CEFO Advisors Welcomes Lisa Mnieckowski to the Team as a Client Controller

CEFO Advisors is excited to announce Lisa Mnieckowski has joined the team as a Client Controller. Lisa brings over 20 years of experience in several industries, including healthcare and technology. She’s worked with large publicly traded companies to small entrepreneurial ones. Her experience has taught her that for a company to be successful, a strong team is needed that will foster a professional work environment with great communication and transparency.

Lisa says, “I was looking to find a company that offers a professional culture and that values and respects its employees. I have found that at CEFO Advisors.”

Lisa will be working as a Client Controller where she will help clients achieve their financial goals while overseeing their daily accounting operations. Her goals include firmly re-establishing her management-level credentials and learning about new industries in which she has not previously worked.

In her free time, Lisa and her family have spent the last 10 years on a quest to visit all 63 US National Parks; a goal they accomplished this summer! She also enjoys genealogy, reading and gardening.

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