Employee Spotlight: Charlotte Allen

Charlotte Allen is a Case Analyst at Financial Recovery Technologies. Charlotte joined FRT in 2016 as the Office Administrator where she worked with internal and external stakeholders on a variety of marketing, operations and finance projects. Today, she supports our in-house legal team bringing knowledge not only in shareholder class actions, but in criminal justice and sociology.

What are your top priorities and biggest challenges?

The top priorities for me and my team are to ensure FRT never misses a settlement or new case filing. Shareholder class actions are constantly evolving and the landscape is changing quickly. From U.S. domestic cases to non-securities antitrust and global group litigation, it is important that we stay on top of everything going on in the marketplace. Case information can come from a wide variety of sources, so the most challenging part is making sure we review all sources on a daily basis.

What does your typical workday look like?

My day typically starts with sending out any outstanding tasks to our operations team. Then, I update our database with new filings or settled cases adding any security identifies. Next, I’ll usually go through my emails and identify what docket changes have been made in current cases we are tracking. The rest of my day can vary but typically is spent helping stage cases to determine eligibility securities for our case specialist team so they can code the plan of allocation.

How do you define success?

Success can be defined in many different ways, but I would say the biggest contributor to success, whether professional or personal, is the amount of effort you put into your work. If you put 100% of your best effort into every task you do, no matter how big or small, success will always follow.

What is FRT doing to ensure they are adapting to the changing landscape of the class action industry while continuing to meet the needs of current and future clients?

One thing I love about working for FRT is that we are constantly looking for ways to improve both 0ur business and the client experience. Being able to point out  strengths is great, but pointing out faults or weaknesses in your company can be a tough pill to swallow. FRT stays ahead of the curve because we take any weaknesses we have identified and look for ways to improve and turn them into strengths. I think that’s really admirable.

What is something most people do not know about you?

Cooking is one of my favorite things to do. I can literally make you anything and it will taste fabulous! This past year, I started to learn how to cook more plant based meals which has been a challenge in itself since it forces you to get creative with your ingredients. This creative cooking has led to some awesome recipe testing that I plan on sharing in a blog where I provide tasty, healthy recipes with a little fitness guidance as well. I plan on officially launching that at the end of the year!

What is the most valuable lesson you have learned during your tenure at FRT?

FRT has taught me to be open and willing to adapt. Since starting at FRT in 2016, I have been in roles where I haven’t had a predecessor so it was kind of up to me to create what this role would look like. Being flexible will keep you on your toes because you are able to learn all the new things that come your way.

What is one piece of advice that has changed your professional career?

Always be open to change and learning new things; learn to embrace change even if it scares you. Adaptability is so crucial in every setting. Learning to be open to new ideas or feedback can help grow you in your career and as a person.

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For more information on what our employees have to say about their experiences with FRT, check out our careers page.

About FRT


Founded in 2008, Financial Recovery Technologies (FRT) is a leading technology-based services firm that helps the investment community identify eligibility, file claims and collect funds made available in securities and other class action settlements. Offering the most comprehensive range of claim filing and monitoring services available, we provide best-in-class eligibility analysis, disbursement auditing and client reporting, and deliver the highest level of accuracy, accountability and transparency available. For more information, go to www.frtservices.com.

This communication and the content found by following any link herein are being provided to you by Financial Recovery Technologies (FRT) for informational purposes only and does not constitute advice. All material presented herein is believed to be reliable but FRT makes no representation or warranty with respect to this communication or such content and expressly disclaims any implied warranty under law. Opinions expressed in this communication may change without prior notice. Firms should always seek legal and financial advice specific to their unique situation and objectives.