Lisa Siegrist

Lisa Siegrist Email and Phone Number

Director I Financial, Risk & Compliance Advisory @ Eliassen Group
55 Walkers Brook Drive, 6th Floor, Reading, MA 01867, us
Lisa Siegrist's Location
Greater Chicago Area, United States, United States
Lisa Siegrist's Contact Details

Lisa Siegrist personal email

About Lisa Siegrist

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.

Lisa Siegrist's Current Company Details
Eliassen Group

Eliassen Group

View
Director I Financial, Risk & Compliance Advisory
55 Walkers Brook Drive, 6th Floor, Reading, MA 01867, us
Website:
eliassen.com
Employees:
1
Lisa Siegrist Work Experience Details
  • Eliassen Group
    Director
    Eliassen Group Nov 2024 - Present
    Reading, Ma, Us
  • Eliassen Group
    Director
    Eliassen Group Nov 2024 - Present
    Reading, Ma, Us
  • Ey
    Client Executive
    Ey Feb 2020 - Mar 2024
    London, Gb
    Seasoned 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.
  • Ey
    Client Executive, Financial Services
    Ey Dec 2015 - Mar 2024
    London, Gb
    Client 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.
  • Ey
    Mny Insurance Market Segment Bd Leader
    Ey Jan 2019 - Mar 2020
    London, Gb
    As 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.
  • Ey
    Pursuit Leader
    Ey Jul 2014 - Sep 2015
    London, Gb
    EY (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.
  • Ey
    Financial Services - Business Development
    Ey Nov 2011 - Jul 2014
    London, Gb
    Responsible 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.
  • Grant Thornton Llp
    Business Development Executive
    Grant Thornton Llp 2010 - Dec 2011
    Chicago, Il, Us
    Provide 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.
  • Deloitte
    Business Development Manager
    Deloitte Jan 2008 - Jul 2009
    Worldwide, Oo
    Business 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.
  • Deloitte
    Business Development Manager
    Deloitte 2008 - 2009
    Worldwide, Oo
  • Parson Consulting
    Account Executive
    Parson Consulting Dec 2007 - Dec 2007
    Us
  • Control Solutions
    Business Development Manager
    Control Solutions 2004 - 2007
    Woburn, Ma 01801-6500, Ma, Us
  • American Express
    Manager, Business Development
    American Express Jan 2000 - Jan 2003
    New York, Ny, Us
    Sold corporate card services, travel and expense management products. Worked int he B2B industry and the corporate sector.
  • Clarke American
    Account Executive
    Clarke American 1998 - 2000
    San Antonio, Texas, Us
    Sales Executive selling business products to financial institutions including: banks, credit unions, and brokerage firms.
  • Michigan Credit Union League
    Government Affairs Specialist
    Michigan Credit Union League 1996 - 1998
    Lansing, Michigan, Us
    Grass 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

Business Development Strategy Marketing Management Consulting Account Management Management New Business Development Strategic Planning Risk Management B2b Business Strategy Financial Analysis Sales Finance Linkedin Team Leadership Banking Financial Services Selling Negotiation

Lisa Siegrist Education Details

  • Michigan State University
    Michigan State University
  • Michigan State University
    Michigan State University
    American 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.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.