Lisa Wolff Email & Phone Number

Boston, Massachusetts, United States

I manage the Fixed Income administrative support team globally, and work to develop the skills needed in order to meet the ever changing needs of our Global Fixed Income teams. I’m the lead central contact for Fixed Income, and work with the COO team to generate solutions, drive processes and act as a mediator for the group. My focus is on increasing efficiency, innovation and communication with the goal of achieving the highest level of performance for the group. Recent notable projects and initiatives include the merger of Eaton Vance and Morgan Stanley Investment Management: migration of technology, legal entities in Singapore, vendor and broker contracts, office moves in Boston and New York, business continuity plans and research vendor management.

Greater Boston Area

I work with the Chief Income Investment Officer to help administrate and coordinate the operations of all 8 income departments within the Income Group (Boston, New York City and London), as well as subadvisors managing income funds (Seattle, Minneapolis, Irvine). I facilitate the exchange of information between income group members and other Eaton Vance departments. Monitor and verify that Income Group is compliant with EV, SEC, and FINRA policies. Facilitate policy development and communicate policy changes to Income Group. Organize and direct a variety of programs and events, manage and review projects, annual/monthly budgets and various expenses. Create presentations, draft and edit letters, and manage various publication processes.

Greater Boston Area

Provide executive support to the Chief Income Investment OfficerWrite correspondence and prepare meeting/presentation materialsCoordinate and book travelOrganize meetings Answer phones and keep CIIO organized at all times

Greater Boston Area

Temporary RoleProvided executive support to the Chair of the Department of Environmental HealthKept office organized including ordering supplies and conference room upkeepWrote correspondence and prepared meeting/class materialsCoordinated and booked both domestic and international travelOrganized meetings, scientific symposiums and colloquiumsServed as direct contact between Chair and other faculty/staff/studentsAnswered phones, distributed mail and managed office calendars

Greater Boston Area

Provided administrative support to the 3 PartnersOrganized inter-office and client meetingsWrote PowerPoint presentationsReviewed and summarized miscellaneous reports and documentsWrote, typed and distributed meeting notes Served as direct contact between partners and clientsEvents coordinator

Organized client and office lunches and after-hours activities Interviewed, trained and reviewed employeesManaged two offices in Milwaukee, both boasting positive fleet growth, outstanding customer service ratings, and in the top ten branches in the city for revenueAssistant Manager to largest neighborhood office in Boston, #1 in fleet growth, revenue, and above corporate average customer service ratingAccomplishments in Milwaukee:Promoted 4 times within 3 ½ yearsFleet growth and customer service ratings over corporate averageAverage revenue increase over the year prior was +$150,000

Marketed, advertised and sold value cards for various companies, primarily DARE AmericaInterviewed and trained new employeesManaged a small group and conducted client meetings

Greater Milwaukee Area

Specialized in excellent customer service while tending to register operationsMarketed apparel to stimulate customers' interest Assisted store in reaching sales goals set by the corporate office

Kenosha, Wi

Temporary RoleProvided administrative support to all attorneysTyped dictation from attorneysBilled clients for services renderedDistributed mail and screened phone callsResponsible for handling all confidential materials for attorneys and staff

Kenosha, Wi

Oversaw proper use of facilitySanitized gym equipmentAnswered phones

Sioux Falls, South Dakota Area

Ba, Business And Marketing

Activities and Societies: Dance Team member (1998-2000), Dance Team captain (2000-2002), Honor Society, Kappa Phi Eta, Sigma Pi Epsilon.

Education record