Representative Assignments:Sales force training program for implementing new planning model. Analyzed differences between previous and future sales planning; worked with management to create three-day seminar; wrote training materials and conducted pilot sessions so corporate training team could deliver training to national sales force.Corporate reorganization of consumer products firm. Needs analysis of impact on each job function; created learning and development plan for communications and training needs throughout organization; developed playbooks to help different levels of management communicate with staff; created e-learning and live training for each business unit.Merger of consumer products firms. Created presentations for marketing managers to deliver at sales force integration meeting addressing products, competition, and marketing plans for merged organization. Designed interactive exercises for fostering teamwork and devising strategies for presenting expanded product line to customers.Business math e-learning. Created storyboard for teaching salespeople business math critical for on-the-job success. Migrated from two-day classroom program.Issues awareness and communications. Created training that taught sales force effective communications when discussing difficult issues with customers. Wrote video scripts and monthly discussion modules on compliance topics. Driver safety. Designed training program and wrote video role plays narrated by NASCAR race car drivers for national sales force. Resulted in a significant drop in accidents for all regions. Consultative financial planning. Wrote three-day workshop for boosting consultative selling, financial advisory, and customer service skills of relationship managers globally. Materials were translated so that trainers could deliver program in local languages.Variable annuity web content. Wrote storyboard for combined online brochure and e-learning to introduce customers to product.

Headed consulting firm specializing in financial service industry. Helped clients integrate training and education into their strategic planning for new products, technologies, and business models. Devised productivity strategies for firms facing mergers and industry shifts. Trained finance professionals and support staff to adapt to new technologies. Presented global briefing session on market data impact of the Euro. Designed and implemented worldwide training on global risk management system and new financial model. Other programs included selling financial products, finance curriculum for support staff, training help desk and customer service staff. Produced e-learning game for teaching basic financial planning and investing. Clients included JP Morgan Chase, Goldman Sachs, Smith Barney, Paine Webber, Jefferies, Citibank, HSBC, and others.