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Program Manager Social Media

Columbus, Ohio, United States
August 30, 2018

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**** ***** ****** **** *** Albany, OH 43054

Tel: 330-***-****

I am a well-seasoned and highly motivated leadership development specialist with over 9 years’ experience through many facets including finance and wealth management fields. I have many well-rounded varieties of skills that include project management, internal change management, training and development, instructional and organizational design, and team building and coaching. I take a proactive approach by prioritizing key needs and partner with senior management to ensure the success of our employees on-going education and develop different learning programs to collaborate and work effectively across various business divisions. I am a natural problem solver who can quickly adapt to the communication style and needs of a diverse range of people.


Master of Business Administration

Ohio Dominican University

Concentration in Leadership Development

2nd Concentration in Finance

Graduation Date: Fall 2018 GPA 3.76

Bachelor of Art

Ohio Dominican University

Major: Communication Studies, Public Relations

Minor: Marketing

Graduation Date: May 2010 GPA 3.42


UBS Financial Services

Feb. 2016 – May 2018

Authorized Officer – Market Technology Specialist

I managed over 300 employees, managers, and senior stakeholder’s technology development and education that includes internal change management in the technology and digital transformation, wealth management, and business development. Supporting more than 30 platforms, I assist with day-to-day practice management, tasks, client interactions and employee development that help support the firm's strategies and values.

•Developed and delivered various training courses and/or materials for asset managers and senior management that includes course outlines, eLearning via Webex, visual job aides, and data reporting.

•Liaise with internal team, and technical and business-facing stakeholders where appropriate to promote program / capability awareness, and generate support for achievement of program objectives

•Developed and articulated strategic objectives to engage and educate staff on ever-changing initiatives within my market in the technology field.

•Successfully transitioned to appropriate business owners and senior management for sustainment.

•Implement transformation initiatives during rapid change across the divisions and markets to accomplish business goals as set by the firm and senior leadership

The Ohio State University

Fisher College of Business

June 2015 – Sept. 2015

Program Manager – National Center for the Middle Market

As the program manager for the NCMM, I worked closely with Thomas Stewart and Doug Farren to

help manage the day to day activities within the NCMM. This included working with various

partners within the middle market community such as businesses, researchers, and students to

identify the most important needs and challenges faced in the middle market

• Training and development of interns, staff, and faculty.

• Coordinated and managed all day-to-day activities including meetings, travel, expenses, and various other initiatives. Managed website content and social media content with partnered vendors.

Morgan Stanley

Dec. 19 2010 – June 2015

Senior Technology training and development specialist for wealth management

Train and develop staff including training and sales personnel for the purpose of instructing end-users and clients.

Maintain training room equipment for optimum functionality including upgrades and repairs when needed.

Conduct learning needs analysis to integrate needed lessons in curriculum design and development.

Developed training program and instructional material on safety programming troubleshooting maintenance and installation of specific softwares and hardwares.

Reviewed current training documentation and re-wrote technical procedures and training manuals as necessary.

Provided visual learning thought installation and use of software and hardware in training lab environment.

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