The document provides a summary of Lisa Peters' career experience and qualifications. In over 23 years in the financial services industry, she has held several senior roles in sales and business development, consistently exceeding sales goals and raising over $270 million in new assets. She is seeking a new position that allows her to fully utilize her creative, organizational and interpersonal skills.

1. LISA PETERS
215 Southwind Drive
Doylestown, PA 18901
peterslis@verizon.net
(215) 348-0149 (H) or 215-850-5289 (cell)
SUMMARY
Enthusiastic, aggressive, goal oriented sales executive with a highly successful twenty three year
service oriented career. Internal staff and customer training and development. Created
productive and profitable operations. Seeking a position which would provide greater
opportunities to use extensive creative, organizational and people skills.
BUSINESS SKILLS
 New Market Development  Negotiations
 Institutional and Individual  For Profit/Not for Profit
 Internal Sales and Marketing  New Product Introduction
 Consultative Sales  Formal Presentations
 Staff Management and Development  Training
SELECTED CAREER ACCOMPLISHMENTS
CoreStates Capital Advisors, LLC
2008 to present
DIRECTOR OF INSTITUTIONAL SERVICES
• Prepared firm and produced data for GIPS review. Successful achieved verification
• Created marketing campaign for currency portfolio to be presented to consultants
• Populated 10 institutional databases with firm information
• In short tenure, raised over $20,000,000 in new assets
Logan Capital Management
2000 to 2008
MANAGING DIRECTOR
• Created successful networking opportunities with referral sources in and around Philadelphia.
• Successfully placed Logan Capital into multiple consultant databases with immediate results
• Entered Logan Capital into Emerging Managers universe with successful results
• Worked closely with broker-dealers in Wrap programs to develop new business.
• Developed alliances with small banks and trust companies to jointly market services to both
client bases.
• Raised over $250,000,000 in new business assets, both high net worth and institutional

2. JP Morgan Advisors
1999 to 2000
VICE PRESIDENT, SENIOR WEALTH ADVISOR
• Delivered new approach to wealth management and financial planning for high net worth
individuals to the Philadelphia marketplace.
• Interviewed and converted candidates to JP Morgan clientele.
• Managed local corporate effort in marketing new Morgan OnLine product to corporate
executives and subsequently to eligible employees.
PNC Bank
1997 to 1999
VICE PRESIDENT, CHARITABLE & ENDOWMENT MANAGEMENT
• Created business development opportunities for selling investment and ancillary services to
non-profit organizations. Clients included healthcare, higher education, religious institutions,
charities, foundations and all other 501©3 organizations.
• Provided consultative gift planning support, administrative guidance and full investment
management service and guidance.
• Consulted with individual clients for estate planning purposes.
CoreStates Investment Advisors
1991 to 1997
VICE PRESIDENT
• Marketed and sold all institutional trust products, including qualified and non-qualified
employee benefit services, investment management and custody to regional and national
clients.
• Played a key role in development and delivery of turnkey 401(k) product.
• Exceeded sales goals for 1993, 1995 and 1996, met goals in 1991, 1992 and 1994.
First Fidelity Bank
1986 to 1991
BUSINESS DEVELOPMENT OFFICER 1989 TO 1991
• Sold and marketed all institutional trust products, including employee benefits, custody,
investment management and charitable services.
• Planned meetings with internal service partners and business prospects preparing and
coordinating presentations.
• Met goals in 1990 and exceeded goals in 1991.
• Appointed to President’s Committee
TRUST OFFICER: INSTITUTIONAL SERVICES 1987 to 1989
• Administered over 100 trust accounts and provided account reconciliation, recordkeeping
services, asset maintenance and research support.
• Cross-sold additional services to clients, negotiated fee structures and pursued additional
opportunities within client base.

3. BRANCH ASSISTANT MANAGER 1986 TO 1987
• Managed staff of seven tellers and platform personnel.
• Opened new accounts, provided client services and monitored product sales processes.
• Exceeded branch annual goal for new products cross-sold and opportunities identified.
• Received top sales award for entire region (87 branches)
Harleysville National Bank
1983 to 1986
CUSTOMER SERVICE REPRESENTATIVE
• Opened and maintained new accounts, cross-sold bank products
• Received the 1984 and 1985 Cross-Selling Award for most products and services sold.
• Won the 1984 IRA campaign for most IRAs sold to retail clients.
EDUCATION AND LICENSES
St. Lawrence University, New York B.A. French 1971
Harcum Junior College, Pennsylvania A.S. Veterinary Science, Summa Cum Laude 1978
Series 7, 63 And 65 Licenses
References available on request