LISA PICKERING
Fort Myers,FL
Summary
Successful Investment and Financial Services Leader with over 25 years of experience in sales, coaching, management, and supervision. Proven record of developing and implementing company-wide strategies which improve results. Skilled in leading Financial Advisors and other large teams to exceed goals and drive firm initiatives. Known for positive, results-driven leadership style and proactive approach to success.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Sales Performance & Service Director, SVP
PNC INVESTMENTS
National
05.2022 - Current
- Oversee major areas such as Sales Enablement, Financial Planning, Client Experience Surveys, Bank Partnerships, New FA Training, and Sales Support.
- Highlights:
- Developed Investment Sales Playbook in partnership with retail bank. Achieved a 15% increase in revenue targets in 2,300 branch network
- Crafted insurance plan leading to a 55% YoY revenue rise
- Established New Hire FA Experience which increased AUM performance by 15% and decreased FA 1st year turnover 10%
- Boosted Financial Planning team productivity resulting in 35% increase in completed plans with FAs YoY
- Acted as Executive Sponsor for developing PNCI’s Financial Advisor Development Program
- Diversity & Inclusion Council Member
Regional Sales Manager SVP
PNC INVESTMENTS
Columbus, OH
07.2017 - 05.2022
- Sales Manager for more than 20 Financial Advisors generating over $10million of annual revenue
- #1 RSM in Territory for both revenue and referred revenue percent to goal
- Consistent growth of net households and asset flows with $84mm annual new managed assets
Regional Sales Manager, SVP
THE HUNTINGTON INVESTMENT COMPANY
Columbus, OH
07.2007 - 07.2017
Managed and supervised the Central Ohio Region of The Huntington Investment Company, with 22 Financial Advisors
- Led all regions in growth of managed money assets
- Performed many leadership tasks at the corporate level, developed and led numerous initiatives
- Excellent record of successful Office of Supervisory Jurisdiction reviews
- Recognized for successful Financial Advisor engagement with goal based Financial Planning
District Manager, VP
SKY BANK
Columbus, OH
05.2002 - 07.2007
- Managed Branch Managers, Mortgage Lenders, and Investment Representatives covering a 12 branch network
- Exceeded goals in investments, deposits, lending, and mortgages to secure top company standing.
- Member of Sky Bank's Ohio Sr. Leadership Committee
- Acquired by Huntington Bancshares 2007
Banking Office Manager, VP
BANK ONE
Columbus, OH
05.1993 - 05.2002
- Advanced from Teller to Personal Banker, then Branch Manager
- Achieved 'President's Club' award consistently
- National Achiever for personal investment sales production
Education
Franklin University
01.1999
The Ohio State University
01.1991
Skills
- Senior Leadership Experience
- Strategic Decision Making
- Performance Coaching
- Effective Stakeholder Collaboration
- Strong Interpersonal Skills
- Talent Acquisition and Retention
- Change Implementation Skills
- Compliance and Supervision
- Large Team Sales Management
- Sales mindset
- Ability to analyze data to identify trends and develop actionable tactics
Certification
- CRPC, Chartered Retirement Planning Counselor
- CRC, Certified Retirement Counselor
- FINRA series 6, 7, 24, 53 & 66
- Ohio Life & Health License
Timeline
Sales Performance & Service Director, SVP
PNC INVESTMENTS
05.2022 - Current
Regional Sales Manager SVP
PNC INVESTMENTS
07.2017 - 05.2022
Regional Sales Manager, SVP
THE HUNTINGTON INVESTMENT COMPANY
07.2007 - 07.2017
District Manager, VP
SKY BANK
05.2002 - 07.2007
Banking Office Manager, VP
BANK ONE
05.1993 - 05.2002
Franklin University
The Ohio State University