Chris Kassel Email & Phone Number

Chris Kassel is a Advisor Consultant at Franklin Templeton Investments at Franklin Templeton Investments. They possess expertise in financial planning, finance, management, leadership, sales management and 27 more skills.

Listed skills include Financial Planning, Finance, Management, Leadership, and 28 others.

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  Advisor Consultant

  Franklin Templeton Investments

  2013 - Present

  - Analyzed mutual fund performance, risk measures, market conditions and business building strategies, while adhering to DOL and government compliance regulations. - Conducted marketing calls, PowerPoint presentations and ad hoc reporting while working closely with multiple business partners.- Developed mutual fund modeling strategies and made portfolio recommendations using company sales tools and technology.- Created marketing plan and managed a territory budget to stay within department and marketing guidelines. - Collaborated with internal and external partners in order to meet business objectives. - Served as a liaison between external customers and internal work teams and operational processes.- Led the coordination and collaboration of cross-functional teams to facilitate engagement of initiatives, projects, and targeted goals.- Facilitated meetings, provide mentoring, training, and coaching to incoming Advisor Consultants and Associates.- Traveled to sales territory to conduct seminars and training with firm partners, Advisors and external partners.- Developed and executed process improvement projects in order to improve customer satisfaction.- Met with Portfolio and Hedge Fund Managers to conduct sales calls and presentations.