Experience

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  ELB Learning (formerly eLearning Brothers)

  • Boston, Massachusetts, United States

  • Learning Strategist

    • May 2022 - Present
    • Boston, Massachusetts, United States

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  John Hancock Financial Services

  • boston

  • Learning and Development Consultant/Program Management

    • May 2017 - Dec 2021
    • boston

    Training and Development consulting and program/project management. Design, development, relationship management, career development and talent acquisition for John Hancock New Business Development.

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  Fidelty

  • Learning Development Consultant

    • Dec 2014 - Dec 2016

    Past position at Fidelity as Learning Consultant supporting learning initiatives for workplace investing at Fidelity.Learning Consultant/ Program and Project Manager - Workplace Participant Services (WPS)• Lead Consultant, Program/ Project Manager for WPS – WI initiatives in design, development, consultation, implementation and evaluation of curriculum. • Segmentation roll-out received acknowledgement for exceptional design and implementation by Sr. Leadership, business partners and ID learning peers.

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  Veritude

  • Boston and Merrimack, NH

  • Communication Director - Fidelity Enterprise Infrastructure (EI) Systems Co.

    • Apr 2014 - Dec 2014
    • Boston and Merrimack, NH

    Developed communications for EI team including Omaha data center migration infrastructure project and Techworks redesigned website.Managed and delivered communication needs.Partnered with performance support teams and executives to support learning needs and develop business and systems products and services.

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  Bank of America

  • Senior Communication Specialist and Learning Consultant and Designer

    • 2005 - Nov 2013

    Responsible for ensuring the development of communications, planning and implementation, along with ongoing strategic focus on building and enhancing clear and consistent communications for the Home Loans and Legacy Asset Services associates and processes. Design, develop and project manage learning programs both instructor lead and e-learning.

  • Vice President, Learning/Curriculum Manager/ Program Manager

    • Nov 2005 - 2010

    Designed and directed curriculum development in support of business needs for GWIM business. Managed Instructional Designers and partnered with Learning Managers/Consultants for program curriculum design in areas of Management/Leadership Development, Sales Skills, Product and New Hire.Program Manager for newly formed College Hire Program including; design, development, implementation, evaluation and maintenance of curriculum. Instructional Designer for learning solutions including e-learning, instructor lead training, performance support mechanisms.Applied learning expertise to drive associate behavioral change and performance improvement. Effectively collaborated with communications and compliance teams for approvals and metrics teams for evaluation surveys.

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  Merrill Lynch

  • Boston and NY

  • Sr. Change Consultant

    • Apr 2010 - Apr 2011
    • Boston and NY

    Part of selected team to manage one of the largest technology upgrades for business and system support of the Merrill Lynch Bank of American transition.

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  John Hancock Financial Services

  • Senior Product and Education Manager, Program Delivery Group

    • Sep 1999 - Nov 2005

    Designed, developed, managed, and evaluated the ongoing effectiveness of training programs supporting the John Hancock Representatives in their sales of Investment Products and Services including:Distance learning programs through introduction of Video Conferencing Network to over 40 agencies. TV Satellite and web learning events on Management, Recruiting, Products, Procedures and Systems. On-line compliance programs delivered to over 2000 field representatives in one week deadline, in line with US Patriots Act government and regulatory mandate.Application training programs on financial software and databases for fact finding, selling systems and investment research. Call center and Management training for new line of business - RIA(Registered Investment Advisor)Partnered with software and education vendors to upgrade and re-design internal Learning Management System to track and deliver e-learning solutions. Collaborated with external advertising agencies to design collateral for marketing and training campaigns.Managed relationship with vendor for State Continuing Education credits process; designed JH internal CE credits procedures and tracking.Aligned with systems analysts in joint application design (JAD).

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  Fidelity Investments

  • Training and Development Manager

    • Apr 1995 - Jul 1999

    Devised infrastructure for training department including; hiring staff, needs assessments, development surveys, program and curriculum development, introduction of alternative type training methods. Implemented on-line course and program tracking system, writer for intranet training web-site. Designed and delivered programs in Professional and Management Development, and Business & Industry Knowledge to technology audiences. Designed and Managed New Hire and College Hire Orientation programs.Managed project to design Instructor-Led and CBT training facilities.Vendor management for external systems and business programs.

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  Brown Brothers Harriman

  • Greater Boston Area

  • Training and Talent Acquisition Officer

    • Jul 1984 - Apr 1995
    • Greater Boston Area

    Short term trading and investment operations, promoted to officer.Designed, implemented and evaluated bank wide training programs along with needs assessment surveys. Produced planning and budget reports. Developed course tracking system with HR database. Delivered instructor lead investment and technology training. Managed external consultant relationships.Implemented College Hire training and recruitment program in conjunction with external vendors. Editor and writer for training catalog, monthly newsletter and resource library materials.