As a Senior Account Analyst, Lisa Yager provides asset reporting, plan implementation services, and asset/liability management and trading for CapAcuity’s client companies. In addition, she helps our clients manage the impact of tax, accounting, legislative and regulatory compliance issues related to their plans.
Prior to CapAcuity, Lisa was a client analyst with The Ayco Company, a Goldman Sachs company, where she provided services for corporate benefit and compensation plans, life insurance policies, long-term care and annuity contracts. Previously Lisa was an international sales associate with Chori America, facilitating sales between the U.S., Japan, Hong Kong, Taiwan and China. Lisa earned her bachelor’s degree in Japanese studies from the State University of New York at Albany. She holds series 6 and 63 registrations.