Katelin Franklin Email & Phone Number

Baltimore, Maryland, United States

Baltimore, Maryland, United States

Baltimore, Maryland, United States

Baltimore, Maryland Area

• Product Coverage: Stock, American Depository Receipts (ADRs), Exchange Traded Funds (ETFs), Convertible Bonds, Warrants, International Option Expiries, and other Domestic and International (Global) Equities
• Performs post-execution of trade lifecycle management through trade entry and allocation, confirmation, matching, settlement, risk management, and client service.
• Oversees daily activities of two analysts.
• Responsible for proactively flagging potential risk items and acts as the main escalation point of contact for control groups.
• Manages a portfolio of client accounts that trade global equity based products by working directly with global sales trading desks.
• Delivers superior customer service by interacting and intermediating with global equity trading desks and Morgan Stanley’s institutional clients.

Baltimore, Maryland Area

• Worked as a part of a team on an ongoing regulatory project that supported institutional clients.
• Coordinated with internal teams and external clients to implement project objectives.
• Utilized appropriate processes, procedures, and techniques to implement changes and solve problems.
• Identified resolutions and changes by analyzing problems and outdated procedures.
• Escalated and communicated issues with appropriate personnel escalation contacts.
• Supported business processes by creating and maintaining documentation to improve task procedures.

Aberdeen, Maryland

• Provided support and direction for activities within a variety of specifically focused youth development program areas.
• Prepared youth for success by creating an environment that facilitates achievement, providing guidance and role modeling to members, and assisting in the supervision and discipline of team members and youth when deemed.
• Effectively implemented and administered youth programs by monitoring and evaluating program effectiveness to ensure the safety of team members and the youth and to ensure a high quality output of the programs.
• Prepared periodic activity and attendance reports, participated in collaborative programs and events to ensure a productive work and development environment.

• Assisted customers through the purchasing process and led fellow employees through the training process.
• Worked cooperatively with management and completed delegated tasks in a timely and efficient manner.
• Managed store funds through the operation of the cash register and was held accountable for closing and totaling daily funds.
• Organized store layout and teamed with store managers to improve store processes to enhance operational processes.

• Assisted in the organization and management of a youth baseball league while coordinating weekly recreation events.
• Recorded statistics for each team and provided team/player averages to each coach on a weekly basis.
• Acted as a liaison between the participants and the President of the Recreation Council.
• Maintained the physical appearance of the recreation center.