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
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