Serving those who serve others in the financial and professional services industries. Developing relationships starts with building rapport, discovery, and having better conversations every day.

I develop and lead Corporate Talent Development and Change Management strategies, serving over 1800 employees regionally. ▪ I led the planning and implementation of a Mentor Program to include partnering sessions, brown bag lunch sessions, community service, and annual social events to support all employees. ▪ I successfully delivered employee development training for 200+ managers, resulting in improved dialogue between managers and direct reports, increased retention, and… Show more I develop and lead Corporate Talent Development and Change Management strategies, serving over 1800 employees regionally. ▪ I led the planning and implementation of a Mentor Program to include partnering sessions, brown bag lunch sessions, community service, and annual social events to support all employees. ▪ I successfully delivered employee development training for 200+ managers, resulting in improved dialogue between managers and direct reports, increased retention, and alignment with succession planning goals. ▪ I introduced StrengthsFinder 2.0 to the organization and led development of a workshop to increase focus on strengths-based coaching, resulting in improved employee engagement, employee performance, and productivity. Show less

I led blended learning deliverables and developed a talent management program for retail sales and leadership teams. ▪ I created and implemented a sales campaign that increased money market deposits by $100M. ▪ I was key in leading efforts to generate over 20 courses related to developing sales, leadership, coaching, and presentations skills. ▪ By introducing a sales management program to develop key leadership skills, the organization experienced improved behavioral results and… Show more I led blended learning deliverables and developed a talent management program for retail sales and leadership teams. ▪ I created and implemented a sales campaign that increased money market deposits by $100M. ▪ I was key in leading efforts to generate over 20 courses related to developing sales, leadership, coaching, and presentations skills. ▪ By introducing a sales management program to develop key leadership skills, the organization experienced improved behavioral results and customer satisfaction scores, as well as increased customer accounts, assets, and expanded partnerships. ▪ I worked to reduce the New Hire Training from 14 to 7 classroom days, resulting in a 50% decrease in onboarding expenses. ▪ I led the initiative to replace annual performance review meetings with regularly scheduled coaching conversations to improve the leadership culture. ▪ I organized and delivered a coaching skills curriculum for leadership, resulting in increased teambuilding, improved communication, and enhanced conflict resolution. ▪ I chartered the first A+ Toastmaster Club at Amegy Bank, which increased leadership development and communication skills training opportunities for staff. Show less

I led a team of performance consultants to provide sales coaching and skill development workshops for retail employees. ▪ I worked to develop and facilitate a Performance Sales Training to new and existing retail employees, increasing deposits exceeding $2 billion and retail checking customers with additional services by 85%. ▪ I was able to create a blended learning approach to introduce new credit card products followed by a focused 90-day campaign that included 2291… Show more I led a team of performance consultants to provide sales coaching and skill development workshops for retail employees. ▪ I worked to develop and facilitate a Performance Sales Training to new and existing retail employees, increasing deposits exceeding $2 billion and retail checking customers with additional services by 85%. ▪ I was able to create a blended learning approach to introduce new credit card products followed by a focused 90-day campaign that included 2291 applications with over $6 million in new credit lines. ▪ I led the initiative to improve customer relations by enhancing the new customer experience with a key 2x2x2 strategy. ▪ I introduced a Virtual Amegy Sales Launch events to promote new products and services to all bank employees, which improved adoption and utilization. Show less

I provided sales coaching and skill development workshops for retail employees. ▪ I was instrumental in the preparation and implementation of Zions Bancorp merger and conversion of systems through the delivery of companywide training for senior management, bank staff, and front-line managers. ▪ I was able to develop and organize sales campaigns to promote branding and product recognition, which improved visibility and market growth. ▪ I also hosted bi-weekly conference calls… Show more I provided sales coaching and skill development workshops for retail employees. ▪ I was instrumental in the preparation and implementation of Zions Bancorp merger and conversion of systems through the delivery of companywide training for senior management, bank staff, and front-line managers. ▪ I was able to develop and organize sales campaigns to promote branding and product recognition, which improved visibility and market growth. ▪ I also hosted bi-weekly conference calls, leveraging WebEx technology, to increase product knowledge, skill development, and success stories within Community Bank Partners. Show less