Jim Shaw
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Jim Shaw Email & Phone Number

Sr. Learning and Development Consultant at LPL Financial
Location: Charlotte, North Carolina, United States 15 work roles 2 schools
1 work email found @lpl.com 3 phones found area 704 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email j****@lpl.com
Direct phone (704) ***-****
LinkedIn Profile matched
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Current company
Role
Sr. Learning and Development Consultant
Location
Charlotte, North Carolina, United States
Company size

Who is Jim Shaw? Overview

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Quick answer

Jim Shaw is listed as Sr. Learning and Development Consultant at LPL Financial, a company with 14027 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 704, and a matched LinkedIn profile for Jim Shaw.

Jim Shaw previously worked as Sr. Learning & Development Consultant at Lpl Financial and Instructional Design Consultant at Croixstone Consulting. Jim Shaw holds Mba, Business from Montreat College.

Company email context

Email format at LPL Financial

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{first}.{last}@lpl.com
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AeroLeads found 1 current-domain work email signal for Jim Shaw. Compare company email patterns before reaching out.

Profile bio

About Jim Shaw

HIGH IMPACT INSTRUCTIONAL DESIGNER AND LEARNING LEADERLeverage customer service, travel, and financial services background to design, develop, and deliver highly effective learning solutions in fast-paced and changing environments.Experienced with multiple modes of training/learning using the ADDIE model, from needs analysis to evaluation, insuring each client receives the ideal solution. Proven track record of developing and delivering quality training across a spectrum of areas, including, airline customer service, corporate finance, and Human Resources. Programs include new hire orientation, products, processes, leadership, performance management, compliance, customer service, and other functional skills that enhanced organizational performance.EXPERIENCENeeds Analysis | Compliance | Client Management | LMS Management | Corporate Facilitator and Trainer | Web Course Design | ADDIE | Change Leader | Solutions for various size teams or company-wideSOFTWARE SKILLSCaptivate, Articulate 360 (Storyline & Rise), Camtasia, SnagIt, MS Office, SNAP!, Lectora,

Listed skills include Cross Functional Team Leadership and Training.

Current workplace

Jim Shaw's current company

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LPL Financial
Lpl Financial
Sr. Learning and Development Consultant
Charlotte, NC, US
Website
Employees
14027
AeroLeads page
15 roles · 36 years

Jim Shaw work experience

A career timeline built from the work history available for this profile.

Sr. Learning And Development Consultant

Charlotte, NC, US

Sr. Learning & Development Consultant

Current

Charlotte, North Carolina Area

Apr 2019 - Present

Instructional Design Consultant

Charlotte, North Carolina Area

Oct 2018 - Apr 2019

Instructional Designer

Aerotek, Contractor For Lpl Financial

Charlotte, North Carolina Area

Design and develop eLearning programs for employees and external clients primarily using Adobe Captivate 9, Articulate 360 (Storyline and Rise), and Camtasia.

Sep 2017 - Sep 2018

Instructional Design Consultant

Charlotte, North Carolina Area

Design and develop learning programs (ILT, VILT, web) for the Virtual Channels division.

Dec 2016 - Sep 2017

Instructional Designer, Contractor For Wells Fargo

Charlotte, NC

Develop a blended learning new hire curriculum for Financial Health team for Wells Fargo’s call centers.

Oct 2016 - Dec 2016

Instructional Designer, Contractor For Bank Of America

Charlotte, North Carolina Area

  • Instructional Designer and Facilitator Design, develop, and deliver training for Third Party Services at Bank of America.
  • Support Third Party Services training strategy by developing instructor-led training, virtual training and training videos.
  • Plan and execute two-day “boot camps” for new Vendor Managers, which includes planning, communications, catering, course development.
Jun 2015 - Jun 2016

Instructional Designer

Charlotte, North Carolina Area

  • Instructional Designer and Facilitator Design, develop, deliver, and update web-based and instructor-led training for company-wide programs as well as Human Resources and Finance.
  • Developed new hire orientation and new manager programs for Finance that were later adapted for company-wide use.
  • Created web-based courses for corporate-wide use to support new Human Resources system rollout.
  • Designed, developed new hire technical curriculum for the Finance organization.
  • Facilitated classes for both soft and technical skills
Dec 2010 - Feb 2015

Learning Manager

Charlotte, North Carolina Area

Head a team of two instructional designers and trainers. Created a learning strategy for the company. We designed, developed and delivered training. Created a way for employees to receive required training without having to travel, which led to significant savings for the company.

Feb 2010 - Oct 2010

Vice-President, Learning Manager Ii

Charlotte, North Carolina Area

  • Client consultant who provided learning solutions for Finance (3000 associates) and Supply Chain (300 associates) groups; developed training plans, conducted needs analysis and recommended solutions based upon the.
  • Increased associate satisfaction with training by 15% in Supply Chain,
  • Led training effort for new end-to-end Supply Chain contract management system; delivered on time and $50,000 under budget; initial satisfaction score of 4.8 out of 5
  • Developed scorecard to track major projects, budget, training satisfaction, program usage; provided executives with quick view of training
  • Led Finance integration training efforts with Countrywide Financial; saved $100,000 from original budget and provided solutions on-time
  • Managed corporate compliance training for 4000+ associates; clients met or exceeded targeted goals
Nov 2007 - Mar 2009

Vice-President, Learning Manager I

  • Business support, managed a team of two Instructional Designers and four Training Coordinators. Tailored corporate-wide training programs (Compliance, Pay-for- Performance) to the performance needs of clients. Set team.
  • Led Finance integration training effort for Finance with Fleet/Boston Bank, MBNA and US Trust
  • Responsible for the implementation, evaluation and coordination of appropriate training solutions for 4,000 Associates in Finance, Corporate Treasury, Corporate Investments, Supply Chain Management and Corporate.
  • Managed corporate compliance training for 4000+ associates; clients met or exceeded targeted goals each month
Nov 2004 - Nov 2007

Instructional Designer

  • Created end-to-end learning solutions for Finance and Supply Chain Management based on performance needs.
  • Conducted needs analysis, recommended the appropriate solution, designed the program, ensured effective implementation, and provided evaluation
  • Primary contact for Training Managers, Change Managers, and Program Managers
Feb 2003 - Nov 2004

International Training Specialist

  • Conduct needs analysis, program development, and instruction of educational and technical programs for customer service employees and contract vendors in Europe, Canada and the Caribbean.
  • Led training efforts for two airport customer service system integrations; efforts recognized for agent speed to competency
  • Managed training for cross-functional team for new product that increased agent product promotion by 20%
  • Requested by management to lead training for station openings in Mexico City, Rome, Madrid, London, Amsterdam, Manchester and Antigua
  • Served on cross-functional team to troubleshoot customer problems in the European market, reducing customer complaints by 15%
  • Automated a manual student evaluation program which reduced the time spent preparing evaluations by 80%
May 1990 - Feb 2003

Training Specialist

Design, develop and deliver customer service training to new and existing airport staff.

1990 - 2003 ~13 yrs

Customer Service Agent

  • Airline customer service agent
  • Recognized as Agent of the Month on multiple occasions
Jul 1986 - May 1990
Team & coworkers

Colleagues at LPL Financial

Other employees you can reach at lpl.com. View company contacts for 14027 employees →

2 education records

Jim Shaw education

FAQ

Frequently asked questions about Jim Shaw

Quick answers generated from the profile data available on this page.

What company does Jim Shaw work for?

Jim Shaw works for LPL Financial.

What is Jim Shaw's role at LPL Financial?

Jim Shaw is listed as Sr. Learning and Development Consultant at LPL Financial.

What is Jim Shaw's email address?

AeroLeads has found 1 work email signal at @lpl.com for Jim Shaw at LPL Financial.

What is Jim Shaw's phone number?

AeroLeads has found 3 phone signal(s) with area code 704 for Jim Shaw at LPL Financial.

Where is Jim Shaw based?

Jim Shaw is based in Charlotte, North Carolina, United States while working with LPL Financial.

What companies has Jim Shaw worked for?

Jim Shaw has worked for Lpl Financial, Croixstone Consulting, Aerotek, Contractor For Lpl Financial, Wells Fargo, and Aerotek.

Who are Jim Shaw's colleagues at LPL Financial?

Jim Shaw's colleagues at LPL Financial include Maria Bausch, Adam Neumeister, Carla Mccabe, Cva, Brittney Conn, and Lucas Sharman.

How can I contact Jim Shaw?

You can use AeroLeads to view verified contact signals for Jim Shaw at LPL Financial, including work email, phone, and LinkedIn data when available.

What schools did Jim Shaw attend?

Jim Shaw holds Mba, Business from Montreat College.

What skills is Jim Shaw known for?

Jim Shaw is listed with skills including Cross Functional Team Leadership and Training.

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