Principal at LASD Resource Development
Greater Philadelphia Area
Principal at LASD Resource Development
Greater Philadelphia Area
2 more...
Twenty years' experience in retail and wholesale financial services organizations, with expertise in sales, people, project and training management.
Currently a consultant working with financial services and Fortune 500 companies to customize and deliver employee and management training.
Most recently, a Director with FT Knowledge, a division of Pearson Education. FT Knowledge and its sister division, The New York Institute of Finance, develop and deliver training to financial services professionals.
Formerly was Director of Training and Development for Schwab Capital Markets, a division of Charles Schwab & Co., Inc. In this role, was responsible for directing training strategy development and implementation for the company’s trading organization. Key elements of this strategy included management development, product and service training, and professional skill development.
Prior to managing the training organization, held roles as diverse as Director of Customer Service Initiatives and Manager of Correspondent Execution Services, both for Schwab Capital Markets, Vice President and Branch Manager of a Boston-area retail brokerage office for Charles Schwab.
Experienced course designer and facilitator. Areas of expertise include: Financial Services product and sales training; Management development; Diversity training; Customer Service training; needs assessments; development pathing.
(Professional Training & Coaching industry)
2003 — Present (6 years)
Consult with business lines and human resources organizations on learning strategy that supports the achievement of business goals. Develop and facilitate custom programs and direct large-scale learning projects.
Representative client list includes:
Disney-ABC Media Networks; Citi Private Equity Services; United Nations FCU; Bollinger Insurance; Lincoln Investment Planning; Schwab Capital Markets; FT Knowledge; NASD.
Adjunct Faculty member: American Management Association; New York Institute of Finance
Develop and facilitate career transition workshops and coach individuals through career transitions.
Career management columnist: TBR Newspapers, Long Island, NY
CLO Institute, Advisory Board Member; American Society for Training & Development; Organization Development Network of Greater NY