We found the following information about Liz M Fagan at Trueaccord, where this expert has worked as a Senior Director, Client Implementations since 2019. Liz's total work experience is over 19 years, during which time this professional had at least 12 jobs at different places to develop skills. Liz studied at the Rice Business - Jones Graduate School of Business from 2015 to 2015. Liz M Fagan received the following certifications: Series 65, Series 7, and Series 63. Liz M Fagan is proficient in English. Currently, Liz M Fagan lives in San Francisco, California. You can contact with Liz by searching for phone number or email or get full info by requesting access to this professional's additional details from SoftwareOfficial.
Name variants:
Elizabeth Fagan
Last updated Jun 03, 2024
Contact Information
Last Update
Jul 6, 2022
Email
lf**@gmail.com, lf**@cleanpowerfinance.com
Location
San Francisco, CA
Company
Workplace
Colleagues
Work History
Senior Director, Client Implementations
Kansas
Using AI to dramatically impact consumers' financial well-being.
from Feb 2019
Relationship Manager, 401 Retirement Advisor
665 3Rd St, San Francisco, CA 94107
Jan 2018 — Jan 2019
Senior Enterprise Strategic Account Manager
201 Mission St, San Francisco, CA 94105
Onboarded, managed, and trained large, enterprise B2B channel partners selling Spruce solar loans, PACE, leases, and power purchase agreements to consumers. Oversight of three account manage...
Jul 2016 — Jun 2017
Director, Account Management
201 Mission St, San Francisco, CA 94105
Managed team of 10 Account Managers responsible for managing and training solar sales businesses utilizing Spruce solar software and financing products including loans, PACE, PPAs, and lease...
Jan 1, 2016 — Jul 2016
Director, Customer Experience and Support
201 Mission St, San Francisco, CA 94105
Managed newly created B2B customer support team responsible for 1000 weekly support tickets related to consumer financing application questions, milestone payments, operational policies, an...
Aug 2013 — Dec 2014
Senior Manager, Customer Experience
201 Mission St, San Francisco, CA 94105
Developed and implemented the Company’s first Net Promoter Score program and six subsequent surveys. -Created weekly cross-functional “Reducing Friction” team including members from Software...
Jul 2012 — Aug 2013
Fund Asset Manager
201 Mission St, San Francisco, CA 94105
Hired, trained, and managed team of 15 deal processing team members responsible for underwriting $100MM portfolio of residential solar projects from credit approval through final booking. -D...
Mar 2011 — Jun 2012
Vice President, Financial Sponsors Group
Directly underwrote and managed $150MM in commercial loan transactions associated with private equity leveraged buyout transactions. Responsible for supporting development of new private equ...
2006 — 2010
Associate, Sports Finance and General Industries
100 north Tryon St, Charlotte, NC 28202
Underwrote and managed Mid-Cap financing transactions for sports teams and transitioned to the specialty chemical sector in 2004 after Bank of America's acquisition of Fleet Bank. Collaborat...
2003 — 2006
Director of Fundraising and Athletic Programs
25 Thomson Pl, Boston, MA 02210
Established development strategy and led fundraising initiatives for innovative new not-for-profit organization providing sports-based (lacrosse) character education programs to ~500 underse...
Aug 2000 — Jul 2003
Athletic Administrator
Hanover, NH
Responsible for initial eligibility NCAA compliance, NCAA Financial Assistance Fund, and game event management.
Jun 1998 — Jun 2000
Assistant Womenâ S Lacrosse Coach
Hanover, NH
Managed recruitment, practices and game strategy, clinics and camps. Ivy Champions, 1997. Volunteer Coach 1998 season, reached finals of NCAA Final Four.
Aug 1995 — Aug 1997
Education
1997 — 1998
1991 — 1995
Occupations
Executive
Senior Director
Accountant
Finance and Accounting Specialist
Sales Specialist
Relationship Manager
Advisor
Senior Manager
Operations Manager
Accounting Bookkeeper
Bookkeeper
Account Service Manager
Customer Service
Skills
Capital Markets
Loans
Portfolio Management
Financial Modeling
Mergers
Credit Analysis
Financial Services
Due Diligence
Project Management
Private Equity
Solar Energy
Finance
Business Development
Financial Analysis
Mergers and Acquisitions
Entrepreneurship
Strategic Planning
Team Building
Risk Management
Executive Management
Start Ups
Business Strategy
Venture Capital
Strategic Partnerships
Strategy
Business Planning
Process Improvement
Sales Management