Designed agendas, communications, presentations, spreadsheets and other materials for internal and external audiences.
Developed and maintained intranet pages (HTML, some JAVA, SharePoint)
Leadership
Supervises employees and workflows
Maintains confidentiality in a visible position with high-level access to client’s personal and financial data, HR records and leadership objectives
Manages multiple budgets
Program Management and Training
Project managed and implemented at the state level related to events, facilities management, new policies, and initiatives
Project managed and implemented initiatives for a business line diversity and inclusion council representing 2400 team members
Facilitated diversity, conflict management, recognition and soft skills training to over 1200 team members in person and virtually using virtual classroom software and Dreamweaver
Developed structured team activities related to annual team member satisfaction survey for over 800 team members
Relationship and Collaboration
Builds meaningful and productive relationships with high net worth clients, team members, leaders and vendors to foster a supportive and inclusive environment, both in person and virtually
Collaborates with individuals and internal lines of business to anticipate needs and deliver exceptional service as an internal resource for policies, problem resolution, research, and technology
Consulted with team members and leaders across business lines to develop and manage programs and training related to engagement, mentoring, and recognition