Years of experience: 18

๐Ÿงจ ConsultingCoachingBanking & Capital MarketsInvestment ManagementSourcingCall Center Trainer

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Lara's Career Path
DirectorJun. 2023 -
Present
BNY Mellon | PershingDirector
Vice President, Learning and DevelopmentMay. 2018 -
Jun. 2023
BNY Mellon | PershingVice President, Learning and Development
Greater New York City AreaI orchestrate end-to-end curriculum development and delivery across online, face-to-face, and blended learning environments. To that end, I provide oversight to learning & development professionals, and drive cross-functional collaboration between application developers, project managers, product business owners, legal, and compliance teams to align operations and strategy. I assess learning ...
Senior Analyst, Education ConsultantApr. 2015 -
May. 2018
Pershing, a BNY Mellon companySenior Analyst, Education Consultant

Lara's Posts

  • About myself

    With 15 years in client success, I've excelled in implementation and training within the finance sector. I successfully onboarded over 3000 partners to our LMS, reducing client issues by 30% and boosting client engagement by 300% through enhanced education.

  • Job Description

    Seeking a remote VP of Client Success position within a wealth-tech, fintech, or financial firm, where I can leverage my extensive experience to drive client satisfaction and success.

  • How to contact

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  • How I can help you

    โ€ข Build strong client partnerships โ€ข Enhance client retention โ€ข Conduct skill gap analysis โ€ข Provide expert software consulting Competitive Edge: โ€ข 15 years in SaaS โ€ข 5 years in WaaS โ€ข Proven relationship-building

  • People I am looking for

    Ideal Clients: โ€ข Finance โ€ข Financial Technology โ€ข Wealth Management RIA โ€ข Broker Dealers โ€ข Technology Firms

  • Experience & Cases

    Achievements: โ€ข 300% increase in upskilling โ€ข Onboarded 1500 advisors โ€ข Upskilled 3000+ employees Previous Clients: โ€ข Confidential

  • How to contact

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  • About myself

  • Job Description

  • How to contact

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