Employee Spotlight: Paula Morrison

Paula Morrison started at Financial Recovery Technologies in October 2012 bringing over 20 years of experience in the financial services industry. During her tenure at FRT, she has done direct sales, managed third-party relationships, and led the development of our custody partnership program. Today, she manages our channel partners to identify additional business opportunities within our client base and assist the territory sales executives to navigate those opportunities.

1. What are your top priorities and biggest challenges?

My top priority is to leverage our channels to uncover warm leads for our territory sales executives to pursue. My role involves coordinating with several sales executives, all of which have different styles of managing their territory. Learning their styles and establishing a productive cadence can be a challenge at times, however, our collective efforts align with the business’s overall objective to identify new clients and grow our existing relationships to do more business with FRT.

2. What does your typical day look like?

I spend a large part of my day engaging with clients and/or channel partners. Much of that activity is via conference calls and email communication, so I am either on the phone or in Outlook. I also engage with many individuals internally working collaboratively to progress projects and opportunities.

3. 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?

FRT has done a great job at staying on top of and ahead of the trends in the shareholder class action marketplace. The first instance of our innovation was the development of our global offering in 2011-2012. While many of our competitors were not focused in this area of supporting investors in non-U.S. matters, FRT invested a lot of time into building a marketable solution that no one else was offering. Another example is our strategy to address the influx of non-securities, Antitrust settlements. FRT is solely focused on shareholder class actions and established a dedicated team of legal, research, and operational roles to service our clients for these cases since the data and filing process is very complex.

4. What brought you to FRT and what keeps you here?

Prior to FRT, I was at NYSE Technologies; the technology division of the New York Stock Exchange. My sales manager at NYSE came to FRT in the spring of 2012 to run the sales team. He had an open position to manage the Boston territory and knowing that I had a newborn, two toddlers, and that I wanted to limit my travel, he thought the opportunity was a mutual fit.

One of the reasons that keeps me at FRT is that I don’t feel like I’m just a number. I am a whole person with a voice. The executive team is accessible and if I have something to say, they make time to listen, and help me to understand and see the bigger picture. In my experience, they also seek out opinions throughout the organization. When I am asked for my opinion, it makes me feel valued and that I am a contributing. I have a very busy life and if I’m going to be spending a bulk of my day working at something, I need to know that my efforts are providing value.

5. What is your biggest achievement to date at FRT?

Without a doubt – launching our custody program. I remember Rob Adler, CEO of FRT, tapping me on the shoulder and asking if I was interested in taking on the project. On the one hand, I was excited to be part of such a pivotal project for FRT, but on the other hand, I was petrified that I would mess it up! Rob and Steven Longley, SVP of Corporate Development at FRT, were the brain-trusts behind developing that partnership, but I’m proud to have been so intricately involved in the building of a relationship that played such significant role in the shaping of the growth of FRT to what it is today.

6. How do you define success?

Success to me is setting goals, working through the challenges that may arise, and achieving a result you are happy with, even if it not exactly what you originally sought out to achieve. Everything we set out to do is a growth and learning opportunity. Embracing the challenges along the way, adapting as you continue ahead, and continuing until you are happy with the results are all components that contribute to success.

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

The learning process is never done. When I first started at FRT I did a tour by spending time with each group trying to understand what we do and how we do it. I recall Rob saying to me, “you will do yourself a disservice if you don’t do this again in 6 months.” He was right.

When you first attempt anything, it can be overwhelming, and you truly are only absorbing a portion of what you are being told/learning. Revisiting the basics once you’ve increased your knowledge base really gives you a deeper understanding of that skill. I have been here for 6 ½ years and I learn new things and gain a deeper knowledge all the time. Whenever I sit with new employees, I try to pass along this same advice.

8. What advice do you have for someone considering a career in Sales?

My advice can be applied to any industry — find a mentor within the company that is like-minded, driven and knowledgeable in the services that the company offers.  Sometimes, we all need someone to allow us to see things from a different perspective.  For those that are earlier on in their career, having someone with a healthy number of years of experience to guide them through challenging scenarios can really make a meaningful difference in the development of their career.

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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

SETTLED CLAIMS  I  PASSIVE GROUP  I  ANTITRUST  I  FUTURE CLAIMS  I  OPT-IN MONITORING  I OPT-OUT MONITORING

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.

Employee Spotlight: Maggie Rizzacasa

Maggie Rizzacasa started at Financial Recovery Technologies six years ago as the second hire on the Client Services team and opened our New York office in 2013. Today, she is a Senior Account Manager responsible for serving as the day-to-day contact for some of FRT’s largest and most sophisticated clients.

What are your top priorities?

My top priority is to ensure every one of my clients receives the level of service and support they were promised during the sales process. It is my goal to understand what made each client choose us as their class action provider and learn what they’re looking for in a vendor partnership. Once I know that, I can act as a smart filter for them. I focus on putting the right information in front of clients at the right time to create a feeling of tailored client service vs. generic customer support.

What does your typical day look like?

I like to start with organizing my inbox. I use my inbox as a to-do list, so anything that’s in there requires a follow up or investigation on my end. I usually have a meeting or two on the schedule. I know it is best practice to do big project-based work first and save emails for the end of the day, but that is more challenging in a client-facing role. I also prefer to save my project work for the afternoon because my projects tend to be writing-intensive and I find I’m better able to concentrate on that later in the day.

What brought you to FRT and what keeps you here?

FRT’s CEO Rob Adler hired me at a Boston tech startup in 2009. That company offered a completely different product for a totally different market (software for small business owners), but there was enough overlap between the roles that Rob thought of me when he was looking to add to the team in 2013. The opportunity was exciting, and the timing couldn’t have been better, so I was happy to come on-board.

I’ve stayed at FRT because I truly enjoy my clients and the flexibility I’ve been given here. Since I live and work in my territory, I’ve had the opportunity to meet a lot of my clients in-person and develop lasting relationships.

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?

FRT is hiring strategically to keep pace with the changes in our industry. In addition to bringing on more hires to handle increased volume around data acquisition and claims filing, we’re also creating focused roles specific to areas where we anticipate growth and where we want to stay ahead of our competitors.

The way we’ve built up our in-house legal team stands as a good example of this hiring strategy. We’ve created a legal research team dedicated to understanding antitrust settlements and non-US group litigation mechanisms.  These are two relatively new areas of opportunity for investor recovery and our team is well-positioned to help clients understand their options and maximize their recoveries in these types of litigation.

What is your biggest achievement to date at FRT?

I wrote our team’s first handbook in 2015. It covered everything from our different product lines to click-by-click instructions for handlings various daily tasks. The first cut was 80 pages long. It is very rewarding to be able to say I wrote the book on how to do my job.

How do you define success?

Success to me is being satisfied with where your own efforts have gotten you. It is less about having a particular job title or amount of money, but I believe it requires an element of “making it on your own.” If you’re standing on your own two feet and you’re happy with where you are, or working toward improving your lot, that’s pretty good.

What advice do you have for someone considering a career at FRT in Client Services?

Think about whether you really want to work at a young company on a high-growth trajectory. The work can be energizing and rewarding for the right type of person, but it can easily overwhelm someone who isn’t used to the face paced work environment or isn’t comfortable with too much change too quickly.

Learn More

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

About FRT

U.S. CLAIMS  I  GLOBAL GROUP LITIGATION  I  ANTITRUST  I  LITIGATION MONITORING  I  BUYOUTS

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.

Employee Spotlight: Jurgen Fataj

Jurgen Fataj is a Database Developer at Financial Recovery Technologies. With a background in computer science working across technology systems, requirements and datasets, Jurgen plays a vital role in the development and implementation of FRT’s products that process and present data in ways that are secure, efficient and valuable to our internal or external users.

What are your top priorities?

My top priority is to provide database expertise in FRT’s product development process. It is essential that we have the right set of tools to serve our clients efficiently and accurately through the growing complexities of shareholder litigation. I interact daily with the Product team to discuss business requirements and support other developers with implementation and any database challenges that may arise. My focus is to understand the design of our Database Architecture and be an expert on how we use data. The database perspective is needed in nearly all our initiatives as we strive to provide our clients with the tools to retrieve information that is easily accessible and transparent of the overall process.

What does your typical day look like?

Most of my tasks are around FRT’s database requirements. I spend a lot of time reviewing product requirements, working on shorter implementation tasks for our database application releases, ongoing database support, monitoring, and reporting.

What brought you to FRT and what keeps you here?

I came to FRT soon after I graduated and moved to Boston. At the time, FRT was rapidly growing and looking to build out its Data Analysis team. It amazes me because even after five years that feeling of growth has not changed. I remember how natural the interview process felt and excited everyone was to meet me. That part of FRT speaks loudly to the kind of people we have here and what makes up the open, friendly and collegial environment. The work environment is the main reason that keeps me here, but also a tremendous contribution to our growth.

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?

FRT is a problem solver. When they see a need for our clients, they act because it matters. The drive to think outside of the box, think critically and be creative will continue to enable FRT to adapt to whatever challenges present themselves. The diversity of everyone’s background empowers the company to tackle the interdisciplinary space that we face in an innovative way and constantly improving as the field is growing in complexity and so are our client’s needs.

What is your biggest achievement to date at FRT?

My biggest achievement at FRT is contributing to our collegial culture. I interact with people from different teams every day and make their challenges my problems where has bettered my career to the point where I understand what the different groups do and what problems can be solved. Due to the way we use technology to process and analyze data at FRT, recognizing the gaps and links becomes even more critical.

How do you define success?

Success for me is about balance. It is the feeling of accomplishment from my daily responsibilities to also having the freedom to identify a problem and do something else.

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

Success is a “war that you fight in all fronts.” As I come up on my fifth year at FRT, the way the company has grown in so many different directions is a testament to our success and the vision of our leadership team. Growth does not happen overnight, but at FRT, we have outrun it, taking all the steps today to get to our goals of tomorrow.

Learn More

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

About FRT

U.S. CLAIMS  I  GLOBAL GROUP LITIGATION  I  ANTITRUST  I  LITIGATION MONITORING  I  BUYOUTS

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.