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
wpd Canada July 2011 - Present
Franklin Templeton Investments November 2007 - August 2009
Skills
Renewable Energy, Communication, Policy Research, Written Correspondence, Energy Policy
Education
McMaster University 2009 — 2010
Master's degree, Public Policy Analysis
Queen's University 1999 — 2004
Bachelor of Arts (BA), Political Science and Government
Franklin Templeton Investments October 2012 - Present
Para Advisors July 2007 - October 2012
Prentice Capital Management January 2006 - May 2007
Citi July 2005 - December 2005
Citi June 2004 - August 2004
Skills
Financial Analysis, Financial Modeling, Equity Research, Portfolio Management, Equities, Investments, Hedge Funds, Alternative Investments, Fixed Income, Asset Management
Education
Princeton University 2001 — 2005
Bachelor of Science (BS), Operations Research and Financial Engineering (ORFE)
New York University 2009 — 2012
Master of Business Administration (MBA), Finance, General
Self employed February 2009 - Present
Franklin Templeton Investments September 2006 - February 2009
Skills
Analysis
Education
H. Wayne Huizenga School of Business and Entrepreneurship 2005 — 2006
MBA, Business Administration, Finance
New York University 2001 — 2002
Certificate, Portfolio Management
Voronežskij Gosudarstvennyj Universitet 1990 — 1996
BA, Linguistics, English and Communications
Clay Lacy Aviation June 2012 - Present
Franklin Templeton Investments December 2012 - December 2014
Platinum Equity September 2012 - December 2014
Cove Partners, Activision June 2012 - December 2014
GUESS? managed by Clay Lacy Aviation May 2011 - May 2012
NPC Flight February 2010 - May 2011
The Air Group/ Wayfarer Aviation September 2006 - January 2010
SkyWest Airlines February 1998 - June 2006
Lake Powell Air Service/SkyWest Inc./Aviation Services West June 1994 - February 1998
SkyWest Airlines October 1990 - June 1994
Skills
Flights, Flight Safety, Commercial Aviation, Aviation, Aircraft, Charter, CFI, Flight Planning, Tourism, Piloting, Flight Training, Airports, Airlines, Aircraft Maintenance, ATP, Business Aviation, Airworthiness, Civil Aviation, Crew Resource Management, General Aviation, Ground Instructor, Helicopters, Multi-engine, Type Rating
Education
Mt. San Antonio College 1988 — 1990
A.S. Commercial Flight, A.S. Air Traffic Management, Aviation
Pasadena City College 1986 — 1988
General Education, UnderGrad Studies, All
San Gabriel High School
San Gabriel Mission Grammar School
EY May 2015 - Present
USC Marshall School of Business August 2014 - Present
USC University Hospital January 2015 - May 2015
Trade Capital Santa Monica January 2012 - June 2012
Franklin Templeton Investments August 2011 - September 2011
Meru Cabs Private Limited June 2011 - July 2011
NDTV May 2010 - June 2010
Kohler Co. May 2008 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Market Research, Business Development, Management, Social Networking, Marketing, Mac OS X, Mac OS, Microeconomics, Game Theory, Marketing Strategy, Social Media Marketing, Social Skills, Economics, Sales, Stata, Mac, Macroeconomics, International Relations, Strategic Planning, Windows, Youth Mentoring, PowerPoint, Data Analysis, Research, Social Media, Analysis, Teamwork, Public Speaking, Leadership, Event Planning, Customer Service, Finance, Financial Analysis, Vlookup, Risk Analysis, Regression Analysis, Strategy, Forecasting, Financial Modeling, CRM, Nonprofits, Program Management
Education
University of Southern California - Marshall School of Business 2014 — 2015
Master's degree, Logistics, Materials, and Supply Chain Management, 3.6/4.0
University of California, Los Angeles 2010 — 2014
Bachelor's degree, Economics
University of California, Los Angeles 2010 — 2014
Political Science, International Relations and Affairs
Modern School 2002 — 2010
High school, Economics
Hacienda Executive Suits January 2014 - Present
Assurant Solutions September 2013 - December 2013
Hacienda Executive Suits August 2012 - September 2013
Alorica February 2012 - July 2012
Electronic Repair Center September 2011 - February 2012
B.C. Software September 2009 - August 2011
PHH Corporation (formerly FirstFleet) January 2004 - September 2009
Franklin Templeton Investments January 2008 - December 2008
Miami-Dade County Public Schools 2005 - 2007
Ryder System, Inc. 2005 - 2005
Skills
Sarbanes-Oxley Act, Business Analysis, Project Management, Program Management, Business Intelligence, Quality Assurance, Risk Management, SQL, Process Improvement, Databases, SDLC, Software Documentation, Requirements Analysis, Team Leadership, Testing, Strategic Planning, Management, Access, Agile Methodologies, Microsoft SQL Server, Analysis, ERP, Software Project..., MS Project, CRM, Code of Federal..., Scrum, User Stories, Use Case, HIPAA, EDI, Microsoft Office, Visio, Visual Basic, Project Planning, SAP, ETL, .NET, Change Management, Business Process, System Administration, Healthcare Information..., Technical Support, Call Centers, Security, ASC X12, Gap Analysis, Vendor Management, Unix, Leadership
Education
University of Miami 1981 — 1983
BA, Poltical Science
Miami Dade College 1979 — 1981
AA, Political Science
Florida Atlantic University 2013 — 2013
Project Management Professional (PMP)
Discount Tire Company July 2013 - May 2014
ABC Fine Wine and Spirits March 2013 - June 2013
BCBSNC October 2012 - March 2013
Topeka School System February 2012 - August 2012
Franklin Templeton Investments March 2011 - October 2011
Golden Rule Insurance December 2009 - March 2011
Harley-Davidson June 2009 - November 2009
DeVry University April 2008 - June 2009
I. Levy & Associates November 2006 - March 2008
Save-A-Lot January 2006 - September 2006
Skills
COBOL, Software Development, Analysis, Programming, Data Analysis, Microsoft Office, Problem Solving, Excel, Team Leadership, Customer Service, SDLC, SharePoint, Microsoft Excel, Project Management, Program Management, Troubleshooting, Leadership, Management, IBM iSeries, Software Documentation, Business Analysis, CICS, Vendor Management, Requirements Analysis, Business Intelligence, Mainframe, Information Technology, Requirements Gathering, SQL, IBM AS/400, Software Project..., IT Management, DB2, Integration
Education
Missouri State University 1980 — 1982
2 Years, General Business
Missouri State University 1976 — 1977
Franklin Templeton Investments December 2008 - Present
Crystal Springs Uplands School November 2008 - March 2010
Franklin Templeton Investments July 2007 - November 2008
Skills
Bonds, Investments, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Credit Analysis, Charles River IMS, Bloomberg Terminal, Perform Creditscope, OneTis, Spanish-speaking, Spanish Literature, Finance, Mutual Funds, Securities, Analysis, Bloomberg, Financial Modeling, Financial Analysis, Research
Education
Middlebury College 2003 — 2007
BA, Economics, Spanish
Franklin Templeton Investments October 2004 - Present
The Boston Consulting Group 2001 - 2004
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
Massachusetts Institute of Technology
Master of Engineering (M.Eng.), Electrical Engineering
Massachusetts Institute of Technology
Bachelor of Science (B.S.), Electrical Engineering and Computer Science
HD Vest Advisory Services(SM) 2011 - Present
Chitaley Associates March 2010 - Present
Defense Contract Audit Agency July 2010 - October 2011
Franklin Templeton Investments January 2005 - January 2009
Charles Schwab & Co January 1998 - November 2004
Skills
Accounting, Tax, Financial Reporting, Finance, Financial Services, Managerial Finance, Financial Analysis, Financial Accounting, Business Advisory, Investment Management, Financial Planning, Estate Planning, Retirement Income..., Stocks, Small Business..., Portfolio Management, Bonds, Long Term Care Insurance, Business Valuation
Education
DeVry University - Keller Graduate School of Management 2005 — 2009
MAFM, Master of Accounting & Financial Management
McGill University 1988 — 1990
MBA, International Business & Finance
University of Pune 1981 — 1985
B.Eng, Electronics & Telecommunications
Franklin Templeton Investments December 2012 - Present
Quantitative Services Group June 2007 - November 2012
Skills
Quantitative Analytics, Trading, Hedge Funds, Bloomberg, Equities, Quantitative Finance
Education
Miami University 2003 — 2007
Bachelor of Arts, Microbiology
Team-Tex America August 1999 - Present
Franklin Templeton Investments December 1997 - June 1999
Bank Leumi - Miami Agency 1994 - 1997
Skills
Product Development, Marketing Strategy, Strategic Planning, New Business Development, Consumer Products, Marketing Management, Retail, Marketing, Marketing Communications, Trade Shows, Product Marketing, Sales Management, Market Research, Competitive Analysis, Business Strategy
Education
New York Institute of Technology 1995 — 1997
M.B.A.
Nova Southeastern University 1992 — 1993
B.S., Administration - Banking and Finance
Bank of America August 2005 - Present
UBS Investment Bank July 2003 - August 2005
Franklin Templeton Investments August 1997 - July 2002
Skills
Fixed Income, Risk Management, Options, Middle Office, Financial Services, Emerging Markets, Treasury, CDS, Income Statement, VAR, Government Agencies, Floor, Trading Systems, Derivatives, Market Data, Credit Derivatives, SDLC, Business Analysis, Electronic Trading, Capital Markets
Education
New York University 2007 — 2008
Professional Certification, Financial Risk Management
JNTU
Recall June 2008 - Present
Bank United January 2006 - June 2007
Bank United August 2005 - January 2006
Express Documents Ink February 2004 - August 2005
Wachovia Bank October 2002 - August 2005
American Express Technologies November 1999 - November 2001
American Express Technologies 2000 - 2001
Franklin Templeton Investments October 1987 - December 1998
San Jacinto Savings & Loans January 1983 - January 1986
Skills
Process Improvement, Records Management, Account Management, Document Management, Sales Process, Management, Customer Service, Team Leadership, CRM, Direct Sales, Lead Generation, Contract Negotiation, Team Building, Strategic Planning
Education
Miami Dade College
Banking and Financial Support Services
Deloitte Canada July 2013 - Present
Pancon Engineering Ltd. May 2012 - August 2012
Conner, Clark and Lunn Financial Group May 2011 - July 2011
Franklin Templeton Investments May 2010 - July 2010
Skills
Project Management, Civil Engineering, Management Consulting, Business Analysis, Finance, Analytics
Education
McGill University 2009 — 2013
Bachelor of Engineering (B.Eng.), Civil Engineering
The York School
AllianceBernstein September 2013 - Present
AllianceBernstein September 2010 - August 2013
Franklin Templeton Investments July 2007 - December 2009
Skills
Fixed Income, Reference Data, Trade Compliance, Asset Management, Institutional Accounts, Private Clients, Mutual Funds, Bloomberg
Education
New York University 2004 — 2007
Bachelor of Arts (B.A.), Economics, Journalism & Mass Communications
Franklin Templeton Investments August 2011 - August 2013
OgilvyOne January 2011 - May 2011
Epsilon Interactive 2008 - 2010
Apex Communications and PR Consulting Company October 2003 - October 2005
Skills
Digital Marketing, Digital Strategy, Digital Media, Online Advertising, Email Marketing, Interactive Marketing, SEM, Analytics, Direct Marketing, Integrated Marketing, PPC, Online Marketing, CPG Industry, Web Analytics, Mobile Marketing, Marketing Communications, Beauty Industry, Media Planning, Marketing Strategy, CRM, Account Management, SEO, Social Media, Marketing Research, Social Media Marketing, CPG Sales, Project Management, Budget Management, Cosmetics, Makeup Artistry, Advertising, Marketing, Strategy
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, Marketing Management, Finance Management
National Taiwan University 1999 — 2003
Bachelor's Degree, Political Science and Government, 3.6
Franklin Templeton Investments April 2013 - Present
HSBC Security Services (Fund Admin. & Global Custody) September 2005 - September 2012
Brown Brothers Harriman & Co August 2000 - September 2005
JPMorgan Chase August 1988 - August 2000
Skills
Fund Administration, Fund Of Funds, Fund Accounting, Alternative Investments, Hedge Funds, Global Custody, Transfer Agency, Relationship Management, Asset Management, Banking, Mutual Funds, Trading, Bloomberg, Financial Services, Client Services, Corporate Actions, Cash Management, Valuation, AML, Derivatives
Education
New Jersey City University
Bachelor's degree, Business Administration
Raymond James July 2012 - Present
Franklin Templeton Investments February 2008 - April 2010
Raymond James July 2007 - February 2008
Raymond James May 2004 - July 2007
Transamerica Financial Advisors, Inc. September 2003 - May 2004
Raymond James January 2003 - September 2003
Transamerica September 2002 - January 2003
Raymond James October 1998 - August 2002
Morgan Stanley April 1994 - August 1996
Prudential Financial 1993 - 1994
Skills
Sales Operations, Thrive in..., Analytical Skills, Sales Associate to..., Excellent Interpersonal..., Long-term Customer..., Customer Satisfaction &..., Superior Work Ethic, Positive Team Player, Organization &..., Problem Solving Skills, Self-starter, Work Well Independently, Marketing Communications, Microsoft Office, Fully bilingual Spanish
Education
Miami Dade College
Associate of Arts (A.A.), Business Administration
Cornerstone Investment Partners August 2012 - Present
Franklin Templeton Investments May 1993 - September 2011
Prudential Securities January 1988 - May 1993
Education
Fordham Graduate School of Business 1990 — 1992
MBA, International Business
International Management Institute
International MBA, European Economic Community
New York University
CFP
Hobart College 1985 — 1989
BA, Economics
Rockefeller & Co., Inc. July 2012 - Present
Merrill Lynch February 2012 - December 2012
Fiduciary Trust Company June 2011 - August 2011
Franklin Templeton Investments June 2011 - August 2011
Sage Capital Management LLC June 2010 - August 2010
Amlon Resources Group LLC June 2009 - August 2009
Skills
Alternative Investments, Bloomberg, Equities, Investment Management, Wealth Management, Asset Management, Hedge Funds, Financial Modeling, Mutual Funds, Portfolio Management, Financial Analysis, Fixed Income, Investments, Asset Allocation, Bloomberg Terminal
Education
New York University 2009 — 2012
BA, Economics, Business
Sutton Group - Associates Realty Inc., Brokerage December 2004 - Present
Weight Watchers 2012 - 2013
Royal LePage Real Estate Services Limited 2002 - December 2004
Fidelity Investments October 2001 - March 2002
Franklin Templeton Investments June 2000 - October 2001
Franklin Templeton Investments April 1997 - June 2000
AIC Investments Ltd. - Berkshire Division January 1995 - April 1997
Fidelity Investments December 1993 - January 1995
Fidelity Investments November 1992 - November 1993
AIM/TRIMARK June 1992 - November 1992
Skills
Negotiating Contracts, Buyer Representation, Sellers Agent, People-oriented, Sellers, First Time Home Buyers, Marketing, Investors, Real Property, Selling, Real Estate Transactions, Budgets, Training, Contract Negotiation, Customer Service, Luxury, Investment Properties, Condos, Relocation, Referrals, Negotiation, Marketing Strategy, Construction, Residential Homes, Single Family Homes, Online Marketing, Property, Leases, Real Estate, Strategic Planning, Investments, Risk Management, Brokerage, Townhomes, Sales, Buyers, Leadership, Seniors
Education
McMaster University 1985 — 1989
BCom, Business
Institute of Holistic Nutrition
Parkside High School
Franklin Templeton Investments December 2001 - April 2004
Fiduciary Trust Company June 1999 - December 2001
Bear Stearns March 1994 - December 1997
Skills
Seminar Speaker, Online Marketing, Social Media, Public Speaking, SEO, Social Media Marketing, Public Relations, Mentoring, Online Advertising, Consulting, Motivational Speaking, Social Networking, Leadership, Marketing, Management, Sales, Facebook, Entrepreneurship, New Business Development, Creative Direction, Leadership Development, Coaching, Event Planning, Time Management, Fundraising, Team Building, Advertising, Blogging, Editing, Email Marketing, Newsletters, Interviews, Marketing Communications, Publishing, Web Design, Creative Writing, Copywriting, Content Development, Presentation Coaching, Event Management, Corporate Communications, Press Releases, Web Content, Content Management, Speech Writing, WordPress, Copy Editing, Website Development, Brand Development, Media Relations
Education
New York University 2000 — 2000
Certificate in Web Producing, Design, Digital Arts
Wood-Tobe Coburn Business School 1992 — 1993
Business, computer programming, business writing
The Retirement Advantage November 2014 - Present
Aspire Financial Services September 2013 - September 2014
ADP Retirement Services April 2007 - August 2013
Franklin Templeton Investments July 2004 - March 2007
Franklin Templeton Investments September 2000 - July 2004
Skills
Relationship Management, Cold Calling, Salesforce.com, Sales, Sales Operations, Retirement Planning, Retirement, Financial Services, Defined Contribution, Investments, Series 7, 401k, Mutual Funds, Series 63, Finance, Wealth Management
Education
Michigan State University
Concur 2014 - Present
Franklin Templeton Investments 2013 - 2014
Mondelez International 2009 - 2013
Kraft Foods Group 1995 - 2009
Kraft Foods Group 1991 - 1995
Skills
Payroll, Process Improvement, Forecasting, Project Management, Human Resources, Budgets, Financial Reporting, Continuous Improvement, Training, Management, Accounting, Auditing, Business Process, Finance, Team Management, Account Reconciliation, Internal Audit, Sarbanes-Oxley Act, Financial Analysis, Sarbanes-Oxley, PeopleSoft, Internal Controls, Accruals, Program Management, Software Documentation, Analysis, Business Process..., SAP, SharePoint, ERP, Accounts Payable, Variance Analysis, Access, Cost Accounting, General Ledger, Accounts Receivable, Concur, Project Planning, Leadership Development, Change Management, Expense Management, Shared Services, Business Intelligence, Team Leadership, Customer Service, Strategic Planning, Performance Management, Employee Relations, Organizational..., Employee Training
Education
Villanova University 2014 — 2014
Essentials of Project Management
National University 1992 — 1994
Master of Business Administration (M.B.A.), Business Administration and Management, General
Calfornia State University, Chico 1977 — 1982
Bachelor's degree, Finance
VSP June 2010 - Present
Franklin Templeton Investments August 1995 - March 2009
Skills
Customer Service, Microsoft Excel, Social Networking, Call Center, 10 Key, Public Speaking, Coaching, Microsoft Office, Applicant Tracking..., Telephone Skills, Troubleshooting, Sales, Microsoft Word, System Administration, Team Leadership, Analysis, Windows, Process Improvement, Team Building, Management
Education
Monterey Peninsula College
Mercer January 2005 - Present
Franklin Templeton Investments January 1998 - December 2002
SEI 1998 - 1999
Skills
Wealth Management, Mutual Funds, Investment Strategies, Investments, Asset Allocation, Asset Managment, Equities, Portfolio Management, Investment Advisory, Alternative Investments, Investment Management, Pensions, Fixed Income, Hedge Funds, Capital Markets, Strategic Financial..., Relationship Management, Financial Markets, Derivatives
Education
McMaster University 1989 — 1991
MBA, Investment Analysis and Portfolio Management
Western University 1983 — 1987
HBSc, Science
Cancer Care Ontario January 2013 - Present
Cancer Care Ontario May 2012 - Present
Cancer Care Ontario September 2011 - May 2012
Sunnybrook Health Sciences Centre January 2011 - April 2011
Franklin Templeton Investments July 2007 - August 2010
Skills
Analysis, Microsoft Excel, Data Analysis, Microsoft Office, Business Analysis, Healthcare, PowerPoint, Healthcare Management, Visio, Leadership, Project Management
Education
McMaster University 2010 — 2012
MBA, Health Service Management
University of Waterloo 2003 — 2007
B.A., History
eDelta Consulting February 2009 - Present
LBBW, New York 2012 - 2013
Franklin Templeton Investments September 2001 - January 2009
Fiduciary Trust Company International (FTCI) 1999 - 2001
Bank of New York Mellon September 1993 - September 1999
Skills
Network Security, Security Assessments, Database Security, SOX, Security Audits, Security, Compliance, CISSP, Analysis, Business Continuity, Business Process, CISA, Computer Security, Data Security, Disaster Recovery, Enterprise Software, ISO 27001, IT Audit, IT Strategy, Incident Response, Policy, Information Security, Penetration Testing, Vendor Management, SDLC, Project Management, Security Architecture..., Sarbanes-Oxley Act, Vulnerability Assessment, Risk Assessment, Process Improvement, Security Policy, Risk Management, SAS70, Training, Unix, Technical Training, Networking
Education
New York Institute of Technology 1980 — 1983
BS (Psychology, Mathemeatics) AAS (Architecture)
New York Institute of Technology-Old Westbury 1980 — 1983
MS
Franklin Templeton Investments July 2015 - Present
Middlebury College ITS September 2011 - May 2015
Ministry of Economy, Trade and Industry January 2015 - January 2015
Arrowpoint Partners May 2014 - August 2014
Middlebury College Department of Sociology & Anthropology February 2014 - May 2014
Translingual Magazine September 2012 - September 2013
Consortium on Gender, Security, and Human Rights June 2013 - August 2013
Middlebury College History Department February 2013 - May 2013
Middlebury College Brainerd Commons August 2012 - May 2013
Middlebury College French Language School June 2012 - August 2012
Skills
HTML, Python, Microsoft Office, Digital Media, Graphic Design, WordPress, Drupal, Help Desk Support, Waiting, Residential Communities, French, Intercultural..., OS X, Spanish, Qualitative Research, Stata, Political Science, International Relations, English, Arabic, Research, Translation, German, Economics, Data Analysis, Editing, Foreign Languages, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Teaching, Nonprofits, Statistics, Writing
Education
Middlebury College 2011 — 2015
Bachelor's Degree, Economics; German Studies
The Mahindra United World College of India 2009 — 2011
High School, International Baccalaureate
Franklin Templeton Investments March 2015 - Present
Franklin Templeton Investments March 2007 - March 2015
TD Waterhouse Financial Planning 2004 - 2007
TD Asset Management/TD Waterhouse Investment Advice 2003 - 2004
TD Waterhouse Discount Brokerage 1997 - 2003
TD Waterhouse Discount Brokerage 1996 - 1997
Skills
Mutual Funds, Wealth Management, Investments, Relationship Management, Portfolio Management, Business Development, Financial Services, Strategic Financial..., Securities, Strategy, Business Analysis, Marketing Strategy, Investment Strategies, Asset Management, Equities, Investment Advisory, Fixed Income, Asset Allocation
Education
Mount Allison University 1989 — 1993
B. Comm, Marketing
Principal Financial Group September 2013 - Present
Genworth Financial May 2007 - August 2013
Loring Ward Advisor Services January 2005 - April 2007
Smith Barney December 1999 - June 2004
Franklin Templeton Investments 1998 - 1999
Skills
Customer Service, Investments, Operations Management, Portfolio Management, Series 7, Series 6, Series 63, Employee Stock Options, ESPP, Salesforce.com, Team Building, Variable Annuities, Fixed Annuities, Wealth Management, Financial Services, Asset Management, Wealth Management..., Securities, Mutual Funds, Investment Strategies, Investment Advisory, Insurance, Financial Advisory, Management, Retirement Planning, Strategic Financial..., Financial Planning, Process Improvement, Finance
Education
Santa Clara University 1995 — 1997
B.S., Finance and International Business
Menlo College 1993 — 1995
Business Management
Tamarac Inc. August 2014 - Present
Southeast Raleigh Magnet High School October 2012 - June 2014
Invest Financial March 2008 - June 2012
22nd Street Redevelopment May 2007 - March 2008
Sixth Judicial Circuit Court August 2006 - May 2007
Bank of America September 2005 - August 2006
Morgan Stanley Investment Management March 2003 - September 2005
American Express Financial Advisors September 2003 - March 2004
Franklin Templeton Investments October 2000 - September 2003
Skills
Employee Training, Finance, Customer Service, Analysis, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Mutual Funds, Public Speaking, Research, Team Building, Training, Policy
Education
Stetson University College of Law 2006 — 2010
Juris Doctor, Law
North Carolina Agricultural and Technical State University 1996 — 2000
Bachelors, Animal Science
H.I.G. Capital April 2014 - Present
World Fuel Services December 2012 - January 2014
CD International Enterprises, Inc May 2008 - November 2012
Franklin Templeton Investments December 2006 - April 2008
Franklin Templeton Investments May 2004 - November 2006
Franklin Templeton Investments February 2006 - July 2006
Franklin Templeton Investments July 2001 - April 2004
Skills
Fluent in Mandarin, Financial Analysis, Fixed Income, Financial Reporting, Due Diligence, Investments, Asset Managment, Corporate Finance, Mergers, Microsoft Excel, Capital Markets, Hedge Funds, Valuation, Private Equity, Microsoft Office, Accounting, PowerPoint, Investor Relations, Asset Management, Mergers & Acquisitions
Education
National University 2002 — 2004
MBA, Finance
University of California, Davis 1997 — 2001
B.S., Managerial Economics
Howard Hanna November 2008 - Present
Realty One March 2003 - November 2008
Franklin Templeton Investments July 2000 - August 2003
Skills
ABR, Relocation, Home Staging, Buyer Representation, Buyers, Condos, Facebook, First Time Home Buyers, Investment Properties, Listings, Marketing, Real Estate, Real Estate Transactions, Sales, Sellers, Short Sales, Single Family Homes
Education
Miami University 1996 — 2000
BS, Marketing
Rocky River High School 1992 — 1996
Paul DeVera, CPA 1992 - Present
Franklin Templeton Investments 1990 - 1992
Skills
Accounting, Strategic Financial..., Small Business, Financial Analysis, Financial Reporting, Insurance, Strategic Planning, Real Estate, Investments, Business Valuation, Tax, CPA, Financial Accounting, Internal Controls, Auditing, Retirement Planning, Mutual Funds, Income Tax, Tax Returns, Payroll, Financial Planners, Budgets
Education
Montclair State University 1989 — 1990
B.S., Finance
United States Air Force 1985 — 1989
Boonton High School
CO-OP Financial Services April 2015 - Present
Affinion Group October 2005 - February 2015
Franklin Templeton Investments May 1997 - October 2005
R J Fitzgerald & Company October 1996 - May 1997
Skills
Direct Marketing, Lead Generation, Salesforce.com, Marketing Strategy, Account Management, New Business Development, Customer Acquisition, Customer Retention, Strategic Planning, Marketing, B2B, Business Development, CRM, Email Marketing, Sales Management, Relationship Management, Sales, Product Management, Leadership, Management, Training, Contract Negotiation, Sales Operations, Strategy
Education
Mercer University 1990 — 1995
Bachelor of Business and Administration, Finance
Tampa Prep 1986 — 1990
Fiduciary Trust Company International May 2014 - Present
Franklin Templeton Investments July 2012 - April 2014
Hudson Capital Group May 2011 - August 2011
SCS Commodities Corporation May 2010 - January 2011
GAM Options Inc. June 2002 - December 2009
Prime International, LLC May 2009 - August 2009
Best Buy September 2006 - August 2009
Nokado School of Self Defense February 2003 - March 2008
Skills
Equities, Portfolio Management, Trading, Asset Allocation, Investments, Options, Microsoft Office, Bloomberg, Financial Modeling, Technical Analysis, Mutual Funds, Commodity, Relationship Management, Strategic Financial..., Financial Markets, Derivatives, FX Options, Trading Strategies, Lotus Notes, Global Plus, Capital IQ, Private Clients, Bonds, Hedge Funds, Fixed Income, Securities, Bloomberg Terminal, Asset Management, Investment Management, Financial Services, Wealth Management, Financial Analysis, Equity Valuation, Wealth Preservation..., Alternative Investments, Equity Research, Investment Strategies, FactSet Research Systems, Private Client Services, Morningstar Direct
Education
New York University 2012 — 2014
Certificate in Financial Planning
Quinnipiac University 2008 — 2012
Bachelor of Science, Finance
Elwood/ John H. Glenn High School 2004 — 2008
Advanced Regents Diploma
Daruma Capital Management, LLC April 2013 - Present
Fidelity Investments June 2005 - March 2013
Brooks International Speakers & Entertainment Bureau August 2004 - February 2009
Franklin Templeton Investments April 2002 - May 2005
GE Capital November 2001 - March 2002
Lake Capital May 1998 - October 2001
Skills
Investments, Investment Banking, Capital Management, Hedge Funds, Accounting, CPA, Financial Audits, Tax, Motivational Speaking, Public Speaking, Employee Training, Banking, Customer Service, Money Management, Retirement Planning, Finance, Corporate Finance, Financial Advisory, Bonds, Alternative Investments, Strategic Financial...
Education
New York University 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Stanford University 1993 — 1997
Bachelor of Arts (B.A.), International Economics & Public Finance
Franklin Templeton Investments July 2012 - Present
Franklin Templeton Investments June 2011 - June 2012
Beta Theta Pi National Administrative Office October 2009 - August 2011
Olde Hickory Financial Services LLC May 2010 - August 2010
Thomas Kemper Soda Company May 2009 - August 2009
Sears Roebuck and Co May 2007 - August 2007
William and Blair Investment Banking Competition October 1910 - October 1910
Education
Miami University 2007 — 2011
Bachelor of Science, Major: Finance Minor: Political Science
Citation Labs July 2015 - Present
Actor / SAG, AFTRA June 2011 - Present
PNC August 2014 - July 2015
ProSites Inc. August 2014 - May 2015
Live Music Guide January 2013 - December 2013
Franklin Templeton Investments October 2012 - August 2013
Gold's Gym March 2010 - April 2012
Starbucks January 2008 - February 2011
Creative Loafing September 2009 - December 2009
The Weekly Challenger September 2009 - December 2009
Skills
Feature Articles, Interviews, Technical Writing, Editing, Ap Style, Photography, Adobe Creative Suite, Microsoft Office, Windows, Mac, Organization, Interpersonal..., Teamwork, Team Management, Digital Photography, Theatre, AP Style, Blogging, Publishing, Advertising, Film, Creative Writing, Journalism
Education
University of South Florida-St. Petersburg Campus 2006 — 2009
Bachelor of Arts (BA), Mass Communication/Media Studies
New College of Florida 2005 — 2006
PENSCO Trust Company April 2015 - Present
First Quadrant April 2014 - March 2015
Franklin Templeton Investments April 2011 - April 2014
BNY Mellon June 2006 - April 2011
Pacific Property Company November 2004 - June 2006
Financial Engines (FNGN) June 1998 - October 2004
Mellon Capital Management November 1993 - June 1998
J.P. Morgan 1992 - 1993
Skills
Alternative Investments, Asset Management, Asset Managment, Business Development, Capital Markets, Equities, Investments, Mutual Funds, Portfolio Management, Sales, Strategy, Investment Management, Hedge Funds, Investment Strategies
Education
The Ohio State University Fisher College of Business 1990 — 1992
MBA, Finance and Real Estate
Miami University 1984 — 1988
BS, Finance and Real Estate
Canadian Cancer Society 2015 - Present
BMO Financial Group 2008 - 2015
Grand & Toy (an OfficeMax company) 2006 - 2008
Franklin Templeton Investments 2004 - 2006
MDS Inc. 1997 - 2004
Skills
Internal Communications, Strategic Communications, Corporate Communications, Executive..., Change Communications, Communications Planning, Speech Writing, Editing, Financial Services, Healthcare, Lifesciences, Communication Training, Relationship Management, Reputation Management, Crisis Communications, Program Management, Strategic Planning, Marketing Communications, Strategy, Social Media, Leadership, Writing, Change Management, Management
Education
University of Nebraska-Lincoln
M.A.
Mills College
B.A.
Høje-Taastrup Amtsgymnasium
CSAV April 2010 - September 2014
Franklin Templeton Investments November 2007 - February 2009
Merrill Lynch November 2005 - November 2007
Skills
Accounting, Bloomberg, Auditing, Financial Analysis, Financial Accounting, Tax, Corporate Finance, Account Reconciliation, Data Analysis, Cash Management, Financial Services, Financial Reporting, Investments, Financial Modeling, Finance
Education
Rutgers University-New Brunswick 2009 — 2009
MS, Accounting
Montclair State University 2006 — 2008
MBA, Finance
Rutgers University-New Brunswick 2000 — 2004
BA, Economics
Suite Life of Riley, LLC June 2015 - Present
Heartland Payment Systems October 2014 - May 2015
William Blair and Company April 2010 - October 2014
Van Kampen Investments March 2004 - April 2010
Franklin Templeton Investments August 2000 - March 2004
Marriott International July 1998 - August 2000
Skills
Event Management, Event Planning, Corporate Events, Meeting Planning, Hotels, Contract Negotiation, Project Management, Hospitality, Volunteer Management, Hospitality Industry, Budgets, Hospitality Management, Food, Hotel Management, Trade Shows, Catering, Marketing Communications, Marketing, Banquets, Sales, Food & Beverage, Tourism, Restaurants, Customer Service, Management, Leadership, Marketing Strategy, Resorts
Education
Michigan State University 1994 — 1998
Business, School of Hospitality Business
Franklin Templeton Investments October 2014 - Present
Dragon Financial Group January 2013 - August 2014
Polymeright Inc October 2007 - February 2013
Education
San Jose State University 2008 — 2012
Bachelor of Science (B.S.)
New Mexico Military Institute 2002 — 2005
Diploma
Franklin Templeton Investments June 2013 - Present
University of California, Berkeley, Haas School of Business May 2015 - August 2015
Ness Technologies January 2006 - June 2013
Infosys December 2000 - January 2006
Tata Consultancy Services October 1999 - December 2000
Skills
Data Warehousing, PL/SQL, Informatica, J2EE, SQL, Data Federation, Software Project..., Oracle, Requirements Analysis, Agile Methodologies, Testing, XML, SDLC, Unix Shell Scripting, Microsoft SQL Server, IT Strategy, Enterprise Software, Databases, CRM, Cross-functional Team..., Project Management, Analysis, Business Intelligence, Management, Strategy, Consulting, PMP, Leadership, Software Development
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2016
Master of Business Administration (M.B.A.), MBA
National Institute of Technology Karnataka 1995 — 1999
Bachelor of Engineering (B.E.), Civil Engineering
Citco Fund Services April 2007 - Present
Citco Fund Services June 2006 - March 2007
Citco Fund Services January 2005 - May 2006
Franklin Templeton Investments October 2002 - December 2004
Franklin Templeton Investments May 1998 - September 2002
Skills
Mutual Funds, Fund Accounting, Fund Administration, Fund Services, Microsoft Excel, NAV, Fund Of Funds, Investments, Securities, Equities, Bonds
Education
Canadian Payroll Association 2011 — 2013
Payroll Compliance Practitioner, Payroll
Ryerson University 2000 — 2002
Accounting and Finance
McGill University 1994 — 1998
Bachelor of Arts (BA), Economics
SBK Interiors July 2014 - Present
Franklin Templeton Investments November 1995 - October 2013
Fiduciary Trust Company International 1995 - 2003
Software Knowledge Center October 1994 - November 1995
Skills
Training & Development, Presentation Development, Program Facilitation, Performance Consulting, Training Delivery, Instructor-led Training, Instructional Design, Needs Analysis, Leadership Development, Blended Learning, Organizational..., Management Development, Employee Training, Leading Change, Behavioural Change, Training, Program Management, Human Resources, Learning Management, Training Facilitation, Change Management
Education
New York Institute of Art and Design 2014 — 2016
Interior Design, Interior Design
Muhlenberg College 1990 — 1994
BA, Communications
Stevens Institute of Technology
Business Administration and Management, General
The Ireland Fund of Canada February 2011 - Present
Plexxus March 2008 - February 2011
Franklin Templeton Investments April 2007 - March 2008
IFDS October 2000 - March 2007
Law Society of Upper Canada October 1999 - October 2000
Skills
Event Management, Corporate Communications, Marketing Communications, Social Media, Media Relations, Public Relations, Fundraising, Writing, Strategic Communications, Internal Communications, Strategy, Stakeholder Management, Project Planning, Management, Project Management, Editing, Program Management, Budgets, Training, Government, Business Planning, Nonprofits, Team Leadership, Strategic Planning, Event Planning, Marketing Strategy, Proposal Writing, Leadership
Education
Memorial University of Newfoundland
College Savings Bank January 2013 - Present
AllianceBernstein December 2011 - January 2013
Franklin Templeton Investments January 2009 - December 2011
Landmark Developers January 2008 - December 2008
The Cathedral International March 2004 - January 2008
Carmon and Associates 2001 - 2007
Prudential 1989 - 2001
Skills
Direct Marketing, Marketing Strategy, Product Marketing, Digital Marketing, Relationship Management, Marketing Communications, Product Development, Strategic Planning, Online Advertising, Marketing, CRM, Email Marketing, Social Media Marketing, Budgets, Integrated Marketing, Product Management, Analytics, Sales, Business Development, Project Management, Market Research, Online Marketing, Competitive Analysis, Strategy, Newsletters, Advertising, Strategic Partnerships, Marketing Management, Brand Management, B2B, SEO, Marketing Research
Education
New Jersey Institute of Technology 2005 — 2008
BS, Marketing Specialization
Science High School
SmartSimple Software Inc March 2011 - Present
Bridger Art and Design April 1998 - Present
Orderline June 2010 - March 2011
Franklin Templeton Investments September 2009 - February 2010
Rise Vision July 2002 - September 2009
Reuters May 2001 - June 2002
ThinkPath November 2000 - May 2001
3D Micro Computers March 2000 - November 2000
Skills
Dreamweaver, Web Design, Flash, Graphic Design, Graphics, CSS, HTML, Photoshop, Logo Design, Illustration, User Interface Design, Illustrator, Adobe Creative Suite, Web Applications, PowerPoint, Multimedia, Web Development, Advertising, User Interface, Teaching, InDesign, QuarkXPress, HTML 5, Interaction Design, Microsoft Word, Microsoft Excel, Video Editing, Marketing, Social Media, Adobe Acrobat, Word, Moodle, E-Learning, Wikis
Education
Medaille College 2010 — 2011
Masters, Elementary Education
Ontario College of Art and Design 1994 — 1998
BFA, Fine Arts
Franklin Templeton Investments May 2013 - Present
Franklin Templeton Investments January 2010 - May 2013
Franklin Templeton Investments September 2009 - January 2010
NN Investment Partners 2006 - 2008
Franklin Templeton Investments 2005 - 2006
Euromoney Institutional Investor 1999 - 2004
Skills
Writing, Editing, Publications Management, Executive Communications, Publications, Equities, Communication Training, Strategy, Mutual Funds, Fixed Income, Press Releases, Newsletters, Investment..., Asset Allocation, Portfolio Management, Investments, Alternative Investments, Finance, Marketing, Asset Management, Institutional..., Hedge Funds, Emerging Markets, Corporate Communications
Education
Middlesex University
University of Surrey
Morgan Stanley April 2015 - Present
UBS Financial Services Inc. October 2014 - April 2015
Oxford Global May 2013 - July 2014
UBS Financial Services Inc. April 2009 - May 2013
Franklin Templeton Investments July 2007 - February 2009
Franklin Templeton Investments July 2006 - July 2007
Franklin Templeton Investments July 2005 - July 2006
Bloomberg 2004 - 2005
Susquehanna International Group May 2001 - August 2004
Education
New York University 2009 — 2011
Professional Certificate, Portfolio Management
New York University 2001 — 2005
Franklin Templeton Investments February 2007 - Present
GlobalPex January 2006 - February 2007
Aurafin LLC September 2003 - September 2006
First Data Merchant Services September 2000 - March 2003
Credit Suisse First Boston July 1997 - September 2000
Prudential Securities May 1996 - July 1997
Nabisco June 1993 - May 1996
National Community Bank ( Bank of NY ) July 1992 - June 1993
Ogden System Projects July 1990 - July 1992
Skills
ASP.NET, WPF, WCF, WinForm, Object Oriented Design, LINQ, OOP, Software Development, Web Services, Agile Methodologies, XML, Visual C++, C++, Visual C#, .Net 4.0, .Net 4.5, Java, TSQL, Microsoft SQL Server, IIS, Socket Programming, Distributed Applications, Silverlight, Entity Framework, MongoDB, MFC, JSON, Scrum, SOA, C#, SDLC, REST, Design Patterns, Distributed Systems, SSIS, SQL, Software Project..., TFS, Multithreading, Enterprise Architecture, AJAX, Oracle
Education
New Jersey Institute of Technology 1996 — 1998
Computer Science (CSC)
Union County College
Computer Information Science (CIS)
Great-West Life August 2012 - Present
Great-West Life August 2012 - December 2012
The Hartford May 2008 - December 2010
Franklin Templeton Investments December 2002 - February 2008
Dynamic Mutual Funds September 2000 - October 2002
CIBC Wood Gundy July 1992 - September 2000
Skills
Sales, Marketing, Organization &..., Business Planning, Department Budgeting, Practice Management..., Outstanding..., Problem Solving, Team Management, Sales Presentations, Sequoia Training, PAR Sales Training, Fusion Presentation..., SPIN Selling, Employee Benefits, Pensions, Financial Services, Mutual Funds, Finance, Insurance, Wealth Management
Education
Mount Saint Vincent University 1992 — 1994
Business Administration, Management and Operations
McMaster University 1991 — 1992
Commerce
Sling Media August 2015 - Present
Cisco October 2013 - July 2015
LendingTree September 2011 - November 2013
Pixelette Studios, Inc. September 2011 - November 2013
Stanford University Medical Center June 2012 - December 2012
SquareTrade August 2011 - April 2012
Synopsys January 2009 - July 2011
Triad Retail Media January 2011 - June 2011
Franklin Templeton Investments October 2010 - December 2010
CBS Interactive July 2010 - October 2010
Skills
After Effects, Flash, User Experience, Interaction Design, Motion Graphics, User Interface Design, Web Design, Graphic Design, Creative Direction, Illustrator, User Interface, Adobe Creative Suite, ActionScript, Information Architecture, CSS, Photoshop, HTML, Online Advertising, HTML 5, Animation, Dreamweaver, User Experience Design, Multimedia, Mobile Applications, User-centered Design, Web Development, Front-end, WordPress, Flash Animation, Typography, CMS, Usability, Wireframes, Corporate Branding, HTML5, Art Direction, Graphics, Advertising, Layout
Education
Savannah College of Art and Design 1997 — 2000
BFA, Computer Art
Minneapolis College of Art and Design 1996 — 1997
Leader Capital Corp September 2013 - Present
Franklin Templeton Investments May 2012 - September 2013
Franklin Templeton Investments May 2011 - May 2012
JPMorgan Chase February 2010 - May 2011
Skills
Mutual Funds, Sales, 401k, Financial Services, Separately Managed..., Investment Advisory, Relationship Management, Variable Annuities, Fixed Income, Investment Strategies, FINRA, Bonds, ETFs, IRAs, Analysis
Education
Montana State University-Bozeman 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Carrabassett Valley Academy 1994 — 1996
Visa June 2012 - Present
HCL America Inc. 2009 - June 2012
Franklin Templeton 2006 - 2009
Franklin Templeton Investments 2000 - 2006
LVMH 1998 - 2000
PwC Consulting 1996 - 1998
Philips Interactive Media 1990 - 1996
Skills
Program Management, PMP, Cross-functional Team..., Software Development, Budgeting, Scrum, SaaS, PMO, IT Strategy, Strategic Sourcing, Budgets, Executive Management, Vendor Management, Strategic Planning, SDLC, Project Management, Integration, Agile Methodologies, CRM, Strategy, Technical Leadership, Thought Leadership
Education
University of Alabama in Huntsville
M.S, Electrical Engg.
National Institute of Technology Kurukshetra
BS, Electrical Engg
Casey Family Programs October 2014 - Present
Sunamerica Asset Management June 2012 - November 2013
Credit Suisse November 2009 - August 2011
ING Investment Management 2006 - 2009
D.E. Shaw & Co. 2004 - 2006
Mosaic Asset Management 2000 - 2004
J&W Seligman 1998 - 2000
Franklin Templeton Investments 1994 - 1997
Wasserstein Perella 1989 - 1994
Goldman Sachs 1987 - 1989
Skills
Equities, Hedge Funds, Valuation, Financial Modeling, Portfolio Management, Capital Markets, Investments, Asset Managment, Equity Valuation, Derivatives, Investment Banking, Alternative Investments, Investment Management, Financial Markets, Financial Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 1994 — 1997
MBA, Business/Finance
Massachusetts Institute of Technology 1986 — 1987
SM, Engineering
Massachusetts Institute of Technology 1982 — 1986
SB, Materials Science and Engineering
Schwan's Consumer Brands June 2003 - Present
Microsoft August 2002 - June 2003
Franklin-Templeton Investments May 1998 - August 2002
Associated Pension Consultants December 1996 - May 1997
Skills
Budgets, Forecasting, Financial Analysis, Competitive Analysis, Variance Analysis, Financial Modeling, Cross-functional Team..., SAP, Finance, Strategic Financial..., Pricing, Hyperion Enterprise, Process Improvement, Income Statement, Consumer Products, Essbase, Strategic Planning, Management, Business Strategy, Sales Operations, Strategy, FMCG, P&L Management, IRI, Nielsen, Grocery, Shopper Marketing, Customer Insight, Pricing Strategy, P&L
Education
University of Minnesota - Carlson School of Management 2008 — 2011
MBA
Minnesota State University, Moorhead 1991 — 1996
Bachelor of Science
Fargo South High School
Fargo South High School
Franklin Templeton Investments August 2012 - Present
Chordant Capital Partners, LLC July 2009 - June 2012
Putnam Investments July 1999 - November 2008
Arthur D. Little July 1994 - May 1997
Skills
Portfolio Management, Asset Allocation, Fundamental Analysis, Market Analysis, Equities, Hedge Funds, Equity Research, Investments, Alternative Investments, Bloomberg, Financial Modeling, Investment Management, Fixed Income, Mutual Funds, Valuation, Asset Managment, Investment Strategies, Portfolio Optimization, Capital Markets, Analysis, Due Diligence, Emerging Markets, Equity Valuation, Finance, Financial Analysis, Options, Securities, Strategy, Venture Capital, Asset Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
MBA
Middlebury College 1990 — 1994
BA
Weston High School 1986 — 1990
Franklin Templeton Investments May 2014 - Present
Franklin Templeton January 2007 - April 2014
Franklin Templeton 2002 - 2006
ANZ Funds Management 2001 - 2002
Ernst & Young 1999 - 2001
Skills
Investments, Asset Management, Equity Research, Equities, Business Development, Valuation, Investment Banking, Hedge Funds, Financial Modeling, Bloomberg, Financial Markets
Education
Monash University
Bachelor of Commerce / Bachelor of Economics (Honours)
CarMax January 2014 - Present
MHN 2011 - 2012
Red Hawk Casino 2008 - 2011
ADR Consulting, Inc 2007 - 2008
John L. Sullivan Automotive Group 2005 - 2007
National Business Phone Banker, Wells Fargo 2005 - 2005
Franklin Templeton Investments 1999 - 2005
Skills
Customer Service, Team Building, Microsoft Office, Outlook, New Business Development, Customer Satisfaction, Microsoft Excel, Negotiation, Public Speaking, Microsoft Word, Sales, Social Media Marketing, Analysis, Management, Call Centers, Training, CRM, Contract Negotiation, Insurance, Time Management, Marketing, Strategic Planning, Social Networking, Problem Solving, Leadership, Customer Retention
Education
MTI College 2013 — 2016
Progressing towards Paralegal AA Degree, Paralegal, Presently Maintaining President's List 4.0 GPA
Skyline College 1985 — 1987
Advanced Careers Technology Institute
Skyline College
Earth Sciences
IBM Canada 1996 - Present
IBM Comercial Customer Suport March 2010 - February 2011
Franklin Templeton Investments February 2006 - March 2010
Celestica 2002 - 2003
Skills
EMC Storage, Disaster Recovery, SAN, AIX, Storage Area Networks, Storage, Virtualization, Unix, Solaris, ITIL Certified, VMware, Servers, Data Center, IT Management, High Availability, ITIL
Education
New York Institute of Technology
MS
Mackenzie Investments April 2011 - Present
AGF Management Limited June 2009 - November 2010
AGF Management Limited June 2005 - June 2009
Franklin Templeton Investments December 2002 - June 2005
Skills
Business Strategy, Financial Markets, Asset Allocation, Valuation, Project Management, Financial Modeling, Financial Services, Relationship Management, Risk Management
Education
Memorial University of Newfoundland
Bachelor of Commerce, Finance
Franklin Templeton Investments January 2006 - Present
Franklin Templeton Investments April 2001 - January 2006
Alekhya Ascendsoft January 2000 - March 2001
netGuru March 1999 - December 1999
iGATE June 1997 - February 1999
Skills
Software Project..., Global Delivery, SDLC, Requirements Analysis, Agile Methodologies, Requirements Gathering, Project Management, PMP, PMO, Vendor Management, IT Strategy, Project Delivery, Agile Project Management, Resource Management, Software Development, Business Process..., Web Applications, CRM, Web Services, IT Management, SaaS, Quality Center, Solution Architecture, Architectures
Education
National Institute of Technology Tiruchirappalli 1993 — 1997
BE ECE, Electronics And Communication
Franklin Templeton Investments August 2013 - Present
Franklin Templeton Investments December 2012 - Present
Franklin Templeton Investments December 2010 - December 2012
Franklin Templeton Investments February 2010 - January 2011
Franklin Templeton Investments February 2008 - March 2010
RBC Royal Bank October 2005 - February 2008
Investors Group July 2001 - October 2005
Skills
Mutual Funds, Financial Analysis, Finance, Capital Markets, Investment Strategies, Portfolio Management, Analysis, Financial Modeling, Derivatives, Investments, Equities, Fixed Income, Financial Services, Asset Management, Bloomberg, Valuation, Financial Planning
Education
Rotman School of Management 2011 — 2013
Masters of Finance
McGill University 1997 — 2000
Bachelor of Science, Microbiology & Immunology
CFA Institute
CFA Institute
Franklin Templeton Investments Key Account ManagerFranklin Templeton1996 - Present
Skills
Alternative Investments, Asset Managment, Asset Management, Financial Services, Fixed Income, Investments, Mutual Funds, Portfolio Management, Relationship Management, Securities, Series 63, Series 7, Wealth Management, Asset Allocation, Equities, Investment Strategies
Education
Mount Holyoke College 1985 — 1989
Jackson National June 1998 - Present
GT Global Mutual Funds October 1994 - June 1998
Franklin Templeton Investments January 1992 - October 1994
Education
Niagara University 1980 — 1984
Bachelor of Science (BS), Marketing
Airgain March 2013 - Present
Alereon October 2008 - December 2012
Stonestreet One June 2007 - October 2008
Solectek February 2006 - June 2007
Intel July 2004 - February 2006
Aradiant August 2003 - October 2004
Sirius Sites - Web development company February 2000 - July 2004
Franklin Templeton Investments October 1997 - February 2000
Skills
Test Automation, Test Planning, Wireless, WiFi, Debugging, Ethernet, RTOS, Embedded Systems, Embedded Software, Python, Unit Testing, Nose, System Testing, Regression Testing, Test Cases, Compliance, UWB, Interoperability, RF, Network Design, TCP/IP, Systems Engineering, WLAN, WinDbg, Wireless Networking, ASDM, Cisco IOS, Wireshark, LAN-WAN, PHP, MySQL, OFDM, System Integration..., Web Design, Device Drivers, USB, Digital Signal..., ARM, Testing, IP, System Architecture, FPGA
Education
University of Arizona 1992 — 1997
Bachelor of Arts (B.A.), Communication
National University 2004 — 2006
Computer Science
University of Guadalajara 1996 — 1996
Union Bank December 2013 - Present
Franklin Templeton Investments April 2009 - December 2013
Franklin Templeton Investments April 2006 - March 2009
Hewitt Associates February 2004 - March 2006
Hewitt Associates September 2001 - February 2004
TransTech Inc January 2000 - September 2001
TransTech Inc. May 1998 - January 2000
Skills
PeopleSoft, SDLC, Business Analysis, Requirements Analysis, Vendor Management, Requirements Gathering, Software Project..., Business Intelligence, Process Improvement, Project Management, Visio, Business Process..., Strategic Planning, IT Strategy, Program Management, Team Leadership, Situational Leadership, Analytics, PMP, Project Portfolio..., ERP, Integration, Business Process..., Enterprise Architecture, IT Management, SharePoint, Business Process, Team Management, Cross-functional Team..., Project Delivery, Outsourcing, Change Management, Governance, Resource Management, Business Requirements, Process Engineering, PMO, Service Delivery, ITIL, Risk Management, IT Service Management, MS Project, Disaster Recovery, Software Documentation
Education
The University of Memphis 1995 — 1997
Master in Business Administration, Management Information Systems, Accounting, Org. Behavior
Nicholls State University 1993 — 1994
Management
The University of Memphis 1992 — 1993
Master of Science, Bio-Medical Engineering
Bangalore Institute of Technology 1985 — 1990
BE, Instrumentation Engineering
Pattison Outdoor Advertising April 2012 - Present
Fresh Baked Entertainment October 2010 - March 2012
Shop Marrin March 2005 - February 2010
Franklin Templeton Investments 1999 - 2002
Global Strategy Financial Services Inc 1991 - 1999
Skills
Entertainment, Sponsorship, Online Advertising, Social Media, Relationship Marketing, Digital Media, New Media, Television, Video Production, Account Management, Digital Strategy, Digital Marketing, Advertising
Education
University of Toronto - Woodsworth College 1990 — 1994
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
McMaster University 1990 — 1991
Richview Collegiate
Franklin Templeton Investments February 2011 - March 2013
FedEx Services October 2009 - August 2010
JPMorgan Chase July 2001 - April 2007
MetLife 1995 - 2000
Skills
Strategic Planning, SDLC, Requirements Analysis, Agile & Waterfall..., HP Quality Center ALM, Manual Testing, Regression Testing, Test Lead, User Acceptance Testing, Web Testing, Test Cases, Quality Assurance, Quality Center, Test Planning, Testing, Integration, QTP, Analysis, Business Requirements, Databases, SQL, Waterfall, Defect Tracking, Test Strategy, HP Quality Center, Management, Oracle, Software Documentation
Education
Finch College
New York University
Farmers Insurance March 2011 - September 2013
ZipRealty September 2005 - September 2010
Charles Schwab September 2000 - September 2006
Franklin Templeton Investments September 1997 - September 1999
Skills
Real Estate, Customer Service, Mortgage Lending, Marketing, Loans, Social Media, Marketing Strategy, Selling, Sales, Negotiation, Training, Advertising, Insurance, Process Improvement, Budgets
Education
Menlo College 1990 — 1994
Bachelor of Business Administration (B.B.A.)
Sun Life Financial January 2015 - Present
Sun Life Financial September 2012 - Present
Invesco Canada (Invesco Trimark) December 2010 - September 2012
Invesco Trimark August 2009 - January 2011
Invesco Trimark July 2000 - August 2009
Fidelity Investments July 1999 - June 2000
Franklin Templeton Investments September 1996 - June 1999
Skills
Building Relationships, Delivering Results, High Energy Level, Drive Results, Sales Presentations, Business Analysis, Business Acumen, Open Communication, Entrepreneurial, Entrepreneurship, Mutual Funds, Marketing Strategy, Investments, Executive Management, Marketing, Retirement Planning, Strategic Partnerships, Business Development, Financial Services, Portfolio Management, Sales, Management, ETFs, Insurance, Investment Strategies, Wealth Management
Education
Herzliah High School 1981 — 1988
McGill University
Bachelor of Arts (BA)
Ontario Public Service 2008 - Present
Ontario Public Service 2002 - 2008
Franklin Templeton Investments 2001 - 2002
Shell Canada 1995 - 2001
Independent Consultant 1986 - 1995
Skills
Program Management, Project Portfolio..., Business Analysis, PMP, IT Service Management, MS Project, IT Strategy, Business Process
Education
McMaster University 2001 — 2002
Master's Certificate in Project Management
CDI College
The George Washington University
Project Management
Next Generation Vending and Food Service October 2004 - Present
Franklin Templeton Investments August 1999 - April 2004
Education
St. Petersburg College 1999 — 2002
Computer Science
Mohawk Valley Community College 1994 — 1996
Banking/Finance
Oneida HIgh School 1992 — 1994
Franklin Templeton Investments September 2009 - Present
Highmark February 2006 - June 2008
Skills
Hyperion Planning, Essbase, ODI, Oracle EPM, FDQM, Unix Shell Scripting, Linux, Weblogic, JavaScript, Object Oriented Des, Java, J2EE Application..., Process Improvement, SDLC
Education
New Jersey Institute of Technology 2004 — 2006
Sri Siddhartha Institute of Technology 1998 — 2002
Bachelor of Engineering (B.E.), Electronics and Communications Engineering
Visvesvaraya Technological University 1998 — 2002
B.E, Electronics & Communication
Serenity Consultants June 2015 - Present
Franklin Templeton Investments March 1998 - July 2009
Hitachi GST 1997 - 1998
Toshiba America Semiconductor 1995 - 1997
US Court of Appeals, 5th Circuit 1994 - 1995
Toshiba America Electronic Components 1989 - 1994
Skills
Program Management, Cross-functional Team..., Business Analysis, Vendor Management, Business Intelligence, Product Management, Forecasting, SDLC, IT Strategy, Semiconductors, Process Improvement, Enterprise Architecture, Project Planning
Education
National University 1991 — 1993
Bachlor, Business Marketing
Ametican Red Cross
First Aid CPR
Franklin Templeton Investments July 2008 - Present
Latvian Embassy, Northern California July 2011 - Present
Barclays Global Investors (acquired by BlackRock in 2009) May 2007 - July 2008
CRA International January 2006 - May 2007
U.S. Department of Treasury, Internal Revenue Service 2003 - 2006
U.S. Department of Treasury, Internal Revenue Service 2001 - 2003
U.S. Department of Treasury - Internal Revenue Service 1998 - 2001
Skills
Strategic Financial..., Transfer pricing, Tax Audits, Funds Transfer Pricing, Tax Compliance, Intellectual Property..., Business Valuation, Transfer Pricing, Auditing
Education
University of California, Santa Cruz 1994 — 1997
MA (PhD Program),, International Economics, Trade and Finance Concentrations
Stanford University 1984 — 1988
BA, Quantitative Economics and Applied Mathematics
Monterey Institute of International Studies 1996 — 1997
Advanced Accreditation, Russian Language Studies (Advanced)
Western Michigan University 1987 — 1989
Advanced Accreditation, Latvian Language and Cultural Studies
Insight Coffee Roasters May 2012 - Present
Franklin Templeton Investments July 2011 - January 2013
Franklin Templeton Group May 2008 - July 2011
Franklin Templeton Investments July 2007 - May 2008
Franklin Templeton Investments December 2006 - July 2007
Merrill Lynch September 2005 - December 2005
Charter One Bank May 2004 - August 2004
Education
Middlebury College 2010 — 2013
Masters, French
Siena College 2002 — 2006
B.S., Finance
Siena College 2002 — 2006
B.A., French
CEFAM 2005 — 2005
N/A, French
Université Laval 2003 — 2003
N/A, French
Sierra College 2002 — 2002
N/A, French
Verizon July 2015 - Present
Keefe Bruyette & Woods July 2009 - 2015
Franklin Templeton Investments July 1996 - February 2009
Skills
Trading, Series 63, Series 7, Electronic Trading, Trading Systems, Equities, Bloomberg, Options, Securities, Hedge Funds, Financial Services, Portfolio Management
Education
Mount St. Mary's University 1992 — 1996
BA, Sociology
Schenck SC June 2015 - Present
Franklin Templeton Investments January 2014 - Present
CapTrust Advisors, LLC January 2013 - December 2013
Baker Tilly Virchow Krause, LLP June 2000 - January 2010
Bank One January 1999 - June 2000
Skills
Investments, Retirement Planning, Asset Management, Investment Management, Investment Advisory, Portfolio Management, Wealth Management, 401k, Series 7, Strategic Financial..., Investment Strategies, Financial Analysis, Insurance, Retirement, Financial Advisory, Financial Planning
Education
University of Phoenix 2007 — 2009
MBA
Miami University 1991 — 1995
BA, International Studies
Natixis Global Asset Management August 2011 - Present
Assent LLC August 2008 - August 2011
Federal Home Loan Bank of San Francisco November 2000 - May 2007
Franklin Templeton Investments July 1998 - July 2000
Skills
Bloomberg, Fixed Income, Equities, Derivatives, Capital Markets, Trading, Portfolio Management, Financial Markets, Asset Management, Trading Systems, Investments, Treasury, Treasury Management, Hedge Funds, Fixed Income Analysis, Financial Risk, Money Market, Options, Series 63, Equity Trading, Proprietary Trading, Alternative Investments, ETFs, Trading Strategies, Securities, Series 7, Swaps, Electronic Trading, Equity Derivatives, Hedging, Asset Allocation, Bonds, Interest Rate..., Quantitative Finance, Market Risk, Valuation, Finance
Education
University of San Francisco 1994 — 1998
BA, Economics
New York University
Economic Studies, Economics
Oxford University
Political Philosophy
MetLife July 2015 - Present
MetLife January 2014 - July 2015
MetLife October 2011 - January 2014
Corinthian Colleges December 2009 - October 2011
Franklin Templeton Investments April 2000 - March 2009
Franklin Templeton Investment Services GmbH July 1995 - March 2000
Skills
Accounting, Banking, Finance, Financial Reporting, Financial Analysis, Investments, Financial Services, Leadership, Loans, Management, Mutual Funds, Business Analysis, Relationship Management, Analysis
Education
New England College 1991 — 1993
Bachelor of Arts, Business Management
Meltwater July 2015 - Present
SunPower Corporation December 2011 - July 2015
SunPower Corporation February 2011 - December 2011
SunPower Corporation August 2009 - February 2011
Franklin Templeton Investments May 2007 - April 2009
Franklin Templeton Investments October 2004 - May 2007
Franklin Templeton Investments September 2003 - October 2004
Franklin Templeton Investments July 2002 - September 2003
Ogilvy Public Relations Worldwide August 2000 - February 2002
Skills
Lead Generation, Marketing, Social Media, Segmentation, Salesforce.com, B2B Marketing, Marketing Automation, Omniture, Email Marketing, Web Analytics, Digital Marketing, Product Marketing, Marketing Communications, Market Research, Relationship Management, Direct Marketing, Marketing Strategy, Online Advertising, Analytics, B2B, Cross-functional Team..., Competitive Analysis, Corporate Branding, Online Marketing, Product Management, Copywriting, Management
Education
Miami University 1996 — 2000
B.A., Speech Communication (Public Relations), B.A., Zoology
Electronics for Imaging April 2000 - August 2000
Visa International 1999 - 2000
Hadco 1999 - 1999
Franklin Templeton Investments 1998 - 1999
Visa International 1997 - 1998
Nestle Beverage Company 1995 - 1997
Nestle Beverage Company 1993 - 1994
Nestle Beverage Company 1991 - 1993
Bausch and Lomb 1987 - 1991
Skills
Event Planning, Research, Project Management, PowerPoint, Customer Service, Team Leadership, Team Building
Education
Monroe Community College
Franklin Templeton Investments June 2008 - April 2009
Nielsen Media Research December 2003 - June 2008
First Atlantic Financial April 1992 - December 2002
Unilever June 1970 - September 1991
Education
Memorial University of Newfoundland 1968 — 1970
Commerce
The Idea Factory March 2014 - Present
BlackRock July 2012 - February 2014
AGF Investments November 2011 - July 2012
John Hancock October 2010 - December 2011
Manulife Financial October 2008 - October 2010
Franklin Templeton Investments 2004 - 2006
Skills
Investment Strategies, Advertising, Asset Management, Wealth Management, Product Management, Mutual Funds, Financial Services, Marketing, Equities, Business Analysis, Business Strategy, Portfolio Management, Asset Managment, Relationship Management, Investment Advisory, Investments, Marketing Strategy, Risk Management, Alternative Investments, Fixed Income, Insurance, Valuation, Strategic Financial..., Email Marketing, Asset Allocation
Education
York University 2009 — 2015
Memorial University of Newfoundland 1999 — 2003
Bachelor of Business Administration (BBA)
Independent October 2014 - Present
Astute Business Solutions March 2013 - October 2014
Independent Consultant November 2011 - December 2012
Ness Technologies June 2009 - October 2011
Independent Consultant August 2007 - May 2009
Franklin Templeton Investments November 2003 - January 2007
Kforce Technology Staffing August 2001 - October 2003
Emerald Solutions June 1999 - June 2001
COMSYS February 1997 - May 1999
Skills
Business Analysis, SDLC, Business Intelligence, ERP, Enterprise Software, Requirements Analysis, Integration, Software Project..., Data Warehousing, IT Strategy, Enterprise Architecture, Requirements Gathering, Delivery Operations, Test Planning, User Acceptance Testing, Performance Testing
Education
National Institute of Information Technology 1988 — 1992
BS, Computer Engineering
NIIT Trichy
Bachelor's degree in Engineering, Information Technology
Franklin Templeton Investments May 2006 - Present
Leap Wireless International, Inc 2005 - 2006
Orrick, Herrington & Sutcliffe LLP 1989 - 2004
Education
Stanford Law School 1986 — 1989
JD, Law
New York University 1979 — 1981
MA, Arts Administration
University of Massachusetts, Amherst
BA, Education
Franklin Templeton Investments September 2015 - Present
New York Life Investments March 2008 - August 2015
Morgan Stanley February 2005 - March 2008
Skills
Mutual Funds, Separately Managed..., Hedge Funds, Fund Of Funds, Private Equity, Asset Management, Asset Allocation, Series 7, Series 66, Investments, CIMA
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Monmouth University 2000 — 2004
BSBA, Finance and Mgmt
BayCare Health System October 2013 - Present
BayCare Health System July 2010 - Present
HK Wa, Inc. 2003 - Present
Franklin Templeton Investments March 2004 - April 2009
Allstate January 1997 - March 2004
Florida Family Insurance January 1994 - January 1997
Skills
Team Building, Strategic Planning, Performance Management, Mentoring, Primary Preceptor, PCIP, Process Improvement, Healthcare, Insurance, Sales, Employee Benefits, Microsoft Office, Team Leadership, Coaching, Customer Service, Leadership, Management, Public Speaking, Leadership Development
Education
University of South Florida 2012 — 2016
Masters Degree Nursing, Family Practice Nurse/Nursing
St. Petersburg College 2009 — 2010
ADN, Nursing
National-Louis University 1994 — 1997
Bachelors of Science, Business management
KSG De Breul
High School, General Studies
Franklin Templeton Investments January 2005 - January 2009
Franklin Templeton Investments January 1989 - January 2005
Franklin Templeton Investments January 1987 - January 1989
Franklin Templeton Investments October 1986 - January 1987
Education
McMaster University 1982 — 1986
MBA, Management Information Systems
McMaster University
Bachelor of Business Administration, Accounting
Scotia Asset Management L.P> September 2011 - Present
AGF Management Limited April 2005 - August 2011
Freelance Journalism January 2004 - April 2005
Franklin Templeton Investments August 2004 - February 2005
Environmental Finance magazine December 2001 - December 2003
Euromoney June 1997 - September 1999
Skills
Investments, Marketing Communications, Corporate Communications, Mutual Funds, Investment Strategies, Writing, Strategic Communications, Wealth Management
Education
McGill University 1993 — 1997
BA, English Literature
Indian River Land Trust June 2013 - Present
Riverside Children's Theatre March 2010 - 2013
Indian River Property Management January 2008 - 2013
Palm Pointe Realty May 2010 - June 2012
Franklin Templeton Investments January 1996 - December 1999
Skills
Non-profits, Public Speaking, Event Planning, Volunteer Coordinator..., Fundraising, Event Management, Volunteer Management, Social Media Marketing, Strategic Planning, Leadership Development, Nonprofits, Social Networking, Supervisory Skills, Community Outreach, Small Business, Management, Marketing, Public Relations, Sales, Leadership, Training, Coaching, Team Building, Budgets, Customer Service, Entrepreneurship, Marketing Communications, Marketing Strategy, Organizational..., Social Media, Microsoft Office, Real Estate, Newsletters
Education
Realtors Association of Indian River 2004 — 2008
Sales Assoc, Real Esate
National Center for Paralegal Training 1988 — 1989
Paralegal, Real Estate and Litigation
Mercer University 1984 — 1988
Liberal Arts, Psychology
Novartis Oncology January 2015 - March 2015
Eisai Pharmaceuticals September 2013 - October 2014
Novartis Pharmaceuticals February 2013 - June 2013
Franklin Templeton Investments December 2012 - February 2013
Citi August 2012 - October 2012
CIT Group February 2012 - July 2012
UBS April 2011 - January 2012
Wall Street Services October 2010 - December 2010
Pershing Advisor Solutions LLC July 2007 - October 2009
NYSE November 2004 - January 2007
Education
Montclair State University 2002 — 2005
Paralegal Certificate
Montclair State University 1990 — 1995
MBA
Queens College 1976 — 1984
Bachelor
Dominican Commercial High School 1972 — 1976
High School Diploma
Franklin Templeton Investments January 2011 - Present
Franklin Templeton Investments January 2009 - December 2010
Franklin Templeton Investments February 2007 - December 2008
Bank of Montreal January 2005 - February 2007
Education
University of Toronto 2008 — 2008
Foundations of Project Management
Canadian Securities Institute 2006 — 2006
Canadian Securities Course (CSC)
McGill University
BComm, Marketing Major, Graduated with Distinction
York Mills C.I.
J.P. Morgan November 2014 - Present
JPMorgan Chase January 2013 - November 2014
Franklin Templeton Investments July 2008 - December 2012
Wachovia Securities September 2007 - June 2008
Skills
Series 7, Series 6, Series 63, Sales, Microsoft Excel, Relationship Management
Education
New Mexico State University 2004 — 2008
BA, Marketing
Elizabeth Group LLC 2010 - 2012
Citadel Investment Group 2006 - 2010
Franklin Templeton Investments 2004 - 2006
Franklin Templeton Investments 2002 - 2004
Franklin Templeton Investments July 2002 - October 2002
Skills
Hedge Funds, High Yield, Leveraged Finance, Debt, Bloomberg, Equities, Derivatives, Trading, Asset Management, Credit, Credit Analysis, Structured Products, Loans, Series 7, Finance
Education
New York University 2010 — 2012
Certificate in Credit Analysis
Santa Clara University - Leavey School of Business 1998 — 2002
BS
Syracuse University 2001 — 2001
Finance en Mouvement / Finance in Motion June 2013 - Present
Laurentian Bank February 2013 - June 2013
Franklin Templeton Investments November 2012 - February 2013
Building Blocks Tutorials 2004 - 2013
L'Oréal September 2011 - December 2012
HillView Academy September 2010 - June 2011
TELUS June 2007 - June 2010
Skills
Competitive Analysis, Business Development, Management Consulting, Business Analysis, Market Research, Business Planning, Management, Team Management, CRM, Marketing Strategy, Market Analysis, Team Leadership, Coaching, Performance Management, Project Management, Entrepreneurship
Education
IQPF 2015 — 2016
Financial Planner - Pl. Finm, Financial Planning and Services
Autorité des Marchés Financiers 2013 — 2014
Financial Securities Advisor, Life and Disability Insurance
McGill University 2013 — 2014
Graduate Certificate in Financial Planning, Finance and Financial Management Services
IFIC 2013 — 2013
Mutual Fund License, Finance and Financial Management Services
McGill University 2003 — 2007
Bachelor of Commerce (B.Com.), Finance, General
Champlain St Lambert
Management, Management, General
Champlain St Lambert
Vincent Massey Collegiate
Vincent Massey Collegiate
Hamilton Health Sciences - Population Health Research Institute (PHRI) February 2011 - Present
MYTRAK Health Systems Inc. October 2009 - February 2011
The News Group September 2008 - July 2009
CIBC June 2006 - July 2008
NUwebsites Designs and Photography May 2003 - June 2006
AIC Group of Funds May 2000 - April 2003
Franklin Templeton Investments 1996 - 1999
Skills
Business Analysis, Business Analysis..., Modeling, Use Case Diagrams, Activity Diagrams, Process Modeling, BRDs, Project Management, Agile Project Management, Requirements Gathering, Requirements Workshops, Business Process..., Statistical Data..., SDLC, Wireframes, Data Analysis, Conflict Resolution, Web Project Management, Web Design, Web Interface Design, TFS, IIBA, Healthcare, Inventory Management, Inventory System, ITIL, Access, Analysis, Management, Project Planning, SQL, Software Documentation, Visio
Education
Mohawk College 2000 — 2002
Certificate, Web/Multimedia Management and Webmaster
McMaster University 1991 — 1995
BA, Economics
Scotiabank June 2013 - Present
Scotiabank May 2008 - June 2013
GMAC Mortgage 2007 - 2008
AGF Management Limited 2005 - 2007
Franklin Templeton Investments 2000 - 2004
Skills
Mutual Funds, Wealth Management, Product Management, Investments, Financial Services, Relationship Management, Securities, Investment Advisory, Investment Management, Portfolio Management
Education
Memorial University of Newfoundland 1994 — 1999
Bachelor of Commerce (B.Com.)
Franklin Templeton Investments July 2006 - Present
Franklin Templeton Investments October 2004 - June 2006
Charles Schwab December 2003 - June 2004
Charles Schwab January 1998 - November 2003
Charles Schwab August 1997 - December 1997
Skills
Series 7, Series 63, Series 24, Project Management, Business Development, Mutual Funds, Asset Allocation, Retirement Planning, Investments, Securities, Portfolio Management, Asset Managment, 401k, Asset Management, Equities, FINRA, Bloomberg, Financial Advisory, Financial Analysis, Management, Fixed Annuities, Finance, Separately Managed..., Selling, Uniform Combined State..., Financial Modeling, Sales Operations, Trading, Financial Services, Sales, Investment Strategies, Strategic Financial..., Retirement, Fixed Income, Relationship Management, Series 6
Education
University of Tampa - John H. Sykes College of Business 2008 — 2010
MBA
Michigan State University 1993 — 1997
Bachelor of Arts, Finance
Franklin Templeton Investments April 2013 - Present
Franklin Templeton Investments March 2008 - April 2013
Franklin Templeton Investments June 2005 - March 2008
Skills
Business Analysis, Money, Mutual Funds, Finance, Analysis, Technical Writing, Financial Analysis, Valuation, Equities, Investments, Financial Modeling, Financial Services, Capital Markets, Mergers & Acquisitions
Education
CFA Institute
Investment Banking Institute 2013 — 2013
Canadian Securities Institute 2006 — 2007
Canadian Securities Course, Investments
McMaster University
BA, Economics
Forward Management 2010 - March 2013
RS Investments 2007 - 2009
Independent Management Consulting Professional 2006 - 2006
PFPC Inc. 2005 - 2005
Franklin Templeton Investments 2005 - 2005
Management Consultant 2003 - 2004
Deutsche Asset & Wealth Management (formerly Scudder, Stevens & Clark) 2000 - 2002
Deutsche Asset & Wealth Management (formerly Scudder, Stevens & Clark) 1988 - 1998
PricewaterhouseCoopers 1982 - 1985
Skills
Investments, Equities, Hedge Funds, Fund Accounting, Management, Mutual Funds, Accounting, Securities, Auditing, Fund Of Funds, Corporate Actions
Education
Rutgers University-New Brunswick 1978 — 1982
B.A. Business Administration, Accounting
Monterey Institute of International Studies 1986 — 1987
Scott A. Marcott Consulting 1990 - Present
Changes in L'attitudes 2002 - 2003
Wayne County Michigan 2000 - 2002
Data Management Systems 1999 - 2000
Franklin Templeton Investments 1997 - 1999
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas 1994 - 1997
Skills
Information Technology, Servers, Network Administration, Troubleshooting, Unix, Linux, Data Center, Networking, WAN, LAN-WAN, Project Management, Team Leadership, Software Installation, MMO Server Management, WiFi, Software Documentation, Databases, Instructors, TCP/IP, Electricians, Microsoft Office, Microsoft Exchange
Education
Michigan Institute of Aviation and Technology 2010 — 2011
Diploma, Power Technology
Woodhaven High School 1987 — 1990
Diploma, Electronics
St. Joseph's Children's Hospital September 2013 - Present
Beth Kuehling, MA, LMHC September 2012 - Present
BayCare Health System April 2013 - September 2013
Operation PAR January 2011 - June 2013
Metropolitan Ministries May 2010 - December 2010
Raymond James Financial September 2006 - December 2010
Metropolitan Ministries August 2009 - December 2009
Franklin Templeton Investments June 2005 - September 2006
Education
University of South Florida
Master of Arts, Counselor Education-Clinical Mental Health Counseling
Siena Heights University
Bachelor of Arts, Business Administration & Marketing
Monroe County Community College
Associates Degree, Science
Bedford High School
High School Diploma
University of South Florida
Masters, Clinical Mental Health Counseling, 4.0
Federal Home Loan Bank of San Francisco 2008 - Present
Franklin Templeton Investments October 2007 - January 2008
Alliance Bancorp July 2006 - July 2007
Washington Mutual September 2003 - September 2004
Skills
PowerPoint, Financial Reporting, Strategic Planning, Salesforce.com, Valuation, Data Analysis, Banking, Financial Analysis, Microsoft Excel, Asset Managment, Budgets, Loans, Risk Management, Analysis
Education
Michigan State University 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Franklin Templeton Investments January 2014 - Present
Davis Polk & Wardwell LLP 2011 - December 2013
Kim & Chang 2009 - 2011
Goldman Sachs 2007 - 2008
Latham and Watkins 2003 - 2007
Sullivan & Cromwell LLP 2002 - 2002
Sullivan & Cromwell LLP 2001 - 2001
SG Cowen 1999 - 2000
Wilson Sonsini Goodrich and Rosati 1996 - 1999
Education
Bronx High School of Science
High School Diploma
New York University School of Law
Doctor of Law (JD)
Stanford University
Bachelor of Arts (BA), Psychology
ARAMARK Refreshment Services August 2012 - Present
Receivable Management February 2015 - April 2015
Orchid House florist February 2007 - January 2009
Franklin Templeton Investments August 1999 - June 2000
Skills
Data Entry, Service Delivery, Customer Service, Cooking, Catering
Education
Middle Georgia Technical College 2009 — 2010
Diploma, Business Administration-Office Assistant
Full Sail University October 2012 - Present
Self-Employed Musician June 2000 - Present
Full Sail University June 2011 - October 2012
Raymond James Financial Inc. December 2008 - May 2010
Franklin Templeton Investments August 2006 - December 2008
Wells Fargo January 2006 - June 2006
ALDO Group November 2003 - January 2006
Skills
Student Financial Aid, Financial Aid..., Student Loans, Title IV, Mutual Funds, Stocks, Dividends, Traditional IRA, Roth IRA, Retail Banking, Customer Service, Customer Oriented, Cross Selling, Time Management, Classroom Management, Education, Special Education, Music Education, Lesson Planning, Mac OS, OS X, iWork, Microsoft Office, Windows 7, Windows Vista, Windows XP Pro, Musicians, Music Production, Percussion Performance, Drum Set, Hand Percussion
Education
Saint Petersburg College 2010 — 2011
Non-Degree Program, Special Education and Teaching
North Central University 2000 — 2005
Bachelor of Science (B.S.), Theology/Theological Studies
Franklin Templeton Investments June 2011 - May 2014
Green and Hall, Attorneys at Law December 2010 - May 2011
Resources Global Professionals February 2007 - December 2009
Greater Bay Bank August 2005 - February 2007
Zultys Technologies December 2001 - April 2005
Skills
Financial Reporting, Accounting, Microsoft Office, Compilation Of..., Auditing, Process Improvement, Payroll, Internal Controls, Internal Audit, QuickBooks, Human Resources, PeopleSoft, Client Service Oriented, Retail Sales, Manufacturing, Management, Project Management, Financial Services
Education
San Francisco State University
Bachelor of Applied Science (B.A.Sc.), Business Administration
Santa Clara University - Leavey School of Business
CEP Level 1 Exam
MTI College
Certificate - Paralegal Studies (ABA Accredited Program)