ALYSSA MORRIS + OPERATIONS MANAGER
Alyssa Morris is an Operations Manager at Lutz Financial. She began her career in 2018. She is responsible for overseeing the firm’s day-to-day back-office information, client reporting processes and systems. She will also monitor the firm’s compliance policies and procedures, technology infrastructure and third-party relationships.
AREAS OF FOCUS
- Operations
- Data Management
- Compliance
- Billing & Reporting
EDUCATIONAL BACKGROUND
- BS in Education and Human Sciences, University of Nebraska, Lincoln, NE
COMMUNITY SERVICE
- Kappa Alpha Theta, Recruitment & Panhellenic District Director
- University of Nebraska – Rho Chapter, Alumnae Contact Officer
- All About Omaha, Past President
Harmony | Developer | Discipline | Belief | Relator
CONTACT ALYSSA MORRIS
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