Technology Productivity Consultant
- Technology consultant with Field Technology Customer Success assigned to support a field Network Office.
- Drove technology training and adoption within the Network Office and its nine Districts, developing 154 fulltime Financial Representatives, 100 College Intern Representatives, and staff (~600 professionals).
- Led technology to achieve Network Office and corporate objectives and key results (OKRs) by leveraging corporate resources and collaboration with the Network Office leadership.
- Designed and delivered technology training for Financial Planning Academy covering Microsoft Dynamics CRM, Microsoft 365, Microsoft Power BI, Microsoft SharePoint, Slack, RingCentral, Zoom, and the full stack of.
- Greatly exceeded expectations for key initiatives, including Microsoft Dynamics CRM adoption, training and change management in migration from Personal Planning Analysis to Northwestern Mutual’s proprietary Planning.
- Provided technology consulting services for Financial Representative Teams. Led discovery of goals, objectives, workflows, and technology usage to identify and implement strategies to improve efficiency, employee and.
Jan 2020 - May 2022
