Lisa L. Email & Phone Number

United States

United States

New York, New York, Us

New York, New York, Us

New York, New York, Us

Addepar was founded in 2009 to maximize the impact of the world’s capital. Building for even the most complex portfolios, Addepar gives asset owners and advisors a clearer financial picture at every level, allowing them to make more informed, timely and data-driven investment decisions. As one of the fastest growing companies in fintech - backed by the industry’s top investors including 8VC, D1 Capital Partners, WestCap and Valor Equity Partners - Addepar’s clients use the platform to manage and advise on more than $7T in assets globally, and that number is growing by more than $15B each week. More than 600 of the world’s leading family offices, registered investment advisors, private banks and large financial institutions use Addepar today to deliver exceptional value to their clients, setting new growth and client engagement records every quarter.

Mountain View, Ca, Us

• Led trust and safety operations for third-party Google API developers; responsible for OAuth API verification escalations, workflow improvements, tooling, training, and documentation• Managed, trained, and mentored 15-person global analyst review team on complex third-party developer application review process; goaled against operational metrics such as productivity, utilization, quality, & TAT to enable success• Developed, evaluated, revised and scaled the Gmail verification workflow policies and internal controls in partnership with Legal, Product, Policy, Engineering, and third-party security teams, resulting in protection of ~900M user’s data• Drove alignment between global OAuth API Abuse workflows and team leads across workflow consolidation, escalation frameworks, escalation mitigation, and operational metrics

Mountain View, Ca, Us

• Coordinated delivery of international language releases for Google's GBoard keyboard app; responsible for bug assignment, changelists, project compliance, documentation, and vendor management• Partnered with engineers, program managers, and linguists to manage and deliver 60+ locale projects• Updated status of 60+ project bugs weekly, submitting 200+ changelists into the Google database• Managed and oversaw external speech vendors, including data quality verification, budgeting, guidelines, documentation, and ongoing project management

San Luis Obispo, California, Us

• Led client retention efforts through detailed field research and analysis of customer trends, resulting in 5% increase in customer retention• Conduct client surveys via cold call, email, and database search to collect and compile data on 300+ clients• Drove UX feedback projects in partnership with the Client Care, UX, and Sales teams for developing improvements to user experience• Managed data cleanup and migration initiative to Salesforce, improving future sales outreach efforts

Bachelor'S Degree, Business Administration And Hr Management

High School Diploma