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