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Click here or scroll down to respond to this candidateCandidate's Name
Home: PHONE NUMBER AVAILABLE Cell: PHONE NUMBER AVAILABLEEmail: EMAIL AVAILABLEhttps://LINKEDIN LINK AVAILABLEOBJECTIVETo continue to train branch and field personnel on all aspects of desktoptechnology, best practices implementing technology solutions for increasedproductivity, client service and efficiency.PROFESSIONAL EXPERIENCEThe Training AssociatesMorgan StanleyTraining Specialist (Consultant) July 2011 - Jan 2016 . Became a Subject Matter Expert on changes to the technology platform. . Delivered software application training for existing Financial Advisors and their team. . Coordinated feedback and provided unique input for development areas. . Analyzed and reported applicable metrics, training impact, field feedback, user experience and escalations. . Provided tailored training approach to maximize the impact with the teams. . Provided coaching support during the technologies pilot deployment phase. . Conducted training discussions in Divisional/Regional meetings with all levels of the field. . Presented at large scale events (200 plus attendees)Core City Investment Group Feb 2005 - May 2011Corporate Trainer . Trained new hires as well as continued education in proper use of Core City's proprietary software. Specialty area small to medium sized brokerage houses. . Developed both instructor-led and self-paced training delivered through a variety of methods including classroom, online, and eLearning i.e. CBT, IBT. . Liaison with Subject Matter Expert's, Product Specialists, and Regional Managers to create and implement superior client and consultant development classes. . Designed and developed learning program materials across different mediums such as slides, interactive scenarios, instructor guides, documentation, etc. . Produced training materials for internal and external development courses that encourage participation in the learning process. . Communicate software suggestions and issues to Product Development teams and/or Release Management teams in a timely manner.Professional Experience (cont'd)SBC Incorporated Mar 2003 - Jan2005Senior Corporate Trainer . Direct stand up teaching (one-on-one or group "classroom" sessions) of SBC's proprietary software programs, computer procedures, and all service standards and procedures i.e. NorthFork Bank/Capitol One, Bank of Montreal, Merrill Lynch, Charles Schwab. . Developed and implemented roll out materials for new initiatives, including human resources procedure changes, and opening units. . Conducted training workshops as part of trainer development function. . Provided significant input on new training program development and existing program revisions. . Analyzed training needs and facilitate both workshops and training programs. . Kept apprised of technical product knowledge, sales techniques and marketing trends. . Prepared training materials, feedback survey forms and support materials.Focal CommunicationsJan 1998 - Feb 2003Regional Trainer . Conducted on and off-site custom training programs i.e. Merrill Lynch, Goldman Sachs. . Coordinated and conducted new hire orientation, as well as on site orientation as needed. . Designed, developed, implemented and delivered corporate and regional exempt/non-exempt training and development programs including writing of presentations, facilitator/participant guides. . Coordinated with Manager of Training and Development to maintain appropriate corporate and regional training and development reports and records. . Maintained Focal's corporate training database with class schedules, registration and attendance. . Conducted Departmental surveys and needs analysis as required. . Distributed resources and self study programs to company personnel as needed and monitor their usage. . Distributed resources and self-study programs to company personnel as needed and monitors their usage. . Coordinated on-line learning registrations for Corporate and Regional EmployeesSKILLS, KNOWLEDGE AND ABILITYExpert knowledge of PCs, IPAD, Microsoft Office, Internet applications,Capitvate, Sharepoint, eLearning, Remote Computing.Sales and Sales Management, Miller HeimanAdvanced ability to recognize and communicate ways to leverage technologyto enhance business practice, efficiency, time management and communicationsystems.Excellent oral, instructional, written and presentation skills.Strong customer service oriented.Highly self-motivatedEDUCATIONNew York Institute of Technology, Major: Business AdministrationCertified Project Manager - Hofstra University |
