Experience

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  Electric insurance company

  Mar 1997 - Aug 1997

  Licensed p&c agent/client service representative
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  Axa equitable

  Aug 1997 - Oct 2000

  Facilitated new hire training program to prepare operations employees with extensive product knowledge needed to work in the call center and as processors. Conducted quality call coaching meetings with call center representatives. Provided feedback to representatives on how and what improvements to make in their service delivery. AXA Equitable finished in the top quartile in the first year in DALBAR’s Annuity Service Evaluation Program.Reviewed and formulated changes to departmental procedures to improve upon the quality of service provided to clients, agents, and brokers

  • Product Trainer/Training Coordinator

    Oct 1999 - Oct 2000

  • Quality Assurance Supervisor

    Aug 1998 - Oct 1999

  • Client Service Representative

    Aug 1997 - Aug 1998
• 

  Axa-distributors

  Sept 2000 - Apr 2001

  Senior training consultant - product resource group team leader

  Created, coordinated and facilitated a three week training program for new Internal Wholesalers and an extensive seven week training program for new External Wholesalers

• 

  Dalbar, inc.

  Apr 2001 - Feb 2021

  Full sales cycle account executive as well as relationship manager for customized projects. Responsible for every aspect of the marketing and sale of complex syndicated and customized research to senior financial services executives responsible for call center operations, digital strategy and client reporting. Created, maintained and expanded vital relationships with clients in the mutual fund, annuity, insurance, retirement plan Service Quality Measurement Programs

  • Account Executive

    May 2002 - Feb 2021

  • Team Leader, Client Relationship Team

    Apr 2001 - May 2002
• 

  Pegasystems

  Feb 2021 - now

  • Sr. Manager, Enablement Offerings

    Jan 2025 - now

  • Sr. Manager, Tech Training & Enablement Programs - AMS

    Apr 2022 - Jan 2025

  • Business Development Manager, University Programs

    Feb 2021 - Apr 2022