Established a core client engagement framework to assess and meet the ongoing learning needs for over 6k global employees ranging from new analysts to executive leaders: Promoted from Vice President to Executive Director within 5 years of date of hire. Managed a team to design and administer curricula; ensure their career development. Designed a case-based integration program that equipped new hires for the Firm’s roles and culture. Designed an experienced hire orientation program and welcome guide to assimilate new lateral hires. Created curricula that drove business, professional and leadership skill development. Facilitated leadership offsites and partnered on next steps for team and business improvements. Implemented performance measures and a reporting framework that resulted in improved learning. Developed an L&D deployment strategy to transfer knowledge to new employees in remote locations. Managed relationships with vendors that ensured efficient delivery of courses and programs.

Managed a business start-up that specializes in wellness coaching, education and consulting for individuals and corporations: Coached individuals and developed curricula that drive critical awareness about nutrition, fitness, and lifestyle Contributed wellness packages, programs and services to various charity auctions Managed relationships with clients and business partners that ensure ongoing client satisfaction and sale of services Managed the daily operations including budget and expense management that contribute to ongoing business performance Designed and launched a website and other related marketing materials (brochures, logo, newsletters, promos, social networks, blog, ads, articles, media interviews) that increase awareness and interest for programs and services

Managed internal client relationships by providing value-added learning, development and other strategic solutions: Managed, designed and developed an experienced hire orientation program, corresponding information sessions and system user manuals to equip over 2,000 employees in Global Markets with industry knowledge; Managed Internal Consulting Services (ICS) entry-level program, coached participants and wrote performance reviews that equipped 70 Analysts for Corporate Resources roles; Managed relationships with vendors that ensured efficient delivery of courses and programs; Implemented project tools, performance measures and a reporting framework that resulted in improved learning

Managed external client relationships by providing value-added financial services application solutions: Designed, developed and managed a corporate-wide training program to equip all employees with financial services and technical knowledge and all clients with product knowledge; Created data sheets, presentations and other related marketing materials for defining Avistar as the enterprise video solution for content creation, distance learning and various business functions in financial services; Coordinated and facilitated cross-client product development forums and interviews that enhanced product quality, increased product sales and most favorable customer satisfaction; Managed relationships with public relations firms and other vendors to establish Avistar as the leader and potential partner in enterprise video collaboration for financial services

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