Elizabeth joined McLean in 2023 to support the marketing operations of McLean’s sister firm RISA, LLC. Her focus is managing client communications, maintaining and updating the marketing CRM, and helping to prepare and manage live workshops and webinars. Elizabeth has been fortunate to gain experience from incredible people across different industries, with a focus on marketing, social media, and CRM management.

Education

B.S in Business Administration, Majored in Marketing and a Minor in Management

Greatest Professional Satisfaction

Collaborating with my team to execute a successful workshop that helped advisors gain insight into how the RISA® can benefit their firm and end clients.

Greatest Personal Satisfaction

Spending time with my family and my 3 dogs. Cooper, Cleo, and Colby. I enjoy exploring new cities and trying new activities.