LAURA SMITH DUNAIEF, CPTM
Laura has over 20 years of experience as a manager and director for retail and wholesale financial services organizations, including as director of training and development for Schwab Capital Markets. Prior to leading the training organization, she held roles as diverse as director of customer service Initiatives and manager of correspondent execution services, both for Schwab Capital Markets, and Vice President and Branch Manager of a Boston-area retail brokerage office for Charles Schwab.
ROD KEFFER, CPTM
Rod has over 10 years of experience in the training and development field. He brings a unique blend of technical training program development and management experience, as well as over five years of experience managing the training department of a major international steel firm. In his former role as a senior manager of supervisory development, he specialized in designing and facilitating custom in-house leadership programs aimed at improving the performance and relationship building capability of managers. He has extensive design, facilitation and coaching experience as well.