Tanish Desai

Global Shareholder Services @Franklin Templeton

Lowell, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2025 — Present

Global Shareholder Services @Franklin Templeton

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Boston, MA, US

Support client operations in the Global Shareholder Services team- Process high-volume mutual fund transactions with zero error tolerance using and AWD systems- Communicate with financial advisors to resolve time-sensitive account and trade discrepancies- Validate KYC documentation and support adherence to SEC and FINRA requirements.

EDUCATION

N/A

Manning School of Business, UMass Lowell

Bachelor of Business Administration - BBA, Finance, General

ABOUT TANISH DESAI

Hello Everyone! My name is Tanish Desai, and I am embarking on an academic journey…

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Tanish Desai — Global Shareholder Services at Franklin Templeton in Lowell, MA, US | Unifers