Lisa Sheridan

Lisa Sheridan Email and Phone Number

Director of Client Operations at Gentian Financial @ Gentian Financial, Inc.
mequon, wisconsin, united states
Lisa Sheridan's Location
Milwaukee, Wisconsin, United States, United States
Lisa Sheridan's Contact Details

Lisa Sheridan personal email

About Lisa Sheridan

I am a self proclaimed wanderer....who after travelling and living in Greece, Canada & Tennessee, finally settled upon Milwaukee, WI land of beer and cheese!!I am very committed to putting the best interests of my clients first. Responsible, organized and extremely friendly, I serve as a readily accessible resource for client inquiries. I am motivated by a sincere desire to help people achieve their goals and work diligently to ensure that their needs and their expectations are met.After attending business school in my native England, I travelled Europe and North America for 18 months. I now have over 27 years of combined business administration and office management experience. I have lived in the US for 21 years and am fully settled in Milwaukee with my fiancé Brad (owner of Studio Z Recording Studios) and my beautiful daughter Calliya-Mae. I enjoy being active in outdoor activities such as biking and partaking in yoga, pilates and still have a great passion for travel and further education.For important disclosure information, please see "social media disclosure" in the "contact info" section.

Lisa Sheridan's Current Company Details
Gentian Financial, Inc.

Gentian Financial, Inc.

View
Director of Client Operations at Gentian Financial
mequon, wisconsin, united states
Employees:
9
Lisa Sheridan Work Experience Details
  • Gentian Financial, Inc.
    Director Of Client Operations
    Gentian Financial, Inc. Jan 2015 - Present
    12740 N. River Rd, Mequon Wi 53092
    • Process client fund disbursement requests• Complete, process and maintain proper account paperwork• Open daily mail & email and respond to incoming requests from clients• Schedule appointments and update the Financial Advisors calendar• Responsible for answering incoming calls• Organize and prioritize workflow for the Financial Advisor• Maintain and support an ongoing client/advisor relationship by remaining in the center of the client experienceGentian Financial Inc., is not a registered Broker/Dealer and is independent of Raymond James Financial Services Inc.,Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.,
  • Alliance Wealth Management
    Executive Assistant
    Alliance Wealth Management Feb 2012 - Jan 2015
    Greater Milwaukee Area
    • Execute mutual fund and stock trade order entries• Process client fund disbursement requests• Complete, process and maintain proper account paperwork• Open daily mail & email and respond to incoming requests from clients• Schedule appointments and update the Financial Advisors calendar• Responsible for answering incoming calls• Organize and prioritize workflow for the Financial Advisor• Maintain and support an ongoing client/advisor relationship by remaining in the center of the client experience
  • Fred Boutique
    Fashion Stylist
    Fred Boutique Apr 2006 - Jan 2013
    Milwaukee, Wisconsin
  • Investment Concepts Inc.,
    Executive Assistant/Office Mgr
    Investment Concepts Inc., Oct 2003 - Jan 2012
    Greater Milwaukee Area
    Total control and smooth running of all office procedures. Day to day interaction with clients and fund company wholesalers. Assisting the President and attend meetings, events and company socials. Create powerpoint presentations and organize travel. Assist with marketing plan/development. Stock & fund research.
  • Karen Stavins Talent Agency
    Voice Over Actor
    Karen Stavins Talent Agency Jan 2004 - Jan 2011
    voice over work for various projects as and when they appeared
  • Watermark Financial Group
    Client Coordinator
    Watermark Financial Group Sep 2002 - Sep 2003
    Appleton, Wi
    Assist three Financial Advisors with various resarch and administration support. Collate all clients' financial information, through research, contacting fund companies and client interaction. Create suitable portfolios for the FA's to present to the clients. Assist with marketing plan/development. Stock and fund research. Schedule appointments.
  • Environmental Assessments, Appleton, Wi
    Part-Time Office Manager/Administration
    Environmental Assessments, Appleton, Wi Sep 2000 - Feb 2002
    Appleton, Wi
    Provide full administrative support to the President and Engineers. Generated and organized PECFA claims for clients. Full charge of processing all accounts receivable and payable. Generate monthly/quarterly financial reports. manage payroll - 940/941 & WT-6 forms. Reconcile bank balances, record general ledger entries. Answered the telephone and represented the company in a professional and business like manner.
  • Ct Films
    Administrative Assistant/Receptionist
    Ct Films 1992 - 1997
    Scunthorpe, England
    Greeted customers and clients upon entering the building. Handled all word processing and typing. Assisted the accounts department with purchase/sales order entries. Handling of incoming calls and mail. Planned meetings and travel arrangements. Managed courier service, shipping and receiving and monitoring of office supplies. General customer service representing the company in a professional and business like manner.

Lisa Sheridan Skills

Microsoft Office Microsoft Word Office Management Powerpoint Microsoft Excel Excellent Customer Commitment Office Administration Accounts Payable Outlook Accounts Receivable Customer Service Administrative Assistants Thrives In A Fast Paced Environment Strong Communication Skills Data Entry Energetic Team Player

Lisa Sheridan Education Details

  • England
    England
    Business Administration And Management, General

Frequently Asked Questions about Lisa Sheridan

What company does Lisa Sheridan work for?

Lisa Sheridan works for Gentian Financial, Inc.

What is Lisa Sheridan's role at the current company?

Lisa Sheridan's current role is Director of Client Operations at Gentian Financial.

What is Lisa Sheridan's email address?

Lisa Sheridan's email address is fu****@****hoo.com

What schools did Lisa Sheridan attend?

Lisa Sheridan attended England.

What are some of Lisa Sheridan's interests?

Lisa Sheridan has interest in Social Services, Children, Civil Rights And Social Action, Education, Environment, Disaster And Humanitarian Relief, Human Rights, Animal Welfare, Arts And Culture, Health.

What skills is Lisa Sheridan known for?

Lisa Sheridan has skills like Microsoft Office, Microsoft Word, Office Management, Powerpoint, Microsoft Excel, Excellent Customer Commitment, Office Administration, Accounts Payable, Outlook, Accounts Receivable, Customer Service, Administrative Assistants.

Who are Lisa Sheridan's colleagues?

Lisa Sheridan's colleagues are Ashley (Dreher) Neuworth, Lauren Frecka, Jenny Podolak, Mike Mann, Cfp®, Crpc®, Zach Deboer, Crpc®, Chris Doughty, Cfp®, Crpc®, Ryan Carow.

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