We found the following information about Susan Franklin at Triangle Securities Wealth Management, Inc., where this expert has worked as a Associate Portfolio Manager since 2017. Susan's total work experience is over 16 years, during which time this expert had at least seven jobs at different places to develop professional skills. Susan studied at the Plymouth State University. Currently, Susan Franklin lives in Raleigh, North Carolina. You can contact with Susan by looking for phone number or email address or get exhaustive information by requesting access to the professional's additional details from SoftwareOfficial.
Name variants:
Susanna Franklin,
Susannah Franklin,
Susanne Franklin,
Suzanne Franklin,
Sue Franklin,
Susie Franklin,
Susi Franklin,
Susy Franklin,
Suzie Franklin,
Suzy Franklin,
Sukie Franklin,
Sarah Franklin,
Ann Franklin,
Anna Franklin,
Anne Franklin,
Annie Franklin,
Sukey Franklin
Last updated Jun 20, 2024
Contact Information
Workplace
Associate Portfolio Manager
Raleigh, NC
Industry
Financial Services, Detective and Armored Car Services, Nsk, Detective/Armored Car Services, Nonclassifiable Establishments
Colleagues
Work History
Associate Portfolio Manager
1301 Annapolis Dr, Raleigh, NC 27608
from Aug 2017
Operations Associate
Chicago, IL
Operations Associate
Provide back-office outsourcing solutions for multiple RIA’s.
Daily reconciliation across several client databases.
Research and resolve pricing discrepancies....
Apr 2015 — Aug 2015
Operations Manager
103 Murphy Ct, Nashville, TN 37203
Operations Manager
Implemented Advent APX conversion concurrent with running daily operations.
Created all new procedures and processes to streamline workflow, improve efficiency, tim...
Feb 2010 — Oct 2014
Operations Manager
1 Constitution Plz, Hartford, CT 06101
Operations Manager
Management of the Advent Axys program and all custodial interfaces for high net worth and institutional clients.
Generated monthly, quarterly and yearly statements ...
Feb 1999 — May 2002
Education
Occupations
Financial Broker
Portfolio Manager
Supporting Member
Executive
Operations Manager
Director of Operations
Investment Analyst
Financial Analyst
Team Member
Skills
Operations Management
Business Analyst
Series 65
Data Analysis
Data Entry
Securities
Equities
Fixed Income
Sales
Account Reconciliation
Strategic Planning
Quality Assurance
Financial Reporting
Insurance
Reporting and Analysis
Trading
Finance
Mutual Funds
Back Office Operations
Microsoft Office
Bloomberg
Customer Service
Client Services
Employee Training
Problem Solving
Supervisory Skills
Client Relations
Organized
Advent Apx
Advent Axys
Corporate Actions
Attention To Detail
Improving Processes
Team Player
Schwab's Portfoliocenter
Fiancial Services
Sage Saleslogix and Act!
Operations Process Improvement
Client Billing
Fund Accounting
Driven By Results
Delivering Results
Focused
FAQs about Susan Franklin
What's the main profession of Susan Franklin?
Susan is a Associate Portfolio Manager.
What are the main profession of Susan?
These person's professions are Financial Broker and Portfolio Manager
Where does Susan Franklin live?
Raleigh, North Carolina is the place where Susan Franklin lives
Where did Susan Franklin work?
This expert worked at Triangle Securities Wealth Management, Inc., Piedmont Investment Advisors.
Where has Susan Franklin studied?
Susan studied at the Plymouth State University.
What is the industry that Susan Franklin worked in?
This person works in Investment Management industry.
Are there any professional skills Susan Franklin has?
This professional has skills in the following areas: Operations Management, Business Analyst, Series 65, Data Analysis, Data Entry, Securities, Equities, Fixed Income, Sales, and Account Reconciliation.