Lisa Siegrist Email and Phone Number
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Lisa Siegrist personal email
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With over twelve years at EY, my tenure as Client Executive in Financial Services has centered around fostering trusted client relationships and driving strategic initiatives across the Financial Services sector. Most recently, I led large solution deals in the EY Financial Services Organization, serving large P&C insurance providers. I bring deep experience in large transformational change in organizations: implementing large scale IT systems; helping to put into place an insider threat response program for cyber security; and working with organizations that are looking to outsource or move to a managed services approach to reduce costs and improve efficiency. Throughout my career with EY, I have advised senior executives on complex issues and challenges related to financial, technology, operational, regulatory and governance matters and have advised senior executives, directors, and technology leaders. In addition to driving large-scale consultative business opportunities, I have held responsibilities for managing teams internally across service lines to bring the full power of the firm to clients in the financial services sector.I have also held a leadership role on the EY Metro New York advisory board, driving and supporting growth for the insurance sector. I also bring experience working with publicly traded companies required to comply with the SEC and other regulatory requirements.
Eliassen Group
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- eliassen.com
- Employees:
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DirectorEliassen Group Nov 2024 - PresentReading, Ma, Us -
DirectorEliassen Group Nov 2024 - PresentReading, Ma, Us -
Client ExecutiveEy Feb 2020 - Mar 2024London, GbSeasoned executive aligned to Financial Services and specifically the Insurance and Wealth & Asset Management industries, bringing strong experience in developing deep relationships with innovative and business savvy insight to the discussion. -
Client Executive, Financial ServicesEy Dec 2015 - Mar 2024London, GbClient Executive"Building relationships today that help clients solve tomorrow's problems with innovative solutions." In today's business environment where "digital transformation" is the norm, it is important to allow for digital trust to be built with agile governance that enhances business capabilities that enable the customer experience. -
Mny Insurance Market Segment Bd LeaderEy Jan 2019 - Mar 2020London, GbAs BD Leader for the Metro New York Insurance Market Segment Board I support the board in driving campaigns, positioning new capabilities and growing the business in the market segment. -
Pursuit LeaderEy Jul 2014 - Sep 2015London, GbEY (Ernst &Young) EMEIA FSO Pursuit Leader (July 2014 - 2015 London, UK) responsibilities include the following:1. Responsible for driving and overseeing the Business Development aspects of some of EY’s most important pursuits, within the financial services sector of EMEIA, while working closely with Partners and Senior Leadership.2. Lead the development of the pursuit strategy by ensuring the client team fully understand the client needs and clearly articulate the benefits of the EY solution and our value proposition. 3. Manage the BD support team taking responsibility for all aspects of sales support provided during a pursuit (Proposal strategy, and project manage work streams).4. Lead or support client interviews to ensure the team fully understands the needs and decision making criteria of the client, the EY solution and why we won or lost a pursuit. 5. Deliver training to up-skill the client and/or BD teams in pursuit best practice. Where appropriate, lead or participate in client meetings to ensure BD function is taking a leading role in winning new business.6. Conduct one to one and team coaching sessions to ensure the team fully understand the client needs, the EY solution and can clearly articulate their role, experience and credentials in a convincing, winning manner. -
Financial Services - Business DevelopmentEy Nov 2011 - Jul 2014London, GbResponsible for developing process and approach for new business, account management and strategy development for audit/assurance services. Specific emphasis in the financial services industry, including the Insurance, Wealth Management and Banking sectors. -
Business Development ExecutiveGrant Thornton Llp 2010 - Dec 2011Chicago, Il, UsProvide Business Development for all services within the firm, focusing primarily in the Financial Services and the Professional Services industries. Support strategy and account planning activities for priority targets.Work with Partners and staff to move opportunities through the sale cycle to close. -
Business Development ManagerDeloitte Jan 2008 - Jul 2009Worldwide, OoBusiness Development Manager in the Audit/Enterprise Risk Services area. Responsible for developing new business in the Middle Market to Fortune 100 sector. In addition to managing/developing existing relationships. -
Business Development ManagerDeloitte 2008 - 2009Worldwide, Oo -
Account ExecutiveParson Consulting Dec 2007 - Dec 2007Us -
Business Development ManagerControl Solutions 2004 - 2007Woburn, Ma 01801-6500, Ma, Us -
Manager, Business DevelopmentAmerican Express Jan 2000 - Jan 2003New York, Ny, UsSold corporate card services, travel and expense management products. Worked int he B2B industry and the corporate sector. -
Account ExecutiveClarke American 1998 - 2000San Antonio, Texas, UsSales Executive selling business products to financial institutions including: banks, credit unions, and brokerage firms. -
Government Affairs SpecialistMichigan Credit Union League 1996 - 1998Lansing, Michigan, UsGrass Roots Coordinator and statewide lobbyist in Michigan, representing member issues for Credit Unions. Also responsible for educating members on legislative issues, developing PAC money, and actively participating in current issues in the legislature as they related to credit unions. Participated in several key issue initiatives, including the protection of the Credit Union Act.
Lisa Siegrist Skills
Lisa Siegrist Education Details
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Michigan State University -
Michigan State UniversityAmerican Studies/Political Science
Frequently Asked Questions about Lisa Siegrist
What company does Lisa Siegrist work for?
Lisa Siegrist works for Eliassen Group
What is Lisa Siegrist's role at the current company?
Lisa Siegrist's current role is Director I Financial, Risk & Compliance Advisory.
What is Lisa Siegrist's email address?
Lisa Siegrist's email address is la****@****hoo.com
What schools did Lisa Siegrist attend?
Lisa Siegrist attended Michigan State University, Michigan State University.
What are some of Lisa Siegrist's interests?
Lisa Siegrist has interest in Human Rights, Arts And Culture, Politics, Poverty Alleviation.
What skills is Lisa Siegrist known for?
Lisa Siegrist has skills like Business Development, Strategy, Marketing, Management Consulting, Account Management, Management, New Business Development, Strategic Planning, Risk Management, B2b, Business Strategy, Financial Analysis.
Who are Lisa Siegrist's colleagues?
Lisa Siegrist's colleagues are Andrea Bacho, Ryan O'malley, Pete Sullivan, Emani Garvin, Lauren Mead, Phuong Pham, Pmp, Olivia Kajencki.
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