Work History

Work History
Jul 2010 - Present

Futures Associate

Franklin Templeton Investments

The Futures Program is designed to develop innovative, strategic leaders who will further Franklin Templeton's position as a global pioneer in the Investment Management Industry.Futures Associates undergo a series of rotations to expose them to different business units, allowing them to gain insight into the processes that directly contribute to the success of the organization.

As of March 18th, I am working as a Business Analyst with Global Project Services.Projects:- Online Scheduling - imlementing an email signature calendar tool which allows persons external to Franklin Templeton to schedule an appointment to speak on the phone

- Project Dashboard - creating a project dashboard for the Global Projects Services department to be used by senior management to stay current on project progress

- Wholesaler Email Notification - working with the project sponsor to test and rollout this new service to sales teams.- Wholesaler Self Video and Training - gathering requirements and securing funding for project.

Rotations Completed:

- Project Associate with Sales Support Services- Business Analyst with International Business Development Group

Jul 2008 - Jul 2010

Global Customer Operations Senior Associate

Franklin Templeton Investments

Researched customer inquiries and delivered resolutions and feedback. Educated clients on company fund information, current market conditions and industry regulations.

Achievements:- Project owner and leader of team that conceived, developed and implemented an incentive strategy for the department that lead to increased efficiency, accuracy and improved team morale.- Team member involved in creation of improved training regimen for new processors.- Conceived and championed process improvements which were implemented as best practice

Nov 2006 - Jul 2008

Global Customer Operations Associate

Franklin Templeton Investments

Researched customer inquiries and delivered resolutions and feedback. Educated clients on company fund information, current market conditions and industry regulations.

Education

Education

Interest

Volunteered as part of the Doorways Mentoring Program; provided guidance for two middle schoolers

Avid traveler, studied film in Paris, France; recently spent time in Germany and Portugal.

Aspiring home chef who enjoys cooking for family and friends and experimenting with international cuisines.

Certifications

Certifications

MCAS Using Microsoft PowerPoint 2007

Certiport

MCAS Using Microsoft Excel 2007

Certiport