LM

Lisa Musich

Director of Marketing & Partnerships at Perigon Wealth Management

Palo Alto, California

Overview

Work Experience

  • Director of Marketing & Partnerships

    2023 - Current

    - Establishing strategic initiatives related to revenue growth - Directing and optimizing external marketing and recruitment partners - Developing internal and external communication plans to drive awareness, consideration and acquisition. Perigon Wealth Management, LLC is a registered investment advisor.

  • Southern Ocean Ventures

    2022

    Advisor: NVSA.vc - Built to modernize and democratize venture capital investing. Advisory board member: MUSH Foods (US) Consultant: Anina Culinary Art (Israel) | Tezzalli (Mexico) | Dartle (India)

  • LP

    2021 - 2022

    - Focus on Frontier and Fintech sectors. Special attention to LatAm - Building a strong and responsive network across accelerators, VC / PE funds, strategics, and startup founders + access to VU's investor and strategic network. - Personal Early Stage Investments: Runa, Bear Flag Robotics (exited), Maude, Intelage, TapRm, Spyce (excited), Poplar, Flyr Labs, Wayflyer, Runa, LifeLenz

  • Change Management Lead

    2019 - 2021

    Appointed change management lead for Droga5 NY and UK's integration into Accenture Interactive. - Droga5 was acquired in April 2019. Fully integrated March 2021. - Facilitate, guide, connect and lead efforts between Accenture’s PMI leads and Droga5’s discipline leads. - Led HR Solutioning for Droga5. Reviewing, negotiating, finalizing all go forward policies.

  • HR Director, Operations (concurrent)

    2017 - 2019

    Co-Direct and oversee all disciplines within the HR function, managing 4+ HR Generalists, Payroll and Benefits. Led HR for Second Child, Droga5’s post-production company employees. Optimized internal processes/policies/procedures. - Aptly ran, restructured and staffed the Recruitment team (assigned February 2019), Travel team (assigned in May 2019), Executive Assistant team (assigned in June 2019). - Engrain new HR practices to support company growth and success of 450+ employees. HR Operations, Employee Relations, Learning & Development, Programs & Outreach, Programming Development & Execution, Operational Improvement, Operational Efficiencies.

  • Consultant

    2017 - 2017

    I played a key role in launching and leading daily operation of the BeautyMatter.com platform. I sourced and managed the website development team, refined their website, curated content, provided thought leadership, and oversaw strategic partnerships. Staffed and directed the project from the inception to full operation. Staffing, Strategy, Project Management, Content Management, Thought Leadership.

  • Acting Managing Director / Consultant

    2016 - 2017

    As a subject matter expert, I shaped growth strategies to achieve goals set forth by leadership. Addressed the need for structural changes based on the weaknesses in creative and strategic deliverables. Led seven-figure day-to-day client business for Satori and North Face. • Developed and nurtured business units through comprehensive client engagement. • Enhanced performance by supporting talent and championing improvements. Strategic Development, Organizational Management, Creative Entrepreneurship, Operations Management, Organizational Development, Client Engagement, Employee Development, Change Management

  • Consultant

    2015 - 2016

    I synergized operations, strategic development and execution, and cross-unit collaboration for Head Music and Harmonics Engineering. Drove marketing strategies for a few projects and launches. Led talent optimization and established best HR practices. Brought best-in-class resources and built teams to support ongoing efforts. Operations, Strategic Development, Strategic Execution, Collaboration, Marketing, Project Management, Launches, HR Policies, Team Building, Staffing, Talent Acquisition

  • Consultant

    2015 - 2015

    I led talent recruitment for the Production, HR, and Finance departments. Managed all aspects of prospecting, screening, interviewing, and extending offers. Provided expert advice on how to develop agency policy literature. Staffing, HR Operations, Prospecting, Candidate Selection, Policy Development

  • Executive Director

    2014 - 2014

    I directed and managed full scope of responsibilities and teams as Executive Director and Editor & Chief for theSTASHED.com, including Project Management, Creative Resourcing, and Digital Team. Reported to CEO, President, and CFO. • Fostered a top-performing team, delivering superb results with a small budget. • Ran a number of winning pitches (Champ Sports, NBA, etc.) and saved those about to fail.

  • Director Of Operations

    2013 - 2014

    In this role, I led agency efforts for the C-Suite and the President, including day-to-day operational leadership of Project Management, Facilitates, and IT, refining processes and workflow to build efficiencies. Strategically marketed the brand. • Launched theSTASHED.com blog from scratch, hitting the average number of 100,000 views in 20 months. Established the department, coordinating staffing/hiring function. • Successfully completed CEO-led projects jointly with creative, strategy, digital teams, and external partners. • Raised brand awareness and visibility by refreshing the website and launching the blog. • Created a new business prospecting tool by developing high-end collateral. • Established additional revenue streams by advocating expansion plans.

  • Chief of Staff, to the CEO

    2012 - 2013

    I directly managed all CEO-led projects and liaised between the CEO and the leadership team, guiding all aspects of mutual communication. Engaged in staffing/hiring activities and built winning teams. • Streamlined day-to-day operations and led new business pursuits on behalf of Translation. • Managed and staffed the CEO’s office (5+ employees).

  • Group Account Director, New Business Development

    2009 - 2012

    I led and managed the following launches and client partnerships • Coty Fragrance (Paris) / Lady Gaga FAME launch and Nokia (London) • Johnson & Johnson, Schottenstein Group (Steuben Glass, DSW), and McDonald’s client partnerships (New York).

  • Group Account Director

    2006 - 2009

    I led businesses for the following clients: Tory Burch, Thompson Hotels, Michael Kors, Judith Leiber, Club Monaco, Circa. • Responsible for new business efforts, both growing current client business and seeking new opportunities. • Managed a team of 5 that included account executives and creative studio members.

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