Lisa Jacobs Email and Phone Number
Lisa Jacobs work email
- Valid
- Valid
- Valid
- Valid
Lisa Jacobs personal email
- Valid
Lisa Jacobs phone numbers
In a rapidly evolving fintech and insurance landscape, the key to sustainable growth lies in harmonizing customer success with product innovation, while also maintaining team growth and professional development. As a customer-centric executive, my expertise lies in driving customer success, product development, and revenue growth within the insurance and fintech sectors. I influence innovative product roadmaps, optimize customer journeys, and create tailored experiences that resonate with clients and stakeholders. Throughout my career, I have demonstrated a strong ability to build and lead high-performing teams, fostering a culture of collaboration, excellence, and continuous improvement. I excel at translating abstract ideas into clear, actionable strategies that drive significant impact on the bottom line. As a trusted business partner and advisor, I leverage my insights to systematize processes and enhance team efficiency, focusing on both strategic vision and hands-on execution. I am incredibly proud of my accomplishments throughout my career and am always looking for ways to continue to learn. I am eager to expand my professional network and see what the future may hold. If you would like to connect, please contact me!
-
Head Of Product ManagementRedblack SoftwareBedford, Nh, Us -
Vice PresidentIntelliflo Aug 2022 - PresentWimbledon, England, GbI lead multiple teams of top-notch colleagues within intelliflo. My teams are focused on Customer Success and the full Customer Journey lifecycle, devoted to provide exemplary service to our customers related to consulting and professional services, relationship management, implementations and support, and product management. I bridge conversations to work cross-collaboratively across internal teams, partnerships and vendors, and our customers. intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help advisors compete and grow. -
Director At Intelliflo | Client Services And Relationship ManagementIntelliflo Mar 2021 - Aug 2022Wimbledon, England, Gb -
Director Of Client ServicesRedblack Software Jan 2020 - Aug 2022RedBlack Software was acquired by Invesco and merged into a single entity, intelliflo, where my experience has continued.
-
Manager - Client Support And Relationship ManagementRedblack Software Jun 2018 - Jan 2020
-
Client Services RepresentativeRedblack Software May 2017 - Jun 2018
-
Financial AdvisorNorthwestern Mutual Mar 2016 - Apr 2017Milwaukee, Wi, UsI rely not only on my own knowledge and experience, but also on the expertise of a team of specialists. Together, we can provide innovative solutions and professional direction to help clients accomplish their objectives.Northwestern Mutual is a financial services mutual organization that delivers insurance and investment solutions, including life, disability income and long-term care insurance, brokerage and advisory services. -
Director Of Training And DevelopmentNorthwestern Mutual Nov 2014 - Mar 2016Milwaukee, Wi, UsResponsible for the proactive, strategic execution and oversight of the New Representative Development System and other agency training programs to ensure alignment with the Mission, Vision and Values of the Network Office and Leadership Team. -
Director Of Internship DevelopmentNorthwestern Mutual Feb 2014 - Nov 2014Milwaukee, Wi, Us -
Associate Financial RepresentativeNorthwestern Mutual Jul 2012 - Jan 2014Milwaukee, Wi, Us -
Office Manager - Northbrook DistrictNorthwestern Mutual Jun 2008 - Jun 2012Milwaukee, Wi, Us -
Office Coordinator - Northbrook DistrictNorthwestern Mutual Jun 2008 - Oct 2008Milwaukee, Wi, Us -
Designer - Vernon HillsWalter E. Smithe Furniture Jan 2007 - Jun 2008Itasca, Illinois, Us
Lisa Jacobs Skills
Lisa Jacobs Education Details
-
Eastern Mennonite UniversityPsychology -
Southern New Hampshire UniversityBusiness Finance And Accounting
Frequently Asked Questions about Lisa Jacobs
What company does Lisa Jacobs work for?
Lisa Jacobs works for Redblack Software
What is Lisa Jacobs's role at the current company?
Lisa Jacobs's current role is Head of Product Management.
What is Lisa Jacobs's email address?
Lisa Jacobs's email address is li****@****mfn.com
What is Lisa Jacobs's direct phone number?
Lisa Jacobs's direct phone number is +163033*****
What schools did Lisa Jacobs attend?
Lisa Jacobs attended Eastern Mennonite University, Southern New Hampshire University.
What are some of Lisa Jacobs's interests?
Lisa Jacobs has interest in Economic Empowerment, Civil Rights And Social Action, Politics, Education, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief, Human Rights.
What skills is Lisa Jacobs known for?
Lisa Jacobs has skills like Customer Service, Leadership, Management, Time Management, Microsoft Excel, Microsoft Office, Powerpoint, Insurance, Event Planning, Finance, Sales, Public Speaking.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial