Sara Franko, Crpc™ Email & Phone Number

Oak Brook, Illinois, United States

Oak Brook, Illinois, United States

Chicago's Western Suburbs

• Developed and established the company from the ground up, gaining more than 5,000 clients and 25 instructors within 15 locations; placed in Top 20 Revenue Earners of FIT4MOM franchisees in 2015-2019 by achieving $100K+.
• Manage all phases of business management, including planning, budgeting, marketing, forecasting, human resources, and training.
• Outperform sales goals and marketing objectives by analyzing KPI from various CRM and marketing platforms.
• Systematized the HR process by managing the recruitment and training process, performance evaluation, and professional development through continuous education.
• Optimize website captures, social media advertising and engagement, community networking, referral programs, public relations, and grassroots efforts to generate and foster leads, automating sales techniques that.
• Oversee an organized social media content calendar, ensuring periodic and timely posts, obtaining a 3% average engagement rate and 4,000+ followers.

Greater Chicago Area

• Proven outstanding sales acuity, gaining the CEO's endorsement and promoted from Sales Assistant to Business Development Specialist within the first six months.
• Collaborated with Registered Investment Advisors in assigned territory and cultivated bilateral partnerships while ensuring efficiency in all business coordination.
• Maintained timely curated communication with clients. Monitored communication with prospects by optimizing CRM and organizing the records in alignment with the KPI standards and metrics.
• Utilized database, sales reports, advisor websites, and personal outreach in classifying new prospects and qualified leads.
• Conducted fund analytics to identify new opportunities and determine competitive advantages.

Chicago, Illinois, United States

• Facilitated all trades between internal traders and external brokers, preserving a high confirmation rate on trade date to conserve the low rate of trade corrections.
• Identified sectors with the most activities by monitoring trade statistics for business analysts; recorded trade corrections in mitigating patterns of errors.

Chicago, Illinois, United States

• Oversaw daily revenue, equity processing, settlement, and fixed income and syndicate trades for corporations and individuals; ensured accurate billing and payouts.
• Acted as the main liaison for operational matters, such as wire transfers, billing inquiries, and asset transition.
• Regulated account activity and investigated discrepancies to secure consistency and accuracy of $225M account assets.
• Designed and implemented methodical performance reports for 80+ households, including managed accounts, syndicate/trading accounts, and private equity and hedge funds; administered relevant benchmarks for individual.