At Momentum Financial Services Group, I've designed training for major point-of-sale system transitions, moving teams from CLI to GUI and later from GUI to web-based systems through change-management and simulation training.
I've improved learning operations by introducing LMS features, automating completion reporting and internal communications, and implementing ChatGPT, Power BI, Power Automate, and SharePoint. My work reduced retail staff email overflow by 40%, decreased onboarding time by 15%, and increased insurance acceptance from 65% to 80% through redesigned sales training.
I also mentor instructional designers, developers, and writers; partner with SMEs and stakeholders; and manage course development, vendor relationships, documentation, and LMS testing. I bring a practical, data-informed approach to curriculum, workflow automation, and learner-centered delivery.
