Experience

CoreAxis Consulting

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Vice President Learning Advisory Services

  • Jul 2020 - Present



JBW & Associates

• Principal Owner

  • Jun 2020 - Present



Avantax Wealth Management®

• United States
• Financial Services
• 1 - 100 Employee

• Director- Learning & Development

  • Aug 2017 - May 2020



Financial Services, Retail, Textile Manufacturing- Call Centers, Sales & Operations

• Nationwide

• JBW & Associates, Strategic Learning Partner/Corporate Learning Industry Expert & Speaker

  • Dec 2015 - Sep 2017

  Built and lead a profitable consulting practice collaborating with diverse business leaders to design and deliver the highest impact development experiences, programs and tools that produce excellence in customer service and positively impact business results. • Consult with C-suite business leaders providing “out of the box” insights, innovative design proposals and industry best practices to overcome business challenges. • Assess, design and implement custom learning solutions and performance support tools using modern software (Captivate 8, Storyline), microlearning, gamification, virtual reality platforms and traditional training using SAM/ADDIE models. • Develop Measurement & Evaluation strategies, tools and reports to assess impact.



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Learning & Development

  • Jun 2006 - Nov 2015

  As the L&D senior business leader I was relied upon as the subject matter expert and ambassador of education and development to 11,000 employees, managers and executives. A caring, committed and enthusiastic leader who championed innovations in contemporary learning designs that produced dramatic improvements in employee and manager engagement and satisfaction and produce positive financial business returns. • Led the design, implementation, measurement & evaluation and communication for high priority learning initiatives that included; New Hire Call Center & Sales On-boarding, College New Hire Programs, Leader Development and Risk, Quality & Compliance Programs. • Researched, championed and implemented cutting-edge virtual technology, easily accessible single portal for learning, micro eLearning, video, gamification, mobile accessibility, and enhanced LMS capabilities.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Senior Vice President, Learning & Development

  • Sep 1987 - Oct 2005

  An exciting 18-year career that included year over year leadership opportunities across many Bank of America businesses. Businesses supported included: National Mortgage Lending, Consumer Banking, Global, Corporate & Investment Banking, National Business Process Improvement, and Mergers & Acquisitions Change Management. Responsibilities included: - Strategic Planning and quarterly business reporting - Managing performance consultants, design, development, facilitators and logistics - Manage day to day operations and $6M annual budget - Six Sigma certified, led and executed 4 end to end business process improvements and reporting, - Lead planning and tactical support to integrate newly acquired companies into the Bank of America culture (including systems, procedures, policies, etc)



Xerox

• United States
• Business Consulting and Services
• 700 & Above Employee

• Senior Sales Representative

  • Jun 1982 - Aug 1987

  Responsible for all aspects of territory management, new business development, ongoing relationship management and expanding sales with existing clients. Expanded responsibilities also included cross training new sales associates in the Xerox sales model, products and services to ensure a consistent on-boarding experience.. Required diligent time management, client/prospect analysis, cold calling, warm calling and proactive follow-up to ensure customer satisfaction. Consistently met and exceeding quarterly and annual sales goals, while also increasing territory size and client/prospect complexity.