Professional Summary
Professional Overview
Lisa Price is a versatile Financial Counselor with a strong background in financial assistance and customer service. She leverages her expertise in financial guidance and client relations to provide personalized support to individuals and families.
Experience Summary
Current Role
As a Financial Counselor at Lake Health, Lisa is responsible for counseling clients on personal finance topics, including budgeting, debt management, and wealth building strategies. She works closely with clients to analyze their financial situations, identify areas for improvement, and develop customized action plans to achieve their financial goals. Lisa's exceptional communication skills and empathetic approach have been instrumental in helping her clients improve their financial well-being.
Career Progression
Prior to her current role, Lisa served as a Food Assistance Caseworker at Geauga County Job & Family Services, where she assisted low-income individuals and families in accessing government-funded food assistance programs. She also brings experience from her time as a Commercial Auto Customer Care Representative at Progressive Insurance, where she honed her customer service and problem-solving abilities.
Academic Background
Lisa holds a Bachelor of Science in Business Administration from the University of Akron, where she specialized in Finance. Her educational background has provided her with a solid foundation in financial principles and industry best practices.
Areas of Expertise
- Personal Finance Counseling
- Budgeting and Debt Management
- Financial Goal Setting and Wealth Building
- Government Assistance Program Navigation
- Exceptional Customer Service and Client Engagement
Professional Impact
Throughout her career, Lisa has consistently demonstrated her commitment to making a positive impact on the lives of her clients. In her current role at Lake Health, she has been recognized for her ability to develop personalized financial plans that have helped numerous individuals and families achieve greater financial stability and security. Lisa's dedication to her craft and her genuine desire to empower her clients have made her a valuable asset to the communities she serves.
Conclusion
With a proven track record of success in the financial services industry and a passion for helping others, Lisa Price is poised to continue making a meaningful difference in the lives of her clients. Her combination of financial expertise, empathetic communication skills, and commitment to client success make her an invaluable asset to any organization.
