1. Robert Watson
126 Arbor Glen Drive - Palm Harbor FL 34683| 727-480-0830 | gobuffsbw@aol.com
Professional Summary
Results-focused, management professional offering 17 years of progressive leadership experience. Transforms high-potential
staff into outstanding leaders who demonstratethe creativity and savvy that is critical to financial and operational
success. Versatile and innovative professional skilled at seeing the “big picture”while still also focusing on thedetails. Expertise
in business development and streamlining processes and systems.
Skills______________________________________________________________________
 Exceptional Workflow Management
 Skilled in Call Center Operations
 Critical Thinking
 Time Management
 Results Oriented in Back Office Operations
 Committed to Maintaining Data Integrity
 Strong Problem Solving Aptitude
Experience__________________________________________________________________
SUPERVISOR - | FRANKLIN TEMPLETON INVESTMENTS |MAIN OFFICE SERVICES | MAY 2005 TO
OCTOBER 2015
 Managed projects as assigned by tracking progress and updated managers, partners and clients as necessary.
 Monitored staff overall production and provided weekly feedback. This included ensuring that staff individual
performance was documented on a quarterly basis and writing annual appraisals for end of the year review.
 Evaluate financial reporting systems, investment activities and make recommendations for changes to procedures,
operating systems, budgets, or other financial control functions.
 Establish and maintain relationships with high level firms or business customers. Provided solutions for high level
issues that customers may encounter.
 Was the Subject Matter Expert (SME) for thedepartment regarding back office operations
 Responsible for all staff discipline and administrative duties.
SUPERVISOR - PREMIER SERVICES| FRANKLIN TEMPLETON INVESTMENTS | MARCH 2002 TO MAY 2005
 Responsible for managing inbound calls from high net worth Financial Advisors.
 Met all departmental call guidelines including service levels, handle time and productivity.
 Dealt directly with the Financial Advisors on any complex or escalated issues.
 Scheduled staff shifts to cover peaks or lulls in customer inquiries.
 Managed departmentalwork flows to ensure service level agreements are met

2. 2
Robert Watson
126 Arbor Glen Drive - Palm Harbor FL 34683| 727-480-0830 | gobuffsbw@aol.com
Experience__________________________________________________________________
SPECIALIST – PREMIER SERVICES | FRANKLIN TEMPLETON INVESTMENTS | APRIL 2000 to MARCH 2002
 Processing and taking incoming calls from high net worth Financial Advisors.
 Improved call center functionality and service capacity by resolving customer complaints efficiently and quickly.
 Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment.
 Mastery of customer service management systems and databases.
 Managed high call volume with tact and professionalism.
SPECIALIST – RETIREMENT SERVICES | FRANKLIN TEMPLETON INVESTMENTS | DECEMBEER 1997 to
APRIL 2000
 Daily task to take inbound shareholder calls and process monetary transactions.
 Addressed and resolved customer product complaints empathetically and professionally.
 Met or exceeded service and quality standards every review period.
 Defused volatile customer situations calmly and courteously.
Education
Highland High School, Thornton,CO
High School Diploma, General Studies, Graduated May 1979
Certifications/Licenses_________________________________________________________
Currently hold FINRA licenses for Series 6, 26, and 63.
References_____________________________________________________________ ____
Scott Gormley – Relationship Manager – Franklin Templeton Investments
1-916-717-2923
Theresa Vineyard – Operations Technical Specialist-Raymond James Financial
1-727-567-1000
Derrick Mosley – Relationship Manager – Franklin Templeton Investments
1-510-334-2410
MitziStatton – Supervisor – Franklin Templeton Investments
1-727-423-4684
Sue Portal – Supervisor – Humana Health Care
1-727-420-8532
MikeGandolfo – President of Pinellas County Teachers Union
1-727-786-2964