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Lisa Gonzalez has a diverse background in the financial services industry, currently serving as AVP Branch Manager at United Texas Bank Dallas since August 2023. Prior experience includes roles as Senior Licensing Specialist and Brokerage Service Representative at Charles Schwab, where Lisa provided education to retail clients on investing principles and market mechanics. Additional positions held include Financial Service Representative at TD Ameritrade, Senior Loan Funding Specialist at InTouch Credit Union, Assistant Branch Manager at Mission Federal Credit Union, and Personal Financial Representative roles at California Coast Credit Union and Pacific Trust Bank. Lisa's extensive experience spans over a decade, showcasing expertise in client assistance, management, and financial operations.