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Work Background
Elevating-LeadersCEO Elevating-Leaders
Jan. 2025St. Petersburg, Florida, United StatesWith over 25 years developing leaders, from CEOs to first time leaders. I have created over 1000 sessions to meet the specific needs of multimillion-dollar companies, as well as startups. I begin with a needs analysis to discern current state then I customize a learning plan. I offer individual coaching sessions and facilitate team development. A typical plan includes monthly sessions rooted in adult learning principals. My philosophy is a great leader requires vulnerability, humility, and care.
PuzzleHRVice President of Learning and Development
Aug. 2021 - Mar. 2025Tampa, Florida, United StatesI joined PuzzleHR to build learning for the company and as a service for our clients. I hired a learning team of 5. We started with a focus on development for our PuzzleHR team members. We created a robust onboarding program to assist new hires accolated to the company. We focused on ensuring they knew how to use all PuzzleHR tools, understand our culture and service philosophy. In addition, we developed a group of mentors to assist the new hires with learning their day-to-day tasks. We delivered monthly virtual-led sessions for all Puzzle employee's, topics varied depending on feedback from the leadership team. We received a 92% NPS regarding all internal onboarding and training. In addition, the team was responsible for developing leaders as a service. We built an engagement survey to leverage with our clients to assist them with learning about their culture. We created a 12-month leadership development program, that included a behavioral assessment and ended with an individual development plan. We built a customized 360 Feedback tool to assist our clients with receiving targeted feedback. We offered our current clients weekly 1-hour sessions on various leadership topics where any of their leaders could attend based on their interest in the topics offered. We maintained a NPS of 89% for all external programs. We provided leadership coaching and individual development plans to assist leaders with their development.
Calero-MDSLDirector Of Training
Jun. 2019 - Aug. 2021About Calero-MDSL Calero-MDSL is a leading provider of Technology Expense and Market Data Management solutions designed to provide clarity, control, compliance and cost savings. With a deep commitment to innovation and customer service, Calero-MDSL partners with enterprises to provide a unified expense management platform that supports Telecom Expense Management, Managed Mobility Services, the Internet of Things and Financial Market Data Management. Calero-MDSL has thousands of customers in over 50 countries worldwide, including corporations, universities, financial institutions and government agencies. Learn more at www.calero.com or www.mdsl.com
PaychexSenior Learning & Development Manager - Project Office
Jan. 2017 - Jun. 2019Rochester, New York AreaInitiated, proposed and stood up centralized PMO for Learning & Development Center (L&DC) and manage team of 15 professional project managers concurrently managing 85 training projects for Sales, Service and Clients. Strategically shifted training approach to online learning resulting in time and money savings as well as a dramatic increase in participation rate across the company - Sales training rate jumped to 90% from 30%. Created and instituted a PMO process, centralized, standardized and automated documentation and reporting through JIRA, and created metrics and efficiencies – reduced project cycle time by 50% and eliminated backlog. Upskilled PMs by developing skills in project planning, needs analysis, project documentation, leading through influence, problem solving, and decision making – ensured all PMs earned Six Sigma Yellow Belt certification. Assessed and coordinated design teams to ensure all 15,000 Paychex employees are knowledgeable about products, services, and systems – sales increased by 14% YOY. Implemented an automated process for training requests and SLA – improved learning request response time to within a 24-hour timeframe, down from 10 days, for multiple business units. Led Kaizen workshop that reduced dedicated hours associated with business as usual project requests from 1190 hours to 760 hours per month saving $150K/year in labor while improving effectiveness. Initiated and participated in new cross-functional team with IT, Marketing, Sales, Training, and Product Development to unite strategies and partnering. Created and trained all employees in a new Quarterly Launch Process for better new product momentum. Proposal in process to stand- up a company wide centralized PMO. Received a remarkable 100% performance rating from employee engagement survey.
PaychexSenior Manager of Field Training
Oct. 2014 - Jan. 2017Centralized 70 field training employees into the L&DC – created a strategy to align work and output which resulted in a $2 million cost savings. Created the first mobile sales training team that helped reduce turnover by 6%. Increased sales teams knowledge resulting in increased confidence and increased sales. Sped up time to first sale from 120 days to within 30 days. Obtained certification from Senn Delaney to act as a company Culture Facilitator and conducted 50+ workshops to Paychex leaders designed to target employee engagement – increased engagement scores 8%.
PaychexManager of Leadership Development
Jun. 2011 - Oct. 2014Promoted to the manager of the Leadership Development team. Coordinated the development of top talent within Paychex, created and instituted a Talent Assessment process and automated it within our Learning Management System. Led world-class talent development programs, processes, and tools to develop top-talent leaders and created a formalized succession plan. Provided one on one coaching for top-talent leaders, and developed coaching capabilities within the leadership development team.
PaychexLeadership & Management Developer
Jan. 1997 - Jun. 2011Rochester NYDeveloped a formal leadership competency model, which is still being used today. Collaborated with executives to create and deliver learning programs for Paychex leaders, aligned to our leadership competencies. Consistently evaluated training materials to ensure they are current and relevant to the business.
CaldorHuman Resources Manager
Jan. 1991 - Jan. 1996Acted as a liaison between the store manager and regional office regarding all human resource functions. Responsible for all staffing, record retention, recruitment, training, grievances, performance evaluations, leave of absence and unemployment claims.
Accessory PlaceDistrict Sales Manager
Jan. 1987 - Jan. 1991Responsibly for all store operations and sales for 12 retail stores located in upstate NY.
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