Lisa Ulysse, Mba Email & Phone Number

Boston, MA, US

• Support operations projects that incorporate a proactive, innovative, and automated solution to addressing business challenges and achieving organizational goals and objectives
• Lead data-driven decision-making processes, utilizing KPIs (Key Performance Indicators) and performance metrics to identify areas for improvement
• Participate in the full application life cycle, from technical design to development, testing, deployment, and post-live support
• Monitor SLA (Service Level Agreement) performance for compliance with organizational needs and requirements and in order to achieve, measure, and create KPIs (Key Performance Indicators) frameworks
• Manage effective stakeholder engagement and communications to ensure organizational alignment in the design and execution of project efforts
• Evaluate results within business units to determine if organizational objectives are being met

• Monitoring SLAs (Service Level Agreement) performance for compliance with organizational needs and requirements and in order to achieve and measure quantifiable KPIs (Key Performance Indicators).
• Continuously revise business processes (SOPs) and assess risk to better support operational efficiency and drive improvement in processes
• Developed a scalable end to end operating model by reorganizing our global offshore team to mirror onshore team and aligning our global teams to promote better cross-functional communication and cohesion focused on.
• Coordinate regular business reviews to identify common goals, discuss goal progress, ensure governance, and facilitate meetings with workforce including senior leadership
• Initiate, manage, and lead high priority, cross-functional projects and initiatives. Share project updates and progress against strategy on a weekly, biweekly, quarterly, or annual basis. Identify disconnects, gaps.
• Implement transformation to develop our workforce as an enabler to achieve long term strategic goals as evidenced by improved staff engagement, reduction of voluntary turnover by less than 12% annually, and performance.

• Transitioned a $130M book of business from one broker-dealer to another
• Managed advisor’s practice of over 400 HNW clients and over 1,000 investment accounts
• Collaborated with Advanced Planning Team to develop marketing collateral and PowerPoint presentations to present to hundreds of prospective clients
• Prioritized and eliminated unnecessary office expenses, resulting in a 10% reduction in projected costs
• Tracked gross dealer concessions, resulting in identifying and correcting errors in lost commissions of thousands of dollars
• Interviewed, trained, and hired new staff members on company policies and procedures for entire company

• Prepared and submitted hundreds of client applications for various types of investments such as annuities, alternative investments, life insurance, and mutual funds
• Created a step-by-step procedure guide for completing over 25 different applications resulting in an overall increase in “in good order” ratio
• Negotiated hundreds of life insurance cases with underwriting departments
• Maintained over 400 client records and ensuring office is in compliance

Master Of Business Administration - Mba

Activities and Societies: Manager of Events & Operations, Graduate Student Association

Bachelor’S Degree, Business Administration

Activities and Societies: Business Department Curriculum CommitteeBachelor's of Science Degree in Business Administration with a.