• Responsible for the production and distribution of Darby marketing materials, including: -Developing, creating and maintaining all marketing materials -Securing the approvals of Darby marketing materials through legal and compliance -Working closely with Fund team heads to constantly improve marketing materials based on investor feedback and -Tracking distribution of marketing materials through CRM• Document all investor touch points in the CRM• Attend US investor meetings as a FINRA-licensed representative• Manage relationships with placement agents to help coordinate targeted investor efforts globally• Provide strategic communications support in collaboration with senior leaders, investment teams and Franklin Templeton Corporate Communications• Assist CEO in research and development of potential Darby strategies• Prepare both internal and external strategy presentations for the CEO

Responsible for all new client onboarding and ongoing relationship management for over 200 clients, and nearly 1000 accounts.• Conducted regular client meetings to update, review, and develop their financial goals.• Provided firm-wide sales support and technical training on account set-up, compliance requirements, and investment platform navigation (Streetscape, eMoney, DocuSign, Salesforce).• Managed firm-wide relationship with Salesforce, and coordinated with Salesforce to develop meaningful reports to aid in client management and increased sales

Began in a role as General Manager, and increased responsibility in less than a year to help expand the business.• Devised and executed strategic operational direction for all Cool Table restaurants.• Played a lead role in the development of a new restaurant facility by directing staff training, designing the new concept, securing licenses, creating construction budgets, etc. • Produced sales reports and labor cost analytic reports to assess revenues and overall performance. • Oversaw staff training programs and lead a team of seven managers.• Established vendor relationships and evaluated vendor bids and contracts for fiscal integrity.

Speakers division intern.