Darcy McLarty

About Darcy McLarty

At Financial Knowledge, strategic program management and fostering strong client…

Experience

1. Director of Programs

   Financial Knowledge

   Mar 2013 — Present

   Financial Knowledge is Silicon Valley\'s premier provider of accredited, conflict-free financial education for the workplace. Financial Knowledge specializes in creating custom programs for clients through analysis of employee needs and company goals. Financial Knowledge was founded in 1989 and has extensive experience in general personal finance education as well as company specific communications such as IPOs, 401(k)s, stock plans, plan design changes and more. Financial Knowledge is a woman owned business certified through WBENC and is proud to be accredited by the International Association of Education and Training (IACET). Some of my responsibilities include-Managing the company’s key accounts as well as managing the sale of new business-Driving new business through live presentations and virtual online meetings-Managing a team of instructors across the nation and strategically coordinating each of their schedules on a master calendaring system-Overseeing the planning and logistics of thousands of financial education classes per year-Designing and implementing new financial education programs based on client specific needs-Developing long-term partnerships with clients as their go-to provider of conflict-free financial education.

Skills

• Directors
• Finance
• Coaching
• Customer Service
• Ipo
• Event Planning
• Salesforce.com
• Sales
• Cold Calling
• Analysis
• Team Building
• Public Speaking
• Staff Development
• Management
• Business Development
• Talent Acquisition
• Social Media
• Program Management
• Leadership
• Recruiting
• Social Networking
• 401k
• Financial Education
• Client Relations