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.
• 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 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.
• 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.
• 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.

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.
• Provide compliance support to IT and… Show more
• 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.
• 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.
• 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.

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.
• 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
• 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.

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
• 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.

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.

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