Patti Morgan is a results-driven Learning & Development (L&D) leader with over 15 years of experience spanning the pharmaceutical, financial, and healthcare industries. She specializes in diagnosing performance gaps, designing impactful training solutions, and implementing operational strategies that drive measurable business outcomes. Her expertise in performance consulting, training development, and project management has consistently delivered success in optimizing workforce efficiency and organizational growth.

Throughout her career, Patti has demonstrated a strong ability to conduct in-depth research and analysis, enabling her to develop tailored, innovative solutions for complex performance challenges. As a Senior Project Manager at Merck, she facilitated R&D-focused learning initiatives and led the Performance Consulting Communications team, fostering a culture of inclusivity and high engagement. Her efforts led to the creation of standardized onboarding documents that are now utilized internationally, and she played a pivotal role in improving employee performance across 12 locations through skill-mapping initiatives.

In her tenure at IQVIA, Patti managed high-stakes projects, enhancing operational efficiency by developing a SharePoint-based document management system and ensuring compliance with regulatory standards for clinical trial processes. Her role required seamless execution of virtual and in-person investigator meetings, which she managed with precision and an unwavering commitment to excellence.

As Project Manager for Judge Learning Solutions, Patti collaborated closely with instructional designers to deliver over 200 learning deliverables, ensuring alignment with client goals and maintaining rigorous quality standards. She showcased her leadership skills by fostering strong client relationships and consistently meeting project deadlines.

Her leadership extended to Janssen Pharmaceuticals, where she drove visibility and engagement in recruiting initiatives and revamped an extensive interview handbook, streamlining the recruitment process. At Merck, she supported global learning strategies, optimizing project tracking systems like Jira and enhancing the effectiveness of learning portfolios.

Earlier in her career, Patti contributed to the financial sector as a Learning Designer at BB&T and as a Senior Instructional Designer at First Citizens Bank, where her innovative sales training curriculum led to a 12% sales increase, earning her a prestigious Learning in Practice Gold Business Impact Award. Her ability to design, implement, and evaluate training programs has consistently improved learner engagement and operational outcomes.

Her journey began at American Express as an Instructional Designer for Card Replacement, Authorizations, and Express Cash. She later became a Program Manager for Six Sigma and finally a Training Manager for Membership Rewards, where she managed training for over 500 customer service professionals, boosting satisfaction scores and improving knowledge retention. Patti’s commitment to excellence and strategic thinking were instrumental in enhancing operational performance across multiple vendor sites.

Patti holds an MBA from Wake Forest University, an M.Ed. in Instructional Design from the University of North Carolina at Chapel Hill, and a B.A. in Journalism and Economics from the same institution. She is currently pursuing her Project Management Professional (PMP) certification, further underscoring her dedication to professional growth.

With a unique blend of technical expertise, strategic vision, and a passion for fostering learning cultures, Patti Morgan is a trusted partner in driving organizational excellence and workforce development. Her ability to integrate data-driven insights with human-centered approaches ensures that businesses thrive in an ever-evolving marketplace.

Character: Patti Morgan exemplifies integrity, resilience, and a commitment to excellence, fostering trust and respect in every professional relationship.

Knowledge: With extensive expertise in learning and development, performance consulting, and project management, Patti leverages research-driven insights to deliver innovative and effective business solutions.

Strategic: Patti’s strategic acumen enables her to align learning initiatives with organizational goals, driving measurable improvements in operational efficiency and workforce performance.

Communication: Patti is a skilled communicator, adept at engaging diverse stakeholders, delivering clear and impactful messages, and fostering collaboration across cross-functional teams.