As of February 2017

1. MARISA MALLON
Marisa.Mallon@FranklinTempleton.com
(727) 483-1617
EDUCATION
Florida State University, Tallahassee August 2011 – May 2015
Bachelor of Science, Business Management – Cum Laude
 Major: Human Resource Management
 Minors: International Affairs and Psychology
 Certificate: Leadership Studies Certificate
 International Study Abroad Program – Valencia, Spain
PROFESSIONAL EXPERIENCE
Franklin Templeton Investments – Futures Associate July 2015 – Present
Global Transfer Agency Project Management Office (Nov 2016 – Mar 2017)
 Partnered with the Account Services and Product Offering leads to support the U.S. DOL Fiduciary Rule Program
 Analyzed the Depository Trust and Clearing Corporation’s policy updates and facilitated work flow change discussions
 Developed Contingency Plans to mitigate and address risks associated with the launch of the online new account
functionality
 Established the user acceptance testing protocol and plan to ensure a successful integration of products to internal systems
 Assisted with the development of the project plan for the International Data Retention Program to eliminate Shareholder
account data from applications
 Created a Pro/Con and SWOT Analysis to highlight deletion vs. masking of account data and presented solutions/risks
 Represented FTI and the Futures Program at the Florida State University Seminoles Futures Career Fair
Global Advisory Services Project Management Office (Jul 2016 – Nov 2016)
 Supported the development and launch of the multi-asset class NextStep funds to successfully meet client’s needs globally
 Analyzed the NextStep fund’s Sales and Assets, created Sales Tracking reports/projections and presented findings to
leadership (U.S. 40 Act, Global UCITs and Asian Tilt UCITs)
 Participated in the development and launch of LibertyShare ETFs (Strategic Beta and Active ETFs)
 Analyzed data elements for Active ETFs, created a Gap Analysis and identified process improvements to ensure consistency
 Developed the Web and Marketing testing scope/acceptance criteria, conducted mobile and browser testing and reported
findings for the successful website launch of the Active ETFs
Customer Operations Transfer Agency (Mar 2016 – Jul 2016)
 Assisted with New Hire onboarding, including: updating and developing resources and assisting with in-person training
 Conducted Beneficiary Research to analyze the cost benefits and risks and presented findings/solutions to management
 Participated in the planning and implementation of Exempt Support to prepare management in support of daily operations
 Assisted with Average Handle Time study to identify productivity levels and employees needed to resolve staffing variance
Human Resources Advisory Services (Nov 2015 – Mar 2016)
 Analyzed and assessed risk levels associated with Brazil Audit and created next steps to ensure FTI remains complaint
 Created Brazil- and Mexico-specific New Employee Orientation presentation and materials for onboarding employees
 Researched and created a Brazil-specific ‘Preventing Unlawful Harassment and Discrimination’ presentation
 Assisted with a key business wide initiative in support of cost containment, including: calculating and drafting 200+
severance agreements
 Represented FTI and the Futures Program at the Florida State University Seminoles Futures Career Fair
Franklin Templeton Learning Academy (Jul 2015 – Nov 2015)
 Researched and implemented a client engagement and content development process to manage content pipeline
 Partnered cross-functionally to create high-level Legal and Compliance review process to ensure content approval
 Drove social strategy and communication initiatives to promote the new Learning Management System
 Developed video scripts and storyboards and provided vision and oversight of content production