Lisa Dunlap
Senior Account Manager at Northern Edge Advisors
- Role
- Senior Account Manager at Northern Edge Advisors
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Lisa Dunlap
Thank you for taking the time to get to know me through my LinkedIn profile. I…
Experience
Senior Account Manager
Dec 2017 — Present · Cleveland/Akron, OH, US
As Senior Account Manager, I am the initial point of contact for private business owners in the early stages of evaluating their alternatives. I leverage my experience to guide business owners through the various educational resources offered by Northern Edge Advisors and provide them with insights regarding the transaction process and my firm\'s capabilities in full confidentiality.•Manage business engagement initiatives and targeted outreach campaigns to identify and engage with potential buyers, sellers, and investors.•Coordinate with cross-functional teams to deliver tailored marketing materials, effectively showcasing businesses\' value propositions•Foster client relationships, serving as a resource throughout the engagement lifecycle
Education
Framingham State University
Bachelor of Arts (B.A.), Major: Psychology Minor Business Administration
1994 — 1997
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