AI and Technology Adoption | Regulatory Change | Process Transformation

I lead cross-functional work that turns complex requirements, fragmented processes, and specialized knowledge into coordinated programs, repeatable workflows, and practical systems for adoption.

Across more than a decade in financial services, healthcare, government, retail, technology, and startup environments, I have worked across the full implementation chain: requirements, stakeholder alignment, role mapping, reviews, documentation, readiness, rollout, quality control, and measurement.

Selected Career Impact

  • Supported a regulatory initiative reaching 36,000 employees across more than 10 business units

  • Coordinated implementation structures involving eight role-specific pathways and more than 50 subject matter experts

  • Eliminated approximately 200–300 manual email interactions through workflow automation

  • Reduced rework by approximately 35% and quality issues by approximately 50% through team standardization

  • Supported technology and process adoption across more than 400 retail locations and within a 200,000-associate organization

TD Bank — Sr. Learning & Development Designer

Jun 2022 – Present | Remote

Lead enablement workstreams supporting regulatory change across a large financial institution.

  • Led enablement for a 14-month initiative serving 36,000 employees across more than 10 business units, eight implementation pathways, and 50+ subject matter experts

  • Translate complex financial-crime requirements into role-specific implementation structures, learning assets, job aids, walkthroughs, and performance support

  • Designed an automated intake and approval workflow that processed 70+ requests and eliminated approximately 200–300 manual email interactions

  • Partner with risk, compliance, product, business, and technology stakeholders to clarify ownership, govern reviews, and prepare initiatives for rollout

  • Build quality controls, accessibility standards, documentation systems, and reusable frameworks that support consistent execution

ansrsource — Instructional Designer (Contract)

Jul 2024 – Dec 2025 | Remote

Designed accessible digital learning and implementation support across education, healthcare, accessibility, and specialist technology projects.

  • Served as a subject matter expert for AI business integration within a multi-course AI Project Implementation program

  • Converted complex expert knowledge into structured curricula, learning flows, assessments, and review-ready materials

  • Coordinated distributed stakeholder feedback across instructional, technical, accessibility, and platform requirements

  • Created reusable structures that made content easier to review, revise, and maintain after delivery

Braintelligence — Chief Marketing Officer (Freelance)

Jun 2023 – Nov 2024 | Remote

Led marketing, communication, and early operating development for a neuroanalytics startup.

  • Established product positioning and messaging for business, investor, and customer audiences

  • Translated a technical product into clear value propositions, presentations, and decision-support materials

  • Developed market-research, business-development, and internal communication workflows

  • Organized product knowledge and strategic research for the founding team

Level 00 — Freelance Copywriter (B2B SaaS & Tech)

Dec 2022 – Dec 2023 | Remote

Produced research-driven content for technology, policy, business, and operational audiences.

  • Translated complex products, systems, and requirements for executive and technical readers

  • Created long-form content, research summaries, and decision-support materials while preserving technical accuracy

LL Flooring — Training Specialist

Apr 2021 – Jun 2022 | Richmond, VA

Led learning and rollout support for technology, process, and onboarding changes across more than 400 retail locations.

  • Built scalable training, performance-support tools, and manager resources for new platforms and frontline workflows

  • Partnered with field leaders and subject matter experts to standardize operational knowledge

  • Supported LMS implementation and onboarding modernization across a distributed workforce

Lowe’s Companies Inc. — Senior Learning Designer

Oct 2020 – Mar 2021 | Remote

Designed scalable enablement for workforce-transition initiatives within a 200,000-associate organization.

  • Built learning and knowledge-transfer systems for new platforms, processes, and operating standards

  • Converted enterprise changes into role-aware guidance across multiple business functions

  • Created rollout resources supporting consistent adoption across a large, distributed workforce

Performance Plus International — E-Learning Consultant

Jan 2017 – Oct 2020 | Philadelphia, PA

Led client-facing learning and performance-support engagements for government, healthcare, and corporate organizations.

  • Managed projects from requirements gathering through design, development, stakeholder review, quality assurance, and delivery

  • Coordinated clients, subject matter experts, designers, developers, and production contributors

  • Built accessible training, documentation, review frameworks, and process-support tools for regulated and high-complexity environments

  • Established reusable production and review structures that improved consistency across projects

Utica National Insurance Group — E-Learning Specialist

Nov 2016 – Jan 2017 | Remote

Developed and maintained compliance and operational learning for enterprise insurance teams.

  • Administered LMS content, assessments, course updates, and training delivery

  • Partnered with stakeholders to maintain procedural accuracy across regulated materials

Donatos Pizza — Interactive Media Specialist

Apr 2015 – Sep 2016 | Columbus, OH

Created learning and communication resources for corporate and franchise operations.

  • Produced multimedia training for operating procedures, customer experience, and brand standards

  • Standardized process communication across geographically distributed restaurant locations

Core Competencies

  • Program and Transformation Leadership

    • Cross-functional program delivery

    • Enterprise rollout planning

    • Organizational readiness

    • Regulatory change adoption

    • AI and technology adoption

    • Stakeholder governance

    • Role-specific implementation

    Operational Systems and Governance

    • Workflow design and automation

    • Intake and approval systems

    • Process mapping and improvement

    • Review governance

    • Documentation systems

    • Quality assurance controls

    • Operational standardization

    Enablement and Knowledge Systems

    • Learning architecture

    • Workforce and customer enablement

    • Onboarding systems

    • Performance support

    • SME coordination

    • Technical communication

    • Accessibility implementation

Tools:

Workflow & Documentation

Microsoft Power Automate, SharePoint, Microsoft Forms, Excel, Notion

Learning & Enablement

Articulate Storyline, Rise, Adobe Captivate, Camtasia, LMS administration, assessment design

Content & Media

Figma, Adobe Photoshop, Illustrator, Premiere Pro, After Effects, Audacity