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
Snowflake Computing November 2013 - Present
Aveksa (Acquired by EMC/RSA July 2013) July 2012 - November 2013
EMC June 2008 - July 2012
EMC April 2004 - June 2008
Informatica September 2002 - April 2004
Covalent Technologies August 2000 - September 2002
Smartage.com September 1999 - August 2000
Franklin Templeton July 1998 - 1999
Aerotek October 1997 - June 1998
Skills
Sales Management, Sales Recruitment, Enterprise Software, Complex Sales, Enterprise Architecture, Channel Management, LinkedIn, EMC, Storage Area Networks, NAS, Backup Solutions, Large Scale Systems, Data Warehousing, Apache, Open Source Software, Storage Virtualization, Channel Partners, Territory Analysis, Cloud Computing, Security, Disaster Recovery, Identity Management, Storage, Recruiting, Data Center, Salesforce.com, VMware, Solution Selling, Direct Sales, Virtualization, Managed Services, SAN, Analysis, SaaS, Leadership, Pre-sales, Business Intelligence, Management, Sales Operations, Sales Enablement, Big Data, Selling, Business Alliances, Strategic Partnerships, Go-to-market Strategy, Partner Management, Software Industry, Business Continuity, CRM, Demand Generation
Education
University of Delaware 1993 — 1997
BA
Lincoln Sudbury 1989 — 1993
Landeavor, LLC December 2010 - Present
VeriFone August 2010 - November 2010
PricewaterhouseCoopers August 2009 - August 2010
Taylor Morrison November 2007 - March 2009
Taylor Morrison May 2006 - November 2007
Franklin Templeton March 2005 - May 2006
The Vanguard Group February 2004 - February 2005
Skills
Financial Analysis, Accounting, Cash Flow, Due Diligence, Sarbanes-Oxley Act, Financial Modeling, Financial Reporting, Managerial Finance, Forecasting, Internal Controls, Auditing, Variance Analysis, Analysis, Management, Finance, Process Improvement, Budgets
Education
University of South Florida 2008 — 2009
Bachelor of Science (BS), Accounting
University of North Carolina at Charlotte 1999 — 2003
BSBA, Finance, Industrial Operations Management
Franklin Templeton June 2014 - Present
Du-Par's Restaurant May 2013 - August 2013
Skills
IT Asset Management, IT Asset Disposal, Trend Researching, Business Process...
Education
University of San Diego 2011 — 2015
Bachelor of Science (BS), English, Junior
Bellarmine College Preparatory 2007 — 2011
High School Diploma
RAYMOND JAMES FINANCIAL SERVICES April 2007 - April 2013
Transamerica October 2000 - June 2006
The Bank of Tampa September 1999 - September 2000
FRANKLIN TEMPLETON September 1998 - September 1999
Skills
Series 7, Series 24, Series 66, Series 53, Series 4, Investments, Variable Annuities, Fixed Annuities, Indexed Annuities, Insurance, Management, Securities, Retirement Planning, Trading, Mutual Funds, REIT, Limited Partnerships, Time Management, ETFs, Accounts Payable, Microsoft Excel, Asset Allocation, Financial Advisory, PowerPoint, Policy, Security, Wealth Management, Financial Services, Strategic Financial..., Portfolio Management
Education
University of South Florida
Bachelor of Science, Finance
Tableau Software November 2012 - Present
University of Washington September 2010 - July 2012
Franklin Templeton August 2006 - August 2010
GameDaily.com / Gigex Inc. July 2005 - August 2006
Solisys Inc. August 2004 - July 2005
UC Davis November 2002 - March 2005
Skills
jQuery, JavaScript, angularjs, CSS, SASS, PHP, Drupal, Python, HTML, XML, Photoshop, Flash, MySQL, Illustrator, XSLT, ActionScript, Metadata Management, Metadata Standards, Audio Editing, Video Editing, Git, Test Automation, InDesign, SharePoint, NetBeans, CVS, Mercurial, Ubuntu Linux, Dublin Core, TEI, MARC 21, RDF, Classification Systems
Education
University of Washington 2010 — 2012
MLIS
University of California, Davis 2001 — 2005
B.S.
Acosta Sales & Marketing April 2015 - Present
Garretson Resolution Group February 2015 - March 2015
Wellpoint Anthem September 2014 - January 2015
Prestige Insurance Consultants March 2010 - March 2013
Ord Insurance Agency March 2007 - March 2010
Franklin Templeton 2003 - 2006
Skills
Insurance, Health Insurance, Property & Casualty..., Underwriting, General Insurance, Commercial Insurance, Sales, Customer Service, Life Insurance, Account Management, Brokers, Employee Benefits
Education
University of South Florida 2004 — 2006
Bachelor of Arts (BA), Sociology
Edison College 2002 — 2004
Associate of Arts (AA), Business Administration
PwC October 2014 - Present
Franklin Templeton February 2012 - October 2014
Maggiano's Little Italy September 2006 - August 2011
Skills
Microsoft Applications, Multitasking Skills, Comfortable working..., Communication Skills, Team-oriented, Adaptability, Goal Oriented, Microsoft Word, Customer Service, Teamwork, Event Planning, Sales, Microsoft Office, Communication, Business Analysis, Finance, Financial Services, Investments, Microsoft Excel, PowerPoint, Social Networking, Time Management
Education
University of South Florida 2014 — 2016
Bachelor of Arts (B.A.), Business Administration and Management, General
Hillsorough Community College 2011 — 2013
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Franklin Templeton Investments September 2013 - Present
Franklin Templeton Investments April 2011 - September 2013
Audubon Elementary PTA September 2010 - June 2012
R. Eliot King March 2010 - October 2010
Weight Watchers March 1999 - October 2010
Franklin Templeton Investments February 2008 - February 2009
Franklin Templeton 1998 - 1999
Colonial Investments 1996 - 1998
Education
Simmons College 1989 — 1993
B.S., Accounting, Economics
NileGuide January 2011 - June 2011
Youth Business America, Inc March 2010 - September 2010
Franklin Templeton December 2003 - February 2009
Franklin Templeton Investments 2004 - 2009
Global Wine Company 2002 - 2003
Logitech 2001 - 2002
Fogdog Sports 1999 - 2001
MySoftware Co 1996 - 1999
Skills
E-commerce, Marketing, Product Management, Financial Services, Start-ups, Direct Marketing, Database Marketing, Salesforce.com, Online Advertising, Customer Acquisition, Web Analytics, Outsourcing, Product Marketing, Analysis, Customer Retention, Integrated Marketing, CRM, Management
Education
University of San Francisco - School of Management 1994 — 1996
MBA, Finance, Management
University of California, Santa Barbara 1986 — 1990
BA, History
Logicalis April 2012 - Present
Catalina Marketing October 2011 - April 2012
Catalina Marketing Corporation December 2009 - October 2011
Catalina Marketing Corporation March 2004 - December 2009
Catalina Marketing Corporation June 2000 - March 2004
Franklin Templeton May 1997 - June 2000
Fortune 800 Inc. December 1993 - October 1996
Skills
SOA, Web Services, Databases, Integration, Application Architecture, Enterprise Architecture, Cloud Computing, Performance Tuning, Software Development, Agile Methodologies, SaaS, Team Leadership, Linux, Weblogic, Oracle, Java, .NET, Spring, Tomcat, SOAP, XML, ESB, SQL, Testing, Web Development, JavaScript, Requirements Gathering, Hibernate, Web Applications, Windows Server, Microsoft SQL Server, Visual Studio, UML, Requirements Analysis, Business Analysis, Software Design, Customer Service, SharePoint, Portal Technologies, Business Process, Spring Framework, WebLogic
Education
University of South Florida 2011 — 2013
St Petersburg College 2007 — 2011
AA
WikiScribes October 2006 - Present
Anthology Solutions October 2005 - September 2006
Sun Microsystems May 2000 - October 2005
Auspex December 1999 - May 2000
Franklin Templeton July 1997 - September 1999
Skills
FrameMaker, Technical Writing, Online Help, XMetal, DITA, Single Sourcing, Release Notes, Structured Authoring, Technical Communication, Technical Documentation, WebWorks, Content Management, RoboHelp, Software Documentation, SnagIt, User Experience, HTML, Agile Methodologies, Arbortext Epic Editor, Hardware Virtualization, Storage, Quadralay WebWorks..., Wiki Markup, MediaWiki, Confluence, SASS, SaaS, Wikis
Education
UC Davis 1994 — 1997
BA, English, Economics
UCSC Extension 2002 — 2003
Professional Certificate, Managing the Development of Technical Information
HCA April 2015 - Present
Aon Hewitt November 2011 - April 2015
HCA West Florida Division July 2007 - November 2011
Franklin Templeton March 2004 - July 2007
HCA Healthcare July 2001 - March 2003
Captial One Financial January 1999 - March 2001
ECWerks 1997 - 1998
System One Technical 1996 - 1997
Skills
Applicant Tracking..., Talent Acquisition, Employee Relations, Onboarding, Recruiting, College Recruiting, Technical Recruiting, HRIS, Talent Management, Human Resources, Employee Benefits, Sourcing, Internet Recruiting, Performance Management, Taleo, Deferred Compensation, PeopleSoft, Workforce Planning, Benefits Administration, Employee Engagement
Education
University of South Florida 1992 — 1996
Bachelor of Science, Mass Communications/Public Relations
Leto High School 1989 — 1992
GSA Application Services August 2011 - November 2011
Lincare Holdings, Inc June 2011 - August 2011
Taps International February 2009 - April 2011
Kass, Shuler July 2008 - October 2010
Yeoman's Pub April 2007 - January 2009
Marcadis & Associates April 2005 - December 2007
Forward Air Freight October 2005 - February 2006
Franklin Templeton Investments (FTI) August 2003 - April 2005
Franklin Templeton August 2000 - April 2005
Southern Wine & Spirits December 1999 - August 2000
Education
University of South Florida 1990 — 2002
Bachelor of Arts & Science, Advertising, B
Genentech March 2014 - Present
Genentech June 2013 - March 2014
Genentech December 2011 - June 2013
Genentech December 2005 - December 2011
iPass, Inc. 2003 - 2005
Calico Commerce 1999 - 2001
PeopleSoft Inc. 1998 - 1999
Franklin Templeton 1995 - 1998
Skills
SDLC, Integration, Leadership, Quality Assurance, Cross-functional Team..., PMO, Program Management, Project Management, Management, Enterprise Software, Cyrus, Vendor Management, Cloud Computing, Biotechnology, Business Intelligence, Software Project..., Agile Methodologies, Process Improvement, Enterprise Architecture, Product Management, SaaS, Business Analysis, IT Strategy, Business Process..., Business Process, Project Portfolio...
Education
UC Berkeley 1990 — 1994
B.A.
Pure Plaintiff Inc January 2011 - Present
Franklin Templeton January 2006 - January 2009
Education
University of Central Florida 2000 — 2004
Finance & Accounting
Insperity September 2011 - Present
TriNet June 2007 - February 2011
Franklin Templeton 2006 - June 2007
ADP 2004 - 2006
ProBusiness/ADP 1998 - 2004
Willam Wilson & Associates April 1997 - February 1998
Placement Pros June 1996 - April 1997
Citicorp November 1992 - June 1996
Skills
Benefits Administration, Training, Employee Benefits, HRIS, Management, Human Resources, HR Consulting, Payroll, Employee Relations, Business Process, Leadership, Program Management, Performance Management, Organizational..., Strategy, Customer Service, Recruiting, Personnel Management, Project Management, Talent Management
Education
University of California, Berkeley 2005 — 2006
HR Certificate, Business Administration Certificate, Human Resources, Business
San Francisco State University 1992 — 1994
BA, English
Central High School
Hill Physicians Medical Group February 2011 - Present
Wells Fargo Bank August 2009 - February 2011
LifeMasters Supported SelfCare 2006 - August 2009
LifeMasters Supported SelfCare August 2006 - February 2009
LifeMasters, Inc. 2006 - 2009
Lash Corp October 2005 - March 2006
CSAA 2006 - 2006
City and County of San Francisco 2000 - 2005
Franklin Templeton November 1996 - June 2000
KTSF-26, Lincoln Broadcasting 1990 - 1994
Education
University of San Francisco 2002 — 2004
MS, Information Systems Management
San Francisco State University 1986 — 1990
BA, Broadcast Communciations Arts
DasNet Corporation January 2015 - March 2015
Franklin Templeton 2008 - December 2013
Franklin Templeton Investments 2004 - 2008
MCI Corporation 1996 - 2003
MCI Corporation 1992 - 1996
MCI Corporation 1990 - 1992
Skills
Telecommunications, Project Management, Vendor Management, Business Analysis, Management, Program Management, IT Strategy, IT Management, SDLC, Data Center, Leadership, VoIP, Networking, Unified Communications, Video Conferencing, Conferencing Services, Wireless, Structured Cabling, Computer Network..., Mobile Technology, MPLS, Broadcast, Audio Conferencing, Budgets and Contracts, Live Video Streaming, SharePoint, Lync, Cisco/Tandberg Video..., Microsoft Powerpoint, Financial Administration, Team Building, Global Operations, Carrier Relationship..., Carrier Services, Cisco Technologies, A/V systems, A/V Installation, Corporate Communications, Budget Forecasts, Cross-functional Team..., Microsoft Suites, Event Management, Compliance, Problem Management, Change Management, Performance Metrics, Cloud Computing, Integration, Infrastructure
Education
San Jose State University
Mechanical Engineering
Villanova University
Non-Degreed Program, Project Management
North American Title February 2012 - Present
Financial Title 2006 - 2008
Fidelity National Title 2001 - 2006
Fidleity National Title 1992 - 2001
Franklin Templeton 1988 - 1992
Franklin Templeton Investments 1988 - 1992
Skills
Real Estate, Short Sales, Investment Properties, Sellers, Real Estate Transactions, Title Insurance, First Time Home Buyers, Relocation, Residential Homes, FHA, Condos, Refinance, Single Family Homes, Closings, Property Management, Escrow
Education
University of San Diego 1984 — 1988
Bachelor of Science (BS), Accounting
Ironwood Capital Management May 2013 - Present
Cavalry Management Group, LLC March 2006 - April 2013
Advent Software 2000 - 2006
Advent Software 1998 - 2000
Advent Software 1996 - 1998
Franklin Templeton 1992 - 1996
Skills
Hedge Funds, Fund Accounting, Alternative Investments, Prime Brokerage, Product Management, Portfolio Management, Finance, Financial Reporting, Back Office, Asset Management, Partnership Accounting, Advent, Competitive Analysis, Fixed Income, Mutual Funds, Investments, Fund Administration, Equities, Trading, Operations, Performance Measurement
Education
CAIA - Chartered Alternative Investment Analyst 2002 — 2004
CAIA (Inactive), Alternative Investments
CFP - Certified Financial Planner® 1997 — 2000
CFP® (Inactive), Financial Planning
MBA - University of San Francisco 1993 — 1995
MBA, Finance
BS Finance - CSU, Chico 1986 — 1991
BS, Finance
Series 7 and 63 (Inactive)
Wayfire Media 2003 - Present
Quartz Mountain Communications 2003 - 2008
Franklin Templeton 1997 - 2002
Skills
HTML5, Advanced CSS, XHTML, Web Design, Wordpress, Drupal, CSS, PHP, LAMP, SEO, Website Development, Web Development, Logo Design, jQuery, CMS, Dreamweaver, Graphic Design, Corporate Identity, Google Analytics, Web Analytics, Web 2.0, Graphics, SEM, JavaScript, HTML, PPC, Online Marketing, E-commerce, AJAX, Facebook, Social Media Marketing, Photoshop, Online Advertising, Blogging, MySQL, Social Media, Social Networking, Hosting, Content Management, Logos, Wordpress Design, Website Redesign, Accessibility, Cross-browser..., HTML + CSS, Organic Search, Website Promotion, W3C Validation, Web Standards, Photography
Education
University of California, Santa Barbara 1993 — 1996
GE Capital February 2015 - Present
Franklin Templeton August 2013 - February 2015
Sterling National Bank June 2012 - March 2013
Deutsche Bank October 2010 - June 2012
BNY Mellon August 2005 - September 2010
Mellon Financial Corp. January 2004 - August 2005
The Sumitomo Trust & Banking Co., Ltd., N.Y. Branch October 1987 - February 1997
Ernst & Young February 1986 - October 1987
Skills
Acquisition Integration, Data Warehousing, Automation, Internal Controls, Data Quality, Sarbanes-Oxley Act, Basel II, Banking, Managerial Finance, Mergers & Acquisitions, Risk Management, SEC filings, Capital Markets, Internal Audit, Auditing, Accounting, Treasury Management, Basel III, Sarbanes-Oxley, Account Reconciliation, Financial Services, Cash Management, Treasury, SDLC, Asset Management, Financial Reporting, CPA, Financial Regulation, Governance, Derivatives, Structured Products, Commercial Banking, Product Control, GAAP, Business Process...
Education
University of Denver
BS Accounting, CPA
Arise Virtual Solutions Inc. April 2014 - Present
Arise Virtual Solutions Inc. January 2007 - April 2014
Arise Virtual Solutions Inc. (formerly Wilow CSN) February 2006 - December 2006
MP Training Solutions January 2003 - January 2006
Charles Schwab & Co., Inc. May 2001 - December 2002
Charles Schwab & Co., Inc. March 2000 - March 2001
Franklin Templeton August 1997 - July 1998
Skills
Training, Management, Program Management, Call Centers, Outsourcing, Call Center, BPO, CRM, PMP, Consulting, Project Management, Instructional Design, Customer Experience, Team Leadership, Vendor Management, Service Delivery, Contact Centers, Team Management, Operations Management, Business Process..., Process Improvement, Workforce Management, Business Transformation, Certified Project..., Curriculum Development, Public Speaking, Virtual Teams, Telecommunications, Project Delivery, Change Management, Business Process, Professional Services, Business Analysis, Strategy, IT Management, International Project..., Curriculum Innovation, Workshop Facilitation, Training Delivery, Offshoring, PMO, Performance Management, Resource Management, Management Consulting, Cross Functional Team..., Virtualization, Remote Team Management, Bilingual Communications, Program Facilitation, Gestion de Proyectos
Education
Project Management Institute (PMI) 2011 — 2011
PMP
Troy University 1994 — 1997
BS
Supporting Strategies September 2014 - Present
J. Hilburn Men's Clothier June 2013 - Present
Citco Fund Services (San Francisco) July 2007 - July 2010
Citco Fund Services September 2006 - June 2007
Fisher Investments 2004 - 2006
Fisher Investments, Inc 2002 - 2004
Franklin Templeton June 2000 - April 2002
Skills
Hedge Funds, Mutual Funds, Equities, Fixed Income, Derivatives, Alternative Investments, Fund Administration, Financial Reporting, Accounting, Bloomberg, US GAAP, Fund Accounting, Options, Bonds, Asset Management, Investments, Investor Relations
Education
University of California, Santa Barbara 1994 — 2000
Bachelors of Arts, Business Economics with Emphasis in Accounting
Oracle September 2013 - Present
Oracle February 2002 - September 2013
Taos June 2000 - January 2002
Taos May 1997 - June 2000
Silicon Valley Bank January 1999 - June 1999
Merrill Lynch August 1995 - April 1997
Franklin Templeton 1994 - 1995
Skills
Deferred Compensation, Human Resources, Personnel Management, SaaS, Enterprise Software, Payroll, Product Management, Management, Oracle, ERP, Compensation & Benefit, Compensation & Benefits, Oracle Applications, Cloud Computing, Solution Architecture, Software Project..., Integration
Education
University of California, Berkeley 1990 — 1994
Franklin Templeton 2000 - Present
Skills
Fixed Income, Leveraged Finance, Portfolio Management, Credit Analysis, Asset Management, Fixed Income Research, Investments, Debt, Investment Strategies, Credit, Mutual Funds, High Yield
Education
Stanford University 1995 — 1996
Master's Degree, Sociology (Organizational Behavior)
Stanford University 1991 — 1995
BA, Psychology, with Honors
Self-Employed January 2004 - Present
Autoway Toyota December 2011 - June 2012
Miami Management, Inc. June 2005 - October 2005
Draper and Kramer December 2003 - May 2005
Gumenick Properties January 2003 - December 2004
HSN March 2002 - January 2003
University of South Florida August 1999 - December 2001
Franklin Templeton May 1997 - July 1999
Skills
Spanish, Property Management, Accounting, Financial Reporting, Financial Analysis, Administration, Budgeting, Bookkeeping, Accounts Payable, Accounts Receivable, Account Reconciliation, Negotiating Contracts, Resource Management, Excel, Word, PowerPoint, PeopleSoft, Cash Handling, Quickbooks, Budgets, Microsoft Excel, QuickBooks
Education
University of South Florida - College of Business Administration 1999 — 2001
Bachelor of Science, Finance
SPC EPIC
SPC EPIC
TSMC North America October 2013 - Present
Wilbur-Ellis Company April 2010 - June 2013
CVPartners November 2005 - April 2010
Franklin Templeton 2004 - 2005
QuadraMed December 2001 - May 2003
Women.com March 2000 - July 2001
Skills
Semiconductor..., Semiconductor Industry, Recruiting, Consulting, Sourcing, Onboarding, Agribusiness, Market Research, Accounting, Finance, Negotiation, New Business Development, Business Strategy, Business Planning, Agriculture, Sales, Leadership, Microsoft Excel, Management, Marketing, Customer Service
Education
University of Puget Sound 1992 — 1996
BA, Accounting
Pipeline Fellowship February 2015 - Present
Rainier Investment Management December 2008 - March 2012
Franklin Global Advisers October 2000 - December 2008
Franklin Templeton 2000 - December 2008
Perigee Investment Counsel 1997 - October 2000
Deans Knight Income Corporation May 1995 - September 1996
Deutsche Bank May 1994 - August 1994
Skills
Equities, Investments
Education
The University of British Columbia
Bachelor of Commerce (B.Com.), Finance, General
Franklin Templeton Investments November 2006 - Present
Franklin Templeton 2006 - Present
Neilsen & Associates August 2005 - October 2006
Nielsen and Associates July 2004 - August 2005
Shands Healthcare July 1995 - August 2004
Skills
SDLC, Windows, Requirements Analysis, Unix, SQL, Software Development, SharePoint, Microsoft SQL Server, Vendor Management, Disaster Recovery, Integration, Enterprise Architecture, XML, Business Intelligence, Web Services, Quality Center, Databases, Data Modeling, Unix Shell Scripting, Java Enterprise Edition, Java, Linux, Business Objects, Software Documentation, Process Improvement, Visual Basic, IIS, Release Management, Weblogic, Perl, IT Management, Solaris, IT Strategy, Production Support, Eclipse, AIX, System Administration, MySQL, Security, Apache, Analysis, Visio, Software Project..., Requirements Gathering, Oracle
Education
University of Phoenix 2002 — 2004
BS, Information Technology
Santa Fe Community College 1991 — 2004
Associate of Arts, Business
Newton Scheduling February 2009 - Present
Franklin Templeton October 2007 - February 2009
Franklin Templeton Investments January 2006 - October 2007
Superior Uniform Group May 2003 - December 2005
Superior Uniform Group March 2004 - October 2004
Superior Uniform Group May 2003 - March 2004
Surgical Services August 2002 - December 2002
Education
University of Central Florida 2001 — 2002
Bachelor, Marketing
Job Seeker April 2010 - August 2011
Atlanta Orthopedics April 2009 - January 2010
Dr. Nawga Eskander-Demian March 2008 - April 2009
Apple One Employment Agency March 2007 - January 2008
Tenet Health Systems September 2004 - May 2006
HCA Healthcare January 1999 - January 2004
United Service Protection January 1997 - January 1999
Franklin Templeton January 1996 - January 1997
Education
South University 2008 — 2012
Allied Health Studies
St. Petersburg College 1991 — 1992
Boca Ciega High School 1989 — 1991
Diploma
Banner Health June 2014 - Present
Banner - University Medical Center February 2008 - May 2014
Banner - University Medical Center July 2006 - January 2008
Banner - University Medical Center November 2004 - July 2005
Banner - University Medical Center July 2003 - November 2004
Pinnacle West Capital September 2002 - July 2003
Franklin Templeton May 2002 - August 2002
Hewlett-Packard April 2000 - April 2002
Hewlett-Packard April 1999 - May 2000
University of Arizona, Eller College of Business January 1998 - May 1999
Skills
Integration, Business Process..., Business Analysis, Program Management, Process Improvement, Enterprise Software, Testing, Healthcare Information..., Software Implementation, HL7, Organizational..., Mergers & Acquisitions, PeopleSoft, Information Technology, Supply Chain Management, Management, Strategy, ERP, Project Management, Analysis, Leadership, Software Documentation, Business Process..., Infrastructure, SharePoint, Visio, Business Intelligence, IT Strategy, Vendor Management, Software Project..., Requirements Analysis, Business Process, IT Management, EHR, Healthcare
Education
University of Arizona
Bachelor's Degree, Management Information Systems
Billing Matters October 2013 - Present
Beth At Work October 2013 - September 2014
Special Education PTA of Redwood City - SEPTAR June 2012 - September 2014
Telosa Software August 2002 - August 2004
Macromedia 1996 - 2001
SourceFile 1993 - 1996
Franklin Templeton 1990 - 1992
Skills
Fundraising, Salesforce.com, Marketing, Medical Terminology, Medical Insurance, Special Needs parenting..., Sales Enablement, Enterprise Software, Account Management, Consulting, Customer Service, Demand Generation, Event Planning, Management, Medical Billing, Microsoft Office, Product Management, Program Management, Sales, Social Media, Strategic Planning
Education
Canada College
Medical Insurance Coding Specialist/Coder
University of California, Davis 1986 — 1990
BA, Rhetoric
University City High School 1982 — 1986
High School
Franklin Templeton June 2000 - June 2014
Private Family Office February 1999 - June 2000
Putnam Investments October 1997 - February 1999
Delaware Investments January 1990 - December 1997
Skills
Fixed Income, Institutional, Client Service, Equities, Asset Management, Investments, Investment Advisory, Alternative Investments, Derivatives, Hedge Funds, Mutual Funds, Emerging Markets, Series 7, Series 63, Portfolio Management, Investment Strategies, Institutional..., Relationship Management, High Net Worth..., Institutional Sales, Commodity, Bonds, 401k, Asset Allocation, Investment Management, Client Services, Securities, Private Equity
Education
CFA Institute 1992 — 1995
CFA
University of Maryland College Park 1987 — 1990
BA, Economics
FINRA
Investments, Series 3, Series 6, Series 63 and Series 7
Chares Schwab October 2010 - Present
Schwab Institutional 2005 - October 2010
Charles Schwab 2001 - 2005
Zaplet 2000 - 2001
Charles Schwab April 1999 - April 2000
Franklin Templeton 1993 - 1999
Skills
Product Management, Product Marketing, B2B, Product Development, Analytics, Program Management, Financial Services, Professional Services, Management, SaaS, Agile/Scrum product..., Certified Scrum Product..., Cloud Computing, Enterprise Software, Marketing
Education
Santa Clara University
BS
St. Ignatius
Aetna 2011 - Present
Independent Consulting 2009 - 2011
Visa Inc. 2006 - 2009
Wells Fargo Bank 2005 - 2006
Charles Schwab 2003 - 2005
Franklin Templeton 2001 - 2002
Aetna 2000 - 2001
CIGNA 1998 - 2000
Skills
Strategy, Product Marketing, Marketing Strategy, Marketing Communications, Direct Marketing, Marketing, Market Research, Management, Strategic Planning, Analytics, Leadership, Segmentation, Project Management, Lead Generation, Brand Management, Social Media Marketing, B2B Marketing, Multi-channel Marketing, Email Marketing, Start-ups, Strategic Communications, Financial Services, Internal Communications, Corporate Communications, B2B, Customer Insight, Product Development, Consumer Marketing, Online Marketing, Marketing Management, Digital Marketing, Health Care Marketing, Team Management, Marketing Research, Marketing Messaging, Corporate Positioning, Media Planning, Marketing Analytics, Marketing Segmentation, Financial Services..., Communications Strategy, Marketing..., Brand Development, Mobile Marketing, B2C marketing, Consumer Experience, Healthcare Reform (HCR), Healthcare Exchanges..., ACOs, Public Speaking
Education
University of Connecticut
BA, Communications
Wells Fargo Funds Management October 2007 - Present
McGahan Greene McHugh Capital Management April 2005 - December 2006
Fan Asset Management, LLC 2000 - 2005
Franklin Templeton September 1989 - July 2000
Skills
Investments, Portfolio Management, Mutual Funds, Equities, Investment Management, Asset Management, Financial Modeling
Education
University of San Francisco 1986 — 1989
BS, Finance, Philosophy (double major)
CFA Institute
CFA, Financial Analysis
Salesforce June 2014 - Present
Hitachi Data Systems June 2009 - May 2014
Barclays Global Investors April 2007 - June 2009
Fisher Investments July 2006 - March 2007
Franklin Templeton September 1993 - June 2006
Strohl Systems 1998 - 2006
Franklin Templeton Investments 1993 - 2006
Skills
Business Continuity, Disaster Recovery, Risk Management, Crisis Management, Emergency Management, Data Center, Risk Assessment, CBCP, Business Resilience, Exercises, Program Management, Vendor Management, Contingency Planning, Testing, SharePoint, Risk Analysis, Visio, BS25999, Process Improvement, Project Management, Management, Business Impact Analysis, Business Process..., Business Continuity..., IT Service Management, Incident Management, Infrastructure, Information Security..., Governance, ITIL, Information Security, Security, IT Management, Information Technology, Strategy, IT Operations, Solution Architecture, Enterprise Risk..., IT Audit, IT Strategy, Operational Risk..., COBIT, SDLC, Project Portfolio..., Professional Services, PMP, CISA, Business Process, Security Audits, ISO 27001
Education
San Francisco State University 1988 — 1990
BS
Seequ, Inc. October 2014 - Present
International Community Church September 2011 - Present
Medsolutions, Inc. August 2009 - May 2015
New Life Laotian Baptist Church May 2008 - September 2011
MedSolutions, Inc 2009 - 2011
Spheris July 2003 - August 2009
Franklin Templeton October 2002 - June 2003
Excite@Home September 1999 - February 2002
King County August 1996 - September 1999
Seattle Public Utilities June 1995 - September 1999
Skills
IT Management, Networking, Troubleshooting, System Administration, Disaster Recovery, Management, Windows, Information Technology, Unix, Data Center, Software Development, Storage, Software Documentation, Linux, Databases
Education
The Southern Baptist Theological Seminary 2009 — 2011
Master of Divinity, Billy Graham School of Missions and Evangelism
University of Washington 1987 — 1993
BSEE, Electrical Engineering
Parkside Elementary, Pacific, Mt. Rainier HS
University of Washington
HMC June 2011 - Present
Focus Services November 2010 - June 2011
Data Systems International November 2009 - November 2010
Investools November 2003 - November 2008
Investools Online November 2003 - November 2008
Investools Online November 2003 - October 2006
Cornerstone America December 2002 - July 2003
Barclay's Global Investors July 2002 - December 2002
E*TRADE Financial December 2000 - July 2002
franklin templeton March 1998 - December 2000
Skills
Competitive Analysis, Asset Allocation, Options, Currency, Investments, Trading, Equities, Technical Analysis, Finance, Financial Analysis, Mutual Funds, Team Building, Sales, Coaching, Business Development, Entrepreneurship, Business Strategy, Account Management, Management, Training, Financial Modeling, Data Analysis, Investment Advisory, Executive Management, Risk Management, Strategy, Asset Management, Program Management, Investment Strategies, Business Planning, Start-ups, Customer Service, Analysis, Leadership, Financial Markets, Financial Services, Team Leadership, Securities, Mergers & Acquisitions
Education
University of Utah 2004 — 2006
MBA, Finance
University of California, Davis 2000 — 2002
B.A, Economics
Tano Capital 2013 - 2014
Red Span Asset Management 2010 - 2012
Mellon Capital 2007 - 2010
Franklin Templeton 2000 - 2007
Barclays Global Investors 1996 - 2000
NatWest 1993 - 1996
Skills
Hedge Funds, Equities, Asset Management, Alternative Investments, Asset Allocation, Fixed Income, Bloomberg, Investment Strategies, Investment Management, Derivatives, Portfolio Management, Investments, ETFs, Equity Research, Mutual Funds, Capital Markets, Securities, Risk Management
Education
Stanford University
Master’s Degree
University of Delaware
MS
University of Madras
TIBCO Software Inc. October 2014 - Present
FireEye, Inc. June 2014 - October 2014
Visa September 2012 - December 2013
Agilent Technologies June 2010 - August 2012
Informatica June 2009 - March 2010
Franklin Templeton Investments December 2008 - April 2009
Roche Molecular Systems June 2008 - December 2008
Juniper Networks September 2007 - March 2008
Applied Materials April 2005 - August 2007
Franklin Templeton April 2001 - April 2005
Skills
HRIS, Talent Management, Talent Acquisition, Deferred Compensation, PeopleSoft, Human Resources, Onboarding, Applicant Tracking..., Performance Management, Employee Relations, College Recruiting, Program Management, Technical Recruiting, Workforce Planning, SDLC, Personnel Management, Interviews, Succession Planning, Employee Engagement, Employee Benefits, Vendor Management, Organizational Design, HR Consulting, Executive Search, Internet Recruiting, Organizational..., Temporary Placement, HR Policies, Screening, Benefits Negotiation, Contract Recruitment, Benefits Administration, Sourcing, Recruiting, Employer Branding, HR Transformation, Hiring, Taleo, Employee Training, Organizational..., Strategic HR, New Hire Orientations, Consulting, Compensation & Benefit
Education
University of California, Santa Cruz
BA, Sociology
Franklin-Templeton May 2005 - Present
Tremaine & Associates 2008 - 2008
The Computer Merchant November 2001 - February 2005
Teksystems 2001 - 2005
DHHS January 2004 - December 2004
Yahoo February 2003 - June 2003
Captus Networks October 2000 - October 2001
Skills
Linux, Unix, Process Improvement, Vendor Management, Integration, Requirements Analysis, Software Development, Business Analysis, Active Directory, Windows Server, Access, Visio, Troubleshooting, SharePoint, Project Management, Software Documentation, SDLC, VMware, Disaster Recovery, SQL, ITIL
Education
Saint Leo University 2002 — 2007
American River College 1990 — 1995
Cordova High School
Self Employed June 2009 - Present
Salesify June 2009 - June 2012
Right90 April 2008 - May 2009
Self-employed 2007 - 2008
Informatica August 2000 - August 2007
RealNames 2000 - 2000
Franklin Templeton 1994 - 2000
Skills
Marketing Automation, Demand Generation, Marketing Operations, Database Marketing, Marketo, Campaign Management, SEM, Marketing Analytics, Content Marketing, Direct Marketing, Sales Process, Marketing Communications, Start-ups, Cloud Computing, Marketing Strategy, Salesforce.com, B2B Marketing, Strategy, CRM
Education
Santa Clara University
MBA, Information Systems
University of the Pacific - Eberhardt School of Business 1992 — 1994
BS, Business Administration, Marketing Concentration
Franklin Templeton March 2002 - Present
JPMorgan 1981 - 2002
Skills
Equities, Management, Portfolio Management, Leadership, Banking, Mutual Funds, Asset Management, Investments
Education
University of Michigan 1977 — 1981
Wells Capital Management September 2013 - Present
BlackRock November 2009 - August 2013
Franklin Templeton Investments July 2008 - November 2009
Franklin Templeton Investments March 2007 - July 2009
Franklin Templeton January 2006 - December 2006
Morgan Stanley December 2004 - December 2005
Skills
Equities, Portfolio Management, Investments, Mutual Funds, Investment Management, Separately Managed..., ETFs, Product Development, Product Management, Performance Attribution, Asset Allocation, Alternative Investments
Education
CFA Charterholder
University of California, San Diego 1999 — 2003
BS, Management Science
Franklin Templeton Investments October 2009 - Present
Franklin Templeton Investments October 2009 - October 2009
Franklin Templeton October 2006 - June 2009
Franklin Templeton Investments April 2005 - October 2006
Skills
Analytics, Web Analytics, Email Marketing, Financial Services, Content Management, Business Analysis, Project Management, Digital Marketing, Web Content Management, Relationship Management, Product Management, Business Requirements, Vendor Management, Requirements Gathering, Marketing Automation, Marketing Communications, Program Management
Education
University of California, Davis 1991 — 1995
Bachelor's degree, English
Kaiser Permanente March 2006 - Present
Genentech 2005 - 2006
Franklin Templeton 2003 - 2004
Skills
Financial Modeling, Strategy, Forecasting, Analysis, Finance, Healthcare, Management, Financial Reporting, Strategic Planning, Budgets, Accounting, SAP, Business Analysis, Executive Management, Financial Analysis, Process Improvement
Education
Saint Mary's College of California 2000 — 2002
MBA, International Finance
Saint Mary's College of California 1988 — 1991
BA, English Literature
Franklin Templeton August 1998 - Present
Franklin Templeton 2000 - 2006
Franklin Templeton 1998 - 2006
Education
University of Phionex 2004 — 2006
MBA, Global Management
State University of New York College at Cortland
BS, Sociology
Emerson March 2013 - March 2014
New York Life AARP Insurance Company January 2010 - March 2013
WellCare Health Plans July 2009 - November 2009
Chase Paymentech November 2007 - May 2009
Franklin Templeton May 2005 - November 2007
CorTechs June 1998 - April 2005
All Children's Hospital February 1992 - June 1998
Skills
Test Planning, Software Quality..., SDLC, User Acceptance Testing, QTP, LoadRunner, Regression Testing, Test Automation, Test Management, Test Cases, Agile Methodologies, System Testing, Testing, Requirements Analysis, Manual Testing, Defect Tracking, Software Project..., Quality Assurance, Test Strategy, Agile Testing
Education
San Diego State University-California State University 1978 — 1983
Bachelor of Science (BS), Biology, General
Franklin Templeton January 2001 - Present
FTCI 2001 - 2005
Vytra Healthcare 1996 - 2000
Skills
Information Security..., CISSP, Security, Network Security, Vulnerability Assessment, Networking, Vulnerability Management, Information Security, Penetration Testing, IDS, Vulnerability Scanning, Firewalls, Intrusion Detection, PCI DSS, IPS
Education
University at Albany, SUNY
Franklin Templeton Investments 2012 - Present
Franklin Templeton February 2005 - September 2011
Franklin Templeton Investments September 1994 - 2005
Chateauvert Electric Lift Service 1994 - 1996
South San Francisco Unified School District 1986 - 1994
Skills
Business Analysis, SDLC, PMO
Education
University of California, Berkeley 1988 — 1990
Bachelor of Arts (B.A.), Political Economy
The Clorox Company February 2014 - Present
LeapFrog September 2012 - February 2014
Electronic Arts 2008 - September 2012
Franklin Templeton Investments 2006 - 2008
Various / Self-Employed 2000 - 2007
Education Program for Gifted Youth at Stanford University 2004 - 2005
University of California 2002 - 2004
Stanford University 2000 - 2002
Franklin Templeton 1996 - 1998
Skills
Mathematics, Forecasting, Analysis, Statistics, Data Analysis, Analytics, Market Research, Finance, Process Improvement, Demand Planning, Training, Competitive Analysis, Cross-functional Team..., Sales, Product Management, Market Analysis, Financial Modeling
Education
University of California, San Diego 2002 — 2004
MA, Math
Santa Clara University 1999 — 2001
Cupertino High School
Franklin Templeton March 2003 - Present
Franklin Templeton Investments 1990 - Present
Skills
Corporate Communications, Community Relations..., Internal & External..., Executive..., Crisis Communications, Crisis Communications..., Educational Fundraising, Planning & Execution of..., Media Skills Training, Corporate Videos, corporate archives, Vendor Management, Investment Strategies, Strategic Communications, Internal Communications, Thought Leadership, Communications Planning, Media Relations, Marketing Communications, Investor Relations, Public Speaking, Management, Asset Management, Mutual Funds, Social Media Marketing, Leadership, Strategy, Investments, Strategic Planning
Education
University of California, Davis 1985 — 1990
University of California, Davis
EMC February 2008 - Present
Accenture July 2003 - January 2008
SunGard August 2002 - July 2003
Comdisco June 1999 - July 2002
Franklin Templeton July 1997 - June 1999
Skills
IT Strategy, Data Center, Solution Architecture, Cloud Computing, Enterprise Architecture, Disaster Recovery
Education
University of California, Berkeley
Franklin Templeton March 2007 - Present
Marlin Capital Corp 2005 - 2006
Arbor Private Investment Company 2004 - 2005
Skills
Financial Modeling, Bloomberg, Mutual Funds, Fixed Income, Equities, Equity Research, Asset Allocation, Investment Strategies, Capital Markets, Asset Management, Alternative Investments, Finance, Hedge Funds, Financial Analysis, Investments, Portfolio Management, Valuation, Due Diligence
Education
Santa Clara University 2002 — 2006
Bachelor of Arts (B.A.)
New Trier High School
Tui Marine June 2013 - Present
eMason, Inc. December 2012 - June 2013
Tui Marine November 2010 - November 2012
Franklin Templeton October 2007 - June 2010
Franklin Templeton Investments 2005 - 2007
Skills
Business Analysis, Analysis, SDLC, CRM, Visio, Process Improvement, Change Management, Business Process, Cross-functional Team..., Project Management, Business Intelligence, Integration, Requirements Gathering, Leadership, Vendor Management, PMO, Business Process..., IT Strategy, Business Requirements, MS Project, Requirements Analysis, ERP, Microsoft Project
Education
Southern Oregon University 1993 — 1997
Bachelor of Arts (BA)
Thermo Fisher Scientific April 2012 - Present
Thermo Fisher Scientific (Life Technologies) February 2010 - April 2012
Thermo Fisher Scientific (Life Technologies) February 2008 - February 2010
Thermo Fisher Scientific (Life Technologies) January 2007 - February 2008
Mervyns January 2007 - December 2007
Franklin Templeton 2005 - 2006
Skills
Financial Modeling, Finance, Financial Reporting, Forecasting, Financial Analysis, Variance Analysis, Essbase, Corporate Finance, Analysis, Microsoft Excel, Hyperion, Hyperion Enterprise, Cognos, Mergers, Management, Mergers & Acquisitions
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), International Development Studies
Wetherby Asset Management January 2014 - Present
Wetherby Asset Management April 2011 - December 2013
Charles Schwab June 2008 - March 2011
Charles Schwab Investment Management May 2007 - May 2008
Franklin Templeton 2005 - 2007
Skills
Mutual Funds
Education
University of California, San Diego 2001 — 2005
BA, Economics
Franklin Templeton Investments November 2011 - March 2015
Franklin Templeton April 1997 - November 2011
Skills
Equities, Fixed Income, Risk Management, Mutual Funds, Attribution Analysis, English Grammar
Education
University of California, Berkeley 1983 — 1987
WCP Insurance Services January 2015 - Present
W Capital Partners LLC November 2006 - Present
McCombs Risk Advisors 2012 - January 2015
The Pemberton Group, LLC July 2010 - October 2013
US Bank 1997 - 2001
Barclays November 1997 - November 1998
Franklin Templeton 1995 - 1997
Skills
Management, Financial Services, Start-ups, Mutual Funds, Fixed Income, Portfolio Management, Insurance, Microsoft Excel, Mergers & Acquisitions, Commercial Insurance, General Insurance, Investments, Property & Casualty..., Analysis, Life Insurance, Investment Management
Education
University of California, Davis 1990 — 1994
Managerial Econ, Business
Franklin Templeton Investments October 2011 - Present
Franklin Templeton April 2007 - September 2011
Franklin Templeton Investments March 2004 - April 2007
Franklin Templeton Investments October 2001 - March 2004
Skills
Financial Analysis, Finance, Mutual Funds, Financial Modeling, Management, Business Analysis, Financial Services, Executive Writing, Communication, Social Media, Idea Person, Persistence, Economic Research
Education
University of Denver 1991 — 1995
BSBA, Finance-Marketing
Sacramento Superior Court July 2005 - Present
DST Output May 2001 - July 2005
City of Sacramento - Parking Division June 1999 - February 2001
Superior National Insurance June 1998 - June 1999
Franklin Templeton 1997 - 1998
Heath Cal Insurance 1994 - 1997
HIH America 1994 - 1997
Skills
Customer Relations, Requirements Gathering, SDLC, Requirements Analysis,..., Technical Writing, MS Office Suite: Word,..., Oracle SQL Developer, Visio, Requirements Analysis, Databases, Software Documentation, Customer Service, Software Development, Project Management, Quality Assurance, Testing, Analysis, Business Analysis, Software Project...
Education
St. Patrick - St. Vincent HS
University of California, Santa Barbara 1989 — 1993
B.A., Business Economics
Oracle University 2010 — 2010
Certificate, Oracle Database 11g; Introduction to SQL Ed 1, Oracle Database: Program with PL/SQL Ed 1
Franklin Templeton June 1996 - Present
Home Savings of America 1976 - 1996
Skills
Disaster Recovery, Project Management, Vendor Management, Data Center, Process Improvement, Visio, Integration, ITIL, Program Management, SharePoint, IT Management, Business Analysis, Security, Risk Management, Software Documentation, IT Strategy, SDLC
Education
University of California, Los Angeles 1965 — 1971
Nationwide Financial May 2014 - Present
HighMark Capital Management May 2008 - December 2013
Union Bank of California July 2004 - May 2008
Farmers Financial Solutions 2003 - 2004
Sutro & Co / RBC Dain Rauscher 2002 - 2003
U.S. BANCORP PIPER JAFFRAY 1999 - 2002
Franklin Templeton 1991 - 1999
Skills
Mutual Funds, Investments, Series 63, Investment Advisory, Alternative Investments, Series 6, Asset Allocation, Investment Strategies, 401k, Defined Contribution, Qualified Retirement..., Investment Management, Retirement Planning, Retirement, Zephyr Style Advisor, Asset Management, Portfolio Management, Wealth Management, Retirement Plan..., Morningstar Direct, Thompson Portfolio..., FactSet
Education
San Diego State University-California State University 1987 — 1991
Bachelor of Science in Business Administration, Marketing
Marin Catholic High School
Franklin Templeton 2007 - Present
Creative Finance Options 2012 - Present
INTERIORS by Decorating Den 2003 - 2008
Franklin Templeton Investments 1998 - 2004
Arthur Andersen Technology Solutions 1998 - 1999
Accenture 1996 - 1998
Skills
Project Management, Program Management, Strategic Planning, Change Management, Vendor Management, Project Portfolio..., SDLC, Project Planning, Financial Services, Management, Software Project..., IT Strategy, Process Improvement, Marketing, Budgets, Integration, Business Process..., CRM
Education
University of North Carolina at Chapel Hill 1991 — 1994
BA, Economics
Virginia Polytechnic Institute and State University
MS, Applied Economics
Franklin Templeton Investments June 2008 - Present
Franklin Templeton July 2005 - July 2008
Chicago Board of Trade June 2003 - August 2003
Skills
Equity Research, Valuation, Bloomberg, Financial Modeling, Investments, Financial Analysis, Portfolio Management, Chartered Financial..., Asset Management, Equities, Analysis, Private Equity, Series 7, Alternative Investments, Finance, Hedge Funds, Capital Markets
Education
Stanford University 2001 — 2005
Bachelor of Arts (BA), Public Policy Analysis
Villa Park 1997 — 2001
Franklin Templeton Project ManagerHome Shopping Network2000 - 2001
Decision Consultants 1996 - 2000
Eckerds 1980 - 1996
Education
Tampa College 1990 — 1992
MBA, Business
University of South Florida 1987 — 1989
TIAA-CREF January 2015 - Present
CTB/McGraw-Hill May 2014 - January 2015
Financial Services September 2012 - May 2014
Franklin Templeton December 2002 - September 2012
Franklin Templeton Institutional December 2002 - January 2008
Charles Schwab & Co February 1999 - October 2002
Merrill Lynch September 1997 - February 1999
Barclays Global Investors January 1996 - September 1997
Wells Fargo June 1993 - December 1995
Skills
Leadership, Mutual Funds, Equities, Management, Asset Managment, Investments, Marketing Communications, Strategic Communications, Internal Communications, Investment Management, Wealth Management, Investment Strategies, Financial Services, Asset Management, Crisis Communications, Strategy, Alternative Investments, Fixed Income, Portfolio Management, Series 7, Securities, Business Strategy, Corporate Communications, Series 63, Asset Allocation, ETFs, Hedge Funds, Relationship Management, Investment Advisory, SharePoint, 401k, Bloomberg, Retirement Planning, Financial Markets, Emerging Markets, Investor Relations
Education
Saint Mary's College of California
MBA
University of California, Los Angeles
BA, English Literature / History
FRANKLIN TEMPLETON HR ConsultantHoneywellJune 1990 - October 1992
Education
Tuskegee University 1985 — 1989
BS, Management Science
Franklin Templeton Group August 2008 - January 2011
Franklin Templeton Investments June 2005 - August 2008
Franklin Templeton Investments June 2004 - June 2005
Franklin Templeton June 2003 - June 2004
Skills
Accounting, Analysis, Equities, Financial Accounting, Financial Analysis, Financial Reporting, Fund Accounting, General Ledger, Internal Controls, Mutual Funds, NAV, Microsoft Excel
Education
California State University-Sacramento 2006 — 2008
Master of Science (MS), Accounting
University of California, Davis 1999 — 2003
B.S., Managerial Economics
Franklin Templeton Manager Marketing AmericasFranklin Templeton Investments1996 - Present
Skills
Marketing, Marketing Communications, Email Marketing, Direct Marketing, Analytics, Mutual Funds, Marketing Strategy, Financial Services, Integrated Marketing, Digital Marketing, Competitive Analysis, Product Marketing
Education
University of South Florida 1988 — 1991
Bachelor of Applied Science (B.A.Sc.), Economics
Exeter Finance Corp August 2015 - Present
LISD July 2013 - June 2015
JPMorgan Chase February 2011 - April 2013
Securus Technologies August 2009 - February 2011
HSBC January 2001 - June 2009
Household International (now HSBC) 2001 - 2009
FairPoint Communications May 2000 - February 2001
Franklin Templeton 1997 - 2000
Skills
Instructional Design, Coaching, Training, Workshop Facilitation, Project Planning, Leadership, Employee Relations, Onboarding, Project Management, Recruiting, Program Management, Change Management, Analysis, Team Building, Management, Leadership Development, Strategic Planning, Team Leadership, Conflict Resolution, Performance Management, Business Process..., Employee Engagement, Training Delivery
Education
Texas Woman's University 2009 — 2013
Master of Teaching, Elementary Education and Teaching
San Francisco State University 1990 — 1994
Bachelor of Arts, Broadcast Electronic and Communication Arts
Solano Community College 1989 — 1991
Associate of Arts, Broadcast Communications
franklin templeton 1999 - 2001
franklin templeton 1996 - 2000
Education
Santa Clara University 1989 — 1993
Federal Reserve Bank June 2012 - Present
NetApp August 2009 - June 2012
Sun Microsystems May 2008 - 2009
Merrill Lynch Bank and Trust Co. 2007 - 2008
Sun Microsystems December 1996 - December 2005
Franklin Templeton 1989 - 1996
Education
San Jose State University 1983 — 1988
Franklin Templeton 2007 - Present
Skills
Investments, Alternative Investments, Mutual Funds, Banking, Financial Services, Risk Management, Asset Managment, Equities
Education
University of Southern California
Charles Schwab May 1999 - Present
Franklin Templeton 1996 - 1999
Education
University of Nevada-Reno 1989 — 2004
Franklin Templeton Investments President and CEOFranklin Templeton Bank and TrustMay 2009 - Present
franklin templeton 2004 - 2008
Albion Water Company 1984 - 2000
Education
University of Oregon 1980 — 1984
Lodi High School 1976 — 1980
Transitions II, Inc. August 2014 - Present
Manthan Services March 2014 - August 2014
Transitions II, Inc. December 2012 - March 2014
Transitions II, Inc. July 2011 - December 2012
Genentech July 2010 - July 2011
Mr. Handyman April 2006 - December 2008
Epsilon August 1996 - February 2000
Wells Fargo June 1994 - August 1996
San Francisco Department of Public Health June 1992 - June 1994
Franklin Templeton 1990 - 1992
Skills
Data Analysis, Analytics, Access, Business Intelligence, Databases, Analysis, Business Analysis, CRM, Data Mining, Database Marketing, Networking, SQL, Project Management, Data Warehousing, Salesforce.com, Troubleshooting, Business Objects, Visio, Email Marketing, Technical Support, Data Visualization, Tableau, Toad, Agile Methodolgy, Net Promoter Score, Teradata SQL
Education
San Francisco State University 1987 — 1990
B.S., Statistics
Universitaet Heidelberg 1987 — 1988
Willamette University 1985 — 1986
IBM June 2014 - Present
IBM 2009 - June 2014
IBM April 2001 - December 2009
Franklin Templeton November 1999 - April 2001
Halifax Medical Center March 1999 - November 1999
Data Resource Group January 1998 - February 1999
Moore's Lumber & Building Supplies March 1996 - January 1998
Hazeltine Corp June 1983 - March 1996
Skills
System Administration, AIX, Disaster Recovery, Security, Unix, Network Administration, Computer Hardware, IT Service Management, Troubleshooting, Hardware, IT Strategy, Servers
Education
Suffolk County Community College 1983 — 1987
AAS, Data Processing
Land Park Schools Foundation March 2014 - Present
Wells Fargo Home Mortgage April 2002 - Present
franklin templeton 1997 - 2000
Franklin Templeton Investments 1997 - 2000
Skills
Banking, Credit, FHA, Financial Analysis, Investments, Leadership, Loan Origination, Loans, Management, Marketing, Mortgage Banking, Mortgage Lending, Portfolio Management, Program Management, Real Estate, Strategic Planning, Vendor Management
Education
University of California, Davis 1992 — 1995
ba, rhetoric and communications
Franklin Templeton Group March 2002 - Present
Franklin Templeton Investments 2002 - Present
Franklin Templeton 1992 - Present
Key Technology Services - KeyCorp 1991 - 2003
KeyCorp 1991 - 2002
KeyBank 1990 - 2002
Skills
Vendor Management, Financial Services, SDLC, Program Management, Risk Management, Business Analysis, Team Building, Change Management, IT Strategy, Leadership, Process Improvement, Project Management, Relationship Management, Strategy, Banking, Business Process...
Education
The College of Saint Rose 1991 — 1995
BS, Mangement/Computer Science
The College of Saint Rose 1991 — 1995
MBA, Management
Church's Chicken September 2011 - Present
UHS-Pruitt Corporation February 2009 - September 2011
Top Spice Restaurant August 2003 - February 2008
Franklin Templeton July 1995 - July 2002
Skills
Visio, Financial Reporting, Risk Management, Treasury, Budgets, Cash Management, Portfolio Management, Accounts Receivable, PowerPoint, Process Improvement, PeopleSoft, Customer Service, Training, Project Management, SQL, Financial Analysis, Financial Accounting, Finance, Financial Modeling, Public Speaking, Leadership, Account Reconciliation, Microsoft Word, Management, Microsoft Office, Accounting, Microsoft Excel, Data Analysis, Fixed Income, Corporate Finance, Managerial Finance, Accounts Payable, Analysis, Business Analysis, Forecasting, Cash Flow, General Ledger, Investments
Education
University of Florida
Franklin Templeton Investments October 2014 - Present
Franklin Templeton 2001 - September 2014
Franklin Templeton Investments August 1995 - October 1999
Franklin Templeton Investments May 1994 - August 1995
Education
San Francisco State University
bacholor of arts
Raymond James Financial Services Inc. January 2011 - Present
Franklin Templeton Investments 2005 - December 2010
Franklin Templeton 2002 - 2009
Skills
Investment Banking, Management, Retirement Planning, Portfolio Management, Customer Service
Education
Trinity University 1977 — 1981
Bachelor of Arts, Business Administration & History
Lucile Packard Children's Hospital April 2012 - Present
Franklin Templeton Investements May 2009 - December 2011
Franklin Templeton 2009 - December 2011
Franklin Resources, Inc. 2007 - 2009
Franklin Resources, Inc. 1996 - 2007
Franklin Resources, Inc. 1992 - 1996
Skills
Access, Project Management, Administrative..., Visio, Microsoft Excel, Customer Service, Research
Education
San Francisco State University 1986 — 1989
BS, Business - Personnel Administration & Industial Relations
Santa Barbara City College 1983 — 1986
AA, Business Administration
Franklin Templeton 1992 - 2009
The Princeton Review 1990 - 1992
Camelot Care Centers, Inc. 1990 - 1990
Education
University of Denver 1981 — 1985
BA, Psychology
Southwest Water Company October 2014 - Present
Independent Energy Consultant 2010 - Present
Consultant -- ArcLight Capital Partners January 2009 - June 2010
ArcLight Capital Partners 2001 - 2008
Shoreline Utility Advisors February 1998 - December 2000
Angelo Gordon January 1993 - December 1997
Franklin Templeton 1988 - 1990
Skills
Due Diligence, Valuation, Private Equity, Project Finance, Financial Modeling, Economics, Energy, Strategic Financial..., Management Consulting, Mergers, Investments, Business Strategy, Mergers & Acquisitions, Corporate Development, Commodity, Renewable Energy, Financial Analysis, Commodity Markets, Trading, Investment Banking, Corporate Finance
Education
University of Nebraska-Lincoln 1982 — 1986
B.S., Finance
Visa June 2012 - Present
Visa October 2011 - May 2012
San Francisco State University June 2009 - December 2011
San Mateo Foster City School District June 2010 - September 2011
Franklin Templeton January 2000 - January 2004
Franklin Templeton Group - January 1998 - December 2000
Franklin Templeton Investments December 1999 - May 2000
Franklin Templeton January 1998 - January 2000
Education
Institute of Supply Management 2013 — 2013
CPSM
PMI 2012 — 2012
Project Management Institute - Project Management Professional (PMP)
San Francisco State University 2009 — 2012
Master of Business Administration (MBA)
SFSU - BS Business Administration Magna Cum Laude 2005 — 2009
BS
Commune Design October 2014 - Present
Elite Placement Group, LLC March 2012 - Present
ZGF Architects LLP July 2012 - September 2014
Metro Development Group November 2002 - January 2012
Franklin Templeton 1999 - 2001
Salon Jim Botts 1994 - 1999
Skills
Real Estate, Residential Homes, Contract Negotiation, Team Building, Strategic Planning, Team Leadership, Construction, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Outlook, Research, Process Scheduler, Contract Management
Education
UCLA Extension Architecture and Interior Design 2014 — 2017
CCNH
BS Holistic Nutrition, Nutrition
Broward County Schools March 2013 - Present
CHARTER SCHOOL August 2009 - February 2013
Charter School of Boynton Beach August 2009 - February 2013
CORAL SPRINGS CHARTER SCHOOL January 2008 - June 2009
A to Z tutoring October 2007 - April 2008
BROWARD COUNTY BOARD of EDUCATION November 2007 - January 2008
Franklin Templeton October 2005 - August 2006
FRANKLIN TEMPLETON CORP April 2005 - August 2006
Franklin Templeton April 2005 - October 2005
State Street January 2000 - April 2005
Skills
Training, Budgets, Account Reconciliation, Tutoring, Teaching, PowerPoint, Outlook, Lesson Planning, Classroom, Classroom Management, Mutual Funds, ESL, Instructional Design, Fund Accounting, Curriculum Development, Coaching, Financial Analysis
Education
Rutgers University-New Brunswick 1988 — 1992
BS, Accounting
Cass Technical high school
Franklin Templeton DirectorFranklin Templeton Investments2007 - Present
Education
CFA Institute 2013 — 2013
Claritas Investment Certificate
University of Pennsylvania
BA
Franklin Templeton June 2011 - Present
WTAS April 2006 - May 2011
PwC 2003 - 2006
Lehman Brothers 2001 - 2003
Arthur Andersen 1995 - 1999
Education
University of Pennsylvania 1999 — 2001
MBA, Finance
University of California, Berkeley 1991 — 1994
BA, Accounting
Florida State University January 2012 - Present
Sign Supply USA Inc February 2005 - March 2010
Proietto Painting Inc June 2001 - January 2005
Franklin Templeton February 1997 - May 2001
Skills
Accounts Payable, Inventory Management, Microsoft Office, General Ledger, Journal Entries, Accounting, Account Reconciliation, Accruals
Education
University of Phoenix 2001 — 2003
B.A, Business/Accounting
Palm Beach Community CollegePalm 1996 — 1998
A.A, Business Administration
Neuberger Berman May 2014 - Present
JPMorgan Chase July 2011 - May 2014
BNP Paribas June 2010 - August 2010
UBS AG June 2009 - August 2009
Franklin Templeton June 2008 - August 2008
Education
Tufts University 2007 — 2011
Bachelor of Arts (B.A.), Economics
University of Oxford 2009 — 2010
Economics & Management
ABM Building Soltions October 2011 - Present
Verizon Wireless March 2010 - October 2011
Team Power Forklift August 2008 - April 2009
Matheson Fast Freight December 2005 - March 2008
Allied Waste May 2003 - November 2005
Manpower Professional January 2002 - May 2003
EDFUND March 1997 - December 2001
Franklin Templeton April 1996 - January 1997
Skills
Account Reconciliation, Accounting, Accounts Receivable, Invoicing, Management, Customer Service, Applicant Tracking..., Payroll, Accounts Payable, Finance, Talent Acquisition, Auditing, Spreadsheets, Microsoft Excel, Time Management, PeopleSoft
Education
Sierra College 1993 — 1994
14 units completed, Business Accounting
Mesa Verde High School 1989 — 1993
graduated with diploma, English and Math
CSC 2011 - Present
IBM 2010 - 2011
Franklin Templeton 2007 - 2010
HCL Tech 2005 - 2007
Skills
PeopleSoft HCM, SDLC, Requirements Analysis, Business Analysis, Oracle, Requirements Gathering, Business Process, ERP, Integration, SQL, Oracle Applications
Education
J.N.T.U
B.Tech
University of Hyderabad
PGDBM