Leadership Development: Led initiatives to develop leadership capabilities through custom training programs and blended learning strategies, including digital and virtual-first approaches, for management across various levels.Program Design & Management: Created scalable, impactful learning content utilizing Articulate 360, Captivate, and Vyond Animation, with a focus on adaptability for remote-first teams.Change Management & Implementation: Directed change management efforts on training initiatives impacting thousands of employees, ensuring smooth transitions and alignment with regulatory requirements.Cross-Functional Collaboration: Partnered with stakeholders organization-wide to identify training needs, curate curriculum, and deliver high-impact programs. Advised cross-departmental teams on best practices in learning strategies.Metrics-Driven Evaluation: Conducted ongoing needs assessments to enhance program offerings, continuously refining programs based on performance data and feedback to ensure relevancy and maximize ROI.Strategic Oversight & Transformation: Led the transformation of learning programs with a focus on aligning training with strategic business goals. Conducted needs assessments and implemented programs that enhanced individual and team performance.Stakeholder Engagement: Advise with senior leadership across departments to ensure learning initiatives met critical business objectives. Consulted with cross-functional teams to develop and execute impactful learning strategies.Program Management: Manage end-to-end learning solutions for leadership and professional development, from design to delivery, using tools such as Articulate 360, Captivate, and LMS platforms, ensuring alignment with COO and company-wide goals.

Learning Solutions & Facilitation: Designed and delivered a comprehensive set of training programs using a blended approach for remote and in-person learning environments. Supported wholesale mortgage teams with tailored onboarding and professional development content.Stakeholder Engagement: Collaborated closely with leadership and business partners to convert business requirements into engaging, high-quality learning materials that met the needs of a rapidly changing workforce.Instructional & Multimedia Design: Utilized multimedia design expertise to develop videos, infographics, and simulations, enhancing the learning experience and increasing program engagement. Designs and creates enticing motion graphics for video deliverables (corporate learning videos, communications videos, eLearning, demos, etc.). (Articulate 360, Adobe Captivate, Adobe Design Suite, and Camtasia). Design content, including measurable learning objectives, leaders and participant materials and tools, experiential scenarios and simulations, assessments, and evaluation questions.Cross-Functional Learning Strategy: Designed and executed training programs tailored to support high-performing teams in a regulated financial environment, aligning program goals with the company’s strategic priorities.Executive-Level Collaboration: Worked closely with executives to convert complex business requirements into effective learning programs, including onboarding, role-based training, and leadership development.Data Analysis & Impact Measurement: Analyzed training performance metrics to inform continuous improvements, increasing learner engagement by 20% through data-informed adjustments.

High-Impact Training Development: Designed and managed large-scale training initiatives for financial, commercial, and government clients, focusing on creating a measurable impact and fostering behavioral change.Change Management & Implementation: Drove adoption of new learning programs during multiple system implementations, impacting over 3,000 employees, with a focus on seamless transition and continuous improvement.Learning Content Creation: Developed instructor-led, virtual-led, and self-paced training, including graphics and animations, to meet a range of learning styles and objectives.Learning Solutions in Regulated Environments: Managed large-scale training projects for diverse clients in financial, commercial, and governmental sectors, focusing on compliance, operational efficiency, and performance enhancement.Program Development & Evaluation: Designed a broad range of training materials, from eLearning modules to instructor-led courses, measuring success through key performance indicators and client feedback.

Leadership Development Program Design: Oversaw instructional design and content development for leadership training, focusing on aligning learning objectives with business strategies in a high-stakes, regulated environment.Program Management & Coordination: Developed scalable programs with minimal supervision, consistently meeting client requirements while managing budgets and timelines.Executive Reporting & Presentation

Customized Training Programs: Developed customized leadership and professional development programs for small and mid-sized businesses, focusing on competency building and talent management.Project Management: Utilized project management skills to track and deliver training solutions, ensuring projects met client objectives and exceeded quality expectations.Tailored Learning Solutions: Consulted for clients to design and implement custom learning and HR solutions, with a strong focus on talent management and employee engagement.Budget & Resource Management: Managed budgets and project resources to deliver on time and within scope, ensuring effective allocation of financial and human resources.

Banking and Financial Experience: Managed the process of providing personalized banking for wealthy, high-profile clients. Delivered employees information about policies, job duties, working conditions, wages, and opportunities for promotion and employee benefits. Built action plans based on client objectives and tracked team performance utilizing multiple databases. Delivered employees information about policies, job duties, working conditions, wages, and opportunities for promotion and employee benefits. Advised teams on compensation matters, conducting research and analysis to resolve compensation discrepancies. Leadership and Operations Management: Directed the operations of a high-performing banking center, managing personalized financial services for high-net-worth clients.Client Relationship and Strategy Development: Collaborated with financial advisors to design and execute business strategies, aligning services with client needs and organizational objectives.Training and Development: Led training and onboarding for banking center associates, focusing on policy adherence, customer service excellence, and professional development. Developed and implemented training initiatives for employees, driving compliance with state and federal regulations while enhancing overall team capabilities.Resource Management: Managed budgets, conducted audits, and forecasted resource needs to optimize operational efficiency and maintain regulatory compliance.Team Building and Coaching: Fostered a team culture of collaboration and high performance, consistently exceeding client satisfaction and financial center goals. Teamed with financial advisers to implement business strategies, analyzed clients’ needs, and provided appropriate guidance.