Experience

Templar Advisors

• United Kingdom
• Professional Training and Coaching
• 1 - 100 Employee

• Communications Coach & Consultant

  • Jan 2023 - Present

  Templar helps businesses and individuals enhance every aspect of their communications. We help improve client relationships, executive presence, financial presentations and pitches with advice, training and one to one coaching. Templar helps businesses and individuals enhance every aspect of their communications. We help improve client relationships, executive presence, financial presentations and pitches with advice, training and one to one coaching.



Citi

• United States
• Financial Services
• 700 & Above Employee

• VP - Learning & Development - Private Bank and Global Wealth

  • Feb 2022 - Jan 2023

   Advise and consult on learning solutions for Private Bank and Global Wealth Lead and manage business relationships encompassing senior stakeholders, HR, design, and L&D Facilitate and manage professional development programs to private and associate bankers, directors, investment counselors, investment advisors, analysts Collaborate on D&I top talent program to drive bench strength and professionally develop aspiring diverse senior leaders Spearhead and facilitate change trainings and developmental programs to leadership teams across Wealth  Develop continued learning curriculum for globally new hired analysts  Curate curriculum for analysts and newly conceived Wealth roles within the firm Conduct root cause analysis, credibly challenge, and consult on business solutions

• VP - Learning & Development - Senior Business Trainer

  • Jul 2013 - Feb 2022

   Facilitate, train, manage, and develop new hire and incumbent bankers, managers, financial advisors, and relationship bankers to improve their overall effectiveness on hard and soft skills Lead and facilitate professional and executive development programs  Instrumental in the development and execution of the firm’s Global HQ Experience Center, focusing on acumen, presence, brand building, emotional intelligence, networking, and developing others Strategize, develop, design, and implement curricula and performance support programs ranging from Global Wealth to Operations which align to stated goals and learning objectives Enhance L&D brand on global projects which include managing and strengthening relationships with business partners, stakeholders, various lines of business, and senior leaders  Collaborate on HR Global Cultural Conditions Project; gathering best practices from HR leaders, leading focus groups on what are the most valuable and effective transformational initiatives to embed the firm’s guiding principles Advise on curriculum and strategy as well as facilitate a global onboarding program (Hello Citi!); promoting networking and curiosity through digital platforms (Degreed, Nomadic) while embedding Citi’s core principles and culture for inclusion and growth Lead elite facilitation skill courses in both APAC and LATAM (in Spanish) Collaboratively develop an internal elite facilitation program, creating Degreed pathways, establishing learning objectives and priorities leveraging a blended approach of videos, observation, role playing, and mentorship Cross train and collaborate with Learning Advisor for Global Wealth on content creation and strategy  Adapt learning methodologies to accommodate various audiences across different geographies and cultures Proficient in classroom delivery, virtual, and large scale presentation training courses with various audiences, including senior leaders

• VP - Manager, Branch Manager

  • Jun 2011 - Jul 2013

  **Member of Branch Manager council: leader in assisting other branches achieve their goals by developing innovative, efficient processes**Mentor for aspiring bankers of a Career Development Program developed by the Branch Manager council**Balance quarterly budgets to grow business and consumer relationships efficiently in the community **Achieved better than 110% in overall sales and service scorecard in 2012 (#1 in area)**Ranked #1 in Queens East area in overall scorecard rankings in all categories of sales and service in Sept ‘12**Developed associates promoting a teller to Personal Banker and a PB to Home Lending Specialist



Bank of America

• United States
• Banking
• 700 & Above Employee

• AVP - Manager

  • Nov 2007 - Jun 2011