Patricia Beans

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.

Experience

1. Vice President, Head of Global Business Development and Client Reporting

   Franklin Templeton

   Jan 2022 — Present · Miami, FL, US

   Recruited to lead global organization that drives new business opportunities and client retention as an integral piece of the sales cycle. Eighty-person team includes global data services, asset class specialists, and regional specialists who craft Request for Proposal (RFP) and Due Diligence Questionnaire (DDQ) responses.• Redesigning and restructuring team roles to cross-train and expand flexibility and responsiveness.• Integrating client perspective into processes and building close partnerships with sales team.• Driving initiatives to design and develop standard RFP content and Qualitative DDQ templates to increase response efficiency and effectiveness.

Education

• North Central College

  Bachelor of Arts - BA, Psychology

  1979

• Webster University

  Master of Arts - MA, Management/Marketing

  1990