Brian Heinrich Email & Phone Number

Raleigh, North Carolina, Us

At AdvisorEngine, I spearheaded the development of innovative and engaging instructional content to support Advisors, RIAs, and Clients of AdvisorEngine both internal and external tasked with training the AE wealth management CRM and Portfolio management software. Leveraging a variety of e-learning tools such as Articulate Rise, Adobe Captivate, and Camtasia, I created micro-learning modules, interactive simulations, and dynamic video tutorials.Key accomplishments:- Designed comprehensive onboarding programs and self-paced learning modules.- Collaborated with internal teams to align training content with company standards.- Developed scenario-based learning experiences and knowledge checks.- Established a streamlined content development process using the ADDIE model.- Provided ongoing LMS support and created 'How-To' documentation.My work significantly enhanced AdvisorEngine's training programs, delivering high-quality, learner-centered educational experiences.

Redondo Beach, Ca, Us

▪ Partnered, consulted, and collaborated with CEO to develop and successfully launch a comprehensive online curriculum for paying members and COO professionals within the Financial Services and RIA Industry▪ Designed, implemented, and managed the delivery of over 150 engaging micro-learnings, interactive video trainings, and various multi-media learning content using Articulate 360 Rise, Vyond, and various Adobe development tools▪ Directed and managed the Litmos LMS implementation of all COO Learning content while providing support, troubleshooting, and reporting user data analysis to the CEO▪ Created and established COO Society brand standards, marketing materials, content storyboards promotional video design, animations, audio and video clips for Social Media outlets, as well as establishing design standards and template documents

Oakland, California, Us

• Managed job-specific digital learning curriculum development, maintenance, delivery, and evaluation within the national claim organization• Partnered and consulted with senior leadership to implement annual digital learning strategies that impacted both new hire and existing employee development and performance metrics• Planned and led weekly digital learning team meetings prioritizing tasks to meet and exceed multiple project timelines and customer expectations• Designed templates and standards for a national ‘Ask the Trainer’ video series that was acknowledged and credited for taking the digital learning to a new level• Facilitated and developed blended instructor-led training focused on increasing production and financial accuracy standards for both virtual and classroom audiences

Oakland, California, Us

Leveraged extensive knowledge of the healthcare industry, claim processes and systems to research high dollar paid claims utilizing contractual agreements to minimize payment errors and provider appeals

Researched, analyzed, and logged lease and title information, operating agreements, contracts, pooling agreements, and other documents concerning the oil and gas industry in Colorado

Greenwood Village, Co, Us

Managed training projects through development, design, and review process delivering quality and on-time results using both Computer Based and Instructor Led Training designed solutions

Oakland, California, Us

- Worked with core IT, Sales, and HR executives to create Computer Based Training (CBT) and Instructor Led Training (ILT) courses for both internal and external audiences for the launch of a new online web-tool- Designed multiple webinar and self-paced module templates specific for a technical audience

Bloomfield, Ct, Us

- Developed simulation training projects that increased both claim and customer service representatives productivity as the lead designer for Captivate and Flash- Researched and implemented new Web technologies and educational techniques that better aligned with new business objectives and training goals

Winnipeg, Mb, Ca

Managed all departmental branding, template design standards, communication collateral, graphics, and multi-media materials as the lead Project Manager and Designer in the Training team

Winnipeg, Mb, Ca

Strengthened abilities to be analytical and detail oriented

Winnipeg, Mb, Ca

Developed as a professional and provided solid customer service

Winnipeg, Mb, Ca

Learned time management and organizational skills