Lisa Fredette serves as a Financial Assistant to Mark Fantasia and the Retirement Planning & Investment Center (RPIC) at Workers Credit Union, which is available through CUSO Financial Services, L.P. She has over 10 years of financial institution experience.
Lisa joined RPIC to support Mark with his objective of helping members meet their financial goals. She always provides high quality service in all her interactions with member clients, prospective clients, and internal partners, while protecting the confidentiality of information. In addition, she assists the RPIC team with departmental initiatives, communication outreach, and the offering of awareness events that further explore options and strategies around planning for your financial wellness.
Education & Experience:
Lisa has been with Workers Credit Union for 10 years. She has experience in Retail, Marketing, Information Technology and, most recently, Learning & Development. Lisa is a Certified Financial Education Instructor (CFEI) and is currently enrolled at Bellevue University in the Business Analytics & Leadership Program. Lisa is technology and process driven, bringing with her a unique range of skills and industry knowledge.