Lisa Schroeder

Lisa Schroeder Email and Phone Number

Consultant at Spark IPS @ SPARK IPS
Lisa Schroeder's Location
Milwaukee, Wisconsin, United States, United States
Lisa Schroeder's Contact Details

Lisa Schroeder work email

Lisa Schroeder personal email

Lisa Schroeder phone numbers

About Lisa Schroeder

Lisa Schroeder is a Consultant at Spark IPS at SPARK IPS. She possess expertise in leadership, strategic planning, series 7, insurance, fixed annuities and 14 more skills. Colleagues describe her as "Earlier this year, my wife and her siblings were faced with the difficult decision of having to place their mother into a Memory Care Facility due to Alzheimer’s Disease. The compassion, knowledge and direction that Lisa provided our family was invaluable! Throughout this stressful move, Lisa went above and beyond availing herself to phone calls, texts and emails (almost 24/7!) in an effort to provide comfort to the family and my mother-in-law. Often, Lisa would personally observe mom and send a family text to indicate how her adjustment seemed to be going on that particular day or time. Never did we realize the turmoil Alzheimer’s would play on our loved one (and family) during this move - we are SO thankful that Lisa was there to guide and support us throughout this difficult time! Professional, knowledgeable and compassionate. -Jeff & Donna", "I worked closely with Lisa when we placed my mother into Heritage a few months back. This was a trying time for our family but her warm and caring ways, as well as her knowledge, really helped us make the right decision. With COVID 19, there were a few times that we had plans that changed last minute and Lisa always handled herself in a very professional, yet gentle way. She always went above and beyond and always followed up when she said she would. I was very impressed with her level of dedication to her job and the residents there. She really made sure that both the residents and their families were comfortable and she always treated everyone with respect.", and "I met Lisa when my mother was considering moving into Heritage this past year. I found Lisa to a very kind, helpful, and caring person. She radiates enthusiasm and warmth. She made my mother, my sister, and me feel very positive about mom’s move. Lisa is a people person, who lives by the golden rule. Hats off to you Lisa! You’re a rock star! 👍 Mike Ropele"

Lisa Schroeder's Current Company Details
SPARK IPS

Spark Ips

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Consultant at Spark IPS
Lisa Schroeder Work Experience Details
  • Spark Ips
    Consultant
    Spark Ips May 2024 - Present
    Manchester, Connecticut, Us
  • Teal Shores Senior Living
    Director Of Sales And Marketing
    Teal Shores Senior Living Sep 2020 - May 2024
  • Heritage Senior Living, Llc
    Director Of Community Relations
    Heritage Senior Living, Llc Apr 2019 - May 2020
  • Financial Services
    Leader Of Operations And Organizational Change
    Financial Services Aug 2018 - Mar 2019
  • The American Deposit Management Company
    Director, Financial Operations
    The American Deposit Management Company Apr 2018 - Aug 2018
    Pewaukee, Wi, Us
  • Annuity And Insurance Operations
    Service Operations Leader | Change Agent | Relationship Manager
    Annuity And Insurance Operations Nov 2016 - Apr 2018
  • Baird
    Senior Vice President, Annuity And Insurance Operations
    Baird Mar 2001 - Jan 2017
    Milwaukee, Wi, Us
    Focused on improving service and ease of doing business. Identified pain points and implemented solutions to enhance client experience. Active in the insurance and annuity industry; partnered with vendors, carriers and internal resources to further technological advances.Voice of the product to the firm from an operations perspective; partnered with Marketing Directors to ensure products were represented.Developed and implemented Policies and Procedures, SLAs and Supervisory ProceduresIdentifed process improvement opportunities, developed and implemented action plansFostered employee engagement and employee career pathing.

Lisa Schroeder Skills

Leadership Strategic Planning Series 7 Insurance Fixed Annuities Variable Annuities Series 63 Business Relationship Management Mutual Funds Financial Services Retirement Planning Life Insurance Wealth Management Asset Allocation Finra Wisconsin Insurance License Investment Advisory Investments Trading

Lisa Schroeder Education Details

  • University Of Wisconsin-Milwaukee
    University Of Wisconsin-Milwaukee
    General

Frequently Asked Questions about Lisa Schroeder

What company does Lisa Schroeder work for?

Lisa Schroeder works for Spark Ips

What is Lisa Schroeder's role at the current company?

Lisa Schroeder's current role is Consultant at Spark IPS.

What is Lisa Schroeder's email address?

Lisa Schroeder's email address is ls****@****ird.com

What is Lisa Schroeder's direct phone number?

Lisa Schroeder's direct phone number is +141490*****

What schools did Lisa Schroeder attend?

Lisa Schroeder attended University Of Wisconsin-Milwaukee.

What skills is Lisa Schroeder known for?

Lisa Schroeder has skills like Leadership, Strategic Planning, Series 7, Insurance, Fixed Annuities, Variable Annuities, Series 63, Business Relationship Management, Mutual Funds, Financial Services, Retirement Planning, Life Insurance.

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