Stacie Lanenga Email & Phone Number

Chicago, Il, Us

- Lead eight direct reports in New York and London remotely; financial sales support team responsible for client service and capital raise activities across institutional segments- Manager duties include hiring & training new team members, reviewing procedures & problem-solving pain points, delivering feedback & coaching, and writing & conducting performance reviews- Represent sales team in inter- and intra-departmental projects such as firm-wide data standardization, implementation & training for new data entry app, and launch of new content distribution platform- Partner with the Dynamics (CRM) technology support team and business stakeholders to troubleshoot issues and direct improvements; provide requirements and test new developments

- Led five direct reports in Chicago and New York remotely, including task management and performance reviews; successfully supported four promotions- Delegated tasks using shared workflow via SharePoint; assigned research reports and data entry projects based on team member capacity and skills in support of departmental sales efforts- Leveraged legacy knowledge to provide feedback on deliverables, guidance on best practices, and support in career development to team members and peers-Wrote procedures and trained new team members during onboarding and acted as a resource for peers

Greater Chicago Area

- Acted as a player/coach in completing research reports and data management projects- Developed and implemented a departmental onboarding plan which improved new hire satisfaction scores and increased efficiency for new hire integration

Greater Chicago Area

- Provided sales support to two Managing Directors, coordinating meetings with wealth managers, foundations, and consultants throughout the United States, Europe, and Asia - Acted as a resource and provided leadership to team members by answering questions, guiding decision making, and elevating concerns to management when appropriate- Developed business processes for a new CRM system and trained team members- Administrative duties included maintaining data in Dynamics (CRM), booking domestic and international travel & filing expense reports via Concur, and managing six executive calendars in Outlook

Greater Chicago Area

- Created scalable processes and trained three new hires to support growing sales team

Greater Chicago Area

- Provided administrative support to a Senior Vice President and a product specialist, coordinated meetings throughout the midwestern United States and eastern Canada- Maintained data in Salesforce (CRM); updated contact records, tracked meeting details, managed mailing lists- Other administrative duties included booking travel, completing expense reports, maintaining calendars, and office services support

Indianapolis, Indiana Area

- Honed customer service skills by assisting investors and financial advisors with telephone and web transactions- Cultivated a working knowledge of the proprietary mutual funds, including meaningful statistics and objectives, along with retirement plans and retail solutions offered to investors

Muncie, Indiana Area

- Provided administrative support to the Executive Director of Resource Development- Organized and updated scholarship files, managed the donor database (Raiser's Edge), maintained records for expense reports, and processed contributions- Supported the Development Office team in developing, promoting, and executing a successful internal fundraising campaign, obtaining nearly 80% participation from faculty and staff

Muncie, Indiana Area

- Spoke with the alumni network to provide updates about the university and raise funds for various programs on campus- As supervisor, responsible for interviewing, training, and coaching callers to ensure positive and effective interactions with donors

Master Of Science (M.S.)

Bachelor Of Science (Bs)