Caring Haven

Founder

Contra Costa County

EOC Advisory Council Member

EEOC Advisory Council Member

Advisory Council on Aging Member

Futures Explored Inc

Board Member

Antioch Chamber of Commerce

Ambassador

Federal Reserve Bank of San Francisco

Senior Program Manager, Talent Development

Blue Shield of California

Led and scaled employee resource groups program to best support BSC multi-pronged enterprise DEI strategy

Led and planned ERG annual strategic planning process

Drove efforts to collect, analyze, and action BSC DEI-related employee segment data via different mediums

Drove successful alignment with business leaders and Stakeholders to implement best practices to increase engagement ad retention of employees from underrepresented backgrounds

Coached ERG Co-Chairs to help them grow as Leaders, Advocates, and Advisors to BSC DEI Council and business leaders

Organized and educated Community around intersectionality, and DEI efforts

SME on DEI related communications and content related to ERGs

Program Manager, E&I

First Republic Bank

Collaborated with SMEs and Content Writers to create detailed walk throughs, reference guides, simulations, and Q&As to allow clear, user- friendly, and accurate support to different target audience, with 7 different curriculums including BSA, AML, Sales, using software such Articulate, Adobe, Storyline

Trained over 300 sessions with internal teams (new hires and existing) on procedures, and systems using both classroom and remote training strategies, with a focus on KPIs for the organization

Conducted learning needs analysis to assess the state of the business, identify key performance indicators, and identify skills/knowledge gaps for our Customer Operations 

Mentored colleagues to get to that next level in their career within the organization

Content Writer for the company Newsletter, geared around Mindset, Employee Engagement, DEI and Self Empowerment

Senior Trainer

Granite Solutions Groupe, Inc.

Contracted with First Republic Bank for Training and Project Management with companywide system upgrade, impacting approximately 5000 bank employees and Senior Leaders

Collaborated with Analysts, IT, SMEs and employees with the transformation of a Core System companywide upgrade for almost 5000 employees with systems training, soft skills, and navigating resources. 

Conducted learning needs analysis to assess the state of the business, identify key performance indicators, and identified skills/knowledge gaps for Customer Operations

Success in this position led to FTE position with the organization.

Corporate Trainer

Nikki K. Lopez, International

Analyze needs analysis data to identify areas of improvement for corporations/individuals 

Conduct strategic leadership and behavioral observation during coaching programs/sessions 

Measure and track success of individuals with a focus on mental health as it related to performance

Founder, Certified Executive Coach

JPMorgan Chase & Co.

Coordinated and conducted training for all New Hires in all areas of organizational Operations, Customer Experience and Sales procedures nationwide, resulting in 75% increased satisfaction in audits, reducing branch attrition by 95% and increasing internal promotions by over 150%

Consistently ranked in the top 2% of 600 Trainers, relating to participant surveys, knowledge, engagement, inclusion, and different approaches in teaching techniques

Facilitated, cross-trained and delivered virtual and innovative classrooms learning, providing creative, effective classroom instruction throughout the organization with both virtual and in person classes

Managed tracking and reporting progress through hands on cohorting

Routinely evaluated corporate training needs and adjust staff development and educational programs as needed

Managed and coached a team of Bankers, Tellers, Mortgage Officers, Business Bankers and Financial Advisors

Delivered, monitored, and maintained new hire training and other departmental training programs ensuring compliance with internal federal regulations and guidelines, and inclusivity for internal and external client materials

Created training strategies that increased sales production by 275% in 4 years and improved customer experience by over 300% YOY

Provided stellar command and expertise in compliance and development of employees resulting in two perfect audits focusing on AML, KYC, account disclosures

VP, Branch Manager

On a mission to advocate for, and empower every Senior, Veteran, and Adult with Disability, ensuring they age in place with dignity, wherever home may be.

Our focus is wholistic care, so we also partner with a team of interdisciplinary health professionals for continuity of care for our patients.

Additionally, we offer FREE basic Notary Services to patients. 

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