Leo Franzen possesses extensive experience in customer service and management within the financial services sector, primarily at Fidelity Investments from October 2000 to September 2022. Roles included Customer Service Associate, Senior Customer Service Associate, and various director positions, where responsibilities encompassed team leadership, process improvements, and coaching staff. Leo demonstrated strong capabilities in customer relations, achieving operational efficiency, and developing associates' skills. Previously, from December 1995 to October 2000, Leo served as Accountant/Credit & Collection Manager at Harper Oil Products, managing accounts payable/receivable and spearheading collection policies. Leo holds a Bachelor of Science in Accounting from Northern Kentucky University.
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