Sharon Bailey Email & Phone Number

New York, Ny, Us

New York City Metropolitan Area

Greater New York City Area

• Lead Digital Specialist Consultant for Merrill Lynch’s strategic wealth management teams, onboarding, implementing, training and developing, and consulting for end-users innovative customer success programs designed to achieve adoption, retention, and growth goals.• Stimulate 90% divisional adoption rate of client’s digital suite of SaaS products while managing 15 markets, launching early adoption of tools by utilizing relationships with market executives.• Attain 100% success rate of proactive client visits for owned markets, assisting team members in enhancing client visit success rate, selecting needs with lowest adoption rate and MoM growth; admit multiple touchpoints for offices in geographical proximity, training broader team in optimal methods.• Support directly to a 15% YTD rise in household digital usage penetration, building and offering the essential training material for in-person and virtual end-customer seminars. • Expand by threefold market coverage responsibility in one year by increasing customer satisfaction and producing semi-annual reports on client progress.

Greater New York City Area

• Directed regional team, serving as key contact throughout lifecycle of account for enterprise clients, emphasizing adoption, success planning, and expansion strategies. • Orchestrated the operations of 12 markets and 40 offices of Merrill Lynch financial advisors, management teams, and client associates. • Propelled adoption and boosted awareness of all vendor and client-proprietary technology platforms. • Developed and strengthened internal relations with management and with user population through expansion efforts.• Co-founded Salesforce nationwide rollout to over 15,000 wealth management advisors.

3 Times Square, New York Ny

• Controlled client development, pushing the implementation and awareness of market data and digital tools, facilitating successful growth and retention, leveraging effective targeted campaigns.• Oversaw 15 specialists covering a book of 1.2 million in MRR within the New York City Knowledge Network, administering world class customer support.• Presented next-gen virtual instructor led modules and courses on productivity and client workflow with viewership growing to over 20,000 during my tenure. • Collaborated with sales specialist to identify existing business within hedge fund customer base by designing targeted campaigns that served the interest of the greater regional organization.• Mentored clients nationwide from Ameriprise Financial for the 10,000 user rollout of Thomson Reuters product suite.

3 Times Square, New York, Ny

Provided leadership and support for less experienced Knowledge Network Client Trainers.Managed assignment of client training activities by identifying and coordinating all required resources.Delivered next generation virtual instructor led modules and course on clients workflow and business.Created targeted campaigns to the benefit of the wider regional organization.

3 Times Square, New York, Ny

Selected to partner with Ameriprise Financial on a two year nationwide rollout of Thomson One WealthManagement rebranded as Ameriprise Brokerage Platform to 17,000 clientsConducted large conference room training sessions while traveling nationwide for AmeripriseTaught classes to Ameriprise Financial Advisors on Wealth Management tools including Enhanced and Baskettrading, Proposal Generation, Money Movement, Account management and Book Management

3 Times Square, New York, New York

Lead a team of Client Trainers and interacted with them on a daily basis in support of a group of renowned Hedge Funds, SAC Capital, Sempra, DiamondBack Capital, Dawson Herman and Tudor Investments. Worked closely with desk heads and relayed sales opportunities to Sales teams. Responsible for the overall end user satisfaction with Thomson Reuters products and services. Project managed trainings, roll-outs, moves and upgrades and created monthly performance reports.

3 Times Square, New York, Ny

Acted as the primary point of contact for new business sales leads at all of my accounts.Trained clients on multiple Reuters branded financial software packages, products and services.Worked with Buy-side and sell side firms, while conducting roll-outs, training, upgrades and up selling.

3 Times Square, New York, Ny

Trained clients on multiple Reuters branded financial software packages, products and services.Followed up on service and client satisfaction, ensuring users derive maximum benefit from our products.Worked with buyside and sell side firms, while conducting rollouts, training, upgrades and up selling.

3 Times Square, New York, Ny

Trained clients on Reuters Plus and 3000 Xtra financial market data desktop products.Traveled nationwide training clients from Prudential Financial for a 10, 000 user rollout of Reuters Plus.

3 Times Square, New York, Ny

3 Times Square, New York Ny