Lisa Steffes Email & Phone Number
Head Of Customer Experience and Digital Engagement @ THRIVENT FINANCIAL
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Lisa Steffes Location
- Saint Paul, MN, US
Lisa Steffes Work
- 2019 -now Chief Operating Officer | Change Agent, Leader of Leaders and Mentor @
- 2018 -now Head Of Customer Experience and Digital Engagement @
- 2018 -now Head of Customer Experience and Digital Engagement @
- 2015 -now CEO | President @ brightpeak financial
- 2013 -2015 Owner @ Steffes Consulting
- 2004 -2013 Senior Vice President and General Manager @
- 2001 -2003 VP Business Transformation @
- 1996 -2000 VP Marketing and Client Acquisition @
- 1995 -1996 Vice President, Retail Distribution @
- 1993 -1995 Director, Strategic Technology Planning @
- 1983 -1993 Manager, Technologies @
- 1981 -1982 Team Member and Developer @ Control Data Corporation
Lisa Steffes Education
- University of Saint Thomas - School of Business
Bachelor of Science (BS) (Management Sciences and Quantitative Methods and Business Management)
Lisa Steffes Skills
- Mutual Funds
- Series 7
- Series 24
- Financial Services
- Strategic Financial Planning
- Wealth Management
- Analytics
- Leadership Development
- Series 63
- Leadership
- Business Strategy
- Investments
- Coaching
- New Business Development
- Business Transformation
- Innovation Development
- Business Process Improvement
- Sales Management
- Start-ups
- Trusted Business Advisor
- Program Management
- Trusted Business Partner
- CRM
- Process Improvement
- Strategy
- Ethics
- Values-based Leadership
- Operational Excellence
- Cross-functional Team Leadership
- Management
- Change Management
- Business Excellence
- Strategic Partnerships
- Financial Planning
- Negotiation
- People Development
- Competitive Analysis
- Customer Relationship Management (CRM)
- Customer Relationship Management Crm
- Team Building
- Consulting
- Social Media
- Public Speaking
- Retail
- Start Ups
- Values Based Leadership
- Business Development
- Strategic Planning
- Microsoft Excel
- Cross Functional Team Leadership
- Development
- Transformations
- Retail Distribution
- Customer Relationship Management
Lisa Steffes Summary
- Lisa Steffes, based in Saint Paul, MN, US, is currently a Head Of Customer Experience and Digital Engagement at Thrivent. Lisa Steffes brings experience from previous roles at Dahl Pharmacies, Inc. Dahl Home Medical Supply, Northern Medical Supply, Thrivent, brightpeak financial and Steffes Consulting. Lisa Steffes holds a Bachelor of Science (BS) in Management Sciences and Quantitative Methods and Business Management @ University of Saint Thomas - School of Business. With a robust skill set that includes Mutual Funds, Series 7, Series 24, Financial Services, Strategic Financial Planning and more. Lisa Steffes has 2 emails and 4 mobile phone numbers on RocketReach.
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