Assisting clients to achieve their financial goals and enjoy the retirement they deserve.

• Managed all projects associated with training programs, working with stakeholders to verify deliverables are met and within deadlines• Communicated simple, clear, concise project updates to stakeholders, executive leadership and colleagues• Collaborated with executive leadership, colleagues and stakeholders to effect positive change and promote educational innovation, such as the use of simulation and artificial intelligence, learning management systems and online learning opportunities • Utilized Bloom’s Taxonomy to design and develop customized curriculum for learners based on unique needs and learning outcomes • Managed new training programs from inception while advancing established programs based on local, state, national and industry trends • Increased customer base by 40% within 18 months of project assignment• Increased profit growth to ~30% per customer while achieving nearly 100% client satisfaction• Exhibited leadership by confirming training programs meet industry standards, coaches approximately one dozen subordinate team members regarding product delivery and procures resources to ensure availability of necessary tools• Managed and assisted in delivery of course material including face-to-face, online and hybrid formats• Coordinated and hosted online and in-person roundtables and workshops to increase brand awareness, customer engagement and industry participation• Managed budgets for ongoing projects, including securing grant funding• Utilized analysis of industry markers with end goal of reducing waste and improving client experience • Collaborated with corporate partners and subject matter experts to provide customized curriculum and training • Routinely conducted quality assurance to evaluate efficacy of instructional and training programs while making recommendations for improvement

• Managed caseload of learning and development projects to provide training opportunities to a diverse group of learners• Worked with senior leadership and colleagues to maintain record of high-quality service and educational innovation, such as the use of simulated artificial intelligence and online learning management systems • Recruited, trained, and coached individuals for “roleplaying” instructional experiences for a varied group of learners• Developed customized instructional modalities for online learning through Blackboard Learning Management System • Designed customized instructional trainings for learners based on unique needs and learning outcomes• Managed quality assurance measures to achieve alignment with industry best-practices and positive learning outcomes • Engaged in documentation and records management to meet compliance requirements for assigned projects • Coordinated with multidisciplinary team to modify, tailor and specify individual client’s milestones of achievement and individual benchmarks• Routinely assessed quality, efficacy and impacts of training programs while making recommendations for improvement• Advised and collaborated with multiple areas within the organization to assist clients as necessary

• Engaged in records management necessary for past and ongoing human studies• Provided fitness and health related educational sessions for patients as well as communicating specific goals to meet patient needs• Coordinated with multidisciplinary team to modify, tailor and specify individual patients plan of care, milestones of achievement and individual benchmarks

• Provided professional enrollment services to potential, current and former students of the university as well as recordkeeping duties for enrolled students• Advised and collaborated with multiple academic areas within the university to assist students as necessary

• Provided academic and professional guidance to students concerning professional and educational goals, as well as formulation career plans and benchmarks for success• Identified educational options for students to complete degree programs• Monitored academic progress of students, provided guidance on campus resources and policies and assisted multiple student organizations in operations and logistics• Undertook recruiting and marketing responsibilities with the goal of achieving specific key performance indicators

• Led the preventative care, evaluation, and rehabilitation function for over 500 student-athletes• Oversaw budget and allocated resources in order to optimize operations• Supervised contractors• Recruited, hired, trained, and managed student workers• Led annual in-service training events for employees• Routinely implemented and/or modified policies, procedures and protocols to promote student-athlete safety

• Served within a unit focused on preparedness in a federal military agency• Trained under high-stress conditions to effectively lead soldiers• Excelled in embodying the battery’s core values and received two commendations during Basic Combat Training

• Supported the preventative care, evaluation, and rehabilitation function for over 500 student-athletes• Provided customized medical care to student-athletes• Recruited, hired, trained, and managed student workers• Routinely implemented and/or modified policies, procedures and protocols to promote student-athlete safety