A Principal, Lisa is a member of BerryDunn's Financial Services Group. Within the financial institution and employee benefit plan audit and consulting services spectrum, she provides clients in Maine and New Hampshire with internal audit, SOX 404, and compliance assistance. She has helped guide her clients through the COVID-19 outbreak with insight on various CARES Act provisions and the impacts on both her clients and their clients.
While Lisa's primary service focus is with financial institutions and employee benefit plans, she also works with insurance agencies, broker-dealers, and wholesale and retail distribution clients.
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