Innovative Business and Initiatives Analyst bringing experience in effective coaching and program analysis. I am an individual who is self-motivated and has experience working as a consultant on different projects teams. I am good at building working relationships with all demographics and personality types. I have worked extensively with computer programs such as Microsoft Word, Excel, Power Point, and computer databases/platforms such as SharePoint/SharePoint Designer, BETA, Infomax/Documentum, and SmartStation/wisdom.
Excellent interpersonal and coaching skills
Training and development
Implemented a new Team Member training manual for IRA operations specialists to be used as their new hire training.
Business initiatives Analyst09/2013 to CurrentWells Fargo AdvisorsSt. Louis, Mo
Planned and led training programs for fellow Team Members (train the trainer) on multiple aspects of the different training programs the licensing team supports
Frequently accountable for pulling and analyzing data, and/or creating reports.
Analyzed training needs across channels and developed new training programs based on the analysis, i.e. Associated Regional Brokerage Manager (ARBM) program, Wealth Management Program.
Responsible for supporting and executing on a variety of programs including but not limited to Financial Advisor in Training (FAIT), ARBM, DCS, and the Licensed Banker program within the Community Bank.
Tracks performance and provide coaching to participants within training program to foster success.
Developed slideshows and other forms of media to present project progress to the leadership.
Collaborated with cross-functional teams on project plans and consult on projects as a Subject Matter Expert (SME).
Develop and lead projects as needed by the licensing team.
Securities Operations Service Specialist II- IRA11/2009 to 09/2013Wells Fargo AdvisorsSt. Louis , Mo
Mentored, coached and trained 6 newly hired team members. I also was a department advocate that works closely with the OnTap program.
Worked with SmartStation, Outlook, Microsoft and BETA.
Daily work consisted of processing Additional transactions, faxes, and email requests from the branch.
Frequently assisted other teams within the department based on volumes and Service Level Agreements.
Worked with branches across all channels, while focusing on creating a strong relationship with fellow team members and clients.
Implemented new policies and Procedures for the PCG team. Which were presented to the department leadership and I was asked to continue to write procedures for other teams within the department.
Clinical Research Recruiter07/2008 to 07/2009Clayton Sleep InstituteSt. Louis, Mo
Inspect, collect, interpret, analyze and compile data obtained from patient testing.
Proofread and edit reports, questionnaires and research publications.
Recruited and scheduled patients to participate in specific research studies.
through Strategic Planning maintained and ran all recruitment and management of processes for 5+studies at one time, including all flyers, Radio ads, and T.V ads.
Also coordinated all office/reception type duties for the department, including but not limited to keeping workers schedules, maintaining training binders and updating procedures, ordering supplies, and answering the phone.
Donor Health Records Specialist05/2007 to 07/2008American Red CrossSt. Louis, MO
Maintained the integrity of the Donor Deferral Register (DDR) by entering and deleting donor records according to eligibility guidelines.
Acted independently to investigate, research, and resolve inconsistencies within the donor database and with all donor issues.
Attended classes and trained all new hires within the team (see below for classes attended).
Ensured that updates to the DDR are made within required timeframes.
Worked on all steps relative to the donor callback, subsequent disqualifying information, recall/market withdrawal and repeat-reactive look back process within a highly regulated, controlled environment with minimal supervision.
Bachelor of Science: Biology2006University of MissouriSt. Louis, MoConcentration in behavior
General StudiesSaint Louis UniversitySt. Louis, Mo
High School Diploma: General Studies2002St. John the BaptistSt. Louis , MO
- Certified to lead live meetings with in Centra
Trainer Certification - American Red Cross
-On the Job Trainer: training and testing of learned knowledge upon completion
-Learning the System: how to document competency of training
-Technology Based Training: how to create, run, and train on CD/Web based training systems.
Ability to lead and manage multiple programs running concurrently
Advanced Microsoft Office Skills (including Word, Excel, PowerPoint, Outlook, and SharePoint Designer
Coaching/Consulting/Tracking experience with multiple trainees (i.e. up to 80+ in some cases)