
Training & Education Manager at Philadelphia Insurance Companies
Greater Philadelphia Area

Training & Education Manager at Philadelphia Insurance Companies
Greater Philadelphia Area
Senior learning executive with more than 29 years of increasingly responsible management, training project management, and instructional design experience primarily in the insurance and financial services industries. Skilled in motivating training professionals to excel. Expert in project management of enterprise-level training rollouts. Accomplished in multimedia and Internet/Intranet technology as learning mediums. Experienced with selecting, testing, and administering Learning Management Systems. Significant experience authoring text-based and computer-based training materials. National and international speaking credentials. Major strengths include:
• Learning Strategies
• Training Management
• Training Project Management
• Training Needs Analysis
• Large Scale Implementation Support
• Asynchronous learning
• Synchronous online learning
• Instructional Development & Design
• Learning Management Systems (LMS)
Organizational Development, LMS Implementations, Mentoring Programs, Microsoft SharePoint Training, Training Project Management
(Professional Training & Coaching industry)
January 2009 — Present (11 months)
I am privileged to be on the Board of the Project Management Institute - Delaware Valley Chapter. With almost 3000 members it is recognized as a dynamic organization of project management professionals dedicated to serving the business and educational community of Delaware Valley through the advancement of project management.
(Privately Held; Insurance industry)
January 2007 — Present (2 years 11 months)
•Enterprise level Responsibility for all internal & external training and education. (1500 employees & 49 offices)
•Manage staff of seven Training Professionals responsible for assessing training needs, and designing and delivering training solutions that produced measurable results to the employees and organization.
•Managed development and delivery of approximately 270 classroom sessions, 280 webinars, and 20,000 e-learning module completions per year.
•Responsible for promoting participation in insurance designations and certifications resulting in processing approximately 400 enrollments per year.
•Responsible for promoting participation in continuing education resulting in processing approximately 50 enrollments per year.
•Learning Management System application owner.
•Implemented first ever C-Suite Executive Leadership & Communication Training.
(Public Company; 1001-5000 employees; Insurance industry)
January 2002 — December 2006 (5 years )
• Responsible for assessing training needs, and designing and delivering training solutions that produced measurable results to the employees and organization.
• Senior Trainer on the team that blueprinted and tested the SAP Learning Management System (TEM). Developed and delivered training materials for the MSS and ESS TEM interfaces. Delivered all training sessions.
• Training Project Manager for enterprise-wide information lifecycle management program using Symantec Enterprise Vault. Designed and developed all training materials. Delivered all training sessions (live & WebEx).
• Training Project Manager for enterprise-wide SharePoint 2003 training program. Conducted needs analysis. Designed and developed all training materials. Delivered numerous training sessions (live & WebEx).
• Training Project Manager for the last two enterprise-wide “Hardware/Software Refreshes (1200 employees). Conducted needs analysis. Designed and developed all training materials.
(Insurance industry)
January 2001 — March 2002 (1 year 3 months)
Senior Trainer-Developer
(Public Company; CI; Insurance industry)
March 2000 — January 2001 (11 months)
As a division officer, worked with senior management to develop the strategy for the department.
Working with peers, responsible for creating, implementing, and delivering the training curriculum for the Group Insurance Division’s sales organization.
MS , Insurance Management , 1990 — 1992
BS , Electrical Engineering , 1971 — 1975
College , 1965 — 1971
Training Management, Training Manager, Training Director, Training Executive, CLO, Chief Learning Officer, Training Project Management, Training Strategy, Learning Management Systems, LMS, ITIL Best Practices
American Society of Trainers and Developers (ASTD), Society for Insurance Trainers & Educators (SITE), Project Management Institute (PMI), MENSA, Chief Learning Officer (CLO) Business Intelligence Board, Microsoft IT Advisory Council
Who’s Who in America and Who’s Who in the World