Lisa Weil Email & Phone Number

Seattle, WA

Principal and Founder of Clarity Northwest Wealth Management, LLC, a boutique, Fee Only financial planning firm. We charge for our services on an hourly basis. There are no hidden fees or commissions. Our goal is to deliver sound, independent advice. We work in partnership with you to create a plan that you trust, that you feel confident in, and that.

Managed various privately held assets. Assessed portfolio allocations, correlations, returns, volatility and overhead (expenses); re-balanced accounts based on a plan and a discipline. Able to convey key concepts like the time value of money, the importance of budgeting, saving, compounding, the impact of taxes and inflation, the difference between real.

Involved in board activities ranging from strategic planning to communications to fund development. WACAP's mission is to help find "a home for every child." They are one of the largest and most experienced international non profit adoption agencies in the US.

Roosevelt High School

Created and conducted classes and hands-on exercises, working with a diverse class of sophomores, juniors, and seniors. Brought in outside experts for joint presentations. Used a mix of workshops, role play, and presentations to engage students on a range of topics from business development to career planning and interviewing skills.

Seattle, WA

Sample projects and engagements include:** Boyer Childrens Clinic **Consultant to Boyer's Executive Director and senior management. Reviewed fund raising strategies and messaging to determine new approaches and avenues for development. Assessed relevant communication strategies and social media opportunities. ** Sitterscout **As project lead, worked with a.

Managed marketing team, programs, and $3M budget. Developed the Workgroup Apps Division PR strategy, coordinating across a team of 18 product managers. Developed 3 year division product forecast and re-vamped pricing model for presentation to Microsoft's CEO.

Developed and managed broad-based market research to create product recommendations shaping early versions of the Microsoft Outlook product.

Developed marketing and launch plans to help bootstrap early handheld technology platforms. Handled press relations working with industry analysts and publications ranging from Gartner Group to the WSJ. Managed $0.5M 30’x50’ Comdex booth hosting 7 OEMs (Toshiba, NEC, Samsung, etc) and 14 ISVs. By product launch 6 mos. later, our product team had the.

Developed market strategy, implementation plan, packaging, manufacturing schedule, sales materials and partner programs for Microsoft Excel for OS/2. Managed month-long, pre-launch customer pilot to create Microsoft Excel converts out of skeptical, loyal Lotus 1-2-3 users. At pilot's end, we showcased customer testimonials in a video featured at the heart.

Developed and implemented branch marketing programs to sell and install PC and mainframe-based software to corporate customers. Sold database (DB2), mail (PROFS) and decision support software (QMF, AS, SQL/DS), helping generate mainframe sales. Managed successful sales and installations at Macy’s, Transamerica, Nabisco, Union Carbide, and UPS. Recognized.

Managed million dollar mainframe installations at Macy’s and Herman’s Sporting Goods.

Master Of Business Administration (Mba)

Activities and Societies: Women's Ice Hockey Team

Bachelor Of Arts (B.A.), Political Science

Activities and Societies: Varsity Soccer and LacrossePhi Beta Kappa, Durant Scholar

Cfp® Certification Program, Boston University

A comprehensive program requiring mastery of nearly 100 integrated financial planning topics including: • General principles of financial.