Iris
Training Specialist @Nicola Wealth
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WORK HISTORY
Training Specialist @Nicola Wealth
Training & Program Management• Oversee the Private Wealth onboarding program and develop strategic roadmaps, specific learning paths, and formal curriculum for roles ranging from interns to senior leaders• Advise senior management on individual performance during onboarding, support KPI development and proficiency measurement, and provide targeted coaching post-onboarding• Design and deliver system and process training through diverse modalities, integrating hands-on activities and real-life application to increase learner confidence and competence• Measure training effectiveness and refine learning content for continuous improvement• Transformed the onboarding program by establishing metrics for new hire assessment and accelerating time-to-proficiency, reducing capacity challenges for Advisor teams and contributing to a business case for 7 additional Administrative Associates in 2025Projects & Operational Excellence• Foster cross-functional partnerships to align product knowledge, optimize processes (DMAIC), facilitate feedback, and implement solutions to sustain operational effectiveness • Communicate process and technological changes (ADKAR), enabling Front Office to adapt with optimism and resilience• Salesforce and Calendly SME: test features for deployment and improve team productivity and operational consistency through training, troubleshooting, and driving adoption• Influenced client onboarding project with Mako Fintech: tested workflows, documented issues and feedback in JIRA, and advocated for intuitive UI design
EDUCATION
University of Southern California
Bachelor of Science (B.Sc.), Health Promotion & Disease Prevention; double minor in Psychology and Marketing
Fashion Institute of Design & Merchandising
Associate of Arts Professional Designation, Visual Communications
ABOUT IRIS
I thrive where strategy, execution, and cross-functional collaboration intersect to deliver meaningful, enterprise-wide impact. With 13+ years of experience in financial services at both large-scale and rapidly growing institutions, I am adept at navigating complexity through being a systems thinker, a precision doer, and a cross-functional connector.As a systems thinker, I understand interdependencies, anticipate downstream impacts, and ensure decisions are informed by how one part of the organization affects another. I focus on the “whole”, consider long-term effects, surface risks early, and diagnose root causes to devise effective and sustainable solutions. As a precision doer, I am thorough and process-oriented, and I value accuracy and consistency. I pair an analytical approach with intellectual curiosity, and I bring clarity and follow-through to deliver high-quality results. As a cross-functional connector, I act as the “connective tissue” between teams, leaders, and functions. I care deeply about how one business unit affects another and I am known to break down silos, cultivate shared understanding, and enable collaboration that drives aligned outcomes. What allows me to do what I do best is simple: I absorb knowledge like a sponge, and I channel it to create synergies, connecting insights across the organization to maximize impact.
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