Requests
0
Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Network Power<100 people
Roles
✔️100%
IT
🐦100%
Design
🧨100%
Consulting
Geos
🇺🇸100%
United States
Work Background
BarclaysAssistant Vice President - Learning & Development Advisor
Aug. 2022Whippany, New Jersey, United StatesIn this role, I am responsible for orchestrating the development, modification and delivery of training for LoanIQ. I also create eLearning modules and oversee live webinars for multiple wholesale lending applications. Additionally, I direct a multinational cross-functional team in daily and project-specific platform and application integrations, migrations, and implementations.
Structure ToneLearning & Development Project Manager
Aug. 2020 - Aug. 2022Woodbridge Township, New Jersey, United StatesConcurrently orchestrated multiple technology and learning development projects after initially being recruited to develop and deliver training programs for CMiC software implementation. Directed cross-functional team of ten in daily and project-specific platform and application integrations, migrations, and implementations. Oversaw training and maintenance for multiple applications. Selected Accomplishments Designed, developed, and implemented Instructor Led Training, Train the Trainer sessions, and eLearning (Rise/Articulate 360) modules, for role specific training and continuing education, domestically and internationally. Liaised with Business Units in the creation of Learning Paths to ensure continuity for all new hires and employees looking to transition between roles. Proactively facilitated training needs of newly acquired business units to ensure their transition into company software was seamless.
McClue ConsultingLearning & Development, Instructional Design and Project Management Consultant
Jan. 2013 - Aug. 2020Middletown, NJAs an independent consultant, I engage in planning and proficient implementation of training curriculum and business process automation projects to support clients in realizing their business objectives. After consulting with clients to determine needs and requirements, I'd delineate and document project scope and timelines, allocate resources, and administer budgets to ensure that outcomes align with goals. Selected Accomplishments: Developed and implemented Instructor Led Training (ILT) as well as eLearning modules for clients including Northwestern University, N26 America, and Bayada Home Health Services. Created training programs to assist new hire onboarding for Keller Williams and Guardian Insurance. Succeeded in elevating efficiency and reducing annual operating costs as much as 20% for clients such as Brookfield Asset Management and Citrin-Cooperman.
CitiAssistant Vice President / Section Manager – Project Management / Learning & Development
Jul. 2008 - Jan. 2013Jersey City, NJIn this role, I concurrently orchestrated multiple technology and learning development projects after initially being recruited to develop and deliver training programs for both internal and external clients of Global Transaction Services (GTS). I also composed instructional materials and oversaw live, on-site training meetings and webinars for eight applications. Additionally, I directed a cross-functional team of seven in daily and project-specific platform and application integrations, migrations, and implementations. Select accomplishments: Saved $5.3M in annual costs by working in tandem with senior project management and technology teams on efficient decommissioning of reporting application. Streamlined client implementations and requests for training in North and Latin America by collaborating closely with fellow instructors on creation of a new training pipeline. Seamlessly transitioned 309 clients from legacy Geneva servers to new fund services reporting (FSR) platform. Completed time-sensitive migration of platinum-level clients from FTP to GXS servers, which included receiving new PGP keys as well as testing new servers prior to migration deadline. Proactively facilitated acquisition of new business by conducting compelling product demonstrations and acting as GTS application subject matter expert (SME) during meetings with prospective clients. Established an interactive training center and created evaluation tools and surveys for assessing program effectiveness.
United NationsLearning and Development, Program Manager, Instructor
Jul. 2006 - Jul. 2008Greater New York City AreaDuring this period I had the opportunity to travel extensively while redesigning and implementing training programs to support and advance member service operations for an internal credit union. I managed all facets of classroom, one-on-one, self-paced, and e-learning initiatives and communicated with multiple departments to assess and provision training needs, including remediation strategies and corrective instruction. I authored facilitator and trainee guides and created accompanying presentations. Select accomplishments: Honored with Coaches Bringing Excellence to Service and Teamwork (BEST) Award for streamlining training procedures. Decreased annual expenses 40% including ~$1M in saved labor costs by cutting instruction time from 30 days to two weeks.
NHT ConsultingLearning & Development and Corporate Communications Consultant / Partner
Jan. 2002 - Jul. 2006Moonachie, NJThroughout my four-year tenure in this position, I aided clients in boosting efficiency and productivity by devising and introducing new employee and corporate communications strategies along with learning and development plans. I created and delivered multiple training programs, which included curricula design and e-learning technologies. I guided conference planning and special-events programs for up to 250 participants. I outlined agendas and organized speakers. Select accomplishment: Accoladed by key clients such as the United Nations, IBM, New Jersey Family Healthcare, and Long Beach Township for envisioning and executing cost-saving and performance-enhancing learning and change initiatives.
CitiSenior Team Leader Manager | Trainer | Registered Representative
Jan. 1998 - Jan. 2002Greater New York City AreaAfter being promoted to spearhead a full range of team brokerage activities, I coalesced and led 15 financial professionals in achieving highest accuracy and productivity levels, as well as winning broker awards for nine out of 12 quarters. Furthermore, I acted as management liaison to training team during rapid expansion from 30 to 180 agents. Select accomplishment: Reduced errors 31% and saved $135K annually by applying strong relationship-building, communication, and problem-solving skills to settle client and broker disputes through various trade organization representatives.
TD AmeritradeAccount Officer
May. 1996 - Jan. 1998Greater New York City AreaEarly in my career I managed account data and information to support client relations across a portfolio of investment vehicles. Calculated buying power as well as margin requirements.
Intch is a Professional Networking App for the Future of WorkSee more people like Joe on Intch
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
310816 people
17
Assistant manager
17
Sr Director, Customer Support
21
Technical Support Engineer - L2 @ Axis Communications / 2N
51466 people
32
Customer service process, vendor management, leadership development expert
17
Owner @ Victoria’s VA Hub
16
Consultant