Franklin Resources, Inc.
Industry: Investment management company
DescriptionFranklin Resources Inc. is an American holding company that, together with its subsidiaries, is referred to as Franklin Templeton Investments; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc. Customer service: 1 (800) 632-2301 Headquarters: San Mateo, CA Assets under management: 753.2 billion USD (2017) CEO: Gregory E. Johnson (Jul 31, 2005–)
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Franklin Resources, Inc. Employees
Employee
Years
Job
Industry
Aija Hughes Aija Hughes's Franklin Resources, Inc. Experience 1995 - 2000
Job Woodmont Real Estate Services
Industry Real Estate
Experience
Woodmont Real Estate Services January 2013 - Present
Wilson Sonsini Goodrich & Rosati October 2000 - January 2010
Franklin Resources, Inc. 1995 - 2000
Skills
Spreadsheets, Travel Arrangements, Business Correspondence, Outlook, Filing, Mergers & Acquisitions, Invoicing, Executive Support, Heavy Calendaring, Process Scheduler, Contract Management, Dictaphone, Executive..., Legal Documents, Legal Research, Legal Issues, Forms, Employee Files, FileSite, Phone Screening, Ordering Office Supplies, Receptionist Duties, Online Research, Formatting Documents, Confidential Documents, Government Documents, Drafting Correspondence, Executive Correspondence, Machine Transcription, Organizing Meetings, Coordinating Meetings, Group Meetings, Email Clients, Company Presentations, Executive Presentations, Events Organisation, Executive Calendar..., Incorporation, IPO, Start-ups, Expense Reports, Vendor Relationships
Education
Washburn University School of Law 1980 — 1985
Doctor of Law (J.D.), Law
Missouri Western State University
Bachelor of Science, Education
Woodmont Real Estate Services January 2013 - Present
Wilson Sonsini Goodrich & Rosati October 2000 - January 2010
Franklin Resources, Inc. 1995 - 2000
Skills
Spreadsheets, Travel Arrangements, Business Correspondence, Outlook, Filing, Mergers & Acquisitions, Invoicing, Executive Support, Heavy Calendaring, Process Scheduler, Contract Management, Dictaphone, Executive..., Legal Documents, Legal Research, Legal Issues, Forms, Employee Files, FileSite, Phone Screening, Ordering Office Supplies, Receptionist Duties, Online Research, Formatting Documents, Confidential Documents, Government Documents, Drafting Correspondence, Executive Correspondence, Machine Transcription, Organizing Meetings, Coordinating Meetings, Group Meetings, Email Clients, Company Presentations, Executive Presentations, Events Organisation, Executive Calendar..., Incorporation, IPO, Start-ups, Expense Reports, Vendor Relationships
Education
Washburn University School of Law 1980 — 1985
Doctor of Law (J.D.), Law
Missouri Western State University
Bachelor of Science, Education
Deborah Gatzek Deborah Gatzek's Franklin Resources, Inc. Experience 1983 - 1999
Job Independent Financial Services Professional; Financial Expert, member Board of Directors of NYSE company
Industry Financial Services
Experience
Oversight and Governance Solutions, LLC October 2014 - Present
Janus Capital Group 2004 - Present
Franklin Resources, Inc. 1983 - 1999
NASD (NKA FINRA) May 1979 - June 1983
Skills
FINRA, SEC, Financial Regulation, Governance, Investments, Securities, Asset Management, Alternative Investments, Hedge Funds, Equities, Series 7, Private Equity, Investment Advisory, Broker-Dealer, Fixed Income, Asset Allocation, Capital Markets, Investment Management, Portfolio Management, Mutual Funds, Corporate Governance, Securities Regulation
Education
University of California, Los Angeles - School of Law 1969 — 1972
Doctor of Law (JD)
Oversight and Governance Solutions, LLC October 2014 - Present
Janus Capital Group 2004 - Present
Franklin Resources, Inc. 1983 - 1999
NASD (NKA FINRA) May 1979 - June 1983
Skills
FINRA, SEC, Financial Regulation, Governance, Investments, Securities, Asset Management, Alternative Investments, Hedge Funds, Equities, Series 7, Private Equity, Investment Advisory, Broker-Dealer, Fixed Income, Asset Allocation, Capital Markets, Investment Management, Portfolio Management, Mutual Funds, Corporate Governance, Securities Regulation
Education
University of California, Los Angeles - School of Law 1969 — 1972
Doctor of Law (JD)
Larry Valente Larry Valente's Franklin Resources, Inc. Experience April 1991 - June 1995
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Valente Technical Services January 2013 - Present
American Links Logistics International, Inc. September 2004 - June 2012
Mayor-Siobal Household June 2005 - June 2010
Franklin Templeton Investments June 2001 - September 2004
Envine, Inc. August 2000 - June 2001
Inacom November 1995 - July 2000
Virgil Computer System September 1993 - September 1999
Franklin Resources, Inc. April 1991 - June 1995
UNITED STATES NAVY – VA-85, VAQ-129, USS New Orleans, and VAQ-138 July 1981 - April 1990
Skills
Active Directory, Windows Server, XP, Technical Support, Microsoft Exchange, Troubleshooting, Software Installation, Windows XP, Operating Systems, Hardware, Help Desk Support, Computer Hardware, Windows, OS X, Security, Microsoft Office, HP, Laptops, Enterprise Software, BMC Remedy, Windows 7, Access, VMware ESX, Disaster Recovery, Data Center, DNS, Virtualization, Firewalls, Network Security, Routers, TCP/IP, Computer Repair, Multimedia, SharePoint, Mac, Servers, Non-linear Editing, Mac OS X, Video Editing, DVD Duplication, System Administration, VMware, Visio, Help Desk Management, MS Office Suite, DVD authoring, Desktop Support, Windows 8, Windows 8.1, Windows 10
Education
Olympic College 2013 — 2014
Central Texas College 1988 — 1988
US History, B
College of San Mateo
Computer Science
Valente Technical Services January 2013 - Present
American Links Logistics International, Inc. September 2004 - June 2012
Mayor-Siobal Household June 2005 - June 2010
Franklin Templeton Investments June 2001 - September 2004
Envine, Inc. August 2000 - June 2001
Inacom November 1995 - July 2000
Virgil Computer System September 1993 - September 1999
Franklin Resources, Inc. April 1991 - June 1995
UNITED STATES NAVY – VA-85, VAQ-129, USS New Orleans, and VAQ-138 July 1981 - April 1990
Skills
Active Directory, Windows Server, XP, Technical Support, Microsoft Exchange, Troubleshooting, Software Installation, Windows XP, Operating Systems, Hardware, Help Desk Support, Computer Hardware, Windows, OS X, Security, Microsoft Office, HP, Laptops, Enterprise Software, BMC Remedy, Windows 7, Access, VMware ESX, Disaster Recovery, Data Center, DNS, Virtualization, Firewalls, Network Security, Routers, TCP/IP, Computer Repair, Multimedia, SharePoint, Mac, Servers, Non-linear Editing, Mac OS X, Video Editing, DVD Duplication, System Administration, VMware, Visio, Help Desk Management, MS Office Suite, DVD authoring, Desktop Support, Windows 8, Windows 8.1, Windows 10
Education
Olympic College 2013 — 2014
Central Texas College 1988 — 1988
US History, B
College of San Mateo
Computer Science
Hiromi Schugart Hiromi Schugart's Franklin Resources, Inc. Experience May 1998 - Present
Job Director, Financial Strategies at Franklin Resources, Inc.
Industry Financial Services
Experience
Franklin Resources, Inc. May 1998 - Present
Arthur Andersen September 1988 - May 1998
Skills
Financial Modeling, Auditing, Finance, Financial Analysis, Accounting, Management, Strategic Financial..., Investments, Financial Reporting
Education
California State University-Long Beach 1986 — 1988
Franklin Resources, Inc. May 1998 - Present
Arthur Andersen September 1988 - May 1998
Skills
Financial Modeling, Auditing, Finance, Financial Analysis, Accounting, Management, Strategic Financial..., Investments, Financial Reporting
Education
California State University-Long Beach 1986 — 1988
Hugang Zhao's Franklin Resources, Inc. Experience August 2000 - August 2004
Job Distributed Power Global Technology Finance Leader at GE Power & Water
Industry Oil & Energy
Experience
GE Power & Water April 2014 - Present
General Electric 2005 - Present
GE Energy May 2011 - March 2014
GE Energy June 2010 - May 2011
GE Energy July 2007 - July 2010
Avnet, Inc. January 2007 - June 2007
GE Access Distribution 2005 - 2007
GE Commercial Finance - Capital Solutions 2005 - 2006
GE 2005 - 2006
Franklin Resources, Inc. August 2000 - August 2004
Skills
Financial Reporting, Leadership, Finance, Energy, Product Development, Forecasting, Financial Analysis, Process Improvement, Six Sigma, Cross-functional Team..., Mergers & Acquisitions, Business Process..., Business Strategy, Risk Management, Strategy, Budgets, Change Management, Analysis, Business Analysis, Strategic Planning, Pricing, Business Development, Business Planning, Managerial Finance, Financial Modeling
Education
University of Utah - David Eccles School of Business 1997 — 1999
MBA, International Business
Yanshan University 1986 — 1990
B.E., Materials Science
GE Power & Water April 2014 - Present
General Electric 2005 - Present
GE Energy May 2011 - March 2014
GE Energy June 2010 - May 2011
GE Energy July 2007 - July 2010
Avnet, Inc. January 2007 - June 2007
GE Access Distribution 2005 - 2007
GE Commercial Finance - Capital Solutions 2005 - 2006
GE 2005 - 2006
Franklin Resources, Inc. August 2000 - August 2004
Skills
Financial Reporting, Leadership, Finance, Energy, Product Development, Forecasting, Financial Analysis, Process Improvement, Six Sigma, Cross-functional Team..., Mergers & Acquisitions, Business Process..., Business Strategy, Risk Management, Strategy, Budgets, Change Management, Analysis, Business Analysis, Strategic Planning, Pricing, Business Development, Business Planning, Managerial Finance, Financial Modeling
Education
University of Utah - David Eccles School of Business 1997 — 1999
MBA, International Business
Yanshan University 1986 — 1990
B.E., Materials Science
Peter Ministri's Franklin Resources, Inc. Experience April 2003 - March 2007
Job DirectorTax Operations at SanminaSCI
Industry Computer Software
Experience
Sanmina-SCI October 2011 - Present
Atmel Corporation June 2008 - October 2011
Informatica Corporation March 2007 - April 2008
Franklin Resources, Inc. April 2003 - March 2007
Synopsys November 2000 - March 2003
Williams-Sonoma, Inc. November 1996 - November 2000
Skills
Tax, Microsoft Excel, Financial Reporting, Accounting, Sarbanes-Oxley Act, Mergers, US GAAP, SEC Filings, Leadership, Corporate Tax, CPA, GAAP, Cross-functional Team..., Tax Accounting
Education
Golden Gate University 1993 — 1996
MS Taxation, Corporate Taxation
Villanova University 1976 — 1980
BS, Accounting
Sanmina-SCI October 2011 - Present
Atmel Corporation June 2008 - October 2011
Informatica Corporation March 2007 - April 2008
Franklin Resources, Inc. April 2003 - March 2007
Synopsys November 2000 - March 2003
Williams-Sonoma, Inc. November 1996 - November 2000
Skills
Tax, Microsoft Excel, Financial Reporting, Accounting, Sarbanes-Oxley Act, Mergers, US GAAP, SEC Filings, Leadership, Corporate Tax, CPA, GAAP, Cross-functional Team..., Tax Accounting
Education
Golden Gate University 1993 — 1996
MS Taxation, Corporate Taxation
Villanova University 1976 — 1980
BS, Accounting
Sandy Leow's Franklin Resources, Inc. Experience 2007 - 2009
Job AA to Chief Gov't & Community Rltns Officer & Admin Director of Child Health Research Institute at LPCH at Stanford
Industry Hospital & Health Care
Experience
Lucile Packard Children's Hospital April 2012 - Present
Franklin Templeton Investements May 2009 - December 2011
Franklin Templeton 2009 - December 2011
Franklin Resources, Inc. 2007 - 2009
Franklin Resources, Inc. 1996 - 2007
Franklin Resources, Inc. 1992 - 1996
Skills
Access, Project Management, Administrative..., Visio, Microsoft Excel, Customer Service, Research
Education
San Francisco State University 1986 — 1989
BS, Business - Personnel Administration & Industial Relations
Santa Barbara City College 1983 — 1986
AA, Business Administration
Lucile Packard Children's Hospital April 2012 - Present
Franklin Templeton Investements May 2009 - December 2011
Franklin Templeton 2009 - December 2011
Franklin Resources, Inc. 2007 - 2009
Franklin Resources, Inc. 1996 - 2007
Franklin Resources, Inc. 1992 - 1996
Skills
Access, Project Management, Administrative..., Visio, Microsoft Excel, Customer Service, Research
Education
San Francisco State University 1986 — 1989
BS, Business - Personnel Administration & Industial Relations
Santa Barbara City College 1983 — 1986
AA, Business Administration
Douglas Shulman's Franklin Resources, Inc. Experience September 2002 - January 2004
Job Millennium Management LLC
Industry Investment Management
Experience
Millennium Management LLC April 2014 - Present
Kinetic Partners LLP July 2013 - April 2014
Two Sigma Advisers, LLC January 2012 - June 2013
Two Sigma Investments, LLC; Two Sigma Advisers, LLC January 2008 - December 2011
Basswood Capital Management, LLC July 2005 - December 2007
Citigroup – Smith Barney, Inc. February 2004 - July 2005
Franklin Resources, Inc. September 2002 - January 2004
National Association of Securities Dealers, Inc. June 1999 - September 2002
Skills
Hedge Funds, Equities, Investment Advisers Act, Alternative Investments, Securities Regulation, FINRA, Investments, Fixed Income, Broker-Dealer, SEC, Trading, Asset Allocation, Securities
Education
Brooklyn Law School 1993 — 1996
Juris Doctor; Admited to practice law in New York
Brandeis University 1989 — 1993
Bachelor of Arts
Millennium Management LLC April 2014 - Present
Kinetic Partners LLP July 2013 - April 2014
Two Sigma Advisers, LLC January 2012 - June 2013
Two Sigma Investments, LLC; Two Sigma Advisers, LLC January 2008 - December 2011
Basswood Capital Management, LLC July 2005 - December 2007
Citigroup – Smith Barney, Inc. February 2004 - July 2005
Franklin Resources, Inc. September 2002 - January 2004
National Association of Securities Dealers, Inc. June 1999 - September 2002
Skills
Hedge Funds, Equities, Investment Advisers Act, Alternative Investments, Securities Regulation, FINRA, Investments, Fixed Income, Broker-Dealer, SEC, Trading, Asset Allocation, Securities
Education
Brooklyn Law School 1993 — 1996
Juris Doctor; Admited to practice law in New York
Brandeis University 1989 — 1993
Bachelor of Arts
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group