Lisa Temple
Staff Accountant
ABOUT Lisa
Lisa provides bookkeeping oversight for Omni’s jewelry clients, bringing a strong blend of financial expertise, precision, and organizational skill to her work. She approaches each client relationship with care and attention to detail, ensuring financial records are accurate, timely, and aligned with business goals. Known for her clear communication and steady, solutions-oriented mindset, Lisa helps clients feel confident and supported in managing the financial side of their operations.
Outside the office, Lisa enjoys traveling with her family and cheering on her favorite sports teams. She lives in Robbinsville, NJ with her husband, Dan, and their two children, Abigail and William.
TEAMS
A BRIEF HISTORY
Before joining Omni 360, Lisa spent 12 years at JPMorganChase in the investment management division. During her tenure, she supported the global institutional money market desk, where she managed relationships with key service providers and led strategic global initiatives. Her work included overseeing mutual fund and product launches, coordinating regulatory requirements, supporting strategic client projects, and collaborating on marketing efforts—experience that strengthened her ability to manage complex workflows with accuracy and professionalism.
Lisa earned her degree in Finance with a minor in Spanish from Villanova University. Her background in institutional finance, combined with her commitment to exceptional client service, makes her a valued contributor to Omni 360’s bookkeeping and client-support functions.
