Senior Vice President,
Lisa Wagner, Senior Vice President, Client Services has worked in the financial services industry since 2002. Ms. Wagner joined Advocate Capital, Inc., in 2004 where she has been able to effectively combine her background in both Public Accounting and Law Firm Practice Management to provide specialized consulting services to law firms across the United States.
Her primary responsibility is to consult with individual law firms to identify specific avenues to strategically utilize the products and services offered by Advocate Capital, Inc., in order to achieve the most positive impact on the law firms’ profits and retained earnings. Ms. Wagner serves various other roles including client relationship management, and quality assurance analyst.
Ms. Wagner holds a Bachelor of Science Degree in Accounting conferred by North Carolina State University and is a CPA, Licensed by the state of North Carolina. She is a current member of the North Carolina Association of CPA’s and a former member of the Association of Legal Administrators (ALA).
Ms. Wagner is a QuickBooks Certified ProAdvisor.
To send Lisa an email, click here or connect with Lisa.