Lisa Schroeder Email & Phone Number
Consultant @ SPARK IPS
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Lisa Schroeder Location
- Milwaukee, WI, US
Lisa Schroeder Work
- 2024 -now Consultant @
- 2020 -2024 Director of Sales and Marketing @ Teal Shores Senior Living
- 2019 -2020 Director of Community Relations @
- 2018 -2019 Leader of Operations and Organizational Change @ Financial Services
- 2018 -2018 Director, Financial Operations @
- 2016 -2018 Service Operations Leader | Change Agent | Relationship Manager @ Annuity and Insurance Operations
- 2001 -2017 Senior Vice President, Annuity and Insurance Operations @
Lisa Schroeder Education
- University of Wisconsin-Milwaukee
Bachelor of Arts (Organizational Communication, General)
1992-1998
Lisa Schroeder Skills
- Leadership
- Strategic Planning
- Series 7
- Insurance
- Fixed Annuities
- Variable Annuities
- Series 63
- Business Relationship Management
- Mutual Funds
- Financial Services
- Retirement Planning
- Life Insurance
- Wealth Management
- Asset Allocation
- FINRA
- Wisconsin Insurance License
- Investment Advisory
- Investments
- Trading
- Senior Living Communities
- Customer Service
- Customer Satisfaction
- Customer Experience
- Customer Relationship Management (CRM)
- Sales
- Sales & Marketing
- Sales Process
- Negotiation
- Organizational Culture
- Continuous Improvement Culture
- Culture Change
- Team Building
- Team Motivation
- Strategic Leadership
- Servant Leadership
- Management
- Event Management
- Change Management
- Microsoft Office
- Communication
- Coaching
- Public Speaking
- Microsoft Excel
- Community Outreach
- Key Performance Indicators
- Social Media
- Account Management
- Operations Management
- New Business Development
- Employee Engagement
Lisa Schroeder Summary
- Lisa Schroeder, based in Milwaukee, WI, US, is currently a Consultant at SPARK IPS. Lisa Schroeder brings experience from previous roles at Teal Shores Senior Living, Heritage Senior Living, LLC, Financial Services and The American Deposit Management Company. Lisa Schroeder holds a 1992 - 1998 Bachelor of Arts in Organizational Communication, General @ University of Wisconsin-Milwaukee. With a robust skill set that includes Leadership, Strategic Planning, Series 7, Insurance, Fixed Annuities and more. Lisa Schroeder has 2 emails and 3 mobile phone numbers on RocketReach.
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