Lisa Strobel Email & Phone Number

New York, Ny, Us

• Design high-end branded and customized gifting products for corporate clients, expanding the customer base and generating revenue growth

• Built a startup event production company generating over $1M to date, to coordinate and execute high-end experiential events for an elite group of Fortune 500 clients, successfully growing the business from the ground up

• Recruited to the organization by Senior Management including Ken Moelis, Chairman and CEO, to be a member of the senior leadership team to build a global client relationship strategy program including events, sponsorships, industry organization memberships and promotional branding• Direct the Client Marketing and Internal Programming teams to plan, coordinate, and execute curated experiences• Spearhead the financial planning and forecasting to provide consistency, compliance, and cost-effectiveness of all marketing activities, maintaining an $8M+ annual budget• Manage a $2.5M budget to devise and orchestrate innovative internal content programming, including health and wellness initiatives, and global firm-wide and team gatherings, monthly CEO Speaker Series for industry leaders• Established a targeted and strategic plan for Ken Moelis for consistent client engagement purposes, to broaden his client base and strengthen connectivity, including building a core support team and reporting tools for systematic tracking purposes• Collaborate on the daily planning, streamlining, and execution of processes in partnership with global Senior Managing Directors and Executive Management Committee members, including Co-Presidents, CFO, COO, Eric Cantor, Vice Chairman and former House Majority Leader, and the General Counsel• Source and obtain exclusive invitations to leading industry organizations, including Business Council, Business Roundtable (BRT), and World Economic Forum (WEF), leading to expanding the client base and furthering exposure to Fortune 500 companies• Currently in process of developing an online E-commerce store for Moelis branded merchandise for client marketing purposes• Oversee global Corporate Social Responsibility (CSR) program including directing philanthropic giving for firm-wide non-profit partnerships, local volunteering and group fundraising activities for local offices and Moelis Employee Networks

• Oversaw daily business operations including budget and forecast management, as well as real estate planning• Analyzed processing deficiencies and executed expense management initiatives, driving an increase to the bottom-line profits for the US investment banking business

• Headed internal and external teams to identify and successfully launch 100+ client opportunities with an $8M+ annual marketing budget to promote the company, resulting in expanding brand awareness and strengthening client relationships• Designed innovative marketing and branding materials, coordinated internal and external communications, and devised strategic planning to enhance marketing initiatives and sponsorship, influencing the growth of the US investment banking business

• Integral to the founding team as an initial member of 35 employees to influence the startup and establishment of the company in Los Angeles, managing the operational functionalities to drive rapid expansion• Directed a team of 120 employees and managed human resources, recruiting, real estate and facilities, internal and external client events, technology, training and development, and financial management, ensuring seamless operations across the Investment Banking division

• Key member of core DLJ team including Ken Moelis, that collectively left to join UBS