Lisa James-Ferrara

Energizer
DISC Type : I

Executive Director - Marketing Compliance Manager at JPMorgan Chase & Co.

Jenkintown, Pennsylvania, United States

Overview

Lisa James-Ferrara is an Executive Director at JPMorgan Chase & Co. , where she serves as the Marketing Compliance Manager. With extensive experience in financial services, she specializes in regulatory oversight, controls, and process development. She holds a Bachelors Degree from Eastern University and has been with JPMorgan Chase for a significant portion of her career.

Her career path is unique, having transitioned from production and customer service roles in the graphics and printing industry to a senior leadership position in marketing compliance at a top-tier financial firm.

Personality Overview

Relationship Oriented

Imaginative

Enthusiastic

They excel at seeing the bigger picture, and the long-term impact of their decisions.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They are people oriented, friendly and like creating new connections.

Topics They Care About

Marketing Compliance
Serves as the Executive Director and previously Vice President of Marketing Compliance at JPMorgan Chase & Co. , indicating deep expertise in this area.
Regulatory Oversight
Her experience is noted to include regulatory oversight, a critical function for marketing within the financial services industry.
Risk & Controls
Previously held a role in Business Card Marketing Oversight & Controls, showing a background in managing operational risk and quality.

Media Appearances

Lisa has no verified media appearances

Work History

2-2022
Executive Director - Marketing Compliance Manager at JPMorgan Chase & Co.
4-2019
Vice President - Marketing Compliance Manager at JPMorgan Chase & Co.
8-2016 - 4-2019
Vice President - Business Card Marketing Oversight & Controls at JPMorgan Chase & Co.
12-1995 - 8-1997
Production Manager at Colorlith Corporation
5-1993 - 12-1995
Customer Service Representative at CRW Graphics

Education

Bachelor’s Degree from Eastern University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Jenkintown, Pennsylvania, United States Job Level : Senior Designation : Executive Director - Marketing Compliance Manager at JPMorgan Chase & Co.
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • Do some small talk, ask them how things are going on their side
  • Talk about their team and how your product will help them do things better and easier
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t be excessively objective, be a storyteller
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Avoid cutting into their flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lisa is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Lisa

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Lisa move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Lisa take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Lisa

Personality Compatibility


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