Geneva Trading is a leading proprietary trading firm with a history of consistent success in the listed derivatives markets. Over the past 20 years, we’ve grown significant capital, developed proven technology, and maintained an appetite for diversified trading strategies. We foster innovation and look for people who can solve complex problems that drive immediate results. We've built a culture of collaboration and personal excellence, which allows us to push the bounds of what's possible.As the Director of Learning and Talent Development on the HR Team, I am responsible for building and implementing a learning strategy that aligns with the firm’s overall strategy and vision, the core competencies and success profiles, and the employees' individual goals and performance. I work closely with HR Director in aligning performance with learning for future career path development. I aim to ensure that training goes beyond the learning environment and can be practically applied. I collaborate with the HR team, Senior Leadership, key stakeholders, and subject matter experts to:• Centralize all learning and development across the firm• Shape all learning activities, including formalizing learning material• Assess L&D programs and courses, identify needs, and make improvements• Develop learning paths and design a curriculum that integrates with all other HR functions• Implement learning tracks, courses, and paths within the current LMS• Assist technology leaders in formalizing training for platform and proprietary software• Elevate the skills required to make desired cultural shifts and plan for future succession• Shape and develop existing and future leaders• Prepare for Leadership Development and Succession Planning• Enhance the internship program• Improve the onboarding program• Coach presenters/trainers on presentation skills and course development• Facilitate training with internal SMEs and traders and identify outside vendors as needed

Established Learning & Organizational Development function. Built and executed professional development strategy across ten business units and portfolio companies, including executive development, leadership development, management education, and compliance training. Established a Learning Community across 12 learning functions. Created inventory of learning resources, and needs. Supported and mentored learning teams, and HRBPs.Launched Manager Effectiveness program and Leader Success Series, multi-week blended learning programs.Provided executive coaching for key roles throughout the organization. Designed and facilitated annual leadership offsite events. Implemented DiSC. Facilitated Workshops and Book Club for professional development.Designed the Performance Development Process and supported mid-year and year-end reviews. Increased adoption of Lattice performance platform, established performance champion program, created performance resource hub. Designed and executed succession planning for key executive roles across four companies.Implemented and managed learning tech including LearnUpon and Lessonly LMS, BizLibrary and LinkedIn Learning content libraries, and authoring tools such as Articulate 360 for elearning and Camtasia video production.Executed Annual Respectful Workplace Training across all businesses to ensure compliance with sexual harassment prevention laws. Coordinated onboarding and annual training across the businesses.Designed Orientation and facilitated quarterly Founders Session events. Redesigned onboarding processes including onboarding guides 30.60.90 day goals, and 90-day check-ins,Led of the Inclusion Survey initiative, partnered with DEI consultants, tracked completion, and created analysis and recommendations reports. Communicated Inclusion Survey results to executive staff and facilitated the build of the DEI strategy. Established Inclusion Action Planning. Launched ERGs and the Diversity Equity and Inclusion Council.

Defined and built the organization’s learning and development strategy. Created and implemented training programs and learning solutions for the educational needs of employees, partners, and customers. Served on HR Leadership Team. Led L&D team of 10 employees, including Internal Training Delivery team, Vendor Training team, Client Education team, and Learning Experience (Instructional Design) Team. Mentored and coached managers and individual contributors; conducted performance evaluations; guided onboarding, offboarding, professional development, and team building.Identified and assessed current, future, and ongoing organizational learning and development opportunities through needs analysis, quality assurance, continuous improvement, job analysis, career paths, performance appraisals, and consultation.Selected, negotiated and implemented Docebo external LMS. Supported implementation and administration of the internal Saba Learning Management System. Developed and ran a variety of L&D programs including leadership development, professional skills, team-building, performance development, new employee orientation, new hire onboarding, software and technical training, business process training, operational training, implementation training and change management, and continuous learning. Liaised with organization leaders and built strong relationships across the organization.Monitored, evaluated, and reported on training program’s effectiveness, success, and ROI. Created and managed training budget.Investigate and implement new training methodologies, authoring tools, and delivery methods.

Designed and developed new training programs and course content. Evaluated and revised new and existing training curriculum and course/program objectives. Built and maintained post-training assessments and tools that validate the effectiveness of training material and support operational metrics.Created training documents, materials, and videos, visual aids, documentation, and content review to support a variety of instructional formats such as field training, instructor-led training (ILT), computer-based training (CBT), and web-based training (WBT). Used LMS to deliver and track training content in partnership with facilitation coordinators. Conducted direct and ‘train the trainer’ webinars and live training sessions. Managed and maintained training records and requests for new training resources. Managed multiple projects and tasks; estimated and developed schedules for assigned tasks and projects; confirmed project requirements by reviewing program objectives, input data, and output requirements.Partnered with leaders across the organization to determine which new initiatives, processes, and materials should be introduced for the success of clients, affiliates, and internal team members. Partner with marketing to develop innovative and effective training tools, methods, and training communications, and to revamp and rebrand training material.

Managed training projects from start to finish using ADDIE model to develop curriculum and implement learning solutions. Collaborated with key stakeholders across the company to ensure alignment with organizational priorities, departmental goals, and job-specific needs. Mentored junior members of the training team. Designed and facilitated instructor-led classroom training and interactive workshops. Conducted remote audio/video training sessions using GoToTraining and delivered blended learning. Authored self-paced online courses, e-learning content, and interactive tools using Captivate. Created presentations, job aids, technical manuals, work instructions, workflows, procedures, instructor guides, and trainee handbooks using PowerPoint, Word, Excel, Publisher, and Visio. Conducted independent research and communicated with subject matter experts to ensure training content is accurate, complete, and updated. Conducted needs analysis to discover knowledge gaps and identify training opportunities. Built and administered evaluations and post-training assessments to evaluate training outcomes and learning effectiveness. Created reports and presented results. Curated materials and records for asynchronous learning and instructor-led courses using SharePoint and Cornerstone Learning Management System (LMS). Scheduled classes, enrolled trainees, and communicated course availability and agendas. Coordinated rooms, resources, and calendars. Monitored inventory of training tools. Ordered materials and supplies. Awarded "Employee of the Month" for exhibiting the core value of "Dedication" in April 2016.Awarded Above & Beyond Certificate for outstanding contribution toward Business Initiatives in December 2017.

Facilitated coaching sessions for a portfolio of 50+ employees focusing on communication abilities, client management, customer service, soware skills, and business procedures. Conducted one-on-one mentoring.Evaluated employee performance and development, analyzed data, and created reports identifying learning needs and knowledge gaps and recommending training solutions.Designed and delivered professional development courses and created job aids, quick reference guides, and handbooks on computer software, complex processes, customer service, and communication.Facilitated calibration sessions with clients, operations management, training team, quality assurance, and account management to ensure alignment with business objectives and performance goals. Assisted with preparation for ISO 9001 audits. Earned “Employee of the Month” in 2014. Awarded “Best Analyst” and “Most Valuable Player” in 2013.

Consistently exceeded quality goals, and earned Certificate of Recognition for high level of customer service and positive client feedback. Developed Senior Mentorship Program to build agent skills through one-on-one coaching sessions; mentored and supported junior agents and conducted on-the-job training of new employees. Maintained SharePoint page containing training materials and resource guides. Created and delivered training programs related to several new contracts, wrote internal work instructions, and created communication templates. Revised ISO 90001 process documents, and was awarded a Certificate of Appreciation for work with ISO certification process.

Coordinated with clients and customers around the world in a 24-hour international contact center. Responsible for the full-cycle of medical insurance and emergency assistance needs, including pre-authorization, eligibility determination of submitted claims, and general policy inquiries. Communicated with policyholders, beneficiaries, brokers, and healthcare providers via telephone and email. Responsible for determining the eligibility of submitted claims, using a knowledge of medical terminology, and ICD9 / CPT coding . Worked with several contact management systems and database software. Assisted with training of new employees and coaching of established employees. Assisted with improving and implementing internal process instructions. Created communication templates for departmental use.

Developed course and taught WRD103: Composition and Rhetoric I. Course focused on preparing first-year college students for academic and professional writing and analysis.

Tutored graduate and undergraduate students in writing and composition, including academic, professional, business, and technical, and creative writing. Facilitated learning sessions in academic research, study skills, and editing. Delivered one-on-one and group tutoring sessions in person and facilitated remote tutoring sessions online. Provided written feedback on work for students and professors.

Performed financial advising to portfolio of 600 online and international students on billing, financial aid, and application process. Managed accounts to ensure high standards for student retention, accounts receivable, revenue per student, and customer service satisfaction. Assisted in on-the-job training of new hires. Developed and delivered training classed in professional business skills. Served on Steering Committee to develop procedures and liaise between staff and upper management. Worked with computer systems including AS400, CISCO, Image Now, Right Now, and MS Office.

Advised individual and business taxpayers and tax preparers on matters of tax law and finance through incoming and outgoing phone calls and written communication in high-volume in-bound call center. Provided live technical support for the tax department’s website and Online Tax Center. Assembled training materials and assisted in training new representatives. Prepared and taught training classes. Supervised new employees and peers; provided on-the-job coaching for new employees. Planned and promoted in-office events and organized charity and event fundraising. Appointed as Floor Marshal of the Workplace Safety Organization, managing a team of 15 employees. Received two “Kudos” awards for excellent customer service.

Wrote and designed extensive training materials, job aids, and employee handbooks, and web content. Designed and delivered training classes in health and safety techniques. Coordinated and Scheduled training classes and programs. Communicated with eight regional offices to organize sessions and distribute training materials. Worked with web team to develop Health and Safety website, including researching and drafting website content. Compiled and maintained a comprehensive database of safety organization members. Organized and filed employee health records. Greeted and assisted taxpayers and employees; registered guests and vendors. Provided security at building entrance. Assisted in emergency medical situations and building evacuations.

As the Children's Department Lead from April 2007 to November 2007, I supervised and trained staff of six employees as Children's Department Lead. I developed and delivered lesson plans to promote literacy for children, teens, and young adults through weekly story times, out-reach programs, and community events. I oversaw promotions and displays, managed sales, directed product placements. I designed and implemented a successful employee communication log and a department promotion map which was implemented store-wide. As Head Cashier from August 2006 to April 2007, I was responsible for training of all new hires. I supervised team of twelve cashiers, coordinated processing and delivery of special book orders and handled product returns and customer complaints. I managed paperwork, sales reports, and product displays, and was responsible for cash in registers, safes, and bank deposits. I was recognized with an award for my work in driving sales and organizing successful charity book drives. As Bookseller, I provided customer service and shopping assistance in person and on the phone, operated cash registers, information terminals, and office equipment, and prepared and served food and espresso-based drinks in the café.

Provided care for two children; Created learning plan and tutored pre-schooler in reading and literacy skills.

Assisted with planning and operation of an educational day-camp for grades 1-5. Supervised volunteers. Coordinated and educational outings and community events. Designed curriculum and created lesson plans; Taught classes in literature and science; mentored students, and provided tutoring in literacy, writing, and academic skills. Communicated with parents about camper's educational progress and behavior. Created and maintained databases of camper contact information and medical records. Organized and filed paperwork, created reports, performed general office management functions.

Tutored high school students in academic writing, English literature, history, test preparation, and study skills.

Provided customer service, concession, and ticket sales; trained new employees.

Greeted and registered campus residents and visitors.

Created floral arrangements, provided sales and customer service.

Tutored college students in academic, professional, creative, and business writing.

Typed, filed, copied, and faxed legal documents; provided office and phone reception; tracked billable hours.

Provided customer service, concession, and ticket sales.

Provided customer service, processed orders, and assisted in floral arrangements and landscaping services.