As a Board Member of Digital Command, I am proud to support our mission of empowering 230,000 people with critical digital literacy and AI skills by 2030. Digital Command bridges the growing skills gap by delivering innovative training programs focused on digital transformation, resilience, and agility. Our efforts are designed to equip mid-career professionals, recent graduates, and job seekers with the expertise needed to thrive in today’s digital economy. Through the Digital Command Academy, we provide specialized courses and industry certifications that foster customer-centricity, technological fluency, and leadership in the AI-driven world. By shaping the future workforce, Digital Command is at the forefront of digital upskilling, positioning individuals and organizations for sustained success in the rapidly evolving digital landscape.

• Hired to turn-a-round inefficient, siloed sales organization and develop a structured, cohesive sales process, and tools to set them up for future growth.• Identified pipeline management disparities through analysis, which resulted in a more reliable, accurate, and consistent pipeline reporting method across regions, improving Quarterly forecasting.• Created a scalable data-driven execution matrix with recommended capabilities, to move sales organization from “current state to ideal state” across sales elements, within 3-year timeline• Identified negative trend in opening/closing account gap which resulted in a high-priority focus item for 2021 sales planning for the retail sector• Developed unique campaign call guide that drove improved levels of engagement between sales and certain key prospects, resulting in improved conversion rates, and stronger engagement metrics• Designed and promoted easy to follow sales activity guide for sales reps in years (1-3), forecasted to reduce wasted activities, create targeted success early-on, and reduce costly attrition across the sales department, forecasted implementation Q1 2021• Created unique sales tool related pre-call planning sheet, that simplified new sales CRM utilization, with added benefit of increasing tool adoption.• Mined data from 10 different internal platforms to create SAS visualization report which provided forecasted trends for pipeline size and expected closings over next 2 quarters, improving forecasting accuracy.• Created, and promoted Sales Methodology that synched with CRM technology, resulting in simple roadmap to guide engagement with prospects at each stage of the buying cycle, began adoption in Q4 2020• Leveraged communication skills to build trusting relationships with disparate sales leaders across regions, opening reception to recommendations of Sales Force Effectiveness Manager.

• Promoted to equip global sales teams with the specific knowledge, relevant skills, and ongoing development opportunities which positions them as true advisors to their clients.• Led the re-engineering of sales onboarding programs, implementing targeted changes in structure, and technology that was wildly received by sales leaders, and reduced ramp up time to competency by one week, added benefit of reducing trainer cost by 50%• Guided Sales leaders and Analytics team thru Portfolio Construction Tool project roll out, leading to the delivery of new game changing capabilities for the entire sales organization.• Chosen to advocate the New Challenger sales methodology across 6 initial regions resulting in sales ability to promote targeted solutions, and improved, targeted marketing content.• Championed, and led the roll out, training of new communication technology that drove creation of 500 views in 6 -months for sales teams, with additional benefit of becoming preferred communication tool for product manager updates, 13,000 total views in 6 months across enterprise.• Developed and coached 8 sales trainers located in 5 countries that have all gone on to lead and drive local initiatives without significant guidance.• Designed trainer competency grid that included recommended actions, certifications, and development suggestions; became the standard development path for all new trainers.• Developed Internal Portfolio Certification Program consisting of 31 courses and an assessment which saved an estimated $285K in CE credits costs for CIMA designated employees

• Delivered Risk Mitigation training for Assistant Secretariat General and her staff at the United Nations in New York, resulted in driving discussions with our PMs and UN on how they might include alternative investments in their DB portfolio to improve risk-adjusted returns.• Created and delivered “Advisor to the Advisor training” for 178 U.S. wholesalers, resulting in the Module Title “Elevated Questions” becoming vernacular within the sales organization, eventually rolled out to the U.K and EMEA.• First US-based trainer to deliver “Presentation Training Workshops” for portfolio Managers in South America, improving their ability to take complex investment topics, and deliver them in a simple and confident manor to local retail audiences. Eventually delivered in: San Mateo, N.Y. Toronto, London, and Sidney• Achieved FTI Academy Award 2011 for my work in driving the training, and adoption of a new internal content repository across 20 countries.