Tracy Francis
Math Teacher at Somerset ISD- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
Spanish -
Topline Score
Bio
Credentials
-
Certified Mutual Fund Specialist
Boston Institute of FinanceFeb, 2013- Oct, 2024 -
Series 24 General Securities Principal
U.S. Financial Industry Regulatory AuthorityOct, 2007- Oct, 2024 -
Series 63 - Uniform Securities Agent State Law
Financial Industry Regulatory AuthorityOct, 2007- Oct, 2024 -
Series 7 General Securities Representative
U.S. Financial Industry Regulatory AuthorityOct, 2007- Oct, 2024
Experience
-
Somerset ISD
-
Primary and Secondary Education
-
1 - 100 Employee
-
Math Teacher
-
Aug 2022 - Present
-
-
Science Teacher
-
Aug 2016 - Present
-
-
Women Empowerment Coach
-
Jan 2017 - Present
-
-
Science Teacher
-
Jan 2020 - Jan 2022
-
-
Math and Financial Literacy Teacher
-
Aug 2016 - Jan 2022
-
-
Cheerleading Coach
-
Aug 2016 - Jan 2022
-
-
-
AllianceBernstein
-
United States
-
Investment Management
-
700 & Above Employee
-
AllianceBernstein Training Analyst
-
Apr 2012 - Aug 2016
Managed the design, development and delivery of training programs and blended learning solutions for employee development that aligns with business initiatives. Identified a standard set of basic, intermediate, and advance skill-sets as a foundation for transitioning employees to become fully integrated and functional team members. Designed and developed a strategic training plan targeting employees' skill-sets in an effort to reduce processing errors, increase productivity, and improve consistencies in quality job performance. Designed and implemented a blended training curriculum to include: self-paced, instructor-led, interactive learning, online assessments, and job-aids. Implement graphic design to articulate and simplify the complexities of products and processes. Developed ideal resources and tools to measures the effectiveness of existing and new training material. Managed and ensured all core training requirements are properly maintained and adhered to by department employees. Coordinated training activities with other state and regulatory training done by Human Resources. Served as an internal consultant for Ops management regarding training and educational issues, and conduct training needs assessment on an ongoing basis. Maintained and enhanced the SharePoint site, serving as the SharePoint Administrator for the group. Documented and served as a subject-matter-expert in: systems, operations, products, and implemented processes for improvement. Show less
-
-
-
-
Technical Trainer
-
Jul 2011 - Apr 2012
Designed and developed training curriculums for various job functions, systems, compliance, rules, regulations, and transitions. Facilitated instructor led and remote style training to first line employees to upper-level management and judges. Converted existing instructor-led curriculums to various outputs of remote training (online manuals, web-based/computer-based training, live conference, videos, etc.). Helped manage and maintain our learning management system and training portal. Show less
-
-
-
Bank of America
-
United States
-
Banking
-
700 & Above Employee
-
Learning & Leadership Development Analyst
-
Sep 2006 - Jul 2011
Applied the ADDIE Methodology as a mean to keep projects in scope and on targeted deadlines. Planned and produced designs for instructional materials. Provided instructional design, information building services, and employees' performance development expertise. Ensured the instructional integrity of course development projects through systematic design and clear writing of scripts, narratives, and storyboards. Assisted in assessing the instructional effectiveness of course materials that were produced. Provided methods for learning needs analysis to ensure appropriateness of online instructional materials (Computer Based Training, Web-based Training, Classroom, Self -Training). Communicated frequently and effectively with various project owners to ensure that goals and objectives are being fulfilled. Apply the DMAIC Methodology to trouble shoot and resolve issues that may have arisen. Provided consultation to co-workers in the application of instructional design and the use of instructional technology tools in the delivery of instruction. Planned, developed and taught new processes and systems in the use of specific instructional technology tools. Provided periodic reports on course development projects and any strategic, tactical and operational issues associated with the development of new materials. Show less
-
-
-
Citigroup
-
United States
-
Financial Services
-
700 & Above Employee
-
Phones/Training/Management
-
Jul 1997 - Jan 2006
Client Care Manager Encouraged, motivated and coached staff to perform outbound welcome calls to brokerage clients while adhering to the brokerage policies/guidelines. Maintained timesheets, individual/group performance stats, and Regulatory/Firm Element completion logs. Signed off as SP on investment related forms, correspondence, outgoing email and facilitate mandated monthly/annual Compliance meetings. Developed and trained staff on new or existing products, systems, software applications, processes and policies. Wrote and maintained monthly/yearly performance reviews. Instructional Designer/Manager Implemented NASD policy and procedures in the training curriculum for Citicorp Investment Services licensing products for up-training/new hires. Created, revised and updated all contents to include new SEC regulations, Compliance, product changes and Supervisory principal rules/conduct. Gathered complex information and implemented into models that are based on learning theory, others on the control/management aspects of general systems theory and still others on the analysis functions of general systems theory. Knowledgeware Developer Increased San Antonio Branch and core marketplace productivity from 20% to 100%. Created, revised and investigated National Banking/Brokerage products/procedures for both learning portal and national database (Web). Implemented and created training courses for up-training/new hires. Created/updated the licensing website for easy access to forms and procedures. Created the Banking/brokerage Account Opening certification, giving a thorough explanation of the various products and assisted in implementing new account opening system. Show less
-
-
Education
-
University of Phoenix
Masters of Arts, Education -
University of Phoenix
Masters of Science, Information Systems