Ocean First
Lisa DiLouie has a diverse work experience in the banking and financial industry. Lisa started their career in 1996 as a Personal Trust Associate at First Union Bank, later becoming a Personal Trust Officer. Lisa then worked at Wells Fargo Bank as a Charitable Advisor and Program Manager, where they excelled in sales and received the President's Circle Award. Lisa continued their career at Wells Fargo Bank as a Charitable/Trust Administrator. In 2013, they co-founded Grant Creations LLC and worked as a Grant Writer. Currently, they serve as the Vice President and Wealth Administrator at OceanFirst Bank, where they focus on personal trusts, investment management relationships, and estates.
Lisa DiLouie has a Bachelor of Science degree in Marketing from Rutgers University. Lisa also attended Northwestern University for a Trust School program. Lisa has a Certificate in NonProfit Management & Grant Writing from Brookdale Community College and completed the Trust & Investment Academy program at Wachovia Bank, N.A.
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Ocean First
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When OceanFirst Bank opened in 1902, our founders believed in the future of our growing local community. They wanted to help their neighbors realize the dream of owning a home. Just as we were there over a century ago, we're still here today, helping families throughout central and southern New Jersey with all of their financial needs during every stage of life.