Diane Cunningham

Diane Cunningham Email and Phone Number

Business Development Specialist @ Franklin Templeton | Account Management, Performance Motivation @ Franklin Templeton Investments
san mateo, california, united states
Diane Cunningham's Location
New York City Metropolitan Area, United States
Diane Cunningham's Contact Details

Diane Cunningham personal email

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Diane Cunningham phone numbers

About Diane Cunningham

As a Business Development Specialist at Franklin Templeton, I connect with financial advisors and drive sales of core fund offerings and investment solutions. With my registered representative license, I am able to provide professional and compliant advice to my clients and prospects.I have a track record of exceeding sales goals and generating new business opportunities. I leverage my account management, performance motivation, and oral communication skills to build rapport, trust, and loyalty with financial advisors. I am passionate about helping them achieve their financial goals and grow their practice.

Diane Cunningham's Current Company Details
Franklin Templeton Investments

Franklin Templeton Investments

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Business Development Specialist @ Franklin Templeton | Account Management, Performance Motivation
san mateo, california, united states
Website:
franklinresources.com
Employees:
11605
Diane Cunningham Work Experience Details
  • Franklin Templeton Investments
    Business Development Specialist
    Franklin Templeton Investments Oct 2017 - Present
    New Jersey, United States
    Expand connections with external collaborators, and internal business partners.Collaborates with business partners to assess the efficacy of marketing trends and communication materials, devising strategies to enhance outreach and engage the customer base more effectively.Identifies appropriate fund solutions for registered representatives by uncovering the needs of their clients.Engages in virtual sessions to deliver informative product presentations, fostering knowledge and interest.Provides analysis of client portfolios and facilitates the creation of a financial plan based on risk tolerance.
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  • Cetera Advisor Networks Llc
    Registered Representative
    Cetera Advisor Networks Llc Sep 2014 - Sep 2017
    Westfield, Nj
    Implemented key fiduciary services such as formulating asset management strategies.Assist clients in reaching their financial objectives by evaluating their requirements for insurance, annuities and mutual fund products.Conducted meetings to simplify financial terminologies and address client inquiries.Analyzed client relationships for additional revenue opportunities.
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Diane Cunningham Education Details

Frequently Asked Questions about Diane Cunningham

What company does Diane Cunningham work for?

Diane Cunningham works for Franklin Templeton Investments

What is Diane Cunningham's role at the current company?

Diane Cunningham's current role is Business Development Specialist @ Franklin Templeton | Account Management, Performance Motivation.

What is Diane Cunningham's email address?

Diane Cunningham's email address is cu****@****zon.net

What is Diane Cunningham's direct phone number?

Diane Cunningham's direct phone number is +171682*****

What schools did Diane Cunningham attend?

Diane Cunningham attended St. John's University.

Who are Diane Cunningham's colleagues?

Diane Cunningham's colleagues are Steven Smith, Amit Mathur, Varukol, Divya, Jayanta Kumar Pal, Cathy Lai, Abhiman Singh, Syed Mansoor.

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