Jonathan Franklin Email & Phone Number

Dallas, Texas, United States

- Assisting clients with their most pressing mission critical priorities by aligning them with the most appropriate resources at our disposal.- Perform research fulfillment by responding with the appropriate Gartner Research or scheduling the client to speak with an industry analyst.- Accountable for content knowledge expertise in various assigned business.

Westlake, Texas, United States

- Communicated 401(k) plans to Fidelity's partners to have appropriate Investment Solutions conversations- Built rapport and opened up the conversation with Fidelity clients through profiling and utilizing consultative skills with clientinteractions- Applied bookkeeping management skills to effectively managing leads through lead utilization.- Scheduled.

Tallahassee, Florida, United States

- Analyzed financial situations of clients to formulate a wholistic needs-based solution that incorporates Risk Management, Asset Allocation, and Wealth Accumulation- Established a client base by building long-lasting relationships with clients and ensuring effective communication about theirneeds and long-term financial goals- Developed an ability to.

Farmington, Connecticut

• Support the Foreign Corrupt Practices Act (FCPA) post-acquisition due diligence review of a $30 billion aerospace acquisition ofRockwell Collins Inc.
• Participate in an international site visit, to Latin America, to support interviews and testing of source documents across varioushigh-risk areas
• Assist in analyzing data sets for sample selection and reviewing source documents for sufficient and reasonable support
• Review employee expense reports for reasonable/necessary business expenses and compliance with company policies

Tallahassee, Florida Area

• Coordinated the execution of six orientation programs for over 1,500 new incoming students and their parents
• Established a connection as a role model with incoming students and peers resulting in a 17% increase in enrollment rate for the2017-2018 academic year
• Directed more than 25 campus tours sharing the 130-year legacy of Florida A&M University with prospective students and parents
• Served as a liaison for 10+ University departments, to optimize the delivery of services offered to incoming students
• Analyzed the performance of past orientation methods to optimize the overall experience for incoming students

Bachelor Of Science - Bs, Accounting, 3.20

Activities and Societies: Kappa Alpha Psi, Omicron Delta Kappa Honor Society, Peer Mentor, 2018 Orientation Leader, & CEO of Forum Company.

High School, Mechanical Engineering, 3.9 Gpa

Activities and Societies: NHS, FBLA, Basketball, and FCCLA.