Marisa Mallon has worked at Franklin Templeton Investments since July 2015, where she has held several project management roles supporting various initiatives. She has a Bachelor of Science degree in Business Management from Florida State University, with majors in Human Resource Management and minors in International Affairs and Psychology. Her experience includes developing contingency plans, conducting testing and analysis, and representing Franklin Templeton at career fairs.

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