Susan Franklin

Susan Franklin Email and Phone Number

Client Services Associate @ Freeman Financial Services, Inc.
Chapel Hill, NC, US
Susan Franklin's Location
Raleigh-Durham-Chapel Hill Area, United States
Susan Franklin's Contact Details

Susan Franklin work email

Susan Franklin personal email

n/a
About Susan Franklin

Susan Franklin is a Client Services Associate at Freeman Financial Services, Inc.. She possess expertise in operations management, business analyst, series 65, data analysis, data entry and 38 more skills.

Susan Franklin's Current Company Details
Freeman Financial Services, Inc.

Freeman Financial Services, Inc.

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Client Services Associate
Chapel Hill, NC, US
Susan Franklin Work Experience Details
  • Freeman Financial Services, Inc.
    Client Services Associate
    Freeman Financial Services, Inc.
    Chapel Hill, Nc, Us
  • Lifeplan Group
    Client Services Manager
    Lifeplan Group Nov 2023 - Present
    Raleigh, North Carolina
    View
  • Ss&C Technologies, Inc. | Advent
    Intake Consultant
    Ss&C Technologies, Inc. | Advent Dec 2021 - Apr 2023
    North Carolina, Us
  • Triangle Wealth Management, Inc.
    Associate Portfolio Manager
    Triangle Wealth Management, Inc. Aug 2017 - Dec 2021
    Raleigh, North Carolina
    View
  • Piedmont Investment Advisors
    Operations Manager
    Piedmont Investment Advisors Aug 2015 - Mar 2017
    Durham, North Carolina
  • Envestnet, Inc
    Operations Associate
    Envestnet, Inc Apr 2015 - Aug 2015
    Raleigh, North Carolina
    View
  • Laffer Investments
    Operations Manager
    Laffer Investments Feb 2010 - Oct 2014
    Nashville, Tennessee
    View

Susan Franklin Skills

Operations Management Business Analyst Series 65 Data Analysis Data Entry Securities Equities Fixed Income Sales Account Reconciliation Strategic Planning Quality Assurance Financial Reporting Insurance Reporting And Analysis Trading Finance Mutual Funds Back Office Operations Microsoft Office Bloomberg Customer Service Client Services Employee Training Problem Solving Supervisory Skills Client Relations Organized Advent Apx Advent Axys Corporate Actions Attention To Detail Improving Processes Team Player Schwab's Portfoliocenter Fiancial Services Sage Saleslogix And Act! Operations Process Improvement Client Billing Fund Accounting Driven By Results Delivering Results Focused

Susan Franklin Education Details

Frequently Asked Questions about Susan Franklin

What company does Susan Franklin work for?

Susan Franklin works for Freeman Financial Services, Inc.

What is Susan Franklin's role at the current company?

Susan Franklin's current role is Client Services Associate.

What is Susan Franklin's email address?

Susan Franklin's email address is sf****@****ent.com

What schools did Susan Franklin attend?

Susan Franklin attended Plymouth State University.

What skills is Susan Franklin known for?

Susan Franklin has skills like Operations Management, Business Analyst, Series 65, Data Analysis, Data Entry, Securities, Equities, Fixed Income, Sales, Account Reconciliation, Strategic Planning, Quality Assurance.

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