Franklin Templeton Group
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Franklin Templeton Group Employees
G3 Consulting May 2007 - Present
GeoTraq July 2014 - December 2014
U.S. Advisors March 2006 - May 2007
Health Medicine Institute May 2005 - March 2006
Entrepreneurial Pursuits February 2002 - August 2005
Explorer - South America July 2001 - January 2002
PULSARadio Corporation July 2000 - June 2001
Cannell Capital LLC January 1998 - June 2000
E*TRADE Financial May 1996 - August 1997
Franklin Templeton Group March 1991 - May 1996
Skills
Start-ups, Strategy, Venture Capital, Finance, Entrepreneurship, Business Planning, Private Equity, Budgets, Due Diligence, Executive Management, Investments, Business Strategy, Strategic Planning, Management, Corporate Finance, Financial Modeling, Auditing, Financial Analysis, Restructuring, Investor Relations, Managerial Finance, Business Development, Valuation, Forecasting, Investment Banking, Mergers, Acquisition Integration, Analysis, Financial Reporting, Turn Around Management, SEC filings, Asset Management, Mergers & Acquisitions, CRM, Competitive Analysis, Strategic Financial..., Analytics, Small Business, Bookkeeping, Consulting, Equities, Project Management, Office Management, QuickBooks, Vendor Management, Yachting, Microsoft Office, Hedge Funds, Horsepower, Alternative Investments
Education
Santa Clara University 1992 — 1994
MBA, Investments
Auburn University 1986 — 1990
BS, Finance
Grissom High School
High School Diploma, AP Classes
Parenting on the Peninsula Parenting Journal August 2009 - Present
Nomis Solutions December 2013 - June 2014
Dolphin February 2010 - October 2013
Peninsula Library System June 2006 - December 2009
Reach for the Stars February 2001 - November 2007
Franklin Templeton Group 2004 - 2004
Notre Dame de Namur University January 2000 - October 2003
Miller Freeman January 1992 - September 1996
Skills
Microsoft Office, Adobe Photoshop, Wordpress, Dreamweaver, Marketo, Photoshop, Proofreading, Email Marketing, Writing, Press Releases, Editing, Social Media, WordPress, Event Planning, Newsletters, Non-profits, Time Management, Marketing, Management, Research, Project Planning, Public Relations, Magazines, Program Management, Editorial, Content Management, SEO, Mac, Marketing Automation, Facebook, Direct Mail, Digital Marketing, Budgets, Publishing, Nonprofits, Business Process, Online Marketing, Integrated Marketing, Social Networking, Marketing Communications, Marketing Strategy, CMS, Publications, Teamwork, Online Advertising, Layout, Cross-functional Team..., Copy Editing
Education
Saint John's University
MBA, Marketing Management
Queens College
Bachelor of Arts (BA), Education and Anthropology
Rosetta June 2013 - Present
Trilby Parker Consulting June 2012 - Present
Gidget + LaRue January 2013 - Present
Almaden Press March 2013 - June 2013
PureMatter Brand Marketing & Interactive August 2004 - June 2012
Euro RSCG Life August 2000 - January 2004
Lena Chow Advertising October 1999 - 2000
Lena Chow Advertising June 1999 - October 1999
Aquent 1996 - 1998
Franklin Templeton Group 1996 - 1997
Skills
Recruiting, Business Process..., Operations Management, Management, Organizational..., Advertising, Online Traffic, Integrated Marketing, Creative Direction, Online Advertising, Social Media Marketing, Direct Mail, Creative Strategy, Creative Resourcing, Account Management, Digital Strategy, Marketing Strategy, Brand Development, Online Marketing, Direct Marketing, Email Marketing, Facebook, Leadership, Project Management, Strategy, Strategic Planning, Marketing Communications, Digital Marketing, Business Process
Education
Notre Dame de Namur University 1982 — 1986
BFA
Awalt High School
SuperMedia LLC 2003 - Present
SuperMedia LLC April 2004 - Present
TAC Worldwide August 2001 - November 2003
Aegon Equity Group September 2000 - August 2001
Time Warner Cable January 1999 - September 2000
Franklin Templeton Group November 1997 - January 1999
Skills
Security, Data Entry, PPC, SEO, Salesforce.com, Web Analytics, Online Advertising, Web Site Production, Sales, Marketing, Management, Advertising, Technical Support, Customer Service, Social Media, Team Building
Education
ITT Technical Institute 2008 — 2009
None, Internet Security
University of Phoenix 2005 — 2006
None, Computer Science
Columbus State University 1985 — 1987
None, Computer Information Management
Volt Technical Resources June 2008 - January 2009
IBM April 2001 - May 2007
Franklin Templeton Group July 1986 - March 2001
F W Backus Company May 1979 - December 1985
Skills
Networking, Technical Support, Windows XP, Software Installation, Troubleshooting, Routers, Unix, Solaris, Integration, OS X
Education
De Anza College 1980 — 1982
Foothill College 1979 — 1980
Computer Science
Ryder System, Inc. May 2015 - Present
Ryder System, Inc. April 2014 - Present
Ryder System, Inc. April 2012 - April 2014
Ryder System, Inc. July 2010 - April 2012
Franklin Templeton Investments July 2001 - November 2008
Franklin Templeton Group May 1995 - November 2008
Franklin Templeton Investments December 1999 - June 2001
Franklin Templeton Investments October 1998 - November 1999
Franklin Templeton Investments July 1996 - September 1998
Franklin Templeton Investments May 1995 - June 1996
Skills
Business Analysis, Vendor Management, Management, SDLC, Program Management, Leadership, Project Management, Data Warehousing, Requirements Analysis, Process Improvement
Education
California State University-Sacramento 1993 — 1995
BA, Economics, Spanish
Allan Hancock College 1990 — 1992
AA, Liberal Arts
Hartnell Community College 1991 — 1991
Semester in Spain, Advanced Spanish
Lompoc High School
Cacique Inc. March 2015 - Present
Southern California Edison February 2010 - February 2015
Mitsubishi Motors October 2005 - March 2009
Golden State Foods September 2003 - September 2005
Deloitte & Touche, LLP April 1998 - May 2003
Franklin Templeton Group 1997 - 1998
Lotus Development Corporation 1994 - 1997
Skills
Windows Server, Active Directory, Microsoft Exchange, Disaster Recovery, Data Center, ITIL, VMware, Visio, Security, DNS, Unix, Process Improvement, VMware ESX, SAN, System Administration, VPN, Switches, Technical Support, Virtualization, Antivirus, Citrix Metaframe, Server Administration, Troubleshooting, Servers, TSM, DHCP, Networking, NetApp, Group Policy, Cisco Technologies, Red Hat Linux, NetApp Filers, Backup Solutions
Education
Brigham Young University 1984 — 1991
B.S. & M.S., Statistics
Chateau Cupertino July 2010 - Present
La Boheme April 2010 - July 2010
Wente Vineyards May 2004 - December 2009
Cisco Systems October 2007 - June 2008
Delectables December 2005 - May 2006
Franklin Templeton Group September 1998 - September 2003
Franklin Templeton Investments 1998 - 2003
eSignal 1992 - 1998
Data Broadcasting Corporation (eSignal) 1992 - 1998
EDS Group 1996 - 1996
Skills
Bakery, Catering, Culinary Skills, Hospitality, Menu Development, Pastry, Restaurants, Time Management, Marketing, Chef, Banquets, Cooking, Cuisine, Customer Service, Food, Management, Recipes, Hotels
Education
California Culinary Academy 2003 — 2004
Baking and Pastry Certification, Culinary: Pastry
Contraol Data Corp. 1976 — 1977
Programming and Operations Certificate, Computer programming and operations
De Anza College 1975 — 1976
None, Accounting/Computer Sciences
University of California, Berkeley 1974 — 1975
None, Naval Engineering
Piedmont Hills 1970 — 1974
High School Diploma
Franklin Templeton Group August 2007 - Present
Franklin Templeton Group June 2005 - August 2007
Primerica July 2003 - April 2005
Skills
PeopleSoft, SharePoint, Microsoft Excel, Customer Service, Databases, Business Analysis, Payroll, Management, Microsoft Office, HRIS, Office Management, Event Planning, Financial Services, Budgets, Recruiting, Access, Community Service, Vendor Management
Education
Chabot College 1987 — 1989
Granada High 1979 — 1982
Millard Elementary
CBIZ MHM, LLC, Tampa Bay December 2011 - Present
Franklin Templeton Group February 2001 - May 2010
Robert Vivian Training and Development January 2000 - February 2001
Raymond James Financial 1994 - 2001
US Naval Nuclear Power School 1991 - 1994
USS Alabama 1988 - 1991
Skills
Leadership, Employee Benefits, Accounting, Human Resources, CPA, Auditing, Microsoft Excel, Account Reconciliation, Financial Accounting, Fixed Assets, Consulting, Microsoft Office, Tax Preparation, Succession Planning, Financial Reporting, Process Improvement, E-Learning
Education
University of South Florida 2010 — 2011
BS Accounting, Accounting
St. Petersburg Chamber of Commerce 2009 — 2009
Graduate, Leadership St. Pete, 2009
Columbia College 1991 — 1993
BS Business Administration, Management
University of Florida 1980 — 1985
General
Tampa Electric 2007 - Present
PharMerica 2005 - 2007
SeaCrest HealthCare Management 2003 - 2005
Intermedia Communications 1996 - 2003
Fort Sanders Regional Medical Center 1994 - 1996
Franklin Templeton Group 1992 - 1994
North America Philips Consumer Electronics 1989 - 1992
Education
Southeastern University
Master of Business Administration (MBA)
Carson-Newman College
Bachelor of Science, Computer Information Systems
Franklin Templeton Group November 2002 - Present
Federated Investors March 2001 - October 2002
Ernst & Young 1995 - 2001
Skills
Equities, Financial Research, Industrial Sector, Healthcare, Alternative Investments, Valuation, Asset Managment, Bloomberg, Capital Markets, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Management, International Business, Finance
Bond University 1992 — 1995
Bachelor of Laws, Bachelor of Commerce, Business Law
RSInvestments September 2010 - April 2015
First Republic Bank Private Wealth Management 2015 - 2015
First Republic Bank Private Wealth Management 2015 - 2015
First Republic Bank Private Wealth Management 2015 - 2015
Franklin Templeton Group April 2006 - April 2009
First American - Data Tree Corpora August 2002 - September 2003
KW Corporation January 2000 - March 2002
Skills
Financial Modeling, Securities, Equities, Asset Management, Portfolio Management, Alternative Investments, Fixed Income, Capital Markets, Finance, Financial Analysis, Analysis, Mutual Funds, Investments, Investment Management, Client Relations, Client Development, Project Management, Project Planning, Team Management, Project Team Management, Interpersonal Skills, Relationship-builder...
Education
California State University-Sacramento 2002 — 2005
Business Finance/ Economics Minor, Business
University of Sacramento 2002 — 2005
Bachelors, Finance and Economics
cch 2002 — 2005
Finance, General
City University of New York-John Jay College of Criminal Justice 1999 — 2001
General Education, Legal Studies, General, 2 years of
BlackRock January 2013 - Present
Consulting Company LLC November 2007 - January 2013
Franklin Templeton Group February 2007 - October 2007
Caritor India Pvt Ltd November 2004 - December 2006
MEDICOM Solutions August 2003 - October 2004
Skills
Java Enterprise Edition, Spring, Agile Methodologies, SOA, Java, Hibernate, JSP, Perl Script, SYBASE, PL/SQL, Struts, EJB, JMS, Sybase, JDBC, Weblogic, Perl, WebLogic, Spring Framework
Education
Madurai Kamaraj University 2000 — 2003
MCA, Master of Computer Applications
ConocoPhillips May 2012 - Present
Computer Sciences Corporation January 2010 - May 2012
EmblemHealth November 2002 - May 2010
GXS August 2000 - September 2002
Franklin Templeton Group July 1999 - July 2000
Zurn Industries, LLC August 1994 - July 1999
Technology Applications and Service Company November 1993 - August 1994
United Technologies November 1983 - November 1993
Skills
Unix, EDI, Databases, Perl, SQL, Visual Basic, Software Documentation, Integration, Business Process, X12, HIPAA, Systems Analysis, Testing, FTP, Unix Shell Scripting, PowerPoint, Microsoft Office, Java, Programming, Access, C, Bash, Visio, Instructional Design, Professional Mentoring, C++, SDLC, Oracle, EDIFACT, AIX, Ksh, Awk, Homeschooling, SCORM, ADDIE, E-Learning, XML, E-commerce, Program Management, COBOL, Database Design, SharePoint, Pervasive, E-learning Development, R
Education
New York Institute of Technology 1987 — 1989
MS, Instructional Technology
Farmingdale State College 1991 — 1993
Certificate, Data Processing
New York Institute of Technology 1985 — 1987
BS, General Studies
Grumman Data Systems Institute 1984 — 1984
Diploma, Electronic Technology
Bill.com September 2013 - Present
Nimble Storage August 2012 - September 2013
Cogenra Solar October 2010 - August 2012
Dealix Corporation March 2009 - October 2010
Dealix Corporation December 2006 - March 2009
Franklin Templeton Group September 2005 - December 2006
Equs Group May 2004 - September 2005
Skills
Email Marketing, Event Management, Blogging, Content Creation, Volunteer Management, Program Management, Marketing Strategy, Market Research, Competitive Analysis, Segmentation, Writing, Marketing Communications, Event Planning, Marketing Research, Newsletters, Public Speaking, Lead Generation, Vendor Relations, Customer Relations, Salesforce.com, PowerPoint, B2B, Press Releases, Editing, Customer Acquisition, Media Relations, Excel, Corporate Communications, Research, Demand Generation, Microsoft Excel, Customer Service, Sales, Public Relations, Management, Social Media, Multi-channel Marketing
Education
Santa Clara University 2006 — 2009
MBA, Management and Marketing
Santa Clara University 1999 — 2003
BS, Political Science / Anthropology
WellCare February 2013 - Present
WellCare May 2009 - February 2013
Elavon, Inc. (a subsidiary of US Bank, N.A.) March 2008 - May 2009
Fidelity Information Services October 1999 - February 2008
Franklin Templeton Group October 1997 - October 1999
All Children's Hospital March 1995 - July 1997
United States Air Force May 1992 - October 1994
University of Maryland University College (Asian Division) 1990 - 1992
Skills
Process Improvement, Financial Analysis, Analysis, Finance, Management, Sarbanes-Oxley Act
Education
University of Maryland University College 1990 — 1992
B.S., Computer Studies
Arellano University 1980 — 1984
B.S., Accounting
Florida Metropolitan University
MBA, International Business
Holy Trinity Academy (Girl's Department)
Comerica Bank March 2015 - Present
Portfolio Solutions, LLC September 2012 - October 2014
Freedom One Investment Advisors July 2011 - September 2012
JPMorgan November 2009 - July 2011
CIG Corp. June 2006 - November 2009
Franklin Templeton Group 2005 - 2006
Skills
Mutual Funds, Asset Allocation, Investments, Financial Modeling, Portfolio Management, Bloomberg Terminal, Securities, Finance, Asset Management, Investment Management, Retirement Planning, Investment Strategies, Equities, ETFs, Morningstar, Wealth Management, Trading, Investment Advisory, Capital Markets, Valuation, Risk Management, Equity Research, Financial Planning, Microsoft Office Suite, Financial Analysis, Financial Services, Bonds, Financial Advisory, Albridge Solutions..., Analysis, Due Diligence, Fixed Income, Alternative Investments, Private Equity, Options, Financial Risk, Bloomberg, Hedge Funds
Education
Oakland University 1999 — 2003
Bachelor of Science (B.S.), Management Information Systems, General Business, 3.23; Departmental Honors.
CFA Institute
Investments and Securities, Passed Level I of the Chartered Financial Analyst Examination
College for Financial Planning 2014 — 2015
Chartered Retirement Planning Counselor, Financial Planning and Services, TBD
Private Contractor July 2011 - Present
NASCAR January 2009 - July 2011
Catalina Marketing Corporation March 2005 - February 2009
MetLife January 2004 - March 2005
Franklin Templeton Group March 2001 - April 2003
AEGON February 2000 - March 2001
Citibank December 1996 - April 2000
CITIBANK January 1996 - January 2000
Travelers Insurance Company January 1998 - January 1999
Citibank January 1996 - January 1997
Skills
Forecasting, Financial Analysis, Accounting, Sarbanes-Oxley Act, Financial Modeling, Financial Reporting, General Ledger, Banking, Account Reconciliation, Analysis, Finance, Treasury Management, Trend Analysis, Investments, Investigation, Automotive, Auto Racing, Green Technology, Business Planning, Management, Payroll
Education
University of Miami 2006 — 2006
Certificate, Paralegal
Saint Leo University 1991 — 1994
BA, Finance/Economics
John Hopkins University
St. Leo University
B.A, Finance/Economics
University of Miami
Informa Investment Services February 2006 - Present
CheckFree Investment Services September 2000 - February 2006
H&R Block January 2001 - January 2003
Morgan Stanley Smith Barney October 1999 - August 2000
Financial Service Corporation September 1996 - September 1999
Franklin Templeton Group August 1992 - September 1995
Skills
Investments, Mutual Funds, Management, Analysis, Portfolio Management
Education
NYU 2009 — 2009
Certificate, Financial Planning Program
Hampton University 1988 — 1992
Finance, Finance and Economics
New York University
Family Room Community Acupuncture March 2011 - Present
East-West Integrative Medicine May 2010 - July 2011
Franklin Templeton Group April 2008 - December 2010
Pou Ji Tang January 2008 - December 2010
Rose Glavin Acupuncture December 2008 - July 2009
Auricular Clinic at ACTCM January 2008 - June 2008
Restore 2008 - 2008
American College of Traditional Chinese Medicine May 2007 - December 2007
American College of Traditional Chinese Medicine January 2006 - December 2007
Jewish Home for the Aged May 2007 - August 2007
Skills
Headaches, Shiatsu, Infertility, Acupuncture, Chinese Herbal Medicine
Education
American College of Traditional Chinese Medicine 2004 — 2007
Master of Science (M.S.)
Mercy High School
University of Michigan
B.A., History of Art and English
ElDoradoGuide.com March 2010 - Present
The Brewmeister March 2005 - Present
Lyon Real Estate January 2008 - December 2011
Oracle USA 2002 - 2005
Pegasystems 1996 - 1999
Franklin Templeton Group 1992 - 1997
Synergex 1995 - 1996
Skills
Real Estate, Customer Service, Selling, Purchase, Retail, Brewing
Education
American Brewer's Guild 2003 — 2003
California State University-Chico 1988 — 1992
Bachelor of Science (BS), Accounting and Finance
Infinera October 2012 - Present
Infinera March 2010 - September 2012
Trend Micro March 2009 - February 2010
Yahoo! July 2008 - February 2009
Yahoo! May 2008 - July 2008
Apple Inc. October 2007 - May 2008
Symantec July 2006 - October 2007
Symantec January 2005 - July 2006
Oracle 1999 - 2004
Franklin Templeton Group September 1993 - January 1999
Skills
Talent Management, Employee Benefits, Employee Relations, HRIS, Deferred Compensation, Organizational..., Human Resources, Onboarding, Employee Engagement, Personnel Management, Succession Planning, Talent Acquisition, Quality Assurance, Applicant Tracking..., Temporary Placement, Recruiting, Global Compensation, Workday, Time Management, HR Policies, College Recruiting, Workforce Planning, Performance Management, Program Management
Education
San Jose State University
Marketing
Laureate Education June 2014 - Present
Laureate Education October 2011 - Present
Fannie Mae October 2010 - September 2011
WR Grace August 2004 - September 2010
Solo Cup Company 2001 - August 2004
Franklin Templeton Group 1997 - 1999
Morgan Stanley Dean Witter 1995 - 1996
Skills
Treasury Management, Cash Management, Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, Treasury, Financial Reporting, Finance, Investments, Internal Controls, Forecasting, Accounting, Corporate Finance, Business Analysis, Process Improvement, Cash Flow Forecasting, Treasury Services, Cash Flow, US GAAP, Cost Accounting, Strategic Financial..., Auditing, Internal Audit, Consolidation, SAP
Education
University of Baltimore 1991 — 1993
MBA
Loyola University Maryland 1985 — 1989
Marketing
Apple Inc. November 2010 - Present
HSBC Bank USA, North America 2008 - 2009
Walmart.com September 2008 - October 2008
Google 2005 - 2007
CSAA 2006 - 2006
Shopping.com 2004 - 2005
WebGain 2000 - 2002
Flesher & Associates, Inc. 1998 - 2000
Franklin Templeton Group 1997 - 1998
Skills
Applicant Tracking...
Education
Notre Dame de Namur University
BA
Modis August 2013 - Present
AgreeYa Solutions October 2008 - August 2013
G-Tech Professional Staffing December 2007 - October 2008
CFM Equipment Distributors October 2006 - December 2007
E*TRADE Financial 1998 - 2004
Franklin Templeton Group 1992 - 1998
Skills
Technical Recruiting, Recruiting, Applicant Tracking..., Talent Acquisition, Vendor Management, Sourcing, Internet Recruiting, Contract Recruitment, Screening, Benefits Negotiation, Account Management, Cold Calling, Employee Relations, College Recruiting, Staffing Services, Consulting, Temporary Staffing, Networking, Business Development, Temporary Placement, AML, Sales, Executive Search, Staff Augmentation, Outsourcing, Interviews, Onboarding, CRM, PeopleSoft, Personnel Management, Financial Services, Screening Resumes, Background Checks, Management, Talent Management, Team Management, SDLC, Employee Engagement, Human Resources, KYC, Strategy, IT Recruitment, Information Technology, Employee Benefits, Sales Management, HRIS, Permanent Placement, Team Building
Education
Cañada College 1988 — 1990
aa, General
JPMorgan Chase April 2012 - Present
SIFMA - Corporate Actions Section January 2013 - February 2015
SIFMA - Customer Account Transfer Division April 2010 - April 2012
TD Ameritrade March 2011 - December 2011
TD Ameritrade May 2009 - March 2011
ETRADE Financial October 2008 - April 2009
E*TRADE FINANCIAL 1999 - 2008
Franklin Templeton Group 1998 - 1999
Wells Fargo 1996 - 1998
Bank of America 1993 - 1996
Skills
Project Management, Process Reengineering, Site Start-ups, Operations Management, Management Consulting, Conversions, Change Leadership, Strategic Leadership, Leadership Development, Cross-functional Team..., Team Leadership, Lean Initiatives, Launch Of New Products, Cashiering, Retirement Services, Account Reconciliation, Business Relationship..., Brokerage, Banking, Client Engagement, Series 6, Series 7, Series 63, Series 24, Series 4, BETA, ADP- BPS, ADP- Broadridge, Offshoring, Outsourcing, Clearing, Strategy, Securities, FINRA, Mutual Funds, Retirement, Management, Risk Management, Financial Markets, Change Management, Business Process..., Leadership, Equities, Data Conversion, Back Office, Financial Services
Education
The University of Dallas 2010 — 2013
MBA, 3.9 GPA
California State University-Sacramento 1995 — 2002
BS, Criminal Justice
Jackson Square Partners, LLC May 2014 - Present
Delaware Investments-Focus Growth Team March 2005 - April 2014
Transamerica Investment Management September 2000 - April 2005
Franklin Templeton Group September 1994 - July 2000
Skills
Asset Managment, Equity Research, Portfolio Management, Small Mid Cap Growth..., Agency Theory &..., Human Capital Assessment, Valuation Analysis, Equity Risk Premium
Education
UCLA Anderson School of Management 1992 — 1994
MBA, Finance & Entertainment
Colgate University 1984 — 1988
Bachelor of Arts (BA), Economics
State of California Department of Consumer Affairs Professional Fiduciaries Bureau July 2013 - Present
Ansel Fiduciary Services July 2012 - July 2013
Lisa J. Berg and Associates January 2012 - June 2012
JWarner Group May 2008 - March 2012
Creative Computer Services September 2010 - September 2011
Agilent Technologies March 2001 - September 2002
Agilent Technologies October 1999 - March 2001
Northern Trust Bank May 1996 - October 1999
Northern Trust Bank January 1994 - May 1996
Franklin Templeton Group January 1993 - January 1994
Skills
Financial Services, Client Services, Account Management, Build Strong..., Communication Skills, Trusted Advisor, Analytical Skills, Goal Oriented, Flexibility, Team-oriented, Microsoft Office, Customer Satisfaction, Banking, High Organizational..., Strategy
Education
University of Miami - School of Business 1996 — 1998
Master of Business Administration (M.B.A.)
University of California, Davis 1987 — 1991
Bachelor of Arts, Organizational Studies
California State University-Fullerton 2011 — 2012
Certificate in Professional Fiduciary Management, Trustee Program and Conservatorship Program
Young Living Essential Oils September 2015 - Present
Young Living Essential Oils August 2015 - Present
Maverik, Inc. March 2014 - August 2015
UHEAA / Board of Regents April 2013 - March 2014
JC Penney January 2011 - September 2012
England Logistics June 2010 - January 2011
OptumHealth August 2008 - November 2009
Franklin Templeton Group February 2006 - May 2008
Key Bank March 2005 - February 2006
Cyprus Credit Union April 2003 - December 2004
Skills
Spanish, Consumer Lending, Management, Business Development, Sales, Credit, Customer Service, Collection Development, Collections, Recruiting, Call Center Management, Medical Recruiting, Marketing, Marketing Strategy, New Business Development, Collection Management, Loans, Call Center, Credit Analysis, Team Leadership, Training, Banking, Relationship Management, Credit Cards, Coaching, Process Improvement, Team Building, Finance, Call Centers, Operations Management, Budgets, Negotiation, Customer Satisfaction, Sales Management, Leadership, Strategic Planning, Portfolio Management, Financial Risk
Education
University of Phoenix 2000 — 2003
Bachelor, B.S., Business Management
Salt Lake Community College
Palace Hotel, A Luxury Collection Property August 2014 - Present
Boulevard Restaurant February 2012 - September 2014
Meals On Wheels of San Francisco, Inc. February 2013 - April 2013
Le Colonial May 2011 - March 2012
Ninja's Events December 1998 - February 2012
Ploom November 2010 - November 2011
Franklin Templeton Group July 2004 - March 2009
Charles Schwab July 2000 - March 2004
Planned Parenthood Federation of America 1997 - 2000
Skills
Hospitality, Event Planning, Customer Service, High Level Of..., Executive Level..., Management, Analysis, Marketing, Human Resources, Microsoft Excel, Budgets, Sales, Time Management, Leadership, Event Management, Food, Hospitality Industry, Hospitality Management
Education
City College of San Francisco
Associate of Science (A.S.), Hotel Management
San Francisco State University, College of Extended Learning
Certificate of Completion, Meeting and Event Planning
City College of San Francisco
Associate of Science (A.S.), General Business
San Jose State University 1996 — 1997
Business
Bill Bunch Chevrolet February 2014 - Present
CHRISTUS Health July 2010 - October 2013
Pacific Capital Bancorp February 2009 - February 2010
Franklin Templeton Group July 1998 - February 2009
Skills
Sarbanes-Oxley Act, Internal Audit, Accounting, Financial Reporting, General Ledger, Auditing, Internal Controls, Financial Accounting, Account Reconciliation, Business Process, GAAP, Accounts Payable, Financial Analysis, QuickBooks, Financial Statements, Variance Analysis, Accounts Receivable, Fixed Assets, Tax, Accruals, Journal Entries
Education
Minot State University 1995 — 1998
BS, Accounting
University of Central Missouri 1994 — 1995
General Studies
FTT Software AnalystFranklin Templeton Investments2004 - Present
BNP Paribas Securities Services 2010 - 2010
BNP Paribas Securities Services 2010 - 2010
Franklin Templeton Group 2006 - 2009
Franklin Templeton International Services 2004 - 2009
Tata Consultancy Services 2003 - 2004
Tulec Computer Education 1997 - 1999
Education
Madras Christian College 1996 — 1999
BSC, MATHS
Kaiser Permanente 2006 - Present
Kaiser Permanente 2003 - 2006
McKesson 1993 - 2003
Franklin Templeton Group 1985 - 1989
Skills
Healthcare, Program Management, Community Development, Public Speaking, Fundraising, Social Media, Editing, Grants, Cross-functional Team..., Research, Non-profits, Nonprofits, Process Improvement, Strategic Communications, Operations Management, Leadership, Community Outreach, Event Management, Public Relations, Hospitals, Strategic Partnerships, Event Planning, Strategy, Project Management
Education
Georgia State University 1990 — 1993
MS, Educational Psy
Spelman College 1981 — 1985
BS, Mathematics
Westmoor High 1977 — 1981
Symantec April 2001 - Present
Veritas April 2000 - July 2005
Logictier 2000 - 2001
Franklin Templeton Group 1995 - 1999
Skills
Enterprise Software, M&A experience, Channel, Cloud Computing, Program Management, Appliances, Licensing Negotiations, Channel Partners, Mergers, Go-to-market Strategy, Partner Management, Cross-functional..., Licensing, SaaS, Resellers, Management, Due Diligence, Software Industry, Software, Legal Writing, Business Process..., Strategic Partnerships, Strategy, Start-ups, Software Licensing, Privacy Law, Managed Services, Mergers
Education
University of California, Hastings College of the Law 1990 — 1993
JD, Law
Stanford University 1984 — 1988
BA, English
Castilleja School (Palo Alto) 1980 — 1984
High School, College Prep
International Monetary Fund July 2014 - Present
International Monetary Fund April 2009 - June 2014
Franklin Templeton Group August 2008 - April 2009
Drexel University September 2003 - August 2008
Education
Michigan State University 1998 — 2003
PhD, Economics
1994 — 1998
BSc, Economics
Liceul Grigore Moisil 1990 — 1994
Quantum Capital Management March 2013 - Present
Tano Capital February 2010 - March 2013
Sterling Johnston Capital Managment December 1999 - September 2009
Franklin Templeton Group July 1996 - December 1999
Morgan Stanley July 1991 - July 1994
Skills
Equities, Hedge Funds, Portfolio Management, Investments, Corporate Finance, Finance, Fixed Income, Strategy, Mergers & Acquisitions, Mutual Funds, Financial Services, Private Equity, Venture Capital, Alternative Investments, Equity Research, Securities, Investment Banking, Financial Modeling, Capital Markets, Valuation, Structured Finance, Asset Management, Commodity, Derivatives, Institutional..., Financial Markets, Investment Strategies, Due Diligence, Equity Valuation, Investment Advisory, Corporate Development, Bloomberg, Emerging Markets, Investment Management, Asset Allocation, Commodities, Asset Managment, Mergers
Education
Harvard Business School 1994 — 1996
MBA, General Management
University of California, Berkeley 1986 — 1991
Bachelor of Arts, Economics & Oriental Languages
Franklin Templeton Investments August 2014 - Present
Franklin Templeton Investments December 2011 - July 2014
Franklin Templeton Investments October 2009 - November 2011
Franklin Templeton Group May 2006 - October 2009
Pershing September 2003 - August 2005
Pershing December 1999 - August 2003
Skills
Business Analysis, Requirements Gathering, PeopleSoft, Business Requirements, Change Management, Visio, User Acceptance Testing, MS Project, Requirements Analysis, Process Improvement, Project Planning, Project Implementation, Project Execution, Certified Project..., PMP, Team Leadership, Global Operations, Vendor Management, Project Portfolio..., PMO, SharePoint, Project Delivery, Software Project..., Project Management, SDLC, Risk Management, Testing, Business Process...
Education
Lancaster University 1996 — 1999
BA (Hons), Sociology
St Bedes
UAT Inc. 2012 - Present
Butler And Tink Ventures, LLC May 2010 - Present
Signature Capital Advisers, LLC February 2011 - November 2011
Signature Group Holdings, Inc. (SGGH.PK) February 2011 - November 2011
UNX LLC 2007 - 2010
Countrywide Financial 2005 - 2007
Western Asset Management 2004 - 2005
Jackson National Life 2001 - 2004
LPL Financial 1996 - 2001
Franklin Templeton Group 1993 - 1996
Skills
Strategy, Process Improvement, Mergers, Management Consulting, Due Diligence, Strategic Planning, Corporate Finance, Financial Reporting, Private Equity, Mergers & Acquisitions, Business Strategy, Financial Modeling, Budgets, Capital Raising, Investments, Investor Relations, Finance, Analysis, Cash Management, Asset Management, Leadership, Financial Analysis, Strategic Financial..., Human Resources, Accounting, Sarbanes-Oxley Act, Management
Education
Golden Gate University 1994 — 1995
MBA
Golden Gate University 1984 — 1986
BS
The World Bank April 2014 - Present
American Red Cross March 2009 - December 2013
Transcendent Group October 2003 - March 2009
Franklin Templeton Group 2000 - 2003
Kforce Inc. 1999 - 2000
TechSoft Systems 1997 - 1999
IRI 1995 - 1997
Data Processing Sciences 1994 - 1995
Skills
Disaster Recovery, Business Continuity, Business Continuity..., Program Management, Risk Management, Infrastructure, Information Technology, IT Management, Strategy, Leadership, Risk Assessment, Enterprise Architecture, COBIT, IT Strategy, Consulting, Information Security, Project Management, ITIL Certified, Business Process..., Process Improvement, International Relations, International Business, International Project...
Education
Thunderbird School of Global Management 1991 — 1992
MBA, Finance
Asbury University 1989 — 1990
BA, Math
Uppsala University 1986 — 1989
Engineering & Economics
Märsta Gymnasiet
Rotebro Skolan
JW Cole Financial, Inc. December 2013 - Present
Transamerica Financial Advisors, Inc. June 2010 - September 2013
Dreyfus Investments June 2008 - May 2010
Franklin Templeton Group January 2006 - June 2008
Franklin Templeton Group June 2000 - January 2006
Franklin Templeton Group December 1997 - May 2000
Skills
Business Acquisition, Succession Planning, Marketing Communications, Business Development, Public Speaking, Leadership, Coaching, Sales Management, Investments, Financial Advisory, Marketing, Retirement Planning, Portfolio Management, Finance, Strategic Financial..., Wealth Management, Investment Advisory
Education
St. Petersburg College 1992 — 1996
Microsoft October 2012 - Present
Microsoft March 2010 - October 2012
Corporate Executive Board August 2009 - March 2010
Oracle August 2005 - August 2009
Microsoft March 2001 - August 2005
Quovera 1999 - 2001
Oracle 1996 - 1999
Franklin Templeton Group 1993 - 1996
Skills
Account Management, Enterprise Software, Solution Selling, Cloud Computing, Professional Services, Business Alliances, Go-to-market Strategy, Sales Enablement, Strategic Partnerships, Sales Process, Demand Generation, Direct Sales, Lead Generation, Product Management, Business Intelligence, New Business Development, Channel, Business Development, Sales Management, Management, Marketing, Sales, Consulting
Education
Lehigh University 1988 — 1992
BA, Double Major- International Relations and Government
Semester at Sea University Pittsburgh 1990 — 1990
International Studies- Fall 90
Montclair Kimberly Academy 1984 — 1988
San Francisco State University September 2014 - Present
Xamarin July 2015 - August 2015
Global Fund for Women December 2014 - March 2015
Reading Partners February 2014 - April 2014
SuccessFactors April 2013 - January 2014
San Francisco State University 2014 - 2014
Trulia January 2013 - March 2013
Cisco Systems October 2007 - January 2009
Franklin Templeton Group June 2006 - September 2007
WiLine Networks October 2004 - March 2007
Skills
Business Analysis, Data Analysis, Visio, Project Management, Business Development, Business Process..., Microsoft Office, Process Improvement, Business Process, Strategic Planning, Microsoft Excel, Management, Financial Modeling, Analysis, Leadership, Software Documentation, Budgets, Business Strategy, Russian, Social Networking, SharePoint, Financial Reporting, Finance, Business Intelligence, Access, Analytics
Education
San Francisco State University 2014 — 2016
Master's Degree, International Relations and Affairs
College of San Mateo 2007 — 2007
City College of San Francisco 2005 — 2006
OpNet Community Ventures 2005 — 2005
Web Development Certificate Awarded; October 2005, Web development
Tomsk State University 1998 — 2002
Bachelor of Arts (BA), International Relations and Affairs
Tomsk State University 1997 — 2002
BA, International Relations
Career Collaborations February 2008 - Present
Merrill Lynch October 2000 - July 2006
QuadraMed September 1999 - October 2000
Franklin Templeton Group April 1998 - June 1999
St. Peter's Adult Learning Center August 1994 - August 1995
Skills
Resume Writing, Interviews, Personal Branding, Job Search, Job Search Strategies, Career Management, Coaching, Career Development, Cover Letters, Interview Preparation, Hedge Funds, Mutual Funds, Equities, Series 7, Alternative Investments, Securities, Resume, Derivatives, Asset Allocation, Investment Strategies, Strategic Planning, Marketing, Business Development, Leadership, Mentoring
Education
University of Notre Dame 1990 — 1994
BA, Psychology
Boston University - School of Management 1995 — 1997
MBA
Wells Fargo Private Bank 2004 - Present
Separate Account Solutions, Inc. 2000 - 2004
Franklin Templeton Group 1997 - 2000
Credit Suisse First Boston 1988 - 1996
Skills
Portfolio Management, Trading, Leadership, Wealth Management, Investments, Asset Allocation, Asset Management, Alternative Investments, Equities, Fixed Income, Mutual Funds, Investment Advisory, Investment Strategies, Hedge Funds, Strategic Financial...
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.), International Finance
St. Olaf College
Bachelor’s Degree, Economics
Waseda University
International Division (Kokusaibu), Economics and Japanese
NetApp April 2011 - Present
California Employment Development Department 2009 - April 2011
Bank of America 2006 - 2008
AT&T 1996 - 2006
Franklin Templeton Group 1992 - 1996
Skills
Telecommunications, Process Improvement, Managed Services, CRM, Outsourcing, VoIP, Vendor Management, Governance, Product Management, ITIL, Data Center, Storage Area Networks, NetApp, SAN, High Availability, Enterprise Storage, NAS, Sla, Incident Management, Troubleshooting, Team Management, Business Process..., Customer Engagement, SLA, Virtualization
Education
California State University-Hayward - School of Business and Economics 1987 — 1990
Autodesk August 2010 - Present
Autodesk October 2013 - December 2014
First Republic Bank March 2008 - August 2010
Organic March 1998 - December 2001
Organic March 1998 - December 2001
Robertson Stephens Investment Management June 1997 - March 1998
Robertson Stephens Investment Management June 1997 - March 1998
Franklin Templeton Group July 1995 - June 1997
Franklin Templeton Group July 1995 - June 1997
Franklin Templeton Group July 1995 - June 1997
Skills
•Product management..., •Knowledge of and..., •Practiced..., •Demonstrated success..., •Demonstrated success..., •Exceptional..., •Experience with..., •Excellent..., •Advanced spreadsheet..., •Analytical skills and..., •Self-starter and..., •Thrive in working in...
Education
University of California, Berkeley
Bachelor of Arts
Dominican University of California
Master of Business Administration (M.B.A.), Sustainable Enterprise
Blue Shield of California February 2014 - Present
Blue Shield of California January 2011 - Present
Blue Shield of California April 2005 - January 2011
E*TRADE Financial August 1999 - May 2005
Franklin Templeton Group 1995 - 1999
Skills
Strategic Planning, Change Management, Program Management, Strategic Partnerships, Accountable Care..., Project Portfolio..., Resource Management, PCMH Strategy, Process Improvement, Vendor Management, SDLC, Cross-functional Team..., Business Analysis, PMO, Business Process, Business Process..., Project Management, IT Strategy, Accountable Care, Healthcare, Leadership, Management, Strategy
Education
California State University-Sacramento
Bachelor's of Science, Business Administration, Finance
Boomtrain October 2014 - Present
Midnight Nasties April 2013 - Present
Basho Technologies, Inc 2012 - 2014
Engine Yard 2011 - 2012
Nominum 2010 - 2011
Independent Consultancy 2008 - 2010
Santa Clara School of Law 2005 - 2008
Juniper Networks 1999 - 2004
Franklin Templeton Group 1996 - 1999
Skills
Virtualization, PHP, Cloud Computing, Python, SaaS, Solution Selling, Channel, Go-to-market Strategy, PaaS, Open Source, Selling, Ruby on Rails, Enterprise Software, Sales Operations, Linux, Strategy, Perl, Professional Services, Salesforce.com, Management, Business Alliances, Sales
Education
Santa Clara University School of Law 2005 — 2008
JD, Law
University of Oxford 2006 — 2006
Summer Program, European Community Law
Santa Clara University 1992 — 1996
BSC, Finance
OppenheimerFunds February 2001 - Present
Franklin Templeton Group March 1998 - February 2001
Nicholas Applegate Capital Management 1996 - 1998
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, 401k, Alternative Investments, Separately Managed..., Investment Strategies, Securities, Portfolio Management, ETFs, Series 65, Series 24, Investment Advisory
Education
University of Minnesota - Carlson School of Management 1990 — 1992
Master of Business Administration (M.B.A.), Marketing
Gustavus Adolphus College 1983 — 1987
B.A., Business
Gravity Investments & Gravity Capital Partners September 2015 - Present
Wealth Management and Trust Company June 2011 - 2015
MSY, LLC. June 1998 - 2011
Franklin Templeton Investments January 1985 - July 2004
Franklin Templeton Group 1985 - 2004
Skills
Mutual Funds, Retirement Planning, Business Planning, Banking, Fixed Annuities, Strategic Planning, Business Development, Pensions, Wealth Management, Investments, Series 7, Asset Management, Management, Series 63, Leadership, Hedge Funds
Education
Clarkson University 1977 — 1981
BS
University of Pittsburgh
AIFA
PICS Auditing, LLC March 2014 - Present
Paychex October 2005 - March 2014
Paychex May 2006 - May 2007
Paychex October 2005 - April 2006
Citigroup November 2001 - October 2005
Franklin Templeton Group April 2000 - November 2001
Wells Fargo Investments May 1996 - April 2000
Skills
Talent Acquisition, Sales Coach, Public Speaking, B2B Marketing, Strategic Partnerships, Human Capital Management, Building Brand Awareness, Channel Strategy, Sales Management, Salesforce.com, P&L Responsibility, Sales, Personnel Management, Marketing, Lead Generation, Account Management, B2B, Payroll, Selling, Marketing Strategy, Sales Process, New Business Development, Solution Selling, Strategy, Sales Presentations, Training, Cold Calling, Business Development, Management, Enterprise Software, Sales Operations, Direct Sales, P&L Management, Team Leadership, Human Resources, SaaS, Customer Retention, Outsourcing, Time Management, Recruiting, Hiring, CRM, Employee Benefits, Selling Skills, Building Relationships, Time & Attendance, PEO, Leadership, HRIS, Coaching
Education
El Camino High School
Palomar College
Putnam Investments March 2015 - Present
Putnam Investments 2012 - Present
MIT 2009 - 2011
Barclays Capital September 2008 - May 2009
Lehman Brothers July 2007 - September 2008
Lehman Brothers 2006 - 2006
Franklin Templeton Group 2005 - 2005
Merrill Lynch 2004 - 2004
Skills
Bloomberg, Fixed Income, Capital Markets, Derivatives, Quantitative Analytics, Trading, VBA, Microsoft Excel, Swaps, CMBS, SQL, Access, Matlab
Education
Massachusetts Institute of Technology 2009 — 2011
SM, Mechanical Engineering
Vassar College 2003 — 2007
BA, Mathematics, Economics
University of Oxford 2005 — 2006
Visiting Student, Mathematics and Economics
Moise Nicoara National College 1999 — 2003
Baccalaureate, Math, Physics
Franklin Templeton Group Business AnalystFranklin Templeton InvestmentsFebruary 2009 - Present
Franklin Templeton Investments February 2009 - Present
Franklin Templeton Investments 2006 - 2007
Education
Illinois State University 1998 — 2002
BS, Marketing
Blue Shield of California February 2015 - Present
LKR Associates November 2008 - Present
Vision Service Plan (VSP) September 2011 - January 2015
CalPERS May 2009 - September 2011
Franklin Templeton Group October 1992 - November 2008
Skills
Organizational..., Employee Relations, Workforce Planning, Talent Management, Compensation & Benefit, Change Management, Strategic Planning, Leadership Development, Coaching, Assessment Methodologies, Business Acumen, Executive Facilitation, Global Perspective, Organizational Design, Team Effectiveness, Performance Management, Human Resources, Management, Training, Leadership, Organizational..., Program Management, Project Management, Strategy
Education
Golden Gate University
MBA, Finance
University of California, Davis
BA, English, Rhetoric & Communications
Tano Capital April 2008 - Present
Franklin Templeton Investments July 2005 - December 2007
Gateway Container Corporation January 1997 - December 2004
GE Capital March 1990 - December 1996
Franklin Templeton Group January 1983 - February 1990
Education
Southwestern Law School 1982 — 1983
Colgate University 1976 — 1980
BA, English / History
Colgate University 1976 — 1980
Colgate University 1976 — 1980
UCSF June 2007 - Present
Aligo February 2006 - December 2006
BMC Software December 1999 - April 2005
Franklin Templeton Group December 1997 - December 1999
Lockheed Martin 1996 - 1997
Charles Schwab 1991 - 1995
Bank of America 1989 - 1991
McGraw-Hill 1984 - 1987
Education
San Francisco State University 1984 — 1987
BS
City College of San Francisco 1981 — 1984
AA
Raymond James Financial Inc. April 2012 - Present
Raymond James Financial Inc. August 2011 - April 2012
Prometheus Partners/Southeast QSR, LLC 2010 - 2011
CCS Medical 2003 - 2010
Franklin Templeton Group 2000 - 2003
Warnaco 1998 - 2000
Kemper Bakery Systems / WP Bakery Group 1994 - 1998
Skills
Event Planning, Management, Concur, Lotus Notes, Customer Service, Online Research, Executive Management, Purchasing, Outlook, Mergers & Acquisitions, Human Resources, Microsoft Office, Visio, Spreadsheets, Time Management, Calendars, Project Planning, Process Scheduler
Education
St. Petersburg College
A.S. Degree, Hospitality/Business Management
Cox Communications December 2012 - August 2013
KPMG US September 2011 - September 2012
Asset Recovery Center Investment, LLC December 2010 - March 2011
Benefits Outsource, Inc October 2009 - April 2010
Bayview Financial October 2004 - July 2008
Florida Atlantic University September 2004 - October 2006
Bayview Financial Exchange Services February 2004 - September 2004
Infomatrix, Inc. September 1997 - October 2003
Franklin Templeton Group 1997 - 2000
Skills
MS Office, Visio, SQL, LotusScript, Toad, MS Project, Minitab, IaaS, PaaS, SaaS, Call Center, VB, XML, Microsoft SQL Server, SOA, ITIL v3 Foundations..., Six Sigma, JavaScript, Process Improvement, Vendor Management, IT Strategy, IT Management, IT Service Delivery, Agile Methodologies, Visual Basic, CRM, Business Intelligence, Networking, Call Centers, SDLC, Microsoft Office, Data Center, Cloud Computing
Education
New York University - Polytechnic School of Engineering 1991 — 1994
MS, Operations Research
City University of New York City College 1984 — 1987
BS, Computer Science
Franklin Templeton Group December 2005 - Present
Franklin Templeton Investments August 2000 - Present
Franklin Templeton Investments 2000 - 2010
Skills
Series 7, Series 6, Series 63, Mutual Funds, Sales Management, Coaching, Recruitment/Retention, Staff Management, Call Center, Team Building, Performance Management, Asset Allocation, Business Analysis, Call Centers, FINRA, Finance, Financial Services, Sales, Investments, Asset Management, Portfolio Management, Equities, Customer Service, Relationship Management
Education
California State University-Chico 1995 — 1999
BA, Music
other
BTIG January 2012 - Present
The Conifer Group, LLC May 2011 - December 2011
Bank of America March 1999 - March 2011
Franklin Templeton Group October 1997 - February 1999
Skills
Financial Analysis, Securities, Accounting, Equities, Fixed Income, Series 7, Capital Markets, Bloomberg, Financial Services, Finance, Asset Management, Portfolio Management, Valuation, Alternative Investments, Hedge Funds, Financial Modeling, Investments
Education
California State University-Hayward - School of Business and Economics
BS, MBA, - Finance, Management Science
OFFSHORE ADVISOR INDIA (p) LTD March 2014 - May 2014
ICICI SECURITIES LTD April 2009 - February 2012
ICICI Securities Ltd November 2006 - March 2009
Gunn Allen Financial Inc - USA September 2005 - August 2006
Franklin Templeton Group January 2005 - August 2005
Cholamandalam Asset management company Ltd April 2003 - January 2005
Karvy Consultants Ltd September 2000 - April 2003
Shri Ram Investments Ltd September 1995 - August 2000
Skills
Business Development, Team Management, Key Account Management, Market Development, Strategic Thinking, Channel Partners, Equities, Banking, Management, Start-ups, Capital Markets, Investment Banking, Sales Operations, Leadership, Investments, Mutual Funds, Portfolio Management, Strategy
Education
University of Mysore 1993 — 1995
MBA
University of Mysore 1990 — 1993
B,com
DeVry University
DeVry University
DeVry University
Firm Solutions October 2013 - Present
Amscot Financial May 2013 - July 2013
Meridian Asset Services October 2010 - December 2012
e-Solutions 2003 - 2004
Franklin Templeton Group 2000 - 2001
Skills
ASP.NET, ADO.NET, AJAX.NET, SQL, VB.NET, C#, Visual Studio, .NET, Agile Methodologies, jQuery, Databases, TFS, JavaScript, AJAX, MySQL, ASP.NET AJAX, Architectures, Microsoft SQL Server, Testing, Software Project...
Education
Nova Southeastern University 1990 — 1993
B.S., Computer Science
Nova Southeastern University 1990 — 1992
B.S., Professional Management
Palm Beach Community College 1990 — 1992
A.A., Liberal Arts
Boomerang Capital March 2012 - Present
Windbourne Partners January 2012 - Present
TIG Advisors, LLC October 2000 - December 2011
Hansberger Global Investors July 1996 - September 2000
Franklin Templeton Group May 1989 - June 1996
SEI Investments May 1986 - May 1989
Key Financial Systems May 1985 - May 1986
Bankers Trust July 1983 - May 1985
Skills
Hedge Funds, Alternative Investments, Asset Managment, Investor Relations, Emerging Markets, Portfolio Management, Mutual Funds, Investment Strategies, Capital Raising, Financial Advisory, Due Diligence, Financial Services, Asset Management, Fund Of Funds, Valuation, Financial Markets, Family Office, Investment Management, Investment Advisory
Education
Denison University 1979 — 1983
BA, Economics and Political Science
The Hotchkiss School 1975 — 1979
Rye Country Day School 1966 — 1975
Palo Alto Networks July 2012 - Present
Logitech January 2012 - July 2012
Silver Spring Networks May 2010 - December 2011
Electronic Arts November 2007 - February 2010
TIBCO Software Inc. March 2006 - November 2007
Siebel Systems, Inc. August 2000 - February 2006
Franklin Templeton Group December 1999 - July 2000
Franklin Templeton Group April 1998 - December 1999
NOL (USA) INC. June 1995 - April 1998
Skills
HRIS, Human Resources, Employee Benefits, PeopleSoft, Business Process, Project Management, Leadership, Performance Management, Payroll, Applicant Tracking..., Recruiting, Management Consulting, Vendor Management, Oracle Applications, Workday
Education
San Francisco State University
BS, Human Resources, Management
Franklin Templeton Group 2009 - Present
Franklin Templeton Investments 2007 - 2009
Franklin Templeton Investments 2000 - March 2007
AEGON 1998 - 1998
TSYS 1993 - 1994
Education
Columbus State University 1993 — 1995
Bachelor of Science, Computer Science
University of Maine 1990 — 1993
Bachelor of Science, Accounting
WePay May 2014 - Present
Bethany Lutheran Church August 2009 - January 2014
The Cobalt Group June 2005 - May 2009
Consolidated Electrical Distributors May 2003 - March 2005
Cisco Systems June 1995 - November 1999
Franklin Templeton Group July 1991 - June 1995
Skills
Account Management, Email Marketing, Online Advertising, PPC, Marketing Strategy, Product Management, Marketing, Training, Sales, Program Management, Management, Salesforce.com, Digital Marketing, Strategic Partnerships, CRM, Product Marketing, Leadership, Customer Service, SEM
Education
Notre Dame de Namur University
MBA, MBA
University of California, Davis
BS, Agricultural and Managerial Economics
Delta Dental 2009 - Present
Charles Schwab March 2008 - December 2008
Charles Schwab (contractor) 2008 - 2008
FICO (Fair Isaac) 1999 - 2006
Bay Area Quality Assurance Association 1993 - 2005
BGI 1998 - 2000
Barclays Global Investors 1998 - 2000
Franklin Templeton Group 1993 - 1994
Charles Schwab 1986 - 1994
Bank of America 1979 - 1983
Education
Arkansas State University 1971 — 1974
Strand Theory December 2010 - Present
Franklin Templeton Group April 2006 - December 2010
Advent Software April 2001 - December 2005
Franklin Templeton Group 1999 - 2001
Morgan Stanley 1997 - 1999
Advent Software 1992 - 1997
Maximum Data Corporation 1987 - 1992
Mitchell Hutchins Asset Management 1982 - 1987
Skills
Portfolio Management, Business Development, Start-ups, Asset Management, Business Analysis, Fixed Income, Hedge Funds, Alternative Investments, PMO, C++, Financial Services, Trading Systems, Equities, Investments, Electronic Trading, Derivatives, Bloomberg, Investment Management
Education
Hofstra University
Bachelor of Business Administration (BBA), Finance and Econmonics
B1 Motorsports February 2011 - Present
Franklin Templeton Group December 2007 - Present
mediaWerkes January 2008 - February 2011
Strong & Associates May 2007 - December 2007
Standard Register 2006 - 2007
Metro Mailing Service September 1995 - November 2006
Skills
Pre-press, Production, Print Production, Direct Mail, QuarkXPress
Education
San Diego State University-California State University 1987 — 1988
BA, Journalism
San Joaquin Delta College 1985 — 1986
AA, Certificate of Graphics Arts, Print Production Technologies
Inflection/Pacific Gateway/MedExpert February 2014 - March 2015
Eventbrite/Vinfolio March 2013 - February 2014
FCE Benefits Administrator December 2010 - February 2013
Sunvalleytek International Inc. December 2010 - December 2012
Cisco September 2008 - March 2010
Legacy Partners February 2006 - September 2008
Provident Funding Associates L.P. February 2003 - January 2006
Inktomi Corporation April 1999 - September 2002
Franklin Templeton Group December 1997 - April 1999
Franklin Templeton Group April 1994 - December 1997
Skills
Accounts Receivable, Financial Statements, Fixed Assets, PeopleSoft, Microsoft Excel, Bank Reconciliation, Cash Management, Microsoft Word, Spreadsheets, PowerPoint, Balance, Microsoft Dynamics SL, Account Reconciliation, MRI Software, Invoicing, Auditing, Accounts Payable, Financial Analysis, Analysis, SAP, Budgets, Payroll
Education
San Francisco State University 1986 — 1990
Accounting
Franklin Templeton Investments June 2014 - Present
Franklin/Templeton April 1993 - Present
Franklin Templeton Investments 1993 - Present
Franklin Templeton Group 1993 - Present
Franklin Templeton 1990 - 2009
Skills
Unix, Linux, Application Development, Operating Systems, MySQL, SQL, Shell Scripting, Software Development, Microsoft SQL Server, Disaster Recovery, Security, Solaris, Perl, ITIL, Windows Server, VMware
Education
Georgia State University 1974 — 1976
Chick-fil-A Colonial Plaza October 2008 - June 2013
AXIS, Inc. March 2002 - March 2008
AXIS, Inc. January 2000 - February 2002
Franklin Templeton Group August 1998 - December 1999
Franklin Templeton Group June 1997 - August 1998
Franklin Templeton Group June 1995 - June 1997
Skills
Strategic Planning, Project Management, Project Planning, Event Planning, Process Improvement, Program Management, Customer Service, Inventory Management, Team Building, Management, Team Leadership, Leadership, Marketing, Training
Education
University of South Florida 1993 — 1995
Bachelor, Business Administration & Management
State College of Florida-Manatee-Sarasota 1991 — 1993
AA, General
The MI Group - San Francisco March 1995 - Present
TheMIGroup May 2008 - June 2009
Franklin Templeton Group March 1994 - March 1995
World Savings June 1991 - January 1994
Associates National Bank April 1990 - August 1991
Department of Treasury, US Savings Bonds Division November 1985 - April 1990
Skills
Expatriate Management, Global Mobility, Corporate Relocation, Relocation, Policy, Vendor Management, Logistics, Employee Relations, Transportation, Customer Service, HR Policies, Performance Management, Account Management, Destination Services, Management, Move Management
Education
California State University-East Bay 1988 — 1991
BA, Human Development, Early Childhood Education
Happy Camp High School
BakerCrew Consulting, Inc. May 2011 - Present
California Freight Services July 2004 - Present
Cambria Solutions October 2007 - March 2011
Wachovia Bank October 2003 - July 2004
Hansen Information Technologies April 2003 - October 2003
Hansen Information Technologies November 2000 - April 2003
Capital Management Sciences 1998 - 2000
Franklin Templeton Group August 1997 - April 1998
Skills
Analysis, Business Analysis, Business Development, Business Intelligence, Business Planning, Business Process..., Change Management, Databases, Fixed Income, HRIS, Integration, Management Consulting, Microsoft Excel, Microsoft Office, Process Improvement, Project Management, Requirements Analysis, Strategic Planning, SDLC, Visio, Strategy
Education
Loyola Marymount University 1993 — 1997
Bachelor Business Administration, Finance, International Business
Loyola Marymount University, College of Business Administration 1993 — 1997
BBA, Finance, International Business
California High School 1989 — 1993
Franklin Templeton Investments November 2005 - Present
Kaiser Permanente April 2005 - November 2005
Franklin Templeton Group September 1991 - March 2005
Skills
Human Resources, Employee Benefits, PeopleSoft, HRIS, New Hire Orientations, Leadership, Recruiting, Benefits Administration, Personnel Management, Program Management, Employee Relations, Onboarding, Time Management, Customer Service
Education
San Francisco State University 2009 — 2014
Criminal Justice, Criminal Justice Studies
Skyline College
Liberal Arts, Liberal Arts
Steep Hill Media August 2002 - Present
Speed Factory Karting April 2011 - March 2014
X2 Motorsports Group, Inc February 2008 - July 2010
Franklin Templeton Group June 1996 - February 2003
Skills
Marketing, Sports Marketing, Sports, Social Media Marketing, Management, Marketing Strategy, Graphic Design, Product Development, Start-ups, Entrepreneurship, Online Marketing, Retail, Video Production, New Media, Advertising, Clothing Design, Product Fulfillment, Business Development, Co-branding, New Business Development, Motorsports Marketing
Education
California State University-Sacramento 1997 — 2000
University of California, Davis 1997 — 1999
Business, Labor Relations
Franklin Templeton June 2006 - Present
Brown Capital Management February 2002 - May 2006
Franklin Templeton Group May 1996 - February 2002
Skills
Equity Research, Equities, Stock Picking, Asset Managment, Value Investing, Alternative Investments, Portfolio Management, Hedge Funds, Investment Strategies, Mutual Funds, Investments, Equity Valuation, Asset Allocation, Bloomberg, Valuation, Emerging Markets, Institutional Investors, Fixed Income, Wealth Management, Fund Of Funds
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Northeastern University 1985 — 1990
BS, Finance/International Business
CalPERS October 2013 - Present
Dolamont Consulting, Inc. January 2006 - October 2013
Trinity Technology Group June 2002 - February 2004
Franklin Templeton Group September 1993 - November 1999
Education
California State University-East Bay 1993 — 1997
MBA, Finance
Wartburg College 1986 — 1990
Bachelor of Arts (BA), Accounting
Amazon August 2014 - Present
Sony Computer Entertainment America LLC June 2010 - July 2014
Sony Computer Entertainment America LLC July 2007 - June 2010
Sony Computer Entertainment America LLC January 2005 - July 2007
Sony Electronics 2002 - 2004
Sony Electronics March 2000 - 2002
Franklin Templeton Group 1994 - 1999
Skills
Consumer Electronics, Budget Management, Vendor Management, Cross-functional Team...
Education
San Jose State University 1991 — 1993
BS, Business Administration: Finance
Warner Bros. Entertainment Inc. 2006 - Present
Capgemini Consulting 1999 - 2006
Franklin Templeton Group 1995 - 1997
Home Savings of America 1986 - 1995
Columbia Pictures Ind Inc. 1981 - 1986
Johnson & Johnson Health Care Systems Inc. 1977 - 1981
Skills
Cloud Computing, Enterprise Architecture, Governance, IT Strategy, Data Center, Integration, ITIL, IT Management, Virtualization, Disaster Recovery
Education
Rutgers University-New Brunswick 1976 — 1980
Villanova University November 2008 - Present
E*TRADE Financial April 2006 - August 2008
E*TRADE Financial July 2004 - April 2006
E*TRADE Financial March 2002 - July 2004
E*TRADE Financial February 1999 - March 2002
Franklin Templeton Group 1997 - 1999
Education
Villanova University 2008 — 2009
PMP, Project Mgmt Profesional Certification
Ramstien American High School, Germany 1985 — 1988
Diploma, General
California State University-Sacramento
Pendulum Consulting Group May 2001 - Present
Putnam Investments December 1999 - January 2001
Franklin Templeton Group 1990 - 1999
Skills
Mutual Funds, Investments, Series 63, Fixed Annuities, Series 7, Sales, Financial Advisory, Insurance, Finance, Due Diligence
Education
California State University-Sacramento
Bachelor of Science, Business Management
California State University-Sacramento
Employment Resource Services June 1999 - Present
Select Personnel January 1997 - June 1999
Franklin Templeton Group January 1996 - January 1997
Education
California State University-Sacramento
BS Business Administration, Strategic Management
MediaSource October 2013 - Present
MediaSource February 2011 - Present
BestTransport.com May 2010 - February 2011
Berlon Co January 2009 - June 2009
First Bank & Trust February 2005 - November 2005
Catering Company September 2002 - January 2005
Franklin Templeton Investors, INC February 1993 - January 1998
Franklin Templeton Group 1993 - 1998
Skills
Customer Service, Media Relations, Social Networking, Television, Event Planning, Digital Media, Multimedia, Radio, Public Relations, Team Leadership, Press Releases, Project Management, Training, Editing, Social Media, Video Production, Facebook, Office Management, Social Media Marketing, Blogging, Event Management, Internal Communications, Newsletters, Corporate Communications, Copywriting
Education
Los rios comm college 2003 — 2004
American River College
Hewlett-Packard February 2015 - Present
Hewlett-Packard May 2013 - Present
HP February 2010 - Present
HP September 2007 - February 2010
Hewlett-Packard October 2005 - October 2007
Hewlett-Packard June 2002 - October 2005
Hewlett-Packard December 2000 - June 2002
Hewlett-Packard October 1999 - December 2000
Franklin Templeton Group August 1998 - November 1999
PG&E August 1994 - July 1998
Skills
Supply Management, Temporary Placement, Contingent Workforce, Employee Opinion Surveys, Consulting, Management, Vendor Management, Outsourcing, Program Management, Virtual Teams, Business Process..., Cross-functional Team..., Offshoring, Metrics, Resource Management, Non-profits, Employee Engagement, PMP, Change Management, Project Management
Education
California State University-Sacramento 1996 — 1998
BA, Organizational Communications
Bank of America Merrill Lynch September 2013 - Present
DC Consulting Services January 2012 - September 2013
Merrill Lynch January 2010 - November 2011
Banc of America Investments 2009 - January 2010
Merrilll Lynch 2000 - January 2009
Franklin Templeton Group 2000 - 2004
Franklin Templeton Investments 1997 - 2000
Skills
Sales Management, Series 7, Strategic Planning, Consultative Selling, Series 63, Mutual Funds, New Business Development, Sales Support, Wealth Management, Retirement, Series 66, Uniform Combined State...
Education
Florida State University - College of Business 1993 — 1997
BS, Finance
Portland Business Journal March 2014 - Present
100 Best Companies/Green Companies/Nonprofits to Work For in Oregon projects August 2006 - March 2014
Oregon Business magazine October 2001 - March 2014
Mediamerica, Inc. October 2001 - March 2014
MyPrimeTime September 1999 - April 2001
Franklin Templeton Group October 1997 - September 1999
Skills
Copy Editing, Magazines, Publishing, Newsletters, Research, Marketing, Editing, Journalism, Editorial, Proofreading, Publications, Online Journalism, Copywriting, Web Content, Storytelling, Blogging, Fact-checking, Newspapers, News Writing, Feature Articles, Content Development, AP Style
Education
San Francisco State University 1994 — 1997
Bachelor of Arts, Creative Writing
City College of San Francisco 1991 — 1993
Humanities
Colorado State University 1987 — 1988
English
Franklin Templeton Group 1989 - Present
Education
Santa Clara University - Leavey School of Business 1994 — 1997
MBA
University of California, Davis 1984 — 1989
BS, Agricultural Economics
MOMS Club of Vancouver-South June 2006 - November 2012
Franklin Templeton Group September 1989 - July 2000
Skills
Graphic Design, Art, Image Editing
Education
Portland State University 2000 — 2004
BA, Painting, Graphic Design
University of California, Davis 1983 — 1988
BA, Rhetoric & Communication
Zions Bank June 2004 - Present
Franklin Templeton Group June 2002 - June 2004
Skills
Commercial Banking, Small Business Lending, Commercial Lending, Loans, Construction Loans, Real Estate Financing, Commercial Real Estate, SBA, Loan Origination, Credit, Credit Analysis, Finance, Portfolio Management, Commercial Mortgages, Underwriting
Education
Southern Utah University 2000 — 2002
BS, Construction Management
Salt Lake Community College 1996 — 2000
AS, General Studies
Franklin Templeton Group VP/Portfolio ManagerBrown Capital ManagementFebruary 2002 - May 2006
Franklin Templeton Investments May 1996 - February 2002
Education
Columbia University - Columbia Business School 1994 — 1996
Franklin Templeton Group 1997 - Present
Morgan Stanley Asset Management 1996 - 1997
Deutsche Bank 1994 - 1996
Arthur Andersen 1989 - 1993
Skills
Alternative Investments, Fixed Income, Equities, Financial Modeling, Investments
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA, Finance and Economics
Lehigh University 1985 — 1989
BS, Accounting
Lab Support 2014 - 2014
Affymax, Inc. October 2012 - March 2013
Adzilla Inc. May 2008 - October 2008
Franklin Templeton Group June 2001 - September 2007
Skills
Heavy Calendaring, Customer Service, Human Resources, Interviews, Management, Leadership, Onboarding, Start-ups, Recruiting, HRIS, Training, Pharmaceutical Industry, Hiring, Biotechnology
Education
Notre Dame de Namur University
Saint John's University June 2008 - Present
St. John's University September 2012 - Present
Russell Sage SLT 2015 - 2015
Verizon Communications 1990 - 2015
Verizon Communications 1990 - 2015
Verizon Communications 1990 - 2015
Verizon Communications 1990 - 2015
Verizon Communications 1990 - 2014
Franklin Templeton Group January 2006 - June 2008
Edison Schools November 2004 - January 2006
Skills
Strategic Planning, Cost Accounting, Project Management, Business Valuation, Sourcing, Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Managerial Finance, Budgets, Strategic Financial..., Change Management, Business Process..., Management, Investments, Risk Management, Financial Accounting, Forecasting, Analysis, Financial Services, Asset Management, Financial Planning
Education
Saint John's University 2008 — 2015
Doctor of Education (Ed.D.), Educational Administration and Instructional Leadership, In Process
Harvard Business School 2000 — 2000
Business Management, Executive Education
New York University - Leonard N. Stern School of Business 1983 — 1988
MBA, Finance
Saint John's University - Peter J. Tobin College of Business 1977 — 1981
BS, Accounting
Stanners For Life
Bank of America April 2006 - Present
Wachovia September 1999 - May 2006
Franklin Templeton Group February 1993 - December 1997
Education
Florida State University - College of Business
Informatica January 2015 - Present
Riverbed Technology November 2013 - January 2015
Cisco Systems June 2007 - October 2013
ADP May 2006 - June 2007
Intuit October 2000 - May 2006
Franklin Templeton Group August 1995 - October 2000
Skills
Mergers & Acquisitions, Payroll, Business Process, Finance, Management, Cross-functional Team..., Process Improvement, Auditing, Sarbanes-Oxley Act, ADP Payroll, Vendor Management, Employee Benefits
Education
California State University-East Bay 1991 — 1994
Jimel Academy
provident credit union 1998 - Present
Franklin Templeton Group 1994 - 1998
Citibank 1988 - 1994
Bank of America 1982 - 1986
Skills
Risk Management, Banking, Loans, Call Centers, Management, Business Development, Team Building, Microsoft Excel, Commercial Banking, Leadership, Vendor Management
Education
Cañada College 1982 — 1989
computer systems
College of San Mateo 1983 — 1988
computer systems
University of California, Berkeley 1978 — 1980
system design and analysis
University of Guam 1974 — 1976
Masters, Business
California State University, Fresno 1970 — 1972
Masters, Regional and City Planning
University of California, Davis 1966 — 1970
BS, Environmental Planning
capuchino
capuchino
capuchino
capuchino
Picton Mahoney Asset Management September 2009 - Present
Franklin Templeton Investments June 2008 - September 2009
Franklin Templeton Group February 1997 - June 2008
Skills
Mutual Funds, Wealth Management, Financial Services, Investment Strategies, Alternative Investments, Separately Managed..., Asset Management, Financial Planning, Securities, Investment Advisory, Equities, Asset Allocation, Portfolio Management, Retirement Planning, Investments
Education
Investment Management Consultants Association
Certified Investment Management Analyst (CIMA)
Humber College 1994 — 1995
Post Graduate Diploma, Marketing Management and Sales
Western University 1991 — 1994
Cawthra Park Secondary
Mercer University July 2015 - Present
International Association for Continuing Education January 2012 - Present
Florida Atlantic University August 2011 - June 2015
Boca Towers Condominium March 2011 - March 2015
Milestone Providers, LLC August 2006 - August 2010
Franklin Templeton Group 2005 - 2005
Skills
Investments, Insurance, Portfolio Management, Asset Management, Alternative Investments, Risk Management, Financial Planning, Management, Due Diligence, Private Equity
Education
Florida Atlantic University 2011 — 2015
Doctor of Philosophy (Ph.D.), Finance, General
Florida Atlantic University 2011 — 2015
PhD, Finance
Millersville University of Pennsylvania 2005 — 2007
MBA
Millersville University of Pennsylvania 2001 — 2005
BA, International Studies
Peoples’ Friendship University of Russia 1999 — 2001
Politics
Anthem, Inc December 2013 - Present
Ascendum Solutions May 2010 - December 2013
BCBS-NE November 2009 - January 2010
CIGNA Healthcare June 2008 - March 2009
The WellPoint Companies, Inc. June 2006 - March 2008
PinPoint Holdings Inc. July 2005 - May 2006
Incepture April 2004 - June 2005
Franklin Templeton Group 1996 - May 2003
Skills
Software Documentation, Integration, Databases, Unix, Testing, Project Management, Program Management, Management, Software Development, DB2, MS Project, Analysis, .NET, Java, System Administration, Business Intelligence, Vendor Management, Process Improvement, COBOL, Project Planning, Training, Visio, Data Warehousing, Networking, Oracle, CRM, Agile Methodologies, Mainframe, Leadership, Requirements Gathering, SharePoint, SQL, ERP, Requirements Analysis, IT Strategy, SDLC, Business Analysis, Systems Analysis, JCL, Software Project..., Quality Assurance, Troubleshooting
Education
East Carolina University 1978 — 1982
BSBA, Economics/Quantitative Methods
Genomic Health February 2013 - Present
Genomic Health September 2010 - February 2013
Genomic Health August 2009 - August 2010
Genomic Health June 2008 - July 2009
Franklin Templeton Group September 2005 - June 2008
Franklin Templeton Investments February 2001 - September 2005
Franklin Templeton Investments March 2000 - February 2001
Franklin Templeton Investments July 1998 - March 2000
Skills
Program Management, Cross Functional Team..., Project Portfolio..., Resource Management, Capacity Planning, Business Process, Change Management, Metrics Reporting, Presentation Development, Corporate Governance, Business Planning, Relationship Building, Enterprise Software, Human Resources, Governance, SharePoint, Information Technology, Management, Vendor Management, Project Management
Education
California State University-Sacramento 1990 — 1998
Master of Arts, English Literature
Microsoft 2011 - Present
Clearwire December 2009 - March 2011
Internap February 2009 - December 2009
Real Networks July 2008 - March 2009
Amazon.com November 2000 - July 2008
Franklin Templeton Group October 1999 - November 2000
Franklin Templeton 1999 - 2000
Cirent 1997 - 1999
Avaya 1997 - 1999
Lucent 1997 - 1999
Education
Eastern Michigan University 1990 — 1991
B.S., Computer Science
Excel MSO June 2012 - Present
Walmart Global eCommerce January 2006 - June 2012
EPRI November 1999 - December 2005
Franklin Templeton Group June 1999 - December 1999
PMI Mortgage Insurance Co. (PMI) August 1998 - May 1999
Acuson Corp January 1998 - July 1998
PMI Group April 1997 - December 1997
CSAA June 1995 - March 1997
Skills
Disaster Recovery, Microsoft SQL Server, Active Directory, ITIL, Linux, Enterprise Architecture, IT Management, Firewalls, Windows Server, Databases, VPN, Citrix, Microsoft Exchange, Software Development, Integration, Virtualization, VMware Infrastructure, Cross-functional Team..., Program Management, Management, IT Strategy, VMware, MS Project, Networking, Project Planning
Education
Michigan Technological University 1987 — 1990
BS, Electrical Engineering
DHL July 2013 - June 2015
DHL September 2010 - July 2013
DHL December 2005 - August 2010
DHL July 2004 - November 2005
DIRECTV Latin America February 2003 - April 2004
Franklin Templeton Group June 2001 - January 2003
Skills
Variance Analysis, Forecasting, Financial Reporting, Strategic Planning, Financial Accounting, Corporate Finance, Finance, Business Analysis, Management, Financial Analysis, Analysis, SAP, Strategic Financial..., Accounting, Access, Pricing, Hyperion Enterprise, Cash Flow, Internal Audit, Managerial Finance, Sarbanes-Oxley Act, Financial Modeling, Leadership, Financial Planning, Hyperion
Education
Florida Atlantic University 1998 — 2001
Bachelor of Science (BS) - Major, Finance
Florida Atlantic University 1998 — 2001
Bachelor of Science (BS) - Minor, Economics
Florida Atlantic University 1998 — 2001
Bachelor of Science (BS) - Major, Business Management
PricewaterhouseCoopers October 2009 - Present
MHN March 2007 - January 2010
MHN - Government Services March 2007 - January 2010
Health Net Federal Services March 1999 - March 2007
Franklin Templeton Group 1992 - 1998
Skills
Change Management, Project Management, Program Management, Process Improvement, SDLC, Management Consulting, Vendor Management, Software Documentation, Project Portfolio..., Management, Business Intelligence, Governance, Cross-functional Team..., Business Process..., Analysis, Team Building, Requirements Analysis, Leadership, PMO, Visio, Business Analysis, IT Strategy, Strategy, Project Planning, Business Process, Integration, PMP, Team Leadership, Risk Management, Business Transformation, Strategic Planning, Healthcare
Education
California State University-Sacramento
Rhetoric and Public Address
Project Management Institute (PMI)
Project Management Professional (PMP)
Humanwell Healthcare Group April 2013 - Present
LDX Prognostics January 2013 - Present
Burrill & Company December 2011 - December 2012
Franklin Templeton Group August 2004 - November 2011
Genyous Medicals May 2003 - August 2004
BioAdvance May 2002 - May 2003
Acacia Research June 2000 - February 2002
Skirball Institute of Molecular Biology April 1997 - May 1999
SinoPharm - Shanghai Biolological Products Co. June 1990 - July 1992
Skills
Due Diligence, Financial Modeling, Biotechnology, Private Equity, Valuation, Fundraising, Strategic Planning, Business Development, Capital Structure, Procurement, Corporate Governance
Education
University of Pennsylvania - The Wharton School 1999 — 2003
MBA, Management
Stony Brook University 1992 — 1997
Ph.D., Molecular and Cellular Biology
Fudan University 1986 — 1990
Bachelor of Science (B.S.), Microbiology and Immunology
Gezhi Middle
BlackRock January 2013 - Present
iShares December 2011 - January 2013
iShares April 2009 - December 2011
Barclays Global Investors November 2002 - April 2009
Bank of America - Banc of America Capital Management November 1994 - September 2002
Franklin Templeton Group 1990 - 1994
Skills
FINRA Series 7, 24, 63...
Education
San Diego State University-California State University 1986 — 1990
BA, Political Science
Franklin Templeton Group Corporate Data StewardFranklin Templeton Investments2004 - Present
Skills
SDLC, Data Warehousing, Data Quality, Business Analysis, Analysis, Process Improvement, Databases, Informatica, SQL, Requirements Gathering, Business Requirements, Data Analysis, Business Intelligence, Data Management, Program Management, Cross-functional Team..., Agile Methodologies
Education
California State University-Sacramento
BS, Recreation and Park Administration
California State University-Sacramento
BA, Business Administration
Franklin Templeton Group April 1998 - Present
Kemper Service Company 1989 - 1998
DST Systems 1993 - 1996
Skills
Mutual Funds, Securities, Operations Management, Relationship Management, Back Office, Financial Services, Project Management, Business Analysis, Equities, Series 63, Vendor Management, Investments, Series 7, Alternative Investments
Education
Illinois State University
BA, Economics
Studio 4C May 2002 - Present
Studio 4C March 2002 - Present
Lim Chang Rohling & Associates June 2001 - May 2002
Kajer Architects June 1999 - June 2001
Franklin Templeton Group 1989 - 1994
Skills
Renovation, Real Estate Development, Project Management, Construction, Mixed-use, Architecture, Architectural Design, Submittals, Sustainable Design, Residential Homes, Design Research, Space Planning, LEED AP, Interior Architecture, Green Building, Construction Drawings, Comprehensive Planning, Construction Management, Residential Design
Education
Arizona State University 1995 — 1998
M Arch, Architecture
University of Colorado Boulder 1985 — 1989
B.S., Economics & Business
Hitachi Data Systems 2010 - Present
Hitachi Data Systems 2001 - 2009
Franklin Templeton Investments 1993 - 2000
Franklin Templeton Group 1992 - 2000
Education
California State University-East Bay 1988 — 2001
Bachelors, Accounting
Franklin Templeton Group October 2014 - Present
Franklin Templeton 2007 - Present
Franklin Templeton Investments 1996 - 2011
Metro Commerce Bank 1994 - 1996
Education
Lewis and Clark College 1990 — 1994
B.A., Business
Wyatt's House January 1999 - Present
DDB Needham September 1998 - May 1999
Jordan, McGrath, Case and Taylor December 1994 - August 1998
Franklin Templeton Group June 1992 - July 1994
Education
Stanford University 1988 — 1992
BA, Psychology
TravelSmith Outfitters January 2009 - March 2011
SunGard Data Systems January 2007 - October 2008
SunGard Data Systems September 2000 - December 2006
California Society of CPAs July 1999 - July 2000
Franklin Templeton Group March 1998 - June 1999
Franklin Templeton Group July 1997 - March 1998
Franklin Templeton Group September 1995 - July 1997
Skills
Account Reconciliation, Accounting, Accounts Receivable, Financial Reporting, Accounts Payable
Education
California State University-East Bay 1995 — 1999
Bachelor of Science
Insight Coffee Roasters May 2012 - Present
Franklin Templeton Investments July 2011 - January 2013
Franklin Templeton Group May 2008 - July 2011
Franklin Templeton Investments July 2007 - May 2008
Franklin Templeton Investments December 2006 - July 2007
Merrill Lynch September 2005 - December 2005
Charter One Bank May 2004 - August 2004
Education
Middlebury College 2010 — 2013
Masters, French
Siena College 2002 — 2006
B.S., Finance
Siena College 2002 — 2006
B.A., French
CEFAM 2005 — 2005
N/A, French
Université Laval 2003 — 2003
N/A, French
Sierra College 2002 — 2002
N/A, French
IBM Global Services Server SpecialistIBM Global ServicesSeptember 2004 - Present
IBM Global Services April 2001 - August 2003
Franklin Templeton Group February 1996 - March 2000
Skills
VMware, CRM
Education
Cogswell Polytechnical College 1980 — 1984
Bachelors, Civil Engineering Technology
Masco Contractor Services November 2013 - May 2015
Masco Contractor Services November 2009 - October 2013
Marriott Vacations Worldwide Corporation September 2002 - December 2008
NBC Universal February 1999 - September 2002
Franklin Templeton Group December 1989 - February 2002
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, CISA, Accounting, Auditing, Management, Budgets, Risk Assessment, Leadership, Program Management, Continuous Improvement, Project Management, Managerial Finance, Project Planning, Certified Internal..., Certified Information..., Forecasting, Training, Software Documentation, Certified Continuous..., Financial Reporting
Education
Pfeiffer University 1985 — 1989
Bachelor of Science, Business Admin (Finance Concentration), Economics
Visa March 1998 - Present
Franklin Templeton Group August 1995 - March 1998
Franklin Templeton 1995 - 1998
Gomel Industrial Union 1987 - 1992
Skills
Unix, Agile Methodologies, Enterprise Architecture, SDLC, Data Warehousing, Software Development, Software Engineering, Software Project...
Education
Gubkin Russian State University of Oil and Gas 1980 — 1985
MS, Computer Science
Gubkin Russian State University of Oil and Gas 1980 — 1985
MS, Computer Science
School 27
Franklin Templeton Group June 2005 - Present
Putnam Investments June 2002 - March 2004
Arthur Andersen September 1996 - August 2000
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
University of California, Davis 1992 — 1995
BS, Managerial Economics
Thomas Quantitative Group d/b/a Quantitative Research Group 2001 - Present
Bridge Information Systems 1998 - 2001
Automatic Data Processing, Inc. 1996 - 1998
Franklin Templeton Group 1990 - 1996
Skills
Hedge Funds, Equities, Asset Management, Investments, Financial Markets, Portfolio Management, Emerging Markets, Trading, Quantitative Analytics, Executive Management, Alternative Investments, Equity Research, Mergers & Acquisitions, Investment Management
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
Pratt Institute
Master of Science (MS), Computer & Decision Science
City University of New York City College
Bachelor of Science, Computer Science
Wells Fargo November 2013 - Present
Wells Fargo September 2011 - March 2013
Wells Fargo Bank June 2009 - December 2010
Wells Fargo Bank April 2004 - October 2008
Wells Fargo January 1999 - April 2004
Wells Fargo Bank January 1998 - January 1999
Franklin Templeton Group January 1996 - February 1998
Franklin Templeton Group January 1992 - January 1996
Skills
Process Improvement, Problem Management, Systems Analysis, Data Center, Technical Support, Healthcare Information..., Project Management, Change Management, Servers, Management, SharePoint, Networking, Testing, Leadership
Education
Cosumnes River College 2013 — 2013
Certificate Program, Healthcare-IT Technical Support Program
Cosumnes River College 2012 — 2012
Certificate Program, Healthcare-IT Implementation Support
University of Phoenix 1995 — 1997
M.A. Organizational Management, Business
The University of New Mexico 1976 — 1981
Bachelor of Science (B.S.), Sociology
General Motors July 2015 - Present
Apple March 2014 - July 2015
AT&T October 2001 - October 2013
Applied Biosystems April 2000 - September 2001
IngerSoll-Rand Company February 1999 - April 2000
Franklin Templeton Group November 1995 - January 1999
TSI Asia Limited April 1995 - November 1995
Bank of America July 1993 - April 1995
Skills
Software Development, Project Management, Business Analysis, Software Project..., Team Leadership, Business Process..., Team Management, Information Technology, Oracle, Java, JavaScript, Unix, Linux, Windows, Change Management, Full SDLC, Procedure Development, Software Quality..., Lotus Domino
Education
California State University-East Bay 1993 — 1994
BS, Computer Science
Keynote Systems May 2007 - Present
Omron Scientific Technologies August 2005 - May 2007
Franklin Templeton Group March 1986 - June 1999
Skills
Cash Flow, Accounts Payable, Salesforce.com
Education
Adamson University 1980 — 1983
BSC, Accounting
Notre Dame of Marbel University 1975 — 1979
Accruent July 2011 - Present
Siterra Corporation 2010 - October 2011
Franklin Templeton Group 2008 - 2009
Franklin Templeton Group 2005 - 2008
Franklin Templeton Group 2001 - 2005
Franklin Templeton Group 1998 - 2001
Fidelity Investments 1994 - 1998
Skills
Siterra, Real Estate, SDLC, Business Analysis, SaaS, Visual Basic, Business Objects, Microstrategy, Visio, Vendor Management, Access, Business Intelligence, Requirements Gathering, Software Project..., MS Project, Data Warehousing, Oracle, Databases, Agile Methodologies
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1994
MBA, Finance
Oregon State University 1983 — 1987
BS, Finance
ISCS October 2011 - Present
Brandmuscle August 2009 - June 2011
KeyBank March 2007 - May 2009
Franklin Templeton Group October 2003 - April 2006
Skills
Java Enterprise Edition, Strategy, Architectures, WebSphere Application..., SQL, Agile Methodologies, Unix, XML, Oracle, Web Services, SDLC, SOA, Software Development, Java, PL/SQL, JavaScript, Requirements Analysis, jQuery
Education
Jawaharlal Nehru Technological University
BS, Computer Science and Engineering
United Realty Group, Inc. 2009 - Present
1ST UNITED FUNDING July 2013 - Present
Advanced Claim Services 2007 - September 2014
Innovative Mortgage Services December 2010 - July 2013
Equity Mortgage Bankers, LLC April 2010 - December 2010
Open Finance Network 2006 - 2009
American Securities Group 2006 - 2008
Franklin Templeton Group 2000 - 2003
Skills
Short Sales, Real Estate, Arbitration, Foreclosures, Sellers, Residential Homes, FHA, Real Estate Development, Commercial Real Estate, Real Property, Real Estate Financing, Insurance, Investments, Investment Properties, First Time Home Buyers, Microsoft Excel, Relocation, Reverse Mortgages, Microsoft Office, Accounting, Customer Service, Negotiation, Investors, Mortgage Lending, Real Estate Transactions, Loans, Listings
Education
Florida Atlantic University 1995 — 2000
BS, Finance & Management from the Honors College
Penn State University 1995 — 1995
General Business
CFA Institute March 2013 - Present
Kaiser Performance and Risk 2003 - Present
CFA Institute May 2012 - February 2013
CFA Institute July 2007 - April 2012
John S. and James L. Knight Foundation 2001 - 2003
Montgomery Asset Management April 2000 - October 2001
Franklin Templeton Group November 1995 - April 2000
Skills
Investments, Alternative Investments, Derivatives, Performance Measurement, Performance Appraisal, Financial Modeling, Investment Management, Asset Management, Capital Markets, Bloomberg, Mutual Funds, Asset Allocation, Fixed Income, Hedge Funds, Portfolio Management, Equity Valuation, GIPS Compliance, Equity Research, Financial Markets, Equities, Valuation, Securities
Education
Florida Atlantic University 1992 — 1995
BS, Finance
ACS, a Xerox Company February 2011 - Present
Franklin Templeton Group February 2000 - April 2009
Skills
Financial Reporting, Accounting, Business Analysis, Process Improvement, SDLC, Financial Statements, SharePoint, Financial Analysis, Requirements Analysis, Microsoft Excel, Mutual Funds, Internal Audit, Investments, GAAP, Portfolio Management, Training, Management, Leadership
Education
California State University-Sacramento 1996 — 1999
BA, Finance
Statefarm Insurance May 2015 - Present
Pearson Education June 2011 - March 2015
Kryterion November 2006 - May 2011
Franklin Templeton Group December 2003 - March 2006
Skills
Java Enterprise Edition, Agile Methodologies, Java, Scrum, JUnit, Tomcat, Spring, Hibernate, Spring Framework, Web Services, REST, XML, SQL, Oracle, Ant, SDLC, Software Development, Servlets, Struts, Maven, Groovy, JavaScript, Alfresco, Alpaca, Git, Grdale, Grails, JQuery, Github, Tortoise SVN, Cloud Applications, EasyMock, Bootstrap, jQuery UI, Core Java, Java Web Services, PostgreSQL, Test Driven Development, JDBC, BIRT, Gradle
Education
Avinashilingam Institute for Home Science and Higher Education for Women 1997 — 2001
B.E, Computer Science
Fiduciary Trust International of California April 2012 - Present
Franklin Templeton Portfolio Advisors January 2011 - March 2012
Franklin Templeton Group March 2005 - March 2012
Franklin Advisors, Inc. March 1988 - March 2012
Golden Gate University September 2000 - December 2009
Franklin Templeton Institutional October 2001 - October 2005
Skills
Equities, Portfolio Management, Asset Managment, Alternative Investments, Bloomberg, Mutual Funds, Asset Allocation, Trading Systems, Investment Management, Risk Management, Fixed Income, Municipal Bonds
Education
Golden Gate University 1981 — 1982
MBA, Finance
University of Illinois at Urbana-Champaign 1973 — 1977
A.B., Economics
West Hawaii Today February 2008 - June 2009
Hualalai Resort December 2004 - October 2006
Vision Service Plan 2001 - 2004
NEC Computers 1999 - 2000
Franklin Templeton Group 1996 - 1999
Capital Telephone Co. Inc. 1994 - 1995
I/O Sales Inc. 1992 - 1994
Education
Santa Clara University - Leavey School of Business 1988 — 1992
BSC, Marketing/ Minor in Psychology
Visa November 2013 - Present
Visa November 1997 - November 2013
Franklin Templeton Group 1992 - 1996
Skills
Credit Cards, Payments, Financial Analysis, Process Improvement, Payment Card Processing, Treasury Cash...
Education
Ateneo de Manila University 1985 — 1986
Computer Technology
University of the East 1982 — 1986
BSBA, Accounting
Franklin Templeton Group September 2009 - April 2013
Skills
Agile Project Management, Weka, SQL, R, Selenium, HP QTP, JIRA, SDLC, Business Analysis, Software Prototyping, Scrum, User Experience Design, Requirements Analysis, Windows, Regression Testing, Testing, HP Quality Center, Test Planning, Agile Methodologies, Quality Assurance, Quality Center, Manual Testing, Test Automation, C, C++, Java, HTML, Software Quality...
Education
New Jersey Institute of Technology 2014 — 2015
Master’s Degree, Information Systems
Jawaharlal Nehru Technological University 2005 — 2009
Bachelor's Degree, Electronics and Communications Engineering
The Nielsen Co. March 2006 - June 2011
360magazine.com January 2002 - February 2006
Incentive Magazine August 1996 - November 1998
Stamats Travel Group September 1993 - March 1996
Franklin Templeton Group January 1993 - September 1993
Consulting Psychologists Press June 1990 - August 1992
Skills
Customer Service, Event Planning, Editorial, Project Management, Training, Research, Leadership, Management, Interviews
Education
Stanford University 1986 — 1991
Bachelor of Arts (B.A.), East Asian Studies
Mandarin Training Center, Taipei, Taiwan 1989 — 1989