Lisa Craig Email & Phone Number

United States

• Custom designed exercise programs that enabled clients to achieve weight loss, build confidence, improve health, and adopt a healthier lifestyle.• Coached and monitored clients through safe workouts modified to their fitness levels and medical considerations, such as scoliosis, arthritis, osteoporosis, Parkinson’s Disease, blindness, and various post-surgeries.• Developed and delivered classes for the company’s fitness training program that consisted of circuit training, upper/lower body, core, and stretching classes as well as one-on-one training.

North Quincy, Ma

• Skilled in building collaborative relationships with cross-functional team members. • Committed to providing excellent customer service to internal and external clients. • Reputation for strong organizational, communication, and critical thinking skills. • Recognized with awards for teamwork and risk mitigation.• Evaluated and documented data in a fast-paced environment providing clients with critical information to make investment decisions.• Trained and coached new staff to become proficient in researching/processing corporate events across global markets.• Verified associates’ work for accuracy prior to delivery of information to clients.• Researched and replied to client inquiries within 24-hour timeframe.• Prepared reports using Adobe and Excel for management review to assist in mitigating risk.• Assisted in Business Continuity exercises with the goal of providing seamless service to clients in the event of disruptions or emergencies.• Received Spotlight Award for teamwork for role in successfully processing a high exposure corporate event with holdings for over 300 securities.

Boston, Ma

• Trusted point person for complex corporate events sensitive to the client and the bank. • Key player in coaching staff members in researching/processing events across global markets. • Excellence in providing accurate/pertinent details to investors.• Assisted management in clean conversion with regard to the merger with State Street Corp.• Developed and sustained internal and external client relationships by providing superior customer service.• Reviewed and approved the work of associates for delivering timely and accurate final information to clients.• Delivered error free work and confirmed accuracy of all supporting information and pertinent details given to clients.

Boston, Ma

• Assisted group through a functional realignment, the addition of the middle office business model, and several platform and technical changes.• Made process improvement suggestions which were reviewed by management and later implemented.• Served as role model and resource to less experienced analysts through extensive knowledge of Global Corporate Actions and markets and developed guide on basic procedures for training.• Efficiently researched and relayed sensitive information to clients regarding corporate events.• Trained newer staff members on all aspects of Global Corporate Actions while cross-training with other departments to gain a better understanding of the business.• Performed excellent, error-free position reconciliation and instruction processing to sub-custodians and often stayed late to ensure that all events were fully instructed.• Won Spotlight Awards for identifying systems failure that may have posed client service issues for the bank and for expanding duties during a period in which the department was understaffed.

Certified Nutrition Coach

Certified Fitness Trainer

Bachelor Of Arts - Ba, Political Science And Government

Master Of Arts - Ma, Community And Social Psychology