Lisa Wilkes Email and Phone Number
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Results-oriented, multi-disciplined program manager with extensive experience in financial services, including UBS, E*Trade, JPMorgan, and American Express. Recognized for driving transformational change and successfully delivering complex projects. Proven ability to lead large cross-functional teams, build strong internal and external relationships, and achieve significant bottom-line results. Expertise in Agile and Waterfall methodologies. Maximizes revenue growth through creating innovative strategies and driving strong results.Specialties:Strategy and Business PlanningProgram and Change ManagementProcess Design and ImprovementAgile, Waterfall, and Hybrid MethodologiesTraining and CommunicationsTechnical ExpertiseAnalyticsSystems IntegrationBusiness Analysis and RequirementsVendor ManagementRisk ManagementHR TechnologySales DevelopmentNegotation SkillsGlobal Project ImplementationCompetitive IntelligenceFinancial ServicesWealth ManagementCommercial BankingTeam LeadershipSix Sigma Green Belt Trained
Ubs
View- Website:
- nyftyfitness.com
- Employees:
- 28
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Director, Ubs Platform Program ManagementUbsNew York, Ny, Us
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Director, Ubs Platform Program ManagementUbs Dec 2023 - PresentWeehawken, New Jersey, United StatesManage one of the top ten visible, strategic multi-year technology projects within Global Wealth Management. Oversee vendor relationships. Quickly mobilized all internal and external workstreams to develop overall project plan, and processes for product delivery requirements. Oversaw technology enhancements and created regular reports to senior management. Received recognition award for quarterly achievements given to top contributor for division. -
Director, Ubs Financial WellnessUbs Sep 2021 - Dec 2023Weehawken, New Jersey, United States2022 recipient of UBS Key Talent awarded to top 5% of employees. Introduced innovative strategies to grow the business, doubling sales of new clients. Oversaw all day-to-day operations serving as COO. Completly revamped financial wellness business end-to-end and elevated to head of business.
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Director, Project Manager, Cpm, CooUbs Mar 2019 - Sep 2021Weehawken, New JerseyProvide PMO oversight and support for various programs within Global Wealth Management. Oversaw a large portfolio of critical IT and vendor project for the equity plan and retirement arms of Workplace Wealth Solutions and successfully executed complex transactions, leading to new partnerships and investments.
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Senior Project Management Consultant To Hr Americas Change TeamNorthpointe (Ubs Financial Services) Nov 2015 - Feb 2019Weehawken, NjLaunched first UBS global platform agile implementation of a complex workflow based HR process. Led HR efforts in creating a global middle office structure and global initiatives working with HR management to upskill and enhance service offering for HR advisors. Successfully oversaw code releases and led global HR initiatives, leveraging adaptability and strategic thinking.
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Practice Leader, Custom Reporting & Participant CommunicationsE*Trade Financial Corporation Aug 2014 - Sep 2015Jersey City, NjDrove participant communication initiatives and reduced clients' manul reporting needs, showcasing innovation and efficiency. -
Strategy Leader, Corporate Services Learning & Development GroupE*Trade Financial Dec 2011 - Aug 2014Jersey City, NjLed team responsible for training of Corporate Clients, Stock Plan Participants, and Internal Associates. Received an Excellence in Practice Citation from the American Society for Training and Development 2 years in a row for Corporate Client training program available through 6 delivery channels. Improved overall client training strategy through restructuring course offerings, roundtables and driving awareness of programs. Revamped internal on-boarding programs, product and sales skills training. Achieved 90% satisfaction ratings for corporate client training and achieved the highest division award for driving strong training across external and internal clients.
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Strategy & Program Management - Corporate ServicesE*Trade Financial Nov 2010 - Dec 2011Jersey City, NjActed as Chief of Staff for President of Corporate Services. Successfully took new Executive stock plan participant service-level offering from concept to launch in less than 6 months.
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ConsultantConsultants 2 Go - American Express Jun 2010 - Oct 2010New York, New York, United StatesActing Director for newly formed team focused on supporting account managers to sell fee-based revenue services to merchants
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Director Of New Industry Development & Marketing, Merchant ServicesAmerican Express May 2005 - Sep 2009New York, New York, United StatesLed 20 person international and cross-functional team in driving entrance into a new industry. Build value prosition, client proposal for acceptance, financial and pricing models. Gained new client signing worth $60MM in annual revenue. Received 2009 American Express platinum recognition award for this deal. Managed a variety of marketing initiatives to drive growth including managing websites for merchants and consumers, running trade shows, telesales, sales support collateral and training, multi-channel campaigns and creating unique sales door-openers.Strategic oversight and execution to drive revenue growth in various industries. -
Director Of Business & Competitive Analysis, Merchant ServicesAmerican Express Nov 2003 - May 2005New York, New York, United StatesWorked directly with President of Merchant Services on diagnosing root causes for merchant attrition and profitability issues. Analyzed and synthesized data to develop and implement strategic recommendations to reverse trends including changing reporting, pricing strategy, call-center scripts, and on-boarding strategies.
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Director And Manager Of Mergers And Acquisitions, Atm BusinessAmerican Express May 1999 - Nov 2003New York, New York, United StatesIdentified, negotiated, and executed international and domestic acquisition and divestiture deals for ATM business. Managed complex transition of business with 100+merchant relationships and contracts. Re-negotiated contract with major institution resulting in $28MM in cost-saves. Re-engineered complex ATM operations process resulting in 100% satisfaction by top client for cost savings and process management.Received 2001 and 2002 performance award for top 5% of all employees for work in this business.
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Marketing DirectorPermanent Label Corporation Jul 1993 - May 1999Clifton, New Jersey, United StatesSpearheaded new marketing strategy at a small company including a new trade show strategy, website, trade ads, and enabled them to enter a new market. Gained 10% annual increase in revenue.
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Sales And Marketing ManagerJp Morgan Chase (Formerly Chemical Bank) Aug 1989 - Jul 1993East Brunswick, New Jersey, United StatesHeld various positions in sales and marketing. Managed all deposit product incentives, developed pricing recommendations for retail business, and orchestrated opening of fastest growing branch.
Lisa Wilkes Skills
Lisa Wilkes Education Details
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Economics
Frequently Asked Questions about Lisa Wilkes
What company does Lisa Wilkes work for?
Lisa Wilkes works for Ubs
What is Lisa Wilkes's role at the current company?
Lisa Wilkes's current role is Director, UBS Platform Program Management.
What is Lisa Wilkes's email address?
Lisa Wilkes's email address is j_****@****ail.com
What is Lisa Wilkes's direct phone number?
Lisa Wilkes's direct phone number is +197395*****
What schools did Lisa Wilkes attend?
Lisa Wilkes attended Boston College, Rutgers, The State University Of New Jersey-Newark.
What skills is Lisa Wilkes known for?
Lisa Wilkes has skills like Strategy, Competitive Analysis, Business Development, Product Management, Cross Functional Team Leadership, Leadership, Management, Marketing Strategy, Project Management, Program Management, Analytics, Marketing.
Who are Lisa Wilkes's colleagues?
Lisa Wilkes's colleagues are Flloyd Rewa, Ethan Harro.
Not the Lisa Wilkes you were looking for?
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3gmail.com, vt.edu, vt.edu3 +154023XXXXX
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3aol.com, bcbsfl.com, floridablue.com -
LISA WILKES
Vice President For Strategic Initiatives & Special Assistant To The President At Virginia TechBlacksburg, Va2vt.edu, vt.edu -
Lisa Moore
Grand Rapids, Mi
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