For over 30 years, I thrived in the world of Wealth Management, leading training for a Top 5 firm. I had the privilege of spearheading strategic changes, implementing learning governance at an enterprise level, and designing training strategies for numerous mergers and business transformations. My career was rewarding, filled with successes and the satisfaction of making a tangible impact. However, as I reached a pinnacle in my career, I began to notice that the traditional methods of training during these transformations, while effective, weren’t always optimized to meet the evolving challenges businesses faced. It became clear that there was a need for a better, more tailored approach.
I began to explore new methodologies and innovative strategies to bridge this gap. Drawing on my extensive experience, I developed a unique approach to transformation training—one that was not just about imparting knowledge, but about embedding learning into the fabric of the organization’s operations. I launched Catalyst Learning Strategies with a clear mission: to help companies navigate change through custom training plans that foster confidence, competence, and calm amidst the chaos. My approach focuses on creating compelling, comprehensive learning programs tailored to the specific needs of each client, ensuring that training is not just effective but also deeply integrated into their daily work. This way, adoption and engagement rates soar, making the transformation smoother and more successful.
The results have been transformative. My clients have not only weathered the storms of change but have emerged stronger and more cohesive. One client, after successfully completing a merger, was asked what the key to their success was. Their response was clear and emphatic: “Training, Training, Training.” By creating training programs that truly resonate with employees and align with the organization’s goals, we’ve been able to prevent the pitfalls of poorly managed transitions—such as low morale, high turnover, and lost productivity. Instead, we’ve fostered environments where employees feel supported and empowered, leading to increased retention, brand protection, and a positive overall experience. Life for my clients is not just better—it’s thriving.
Committed to applying 30 years of leadership experience in Learning & Development, Wealth Management and Strategic Advisory to evaluate, define strategies and implement solutions that support change, elevate learning and create a foundation of engagement, adoption and impact.
Our approach is to assess current state, partner with stakeholders, determine the learning approach and culture of your organization, collaborate on potential solutions, and develop and implement programs that will educate, elevate and engage learners thereby allowing them to navigate change and directly support the goals of the organization while developing professionally.
Our company is committed to fostering a culture of Diversity, Equity, Inclusion and Belonging where every individual feels valued, respected, and empowered to contribute their unique perspectives.
We believe that embracing diversity drives innovation, strengthens collaboration, and creates lasting impact for our clients and communities.
