Lisa Kaplan Email & Phone Number

Charlotte, North Carolina, United States

Work closely with medical providers to find the best plan for clients.Meet with clients virtually to work together toward sustainable health goals.Establish a plan that will address nutrition, sleep, stress and exercise.Help clients to stay on track through materials, sessions, and accountability.Create and deliver in person or live webinar presentations on physical activity and the positive impact it can have on mental health.

Indian Trail, Nc

Worked closely with the lead teacher in developing material to help students meet or exceed standards.Worked one on one with students on reading, math and character skills.Assisted teacher with everyday classroom demands.Met with parents alongside the lead teacher to discuss each students individual needs.

Worked closely with teachers to incorporate a plan in assisting students in math and reading comprehension.Worked closely with students to understand their individual areas of challenge.Acted as a role model for students and worked to help boost their self confidence.

Developed training programs appropriate for high school running.Assisted in skill development of track and field participants.Mentored runners regarding running, academics, and personal endeavors.Coordinated schedules and meets for athletes.

Assisted in developing training materials and programs for the retail bank.Facilitated sales, product, operations and systems training for the Baltimore Region.Responsible for consistent communication between the retail bank and corporate training and development in order to ensure quality of training delivery.Trained current employees and new hires in many areas to help prepare them for the retail bank and the many responsibilities.

Responsible for retail and small business sales (Increase in small business loans sales by 240% and retail loan sales by 125% in 2003).Trained and lead eight employees through a successful merger from Allfirst Bank to M&T Bank.Responsible for operations meeting regulatory standards.

18 month program-classroom training in sales, operations, and management skills.Executed sales, operations, and management abilities.Responsible for the sales and operations of the Hereford Branch.Stand in manager after nine months in training program, responsible for six employees.

Assisted customers with service needs.Opened new relationships and expanded existing relationships.Used sales techniques to sell banking products.Consistently met and exceeded sales and referral goals.

Responsible for daily banking procedures like completing transactions for customers in a friendly, consistent, and timely manner.Used sales techniques to sell banking products and services.Responsible for daily management of drawer containing large amounts of cash.Demonstrated excellent customer service.

Certification, Health Coach

Certified Health Coach through IIN.

Bachelor'S Degree, Communications/Marketing

Bachelor Of Science, Communications/Marketing