Lisete Bairos
Operations Manager
781-761-1689
Lisete joined Helmsman Financial Strategies in 2012. She has more than 25 years of experience in operations management in the financial services industry.
She works closely with Peter Manning throughout the financial planning process to ensure customized service and support to clients. Always helpful and highly knowledgeable, she has built trusting relationships with our clients while assisting them with their account service needs including account opening, distribution planning and trading.
Additionally, she helps to oversee firm compliance with broker dealer, FINRA, and SEC regulations.
Educational and Professional Background
- Salve Regina University
Bachelor of Arts-Psychology, Graduated Cum Laude - FINRA Securities Registrations
Series 6, 7, 24, 53, 63
