James Carrick Email & Phone Number

Kansas City, Missouri, Us

• Own and operate multiple lakefront vacation rentals• Manage all aspects of the company operations including research, investment, management, property improvements, and client relations.

Madison, Wisconsin, Us

➤ Led and mentored a department of 20 instructional design professionals to develop effective financial services training.➤ Led and oversaw the meetings department, focusing on site selection and onsite management of 60+ programs per year.➤ Implemented employee engagement strategy to significantly increase production, retention, and employee satisfaction.➤ Increased training budget by 170% to $9M while growing national certification portfolio from 2 to 14 programs.➤ Developed an industry-wide executive leadership training program to develop efficiencies and support revenue growth.➤ Led 300 webinars/online courses annually along with compensation, sales and service, and strategic planning products.➤ Developed, managed, and executed more than 60 in-person, virtual, and hybrid meetings annually for over 3,000 staff.➤ Grew team from 5 to 20 training specialists while developing direct reports professionally to achieve internal promotions.➤ Supported strategy teams and helped develop new products and find new delivery mediums for existing programs.➤ Developed an organization-wide content strategy including a build/buy/curate/partner model to maximize resources.➤ Led cross-functional teams to increase profitability, improve processes/workflows, and achieve exceptional results.➤ Created a number of successful partnerships in the credit union industry where new product lines were developed.➤ Actively served as a member of the association's Diversity, Equity, and Inclusion task force and implemented policies.➤ Created a compensation report portfolio, sales and service product line, and strategic planning and compliance products.➤ Delivered training on compliance, investments, lending, risk management, marketing, governance, and legal topics.➤ Managed strategic partnerships with outside vendors and 30+ industry partners for the complete training portfolio.

Madison, Wisconsin, Us

➤ Directed the training division for in-person and remote learning that focused on various financial services areas.➤ Provided associate and management training on finance, leadership, lending, and regulatory compliance.➤ Oversaw the sales and service training portfolio along with a large portfolio of the association's products and services.➤ Utilized broad scope of industry knowledge and dynamic business acumen toward directing training curriculum.➤ Built and sustained productive operations by establishing strong relationships with leadership and stakeholders.➤ Successfully developed numerous operations and training plans that directly resulted in increased revenue.➤ Coached employees to provide employee development, support retention efforts, and improve service delivery.➤ Advanced organizational core values and principles while expanding employee's company or industry knowledge base.➤ Attended and actively participated in vendor/client meetings, seminars, and other product knowledge opportunities.➤ Supported efforts to increase associates' product or service knowledge to attract or retain prospective or existing clients.

Madison, Wi, Us