manager training and development resume example with 18+ years of experience
- Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
- (555) 432-1000
- resumesample@example.com
- Date of Birth:
- India:
- single:
- :
Performance-driven and motivated professional with demonstrated success in all aspects of financial planning and wealth management, with a keen focus on identifying client needs. Remarkable efficiency in devising and executing numerous processes for continuous relationship building and goal achievement. Proven track-record of developing and improving new prospects. Skilled in establishing and maintaining robust relationships clients and stakeholder. Expertise in public speaking and communicating and training multi-cultural teams.
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Atlas World Group, Inc. – Oakville, CA
- Created in-depth training manual for all employees
- Trained new hires to perform cross-training exercises with experienced workers
- Drove departmental performance and achievement of service levels through focused team operational reviews, structured coaching and managing to enterprise targets
- Delivered new employee onboarding and training sessions via Zoom and in-person
- Implemented new learning strategies depending upon employees' skill levels
- Trained staff during demonstrations, meetings, conferences and workshops
- Tested all training software and hardware prior to commencing training programs
- Directed field training to enhance participants' skills
- Organized and edited training manuals, multimedia visual aids and other educational materials
- Analyzed effectiveness of training programs at all levels and recommended updates
- Developed surveys to identify training needs based on projected production processes and changes
- Succeeded in exceeding requirements for retention by 45% in four years and enabled 90% of staff to hit bonus
- Saved $250000 annually and increased retention levels from 12% to over 85% by implemented new techniques to boost staff knowledge and performance
- Led average of 150 group training sessions per year and more than 580 one on one sessions per year
- Revamped and redesigned training program for Inexperienced hires to increase their knowledge
Nationwide – MN, State
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan
- Managed $1.6 in client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan
- Answered clients' questions about purposes and details of financial plans and strategies
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio
Daytop Village – City, STATE
- Resolved problems, improved operations and provided exceptional client support
- Managed quality assurance program, including on-site evaluations, internal audits and customer surveys
- Established robust relationships across functional leadership areas with keen focus inter-connecting revenue development and operational plans to enhance efficiency.
- Steered operations of organization and ensured compliance with objectives and capabilities
- Oversaw resource allocation and confirmed availability of resources according to demands
- Planned and developed numerous processes to enhance operational efficiency and increase business
- Provided assistance in developing marketing strategy and planning advertising initiatives for brand awareness
- Increased client base by 300% and revenue by 125% by creating a fee-based outpatient treatment within local high schools
Unified Court System – City, STATE
Designed the Juvenile Treatment Court and its components across a multi-disciplinary system, such as the judiciary, community based organizations dealing with substance abuse/mental health, local school districts.
- Managed quality assurance program, including on-site evaluations, internal audits and customer surveys
- Resolved conflicts and negotiated mutually beneficial agreements between parties
- Developed team communications and information for court hearings and ancillary meetings
University of Phoenix - Tempe AZ (online Campus)
Life, Accident & Health Licensed (NY, VA)
Series 6, 63
Personal Lines Property and Casualty
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Resume Overview
School Attended
- University of Phoenix
Job Titles Held:
- Manager Training and Development
- Financial Planner
- Vice President Outpatient Services
- Coordinator Juvenile & Family Treatment Court
Degrees
- Bachelor of Science
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