Creates, builds and nurtures a culture of learning by connecting our business strategy to our learning experiences & events to drive organizational effectiveness & high levels of associate and leader engagement in Personal Investing (retail business). Leads a team of highly engaged Performance Consultants, Learning Experience Architects, Implementation Specialists and Learning Operations.

Connects Fidelity’s business strategy with data and outcomes and designs and leads an integrated talent strategy that delivers against our firm’s talent needs now and for the future. In partnership with other COEs and the HRBP community, equips Personal Investing (PI) in building a high-performing culture and agile organization. Design, implement, and cultivate agile talent strategies that enable our leaders to continuously drive higher levels of engagement and performance with a focus on serving the specialized needs of our most critical roles and talent.

Full-time external consultant transitioned to FTE - leading the global learning function in Talent Management, Global Learning & DEI during a growth by acquisition corporate strategy in a rapidly expanding industry. Provide strategic direction & execution of global learning initiatives in a highly complex matrix organization. Manage & inspire commitment in key contributors to the work effort including internal & external 3rd party vendors. Build scalable learning initiatives that are globally applicable & regionally relevant across all global functions, segments & regions while ensuring alignment with the organization’s strategic priorities, corporate mission, talent strategy, & with a strong DEI focus. Analyze, define, build & evaluate organizational global learning solutions ensuring the overall learning strategy is innovative & high-impact with focus on learner-centricity to increase retention & application. Implement experiential learning strategies that embrace development through intellectual, emotional, & behavioral levels such as: Action Learning. Leverage diverse multi-modalities including mobile apps (Betterup), e-learning platforms, & other technology-enabled modalities as well as formats such as instructor-led training (ILT/VILT), on-the-job training (OJT) or coaching & mentoring. Led the design, development and implementation of the PKI Product Academy and PKI Leadership Academy. Build key relationships with stakeholders – formally & informally – to ensure alignment, transparency, learning demand & relevance. Participated in and served on PKI’s 1st ever LGBTQ Allyship Panel.

Accomplished learning and leadership development consultant with proven expertise in defining, diagnosing, managing, and improving the performance of individuals and organizations through learning. Conducts in-depth needs analysis necessary to construct curricula designed to meet specified customer goals. Extensive experience in performance analysis and measurement; competency modeling; needs assessment; curriculum mapping; instructional design, development, and delivery of full range of learning solutions including instructor-led, online, on-demand, and structured on-the-job; group facilitation; fully customized e-learning; learning assessment and evaluation. Proven effective in managerial, individual contributor and consultant roles, with laser focus on client and stakeholder satisfaction. Regularly representing the learning function to senior business partners and project teams. Comfortable working in a highly fast paced environment designing and developing courseware consumed by internal audiences, partners, and customers - both domestically and internationally. Proven track record of creating revenue-producing training programs. A sampling of clients include: Navis Learning, CoreAxis, United States Department of Justice, Office of Victims of Crime, Massachusetts’s Department of Public Health, Philippine Nurses Association, Takeda Pharmaceuticals, Bank of America, Olmstead Financial, Pathfinder Global, De Beers, Blue HR Consulting, Fidelity Investments, Bain Capital, Putnam Investments, Entegris, Thermo Fisher, Dunkin Donuts, Baskin-Robbins, Lifespan, EMD Serono, Biogen, Genzyme, Sanofi, Novartis, Moderna, Kronos, Energy Services Group, Mass Kids, American Tower, Caron Treatment Centers, Marsh and McLennan, Alnylam, Jounce Pharmaceuticals, FM: Facility Maintenance, First Service Networks, Talbots Clothing, Shawmut Construction, Smith and Wesson – American Outdoor Brands, Technically Training, and The GMarie Group.

Works closely with the sales team to identify information and standards critical to the sales process, and defines and implements key processes between sales and professional services. Participates in sales meetings and identifies and communicates the recommended learning strategy and architect, design and scope, timelines, expected outcomes, and proposed resource plans and project cost estimates in the form of informal dialogue and formal SOWs, proposals and RFPs. Provides oversight and management of instructional design team members, including identifying resource needs, interviewing, selecting and onboarding Instructional Designers (FTEs and contract) and Master Instructional Designers. Conducts annual performance reviews for Instructional Designers in addition to providing ongoing feedback on performance and development needs. Identifies, implements and manages rules of engagement for third party vendors and offshore developers; including orientation and onboarding, performance and quality management. Negotiates cost and price with vendors and clients.

Works closely with the sales team to identify information and standards critical to the sales process, and defines and implements key processes between sales and professional services. Participates in sales meetings and identifies and communicates the recommended strategy, learning architect, design and scope, timelines, expected outcomes, and proposed resource plans and project cost estimates. Provides oversight and management of instructional design team members, including identifying resource needs, interviewing, selecting and onboarding Instructional Designers (FTEs and contract), Senior Instructional Designers, Learning Architects, and Project Managers (with PMO input). Conducts annual performance reviews for Instructional Designers in addition to providing ongoing feedback on performance and development needs. Identifies, implements and manages rules of engagement for third party vendors and offshore developers; including orientation and onboarding, performance and quality management.

Responsible for providing leadership, direction, and oversight of the instructional approach, standards, quality and client satisfaction and related processes and systems to manage project intake, solution design, staffing and employee development, workflow, vendor management, and capacity planning. Recruit, interview, onboard, team members to build capacity within Custom Training Group. Manage and develop virtual team members to improve their consulting, needs assessment, designing, and writing skills. Consult with internal executive leadership and client project stakeholders and project teams on the most efficient and effective ways to accomplish client’s desired business goals through learning. Build partnerships with our clients and align employee performance with business results by proposing and overseeing impactful, interactive and timely learning solutions. Support stakeholders when socializing learning initiatives as an ongoing process for improving organizational performance. Responsible for client management and the quality of all client-facing deliverables.

Responsible for creating effective learning architectures that fit within the constraints of the client’s timeframe, budget, resources, learning environment, technology and company culture. Create, implement and manage innovative and scalable end-to-end blended learning solutions while establishing effective partnerships, analyzing performance requirements, and demonstrating business impact. Effectively prioritize and manage multiple client projects while meeting scheduled milestones. Strategically and tactically involved in all phases of the corporate learning and development process ranging from pre-sales to post-implementation and evaluation. Create and maintain responsibility for the standardized methodology and practices to ensure design consistency and economies of scale. Coach and mentor instructional designers with varying degrees of abilities. Worked closely with domestic and offshore development and graphic teams.

Assess the scope of various training initiatives for the Global Consumer Bank and Small Business Banking, including Sales and Service programs, new hire training programs, Campaigns, Leadership and Coaching initiatives, & desktop technology across multiple locations and lines of business. Analyze project-related information, including highly sensitive/confidential information, and the Business Line needs to recommend a solution to achieve defined objectives within budget and tied to HOSHIN goals. Determine training curriculum requirements for diverse audiences in a multimedia environment. Establish strategies for training delivery, assessment, implementation, reporting, and maintenance. Managed a team of instructional design consultants. Facilitate benchmarking within the learning industry (e.g. Ritz Carlton).

Design, develop, implement & evaluate training materials, with some OD work such as career pathing, to meet business objectives & overall Bank philosophies using a variety of instructional methods for the Global Consumer Bank & Small Business Banking. Voice of the Associate data collection &benchmarking of companies to assess end-user training.Develop internal communications as they related to training initiatives.Monitor implementations of training efforts for new & existing programs. Conduct Train-the-Trainer sessions to ensure a consistent message in the implementation of the curriculum.Observe Facilitator-led training sessions & offer feedback and coaching.Provide solutions for Business requests by leveraging relationships & partnerships with the line managers & Customer Contact Staff to build constructive & receptive associations. Manage team of independent consultants.Adhere to tight deadlines in a dynamic environment. Special Projects include:• Lead instructional designer on Selling the Bank of America Way sales program• Lead instructional designer on the China Construction Bank (CCB) project-This was one of Bank of America’s first domestic learning programs in China to share our business processes designed to enhance CCB’s overall performance• Critical member of the template standardization work-team for cross-Line of Businesses. • Lead instructional designer on Keep the ChangeTM, one of the most successful new-product launches in banking history• Lead instructional designer on the Banking Center Channel’s Foundational Skills for Leaders• Lead instructional designer & Project Lead on the Banking Center Channel Playbook & WBT for role clarity• Influential member of a work team that designed & developed the performance analysis tool - a consulting worksheet used as the global standard tool for learning analysis across all lines of business at Bank of America• Mentored new Instructional Designers & maintained the Instructional Design Onboarding program

Licenses: Series 6 & 63. Utilized need based sales-skills to attract/retain assets servicing inbound sales calls. Employed probing skills to address investors' specific needs and match those needs with SKI products. Supported marketing and sales activities, referred business to other areas of the firm and provided detailed information to shareholders regarding the securities markets and the Scudder Funds strategies. Acted as SII'S Public Relation Liaison facilitating communication between the two departments. Adjunct Trainer: Co-facilitated a 3-week training program to introduce new technical applications to the department, simultaneously delivering educational material to peers and management. Availed numerous types of instructional tools increasing appeal to various learning styles. Worked closely with the educational and performance team to ensure classroom objectives were met. Worked in small teams to evaluate the group's comprehension of the material presented. Retirement Specialist-assisted institutional and retail clients by enhancing their awareness of retirement planning and investment vehicles to meet their retirement goals. Member of a selected strategic task force responsible for communicating the Fund Manager's position in a declining value-oriented market on in/out bound sales/retention opportunities. Represented SKI for the Sales and Marketing Departments at Swiss Week in Chicago, IL.

Co-facilitated with English Department, Writing Skills Workshops. Tutored/edited for The Writing Center. Coordinated schedules and supervised a staff of twenty-five writing assistants/tutors. Liaison from the English Department to Administration and Student body, to address specific needs. Directed the "In Her Own Voice" Program: Produced campus-wide semi-annual literary event, screened and selected student writings and student participants. Designed advertisements, scheduled speakers, & coordinated with A/V department.