Experience

Summit Global Investments
• United States
• Financial Services
• 1 - 100 Employee
• Onboarding Lead

  • Oct 2023 - Present


Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Sr. Manager, Regional Center Learning Lead

  • Dec 2018 - Jun 2021

  Salt Lake City Metropolitan Area As Fidelity faced unprecedented hiring demands, led a team of learning professionals nationwide that created and executed a highly scalable onboarding and learning experience for over 5,000 newly hired associates. Worked across different business units to reallocate resources in a more cost-effective way while ensuring Fidelity's world class standards continued to be achieved.

• Manager, Principal Facilitator

  • Apr 2016 - Dec 2018

  Salt Lake City Metropolitan Area Selected as one of four people to lead a newly created national leadership development program. Twelve month learning cohorts for new front line managers supported their transition from individual contributors to team leaders.

• Senior Facilitator

  • Dec 2008 - Apr 2016

  Salt Lake City Metropolitan Area Developed facilitation team member skills through a process of observation, self-discovery and coaching. Conducted high impact learning experiences and in person workshops based on adult learning principles.

• Learning Facilitator

  • Dec 2000 - Dec 2008

  Salt Lake City Metropolitan Area Facilitated soft skill and technical training for multiple distribution channel business partners including regional centers, branches and institutional clients.

• High Net Worth Associate

  • Jan 1998 - Dec 2000

  Salt Lake City Metropolitan Area Supported high net worth retail clients primarily with their service and trading needs.

• Investments Representative

  • Jul 1995 - Dec 1997

  Salt Lake City Metropolitan Area Sales role that focused on matching clients financial needs with potential investment solutions.