Lisa Plotnick

DST Systems, Inc. Quincy, Massachusetts, US

About Us

Founded in 2000, WMSI provides rollover and advisor solutions, along with financial planning and education tools and communications.WMSI utilizes advanced technology in combination with customer data, education, and marketing to provide clients with fully integrated, end-to-end servicing solutions to support financial well-being and retirement readiness. Clients range from Fortune 500 companies to small businesses in the financial services and employee benefit arenas.

Elearning

Betsy Winchester to DST Systems, Inc. for Job #228145

Mar 29, 2018

Elearning

Peter Bierma Voice Over to DST Systems, Inc. for Job #209315

An excellent experience working with Lisa. Super clear, and instructions were easy to follow.

Dec 4, 2016

Elearning

Bart Flynn to DST Systems, Inc. for Job #184751

Thank you!!!

May 9, 2016

Video Narration

Bobby Dobbs to DST Systems, Inc. for Job #178266

Lisa is great to work with.

Apr 6, 2016

Video Narration

Michael Ray to DST Systems, Inc. for Job #177951

Great working with Lisa. Thank you!

Mar 25, 2016

Video Narration

Julie Beal VO, Ltd. to DST Systems, Inc. for Job #155452

Sep 29, 2015

Video Narration

Julie Beal VO, Ltd. to DST Systems, Inc. for Job #150359

I enjoy working with the staff at Wealth Management Systems. Always very professional. Thank you!

Jul 29, 2015