Dave Bierman Email & Phone Number

Cincinnati, Ohio, United States

Helping highly motivated Learning Consultants and Trainers transform opportunities into success.

Cincinnati, Ohio, United States

I create interaction-centric solutions by combining principles of education, training and development, cognitive psychology, experiential learning, educational sciences and neuroscience.

Williamsburg, Ohio

Plan, conduct, and administer programs that train employees and improve their skills and knowledge:• Design and create training manuals, online learning modules, and course materials• Create and manage project plans• Deliver training to employees using a variety of instructional techniques• Assess training needs through surveys, employee interviews, or consultations with managers• Monitor and evaluate training programs to ensure they are current and effective• Select and assign instructors or vendors to conduct training• Monitor costs, schedule classes, and coordinate enrollment

Williamsburg, Ohio

Plan and implement new business contracts for family-owned engineering firm that specializes in custom CNC parts and components.• Solicit new business, present offerings and negotiate contracts.• Plan, manage and communicate project milestones.• Implementing the company’s first ISO 9001 quality management system.

Covington, Kentucky

Managed and implemented changes to Fidelity-administered 401(k) defined contribution retirement plans:• Analyze plan documentation and gather benefits requirements.• Ensure clients' business objectives are defined clearly and that they are well understood and executed by the project team.• Oversee the implementation of project deliverables to all the defined contribution-based applications• Documents, coordinates, and monitors progress from kick-off through go-live.

Cincinnati Area, Ky

Engaged business partners and outside vendors to assess, recommend, and implement new solutions to improve performance and workforce capabilities.• Managed project teams that included up to 50 cross-functional stakeholders and subject manager experts. Implemented new programs to teach new products, services, software and financial planning tools. Created scope documents, managed project timelines, budget, and client expectations. • Designed a comprehensive implementation strategy for Fidelity’s first Registered Investment Adviser (RIA) business. Implemented a new model for engaging high net worth clients into private wealth management. Helped grow assets under management from $2 billion to $6 billion over 3 years.• Created a new method that utilized SaaS solutions to improve employee performance on the job. Collaborated with multiple business partners to design an on-demand manager/mentor program that reduced training costs by $10,000 per employee and improved sales performance by 12%. • Streamlined on-the-job development and coaching for 207 branches nationwide by replacing traditional training methods with higher-quality alternatives, such as point-in-time virtual training, peer-to-peer best practice sharing and field coaching activities. Reduced annual delivery costs by $400,000 and increased participation by 13%.

Boston, Ma And Covington Ky

Primary point of contact for national branch network, accounting for 75% of the firm’s retail sales. Implemented new products, software, and planning tools and helped double the sales staff population.• Shortened the company’s largest sales development program from 9 months to 6 months while maintaining the same level of proficiency. After implementation, new hires entered the workforce 20 business days sooner and added 32,000 hours of productivity to the firm each year.• Project-managed a nationwide initiative that redefined Fidelity’s sales strategy. Effort transformed 4,000+ client-facing associates into a relationship-based model that now serves as the current standard.

Covington, Ky

• Implemented new products and services for Fidelity’s institutional client business, including benefits and human resources administration, talent planning, payroll solutions, and full-service 403(b), 401(k), 457, and 401(a) retirement savings plans. Division services more than 20 million clients worldwide.• Project-managed several multimillion dollar implementations for Fidelity’s largest institutional clients, including three Bank of America acquisitions and Pactiv Defined Benefit Plan implementation.• Maintained an “Exceeds Expectations” performance rating during my 5 years in this role.