Sales Training

KATHRYN Z. MEANY

Ossining, NY ***** Tel: 914-***-****

Email: *******@***.*** Mobile: 904-***-****

SUMMARY

Enthusiastic and upbeat Senior Learning and Development Specialist and Practitioner who demonstrates outstanding

leadership qualities, strong executive relationships, and fiduciary responsibilities. Offers a glo bal and multi-disciplined

background in needs analysis, instructional design, global training facilitation, core business skills and leadership trainin g,

strong global client relationship management, staff development, and global project management.

* Expert at critical and strategic thinking to meet business partners’ goals. Increased revenue 15% and

strengthened Client Relationships in one year.

* Develops blended learning solutions based upon data analysis and objectives. Achieved 20% cost reduction.

* Develops “just in time” modular courses for ease of content retention to achieve measurable business results.

PROFESSIONAL EXPERIENCE

PHOENIX LEARNING SOLUTIONS, LLC, New York, NY 2009

President/ Consultant/ Practitioner

Provides visionary solutions for corporations’ Learning & Development needs. Performance Consulting services include

Analysis, Instructional Design, Curriculum Development, Facilitation, and Evaluation for corporations in all industries.

Clients: Corporate Family Network; Learning Express; Juvenile Diabetes Research Foundation; Computer Generated

Solutions; Pearson Learning

DEUTSCHE BANK AG, New York, NY 2007-2009

Vice President, Training Manager and Practitioner/Development Specialist

Recruit, lead, manage, and motivate team of 5 Training Coordinators and 6 Development Specialists.

Global Project Lead of development of a Global New Hire Orientation Roadmap and Program .

Americas Regional Project Lead of development of Global Core Curriculum for Cross Divisional business units .

Manage divisional client relationsh ips in U.S., Latin America, and Canada.

Manage core curricula offered by divisions and cross -divisionally, including identifying gaps through analysis, working with

vendors to design new courses, customize existing courses, marketing, and facilitation. Curricula includes: Personal

Development, Leadership and Management, Culture and Orientation, Performance and Talent Management.

Project Management: global rollout of HR Online for Recruiting, to include scheduling, resources, logistics, budgets, Train-the-

Trainer of Subject Matter Experts. Project completed on schedule.

Provide metrics, reports, relevant information on impact of development products to key stakeholders in HR and the business .

Analyze data to provide strategic solutions.

Vendor Management of external providers. Achieved cost savings and ensured best practices.

REUTERS AMERICA INC., New York, NY 2004-2007

Learning& Development Manager and Practitioner, Americas Global Sales & Service Operations (11/05-8/07)

Managed team of 9 Learning Specialists and 2 Learning Administrators, NY and St. Louis, MO.

Directed training solutions for: Sales, Focus Group Account Sales, Client Training, Call Centers, Editorial, and Reuters Support

Identified learning needs and priorities, allocate d resources, and delivered customer requirements using blended learning

processes, including eLearning. Managed work processes to ensure they met customer needs.

Developed Products and Markets learning pathways for Sales with an emphasis on rapid assimilation of content that supported

strategic vision with accountability for achieving measurable business results.

Directed global learning projects for Americas: Levels 1, 2 Financial Markets Learning Programs ; Trade applications.

Developed and managed external consultant and vendor relationships, with focus on Financial Markets and Core Business Skills

learning development.

Learning& Development Manager and Practitioner, Americas Data Operations (4/04-11/05)

Project Management: Global Project Training Manager for Equities Data Migration to Bangalore, India.

Developed global project plan to include schedules of deliverables, resources, logistics, etc.

Managed training project to include program design, d evelopment, delivery and evaluation.

Directed the global Equities Dataset Training Team, consisting of 50+ trainers and 20+ instructional designers.

Facilitated numerous Train-the-Trainer workshops to develop Subject Matter Experts to become Trainers.

Completed project 6 weeks prior to target deadline.

Directed training solutions for the Americas Dataset Managers, identified and set priorities for the dataset group, allocated

resources and delivered customer requirements using Global Learning processes. In troduced courses: Change Management,

Virtual Team Management, Working/Managing as an Intercultural Team.

Global Team Lead: Reuters Knowledge; Reuters Station; Reuters Global Certificate Program; Service Impact Awareness

Program.

Developed Global Learning Pathways for Data Team Leader and Market Analyst roles.

Developed and facilitated Expertise Program as a collaborative workshop for Data Operations and Editorial.

Kathryn Z. Meany, 914-***-**** or 904-***-**** Page 2

Managed and forecasted annual Americas Data Operations Training budget.

Developed and managed external consultant and vendor relationships.

EXECUTIVE CORPORATE STAFFING, New York, NY 2003-2004

Director of Marketing, Consultant (7/03-4/04)

Client Relationship Management; Sales & Marketing; Recruiting & Staffing

MERRILL LYNCH, New York, NY 2000-2002

Vice President, Training Project Manager and Practitioner, Research Division (6/02-11/02)

Directed training of Self Regulatory Organization (SRO) procedures to ensure regulatory issues enforced.

Directed global training and development of risk management platforms for Research Analysts.

Designed, developed, and delivered training curriculum, and implemented all levels of training programs based upon needs

analysis to 1600+ Research Analysts and support staff.

Vice President, Sales Training Manager and Practitioner,Global Markets & Investment Banking Division (8/00-6/02)

Institutional Sales and Technology Traini ng:

Managed and developed team of 6 Sales Training Specialists.

Designed, developed, and implemented all levels of global sales training programs based upon needs analysis (i.e.,

technology skills, selling skills, presentation skills, financial analysis s kills, product knowledge, etc.).

Increased sales account penetration through CRM and Market Data Systems training.

Mastered state-of-the-art financial services platforms to raise sales productivity 50% through training.

Increased market share 60% of sales and client trading/research portals, with cost savings of $2 million.

Coordinated and delivered global sales training seminars, group presentations, one -on-one trainings for 6000+ Equity and

Debt Sales Staff and Institutional Traders.

PRUDENTIAL SECURITIES, INC., New York, NY 1995-2000

Assistant Vice President/ International Training Specialist, Private Client Group, NY (8/98-8/00)

Retail Sales and Technology Training:

Developed and provided sales training and professional development to entry level Financial Advisors, to include selling

skills, product knowledge, sales technology, and regulatory issues training.

Delivered global training to Executive Management, Financial Advisors, Sales Assistants, and Operations to 3000+ users in

Latin America and Asia Pacific Regions.

Increased product use by global sales force to 90% average through marketing and training.

Sales Technology Training Specialist - Jacksonville, FL (4/97-8/98)

Retail Sales and Technology Training:

Delivered training in all vendor and proprietary financial services sales platform (including MS Office), and product support in

U.S. and Europe to 6000+ Branch Management, Sales Financial Advisors and support staff.

Registered Sales/Marketing Assistant - Jacksonville, FL (9/95-4/97)

PROFESSIONAL CERTIFICATIONS

Licenses: Series 7 and 63 (inactive 2/05); Life, Health, and Variable Annuity (inactive)

Certified in Microsoft Solutions Framework

TECHNICAL SKILLS

MS Office Suite, MS Project, Outlook, Exchange; Lotus Notes, Sharepoint, ACT!, W ebex,; Financial Industries Proprietary

Applications: Securities trading platforms, Research, and Client portals; Financial Market Data Applications: Reuters, Bloomberg,

Bridge, Sungard PowerPartner; various LMS and CRM applications ; eLearning authoring tools Articulate and Captivate

EDUCATION

Current: ASTDs Certified Professional of Learning and Performance (CPLP) ; expected exam completion Q1 2010

Course of Study: BBA, Finance, Pace University, New York, NY

MEMBERSHIPS

American Society of Training & Development, NY Metro Chapter, Past President 2009, President 2008, President Elect 2007, VP

Marketing 2006, Co-Leader of Transition Special Interest Group 2009; Member of ASTD National since 2004

Society of Human Resources Management (SHRM) 2009; Westchester Human Resources Management Association 2009

Executive Women’s Golf Association, Westchester Chapter since 2005

Reuters Women’s Network Affinity Group, Steering Committee 2006-2007

COMMUNITY SERVICE

Virtual Enterprises Job Readiness Workshop to High School Students, through NYC Dept. of Ed, 2008 -2009

W orkforce Readiness Workshops to Equal Opportunity Center, funded by the State University of New York, University Center for

Academic and Workforce Development, and administered by Westchester Community College

Contact this candidate