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Lisa  Keith

Lisa Keith

Operations Manager

Lisa has been providing exceptional client service for over 17 years, working in the financial services industry.  In her many years of assisting clients in investment services and retail banking, Lisa understands the importance of meeting the needs of clients.  She is an enthusiastic professional with strong administrative and customer service skills, making her an outstanding operations manager.

 A native Oregonian, Lisa grew up in Portland and has lived in Albany since 2015.  Outside of the office, you can find Lisa spending time with her family, and she enjoys boating and camping and spending time at the beautiful Oregon coast.