Dynamic Senior Training Specialist with a proven track record at Morgan Stanley, enhancing employee performance through innovative training programs. Skilled in training evaluation and coaching, I foster a culture of continuous learning, driving productivity and engagement across teams. Expert in adaptive learning strategies, I ensure training effectiveness aligns with organizational goals.
Overview
27
27
years of professional experience
Work History
Senior Training Specialist
Morgan Stanley
800 Newport Center Dr # 500
03.2013 - 03.2024
Created and managed training practices to maximize productivity and efficiency using the firm's technology tools
Acted as the Lead Trainer during the 2012 Morgan Stanley Smith Barney conversion and integration of 17,000 financial advisors, 7 million accounts and one trillion in assets
Participated in the interviewing and onboarding of additional Training Specialists
Worked with management teams to promote firm initiatives by teaching advisors and staff how to leverage technology to assist in retention, recruiting, revenue growth, and profitability
Managed communication between internal software developers in New York and the Pacific Northwest regional branches to help improve the experience of the branch teams
Worked with Complex Management Teams to recruit at VIP Events
Assisted in onboarding of new recruits with $998 million AUM
Enhanced employee performance by developing and implementing comprehensive training programs.
Championed an organizational culture of continuous learning and development, promoting employee engagement and satisfaction.
Managed resources effectively, ensuring all projects were completed on time and within scope.
Senior Training Specialist
Washington Mutual Bank
Anaheim /Irvine CA,
01.2004 - 05.2009
Partnered with- cross functional teams to create company-wide training initiatives, fostering a culture of continuous learning.
Re-evaluate existing training programs on a regular basis to ensure training material continues to be effective, consistently delivered and meet the learner%u2019s objectives.
Enhanced employee performance by developing and implementing comprehensive training programs.