Franklin Templeton Investments
Industry: Investment management company
DescriptionFranklin Resources Inc. is an American holding company that, together with its subsidiaries, is referred to as Franklin Templeton Investments; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc. Assets under management: 753.2 billion USD (2017) Customer service: 0800 305306 CEO: Gregory E. Johnson (31 Jul 2005–) Subsidiaries: Franklin Templeton International Services SA,
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Franklin Templeton Investments Employees
National Financial Partners 2012 - Present
Goldman Sachs 2009 - 2012
LPL Financial 2006 - 2009
Franklin Templeton Investments 2001 - 2006
Franklin Templeton Investments 1996 - 2001
Skills
Equities, Series 7, Fixed Income, Securities, Investments, Capital Markets, Hedge Funds, Alternative Investments, Investment Banking, Portfolio Management, Financial Modeling, Asset Management, Valuation, Series 63, Mutual Funds, Bloomberg, Wealth Management, Derivatives, Private Equity, Corporate Finance
Education
University of Oklahoma
Bachelor of Arts (BA), Economics
Franklin Templeton Investments June 2015 - Present
Franklin Templeton Investments May 2014 - Present
Intel Corporation May 2013 - August 2013
Silver Legacy Resort Casino December 2012 - April 2013
Child Care September 2010 - August 2012
El Dorado Hills Sun Spa September 2007 - August 2011
Skills
Time Management, Analysis, Event Planning, Strategy, Event Management, Microsoft Excel, Microsoft Word, Budgets, Delegation, Data Analysis, Finance, Leadership, Sales, Teamwork
Education
University of Nevada-Reno 2010 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance and Economics
Franklin Templeton Investments 2002 - Present
SEI Investments 1998 - 2002
Santander Investment Securities 1994 - 1998
Salomon Brothers 1992 - 1994
Education
Chartered Financial Analyst
CFA
University of Michigan
BA
Raymond James Financial Inc. August 2012 - Present
Eagle Asset Management August 2012 - Present
Eagle Asset Management February 2004 - August 2012
PwC 2003 - 2004
Ivy Funds 2000 - 2003
Franklin Templeton Investments 1994 - 2000
Skills
Highly Analytical, Managerial Experience, Attention To Detail, Budgets, Management, Forecasting, Auditing, Analytical Skills, Accounting, Financial Audits, Financial Modeling, Variance Analysis, Investments, Mutual Funds
Education
University of Miami - School of Business 1998 — 1999
Master of Business Administration, International Finance
University of Wisconsin-Eau Claire 1989 — 1994
Bachelor of Business Administration, Accounting & Finance
Franklin Templeton Investments March 2004 - Present
Franklin Templeton Investments December 2003 - March 2004
Franklin Templeton Investments April 2002 - November 2003
Franklin Templeton Investments February 2000 - April 2002
Century 21 May 1998 - December 1998
Firemans Fund Insurance Company September 1982 - December 1992
Skills
Risk Management, Financial Analysis, Insurance, Business Planning, Training, Asset Managment, Account Management, Management, Mutual Funds, Business Development, Series 63, Asset Management, Analysis, Finance, Process Improvement, Investments, Sales, Equities, Retirement Planning, Asset Allocation
Education
University of Oregon
B.S., Psychology
Treece Investment Advisory Corp. 2005 - Present
Treece Financial Services Corp June 2008 - Present
Toledo Free Press 2008 - Present
Green Faucet LLC January 2010 - April 2011
Franklin Templeton Investments 2007 - 2009
John Hancock Financial Services 2007 - 2007
Skills
Market Research, Marketing Strategy, Compliance, Data Analysis, Investments, Economics, Financial Risk, Finance, International Finance, Business Strategy, Strategic Partnerships, Strategic Thinking, Macroeconomics, Macro Analysis, Strategic Planning, Entrepreneurship, Due Diligence, Competitive Analysis, Financial Analysis, Mutual Funds, Management Consulting, Series 7, FINRA, Investment Advisory, Analysis, Series 24, Securities, Valuation, Private Equity, Alternative Investments, Asset Allocation, Financial Modeling, Portfolio Management, Hedge Funds, Asset Management, Corporate Finance, Strategic Financial..., Equities, Investment Strategies, Wealth Management, Fixed Income, Venture Capital, Financial Services, Capital Markets, Investment Banking, Financial Advisory, Financial Markets, 401k, Mergers & Acquisitions, Strategy
Education
University of Miami - School of Business 2005 — 2008
Bachelor of Business Administration, Finance
Sylvania Northview High School 2001 — 2005
Diploma, 4.0+
Wall Street, Private Wealth, Investments March 2014 - Present
Investment Research August 2013 - March 2014
Bank of America, Merrill Lynch January 2002 - August 2013
Two Early Stage Companies November 1998 - September 2002
Franklin Templeton Investments May 1991 - November 1998
Merrill Lynch April 1981 - February 1988
Skills
Investment Management, Wealth Management, Asset Allocation, Financial Analysis, Credit Analysis, Portfolio Management, Investment Strategies, Risk Management, Equity Research, Fixed Income Analysis, Product Development, Quantitative Research, Research Design, Operational Risk..., Expert Witness
Education
University of Miami - School of Business 1995 — 1997
Bachelor's degree, Business Administration and Management, General
Franklin Templeton Investments August 2015 - Present
Skills
Marketing, Market Research, Mutual Funds, Investments, Financial Services, Management, Product Management, Fixed Annuities, Data Analysis, Digital Marketing, Insurance, Sales, Analysis, Marketing Strategy, Business Analysis, Project Management, Competitive Analysis, CRM, Portfolio Management, Relationship Management, Sales Management, Series 6, Social Media, Mobile Applications
Education
University of Massachusetts, Amherst
Bachelor of Arts, Sociology
Franklin Templeton Investments January 2012 - Present
Franklin Templeton Investments July 2008 - January 2012
Franklin Templeton Investments April 2004 - July 2008
Education
University of Ottawa / Université d'Ottawa 1991 — 1994
Economics
Nomura Securities January 2014 - Present
Sunyata Global Value LLC January 2012 - December 2013
Persistency Capital June 2004 - December 2011
Franklin Templeton Investments December 2001 - June 2004
Schafer Cullen Capital Management September 1998 - September 2001
Morgan Stanley 1997 - 1998
Skills
Equities, Valuation, Investments, Bloomberg, Private Equity, Alternative Investments, Portfolio Management, Asset Managment, Financial Modeling, Derivatives, Venture Capital, Equity Research, Bonds, Trading, hedge funds, Asset Management, Mutual Funds, Securities, Fixed Income, LBO, Risk Management, Investment Management, Finance, Hedge Funds
Education
University of Notre Dame 1992 — 1996
B.B.A., Finance
Loncar Investments November 2008 - Present
John McCain 2008 January 2007 - November 2008
U.S. Department of the Treasury July 2005 - April 2006
BUSH-CHENEY 2004 September 2003 - July 2005
Franklin Templeton Investments July 2001 - July 2003
Education
University of Miami 1997 — 2001
Bachelor of Business Administration (BBA), Finance
Heartland Event Planning, LLC. September 2013 - Present
Mindshare June 2015 - August 2015
Ogilvy & Mather May 2014 - August 2014
My Team Manager (MTM) May 2013 - September 2013
Republic of Korea Army August 2011 - May 2013
Franklin Templeton Investments May 2011 - August 2011
Skills
Microsoft Office, Advertising, Research, PowerPoint, Negotiation, Networking, DJ, Microsoft Word, Microsoft Excel, Social Media
Education
University of Illinois at Urbana-Champaign 2010 — 2016
Bachelor's degree, Advertising, Junior
Tenafly High School 2006 — 2010
High School
Franklin Templeton Investments September 2014 - Present
Alberta Health Services March 2012 - September 2014
IBM Global Services July 2007 - December 2010
IBM Global Services March 1995 - December 2010
IBM Global Services October 2005 - July 2007
IBM Global Services May 1999 - October 2005
IBM Global Services March 1995 - May 1998
Petro-Canada November 1981 - March 1995
Skills
Customer Satisfaction, Problem Solving, Service Management, Service Delivery, Incident Management, IT Service Management, ITIL, SLA, Sla, Change Management, Project Delivery, ITIL Certified, Problem Management, Release Management, Resource Management, Management, Data Center, Global Delivery, Technical Support, Business Process, Leadership, IT Operations, IT Strategy
Education
University of Manitoba 1975 — 1976
Bachelor of Arts
Robert W. Baird & Co. July 2014 - Present
Robert W. Baird & Co. May 2013 - August 2013
Franklin Templeton Investments March 2013 - April 2013
Grant Thornton LLP June 2011 - June 2012
TMDG, LLC May 2009 - June 2011
McGladrey & Pullen September 2008 - March 2009
Skills
Internal Controls, Accounting, Audit, Internal Audit, SOX, External Audit, Financial Reporting, Auditing, GAAP, Financial Analysis, Compliance
Education
University of Michigan Business School 2012 — 2014
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
Master's, Accountancy
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Arts, Economics, Business Minor
Performance Trust Investment Advisors, LLC (PTIA) July 2008 - February 2013
Rochester Partners October 1997 - July 2008
Franklin Templeton Investments April 1994 - April 1997
UBS Securities August 1987 - April 1992
PepsiCo International October 1984 - June 1986
Deloitte, Haskins, & Sells June 1982 - September 1984
Skills
Portfolio Management, Manager of Investment..., Asset Management..., Asset Management, Investments, Fixed Income, Hedge Funds, Budgets, Finance, Investment Strategies, Equities, Bonds, Mutual Funds, Strategy, Leadership
Education
University of Chicago 1983 — 1987
Master of Business Administration (MBA), Specialization in International Finance
University of Illinois at Urbana-Champaign 1978 — 1982
Bachelor of Science (B.S.), Accountancy
Coldwell Banker Real Estate February 2011 - Present
EXIT TEAM REALTY II April 2006 - February 2011
Office Depot January 2007 - February 2009
DHL September 2004 - April 2006
Lennar January 2003 - September 2004
Velda Farms Dairy January 2002 - January 2003
Rexall Sundown May 2000 - January 2002
Franklin Templeton Investments April 1997 - May 2000
FAST AUTO LOANS June 1995 - April 1997
NATIONAL EXPORT IMPORT BANK OF JAMAICA July 1990 - December 1994
Skills
Short Sales, Corporate Relocation, Listings, Real Estate, Real Estate Financing, International Real..., Real Estate License, Sellers, Foreclosures, Investment Properties, Residential Homes, First Time Home Buyers, Loans, REO, Real Estate Transactions, Investors
Education
UNIVERSITY OF TECHNOLOGY, JAMAICA
Bachelor of Business Administration (B.B.A.), Finance, General
University of Miami
Master of Business Administration (M.B.A.), MBA
Royal Caribbean International August 2012 - Present
First Data Corporation January 2011 - July 2012
HOPS November 2006 - January 2011
BankUnited June 2006 - November 2006
Lydian Data Services October 2003 - May 2006
Franklin Templeton Investments September 1996 - July 2003
State Street Corp. September 1989 - August 1996
Skills
Business Analysis, SDLC, Business Intelligence, SQL, Testing, Program Management, Visio, SharePoint, Software Development, Analysis, Process Improvement, Requirements Gathering, User Acceptance Testing, Quality Assurance, Software Documentation
Education
University of Massachusetts Boston
Bachelor of Applied Science (BASc), Accounting and Business/Management
Franklin Templeton Investments June 2015 - Present
Franklin Templeton Investments July 2013 - June 2015
Franklin Templeton Investments July 2011 - July 2013
Franklin Templeton Investments December 2009 - July 2011
Franklin Templeton Investments August 2006 - December 2009
Advent GX Consulting May 2006 - August 2006
Education
University of Notre Dame 2002 — 2006
Bachelor of Arts (B.A.), History
University of South Florida 2010 — 2013
Master of Business Administration (MBA), Finance, International Business, 3.8
University of South Florida 2013 — 2014
Master of Science (M.S.), Management Information Systems, 4.0
Intelligent Mechatronic Systems - IMS March 2014 - Present
Intelligent Mechatronic Systems March 2012 - Present
Intelligent Mechatronic Systems September 2011 - March 2012
Intelligent Mechatronic Systems October 2008 - September 2011
Franklin Templeton Investments August 2008 - October 2008
Gone Fishing Consulting February 2008 - June 2008
RBH Inc. 2002 - 2008
Northwood Technology (Marconi Wireless) 2000 - 2002
Yves R. Hamel & Ass. 1998 - 2000
Skills
Product Management, Strategy, Business Development, Competitive Analysis, Team Building, Product Marketing, Management, Channel, Business Strategy, Analytics, New Business Development, Cross-functional Team..., Business Analysis, Market Research, Channel Partners, Sales Operations, Strategic Planning, Start-ups, CRM, Account Management, Market Analysis, Contract Negotiation, Mobile Devices, Direct Sales, Telecommunications, Team Leadership, Project Management, Go-to-market Strategy, Strategic Partnerships, Sales Management, Forecasting, Negotiation, Marketing Management, Digital Marketing, E-commerce, Leadership, Sales, Solution Selling, Program Management, Entrepreneurship, Business Planning, Team Management, Product Development, Marketing Communications, Marketing Strategy, Budgets, Management Consulting, Change Management, SaaS, Mergers
Education
University of Ottawa 1994 — 1998
The Depository Trust & Clearing Corporation September 2015 - Present
TD Ameritrade May 2009 - September 2015
TD Ameritrade April 2007 - April 2009
Franklin Templeton Investments December 2003 - February 2006
Franklin Templeton Investments July 2000 - December 2003
Franklin Templeton Investments April 1995 - July 2000
Skills
Employee Relations, Employment Law, Performance Management, HR Policies, Talent Acquisition, Change Management, Project Management, Succession Planning, Workforce Planning, Applicant Tracking..., Human Resources, Employee Benefits, Benefits Administration, Talent Management, Organizational..., Recruiting, Strategy, Onboarding, Management
Education
University of Nebraska at Omaha
BSBA, Management, Human Resources
Franklin Templeton Investments November 2005 - Present
Skills
Investments, Mutual Funds, Asset Allocation, Equities, Fixed Income, Series 7, Wealth Management, Financial Services, Asset Management, Alternative Investments, Series 63, Hedge Funds, Securities, Investment Strategies, Finance
Education
University of Oregon 2003 — 2005
Master of Business Administration (MBA), Business/Commerce, General
University of Illinois at Urbana-Champaign 2002 — 2003
Master of Arts (MA), Educational Policy Studies
University of Illinois at Urbana-Champaign 2001 — 2002
Bachelor of Science (BS), Economics
University of Illinois at Urbana-Champaign 1998 — 2001
Bachelor of Science (BS), Finance
Central Dauphin HighSchool
Universal American Mortgage Company (UAMC) December 2012 - Present
Franklin Templeton Investments 2011 - 2013
Skills
Financial Analysis, Bond Markets, Fixed Income, Mutual Funds, Series 7, Hedging, Futures Trading, Pipeline Management, Loan Origination, Government Loans, VA Loans, Risk Management
Education
Souther New Hampshire University 2010 — 2012
Master of Business Administration (MBA), Finance
University of North Florida 2003 — 2007
Bachelor of Business Administration (BBA), Business Management
New York Life & MainStay Investments March 1996 - Present
Franklin Templeton Investments January 1992 - March 1996
Skills
Banking, Portfolio Management, Equities, Asset Managment, Investments, New Business Development, Sales Management, Asset Management, Mutual Funds, Series 63, Alternative Investments, Securities, Wealth Management, Series 7, Investment Strategies, Investment Advisory, Financial Services, ETFs, Asset Allocation
Education
University of New Hampshire 1986 — 1990
Bachelor of Arts (B.A.)
University of New Hampshire
Bachelor of Arts (B.A.)
Critical Velocity Communications August 2014 - Present
Rethink Sustainability Initiatives May 2014 - August 2014
Atlantic Provinces Economic Council March 2008 - February 2014
Franklin Templeton Investments May 2006 - April 2007
TD Securities January 2003 - April 2003
The Daily Deal November 2000 - December 2001
Bridge News [Bridge Information Systems] Knight-Ridder Financial November 1998 - November 2000
The Economist June 1997 - August 1998
Budapest Week 1996 - 1998
Business Hungary Magazine July 1996 - August 1997
Skills
Editing, Marketing Communications, Publications, Media Relations, Blogging, Press Releases, Corporate Communications, Social Networking, Research, Journalism, Publishing, Copy Editing, Strategic Communications, Web Content, Internal Communications, Editorial, Creative Writing, Storytelling, Newspapers, Newsletters, Strategy, Public Relations, Copywriting, Social Media, Writing, Marketing, Strategic Planning
Education
University of King's College
Bachelor of Journalism (Honours)
McKesson July 2015 - Present
IBM October 2014 - July 2015
MedAssets November 2009 - October 2014
URS Corporation May 2008 - October 2009
Franklin Templeton Investments February 2005 - April 2008
State of California June 2001 - February 2005
Skills
Healthcare Consulting, Healthcare, Hospitals, Process Improvement, Healthcare Management, Business Analysis, Business Intelligence, Requirements Analysis, Contract Negotiation, Vendor Management, Project Planning, Contract Management, Procurement, Project Management, Strategic Sourcing, Team Building, Management
Education
University of Minnesota Crookston
Bachelor of Science (BS), Health Care Management
Franklin Templeton Investments June 2004 - Present
Putnam Investments March 1991 - June 2004
Putnam Investments 1991 - 2004
Skills
Mutual Funds, Series 7, Alternative Investments, Series 63, Asset Allocation, Asset Management, Separately Managed..., Investments, Wealth Management, Equities, Portfolio Management, Series 6
Education
University of Massachusetts, Amherst 1986 — 1990
Bs, HRTA
Franklin Templeton Investments November 2010 - Present
Franklin Templeton Investments 1995 - November 2010
Skills
Financial Planners, Investments, Asset Allocation, Investment Advisory, Series 6, Series 63, Securities, Retirement Planning, Asset Management, Wealth Management, Series 7, Mutual Funds, Retirement, Equities, Alternative Investments, Separately Managed...
Education
University of Miami - School of Business 1987 — 1990
Principal Financial Group July 2009 - Present
Principal Financial Group January 2004 - June 2009
Franklin Templeton Investments July 2001 - January 2004
Scudder Investments April 1996 - January 2001
Skills
Retirement Planning, Employee Benefits, Retirement Plan..., 401(k), 403 b, Non-Qualified Deferred..., Defined Benefit, Tax-exempt
Education
University of Iowa - Henry B. Tippie College of Business 1991 — 1995
BBA, Finance, General
Self Employed September 2012 - Present
El Dorado Arts Council January 2010 - Present
HandyPro July 2010 - June 2012
Franklin Templeton Investments March 1983 - January 2009
Franklin Templeton Investments January 1996 - January 2004
Franklin Templeton Investments January 1994 - January 1996
Franklin Templeton Investments January 1986 - January 1994
Skills
Executive Management, Operations Management, Compliance, Investments, Call Center, Risk Management, Vendor Management, Vendor Management..., Project Management, Project Portfolio..., Strategic Planning, Business Strategy, Business Process..., Strategy, Process Improvement, Mutual Funds, Non-profit Leadership, Call center start-up, International..., International Operations, Staff Management, Mentoring Of Staff, System Deployment, Customer Service..., Customer Service..., Call Center Development, Financial System..., Business Process, Call Centers, Financial Services, Mergers & Acquisitions, Marketing, Strategic Financial..., Small Business, Start-ups, Performance Management, Budgets
Education
University of Notre Dame
Bachelor of Arts (B.A.)
Evicore Health Care November 2013 - Present
Pivotal Inc. April 2013 - November 2013
Visa September 2013 - October 2013
Avon May 2013 - September 2013
Estafeta Mexicana March 2013 - April 2013
Greenplum - A Division of EMC April 2011 - April 2013
Franklin Templeton Investments February 2013 - February 2013
The Exchange September 2012 - February 2013
Prudential Financial February 2012 - August 2012
Springleaf Financial Services May 2012 - June 2012
Skills
Data Analysis, Data Mining, Data Warehousing, Database Administration, Business Strategy, Business Intelligence, Systems Analysis, System Architecture, Data Management, Management, Microsoft SQL Server, Databases, SharePoint, Visio, Data Modeling, Database Design, Performance Tuning, SQL, Vendor Management, Requirements Gathering, Solution Architecture, Requirements Analysis, ETL, Linux, Oracle, Outsourcing, Analytics, Analysis, PL/SQL, Consulting, Enterprise Architecture, Cloud Computing, Security, Unix, Data Integration, Data Migration, Big Data, Solaris, IT Strategy, Disaster Recovery, SDLC, Software Project..., T-SQL, Architecture, Program Management, Business Process, Business Management, Hadoop, Distributed Data..., VMware
Education
University of Madras 1988 — 1992
Bachelor of Engineer
Franklin Templeton Investments June 2013 - Present
Franklin Templeton Investments August 2010 - July 2013
Skills
Conference Coordination, Conference Management, Special Events..., Trade Show Exhibitor, Trade Show Strategy, Logistics, Expense Management, Relationship Management, Integrated Marketing, Email Marketing, Direct Marketing, Social Media, Digital Marketing, Event Planning, Marketing Communications, Marketing, Social Media Marketing, Administrative Office..., Account Management, Market Research, Advertising, Marketing Strategy, Management
Education
University of North Florida 2003 — 2007
Bachelor of Science in Communication (B.S.), Advertising
Franklin Templeton Investments April 2007 - Present
University of North Carolina at Chapel Hill 2000 - 2012
Charles Schwab February 2000 - January 2006
Ammirati & Puris (now Lowe & Partners) 1996 - 1999
J Walter Thompson 1992 - 1996
Skills
Financial Services, Analytics, Customer Acquisition, Direct Marketing, Marketing, Marketing Communications, Business Strategy, New Business Development, Strategic Communications, Mergers & Acquisitions, Integrated Marketing, Creative Direction, Business Development
Education
University of North Carolina at Chapel Hill 1979 — 1983
BA, International Studies/Economics
U.S. Department of Veterans Affairs, Veterans Benefits Administration September 2014 - Present
Department of Veterans Affairs, Veterans Benefits Administration June 2014 - September 2014
US Army/Department of Veterans Affairs July 2013 - June 2014
Department of Veterans Affairs, Veterans Benefits Administration June 2012 - July 2013
Department of Veterans Affairs, Veterans Benefits Administration January 2010 - June 2012
Department of Veterans Affairs, Veterans Benefits Administration May 2006 - January 2010
YWCA Tampa Bay December 2004 - May 2006
Florida Department of Juvenile Justice April 2004 - May 2006
Franklin Templeton Investments October 2000 - April 2004
Skills
Community Outreach, Federal Government, Public Administration, Policy, Policy Analysis, Government, Analysis, Public Policy, Data Analysis, Veterans, Intergovernmental..., Project Management, Program Management, Strategic Planning, Decision Analysis, Presentations, Program Evaluation, Training, Interagency Coordination, Strategic Partnerships, Customer Service, Leadership Development, Curriculum Assessment, Curriculum Development, Systems Improvement, Compliance Oversight, Qualitative Research, Budget Monitoring, Organization, Oral & Written..., Creative Writing, Motivated self-starter, Innovation, Research, Proofreading, Newsletters, PowerPoint, Microsoft Office, Microsoft Word, Quality Assurance, Quality Management, Quality Control, Case Managment, Youth Development, Youth Mentoring, Nonprofits
Education
Command and General Staff College, Fort Leavenworth 2013 — 2014
Master's Degree, Masters in Military Arts & Science
University of Miami 1997 — 2000
Bachelor of Arts (B.A.), Psychology
Franklin Templeton Investments May 2014 - Present
Franklin Templeton Investments November 2011 - May 2014
Brandes Investment Partners June 2002 - March 2011
Father Joe's Villages 1998 - 2002
Skills
Toastmasters, Copy Editing, Marketing Research, Newsletters, Non-profits, PowerPoint, Writing, Attribution, Proofreading, Microsoft Excel, Nonprofits, Blogging, Investment Management, Event Planning, Leadership, Microsoft Word, Securities, Alternative Investments, Investments, Fixed Income, Microsoft Office, Finance, Corporate Communications, Research, Marketing Communications, Data Analysis, Public Relations, Asset Allocation, Copywriting, Mutual Funds, Investment Strategies, Analysis
Education
University of Maryland College Park 1986 — 1990
Bachelor of Arts (B.A.), Criminology
James Caldwell High School
DoubleLine Group LP June 2013 - Present
BlackRock January 2010 - Present
Barclays Global Investors 2008 - Present
American Century Investments 2000 - 2008
OppenheimerFunds 1993 - 2000
Franklin Templeton Investments 1992 - 1993
Apple Inc. 1989 - 1990
Skills
University of..., AIFA® Accredited..., Professional Licenses:..., Pensions, ETFs, Alternative Investments, Mutual Funds, Series 7
Education
University of Michigan 1989 — 1991
BA, LSA
Robert Half International January 2013 - Present
Eco Ventures Group, Inc. March 2011 - September 2011
Franklin Templeton Investments February 2006 - April 2011
Centennial Mortgage & Funding, Inc April 2003 - February 2006
Veris, Inc April 2000 - April 2003
RSM McGladrey 1989 - 2001
McGladrey & Pullen, LLP April 1995 - April 2000
Travelink Business Systems, Inc. 1983 - 1987
Dataslink 1983 - 1987
Skills
Program Management, IT Strategy, Strategy, Management, Strategic Planning, Management Consulting, Executive Management, Investments, Business Strategy, Leadership, Pricing, Business Planning, Vendor Management, Information Technology, Contract Negotiation, Consulting, Customer Service, Accounting, Start-ups, IT Management
Education
University of Iowa - Henry B. Tippie College of Business 1974 — 1978
BBS, Accounting and Finance
Franklin Templeton Investments January 2000 - December 2007
Education
University of North Florida 1994 — 2000
Bacehlor's of Business, Marketing
Invesco September 2003 - Present
Quilogy (Microsoft Partner) June 2000 - September 2003
Franklin Templeton Investments April 1994 - March 2000
Skills
Business Analysis, Equities, Asset Managment, Performance Attribution, Fixed Income, SQL
Education
University of Kentucky
B.A., Marketing, Finance
Hitachi Solutions America, Ltd- Business Solution Group August 2015 - Present
Astea International March 2014 - August 2015
Choice Hotels International June 2012 - March 2014
Pamplin College of Business, Virginia Tech August 2010 - May 2012
Franklin Templeton Investments June 2011 - August 2011
Tata Consultancy Services August 2007 - April 2010
Skills
JavaScript, Business Analysis, SQL, Web Design, Eclipse, Java Enterprise Edition, Program Management, Project Management, Requirements Analysis, Finance, Databases, Business Intelligence, Agile Methodologies, Product Management, Business Requirements, Requirements Gathering, Functional..., Technical Documentation, Software Development..., Data Analysis, Tableau, Pivot Tables, Scope Management, Change Management, Quality Assurance, Team Leadership, Web Development, Planning, PL/SQL, Java, J2EE, Internet Banking, Client Communications, Mentoring, Sun Certified Java..., Web Applications, WebSphere Application..., IBM Servers, User Interface Design, Testing, Front-end Development, Visual Basic, Website Development, JSP, HTML, CSS, Revenue Analysis, SDLC
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2010 — 2012
MBA, Finance, 3.81
VJTI
BE, Electrical
Fannie Mae May 2008 - Present
LaSalle Hotel Properties August 2005 - May 2008
Franklin Templeton Investments 2002 - 2005
CIGNA 2000 - 2001
Reznick Group 1998 - 2000
Skills
SEC filings, XBRL, Financial Reporting, SOX Internal Audit, Auditing, Internal Controls, Individual and..., Sarbanes-Oxley Act, Financial Analysis, Financial Statements
Education
University of Maryland University College 1994 — 1997
Bachelor of Business Administration (B.B.A.), Accounting
B2B Bank October 2012 - Present
Franklin Templeton Investments October 2006 - October 2011
Computer Age Management Services Pvt. Ltd. September 2004 - October 2006
Skills
Asset Managment, Fund Accounting, Mutual Funds, Investment Banking, Credit, Asset Management, Financial Analysis, Analysis, Accounting, Trading, Internal Audit
Education
University of Madras 1999 — 2002
Bachelor's degree, Commerce
Sundaravalli Memorial School
Wells Fargo December 2014 - Present
VeriFone June 2014 - December 2014
Franklin Templeton Investments October 2006 - May 2014
Ness Technologies January 2004 - October 2006
Infolinks Technologies June 2000 - December 2003
Skills
SOA, SDLC, Java Enterprise Edition, Software Project..., Web Services, Requirements Analysis, Data Warehousing, PL/SQL, Websphere, Oracle, ESB, SQL, Weblogic, EAI, Spring, Integration, XML, WebSphere Application..., Architectures, Java, WebSphere Process Server, WebSphere MQ, WebSphere, Software Development, Agile Methodologies, System Architecture, Hadoop, Unix, Business Process, WebLogic, Spring Framework, Databases, Requirements Gathering, Enterprise Architecture, Vendor Management, Shell Scripting, Scalability, Business Intelligence, JavaScript, Microsoft SQL Server, MongoDB, Business Process..., Consulting, Management, DB2, JSP, Hibernate, Testing, Business Analysis, Linux
Education
University of Madras 1997 — 2000
Master of Computer Applications, Computer Science
JB College 1993 — 1996
Bachelor's Degree, Mathematics, Statistics and Computer Science
Human Investing March 2014 - Present
Human Investing January 2007 - March 2014
Franklin Templeton Investments 2001 - 2005
Skills
Retirement Planning, Asset Managment, Investments, Financial Statement..., Alternative Investments, Strategic Financial..., Mutual Funds, Fiduciary Services, 401k, Qualified Retirement..., Retirement Plan..., Asset Management, Wealth Management, Investment Strategies, Retirement, Asset Allocation, Equities, Series 7, Strategic Planning, Financial Planning, Portfolio Management
Education
University of Oregon - Charles H. Lundquist College of Business 1999 — 2001
Finance, Finance
UC Berkeley July 2012 - Present
MatchPoint Solutions February 2012 - July 2012
SLAC National Accelerator Laboratory November 2009 - December 2011
Franklin Templeton Investments January 2006 - August 2009
PeopleSoft, Inc. / Oracle, Inc. January 2003 - May 2005
PeopleSoft, Inc. June 2000 - January 2003
Robert Half International December 1998 - May 2000
Polarland 1997 - 1998
Skills
PeopleSoft, SQL, Business Intelligence, ERP, Financials, EPM, General Ledger, Accounting, Financial Reporting, nVision, XML Publisher, PeopleTools, Cognos, Analysis Studio, Business Analysis, Systems Analysis, Data Mapping, Requirements Gathering, Fit/Gap Analysis, Functional Design, ETL, Star Schema, Dimensional Modeling, Data Marts, Dashboard, Excel, Word, Taxware, JIRA, Cost Accounting, Requirements Analysis, documentation
Education
University of Otago 1986 — 1989
BCom, Accounting Major
Franklin Templeton Investments May 2015 - August 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teaching, Team Building
Education
University of Miami - School of Business 2012 — 2016
Westminster Academy 2008 — 2012
Franklin Templeton Investments 1995 - Present
IFC - International Finance Corporation 1984 - 1995
Education
University of Bombay (now University of Mumbai)
BS, Accounting and Finance
University of Massachusetts, Amherst
M.B.A, Business Administration
Raymond James & Associates, Inc October 2006 - Present
Florida Public Utilities Company April 2005 - May 2006
MetLife May 2002 - April 2005
AEGON Americas March 2000 - May 2002
Franklin Templeton Investments March 1998 - March 2000
Skills
SEC filings, XBRL, Budget Process, Canadian tax structures, Private Equity, EPS, Financial Statements, Monthly Close, Statistical surveys, Financial Audits, GAAP, Financial Reporting, Analysis
Education
University of North Carolina at Greensboro 1991 — 1995
Bachelors, Accounting
University of South Florida
Accounting
Franklin Templeton Investments July 1992 - Present
Franklin Templeton Investments 1992 - Present
Skills
Portfolio Management, Equities, Mutual Funds, Investments, Asset Management, Bloomberg, Wealth Management, Investment Strategies, Capital Markets, Equity Research, Financial Modeling, Valuation, Series 7, Investment Advisory, Financial Markets
Education
University of West Florida 1989 — 1991
Bachelor of Arts (BA), Accounting
University of Nebraska-Lincoln 1986 — 1988
Saudi Business Machines - SBM March 2014 - Present
Hexaware Technologies FZE May 2010 - January 2014
EDS an HP company July 2006 - January 2010
2005VISA INTERNATIONAL March 1999 - June 2005
IBM Global Services September 1998 - December 1999
Franklin Templeton Investments January 1991 - January 1998
Franklin Templeton Inc. September 1989 - April 1996
Skills
SDLC, Software Development, MS Project, Project Management, Project Planning, SAP, Software Quality..., Process Improvement, IT Strategy, Quality Assurance, Systems Analysis, Test Automation, Testing, Business Analysis
Education
Scrum.org 2013 — 2014
Certified Scrum Master CSM, Agile software development is a group of software development methods based on iterative and increme
Scrum.org 2010 — 2014
SCRUM PRODUCT OWNER CERTIFICATION, Computer Software Technology/Technician
University of Montana 1983 — 1989
Bachelor of Applied Science (BASc), Computer Science, 3.2
www.iassc.org
Six Sigma certification, Six Sigma Green Belt certification
OppenheimerFunds July 2015 - Present
Franklin Templeton Investments May 2014 - July 2015
Paycom September 2013 - April 2014
WilsonHCG December 2011 - September 2013
WorkNet Pinellas September 2010 - December 2011
Skills
Provisional CWIC, Talent Acquisition, Recruiting, Resume Writing, Internet Recruiting, Applicant Tracking..., Human Resources, Sourcing, IT Recruitment, Employee Benefits, HRIS, Career Development, Temporary Staffing, Recruitment Advertising, Onboarding, Executive Search, Permanent Placement, Business Networking, Employee Relations, Contract Recruitment, HR Consulting, New Hire Orientations, Employer Branding, College Recruiting, Performance Management, Talent Management, Job Coaching, Benefits Administration, RPO, Candidate Generation, Business Development, Job Descriptions, Screening, PeopleSoft, Coaching, Interview Preparation, Temporary Placement, Personnel Management, Cold Calling, Leadership Development, Succession Planning, Interviews, Staffing Services, Screening Resumes, Strategic Sourcing, Account Management, Training, Technical Recruiting, Employee Engagement, Hiring
Education
University of Iowa 2006 — 2010
BA
Why Not Boutique LLC August 2008 - Present
Franklin Templeton Investments February 2007 - December 2008
Skills
Sales, Marketing, Social Media, Fashion, Retail
Education
Valdosta State University 2004 — 2006
Masters, History
University of Massachusetts, Amherst 2000 — 2004
Bachelors, History and English
Westborough High School
Michaels & Associates August 2015 - Present
AchieveGlobal (MHI Global) March 2012 - Present
ellegro learning solutions May 2013 - June 2013
SolDesigns.net December 2012 - February 2013
Florida Power & Light December 2006 - February 2012
SAVI Learning September 2009 - December 2011
Various Companies September 2006 - September 2009
Franklin Templeton Investments October 2000 - June 2006
Hewitt Associates June 1995 - August 1999
Andersen Consulting 1987 - 1995
Skills
Leadership Development, Change Management, Instructional Design, Performance Consulting, Technical Writing, Blended Learning, ADDIE, Instructor-led Training, Captivate, Needs Analysis, ILT, E-Learning, Quality Assurance, Articulate Suite, Lectora, Moodle, Adobe Connect, Live Meeting, Customer Service, Proofreading
Education
Designing e-Learning with Captivate online course 2012 — 2012
Certificate
Continuing Education: ASTD, eLearning Guild
University of Illinois at Urbana-Champaign
B.S.
Franklin Templeton Investments 2007 - Present
Gustafson Financial Group January 1998 - Present
Blue Cross Blue Shield of Minnesota 1995 - 1998
Otis Magie Gustafson Insurance Agency, Inc. 1988 - 1995
Duluth Clinic MedCenters Health Plan 1985 - 1988
Minnesota House of Representatives January 1981 - January 1985
Skills
Retirement Planning, Retirement, Estate Planning, Investments, Business Planning, Strategic Financial..., 401k, Strategic Planning, Fixed Annuities, New Business Development, Insurance, Coaching, Financial Advisory, Financial Services, IRAs, Life Insurance, Term Life Insurance, Financial Planning
Education
University of Minnesota Duluth 1973 — 1978
Bachelor's Degree, Political Science and Psychology
Franklin Templeton Investments June 2010 - Present
Cisco Systems January 2008 - May 2010
ComTec Consultants, Inc DBA ComTec Information Systems August 2007 - January 2008
Fidelity Investments March 2006 - July 2007
Honeywell Technology Solutions, Inc. April 2004 - February 2006
Skills
Business Intelligence, Business Objects, SAP HANA, SAP BW, Data Warehousing, Business Intelligence..., Hadoop, Informatica, ETL, Requirements Analysis, Oracle, SQL, PL/SQL, Dashboard, Java, Microsoft SQL Server, Unix, DB2, Business Analysis, Crystal Reports, T-SQL, XML, Software Project..., Sybase, Stored Procedures, Dimensional Modeling, Data Warehouse..., Unix Shell Scripting, OLAP, RDBMS, SOA, Data Migration, Data Integration, Oracle PL/SQL..., Agile Methodologies, Databases, Shell Scripting, Toad, SQL Tuning, Quality Center, Datameer, Tableau
Education
University of Madras 2000 — 2003
MCA, Computer Applications
Adarsa vidhyalaya
Adarsa vidhyalaya
S.V.B.N.R English Med School, Tirumala
High school
Franklin Templeton Investments February 2013 - December 2014
Daytona International Speedway January 2012 - April 2012
Museum of the Grand Prairie October 2011 - December 2011
Campus Recreation - University of Illinois at Urbana-Champaign September 2010 - March 2011
Skills
Recreation Planning, Sports Management, Tourism Management, Event Planning, Special Events..., Hospitality, Customer Service, Multi Tasking, Adaptability, Task-oriented, PowerPoint, Public Speaking, Budgets
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (B.S.), Recreation, Sport, and Tourism
Franklin Templeton Investments October 2013 - Present
Transamerica October 2013 - Present
Education
University of North Florida - College of Business Administration 2001 — 2005
Finance, General
Countryside High School 1998 — 2001
Franklin Templeton Investments May 2014 - Present
Franklin Templeton Investments July 2012 - May 2014
Citi-University of Miami Experiential Learning Project September 2011 - December 2011
U Realty Group, Denovo Homes May 2011 - August 2011
UBS Wealth Management May 2011 - August 2011
Northwestern Mutual May 2010 - August 2010
Louisiana Small Business Development Center May 2009 - August 2009
Skills
Leadership, Investments, Entrepreneurship, Financial Analysis, Risk Management, Accounting, Microsoft Excel, Strategy, Start-ups, Management, Research, Finance, Sales, Training, Economics, Financial Modeling
Education
University of Miami 2008 — 2012
Bachelor of Business Administration, Major in Finance
University of Miami - School of Business 2008 — 2012
Bachelor of Business Administration, Major in Finance
NOCCA 2006 — 2008
Certificate of Artistry, Jazz Studies
Benjamin Franklin High School 2004 — 2008
High School Diploma
Franklin Templeton Investments September 2011 - Present
Franklin Templeton Investments November 2003 - September 2011
Citi March 2006 - January 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
University of Notre Dame 1996 — 2000
Bachelor of Arts (B.A.), Finance, General
Charles Schwab June 2008 - August 2014
Franklin Templeton Investments November 2007 - June 2008
Navellier Investments May 2005 - September 2007
Skills
Series 7, Mutual Funds, Financial Analysis, Investments, Investment Management, Customer Service, Fixed Income, Financial Modeling, Retirement Planning, Excel, Customer Relations, Research, Finance, Portfolio Management, Asset Allocation, Wealth Management, Series 63, Asset Management, Investment Advisory, Equities
Education
University of Nevada-Reno 2005 — 2008
BS, Finance
Nevada Union
J.P. Morgan June 2007 - Present
Morgan Stanley February 2007 - June 2007
UBS June 2004 - February 2007
Franklin Templeton Investments July 2000 - July 2002
Skills
Finance, Portfolio Management, Fixed Income, Securitization, Banking, Loans, ABS, Capital Markets, Investments, Securities, Financial Modeling
Education
University of Michigan 2002 — 2004
M.S., Quantitative Finance
University of Montana 1997 — 2000
B.A., Mathematics
United States Postal Service March 2012 - Present
Allianz Life November 2008 - April 2010
Thomson Reuters August 2000 - May 2008
American Express Financial Advisors January 1999 - January 2000
Franklin Templeton Investments January 1997 - February 1999
Franklin Templeton Investments October 1995 - January 1997
Franklin Templeton Investments January 1993 - January 1995
Skills
Financial Markets, Fixed Income, Equities, Accounting, General Ledger, Microsoft Office, Lotus Notes, WebEx, Oracle, Siebel, Six Sigma, Bloomberg, Reuters, Relationship Management, Budgeting, Factset, Excel, OneNote, Minitab, Financial Services, Budgets, Business Analysis, Process Improvement, Customer Service, Financial Reporting, Analysis, Microsoft Excel, Vendor Management, Training, Strategy, Investments, Project Management, Financial Analysis
Education
University of St. Thomas 2005 — 2009
MBA
University of Minnesota Duluth 1988 — 1993
Bachelor, Accounting
John Hancock Financial Services March 2015 - Present
Wu Dao Kung Fu and Tai Chi June 2007 - Present
John Hancock Financial Services March 2009 - March 2011
John Hancock Financial September 2007 - March 2009
John Hancock Financial Services August 2005 - September 2007
Towerstream August 2004 - August 2005
Zipglobal 2003 - 2004
Navisite 2000 - 2002
Franklin Templeton Investments 1996 - 2000
Putnam Investments 1990 - 1996
Skills
Management, Program Management, Team Management, Situational Leadership, Project Portfolio..., SDLC, Vendor Management, Disaster Recovery, Requirements Gathering, Business Analysis, Enterprise Architecture, Business Process..., IT Strategy, Business Requirements, Financial Services, Process Improvement, AML, Integration, Visio, IT Management, IT Infrastructure...
Education
University of Massachusetts Boston
Cognizant Technology Solutions February 2015 - Present
Franklin Templeton Investments April 2008 - February 2010
Hewlett-Packard September 2007 - February 2008
CollabNet July 2004 - September 2007
D'zine Garage March 2004 - July 2004
Lister Technologies December 2002 - March 2004
Skills
Agile Methodologies, SDLC, Software Project..., Requirements Analysis, Software Development, Online Marketing, Business Analysis, Graphic Design, Marketing Communications, Web Content Production, Product Management
Education
Human Factors International 2013 — 2013
University of Madras
Bachelor's Degree, English Literature
Franklin Templeton Investments August 2014 - Present
Franklin Templeton Investments November 2008 - August 2014
Ernst & Young, LLP January 2007 - November 2008
Franklin Templeton Investments July 2002 - January 2007
Skills
Information Security, SDLC, Process Improvement, Vendor Management, IT Strategy, Business Analysis, Sarbanes-Oxley Act, Risk Management, Disaster Recovery, IT Audit, Business Process..., Visio, CISA, Enterprise Risk..., Project Team Management
Education
University of Miami 1998 — 2002
Nova Southeastern University
Masters, Computer Science
Franklin Templeton Investments 1998 - Present
Coopers & Lybrand September 1993 - May 1997
Skills
Equities, Equity Research, Portfolio Management, Investments, Asset Managment, Mutual Funds, Financial Modeling, Bloomberg, Investment Strategies, Capital Markets, Valuation
Education
University of Michigan - Stephen M. Ross School of Business
MBA
Washington and Lee University
BA, History
Franklin Templeton 2007 - Present
Creative Finance Options 2012 - Present
INTERIORS by Decorating Den 2003 - 2008
Franklin Templeton Investments 1998 - 2004
Arthur Andersen Technology Solutions 1998 - 1999
Accenture 1996 - 1998
Skills
Project Management, Program Management, Strategic Planning, Change Management, Vendor Management, Project Portfolio..., SDLC, Project Planning, Financial Services, Management, Software Project..., IT Strategy, Process Improvement, Marketing, Budgets, Integration, Business Process..., CRM
Education
University of North Carolina at Chapel Hill 1991 — 1994
BA, Economics
Virginia Polytechnic Institute and State University
MS, Applied Economics
IP Capital Partners, LLC April 2015 - Present
LNR Property, LLC January 2013 - April 2015
LNR Property LLC January 2009 - December 2012
LNR Property LLC November 2007 - December 2008
LNR Property LLC July 2005 - October 2007
LNR Property LLC February 2004 - June 2005
Franklin Templeton Investments January 2003 - February 2004
Franklin Templeton Investments June 2000 - December 2002
Merrill Lynch January 1999 - April 2000
Skills
CMBS, Real Estate Economics, Valuation, Asset Managment, Disposition, Investments, Due Diligence, Brokerage, Portfolio Management, Real Estate, Financial Modeling, Capital Markets, Real Estate Development, Financial Analysis, Underwriting, Private Equity, Acquisitions, Loans, Property Management, Investment Properties, Asset Management, Commercial Real Estate, Real Estate Financing, Investment Management, Real Estate Transactions, Investment Strategies, Leases, Location Intelligence, Structured Finance, Landlords, Credit Analysis, Finance, Asset, Loan Servicing, Loan Origination, Property, Investors, REO, Investment Banking, Equities, Real Estate Private..., Lease Negotiations, Financial Structuring, Apartments, Appraisals
Education
University of Miami - School of Business 2004 — 2006
MBA, Finance
University of Miami 1996 — 2000
BBA, Economics / Finance
Franklin Templeton Investments March 2008 - Present
BearingPoint 2007 - 2008
Ernst & Young October 2000 - September 2007
Capgemini 2000 - 2007
Citizens Funds May 1998 - September 2000
Skills
Financial Services, Capital Markets, Wealth Management, IT Strategy, Portfolio Management, Asset Management, Banking, Investments, Finance, Business Strategy, Business Analysis, Strategy, Private Equity, Risk Management, Strategic Partnerships, Project Management, Business Intelligence, Vendor Relationship..., Information Technology, Trading, Order Management, Analytics
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1996 — 1998
MBA, Finance
University of Mumbai 1989 — 1994
CSAA Insurance Group October 2011 - Present
Franklin Templeton Investments June 1993 - February 2009
Skills
PMO, SDLC, Project Portfolio..., Project Management, Financial Analysis, Cross-functional Team..., Strategic Planning, Software Project..., Strategic Financial..., Financial Reporting, Mutual Funds
Education
University of Miami - School of Business 1996 — 1998
MBA, International Business
University of Massachusetts Lowell 1988 — 1992
Bachelor of Science (BS), Finance
Visa May 2013 - Present
Visa February 2002 - Present
Franklin Templeton Investments September 2000 - February 2002
Best Buy November 1999 - August 2000
The Toro Company September 1999 - November 1999
Freightliner July 1999 - September 1999
U.S. Bank March 1999 - July 1999
ReliaStar Corp. July 1998 - March 1999
Piper Jaffray June 1997 - July 1998
Tandy Corporation September 1996 - June 1997
Skills
System Deployment, Enterprise Architecture, Active Directory, SCCM, Security, Integration, VMware, HP Proliant, Virtualization, Cloud Computing, System Administration, Disaster Recovery, Citrix, Server Architecture, Data Center, IIS, Powershell, Unix, Storage, Microsoft Technologies, Microsoft SQL Server, Windows Server, Operating Systems, TCP/IP, IT Management, Vendor Management, Computer Security, vSphere, VBScript, VMware Infrastructure, IT Strategy, Servers, High Availability, Enterprise Software
Education
University of Minnesota-Twin Cities
Cisco April 2011 - Present
newScale March 2008 - April 2011
Material Software Systems 2007 - 2008
Franklin Templeton Investments June 2004 - March 2007
Tata Consultancy Services November 2000 - May 2004
Triad Software Pvt. Ltd. 2000 - 2000
Skills
Software Development, Data Center, Java Enterprise Edition, Cisco Technologies, Agile Methodologies, Java, Web Services, SOA, Spring
Education
University of Madras 1994 — 1998
Trade Street Residential Inc. November 2012 - Present
Newport Property Ventures November 2011 - November 2012
Gumberg Asset Management Corp. February 2009 - November 2011
Brentwood Asset Management March 2008 - January 2009
Terranova Corporation January 2006 - March 2008
Franklin Templeton Investments June 2004 - December 2005
Skills
Financial Analysis
Education
University of Miami 2002 — 2004
Franklin Templeton Investments February 1993 - Present
Dean Witter Reynolds 1991 - 1993
Education
University of Oregon 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Higher One October 2011 - Present
JP Morgan Chase September 2010 - September 2011
Franklin Templeton Group October 1998 - September 2009
Franklin Templeton Investments 1998 - September 2009
BISYS 1996 - 1998
Skills
Mutual Funds, Management, Financial Services, Banking, Relationship Management, Risk Management, Retirement, Business Analysis, Investments, Salesforce.com, Process Improvement, Asset Managment, Financial Analysis, Fixed Income, Vendor Management, Account Management, Securities, Project Management, Team Leadership, Customer Service, New Business Development, Strategic Planning, Portfolio Management, Sales, Selling, Asset Management
Education
University of Missouri-Columbia, College of Business 1986 — 1990
Bachelor of Science, Business Administration, Finance and Banking
Wells Fargo July 2013 - Present
Wells Fargo November 2011 - July 2013
Wells Fargo & Company May 2005 - October 2011
Franklin Templeton Investments 2002 - 2005
Dreyfus 2000 - 2002
Neuberger Berman 1998 - 2000
T. Rowe Price 1997 - 1998
T Rowe Price 1996 - 1997
Skills
Product Development, Product Strategy, Vendor Management, Marketing Strategy, Strategy Development, Competitive Analysis, Product Marketing, Pattern Recognition, Business Analysis, Business Case..., Analytics, Multi-channel Marketing, Marketing Communications, Marketing Management, Internet, Mobile, Marketing, Product Management, Strategy, Customer Acquisition, Mobile Devices, Cross-functional Team..., Strategic Partnerships
Education
JFK.
University of Maryland College Park
Bachelor of Science (B.S.), Finance and Marketing
Franklin Templeton Investments Associate Business AnalystFranklin Templeton Investments2006 - 2008
Education
University of Massachusetts, Amherst 2000 — 2004
Franklin Templeton Investments President and CEOFranklin Templeton Bank and TrustMay 2009 - Present
franklin templeton 2004 - 2008
Albion Water Company 1984 - 2000
Education
University of Oregon 1980 — 1984
Lodi High School 1976 — 1980
Campus Management June 2008 - Present
Franklin Templeton Investments October 2005 - January 2008
Oracle September 2002 - September 2005
Cambridge Technology Partners 1995 - 2002
Skills
Project Management, Software Project..., Software Implementation, SDLC, PMP, Business Analysis, Requirements Analysis
Education
University of Illinois at Chicago 1989 — 1991
MBA
University of Illinois at Chicago 1983 — 1986
BS
Invesco US March 2015 - Present
The Junior League of Atlanta, Inc. January 2013 - Present
Invesco US July 2011 - February 2015
Junior League of Greater Fort Lauderdale 1992 - January 2013
Franklin Templeton Investments March 1994 - June 2011
Ernst & Young 1990 - 1994
Skills
Financial Analysis, Business Analysis, Process Improvement, PeopleSoft, Financial Reporting, CPA, Auditing, Business Process..., Sarbanes-Oxley Act, Internal Controls, Accounting, Financial Services, Strategic Financial..., Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1991
Master of Accounting, Financial Accounting
University of North Carolina at Chapel Hill 1986 — 1990
Bachelor of Science, Business Administration
J.P. Taravella High School 1983 — 1986
diploma, college prep
Franklin Templeton Investments October 2010 - Present
Franklin Templeton Investments December 2005 - October 2010
JPMorgan Chase 1995 - 2005
Skills
Project Management, Visio, Business Analysis, Vendor Management, Financial Services, Software Project..., Asset Management, Process Improvement, Program Management, Adobe Acrobat, Business Intelligence, PowerPoint, Microsoft Excel, Lotus Notes, Analysis, Microsoft Office
Education
University of Minnesota-Twin Cities 1986 — 1990
Bachelor of Arts (B.A.), Political Science with a minor in French
l'Ecole Charles de Gaulle Lille III 1987 — 1988
DIPLOME DES ETUDES ETRANGERES
Callidus Cloud April 2012 - Present
Callidus Software August 2003 - March 2012
CallidusCloud April 2010 - April 2011
Franklin Templeton Investments April 2000 - April 2002
State Compensation Insurance Fund 1994 - 1999
shamrock computer resources 1993 - 1994
Skills
Customer Relations, Callidus Products, Informatica, Callidus, ETL, PL/SQL, SaaS, Business Intelligence, Enterprise Software, Oracle HR, Requirements Analysis, Unix, Business Objects, Data Warehousing, Unix Shell Scripting, Business Analysis, SQL, Oracle SQL, Cloud Computing, Databases, DB2, Microsoft SQL Server, Oracle, Customer Service
Education
University of Madras 1977 — 1982
BE, Electronics and Communication
Franklin Templeton Investments
Skills
Investments, Mutual Funds, Equities, Asset Management
Education
University of Notre Dame 1995 — 1998
BA
Chartered Financial Analyst Designation
Gap Inc. November 2014 - Present
Ubisoft October 2011 - October 2014
Cognizant Technology Solutions January 2009 - October 2011
Franklin Templeton Investments November 2005 - June 2008
ePace Technologies 2008 - 2008
Mahindra Satyam 2003 - 2005
KMG Infotech 2002 - 2003
Skills
Hyperion Planning, AS400, JD Edwards, Hyperion, Essbase, DB2, PL/SQL, Hyperion Enterprise, Java, SQL, SQL400, ODI, VBA
Education
University of Madras 1998 — 2002
Bachelor of Technology (B.Tech.), Information Technology
VAS Aero Services January 2012 - August 2015
Office Depot April 2008 - January 2012
DHL 2004 - 2008
Franklin Templeton Investments 1996 - 1999
Skills
Strategic Financial..., Forecasting, Process Improvement, Financial Reporting, Budgets, Account Reconciliation, Variance Analysis, Finance, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Cash Flow, Internal Controls, Strategic Planning, Analysis, Leadership, Accounting, SAP, Managerial Finance
Education
University of Miami 1998 — 1999
Master in Professional Accounting, Accounting and Finance
University of Miami - School of Business 1998 — 1999
Master in Professional Accounting, Accounting and Finance
Franklin Templeton Investments August 2004 - Present
Putnam Investments 2001 - 2004
Putnam Investments 2001 - 2004
Putnam Investments 2001 - 2004
Education
University of Massachusetts Dartmouth
Finance
Franklin Templeton Investments November 2007 - Present
Franklin Templeton Investments May 2006 - November 2007
US Bancorp Investments January 2004 - May 2006
US Bank October 2003 - December 2003
Skills
Financial Services, Series 6, Life Insurance, Mutual Funds, Series 63, Portfolio Management, Investments, Series 7, Investment Advisory, 401k, Banking, Fixed Annuities
Education
University of North Carolina at Chapel Hill
BA, Psychology
Franklin Templeton Investments September 2010 - Present
MuniMae 2005 - 2009
XT-Technologies, Inc. July 1999 - January 2006
Toro Technologies, Inc. October 1992 - June 1999
Skills
Business Analysis, Asset Managment, Project Management, Risk Management, Integration, Visio, PMO, SDLC, Vendor Management, Due Diligence, Financial Analysis, PMP, Program Management, Business Intelligence
Education
University of Missouri-Saint Louis 1985 — 1987
MBA, Business
University of Missouri-Columbia 1978 — 1982
BSEE, Engineering
Franklin Templeton Investments June 1996 - Present
Franklin Templeton Investments 1996 - 2014
Skills
Financial Analysis, Strategy, Competitive Analysis, Business Strategy, Strategic Planning, 401k, Asset Allocation, Investments
Education
University of Illinois at Urbana-Champaign 1981 — 1985
BS, Finance
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Finance and Financial Management Services
Scotiabank August 2013 - Present
Royal Bank of Canada March 2011 - July 2013
Royal Bank of Canada February 2010 - March 2011
Mac's Convenience Stores Inc. December 2007 - April 2009
Franklin Templeton Investments December 2006 - December 2007
Skills
Vendor Management, Negotiation, Procurement, Strategic Sourcing, Risk Management, Purchasing, Contract Management, Banking, Change Management, Budgets, Contract Negotiation, Financial Analysis, Business Analysis, Inventory Management, Supply Chain Management
Education
Institute for Supply Chain Management 2010 — 2012
Certified Professional in Supply Management, Logistics, Materials, and Supply Chain Management
Supply Chain Mangament Association of Canada 2008 — 2012
Certified Supply Chain Management Professional Designation, Supply Chain Management
Purchasing Management Association of Canada 2006 — 2009
Certificate in Purchasing, Purchasing
University of Mumbai 1995 — 2000
Bachelor of Commerce (B.Com.), Accounting and Finance
Franklin Templeton Investments December 2007 - Present
Kuoni Travel Group February 1993 - November 2007
Education
Mumbai University
Mcom, English, Science, Maths
American Funds November 2014 - Present
Franklin Templeton Investments March 2003 - October 2014
American Trust & Savings Bank May 2000 - March 2003
Commerce Bank August 1998 - May 2000
Skills
Investments, Asset Allocation, Mutual Funds
Education
University of Illinois at Urbana-Champaign 1993 — 1997
BA, Economics
Franklin Templeton Investments October 2013 - Present
Spruce Goose Productions, LLC October 2009 - Present
WHISKYTREE August 2013 - September 2013
Industrial Light and Magic November 2001 - April 2013
Harish Life Science Advisors July 2012 - December 2012
Cinesite Visual Effects April 1997 - November 2001
University of Notre Dame September 1996 - December 1996
Skills
Constantly Learning
Education
University of Notre Dame 1993 — 1996
BS, PreProfessional Studies (Biochemistry)
Aquinas Institute 1989 — 1993
Franklin Templeton Group July 2008 - Present
Franklin Templeton Investments June 2004 - June 2008
Franklin Templeton Investments February 2003 - April 2004
Pioneer Mutual Funds February 2000 - January 2003
Skills
Mutual Funds, Project Management, Business Analysis, People Management, Compliance, Product Launch..., Management, Portfolio Management
Education
Madras University
Bachelor of Commerce (B.Com.)
Franklin Templeton Investments May 1997 - Present
Skills
Progress 4GL, OpenEdge, GUI development, SonicMQ, Java, Back Office, FIX, Charles River IMS, Electronic Trading, Unix Shell Scripting, Unix, C++, Flash Animation, XML, JMS, SWIFT messaging, Dodd-Frank, Omgeo Oasys, Front Office Trading..., Swaps, Linux, Software Architectural..., Technical Solution..., Windows 7, Photoshop, Digital Photography, Visio, SDLC, Software Development, SQL, Integration, Shell Scripting, Business Requirements, Trading System, N-tier, Database Design
Education
University of Miami 1993 — 1997
Bachelor of Science, Computer Science
Franklin Templeton Investments November 2010 - Present
Franklin Templeton Investments August 2007 - November 2010
Franklin Templeton Investments October 1998 - August 2007
Skills
Fund Accounting
Education
University of Maryland College Park 1987 — 1991
BS, Accounting
McGladrey February 2015 - Present
Franklin Templeton Investments June 2011 - December 2014
Franklin Templeton Investments January 2011 - June 2011
Skills
Investments, Portfolio Management, Analysis, Financial Analysis, Equities, Financial Modeling, Investment Banking, Ethics, Economics, Quantitative Analytics, Analytics, Financial Reporting, Corporate Finance, Institutional..., High Net Worth..., Asset Management, Investment Management, Manage Client..., Client Presentation, Wealth Management, Mutual Funds, Financial Services
Education
University of Notre Dame 2007 — 2010
Bachelor of Arts, Economics
Franklin Templeton Investments June 2014 - Present
Natixis Global Asset Management January 2013 - August 2013
Natixis Global Asset Management January 2010 - December 2012
Natixis Global Asset Management June 2007 - December 2011
Putnam Investments March 1992 - June 2007
Skills
Alternative Investments, Mutual Funds, Series 63, Investments, Series 7, Asset Management, ETFs, Equities, Fixed Income, Retirement, Financial Advisory, Asset Allocation, Fixed Annuities, Portfolio Management, Investment Strategies
Education
University of Massachusetts, Amherst 1987 — 1991
BA, Philosophy and Legal Studies
Boston College High School 1983 — 1987
Franklin Templeton Investments January 2009 - Present
Franklin Templeton Investments 2003 - 2008
Franklin Templeton Investments 2002 - 2003
Franklin Templeton Investments April 2001 - January 2002
Franklin Templeton Investments April 2000 - April 2001
Black & Company (acquired by Wells Fargo Van Kasper) June 1998 - April 2000
University of Illinois at Chicago August 1997 - January 1998
Safety-Kleen May 1997 - August 1997
Kemper Funds January 1996 - August 1996
JTC Advertising 1994 - 1996
Skills
Marketing Strategy, Management, Alternative Investments, Series 6, Team Leadership, Sales, Asset Allocation, Product Management, Strategy, Equity Research, Portfolio Management, Marketing Communications
Education
University of Illinois at Chicago 1996 — 1998
MBA, Marketing, Finance
AIMSE 2000 - 2009
Franklin Templeton Investments 1981 - 2008
Education
University of Nebraska at Omaha 1971 — 1971
BGS, Business
University of Iowa 1965 — 1967
Business
Desjardins Financial Security November 2012 - Present
Manulife Financial February 2010 - November 2012
Excel Mutual Funds April 2008 - December 2008
Barclays Global Investors ( iShares) November 2005 - October 2007
Franklin Templeton Investments 1999 - 2001
Skills
Mutual Funds
Education
University of Ottawa / Université d'Ottawa
Social Science, Political Science
Name Witheld August 2012 - Present
Franklin Templeton Investments August 2011 - June 2012
Marsh October 2009 - July 2011
Income Research & Management January 2009 - June 2009
AllianceBernstein June 2007 - December 2008
Skills
Copywriting, Graphic Design, Content Strategy, Proposal Writing, Sales Presentations, Editing, Proofreading, Marketing Communications, Publishing
Education
University of Missouri-Columbia
Bachelor of Arts (BA), Graphic Design
Webster University (London)
Master of Business Administration (MBA)
Citco 1995 - Present
Franklin Templeton Investments 1985 - 1995
Skills
User Acceptance Testing, Back Office, Fixed Income, SDLC, Corporate Actions, Business Analysis, Credit, Derivatives, Middle Office, Requirements Analysis, Visio, Financial Markets, Equities, Financial Services, Mutual Funds, Software Project..., Securities, Capital Markets, Hedge Funds, Banking, Risk Management
Education
University of Maryland College Park
Bachelor of Arts
Seminole Tribe of Florida June 2013 - Present
Native American Travel 2009 - Present
Seminole Tribe of Florida January 2003 - June 2013
Seminole Tribe of Florida July 1999 - December 2002
Ocwen Financial Corporation January 1998 - July 1999
Franklin Templeton Investments January 1995 - December 1997
Remy Cointreau USA September 1992 - December 1994
Skills
Accounting, Finance, Financial Analysis, Executive Management, Strategic Financial..., Financial Reporting, GAAP, Leadership, Internal Controls, Risk Management, Strategic Planning, Financial Accounting, Budgets, Business Process..., Financial Planning, Management, Team Building, Analysis, Training
Education
University of Miami - School of Business 1996 — 1997
Master of Business Administration (M.B.A.), International Finance
Saint John's University 1988 — 1992
Bachelor's degree, Accounting and Finance
Franklin Templeton Investments July 2008 - Present
Franklin Templeton Investments June 2006 - July 2008
Primerica Financial Services June 2005 - August 2005
Skills
Bloomberg, Excel, PowerPoint, Word, XSP, Xcitek, CCH
Education
University of Minnesota - Carlson School of Management 2002 — 2006
B.S.B, Finance
Stanford University March 2015 - Present
Williams Energy October 2013 - December 2014
Franklin Templeton Investments June 2013 - October 2013
Weatherford January 2013 - June 2013
Murad October 2012 - December 2012
LCEC July 2012 - October 2012
Citrix Systems April 2012 - July 2012
Gracenote (Sony) January 2012 - March 2012
Hudson Advisors, LLC January 2011 - December 2011
HSBC January 2005 - April 2008
Skills
OBIEE, SQL
Education
University of San Francisco
Master of Science (MSc)
University of North Texas 2006 — 2009
Bachelor of Science (BS), Accounting Control Systems
London School of Business and Computing 2000 — 2003
Advanced Diploma, Computer Science
Franklin Templeton Investments January 2006 - Present
Education
University of New Hampshire 2001 — 2005
Bachelor of Arts (B.A.), Economics
Franklin Templeton Investments May 2014 - Present
Franklin Templeton Investments December 2010 - April 2014
Franklin Templeton Investments July 2007 - 2010
Franklin Templeton Investments March 2002 - July 2007
Cytyc Corp 2000 - 2002
Skills
Mutual Funds, Finance, Bloomberg, Financial Reporting, Business Analysis, Financial Analysis, Data Analysis, Equities, Valuation, Asset Management, Hedge Funds, Securities, Portfolio Management, Fixed Income, Financial Services, Financial Modeling, Alternative Investments, Investments, Risk Management, Capital Markets, Derivatives, Analysis, Financial Markets, Corporate Finance, Asset Allocation
Education
University of Miami - School of Business 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Economics
Franklin Templeton Investments Technical ArchitectFranklin Templeton InvestmentsMarch 1982 - Present
Skills
Enterprise Architecture, SDLC
Education
University of Wisconsin-Madison 1970 — 1972
Mathematics
University of Maryland College Park 1969 — 1969
Mathematics