Lisa Hanes Email & Phone Number

Bel Air, Md, Us

rpmAUM™ provides strategic consulting services to the leadership of asset managers seeking creative, innovative solutions to accelerate the growth of AUM. rpmAUM™ helps clients improve product offerings, strengthen brand messaging, enhance distribution (sales, marketing, and service), adjust operating models, and source and facilitate strategic partnerships.

Baltimore, Maryland, Us

►Director, T. Rowe Price Trust Company and T. Rowe Price Canada► Lead team that is responsible for the product development and management of multiple investment vehicles with over $180 billion in assets under management and assets under administration.► Manage enterprise-wide initiatives and lead cross functional teams to support the firm’s overarching product related- strategic goals.► Lead the strategic development, design and launch of new investment vehicles including mutual funds, collective investment trusts, retail separately managed accounts, Canadian pooled funds and other investment products.► Restructure existing, large-scale investment programs or strategies to better meet the needs of clients, business requirements and create operating efficiencies.► Develop and present materials for Board of Directors meetings based on current business issues and regulatory requirements.► Created strategic plan to build a scalable infrastructure and long term product strategy for the collective investment trust business that included product launches, price rationalization, consolidation of two operating environments, streamlining client servicing, internal training development, and revenue/expense remodeling. ► Chairperson for the firm's ethnic diversity business resource group and active member of the Women’s Roundtable to help drive a more inclusive culture in support of the firm’s Diversity and Inclusion efforts.

San Mateo, California, Us

► Managed and coordinated special projects related to the development and distribution of Legg Mason’s cross border mutual and domestic funds for businesses outside the U.S.► Worked with various global business partners including investment teams, sales teams, operations, legal, finance, and senior management to accomplish goals such as fund mergers, annual report preparation, product evaluations and planning.► Analyzed, coordinated & developed consolidated business reporting for several independently managed non-US businesses located in London, Japan, Chile, Australia, Poland & Canada. ► Facilitated product–related approvals and reviews with the Product Committee, Risk Management Committee and other as appropriate. ► Evaluated and collaborated with various business partners to determine appropriate policy and procedures.

San Mateo, California, Us

► Responsible for managing teams located in Baltimore and New York; accountable for multiple business aspects including planning, revenues, expenses, legal, trading, staffing, operations, errors, sales/client servicing. ► Led team members to negotiate and execute the sale of a Legg Mason business to Citigroup for $80 million.► Selected by Senior Management to oversee the build out of a new infrastructure for Legg Mason’s $30 billion separately managed account business. Necessitated quick learning & analyzing business environment to create a business plan and develop execution strategy.► Facilitated a significant effort to evaluate and select new technology and operations vendor, negotiate final agreement and develop conversion plan.

New York, New York, Us

► Managed merger of Legg Mason’s fee-based accounts into Smith Barney’s fee-based platform while continuing to manage daily operations with new accounts flows at an all-time high. ► Accepted a senior position with Smith Barney as a result of accomplishments during conversion. Responsible for the operations of Smith Barney’s Consulting Group Programs with over 600,000 accounts totaling more than $200 billion in assets.

San Mateo, California, Us

► Head of department that provided operational services for several types of client investment programs: fee-based brokerage, broker managed portfolios, separately managed accounts and institutional consulting. Program assets were over $12 billion generating over $130 million a year in revenue.► Responsible for oversight of all operational functions, personnel, processes and workflow management.► Collaborate with Senior Management on new business and/or strategic initiatives to determine best course of action. ► Participate in internal and external committees: Department Advisory Panel responsible for oversight; Management Advisory Committee to determine money manager participation in sub-advisory program; Operations Consulting Roundtable, a self-organized peer group to determine industry best practices. ► Initiate workflow & process improvements significantly improving the number accounts per full time employee, lower error rates, ensure date integrity & improved customer satisfaction.► Other duties included financial advisor training and presenting quarterly results to institutional clients.

Baltimore, Maryland, Us

► Developed new department to centralize production of client presentation materials and/or board meeting books for institutional sub-advisory clients with $19 billion under management.► Department responsible for the collection, calculation, preparation and integrity of highly sophisticated quantitative data as well as the aesthetic and qualitative aspects of the clients’ materials.

Baltimore, Maryland, Us

► Member of conversion task force to test and implement firm wide record keeping, accounting and performance measurement system.► Actively reconciled assets and performance among three systems to ensure data integrity, test functionality, identify flaws & recommend system enhancements.

Baltimore, Maryland, Us

► Accountable for analyzing, calculating and disseminating quantitative data for mutual funds with over $1 billion under management.► Researched, compiled and calculated data for prospective and existing clients, RFP’s, consultants and portfolio managers.► Prepared hypothetical analysis and supporting documentation for publication, news articles and other media.► Worked closely with portfolio managers and investment team to produce shareholder reports, work on special projects.