Delivered training prospectus for proprietary computer and platform training in conjunction with large-scale conversion project to users at numerous efficiency ability levels to Doctors, Nurses, PAs, Lab Assistants and Staff with varied operating systems, procedures and hardware requirements to multiple office locations across the SouthEastern US.Follow-up with offices and reporting matrix completed for analysis.

MORGAN STANLEY (Contract 3/2012 - 4/2017)SDM – Service Delivery Manager (10/2015 - 4/2017)Tasked with providing hands-on support and training to branch offices; helped resolve problems and would engage necessary outside resources to solve escalations. Helped train teams as needed. Used ServiceNow ticket application to create, resolve and report issues.BUSS - Business Unit Service Specialist (1/2013 - 4/2014)Provided 100% remote, specialized support as part of a high-level boutique help desk for financial advisors.Initially started supporting Manhattan; responsibilities eventually grew to support other parts of the US.National Software Trainer (3/2012 – 11/2012) (4/2018-7/2018)Involved in five key projects that included the largest Wall Street merger. Trained Financial Advisors and CSAs on Microsoft Office and proprietary software (3D), containing financial, personal, and contact management models. Position required 100% travel to office locations nationwide for on-location platform, one-on-one and virtual training for 3D roll-outs. Trained the #1 financial advisor sales team in the country. Designed and developed training for specific groups. Initiated new training sessions based on group needs, leveraging Instructional Design Techniques.  Held unofficial title as a “troubleshooter” for the company; flown into various office locations to fix and resolve critical issues and problems. Key member of Special Team providing virtual support to Manhattan and Southern Regions. Included trouble-shooting, training, reporting, and presentations.  Used ticket application (ServiceNow), to research issues and prepare reports for branches, complexes and supervisors.

Virtual Trainer to CPA firms on Tax and Accounting Software. Encompassed scheduling, performing virtual training and reporting.

Software and Procedure Implementation and Trainer for new POS and Back of House. National travel for various waves on the Consumer First (C1) project.

Senior Trainer – Software, Sales, ProceduresAccomplished, self-motived and highly-driven Senior Trainer/ Software Implementation Specialist including but not limited to Software (Proprietary and B2B), Sales, and Procedures. Combines an outgoing and engaging personality with the confidence to absorb complex applications and propriety software; able to seamlessly transmit it in laymen’s terms to a diverse group of end users. Possesses a variety of industry experience including in the financial, real estate, medical, telecom and sales. Consistently leverages a hands-on training approach that encourages active participation and engaging dialogue. Developed an excellent reputation as a subject matter expert with a sharp wit and a keen sense of humor. Key Skills & Expertise Technical Training & Delivery  Client Relationship Management Virtual Technical Support  Strategic Planning & Leadership  Strategic Business Planning  Creative Problem Solving Client Instructional Design  Program & Policy Objectives Technical Needs Analysis Business Skills & Applications  Exceptional Written / Communication Skills Emotional Intelligence (Myers Briggs, DISC)

Company doing IT and Software consulting for small to mid-size companies.

Work with clients and Investors to find/seel their personal home, vacation home, rental/investment properties that fit their needs, niche properties and pre-sells. List and sell homes, land and whatever!I can also refer you to someone in company like mine-local and service oriented anywhere in the country or world!

Involved in merger of two largest financial companies; training on proprietary software, along with Microsoft Office via classroom presentations and one-on-one training. National project with 100% travel.End User Support (Manhattan and Southern Region) and Liaison; Virtual training and problem resolution as a BUSS (Business Unit Service Specialist) and on-site evaluations.

Telecom National Project Co-Branding/ Sprint / Radio Shack Joint Venture; Software and Sales Training and Facilitating.Point of Sale software, Retail virtual tools, processes, soft-skills and sales. 2 week terms in various cities throughout USA.

Worked in Residential real estate for over 7 years and Commercial real estate before that allows me to help clients evaluate not just the home they want but hopefully an investment. I work at all price points from $90k to $3M and all sorts of sales; regular, short sales, foreclosures. I enjoy helping clients through the maze of home-buying and making a solid choice during this time.

Rookie of the Year 2003; Listing and Buyers Agent in Charlotte Metro, Union County, NC and Fort Mill, SC. Internet Project to increase Alexa rating and presence with a high rate of success resulting in increase calls to our company which attributed to revenue flow increase.. Agent and Staff Training.

Corporate training for AT & T, First Union, Real Estate Companies, Health Care Project Software, National Project Managers for Capsugel; Microsoft Project, Set up Procedures, Decided on software, Installed and Implemented; Hired and Trained staff. Trained for Adult Training at CPCC (Central Piedmont Community College- top ten Junior Colleges in nation) for their Adult Corporate Training Unit and some classroom.

Audited Leases, brought in Yardi Software, converted all accounting to Yardi, Reconciled Bank Statements, Financial Reporting to Partners, Hiring and Training Staff. CAM Reconciliations, Immediate increase in revenues which continued due to putting CPI Increases, etc.into Yardi for correct charging.