Experience

• 

  Ford motor credit

  Mar 1996 - Mar 2000

  Collections agent

  Worked directly with customers to resolve delinquent loan accounts, negotiating effective payment plans and recovering thousands of dollars in company profits. Processed lease terminations.

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  T. rowe price

  Aug 2000 - Oct 2005

  Senior retirement specialist

  Provided guidance for participants enrolling into 401(k) plans and performed securities transactions. Educated participants on industry regulations, requesting loans, and tax impact of distributions. Trained new staff on processing of retirement plan requests, industry regulations, and department policies/procedures.

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  Pwc

  Oct 2005 - Jun 2011

  Instructional Designer / TrainerSpecialtiesInstructional Designer/ Corporate Trainer. Design and deliver technical training workshops and materials to support call center representatives. Contributed to and maintained knowledgebase for call center reps to provide customer support for technical and expense inquiries.

  • Senior Knowledge Associate US IT - Training Lead

    Jul 2008 - Jun 2011

  • Global Financial Systems Support Specialist

    Oct 2005 - Jul 2008
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  Raymond james & associates, inc

  Nov 2010 - now

  Serve as the training and education lead for the Raymond James Technology organization. Work with the IT Executive Team to develop and implement strategic direction for training and talent recruitment. Interface with third party providers and vendors to identify and deliver cost-effective training solutions to reskill and upskill talent. Identify new training providers, training tools, and maintain existing resources and vendor relationships as required to meet changing business needs. Oversee the training budget and communicate past, current, and projected use of training dollars to drive executive business decisions. Drive the technology talent pipeline strategy for interns and recent college graduates. Oversee all recruitment process functions, program development, and implementation. Show less Course Developer and Training Consultant providing guidance on the appropriate learning solutions to meet client and business needs including New Associate Development, Customer Service, Financial Planning, and other areas of Continuing Education. Development initiatives include working with authoring tools to create Just-In-Time technology and informational overviews, Instructor-led training, and e-Learning solutions to meet departmental and industry compliance requirements.Management of projects and collaboration among business units for integration efforts, program development, facilitation of training, measurement, and project completion.Certified Development Dimensions International (DDI) facilitator. Development and facilitation of training for new talent acquisitions and emerging leaders. Show less

  • Manager of Technical Education

    Aug 2014 - now

  • Instructional Designer

    Nov 2010 - Aug 2014