Experience

AMT Training | Training The Street

• United Kingdom
• Professional Training and Coaching
• 1 - 100 Employee

• Senior Client Services Manager

  • Apr 2014 - Present

  • Organize and manage continuing education, intern, analyst and associate programs for the US location totaling over 100 programs per year.• Work with major clients in Investment Banking, Hedge Funds, Private Equity, Retail, and Law Firms to ensure training programs are executed seamlessly with some programs totaling over 500 participants. • Keep track of all training program tasks and budget using Excel.• Keep accurate records of all contacts and information sent including agreed deliverables.• Maintain account and opportunity updates on Salesforce.• Assist trainers with composing outlines.• Production of monthly, quarterly and annual analysis and sales reports with accuracy of data checked against Salesforce.• Ensure training events are correctly scheduled, logistics are confirmed, materials are delivered in a timely matter and clients are properly invoiced by working with an internal scheduling department, materials team and finance team.• Client inter-facing throughout the program to ensure each program is set-up correctly and client’s needs are met.• Ensure that the trainer has all available information to deliver an excellent training program.• Participate in debrief meetings with clients to evaluate past programs and strategize for future programs.• Recognize further opportunities and work with trainers and clients on development plans and budgets.• Manage summer interns and office support staff in the New York office.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Training Coordinator Associate

  • Jul 2007 - Apr 2014

  • Documented Training Coordinator processes and systems in the form of a training manual. • Responsible for training new Coordinator hires (full time and temporary).• Assisted with the design, development, and execution of new hire programs across all business units.• Assessed and measured effectiveness of programs to ensure cost effectiveness and improve efficiencies.• Created electronic feedback evaluation forms.• Produced metrics and feedback analysis that was presented to business unit stakeholders.• Managed budget and cost tracking, including invoice processing.• Managed logistics for meetings, luncheons/dinners and events.• Managed training program logistics, including: Support services such as conference center, multi-media, catering and facilities.• Prepared materials for classroom and electronic distribution.• Maintained the Learning Management Systems (LMS) with appropriate course details, rosters/attendance.• Secured building access for external vendors.• Partnered with Technology teams for classroom requirements. • Prepared contract Schedule Authorizations working with the Legal Department to ensure proper contractual agreement between Morgan Stanley and external vendors.• Processed I-9 forms for new hires.



Michael Page International

• Executive Assistant

  • Oct 2005 - Jul 2007

  Provided high level administrative support to the CEO and to the directors for an international recruitment firm.Coordinated domestic and international travel for the CEO.Worked extensively with MS Word, Excel, Outlook and PowerPoint to prepare presentations, correspondences, maintain databases, compiled reports and maintained calendars.Prepared and audited expense reports for the CEO and the directors.Maintained and tracked personal expenses for the CEO.Coordinated office functions, luncheons, personal events and travel arrangements for the CEO.