Carlene Coleman Ulacia

Wealth Creation Officer

Carlene Coleman Ulacia is a highly qualified professional, working in Franklin Templeton Investments on the position of Data Production Specialist - Fiduciary Trust from 2019. Carlene has earned professional experience in more than 19 positions at different companies. Carlene Coleman Ulacia went to the Project Management Institute and was studying from 2017 to 2018. This expert has such qualifications as Organizational Leadership, Foreclosure Prevention Counselor, and Homeownership Counselor. Minneapolis, Minnesota is the area, where this professional was lastly known to be located. This professional's e-mail and phone are easily accessed through SoftwareOfficial on demand.
Name variants:
Carlene Ulacia
Last updated Jul 02, 2024

Contact Information

Last Update
Jul 7, 2022
Email
ca**@yahoo.com
Location
Minneapolis, MN

Workplace

Franklin Templeton Investments
Data Production Specialist - Fiduciary Trust

Industry

Financial Services

Work History

Data Production Specialist - Fiduciary Trust

from Jul 2019

Division Recruitment Manager

625 west College St, Grapevine, TX 76051
Worked to develop new agent recruiting with diversity and inclusion initiatives.
Jan 2018 — May 2019

Director, Training Evaluation and Instructor Development

14 Campus Blvd, Newtown Square, PA 19073
Prepare PMP/CAPM candidates to achieve certification in Project Management using the PMBOK (Project Management Body of Knowledge) methodology.
from May 2018

Project Coordinator

5521 west Cypress St, Tampa, FL 33607
Support the president and project managers with documentation for institutional commercial projects. I issue bid invitations, evaluate responses, prepare sub-contractor contracts, notices to...
Aug 2015 — Apr 2017

Board of Directors and Grants Review and Finance Committee

http://nexuscp.org/about/board/ expertise in diversity and inclusion, customer interfacing, financial services, financial education, strategic planning, and program operation. Nexus Communit...
Nov 2013 — Sep 2016

Project Manager - Consultant

Corporate socially responsible programming to build banking and financial services that improve the lives of consumers. Implemented technological and brick & mortar Projects. Worked as liais...
Aug 2013 — May 2015

Fair Collaborative Coordinator, Financial Product Development

Minnesota
Served as project team member to form and facilitate a 19-member collaborative to develop innovative banking services geared to bridge unbanked consumers into mainstream financial products &...
Feb 2014 — Oct 2014

Asset Building Project Consulant

Community investment projects centered around transit-oriented development for the Twin Cities. Coordinated collaborative activities and strategic partnership building for affordable housing...
Nov 2013 — Oct 2014

Committee Member

Attended regular meetings to share on financial literacy initiatives and coordinate efforts with representatives from other Metro Area institutions and agencies.
Jan 2007 — Aug 2013

Program Manager|Strategic Development, Organizational Development, Mortgage Foreclosure Prevention

Minnesota
Directed and managed the operational procedures and strategic planning for the foreclosure prevention department in order to build the capacity of this nonprofit to provide financial stabili...
Jun 2011 — Jul 2013

Founding Director, Faith In the City Personal Finance Center

Minnesota
Founding Director of this highly innovative, financial service center. Planning, implementation and operation; including the following financial services: an individual development account s...
Mar 2005 — Sep 2009

Public Affairs 'Prosperity' Committee Member

400 Robert St north SUITE 1820, Saint Paul, MN 55107
Developing working relationships with reporters and other media representatives, maintaining a robust community relations program, maintained contact elected officials and government agencie...
Aug 2007 — Apr 2008

Director of Property and Facilities Management

Managed an affordable housing portfolio of 64 single and multi-family rental properties; including supervising staff and workmen, leasing properties to tenants with Section 8 vouchers, and o...
Mar 2003 — Feb 2005

Case Manager and Counselor, Roof Project

Minnesota
Provided supportive housing support to a cohort of low-income families who were enrolled in the Roof Project over a two-year housing assistance initiative, by providing one-on-one counseling...
Nov 2003 — Mar 2004

Financial Services Advisor

1 Primerica Pkwy, Duluth, GA
Advised clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties included assessing clients' assets, lia...
Jul 1997 — 1999

Real Estate Analyst

1998 — 1999

General Contractor

Progressed from junior designer to senior designer to general contractor at this residential interior design firm.
1991 — 1998

Real Estate Broker

120 south La Salle St, Chicago, IL 60602
Real Estate Sales Agent, residential sales, marketing, and client service.
1991 — 1994

Architect's Assistant

Assisted architect of this municipal's public housing program with various administrative and graphic illustrations. Primary project focused on a proposal to legislators to privatize the sub...
Jan 1990 — 1991

Occupations

Lawyer
Fiduciary
Accountant
Finance and Accounting Specialist
HR Specialist
Recruitment
Executive
Manager
Sales Specialist
Agent
Trust Law Attorney
Lawyer
Accounting Bookkeeper
Bookkeeper
Operations Manager
Sales Representative

Skills

Project Management
Strategic Planning
Economic Development
Leadership
Program Management
Nonprofits
Public Speaking
Grants
Training
Organizational Development
Management
Leadership Development
Customer Service
Contract Negotiation
Budgets
Program Evaluation
Philanthropy
Strategy
Community Development
Workshop Facilitation
Research
Marketing
Team Building
Return on Investment
Spanish
Community Organizing
Marketing Communications
Staff Development
Affordable Housing
Change Management
Process Improvement
Project Planning
Board Development
Asset Development
Construction Management
Vendor Management
Negotiation
Procurement
Sales
Social Media
Microsoft Office
Microsoft Project
Microsoft Excel
Microsoft Word
Microsoft Powerpoint
Team Leadership
Strategic Sourcing
Supply Chain Management

FAQs about Carlene Coleman Ulacia

What is the main profession of Carlene Coleman Ulacia?

Carlene is a Wealth Creation Officer.

What jobs is Carlene proficient at at?

Carlene is a professional Lawyer and Fiduciary jobs.

Where does Carlene Coleman Ulacia live?

They currently lives in Minneapolis, Minnesota.

What is the professional's email?

Carlene Coleman Ulacia's email is ca**@yahoo.com.

How many companies did Carlene Coleman Ulacia work at?

Carlene Coleman Ulacia worked at 19 jobs.

What education does Carlene Coleman Ulacia have?

Carlene studied at the Project Management Institute from 2017 to 2018.

What are the certifications of Carlene Coleman Ulacia?

The professional received the following certifications: Organizational Leadership, Foreclosure Prevention Counselor, Homeownership Counselor, Real Estate Broker, and Project Management Professional.

What languages does Carlene Coleman Ulacia speak?

Carlene Coleman Ulacia speaks English and Spanish.
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