Lori Italiano Stewart

About Lori Italiano Stewart

After obtaining a Masters in Business Administration from Youngstown State University, I began a career in financial advising. My past experiences include holding positions at Raymond James, Merrill Lynch, Youngstown State University, and as an accountant for Mahoning County. My career path has been guided by my desire to help, educate, and empower individuals with the necessary tools to make financial decisions. I have cultivated my business expertise in the areas of finance, accounting, business development, management, and customer service. I have broad experience in tax support, sales, and marketing. I am articulate, personable, and professional with well defined presentation skills. Self-motivated, results oriented, and energetic.• Portfolio Management • Client Relationship Management• Financial Planning • Direct Sales• Event Planning • Project Management• New Hire Training • Market | Consumer | Competitive Research• Business Development • Salesforce • Employee Relations • Microsoft Office 365 • Accounts Receivables/ Payables • State, & Federal Tax Preparation • Multi-level Communication with Various Levels of Management I have volunteered over the years with Junior Achievement, The United Way, Austinown Junior Soccer League, Second Harvest Food Bank and the Make-A-Wish Foundation. I believe that knowledge is power and critical for professional development. You can find me outdoors when the sun is shining.

Experience

1. Leadership Team Management

   Intuit

   Jun 2017 — Present

   Highly accomplished TurboTax Service Delivery Manager and Project Manager with demonstrated success in managing high-performing Service Delivery Teams of 25+ and driving strategic program growth within a high volume virtual environment. Proven ability to elevate team performance, implement foundational processes, and drive strategic projects to completion. Adept at planning, designing, and executing program work streams with the primary objective of driving measurable business results. Played a key role as Project Leader on the Tax Specialist Project Team in scaling a pilot of 95 Tax Specialist to over 2,500 Tax Specialists. This initiative was designed to address the shortage of tax professionals and is now adopted as a standard hiring role.Implemented significant process improvements through proactively adopting new technologies, JIRA, and AI. Drove exceptional talent development results and retention rates.

Education

• Youngstown State University

  MBA, Business Administration and Management, General

  2009 — 2010

• Youngstown State University

  BSBA, Marketing

  2001 — 2004

Skills

• Accounting
• Research
• Project Planning
• Retirement Planning
• Strategic Financial Planning
• Strategic Planning
• Access
• Fundraising
• Nonprofits
• Small Business
• Marketing
• Training
• Financial Analysis
• Analysis
• Data Analysis
• Six Sigma
• Financial Services
• Crm
• Budgets
• Finance
• Event Planning
• Leadership
• Management
• Team Building
• Process Improvement
• Financial Planning
• Time Management
• Project Management