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,
Franklin Templeton Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Franklin Templeton Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Franklin Templeton Investments Salaries. You can even request information on how much does Franklin Templeton Investments pay if you want to. Learn about salaries, pros and cons of working for Franklin Templeton Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
3,973 Franklin Templeton Investments employees in database. Find out everything there's to know about Franklin Templeton Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Franklin Templeton Investments Employees
Franklin Templeton Investments November 2013 - Present
Franklin Templeton Investments October 2010 - November 2013
Franklin Templeton Investments June 2007 - September 2010
Franklin Templeton Investments May 2006 - June 2007
Spokane Arena May 2005 - May 2006
Skills
Marketing, Marketing Strategy, Product Marketing, Leadership, Advertising, Microsoft Office, Investments
Education
Santa Clara University 2008 — 2012
Masters, Business Administration
Gonzaga University 2002 — 2006
BA, Business Administration
Deloitte Digital August 2011 - Present
Treehouse Logic May 2010 - August 2010
Franklin Templeton Investments August 2008 - July 2009
Genband July 2006 - June 2008
Skills
Analytics, Digital Marketing, Strategy, Product Management, Market Research, Competitive Analysis, Social Media Marketing, Product Marketing, Business Strategy, Start-ups, Leadership, Product Innovation, Project Management, Decision Making, Executive Presentation..., Agile Methodologies, Design Workshops, Data Analysis, JIRA
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Business Marketing and General Mangement
Motilal Nehru National Institute Of Technology 2002 — 2006
B.S., Computer Science
Self-employed August 2011 - Present
Franklin Templeton Investments 2004 - 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, Project Planning, Microsoft Word, Project Management, Operations Management, PowerPoint, MS Project, Management, Outlook, Analysis, Budgets, Program Management, Leadership, Team Leadership
Education
Illinois State University 1998 — 2002
Bachelor's degree, Marketing/Marketing Management, General
Deerfield High School 1994 — 1998
Franklin Templeton Investments October 2008 - Present
AIG SunAmerica January 2007 - October 2008
A.G. Edwards & Sons, Inc. December 2000 - January 2007
Skills
Variable Annuities, Series 7, Financial Services, Fixed Annuities, Equities, Marketing, Mutual Funds, Estate Planning, Sales, Series 63, Separately Managed..., New Business Development, Retirement Planning, FINRA, Uniform Combined State...
Education
Grand Valley State University 2010 — 2012
MBA
Michigan State University 1991 — 1995
BA, Business Administration
Academy Mortgage Corporation September 2012 - Present
Cragun Rhees Advisors January 2010 - Present
SLC Angels (formerly Olympus Angels) 2010 - Present
Ford Motor Credit Company June 2006 - December 2009
Utah Association of Financial Services (UAFS) 2000 - 2009
Westminster College August 2006 - December 2008
American Heart Association 2000 - 2008
Franklin Templeton Investments October 1998 - March 2006
The Living Planet Aquarium 2005 - 2006
Utah Bankers Association 2004 - 2006
Skills
Banking, Internet Banking, Credit Cards, Commercial Cards, Prepaid Cards, Deposits, Consumer Lending, Consumer Finance, Strategic Leadership, Strategic Thinking, Business Planning, Competitive Analysis, New Business Development, Service Operations, Process Development, Process Management, Credit Risk, Financial Management, Innovation, Creative Problem Solving, Product Strategy, Due Diligence, Change Management, Team Building, Cross-functional Team..., Leadership Development, Corporate Governance, Enterprise Risk..., Financial Control, Banking Regulations, Payments, Management Consulting, Credit, Entrepreneurship, Managerial Finance, Financial Services, Strategy, Leadership, Mortgage Banking, Mortgage Lending, Mergers & Acquisitions, Start-ups, Compliance, Portfolio Management, Business Development, Investments, Analysis, Strategic Financial..., Business Strategy, Loans
Education
Indiana University - Kelley School of Business 1986 — 1988
MBA
Utah State University 1979 — 1984
BA
Harvey Mudd College: Center for Environmental Studies May 2015 - July 2015
ParaSOL April 2015 - July 2015
Franklin Templeton Investments June 2013 - August 2013
Chemistry Department, Dubai Modern High School November 2012 - June 2013
Skills
Microsoft Excel, Management, Microsoft Office, Customer Service, Microsoft Word, Research, Teamwork, Matlab, Leadership, Public Speaking, Java, PowerPoint, C++
Education
Harvey Mudd College 2014 — 2018
Engineer's Degree
Gems Modern Academy
ISC, Science & Economics
Agilent Technologies January 2012 - Present
Agilent Technologies, Inc. November 2008 - January 2012
Agilent Technologies, inc March 2001 - January 2008
Franklin Templeton Investments September 1995 - March 2001
KPMG UK January 1991 - September 1995
Skills
Sarbanes-Oxley Act, Financial Analysis, Financial Modeling, Hyperion Enterprise, Financial Reporting, Cross-functional Team..., Process Improvement, Finance, Essbase, Corporate Finance, Strategic Financial..., Accounting, Internal Controls, Mergers & Acquisitions, Cost Accounting
Education
Institute of Chartered Accountants in England and Wales 1991 — 1995
Chartered Accountancy
UCL 1987 — 1990
Bachelor of Arts (B.A.), Geography
Franklin Templeton Investments October 2013 - Present
Franklin Templeton Investments April 2012 - September 2013
Franklin Templeton Investments October 2009 - March 2012
Franklin Templeton August 2007 - September 2009
Oracle Financial Services BPO July 2006 - August 2007
Oracle Financial Services BPO April 2004 - July 2006
Genpact May 2001 - April 2003
Tata Motors July 1997 - June 1999
Skills
Business Strategy, Outsourcing, Business Development, Analytics, Management, Vendor Management, Financial Services, Leadership, Project Management, Business Intelligence, Six Sigma, Business Analysis, Strategy
Education
Indian Institute of Management, Ahmedabad 1999 — 2001
MBA, Marketing & Operations
M S University 1993 — 1997
B.E, Electronics
VSP - International Vision Care April 2015 - Present
Blue Shield of California - Business Planning/Process Service Request October 2014 - November 2014
Franklin Templeton Investments August 2014 - October 2014
VSP Vision Care - Client Financial Services April 2014 - July 2014
Novitex Enterprise Solutions (Pitney Bowes Management Services) September 2013 - November 2013
Blue Shield of California (Experis) August 2013 - September 2013
Blue Shield of California (Randstad Sourceright) December 2012 - July 2013
Health Net Federal Services 2007 - 2012
Health Net Federal Services (Kelly Services) 2006 - 2007
Jackson Hewitt Tax Services 2006 - 2007
Skills
Leadership, Management, Marketing, Business Development, Business Analysis, Business Requirements, Project Management, Data Analysis, Product Management, Process Improvement, Product Development, Analysis, Quality Assurance, Strategic Planning, Team Building, Strategy, Training, SalesForce, Software Documentation, Software System Analysis, SQL, Databases, Bluezone, FACETS, Dreeamweaver, Documentum, Fastrieve, Visio 5, Peachtree Accounting
Education
Heald College
Computer Business Administration, 4.0
BlackRock September 2005 - Present
Wells Fargo January 2005 - September 2005
Fremont Investment Advisors September 1997 - January 2005
KidSoft LLC July 1996 - September 1997
Franklin Templeton Investments January 1994 - July 1996
Education
San Francisco State University 1994 — 1996
Master of Business Administration (MBA), Finance
Golden Gate University 1987 — 1991
Bachelor's degree, Accounting
Mattel, Inc. September 2015 - Present
Fisher-Price June 2015 - August 2015
Tahaanga March 2015 - May 2015
KPMG Advisory October 2009 - April 2014
KPMG Global Services (KGS) November 2011 - January 2013
Indiana University August 2008 - May 2009
KPMG June 2008 - August 2008
Franklin Templeton Investments June 2007 - August 2007
Skills
Due Diligence, Mergers, Budgets, Mergers & Acquisitions, Financial Analysis, Business Valuation, Private Equity, Financial Modeling, Program Management, Corporate Finance, Financial Reporting, Banking, Management, Microsoft Office, Management Consulting, Finance, Social Media, Social Networking
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Marketing
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science, Finance and Accounting
Karen Marcel - Self Employed April 2008 - Present
City of Milpitas February 1999 - July 2000
Lifeguard Health Services September 1997 - January 1999
Franklin Templeton Investments September 1995 - September 1997
Skills
Copywriting, Web Content Creation, Blogging, Fiction, SEO copywriting, Web Content, Content Writing, Copy Editing, Freelance Writing, Content Strategy, Content Development, Marketing Copy, Content Marketing, Content Management, Web Content Management, Proofreading, Newsletters, Fiction Writing, Travel Writing, Social Media, Social Media Marketing, Social Media Strategist, Social Media Consulting, Social Media Blogging, Press Releases, Project Management, IT Management, IT Outsourcing, Experienced Business..., MS Project, RFP Generation, Business Process...
Education
Illinois State University
Bachelor of Science (BS), Psychology
United Township High School
University of California, Santa Cruz
Certification, IT Management
Cardinal Health June 2015 - Present
Innowireless April 2012 - April 2015
Kelley Korean Finance Seminar January 2014 - December 2014
Franklin Templeton Investments May 2014 - August 2014
Korea Creative Convergence Forum December 2012 - December 2013
Republic of Korea Army August 2011 - August 2013
Skills
Equity Valuation, RFP, Microsoft Excel, Microsoft Word, PowerPoint, Translation, Team Building, Multi-Cultural Team..., Financial Analysis
Education
Indiana University Bloomington 2009 — 2015
Bachelor of Science (BS), Accounting and Finance
Franklin Templeton Investments December 2006 - Present
Skills
Accounting, Business Strategy, Financial Analysis, Insurance, Leadership, Investments, Life Insurance, Mutual Funds, Long Term Care Insurance, Retirement, Retirement Planning, Securities, Strategic Financial..., Term Life Insurance, Finance, Financial Planning, Microsoft Excel, Microsoft Office, Sales, Management, Strategic Planning, Team Building
Education
DeVry University 2005 — 2007
Bachelor's degree, Technology Management with empahsis in Accounting
Heald College-Roseville 2002 — 2004
Associate's Degree, Business Administration, Management and Operations
BlackRock February 2003 - Present
BlackRock April 2001 - February 2003
Franklin Templeton Investments June 1998 - December 2000
Wharton Small Business Development Center August 1997 - December 1997
Federated Investors June 1997 - August 1997
Skills
Equities, Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, Asset Management, Investment Strategies, Bloomberg, Portfolio Management, Investments, Investment Management, Derivatives, Equity Research, ETFs, Mutual Funds
Education
Hanover College 1994 — 1998
Bachelor's degree, Business Administration and Management, General
LN High School
Franklin Templeton Investments October 2012 - Present
Logitech July 2012 - September 2012
Logitech January 2012 - June 2012
Craig school of business August 2011 - December 2011
Skills
Competitive Analysis, Process Improvement, Market Research, Business Analysis, Financial Analysis, Business Intelligence, Social Media Marketing, Market Analysis, Project Portfolio..., KPI Dashboards, Analytics, CRM, Scrum, Strategic Financial..., Vendor Management, Market Requirements..., Oracle Discoverer, Performance Benchmarking, Corporate FP&A, Financial Forecasting, Metric Development, R, Data Science, Digital Marketing
Education
California State University 2010 — 2012
MBA, Marketing & International Business
University of California, Berkeley 2012 — 2013
Certificate Program in Product Management
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 2011 — 2011
Summer study abroad program, International Business, IHRM, 4.0
University of Kerala 2005 — 2009
B.Tech, Electronics and Communication
ScrumAlliance 2012 — 2012
Certified Scrum Master
Kendriya Vidyalaya
MOOC
Data Science
Franklin Templeton Investments October 1993 - Present
Kemper Financial Services May 1983 - October 1993
Skills
Asset Management, Capital Markets
Education
Illinois Wesleyan University 1979 — 1983
B.S. Busines Administration, Finance, Economics
Recelerate Ventures August 2014 - Present
Cyrus J. Johnson, Esq. July 2002 - Present
Tano Capital 2011 - 2013
Franklin Templeton Investments 2007 - 2010
Tano Capital 2004 - 2007
Skills
Law, Advocacy, Commerce, Global Finance, Venture Capital, Private Equity, International Law, Intellectual Property, Start-ups, Civil Rights, International Relations, Corporate Agreements, Estates & Trusts, Financial Due Diligence, Private Foundations, Teaching, Public Speaking, Due Diligence, Strategic Planning, Management, Mergers & Acquisitions, Investments, Corporate Law, Negotiation, Finance, Consulting, Business Strategy
Education
University of San Francisco School of Law
Juris Doctor (J.D.), Law & International Trade/Law
Trinity College, Dublin
University of San Francisco
Bachelor's degree, Politics-International Relations
Harvard University
Judicial Politics & Foreign Language
University College Cork
Irish History, Politics, Economy, Culture & Trade
Voltec Electrical Systems Inc. September 2005 - Present
Franklin Templeton Investments September 1997 - January 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Budgets, Strategic Planning, C++, Negotiation
Education
Humber College 2003 — 2007
Electrical License (red Seal), Electrician
Earl Haig SS 1991 — 1994
High School Diploma
TD Bank Group July 2014 - Present
American Express March 2010 - July 2014
Manulife Financial October 2007 - July 2009
Rogers Communications May 2007 - October 2007
Franklin Templeton Investments October 2006 - March 2007
ADP Canada June 2006 - August 2006
Hydro One February 2006 - May 2006
MTC Computer Solutions Inc. May 2004 - February 2006
Skills
Business Analysis, Business Process..., Project Management, Business Architecture, Strategic Analysis, Knowledge Management, ITIL, SDLC, Data Analysis, Agile Methodologies, User Documentation, Technical Writing, CRM Applications, Financial Services, Credit Cards, Commercial Banking, Customer Service
Education
Humber College 2008 — 2008
Microsoft SQL Server Certificate, Computing - Database
Ryerson University 2001 — 2005
Bachelor of Commerce, IT Management - Systems Development and Implementation
IIBA
N/A, Working towards Certified Business Analyst Professional (CBAP)
BA Group
BA Group
High School
Hotwire March 2012 - Present
Franklin Templeton Investments October 2011 - February 2012
O'Reilly Media January 2011 - October 2011
Fannie Mae March 2010 - December 2010
FormFactor November 2009 - March 2010
Ulticom November 2008 - March 2009
FormFactor Inc. August 2008 - November 2008
D.B. Zwirn & Co. November 2007 - July 2008
Tata Consultancy Services April 2005 - November 2007
TCS July 2006 - September 2006
Skills
Oracle E-Business Suite, Oracle Applications, Oracle Discoverer, XML Publisher, Oracle, PL/SQL, Oracle Reports, Oracle Developer 2000, BI Publisher, Order Management, SQL, Toad, Oracle Forms, SQL*Plus, Unix, Unix Shell Scripting, ERP, Business Intelligence, Requirements Analysis, SOA, Requirements Gathering, OBIEE, SDLC, SQL Loader, Performance Tuning, Data Warehousing, Data Migration, Informatica
Education
Guru Gobind Singh Indraprastha University 2000 — 2003
Bachelor’s Degree, Computers
Green Fields Public School 1992 — 2000
High School
Softchoice May 2013 - Present
Legacy Leaders November 2010 - May 2013
Legacy Leaders August 2010 - November 2010
LUCHFORD APM January 2009 - March 2009
Legacy Leaders Inc. May 2008 - December 2008
The Power Plant Contemporary Art Gallery October 2007 - May 2008
Franklin Templeton Investments January 2008 - April 2008
Skills
Fundraising, Event Planning, Public Relations, Media Relations, Press Releases, Social Media, Event Management, Strategic Communications, Marketing Communications, Non-profits, Social Media Marketing, Corporate Communications, Internal Communications, Social Networking, Marketing, Advertising, Client Relations Skills, Project Management, Nonprofits
Education
Humber College 2005 — 2009
Public Relations
University of Guelph 2005 — 2009
BAA, Media Studies
Franklin Templeton Investments April 2014 - Present
Scotiabank December 2012 - August 2013
Zurich Insurance Company Ltd. February 2011 - February 2011
AIESEC September 2008 - June 2009
Skills
SQL, Data Analysis, Microsoft Excel, Marketing Research, HTML5, CSS, Social Media Marketing, Marketing, Management, Finance
Education
Queen's University 2012 — 2013
Master of International Business, International Business, 3.5/4.0
Grenoble Ecole de Management - Grenoble Graduate School of Business 2013 — 2013
Exchange, Management
OneAmerica January 2015 - Present
White Oak Advisors August 2011 - January 2015
Principal Financial Group December 2007 - June 2011
Principal Financial Group May 2006 - December 2007
Niles Lankford Group April 2001 - April 2006
American United Life December 1999 - April 2001
Franklin Templeton Investments July 1998 - December 1999
Skills
Retirement Plan..., ERISA, Defined Benefit, Pensions, Retirement Planning, Defined Contribution, Series 7, Plan Design, Retirement Plan..., 403(b) Consulting
Education
Indiana University—Purdue University Fort Wayne 1995 — 1998
BS in Finance
Purdue University 1993 — 1995
Growing Up 2010 - Present
Franklin Templeton Investments October 2007 - Present
Franklin Templeton Investments April 2006 - October 2007
Digitas, Inc August 2004 - March 2006
Digitas, Inc April 2004 - August 2004
Digitas, Inc April 2002 - March 2004
Arthur D Little August 2000 - February 2002
Skills
Compensation, HRIS, Salary, FLSA, PeopleSoft, Vendor Management, Workforce Planning, Policy, Data Analysis, Process Improvement, Job Evaluation, HR Policies, Mergers, Lawson, Access, Excel, PowerPoint, Outlook, Word, Budgeting, Analysis, Vendor Relations, Business Analysis, Tableau, InfoPath, Microsoft Excel, Deferred Compensation, Talent Management, Executive Pay, Recruiting, Compensation, Personnel Management
Education
Haslam College of Business at the University of Tennessee 1996 — 1999
BA, Human Resources
W@W
Franklin Templeton Investments 1995-2014 2012 - September 2014
Franklin Templeton Investments 1998 - 2014
The Duke Endowment 1992 - 1995
Skills
Equity Research, Equities, Investments, Separately Managed..., Asset Allocation, Asset Management, Fixed Income, Investment Strategies, Investment Management, Wealth Management, Capital Markets, Investment Advisory, Valuation, Securities, Financial Modeling, Portfolio Management, Due Diligence, Financial Markets
Education
Indiana University - Bloomington, Indiana
Bachelor's Degree
Indiana University Bloomington
Bachelor of Science (B.S.)
Lash Group March 2003 - Present
ImproveNet March 1999 - March 2002
Franklin Templeton Investments January 1997 - October 1999
General American Life June 1988 - March 1995
Skills
Accounting, Quality Assurance, ADP Payroll, HRIS, Benefits, Process Improvement, Employee Benefits
Education
Stanford University Continuing Studies
Business Administration and Management, General
Heald College
Associate's degree, Accounting and Computer Science
San Francisco State University
Business Administration and Management, General
Tarakanita Institute
Bachelor of Business Administration (B.B.A.), Business
Michael Haywood & Associates Ltd. August 2010 - Present
Allan Financial and Dundee Insurance Agency October 2008 - August 2010
Franklin Templeton Investments June 2007 - February 2008
Manulife Financial August 2002 - June 2007
Education
Huron University College 1995 — 1998
Bachelor of Arts
Franklin Templeton Investments May 2014 - Present
Franklin Templeton Investments September 1997 - April 2014
DLJ April 1997 - September 1997
Merrill Lynch Investment Managers January 1994 - April 1997
Bloomberg 1992 - 1993
Skills
Market Structure, Trading System, Equities, Electronic Trading, Trading Systems, Equity Trading, Series 7, Series 63, Trading, Capital Markets, Equity Research, Investments, Series 24, Execution Management..., Mutual Funds, Strategy, Financial Markets, Securities, Prime Brokerage, Bloomberg, Financial Services, ETFs, Bonds
Education
Harvard Business School 2010 — 2010
GMP, Management
The College of New Jersey 1989 — 1993
BS, Finance, Psychology
CRH Canada June 2011 - Present
Intact Financial Corporation January 2009 - February 2011
Franklin Templeton Investments July 2002 - December 2008
Franklin Templeton Investments July 1999 - July 2002
Skills
Change Management, Consulting, Employee Engagement, HRIS, Leadership, Leadership Development, Onboarding, Organizational..., Organizational..., Performance Management, Personnel Management, Process Improvement, Project Management, Public Speaking, Strategic Planning, Succession Planning, Talent Acquisition, Talent Management, Training, Workforce Planning
Education
Humber College 2002 — 2004
CHRM, Certificate in Human Resources Management with Honours
York University 1996 — 1999
Specialized Honours BA, French Studies
Samson Capital Advisors June 2004 - Present
OFFIT Investment Group (formerly OFFITBANK) 2001 - 2004
Evergreen Investments 2001 - 2004
OFFITBANK 1999 - 2001
OFFITBANK 1991 - 1999
Franklin Templeton Investments 1987 - 1991
Merrill Lynch 1982 - 1987
Education
Hobart College 1978 — 1982
BA, Economics
Arbitration Forums, Inc. July 2011 - Present
PricewaterhouseCoopers 2007 - December 2010
PricewaterhouseCoopers 2006 - 2007
Raymond James Financial 2005 - 2006
Nielsen Media Research 2002 - 2005
Consulting On-Line, Inc 2001 - 2002
Franklin Templeton Investments 2000 - 2001
Home Shopping Network 1999 - 1999
IBM Global Services 1998 - 1999
Franklin Templeton Investments 1997 - 1998
Skills
Visio, Requirements Analysis, Requirements Gathering, Business Analysis, Software Documentation, Business Process, Agile Methodologies, Quality Assurance, Process Improvement, Analysis, User Acceptance Testing, Cross-functional Team..., Business Requirements, Change Management, Business Process Design, Data Analysis, Enterprise Architecture, SDLC, Testing, Vendor Management
Education
University of Connecticut 1973 — 1975
BA
Hillsdale College 1971 — 1973
American Funds January 2013 - Present
Goldman Sachs March 2010 - January 2013
Franklin Templeton Investments November 2007 - March 2010
Raymond James Financial Services August 2005 - August 2007
Education
University of Tampa - John H. Sykes College of Business 2003 — 2005
MBA, Finance
Illinois State University 2001 — 2003
B.S., Finance
Corporate Brokers October 2014 - Present
Franklin Templeton Investments May 2013 - Present
Franklin Templeton 2013 - Present
Bluegreen Vacations December 2012 - April 2013
Saks Fifth Avenue January 2011 - November 2012
Law Office of Nancy L Cavey July 2010 - December 2010
Journeys May 2009 - August 2009
Skills
Training, Visual Merchandising, Merchandising, Loss Prevention, Retail Sales, Cash Flow, Customer Service
Education
St. Petersburg College 2012 — 2012
Certificate in management and leadership, Business Administration and Management, General
Indiana University Bloomington 2005 — 2009
Bachelors of Science, Human Resources, Ballet
RBC Wealth Management January 2014 - Present
RBC Wealth Management Financial Services July 2005 - January 2014
Canada Life 2003 - 2004
Franklin Templeton Investments 1992 - 1999
Skills
Insurance, Customer Service, Wealth Management, Marketing Strategy, Investment Advisory, Estate Planning, Disability Insurance, Retirement Planning, Financial Services, Strategic Financial..., Investments, Life Insurance, Financial Advisory
Education
Humber College 1991 — 1993
Marketing, Marketing
Miller Howard Investments November 2012 - Present
Franklin Templeton Investments October 2007 - January 2012
TruSource January 2003 - October 2007
Liberty Funds Group April 1999 - May 2002
Nicholas Applegate January 1998 - April 1999
Morgan Stanley Dean Witter September 1995 - January 1998
Northern Trust September 1992 - September 1995
Administrative Management Group September 1987 - September 1992
Northern Trust January 1985 - September 1987
Harris Bank February 1983 - January 1985
Skills
Retirment Services, Mutual Funds, Institutional Sales, Institutional..., Direct Sales, Investments, Distribution, Client Services, Sales Process, Problem Solving, Product Development, Business Planning, FINRA, Series 7, Series 66, Series 63, Educational Seminars, Financial Services, New Business Development, 401k, Separately Managed..., Defined Contribution, Alternative Investments, ERISA, Uniform Combined State..., Investment Strategies, Retirement, Wealth Management, Retirement Planning
Education
Illinois State University
BS, Business, Economics, Accounting
Seed Wealth Management, Inc. August 2014 - Present
Evanston Entrepeneur Lab May 2009 - Present
RBS Securities July 2009 - July 2014
Credit Suisse August 1994 - July 2009
Franklin Templeton Investments 1988 - 1992
Skills
Fixed Income, Structured Products, Capital Markets, Business Strategy, Strategy, Structured Finance, Entrepreneurship, Hedge Funds, Start-ups, Securitization, Alternative Investments
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Analytical Finance
Hamilton College 1984 — 1988
BA, Economics
The London School of Economics and Political Science (LSE) 1986 — 1987
General Course Studies
Breck School
Breck School
Mackenzie Investments September 2015 - Present
DAC Group June 2014 - July 2015
Franklin Templeton Investments June 2012 - June 2014
Gearshift Inc. January 2010 - June 2012
CIBC July 2009 - June 2012
Royal Bank of Canada July 2007 - March 2009
RBC November 2005 - March 2007
Skills
Competitive Analysis, Marketing Strategy, Social Media Marketing, Advertising, Digital Strategy, Brand Development, Strategic Planning, Leadership, Negotiation, Team Leadership, SEO, SEM, Brand Management, Project Management, Interactive Advertising, Native Advertising, Content Marketing, Consumer Insight, Digital Advertising, Mobile Advertising, Online Advertising, Digital Marketing
Education
IE Business School
Executive Education Open Program, Digital Marketing
IE Business School 2011 — 2012
Global MBA
York University - Schulich School of Business 2001 — 2005
iBBA, Marketing
Wirtschaftsuniversität Wien 2004 — 2004
Economics
Visa December 2012 - July 2015
Franklin Templeton Investments 2011 - 2012
Ernst & Young October 2008 - August 2011
Skills
Private Equity, GAAP, Finance, Auditing, Hedge Funds, Internal Audit, US GAAP, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Financial Statements, Accounting, Financial Analysis, Internal Controls
Education
Golden Gate University 2007 — 2008
Masters, Accounting
IRB - Immigration & Refugee Board May 2014 - Present
ADEFE - Association pour le Developpement de la Femme et de l'Enfant March 2014 - Present
LGC Media Center 2011 - Present
Franklin Templeton Investments 2008 - 2012
Mackenzie Investments 2004 - 2006
Skills
Strategic Planning, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, PowerPoint, Customer Service, Leadership, Team Leadership, Outlook, Teamwork, Time Management, Social Media
Education
Humber College 2006 — 2008
Business Administration and Management, General
Le College Français
Wsaid.org January 2010 - Present
Franklin Templeton Investments August 2007 - February 2009
Education
Northeastern University 2012 — 2013
Master of Science (MSc), Project Management
Northeastern University 2010 — 2012
Bachelors of Science, Organizational Leadership, 3.842
Hocking College 1996 — 1998
Associate of Science (AS), Applied Business
Aligned Capital Partners Inc. September 2013 - Present
FundEX Investments Inc. August 2012 - August 2013
Franklin Templeton Investments December 2010 - July 2012
Franklin Templeton Investments January 2009 - March 2010
Franklin Templeton Investments May 2007 - December 2009
Franklin Templeton Investments August 2006 - May 2007
Green Party of Ontario 2007 - 2007
Skills
Mutual Funds, Asset Managment, Investments, Portfolio Management, Business Development, Retirement Planning, Investment Strategies, Sales, Account Management, Wealth Management, Marketing, Sales Management, Business Strategy, Strategic Planning, Financial Services, ETFs, Securities, Alternative Investments, Asset Management, Asset Allocation, Finance, Relationship Management, Strategic Financial..., Equities, Financial Advisory, Investment Management, Financial Markets, Retirement, Analysis, Investment Advisory, Wealth Management..., Wealth
Education
Huron University College 1999 — 2003
Honors History & English, History, English, Environment
Royal St. George's College 1992 — 1999
Lockheed Martin June 2014 - Present
Lockheed Martin July 2013 - June 2014
Stanford University Medical Center December 2012 - July 2013
Lockheed Martin Space Systems Company May 2012 - December 2012
Lockheed Martin Space Systems Company August 2010 - May 2012
Lockheed Martin Space Systems Company August 2008 - August 2010
Franklin Templeton Investments 2006 - 2008
Franklin Templeton Investments 2005 - 2006
Skills
Organizational..., Personnel Management, Change Management, Program Management, Leadership, Coaching, Strategy, Project Management, Analysis, Salary, Temporary Placement, Project Planning, HRIS, Workforce Planning, Executive Pay, Employee Engagement, Succession Planning, HR Policies, Talent Acquisition, Policy
Education
Golden Gate University 2006 — 2008
Masters of Science, Human Resources Management
Santa Clara University 2001 — 2005
Bachelor of Science, Finance
Riddles Investment Consulting February 2009 - Present
Hansberger Global Investors, Inc. February 2001 - September 2014
Franklin Templeton Investments January 1991 - February 2001
Skills
Performance Measurement, Investments, Performance Attribution, Investment Management, GIPS, Alternative Investments, Asset Management, GIPS Compliance, Asset Allocation, Portfolio Management, Benchmarking, Financial Risk, Risk Management, Bloomberg, Equities, Investment Strategies, Mutual Funds, Valuation, Fund Accounting, Equity Trading, Fixed Income, Investment Advisory, Derivatives, Equity Research, Capital Markets, Hedge Funds, Wealth Management, Investment Performance, Financial Markets, Private Equity, Financial Modeling, Financial Services, Equity Valuation, Due Diligence, Financial Analysis, Emerging Markets, Quantitative Analytics, FactSet, Risk Assessment, Reporting & Analysis, Report Design &..., Custom Benchmarking, Executive Presentations, Investment Operations, GIPS Compliance..., Statistical &..., System Design &..., Process Automation, Process Optimization
Education
Iona College 1980 — 1983
Master of Business Administration (MBA), Concentration: Finance
Iona College 1978 — 1980
Bachelor of Arts (B.A.), English Literature
President's Choice Financial February 2014 - Present
President's Choice Financial September 2011 - February 2014
Rogers Communications October 2010 - September 2011
President's Choice Financial February 2009 - October 2010
President's Choice Financial 2006 - February 2009
President's Choice Financial 2002 - 2006
Canadian Tire Financial Services 1998 - 2002
Franklin Templeton Investments 1993 - 1996
Skills
Analytics, Portfolio Management, Banking, Product Management, Financial Modeling, Financial Analysis, Credit Cards, CRM, Business Strategy, Data Analysis, Financial Services, Business Analysis, Analysis, Segmentation, Direct Marketing, Management, Leadership, Customer Insight, Strategy, Intelligence, Public Lectures, Relationship Management, Competitive Analysis
Education
Harvard Business School 2011 — 2011
Cable Executive Management Program
Chartered Professional Accountants, CMA 2000 — 2003
CPA, Accounting
The University of Western Ontario - Richard Ivey School of Business 1996 — 1998
MBA, Finance, Business
University of Toronto 1989 — 1993
BA, Economics
Cubic Transportation Systems, Inc. July 2015 - Present
Cubic Transportation Systems July 2003 - July 2015
Federal Home Loan Bank of San Francisco May 2002 - June 2003
Wells Fargo Securities April 1999 - May 2002
Franklin Templeton Investments 1997 - 1999
Skills
Financial Analysis, Contract Negotiation, Program Management, FAR, PMP Certification -..., CPCM Certification -..., Contractual Agreements, Contract Law, Financial Modeling, PMP, Letter Writing, Program Management..., Certified Professional..., Contractor Management, Series 7, Series 63, Series 6, Congressional Affairs, NCMA, Vendor Management, PMO, Business Development, Strategic Planning, Public Sector, Public Policy, Agile Project Management, Agile & Waterfall..., Service Level Management, SDLC, Subcontracts Management, Software Licensing, Project Management, Analysis, Cross-functional Team..., Management, Finance, Risk Management, Mergers & Acquisitions, Due Diligence, Process Improvement, Leadership
Education
Golden Gate University 2000 — 2002
Master of Business Administration (MBA), Finance
University of California, Santa Barbara 1992 — 1995
Bachelor's degree, Political Science and Government
Franklin Templeton Investments April 2015 - Present
Boston Research Technologies, LLC (Revelo Group) January 2012 - April 2015
BlackRock December 2009 - April 2012
Barclays Global Investors January 2004 - December 2009
Advisor Software, Inc. October 2001 - November 2003
Xigo, Inc. September 1999 - June 2001
Morgan Stanley Capital International (Barra) October 1998 - September 1999
Ernst & Young LLP May 1995 - October 1998
Accenture 1992 - 1994
Morgan Stanley 1991 - 1992
Skills
Strategy, Analytics, Product Management, Segmentation, Product Development, Business Strategy, Market Research, Mutual Funds, Leadership, ETFs, Investments, Asset Management, Competitive Intelligence, Business Intelligence, Business Development, Consulting
Education
Hamilton College 1988 — 1992
BA, Economics
The London School of Economics and Political Science (LSE) 1990 — 1991
GS, Economics
University of California, Office of the President June 2014 - Present
Moss Adams LLP February 2010 - May 2014
Franklin Templeton Investments March 2009 - December 2009
PricewaterhouseCoopers LLP June 2000 - November 2008
Skills
Accounting, Assurance, Auditing, Big 4, CPA, Enterprise Risk..., External Audit, Corporate Tax, Financial Audits, Financial Accounting, Financial Reporting, SEC filings, SOX 404, Sarbanes-Oxley, Sarbanes-Oxley Act, GAAP, Internal Controls
Education
Golden Gate University 1996 — 2000
Bachelor of Science, Accounting
Franklin Templeton Investments May 2014 - Present
JP Morgan Asset Management July 2011 - May 2014
JP Morgan Asset Management March 2007 - July 2011
The Bostonian Group April 2003 - April 2007
Putnam Investments November 1996 - February 2003
Skills
Series 7, Series 63, Retirement Planning, Pensions, Mutual Funds, Investments, Defined Contribution, Asset Allocation, Retirement, Wealth Management, Alternative Investments, Investment Advisory
Education
Hobart and William Smith Colleges 1992 — 1996
Bachelor of Arts (B.A.)
Franklin Templeton Investments July 2013 - March 2015
ONE Financial April 2012 - May 2013
Global Maxfin Investments Inc December 2008 - April 2012
Sentry Investments 2005 - 2008
Dundee Securities 2001 - 2004
IPC Securities Corp 1999 - 2001
Education
HEC Montreal 1994 — 1997
BComm, Finance
College Jean-de-Brébeuf
College Notre-Dame
Notre-Dame de Sion
Woodbury Financial Services 2005 - 2008
Franklin Templeton Investments 1987 - 1999
Education
Golden Gate University 2004 — 2004
Certificate, Financial Planning (Graduate)
Golden Gate University 1999 — 2003
MBA, Finance
MacMurray College 1983 — 1987
Bachelor of Science (B.S.), Business Administration, Marketing
Franklin Templeton Investments October 2005 - Present
GE Insurance Solutions 2001 - 2005
American Management Systems (CGI-AMS) 1997 - 2001
American Management Systems 1997 - 2001
Education
University of Maryland College Park 1995 — 1997
MBA, General Management
University of Houston 1993 — 1995
M.S., Chemical Engineering
Indian Institute of Technology, Kanpur 1989 — 1993
St. Xavier's College
University of Maryland - Robert H. Smith School of Business
Union Bank January 2014 - Present
Franklin Templeton Investments February 2008 - December 2013
Encover January 2008 - February 2008
Apple May 2006 - December 2007
Toyota September 2005 - May 2006
Center for Disease Control January 2005 - September 2005
General Electric May 2000 - December 2004
Skills
SOA, Architecture, Web Applications, Struts, Java Enterprise Edition, Hibernate, Spring, Weblogic, EJB, Ant, JBoss Application Server, Core Java, SDLC, Agile Methodologies, Databases, Eclipse, Integration, JUnit, Java, Oracle, PL/SQL, Web Services, SQL
Education
Indian Institute of Technology, Delhi 1998 — 1999
Masters, Engineering
National Institute of Technology Karnataka 1994 — 1998
Bachelors, Engineering
Social Media Training and Support August 2008 - Present
Social Business Consulting Group (Society3) March 2011 - December 2012
Franklin Templeton Investments January 2004 - July 2008
Non Profits January 2002 - January 2004
ING 1996 - 2002
Principal Financial Group 1983 - 1992
Education
Social Media Academy
City University
International School of Brussels
Old Dominion University
University of Oregon
Claremont McKenna College 2011 - Present
Pitzer College 2006 - Present
Gould Asset Management LLC April 1999 - Present
Rotary International 1994 - Present
Claremont Graduate University January 2002 - May 2006
Franklin Templeton Investments November 1993 - April 1999
Huntington Funds June 1985 - November 1993
Skills
Stata
Education
Harvard Business School 1979 — 1981
Pomona College 1975 — 1979
BA, Economics
Wells Fargo August 2015 - Present
Wells Fargo November 2013 - Present
Franklin Templeton Investments March 2005 - November 2013
Franklin Templeton Investments September 2004 - March 2005
ECapital Financial Corporation January 2004 - September 2004
Intuit January 2003 - January 2004
Freelance April 2002 - January 2003
Providian Financial January 1995 - April 2002
Skills
Project Management, Strategic Sourcing, Procurement, Vendor Management, Root Cause Analysis, Workflow Management, Process Analysis, Identifying Process..., Integration Planning, Integrated Marketing, Advertising, Collateral, Cross-functional Team..., Offset Printing, Process Improvement
Education
Indiana University Bloomington
Bachelor of Arts (B.A.), Journalism
Franklin Templeton Investments July 2013 - Present
Ithaca City Controller's Office January 2013 - May 2013
Ithaca College January 2013 - May 2013
Ithaca College July 2012 - January 2013
Hellmann Worldwide Logistics May 2011 - July 2011
Skills
Financial Analysis, Hedge Funds, Football, Qualitative Research, PowerPoint, Microsoft Excel, Leadership, Thompson One, Bloomberg Terminal
Education
Ithaca College 2009 — 2013
Bachelor of Science (BS), Finance, General and International Business, 3.2/4.0
Snash Designs September 2014 - Present
PLUG June 2008 - Present
RBC August 2012 - July 2014
Franklin Templeton Investments September 2010 - July 2012
Design Intelligence May 2010 - June 2010
City of Brampton March 2005 - August 2009
Skills
Photoshop, Layout, Graphic Design, Creative Problem Solving, InDesign, Adobe Creative Suite, Microsoft Office, PeopleSoft, SharePoint, HTML, Web Content Management, Illustration, Drawing, WordPress, Time Management, Customer Service, Coaching, Leadership, Social Media, Logo Design
Education
Humber College 2007 — 2010
Associate's Degree, Advertising and Graphic Design
FIS - Fidelity National Information Services February 2013 - January 2015
USAA Federal Savings Bank January 2010 - November 2012
Franklin Templeton Investments September 2004 - September 2009
Ceridian Benefit Services May 2002 - May 2004
First Advantage Corporation (The First American Corp.) July 2000 - January 2002
First American Financial Corporation September 1993 - July 2000
Skills
Customer Satisfaction, Process Improvement, Customer Service, Credit Cards, Mutual Funds, Six Sigma, Project Coordination, Client Issue Resolution, Retirement Savings, Major Accounts, Relationship-building..., Banking, Change Management, Team Building, Problem Solving, Leadership, Management, Insurance, CRM, Microsoft Office
Education
Grove City College
Bachelor of Arts (BA), Business Administration, Economics, and Marketing
Hudson High School
Franklin Templeton Investments May 2013 - Present
TD December 2012 - May 2013
Concussive Design October 2011 - October 2012
Angoss Software Corporation June 2011 - October 2011
Franklin Templeton Investments March 2010 - June 2011
Franklin Templeton Investments September 2007 - March 2010
MCR Rental Solutions April 2007 - September 2007
Automobile Journalists Association of Canada (AJAC) December 2006 - March 2007
XT-M Marketing August 2006 - December 2006
Franklin Templeton Investments January 2006 - April 2006
Skills
Public Relations, Marketing Communications, Digital Marketing, Copywriting, Copy Editing, Team Leadership, Public Speaking, Social Media, Google Analytics, Google Adwords, SEO, Web Project Management, Web Design, Web Development, Wordpress, CSS, HTML, XHTML, Information Architecture, Usability, Business Development, Proposal Writing, Social Media Marketing, SharePoint, Interwoven TeamSite, IBM Connections, Analytics, CMS, Content Management, Corporate Communications, Email Marketing, Internal Communications, Marketing, Newsletters, Photoshop, Press Releases, Strategic Communications, Web Content Management, Website Development, WordPress, PPC
Education
University of Toronto 2010 — 2011
Certificate, E-Business & Web Marketing
Humber College 2003 — 2006
Diploma, Public Relations
Applewood Heights Secondary School 1997 — 2002
Ontario Secondary School Diploma
Franklin Templeton Investments August 2015 - Present
Santa Clara University January 2015 - Present
Santa Clara University March 2015 - Present
Franklin Templeton India June 2015 - August 2015
Alpha Kappa Psi October 2014 - November 2014
Ignatian Family Teach-in for Justice September 2013 - November 2013
Skills
Leadership, Critical Thinking, Financial Modeling, Behavioral Finance, Goal's Driven Investing, Teamwork, Microsoft Excel, Research, Highly personable, Writing, Public Speaking, Data Analysis, R, Matlab, Creativity, Strategic Marketing, English, Blogging, Self-Motivated, Management, Microsoft Word, PowerPoint, Entrepreneurship
Education
Santa Clara University - Leavey School of Business 2013 — 2017
BS in Finance with minors in Economics and English
Imperial College London 2015 — 2015
International Business
Jesuit High School, Sacramento 2009 — 2013
High School Diploma- Magna Cum Laude
ReadCube (Labtiva Inc.) 2007 - Present
Microsoft June 2006 - August 2006
Franklin Templeton Investments June 2002 - August 2005
Inflight Online June 2000 - August 2001
Education
Harvard University 2003 — 2007
Bachelor of Arts (BA), Computer Science
Franklin Templeton Investments October 1997 - Present
Skills
Call Centers, Process Improvement, Customer Service, Outlook, Business Analysis, Microsoft Excel, Banking, Leadership, Software Documentation, Team Leadership, Customer Satisfaction, Data Entry, Training, Financial Services, Customer Retention, CRM, Teamwork, Analysis, Risk Management, Relationship Management, Management, Team Management, Coaching, Performance Management, Team Building, Change Management, Portfolio Management, Cross-functional Team..., Operations Management, Business Development, Quality Assurance, Mutual Funds, Vendor Management, Project Management, Employee Relations, Analytics, Financial Analysis, Business Strategy, Strategic Planning, Employee Training, Product Management, Program Management, Recruiting, Marketing, Fund Accounting, Securities, Troubleshooting, Client Services, Negotiation, Investments
Education
Humber College
Westway
RBC September 2013 - Present
Argyle Communications December 2011 - September 2013
Citizen Relations October 2011 - November 2011
Franklin Templeton Investments May 2011 - August 2011
Torys LLP May 2010 - September 2010
Skills
Communications Planning, Public Relations, Market Research, Media Relations, Corporate Communications, Press Releases, Blogging, Marketing Communications, Event Management, Social Media, Corporate Social..., Sponsorship, Event Planning, Social Media Marketing, Facebook, Strategic Communications, New Media, Writing
Education
Humber College 2010 — 2011
Postgraduate Certificate, Public Relations (Honours)
The University of Western Ontario 2005 — 2009
BA, Political Science/Psychology
Premji Invest June 2015 - Present
Franklin Templeton Investments February 2011 - June 2015
Premji Invest 2015 - 2015
Oracle September 2007 - July 2010
Skills
Time Management, Recruiting, Interviews, Office Management, Temporary Staffing, Staff Development, Human Resources, SharePoint, Program Management, Customer Service
Education
Heald College
Business Administration
Franklin Templeton Investments December 2014 - Present
Skills
Alternative Investments, Risk Management, Portfolio Management, Fixed Income, Investments, Equities, Financial Risk, Asset Management
Education
Harvard Business School 1972 — 1974
M.B.A., Finance
Stanford University 1967 — 1971
B.A., History
Franklin Templeton Investments March 2014 - Present
Sephora March 2011 - March 2014
Sephora January 2008 - March 2011
Luminent Mortgage Capital August 2006 - December 2007
Bay View Capital Corp July 2005 - July 2006
Redwood Trust May 2004 - July 2005
OpenTV February 2002 - May 2004
OpenTV February 2001 - February 2002
OpenTV January 2000 - February 2001
Enterprise Rent-A-Car January 1999 - January 2000
Skills
SEC filings, Accounting, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Management, Finance, Forecasting, Mergers & Acquisitions, Start-ups, Revenue Recognition, SEC Filings, Team Building, Risk Management, Financial Modeling, Financial Statements, Internal Audit
Education
Huntington North High School
Huntington North High School
Indiana University Bloomington
Bachelor of Science, Double Major in Finance & Operations Management
Santa Clara University
Accounting
The Greatful Dad, LLC July 2006 - Present
Bonefish Beach Club of Andros, LTD. January 2002 - Present
Institutional Funds & Services, Inc. October 1995 - November 2011
Franklin Templeton Investments October 1985 - October 1995
Kemper Financial Services September 1982 - September 1985
Continental Bank August 1977 - August 1982
Skills
National Speaker, Public Speaking, Music, Product Development, Entertainment, Sales, Marketing, Photography, Event Planning, Social Networking, Leadership, Entrepreneurship, Social Media Marketing, Public Relations, Online Marketing, Wealth Management, Time Management, Small Business, Marketing Strategy, Advertising, Online Advertising
Education
Illinois State University 1968 — 1972
Bachelor of Science (BS), Business Administration and Management, General
Rich East High school
Mowat Mackie & Anderson LLP January 2015 - Present
SPIN Recruitment Advertising March 2007 - January 2015
Financial Industry October 2002 - December 2014
Bank of America July 1990 - May 1998
Nordstrom August 1987 - July 1990
Franklin Templeton Investments November 1986 - July 1989
Skills
Human Resources, Recruiting, Management, Advertising, Sales, Customer Service, CRM, Time Management, Data Entry, Administrative Assistant, College Recruiting, Assistant Manager, Client Associate
Education
Loyola Marymount University 1981 — 1985
Bachelor of Arts (B.A.), Psychology
Golden Gate University 1987 — 1988
Master of Science (M.S.), Human Resources Management/Personnel Administration, General
EMC July 2015 - Present
SIGMA Marketing Insights March 2015 - June 2015
Pointii January 2015 - April 2015
ELYXX November 2014 - December 2014
Worldpay August 2013 - July 2014
Abtech Engineering Pvt. Ltd. March 2013 - July 2013
S&P Capital IQ June 2012 - March 2013
Franklin Templeton Investments May 2008 - August 2008
Skills
Business Strategy, Entrepreneurship, Market Research, Team Management, Leadership, Competitive Analysis, Digital Marketing, Business Development, Marketing Strategy, Tableau, R, Weka, SQL, Marketing Analytics, Google Analytics, Research, Business Analysis, Microsoft Office, CRM, Pricing Strategy, Salesforce.com, Sales, Product Management, Product Marketing, Market Pricing, HubSpot, Google Adwords, Bloomberg, Management, Data Analysis, Strategy, Analytics, Analysis, Financial Analysis, Finance
Education
University of Rochester - Simon Business School 2014 — 2015
Master's Degree, Marketing Analytics
International Institute of Professional Studies,Devi Ahilya Vishwa Vidyalaya 2010 — 2012
MBA(MS), Finance and Financial Management Services, A
Harvard University 2011 — 2012
international corporate finance, strategic management
International Institute of Professional Studies,DAVV 2007 — 2010
BBA(MS), Business Administration and Management, General
Pyramis Global Advisors January 2014 - Present
Pyramis Global Advisors January 2013 - December 2013
Putnam Investments 1995 - 2009
Kemper Financial Services 1992 - 1995
Franklin Templeton Investments 1988 - 1990
Bankers Trust 1986 - 1988
Skills
Equities, Mutual Funds, Fixed Income, Alternative Investments, Investments, Securities, Bloomberg, Investment Strategies, Asset Management, Series 7, Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Financial Services
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA), N/A, Second Year Honors
Princeton University 1982 — 1986
AB, History
Montclair Kimberley Academy 1978 — 1982
High School, High School/Secondary Diplomas and Certificates
DTCC June 2008 - January 2014
JPMorgan Chase March 2002 - July 2008
WellCare 2007 - 2007
Franklin Templeton Investments November 1997 - March 2002
Skills
Financial Services, Vendor Management, Program Management, Customer Service, Business Analysis, Project Management, Team Leadership, Risk Management, System Administration, Relationship Management, Team Building, Equities, Strategic Planning, Banking, Management
Education
International Academy of Design and Technology-Tampa 2010 — 2013
Bachelor’s Degree, Fashion/Apparel Design
St. Petersburg College 1997 — 1999
Associate of Science (A.S.), Criminal Justice and Corrections
CLC, Incorporated April 2012 - Present
STAR Education September 2006 - April 2012
Franklin Templeton Investments October 1993 - January 1999
Skills
Human Resources, Corporate Recruiting, Training & Development, Leadership, Training, Management, Strategic Planning, Leadership Development, Employee Relations, Coaching, Team Building, Public Speaking, Strategy
Education
Golden Gate University 1996 — 1997
Masters Degree (In Progress), Human Resources
Westmont College 1988 — 1991
Bachelor of Arts, Liberal Studies
South Eugene High School
AAA, The Auto Club Group April 2009 - Present
Franklin Templeton Investments April 2007 - February 2009
Travelers Insurance March 2007 - April 2007
Commanding View, Inc. December 2005 - February 2007
Lincoln FInancial Group 1998 - 2001
The Travelers 1990 - 1998
IPC 1985 - 1990
Genigraphics Corporation 1982 - 1984
Skills
Marketing Strategy, Marketing ROI, Marketing Communications, Advertising, Direct Mail, Event Management, Media Relations, Trade Shows, Internal Communications, Public Relations, Corporate Communications, Web Content, Sales Support, Lead Generation, Strategic Leadership, Term Life Insurance, P&C insurance, Life Insurance, Health Insurance, Maximizer, Activator, Integrated Marketing, Event Planning, Market Planning, Marketing, ROMI, Direct Marketing, Strategic Planning, Competitive Analysis, Email Marketing, Online Marketing, Social Media Marketing, Copywriting, Brand Development, P&C Insurance, Digital Marketing, CRM, Newsletters, Training, Customer Retention, Business Strategy, Sales Management, Marketing Management, Insurance, Management, Strategy, Product Marketing, Brand Management, Program Management, Database Marketing
Education
Ithaca College
BS
Franklin Templeton Group Business AnalystFranklin Templeton InvestmentsFebruary 2009 - Present
Franklin Templeton Investments February 2009 - Present
Franklin Templeton Investments 2006 - 2007
Education
Illinois State University 1998 — 2002
BS, Marketing
Patterson & Dewar Engineers, Inc. August 2013 - Present
Landis+Gyr March 2012 - June 2013
Mangrove Software 2010 - 2012
Veredus Corporation 2002 - 2010
Franklin Templeton Investments 1998 - 2002
Skills
Talent Acquisition, Change Management, Accounting System, Project Management, Employee Relations, Recruiting, Performance Management, College Recruiting, Onboarding, Training, Succession Planning, Employee Benefits, Organizational..., HRIS, Human Resources, Business Process, Employee Engagement, Account Management, Applicant Tracking..., Talent Management, Coaching, Leadership, Management Consulting, Management, Strategic Planning, Interviews, HR Policies, PeopleSoft, Vendor Management, Temporary Placement, Consulting, Marketing, Program Management, Team Leadership, Contract Recruitment, Business Planning, Personnel Management, Team Building, Call Centers, Executive Search, Benefits Administration, Leadership Development, Deferred Compensation, Payroll, Employee Training, Organizational Design, Process Improvement, HR Consulting, Technical Recruiting, Sourcing
Education
Iowa State University
BBA, Management and Accounting
Muscatine High School
Richmond Hill July 2015 - Present
BiCo Finance Club August 2013 - May 2015
SeventySix Capital March 2015 - April 2015
Richmond Hill June 2014 - August 2014
Xerox March 2013 - March 2013
Franklin Templeton Investments March 2013 - March 2013
Watersupplytool June 2012 - August 2012
Haverford College March 2012 - March 2012
Skills
Analysis, Market Research, Economics, Microsoft Excel, Stata, Statistics, Research, Microsoft Office, PowerPoint, Data Analysis, Financial Modeling, Leadership, Public Speaking, Management
Education
Haverford College 2011 — 2015
Bachelor of Arts (B.A.), Economics and Mathematics
University of Pennsylvania - The Wharton School
Corporate Finance
South Forsyth High School 2007 — 2011
Diploma with Honors
Safe Harbor Pension & Wealth August 2009 - Present
Merrill Lynch April 2004 - August 2009
Barclays Global Investors April 2000 - September 2003
Barclays Global Investors September 1997 - April 2000
Franklin Templeton Investments January 1992 - September 1997
Education
Golden Gate University 1994 — 1996
MBA, Finance
University of California, Davis 1986 — 1990
BS, Ag Econ
Wheatland High School
Franklin Templeton Investments November 2006 - Present
Franklin Templeton Investments 2006 - 2009
Investors Bank & Trust May 2001 - November 2006
Skills
Fund Accounting, Financial Analysis, Equities, Analysis, Bloomberg, Leadership, Fixed Income, Investments, Hedge Funds, Alternative Investments, Financial Modeling, Derivatives, Portfolio Management, Valuation, Mutual Funds
Education
Huron University College 1997 — 2001
B.A.C.S., Finance and Administration
Five9 2013 - Present
Zultys, Inc. 2010 - 2013
Franklin Templeton Investments 1991 - 2009
Institute of Nuclear Geophysics 1985 - 1991
Skills
Enterprise Architecture, IT Management, IT Strategy, Project Management, Software Development, Global Application..., Strategic Leadership, Microsoft SQL Server, Software Project..., Cloud Computing, Leadership, SaaS, Data Warehousing
Education
Gubkin Russian State University of Oil and Gas (former Moscow State Academy of Oil and Gas) 1980 — 1985
MS, Computer Engineering
Barker's Music January 2000 - Present
Barker's Music Inc August 2000 - March 2015
Barker's Music 2000 - 2015
Barker's Music 2000 - 2015
Stations January 2014 - September 2014
Taylor, Bean & Whitaker January 2007 - August 2009
Aerojet January 2000 - January 2002
Franklin Templeton Investments January 1995 - January 2000
Education
Heald College-Roseville 2001 — 2002
Associate's Degree, Accounting and Computer Science, 3.5
Heald College 1993 — 1995
AA degree of Accounting, GAAP Accounting
BSH Home Appliances Corporation - North America June 2015 - Present
Edwards Lifesciences January 2015 - June 2015
Automobile Club of Southern California September 2014 - December 2014
Federal Home Loan Bank of San Francisco May 2009 - June 2014
Levi Strauss & Co. October 2007 - December 2008
Franklin Templeton Investments January 2007 - October 2007
Levi Strauss & Co. August 2005 - January 2007
Marin General Hospital May 2005 - August 2005
Bank of America August 2004 - May 2005
ExxonMobil February 2004 - August 2004
Skills
Active Directory, Microsoft SCCM 2007, VMware Workstation, VMware View, Software Packaging, Wise Packaging Studio, Installshield Admin..., Desktop Deployment, Desktop Imaging, Windows 7, ThinApp, MSI Packaging, VMware, System Deployment, Technical Support, Troubleshooting, VBScript, Operating Systems, Windows XP, Software Installation, Hardware, Norton Ghost, Application Packaging, Antivirus, Laptops, MSI, VMware ESX, Desktop Computers, Remote Desktop, Workstations, Testing, Switches, MDT, VMware Infrastructure, Wise Installer, Windows 7 Migration, Hyper-V, Virtualization, Software Deployment, Windows XP Pro, Information Technology, SMS, Group Policy, vSphere, Windows, Servers, SCCM, Disaster Recovery
Education
Heald College 1994 — 1995
Associate of Applied Science Degree, Computer Science
Vanguard January 2015 - Present
Vanguard September 2010 - December 2014
Franklin Templeton Investments January 2009 - August 2010
Franklin Templeton Investments August 2000 - December 2008
ACT II Management Consultants January 1998 - July 2000
Brookes Publishing Co. January 1996 - December 1997
Montgomery College January 1996 - December 1997
Chattanooga Express August 1994 - June 1995
Skills
Global Leadership, Global Marketing, Global Business..., Cross-functional Team..., Asset Managment, Investments, FINRA Series 6, 7, 24,...
Education
Santa Clara University - Leavey School of Business 2008 — 2009
MBA, Business
Harvard Business School 2005 — 2005
Strategic Marketing Management Program
UNSW Australia 1995 — 1996
MA, English Literature
The George Washington University 1990 — 1994
BA, Journalism
Callan Associates August 2014 - Present
Franklin Templeton Investments June 2011 - July 2014
Enterprise Management Consulting Practice January 2011 - May 2011
The William C. Dunkelberg Owl Fund August 2010 - May 2011
Sestak for Senate August 2010 - November 2010
EurosRed June 2008 - August 2008
Skills
Bloomberg Terminal, Capital IQ, Factset, Morningstar
Education
Temple University - Fox School of Business and Management 2007 — 2011
BBA, Finance, and International Business Administration
Instituto Tecnológico Autónomo de México 2010 — 2010
Radnor High School 2003 — 2007
PayPal July 2013 - Present
PayPal Inc. April 2012 - February 2013
Franklin Templeton Investments May 2011 - April 2012
WhipTail Technologies, Inc January 2010 - December 2010
LNM Group August 2008 - January 2010
Lighthouse Venture Capital Group LLC June 2008 - August 2008
Wipro Technologies, Bangalore, India. January 2000 - August 2007
Skills
Product Management, Highly Analytical, Product Marketing, Project Management, Competitive Analysis, Analytics, Business Analysis, Cloud Computing, Business Strategy, SaaS, Product Development, Business Intelligence, Pre-sales, Cross-functional Team..., Market Research, CRM, Business Development, Go-to-market Strategy, Strategy, Start-ups, Management, Management Consulting, Business Process..., Leadership
Education
University of California, San Diego - The Rady School of Management 2007 — 2009
MBA, Finance & Strategy.
Indira Gandhi National Open University 1999 — 2001
MCA, Computer Application.
National Institue of Information Technology (NIIT). 1998 — 2001
GNIIT - 3-Year Diploma in Systems Management., Information Technology.
Utkal University 1994 — 1997
B.Sc., Biology, General
Genentech November 2014 - Present
Accenture July 2014 - November 2014
Franklin Templeton Investments September 2010 - October 2013
Blue Shield of California December 2008 - January 2010
Cisco 2007 - 2008
MobiTV 2006 - 2007
Novartis Vaccines November 1999 - November 2006
Oracle June 1998 - August 1999
Tata Consultancy Services April 1997 - May 1998
Larsen & Toubro November 1993 - March 1997
Skills
Unix, Data Warehousing, Databases, SDLC, Oracle, Exadata, RAC, Golden..., PL/SQL, Database Design, Oracle RAC, Performance Tuning, SQL Tuning, ETL, Data Modeling, Requirements Analysis, Management, Disaster Recovery, Data Migration, Shell Scripting, Unix Shell Scripting, Software Documentation, SQL
Education
Indian Institute of Technology, Bombay 1989 — 1991
M.Tech, Production Engineering
College of Engineering and Technology, Bhubaneswar 1985 — 1989
Bachelor of Engineering (BEng), Mechanical Engineering
Franklin Templeton Investments August 1989 - Present
Analysis Group September 1984 - August 1987
Skills
Asset Allocation, Equities, Fixed Income, Mutual Funds, Asset Managment
Education
UCLA Anderson School of Management 1987 — 1989
MBA
Harvard University 1980 — 1984
BA, Applied Math/Economics
NetSuite April 2015 - Present
Franklin Templeton Investments July 2012 - March 2015
Franklin Templeton Investments March 2008 - July 2012
Franklin Templeton Investments August 2006 - March 2008
Indiana Hardwood Specialists May 2003 - July 2006
Skills
Management, Mutual Funds, Alternative Investments, Fixed Income, Equities, Asset Allocation, Asset Managment, Investments, Analysis, Asset Management, Product Management, Leadership, Investment Strategies, Portfolio Management, Strategy, Project Management, Communication, RFP, Government Proposals, Investment Proposals, Proposal Writing, Proofreading, Interviews, Employee Engagement, Team Mentoring, Performance Reviews, Hiring, Hiring Practices, Data Analysis, Process Improvement, Editing, Institutional..., Hedge Funds, Separate Accounts, Cross-functional Team..., Relationship Management, Financial Analysis, Fortune 500, Data Management, Institutional Relations, Separately Managed..., Marketing, ETFs
Education
Indiana University Bloomington
Bachelors of Arts, Political Science
Miami University
Baystate Financial Services / New England Securities August 2009 - Present
Bloomberg January 2007 - February 2009
Franklin Templeton Investments October 2005 - December 2006
Franklin Templeton Investments September 2003 - October 2005
MFS Investment Management November 2001 - August 2003
JPMorgan March 2001 - October 2001
JPMorgan Chase June 2000 - March 2001
Morgan Stanley June 1999 - August 1999
Merrill Lynch June 1998 - August 1998
Education
Hamilton College 1996 — 2000
Bachelor of Arts Degree, Economics
Thayer 1989 — 1996
CIBC Mellon September 2013 - Present
CIBC Mellon June 2011 - September 2013
CIBC October 2009 - June 2011
Franklin Templeton Investments September 2008 - October 2009
Franklin Templeton Investments December 2006 - September 2008
Franklin Templeton Investments August 2002 - December 2006
BMO Nesbitt Burns January 2001 - August 2002
Trimark Investment Management Inc. June 1997 - January 2001
Skills
HRIS, PeopleSoft, Deferred Compensation, Human Resources, Performance Management, Succession Planning, Employee Engagement, Employee Relations
Education
Humber College 1996 — 1997
Human Resources Management
Mount Allison University 1991 — 1995
Franklin Templeton Investments September 2014 - Present
Franklin Templeton Investments December 2010 - September 2014
PMI Suncoast Chapter August 2011 - August 2014
FIS December 1992 - December 2010
Certegy December 1992 - December 2010
Education
Hofstra University
MBA
Hofstra University
BBA, Computer Information Systems
Franklin Templeton Investments September 2013 - Present
DC Squared Retirement Consulting June 2013 - September 2013
UBS Global Asset Management March 2005 - May 2013
Mercer Investment Consulting 2000 - 2005
Arthur Andersen Institutional Investment Consulting 1995 - 2000
Watson Wyatt 1989 - 1995
Skills
Defined Contribution, 401k, Retirement, Investment Management, Institutional..., Defined Benefit, Asset Allocation, Investments, Pensions, Asset Management, Portfolio Management, Mutual Funds, Fixed Income, Alternative Investments, ETFs, Equities, Investment Strategies, Retirement Planning, Investment Advisory, Hedge Funds, Options, Asset Managment, Institutional Investors, Endowments, Series 7, Series 63
Education
Harvard University 1983 — 1988
BA, History
The Webb School 1977 — 1983
Summa Cum Laude
Picton Mahoney Asset Management September 2009 - Present
Franklin Templeton Investments June 2008 - September 2009
Franklin Templeton Group February 1997 - June 2008
Skills
Mutual Funds, Wealth Management, Financial Services, Investment Strategies, Alternative Investments, Separately Managed..., Asset Management, Financial Planning, Securities, Investment Advisory, Equities, Asset Allocation, Portfolio Management, Retirement Planning, Investments
Education
Investment Management Consultants Association
Certified Investment Management Analyst (CIMA)
Humber College 1994 — 1995
Post Graduate Diploma, Marketing Management and Sales
Western University 1991 — 1994
Cawthra Park Secondary
Franklin Templeton Investments September 2014 - Present
Franklin Templeton Investments June 2013 - September 2013
Cooke & Bieler June 2008 - April 2012
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Harvard University 2004 — 2008
Franklin Templeton Investments December 2003 - Present
PeopleSoft 2001 - November 2003
Qualcomm November 1997 - January 2001
HMT Limited 1992 - 1997
Bharat Electronics 1986 - 1990
Skills
PeopleTools, PeopleCode, SQR, Requirements Analysis, Software Project..., SQL, XML Publisher, SDLC, Oracle, PeopleSoft, Production Support, Unix, Requirements Gathering, PL/SQL, Business Intelligence, Business Analysis, Integration, ERP, ETL, SOA, Vendor Management
Education
Indian Institute of Management, Bangalore 2000 — 2002
Master of Business Administration (MBA)
PSG College of Technology 1982 — 1986
Bachelor of Engineering (BEng), Electrical, Electronic and Communications Engineering Technology/Technician
Franklin Templeton Investments March 2012 - Present
National Forensic Science Technology Center - NFSTC August 2011 - March 2012
Northwest Airlines July 2003 - April 2009
Target May 1997 - July 2003
Johnson Matthey May 1995 - May 1997
Sofitel Luxury Hotels and Resorts 1990 - 1995
Skills
Succession Planning, Employee Engagement, Organizational..., Organizational..., Talent Management, Performance Management, Change Management, Talent Acquisition, Coaching, Workforce Planning, HR Strategy, Leadership Development, Training, Employer Branding, Organizational Design, Program Management, Compensation & Benefit, Employee Training, SPHR, Mergers & Acquisitions, HR Consulting, Career Development, Employment Law, Affirmative Action, Conflict Resolution, Sourcing, HR Policies, Team Building, Employee Relations, Process Improvement
Education
University of St. Thomas - Opus College of Business 2001 — 2007
MBA, Human Resources
Gustavus Adolphus College 1986 — 1989
BA, International Management
Motley Fool Asset Management March 2009 - October 2012
Perella Weinberg February 2007 - December 2008
Brightstream Asset Management LLC February 2005 - February 2007
Valenzuela Capital Partners March 1996 - January 2005
Soros Fund Management January 1994 - December 1995
Franklin Templeton Investments April 1991 - December 1993
Skills
Asset Management, Equities, Financial Analysis, Global Investing, Financial Writing, Investments, Multilingual, Portfolio Management, Asset Managment, Finance, Economics, Private Equity, Hedge Funds, Derivatives, Mutual Funds, Securities, Mergers, Valuation, Equity Research, Financial Modeling, Capital Markets, Investment Banking, Alternative Investments, Equity Valuation, Financial Services, Investment Management, Emerging Markets, Investment Strategies, Start-ups, Funding, Competitive Analysis, Venture Capital, Mergers & Acquisitions, Institutional..., Due Diligence, Bloomberg Terminal, Bloomberg, Asset Allocation, Financial Markets
Education
Harvard Business School
MBA
University of Rochester
BA
Bank of America May 2011 - Present
Wells Fargo Bank June 2010 - May 2011
Franklin Templeton Investments August 2009 - June 2010
GATX Corporation, Specialty Finance September 2001 - February 2009
Financial Operations Consulting October 1993 - September 2001
Aetna Life & Casualty January 1991 - January 1993
KPMG Peat Marwick January 1988 - January 1991
Skills
Sarbanes-Oxley Act, Business Process, Forecasting, Financial Reporting, Financial Modeling, Accounting, Finance, Analysis, Due Diligence, Internal Controls, Management, Process Improvement, Auditing, SEC filings, Portfolio Management, Banking, Leadership, Financial Analysis, Financial Services, Project Management, SAP, ERP, Corporate Finance, Budgets, Financial Accounting, Enterprise Software, Financial Statements, Business Analysis
Education
Hartwick College 1984 — 1987
BA, Management, Accounting
The Lovett School November 2012 - Present
Merrill Lynch June 2010 - October 2012
TriMac Inc March 2009 - April 2011
Wells Real Estate Funds August 2007 - November 2008
Community Commercial Services October 2004 - July 2006
INVESCO March 2000 - October 2004
Franklin Templeton Investments January 1997 - February 1998
Skills
Alternative Investments, Portfolio Management, Securities, Asset Managment, Investments, Strategic Financial..., Series 7, Mutual Funds, Financial Analysis, Series 63, Sales, Risk Management, Insurance, Marketing, 401k
Education
Indiana University - Kelley School of Business 1993 — 1997
BS, Marketing
Indiana University Bloomington 1993 — 1997
BS, Business
Harvard Management Company January 2013 - Present
Harvard Management Company August 2009 - January 2013
Franklin Templeton Investments July 2007 - August 2009
Investors Bank & Trust June 2005 - July 2007
Skills
Fund Accounting, Corporate Actions, Bloomberg, Fund Administration, Hedge Funds, Mutual Funds, Middle Office, Fixed Income, Equities, Securities, Derivatives, Alternative Investments, Asset Managment, Back Office, Investments, Financial Services, Capital Markets, Global Custody, Financial Reporting, Settlement
Education
Isenberg School of Management, UMass Amherst 2001 — 2005
BBA, Finance
University of Massachusetts, Amherst 2001 — 2005
OppenheimerFunds January 1998 - Present
G T Global June 1994 - June 1998
Franklin Templeton Investments June 1992 - May 1994
Skills
CRPC, Organizing, Investments
Education
Indiana University Bloomington 1977 — 1981
BS - School of Business, Accounting
Elk. Grove Ford March 2015 - Present
Currently seeking new opportunities July 2014 - Present
Citi Group December 2010 - June 2014
Firemans Fund Insurance Company June 2007 - December 2010
Coastline Technologies Consulting April 2004 - June 2006
Franklin Templeton Investments November 1999 - December 2003
Wells Fargo August 1981 - November 1999
Skills
Business Analysis, Vendor Management, SDLC, PMO, Process Improvement, PMP, IT Strategy, Requirements Gathering, Enterprise Architecture, Integration, Project Management, Software Project..., Leadership, Program Management, Management
Education
Humboldt State University
Business Administration and Psychology
State Street September 2011 - Present
TramS Investment & Consulting July 2009 - October 2011
Franklin Templeton Investments April 1991 - July 2009
State Street March 1985 - March 1991
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Equities, Asset Allocation, Securities, Management, Portfolio Management, Asset Managment, Asset Management, Bloomberg, Investment Management, Fixed Income, Valuation, Private Equity, Financial Services, Fund Accounting, Capital Markets, Risk Management, Derivatives, Investment Strategies, Vendor Management, Investments, Financial Analysis
Education
Indiana University of Pennsylvania 1980 — 1984
BS, Finance
Gilead Sciences, Inc. July 2010 - Present
Elan Pharmaceuticals, Inc. March 2010 - June 2010
Life Technologies October 2009 - March 2010
Pain Therapeutics, Inc. July 2005 - April 2009
Kaiser Permanente 2005 - 2005
Franklin Templeton Investments July 1998 - April 2001
Education
Heald College
Certification
SS&C Technologies senior accountantss&c2002 - Present
Franklin Templeton Investments 1999 - 2002
Education
Isenberg School of Management, UMass Amherst 1994 — 1998
human resources
Franklin Templeton Investments August 2004 - Present
Skills
Mutual Funds, Investments, Financial Advisory, Portfolio Management, Separately Managed..., Retirement Planning, College Savings Plans, Retirement, Series 63, Series 6, Series 7, Asset Allocation, Financial Services, Wealth Management, Fixed Income, Alternative Investments, Investment Advisory, Equities, 401k, Investment Strategies, Securities, Asset Management, Fixed Annuities
Education
Illinois State University 1998 — 2002
Bachelor of Science, Marketing
Hononegah High
CoDimensions 2012 - Present
DRI Canada 2007 - Present
Franklin Templeton Investments November 1999 - May 2012
Disaster Recovery Institute of Canada January 2007 - January 2010
Skills
Operational Risk..., Business Continuity, Business Continuity..., Financial Analysis, Disaster Recovery, Crisis Management, Enterprise Risk..., Finance, Risk Management, Risk Assessment, Asset Management, Financial Risk, Program Management, Financial Modeling, Process Improvement, Risk Analysis, Policy, Leadership, Change Management, Governance, Auditing, Business Process..., Strategic Financial...
Education
Indiana University - Kelley School of Business 1994 — 1996
MBA, Finance, Entrepreneurship
American University of Armenia 1991 — 1993
Finance
Franklin Templeton Investments January 2015 - Present
Federated Investors, Inc. August 2012 - January 2015
The Bank of New York Mellon October 2010 - August 2012
Physiotherapy Associates March 2008 - March 2010
Deutsche Bank March 2007 - March 2008
Skills
Payments, Account Reconciliation, Corporate Actions, Banking, Spreadsheets, Back Office, Bloomberg, Microsoft Excel, Fixed Income
Education
Indiana University of Pennsylvania 2000 — 2006
B.S., International Business
Sheffield Hallam University 2005 — 2006
Business
Retired January 2014 - Present
Franklin Templeton Investments 2013 - Present
BlackRock 2004 - 2010
Skills
Hedge Funds, Financial Analysis, Equities, Asset Management, International Tax, Securities, Corporate Tax, Due Diligence, Financial Modeling, Financial Services, Private Equity
Education
Harvard Law School
JD
University of Illinois at Urbana-Champaign - College of Business 1967 — 1971
BS, Accountancy
RBC Royal Bank May 2010 - Present
Rogers Communications Inc. August 2007 - May 2010
Franklin Templeton Investments August 2003 - August 2007
Education
Humber College 2002 — 2003
Post Grad Certificate, Public Relations
ZeroChaos November 2013 - June 2014
CoreLogic December 2012 - June 2013
Oracle July 2011 - August 2012
Kaiser Permanente July 2010 - February 2011
Charles Schwab 2007 - 2009
Charles Schwab 1999 - 2007
ADP 1991 - 1999
Advertising Checking Bureau 1987 - 1991
Franklin Templeton Investments 1985 - 1987
United States Army Corps of Engineers Information Design Center 1984 - 1984
Skills
Unix, DB2, Weblogic, COBOL, User Acceptance Testing, AIX, JCL, CICS, Regression Testing, Java, BMC Remedy, ClearCase, TSO, COBOLII, ClearQuest, Performance Testing, IBM Mainframe, LoadRunner, Web Services, JavaScript, Full Software Lifecycle, Solaris, Unit Testing, WebSphere Application..., JavaBeans, PeopleSoft, Serena Changeman, SDSF, UML, Red Hat Linux, IBM Servers, Load Testing, Stress Testing, Performance Metrics, ETL, Oracle Fusion Middleware, Web Applications, WebSphere Message Broker, WebSphere MQ, PeopleTools, UNIX utilities, IBM Power, Datacom, IBM Tivoli, HP Performance Center, Data Loading, Load Balancing, Performance Measurement, SiteScope, Oracle Fusion...
Education
Howard University 1981 — 1985
BBA, Computer Based Management Information Systems
Golder Associates March 2015 - Present
Franklin Templeton Investments March 2011 - March 2015
Danier Leather June 2010 - March 2011
Mylan Pharmaceuticals ULC September 2007 - March 2010
AT Plastics Inc September 1995 - May 2006
Humber College October 1981 - February 1993
Skills
Payroll, HRIS, Employee Benefits, ADP Payroll, Benefits Administration, Accounting, Administration, Human Resources
Education
Humber College 1979 — 1982
Payroll / Accounting
American Health Care May 2014 - Present
Presidio December 2011 - Present
Yolo County Office of Education January 2011 - September 2011
Mars March 2009 - January 2011
Franklin Templeton Investments November 2000 - January 2005
Transamerica 1997 - 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Photoshop, English, Outlook, Windows, Teaching, HTML, Cisco Technologies, Brocade, EMC Storage, NetApp, Dell PowerEdge Servers, HP Proliant, Windows Server, VMware ESX
Education
Valley High School 1986 — 1990
High School Diploma, General Ed
Hawaii Pacific University
Computer Science
Trinity Bible College
Christian Studies
AIG March 2012 - Present
Virtusa March 2012 - Present
Cognizant Technology Solutions January 2012 - March 2012
Express Scripts January 2011 - March 2012
Cognizant Technology Solutions August 2009 - December 2011
Franklin Templeton Investments November 2010 - January 2011
American Express November 2009 - November 2010
Skills
Management Consulting, Business Analysis, Management, Business Strategy, Agile Methodologies, Business Transformation, Business Process..., Business Process..., Strategic Planning, Vendor Management, Healthcare, Process Improvement, Business Planning, Pharmacy Benefit..., Cloud Computing, Product Development, Team Building, Credit Risk, Key Account Management, Team Leadership, Business Management, Underwriting, Risk Management, Market Research, Investment Banking, Global Delivery, Pega PRPC, Enterprise Software, Pegasystems PRPC, Requirements Gathering, Architecture, User Interface Design, Market Understanding, Equities, Capital Markets, Web 2.0, Process Modeling, Process Architecture, Salesforce.com, Cognos, kxen analytics, Predictive Analytics, Pharmacy Operations, pbm, SaaS, PaaS, IaaS
Education
Indian Institute of Management, Bangalore
PGDM, Strategy, Finance
Motilal Nehru National Institute Of Technology
B.Tech., Electronics & Communication Engg.
Franklin Templeton Investments 2013 - April 2013
Franklin Templeton Investments January 1994 - April 2013
Education
Hemwati Nandan Bahuguna Garhwal University 1975 — 1979
M COM, finance and business organisation
Franklin Templeton Investments February 1999 - Present
Big 4 Rents / Hertz May 1989 - February 1999
Yopp & Company, Inc. June 1987 - December 1988
Heald College 1983 - 1984
Skills
Customer Service, Operating Systems, Microsoft Excel, Microsoft Access, Highly detail oriented, CRM, Alternative Investments, Visio, Active Directory, Microsoft Outlook, Microsoft Word, User Documentation, SharePoint, Vendor Management, Software Documentation, Outlook, Databases, Disaster Recovery, Access, Requirements Analysis, Business Analysis, Project Management, Process Improvement, SDLC
Education
Sonoma State University 1984 — 1985
Computer Science
Heald College 1983 — 1984
Accounting / Computer Programming
Sir Francis Drake High School 1979 — 1983
Diploma, Mathematics
Covenant Aviation Security May 2009 - Present
Alamo Rental Car Agency SFO April 1994 - May 2003
Curry Graphics 1991 - 1993
Franklin Templeton Investments 1984 - 1989
Skills
Airlines, Aviation, Customer Service, Windows, Security, Microsoft Office, Physical Security, Security Management, Emergency Management, Security Operations, Surveillance, Private Investigations, Training, Firearms, Background Checks, Leadership, Security Clearance, Teamwork, Management
Education
Heald College 1986 — 1986
Accounting Certificate, Accounting
IBM 2001 - 2010
Franklin Templeton Investments 1999 - 2001
Skills
Active Directory, Windows Server, HTML, Troubleshooting, Windows, Business Analysis, Linux, MVS, JCL, TSO, TSM, Solaris 8/9/10, z/OS, AS400 system, JES2, Microsoft Office, Lotus Notes, SharePoint, IT Operations, HP Openview, BMC Patrol
Education
Heald College-San Francisco
ASEE, Electronics and computers technology
Wells Fargo May 2005 - Present
Wells Fargo October 2001 - May 2005
Wells Fargo 2000 - 2001
Franklin Templeton Investments June 1999 - September 1999
Owens -BILT (OBL) 1993 - 1997
Skills
Cross-functional Team..., Product Management, Product Development, Product Strategy, Product Launch, Vendor Management, Problem Solving, Payments
Education
UC Davis Graduate School of Management 1998 — 2000
MBA
Indian Institute of Foreign Trade 1991 — 1993
Masters in International Business, International Business
Hans Raj College, University of Delhi 1988 — 1991
B.Sc, Physics
Hans Raj Model School
Orchard Supply Hardware May 2007 - Present
Franklin Templeton Investments December 2003 - May 2007
WebPutty, Inc. May 2000 - June 2003
Skills
Lawson, PeopleSoft, Great Plains, Expandable, ADP Payroll, Excel, Word, 10 Key
Education
Golden West College 1993 — 2005
Associate of Arts (AA), Accounting
Michigan State University 1995 — 1998
Bachelor of Arts Degree in Accounting, Accounting
CPA License - February 2008
License Number: 100144 (inactive)
Dignity Health September 2013 - Present
General Produce January 2009 - September 2013
Franklin Templeton Investments September 2006 - October 2008
Skills
Internal Controls, General Ledger, Financial Reporting, Accounting, Variance Analysis, Auditing, Account Reconciliation, Financial Accounting, Forecasting, Sarbanes-Oxley Act, Financial Analysis, Accounts Payable, Accounts Receivable, Fixed Assets, GAAP, IFRS, Cost Accounting, Budgets, US GAAP, Cash Flow, Financial Statements, Accruals
Education
Golden Gate University 2013 — 2015
University of the South Pacific 1999 — 2003
Bachelor of Arts (B.A.), Accounting & Financial Management and Information Systems
Calvary Christian Academy 2009 - Present
Franklin Templeton Investments 1994 - 2002
Dworken, Hillman, LaMorte & Sterczala, P.C. 1992 - 1994
Education
Heidelberg College 1989 — 1993
Bachelor of Science (B.S.), Accounting