Herriman, Utah, United States
I am a career training and development professional. My primary field of expertise is in the financial industry and I currently work in Banking compliance. My mission is to help businesses and individuals make smart and sound decisions related to their finances. I received my MBA from Utah State University. I am a licensed securities broker (Series 7, and 63) and I have completed the Certified Financial Planning Certificate program through Kaplan University. Areas of Proficiency Include: Curriculum/Program Management & Development, Project Management, Articulate Storyline, Adobe Captivate, Classroom and Virtual Curriculum Development & Facilitation, Adult Learning Theory, ADDIE, and working with a vast array of Subject Matter Experts.
Responsible for Bank Compliance training development and management.
I Manage and help Develop the compliance training curriculum for approximately 7,000 associates and contractors. I work as Project Manager with Subject Matter Experts for a variety of compliance training requirements, and training development and design, to ensure regulatory and company compliance requirements are met.
I wrote and developed training programs that are administered to employees across the organization in the areas of securities trading, data base administration, retirement and tax, corporate services, customer service, and sales.
I provided clients with information pertaining to retirement accounts, taxes, and trust and estate matters.
I taught Beginning and Intermediate French part-time as an independent contractor through the Canyon School District's Continuing Education Program.
Stocks and Options Security Trader
I educated clients and prospects about proprietary securities trading software.