Lisa K. Lee Email & Phone Number

Austin, TX, US

Dallas, TX, US

🚀 Leader of CADyshack.com - the largest global community for AWS Partner Cloud Alliance Directors (600+ partners across 16 countries)👩‍💻 Creator & President of Lady Shack - our fastest-growing initiative, empowering women AWS Partner Alliance Leaders, collaborating with Women's Affinity Groups at AWS🔥 Host of the CADy Shack Fireside Chat: weekly hosted.

As VP Operations & VP Go-to-Market for Awsome Partners, Lisa leads CADy Shack & Awsome Partners. She develops and drives growth, operational strategies, and executes go-to-market strategies for both companies. Lisa's professional passion & specialty is Gen AI GTM. She produces Gen AI GTM Events for AWS with AWS Partners. She is creator & President of Lady.

Seattle, Washington, US

Upnotch is an executive mentorship platform for professionals, leaders, entrepreneurs and rising stars.upnotch.com

San Francisco, California, US

Women in Revenue is a group of leaders and up and coming leaders in sales, marketing and other revenue impacting roles. Founded in San Francisco, our members are strong women primarily in the tech industry focused on three things:-Education and awareness of diversity and inclusion in the workplace-Giving back to women through mentorship programs.

Austin, Texas, US

GTM Leader & AWS Partner Alliance Leader - Built & led Gen AI GTM in NAMER for a 2-time AWS SI LATAM Partner of the Year - AWS Advanced Partner: AI/ML, Data & Analytics, D2E- Designed omni-channel Co-Sell campaigns that led to $7 Million in Services- Won Ingram Micro Shark Tank Competition at AWS re:Invent for Best Pitch- Keynote Speaker at AWS Cloud Sales.

New York, NY, US

Formerly The Revenue Collective, Pavilion is a private membership for high-growth operators & leaders from world-class organizations who are looking to thrive in today's evolving business world. Pavilion is powered by an international community of members from fastest-growing companies.

• Created new Meetup Group for Thought Leaders in Enterprise SaaS Sales & Marketing
• Networking, education & social events for professionals in Cloud Computing/Subscription Models/SaaS & Mobile Solutions to Enterprise
• Co-organizer is Stanford Lecturer Chuck DeVita: https://www.linkedin.com/in/chuckdevita/
• Kick-Off Happy Hour Thursday, August 1, 2019: https://www.eventbrite.com/e/enterprise-saas-sales-marketing-thought-leaders-happy-hour-august-1-registration-64478622295
• Meetup Link: www.meetup.com/Enterprise-Saas-Sales-Marketing-Thought-Leaders-Meetup/

New York, New York, US

Persado is a high-growth, category-leading Gen AI platform that helps data-driven executives: CMO, CTO, CDO, CFO, and P&L owners – unlock a new level of value creation by ensuring the right words are used at every customer interaction. By combining advanced data science, linguistics, emotional psychology, & personalization at scale, Persado's AI calculates.

San Mateo, CA, US

SetSail is the first signal-based selling platform designed for the digital age. It uses AI and behavioral science to transform sales data into buying signals and rewards that drive more revenue. CROs and Sales VPs at companies like Cisco, ADP, SolarWinds, and Productboard rely on SetSail’s complete data-to-behavior solution to automate sales programs and.

New York, New York, US

Braze is a customer engagement platform that delivers messaging experiences across push, email, apps, OTT, and more. Braze is a Leader in the Gartner Magic Quadrant for Mobile Marketing Platforms in 2019, & on the 2019 Forbes Cloud 100. Braze is built specifically for today’s mobile-first world and tomorrow’s ambient computing future. Braze is set apart as.

San Francisco, California, US

Full lifecycle Account Executive. Increased mobile app revenue, & boosted omni-channel engagement by delivering a personalized, curated experience. Force Management MEDDIC methodology for value-oriented approach to enterprise sales. Customers included Starz, Lionsgate, Scopely, Mobilityware, Evite, Lucky Day.

Frisco, Texas, US

• Lisa helped Enterprise IT Leaders be strategic. New business/global account management for Fortune 200 companies, the world's largest & most security-conscious enterprises
• Top Producer! New logos: Splunk, Tanium, Lawrence Livermore National Labs, Control4
• Renewed Wells Fargo, Visa, AT&T, Nordstrom, AstraZeneca, Disney, Electronic Arts, Linkedin, NVIDIA, Expedia, Robert Half
• Presents value proposition to CTOs, CIOs, CISOs, VPs, Directors, & IT Administrators for GroupID - Identity & Access Management for Active Directory, Azure AD & Office 365
• Full sales cycle: new license sales, onboarding, renewals, cross-sells & customer success
• Conducts Demos, manages highly technical POCs, PSO engagements & security reviews

Westlake, Texas, US

• S&P 100 VP: doubled assets under management from $150 million to $300 million through warm calling, email, referrals, and in-person meetings.
• Top producer in Galleria branch, produced 25% of revenue in an eight broker office.
• Top producer in managed accounts - $80 million.
• Provided comprehensive strategic advice on investments, estate planning, private banking, jumbo mortgages, HELOC, and term/whole life insurance for high net worth clients with assets greater than $1 million at Schwab.
• Managed relationships & quarterbacked team-based planning with CPAs, attorneys, money managers, CFPs, CFAs, family offices, money managers, insurance specialists, bankers, & trust companies.
• Business development & account management: developed new and existing client relationships, taking a planning-based approach to understand client’s needs and objectives.

Boston, MA, US

• Increased assets under management from $120 million to $200 million through warm calling, referrals, presentations, and in-person meetings.
• Planned retirement strategies for Presidents of Shell Wind Energy and Shell Integrated Services.
• Formulated complex investment strategies for nation’s largest money manager and largest retirement plan provider, across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an.
• Conducted client education seminars and sales training for regional and branch employees.

Memphis, Tennessee, US

• Top Producer - #1 of 52, Rookie of the Year - #1 of 15
• Brokered mortgage-backed securities, LIBOR-based derivatives, treasuries & agency bonds to New York banks via cold calling and in-person visits for a primary dealer.
• Clients were Treasurers, CIOs, CFOs, Portfolio Managers and Presidents of domestic and international banks in New York.
• Presenter at U.S. Small Business Administration meetings for bankers in Manhattan, and bank due diligence committee meetings.

Atlanta, Georgia, US

• Produced $300 million annually in mutual fund and unit investment trust sales; ranked #2 nationally.
• Utilized consultative based selling approach as Mutual Fund Wholesaler for Invesco to full service brokers at banks in New York City through cold calling, warm calling, & in person presentations.
• Teamed with Regional Vice President and Marketing Assistant to achieve sales objectives.
• Represented Invesco Funds at marketing campaigns, product launches, and financial industry events in New York City.

New York, NY, US

• Won award for opening most new accounts.
• Advised high net worth investors on complex strategies for stocks, bonds, mutual funds and insurance.
• Completed extensive sales training with S&P 100 investment bank/financial services company.
• Built book through cold calling and in-person meetings.

Won Class Pitch Contest - Selling & Marketing Saas Solutions To Enterprise

Meddic Sales Qualification Methodology (In-Person Course), Command Of The Message

State Law, Group 1 Insurance - Life & Health, Scored 90 On Series 7

In-Person Course On Public Speaking, Presentations & Communication Sponsored By Morgan Stanley

Asian Studies Major - Passed The Foreign Service Exam