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Lisa DeCarlo
Co-founder Extraordinary Women on Boards, CEO, Board member, Consultant, Catalyst for Change
Professional Background
Lisa DeCarlo is a dynamic and accomplished professional whose career focuses on empowering individuals and organizations to realize their fullest potential. With a portfolio career that encompasses a variety of leadership roles, previously including executive management positions in major financial institutions and entrepreneurial ventures, Lisa has made a significant impact across multiple sectors, particularly in driving change and fostering innovation. Her mantra is simple yet powerful: 'Nothing happens without movement. Just Go!'
From her early days in corporate finance to her role as a strategic cartographer for career transitions, Lisa's journey is marked by her commitment to helping others navigate their paths. Notably, she served as the Chief Creative Officer at The Decade Game, where she harnessed her creativity and strategic insight to stimulate growth and fulfillment for others. Her work as the CEO and Founder of Just Go LLC stands as a testament to her passion for inspiring action and progress, offering guidance to those striving to live an EPIC life as they define it.
In addition to her entrepreneurial efforts, Lisa has gained experience as a faculty member in the Executive Farm Management Program at North Carolina State University's Poole College of Management. Her contributions to education highlight her commitment to sharing knowledge and empowering others with the skills needed to succeed in an evolving workforce.
Through her roles, including significant leadership positions at Wells Fargo, Lisa has demonstrated an exceptional capacity for strategic planning and operational excellence, which has consistently brought about transformative results. As former Managing Director at Wells Fargo, she significantly contributed to the development of the organization's wholesale talent and API Gateway, underscoring her ability to integrate technology and strategic growth.
Education and Achievements
Lisa DeCarlo's educational foundation plays a pivotal role in her career achievements. She began her academic journey by obtaining a Bachelor of Science (B.S.) in Marketing from Clemson University, which equipped her with essential skills in market analysis, strategic thinking, and communication. Further enhancing her expertise, Lisa pursued certification in Artificial Intelligence: Implications for Business Strategy at the MIT Sloan School of Management, positioning her at the forefront of emerging trends in business and technology. This unique combination of academic credentials enables her to provide insightful guidance in a rapidly changing landscape.
Beyond her formal education, Lisa's professional journey is punctuated by her numerous achievements in various organizations. As a former board member of Doran Jones Inc., a Maclaren Company, and as Co-Founder of Extraordinary Women on Boards (EWOB), she has played a critical role in advocating for and empowering women in leadership and decision-making roles. Her dedication to nurturing talent and fostering diversity has made a lasting impact on the organizations she has been part of, reinforcing her belief in the potential of diverse voices in shaping the future.
Lisa's prior experience includes high-level positions at leading firms such as Banc of America Securities, GE Capital Mortgage Corporation, and Fannie Mae. In these roles, she applied her strategic insight and operational acumen to enhance organizational capabilities and foster significant growth.
Achievements
Throughout her illustrious career, Lisa DeCarlo has amassed a series of notable achievements that speak to her leadership, innovation, and commitment to excellence. Among them:
- Innovative Leadership in Financial Services: As a former Managing Director and Chief Operating Officer at Wells Fargo, Lisa's contributions streamlined operations and enhanced efficiencies while training future leaders in the banking and finance sectors.
- Pioneering Contributions to Board Diversity: Co-founding Extraordinary Women on Boards (EWOB) reflects her dedication to creating more inclusive leadership in corporate governance.
- Transformational Executive Coaching: Through her work with Just Go LLC, Lisa has guided numerous individuals through career transitions, equipping them with the tools and frameworks necessary to navigate challenges successfully.
- Educational Engagement: Serving as faculty for the Executive Farm Management Program has allowed her to impart knowledge and skills to emerging leaders in agriculture and business, promoting growth and sustainability in these fields.
- Recognized as a Thought Leader: With her extensive background in consulting and operations, Lisa has become a sought-after speaker and expert on topics ranging from strategic business planning and digital transformation to leadership development and women's empowerment.
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Keywords and Tagging
- Strategic Cartographer
- Executive Leadership
- Career Transition Coach
- Women in Leadership
- EPIC Life Advocate
- Corporate Governance
- Business Strategy
- Educational Leadership
- Transformational Leadership
- Financial Services Executive
- Start-up Founder
- Consulting Expert
- Operational Excellence
- Diversity and Inclusion Advocate
- Innovation in Business
- Talent Development
- Growth Mindset Advocate
- Entrepreneurial Leadership
- Board Membership
- Strategic Planning
- Future of Work Advocate
questions
How did Lisa DeCarlo develop her passion for empowering others to live an EPIC life?
What strategies does Lisa DeCarlo employ as a strategic cartographer to help individuals achieve their potential?
How did Lisa's education at MIT Sloan School of Management shape her approach to business strategy?
In what ways has Lisa DeCarlo influenced women in leadership roles through her work with Extraordinary Women on Boards (EWOB)?
What key experiences shaped Lisa DeCarlo's career in financial services and executive leadership?
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Clay is a relationship management platform that serves as a personal CRM, helping you organize and deepen both personal and professional relationships. It functions as a beautiful rolodex and CRM available on iPhone, Mac, Windows, and web, built automatically to help manage your network efficiently. Unlike traditional address books, Clay centralizes all your contacts in one place while enriching them with additional context and features to help you stay thoughtful and connected.
Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
Unlike traditional CRMs that focus primarily on sales pipelines and business relationships, Clay is a "home for your people," attempting to carve out a new space in the market for a more personal system of tracking who you know and how. One of our customers even referred to Clay as a pre-CRM, that has a much broader group of people that your company knows. Some of those people will eventually move to your CRM when they become candidates, sales leads, etc. Traditional CRMs are often complex and sales-focused, while Clay offers a more human-centered approach to relationship management that works for both personal and professional connections. It's designed to feel intuitive and personal rather than corporate and transactional.
Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay makes it much easier to stay in touch with the people you care about. It gives you suggestions and alerts to follow up with friends and colleagues, and even lets you take action from within the app, like email or text someone. Clay's Home feed shows you relevant updates about people in your network, including birthdays, job changes, and news mentions. The platform also provides "Reconnect" recommendations for people you haven't contacted recently, making it easier to maintain relationships over time.
Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
Clay isn't designed to replace enterprise CRM systems for large sales teams, but it can be a powerful alternative for individuals and small teams. Many people use Clay instead of Salesforce, Hubspot, and Pipedrive. Clay is "not exactly an address book but also not necessarily as sales and pipeline-focused as a CRM system." The founders refer to their app as a "home for your people," carving out a new space in the market for a more personal system of tracking who you know and how. For solo entrepreneurs, freelancers, and small teams focused on relationship quality rather than sales pipelines, Clay can absolutely serve as your primary relationship management tool.
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Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
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