Summary
FUNCTIONAL SUMMARY
Work History
Education
Skills
COMMUNITY SERVICE
Timeline
BusinessAnalyst
Lori Wallace

Lori Wallace

Carlsbad

Summary

High-performance leader in executive recruitment and consulting, professional development, and workplace culture. More than twenty years leading recruitment and placement of new graduates to C-Suite executives for major California healthcare systems. Experience includes national success in home loan business development at a Fortune 500 bank-providing a a well-rounded command of both people and process. Professional success has been rooted in a deep commitment to service-evident in the ability to cultivate trust, manage complexity, and drive change that exceeds stakeholder expectations and improves outcomes. Sustained success across corporate and entrepreneurial settings have brought an integrated perspective to human resources and people-centered performance.

FUNCTIONAL SUMMARY

Principal Talent Acquisition Partner - 19 yrs

Career Coach & Relational Intelligence Coaching - 22 yrs

Financial Services Leadership, Direct Marketing - 8 yrs

Product Management - 7 yrs

Business Development - 30+ yrs

Work History

Principal Recruiter

Irvington Group, Inc.
Carlsbad
01.2005 - Current

Irvington Group, Inc. (operating as igMedical and Career Ecology) was founded in 2005 in order to help transform head hunting into human connection. Agency provides precision recruitment services to highly complex healthcare systems in California.

Responsible for the permanent placement of healthcare professionals and C-Suite executives in California by matching candidate to employer across shared culture and values, thus ensuring high value connections. Responsible for end-to-end search design, sourcing, marketing, client and candidate engagement, negotiations, resume and interview prep, onboarding prep and early stage retention. Lead all aspects of business development, marketing development, search, and fulfillment. Oversee team of two (sourcing agent and administration support).

Select Impacts:

  • Go to recruiting agency for leading non-profit and for profit health systems in California, including (but not limited to) UCSF Health, Sutter Health, HCA, Alameda Health, Kaiser Permanente, Stanford Health, UC Davis Health, and more.
  • Precision direct search and placement of over 500 high level professionals with over 98% retention rate.
  • Board of Trustees consultation, search kick-off meeting, strategy alignment, reporting communications, decision support.
  • Speaker and Trainer at leading teaching hospitals, including USC, UCSF, UCSD.
  • Successful launch of scalable coaching program called 'Career Ecology' which provides direct support to professionals in career transition via authentic relating (resume, search, interviewing skills, LinkedIn, and networking).
  • Sample list of placed titles: CEO, VP of Lab, Chief Nursing Officer, Senior Director of Business Intelligence Growth & Accountable Care, Director of Pharmacy, Director of Radiology, Director of Surgical Care, Corporate Director of Medication Safety & Corporate Compliance, Director of Ambulatory Care Services, Director of Oncology Pharmacy, and more.

Account Executive, Recruiter

fpBiomed
Lake Oswego
01.2002 - 01.2005

fpBiomed/UHC Solutions is an independent recruiting agency serving healthcare and financial services sectors.

Reporting to the General Manager, served as Account Executive for health care recruitment team. Specialized in search and placement of health system pharmacists in Oregon, Washington and California. Duties included daily cold calling, interviewing, qualifying of candidates, presentation of select candidates to final decision and negotiated close. Managed staff of two sourcing assistants.

Select Impacts:

  • Established metric system for the company to set goals and monitor performance.
  • Developed ground-breaking interview script strategy; increased interviewing efficiency and success by 40%+.
  • Named Rookie of the Year first year with the firm.
  • Top producer in the first year and every year thereafter.

Marketing Director, Home Loans

Providian Financial
San Francisco
01.2000 - 01.2002

Providian Financial Corporation, a fortune 500 bank, was one of the leading credit card issuers in the United States prior to being sold to Washington Mutual in October 2005. Providian had more than 10 million card holders at the time of its sale.

Reporting to the VP of Marketing, was responsible for developing, testing, and launching a highly profitable direct telemarketing channel for generating second mortgage home loans.

  • Developed breakthrough lead acquisition program that relied on precise targeting, a consultative sales approach, and aggressive campaign management using real-time data.
  • Hired and managed team of six product managers and four national telemarketing vendors (500+ call reps); involved intensive training, tracking and performance management.

Select Impacts:

  • Additionally, served on special projects for the bank President in the promotion of employee retention and satisfaction.
  • Rolled out nationwide account acquisition changes for home equity loans in record time (six weeks).
  • Increased lead generation rate by 400%.
  • Reduced loan acquisition cost by 50%.
  • Continuously achieved response rates four times the industry average.

Product Manager - Visa Gold, Visa Platinum

Providian Financial
San Francisco
01.1995 - 01.2000

Providian Financial Corporation, a fortune 500 bank, was one of the leading credit card issuers in the United States prior to being sold to Washington Mutual in October 2005. Providian had more than 10 million card holders at the time of its sale.

Reporting to the Director of Marketing (Visa Gold & Visa Platinum), was responsible for exceeding debt transfer goals in a highly competitive credit card industry by launching a revolutionary credit card offer, 'Guaranteed Savings.'

Select Impacts:

  • Managed one of the industry's first debt consolidation offers via direct mail and telemarketing targeted at reducing customers' long-term monthly payments.
  • Streamlined conversion process that doubled the rate of lead conversion while reducing operating costs by 80%.
  • Produced creative design of one of industry's first Platinum Cards.

Marketing Analyst - Visa Gold

Providian Financial
San Francisco
01.1994 - 01.1995

Providian Financial Corporation, a fortune 500 bank, was one of the leading credit card issuers in the United States prior to being sold to Washington Mutual in October 2005. Providian had more than 10 million card holders at the time of its sale.

Reporting to the Director of Marketing, was responsible for compiling and reporting on competitive credit card research data.

Select Impacts:

  • Providian Financial Corporation, a fortune 500 bank, was one of the leading credit card issuers in the United States prior to being sold to Washington Mutual in October 2005. Providian had more than 10 million card holders at the time of its sale.

Account Executive

LeasePartners
Burlingame
01.1992 - 01.1994

Company Overview: LeasePartners is no longer in operation. It was a mid-size equipment leasing company financing small to large equipment including construction tools, vehicles, computer equipment, and more.

Reporting to the Director of Marketing, was responsible managing and developing new business for the NorthEast territory (US).

Select Impacts:

  • LeasePartners is no longer in operation. It was a mid-size equipment leasing company financing small to large equipment including construction tools, vehicles, computer equipment, and more.
  • Rookie of the year and top sales person year after year.

Relocation Coordinator

Jon Douglas Company
Los Angeles
01.1988 - 01.1992

Company Overview: Jon Douglas Company was a leading luxury home real estate brokerage serving the Los Angeles area.

Reporting to the Director of Relocation, was responsible for promoting the relocation referral program throughout the company, ensuring base quotes were met. Exceeded quota year after year.

Education

Bachelors of Arts - Psychology

UCLA
Los Angeles, CA

Skills

  • Talent acquisition
  • Client engagement
  • Negotiation strategies
  • Interview preparation
  • Market research
  • Networking strategies
  • Diversity and inclusion initiatives
  • Offer negotiation
  • Candidate assessment
  • Candidate relationship management
  • Executive search

COMMUNITY SERVICE

  • Kids for Peace, Committee Member, 01/01/25 - Present
  • San Diego Tech Hub, Board Member, 01/01/23 - Present
  • TreeSisters, Fundraiser & Volunteer, 01/01/15 - 12/31/20
  • La Costa Canyon High School Career Compass Program, Lead, 01/01/18
  • Just In Time, San Diego, CA, Mentor to Foster Youth, 01/01/17
  • Mindful Schools, Richmond, CA, School Mindfulness Volunteer, 01/01/14
  • Marin Waldorf Auction, Lead, Class Parent, Head of the Parent Association, 01/01/05 - 12/31/13

Timeline

Principal Recruiter

Irvington Group, Inc.
01.2005 - Current

Account Executive, Recruiter

fpBiomed
01.2002 - 01.2005

Marketing Director, Home Loans

Providian Financial
01.2000 - 01.2002

Product Manager - Visa Gold, Visa Platinum

Providian Financial
01.1995 - 01.2000

Marketing Analyst - Visa Gold

Providian Financial
01.1994 - 01.1995

Account Executive

LeasePartners
01.1992 - 01.1994

Relocation Coordinator

Jon Douglas Company
01.1988 - 01.1992

Bachelors of Arts - Psychology

UCLA
Lori Wallace
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