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Work Background
MarsIndependent Consultant
Jan. 2024Newark, New Jersey, United States• Drives continuous improvement in efficiency and effectiveness within the learning S&OP process. • Develops and implements best practices for both simple and complex After-Action Reviews (AAR), ensuring outputs lead to tangible project and organizational improvements.
• Conducts sensitive AARs for leadership programs designed to equip first-time line managers with the skills and knowledge needed for success.
• Manages stage gates in new learning projects, ensuring key deliverables are on time for successful deployment.
UBSDirector - Leadership Learning Journeys
Dec. 2019 - Jan. 2024Weehawken, New Jersey, United States• Conceptualized, led, and managed multiple top-tier executive and leadership L&D programs, resulting in the Brandon Hall Gold Leadership Award 2023 and Development & Sales Performance Award 2023.
• Conducted consultations with global stakeholders to pinpoint skills gaps and create tailored blended learning solutions. • Spearheaded development and oversight of project plans, ensuring timely delivery of key deliverables and navigating challenges, earning recognition with the Best Hybrid Program 2022 award.
• Collaborated closely with design, content, and delivery teams to apply best practices in adult learning theory, optimizing learner engagement and retention and earning the esteemed Best Certification 2022 award.
• Facilitated and/or observed live and remote global sessions, setting context and ensuring alignment with participant expectations.
• Conducted assessments of learning effectiveness and prioritized assets for needs assessment and rollout. • Advocated for the Learning Experience Platform within the Advisory & Sales Academy, overseeing the structure and successful launch of over one hundred assets within a span of two months. • Demonstrated the value proposition of programs to stakeholders through scalable measurement plans tied to HR and financial KPIs, e.g. net new money, net new assets. • Collaborated effectively with peers, HRBCs, talent partners, and DE&I representatives to drive team objectives forward.
• Effectively managed the transition of leadership programs to the Credit Suisse integration team within a tight deadline of one month.
KPMG LLPDirector, Learning Analytics and Communication
Jan. 2014 - Dec. 2018KPMG, Montvale, New Jersey• Pioneered the establishment and successful execution of the inaugural Learning Analytics function within the Audit Business School, driving data-driven insights to enhance organizational performance.
• Innovatively crafted and executed Audit measurement and communication strategies with a focus on fostering positivity, transparency, diversity, and innovation throughout the organization.
• Spearheaded the widespread implementation of the Kirkpatrick 4-level evaluation model, encompassing rigorous testing initiatives across the Audit curriculum to ensure scalability and effectiveness. • Proficiently gathered, synthesized, and analyzed data to inform strategic decision-making, formulate recommendations, and develop informed points of view (POVs).
• Enhanced learner engagement and achievement, achieving a remarkable 60% increase in first-time test success while ensuring strict adherence to regulatory standards.
• Orchestrated comprehensive measurement strategies to construct compelling business cases showcasing tangible ROI, culminating in the prestigious KPMG Top 125 Award. • Crafted and facilitated the measurement learning curriculum tailored for portfolio manager adoption.
• Formed collaborative partnerships with Audit and HR leadership to synchronize communication channels and ensure organizational alignment. • Oversaw strategic communication endeavors throughout the Audit practice, spanning the curriculum.
KPMGAssociate Director - Instructional Design, Curriculum Management and Consulting
Sep. 2008 - Oct. 2014Montvale, NJ• Spearheaded the annual vision development process to define program-specific goals within the Audit framework.
• Managed complex, blended development programs tailored for leadership and diverse audiences.
• Supervised strategic relationships, ADDIE model processes for technical curriculum.
• Championed an initiative to establish and implement curriculum management processes for cross-functional teams.
• Developed an audit simulation, resulting in a notable increase in program scores from 4.5 to 4.75, indicative of enhanced learner readiness.
• Strategically prioritized resources or course requests within existing portfolios based on audience or topic.
KPMG USManager - Instructional Design of Intern, New Campus Hires and 2nd Year Associate Training
Jul. 2003 - Sep. 2008Montvale, NJ● Administration of the Audit Fundamentals curriculum for Audit campus new hires (1,500 ppl)
● Managed a team of six program managers in content, design, delivery, budget, and knowledge transfer
● Built strategic internal and external relationships including professors, instructors, onboarding, and IT
KPMG USManager - Internal Staffing, Compensation Strategies Consultant
Oct. 2000 - Jul. 2003Montvale, NJ● Assessed, designed, and implemented customized solutions for Tax practice strategic alignment
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