Lisa Wyman Email and Phone Number
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After SWTSU, I spent a few years traveling while teaching SCUBA diving but soon learned it was time to get a "real job." My professional life began in Austin TX where I worked as receptionist or executive assistant in a variety of industries. Before CMC, my concentration was in event management.CMC Founder and Managing Partner, Teresa Mason and I have been neighbors and friends for many years. When she asked if I’d be interested in becoming her Director of Operations , I didn’t even need to sleep on it. As a newly created position for the company, I was given the opportunity to define the job… and it is still evolving. I wear many hats and essentially do whatever is needed including client billing and HR. Outside my professional life, I am a vigilant animal activist and nature lover. I recently moved back to Austin, TX to be closer to family and left behind over 300 orchids along with a number of close friends cultivated over 30 years of living in the Bay Area. I miss it daily but we are finding our groove and it’s once again feeling like home.
Collins, Mason & Company
View- Website:
- cmcaccountants.com
- Employees:
- 24
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Director Of OperationsCollins, Mason & Company Jan 2016 - PresentUnited StatesAs the Director of Operations for Collins Mason, I coordinate the day-to-day operations of the firm in order to provide exemplary service to clients in a timely, effective, and profitable manner. These are a few of my responsibilities:* Assist in allocation of both people resources and financial resources for the benefit of the firm* Focus on the accountability of all team members (which includes partners) to implement CMC’s strategies* Serve as team leader for production, administration, facilities, human resources, and technology* Ensure all team members have what they need to ensure CMC’s clients success* Supervise, lead, and coach the administrative team so that they can carry out day to day administration functions * Set up new clients in all firm databases* Handle all aspects of recruiting including posting positions and conducting initial screening of possible candidates* As a key person on Managing Partner’s Leadership Team, provide open and candid dialogue with partners* Take initiative to strengthen the quality, effectiveness, and profitability of firm work through continual development and improvement of firm processes and procedures* Prepare monthly reports measuring the six key profit drivers and work with the partners to take appropriate steps to strengthen and improve performance on an ongoing basis* Ensure firm database is accurate with client information, client services, and projects * Act as role model for awesome service to clients
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Senior Project CoordinatorKaiser Permanente Jan 2014 - Dec 2014Oakland, CaProvided operational and project support to the Business Process Excellence Office, which included calendaring and meeting support for the senior manager and team whose primary focus is to map business processes for the five NFS (National Facilities Services) business units. In addition to scheduling multiple high level meetings per week, I provided Visio mapping and Power Point presentation editing. My work consisted of 50% project coordination and 50% calendar, meeting, and event management for the team including OneLink expense reporting and e-procurement for supplies. -
Senior Executive AssistantIntegrated Healthcare Association Mar 2009 - Jan 2012Provided administrative and operational support for two executive program directors at this non-profit organization. Planned and executed special events to support program initiatives. Handled accounts payable and receivable. Proofread complex legal documents and developed spreadsheets and PowerPoint presentations. Authored and distributed executive communications. Provided design advice and edited quarterly web-based newsletters.* Managed and coordinated all logistics for 40+ committee/board meetings and events per year (secured appropriate venues, created schedules, developed agendas and meeting materials, distributed invitations, secured catering, coordinated & oversaw registration, handled travel arrangements)* Increased productivity by 30-40% by streamlining the entire meeting/event planning process* Mastered CVENT event planning software and trained coworkers in utilizing CVENT; received praise from the Vice President of Human Resources for expertise in using CVENT* Reviewed the Program Director’s work habits and reorganized her office to increase efficiency* Served as a trainer and subject matter expert on Microsoft Outlook, Word, Excel, & PowerPoint* Established procedures to handle communication with both internal and external customers -
Executive AssistantScientific Learning Mar 2003 - Feb 2009Oakland, CaProvided direct executive-level support to the VP of Customer Operations and additional part-time support to the Chief Education Officer and to a Company Founder/Executive VP. Managed a team of nationwide off-site trainers. Coordinated domestic and international travel and prepared expense reports. Drafted executive correspondence and represented executives in high-level meetings. Managed busy executive calendars and ensured all deadlines were met. Scheduled appointments and coordinated meetings.* Received many thanks for providing indispensable support to the VP of Customer Operations* Coordinated event logistics and managed multiple national customer conferences with up to 450 attendees (including complete event management and website design)* Grew membership/attendance at national customer conferences by 65% over 6 years* Trained and coached employees in using Microsoft Outlook, Word, Excel, and PowerPoint* Increased efficiency and productivity by outsourcing the entire CD shipping process -
Software TrainerExecutrain May 2001 - Feb 2003Developed and delivered end-user training for Microsoft Office products. Continually modified training instruction to meet diverse client needs and learning styles. Served as an ongoing contact and reference for client questions related to training and software. Provided one-on-one training and tutoring to specific customers. Assessed individual client needs and then delivered site-specific training for larger corporations in proprietary software and efficiency tools.Also served in an event planning and event management role for team events and parties. -
Executive Assistant (Communications)Towers Watson Feb 1997 - Apr 2000San Francisco Bay AreaPrioritized a heavy daily workload and provided inclusive executive-level support to the Communications Practice Leader. Planned team and company events including off-site global meetings and parties. Managed the Practice Leaders' complex calendar and coordinated meetings and travel arrangements. Worked alongside the Practice Leader on client projects (authored & graphically designed communications).Specifically recruited by the Managing Consultant to collaborate on all department's events. Trained newly-hired employees on using Microsoft Outlook, Word, Excel, and PowerPoint.
Lisa Wyman Skills
Lisa Wyman Education Details
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SwtsuPsychology And Mis -
Psychology And Mis
Frequently Asked Questions about Lisa Wyman
What company does Lisa Wyman work for?
Lisa Wyman works for Collins, Mason & Company
What is Lisa Wyman's role at the current company?
Lisa Wyman's current role is Director of Operations at Collins, Mason & Company.
What is Lisa Wyman's email address?
Lisa Wyman's email address is li****@****ast.net
What is Lisa Wyman's direct phone number?
Lisa Wyman's direct phone number is +151022*****
What schools did Lisa Wyman attend?
Lisa Wyman attended Swtsu, Texas State University-San Marcos.
What are some of Lisa Wyman's interests?
Lisa Wyman has interest in Economic Empowerment, Green Technologies, Civil Rights And Social Action, Gourmet Food, Environment, Animals, Scuba Diving, Reading, Independent Movies, Education.
What skills is Lisa Wyman known for?
Lisa Wyman has skills like Event Planning, Outlook, Event Management, Training, Leadership, Administrative Assistants, Powerpoint, Customer Service, Administration, Management, Microsoft Excel, Research.
Who are Lisa Wyman's colleagues?
Lisa Wyman's colleagues are Carol Sullivan, Judy Ng, John Benson, Monica Shen，ms, John Benson, Teresa Mason, Cpa, Ms, Cgma, Lisa Scott.
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