Lisa Thomas Email & Phone Number

Cincinnati, Oh

West Hartford, Connecticut

Supported 4 Portfolio Managers, 2 Wealth Directors, Team Leader and Regional Manager to maintain and grow client relationships. Coordinated maintenance of office equipment, maintained and ordered office supplies, and processed vendor invoices. Collaborated with team and marketing coordinator to plan client and prospect events. Prepared mailings and monitored guest responses. Attended and assisted at events and monitored marketing budget expenses.

East Hartford, Ct

• Supported 12 Relationship Managers and a Regional Manager with tasks needed to maintain client relationships.• Provided support to Relationship and Regional Managers by assisting with client calls, arranging travel, preparing and editing documents and creating PowerPoint presentations for client visits.• Office Manager for offices in Hartford, Atlanta and Pittsburgh. Purchased office supplies, answered incoming calls, responded to general e-mails and resolved IT issues.• Organized team and shareholder meetings/events including site selection, catering and preparation of appropriate materials.