Tricia Fleming

Tricia Fleming Email and Phone Number

Open to new opportunities|Continuing Education|Credentialing|Customer Service|Program Management|e-learning
Tricia Fleming's Location
Aurora, Colorado, United States, United States
Tricia Fleming's Contact Details

Tricia Fleming personal email

n/a
About Tricia Fleming

Tricia Fleming is a Open to new opportunities|Continuing Education|Credentialing|Customer Service|Program Management|e-learning.

Tricia Fleming's Current Company Details

Open to new opportunities|Continuing Education|Credentialing|Customer Service|Program Management|e-learning
Tricia Fleming Work Experience Details
  • Investment Management Consultants Association
    Wealth Management Program Administrator
    Investment Management Consultants Association Jan 2000 - Aug 2015
    Responsible for managing 26 CPWA classes, with approximately 80 candidates enrolled in each class, from application to certification. Attended all classes and acted as an extension of company for the candidates.Point of contact for all prospects and candidates, maintaining relationships with the prospects, candidates and certificants. This resulted in processing about 1000 applications, certifying over 900 designess, Administered class logistics to include enrollment in our Desire 2 Learn platform, walked candidates through navigating the system, completion of course requirements, notifications of deadlines, class transfers/cancellations, graded exams, communication of all class logistics to candidates.Coordinated the class logistics with the University of Chicago, Booth School of Business and with all practitioners on class logistics, presentations, travel arrangements, hotel, honorariums and expense reimbursement.Worked with accounting department and candidates to either complete program, get a refund, reapply to the new program, resulting in more than 800 candidate accounts being resolved. This required perseverance, organization and historical perspective and helped removed old accounts payable issues from the booksManaged the exchange of CPWA certificates changing from “Chartered” to Certified” of more than 200 designees.Managed over 6 different certificate programs with multiple offerings to include enrollment, processing payment, course completion, sending certificate of completions to over 1800 candidates.Tracked participants progress through each program.Created SOPs, Standard Operating Process for Department.Worked on getting programs and conferences approved for continuing education credit with NASBA, National Association of State Boards of Accountancy and CFP, Certified Financial Planner Board.
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  • Phh Mortgage
    Junior Underwritter
    Phh Mortgage Sep 1997 - Nov 1999
    Denver, Co
    Worked with Underwriters to process loan applicationsWorked on gathering all client information to close the loan

Tricia Fleming Skills

Public Speaking Nonprofits Management Strategic Planning Program Development Mutual Funds Leadership Wealth Management Series 7 Customer Service Team Building Time Management Adult Education E Learning

Tricia Fleming Education Details

Frequently Asked Questions about Tricia Fleming

What is Tricia Fleming's role at the current company?

Tricia Fleming's current role is Open to new opportunities|Continuing Education|Credentialing|Customer Service|Program Management|e-learning.

What is Tricia Fleming's email address?

Tricia Fleming's email address is tf****@****mca.org

What is Tricia Fleming's direct phone number?

Tricia Fleming's direct phone number is +130377*****

What schools did Tricia Fleming attend?

Tricia Fleming attended Queens College, Calhoun High School.

What are some of Tricia Fleming's interests?

Tricia Fleming has interest in Social Services, Children, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights, Animal Welfare, Health.

What skills is Tricia Fleming known for?

Tricia Fleming has skills like Public Speaking, Nonprofits, Management, Strategic Planning, Program Development, Mutual Funds, Leadership, Wealth Management, Series 7, Customer Service, Team Building, Time Management.

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