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
Anita Leung Anita Leung's Franklin Templeton Investments Experience December 2014 - July 2015
Job Web Designer, Online Marketing Specialist, Entrepreneur
Industry Design
Experience
Woot Web Designs July 2015 - Present
Franklin Templeton Investments December 2014 - July 2015
General Assembly September 2014 - November 2014
NETGEAR June 2012 - August 2014
Avaak May 2011 - July 2012
Avaak May 2010 - February 2012
Skills
Responsive Web Design, SEO, HTML, CSS, User Experience Design, Information Architecture, Wireframes, Usability Testing, Content Strategy, Web Design, Articulating Design..., OmniGraffle, Axure RP, jQuery, User Research, Sketch 3, Photoshop, Troubleshooting, PHP, JavaScript, Web Development
Education
General Assembly 2014 — 2014
User Experience Design Immersive
University of California, San Diego
Bachelor of Science (B.S.), Cognitive Science spec. Neuroscience
Woot Web Designs July 2015 - Present
Franklin Templeton Investments December 2014 - July 2015
General Assembly September 2014 - November 2014
NETGEAR June 2012 - August 2014
Avaak May 2011 - July 2012
Avaak May 2010 - February 2012
Skills
Responsive Web Design, SEO, HTML, CSS, User Experience Design, Information Architecture, Wireframes, Usability Testing, Content Strategy, Web Design, Articulating Design..., OmniGraffle, Axure RP, jQuery, User Research, Sketch 3, Photoshop, Troubleshooting, PHP, JavaScript, Web Development
Education
General Assembly 2014 — 2014
User Experience Design Immersive
University of California, San Diego
Bachelor of Science (B.S.), Cognitive Science spec. Neuroscience
Greg Tomita Greg Tomita's Franklin Templeton Investments Experience January 1997 - May 2003
Job Vice President of Sales and Marketing at Palo Alto Health Sciences, Inc.
Industry Medical Devices
Experience
Palo Alto Health Sciences, Inc. October 2014 - Present
GMT Images July 1992 - Present
Respond Now Marketing May 2010 - Present
Restoration Robotics March 2011 - August 2013
Align Technology, Inc. February 2008 - May 2010
Align Technology May 2003 - February 2008
Franklin Templeton Investments January 1997 - May 2003
Franklin Resources July 1993 - January 1997
Kaplan Test Prep and Admissions September 1991 - July 1993
Skills
Marketing Strategy, Lead Generation, Cross-functional Team..., Product Marketing, Product Launch, Strategic Planning, Integrated Marketing, Digital Marketing, Marketing, Strategy, Social Media Marketing, Marketing Research, Medical Devices, Management, Advertising, Marketing Management, Brand Development, Email Marketing, Public Relations, Digital Media, Start-ups, Leadership, Brand Management, Consumer Advertising, Creative Services, Online Advertising, Sales, Marketing Communications, Product Management, Sales Operations, Salesforce.com, Sales Management, Business Development, Media, Competitive Analysis, Selling, Trade Shows, Budgets, Mobile Devices, Market Development, SEM, SaaS, SEO, CRM
Education
Golden Gate University
Master of Business Administration (M.B.A.), Marketing
University of California, Davis
BS, Managerial Economics
Cupertino High School
Palo Alto Health Sciences, Inc. October 2014 - Present
GMT Images July 1992 - Present
Respond Now Marketing May 2010 - Present
Restoration Robotics March 2011 - August 2013
Align Technology, Inc. February 2008 - May 2010
Align Technology May 2003 - February 2008
Franklin Templeton Investments January 1997 - May 2003
Franklin Resources July 1993 - January 1997
Kaplan Test Prep and Admissions September 1991 - July 1993
Skills
Marketing Strategy, Lead Generation, Cross-functional Team..., Product Marketing, Product Launch, Strategic Planning, Integrated Marketing, Digital Marketing, Marketing, Strategy, Social Media Marketing, Marketing Research, Medical Devices, Management, Advertising, Marketing Management, Brand Development, Email Marketing, Public Relations, Digital Media, Start-ups, Leadership, Brand Management, Consumer Advertising, Creative Services, Online Advertising, Sales, Marketing Communications, Product Management, Sales Operations, Salesforce.com, Sales Management, Business Development, Media, Competitive Analysis, Selling, Trade Shows, Budgets, Mobile Devices, Market Development, SEM, SaaS, SEO, CRM
Education
Golden Gate University
Master of Business Administration (M.B.A.), Marketing
University of California, Davis
BS, Managerial Economics
Cupertino High School
Lei Molly Mok Lei Molly Mok's Franklin Templeton Investments Experience April 2014 - Present
Job Senior Equity Analyst at Franklin Templeton Investment
Industry Investment Management
Experience
Franklin Templeton Investments April 2014 - Present
URS Corporation May 2012 - April 2014
Mah & Associates, LLP June 2008 - May 2012
Asian Art Museum June 2004 - June 2008
Simayof Diamond Cutters and Jewelers February 2003 - June 2004
Skills
Microsoft Excel, Pivot Tables, Vlookup, Microsoft Word, Outlook, Hyperion HFM, JDE Enterprise One, MIP, Lacerte, CCH ProSystem fx, Accounting, Account Reconciliation, SEC Filings, Sarbanes-Oxley Act
Education
Golden Gate University 2000 — 2002
Master of Science, Database Administration and Development
Hawaii Pacific University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Accounting
Franklin Templeton Investments April 2014 - Present
URS Corporation May 2012 - April 2014
Mah & Associates, LLP June 2008 - May 2012
Asian Art Museum June 2004 - June 2008
Simayof Diamond Cutters and Jewelers February 2003 - June 2004
Skills
Microsoft Excel, Pivot Tables, Vlookup, Microsoft Word, Outlook, Hyperion HFM, JDE Enterprise One, MIP, Lacerte, CCH ProSystem fx, Accounting, Account Reconciliation, SEC Filings, Sarbanes-Oxley Act
Education
Golden Gate University 2000 — 2002
Master of Science, Database Administration and Development
Hawaii Pacific University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Accounting
Allan Tagg Allan Tagg's Franklin Templeton Investments Experience January 2015 - Present
Job IT Director at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments January 2015 - Present
TaggTeam Systems February 2014 - Present
Bank of America March 2013 - February 2014
Bank of America September 2001 - March 2013
WR Hambrecht + Co March 2000 - September 2001
Skills
Vendor Management, Banking, Risk Management, Business Analysis, SDLC, Financial Services, Process Improvement, IT Strategy, Portfolio Management, Program Management, Enterprise Architecture, Project Management, Disaster Recovery, Credit Cards, Relationship Management, Telecommunications, Strategy, Management, Data Center, Product Management, Project Portfolio..., IT Management, Project Delivery, ITIL, Team Leadership, Business Process..., Integration, Business Intelligence, Governance, SharePoint, IT Operations, Financial Risk, PMO, Analytics, Change Management, PMP
Education
San Francisco State University, College of Business 1990 — 1993
Bachelor of Science (BS), Computer Science
Moorpark College 1988 — 1990
Associate's degree, General Studies
Fresno Pacific University 1987 — 1988
General Studies
Franklin Templeton Investments January 2015 - Present
TaggTeam Systems February 2014 - Present
Bank of America March 2013 - February 2014
Bank of America September 2001 - March 2013
WR Hambrecht + Co March 2000 - September 2001
Skills
Vendor Management, Banking, Risk Management, Business Analysis, SDLC, Financial Services, Process Improvement, IT Strategy, Portfolio Management, Program Management, Enterprise Architecture, Project Management, Disaster Recovery, Credit Cards, Relationship Management, Telecommunications, Strategy, Management, Data Center, Product Management, Project Portfolio..., IT Management, Project Delivery, ITIL, Team Leadership, Business Process..., Integration, Business Intelligence, Governance, SharePoint, IT Operations, Financial Risk, PMO, Analytics, Change Management, PMP
Education
San Francisco State University, College of Business 1990 — 1993
Bachelor of Science (BS), Computer Science
Moorpark College 1988 — 1990
Associate's degree, General Studies
Fresno Pacific University 1987 — 1988
General Studies
Anna Prescott Anna Prescott's Franklin Templeton Investments Experience April 2015 - Present
Job
Industry Accounting
Experience
Franklin Templeton Investments April 2015 - Present
Oracle-MICROS September 2013 - February 2015
MICROS Systems Inc May 2013 - September 2013
Skills
Tax, Microsoft Excel, Accounting, Corporate Tax, Income Tax, Tax Accounting, Research, International Tax, Tax Preparation, Tax Law, Accounting Applications, Outlook, Microsoft Word, Oracle Applications, Vertex, Financial Accounting, US GAAP, Communication Skills, Organization, Supervisory Skills, Customer Service, Tax Returns, CPA, Account Reconciliation, Bloomberg BNA, OneSource, RIA Checkpoint, Tax Research, Tax Compliance, Sales & Use Tax..., Federal & State Income..., PowerPoint, Tax Analysis
Education
Frederick Community College 2011 — 2013
Certificate, CPA Exam Qualification
Hood College
Bachelor of Science
Franklin Templeton Investments April 2015 - Present
Oracle-MICROS September 2013 - February 2015
MICROS Systems Inc May 2013 - September 2013
Skills
Tax, Microsoft Excel, Accounting, Corporate Tax, Income Tax, Tax Accounting, Research, International Tax, Tax Preparation, Tax Law, Accounting Applications, Outlook, Microsoft Word, Oracle Applications, Vertex, Financial Accounting, US GAAP, Communication Skills, Organization, Supervisory Skills, Customer Service, Tax Returns, CPA, Account Reconciliation, Bloomberg BNA, OneSource, RIA Checkpoint, Tax Research, Tax Compliance, Sales & Use Tax..., Federal & State Income..., PowerPoint, Tax Analysis
Education
Frederick Community College 2011 — 2013
Certificate, CPA Exam Qualification
Hood College
Bachelor of Science
Gregory Hahn Gregory Hahn's Franklin Templeton Investments Experience 2004 - 2008
Job Strategy Consulting
Industry Financial Services
Experience
Wells Fargo March 2010 - Present
TKE Educational Foundation July 2009 - Present
Dukap, Inc. 2008 - 2010
Franklin Templeton Investments 2004 - 2008
Provident Funding Associates L.P. 2002 - 2004
Skills
Investments, Strategy, Financial Modeling, Financial Analysis, Strategic Financial..., Portfolio Management, Mutual Funds, Mergers & Acquisitions, Investment Strategies, Asset Managment, Strategic Planning, Asset Management, Tableau, Risk Management, Analysis, Valuation
Education
University of California, Davis
Bachelors, Managerial Economics
Golden Gate University
Masters, Finance - Corporate Strategy
Wells Fargo March 2010 - Present
TKE Educational Foundation July 2009 - Present
Dukap, Inc. 2008 - 2010
Franklin Templeton Investments 2004 - 2008
Provident Funding Associates L.P. 2002 - 2004
Skills
Investments, Strategy, Financial Modeling, Financial Analysis, Strategic Financial..., Portfolio Management, Mutual Funds, Mergers & Acquisitions, Investment Strategies, Asset Managment, Strategic Planning, Asset Management, Tableau, Risk Management, Analysis, Valuation
Education
University of California, Davis
Bachelors, Managerial Economics
Golden Gate University
Masters, Finance - Corporate Strategy
Dina (Wong) Collins, CFP Dina (Wong) Collins, CFP's Franklin Templeton Investments Experience December 1996 - December 2000
Job Institutional Sales at JPMorgan Securities
Industry Financial Services
Experience
JP Morgan Chase December 2009 - Present
Janus Capital Group September 2003 - December 2009
JPMORGAN April 2001 - August 2003
Paiz Public Relations January 2001 - April 2001
Franklin Templeton Investments December 1996 - December 2000
Franklin Templeton Investments June 1997 - August 1998
Franklin Templeton Investments December 1996 - June 1997
Franklin Templeton Investments February 1995 - December 1996
Skills
Series 7, Securities, Series 63, Fixed Income, Investments, Mutual Funds, Sales
Education
Golden Gate University 2002 — 2004
Graduate Certificate, Financial Planning
University of California, Davis 1987 — 1992
BS, Dietetics
JP Morgan Chase December 2009 - Present
Janus Capital Group September 2003 - December 2009
JPMORGAN April 2001 - August 2003
Paiz Public Relations January 2001 - April 2001
Franklin Templeton Investments December 1996 - December 2000
Franklin Templeton Investments June 1997 - August 1998
Franklin Templeton Investments December 1996 - June 1997
Franklin Templeton Investments February 1995 - December 1996
Skills
Series 7, Securities, Series 63, Fixed Income, Investments, Mutual Funds, Sales
Education
Golden Gate University 2002 — 2004
Graduate Certificate, Financial Planning
University of California, Davis 1987 — 1992
BS, Dietetics
Fritz Evans Fritz Evans's Franklin Templeton Investments Experience March 2000 - May 2002
Job Experienced realtor working with buyers and sellers of waterfront condo's and homes
Industry Real Estate
Experience
Atkinson Realty October 2014 - Present
New York Life Insurance Company May 2006 - December 2011
Franklin Templeton Investments March 2000 - May 2002
Skills
Real Estate, Real Estate Transactions, Waterfront Real Estate, Gulffront Real Estate, BuyersAgent, Condos, Investment Properties, Customer Service, Luxury, Listings, Residential Homes, Buyers, Referrals, First Time Home Buyers, Investments, Property, Selling, Investors, New Homes, Relocation, Foreclosures, REO, Short Sales, New Home Sales, Single Family Homes, Real Property, Buyer Representation, Sellers, FHA, Resellers, HUD, Vacation Homes, Rentals, Townhomes, Relocation Buyers, Property Management, Waterfront, Income Properties, Great Personality, Sales
Education
Southwestern Baptist Theological Seminary 1978 — 1981
43 Hours completed on MRE Degree, Psychology & Counseling
Gardner-Webb University 1976 — 1978
Bachelor's Degree, Psychology
Atkinson Realty October 2014 - Present
New York Life Insurance Company May 2006 - December 2011
Franklin Templeton Investments March 2000 - May 2002
Skills
Real Estate, Real Estate Transactions, Waterfront Real Estate, Gulffront Real Estate, BuyersAgent, Condos, Investment Properties, Customer Service, Luxury, Listings, Residential Homes, Buyers, Referrals, First Time Home Buyers, Investments, Property, Selling, Investors, New Homes, Relocation, Foreclosures, REO, Short Sales, New Home Sales, Single Family Homes, Real Property, Buyer Representation, Sellers, FHA, Resellers, HUD, Vacation Homes, Rentals, Townhomes, Relocation Buyers, Property Management, Waterfront, Income Properties, Great Personality, Sales
Education
Southwestern Baptist Theological Seminary 1978 — 1981
43 Hours completed on MRE Degree, Psychology & Counseling
Gardner-Webb University 1976 — 1978
Bachelor's Degree, Psychology
Kevin Startt ChFC, CLU, CWS, CPCU Kevin Startt ChFC, CLU, CWS, CPCU's Franklin Templeton Investments Experience 1992 - 1995
Job Founder and Financial Steward, Startt Planning, Inc.
Industry Financial Services
Experience
Startt Planning Inc. August 2013 - Present
TCM Securities, Inc August 2013 - Present
Triumph Wealth Advisors, Inc. August 2013 - Present
Retirement Income Network May 2012 - July 2013
Gameplan Financial and Questar Capital 2006 - 2012
Peachtree Settlement Funding 2005 - 2006
Transamerica 2004 - 2005
Ameritas 1999 - 2005
Pershing, a BNY Mellon company-DLJ and DWS 1995 - 1999
Franklin Templeton Investments 1992 - 1995
Skills
Financial wholesaling, Recruiting, National Sales and..., Fixed Annuities, Retirement, Retirement Planning, Insurance, Life Insurance, Strategic Financial..., Wealth Management, Financial Advisory, Mutual Funds, Series 7, Investments, 401k, Long-term Care, Series 63, Financial Services, Term Life Insurance, Sales Management, Public Speaking, Marketing, Sales, Financial Planners, Critical Illness, Wealth, Universal Life, Alternative Investments, Disability Insurance, Asset Allocation, Finance, Investment Advisory, IRAs, Variable Annuities, Securities, Investment Management, Series 6, FINRA, Investment Strategies, Long Term Care Insurance, Series 65, Whole Life, Estate Planning, 401k Rollovers, Roth IRA, Uniform Combined State..., Financial Planning
Education
Troy University and Georgetown University 1976 — 1980
Bachelor’s Degree, Economics; Broadcast Journalism
Georgetown University 1979 — 1979
Bachelor's degree, Economics and Political Science, A
Startt Planning Inc. August 2013 - Present
TCM Securities, Inc August 2013 - Present
Triumph Wealth Advisors, Inc. August 2013 - Present
Retirement Income Network May 2012 - July 2013
Gameplan Financial and Questar Capital 2006 - 2012
Peachtree Settlement Funding 2005 - 2006
Transamerica 2004 - 2005
Ameritas 1999 - 2005
Pershing, a BNY Mellon company-DLJ and DWS 1995 - 1999
Franklin Templeton Investments 1992 - 1995
Skills
Financial wholesaling, Recruiting, National Sales and..., Fixed Annuities, Retirement, Retirement Planning, Insurance, Life Insurance, Strategic Financial..., Wealth Management, Financial Advisory, Mutual Funds, Series 7, Investments, 401k, Long-term Care, Series 63, Financial Services, Term Life Insurance, Sales Management, Public Speaking, Marketing, Sales, Financial Planners, Critical Illness, Wealth, Universal Life, Alternative Investments, Disability Insurance, Asset Allocation, Finance, Investment Advisory, IRAs, Variable Annuities, Securities, Investment Management, Series 6, FINRA, Investment Strategies, Long Term Care Insurance, Series 65, Whole Life, Estate Planning, 401k Rollovers, Roth IRA, Uniform Combined State..., Financial Planning
Education
Troy University and Georgetown University 1976 — 1980
Bachelor’s Degree, Economics; Broadcast Journalism
Georgetown University 1979 — 1979
Bachelor's degree, Economics and Political Science, A
Don Uy-Barreta's Franklin Templeton Investments Experience September 1997 - April 2009
Job Program Chair at University of California Santa Cruz Silicon Valley
Industry Investment Management
Experience
University of California Santa Cruz Silicon Valley June 2014 - Present
Palo Alto University April 2011 - Present
DeAnza College September 2004 - Present
UC Santa Cruz Extension September 1999 - Present
Hult International Business School October 2012 - Present
Notre Dame de Namur University August 2009 - May 2014
Palo Alto University / Pacific Graduate School of Psychology September 2011 - August 2013
UC Berkeley Extension January 2010 - January 2013
SRI International August 2010 - September 2010
Franklin Templeton Investments September 1997 - April 2009
Skills
Analysis, Customer Service, Data Analysis, Economics, English, Finance, Financial Analysis, Higher Education, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Portfolio Management, PowerPoint, Public Speaking, Research, Social Media, Statistics, Teaching
Education
Golden Gate University 2006 — 2009
M.B.A. - Candidate, Finance
Golden Gate University 1996 — 1999
M.S., Economics
University of California, Santa Cruz 1992 — 1996
B.A., Economics
University of California Santa Cruz Silicon Valley June 2014 - Present
Palo Alto University April 2011 - Present
DeAnza College September 2004 - Present
UC Santa Cruz Extension September 1999 - Present
Hult International Business School October 2012 - Present
Notre Dame de Namur University August 2009 - May 2014
Palo Alto University / Pacific Graduate School of Psychology September 2011 - August 2013
UC Berkeley Extension January 2010 - January 2013
SRI International August 2010 - September 2010
Franklin Templeton Investments September 1997 - April 2009
Skills
Analysis, Customer Service, Data Analysis, Economics, English, Finance, Financial Analysis, Higher Education, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Portfolio Management, PowerPoint, Public Speaking, Research, Social Media, Statistics, Teaching
Education
Golden Gate University 2006 — 2009
M.B.A. - Candidate, Finance
Golden Gate University 1996 — 1999
M.S., Economics
University of California, Santa Cruz 1992 — 1996
B.A., Economics
Jean-Baptiste (Jibé) TRAHIN Jean-Baptiste (Jibé) TRAHIN's Franklin Templeton Investments Experience October 2010 - November 2011
Job Product Growth Associate at Twenty20 Inc.
Industry Information Technology and Services
Experience
Twenty20 Inc. September 2015 - Present
Simplon.co May 2015 - Present
DENORMALISE November 2013 - May 2015
French Tech Hub December 2011 - November 2013
Franklin Templeton Investments October 2010 - November 2011
Skills
New Business Development, Business Analysis, Financial Analysis, Financial Reporting, Sales Management, MS Office Suite, Excel, Business Planning, Financial Management, Analysis, International Business, Business Strategy, Strategic Planning, Marketing Strategy, Customer Relations, Market Research, Market Analysis, Account Management, Entrepreneurship, Business Development, Marketing, Strategy, Start-ups, Sales, Lead Generation, Analytics, International Marketing, International Sales, Management, Marketing Research, Project Management, Product Marketing, Leadership, Salesforce.com, Online Marketing, International Trade, Social Media Marketing, Global Business..., Online Advertising, B2B, Marketing Management, Strategic Partnerships, Microsoft Office, Microsoft Excel, French
Education
Free Code Camp 2015 — 2016
Certificate in Full Stack Web Development, Computer Software Engineering
Simplon.co 2015 — 2015
Certificate in Web Development, Computer Software Engineering
European School of Advanced Management 2009 — 2011
Master's Degree, Finance
San Francisco State University, College of Business 2009 — 2010
Study Abroad Exchange Program
European School of Advanced Management 2006 — 2009
Bachelor's Degree, Business Administration
Externat des Enfants Nantais 2003 — 2006
Scientific Baccalaureate, Mathematics
Twenty20 Inc. September 2015 - Present
Simplon.co May 2015 - Present
DENORMALISE November 2013 - May 2015
French Tech Hub December 2011 - November 2013
Franklin Templeton Investments October 2010 - November 2011
Skills
New Business Development, Business Analysis, Financial Analysis, Financial Reporting, Sales Management, MS Office Suite, Excel, Business Planning, Financial Management, Analysis, International Business, Business Strategy, Strategic Planning, Marketing Strategy, Customer Relations, Market Research, Market Analysis, Account Management, Entrepreneurship, Business Development, Marketing, Strategy, Start-ups, Sales, Lead Generation, Analytics, International Marketing, International Sales, Management, Marketing Research, Project Management, Product Marketing, Leadership, Salesforce.com, Online Marketing, International Trade, Social Media Marketing, Global Business..., Online Advertising, B2B, Marketing Management, Strategic Partnerships, Microsoft Office, Microsoft Excel, French
Education
Free Code Camp 2015 — 2016
Certificate in Full Stack Web Development, Computer Software Engineering
Simplon.co 2015 — 2015
Certificate in Web Development, Computer Software Engineering
European School of Advanced Management 2009 — 2011
Master's Degree, Finance
San Francisco State University, College of Business 2009 — 2010
Study Abroad Exchange Program
European School of Advanced Management 2006 — 2009
Bachelor's Degree, Business Administration
Externat des Enfants Nantais 2003 — 2006
Scientific Baccalaureate, Mathematics
David Luria's Franklin Templeton Investments Experience March 2015 - Present
Job Research Associate, Fixed Income Portfolio Management at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments March 2015 - Present
Franklin Templeton Investments March 2013 - February 2015
Florida State University August 2011 - May 2012
Florida State University August 2011 - May 2012
Bennett Group Financial Services, LLC June 2010 - August 2010
Skills
Asset Allocation, Bloomberg Terminal, Investments, Economics, Research, Securities, Portfolio Management, Training, Quantitative Analytics, Financial Analysis, Leadership, Bloomberg, Valuation, Financial Modeling, Fixed Income
Education
Florida State University - College of Business 2011 — 2012
Master of Science, Finance
Florida State University - College of Business 2007 — 2011
BA, Finance, Economics
Franklin Templeton Investments March 2015 - Present
Franklin Templeton Investments March 2013 - February 2015
Florida State University August 2011 - May 2012
Florida State University August 2011 - May 2012
Bennett Group Financial Services, LLC June 2010 - August 2010
Skills
Asset Allocation, Bloomberg Terminal, Investments, Economics, Research, Securities, Portfolio Management, Training, Quantitative Analytics, Financial Analysis, Leadership, Bloomberg, Valuation, Financial Modeling, Fixed Income
Education
Florida State University - College of Business 2011 — 2012
Master of Science, Finance
Florida State University - College of Business 2007 — 2011
BA, Finance, Economics
Amy Gillingwater Amy Gillingwater's Franklin Templeton Investments Experience January 1998 - January 2000
Job Business Systems Analyst at Harris (Veterans Health Administration)
Industry Information Technology and Services
Experience
Harris Corporation July 2011 - Present
LuLaRoe by Gilly June 2014 - Present
Blue Shield of California March 2009 - June 2011
Hewlett-Packard 2008 - 2009
State Street 2008 - 2008
Wachovia September 2003 - December 2007
Intel January 2002 - September 2003
Bravanta January 2000 - December 2001
Franklin Templeton Investments January 1998 - January 2000
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Analysis, Systems Analysis, Integration, Business Requirements, Software Project..., Visio, Software Documentation, Business Process, Business Process..., Access, SharePoint, PMP, EDI, Veterans Affairs, EHR, HL7, Healthcare Information...
Education
Sonoma State University 1990 — 1995
Bachelor's Degree, Liberal Studies (Hutchins School) & B.A. in History
Folsom Lake College
Associate's Degree, Metal and Jewelry Arts (in process)
Harris Corporation July 2011 - Present
LuLaRoe by Gilly June 2014 - Present
Blue Shield of California March 2009 - June 2011
Hewlett-Packard 2008 - 2009
State Street 2008 - 2008
Wachovia September 2003 - December 2007
Intel January 2002 - September 2003
Bravanta January 2000 - December 2001
Franklin Templeton Investments January 1998 - January 2000
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Analysis, Systems Analysis, Integration, Business Requirements, Software Project..., Visio, Software Documentation, Business Process, Business Process..., Access, SharePoint, PMP, EDI, Veterans Affairs, EHR, HL7, Healthcare Information...
Education
Sonoma State University 1990 — 1995
Bachelor's Degree, Liberal Studies (Hutchins School) & B.A. in History
Folsom Lake College
Associate's Degree, Metal and Jewelry Arts (in process)
Shane Schofield, CIMA®, MBA Shane Schofield, CIMA®, MBA's Franklin Templeton Investments Experience April 2011 - May 2015
Job National Director, Senior Vice President at LaSalle Investment Management
Industry Financial Services
Experience
LaSalle Investment Management, a Jones Lang LaSalle company June 2015 - Present
Franklin Templeton Investments April 2011 - May 2015
Hines Real Estate Investments October 2010 - April 2011
American Funds November 2000 - October 2010
Putnam Investments August 1995 - November 2000
MainStay Mutual Funds February 1995 - August 1995
Van Kampen Merritt July 1993 - December 1994
Skills
Mentoring, Team Leadership, Strategic Planning, Alternative Investments, Real Estate Investment, Series 7, Series 63, Investments, Asset Management, Asset Managment, Financial Advisory, Mutual Funds, Retirement Planning, Fixed Income, Variable Annuities, Risk Management, Asset Allocation, Securities, Wealth Management, Separately Managed..., Investment Advisory, Portfolio Management, Investment Properties, Investment Strategies, Investment Management, 401k, Financial Services, Series 6, Hedge Funds, Series 65, FINRA, Equities, ETFs, Series 24
Education
Georgia State University - J. Mack Robinson College of Business
MBA, Management
The Wharton School, University of Pennsylvania
University of Georgia - Terry College of Business
BBA, Finance - Securities Analysis
LaSalle Investment Management, a Jones Lang LaSalle company June 2015 - Present
Franklin Templeton Investments April 2011 - May 2015
Hines Real Estate Investments October 2010 - April 2011
American Funds November 2000 - October 2010
Putnam Investments August 1995 - November 2000
MainStay Mutual Funds February 1995 - August 1995
Van Kampen Merritt July 1993 - December 1994
Skills
Mentoring, Team Leadership, Strategic Planning, Alternative Investments, Real Estate Investment, Series 7, Series 63, Investments, Asset Management, Asset Managment, Financial Advisory, Mutual Funds, Retirement Planning, Fixed Income, Variable Annuities, Risk Management, Asset Allocation, Securities, Wealth Management, Separately Managed..., Investment Advisory, Portfolio Management, Investment Properties, Investment Strategies, Investment Management, 401k, Financial Services, Series 6, Hedge Funds, Series 65, FINRA, Equities, ETFs, Series 24
Education
Georgia State University - J. Mack Robinson College of Business
MBA, Management
The Wharton School, University of Pennsylvania
University of Georgia - Terry College of Business
BBA, Finance - Securities Analysis
Matthew Fronczke Matthew Fronczke's Franklin Templeton Investments Experience April 2011 - December 2013
Job Director
Industry Financial Services
Experience
kasina January 2014 - Present
Franklin Templeton Investments April 2011 - December 2013
Franklin Templeton Investments June 2010 - February 2011
Franklin Templeton Investments January 2008 - June 2010
Citrix Systems June 2004 - June 2006
MCG Capital Corporation June 2003 - May 2004
Skills
Asset Managment, Investments, Portfolio Management, Risk Management, Mutual Funds, Investment Strategies, Analysis, Mergers, Financial Services, Management, Business Development, Program Management, Alternative Investments, Fixed Income, Hedge Funds, Equities, Financial Modeling, Capital Markets, Valuation, CRM, Finance
Education
Webster Graduate School 2006 — 2007
M.B.A., emphasis Finance
Georgetown University 2000 — 2004
B.A., Economics
kasina January 2014 - Present
Franklin Templeton Investments April 2011 - December 2013
Franklin Templeton Investments June 2010 - February 2011
Franklin Templeton Investments January 2008 - June 2010
Citrix Systems June 2004 - June 2006
MCG Capital Corporation June 2003 - May 2004
Skills
Asset Managment, Investments, Portfolio Management, Risk Management, Mutual Funds, Investment Strategies, Analysis, Mergers, Financial Services, Management, Business Development, Program Management, Alternative Investments, Fixed Income, Hedge Funds, Equities, Financial Modeling, Capital Markets, Valuation, CRM, Finance
Education
Webster Graduate School 2006 — 2007
M.B.A., emphasis Finance
Georgetown University 2000 — 2004
B.A., Economics
Kelly Blackman's Franklin Templeton Investments Experience January 2008 - January 2009
Job Business Development Manager at Amazon
Industry Information Technology and Services
Experience
Amazon August 2015 - Present
Zuora April 2014 - August 2015
PeopleMatter May 2013 - April 2014
PeopleMatter January 2013 - May 2013
Forward March 2011 - January 2013
Forward May 2009 - May 2011
Franklin Templeton Investments January 2008 - January 2009
Transamerica Capital September 2006 - September 2007
Skills
Mutual Funds, Finance, Lead Generation, Separately Managed..., Alternative Investments, Wealth Management, Investments, Asset Allocation, Asset Managment, Series 7, Portfolio Management, Fixed Income, Equities, Hedge Funds, Asset Management, Selling, Sales, SaaS, Applicant Tracking..., HR Software, HR Consulting, Software Solution Sales, Series 63, Management, CRM, Sales Operations, Relationship Management, Financial Services, Salesforce.com
Education
Georgia Southern University - College of Business Administration 2002 — 2006
BBA, Finance
Amazon August 2015 - Present
Zuora April 2014 - August 2015
PeopleMatter May 2013 - April 2014
PeopleMatter January 2013 - May 2013
Forward March 2011 - January 2013
Forward May 2009 - May 2011
Franklin Templeton Investments January 2008 - January 2009
Transamerica Capital September 2006 - September 2007
Skills
Mutual Funds, Finance, Lead Generation, Separately Managed..., Alternative Investments, Wealth Management, Investments, Asset Allocation, Asset Managment, Series 7, Portfolio Management, Fixed Income, Equities, Hedge Funds, Asset Management, Selling, Sales, SaaS, Applicant Tracking..., HR Software, HR Consulting, Software Solution Sales, Series 63, Management, CRM, Sales Operations, Relationship Management, Financial Services, Salesforce.com
Education
Georgia Southern University - College of Business Administration 2002 — 2006
BBA, Finance
Boris Dubrovsky, CIM's Franklin Templeton Investments Experience September 2008 - June 2011
Job Financial Planner Investment and Retirement Planning at BMO Financial Group
Industry Financial Services
Experience
MD Physician Services August 2011 - June 2013
TD Securities February 2011 - August 2011
Franklin Templeton Investments September 2008 - June 2011
Scotiabank June 2007 - September 2008
Skills
Strategic Financial..., Mutual Funds, Finance, Bloomberg, Portfolio Management, Financial Analysis, Customer Service, Fixed Income, Wealth Management, Investments, Equities, Sales Presentations, Financial Statements, Investment Strategies, Analysis, Hedge Funds, Securities, Capital Markets, Investment Management, ETFs, Financial Planners, Financial Planning
Education
Certified Managment Accountants of Ontario 2010 — 2012
CPA CMA, CMA
Canadian Securities Institute 2008 — 2009
CIM- Canadian Investment Manager, CSC, CPH, CIM designation
George Brown College 2003 — 2007
Bachelor of Applied Business (B.A.B.), Accounting and Finance
MD Physician Services August 2011 - June 2013
TD Securities February 2011 - August 2011
Franklin Templeton Investments September 2008 - June 2011
Scotiabank June 2007 - September 2008
Skills
Strategic Financial..., Mutual Funds, Finance, Bloomberg, Portfolio Management, Financial Analysis, Customer Service, Fixed Income, Wealth Management, Investments, Equities, Sales Presentations, Financial Statements, Investment Strategies, Analysis, Hedge Funds, Securities, Capital Markets, Investment Management, ETFs, Financial Planners, Financial Planning
Education
Certified Managment Accountants of Ontario 2010 — 2012
CPA CMA, CMA
Canadian Securities Institute 2008 — 2009
CIM- Canadian Investment Manager, CSC, CPH, CIM designation
George Brown College 2003 — 2007
Bachelor of Applied Business (B.A.B.), Accounting and Finance
Christine Bruno Christine Bruno's Franklin Templeton Investments Experience August 1998 - December 2000
Job Sales and Marketing Program Manager Helping Organizations Successfully Deliver High Profile and Impactful Programs
Industry Financial Services
Experience
BlackRock June 2010 - February 2012
Barclays Global Investors, iShares December 2008 - June 2010
Barclays Global Investors, iShares January 2001 - December 2008
Franklin Templeton Investments August 1998 - December 2000
Skills
Loyalty Program..., Program Management, Training Program..., Curriculum Development, Content Creation, Client Relationship..., Client Engagement, Customer Experience, Client Services, Process Improvement, Training & Development, Collaborative, ETFs, Presentation Development, Investment Management
Education
Golden Gate University 2000 — 2002
Masters, Finance
Sonoma State University 1994 — 1998
BS Business Administration, Finance
Woodside High School
BlackRock June 2010 - February 2012
Barclays Global Investors, iShares December 2008 - June 2010
Barclays Global Investors, iShares January 2001 - December 2008
Franklin Templeton Investments August 1998 - December 2000
Skills
Loyalty Program..., Program Management, Training Program..., Curriculum Development, Content Creation, Client Relationship..., Client Engagement, Customer Experience, Client Services, Process Improvement, Training & Development, Collaborative, ETFs, Presentation Development, Investment Management
Education
Golden Gate University 2000 — 2002
Masters, Finance
Sonoma State University 1994 — 1998
BS Business Administration, Finance
Woodside High School
Adam Gorlyn Adam Gorlyn's Franklin Templeton Investments Experience March 2010 - Present
Job Solutions Portfolio Manager at Franklin Templeton
Industry Investment Management
Experience
Multi-Asset Investment Solutions January 2011 - Present
Franklin Templeton Investments March 2010 - Present
Franklin Templeton Investments January 2007 - February 2010
RBS Greenwich Capital 2005 - 2007
Citigroup 1997 - 2005
Skills
Fixed Income, Emerging Markets, Asset Management, Bloomberg, Investment Strategies, Institutional, Asset Allocation, Investment Advisory, Credit, Investments, Asset Managment, Portfolio Management, Institutional..., Alternative Investments, Hedge Funds, Macroeconomics, Mutual Funds, Foreign Exchange, Capital Markets, Equities
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick
Multi-Asset Investment Solutions January 2011 - Present
Franklin Templeton Investments March 2010 - Present
Franklin Templeton Investments January 2007 - February 2010
RBS Greenwich Capital 2005 - 2007
Citigroup 1997 - 2005
Skills
Fixed Income, Emerging Markets, Asset Management, Bloomberg, Investment Strategies, Institutional, Asset Allocation, Investment Advisory, Credit, Investments, Asset Managment, Portfolio Management, Institutional..., Alternative Investments, Hedge Funds, Macroeconomics, Mutual Funds, Foreign Exchange, Capital Markets, Equities
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick
Paul Batarseh Paul Batarseh's Franklin Templeton Investments Experience June 2007 - March 2009
Job Sales Consultant at Hyundai of New Port Richey
Industry Automotive
Experience
Hyundai of New Port Richey March 2013 - Present
RAMM Marketing & Design January 2009 - March 2013
LightPort, Inc. January 2010 - January 2011
Franklin Templeton Investments June 2007 - March 2009
More Space Place Inc March 2002 - March 2005
Skills
Graphic Design, Social Media, Logo Design, Web Design, Photography, Marketing, Editing, Direct Mail, Start-ups, Public Speaking, Sales, Customer Service, Social Media Marketing, Nonprofits, Brand Development, Advertising, Fundraising, Management
Education
Full Sail University 2012 — 2013
Master of Fine Arts (MFA), Media Design, GPA: 4.0
Roberts Wesleyan College 1992 — 1994
BA, Philosphy and Religion, GPA: 3.87
Hyundai of New Port Richey March 2013 - Present
RAMM Marketing & Design January 2009 - March 2013
LightPort, Inc. January 2010 - January 2011
Franklin Templeton Investments June 2007 - March 2009
More Space Place Inc March 2002 - March 2005
Skills
Graphic Design, Social Media, Logo Design, Web Design, Photography, Marketing, Editing, Direct Mail, Start-ups, Public Speaking, Sales, Customer Service, Social Media Marketing, Nonprofits, Brand Development, Advertising, Fundraising, Management
Education
Full Sail University 2012 — 2013
Master of Fine Arts (MFA), Media Design, GPA: 4.0
Roberts Wesleyan College 1992 — 1994
BA, Philosphy and Religion, GPA: 3.87
Brian Kelleher Brian Kelleher's Franklin Templeton Investments Experience May 2008 - November 2008
Job
Industry Investment Management
Experience
PIMCO April 2011 - Present
ETF Securities, LLC May 2009 - April 2011
Franklin Templeton Investments May 2008 - November 2008
J&W Seligman March 2003 - May 2008
J&W Seligman September 2002 - March 2003
J&W Seligman June 2000 - September 2002
J. & W. Seligman & Co, Inc. August 1998 - June 2000
Skills
Portfolio Management, Business Development, Mutual Funds, Asset Managment, Retirement, Series 7, Hedge Funds, Equities, Alternative Investments, Investments, Fixed Income, Capital Markets
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Georgetown University 1994 — 1998
Bachelor of Arts (B.A.)
UNSW Australia 1997 — 1997
PIMCO April 2011 - Present
ETF Securities, LLC May 2009 - April 2011
Franklin Templeton Investments May 2008 - November 2008
J&W Seligman March 2003 - May 2008
J&W Seligman September 2002 - March 2003
J&W Seligman June 2000 - September 2002
J. & W. Seligman & Co, Inc. August 1998 - June 2000
Skills
Portfolio Management, Business Development, Mutual Funds, Asset Managment, Retirement, Series 7, Hedge Funds, Equities, Alternative Investments, Investments, Fixed Income, Capital Markets
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Georgetown University 1994 — 1998
Bachelor of Arts (B.A.)
UNSW Australia 1997 — 1997
Rosemary Vergara's Franklin Templeton Investments Experience January 2007 - May 2009
Job Advertising and Campaign
Industry Marketing and Advertising
Experience
Franklin Templeton Investments January 2007 - May 2009
Excel Funds Management Inc. March 2005 - January 2007
Bank of Montreal January 2003 - August 2004
Bank of Montreal February 2001 - January 2003
Bank of Montreal February 2000 - February 2001
Bank of Montreal August 1998 - February 2000
Skills
Marketing, Advertising, Marketing Communications, CRM, Marketing Strategy, Sales
Education
George Brown College 2004 — 2005
Post Graduate Certificate, Business Marketing Analysis
University of Guelph 1995 — 1999
B.A., Sociology
Franklin Templeton Investments January 2007 - May 2009
Excel Funds Management Inc. March 2005 - January 2007
Bank of Montreal January 2003 - August 2004
Bank of Montreal February 2001 - January 2003
Bank of Montreal February 2000 - February 2001
Bank of Montreal August 1998 - February 2000
Skills
Marketing, Advertising, Marketing Communications, CRM, Marketing Strategy, Sales
Education
George Brown College 2004 — 2005
Post Graduate Certificate, Business Marketing Analysis
University of Guelph 1995 — 1999
B.A., Sociology
Andrew Patton Andrew Patton's Franklin Templeton Investments Experience 1994 - 2005
Job MultiFamily (Apartments) Deal Sponsor, Investor & Asset Manager
Industry Real Estate
Experience
Antrim Properties, LLC August 2011 - Present
Willow Creek Properties, Inc. 2005 - July 2011
Franklin Templeton Investments 1994 - 2005
Skills
Project Management, Management, Investments, Financial Analysis, Budgets, Short Sales, Investment Properties, Real Estate, Project Planning, Asset Management
Education
Golden Gate University 1996 — 1997
Master of Business Administration (MBA), Finance, General
Antrim Properties, LLC August 2011 - Present
Willow Creek Properties, Inc. 2005 - July 2011
Franklin Templeton Investments 1994 - 2005
Skills
Project Management, Management, Investments, Financial Analysis, Budgets, Short Sales, Investment Properties, Real Estate, Project Planning, Asset Management
Education
Golden Gate University 1996 — 1997
Master of Business Administration (MBA), Finance, General
Jason Breese Jason Breese's Franklin Templeton Investments Experience January 2009 - Present
Job Senior Systems Analyst at Franklin Templeton
Industry Financial Services
Experience
Franklin Templeton Investments January 2009 - Present
Franklin Templeton Investments May 1998 - January 2009
Franklin Templeton Investments July 1996 - May 1998
Franklin Templeton Investments February 1995 - July 1996
Resolution Trust Corporation May 1992 - August 1994
Skills
IT Management, Business Analysis, Incident Management, Product Management, Solution Architecture, IT Operations, System Administration, Infrastructure, Storage, Customer Service, Software Project..., Visio
Education
University of Tampa - John H. Sykes College of Business 2007 — 2010
MBA, Finance
Florida State University - College of Business 1987 — 1991
Bachelor of Science, Finance
Franklin Templeton Investments January 2009 - Present
Franklin Templeton Investments May 1998 - January 2009
Franklin Templeton Investments July 1996 - May 1998
Franklin Templeton Investments February 1995 - July 1996
Resolution Trust Corporation May 1992 - August 1994
Skills
IT Management, Business Analysis, Incident Management, Product Management, Solution Architecture, IT Operations, System Administration, Infrastructure, Storage, Customer Service, Software Project..., Visio
Education
University of Tampa - John H. Sykes College of Business 2007 — 2010
MBA, Finance
Florida State University - College of Business 1987 — 1991
Bachelor of Science, Finance
Chad Bostak, MBA's Franklin Templeton Investments Experience March 2008 - September 2011
Job Capital Markets Compliance Officer Testing Program at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey March 2015 - Present
Financial Industry Regulatory Authority September 2011 - March 2015
Franklin Templeton Investments March 2008 - September 2011
Florida Highway Patrol August 2007 - September 2011
Franklin Templeton Investments July 2004 - March 2008
Franklin Templeton Investments July 2003 - July 2004
Franklin Templeton Investments July 2001 - July 2003
Skills
Mutual Funds, AML, Securities, Investments, Equities, Trading, Series 6, Alternative Investments, Financial Services, Financial Analysis, Business Analysis, Wealth Management, Investment Strategies, Asset Managment, Financial Modeling, Strategic Financial..., Investment Advisory, Business Strategy, Finance, Analysis, Financial Markets, Internal Audit, Fixed Income, Risk Management, Portfolio Management, Asset Management, Financial Risk, FINRA, Relationship Management, Internal Controls, Hedge Funds, Financial Reporting, Asset Allocation
Education
University of Phoenix 2003 — 2005
M.B.A., Global Management
Florida State University - College of Business 1997 — 2001
B.S., Finance/ Minor - Communications
SunTrust Robinson Humphrey March 2015 - Present
Financial Industry Regulatory Authority September 2011 - March 2015
Franklin Templeton Investments March 2008 - September 2011
Florida Highway Patrol August 2007 - September 2011
Franklin Templeton Investments July 2004 - March 2008
Franklin Templeton Investments July 2003 - July 2004
Franklin Templeton Investments July 2001 - July 2003
Skills
Mutual Funds, AML, Securities, Investments, Equities, Trading, Series 6, Alternative Investments, Financial Services, Financial Analysis, Business Analysis, Wealth Management, Investment Strategies, Asset Managment, Financial Modeling, Strategic Financial..., Investment Advisory, Business Strategy, Finance, Analysis, Financial Markets, Internal Audit, Fixed Income, Risk Management, Portfolio Management, Asset Management, Financial Risk, FINRA, Relationship Management, Internal Controls, Hedge Funds, Financial Reporting, Asset Allocation
Education
University of Phoenix 2003 — 2005
M.B.A., Global Management
Florida State University - College of Business 1997 — 2001
B.S., Finance/ Minor - Communications
Kate Greenough's Franklin Templeton Investments Experience 1996 - Present
Job Director Sales Support Americas at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 1996 - Present
Skills
Series 63, Series 7, Mutual Funds, Series 24, Corporate Actions, Series 6, Financial Analysis, Fixed Annuities, Alternative Investments, Separately Managed..., Equities, Asset Allocation, Wealth Management, Finance, Securities, Due Diligence, Asset Management, Financial Services, Investments, Retirement, Series 65, Capital Markets, Financial Modeling, FINRA, Fixed Income, Hedge Funds, Relationship Management, Investment Management, Bonds, Bloomberg, ETFs
Education
Florida State University - College of Business 1992 — 1996
Franklin Templeton Investments 1996 - Present
Skills
Series 63, Series 7, Mutual Funds, Series 24, Corporate Actions, Series 6, Financial Analysis, Fixed Annuities, Alternative Investments, Separately Managed..., Equities, Asset Allocation, Wealth Management, Finance, Securities, Due Diligence, Asset Management, Financial Services, Investments, Retirement, Series 65, Capital Markets, Financial Modeling, FINRA, Fixed Income, Hedge Funds, Relationship Management, Investment Management, Bonds, Bloomberg, ETFs
Education
Florida State University - College of Business 1992 — 1996
Jakov Stipanov, CFA Jakov Stipanov, CFA's Franklin Templeton Investments Experience August 2010 - Present
Job Research Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2010 - Present
Systematic Financial January 2002 - October 2009
Stein Roe Investment Council January 1996 - December 2001
Scudder Investments 1994 - 1995
Skills
Equities, Bloomberg, Equity Research, Asset Managment, Financial Modeling, Investments, Portfolio Management, Alternative Investments, Investment Strategies, Valuation, Asset Allocation, Hedge Funds, Mutual Funds, Capital Markets, Fixed Income, Series 7, Series 63, Investment Management, Equity Valuation, Bloomberg Terminal, Securities
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
Montclair State University 1989 — 1994
BS, Finance
Franklin Templeton Investments August 2010 - Present
Systematic Financial January 2002 - October 2009
Stein Roe Investment Council January 1996 - December 2001
Scudder Investments 1994 - 1995
Skills
Equities, Bloomberg, Equity Research, Asset Managment, Financial Modeling, Investments, Portfolio Management, Alternative Investments, Investment Strategies, Valuation, Asset Allocation, Hedge Funds, Mutual Funds, Capital Markets, Fixed Income, Series 7, Series 63, Investment Management, Equity Valuation, Bloomberg Terminal, Securities
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
Montclair State University 1989 — 1994
BS, Finance
Sophia Trevil Sophia Trevil's Franklin Templeton Investments Experience December 2005 - April 2009
Job Results driven Marketing Strategist & Innovator
Industry Marketing and Advertising
Experience
Integrated Merchandising Systems, LLC March 2015 - September 2015
Findly Talent LLC July 2014 - January 2015
RaceTrac Petroleum August 2012 - October 2013
RaceTrac Petroleum June 2012 - August 2012
The Home Depot December 2011 - April 2012
BPI group September 2011 - November 2011
Keller Williams Realty April 2007 - November 2010
Franklin Templeton Investments December 2005 - April 2009
Skills
Marketing Strategy, Event Management, Promotions, Social Media, Negotiation, Customer Service, PowerPoint, Excel, Account Management, Event Planning, Marketing Communications, Word, Microsoft Excel, Marketing, Microsoft Word, Human Resources, Sales, Retail, CRM, Project Management, Management
Education
Baruch College- CUNY2003 1998 — 2002
Bachelor, Business Administration - Marketing Management
Georgia State University 1997 — 1998
Marketing
Integrated Merchandising Systems, LLC March 2015 - September 2015
Findly Talent LLC July 2014 - January 2015
RaceTrac Petroleum August 2012 - October 2013
RaceTrac Petroleum June 2012 - August 2012
The Home Depot December 2011 - April 2012
BPI group September 2011 - November 2011
Keller Williams Realty April 2007 - November 2010
Franklin Templeton Investments December 2005 - April 2009
Skills
Marketing Strategy, Event Management, Promotions, Social Media, Negotiation, Customer Service, PowerPoint, Excel, Account Management, Event Planning, Marketing Communications, Word, Microsoft Excel, Marketing, Microsoft Word, Human Resources, Sales, Retail, CRM, Project Management, Management
Education
Baruch College- CUNY2003 1998 — 2002
Bachelor, Business Administration - Marketing Management
Georgia State University 1997 — 1998
Marketing
Anthony Iessi, CPA Anthony Iessi, CPA's Franklin Templeton Investments Experience January 2015 - Present
Job DirectorGlobal Analytics at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments January 2015 - Present
Forum Partners Investment Management LLC July 2008 - December 2014
Invesco Private Capital, Inc. (Invesco) May 2006 - July 2008
Poseidon Resources Corporation (now Poseidon Water) May 1997 - May 2006
Verizon (formerly NYNEX Corporation) September 1990 - May 1997
KPMG July 1988 - September 1990
Skills
Private Equity, Hedge Funds, Alternative Investments, Fund Administration, Investments, Financial Modeling, Due Diligence, Capital Markets, Valuation, Asset Managment, Equities, Series 7, Investment Banking, Securities, Mergers, Fixed Income, Investment Management, Asset Management, Professional Services, Team Leadership
Education
Fordham Gabelli School of Business 1991 — 1995
MBA, Finance
Iona College 1984 — 1988
BBA, Accounting
Franklin Templeton Investments January 2015 - Present
Forum Partners Investment Management LLC July 2008 - December 2014
Invesco Private Capital, Inc. (Invesco) May 2006 - July 2008
Poseidon Resources Corporation (now Poseidon Water) May 1997 - May 2006
Verizon (formerly NYNEX Corporation) September 1990 - May 1997
KPMG July 1988 - September 1990
Skills
Private Equity, Hedge Funds, Alternative Investments, Fund Administration, Investments, Financial Modeling, Due Diligence, Capital Markets, Valuation, Asset Managment, Equities, Series 7, Investment Banking, Securities, Mergers, Fixed Income, Investment Management, Asset Management, Professional Services, Team Leadership
Education
Fordham Gabelli School of Business 1991 — 1995
MBA, Finance
Iona College 1984 — 1988
BBA, Accounting
Natalie Carron's Franklin Templeton Investments Experience May 2002 - August 2005
Job Providing Organizational Support to Nonprofit Clients
Industry Nonprofit Organization Management
Experience
Carron Integrated Services July 2015 - Present
Sudden Money Institute January 2013 - 2015
Quantum House March 2011 - February 2013
American Cancer Society May 2009 - February 2011
The Leukemia & Lymphoma Society January 2007 - May 2009
Franklin Templeton Investments May 2002 - August 2005
Skills
Fundraising, Non-profits, Event Management, Event Planning, Volunteer Management, Marketing, Community Development, Social Media, Customer Service, Nonprofits, Grant Writing, Management, Strategic Planning, Media Relations, Public Speaking, Public Relations, Community Outreach, Marketing Communications, Social Media Marketing, Training, Team Building, Leadership, Social Networking, Press Releases, Strategic Communications, Sponsorship, Advertising, Newsletters, Small Business
Education
Florida State University - College of Business 1998 — 2002
Bachelors, Management, Finance, Psychology
Carron Integrated Services July 2015 - Present
Sudden Money Institute January 2013 - 2015
Quantum House March 2011 - February 2013
American Cancer Society May 2009 - February 2011
The Leukemia & Lymphoma Society January 2007 - May 2009
Franklin Templeton Investments May 2002 - August 2005
Skills
Fundraising, Non-profits, Event Management, Event Planning, Volunteer Management, Marketing, Community Development, Social Media, Customer Service, Nonprofits, Grant Writing, Management, Strategic Planning, Media Relations, Public Speaking, Public Relations, Community Outreach, Marketing Communications, Social Media Marketing, Training, Team Building, Leadership, Social Networking, Press Releases, Strategic Communications, Sponsorship, Advertising, Newsletters, Small Business
Education
Florida State University - College of Business 1998 — 2002
Bachelors, Management, Finance, Psychology
Colleen Dean's Franklin Templeton Investments Experience July 2002 - August 2006
Job VP, Fund Accounting at PIMCO
Industry Financial Services
Experience
PIMCO May 2013 - Present
Cohen & Steers August 2006 - May 2013
Franklin Templeton Investments July 2002 - August 2006
Office Depot June 2000 - June 2002
Education
Florida State University - College of Business 1998 — 2002
BA, Accounting
Nova Southeastern University 2002 — 2004
MBA, Business Adminstration
Nova Southeastern University 2006 — 2008
Masters, Accounting
PIMCO May 2013 - Present
Cohen & Steers August 2006 - May 2013
Franklin Templeton Investments July 2002 - August 2006
Office Depot June 2000 - June 2002
Education
Florida State University - College of Business 1998 — 2002
BA, Accounting
Nova Southeastern University 2002 — 2004
MBA, Business Adminstration
Nova Southeastern University 2006 — 2008
Masters, Accounting
John P. Hornbostel John P. Hornbostel's Franklin Templeton Investments Experience October 2014 - Present
Job Associate General Counsel at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments October 2014 - Present
K2 Advisors (a Franklin Templeton Investments company) July 2010 - Present
PineBridge Investments (formerly AIG Investments) 2004 - July 2010
AIG December 1997 - 2004
White & Case 1988 - 1997
Skills
Hedge Funds, Transactional, Joint Ventures, Investments, Leveraged Finance, Emerging Markets, Securities, Mergers, Securities Regulation, Asset Managment, Fixed Income, Investment Strategies, Asset Management, Financial Services, Investment Management, Mergers & Acquisitions, Alternative Investments, Derivatives, Fund Of Funds, Structured Finance, Investor Relations, Bloomberg, Acquisitions, Private Equity, Mutual Funds, Project Finance, Funding
Education
Fordham University School of Law 1985 — 1987
Juris Doctor (J.D.)
Middlebury College 1981 — 1984
BA
Darien High School
Franklin Templeton Investments October 2014 - Present
K2 Advisors (a Franklin Templeton Investments company) July 2010 - Present
PineBridge Investments (formerly AIG Investments) 2004 - July 2010
AIG December 1997 - 2004
White & Case 1988 - 1997
Skills
Hedge Funds, Transactional, Joint Ventures, Investments, Leveraged Finance, Emerging Markets, Securities, Mergers, Securities Regulation, Asset Managment, Fixed Income, Investment Strategies, Asset Management, Financial Services, Investment Management, Mergers & Acquisitions, Alternative Investments, Derivatives, Fund Of Funds, Structured Finance, Investor Relations, Bloomberg, Acquisitions, Private Equity, Mutual Funds, Project Finance, Funding
Education
Fordham University School of Law 1985 — 1987
Juris Doctor (J.D.)
Middlebury College 1981 — 1984
BA
Darien High School
Thomas Lawder Thomas Lawder's Franklin Templeton Investments Experience May 2007 - Present
Job Director Corporate Finance & Treasury at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments May 2007 - Present
Societe Generale June 2003 - May 2007
Constellation Financial Management August 1995 - May 2003
Skills
Corporate Finance &...
Education
Fordham University 1981 — 1984
Master of Arts (M.A.), Economics
Franklin Templeton Investments May 2007 - Present
Societe Generale June 2003 - May 2007
Constellation Financial Management August 1995 - May 2003
Skills
Corporate Finance &...
Education
Fordham University 1981 — 1984
Master of Arts (M.A.), Economics
Cesar Blengino Cesar Blengino's Franklin Templeton Investments Experience February 2015 - Present
Job Middle Office Specialist at Mellon Capital
Industry Financial Services
Experience
Franklin Templeton Investments February 2015 - Present
Mellon Capital September 2013 - January 2015
Charles Schwab Investment Management December 2010 - January 2013
Charles Schwab & Co. July 2008 - December 2010
Charles Schwab & Co. 2000 - 2008
Charles Schwab & Co. 1996 - 2000
Education
Golden Gate University
Masters of Science in Finance
St. Mary's College of California
Bachelor of Arts (B.A.), Business/Commerce, General
Franklin Templeton Investments February 2015 - Present
Mellon Capital September 2013 - January 2015
Charles Schwab Investment Management December 2010 - January 2013
Charles Schwab & Co. July 2008 - December 2010
Charles Schwab & Co. 2000 - 2008
Charles Schwab & Co. 1996 - 2000
Education
Golden Gate University
Masters of Science in Finance
St. Mary's College of California
Bachelor of Arts (B.A.), Business/Commerce, General
Ryan H. Dunham, CPA Ryan H. Dunham, CPA's Franklin Templeton Investments Experience December 2008 - June 2011
Job Fund Controller at Khronos LLC
Industry Financial Services
Experience
Khronos LLC July 2015 - Present
United Capital Markets January 2014 - July 2015
Kaufman Rossin Fund Services August 2012 - January 2014
Merrill Lynch July 2011 - August 2012
Franklin Templeton Investments December 2008 - June 2011
Franklin Templeton Investments May 2007 - December 2008
Franklin Templeton Investments September 2004 - May 2007
Franklin Templeton Investments June 2003 - September 2004
Franklin Templeton Investments July 2002 - June 2003
Skills
Fund Accounting, Mutual Funds, Investments, Strategy, Hedge Funds, Private Equity, Visual Basic, C++, C#, Visual Studio, Alternative Investments, Asset Management, Bloomberg, Corporate Actions, Equities, Finance, Financial Analysis, Financial Reporting, Fixed Income, Portfolio Management
Education
Nova Southeastern University 2007 — 2011
MBA, Business Administration
Western New Mexico University 1998 — 2001
BBA, Accounting
Broward College
Computer Programming
Garden City Community College 1997 — 1998
Accounting
Khronos LLC July 2015 - Present
United Capital Markets January 2014 - July 2015
Kaufman Rossin Fund Services August 2012 - January 2014
Merrill Lynch July 2011 - August 2012
Franklin Templeton Investments December 2008 - June 2011
Franklin Templeton Investments May 2007 - December 2008
Franklin Templeton Investments September 2004 - May 2007
Franklin Templeton Investments June 2003 - September 2004
Franklin Templeton Investments July 2002 - June 2003
Skills
Fund Accounting, Mutual Funds, Investments, Strategy, Hedge Funds, Private Equity, Visual Basic, C++, C#, Visual Studio, Alternative Investments, Asset Management, Bloomberg, Corporate Actions, Equities, Finance, Financial Analysis, Financial Reporting, Fixed Income, Portfolio Management
Education
Nova Southeastern University 2007 — 2011
MBA, Business Administration
Western New Mexico University 1998 — 2001
BBA, Accounting
Broward College
Computer Programming
Garden City Community College 1997 — 1998
Accounting
Leonard Van Ryn Leonard Van Ryn's Franklin Templeton Investments Experience 2007 - Present
Job Senior Technology Auditor at Franklin Templeton
Industry Computer & Network Security
Experience
Franklin Templeton Investments 2007 - Present
ISACA Sacramento Chapter 2004 - 2008
Bureau of State Audits 2000 - 2007
Van Ryn Trucking 1980 - 2000
Skills
Auditing, IT Audit, CISA, CISSP, Internal Audit, Data Analysis, Security, Audit, Internal Controls, Enterprise Risk..., Governance, Information Security..., Change Management, Risk Management, Sarbanes-Oxley Act, Business Continuity, Risk Assessment, ISO 27001
Education
Golden Gate University 2003 — 2005
MS, Digital Security
University of San Diego 1999 — 2000
BA, Economics
Franklin Templeton Investments 2007 - Present
ISACA Sacramento Chapter 2004 - 2008
Bureau of State Audits 2000 - 2007
Van Ryn Trucking 1980 - 2000
Skills
Auditing, IT Audit, CISA, CISSP, Internal Audit, Data Analysis, Security, Audit, Internal Controls, Enterprise Risk..., Governance, Information Security..., Change Management, Risk Management, Sarbanes-Oxley Act, Business Continuity, Risk Assessment, ISO 27001
Education
Golden Gate University 2003 — 2005
MS, Digital Security
University of San Diego 1999 — 2000
BA, Economics
Jean O'Connell Jean O'Connell's Franklin Templeton Investments Experience April 2013 - November 2013
Job Senior Marketing Professional
Industry Financial Services
Experience
Wells Fargo September 2012 - February 2015
Franklin Templeton Investments April 2013 - November 2013
iShares 2009 - 2011
Wells Fargo 2007 - 2009
Wells Fargo Advisors 2004 - 2007
Wells Fargo 1996 - 2004
Skills
Digital Marketing, SEM, Strategy, Integrated Marketing, Online Marketing, Marketing Strategy, Product Management, Lead Generation, Financial Services, Multi-channel Marketing, Management, Marketing, Analytics, Marketing Communications, Copywriting, Product Marketing, Advertising, Direct Marketing, B2B
Education
Golden Gate University
Master of Business Administration (MBA), Marketing
Platt College
Certificate, Graphic Design
San Francisco State University, College of Business
Bachelor of Science (B.S.), Marketing
Wells Fargo September 2012 - February 2015
Franklin Templeton Investments April 2013 - November 2013
iShares 2009 - 2011
Wells Fargo 2007 - 2009
Wells Fargo Advisors 2004 - 2007
Wells Fargo 1996 - 2004
Skills
Digital Marketing, SEM, Strategy, Integrated Marketing, Online Marketing, Marketing Strategy, Product Management, Lead Generation, Financial Services, Multi-channel Marketing, Management, Marketing, Analytics, Marketing Communications, Copywriting, Product Marketing, Advertising, Direct Marketing, B2B
Education
Golden Gate University
Master of Business Administration (MBA), Marketing
Platt College
Certificate, Graphic Design
San Francisco State University, College of Business
Bachelor of Science (B.S.), Marketing
Benjamin Belieu Benjamin Belieu's Franklin Templeton Investments Experience June 2013 - December 2013
Job Investment Product Marketing Professional
Industry Investment Management
Experience
The TCW Group October 2014 - Present
Cushman & Wakefield May 2014 - August 2014
Franklin Templeton Investments June 2013 - December 2013
Lion Global Investors Limited September 2011 - June 2013
UPFRONT MEDIA August 2010 - June 2011
NTUC Income April 2010 - July 2010
LG Electronics January 2009 - February 2009
AEGON Industrial Securities Fund Management Company Ltd. October 2008 - December 2008
Skills
Analytical Skills, Data Analysis, Market Research, Strategic Planning, Analytics, Project Management, Marketing Research, Digital Marketing, Account Management, Analysis, Business Development, Product Marketing, Product Design, Product Development, Research, Business Strategy, Entrepreneurship, Management, Mutual Funds, Investment Management, Investments, Institutional..., RFP, RFP Generation, RFP Design, Writing, Proposal Writing, Report Writing, Pitch Books, Due Diligence, RFI, Financial Analysis, Statistical Data..., Bloomberg, Morningstar, Morningstar Direct, Thomson One Analytics, Fixed Income, Equities, Alternative Investments, Derivatives, Economics, Accounting, Financial Accounting, Financial Statements, Financial Statement..., Pro Forma Development, Microsoft Excel, People Skills, Cross-cultural Teams
Education
Fudan University 2008 — 2009
Master of Business Administration (MBA)
Korea University 2008 — 2009
Master of Business Administration (MBA)
National University of Singapore 2008 — 2009
S3 ASIA MBA, Asian Business
University of Washington 2003 — 2005
BA, Psychology
The TCW Group October 2014 - Present
Cushman & Wakefield May 2014 - August 2014
Franklin Templeton Investments June 2013 - December 2013
Lion Global Investors Limited September 2011 - June 2013
UPFRONT MEDIA August 2010 - June 2011
NTUC Income April 2010 - July 2010
LG Electronics January 2009 - February 2009
AEGON Industrial Securities Fund Management Company Ltd. October 2008 - December 2008
Skills
Analytical Skills, Data Analysis, Market Research, Strategic Planning, Analytics, Project Management, Marketing Research, Digital Marketing, Account Management, Analysis, Business Development, Product Marketing, Product Design, Product Development, Research, Business Strategy, Entrepreneurship, Management, Mutual Funds, Investment Management, Investments, Institutional..., RFP, RFP Generation, RFP Design, Writing, Proposal Writing, Report Writing, Pitch Books, Due Diligence, RFI, Financial Analysis, Statistical Data..., Bloomberg, Morningstar, Morningstar Direct, Thomson One Analytics, Fixed Income, Equities, Alternative Investments, Derivatives, Economics, Accounting, Financial Accounting, Financial Statements, Financial Statement..., Pro Forma Development, Microsoft Excel, People Skills, Cross-cultural Teams
Education
Fudan University 2008 — 2009
Master of Business Administration (MBA)
Korea University 2008 — 2009
Master of Business Administration (MBA)
National University of Singapore 2008 — 2009
S3 ASIA MBA, Asian Business
University of Washington 2003 — 2005
BA, Psychology
Jorge Ibarguen's Franklin Templeton Investments Experience September 2007 - August 2008
Job Senior Loan Technician II at UAMC
Industry Financial Services
Experience
UAMC March 2013 - Present
Franklin Templeton Investments September 2007 - August 2008
Education
Florida State University - College of Business
Bachelor’s Degree, Finance and Financial Management Services
UAMC March 2013 - Present
Franklin Templeton Investments September 2007 - August 2008
Education
Florida State University - College of Business
Bachelor’s Degree, Finance and Financial Management Services
Micheal Burns Micheal Burns's Franklin Templeton Investments Experience March 2010 - Present
Job Iinformation Systems Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments March 2010 - Present
IBM Canada September 2006 - March 2010
Kelly Services Canada Ltd. assigned to IBM Canada. October 2003 - September 2006
Seneca College September 1998 - December 2002
University of Toronto October 2001 - September 2002
DeVita Associates February 1997 - October 2001
Skills
Team Leadership, Customer Service, IT Service Management, Data Center, Business Analysis, High Severity Incident..., Problem Management, Change Management, Disaster Recovery, ITIL, Troubleshooting, Servers, Operating Systems, Service Delivery, Linux, Microsoft Office, Vendor Management, IT Management
Education
George Brown College 1992 — 1993
Associate's Degree, Office Equipment Servicing
Franklin Templeton Investments March 2010 - Present
IBM Canada September 2006 - March 2010
Kelly Services Canada Ltd. assigned to IBM Canada. October 2003 - September 2006
Seneca College September 1998 - December 2002
University of Toronto October 2001 - September 2002
DeVita Associates February 1997 - October 2001
Skills
Team Leadership, Customer Service, IT Service Management, Data Center, Business Analysis, High Severity Incident..., Problem Management, Change Management, Disaster Recovery, ITIL, Troubleshooting, Servers, Operating Systems, Service Delivery, Linux, Microsoft Office, Vendor Management, IT Management
Education
George Brown College 1992 — 1993
Associate's Degree, Office Equipment Servicing
Michael Murphy Michael Murphy's Franklin Templeton Investments Experience June 2012 - August 2012
Job Content Specialist & Optimization
Industry Internet
Experience
Raptr January 2015 - Present
AppLovin October 2013 - August 2014
Outsell, Inc. September 2012 - April 2013
Franklin Templeton Investments June 2012 - August 2012
Olin College of Engineering August 2011 - May 2012
National Science Foundation June 2010 - July 2010
Mike Murphy June 2009 - August 2009
OnLive June 2008 - August 2008
Skills
Matlab, Research, Engineering, Analytics, Project Management, Data Analysis, Solidworks, Microsoft Office, Public Speaking, Training, Photoshop, C++, Product Management, Analysis, Drawing, Entrepreneurship, Management, Robotics, Microsoft Excel, Ruby on Rails, Simulink, Java, Product Development, PowerPoint, Windows, SQL, Microsoft Word, Business Analysis, Excel, Problem Solving, Mathematics, Python, Strategy, Start-ups, Consulting, Marketing, Social Media, Networking, Social Networking, Advertising, Writing, Teaching, Leadership, HTML, Mobile Devices, Event Planning, Market Research, Program Management, Social Media Marketing, Business Planning
Education
Franklin W. Olin College of Engineering 2008 — 2012
Bachelor of Science in Electricial and Computer Engineering, Engineering and Project Management
Stanford University Graduate School of Business 2011 — 2011
Summer program- Summer Institute for General Management, SIGM program
Sacred Heart Preparatory, Atherton, CA 2004 — 2008
Honors and Advanced Placement Courses (AP), General Education (Honors Program), 4.4 Weighted GPA
The Nueva School, Hillsborough, CA 2001 — 2004
General Education
Stanford Continuing Studies
Creative Writing
Raptr January 2015 - Present
AppLovin October 2013 - August 2014
Outsell, Inc. September 2012 - April 2013
Franklin Templeton Investments June 2012 - August 2012
Olin College of Engineering August 2011 - May 2012
National Science Foundation June 2010 - July 2010
Mike Murphy June 2009 - August 2009
OnLive June 2008 - August 2008
Skills
Matlab, Research, Engineering, Analytics, Project Management, Data Analysis, Solidworks, Microsoft Office, Public Speaking, Training, Photoshop, C++, Product Management, Analysis, Drawing, Entrepreneurship, Management, Robotics, Microsoft Excel, Ruby on Rails, Simulink, Java, Product Development, PowerPoint, Windows, SQL, Microsoft Word, Business Analysis, Excel, Problem Solving, Mathematics, Python, Strategy, Start-ups, Consulting, Marketing, Social Media, Networking, Social Networking, Advertising, Writing, Teaching, Leadership, HTML, Mobile Devices, Event Planning, Market Research, Program Management, Social Media Marketing, Business Planning
Education
Franklin W. Olin College of Engineering 2008 — 2012
Bachelor of Science in Electricial and Computer Engineering, Engineering and Project Management
Stanford University Graduate School of Business 2011 — 2011
Summer program- Summer Institute for General Management, SIGM program
Sacred Heart Preparatory, Atherton, CA 2004 — 2008
Honors and Advanced Placement Courses (AP), General Education (Honors Program), 4.4 Weighted GPA
The Nueva School, Hillsborough, CA 2001 — 2004
General Education
Stanford Continuing Studies
Creative Writing
Priyanka Advani Priyanka Advani's Franklin Templeton Investments Experience October 2014 - Present
Job Digital Marketing Professional
Industry Investment Management
Experience
Franklin Templeton Investments October 2014 - Present
Franklin Templeton Investments April 2014 - September 2014
Franklin Templeton Investments July 2012 - March 2014
Culture Kitchen October 2011 - June 2012
Jivox July 2009 - August 2009
Trust for Museum Exhibitions January 2009 - May 2009
Jivox June 2008 - August 2008
Skills
Leadership, International Relations, Spanish, Research, Event Planning, Nonprofits, Social Media, Data Analysis, Fundraising, Project Management, Public Speaking, Team Building, Adobe Creative Suite, Microsoft Office, Editing, Interview Preparation, Community Outreach, Non-profits, Content Syndication, Content Partnerships, Third Party Vendor..., Strategic Partnerships
Education
Georgetown University 2007 — 2011
BSFS, International Affairs
Pinewood 2003 — 2007
High School
Franklin Templeton Investments October 2014 - Present
Franklin Templeton Investments April 2014 - September 2014
Franklin Templeton Investments July 2012 - March 2014
Culture Kitchen October 2011 - June 2012
Jivox July 2009 - August 2009
Trust for Museum Exhibitions January 2009 - May 2009
Jivox June 2008 - August 2008
Skills
Leadership, International Relations, Spanish, Research, Event Planning, Nonprofits, Social Media, Data Analysis, Fundraising, Project Management, Public Speaking, Team Building, Adobe Creative Suite, Microsoft Office, Editing, Interview Preparation, Community Outreach, Non-profits, Content Syndication, Content Partnerships, Third Party Vendor..., Strategic Partnerships
Education
Georgetown University 2007 — 2011
BSFS, International Affairs
Pinewood 2003 — 2007
High School
Marci Binion, APA Marci Binion, APA's Franklin Templeton Investments Experience 1998 - 2008
Job Director of Retirement Plan Operations at Hanson McClain Advisors
Industry Financial Services
Experience
*** November 2012 - Present
Franklin Templeton Investments 1998 - 2008
Skills
ERISA, Mutual Funds, Financial Services, Series 6, 401k, Pensions, Investments, Series 63, Series 7, Retirement, Asset Allocation, Securities, Wealth Management, Investment Advisory, FINRA, Fixed Annuities, Investment Strategies, Financial Advisory, Investment Management, IRAs, Employee Benefits, Life Insurance, Insurance
Education
National Institute of Pension Administrators 1990 — 2014
Accredited Pension Administrator, ERISA compliance and administration, Pass
Clovis West High School
Fresno City College
*** November 2012 - Present
Franklin Templeton Investments 1998 - 2008
Skills
ERISA, Mutual Funds, Financial Services, Series 6, 401k, Pensions, Investments, Series 63, Series 7, Retirement, Asset Allocation, Securities, Wealth Management, Investment Advisory, FINRA, Fixed Annuities, Investment Strategies, Financial Advisory, Investment Management, IRAs, Employee Benefits, Life Insurance, Insurance
Education
National Institute of Pension Administrators 1990 — 2014
Accredited Pension Administrator, ERISA compliance and administration, Pass
Clovis West High School
Fresno City College
Adrian Rahardja Adrian Rahardja's Franklin Templeton Investments Experience March 2000 - February 2011
Job Manager, Project Management Office (PMO) at Informatica
Industry Information Technology and Services
Experience
Informatica April 2015 - Present
Twilio, Inc. September 2014 - April 2015
Informatica February 2011 - September 2014
Franklin Templeton Investments March 2000 - February 2011
TenFold August 1998 - March 2000
Prudential Securities August 1997 - August 1998
Skills
Business Intelligence, Analytics, Data Warehousing, SDLC, Salesforce.com, Business Analysis, Microstrategy, Project Management, Change Management, Cloud Computing, Software Project..., Process Improvement, Requirements Analysis, Financial Analysis, Tableau, Anaplan, Management, Enterprise Software, CRM
Education
Harvard University 1995 — 1997
Bachelor, Economics & Finance, 3.56
Foothill College 1993 — 1995
Informatica April 2015 - Present
Twilio, Inc. September 2014 - April 2015
Informatica February 2011 - September 2014
Franklin Templeton Investments March 2000 - February 2011
TenFold August 1998 - March 2000
Prudential Securities August 1997 - August 1998
Skills
Business Intelligence, Analytics, Data Warehousing, SDLC, Salesforce.com, Business Analysis, Microstrategy, Project Management, Change Management, Cloud Computing, Software Project..., Process Improvement, Requirements Analysis, Financial Analysis, Tableau, Anaplan, Management, Enterprise Software, CRM
Education
Harvard University 1995 — 1997
Bachelor, Economics & Finance, 3.56
Foothill College 1993 — 1995
Bernadette Marino Bernadette Marino's Franklin Templeton Investments Experience 2004 - 2008
Job Manager, Logistics and Operations ECommerce at Macy's
Industry Financial Services
Experience
Franklin Templeton Investments 2004 - 2008
Franklin Templeton Investments 1995 - 2004
Franklin Templeton Investments 1992 - 1995
Skills
Mutual Funds, Financial Services, Investments, Banking, Securities, Business Analysis, Management, Project Management, SDLC, Process Improvement, Visio, Vendor Management, Strategy, Leadership, Customer Service, Budgets
Education
Folsom Lake College 2008 — 2013
Associate of Arts (AA), Child Development
Franklin Templeton Investments 2004 - 2008
Franklin Templeton Investments 1995 - 2004
Franklin Templeton Investments 1992 - 1995
Skills
Mutual Funds, Financial Services, Investments, Banking, Securities, Business Analysis, Management, Project Management, SDLC, Process Improvement, Visio, Vendor Management, Strategy, Leadership, Customer Service, Budgets
Education
Folsom Lake College 2008 — 2013
Associate of Arts (AA), Child Development
Irene Butler Irene Butler's Franklin Templeton Investments Experience April 2015 - Present
Job Sales Associate Franklin Templeton Investments
Industry Marketing and Advertising
Experience
Franklin Templeton Investments April 2015 - Present
Franklin Templeton Investments October 2014 - April 2015
Franklin Templeton Investments May 2013 - August 2013
Freedom Alliance May 2011 - August 2011
Michael Kors May 2010 - January 2011
Stride Rite May 2008 - August 2008
Skills
Research, Public Affairs, Public Policy, Marketing Communications, Financial Analysis, Proposal Writing, News Writing, Grant Writing, Facebook
Education
Furman University 2010 — 2014
Bachelor of Arts (B.A.), Sociology, Dean's List
Foxcroft School 2006 — 2010
High School Diploma
Franklin Templeton Investments April 2015 - Present
Franklin Templeton Investments October 2014 - April 2015
Franklin Templeton Investments May 2013 - August 2013
Freedom Alliance May 2011 - August 2011
Michael Kors May 2010 - January 2011
Stride Rite May 2008 - August 2008
Skills
Research, Public Affairs, Public Policy, Marketing Communications, Financial Analysis, Proposal Writing, News Writing, Grant Writing, Facebook
Education
Furman University 2010 — 2014
Bachelor of Arts (B.A.), Sociology, Dean's List
Foxcroft School 2006 — 2010
High School Diploma
Jonathan Cannito Jonathan Cannito's Franklin Templeton Investments Experience June 2014 - March 2015
Job Senior Data Production Specialist at Fiduciary Trust Company International
Industry Financial Services
Experience
Fiduciary Trust Company International August 2015 - Present
Fiduciary Trust Company International March 2015 - August 2015
Franklin Templeton Investments June 2014 - March 2015
Franklin Templeton Investments January 2014 - March 2015
Franklin Templeton Investments October 2012 - December 2013
Staples June 2012 - October 2012
Staples July 2011 - June 2012
Christ Church Episcopal September 2009 - May 2011
Furman University April 2009 - May 2011
Skills
PowerPoint, SharePoint Designer, Microsoft Word, Microsoft Excel, Norton Utilities, Customer Satisfaction, Leadership, Sales, Time Management, Management, Research, Data Analysis, Microsoft Office, Customer Service, Project Management, Training, Public Speaking
Education
Furman University 2007 — 2011
Bachelor of Arts, Economics
Cannon 2005 — 2007
Fiduciary Trust Company International August 2015 - Present
Fiduciary Trust Company International March 2015 - August 2015
Franklin Templeton Investments June 2014 - March 2015
Franklin Templeton Investments January 2014 - March 2015
Franklin Templeton Investments October 2012 - December 2013
Staples June 2012 - October 2012
Staples July 2011 - June 2012
Christ Church Episcopal September 2009 - May 2011
Furman University April 2009 - May 2011
Skills
PowerPoint, SharePoint Designer, Microsoft Word, Microsoft Excel, Norton Utilities, Customer Satisfaction, Leadership, Sales, Time Management, Management, Research, Data Analysis, Microsoft Office, Customer Service, Project Management, Training, Public Speaking
Education
Furman University 2007 — 2011
Bachelor of Arts, Economics
Cannon 2005 — 2007
Emily Ho's Franklin Templeton Investments Experience June 2013 - September 2013
Job Connect[in] Talent with Opportunity!
Industry Internet
Experience
LinkedIn Corporation September 2014 - Present
Facebook July 2014 - August 2014
California State Controller's Office April 2014 - July 2014
University of California, Davis - Design Computer Studios June 2013 - June 2014
Internal Revenue Service January 2013 - April 2014
University of California, Davis - Accounting & Financial Services June 2012 - April 2014
Franklin Templeton Investments June 2013 - September 2013
Morgan Stanley September 2012 - December 2012
UC Davis - Internship and Career Center January 2012 - July 2012
Davis Waldorf School October 2011 - January 2012
Skills
Microsoft Office, Scheduling Management, Google Sites, Jobvite, Social Networking, Social Media, Outlook, Event Planning, Customer Service, Interviews, Sourcing, PowerPoint, Microsoft Excel, Research, Microsoft Word, Editing, Facebook, Data Entry, Data Analysis, Management, Gmail, Google Docs, Taleo Recruiting, QuickBooks, Onboarding, Help Desk Support
Education
UC Davis 2009 — 2014
Bachelor of Science (B.S.), Managerial Economics
Foothill College
Silver Creek High School 2007 — 2009
Diploma
Notre Dame High School - San Jose 2005 — 2007
LinkedIn Corporation September 2014 - Present
Facebook July 2014 - August 2014
California State Controller's Office April 2014 - July 2014
University of California, Davis - Design Computer Studios June 2013 - June 2014
Internal Revenue Service January 2013 - April 2014
University of California, Davis - Accounting & Financial Services June 2012 - April 2014
Franklin Templeton Investments June 2013 - September 2013
Morgan Stanley September 2012 - December 2012
UC Davis - Internship and Career Center January 2012 - July 2012
Davis Waldorf School October 2011 - January 2012
Skills
Microsoft Office, Scheduling Management, Google Sites, Jobvite, Social Networking, Social Media, Outlook, Event Planning, Customer Service, Interviews, Sourcing, PowerPoint, Microsoft Excel, Research, Microsoft Word, Editing, Facebook, Data Entry, Data Analysis, Management, Gmail, Google Docs, Taleo Recruiting, QuickBooks, Onboarding, Help Desk Support
Education
UC Davis 2009 — 2014
Bachelor of Science (B.S.), Managerial Economics
Foothill College
Silver Creek High School 2007 — 2009
Diploma
Notre Dame High School - San Jose 2005 — 2007
Bernadette Birung Bernadette Birung's Franklin Templeton Investments Experience 1995 - 1998
Job CSS at Great West Life and Fitness Instructor at Wynn Fitness Downtown Toronto
Industry Financial Services
Experience
Wynn Fitness - Downtown Toronto November 2013 - Present
Great-West Life May 2011 - Present
Bomb Wellness October 2011 - September 2013
RBC Dexia Shareholder Services October 2010 - February 2011
CIBC Mellon Global Securities Services Co. (Felcom Data Services) November 2006 - October 2010
Fidelity Investments January 1998 - November 2006
Franklin Templeton Investments 1995 - 1998
Skills
Customer Oriented, Mutual Funds, Office Administration, Accurate Record Keeping, Broker-Dealer, Fitness Training, Financial Services, Time Management, Customer Service, Training, Relationship Management, Coaching, Team Leadership
Education
Innternational Foundation of Employee Benefit Plans 2014 — 2014
Retirement Plan, RPA Primer – completed and passed from June to November 2014
Technological Institute of the Philippines 1987 — 1993
Bachelor of Architecture (B.Arch.), Bachelor of Science of Architecture
George Brown College
Wynn Fitness - Downtown Toronto November 2013 - Present
Great-West Life May 2011 - Present
Bomb Wellness October 2011 - September 2013
RBC Dexia Shareholder Services October 2010 - February 2011
CIBC Mellon Global Securities Services Co. (Felcom Data Services) November 2006 - October 2010
Fidelity Investments January 1998 - November 2006
Franklin Templeton Investments 1995 - 1998
Skills
Customer Oriented, Mutual Funds, Office Administration, Accurate Record Keeping, Broker-Dealer, Fitness Training, Financial Services, Time Management, Customer Service, Training, Relationship Management, Coaching, Team Leadership
Education
Innternational Foundation of Employee Benefit Plans 2014 — 2014
Retirement Plan, RPA Primer – completed and passed from June to November 2014
Technological Institute of the Philippines 1987 — 1993
Bachelor of Architecture (B.Arch.), Bachelor of Science of Architecture
George Brown College
Isaac Fontaine IV Isaac Fontaine IV's Franklin Templeton Investments Experience August 2014 - Present
Job Senior Accounting and Finance Professional
Industry Accounting
Experience
Franklin Templeton Investments August 2014 - Present
CohnReznick LLP January 2009 - August 2014
CohnReznick LLP July 2007 - December 2008
National Basketball Association July 1997 - June 2007
Memphis Grizzlies January 2003 - April 2003
Skills
Tax Preparation, Tax Accounting, Corporate Tax, Tax Returns, Tax Research, Partnership Taxation, Income Tax, Tax, US GAAP, International Tax, Tax Advisory, Financial Statements, State Tax, Finance, Accounting
Education
Washington State University - College of Business and Economics
Bachelor of Arts in Business Administration, Management and Operations
Golden Gate University
Master of Accountancy
Michigan State University
Management Certificate
Franklin Templeton Investments August 2014 - Present
CohnReznick LLP January 2009 - August 2014
CohnReznick LLP July 2007 - December 2008
National Basketball Association July 1997 - June 2007
Memphis Grizzlies January 2003 - April 2003
Skills
Tax Preparation, Tax Accounting, Corporate Tax, Tax Returns, Tax Research, Partnership Taxation, Income Tax, Tax, US GAAP, International Tax, Tax Advisory, Financial Statements, State Tax, Finance, Accounting
Education
Washington State University - College of Business and Economics
Bachelor of Arts in Business Administration, Management and Operations
Golden Gate University
Master of Accountancy
Michigan State University
Management Certificate
Garron Riechers Garron Riechers's Franklin Templeton Investments Experience March 1998 - September 2007
Job Sr. Financial Analyst at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard November 2010 - Present
The HP NGEN Alliance November 2010 - Present
Hewlett-Packard September 2007 - November 2010
Franklin Templeton Investments March 1998 - September 2007
Skills
HP, Channel Partners, Pricing Strategy, Solution Selling, Cloud Computing, Go-to-market Strategy, Financial Analysis, Timely Decision Making, Forecasting, Pricing, Account Management, Data Center, Salesforce.com, Excel Pivot, Microsoft Excel, Creative Solutions, Business Alliances, Partner Management, Strategy, Direct Sales, Professional Services, SaaS, Enterprise Software
Education
Golden Gate University 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
University of California, Davis 1987 — 1991
Bachelor of Arts (B.A.), International Relations and Affairs
Hewlett-Packard November 2010 - Present
The HP NGEN Alliance November 2010 - Present
Hewlett-Packard September 2007 - November 2010
Franklin Templeton Investments March 1998 - September 2007
Skills
HP, Channel Partners, Pricing Strategy, Solution Selling, Cloud Computing, Go-to-market Strategy, Financial Analysis, Timely Decision Making, Forecasting, Pricing, Account Management, Data Center, Salesforce.com, Excel Pivot, Microsoft Excel, Creative Solutions, Business Alliances, Partner Management, Strategy, Direct Sales, Professional Services, SaaS, Enterprise Software
Education
Golden Gate University 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
University of California, Davis 1987 — 1991
Bachelor of Arts (B.A.), International Relations and Affairs
Billy Rusteen's Franklin Templeton Investments Experience July 2005 - August 2006
Job Corporate Counsel at Synopsys Inc. (acquired Coverity Inc.)
Industry Law Practice
Experience
Synopsys Inc. August 2014 - Present
Coverity August 2014 - May 2015
Bullivant Houser Bailey May 2012 - August 2014
Tressler LLP May 2008 - May 2012
Franklin Templeton Investments July 2005 - August 2006
Skills
Litigation, Commercial Litigation, Legal Writing, Claim, Legal Research, Insurance, Westlaw, Legal Liability, Civil Litigation, Mediation, Strategy, Product Liability, Motions, Trials
Education
Loyola Law School, Loyola Marymount University 2007 — 2009
Doctor of Law (J.D.)
University of California, Santa Barbara 2002 — 2005
B.A., Business Economics
Foothill College 2000 — 2002
Bellarmine College Preparatory 1996 — 2000
Synopsys Inc. August 2014 - Present
Coverity August 2014 - May 2015
Bullivant Houser Bailey May 2012 - August 2014
Tressler LLP May 2008 - May 2012
Franklin Templeton Investments July 2005 - August 2006
Skills
Litigation, Commercial Litigation, Legal Writing, Claim, Legal Research, Insurance, Westlaw, Legal Liability, Civil Litigation, Mediation, Strategy, Product Liability, Motions, Trials
Education
Loyola Law School, Loyola Marymount University 2007 — 2009
Doctor of Law (J.D.)
University of California, Santa Barbara 2002 — 2005
B.A., Business Economics
Foothill College 2000 — 2002
Bellarmine College Preparatory 1996 — 2000
Brad Miller Brad Miller's Franklin Templeton Investments Experience November 2005 - March 2008
Job Infotech Global Services, LLC
Industry Information Technology and Services
Experience
Infotech Global Services, LLC January 2004 - Present
EsourceResources, LLC October 2008 - Present
Franklin Templeton Investments November 2005 - March 2008
Grand Central Communications December 2004 - November 2005
Charles Schwab 2002 - 2005
Gerken Capital Associates February 2003 - November 2003
eAssist Global Solutions January 2001 - February 2003
Groundswell Corporation October 1999 - January 2001
Arsin Corporation March 1999 - September 1999
McKesson Corporation August 1997 - March 1999
Skills
Technical Recruiting, Project Management..., - Risk..., - Software..., RUP, SaaS, Cloud Computing, Thought Leadership, Business Process..., Change Management, SDLC, CRM, PMO, Management Consulting, Project Management, Management, Cross-functional Team..., XML, Start-ups, Information Technology, Product Management, Enterprise Software, Business Development, Outsourcing, Leadership, Team Building, Entrepreneurship, Pole Dancing, Strategy, Project Planning, Scrum, Software Documentation, Integration, Testing, Contract Negotiation, Telecommunications, MS Project, Quality Assurance, Solution Architecture, Analysis, IT Service Management, Project Portfolio..., Vendor Management, Mergers & Acquisitions, Requirements Gathering, Risk Management, Business Strategy, Business Process, Business Intelligence, IT Strategy
Education
Golden Gate University 1997 — 1998
MS, Project & Systems Management
Indiana University Bloomington
Double Major: Org. Management & Behavior; Human Resource Mgmt. Double Minor: Economics; Psychology
Infotech Global Services, LLC January 2004 - Present
EsourceResources, LLC October 2008 - Present
Franklin Templeton Investments November 2005 - March 2008
Grand Central Communications December 2004 - November 2005
Charles Schwab 2002 - 2005
Gerken Capital Associates February 2003 - November 2003
eAssist Global Solutions January 2001 - February 2003
Groundswell Corporation October 1999 - January 2001
Arsin Corporation March 1999 - September 1999
McKesson Corporation August 1997 - March 1999
Skills
Technical Recruiting, Project Management..., - Risk..., - Software..., RUP, SaaS, Cloud Computing, Thought Leadership, Business Process..., Change Management, SDLC, CRM, PMO, Management Consulting, Project Management, Management, Cross-functional Team..., XML, Start-ups, Information Technology, Product Management, Enterprise Software, Business Development, Outsourcing, Leadership, Team Building, Entrepreneurship, Pole Dancing, Strategy, Project Planning, Scrum, Software Documentation, Integration, Testing, Contract Negotiation, Telecommunications, MS Project, Quality Assurance, Solution Architecture, Analysis, IT Service Management, Project Portfolio..., Vendor Management, Mergers & Acquisitions, Requirements Gathering, Risk Management, Business Strategy, Business Process, Business Intelligence, IT Strategy
Education
Golden Gate University 1997 — 1998
MS, Project & Systems Management
Indiana University Bloomington
Double Major: Org. Management & Behavior; Human Resource Mgmt. Double Minor: Economics; Psychology
Chris McLelland Chris McLelland's Franklin Templeton Investments Experience June 1998 - August 2000
Job Creative Director, Burnt Orange Design
Industry Graphic Design
Experience
Burnt Orange Design March 2004 - Present
Synergy Mutual Funds August 2000 - 2003
Franklin Templeton Investments June 1998 - August 2000
Franklin Templeton 1997 - 2000
Skills
Creative Direction, Brand Development, Graphic Design, QuarkXPress, Layout, Logo Design, Copywriting, Marketing Communications, Advertising, Brochures, Marketing, Direct Mail, Creative Strategy, Corporate Identity, Packaging, Art Direction, Public Relations, Photography, Web Design, InDesign, Typography, Illustrator, Adobe Creative Suite, Multimedia, Newsletters, Mac, User Experience, Adobe Acrobat
Education
University of Toronto 1985 — 1987
Faculty of Music, Music and Opera Performance
George Brown College
Burnt Orange Design March 2004 - Present
Synergy Mutual Funds August 2000 - 2003
Franklin Templeton Investments June 1998 - August 2000
Franklin Templeton 1997 - 2000
Skills
Creative Direction, Brand Development, Graphic Design, QuarkXPress, Layout, Logo Design, Copywriting, Marketing Communications, Advertising, Brochures, Marketing, Direct Mail, Creative Strategy, Corporate Identity, Packaging, Art Direction, Public Relations, Photography, Web Design, InDesign, Typography, Illustrator, Adobe Creative Suite, Multimedia, Newsletters, Mac, User Experience, Adobe Acrobat
Education
University of Toronto 1985 — 1987
Faculty of Music, Music and Opera Performance
George Brown College
Jason Sabloff Jason Sabloff's Franklin Templeton Investments Experience 2004 - 2006
Job Public Sector Account Executive
Industry Computer Software
Experience
Oracle November 2013 - Present
Automatic Data Processing January 2012 - November 2013
SLTT Energy dba Propane Taxi 2006 - 2012
Franklin Templeton Investments 2004 - 2006
BNP Paribas and Salomon Smith Barney 1997 - 2003
Skills
Contract Negotiation, Salesforce.com, Sales, New Business Development, Employee Benefits, SaaS, Solution Selling, Business Process..., Sales Process, BPO, Sales Presentations, Business Development, Vendor Management, Sales Management, Customer Retention, Negotiation, Building Relationships, Relationship Management, Forecasting, Challenger Sales, Account Management, B2B
Education
Georgetown University 2011 — 2012
School of Continuing Studies, Corporate Executive Leadership
West Chester University of Pennsylvania 1993 — 1994
Masters, Administration and Management
SUNY Albany 1990 — 1993
BA, Psychology
Oracle November 2013 - Present
Automatic Data Processing January 2012 - November 2013
SLTT Energy dba Propane Taxi 2006 - 2012
Franklin Templeton Investments 2004 - 2006
BNP Paribas and Salomon Smith Barney 1997 - 2003
Skills
Contract Negotiation, Salesforce.com, Sales, New Business Development, Employee Benefits, SaaS, Solution Selling, Business Process..., Sales Process, BPO, Sales Presentations, Business Development, Vendor Management, Sales Management, Customer Retention, Negotiation, Building Relationships, Relationship Management, Forecasting, Challenger Sales, Account Management, B2B
Education
Georgetown University 2011 — 2012
School of Continuing Studies, Corporate Executive Leadership
West Chester University of Pennsylvania 1993 — 1994
Masters, Administration and Management
SUNY Albany 1990 — 1993
BA, Psychology
Amy Kiernan Sinclair Amy Kiernan Sinclair's Franklin Templeton Investments Experience 1993 - 1999
Job Public Relations Officer at City & County of San Francisco
Industry Public Relations and Communications
Experience
City & County of San Francisco January 2000 - Present
Franklin Templeton Investments 1993 - 1999
Skills
Public Relations, Social Media, Marketing Communications, Public Speaking, Community Outreach, Media Relations, Non-profits, Crisis Communications, Social Media Marketing, Journalism, Fundraising, Strategic Communications, Facebook, Social Networking, Blogging, Meeting Planning, Marketing Research, Newsletters, Press Releases, Research, Internal Communications, Nonprofits, Copywriting
Education
Golden Gate University 1994 — 1996
MBA, Business Administration and Management, General
University of California, Davis 1988 — 1992
BA, Organizational Studies/Sociology
City & County of San Francisco January 2000 - Present
Franklin Templeton Investments 1993 - 1999
Skills
Public Relations, Social Media, Marketing Communications, Public Speaking, Community Outreach, Media Relations, Non-profits, Crisis Communications, Social Media Marketing, Journalism, Fundraising, Strategic Communications, Facebook, Social Networking, Blogging, Meeting Planning, Marketing Research, Newsletters, Press Releases, Research, Internal Communications, Nonprofits, Copywriting
Education
Golden Gate University 1994 — 1996
MBA, Business Administration and Management, General
University of California, Davis 1988 — 1992
BA, Organizational Studies/Sociology
Harold Botts Harold Botts's Franklin Templeton Investments Experience February 2006 - Present
Job Pastoral Counselor at New Perspective Counseling
Industry Mental Health Care
Experience
New Perspectives Counseling August 2010 - Present
Franklin Templeton Investments February 2006 - Present
Barnabas Counseling Center February 1999 - June 2010
San Mateo County Community College District February 2005 - November 2005
New Life Community Church 1989 - 1999
Sequoyah Community Church 1978 - 1988
Skills
Community Outreach, Family Therapy, Premarital Counseling, Community Development, Teaching, Mental Health Counseling, Volunteer Management, Psychology, Conflict Resolution, Expository Preaching, Psychotherapy, Marital Counseling, Counseling for Recovery..., Vision Casting, Public Speaking, Program Development
Education
Notre Dame de Namur University 1991 — 1993
Master of Arts (M.A.), Counseling Psychology
Central Bible College 1970 — 1972
B.A., Christian Education
Fuller Theological Seminary
New Testament Studies, Greek
New Perspectives Counseling August 2010 - Present
Franklin Templeton Investments February 2006 - Present
Barnabas Counseling Center February 1999 - June 2010
San Mateo County Community College District February 2005 - November 2005
New Life Community Church 1989 - 1999
Sequoyah Community Church 1978 - 1988
Skills
Community Outreach, Family Therapy, Premarital Counseling, Community Development, Teaching, Mental Health Counseling, Volunteer Management, Psychology, Conflict Resolution, Expository Preaching, Psychotherapy, Marital Counseling, Counseling for Recovery..., Vision Casting, Public Speaking, Program Development
Education
Notre Dame de Namur University 1991 — 1993
Master of Arts (M.A.), Counseling Psychology
Central Bible College 1970 — 1972
B.A., Christian Education
Fuller Theological Seminary
New Testament Studies, Greek
Peter Hlushko Peter Hlushko's Franklin Templeton Investments Experience August 2014 - Present
Job SVP Head of Investment & Wealth Management Technology at Franklin Templeton Investments
Industry Information Technology and Services
Experience
Franklin Templeton Investments August 2014 - Present
K2 Advisors April 2011 - August 2014
Oak Tree Consulting Inc 2009 - 2011
Ivy Asset Management 2003 - 2009
Oak Tree Consulting Inc 2000 - 2003
Arthur Andersen 1999 - 2000
JP Morgan 1983 - 1999
Skills
Hedge Funds, Alternative Investments, Asset Managment, Fixed Income, Management, Asset Management, Derivatives, Capital Markets, Investment Banking, PMO, Portfolio Management, Business Analysis, Risk Management, CRM, Project Management, Financial Services, Software Development, Analysis, Leadership, Trading Systems, Equities, Trading, Investment Management, Private Equity, Asset Allocation, Due Diligence, Financial Markets, Securities, Bloomberg, Equity Trading, Financial Modeling
Education
Fordham University 1979 — 1983
Pace University - Lubin School of Business
MBA, Finance
Franklin Templeton Investments August 2014 - Present
K2 Advisors April 2011 - August 2014
Oak Tree Consulting Inc 2009 - 2011
Ivy Asset Management 2003 - 2009
Oak Tree Consulting Inc 2000 - 2003
Arthur Andersen 1999 - 2000
JP Morgan 1983 - 1999
Skills
Hedge Funds, Alternative Investments, Asset Managment, Fixed Income, Management, Asset Management, Derivatives, Capital Markets, Investment Banking, PMO, Portfolio Management, Business Analysis, Risk Management, CRM, Project Management, Financial Services, Software Development, Analysis, Leadership, Trading Systems, Equities, Trading, Investment Management, Private Equity, Asset Allocation, Due Diligence, Financial Markets, Securities, Bloomberg, Equity Trading, Financial Modeling
Education
Fordham University 1979 — 1983
Pace University - Lubin School of Business
MBA, Finance
Renee Thomas, MBA's Franklin Templeton Investments Experience December 2014 - September 2015
Job Licensed Realtor at Coldwell Banker Real Estate
Industry Human Resources
Experience
Coldwell Banker Real Estate October 2014 - Present
Franklin Templeton Investments December 2014 - September 2015
Point Blank Enterprises February 2014 - December 2014
Point Blank Enterprises, Inc. July 2012 - February 2014
AppleOne January 2012 - March 2012
Catalina Health Resource August 2008 - November 2010
PROFESSIONAL CONTRACT SERVICES April 2007 - August 2008
Bluegreen Corporation March 2004 - December 2006
Spherion 2002 - 2004
Skills
Customer Relations, Research, Lead Generation, Account Management, Marketing, Cross-functional Team..., CRM, Management, Program Management, Marketing Strategy, Social Media Marketing, Marketing Communications, Product Development, Social Media, Market Research, Social Networking, Customer Service, Sales Management, Recruiting
Education
Nova Southeastern University 2003 — 2007
MBA, Business Administration
Florida State University - College of Business 1998 — 2002
Bachelors, Marketing
Coldwell Banker Real Estate October 2014 - Present
Franklin Templeton Investments December 2014 - September 2015
Point Blank Enterprises February 2014 - December 2014
Point Blank Enterprises, Inc. July 2012 - February 2014
AppleOne January 2012 - March 2012
Catalina Health Resource August 2008 - November 2010
PROFESSIONAL CONTRACT SERVICES April 2007 - August 2008
Bluegreen Corporation March 2004 - December 2006
Spherion 2002 - 2004
Skills
Customer Relations, Research, Lead Generation, Account Management, Marketing, Cross-functional Team..., CRM, Management, Program Management, Marketing Strategy, Social Media Marketing, Marketing Communications, Product Development, Social Media, Market Research, Social Networking, Customer Service, Sales Management, Recruiting
Education
Nova Southeastern University 2003 — 2007
MBA, Business Administration
Florida State University - College of Business 1998 — 2002
Bachelors, Marketing
Lori Master, PMP's Franklin Templeton Investments Experience October 2010 - January 2012
Job Consultant Technical Project Manager at McGraw Hill (via Saicon)
Industry Capital Markets
Experience
McGraw Hill Financial (via Saicon) October 2013 - January 2015
XL Group (via Advantage Technical Resourcing) February 2013 - July 2013
KPMG February 2012 - November 2012
Franklin Templeton Investments October 2010 - January 2012
o3 Technology Solutions, LLC March 2010 - September 2010
Sapient July 2009 - September 2009
Bridgewater Associates January 2008 - May 2008
Accenture LLP - Capital Markets Solutions Group (Random Walk Computing) 2004 - January 2008
CITCO - Emphasis Software Development 2002 - 2003
KINEXUS (Acquired by Advent Software) 2001 - 2002
Skills
Program Management, Product Development, Capital Markets, Vendor Management, PMP, Team Leadership, Business Analysis, Portfolio Management, SDLC, Problem Solving, MS Project, Team Building, Vendor Relations, Software Project..., Cross-functional Team..., Excel, Project Portfolio..., Team Management, Visio, Requirements Analysis, Product Management, CRM, Leadership, Strategic Planning, Microsoft Excel, Project Planning, PMO, Project Management, Strategy, Software Development, Financial Services, Business Strategy, Business Process..., Enterprise Software, Consulting, Real Estate, IT Strategy, Business Process, Software Documentation, Training, Microsoft Project
Education
Fordham Gabelli School of Business 1989 — 1993
MBA
Pennsylvania State University 1980 — 1984
BA
East Brunswick HS 1977 — 1980
Diploma
McGraw Hill Financial (via Saicon) October 2013 - January 2015
XL Group (via Advantage Technical Resourcing) February 2013 - July 2013
KPMG February 2012 - November 2012
Franklin Templeton Investments October 2010 - January 2012
o3 Technology Solutions, LLC March 2010 - September 2010
Sapient July 2009 - September 2009
Bridgewater Associates January 2008 - May 2008
Accenture LLP - Capital Markets Solutions Group (Random Walk Computing) 2004 - January 2008
CITCO - Emphasis Software Development 2002 - 2003
KINEXUS (Acquired by Advent Software) 2001 - 2002
Skills
Program Management, Product Development, Capital Markets, Vendor Management, PMP, Team Leadership, Business Analysis, Portfolio Management, SDLC, Problem Solving, MS Project, Team Building, Vendor Relations, Software Project..., Cross-functional Team..., Excel, Project Portfolio..., Team Management, Visio, Requirements Analysis, Product Management, CRM, Leadership, Strategic Planning, Microsoft Excel, Project Planning, PMO, Project Management, Strategy, Software Development, Financial Services, Business Strategy, Business Process..., Enterprise Software, Consulting, Real Estate, IT Strategy, Business Process, Software Documentation, Training, Microsoft Project
Education
Fordham Gabelli School of Business 1989 — 1993
MBA
Pennsylvania State University 1980 — 1984
BA
East Brunswick HS 1977 — 1980
Diploma
Catherine Givens's Franklin Templeton Investments Experience June 2005 - Present
Job Manager, Performance Analysis and Investment Risk at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments June 2005 - Present
Florida State University May 2002 - May 2005
Skills
Strategic Planning, Marketing, Non-profits, Community Outreach, Philanthropy, Stewardship, Board Development, Partnering, Fundraising, Public Speaking, Communication, Team Building, Event Management, Training, Organizational..., Budgets, Social Networking, Public Relations, Recruiting, Event Planning, Mutual Funds, Management, Fund Accounting, Analysis, Alternative Investments, Investments, Portfolio Management
Education
Florida State University - College of Business 2003 — 2004
Master of Business Administration (MBA)
Florida State University - College of Business 1998 — 2002
Bachelor of Science (BS), Finance
Franklin Templeton Investments June 2005 - Present
Florida State University May 2002 - May 2005
Skills
Strategic Planning, Marketing, Non-profits, Community Outreach, Philanthropy, Stewardship, Board Development, Partnering, Fundraising, Public Speaking, Communication, Team Building, Event Management, Training, Organizational..., Budgets, Social Networking, Public Relations, Recruiting, Event Planning, Mutual Funds, Management, Fund Accounting, Analysis, Alternative Investments, Investments, Portfolio Management
Education
Florida State University - College of Business 2003 — 2004
Master of Business Administration (MBA)
Florida State University - College of Business 1998 — 2002
Bachelor of Science (BS), Finance
Pettine, Christopher's Franklin Templeton Investments Experience January 2002 - March 2012
Job Equity Research Analyst
Industry Financial Services
Experience
Private Investment Fund March 2012 - March 2015
Franklin Templeton Investments January 2002 - March 2012
Credit Suisse Asset Management December 1999 - July 2001
Skills
Equities, Equity Research, Bloomberg, Investments, Valuation, Capital Markets, Portfolio Management, Hedge Funds, Asset Managment, Financial Modeling, Financial Analysis, Securities, Mutual Funds, Alternative Investments, Equity Valuation, Asset Management, Derivatives
Education
Fordham University 1998 — 2001
MBA, Finance
University of Delaware 1990 — 1994
Bachelor of Science (B.S.), Finance, General
Private Investment Fund March 2012 - March 2015
Franklin Templeton Investments January 2002 - March 2012
Credit Suisse Asset Management December 1999 - July 2001
Skills
Equities, Equity Research, Bloomberg, Investments, Valuation, Capital Markets, Portfolio Management, Hedge Funds, Asset Managment, Financial Modeling, Financial Analysis, Securities, Mutual Funds, Alternative Investments, Equity Valuation, Asset Management, Derivatives
Education
Fordham University 1998 — 2001
MBA, Finance
University of Delaware 1990 — 1994
Bachelor of Science (B.S.), Finance, General
Larry Sikes's Franklin Templeton Investments Experience June 2014 - Present
Job Retired from Franklin Templeton Investments
Industry Information Technology and Services
Experience
Franklin Templeton Investments June 2014 - Present
Franklin/Templeton April 1993 - Present
Franklin Templeton Investments 1993 - Present
Franklin Templeton Group 1993 - Present
Franklin Templeton 1990 - 2009
Skills
Unix, Linux, Application Development, Operating Systems, MySQL, SQL, Shell Scripting, Software Development, Microsoft SQL Server, Disaster Recovery, Security, Solaris, Perl, ITIL, Windows Server, VMware
Education
Georgia State University 1974 — 1976
Franklin Templeton Investments June 2014 - Present
Franklin/Templeton April 1993 - Present
Franklin Templeton Investments 1993 - Present
Franklin Templeton Group 1993 - Present
Franklin Templeton 1990 - 2009
Skills
Unix, Linux, Application Development, Operating Systems, MySQL, SQL, Shell Scripting, Software Development, Microsoft SQL Server, Disaster Recovery, Security, Solaris, Perl, ITIL, Windows Server, VMware
Education
Georgia State University 1974 — 1976
Cheryl Allaire's Franklin Templeton Investments Experience December 1993 - May 2000
Job Partner at Mathieu, Ranum & Allaire, PLLC
Industry Law Practice
Experience
Mathieu, Ranum & Allaire, PLLC April 2014 - Present
Perkins Coie LLP August 2012 - April 2014
K&L Gates March 2009 - July 2012
Bell, Boyd & Lloyd (merged with K&L Gates) February 2008 - March 2009
Fisher Thurber LLP (merged with Bell Boyd & Lloyd) January 2003 - January 2008
Luce Forward Hamilton & Scripps May 2000 - May 2002
Franklin Templeton Investments December 1993 - May 2000
Security Pacific Credit Corporation June 1989 - August 1990
Skills
Corporate Law, Securities, Securities Regulation, Finance, Private Equity, Mergers & Acquisitions, Legal Writing, Venture Capital, Legal Research, Joint Ventures, Intellectual Property, Licensing, Corporate Governance, Start-ups, Due Diligence, Contract Negotiation, Strategic Planning, Real Estate
Education
Georgetown University Law Center 1990 — 1993
JD, Dean's List
University of San Diego 1987 — 1989
MBA
University of San Diego 1983 — 1987
Bachelor of Business Administration (B.B.A.), Magna Cum Laude
Carmel High School, Carmel, California
Mathieu, Ranum & Allaire, PLLC April 2014 - Present
Perkins Coie LLP August 2012 - April 2014
K&L Gates March 2009 - July 2012
Bell, Boyd & Lloyd (merged with K&L Gates) February 2008 - March 2009
Fisher Thurber LLP (merged with Bell Boyd & Lloyd) January 2003 - January 2008
Luce Forward Hamilton & Scripps May 2000 - May 2002
Franklin Templeton Investments December 1993 - May 2000
Security Pacific Credit Corporation June 1989 - August 1990
Skills
Corporate Law, Securities, Securities Regulation, Finance, Private Equity, Mergers & Acquisitions, Legal Writing, Venture Capital, Legal Research, Joint Ventures, Intellectual Property, Licensing, Corporate Governance, Start-ups, Due Diligence, Contract Negotiation, Strategic Planning, Real Estate
Education
Georgetown University Law Center 1990 — 1993
JD, Dean's List
University of San Diego 1987 — 1989
MBA
University of San Diego 1983 — 1987
Bachelor of Business Administration (B.B.A.), Magna Cum Laude
Carmel High School, Carmel, California
Gordon Owyang's Franklin Templeton Investments Experience March 1997 - March 2002
Job Executive Client Manager at Gartner
Industry Information Technology and Services
Experience
Gartner April 2002 - Present
Franklin Templeton Investments March 1997 - March 2002
Skills
IT Strategy, Business Analysis, Business Intelligence, CRM, Cloud Computing, Program Management, Outsourcing, Strategy, Vendor Management
Education
Golden Gate University
MBA, Information Systems
University of California, San Diego
BA, Psychology
Gartner April 2002 - Present
Franklin Templeton Investments March 1997 - March 2002
Skills
IT Strategy, Business Analysis, Business Intelligence, CRM, Cloud Computing, Program Management, Outsourcing, Strategy, Vendor Management
Education
Golden Gate University
MBA, Information Systems
University of California, San Diego
BA, Psychology
Annie Thomen's Franklin Templeton Investments Experience February 2013 - Present
Job VP Int'l Tax & Transfer Pricing at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments February 2013 - Present
Franklin Templeton Investments May 2002 - January 2013
Ernst & Young 2000 - 2001
Arthur Andersen 1996 - 2000
Skills
International Tax, Accounting, FAS 5, Tax Accounting, Transfer Pricing, Tax, Financial Reporting, Sarbanes-Oxley Act, QuickBooks, Corporate Tax, SEC filings, International Tax..., GAAP, Income Tax, CPA, US GAAP
Education
Golden Gate University 1995 — 2001
Master of Science, Taxation
Franklin Templeton Investments February 2013 - Present
Franklin Templeton Investments May 2002 - January 2013
Ernst & Young 2000 - 2001
Arthur Andersen 1996 - 2000
Skills
International Tax, Accounting, FAS 5, Tax Accounting, Transfer Pricing, Tax, Financial Reporting, Sarbanes-Oxley Act, QuickBooks, Corporate Tax, SEC filings, International Tax..., GAAP, Income Tax, CPA, US GAAP
Education
Golden Gate University 1995 — 2001
Master of Science, Taxation
Daisy Pingul's Franklin Templeton Investments Experience January 2012 - Present
Job Supervisor at Franklin Templeton Investments
Industry Accounting
Experience
Franklin Templeton Investments January 2012 - Present
PricewaterhouseCoopers January 2008 - December 2011
First Bank April 2006 - January 2008
North American Airlines November 2003 - September 2005
Education
Golden Gate University 2006 — 2007
MA Accounting, Accounting
University of the Philippines 2000 — 2003
Bacherlor or Arts, Major in Philosophy minor in Anthropology
Miriam College
Franklin Templeton Investments January 2012 - Present
PricewaterhouseCoopers January 2008 - December 2011
First Bank April 2006 - January 2008
North American Airlines November 2003 - September 2005
Education
Golden Gate University 2006 — 2007
MA Accounting, Accounting
University of the Philippines 2000 — 2003
Bacherlor or Arts, Major in Philosophy minor in Anthropology
Miriam College
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
Sean Walker, CIMA® , MBA's Franklin Templeton Investments Experience January 2003 - August 2004
Job Investment Management Consultant at iShares by BlackRock
Industry Financial Services
Experience
iShares October 2014 - Present
Northern Trust/FlexShares September 2013 - September 2014
Managers Investment Group March 2013 - September 2013
Russell Investment Group October 2006 - March 2013
JPMorgan Chase 2004 - 2006
Franklin Templeton Investments January 2003 - August 2004
VALIC December 2001 - January 2003
Morgan Stanley August 2000 - September 2001
Education
University of Miami - School of Business 2004 — 2006
MBA, Management Science, 3.9
Florida State University - College of Business 1996 — 2000
Bachelor of Science (BS), International Business, 3.7
iShares October 2014 - Present
Northern Trust/FlexShares September 2013 - September 2014
Managers Investment Group March 2013 - September 2013
Russell Investment Group October 2006 - March 2013
JPMorgan Chase 2004 - 2006
Franklin Templeton Investments January 2003 - August 2004
VALIC December 2001 - January 2003
Morgan Stanley August 2000 - September 2001
Education
University of Miami - School of Business 2004 — 2006
MBA, Management Science, 3.9
Florida State University - College of Business 1996 — 2000
Bachelor of Science (BS), International Business, 3.7
Ty Gibson's Franklin Templeton Investments Experience 1990 - 1994
Job Vice President & Branch Manager at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab & Co. February 1994 - Present
Franklin Templeton Investments 1990 - 1994
Education
Georgia State University 1998 — 2001
San Jose State University 1987 — 1993
Charles Schwab & Co. February 1994 - Present
Franklin Templeton Investments 1990 - 1994
Education
Georgia State University 1998 — 2001
San Jose State University 1987 — 1993
Hugh Cameron's Franklin Templeton Investments Experience 2000 - 2006
Job Principal at HCSC, A Full Service Communications Company
Industry Public Relations and Communications
Experience
HCSC, A Full Service Communications Company April 2013 - Present
Razor Voice Inc. 2007 - April 2013
Franklin Templeton Investments 2000 - 2006
Scotiabank 1995 - 2000
Skills
Internal Communications, Public Relations, Improvisational Comedy, Video Production, Corporate Communications, Broadcast, Media Relations, Editing, Speech Writing, Public Speaking, Crisis Communications, Press Releases, Communications Planning
Education
Humber College 1993 — 1994
Public Relations, Public Relations
George Brown College
Screenwriting Certificate, Playwriting and Screenwriting
The University of Western Ontario
BSc., Biology
HCSC, A Full Service Communications Company April 2013 - Present
Razor Voice Inc. 2007 - April 2013
Franklin Templeton Investments 2000 - 2006
Scotiabank 1995 - 2000
Skills
Internal Communications, Public Relations, Improvisational Comedy, Video Production, Corporate Communications, Broadcast, Media Relations, Editing, Speech Writing, Public Speaking, Crisis Communications, Press Releases, Communications Planning
Education
Humber College 1993 — 1994
Public Relations, Public Relations
George Brown College
Screenwriting Certificate, Playwriting and Screenwriting
The University of Western Ontario
BSc., Biology
Dan Csontos's Franklin Templeton Investments Experience 1997 - 2000
Job Regional Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2013 - Present
DC Consulting Services January 2012 - September 2013
Merrill Lynch January 2010 - November 2011
Banc of America Investments 2009 - January 2010
Merrilll Lynch 2000 - January 2009
Franklin Templeton Group 2000 - 2004
Franklin Templeton Investments 1997 - 2000
Skills
Sales Management, Series 7, Strategic Planning, Consultative Selling, Series 63, Mutual Funds, New Business Development, Sales Support, Wealth Management, Retirement, Series 66, Uniform Combined State...
Education
Florida State University - College of Business 1993 — 1997
BS, Finance
Bank of America Merrill Lynch September 2013 - Present
DC Consulting Services January 2012 - September 2013
Merrill Lynch January 2010 - November 2011
Banc of America Investments 2009 - January 2010
Merrilll Lynch 2000 - January 2009
Franklin Templeton Group 2000 - 2004
Franklin Templeton Investments 1997 - 2000
Skills
Sales Management, Series 7, Strategic Planning, Consultative Selling, Series 63, Mutual Funds, New Business Development, Sales Support, Wealth Management, Retirement, Series 66, Uniform Combined State...
Education
Florida State University - College of Business 1993 — 1997
BS, Finance
Kevin Nest's Franklin Templeton Investments Experience May 2014 - Present
Job Senior Analyst, Global Bond Department
Industry Financial Services
Experience
Franklin Templeton Investments May 2014 - Present
Standard Chartered Bank September 2009 - April 2014
Skills
Fixed Income, Foreign Exchange, Derivatives, Financial Markets, SWIFT payments, Back Office, FX Options, Currency
Education
Fordham University 2003 — 2007
BS, Finance, General
Franklin Templeton Investments May 2014 - Present
Standard Chartered Bank September 2009 - April 2014
Skills
Fixed Income, Foreign Exchange, Derivatives, Financial Markets, SWIFT payments, Back Office, FX Options, Currency
Education
Fordham University 2003 — 2007
BS, Finance, General
Lily Jazayeri's Franklin Templeton Investments Experience April 2002 - 2008
Job Director Treasury Services at Dignity Health
Industry Hospital & Health Care
Experience
Dignity Health April 2010 - Present
Salesforce.com 2009 - 2010
Franklin Templeton Investments April 2002 - 2008
Novalux 2000 - 2001
Apple Computer 1999 - 2001
VLSI Technology 1997 - 1999
Skills
Cross-functional Team..., Business Process..., Change Management, Finance, Management, Strategic Planning, Internal Controls
Education
Golden Gate University 1994 — 1996
MBA, Finance
Webster University 1984 — 1986
Masters, Marketing and Management
Universite de Lausanne - Switzerland 1980 — 1981
Post Graduate Studies in Computer Science
American College of Switzerland 1977 — 1979
BA
Dignity Health April 2010 - Present
Salesforce.com 2009 - 2010
Franklin Templeton Investments April 2002 - 2008
Novalux 2000 - 2001
Apple Computer 1999 - 2001
VLSI Technology 1997 - 1999
Skills
Cross-functional Team..., Business Process..., Change Management, Finance, Management, Strategic Planning, Internal Controls
Education
Golden Gate University 1994 — 1996
MBA, Finance
Webster University 1984 — 1986
Masters, Marketing and Management
Universite de Lausanne - Switzerland 1980 — 1981
Post Graduate Studies in Computer Science
American College of Switzerland 1977 — 1979
BA
Pai-Szu Chan's Franklin Templeton Investments Experience 2013 - Present
Job Senior Product Marketer at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments 2013 - Present
Mellon Capital Management 2011 - 2013
Mellon Capital Management 2008 - 2011
Franklin Templeton Investments 2006 - 2008
IES Abroad 2005 - 2005
South East Asia Center 2004 - 2005
Skills
Asset Managment, Competitive Analysis, Investments, Investment Strategies, Project Management, Data Analysis, Microsoft Office, Asset Management, Management, Analysis, Strategy
Education
University of Chicago 2001 — 2002
M.A.
Fu Jen Catholic University 1996 — 2000
B.A.
Franklin Templeton Investments 2013 - Present
Mellon Capital Management 2011 - 2013
Mellon Capital Management 2008 - 2011
Franklin Templeton Investments 2006 - 2008
IES Abroad 2005 - 2005
South East Asia Center 2004 - 2005
Skills
Asset Managment, Competitive Analysis, Investments, Investment Strategies, Project Management, Data Analysis, Microsoft Office, Asset Management, Management, Analysis, Strategy
Education
University of Chicago 2001 — 2002
M.A.
Fu Jen Catholic University 1996 — 2000
B.A.
Mary E Economos's Franklin Templeton Investments Experience July 1994 - August 1998
Job Surgery Coordinator
Industry Medical Practice
Experience
Lynden Vision Clinic/Spyglass Optik April 2013 - October 2013
Lifestyle Eye Center June 2011 - May 2012
Eastern Washington Dermatology June 2008 - July 2010
Hudson Valley Foot Associates June 2008 - July 2010
Kingston City Schools August 2004 - April 2008
Fleet Libris Information Solutions January 2004 - March 2004
Miller/Howard Investments November 2001 - August 2003
Baker Boyer Bank August 2000 - January 2001
Providence St. Mary Medical Center January 1999 - July 2000
Franklin Templeton Investments July 1994 - August 1998
Skills
Microsoft Office, Insurance, Process Scheduler, Strategic Planning, Teaching, Time Management, Software Documentation, Management, Marketing, Program Development, Investments, Recruiting, Medical Records, Customer Service, Hospitals, Accounting, Editing, Fundraising, Research, Public Speaking, Microsoft Word, Account Reconciliation, Compliance, Nonprofits, Legal Compliance, Training
Education
Fuller Theological Seminary 1992 — 1998
Biblical Archaeology
Simpson University 1981 — 1986
BA, Biblical Literature/Communications
San Francisco State University 1982 — 1982
Undeclared
University of Guam 1981 — 1981
Physical Education
Sophia University 1980 — 1981
Undeclared
The American School In Japan 1977 — 1979
Lynden Vision Clinic/Spyglass Optik April 2013 - October 2013
Lifestyle Eye Center June 2011 - May 2012
Eastern Washington Dermatology June 2008 - July 2010
Hudson Valley Foot Associates June 2008 - July 2010
Kingston City Schools August 2004 - April 2008
Fleet Libris Information Solutions January 2004 - March 2004
Miller/Howard Investments November 2001 - August 2003
Baker Boyer Bank August 2000 - January 2001
Providence St. Mary Medical Center January 1999 - July 2000
Franklin Templeton Investments July 1994 - August 1998
Skills
Microsoft Office, Insurance, Process Scheduler, Strategic Planning, Teaching, Time Management, Software Documentation, Management, Marketing, Program Development, Investments, Recruiting, Medical Records, Customer Service, Hospitals, Accounting, Editing, Fundraising, Research, Public Speaking, Microsoft Word, Account Reconciliation, Compliance, Nonprofits, Legal Compliance, Training
Education
Fuller Theological Seminary 1992 — 1998
Biblical Archaeology
Simpson University 1981 — 1986
BA, Biblical Literature/Communications
San Francisco State University 1982 — 1982
Undeclared
University of Guam 1981 — 1981
Physical Education
Sophia University 1980 — 1981
Undeclared
The American School In Japan 1977 — 1979
Bryan Irvin's Franklin Templeton Investments Experience 1998 - 2000
Job former Corporate Regional Treasurer, Americas at The Manitowoc Company, Inc.
Industry Machinery
Experience
The Manitowoc Company Inc. October 2008 - Present
Enodis Corporation June 2000 - October 2008
Franklin Templeton Investments 1998 - 2000
Skills
Forecasting, Cash Management, Financial Analysis, Treasury Management, Treasury, Financial Reporting, Finance, Sarbanes-Oxley Act, Financial Modeling, Cash Flow, Mergers & Acquisitions, Risk Management, Corporate Finance, Managerial Finance, Due Diligence, Process Improvement
Education
University of South Florida - College of Business Administration 1994 — 1997
Bachelor's Degree, Business Management
Georgia Southern University 1992 — 1993
Finance and Business Management
The Manitowoc Company Inc. October 2008 - Present
Enodis Corporation June 2000 - October 2008
Franklin Templeton Investments 1998 - 2000
Skills
Forecasting, Cash Management, Financial Analysis, Treasury Management, Treasury, Financial Reporting, Finance, Sarbanes-Oxley Act, Financial Modeling, Cash Flow, Mergers & Acquisitions, Risk Management, Corporate Finance, Managerial Finance, Due Diligence, Process Improvement
Education
University of South Florida - College of Business Administration 1994 — 1997
Bachelor's Degree, Business Management
Georgia Southern University 1992 — 1993
Finance and Business Management
Barbara Hartman's Franklin Templeton Investments Experience 1998 - 2001
Job Payroll Accountant at County of Santa Clara Library District
Industry Government Administration
Experience
County of Santa Clara - Library District September 2014 - Present
County of Santa Clara April 2001 - August 2014
Franklin Templeton Investments 1998 - 2001
Santa Clara University 1999 - 2000
Lockheed Martin Corp. 1997 - 1998
American Century Investments 1988 - 1996
Skills
Internal Audit, Internal Controls, Data Analysis, PwC TeamMate, Microsoft Excel, Microsoft Word, Outlook, Nonprofits, Public Finance, Accounting, Auditing, Financial Reporting, Public Speaking, Policy, Research, Financial Analysis, Process Improvement
Education
Golden Gate University
M.B.A., Finance
Santa Clara University
Bachelor of Science in Commerce, Finance
County of Santa Clara - Library District September 2014 - Present
County of Santa Clara April 2001 - August 2014
Franklin Templeton Investments 1998 - 2001
Santa Clara University 1999 - 2000
Lockheed Martin Corp. 1997 - 1998
American Century Investments 1988 - 1996
Skills
Internal Audit, Internal Controls, Data Analysis, PwC TeamMate, Microsoft Excel, Microsoft Word, Outlook, Nonprofits, Public Finance, Accounting, Auditing, Financial Reporting, Public Speaking, Policy, Research, Financial Analysis, Process Improvement
Education
Golden Gate University
M.B.A., Finance
Santa Clara University
Bachelor of Science in Commerce, Finance
Hap Proesel's Franklin Templeton Investments Experience July 2001 - November 2002
Job Owner of Tipsy Paint (Social Painting Studio)
Industry Arts and Crafts
Experience
Tipsy Paint July 2011 - Present
Misfit Financial Group 2008 - 2010
KOR Financial Group December 2005 - October 2007
AXA Advisors January 2004 - October 2005
Franklin Templeton Investments July 2001 - November 2002
Education
Georgetown University 1998 — 2001
Loyola Academy
Tipsy Paint July 2011 - Present
Misfit Financial Group 2008 - 2010
KOR Financial Group December 2005 - October 2007
AXA Advisors January 2004 - October 2005
Franklin Templeton Investments July 2001 - November 2002
Education
Georgetown University 1998 — 2001
Loyola Academy
Bessie Mitskaris's Franklin Templeton Investments Experience 2003 - 2006
Job Digital Sales and Marketing Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2013 - Present
Teach With Africa 2008 - 2014
UniRush,LLC 2012 - 2012
Charles Schwab & Co. 2006 - 2011
Franklin Templeton Investments 2003 - 2006
Dreyfus 2001 - 2003
PaineWebber 1999 - 2001
JP Morgan 1997 - 1999
Skills
Product Management, Competitive Analysis, Product Marketing, Financial Services, Mutual Funds, Product Development, Analytics, Relationship Management, Marketing, Marketing Strategy, Strategic Planning, Series 6, Consumer Behaviour, Strategy, Strategic Partnerships, Cross-functional Team..., Direct Marketing, Digital Marketing, Market Research, Customer Acquisition, CRM, Finance, Banking, Brand Management, Segmentation
Education
Iona College 2003 — 2005
MBA
Fordham University
BS
Wells Fargo 2013 - Present
Teach With Africa 2008 - 2014
UniRush,LLC 2012 - 2012
Charles Schwab & Co. 2006 - 2011
Franklin Templeton Investments 2003 - 2006
Dreyfus 2001 - 2003
PaineWebber 1999 - 2001
JP Morgan 1997 - 1999
Skills
Product Management, Competitive Analysis, Product Marketing, Financial Services, Mutual Funds, Product Development, Analytics, Relationship Management, Marketing, Marketing Strategy, Strategic Planning, Series 6, Consumer Behaviour, Strategy, Strategic Partnerships, Cross-functional Team..., Direct Marketing, Digital Marketing, Market Research, Customer Acquisition, CRM, Finance, Banking, Brand Management, Segmentation
Education
Iona College 2003 — 2005
MBA
Fordham University
BS
Grace Ursery's Franklin Templeton Investments Experience July 2000 - September 2003
Job Practice and Operations Management
Industry Veterinary
Experience
Mariner's Mile Pet Clinic January 2010 - Present
Ursery & Associates October 2009 - Present
Animal Emergency Referral Center January 2008 - January 2010
South Peninsula Veterinary Emergency Clinic August 2004 - October 2007
Franklin Templeton Investments July 2000 - September 2003
Taiwanese American Citizens League (TACL) June 1996 - July 2002
Census 2000 Awareness Campaign January 1998 - June 2000
Taiwanese American Union October 1996 - June 2000
Skills
Veterinary Medicine, Veterinary, Nursing, Public Speaking, Pets, Critical Care, Animal Welfare, Patient Advocacy, Healthcare, ICU, Phlebotomy, Microsoft Excel, Customer Service, Urinalysis, Hospitals, Medical Terminology, Clinical Research, Medicine
Education
Foothill College 2003 — 2005
A.S., Veterinary Technology
University of California, Los Angeles 1996 — 2000
Bachelor of Arts (B.A.), History
University of California, Los Angeles 1996 — 2000
Bachelor of Arts (B.A.), Asian American Studies
South Torrance High School
Mariner's Mile Pet Clinic January 2010 - Present
Ursery & Associates October 2009 - Present
Animal Emergency Referral Center January 2008 - January 2010
South Peninsula Veterinary Emergency Clinic August 2004 - October 2007
Franklin Templeton Investments July 2000 - September 2003
Taiwanese American Citizens League (TACL) June 1996 - July 2002
Census 2000 Awareness Campaign January 1998 - June 2000
Taiwanese American Union October 1996 - June 2000
Skills
Veterinary Medicine, Veterinary, Nursing, Public Speaking, Pets, Critical Care, Animal Welfare, Patient Advocacy, Healthcare, ICU, Phlebotomy, Microsoft Excel, Customer Service, Urinalysis, Hospitals, Medical Terminology, Clinical Research, Medicine
Education
Foothill College 2003 — 2005
A.S., Veterinary Technology
University of California, Los Angeles 1996 — 2000
Bachelor of Arts (B.A.), History
University of California, Los Angeles 1996 — 2000
Bachelor of Arts (B.A.), Asian American Studies
South Torrance High School
William Libby, CFA's Franklin Templeton Investments Experience August 2007 - Present
Job Senior Portfolio Specialist & Product Manager at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments August 2007 - Present
InterSec Research - a subsidiary of State Street Corporation May 2002 - July 2007
InterSec Research - subsidiary of Deutche Bank May 2000 - May 2002
InterSec Research October 1997 - May 2000
Florida State Board of Administration September 1994 - September 1997
Skills
Mutual Funds, Asset Managment, Investment Strategies, Investments, Equities, Fund Of Funds, Portfolio Management, Asset Allocation, Bloomberg, Emerging Markets, Product Management
Education
Florida State University - College of Business 1991 — 1993
MBA
Florida State and University of Florida 1984 — 1988
BS, Economics
Franklin Templeton Investments August 2007 - Present
InterSec Research - a subsidiary of State Street Corporation May 2002 - July 2007
InterSec Research - subsidiary of Deutche Bank May 2000 - May 2002
InterSec Research October 1997 - May 2000
Florida State Board of Administration September 1994 - September 1997
Skills
Mutual Funds, Asset Managment, Investment Strategies, Investments, Equities, Fund Of Funds, Portfolio Management, Asset Allocation, Bloomberg, Emerging Markets, Product Management
Education
Florida State University - College of Business 1991 — 1993
MBA
Florida State and University of Florida 1984 — 1988
BS, Economics
Mark Zeizel, CFA's Franklin Templeton Investments Experience May 2001 - April 2004
Job Assistant Vice President at Charter Schools Development Corporation
Industry Real Estate
Experience
Charter Schools Development Corporation October 2013 - Present
Penzance July 2009 - October 2013
CB Richard Ellis June 2005 - May 2008
Franklin Templeton Investments May 2001 - April 2004
Education
University of Southern California 2008 — 2009
MS, Real Estate Development
Gettysburg College 1996 — 2000
BA, Business Management
Charter Schools Development Corporation October 2013 - Present
Penzance July 2009 - October 2013
CB Richard Ellis June 2005 - May 2008
Franklin Templeton Investments May 2001 - April 2004
Education
University of Southern California 2008 — 2009
MS, Real Estate Development
Gettysburg College 1996 — 2000
BA, Business Management
Horikiri Shiho's Franklin Templeton Investments Experience December 1996 - November 1999
Job Legal Services Professional
Industry Legal Services
Experience
Legal August 2006 - Present
IRRC December 2002 - January 2004
American Express December 1999 - May 2000
Franklin Templeton Investments December 1996 - November 1999
Skills
Japanese, Document Review, Litigation Support, Translation, Legal Writing, Editing, Research, Spanish, Strategy
Education
George Mason University School of Law 2014 — 2016
Master's Degree, Law
上智大学 / Sophia University 1991 — 1995
LL. B., International Legal Studies
Legal August 2006 - Present
IRRC December 2002 - January 2004
American Express December 1999 - May 2000
Franklin Templeton Investments December 1996 - November 1999
Skills
Japanese, Document Review, Litigation Support, Translation, Legal Writing, Editing, Research, Spanish, Strategy
Education
George Mason University School of Law 2014 — 2016
Master's Degree, Law
上智大学 / Sophia University 1991 — 1995
LL. B., International Legal Studies
Robert Quartaro, CFA's Franklin Templeton Investments Experience November 2007 - April 2011
Job Director, Investor Relations at AutoNation
Industry Automotive
Experience
AutoNation February 2015 - Present
AutoNation February 2013 - February 2015
AutoNation April 2011 - February 2013
Franklin Templeton Investments November 2007 - April 2011
Franklin Templeton Investments October 2005 - November 2007
Franklin Templeton Investments October 2004 - October 2005
Franklin Templeton Investments November 2003 - October 2005
Skills
Equities, Finance, Analysis, Portfolio Management, Capital Markets, Credit, Mutual Funds, Process Improvement, Investor Relations, Strategy, Competitive Analysis, Cash Management, Financial Modeling, Treasury, Accounting, Management, Financial Analysis
Education
University of Florida - Warrington College Of Business 2004 — 2005
MBA
Florida State University - College of Business 1997 — 2001
Bachelors, Finance
AutoNation February 2015 - Present
AutoNation February 2013 - February 2015
AutoNation April 2011 - February 2013
Franklin Templeton Investments November 2007 - April 2011
Franklin Templeton Investments October 2005 - November 2007
Franklin Templeton Investments October 2004 - October 2005
Franklin Templeton Investments November 2003 - October 2005
Skills
Equities, Finance, Analysis, Portfolio Management, Capital Markets, Credit, Mutual Funds, Process Improvement, Investor Relations, Strategy, Competitive Analysis, Cash Management, Financial Modeling, Treasury, Accounting, Management, Financial Analysis
Education
University of Florida - Warrington College Of Business 2004 — 2005
MBA
Florida State University - College of Business 1997 — 2001
Bachelors, Finance
Dhanalakshmi Avva's Franklin Templeton Investments Experience August 2012 - December 2013
Job System Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Franklin Templeton Investments August 2012 - December 2013
Mellon Capital Management December 2006 - August 2012
Skills
SDLC, Bloomberg, Asset Management, Business Analysis, Equities, Fixed Income, SQL, Portfolio Management, Hedge Funds, Derivatives, VBA, SharePoint, Financial Services, Asset Allocation, Vendor Management
Education
Golden Gate University 2008 — 2008
BIT, Information Technology
Fidelity Investments June 2014 - Present
Franklin Templeton Investments August 2012 - December 2013
Mellon Capital Management December 2006 - August 2012
Skills
SDLC, Bloomberg, Asset Management, Business Analysis, Equities, Fixed Income, SQL, Portfolio Management, Hedge Funds, Derivatives, VBA, SharePoint, Financial Services, Asset Allocation, Vendor Management
Education
Golden Gate University 2008 — 2008
BIT, Information Technology
H.G. (Toby) Mumford's Franklin Templeton Investments Experience 1983 - 2008
Job Board Member at Abbott Corp
Industry Commercial Real Estate
Experience
10000 Degrees ( a Non-Profit) September 2014 - Present
Community Gatepath January 2013 - Present
N. Calif Planned Giving Council December 2009 - Present
Abbott Corp 2004 - Present
Franklin Templeton Investments 1983 - 2008
Skills
Strategic Planning, Business Strategy, Financial Services, Capital Campaigns, Alternative Investments, Strategic Financial..., Sales, Financial Advisory, Planned Giving, Investments, Non-profits, Asset Management, Mutual Funds, Private Equity, Asset Allocation, Fundraising, Venture Capital, Hedge Funds, Investment Advisory, Series 7, Investment Strategies, Wealth Management..., Series 63
Education
Golden Gate University 1970 — 1972
MBA, Bus. Admin
Menlo College 1964 — 1968
BS Bus Admin, Accounting
10000 Degrees ( a Non-Profit) September 2014 - Present
Community Gatepath January 2013 - Present
N. Calif Planned Giving Council December 2009 - Present
Abbott Corp 2004 - Present
Franklin Templeton Investments 1983 - 2008
Skills
Strategic Planning, Business Strategy, Financial Services, Capital Campaigns, Alternative Investments, Strategic Financial..., Sales, Financial Advisory, Planned Giving, Investments, Non-profits, Asset Management, Mutual Funds, Private Equity, Asset Allocation, Fundraising, Venture Capital, Hedge Funds, Investment Advisory, Series 7, Investment Strategies, Wealth Management..., Series 63
Education
Golden Gate University 1970 — 1972
MBA, Bus. Admin
Menlo College 1964 — 1968
BS Bus Admin, Accounting
Brooks Biertuempfel's Franklin Templeton Investments Experience 1992 - 1996
Job Cardiovascular District Manager at Amgen
Industry Pharmaceuticals
Experience
Amgen August 2014 - Present
Boehringer Ingelheim Pharmaceuticals April 2011 - August 2014
sanofi-aventis January 2011 - April 2011
sanofi-aventis January 2010 - December 2010
sanofi-aventis October 2005 - December 2009
Pfizer Pharmaceuticals November 1996 - September 2005
Franklin Templeton Investments 1992 - 1996
Skills
Neurology, Cardiology, Diabetes, Managed Care, Product Launches, Product Launch, Hospitals
Education
Golden Gate University 1992 — 1995
MBA, Finance
University of the Pacific 1987 — 1991
BA, Economics
Amgen August 2014 - Present
Boehringer Ingelheim Pharmaceuticals April 2011 - August 2014
sanofi-aventis January 2011 - April 2011
sanofi-aventis January 2010 - December 2010
sanofi-aventis October 2005 - December 2009
Pfizer Pharmaceuticals November 1996 - September 2005
Franklin Templeton Investments 1992 - 1996
Skills
Neurology, Cardiology, Diabetes, Managed Care, Product Launches, Product Launch, Hospitals
Education
Golden Gate University 1992 — 1995
MBA, Finance
University of the Pacific 1987 — 1991
BA, Economics
Eden Popo's Franklin Templeton Investments Experience 1987 - 1993
Job The Number One place to work Tampa/St pete
Industry Financial Services
Experience
Capital One Bank June 2012 - Present
Stratix Financial Group April 2010 - Present
Stratix Solutions 2010 - Present
Revolutionmoney September 2006 - September 2008
Franklin Templeton Investments 1987 - 1993
Education
Golden Gate University 1981 — 1994
BA, Business and Humanities
Woolwich College of Tech 1974 — 1976
ONC, Business and Commerce
Capital One Bank June 2012 - Present
Stratix Financial Group April 2010 - Present
Stratix Solutions 2010 - Present
Revolutionmoney September 2006 - September 2008
Franklin Templeton Investments 1987 - 1993
Education
Golden Gate University 1981 — 1994
BA, Business and Humanities
Woolwich College of Tech 1974 — 1976
ONC, Business and Commerce
Rick Frisbie's Franklin Templeton Investments Experience 2013 - Present
Job Executive Vice President
Industry Investment Management
Experience
Franklin Templeton Investments 2013 - Present
Franklin Templeton Investments 2005 - 2013
Franklin Templeton Investments 1996 - 2005
Franklin Templeton Investments 1992 - 1996
Franklin Templeton Investments 1990 - 1992
Education
Georgetown University - The McDonough School of Business
MBA
Georgetown University - The McDonough School of Business
MBA
University of Virginia
BA
Franklin Templeton Investments 2013 - Present
Franklin Templeton Investments 2005 - 2013
Franklin Templeton Investments 1996 - 2005
Franklin Templeton Investments 1992 - 1996
Franklin Templeton Investments 1990 - 1992
Education
Georgetown University - The McDonough School of Business
MBA
Georgetown University - The McDonough School of Business
MBA
University of Virginia
BA
Laura Woo's Franklin Templeton Investments Experience September 2014 - Present
Job Accounting
Industry Insurance
Experience
Franklin Templeton Investments September 2014 - Present
PMI Mortgage Insurance Co. November 2007 - December 2010
PMI Mortgage Insurance Co. September 2004 - October 2007
PMI Mortgage Insurance Co. March 2000 - August 2004
Triton Container September 1998 - February 2000
Skills
PeopleSoft, Accounting, Analysis
Education
Golden Gate University
Accounting Certificate
San Francisco State University, College of Business
BS, Business Administration
Franklin Templeton Investments September 2014 - Present
PMI Mortgage Insurance Co. November 2007 - December 2010
PMI Mortgage Insurance Co. September 2004 - October 2007
PMI Mortgage Insurance Co. March 2000 - August 2004
Triton Container September 1998 - February 2000
Skills
PeopleSoft, Accounting, Analysis
Education
Golden Gate University
Accounting Certificate
San Francisco State University, College of Business
BS, Business Administration
Marie Thelusma's Franklin Templeton Investments Experience March 2005 - June 2007
Job Finance Manager at ANN INC.
Industry Retail
Experience
ANN INC. April 2014 - Present
ANN INC. January 2013 - April 2014
ANN INC. February 2011 - January 2013
The Guardian Life Insurance Company of America September 2009 - February 2011
Liz Claiborne July 2008 - July 2009
Morgan Stanley June 2007 - February 2008
Franklin Templeton Investments March 2005 - June 2007
Skills
Forecasting, Hyperion Enterprise, Sarbanes-Oxley Act, General Ledger, Essbase, Budgets, Finance, JD Edwards, Microsoft Excel, Portfolio Management, Financial Analysis, Bloomberg, Financial Modeling, Investments, Due Diligence, Strategic Financial..., Payroll, Asset Managment, Corporate Finance, SAP, Community Outreach, Cognos, Analysis
Education
Florida State University - College of Business 2001 — 2004
Bachelors, Finance
ANN INC. April 2014 - Present
ANN INC. January 2013 - April 2014
ANN INC. February 2011 - January 2013
The Guardian Life Insurance Company of America September 2009 - February 2011
Liz Claiborne July 2008 - July 2009
Morgan Stanley June 2007 - February 2008
Franklin Templeton Investments March 2005 - June 2007
Skills
Forecasting, Hyperion Enterprise, Sarbanes-Oxley Act, General Ledger, Essbase, Budgets, Finance, JD Edwards, Microsoft Excel, Portfolio Management, Financial Analysis, Bloomberg, Financial Modeling, Investments, Due Diligence, Strategic Financial..., Payroll, Asset Managment, Corporate Finance, SAP, Community Outreach, Cognos, Analysis
Education
Florida State University - College of Business 2001 — 2004
Bachelors, Finance
Kristin Aker Howell's Franklin Templeton Investments Experience 1990 - 1993
Job Teacher Librarian at Palo Alto Unified School District
Industry Writing and Editing
Experience
Hoover Elementary School June 2015 - Present
Dancing Sheep Productions September 2012 - Present
Jefferson Elementary School District August 2014 - June 2015
Palo Alto Unified School District January 2014 - June 2014
Palo Alto Unified School District August 2013 - December 2013
Young Inklings September 2010 - June 2013
Society of Children's Book Writers and Illustrators September 2009 - June 2012
San Jose Unified School District August 1998 - June 1999
Booksin Elementary School, San Jose Unified School District 1994 - 1997
Franklin Templeton Investments 1990 - 1993
Skills
Books, Creative Writing, Editing, Storytelling, Literature, Teaching, Fiction, Grant Writing, Web Content, Volunteer Management, Lyricist, Curriculum Design, Curriculum Development, Art, Copy Editing, Writing
Education
Fresno Pacific University 2013 — 2016
Teacher Librarian Credential
Hamline University 2006 — 2009
MFA, Writing for Children and Young Adults
California State University-San Francisco 1990 — 1993
Multi-subj Teaching Credential, Mulitple Subject Teaching Credential
Lewis and Clark College 1986 — 1990
BA, Sociology/Anthropology
Hoover Elementary School June 2015 - Present
Dancing Sheep Productions September 2012 - Present
Jefferson Elementary School District August 2014 - June 2015
Palo Alto Unified School District January 2014 - June 2014
Palo Alto Unified School District August 2013 - December 2013
Young Inklings September 2010 - June 2013
Society of Children's Book Writers and Illustrators September 2009 - June 2012
San Jose Unified School District August 1998 - June 1999
Booksin Elementary School, San Jose Unified School District 1994 - 1997
Franklin Templeton Investments 1990 - 1993
Skills
Books, Creative Writing, Editing, Storytelling, Literature, Teaching, Fiction, Grant Writing, Web Content, Volunteer Management, Lyricist, Curriculum Design, Curriculum Development, Art, Copy Editing, Writing
Education
Fresno Pacific University 2013 — 2016
Teacher Librarian Credential
Hamline University 2006 — 2009
MFA, Writing for Children and Young Adults
California State University-San Francisco 1990 — 1993
Multi-subj Teaching Credential, Mulitple Subject Teaching Credential
Lewis and Clark College 1986 — 1990
BA, Sociology/Anthropology
William Kimbrough's Franklin Templeton Investments Experience May 2004 - April 2015
Job Senior Advisor Consultant, Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments May 2004 - April 2015
Franklin Templeton Investments 2015 - 2015
Franklin Templeton Investments 2015 - 2015
Franklin Templeton Investments 2005 - 2009
Wells Fargo Funds 2001 - 2003
SunAmerica Mutual Funds 2000 - 2001
Raymond James & Associates 1988 - 2000
E.F. Hutton, Inc. 1986 - 1988
US Army September 1983 - September 1986
Skills
Mutual Funds, Nonprofits, Series 7, Asset Allocation, Securities, Retirement Planning, Wealth Management, Retirement, Bonds, Investment Management, Sales, Investment Advisory, IRAs, Portfolio Management, Financial Advisory, Investment Strategies, Relationship Management, Financial Services, Investments, 401k, Series 6
Education
Furman University 1979 — 1983
BA, Psychology
Franklin Templeton Investments May 2004 - April 2015
Franklin Templeton Investments 2015 - 2015
Franklin Templeton Investments 2015 - 2015
Franklin Templeton Investments 2005 - 2009
Wells Fargo Funds 2001 - 2003
SunAmerica Mutual Funds 2000 - 2001
Raymond James & Associates 1988 - 2000
E.F. Hutton, Inc. 1986 - 1988
US Army September 1983 - September 1986
Skills
Mutual Funds, Nonprofits, Series 7, Asset Allocation, Securities, Retirement Planning, Wealth Management, Retirement, Bonds, Investment Management, Sales, Investment Advisory, IRAs, Portfolio Management, Financial Advisory, Investment Strategies, Relationship Management, Financial Services, Investments, 401k, Series 6
Education
Furman University 1979 — 1983
BA, Psychology
Vivek Pai's Franklin Templeton Investments Experience April 2015 - Present
Job Treasurer Global Fund Admin. & Reporting, Alternative Strategies & Pvt. Funds at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2015 - Present
Franklin Templeton Investments March 2011 - March 2015
Franklin Templeton Investments July 2009 - March 2011
Franklin Templeton Investments January 2008 - June 2009
Franklin Templeton Investments October 2003 - November 2005
Franklin Templeton Investments October 2001 - October 2003
Franklin Templeton Investments October 2000 - September 2001
Capital International April 2000 - October 2000
Birla Sun Life Asset Management (I) Pvt. Ltd November 1996 - April 2000
Apollo Finvest India Pvt Ltd December 1994 - November 1996
Skills
Mutual Funds, Capital Markets, Equities, Corporate Finance, Asset Management, Risk Management, Banking, MIS
Education
Institute of Chartered Accountants of India 1991 — 1994
ACA, Chartered Accountant - Finance and Accounts
Goa University 1988 — 1991
BCom, Commerce
Jai Hind College 1986 — 1988
HSC, Commerce
Kendriya Vidyalaya 1980 — 1986
SSC
Franklin Templeton Investments April 2015 - Present
Franklin Templeton Investments March 2011 - March 2015
Franklin Templeton Investments July 2009 - March 2011
Franklin Templeton Investments January 2008 - June 2009
Franklin Templeton Investments October 2003 - November 2005
Franklin Templeton Investments October 2001 - October 2003
Franklin Templeton Investments October 2000 - September 2001
Capital International April 2000 - October 2000
Birla Sun Life Asset Management (I) Pvt. Ltd November 1996 - April 2000
Apollo Finvest India Pvt Ltd December 1994 - November 1996
Skills
Mutual Funds, Capital Markets, Equities, Corporate Finance, Asset Management, Risk Management, Banking, MIS
Education
Institute of Chartered Accountants of India 1991 — 1994
ACA, Chartered Accountant - Finance and Accounts
Goa University 1988 — 1991
BCom, Commerce
Jai Hind College 1986 — 1988
HSC, Commerce
Kendriya Vidyalaya 1980 — 1986
SSC
Catherine Zhang, MBA, CPA's Franklin Templeton Investments Experience March 2014 - Present
Job Sr. Manager, Global Tax Provision
Industry Investment Management
Experience
Franklin Templeton Investments March 2014 - Present
Agilent Technologies April 2011 - March 2014
Oracle 2007 - 2011
Environmental Chemical Corporation 2004 - May 2007
Stavalone & Hughes, CPAs 2003 - 2004
Cap Gemini Ernst & Young January 2001 - February 2002
Hallmark Cards 1994 - 1998
Skills
Tax Compliance, Tax Accounting, Corporate Tax, International Tax, Income Tax, SOX, Tax Research, Federal Tax, Mergers, Tax, Accounting, Financial Reporting, FAS109, Tax Returns, SEC filings, Sarbanes-Oxley Act, US GAAP, SOX 404, Tax Preparation, FIN 48, Sarbanes-Oxley, Acquisition Integration, US Tax, Financial Statements, IFRS, PeopleSoft
Education
Golden Gate University
Master, Taxation
Universite de Paris XII
Master, MBA - Information System Management
Franklin Templeton Investments March 2014 - Present
Agilent Technologies April 2011 - March 2014
Oracle 2007 - 2011
Environmental Chemical Corporation 2004 - May 2007
Stavalone & Hughes, CPAs 2003 - 2004
Cap Gemini Ernst & Young January 2001 - February 2002
Hallmark Cards 1994 - 1998
Skills
Tax Compliance, Tax Accounting, Corporate Tax, International Tax, Income Tax, SOX, Tax Research, Federal Tax, Mergers, Tax, Accounting, Financial Reporting, FAS109, Tax Returns, SEC filings, Sarbanes-Oxley Act, US GAAP, SOX 404, Tax Preparation, FIN 48, Sarbanes-Oxley, Acquisition Integration, US Tax, Financial Statements, IFRS, PeopleSoft
Education
Golden Gate University
Master, Taxation
Universite de Paris XII
Master, MBA - Information System Management
Briggitte McMillion's Franklin Templeton Investments Experience August 1995 - April 1999
Job Financial Analyst II at Dignity Health
Industry Accounting
Experience
Dignity Health February 2011 - Present
TSYS POS Systems and Services April 2004 - October 2010
Agilent Technologies April 1999 - May 2003
Franklin Templeton Investments August 1995 - April 1999
Skills
Management, Accounts Receivable, Financial Reporting, ERP, Cost Accounting, Banking, Business Process..., Cross-functional Team..., Leadership
Education
Golden Gate University 2001 — 2003
Masters, Finance
Minot State University 1981 — 1983
B.S., Accounting
The University of Texas at Austin 1978 — 1980
Engineering Science
Dignity Health February 2011 - Present
TSYS POS Systems and Services April 2004 - October 2010
Agilent Technologies April 1999 - May 2003
Franklin Templeton Investments August 1995 - April 1999
Skills
Management, Accounts Receivable, Financial Reporting, ERP, Cost Accounting, Banking, Business Process..., Cross-functional Team..., Leadership
Education
Golden Gate University 2001 — 2003
Masters, Finance
Minot State University 1981 — 1983
B.S., Accounting
The University of Texas at Austin 1978 — 1980
Engineering Science
JULIE HAYNIE's Franklin Templeton Investments Experience February 1997 - August 2007
Job Tax Manager at Hitachi America, Ltd.
Industry Accounting
Experience
Hitachi America, Ltd. September 2007 - Present
Franklin Templeton Investments February 1997 - August 2007
Franklin Templeton Investments July 1984 - August 2007
Skills
Tax, Sarbanes-Oxley Act, Accounting, Financial Reporting, International Tax, Tax Research, Tax Accounting, Corporate Tax, Transfer Pricing, Financial Analysis, Tax Advisory, Income Tax, CPA, Tax Law, Tax Preparation, Treasury Management, Sales & Use Tax, Securities, Great Plains Software, Partnership Taxation
Education
Golden Gate University 1997 — 2000
Master of Science (MS), Taxation
San Francisco State University
Bachelor of Science (BS), Business Administration, Management and Operations
Hitachi America, Ltd. September 2007 - Present
Franklin Templeton Investments February 1997 - August 2007
Franklin Templeton Investments July 1984 - August 2007
Skills
Tax, Sarbanes-Oxley Act, Accounting, Financial Reporting, International Tax, Tax Research, Tax Accounting, Corporate Tax, Transfer Pricing, Financial Analysis, Tax Advisory, Income Tax, CPA, Tax Law, Tax Preparation, Treasury Management, Sales & Use Tax, Securities, Great Plains Software, Partnership Taxation
Education
Golden Gate University 1997 — 2000
Master of Science (MS), Taxation
San Francisco State University
Bachelor of Science (BS), Business Administration, Management and Operations
Navid Tofigh's Franklin Templeton Investments Experience July 2004 - October 2013
Job Associate General Counsel at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments July 2004 - October 2013
Morrison & Foerster LLP January 1999 - July 2004
Education
Georgetown University Law Center 1997 — 1998
Master of Laws (LL.M.) with Distinction, Securities and Financial Regulation
Southern Methodist University Dedman School of Law 1994 — 1997
Doctor of Law (J.D.)
Santa Clara University 1990 — 1994
Bachelor of Science in Commerce (BSC), Finance
Franklin Templeton Investments July 2004 - October 2013
Morrison & Foerster LLP January 1999 - July 2004
Education
Georgetown University Law Center 1997 — 1998
Master of Laws (LL.M.) with Distinction, Securities and Financial Regulation
Southern Methodist University Dedman School of Law 1994 — 1997
Doctor of Law (J.D.)
Santa Clara University 1990 — 1994
Bachelor of Science in Commerce (BSC), Finance
John Remmert's Franklin Templeton Investments Experience January 2002 - Present
Job Portfolio Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments January 2002 - Present
Skills
Equities
Education
University of Chicago 1984 — 1987
Master of Business Administration (MBA), International Finance
Georgetown University Law Center 1978 — 1981
Doctor of Law (J.D.), Law
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1977
Bachelor of Arts (BA), Economics
Franklin Templeton Investments January 2002 - Present
Skills
Equities
Education
University of Chicago 1984 — 1987
Master of Business Administration (MBA), International Finance
Georgetown University Law Center 1978 — 1981
Doctor of Law (J.D.), Law
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1977
Bachelor of Arts (BA), Economics
Gretchen Larson's Franklin Templeton Investments Experience 1998 - Present
Job Director at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 1998 - Present
Skills
Mutual Funds, Financial Services, Investments, Hedge Funds, Relationship Management, Middle Office, Vendor Management, Project Management, Finance, Back Office
Education
Golden Gate University 1990 — 1993
Bachelor of Science (B.S.)
Franklin Templeton Investments 1998 - Present
Skills
Mutual Funds, Financial Services, Investments, Hedge Funds, Relationship Management, Middle Office, Vendor Management, Project Management, Finance, Back Office
Education
Golden Gate University 1990 — 1993
Bachelor of Science (B.S.)
Greg Meldahl's Franklin Templeton Investments Experience 1989 - 1999
Job Financial Services Professional
Industry Financial Services
Experience
Banc of America Securities 1999 - 2007
Franklin Templeton Investments 1989 - 1999
Accountants Inc 1987 - 1989
Education
Golden Gate University
Master of Business Administration (MBA), Management
University of Puget Sound
Bachelor of Science (BS), Accounting
University of Washington
Bachelor of Arts (BA), Business Administration
Banc of America Securities 1999 - 2007
Franklin Templeton Investments 1989 - 1999
Accountants Inc 1987 - 1989
Education
Golden Gate University
Master of Business Administration (MBA), Management
University of Puget Sound
Bachelor of Science (BS), Accounting
University of Washington
Bachelor of Arts (BA), Business Administration
Sarah Stypa's Franklin Templeton Investments Experience September 1985 - July 2005
Job Director of Marketing at Fiduciary Trust Company International
Industry Investment Management
Experience
Fiduciary Trust Company International October 2009 - Present
Franklin Templeton Investments September 1985 - July 2005
BankAmerica Corporation August 1982 - September 1985
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Marketing, Mutual Funds, Leadership
Education
Georgetown University 1978 — 1982
Bachelor of Arts (BA), History
Fiduciary Trust Company International October 2009 - Present
Franklin Templeton Investments September 1985 - July 2005
BankAmerica Corporation August 1982 - September 1985
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Marketing, Mutual Funds, Leadership
Education
Georgetown University 1978 — 1982
Bachelor of Arts (BA), History
Yoonsik Park's Franklin Templeton Investments Experience April 2013 - June 2013
Job FICC Analyst
Industry Investment Banking
Experience
Woori Investment & Securities June 2014 - July 2014
Franklin Templeton Investments April 2013 - June 2013
Republic of Korea Army June 2011 - March 2013
Education
Georgetown University 2009 — 2015
Economics, Bachelor’s Degree(3.5/4.0)
Episcopal High School 2006 — 2009
High School
Woori Investment & Securities June 2014 - July 2014
Franklin Templeton Investments April 2013 - June 2013
Republic of Korea Army June 2011 - March 2013
Education
Georgetown University 2009 — 2015
Economics, Bachelor’s Degree(3.5/4.0)
Episcopal High School 2006 — 2009
High School
Vanguard
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments