Lisa Wymer
Manager of Client Services for Charlotte
Lisa has more than 25 years in the Trust Operations industry. She began her Trust career as a Trust Clerk then moved up to Trust Operations Management for two banking institutions in Western Pennsylvania. In 2016, she began her Wealth Outsourcing career supporting various Trust Systems with FIS.
In 2021, she joined Trust Management Network as a Client Services Administrator (CSA), supporting the Charlotte system. In June of 2023, she was promoted to Manager of Client Services for Charlotte. Lisa has held certifications as a Certified Trust Operations Professional (CSOP) and Certified Trust and Financial Advisor (CTFA).