Lisa Phillips
Customer Service / Support
Services offered
I graduated from UBC with a BSc in Methematics. I then started my career at The Royal Bank in Personal Banking for 6 years, helping clients with all their borrowing and investment needs. Then moved to Altamira to help them open their Vancouver Office and worked as a branch manager for five years responsible for the day to day activities of the West Coast office including staffing, marketing, advertising, presentations and sales to high net worth clients. While at Altamira I completed the Branch Manager Exam, the CFP, the CIM and was granted the FCSI. I then left the workforce for 5 years to start a family and during this time became a member of 2 private school boards and volunteered on the DTES helping marginalized individuals complete their tax returns and find housing etc and I created my own online e-commerce store. I then trained with Shopify to become a “Shopify Expert” and now also work freelance helping other people build online stores using the Shopify Platform. Most recently I took a coaching course so I could combine all my skills to help people achieve their goals in life.
Experience
I started my career at The Royal Bank in Personal Banking for 6 years, helping clients with all their borrowing and investment needs. Then moved to Altamira to help them open their Vancouver Office and worked as a branch manager for five years responsible for the day to day activities of the West Coast office including staffing, marketing, advertising, presentations and sales to high net worth clients. While at Altamira I completed the Branch Manager Exam, the PFP, CFP, the CIM and was granted the FCSI. I then left the workforce for 5 years to start a family and during this time became a member of 2 private school boards and volunteered on the DTES helping marginalized individuals complete their tax returns and find housing etc and I created my own online e-commerce store. I then trained with Shopify to become a “Shopify Expert” and now also work freelance helping other people build online stores using the Shopify Platform. Most recently I took a coaching course so I could combine all my skills to help people achieve their goals in life.
Education
Bsc Mathematics, CFP, PFP, CIM, trained Shopify Expert and certified Life Coach
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