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.
• 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.
• 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.
• 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.

• 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.
• 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.
• 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.

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..

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.

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.