Training Management

Lauren D. Greico

*** **** ***** ********, ** ****2

Cell (914) 837- 3152 *********@*********.***

Qualifications Summary

With more than 13 years in various roles within the financial industry, I have held multiple

management roles, leadership development roles, training project management roles and have

had instructional design experience. I am an expert in running and managing project

management teams which also include release management strategies and teams. I am

experienced in selecting, testing and administering Learning Management Systems and have

significant experience in authoring text based and computer based training materials. I have

managed a training budget of more than $40 million during the Morgan Stanley Smith Barney

Conversion, where I was managing the vendor relationship with over 450 plus trainers

nationwide. My main responsibilities included managing the 450 trainers, developing and

running multiple train the trainer program, developing the detailed multi-year training plan and

executing the deployment of this multi-year plan on schedule. I have National and International

speaking credentials which stands out as one of my more significant and outstanding strengths.

Professional Experience

Morgan Stanley Smith Barney, New York, New York October 2008 – present

National Training Manager, Vice President

• Managed and oversaw training budget of $40 million during Morgan

Stanley Smith Barney conversion

• Oversight of all training related to existing and emerging technology

rollouts and enhancements that affect the retail and private wealth management field of

users for over 20,000 financial advisors and support teams.

• Oversight and supervision of all ongoing training deployment, training

collateral and training communications.

• Managed vendor relationship with multiple training vendors during the

MSSB desktop conversion.

• Managed, trained and build deployment plan for 450 trainers nationwide

for MSSB desktop conversion.

• Working with internal MSSB training team & vendor training team to

manage and implement consistent training standards and practices.

• Managed and ran the Virtual Training Desk.

• Developed and implemented learning strategy for executive management

• Manage staff of: NY Corporate team of 7, trainers (internal firm

employees 55, external up to 400 plus vendor employees)

• Responsible for assessing training needs and designing & delivery of

solutions that produced measurable results to the employees, management and the

organization.

• Learning Management System owner

• Strategized and partnered with various application owners and business

units

• Developed Release Management System that is now used firm wide

• Strategy- set overall strategic direction for nationwide trainers

• Strategized and partnered with various application owners

and business units

set overall strategic direction for change management,

•

as well as establish change strategies for specific initiatives

• Assessed organizational needs for MSSB Conversion and

collaborated with multiple business partners within firm organization

Morgan Stanley Smith Barney, New York, New York May 2007 – October 2008

Divisional Training Manager, Vice President

• Managed Northeast Division of 8 Smith Barney Regional Technology

Trainers

• Was held responsible to meet various divisional goals set by the Division

Director

planning and implementation of strategic training and

develop met opportunities

lead multiple cross organizational projects (Advanced

Practice Management, Team Training, and Leadership Development)

Created Divisional & Regional Technology Programs

Morgan Stanley Smith Barney, New York, New York June 2005 – May 2007

Regional Technology Trainer, Assistant Vice President

Supported and responsible for training 30 branch offices with over 800

users on all desktop training.

Delivered proprietary systems and platform training in conjunction with large-

scale platform integration project to users at multiple levels.

Created and maintained training manuals, modules, various types of

reference materials and newsletters utilized within the field to support delivery of defined

curriculum

Performed a needs analysis within the territory and subsequently

developed and maintained a training program unique to the territory

Provided instruction on a variety of technology training and business

development related topics to users via classroom training, one-on-one training, virtual

training and multiple types of written collateral.

Coordinated with branch management teams and technology business

teams in order to provide the most efficient training for the branch users.

Smith Barney, Scarsdale, New York

Financial Advisor June 2002 – July 2005

• Successfully completed the Smith Barney Financial Advisor Training

Program in 2002.

• Build & created financial plans for prospects and clients.

• Managed over $18,000,000 in client assets.

• Had a business model mix of self advisory & managed money, but was

transitioning business more to managed money type of accounts

Educational Background

Bachelors of Administration in Finance - 2000

Coastal Carolina University, Conway, South Carolina

Licenses

Series 7, Series 63, Series 65, Life & Health Insurance

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