Patricia Beans
Vice President, Head of Global Business Development and Client Reporting at Franklin Templeton
Based in Miami, United States
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Seniority
Vp
Department
Sales & Business Development
Location
Miami
Industry
Financial Services
Company size
12K
Contact information
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p•••••••@franklinresources.com
Phone
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Background
About Patricia Beans
An accomplished Financial Services Executive, I have over 20 years’ experience working with distribution partners and asset managers to expand organizational capabilities, rebuild processes, and increase sales. My key strengths include: • Skilled problem-solver with business acumen that crosses organizational boundaries; identify and rally the right resources and organizational influencers to achieve a strategic vision and measure success • Expert in offshore investments and sales practices; expansive knowledge of regional preferences and legal requirements • Adept at developing new business relationships and partnerships with global financial firms that service U.S. and non-U.S. clients, securing client loyalty and garnering market share • Build and motivate cross-functional, global teams to redesign processes that affect client engagement Series 7, 24 and 63 licensed.
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