Lisa K. Lee Email and Phone Number
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🌟 What Lisa K. Lee evangelizes: "A Partner Alliance Leader's role is to build trust with AWS."☁️ What she solves for - AWS: One trusted Leader to manage multiple Partners, GTM & events. 🤔 What she solves for - Partners: "There are more than 140K AWS Partners... How do I stand out?" | 📩 DM Lisa for a Consult. 🌐 As Leader of the largest global AWS Partner Alliance Leader Community - CADy Shack & Lady Shack, Lisa drives Partner success.💼 Lisa is Host of the CADy Shack Fireside Chat with AWS Leaders, & Executive Producer of Six AWS Events at re:Invent 2024: 3 Customer Panels, & 3 Industry Builder Sessions. In May 2024, she produced the most successful Gen AI event in AWS Startup history at JFK 14.🎓 At Awsome Partners, Lisa leads a bespoke consulting practice to AWS & AWS Partners. She grew engagement 1,000% with 96% new visitors organically, & grew Linkedin engagement more than 600%. She earned CADy Shack Master CAD certification in the Inaugural Cohort at HQ1. Previously, Lisa was Gen AI GTM Leader for a two-time AWS SI Partner of the Year.🌏 A native of Seoul, Lisa became a US citizen at 17. She is Force Management MEDDIC-qualified, & was a Strategic Enterprise AE for clients: NVIDIA, EA, Splunk, Tanium, Wells Fargo, Visa, LinkedIn, Disney, AT&T, Robert Half, Nordstrom, & wine.com. Lisa won Best Pitch at Chuck DeVita's Stanford CS Bus 105 Enterprise SaaS Sales & Marketing Class, and won Ingram Micro Shark Tank at AWS re:Invent.📊 Lisa's FinServ experience: S&P 100 Vice President, Morgan Stanley, Invesco, Fidelity Investments, Institutional Bond Broker covering NYC Banks, Mutual Fund wholesaler NYC Financial Institutions, Private Banker. She scored 90 on FINRA Series 7, held Series 65, 63, & Group 1. Lisa received a National Merit Scholarship to UT Austin, where she was a member of Alpha Xi Delta, & the only Panhellenic member from Asia.Lisa is a member of the Junior League of San Francisco, & founding Board Member of the Houston Symphony Young Professionals. She built two Habitat for Humanity houses, & chaired the first fundraiser for the Memorial Park Pedestrian & Cyclist Bridge. Lisa cycled 180-miles six times to raise money to fight Multiple Sclerosis. 🤝 Lisa excels at translating technology into business value, building strategic alliances, developing/coaching Executive Champions, & winnowing opportunities from ambiguity. Lisa's unique expatriate background, study of six languages, empathy, advisory, consulting & coaching expertise enables her to deliver value to organizations & relationships from Day One.
Pcan.Cloud Partners Cloud Alliance Network
View- Website:
- pcan.cloud
- Employees:
- 10
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Co-Founder, Leader, Cmo Of Pcan.Cloud | Founder Of She:Can, Master Partner Alliance Leader PrincipalPcan.Cloud Partners Cloud Alliance NetworkAustin, Tx, Us
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Leader, Board Member Of Cady Shack, President & Creator Of Lady ShackCady Shack Jan 2024 - PresentDallas, 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 Partner talk with Senior AWS Leaders 📚 Head of Master CAD enablement - the first global certification for AWS Partner Alliance Leaders🤖 Specialist in Gen AI GTM for AWS Partners🎬 Producer of bespoke Gen AI events for AWS with AWS Partners at re:Invent & AWS Offices💼 My Role: Leader of CADy Shack & Parent Company Awsome Partners, APN Member that does bespoke consulting to AWS & AWS Partners- Drive growth & operational strategies- Execute go-to-market initiatives- Lead community engagement & partnerships- Manage relationships with AWS Leaders🎯 Looking to connect? I'd love to discuss:* AWS Partnerships* Community building with AWS, AWS Customers, and AWS Partners* Gen AI GTM * Women's leadership in techDM me on linkedin: Lisa K. Lee or contact me via cadyshack.com or awsomepartners.com- -
Leader, Vpo & Vp Gtm - Awsome Partners: Aws Partner Consulting, Parent Of Cady ShackAwsome Partners Jan 2024 - PresentAs 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 Shack: Women of CADy Shack.Awsome Partners is an AWS Partner development consulting firm that aligns, accelerates, & amplifies the AWS Partnership journey: bespoke consulting for AWS Partners from CADy Shack Certified Master Cloud Alliance Directors. Master CAD Consultants guide AWS Partners to ensure success in a speedy and cost-effective manner. This can be project or objective-based, including product, technical, marketing & enablement sprints, as well as an ongoing consulting engagement. Examples: Fractional Cloud Alliance Director, achieving Premier Partner Status with AWS, achieving Industry, Segment, & Technical Competencies, and SCA negotiation.awsomepartners.com -
MentorUpnotch Apr 2024 - PresentSeattle, Washington, UsUpnotch is an executive mentorship platform for professionals, leaders, entrepreneurs and rising stars.upnotch.com -
MemberWomen In Revenue Sep 2021 - PresentSan Francisco, California, UsWomen 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, opportunities and access to resources-Moving members careers forward....and having a bit of fun while we are at it -
Gen Ai Gtm Leader | Aws Alliance LeaderCompass.Uol N.A. Nov 2022 - Mar 2024Austin, Texas, UsGTM 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 Center Fair Central Office First Day RTO after Covid- Hosted first-ever AWS Startups Gen AI Day in San Francisco -
MemberPavilion Sep 2021 - Mar 2024New York, Ny, UsFormerly 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. -
Creator | LeaderEnterprise Saas Sales & Marketing Thought Leaders Meetup 2019 - Mar 2024• 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/
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Strategic Account ManagerPersado Jun 2022 - Nov 2022New York, New York, UsPersado 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 the exact words which are most likely to capture attention, gain trust, and compel an audience toward action, for elevated performance. What kind of performance?The Persado platform delivers +41% MORE conversions across engagement channels, and measurable revenue lift: our Top 30 customers have gained $1.5 BILLION in incremental revenue. We’ve delivered hundreds of millions in incremental value to some of the biggest companies in Financial Service, Software, Retail, Telecom, Travel & Healthcare: Chase, Citi, AmEx, Vanguard, Microsoft, Dell, Verizon, Comcast, Expedia, Travelocity, Bed Bath & Beyond, Gap, Coach, Humana & more -
Enterprise Account ExecutiveSetsail Sep 2021 - Jun 2022San Mateo, Ca, UsSetSail 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 improve rep behaviors at scale and in real-time. -
Enterprise Account ExecutiveBraze 2020 - 2021New York, New York, UsBraze 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 the platform that allows for real-time and continuous data streaming, replacing decades-old databases that aren’t built for today’s on-demand, always-connected customer. With data, technology, and teams working together in unison, the Braze platform makes marketing more authentic, brands more human, and customers more satisfied with every experience. Braze is a venture-backed company with more than 500 employees. Offices are located in New York City, San Francisco, Chicago, London, and Singapore. We’ve received the Digiday Signal Award for Best CRM, in addition to being named a “Top 10 Upstart” by Business Insider, a Cloud100 Rising Star in Forbes, and #21 in the Deloitte Technology Fast 500 List. Magazine’s 2019 Best Places to Work, and Crain's 2019 Best Places to Work in NYC. Learn more at Braze.com. -
Strategic Account ExecutiveClevertap 2019 - 2020San Francisco, California, UsFull 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. -
Global Enterprise Account ExecutiveNetwrix Corporation 2018 - 2019Frisco, Texas, UsLisa 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• Manages complex sales pipeline in CRM, works on a team with SDRs & Solutions Engineers• GroupID cuts help desk tickets in half, while improving accuracy, security & compliance -
Vice President, Brokerage & Bank - Charles Schwab & Co./Schwab Bank N.A.Charles Schwab 2014 - 2018Westlake, 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 alone. • 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. -
Private Wealth Management Group ConsultantFidelity Investments 2009 - 2014Boston, 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 integrated way.• Conducted client education seminars and sales training for regional and branch employees. -
Institutional Bond Broker Nyc Financial Institutions - Coastal SecuritesFhn Financial 2007 - 2009Memphis, 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. -
Senior Mutual Fund Wholesaler Nyc - Financial Institution DivisionInvesco Ltd. 2004 - 2006Atlanta, 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. -
Wealth ManagerMorgan Stanley 2002 - 2004New 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.
Lisa K. Lee Skills
Lisa K. Lee Education Details
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Stanford UniversityWon Class Pitch Contest - Selling & Marketing Saas Solutions To Enterprise -
Force ManagementCommand Of The Message
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Nasaa/Finra Series 7 - General Securities Representative, Series 65 - Uniform Investment Adviser Representative Law, Series 63 - Uniform SecuritiesScored 90 On Series 7
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Dale Carnegie TrainingPresentations & Communication Sponsored By Morgan Stanley
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The University Of Texas At AustinAsian Studies Major - Passed The Foreign Service Exam
Frequently Asked Questions about Lisa K. Lee
What company does Lisa K. Lee work for?
Lisa K. Lee works for Pcan.cloud Partners Cloud Alliance Network
What is Lisa K. Lee's role at the current company?
Lisa K. Lee's current role is Co-Founder, Leader, CMO of PCAN.cloud | Founder of SHE:can, Master Partner Alliance Leader Principal.
What is Lisa K. Lee's email address?
Lisa K. Lee's email address is li****@****lum.com
What schools did Lisa K. Lee attend?
Lisa K. Lee attended Stanford University, Force Management, Nasaa/finra Series 7 - General Securities Representative, Series 65 - Uniform Investment Adviser Representative Law, Series 63 - Uniform Securities, Dale Carnegie Training, The University Of Texas At Austin.
What skills is Lisa K. Lee known for?
Lisa K. Lee has skills like Wealth Management, Mutual Funds, Marketing, Strategy, Finance, Business Development, Investments, Financial Advisory, Financial Services, Public Relations, Sales, Management.
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