Lisa Backes

Lisa Backes Email and Phone Number

Merrill Lynch Global Wealth & Investment Management @ Arbonne
irvine, california, united states
Lisa Backes's Location
Rocklin, California, United States, United States
Lisa Backes's Contact Details

Lisa Backes personal email

About Lisa Backes

A driven, passionate and entrepreneurial management leader with extensive experience in developing profitable new business, growing top line revenue and exceeding quotas. Possesses superior marketing acumen as well as proven expertise with building client relationships, maintaining high levels of customer retention, identifying and addressing needs to create growth opportunities and expand market reach; all of which contribute to a successful career. A top performer who demonstrates an exemplary record of achievement in both the Customer Service industry and Leadership environments. I worked in the commercial lines insurance industry for 5+ years as an Account Manager and then in the financial industry for 6 years where I worked with a team of financial advisors managing their books of business, operations, and all client interactions and needs with regard to their accounts and maintaining the relationships. I have experience starting my own business, with direct sales, building a team, taking initiative as my own boss, staying consistent ND disciplined. I've grown my communication, presentation, and public speaking skills while also gaining experience in planning, organizing, and executing client and prospect events. I build authentic relationships with people that last and find that the true connections and relationships that last are when I own my story and share my truth and experience with others. I have a lot of experience in serving in the church and community, leading small groups, and speaking in front of large groups. stepping outside my comfort zone to stretch myself, challenge myself, and grow myself more is something I'm always striving for.

Lisa Backes's Current Company Details
Arbonne

Arbonne

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Merrill Lynch Global Wealth & Investment Management
irvine, california, united states
Website:
arbonne.com
Employees:
18462
Lisa Backes Work Experience Details
  • Arbonne
    Independent Consultant
    Arbonne Mar 2020 - Present
    I represent a high integrity health and wellness company by sharing my personal experience abd offering healthier alternatives to others with a company who aligns themselves with clean, safe, sustainable, and ethical practices. I am passionate about clean living and helping others to strive towards their best self. Direct sales in health & wellness products while also building a team, training, and staying relevant to clients and teammates.
  • Merrill Lynch
    Registered Client Associate
    Merrill Lynch Mar 2015 - Jun 2022
    Roseville, California
  • Clinton Polley Insurance Brokers, Inc.
    Commercial Lines Account Manager | Team Leader
    Clinton Polley Insurance Brokers, Inc. Jan 2013 - Mar 2015
    Folsom, Ca
    Handles day to day servicing needs-coverage and payment questions, assists with claims reporting, policy changes, audit questions/disputes, and the marketing and processing of renewals for all commercial accounts in the small business unit.
  • Clinton Polley Insurance Brokers, Inc.
    Commercial Lines Assistant Account Manager
    Clinton Polley Insurance Brokers, Inc. Jul 2010 - Jan 2013
    Folsom, Ca
  • Sacramento River Cats
    Sales & Marketing Intern
    Sacramento River Cats Feb 2009 - Aug 2009

Lisa Backes Education Details

Frequently Asked Questions about Lisa Backes

What company does Lisa Backes work for?

Lisa Backes works for Arbonne

What is Lisa Backes's role at the current company?

Lisa Backes's current role is Merrill Lynch Global Wealth & Investment Management.

What is Lisa Backes's email address?

Lisa Backes's email address is li****@****ail.com

What schools did Lisa Backes attend?

Lisa Backes attended Csu Sacramento, University Of Kentucky, San Diego State University-California State University.

Who are Lisa Backes's colleagues?

Lisa Backes's colleagues are Jane Roby, Elizabeth Mangum, Pierina Branson, Kirsten Moore-Green, Kerry D'ortenzio, Tawnya Pruit, Brooke Stoff.

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