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Work experience

Mar 2011Oct 2011

Senior Instructional Designer


  • Developed major components of sales training certification program for new product launch nationwide; modules included instructor-led training sessions, job aids, webinars, Articulate Presentations, and assessments
  • Developed facilitator-led sessions for National Sales Executives Conference; materials included PowerPoint presentations, facilitator notes, playbooks, and handouts; content and structure focused on active learning experiences and practical application
Sep 2010Jan 2011

Project Manager, E-learning Maintenance

  • Managed maintenance process of e-learning courses on procedures and computer systems for financial advisors’ support staff; liaised with stakeholders, SMEs and vendors to ensure optimal integrity of process and highest-quality deliverables 
  • Collaborated with SMEs to identify and update course content, graphic images, and audio components
  • Supervised vendors’ implementation of course maintenance
  • Updated learning modules in Articulate
Oct 2006Aug 2010

Senior Instructional Designer

  • Managed development of customized e-learning courses; supervised instructional designers, programmers and graphic artists; point of contact with clients, SMEs, and vendors 
  • Developed e-learning courses on a range of topics including financial products, leadership and management skills, and proprietary software applications
  • Designed course structure, created storyboards, conceptualized visual treatment, wrote content and scripts, produced audio component, and conducted alpha and beta testing 
  • Wrote and organized content for Web sites
  • Managed and conducted comprehensive needs assessment for call center at major financial institution; reported directly to senior management providing recommendations to improve training effectiveness, increase productivity and reduce turnover 

During 3/01 to 9/02 and 9/04 to 9/06, I worked on various consulting projects for the following organizations: BDO SEIDMAN, LLP

  • Wrote and updated facilitator and participant guides used in core to advanced accounting classes


  • Researched, designed and wrote content for e-learning certificate program for NYU faculty; comprised of three synchronous web-based courses: Principles and Practices of Online Instruction, Facilitation in the Virtual Classroom, and Technologies Used in Online Instruction


  • Developed series of virtual classes on company-sponsored selling system using Sametime web conferencing software
  • Wrote and updated training materials for national sales force


  • Converted facilitator-led onboarding sessions to online progam. Wrote content and designed structure of intranet portal, providing new account executives easy access to centralized repository containing company and product information

Professional Coursework

  • Using Social Networking for Training, ASTD
  • E-Learning Certificate Program, Vignettes for Training
  • Designer's Edge Training, Allen Communications
  • Distance Teaching and Learning Certificate Program, University of Wisconsin
  • Information Mapping, Prudential Learning Center
  • Needs Assessment, Prudential Learning Center
  • Marketing Strategies Program, Graduate School of Business, Columbia University
  • Professional Selling Skills Seminar, Learning International;
  • Seminar in CBT, Teachers College
  • Software Design & Software Evaluation, Teachers College, Columbia University 
  • Basic Programming, Columbia University


I am an experienced and dedicated Learning and Development professional with a strong instructional design background and a proven track record of success. My qualifications are summarized below.

  • Ability to manage multiple projects in various stages of development on time and within budget
  • Motivates development teams to produce high-quality deliverables; supports a culture of inclusion, learning, and collaboration in which team members are actively vested in satisfying client expectations
  • Proficient in managing all phases of training development lifecycle, including needs analysis, research, concept design, writing/storyboarding, editing and quality assurance procedures
  • Designs and develops various training solutions including e-learning, blended learning, virtual classroom sessions, video, instructor-led training, and self-study programs
  • Ability to synthesize information from a variety of sources and shape course content that fulfills learning objectives 
  • Ability to develop strong relationships with clients, SMEs and stakeholders by supporting open communication, agreeing on reasonable milestones, understanding and meeting clients’ needs and expectations, and providing successful solutions   

Corporate Employment

Senior Instructional Designer;  BARNES AND NOBLE  11/11 to date
  • Developed e-learning courses, instructor-led workshops and support materials for B&N booksellers and managers nationwide
Learning Specialist; THE MONY GROUP  9/02 to 7/04
  • Spearheaded e-learning initiative to rollout centralized training for national sales force of over 2000 financial professionals on CyberU, a learning management system (LMS)
  • Created core and customized advanced curricula; designed self-study modules, job aids, web-based courses and manager guides accessed via the LMS
  • Delivered training at agencies, conducted virtual classroom sessions and wrote end-user documentation on LMS functionality

Curriculum Developer; DOUBLECLICK, INC  4/00 to 2/01

  • Developed and delivered courses on proprietary software, company technology, and the internet advertising industry; revised orientation program for new employees
  • Managed development of e-learning initiative resulting in successful launch of web-based training program to 2000 employees in over 20 countries
  • Developed training program for managers on performance management system

Instructional Designer; AMERICAN MANAGEMENT ASSOCIATION  8/99 to 4/00

  • Conducted client needs analyses to identify performance and learning gaps, and determine the most effective learning solutions
  • Developed business seminars for domestic and international clients 

Assistant Vice President; CITICORP INVESTMENT SERVICES   12/96 to 2/99

  • Served as project manager and educational specialist for comprehensive annuity and compliance training programs; worked closely with annuity, compliance, legal and research departments
  • Developed instructor-led training and self-directed training programs for 500 investment consultants and managers

Education Consultant; THE PRUDENTIAL INSURANCE COMPANY   3/91 to 12/96

  • Managed development of learning solutions by internal staff and external consultants for sales force of 20,000 and for business units within the company
  • Designed self-directed learner guides, manager guides, and job aids on product knowledge and sales skills; produced training and promotional videos

Instructional Designer; THE EQUITABLE   12/86 to 2/91

  • Developed e-learning simulation, online help and user manual to support proprietary PC and mainframe systems for 10,000 sales representatives
  • Conducted "hands-on" classes to teach agents how to use Equitable illustration systems and proprietary software
  • Created promotional and recruiting presentations using desktop video technology



City Univeristy of New York


New York University


Business Applications: Microsoft Office Suite, SharePoint, Outlook, Lotus Notes, Visio Learning Management Systems: CyberU, SABA, SumTotal, MyCampus Web Conferencing Software: Sametime, WebEx, CENTRA, LiveMeeting Authoring/Graphic Software: Lectora, Captivate, Articulate, Fireworks, Adobe Photoshop


Edward van Luinen

"Susan developed courses that were creative, challenging, visual and interactive to meet the particular learning needs of our population. 

An additional area of expertise that Susan effectively leveraged is in the area of e-learning. She led an internal project team to launch an e-learning initiative. Susan interfaced with the vendor and created a marketing plan for the initiative which resulted in a successful launch. The marketing plan covered 2000 employees in 30 countries worldwide."

Jeff Hughes

"Susan has demonstrated mastery in curriculum development and instructional design, completing several complex competency-based learning and development projects. She possesses strong written communication skills and effectively facilitates learning sessions and train the trainer sessions.

As a result of a high sense of urgency to deliver multiple projects, Susan has selected and supervised consultants and negotiated with and employed third party vendors to deliver her projects on time and of high quality and value. She has collaborated closely with a myriad number of subject matter experts across the company, including working directly with field executives, managers and sales associates. She has successfully built partnerships with her field constituencies as a result." 

Philip Rosenthal

"Susan exhibited an extremely high degree of creativity, intelligence and self-motivation, resulting in the conceptualization, development, production and presentation of projects far exceeding - in both quality and depth - anything ever done before at The Equitable." 

Swati dela Cruz

“Susan is an exceptional writer and instructional designer. She is creative, detail-oriented and insightful; and all of her work is reflective of those qualities. Whatever project she was working on, large or small, highly complex or fairly straightforward, her work was always thorough and thoughtful.

Susan was fully engaged and adept at managing all phases of the elearning development lifecycle. She always went above and beyond to make sure her work and that of the elearning team was of the highest quality. She has excellent communication skills and was always able to build great rapport and trust with our clients. She is absolutely wonderful to work with.” August 23, 2010