LISA GORDON
Memphis,TN
Summary
At Truist Securities, I spearheaded the Fixed Income Strategy team, enhancing operational efficiency and fostering a collaborative environment. My expertise in Microsoft Office and Bloomberg, coupled with exceptional communication skills, led to strategic improvements and a unified approach to achieving company objectives. Skilled in project management, I significantly optimized workflows and event logistics, driving productivity and team development.
Overview
28
28
years of professional experience
Work History
Fixed Income Strategy Coordinator
Truist Securities
05.1995 - 04.2023
- Entered data, generated reports, and produced tracking documents.
- Improved team productivity with regular communication and progress updates, fostering a collaborative work environment.
- Enhanced operational workflows by maintaining well-organized documentation systems and updating records accurately as needed.
- Gathered and organized materials to support operations.
- Assisted in recruitment efforts by coordinating interviews and managing onboarding activities for new hires.
- Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping.
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
- Collaborated with department heads to develop strategic plans aligning with overall company objectives, fostering a unified approach toward shared goals.
- Coordinated logistics for large-scale events, significantly reducing setup times and eliminating scheduling conflicts.
- Completed bi-weekly payroll for 15 employees.
Education
High School Diploma -
Carver High School
Memphis05.1982
No Degree -
Tulsa College
Tulsa, OKSkills
- Excellent computer skills using Microsoft Office Suites including Outlook, Word, PowerPoint and Excel
- Proficiency in Financial Systems/Bloomberg
- Excellent interpersonal, oral and written communication skills
- Ability to work independently as well as collaboratively
- Skilled in examining operations and procedures, formulating policy, developing and implementing new strategies and procedures
- Strategic Planner dedicated to meeting clients needs
- Project management
- Customer service
- Decision-making
- Multitasking and organization
- Scheduling and calendar management
Timeline
Fixed Income Strategy Coordinator
Truist Securities
05.1995 - 04.2023
High School Diploma -
Carver High School
No Degree -
Tulsa College
Similar Profiles
Harsh DhuwaliHarsh Dhuwali
Equity and Finance Development Intern at Kesar Securities, Ventura SecuritiesEquity and Finance Development Intern at Kesar Securities, Ventura Securities
JULIO CESAR CARRERA MONTOYAJULIO CESAR CARRERA MONTOYA
Concierge at BCI securities (joined through KMA securities)Concierge at BCI securities (joined through KMA securities)
Sonal RhodeSonal Rhode
Assistant Manager at Indian infoline securities securities (IIFL)Assistant Manager at Indian infoline securities securities (IIFL)