Michael Lorentz Email & Phone Number

St. Louis, MO, US

St Louis, Missouri, United States

• Responsible for facilitating learning solutions that are strategically aligned to organizational goals and objectives. Actively support learning events that align with established learning plans, while contributing to.
• Facilitate training classes across all 3 phases of Schwab Service Academy – Deliver excellent & engaging training in-person, virtually, and in hybrid environments.
• Build and foster working relationships to bring synergy between departments across onboarding (classroom, nesting, & licensing)
• Rebuilt a Fortune 500 company’s training content to a unified curriculum implemented across 10 nationwide locations
• Developed new and create updates to content curriculums and corresponding Leader and Participant Guides
• Developed relationships with Subject Matter Experts from multiple departments to help develop and maintain accuracy of curriculum

St Louis, Missouri, United States

• Support new hires thru their 6 month onboarding – overseeing 3 phases of training and licensing
• Provide direct coaching to associates in the form of 1:1s, call reviews, side by sides, metric tracking and goal setting
• Support hundreds of new hires across site via electronic chat, answering questions and providing resources
• Lead huddles and learning modules to convey new information and/or review with a focus on practical applications of knowledge and best practices
• Build positive team environment amongst peers and leaders, restructuring communications and developing positive spaces for feedback.

St Louis, Missouri, United States

• Support clients with focus on recently opened accounts and or prospective clients – assist with education, onboarding and complex account openings
• Win new business – utilize propping techniques to uncover additional or outside assets and position solutions including consolidation
• Generate sales leads for Financial consultants through conversations with new and existing clients
• Stood up innovative Proactive Out-Bound team with focus on using system-generated leads sell to those with the most potential of closing – managed a salesforce pipeline making 30-50 outbound calls a day.

St Louis, Missouri, United States

• Fully licensed broker assisting clients with investing, trading and clerical needs
• Upheld and displayed core values of TD Ameritrade through interactions with clients
• Answer calls in a call center environment while utilizing numerous operating systems to best assist clients

Boeing St. Louis, MO

• First point of contact for any audio visual issues or requests across campus
• Initiate and coordinate equipment upgrades
• Communication liaison between Boeing and CTI
• On-site presence giving confidence that AV needs will be met quickly and effectively

Greater Omaha Area

• Receive orders – Work directly with clients to assess needs and plan successful events
• Track and coordinate equipment needs with multiple branches
• Setup – operate – strike events
• Ensure customer satisfaction on-site and during follow-up

• Audit hotel revenue on a daily basis
• Verify guest accounts by balancing each department’s income and allowances
• Verify the room rates and close out guest accounts upon completion of stay

• Greet, check-in, check-out, and assist all guests
• Set up and direct charges to master or temporary accounts
• Pre-register and assist in coordinating groups, teams and conferences
• Support bell staff, valet, and concierge as needed

• Time critical inventory regulation
• Shipping and receiving.
• Well orchestrated supply flow required to meet client’s two hour lead time
• Employee scheduling and conflict resolution

Bachelor Of Arts (B.A.), Philosophy

Activities and Societies: Pi Kappa Alpha, Alpha Phi Omega

Education record