Lisa Denham

Lisa Denham Email and Phone Number

Senior Client Service AssociatePrivate Wealth
Lisa Denham's Location
Encinitas, California, United States, United States
Lisa Denham's Contact Details

Lisa Denham work email

Lisa Denham personal email

n/a
About Lisa Denham

Experienced Registered Client Service Associate with a demonstrated history of working in the financial services industry. Skilled in Sales, Contact Centers, and Management. Strong finance professional with a Bachelor of Arts (BA) focused in Public Relations/Image Management from Marietta College.

Lisa Denham's Current Company Details

Senior Client Service AssociatePrivate Wealth
Lisa Denham Work Experience Details
  • The Brauner Company
    Registered Client Service Specialist
    The Brauner Company Mar 2014 - Dec 2015
    Redwood City, Ca
    The Brauner Company is an independent, family-owned firm dedicated to their clients’ well-being. Over the last 30 years they have helped hundreds of individuals and families successfully navigate life’s financial transitions.
  • Los Altos Village Association
    Assistant To The Executive Director
    Los Altos Village Association Sep 2013 - Feb 2014
    Los Altos Ca
    LAVA is a small non-profit focused on enabling small businesses to thrive in the Los Altos community. The members participate in several committees that work to improve the downtown area, keep in touch with city affairs and the pulse of the community. These committees include the Property Owner’s Committee, City Affairs/Economic Development Committee, Beautification Committee and Promotions Committee.LAVA also coordinates special events, fund raisers and community events. The largest event being the Los Altos Art and Wine Festival.My role involved office management, business association sales support, project management, committee organizing and many other task to support the executive director and the vision of the association.
  • Wells Fargo
    Business Banking Specialist
    Wells Fargo Jun 2013 - Oct 2013
    San Jose, Ca
  • Saratoga Retirement Community
    Director Of Activities
    Saratoga Retirement Community Apr 2010 - May 2013
    Saratoga, Ca
    Saratoga Retirement Community is a Continuing Care Retirement Community (CCRC) located on 37 acres in Saratoga,CA.My last role involved overseeing all event activities for over 100 residents in the assisted living and memory care department. I managed two staff and I also supervised dozens of volunteers. I was awarded Outstanding Service by Resident Council Saratoga Retirement Community in 2012.
  • Mt. View Physical Therapy
    Physical Therapy Aide
    Mt. View Physical Therapy 2009 - 2010
    Mountain View
    The clinics goal is to provide high quality individualized care to each patient to fit their need and goals. Their treatment approach combines specialized manual therapy, therapeutic exercise, and patient education to promote proactive therapy and encourage patients to make lifestyle changes and achieve goals. I assisted physical therapist in providing quality care for patients.
  • Jeremiah'S Promise
    Outreach & Admissions Coordinator
    Jeremiah'S Promise 2007 - 2009
    Palo Alto, Ca
    Jeremiah's promise is a non-profit organization that works with foster youth and provides them opportunities to go to college as well as job and life skill training.My role involved working with foster youth to prepare them for college. I helped manage the housing program and I coordinated fundraising events to show appreciation for our volunteers. The housing program is no longer around however the mentoring program still exists.
  • Molokai Baptist Church
    Kindergarten Teacher
    Molokai Baptist Church Jan 2005 - Aug 2005
    Molokai, Hi
    I taught kindergarten for 6 months until the school unfortunately closed the K-12 due to lack of financial resources.
  • Lincoln Financial Group
    Inside Variable Annuity Wholesaler
    Lincoln Financial Group 1996 - 2005
    Fort Wayne, Indiana Area
    Headquartered in the Philadelphia region, Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. Our core business areas—life insurance, annuities, retirement plan services and group protection—focus on supporting, preserving and enhancing people’s lifestyles and retirement outcomesMy last role involved working as an inside variable annuity wholesaler in the home office located in Ft. Wayne Indiana. I raised and retained assets for a geographic territory with my external wholesaler. During this time I was awarded Winner of Outstanding Sales Recognition (2004) and Top Sales Award (2003).NASD Series 6 & 63 ; State Insurance License

Lisa Denham Skills

Marketing Event Planning Management Public Relations Sales Program Management Customer Service Non Profits Training Nonprofits Leadership Microsoft Office Newsletters Strategic Communications Internal Communications Marketing Strategy Volunteer Management Series 6 Variable Annuities Mutual Funds Call Centers Customer Satisfaction Community Outreach Morningstar Streetscape Microsoft Word

Lisa Denham Education Details

Frequently Asked Questions about Lisa Denham

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

Lisa Denham's current role is Senior Client Service AssociatePrivate Wealth.

What is Lisa Denham's email address?

Lisa Denham's email address is li****@****lue.com

What schools did Lisa Denham attend?

Lisa Denham attended Marietta College.

What skills is Lisa Denham known for?

Lisa Denham has skills like Marketing, Event Planning, Management, Public Relations, Sales, Program Management, Customer Service, Non Profits, Training, Nonprofits, Leadership, Microsoft Office.

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