Lisa Scherer
Vice President, Corporate Access, Citi
- Role
- Vice President Corporate Access, Consumption Data & Data Analytics Integrity at Citi
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
About Lisa Scherer
Event planning & coordination | corporate fundraising | marketing & brand…
Experience
Vice President Corporate Access, Consumption Data & Data Analytics Integrity
Jan 2015 — Present · Getzville, NY, US
Citi’s Worldwide Subject Matter Expert on consumption data reports by analyzing events and special programming in coordination with Corporate Access worldwide, Sales and Research. Reports grew from one account in January 2016 to currently over 380 accounts. Implemented strategies to improve event practices by reviewing and approving reports on a weekly, biweekly, monthly, and quarterly review cycles. • Review, approval and analyzed consumption data reports regarding attendance and engagement of conferences, field trips, road shows and industry expert meetings.• Recommend new enhancements, checks & balances with various IT departments to monitor revenue or minimize losses. Provide thought leadership suggestions and participate in projects that may impact upstream or downstream of data. • Implement training and development practices utilizing my mentorship skills by decreasing entry errors; resulting in more efficient operational procedures along with corrective actions to resolve data quality problems.• Enhanced technological capabilities of dataCentral, CRM, internal Events Calendar, CorpAxe, Institutional Banking, Research Training, Sales, Analysts, Citi Velocity, and the Client Activity Feed team along with other assets groups outside of Equities.• Yearly creation of 50+ pre- and post-conference reports for hedge fund Millennium Partners detailing their participation in Citi\'s North American Equity conferences. In 2020, personally named number one for my conference and consumption data reports. Additionally create conference reports for Point72, EverPoint, Ashler, Surveyor, Citadel and Balyasny. • Within the first 90 days on the job, revamped the Corporate Access\' conference gap analysis to incorporate further detailed information influencing increased accuracy and improvement strategies.• In 2023, first person and only person Corporate Access person granted advanced CRM permissions to create institutional accounts in CRM.
Education
State University of New York Cortland
Bachelor of Science
The Ohio State University
Master of Arts
Skills
- Sports Management
- Social Networking
- Social Media Marketing
- Sales
- Career Counseling
- Leadership
- Fundraising
- Public Speaking
- Strategy
- Sponsorship
- Team Building
- Event Management
- Social Media
- Sports Marketing
- Marketing
- Sports
- Event Planning
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