Candra Sweat Email & Phone Number
@bernstein.com
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Who is Candra Sweat? Overview
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Candra Sweat is listed as AVP, Talent Success Coach | Self-leadership Coach & Everyday Executive at Bernstein Private Wealth Management, a with 676 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at bernstein.com and a matched LinkedIn profile for Candra Sweat.
Candra Sweat previously worked as Assistant Vice President, Talent Success Coach at Bernstein Private Wealth Management and Assistant Vice President, Personal Brand and Business Development at Bernstein Private Wealth Management. Candra Sweat holds Master Of Science - Ms, Leadership And Organizational Development from Naveen Jindal School Of Management, Ut Dallas.
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About Candra Sweat
I’m a learning, talent, and professional development professional with a background of partnering with individuals and organizations to increase employee engagement, D&I, retention, and company culture through learning and professional development. I specialize in creating and facilitating professional and leadership development programming, curriculum, events, webinars, and conferences as well as ERG strategy and support.Notable Clients: Ernst & Young, AT&T, American Airlines, Federal Reserve Bank of Dallas, GM, BB&T, Hilti, Hayes & Boon, DFW Urban League of Young Professionals, All-State, McAfee, and JCPenney Learn more about my signature training, Everyday Leaders, a workshop that teaches leadership skills that can be leveraged in everyday roles at EverydayExecutive.org
Listed skills include Microsoft Office, Customer Service, Training, Public Speaking, and 21 others.
Candra Sweat's current company
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Candra Sweat work experience
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Assistant Vice President, Personal Brand And Business Development
- Partner with new advisors in training on their personal brand and business development through 1-1 coaching and targeted group sessions- Build BBD partnership with rising internal talent (NEXT) and manage ongoing engagements with newer advisors- Support and lead ongoing internal workshops, group coaching sessions, and masterclasses for advisors, teams, and other specialty groups on personal branding, practice management, technology, and marketing - Collaborate with marketing partners to ensure advisors’ brand messaging is at the core of their individual marketing strategy- Identify opportunities for improvement and development for all advisor programming, and collaborate with BBD leaders to knowledge share and elevate best practices
Founder
CurrentI help people troubleshoot their obstacles to self-empowerment!Partners with individuals and organizations to increase employee engagement, D&I, retention, and company culture through professional development. Creates and facilitates professional and leadership development programming, curriculum, events, webinars, and conferences. Learning, Talent & Professional Development Highlights:Professional Development Programming & Curriculum Developmento Developed “Everyday Leaders Workshop” that teaches leadership skills that can be leveraged in everyday roleso Developed virtual youth leadership development curriculum for the University of North Texas Dallas Rising Blazers Program including facilitator guides o Leadership Development Conference planning for 200+ attendees. Coordinated 7 hours of programming, keynote luncheon, and breakout sessionsFacilitationo Create and facilitate custom workshops, keynotes, and webinars on professional development topics including mindset, emotional intelligence, power skills, self-awareness, executive presence, and professional branding. Notable topics: * Expand through Broadband: Continuing to Network and find new Opportunities in a Virtual Setting * Work From Home Like a Pro * Charting Your Skillso Curate DE&I focused events, panel discussions, networking, and mentoring. Notable topics: * Redefining executive presence: Leveraging your Presence to Inspire Confidence (panel discussion) * Corporate Hair - Where Authenticity Meets Executive Presence (panel discussion)Employee Resource Group (ERG) Programming & Supporto Facilitated development sessions for DE&I and ERG leaders to foster cross-collaboration, tools to leverage ERG’s as strategic partnerships, and ensure alignment with company goals to increase/strengthen ERG supportCommunity & Corporate Partnershipso Planned and hosted professional development lunch and learns for ERG leaders (in partnership with Services of Hope)
Career Coach
Codeup is an immersive career accelerator that launches careers in Web Development and Data Science. As a member of the Professional Development team, my role is to transform our students into job-ready professionals through resume building, professional development workshops, and 1:1 coaching.Career Coach Highlights:Coachingo Leverages high EQ and interpersonal skills to build rapport with students in a virtual environment o Created a post-coaching session documentation process that provides high-level need to know information to key stakeholders while keeping confidential and sensitive information accessible to senior leadership onlyo Implemented the use of scheduling tools to increase access to 1:1 sessions resulting in a 20% increase in student-initiated coaching sessionso Work with post-grads who are deemed high risk to define career goals and create job search strategies to get them re-engagedProfessional Development Deliverables o Increased the submission of higher quality resume drafts by revamping presentation material and extending the time to allow for more hands-on work during the workshopo Crossed teamed with marketing to include tips for optimizing LinkedIn for networking, building relationships, and job searchingo Built a tracking system utilizing Google Sheets to increase transparency and provide leadership with a quick overview of each cohort as a whole as well as each individual student’s progresso Manage curriculum changes and development
Assistant Account Manager - Business Incentives And Tax Credits
Assisted on client accounts engaged in services for the Work Opportunity Tax Credit*Leveraged Excel daily to create and analyze compliance reports and provide clients with their weekly and monthly key performance index.*Proactively problem solved by analyzing compliance and payroll data to identify root causes and assisted with creating and implementing solutions.*Built and sustained client relationships at the location level through exceptional client service and interacted on a monthly basis with Tax and/or HR leaders. *Assisted with managing the economics of the engagement by monitoring time charged to client engagement codes for accuracy and identifying tasks that could be leveraged downward to lower ranks or outsourced to our India team.*Completed time forecasts to analyze if budgets were on track with the time needed to complete the project.
Professional Development Lead - Black Professionals Network
Volunteer role in addition to my daily job.*Professional Development and External Networking Committee Lead responsible for creating developmental and networking opportunities for the 300+ members of the EY Dallas Black Professionals Network. *Managed a team of 15 volunteers to create and implement professional development learning sessions and put on 4-6 events each fiscal year. *Chaired FY17 Annual Kickoff with over 200 attendees from EY and various clients. Worked directly with Sponsoring Partner to create a panel of prominent black CEOs from JCP, Beck Construction, and Goodman Networks. Built a team of advisors, volunteers, and brand marketing members to create agendas, market, and work the event. Managed event budget and leveraged personal relationships and network to cut costs. A highly successful event that was published by Diversity Inc.
United Way Employee Campaign Coordinator
Volunteer role in addition to my daily job.*Campaign coordinator over the EY Renaissance Tower location which housed over 600+ employees. *Worked directly with executive sponsor to communicate with and garner campaign support from building leadership. *Recruited, trained, and managed a team of 20+ volunteer ambassadors. Dividing the building between all ambassadors for personal follow up with potential donors and provided templates for email communication. *In the first year as coordinator donations more than doubled in amount and employee participation increased by 20%. *Coordinated kickoff and recognition events and promoted the campaign throughout the office through email communication and by attending and speaking at various department meetings. *Leveraged the campaign and my personal network to bring professional development and networking opportunities to high-level donors through the creation of an annual speed networking event where employee donors met with various EY Partners and Executive Directors.
United Way Workplace Campaign Co-Chair
Volunteer role in addition to my daily job.*Co-chair of million dollar campaign in which I worked with Chair Partner, the Office Managing Partner, United Way staff, and committee leads to organize the United Way campaign for over 2500 Dallas employees. *Attended strategy meetings to establish fundraising, participation goals, and campaign timelines. *Assisted in creating incentives for donors and finding creative ways to engage millennial staff and increase campaign participation. *Worked to increase employee involvement with United Way and drive participation at events while representing the firm and acting as a brand ambassador.
Business Relationship Support - Associate
Worked with EY employees on obtaining background materials required to initiate review of business relationships with third party vendors.*Built and maintained positive relationships with all vendors with the understanding that each one was a current or potential client.*Acted as Project Manager for all acquisition business relationships filtered through my department.*Identified and managed processes that could be outsourced to our India team for efficiency and cost-effectiveness.*Used analytical and project management methodology to work with multiple departments to execute projects.
Business Relationship Support - Administrative Intermediate
Worked with EY employees on obtaining background materials required to initiate the review of business relationships with third party vendors. Built and maintained positive relationships with all vendors with the understanding that each one was a current or potential client. Acted as Project Manager for all acquisition business relationships filtered through my department. Identified and managed processes that could be outsourced to our India team for efficiency and cost-effectiveness. Used analytical and project management methodology to work with multiple departments to execute projects.
Client Serving Associate - National Tax - Work Opportunity Tax Credit
Served as State Relations Representative under the Work Opportunity Tax Credit department reviewing letters from state agencies that approved or denied receipt of state benefits received by a client employee.*Performed quality assurance checks on state denial letters worked by our EY Bangalore office. *Worked to locate and provide required documentation to the state in order to receive certification of individual benefits that led to tax credits for our clients
Claims Operations
Received inbound calls to assist customers with setting up claims for dent repair, dispatched assignments to local technicians and performed follow up via calls and email to technicians and customers.*Assisted with many projects such as planning company events, preparing and shipping training documents and company paraphernalia for new technicians, and other various administrative tasks.*Recruited technicians to help our company fulfill claims in different states by referral or cold calling
Claims Adjuster
Auto claims adjuster responsible for handling claims from initial report until settlement.*Obtained recorded statements from parties involved, set up inspection of the damaged property, investigated coverage and loss details, and determined liability and settlement. *Achieved claims adjuster of the month for receiving “perfect 10” on all member service surveys for that month.
Claims Representative
Licensed entry-level auto claims adjuster and first point of contact in high volume call center*Verified accident facts, determine policy coverage and review insurance contracts.*Settled and handled all aspects of no-fault and clear liability claims and escalated disputed liability and bodily injury claims to the appropriate adjuster level.
Colleagues at Bernstein Private Wealth Management
Other employees you can reach at bernstein.com. View company contacts for 676 employees →
Vincent Diestro
Colleague at Bernstein Private Wealth ManagementNew York, United States
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John Mowrey
Colleague at Bernstein Private Wealth ManagementBoerne, Texas, United States
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Adam Geist
Colleague at Bernstein Private Wealth ManagementNashville, Tennessee, United States
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Erin Goldberg
Colleague at Bernstein Private Wealth ManagementNew York, United States
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Halley Love
Colleague at Bernstein Private Wealth ManagementNew York, United States
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Dan Pacella
Colleague at Bernstein Private Wealth ManagementMiami, Florida, United States
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Teddy Goetz
Colleague at Bernstein Private Wealth ManagementLos Angeles, California, United States
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Kelly Clements
Colleague at Bernstein Private Wealth ManagementNew York City Metropolitan Area, United States
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Eitan Pessah
Colleague at Bernstein Private Wealth ManagementChicago, Illinois, United States
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Kaitlyn Gardner
Colleague at Bernstein Private Wealth ManagementMillbrae, California, United States
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Candra Sweat education
Master Of Science - Ms, Leadership And Organizational Development
Bachelors Of Applied Arts And Sciences, General Studies
Associate Of Arts And Sciences - Aas, Marketing
High School
Frequently asked questions about Candra Sweat
Quick answers generated from the profile data available on this page.
What company does Candra Sweat work for?
Candra Sweat works for Bernstein Private Wealth Management.
What is Candra Sweat's role at Bernstein Private Wealth Management?
Candra Sweat is listed as AVP, Talent Success Coach | Self-leadership Coach & Everyday Executive at Bernstein Private Wealth Management.
What is Candra Sweat's email address?
AeroLeads has found 1 work email signal at @bernstein.com for Candra Sweat at Bernstein Private Wealth Management.
Where is Candra Sweat based?
Candra Sweat is based in Dallas, Texas, United States while working with Bernstein Private Wealth Management.
What companies has Candra Sweat worked for?
Candra Sweat has worked for Bernstein Private Wealth Management, Everyday Executive, Codeup, Ey, and Dent Zone, Inc.
Who are Candra Sweat's colleagues at Bernstein Private Wealth Management?
Candra Sweat's colleagues at Bernstein Private Wealth Management include Vincent Diestro, John Mowrey, Adam Geist, Erin Goldberg, and Halley Love.
How can I contact Candra Sweat?
You can use AeroLeads to view verified contact signals for Candra Sweat at Bernstein Private Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Candra Sweat attend?
Candra Sweat holds Master Of Science - Ms, Leadership And Organizational Development from Naveen Jindal School Of Management, Ut Dallas.
What skills is Candra Sweat known for?
Candra Sweat is listed with skills including Microsoft Office, Customer Service, Training, Public Speaking, Management, Employee Relations, Employee Engagement, and Microsoft Excel.
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