Lisa Palermo

Lisa Palermo Email and Phone Number

Senior Administrative Assistant @ LINQ
United States
Lisa Palermo's Location
United States, United States
Lisa Palermo's Contact Details
About Lisa Palermo

Executive Assistant

Lisa Palermo's Current Company Details
LINQ

Linq

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Senior Administrative Assistant
United States
Website:
linq.com/nutrition
Lisa Palermo Work Experience Details
  • Linq
    Senior Administrative Assistant
    Linq
    United States
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  • Linq
    Executive Assistant
    Linq May 2023 - Jun 2024
    Wilmington, North Carolina, Us
    Executive AssistantExecutive Assistant to the Chief Revenue Officer and the Chief Marketing Officer. LINQ is a Developer of school administrative software system intended to manage operations at the district and school levels. The company's software offers solutions catering to finance and human resources, nutrition management, digital payments, website maintenance as well as student registration and document management, helping schools improve overall efficiency, optimize financial performance, remain in compliance and deliver seamless experiences.
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  • Trion Group, A Marsh & Mclennan Agency, Llc Company
    Executive Assistant
    Trion Group, A Marsh & Mclennan Agency, Llc Company Jul 2019 - Mar 2023
    White Plains, New York, Us
    Provide Executive Assistant support services for the Senior Vice President in the Employee Benefits and Consulting group. This executive is the number one producer in all of the Marsh and McLennan agencies. Our team provides account management from a financial and operations perspective for clients with more than 10,000 employees operating in multiple locations. They detail plan design opportunities for clients as well as monitoring the ongoing financial implications to plans. Provide extensive calendar management using Outlook along with travel planning and coordination Prospect list and to do list management and follow up Heavy expense reporting using Concur Arrange all aspects of speaking engagements and exhibition booths at 12+ conferences/conventions per year Meeting planning, conference set up Coordination with marketing to provide material for website content
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  • Macquarie Investment Management
    Executive Assistant
    Macquarie Investment Management Sep 2018 - Apr 2019
    Executive Assistant for the CIO, Large Cap Value Fund. Macquarie is a diversified financial group providing clients with asset management and finance, banking, advisory and risk and capital solutions across debt, equity and commodities. MIM currently has over $300 billion in assets under management. Provide extensive support for Senior Executive and team Heavy Calendar management using Outlook Coordinate client/portfolio management reviews in conjunctions with sales and relationship management Performance reporting using FactSet, Charles River, Manager’s Desktop, Actuate and other proprietary software Complex travel management, both domestic and international using Concur for Travel Heavy expense reporting using Concur for expense management Meeting planning/arrange catering/conference rooms/outside venues Onboarding for new hires Invoice/vendor processing
  • Hartford Funds
    Executive Assistant
    Hartford Funds Feb 2013 - Sep 2018
    Executive Assistant to Head of Sales and Distribution. Hartford Funds is a mutual fund company with over $115 billion in assets under management in more than 55 mutual funds in a variety of styles and asset classes and seven strategic beta ETFs and three active ETFs. Hartford's mutual funds (with the exception of certain fund of funds) are primarily sub-advised by Wellington Management Company LLP or Schroder Investment Management North America Inc., two institutional managers with comprehensive global investment capabilities. Tasked with all administrative functions for C Level Executives and their team Heavy calendar management, sales reporting, expense reporting and extensive travel management, both domestic and international using Concur and/or Peoplesoft for Travel and Expenses Event planning and responsibility for the Advisor Consultant ACTM (Advisory Council to Management) and Senior Leadership Team Offsite events. Full utilization of the entire Microsoft Suite of products with emphasis on Word, Excel and Powerpoint as well as Salesforce, Sharepoint & ARIBA Travel required up to 25% of the time
  • Merrill Lynch
    Executive Assistant
    Merrill Lynch May 2004 - Jan 2013
    New York, Ny, Us
    Executive Assistant for the National Sales Director of the Private Banking and Investment Group (PBIG) at Merrill Lynch. Supported Executive in daily operations including preparing for meetings, maintaining schedules, calendar, travel arrangements and accommodations.  Responsible for the on-going development of Private Wealth Advisors (advisors who service clients with households of over $10mm plus only) and USWM Financial Advisors that also service the ultra high net worth client segment.  Coordinated the PBIG Advisory Council to Management. This consists of event planning for of a team of over 20 Private Wealth Advisors who meet six times per year to advise and collaborate with Senior Management. Coordinated the Field Strategy Council and was responsible for planning and coordinating twice yearly a two-day offsite event for approximately 100 FAs and home office personnel.  Responsible for all meeting planning functions, site selection, travel and hotel arrangements, offsite dinners, meeting/breakout rooms and all details associated with the event as well as on site supervision. Created target lists, and formation of training presentations using PowerPoint, Publisher and Visio, as well as event planning for incentive travel award and recognition programs.  Selected to be a member of the Employee Culture and Innovation committee, active in a communications role in the Women’s Exchange Mentor Program and the Diversity & Inclusion Network. Updated marketing materials, web-in-a-can, presentations and communications for clients and the press. Proficient in both PowerPoint and Publisher.
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  • New York City
    Tiaa-Cref
    New York City Apr 2001 - Apr 2004
  • Pennington Nj
    Horizon Mercy
    Pennington Nj Feb 1999 - Apr 2001

Lisa Palermo Skills

Outlook Administrative Assistants Financial Services Microsoft Excel Powerpoint Spreadsheets Microsoft Word Event Planning Securities Microsoft Office Access Office Administration Investments Visio Banking Customer Service Project Management Event Management Time Management Management

Lisa Palermo Education Details

  • University Of Pennsylvania
    University Of Pennsylvania
    Sociology

Frequently Asked Questions about Lisa Palermo

What company does Lisa Palermo work for?

Lisa Palermo works for Linq

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

Lisa Palermo's current role is Senior Administrative Assistant.

What is Lisa Palermo's email address?

Lisa Palermo's email address is li****@****nds.com

What is Lisa Palermo's direct phone number?

Lisa Palermo's direct phone number is +121580*****

What schools did Lisa Palermo attend?

Lisa Palermo attended University Of Pennsylvania.

What skills is Lisa Palermo known for?

Lisa Palermo has skills like Outlook, Administrative Assistants, Financial Services, Microsoft Excel, Powerpoint, Spreadsheets, Microsoft Word, Event Planning, Securities, Microsoft Office, Access, Office Administration.

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