Franklin Portfolio Associates
Industry: Capital market company
DescriptionHeadquarters: Boston, MA Founded: 1982 Parent organization: Bank of New York
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Franklin Portfolio Associates Employees
Employee
Years
Job
Industry
Gregg Pendergast Gregg Pendergast's Franklin Portfolio Associates Experience 2005 - 2009
Job Job Services Representative at The Massachusetts Executive Office of Labor and Workforce Development (EOLWD)
Industry Investment Management
Experience
Primerica April 2013 - Present
The Massachusetts Executive Office of Labor and Workforce Development (EOLWD) February 2015 - July 2015
CareerWorks 2011 - February 2015
Mellon Capital Management 2009 - 2010
Franklin Portfolio Associates 2005 - 2009
Franklin Portfolio Associates 1998 - 2004
BNY Mellon 1991 - 1998
Skills
Securities, Asset Management, Trading, Risk Management, Financial Services, Valuation, Equities, Project Management, Investment Management, Microsoft Office, Operations Management, Compliance, Bank Reconciliation, Compliance Testing, Regulatory Filings, Error Analysis, Presentations, Trade Processing, Supervising, Training Delivery, Mutual Funds, Life Insurance, Retirement Planning, Retirement Savings, Securities License, Series 63
Education
Bridgewater State College 1978 — 1979
None, Coursework
Primerica April 2013 - Present
The Massachusetts Executive Office of Labor and Workforce Development (EOLWD) February 2015 - July 2015
CareerWorks 2011 - February 2015
Mellon Capital Management 2009 - 2010
Franklin Portfolio Associates 2005 - 2009
Franklin Portfolio Associates 1998 - 2004
BNY Mellon 1991 - 1998
Skills
Securities, Asset Management, Trading, Risk Management, Financial Services, Valuation, Equities, Project Management, Investment Management, Microsoft Office, Operations Management, Compliance, Bank Reconciliation, Compliance Testing, Regulatory Filings, Error Analysis, Presentations, Trade Processing, Supervising, Training Delivery, Mutual Funds, Life Insurance, Retirement Planning, Retirement Savings, Securities License, Series 63
Education
Bridgewater State College 1978 — 1979
None, Coursework
Nancy Holst's Franklin Portfolio Associates Experience March 1992 - August 2001
Job Holst Interiors, LLC
Industry Design
Experience
Holst Interiors, LLC September 2012 - Present
Kravet, Lee Jofa, Brunschwig & Fils August 2014 - December 2014
Franklin Portfolio Associates March 1992 - August 2001
Putnam Investments September 1986 - March 1992
Skills
Google Sketch-Up, In Design, Microsoft Excel, CAD Certified, Microsoft Word, Adobe Illustrator, Microsoft Power Point, Adobe Photoshop, Computer and Hand..., Space Planning, Textiles, Lighting Design, Commercial Design, Interior Construction, Sales, Interior Design, Photoshop, PowerPoint, Strategic Planning, Business Development, InDesign
Education
Arapahoe Community College 2012 — 2016
Bachelor of Applied Science (B.A. Sc.), Interior Design
University of Vermont 1982 — 1986
Bachelor of Arts (BA), Political Science and French
Southern Methodist University in Paris 1985 — 1985
Art History
Holst Interiors, LLC September 2012 - Present
Kravet, Lee Jofa, Brunschwig & Fils August 2014 - December 2014
Franklin Portfolio Associates March 1992 - August 2001
Putnam Investments September 1986 - March 1992
Skills
Google Sketch-Up, In Design, Microsoft Excel, CAD Certified, Microsoft Word, Adobe Illustrator, Microsoft Power Point, Adobe Photoshop, Computer and Hand..., Space Planning, Textiles, Lighting Design, Commercial Design, Interior Construction, Sales, Interior Design, Photoshop, PowerPoint, Strategic Planning, Business Development, InDesign
Education
Arapahoe Community College 2012 — 2016
Bachelor of Applied Science (B.A. Sc.), Interior Design
University of Vermont 1982 — 1986
Bachelor of Arts (BA), Political Science and French
Southern Methodist University in Paris 1985 — 1985
Art History
Ann Keitner's Franklin Portfolio Associates Experience 2004 - 2006
Job Consultant
Industry Investment Management
Experience
ReGroup, LLC September 2014 - Present
Liberty Mutual Group Asset Management Inc. January 2013 - September 2014
Hermes Fund Distributors LLC July 2011 - December 2012
Hermes Fund Managers (North America) LP October 2009 - December 2012
Standish Mellon Asset Management September 2006 - October 2009
Franklin Portfolio Associates 2004 - 2006
MFS Investment Management 1999 - 2004
Skills
Asset Management, Compliance, FINRA, Series 7, Series 24, Operations Management, Marketing Management, Securities Regulation, 401k, KYC, Marketing, Relationship Management, Due Diligence, Series 63, Asset Managment, Hedge Funds, Mutual Funds, Alternative Investments, Securities, Management, Financial Services, Equities, Portfolio Management
Education
Hobart and William Smith Colleges 1990 — 1994
BA, Economics
Westtown School 1979 — 1990
High School Diploma
ReGroup, LLC September 2014 - Present
Liberty Mutual Group Asset Management Inc. January 2013 - September 2014
Hermes Fund Distributors LLC July 2011 - December 2012
Hermes Fund Managers (North America) LP October 2009 - December 2012
Standish Mellon Asset Management September 2006 - October 2009
Franklin Portfolio Associates 2004 - 2006
MFS Investment Management 1999 - 2004
Skills
Asset Management, Compliance, FINRA, Series 7, Series 24, Operations Management, Marketing Management, Securities Regulation, 401k, KYC, Marketing, Relationship Management, Due Diligence, Series 63, Asset Managment, Hedge Funds, Mutual Funds, Alternative Investments, Securities, Management, Financial Services, Equities, Portfolio Management
Education
Hobart and William Smith Colleges 1990 — 1994
BA, Economics
Westtown School 1979 — 1990
High School Diploma
Sir Charles Hill's Franklin Portfolio Associates Experience September 2004 - December 2005
Job Operational Risk Officer
Industry Financial Services
Experience
Mitsubishi UFJ Financial Group, Inc. March 2015 - Present
Pivotal Lit August 2013 - Present
Northwestern Mutual Financial Network July 2013 - March 2014
BNY Mellon February 2009 - April 2013
BNY Mellon January 2006 - January 2009
Franklin Portfolio Associates September 2004 - December 2005
Education
Haverford College
BA, Economics, Philosophy
CFA Institute
Claritas Investment Certification
Depart of Financial Services 2012 — 2015
Licenses: Life & Health, Long Term Care, Variable Annuities
Mitsubishi UFJ Financial Group, Inc. March 2015 - Present
Pivotal Lit August 2013 - Present
Northwestern Mutual Financial Network July 2013 - March 2014
BNY Mellon February 2009 - April 2013
BNY Mellon January 2006 - January 2009
Franklin Portfolio Associates September 2004 - December 2005
Education
Haverford College
BA, Economics, Philosophy
CFA Institute
Claritas Investment Certification
Depart of Financial Services 2012 — 2015
Licenses: Life & Health, Long Term Care, Variable Annuities
Laura Baird's Franklin Portfolio Associates Experience 2004 - 2006
Job Director at Private Advisors, LLC
Industry Investment Management
Experience
Private Advisors, LLC May 2007 - Present
Franklin Portfolio Associates 2004 - 2006
Prudential Securities 1998 - 2002
FactSet 1996 - 1998
Education
University of Richmond 1992 — 1996
B.A., Economics
Private Advisors, LLC May 2007 - Present
Franklin Portfolio Associates 2004 - 2006
Prudential Securities 1998 - 2002
FactSet 1996 - 1998
Education
University of Richmond 1992 — 1996
B.A., Economics
Laura Politano's Franklin Portfolio Associates Experience February 2006 - December 2009
Job Operations Specialist at Mellon Capital Management
Industry Financial Services
Experience
Mellon Capital Management January 2010 - March 2010
Franklin Portfolio Associates February 2006 - December 2009
Investors Bank & Trust August 2005 - February 2006
Education
Bridgewater State University 2001 — 2005
Mellon Capital Management January 2010 - March 2010
Franklin Portfolio Associates February 2006 - December 2009
Investors Bank & Trust August 2005 - February 2006
Education
Bridgewater State University 2001 — 2005
John Nagorniak's Franklin Portfolio Associates Experience 1982 - June 2007
Job Director at Columbia Nations Funds
Industry Investment Management
Experience
Columbia Nations Funds 2008 - Present
CFA RESEARCH FOUNDATION 2006 - 2010
Franklin Portfolio Associates 1982 - June 2007
Boston Security Analysts Society 1994 - 1995
Education
Massachusetts Institute of Technology - Sloan School of Management 1968 — 1970
MS, Finance
Princeton University 1962 — 1966
AB, Mathematics
Columbia Nations Funds 2008 - Present
CFA RESEARCH FOUNDATION 2006 - 2010
Franklin Portfolio Associates 1982 - June 2007
Boston Security Analysts Society 1994 - 1995
Education
Massachusetts Institute of Technology - Sloan School of Management 1968 — 1970
MS, Finance
Princeton University 1962 — 1966
AB, Mathematics
Sadie Holdridge's Franklin Portfolio Associates Experience July 2006 - August 2007
Job Director of Financial Planning at Breed's Hill Capital
Industry Financial Services
Experience
Breed's Hill Capital September 2015 - Present
SJM Fiduciary Advisors February 2014 - August 2015
Lake Street Advisors, LLC July 2009 - February 2014
UBS July 2008 - April 2009
Franklin Portfolio Associates July 2006 - August 2007
Education
College for Financial Planning 2011 — 2012
Master's degree, Personal Financial Planning
Boston College 2004 — 2008
BS, Finance, Marketing
Breed's Hill Capital September 2015 - Present
SJM Fiduciary Advisors February 2014 - August 2015
Lake Street Advisors, LLC July 2009 - February 2014
UBS July 2008 - April 2009
Franklin Portfolio Associates July 2006 - August 2007
Education
College for Financial Planning 2011 — 2012
Master's degree, Personal Financial Planning
Boston College 2004 — 2008
BS, Finance, Marketing
James Alberto's Franklin Portfolio Associates Experience April 2007 - April 2008
Job Analyst/Lead Developer at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management April 2008 - Present
Franklin Portfolio Associates April 2007 - April 2008
PanAgora Asset Management April 2003 - April 2007
Independence Investments Associates March 1997 - April 2003
Education
Bryant College 1984 — 1989
Bachelor's degree, Finance
PanAgora Asset Management April 2008 - Present
Franklin Portfolio Associates April 2007 - April 2008
PanAgora Asset Management April 2003 - April 2007
Independence Investments Associates March 1997 - April 2003
Education
Bryant College 1984 — 1989
Bachelor's degree, Finance
Caroline Conway's Franklin Portfolio Associates Experience 2006 - 2008
Job Vice President, Senior Client Service Manager at State Street Global Advisors
Industry Financial Services
Experience
State Street August 2012 - Present
Mellon Capital January 2009 - April 2010
Franklin Portfolio Associates 2006 - 2008
Skills
Asset Managment, Equities, Asset Management, Mutual Funds, Financial Analysis, Securities
Education
Marquette University
State Street August 2012 - Present
Mellon Capital January 2009 - April 2010
Franklin Portfolio Associates 2006 - 2008
Skills
Asset Managment, Equities, Asset Management, Mutual Funds, Financial Analysis, Securities
Education
Marquette University
Ellen George's Franklin Portfolio Associates Experience May 1994 - September 2003
Job Secretary at BridgewaterRaynham Regionl School District
Industry Education Management
Experience
Bridgewater-Raynham Regionl School District December 2011 - Present
Franklin Portfolio Associates May 1994 - September 2003
Education
Suffolk University - Sawyer School of Management 1995 — 1999
MBA, Accounting and Business/Management
Regis College 1986 — 1990
Bachelor of Arts (BA), Economics
Bridgewater-Raynham Regionl School District December 2011 - Present
Franklin Portfolio Associates May 1994 - September 2003
Education
Suffolk University - Sawyer School of Management 1995 — 1999
MBA, Accounting and Business/Management
Regis College 1986 — 1990
Bachelor of Arts (BA), Economics
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial