Lisa Wickersham in

Lisa Wickersham

Observer · DISC type ic
Business Operations Manager at Diamond State Financial Group
📍 Wilmington, Delaware, United States

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.

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Experience
15 Years
Current Role
Business Operations Manager
Job Level
Middle
Location
Wilmington, Delaware, United States
Personality Overview

How Lisa shows up

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.

Priorities

Topics Lisa cares 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.
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Career

Work history

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

Media appearances

Lisa Wickersham – Business Operations Manager. Featured in Diamond State Financial Group (Official Website)
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Education
2015 - 2018
Master of Business Administration (M.B.A.)
Wilmington University
2011 - 2014
Bachelor of Science (B.S.)
University of Delaware
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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