Lisa Brown

Lisa Brown has extensive experience in the retirement planning and client service sectors, currently serving as a Conversion Project Manager at EPIC Retirement Plan Services since April 2007. In this role, Lisa manages the conversion activities of retirement plans and acts as the primary contact for clients, collaborating with internal teams to ensure successful project completion. Previous positions at EPIC include Sr. Sales Support Specialist and Client Administrator, where Lisa streamlined processes and provided consultation on retirement plan operations. Earlier experience at Paychex involved supporting HR representatives and advising clients on 401(k) plans, while roles at Wegmans Food Markets encompassed training and customer service. Lisa holds a Bachelor of Science in Public Administration from Alfred University and an Associate's Degree in Liberal Arts from Monroe Community College.