Training Professional

PROFILE

Highly organized, experienced trainer with outstanding communication skills, especially the ability to assimilate information quickly and convey ideas in the context of realistic business scenarios enabling clients to quickly become productive members of their respective teams.

PROFESSIONAL BACKGROUND

MORGAN STANLEY – EQUITY RESEARCH December 1995 – July 2008

Morgan Stanley, London February 2004 – July 2008

Information Technology and User Technology Trainer

• Designed and delivered training on a suite of bespoke and MS Office applications for Research users across Europe, South Africa, Dubai, and Asia Pacific

• Provided training, coaching and support to a demanding audience of +300 users including instructor-led classroom training, one-to-one desk side coaching, and live web-based training

• Worked closely with Business Unit sponsors, IT developers and technical support teams to ensure that both new and existing technology applications are taught in the context of realistic business scenarios

• Managed the roll out of all new end-user technology products/upgrades and assisted global trainers with their respective deployments. Involved from inception to delivery including UAT

• Chaired global formatting team, designed case studies, etc.

• Co-chaired global task force for development of global curriculum of business and technical training products

• Successfully implemented global curriculum for Research Associates including designing course content, delivery, scheduling, feedback/evaluation and reporting

• Provided strong contribution to the development of computer-based training modules (CBT)

• Promoted knowledge sharing of ongoing best practices with clients and global colleagues through tech-tips, workshops and floor walks

• Periodically visited teams to review processes, identify skill gaps and provide training needs analysis

• Organized in-house events for IT and other groups

• Designed and developed documentation including quick reference guides for FAQs

• Supported Helpdesk with users’ post-training questions and issues

Morgan Stanley, New York January 1999 – February 2004

Information Technology and User Technology Trainer

• Designed and delivered instructor-led classroom, one-to-one desk side coaching, and live web-based training for Equity Research (ER) in NY and the San Francisco and Houston branches on all applications used within Equity Research

• Provided cross-divisional support through firm-wide training on Microsoft Office products and Morgan Stanley proprietary applications

• Maintained close working relationship with training manager to formulate course outlines and determine instructional methods, training materials and quick reference guides

• Conducted training needs assessment of new team assistants for Equity Research team

• Coordinated training schedule based on the hiring and training demands of Equity Research team

• Provided technical support and worked with event planning team on annual technology industry conferences in Arizona and California

Morgan Stanley, New York December 1995 – January 1999

Research Assistant

• Supported multiple analyst teams in Technology, Education and Latin America Retail sectors as well as additional analyst teams in Boston and San Francisco

• Responsible for preparation of various research products: notes, reports and marketing handouts

• Maintained database of client contacts

• Demonstrated strong organizational skills; prepared travel itineraries, expense reports, and other projects

• Additional responsibility involved new hire training on in-house applications and best practices

• Worked with event planning team to produce two annual technology industry conferences

Kenmar Securities Inc., Greenwich, CT June 1992 – December 1995

Marketing Associate

• Reported to President and General Counsel, serving as liaison between legal, research and marketing departments

• Responsible for preparation of all in-house presentation material

• Negotiated with vendors

• Supervised marketing assistants and mailroom staff

MGM Associates, New York September 1990 – June 1992

Office Manager

• Managed architectural firm. Responsibilities included administration of employee benefits, accounts payable/receivable, payroll, purchasing of supplies and equipment, and special projects

KME Management Services, Inc., New York May 1988 – August 1990

Office Manager

• Managed venture capital firm. Prepared annual operating budget and quarterly reports, general accounting including payroll, accounts payable/receivable, general ledger, taxes and statutory filings, benefit administration and purchasing of supplies and equipment

• General secretarial duties including correspondence, dictation, expense reports, travel and meeting coordination

Mark H. Berger, LP, New York April 1985 – May 1988

Office Manager

• Managed law office. Responsible for general accounting including payroll, accounts payable/receivable, general ledger, taxes and statutory filings, benefit administration and purchasing of supplies and equipment

• General secretarial duties

KEY PERSONAL & PROFESSIONAL ACHIEVEMENTS

• Member Toastmasters Int’l , founder of Canary Wharf Communicators Club in London (2006), which has received recognition from Toastmasters Int’l as a Distinguished (2007) and President’s Distinguished (2008) Club

• Selected to participate in Morgan Stanley Fast Forward Management Program 2005-2008

EDUCATION

Liberal Arts degree, 3.8 GPA

CUNY, New York, NY

TECHNICAL SKILLS

Windows XP, Microsoft Office Suite, Microsoft Project, Outlook, Internet Explorer, SharePoint, Live Meeting and Adobe Captivate

INTERESTS

Travel, baking, reading, singing, public speaking

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