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Susan J. Sherman

Susan J. Sherman


How I Might Be Able to Assist

I have 30+ years Financial Services experience. My passion is developing young leaders and delivering exceptional service to financial services clients. I have managed operations teams of 200+. I have practical experience in developing and delivering learning solutions for the workplace.

Contact me with questions on service delivery, leadership practices, developing learning solutions, business communication, and designing/delivering professional presentations.

Professional Projects or Initiatives of Interest

I was Involved in a smart sourcing project. This initiative aligned the right resources with the right work at the right time. This hybrid model included full-time, part-time, flexible, seasonal, and long-term contractual associates, as well as weekend and off-shift schedules. This dynamic shift in the workforce resulted in reduced costs and increased quality.

Learning in this new environment needed to be targeted, just in time, and practical. Three critical elements were added to this equation: a learning lab environment grounded in practice, peer educators, and virtual learning tools. The flex worker requires training that is agile, relevant, vivid, interactive, and engaging.

Developing smart workers in this new smart sourcing environment is an evolution. This sourcing approach allowed us to more effectively meet the business needs, while requiring us to challenge the traditional approach of how we deliver and transfer learning. Smart workers in this new hybrid model tend to be independent, self-directed, and motivated when it comes to their learning and development needs.



Ed.D. (Education-Curriculum & Instruction) - University of Phoenix
Masters of Education (MAED) - University of Phoenix
Masters of Business Management - Central Michigan University
Bachelor of Arts - Foreign Studies - Stonehill College

Courses Taught at CCG

COM301-Interpersonal & Organizational Communication
COM201 - Business Writing and Communication
MGM201 - Principles of Management
MGM305 - Organizational Behavior
MGM405 - Strategic Planning & Decision Making
PHI101 - Critical Thinking

Professional Experience

30+ years financial services experience

Responsible for the oversight of service delivery for mutual fund and college savings plan clients. Develop dynamic learning solutions to meet business needs.

SECOND VICE PRESIDENT - Chace Global Fund Services, Inc.
Relationship manager for financial services clients.

Responsible for the implementation of technology solutions.

Publications and Lectures

Sherman, S. J. (2009), The Correlation between critical thinking, emotional intelligence and conflict management modes of financial services managers (Doctoral Dissertation). University of Phoenix, Phoenix, Arizona .

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