Eric French, Crm Email & Phone Number

Covington, Kentucky, United States

• Lead the Records and Data Management program and a team of compliance professionals that provide firm-wide compliance governance, guidance, solutions, and leadership to 35 business unit Records Managers and Legal, Risk, and Compliance professionals across the firm.• Lead and facilitate the Legal, Risk, and Compliance (LRC) Data Advisory Group that develops enterprise data management policies and opines on data management use cases that require LRC guidance.• Lead initiatives to… Show more • Lead the Records and Data Management program and a team of compliance professionals that provide firm-wide compliance governance, guidance, solutions, and leadership to 35 business unit Records Managers and Legal, Risk, and Compliance professionals across the firm.• Lead and facilitate the Legal, Risk, and Compliance (LRC) Data Advisory Group that develops enterprise data management policies and opines on data management use cases that require LRC guidance.• Lead initiatives to maintain and grow the Records and Data Management Practice to ensure regulatory compliance and integration of critical digital tools that are evolving the ways of doing business with our customers and business partners.• Provide compliance support to IT and business partners to enable them to quickly bring new products, services, and customer solutions to the market while still meeting regulatory requirements and protecting Fidelity’s trusted reputation.• Provide leadership and expertise for all aspects of Records Management (regulatory requirements, storage solutions, records use, legal discovery, defensible records disposal, audit and exam support, risk controls and testing, training, etc.). Show less

Covington, Ky

• Lead the Records Management Practice, providing firm-wide compliance governance, guidance, solutions, and leadership to 35 business unit Records Managers and Legal, Risk, and Compliance professionals across the firm.• Lead initiatives to maintain and grow the Records Management Practice to ensure regulatory compliance and integration of critical digital tools that are evolving the ways of doing business with our customers and business partners.• Provide compliance support to IT and… Show more • Lead the Records Management Practice, providing firm-wide compliance governance, guidance, solutions, and leadership to 35 business unit Records Managers and Legal, Risk, and Compliance professionals across the firm.• Lead initiatives to maintain and grow the Records Management Practice to ensure regulatory compliance and integration of critical digital tools that are evolving the ways of doing business with our customers and business partners.• Provide compliance support to IT and business partners to enable them to quickly bring new products, services, and customer solutions to the market while still meeting regulatory requirements and protecting Fidelity’s trusted reputation.• Provide leadership and expertise for all aspects of Records Management (regulatory requirements, storage solutions, records use, legal discovery, defensible records disposal, audit and exam support, risk controls and testing, training, etc.).• Completed 3-month Global Rotation Program (GRP) work assignment in Bangalore, India, supporting the FMR India Compliance and Ethics team from June to September 2018. Work included review of India regulatory records retention requirements, management of off-site records storage and disposal, and risk assessment and controls testing.• Member of the Enterprise Compliance IDEA Committee (Inclusion Diversity Engagement for Associates). Show less

Covington, Ky

• Worked with senior leaders, corporate functions, and cross-company teams to develop business unit policies, procedures, controls, and measures to implement the Records Management program for Personal and Workplace Investing (PWI).• Led initiatives to streamline processes, ensure regulatory compliance, mitigate risk, and produce cost savings.• Facilitated the development and maintenance of records retention schedules for each PI/WI business unit.• Ensured the necessary IT focus on… Show more • Worked with senior leaders, corporate functions, and cross-company teams to develop business unit policies, procedures, controls, and measures to implement the Records Management program for Personal and Workplace Investing (PWI).• Led initiatives to streamline processes, ensure regulatory compliance, mitigate risk, and produce cost savings.• Facilitated the development and maintenance of records retention schedules for each PI/WI business unit.• Ensured the necessary IT focus on requirements for implementation of compliant electronic storage and disposition including email, Salesforce.com, SharePoint, Documentum, and Jive platforms.• Resource for all Records Management topics—including client contract language, answers to RFPs and client audits.• Develop records management training for department coordinators and all associates.• Work with Compliance and CCO on records and information management initiatives.• Obtained CRM (Certified Records Manager) designation--passing all 6 CRM exams on first attempt (July 2009).• Completed AIIM Electronic Records Management Practitioner Certificate Program (ERMp) in August 2008. Show less

Covington, Ky

• Responsible for training programs in the areas of Legal and Regulatory, Risk Management, Project Management, Investment Education, Operations Management, Customer Service, and Sales.• Developed Risk Management Certificate program including topics such as risk assessment, ID theft, information security, contingency planning, business ethics, and supporting audits.• Worked with senior leaders across the business to identify root causes and implement training needs. • Managed project… Show more • Responsible for training programs in the areas of Legal and Regulatory, Risk Management, Project Management, Investment Education, Operations Management, Customer Service, and Sales.• Developed Risk Management Certificate program including topics such as risk assessment, ID theft, information security, contingency planning, business ethics, and supporting audits.• Worked with senior leaders across the business to identify root causes and implement training needs. • Managed project manager and instructional design teams. Responsible for goals, development, and compensation planning.• Performed annual workforce capacity planning and managed budget exceeding $1 million annually.• Negotiated vendor agreements for classroom and e-learning curriculum.• Led efforts for applications for Corporate University Best-in-Class (CUBIC) and Brandon Hall awards and led the successful review of curriculum by the America Council on Education (ACE) for college credit. • Completed Six Sigma Yellow Belt training and assisted in the rollout of Six Sigma across FESCo (WI). Show less

Covington, Ky

• Designed and implemented New Hire programs with on-the-job learning activities and performance assessments. • Developed and supported training for business initiatives, systems implementations, and new products and services.• Received FIRSCo Outstanding Service Award for leading XTRAC rollout training (November 1998).

Covington, Ky

• Responsible for processing, auditing, and reconciling withdrawals from retirement plans. Involved internal and external communication skills, identifying and resolving discrepancies, and analyzing and implementing process improvements.

Cincinnati, Ohio Area

• Responsible for administrative functions for the procurement of materials for GE Aircraft Engines. • Controller duties included processing debits and credits, preparing monthly loan balance reports, billing direct purchase orders, and preparing the bi-monthly check-run to over 1200 suppliers.

Ma, Speech Communication

Activities and Societies: Head Resident of Swing Hall. Concentration in Organizational Communication. Included course work in Management.

Bs, Mass Communication

Activities and Societies: Public Relations Student Society of America (PRSSA), Laws Hall & Associates Advertising Practicum, Head Resident.

Education record

Activities and Societies: Editor-in-Chief - Yearbook, Volunteer Core Committee