Felix Yawson

Executive Director | Morgan Stanley U.S. Banks Compliance

Baltimore, Maryland, United States

About

Felix Yawson is a highly experienced and accomplished professional who specializes in utilizing various training approaches and change management framework to maximize user awareness, employee compliance, and promote user adoption in large organizational settings. Additionally, Felix Yawson possesses excellent interpersonal, verbal and written communication skills, and works exceptionally well in a team-oriented environment. Felix Yawson has various professional certifications, a Bachelors degree (BSc. Honors) in Economics and Management and a Masters degree in Business Administration (MBA). Maryland, USA

Experience

  • Morgan Stanley (Baltimore, Maryland, United States)
    • Executive Director | Morgan Stanley U.S. Banks Compliance
      Jan 2026 - Present · 6 mos

    • Vice President | Head of Bank Compliance Policies & Training | Morgan Stanley U.S. Banks Compliance
      Jun 2021 - Jan 2026 · 4 yrs 8 mos

      Managing all internal and external compliance training, policies and procedures initiatives for Morgan Stanley’s US Banks, with particular emphasis on the development and management of a robust job function-specific Compliance course catalogue and policy governance.

  • Salesforce Success Manager at Freddie Mac
    Mar 2018 - Jun 2021 · 3 yrs 4 mos

    Managed Training, Enablement, End-User Adoption and Efficiency. Saleforce Center of Excellence, Single-Family Office of the Client.

  • Manager | Training & Project Delivery at CoreSphere, LLC.
    Nov 2014 - Feb 2018 · 3 yrs 4 mos

    10/2016 - 02/2018: Senior Consultant at the US Securities and Exchange Commission (SEC) Office of International Affairs (OIA). www.sec.gov/oia. Salesforce Service Cloud Implementation for the OIA Technical Assistance, Enforcement, Supervisory Cooperation and Regulatory Policy groups. 11/2014 - 9/2016: Salesforce Global CRM Training Manager at the International Trade Administration, ITA, US Department of Commerce. Washington, DC. http://www.trade.gov Successfully led the global training of over 2000 ITA Salesforce CRM users in 70 countries worldwide; Led the planning, curriculum development, logistics and execution of live classroom training; Managed a team of 5 professional Trainers; Developed over 5 hours of Computer Based Training (using Adobe Captivate) for the ITA CRM New User Training series. As Manager of Training and Project Delivery for CoreSphere, was responsible for performing requirements analyses, developing user stories, keeping track of budgets, providing data analyses and creating reports, developing Training Plan for projects, Performing End-User Training, Developing Training Curriculum and User Manuals. Additional responsibilities included supporting client delivery work, technology and business consulting practice and generating business initiatives through RFP responses.

  • Deutsche Bank (Washington DC-Baltimore Area)
    • Vice President, Corporate Training
      Jan 2004 - Nov 2014 · 10 yrs 11 mos

      Led the overall Asset and Wealth Management (AWM) Division's Technology Training Program which included all New Hire Training, all New Application Rollout training and Existing User Training. The program covered all business, financial, compliance, operational and technology products training; Trained all personnel including all 650 Client Advisors and Sales Associates and over 400 Middle Office and Senior management; Designed the Training Strategy and Rollout Plan for over 30 new technology and software applications over 10 years including Salesforce.com CRM, Pershing NetX360, New Account Opening System, Document Management System, etc; Successfully deployed Salesforce.com Chatter as the Project Manager; Performed ongoing and consistent evaluation of training programs to gauge its overall effectiveness; Travelled regularly (80%) to region of branches across United States on as needed basis to conduct refresher training; Annually represented Deutsche Bank at Salesforce.com Dreamforce conferences.

    • Web Support Representative
      Jul 2000 - Jan 2004 · 3 yrs 7 mos

      A senior member (later Supervisor) of a team of six that supported 500 Brokers and Sales Assistants; Cut turnaround time for enrolling and modifying users in half by streamlining processes, developing and implementing improvements in efficiency and accuracy; Key player in the coordination and development of the Electronic Trade Confirmation program, ensuring databases stayed correct and current and instituting process improvements after program implementation; Major participant in the successful migration of 10,000 clients from an old website to new online portal (DB Connect).

  • Store Manager at Eko Food Stores
    Jan 1999 - Jul 2000 · 1 yr 7 mos

    Provided store administration and personnel management for one of the only stores then in the Baltimore area offering African, Caribbean and other international foods and products; Trained and supervised four employees, developed schedules and assigned tasks; Implemented product promotions and programs to achieve sales objectives, managed cash and handled weekly inventory audits; Implemented a rearrangement of aisles that enhanced visual space and provided more room for customers to maneuver resulting in increased sales and better inventory control