Franklin Templeton Investments
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. Assets under management: 753.2 billion USD (2017) Customer service: 0800 305306 CEO: Gregory E. Johnson (31 Jul 2005–) Subsidiaries: Franklin Templeton International Services SA,
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Franklin Templeton Investments Employees
Employee
Years
Job
Industry
Alexandra G Escobedo, CFA, CFP® Alexandra G Escobedo, CFA, CFP®'s Franklin Templeton Investments Experience March 2008 - April 2009
Job Portfolio Manager at US Trust
Industry Financial Services
Experience
US Trust October 2012 - Present
US Trust July 2011 - October 2012
TradeStation Securities May 2009 - July 2011
Franklin Templeton Investments March 2008 - April 2009
BlackRock May 2007 - August 2007
Education
Florida International University - College of Business 2004 — 2007
B.B.A., Finance/Economics
US Trust October 2012 - Present
US Trust July 2011 - October 2012
TradeStation Securities May 2009 - July 2011
Franklin Templeton Investments March 2008 - April 2009
BlackRock May 2007 - August 2007
Education
Florida International University - College of Business 2004 — 2007
B.B.A., Finance/Economics
James Dailey James Dailey's Franklin Templeton Investments Experience December 2014 - Present
Job Advisor Consultant, Northern WI at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2014 - Present
Franklin Templeton Investments June 2013 - Present
OSI Restaurant Partners 2011 - 2012
Skills
Payroll, ADP Payroll, Microsoft Excel, Customer Service, Accounts Payable, Microsoft Office, Microsoft Word, PowerPoint, Accounts Receivable, Time Management, Data Entry, Benefits Administration, Human Resources, Spreadsheets, Employee Relations, General Ledger
Education
Florida Gulf Coast University
Bachelor's degree, Economics
Franklin Templeton Investments December 2014 - Present
Franklin Templeton Investments June 2013 - Present
OSI Restaurant Partners 2011 - 2012
Skills
Payroll, ADP Payroll, Microsoft Excel, Customer Service, Accounts Payable, Microsoft Office, Microsoft Word, PowerPoint, Accounts Receivable, Time Management, Data Entry, Benefits Administration, Human Resources, Spreadsheets, Employee Relations, General Ledger
Education
Florida Gulf Coast University
Bachelor's degree, Economics
Emily Timmerman Emily Timmerman's Franklin Templeton Investments Experience November 2012 - 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
Maria Bethel Maria Bethel's Franklin Templeton Investments Experience October 2009 - April 2010
Job Transitions & Education
Industry Financial Services
Experience
INVEST Financial Corporation February 2012 - Present
Franklin Templeton Investments October 2009 - April 2010
RMI January 2008 - April 2009
Skills
Emergency Management, Meeting Planning, Cvent, Training Delivery, Microsoft Office, Microsoft Excel, Customer Service, Financial Analysis, Mutual Funds, Investments, Securities, Social Media, Finance, Financial Services, Public Speaking, Training, Wealth Management
Education
Florida State University
Public Policy - ISS
Saint Petersburg Community College
Associate's Degree, Associate of Arts
INVEST Financial Corporation February 2012 - Present
Franklin Templeton Investments October 2009 - April 2010
RMI January 2008 - April 2009
Skills
Emergency Management, Meeting Planning, Cvent, Training Delivery, Microsoft Office, Microsoft Excel, Customer Service, Financial Analysis, Mutual Funds, Investments, Securities, Social Media, Finance, Financial Services, Public Speaking, Training, Wealth Management
Education
Florida State University
Public Policy - ISS
Saint Petersburg Community College
Associate's Degree, Associate of Arts
Jerry Seay Jerry Seay's Franklin Templeton Investments Experience January 1999 - January 2001
Job H L Research Officer at JPMorgan Chase
Industry Banking
Experience
Carrington Mortgage Services, Mortgage Servicing Division November 2014 - Present
JPMorgan Chase & Co. January 2011 - Present
Chase January 2009 - January 2011
East Coast Christian Community January 2002 - January 2009
Washington Mutual Bank May 2008 - September 2008
Fiserv Lending Solutions January 2002 - July 2007
Florida Windstorm Underwriting Association January 2001 - January 2002
St. Luke Lutheran Church January 2001 - January 2002
Franklin Templeton Investments January 1999 - January 2001
Christ Metropolitan Community Church January 1997 - January 1999
Skills
Customer Service, Public Speaking, Microsoft Office, Leadership, Event Planning, Strategic Planning, Team Building, Community Outreach, Social Media, Coaching, Banking, Equities, Derivatives, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Management, Research, Social Networking
Education
Walden University 2006 — 2017
Ph.D, Industrial/Organizational Psychology
Southeastern University 1972 — 1976
Batchelor of Arts, Divinity/Ministry
Florida Metropolitan University
Masters of Business Administration, Human Resources
Carrington Mortgage Services, Mortgage Servicing Division November 2014 - Present
JPMorgan Chase & Co. January 2011 - Present
Chase January 2009 - January 2011
East Coast Christian Community January 2002 - January 2009
Washington Mutual Bank May 2008 - September 2008
Fiserv Lending Solutions January 2002 - July 2007
Florida Windstorm Underwriting Association January 2001 - January 2002
St. Luke Lutheran Church January 2001 - January 2002
Franklin Templeton Investments January 1999 - January 2001
Christ Metropolitan Community Church January 1997 - January 1999
Skills
Customer Service, Public Speaking, Microsoft Office, Leadership, Event Planning, Strategic Planning, Team Building, Community Outreach, Social Media, Coaching, Banking, Equities, Derivatives, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Management, Research, Social Networking
Education
Walden University 2006 — 2017
Ph.D, Industrial/Organizational Psychology
Southeastern University 1972 — 1976
Batchelor of Arts, Divinity/Ministry
Florida Metropolitan University
Masters of Business Administration, Human Resources
Jacqueline Mero's Franklin Templeton Investments Experience April 2012 - Present
Job Trading Assistant
Industry Financial Services
Experience
Franklin Templeton Investments April 2012 - Present
Ameriprise Financial Services, Inc. March 2011 - April 2012
Bennardo & Bennardo Attorney's at Law and Columbia Title Services March 2009 - March 2011
Neiman Marcus November 2007 - March 2009
Skills
Financial Advisory, Mutual Funds, Asset Allocation, Investments, Wealth Management, Retirement Planning, Equities, Securities, Financial Services
Education
Florida State University 2002 — 2007
Bachelor of Arts, Art History
Franklin Templeton Investments April 2012 - Present
Ameriprise Financial Services, Inc. March 2011 - April 2012
Bennardo & Bennardo Attorney's at Law and Columbia Title Services March 2009 - March 2011
Neiman Marcus November 2007 - March 2009
Skills
Financial Advisory, Mutual Funds, Asset Allocation, Investments, Wealth Management, Retirement Planning, Equities, Securities, Financial Services
Education
Florida State University 2002 — 2007
Bachelor of Arts, Art History
Nancy Schwarz Find Encinitas Real Estate Nancy Schwarz Find Encinitas Real Estate's Franklin Templeton Investments Experience April 1994 - May 1997
Job Realtor at Windermere SoCal
Industry Real Estate
Experience
Windermere Real Estate Southern California May 2015 - Present
Nextage Premier Realty April 2014 - August 2014
Coldwell Banker Real Estate January 2013 - April 2014
Prudential Real Estate January 2009 - June 2011
New Hope Natural Media September 1998 - February 2001
Franklin Templeton Investments April 1994 - May 1997
Skills
Buyer Representation, Listings, Real Estate, Listing Homes, First Time Home Buyers, Graphic Design, Fine Art, Art, Craft, Art Education, Visual Arts, Mixed Media, Referrals
Education
California Bureau Of Real Estate
Real Estate Salesperson's License, Real Estate
Kaplan Professional School 2009 — 2009
Real Estate Salesperson's License, Real Estate
Florida State University 1979 — 1983
Bachelor of Arts (B.A.), Graphic Design
Mainland 1975 — 1977
Graduated Magna Cum Laude, Liberal Arts and Sciences/Liberal Studies
Windermere Real Estate Southern California May 2015 - Present
Nextage Premier Realty April 2014 - August 2014
Coldwell Banker Real Estate January 2013 - April 2014
Prudential Real Estate January 2009 - June 2011
New Hope Natural Media September 1998 - February 2001
Franklin Templeton Investments April 1994 - May 1997
Skills
Buyer Representation, Listings, Real Estate, Listing Homes, First Time Home Buyers, Graphic Design, Fine Art, Art, Craft, Art Education, Visual Arts, Mixed Media, Referrals
Education
California Bureau Of Real Estate
Real Estate Salesperson's License, Real Estate
Kaplan Professional School 2009 — 2009
Real Estate Salesperson's License, Real Estate
Florida State University 1979 — 1983
Bachelor of Arts (B.A.), Graphic Design
Mainland 1975 — 1977
Graduated Magna Cum Laude, Liberal Arts and Sciences/Liberal Studies
Katie A. Lewis's Franklin Templeton Investments Experience May 2011 - August 2011
Job Digital Marketing Communications Professional
Industry Information Technology and Services
Experience
ERP Maestro, Inc July 2015 - Present
SmartProcure February 2015 - May 2015
ClearCi October 2014 - January 2015
ClearCi July 2012 - September 2014
Subculture March 2012 - April 2013
Come Recommended March 2012 - June 2012
Come Recommended August 2011 - February 2012
Franklin Templeton Investments May 2011 - August 2011
Silicon Tally January 2011 - April 2011
Skills
Facebook, Press Releases, SEO, Social Media Marketing, Event Planning, Tumblr, Social Media, Online Content Creation, WordPress, Online Lead Generation, Inbound Marketing, Google+, Marketing Copy, B2B Marketing Strategy, Public Relations, Media Relations, Blogging, Media Pitches, HTML, Corporate Communications, Content Strategy, Sales Enablement, Microsoft Office, Email Marketing, Social Networking, Marketing, Media Lists, Twitter, HTML + CSS, Salesforce.com..., HubSpot, Mac OS, iWork, Windows, Web Design, Landing Page..., Web Content Management, Marketing Automation
Education
Florida State University 2009 — 2012
B.A., English, Cum Laude
ERP Maestro, Inc July 2015 - Present
SmartProcure February 2015 - May 2015
ClearCi October 2014 - January 2015
ClearCi July 2012 - September 2014
Subculture March 2012 - April 2013
Come Recommended March 2012 - June 2012
Come Recommended August 2011 - February 2012
Franklin Templeton Investments May 2011 - August 2011
Silicon Tally January 2011 - April 2011
Skills
Facebook, Press Releases, SEO, Social Media Marketing, Event Planning, Tumblr, Social Media, Online Content Creation, WordPress, Online Lead Generation, Inbound Marketing, Google+, Marketing Copy, B2B Marketing Strategy, Public Relations, Media Relations, Blogging, Media Pitches, HTML, Corporate Communications, Content Strategy, Sales Enablement, Microsoft Office, Email Marketing, Social Networking, Marketing, Media Lists, Twitter, HTML + CSS, Salesforce.com..., HubSpot, Mac OS, iWork, Windows, Web Design, Landing Page..., Web Content Management, Marketing Automation
Education
Florida State University 2009 — 2012
B.A., English, Cum Laude
Tyler Reynolds's Franklin Templeton Investments Experience June 2013 - August 2013
Job Commercial Real Estate Broker at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield August 2015 - Present
JLL March 2014 - June 2015
Franklin Templeton Investments June 2013 - August 2013
Florida State University January 2012 - May 2013
Capstone Financial, LLC December 2012 - April 2013
Capital Valet September 2011 - December 2011
Plus Services/Disney April 2010 - September 2011
Skills
Microsoft Excel
Education
Florida State University 2010 — 2013
Bachelor of Science, Finance & Real Estate, 3.8 Cummulative GPA; 4.0 Major GPA
Cushman & Wakefield August 2015 - Present
JLL March 2014 - June 2015
Franklin Templeton Investments June 2013 - August 2013
Florida State University January 2012 - May 2013
Capstone Financial, LLC December 2012 - April 2013
Capital Valet September 2011 - December 2011
Plus Services/Disney April 2010 - September 2011
Skills
Microsoft Excel
Education
Florida State University 2010 — 2013
Bachelor of Science, Finance & Real Estate, 3.8 Cummulative GPA; 4.0 Major GPA
Patricia Gordon's Franklin Templeton Investments Experience 1994 - 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
John Roble John Roble's Franklin Templeton Investments Experience March 2002 - February 2004
Job Vice President Sales at CIGNA
Industry Hospital & Health Care
Experience
CIGNA December 2012 - Present
CIGNA Healthcare April 2008 - December 2012
Great-West Healthcare February 2004 - April 2008
Franklin Templeton Investments March 2002 - February 2004
Education
University of South Florida 2002 — 2004
Master of Business Administration (MBA), Concentrating in Finance and Management
Florida State University 1997 — 2002
Bachelor of Science (B.S.), Management Information Systems, General
CIGNA December 2012 - Present
CIGNA Healthcare April 2008 - December 2012
Great-West Healthcare February 2004 - April 2008
Franklin Templeton Investments March 2002 - February 2004
Education
University of South Florida 2002 — 2004
Master of Business Administration (MBA), Concentrating in Finance and Management
Florida State University 1997 — 2002
Bachelor of Science (B.S.), Management Information Systems, General
Nicole Wilson's Franklin Templeton Investments Experience July 2004 - October 2004
Job Human Resources Manager
Industry Human Resources
Experience
Synergistix March 2008 - Present
Synergistix March 2005 - March 2008
Broadspire October 2004 - March 2005
Franklin Templeton Investments July 2004 - October 2004
Motorola June 2003 - July 2004
Charming Shoppes 2002 - 2003
Skills
Employee Relations, Human Resources, Talent Acquisition, Talent Management, Performance Management, Benefits Administration, Payroll, Policy, Onboarding, Recruiting, Employee Benefits, HRIS, Applicant Tracking..., Succession Planning, HR Policies, Technical Recruiting, New Hire Orientations, CRM, Personnel Management, Leadership
Education
Florida International University 1998 — 2002
Bachelor's of Science, Health Service Administration
Florida International University
Bachelor of Science in Health Service Administration
Synergistix March 2008 - Present
Synergistix March 2005 - March 2008
Broadspire October 2004 - March 2005
Franklin Templeton Investments July 2004 - October 2004
Motorola June 2003 - July 2004
Charming Shoppes 2002 - 2003
Skills
Employee Relations, Human Resources, Talent Acquisition, Talent Management, Performance Management, Benefits Administration, Payroll, Policy, Onboarding, Recruiting, Employee Benefits, HRIS, Applicant Tracking..., Succession Planning, HR Policies, Technical Recruiting, New Hire Orientations, CRM, Personnel Management, Leadership
Education
Florida International University 1998 — 2002
Bachelor's of Science, Health Service Administration
Florida International University
Bachelor of Science in Health Service Administration
William T. Saksefski William T. Saksefski's Franklin Templeton Investments Experience March 2006 - December 2007
Job Accountant, Ullman Family Partnership / Benecard Services
Industry Accounting
Experience
Ullman Family Partnership / Benecard Services April 2010 - Present
Independent Bookkeeper October 2009 - April 2010
The Meatman, Inc. March 2008 - September 2009
Franklin Templeton Investments March 2006 - December 2007
Skills
Accounting, Financial Accounting, Accounts Receivable, Analysis, QuickBooks, Budgeting, Bookkeeping, Auditing, Financial Analysis, Construction Accounting, Retail Accounting, Automotive Accounting, General Ledger, Development Accounting, Full-Charge Bookkeeping, Annual Budgets, Internal Audit, Asset Allocation, Business Analysis, Data Analysis, Forecasting, Firm Valuation, Strategic Planning, Quicken, Turbo Tax, Microsoft Office, Outlook, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of South Florida 2007 — 2009
Bachelor's of Science, Accounting
Florida State University 2001 — 2005
Bachelor of Science (BS), Economics and Finance
Ullman Family Partnership / Benecard Services April 2010 - Present
Independent Bookkeeper October 2009 - April 2010
The Meatman, Inc. March 2008 - September 2009
Franklin Templeton Investments March 2006 - December 2007
Skills
Accounting, Financial Accounting, Accounts Receivable, Analysis, QuickBooks, Budgeting, Bookkeeping, Auditing, Financial Analysis, Construction Accounting, Retail Accounting, Automotive Accounting, General Ledger, Development Accounting, Full-Charge Bookkeeping, Annual Budgets, Internal Audit, Asset Allocation, Business Analysis, Data Analysis, Forecasting, Firm Valuation, Strategic Planning, Quicken, Turbo Tax, Microsoft Office, Outlook, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of South Florida 2007 — 2009
Bachelor's of Science, Accounting
Florida State University 2001 — 2005
Bachelor of Science (BS), Economics and Finance
Dallas Register Dallas Register's Franklin Templeton Investments Experience May 2005 - January 2007
Job Project Specialist III – Tax Reporting
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
New York Life Insurance Company September 2014 - May 2015
Transamerica Financial Advisors, Inc. June 2009 - July 2014
Raymond James January 2007 - June 2009
Franklin Templeton Investments May 2005 - January 2007
Skills
Mutual Funds, Securities, Investments, FINRA, Financial Advisory, Bonds, Fixed Income, Options, Marketing, Training, Financial Services, Retirement Planning, Investment Advisory, Finance, Customer Service, Equities, Organizational..., Portfolio Management, Wealth Management, Fixed Annuities, Retirement, Investment Strategies, Asset Management, IRAs, Asset Allocation, Relationship Management, Social Media Marketing, Building Relationships, Business Networking, Communication, Creative Problem Solving, Networking, Public Speaking, Seminar Marketing, Equity Trading, Series 7, FINRA Series 55, Time Management, Series 6, Customer Satisfaction
Education
Florida State University 2014 — 2016
Bachelor of Science (B.S.), Interdisciplinary Social Science
St. Petersburg College 2009 — 2014
Associate of Arts (A.A.), Finance, General, 3.5 GPA
Kelso High School 1990 — 1992
Diploma, Business/Commerce, General, 3.65
Kalama School 1980 — 1990
n/a, General
Raymond James Financial, Inc. May 2015 - Present
New York Life Insurance Company September 2014 - May 2015
Transamerica Financial Advisors, Inc. June 2009 - July 2014
Raymond James January 2007 - June 2009
Franklin Templeton Investments May 2005 - January 2007
Skills
Mutual Funds, Securities, Investments, FINRA, Financial Advisory, Bonds, Fixed Income, Options, Marketing, Training, Financial Services, Retirement Planning, Investment Advisory, Finance, Customer Service, Equities, Organizational..., Portfolio Management, Wealth Management, Fixed Annuities, Retirement, Investment Strategies, Asset Management, IRAs, Asset Allocation, Relationship Management, Social Media Marketing, Building Relationships, Business Networking, Communication, Creative Problem Solving, Networking, Public Speaking, Seminar Marketing, Equity Trading, Series 7, FINRA Series 55, Time Management, Series 6, Customer Satisfaction
Education
Florida State University 2014 — 2016
Bachelor of Science (B.S.), Interdisciplinary Social Science
St. Petersburg College 2009 — 2014
Associate of Arts (A.A.), Finance, General, 3.5 GPA
Kelso High School 1990 — 1992
Diploma, Business/Commerce, General, 3.65
Kalama School 1980 — 1990
n/a, General
Alan Long, CFA Alan Long, CFA's Franklin Templeton Investments Experience September 2006 - April 2007
Job Operations Manager Portfolio Investments at The Dow Chemical Company
Industry Investment Management
Experience
The Dow Chemical Company September 2013 - Present
The Dow Chemical Company May 2011 - August 2013
Jackson National Asset Management October 2008 - March 2011
City of Tallahassee May 2007 - August 2007
Franklin Templeton Investments September 2006 - April 2007
Franklin Templeton Investments October 2005 - August 2006
Education
Florida State University - College of Business 2007 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
Michigan State University 2001 — 2005
Bachelor's degree, Finance
The Dow Chemical Company September 2013 - Present
The Dow Chemical Company May 2011 - August 2013
Jackson National Asset Management October 2008 - March 2011
City of Tallahassee May 2007 - August 2007
Franklin Templeton Investments September 2006 - April 2007
Franklin Templeton Investments October 2005 - August 2006
Education
Florida State University - College of Business 2007 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
Michigan State University 2001 — 2005
Bachelor's degree, Finance
Michelle Anchel Michelle Anchel's Franklin Templeton Investments Experience July 2004 - May 2006
Job Financial Analyst at Bluegreen Vacations
Industry Financial Services
Experience
Bluegreen Vacations March 2015 - Present
Florida Millwork Marketing January 2012 - August 2014
AutoNation February 2008 - December 2009
AutoNation January 2007 - February 2008
AVM, LP May 2006 - December 2006
Franklin Templeton Investments July 2004 - May 2006
Skills
ADP Payroll, ADP ReportSmith, Stock Compensation, General Ledger, Accounting, Essbase, Microsoft Excel, Payroll Analysis, Account Reconciliation, Proxy, Year-end Close, PeopleSoft Financial, Journal Entries, Process Improvement, Finance, Customer Service, Deferred Compensation, Employee Benefits, Employee Relations, Financial Analysis, Human Resources, Succession Planning, Team Building, PeopleSoft
Education
Florida Atlantic University
Bachelors, Finance
University of Florida
Bluegreen Vacations March 2015 - Present
Florida Millwork Marketing January 2012 - August 2014
AutoNation February 2008 - December 2009
AutoNation January 2007 - February 2008
AVM, LP May 2006 - December 2006
Franklin Templeton Investments July 2004 - May 2006
Skills
ADP Payroll, ADP ReportSmith, Stock Compensation, General Ledger, Accounting, Essbase, Microsoft Excel, Payroll Analysis, Account Reconciliation, Proxy, Year-end Close, PeopleSoft Financial, Journal Entries, Process Improvement, Finance, Customer Service, Deferred Compensation, Employee Benefits, Employee Relations, Financial Analysis, Human Resources, Succession Planning, Team Building, PeopleSoft
Education
Florida Atlantic University
Bachelors, Finance
University of Florida
Richard Uhlmann's Franklin Templeton Investments Experience October 2000 - Present
Job Advisor Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2000 - Present
Skills
Investments, Equities, Portfolio Management, Asset Management, Wealth Management, Fixed Income, Financial Modeling, Mutual Funds, Alternative Investments
Education
Florida State University 1995 — 2000
Bachelor's degree, Finance, General
Franklin Templeton Investments October 2000 - Present
Skills
Investments, Equities, Portfolio Management, Asset Management, Wealth Management, Fixed Income, Financial Modeling, Mutual Funds, Alternative Investments
Education
Florida State University 1995 — 2000
Bachelor's degree, Finance, General
Robert L Hill Robert L Hill's Franklin Templeton Investments Experience 1994 - 1996
Job Entrepreneur / Independent Insurance Broker/Employee Benefits Consultant/ Small Business Marketing Expert
Industry Health, Wellness and Fitness
Experience
Hill Benefits Group April 2010 - Present
Aflac August 2012 - Present
National Benefit Builders Inc. (NBBI) May 2009 - Present
Avaya May 2003 - December 2011
Eagles Edge Marketing and Business Solutions June 2003 - August 2008
Invest Financial March 1996 - May 1999
Franklin Templeton Investments 1994 - 1996
Publix Super Markets 1984 - 1994
Skills
Small Business, Wellness, Benefits, Customer Relations, Marketing Management, Marketing Strategy, Direct Marketing, Sales Presentations, Notary Public, Salesforce.com, Business Coaching, Creative Writer, Creative Strategy, Creative Writing, Business Planning, Small Business Marketing, Promotions, SAP, Customer Satisfaction, Advertising, Minority Business..., Entrepreneurship, Consulting, Innovation, Customer Service, Licensed Life & Health..., Blogging
Education
Florida Metropolitan University 1990 — 1994
Bachelors of Science, Marketing and Business Management, Graduated Magna Cum Laude with a 3.77 gpa
Savannah State University
Business Administration and Management, General
Hill Benefits Group April 2010 - Present
Aflac August 2012 - Present
National Benefit Builders Inc. (NBBI) May 2009 - Present
Avaya May 2003 - December 2011
Eagles Edge Marketing and Business Solutions June 2003 - August 2008
Invest Financial March 1996 - May 1999
Franklin Templeton Investments 1994 - 1996
Publix Super Markets 1984 - 1994
Skills
Small Business, Wellness, Benefits, Customer Relations, Marketing Management, Marketing Strategy, Direct Marketing, Sales Presentations, Notary Public, Salesforce.com, Business Coaching, Creative Writer, Creative Strategy, Creative Writing, Business Planning, Small Business Marketing, Promotions, SAP, Customer Satisfaction, Advertising, Minority Business..., Entrepreneurship, Consulting, Innovation, Customer Service, Licensed Life & Health..., Blogging
Education
Florida Metropolitan University 1990 — 1994
Bachelors of Science, Marketing and Business Management, Graduated Magna Cum Laude with a 3.77 gpa
Savannah State University
Business Administration and Management, General
Ian Land Ian Land's Franklin Templeton Investments Experience December 2001 - March 2009
Job Financial Controller at Real Estate Management Corporation
Industry Financial Services
Experience
Real Estate Management Corporation May 2015 - Present
American Credit Counselors, Inc April 2009 - May 2015
Franklin Templeton Investments December 2001 - March 2009
Skills
Mutual Funds, General Ledger, Fund Accounting, Financial Statements, Accounting, Tax, Internal Audit, Auditing, GAAP, Bloomberg, Alternative Investments, US GAAP, Internal Controls, Financial Modeling, Account Reconciliation, Financial Analysis, Financial Reporting, External Audit, Financial Audits, Derivatives, Corporate Tax, Sarbanes-Oxley
Education
Florida Atlantic University 2006 — 2010
MBA, Finance
Florida Atlantic University 1997 — 2000
BA, Finance
University of Central Florida
University of Central Florida
Real Estate Management Corporation May 2015 - Present
American Credit Counselors, Inc April 2009 - May 2015
Franklin Templeton Investments December 2001 - March 2009
Skills
Mutual Funds, General Ledger, Fund Accounting, Financial Statements, Accounting, Tax, Internal Audit, Auditing, GAAP, Bloomberg, Alternative Investments, US GAAP, Internal Controls, Financial Modeling, Account Reconciliation, Financial Analysis, Financial Reporting, External Audit, Financial Audits, Derivatives, Corporate Tax, Sarbanes-Oxley
Education
Florida Atlantic University 2006 — 2010
MBA, Finance
Florida Atlantic University 1997 — 2000
BA, Finance
University of Central Florida
University of Central Florida
Lisa Berringer Lisa Berringer's Franklin Templeton Investments Experience April 2012 - Present
Job Assistant Treasurer, Franklin Templeton
Industry Financial Services
Experience
Franklin Templeton Investments April 2012 - Present
T. Rowe Price October 2005 - January 2012
Franklin Templeton Investments 1994 - 2004
Education
Florida Atlantic University 1982 — 1987
BBA, Accounting
Franklin Templeton Investments April 2012 - Present
T. Rowe Price October 2005 - January 2012
Franklin Templeton Investments 1994 - 2004
Education
Florida Atlantic University 1982 — 1987
BBA, Accounting
Yevgeniy Vinitskiy, MST Yevgeniy Vinitskiy, MST's Franklin Templeton Investments Experience May 2013 - November 2014
Job Consultant
Industry Management Consulting
Experience
Franklin Templeton Investments May 2013 - November 2014
Apex Fund Services September 2012 - May 2013
H&R Block December 2011 - September 2012
CBIZ Goldstein Lewin January 2011 - December 2011
Brickell Park Condo August 2009 - February 2011
Prudential Financial 2007 - 2009
North Miami Beach June 2004 - August 2007
Skills
Microsoft Office, Income Statement, Customer Service, PowerPoint, Accounting Applications, Financial Reporting, Accounting, Enthusiasm to learn, Account Reconciliation, Teamwork, Financial Analysis, Management, Microsoft Excel, Tax, Strategic Planning, Finance, Budgets, Payroll, Accounts Receivable, GAAP, QuickBooks, Analysis, Variance Analysis, Financial Statements, Investments, Financial Accounting, Accruals, Valuation, Financial Audits, External Audit, Fund Accounting, US GAAP, Journal Entries, Financial Modeling
Education
Florida International University - College of Business 2010 — 2010
EMST, Taxation
Florida International University - College of Business 2003 — 2007
Bachelors, Finance and International Business
Franklin Templeton Investments May 2013 - November 2014
Apex Fund Services September 2012 - May 2013
H&R Block December 2011 - September 2012
CBIZ Goldstein Lewin January 2011 - December 2011
Brickell Park Condo August 2009 - February 2011
Prudential Financial 2007 - 2009
North Miami Beach June 2004 - August 2007
Skills
Microsoft Office, Income Statement, Customer Service, PowerPoint, Accounting Applications, Financial Reporting, Accounting, Enthusiasm to learn, Account Reconciliation, Teamwork, Financial Analysis, Management, Microsoft Excel, Tax, Strategic Planning, Finance, Budgets, Payroll, Accounts Receivable, GAAP, QuickBooks, Analysis, Variance Analysis, Financial Statements, Investments, Financial Accounting, Accruals, Valuation, Financial Audits, External Audit, Fund Accounting, US GAAP, Journal Entries, Financial Modeling
Education
Florida International University - College of Business 2010 — 2010
EMST, Taxation
Florida International University - College of Business 2003 — 2007
Bachelors, Finance and International Business
James Henry, CFP®, CRPC®'s Franklin Templeton Investments Experience October 2002 - July 2007
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Oppenheimer & Co. Inc. July 2014 - September 2014
Edward Jones June 2014 - July 2014
Ameriprise Financial Services, Inc. May 2009 - June 2014
Ameriprise Financial Services, Inc. July 2007 - May 2009
Franklin Templeton Investments October 2002 - July 2007
Education
Florida State University 1998 — 1999
Bachelor of Science, Finance
Florida State University - College of Business 1998 — 1999
BS, Finance
Ameriprise Financial Services, Inc. September 2014 - Present
Oppenheimer & Co. Inc. July 2014 - September 2014
Edward Jones June 2014 - July 2014
Ameriprise Financial Services, Inc. May 2009 - June 2014
Ameriprise Financial Services, Inc. July 2007 - May 2009
Franklin Templeton Investments October 2002 - July 2007
Education
Florida State University 1998 — 1999
Bachelor of Science, Finance
Florida State University - College of Business 1998 — 1999
BS, Finance
Stephen Buckley Stephen Buckley's Franklin Templeton Investments Experience October 2012 - February 2013
Job Associate Portfolio Manager, Bayview Asset Management
Industry Financial Services
Experience
Bayview Asset Management, LLC June 2013 - Present
Franklin Templeton Investments October 2012 - February 2013
State Street Corporation February 2011 - October 2011
Citizens Bank March 2010 - February 2011
Allen & Company of Florida, Investments & Securities Firm August 2009 - December 2009
Florida Southern College January 2008 - May 2008
Skills
Financial Analysis, Mutual Funds, Investments, Financial Modeling, Equities, Portfolio Management, Risk Management, Microsoft Excel, Valuation, Banking, Securities, Financial Reporting, Financial Services, Business Strategy, Strategy, Trading, Leadership, Management
Education
Nova Southeastern University 2011 — 2013
MBA, Finance
Florida Southern College 2005 — 2009
Bachelor of Science, Business Administration: Finance / Minor: Economics
Seekonk High School
Bayview Asset Management, LLC June 2013 - Present
Franklin Templeton Investments October 2012 - February 2013
State Street Corporation February 2011 - October 2011
Citizens Bank March 2010 - February 2011
Allen & Company of Florida, Investments & Securities Firm August 2009 - December 2009
Florida Southern College January 2008 - May 2008
Skills
Financial Analysis, Mutual Funds, Investments, Financial Modeling, Equities, Portfolio Management, Risk Management, Microsoft Excel, Valuation, Banking, Securities, Financial Reporting, Financial Services, Business Strategy, Strategy, Trading, Leadership, Management
Education
Nova Southeastern University 2011 — 2013
MBA, Finance
Florida Southern College 2005 — 2009
Bachelor of Science, Business Administration: Finance / Minor: Economics
Seekonk High School
Mary Reed's Franklin Templeton Investments Experience November 1997 - March 2009
Job Stage Manager/Actor/Director/Set Dresser; Social Media Coordinator; Freelance Writer
Industry Performing Arts
Experience
Franklin Templeton Investments November 1997 - March 2009
Ryder System, Inc. March 1994 - October 1997
Norwegian Cruise Line September 1988 - March 1994
NBC News September 1987 - September 1988
John Alden Life Ins Co Northst September 1986 - September 1987
The Coconut Grove Playhouse May 1986 - August 1986
AmeriFirst Florida Trust Company June 1982 - June 1986
Florida State University May 1978 - May 1982
Burger King Corporation June 1974 - June 1976
Skills
SDLC, Software Project..., Vendor Management, Leadership, Software Documentation, Theatre, Management, Business Analysis, Program Management, Visio, Agile Methodologies, Project Management, Requirements Gathering, Stage, Agile Project Management, Requirements Analysis, SharePoint, Business Process...
Education
Florida State University 1977 — 1982
Bachelor of Arts, Theatre
Franklin Templeton Investments November 1997 - March 2009
Ryder System, Inc. March 1994 - October 1997
Norwegian Cruise Line September 1988 - March 1994
NBC News September 1987 - September 1988
John Alden Life Ins Co Northst September 1986 - September 1987
The Coconut Grove Playhouse May 1986 - August 1986
AmeriFirst Florida Trust Company June 1982 - June 1986
Florida State University May 1978 - May 1982
Burger King Corporation June 1974 - June 1976
Skills
SDLC, Software Project..., Vendor Management, Leadership, Software Documentation, Theatre, Management, Business Analysis, Program Management, Visio, Agile Methodologies, Project Management, Requirements Gathering, Stage, Agile Project Management, Requirements Analysis, SharePoint, Business Process...
Education
Florida State University 1977 — 1982
Bachelor of Arts, Theatre
Scott Levine's Franklin Templeton Investments Experience June 2006 - August 2006
Job Financial Services Regulatory Advisory Manager at PwC
Industry Financial Services
Experience
PwC May 2013 - Present
RBS Markets & International Banking August 2010 - April 2013
Commodity Futures Trading Commission January 2010 - May 2010
Supreme Court of New York, Commercial Division June 2009 - August 2009
NuVasive June 2008 - August 2008
Franklin Templeton Investments June 2006 - August 2006
Skills
Dodd-Frank, Financial Regulation, Derivatives, Swaps, Financial Services, Investment Banking, Interest Rate..., Volcker Rule, Capital Markets, Securities, Finance, Management, Private Equity
Education
New York Law School 2007 — 2010
JD, cum laude, Corporate and Financial Services Law
Florida State University - College of Business 2003 — 2007
BS, Finance, and Risk Management Insurance
PwC May 2013 - Present
RBS Markets & International Banking August 2010 - April 2013
Commodity Futures Trading Commission January 2010 - May 2010
Supreme Court of New York, Commercial Division June 2009 - August 2009
NuVasive June 2008 - August 2008
Franklin Templeton Investments June 2006 - August 2006
Skills
Dodd-Frank, Financial Regulation, Derivatives, Swaps, Financial Services, Investment Banking, Interest Rate..., Volcker Rule, Capital Markets, Securities, Finance, Management, Private Equity
Education
New York Law School 2007 — 2010
JD, cum laude, Corporate and Financial Services Law
Florida State University - College of Business 2003 — 2007
BS, Finance, and Risk Management Insurance
Balazs Khoor's Franklin Templeton Investments Experience September 2014 - Present
Job Investment Risk at Franklin Templeton K2 Advisors
Industry Financial Services
Experience
Franklin Templeton Investments September 2014 - Present
Betterment June 2013 - September 2013
Citi November 2011 - October 2012
Skills
Analysis, Financial Modeling, Microsoft Excel, R, Econometrics, Time Series Analysis, Economics, Finance, Risk Management, Data Analysis, Portfolio Management, Forecasting, Financial Analysis, Data Mining
Education
Rutgers University-New Brunswick
Master of Science (M.S.), Financial Statistics and Risk Management
Florida State University
Master of Science (M.S.), Applied Economics
Florida State University
Bachelor of Arts (B.A.), Economics
Franklin Templeton Investments September 2014 - Present
Betterment June 2013 - September 2013
Citi November 2011 - October 2012
Skills
Analysis, Financial Modeling, Microsoft Excel, R, Econometrics, Time Series Analysis, Economics, Finance, Risk Management, Data Analysis, Portfolio Management, Forecasting, Financial Analysis, Data Mining
Education
Rutgers University-New Brunswick
Master of Science (M.S.), Financial Statistics and Risk Management
Florida State University
Master of Science (M.S.), Applied Economics
Florida State University
Bachelor of Arts (B.A.), Economics
Andrew Berger's Franklin Templeton Investments Experience June 2008 - September 2009
Job AdvisorChoice® Consultant Private Client Group at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial Inc. April 2014 - Present
Raymond James Financial Inc. September 2012 - April 2014
Raymond James Financial Inc. January 2011 - September 2012
Raymond James Financial Inc. May 2010 - December 2010
GCUS Institute, Inc September 2009 - May 2010
Franklin Templeton Investments June 2008 - September 2009
Skills
Mutual Funds, Cost Basis Reporting, Portfolio Management, Business Process..., Fixed Income, Bloomberg, Associate Engagement, Technical Writing, Technical Documentation, Technical Product..., Cost Basis, Software Documentation, Analysis, Account Reconciliation, Educational Technology, Adult Education, Associate Development, Visio, Financial Education, Training Delivery, Technical Training, Hands-on Training, Professional Mentoring, Accounting Research, SharePoint, SharePoint Designer, Live Meeting, Equities, Captivate, Lync, Learning Management, Learning Management..., PowerPoint development, Prezi, Series 7, Financial Services, Process Improvement, Management, Investments
Education
Florida State University - College of Business
Bachelor of Science (BS), Finance and Financial Management Services
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial Inc. April 2014 - Present
Raymond James Financial Inc. September 2012 - April 2014
Raymond James Financial Inc. January 2011 - September 2012
Raymond James Financial Inc. May 2010 - December 2010
GCUS Institute, Inc September 2009 - May 2010
Franklin Templeton Investments June 2008 - September 2009
Skills
Mutual Funds, Cost Basis Reporting, Portfolio Management, Business Process..., Fixed Income, Bloomberg, Associate Engagement, Technical Writing, Technical Documentation, Technical Product..., Cost Basis, Software Documentation, Analysis, Account Reconciliation, Educational Technology, Adult Education, Associate Development, Visio, Financial Education, Training Delivery, Technical Training, Hands-on Training, Professional Mentoring, Accounting Research, SharePoint, SharePoint Designer, Live Meeting, Equities, Captivate, Lync, Learning Management, Learning Management..., PowerPoint development, Prezi, Series 7, Financial Services, Process Improvement, Management, Investments
Education
Florida State University - College of Business
Bachelor of Science (BS), Finance and Financial Management Services
Andy Cunningham, CRPC®, AIF®'s Franklin Templeton Investments Experience December 2010 - June 2013
Job Regional Vice President, Investment Only Division at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US June 2013 - Present
Franklin Templeton Investments December 2010 - June 2013
Franklin Templeton Investments February 2008 - December 2010
Franklin Templeton Investments February 2007 - February 2008
Skills
Mutual Funds, Series 7, Series 6, Separately Managed..., Series 63, Retirement Planning, Asset Allocation, Investments, 401k, Securities
Education
Florida State University 2002 — 2005
BA
Northside Christian High School 1996 — 1999
Columbia Threadneedle Investments, US June 2013 - Present
Franklin Templeton Investments December 2010 - June 2013
Franklin Templeton Investments February 2008 - December 2010
Franklin Templeton Investments February 2007 - February 2008
Skills
Mutual Funds, Series 7, Series 6, Separately Managed..., Series 63, Retirement Planning, Asset Allocation, Investments, 401k, Securities
Education
Florida State University 2002 — 2005
BA
Northside Christian High School 1996 — 1999
Peter D. Jones's Franklin Templeton Investments Experience 1989 - Present
Job Chairman, Franklin Templeton Institutional, LLC President, Franklin Templeton Distributors, Inc.
Industry Financial Services
Experience
Franklin Templeton Investments 1989 - Present
Education
Florida State University 1975 — 1977
B.S., Accounting
Franklin Templeton Investments 1989 - Present
Education
Florida State University 1975 — 1977
B.S., Accounting
Jeff Asher, CFA's Franklin Templeton Investments Experience June 1995 - August 1996
Job Director of Investments at Heritage Trust Company
Industry Investment Management
Experience
Heritage Trust Company July 2014 - Present
Heritage Trust Company October 2012 - June 2014
Asher Consulting November 2010 - September 2012
Lindner Capital Advisors, Inc. March 2010 - October 2010
Asher Consulting November 2005 - February 2010
Rowland & Company February 2004 - July 2005
Bank of America July 1998 - July 2003
Paradigm Capital Management November 1996 - May 1998
Franklin Templeton Investments June 1995 - August 1996
Northern Trust Asset Management March 1993 - May 1995
Skills
Investments, Investment Strategies, Investment Management, Portfolio Management, Asset Allocation, Financial Analysis, Investment Advisory, Equities, Model Portfolios, Fixed Income, Equity Research, Mutual Funds, Trading, Alternative Investments, Finance, Hedge Funds, Wealth Management, Fund Of Funds, Asset Management, Asset Managment, Research, Financial Markets, Equity Trading, Corporate Finance, Financial Modeling, Securities, Strategic Financial..., Financial Services, Capital Markets, Tactical Asset..., Managed Futures, Portfolio Optimization, Institutional, Indexing, Strategic Thinking, Financial Advisory, High Net Worth..., Investment Banking, Derivatives, ETFs, Institutional..., Financial Risk, Wealth Management..., Global Macro, Options, Hedging, Strategic Asset..., Mutual Fund Research, Manager Research, Investment Operations
Education
Florida State University - College of Business
B.S., Finance
Heritage Trust Company July 2014 - Present
Heritage Trust Company October 2012 - June 2014
Asher Consulting November 2010 - September 2012
Lindner Capital Advisors, Inc. March 2010 - October 2010
Asher Consulting November 2005 - February 2010
Rowland & Company February 2004 - July 2005
Bank of America July 1998 - July 2003
Paradigm Capital Management November 1996 - May 1998
Franklin Templeton Investments June 1995 - August 1996
Northern Trust Asset Management March 1993 - May 1995
Skills
Investments, Investment Strategies, Investment Management, Portfolio Management, Asset Allocation, Financial Analysis, Investment Advisory, Equities, Model Portfolios, Fixed Income, Equity Research, Mutual Funds, Trading, Alternative Investments, Finance, Hedge Funds, Wealth Management, Fund Of Funds, Asset Management, Asset Managment, Research, Financial Markets, Equity Trading, Corporate Finance, Financial Modeling, Securities, Strategic Financial..., Financial Services, Capital Markets, Tactical Asset..., Managed Futures, Portfolio Optimization, Institutional, Indexing, Strategic Thinking, Financial Advisory, High Net Worth..., Investment Banking, Derivatives, ETFs, Institutional..., Financial Risk, Wealth Management..., Global Macro, Options, Hedging, Strategic Asset..., Mutual Fund Research, Manager Research, Investment Operations
Education
Florida State University - College of Business
B.S., Finance
Leisa Sanchez Western's Franklin Templeton Investments Experience June 1995 - September 2002
Job CoFounder at Absolute Performance Verification in Seattle, WA and Charleston, SC
Industry Financial Services
Experience
Absolute Performance Verification LLC February 2006 - Present
Raymond James October 2002 - June 2003
Franklin Templeton Investments June 1995 - September 2002
Education
Florida International University 1993 — 1996
MS, Integrated Marketing
Florida International University 1988 — 1992
BS, Journalism
Westwood Christian School - Miami, Florida
High School
Absolute Performance Verification LLC February 2006 - Present
Raymond James October 2002 - June 2003
Franklin Templeton Investments June 1995 - September 2002
Education
Florida International University 1993 — 1996
MS, Integrated Marketing
Florida International University 1988 — 1992
BS, Journalism
Westwood Christian School - Miami, Florida
High School
Hernando Sarmiento's Franklin Templeton Investments Experience August 2005 - January 2007
Job Senior Sales Operations Analyst at Polyglass USA (Mapei Group)
Industry Building Materials
Experience
Treasury Wine Estates May 2010 - October 2011
Alpha Staff Inc January 2007 - May 2010
Franklin Templeton Investments August 2005 - January 2007
Citibank February 2005 - August 2005
UnitedHealthcare September 2000 - August 2002
Skills
Forecasting, Financial Analysis, Budgets, Financial Reporting, Pricing, Financial Modeling, Income Statement, Strategic Planning, Essbase, Strategic Financial..., Process Improvement, Accounting, Management, Analysis, Employee Benefits, Finance
Education
Florida Atlantic University
Bachelor of Science, Business Administration; Finance
ITT Technical Institute
Associate of Science, Electronic Engineering Technology
Treasury Wine Estates May 2010 - October 2011
Alpha Staff Inc January 2007 - May 2010
Franklin Templeton Investments August 2005 - January 2007
Citibank February 2005 - August 2005
UnitedHealthcare September 2000 - August 2002
Skills
Forecasting, Financial Analysis, Budgets, Financial Reporting, Pricing, Financial Modeling, Income Statement, Strategic Planning, Essbase, Strategic Financial..., Process Improvement, Accounting, Management, Analysis, Employee Benefits, Finance
Education
Florida Atlantic University
Bachelor of Science, Business Administration; Finance
ITT Technical Institute
Associate of Science, Electronic Engineering Technology
Roberto Queiroz's Franklin Templeton Investments Experience April 2006 - November 2008
Job Accountant(MACFAU)
Industry Higher Education
Experience
None January 2012 - Present
Florida Atlantic University January 2009 - May 2011
Franklin Templeton Investments April 2006 - November 2008
J.P. Morgan Funds May 2004 - March 2005
State Street Bank January 1999 - January 2003
Boston Financial Data Service January 1998 - January 1999
Nordesclor S/A January 1989 - January 1991
Coperflex/Petrobrás January 1988 - January 1989
Sul America Philips January 1984 - January 1988
Votorantim January 1983 - January 1984
Skills
General Ledger, Accounting, Financial Reporting
Education
Universidade Católica de Pernambuco. Recife
Post-Graduate Certificate; High, Engineering Economics
Florida Atlantic University
Junior High School. Colégio Nóbrega.Recife
Lynnfield High School. Lynnfield
MA. Diploma
Northeastern University - Boston
Bachelor; MA. Diploma, Business Administration
Utah State University.Logan-Utah
Bachelor, Agricultural Economics
None January 2012 - Present
Florida Atlantic University January 2009 - May 2011
Franklin Templeton Investments April 2006 - November 2008
J.P. Morgan Funds May 2004 - March 2005
State Street Bank January 1999 - January 2003
Boston Financial Data Service January 1998 - January 1999
Nordesclor S/A January 1989 - January 1991
Coperflex/Petrobrás January 1988 - January 1989
Sul America Philips January 1984 - January 1988
Votorantim January 1983 - January 1984
Skills
General Ledger, Accounting, Financial Reporting
Education
Universidade Católica de Pernambuco. Recife
Post-Graduate Certificate; High, Engineering Economics
Florida Atlantic University
Junior High School. Colégio Nóbrega.Recife
Lynnfield High School. Lynnfield
MA. Diploma
Northeastern University - Boston
Bachelor; MA. Diploma, Business Administration
Utah State University.Logan-Utah
Bachelor, Agricultural Economics
Jayde Tillis Jayde Tillis's Franklin Templeton Investments Experience June 2002 - April 2006
Job
Industry Financial Services
Experience
General Motors Asset Management August 2011 - Present
Goldman Sachs December 2007 - June 2010
Legg Mason Capital Management April 2006 - December 2007
Franklin Templeton Investments June 2002 - April 2006
Skills
Accounting, Financial Analysis, Financial Reporting, Mutual Funds, Hedge Funds, Investments, Microsoft Office, Microsoft Excel, Account Reconciliation, Asset Management, Customer Service, Streamlining Work..., Equities, Finance, Management, Leadership, Entrepreneurship, Social Media Marketing, Project Management, New Business Development, Team Building, Health & Wellness, Vitamins, Food Supplements
Education
Florida Atlantic University
B.S., Majors: Finance & Marketing
General Motors Asset Management August 2011 - Present
Goldman Sachs December 2007 - June 2010
Legg Mason Capital Management April 2006 - December 2007
Franklin Templeton Investments June 2002 - April 2006
Skills
Accounting, Financial Analysis, Financial Reporting, Mutual Funds, Hedge Funds, Investments, Microsoft Office, Microsoft Excel, Account Reconciliation, Asset Management, Customer Service, Streamlining Work..., Equities, Finance, Management, Leadership, Entrepreneurship, Social Media Marketing, Project Management, New Business Development, Team Building, Health & Wellness, Vitamins, Food Supplements
Education
Florida Atlantic University
B.S., Majors: Finance & Marketing
Harrison Homar's Franklin Templeton Investments Experience August 2004 - June 2006
Job Senior FP&A Analyst at Whole Foods Market
Industry Leisure, Travel & Tourism
Experience
Whole Foods Market June 2013 - Present
Carnival Cruise Lines October 2011 - June 2013
Marcus & Millichap August 2008 - October 2011
Meridian Capital Group July 2006 - April 2008
Franklin Templeton Investments August 2004 - June 2006
Skills
Financial Modeling, Due Diligence, Portfolio Management, Loans, Banking, Analysis, Credit, Equities, Fixed Income, Budgets, Cash Flow, Negotiation, Commercial Real Estate, Trading, Structured Finance, Accounting, Variance Analysis, Investments
Education
Florida State University 1999 — 2004
Bachelor, Finance / Economics
Whole Foods Market June 2013 - Present
Carnival Cruise Lines October 2011 - June 2013
Marcus & Millichap August 2008 - October 2011
Meridian Capital Group July 2006 - April 2008
Franklin Templeton Investments August 2004 - June 2006
Skills
Financial Modeling, Due Diligence, Portfolio Management, Loans, Banking, Analysis, Credit, Equities, Fixed Income, Budgets, Cash Flow, Negotiation, Commercial Real Estate, Trading, Structured Finance, Accounting, Variance Analysis, Investments
Education
Florida State University 1999 — 2004
Bachelor, Finance / Economics
Stephanie Tourgeman, CPA, MST Stephanie Tourgeman, CPA, MST's Franklin Templeton Investments Experience June 1997 - June 2001
Job Senior Manager Tax & Accounting Dept. at MBAF
Industry Accounting
Experience
Largest Florida-based (top 50 nationwide) accounting firm - MBAF October 2002 - Present
Deloitte June 2001 - June 2002
Franklin Templeton Investments June 1997 - June 2001
Skills
International Tax, High Net Worth..., Tax, Accounting, Entertainment, IRS, Corporate Tax, Tax Compliance, Income Tax, Tax Audits, Partnership Taxation, Tax Accounting, Tax Returns, Federal Tax, Sports, S Corporations, Preparation, Account Reconciliation, Tax Preparation
Education
University of Miami - School of Business 1998 — 1999
MST, Taxation
Florida Atlantic University 1995 — 1997
BS, Accounting
Largest Florida-based (top 50 nationwide) accounting firm - MBAF October 2002 - Present
Deloitte June 2001 - June 2002
Franklin Templeton Investments June 1997 - June 2001
Skills
International Tax, High Net Worth..., Tax, Accounting, Entertainment, IRS, Corporate Tax, Tax Compliance, Income Tax, Tax Audits, Partnership Taxation, Tax Accounting, Tax Returns, Federal Tax, Sports, S Corporations, Preparation, Account Reconciliation, Tax Preparation
Education
University of Miami - School of Business 1998 — 1999
MST, Taxation
Florida Atlantic University 1995 — 1997
BS, Accounting
Michelle Ruff, MBA LCAM's Franklin Templeton Investments Experience March 2006 - January 2007
Job Financial & Administrative Professional | Customer Service Expert | MBA | open to new opportunities
Industry Management Consulting
Experience
FirstService Residential July 2010 - Present
Beachfront Realty, Inc. July 2012 - Present
Keller Williams Real Estate May 2009 - August 2010
TEAM Enterprises January 2007 - March 2009
Franklin Templeton Investments March 2006 - January 2007
Skills
Employee Relations, Finance, Social Media Marketing, Sales, Marketing, Financial Analysis, Management, Event Planning, Negotiation, Strategic Planning, Budgets, Social Networking, Leadership, Customer Service, Training, Process Improvement, Team Building, Real Estate, Business Development, Recruiting, Microsoft Excel, Selling, Outlook, Property Management, Analysis
Education
Nova Southeastern University 2007 — 2009
MBA, Business Administration
Florida State University 2001 — 2005
Bachelor of Science, Finance, Real Estate, Human Resource Management
FirstService Residential July 2010 - Present
Beachfront Realty, Inc. July 2012 - Present
Keller Williams Real Estate May 2009 - August 2010
TEAM Enterprises January 2007 - March 2009
Franklin Templeton Investments March 2006 - January 2007
Skills
Employee Relations, Finance, Social Media Marketing, Sales, Marketing, Financial Analysis, Management, Event Planning, Negotiation, Strategic Planning, Budgets, Social Networking, Leadership, Customer Service, Training, Process Improvement, Team Building, Real Estate, Business Development, Recruiting, Microsoft Excel, Selling, Outlook, Property Management, Analysis
Education
Nova Southeastern University 2007 — 2009
MBA, Business Administration
Florida State University 2001 — 2005
Bachelor of Science, Finance, Real Estate, Human Resource Management
Judy Hallstrom's Franklin Templeton Investments Experience February 1994 - 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
Krissie Ray Krissie Ray's Franklin Templeton Investments Experience August 2014 - September 2014
Job Financial Analysis / Budget Management / Financial Reporting / General Accounting Procedures / Project Coordination
Industry Accounting
Experience
Corporate Traffic Logistics January 2015 - Present
Franklin Templeton Investments August 2014 - September 2014
Accounting Contractor & Consultant May 2011 - August 2014
Transamerica October 1998 - May 2011
Skills
Accounting, Financial Analysis, Financial Reporting, Strategic Financial..., Financial Accounting, Forecasting, Operating Budgets, Capital Budgeting, Business Analysis, QuickBooks, Project Coordination, Budget Reconciliation, Executive Presentations, Access, Account Reconciliation, Accounts Payable, Analysis, Budgets, Financial Planning, Software Documentation, Financial Statements, Leadership, Internal Audit, Finance, PeopleSoft, Management, Insurance, Risk Management, Process Improvement
Education
Florida Atlantic University - College of Business 2015 — 2017
Master’s Degree
University of Phoenix - Online 2001 — 2003
Bachelor of Science
Valencia Community College 1989 — 1990
Associate's Degree
Corporate Traffic Logistics January 2015 - Present
Franklin Templeton Investments August 2014 - September 2014
Accounting Contractor & Consultant May 2011 - August 2014
Transamerica October 1998 - May 2011
Skills
Accounting, Financial Analysis, Financial Reporting, Strategic Financial..., Financial Accounting, Forecasting, Operating Budgets, Capital Budgeting, Business Analysis, QuickBooks, Project Coordination, Budget Reconciliation, Executive Presentations, Access, Account Reconciliation, Accounts Payable, Analysis, Budgets, Financial Planning, Software Documentation, Financial Statements, Leadership, Internal Audit, Finance, PeopleSoft, Management, Insurance, Risk Management, Process Improvement
Education
Florida Atlantic University - College of Business 2015 — 2017
Master’s Degree
University of Phoenix - Online 2001 — 2003
Bachelor of Science
Valencia Community College 1989 — 1990
Associate's Degree
Jessica Staffeld's Franklin Templeton Investments Experience July 2013 - Present
Job Training Coordinator at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 2013 - Present
Franklin Templeton Investments December 2004 - July 2013
Skills
Transfer Agency, Call Center, Data Entry, Team Leadership, Drafting Correspondence, Training, Employee Training, 401k, Call Centers, Microsoft Excel, Process Improvement, Mutual Funds, Customer Service, Investments, Microsoft Office, Team Building, Management
Education
St. Petersburg College 2008 — 2008
Educator Preparation Institute (EPI), Elementary Education
Florida Southern College 2000 — 2004
Bachelor's degree, Communications: Advertising
Franklin Templeton Investments July 2013 - Present
Franklin Templeton Investments December 2004 - July 2013
Skills
Transfer Agency, Call Center, Data Entry, Team Leadership, Drafting Correspondence, Training, Employee Training, 401k, Call Centers, Microsoft Excel, Process Improvement, Mutual Funds, Customer Service, Investments, Microsoft Office, Team Building, Management
Education
St. Petersburg College 2008 — 2008
Educator Preparation Institute (EPI), Elementary Education
Florida Southern College 2000 — 2004
Bachelor's degree, Communications: Advertising
Sasha Hodder, MBA's Franklin Templeton Investments Experience January 2008 - June 2009
Job 2017 JD Candidate at Florida Coastal School of Law
Industry Law Practice
Experience
Florida Coastal School of Law August 2014 - Present
Florida Coastal School of Law 2015 - 2015
Florida Coastal School of Law 2015 - 2015
NEI Investments 2011 - August 2014
Xerox November 2010 - May 2011
Net Impact November 2009 - August 2010
Wilfrid Laurier University August 2009 - August 2010
Wifrid Laurier 2010 - 2010
Franklin Templeton Investments January 2008 - June 2009
TD Bank January 2007 - January 2008
Skills
Investments, Mutual Funds, Management, Financial Analysis, Strategic Financial..., Wealth Management, Investment Strategies, Investment Management, Relationship Management, Leadership, Portfolio Management, Equities, Investment Advisory, Securities, Finance, Business Development, Financial Modeling, Financial Services, Strategy, Sales, Retirement Planning, Financial Advisory, Asset Allocation, Fixed Income, Financial Planning
Education
Wilfrid Laurier University 2009 — 2010
MBA, Environmental Management
The University of Western Ontario 2001 — 2005
Bachelors of Administrative and Commercial Studies, Finance
Queen Elizabeth High School 1997 — 2000
High School
Florida Coastal School of Law
Florida Coastal School of Law
Florida Coastal School of Law August 2014 - Present
Florida Coastal School of Law 2015 - 2015
Florida Coastal School of Law 2015 - 2015
NEI Investments 2011 - August 2014
Xerox November 2010 - May 2011
Net Impact November 2009 - August 2010
Wilfrid Laurier University August 2009 - August 2010
Wifrid Laurier 2010 - 2010
Franklin Templeton Investments January 2008 - June 2009
TD Bank January 2007 - January 2008
Skills
Investments, Mutual Funds, Management, Financial Analysis, Strategic Financial..., Wealth Management, Investment Strategies, Investment Management, Relationship Management, Leadership, Portfolio Management, Equities, Investment Advisory, Securities, Finance, Business Development, Financial Modeling, Financial Services, Strategy, Sales, Retirement Planning, Financial Advisory, Asset Allocation, Fixed Income, Financial Planning
Education
Wilfrid Laurier University 2009 — 2010
MBA, Environmental Management
The University of Western Ontario 2001 — 2005
Bachelors of Administrative and Commercial Studies, Finance
Queen Elizabeth High School 1997 — 2000
High School
Florida Coastal School of Law
Florida Coastal School of Law
Brad Brewer's Franklin Templeton Investments Experience Administrative AssociateVertical Integration, Inc.January 2014 - May 2014
Job TA Associate at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments Administrative AssociateVertical Integration, Inc.January 2014 - May 2014
Palma Ceia Golf and Country Club December 2012 - August 2013
Viles & Beckman, LLC May 2009 - May 2010
Skills
Social Media, Marketing, Customer Service, Event Planning, Strategic Planning, Outlook, Microsoft Word, Microsoft Excel, Microsoft Office, Social Media Marketing, Event Management
Education
Florida State University
Bachelor's degree, Social Sciences
Franklin Templeton Investments Administrative AssociateVertical Integration, Inc.January 2014 - May 2014
Palma Ceia Golf and Country Club December 2012 - August 2013
Viles & Beckman, LLC May 2009 - May 2010
Skills
Social Media, Marketing, Customer Service, Event Planning, Strategic Planning, Outlook, Microsoft Word, Microsoft Excel, Microsoft Office, Social Media Marketing, Event Management
Education
Florida State University
Bachelor's degree, Social Sciences
Nicholas Rosenblatt Nicholas Rosenblatt's Franklin Templeton Investments Experience May 2015 - Present
Job Senior Business Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments May 2015 - Present
Franklin Templeton Investments January 2013 - May 2015
Skills
Leadership, Economics, Bloomberg Terminal, Equity Research Analysis, Management, Marketing
Education
Florida International University
Bachelor's degree, Economics
Franklin Templeton Investments May 2015 - Present
Franklin Templeton Investments January 2013 - May 2015
Skills
Leadership, Economics, Bloomberg Terminal, Equity Research Analysis, Management, Marketing
Education
Florida International University
Bachelor's degree, Economics
Christopher Hess, CFA's Franklin Templeton Investments Experience February 2013 - Present
Job Senior Business Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments February 2013 - Present
Franklin Templeton Investments May 2008 - February 2013
Franklin Templeton Investments March 2004 - May 2008
Franklin Templeton Investments July 2002 - March 2004
Franklin Templeton Investments September 2000 - July 2002
Skills
Mutual Funds, Investments, Financial Analysis, Risk Management, Financial Modeling, Data Analysis, Asset Allocation, Retirement Planning, Relationship Management, Finance, Insurance, Management, Training, Financial Services, Due Diligence, Business Development
Education
Florida Southern College 1994 — 1998
Bachelor of Science (B.S.), Criminology (minors Psychology and Sociology)
Franklin Templeton Investments February 2013 - Present
Franklin Templeton Investments May 2008 - February 2013
Franklin Templeton Investments March 2004 - May 2008
Franklin Templeton Investments July 2002 - March 2004
Franklin Templeton Investments September 2000 - July 2002
Skills
Mutual Funds, Investments, Financial Analysis, Risk Management, Financial Modeling, Data Analysis, Asset Allocation, Retirement Planning, Relationship Management, Finance, Insurance, Management, Training, Financial Services, Due Diligence, Business Development
Education
Florida Southern College 1994 — 1998
Bachelor of Science (B.S.), Criminology (minors Psychology and Sociology)
Greg Klein Greg Klein's Franklin Templeton Investments Experience July 2006 - December 2006
Job Web Analytics Manager at Harry & David
Industry Internet
Experience
Harry & David April 2014 - Present
Native Remedies, LLC March 2011 - April 2014
Search Nucleus January 2009 - March 2011
CBS Interactive January 2007 - December 2008
Franklin Templeton Investments July 2006 - December 2006
Skills
Google Adwords, Sales, Web Analytics, Online Advertising, Digital Marketing, Omniture, Interactive Marketing, Analytics, E-commerce, Affiliate Marketing, A/B testing, Social Media Marketing, Digital Strategy, Search Advertising, SEO, Email Marketing, Google Analytics, Online Marketing, PPC, SEM, Website Development, Conversion Optimization, Landing Page..., Keyword Research, Social Networking, Online Lead Generation, Organic Search, Web Marketing
Education
Florida State University 2003 — 2005
Bachelor of Science (B.S.), Economics
Harry & David April 2014 - Present
Native Remedies, LLC March 2011 - April 2014
Search Nucleus January 2009 - March 2011
CBS Interactive January 2007 - December 2008
Franklin Templeton Investments July 2006 - December 2006
Skills
Google Adwords, Sales, Web Analytics, Online Advertising, Digital Marketing, Omniture, Interactive Marketing, Analytics, E-commerce, Affiliate Marketing, A/B testing, Social Media Marketing, Digital Strategy, Search Advertising, SEO, Email Marketing, Google Analytics, Online Marketing, PPC, SEM, Website Development, Conversion Optimization, Landing Page..., Keyword Research, Social Networking, Online Lead Generation, Organic Search, Web Marketing
Education
Florida State University 2003 — 2005
Bachelor of Science (B.S.), Economics
Tianna Ward Tianna Ward's Franklin Templeton Investments Experience October 2005 - June 2006
Job Financial & Sales Analytics Professional
Industry Financial Services
Experience
World Fuel Services September 2015 - Present
Ryder System, Inc. February 2014 - Present
Redbox November 2012 - February 2014
Redbox July 2011 - November 2012
University of Chicago Booth School of Business August 2009 - July 2011
Eli Lilly and Company June 2010 - August 2010
Wachovia, A Wells Fargo Company June 2008 - July 2009
Wachovia Wells Fargo June 2006 - August 2008
Franklin Templeton Investments October 2005 - June 2006
Franklin Templeton Investments September 2005 - June 2006
Skills
SAS, SQL, Portfolio Management, Strategy, Cross-functional Team..., Risk Management, Financial Risk, Corporate Finance, Valuation, Analysis, Forecasting, Tableau, Finance, Sales Analysis, Analytics, Retail Sales Analysis, APT, Financial Modeling, Financial Analysis, Leadership, Management
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Finance, Strategic Management
University of Chicago 2009 — 2011
MBA, Finance
Florida Atlantic University 2001 — 2005
Bachelor, Business Administration; Finance
World Fuel Services September 2015 - Present
Ryder System, Inc. February 2014 - Present
Redbox November 2012 - February 2014
Redbox July 2011 - November 2012
University of Chicago Booth School of Business August 2009 - July 2011
Eli Lilly and Company June 2010 - August 2010
Wachovia, A Wells Fargo Company June 2008 - July 2009
Wachovia Wells Fargo June 2006 - August 2008
Franklin Templeton Investments October 2005 - June 2006
Franklin Templeton Investments September 2005 - June 2006
Skills
SAS, SQL, Portfolio Management, Strategy, Cross-functional Team..., Risk Management, Financial Risk, Corporate Finance, Valuation, Analysis, Forecasting, Tableau, Finance, Sales Analysis, Analytics, Retail Sales Analysis, APT, Financial Modeling, Financial Analysis, Leadership, Management
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Finance, Strategic Management
University of Chicago 2009 — 2011
MBA, Finance
Florida Atlantic University 2001 — 2005
Bachelor, Business Administration; Finance
Haris Gatta Haris Gatta's Franklin Templeton Investments Experience June 2014 - Present
Job Senior Analyst Middle Office
Industry Financial Services
Experience
Franklin Templeton Investments June 2014 - Present
Advantage Rent A Car July 2013 - June 2014
Alternative Investment Solutions September 2010 - July 2013
Florida Atlantic University January 2007 - December 2008
Skills
Financial Modeling, Investment Banking, Hedge Funds, Investments, Valuation, Fixed Income, Corporate Finance, Equities, Financial Analysis, Business Valuation, Bloomberg Terminal, DCF Valuation, Hedge Accounting, Security Operations, Visual Basic, Macro, Middle Office, Structured Finance, Bloomberg, Derivatives, CDO, Account Reconciliation, Settlement, Prime Brokerage, DCF, Alternative Investments, CDS, Corporate Actions
Education
Florida Atlantic University
Master, Accounting
Florida Atlantic University
Bachelor of Business Administration, Economics and Finance
Islamia English School
Franklin Templeton Investments June 2014 - Present
Advantage Rent A Car July 2013 - June 2014
Alternative Investment Solutions September 2010 - July 2013
Florida Atlantic University January 2007 - December 2008
Skills
Financial Modeling, Investment Banking, Hedge Funds, Investments, Valuation, Fixed Income, Corporate Finance, Equities, Financial Analysis, Business Valuation, Bloomberg Terminal, DCF Valuation, Hedge Accounting, Security Operations, Visual Basic, Macro, Middle Office, Structured Finance, Bloomberg, Derivatives, CDO, Account Reconciliation, Settlement, Prime Brokerage, DCF, Alternative Investments, CDS, Corporate Actions
Education
Florida Atlantic University
Master, Accounting
Florida Atlantic University
Bachelor of Business Administration, Economics and Finance
Islamia English School
Matthew Weissman's Franklin Templeton Investments Experience July 2001 - September 2005
Job Director of Finance at Coral Ridge Presbyterian Church and Westminster Academy
Industry Accounting
Experience
Coral Ridge Presbyterian Church and Westminster Academy January 2010 - Present
Matthew I. Weissman, CPA, PA January 2003 - Present
Laudadio and Associates, CPAs September 2006 - January 2010
Franklin Templeton Investments July 2001 - September 2005
Skills
Nonprofits, Fundraising, Management, Team Building, Leadership, Budgets, Public Speaking, Accounting, Finance, Financial Reporting, Microsoft Excel, Microsoft Office, Marketing, Strategic Planning, Training, Event Management, Public Relations, Customer Service, Event Planning, Social Media, Teaching
Education
Florida International University
Masters of Science Taxation/ Bachelors of Accounting
Coral Ridge Presbyterian Church and Westminster Academy January 2010 - Present
Matthew I. Weissman, CPA, PA January 2003 - Present
Laudadio and Associates, CPAs September 2006 - January 2010
Franklin Templeton Investments July 2001 - September 2005
Skills
Nonprofits, Fundraising, Management, Team Building, Leadership, Budgets, Public Speaking, Accounting, Finance, Financial Reporting, Microsoft Excel, Microsoft Office, Marketing, Strategic Planning, Training, Event Management, Public Relations, Customer Service, Event Planning, Social Media, Teaching
Education
Florida International University
Masters of Science Taxation/ Bachelors of Accounting
Jeff Kessock's Franklin Templeton Investments Experience September 2004 - April 2006
Job Internal Wholesaler
Industry Financial Services
Experience
Symetra September 2015 - Present
Symetra December 2014 - September 2015
OffRoad Upgrades March 2013 - September 2014
VeriFone April 2013 - January 2014
New York Life Insurance Company May 2009 - February 2013
T. Rowe Price April 2006 - April 2009
Franklin Templeton Investments September 2004 - April 2006
Intersecurities Inc. February 2004 - September 2004
Skills
Recruiting, Employee Training, Retirement Planning, Investments, Asset Management, Training, Insurance, Instructional Design, Small Business, Portfolio Management, Financial Services, Mutual Funds, Finance, Estate Planning, Life Insurance, Financial Planners, IRAs, Sales, Leadership, Management, Employee Benefits, Fixed Annuities, Interviews, Team Building, Retirement, Coaching, Time Management, Succession Planning, 401k, Wealth Management, New Business Development, Strategic Financial..., Financial Planning
Education
HR Certification Institute 2013 — 2013
Professional of Human Resources (PHR), Human Resources
Florida State University 1999 — 2003
Bachelor of Science, Social Science (Business Economics, Political Science)
Symetra September 2015 - Present
Symetra December 2014 - September 2015
OffRoad Upgrades March 2013 - September 2014
VeriFone April 2013 - January 2014
New York Life Insurance Company May 2009 - February 2013
T. Rowe Price April 2006 - April 2009
Franklin Templeton Investments September 2004 - April 2006
Intersecurities Inc. February 2004 - September 2004
Skills
Recruiting, Employee Training, Retirement Planning, Investments, Asset Management, Training, Insurance, Instructional Design, Small Business, Portfolio Management, Financial Services, Mutual Funds, Finance, Estate Planning, Life Insurance, Financial Planners, IRAs, Sales, Leadership, Management, Employee Benefits, Fixed Annuities, Interviews, Team Building, Retirement, Coaching, Time Management, Succession Planning, 401k, Wealth Management, New Business Development, Strategic Financial..., Financial Planning
Education
HR Certification Institute 2013 — 2013
Professional of Human Resources (PHR), Human Resources
Florida State University 1999 — 2003
Bachelor of Science, Social Science (Business Economics, Political Science)
Jina Laplante Jina Laplante's Franklin Templeton Investments Experience December 1999 - Present
Job Supervisor of Operations/ Lead Client Service Portfolio Administration at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 1999 - Present
Skills
Wealth Management -..., Operations Process..., Trading and Settlement, Risk assessment, Procedure Development, Procedure Manuals, Project Management, Global Sourcing, Training, Subject Matter Expert..., Microsoft Excel, Microsoft Office, Advent Axys, Bloomberg, Security APL, Equities, Process Improvement, Investments, Portfolio Management
Education
Florida Atlantic University 2013 — 2013
Bachelors Degree, Accounting
Florida Atlantic University 2011 — 2013
Bachelor's degree, Accounting
Franklin Templeton Investments December 1999 - Present
Skills
Wealth Management -..., Operations Process..., Trading and Settlement, Risk assessment, Procedure Development, Procedure Manuals, Project Management, Global Sourcing, Training, Subject Matter Expert..., Microsoft Excel, Microsoft Office, Advent Axys, Bloomberg, Security APL, Equities, Process Improvement, Investments, Portfolio Management
Education
Florida Atlantic University 2013 — 2013
Bachelors Degree, Accounting
Florida Atlantic University 2011 — 2013
Bachelor's degree, Accounting
Emily Sutch's Franklin Templeton Investments Experience November 2013 - Present
Job Sales Territory Coordinator at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments November 2013 - Present
Sandpearl Resort May 2013 - November 2013
Hampton Inn & Suites by HILTON November 2012 - May 2013
Hampton Inn & Suites January 2012 - May 2013
Suncoast Surf Shop May 2006 - May 2012
Skills
Hospitality Management, Hospitality, Sales, Hospitality Industry, Customer Service, OnQ, Concierge Services, Hotels, Hotel Management, Catering, Micros, Front Office, Food & Beverage, Banquets, Contract Management, Finance, Investments, Mutual Funds
Education
Florida State University 2009 — 2013
Bachelor of Science (B.S.), Hospitality Administration/Management, Alumni
St. Petersburg College 2008 — 2009
Seminole High School 2005 — 2009
Graduate
Franklin Templeton Investments November 2013 - Present
Sandpearl Resort May 2013 - November 2013
Hampton Inn & Suites by HILTON November 2012 - May 2013
Hampton Inn & Suites January 2012 - May 2013
Suncoast Surf Shop May 2006 - May 2012
Skills
Hospitality Management, Hospitality, Sales, Hospitality Industry, Customer Service, OnQ, Concierge Services, Hotels, Hotel Management, Catering, Micros, Front Office, Food & Beverage, Banquets, Contract Management, Finance, Investments, Mutual Funds
Education
Florida State University 2009 — 2013
Bachelor of Science (B.S.), Hospitality Administration/Management, Alumni
St. Petersburg College 2008 — 2009
Seminole High School 2005 — 2009
Graduate
Aaron McClain's Franklin Templeton Investments Experience October 2014 - Present
Job Associate at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments October 2014 - Present
Wells Fargo April 2013 - October 2014
Space Systems Research Center (SSRC)/The Aerospace Corporation August 2011 - May 2012
Skills
Finance, Investment Management, Investment Advisory, Customer Service, Sales, CRM, Morningstar, Mutual Funds, Investments, Annuities, Investment Strategies, Portfolio Management, Economics
Education
University of Tampa - John H. Sykes College of Business 2015 — 2016
Master of Science (MS), Finance, 3.67/4.00
Florida International University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, 3.87/4.00
Franklin Templeton Investments October 2014 - Present
Wells Fargo April 2013 - October 2014
Space Systems Research Center (SSRC)/The Aerospace Corporation August 2011 - May 2012
Skills
Finance, Investment Management, Investment Advisory, Customer Service, Sales, CRM, Morningstar, Mutual Funds, Investments, Annuities, Investment Strategies, Portfolio Management, Economics
Education
University of Tampa - John H. Sykes College of Business 2015 — 2016
Master of Science (MS), Finance, 3.67/4.00
Florida International University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, 3.87/4.00
Christian Baena's Franklin Templeton Investments Experience 2012 - 2014
Job Relationship Associate at Polen Capital
Industry Investment Management
Experience
Polen Capital February 2014 - Present
Franklin Templeton Investments 2012 - 2014
Franklin Templeton Investments 2010 - 2012
Wachovia, A Wells Fargo Company October 2009 - May 2010
Banco General January 2009 - April 2009
Northwestern Mutual Financial Network April 2008 - December 2008
Florida State University, International Programs January 2008 - April 2008
Skills
Investments, Strategic Financial..., Microsoft Excel, Spanish, Credit, Finance, Banking, Portfolio Management, Sales, Strategic Planning, Leadership, Corporate Finance, Marketing, Financial Analysis, Management, Financial Planning, Microsoft Office, Analysis
Education
Florida State University 2005 — 2009
Bachelor's Degree, Finance
Florida State University 2005 — 2009
Bachelor’s Degree, Multinational Business Operations
Polen Capital February 2014 - Present
Franklin Templeton Investments 2012 - 2014
Franklin Templeton Investments 2010 - 2012
Wachovia, A Wells Fargo Company October 2009 - May 2010
Banco General January 2009 - April 2009
Northwestern Mutual Financial Network April 2008 - December 2008
Florida State University, International Programs January 2008 - April 2008
Skills
Investments, Strategic Financial..., Microsoft Excel, Spanish, Credit, Finance, Banking, Portfolio Management, Sales, Strategic Planning, Leadership, Corporate Finance, Marketing, Financial Analysis, Management, Financial Planning, Microsoft Office, Analysis
Education
Florida State University 2005 — 2009
Bachelor's Degree, Finance
Florida State University 2005 — 2009
Bachelor’s Degree, Multinational Business Operations
C.L. Johnson's Franklin Templeton Investments Experience July 2005 - January 2006
Job Consultant at C.L. Johnson Consulting, P.A.
Industry Human Resources
Experience
C L Johnson Consulting, P.A. June 2007 - Present
Jubilee Housing August 2007 - April 2008
PHH First Fleet December 2006 - April 2007
Franklin Templeton Investments July 2005 - January 2006
Skills
Computer Proficiency, Educator, Mentoring, Training, Staff Development, New Business Development, Analytics, Account Management, Accounts Payable, Account Reconciliation, Accounts Receivable, Financial Reporting, Microsoft Office, Payroll, Employee Benefits, Operations Management, Volunteer Training, Volunteer Management, Problem Solving, Program Development, Educational Program..., Procedure Manuals, Treasury Management, Analysis, Curriculum Design and..., Financial Literacy..., Early Childhood Literacy, Brand Development, Brand Management, Marketing Strategy, Event Planning, Budgets, Management
Education
Florida International University
Certificate, Human Resources Management/Personnel Administration
Florida Memorial University
Bachelor’s Degree, Accounting
Nova Southeastern University
Master of Business Administration (M.B.A.), International Business
C L Johnson Consulting, P.A. June 2007 - Present
Jubilee Housing August 2007 - April 2008
PHH First Fleet December 2006 - April 2007
Franklin Templeton Investments July 2005 - January 2006
Skills
Computer Proficiency, Educator, Mentoring, Training, Staff Development, New Business Development, Analytics, Account Management, Accounts Payable, Account Reconciliation, Accounts Receivable, Financial Reporting, Microsoft Office, Payroll, Employee Benefits, Operations Management, Volunteer Training, Volunteer Management, Problem Solving, Program Development, Educational Program..., Procedure Manuals, Treasury Management, Analysis, Curriculum Design and..., Financial Literacy..., Early Childhood Literacy, Brand Development, Brand Management, Marketing Strategy, Event Planning, Budgets, Management
Education
Florida International University
Certificate, Human Resources Management/Personnel Administration
Florida Memorial University
Bachelor’s Degree, Accounting
Nova Southeastern University
Master of Business Administration (M.B.A.), International Business
Thom Garner Thom Garner's Franklin Templeton Investments Experience August 1989 - July 1995
Job Business Owner at Intuitive Massage Center of Clearwater ~~ MM33140
Industry Health, Wellness and Fitness
Experience
Intuitive Massage Center of Clearwater December 2014 - Present
Massage Therapist July 2007 - Present
Nielsen Media Research December 2007 - April 2009
Verizon Information Services July 1995 - November 2003
Franklin Templeton Investments August 1989 - July 1995
American Heritage Life Insurance Company February 1978 - June 1989
Skills
Therapeutic Massage, Stress, Reiki, Massage Therapy, Deep Pressure Massage, Sports massage, Bodywork, Stretching, Geriatric Massage, Therapeutic Light Touch, Customer Service, Wellness, Yoga
Education
Florida Metropolitan University 2006 — 2007
Diploma/Certificate, Massage Therapy
Florida Community College at Jacksonville
Information Technology
Jones Business College at Jacksonville
Information Technology
Intuitive Massage Center of Clearwater December 2014 - Present
Massage Therapist July 2007 - Present
Nielsen Media Research December 2007 - April 2009
Verizon Information Services July 1995 - November 2003
Franklin Templeton Investments August 1989 - July 1995
American Heritage Life Insurance Company February 1978 - June 1989
Skills
Therapeutic Massage, Stress, Reiki, Massage Therapy, Deep Pressure Massage, Sports massage, Bodywork, Stretching, Geriatric Massage, Therapeutic Light Touch, Customer Service, Wellness, Yoga
Education
Florida Metropolitan University 2006 — 2007
Diploma/Certificate, Massage Therapy
Florida Community College at Jacksonville
Information Technology
Jones Business College at Jacksonville
Information Technology
Lina Mann Lina Mann's Franklin Templeton Investments Experience November 2002 - September 2006
Job International Client Services Experience
Industry Financial Services
Experience
Tri-Star Marketing February 2014 - March 2015
Girls Day out LLC October 2009 - January 2014
Franklin Templeton Investments November 2002 - September 2006
Bloomberg LP June 2000 - May 2002
Skills
International Client..., International Business..., Account Management, Microsoft Office, Work Under Minimal..., Experience working in a..., Teamwork, Product Development, Pricing Analysis, Negotiation, Identifying Sales..., Sales Cycle Management, Marketing, Budgets
Education
Florida Metropolitan University 1997 — 1999
Master in Business Administration, International Business
Universidad Externado de Colombia 1990 — 1995
Bachelor of Business Administration (B.B.A.)
Tri-Star Marketing February 2014 - March 2015
Girls Day out LLC October 2009 - January 2014
Franklin Templeton Investments November 2002 - September 2006
Bloomberg LP June 2000 - May 2002
Skills
International Client..., International Business..., Account Management, Microsoft Office, Work Under Minimal..., Experience working in a..., Teamwork, Product Development, Pricing Analysis, Negotiation, Identifying Sales..., Sales Cycle Management, Marketing, Budgets
Education
Florida Metropolitan University 1997 — 1999
Master in Business Administration, International Business
Universidad Externado de Colombia 1990 — 1995
Bachelor of Business Administration (B.B.A.)
Greg Overstreet Greg Overstreet's Franklin Templeton Investments Experience September 1998 - July 2002
Job Enterprise Account Executive Your Trusted Advisor in the HCM Cloud
Industry Computer Software
Experience
Oracle March 2013 - Present
Toshiba November 2012 - March 2013
Standard Register September 2011 - May 2012
Excel Print Communications July 2007 - July 2011
Jordan Printing February 2003 - December 2007
Franklin Templeton Investments September 1998 - July 2002
Skills
Consultative Selling, Integrated Marketing..., B2B, New Business Development, Key Account Management, Marketing Strategy, Account Management, Social Media Marketing, Solution Selling, Selling, Strategy, Sales Operations, Marketing, Sales, Management, Lead Generation, Cold Calling, SaaS
Education
Middlebury Institute of International Studies at Monterey 1991 — 1993
Master of Business Administration (M.B.A.), Marketing
Florida State University 1984 — 1987
BA, Business
University of Colorado at Boulder 1983 — 1983
Accounting
Oracle March 2013 - Present
Toshiba November 2012 - March 2013
Standard Register September 2011 - May 2012
Excel Print Communications July 2007 - July 2011
Jordan Printing February 2003 - December 2007
Franklin Templeton Investments September 1998 - July 2002
Skills
Consultative Selling, Integrated Marketing..., B2B, New Business Development, Key Account Management, Marketing Strategy, Account Management, Social Media Marketing, Solution Selling, Selling, Strategy, Sales Operations, Marketing, Sales, Management, Lead Generation, Cold Calling, SaaS
Education
Middlebury Institute of International Studies at Monterey 1991 — 1993
Master of Business Administration (M.B.A.), Marketing
Florida State University 1984 — 1987
BA, Business
University of Colorado at Boulder 1983 — 1983
Accounting
Audrey M. Savage, MBA Audrey M. Savage, MBA's Franklin Templeton Investments Experience June 1997 - October 2000
Job Manager, Program Planning & Control
Industry Aviation & Aerospace
Experience
Honeywell Aerospace July 2015 - Present
Honeywell Aerospace January 2015 - Present
Honeywell Aerospace February 2005 - December 2014
Circle K 2004 - 2005
American General Life Companies is now part of the AIG Family! January 2001 - January 2004
Franklin Templeton Investments June 1997 - October 2000
Skills
Aerospace, Microsoft Excel, Project Management, Microsoft Office, Strategic Planning, Customer Service, Microsoft Word, Marketing, Marketing Strategy, Social Media, Event Management, Event Planning, Public Speaking, Editing, Non-profits, Project Planning, Management, Process Improvement, Program Management, Six Sigma, Leadership
Education
University of Tampa - John H. Sykes College of Business 1999 — 2003
Master of Business Administration (M.B.A.), Information Technology Project Management
Florida State University - College of Business 1989 — 1993
Business Management, Business
Honeywell Aerospace July 2015 - Present
Honeywell Aerospace January 2015 - Present
Honeywell Aerospace February 2005 - December 2014
Circle K 2004 - 2005
American General Life Companies is now part of the AIG Family! January 2001 - January 2004
Franklin Templeton Investments June 1997 - October 2000
Skills
Aerospace, Microsoft Excel, Project Management, Microsoft Office, Strategic Planning, Customer Service, Microsoft Word, Marketing, Marketing Strategy, Social Media, Event Management, Event Planning, Public Speaking, Editing, Non-profits, Project Planning, Management, Process Improvement, Program Management, Six Sigma, Leadership
Education
University of Tampa - John H. Sykes College of Business 1999 — 2003
Master of Business Administration (M.B.A.), Information Technology Project Management
Florida State University - College of Business 1989 — 1993
Business Management, Business
Martina Carter's Franklin Templeton Investments Experience May 2000 - April 2002
Job Wealth Management Professional
Industry Financial Services
Experience
Jamaican Mango & Lime 2015 - Present
Registered Investment Advisor November 2014 - Present
Buckhead Capital Management August 2007 - August 2013
Harris myCFO Investment Adviosry Services LLC February 2005 - August 2007
Invesco Ltd. April 2002 - February 2005
Franklin Templeton Investments May 2000 - April 2002
Skills
Investments, Portfolio Management, Equities, Fixed Income, Asset Management, Alternative Investments, Portfolio Administration, Bloomberg, Equity Research, Mutual Funds, Asset Managment, Wealth Management, High Net Worth..., Bloomberg Terminal, Private Equity, Financial Services, Bonds, Axys, Superior Client Service, Account Reconciliation, Wealth Management..., Advent, Options, Financial Management..., Investment..., Investment Portfolios, Equity and Fixed Income..., Institutional..., Performance Attribution, Separately Managed..., Corporate Actions, NetX360, Pershing/NetX360, Portia, Moxy
Education
University of Phoenix 2005 — 2007
MBA
Florida Metropolitan University 1999 — 2002
Bachelors, Accounting
Jamaican Mango & Lime 2015 - Present
Registered Investment Advisor November 2014 - Present
Buckhead Capital Management August 2007 - August 2013
Harris myCFO Investment Adviosry Services LLC February 2005 - August 2007
Invesco Ltd. April 2002 - February 2005
Franklin Templeton Investments May 2000 - April 2002
Skills
Investments, Portfolio Management, Equities, Fixed Income, Asset Management, Alternative Investments, Portfolio Administration, Bloomberg, Equity Research, Mutual Funds, Asset Managment, Wealth Management, High Net Worth..., Bloomberg Terminal, Private Equity, Financial Services, Bonds, Axys, Superior Client Service, Account Reconciliation, Wealth Management..., Advent, Options, Financial Management..., Investment..., Investment Portfolios, Equity and Fixed Income..., Institutional..., Performance Attribution, Separately Managed..., Corporate Actions, NetX360, Pershing/NetX360, Portia, Moxy
Education
University of Phoenix 2005 — 2007
MBA
Florida Metropolitan University 1999 — 2002
Bachelors, Accounting
Erica (Erica Cartee) Minor's Franklin Templeton Investments Experience November 2013 - Present
Job Sales Territory Coordinator at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments November 2013 - Present
Tech Data February 2012 - November 2013
The Florida Bar July 2011 - February 2012
Skills
Sales, Customer Service, Data Entry, Data Management, SAP, Leadership, Shipping, Analysis, Team Leadership, Inventory Management, Data Analysis, Microsoft Excel, Records Management, Sales Operations, Management, Call Centers, Business Analysis, Teamwork, Recruiting, Budgets, Time Management, Outlook, Human Resources, Process Improvement, Vendor Management, Inventory Control, Retail, Pricing, Solution Selling, Microsoft Word, Troubleshooting, Access, Windows, Business Intelligence, Logistics, Office Administration, Team Building, Training, Customer Satisfaction, Account Management, CRM, Microsoft Office, Software Documentation, Salesforce.com, Sales Management, PowerPoint
Education
Florida State University 2004 — 2009
Bachelor's degree, Information Technology
J. W. Mitchell High School 2000 — 2004
Diploma
Franklin Templeton Investments November 2013 - Present
Tech Data February 2012 - November 2013
The Florida Bar July 2011 - February 2012
Skills
Sales, Customer Service, Data Entry, Data Management, SAP, Leadership, Shipping, Analysis, Team Leadership, Inventory Management, Data Analysis, Microsoft Excel, Records Management, Sales Operations, Management, Call Centers, Business Analysis, Teamwork, Recruiting, Budgets, Time Management, Outlook, Human Resources, Process Improvement, Vendor Management, Inventory Control, Retail, Pricing, Solution Selling, Microsoft Word, Troubleshooting, Access, Windows, Business Intelligence, Logistics, Office Administration, Team Building, Training, Customer Satisfaction, Account Management, CRM, Microsoft Office, Software Documentation, Salesforce.com, Sales Management, PowerPoint
Education
Florida State University 2004 — 2009
Bachelor's degree, Information Technology
J. W. Mitchell High School 2000 — 2004
Diploma
Saranan Lauck's Franklin Templeton Investments Experience February 1997 - May 2002
Job OnAir talent and before and after model at Home Shopping Network
Industry Apparel & Fashion
Experience
Home Shopping Network January 2002 - Present
Seven Model & Talent, Inc. January 2000 - Present
Franklin Templeton Investments February 1997 - May 2002
Florida Power Corporation 1979 - 1995
Skills
Event Planning, Customer Service, Film, Event Management, Marketing, Social Media Marketing, Commercials, Public Relations, Social Media, Photography, Advertising, Entertainment, Social Networking, Creative Writing, Creative Direction, Television, Video Production, Acting, Graphic Design, Film Production, Photoshop, Press Releases, Marketing Communications, Copywriting, Online Advertising, Editing, Blogging, Video, Adobe Creative Suite, New Media, Voice Over, Digital Photography, Voice Acting, Theatre, Journalism, Email Marketing, Comedy, Online Marketing, Magazines, Media Relations, Trade Shows, Short Films, Radio, Digital Media
Education
Florida State University 1958 — 1960
B. A., Business Management
St. Petersburg High School 1954 — 1958
Home Shopping Network January 2002 - Present
Seven Model & Talent, Inc. January 2000 - Present
Franklin Templeton Investments February 1997 - May 2002
Florida Power Corporation 1979 - 1995
Skills
Event Planning, Customer Service, Film, Event Management, Marketing, Social Media Marketing, Commercials, Public Relations, Social Media, Photography, Advertising, Entertainment, Social Networking, Creative Writing, Creative Direction, Television, Video Production, Acting, Graphic Design, Film Production, Photoshop, Press Releases, Marketing Communications, Copywriting, Online Advertising, Editing, Blogging, Video, Adobe Creative Suite, New Media, Voice Over, Digital Photography, Voice Acting, Theatre, Journalism, Email Marketing, Comedy, Online Marketing, Magazines, Media Relations, Trade Shows, Short Films, Radio, Digital Media
Education
Florida State University 1958 — 1960
B. A., Business Management
St. Petersburg High School 1954 — 1958
Andrew Aiello's Franklin Templeton Investments Experience October 2014 - Present
Job Territory Specialist at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2014 - Present
Franklin Templeton Investments September 2012 - September 2014
Franklin Templeton Investments March 2009 - September 2012
Franklin Templeton Investments July 2007 - March 2009
Skills
Separately Managed..., Investments, Series 6, Mutual Funds, Series 7, Alternative Investments, Asset Allocation, Series 63, Retirement Planning, Wealth Management, Retirement, Securities, Finance, Financial Services, Portfolio Management, 401k
Education
Florida State University
Bachelor of Arts (BA), Political Science and Government
Franklin Templeton Investments October 2014 - Present
Franklin Templeton Investments September 2012 - September 2014
Franklin Templeton Investments March 2009 - September 2012
Franklin Templeton Investments July 2007 - March 2009
Skills
Separately Managed..., Investments, Series 6, Mutual Funds, Series 7, Alternative Investments, Asset Allocation, Series 63, Retirement Planning, Wealth Management, Retirement, Securities, Finance, Financial Services, Portfolio Management, 401k
Education
Florida State University
Bachelor of Arts (BA), Political Science and Government
Joe Gillette's Franklin Templeton Investments Experience October 1994 - February 1996
Job Managing Partner at Windsor Landmark
Industry Commercial Real Estate
Experience
Windsor Landmark February 2000 - Present
Mohr Partners, Inc. February 1996 - February 2000
Franklin Templeton Investments October 1994 - February 1996
GTE January 1993 - September 1994
Westinghouse Electric Company June 1990 - December 1992
Skills
Land Use Law, Management Consulting, Strategic Planning, Financial Analysis, Lease Audit, Real Estate Due..., Real Estate Economics, Real Estate Law, Lease Negotiations, Lease Administration, Market Research, Investment Valuation
Education
Florida State University 2002 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
Florida State University 2001 — 2002
Bachelor’s Degree, Hotel-Restaurant Development
Florida State University 1987 — 1990
Bachelor of Science (B.S.), Finance, General
Windsor Landmark February 2000 - Present
Mohr Partners, Inc. February 1996 - February 2000
Franklin Templeton Investments October 1994 - February 1996
GTE January 1993 - September 1994
Westinghouse Electric Company June 1990 - December 1992
Skills
Land Use Law, Management Consulting, Strategic Planning, Financial Analysis, Lease Audit, Real Estate Due..., Real Estate Economics, Real Estate Law, Lease Negotiations, Lease Administration, Market Research, Investment Valuation
Education
Florida State University 2002 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
Florida State University 2001 — 2002
Bachelor’s Degree, Hotel-Restaurant Development
Florida State University 1987 — 1990
Bachelor of Science (B.S.), Finance, General
Jaime Blakey Jaime Blakey's Franklin Templeton Investments Experience June 1998 - September 1999
Job Director of Product Marketing at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company May 2012 - April 2014
Loomis, Sayles & Company November 2010 - May 2012
Loomis, Sayles & Company September 2004 - November 2010
Loomis, Sayles & Company November 2001 - September 2004
Loomis, Sayles & Company September 1999 - November 2001
Franklin Templeton Investments June 1998 - September 1999
Skills
Competitive Analysis, Mutual Funds, Equities, Hedge Funds, Fixed Income, Market Research, Marketing Strategy, Series 7, Product Management, Marketing Communications, Marketing, Product Marketing
Education
Florida Atlantic University
Bachelor's degree, Business Finance
Suffolk University
Master of Business Administration (MBA), Finance, General
Loomis, Sayles & Company May 2012 - April 2014
Loomis, Sayles & Company November 2010 - May 2012
Loomis, Sayles & Company September 2004 - November 2010
Loomis, Sayles & Company November 2001 - September 2004
Loomis, Sayles & Company September 1999 - November 2001
Franklin Templeton Investments June 1998 - September 1999
Skills
Competitive Analysis, Mutual Funds, Equities, Hedge Funds, Fixed Income, Market Research, Marketing Strategy, Series 7, Product Management, Marketing Communications, Marketing, Product Marketing
Education
Florida Atlantic University
Bachelor's degree, Business Finance
Suffolk University
Master of Business Administration (MBA), Finance, General
Jenifer Tencza's Franklin Templeton Investments Experience 2000 - 2001
Job Senior Small Business Consultant at Paychex Inc
Industry Financial Services
Experience
Paychex 2012 - Present
American Portfolios 2010 - 2012
ADP 2001 - 2003
Franklin Templeton Investments 2000 - 2001
Skills
CRM, Personnel Management, Sales, Time Management, Organization, Account Management, Client, Client Counseling, Client Relations Skills, Client Presentation, Manage Client..., Client Co-ordination, Employee Benefits, Client Liaison, Human Resources, Negotiation, Payroll, Salesforce.com, Selling, Strategic Financial..., Social Networking, HR Consulting, Qualifying Prospects, Direct Sales, Client Development, 401k Rollovers, 401k, TPA
Education
Florida State University 1992 — 1996
Bachelor of Arts (BA), FSU Deans List, Concentrated course work in Business Management, Marketing & Psychology
Paychex 2012 - Present
American Portfolios 2010 - 2012
ADP 2001 - 2003
Franklin Templeton Investments 2000 - 2001
Skills
CRM, Personnel Management, Sales, Time Management, Organization, Account Management, Client, Client Counseling, Client Relations Skills, Client Presentation, Manage Client..., Client Co-ordination, Employee Benefits, Client Liaison, Human Resources, Negotiation, Payroll, Salesforce.com, Selling, Strategic Financial..., Social Networking, HR Consulting, Qualifying Prospects, Direct Sales, Client Development, 401k Rollovers, 401k, TPA
Education
Florida State University 1992 — 1996
Bachelor of Arts (BA), FSU Deans List, Concentrated course work in Business Management, Marketing & Psychology
Matt McClellan's Franklin Templeton Investments Experience October 2010 - Present
Job Advisor Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2010 - Present
Mac Supply Enterprises, Inc. August 2005 - August 2010
Grainger May 2004 - July 2005
Skills
Mutual Funds, Series 7, Series 6, Series 63, Microsoft Office, Sales, Wealth Management, Financial Advisory, Customer Service, Alternative Investments, Management, Portfolio Management, Retirement Planning
Education
Florida State University 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Franklin Templeton Investments October 2010 - Present
Mac Supply Enterprises, Inc. August 2005 - August 2010
Grainger May 2004 - July 2005
Skills
Mutual Funds, Series 7, Series 6, Series 63, Microsoft Office, Sales, Wealth Management, Financial Advisory, Customer Service, Alternative Investments, Management, Portfolio Management, Retirement Planning
Education
Florida State University 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Dena Jalbert Dena Jalbert's Franklin Templeton Investments Experience May 2007 - April 2008
Job Senior Vice President and Director of Finance at Viewpost
Industry Information Technology and Services
Experience
Viewpost January 2015 - Present
Digital Risk March 2014 - November 2014
Digital Risk, LLC April 2011 - November 2014
Channel Intelligence May 2008 - May 2011
Franklin Templeton Investments May 2007 - April 2008
South Florida Sun Sentinel March 2005 - May 2007
Ernst & Young September 2004 - November 2005
Skills
Financial Reporting, Accounting, Finance, Mergers & Acquisitions, Leadership, Auditing, Due Diligence, Financial Analysis, Analysis, Internal Controls, Strategic Financial..., Accounts Payable, GAAP, Accounts Receivable, Management, CPA, Financial Risk, Human Resources, Financial Modeling, Revenue Recognition, Business Valuation, Acquisitions, Payroll, Mergers, software revenue..., Sarbanes-Oxley Act, Cash Management, Forecasting, General Ledger, Managerial Finance, Financial Accounting, Growth Strategy Plan &..., Financial Strategy Pre..., Corporate Governance..., Financial & Tax..., Business Leadership, Economic Forecasting &..., Cost Control and Cost..., Financial Analysis &..., Operations Synergy &..., Internal Controls &..., Profitability Analysis..., P&L and Budget Direction, Pricing & Cash..., Pre and Post-Close M&A, Staff Hiring &..., Accounting Talent..., Facilities & Vendor..., Executive Management, Strategy
Education
Florida State University 2008 — 2010
MBA, Business Administration
Illinois Wesleyan University 1997 — 2001
Bachelor of Arts, Public Accounting
Viewpost January 2015 - Present
Digital Risk March 2014 - November 2014
Digital Risk, LLC April 2011 - November 2014
Channel Intelligence May 2008 - May 2011
Franklin Templeton Investments May 2007 - April 2008
South Florida Sun Sentinel March 2005 - May 2007
Ernst & Young September 2004 - November 2005
Skills
Financial Reporting, Accounting, Finance, Mergers & Acquisitions, Leadership, Auditing, Due Diligence, Financial Analysis, Analysis, Internal Controls, Strategic Financial..., Accounts Payable, GAAP, Accounts Receivable, Management, CPA, Financial Risk, Human Resources, Financial Modeling, Revenue Recognition, Business Valuation, Acquisitions, Payroll, Mergers, software revenue..., Sarbanes-Oxley Act, Cash Management, Forecasting, General Ledger, Managerial Finance, Financial Accounting, Growth Strategy Plan &..., Financial Strategy Pre..., Corporate Governance..., Financial & Tax..., Business Leadership, Economic Forecasting &..., Cost Control and Cost..., Financial Analysis &..., Operations Synergy &..., Internal Controls &..., Profitability Analysis..., P&L and Budget Direction, Pricing & Cash..., Pre and Post-Close M&A, Staff Hiring &..., Accounting Talent..., Facilities & Vendor..., Executive Management, Strategy
Education
Florida State University 2008 — 2010
MBA, Business Administration
Illinois Wesleyan University 1997 — 2001
Bachelor of Arts, Public Accounting
Ryan Blank Ryan Blank's Franklin Templeton Investments Experience September 2013 - Present
Job Business Intelligence Specialist at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments September 2013 - Present
Tampa Bay FIU Alumni Chapter February 2012 - Present
Franklin Templeton Investments October 2012 - August 2013
Franklin Templeton Investments May 2011 - October 2012
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Business Analysis, Investments, Risk Management, Financial Reporting, Analysis, Finance, Process Improvement, Data Analysis, Asset Management, Leadership, Accounting, Management
Education
Florida Institute of Technology 2011 — 2013
Master of Business Administration (MBA), Finance
Florida International University 2005 — 2007
Bachelor of Arts (BA), Political Science, Sociology and Anthropology
Franklin Templeton Investments September 2013 - Present
Tampa Bay FIU Alumni Chapter February 2012 - Present
Franklin Templeton Investments October 2012 - August 2013
Franklin Templeton Investments May 2011 - October 2012
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Business Analysis, Investments, Risk Management, Financial Reporting, Analysis, Finance, Process Improvement, Data Analysis, Asset Management, Leadership, Accounting, Management
Education
Florida Institute of Technology 2011 — 2013
Master of Business Administration (MBA), Finance
Florida International University 2005 — 2007
Bachelor of Arts (BA), Political Science, Sociology and Anthropology
Happy Rideout's Franklin Templeton Investments 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
Satya Yerrapragada's Franklin Templeton Investments Experience February 2013 - Present
Job Business Intelligence Specialist at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments February 2013 - Present
Syntel August 2012 - November 2012
RBC Investor Services September 2009 - August 2012
Covance Laboratories July 2009 - August 2009
Wells Fargo February 2009 - June 2009
Covance Laboratories March 2008 - February 2009
Wells Fargo February 2007 - December 2007
Fannie Mae July 2006 - February 2007
National Institutes of Health April 2006 - June 2006
Florida International University November 2004 - December 2005
Skills
Crystal Reports, Business Objects, SAP Data Services, Crystal Xcelsius 2008, BO Web Intelligence, BO Universe, SQL, PL/SQL, Microsoft SQL Server, SQL Server Management..., Oracle 9i, Oracle 10g, SDLC, Sql developer, Microsoft Office, Version Control Tools, Defect Tracking, Team foundation Server, Technical Project..., DTS, Quality Center, report miner, Toad, sql plus, MS Project, MS Visio, IBM RTC, PVCS, ClearCase, ClearQuest, Change Management, SharePoint, Software Documentation, Unit Testing, Oracle, Business Analysis, Data Warehousing, Business Intelligence, Data Migration, Databases, Requirements Gathering, Visio, HP Quality Center, Requirements Analysis, Analysis, T-SQL, Oracle SQL Developer, Microsoft Project
Education
Florida International University 2004 — 2005
Master of Science (MS), Electrical and Computer engineering
Jayam College of Engineering and Technology 2000 — 2004
Bachelor of Science (BS), Electronics and Communication Engineering
Franklin Templeton Investments February 2013 - Present
Syntel August 2012 - November 2012
RBC Investor Services September 2009 - August 2012
Covance Laboratories July 2009 - August 2009
Wells Fargo February 2009 - June 2009
Covance Laboratories March 2008 - February 2009
Wells Fargo February 2007 - December 2007
Fannie Mae July 2006 - February 2007
National Institutes of Health April 2006 - June 2006
Florida International University November 2004 - December 2005
Skills
Crystal Reports, Business Objects, SAP Data Services, Crystal Xcelsius 2008, BO Web Intelligence, BO Universe, SQL, PL/SQL, Microsoft SQL Server, SQL Server Management..., Oracle 9i, Oracle 10g, SDLC, Sql developer, Microsoft Office, Version Control Tools, Defect Tracking, Team foundation Server, Technical Project..., DTS, Quality Center, report miner, Toad, sql plus, MS Project, MS Visio, IBM RTC, PVCS, ClearCase, ClearQuest, Change Management, SharePoint, Software Documentation, Unit Testing, Oracle, Business Analysis, Data Warehousing, Business Intelligence, Data Migration, Databases, Requirements Gathering, Visio, HP Quality Center, Requirements Analysis, Analysis, T-SQL, Oracle SQL Developer, Microsoft Project
Education
Florida International University 2004 — 2005
Master of Science (MS), Electrical and Computer engineering
Jayam College of Engineering and Technology 2000 — 2004
Bachelor of Science (BS), Electronics and Communication Engineering
Kurt Wolgast's Franklin Templeton Investments Experience 2000 - 2002
Job Operations Liaison at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors December 2013 - Present
Ocala, Florida 2012 - Present
Morgan Stanley Smith Barney 2009 - 2012
Smith Barney 2006 - 2009
Smith Barney 2002 - 2006
Franklin Templeton Investments 2000 - 2002
Skills
Mutual Funds, Investments, Risk Management, Customer Service, Financial Risk, Operations Management, Asset Allocation, Relationship Management, Branch Management, Business Process..., Team Management, Analytical Reasoning, Interpersonal Leadership, High Organizational..., Employee Training, Employee Management, Project Management
Education
Florida Southern College 1993 — 1997
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Santa Fe Catholic 1990 — 1993
Lakeland Highlands
Wells Fargo Advisors December 2013 - Present
Ocala, Florida 2012 - Present
Morgan Stanley Smith Barney 2009 - 2012
Smith Barney 2006 - 2009
Smith Barney 2002 - 2006
Franklin Templeton Investments 2000 - 2002
Skills
Mutual Funds, Investments, Risk Management, Customer Service, Financial Risk, Operations Management, Asset Allocation, Relationship Management, Branch Management, Business Process..., Team Management, Analytical Reasoning, Interpersonal Leadership, High Organizational..., Employee Training, Employee Management, Project Management
Education
Florida Southern College 1993 — 1997
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Santa Fe Catholic 1990 — 1993
Lakeland Highlands
Ron Zimmer Ron Zimmer's Franklin Templeton Investments Experience January 2011 - Present
Job Global Fund Analytics at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments January 2011 - Present
Raymond James December 2006 - January 2011
Eagle Asset Management May 2005 - December 2006
Merrill Lynch August 2004 - January 2005
Skills
Series 7, Series 66, Series 24, Mutual Funds, Series 63, Series 65, Offshore Funds, 529 Plans, Uniform Combined State...
Education
Florida Gulf Coast University 2010 — 2012
MBA, Management
University of South Florida 2001 — 2005
Bachelors, Finance
Franklin Templeton Investments January 2011 - Present
Raymond James December 2006 - January 2011
Eagle Asset Management May 2005 - December 2006
Merrill Lynch August 2004 - January 2005
Skills
Series 7, Series 66, Series 24, Mutual Funds, Series 63, Series 65, Offshore Funds, 529 Plans, Uniform Combined State...
Education
Florida Gulf Coast University 2010 — 2012
MBA, Management
University of South Florida 2001 — 2005
Bachelors, Finance
Derek Garrett Derek Garrett's Franklin Templeton Investments Experience January 2002 - December 2004
Job Operations Analyst at Cyrpess Trust Company
Industry Financial Services
Experience
Cyrpess Trust Company September 2008 - Present
Lighthouse Partners LLC January 2004 - April 2008
Franklin Templeton Investments January 2002 - December 2004
Education
Nova Southeastern University 1996 — 2000
MBA, Business Administration
Florida International University 1993 — 1995
BBA, Finance/International Business
Cyrpess Trust Company September 2008 - Present
Lighthouse Partners LLC January 2004 - April 2008
Franklin Templeton Investments January 2002 - December 2004
Education
Nova Southeastern University 1996 — 2000
MBA, Business Administration
Florida International University 1993 — 1995
BBA, Finance/International Business
Michelle Cerbantec Michelle Cerbantec's Franklin Templeton Investments Experience December 1999 - August 2000
Job Speech Language Pathologist
Industry Individual & Family Services
Experience
HealthSouth August 2015 - Present
Signature Healthcare June 2014 - June 2015
Gulf Coast Regional Medical Center - Panama City, FL January 2014 - April 2014
GlenCove Nursing Pavilion May 2013 - July 2013
United Therapy Services August 2012 - December 2012
Magnolia Pediatric Therapy May 2012 - July 2012
Bay County School District January 2012 - May 2012
Bay County School District September 2011 - December 2011
Franklin Templeton Investments (FTI) August 2000 - April 2009
Franklin Templeton Investments December 1999 - August 2000
Skills
Requirements Gathering, Software Documentation, Training, Systems Analysis, Business Analysis, Requirements Analysis, SDLC, Analysis, Management, Vendor Management
Education
Florida State University 2010 — 2014
Master of Science (M.S.), Communication Science & Disorders
University of South Florida 1997 — 2001
B.A., Business Management Information Systems, ISM
Valencia Community College 1992 — 1994
Associates, Arts
Waynesburg High School 1985 — 1989
Diploma
Learning Tree International
HealthSouth August 2015 - Present
Signature Healthcare June 2014 - June 2015
Gulf Coast Regional Medical Center - Panama City, FL January 2014 - April 2014
GlenCove Nursing Pavilion May 2013 - July 2013
United Therapy Services August 2012 - December 2012
Magnolia Pediatric Therapy May 2012 - July 2012
Bay County School District January 2012 - May 2012
Bay County School District September 2011 - December 2011
Franklin Templeton Investments (FTI) August 2000 - April 2009
Franklin Templeton Investments December 1999 - August 2000
Skills
Requirements Gathering, Software Documentation, Training, Systems Analysis, Business Analysis, Requirements Analysis, SDLC, Analysis, Management, Vendor Management
Education
Florida State University 2010 — 2014
Master of Science (M.S.), Communication Science & Disorders
University of South Florida 1997 — 2001
B.A., Business Management Information Systems, ISM
Valencia Community College 1992 — 1994
Associates, Arts
Waynesburg High School 1985 — 1989
Diploma
Learning Tree International
Gene S. Kerper, CPA's Franklin Templeton Investments Experience April 2006 - February 2009
Job Accounting Manager at Aurora Diagnostics
Industry Financial Services
Experience
Aurora Diagnostics February 2011 - Present
TradeStation Securities March 2009 - February 2011
Franklin Templeton Investments April 2006 - February 2009
BISYS Financial Services January 2000 - April 2006
Skills
Accounting, Financial Analysis, Financial Reporting, Mutual Funds, Securities, CPA, Finance, Alternative Investments, Bloomberg, Equities, Internal Controls, Account Reconciliation, Financial Services, Investments, Fixed Income, Derivatives
Education
Florida Atlantic University 2006 — 2010
Masters, Accounting
The Ohio State University Fisher College of Business 1995 — 1999
BA, Finance
Aurora Diagnostics February 2011 - Present
TradeStation Securities March 2009 - February 2011
Franklin Templeton Investments April 2006 - February 2009
BISYS Financial Services January 2000 - April 2006
Skills
Accounting, Financial Analysis, Financial Reporting, Mutual Funds, Securities, CPA, Finance, Alternative Investments, Bloomberg, Equities, Internal Controls, Account Reconciliation, Financial Services, Investments, Fixed Income, Derivatives
Education
Florida Atlantic University 2006 — 2010
Masters, Accounting
The Ohio State University Fisher College of Business 1995 — 1999
BA, Finance
Ryan Ford, CFA's Franklin Templeton Investments Experience June 2008 - Present
Job Senior Analyst at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments June 2008 - Present
Raymond James & Associates April 2005 - January 2007
Citigroup Capital Markets Inc. June 2002 - June 2004
Citigroup Capital Markets Inc. June 1999 - June 2002
Skills
Financial Modeling, Factset, Bloomberg, Valuation, Spreadsheets, Zephyr, Valuation Modeling, Stylus, Research, Series 7, Investments, Financial Analysis, Performance Attribution, Barclays Point, Pivot Tables, Vlookup, Chartered Financial..., Investment Management
Education
University of Tampa - John H. Sykes College of Business 2007 — 2008
Masters, Finance
Florida State University - College of Business 1997 — 1999
Bachelor's, Finance
Florida State University 1995 — 1999
B.S., Finance
Franklin Templeton Investments June 2008 - Present
Raymond James & Associates April 2005 - January 2007
Citigroup Capital Markets Inc. June 2002 - June 2004
Citigroup Capital Markets Inc. June 1999 - June 2002
Skills
Financial Modeling, Factset, Bloomberg, Valuation, Spreadsheets, Zephyr, Valuation Modeling, Stylus, Research, Series 7, Investments, Financial Analysis, Performance Attribution, Barclays Point, Pivot Tables, Vlookup, Chartered Financial..., Investment Management
Education
University of Tampa - John H. Sykes College of Business 2007 — 2008
Masters, Finance
Florida State University - College of Business 1997 — 1999
Bachelor's, Finance
Florida State University 1995 — 1999
B.S., Finance
Betty Veinger's Franklin Templeton Investments Experience December 2010 - Present
Job Sales Compliance Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2010 - Present
Franklin Templeton Investments October 2006 - December 2010
Franklin Templeton Investments March 2005 - October 2006
Franklin Templeton Investments February 2004 - March 2005
VISIT FLORIDA August 2002 - December 2002
Skills
Mutual Funds, FINRA, Risk Management, Performance Metrics, Process Improvement, Call Center, Project Management, Change Management, Securities Regulation, Team Leadership, Forecasting, Competitive Analysis, Program Management, Information Technology, Series 6, Series 26, Business Development, Strategic Planning, Operational Strategy, Building Relationships, Team Building, Productivity Improvement, Analytical Skills, Quantitative Skills, Talent Acquisition, Talent Recognition, Talent Development, Mentor, Workflow Planning, Organization &..., Process Optimization, Cost Reduction..., Cost Benefit, Interpersonal Skill, Communication Skills, Human Resources, Supervision, Workflow, Call Centers, Investments, Sales
Education
Florida State University - College of Business 2001 — 2003
Bachelor of Science (B.S.), International Business and Marketing
Franklin Templeton Investments December 2010 - Present
Franklin Templeton Investments October 2006 - December 2010
Franklin Templeton Investments March 2005 - October 2006
Franklin Templeton Investments February 2004 - March 2005
VISIT FLORIDA August 2002 - December 2002
Skills
Mutual Funds, FINRA, Risk Management, Performance Metrics, Process Improvement, Call Center, Project Management, Change Management, Securities Regulation, Team Leadership, Forecasting, Competitive Analysis, Program Management, Information Technology, Series 6, Series 26, Business Development, Strategic Planning, Operational Strategy, Building Relationships, Team Building, Productivity Improvement, Analytical Skills, Quantitative Skills, Talent Acquisition, Talent Recognition, Talent Development, Mentor, Workflow Planning, Organization &..., Process Optimization, Cost Reduction..., Cost Benefit, Interpersonal Skill, Communication Skills, Human Resources, Supervision, Workflow, Call Centers, Investments, Sales
Education
Florida State University - College of Business 2001 — 2003
Bachelor of Science (B.S.), International Business and Marketing
Joanne Fontaine, MBA, Six Sigma GB's Franklin Templeton Investments Experience 2000 - 2002
Job Senior HR Consultant at FPL
Industry Utilities
Experience
Florida Power & Light 2006 - Present
FPL Energy 2002 - 2006
Franklin Templeton Investments 2000 - 2002
Franklin Templeton Investments 1998 - 2000
Skills
Change Management, Performance Management, Energy, Process Improvement, Project Management, Employee Engagement, Six Sigma, Talent Management, Strategic Planning, Employee Relations, Budgets, Leadership Development, Analysis, Organizational..., Recruiting, Succession Planning, Human Resources
Education
Nova Southeastern University 1998 — 2000
MBA, Business Administration
Florida Atlantic University
B.S., Finance & International Business
Florida Power & Light 2006 - Present
FPL Energy 2002 - 2006
Franklin Templeton Investments 2000 - 2002
Franklin Templeton Investments 1998 - 2000
Skills
Change Management, Performance Management, Energy, Process Improvement, Project Management, Employee Engagement, Six Sigma, Talent Management, Strategic Planning, Employee Relations, Budgets, Leadership Development, Analysis, Organizational..., Recruiting, Succession Planning, Human Resources
Education
Nova Southeastern University 1998 — 2000
MBA, Business Administration
Florida Atlantic University
B.S., Finance & International Business
Richard Copenhaver's Franklin Templeton Investments Experience 2000 - 2002
Job Test Manager
Industry Information Technology and Services
Experience
Emerson Process Management August 2014 - Present
Kforce Inc. October 2011 - July 2014
ARC March 2008 - October 2011
The Nielsen Company December 2003 - March 2008
Franklin Templeton Investments 2000 - 2002
Skills
SDLC, Quality Center, Software Quality..., Selenium, Test Planning, Test Management, Test Automation, Test Cases, System Testing, Manual Testing, Usability Testing, User Acceptance Testing, Testing, Project Management, Project Coordination, Agile Testing, Agile Methodologies, Scrum, Extreme Programming, XP, Regression Testing, Waterfall, Quality Assurance
Education
Florida State University 1989 — 1990
Bachelors, Economics
Emerson Process Management August 2014 - Present
Kforce Inc. October 2011 - July 2014
ARC March 2008 - October 2011
The Nielsen Company December 2003 - March 2008
Franklin Templeton Investments 2000 - 2002
Skills
SDLC, Quality Center, Software Quality..., Selenium, Test Planning, Test Management, Test Automation, Test Cases, System Testing, Manual Testing, Usability Testing, User Acceptance Testing, Testing, Project Management, Project Coordination, Agile Testing, Agile Methodologies, Scrum, Extreme Programming, XP, Regression Testing, Waterfall, Quality Assurance
Education
Florida State University 1989 — 1990
Bachelors, Economics
Monali Godambe's Franklin Templeton Investments Experience December 2002 - May 2003
Job Operations Specialist III
Industry Investment Management
Experience
Forward May 2008 - Present
Kintera January 2007 - August 2007
Cargill Investor Services July 2003 - August 2005
Franklin Templeton Investments December 2002 - May 2003
Education
Florida Atlantic University 2001 — 2002
Forward May 2008 - Present
Kintera January 2007 - August 2007
Cargill Investor Services July 2003 - August 2005
Franklin Templeton Investments December 2002 - May 2003
Education
Florida Atlantic University 2001 — 2002
Sharon Schlussler's Franklin Templeton Investments Experience September 2002 - Present
Job IT Project Manager at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments September 2002 - Present
SunState FX September 2000 - September 2002
Testing Machines 1997 - 2000
Testing Machines 1997 - 2000
Testing Machines 1997 - 2000
Testing Machines 1997 - 2000
Testing Machines 1996 - 2000
Skills
Trading Systems, Market Data
Education
Florida Atlantic University 2002 — 2005
MBA, Finance & IT
Florida International University 2000 — 2001
Certificate, Linguistics
University at Albany, SUNY 1990 — 1994
BA, German, Portuguese & Spanish
Franklin Templeton Investments September 2002 - Present
SunState FX September 2000 - September 2002
Testing Machines 1997 - 2000
Testing Machines 1997 - 2000
Testing Machines 1997 - 2000
Testing Machines 1997 - 2000
Testing Machines 1996 - 2000
Skills
Trading Systems, Market Data
Education
Florida Atlantic University 2002 — 2005
MBA, Finance & IT
Florida International University 2000 — 2001
Certificate, Linguistics
University at Albany, SUNY 1990 — 1994
BA, German, Portuguese & Spanish
Jason Chung's Franklin Templeton Investments Experience March 2004 - June 2004
Job Vice President, Financial Planning & Analysis at Point72 Asset Management
Industry Financial Services
Experience
Point72 Asset Management, L.P. January 2013 - Present
Point72 Asset Management, L.P. June 2010 - December 2012
John W. Henry & Company October 2006 - May 2010
John W. Henry & Company June 2004 - May 2010
Franklin Templeton Investments March 2004 - June 2004
Franklin Templeton Investments February 2003 - February 2004
Skills
Fixed Income, Financial Reporting, Hedge Funds, Alternative Investments, Account Reconciliation, Accounting, Analysis, Asset Management, Auditing, Bloomberg, Budgets, Equities, Finance, Financial Analysis, Forecasting, Fund Accounting, Internal Audit, Internal Controls, Investment Management, Investments, Investor Relations, Mutual Funds, Portfolio Management, Securities, Strategic Financial..., Strategy, Trading, Financial Modeling, Management
Education
Florida State University 1998 — 2002
Bachelor of Science, Finance
Marlboro
Point72 Asset Management, L.P. January 2013 - Present
Point72 Asset Management, L.P. June 2010 - December 2012
John W. Henry & Company October 2006 - May 2010
John W. Henry & Company June 2004 - May 2010
Franklin Templeton Investments March 2004 - June 2004
Franklin Templeton Investments February 2003 - February 2004
Skills
Fixed Income, Financial Reporting, Hedge Funds, Alternative Investments, Account Reconciliation, Accounting, Analysis, Asset Management, Auditing, Bloomberg, Budgets, Equities, Finance, Financial Analysis, Forecasting, Fund Accounting, Internal Audit, Internal Controls, Investment Management, Investments, Investor Relations, Mutual Funds, Portfolio Management, Securities, Strategic Financial..., Strategy, Trading, Financial Modeling, Management
Education
Florida State University 1998 — 2002
Bachelor of Science, Finance
Marlboro
Hubert Glowicki's Franklin Templeton Investments Experience April 2015 - Present
Job Senior Product Analyst Profitability, Financial Strategies
Industry Financial Services
Experience
Franklin Templeton Investments April 2015 - Present
Franklin Templeton Investments May 2014 - March 2015
Franklin Templeton Investments April 2012 - April 2014
Franklin Templeton Investments July 2009 - April 2012
Franklin Templeton Investments March 2007 - July 2009
Florida Fund May 2006 - March 2007
Skills
Financial Analysis, Portfolio Management, Financial Modeling, Mutual Funds, Equities
Education
Florida Atlantic University 2012 — 2014
Master's Degree, Accounting
University of Florida 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Franklin Templeton Investments April 2015 - Present
Franklin Templeton Investments May 2014 - March 2015
Franklin Templeton Investments April 2012 - April 2014
Franklin Templeton Investments July 2009 - April 2012
Franklin Templeton Investments March 2007 - July 2009
Florida Fund May 2006 - March 2007
Skills
Financial Analysis, Portfolio Management, Financial Modeling, Mutual Funds, Equities
Education
Florida Atlantic University 2012 — 2014
Master's Degree, Accounting
University of Florida 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Catherine Sands's Franklin Templeton Investments Experience October 2010 - Present
Job Initiatives Lead / Project Manager
Industry Financial Services
Experience
Franklin Templeton Investments October 2010 - Present
Franklin Templeton Investments March 2008 - September 2010
Franklin Templeton Investments July 2006 - March 2008
Skills
Mutual Funds, Investments, Asset Management, Project Management, Project Planning, Strategic Financial..., Consulting, Disaster Recovery, Data Management, Governance, International Sales, International Business..., International Project..., Project Portfolio..., Strategic Planning, Cost Benefit, Executive Reporting, Resource Allocation, Business Process..., Process Optimization, Vendor Management Skills, Financial Services, Training
Education
Florida State University 2005 — 2006
Master of Business Administration (MBA), Marketing
University of Florida 2001 — 2005
Bachelor of Business Administration (BBA), Marketing & Mass Communications
Franklin Templeton Investments October 2010 - Present
Franklin Templeton Investments March 2008 - September 2010
Franklin Templeton Investments July 2006 - March 2008
Skills
Mutual Funds, Investments, Asset Management, Project Management, Project Planning, Strategic Financial..., Consulting, Disaster Recovery, Data Management, Governance, International Sales, International Business..., International Project..., Project Portfolio..., Strategic Planning, Cost Benefit, Executive Reporting, Resource Allocation, Business Process..., Process Optimization, Vendor Management Skills, Financial Services, Training
Education
Florida State University 2005 — 2006
Master of Business Administration (MBA), Marketing
University of Florida 2001 — 2005
Bachelor of Business Administration (BBA), Marketing & Mass Communications
Hilda Landrove's Franklin Templeton Investments Experience 1999 - Present
Job Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 1999 - Present
Boston Scientific 1994 - 1999
Skills
Project Management, HP Exstream, Lean Manufacturing
Education
Florida International University - College of Business Administration 1999 — 2001
MBA, Business
University of Miami 1990 — 1994
Master of Science, Computer Science and Mathematics
Franklin Templeton Investments 1999 - Present
Boston Scientific 1994 - 1999
Skills
Project Management, HP Exstream, Lean Manufacturing
Education
Florida International University - College of Business Administration 1999 — 2001
MBA, Business
University of Miami 1990 — 1994
Master of Science, Computer Science and Mathematics
Tena Granit's Franklin Templeton Investments Experience 1998 - 2000
Job Financial Controller at Seminole Tribe of Florida, Inc.
Industry Accounting
Experience
Seminole Tribe of Florida, Inc. 2004 - Present
Seminole Tribe of Florida 2002 - 2004
Seminole Tribe of Florida 2000 - 2002
Franklin Templeton Investments 1998 - 2000
Horkey & Associates, P.A. 1995 - 1998
Skills
Budgets, Account Reconciliation, Financial Accounting, Outlook, Internal Controls, Financial Reporting, Financial Analysis, Accounting, Analysis, Finance, Payroll, GAAP
Education
Florida Atlantic University 1993 — 1996
Master's degree, Accounting, 3.5
Seminole Tribe of Florida, Inc. 2004 - Present
Seminole Tribe of Florida 2002 - 2004
Seminole Tribe of Florida 2000 - 2002
Franklin Templeton Investments 1998 - 2000
Horkey & Associates, P.A. 1995 - 1998
Skills
Budgets, Account Reconciliation, Financial Accounting, Outlook, Internal Controls, Financial Reporting, Financial Analysis, Accounting, Analysis, Finance, Payroll, GAAP
Education
Florida Atlantic University 1993 — 1996
Master's degree, Accounting, 3.5
Josh Utley's Franklin Templeton Investments Experience November 2010 - March 2012
Job Online Banking Customer Service at Fidelity National Information Services
Industry Financial Services
Experience
Fidelity National Information Services September 2013 - July 2014
JPMorgan Chase August 2012 - December 2012
Franklin Templeton Investments November 2010 - March 2012
Price Waterhouse Coopers February 2009 - November 2010
Raymond James October 2005 - May 2008
Skills
Needs Analysis, SharePoint, Instructional Design, Process Improvement, Microsoft Office, Adult Education, Project Management, Research
Education
Santa Fe Community College 2001 — 2003
AS, Information Technology
University of Florida 1999 — 2001
Graduate Work, English
Florida State University 1991 — 1995
BA, English
Fidelity National Information Services September 2013 - July 2014
JPMorgan Chase August 2012 - December 2012
Franklin Templeton Investments November 2010 - March 2012
Price Waterhouse Coopers February 2009 - November 2010
Raymond James October 2005 - May 2008
Skills
Needs Analysis, SharePoint, Instructional Design, Process Improvement, Microsoft Office, Adult Education, Project Management, Research
Education
Santa Fe Community College 2001 — 2003
AS, Information Technology
University of Florida 1999 — 2001
Graduate Work, English
Florida State University 1991 — 1995
BA, English
Jim Leadbeter's Franklin Templeton Investments Experience 2000 - 2009
Job Information Technology Professional
Industry Computer Software
Experience
Hillsborough Community College August 2008 - Present
Everest University April 1988 - Present
Franklin Temmpleton August 2000 - February 2009
University of Phoenix 2007 - 2009
Franklin/Templeton 2000 - 2009
Franklin Templeton Investments 2000 - 2009
South West Florida College November 2005 - July 2008
GTE Data Services June 1999 - May 2000
Utility Partnership Ltd January 1998 - June 1999
Intermedia Communications Inc March 1996 - January 1998
Education
University 2000 — 2001
MSCIS, Computer Information Science
Florida Metropolitan University 1995 — 1997
MBA, Human Resources
Samford University 1970 — 1971
MA, Mathematics
College 1967 — 1968
BS, Mathematics/Psychologh
Southwest Florida College
Hillsborough Community College August 2008 - Present
Everest University April 1988 - Present
Franklin Temmpleton August 2000 - February 2009
University of Phoenix 2007 - 2009
Franklin/Templeton 2000 - 2009
Franklin Templeton Investments 2000 - 2009
South West Florida College November 2005 - July 2008
GTE Data Services June 1999 - May 2000
Utility Partnership Ltd January 1998 - June 1999
Intermedia Communications Inc March 1996 - January 1998
Education
University 2000 — 2001
MSCIS, Computer Information Science
Florida Metropolitan University 1995 — 1997
MBA, Human Resources
Samford University 1970 — 1971
MA, Mathematics
College 1967 — 1968
BS, Mathematics/Psychologh
Southwest Florida College
Jaana Tiala Weiner's Franklin Templeton Investments Experience August 1999 - January 2009
Job Director, Global International Tax at Sykes
Industry Accounting
Experience
Sykes May 2014 - Present
Royal Caribbean Cruises Ltd. February 2009 - May 2014
Franklin Templeton Investments August 1999 - January 2009
Skills
Federal Tax, International Tax, Tax Compliance, Corporate Tax, Tax, Income Tax, International Tax..., Tax Research, Tax Structuring, Cross-border..., FAS109, Tax Credits, Excel, VAT, Tax Law, Tax Accounting
Education
Florida Atlantic University
Master of Taxation, Tax
Sykes May 2014 - Present
Royal Caribbean Cruises Ltd. February 2009 - May 2014
Franklin Templeton Investments August 1999 - January 2009
Skills
Federal Tax, International Tax, Tax Compliance, Corporate Tax, Tax, Income Tax, International Tax..., Tax Research, Tax Structuring, Cross-border..., FAS109, Tax Credits, Excel, VAT, Tax Law, Tax Accounting
Education
Florida Atlantic University
Master of Taxation, Tax
Melinda Milnes's Franklin Templeton Investments Experience May 2012 - Present
Job Business Analyst at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments May 2012 - Present
Directions for Mental Health October 2008 - May 2012
UAW Legal Services Plan July 2002 - October 2008
Skills
Data Analysis, Microsoft Office, Microsoft Excel, Leadership, Customer Service, Research, Analytics
Education
Florida State University 1998 — 2001
Florida Southern College 1995 — 1997
BA, English
Franklin Templeton Investments May 2012 - Present
Directions for Mental Health October 2008 - May 2012
UAW Legal Services Plan July 2002 - October 2008
Skills
Data Analysis, Microsoft Office, Microsoft Excel, Leadership, Customer Service, Research, Analytics
Education
Florida State University 1998 — 2001
Florida Southern College 1995 — 1997
BA, English
Marc Crawford's Franklin Templeton Investments Experience May 2000 - March 2003
Job Product Controller
Industry Banking
Experience
Wells Fargo March 2008 - Present
Wells Fargo August 2005 - March 2008
FPL March 2003 - August 2005
Franklin Templeton Investments May 2000 - March 2003
Skills
Capital Markets, Bloomberg, Fixed Income, Financial Modeling, Financial Analysis, Banking, Options, Securities, Risk Management, Derivatives, Credit, Trading, Valuation, Finance, Investments, Investment Banking, Corporate Finance, Commodity Markets
Education
Florida Atlantic University 1996 — 2000
BA, Finance
Wells Fargo March 2008 - Present
Wells Fargo August 2005 - March 2008
FPL March 2003 - August 2005
Franklin Templeton Investments May 2000 - March 2003
Skills
Capital Markets, Bloomberg, Fixed Income, Financial Modeling, Financial Analysis, Banking, Options, Securities, Risk Management, Derivatives, Credit, Trading, Valuation, Finance, Investments, Investment Banking, Corporate Finance, Commodity Markets
Education
Florida Atlantic University 1996 — 2000
BA, Finance
Justin Colatosti's Franklin Templeton Investments Experience January 2014 - Present
Job Sr. Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments January 2014 - Present
Dawson James Securities 2010 - 2013
GunnAllen Financial 2007 - 2009
Skills
Equities, Bloomberg, Valuation, Capital Markets, Equity Research, Hedge Funds, Investments, Financial Modeling, Financial Markets, Portfolio Management, Asset Management, Fundamental Analysis, Finance, Mutual Funds
Education
Florida Atlantic University
Bachelor of Business Administration (BBA), Economics
Franklin Templeton Investments January 2014 - Present
Dawson James Securities 2010 - 2013
GunnAllen Financial 2007 - 2009
Skills
Equities, Bloomberg, Valuation, Capital Markets, Equity Research, Hedge Funds, Investments, Financial Modeling, Financial Markets, Portfolio Management, Asset Management, Fundamental Analysis, Finance, Mutual Funds
Education
Florida Atlantic University
Bachelor of Business Administration (BBA), Economics
Kim Fundaro's Franklin Templeton Investments Experience September 1997 - November 2008
Job Bank Tax Director at GE Capital
Industry Financial Services
Experience
GE Capital April 2014 - Present
GE January 2010 - April 2014
General Electric July 2009 - April 2014
Franklin Templeton Investments September 1997 - November 2008
Skills
International Tax, Tax, Corporate Tax, Mergers & Acquisitions, Auditing, CPA, Financial Services, Hedge Funds, Financial Structuring, FIN 48, Mutual Funds, Strategy, Financial Planners, Treasury, Analysis, Leadership, Investment Management, Sarbanes-Oxley Act, Transfer Pricing, US GAAP
Education
Florida International University 1991 — 1993
Masters of Science in Taxation
Florida State University - College of Business 1984 — 1988
Bachelor of Science, Accounting and Finance
GE Capital April 2014 - Present
GE January 2010 - April 2014
General Electric July 2009 - April 2014
Franklin Templeton Investments September 1997 - November 2008
Skills
International Tax, Tax, Corporate Tax, Mergers & Acquisitions, Auditing, CPA, Financial Services, Hedge Funds, Financial Structuring, FIN 48, Mutual Funds, Strategy, Financial Planners, Treasury, Analysis, Leadership, Investment Management, Sarbanes-Oxley Act, Transfer Pricing, US GAAP
Education
Florida International University 1991 — 1993
Masters of Science in Taxation
Florida State University - College of Business 1984 — 1988
Bachelor of Science, Accounting and Finance
Lelanie Roache's Franklin Templeton Investments Experience February 1998 - July 2000
Job Group Manager, Fund Accounting at Equinoxe Alternative Investment Services
Industry Financial Services
Experience
Equinoxe Alternative Investment Services 2011 - Present
MadisonGrey July 2006 - 2011
INVESCO March 2001 - May 2006
Franklin Templeton Investments February 1998 - July 2000
Skills
Hedge Funds, Alternative Investments, Fund Accounting, Financial Reporting, Fund Administration, Bloomberg, Accounting, Investments, Securities, Fund Of Funds, Derivatives, Mutual Funds, Fixed Income
Education
Florida International University - College of Business
BBA, Finance & International Business
Mercer University
MBA, Finance
Equinoxe Alternative Investment Services 2011 - Present
MadisonGrey July 2006 - 2011
INVESCO March 2001 - May 2006
Franklin Templeton Investments February 1998 - July 2000
Skills
Hedge Funds, Alternative Investments, Fund Accounting, Financial Reporting, Fund Administration, Bloomberg, Accounting, Investments, Securities, Fund Of Funds, Derivatives, Mutual Funds, Fixed Income
Education
Florida International University - College of Business
BBA, Finance & International Business
Mercer University
MBA, Finance
Nelly Fernandez's Franklin Templeton Investments Experience March 2010 - Present
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
Jon Appleton, MBA's Franklin Templeton Investments Experience October 2013 - Present
Job Tax Reporting Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2013 - Present
Franklin Templeton Investments October 2012 - October 2013
Verizon Wireless January 2010 - March 2012
MoneyShow August 2007 - September 2008
Tampa Bay Lightning 2006 - 2007
Skills
Telecommunications, Wireless, Mobile Devices, Solution Selling, Customer Experience, Direct Sales, Call Centers, Team Leadership, Account Management, Management, Business Development, Customer Retention, Business Analysis, Managed Services, Program Management, Strategy, Product Management, Project Management, Sales, VoIP, Sales Management, SaaS, Start-ups, CRM
Education
Wilmington University 2014 — 2017
Doctor of Business Administration, Business Administration and Management, General
Florida International University 2012 — 2013
MBA, Business Administration and Management, General
University of South Florida 2008 — 2011
Bachelor's Degree, Criminology
Franklin Templeton Investments October 2013 - Present
Franklin Templeton Investments October 2012 - October 2013
Verizon Wireless January 2010 - March 2012
MoneyShow August 2007 - September 2008
Tampa Bay Lightning 2006 - 2007
Skills
Telecommunications, Wireless, Mobile Devices, Solution Selling, Customer Experience, Direct Sales, Call Centers, Team Leadership, Account Management, Management, Business Development, Customer Retention, Business Analysis, Managed Services, Program Management, Strategy, Product Management, Project Management, Sales, VoIP, Sales Management, SaaS, Start-ups, CRM
Education
Wilmington University 2014 — 2017
Doctor of Business Administration, Business Administration and Management, General
Florida International University 2012 — 2013
MBA, Business Administration and Management, General
University of South Florida 2008 — 2011
Bachelor's Degree, Criminology
Hedson Robinson CPA's Franklin Templeton Investments Experience December 1997 - September 2001
Job Manager Financial Planning & Analysis
Industry Automotive
Experience
AutoNation October 2007 - Present
DHL Express October 2004 - September 2007
Office Depot September 2001 - October 2004
Franklin Templeton Investments December 1997 - September 2001
Skills
Financial Planning, Budget Development, Hyperion, Excel, PowerPoint, Essbase, Hyperion Planning, Financial Analysis
Education
Nova Southeastern University 2005 — 2006
Masters, Finance
Florida Atlantic University 1992 — 1997
BS, Finance
AutoNation October 2007 - Present
DHL Express October 2004 - September 2007
Office Depot September 2001 - October 2004
Franklin Templeton Investments December 1997 - September 2001
Skills
Financial Planning, Budget Development, Hyperion, Excel, PowerPoint, Essbase, Hyperion Planning, Financial Analysis
Education
Nova Southeastern University 2005 — 2006
Masters, Finance
Florida Atlantic University 1992 — 1997
BS, Finance
Michael Niewinski's Franklin Templeton Investments Experience January 2008 - December 2008
Job Supply Chain Manager
Industry Hospital & Health Care
Experience
Promise Healthcare January 2015 - Present
Promise Healthcare April 2013 - Present
Promise Healthcare November 2012 - March 2013
Northwestern Mutual January 2011 - April 2011
Franklin Templeton Investments January 2008 - December 2008
Smith Barney April 2007 - August 2007
Skills
Accounting, Financial Analysis, Customer Service, Access, Finance, Microsoft Excel, Microsoft Office, Investments, Budgets, Process Improvement, Strategic Planning, Financial Modeling, Management, Outlook, Payroll, Vendor Management, Sales, Healthcare
Education
Florida Atlantic University
MBA
Florida State University - College of Business
Finance and Real Estate
Promise Healthcare January 2015 - Present
Promise Healthcare April 2013 - Present
Promise Healthcare November 2012 - March 2013
Northwestern Mutual January 2011 - April 2011
Franklin Templeton Investments January 2008 - December 2008
Smith Barney April 2007 - August 2007
Skills
Accounting, Financial Analysis, Customer Service, Access, Finance, Microsoft Excel, Microsoft Office, Investments, Budgets, Process Improvement, Strategic Planning, Financial Modeling, Management, Outlook, Payroll, Vendor Management, Sales, Healthcare
Education
Florida Atlantic University
MBA
Florida State University - College of Business
Finance and Real Estate
Mattia Fattovich's Franklin Templeton Investments Experience November 2004 - March 2009
Job Marketing Analyst at Keiser University
Industry Financial Services
Experience
Keiser University February 2011 - Present
The Pittsburgh Foundation November 2010 - December 2010
Banco Itau Private Bank International January 2010 - April 2010
Franklin Templeton Investments November 2004 - March 2009
Aminofol Inc. March 2002 - September 2004
Salomon Smith Barney September 2001 - December 2001
Education
Florida Atlantic University 2005 — 2008
Master of Business Administration, Finance
Keiser University February 2011 - Present
The Pittsburgh Foundation November 2010 - December 2010
Banco Itau Private Bank International January 2010 - April 2010
Franklin Templeton Investments November 2004 - March 2009
Aminofol Inc. March 2002 - September 2004
Salomon Smith Barney September 2001 - December 2001
Education
Florida Atlantic University 2005 — 2008
Master of Business Administration, Finance
Lisa Bellin's Franklin Templeton Investments Experience April 1996 - March 2009
Job Senior Technical Writer at Wells Fargo Dealer Services
Industry Writing and Editing
Experience
Wells Fargo Dealer Services September 2010 - Present
Franklin Templeton Investments April 1996 - March 2009
IBM Corporation 1983 - 1996
Skills
Content Management, Content Development, Instructional Design, Web Content
Education
Florida International University 1975 — 1978
Bachelor of Arts, English
Wells Fargo Dealer Services September 2010 - Present
Franklin Templeton Investments April 1996 - March 2009
IBM Corporation 1983 - 1996
Skills
Content Management, Content Development, Instructional Design, Web Content
Education
Florida International University 1975 — 1978
Bachelor of Arts, English
Marsha Manoyrine, MBA's Franklin Templeton Investments Experience March 2006 - December 2006
Job Financial Services
Industry Financial Services
Experience
TradeStation Securities December 2012 - Present
Pediatric Associates, Inc. September 2008 - March 2012
Spirit Airlines November 2007 - August 2008
Bank of America April 2007 - November 2007
Franklin Templeton Investments March 2006 - December 2006
Skills
Financial Analysis, Accounting, Finance, Microsoft Excel, Financial Reporting, Team Building, Microsoft Word, Microsoft Office
Education
Nova Southeastern University 2009 — 2011
MBA, Finance, International Relations
Florida International University 2002 — 2005
Bachelor of Business Administration (BBA), Finance
TradeStation Securities December 2012 - Present
Pediatric Associates, Inc. September 2008 - March 2012
Spirit Airlines November 2007 - August 2008
Bank of America April 2007 - November 2007
Franklin Templeton Investments March 2006 - December 2006
Skills
Financial Analysis, Accounting, Finance, Microsoft Excel, Financial Reporting, Team Building, Microsoft Word, Microsoft Office
Education
Nova Southeastern University 2009 — 2011
MBA, Finance, International Relations
Florida International University 2002 — 2005
Bachelor of Business Administration (BBA), Finance
Kim Rampulla's Franklin Templeton Investments Experience May 1998 - April 2004
Job Credit Risk Associate at Dr Pepper Snapple Group
Industry Financial Services
Experience
Dr Pepper Snapple Group April 2014 - Present
Compass Institutional Marketing July 2008 - April 2014
eFunds March 2006 - April 2008
The Mack Group January 2005 - March 2006
Franklin Templeton Investments May 1998 - April 2004
JP Morgan Chase July 1992 - July 1997
Skills
Salesforce.com, Business Development, Customer Service, Account Management, Process Improvement, CRM, Business Analysis, Vendor Management, Management, Contract Negotiation
Education
Florida Atlantic University 1995 — 1997
BA, Business Administration/Management
Dr Pepper Snapple Group April 2014 - Present
Compass Institutional Marketing July 2008 - April 2014
eFunds March 2006 - April 2008
The Mack Group January 2005 - March 2006
Franklin Templeton Investments May 1998 - April 2004
JP Morgan Chase July 1992 - July 1997
Skills
Salesforce.com, Business Development, Customer Service, Account Management, Process Improvement, CRM, Business Analysis, Vendor Management, Management, Contract Negotiation
Education
Florida Atlantic University 1995 — 1997
BA, Business Administration/Management
Michana Pubien's Franklin Templeton Investments Experience May 2007 - May 2009
Job Financial Services Professional
Industry Financial Services
Experience
Franklin Templeton Investments May 2007 - May 2009
Education
Florida State University 2001 — 2005
Bachelors, Finance, Real Estate
Franklin Templeton Investments May 2007 - May 2009
Education
Florida State University 2001 — 2005
Bachelors, Finance, Real Estate
Seejeen Park's Franklin Templeton Investments Experience January 2008 - February 2009
Job Assistant Professor at Kwangwoon University
Industry Public Policy
Experience
Kwangwoon University March 2015 - Present
Florida State University July 2013 - Present
Franklin Templeton Investments January 2008 - February 2009
TongYang Investment Bank January 2007 - January 2008
Skills
Policy Analysis, Public Policy, Quantitative Analytics, SPSS, Program Evaluation
Education
Florida State University 2010 — 2013
PhD, Public Administration
Syracuse University - Maxwell School of Citizenship and Public Affairs 2009 — 2010
MPA
Yonsei University
BA, Business Admistration / Public Administration
Kwangwoon University March 2015 - Present
Florida State University July 2013 - Present
Franklin Templeton Investments January 2008 - February 2009
TongYang Investment Bank January 2007 - January 2008
Skills
Policy Analysis, Public Policy, Quantitative Analytics, SPSS, Program Evaluation
Education
Florida State University 2010 — 2013
PhD, Public Administration
Syracuse University - Maxwell School of Citizenship and Public Affairs 2009 — 2010
MPA
Yonsei University
BA, Business Admistration / Public Administration
Gisela Kruss's Franklin Templeton Investments Experience March 2012 - Present
Job Middle Office Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments March 2012 - Present
Franklin Templeton Investments 2008 - March 2012
Franklin Templeton Investments September 2007 - June 2008
Franklin Templeton Investments March 2007 - September 2007
Franklin Templeton Investments October 2006 - March 2007
Skills
Fixed Income, Bloomberg, Equities, Securities, Mutual Funds, Derivatives, Corporate Actions, Hedge Funds, Financial Markets, Capital Markets, Financial Services, Bonds
Education
Nova Southeastern University 2011 — 2013
Master of Business Administration (MBA), Finance, General
Florida Atlantic University 2004 — 2006
BBA, Economics, Management
Franklin Templeton Investments March 2012 - Present
Franklin Templeton Investments 2008 - March 2012
Franklin Templeton Investments September 2007 - June 2008
Franklin Templeton Investments March 2007 - September 2007
Franklin Templeton Investments October 2006 - March 2007
Skills
Fixed Income, Bloomberg, Equities, Securities, Mutual Funds, Derivatives, Corporate Actions, Hedge Funds, Financial Markets, Capital Markets, Financial Services, Bonds
Education
Nova Southeastern University 2011 — 2013
Master of Business Administration (MBA), Finance, General
Florida Atlantic University 2004 — 2006
BBA, Economics, Management
Maria Jose Bravo, CPA's Franklin Templeton Investments Experience June 2010 - April 2012
Job Vargas, Piedra & Co.
Industry Accounting
Experience
Vargas, Piedra & Co. May 2014 - Present
MEDNAX April 2012 - April 2014
Franklin Templeton Investments June 2010 - April 2012
Grant Thornton LLP January 2007 - June 2010
Skills
Corporate Tax, Tax, Accounting, Tax Returns, Auditing, GAAP, Internal Controls
Education
Florida International University 2005 — 2007
Executive Masters in Taxation, Taxation
Florida International University 1999 — 2003
Bachelors in Accounting and Finance, Accounting and Finance
Vargas, Piedra & Co. May 2014 - Present
MEDNAX April 2012 - April 2014
Franklin Templeton Investments June 2010 - April 2012
Grant Thornton LLP January 2007 - June 2010
Skills
Corporate Tax, Tax, Accounting, Tax Returns, Auditing, GAAP, Internal Controls
Education
Florida International University 2005 — 2007
Executive Masters in Taxation, Taxation
Florida International University 1999 — 2003
Bachelors in Accounting and Finance, Accounting and Finance
Jennifer Eagan's Franklin Templeton Investments Experience April 2004 - Present
Job Business Analyst at Franklin & Associates
Industry Financial Services
Experience
Franklin Templeton Investments April 2004 - Present
Education
Florida Atlantic University 2004 — 2006
BS, Finance
Franklin Templeton Investments April 2004 - Present
Education
Florida Atlantic University 2004 — 2006
BS, Finance
Daren McGovern's Franklin Templeton Investments Experience July 1995 - Present
Job Supervisor Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 1995 - Present
Franklin Templeton Investments March 2000 - October 2002
Franklin Templeton Investments July 1998 - March 2000
Skills
Financial Services, Mutual Funds, Customer Service, Financial Analysis, Risk Management, Securities, Portfolio Management, Insurance, Relationship Management, Investments, Asset Management, Wealth Management, Equities, Vendor Management, Business Analysis, Finance
Education
Florida State University 1988 — 2000
Bachelors, Economics
St. Petersburg College 1986 — 1988
Associate, Business Administration
Franklin Templeton Investments July 1995 - Present
Franklin Templeton Investments March 2000 - October 2002
Franklin Templeton Investments July 1998 - March 2000
Skills
Financial Services, Mutual Funds, Customer Service, Financial Analysis, Risk Management, Securities, Portfolio Management, Insurance, Relationship Management, Investments, Asset Management, Wealth Management, Equities, Vendor Management, Business Analysis, Finance
Education
Florida State University 1988 — 2000
Bachelors, Economics
St. Petersburg College 1986 — 1988
Associate, Business Administration
Lisa Testa's Franklin Templeton Investments Experience December 1997 - April 2011
Job Youth Services Librarian at City of Oakland Park Library
Industry Information Services
Experience
City of Oakland Park Library March 2012 - Present
Self Employed May 2011 - March 2012
Franklin Templeton Investments December 1997 - April 2011
North Regional/Broward College (Broward County) May 1994 - November 1997
Skills
Training, Research, Library, Databases, Quality Assurance, Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Social Media, PowerPoint, Content Management, Editing, Data Analysis
Education
University of South Florida 1990 — 1994
MLIS, Library & Information Science
Florida Atlantic University 1984 — 1988
BA, English
Palm Beach State College 1978 — 1980
AS, Dental Hygiene
City of Oakland Park Library March 2012 - Present
Self Employed May 2011 - March 2012
Franklin Templeton Investments December 1997 - April 2011
North Regional/Broward College (Broward County) May 1994 - November 1997
Skills
Training, Research, Library, Databases, Quality Assurance, Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Social Media, PowerPoint, Content Management, Editing, Data Analysis
Education
University of South Florida 1990 — 1994
MLIS, Library & Information Science
Florida Atlantic University 1984 — 1988
BA, English
Palm Beach State College 1978 — 1980
AS, Dental Hygiene
Jamie Molton's Franklin Templeton Investments Experience February 2012 - Present
Job Sales Assistant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments February 2012 - Present
Education
Florida Southern College 2002 — 2006
Business Administration, Marketing
Franklin Templeton Investments February 2012 - Present
Education
Florida Southern College 2002 — 2006
Business Administration, Marketing
Robert Soto, CPA's Franklin Templeton Investments Experience July 2012 - May 2013
Job Tax Manager at Verdeja, De Armas, & Trujillo, LLP
Industry Accounting
Experience
Verdeja, De Armas & Trujillo, LLP May 2013 - Present
Franklin Templeton Investments July 2012 - May 2013
Deloitte September 2007 - July 2012
Mendez & Company, PA June 2002 - September 2007
Skills
GoSystems, CorpTax, GlobalFx, ProSeries, Superforms, QuickBooks, Microsoft Office, CPA, Corporate Tax, Financial Reporting
Education
Florida International University - College of Business Administration 2012 — 2013
Masters in Accounting, Accounting
Florida International University 2002 — 2007
Bachelor's degree, Accounting
Verdeja, De Armas & Trujillo, LLP May 2013 - Present
Franklin Templeton Investments July 2012 - May 2013
Deloitte September 2007 - July 2012
Mendez & Company, PA June 2002 - September 2007
Skills
GoSystems, CorpTax, GlobalFx, ProSeries, Superforms, QuickBooks, Microsoft Office, CPA, Corporate Tax, Financial Reporting
Education
Florida International University - College of Business Administration 2012 — 2013
Masters in Accounting, Accounting
Florida International University 2002 — 2007
Bachelor's degree, Accounting
Donna Serna's Franklin Templeton Investments Experience January 2011 - July 2012
Job Financial Services Professional
Industry Financial Services
Experience
Franklin Templeton Investments January 2011 - July 2012
AEGON Americas October 2004 - October 2008
Pinellas County Schools January 2003 - June 2004
Allstate Insurance Company May 1997 - January 2003
Skills
Proofreading, Typing, Compliance, Accurate Data Entry, Teaching, PeopleSoft, Outlook, Online Research, Legal Research, Research, Microsoft Excel, PowerPoint, EDGAR filings, EDGAR, SERFF, HTML
Education
Florida State University 2005 — 2007
Master's Degree, Business - Risk Management, Insurance
University of South Florida 2001 — 2003
Bachelor of Science (BS), Elementary Education and Teaching
Franklin Templeton Investments January 2011 - July 2012
AEGON Americas October 2004 - October 2008
Pinellas County Schools January 2003 - June 2004
Allstate Insurance Company May 1997 - January 2003
Skills
Proofreading, Typing, Compliance, Accurate Data Entry, Teaching, PeopleSoft, Outlook, Online Research, Legal Research, Research, Microsoft Excel, PowerPoint, EDGAR filings, EDGAR, SERFF, HTML
Education
Florida State University 2005 — 2007
Master's Degree, Business - Risk Management, Insurance
University of South Florida 2001 — 2003
Bachelor of Science (BS), Elementary Education and Teaching
Jeremy Herrington's Franklin Templeton Investments Experience September 2002 - Present
Job Senior Analyst Middle Office Client Services at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 2002 - Present
Northern Trust Value Investors November 2000 - September 2002
Skills
Financial Analysis, Business Analysis, Investments, Portfolio Management, Analysis, Risk Management, Microsoft Office, Banking, Finance, Equities, Advent
Education
Florida Atlantic University 1997 — 2000
Bachelor’s Degree, Communication and Media Studies
Franklin Templeton Investments September 2002 - Present
Northern Trust Value Investors November 2000 - September 2002
Skills
Financial Analysis, Business Analysis, Investments, Portfolio Management, Analysis, Risk Management, Microsoft Office, Banking, Finance, Equities, Advent
Education
Florida Atlantic University 1997 — 2000
Bachelor’s Degree, Communication and Media Studies
Michael Trupiano's Franklin Templeton Investments Experience June 2012 - Present
Job Pricing Supervisor at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2012 - Present
Education
Florida State University 2004 — 2011
Master’s Degree, Finance, General
Franklin Templeton Investments June 2012 - Present
Education
Florida State University 2004 — 2011
Master’s Degree, Finance, General
Vanguard
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments