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
Mraz Brewing Company October 2014 - Present
Woollaston Estates June 2014 - September 2014
Duckhorn Wine Company May 2012 - April 2014
Elk Grove Unified School District December 2011 - May 2012
Clear Channel Radio July 2011 - November 2011
Franklin Templeton Investments June 2010 - September 2010
BJ's Restaurant & Brewery August 2007 - August 2009
Department of Mental Health April 2006 - July 2007
Skills
Administration, Customer Service, Microsoft Office, Advertising Sales, PowerPoint, Word, Excel, Outlook, Typing, Time Management, Spreadsheets, Wine, Hospitality, Retail, Sales, Teamwork, Wine Tasting, Office Administration, Food, Marketing, Social Media
Education
University of California, Davis 2009 — 2011
BA, Economics, 3.83 GPA
Northeastern University 2005 — 2006
Business Administration
Guggenheim Partners November 2013 - Present
Franklin Templeton Investments January 2008 - April 2013
Skills
Marketing, Retirement Planning, Financial Services, Series 63, Series 7, Series 6, Separately Managed..., Mutual Funds, Asset Allocation, Portfolio Management, Sales, Investments, 401k, Retirement, Wealth Management
Education
Northwood University 1998 — 2002
Franklin Templeton Investments March 2005 - June 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching
Education
Nova Southeastern University
MBA, Finance and Financial Management Services
Franklin Templeton Investments May 2006 - Present
Franklin Templeton Investments April 2004 - May 2006
Franklin Templeton Investments May 1985 - November 1990
Skills
Investments, Risk Management, Mutual Funds, Financial Analysis, Portfolio Management, Equities, Sarbanes-Oxley Act, Vendor Management, Project Management, Financial Reporting, Process Improvement, Analysis, Securities, Microsoft Excel, Corporate Governance, Finance, Internal Controls, Management, Accounting, Program Management, Strategy, Risk Self Assessments, Emering Risks, Risk Analysis, RSA Archer eGRC, Business Analysis, Financial Services, Customer Service, Microsoft Office
Education
Notre Dame de Namur University
Accounting and Finance
Notre Dame de Namur University
Business/Corporate Communications
Basilica Wealth Management Inc. 2014 - Present
Charles Schwab September 2005 - December 2014
Dreyfus Brokerage Services, Inc. April 2003 - September 2005
Franklin Templeton Investments April 1989 - March 2003
Education
Notre Dame de Namur University 1993 — 1995
Bachelor of Science (B.S.), Business Administration, Accounting Emphasis
Rogue Marketing January 2006 - Present
Zap2it.com June 2011 - June 2012
Franklin Templeton Investments January 2003 - January 2006
WR Hambrecht + Co January 2000 - January 2002
Fleishman-Hillard January 1998 - January 2000
Ogilvy Public Relations Worldwide January 1997 - January 1998
Watson Wyatt Worldwide January 1995 - January 1997
Porter/Novelli January 1994 - January 1995
Skills
Media Relations, Corporate Communications, Public Relations, Press Releases, Social Media, Internal Communications, Advertising, Marketing, Social Media Marketing, Marketing Strategy, Brand Development, Digital Marketing, Corporate Social..., Film, Reputation Management, Management, Marketing Communications, Strategic Communications, Television, Crisis Communications
Education
Northwestern University 1989 — 1993
Bachelor's Degree, American History (United States)
Franklin Templeton Investments June 1987 - Present
Education
Notre Dame de Namur University 1995 — 1997
Business
Nativity
Nativity
Nativity
Freelance Financial Writer/Editor February 2012 - Present
Teacher's Retirement System of New York City October 2013 - June 2014
Franklin Templeton Investments March 2008 - February 2012
Deutsche Private Wealth Management June 2005 - September 2007
Imagination Publishing December 2004 - June 2005
Standard & Poor's February 2002 - July 2003
American Century Investments 1999 - 2000
Investor's Business Daily 1997 - 1999
Financial World magazine November 1996 - September 1997
Skills
Financial Writing, White Papers, Industry and Company..., Shareholder..., High-Net-Worth Marketing, Investment Commentary, Research, Commentary, Content Management, Finance, Integrated Marketing, Publishing, Corporate Communications, Proofreading, Investor Relations, Copywriting, Investments, Editing, Internal Communications, Speech Writing, Public Relations, Strategic Communications, Thought Leadership, Pitch Books, Content Development, Blogging, Web Content, Newsletters, Journalism, Social Media, Press Releases, Ghostwriting, Editorial, Feature Articles, Online Advertising, Digital Marketing, Marketing, Copy Editing, Marketing Communications, Content Strategy, Media Relations, Social Media Marketing, Mutual Funds, Magazines, Marketing Strategy, Public Speaking, Digital Media, Advertising, Social Networking, Storytelling
Education
Northwestern University
MSJ, Journalism
Washington University in St. Louis
Bachelor of Arts, History
Franklin Templeton Investments September 2013 - Present
Association of Corporate Counsel November 2010 - Present
Education
Notre Dame de Namur University 1998 — 2000
Bachelor of Arts (B.A.), Human Services, General
Wells Fargo, U. S. Bank 2013 - Present
Charles Schwab & Co., Putnam Investments 2003 - 2013
Franklin Templeton Investments 2001 - 2003
E*TRADE Financial 2000 - 2001
BISYS Brokerage Services 1998 - January 2000
Essex Corporation, Napa, CA 1994 - 1998
RBM Partners 1993 - 1994
Wells Fargo February 1992 - 1993
Skills
Financial Services, Mutual Funds, Product Management, Marketing Communications, Wealth Management, Retirement Planning, Product Marketing, Insurance, Marketing Strategy, Strategy, Investments, Product Development, Business Development, Lead Generation, Training, Corporate Branding, Competitive Analysis, Direct Marketing, Retirement, Consumer Behaviour, Derivatives, Managed Money
Education
Ohio University
BS Communication, Interpersonal Communication
GRADUATE CERTIFICATE IN TECHNICAL MARKET ANALYSIS
Ageno Graduate School of Finance, Golden Gate University, San Francisco
Franklin Templeton Investments April 2013 - Present
Patricia Grullon January 2012 - Present
Brand Tango November 2012 - March 2013
The Art Institute of Fort Lauderdale January 1998 - September 2012
IDY Creative Inc. 2004 - 2011
Skills
Teaching/mentoring, Brand Development, Multidisciplinary Design, Insight & Creativity, Brand Implementation, Emotional Design, Creativity, Training, Art Direction, Illustration, Adobe Creative Suite, Visual Communication, Photoshop, Illustrator, Industrial Design, Packaging, Creative Services, Design Strategy, Curriculum Design, Creative Problem Solving, Model Making, Rendering, Concept Generation, Creative Direction, Product Design, Concept Development, Sketching, Art, Concept Design, Graphics, Digital Illustration, Corporate Branding, Layout, Experience Design, Design Thinking, Rapid Prototyping, Corporate Identity, Interaction Design, User-centered Design, User Experience, 3D visualization, User Interface Design, Interior Design, Drawing, InDesign, Logo Design, Research Design, Multimedia, Web Design, Modeling
Education
Nova Southeastern University 2007 — 2010
MS, Psychotherapy, 4.0 GPA
San Francisco State University 1994 — 1996
MA, Industrial Arts, 3.8 GPA
UNAPEC 1987 — 1991
BA, Advertising Design
Franklin Templeton Investments June 2014 - August 2014
Travelers April 2012 - July 2013
Travelers July 2010 - March 2012
FDIC June 2008 - March 2010
Skills
Portfolio Management, Financial Analysis, Bloomberg, Financial Modeling, Credit Analysis, Bonds, Fixed Income Analysis, Fixed Income Portfolio..., Valuation, Fixed Income Strategies, High Yield Bonds, Municipal Bonds, High Grade, Microsoft Excel, Investments, Fixed Income, Data Analysis, Finance
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Northwestern University 2006 — 2010
Bachelor's Degree, Economics, Mathematical Methods in the Social Sciences (MMSS), History
Columbia Threadneedle Investments, US August 2015 - Present
Ameriprise Financial Services, Inc. April 2013 - Present
Ameriprise Financial December 2007 - March 2013
Franklin Templeton Investments 2007 - 2008
Franklin Templeton Investments September 2006 - November 2007
Skills
Investment Accounting, Fund Accounting, Mutual Funds, Bonds, People Management, Equities, Bloomberg, Asset Management, Capital Markets, Fixed Income, Back Office, Fund Of Funds, Derivatives, Financial Reporting, Corporate Actions, Reconciliation, Employee Hiring, performance management, Securities, Account Reconciliation, Accounting, Hedge Funds, Analysis, Financial Services, Auditing
Education
2008US TaxationDevry University 2007 — 2015
2006B, Taxation
Osmania University 2003 — 2006
B.com, Commerce
Wesley degree college 2003 — 2006
Degree; B.Com, Computers
JM Family Enterprises March 2013 - March 2014
VAS Aero Services 2006 - 2013
Seminole Tribe of Florida July 2004 - June 2006
Franklin Templeton Investments June 1998 - June 2004
Citibank 1994 - 1998
Skills
CPA, Financial Accounting, Payroll, Financial Reporting, Sales & Use Tax, Accounting, GAAP, Financial Statement..., Account Reconciliation, US GAAP, Forecasting, P&L Forecasting, Journal Entries, Auditing, Tax, Accounts Payable, SAP, Accounts Receivable, General Ledger
Education
Nova Southeastern University
Master's degree, Accounting
SUNY Geneseo
Bachelor's degree, Mathematics
Dansville High School
Salesforce May 2015 - Present
FCB February 2009 - May 2015
Pandora USA November 2008 - February 2009
Seismicom 2007 - 2008
Frankel/Arc Worldwide 2004 - 2007
Franklin Templeton Investments April 2004 - October 2004
Kessler Pacific 2000 - 2004
Bill Lanese Advertising 1999 - 2000
Skills
Integrated Marketing, Interactive Marketing, Interactive Advertising, Direct Mail, Creative Direction, Advertising, Direct Marketing, Concept Development, Mobile Marketing, InDesign, Art Direction, Digital Media, Creative Strategy, Layout, Online Advertising, Marketing Communications, Brochures, Packaging, Outdoor Advertising, New Media, Online Marketing, Digital Marketing, Corporate Identity, Financial Services, Branding & Identity, Email Marketing, Media Buying, Brand Development
Education
Northern Arizona University 1993 — 1997
Bachelor of Science, Advertising
Brookfield Bahamas Ltd. August 2010 - Present
LexisNexis April 2008 - August 2010
Cigna September 2006 - April 2008
Franklin Templeton Investments November 2003 - September 2006
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Valuation, Financial Reporting, Finance, Bloomberg, Portfolio Management, Equities, Derivatives, Investment Banking, Capital Markets, Fixed Income, Project Finance, Corporate Finance, Investments, Management, Customer Service, Forecasting, Financial Planning, Budgets
Education
Nova Southeastern University 2000 — 2003
Bachelor's degree, Finance, General
Infosys April 2015 - Present
Infosys April 2012 - Present
Franklin Templeton Investments September 2007 - April 2012
Sapient Corporation March 2006 - September 2007
Satyam Computers November 2003 - March 2006
Skills
Peoplesoft HR, PeopleSoft CRM, PeopleSoft, PeopleTools, Production Support, HRIS, Unix Shell Scripting, Human Resources, Requirements Analysis, PL/SQL, Oracle SQL, Oracle HR, Software Project..., SQL, XML Publisher, SDLC, Requirements Gathering
Education
Osmania University 2000 — 2003
MCA, Computers
Osmania University 1997 — 2000
BSC, Computers
Franklin Templeton Investments February 2014 - Present
Sickle Hunter Financial Advisors November 2013 - January 2014
Ohio Hockey - ACHA Division II May 2010 - May 2013
In Place Marketing June 2011 - December 2012
Education
Ohio University 2007 — 2013
Finance, CFP Certificate
Any Body's Pilates December 2008 - Present
TalkTools May 2011 - April 2013
Purely Pilates January 2008 - December 2008
Peninsula Family YMCA 2004 - December 2008
Sun Microsystems, Inc June 1997 - September 2008
Federal Home Loan Bank of San Francisco July 1994 - June 1997
Franklin Templeton Investments April 1992 - June 1994
Skills
Cross-functional Team..., Fitness Consulting, Wellness, Fitness, Pain Management, Small Business, Business Strategy, Pilates, Project Planning, Low Back Pain, Entrepreneurship, Strategy, Business Development, Social Media Marketing, Leadership, Online Marketing, Lead Generation, Management, Social Networking, New Business Development, Team Building, Marketing, Training, Program Management, Public Speaking, Strategic Partnerships
Education
Notre Dame de Namur University 1993 — 1995
MBA
Trinity University 1982 — 1986
BS
Bay Area Water Supply And Conservation Agency February 2014 - Present
Woodmont Real Estate Services February 2011 - February 2014
Franklin Templeton Investments November 2008 - February 2011
Franklin Templeton Investments September 2005 - November 2008
Skills
Administrative..., Microsoft Excel, Outlook, PowerPoint, Access, Microsoft Office, Mutual Funds, Customer Service, Microsoft Word, Document Management, PeopleSoft, Management, Time Management
Education
Notre Dame de Namur University
Bachelor of Science (BS), Business Administration and Management, General
Pursuing CPA and CMA (US). September 2014 - Present
GENPACT October 2012 - August 2014
HSBC January 2010 - May 2012
Cognizant February 2009 - December 2009
Franklin Templeton Investments April 2007 - January 2009
Sri Lakshminarasimha Poultry Farms (P) Ltd February 2006 - April 2007
Ascot Electronics January 2005 - February 2006
Skills
MIS Reporting, Financial Reporting, Fund Administration &..., Team Management, Service Delivery, Mutual Funds, Private Equity Funds, Hyperion Enterprise, Hyperion Essbase, TM1, Fund Suite Sx, OneTIS, French (Beginner -..., MIS, Accounting, Analysis, Account Reconciliation, Financial Analysis, Process Improvement
Education
ICFAI 2012 — 2013
Diploma in Business Management, Business Management
Osmania University 2001 — 2004
B.Com, Commerce, 63
Andhra Pradesh Residential Junior College 1999 — 2001
Intermediate, Maths, Economics & Commerce, 79
Nalanda High School 1991 — 1999
S.S.C, 79
CLG 2010 - Present
CTT 2006 - Present
Dianne M. Kipp & Associates, LLC January 2005 - Present
Dianne M. Kipp & Associates January 2005 - Present
Dianne M. Kipp & Associates, LLC. 2004 - Present
Follow Your Heart Journeys, LLC 2004 - Present
Franklin Templeton Investments March 2008 - July 2011
Leadership Development Institute, University of Florida 2007 - 2011
American Heart Association 2005 - 2006
International Association of Spirit at Work 2005 - 2006
Skills
Executive Coaching, Lifestyle Coaching, Coaching, Organizational..., Staff Development, Consulting, Team, Leadership Development, Personal Development, Organizational..., Executive Development, Culture Change, 360 Feedback, Management Consulting, Workshop Facilitation, Leadership, Change Management, Team Building, Employee Engagement, Organizational Design, Business Development, Business Coaching, Performance Improvement, Management Development, Career Development, Strategy, Nonprofits, Training, Talent Management, Emotional Intelligence, Entrepreneurship, Motivational Speaking, Conflict Resolution, Employee Training
Education
Leadership Oakland Class of XXII 2011 — 2012
Values Centre Certification 2006 — 2007
Certification, Corporate Culture Transformation
Academy for Coaching Excellence 2004 — 2006
coach certification, individual and organizational coaching
Northeastern University 1984 — 1986
Information Systems Management
Rhode Island College 1976 — 1979
BSN, Nursing Sciences; Women's Studies
CHRISTUS Health July 2012 - Present
Dean Foods 2009 - 2012
Dean Foods 2005 - 2009
Dean Foods 2002 - 2005
Dean Foods 2000 - 2002
Central and South West Corporation 1995 - 2000
CSW Energy, Inc. (subsidiary of Central and South West) 1994 - 1995
Franklin Templeton Investments 1992 - 1994
KPMG 1990 - 1991
Skills
Variance Analysis, JD Edwards, Accounting, Hyperion Enterprise, Financial Reporting, Fixed Assets, General Ledger, Auditing, GAAP, Account Reconciliation, Accounts Payable, QuickBooks, Sarbanes-Oxley Act, Cash Management
Education
Pacific Union College 1986 — 1989
Bachelor of Business Administration, Accounting
Glenn Clarke Realty 2013 - Present
Realty Executives-Select Properties 2009 - 2013
Coldwell Banker D'Ann Harper, REALTORS 2007 - 2009
Franklin Templeton Investments 1996 - 2006
Skills
Single Family Homes, Real Estate, Relocation, First Time Home Buyers, Buyer Representation, Investment Properties, Sellers, Foreclosures, New Home Sales, Listings, Rentals, Real Estate Transactions, Residential Homes, Property Management, Investors, Referrals, Condos, Townhomes, ABR, Selling, Luxury
Education
University of South Florida - College of Business Administration 1993 — 1996
Accounting
Palo Alto College
Boehringer Ingelheim January 2012 - Present
CCS Medical October 2007 - December 2011
Franklin Templeton Investments October 2006 - October 2007
Verizon Information Services March 2001 - October 2006
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Employee Relations, Onboarding, Sourcing, Technical Recruiting, Talent Management, College Recruiting, Internet Recruiting, Benefits Negotiation, Deferred Compensation, Human Resources, Cold Calling, HRIS, Sales, Coaching, Interviews, Training, Hiring, Taleo, Temporary Placement, New Hire Orientations, Employer Branding, Management, Leadership, Marketing, Executive Search, Succession Planning, Workforce Planning, Employee Benefits, Benefits Administration, Employee Training, Performance Management, HR Policies, Personnel Management, Screening, Employee Engagement, Call Centers, Contract Recruitment, Compensation & Benefit, Temporary Staffing, PeopleSoft, Organizational..., Job Fairs, HR Consulting, Payroll, Building Relationships, Resume Writing, FMLA
Education
Nova Southeastern University
MBA-Master, Business Administration
Nova Southeastern University
BS-Bachelor's, Business Administration
Gap Inc. February 2015 - Present
Joel Ergood Consulting October 2014 - Present
Central Garden and Pet June 2014 - September 2014
Central Garden and Pet February 2011 - June 2014
Central Garden and Pet June 2010 - February 2011
Dell; Client, Triton Container Int'l 2006 - July 2009
NYSE 2000 - 2006
Franklin Templeton Investments 1998 - 2000
Schneider Electric 1994 - 1998
Citigroup / Citibank 1990 - 1994
Skills
Program Management, Strategic Planning, Process Improvement, Strategy, ITIL, Project Management, Financial Analysis, IT Financial Management, Portfolio Management, Six Sigma, Disaster Recovery, Management, Team Building, SDLC, Service Delivery, Project Planning, Customer Service, Data Center, Analysis, Enterprise Software, Operational Excellence, Risk Management, Budgets, Cross-functional Team..., SAP, Business Process..., CRM, Vendor Management, IT Strategy, Business Analysis, Financial Planning, Leadership, Business Continuity..., Project Portfolio...
Education
Ohio University
MA, International Relations/Political Economy
Ohio University
Bachelor of Arts (B.A.), Political Science and Government
QlikTech November 2012 - Present
Autodesk August 2010 - November 2012
Franklin Templeton Investments October 2005 - August 2010
Siebel Systems October 2004 - October 2005
Visa April 2003 - October 2004
Intuit 2004 - 2004
Skills
Adobe Creative Suite, Microsoft Office, HTML, JavaScript, Graphic Design, Wire Framing, Acrylic Painting, Digital Photography, Digital Illustration, Digital Media, Wikis, SharePoint, FTP software, CMS, Interwoven OpenDeploy, Quality Assurance, Agile Methodologies, Agile Project Management, Scrum Master, Product Management, Scrum, Strategic Planning, Program Management, E-commerce, Web Analytics, Business Analysis, Omniture, Business Process, User Experience, Usability Testing, Management
Education
Notre Dame de Namur University 2005 — 2009
Technology Management
Franklin Templeton Investments June 1993 - Present
Skills
COBOL, DB2, IBM iSeries, Software Development, Unix, Requirements Gathering, Unix Shell Scripting, Aldon, Application Development, Application Design, AS400 system, CL Programming, Disaster Recovery, Embedded SQL, FTP, Internal Audit, IT Audit, OS/400, Microsoft Office, Production Support, Requirements Analysis, RPG III, SDA, SDLC, Software Documentation, Software Installation, SQL, Sub-Files, Test Planning, Upgrades, Visio, Database Design, Quality Center, Databases, Data Modeling, Software Design, Business Analysis
Education
Old Dominion University 1978 — 1978
Certification, Scuba Diving: Beginning and Intermediate
Wright State University 1967 — 1974
BS, Mathematics and Computer Science
Easy American Accent August 2012 - Present
davealber.com November 2010 - Present
Henan Polytechnic University (HPU) August 2011 - July 2013
Franklin Templeton Investments April 2000 - April 2010
Aquent Partners August 1999 - April 2000
e-STAFF Consulting Group, Inc. January 1999 - August 1999
United Service Organizations November 1995 - July 1996
Visual Odyssey 1993 - 1996
Skills
Teaching English as a..., English grammar, Lecturing, Public Speaking, Research, PowerPoint, Graphic Design, Project Management, Audio Books, Web Development, Dreamweaver, Writing, Editing, Video, Content Development, Mythology, Public Relations, QuarkXPress, Copywriting, Social Media Marketing, Blogging, Advertising, Program Management, Graphics, InDesign, Photography, Illustration, Marketing Communications, Creative Writing, Web Design, Training, trainer, Coaching, Seminars, Workshops, Accent Reduction, Accent Neutralization, Pronunciation, Proofreading, Trainers, Brochures, Multimedia, Marketing, Market Research, Online Marketing
Education
Maximo Nivel Costa Rica 2011 — 2011
Pacifica Graduate Institute 1999 — 2002
MA, Mythological Studies with an Emphasis in Depth Psychology
The State University Of West Georgia 1995 — 1999
BFA, Art, Concentrating in Printmaking
Pinellas Vocational Technical Institute 1989 — 1991
Certificate in Graphic Design Technology, Graphic Design Technology
St. Petersburg College 1989 — 1991
AA, Art
Cognizant Technology Solutions May 2008 - Present
Franklin Templeton Investments October 2006 - April 2008
Thomas Cook India Limited April 2004 - October 2006
Skills
Private Equity, Business Process, Business Analysis, Requirements Analysis, SDLC, Team Management, Banking, Business Intelligence, CRM, Software Project...
Education
Osmania University
Master of Business Administration (M.B.A.), Finance
Valero Energy Corporation July 2011 - Present
Valero Energy Corporation May 2011 - August 2011
Center for the Management of Information Systems February 2010 - May 2011
Franklin Templeton Investments October 2008 - December 2008
Skills
SAP BI/BW, VBA, SSIS, SSAS, SSRS, Java, C#, SQL Server, ASP.NET, SAS, SQL Server 2000-2008, Business Intelligence, SQL, Statistica, Data Warehousing, Data Mining, Excel, Business Objects, Visio, SAP, Requirements Analysis, SAP PM Module, Data Analysis, Microsoft SQL Server, Microsoft Excel, CSS, HTML, Business Process Design, Databases, Business Process
Education
Texas A&M University - Mays Business School 2009 — 2011
Master of Science, MIS
Shanghai University of Finance and Economics 2005 — 2009
BBA, Management Information Systems
Örebro University 2008 — 2008
Exchange, Business Administration
Xi'an Jiaotong University Affiliated High School 1999 — 2005
Franklin Templeton Investments July 2015 - Present
Franklin Templeton Investments May 2014 - July 2015
Giesting Financial January 2013 - May 2014
Beer Sellar January 2011 - January 2013
Skills
Leadership, Mutual Funds, Finance, Sales, Investments, Portfolio Management, Financial Analysis, Financial Modeling, Customer Service, Strategic Planning, Life Insurance, Time Management, Needs Analysis, Suitability Analysis, Analysis, Insurance, Budgets, Marketing, Management, Social Media
Education
Northern Kentucky University 2007 — 2012
Bachelor's degree, Philosophy and Mathematics
T.H.E Company Inc. April 2014 - Present
Pohmedia Advertising Agency May 2009 - January 2014
Franklin Templeton Investments December 2006 - February 2009
RTN Networks October 2004 - October 2006
Skills
Microsoft Office, Customer Service, Social Media, Event Planning, Office Management, Employee Benefits, Account Reconciliation, Accounts Receivable, Accounts Payable, Business Travel, Expense Reports
Education
Nova Southeastern University
Psychology
GitHub July 2015 - Present
Sencha, Inc. December 2011 - July 2015
Franklin Templeton Investments June 2011 - December 2011
Franklin Templeton Investments January 2007 - December 2011
Franklin Templeton Investments August 2004 - December 2006
Franklin Templeton Investments February 2004 - August 2004
Alterego Networks February 2004 - August 2004
Skills
Web Design, SEO, SDLC, Agile Methodologies, Business Analysis, Requirements Gathering, Product Management, Project Management, Program Management, Business Intelligence, Business Requirements, Financial Services, Web Analytics, Software Project..., Cross-functional Team..., SaaS, E-commerce, Web Applications, User Acceptance Testing, Integration, Strategy, Business Process..., Start-ups, Mobile Devices, Change Management, Project Delivery, Management, Leadership, Agile Project Management, Testing, Resource Management, Vendor Management, Requirements Analysis, XML, Enterprise Software, Scrum
Education
University of California, Berkeley 2006 — 2008
Certification in Project Management
Notre Dame de Namur University 1998 — 2000
BBA, Economics, Finance
St. Xavier's College 1995 — 1998
Bachelor of Science, Economics
CUInsight.com November 2008 - Present
CBInsight.com January 2013 - Present
FISolv, LLC 2008 - 2010
Franklin Templeton Investments 2006 - 2008
Comerica Wealth and Institutional Management 2004 - 2006
Morgan Stanley 1996 - 2004
Skills
Marketing, Media Relations, Credit Unions, Entrepreneurship, Business Development, Strategic Planning, Leadership, Public Relations, Banking, Financial Services, Email Marketing, Direct Marketing, Marketing Communications, Marketing Strategy, Social Media, Social Media Marketing, Public Speaking, Copywriting, Newsletters, Advertising, Strategic Partnerships, Strategy, Google Analytics, Training, Competitive Analysis, Executive Management, Online Marketing, Blogging, Social Networking, Online Advertising, Press Releases, Corporate Branding, Market Planning, Corporate Communications, Internal Communications, Marketing Management, SEO, Integrated Marketing, Brand Development, B2B Marketing, Strategic Communications, Publishing, Market Research, Web Analytics, Digital Marketing, Lead Generation, Financial Institutions
Education
Northwood University
BBA, Banking & Finance/Management
Clawson High School
CSC September 2011 - Present
California ISO 2010 - October 2011
Quadratic Systems Inc. 2007 - 2010
Franklin Templeton Investments 2005 - 2007
ADP April 2005 - September 2005
Skills
Cognos, Oracle, SQL, PL/SQL, Microsoft SQL Server, Business Intelligence, Business Analysis, Requirements Analysis, Unix, Integration, Process Improvement, Vendor Management, Business Objects, Hyperion Planning, Essbase, Hyperion Enterprise
Education
Northwest Missouri State University 2007 — 2009
MBA, Finance, MIS
Osmania University 2003 — 2005
M.Com, Finance, Accounting
Wells Fargo November 2005 - March 2013
Fireman's Fund Insurance Company April 2005 - October 2005
Matson Navigation July 2004 - November 2004
Franklin Templeton Investments March 2001 - April 2004
Skills
Business Analysis, Data Analysis, RUP & Agile..., Business Intelligence..., MS Office 2010, Excel's Power Pivot &..., MS Visio 2010, MS SharePoint 2010, Sparx Enterprise..., RDBMS: Basic..., UML 2: Behavioral Models, SDLC Expert
Education
Notre Dame de Namur University 2002 — 2003
Graduate Finance Certificate, Accounting and Finance
University of Advancing Technology 1994 — 1998
Bachelor's degree, Multimedia
Pacific Gas and Electric Company August 2013 - Present
Pacific Gas and Electric Company (through Insight Global Inc.) March 2012 - August 2013
Visa June 2011 - September 2011
Pacific Gas and Electric Company January 2010 - May 2011
ProMatch! April 2009 - October 2009
California Academy of Sciences November 2008 - April 2009
Franklin Templeton Investments July 2008 - January 2009
Genentech June 2002 - February 2008
3Com / Hewlett-Packard July 2000 - February 2002
Skills
Program Management, Project Management, Supply Chain Management, Product Marketing, Microsoft Office, HP Project and..., SAP R/3 Modules (End..., Open WorkBench: Project..., Software Development..., Budget Management, PMP
Education
Notre Dame de Namur University 2004 — 2006
Master of Science, Project Management
San Francisco State University
Bachelor of Science (B.S.), Computer and Information Sciences, General
Franklin Templeton Investments April 2015 - Present
ALPFA, Inc. — Empowering Latino Leaders August 2014 - Present
Education
Notre Dame de Namur University 2011 — 2013
Master of Business Administration (MBA)
San Francisco State University 2006 — 2010
Bachelor of Business Administration (B.B.A.)
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C. January 2010 - Present
UCLA September 2008 - December 2009
Franklin Templeton Investments June 2009 - August 2009
UCLA Anderson School of Management 2009 - 2009
Pelagique, LLC June 2008 - September 2008
UCLA Electrical Engineering & UCLA Geffen School of Medicine September 2007 - September 2008
UCLA Center for Excellence in Engineering and Diversity (CEED) 2008 - 2008
Tennis Competitions (International Tennis Federation/ National level) 2000 - 2007
ETH Zurich June 2006 - August 2006
IIT Bombay December 2005 - January 2006
Skills
Patents, Intellectual Property, Patent Prosecution, Patentability, Research, Digital Signal..., C++, Matlab
Education
Rutgers University 2015 — 2019
Juris Doctor (J.D.), Law
University of California at Los Angeles 2007 — 2009
Master of Science (M.S.), Biomedical/Medical Engineering
UCLA Anderson School of Management 2008 — 2009
Coursework in Business Management
Punjab Engineering College 2003 — 2007
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
D.A.V. College, Panjab University 2001 — 2003
AISSCE (12th grade), Physics, Chemistry, and Mathematics
St. John's High School 1990 — 2001
Franklin Templeton Investments August 2015 - Present
Education
Pace University - Lubin School of Business 1994 — 1998
Bachelor of Business Administration (B.B.A.), Management Information Systems and Services
NextEra Energy Resources April 2015 - Present
Office Depot July 2014 - April 2015
Office Depot December 2011 - July 2014
Office Depot June 2010 - December 2011
Franklin Templeton Investments March 2007 - April 2010
Franklin Templeton Investments February 2006 - February 2008
Franklin Templeton Investments February 2005 - February 2006
Skills
Finance, Equities, Financial Statements, Financial Modeling, Financial Analysis, Strategic Financial..., Financial Reporting, Hyperion Enterprise, Forecasting, Cash Flow, Mutual Funds, Corporate Finance, Essbase, Accounting, Budgets, Competitive Analysis, Strategy, Variance Analysis, Financial Planning, Hyperion, Analysis
Education
Nova Southeastern University 2004 — 2006
MBA, Finance
University of Central Florida - College of Business Administration 1998 — 2000
Bachelors, Management of Information Systems
Uber June 2015 - Present
Franklin Templeton Investments June 2014 - June 2015
Compensia August 2012 - June 2014
Blue Shield of California June 2012 - August 2012
IBM July 2011 - December 2011
Gexpro July 2010 - December 2010
Pioneer Investments January 2009 - June 2009
Skills
Data Analysis, Lotus Notes, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Process Improvement, Training, Recruiting, Analysis, Human Resources, Marketing, Management, Accounting, French, Strategy, Consulting, Financial Analysis, Analytics
Education
Northeastern University 2007 — 2012
Bachelor of Science (B.S.), Finance
AUP (American University of Paris) 2010 — 2010
French, Business Administration
CEFAM (Centre D'etudes Franco Americain de Management) 2009 — 2010
Business Administration
Franklin Templeton Investments January 2012 - Present
Juniper Networks February 2010 - October 2011
Genentech February 2009 - January 2010
Right Management 2007 - 2008
Evantec Corporation 2006 - 2007
Addison Avenue Federal Credit Union 2004 - 2007
Crawford & Associates, Intl. February 2005 - September 2006
Skills
Organizational..., Organizational Change, Leadership Development, Executive Coaching, Team Management, Communications & ..., Employee Engagement, Change Management, 360 Feedback, Management Development, Change Leadership, Organizational..., Training, Communication, Performance Management, Strategy, Human Resources, Leadership, Succession Planning, Program Management, Learning Management, Management, Integration, Enterprise Software, Start-ups, Strategic Planning, Process Improvement, Coaching, Talent Management, MBTI, Organizational Design, Workshop Facilitation, Culture Change, Consulting, Team Leadership, Business Strategy, Team Building, Management Consulting, Cross-functional Team..., Project Management
Education
Notre Dame de Namur University 2002 — 2004
MSM, Management
University of California, Davis 1978 — 1980
BA, Rhetoric/Communications
Gensler January 2013 - Present
Obopay July 2009 - December 2012
Obopay June 2007 - June 2009
Franklin Templeton Investments June 2006 - May 2007
United States Marine Corps June 1999 - November 2003
Skills
Treasury Management, Risk Management, Cash Management, Payments, Mobile Payments, Electronic Payments, Banking Relationships, Cash Flow Forecasting, Investment Management, Microsoft Excel, Financial Modeling, FX trading, FX Hedging, Management, Bank Reconciliation, Bank Management, Vendor Contracts, Banking, Compliance, KYC, Financial Services, Finance, Financial Analysis, NACHA, Accounting, Business Operations, Operational Risk..., Data Reconciliation, Emerging Payments, Program Management, Account Reconciliation, Financial Reporting, Cost Benefit, Budgets, Visio, Credit, Relationship Management, Alternative Payments, Fraud Detection, PCI Standards, PCI DSS, Daily Operations..., Variance Analysis, Military Experience, Marine Corps, Veterans, Treasury, Strategy, Auditing
Education
Notre Dame de Namur University 2005 — 2007
BS, Business; Finance
Cisco August 2015 - Present
Symantec June 2010 - May 2015
Atmel 2009 - 2010
Franklin Templeton Investments 2007 - 2009
Wells Fargo 2007 - 2007
Provident Credit Union 2006 - 2007
Electronic Arts February 2005 - October 2006
Cypress Semiconductor January 2004 - February 2005
Skills
Email Marketing, Online Marketing, Marketing Communications, Marketing Strategy, Corporate Communications, Internal Communications, Social Media Marketing, Cross-functional Team..., Program Management, Market Research, Social Media, Executive Communications, Corporate Culture, Internal Branding, Email Management, Social Media Development, Survey Development, Writing, Copy Editing, Community Management, Organizational Culture, Strategy, Marketing, Leadership, Strategic Communications, Content Management, Digital Marketing, Training, Event Management, Newsletters, Consulting, Project Management, Salesforce.com, Strategic Partnerships, Strategic Planning, Sales, Content Strategy, Human Resources, Event Planning, Communication, Social Networking
Education
Notre Dame de Namur University
MBA
Santa Clara University
Bachelor of Science (BS), Business Management
NICE Systems January 2014 - Present
Samsung Electronics America June 2009 - January 2014
Samsung Electronics America June 2009 - June 2012
Franklin Templeton Investments 2006 - 2009
Marsh USA 2004 - 2006
Citigroup 2000 - 2004
Skills
Talent Management, Recruiting, Performance Management, Human Resources, Strategy, Leadership, Management, Talent Acquisition, Program Management, Employee Benefits, Personnel Management, Training, Vendor Management, Deferred Compensation, Coaching, Mergers & Acquisitions, Executive Management, Workforce Planning, Strategic Planning, Succession Planning, New Business Development, Employee Relations, Onboarding, Employee Engagement, HRIS, HR Policies, Benefits Administration, Organizational..., Applicant Tracking..., Organizational Design, Hiring, Negotiation, Technical Recruiting, Sourcing, Interviews, Taleo, Executive Search, HR Consulting, PeopleSoft, New Hire Orientations, Employer Branding, Internet Recruiting, Team Building, Employment Law, Policy, Temporary Placement, Consulting, Strategic Partnerships, College Recruiting, Change Management
Education
Albertus Magnus Catholic High School
High School Regents Diploma
Pace University School of Law
Juris Doctor, Employment Law and Criminal Prosecution
State University of New York at Oswego
Bachelors, Dual Major; Philosophy and Creative Writing
Franklin Templeton Investments March 2014 - Present
Paramount Equity September 2013 - March 2014
Avamere Health Services 2013 - 2013
American Red Cross May 2012 - September 2012
Skills
Goal Oriented, Public Speaking, Microsoft Office, PowerPoint, Leadership skills, Critical Thinking, Customer Service, Leadership, Public Health, Public Relations, Healthcare, Healthcare Management, Salesforce.com, Conducting Interviews, Auditing, Recruiting, Needs Analysis, Direct Sales, Networking, Social Media
Education
Oregon State University 2008 — 2012
Bachelor of Science (B.S.), Public Health; Health Promotion and Health Behavior
Eagle Point High School 2004 — 2008
Notary Public March 2007 - Present
Franklin Templeton Investments February 1985 - Present
Franklin Templeton February 1985 - Present
Burger King Corporation September 1979 - September 1982
Skills
Series 6, Mutual Funds, Investments, Marketing, Management, Accounting, CRM, Training, Project Management, Employee Benefits, Customer Service, Microsoft Excel, Outlook, Strategic Planning, Notary Public, Risk Management, Banking, Insurance, Sales, Recruiting, Analysis, Finance, Leadership, Financial Services, Team Building, Process Improvement, Time Management, Sales Operations
Education
Notre Dame de Namur University 1995 — 1999
BA, Psychology
Notre Dame de Namur University
Psychology
Franklin Templeton Investments 2011 - Present
Barclays Capital 2010 - 2011
Credit Suisse 2008 - 2010
JPMorgan Chase 2007 - 2008
Kamehameha Schools 2006 - 2007
Office Depot 2005 - 2006
Credit Suisse 2004 - 2005
Thrivent Financial 2003 - 2004
Banc of America Securities 1999 - 2003
Furman Selz 1995 - 1999
Skills
Wealth Management, Prime Brokerage, Alternative Investments, Program Management, Equities, Process Improvement, Change Management, Leadership, Business, Portfolio Management, Risk Management, Financial Services, Software Project..., Bonds, SDLC, Capital Markets, Securities, Trading, Analytics, Derivatives, Vendor Management, Project Portfolio..., Project Management, PMO, Strategy, Business Process, Investments, Fixed Income, Back Office, Financial Risk, Equity Derivatives, Management, Investment Management, Series 7, Finance, Trading Systems, Business Development, Business Analysis, Asset Management, Requirements Gathering, Mutual Funds, Business Intelligence, Requirements Analysis, Data Warehousing, Consulting, Hedge Funds
Education
Pace University
NYC, Bachelor of Science, Computer Science and Business
Beghou Consulting July 2013 - Present
Beghou Consulting July 2011 - July 2013
Beghou Consulting August 2010 - July 2011
The Rise Group June 2009 - August 2010
Franklin Templeton Investments June 2004 - September 2008
Skills
Data Analysis, SAS, VBA, Statistics, Analysis, Predictive Modeling, Management Consulting, Maptitude, MapPoint, Tableau, Management, Data Mining, Operations Research
Education
Northwestern University 2006 — 2010
BS, Industrial Engineering and Management Sciences
Franklin Templeton Investments July 2013 - Present
Franklin Templeton Investments September 2012 - Present
Franklin Templeton Investments May 2007 - August 2012
Skills
Program Management, Project Management, Analytics, Learning Management..., Microsoft Excel, PeopleSoft, Compliance Education, Survey Design, Survey Research, Reporting & Analysis, Project Planning, Perception, Mirosoft Access, Microsoft Project, Global Compliance, MS Project, Human Resources, Personnel Management, Social Media, Team Building, Employee Engagement, DocuTools, Financial Regulation, Regulatory Compliance, Anti Money Laundering, Code of Ethics, Anti-corruption, Internal Communications
Education
Notre Dame de Namur University 2004 — 2006
Bachelor of Arts (B.A.), Marketing Communication
Franklin Templeton Investments February 2013 - Present
Poplar Spring Water Company March 2005 - September 2011
Skills
SAS, SQL, Stata, Marketing Research, Research Design, Market Structure..., Statistical Sampling, Crosstab, Cluster Analysis, Causal Research, Statistical Testing, Project Management, Financial Engineering, Monte Carlo Simulation, @Risk Simulation, Leadership, Forecasting Analysis, Dual Tone..., Flow Analysis, Digital Signal..., Regression Analysis, Linear Programming, Nonlinear Optimization, Network Modeling, Multi-objective..., Queuing Theory, Lean Operations, Kaizen-Based Operations, Uncertainty Management, Product Process Matrix, Flow Time and Capacity..., Centralized and..., Cash Flow Estimation, Advanced Excel, Sensitivity Analysis, MS Project, Project Planning, SPSS
Education
Northwestern University 2011 — 2012
MS, Engineering Management
Franklin Templeton Investments November 2009 - Present
Franklin Templeton Investments February 2005 - November 2009
Franklin Templeton Investments August 1998 - February 2005
Franklin Templeton Investments July 1995 - August 1998
Franklin Templeton Investments January 1994 - July 1995
Spectra Innovations 1989 - 1992
Skills
Business Analysis, Portfolio Management, Requirements Analysis, Business Intelligence, Equities, Software Project..., Financial Services, SDLC, Business Strategy, Vendor Management, Financial Modeling, Financial Analysis, Banking, Analytics
Education
Notre Dame de Namur University 1986 — 1989
MBA, Business
Loyola 1976 — 1980
BComm, Accounting
Montfort 1968 — 1975
Sacred Heart 1965 — 1967
Community Capital Management, Inc August 2011 - Present
Harbourside Consulting Group, LLC October 2009 - Present
Franklin Templeton Investments November 2007 - April 2009
Putnam Investments September 2000 - September 2007
PricewaterhouseCoopers September 1996 - September 2000
Education
Northeastern University 1993 — 1996
Bsc., Accounting and Finance
The Walt Disney Company April 2014 - Present
The Walt Disney Company November 2012 - Present
Franklin Templeton Investments September 2010 - November 2012
Citigroup March 2008 - January 2010
Bank of America July 2006 - March 2008
American Express April 2000 - October 2005
Target October 1998 - April 2000
Skills
Documentation, Banking, Securities, Requirements Analysis, Customer Service, Training, Software Documentation, Time Management, Sales, Process Improvement, Risk Management, Analysis, Access, PowerPoint, Project Management
Education
Nova Southeastern University 2000 — 2005
Bachelor of Science, Business Administration
Good Harbor Financial October 2014 - Present
NAVCAP NAV Capital Partners, LLC June 2012 - Present
BlackRock September 2008 - February 2012
Goldman Sachs June 2005 - September 2008
Franklin Templeton Investments April 2001 - May 2005
Chase Vista Funds 1998 - 2001
Skills
Series 63, Series 7, Mutual Funds, Separate Accounts, Alternative Investments, Managed Accounts, Investment Strategies, ETFs, Hedge Funds, Managed Futures, Wealth Management, Asset Allocation, Sales Effectiveness, Public Speaking, Product Marketing, Private Equity, Business Relationship..., Partner Relationship..., Investments
Education
Northern Arizona University
New Lane Capital Partners LLC March 2015 - Present
Delphos International March 2015 - Present
Franklin Templeton Investments September 2010 - February 2015
Soros Fund Management / Bedminster Capital Management LLC October 2000 - March 2009
Delphos International June 1998 - October 2000
Appian Group April 1997 - June 1998
Overseas Private Investment Corporation September 1994 - April 1997
Council on Foreign Relations September 1994 - August 1995
KPMG January 1992 - August 1994
Salomon Brothers Inc June 1990 - September 1990
Skills
Private Equity, Mergers, Emerging Markets, Investments, Asset Managment, Equities, Structured Finance, Managerial Finance, Mutual Funds, Finance, Venture Capital, Corporate Finance, Valuation, Financial Modeling, Portfolio Management, Financial Analysis, Funding, Mergers & Acquisitions, Asset Management
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Finance, Marketing
Stanford University 1982 — 1986
AB, History, Economics
Mashery an Intel company April 2011 - Present
Keas May 2009 - April 2011
Veodia May 2008 - March 2009
Etelos February 2008 - April 2008
Franklin Templeton Investments March 2007 - January 2008
Intel Corporation February 2000 - March 2007
Skills
•Certified Scrum..., Automation Tools ..., Software Quality..., Project Planning, Testing, Test Automation, Agile Methodologies, Test Planning, SDLC, Integration, Test Cases, Software Development, Quality Assurance, Quality Center, Management, Regression Testing, QTP, System Testing, Test Management, JIRA, Manual Testing, MySQL, Web Applications, Performance Testing, Databases, User Acceptance Testing, Selenium, Quran Recitation, Tajweed
Education
University of South Alabama 1997 — 1999
Master of Science in Electrical Engineering, Electrical and Electronics Engineering
Osmania University 1992 — 1996
Bachelor of Engineering in Electronics and Communications Engineering, Electronics and Communications Engineering
Indian Embassy School Jeddah
Franklin Templeton Investments ManagerFranklin Templeton InvestmentsJanuary 2010 - Present
Skills
Budgets, Financial Services, Portfolio Management, Equities, Mutual Funds, Financial Analysis, Banking, Customer Service, Accounting, Financial Modeling, Alternative Investments, Business Analysis, Asset Management, Analysis, Troubleshooting, Bloomberg, Project Management, Microsoft Office, Finance
Education
Notre Dame de Namur University
Master of Business Administration (M.B.A.), Finance and Small Business, Summa Cum Laude
Franklin Templeton Investments August 2014 - Present
Cohen & Company June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Teamwork, Customer Service, Time Management, Leadership, Social Media, Public Speaking, Outlook, QuickBooks, Critical Thinking
Education
Ohio University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Google January 2015 - Present
Google March 2013 - January 2015
Sony Network Entertainment Int'l (SNEI) October 2012 - March 2013
Sony Computer Entertainment America September 2005 - October 2012
Franklin Templeton Investments July 2003 - September 2005
Singapore Airlines August 2000 - July 2003
American Airlines 1997 - 2000
American Airlines 1993 - 1997
Skills
Data Analysis, Financial Analysis, Forecasting, Business Strategy, Analytics, Business Intelligence, Business Analysis, Strategic Planning, E-commerce, Competitive Analysis, Project Management, Cross-functional Team..., Leadership, Market Research, Marketing, Analysis, Vendor Management, Strategy, Management
Education
Northwestern University 2012 — 2013
Master of Science (MSc)
Pepperdine University 2005 — 2007
Master of Business Administration (M.B.A.)
San Francisco State University 1993 — 1997
Bachelor of Science (B.S.)
Franklin Templeton Investments August 2006 - Present
JP Morgan May 2005 - September 2005
Parnassus Investments May 2005 - May 2005
Tenet Healthcare March 2002 - July 2004
Deloitte Consulting August 1998 - February 2000
Skills
Investments, Valuation, Alternative Investments, Capital Markets, Equities
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance, Accounting
Northwestern University 1994 — 1998
BA, Economics
Carmel High School (Carmel, IN) 1990 — 1994
GoPro June 2011 - Present
Polycom, Inc. December 2005 - June 2011
Siebel Systems December 1999 - November 2005
Bank of America December 1996 - September 1999
H&R Block January 1996 - April 1996
Franklin Templeton Investments May 1991 - July 1995
Nancy J Quirk and Accociates 1991 - 1992
Chemoil Corporation - Real Estate Division August 1988 - September 1990
Skills
Contract Review, Revenue Recognition, Credit & Collections, Sarbanes-Oxley Act, Internal Controls, SOP 97-2, SOP 98-9, EITF 08-1, VSOE, SAB 104, Business Objects, Salesforce.com, PeopleSoft, NetSuite, US GAAP, Accounts Receivable, Contract Management, Internal Audit, Accounting, General Ledger, Auditing, Finance, Account Reconciliation, Management, Financial Analysis
Education
Notre Dame de Namur University 1987 — 1991
BS, Bussiness Admin/Accounting/Psychology
Junipero Serra High School 1983 — 1987
Franklin Templeton Investments October 2013 - Present
Franklin Templeton Investments November 2008 - October 2013
Franklin Templeton 1996 - August 2009
Education
Notre Dame de Namur University 2000 — 2001
Master of Science (M.S.), eBusiness Management
University of California, Davis 1992 — 1996
Franklin Templeton Investments December 2004 - Present
Investment Company Institute September 2006 - September 2011
Morgan Stanley August 1995 - December 2004
KPMG July 1988 - August 1995
Skills
Financial Reporting, Accounting, Tax, Corporate Tax, Mutual Funds, Financial Analysis, Asset Management, SEC filings, Financial Modeling, Investments, Financial Services, Strategic Financial..., Investment Management, Securities, Due Diligence, Financial Planning
Education
Northern Illinois University 1986 — 1988
Bachelor of Science, Accountancy
Rock Valley College 1984 — 1986
Associates, Accountancy
Stanford Graduate School of Business Executive Education
Emerging CFO - Strategic Financial Leadership Program
Spherion April 2004 - Present
Franklin Templeton Investments September 1996 - October 2003
Legacy Personnel Group September 1995 - September 1996
Education
Nova Southeastern University 1996 — 1997
Kuk Sool Won of Redwood City July 2009 - Present
Franklin Templeton Investments April 1984 - April 2009
Skills
Vendor Management, Security, Team Leadership, Account Management, Strategic Planning, Business Development, Project Management, SaaS, Martial Arts, Teaching, Start-ups, Product Management, New Business Development, Program Management, Management, Marketing, Sales, CRM, E-commerce, Business Intelligence, Entrepreneurship
Education
Notre Dame de Namur University 1978 — 1984
Bachelor of Science (B.S.)
Notre Dame de Namur University
Master of Business Administration (MBA)
Franklin Templeton Investments May 2011 - February 2013
PPM America July 2008 - April 2011
Lotsoff Capital Management May 2002 - April 2008
Wells Fargo 2000 - 2000
Security Capital Real Estate Group 1998 - 1999
Fiserv 1997 - 1998
Skills
Portfolio Management, Fixed Income, Equities, Bloomberg, Hedge Funds, Risk Management, Derivatives, Quantitative Finance, Options, Financial Risk, Asset Management, Trading, Barra Aegis, Capital Markets, Investment Management, Asset Allocation, Bonds, Hedging, Alternative Investments, Structured Products, Market Risk, foreign exchange, Risk, Risk Models, Barclays Point, Factset, Financial Markets, Investments, Financial Modeling, BlackRock Aladdin, Matlab, Foreign Currency, Portfolio Optimization
Education
The University of Chicago 2000 — 2001
M. Sc., Financial Mathematics
Northwestern University 1995 — 1997
B.A., Applied Mathematics & Physics
Scottrade March 2013 - Present
7Hills Infotech LLC February 2013 - Present
Express Scripts May 2007 - January 2013
Franklin Templeton Investments 2004 - 2007
Skills
SOA, Spring, Web Services, Hibernate, Java, XML, SQL, Application Architecture, WebSphere MQ, SDLC, Software Development, Spring Framework, Websphere, Object Oriented Design, Solution Architecture, Java Enterprise Edition, FileNet, Datacap, Records Management, Enterprise Content...
Education
Osmania University 1995 — 1999
Franklin Templeton Investments February 2007 - April 2008
Franklin Templeton Investments July 1998 - April 2008
EurekaBank (US Bank) June 1992 - May 1998
Wilsons Leather November 1990 - June 1992
Skills
Project Management, Visio, Process Improvement, MS Project
Education
Notre Dame de Namur University 1993 — 1998
BS, Econ/Fin; English
Franklin Templeton Investments January 2006 - February 2009
Franklin Templeton Investments January 2002 - December 2005
Education
University of California, Berkeley 2001 — 2008
Certification, HR Project Management (2008); Project Management (2007); Website Management (2003)
University of California, Davis 1994 — 1998
B.A., International Relations, Chinese
Peking University 1996 — 1997
B.A., Chinese History
Franklin Templeton Investments March 2012 - Present
NTM Consulting Services February 2011 - March 2012
Big River Studio Services February 2009 - March 2012
NetApp 2005 - 2009
NetApp 1998 - 2007
Apple Computer, Inc. 1994 - 1998
Skills
NetApp, Unix, Solaris, Linux, Oracle, SQL, AIX, NFS, Shell Scripting, Database Administration, Operating Systems, Databases, Performance Tuning, Windows, Unix Shell Scripting, RedHat, TSM, Storage Area Networks, Data Warehousing, Virtualization, Database Design, SAN, PL/SQL, Enterprise Software, Disaster Recovery, Integration, Architectures, Troubleshooting, High Availability
Education
Pacific Union College
Bachelor of Science
Franklin Templeton Investments May 2013 - Present
Franklin Templeton Investments October 2007 - April 2013
Franklin Templeton October 2005 - October 2007
Skills
Leadership, Mutual Funds, Investments, Series 7, Equities, Fixed Income, Asset Management, Portfolio Management, Securities, Financial Services, Asset Allocation, Retirement Planning, Financial Markets, Capital Markets
Education
Northwood University 1985 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
Franklin Templeton Investments January 2007 - Present
Fiduciary Trust Company January 2006 - January 2007
Fiduciary Trust Company April 2001 - January 2006
Elsevier Sciences September 2000 - April 2001
Ark Asset Management May 1999 - September 2000
Education
Pace University - Lubin School of Business 1996 — 2000
BS, Management Information Systems
Merrill Lynch May 2012 - Present
CAIA Association 2011 - Present
Abu Dhabi Investment Council 2009 - 2011
Franklin Templeton Investments 2007 - 2009
Northern Trust Global Advisors January 2007 - December 2007
IBM Retirement Funds Europe 2005 - 2007
IBM 2002 - 2007
ADP 1997 - 2001
Skills
Investments, Asset Managment, Portfolio Management, Enterprise Risk..., Basel II, Fixed Income, Equities, Strategy, Asset Management, Hedge Funds, Due Diligence, Capital Markets, Private Equity, Financial Modeling, Derivatives, Valuation, Emerging Markets, Asset Allocation, Financial Services, Financial Risk, Investment Management, Investment Banking, Investment Strategies, Financial Markets, Alternative Investments, Series 7, Series 66,..., Bloomberg, Equity Research, Mutual Funds
Education
Columbia University
Pace University
Franklin Templeton Investments April 2012 - Present
Prudential Financial December 1994 - April 2012
Prudential Securities August 1992 - December 1994
Education
Pace University - Lubin School of Business
Finance
BNY Mellon - Global Outsourcing April 2013 - Present
Brown Brothers Harriman March 2008 - Present
Brown Brothers Harriman August 2006 - March 2008
Franklin Templeton Investments July 2004 - August 2006
Franklin Templeton Investments May 2000 - July 2004
Brown Brothers Harriman June 1994 - May 2000
State Street Bank 1991 - 1992
Skills
Client Services, Corporate Actions, Equities, Financial Modeling, Financial Services, Fixed Income, Global Custody, Mutual Funds, Securities, Strategy
Education
Suffolk University - Sawyer Business School 1996 — 1999
MBA, Business
Northeastern University 1990 — 1994
Sharon High School 1986 — 1989
Tangent Solutions February 2008 - February 2011
Franklin Templeton Investments February 2008 - June 2009
Infosys Technologies Ltd August 2005 - February 2008
Fidelity Investments April 2004 - August 2005
Covansys February 2000 - April 2004
Skills
Solution Architecture, Business Intelligence, SOA, Requirements Analysis, Java Enterprise Edition, CPLEX, OPL, ILOG ODME, Supply Chain..., Mathematical Programming, IBM ILOG JVIEWS, Enterprise Asset..., Hybris, Application Architecture, PL/SQL, Software Development, Integration, Architecture, Salesforce.com, force.com, Cloud Solutions, Mobile Apps, Pre-sales, Enterprise Architecture, Cloud Computing, Weblogic, Architectures, Software Project...
Education
Osmania University 1996 — 1999
MCA, Computer Applications
EVR Degree College 1994 — 1996
BSc, MPC
Bartlett Roofing Services May 2010 - Present
Franklin Templeton Investments July 2005 - May 2010
Skills
Mutual Funds, Financial Reporting, Strategic Financial..., Accounting, Account Reconciliation, Cash Management, Finance, Financial Statements, Tax
Education
Nova Southeastern University 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
University of Florida 2001 — 2004
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Whitebox Advisors LLC February 2014 - Present
Columbia Management February 2011 - February 2014
Citigroup June 2010 - February 2011
Franklin Templeton Investments May 2007 - June 2010
RBC Dain Rauscher Inc January 2005 - May 2007
Skills
Mutual Funds, Equities, Fixed Income, Securities, Trading, Portfolio Management, Investment Management, Investments, Alternative Investments, Retirement Planning, Customer Service, Project Management, Process Engineering, Separately Managed..., Wealth Management, Asset Managment, Asset Allocation, Bloomberg, Investment Strategies, Investment Advisory
Education
Nova Southeastern University 2008 — 2010
MBA, Business Administration
St. Cloud State University
Franklin Templeton Investments Systems ManagerBank of America1995 - 2000
Chevron July 1984 - March 1987
Education
Oregon State University 1981 — 1984
BS, Accounting, Computer Science
Franklin Templeton Investments January 2014 - Present
Franklin Templeton Investments December 2010 - December 2013
Franklin Templeton Investments April 2006 - December 2010
Deloitte November 2004 - March 2006
Titan America November 2002 - November 2004
Skills
Investments, Risk Management, Financial Analysis, Derivatives, Financial Risk, Financial Reporting, Enterprise Risk..., Microsoft Excel, Microsoft Office, Alternative Investments, Securities, Auditing, Risk Assessment, Back Office, Outlook, Change Management, Operational Risk..., Asset Management
Education
University of Florida 1999 — 2001
Bachelors of Science with Honors, Finance, Economics
Nova Southeastern University
Master of Business Administration (MBA), Business Administration, Management and Operations
Franklin Templeton Investments September 2010 - Present
Franklin Templeton Investments June 2007 - September 2010
Franklin Templeton Investments June 2006 - June 2007
Franklin Templeton Investments January 2006 - June 2006
Skills
Portfolio Management, Asset Management, Finance, Risk Management, VBA, Valuation, Financial Services, Financial Modeling, Analysis, Marketing, Business Analysis, Alternative Investments, Asset Allocation, Mutual Funds, Asset Managment, Financial Markets, Securities, Corporate Finance, Economics, Microsoft Excel, Banking, Due Diligence, Financial Reporting, Equities, Google Docs
Education
Notre Dame de Namur University 2006 — 2008
MBA, Finance
University of California, Santa Cruz 2000 — 2005
BA, American Studies
Franklin Templeton Investments 1998 - Present
Franklin Templeton 1991 - Present
Templeton Global Advisers, Nassau, Bahamas 1993 - 1998
Drexel Burnham Lambert 1986 - 1989
Skills
Investments, Investment Banking, Mergers & Acquisitions, Series 63, Asset Allocation, Portfolio Management, Equities, Financial Modeling, Securities, Mutual Funds, Asset Management, Institutional..., Alternative Investments, Finance, Hedge Funds, Series 7, Corporate Finance, Equity Trading, Bonds, Management, Venture Capital
Education
UCLA Anderson School of Management 1989 — 1991
MBA, UCLA, Economics & International Finance
Northwestern University 1982 — 1986
BA, Economics/Political Science Dbl. Mjr.
Franklin Templeton Investments April 2014 - June 2015
ManTech December 2013 - March 2014
Accenture October 2013 - November 2013
Polycom April 2013 - July 2013
California Water Service Company August 2012 - February 2013
The Carlyle Group October 2011 - May 2012
HUD May 2011 - September 2011
Accenture June 2010 - May 2011
Integrys February 2010 - June 2010
Verizon February 2009 - December 2009
Skills
SQR, PeopleCode, PeopleTools, Oracle, Integration, Google App Engine, DB2, nVision, Microsoft SQL Server, Insurance, JCL, CI, Retail, STAT, PeopleSoft
Education
Osmania University 1994 — 1996
MBA, Finance
Osmania University 1994 — 1996
Master of Business Administration (MBA), Accounting and Finance
ConMed Linvatec March 2007 - Present
Ashley Aluminum Div. Guardian Industries January 2006 - February 2007
U.S. Wholesale Pipe and Tube January 2005 - January 2006
Franklin Templeton Investments October 2004 - December 2005
Uniweld Products, Inc. 1983 - 2004
Skills
Purchasing, Administration, Environmental Issues, Export Documentation, Negotiation, Strategic Sourcing, Medical Devices, Project Management, Low Cost Country..., FDA, Packaging, Oracle Applications, Oracle E-Business Suite, ISO 13485, Microsoft Office, Government Contracting, Supply Chain, HVAC, Welding Procedures, Internet, Kaizen, Lotus Notes, Contract Negotiation, Office Management, Organization, QuickBooks, Sourcing, Visio, VMware, Writing, Windows, Quality System, Six Sigma, Materials Management, Lean Manufacturing, ISO, CAPA, Global Sourcing
Education
Nova Southeastern University 1986 — 1987
MBA, Organizational Management, Purchasing
University of Miami 1973 — 1977
B.A., History, Cum Laude
Woodmere Academy 1962 — 1966
Diploma, General
ACCOLADES 2010 - Present
Hanover Capital Mortgage Holdings, Inc. (HCM) November 2005 - June 2009
Tatum, a Randstad Company 2001 - 2007
Prudential Financial 1998 - 2001
Lincoln Investment Management 1994 - 1997
Franklin Templeton Investments 1991 - 1994
American Capital Management & Research 1988 - 1991
A I M Management Inc 1983 - 1988
KPMG US 1970 - 1983
Skills
Financial Analysis, Hedge Funds, Mutual Funds, Asset Management, Finance, Internal Controls, Securities, Leadership, Strategic Planning, Financial Modeling, Equities, CPA, Fixed Income, Valuation, Private Equity, Auditing
Education
Oklahoma State University
BS, Accounting, with honors
Franklin Templeton Investments July 2012 - Present
Lam Research August 2009 - July 2012
Heller Ehrman LLP July 2007 - August 2008
Lockheed Martin May 2005 - January 2007
Skills
Mergers, Compliance, Contract Management, Legal Research, Corporate Governance, Corporate Law
Education
Ohio University
Master of Arts (MA), International/Global Studies
University of Maryland College Park
Master of Arts (M.A.), Comparative Literature
Cognizant Technology Solutions May 2007 - Present
Franklin Templeton Investments December 2012 - June 2015
Ameriprise Financial 2007 - 2008
Wipro Technologies July 2002 - May 2007
DaimlerChrysler 2003 - 2007
Planetasia 2000 - 2002
Skills
Portals, Java Enterprise Edition, DB2, Websphere, Spring, Software Development, WebSphere Application..., Enterprise Content..., Integration, Unix, Struts, Vignette, MySQL, Application Architecture, Databases, Content Management, J2EE Application..., SDLC, SOA, Software Project..., Enterprise Architecture, Agile Methodologies, Requirements Analysis, Enterprise Software, Weblogic, Solution Architecture, Web Services, JSP, Tomcat, PL/SQL, Agile Project Management, XML, Hibernate, Oracle, Project Management, SQL, Architecture, Vendor Management, JavaScript, Microsoft SQL Server, Program Management
Education
Osmania University 1996 — 1999
Masters in Computer Application, Computer
Osmania University 1993 — 1996
Bachelor in Sicence, Electronics
Consolidated Communications February 2007 - Present
Franklin Templeton Investments September 2006 - February 2007
Bluegreen Vacations January 2005 - January 2006
Skills
Financial Accounting, Accounting, Business Analysis, Microsoft Excel, Auditing, Financial Analysis, Analysis, Account Reconciliation, Finance, Microsoft Office, Sarbanes-Oxley Act
Education
The Institute of Chartered Accountants of India 1990 — 1994
Chartered Accountant (CPA - India), Accounting and Finance
Osmania University 1985 — 1988
Bachelor of Commerce (BCom Hons), Accounting and Finance, A
Franklin Templeton Investments July 1988 - Present
Director, Chapter Legislative Affairs Chair January 2013 - Present
IREM National - Committee Member, Membership & Credentialing January 2013 - Present
Institute of Real Estate Management January 2012 - December 2012
IREM SF Bay Area Chapter #21 January 2011 - December 2011
Skills
Facilities Management, Corporate Real Estate, Property Management, Retail, Residential, Real Estate, Lease Administration, Construction Management, Negotiation, Contract Negotiation, Contract Management, Budgeting, Strategic Planning, Financial Analysis, Customer Relations, Due Diligence, Vendor Management, Residential Homes, Customer Service, Real Estate Development, Leases, Management, Property, Budgets, Portfolio Management, Asset Management, Disposition, Commercial Real Estate, Real Estate Economics, Location Intelligence, Lease Negotiations, Construction, Brokerage, Finance, Real Estate Transactions, Investment Properties, Project Management, Leadership
Education
Notre Dame de Namur University 2002 — 2003
Graduate Business & Management Certificate - Finance
Weber State University 1981 — 1983
BS, Business Administration/Management
Snow College 1978 — 1980
General Education
Franklin Templeton Investments September 2011 - Present
Franklin Templeton Investments October 2004 - September 2011
Franklin templeton 2004 - August 2011
Infosys Technologies 1997 - 2004
Infosys Technologies Ltd 1997 - 2004
Infosys Technologies Ltd 1997 - 2004
3Com 2001 - 2002
Skills
Greenplum, Informatica, Mutual Funds, Data Integrity, NDM, Transfer Agency, Databases, Business Intelligence, Teradata, Data Warehousing, Data Integration, Data Modeling, ETL
Education
Orissa University of Agriculture and Technology 1990 — 1994
B Tech., Electrical Engg
Ohio University Lancaster June 2011 - Present
Independent Consultant April 2001 - June 2011
TIAA-CREF April 2006 - May 2008
High Point Consulting and Staffing, LLC. February 2005 - May 2008
TruSource, Inc. (Costa Mesa, CA) July 2005 - April 2006
Franklin Templeton Investments February 2005 - March 2005
Fifth Third Bank June 2004 - December 2004
BISYS Fund Services/ Frontier Trust Company December 2003 - June 2004
Ceridian Retirement Plan Services (St. Petersburg, FL) May 2002 - May 2003
Fifth Third Bank January 2002 - April 2002
Education
Ohio University-Lancaster 2010 — 2012
Accounting Technology, Accounting
Ohio University-Lancaster 1988 — 1990
Business Finance
Vinson Guard Service, Inc. April 2015 - Present
Tripp Scott, P.A. March 2007 - July 2013
Franklin Templeton Investments June 2005 - February 2007
J.P. Morgan Asset Management April 2005 - June 2005
Skills
Accounting, General Ledger, Financial Accounting, Financial Analysis, Invoicing, Microsoft Office, Accounts Payable, Outlook, Litigation Support, Auditing, Spreadsheets, Microsoft Excel, Accounts Receivable, Financial Reporting, Tax
Education
Northwood University 2004 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Sheridan College 2000 — 2003
Associate's degree, Accounting and Business/Management
Harris myCFO, LLC/ CTC Consulting April 2008 - Present
Franklin Templeton Investments February 1998 - December 2006
Bay View/ EurekaBank May 1991 - February 1998
Skills
Mutual Funds, Retirement Planning, Series 7, Data Analysis, Retirement, Asset Management, Financial Services, Project Management, Alternative Investments, Strategic Planning, Process Improvement, Leadership, Management, Investments, Equities
Education
Notre Dame de Namur University 2002 — 2004
Graduate Finance Certificate, Business and Management Finance
University of California, Riverside 1973 — 1978
Bachelor of Science, Sociology
Franklin Templeton Investments September 2000 - Present
Kemper Financial February 1984 - September 2000
Skills
Separately Managed..., Mutual Funds, 529 Plans, Donor Advised Funds, Qualified Retirement..., Alternative Investments, ETFs, Investment Advisory, Series 7, Wealth Management, Investment Strategies, Series 24, Series 65, Asset Allocation, Uniform Combined State..., Series 63
Education
Northern Illinois University 1979 — 1981
Bachelor of Applied Science (B.A.Sc.), Marketing
Volvo Financial Services June 2011 - Present
Franklin Templeton Investments May 2010 - June 2011
Franklin Templeton Investments June 2006 - April 2010
International Federation of Red Cross and Red Crescent Societies September 2004 - September 2005
Skills
Financial Analysis, Financial Planning, Financial Modeling, Compliance, Managerial Finance, Financial Reporting, Internal Controls, Financial Accounting, Corporate Finance, Accounting, Risk Management, Asset Managment, Fund Accounting, Budgets, Credit, Bloomberg, Investments, Sarbanes-Oxley Act, Forecasting, Financial Audits, Strategic Financial..., Finance, Cash Management, Portfolio Management, Financial Services, Financial Risk, Cash Flow, Asset Management
Education
Oxford Brookes University 2009 — 2010
MBA, Business Administration
Certified General Accountants of Ontario
CGA accreditation
Association of Chartered Certified Accountants 1998 — 2001
A.C.C.A., ACCOUNTING
Franklin/Templeton Inc July 1984 - Present
Franklin Templeton Investments July 1984 - Present
SFSTA 2007 - Present
Skills
Series 7, Equities, Hedge Funds, Series 63, Securities, Capital Markets, Alternative Investments, Investments, Fixed Income, Equity Trading, Trading
Education
Notre Dame de Namur University 1980 — 1984
Bachelor of Arts (B.A.), Business Admin & Behavioral Sciences
Kamehameha High School 1976 — 1980
ITREB USA September 2007 - Present
Aga Khan Council for USA June 2011 - August 2012
AMC Plastics Manufacturing and Property Management September 2004 - September 2006
Franklin Templeton Investments February 2004 - January 2005
Skills
Teaching, Research, Excel, PowerPoint, Word, Administration, Microsoft Office, Coaching, Customer Relations, Budgeting, Mentoring, Accounting, Non-profits, Staff Development, Strategic Planning, Analysis, Process Improvement, Problem Solving, E-learning, Instructional Design, Team Building, Planning, Business Strategy, Event Management, Event Planning, Product Development, Project Planning, Nonprofits, Curriculum Development, System Administration, Public Speaking, E-Learning, Curriculum Design, Microsoft Word, Microsoft Excel, Budgets, Project Management, Risk Management, Higher Education, Teacher Training, Program Management, Classroom, Tutoring, Data Analysis, Program Development, Training, Community Outreach, Leadership, Customer Service, Qualitative Research
Education
The Institute of Education, U. of London 2007 — 2009
Masters in Education, Teaching and Education
The Institute of Education, U. of London 2007 — 2009
Masters in Teaching
Northeastern University 1998 — 2001
Bachelor of Science, Business Administration in Finance and Minor in Sociology
Linear Technology Corporation October 2005 - Present
American Payroll Association 1989 - 2012
Franklin Templeton Investments 1984 - 2001
Skills
ADP Payroll, Payroll Taxes, Payroll Processing, Payroll, Benefits, Accounting, Accounts Payable, Benefits Administration, Deferred Compensation, Employee Benefits, HRIS, Human Resources, Kronos, FMLA, Applicant Tracking..., Onboarding, Management, Process Improvement
Education
Notre Dame de Namur University 2005 — 2007
Master of Public Administration (M.P.A.), Masters in Public Administration, with emphasis in HR, 4.00
University of the Philippines 1980 — 1984
Master of Business Administration (MBA), Accounting and Finance
University of the Philippines 1969 — 1974
Bachelor of Science in Business Administration and Accountancy, Accounting
Varian Medical Systems November 2011 - Present
Varian Medical Systems (Contractor through Volt Workforce) August 2010 - November 2011
Haemonetics (formerly Wyndgate Technologies) 2007 - April 2010
Precision Thermal, Inc. 2004 - 2006
Franklin Templeton Investments 1999 - 2003
Thomson Medstat 1995 - 1999
Skills
Software Development, Software Documentation, Database Design, Windows, Databases, Medical Devices, Project Management, Software Configuration...
Education
Palomar College
Southern Adventist University
Dynamic Funds February 2013 - Present
blackblack 2007 - Present
Franklin Templeton Investments February 2010 - January 2013
TripAtlas.com August 2007 - February 2010
Skills
Adobe Creative Suite, Front-end Development, AS3, CSS, Web Design, Web Development, Mobile Design, HTML, ActionScript, Wireframes, JavaScript, Flash, Illustrator, Creative Direction, Dreamweaver, CMS, Front-end
Education
OCAD University 2002 — 2006
BA, Graphic Design
OCAD University
Bachelor of Arts (B.A.), Graphic Design
Franklin Templeton Investments January 1992 - Present
Makenzie Investments January 1984 - December 1990
Skills
Mutual Funds, Investment Advisory, Series 7, Investments, Retirement Planning, Wealth Management, Securities, Asset Allocation, Alternative Investments, Series 65, Investment Strategies, FINRA, 401k
Education
Old Dominion University 1973 — 1978
Bachelor of Business Administration (B.B.A.), Finance, General
Miami-Dade County Public Schools April 2006 - Present
Miami Dade County Public Schools November 2003 - February 2006
Franklin Templeton Investments October 1997 - February 2002
Skills
ERP, Visio, Business Analysis, SAP R/3, Data Analysis, SAP Implementation, Program Management, Microsoft Office, Databases, Process Optimization..., Business Requirements..., System Integration..., Software Quality..., Business Operations, Project Management, Strategic Communications, RFP Generation, Strategic Planning, Business Intelligence, SAP ERP
Education
Nova Southeastern University 2001 — 2002
MS, Management Information Systems
State University of New York at Buffallo 1991 — 1993
Bachelor of Science (BS), International Marketing
Franklin Templeton Investments August 2010 - Present
Franklin Templeton Investments January 2007 - February 2009
Franklin Templeton Investments April 2002 - January 2007
Skills
Financial Analysis, Equities, Fixed Income, Portfolio Management, Finance, Risk Management, Financial Services, Mutual Funds, Business Analysis, Financial Modeling
Education
Notre Dame de Namur University 1997 — 2000
Business
Linear Technology October 2005 - Present
APA Chapter 1987 - 2014
Electronic Arts April 2003 - October 2005
Gymboree September 2001 - April 2003
Gilead Sciences April 2001 - August 2001
Franklin Templeton Investments December 1984 - January 2001
Skills
Employee Benefits, Microsoft Excel, Finance, ADP Payroll, Kronos, Human Resources, Benefits Administration, Employee Relations, Leadership, Management, Process Improvement, PowerPoint, Accounts Payable, Accounting, Payroll
Education
Notre Dame de Namur University 1994 — 1997
MPA, HR Management, 4.0
University of the Philippines 1980 — 1984
MBA, Finance
University of the Philippines 1969 — 1974
BSBAA, Accounting
Franklin Templeton Investments May 1986 - Present
Skills
Mad
Education
Notre Dame de Namur University 1981 — 1986
BS, History
Franklin Templeton Investments April 2010 - April 2013
General Motors Asset Management April 2009 - December 2009
Pershing, a BNY Mellon company June 2005 - February 2009
Fidelity Investments May 1998 - February 2005
Interactive Data June 1993 - October 1997
Skills
Project Management, Business Analysis, Process Improvement, SDLC, Requirements Analysis, Vendor Management, Strategic Sourcing, Product Management -..., Market Data
Education
Northeastern University
Master of Business Administration (MBA), Business Administration and Management, General
University of New Hampshire
Bachelor's degree
Franklin Templeton Investments April 2000 - Present
Merrill Lynch December 1984 - October 1998
Education
Nova Southeastern University 1998 — 2000
BA, Business Management
DHCU Community Credit Union October 2010 - August 2011
Wells Fargo April 2009 - September 2010
SunTrust Bank July 2006 - February 2009
AEGON October 2000 - June 2006
Franklin Templeton Investments December 1997 - November 1999
Education
St. Petersburg College 2000 — 2001
none, Education
Nazarene Bible College 1994 — 1996
none, Biblical Studies
Sauk Valley College 1985 — 1986
none, Business Administration
Olivet Nazarene University 1984 — 1985
None, Business Administration
Virtus Investment Partners January 2012 - Present
Deutsche Asset Management September 2006 - December 2011
Franklin Templeton Investments March 2002 - September 2006
Skills
Investments, Alternative Investments
Education
Northeastern University 1989 — 1994
BA, Broadcast Journalism
Project Management Institute November 2009 - Present
Stivers Staffing Services February 2009 - November 2009
Franklin Templeton Investments September 2000 - August 2001
Franklin Templeton Investments January 1998 - July 2000
Franklin Templeton Investments 1993 - 1998
Skills
Customer Service, Program Management, Training, Access, Project Management, Visio, Microsoft Excel, Project Planning, Microsoft Office, Team Leadership, Team Building, Social Media, Vendor Management, Leadership, Public Speaking, Time Management, Process Improvement, Call Centers, Event Planning, Software Documentation, Nonprofits, PowerPoint, Management
Education
Notre Dame de Namur University 1978 — 1982
Bachelor of Fine Arts (B.F.A.), Art/Art Studies, General
ARTIO GLOBAL December 2010 - November 2012
Franklin Templeton Investments May 2006 - December 2010
Education
Pace University - Lubin School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Cognizant Technology Solutions (CREDIT SUISSE AG) December 2009 - Present
HSBC InvestDirect (India) Limited February 2009 - November 2009
Franklin Templeton Investments June 2007 - February 2009
Skills
Portfolio Analysis, Investment Management..., Accounting, Proficient in Business..., Leadership Skills, Finance, Financial Modeling, Risk Management, Valuation, Financial Analysis, Data Analysis, Analysis, Leadership, Portfolio Management, Management Consulting, Business Analysis, Equities, Forecasting
Education
Osmania University 2004 — 2006
MBA, Finance, First
Osmania University 2001 — 2004
Bachelor of Commerce, Finance, Accounting, Management, First
Passport Capital September 2007 - March 2014
RS Investments November 2003 - September 2007
Charles Schwab & Co. July 1999 - November 2003
Franklin Templeton Investments 1996 - 1999
Skills
Investment Operations, Settlement Operations, Eze Castle, Omgeo Oasys, Advent Geneva, Front Arena, Bloomberg, Omgeo Alert, Investments
Education
Notre Dame de Namur University 2004 — 2006
Bachelor of Science (BS)
San Francisco State University 1988 — 1991
Franklin Templeton Investments March 2007 - Present
Skills
Mutual Funds
Education
Northeastern University 2011 — 2012
Master's degree, Organizational Communication, General
Northeastern University 1991 — 1995
Bachelor's degree, Organizational Communication, General
The Gordon Company February 2011 - Present
US Spine 2010 - 2011
Peachtree Settlement Funding November 2005 - June 2008
Franklin Templeton Investments 2002 - 2005
Skills
Finance, Financial Analysis, Accounting
Education
Nova Southeastern University 2007 — 2008
Master of Business Administration (MBA), Finance
University of Central Florida 1998 — 2001
Bachelor's degree, Finance
E*TRADE Financial Corporation September 2014 - Present
Express Scripts March 2013 - August 2014
Bristol-Myers Squibb October 2011 - February 2013
Franklin Templeton Investments August 2009 - September 2011
Grameenphone Ltd May 2008 - June 2009
Skills
Essbase, Hyperion Planning, Hyperion, OLAP, Analysis, Databases, Dashboard, EPM, Data Migration, Finance
Education
North South University 2005 — 2008
Bachelor’s Degree, Finance, General