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Lisa Francoeur

Lisa Francoeur

Onboarding Specialist

BIOGRAPHY

Lisa Francoeur is a member of AdvicePeriod’s Data Analytics team, where her primary focus is client on-boarding and account aggregation within the Black Diamond platform.

Before joining AdvicePeriod, Lisa worked as a derivatives auditor with the National Futures Association (NFA) in Chicago and spent over 10 years in the private banking industry with New Lenox State Bank (BMO Financial Group) and Chase Bank.

Lisa received a BBA in Finance from the University of St. Francis in Illinois where she was born and raised. Outside of work, she is busy with her husband and two active boys. She loves to hike, bike, and enjoy the many outdoor activities that California has to offer.