Shannon Barry Email & Phone Number

California, United States

Washington, District Of Columbia, US

Santa Monica, California, US

• Redesigned a new global onboarding strategy to create a structured, programmatic experience that exemplified the unique company culture and values.
• Streamlined the onboarding journey and workflow to decrease the ramp-up time to productivity while creating a welcoming, memorable, and engaging virtual new hire experience.

Seattle, Washington, US

• Managed strategic planning and learning content for the sales New Hire Onboarding Program.
• Added interactive learning, reinforcement activities, gamification, role-play, and certification to the virtual learning curriculum, which significantly improved new hire engagement, job performance, and decreased the.
• Created and facilitated learning content for virtual, instructor-led, and self-paced classes on products, technology stack, customer engagement, sales, and leadership development.

San Diego, CA, US

• Responsible for setting the annual learning strategy and managing a portfolio of learning and development programs and projects to meet strategic business priorities.
• Launched annual marketing and communications campaigns and learning resources to promote career development, including launching a digital library platform with 15,000+ items of curated personal and professional.
• Created and facilitated high-quality multimedia training courses to offer an ongoing portfolio of courses, including Leadership, Career Development, Change Management, Annual HR Compliance, and Diversity, Equity &.
• Managed the Learning Management System (LMS) while leading the transition to a new customized LMS implementation and conversion.

Des Moines, Iowa, US

• Managed the design, development, and implementation of the New Hire Onboarding Program to meet strategic goals for the organization and launch a new investment product offering.
• Responsible for creating and driving training initiatives for sales and service new hire training, ongoing targeted development, and skills enhancement programs.
• Launched a new 7-week training program, including designing all learning materials, facilitation guides, experiential activities, role-playing, and coordinating subject matter experts.

New York, NY, US

• Facilitated training on complex investment curriculum and new hire onboarding.
• Partnered with subject matter experts to design and deliver training solutions to maintain current industry regulations and standards of practice.
• Repeatedly recognized and selected for high-impact and high-visibility initiatives by regional and national leadership for using engaging techniques to drive high performance and attain business results.

New York, NY, US

• Responsible for managing a sales team of 25 Financial Advisors and 24 Licensed Personal Bankers, driving and exceeding sales goals for the #1 ranked team.
• Conducted compliance training, quarterly and annual branch audits, trading oversight, and account reviews.
• Created and implemented new hire onboarding training for the Western Region, which resulted in a consistent decrease in attrition and an increase in advisors meeting and exceeding their first-year sales goals.

New York, NY, US

• Provided coaching and ongoing support for financial advisors, bankers, branch managers, and loan officers to increase sales productivity, deepen relationships with clients, and build skill levels to reach and exceed.
• Facilitated training on complex investment curriculum and new hire onboarding.

New York, NY, US

• Facilitated training on complex investment curriculum, sales and service strategies, and new hire onboarding to Financial Advisors, Licensed Bankers, and Operations support staff.

Los Angeles, CA, US

• Facilitated training on complex investment curriculum, sales and service strategies, and new hire onboarding to Internal and External Wholesalers.

St. Louis, Missouri, US

St. Louis, Missouri, US

New York, NY, US