I am a learning professional with 25+ years of designing and delivering high-impact educational experiences across secondary and higher education. I specialize in translating complex concepts into engaging, learner-centered content that drives engagement, retention, and performance.
I excel at curriculum innovation, cross-functional collaboration, and leveraging data insights to continuously improve outcomes. I bring with me deep experience in digital learning environments, scalable course development, and multimodal delivery, all focused on aligning learning solutions with organizational goals and driving measurable performance gains.
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I designed a comprehensive training program for Valley Strong Credit Union counter workers that reimagined upselling as a core component of member advocacy. By centering the approach on “human-focused banking,” I equipped the team with the essential soft skills—specifically active listening and empathy—needed to transform routine transactions into meaningful financial consultations. My strategy focused on teaching staff to identify “life event triggers” through organic conversation, allowing them to provide value-driven recommendations that helped our members and communities prosper. By integrating our “Own It” and “Innovate Boldly” values into realistic, safe-to-fail roleplaying, I empowered our frontline to move beyond simple order-taking and become proactive partners in our members’ financial success.
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