Design, develop, and deliver customized business acumen and leadership development learning solutions using business simulations (in-person and virtual) to enhance decision-making and performance.
• Facilitate Brandon Hall award-winning business acumen component of global professional services firm's onboarding program. Specialty - helping professional services firms, consultants, and salespeople understand their external client's business and challenges enabling them to increase their credibility as trusted advisors.
• Courses facilitated in - business and financial acumen, strategic planning, critical thinking, front-line leadership development program, executive leadership group coaching, and agile leadership and strategy.

Managed and co-managed all activities of the Leadership & OD practice including marketing, business development, and program management, research, and design.

Managed all activities of the Center for HR and Leadership Development (executive and professional education), including marketing, business development, and program research and design.

Adjunct Professor – Management Department 2014 – 2017 Developed syllabi, curriculum, content, and engaging classroom activities to stimulate learning and proactive involvement in the classroom. Instructor rating (3.64 / 4.0) consistently above department and college averages.
● Associate Director – Corporate Relations and Executive Education 2011 – 2017 Successfully managed $600K executive education client relationships and programs. Designed and proposed integrated and experiential custom solutions, including winning 15 proposals. Assisted with the redesign of the competency-based MBA curriculum, serving on task forces, co-curricular teams, and recruiting initiatives.
● Designed, developed, and co-delivered customized executive leadership development program (4.8 / 5.0) for a leading global hygiene and health company. Enabled client to make better business decisions and to understand its ROCE metric, its drivers, and ways to improve it.
● Professional History (continued)

Led the delivery of global leadership programs and employee courses for the eastern U.S. region, including instructor scheduling, delivery, marketing, communications, enrollment, and administration. Provided strategic thought processes to business units, overseeing projects from concept to completion.
• Facilitated the regional implementation of global senior leadership development strategy and organizational change sessions. Enabled leaders to translate strategy into action, aligning organizational capabilities, leveraging systems, and prioritizing talent gaps to secure and fulfill the forward-thinking vision. Incorporated leadership assessment and reinforced strategic initiatives of being integrated, scalable, and global. Supported business issues of integration, change, excellence, and customer focus.
• Created and delivered a revised executive onboarding program in partnership with another director. Boosted collaboration among cohorts and increased the effectiveness and efficie

Successfully implemented Total Merrill integrated solutions as a trusted business advisor using a consultative approach

Contributed to 4th largest complex’s growth with annuitized business (production credits – 92%, assets/liabilities – 70%) and average of 5 banking/electronic services per household

Developed a long-term financial advisory relationship with families, professionals, executives and small businesses

Obtained FINRA Registrations (Series 7 and 66); Insurance Licenses (Lines - Life, Health, Variable Annuity, Variable Life)

Received extensive internal (including ML senior executives) and external training and professional development

Designed, developed, and delivered custom management learning solutions to over 7,000 executive, managers, and staff utilizing business simulations in the areas of business acumen, leadership, project leadership, and sales.
• Served as a senior consultant on SMG's largest and complex client project. Led Fortune 10 aerospace company senior executives at a 2-week long education leadership program via varied business simulation exercises, resulting in improved skills of executives and incremental client revenue of at least $84M.
• Directly managed 4 accounts and collaborated on 12+ business development initiatives for new and existing clients, including building relationships with Fortune 500 corporations.
• Managed 279 learning and development programs, including Finance for the Non-financial Manager (82), Strategy (16), Business Acumen (91), Leadership/Management (27), Business Acumen and Leadership (26), Project Leadership / Management (14), Business Acumen and Project Leadership

Delivered numerous tailored communication skills training programs to over 20 diverse clients (line and staff positions) enabling them to improve their ability to organize and deliver group and individual communications using effective visual aids, analyze stakeholders and control questions and answers

Advised 24 C-level executives and managers on an individual basis, assisting them to strategically organize and effectively deliver persuasive and informative communications, including capability presentations

Recruited, trained and managed 12 communication skills program coordinators

National Accounting & Auditing Professional Development (NAAPD)

Researched, designed, and developed management development, general business, technical accounting and auditing training programs for 8,000 professionals

Obtained Certified Public Accountant (CPA)

Supervised and trained staff of 2 in performing audit (including computer applications) of $188M commercial bank and its mortgage banking subsidiary and provided value-added recommendations to management

Performed the pricing, closing, private placement and updates of various collateralized mortgage obligations and whole loan transactions for over 10 clients; contributed to Structured Finance Group’s efficiency and 250% growth in 3 years