My focus is to create and implement enablement strategies, methodologies, processes, systems, and infrastructure that increase the knowledge and utilization of Fidelity Charitable offerings for our advisors.

-Created a new L&D strategy and on-going annual strategy process, linked directly to business metrics.-Stakeholder management across HR and business leaders to strategically identify business needs with highest potential of behavior impact.-Led & deployed New Hire program business-wide - first ever Fidelity Charitable standardized onboarding, with ~30% reduced onboarding time.-Evolved all L&D assets with data-centric content meeting Fidelity Accessibility Requirements, improving speed to proficiency and quality scores.-Created & launched new internal business offering, influencing Fidelity Charitable Giving Accounts KPIs.-Managed & fully migrated L&D team to new Agile working methodology.-Expanded L&D offerings from silo function offering to business wide partnerships.-Employee Engagement Committee member, focused on improving networking, inspiration, collaboration and morale across the entire business.

-Accountable for roadmap and implementation of new and existing learning solutions of LMS, eLearning, Video, peer to peer, Survey/Assessment, that includes: product management, all aspects of implementation, ongoing evaluation of frequency of use, appropriateness, and recommendation on retirement of solutions and replacements -Led enterprise learning solutions in multiple contexts, spanning multiple vertical and horizontal business units-Partnered with the Design Consulting team on solutions for their clients to improve and evolve existing processes-Provided consultation services that includes needs analysis, design recommendations and information architecture point-of- view for content -Incorporated innovative and contemporary learning methodologies using cutting-edge technology (embedded learning, immersive learning paths, gamification, video, peer to peer learning , adaptive learning, social learning social communities, and feedback loops)-Influenced the organization and incorporate change management best practices-Ensured strong alignment of learning offerings to company strategy mapVirtual Reality Experiences-Deployed first of its kind Virtual Reality experience to New Hire program in May 2020 for 140 users during initial WFH time, with mention in Wall Street Journal.-Helped design, acquire, support hardware and software in the Virtual Reality ecosystem.-Member of FI’s VR community to continuously explore further opportunities. Agile, Design Thinking and others-Agile People Practices & Skills Associate Advisory Board member.-Coached and taught Design Thinking sessions with Fidelity Center of Applied Technology.-Utilized AGILE frameworks to project management in sync with BU strategy-Leveraged Design Thinking principles across all aspects of customer consultancy-Member of Texas Vitality Task Force, influencing change culture & behaviors across region.

Boutique blended learning solutions for customers, with focus on competency based educationDeveloped EPSS based learning for SaaS business intelligence software, with regular updatesDeveloped asynchronous soft skills courses, using ADDIE modality

- Designed Balanced Scorecard Strategy map to deliver quality services to global customer base. - Created high-level business KPI target and measurement frameworks for increased Content Consumption & Active Customer base- Facilitated formalization of Standard Operating Procedure to ensure uniform quality across all services. - Designed Management Information Reporting systems providing high-level intelligence to C Suite.- Overhauled new customers on-boarding & customer retention workflows resulting in increased revenue- Initiated new Customer Satisfaction metrics leading to improved customer engagement. - Collaboratively conducted Beta testing of new custom in-house platform with 800+ testers- Organized customer engagement and relevant strategic internal marketing driving

-Designed, created, managed and developed 1st global ISO 29990 certified Corporate Academy in Shipping, Logistics, Marine industry resulting in ISO quality standard learning assets. -Fiscally responsible for $1 million annual budget resulting in 93%+ budget accuracy.-Co authored Balanced Scorecard strategy map and relevant KPI's delivering learning to 5000+ knowledge workers in 70+ countries and 350+ offices. -Presented Corporate Academy quarterly results 3-4 times annually to Governance Board, including Chairman, Vice Presidents and senior C Suite executives. Explained successes, challenges and upcoming projects. Discussed department strategy, execution and business growth models resulting in project negotiations and senior management support. -Provided direct subject matter expertise to Regional Vice Presidents and C Suite executives to develop learning assets for their business strategy. -Investigated, assessed and resolved course production issues resulting in timely asset delivery -Managed high performing teams and 30+ people, with annual performance appraisals. -Developed an automated database application to identify customer patterns. Resulted in increased sales, improved learning compliance, increased HQ financial revenue, evolved management information reports leading to new business strategies. -Co-authored ISO calibre SOP documentation covering full department operational facets.-Managed annual Employee Engagement Satisfaction survey, conducted to 5000+ employees. Collaboratively created custom reports for Chairman, President and Regional VP's on their State of the Industry. -Identified resource requirement and skills gap for department. Responsible for interviewing and hiring. -Full project life cycle using the ADDIE model, delivering measurable on-site work results. -Customized learning solution for applications that had no online training available. Net results: Improved learning. Shortening on boarding. Measurable global savings.

- Implemented Balanced Scorecard strategy map to day-to-day operational actions. - Regularly met and exceeded all company KPI’s, leading to stretch targets for team.- Drove performance management, process management & strategic objectives - Planned and anticipated project challenges. Juggled and prioritized multiple projects, taking a broad global & commercial view of complex projects.- Created evolving internal processes to drive strategic outcomes.- Coached new team of Business Development Manager, Human Resources Development Executive, and multiple external contractors. - Applied management and technology-driven development methodologies to the e-learning environments for 300+ offices in 60+ countries- Communicated with and influenced C Suite managers and Directors. - Trained internal staff and communicated technical concepts in a non-technical way.- Standardization of all work process to ensure optimal services

- Commenced and managed GAC’s first global LMS resulting in centralized learning to global constituency. - Developed new relationships with internal customers in diverse global locations and multiple organizational tiers – General Manager, Line Managers, Finance Managers, IT Managers.- Guided users and provided expertise to current and prospective participants to ensure timely feedback customer-focused feedback. - Day to day operational management of all technology based processes exceeding targets- Supported performance management and strategic objectives of the business through Balanced Scorecard.- Created, developed & launched GAC’s first global New Employee Orientation courses- Exceeded financial targets by 160% in first year of new business- Initialized and managed open-source technologies in conjunction with commercial products for an innovative solution.

- Budgets: Managed annual planning and budgeting (Capital, Expense) of projects including eLearning platforms, multiple content procurement methodologies. - Research: Researched, evaluated and presented projects by developing and presenting business models/cases to executive management with education-benefit analysis and learning metrics based on pedagogical principles.- Multi-discipline: Managed projects and required deliverables by working closely with a team of stakeholders (Graphic Design Team, Instructional Designers, SME’s & IT Departments).- Project Administration: Worked with technical personnel to manage project scope, schedule, budget, risk and to develop task level estimates.- eLearning Lifecycle Knowledge: Familiar with various stages of an eLearning platform development lifecycle and the underlying concepts(e.g. systems analysis, design, development, testing and deployment). - User Requirements: Gathered, quantified, and translated user requirements into plans and tasks to deliver desired functionality. Conducted various Needs Assessment and Skills Gap analysis.- Risk Management: Identified and mitigated risks, successfully resolved client, internal, vendor issues.- Best Practices: Applied best practices (e.g. ADDIE) throughout project lifecycle (initiation, planning, execution, controlling and closeout).- Quality: Monitored quality standards, drive efficiencies for future projects and maximize success. On time delivery of eLearning projects with focus on quality.- Instructional Design Experience: Expert in online and Instructor-Led-Training pedagogical principles and multiple instructional design principles vital to effective learning. Designed and developed multiple storyboards for customized in-house course development.- Customer Satisfaction: Measured, improved and built upon success in Customer Satisfaction.

Developed multiple high quality in-house multimedia enriched customized courses.Worked with 3rd party content providers.; Systematically developed CBT and paper-based WebCT training material for asynchronous WebCT course creation. Prepared 35 Macromedia Captivate tutorials and paper-based counterparts for novice and intermediate college faculty users. Performed informal needs analysis and target audience characteristic survey. Worked directly with WebCT Certified SME to design and develop training material. Supported college Faculty Resource Center with OTJ training. Ensured project completion within budget and on schedule.Achievements & Accomplishments:Created training to meet objectives to increase WebCT usage amongst college facultyDesigned and developed multiple platform asynchronous WebCT faculty training.

Headed design and implementation of curricula for the Fairfax Institute, a new educational branch of IIIT (a VA based research think tank). Performed detailed Needs Analysis for class offerings to target audience. Designed and developed learner-centered courses and instructional materials for institution faculty. Worked collaboratively with technical experts, media specialists, web designers, and others to develop course materials and other related deliverables. Provided consultation and aided in implementing asynchronous and synchronous course design for distributed teaching and learning. Worked directly with faculty to develop, deliver and support web-based instruction. Supported Learning Management Systems (LMS), Web page design, use of audio and video technologies (including conferencing, multimedia, and other technology resources) that supported teaching and learning. Ensured all projects are completed within budget and on schedule.

Responsible for running test cases on different platforms to test upcoming software edition. Verified and reported any bugs found in testing with aid of debugging tools. Debugged and fixed porting problems on Windows NT platform. Designed and implemented test cases to validate code in upcoming software edition. Learned and utilized Fortran to debug software. Communicated between departments on progress of debugging and testing.