CoverProfile

Lisa Dyer

Senior Vice President & Director of Operations

IMA Wealth Inc

United States, Kansas, Wichita

About Me

Lisa Dyer is Senior Vice President and Director of Operations for IMA Wealth, Inc. Lisa’s primary responsibilities include team management, process and procedure development to support the company’s ability to grow and adapt operationally. She oversees all operations that support IMA Wealth Inc.’s clients, advisors, and investment team. Lisa graduated from Friends University with a Bachelor of Science degree in Accounting. She has over a decade of experience in the financial industry focusing on trust administration, wealth management, and interdepartmental communication. Lisa is passionate about designing processes that help develop strong and lasting relationships.

Profile Information

Senior Vice President & Director of Operations

IMA Wealth Inc

Operations Team

Investor

Insurance

Wichita

Kansas

United States

Jul 31, 2024

More profiles to browse

BH
Brian Heinke
Senior Vice President & Retirement Plan Advisor
Profile Photo
Heather Haines
VP, Wealth Management and Retirement Plan Specialist
Profile Photo
Justin Kittle
Vice President & Portfolio Manager
RH
Richard Holt
Senior Vice President - Portfolio Manager

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
PM
Prtima MISHRA1
Software Engineer
PA TEST
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services