Sales Management

Igor Kaplun

**** *. ******* #** *******, IL ***** 786-***-**** ****.******@*****.***

Results oriented financial services professional with experience in middle office investment operations and

relationship management. Expertise includes areas of trade processing, collateral management, derivatives

trading support and institutional trading support. Demonstrated skills in market analysis, quantitative research,

sales analytics and business development across Canada and U.S. Able to build strong, sustainable relationships

with internal and external individuals. Perform effectively under high-pressure situations. Maintain highest

ethical standards.

CORE KNOWLEDGE & SKILL AREAS

Asset/Wealth Management Operations Relationship Building/Cultivation

Sales Negotiations & Closing

Analytical & Quantitative Skills

Consultative Selling Approach

Strategic Research & Analysis

Experience

Franklin Templeton Investments March 2007-April 2009

Investment Management Associate (Rotational Management Trainee Program) Ft. Lauderdale, FL

• Compiled stock research and distributed sector specific news on market movers based on Global Equity

Group’s holdings utilizing Bloomberg & Morningstar

• Collaborated with Global Equity Trading group and Global Trading Administration team in India to

fulfill quarterly and monthly reporting responsibilities, trade cost analyses, and broker voting processes

• Co-authored RFI (Request for Information) for a $500k-$1M collateral management solution and

operational software for JPM, Bank of New York, Omgeo and State Street Bank

• Created cash investment solution saving company $1300/day to senior management utilizing existing

custodian and treasury/custody services

• Researched complex market policies and trading restrictions (foreign holding restrictions, blocking

markets, short settlements) to provide pertinent information for portfolio managers and research analysts

• Fielded sell-side broker calls, assisted with daily flow of the desk, received run-downs, and relayed

crucial market and stock specific news to institutional and retail traders

• Proactively cross-sold Franklin Templeton products using hypothetical illustrations, needs-based selling

strategies, and client profiles to find optimal solutions

• Generated $7M in leads in 3 month period for Internal Wholesalers

• Gathered competitive intelligence data, sales trends, market share, and quartile rankings to develop

recommendations for product positioning and sales presentations

• Developed new product proposals for the Product Committee through rigorous analysis of sales data,

mutual fund flows, and cost/fee structures of 25 funds

• Co-authored “Six Degrees of Separation” presentation focusing on global oil demand, trader

speculation, inflation and Chinese energy needs for “Investment Outlook & Opportunities Forum”,

Canada’s largest investment forum

ManiaTV! October 2004-December 2006

Account Manager Gainesville, FL

• Created marketing campaign generating $150K in advertising sales in FY05, 37% increase YoY

• Drove online traffic increase of 22% in FY 06 through tactical media events (press releases, radio

contests, online marketing)

• Ranked in top 5% of sales team in FY06 for driving sales, increasing overall online traffic, and

surpassing weekly email subscriptions

• Managed 15 national and local clients

• Managed staff of three Sales Representatives throughout Florida

Proficiencies & Licenses

Languages: Conversational in Russian, basic knowledge of Spanish and Italian

Applications: Microsoft Office (Excel Functions: vlookups/hlookups, pivot tables, if/then formulas, basic

macros), Electronic Document Repository, Charles River, Bloomberg, Equity Trade Blotter, Moxy,

MorningStar Direct, Globe HySales, NICE Logger and SharePoint

FINRA: Series 6

Education

University of Florida, Gainesville, FL GPA 3.6

Master of Arts in International Business 12/06

Bachelor of Arts in Business Administration 06/05

Universita Commerciale Luigi Bocconi, Milan, Italy

Graduate Exchange Program 06/06

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