Selected Work

Designing AI — From Complex Concept to Complete Learning System

I kept seeing the same gap in AI education: people were taught prompts and tools before they ever learned to translate their own thinking, context, intent, and workflows into useful AI interactions. So I built an instructional approach around a different premise, that effective AI use comes from context and structured thinking, not just better prompts.

What I built

An original training methodology, a live workshop/class, a book and workbook, the Prompt Tree, the AI Power Stack reference guide, custom GPT tools, and step-by-step instructional resources, curriculum, framework, learning tools, and live facilitation as one connected system.

My role

• Identified the learning problem and defined the instructional premise
• Developed the framework and designed the curriculum
• Created the supporting learning resources and built practical tools
• Facilitated instruction and provided hands-on technical assistance
• Adapted complex technology concepts for nontechnical learners

Improving the Recruiting → Onboarding → Training Handoff

Challenge. Working in training, I noticed a disconnect between Recruiting/Onboarding and Training. Downstream, the Training team could see patterns in which new hires progressed smoothly and which ones struggled, but those insights weren't consistently making their way back upstream to inform how people were recruited and onboarded.

Approach

• Examined recurring training outcomes and performance patterns to understand training readiness
• Clarified the characteristics and expectations associated with successful training progression
• Developed a "White Glove" framework to improve understanding and alignment between functions
• Created clearer cross-functional expectations and handoffs
• Built a standardized communication/handoff template between Onboarding and Training
• Helped create a feedback loop between downstream training outcomes and upstream workforce decisions

Result

The standardized communication/handoff process was adopted by the Training team.

Training Leadership, Technical Assistance & Trainer Development

My Centria experience progressed across direct behavioral services, training, Senior Trainer responsibilities, and client/family-facing operations. That range gave me visibility into the work from several angles at once: frontline service delivery, employee learning, systems adoption, documentation, compliance, and family communication.

Training leadership

• Delivered multi-hour virtual and in-person training to clinical and non-clinical staff
• Mentored newer trainers; evaluated instructor delivery and provided feedback and coaching
• Supported training scheduling and coordination; developed and adapted curricula
• Built instructional resources and job aids; evaluated training outcomes; provided post-training support
• Taught proprietary systems step-by-step and trained staff on documentation practices
• Helped employees integrate technology into their day-to-day workflows

I also served as a lead instructor/facilitator in American Red Cross First Aid/CPR training and certification, including observing and evaluating instruction and supporting other trainers.

Technical assistance

Training didn't end when class ended. I provided the practical follow-through, walking employees through systems, documentation requirements, workflows, and performance expectations until they could actually apply what they learned in real work.

SSI/SSDI, Work Incentives & Person-Centered Community Supports

For roughly a decade I worked in community-based and residential human services while helping operate and grow an early-stage organization. My responsibilities went well beyond general operations, into the detailed, high-stakes work of helping people secure and keep the benefits and supports they depended on.

Disability benefits & technical assistance

• Assisted individuals and families with SSI/SSDI applications, reviewing and completing documentation personally
• Communicated directly with Social Security Administration representatives on clients' behalf
• Helped clients understand documentation requirements and supported ongoing eligibility and benefit maintenance
• Helped clients navigate Social Security Work Incentives, and how hours, earnings, and resources could affect benefits and services
• Supported individuals in supported employment and vocational programs; assisted with income reporting
• Helped address overpayments and underpayments and maintain Medicaid and Medicare services
• Coordinated benefit requirements with available services and supports

Person-centered advocacy

I participated in person-centered planning meetings and worked across clients, families, social workers, state agencies, healthcare providers, vocational programs, service providers, and insurance/funding requirements. The work often meant translating what an individual or family actually needed into the documentation, planning, advocacy, and stakeholder communication required to obtain or keep appropriate services.

Operational leadership

• Recruited, interviewed, hired, trained, coached, and managed staff; defined staffing needs
• Managed residential/group-home operations and service resources
• Held approximately $500K in budget / P&L responsibility
• Maintained 100% client retention during my tenure and doubled operational capacity

High Performance → Repeatable Performance

In a high-volume consultative sales environment, 150+ outbound calls a day, I worked in needs discovery, financial-product education, negotiation, objection handling, and solution selling, using an Acknowledge–Respond–Pivot approach and independent research into what actually motivated each client.

• Achieved a top 1% sales close rate on the company's #1-performing sales team
• Selected for an early pilot on an external third-party banking campaign, became the #1 salesperson, and held that position through the campaign's conclusion
• Was asked to teach other team members the approaches behind that performance

Earlier at Rocket Mortgage, I collaborated with an internal technology team to test new software from an operational-user perspective, identify issues, give structured feedback, and recommend workflow improvements. Later, in Capital Markets, I managed a book of third-party banking relationships and educated partners on products, pricing, rates, and changes.