Lisa Atanassov
Client Service Coordinator & Licensing Specialist
In the 10 years Lisa has been with Accurate, she has become an invaluable member of the team, expertly managing licensing and appointment processes for financial professionals. Her meticulous attention to detail and deep understanding of the industry is an asset to the broader advisory team.
Lisa’s journey at Accurate began as an Office Coordinator, but her dedication and prowess quickly elevated her to the role of Client Service Coordinator. She now serves as a specialist in new client business, handling agent licensing, accounts payable, accounts receivable, and commissions. Known for her proactive approach and commitment to excellence, Lisa consistently goes above and beyond to streamline processes and facilitate organizational growth.
Outside of work, Lisa enjoys going to the beach and spending time with her husband, friends and family.