Lisa Wilder Email & Phone Number

Mount Prospect, Il, Us

Chicago, Illinois, United States

Responsible for training and setting schools up for success using BlueStreak Math. BlueStreak Education, Inc. transforms how students learn math fluency by integrating the elements found in the current industry games with the latest research on skill development. Our award-winning online learning game environment leverages engaging single and multiplayer modes which prioritizes accessibility with text-to-voice capabilities in English and Spanish.BlueStreak’s adaptive math fluency program is based on rigorous research, leverages deliberate practice and uses live focused data to allow each student to progress at an adaptive differentiated pace. We go beyond the digital platform with pencil-to-paper Strategy Log Workbooks, for intervention groups, that provide a holistic learning environment to teach students the math strategies needed to become fluent rather than memorizing simple facts.BlueStreak Math won the 2019 CODiE Award for the Best Emerging Technology Solution in the PreK-20 market. In 2020, BlueStreak Math was the 2020 Finalist for the CODIE Award in Three Educational Categories: Best Emerging Instructional Technology Solution, Best Game Based Curriculum Solution and Best Mathematical Instructional Solution, PreK-8th Grade.BlueStreak Education,Inc. is a certified Women Owned Business with the State of Illinois and the City of Chicago. BlueStreak Education, Inc. has a Vendor ESSA Evidence Level 3 Rating indicating evidence of a statistically positive affect on student achievement.

Greater Chicago Area

Remote

As a FIT4MOM Business Coach, I will use my years of experience and being a Top 5 Franchisee to help other FIT4MOM Franchise owners set and achieve their goals.

Greater Chicago Area

Successful franchise/small business owner, outcome oriented sales professional, with a clear track record of succeeding in sales, growing a brand and building community.Spent most of my 5 year tenure in the top 10% of franchisees across the country. Employed up to 30 employees and managed hiring, budgeting, scheduling and all functions in running a franchise.

Train, maintain and motivate FIT4MOM instructors to perform their best, increase class sizes and increase membership numbers. Assist with recruiting and interviewing new instructors. Train all new instructors.

Accomplished senior level financial services compliance professional with expertise in surveillance, exams and general compliance. Recognized for strong problem solving skills with attention to detail and ability to communicate effectively across different levels of management. Strengths include results and action orientation, knowledge of diversified financial products and ability to focus and execute. Licenses include Series 7, 24, 4, 53, 9/10.Analyzed compliance reports including active account reviews, mutual funds, options and penny stocks. Entrusted with approving accounts for naked option limits. Performed reviews of Financial Advisors as needed. Covered the largest region in the firm. Average of 50 open files per month.Managed several advisor reviews that led to disciplinary action.Wrote procedures and email templates for new surveillances.Recognized by the firm's General Counsel for uncovering a matter that led to recognition by the SEC.

Ensured financial advisor audits were completed with compliance guidelines established by the company, NASD and SEC by reviewing securities and insurance files. Facilitated compliance training for new Financial Advisors. Worked independently to schedule and coordinate audits for over 200 Financial Advisors across several states including unannounced visits.Established a budget and stayed within or below guidelines. Built strong relationships with managers and Financial Advisors in the field that resulted in improved communications.

Monitored accounts for potential violations including churning, penny stocks and breakpoint sales. Reviewed and approved new accounts. Placed trades and answered operational questions.Created penny stock approval form that streamlined approval process.Achieved low trade error percentage.Appointed as Trade Desk representative for the Registered Investment Advisor work team. Created new Access database for managed accounts resulting in improved operational efficiencies.

Compliance contact person for Financial Advisors in the field. Ensured that Financial Advisors maintained compliance with both firm and regulatory education. Reviewed and approved outside business activities as well as U-4s with "yes" answers. Organized and facilitated web conferences for continuing education. Wrote articles for company newsletter regarding continuing education.