Lisa Callaghan Email & Phone Number

Kawartha Lakes, Ontario, Canada

Peterborough, Ontario, Canada

Working with clients to create a plan for achieving their ambitions.♦ Juggle competing priorities in a sales oriented environment; exceeding many annual targets♦ Understanding of both investing and lending in order to complete client transactions and applications♦ IFSE mutual funds licensed♦ Passionate about doing the right thing for the client

Peterborough, Ontario, Canada

♦ Helping clients achieve their financial goals through genuine connection and honest recommendations♦ IFSE mutual funds licensed♦ Completed CIBC lending training to provide lending services to clients for credit cards, loans, lines of credit, and secured lending

Lindsay, Ontario

♦ I put our clients first. Engage with purpose to find the right solutions. I love the digital banking solutions and enjoy sharing my knowledge, introducing clients to our mobile banking applications, which assist them to better manage their banking needs.♦ I am driven to succeed. Motivated by accomplishing your goals and delivering your best to make an.

Ottawa, Canada Area

♦ Adept at learning new technologies, including a proprietary CMS (i:Create), and latest strategies to support website development and custom application projects.♦ Proficiently use Microsoft Office, the internet, and other related software.♦ Responsible for day-to-day coordination of projects, attending client meetings, preparing agendas and notes, and.

Extensive volunteer experience with Girl Guides of Canada, a charitable organization dedicated to making a difference in the lives of girls and women.♦ One of 11 people selected to steward a multi-million dollar organization with over 100 years of history providing leadership training to Canadian girls and women.♦ Governed and set the strategic direction.

Ottawa, Canada Area

Joined John The Plumber as it separated from its partnership with Ottawa Home Improvements. ♦ Stabilized operations while ensuring completion of all necessary documentation during the dissolution of partnership with Ottawa Home Improvements.♦ Improved weekly sales tracking spreadsheet to identify business growth opportunities, as well as recommending.

Ottawa, Canada Area

Responsible for the fulfillment of all ongoing home improvement projects, client relations and client collections.♦ Monitored budgets ranging from $2,500 to $250K for up to 10 projects simultaneously. ♦ Supervised 8 to 12 direct reports while fostering client relations and customer satisfaction.♦ Improved employee engagement by communicating clearly and.

Ottawa, Canada Area

Responsible for engagement with clients to identify and clarify project estimates, scheduling, and communicate project details with management.♦ Customer service focused at a level to develop and to maintain cooperative working relationships with clients and partner organizations to proactively anticipate and overcome concerns.♦ Consistently resolved.

Assisted with effectively launching a new initiative to reinvigorate an 82-year old fundraising tradition; new initiative lead to a substantial increase in sales♦ Facilitated goal setting; identifying measurable outcomes to help meet volunteer needs♦ Applied organizational policies, procedures, and directives♦ Chaired network conference calls ♦ Improved.

Edmonton, Canada Area

♦ Led 100+ volunteers in the ongoing operations of the organization.♦ Organized annual fundraisers and exhibition opening events, suggesting significant process changes, which set the stage for major changes in following years and proved hugely successful.♦ Increased efficiency by implementing new membership database system.♦ Recouped three years of.

Nuneaton, Warwickshire, UK

♦ Increased participation in three weekly community walks by 100%. ♦ Recruited and retained additional volunteers, increasing volunteer participation by 20%.♦ Built strong relationships with four community centres, to increase awareness of programs offered by NBLT.♦ Secretary for NBLT Board♦ Demonstrated ability to understand and abide by Council policies.

Bachelor'S Degree, Management

❖ SELECTED COURSEWORK: ✔ Strategic Management ✔ Overview of E-Commerce ✔ Introduction to Finance ✔ Macroeconomics

University Transfer Diploma Program, Fine Arts