Delivered field, group, and individual training for IBM in support of Wachovia Securities during the Wachovia and A.G. Edwards merger and integration of the SmartStation trading platform. Trained Financial Advisors and support staff on Thomson Reuters market and trading technologies, proprietary workflow processes, business-critical applications, and reporting tools during a period of significant securities market disruption.

• Conducted field, group, and one-on-one training sessions for Financial Advisors and support staff on Thomson Reuters market and trading technologies.
• Supported the Wachovia and A.G. Edwards merger by delivering training that helped users transition to the SmartStation trading platform.
• Trained users on proprietary trading platform workflows, business-critical applications, reports, and system processes supporting financial advisory operations involving mutual funds, stocks and equities, corporate, municipal, and government bonds, REITs, Treasury bills and notes, and fixed, variable, and indexed annuities.
• Delivered practical instruction during challenging securities and market conditions, helping advisors and staff maintain productivity, platform confidence, and operational continuity.
• Translated complex market data, trading technology, workflow changes, and reporting functionality into clear instructional guidance for financial services users.
• Provided field-based training support that reinforced user adoption, merger readiness, and successful integration of trading platform capabilities across advisor teams.