ÂÜÀòÂÒÂ×

Lisa DiLouie has a diverse work experience in the banking and wealth management industry. Lisa started their career as a Personal Trust Associate and later became a Personal Trust Officer at Wells Fargo Bank, N.A. (formerly First Union Bank) from 1996 to 2000. Lisa then worked as a Charitable Advisor/Program Manager at Wells Fargo Bank, N.A. (formerly Wachovia Bank, N.A.) from 2000 to 2004, where they received the President's Circle Award for Sales in 2004. Lisa then joined Wells Fargo Bank, N.A. as a Charitable/Trust Administrator from 2005 to 2011. In 2013, they co-founded Grant Creations LLC and served as a Grant Writer. Currently, Lisa is working as a Vice President, Wealth Administrator at OceanFirst Bank, where they are responsible for servicing personal trusts, investment management relationships, and estates.

Lisa DiLouie has a Bachelor of Science degree in Marketing from Rutgers University. Additionally, they have attended Northwestern University where they completed a program at the Trust School. Lisa also holds a certificate in NonProfit Management & Grant Writing from Brookdale Community College. Lastly, they have received training in Trust & Investment from Wachovia Bank, N.A.'s Trust & Investment Academy.