Results-focused Learning and Development professional with strengths in organization and communication. Experienced in collecting and analyzing data on students/courses and making effective plans and materials decisions. Adept at formulating customized training programs to fit the needs of diverse audiences. Ten plus years in the finance industry and over 5 years in healthcare.
Using the techniques of motivational interviewing and active listening, assist clients in setting realistic, attainable health goals.
Monitor clients' progress compared to their pre-determined health targets.
Facilitate healthy sustainable behavioral change (encourage client's vision and hold them accountable); coach through obstacles.
Research underlying conditions and case studies as relates to patients.
Enhance awareness of health resources and connect individuals with programs and/or care providers.
Market health coaching and nutrition via lectures, open houses and business to business sales.
Developed and presented nutrition education seminars for company wellness programs.
Oversaw various training projects from conception to completion. Planned and executed leadership trainings, new hire classes and product specific meetings.
Successfully led product launch project, delegating tasks to appropriate personnel and overseeing quality control.
Conducted needs assessment to fine tune projects' scope.
Assisted in the creation of lesson plans for specific products and compiled materials for use.
Communicated with sales representatives regarding schedule, travel and training.
Researched supplemental materials for training and arranged continuing education credits.
Planned field trips and classroom events to bolster learning through fun activities.
Onboarded new employees; coordinating with HR, Medical Affairs, Travel and various other departments.
Worked with procurement on purchase order agreements and SOWs; and with accounts payable on billing and invoicing.
Maintained budgets for both business analytic's team and training & development team.
Held regular update meetings throughout project to discuss timeline, progress, new developments and project milestones.
Researched venues and team building activity ideas for meetings and conferences.
Negotiated contracts with hotels and vendors for meeting space and other needs.
Managed virtual trainings and conference calls by documenting participant details and preparing audio recordings for future reference.
Handled surveys and questionnaires to determine lessons learned.
Assisted the CFO with the production of the monthly financials, management reports and board packages.
Maintained confidential information, such as pay rates, bonus targets and pay grades.
Managed financial documentations such as expense reports and invoices.
Attended training in topics such as credit and risk management to maintain up-to-date knowledge.
Completed administrative tasks such as record keeping, writing correspondence and gathering materials.
Updated customer accounts with interactions, payments and personal information.
Used advanced software skills to produce high-quality documents, reports, spreadsheets and presentations.
Updated and reconciled accounts payable with purchase orders for accuracy.
Performed research and due diligence to resolve issues in timely manner.
Assisted in creation of vendor contracts for outside vendors.
Coordinated logistics for corporate events.
Provided scheduling and ensured timely and effective allocation of resources and calendars.
Planned for major business changes including system conversions and office moves.
Increased office organization by developing more efficient filing system and customer database protocols.
Coordinated office activities and operations to secure efficiency and compliance with company policies.
Certified DISC Facilitator, REGENERON 2016
Health Related Seminars
Nutrition for Cardiovascular Health Seminar Mar 2016
Science based Nutrition Seminar Aug 2016
Biochemistry with Clinical Correlations Nov 2017
Health Coach Certification, Health Coach Instituted, 2017
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