Franklin Templeton
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 Templeton Employees
Employee
Years
Job
Industry
Joseph Gazman Joseph Gazman's Franklin Templeton Experience September 1997 - April 1999
Job Escalation Engineer, Technical Support
Industry Computer Software
Experience
Qualys February 2009 - Present
Advantage Enterprises February 2008 - October 2008
VeriSign September 2006 - February 2008
VeriSign April 1999 - August 2006
Franklin-Templeton September 1997 - April 1999
Skills
Security, SaaS, PCI DSS, Enterprise Software, Computer Security, Cloud Computing, Network Security, Vulnerability Management, Vulnerability Assessment, Technical Support, CRM, Information Security..., Penetration Testing, SSL Certificates, Firewalls, Leadership, Qualys, Encryption, Networking, Application Security, Identity Management, Data Security, Business Continuity, CISSP, Project Management, Management, Account Management, DLP, IDS, Intrusion Detection, Cloud Security, Cross-functional Team..., Sales Operations, Microsoft Office, ISO 27001, Internet Security, IPS, NetSuite, JIRA, Burp Suite, Wireshark, SOX Compliancy, WebTrust, PKI, Remote Troubleshooting, Debugging, PCI Standards, OpenSSL, Splunk, SAML 2.0
Education
University of Liverpool 2007 — 2010
MBA
Henley Business School 2006 — 2006
Certificate
Menlo College 1998 — 2000
BA
College of San Mateo
Associate of Science (AS)
Qualys February 2009 - Present
Advantage Enterprises February 2008 - October 2008
VeriSign September 2006 - February 2008
VeriSign April 1999 - August 2006
Franklin-Templeton September 1997 - April 1999
Skills
Security, SaaS, PCI DSS, Enterprise Software, Computer Security, Cloud Computing, Network Security, Vulnerability Management, Vulnerability Assessment, Technical Support, CRM, Information Security..., Penetration Testing, SSL Certificates, Firewalls, Leadership, Qualys, Encryption, Networking, Application Security, Identity Management, Data Security, Business Continuity, CISSP, Project Management, Management, Account Management, DLP, IDS, Intrusion Detection, Cloud Security, Cross-functional Team..., Sales Operations, Microsoft Office, ISO 27001, Internet Security, IPS, NetSuite, JIRA, Burp Suite, Wireshark, SOX Compliancy, WebTrust, PKI, Remote Troubleshooting, Debugging, PCI Standards, OpenSSL, Splunk, SAML 2.0
Education
University of Liverpool 2007 — 2010
MBA
Henley Business School 2006 — 2006
Certificate
Menlo College 1998 — 2000
BA
College of San Mateo
Associate of Science (AS)
Emily Timmerman Emily Timmerman's Franklin Templeton Experience August 2013 - Present
Job Global Client Events Program Manager at Franklin Templeton
Industry Pharmaceuticals
Experience
Franklin Templeton August 2013 - Present
Franklin Templeton Investments November 2012 - Present
Global Healthcare Marketing and Communications, LLC October 2012 - November 2012
CCS Medical September 2010 - June 2012
CommGeniX March 2009 - September 2010
CommGeniX 2007 - 2009
CommGeniX 2003 - 2007
OpenNetworks March 2000 - March 2003
HealthAnswers/Cortex Communications November 1998 - March 2000
Skills
Marketing Strategy, Strategic Planning, New Business Development, Managed Care, Marketing, Marketing Communications, Account Management, Medical Devices, Business Development, Sales Management, Pharmaceutical Sales, Social Media Marketing, Healthcare, Pharmaceutical Industry, Budgets, Project Management, Product Management, Sales Operations, Business Strategy, Diabetes, Event Management, Competitive Analysis, Salesforce.com, Market Research, Global Marketing, Marketing Management, Integrated Marketing, Positioning, Strategic Partnerships, Competitive Intelligence, P&L Management, Direct Marketing, Brand Development, Trade Shows, Brand Management, Meeting Planning, Leadership, Medicare, Medicaid Managed Care, Cross-functional Team..., Program Management, Product Launch, Management, Lead Generation, Product Development, Sales, Business Planning, Product Marketing, Team Leadership, Marketing Research
Education
University of South Florida 1999 — 2000
BA, Communications
Florida State University 1996 — 2000
Communications
Florida State University 1996 — 1998
Bachelor of Arts (B.A.), Communications
Franklin Templeton August 2013 - Present
Franklin Templeton Investments November 2012 - Present
Global Healthcare Marketing and Communications, LLC October 2012 - November 2012
CCS Medical September 2010 - June 2012
CommGeniX March 2009 - September 2010
CommGeniX 2007 - 2009
CommGeniX 2003 - 2007
OpenNetworks March 2000 - March 2003
HealthAnswers/Cortex Communications November 1998 - March 2000
Skills
Marketing Strategy, Strategic Planning, New Business Development, Managed Care, Marketing, Marketing Communications, Account Management, Medical Devices, Business Development, Sales Management, Pharmaceutical Sales, Social Media Marketing, Healthcare, Pharmaceutical Industry, Budgets, Project Management, Product Management, Sales Operations, Business Strategy, Diabetes, Event Management, Competitive Analysis, Salesforce.com, Market Research, Global Marketing, Marketing Management, Integrated Marketing, Positioning, Strategic Partnerships, Competitive Intelligence, P&L Management, Direct Marketing, Brand Development, Trade Shows, Brand Management, Meeting Planning, Leadership, Medicare, Medicaid Managed Care, Cross-functional Team..., Program Management, Product Launch, Management, Lead Generation, Product Development, Sales, Business Planning, Product Marketing, Team Leadership, Marketing Research
Education
University of South Florida 1999 — 2000
BA, Communications
Florida State University 1996 — 2000
Communications
Florida State University 1996 — 1998
Bachelor of Arts (B.A.), Communications
Michelle Ou He Michelle Ou He's Franklin Templeton Experience May 1996 - December 1997
Job CEO, Concerto Networks of CyFair Houston
Industry Information Technology and Services
Experience
Concerto Networks of Cy-Fair Houston, Inc. October 2013 - Present
AXION SERVICES, LLC February 2013 - October 2013
Hewlett-Packard Company February 2003 - February 2013
Hewlett-Packard January 1998 - February 2003
Franklin Templeton May 1996 - December 1997
Skills
Financial Analysis, Financial Planning, Financial Reporting, Forecasting, Cost Accounting, Cost Analysis, Budgeting, Business Planning, Process Improvement, Project Planning, SOX, SAP, Hyperion, Variance Analysis, Financial Modeling, Analysis, Essbase, Managerial Finance, Hyperion Enterprise, Sarbanes-Oxley Act, Finance, Budgets, Management, Strategic Financial..., SharePoint, Mergers & Acquisitions, Accounting, Cost Benefit, Business Analysis
Education
San Francisco State University 1994 — 1996
MBA, Accounting & Finance
State University of New York Empire State College 1991 — 1993
B.S., Business Administration
Peking University 1986 — 1989
B.A., International Politics
Concerto Networks of Cy-Fair Houston, Inc. October 2013 - Present
AXION SERVICES, LLC February 2013 - October 2013
Hewlett-Packard Company February 2003 - February 2013
Hewlett-Packard January 1998 - February 2003
Franklin Templeton May 1996 - December 1997
Skills
Financial Analysis, Financial Planning, Financial Reporting, Forecasting, Cost Accounting, Cost Analysis, Budgeting, Business Planning, Process Improvement, Project Planning, SOX, SAP, Hyperion, Variance Analysis, Financial Modeling, Analysis, Essbase, Managerial Finance, Hyperion Enterprise, Sarbanes-Oxley Act, Finance, Budgets, Management, Strategic Financial..., SharePoint, Mergers & Acquisitions, Accounting, Cost Benefit, Business Analysis
Education
San Francisco State University 1994 — 1996
MBA, Accounting & Finance
State University of New York Empire State College 1991 — 1993
B.S., Business Administration
Peking University 1986 — 1989
B.A., International Politics
Navin Pothan Navin Pothan's Franklin Templeton Experience 2005 - 2006
Job Vice President at JP Morgan
Industry Banking
Experience
JP Morgan 2006 - Present
Franklin Templeton 2005 - 2006
Thomson Reuters 2002 - 2005
Skills
Requirements Analysis, Databases, Accounting, Policy, Executive Management, Planning, Risk Management, Mergers, Microsoft Office, Product Development, Automation, Analytics, Project Management, Banking, Financial Analysis, Team Building, Relationship Management, Corporate Finance, Software Documentation, Strategic Financial..., MIS, Forecasting, Budgets, Change Management, Business Analysis, Equities, Derivatives, SDLC, Financial Modeling, Transition Management, Capital Markets, Financial Services, BPO, Project Planning, System Administration, Data Analysis, Program Management, Team Management, Finance, Business Process..., Management, Vendor Management, Process Improvement, Outsourcing, Strategy, Investment Banking, Portfolio Management, Fixed Income, Analysis
Education
Indian School of Business
Competing on Business Analytics
Symbiosis
PGDBM, Finance & Accounting
St.Josephs College of Commerce 1997 — 2002
Bachelor of Commerce (B.Com.), Financial Accounting
St. Josephs Boys High School
ICSE
International SCRUM Institute
SCRUM Master, Project Management
PMI
Project Management Professional, Project Management
JP Morgan 2006 - Present
Franklin Templeton 2005 - 2006
Thomson Reuters 2002 - 2005
Skills
Requirements Analysis, Databases, Accounting, Policy, Executive Management, Planning, Risk Management, Mergers, Microsoft Office, Product Development, Automation, Analytics, Project Management, Banking, Financial Analysis, Team Building, Relationship Management, Corporate Finance, Software Documentation, Strategic Financial..., MIS, Forecasting, Budgets, Change Management, Business Analysis, Equities, Derivatives, SDLC, Financial Modeling, Transition Management, Capital Markets, Financial Services, BPO, Project Planning, System Administration, Data Analysis, Program Management, Team Management, Finance, Business Process..., Management, Vendor Management, Process Improvement, Outsourcing, Strategy, Investment Banking, Portfolio Management, Fixed Income, Analysis
Education
Indian School of Business
Competing on Business Analytics
Symbiosis
PGDBM, Finance & Accounting
St.Josephs College of Commerce 1997 — 2002
Bachelor of Commerce (B.Com.), Financial Accounting
St. Josephs Boys High School
ICSE
International SCRUM Institute
SCRUM Master, Project Management
PMI
Project Management Professional, Project Management
Jennifer Valdez's Franklin Templeton Experience June 1994 - May 1999
Job Senior Vice President, Sales and Account Management at SunGard
Industry Financial Services
Experience
SunGard January 2014 - Present
SunGard September 2012 - January 2014
SunGard August 2008 - August 2012
SunGard Advisor Technologies June 2003 - August 2008
London Pacific Advisors May 1999 - June 2003
Franklin Templeton June 1994 - May 1999
Skills
Product Management, Financial Services, Investments, Product Marketing, SaaS, Wealth Management, Investment Management, Business Analysis, Marketing, Requirements Analysis, Program Management, Cross-functional Team..., IT Strategy, Business Development, Strategic Financial..., Retirement, Marketing Strategy, Project Planning, CRM, Strategic Partnerships, Banking, Salesforce.com, Vendor Management, Integration, New Business Development, Sales, Project Management, Portfolio Management, Business Strategy, Insurance, Strategy, Strategic Planning, Management, Executive Management, Risk Management, Mergers & Acquisitions, Professional Services, Start-ups, Enterprise Software, Management Consulting, Process Improvement, Solution Selling, Business Process..., Outsourcing, Leadership, Relationship Management, Thought Leadership, Analytics, Securities, Cloud Computing
Education
California Polytechnic State University-San Luis Obispo 1991 — 1994
Bachelor of Science, Business Administration - Finance
SunGard January 2014 - Present
SunGard September 2012 - January 2014
SunGard August 2008 - August 2012
SunGard Advisor Technologies June 2003 - August 2008
London Pacific Advisors May 1999 - June 2003
Franklin Templeton June 1994 - May 1999
Skills
Product Management, Financial Services, Investments, Product Marketing, SaaS, Wealth Management, Investment Management, Business Analysis, Marketing, Requirements Analysis, Program Management, Cross-functional Team..., IT Strategy, Business Development, Strategic Financial..., Retirement, Marketing Strategy, Project Planning, CRM, Strategic Partnerships, Banking, Salesforce.com, Vendor Management, Integration, New Business Development, Sales, Project Management, Portfolio Management, Business Strategy, Insurance, Strategy, Strategic Planning, Management, Executive Management, Risk Management, Mergers & Acquisitions, Professional Services, Start-ups, Enterprise Software, Management Consulting, Process Improvement, Solution Selling, Business Process..., Outsourcing, Leadership, Relationship Management, Thought Leadership, Analytics, Securities, Cloud Computing
Education
California Polytechnic State University-San Luis Obispo 1991 — 1994
Bachelor of Science, Business Administration - Finance
Deep Ratna Srivastav Deep Ratna Srivastav's Franklin Templeton Experience August 2007 - September 2009
Job Head of Business Strategy, North America Advisory Services at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2013 - Present
Franklin Templeton Investments April 2012 - September 2013
Franklin Templeton Investments October 2009 - March 2012
Franklin Templeton August 2007 - September 2009
Oracle Financial Services BPO July 2006 - August 2007
Oracle Financial Services BPO April 2004 - July 2006
Genpact May 2001 - April 2003
Tata Motors July 1997 - June 1999
Skills
Business Strategy, Outsourcing, Business Development, Analytics, Management, Vendor Management, Financial Services, Leadership, Project Management, Business Intelligence, Six Sigma, Business Analysis, Strategy
Education
Indian Institute of Management, Ahmedabad 1999 — 2001
MBA, Marketing & Operations
M S University 1993 — 1997
B.E, Electronics
Franklin Templeton Investments October 2013 - Present
Franklin Templeton Investments April 2012 - September 2013
Franklin Templeton Investments October 2009 - March 2012
Franklin Templeton August 2007 - September 2009
Oracle Financial Services BPO July 2006 - August 2007
Oracle Financial Services BPO April 2004 - July 2006
Genpact May 2001 - April 2003
Tata Motors July 1997 - June 1999
Skills
Business Strategy, Outsourcing, Business Development, Analytics, Management, Vendor Management, Financial Services, Leadership, Project Management, Business Intelligence, Six Sigma, Business Analysis, Strategy
Education
Indian Institute of Management, Ahmedabad 1999 — 2001
MBA, Marketing & Operations
M S University 1993 — 1997
B.E, Electronics
Esther Mendoza Esther Mendoza's Franklin Templeton Experience 1998 - 2000
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
Office Team January 2014 - March 2014
Healthcare Partners of Nevada 2008 - 2011
Robert Half International 2007 - 2008
American Homes and Genesis Financial Mortgage 2004 - 2007
Zep Manufacturing 2001 - 2004
Franklin Templeton 1998 - 2000
Oceanic 1996 - 1998
Pacific Coast Service Company 1989 - 1996
Skills
Communication, Interpersonal Skill, Flexibility, Close Attention to..., Hard-worker, Customer Service, Reliable, Cash Sales, Accounting, Time Management, organizational skills, negotiating skills, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, MS Project, Visio, Problem Solving, Analytical Skills, QuickBooks, Peachtree, Multi Tasking, Ultipro, Ceridian, Misys, Purchasing, Spreadsheets, Budgets, Recruiting, Medical Records, 10 Key
Education
Heald College-Hayward 1999 — 2001
Associate's degree, Business Software Application
Office Team January 2014 - March 2014
Healthcare Partners of Nevada 2008 - 2011
Robert Half International 2007 - 2008
American Homes and Genesis Financial Mortgage 2004 - 2007
Zep Manufacturing 2001 - 2004
Franklin Templeton 1998 - 2000
Oceanic 1996 - 1998
Pacific Coast Service Company 1989 - 1996
Skills
Communication, Interpersonal Skill, Flexibility, Close Attention to..., Hard-worker, Customer Service, Reliable, Cash Sales, Accounting, Time Management, organizational skills, negotiating skills, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, MS Project, Visio, Problem Solving, Analytical Skills, QuickBooks, Peachtree, Multi Tasking, Ultipro, Ceridian, Misys, Purchasing, Spreadsheets, Budgets, Recruiting, Medical Records, 10 Key
Education
Heald College-Hayward 1999 — 2001
Associate's degree, Business Software Application
Patricia Gordon's Franklin Templeton Experience April 1994 - November 2006
Job Senior Business Analyst at PricewaterhouseCoopers
Industry Information Technology and Services
Experience
PwC November 2006 - Present
Franklin Templeton April 1994 - November 2006
Franklin Templeton Investments 1994 - 2006
Skills
Business Analysis, SDLC, Requirements Gathering, Business Requirements, Requirements Analysis, Business Process, PMO, Business Process..., Visio, IT Strategy, Process Improvement, Software Project..., Leadership, Business Intelligence, Stakeholder Management, Testing, Business Process Design, PMP
Education
Florida State University 1991 — 1993
PwC November 2006 - Present
Franklin Templeton April 1994 - November 2006
Franklin Templeton Investments 1994 - 2006
Skills
Business Analysis, SDLC, Requirements Gathering, Business Requirements, Requirements Analysis, Business Process, PMO, Business Process..., Visio, IT Strategy, Process Improvement, Software Project..., Leadership, Business Intelligence, Stakeholder Management, Testing, Business Process Design, PMP
Education
Florida State University 1991 — 1993
Merlin Love's Franklin Templeton Experience 2002 - 2004
Job Director, Global Sales and Channel Strategies at 3D Robotics
Industry Consumer Electronics
Experience
3D Robotics May 2015 - Present
AVAD LLC July 2013 - May 2015
AVAD August 2010 - June 2013
AVAD Canada, LTD. August 2007 - August 2010
AVAD, LLC. April 2004 - August 2007
Franklin Templeton 2002 - 2004
JPM June 2000 - July 2002
Delta PC 2000 - 2000
Skills
Graphic Design, Computer Networking, Consumer Electronics, Copywriting, Creative Writing, Social Media Marketing, Online Marketing, Digital Signage, Home Theater, Sales Management, International Sales, Negotiation, Sales Operations, Graphic Arts, Sales Campaigns, Telephone Skills, Telemarketing, Computer Hardware, Computer Repair, Home Automation, Lighting Control, Lighting Design, Canada, Microsoft Technologies, HTML + CSS, CMS, Data Analysis, Excel, Sales Excellence, Report Writing, Report Generation, Microsoft Excel, Networking, Online Advertising, B2B, New Business Development, Management, Project Management, Selling, Account Management, Training, Integration, AV, Customer Service, Competitive Analysis, Strategic Planning, Team Building, Sales Process, Sales Presentations, Business Development
Education
Arizona State University 2011 — 2014
Bachelor of Arts (B.A.), English Language and Literature, General
Sacramento City College 2006 — 2008
General Study
3D Robotics May 2015 - Present
AVAD LLC July 2013 - May 2015
AVAD August 2010 - June 2013
AVAD Canada, LTD. August 2007 - August 2010
AVAD, LLC. April 2004 - August 2007
Franklin Templeton 2002 - 2004
JPM June 2000 - July 2002
Delta PC 2000 - 2000
Skills
Graphic Design, Computer Networking, Consumer Electronics, Copywriting, Creative Writing, Social Media Marketing, Online Marketing, Digital Signage, Home Theater, Sales Management, International Sales, Negotiation, Sales Operations, Graphic Arts, Sales Campaigns, Telephone Skills, Telemarketing, Computer Hardware, Computer Repair, Home Automation, Lighting Control, Lighting Design, Canada, Microsoft Technologies, HTML + CSS, CMS, Data Analysis, Excel, Sales Excellence, Report Writing, Report Generation, Microsoft Excel, Networking, Online Advertising, B2B, New Business Development, Management, Project Management, Selling, Account Management, Training, Integration, AV, Customer Service, Competitive Analysis, Strategic Planning, Team Building, Sales Process, Sales Presentations, Business Development
Education
Arizona State University 2011 — 2014
Bachelor of Arts (B.A.), English Language and Literature, General
Sacramento City College 2006 — 2008
General Study
Julio Quintanilla Julio Quintanilla's Franklin Templeton Experience January 1998 - July 1999
Job Retail Sales Manager at Ritmo Latino Wireless (TMobile)
Industry Telecommunications
Experience
Uhaul Self Storage January 2015 - Present
Ritmo Latino Wireless (T-Mobile) February 2013 - December 2014
Verizon Wireless April 2001 - January 2012
NightlifeEvents.com March 2000 - January 2011
Franklin Templeton January 1998 - July 1999
Skills
Team Leadership, Operations Management, Marketing Management, Outlook, Sales Management, Team Building, Business Excellence, Building High..., Financial Analysis, Leadership Development, Retail Sales, Quota Achievement, Success Driven, Microsoft Word, Microsoft Excel, PowerPoint, Vision, Leadership, Management, Marketing, Sales, Driving Sales...
Education
Skyline College 1993 — 1997
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
City College of San Francisco 1994 — 1996
Uhaul Self Storage January 2015 - Present
Ritmo Latino Wireless (T-Mobile) February 2013 - December 2014
Verizon Wireless April 2001 - January 2012
NightlifeEvents.com March 2000 - January 2011
Franklin Templeton January 1998 - July 1999
Skills
Team Leadership, Operations Management, Marketing Management, Outlook, Sales Management, Team Building, Business Excellence, Building High..., Financial Analysis, Leadership Development, Retail Sales, Quota Achievement, Success Driven, Microsoft Word, Microsoft Excel, PowerPoint, Vision, Leadership, Management, Marketing, Sales, Driving Sales...
Education
Skyline College 1993 — 1997
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
City College of San Francisco 1994 — 1996
Sergio Montes Sergio Montes's Franklin Templeton Experience July 2006 - May 2007
Job CFO at Forse Inc (Real Estate Investment & Development)
Industry Real Estate
Experience
Forse Inc (Real Estate Investment & Development) June 2014 - Present
MABA SAS May 2011 - May 2014
Media Consulting, Inc October 2008 - May 2011
Herefordshire Investments May 2007 - September 2008
Franklin Templeton July 2006 - May 2007
Merrill Lynch June 2005 - August 2005
Habitat Developments May 2005 - August 2005
Skills
Finance, Financial Analysis, Forecasting, Budgets, Management, Accounting, Investments, Portfolio Management, CRM, Accounts Receivable, Accounts Payable, Cash Flow, Sales, Negotiation, QuickBooks, Financial Modeling, Risk Management, Valuation, Financial Risk
Education
University of Florida 2002 — 2006
BS, Business Administration, Finance Major; Finance and Entrepreneurship
Korea University 2005 — 2006
Forse Inc (Real Estate Investment & Development) June 2014 - Present
MABA SAS May 2011 - May 2014
Media Consulting, Inc October 2008 - May 2011
Herefordshire Investments May 2007 - September 2008
Franklin Templeton July 2006 - May 2007
Merrill Lynch June 2005 - August 2005
Habitat Developments May 2005 - August 2005
Skills
Finance, Financial Analysis, Forecasting, Budgets, Management, Accounting, Investments, Portfolio Management, CRM, Accounts Receivable, Accounts Payable, Cash Flow, Sales, Negotiation, QuickBooks, Financial Modeling, Risk Management, Valuation, Financial Risk
Education
University of Florida 2002 — 2006
BS, Business Administration, Finance Major; Finance and Entrepreneurship
Korea University 2005 — 2006
Raymond K Yu, MBA, CISA Raymond K Yu, MBA, CISA's Franklin Templeton Experience October 1999 - May 2001
Job Senior Manager at Cheiron Consulting
Industry Management Consulting
Experience
Cheiron Consulting July 2009 - Present
CRC Results (BDO Seidman Alliance) September 2006 - July 2009
Altran Control Solutions June 2003 - September 2006
Franklin Templeton October 1999 - May 2001
SCI International January 1993 - May 1996
Skills
Internal Controls, Accounting, Due Diligence, Risk Management, Internal Audit, IFRS, Finance, US GAAP, Analysis, Auditing, Governance
Education
Davenport University
MBA, Strategic Management and Finance
Information Systems Audit and Control Association (ISACA)
CISA, Certified Information Systems Auditor
San Francisco State University
BBA, International Business Studies in Finance and Marketing
Cheiron Consulting July 2009 - Present
CRC Results (BDO Seidman Alliance) September 2006 - July 2009
Altran Control Solutions June 2003 - September 2006
Franklin Templeton October 1999 - May 2001
SCI International January 1993 - May 1996
Skills
Internal Controls, Accounting, Due Diligence, Risk Management, Internal Audit, IFRS, Finance, US GAAP, Analysis, Auditing, Governance
Education
Davenport University
MBA, Strategic Management and Finance
Information Systems Audit and Control Association (ISACA)
CISA, Certified Information Systems Auditor
San Francisco State University
BBA, International Business Studies in Finance and Marketing
Jonathan Molina Jonathan Molina's Franklin Templeton Experience January 2006 - December 2007
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2008 - Present
Franklin Templeton January 2006 - December 2007
Skills
Microsoft Word, Microsoft Excel, Outlook, Banking, Financial Analysis, Analysis, PowerPoint, Finance, Financial Modeling, Fixed Income, Investments, Risk Management, Series 7
Education
Florida Atlantic University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance
Francis Lewis High School 1996 — 2000
Law
Merrill Lynch January 2008 - Present
Franklin Templeton January 2006 - December 2007
Skills
Microsoft Word, Microsoft Excel, Outlook, Banking, Financial Analysis, Analysis, PowerPoint, Finance, Financial Modeling, Fixed Income, Investments, Risk Management, Series 7
Education
Florida Atlantic University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance
Francis Lewis High School 1996 — 2000
Law
Jorge Ferreira Da Silva Jorge Ferreira Da Silva's Franklin Templeton Experience September 2000 - April 2006
Job Market Manager
Industry Retail
Experience
Service Corporation International 2010 - 2015
Service Corporation International October 2006 - April 2010
Service Corporation International April 2006 - September 2006
Franklin Templeton September 2000 - April 2006
Activalores SA September 1997 - September 1998
Citibank NA May 1996 - August 1997
Fincor SA July 1995 - September 1995
Skills
Sales Management, Marketing Strategy, Operating Budgets, Microsoft Excel, Microsoft Word, Outlook, Operations Management, Multilingual, Project Coordination, Strategic Financial..., Budgets, Customer Service, Team Leadership, Team Building, Forecasting, Management, Coaching, Leadership, Leadership Development, Sales, Competitive Analysis, Marketing, Market Research, Strategic Planning, Project Management, Finance, Customer Satisfaction, Accounting, Recruiting, New Business Development, Negotiation, Training, Business Planning, Account Management, Direct Sales, Sales Operations, Business Development, Sales Presentations, Customer Retention, Cold Calling, Contract Negotiation, Selling, Small Business, Sales Process, B2B, Strategy, Event Planning, Public Speaking, CRM, Event Management
Education
Nova Southeastern University 1998 — 1999
MBA, Business
Universidad Metropolitana (VE) 1990 — 1997
B.S., Business Management Major
UE Liceo Militar Monsenor Arias 1986 — 1989
High School, Sciences, High School Diploma
Service Corporation International 2010 - 2015
Service Corporation International October 2006 - April 2010
Service Corporation International April 2006 - September 2006
Franklin Templeton September 2000 - April 2006
Activalores SA September 1997 - September 1998
Citibank NA May 1996 - August 1997
Fincor SA July 1995 - September 1995
Skills
Sales Management, Marketing Strategy, Operating Budgets, Microsoft Excel, Microsoft Word, Outlook, Operations Management, Multilingual, Project Coordination, Strategic Financial..., Budgets, Customer Service, Team Leadership, Team Building, Forecasting, Management, Coaching, Leadership, Leadership Development, Sales, Competitive Analysis, Marketing, Market Research, Strategic Planning, Project Management, Finance, Customer Satisfaction, Accounting, Recruiting, New Business Development, Negotiation, Training, Business Planning, Account Management, Direct Sales, Sales Operations, Business Development, Sales Presentations, Customer Retention, Cold Calling, Contract Negotiation, Selling, Small Business, Sales Process, B2B, Strategy, Event Planning, Public Speaking, CRM, Event Management
Education
Nova Southeastern University 1998 — 1999
MBA, Business
Universidad Metropolitana (VE) 1990 — 1997
B.S., Business Management Major
UE Liceo Militar Monsenor Arias 1986 — 1989
High School, Sciences, High School Diploma
Alison Schatz, CFA's Franklin Templeton Experience January 2002 - December 2009
Job Investment Management | Equity Portfolio Manager | Analyst | Financial Services |
Industry Investment Management
Experience
Innovative Energy Solutions LLC January 2012 - August 2012
Franklin Templeton January 2002 - December 2009
Franklin Templeton/Fiduciary Trust December 1990 - December 2002
Skills
Equities, Portfolio Management, Asset Management, Small and Mid Cap stocks, Financial Modeling, Due Diligence, Alternative Energy, Finance, Securities, Management Consulting, Strategy, Analysis, Bloomberg, Equity Research
Education
Boston University - School of Management
BSBA, Double-Major, Finance and Management Information Systems
Innovative Energy Solutions LLC January 2012 - August 2012
Franklin Templeton January 2002 - December 2009
Franklin Templeton/Fiduciary Trust December 1990 - December 2002
Skills
Equities, Portfolio Management, Asset Management, Small and Mid Cap stocks, Financial Modeling, Due Diligence, Alternative Energy, Finance, Securities, Management Consulting, Strategy, Analysis, Bloomberg, Equity Research
Education
Boston University - School of Management
BSBA, Double-Major, Finance and Management Information Systems
Rob Cranshaw's Franklin Templeton Experience 2005 - Present
Job IT Manager at Franklin Templeton
Industry Financial Services
Experience
Franklin Templeton 2005 - Present
Mckesson 1995 - 2005
1st NationWide Bank 1986 - 1995
Bechtel January 1983 - July 1986
Skills
ITIL, Disaster Recovery, Business Analysis, Service Delivery, Change Management, IT Strategy, IT Management, Management, IT Service Management, Problem Management, Process Improvement, Leadership, Enterprise Software, Strategy, SDLC, Vendor Management
Education
Golden Gate University 2013 — 2017
Bachelor of Arts in Management (BA.MGMT), Business Administration and Management, General
ITIL Pink-Elephant Corp 2007 — 2007
Certification, ITIL Service Support Process
Golden Gate University 1993 — 1997
Certificate of Completion, Business Computer Information Systems
Skyline College 1987 — 1989
AA, General
Heald College 1987 — 1987
AAEE, Associate of Applied Science Electronic Engineering Technology
Heald College 1984 — 1987
Diploma, Electronic Computer Technology
Franklin Templeton 2005 - Present
Mckesson 1995 - 2005
1st NationWide Bank 1986 - 1995
Bechtel January 1983 - July 1986
Skills
ITIL, Disaster Recovery, Business Analysis, Service Delivery, Change Management, IT Strategy, IT Management, Management, IT Service Management, Problem Management, Process Improvement, Leadership, Enterprise Software, Strategy, SDLC, Vendor Management
Education
Golden Gate University 2013 — 2017
Bachelor of Arts in Management (BA.MGMT), Business Administration and Management, General
ITIL Pink-Elephant Corp 2007 — 2007
Certification, ITIL Service Support Process
Golden Gate University 1993 — 1997
Certificate of Completion, Business Computer Information Systems
Skyline College 1987 — 1989
AA, General
Heald College 1987 — 1987
AAEE, Associate of Applied Science Electronic Engineering Technology
Heald College 1984 — 1987
Diploma, Electronic Computer Technology
Shibley Ahmed Shibley Ahmed's Franklin Templeton Experience 2001 - 2006
Job Senior IT Consultant at CLS Group
Industry Information Technology and Services
Experience
CLS Group 2013 - Present
Sumitomo Mitsui Trust Bank (U.S.A.) Limited 2006 - 2012
Franklin Templeton 2001 - 2006
J.P. Morgan 1997 - 2001
Skills
Analysis, Banking, Business Analysis, Business Requirements, Financial Services, Information Technology, Middleware, SWIFT payments, Testing, Requirements Gathering, Requirements Analysis, Quality Assurance
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 2000
BBA, Finance, General
CLS Group 2013 - Present
Sumitomo Mitsui Trust Bank (U.S.A.) Limited 2006 - 2012
Franklin Templeton 2001 - 2006
J.P. Morgan 1997 - 2001
Skills
Analysis, Banking, Business Analysis, Business Requirements, Financial Services, Information Technology, Middleware, SWIFT payments, Testing, Requirements Gathering, Requirements Analysis, Quality Assurance
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 2000
BBA, Finance, General
Cindy (Bash) Imber, HRIP, SPHR Cindy (Bash) Imber, HRIP, SPHR's Franklin Templeton Experience July 1995 - June 1997
Job Sr. Manager, Global HR Applications at Columbia Sportswear
Industry Human Resources
Experience
Columbia Sportswear January 2008 - Present
Franklin Templeton Investments June 2005 - January 2008
KLA-Tencor March 2005 - June 2005
. December 2003 - December 2004
Genentech June 1997 - November 2003
Franklin Templeton July 1995 - June 1997
Skills
PeopleSoft, HRIS, Project Implementation, SaaS, SuccessFactors, HR Solutions, Project Planning, Taleo, SQL, HRIS Database Management, Change Management, ADP Payforce, Onboarding, Applicant Tracking..., Performance Management, Management, Human Resources, Recruiting, Process Improvement, Business Analysis, CRM, Talent Management, Leadership
Education
Portland State University 2009 — 2011
Human Resources Management Certificate
California Polytechnic State University-San Luis Obispo 1990 — 1995
BS, Management Information Systems
Columbia Sportswear January 2008 - Present
Franklin Templeton Investments June 2005 - January 2008
KLA-Tencor March 2005 - June 2005
. December 2003 - December 2004
Genentech June 1997 - November 2003
Franklin Templeton July 1995 - June 1997
Skills
PeopleSoft, HRIS, Project Implementation, SaaS, SuccessFactors, HR Solutions, Project Planning, Taleo, SQL, HRIS Database Management, Change Management, ADP Payforce, Onboarding, Applicant Tracking..., Performance Management, Management, Human Resources, Recruiting, Process Improvement, Business Analysis, CRM, Talent Management, Leadership
Education
Portland State University 2009 — 2011
Human Resources Management Certificate
California Polytechnic State University-San Luis Obispo 1990 — 1995
BS, Management Information Systems
Thomas Penman Thomas Penman's Franklin Templeton Experience 2013 - Present
Job HR Shared Service Customer Support Advisor at Corporate Brokers
Industry Financial Services
Experience
Corporate Brokers October 2014 - Present
Franklin Templeton Investments May 2013 - Present
Franklin Templeton 2013 - Present
Bluegreen Vacations December 2012 - April 2013
Saks Fifth Avenue January 2011 - November 2012
Law Office of Nancy L Cavey July 2010 - December 2010
Journeys May 2009 - August 2009
Skills
Training, Visual Merchandising, Merchandising, Loss Prevention, Retail Sales, Cash Flow, Customer Service
Education
St. Petersburg College 2012 — 2012
Certificate in management and leadership, Business Administration and Management, General
Indiana University Bloomington 2005 — 2009
Bachelors of Science, Human Resources, Ballet
Corporate Brokers October 2014 - Present
Franklin Templeton Investments May 2013 - Present
Franklin Templeton 2013 - Present
Bluegreen Vacations December 2012 - April 2013
Saks Fifth Avenue January 2011 - November 2012
Law Office of Nancy L Cavey July 2010 - December 2010
Journeys May 2009 - August 2009
Skills
Training, Visual Merchandising, Merchandising, Loss Prevention, Retail Sales, Cash Flow, Customer Service
Education
St. Petersburg College 2012 — 2012
Certificate in management and leadership, Business Administration and Management, General
Indiana University Bloomington 2005 — 2009
Bachelors of Science, Human Resources, Ballet
Laura Brewer Laura Brewer's Franklin Templeton Experience April 1999 - January 2013
Job Engineer Infrastructure Messaging at Franklin Templeton Investments
Industry Computer Networking
Experience
Franklin Templeton Investments January 2013 - Present
Franklin Templeton Investments April 1999 - January 2013
Franklin Templeton April 1999 - January 2013
Franklin Temmpleton 1999 - 2013
Franklin Templeton Inv April 1999 - September 2008
SAIC May 1995 - April 1999
Skills
Active Directory, Permissions, Data Analysis, Databases, Network Administration, Problem Solving, Access, Microsoft Excel, Applications, VMS, Mathematics, Microsoft Exchange, Customer Service, DHCP, Business Objects, IT Operations, BMC Remedy, Remote Access, Visio, Solaris, ITIL, VMware, Business Analysis, Performance Tuning, SDLC, Unix, Data Center, SQL, Business Continuity, Network Security, Vendor Management, Analysis, Business Intelligence, Incident Management, Operating Systems
Education
California State University-Sacramento 1985 — 1991
Bachelor of Arts (B.A.), Mathematics
Franklin Templeton Investments January 2013 - Present
Franklin Templeton Investments April 1999 - January 2013
Franklin Templeton April 1999 - January 2013
Franklin Temmpleton 1999 - 2013
Franklin Templeton Inv April 1999 - September 2008
SAIC May 1995 - April 1999
Skills
Active Directory, Permissions, Data Analysis, Databases, Network Administration, Problem Solving, Access, Microsoft Excel, Applications, VMS, Mathematics, Microsoft Exchange, Customer Service, DHCP, Business Objects, IT Operations, BMC Remedy, Remote Access, Visio, Solaris, ITIL, VMware, Business Analysis, Performance Tuning, SDLC, Unix, Data Center, SQL, Business Continuity, Network Security, Vendor Management, Analysis, Business Intelligence, Incident Management, Operating Systems
Education
California State University-Sacramento 1985 — 1991
Bachelor of Arts (B.A.), Mathematics
David Tsutsumi David Tsutsumi's Franklin Templeton Experience August 1993 - August 1996
Job Corporate Development Exec. | Finance & Strategic Analysis | M&A ● Sourcing ● Valuation ● Negotiation ● Partnerships
Industry Financial Services
Experience
ITOCHU International Inc. November 2006 - February 2015
Stonecroft Capital March 2002 - November 2006
Kaufman Bros May 2004 - October 2005
Royal Bank of Canada February 2001 - March 2002
SciQuest August 1999 - October 2000
Alliant Partners August 1996 - August 1999
Franklin Templeton August 1993 - August 1996
Skills
Strategy, Mergers, Due Diligence, Valuation, Start-ups, Financial Analysis, Private Equity, Business Development, Strategic Partnerships, Investments, Corporate Development, M&A analysis, Market Research, Company Research, Negotiation, Supply Agreements, IPO, Sourcing, Asset Analysis, Budgeting, Technology, Start Up, Discounted Cash Flow, Public Company..., Related M&A Transactions, Accretion
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Business Administration
Golden Gate University
MS, Corporate Finance
San Jose State University
BA, Advertising
ITOCHU International Inc. November 2006 - February 2015
Stonecroft Capital March 2002 - November 2006
Kaufman Bros May 2004 - October 2005
Royal Bank of Canada February 2001 - March 2002
SciQuest August 1999 - October 2000
Alliant Partners August 1996 - August 1999
Franklin Templeton August 1993 - August 1996
Skills
Strategy, Mergers, Due Diligence, Valuation, Start-ups, Financial Analysis, Private Equity, Business Development, Strategic Partnerships, Investments, Corporate Development, M&A analysis, Market Research, Company Research, Negotiation, Supply Agreements, IPO, Sourcing, Asset Analysis, Budgeting, Technology, Start Up, Discounted Cash Flow, Public Company..., Related M&A Transactions, Accretion
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Business Administration
Golden Gate University
MS, Corporate Finance
San Jose State University
BA, Advertising
Bob Halloran Bob Halloran's Franklin Templeton Experience 1992 - 1996
Job Marketing Director at VHDA
Industry Financial Services
Experience
VHDA April 2003 - Present
PIMCO 1998 - 2000
Franklin Templeton 1992 - 1996
Skills
Social Media Marketing, Marketing, Social Media, Marketing Communications, Public Relations, Market Research, Marketing Strategy, Advertising, Event Planning, Copywriting, Strategic Planning, Social Networking, SEO, Google Analytics, Newsletters, Media Relations, Facebook, Vendor Management, Leadership, B2B
Education
University of San Francisco 1995 — 1996
none
California State University-Sacramento 1985 — 1989
B.S., marketing
VHDA April 2003 - Present
PIMCO 1998 - 2000
Franklin Templeton 1992 - 1996
Skills
Social Media Marketing, Marketing, Social Media, Marketing Communications, Public Relations, Market Research, Marketing Strategy, Advertising, Event Planning, Copywriting, Strategic Planning, Social Networking, SEO, Google Analytics, Newsletters, Media Relations, Facebook, Vendor Management, Leadership, B2B
Education
University of San Francisco 1995 — 1996
none
California State University-Sacramento 1985 — 1989
B.S., marketing
Lisa Windman Lisa Windman's Franklin Templeton Experience February 2002 - August 2002
Job Client Services Associate at Appropriate Balance Financial Services
Industry
Experience
Appropriate Balance Financial Services January 2012 - Present
. June 2003 - October 2011
First Technology Credit Union December 2002 - June 2003
Franklin Templeton February 2002 - August 2002
Franklin Templeton April 2000 - February 2002
Franklin Templeton February 1998 - April 2000
Weir Brothers Custom Homes January 1996 - January 1997
Bank of America February 1992 - March 1996
Education
California State University-Chico
Bachelor of Arts, Speech Pathology & Audiology
Palomar College
Associates of Arts, Liberal Arts
Appropriate Balance Financial Services January 2012 - Present
. June 2003 - October 2011
First Technology Credit Union December 2002 - June 2003
Franklin Templeton February 2002 - August 2002
Franklin Templeton April 2000 - February 2002
Franklin Templeton February 1998 - April 2000
Weir Brothers Custom Homes January 1996 - January 1997
Bank of America February 1992 - March 1996
Education
California State University-Chico
Bachelor of Arts, Speech Pathology & Audiology
Palomar College
Associates of Arts, Liberal Arts
Philip Farinella Philip Farinella's Franklin Templeton Experience July 1997 - January 1999
Job Director, Channel Marketing Strategy at Principal Funds
Industry Financial Services
Experience
Principal Funds March 2013 - Present
Principal Funds June 2008 - March 2013
Principal Funds June 2005 - June 2008
E*TRADE Financial Corporation January 1999 - June 2005
Franklin Templeton July 1997 - January 1999
Skills
Process Improvement, Team Building, Leadership, Strategy, Analytics, Marketing, Financial Services, Investments, Mutual Funds, Strategic Planning, Project Management, Product Management, Management, Marketing Strategy, Business Planning, Team Leadership
Education
California Polytechnic State University-San Luis Obispo
B.S., Agricultural Business, Finance
University of California, Davis - Graduate School of Management
M.B.A., Finance & Strategic Management
Principal Funds March 2013 - Present
Principal Funds June 2008 - March 2013
Principal Funds June 2005 - June 2008
E*TRADE Financial Corporation January 1999 - June 2005
Franklin Templeton July 1997 - January 1999
Skills
Process Improvement, Team Building, Leadership, Strategy, Analytics, Marketing, Financial Services, Investments, Mutual Funds, Strategic Planning, Project Management, Product Management, Management, Marketing Strategy, Business Planning, Team Leadership
Education
California Polytechnic State University-San Luis Obispo
B.S., Agricultural Business, Finance
University of California, Davis - Graduate School of Management
M.B.A., Finance & Strategic Management
Ben Calvin Ben Calvin's Franklin Templeton Experience June 2004 - Present
Job Principal Application Developer at Franklin Templeton
Industry Financial Services
Experience
Franklin Templeton June 2004 - Present
The Sackett Group, Inc. (Legal MacPac) 2003 - 2004
RCM Capital Management LLC 1991 - 2002
Southern California Edison 1982 - 1987
Skills
Document Automation, Enterprise Content..., Business Analysis, Requirements Analysis, SDLC, Project Management, Software Project..., Integration, Requirements Gathering, Software Documentation, Business Process, Process Improvement, SQL, IT Strategy, Enterprise Architecture, Microsoft SQL Server, Analysis, Change Management, Management, SharePoint, Visio, MS Project, Vendor Management
Education
Orange Coast College 1975 — 1980
Franklin Templeton June 2004 - Present
The Sackett Group, Inc. (Legal MacPac) 2003 - 2004
RCM Capital Management LLC 1991 - 2002
Southern California Edison 1982 - 1987
Skills
Document Automation, Enterprise Content..., Business Analysis, Requirements Analysis, SDLC, Project Management, Software Project..., Integration, Requirements Gathering, Software Documentation, Business Process, Process Improvement, SQL, IT Strategy, Enterprise Architecture, Microsoft SQL Server, Analysis, Change Management, Management, SharePoint, Visio, MS Project, Vendor Management
Education
Orange Coast College 1975 — 1980
Paul Seary, CFA Paul Seary, CFA's Franklin Templeton Experience May 2002 - December 2006
Job Vice President Portfolio Manager at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2014 - Present
Goldman Sachs November 2009 - Present
Halbis Capital Management December 2006 - November 2009
Franklin Templeton May 2002 - December 2006
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Bloomberg, Yieldbook, Barclays Point, Callan PEP, Mercer MPA, eVestment Alliance, Alternative Investments, Asset Management, Asset Allocation, Derivatives, Credit, Due Diligence, Emerging Markets, Financial Modeling, Financial Risk, Equities, Financial Services, Fixed Income, Fund Of Funds, High Yield, Hedge Funds, Investment Management, Investments, Marketing, Mutual Funds, Performance Attribution, Prime Brokerage, Portfolio Management, Product Management, Risk Management, Sales, Strategy, Analysis, Investment Strategies, Management, Capital Markets
Education
Binghamton University 1997 — 2001
BS, Financial Economics
Goldman Sachs January 2014 - Present
Goldman Sachs November 2009 - Present
Halbis Capital Management December 2006 - November 2009
Franklin Templeton May 2002 - December 2006
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Bloomberg, Yieldbook, Barclays Point, Callan PEP, Mercer MPA, eVestment Alliance, Alternative Investments, Asset Management, Asset Allocation, Derivatives, Credit, Due Diligence, Emerging Markets, Financial Modeling, Financial Risk, Equities, Financial Services, Fixed Income, Fund Of Funds, High Yield, Hedge Funds, Investment Management, Investments, Marketing, Mutual Funds, Performance Attribution, Prime Brokerage, Portfolio Management, Product Management, Risk Management, Sales, Strategy, Analysis, Investment Strategies, Management, Capital Markets
Education
Binghamton University 1997 — 2001
BS, Financial Economics
Kay Marinari Kay Marinari's Franklin Templeton Experience October 2005 - June 2007
Job Tax Assistant at Pinellas County Tax Collector
Industry Staffing and Recruiting
Experience
Pinellas County Tax Collector February 2010 - Present
Kelly Services November 2009 - March 2010
Ceridian Corporation May 2009 - November 2009
Kelly Services January 2009 - May 2009
Freedom Scientific July 2007 - September 2008
Franklin Templeton October 2005 - June 2007
Verizon March 2003 - September 2005
Education
Florida Metropolitan University 2003 — 2006
MBA, Business
Pinellas County Tax Collector February 2010 - Present
Kelly Services November 2009 - March 2010
Ceridian Corporation May 2009 - November 2009
Kelly Services January 2009 - May 2009
Freedom Scientific July 2007 - September 2008
Franklin Templeton October 2005 - June 2007
Verizon March 2003 - September 2005
Education
Florida Metropolitan University 2003 — 2006
MBA, Business
Kimala'e Smith Kimala'e Smith's Franklin Templeton Experience February 2002 - March 2006
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Adept Consumer Testing July 2006 - November 2007
Gap Inc October 2005 - April 2006
Franklin Templeton February 2002 - March 2006
Skills
PowerPoint, Marketing, Time Management, Customer Service, Outlook, Social Media, Social Networking
Education
Bellevue University 2002 — 2006
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Heald College
Associates of Science, Business Administration
Adept Consumer Testing July 2006 - November 2007
Gap Inc October 2005 - April 2006
Franklin Templeton February 2002 - March 2006
Skills
PowerPoint, Marketing, Time Management, Customer Service, Outlook, Social Media, Social Networking
Education
Bellevue University 2002 — 2006
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Heald College
Associates of Science, Business Administration
Paul Ames Paul Ames's Franklin Templeton Experience September 2007 - Present
Job VP Global Consultant Relations at Franklin Templeton
Industry Investment Management
Experience
Franklin Templeton September 2007 - Present
New York Life Investment Management January 2006 - September 2007
Yanni Partners - A Division of GBS Investment Consulting, LLC 2003 - 2005
Skills
Alternative Investments, Asset Allocation, Asset Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2000 — 2002
Masters in Business Administration, Finance
Bryant University
Bachelor of Science, Finance
Gannon
Gannon
Franklin Templeton September 2007 - Present
New York Life Investment Management January 2006 - September 2007
Yanni Partners - A Division of GBS Investment Consulting, LLC 2003 - 2005
Skills
Alternative Investments, Asset Allocation, Asset Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2000 — 2002
Masters in Business Administration, Finance
Bryant University
Bachelor of Science, Finance
Gannon
Gannon
Lou Unkeless Lou Unkeless's Franklin Templeton Experience January 2007 - February 2009
Job President, Digital Marketing Agency and part time VP Marketing/Sales to midsized companies.
Industry Internet
Experience
WSI--We Simplify Internet Marketing April 2009 - Present
Albie Aware Breast Cancer Foundation September 2012 - September 2014
Coupa Software March 2007 - December 2011
Franklin Templeton January 2007 - February 2009
Ariba December 2003 - September 2006
DataSweep, Inc May 2002 - December 2003
Agile Software August 2001 - May 2002
i2 Technologies July 2000 - August 2001
Oracle Corp. June 1997 - July 2000
Macola, Inc. December 1993 - June 1997
Skills
Search Engine..., Internet Marketing, Social Media Marketing, Strategic Marketing, Mobile Marketing, Online Advertising, Email Marketing, Website Development, Website Redesign, Google Adwords, Google Maps, Google Analytics, Digital Marketing, Logo Design, Online Marketing, Press Releases, SEO, SEO copywriting, Social Media, Social Networking Sites, Web Marketing, Marketing Strategy, Web Design, Product Marketing, Strategy, Salesforce.com, Product Management, SEM, Business Development, Enterprise Software, SaaS, Integrated Marketing, Start-ups, B2B, Market Research, Marketing, Marketing Management, Web Analytics, CRM, PPC, Lead Generation, Advertising, Go-to-market Strategy, Competitive Analysis
Education
California Polytechnic State University-San Luis Obispo 1977 — 1981
BSBA, Finance, accounting, business
St. Mary's College of California
Executive MBA
WSI--We Simplify Internet Marketing April 2009 - Present
Albie Aware Breast Cancer Foundation September 2012 - September 2014
Coupa Software March 2007 - December 2011
Franklin Templeton January 2007 - February 2009
Ariba December 2003 - September 2006
DataSweep, Inc May 2002 - December 2003
Agile Software August 2001 - May 2002
i2 Technologies July 2000 - August 2001
Oracle Corp. June 1997 - July 2000
Macola, Inc. December 1993 - June 1997
Skills
Search Engine..., Internet Marketing, Social Media Marketing, Strategic Marketing, Mobile Marketing, Online Advertising, Email Marketing, Website Development, Website Redesign, Google Adwords, Google Maps, Google Analytics, Digital Marketing, Logo Design, Online Marketing, Press Releases, SEO, SEO copywriting, Social Media, Social Networking Sites, Web Marketing, Marketing Strategy, Web Design, Product Marketing, Strategy, Salesforce.com, Product Management, SEM, Business Development, Enterprise Software, SaaS, Integrated Marketing, Start-ups, B2B, Market Research, Marketing, Marketing Management, Web Analytics, CRM, PPC, Lead Generation, Advertising, Go-to-market Strategy, Competitive Analysis
Education
California Polytechnic State University-San Luis Obispo 1977 — 1981
BSBA, Finance, accounting, business
St. Mary's College of California
Executive MBA
Scott Himes's Franklin Templeton Experience January 2003 - March 2004
Job Dedicated Determined Sports Minded Professional
Industry Sports
Experience
Nielsen Media Research March 2004 - Present
Detour Protein August 2011 - Present
The SFA 2007 - 2007
Franklin Templeton January 2003 - March 2004
Clearwater Threshers February 2000 - September 2002
Washington Redskins January 1999 - February 2000
Skills
PowerPoint, Customer Service, Marketing, Product Marketing, Event Management, Market Research, Microsoft Office, Spreadsheets, Excel, Supervisory Skills, Annual Reports, Inventory Management, Problem Solving, Outlook, Word, Event Planning, Research, Customer Relations, Time Management, Marketing Strategy, Data Analysis, Teamwork, Scheduling, Budget Management, Administration, Analysis, Sports Management, Sales, Budgets, Forecasting, Competitive Analysis, Leadership, Management, Microsoft Word, Microsoft Excel
Education
Shepherd University 1994 — 1998
Bachelor of Science, Leisure, Recreation and Sports Management
Flagler College 1989 — 1990
Deaf Education
Nielsen Media Research March 2004 - Present
Detour Protein August 2011 - Present
The SFA 2007 - 2007
Franklin Templeton January 2003 - March 2004
Clearwater Threshers February 2000 - September 2002
Washington Redskins January 1999 - February 2000
Skills
PowerPoint, Customer Service, Marketing, Product Marketing, Event Management, Market Research, Microsoft Office, Spreadsheets, Excel, Supervisory Skills, Annual Reports, Inventory Management, Problem Solving, Outlook, Word, Event Planning, Research, Customer Relations, Time Management, Marketing Strategy, Data Analysis, Teamwork, Scheduling, Budget Management, Administration, Analysis, Sports Management, Sales, Budgets, Forecasting, Competitive Analysis, Leadership, Management, Microsoft Word, Microsoft Excel
Education
Shepherd University 1994 — 1998
Bachelor of Science, Leisure, Recreation and Sports Management
Flagler College 1989 — 1990
Deaf Education
John Paugh, CFA John Paugh, CFA's Franklin Templeton Experience 1996 - 1999
Job Lead Consultant at Dixon Hughes Goodman LLP
Industry Financial Services
Experience
Dixon Hughes Goodman LLP 2015 - Present
Bank of America 2013 - 2015
Wells Fargo Advisors Financial Network 2004 - 2012
Edward Jones 2003 - 2004
Wachovia Securities Inc 1999 - 2002
Transamerica Life Companies 1999 - 1999
Franklin Templeton 1996 - 1999
Skills
Mutual Funds, Fixed Income, Wealth Management, Portfolio Management, Investments, Securities, Financial Analysis, Bonds, Asset Management, Financial Risk, Data Analysis, Microsoft Excel, Asset Allocation, Finance, Microsoft Office, Alternative Investments, Equities, Financial Advisory, Series 7, Investment Strategies, Access, Investment Management, Personal Financial..., Wealth Management..., Trading, Financial Services, Capital Markets, Separately Managed..., Retirement Planning, Client Facing Skills, Fund Accounting, Morningstar, Zephyr Style Advisor, Vlookup, Options, Bloomberg Terminal, Data Mining, Microsoft Word, SmartStation, Windows, Derivatives, Fixed Annuities, Adobe, BondDesk, Financeware, Futures, MBA, SQL, Chartered Financial..., Hedge Funds
Education
Florida Atlantic University
Master of Business Administration, Finance
Florida Atlantic University
Bachelor of Science, Finance with Accounting emphasis
Dixon Hughes Goodman LLP 2015 - Present
Bank of America 2013 - 2015
Wells Fargo Advisors Financial Network 2004 - 2012
Edward Jones 2003 - 2004
Wachovia Securities Inc 1999 - 2002
Transamerica Life Companies 1999 - 1999
Franklin Templeton 1996 - 1999
Skills
Mutual Funds, Fixed Income, Wealth Management, Portfolio Management, Investments, Securities, Financial Analysis, Bonds, Asset Management, Financial Risk, Data Analysis, Microsoft Excel, Asset Allocation, Finance, Microsoft Office, Alternative Investments, Equities, Financial Advisory, Series 7, Investment Strategies, Access, Investment Management, Personal Financial..., Wealth Management..., Trading, Financial Services, Capital Markets, Separately Managed..., Retirement Planning, Client Facing Skills, Fund Accounting, Morningstar, Zephyr Style Advisor, Vlookup, Options, Bloomberg Terminal, Data Mining, Microsoft Word, SmartStation, Windows, Derivatives, Fixed Annuities, Adobe, BondDesk, Financeware, Futures, MBA, SQL, Chartered Financial..., Hedge Funds
Education
Florida Atlantic University
Master of Business Administration, Finance
Florida Atlantic University
Bachelor of Science, Finance with Accounting emphasis
Tehran Simpkins Tehran Simpkins's Franklin Templeton Experience May 2005 - April 2007
Job Financial Analyst II at Kaiser Permanente
Industry Accounting
Experience
Kaiser Permanente January 2012 - Present
Nsoro October 2011 - January 2012
MetLife Investments October 2007 - November 2011
Bank of New April 2007 - October 2007
franklin templeton May 2005 - April 2007
Oshman's Supersports February 2001 - January 2003
Education
University of South Florida 2003 — 2006
BA, Finance
University of South Florida
Bachelor of Science, Finance
Carson-Newman University
Kaiser Permanente January 2012 - Present
Nsoro October 2011 - January 2012
MetLife Investments October 2007 - November 2011
Bank of New April 2007 - October 2007
franklin templeton May 2005 - April 2007
Oshman's Supersports February 2001 - January 2003
Education
University of South Florida 2003 — 2006
BA, Finance
University of South Florida
Bachelor of Science, Finance
Carson-Newman University
Peter Anderson Peter Anderson's Franklin Templeton Experience 1998 - January 2005
Job EVP at Boston Advisors
Industry Investment Management
Experience
Boston Advisors May 2009 - Present
Clay Finlay February 2005 - February 2008
Franklin Templeton 1998 - January 2005
Bankers Trust 1993 - 1998
Citibank 1987 - 1993
Skills
Quantitative Research, Asset Managment, Alternative Investments, Equities, Investment Strategies, Mutual Funds, Strategy, Investments, ETFs, Relationship Management, Distribution Strategies, Product Development, Portfolio Management, Hedge Funds, Wealth Management, Asset Management, Financial Services, Investment Advisory, Fixed Income, Investment Management, Capital Markets, Series 63, Private Equity, Securities, Asset Allocation, Series 7, Equity Research, Institutional..., Trading, Derivatives, Fund Of Funds, Valuation, Bonds, Financial Markets, Emerging Markets, Financial Modeling, Client Services, Investor Relations, Portfolio Optimization, Options, Risk Management
Education
University of Pennsylvania - The Wharton School 1999 — 1999
AIMSE Investment Management Institute, Institutional Investment Management
Syracuse University - Martin J. Whitman School of Management 1992 — 1994
MBA, Marketing and Finance
Northeastern University 1982 — 1987
BS, Economics, Poltical Science
Boston Advisors May 2009 - Present
Clay Finlay February 2005 - February 2008
Franklin Templeton 1998 - January 2005
Bankers Trust 1993 - 1998
Citibank 1987 - 1993
Skills
Quantitative Research, Asset Managment, Alternative Investments, Equities, Investment Strategies, Mutual Funds, Strategy, Investments, ETFs, Relationship Management, Distribution Strategies, Product Development, Portfolio Management, Hedge Funds, Wealth Management, Asset Management, Financial Services, Investment Advisory, Fixed Income, Investment Management, Capital Markets, Series 63, Private Equity, Securities, Asset Allocation, Series 7, Equity Research, Institutional..., Trading, Derivatives, Fund Of Funds, Valuation, Bonds, Financial Markets, Emerging Markets, Financial Modeling, Client Services, Investor Relations, Portfolio Optimization, Options, Risk Management
Education
University of Pennsylvania - The Wharton School 1999 — 1999
AIMSE Investment Management Institute, Institutional Investment Management
Syracuse University - Martin J. Whitman School of Management 1992 — 1994
MBA, Marketing and Finance
Northeastern University 1982 — 1987
BS, Economics, Poltical Science
Judy Hallstrom's Franklin Templeton Experience 2004 - Present
Job Manager, Centralized Testing Services Application Support at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton 2004 - Present
Franklin Templeton Investments February 1994 - Present
Education
Florida State University 1968 — 1973
Winter Haven High 1966 — 1968
Franklin Templeton 2004 - Present
Franklin Templeton Investments February 1994 - Present
Education
Florida State University 1968 — 1973
Winter Haven High 1966 — 1968
Cheri Melone Cheri Melone's Franklin Templeton Experience January 1998 - January 2000
Job Financial Services
Industry Banking
Experience
First Citizens Bank December 2004 - July 2011
Investors Bank & Trust January 2002 - July 2004
American Foreclosures & Auctions Magazine January 1996 - January 2003
Barclays Global Investors January 2001 - January 2002
Barclays Global Investors January 2000 - January 2001
Franklin Templeton January 1998 - January 2000
Skills
Compliance, Excel, Outlook, Process Improvement, Word, Team Building, Commercial Banking, Budgets, Microsoft Word, Microsoft Excel, Analysis, Risk Management, Management, Financial Analysis, Customer Service, Microsoft Office, Relationship Management, Investments, Portfolio Management
Education
Montclair State University
Bachelor of Arts, English and Journalism
First Citizens Bank December 2004 - July 2011
Investors Bank & Trust January 2002 - July 2004
American Foreclosures & Auctions Magazine January 1996 - January 2003
Barclays Global Investors January 2001 - January 2002
Barclays Global Investors January 2000 - January 2001
Franklin Templeton January 1998 - January 2000
Skills
Compliance, Excel, Outlook, Process Improvement, Word, Team Building, Commercial Banking, Budgets, Microsoft Word, Microsoft Excel, Analysis, Risk Management, Management, Financial Analysis, Customer Service, Microsoft Office, Relationship Management, Investments, Portfolio Management
Education
Montclair State University
Bachelor of Arts, English and Journalism
Diane Woznick's Franklin Templeton Experience December 1999 - Present
Job Manager at Franklin Templeton
Industry Investment Management
Experience
Franklin Templeton December 1999 - Present
Citicorp 1994 - 1999
Bankers Trust August 1986 - June 1993
Skills
Risk Management, Equities, Business Process, Strategy, Business Analysis, Accounting, Management, Financial Services, Mutual Funds, Integration
Education
Fordham Gabelli School of Business 1989 — 1991
MBA, Financial Analysis
State University of New York at Genseo 1982 — 1986
BS, Finance
Franklin Templeton December 1999 - Present
Citicorp 1994 - 1999
Bankers Trust August 1986 - June 1993
Skills
Risk Management, Equities, Business Process, Strategy, Business Analysis, Accounting, Management, Financial Services, Mutual Funds, Integration
Education
Fordham Gabelli School of Business 1989 — 1991
MBA, Financial Analysis
State University of New York at Genseo 1982 — 1986
BS, Finance
Karin McKinnell's Franklin Templeton Experience 1993 - 1995
Job Corporate Vice President, Global Capital Markets at NASDAQ OMX
Industry Investment Banking
Experience
NASDAQ OMX December 2009 - Present
NASDAQ OMX August 1998 - Present
NASDAQ OMX August 2008 - June 2009
Independent Research Network, A Nasdaq-Reuters Joint Venture September 2006 - August 2008
The NASDAQ Stock Market August 1998 - September 2006
Four Winds Westward Ho 1995 - 2004
Four Winds Westward Ho 1995 - 2004
Four Winds Westward Ho 1995 - 2004
Portola Group 1995 - 1998
Franklin Templeton 1993 - 1995
Skills
New Business Development, Strategic Planning, Capital Markets, Venture Capital, Private Equity, Start-ups, Public Speaking, Leadership, IPO, Customer Service, Negotiation, Investor Relations, Equities, Business Development, Business Planning, Business Strategy, Corporate Development, Electronic Trading, Entrepreneurship, Equity Capital Markets, Equity Research, Financial Markets, Financial Services, Investment Banking, Investments, Management, Portfolio Management, Stock Exchange, Strategic Partnerships, Strategy, Trading
Education
Boston University 1989 — 1993
Bachelor of Arts (B.A.), Economics
Greenwich High School
NASDAQ OMX December 2009 - Present
NASDAQ OMX August 1998 - Present
NASDAQ OMX August 2008 - June 2009
Independent Research Network, A Nasdaq-Reuters Joint Venture September 2006 - August 2008
The NASDAQ Stock Market August 1998 - September 2006
Four Winds Westward Ho 1995 - 2004
Four Winds Westward Ho 1995 - 2004
Four Winds Westward Ho 1995 - 2004
Portola Group 1995 - 1998
Franklin Templeton 1993 - 1995
Skills
New Business Development, Strategic Planning, Capital Markets, Venture Capital, Private Equity, Start-ups, Public Speaking, Leadership, IPO, Customer Service, Negotiation, Investor Relations, Equities, Business Development, Business Planning, Business Strategy, Corporate Development, Electronic Trading, Entrepreneurship, Equity Capital Markets, Equity Research, Financial Markets, Financial Services, Investment Banking, Investments, Management, Portfolio Management, Stock Exchange, Strategic Partnerships, Strategy, Trading
Education
Boston University 1989 — 1993
Bachelor of Arts (B.A.), Economics
Greenwich High School
Bruce Zelony Bruce Zelony's Franklin Templeton Experience 1989 - 1991
Job Owner, Executive Recruiter, Concepts Staffing Solutions
Industry Staffing and Recruiting
Experience
Concepts Staffing Solutions October 1993 - Present
Key Resources 1991 - 1993
Nelson & Associates December 1990 - February 1992
Franklin Templeton 1989 - 1991
Skills
Banking, Management, Credit, Commercial Banking, Finance, Portfolio Management, Temporary Placement, Loans, Financial Analysis, Recruiting, Executive Search, Permanent Staffing
Education
Hofstra University 1983 — 1985
BBA
Concepts Staffing Solutions October 1993 - Present
Key Resources 1991 - 1993
Nelson & Associates December 1990 - February 1992
Franklin Templeton 1989 - 1991
Skills
Banking, Management, Credit, Commercial Banking, Finance, Portfolio Management, Temporary Placement, Loans, Financial Analysis, Recruiting, Executive Search, Permanent Staffing
Education
Hofstra University 1983 — 1985
BBA
Paul Burville Paul Burville's Franklin Templeton Experience 2006 - October 2008
Job CEO at Lavoroz Inc.
Industry Financial Services
Experience
Lavoroz Inc. May 2013 - Present
Franklin Templeton Investments April 2012 - Present
Mekaza Staffing, Recruitment specialists October 2002 - May 2013
Franklin Templeton Investments February 2011 - March 2012
Cisco Systems October 2010 - February 2011
Franklin Templeton Investment 2006 - October 2008
Franklin Templeton 2006 - October 2008
Blue Shield of California August 2001 - May 2006
Cardinal Health January 1997 - August 2001
Nortel July 1996 - January 1997
Skills
Recruiting, SDLC, PMO, Vendor Management, Project Management, Strategic Sourcing, PMP, Project Portfolio..., Program Management, Human Resources, Resource Management, Information Technology, Process Improvement, Software Documentation, Business Analysis, IT Service Management, Strategy, Business Process..., Management, IT Management, Outsourcing, Business Intelligence, Leadership, MS Project, Visio, ITIL, Project Delivery, Requirements Gathering, Business Process, IT Strategy, Integration
Education
Capella University 2003 — 2012
PhD, Organization and Management
University of Phoenix 2001 — 2003
MBA, Computer Information Systems
Brighton College of Technology 1978 — 1982
BSc, Computer Science
Fakenham Grammar School 1970 — 1977
Lavoroz Inc. May 2013 - Present
Franklin Templeton Investments April 2012 - Present
Mekaza Staffing, Recruitment specialists October 2002 - May 2013
Franklin Templeton Investments February 2011 - March 2012
Cisco Systems October 2010 - February 2011
Franklin Templeton Investment 2006 - October 2008
Franklin Templeton 2006 - October 2008
Blue Shield of California August 2001 - May 2006
Cardinal Health January 1997 - August 2001
Nortel July 1996 - January 1997
Skills
Recruiting, SDLC, PMO, Vendor Management, Project Management, Strategic Sourcing, PMP, Project Portfolio..., Program Management, Human Resources, Resource Management, Information Technology, Process Improvement, Software Documentation, Business Analysis, IT Service Management, Strategy, Business Process..., Management, IT Management, Outsourcing, Business Intelligence, Leadership, MS Project, Visio, ITIL, Project Delivery, Requirements Gathering, Business Process, IT Strategy, Integration
Education
Capella University 2003 — 2012
PhD, Organization and Management
University of Phoenix 2001 — 2003
MBA, Computer Information Systems
Brighton College of Technology 1978 — 1982
BSc, Computer Science
Fakenham Grammar School 1970 — 1977
Bryan Gillette Bryan Gillette's Franklin Templeton Experience July 1991 - January 2000
Job Executive Leadership Development Consultant and Speaker
Industry Management Consulting
Experience
The Summiting Group July 2012 - Present
Bridge of Opportunity 2008 - Present
i-GATE Innovation Hub April 2011 - September 2013
Topcon 2010 - 2012
McAfee (Acquired by Intel) May 2008 - December 2010
Kyphon (Aquired by Medtronic) September 2007 - May 2008
EMC (Acquired Documentum) November 2003 - September 2007
Documentum (Acquired by EMC) January 2000 - November 2003
California State University, Hayward September 2001 - January 2002
Franklin Templeton July 1991 - January 2000
Skills
Leadership Development, Organizational..., Corporate Communications, Succession Planning, Mergers, Executive Coaching, Change Management, Project Management, Human Resources, Training, Talent Management, Performance Management, Personnel Management, Recruiting, HRIS, Talent Acquisition, Leadership, HR Consulting, Mergers & Acquisitions, Strategy, Onboarding, Employee Relations, Program Management, Management, Deferred Compensation, Process Improvement, Strategic Planning, College Recruiting, Consulting, Entrepreneurship, Business Strategy, Management Development, Organizational Design, Staff Development, Workforce Planning, Employee Engagement, Enterprise Software, Employee Benefits, Performance Improvement, Workshop Facilitation, Organizational..., Culture Change, Internal Communications, Executive Development, Career Development, 360 Feedback, Human Capital, Employee Training, Career Management, HR Transformation
Education
California State University-East Bay 1996 — 1999
MBA, Business Administration
University of California, Davis 1987 — 1991
BA, Organizational Behavior
University of California, Davis 1987 — 1991
BA, Communications
The Summiting Group July 2012 - Present
Bridge of Opportunity 2008 - Present
i-GATE Innovation Hub April 2011 - September 2013
Topcon 2010 - 2012
McAfee (Acquired by Intel) May 2008 - December 2010
Kyphon (Aquired by Medtronic) September 2007 - May 2008
EMC (Acquired Documentum) November 2003 - September 2007
Documentum (Acquired by EMC) January 2000 - November 2003
California State University, Hayward September 2001 - January 2002
Franklin Templeton July 1991 - January 2000
Skills
Leadership Development, Organizational..., Corporate Communications, Succession Planning, Mergers, Executive Coaching, Change Management, Project Management, Human Resources, Training, Talent Management, Performance Management, Personnel Management, Recruiting, HRIS, Talent Acquisition, Leadership, HR Consulting, Mergers & Acquisitions, Strategy, Onboarding, Employee Relations, Program Management, Management, Deferred Compensation, Process Improvement, Strategic Planning, College Recruiting, Consulting, Entrepreneurship, Business Strategy, Management Development, Organizational Design, Staff Development, Workforce Planning, Employee Engagement, Enterprise Software, Employee Benefits, Performance Improvement, Workshop Facilitation, Organizational..., Culture Change, Internal Communications, Executive Development, Career Development, 360 Feedback, Human Capital, Employee Training, Career Management, HR Transformation
Education
California State University-East Bay 1996 — 1999
MBA, Business Administration
University of California, Davis 1987 — 1991
BA, Organizational Behavior
University of California, Davis 1987 — 1991
BA, Communications
Tom Miller Tom Miller's Franklin Templeton Experience September 2007 - October 2009
Job Seasoned Financial Services and Technology Executive
Industry Financial Services
Experience
Sterne Agee October 2014 - June 2015
Thomson Reuters March 2013 - July 2014
Cortview Capital Holdings Inc / Pierpont Securities March 2012 - March 2013
South Street Securities LLC March 2010 - March 2012
Matrix Applications LLC November 2009 - March 2012
Franklin Templeton September 2007 - October 2009
Bloomberg June 1997 - September 2007
Bankers Trust July 1994 - February 1997
Citicorp June 1986 - July 1994
Skills
Portfolio Management, Financial Modeling, Hedging, Fixed Income Analysis, Team Management, Photography, Fixed Income, Bloomberg, Equities, Electronic Trading, Financial Markets, Market Data, Trading Systems, Hedge Funds, Derivatives, Trading, Financial Risk, Securities, Commodity, Structured Finance, Equity Derivatives, Funding, Finance, Asset Allocation, Capital Markets, Money Market, Options, Foreign Exchange, New Business Development, Entrepreneurship, Cycling, Product Management
Education
Carnegie Mellon University 1982 — 1986
B.S, Industrial Management
Sterne Agee October 2014 - June 2015
Thomson Reuters March 2013 - July 2014
Cortview Capital Holdings Inc / Pierpont Securities March 2012 - March 2013
South Street Securities LLC March 2010 - March 2012
Matrix Applications LLC November 2009 - March 2012
Franklin Templeton September 2007 - October 2009
Bloomberg June 1997 - September 2007
Bankers Trust July 1994 - February 1997
Citicorp June 1986 - July 1994
Skills
Portfolio Management, Financial Modeling, Hedging, Fixed Income Analysis, Team Management, Photography, Fixed Income, Bloomberg, Equities, Electronic Trading, Financial Markets, Market Data, Trading Systems, Hedge Funds, Derivatives, Trading, Financial Risk, Securities, Commodity, Structured Finance, Equity Derivatives, Funding, Finance, Asset Allocation, Capital Markets, Money Market, Options, Foreign Exchange, New Business Development, Entrepreneurship, Cycling, Product Management
Education
Carnegie Mellon University 1982 — 1986
B.S, Industrial Management
Brad Owens's Franklin Templeton Experience October 2005 - September 2010
Job Automation Engineer, Product Development, US Department of Veterans Affairs
Industry Information Technology and Services
Experience
Department of Veterans Affairs November 2013 - Present
Systems Made Simple, Inc. May 2013 - November 2013
7 Delta, Inc. April 2012 - February 2013
Systems Made Simple June 2011 - April 2012
Rita Technology Services April 2011 - June 2011
Franklin Templeton October 2005 - September 2010
Butler Technolgies November 2002 - August 2006
IBM April 1996 - July 2003
CSR September 1991 - July 1996
USAF February 1983 - February 1992
Skills
Testing, Test Planning, Quality Center, Integration, System Testing, Quality Assurance, Manual Testing, Oracle, Software Documentation, ClearQuest, SDLC, Agile Methodologies, Requirements Analysis, User Acceptance Testing, Software Quality..., Requirements Management, ClearCase, QTP, SharePoint, Test Automation, Test Cases, Visual Basic, Regression Testing, Requirements Gathering, SQL, Scrum, Usability Testing, Functional Testing, Software Project..., Agile Project Management, Unix, Visio, Test Management, Defect Tracking, CMMI, Waterfall, XML, Web Applications
Education
Colorado Technical University 1986 — 1989
Community College of the US Air Force 1989 — 1991
AS
Clemson University 1974 — 1977
Department of Veterans Affairs November 2013 - Present
Systems Made Simple, Inc. May 2013 - November 2013
7 Delta, Inc. April 2012 - February 2013
Systems Made Simple June 2011 - April 2012
Rita Technology Services April 2011 - June 2011
Franklin Templeton October 2005 - September 2010
Butler Technolgies November 2002 - August 2006
IBM April 1996 - July 2003
CSR September 1991 - July 1996
USAF February 1983 - February 1992
Skills
Testing, Test Planning, Quality Center, Integration, System Testing, Quality Assurance, Manual Testing, Oracle, Software Documentation, ClearQuest, SDLC, Agile Methodologies, Requirements Analysis, User Acceptance Testing, Software Quality..., Requirements Management, ClearCase, QTP, SharePoint, Test Automation, Test Cases, Visual Basic, Regression Testing, Requirements Gathering, SQL, Scrum, Usability Testing, Functional Testing, Software Project..., Agile Project Management, Unix, Visio, Test Management, Defect Tracking, CMMI, Waterfall, XML, Web Applications
Education
Colorado Technical University 1986 — 1989
Community College of the US Air Force 1989 — 1991
AS
Clemson University 1974 — 1977
Pallavi Nambiar Pallavi Nambiar's Franklin Templeton Experience March 2001 - January 2002
Job Business Development at SY Partners
Industry Investment Management
Experience
SY Partners May 2015 - Present
Sage Consulting Group LLC August 2013 - Present
Nomura Securities February 2011 - May 2013
Bank of America Merrill Lynch August 2009 - January 2011
Global Equities, Commission Management Group July 2006 - August 2009
Bank of America September 2004 - July 2006
American Express Financial Advisors, Inc April 2003 - August 2004
Franklin Templeton March 2001 - January 2002
Franklin Templeton Resources, Inc January 1997 - January 2000
Skills
Strategy, Start-ups, Due Diligence, Operational Due..., Mutual Funds, Six Sigma, Product Innovation, Market Research, Program Management, Competitive Analysis, Equities, Capital Markets, Series 7, Finance, Fixed Income, Asset Allocation, Financial Services, Banking, Hedge Funds, Securities, Investment Policy..., Non-profit Board..., Asset Management, Alternative Investments, Business Strategy Design, Product Management, Project Management, Business Analysis, Management, Change Management, Business Strategy, Strategic Partnerships, Investments
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Illinois Wesleyan University 1992 — 1996
B.A, Business Administration and Economics
SY Partners May 2015 - Present
Sage Consulting Group LLC August 2013 - Present
Nomura Securities February 2011 - May 2013
Bank of America Merrill Lynch August 2009 - January 2011
Global Equities, Commission Management Group July 2006 - August 2009
Bank of America September 2004 - July 2006
American Express Financial Advisors, Inc April 2003 - August 2004
Franklin Templeton March 2001 - January 2002
Franklin Templeton Resources, Inc January 1997 - January 2000
Skills
Strategy, Start-ups, Due Diligence, Operational Due..., Mutual Funds, Six Sigma, Product Innovation, Market Research, Program Management, Competitive Analysis, Equities, Capital Markets, Series 7, Finance, Fixed Income, Asset Allocation, Financial Services, Banking, Hedge Funds, Securities, Investment Policy..., Non-profit Board..., Asset Management, Alternative Investments, Business Strategy Design, Product Management, Project Management, Business Analysis, Management, Change Management, Business Strategy, Strategic Partnerships, Investments
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Illinois Wesleyan University 1992 — 1996
B.A, Business Administration and Economics
James Cross James Cross's Franklin Templeton Experience July 1998 - Present
Job Analyst/Portfolio Manager, Industrial Sector Team Leader
Industry Financial Services
Experience
Franklin Templeton July 1998 - Present
Heart of Texas Council of Governments 1996 - 1997
Education
Baylor University 1991 — 1995
BBA, Economics
Franklin Templeton July 1998 - Present
Heart of Texas Council of Governments 1996 - 1997
Education
Baylor University 1991 — 1995
BBA, Economics
Naomi C. Kellogg's Franklin Templeton Experience January 1998 - April 1999
Job Freelance Writer /Author expectant
Industry Writing and Editing
Experience
BayCare Health System April 2008 - November 2011
Idearc Media January 2007 - June 2008
Home Discovery Real Estate / Key America Title October 2005 - February 2006
Premier Mortgage Funding February 2005 - May 2005
Market Street Mortgage August 2002 - February 2005
Capital One April 1999 - July 2002
Franklin Templeton January 1998 - April 1999
The Home Shopping Network October 1996 - January 1998
Walt Disney World May 1995 - August 1995
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Outlook, Research, Teamwork, Administrative..., Data Entry, Creative Writing, Editing, Proofreading, Administrative..., Newsletters, Blogging
Education
Eckerd College 2007 — 2011
Bachelor of Arts (B.A.), Creative Writing
Bowling Green State University 1995 — 1996
BayCare Health System April 2008 - November 2011
Idearc Media January 2007 - June 2008
Home Discovery Real Estate / Key America Title October 2005 - February 2006
Premier Mortgage Funding February 2005 - May 2005
Market Street Mortgage August 2002 - February 2005
Capital One April 1999 - July 2002
Franklin Templeton January 1998 - April 1999
The Home Shopping Network October 1996 - January 1998
Walt Disney World May 1995 - August 1995
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Outlook, Research, Teamwork, Administrative..., Data Entry, Creative Writing, Editing, Proofreading, Administrative..., Newsletters, Blogging
Education
Eckerd College 2007 — 2011
Bachelor of Arts (B.A.), Creative Writing
Bowling Green State University 1995 — 1996
Christopher DeHart Christopher DeHart's Franklin Templeton Experience October 2000 - Present
Job Senior Information Security Professional
Industry Information Technology and Services
Experience
Franklin Templeton October 2000 - Present
First Union National Bank 1998 - 2000
The Money Store 1996 - 1998
The Money Store 1992 - 1996
Skills
Penetration Testing, Intrusion Detection, Websense, Network Security, Network Administration, Web Filtering, Team Leadership, Vulnerability Scanning, DLP, Malware Analysis, Security Management, Information Security, Security Architecture..., Cisco Technologies, Security, Encryption, Internet Security, CISSP, CEH, CISA, CISM, Microsoft Certified..., Vulnerability Assessment, Information Security..., Vulnerability Management, Firewalls, Content Filtering, IPS, Application Security, Computer Security, Incident Response, Information Technology, PCI DSS, Network Architecture, SIEM, IDS, Security Audits, Web Application Security, Identity Management, Business Continuity, Computer Forensics, Backtrack, ISO 27001, IT Audit, Antivirus, Data Security, Endpoint Security, Disaster Recovery, VPN, Security Policy
Education
Purdue University
Centenary College
Sierra College
Franklin Templeton October 2000 - Present
First Union National Bank 1998 - 2000
The Money Store 1996 - 1998
The Money Store 1992 - 1996
Skills
Penetration Testing, Intrusion Detection, Websense, Network Security, Network Administration, Web Filtering, Team Leadership, Vulnerability Scanning, DLP, Malware Analysis, Security Management, Information Security, Security Architecture..., Cisco Technologies, Security, Encryption, Internet Security, CISSP, CEH, CISA, CISM, Microsoft Certified..., Vulnerability Assessment, Information Security..., Vulnerability Management, Firewalls, Content Filtering, IPS, Application Security, Computer Security, Incident Response, Information Technology, PCI DSS, Network Architecture, SIEM, IDS, Security Audits, Web Application Security, Identity Management, Business Continuity, Computer Forensics, Backtrack, ISO 27001, IT Audit, Antivirus, Data Security, Endpoint Security, Disaster Recovery, VPN, Security Policy
Education
Purdue University
Centenary College
Sierra College
Debbie Blagsvedt Debbie Blagsvedt's Franklin Templeton Experience June 1992 - March 1995
Job Senior Organizational Change Manager at Delegata
Industry Management Consulting
Experience
Delegata September 2014 - Present
Franklin Templeton Investments July 2012 - December 2013
Experis/California Public Retirement System - CalPERS August 2010 - June 2012
SAOD Network 2003 - 2011
Cambria Solutions May 2008 - September 2009
Performance By Design April 2006 - May 2008
Prevent Child Abuse CA/Child Abuse Prevention Center May 2003 - June 2006
Intel -Right Management June 2001 - March 2003
Franklin Templeton Investments 1994 - 1999
Franklin Templeton June 1992 - March 1995
Skills
Performance Management, Workshop Facilitation, Program Implementation, Organizational..., Program Management, Change Management, Training, Succession Planning, Team Building, Leadership, Business Analysis, Strategic Planning, Leadership Development, Workforce Planning, Employee Training, Executive Coaching, Organizational..., Career Development, Talent Management, Management Consulting, Employee Engagement, Culture Change, Training Delivery, Coaching, Interviews, Human Resources, Management, Consulting, Staff Development
Education
California State University-Sacramento
BA; Social Welfare
Golden Gate University
Graduate Classes, Human Resources Management
Delegata September 2014 - Present
Franklin Templeton Investments July 2012 - December 2013
Experis/California Public Retirement System - CalPERS August 2010 - June 2012
SAOD Network 2003 - 2011
Cambria Solutions May 2008 - September 2009
Performance By Design April 2006 - May 2008
Prevent Child Abuse CA/Child Abuse Prevention Center May 2003 - June 2006
Intel -Right Management June 2001 - March 2003
Franklin Templeton Investments 1994 - 1999
Franklin Templeton June 1992 - March 1995
Skills
Performance Management, Workshop Facilitation, Program Implementation, Organizational..., Program Management, Change Management, Training, Succession Planning, Team Building, Leadership, Business Analysis, Strategic Planning, Leadership Development, Workforce Planning, Employee Training, Executive Coaching, Organizational..., Career Development, Talent Management, Management Consulting, Employee Engagement, Culture Change, Training Delivery, Coaching, Interviews, Human Resources, Management, Consulting, Staff Development
Education
California State University-Sacramento
BA; Social Welfare
Golden Gate University
Graduate Classes, Human Resources Management
Lobat Omidvari Mozaffar Lobat Omidvari Mozaffar's Franklin Templeton Experience February 1985 - Present
Job Supervisor at Franklin Templeton Investments
Industry Financial Services
Experience
Notary Public March 2007 - Present
Franklin Templeton Investments February 1985 - Present
Franklin Templeton February 1985 - Present
Burger King Corporation September 1979 - September 1982
Skills
Series 6, Mutual Funds, Investments, Marketing, Management, Accounting, CRM, Training, Project Management, Employee Benefits, Customer Service, Microsoft Excel, Outlook, Strategic Planning, Notary Public, Risk Management, Banking, Insurance, Sales, Recruiting, Analysis, Finance, Leadership, Financial Services, Team Building, Process Improvement, Time Management, Sales Operations
Education
Notre Dame de Namur University 1995 — 1999
BA, Psychology
Notre Dame de Namur University
Psychology
Notary Public March 2007 - Present
Franklin Templeton Investments February 1985 - Present
Franklin Templeton February 1985 - Present
Burger King Corporation September 1979 - September 1982
Skills
Series 6, Mutual Funds, Investments, Marketing, Management, Accounting, CRM, Training, Project Management, Employee Benefits, Customer Service, Microsoft Excel, Outlook, Strategic Planning, Notary Public, Risk Management, Banking, Insurance, Sales, Recruiting, Analysis, Finance, Leadership, Financial Services, Team Building, Process Improvement, Time Management, Sales Operations
Education
Notre Dame de Namur University 1995 — 1999
BA, Psychology
Notre Dame de Namur University
Psychology
Andrea Hoelscher Andrea Hoelscher's Franklin Templeton Experience November 1996 - September 2003
Job Investment Accounting Manager at Mercantil Commercebank
Industry Banking
Experience
Mercantil Commercebank September 2003 - Present
Franklin Templeton November 1996 - September 2003
Yousuf Usman CPA 1993 - 1996
Skills
Fund Accounting, Accounting, Financial Analysis, Bloomberg, Internal Controls, Fixed Income, Financial Reporting, Fund Administration, Securities, Investments, Sarbanes-Oxley Act, Derivatives, Hedge Funds, Financial Statements, Auditing, Financial Modeling, Financial Risk, Financial Services, Accounts Payable, Corporate Finance, Banking, Financial Accounting, Portfolio Management, Asset Management, Finance, Account Reconciliation, GAAP, Bloomberg Terminal, Capital Markets, Equities, Mutual Funds, US GAAP, Variance Analysis, Valuation
Education
Nova Southeastern University 1998 — 2000
MIBA
Florida Atlantic University
Bachelor of Science (BS), Accounting and International Business
Miami Dade College 1990 — 1992
AS, Accounting
Mercantil Commercebank September 2003 - Present
Franklin Templeton November 1996 - September 2003
Yousuf Usman CPA 1993 - 1996
Skills
Fund Accounting, Accounting, Financial Analysis, Bloomberg, Internal Controls, Fixed Income, Financial Reporting, Fund Administration, Securities, Investments, Sarbanes-Oxley Act, Derivatives, Hedge Funds, Financial Statements, Auditing, Financial Modeling, Financial Risk, Financial Services, Accounts Payable, Corporate Finance, Banking, Financial Accounting, Portfolio Management, Asset Management, Finance, Account Reconciliation, GAAP, Bloomberg Terminal, Capital Markets, Equities, Mutual Funds, US GAAP, Variance Analysis, Valuation
Education
Nova Southeastern University 1998 — 2000
MIBA
Florida Atlantic University
Bachelor of Science (BS), Accounting and International Business
Miami Dade College 1990 — 1992
AS, Accounting
Steve Alkire Steve Alkire's Franklin Templeton Experience September 2000 - April 2005
Job IT MANAGER | IT PROJECT MANAGER | IT OPERATIONS MANAGER
Industry Insurance
Experience
Esurance September 2014 - Present
Esurance August 2013 - September 2014
Esurance July 2006 - August 2013
Esurance April 2005 - July 2006
Franklin Templeton September 2000 - April 2005
The Money Store November 1993 - September 2000
Skills
Active Directory, Microsoft Exchange, Testing, Citrix, SQL, Microsoft Office, Citrix Metaframe, Disaster Recovery, Project Management, VPN, Symantec Antivirus, VMware ESX, Windows 7, Symantec Endpoint..., Technical Support, Process Improvement, Servers, Management, SMS, Cisco Call Manager, Printers, Customer Service, Visio, Microsoft Excel, Hardware, Vendor Management, Troubleshooting, Microsoft Word, Internet Explorer, Inventory Management, Handbooks, Technical Documentation, Asset Managment, Computer Hardware, Software, ITSMF, NTFS, Staff Supervision, IT Management, IT Service Management, ITIL Certified, End User Training, Desktop Application..., Desktop Support..., Budgeting, Planning, Team Development, MCSA, Continuous Improvement, Project Planning
Education
Kaplan University 2009 — 2011
Bachelor of Science, Information Technology/Network Administration, Summa Cum Laude – 4.0
Monterey High School 1988 — 1990
Associate of Arts, Business Administration
Esurance September 2014 - Present
Esurance August 2013 - September 2014
Esurance July 2006 - August 2013
Esurance April 2005 - July 2006
Franklin Templeton September 2000 - April 2005
The Money Store November 1993 - September 2000
Skills
Active Directory, Microsoft Exchange, Testing, Citrix, SQL, Microsoft Office, Citrix Metaframe, Disaster Recovery, Project Management, VPN, Symantec Antivirus, VMware ESX, Windows 7, Symantec Endpoint..., Technical Support, Process Improvement, Servers, Management, SMS, Cisco Call Manager, Printers, Customer Service, Visio, Microsoft Excel, Hardware, Vendor Management, Troubleshooting, Microsoft Word, Internet Explorer, Inventory Management, Handbooks, Technical Documentation, Asset Managment, Computer Hardware, Software, ITSMF, NTFS, Staff Supervision, IT Management, IT Service Management, ITIL Certified, End User Training, Desktop Application..., Desktop Support..., Budgeting, Planning, Team Development, MCSA, Continuous Improvement, Project Planning
Education
Kaplan University 2009 — 2011
Bachelor of Science, Information Technology/Network Administration, Summa Cum Laude – 4.0
Monterey High School 1988 — 1990
Associate of Arts, Business Administration
Chris McLelland Chris McLelland's Franklin Templeton Experience 1997 - 2000
Job Creative Director, Burnt Orange Design
Industry Graphic Design
Experience
Burnt Orange Design March 2004 - Present
Synergy Mutual Funds August 2000 - 2003
Franklin Templeton Investments June 1998 - August 2000
Franklin Templeton 1997 - 2000
Skills
Creative Direction, Brand Development, Graphic Design, QuarkXPress, Layout, Logo Design, Copywriting, Marketing Communications, Advertising, Brochures, Marketing, Direct Mail, Creative Strategy, Corporate Identity, Packaging, Art Direction, Public Relations, Photography, Web Design, InDesign, Typography, Illustrator, Adobe Creative Suite, Multimedia, Newsletters, Mac, User Experience, Adobe Acrobat
Education
University of Toronto 1985 — 1987
Faculty of Music, Music and Opera Performance
George Brown College
Burnt Orange Design March 2004 - Present
Synergy Mutual Funds August 2000 - 2003
Franklin Templeton Investments June 1998 - August 2000
Franklin Templeton 1997 - 2000
Skills
Creative Direction, Brand Development, Graphic Design, QuarkXPress, Layout, Logo Design, Copywriting, Marketing Communications, Advertising, Brochures, Marketing, Direct Mail, Creative Strategy, Corporate Identity, Packaging, Art Direction, Public Relations, Photography, Web Design, InDesign, Typography, Illustrator, Adobe Creative Suite, Multimedia, Newsletters, Mac, User Experience, Adobe Acrobat
Education
University of Toronto 1985 — 1987
Faculty of Music, Music and Opera Performance
George Brown College
Happy Rideout's Franklin Templeton Experience 1999 - 2005
Job Communication Strategist for Risk Mitigation, Business Continuity, Crisis and Emergency Management, Surveys and Polling
Industry Information Technology and Services
Experience
ReadyAlert Services December 2003 - Present
HappyChurches, LLC January 2002 - February 2008
Client Management Technologies June 2002 - August 2005
Franklin Templeton 1999 - 2005
Franklin Templeton Investments 1999 - 2005
Franklin Resources, St Petersburg, Fl. December 1998 - December 2003
Market Street Mortgage June 1997 - August 1998
Chase Bank June 1992 - June 1997
Eckerd 1993 - 1995
Blue Cross Blue Shield of Florida 1986 - 1993
Skills
Vendor Management, Business Continuity, Project Management, Security, Program Management, Disaster Recovery, Business Continuity...
Education
Florida State University - College of Business 1973 — 1978
BS, Finance, Accounting, Real Estate
ReadyAlert Services December 2003 - Present
HappyChurches, LLC January 2002 - February 2008
Client Management Technologies June 2002 - August 2005
Franklin Templeton 1999 - 2005
Franklin Templeton Investments 1999 - 2005
Franklin Resources, St Petersburg, Fl. December 1998 - December 2003
Market Street Mortgage June 1997 - August 1998
Chase Bank June 1992 - June 1997
Eckerd 1993 - 1995
Blue Cross Blue Shield of Florida 1986 - 1993
Skills
Vendor Management, Business Continuity, Project Management, Security, Program Management, Disaster Recovery, Business Continuity...
Education
Florida State University - College of Business 1973 — 1978
BS, Finance, Accounting, Real Estate
Sandeep Bhatia Sandeep Bhatia's Franklin Templeton Experience 2006 - 2009
Job Sr. Business Leader, Global Product Development
Industry Financial Services
Experience
Visa June 2012 - Present
HCL America Inc. 2009 - June 2012
Franklin Templeton 2006 - 2009
Franklin Templeton Investments 2000 - 2006
LVMH 1998 - 2000
PwC Consulting 1996 - 1998
Philips Interactive Media 1990 - 1996
Skills
Program Management, PMP, Cross-functional Team..., Software Development, Budgeting, Scrum, SaaS, PMO, IT Strategy, Strategic Sourcing, Budgets, Executive Management, Vendor Management, Strategic Planning, SDLC, Project Management, Integration, Agile Methodologies, CRM, Strategy, Technical Leadership, Thought Leadership
Education
University of Alabama in Huntsville
M.S, Electrical Engg.
National Institute of Technology Kurukshetra
BS, Electrical Engg
Visa June 2012 - Present
HCL America Inc. 2009 - June 2012
Franklin Templeton 2006 - 2009
Franklin Templeton Investments 2000 - 2006
LVMH 1998 - 2000
PwC Consulting 1996 - 1998
Philips Interactive Media 1990 - 1996
Skills
Program Management, PMP, Cross-functional Team..., Software Development, Budgeting, Scrum, SaaS, PMO, IT Strategy, Strategic Sourcing, Budgets, Executive Management, Vendor Management, Strategic Planning, SDLC, Project Management, Integration, Agile Methodologies, CRM, Strategy, Technical Leadership, Thought Leadership
Education
University of Alabama in Huntsville
M.S, Electrical Engg.
National Institute of Technology Kurukshetra
BS, Electrical Engg
Marc Almes's Franklin Templeton Experience 1998 - 1998
Job Fund Accounting Manager at SEI
Industry Financial Services
Experience
SEI May 1994 - Present
Franklin Templeton 1998 - 1998
Skills
Mutual Funds, Accounting, Securities, Investments, Equities, Financial Services, Fund Accounting
Education
Penn State University 1989 — 1993
B.S., Accounting
SEI May 1994 - Present
Franklin Templeton 1998 - 1998
Skills
Mutual Funds, Accounting, Securities, Investments, Equities, Financial Services, Fund Accounting
Education
Penn State University 1989 — 1993
B.S., Accounting
Patty Poletti-Cunningham Patty Poletti-Cunningham's Franklin Templeton Experience January 1997 - April 1999
Job Event Manager/Program Coordinator
Industry Marketing and Advertising
Experience
WM Group of Funds February 2008 - November 2009
WM Group of Funds/Principal Financial March 2004 - April 2008
Wm Group March 2004 - January 2008
Wm Group March 2004 - January 2008
Meridian Project Systems January 2003 - March 2004
Division of Recycling/CalPERS January 1999 - March 2003
State of California April 1999 - January 2003
Division of Recycling/CalPERS April 1999 - January 2003
State of California April 1999 - January 2003
franklin templeton January 1997 - April 1999
Skills
Budgets, Event Management, Event Planning, Customer Service
Education
California State University-Sacramento 1993 — 1996
BA, Liberal Studies
California State University-Sacramento
Bachelor of Arts, Liberal Studies
California State University-Sacramento
Bachelor of Arts, Liberal Studies
St Francis High School
WM Group of Funds February 2008 - November 2009
WM Group of Funds/Principal Financial March 2004 - April 2008
Wm Group March 2004 - January 2008
Wm Group March 2004 - January 2008
Meridian Project Systems January 2003 - March 2004
Division of Recycling/CalPERS January 1999 - March 2003
State of California April 1999 - January 2003
Division of Recycling/CalPERS April 1999 - January 2003
State of California April 1999 - January 2003
franklin templeton January 1997 - April 1999
Skills
Budgets, Event Management, Event Planning, Customer Service
Education
California State University-Sacramento 1993 — 1996
BA, Liberal Studies
California State University-Sacramento
Bachelor of Arts, Liberal Studies
California State University-Sacramento
Bachelor of Arts, Liberal Studies
St Francis High School
Narendra Meka Narendra Meka's Franklin Templeton Experience October 2006 - March 2007
Job Director, Sundial Info Solutions Inc
Industry Information Technology and Services
Experience
Gemological Institute of America September 2007 - July 2008
Robert Half International April 2007 - August 2007
Franklin Templeton October 2006 - March 2007
Fujitsu Consulting 2007 - 2007
8x8 Inc February 2006 - September 2006
E & Y September 2005 - January 2006
PeopleSoft Inc June 2003 - August 2005
Verizon February 2003 - June 2003
Duke Energy February 2002 - January 2003
University of South Florida July 2001 - January 2002
Education
Institute of Chartered Accountants of India 1984 — 1987
ACA, Accounting and Auditing
Institute of Cost and Work Accountants of India 1984 — 1987
AICWA, Cost and Management Accounting
Osmania University 1980 — 1983
Bachelorate, Commerce
Gemological Institute of America September 2007 - July 2008
Robert Half International April 2007 - August 2007
Franklin Templeton October 2006 - March 2007
Fujitsu Consulting 2007 - 2007
8x8 Inc February 2006 - September 2006
E & Y September 2005 - January 2006
PeopleSoft Inc June 2003 - August 2005
Verizon February 2003 - June 2003
Duke Energy February 2002 - January 2003
University of South Florida July 2001 - January 2002
Education
Institute of Chartered Accountants of India 1984 — 1987
ACA, Accounting and Auditing
Institute of Cost and Work Accountants of India 1984 — 1987
AICWA, Cost and Management Accounting
Osmania University 1980 — 1983
Bachelorate, Commerce
Dave Mahrt Dave Mahrt's Franklin Templeton Experience 1998 - 2009
Job Manager of Development and Strategic Planning at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments July 2005 - Present
Franklin Templeton Investments 1998 - 2010
Franklin Templeton 1998 - 2009
Franklin Templeton Investments May 1998 - May 2005
Space Systems Loral May 1996 - May 1998
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Business Analysis, Strategic Planning, Microsoft Excel, Business Intelligence, Finance, Corporate Finance, Investments, Program Management
Education
California State University-Sacramento 2001 — 2003
Bachelor of Science (BS), Finance, General
San Diego State University-California State University 1991 — 1993
Finance
Franklin Templeton Investments July 2005 - Present
Franklin Templeton Investments 1998 - 2010
Franklin Templeton 1998 - 2009
Franklin Templeton Investments May 1998 - May 2005
Space Systems Loral May 1996 - May 1998
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Business Analysis, Strategic Planning, Microsoft Excel, Business Intelligence, Finance, Corporate Finance, Investments, Program Management
Education
California State University-Sacramento 2001 — 2003
Bachelor of Science (BS), Finance, General
San Diego State University-California State University 1991 — 1993
Finance
Boris Pialloux, CFA Boris Pialloux, CFA's Franklin Templeton Experience 2006 - 2009
Job Portfolio Manager/Analyst at TFMS, INC
Industry Financial Services
Experience
Trust & Fiduciary Management Services (TFMS) 2015 - Present
National Holdings 2011 - 2014
Portales Partners 2009 - 2011
Franklin Templeton 2006 - 2009
Exane (BNP Paribas) 2005 - 2006
DWS Investments (Deutsche Bank) 2001 - 2004
Skills
Capital Markets, Investments, Portfolio Management, Equity Research, Financial Modeling, Asset Management, Hedge Funds, Financial Analysis, Valuation, Private Equity, Equities, Alternative Investments, Bloomberg, IPO, Mutual Funds
Education
The University of Texas at Austin - Red McCombs School of Business
Master of Business Administration (M.B.A.)
EMLYON Business School
Bachelor of Business Administration (B.B.A.)
CFA Institute
Chartered Financial Analyst (CFA)
FINRA
Series 7, 63, 65, 86 and 87
Trust & Fiduciary Management Services (TFMS) 2015 - Present
National Holdings 2011 - 2014
Portales Partners 2009 - 2011
Franklin Templeton 2006 - 2009
Exane (BNP Paribas) 2005 - 2006
DWS Investments (Deutsche Bank) 2001 - 2004
Skills
Capital Markets, Investments, Portfolio Management, Equity Research, Financial Modeling, Asset Management, Hedge Funds, Financial Analysis, Valuation, Private Equity, Equities, Alternative Investments, Bloomberg, IPO, Mutual Funds
Education
The University of Texas at Austin - Red McCombs School of Business
Master of Business Administration (M.B.A.)
EMLYON Business School
Bachelor of Business Administration (B.B.A.)
CFA Institute
Chartered Financial Analyst (CFA)
FINRA
Series 7, 63, 65, 86 and 87
Bruce Rosenberg Bruce Rosenberg's Franklin Templeton Experience 1994 - 2004
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2008 - Present
Bank of New York Mellon March 2006 - April 2008
Citi Fund Services 2005 - 2006
Franklin Templeton 1994 - 2004
Coopers & Lybrand 1985 - 1993
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Equities, Mutual Funds, Securities, Capital Markets, Asset Managment, Private Equity, Investment Strategies, Derivatives, Fixed Income, Valuation, Asset Allocation, Investments, Portfolio Management, Swaps, Financial Services
Education
University of Wisconsin-Madison - School of Business 1983 — 1985
MS, Accounting
Cornell University 1979 — 1983
Bachelor of Science (BS), Agricultural Economics
Amity High School 1975 — 1979
Credit Suisse April 2008 - Present
Bank of New York Mellon March 2006 - April 2008
Citi Fund Services 2005 - 2006
Franklin Templeton 1994 - 2004
Coopers & Lybrand 1985 - 1993
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Equities, Mutual Funds, Securities, Capital Markets, Asset Managment, Private Equity, Investment Strategies, Derivatives, Fixed Income, Valuation, Asset Allocation, Investments, Portfolio Management, Swaps, Financial Services
Education
University of Wisconsin-Madison - School of Business 1983 — 1985
MS, Accounting
Cornell University 1979 — 1983
Bachelor of Science (BS), Agricultural Economics
Amity High School 1975 — 1979
Scott Simitz Scott Simitz's Franklin Templeton Experience January 1997 - January 1999
Job Admin and Marketing Professional
Industry Marketing and Advertising
Experience
Executive Press / NASPP November 2007 - Present
Technames, Inc. September 2007 - October 2007
McClatchy Interactive (Temp) March 2007 - July 2007
Webestateliquidators January 1999 - January 2007
Franklin Templeton January 1997 - January 1999
Research Holdings January 1995 - September 1996
Education
California State University-Sacramento 1991 — 1995
BS, Marketing
Executive Press / NASPP November 2007 - Present
Technames, Inc. September 2007 - October 2007
McClatchy Interactive (Temp) March 2007 - July 2007
Webestateliquidators January 1999 - January 2007
Franklin Templeton January 1997 - January 1999
Research Holdings January 1995 - September 1996
Education
California State University-Sacramento 1991 — 1995
BS, Marketing
Claire Husson-Citanna's Franklin Templeton Experience November 2005 - June 2014
Job Emerging Markets Debt Portfolio Manager
Industry Financial Services
Experience
Wellington Management June 2014 - Present
Franklin Templeton November 2005 - June 2014
Clearwater Capital Partners July 2005 - November 2005
United Nations Capital Development Fund February 2005 - May 2005
Initiative for Policy Dialogue May 2004 - September 2004
PriceWaterhouseCoopers 2000 - 2003
ESCP Europe 1996 - 2000
ESCP Europe 1996 - 2000
Credit Lyonnais January 1999 - August 1999
Skills
Emerging Markets, Valuation, Corporate Finance, Financial Modeling, Hedge Funds, Asset Managment, Private Equity, Capital Markets, Financial Markets, Equities, Due Diligence, Financial Analysis, Investments, Bloomberg, Investment Banking, Derivatives, Portfolio Management, Project Finance, Alternative Investments, Structured Products, Asset Management, Bonds
Education
CFA 2006 — 2008
CFA, CFA
Columbia University - School of International and Public Affairs 2003 — 2005
Master of Public Administration (MPA), Public Finances
HEC School of Management 1999 — 2000
Economics
ESCP Europe / ESCP-EAP 1996 — 2000
MS, Economics
Lycee Chateaubriand 1994 — 1996
Prep school to French Business Grandes Ecoles, Prep school to the French 'Grandes Ecoles' in Business
Wellington Management June 2014 - Present
Franklin Templeton November 2005 - June 2014
Clearwater Capital Partners July 2005 - November 2005
United Nations Capital Development Fund February 2005 - May 2005
Initiative for Policy Dialogue May 2004 - September 2004
PriceWaterhouseCoopers 2000 - 2003
ESCP Europe 1996 - 2000
ESCP Europe 1996 - 2000
Credit Lyonnais January 1999 - August 1999
Skills
Emerging Markets, Valuation, Corporate Finance, Financial Modeling, Hedge Funds, Asset Managment, Private Equity, Capital Markets, Financial Markets, Equities, Due Diligence, Financial Analysis, Investments, Bloomberg, Investment Banking, Derivatives, Portfolio Management, Project Finance, Alternative Investments, Structured Products, Asset Management, Bonds
Education
CFA 2006 — 2008
CFA, CFA
Columbia University - School of International and Public Affairs 2003 — 2005
Master of Public Administration (MPA), Public Finances
HEC School of Management 1999 — 2000
Economics
ESCP Europe / ESCP-EAP 1996 — 2000
MS, Economics
Lycee Chateaubriand 1994 — 1996
Prep school to French Business Grandes Ecoles, Prep school to the French 'Grandes Ecoles' in Business
Michael Lazo's Franklin Templeton Experience 1999 - 2004
Job
Industry Investment Management
Experience
T. Rowe Price April 2014 - Present
T. Rowe Price August 2004 - April 2014
Franklin Templeton 1999 - 2004
Bank of America 1997 - 1999
Bank of America 1995 - 1997
Chubb 1987 - 1992
Skills
Organizational..., Performance Management, Instructional Design, Leadership Development, Training, Leadership, Process Improvement, Project Management, Management, Talent Management, Customer Satisfaction, Human Resources, Employee Benefits, Sales, Negotiation, Time Management, Coaching, Employee Relations, Recruiting
Education
Western Carolina University 1993 — 1995
Master of Science, Human Resources Development
Gettysburg College 1983 — 1987
Bachelor of Arts, English
T. Rowe Price April 2014 - Present
T. Rowe Price August 2004 - April 2014
Franklin Templeton 1999 - 2004
Bank of America 1997 - 1999
Bank of America 1995 - 1997
Chubb 1987 - 1992
Skills
Organizational..., Performance Management, Instructional Design, Leadership Development, Training, Leadership, Process Improvement, Project Management, Management, Talent Management, Customer Satisfaction, Human Resources, Employee Benefits, Sales, Negotiation, Time Management, Coaching, Employee Relations, Recruiting
Education
Western Carolina University 1993 — 1995
Master of Science, Human Resources Development
Gettysburg College 1983 — 1987
Bachelor of Arts, English
Helen Polkes's Franklin Templeton Experience April 2006 - October 2007
Job Sr. HR Business Partner
Industry Computer Hardware
Experience
Apple January 2014 - Present
Apple October 2007 - January 2014
Franklin Templeton April 2006 - October 2007
CSAA May 2001 - April 2006
CSAA 1996 - 2001
CSAA 1995 - 1996
CSAA 1991 - 1995
Skills
Employee Relations, Performance Management, Compensation, Human Resources, Organizational..., Recruiting, Leadership Development, Change Management, Leadership, Strategy, Workforce Planning, Onboarding, HRIS, Talent Acquisition, Applicant Tracking..., Personnel Management, College Recruiting, Benefits Administration, HR Policies, New Hire Orientations, Deferred Compensation, Employee Benefits, Succession Planning, Employee Engagement, Organizational...
Education
Golden Gate University
Master, Human Resources
San Jose State University
Bachelor of Science
Apple January 2014 - Present
Apple October 2007 - January 2014
Franklin Templeton April 2006 - October 2007
CSAA May 2001 - April 2006
CSAA 1996 - 2001
CSAA 1995 - 1996
CSAA 1991 - 1995
Skills
Employee Relations, Performance Management, Compensation, Human Resources, Organizational..., Recruiting, Leadership Development, Change Management, Leadership, Strategy, Workforce Planning, Onboarding, HRIS, Talent Acquisition, Applicant Tracking..., Personnel Management, College Recruiting, Benefits Administration, HR Policies, New Hire Orientations, Deferred Compensation, Employee Benefits, Succession Planning, Employee Engagement, Organizational...
Education
Golden Gate University
Master, Human Resources
San Jose State University
Bachelor of Science
Richard Edde CEP's Franklin Templeton Experience 1993 - 2000
Job Manager, Stock Administration at KLATencor
Industry Semiconductors
Experience
KLA-Tencor May 2008 - Present
Sanmina-SCI July 2006 - May 2008
E*TRADE Financial April 2000 - July 2006
Franklin Templeton 1993 - 2000
Education
Golden Gate University 1995 — 1998
MBA, Human Resources
California State University-Sacramento 1988 — 1993
B.S., Business Administration
KLA-Tencor May 2008 - Present
Sanmina-SCI July 2006 - May 2008
E*TRADE Financial April 2000 - July 2006
Franklin Templeton 1993 - 2000
Education
Golden Gate University 1995 — 1998
MBA, Human Resources
California State University-Sacramento 1988 — 1993
B.S., Business Administration
Christine Cellini's Franklin Templeton Experience February 2002 - March 2004
Job Vice President, Operations
Industry Financial Services
Experience
Battea - Class Action Services, LLC June 2005 - Present
Greenpoint Mortgage April 2004 - June 2005
Franklin Templeton February 2002 - March 2004
Franklin Templeton June 2000 - February 2002
Skills
Mutual Funds, Fund Accounting
Education
University of San Francisco - School of Management 2005 — 2007
MBA
California State University-Sacramento 1996 — 1998
BS, Finance & Investments
Battea - Class Action Services, LLC June 2005 - Present
Greenpoint Mortgage April 2004 - June 2005
Franklin Templeton February 2002 - March 2004
Franklin Templeton June 2000 - February 2002
Skills
Mutual Funds, Fund Accounting
Education
University of San Francisco - School of Management 2005 — 2007
MBA
California State University-Sacramento 1996 — 1998
BS, Finance & Investments
Brian Treu's Franklin Templeton Experience June 1994 - February 1998
Job Senior Director, Customer Delivery Executive at Silver Spring Networks
Industry Information Technology and Services
Experience
Silver Spring Networks January 2015 - Present
Intuit September 2012 - December 2014
Intuit September 2009 - September 2012
Wells Fargo November 2008 - September 2009
Washington Mutual April 2007 - November 2008
Visa March 1998 - March 2007
Franklin Templeton June 1994 - February 1998
Skills
Business Intelligence, Program Management, Data Management, Cross-functional Team..., Data Warehousing, Analytics, Business Process..., Product Management, Business Analysis, Integration, CRM, Enterprise Software, SDLC, Marketing, Vendor Management, Business Process, Software Development, Outsourcing, Analysis, Software Project..., ERP, Product Development, Leadership, Management, Strategic Planning, Change Management, Agile Methodologies, Requirements Analysis, PMP, Project Management, Training, Project Portfolio..., IT Strategy, Process Improvement, SaaS, Team Leadership, Agile Project Management, ETL, Enterprise Architecture, Information Technology, PMO, Cloud Computing, Start-ups, E-commerce, IT Management, Sales Operations, Visio, Professional Services, Strategy, Consulting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2002
Master of Science in Technology Management, Technology Solutions Management
University of San Diego 1990 — 1994
Bachelor of Business Administration, Marketing
Burlingame High School
Silver Spring Networks January 2015 - Present
Intuit September 2012 - December 2014
Intuit September 2009 - September 2012
Wells Fargo November 2008 - September 2009
Washington Mutual April 2007 - November 2008
Visa March 1998 - March 2007
Franklin Templeton June 1994 - February 1998
Skills
Business Intelligence, Program Management, Data Management, Cross-functional Team..., Data Warehousing, Analytics, Business Process..., Product Management, Business Analysis, Integration, CRM, Enterprise Software, SDLC, Marketing, Vendor Management, Business Process, Software Development, Outsourcing, Analysis, Software Project..., ERP, Product Development, Leadership, Management, Strategic Planning, Change Management, Agile Methodologies, Requirements Analysis, PMP, Project Management, Training, Project Portfolio..., IT Strategy, Process Improvement, SaaS, Team Leadership, Agile Project Management, ETL, Enterprise Architecture, Information Technology, PMO, Cloud Computing, Start-ups, E-commerce, IT Management, Sales Operations, Visio, Professional Services, Strategy, Consulting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2001 — 2002
Master of Science in Technology Management, Technology Solutions Management
University of San Diego 1990 — 1994
Bachelor of Business Administration, Marketing
Burlingame High School
Manny Romasanta's Franklin Templeton Experience March 1997 - May 1998
Job Vice President at Churchill Management Group
Industry Financial Services
Experience
Churchill Management Group August 2012 - Present
Fisher Investments May 2000 - June 2012
Fisher Investments May 1998 - May 2000
Franklin Templeton March 1997 - May 1998
Education
Michigan State University 1992 — 1996
BA, Marketing
Churchill Management Group August 2012 - Present
Fisher Investments May 2000 - June 2012
Fisher Investments May 1998 - May 2000
Franklin Templeton March 1997 - May 1998
Education
Michigan State University 1992 — 1996
BA, Marketing
Thomas Harlan's Franklin Templeton Experience November 2005 - November 2007
Job Assignment Desk Editor/Content Strategist at Bloomberg TV
Industry Financial Services
Experience
Bloomberg TV January 2015 - Present
Bloomberg TV March 2012 - January 2015
Bloomberg TV June 2010 - May 2012
Thomson Reuters May 2008 - May 2010
Franklin Templeton November 2005 - November 2007
Miami Today May 2004 - November 2005
Raymond James November 2001 - October 2002
FSView & Florida Flambeau student newspaper January 1998 - July 2000
Skills
Bloomberg, Journalism, Headline Writing, Breaking News, Research, Editing, Storytelling, Text Editing, Copy Editing, Blogging, Copywriting, Online Journalism, Content Management, Editorial, News Writing, Publishing, Corporate Communications, Media Relations, Content Development, Content Strategy, Press Releases, AP Style, Newspapers, Proofreading, Business Journalism, Newsletters, New Media, Feature Articles, Strategic Communications, Writing
Education
University of South Florida
MA, Journalism and Media Studies
Florida State University
BS, Business
Bloomberg TV January 2015 - Present
Bloomberg TV March 2012 - January 2015
Bloomberg TV June 2010 - May 2012
Thomson Reuters May 2008 - May 2010
Franklin Templeton November 2005 - November 2007
Miami Today May 2004 - November 2005
Raymond James November 2001 - October 2002
FSView & Florida Flambeau student newspaper January 1998 - July 2000
Skills
Bloomberg, Journalism, Headline Writing, Breaking News, Research, Editing, Storytelling, Text Editing, Copy Editing, Blogging, Copywriting, Online Journalism, Content Management, Editorial, News Writing, Publishing, Corporate Communications, Media Relations, Content Development, Content Strategy, Press Releases, AP Style, Newspapers, Proofreading, Business Journalism, Newsletters, New Media, Feature Articles, Strategic Communications, Writing
Education
University of South Florida
MA, Journalism and Media Studies
Florida State University
BS, Business
Drake Vader's Franklin Templeton Experience
Job Product Manager at Franklin Templeton
Industry Financial Services
Experience
Franklin Templeton
Skills
Hedge Funds, Strategic Planning, Mutual Funds, Alternative Investments, Asset Allocation, Investments, Financial Services, Financial Analysis, Asset Management, Equities, Portfolio Management, Financial Modeling
Education
Central Michigan University 1980 — 1982
Franklin Templeton
Skills
Hedge Funds, Strategic Planning, Mutual Funds, Alternative Investments, Asset Allocation, Investments, Financial Services, Financial Analysis, Asset Management, Equities, Portfolio Management, Financial Modeling
Education
Central Michigan University 1980 — 1982
Jennifer Abrahamson's Franklin Templeton Experience 1996 - August 2009
Job Director, Global Project Administration, Global Marketing Services, Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2013 - Present
Franklin Templeton Investments November 2008 - October 2013
Franklin Templeton 1996 - August 2009
Education
Notre Dame de Namur University 2000 — 2001
Master of Science (M.S.), eBusiness Management
University of California, Davis 1992 — 1996
Franklin Templeton Investments October 2013 - Present
Franklin Templeton Investments November 2008 - October 2013
Franklin Templeton 1996 - August 2009
Education
Notre Dame de Namur University 2000 — 2001
Master of Science (M.S.), eBusiness Management
University of California, Davis 1992 — 1996
Rachelle Rabin's Franklin Templeton Experience August 2001 - August 2003
Job Senior Video Producer at Franklin Templeton Investments
Industry Broadcast Media
Experience
Franklin Templeton Investments December 2014 - Present
Franklin Templeton Investments August 2003 - Present
Franklin Templeton August 2001 - August 2003
Franklin Templeton Investments July 1999 - August 2001
KCSM February 1999 - January 2000
Live 105 March 1995 - November 1997
KCSM June 1995 - November 1996
Teamwork Concepts June 1991 - October 1995
Japan Airlines Federal Credit Union June 1992 - January 1994
Skills
Video Production, Video Editing, Video, Sound, Multimedia, Editing, Final Cut Pro, Voice Over, Broadcast, Television, Digital Media, Blogging, Painting, Audio Board, Audio Editing, New Media, Mac, Producing, Post Production, Creative Direction
Education
San Francisco State University 1996 — 1998
Bachelor of Arts (B.A.), Radio and Television
College of San Mateo 1993 — 1996
Associate of Arts (A.A.), Radio and Television
Franklin Templeton Investments December 2014 - Present
Franklin Templeton Investments August 2003 - Present
Franklin Templeton August 2001 - August 2003
Franklin Templeton Investments July 1999 - August 2001
KCSM February 1999 - January 2000
Live 105 March 1995 - November 1997
KCSM June 1995 - November 1996
Teamwork Concepts June 1991 - October 1995
Japan Airlines Federal Credit Union June 1992 - January 1994
Skills
Video Production, Video Editing, Video, Sound, Multimedia, Editing, Final Cut Pro, Voice Over, Broadcast, Television, Digital Media, Blogging, Painting, Audio Board, Audio Editing, New Media, Mac, Producing, Post Production, Creative Direction
Education
San Francisco State University 1996 — 1998
Bachelor of Arts (B.A.), Radio and Television
College of San Mateo 1993 — 1996
Associate of Arts (A.A.), Radio and Television
Daniel Scher's Franklin Templeton Experience January 2007 - April 2014
Job Portfolio Manager at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments May 2014 - Present
Franklin Templeton January 2007 - April 2014
Franklin Templeton 2002 - 2006
ANZ Funds Management 2001 - 2002
Ernst & Young 1999 - 2001
Skills
Investments, Asset Management, Equity Research, Equities, Business Development, Valuation, Investment Banking, Hedge Funds, Financial Modeling, Bloomberg, Financial Markets
Education
Monash University
Bachelor of Commerce / Bachelor of Economics (Honours)
Franklin Templeton Investments May 2014 - Present
Franklin Templeton January 2007 - April 2014
Franklin Templeton 2002 - 2006
ANZ Funds Management 2001 - 2002
Ernst & Young 1999 - 2001
Skills
Investments, Asset Management, Equity Research, Equities, Business Development, Valuation, Investment Banking, Hedge Funds, Financial Modeling, Bloomberg, Financial Markets
Education
Monash University
Bachelor of Commerce / Bachelor of Economics (Honours)
Kari Hershkowitz's Franklin Templeton Experience July 2006 - August 2008
Job MBA Student
Industry Financial Services
Experience
Franklin Templeton July 2006 - August 2008
Education
Florida Atlantic University 2008 — 2009
Masters of Business Administration, Finance, Accounting
University of Florida - Warrington College of Business Administration 2002 — 2006
Franklin Templeton July 2006 - August 2008
Education
Florida Atlantic University 2008 — 2009
Masters of Business Administration, Finance, Accounting
University of Florida - Warrington College of Business Administration 2002 — 2006
Hazel Zecha's Franklin Templeton Experience Project ManagerFranklin Templeton1998 - Present
Job Project Manager at Franklin Templeton
Industry Financial Services
Experience
Franklin Templeton Project ManagerFranklin Templeton1998 - Present
Education
California State University-East Bay 1991 — 1996
BS, Business Administration
Franklin Templeton Project ManagerFranklin Templeton1998 - Present
Education
California State University-East Bay 1991 — 1996
BS, Business Administration
Larry Sikes's Franklin Templeton Experience 1990 - 2009
Job Retired from Franklin Templeton Investments
Industry Information Technology and Services
Experience
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
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
Carson Black's Franklin Templeton Experience 1996 - 1999
Job Web Developer (Programmer 5) at UC Davis
Industry Information Technology and Services
Experience
UC Davis January 2013 - Present
Brehm Communications, Inc. August 2009 - January 2013
Mikeslessons.com 2007 - 2010
Sacramento Web Development 2007 - 2009
Health Net, Inc. September 1999 - March 2007
Franklin Templeton 1996 - 1999
Skills
SEO, CSS, Web Development, PHP, JavaScript, MySQL, Web Design, PPC, Programming, Online Marketing, Online Advertising, Social Media, HTML, Content Management, Email Marketing, Apache, Drupal, Advertising, CMS, Team Management, Leadership, User Experience, Databases, XML, Technical Training, E-commerce, Google Adwords, SEM, HTML 5
Education
California State University-Chico 1992 — 1994
Bachelor of Science (B.S.), Instructional Technology
Butte College 1990 — 1992
General education
UC Davis January 2013 - Present
Brehm Communications, Inc. August 2009 - January 2013
Mikeslessons.com 2007 - 2010
Sacramento Web Development 2007 - 2009
Health Net, Inc. September 1999 - March 2007
Franklin Templeton 1996 - 1999
Skills
SEO, CSS, Web Development, PHP, JavaScript, MySQL, Web Design, PPC, Programming, Online Marketing, Online Advertising, Social Media, HTML, Content Management, Email Marketing, Apache, Drupal, Advertising, CMS, Team Management, Leadership, User Experience, Databases, XML, Technical Training, E-commerce, Google Adwords, SEM, HTML 5
Education
California State University-Chico 1992 — 1994
Bachelor of Science (B.S.), Instructional Technology
Butte College 1990 — 1992
General education
Jeff Gelerter's Franklin Templeton Experience August 2000 - September 2008
Job Principal Analyst Financial Management at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 2013 - Present
Franklin Templeton Investments January 2010 - July 2013
Blue Shield of California September 2008 - January 2010
Franklin Templeton August 2000 - September 2008
Franklin Templeton March 2006 - January 2008
Franklin Templeton February 1997 - August 2000
Franklin Templeton September 1994 - February 1997
Skills
Financial Analysis, Financial Modeling, Forecasting, Management, Program Management, Business Intelligence, Project Management, CRM
Education
University of California, Davis 2012 — 2013
Project Management
California State University-Hayward - School of Business and Economics 1998 — 2000
MBA, Finance
San Diego State University-California State University 1990 — 1994
Franklin Templeton Investments July 2013 - Present
Franklin Templeton Investments January 2010 - July 2013
Blue Shield of California September 2008 - January 2010
Franklin Templeton August 2000 - September 2008
Franklin Templeton March 2006 - January 2008
Franklin Templeton February 1997 - August 2000
Franklin Templeton September 1994 - February 1997
Skills
Financial Analysis, Financial Modeling, Forecasting, Management, Program Management, Business Intelligence, Project Management, CRM
Education
University of California, Davis 2012 — 2013
Project Management
California State University-Hayward - School of Business and Economics 1998 — 2000
MBA, Finance
San Diego State University-California State University 1990 — 1994
Carter Bailey's Franklin Templeton Experience
Job Senior Vice President at Franklin Templeton
Industry Investment Management
Experience
Franklin Templeton
Skills
Alternative Investments, Asset Management, Hedge Funds, Investment Strategies, Fixed Income, Equities, Mutual Funds, Investments, Asset Managment, Asset Allocation, Capital Markets, Investment Management, Financial Services, Securities
Education
Loyola University New Orleans
Tulane University
Franklin Templeton
Skills
Alternative Investments, Asset Management, Hedge Funds, Investment Strategies, Fixed Income, Equities, Mutual Funds, Investments, Asset Managment, Asset Allocation, Capital Markets, Investment Management, Financial Services, Securities
Education
Loyola University New Orleans
Tulane University
Carol Provenzola's Franklin Templeton Experience 1994 - Present
Job Director HR Advisory Services at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2013 - Present
Franklin Templeton 1994 - Present
Franklin Templeton Investments May 2008 - December 2013
Skills
Mutual Funds, Equities, Human Resources, Finance, Investments
Education
Florida Atlantic University
Franklin Templeton Investments December 2013 - Present
Franklin Templeton 1994 - Present
Franklin Templeton Investments May 2008 - December 2013
Skills
Mutual Funds, Equities, Human Resources, Finance, Investments
Education
Florida Atlantic University
Ronice Barlow's Franklin Templeton Experience January 2012 - Present
Job SVP, Head of Strategic Planning & Business Development North America at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2013 - Present
Franklin Templeton January 2012 - Present
Franklin Templeton Investments January 2007 - January 2012
Franklin Templeton Investments January 1995 - January 2007
Skills
Investments, Mutual Funds, Asset Allocation, Asset Management, Analytics, Series 63, Wealth Management, Risk Management, Financial Services, Investment Strategies, Business Development, Separately Managed..., Strategic Planning, Series 6, Marketing Strategy, Strategy, Management, Leadership, Series 7, Strategic Financial..., Business Analysis, Equities, Fixed Income, Valuation, 401k, Portfolio Management, Retirement, Asset Managment, Process Improvement, Bloomberg, Securities, Financial Analysis
Education
Eckerd College 1987 — 1991
Franklin Templeton Investments October 2013 - Present
Franklin Templeton January 2012 - Present
Franklin Templeton Investments January 2007 - January 2012
Franklin Templeton Investments January 1995 - January 2007
Skills
Investments, Mutual Funds, Asset Allocation, Asset Management, Analytics, Series 63, Wealth Management, Risk Management, Financial Services, Investment Strategies, Business Development, Separately Managed..., Strategic Planning, Series 6, Marketing Strategy, Strategy, Management, Leadership, Series 7, Strategic Financial..., Business Analysis, Equities, Fixed Income, Valuation, 401k, Portfolio Management, Retirement, Asset Managment, Process Improvement, Bloomberg, Securities, Financial Analysis
Education
Eckerd College 1987 — 1991
Ravi Suragimath's Franklin Templeton Experience August 2007 - Present
Job Franklin Templeton
Industry Computer Software
Experience
Franklin Templeton August 2007 - Present
Cognizant Technology Solutions July 2005 - August 2007
3M 2005 - 2006
Zensar Technologies Ltd 1997 - 2005
Education
SDM College of Engineering, Dharwad 1988 — 1992
Sainik School, Bijapur 1979 — 1984
Karnatak University
B.E., Computer Science
Franklin Templeton August 2007 - Present
Cognizant Technology Solutions July 2005 - August 2007
3M 2005 - 2006
Zensar Technologies Ltd 1997 - 2005
Education
SDM College of Engineering, Dharwad 1988 — 1992
Sainik School, Bijapur 1979 — 1984
Karnatak University
B.E., Computer Science
Amarjit Gill's Franklin Templeton Experience July 2006 - February 2008
Job Services Engineer at Resource Torrent
Industry Computer Networking
Experience
Resource Torrent January 2014 - Present
Cisco Systems December 2011 - Present
Apple Inc. June 2011 - December 2011
Cisco Systems 2010 - June 2011
Nielsen NetRatings August 2009 - May 2010
Arvato Financial Services February 2008 - August 2009
Franklin Templeton July 2006 - February 2008
Skills
Business Analysis, Business Objects, Anaplan, Access, Data Modeling, Oracle, Business Intelligence, SQL, Databases, Business Requirements, Requirements Gathering, Requirements Analysis, Analysis, Cross-functional Team..., Cognos, Business Process, User Acceptance Testing, Systems Analysis, Tableau, Hyperion Reports, Microstrategy, Microsoft Excel, Visio, Essbase, SDLC, Data Analysis, Data Warehousing, Dashboard
Education
California State University-Hayward - School of Business and Economics 2003 — 2005
MBA, Marketing
San Jose State University 2000 — 2003
B.S. Business Administration, Management Information Systems
Resource Torrent January 2014 - Present
Cisco Systems December 2011 - Present
Apple Inc. June 2011 - December 2011
Cisco Systems 2010 - June 2011
Nielsen NetRatings August 2009 - May 2010
Arvato Financial Services February 2008 - August 2009
Franklin Templeton July 2006 - February 2008
Skills
Business Analysis, Business Objects, Anaplan, Access, Data Modeling, Oracle, Business Intelligence, SQL, Databases, Business Requirements, Requirements Gathering, Requirements Analysis, Analysis, Cross-functional Team..., Cognos, Business Process, User Acceptance Testing, Systems Analysis, Tableau, Hyperion Reports, Microstrategy, Microsoft Excel, Visio, Essbase, SDLC, Data Analysis, Data Warehousing, Dashboard
Education
California State University-Hayward - School of Business and Economics 2003 — 2005
MBA, Marketing
San Jose State University 2000 — 2003
B.S. Business Administration, Management Information Systems
Ken Masters's Franklin Templeton Experience August 2000 - October 2004
Job Owner, Lateral Investment Management
Industry Financial Services
Experience
Lateral Investment Management January 2012 - Present
White Oak Global Advisors February 2007 - September 2011
KKR Asset Management November 2004 - June 2006
Franklin Templeton August 2000 - October 2004
Skills
Private Equity, Hedge Funds, Financial Modeling, Investments, Valuation, Investment Banking, Alternative Investments, Venture Capital, Equities, Due Diligence, Mergers, Emerging Markets, Corporate Finance, Asset Managment, Financial Analysis, Equity Research, Capital Markets, Fund Of Funds, Portfolio Management, Investor Relations, Mergers & Acquisitions, Fixed Income, Asset Management, Restructuring, Leveraged Finance, Mutual Funds
Education
Harvard Business School 1998 — 2000
Master of Business Administration (MBA)
Cornell University 1995 — 1998
BS, Finance
San Diego Community College 1993 — 1995
AA, Liberal Arts
Lateral Investment Management January 2012 - Present
White Oak Global Advisors February 2007 - September 2011
KKR Asset Management November 2004 - June 2006
Franklin Templeton August 2000 - October 2004
Skills
Private Equity, Hedge Funds, Financial Modeling, Investments, Valuation, Investment Banking, Alternative Investments, Venture Capital, Equities, Due Diligence, Mergers, Emerging Markets, Corporate Finance, Asset Managment, Financial Analysis, Equity Research, Capital Markets, Fund Of Funds, Portfolio Management, Investor Relations, Mergers & Acquisitions, Fixed Income, Asset Management, Restructuring, Leveraged Finance, Mutual Funds
Education
Harvard Business School 1998 — 2000
Master of Business Administration (MBA)
Cornell University 1995 — 1998
BS, Finance
San Diego Community College 1993 — 1995
AA, Liberal Arts
Ed Jamieson's Franklin Templeton Experience 2005 - Present
Job CIO, Franklin Equity Group
Industry Financial Services
Experience
Franklin Templeton 2005 - Present
Franklin Resources March 1987 - Present
Education
The University of Chicago 1973 — 1974
MBA, Finance and Accounting
Bucknell University 1966 — 1970
Franklin Templeton 2005 - Present
Franklin Resources March 1987 - Present
Education
The University of Chicago 1973 — 1974
MBA, Finance and Accounting
Bucknell University 1966 — 1970
David McHugh's Franklin Templeton Experience January 1997 - February 1999
Job Principal IT Service Operations, Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente February 2015 - Present
Rose International October 2014 - January 2015
Kforce October 2013 - September 2014
Systems Integration Solutions October 2012 - November 2013
Synergy Services July 2012 - September 2012
Allstate Insurance Co. December 2001 - July 2012
Providian Financial Corp. July 1999 - October 2001
Robert Half International February 1999 - July 1999
Franklin Templeton January 1997 - February 1999
Charles Krug Winery May 1996 - December 1996
Skills
Project Management, Business Intelligence, Microsoft SQL Server, CEH, MCITP, Microsoft Certified..., SDLC, Process Improvement, Vendor Management, Business Analysis, Enterprise Architecture, Visio, Insurance, Web Development, Web Applications, Web Design, Budgets, Website Development, Analysis, PMO, Access, Software Documentation, Management, Customer Service, Risk Management
Education
Certification Camps 2011 — 2011
MCITP, MS SQL Server 2008 R2
University of Denver - Daniels College of Business 2007 — 2009
MBA, Leadership
California State University-Sacramento 1991 — 1993
BSBA, Finance
Napa Valley College 1989 — 1991
Accounting & Finance
University of California, Santa Cruz 1986 — 1987
General study
Napa High School 1983 — 1986
High School Diploma
Kaiser Permanente February 2015 - Present
Rose International October 2014 - January 2015
Kforce October 2013 - September 2014
Systems Integration Solutions October 2012 - November 2013
Synergy Services July 2012 - September 2012
Allstate Insurance Co. December 2001 - July 2012
Providian Financial Corp. July 1999 - October 2001
Robert Half International February 1999 - July 1999
Franklin Templeton January 1997 - February 1999
Charles Krug Winery May 1996 - December 1996
Skills
Project Management, Business Intelligence, Microsoft SQL Server, CEH, MCITP, Microsoft Certified..., SDLC, Process Improvement, Vendor Management, Business Analysis, Enterprise Architecture, Visio, Insurance, Web Development, Web Applications, Web Design, Budgets, Website Development, Analysis, PMO, Access, Software Documentation, Management, Customer Service, Risk Management
Education
Certification Camps 2011 — 2011
MCITP, MS SQL Server 2008 R2
University of Denver - Daniels College of Business 2007 — 2009
MBA, Leadership
California State University-Sacramento 1991 — 1993
BSBA, Finance
Napa Valley College 1989 — 1991
Accounting & Finance
University of California, Santa Cruz 1986 — 1987
General study
Napa High School 1983 — 1986
High School Diploma
Joy Swars-Yun's Franklin Templeton Experience June 1995 - August 1997
Job Capital Finance & Accounting Manager Sutter Health
Industry Hospital & Health Care
Experience
Sutter Health May 2003 - Present
Sutter Health May 2001 - May 2003
Sutter Health August 1997 - May 2001
Franklin Templeton June 1995 - August 1997
Education
California State University-Sacramento 1991 — 1995
BS
Sutter Health May 2003 - Present
Sutter Health May 2001 - May 2003
Sutter Health August 1997 - May 2001
Franklin Templeton June 1995 - August 1997
Education
California State University-Sacramento 1991 — 1995
BS
Jan Boyson's Franklin Templeton Experience ManagerFranklin Templeton Investments1995 - Present
Job Manager at Franklin Templeton
Industry Financial Services
Experience
Franklin Templeton ManagerFranklin Templeton Investments1995 - Present
Skills
Mutual Funds, Financial Services, Leadership, Investments, Business Analysis, Portfolio Management, Risk Management, Asset Management, Team Building, Process Improvement
Education
Eckerd College 2000 — 2002
Franklin Templeton ManagerFranklin Templeton Investments1995 - Present
Skills
Mutual Funds, Financial Services, Leadership, Investments, Business Analysis, Portfolio Management, Risk Management, Asset Management, Team Building, Process Improvement
Education
Eckerd College 2000 — 2002
Dwight Lamppert's Franklin Templeton Experience October 2000 - October 2010
Job Senior Test Manager at Franklin Templeton
Industry Financial Services
Experience
Franklin Templeton Investments 2000 - Present
Franklin Templeton October 2000 - October 2010
Education
Purdue University 1966 — 1970
Franklin Templeton Investments 2000 - Present
Franklin Templeton October 2000 - October 2010
Education
Purdue University 1966 — 1970
Edwin Lugo's Franklin Templeton Experience June 2006 - Present
Job Portfolio Manager at Franklin Templeton
Industry Investment Management
Experience
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
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
Robert McEneany, CFA's Franklin Templeton Experience July 1996 - August 1999
Job Global Head IM Financial Modeling at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ September 2012 - Present
Thomson Reuters January 2004 - September 2012
Baseline December 2000 - January 2004
Wells Fargo - Mutual Fund Group August 1999 - December 2000
Franklin-Templeton July 1996 - August 1999
Skills
Financial Modeling, Microsoft Excel, VBA, Product Management, Product Development, Valuation, Consulting, Capital Markets, Project Management, Investment Management, Portfolio Management, Investment Banking, Investments, Finance, Trading, Financial Analysis, Business Development, Financial Markets
Education
Colorado State University 1992 — 1996
B.S. Finance
S&P Capital IQ September 2012 - Present
Thomson Reuters January 2004 - September 2012
Baseline December 2000 - January 2004
Wells Fargo - Mutual Fund Group August 1999 - December 2000
Franklin-Templeton July 1996 - August 1999
Skills
Financial Modeling, Microsoft Excel, VBA, Product Management, Product Development, Valuation, Consulting, Capital Markets, Project Management, Investment Management, Portfolio Management, Investment Banking, Investments, Finance, Trading, Financial Analysis, Business Development, Financial Markets
Education
Colorado State University 1992 — 1996
B.S. Finance
Corey Jerry's Franklin Templeton Experience November 2005 - November 2006
Job Senior IT Audit Manager at Spirit Airlines
Industry Information Technology and Services
Experience
Spirit Airlines May 2015 - Present
Sunera LLC November 2006 - Present
ISACA, South Florida Chapter June 2009 - May 2010
Franklin Templeton November 2005 - November 2006
MARSYS November 2002 - June 2004
Skills
IT Audit, CISA, Internal Controls, Sarbanes-Oxley Act, Enterprise Risk..., Information Technology, Internal Audit, Security, Financial Risk, Governance, Sarbanes-Oxley, SAS70, Information Security, Risk Assessment, ERP, COBIT, Incident Management, Business Continuity, Data Privacy, SSAE 16, HIPAA
Education
Florida Atlantic University 2005 — 2007
Master's Degree, Masters of Acctounting
University of Florida - Warrington College Of Business
Bachelor's Degree, Decision and Information Sciences
Spirit Airlines May 2015 - Present
Sunera LLC November 2006 - Present
ISACA, South Florida Chapter June 2009 - May 2010
Franklin Templeton November 2005 - November 2006
MARSYS November 2002 - June 2004
Skills
IT Audit, CISA, Internal Controls, Sarbanes-Oxley Act, Enterprise Risk..., Information Technology, Internal Audit, Security, Financial Risk, Governance, Sarbanes-Oxley, SAS70, Information Security, Risk Assessment, ERP, COBIT, Incident Management, Business Continuity, Data Privacy, SSAE 16, HIPAA
Education
Florida Atlantic University 2005 — 2007
Master's Degree, Masters of Acctounting
University of Florida - Warrington College Of Business
Bachelor's Degree, Decision and Information Sciences
Ryan Ferster's Franklin Templeton Experience Investment Risk AnalystFranklin Templeton Investments2005 - Present
Job Risk Analyst at Franklin Templeton
Industry Investment Management
Experience
Franklin Templeton Investment Risk AnalystFranklin Templeton Investments2005 - Present
Columbia University 2002 - 2005
Education
Columbia University in the City of New York 2000 — 2005
Franklin Templeton Investment Risk AnalystFranklin Templeton Investments2005 - Present
Columbia University 2002 - 2005
Education
Columbia University in the City of New York 2000 — 2005
Christian Bretz's Franklin Templeton Experience May 1997 - September 2000
Job Director of Investments and Operations, ABD Retirement Services
Industry Financial Services
Experience
The ABD Team July 2012 - Present
Wells Fargo Insurance Services May 2005 - July 2012
Marsh/Mercer September 2000 - May 2005
Franklin Templeton May 1997 - September 2000
Education
California Polytechnic State University-San Luis Obispo 1992 — 1996
Bachelor of Science (B.S.), Business Administration, Management and Operations
The ABD Team July 2012 - Present
Wells Fargo Insurance Services May 2005 - July 2012
Marsh/Mercer September 2000 - May 2005
Franklin Templeton May 1997 - September 2000
Education
California Polytechnic State University-San Luis Obispo 1992 — 1996
Bachelor of Science (B.S.), Business Administration, Management and Operations
David Douglas's Franklin Templeton Experience October 2005 - October 2007
Job VPSenior Advisor Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments May 2013 - Present
Franklin Templeton Investments October 2007 - April 2013
Franklin Templeton October 2005 - October 2007
Skills
Leadership, Mutual Funds, Investments, Series 7, Equities, Fixed Income, Asset Management, Portfolio Management, Securities, Financial Services, Asset Allocation, Retirement Planning, Financial Markets, Capital Markets
Education
Northwood University 1985 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
Franklin Templeton Investments May 2013 - Present
Franklin Templeton Investments October 2007 - April 2013
Franklin Templeton October 2005 - October 2007
Skills
Leadership, Mutual Funds, Investments, Series 7, Equities, Fixed Income, Asset Management, Portfolio Management, Securities, Financial Services, Asset Allocation, Retirement Planning, Financial Markets, Capital Markets
Education
Northwood University 1985 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
Eric Zimmer's Franklin Templeton Experience September 1998 - March 2009
Job Financial Services Operational Risk professional
Industry Financial Services
Experience
Pinellas Education Foundation 2000 - Present
JPMorgan Chase March 2011 - January 2013
Franklin Templeton September 1998 - March 2009
Fidelity Investments 1994 - 1998
Bank of Boston 1989 - 1994
John Hancock 1978 - 1989
Skills
Call Center, SDLC, Operational Risk..., Vendor Relations, Audit, Process Improvement, Compliance, Business Analysis, Risk Management, Multi-site Management, Auditing
Education
Boston University - School of Management 1981 — 1988
BSBA, MBA, Business Administration and Management, General
Pinellas Education Foundation 2000 - Present
JPMorgan Chase March 2011 - January 2013
Franklin Templeton September 1998 - March 2009
Fidelity Investments 1994 - 1998
Bank of Boston 1989 - 1994
John Hancock 1978 - 1989
Skills
Call Center, SDLC, Operational Risk..., Vendor Relations, Audit, Process Improvement, Compliance, Business Analysis, Risk Management, Multi-site Management, Auditing
Education
Boston University - School of Management 1981 — 1988
BSBA, MBA, Business Administration and Management, General
Ozkan, Erica's Franklin Templeton Experience FTT Project ManagerFranklin Templeton Investments1994 - Present
Job DR Project Manager at Franklin Templeton
Industry Financial Services
Experience
Franklin Templeton FTT Project ManagerFranklin Templeton Investments1994 - Present
Education
Eckerd College
Franklin Templeton FTT Project ManagerFranklin Templeton Investments1994 - Present
Education
Eckerd College
Baljinder Singh's Franklin Templeton Experience 2002 - 2010
Job Director Enterprise Warehouse and Business Intelligence and Reporting
Industry Financial Services
Experience
Franklin Templeton Investments August 2002 - Present
Franklin Templeton 2002 - 2010
Skills
Data Warehousing, Business Intelligence, Business Objects, ETL, Informatica, Enterprise Software
Education
California State University-East Bay 1988 — 1989
Finance
De Anza College 1986 — 1988
DAV College 1979 — 1982
St. George's College, Mussoorie 1974 — 1977
Hampton Court, Mussoorie 1967 — 1973
Franklin Templeton Investments August 2002 - Present
Franklin Templeton 2002 - 2010
Skills
Data Warehousing, Business Intelligence, Business Objects, ETL, Informatica, Enterprise Software
Education
California State University-East Bay 1988 — 1989
Finance
De Anza College 1986 — 1988
DAV College 1979 — 1982
St. George's College, Mussoorie 1974 — 1977
Hampton Court, Mussoorie 1967 — 1973
José Cuevas's Franklin Templeton Experience 1998 - 2000
Job Vice President, Corporate Accounts at Strategic Insight
Industry Computer Software
Experience
Strategic Insight November 2014 - Present
FactSet September 2012 - October 2014
FactSet Research Systems April 2010 - September 2012
FactSet Research Systems September 2008 - April 2010
FactSet Research Systems August 2004 - September 2008
FactSet Research Systems February 2003 - August 2004
FactSet Research Systems November 2000 - February 2003
Franklin Templeton 1998 - 2000
Skills
FactSet, Financial Modeling, Equities, Microsoft Excel, Management, Portfolio Management, Account Management, Market Data, Financial Markets, Competitive Analysis, Marketing Strategy, Financial Services, Investments, Financial Analysis, Asset Managment, Project Management, Customer Service, Customer Retention, Relationship Management
Education
Notre Dame de Namur University 1994 — 2004
Master of Business Administration (MBA), Finance, International Business, Latin American Studies
Strategic Insight November 2014 - Present
FactSet September 2012 - October 2014
FactSet Research Systems April 2010 - September 2012
FactSet Research Systems September 2008 - April 2010
FactSet Research Systems August 2004 - September 2008
FactSet Research Systems February 2003 - August 2004
FactSet Research Systems November 2000 - February 2003
Franklin Templeton 1998 - 2000
Skills
FactSet, Financial Modeling, Equities, Microsoft Excel, Management, Portfolio Management, Account Management, Market Data, Financial Markets, Competitive Analysis, Marketing Strategy, Financial Services, Investments, Financial Analysis, Asset Managment, Project Management, Customer Service, Customer Retention, Relationship Management
Education
Notre Dame de Namur University 1994 — 2004
Master of Business Administration (MBA), Finance, International Business, Latin American Studies
Charissa Cashin's Franklin Templeton Experience October 2007 - October 2008
Job Director Product Management and Development; Principal Funds at Principal Financial Group
Industry Investment Management
Experience
Principal Financial Group May 2013 - Present
Franklin Templeton Investments October 2008 - May 2013
Franklin Templeton October 2007 - October 2008
Franklin Templeton Investments November 2004 - October 2007
Franklin Templeton Investments October 2003 - October 2004
Franklin Templeton Investments July 2002 - October 2003
Skills
Alternative Investments, Asset Allocation, Investments, Mutual Funds, Equities, Portfolio Management, Series 63, Series 7, Series 6, Fixed Income, Asset Managment, Retirement Planning, Financial Services, Finance
Education
Creighton University 2010 — 2012
Master of Arts (M.A.), Finance: Security Analysis/Portfolio Management
University of Phoenix 2003 — 2005
MBA, Global Management
University of South Florida - College of Business Administration 2000 — 2002
Bachelor of Arts (B.A.), Management Information Systems, General
University of South Florida 1999 — 2001
BA, Public Relations
Principal Financial Group May 2013 - Present
Franklin Templeton Investments October 2008 - May 2013
Franklin Templeton October 2007 - October 2008
Franklin Templeton Investments November 2004 - October 2007
Franklin Templeton Investments October 2003 - October 2004
Franklin Templeton Investments July 2002 - October 2003
Skills
Alternative Investments, Asset Allocation, Investments, Mutual Funds, Equities, Portfolio Management, Series 63, Series 7, Series 6, Fixed Income, Asset Managment, Retirement Planning, Financial Services, Finance
Education
Creighton University 2010 — 2012
Master of Arts (M.A.), Finance: Security Analysis/Portfolio Management
University of Phoenix 2003 — 2005
MBA, Global Management
University of South Florida - College of Business Administration 2000 — 2002
Bachelor of Arts (B.A.), Management Information Systems, General
University of South Florida 1999 — 2001
BA, Public Relations
Koorosh Ghorashy's Franklin Templeton Experience March 2002 - March 2003
Job Data/DW Architect
Industry Computer Software
Experience
University of California Office of the President July 2012 - Present
ECWise 2011 - 2012
Consultant 2010 - 2010
Obopay 2008 - 2010
Charles Schwab/Verigy/FusionOps June 2005 - September 2007
Verisign, Inc. July 2003 - May 2005
Franklin Templeton March 2002 - March 2003
Scient Corporation June 1999 - November 2001
MyPoints.com June 1998 - June 1999
Wells Fargo Bank January 1995 - April 1998
Skills
Data Modeling, Data Warehousing, Business Intelligence, Database Design, Erwin, Architecture, SQL, Requirements Analysis, Vendor Management, Databases, Unix, Unix Shell Scripting, Agile, Oracle SQL, Database Management, SDLC, Shell Scripting, Relational Databases, Data Analysis, Dimensional Modeling
Education
Concordia University 1983 — 1986
Master of Science, Mathematics, Statistics and Computer Science
University of California Office of the President July 2012 - Present
ECWise 2011 - 2012
Consultant 2010 - 2010
Obopay 2008 - 2010
Charles Schwab/Verigy/FusionOps June 2005 - September 2007
Verisign, Inc. July 2003 - May 2005
Franklin Templeton March 2002 - March 2003
Scient Corporation June 1999 - November 2001
MyPoints.com June 1998 - June 1999
Wells Fargo Bank January 1995 - April 1998
Skills
Data Modeling, Data Warehousing, Business Intelligence, Database Design, Erwin, Architecture, SQL, Requirements Analysis, Vendor Management, Databases, Unix, Unix Shell Scripting, Agile, Oracle SQL, Database Management, SDLC, Shell Scripting, Relational Databases, Data Analysis, Dimensional Modeling
Education
Concordia University 1983 — 1986
Master of Science, Mathematics, Statistics and Computer Science
Ravi Dhaliwal's Franklin Templeton Experience May 1999 - 2000
Job Compensation Manager
Industry Computer Software
Experience
Oracle August 2014 - Present
Oracle June 2007 - Present
Oracle June 2006 - 2007
Sutter Medical Foundation August 2005 - June 2006
Franklin Templeton Investments February 2000 - August 2005
Franklin Templeton May 1999 - 2000
Franklin Templeton February 1998 - July 1999
Wells Fargo, National Business Banking Center September 1997 - February 1998
Tax Deferred Service May 1997 - February 1998
Skills
Deferred Compensation, Leadership, Business Analysis, Management, PeopleSoft, Business Intelligence, Accounting, Documentation, Forecasting, Sales Compensation, SaaS, Mergers & Acquisitions, Process Improvement, Utilization Review, Business Process..., SaaS Compensation, Financial Reporting, Financial Modeling, Treasury Services, Financial Analysis, 401k, 401k Rollovers, Retirement Savings, Project Management, Return on Investment...
Education
National University 1999 — 2001
Master of Business Administration-MBA, Finance
California State University-Chico 1994 — 1996
Bachelor of Science in Business Administration, Concentration in Finance and Economics
Oracle August 2014 - Present
Oracle June 2007 - Present
Oracle June 2006 - 2007
Sutter Medical Foundation August 2005 - June 2006
Franklin Templeton Investments February 2000 - August 2005
Franklin Templeton May 1999 - 2000
Franklin Templeton February 1998 - July 1999
Wells Fargo, National Business Banking Center September 1997 - February 1998
Tax Deferred Service May 1997 - February 1998
Skills
Deferred Compensation, Leadership, Business Analysis, Management, PeopleSoft, Business Intelligence, Accounting, Documentation, Forecasting, Sales Compensation, SaaS, Mergers & Acquisitions, Process Improvement, Utilization Review, Business Process..., SaaS Compensation, Financial Reporting, Financial Modeling, Treasury Services, Financial Analysis, 401k, 401k Rollovers, Retirement Savings, Project Management, Return on Investment...
Education
National University 1999 — 2001
Master of Business Administration-MBA, Finance
California State University-Chico 1994 — 1996
Bachelor of Science in Business Administration, Concentration in Finance and Economics
Keith Holden, CFA's Franklin Templeton Experience March 2003 - February 2005
Job AVP, Advisor Experience and Investment Solutions at John Hancock Retirement Plan Services
Industry Investment Management
Experience
John Hancock Financial Services July 2014 - Present
Manulife Asset Management April 2013 - July 2014
Manulife Asset Management December 2011 - April 2013
Manulife Financial September 2010 - December 2011
Manulife Financial February 2009 - January 2011
Manulife Financial September 2008 - February 2009
John Hancock January 2007 - September 2008
John Hancock February 2005 - January 2007
Franklin Templeton March 2003 - February 2005
BMO Investments Inc September 2000 - March 2003
Education
Carleton University 1994 — 1997
BA, Law
John Hancock Financial Services July 2014 - Present
Manulife Asset Management April 2013 - July 2014
Manulife Asset Management December 2011 - April 2013
Manulife Financial September 2010 - December 2011
Manulife Financial February 2009 - January 2011
Manulife Financial September 2008 - February 2009
John Hancock January 2007 - September 2008
John Hancock February 2005 - January 2007
Franklin Templeton March 2003 - February 2005
BMO Investments Inc September 2000 - March 2003
Education
Carleton University 1994 — 1997
BA, Law
Amy O'Campo's Franklin Templeton Experience 1997 - 1999
Job Secretary at SamTrans
Industry Transportation/Trucking/Railroad
Experience
SamTrans May 1999 - Present
Franklin Templeton 1997 - 1999
Education
College of San Mateo 2005 — 2008
SamTrans May 1999 - Present
Franklin Templeton 1997 - 1999
Education
College of San Mateo 2005 — 2008
Monica Barnett's Franklin Templeton Experience 2001 - 2004
Job Direct Response Marketing Manager I at Kaiser Permanente
Industry Financial Services
Experience
Kaiser Permanente June 2012 - Present
PACIFIC GAS & ELECTRIC March 2011 - June 2012
San Francisco Sheriff's Department August 2010 - February 2011
Franklin Templeton Investments 2004 - 2009
Franklin Templeton 2001 - 2004
Franklin Templeton Investments March 1993 - September 2000
Skills
Program Management, Advertising, Budgets, Project Planning, Forecasting, Corporate Communications, Portfolio Management, Financial Services, Mutual Funds, Microsoft Office, Strategic Planning, Public Speaking
Education
City College of San Francisco 1987 — 1989
Pending, Psychology
Kaiser Permanente June 2012 - Present
PACIFIC GAS & ELECTRIC March 2011 - June 2012
San Francisco Sheriff's Department August 2010 - February 2011
Franklin Templeton Investments 2004 - 2009
Franklin Templeton 2001 - 2004
Franklin Templeton Investments March 1993 - September 2000
Skills
Program Management, Advertising, Budgets, Project Planning, Forecasting, Corporate Communications, Portfolio Management, Financial Services, Mutual Funds, Microsoft Office, Strategic Planning, Public Speaking
Education
City College of San Francisco 1987 — 1989
Pending, Psychology
Truniger-lutz Kelly's Franklin Templeton Experience Project ManagerFranklin Templeton Investments1994 - Present
Job Project Manager at Franklin Templeton
Industry Financial Services
Experience
Franklin Templeton Project ManagerFranklin Templeton Investments1994 - Present
NCR Corporation June 1990 - January 1994
Education
Nova Southeastern University 1997 — 1999
MS, Computer Science
Florida International University 1983 — 1987
BS, Computer Science
Franklin Templeton Project ManagerFranklin Templeton Investments1994 - Present
NCR Corporation June 1990 - January 1994
Education
Nova Southeastern University 1997 — 1999
MS, Computer Science
Florida International University 1983 — 1987
BS, Computer Science
Ray Carollo's Franklin Templeton Experience June 2006 - Present
Job Advisor Consultant Franklin Templeton
Industry Financial Services
Experience
Franklin Templeton June 2006 - Present
Skills
Series 63, Separately Managed..., Mutual Funds, Series 7, Series 6, Asset Allocation, 401k, Variable Annuities, Wealth Management, Retirement Planning, FINRA, Alternative Investments, Portfolio Management, Financial Services, Securities, Series 24, Asset Management, Investment Strategies, Investments, Uniform Combined State..., Life Insurance, Financial Planners
Education
Auburn University 1994 — 2000
Franklin Templeton June 2006 - Present
Skills
Series 63, Separately Managed..., Mutual Funds, Series 7, Series 6, Asset Allocation, 401k, Variable Annuities, Wealth Management, Retirement Planning, FINRA, Alternative Investments, Portfolio Management, Financial Services, Securities, Series 24, Asset Management, Investment Strategies, Investments, Uniform Combined State..., Life Insurance, Financial Planners
Education
Auburn University 1994 — 2000
Annette (Kempel) McNamee's Franklin Templeton Experience April 1990 - October 1995
Job Budget Manager at Telecare Corporation
Industry Mental Health Care
Experience
Telecare Corporation November 2005 - Present
International Asset Systems April 2005 - November 2005
Atlas Advisors (World Savings Division) November 1996 - April 2005
Lawrence Johnson & Assoc. October 1995 - October 1996
Franklin Templeton April 1990 - October 1995
Skills
Financial Reporting, Financial Analysis, Accounting, Access, Finance, General Ledger, Process Improvement, US GAAP, Customer Service, Budgets, Forecasting, Management, Public Speaking, Accounts Payable, Financial Modeling, Policy, Auditing, Data Analysis, GAAP, Accounts Receivable, Account Reconciliation, Managerial Finance, Microsoft Excel, Analysis, Leadership, Strategic Financial...
Education
California State University-East Bay 1983 — 1988
BS, Business Administration - Accounting
Alameda High School
Telecare Corporation November 2005 - Present
International Asset Systems April 2005 - November 2005
Atlas Advisors (World Savings Division) November 1996 - April 2005
Lawrence Johnson & Assoc. October 1995 - October 1996
Franklin Templeton April 1990 - October 1995
Skills
Financial Reporting, Financial Analysis, Accounting, Access, Finance, General Ledger, Process Improvement, US GAAP, Customer Service, Budgets, Forecasting, Management, Public Speaking, Accounts Payable, Financial Modeling, Policy, Auditing, Data Analysis, GAAP, Accounts Receivable, Account Reconciliation, Managerial Finance, Microsoft Excel, Analysis, Leadership, Strategic Financial...
Education
California State University-East Bay 1983 — 1988
BS, Business Administration - Accounting
Alameda High School
Tanya Ollick's Franklin Templeton Experience 1999 - 2000
Job Senior Network Engineer at (same place)
Industry Online Media
Experience
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
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
Richard Pozzuto's Franklin Templeton Experience 1997 - 2005
Job President at The Audacious Spirit
Industry Religious Institutions
Experience
The Audacious Spirit April 2013 - Present
Spirit is Calling November 2010 - April 2013
Berkeley Psychic Institute April 2009 - June 2011
Unemployed - Looking for Contract Work February 2009 - September 2009
Genworth Financial December 2005 - February 2009
Franklin Templeton 1997 - 2005
Dreyfus Retirement Services December 1994 - December 1997
Skills
Healing, Customer Service, Spirituality, Teaching, Psychic, Project Management, Agile Methodologies, Coaching, Business Analysis, Microsoft Office, Public Speaking, Microsoft Excel, Training, PowerPoint, SQL, Microsoft Word, Leadership, Software Documentation, Leadership Development, Project Planning
Education
Bennington College 1980 — 1982
Theater, Literature
World School of Massage and Holisticl Heling Arts
The Audacious Spirit April 2013 - Present
Spirit is Calling November 2010 - April 2013
Berkeley Psychic Institute April 2009 - June 2011
Unemployed - Looking for Contract Work February 2009 - September 2009
Genworth Financial December 2005 - February 2009
Franklin Templeton 1997 - 2005
Dreyfus Retirement Services December 1994 - December 1997
Skills
Healing, Customer Service, Spirituality, Teaching, Psychic, Project Management, Agile Methodologies, Coaching, Business Analysis, Microsoft Office, Public Speaking, Microsoft Excel, Training, PowerPoint, SQL, Microsoft Word, Leadership, Software Documentation, Leadership Development, Project Planning
Education
Bennington College 1980 — 1982
Theater, Literature
World School of Massage and Holisticl Heling Arts
Krishna Ayyalasomayajula's Franklin Templeton Experience April 2007 - November 2008
Job Analyst
Industry Research
Experience
MetLife October 2014 - July 2015
Mississippi State University January 2009 - May 2014
National Energy Technology Laboratory February 2011 - December 2011
Franklin Templeton April 2007 - November 2008
Skills
Spectroscopy, Matlab, Physics, Research, Experimentation, LIBS, Labview, Statistics, Microsoft Office, Data Analysis, Fortran, R, Mathematical Physics, Applied Physics, Python, T-SQL, SSIS, SSRS, SQL Server Management..., Regression Analysis, Predictive Modeling, Characterization, LabVIEW, SQL, Databases
Education
Mississippi State University 2009 — 2014
Doctor of Philosophy (PhD), Applied Physics
Banaras Hindu University 2004 — 2006
Master of Science (M.Sc.), Physics
Osmania University 2000 — 2003
Bachelor of Science (B.Sc.), Maths, Physics and Chemistry
MetLife October 2014 - July 2015
Mississippi State University January 2009 - May 2014
National Energy Technology Laboratory February 2011 - December 2011
Franklin Templeton April 2007 - November 2008
Skills
Spectroscopy, Matlab, Physics, Research, Experimentation, LIBS, Labview, Statistics, Microsoft Office, Data Analysis, Fortran, R, Mathematical Physics, Applied Physics, Python, T-SQL, SSIS, SSRS, SQL Server Management..., Regression Analysis, Predictive Modeling, Characterization, LabVIEW, SQL, Databases
Education
Mississippi State University 2009 — 2014
Doctor of Philosophy (PhD), Applied Physics
Banaras Hindu University 2004 — 2006
Master of Science (M.Sc.), Physics
Osmania University 2000 — 2003
Bachelor of Science (B.Sc.), Maths, Physics and Chemistry
Kent Shepherd's Franklin Templeton Experience 1991 - Present
Job SVP, Portfolio Manager at Franklin Templeton
Industry Investment Management
Experience
Franklin Templeton Investments 1998 - Present
Franklin Templeton 1991 - Present
Templeton Global Advisers, Nassau, Bahamas 1993 - 1998
Drexel Burnham Lambert 1986 - 1989
Skills
Investments, Investment Banking, Mergers & Acquisitions, Series 63, Asset Allocation, Portfolio Management, Equities, Financial Modeling, Securities, Mutual Funds, Asset Management, Institutional..., Alternative Investments, Finance, Hedge Funds, Series 7, Corporate Finance, Equity Trading, Bonds, Management, Venture Capital
Education
UCLA Anderson School of Management 1989 — 1991
MBA, UCLA, Economics & International Finance
Northwestern University 1982 — 1986
BA, Economics/Political Science Dbl. Mjr.
Franklin Templeton Investments 1998 - Present
Franklin Templeton 1991 - Present
Templeton Global Advisers, Nassau, Bahamas 1993 - 1998
Drexel Burnham Lambert 1986 - 1989
Skills
Investments, Investment Banking, Mergers & Acquisitions, Series 63, Asset Allocation, Portfolio Management, Equities, Financial Modeling, Securities, Mutual Funds, Asset Management, Institutional..., Alternative Investments, Finance, Hedge Funds, Series 7, Corporate Finance, Equity Trading, Bonds, Management, Venture Capital
Education
UCLA Anderson School of Management 1989 — 1991
MBA, UCLA, Economics & International Finance
Northwestern University 1982 — 1986
BA, Economics/Political Science Dbl. Mjr.
Carol Molyneux's Franklin Templeton Experience 1982 - 1999
Job Partner, Sue Martin's Bookkeeping
Industry Accounting
Experience
EDGE Fund - National Organization of Mothers of Twins 2012 - Present
Sue Martin's Bookkeeping June 2001 - Present
Franklin Templeton 1982 - 1999
Skills
Outlook, Microsoft Office, Quickbooks, Quicken, ADP Payroll, Office Management, Bookkeeping, Accounts Payable, Accounts Receivable, Project Coordination, Interviewing, Employee Hiring, Property Management, Automated Business...
Education
College of San Mateo
Mercy HIgh School
EDGE Fund - National Organization of Mothers of Twins 2012 - Present
Sue Martin's Bookkeeping June 2001 - Present
Franklin Templeton 1982 - 1999
Skills
Outlook, Microsoft Office, Quickbooks, Quicken, ADP Payroll, Office Management, Bookkeeping, Accounts Payable, Accounts Receivable, Project Coordination, Interviewing, Employee Hiring, Property Management, Automated Business...
Education
College of San Mateo
Mercy HIgh School
Mirela Sina's Franklin Templeton Experience April 2005 - May 2008
Job Senior Finance Analyst
Industry Security and Investigations
Experience
ADT Security Services November 2010 - Present
DHL Global Business Services January 2010 - September 2010
INTL Consilium May 2008 - October 2008
Franklin Templeton April 2005 - May 2008
Net Management October 2003 - April 2005
Education
Nova Southeastern University 2005 — 2007
MBA, Finance
Nova Southeastern University 1999 — 2003
BS, Computer Information Systems
ADT Security Services November 2010 - Present
DHL Global Business Services January 2010 - September 2010
INTL Consilium May 2008 - October 2008
Franklin Templeton April 2005 - May 2008
Net Management October 2003 - April 2005
Education
Nova Southeastern University 2005 — 2007
MBA, Finance
Nova Southeastern University 1999 — 2003
BS, Computer Information Systems
Diane Heffron's Franklin Templeton Experience March 2003 - Present
Job Sr. Business Analyst at Franklin Templeton
Industry Financial Services
Experience
Franklin Templeton March 2003 - Present
Marex.com June 2000 - January 2002
Arthur Andersen January 1996 - January 1998
Education
University of Miami - School of Business 1998 — 2000
MBA, Finance
Florida International University - College of Business 1991 — 1994
BBA, Finance; International Business
Tabb High School, VA 1987 — 1990
Franklin Templeton March 2003 - Present
Marex.com June 2000 - January 2002
Arthur Andersen January 1996 - January 1998
Education
University of Miami - School of Business 1998 — 2000
MBA, Finance
Florida International University - College of Business 1991 — 1994
BBA, Finance; International Business
Tabb High School, VA 1987 — 1990
Costas Komodromos's Franklin Templeton Experience 2007 - October 2012
Job Senior Vice President at Franklin Templeton Group
Industry Investment Management
Experience
Franklin Templeton 2007 - October 2012
Putnam Investments 1999 - 2007
Skills
Alternative Investments, Asset Allocation, Fixed Income, Mutual Funds, Equities, Hedge Funds, Asset Management, Wealth Management, Portfolio Management, Investments, Investment Management, Capital Markets, Series 63, Series 7, Securities
Education
Fordham University 1993 — 1995
MA, Economics
Baruch College, City University of New York (CUNY) 1988 — 1992
BBA
Franklin Templeton 2007 - October 2012
Putnam Investments 1999 - 2007
Skills
Alternative Investments, Asset Allocation, Fixed Income, Mutual Funds, Equities, Hedge Funds, Asset Management, Wealth Management, Portfolio Management, Investments, Investment Management, Capital Markets, Series 63, Series 7, Securities
Education
Fordham University 1993 — 1995
MA, Economics
Baruch College, City University of New York (CUNY) 1988 — 1992
BBA
LynnAnn Matsumoto's Franklin Templeton Experience 2000 - June 2015
Job Senior Business Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 2015 - Present
Franklin Templeton 2000 - June 2015
Franklin Templeton Investments June 1997 - September 2000
Skills
Business Analysis, SDLC, Visio, Requirements Gathering, Business Requirements, Requirements Analysis, UAT coordination, Software Project..., Financial Services
Education
California State University-Sacramento
Bachelor’s Degree, Finance, General
Franklin Templeton Investments July 2015 - Present
Franklin Templeton 2000 - June 2015
Franklin Templeton Investments June 1997 - September 2000
Skills
Business Analysis, SDLC, Visio, Requirements Gathering, Business Requirements, Requirements Analysis, UAT coordination, Software Project..., Financial Services
Education
California State University-Sacramento
Bachelor’s Degree, Finance, General
Ashley Batmale Kruse's Franklin Templeton Experience 2007 - Present
Job Supervisor, Blue Sky at Franklin Templeton Group
Industry Financial Services
Experience
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
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
Melanie Candaso's Franklin Templeton Experience November 1997 - March 2000
Job Regional Director Human Resources at Shell Vacations
Industry Human Resources
Experience
Shell Vacations July 2001 - Present
Women.com March 2000 - July 2001
Franklin Templeton November 1997 - March 2000
Education
Golden Gate University
Master of Science, Human Resources Management
University of Kansas at Lawrence
Bachelor of Science, Business Administration; Psychology
Shell Vacations July 2001 - Present
Women.com March 2000 - July 2001
Franklin Templeton November 1997 - March 2000
Education
Golden Gate University
Master of Science, Human Resources Management
University of Kansas at Lawrence
Bachelor of Science, Business Administration; Psychology
Brooke Hickman's Franklin Templeton Experience August 2007 - July 2010
Job Associate Principal Examiner at FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority August 2011 - Present
Self Employed May 2011 - August 2011
Veriloquent Family Offices July 2010 - May 2011
Franklin Templeton August 2007 - July 2010
Franklin Templeton April 2006 - August 2007
Morgan Stanley June 2005 - April 2006
Skills
Securities, Bloomberg, Mutual Funds, Financial Services, Investments, Finance, Equities, Fixed Income, Customer Experience, Office Management, Portfolio Management, Research, Alternative Investments, FINRA
Education
Florida Atlantic University 2007 — 2009
Master, Business Administration; International Business
Nova Southeastern University 2001 — 2005
Bachelor of Arts Degree, Business Administration
J.P. Taravella High School
High School
Financial Industry Regulatory Authority August 2011 - Present
Self Employed May 2011 - August 2011
Veriloquent Family Offices July 2010 - May 2011
Franklin Templeton August 2007 - July 2010
Franklin Templeton April 2006 - August 2007
Morgan Stanley June 2005 - April 2006
Skills
Securities, Bloomberg, Mutual Funds, Financial Services, Investments, Finance, Equities, Fixed Income, Customer Experience, Office Management, Portfolio Management, Research, Alternative Investments, FINRA
Education
Florida Atlantic University 2007 — 2009
Master, Business Administration; International Business
Nova Southeastern University 2001 — 2005
Bachelor of Arts Degree, Business Administration
J.P. Taravella High School
High School
Ray Parker's Franklin Templeton Experience June 2004 - Present
Job RIA Wholesaler/Regional Director RIA Division
Industry Investment Management
Experience
Franklin Templeton June 2004 - Present
Morgan Stanley 2002 - 2004
AllianceBernstein 1997 - 2002
Philo Smith & Co., Inc. 1997 - 1997
Merrill Lynch 1995 - 1997
Education
Northeastern University
Bachelor of Arts (BA)
Franklin Templeton June 2004 - Present
Morgan Stanley 2002 - 2004
AllianceBernstein 1997 - 2002
Philo Smith & Co., Inc. 1997 - 1997
Merrill Lynch 1995 - 1997
Education
Northeastern University
Bachelor of Arts (BA)
Harvey Freedman's Franklin Templeton Experience 1990 - 2008
Job Retired
Industry Financial Services
Experience
28 Charthouse Ln Foster City, Ca. October 2008 - Present
Franklin Templeton Investments June 1990 - November 2008
Franklin Templeton 1990 - 2008
Skills
Mutual Funds, Investments, Financial Analysis, Management, Series 6, Customer Service, Relationship Management, Microsoft Excel, Business Analysis, Team Building, Account Management, Microsoft Office, Team Leadership, Accounting, Microsoft Word, Strategic Planning
Education
Los Angeles City College 1956 — 1958
AA, business
Los Angeles City College 1956 — 1958
AA, business
28 Charthouse Ln Foster City, Ca. October 2008 - Present
Franklin Templeton Investments June 1990 - November 2008
Franklin Templeton 1990 - 2008
Skills
Mutual Funds, Investments, Financial Analysis, Management, Series 6, Customer Service, Relationship Management, Microsoft Excel, Business Analysis, Team Building, Account Management, Microsoft Office, Team Leadership, Accounting, Microsoft Word, Strategic Planning
Education
Los Angeles City College 1956 — 1958
AA, business
Los Angeles City College 1956 — 1958
AA, business
Tatyana Hmarny's Franklin Templeton Experience 1995 - 1998
Job SW Engineer at Visa
Industry Information Services
Experience
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
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
John A Neal's Franklin Templeton Experience 2000 - 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
AccentHealth 2010 - Present
Franklin Templeton 2000 - 2008
Franklin Templeton Technologies 2000 - 2008
Franklin Templeton Investments 2000 - 2008
Skills
Tomcat, Java, Struts, Eclipse, Oracle, Microsoft SQL Server, Hibernate, Weblogic, SQL, Linux, Enterprise Architecture, Unix, Sybase, PostgreSQL, JSP, Java Enterprise Edition, Software Development, Virtualization, SOA, AJAX, Agile Methodologies, MySQL, XML, Apache, Integration, PL/SQL, Subversion, Databases, Core Java, OOP, Database Design, Software Project..., Requirements Analysis
Education
Kansas State University 1962 — 1967
BSEE, Electrical Engineering
AccentHealth 2010 - Present
Franklin Templeton 2000 - 2008
Franklin Templeton Technologies 2000 - 2008
Franklin Templeton Investments 2000 - 2008
Skills
Tomcat, Java, Struts, Eclipse, Oracle, Microsoft SQL Server, Hibernate, Weblogic, SQL, Linux, Enterprise Architecture, Unix, Sybase, PostgreSQL, JSP, Java Enterprise Edition, Software Development, Virtualization, SOA, AJAX, Agile Methodologies, MySQL, XML, Apache, Integration, PL/SQL, Subversion, Databases, Core Java, OOP, Database Design, Software Project..., Requirements Analysis
Education
Kansas State University 1962 — 1967
BSEE, Electrical Engineering
Nelly Fernandez's Franklin Templeton Experience December 2007 - March 2010
Job Global Product Management at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments March 2010 - Present
Franklin Templeton December 2007 - March 2010
Franklin Templeton Investments February 2005 - December 2007
Franklin Templeton Investments January 2000 - February 2005
Education
Florida Atlantic University
Business, Business, Marketing, Finance
Franklin Templeton Investments March 2010 - Present
Franklin Templeton December 2007 - March 2010
Franklin Templeton Investments February 2005 - December 2007
Franklin Templeton Investments January 2000 - February 2005
Education
Florida Atlantic University
Business, Business, Marketing, Finance
Susmita Pattnaik's Franklin Templeton Experience 2004 - August 2011
Job Associate IT Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 2011 - Present
Franklin Templeton Investments October 2004 - September 2011
Franklin templeton 2004 - August 2011
Infosys Technologies 1997 - 2004
Infosys Technologies Ltd 1997 - 2004
Infosys Technologies Ltd 1997 - 2004
3Com 2001 - 2002
Skills
Greenplum, Informatica, Mutual Funds, Data Integrity, NDM, Transfer Agency, Databases, Business Intelligence, Teradata, Data Warehousing, Data Integration, Data Modeling, ETL
Education
Orissa University of Agriculture and Technology 1990 — 1994
B Tech., Electrical Engg
Franklin Templeton Investments September 2011 - Present
Franklin Templeton Investments October 2004 - September 2011
Franklin templeton 2004 - August 2011
Infosys Technologies 1997 - 2004
Infosys Technologies Ltd 1997 - 2004
Infosys Technologies Ltd 1997 - 2004
3Com 2001 - 2002
Skills
Greenplum, Informatica, Mutual Funds, Data Integrity, NDM, Transfer Agency, Databases, Business Intelligence, Teradata, Data Warehousing, Data Integration, Data Modeling, ETL
Education
Orissa University of Agriculture and Technology 1990 — 1994
B Tech., Electrical Engg
Mahesh Kalepalli's Franklin Templeton Experience May 2003 - May 2005
Job Investments Systems Consultant at MetLife Insurance
Industry Financial Services
Experience
MetLife August 2010 - Present
McKesson October 2009 - August 2010
Capital Group August 2005 - 2009
Maxil Technology Solutions Inc 2005 - 2009
Franklin Templeton May 2003 - May 2005
PSI Data Systems 2001 - 2003
Skills
SDLC, Oracle, Requirements Analysis, Agile Methodologies, Charles River IMS, Software Project..., SOA, Business Analysis, Data Warehousing, ETL, Project Management, Requirements Gathering, SQL, Software Development, Vendor Management, Microsoft SQL Server, Enterprise Architecture, Integration
Education
Osmania University 1996 — 1999
MCA, Computer Applications
BVM High School 1981 — 1991
MetLife August 2010 - Present
McKesson October 2009 - August 2010
Capital Group August 2005 - 2009
Maxil Technology Solutions Inc 2005 - 2009
Franklin Templeton May 2003 - May 2005
PSI Data Systems 2001 - 2003
Skills
SDLC, Oracle, Requirements Analysis, Agile Methodologies, Charles River IMS, Software Project..., SOA, Business Analysis, Data Warehousing, ETL, Project Management, Requirements Gathering, SQL, Software Development, Vendor Management, Microsoft SQL Server, Enterprise Architecture, Integration
Education
Osmania University 1996 — 1999
MCA, Computer Applications
BVM High School 1981 — 1991
Manny Regi's Franklin Templeton Experience January 1999 - June 2005
Job Talent Acquisition Manager at Tech1Convergence
Industry Information Technology and Services
Experience
Tech-1Convergence January 2005 - Present
Franklin Templeton January 1999 - June 2005
Skills
Microsoft Office, Inventory Management, Network Administration, Customer Relations, Administration, Customer Service, Change Management, Active Directory, Operations Management, Team Building, System Administration, Employee Relations, PowerPoint, Human Resources, Vendor Management, Temporary Placement, Project Management, Recruiting, Process Improvement, Troubleshooting, Training, Contract Negotiation, Public Speaking, Microsoft Word, Windows, Team Leadership, Talent Acquisition, Microsoft Excel, Performance Management, Outlook, Software Documentation, Strategic Planning, Negotiation
Education
California State University-Sacramento
B.S., Business Admin, Military Aircraft
U.S.A.F.
Tech-1Convergence January 2005 - Present
Franklin Templeton January 1999 - June 2005
Skills
Microsoft Office, Inventory Management, Network Administration, Customer Relations, Administration, Customer Service, Change Management, Active Directory, Operations Management, Team Building, System Administration, Employee Relations, PowerPoint, Human Resources, Vendor Management, Temporary Placement, Project Management, Recruiting, Process Improvement, Troubleshooting, Training, Contract Negotiation, Public Speaking, Microsoft Word, Windows, Team Leadership, Talent Acquisition, Microsoft Excel, Performance Management, Outlook, Software Documentation, Strategic Planning, Negotiation
Education
California State University-Sacramento
B.S., Business Admin, Military Aircraft
U.S.A.F.
Fred Cortes's Franklin Templeton Experience July 1999 - June 2001
Job Experienced external wholesaler/investment advisor
Industry Financial Services
Experience
Southwest Securities April 2012 - June 2013
Global Semisolutions September 2007 - April 2012
Allianz July 2001 - January 2006
Allianz Life 2001 - 2006
FRANKLIN TEMPLETON July 1999 - June 2001
Skills
Mutual Funds, Management, Finance, Business Planning, Sales, Financial Advisory, Variable Annuities, Training, Investments
Education
City University of New York-Herbert H. Lehman College 1985 — 1986
Sacred Heart High School 1979 — 1983
Southwest Securities April 2012 - June 2013
Global Semisolutions September 2007 - April 2012
Allianz July 2001 - January 2006
Allianz Life 2001 - 2006
FRANKLIN TEMPLETON July 1999 - June 2001
Skills
Mutual Funds, Management, Finance, Business Planning, Sales, Financial Advisory, Variable Annuities, Training, Investments
Education
City University of New York-Herbert H. Lehman College 1985 — 1986
Sacred Heart High School 1979 — 1983
Jonathan Jenckes's Franklin Templeton Experience January 2003 - January 2004
Job Vice President at BNY Mellon
Industry Financial Services
Experience
Bank of New York Mellon Asset Servicing March 2011 - Present
Bank of New York Mellon Asset Servicing December 2007 - March 2011
ING Funds Services, LLC May 2006 - November 2007
ING Funds Services, LLC August 2005 - May 2006
Franklin Templeton January 2003 - January 2004
Franklin Templeton-FA January 2001 - December 2002
Raymond James Financial January 1999 - January 2000
Skills
Finance, Accounting, Financial Reporting, Financial Analysis, Auditing, Mutual Funds, Bloomberg, Internal Controls, Equities, Investments, Asset Management, Fund Accounting
Education
Clearwater Christian College
Bachelor of Science, Business Administration
Bank of New York Mellon Asset Servicing March 2011 - Present
Bank of New York Mellon Asset Servicing December 2007 - March 2011
ING Funds Services, LLC May 2006 - November 2007
ING Funds Services, LLC August 2005 - May 2006
Franklin Templeton January 2003 - January 2004
Franklin Templeton-FA January 2001 - December 2002
Raymond James Financial January 1999 - January 2000
Skills
Finance, Accounting, Financial Reporting, Financial Analysis, Auditing, Mutual Funds, Bloomberg, Internal Controls, Equities, Investments, Asset Management, Fund Accounting
Education
Clearwater Christian College
Bachelor of Science, Business Administration
Julie Pintarelli's Franklin Templeton Experience January 1993 - February 1995
Job Executive Director at PHCC of the Greater Bay Area
Industry
Experience
PHCC of the Greater Bay Area September 2008 - Present
ABC Finishing January 1995 - June 2008
Franklin Templeton January 1993 - February 1995
Skills
Customer Service, Event Management, Budgets, Microsoft Office, Non-profits, Fundraising, Teaching, Volunteer Management, Henry Ford Elementry PTA, Woodside High School..., Event Planning, Nonprofits, Outlook, PowerPoint, Project Management
Education
California State University-Hayward 1991 — 1993
Bachelor of Science (BS), Business/Marketing
College of San Mateo 1989 — 1991
AA, General Studies
PHCC of the Greater Bay Area September 2008 - Present
ABC Finishing January 1995 - June 2008
Franklin Templeton January 1993 - February 1995
Skills
Customer Service, Event Management, Budgets, Microsoft Office, Non-profits, Fundraising, Teaching, Volunteer Management, Henry Ford Elementry PTA, Woodside High School..., Event Planning, Nonprofits, Outlook, PowerPoint, Project Management
Education
California State University-Hayward 1991 — 1993
Bachelor of Science (BS), Business/Marketing
College of San Mateo 1989 — 1991
AA, General Studies
Sandra Sinclair's Franklin Templeton Experience 1992 - 1997
Job Product Marketing/Product Management
Industry Building Materials
Experience
Simpson Strong-Tie September 2014 - Present
AssetMark Inc (formerly Genworth Financial Wealth Management, Inc.) November 2011 - September 2014
Genworth Financial, Home Equity Access Division 2010 - 2011
Horizon Ag-Products 2008 - 2010
In-Shape Health Clubs 2004 - 2007
University of the Pacific 2002 - 2004
Safeway 2000 - 2002
American Century Brokerage 1997 - 2000
Franklin Templeton 1992 - 1997
Skills
Marketing, Marketing Communications, Marketing Strategy, Strategic Planning, Direct Marketing, Creative Direction, Web Design, Email Marketing, Integrated Marketing, Brand Development, Direct Mail, Online Marketing, Social Media Marketing, Advertising, Online Advertising, Salesforce.com, Copywriting, Lead Generation, Product Marketing, Public Relations, Strategy, B2B, SEO, Market Research, Strategic Partnerships, Segmentation, Business Development, Analytics, Product Management, New Business Development, Account Management, Sales Management, Social Media, Leadership, Sales, Business Planning, Business Strategy, Digital Marketing, Creative Strategy, Financial Services, Management, Cross-functional Team..., Corporate Communications, Insurance, Team Leadership, Mortgage Banking, Team Building, Strategic Communications, Media Relations, Corporate Branding
Education
Drivon School of Law - Humphreys College
Juris Doctorate
California State University-East Bay
MA, English
University of California, Riverside
BA, English
Simpson Strong-Tie September 2014 - Present
AssetMark Inc (formerly Genworth Financial Wealth Management, Inc.) November 2011 - September 2014
Genworth Financial, Home Equity Access Division 2010 - 2011
Horizon Ag-Products 2008 - 2010
In-Shape Health Clubs 2004 - 2007
University of the Pacific 2002 - 2004
Safeway 2000 - 2002
American Century Brokerage 1997 - 2000
Franklin Templeton 1992 - 1997
Skills
Marketing, Marketing Communications, Marketing Strategy, Strategic Planning, Direct Marketing, Creative Direction, Web Design, Email Marketing, Integrated Marketing, Brand Development, Direct Mail, Online Marketing, Social Media Marketing, Advertising, Online Advertising, Salesforce.com, Copywriting, Lead Generation, Product Marketing, Public Relations, Strategy, B2B, SEO, Market Research, Strategic Partnerships, Segmentation, Business Development, Analytics, Product Management, New Business Development, Account Management, Sales Management, Social Media, Leadership, Sales, Business Planning, Business Strategy, Digital Marketing, Creative Strategy, Financial Services, Management, Cross-functional Team..., Corporate Communications, Insurance, Team Leadership, Mortgage Banking, Team Building, Strategic Communications, Media Relations, Corporate Branding
Education
Drivon School of Law - Humphreys College
Juris Doctorate
California State University-East Bay
MA, English
University of California, Riverside
BA, English
Heather Gracy's Franklin Templeton Experience 1993 - 2002
Job Vice Mayor at City of Dunedin
Industry Government Administration
Experience
City of Dunedin December 2014 - Present
City of Dunedin November 2012 - Present
Franklin Templeton 1993 - 2002
Skills
Strategic Planning, Writing, Legal Research, Schools, Supervision, Coaching, Capital Budgeting, Operating Budgets, Mutual Funds, Compliance, Public Speaking, Leadership, Fundraising, Policy, Event Planning, Editing, Nonprofits, Volunteer Management, Grants, Public Relations, Politics, Strategic Communications, Community Development, Legislative Relations, Program Development, Public Policy, Event Management, Team Building, Local Government, Research
Education
Florida State University 1990 — 1992
Bachelor of Arts (B.A.), English
Univeristy of Florida 1988 — 1990
City of Dunedin December 2014 - Present
City of Dunedin November 2012 - Present
Franklin Templeton 1993 - 2002
Skills
Strategic Planning, Writing, Legal Research, Schools, Supervision, Coaching, Capital Budgeting, Operating Budgets, Mutual Funds, Compliance, Public Speaking, Leadership, Fundraising, Policy, Event Planning, Editing, Nonprofits, Volunteer Management, Grants, Public Relations, Politics, Strategic Communications, Community Development, Legislative Relations, Program Development, Public Policy, Event Management, Team Building, Local Government, Research
Education
Florida State University 1990 — 1992
Bachelor of Arts (B.A.), English
Univeristy of Florida 1988 — 1990
Dana Guardalabene, CPA's Franklin Templeton Experience June 2003 - February 2005
Job Sr. Trust Accountant at Ultimate Software
Industry Staffing and Recruiting
Experience
Ultimate Software May 2015 - Present
Octagon Professional Recruiting & Octagon Technology Staffing January 2014 - April 2015
Miami Dolphins August 2013 - January 2014
Miami Dolphins July 2010 - August 2013
Eastern Financial Florida Credit Union February 2005 - May 2010
Franklin Templeton June 2003 - February 2005
Rachlin, Cohen, & Holtz October 2002 - June 2003
Skills
Financial Reporting, Accounting, Financial Analysis, Budgets, Cash Management, Leadership, Auditing, Sarbanes-Oxley Act, GAAP, Finance, Accounts Receivable, General Ledger, Financial Accounting, Cash Flow, Variance Analysis
Education
Florida Atlantic University 2005 — 2007
MBA
University of Central Florida 1998 — 2002
Bachelor of Science, Accounting
Cooper City High School
Ultimate Software May 2015 - Present
Octagon Professional Recruiting & Octagon Technology Staffing January 2014 - April 2015
Miami Dolphins August 2013 - January 2014
Miami Dolphins July 2010 - August 2013
Eastern Financial Florida Credit Union February 2005 - May 2010
Franklin Templeton June 2003 - February 2005
Rachlin, Cohen, & Holtz October 2002 - June 2003
Skills
Financial Reporting, Accounting, Financial Analysis, Budgets, Cash Management, Leadership, Auditing, Sarbanes-Oxley Act, GAAP, Finance, Accounts Receivable, General Ledger, Financial Accounting, Cash Flow, Variance Analysis
Education
Florida Atlantic University 2005 — 2007
MBA
University of Central Florida 1998 — 2002
Bachelor of Science, Accounting
Cooper City High School
Kanan Gupta's Franklin Templeton Experience
Job intern at Franklin Templeton
Industry Architecture & Planning
Experience
Franklin Templeton
Skills
Space planning, Photoshop
Education
Parsons School of Design
AAS, Interior Design
Franklin Templeton
Skills
Space planning, Photoshop
Education
Parsons School of Design
AAS, Interior Design
Solomon Icasiano's Franklin Templeton Experience January 1990 - January 1999
Job Sr. Tax Specialist at Ceridian
Industry Human Resources
Experience
Ceridian September 2008 - Present
Ceridian Corp January 2008 - Present
Ceridian September 2005 - September 2008
Ceridian September 2005 - January 2008
National Packaging Solutions Group March 2003 - January 2005
Viador Inc January 2000 - January 2001
Adecco Inc January 1999 - January 2000
franklin templeton January 1990 - January 1999
Education
Goldey-Beacom College 1987 — 1989
BS, Management
Delaware Tech. & Comm. College
AA, Industrial Engineering
Goldey-Beacom College
BS, Management
Ceridian September 2008 - Present
Ceridian Corp January 2008 - Present
Ceridian September 2005 - September 2008
Ceridian September 2005 - January 2008
National Packaging Solutions Group March 2003 - January 2005
Viador Inc January 2000 - January 2001
Adecco Inc January 1999 - January 2000
franklin templeton January 1990 - January 1999
Education
Goldey-Beacom College 1987 — 1989
BS, Management
Delaware Tech. & Comm. College
AA, Industrial Engineering
Goldey-Beacom College
BS, Management
sandra schoren's Franklin Templeton Experience 1989 - Present
Job SVP at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton 1989 - Present
Skills
Mutual Funds, Alternative Investments, Equities, Investments, Series 7, Investment Strategies, Fixed Income, Wealth Management, Asset Allocation, Relationship Management, Financial Services, Series 63, Financial Analysis, Financial Markets, Series 24, Series 3
Education
Nova Southeastern University 1994 — 1996
MBA, Finance
St. Leo University 1982 — 1986
Bachelor of Arts, Business Management/Finance
Franklin Templeton 1989 - Present
Skills
Mutual Funds, Alternative Investments, Equities, Investments, Series 7, Investment Strategies, Fixed Income, Wealth Management, Asset Allocation, Relationship Management, Financial Services, Series 63, Financial Analysis, Financial Markets, Series 24, Series 3
Education
Nova Southeastern University 1994 — 1996
MBA, Finance
St. Leo University 1982 — 1986
Bachelor of Arts, Business Management/Finance
Mildred Mendivil's Franklin Templeton Experience 1992 - 2009
Job Student at College of San Mateo
Industry Insurance
Experience
Franklin Templeton 1992 - 2009
Education
College of San Mateo 2010 — 2011
Franklin Templeton 1992 - 2009
Education
College of San Mateo 2010 — 2011
G. Anthony Nervez's Franklin Templeton Experience January 1999 - January 2000
Job Licensed Massage Therapist at Elements Therapeutic Massage Summerlin
Industry Health, Wellness and Fitness
Experience
Elements Therapeutic Massage - Summerlin July 2013 - Present
Massage Envy Spa October 2012 - June 2013
GMAC Real Estate 2005 - 2009
Filipino Guardian Newspaper January 2001 - January 2004
Franklin Templeton January 1999 - January 2000
Skills
Wellness, Nutrition, Essential Oils, Raindrop Technique, Range of Motion, PNF, Swedish Massage, Deep Tissue Massage, Bodywork, Pain Management, Myofascial Release
Education
European Massage Therapy School-Las Vegas 2011 — 2012
Licentiate degree, Massage Therapy/Therapeutic Massage
San Francisco State University 1994 — 1998
Associates Degree, Ornamental Horticulture
City College of San Francisco 1991 — 1994
A.A, Environmental Horticulture
Elements Therapeutic Massage - Summerlin July 2013 - Present
Massage Envy Spa October 2012 - June 2013
GMAC Real Estate 2005 - 2009
Filipino Guardian Newspaper January 2001 - January 2004
Franklin Templeton January 1999 - January 2000
Skills
Wellness, Nutrition, Essential Oils, Raindrop Technique, Range of Motion, PNF, Swedish Massage, Deep Tissue Massage, Bodywork, Pain Management, Myofascial Release
Education
European Massage Therapy School-Las Vegas 2011 — 2012
Licentiate degree, Massage Therapy/Therapeutic Massage
San Francisco State University 1994 — 1998
Associates Degree, Ornamental Horticulture
City College of San Francisco 1991 — 1994
A.A, Environmental Horticulture
Stephanie Nilsen's Franklin Templeton Experience January 1987 - January 2001
Job Service Availability Manager
Industry Information Technology and Services
Experience
CDI Corporation - IBM - Wellpoint August 2012 - Present
IBM April 2001 - May 2012
IBM January 2001 - January 2004
FRANKLIN TEMPLETON January 1987 - January 2001
Skills
ITIL V3 Foundation..., Service Delivery, Service Management, Service Level Agreements, Service Desk, IT Service Management, IT Operations, IT Outsourcing, Critical Incident..., Major Incident..., Incident Handling, Incident Response, Incident Reporting, Transition Management, Team Facilitation, Escalations Management, Team Leadership, Operations Management, Problem Management, Problem Solving, Disaster Recovery, Service Recovery, Global Delivery, Cross-functional Team..., Offshore Resource..., Offshore Operations, International System..., Prioritize Workload, Organization &..., High Sense Of Urgency, ITIL Certified, Service Delivery..., Telecom BSS, Networking, Management, Sla, Technical Support, ITIL, Service Improvement, IT Management, Business Analysis, IT Transformation, BMC Remedy, IT Strategy
Education
American River College 1995 — 1997
Computer and Information Sciences and Support Services
CDI Corporation - IBM - Wellpoint August 2012 - Present
IBM April 2001 - May 2012
IBM January 2001 - January 2004
FRANKLIN TEMPLETON January 1987 - January 2001
Skills
ITIL V3 Foundation..., Service Delivery, Service Management, Service Level Agreements, Service Desk, IT Service Management, IT Operations, IT Outsourcing, Critical Incident..., Major Incident..., Incident Handling, Incident Response, Incident Reporting, Transition Management, Team Facilitation, Escalations Management, Team Leadership, Operations Management, Problem Management, Problem Solving, Disaster Recovery, Service Recovery, Global Delivery, Cross-functional Team..., Offshore Resource..., Offshore Operations, International System..., Prioritize Workload, Organization &..., High Sense Of Urgency, ITIL Certified, Service Delivery..., Telecom BSS, Networking, Management, Sla, Technical Support, ITIL, Service Improvement, IT Management, Business Analysis, IT Transformation, BMC Remedy, IT Strategy
Education
American River College 1995 — 1997
Computer and Information Sciences and Support Services
Pilar Winters's Franklin Templeton Experience June 1993 - January 2000
Job Associate Pension Administrator
Industry Financial Services
Experience
. April 2013 - Present
Verisight, Inc July 2012 - April 2013
Pinney Insurance Center, Inc 2009 - 2011
Polycomp Administrative Services, Inc. January 2005 - February 2007
Benetech, Inc. January 2000 - April 2001
Franklin Templeton June 1993 - January 2000
Skills
Knowledge of Agency...
Education
Golden Gate University 1996 — 1997
Master's degree, Human Resources Management/Personnel Administration, General
CSU Sacramento 1990 — 1993
Bachelor's degree, Psychology
. April 2013 - Present
Verisight, Inc July 2012 - April 2013
Pinney Insurance Center, Inc 2009 - 2011
Polycomp Administrative Services, Inc. January 2005 - February 2007
Benetech, Inc. January 2000 - April 2001
Franklin Templeton June 1993 - January 2000
Skills
Knowledge of Agency...
Education
Golden Gate University 1996 — 1997
Master's degree, Human Resources Management/Personnel Administration, General
CSU Sacramento 1990 — 1993
Bachelor's degree, Psychology
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group