Lisa B. Logan Email & Phone Number

United States

Senior Release Manager, supporting change activities for SEI Release and acquisition support activities. Interfacing with various teams, including Business Line users, Project Managers, SMEs, developers, management and SEI contacts to ensure updates are managed and issues are mitigated. Utilize subject matter expertise as well as operational knowledge of Trust 3000 and SWP, to manage SEI split-merge activities.F2 Strategy provides boutique consulting services globally to support existing technology teams within the wealth management, family office, RIA and wealth manager space, helping these companies align their technology platforms and distribution channels with the wealth management experience that their clients expect.

Greensboro--Winston-Salem--High Point Area

Proficient process improvement professional with emphasis on creating wealth management new operational and data framework on SEI Trust 3000. Exceptionally skilled in project management and business analysis, producing remediation for operational stabilization.• Execution of process improvements, creating SEI Trust 3000 critical procedures resulting in 100% process improvement for account opening, account closing, and tax coding.• Creation of process stabilization, through Salesforce technical business requirements documents, enhancing the linkage of daily procedures for Salesforce workflow modifications of money movement and account closing, with asset distribution by 50%.• Facilitated training of key applications; enabling users and management to increase functionality by 100% for daily reports and SEI Trust 3000 use.

Winston-Salem, North Carolina

Led technology team supporting the wealth management accounting system (SEI Trust 3000) ensuring daily activity was completed without exceptions. Managed vendor relationship facilitating weekly review meetings of open risk items, errors, and development of new functionality. • Implemented problem resolution; decreased repeat incidents by half and improved service to customers.• Created service delivery team to streamline technology requests for supported departments. Designed team scope, roles and responsibilities, along with marketing team to supported departments. Resulted in technology request requirements fully documented, allowing developers to complete request, reducing the backlog of requests from two years to six months, and saving the bank development dollars. • Identified and implemented a centralized process for new hire PC / laptop deployment, resulting in a delivery reduction from 7 days to 5 days for 200+ employees, as well as a pre-order process for day one deliveries to new employees. • Provided oversight and direction for application releases management. • Worked with third party vendors for resolution to issue and defect reporting. • Escalated product defects, bugs or other systemic issues. • Developed strong relationship along with an inherent customer focus. • Remote management of a geographically dispersed team working in Cincinnati, OH, Saint Paul, MN, and St. Louis, MO.

Winston-Salem, Nc

Implemented new functionality including online statements and new account reports for online system used by over 1500 customers for account information access. Coordinate business line requests with Information Technology to confirm all requirements were documented, new requests were fully tested, and promoted to production accurately. Expanded the team doubling the supported products ensuring all business applications were managed.• Produced and presented new business proposals to potential clients, resulting in new business and increased revenue of 50%.• Deployed successfully quarterly releases due to 100% regression testing.• Developed and Implemented new process of managing, tracking, and reporting service requests submitted to the team. • Provided support to Wealth Management and Brokerage business partners.• Managed virtual team in four remote locations.

Winston-Salem, Nc

Served as lead project manager for the conversion of Wachovia Wealth Management to U.S. Bank N.A. on SEI Trust 3000 accounting system.• Successfully converted Executive Benefits book of business with zero exceptions. • Trained employees and vendors on new accounting system positioning them to be productive on day one.• Led technical readiness for conversion of EU business line to U.S. Bank N.A. Wealth Management eliminating technical communication errors.

Winston-Salem, Nc

Lead project manager for conversion of First Union N.A. to Wachovia N.A. client statements and employee benefits distribution processing on SEI Trust 3000 accounting system.

Winson-Salem, Nc

Successfully led multiple teams supporting Corporate Employee Benefits, Institutional, and Government custody accounts. • Implemented significant project, modifying the Government online system which allowed viewing of individual accounts at the Government institution. • Led sizable acquisition of new Government account from completion of Request for Proposal to onsite customer presentation.• Managed operations and administration teams through bank merger successfully incorporating processes into a single department.