Lisa D Mclaughlin Email & Phone Number

El Segundo, CA

Experienced and self-managed Implementation Manager offering excellent planning and organizational skills. Excellent communicator who interfaces between executives, sales, internal colleagues, business teams and clients. Motivated self-starter who manages, prioritizes, and completes tasks within a fast-paced, deadline-driven situation. Core competencies.

Los Angeles, CA

Responsible for the daily analysis and dedicated client service to JPMorgan Private Bank clients. Collaborated with investors and sales to facilitate investment strategies for clients. Created and executed quarterly and semi-annual performance reviews illustrating clients overall investment performances. Optimized administrative efficiency by meeting with.

Dallas/Fort Worth Area

Responsible for executing new Implementations for Treasury Management services for Dallas Middle Market Chase clients. Worked exclusively with Treasury Sales Management to discuss product strategies for clients. Executed and implemented all complex, technical and transmission Treasury Services implementations, including Account Reconciliation, Lockbox with.

Dallas/Fort Worth Area

Integral leader in handling the completion and execution of all new account opening services for JPMorgan Private Bank. Included investment, brokerage, fiduciary and depository products. Collaborated with Private Bank clients to provide product advice and guidance with account opening documentation and account opening inquiries. Interfaced with marketers.