Patrice R.

Experience

• 

  Rosenthal Collins Group-A Division of Marex Spectron: RCG Managed Futures

  Dec 1991 - Aug 1993

  Senior Account Executive

  Open 250+ new accounts, increased client base by more than 50% annually, while brining in excess of $5 million dollars in new assets.Designed, developed and implemented a complete marketing and sales strategy with the goal of increasing the client base by 10% annually. New account development goals were met and exceeded by mining a large database of prospects, developing trustworthy relationships with potential clients, providing accurate marketing material and follow-up via phone, fax or written survey to secure the account. Show less

• 

  Société Générale Futures

  Jun 1993 - Jan 1996

  Content Developer

  Collaborated with five contributing authors to write and publish a daily news wire on domestic and foreign commodity market trading activity. Contributed to writing compositions by interviewing floor brokers and industry experts, in addition to staying abreast of Bloomberg, Bridge and Reuters news wire services. Responsible for editing group submissions and producing final daily copy for dissemination to 250 clients worldwide. Responsible for physical verification of institutional trades, daily balancing of the customer accounts, as well as, resolving trading discrepancies. Created databases to track client and/or prospect data delivery needs and communication protocols. Show less

• 

  Bank of America

  Jan 1996 - Jun 1998

  Financial Analyst

  Performed financial analysis and annual reviews on trust and estate planning portfolios worth an estimated $280 million in nonstandard assets, including partnership interests, oil and gas reserves, insurance and corporate bonds. Developed annual reports, income statements and balance sheets on a case by case basis.

• 

  Marcus evans Group

  Jan 1999 - Jan 2000

  Account Executive

  Responsible for contacting key media contacts, corporate sponsors and corporate decision makers to solicit for business conferences and business seminars on cutting edge business topics. Aggressively prospected, upper c-level management of clients for re-sales in future events using Siebel CRM and Salesforce.com. Leveraged competitive events, association memberships and political networks, as well as internal database contacts and follow-up to market campaigns. Successfully met and achieved sales goals filling up 90% of business conferences netting in excess of $800,000 in gross revenues for the organization. Show less

• 

  Charles Schwab

  Feb 2000 - Feb 2002

  Sr Business Development Specialist/Group Training Lead

  Developed excellent repore with for 28 branch offices in the Midwest region. Delivered financial education to over 1,750 end users; on Siebel CRM, ACT! and Salesforce.com including Financial Advisers, Customer Service Representatives, and Call Center staff. Formulated teaching methodology (individual training, group instruction, demonstrations, workshops, computer tutorials). Developed teaching aides for trainers including instructor guides, visual aids for quick desk reference. Gathered and researched information to write, edit, and format training materials such as training guides and quick reference guides. Prepared PowerPoint presentation slides for classroom instruction. Show less

• 

  Project Vida

  Jun 2002 - Jun 2005

  Project Manager - Capacity Builder

  Responsible for developing the advisory board and fundraising activities. Assembled board packages, annual reports and funder reports. Worked closely with Board of Directors to establish fundraising guidelines. Implemented direct marketing solicitation and communication strategies using direct mail, e-mail, web, and telemarketing channels. Developed in excess of $375,000 annually for HIV/AIDS prevention programs for African American and Latino youth education programming in City of Chicago public schools. Show less

• 

  Bethel New Life

  Jun 2005 - Oct 2007

  Project Manager / Financial Education Coordinator

  Collaborated with senior level executives from Park National Bank and Thrivent Financial for Lutherans to form a hybrid retail banking facility. Prepared project build-out budget and department annual budget of $3.6 million for two consecutive years. Developed and monitored vendor relations/contracts for all events, office equipment and supplies. Lead a training project to design and develop financial literacy training and instructional materials. Responsible for assessing training needs via pre testing and post testing. Responsible for organizing 400+ training events, and training classes. Provided Train the Trainer, and delivered scheduling for 45 volunteer trainers. Prepared training materials and facility rooms for training sessions on a weekly basis. Delivered initial orientations and train-the-trainer sessions. Recruited, hired and supervised a Princeton University 55 Fellow, a team of 45 volunteer financial professionals, three Americorps Vista volunteers and two missionaries.. Show less

• 

  Thomson Reuters

  Oct 2008 - Jan 2009

  Corporate Contract Training Consultant

  Lead migration project managers and sales account teams to facilitate the migration of wealth management customers from legacy products to the client solution, Thomson ONE. Conducted training sessions (instructor-led and virtual classrooms using Webex) for clients on proprietary software applications.Developed training plans for new applications and software updates. Formulated teaching methodology (individual training, group instruction, demonstrations, workshops, computer tutorials). Developed teaching aides (instructor guides, visual aids) Gathered and researched information to write, edit, and format training materials such as training guides and quick reference guides. Prepared PowerPoint presentation slides for classroom instruction. Major strong point, confidently built solid rapport with clients based on sound and broad knowledge of financial markets theory and practice, specific emphasis on wealth management. Invested in extensive travel nationally. Show less

• 

  Morgan Stanley Smith Barney

  Jan 2011 - Oct 2018

  Corporate Contract Training Consultant

  Trainer of Financial Advisors/Wealth Management Advisors and Client Service Advisors. Trained new and current users to use Salesforce, ACT! and other new proprietary applications, including Desktop Enhancements, Portfolio Management, New Account Openings software etc.. Financial Advisors will use this new technology to manage and complete their investment management transactions, i.e. client portfolio management and many other account maintenance functions. Successfully delivered training in-person as well as using desktop delivery with Webex and Meeting to Go. Major strong point, totally adept at confidently building solid rapport with clients based on sound and broad knowledge of financial markets theories and practices. Received several letters of recommendation from senior executives. Traveled nationally from 20 - 70%. Show less

• 

  Amazon

  Sept 2018 - Sept 2019

  Executive Assistant Project Manager

  Supervised team of 25-30 Peopleready employees to develop an Amazon delivery centers.Working with a team to build proprietary robotics systems for new workstations as well as disassembling and repurposing old workstations.

• 

  Great Training, Inc

  Jan 2019 - now

  Independent Contract Trainer Consultant

  Working remotely to develop training curriculum, lessons, and training materials for independent pharma sales reps. Conducting effective Epic end-user training for physicians, other clinicians, and non-clinical staff for coordinated sales and field efforts. Applying knowledge of adult learning theory and flexibility in training techniques to reach audiences of various backgrounds and learning styles. Complete understanding and interpretation of clinical and non-clinical workflows, processes, and terminology to translate information into educationally sound training delivery. Assisting with curriculum development, eLearning and video creation, and knowledge management including the preparation and maintenance of the Epic system training environment, and of classroom materials. Show less