Lisa Pointon, Trust Point Estate Planning | Find your best path for intro

Lisa Pointon

Founder And Director

🏢 Job Change

(4 days ago)

Trust Point Estate Planning

Your Organizational Collective Activity

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Last interaction was ** days ago.

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CRM Data

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Account Type******* ******

Account Owner**** *****

Account Opps/Deals

******* ***

Closed Won • Jan 25

****K $

Closed

Best path for intro

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Past Champion

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Colleague - Career Overlap

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Lisas’ Career Overlaps

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******* *****

Worked in execs roles at *** together from 2021-2024

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Worked in the same department at *** together from 2021-2024

Lisas’ Past Experience

Trust Point Estate Planning
Founder and Director
Mar 25 - Present
Trustpoint Mortgage And Protection Services
Founder and Director
Jan 25 - Present
Caspian Insurance
Director of Operations
Sep 23- Jan 25

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