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.

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.

- 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.

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.

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.

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.

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.

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.

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.

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 and.

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