Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Lisa McMinn

Madison,CT

Summary

Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.

Overview

20
20
years of professional experience

Work History

Operations Manager, Private Wealth Finance

Essex Financial Services
Essex, CT
03.2004 - 06.2024
  • Developed and implemented operational procedures to ensure quality standards are met.
  • Monitored and improved efficiency of processes, team performance, and customer service.
  • Directed operations staff by providing guidance, training, and support in order to meet company objectives.
  • Developed key performance indicators to measure effectiveness of operational processes.
  • Implemented innovative strategies that reduced operating costs while maintaining high levels of customer satisfaction.
  • Collaborated with management team on long-term strategic planning initiatives for the organization.
  • Supervised day-to-day workflow of employees in order to maximize productivity and maintain quality standards.
  • Assessed employee development needs and provided feedback on their progress towards meeting goals.
  • Directed day-to-day operations by spearheading implementation of short-term and long-term strategies to achieve business plan and profitability goals.
  • Recruited, hired and trained crew members on application of projects, customer relations and customer service.
  • Motivated and evaluated personnel for performance improvement and goal achievement.
  • Addressed customer concerns with suitable solutions.
  • Delivered positive customer experiences by implementing effective quality assurance practices.
  • Developed and maintained relationships with clients to ensure customer satisfaction.

Education

Bachelor of Arts - Finance

Southern Connecticut State University
New Haven, CT
05-1986

Skills

  • Customer Service
  • Workflow Optimization
  • Document Control
  • Logistics Oversight
  • Process Improvement
  • Customer Retention
  • Customer Relationship Management (CRM)
  • Procedure Development
  • Strategic Partnerships
  • Operations Management
  • Interpersonal Communication
  • Finance background
  • Client Relationships
  • Project Leadership
  • Risk Management
  • Work flow planning
  • Customer relations specialist
  • Conflict Mediation
  • Cross-functional communications
  • Goal Setting
  • Team Building/Leadership

Affiliations

Skiing, biking, hiking and travel

Timeline

Operations Manager, Private Wealth Finance

Essex Financial Services
03.2004 - 06.2024

Bachelor of Arts - Finance

Southern Connecticut State University
Lisa McMinn