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Charlotte, North Carolina, United States
October 20, 2016

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Lisa A. Morgan, M.B.A.

Charlotte, NC

Phone: 704-***-****

Inventory Management, 10 year Business Development, Product Management, Merchandising, acquisition costs, inventory management, Product Management, processing, purchasing, marketing, sourcing, vendor management, strategic development, operations, Excel, Microsoft office, Power Point, Sourcing, Contracts, Supply Chain, Suppliers, Negotiation

Professional Summary

Meticulous manager with more than 15 years of experience planning, developing and implementing multi-level, cross functional programs with successful results.

Driving process improvement and implementation for policy and procedure developments, problem resolution, risk management and escalation resolution using Six Sigma and other strategic operations methodology.

Expertly negotiates contracts for service improvement, cost reduction and labor control.

Cultivates strong partnerships and develops quality processes.

Creative professional with extensive project experience from concept to development.

Action-oriented with strong ability to communicate effectively to executive level and business audiences to rapidly respond to unforeseen developments and initiate actions to reduce adverse impact.

Professional Qualities and Strengths

•Relationship Building

•Strategic Visions and Project Planning

•Policy Development

•Brand Management

•Productivity and Time Utilization

• Database Management

• Budget and Cost Control

• Procedure/Process Development

• Escalation Resolution

• Change Management

• Articulate Communicator

•Supply Chain Management

• Contract Negotiation

•Creative Problem Solving

• Six Sigma Processes


Masters, Business Administration (M.B.A.)

Queens University of Charlotte

Charlotte, North Carolina

Bachelor of Fine Arts, Experimental Studios/Studio Research (B.F.A.)

Syracuse University

Syracuse, New York

Professional Highlights

Queens University of Charlotte, Charlotte, NC

A private, co-ed, masters’ level university with a commitment to liberal arts and professional studies.

Academic Affairs February 2013-Present

Support to the Associate Provost & Dean of University Programs while pursuing Master’s degree. Responsibilities include processing Purchasing Orders, and Budget Transfers; process and track adjunct teacher contracts and credentials; plan and execute yearly Sed Ministrare, Convocations, and Awards’ Ceremony. Honor Code violations tracking. File/records tracking and maintenance.

Streamlined Purchasing Order process

Database Management

Project Management

Implemented records destruction process

Designed standardized adjunct contract templates for university-wide use

ViTEX, Inc., Mooresville, NC September 2012-February 2013

A strategic banking and management consulting firm that provides guidance and services to optimize resources, balance expense management, risk, operational efficiency, and revenue generation.


Client: American Express. AP audit/micro review and expense management. Assisted senior consultant with funds retrieval and revenue management.

Davidson Day School, Davidson, NC August 2008 to August 2012

A private, diverse, independent, Pre-K through 12th grade college preparatory school that cultivates academic excellence through collaboration, creativity, and character development.

Executive Support/ Registrar

Executive support to five executives including the Head of School, Chief Financial Officer, Head of Upper School, Director of Facilities and Director of IT.

Devised and instituted office procedures and processes for scheduling yearly calendar, event and check requests communicating to Division Directors and organizing logistics.

Conducted detail reviews of account receivables and payables.

Assisted in policy development, conducted research for safety and security procedures.

Streamlined ordering processes and negotiated supplier contracts.

Registrar duties included course creation, scheduling, creating and reporting transcripts, updating database records and database retrieval.

Organized logistics for group meetings including room designation, food and beverages and IT services.

Project Management for facilities and athletics, IT support.

Bank of America, Charlotte, NC October 2001 to October 2007

Bank of America is an American multinational banking and financial services corporation headquartered in Charlotte, North Carolina. It is the second largest bank holding company in the United States by assets.

Assistant Vice President: Supplier Lead

Meeting & Event Management Department: Audiovisual & Event Production, United States: organization of meetings & events. Orchestrated custom business support program for Meeting & Event Management key supplier; supporting 60 employees, overseeing logistics, end-user relations. Managed eight support suppliers; ensured service delivery, training, and brand standards compliance. Developed & implemented client surveys assessing suppliers’ performance for increased percentages on scorecard quarterly reviews. Led weekly executive supplier development and training sessions for a reduction of escalation issues. Developed strategic plans for Event Production supplier program.

Designed and implemented Event Production Preferred Supplier Program strategically reducing supplier base from over 500 non-compliant suppliers to 5 contracted preferred suppliers.

Negotiated unprecedented national labor pricing for event production, set up electronic itemized invoicing and reporting processes & formats. Anticipated savings of 25%.

Spearheaded supplier selection through an extensive 6 month RFP online process leading to supplier presentations and panel review.

Successfully launched the Supplier Optimization Process for audiovisual suppliers. Initial savings goal of 25%- negotiated additional savings to average 31% netting $6M in reduced costs.

Bank of America Certified Supplier Manager.

Team member on a Green Belt project: developed project plans, PowerPoint presentations, facilitated meetings, managed deliverables and assigned tasks.

Researched data for define and measure stage of restaurant optimization project.

Assisted in facilitating the transition to Electronic Reimbursement Invoicing payment process from purchasing card.

Championed process improvements including think tank sessions.

Created new forms, ordering process, reporting process, flow charts, meeting approval forms, invoices, scorecard reviews, and training for suppliers.

Founding member of the Audiovisual Commodity Council.

Team member for Charlotte Chamber Golf Tournament

Responsible for overseeing total event, organizing gift procurement, final decisions for food, travel, event marketing/signage, supplier placement.

Executive Flight Attendant; Corporate Aviation

Gulfstreams and Falcons

Duties included safety, comfort and support of the bank’s senior executives.

Initiated a supplier contract with catering companies, reduced cost of supplies.

Responsible for food procurement, preparation and presentation for domestic and international flights.

Wagner Murray Architects, Charlotte, NC September 1995 to September 2001

An architecture and planning firm that designs commercial and community spaces from restaurants to football stadiums and public parks.

Project Management/ Assistant Architectural PM/ Artistic Installation/ Graphic Design

*Full project list available upon request

Designed and installed custom finishes and sculptural installations.

Managed processes, hired & managed suppliers and contractors.

Responsible for layout of graphic communications; presentation graphics, brochures, point of purchase displays and related items.

Responsible for organizing community children's project with local school of the arts to paint decorative chairs.

Procurement of supplies, transportation arrangements and client liaison.

Designer furniture: Perch Furniture

Researched and developed architect's designs for custom furniture: procured supplies, hired team, managed schedules and inventory, arranged shipping, sales, built furniture.

Developed strategic plan for business development.

NYC craft show in Rockefeller Plaza

Sleeping Bear Galley, Michigan

Model Builder/Sculptor: Architectural models, prototypes.

Professional Affiliations

Board Member, American Heart Association “Heart Ball” 2004-2006

Team Lead, Bank of America Charlotte Chamber team: Golf Tournament

Bank of America Charlotte Chamber fundraiser team member

Volunteer, Team Bank of America: Environment

Women’s LEAD Mentor Program

Community Affiliations

Volunteer: Vice President, Meadowmont Homeowners Association

Volunteer: Team Lead, Community project, Sedgefield Elementary Afterschool Program

Volunteer: OneLife Community Church, Children’s ministry assistant

Volunteer: Highland Creek Elementary School, Father-Daughter dance

Volunteer: Spirit and Truth Ministries

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