LISA PETRIE
Glassboro
Summary
Professional with deep expertise and readiness for leadership. Proven track record in driving business growth and operational efficiency. Strong focus on team collaboration and delivering impactful results. Known for reliability, adaptability, strategic vision, and effective problem-solving. Skilled in business management, financial planning, and customer relations. Spirited and hardworking professional with 5 years' experience launching and stabilizing a business through a COVID Environment. Solid foundation of business acumen.
Overview
33
33
years of professional experience
Work History
Managing Director
Evolution Financial Group
Media
03.2024 - Current
- Coordinated with senior leadership teams to develop long-term growth plans for the organization.
- Recruited, developed, and retained financial professionals while driving sustainable production, culture, and compliance within the firm.
- Identified talent aligned with National Life’s values and long-term vision to support strategic growth.
- Recruited licensed and unlicensed advisors to strengthen team capabilities and align with organizational goals.
- Built scalable pipeline of new producers to ensure sustainable business development.
- Build leadership depth by promoting and developing future managers
- Mentor advisors from beginner → consistent producer → leader
Financial Services Representative
National Life Group
02.2024 - Current
- Educated customers on available financial products and services, enhancing their understanding and decision-making.
- Analyzed customer needs to recommend appropriate financial solutions.
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
- Cold-called potential clients to discuss financial products and services, generating leads and expanding client base.
- Trained new staff on financial policies and procedures, ensuring compliance and consistency in service delivery.
VP/Chief Revenue Officer
VR ASSET MANAGEMENT
Glassboro
01.2024 - Current
- Hired and managed employees, improving productivity through training on best practices and protocols.
- Drove company growth by collaborating effectively with sales and marketing departments.
- Developed and executed targeted business development initiatives, leading to an expansion of the company's client base.
- Cultivated a high-performance culture within the organization by setting clear expectations for employees at all levels, providing regular feedback, and recognizing achievement.
- Analyzed industry trends and tracked competitor activities to inform decision making.
- Led a cross-functional team to develop and launch a new product line, contributing to significant growth in sales.
- Established and directed successful programs focused on Financial Advisors and Life Insurance Agents.
- Maintained P&L and shouldered corporate fiscal responsibility.
- Implemented cost-saving measures through financial analysis, identifying inefficiencies that enhanced overall profitability.
Life Insurance Producer
Transamerica Life Insurance Company
Philadelphia
10.2013 - Current
- Generated new business leads through targeted prospecting techniques, including cold calling, email campaigns, social media outreach, and participation in industry conferences.
- Educated potential clients on importance of life insurance during consultations and presentations, enhancing their understanding and decision-making.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Established rapport and trust with clients through consistent follow-ups, personalized communication, and genuine concern for their financial wellbeing.
- Built strong relationships with clients through consistent communication and support, ensuring high standards of customer service.
- Collaborated with underwriters to negotiate favorable terms for clients, ensuring their coverage adequately protected their financial interests.
- Implemented effective time management strategies to balance prospecting activities, client meetings, policy reviews, administrative tasks, and continuing education requirements to optimize productivity and achieve sales targets.
- Utilized CRM software to track leads and manage client information efficiently, leading to increased productivity and better organization.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Owner/Operations Manager
Petrie Consultant LLC
Sicklerville
11.2018 - 07.2024
- Managed day-to-day business operations.
- Cultivated strong client relationships that led to repeat business and referrals.
- Trained and motivated employees to perform daily business functions.
- Streamlined operations by managing budgets, accounts, and costs to enhance efficiency and productivity.
- Evaluated industry competition regularly to maintain a competitive advantage in the marketplace.
- Successfully navigated challenging economic conditions by making informed decisions that protected the business's financial stability.
- Implemented marketing strategies to increase brand awareness and attract new customers.
- Executed business strategies that increased revenue and targeted new markets effectively.
- Oversaw business budgeting and financial reporting activities to ensure compliance and accuracy.
- Generated revenues yearly and effectively capitalized on industry growth.
- Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.
- Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
- Monitored market conditions to set accurate product pricing and take advantage of emerging trends.
- Monitored industry trends to recommend product improvements for competitive advantage.
- Developed core operational processes to streamline workflow and improve efficiency.
- Analyzed and reported on key performance metrics to senior management.
Licensed Banker
Citizens Bank
Philadelphia
01.2015 - 12.2018
- Enhanced branch revenue by cross-selling various banking products and services to existing and prospective clients.
- Strengthened client relationships through proactive account management and prompt issue resolution, enhancing customer satisfaction and loyalty.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Assisted customers in navigating complex financial decisions, offering expert advice on loan products and investment opportunities.
- Educated customers on banking products and services, empowering informed financial decisions and fostering long-term client engagement.
- Managed risk effectively by adhering to established lending guidelines and conducting thorough due diligence on potential borrowers.
- Ensured compliance with all federal and state regulations, maintaining meticulous records for auditing purposes.
- Improved operational efficiency by implementing best practices and streamlining daily processes, contributing to smoother branch operations.
- Collaborated with team members to develop strategies for achieving branch sales goals and improving overall performance.
Consultant Project Manager
Saint Augustine Prep
Richland
01.2013 - 12.2018
- Worked closely with the Advancement Director to create a strategic plan for donor cultivation, stewardship, and retention, ultimately increasing overall financial support for the organization.
- Coordinated planning and execution of fundraising events, increasing donor engagement and support.
- Enhanced donor relations by maintaining consistent communication and providing regular updates on the impact of their contributions.
- Maintained high standards of donor stewardship through prompt acknowledgement letters, personalized communications, and reporting on project outcomes funded by specific gifts.
- Monitored donation trends through careful analysis of data, enabling informed decisions regarding future fundraising initiatives and allocation of resources.
- Created targeted mailing lists for direct mail campaigns, improving outreach to current supporters and fostering new donor relationships.
- Facilitated development team's efforts through management of mailings, data entry, and administrative tasks.
General Manager of Operations
Liberation Holdings Inc
Miami
01.1993 - 06.2011
- Drove year-over-year business growth by leading operations and aligning strategic vision with long-range planning.
- Drove revenue growth by identifying new business opportunities and forging strategic partnerships.
- Established standard operating procedures to improve employee performance and operational efficiency.
- Managed budgets, financial forecasts, and resource allocation to ensure achievement of organizational goals.
- Delivered consistent results in challenging market conditions through sound decision-making based on comprehensive data analysis.
- Fostered strong relationships with external partners and stakeholders to support business objectives and expand market share.
- Developed high-performing teams through effective coaching, mentoring, and performance management strategies.
- Enhanced customer satisfaction with proactive communication, timely issue resolution, and continuous process improvement initiatives.
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
Education
High School Diploma -
Washington Township High School
Washington Township, NJ06.1982
Skills
- Business Management
- Operations management
- Financial Management
- Business development
- Sales Leadership
- Revenue growth
- Business marketing
- Consulting
- Business operations
- Customer Relations
- Relationship Building
- Communication skills
- Product branding
- Recruitment tactics
Volunteer Experience
- Extraordinary Minister of Holly Communion, Our Lady of Peace Parish
- Weekly Offertory Collections Committee, Our Lady of Peace Parish
- Treasurer, Austin Society, Saint Augustine Preparatory High School
References
- Anthony Castore, CEO, Liberation Holdings, INC., 954-366-7200/561-400-4263, apcastore@yahoo.com
- Dennis Foreman, Advancement Director, Saint Augustine Preparatory High School, 856-697-2600
- Fr. Donald Reilly, President, Malvern Prep, Former President of Saint Augustine Prep, 610-308-5013
Timeline
Managing Director
Evolution Financial Group
03.2024 - Current
Financial Services Representative
National Life Group
02.2024 - Current
VP/Chief Revenue Officer
VR ASSET MANAGEMENT
01.2024 - Current
Owner/Operations Manager
Petrie Consultant LLC
11.2018 - 07.2024
Licensed Banker
Citizens Bank
01.2015 - 12.2018
Life Insurance Producer
Transamerica Life Insurance Company
10.2013 - Current
Consultant Project Manager
Saint Augustine Prep
01.2013 - 12.2018
General Manager of Operations
Liberation Holdings Inc
01.1993 - 06.2011
High School Diploma -
Washington Township High School