Lisa Wickersham

Observer
DISC Type : ic

Business Operations Manager at Diamond State Financial Group

Wilmington, Delaware, United States

Overview

Lisa Wickersham is the Business Operations Manager at Diamond State Financial Group, where she manages the client service, new business, and service departments. An experienced leader in financial services, she holds an MBA in Organizational Leadership from Wilmington University and a Bachelor of Science from the University of Delaware.

A Delaware native, Lisa enjoys spending quality time with her husband and daughter. Her personal interests include cooking, running, traveling, and participating in various community fundraising and outreach events. She previously spent over eight years as a director at the YMCA of Delaware.

Despite her successful career in finance, Lisa is also an ACE Certified Personal Trainer.

Personality Overview

Example Seeker

Value Driven

Assertive

They are generally good communicators and can be hard to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They often ask many questions and rely heavily on information and documentation.

Topics They Care About

Financial Operations
Manages the operational processes of the Client Service, New Business, and Service departments at Diamond State Financial Group.
Team Leadership
Passionate about providing guidance and improving systems to help her teams maximize productivity and support financial professionals.
Community Fundraising
Actively volunteers throughout the year as part of her company's charity initiatives, dedicating time to various charitable events and fundraisers.

Media Appearances

Lisa Wickersham – Business Operations Manager. Featured in Diamond State Financial Group (Official Website)

See Now

Work History

1-2025
Business Operations Manager at Diamond State Financial Group
1-2023
Operations Manager at Diamond State Financial Group
11-2018 - 12-2022
Client Service Team Manager at Diamond State Financial Group
11-2016 - 11-2018
Program Director at YMCA of Delaware
9-2014 - 10-2016
Asst. Program Director at YMCA of Delaware

Education

2015 - 2018
Master of Business Administration (M.B.A.) from Wilmington University
2011 - 2014
Bachelor of Science (B.S.) from University of Delaware

More Information

Social Presence :

Prographics :

Exp : 15 Location : Wilmington, Delaware, United States Job Level : Middle Designation : Business Operations Manager at Diamond State Financial Group
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Share testimonials from known people and give multiple examples of product value
  • Help them realize that there is no personal risk in making this decision

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t brush off any concerns, take all questions seriously
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lisa is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Lisa

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Lisa move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Lisa take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Lisa

Personality Compatibility


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