• Analyzed training project requests to determine that training was the solution to the business issues.• Developed relationships with business partners for effective communication through meetings, emails, and updates to ensure all members of the team were aware of each step of the projects, their roles and responsibilities, the next steps, the timelines, challenges, and celebrations. • Developed engaging, interactive training materials for online and classroom trainings using Microsoft Word and PowerPoint, Articulate, Camtasia, SnagIt, Captivate, and Adobe Illustrator and Photoshop.• Reviewed training materials designed by other Instructional Designers to ensure all the requirements were met in the trainings and provided detailed, constructive feedback, which encouraged the designers, leading to improved staff skills and confidence.• Educated designers on instructional design methods that were successful and effectively predicted learner reactions to various design techniques. • Ensured team members were aware of project milestones, including timelines, tasks, and deadlines risks by leveraging project management skills

• Supported new hires by providing insight into the Schwab culture, awareness of skills and best practices to be successful in career paths, knowledge of the various roles at Schwab to consider for future goals, and the vision that being successful in their current role is possible if they use their resources. • Developed relationships and determined strengths and weaknesses of individuals in my classroom to provide awareness of the skills to become successful by utilizing what comes natural to them and recognizing their own strengths so that they can excel in whatever they are challenged with. • Worked with managers from teams to develop skill drills and team activities to support employees with topics they struggled with and educated on the importance of creating measurable learning objectives to help focus the purpose and measure for success. • Supported coworkers to help them succeed in their goals, learn the skills they need to successful, provided tools to help them become better in their roles, encouraged them to work hard and enjoy the process of learning and grow within their career.

• Assisted Active Investors by identifying opportunities, offered solutions to client’s challenges, provided valuable information about stocks, and answered trading questions.• Participated in a Career Building Opportunity with EServices and provided exceptional client experiences through chat, live help, and email with above average statistics. • Participated in the dedicated line for Berkshire Hathaway Class A shares in which I answered questions and processed trades. • Taught the New Hire Classes which educates new employees on various programs including Legacy, Client Central, ACE, OnDemand, StreetSmart Edge, WFM, IWIN and Schwab.com and provided the valuable information new employees would need as a Client Service Representative. • Taught Taxes and Cost Basis Classes which covered how taxes affect different accounts and trades, explained statements for taxes so Schwab Representatives could explain sections to clients, taught cost basis, wash sales, and educated representatives on how to use programs to find tax information. • Led On-the-Job Learning Classes for new employees, which helped and supported employees for taking calls from clients and providing excellent client service. • Participated in the Virtual Trading Events by answering questions regarding the content for each session. • Trainer for Foundations of Service classes that taught new hires how to positively interact with clients, how to keep the clients engaged while interacting, and how to ask questions to investigate and find proper solutions for clients.