Lisa Scheffler Email & Phone Number

100 Crescent Court, Suite 1500, Dallas, Tx 75201

Provide administrative and operational support for the overall business plan of the assigned Financial Advisor(s) (FA). Responsibilities include servicing clients, researching problems, processing account forms and related paperwork, maintaining appropriate account records, and preparing client correspondence. Perform at a high level in all areas of accountability and function effectively in a fast-paced, professional environment.

Southlake, Texas

Providing hope, encouragement and resources to newly diagnosed Type 1 Diabetes children and their families. Making personal confidential "Angel" visits within the first 48 hours of admittance into the hospital and speaking weekly at the Diabetes 101 classes at Children's Medical Center in Dallas.

Southlake, Texas

Substitute teaching services for all grade level schools at CISD• Includes all subjects utilizing the teacher lesson plans.

Southlake, Texas

Responsible for all incoming 800# inquiries, customer requests and web leads for the RGIS Business Development department in the U.S.• Gathered and assigned lead information utilizing SalesForce and Oracle applications• Provided administrative support to Area and Inside Sales Specialists• Maintained and updated internal pipeline reports• Responded independently to customer inquiries and problem resolution and in conjunction with Area Account Managers and RGIS Headquarters

Southlake, Texas

Provided administrative support to the CEO and independent consultants• Assisted with the setup of new consultant paperwork including contracts, W9’s, Outlook email and ordering and delivery of business cards• Verify and submitted expense summaries and receipts, bank deposits, maintained office records, scheduled meetings and conference calls• Responded to daily inquiries and business related matters from consultants and PeopleResults clients

Addison, Texas

Solicited PGA and LPGA tournament directors selling golf eyewear (sunglasses) for use as Pro-Am gifts for the Pro players• Traveled independently and with the CEO to various tournaments to personally meet tournament personnel and oversee the distribution of the product to the pro players• Attended and assisted in the organization and set up/take down of the company exhibits in PGA and LPGA golf trade shows in Arizona, California and Florida

Office Administrator and assistant to the Branch Manager and other financial advisors providing accurate and timely support and services to high net worth clients.• Responsible for the efficient operation and administration of the office and two sales assistants utilizing investment concepts, practices and procedures• Provided administrative support to the Branch Manager and team members with trade execution, scheduled meetings, travel arrangements, expense reports, etc.• Prepared and supervised paperwork involving both broker and client transfers including new account forms, compliance forms, ACATs transfer forms, etc.• Supervised the company-wide Branch Administrator quarterly meetings created to troubleshoot operational problems and create effective solutions

Dallas, Texas

Assistant to a private investment banker.• Provided administrative support with trade execution, calendar management, meeting scheduling, travel arrangements, and general office duties pertaining to the company and personal information• Worked independently making routine decisions, maintained office records, reports and supplies

Poughkeepsie, Ny

Assistant to the CEO of the company.• Arranged daily/weekly schedules, booked travel and maintained all relevant day-to-day company and personal records• Traveled with the CEO weekly to Manhattan and out-of-state meetings to keep on track with scheduled meetings/luncheons and provided administrative support as needed

Dallas, Tx

Assistant to the Director of the Technology Data Center that processed seismic data for geologists and geophysicists.• Used independent judgment in the planning and the prioritization of assignments, responding to inquiries and making routine decisions on daily matters• Assisted in budget tracking and report generation• Responsible for the planning and execution of meetings, luncheons, seminars and company parties

Associates, Business

Education record

Activities and Societies: Cheerleading, dance, basketball, gymnastics, tennis, student council