Experience

Manager, Learning and Organization Development:
OppenheimerFunds, Inc. August 2000 - Present

l Manage a team of classroom trainers, instructional designers, and system administrators.
l Design and implement job skills training projects, new hire training, fund accounting training,
and regulatory licensing/continuing education training.
l Select, evaluate, and develop training instructors and instructional designers.
l Create and manage departmental budgets and prepare reports to justify expenditures.
l Assess training and development program effectiveness and report results to key customers
and stakeholders.
l FINRA (Financial Industry Regulatory Authority) General Securities Principal for Human
Resources and Training departments.

Instructional Design/Classroom Facilitator
OppenheimerFunds, Inc. October 1996 - August 2000

l Design and develop instructor-led and computer-based training classes and materials.
l Facilitate classroom training and distance-learning presentations via Webex/video conference
using a variety of instructional techniques and formats.
l Select and develop instructional, assessment, and evaluation strategies.
l Record training participation data and maintain learning management system information.
l Evaluate and recommend vendor training materials and courseware.

This is a field manual I helped create to assist subject matter experts in a "Leaders as Teachers"
program in developing training presentations. The presentations were targeted to support
operational needs and corporate business objectives. The manual outlines the process we
created and implemented to ensure learners understood the material and could apply it back on
the job. Click here to see the LAT Field Manual.

Consulting

l Perform analysis to assess business needs and recommend training interventions appropriate
to support business objectives.
l Evaluate, recommend, and procure training technology and learning management solutions.
l Conduct surveys and interview managers to develop annual training plans and schedules.
l Create training curriculums and development schedules.

This is a training problem-solving model for use during initial needs analysis interviews. The
format ensures alignment with business goals and increases speed to market for new training
projects. Click here to see the Training Problem Solving Model.

Professional Development