Jonathan Harris: in San Francisco, CA

Maintained and developed relationships with clients to ensure retention and deliver high-touch family office services. Collaborated with legal counsel and tax advisers to implement wealth transfer strategies, asset protection, and tax planning. • Trusted to manage daily financial requests from a dozen ultra-high net worth accounts.

Selected for prestigious Management Training Program as one of 15 graduates globally. Rotation 4 – Money Markets Trading • Executed repurchase agreements and discount notes trades within the Franklin Templeton umbrella, with total daily trade value of $3.5B. • Built allocation model that drove trading activities and increased efficiencies by up to 1% daily. Rotation 2 & 3 – Fiduciary Trust International • Worked closely with portfolio managers, while utilizing account data, to help identify accounts that may have drifted form previously identified targets and objectives • Expanded reviews of the status of clients’ estate and tax planning, including preparation of presentations covering client’s personal background, financial overview, core estate plan and tax planning opportunities Rotation 1 – Strategic Client Marketing • Partnered with international creative services team to maintain communication strategy plan.

• Achieved an additional 5% revenue, estimated to be €4,750,000 in 2017, and introduced cost savings of €621,856 annually • Individually conducted interviews with multiple departments to diagnose risk areas in the supply chain and presented findings to the senior board and implemented my strategy within several departments