Brent Crenshaw Email & Phone Number

Florida, United States

St Petersburg, Florida, United States

• Collaborate with various subject matter experts (SMEs) both inside and outside of Supervision to design and develop annual Continuing Education (CE) modules for approximately 4,000 principally licensed branch and operations managers, financial advisors and home office leaders and associates.• Design and develop curriculum and facilitate various instructor-led sessions on topics, including Supervision Roles and Responsibilities and RJF Branch Experience, for all Supervision new hires to provide overview of Raymond James’ and department organizational structure and key functions. • Design, develop and produce technical training documentation for designated Supervision teams related to firm-wide systems and application rollouts and / or policy updates, including Supervisory Center, Prudent Process and Regulation Best Interest (Reg BI).• Created and implemented Supervision standards and models for our escalations and exceptions processes to ensure consistency among our Centers of Expertise (COE) and divisional management teams.• Partner and collaborate with our PCG Compliance, PCG Education and Supervision divisional teams to develop documentation for new branch and operations managers that focuses on key responsibilities related to policy, firm and regulatory requirements.

• Designed, developed, implemented and facilitated instructor-led sessions for branch and home office associates to enhance knowledge on applications such as Client Onboarding and Maintenance (COB), Check Deposit and Expense Manager. • Identified efficiencies for our various systems and applications to effectively educate branch and home office associates on their features and functionality.• Lead onsite branch visits and virtual training sessions for various RJA branch professionals to enhance their knowledge of our systems and applications.• Collaborated with Branch Associate Development team colleagues to create agendas and lead various technical and non-technical sessions for various RJA and RJFS branch professional conferences throughout the year.• Redesigned and revamped the Client Center and Reports Center presentations for branch professional conferences and other education sessions to focus on hands-on learning and application.

• Managed 25 Financial Advisors and Sales Assistants as the lead trainer in the Atlanta branch during the five-week conversion process as the acquired US Private Client Services unit of Deutsche Asset and Wealth Management became Alex. Brown - A Division of Raymond James. • Designed, developed and provided materials, including student guides, recorded just-in-time (JIT) training modules and job aids, for various training and education initiatives to better educate Compliance associates.• Designed, developed, implemented and facilitated education sessions for Compliance Leadership Development and Emerging Leaders programs.• Facilitated department new hire training sessions on a monthly basis, including information on RJA and RJFS affiliation, proper note taking, systems overview, etc.• Conducted a survey for all Compliance leaders and associates to better identify our strengths and areas for improvement and clearly focus training and education initiatives based on these results. • Facilitated training sessions for various department and firm projects, including Operations Readiness and Call Quality, to increase associate knowledge and allow them to effectively use and promote the information on a day-to-day basis.• Maintained client focus and built effective relationships with counterparts in Southfield and Memphis through various training deliverables, including Service Recovery and Excel Basics, to effectively meet associate needs at the tri-site level.• Collaborated with leaders and associates from multiple departments during the development and execution of training plans and projects for the Operations Readiness Memphis conversion. Developed and delivered multiple training pieces, including train-the-trainer sessions, training guides and job aids, for this initiative.

Largo, Fl

- Leadership Coaching- Public Speaking and Presentation Training- Media Training

Implemented and led company’s first comprehensive Leadership Development Program.Promoted consistent messages with all levels of company leadership through delivery of quarterly leader-only courses. Leaders identified in course discussions a noticeable increase in creativity and accountability and a focus on servant leadership throughout the company. Continued to enforce leadership accountability with course follow-up / on-the-job assignments where results were reviewed at the end of each quarter. Assigned leaders to different class and follow-up / on-the-job groups each quarter to promote more teaming and a less “siloed” company. Leadership class attendance and group assignment completion reached between 85-90%. Received program endorsements from company executives, including our CEO, through formal feedback and idea-sharing meetings and e-mail messages to ensure program success.Improved production employees’ teaming and collaboration skills as part of the company’s operational philosophy by conducting multiple instructor-led sessions on a weekly basis. Improved production employees’ ability to consistently and correctly conduct their work duties by creating detailed work instructions, job aids and other educational materials. Led new production employee orientation sessions to provide a thorough company overview to all new hires on their first day of employment. Consulted with Press production leadership annually to develop a formal employee professional development plan that improved both individual and departmental communication and teaming skills.Ensured fairness with the company’s Progression compensation program by creating test preparation tips, writing test questions and assisting with hands-on testing. Tests were administered in a consistent manner in each production family. Coached and developed leaders and employees to reduce work-related concerns and conflicts. Followed up to ensure successful conflict management.

Consulted with subject matter experts to create Anti-Money Laundering modules to ensure over 1,000 Financial Advisors met annual SEC and NASD licensing and regulation requirements.Assisted Financial Advisors in their understanding of various applications to better provide services and solutions to clients by creating web-based training (WBT) educational modules.Coordinated and facilitated monthly e-Forums to provide Financial Advisors with an opportunity to participate in open question and answer sessions in order to more effectively market and sell products and services to their clients. Designed and provided materials, including simulations, study guides and quick reference guides, for various programs and applications to better educate Home Office associates on product features and benefits. Helped improved client and branch services and satisfaction. Assisted corporate trainers with instructor-led delivery by designing and creating facilitator guides to allow for effective knowledge transfer to Home Office and branch associates.

Designed, created and published reference guides, brochures, newsletters, CDs and ad slicks to promote products for Financial Advisors and potential clients.Created and published articles for Customer Operations Intranet to keep Home Office employees informed of business news.Conducted training sessions for new Financial Advisors to provide information on departmental products and services. Followed up with Financial Advisors the following month to answer questions and ensure understanding. Hired 15 interns each summer to assist with departmental workload.Coordinated various department / firm events to promote morale and camaraderie.Presented marketing materials at designated events to promote products and services and to determine marketing strategies based on Financial Advisor feedback.