Lisa Prather Email and Phone Number
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Seasoned leader with a demonstrated history of success in guiding commercial clients to intentional and strategic growth. Skilled in Business Development, Negotiation, Leadership, Risk Management, Strategic Planning, Credit, Cash Management, Process Improvement, and Financial Services. Leader in the community, actively engaged in non-profits and business associations.
Scott Insurance
View- Website:
- scottins.com
- Employees:
- 313
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Risk AdvisorScott Insurance Apr 2024 - PresentRaleigh, North Carolina, United States
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MemberTcrew 2014 - Present
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Board Member And TreasurerTcrew Jan 2018 - Dec 2020Member since 2014. Joined Board of Directors 2018. Treasurer
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Client ExecutiveSentinel Risk Advisors, Llc Apr 2021 - Apr 2024Raleigh, North Carolina, United StatesSentinel provides risk and insurance solutions that safeguard success for individuals and businesses at every stage and all walks of life. We navigate the risk and exposures our clients face today, while anticipating and planning for potential threats in the future. Once those risks have been identified and assessed, Sentinel develops innovative insurance solutions. -
Crew Finance CommitteeCrew Network Nov 2020 - Dec 2023CREW (Commercial Real Estate Women) Network -
Svp Client SuccessOurlinq Jul 2020 - Mar 2021Raleigh-Durham-Chapel Hill AreaourlinQ is a profit-sharing solution Visible Value created with client, Jones & DeMille Engineering (JDE). The solution led to over a 100% increase in JDE’s profitability in less than two years. In 2019, JDE & Visible Value brought the ourlinQ platform to market. ourlinQ now provides profit sharing solutions to professional services firms and project-based businesses that incentivize their employees to think like owners leading to increased client and employee engagement & retention and improved project & company profitability. -
Svp Client SuccessVisible Value Jul 2020 - Mar 2021Raleigh-Durham-Chapel Hill AreaVisible Value creates authentic strategies that mobilize organizations around the globe through the engagement of internal and external stakeholders. Our services focus on the evolving opportunities and challenges our clients face in the areas of strategy, organizational development, client and employee experience, and innovation and disruption.We believe an organization’s team members are its most valuable asset and without thoughtful input and engagement across the entire organization, even the best strategy will not yield the results desired. Our team follows the principles of our proprietary methodology to execute engagements, engage all stakeholders, and deliver custom solutions that are tailored to meet our clients’ desired outcomes. -
Svp, Relationship ManagerAtlantic Union Bank Oct 2018 - Jul 2020Raleigh-Durham, North Carolina AreaHybrid role serving as Commercial Banker in the Raleigh market and Treasury Management for all of N.C. Manage a portfolio of commercial clients serving as main point of contact and key financial advisor for clients. Through ongoing business development efforts, continue to grow portfolio. Analyze clients' financial and operating strategies and recommend financial services to best meet clients' immediate and long-term business needs. Cultivate relationships with the appropriate decision makers within the client company. On Treasury side, work with clients on their cash management to effectively manage their processes in the most efficient way while assisting to build out a growing Treasury platform bank-wide. Continue to be involved in the community in which I work. -
Board Of DirectorsTriangle Family Services 2013 - Sep 2019Board of Directors, Executive Committee, Finance Committee, Treasurer, Secretary -
Sr. Relationship ManagerBank Of America Merrill Lynch Aug 2015 - Sep 2018Raleigh-Durham, North Carolina AreaManaged a portfolio of business banking clients who require financial services and products to meet their needs. Served as the primary point of contact and key financial advisor for clients. Analyzed clients' financial and operating strategies and recommended alternative or additional financial services to best meet clients' immediate and long-term business needs. Cultivated relationships with the appropriate decision makers within the client company. Involved in the community in which I work. Business Development: bring in new clients. -
MemberCcim Institute Feb 2015 - Feb 2016Raleigh-Durham, North Carolina AreaCertified Commercial Investment Member. -
Senior Relationship Manager, Business BankingWells Fargo Mar 2013 - Aug 2015Cary, NcMy overarching priority as a relationship manager is to understand my client needs through building a strong working relationship so that I can partner with them to achieve financial success. In building these relationships, I am able to make recommendations that are most relevant to allow my clients to focus on growing their business. I deepen relationships of existing customers and build new customers with this philosophy. I proactively partner with existing customers in order to fully understand their businesses, goals, strategies and challenges. I perform effective financial analysis and underwriting in the areas of credit, cash flows and collateral in addition to helping my clients navigate the tremendous Wells Fargo web of solutions such as insurance, payroll, merchant, treasury management, foreign exchange, and 401-k. -
TreasurerNcsu Stem Early College High School 2012 - 2015
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Vp, Treasury Mgt Officer, CtpFifth Third Bank Jul 2008 - Mar 2013Raleigh-Durham, North Carolina AreaWork on core relationship team to evaluate client needs and develop banking solutions for Middle Market General Industry clients. Introduce bank to the market, self-source leads. Call on prospects and develop leads to bring in not only Treasury business, but full banking relationships. Use financial background to explain Treasury solutions from a Working Capital perspective in terms that CFOs and Treasurers value. Develop methods that allow client/prospect accounting staff to operate more efficiently thus allowing the company to grow without adding FTE while improving their Cash Management position. Create and chair Raleigh Community Involvement Committee (RCIC) to increase community engagement from Raleigh Fifth Third market in more strategic manner. -
Leadership RaleighGreater Raleigh Chamber Of Commerce 2009 - 2010 -
Vp, Treasury Management OfficerBank Of America 2007 - 2008Raleigh-Durham, North Carolina AreaWorked on relationship team to determine client needs and develop banking solutions for Middle Market General Industry clients (market included clients up to $2.6B revenues). Lead pricing negotiations regarding Treasury solutions to optimize relationship profitability. Lead Treasury Management reviews with clients and presented recommendations. Provided consulting services to CFOs and Controllers of Commercial clients.
Lisa Prather Skills
Lisa Prather Education Details
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Finance -
Finance, Minor Economics
Frequently Asked Questions about Lisa Prather
What company does Lisa Prather work for?
Lisa Prather works for Scott Insurance
What is Lisa Prather's role at the current company?
Lisa Prather's current role is Risk Advisor.
What is Lisa Prather's email address?
Lisa Prather's email address is li****@****ank.com
What is Lisa Prather's direct phone number?
Lisa Prather's direct phone number is +191923*****
What schools did Lisa Prather attend?
Lisa Prather attended Goldey Beacom College, University Of North Carolina At Greensboro.
What are some of Lisa Prather's interests?
Lisa Prather has interest in Social Services, Children, Economic Empowerment, Education, Health.
What skills is Lisa Prather known for?
Lisa Prather has skills like Financial Analysis, Commercial Banking, Cash Management, Portfolio Management, Treasury Management, Finance, Banking, Leadership, Credit, Risk Management, Financial Modeling, Accounting.
Who are Lisa Prather's colleagues?
Lisa Prather's colleagues are Bret Grieves, Meg Kern, Kristine Hlava, Matt Webb, Sydney Tejada, Abby Scott, Austin Carver.
Not the Lisa Prather you were looking for?
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Lisa Prather
Special Counsel At Katten Focusing On Healthcare Regulatory And Compliance MattersDallas, Tx4haynesboone.com, hotmail.com, katten.com, kattenlaw.com -
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Lisa Prather
Human Capital Consultant At Fmp Consulting (Federal Management Partners, Inc.)Fairfax, Va1fmpconsulting.com
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