Lisa Stavsky
Columbus,Ohio
Summary
An innovative and results-driven investment & insurance sales executive with an extensive history in strategic planning, performance improvement, high-level sales management/leadership, recruitment, FINRA regulations, referral programs, and licensed banker platform programs. Utilizes comprehensive industry experience to coach for improved performance, implement sales growth strategies, work with cross-functional teams, and motivate sales staffs to achieve significant sales growth. A passionate and driven leader with proven success in increasing sales and executing business strategies.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Executive Vice President, Securities & Insurance
WesBanco
04.2019 - Current
- CEO, WesBanco Insurance Services - Offerings include commercial, personal lines, title, and employee benefits
- President & CEO, WesBanco Securities - Offerings include advisory services, financial planning, annuities, and individual securities
- Grew Securities and Insurance revenue and net income to record levels in 2021, 2022, and 2023
- Achieved company growth by implementing strategic initiatives and fostering collaboration across departments.
- Streamlined operations for increased efficiency by identifying areas for improvement and implementing process changes.
- Developed strong relationships with key industry partners, resulting in mutually beneficial business opportunities.
- Implemented digital insurance (property & casualty) platform
- Created and launched retail licensed banker (FINRA series 6/63/Insurance) role and program
- Drove talent acquisition strategies to attract top-tier candidates, building a high-performing team capable of achieving company objectives.
Wealth Management Director
TIAA Financial Services
06.2016 - 03.2019
- Led a team of client facing Wealth Management Advisors and support staff, located in the State of Ohio including the Cincinnati and Cleveland markets
- Implemented several strategies with direct report team to achieve the highest activity metrics in the region.
- Created and maintained a profitable, compliance environment, where team members consistently grew client relationships through sound advice and guidance
- Initiated several successful partnerships with internal institutional Relationship Managers to ensure a seamless TIAA experience for top tier higher education institutions and hospitals; this partnership led to the win of a 5-year contract with a critical institutional client
Senior Vice President, Territory Director
PNC Financial Services
09.2011 - 05.2016
- Responsible for developing the execution strategy for PNC’s Mass Affluent initiative, at initial launch was responsible for over 500 employees
- Initiated, designed and launched financial specialist role (FINRA series 7/66/Insurance) and program throughout entire footprint in 2012, including hiring all initial team managers
- Caused investment revenue in Financial Specialist branches to grow by approximately 30% year over year
- Aligned with internal partners (retail and wealth management partners, training, incentives, human resources, investment call center, legal, and compliance) to create, improve, and grow production by designing and implementing targeted strategies
Senior Vice President, Regional Sales Manager
PNC Investments
04.2005 - 08.2011
- Directed and managed sales team of 17-25 branch and centralized financial advisors and 30-90 licensed bankers in Columbus, Dayton, Cincinnati, and Central Ohio market
- Recruited and motivated investment sales professionals and other sales positions
- Spearheaded investment sales and compliance of 50-150 retail bank branches and centralized offices
- Delivered highest and consistently strong revenue (ranging from 111% to 158% of investment revenue goal throughout tenure in role)
- Initiated and implemented several successful referral and product-focused strategies
- Mentored team leaders to best-in-class performance through strategic coaching and partnering
- Led region consistently to highest productivity metrics in footprint (revenue per broker, revenue per core deposits)
- Created and developed new branch position, senior licensed financial consultant
- Coordinated project with various partners, including compensation, legal, HR, and product teams
- Enlisted to lead second territory concurrently in 2009 to improve compliance and processes and licensed banker sales productivity in Chicago/Milwaukee market
- Oversaw sales teams in conversion markets in Cincinnati and Chicago/Milwaukee to implement investments strategy in retail branches.
Vice President, Retail Investment Officer
NatCity Investments (Now PNC Investments)
09.1997 - 04.2005
- Individual and sales team production continuously ranked in top 6% of company.
- Led sales team of bank platform investment and annuity representatives
- Recruited and motivated bank employees to position
- Trained and developed junior partner
- Facilitated excellent relationships with retail bank branches serviced, including mortgage and small business partners
Securities Trader
NatCity Investments (Now PNC Investments)
02.1993 - 09.1997
- Supervised sales and trading of discount brokerage clients
- Developed client relationships and steadily grew production
- Traded stocks, options, and bonds
- Ranked consistently as top trader in sales and customer service
- Mastered fluency in margin and options trading regulations.
Sales and Trading Assistant
Alex. Brown & Sons
09.1991 - 01.1993
Sales and Trading Assistant
Balis & Zorn, Inc.
08.1987 - 09.1991
Education
D.B.A. (Doctor of Business Administration) -
Franklin University
Columbus, OH05.2025
Graduate Degree - Graduate School of Retail Bank Management
Consumer Bankers Association
Arlington, Virginia07.2009
MBA -
Capital University
Columbus, Ohio05.1997
Bachelor of Arts - Economics
City University of New York, Brooklyn College
Brooklyn, New York05.1990
No Degree - Foreign Semester Abroad
Bar Ilan University
Ramat Gan, Israel1987
Skills
- Strategic Planning and Execution
- Operations Oversight
- Process Improvements
- Cross-functional Collaboration
- Outstanding Management Skills
- Talent Acquisition
- Financial Management
- Strategic Partnerships
- Industry Networking
- Change Management
- Leadership Development
Certification
- FINRA Series 7
- FINRA Series 24
- FINRA Series 53
- FINRA Series 63
- FINRA Series 65
- Ohio Accident & Health Insurance
- Ohio Property & Casualty Insurance
- Ohio Life, Health and Variable Annuity
- Chartered Retirement Planning Counselor (CRPC)
Licenses
FINRA Series 7, 24, 53, 63, 65
Ohio Accident & Health, Property & Casualty, Life, & Variable Annuity
Chartered Retirement Planning Counselor (CRPC)
Volunteer and Board Memberships
Currently serve on several boards including OFIC (Ohio Foundation for Independent Colleges) - general board member, CJHS (Columbus Jewish Historical Society) - Treasurer, and Beth Jacob Congregation Sisterhood - Treasurer
Past board memberships include Beth Jacob Congregation, Columbus Jewish Federation, Columbus Torah Academy, Camp Stone, and the Columbus Jewish Community Center
Timeline
Executive Vice President, Securities & Insurance
WesBanco
04.2019 - Current
Wealth Management Director
TIAA Financial Services
06.2016 - 03.2019
Senior Vice President, Territory Director
PNC Financial Services
09.2011 - 05.2016
Senior Vice President, Regional Sales Manager
PNC Investments
04.2005 - 08.2011
Vice President, Retail Investment Officer
NatCity Investments (Now PNC Investments)
09.1997 - 04.2005
Securities Trader
NatCity Investments (Now PNC Investments)
02.1993 - 09.1997
Sales and Trading Assistant
Alex. Brown & Sons
09.1991 - 01.1993
Sales and Trading Assistant
Balis & Zorn, Inc.
08.1987 - 09.1991
D.B.A. (Doctor of Business Administration) -
Franklin University
Graduate Degree - Graduate School of Retail Bank Management
Consumer Bankers Association
MBA -
Capital University
Bachelor of Arts - Economics
City University of New York, Brooklyn College
No Degree - Foreign Semester Abroad
Bar Ilan University