Mike Ariel
Chandler
Summary
Client-focused facilitator with 15+ years of experience in financial services, training, and client relationship management. Proven ability to deliver impactful learning experiences, optimize processes, and elevate client satisfaction across virtual and in-person settings. Recognized for high-energy facilitation, deep financial knowledge, adaptability, and a commitment to diversity, equity, and inclusion (DEI). Talented professional with expertise in Trainer role. Dynamic public speaker known for meeting demanding training schedules, exceeding management expectations, and considered a valuable asset to any team.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Learning Experience Designer I
Edward Jones
Chandler
07.2015 - Current
- Delivered high-impact training programs for financial advisors and support staff, focusing on prospecting and portfolio management.
- Trained over 10,000 advisors virtually since 2020, leading classes of 10 to 400 participants.
- Seamlessly adapted training to virtual platforms during COVID-19, ensuring high engagement levels.
- Integrated Salesforce and MoneyGuide into training sessions to enhance financial strategy discussions.
Training Generalist & Facilitator
The Capital Group Companies
Scottsdale
05.2008 - 04.2015
- Facilitated associate and advanced training programs on technical skills, financial concepts, and client service strategies.
- Coached new hires by providing guidance on best practices and effective client communication.
- Designed and developed classroom and e-learning content to accommodate diverse learning needs.
Client Services Representative
The Capital Group Companies
Scottsdale
12.2005 - 05.2008
- Provided client service support for financial advisors and investors on mutual funds, IRAs, and retirement accounts.
- Handled complex transactions and account maintenance with accuracy and efficiency.
- Processed Statements of Intention, ensuring adherence to compliance requirements.
- Served as technical resource for team members, addressing complex issues and sharing best practices.
Education
Bachelor of Science - Marketing
Arizona State University
Tempe, AZSkills
- Facilitation expertise
- Financial Advisor Training & Support
- Virtual & In-Person Facilitation
- Process Optimization & Improvement
- Verbal and written communication
- DEI Training & Facilitation
- Needs Analysis & Solution Design
- Cross-Functional Collaboration
- Client service
- Salesforce and MoneyGuide integration
Certification
- FINRA Series 7 and 66
- Advanced Facilitation Techniques
References
Available upon request.
Technology Skills
- Salesforce
- MoneyGuide
- Zoom
- WebEx
- SharePoint
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Learning Management Systems (LMS)
References
References available upon request.
Timeline
Learning Experience Designer I
Edward Jones
07.2015 - Current
Training Generalist & Facilitator
The Capital Group Companies
05.2008 - 04.2015
Client Services Representative
The Capital Group Companies
12.2005 - 05.2008
Bachelor of Science - Marketing
Arizona State University
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