Lisa Whittaker Email & Phone Number

Strategic, creative and detail oriented professional for whom no task is too large or too small. Has enjoyed progressive responsibility in all areas of marketing and product management, as well as specialty projects as an independent consultant. Developed customer strategies for both High Net Worth and Mass Affluent clients. Successful implementor of retention strategies with both Investment and Banking Clients. Experience in product development, client communications, investment management and banking throughout retail and business sectors. Developed prototype rules for client event triggered sales leads, recognized in 1:1 Magazine in 1999. Managed marketing and sales staff across diverse geography. Go To person for strategic implementation - such as client facing response to new regulation or new business ventures.Specialties: Creative solutions to problems and a no matter the resources we can make it happen attitude- sometimes you just need a pen and paper. All aspects of the customer and product life cycle from strategic development through product introduction, sales force management and incentive construction, event and lead based marketing, significant conversion experience, Chartered Financial Analyst with direct experience in institutional investments marketing. Series 7, 24, 63

Listed skills include Strategy, Marketing Strategy, Financial Services, Product Management, and 27 others.

• Managing Director

  Splendidly Consulting

  Winter Garden, Fl, Us