Karen Franzone

Business Manager, College of Graduate Studies at Texas A&M University-Corpus Christi
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Contact Information
us****@****om
(386) 825-5501
Location
Corpus Christi, Texas, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Full professional proficiency
  • Russian Native or bilingual proficiency

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Kendrick White

I first met Karen years ago when we both worked in Russia back in the early 1990's. She was an inquisitive pioneer then and has remained so throughout her career. We also worked together in Price Waterhouse in the mid 1990's as professionals helping to develop Russia's emerging financial markets. She was always positive and proactive in solving and problems cropping up as we progressed in really groundbreaking work. Over the years we've kept in regular contact and she has been instrumental in keeping our alumni connected and encouraging regular interaction and sharing experience. It's always a pleasure knowing and working with Karen.

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Credentials

  • Pennsylvania Teaching Certificate - Spanish
    Pennsylvania Department of Education
    Mar, 2007
    - Oct, 2024
  • Series 63
    FINRA
    Mar, 2014
    - Oct, 2024
  • Series 7
    FINRA
    Jan, 2014
    - Oct, 2024

Experience

  • Texas A&M University-Corpus Christi
    • United States
    • Higher Education
    • 700 & Above Employee
    • Business Manager, College of Graduate Studies
      • Dec 2017 - Present

      • Manage $1.9 million operating budget for the Dean of the College of Graduate Studies.• Oversee $237,500 scholarship budget for all graduate students, through coordination with the scholarship committees at the university’s five colleges. • Reconcile scholarship accounts with actual disbursement activity.• Oversee entire process of ensuring that all graduate assistants meet and maintain eligibility requirements throughout their employment. • Manage the out of state tuition waiver process for non-Texas resident graduate assistantso enhanced this process so that it is more streamlined, efficient, and less manual• Coordinate and communicate with Scholarship Office, Financial Aid, Bursar, Registrar, and all colleges with respect to scholarships, assistantships, and waivers. • Prepare cost benefit analysis of the College’s plan to offer full scholarships for students in its doctoral programs. • Apply rules, procedures, and policies to all aspects of work. • Utilize Banner, Argos, Business Objects for monitoring student registration, GPA, academic standing. • Manage hiring and onboarding processes for new employees in the College. Show less

    • Business Manager, Provost and Vice President of Academic Affairs
      • Dec 2015 - Nov 2017

      • Managed $4.8 million budget for Provost and Vice President of Academic Affairs; this entailed over 100 accounts.• Reviewed and analyzed historical data for summer and interim instruction accounts in order to discern trends or issues, and to strategically set budgets for the upcoming year. • Prepared financial section of New Program Proposals for submission to the Texas Higher Education Coordinating Board. o Tracked commitments for each approved program, such as new faculty and TAs/RAs. • Worked with Dean and Associate Dean of College of Nursing in order to properly track program related expenses in order to determine financial soundness. • Facilitated communication between the Provost office and all colleges and various departments at University for items relating to budgeting process, faculty teaching budgets, new faculty requests, and merit requests. o Coordinated all requests as it relates to the above and prepares consolidated reports for review, approval, and submission. • Liaised between Budget Office and all of Business Coordinators at University with respect to new fiscal year budget process, merit increases, negative accounts, summer and interim instruction budgeting, and reporting.o Managed a $1MM potential budget reduction across all colleges and various departments; this involved utilizing spreadsheets and information extracted through data warehouses. • Managed processes for tracking the following, after having streamlined and modified the processes for the Provost:o faculty contingency accounts; o search fund accounts for vacant postings; o scholarships for student travel that are funded by donations to Parents’ Council. Show less

  • Vanguard
    • United States
    • Financial Services
    • 700 & Above Employee
    • Personal Advisor Support Associate
      • Oct 2013 - Jul 2015

      • Analyzed securities within financial plan for proper asset classification. • Worked alongside CFPs on the development of financial plans for their clients. • Implemented financial plans for discretionary and non-discretionary clients; system used Monte Carlo simulations. • Analyzed current state procedures and made formal recommendations for process improvements.

    • Process Associate
      • Sep 2012 - Oct 2013

      • Processed change of ownership requests for both brokerage and mutual fund assets. • Managed team’s Impact Planning initiative.

  • Club Z! In-Home Tutoring Services
    • Wayne, Pennsylvania
    • Small Business Owner
      • Oct 2003 - Dec 2013

      • Managed budgeting, financial reporting, hiring and directing independent contractors, advertising, and securing business for privately held tutoring company. • Projected cash flow for business. • Managed investments for business. • Managed budgeting, financial reporting, hiring and directing independent contractors, advertising, and securing business for privately held tutoring company. • Projected cash flow for business. • Managed investments for business.

  • Valley Forge Military Academy & College
    • Pennsylvania
    • Spanish and Russian Teacher
      • Aug 2008 - Jun 2011

      • Taught Russian and Spanish to students of public and private high schools. • Taught Russian and Spanish to students of public and private high schools.

  • Unionville High School
    • Kennett Square
    • Spanish Teacher
      • Aug 2007 - Jun 2008

      • Taught Spanish to high school students. • Taught Spanish to high school students.

  • Conestoga High School
    • Berwyn, Pennsylvania
    • Student Teacher Assignment
      • Jan 2007 - Mar 2007

      • Taught Spanish to high school students in the capacity of a student teacher. • Taught Spanish to high school students in the capacity of a student teacher.

  • Towers Perrin
    • Philadelphia, Pennsylvania
    • Finance Resources Training and Customer Service Manager
      • Jun 1999 - Nov 2006

      • Managed firm-wide corporate finance training initiatives to the 5000+ employee multinational organization. • Conducted needs assessments. • Created training manuals and implemented seminars in US and overseas, primarily Latin America, to adult, professional groups within the organization on financial policy issues related to cash flow improvement. • Managed training budget. • Established and managed customer service group. • Managed a four-person customer service group for assistance with billing and time recording policy issues. • Worked directly with accounting, IT, and finance. • Responsible for managing enhancements to internal software utilized by all employees. Show less

  • New York Institute of Finance
    • New York, New York
    • Custom Financial Markets Seminars Project Manager
      • Mar 1996 - Dec 1998

      • Customized finance training seminars for private financial institutional clients, both domestically and internationally. • Responsible for securing the appropriate instructors to deliver the required training. • Wrote proposals for receiving USAID grant money to provide training to international students. • Customized finance training seminars for private financial institutional clients, both domestically and internationally. • Responsible for securing the appropriate instructors to deliver the required training. • Wrote proposals for receiving USAID grant money to provide training to international students.

  • Price Waterhouse, LLC
    • Moscow, Russian Federation
    • Russian Capital Markets Training Project Manager
      • Feb 1995 - Feb 1996

      • Conducted training needs analyses in Russia with respect to the emerging financial services industry by meeting with and surveying high level Russian officials and local constituents. • Managed a group of local nationals for the design of training manuals and implementation of capital markets seminars throughout Russia. • Personally delivered seminars in Russian on “Discounted Cash Flow”. • Conducted training needs analyses in Russia with respect to the emerging financial services industry by meeting with and surveying high level Russian officials and local constituents. • Managed a group of local nationals for the design of training manuals and implementation of capital markets seminars throughout Russia. • Personally delivered seminars in Russian on “Discounted Cash Flow”.

  • Peace Corps
    • Nizhny Novgorod Region, Russian Federation
    • Business Project Volunteer
      • Nov 1992 - Dec 1994

      • Major accomplishment was the organization of nationwide conference for the development of capital markets in Russia. This involved meeting with officials of the Central Bank of Russia, the Ministry of Finance, and the newly formed Securities and Exchange Commission to discuss, in Russian, the organization of the conference, and to assess what work was being done with respect to developing the Russian capital market. • Became fluent in Russian after only seven months. • Major accomplishment was the organization of nationwide conference for the development of capital markets in Russia. This involved meeting with officials of the Central Bank of Russia, the Ministry of Finance, and the newly formed Securities and Exchange Commission to discuss, in Russian, the organization of the conference, and to assess what work was being done with respect to developing the Russian capital market. • Became fluent in Russian after only seven months.

  • SG Warburg
    • New York, New York
    • International Operations Associate
      • Dec 1990 - Nov 1992

      • Transacted on purchases and sales of foreign securities that were purchased on behalf of institutional investors for their mutual funds, such as Vanguard. • Transacted on purchases and sales of foreign securities that were purchased on behalf of institutional investors for their mutual funds, such as Vanguard.

  • The First Boston Corporation
    • New York, New York
    • International Operations Agent
      • Jun 1987 - Nov 1990

      • Transacted on purchases and sales of foreign securities that were purchased on behalf of institutional investors for their mutual funds, such as Vanguard. • Transacted on purchases and sales of foreign securities that were purchased on behalf of institutional investors for their mutual funds, such as Vanguard.

Education

  • University of Pennsylvania
    Teaching Certificate, PA Spanish Teacher Certification
    2003 - 2006
  • Fordham University
    Master of Business Administration (MBA), International Finance
    1990 - 1992
  • SUNY Binghamton
    Bachelor of Science (BS), Business Administration and Management, General
    1983 - 1987

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