Lisa Goldstein Email & Phone Number

Norwalk, Ct

I'm a senior strategist with extensive experience across the supply chain of national health care, with deep knowledge of the health insurance space. I've worked extensively on other verticals as well, including blue chip, global retail and institutional banking and loan sale advisory. I founded LSG Consulting to partner with corporate and agency clients, many who've trusted me with repeat assignments through the years. I truly care about my clients and their lives as much as their… Show more I'm a senior strategist with extensive experience across the supply chain of national health care, with deep knowledge of the health insurance space. I've worked extensively on other verticals as well, including blue chip, global retail and institutional banking and loan sale advisory. I founded LSG Consulting to partner with corporate and agency clients, many who've trusted me with repeat assignments through the years. I truly care about my clients and their lives as much as their workstreams.With decades spent in marketing leadership positions, I've launched new products, divisions and brands, piloted new technologies and platforms, redefined categories, entered new markets, and managed through disruptive business cycles in the US and abroad. Optimally, I've been able to leverage this experience to drive change, revenue growth, talent acquisition/retention, and profitability for my clients. Business is undergoing tremendous transformation; I thrive on helping clients excel through disruption and bridge the nascent with the tried and true. Leveraging data to understand the customer experience/journey is pivotal; my rigorous process training is proving useful for this. I am riveted on the exponential rise of new tech, specifically gen AI, LLM and human-centered design, and their implications for companies globally. Show less

Norwalk, Ct

In this role, I was most recently the veteran senior strategist on CVS Health/Aetna, a longstanding TA flagship account. It's a fascinating time to be working with a business whose leadership is forging new operating models organically and via acquisition. They're constantly evolving to pave new paths to maintain their standing as a top player in this space while bringing more focus to the member experience. I also did strategy work on Guardian Life, ReedGroup, and Google Fitbit.I've… Show more In this role, I was most recently the veteran senior strategist on CVS Health/Aetna, a longstanding TA flagship account. It's a fascinating time to be working with a business whose leadership is forging new operating models organically and via acquisition. They're constantly evolving to pave new paths to maintain their standing as a top player in this space while bringing more focus to the member experience. I also did strategy work on Guardian Life, ReedGroup, and Google Fitbit.I've also done a great deal of mentoring and life/career coaching with clients and colleagues, more recently focused on adapting to the changes happening around us. Show less

Greater Salt Lake City Area

Once we became a roster agency in 2013, I led the Aetna account, which quadrupled during my tenure, spanning over 25 business lines across Commercial, Specialty, International, JV, subsidiaries such as bswift and Payflex, and more. This was in addition to our core scope in Government; in 2016, TA became the Agency of Record for these lines of business, adding additional responsibility across Medicare, Medicaid and Federal. This helped qualify TA as one of the leading health care agencies in the… Show more Once we became a roster agency in 2013, I led the Aetna account, which quadrupled during my tenure, spanning over 25 business lines across Commercial, Specialty, International, JV, subsidiaries such as bswift and Payflex, and more. This was in addition to our core scope in Government; in 2016, TA became the Agency of Record for these lines of business, adding additional responsibility across Medicare, Medicaid and Federal. This helped qualify TA as one of the leading health care agencies in the nation. I took a hiatus in 2018 to consult for Aetna Brand and other clients before returning to TA in 2019. Show less

Westport, Ct

VGS Creative was a full-service, independent marketing and advertising firm based in Westport, CT. As CEO, I managed client service, new business development, operations and finance. Award-winning work for widely-recognized regional and national brands included print, digital, and broadcast advertising, direct marketing, fundraising, sales support, internal/external communications, promotions and event management. Clients spanned: academia, auto, financial services, health insurance… Show more VGS Creative was a full-service, independent marketing and advertising firm based in Westport, CT. As CEO, I managed client service, new business development, operations and finance. Award-winning work for widely-recognized regional and national brands included print, digital, and broadcast advertising, direct marketing, fundraising, sales support, internal/external communications, promotions and event management. Clients spanned: academia, auto, financial services, health insurance, hospital systems, language learning, spirits, telecom, and more. We were equally versed in B2B and B2C marketing programs. Show less

Stamford, Ct And London, Uk

Most recently, I was SVP of Marketing for CitiMortgage in 2010-2011. It was interesting to be back on the floor where I started years before, and also to be working in lending after the 2008 fiscal crisis. While there, I helped launch a new product called the Offset Mortgage.Previously, I started at CitiMortgage as VP/Director of Marketing in 1994, responsible for acquisition and creative services for retail and wholesale US channels. I relocated to London as European Marketing… Show more Most recently, I was SVP of Marketing for CitiMortgage in 2010-2011. It was interesting to be back on the floor where I started years before, and also to be working in lending after the 2008 fiscal crisis. While there, I helped launch a new product called the Offset Mortgage.Previously, I started at CitiMortgage as VP/Director of Marketing in 1994, responsible for acquisition and creative services for retail and wholesale US channels. I relocated to London as European Marketing Director for Citi Global Transaction Services for two years. This experience was fantastic and opened my eyes to what being global really means. Show less

Norwalk, Ct

Ba, Biology And Psychology

Activities and Societies: Alpha Phi, Leonard Carmichael Society, Class Co-Committee Chair, Reunion Committees

Ma, Communications