Lisa Lamarr
Smithsburg,MD
Summary
Dedicated professional with strong experience in executive support, project management, client relations and improving organizational operations. Proven expertise in managing high-level executive functions, including calendar coordination, travel management, meeting logistics, and communication between internal and external stakeholders. Adept at handling sensitive and confidential information with discretion, ensuring compliance with industry standards and regulations. Well-versed in preparing reports, presentations, and documentation, and coordinating complex logistics for high-stakes meetings and events. Demonstrated ability to optimize operational efficiency, oversee budget management, and maintain strong relationships with senior leadership and board members. Possess strong interpersonal skills, coupled with the ability to prioritize competing demands, ensure the smooth functioning of executive operations, and provide exceptional customer service.
Overview
2027
2027
years of professional experience
1
1
Certification
Work History
Personal Assistant
Amy and Craig Longcor
Smithsburg, MD
07.2025 - Current
- Research and organize travel arrangements, ensuring cost-effective options.
- Coordinate scheduling and calendar management for meetings and appointments.
- Manage correspondence, filtering emails, calls, and messages for priority attention.
- Maintain confidential information with high standards of integrity and professionalism.
- Provide multifaceted services to employers by running errands, managing mail, scheduling appointments, and arranging transportation.
- Keep detailed track of household and maintenance inventory and schedules.
- Provide research assistance on various projects, leading to informed decisions based on accurate information.
- Managed complex moving logistics for employers from their 150,000 acre farm to their current residence in Smithsburg, MD.
Sr. Executive Assistant to President/CEO & Board Liaison
SECU of Maryland
Linthicum, MD
12.2015 - 03.2025
- Coordinated and maintained the President/CEO’s calendar and his direct reports by scheduling meetings, appointments, and managing all aspects of travel, including flight bookings, hotel accommodations, transportation, and itineraries. Served as the primary point of contact for internal and external communications for the President/CEO, screening and directing inquiries as appropriate. Planned and prepared for board meetings, executive meetings, and other significant gatherings, including preparing agendas, presentations, and recording minutes.
- Linthicum, MD
- Key Contributions:
- Coordinated the demanding schedules of the CEO and other senior executives, ensuring all meetings, appointments, and events were meticulously planned and executed.
- Handled sensitive information with discretion and maintained confidentiality, building trust and fostering a secure environment.
- Managed and optimized executive department’s budget, overseeing/approving expense reports for senior staff and board directors.
- Organized and planned annual gala event for the credit union as well as other corporate events.
- Managed all Board and Committee meeting logistics, event invitations, updates and other important communications between the Board and SECU executives and other team members.
- Coordinated new Board member orientation and onboarding and supported Board engagement strategy.
Executive Assistant / Client Service Associate
The Washington Group
Bethesda, MD And Washington, DC
09.2008 - 11.2015
- Coordinated appointments, meetings, and consultations between clients and 8 financial advisors. Assisted in the preparation of client reports, financial statements, and investment documents, ensuring accuracy and timely delivery. Built and maintained strong relationships with clients by ensuring exceptional customer service and addressing any issues or concerns promptly. Provided administrative support to financial advisors, including scheduling, client follow-up, and managing office operations.
- High net wealth financial management advisory group that transitioned from Morgan Stanley Smith Barney to UBS Private Wealth Management
- Key Contributions:
- Maximized advisors time efficiency by orchestrating complex travel logistics and appointments.
- Handled sensitive matters with discretion by screening telephone calls and addressing issues requiring professional judgment and confidentiality.
- Ensured all licensing and continuing education requirements were met by each advisor.
Manager of Executive Operations
Epilepsy Foundation
Landover, MD
01.1998 - 01.2008
- Delivered primary support to the President and CEO, ensuring seamless coordination of executive operations. Acted as the liaison between operational departments, senior staff, board of directors and volunteers, ensuring clear communication and effective collaboration. Handled highly confidential and sensitive information with discretion, ensuring integrity and security. Managed logistics for all meetings related to the board of directors, ensuring smooth coordination and efficient use of time.
- Landover, MD
- Key Contributions:
- Achieved compliance with the Better Business Bureau Wise Giving Alliance and National Health Council’s guidelines by overseeing the execution of their standards.
- Maintained detailed records for future reference by accurately recording minutes for board of directors and various committee meetings.
- Aligned policy amendments, position statements, and resolutions with organizational goals and standards by reviewing and drafting relevant documents.
- Delivered clear and relevant materials and presentations for conferences and high-level meetings to ensure effective communication.
Executive Assistant/Paralegal – Legal & Government Affairs Department
- Delivered primary support to the Corporate Counsel. Administered the estates and trusts program, developing and maintaining a computerized tracking system to manage estate records and prepare reports for legacy fund estimations and budget preparations. Ensured the correct use of trademark symbols on all relevant materials, maintaining compliance with intellectual property standards.
- Key Contributions:
- Ensured legal compliance and clarity by supporting corporate counsel in producing and reviewing all legal documents, including contracts, memoranda, letters and policy proposals.
- Safeguarded sensitive information and facilitated easy access to legal documentation by developing and maintaining a secure, up-to-date filing system.
Education
Bachelor of Science - Paralegal Studies
University of Maryland Global Campus
College Park, MDAssociate of Arts - Paralegal Studies with High Honors
Prince George's Community College
Largo, MDSkills
- Executive Leadership Support
- Calendar & Schedule Management
- Board Liaison & Executive Communication
- Handling Sensitive Information with Integrity
- Budget Development & Financial Oversight
- Efficient Meeting & Event Planning
- Document Preparation & Review
- Project Management & Coordination
- Comprehensive Travel Coordination
- Cross-Functional Team Collaboration
- Presentation Creation & Delivery
- Policy Review & Compliance
- Proficiency in Microsoft Office Suite, Concur, SharePoint, Asana, Diligent and various virtual collaboration tools
Certification
Paralegal Certificate – Prince George's Community College, Largo, MD
Timeline
Personal Assistant
Amy and Craig Longcor
07.2025 - Current
Sr. Executive Assistant to President/CEO & Board Liaison
SECU of Maryland
12.2015 - 03.2025
Executive Assistant / Client Service Associate
The Washington Group
09.2008 - 11.2015
Manager of Executive Operations
Epilepsy Foundation
01.1998 - 01.2008
Executive Assistant/Paralegal – Legal & Government Affairs Department
Bachelor of Science - Paralegal Studies
University of Maryland Global Campus
Associate of Arts - Paralegal Studies with High Honors
Prince George's Community College
Additional Experience
- Accounting Clerk, Department of Physical Plant – University of Maryland, College Park, MD
- Senior Paralegal – Robert A. Ades & Associates, P.C., Landover, MD