Experience

Redtail Technology

• United States
• Financial Services
• 1 - 100 Employee

• Director of Brand Experience

  • Jun 2023 - 7 months

  The Director of Brand Experience combines fintech, pop culture, practice management, and social topics to create engaging and educational narratives. These narratives connect with both internal company members and external clients and partners, inspiring them to create amazing, memorable, and personal experiences for their staff and clients. These experiences are proven to increase staff buy-in as well as overall client happiness, satisfaction, loyalty, and value.

• Director Of Training

  • Jun 2021 - Jul 2023

  Chandler, Arizona, United States Develop and Implement training and education initiatives, training team management, public speaking and subject matter expert on all things CRM related.

• Lead Subject Matter Expert

  • Dec 2011 - Jun 2021

  Scottsdale, Arizona - Manage incoming calls and emails related to questions regarding products, issues, training, and support. - Build relationships and help prospective users decide if Redtail software is the right fit for them. - Construct and research presentation methods ranging from slideshows to video recordings and live webinars. - Host users training presentations via Go2Meeting webinars. - Travel to national conferences across the country to interact with current users, answer questions, give… Show more - Manage incoming calls and emails related to questions regarding products, issues, training, and support. - Build relationships and help prospective users decide if Redtail software is the right fit for them. - Construct and research presentation methods ranging from slideshows to video recordings and live webinars. - Host users training presentations via Go2Meeting webinars. - Travel to national conferences across the country to interact with current users, answer questions, give presentations on our products, and meet with partners. - Co-designing and running monthly Redtail University training sessions around the country - Co-writing and producing a 200-page, college-level training workbook - Developing and producing instructional videos based on numerous training topics - Traveling around the country for specifically requested "in-office" training sessions

• Managing Training Team Lead

  • Dec 2011 - Jun 2021

  Chandler, Az Working in the training area of financial technology for the past 6+ years with a focus on CRM, practice management, integration, and making the most out of technology for financial professionals. Managing a team of 5 trainers, participating and guiding in forming training content on a case by case basis as well as for broadcast webinars, live seminar trainings, and conference speaking.



Walt Disney World

• United States
• Entertainment Providers
• 700 & Above Employee

• Intern - Operations/Attractions

  • Jan 2007 - Sep 2007