client/project history


Sector Experience

Banking • Home Mortgage • Oil • Medical • Professional Services • Communications

Selection of Clients

Pacific Gas and Electric  • ExxonMobil • NCR • John Deere • Hewlett-Packard • Chevron • Kaiser Permanente • AG Edwards • Wachovia Bank • Franklin Templeton • Wells Fargo Home Mortgage


Project Summarization

Chevron, John Deere, and ExxonMobil

Provided motivational and informative virtual instruction to 5000+ employees worldwide as each corporation transitioned from older versions of Microsoft Office to the new Microsoft Office 2010 Suite.


Wells Fargo Home Mortgage

Facilitated classroom and virtual training utilizing proprietary mortgage system, from application to funding. Conducted post-training support in groups, one-on-one, and remotely through Centra and NetMeeting. Created positive, motivating training environments to enhance participant performance and increase retention. Incorporated change management strategies to ease transition to new computer system.

Wachovia Bank

Assisted in facilitating merger acquisition training with World Savings Bank and Wachovia bank to over 2,000+ employees which included virtual instructor training and instructor-led training. This also included facilitating new hire orientation curriculum, financial specialist academy training and other special projects for various leadership roles.