Lisa Sheridan Email and Phone Number
Lisa Sheridan personal email
- Valid
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.
Gentian Financial, Inc.
View- Website:
- gentianfinancial.com
- Employees:
- 9
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Director Of Client OperationsGentian Financial, Inc. Jan 2015 - Present12740 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., -
Executive AssistantAlliance Wealth Management Feb 2012 - Jan 2015Greater 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 -
Fashion StylistFred Boutique Apr 2006 - Jan 2013Milwaukee, Wisconsin
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Executive Assistant/Office MgrInvestment Concepts Inc., Oct 2003 - Jan 2012Greater Milwaukee AreaTotal 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.
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Voice Over ActorKaren Stavins Talent Agency Jan 2004 - Jan 2011voice over work for various projects as and when they appeared
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Client CoordinatorWatermark Financial Group Sep 2002 - Sep 2003Appleton, WiAssist 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. -
Part-Time Office Manager/AdministrationEnvironmental Assessments, Appleton, Wi Sep 2000 - Feb 2002Appleton, WiProvide 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.
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Administrative Assistant/ReceptionistCt Films 1992 - 1997Scunthorpe, EnglandGreeted 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
Lisa Sheridan Education Details
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EnglandBusiness 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.
Not the Lisa Sheridan you were looking for?
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Lisa Sheridan
Master'S In Environmental Management Candidate At Yale School Of The EnvironmentNew Haven, Ct2princeton.edu, worldbank.org1 +447561XXXXXX
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Lisa Sheridan
Director Of Marketing And Communications At Indiana Optometric AssociationZionsville, In -
Lisa Sheridan
Phoenix, Az -
3eqmgmt.com, eqmgmt.com, equinoxmanagementgroup.com
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