Meredith Stone Email & Phone Number

Kissimmee, Florida, United States

Greater Tampa Bay Area

• Recognized by senior officers for implementing Ethics & Compliance training programs that are engaging, flexible, and on target to meet DEI requirements and successfully mitigate risk.
• Led communications and change initiatives with consistent positive stakeholder feedback.
• Saved hundreds of hours of time annually and ~$80K in cost avoidance through researching, architecting, and implementing a centralized, user-friendly content management system for E&C.
• Managed project and served as technical lead to seamlessly convert the E&C intranet site platform.

Greater Tampa Bay Area

• Utilize digital technology to lead continuing education for sophisticated finance professionals across a wide variety of subjects, including compliance, DOL, and technology.
• Create engaging and dynamic online learning content based on thorough needs analysis, alignment to strategy, DEI standards, and regulatory forces.
• Generated a cost avoidance of ~$15K through innovative use of existing platform. Created a centralized, branded learning content streaming hub for the firm’s Learning & Development division.

Greater Tampa Bay Area

• Recognized by CEO for spearheading an enterprise-wide customer service training initiative responsible for an overall average call score increase of ~20% the year after rollout. Championed the company’s Service.
• Designed and delivered classroom and blended training programs firmwide including mentoring, smart goals, career planning, emotional intelligence, learning styles, and effective feedback.
• Created and implemented key online training initiatives and enhanced online training, including over 100 live and on-demand sessions.
• Designed and directed a monthly five-day orientation training conference for new financial advisors.
• Integrated LMS while generally accountable for strategic planning, gap analysis, program design, and ongoing needs assessment.

Greater Tampa Bay Area

• Vital contributor to attainment of Computer World Magazine’s ranking as one of the Top 100 Places to Work in IT three years in a row.
• Directed 800 member IT department in key HR functions including organizational design, team inclusivity, equitable performance evaluations, succession planning, and process improvement.
• Coached executive leaders leveraging Hogan and 360 assessment data. Engaged leaders to create detailed individual development plans linked to performance and career development plans.
• Counseled management regarding employee engagement survey results to drive shared solution implementation and improve employee experience. Evaluated third-party diversity courses to address gaps. Implemented.
• Created competency and behavioral based job descriptions, interview questions, and performance appraisals to increase diverse hires and reduce implicit bias in the appraisal process.
• Presented with the RJ Excellence Award for firmwide Performance Manager Implementation. Designed and implemented the form, process, training, communications, and change plan.

Greater Tampa Bay Area

• Led technology training team, with responsibility for classroom and computer-based software training and assessments.
• Responsible for design, delivery and ongoing management of Windows and Microsoft Office training curriculum.
• Achieved average per-course rating of 4.0+ out of 5.0, with 28 platform hours per week.
• Facilitated leadership development, business skills, and customer service courses.

Bs, Communication

Masters, Management (Leadership & Organizational Effectiveness), 3.8