Richard D. Wilson
Baton Rouge, LA 70810
Home: (225) 757-0747
Cell: (225) 505-5882
RichardWilson0101@gmail.com
OBJECTIVE: Educational Instructor, Online Training Facilitator
EXPERIENCE SUMMARY:
- 11 years, Higher Education Admissions Advisor & Curriculum Developer
- 11 years, Instructor for junior college, Associate Degree Programs
- 8 years, Customer Service in Information Technology & Finance Industry
- 3.5 years, Financial Analyst
- 2.75 years, Recruiter
- 2 years, Corporate Trainer
- 2 years, Logistician
- 2 years, Technology Specialist
- 9 months, Financial Advisor Specialist
FORMAL EDUCATION:
- 2008, Masters of Business Administration, University of Phoenix (online), GPA: 3.95
- 1990, Bachelors Degree, International Trade and Finance, Louisiana State University, Baton Rouge, LA
EXPERIENCE PORTFOLIO:
10/00 – present, Instructor, Admissions Exam Proctor/Administrator
Remington College, Baton Rouge, LA
- Developed coursework and presentation material for 24 courses
- Instructed business curriculum courses with class sizes of 25+ students
- Committee member of Professional Advisory Committee (PAC) ensuring accreditation standards are satisfied for local workforce development, textbook review/revisions, and course determination (add/delete from curriculum)
- Authored three proposals accepted for system textbook selection and replacement
- Coordinated development of course schedule, rooms, and instructor assignments
- Assisted Director of Education (DOE), with metrics reports using educational industry tools and methodologies
- Managed evening schedule, on-campus, for instructors and student issues
- Coordinated scheduling of students for subject and time slots
- Assisted business school graduates in job placement for 91% placement rate
- Counseled students for financial aid
- Achieved 30+ awards for student satisfaction, retention, and superior performance
03/98 – 08/00, Logistics Manager
Tekinsight, Baton Rouge, LA
- Managed service calls, parts and materials requisition for 10 computer technicians (state-wide)
- Responsible for ordering and tracking, inventory system, and researching and implementing cost effective methods of replacing, shipping, and maintaining computers / printers / servers for government agencies
- Improved order, tracking, and inventory systems from four-day down to a two-day response, including technical service delivery
- Improved customer service rating from unsatisfactory to very satisfied and outstanding service; resulting in a customer satisfaction rating of 90% or above
01/96 – 01/98, Regional Corporate Trainer & Technology Specialist (dual roles)
Amerprise Financial Services (formerly American Express Financial Advisors) New Orleans, LA
- Provided hardware, industry specific and general office productivity software technical support for Gulf States Market Group comprising 220 financial advisors, management, assistants, and support staff
- Provided content expertise for hardware acquisition, installation and compatibility issues associated with financial planning computing systems
- Team member efforts saved or generated over $10M(USD) annually for cost of overhead funding for training at approximately $2M(USD) annually
- Trained financial advisors/para-planners on business and financial planning software
- Served as subject matter expert for national conferences and training meetings
- Presented – corporate leaders/management team quarterly financial data reports per market fluctuations and interest rates, software acquisition and upgrades, and monthly results/feedback of custom training of financial advisors and staff
07/92 – 01/96, Field Workstation Analyst
Amerprise Financial Services (formerly American Express Financial Advisors)
New Orleans, LA
- Regional workstation analyst trainer; Provided training in financial data interpretation and on-going technical support to field workstation analysts in Gulf States market
- Entered/evaluated financial planning data for circa 80 – 90 financial advisors
- Reduced turn-around time from three and four days to 24 hours
04/93 – 01/96, Recruiting Coordinator for Human Resources
Amerprise Financial Services (formerly American Express Financial Advisors), Baton Rouge, LA
- Developed timelines and tracking systems to oversee, direct and analyze recruits’ progress reducing full-cycle recruiting process from first interview to fully licensed advisor by 50%
- Coordinated the licensing of up to seven new Financial Advisors per quarter including Series 7, Series 63, Life Insurance, and Variable Annuity
- Facilitated new hire paperwork for up to eight Financial Advisors and financial planning assistants per quarter
- Coordinated as many as 10 recruiting interviews per week
07/92 – 04/93, Financial Planning Assistant
Amerprise Financial Services (formerly American Express Financial Advisors), Baton Rouge, LA
- Entered and evaluated financial planning information for 5 – 10 clients per week using proprietary financial planning software
- Provided technical and clerical support using general office productivity software for the District Manager in an ongoing role
- Reviewed 5 – 10 client’s financial and insurance information, updated client contact database using ACT II and ACT for Windows
- Client, office and corporate correspondence and presentation development using MS Word, Excel, PowerPoint, and client financial proposals generated using 2 proprietary financial planning software – FMP (Financial Management Proposal) and LISA (Life Insurance Sales and Annuity)
TRAINING / CERTIFICATIONS / CONFERENCES:
- 2006 – 2011, Louisiana Association of Private Colleges and Schools, Spring Conferences
Delmar Cengage Learning, Clifton Park, NY (2004-2011)
- 07/11, Teacher Training Bootcamp
- 11/09, Developing and Using Advisory Boards Effectively
- 10/09, Teaching Professional Competencies Across the Curriculum
- 09/09, Teaching with Experiential Learning and Externship
- 09/09, Teaching in a Lab or Shop Environment
- 08/09, Creating an Innovative Learning Environment
- 08/09, Teaching Online
- 07/09, Technology in the Classroom
- 06/09, Teaching Students How to Learn
- 04/09, Assessing and Evaluating the Adult Learner
- 12/08, Techniques for Teaching Special Populations
- 05/08, Strategies for Active Learning
- 01/07, Techniques for Classroom Presentation
- 11/06, Customer Service in the Classroom
- 08/06, Classroom Management for the Adult Learner
- 03/06, Teacher Preparation
- 08/04, Understanding the Adult Learner
- 03/93, Financial Analyst Training, American Express Financial Advisors, Minneapolis, MN
EDUCATION COURSES DEVELOPED FOR INSTRUCTION:
Remington College, Baton Rouge, LA, Associate of Science Undergrads
- 2011, Computerized Spreadsheets
- 2011, Business Law and Legal Procedures
- 2010, Introduction to Management
- 2010, Management and Information
- 2009, Payroll Accounting
- 2009, Personnel Management
- 2008, Computerized Spreadsheets
- 2008, Accounting Principles I
- 2008, Accounting Principles II
- 2008, Computer Presentations/E-Mail
- 2007, Packaged Applications
- 2007, Document Processing
- 2007, Relational Database Applications
- 2006, Computerized Accounting
- 2006, Web Research and Design
- 2006, E-Commerce
- 2006, Accounting Principles I
- 2004, Computerized Spreadsheets
- 2004, Relational Database Applications
- 2004, Computer Fundamentals
- 2003, Packaged Applications
- 2003, Document Processing
- 2002, Computer Fundamentals
- 2000, Packaged Applications
- 2000, Document Processing
- 2000, Computerized Spreadsheets
- 2000, Relational Database Applications
CONFERENCE PRESENTATIONS:
- 1996, National Para-planner Conference Presenter, Financial planning data entry and evaluation, trouble shooting financial planning software, MS Word, Excel and PowerPoint
- 1997, National Para-planner Conference Presenter, Financial planning data entry and evaluation, trouble shooting financial planning software, MS Word, Excel and PowerPoint
ORGANIZATIONS / TRADE / MEMBERSHIP:
- 2006 – present, Member, Louisiana Association of Private Colleges and Schools
COMPUTER / TECHNICAL SKILLS:
- Microsoft Office: Word, Excel, Access and PowerPoint
- E-Mail Programs: Microsoft Outlook & Web based email systems
- Operating Systems – XP, Vista, Windows 7
- University of Phoenix online platform – OLS
- Integrated Accounting (computerized accounting software)
KEY SKILL WORDS: Access, accounting, accreditation, acquisition, ACT, Administrator, Admissions, advisor, analyst, Annuity, Author, business, campus, class, college, computer, Conference, Counsel, course, curriculum, database, Delmar, Design, Developed, Director, E-Commerce, Education, email, evaluated, Exam, Excel, expert, Externship, Facilitator, Finance, FMP, full-cycle, funding, government, graduates, hardware, industry, instruct, insurance, interview, Lab, Law, Learner, Legal, licensed, LISA, Logistician, Manager, market, methodologies, metrics, OLS, Operating, Outlook, PAC, para-planner, Payroll, Personnel, platform, PowerPoint, Principles, Procedures, process, Proctor, Proposal, Recruit, requisition, retention, review, Sales, scheduling, school, Science, software, Specialist, Spreadsheets, staff, Strategies, system, Teach, technical, textbook, tracking, trainer, University, Vista, Web, workforce, workstation, XP,