Description
Farmers Insurance Responsible for the delivery of multiple learning initiatives for Farmers world-wide. Quickly stemmed 2+ years of agent defection and increased gross sales by 18% in less than a year. Defined and executed strategic initiatives in sales strategies, diversity, change management, agile leadership, client and employee engagement, leadership development, and talent management. In collaboration with other SME's, I successfully brought 3 global initiatives, Sales Enablement, Diversity & Inclusion and Women's Leadership, to an on-time completion and under budget (by over 30%). Due to the success of these initiative we were tapped to re-engineer Farmer's University (#1 in the nation) to keep it relevant and aligned with corporate mandates. Our main focus was on employee engagement where I proactively analyzed workforce trends and metrics to develop action plans that increase overall employee engagement and retention. Used data to identify and analyze operational challenges related to the workforce and to develop engagement solutions consistent with business realities. Created analytical framework to measure success of sales training, employee engagement projects and initiatives. For organizational effectiveness I analyzed decision-making capabilities related to the leadership and provided recommendations to improve leadership, managerial and supervisory skills to proactively and effectively address workforce and employee issues. Guidance Software Inc. At GSI I defined and led the Sales Enablement training initiatives which led to the reversal of sliding stock prices and increased profit margins by 16% Re-tooled the on-boarding of professionals in a highly complex and technical environment and decreased time to productivity by 24+% and ramped up continuous career development Leveraged technology to increase accessibility of learning opportunities to dispersed client-facing staff by shifting classroom based to virtual and online solutions. Created cross enterprise collaboration to increase effectiveness of marketing, staffing (unique talent pool location and acquisition), channel sales, sales dashboards, client and employee engagement. Recipient of the Cyber Security Industry Award for Cyber Security Training Princess Cruises Created a learning path for every enterprise within Princess, with attention to new hires and re-purposed folks. This learning program ensured that they were able to navigate and integrate seamlessly at any juncture in their tenure. Then I developed a 7 track live and e-learning system that allowed all senior and junior managers to be met at their learning level and to gain cross functionality abilities. Also created an employee engagement model to ensure their happiness and productivity which was proven success by a 30% increase in engagement scores. These programs eliminated ad hoc training waste and built the foundation for progressive training. The Garland When the Beverly Garland Hotel broke away from Holiday Inn, they aimed to create an experience for new, high end film, corporate and foreign visitors that relied more on the cultivation of staff and leadership than design. I cascaded my "Life Intelligence™ training to all employees over a two-year period ensuring that they were at the pinnacle of purveyors in guest service, experience and luxury. In that time, they have been awarded the Conde Naste Readers Choice award 2015, China's Preferred Business Destination and numerous other accolades. Dream Hotel Group Prior to opening their newest location in Hollywood I went in and assessed the entire hotel operation. I then created multiple training tracts for every department. After completing the SOP (which is now being used for each hotel) myself and 4 of my trainers conducted 3 weeks of full day workshops to ensure that the hotels vision was cascaded down to each employee. Charles Schwab Inc. National and global leader of new hire, on-boarding and training of advisors and managers. Conducted needs analysis, stakeholder alignment, training creation, facilitation, train-the-trainer, program branding and socialization. Delivered over 200 live, web-based workshops, and e-learning content saving the organization over $450k by eliminating prior vendor training. By truly partnering with stakeholders we accomplished a complete change in corporate culture and re-tooled their national sales force and support staff. With this initiative Schwab was finally able to achieve the #1 position in customer service (JD Powers), increase sales 27% + each year, and increase employee engagement by 32%+. By aligning the new hire on-boarding program with corporate initiatives and using state of the art training concepts we realized a 48% drop in attrition. Mutual of Omaha Inc. Led the development and deployment strategy for learning for all 5,000 insurance advisors as well as product learning for external customers. Partnered with senior executives to develop a capstone program focused on strategy, innovation, business acumen, client and advisor engagement for insurance, mutual funds, employee benefits and advisory services. Attained an annual budget of 1.7 million by establishing a funding model to source budget from division leaders. Responsible for leading communication and marketing efforts to drive participation. Aligned evaluation and effectiveness metrics against L&D curriculum and initiatives to consistently evaluate and enhance programs. Initiated/completed 317 B2B sales contracts in the first year leading to exceeding sales goals by 63%. Senior Advisor for Veterans in Residence Program in association with Weworks. On the board of 3 NP's benefiting at risk youth, animal welfare, and tech for teens US Marine Corps/Nuclear, Biological and Chemical Warfare Officer BS Business Administration Licensed Ayurveda Physician RIA (Registered Investment Advisor) 42 Training Certifications
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