Kelsey Pardo Email & Phone Number

Solana Beach, Ca, Us

Silicon Valley, California, United States

GLOBAL ENTERPRISE SOFTWARE COMPANY - Pleasanton, California. Leading change management for the transition to standardized, skills-based hiring for ~5k people leaders.EDUCATION NON PROFIT - San Francisco, California. Led a team of consultants to deliver a value proposition for digital services and a pricing insights report to benefit both the local chapter and national organization. GLOBAL FORTUNE 30 TECHNOLOGY COMPANY - Silicon Valley, California. Led change management work on a… Show more GLOBAL ENTERPRISE SOFTWARE COMPANY - Pleasanton, California. Leading change management for the transition to standardized, skills-based hiring for ~5k people leaders.EDUCATION NON PROFIT - San Francisco, California. Led a team of consultants to deliver a value proposition for digital services and a pricing insights report to benefit both the local chapter and national organization. GLOBAL FORTUNE 30 TECHNOLOGY COMPANY - Silicon Valley, California. Led change management work on a variety of finance transformation projects, including transitioning suppliers to a new payment system, implementing a new ERP system for finance managers, and building the change management capability internally across finance project managers.SOCIAL JUSTICE NON PROFIT - Denver, Colorado. Led a team of consultants to deliver a high performing teams workshop as part of firm pro bono work.INTERNALLY - leading the Organizational Design service line team, interviewing firm candidates, coaching and mentoring other consultants, and supporting proposals for new business development. Show less

Silicon Valley, California, United States

GLOBAL FORTUNE 30 TECHNOLOGY COMPANY - Silicon Valley, California. Led change management efforts to transition five global business units from Google Sheets to a newly developed spend forecast management tool. Coached leaders to better manage resistance in a turbulent business environment.

San Diego, California, United States

Global

NATIONAL AUDUBON SOCIETY - Washington, D.C. Conducted an organizational assessment to investigate the effectiveness of their localized model and made recommendations to the Sr. Director of Equity, Diversity, Inclusion, and Belonging (EDIB) and VP of Grassroots. CEFAM INTERNATIONAL SCHOOL OF MANAGEMENT - Lyon, France. Benchmarked and conducted qualitative research on university Corporate Social Responsibility (CSR) strategies and delivered short, medium, and long-term recommendations for… Show more NATIONAL AUDUBON SOCIETY - Washington, D.C. Conducted an organizational assessment to investigate the effectiveness of their localized model and made recommendations to the Sr. Director of Equity, Diversity, Inclusion, and Belonging (EDIB) and VP of Grassroots. CEFAM INTERNATIONAL SCHOOL OF MANAGEMENT - Lyon, France. Benchmarked and conducted qualitative research on university Corporate Social Responsibility (CSR) strategies and delivered short, medium, and long-term recommendations for the school to add CSR to their strategy and future identity. LIGHTFORCE - San Jose, Costa Rica. Co-designed and co-facilitated an Appreciative Inquiry (AI) change management workshop and intervention with new Sr. Operations leaders on the topic of values-based leadership.AJIS HOKKAIDO - Sapporo, Japan. Led a team of five to investigate employee well-being and productivity in new line of business. Advised the President and Sr. Leadership team to focus instead on a culture of innovation and co-created immediate next steps. Show less

- Consulted with members of the Meraki C-Suite for a variety of people-related projects including streamlining the director promotion process, conducting ‘stay’ interviews, and implementing a performance framework.- Supported Meraki's VP of Hardware as the aligned People & Communities Business Partner.- Facilitated 3-hour workshops for direct teams to deepen connection, identify rituals and goals, and build trust.- Participated on a cross-functional team to increase adoption of… Show more - Consulted with members of the Meraki C-Suite for a variety of people-related projects including streamlining the director promotion process, conducting ‘stay’ interviews, and implementing a performance framework.- Supported Meraki's VP of Hardware as the aligned People & Communities Business Partner.- Facilitated 3-hour workshops for direct teams to deepen connection, identify rituals and goals, and build trust.- Participated on a cross-functional team to increase adoption of Cisco Team Rituals across all of Cisco Engineering (~40k employees). Show less

San Francisco, California, United States

- Led change management efforts to adopt Cisco’s employee engagement measurement tool for over 1,000 leaders, which resulted in >80% adoption.- Conducted a leader listening tour that led to overhauling the $3.3M annual learning budgets across the organization to increase leader’s ability to customize future learning opportunities.- Developed collaborative relationships with Meraki C-Suite, People & Communities, Executive & Internal Communications, Talent Acquisition, Finance… Show more - Led change management efforts to adopt Cisco’s employee engagement measurement tool for over 1,000 leaders, which resulted in >80% adoption.- Conducted a leader listening tour that led to overhauling the $3.3M annual learning budgets across the organization to increase leader’s ability to customize future learning opportunities.- Developed collaborative relationships with Meraki C-Suite, People & Communities, Executive & Internal Communications, Talent Acquisition, Finance, Strategy, and Sales Enablement teams. Show less

San Francisco, California, United States

- Facilitated team off-sites and open-enrollment workshops on a variety of topics including organization, inclusion, crucial conversations, virtual team development, effective meeting management, and more.- Streamlined all learning & development operations for 50+ courses from manual processes to Absorb learning management system (LMS) to eliminate the need for additional headcount.

Greater San Diego Area

- Scripted, produced, and edited training videos using Camtasia. Clients included ADI and WalMart.- Worked with internal Training, Sales, and HR directors to consolidate and switch learning management system (LMS) providers. Worked with SAP Litmos, Absorb, and Talent LMS.

Camas, Wa

- Designed and created the first Fisher Life Planning client presentation to help existing clients understand the benefits of Fisher Investment's new life planning business.- Created a brand new client webinar on market cycles that reached ~10,000 US clients and convinced one client, in particular, to stick to his investment goals instead of selling out of the market.- Scripted and produced an internal recruiting video for the Capital Markets Innovation team and received a record number… Show more - Designed and created the first Fisher Life Planning client presentation to help existing clients understand the benefits of Fisher Investment's new life planning business.- Created a brand new client webinar on market cycles that reached ~10,000 US clients and convinced one client, in particular, to stick to his investment goals instead of selling out of the market.- Scripted and produced an internal recruiting video for the Capital Markets Innovation team and received a record number of applicants.- Formed an operational workflow for the internal Capital Markets Forum and became the first point editor.- Trained, mentored, and oversaw the Communications Associate in all client presentation-related work.- Selected to represent the Fisher's Portfolio Management Department at the local "Best Places to Work" banquet in Q3 2017. Show less

Camas, Wa

- Co-founded the Portfolio Management Development and Training Program consisting of 22 instructor-led classes that reached ~200 employees in the first year. - Doubled the size of the Portfolio Management Development and Training Program in the second year to include ~50 classes across five global offices for 250+ employees.- Recruited, trained, and managed five part-time Portfolio Management Development Program Trainers in the US and UK.- Chosen to work on a firm-wide "Help US… Show more - Co-founded the Portfolio Management Development and Training Program consisting of 22 instructor-led classes that reached ~200 employees in the first year. - Doubled the size of the Portfolio Management Development and Training Program in the second year to include ~50 classes across five global offices for 250+ employees.- Recruited, trained, and managed five part-time Portfolio Management Development Program Trainers in the US and UK.- Chosen to work on a firm-wide "Help US Improve" project to better Corporate Training, where I presented ideas to Fisher's CEO, COO, and EVPs and produced a 40-page booklet detailing all the team's research and recommendations.- Established expertise in the Cornerstone Learning Management System (LMS).- Produced video content using Camtasia software.- Wrote and distributed a bi-monthly Learning Bulletin to keep employees updated on current & future course offerings and employee engagement activities.- Communicated across disparate groups within the Portfolio Management Department to coordinate and align all Human Capital Development efforts.- Worked with fellow departmental Training Program Managers across the organization to share existing expertise and ideas and to bridge training gaps across functional silos. Show less

Woodside, Ca

- Created and produced presentation materials for client-facing events with an annual reach of over 30k international high-net-worth clients.- Built new presentation slides using economic and portfolio data to explain complex concepts in a simple, digestible format for clients.- Created custom ad-hoc presentation decks for Fisher's founder, CEO, and members of the Investment Policy Committee.- Awarded Portfolio Management Group All-Star Q3 2016.

San Mateo, Ca

- Reconciled institutional and private client holdings and transaction data internally with custodial data daily.- Ensured the accuracy of the information used to manage, report, and bill each client account.- Communicated pertinent portfolio accounting information to appropriate parties and assisted in issue resolution.- Consulted with an internal technology expert to build a database that streamlined the accounting process for client cost basis data, reducing cross-department… Show more - Reconciled institutional and private client holdings and transaction data internally with custodial data daily.- Ensured the accuracy of the information used to manage, report, and bill each client account.- Communicated pertinent portfolio accounting information to appropriate parties and assisted in issue resolution.- Consulted with an internal technology expert to build a database that streamlined the accounting process for client cost basis data, reducing cross-department communication by 60% and saving 2.5 hours daily.- Trained eight Client Service teams to use new technology and created strategic adoption plan. Show less

Carlsbad, Ca

- Created and maintained trading protocols manual for the head trader position.- Assisted the head trader in equity and options transactions.- Helped facilitate the management of an annual $500M trading desk.-Processed stock certificates and warrants.-Assisted financial advisors with clearinghouse communications to ratify account transfer and deposit issues.

Master Of Science - Ms, Organization Development

Activities and Societies: Individual Development and Change, Organizational Theory and Group Dynamics, Small Systems Assessment.

Bachelor Of Science - Bs, Business Administration - Financial Management

Activities and Societies: Financial Management Association, Women's Lacrosse Club Treasurer, WCLA DI Lacrosse Player

Education record

Activities and Societies: Semester abroad in Turin, Italy