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Work Background
BNYSenior Client Service Trainer
Aug. 2024Orlando, Florida, United States- Planned and implemented all aspects of Client Service Representative training and professional development across Global Client Services for Treasury Services (TS GCS). - Created and implemented onboarding plan, including basic training series, for new joiners to TS GCS, covering topics such as payment clearing, ECRM, servicing excellence, and navigation of various systems. - Created and delivered Competency Assessment Matrices (CAMs) to all Client Service Representatives to establish a baseline of familiarity with critical topics. - Created and deployed Benchmark assessments to obtain objective metrics on current knowledge levels and identify gaps in order to develop robust and accurate training plans. - Created Personal Learning Plans (PLPs) for all Client Service Representatives based on CAM and Benchmark results, outlining specific topics and trainings needed to meet Benchmark goals. - Deployed Style Assessments to obtain metrics on group and individual learning and personality styles for implementation of highly customized and personalized learning plans. - Identified gaps in aggregate knowledge and utilized Subject Matter Experts to deliver ad hoc trainings around key topics - Leveraged AI to build a chat tool for Client Service Representatives to utilize to quickly find information when fielding client inquiries. - Developed a robust and fully searchable materials repository containing 550+ discrete materials for Client Service Representatives to utilize for self-servicing client inquiries. - Delivered trainings to other departments and lines of business on the creation and deployment of professional development plans.
Greenspoon Marder LLPOffice Manager and Executive Assistant to Managing Director
Jun. 2020 - Jun. 2024Orlando, Florida, United StatesIn this dual role, my responsibilities include, but are not limited to: • All aspects of maintaining the office, including supplies, equipment repair, insurance, office renovations, purchases, issuance of keycards, parking cards, parking invoices • Oversee expenses and reconcile credit cards • Model professional behavior for employees • Coordinate and book all travel (personal and professional) for executive and his family • Maintain calendar for NYC apartment leased by Firm Executives and coordinate travel stays and housekeeping services • Maintain all bank accounts • Maintain digital checkbooks and financial records for all executive's personal and business accounts ($51MM net worth) • Provide Notary services • Copying, filing and word processing • Review, edit and approve monthly client pro formas / send invoices to clients • Maintain spreadsheet chronicling returns on investments for all real estate projects in which executive is involved • Handle all new vehicle and insurance matters for executive and his immediate family • Handle wiring of investment funds for subscription in new real estate deals • Maintain files for brokerage accounts at Morgan Stanley • Maintain and update executive's personal financial statements bi-annually or sooner if required • Receive and process all insurance notices for multiple insurance policies for client on which my executive is Trustree • Renew annually Secretary of State filings for all of executive’s investment entities • Handle items as directed by national office administrator • Draft pleadings for attorney review, conduct research and prepare memos; prepare, file and serve documents on opposing counsel • Coordinate and schedule depositions and calendar legal response due dates • Assist other attorneys working on Michael’s cases • Respond to all subpoenas for Westgate owner information • Accept service of process for clients for whom Michael Marder is registered agent
Vanderbilt UniversityAdmissions Manager & Program Coordinator for Peabody Digital Learning
Nov. 2017 - May. 2020Greater Nashville Area, TNAs Program Coordinator and Admissions Manager for Peabody Digital Learning, it was my responsibility to manage multiple aspects of the Peabody College online M.Ed. program in Human Development Counseling with a specialization in school counseling and the online Ed.D. program in Leadership and Learning in Organizations. My responsibilities included, but were not limited to: - reviewing and auditing applications, assigning applications to faculty reviewers, and scheduling faculty/applicant interviews within the Admissions Review Portal (Salesforce) - creating courses and processing all course readings through the library management system Ex Libris (Alma/Leganto) to ensure copyright compliance and reading list accuracy for 20+ courses - creating, editing and reviewing all marketing and communications assets - defining the background check and fingerprinting process and monitoring student compliance - planning and support for 15x annual on-campus Immersions, including event and logistical support, student registration, and post-Immersion data collection and assessment - managing faculty recruiting, hiring and on-boarding processes - liaising with VU General Counsel to manage school district placement contracts - tracking enrollment/course scheduling - creating admissions timelines and online academic calendars - maintaining accurate and up-to-date student records - creating program scope and sequence documents; establishing and implementing processes and procedures - liaising with Peabody Digital Learning’s partner (2U) in managing the LMS and ensuring that all digital and electronic components of the program (including the program web site) are accurate and functional - liaising with Peabody Digital Learning’s partner to provide effective student support - assessing various program components and analyzing data to improve systems - providing support to the Governor's Academy for School Leadership (Tennessee principal pipeline) in partnership with TDOE
BASIS.edEnglish Literature Subject Expert Teacher
Sep. 2015 - Jul. 2017Shenzhen, Guangdong, ChinaAs a Subject Expert Teacher in English Literature and Logical Philosophy, it was my responsibility to: - develop English literature, writing, grammar, & logic curriculum based on international AP and TEFL standards - mentor teachers in the implementation of English curriculum - develop logic and logical philosophy curriculum - plan, prepare and deliver instructional activities that facilitated active learning experiences - develop schemes of work, thematic units and lesson plans - establish and communicate clear objectives for all learning activities - advise National Honor Society and National Junior Honor Society - identify and select different instructional resources and methods to meet students' varying needs - instruct and monitor students in the use of learning materials and equipment - use relevant technology to support instruction - observe and evaluate student's performance and development - assign and grade class work, homework, tests and assignments - provide appropriate feedback on work - encourage and monitor the progress of individual students - maintain accurate and complete records of students' progress and development - update all necessary records accurately and completely as required by laws and school regulations - prepare required reports on students and activities - manage student behavior in the classroom by establishing and enforcing rules and procedures in accordance with school policies - perform student support duties and counsel students with academic issues - participate in and supervise extracurricular activities, including Newspaper and Yearbook, Classic literature, and World Scholars Cup clubs - participate in department, school, and parent meetings - communicate necessary information regularly to students, colleagues and parents regarding student progress and needs - keep up to date with developments in subject area, teaching resources, theories, and pedagogical methods and make relevant changes to instructional plans and activities
Columbia University in the City of New YorkProgram Coordinator for NYC ASCENT
Jun. 2014 - Aug. 2015Greater New York City AreaAs Program Coordinator, it was my responsibility to: - provide advising, career services, and professional development opportunities for the Computer Science and Engineering postdoctoral researchers at Columbia, Cornell, the City University of New York, and New York University to enhance their networking and employment opportunities - plan, organize, and implement approximately six workshops/seminars per month to strengthen postdocs’ professional knowledge - create, review, and revise workshop curricula/syllabi to ensure appropriateness and effectiveness of seminar/workshop topics - initiate and maintain relationships with key stakeholders and research scientists, including members of industry from large technology corporations such as Google, IBM, Yahoo!, Apple, and AT&T - maintain all aspects of $1.2M National Science Foundation grant budget to ensure program compliance with university and federal financial regulations, including invoicing, auditing, and funds distribution. - create and analyze program assessments - organize and lead quarterly roundtable meetings with faculty, deans, and program directors to review program progress and outcomes - ensure program compliance with Institutional Review Board policies regarding federal grants and human research subjects - establish peer and faculty mentoring programs to provide support networks for postdocs
Columbia University in the City of New YorkAdviser, Undergraduate Student Affairs and Global Programs
Jun. 2013 - Jun. 2014Greater New York City AreaAs a graduate assistant in the Office of Undergraduate Student Affairs and Global Programs, it was my responsibility to: - coordinate and supervise the Engineering School's Summer Research Symposium - advise undergraduate students regarding study abroad locations, schools and courses - guide undergraduate engineering students as they declared their majors - provide administrative support to programs and services for the school's undergraduate population - assist with routine administrative responsibilities (including, but not limited to, file management, communication of school policies, listservs and social media) - create and circulate departmental marketing materials - assist with student needs assessment, development, and implementation of programs geared towards fostering students' personal, academic, and professional pursuits - assist with programs designed to increase student awareness of and participation in study abroad programs and global engagement - survey undergraduate students on a variety of issues and compile reports and assessments based on data received - create and maintain budgets for student groups to ensure accurate funds disbursement
Nanny PoppinzEarly Childhood Educator
Jun. 2012 - Jun. 2013Orlando, Florida AreaAs an early childhood educator, it was my responsibility to: - create an environment conducive to child development, particularly to emergent skills and early literacy - support the social and emotional development of children - provide activities and opportunities that encourage curiosity, exploration, and problem-solving appropriate to children's developmental levels - conduct developmental assessments of children - model developmentally appropriate activities and positive behavior techniques through daily contact with children - develop and facilitate child development instruction for parents - design and facilitate interactive parent and child literacy activities - maintain open, friendly, and cooperative relationship with the children's family - maintain up to date knowledge of current child development practices - perform other routine childcare duties
English Modern SchoolPrimary School Teacher / Director of English Curriculum Development
Sep. 2010 - Apr. 2012Doha, QatarAs a primary school teacher, it was my responsibility to: - develop English curriculum for the lower primary department - plan, prepare and deliver instructional activities that facilitate active learning experiences - develop schemes of work, thematic units and lesson plans - establish and communicate clear objectives for all learning activities - provide a variety of learning materials and resources for use in educational activities - identify and select different instructional resources and methods to meet students' varying needs - instruct and monitor students in the use of learning materials and equipment - use relevant technology to support instruction - observe and evaluate student's performance and development - assign and grade class work, homework, tests and assignments - provide appropriate feedback on work - encourage and monitor the progress of individual students - maintain accurate and complete records of students' progress and development - update all necessary records accurately and completely as required by laws and school regulations - prepare required reports on students and activities - manage student behavior in the classroom by establishing and enforcing rules and procedures in accordance with school policies - perform certain pastoral duties including, but not limited to, student support, counseling students with academic problems and creating student development and educational plans - participate in and supervise extracurricular activities, including Book Club and Drama Club - participate in department, district, school, and parent meetings - communicate necessary information regularly to students, colleagues and parents regarding student progress and student needs - keep up to date with developments in subject area, teaching resources, theories, and pedagogical methods and make relevant changes to instructional plans and activities
University of FloridaEarly Childhood Educator
May. 2010 - Jul. 2010Gainesville, Florida AreaAs an early childhood educator, it was my responsibility to: - create a classroom environment conducive to learning and appropriate to the physical, social, and emotional development of students with an emphasis on language development and emergent literacy skills - provide for the screening and preparation of children to fully participate in program services - establish instructional programs based on scientifically based research - support the social and emotional development of children - provide activities and opportunities that encourage curiosity, exploration, and problem-solving appropriate to the development levels of the children - model developmentally appropriate activities and positive behavior management techniques through daily contact with children and early childhood staff in the classroom - select books, equipment and other instructional materials appropriate for the early childhood program - include materials and experiences in the classroom that are culturally appropriate and represent diversity - participate in regularly scheduled Early Childhood team meetings - participate in team planning sessions with all project staff to ensure well-coordinated and effective delivery of services to meet program objectives - work cooperatively and effectively as a team member by communicating and contributing information clearly and effectively - work with the parent-educator to facilitate parent and child interactive literacy activities - conduct developmental assessments of children and refer to early intervention services, when necessary - develop and facilitate child development instruction for parents - continue professional development through attending workshops, conferences, and other staff development activities - maintain up to date knowledge of current child development and pedagogical practices
Alachua County Public SchoolsTeacher: English and English Honors
Aug. 2009 - Jan. 2010Gainesville, Florida AreaAs an English III and English III Honors teacher, it was my responsibility to: - develop English literature, writing, and grammar curriculum based on state standards - administer and analyze the results of state standardized tests - plan, prepare, and deliver instructional activities that facilitated active learning experiences - develop schemes of work, thematic units and lesson plans - establish and communicate clear objectives for all learning activities - provide a variety of learning materials and resources for use in educational activities - identify and select different instructional resources and methods to meet students' varying needs - instruct and monitor students in the use of learning materials and equipment - use relevant technology to support instruction - observe and evaluate student's performance and development - assign and grade class work, homework, tests and assignments - provide appropriate feedback on work - encourage and monitor the progress of individual students - maintain accurate and complete records of students' progress and development - update all necessary records accurately and completely as required by laws and school regulations - prepare required reports on students and activities - manage student behavior in the classroom by establishing and enforcing rules and procedures in accordance with school, county, and state policies - perform certain pastoral duties including but not limited to student support, counseling students with academic problems and providing student encouragement - participate in and supervise extracurricular activities - participate in department, district, school, and parent meetings - communicate necessary information regularly to students, colleagues and parents regarding student progress and needs - keep up to date with developments in subject area, teaching resources, theories, and pedagogical methods and make relevant changes to instructional plans and activities
Orange County Public SchoolsTeacher: English, English Honors, and Drama
Jun. 2007 - May. 2009Orlando, Florida AreaAs an English I, English I Honors and Drama I teacher, it was my responsibility to: - develop theater and drama, English literature, writing, and grammar curriculum based on state standards - plan, prepare and deliver instructional activities that facilitated active learning experiences - develop schemes of work, thematic units and lesson plans - establish and communicate clear objectives for all learning activities - provide a variety of learning materials and resources for use in educational activities - identify and select different instructional resources and methods to meet students' varying needs - use relevant technology to support instruction - observe and evaluate student's performance and development - assign and grade class work, homework, tests and assignments - provide appropriate feedback on work - encourage and monitor the progress of individual students - maintain accurate and complete records of students' progress and development - update all necessary records accurately and completely as required by laws and school regulations - prepare required reports on students and activities - manage student behavior in the classroom by establishing and enforcing rules and procedures in accordance with school, county, and state policies - perform certain pastoral duties including but not limited to student support, counseling students with academic problems and providing student encouragement - participate in and supervise extracurricular activities, including Drama Club and Interact Service Club - participate in department, district, school, and parent meetings - communicate necessary information regularly to students, colleagues and parents regarding student progress and student needs - keep up to date with developments in subject area, teaching resources, theories, and pedagogical methods and make relevant changes to instructional plans and activities
Orange County Public SchoolsTeacher: Reading / EFL
Dec. 2006 - May. 2007Orlando, Florida AreaAs a Reading / EFL teacher, it was my responsibility to: - develop differentiated, individualized reading curriculum for ELL students based on state standards and best practices in literacy instruction - prepare students for state standardized testing - administer and analyze the results of state standardized tests - guide students in reading development, including improving sight word recognition, reading speed and comprehension - plan, prepare and deliver instructional activities that facilitated active learning experiences - develop schemes of work, thematic units and lesson plans - establish and communicate clear objectives for all learning activities - provide a variety of learning materials and resources for use in educational activities - identify and select different instructional resources and methods to meet students' varying needs - instruct and monitor students in the use of learning materials and equipment - use relevant technology to support instruction - observe and evaluate student's performance and development - assign and grade class work, homework, tests and assignments - encourage and monitor the progress of individual students - maintain accurate and complete records of students' progress and development - update all necessary records accurately and completely as required by laws and school regulations - prepare required measurement reports on students and activities - manage student behavior in the classroom by establishing and enforcing rules and procedures in accordance with school, county, and state policies - provide student support and counseling and create IEPs when necessary - participate in department, district, school, and parent meetings - communicate necessary information regularly to students, colleagues and parents regarding student progress and student needs - keep up to date with developments in subject area, teaching resources, theories, and pedagogical methods and make relevant changes to instructional plans and activities
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