Experience

• 

  Kentucky Chamber of Commerce Foundation

  • United States
  • Non-profit Organization Management
  • 1 - 100 Employee

  • Executive Director, Workforce Center

    • Jul 2021 - Present

  • Talent Pipeline System Director

    • Jul 2020 - Jul 2021

    Engineered and executed “Kentucky’s Talent Pipeline,” a $1 million, grant funded public-private partnership aimed at leveraging technology and data to build innovative workforce initiatives needed for continued economic growth.

  • Talent Pipeline Project Manager

    • Sep 2018 - Jul 2020

• 

  Fidelity Investments

  • United States
  • Financial Services
  • 700 & Above Employee

  • Learning and Development Sr. Manager

    • Jun 2006 - Jul 2017

    • Consulted on quarterly projects and initiatives for classroom and virtual trainings to improve overall business results and employee engagement• Analyzed and evaluated learner needs on a quarterly basis to improve overall training experience• Provided instructional design consultation and program management for training programs on a quarterly basis• Built and maintained a consultative relationship with 20 + business leaders from Vice Presidents to Front Line Management• Interviewed, observed and mentored associates on a regular basis

  • Facilitator

    • Aug 2009 - Aug 2011

    • Executed on-boarding and initiative training programs for both in classroom and virtual trainings Achieved a 100% top box score from participants attending virtual and classroom trainings in over 50+ training classes• Observed and provided feedback to peers to enhance their facilitation skills • Completed the Manager Development Program which resulted in additional leadership skills and abilities

  • Investment Manager

    • Nov 2006 - Sep 2009

    • Identified, executed and followed up on customer financial needs with an opportunity to gather client assets• Top 20% of sales associates for managed account acquisition• Educated clients on various investment strategies and worked with them to develop financial plans, which resulted in being in the • Ranked in the top 10% of all sales associates through customer satisfaction surveys

  • Financial Services Representative

    • Jun 2006 - Nov 2006

    •Answered inbound calls from clients and focused on building a Fidelity client relationship• Provided expertise related to retirement, taxation, and the markets and all the products and services that we provided which resulted in achieving top referral results• Answered customer inquiries which included executing trades, account distributions and basic account information