Director, Designation Programs

• Mar 2019 - Present

Senior Director, Credentials & Standards

• Nov 2016 - Present

As the Associate Director, Curriculum Development at Advocis, I am responsible for leading the design and development of Advocis' core programs ensuring that the curriculum is current and relevant.- design and develop designation, licensing and certification programs in alignment with learning structures appropriate to financial advisor competencies- engage volunteer committees, subject matter experts, and other organizations- oversee the grading of all narrative response examination questions- accountable for the content validity of assessments in all core programs

Instructor

• Sep 2014 - Present

• Developed learner-centered learning activities to accompany the core curriculum of the Personal Financial Planning and Personal Finance courses. • Utilized classroom assessment techniques to evaluate student engagement and understanding of course curriculum.• Created opportunities for students to practice the essential employability skills within learning activities developed for the classroom.• Incorporated relevant practice into course activities, such as a brain storming session on how to conduct an interview for their first assignment and small-group problem solving practice.

Instructional Designer and Facilitator (Volunteer Position)

• Jun 2010 - Present

- Initiated and designed a comprehensive financial literacy skills program (HomeWORKS) for Habitat for Humanity Halton using the ADDIE instructional design model. Success of the program led to a dramatic decrease in arrears on partner family mortgages and increased awareness of Habitat builds in the community.- HomeWORKS program was introduced nationally at the 2012 Habitat for Humanity spring conference resulting in tremendous interest from Habitat affiliates across the country to adopt the program in their regions.- Trained over 30 facilitators, expanding HomeWORKS program to 6 locations in Halton.

Instructional Designer

• Aug 2015 - Nov 2016

program planning and development of our annual train the trainer eventproject management, needs analysismanage the LLQP curriculumdevelop LLQP course for Primerica recruitsplan, develop, and facilitate regional training events program planning and development of our annual train the trainer eventproject management, needs analysismanage the LLQP curriculumdevelop LLQP course for Primerica recruitsplan, develop, and facilitate regional training events

Senior Financial Consultant and Regional Trainer

• Nov 1997 - May 2013

- Provided executive coaching to people leaders and physicians with a focus on professional growth and transformational learning. Coachees experienced improved decision-making skills and enhanced mental focus both in business and in life.- Developed an interactive training session for financial advisors on physician incorporation. Focused on optimum utilization of the company intranet site and included learning activities such as case studies and a scavenger hunt. Resulted in a greater competency among consultants when advising physician clients on the topic of incorporation.

Senior Analyst

• Jan 1995 - Nov 1997

- Provided pension fund analysis to pension plan sponsors. - Provided pension fund analysis to pension plan sponsors.