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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3,973 Franklin Templeton Investments employees in database. Find out everything there's to know about Franklin Templeton Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Franklin Templeton Investments Employees
Employee
Years
Job
Industry
Joseph Ringoen Joseph Ringoen's Franklin Templeton Investments Experience Research AssociateCouncil on Hemispheric AffairsMay 2013 - August 2013
Job Futures Associate at Franklin Templeton Investments
Industry International Affairs
Experience
Franklin Templeton Investments Research AssociateCouncil on Hemispheric AffairsMay 2013 - August 2013
Giros Productions August 2012 - December 2012
The DREAM Project June 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, English, Time Management, Marketing, Latin America, Data Analysis, Economics, Spanish
Education
Wesleyan University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Latin American Studies
Pontifícia Universidade Católica do Rio de Janeiro 2012 — 2012
Study Abroad, Rio de Janeiro, Brazil
Franklin Templeton Investments Research AssociateCouncil on Hemispheric AffairsMay 2013 - August 2013
Giros Productions August 2012 - December 2012
The DREAM Project June 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, English, Time Management, Marketing, Latin America, Data Analysis, Economics, Spanish
Education
Wesleyan University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Latin American Studies
Pontifícia Universidade Católica do Rio de Janeiro 2012 — 2012
Study Abroad, Rio de Janeiro, Brazil
Lisa Silcox Lisa Silcox's Franklin Templeton Investments Experience January 2000 - September 2010
Job Leader in Strategic HR Marketing and Communication
Industry Human Resources
Experience
Eckler Ltd. January 2014 - Present
CIBC Mellon April 2011 - December 2012
Rogers Communications Inc. September 2010 - April 2011
Franklin Templeton Investments January 2000 - September 2010
Northern Lights Communication Group 1995 - 1997
Vista Communications Inc. (a division of the Mariposa Group) 1994 - 1995
Skills
Internal Communications, Strategy, Strategic Communications, Employee Engagement, Communications Planning, Corporate Communications, Human Resources..., Total Rewards Strategies, Total Rewards..., Leader Communication, Reward and Recognition..., Managing Change, Intranet Strategy, SharePoint, HR Systems Deployment..., Brand Development, Plain Language, Performance Management, Employee Benefits, Employee Wellness, Learning and Development, Employee Retirement..., Change Management, Human Resources, Leadership, Communication Training, Marketing, Branding & Identity
Education
Ryerson University 1987 — 1990
Bachelor of Applied Arts, Radio and Television Arts
Professional Development
Eckler Ltd. January 2014 - Present
CIBC Mellon April 2011 - December 2012
Rogers Communications Inc. September 2010 - April 2011
Franklin Templeton Investments January 2000 - September 2010
Northern Lights Communication Group 1995 - 1997
Vista Communications Inc. (a division of the Mariposa Group) 1994 - 1995
Skills
Internal Communications, Strategy, Strategic Communications, Employee Engagement, Communications Planning, Corporate Communications, Human Resources..., Total Rewards Strategies, Total Rewards..., Leader Communication, Reward and Recognition..., Managing Change, Intranet Strategy, SharePoint, HR Systems Deployment..., Brand Development, Plain Language, Performance Management, Employee Benefits, Employee Wellness, Learning and Development, Employee Retirement..., Change Management, Human Resources, Leadership, Communication Training, Marketing, Branding & Identity
Education
Ryerson University 1987 — 1990
Bachelor of Applied Arts, Radio and Television Arts
Professional Development
Benjamin Schlueter, CIMA® Benjamin Schlueter, CIMA®'s Franklin Templeton Investments Experience November 2007 - Present
Job Senior Advisor Consultant Regional Sales Manager and Wholesaler at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments November 2007 - Present
Franklin Templeton Investments November 2005 - November 2007
Skills
Series 7, Wholesaling, Series 65, Mutual Funds, Asset Allocation, Investments, Separately Managed..., Retirement Planning, Certified Investment..., FINRA, Retirement, Financial Advisory, Fixed Income, Financial Services, Management, Wholesale, Equities, Finance, Wealth Management
Education
Purdue University 1995 — 1999
Bachelor of Science (BS)
Franklin Templeton Investments November 2007 - Present
Franklin Templeton Investments November 2005 - November 2007
Skills
Series 7, Wholesaling, Series 65, Mutual Funds, Asset Allocation, Investments, Separately Managed..., Retirement Planning, Certified Investment..., FINRA, Retirement, Financial Advisory, Fixed Income, Financial Services, Management, Wholesale, Equities, Finance, Wealth Management
Education
Purdue University 1995 — 1999
Bachelor of Science (BS)
Dean LaTourrette Dean LaTourrette's Franklin Templeton Investments Experience 1990 - 1992
Job Marketing Consultant
Industry Marketing and Advertising
Experience
Self-Employed February 2013 - Present
Duetto October 2013 - October 2014
BlooSee February 2013 - March 2014
Save The Waves Coalition July 2007 - February 2013
Self-Employed 2001 - 2007
Self-Employed 2001 - 2007
eTranslate 1999 - 2001
SGI 1997 - 1998
Wells Fargo 1993 - 1995
Franklin Templeton Investments 1990 - 1992
Skills
Marketing Strategy, Marketing Communications, Product Marketing, Strategy Development, Publishing, Consumer Products, Brand Development, Copywriting, Strategy, Advertising, Leadership, Integrated Marketing, Content Strategy, Digital Marketing, Public Relations, Strategic Partnerships, Brand Management, E-commerce, Trade Shows, Budgets, Creative Direction, Online Marketing, Mergers & Acquisitions, Editing, Business Development, Nonprofits, Start-ups, SEO, Fundraising, Marketing Research, Program Management, Writing, Competitive Analysis, Project Management, Management, Web Marketing, Corporate Communications, SEM, Content Development, Training, Marketing Management, Strategic Planning, Social Media, Entrepreneurship, Team Building, Market Planning, Marketing, Creative Strategy, Email Marketing, Lead Generation
Education
University of Washington Foster School of Business
MBA, Marketing & Intn'l Business
University of Colorado
B.S., Business
Pontificia Universidad Católica de Chile
MBA/Exhange
Self-Employed February 2013 - Present
Duetto October 2013 - October 2014
BlooSee February 2013 - March 2014
Save The Waves Coalition July 2007 - February 2013
Self-Employed 2001 - 2007
Self-Employed 2001 - 2007
eTranslate 1999 - 2001
SGI 1997 - 1998
Wells Fargo 1993 - 1995
Franklin Templeton Investments 1990 - 1992
Skills
Marketing Strategy, Marketing Communications, Product Marketing, Strategy Development, Publishing, Consumer Products, Brand Development, Copywriting, Strategy, Advertising, Leadership, Integrated Marketing, Content Strategy, Digital Marketing, Public Relations, Strategic Partnerships, Brand Management, E-commerce, Trade Shows, Budgets, Creative Direction, Online Marketing, Mergers & Acquisitions, Editing, Business Development, Nonprofits, Start-ups, SEO, Fundraising, Marketing Research, Program Management, Writing, Competitive Analysis, Project Management, Management, Web Marketing, Corporate Communications, SEM, Content Development, Training, Marketing Management, Strategic Planning, Social Media, Entrepreneurship, Team Building, Market Planning, Marketing, Creative Strategy, Email Marketing, Lead Generation
Education
University of Washington Foster School of Business
MBA, Marketing & Intn'l Business
University of Colorado
B.S., Business
Pontificia Universidad Católica de Chile
MBA/Exhange
Yu Hsiang Huang's Franklin Templeton Investments Experience June 2014 - Present
Job Presentation Specialist at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2014 - Present
Franklin Templeton Investments June 2012 - April 2014
Purdue University January 2010 - May 2010
GIGABYTE Mobile Inc March 2005 - August 2005
Westtown School September 2002 - May 2004
Skills
Photoshop, HTML, Flash, Dreamweaver, CSS, Layout, Graphics, Adobe Fireworks, Adobe Creative Suite, Microsoft Office, Logo Design, Typography, Brochures, Illustrator, InDesign
Education
Purdue University 2005 — 2010
Bachelor of Science, Computer Graphics Technology
Franklin Templeton Investments June 2014 - Present
Franklin Templeton Investments June 2012 - April 2014
Purdue University January 2010 - May 2010
GIGABYTE Mobile Inc March 2005 - August 2005
Westtown School September 2002 - May 2004
Skills
Photoshop, HTML, Flash, Dreamweaver, CSS, Layout, Graphics, Adobe Fireworks, Adobe Creative Suite, Microsoft Office, Logo Design, Typography, Brochures, Illustrator, InDesign
Education
Purdue University 2005 — 2010
Bachelor of Science, Computer Graphics Technology
Saad Atieque Saad Atieque's Franklin Templeton Investments Experience November 2003 - May 2007
Job Product Manager at Shopify
Industry Information Technology and Services
Experience
Shopify January 2015 - Present
Exor Management May 2013 - December 2014
BrightWay Capital May 2010 - April 2013
Verax Inc February 2006 - March 2009
Franklin Templeton Investments November 2003 - May 2007
Education
Queen's University 2009 — 2010
Master of Business Administration (MBA), New Venture & Finance
University of Toronto 1995 — 2000
Bachelor of Commerce (BCom), Co-op, Management & Economics
Shopify January 2015 - Present
Exor Management May 2013 - December 2014
BrightWay Capital May 2010 - April 2013
Verax Inc February 2006 - March 2009
Franklin Templeton Investments November 2003 - May 2007
Education
Queen's University 2009 — 2010
Master of Business Administration (MBA), New Venture & Finance
University of Toronto 1995 — 2000
Bachelor of Commerce (BCom), Co-op, Management & Economics
Jeff Slatter, CMA Jeff Slatter, CMA's Franklin Templeton Investments Experience September 2005 - January 2009
Job Associate Vice President at TD
Industry Financial Services
Experience
TD Bank Group August 2012 - Present
TD Bank Financical Group July 2009 - Present
Franklin Templeton Investments September 2005 - January 2009
Franklin Templeton Investments September 2003 - September 2004
Franklin Templeton Investments May 2002 - September 2003
Skills
Budgeting, Fund Accounting, Forecasting, Pricing, Wealth Management, Financial Analysis, Financial Modeling, Budgets, Leadership, Business Process, Accounting
Education
Ryerson University 1998 — 2001
B.Comm, Accounting (Major), Finance (Minor)
Certified Management Accountant - CMA
TD Bank Group August 2012 - Present
TD Bank Financical Group July 2009 - Present
Franklin Templeton Investments September 2005 - January 2009
Franklin Templeton Investments September 2003 - September 2004
Franklin Templeton Investments May 2002 - September 2003
Skills
Budgeting, Fund Accounting, Forecasting, Pricing, Wealth Management, Financial Analysis, Financial Modeling, Budgets, Leadership, Business Process, Accounting
Education
Ryerson University 1998 — 2001
B.Comm, Accounting (Major), Finance (Minor)
Certified Management Accountant - CMA
Vladimir Jekic's Franklin Templeton Investments Experience September 2011 - January 2015
Job Analyst, Product and Investment Management at Sun Life Global Investments
Industry Investment Management
Experience
Sun Life Global Investments February 2015 - Present
Franklin Templeton Investments September 2011 - January 2015
Wealthedge Inc January 2011 - June 2011
Five Star Furnishings Inc June 2005 - September 2010
Oakwood Collegiate Institute September 2003 - June 2005
Skills
Mutual Funds, Analysis
Education
Ryerson University - Ted Rogers School of Management 2006 — 2010
Bachelor of Commerce, Finance
Ryerson University
Sun Life Global Investments February 2015 - Present
Franklin Templeton Investments September 2011 - January 2015
Wealthedge Inc January 2011 - June 2011
Five Star Furnishings Inc June 2005 - September 2010
Oakwood Collegiate Institute September 2003 - June 2005
Skills
Mutual Funds, Analysis
Education
Ryerson University - Ted Rogers School of Management 2006 — 2010
Bachelor of Commerce, Finance
Ryerson University
Kimberly Woolley's Franklin Templeton Investments Experience January 2008 - May 2009
Job Assistant General Counsel and Assistant Secretary at Oracle
Industry Law Practice
Experience
Oracle December 2014 - Present
Williams-Sonoma, Inc. July 2012 - December 2014
Oracle May 2009 - June 2012
Franklin Templeton Investments January 2008 - May 2009
Gibson, Dunn & Crutcher LLP August 2000 - January 2008
Sullivan & Cromwell LLP October 1998 - July 2000
Skills
Corporate Governance, Corporate Law, Securities Regulation, Proxy Statements, Securities Exchange Act..., Policy, IPO, Securities, Legal Writing, Private Placements, SEC filings, Due Diligence, Negotiation, Joint Ventures, Venture Capital, Legal Advice, Legal Compliance, Data Privacy, Management, Legal Research, Executive Pay, Acquisitions, Mergers & Acquisitions, Equities, SEC Filings
Education
The George Washington University Law School 1995 — 1998
JD, Law
Ripon College 1990 — 1994
BA, Politics and Government
Oracle December 2014 - Present
Williams-Sonoma, Inc. July 2012 - December 2014
Oracle May 2009 - June 2012
Franklin Templeton Investments January 2008 - May 2009
Gibson, Dunn & Crutcher LLP August 2000 - January 2008
Sullivan & Cromwell LLP October 1998 - July 2000
Skills
Corporate Governance, Corporate Law, Securities Regulation, Proxy Statements, Securities Exchange Act..., Policy, IPO, Securities, Legal Writing, Private Placements, SEC filings, Due Diligence, Negotiation, Joint Ventures, Venture Capital, Legal Advice, Legal Compliance, Data Privacy, Management, Legal Research, Executive Pay, Acquisitions, Mergers & Acquisitions, Equities, SEC Filings
Education
The George Washington University Law School 1995 — 1998
JD, Law
Ripon College 1990 — 1994
BA, Politics and Government
John P. Feit, MBA, MSCIT, ASBC, CEC, CHLC, CHC John P. Feit, MBA, MSCIT, ASBC, CEC, CHLC, CHC's Franklin Templeton Investments Experience April 2011 - September 2011
Job Small Business Consultant, ECommerce Strategist, Life Coach, Technology Writer, and Wedding Officiant
Industry Professional Training & Coaching
Experience
John P. Feit, MBA, CHLC, CHC February 2015 - Present
John P. Feit, MBA, MSCIT, ASBC, CHLC, CEC August 2004 - Present
PharMerica Corporation March 2013 - May 2013
Franklin Templeton Investments April 2011 - September 2011
PSCU Financial Services April 2010 - July 2010
Motivano July 2009 - January 2010
WellCare August 2008 - May 2009
Jagged Peak, Inc. July 2007 - August 2008
Superior Uniform Group November 2005 - June 2007
St. Petersburg College January 2004 - December 2005
Skills
Business Analysis, Vendor Management, E-commerce, SDLC, Integration, Strategy, Project Management, Requirements Analysis, Leadership, Management, Business Intelligence, Analysis, Business Requirements, Training, Content Management, Business Process..., Consulting, Management Consulting, Software Development, Competitive Analysis, PMO, Quality Assurance, Project Planning, Strategic Planning, IT Management, Visio, Program Management, Cross-functional Team..., Security, Requirements Gathering, Operations Management, Business Strategy, Change Management, Process Improvement, User Acceptance Testing, User Interface Design, Business Objects, Data Analysis, Testing, Software Documentation, SEO, Web Design, Web Development, Web Project Management, Legal Research, Healthcare Information..., Digital Strategy, Cloud Computing, Life Coaching, Business Coaching
Education
Association of Accredited Small Business Consultants 2013 — 2013
Accredited Small Business Consultant, Small Business and Management Consultant, B+
Inquestra Learning 2009 — 2009
Business Systems Analysis Certificate (BSAC), Business Systems Analysis
Spencer Institute 2007 — 2007
Certificate, Certified Holistic Life Coach (CHLC)
Regis University 2000 — 2003
Master of Science (M.S.), Computer Information Technology (MSCIT), 3.94
St. Petersburg College 2002 — 2002
Certificate in Leadership and Supervision, Leadership and Supervision
SySoft Center for Software Excellence 2000 — 2000
Corporate Webmaster & E-Commerce Architect, SySoft 3000
Saint Leo University 1998 — 2000
M.B.A., Business Administration, Management and Operations, 3.76
University of Maryland University College 1989 — 1995
B.S., Psychology & Criminology/Criminal Justice, 3.67
The Investigative Institute 1991 — 1992
Certificates, Private Investigation, Advanced Private Investigation, Public Records Research
American Institute for Paralegal Studies 1984 — 1985
Certificate, Paralegal/Legal Assistant, A-
John P. Feit, MBA, CHLC, CHC February 2015 - Present
John P. Feit, MBA, MSCIT, ASBC, CHLC, CEC August 2004 - Present
PharMerica Corporation March 2013 - May 2013
Franklin Templeton Investments April 2011 - September 2011
PSCU Financial Services April 2010 - July 2010
Motivano July 2009 - January 2010
WellCare August 2008 - May 2009
Jagged Peak, Inc. July 2007 - August 2008
Superior Uniform Group November 2005 - June 2007
St. Petersburg College January 2004 - December 2005
Skills
Business Analysis, Vendor Management, E-commerce, SDLC, Integration, Strategy, Project Management, Requirements Analysis, Leadership, Management, Business Intelligence, Analysis, Business Requirements, Training, Content Management, Business Process..., Consulting, Management Consulting, Software Development, Competitive Analysis, PMO, Quality Assurance, Project Planning, Strategic Planning, IT Management, Visio, Program Management, Cross-functional Team..., Security, Requirements Gathering, Operations Management, Business Strategy, Change Management, Process Improvement, User Acceptance Testing, User Interface Design, Business Objects, Data Analysis, Testing, Software Documentation, SEO, Web Design, Web Development, Web Project Management, Legal Research, Healthcare Information..., Digital Strategy, Cloud Computing, Life Coaching, Business Coaching
Education
Association of Accredited Small Business Consultants 2013 — 2013
Accredited Small Business Consultant, Small Business and Management Consultant, B+
Inquestra Learning 2009 — 2009
Business Systems Analysis Certificate (BSAC), Business Systems Analysis
Spencer Institute 2007 — 2007
Certificate, Certified Holistic Life Coach (CHLC)
Regis University 2000 — 2003
Master of Science (M.S.), Computer Information Technology (MSCIT), 3.94
St. Petersburg College 2002 — 2002
Certificate in Leadership and Supervision, Leadership and Supervision
SySoft Center for Software Excellence 2000 — 2000
Corporate Webmaster & E-Commerce Architect, SySoft 3000
Saint Leo University 1998 — 2000
M.B.A., Business Administration, Management and Operations, 3.76
University of Maryland University College 1989 — 1995
B.S., Psychology & Criminology/Criminal Justice, 3.67
The Investigative Institute 1991 — 1992
Certificates, Private Investigation, Advanced Private Investigation, Public Records Research
American Institute for Paralegal Studies 1984 — 1985
Certificate, Paralegal/Legal Assistant, A-
Hillary Sottek Hillary Sottek's Franklin Templeton Investments Experience 1998 - 2008
Job Corporate Employee Relations
Industry Computer Hardware
Experience
Apple Inc. 2011 - Present
Apple Inc. February 2009 - 2011
Franklin Templeton Investments 1998 - 2008
Skills
Employee Relations, HR Consulting
Education
Penn State University
Apple Inc. 2011 - Present
Apple Inc. February 2009 - 2011
Franklin Templeton Investments 1998 - 2008
Skills
Employee Relations, HR Consulting
Education
Penn State University
Lou Martinez Lou Martinez's Franklin Templeton Investments Experience 2002 - 2005
Job Manager, Communications at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel 2013 - Present
Investment Planning Counsel 2011 - 2013
RBC 2009 - 2011
Bulldog Interactive Fitness 2006 - 2011
Centennial College 1994 - 2006
Franklin Templeton Investments 2002 - 2005
Franklin Templeton Investments 1998 - 2002
Integrated Cylinder Works 1994 - 1996
Education
Ryerson University 1989 — 1994
Investment Planning Counsel 2013 - Present
Investment Planning Counsel 2011 - 2013
RBC 2009 - 2011
Bulldog Interactive Fitness 2006 - 2011
Centennial College 1994 - 2006
Franklin Templeton Investments 2002 - 2005
Franklin Templeton Investments 1998 - 2002
Integrated Cylinder Works 1994 - 1996
Education
Ryerson University 1989 — 1994
Jeffrey Morrison CFA Jeffrey Morrison CFA's Franklin Templeton Investments Experience June 2004 - November 2005
Job Portfolio Manager at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management March 2012 - Present
MFS Investment Management August 2006 - February 2012
Franklin Templeton Investments June 2004 - November 2005
Franklin Templeton Investments March 1998 - April 2005
Mulvihill Capital Management January 1992 - February 1998
CT Investment Counsel June 1990 - December 1991
Skills
Alternative Investments, Asset Allocation, Asset Managment, Portfolio Management, Equities, Mutual Funds, Investments, Investment Strategies
Education
CFA Institute 1991 — 1995
CFA
Ryerson University 1983 — 1986
BBM
MFS Investment Management March 2012 - Present
MFS Investment Management August 2006 - February 2012
Franklin Templeton Investments June 2004 - November 2005
Franklin Templeton Investments March 1998 - April 2005
Mulvihill Capital Management January 1992 - February 1998
CT Investment Counsel June 1990 - December 1991
Skills
Alternative Investments, Asset Allocation, Asset Managment, Portfolio Management, Equities, Mutual Funds, Investments, Investment Strategies
Education
CFA Institute 1991 — 1995
CFA
Ryerson University 1983 — 1986
BBM
Mike Stiavnicky Mike Stiavnicky's Franklin Templeton Investments Experience February 2010 - January 2011
Job Account Manager at 24 Seven Inc.
Industry Staffing and Recruiting
Experience
24 Seven Inc. May 2013 - Present
Creative Niche April 2012 - May 2013
The Creative Group February 2011 - April 2012
Franklin Templeton Investments February 2010 - January 2011
Ryerson University September 2007 - April 2009
York University 2002 - 2009
Women's Executive Network April 2006 - February 2007
Skills
Human Resources, Customer Service, Time Management, Customer Satisfaction, Advertising, Digital Marketing, Social Media, Digital Strategy, Integrated Marketing, Social Media Marketing, Marketing Communications, Creative Direction, Recruiting, SEO, Online Advertising, Management, Business Development, Google Analytics, Email Marketing, Team Leadership, Lead Generation, Adobe Creative Suite, Marketing, CRM, User Interface Design, Brand Development
Education
Ryerson University 2007 — 2008
Masters Degree (MA), Communication and Culture
York University 2002 — 2007
Dbl. Hons, Communications & Philosophy
Thornlea Secondary School 1997 — 2002
24 Seven Inc. May 2013 - Present
Creative Niche April 2012 - May 2013
The Creative Group February 2011 - April 2012
Franklin Templeton Investments February 2010 - January 2011
Ryerson University September 2007 - April 2009
York University 2002 - 2009
Women's Executive Network April 2006 - February 2007
Skills
Human Resources, Customer Service, Time Management, Customer Satisfaction, Advertising, Digital Marketing, Social Media, Digital Strategy, Integrated Marketing, Social Media Marketing, Marketing Communications, Creative Direction, Recruiting, SEO, Online Advertising, Management, Business Development, Google Analytics, Email Marketing, Team Leadership, Lead Generation, Adobe Creative Suite, Marketing, CRM, User Interface Design, Brand Development
Education
Ryerson University 2007 — 2008
Masters Degree (MA), Communication and Culture
York University 2002 — 2007
Dbl. Hons, Communications & Philosophy
Thornlea Secondary School 1997 — 2002
Lisa Dalton's Franklin Templeton Investments Experience April 2003 - July 2004
Job Head of Human Resources at Spark Therapeutics
Industry Biotechnology
Experience
Spark Therapeutics, Inc. July 2014 - Present
Shire Pharmaceuticals April 2012 - June 2014
Shire Pharmaceuticals December 2007 - April 2012
Shire Pharmaceuticals June 2007 - December 2007
Shire Pharmaceuticals July 2006 - June 2007
Shire Pharmaceuticals April 2005 - July 2006
Shire Pharmaceuticals October 2004 - April 2005
Shire Pharmaceuticals July 2004 - October 2004
Franklin Templeton Investments April 2003 - July 2004
Applera/Applied Biosytems June 2002 - January 2003
Skills
Human Resources, Compensation & Benefit, Merger and Acquisitions, Due Diligence, SAP HR, Strategic HR, HR Department Start-up, Budget Process, Shared Services, M&A integration, Certified Compensation..., Mergers, Mergers & Acquisitions, Employee Benefits, Organizational..., Personnel Management, Incentive Programs, Executive Pay
Education
Rutgers Graduate Business School 1996 — 1998
Master of Business Administration (MBA), Organizational Behavior Studies
Penn State University 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Spark Therapeutics, Inc. July 2014 - Present
Shire Pharmaceuticals April 2012 - June 2014
Shire Pharmaceuticals December 2007 - April 2012
Shire Pharmaceuticals June 2007 - December 2007
Shire Pharmaceuticals July 2006 - June 2007
Shire Pharmaceuticals April 2005 - July 2006
Shire Pharmaceuticals October 2004 - April 2005
Shire Pharmaceuticals July 2004 - October 2004
Franklin Templeton Investments April 2003 - July 2004
Applera/Applied Biosytems June 2002 - January 2003
Skills
Human Resources, Compensation & Benefit, Merger and Acquisitions, Due Diligence, SAP HR, Strategic HR, HR Department Start-up, Budget Process, Shared Services, M&A integration, Certified Compensation..., Mergers, Mergers & Acquisitions, Employee Benefits, Organizational..., Personnel Management, Incentive Programs, Executive Pay
Education
Rutgers Graduate Business School 1996 — 1998
Master of Business Administration (MBA), Organizational Behavior Studies
Penn State University 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Karen Abernethy, CPA, CMA Karen Abernethy, CPA, CMA's Franklin Templeton Investments Experience July 2007 - September 2008
Job Senior Financial Analyst at PRESTO a division of Metrolinx
Industry Transportation/Trucking/Railroad
Experience
PRESTO a division of Metrolinx May 2013 - Present
Barking Mad Media January 2011 - Present
Certified Management Accountants of Ontario March 2010 - May 2013
Certified Management Accountants of Ontario June 2009 - March 2010
Mackenzie Investments October 2008 - June 2009
Franklin Templeton Investments July 2007 - September 2008
Franklin Templeton Investments June 2006 - July 2007
Education
Ryerson University 2002 — 2006
Bachelor of Commerce (B.Com.), Accounting and Finance
CMA
PRESTO a division of Metrolinx May 2013 - Present
Barking Mad Media January 2011 - Present
Certified Management Accountants of Ontario March 2010 - May 2013
Certified Management Accountants of Ontario June 2009 - March 2010
Mackenzie Investments October 2008 - June 2009
Franklin Templeton Investments July 2007 - September 2008
Franklin Templeton Investments June 2006 - July 2007
Education
Ryerson University 2002 — 2006
Bachelor of Commerce (B.Com.), Accounting and Finance
CMA
Michael Porto, CFA, CAIA Michael Porto, CFA, CAIA's Franklin Templeton Investments Experience March 2015 - Present
Job Vice President, Senior Advisor Consultant at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments March 2015 - Present
TD Asset Management November 2010 - March 2015
Fidelity Investments Canada April 2003 - October 2010
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Wealth Management, Securities, Relationship Management, Asset Management, Investment Strategies, Asset Managment
Education
CFA Institute
Chartered Financial Analyst (CFA)
CAIA Association
Chartered Alternative Investment Analyst (CAIA)
Canadian Securities Institute
Fellow of the Canadian Securities Institute
Queen's University 1999 — 2004
HBA, Applied Economics
Canadian Securities Institute
Canadian Investment Manager
Franklin Templeton Investments March 2015 - Present
TD Asset Management November 2010 - March 2015
Fidelity Investments Canada April 2003 - October 2010
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Wealth Management, Securities, Relationship Management, Asset Management, Investment Strategies, Asset Managment
Education
CFA Institute
Chartered Financial Analyst (CFA)
CAIA Association
Chartered Alternative Investment Analyst (CAIA)
Canadian Securities Institute
Fellow of the Canadian Securities Institute
Queen's University 1999 — 2004
HBA, Applied Economics
Canadian Securities Institute
Canadian Investment Manager
Ann Reich, ACPC, PCC Ann Reich, ACPC, PCC's Franklin Templeton Investments Experience September 1986 - July 1989
Job President, Leadership and Team Coach, Arabesque Management; Tilt 365 Certified Coach, Tilt.Inc.
Industry Professional Training & Coaching
Experience
Arabesque Management January 2007 - Present
Tilt, Inc. October 2013 - Present
Adler International Learning September 2012 - Present
Lee Hecht Harrison Knightsbridge October 2010 - Present
AIM Trimark Investments September 2004 - January 2007
AIM Trimark Investments January 2004 - September 2004
AIM Trimark Investments November 2000 - January 2004
AIM Trimark Investments July 1993 - October 2000
Royal Trust Corporation August 1989 - July 1993
Franklin Templeton Investments September 1986 - July 1989
Skills
Coaching, Workshop Facilitation, Talent Management, Performance Management, Team Leadership, Leadership, Human Resources, Executive Coaching, Career Counseling, Management, Business Development, MBTI, Strategy, Organizational..., Leadership Development, Financial Services, Change Management, Team Coaching, Mergers & Acquisitions, Project Management, Consulting, Recruiting, Program Management, Public Speaking, Team Building, Management Consulting, Project Planning, Employee Engagement, Fundraising, Public Spe
Education
Queen's University 1981 — 1983
Bachelor's Degree
Arabesque Management January 2007 - Present
Tilt, Inc. October 2013 - Present
Adler International Learning September 2012 - Present
Lee Hecht Harrison Knightsbridge October 2010 - Present
AIM Trimark Investments September 2004 - January 2007
AIM Trimark Investments January 2004 - September 2004
AIM Trimark Investments November 2000 - January 2004
AIM Trimark Investments July 1993 - October 2000
Royal Trust Corporation August 1989 - July 1993
Franklin Templeton Investments September 1986 - July 1989
Skills
Coaching, Workshop Facilitation, Talent Management, Performance Management, Team Leadership, Leadership, Human Resources, Executive Coaching, Career Counseling, Management, Business Development, MBTI, Strategy, Organizational..., Leadership Development, Financial Services, Change Management, Team Coaching, Mergers & Acquisitions, Project Management, Consulting, Recruiting, Program Management, Public Speaking, Team Building, Management Consulting, Project Planning, Employee Engagement, Fundraising, Public Spe
Education
Queen's University 1981 — 1983
Bachelor's Degree
Ashifa Alibhai Ashifa Alibhai's Franklin Templeton Investments Experience September 2013 - December 2014
Job Principal, Carnation Properties Ltd.
Industry Real Estate
Experience
Carnation Properties Ltd. September 2011 - Present
Franklin Templeton Investments September 2013 - December 2014
Sears Canada March 2011 - February 2012
IBM Canada Ltd. 2009 - 2011
Presidents Choice Bank (LCL) 2005 - 2008
Canadian Imperial Bank Of Commerce (CIBC) 2000 - 2005
Skills
Vendor Relations, Budgeting, Business Analysis, Scheduling, Planning & Allocation, Event Planning, Campaign Optimization, Employee Development..., Demand Generation, Channel Marketing, Project Management, Data Analysis, Consumer Product..., Corporate Branding, Remodeling, Strategic Communications, Merchandising Strategies, Budgets, Project Planning, Asset Allocation, Marketing Strategy, Retail, Marketing, Management, Process Scheduler, Competitive Analysis, Process Improvement, SDLC, Multi-channel Marketing, Program Management, Analysis, Product Development, Leadership, Strategic Planning, Strategy, Team Leadership
Education
Ryerson University 2005 — 2010
Project Management, Fundamentals, Budgeting, Planning, Scheduling, Risk Management, Project Systems
University of Guelph 1992 — 1995
Bachelor of Science, Biomedical Sciences, General
Carnation Properties Ltd. September 2011 - Present
Franklin Templeton Investments September 2013 - December 2014
Sears Canada March 2011 - February 2012
IBM Canada Ltd. 2009 - 2011
Presidents Choice Bank (LCL) 2005 - 2008
Canadian Imperial Bank Of Commerce (CIBC) 2000 - 2005
Skills
Vendor Relations, Budgeting, Business Analysis, Scheduling, Planning & Allocation, Event Planning, Campaign Optimization, Employee Development..., Demand Generation, Channel Marketing, Project Management, Data Analysis, Consumer Product..., Corporate Branding, Remodeling, Strategic Communications, Merchandising Strategies, Budgets, Project Planning, Asset Allocation, Marketing Strategy, Retail, Marketing, Management, Process Scheduler, Competitive Analysis, Process Improvement, SDLC, Multi-channel Marketing, Program Management, Analysis, Product Development, Leadership, Strategic Planning, Strategy, Team Leadership
Education
Ryerson University 2005 — 2010
Project Management, Fundamentals, Budgeting, Planning, Scheduling, Risk Management, Project Systems
University of Guelph 1992 — 1995
Bachelor of Science, Biomedical Sciences, General
Robert Greer's Franklin Templeton Investments Experience July 2011 - July 2014
Job MBA Candidate, Tuck School of Business at Dartmouth College
Industry Financial Services
Experience
Betterment June 2015 - Present
Franklin Templeton Investments July 2011 - July 2014
Franklin Templeton Investments October 2010 - July 2011
Franklin Templeton Investments July 2010 - September 2010
Clearpath Capital Partners June 2009 - August 2009
Skills
Investment Management, Microsoft Excel, Modeling, Creativity, Bloomberg Terminal, Mutual Funds, Performance Attribution, Financial Modeling, Python, Microsoft Office, Fixed Income
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
Vanderbilt University 2007 — 2010
Bachelor's Degree, Economics, Corporate Strategy
Crystal Springs Uplands School 2000 — 2006
Rhode Island School of Design 2005 — 2005
Pre-College Program, Drawing, Design
Betterment June 2015 - Present
Franklin Templeton Investments July 2011 - July 2014
Franklin Templeton Investments October 2010 - July 2011
Franklin Templeton Investments July 2010 - September 2010
Clearpath Capital Partners June 2009 - August 2009
Skills
Investment Management, Microsoft Excel, Modeling, Creativity, Bloomberg Terminal, Mutual Funds, Performance Attribution, Financial Modeling, Python, Microsoft Office, Fixed Income
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
Vanderbilt University 2007 — 2010
Bachelor's Degree, Economics, Corporate Strategy
Crystal Springs Uplands School 2000 — 2006
Rhode Island School of Design 2005 — 2005
Pre-College Program, Drawing, Design
Dalisa Abreu's Franklin Templeton Investments Experience December 2005 - September 2006
Job Human Resource/Administrative Specialist
Industry Management Consulting
Experience
The Boston Consulting Group July 2007 - Present
Franklin Templeton Investments December 2005 - September 2006
Bloomberg LP June 2005 - September 2005
Department of Civil Services June 2004 - October 2004
Skills
Human Resources, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Event Planning, Customer Service, Social Media, Training, Confidentiality, People Skills, Executive Support, Organizational..., Administrative..., Expense Management, Online Data Entry, Travel Planning, PeopleSoft, Vovici, Bloomberg Terminal, Online Research, Business Travel, Virtual Teams, International Meeting..., Business Visas, CRM, Organizational..., Microsoft Word, Time Management, Google Drive, Collaborative Problem..., Virtual Assistance, Onboarding, Meeting Scheduling, Organization Skills, Google Docs, Adobe Acrobat, FactSet, GlobalPlus, Globalmax, Videoyo, SharePoint, Event Management, Interviewing Skills, Problem Solving, Collaboration Solutions, Executive Calendar..., Cash Management, Auditing, Program Coordination
Education
Strayer University 2012 — 2016
Master’s Degree, Human Resources Management, 3.4
Rider University 2001 — 2005
Bachelor’s Degree, Communications
The Boston Consulting Group July 2007 - Present
Franklin Templeton Investments December 2005 - September 2006
Bloomberg LP June 2005 - September 2005
Department of Civil Services June 2004 - October 2004
Skills
Human Resources, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Event Planning, Customer Service, Social Media, Training, Confidentiality, People Skills, Executive Support, Organizational..., Administrative..., Expense Management, Online Data Entry, Travel Planning, PeopleSoft, Vovici, Bloomberg Terminal, Online Research, Business Travel, Virtual Teams, International Meeting..., Business Visas, CRM, Organizational..., Microsoft Word, Time Management, Google Drive, Collaborative Problem..., Virtual Assistance, Onboarding, Meeting Scheduling, Organization Skills, Google Docs, Adobe Acrobat, FactSet, GlobalPlus, Globalmax, Videoyo, SharePoint, Event Management, Interviewing Skills, Problem Solving, Collaboration Solutions, Executive Calendar..., Cash Management, Auditing, Program Coordination
Education
Strayer University 2012 — 2016
Master’s Degree, Human Resources Management, 3.4
Rider University 2001 — 2005
Bachelor’s Degree, Communications
Jieeun Lee Jieeun Lee's Franklin Templeton Investments Experience August 2013 - October 2013
Job
Industry Marketing and Advertising
Experience
Franklin Templeton Investments August 2013 - October 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Strategic Planning
Education
Rutgers University-New Brunswick 2012 — 2015
Franklin Templeton Investments August 2013 - October 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Strategic Planning
Education
Rutgers University-New Brunswick 2012 — 2015
Sue Manian's Franklin Templeton Investments Experience October 2012 - Present
Job Motion Graphics Designer at Franklin Templeton Investments
Industry Graphic Design
Experience
Franklin Templeton Investments October 2012 - Present
Imagine That 1996 - October 2012
Daniel Paterna Design 2004 - 2009
Internews 1994 - 2005
LoConte Goldman Design 1992 - 1994
The Christian Science Monitor 1990 - 1992
WPRI-TV Channel 12 1987 - 1990
Skills
Graphic Design, Graphics, Logo Design, Broadcast, Television, Photoshop, Illustrator, After Effects, Editing, Video Editing, Motion Graphics, Teaching, Typography, Art Direction, Animation, Production, Creative Direction, Adobe Creative Suite, Video, Post Production, Visual, Video Production, Broadcast Design, Mac, Compositing, Motion Design, Corporate Identity, Logos, Visual Communication, Premiere, Layout, Digital Media, Art, Interaction Design, Illustration, Film, User Interface Design, Image Manipulation, Multimedia
Education
Pratt Institute 2002 — 2004
MFA, Art & Design Education
Rhode Island School of Design 1983 — 1987
BFA, Graphic Design
Franklin Templeton Investments October 2012 - Present
Imagine That 1996 - October 2012
Daniel Paterna Design 2004 - 2009
Internews 1994 - 2005
LoConte Goldman Design 1992 - 1994
The Christian Science Monitor 1990 - 1992
WPRI-TV Channel 12 1987 - 1990
Skills
Graphic Design, Graphics, Logo Design, Broadcast, Television, Photoshop, Illustrator, After Effects, Editing, Video Editing, Motion Graphics, Teaching, Typography, Art Direction, Animation, Production, Creative Direction, Adobe Creative Suite, Video, Post Production, Visual, Video Production, Broadcast Design, Mac, Compositing, Motion Design, Corporate Identity, Logos, Visual Communication, Premiere, Layout, Digital Media, Art, Interaction Design, Illustration, Film, User Interface Design, Image Manipulation, Multimedia
Education
Pratt Institute 2002 — 2004
MFA, Art & Design Education
Rhode Island School of Design 1983 — 1987
BFA, Graphic Design
Vanice Lopes, PMP, CAPM Vanice Lopes, PMP, CAPM's Franklin Templeton Investments Experience June 2015 - Present
Job FTI Associate Project Manager, FTT Operations & Services Technology PMO at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2015 - Present
Franklin Templeton Investments June 2012 - Present
Franklin Templeton Investments October 2007 - June 2012
Consulate General of Brazil in Toronto - Canada January 2006 - October 2007
Canadian College of Business & English June 2005 - January 2006
LQ Link Advanced English Institute August 2004 - May 2005
at CCBEU - Centro Cultural Brasil Estados Unidos January 2001 - March 2004
Password Assessoria de Linguas Estrangeiras ME January 1995 - December 2000
Lawyer / Federal Revenue Division January 1991 - December 1998
IBEUV January 1990 - December 1995
Skills
Project Management, Enterprise Content..., Government, Excel, PowerPoint, Teamwork, Budgeting, Outlook, Administration, MS Project, Word, Microsoft Office, Analysis, Business Analysis, Visio, Documentation, Strategic Planning, Customer Service, Mutual Funds, Software Documentation, Team Leadership, Microsoft Excel, System Administration, Microsoft Word, Leadership, Risk Management, SharePoint, Management, Budgets, Program Management, Vendor Management, Business Process, PMP, PMO, Finance, Process Improvement, Project Planning, Microsoft Project
Education
IFSE Institute 2012 — 2013
Certification, CFIC
PMI 2009 — 2011
CAPM Certification, Project Management
Ryerson University 2009 — 2011
Certificate, Project Management
Universidade Estácio de Sá 1990 — 1993
Pos Graduate Certificate, Education
Universidade Federal do Espírito Santo 1986 — 1990
Bachelor of Arts, Law
Universidade Federal do Espírito Santo 1985 — 1989
Bachelor of Arts, English & American Literature (Major English)
PMI
PMP Certification, Project Management
Franklin Templeton Investments June 2015 - Present
Franklin Templeton Investments June 2012 - Present
Franklin Templeton Investments October 2007 - June 2012
Consulate General of Brazil in Toronto - Canada January 2006 - October 2007
Canadian College of Business & English June 2005 - January 2006
LQ Link Advanced English Institute August 2004 - May 2005
at CCBEU - Centro Cultural Brasil Estados Unidos January 2001 - March 2004
Password Assessoria de Linguas Estrangeiras ME January 1995 - December 2000
Lawyer / Federal Revenue Division January 1991 - December 1998
IBEUV January 1990 - December 1995
Skills
Project Management, Enterprise Content..., Government, Excel, PowerPoint, Teamwork, Budgeting, Outlook, Administration, MS Project, Word, Microsoft Office, Analysis, Business Analysis, Visio, Documentation, Strategic Planning, Customer Service, Mutual Funds, Software Documentation, Team Leadership, Microsoft Excel, System Administration, Microsoft Word, Leadership, Risk Management, SharePoint, Management, Budgets, Program Management, Vendor Management, Business Process, PMP, PMO, Finance, Process Improvement, Project Planning, Microsoft Project
Education
IFSE Institute 2012 — 2013
Certification, CFIC
PMI 2009 — 2011
CAPM Certification, Project Management
Ryerson University 2009 — 2011
Certificate, Project Management
Universidade Estácio de Sá 1990 — 1993
Pos Graduate Certificate, Education
Universidade Federal do Espírito Santo 1986 — 1990
Bachelor of Arts, Law
Universidade Federal do Espírito Santo 1985 — 1989
Bachelor of Arts, English & American Literature (Major English)
PMI
PMP Certification, Project Management
Hariharan Srinivasan Hariharan Srinivasan's Franklin Templeton Investments Experience October 2014 - Present
Job IT Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2014 - Present
Franklin Templeton Investments November 2008 - October 2014
Verizon Data Services September 2006 - November 2008
Ness Technologies September 2003 - September 2006
Covansys August 2002 - September 2003
L&T Ltd., ECC Division April 1998 - August 2002
Skills
Data Warehousing, Business Intelligence, ITIL, Software Project..., Databases, People Management, Oracle SQL, Data Modeling, Integration, Oracle, Project Management, Management, SQL, SDLC, Requirements Analysis, Requirements Gathering, Informatica
Education
University of Madras 1996 — 1999
MCA, Computer Applications
Presidency College 1992 — 1995
Bachelor of Science, Mathamatics
Franklin Templeton Investments October 2014 - Present
Franklin Templeton Investments November 2008 - October 2014
Verizon Data Services September 2006 - November 2008
Ness Technologies September 2003 - September 2006
Covansys August 2002 - September 2003
L&T Ltd., ECC Division April 1998 - August 2002
Skills
Data Warehousing, Business Intelligence, ITIL, Software Project..., Databases, People Management, Oracle SQL, Data Modeling, Integration, Oracle, Project Management, Management, SQL, SDLC, Requirements Analysis, Requirements Gathering, Informatica
Education
University of Madras 1996 — 1999
MCA, Computer Applications
Presidency College 1992 — 1995
Bachelor of Science, Mathamatics
Mark Storms, CLU Mark Storms, CLU's Franklin Templeton Investments Experience 1998 - 2002
Job Vice President at FIRST Insurance Funding Corp
Industry Financial Services
Experience
FIRST Insurance Funding Corp July 2009 - Present
A.I. Credit Corp April 2004 - July 2009
AdvisorCentral 2002 - 2004
Franklin Templeton Investments 1998 - 2002
Skills
Retirement Planning, Life Insurance, Estate Planning, Insurance, Premium Financing, Loans, Investments, Analysis, Business Development, Health Insurance, Financial Advisory, Marketing, Retirement, Credit, Mutual Funds, Term Life Insurance, Fixed Annuities, Financial Planners, Underwriting, Finance, Sales, Disability Insurance, Risk Management, Management, Financial Analysis, Brokers, Banking, Financial Services, Strategic Financial...
Education
Rowan University
BA, Economics
The American College
CLU
FIRST Insurance Funding Corp July 2009 - Present
A.I. Credit Corp April 2004 - July 2009
AdvisorCentral 2002 - 2004
Franklin Templeton Investments 1998 - 2002
Skills
Retirement Planning, Life Insurance, Estate Planning, Insurance, Premium Financing, Loans, Investments, Analysis, Business Development, Health Insurance, Financial Advisory, Marketing, Retirement, Credit, Mutual Funds, Term Life Insurance, Fixed Annuities, Financial Planners, Underwriting, Finance, Sales, Disability Insurance, Risk Management, Management, Financial Analysis, Brokers, Banking, Financial Services, Strategic Financial...
Education
Rowan University
BA, Economics
The American College
CLU
Andrew T. Murtha, CFA Andrew T. Murtha, CFA's Franklin Templeton Investments Experience July 2010 - January 2012
Job Sr. Investment Strategist
Industry Investment Management
Experience
McCollum Christoferson Group April 2014 - Present
Aleksandrowicz Advisors, Inc. February 2012 - March 2014
Franklin Templeton Investments July 2010 - January 2012
M&T Bank January 2007 - June 2010
Fiduciary Trust Company August 2000 - December 2006
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Asset Managment, Asset Allocation, Fixed Income, Valuation, Equities, Bloomberg, Alternative Investments, Investments, Mutual Funds
Education
Rutgers Graduate School of Management 1998 — 2000
MBA, Finance & Marketing
Rutgers, The State University of New Jersey-Newark 1995 — 1998
BA, Economics
McCollum Christoferson Group April 2014 - Present
Aleksandrowicz Advisors, Inc. February 2012 - March 2014
Franklin Templeton Investments July 2010 - January 2012
M&T Bank January 2007 - June 2010
Fiduciary Trust Company August 2000 - December 2006
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Asset Managment, Asset Allocation, Fixed Income, Valuation, Equities, Bloomberg, Alternative Investments, Investments, Mutual Funds
Education
Rutgers Graduate School of Management 1998 — 2000
MBA, Finance & Marketing
Rutgers, The State University of New Jersey-Newark 1995 — 1998
BA, Economics
Jo-Ellen Lishnoff's Franklin Templeton Investments Experience January 1996 - June 2001
Job Business Analyst at TTI of USA
Industry Financial Services
Experience
TTI of USA January 2014 - Present
SunGard March 2011 - January 2014
Financial Industry Technical Services, Inc October 2008 - January 2009
Enterprise Iron Financial Industry Solutions October 2006 - September 2008
American Funds Distributors, Inc March 2005 - September 2006
Benefit Resources, Inc May 2002 - May 2004
Franklin Templeton Investments January 1996 - June 2001
Mellon Bank January 1993 - January 1996
Signature Benefits January 1990 - January 1993
SunGard Investment Systems 1985 - 1988
Skills
Software Documentation, Strategy, Financial Services, Business Analysis, CRM, Investments, Project Management, Defined Benefit, Pensions, Mutual Funds, Relationship Management, Retirement, Defined Contribution, Requirements Gathering, User Acceptance Testing, Vendor Management, SDLC
Education
Penn State University
TTI of USA January 2014 - Present
SunGard March 2011 - January 2014
Financial Industry Technical Services, Inc October 2008 - January 2009
Enterprise Iron Financial Industry Solutions October 2006 - September 2008
American Funds Distributors, Inc March 2005 - September 2006
Benefit Resources, Inc May 2002 - May 2004
Franklin Templeton Investments January 1996 - June 2001
Mellon Bank January 1993 - January 1996
Signature Benefits January 1990 - January 1993
SunGard Investment Systems 1985 - 1988
Skills
Software Documentation, Strategy, Financial Services, Business Analysis, CRM, Investments, Project Management, Defined Benefit, Pensions, Mutual Funds, Relationship Management, Retirement, Defined Contribution, Requirements Gathering, User Acceptance Testing, Vendor Management, SDLC
Education
Penn State University
Marcel Ndje, CFA, FRM Marcel Ndje, CFA, FRM's Franklin Templeton Investments Experience January 2008 - Present
Job
Industry Investment Management
Experience
Franklin Templeton Investments January 2008 - Present
Skills
Risk Management, Risk Analysis, Performance Attribution, Fixed Income, Derivatives, Financial Modeling, Quantitative Finance, Hedge Funds, Valuation, Asset Managment, Financial Risk, Quantitative Analytics, Alternative Investments, Corporate Finance, Investments, Hedging, Financial Analysis, Emerging Markets, FX Options, Bonds, Equities, Asset Management, Market Risk, Portfolio Management, Financial Markets, Asset Allocation, Investment Strategies
Education
London Business School 2007 — 2009
Masters
Queen Mary University of London 2003 — 2004
MSc
Ecole supérieure de Commerce de Toulouse 1998 — 2002
Master
CAIA Association
CFA Institute
CFA Charterholder
Global Association of Risk Professionals (GARP)
Financial Risk Manager (FRM)
Franklin Templeton Investments January 2008 - Present
Skills
Risk Management, Risk Analysis, Performance Attribution, Fixed Income, Derivatives, Financial Modeling, Quantitative Finance, Hedge Funds, Valuation, Asset Managment, Financial Risk, Quantitative Analytics, Alternative Investments, Corporate Finance, Investments, Hedging, Financial Analysis, Emerging Markets, FX Options, Bonds, Equities, Asset Management, Market Risk, Portfolio Management, Financial Markets, Asset Allocation, Investment Strategies
Education
London Business School 2007 — 2009
Masters
Queen Mary University of London 2003 — 2004
MSc
Ecole supérieure de Commerce de Toulouse 1998 — 2002
Master
CAIA Association
CFA Institute
CFA Charterholder
Global Association of Risk Professionals (GARP)
Financial Risk Manager (FRM)
Carlos Mendez Jr, MBA's Franklin Templeton Investments Experience November 2013 - Present
Job Financial Operations | Relationship Management | Portfolio & Trade Support | Disruptive Client Solutions | Technology
Industry Financial Services
Experience
Franklin Templeton Investments November 2013 - Present
BNY Mellon August 2012 - November 2013
BNY Mellon US Financial Institutions, Asset Servicing August 2010 - August 2012
Bank of New York Mellon August 2006 - August 2010
Lowe's Home Centers August 2003 - August 2006
AFC Enterprises November 2000 - January 2003
Skills
Finance, Management, Trading, Financial Analysis, Portfolio Management, Process Improvement, Business Analysis, Securities, Financial Modeling, Derivatives, Client Services, Accounting, Billing, Excel, Visual Basic, Training & Development, Project Planning, Spanish, Financial Statements, Financial Transactions, Personal Finance, Financial Reporting, Financial Accounting, Mutual Funds, Investment Banking, Analytical Skills, Analysis, Trade Finance, Sales, Empowerment, Investor Relations, Microsoft Office, Security Management, Options Strategies, Index Options, Derivative Trading, Global Trade Management, Client Presentation, Trade Settlement, Problem Solving, Communication Skills, Customer Satisfaction, Trend Analysis, Client Service Oriented, PowerPoint, Securities Regulation, Scenario Analysis, Business Process..., Microsoft Excel, Settlement
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
Masters, Business Administration; Management, International Business
University of Central Florida - College of Business Administration
BSBA, Finance, Accounting
Franklin Templeton Investments November 2013 - Present
BNY Mellon August 2012 - November 2013
BNY Mellon US Financial Institutions, Asset Servicing August 2010 - August 2012
Bank of New York Mellon August 2006 - August 2010
Lowe's Home Centers August 2003 - August 2006
AFC Enterprises November 2000 - January 2003
Skills
Finance, Management, Trading, Financial Analysis, Portfolio Management, Process Improvement, Business Analysis, Securities, Financial Modeling, Derivatives, Client Services, Accounting, Billing, Excel, Visual Basic, Training & Development, Project Planning, Spanish, Financial Statements, Financial Transactions, Personal Finance, Financial Reporting, Financial Accounting, Mutual Funds, Investment Banking, Analytical Skills, Analysis, Trade Finance, Sales, Empowerment, Investor Relations, Microsoft Office, Security Management, Options Strategies, Index Options, Derivative Trading, Global Trade Management, Client Presentation, Trade Settlement, Problem Solving, Communication Skills, Customer Satisfaction, Trend Analysis, Client Service Oriented, PowerPoint, Securities Regulation, Scenario Analysis, Business Process..., Microsoft Excel, Settlement
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
Masters, Business Administration; Management, International Business
University of Central Florida - College of Business Administration
BSBA, Finance, Accounting
Mary Ann MacKenzie Mary Ann MacKenzie's Franklin Templeton Investments Experience June 2002 - April 2012
Job Vice President Relationship Management at CIBC Mellon
Industry Financial Services
Experience
CIBC Mellon August 2013 - Present
Franklin Templeton Investments June 2002 - April 2012
AIM Trimark Investments January 2000 - June 2002
CIBC Financial Planning August 1996 - January 2000
Skills
Mutual Funds, Wealth Management, Investments, Strategic Financial..., Retirement Planning, Coaching, Build Strong Teams, Relationship Management, Business Development, Strategic Planning, Business Strategy, Team Leadership, Risk Management, Equities, Financial Services, Asset Management, Investment Strategies, Estate Planning, Asset Allocation, Portfolio Management, Investment Advisory, Securities, ETFs, Retirement, Fixed Income, Investment Management, Separately Managed..., Hedge Funds, Wealth, Financial Advisory, Banking, High Net Worth..., Wealth Management..., Pensions, Financial Planners, Bonds, Capital Markets, Financial Markets, Mentoring
Education
Ryerson University
CIBC Mellon August 2013 - Present
Franklin Templeton Investments June 2002 - April 2012
AIM Trimark Investments January 2000 - June 2002
CIBC Financial Planning August 1996 - January 2000
Skills
Mutual Funds, Wealth Management, Investments, Strategic Financial..., Retirement Planning, Coaching, Build Strong Teams, Relationship Management, Business Development, Strategic Planning, Business Strategy, Team Leadership, Risk Management, Equities, Financial Services, Asset Management, Investment Strategies, Estate Planning, Asset Allocation, Portfolio Management, Investment Advisory, Securities, ETFs, Retirement, Fixed Income, Investment Management, Separately Managed..., Hedge Funds, Wealth, Financial Advisory, Banking, High Net Worth..., Wealth Management..., Pensions, Financial Planners, Bonds, Capital Markets, Financial Markets, Mentoring
Education
Ryerson University
Barbra Mirani Barbra Mirani's Franklin Templeton Investments Experience March 2003 - Present
Job Personal Trainer at DKJ Speed Training
Industry Financial Services
Experience
Franklin Templeton Investments March 2003 - Present
DKJ Speed Training January 2000 - Present
Skills
Investments, Financial Analysis, Mutual Funds, Portfolio Management, Relationship Management, Finance, Management, Asset Management, Asset Managment, Financial Modeling, Team Building, Financial Services, Risk Management, Equities, Business Analysis, Analysis, Fitness, Fitness Training, Speed Training, Sports Coaching, Athletic Training, Running
Education
Ryerson University 1991 — 1994
York University
BSc Honours, Kinesiology
Franklin Templeton Investments March 2003 - Present
DKJ Speed Training January 2000 - Present
Skills
Investments, Financial Analysis, Mutual Funds, Portfolio Management, Relationship Management, Finance, Management, Asset Management, Asset Managment, Financial Modeling, Team Building, Financial Services, Risk Management, Equities, Business Analysis, Analysis, Fitness, Fitness Training, Speed Training, Sports Coaching, Athletic Training, Running
Education
Ryerson University 1991 — 1994
York University
BSc Honours, Kinesiology
Matt Lacaba Matt Lacaba's Franklin Templeton Investments Experience 2007 - February 2010
Job Accounting Manager, Fund Operations at First Asset Funds Inc.
Industry Investment Management
Experience
First Asset June 2011 - Present
VenGrowth 2009 - June 2011
Franklin Templeton Investments 2007 - February 2010
TD Bank Financial Group July 2003 - 2007
Skills
Mutual Funds, Investments, Financial Analysis, Bloomberg, Fund Accounting, Equities, Valuation, Fixed Income, Capital Markets, Financial Reporting, Derivatives, Financial Services, Hedge Funds, Accounting, Fund Administration, Banking, Options, Finance
Education
Ryerson University
Bachelor of Arts (BA), International Economics & Finance
St. Marguerite D'youville
First Asset June 2011 - Present
VenGrowth 2009 - June 2011
Franklin Templeton Investments 2007 - February 2010
TD Bank Financial Group July 2003 - 2007
Skills
Mutual Funds, Investments, Financial Analysis, Bloomberg, Fund Accounting, Equities, Valuation, Fixed Income, Capital Markets, Financial Reporting, Derivatives, Financial Services, Hedge Funds, Accounting, Fund Administration, Banking, Options, Finance
Education
Ryerson University
Bachelor of Arts (BA), International Economics & Finance
St. Marguerite D'youville
Trevor Franklin, CFA's Franklin Templeton Investments Experience January 2015 - Present
Job Portfolio Associate, Balanced Portfolio Management at Franklin Templeton Institutional
Industry Investment Management
Experience
Franklin Templeton Investments January 2015 - Present
Franklin Templeton Investments March 2013 - January 2015
Franklin Templeton Investments July 2010 - March 2012
Nobleton Lakes Golf Course March 2005 - November 2010
Skills
Account Reconciliation, General Ledger, Bloomberg, Financial Analysis, Corporate Finance, Auditing, Time Management, Investments, Finance, Microsoft Excel, Strategic Financial..., Financial Reporting, Financial Modeling, Accounting, Mutual Funds, Risk Management, Management, Portfolio Management, Analysis, Wealth Management, Equities, Asset Management, Investment Strategies, Capital Markets
Education
Ryerson University 2005 — 2010
Bachelor of Commerce; (B.Com.), Finance; International Business
Franklin Templeton Investments January 2015 - Present
Franklin Templeton Investments March 2013 - January 2015
Franklin Templeton Investments July 2010 - March 2012
Nobleton Lakes Golf Course March 2005 - November 2010
Skills
Account Reconciliation, General Ledger, Bloomberg, Financial Analysis, Corporate Finance, Auditing, Time Management, Investments, Finance, Microsoft Excel, Strategic Financial..., Financial Reporting, Financial Modeling, Accounting, Mutual Funds, Risk Management, Management, Portfolio Management, Analysis, Wealth Management, Equities, Asset Management, Investment Strategies, Capital Markets
Education
Ryerson University 2005 — 2010
Bachelor of Commerce; (B.Com.), Finance; International Business
Ellie Shanholt Ellie Shanholt's Franklin Templeton Investments Experience May 2011 - August 2011
Job Stanford Graduate School of Business
Industry Management Consulting
Experience
Bain & Company September 2014 - July 2015
Zearn September 2014 - March 2015
Bain & Company September 2012 - August 2014
Pomona College July 2010 - May 2012
Pomona College September 2008 - May 2012
Franklin Templeton Investments May 2011 - August 2011
Teknos Associates June 2009 - December 2010
Education
Stanford University Graduate School of Business 2015 — 2017
Pomona College 2008 — 2012
BA, Economics
Pomona College
BA, Spanish, Accounting, Industrial Organization, Game Theory and Behavioral Economics
Crystal Springs Uplands School
High School Diploma
Middlebury College (Sede Prim campus)
Bain & Company September 2014 - July 2015
Zearn September 2014 - March 2015
Bain & Company September 2012 - August 2014
Pomona College July 2010 - May 2012
Pomona College September 2008 - May 2012
Franklin Templeton Investments May 2011 - August 2011
Teknos Associates June 2009 - December 2010
Education
Stanford University Graduate School of Business 2015 — 2017
Pomona College 2008 — 2012
BA, Economics
Pomona College
BA, Spanish, Accounting, Industrial Organization, Game Theory and Behavioral Economics
Crystal Springs Uplands School
High School Diploma
Middlebury College (Sede Prim campus)
Tasos, Dovolos, CIM Tasos, Dovolos, CIM's Franklin Templeton Investments Experience November 2012 - Present
Job Vice President, Senior Advisor Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments November 2012 - Present
Franklin Templeton Investments April 2008 - June 2012
Franklin Templeton Investments May 1999 - April 2008
Franklin Templeton Investments May 1998 - April 1999
Franklin Templeton Investments February 1996 - May 1998
Skills
Mutual Funds, Separately Managed..., Wealth Management, Investments, Investment Strategies, Relationship Management, Asset Allocation, Investment Advisory, Public Speaking
Education
Canadian Securities Institute
Canadian Investment Manager Designation
Ryerson University
Franklin Templeton Investments November 2012 - Present
Franklin Templeton Investments April 2008 - June 2012
Franklin Templeton Investments May 1999 - April 2008
Franklin Templeton Investments May 1998 - April 1999
Franklin Templeton Investments February 1996 - May 1998
Skills
Mutual Funds, Separately Managed..., Wealth Management, Investments, Investment Strategies, Relationship Management, Asset Allocation, Investment Advisory, Public Speaking
Education
Canadian Securities Institute
Canadian Investment Manager Designation
Ryerson University
Arvin Peter Arvin Peter's Franklin Templeton Investments Experience 2013 - Present
Job President at Lion's Circle Real Estate Investment Group
Industry Market Research
Experience
Franklin Templeton Investments 2013 - Present
Lion's Circle Real Estate Investment Group October 2011 - Present
ZelenTech Inc. December 2008 - June 2012
Nielsen 2008 - May 2011
Ted Rogers School of Management 2008 - 2008
Citigroup 2006 - 2007
Citigroup 2005 - 2006
Unisen 2003 - 2005
Skills
Entrepreneurship, Marketing, Analytics, Strategy, CRM, Business Planning, Start-ups, Segmentation, Brand Management, Market Research, Marketing Research, Business Analysis, Business Strategy, Leadership, Commercial Real Estate, Management, Analysis, Product Development
Education
Ryerson University 2007 — 2008
Masters, Business Administration
Western University 1998 — 2002
BHSc, Health Science
Princess Elizabeth Public School 1985 — 1988
Franklin Templeton Investments 2013 - Present
Lion's Circle Real Estate Investment Group October 2011 - Present
ZelenTech Inc. December 2008 - June 2012
Nielsen 2008 - May 2011
Ted Rogers School of Management 2008 - 2008
Citigroup 2006 - 2007
Citigroup 2005 - 2006
Unisen 2003 - 2005
Skills
Entrepreneurship, Marketing, Analytics, Strategy, CRM, Business Planning, Start-ups, Segmentation, Brand Management, Market Research, Marketing Research, Business Analysis, Business Strategy, Leadership, Commercial Real Estate, Management, Analysis, Product Development
Education
Ryerson University 2007 — 2008
Masters, Business Administration
Western University 1998 — 2002
BHSc, Health Science
Princess Elizabeth Public School 1985 — 1988
Fahad Mohyuddin Fahad Mohyuddin's Franklin Templeton Investments Experience January 2007 - May 2008
Job Healthcare IT Executive/EMR/eHealth Strategy/eClaim
Industry Information Technology and Services
Experience
Healthcare/EMR Consulting Group November 2009 - Present
iTack Solutions January 2009 - Present
Baseline Management Company, Inc. July 2007 - May 2009
GHX Europe November 2008 - January 2009
HealthPartners August 2008 - December 2008
4W Technologies, Inc June 2004 - December 2008
Franklin Templeton Investments January 2007 - May 2008
Stroock & Stroock & Lavan LLP May 2006 - September 2006
Boiron January 2006 - May 2006
Robert Morris University August 2002 - December 2003
Skills
eHealth, Healthcare Information..., Big Data, Healthcare Analytics, Business Intelligence, EHR, Healthcare Reimbursement, Healthcare, Health Information..., Healthcare Information..., Team Leadership, EMR, Business Process..., Informatics, Healthcare IT, Security, HL7, Project Management, Medical Coding, Healthcare Management, Solution Architecture, Revenue Cycle, Consulting, Medical Billing, Public Health Policy, Physician Billing, Medical Records, Medical Terminology, Oracle, IT Governance, Health Policy, Disaster Recovery, IT Strategy, Healthcare Consulting, Enterprise Software, Medical Imaging, Mobile Technology, Technology Integration, Integration
Education
Robert Morris University 2001 — 2003
MS, IIS - Internet Information Systems, 3.93
Riverhead Corporation, Inc. 2001 — 2001
Network+ Certified Professional, Network Security
Healthcare/EMR Consulting Group November 2009 - Present
iTack Solutions January 2009 - Present
Baseline Management Company, Inc. July 2007 - May 2009
GHX Europe November 2008 - January 2009
HealthPartners August 2008 - December 2008
4W Technologies, Inc June 2004 - December 2008
Franklin Templeton Investments January 2007 - May 2008
Stroock & Stroock & Lavan LLP May 2006 - September 2006
Boiron January 2006 - May 2006
Robert Morris University August 2002 - December 2003
Skills
eHealth, Healthcare Information..., Big Data, Healthcare Analytics, Business Intelligence, EHR, Healthcare Reimbursement, Healthcare, Health Information..., Healthcare Information..., Team Leadership, EMR, Business Process..., Informatics, Healthcare IT, Security, HL7, Project Management, Medical Coding, Healthcare Management, Solution Architecture, Revenue Cycle, Consulting, Medical Billing, Public Health Policy, Physician Billing, Medical Records, Medical Terminology, Oracle, IT Governance, Health Policy, Disaster Recovery, IT Strategy, Healthcare Consulting, Enterprise Software, Medical Imaging, Mobile Technology, Technology Integration, Integration
Education
Robert Morris University 2001 — 2003
MS, IIS - Internet Information Systems, 3.93
Riverhead Corporation, Inc. 2001 — 2001
Network+ Certified Professional, Network Security
Alex Sheppard's Franklin Templeton Investments Experience July 1998 - June 2002
Job Advisor at Financial Reserve
Industry Investment Management
Experience
Financial Reserve May 2009 - Present
The H-Group, Inc. March 2005 - April 2009
Arabella Securities June 2004 - January 2005
Franklin Templeton Investments July 1998 - June 2002
Skills
Personal Financial..., Investment Advisory, Permanent Life Insurance, Term Life Insurance, Portfolio Management
Education
The University of Texas at Austin 2002 — 2004
MBA
The University of Texas at Austin - Red McCombs School of Business 2002 — 2004
MBA
Pomona College 1994 — 1998
BA
Churchill High School 1989 — 1993
Financial Reserve May 2009 - Present
The H-Group, Inc. March 2005 - April 2009
Arabella Securities June 2004 - January 2005
Franklin Templeton Investments July 1998 - June 2002
Skills
Personal Financial..., Investment Advisory, Permanent Life Insurance, Term Life Insurance, Portfolio Management
Education
The University of Texas at Austin 2002 — 2004
MBA
The University of Texas at Austin - Red McCombs School of Business 2002 — 2004
MBA
Pomona College 1994 — 1998
BA
Churchill High School 1989 — 1993
Peter Kohli Peter Kohli's Franklin Templeton Investments Experience June 2012 - August 2012
Job Application Engineer at G2 FinTech
Industry Financial Services
Experience
G2 FinTech July 2013 - Present
Wellesley Books October 2010 - June 2013
Pomona College August 2009 - May 2013
Franklin Templeton Investments June 2012 - August 2012
'47 Brand February 2005 - August 2011
Skills
Data Analysis, Microsoft Office, Stata, PowerPoint, Java, LaTeX, SQL, Git, Unix, SSRS, QA Engineering, Mathematical Modeling, RSL, RDL
Education
Pomona College 2009 — 2013
Bachelor of Arts (B.A.), Applied Mathematics
Roxbury Latin 2005 — 2009
G2 FinTech July 2013 - Present
Wellesley Books October 2010 - June 2013
Pomona College August 2009 - May 2013
Franklin Templeton Investments June 2012 - August 2012
'47 Brand February 2005 - August 2011
Skills
Data Analysis, Microsoft Office, Stata, PowerPoint, Java, LaTeX, SQL, Git, Unix, SSRS, QA Engineering, Mathematical Modeling, RSL, RDL
Education
Pomona College 2009 — 2013
Bachelor of Arts (B.A.), Applied Mathematics
Roxbury Latin 2005 — 2009
Kevin Lund Kevin Lund's Franklin Templeton Investments Experience June 2015 - August 2015
Job Senior, University of Arizona '16
Industry Higher Education
Experience
Franklin Templeton Investments June 2015 - August 2015
All About Parking June 2014 - July 2015
Nordstrom June 2014 - January 2015
Emerald Packaging, Inc. June 2013 - August 2013
Mercy High School May 2013 - August 2013
Father Woody Project September 2012 - December 2012
Prime Time Paper March 2012 - July 2012
Precision Parking, San Carlos, CA September 2011 - June 2012
Tierra Linda Middle School November 2011 - February 2012
Serra Summer Camp June 2010 - July 2011
Skills
Team Leadership, Teamwork, Sports, Customer Service, Project Planning, Time Management, English, Leadership, Social Media, Networking, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Marketing, Research, Social Media Marketing, Sales
Education
University of Arizona 2013 — 2016
Political Science and Government; minor in Business Administration
Regis University 2012 — 2013
Business
Junipero Serra High School 2008 — 2012
High School Diploma
Franklin Templeton Investments June 2015 - August 2015
All About Parking June 2014 - July 2015
Nordstrom June 2014 - January 2015
Emerald Packaging, Inc. June 2013 - August 2013
Mercy High School May 2013 - August 2013
Father Woody Project September 2012 - December 2012
Prime Time Paper March 2012 - July 2012
Precision Parking, San Carlos, CA September 2011 - June 2012
Tierra Linda Middle School November 2011 - February 2012
Serra Summer Camp June 2010 - July 2011
Skills
Team Leadership, Teamwork, Sports, Customer Service, Project Planning, Time Management, English, Leadership, Social Media, Networking, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Marketing, Research, Social Media Marketing, Sales
Education
University of Arizona 2013 — 2016
Political Science and Government; minor in Business Administration
Regis University 2012 — 2013
Business
Junipero Serra High School 2008 — 2012
High School Diploma
Asi Shoshan Asi Shoshan's Franklin Templeton Investments Experience September 2005 - May 2007
Job Web Developer at Wiredbase
Industry Internet
Experience
Wiredbase June 2011 - Present
Gomes Professional Corporation March 2013 - Present
GS Investments Inc. June 2007 - April 2013
Franklin Templeton Investments September 2005 - May 2007
Invesco June 2003 - April 2005
Wanie & Co., Chartered Accountants September 2000 - May 2003
Skills
Asset Managment, Investments, Financial Analysis, Finance, Budgets, Investment Management, Business Strategy, Equities, Commercial Real Estate, Customer Service, Portfolio Management
Education
Ryerson University
Accounting and Finance
Wiredbase June 2011 - Present
Gomes Professional Corporation March 2013 - Present
GS Investments Inc. June 2007 - April 2013
Franklin Templeton Investments September 2005 - May 2007
Invesco June 2003 - April 2005
Wanie & Co., Chartered Accountants September 2000 - May 2003
Skills
Asset Managment, Investments, Financial Analysis, Finance, Budgets, Investment Management, Business Strategy, Equities, Commercial Real Estate, Customer Service, Portfolio Management
Education
Ryerson University
Accounting and Finance
George Alexander III George Alexander III's Franklin Templeton Investments Experience May 2007 - May 2012
Job IT Engineer
Industry Computer & Network Security
Experience
Accela September 2013 - Present
Alexander SMB Solutions, LLC October 2009 - June 2014
Bonneville Power Administration April 2013 - September 2013
St. Charles Health Systems October 2012 - April 2013
Goldman Sachs May 2012 - October 2012
Franklin Templeton Investments May 2007 - May 2012
American Family Insurance February 2007 - May 2007
O.co August 2006 - January 2007
Unisys June 2005 - August 2006
Skills
Active Directory, Windows Server, Microsoft Exchange, System Administration, VMware, Windows, Technical Support, Servers, Network Administration, Windows 7, ITIL, Troubleshooting, IT Operations, Data Center, HP, Customer Service, VBScript, Microsoft Technologies, IT Management, IT Service Management, Microsoft SQL Server, Account Management, Access, Incident Management, .NET, Backup Exec, OS X, Change Management, Scripting, Visual Basic, Excel, Access Management, Windows Server 2003, Windows Server 2008, Visual Studio, Visual C#, Systems Management, VB.NET, MCDST, PCI DSS, PCI Standards, IT Security Best...
Education
Portland Community College 2013 — 2015
Associate of Arts and Sciences (A.A.S.), Computer and Information Sciences, General
Accela September 2013 - Present
Alexander SMB Solutions, LLC October 2009 - June 2014
Bonneville Power Administration April 2013 - September 2013
St. Charles Health Systems October 2012 - April 2013
Goldman Sachs May 2012 - October 2012
Franklin Templeton Investments May 2007 - May 2012
American Family Insurance February 2007 - May 2007
O.co August 2006 - January 2007
Unisys June 2005 - August 2006
Skills
Active Directory, Windows Server, Microsoft Exchange, System Administration, VMware, Windows, Technical Support, Servers, Network Administration, Windows 7, ITIL, Troubleshooting, IT Operations, Data Center, HP, Customer Service, VBScript, Microsoft Technologies, IT Management, IT Service Management, Microsoft SQL Server, Account Management, Access, Incident Management, .NET, Backup Exec, OS X, Change Management, Scripting, Visual Basic, Excel, Access Management, Windows Server 2003, Windows Server 2008, Visual Studio, Visual C#, Systems Management, VB.NET, MCDST, PCI DSS, PCI Standards, IT Security Best...
Education
Portland Community College 2013 — 2015
Associate of Arts and Sciences (A.A.S.), Computer and Information Sciences, General
Joy Stevenson Joy Stevenson's Franklin Templeton Investments Experience 1998 - 2000
Job Chief Financial Officer at Office of the Public Guardian and Trustee
Industry Government Administration
Experience
Office of the Public Guardian and Trustee April 2012 - Present
Ministry of Health and Long-Term Care 2008 - April 2012
Jameson International Foreign Exchange 2000 - 2007
Franklin Templeton Investments 1998 - 2000
Bank of Montreal 1990 - 1998
Price Waterhouse Coopers 1985 - 1990
Skills
Financial Reporting, Risk Management, Change Management, Forecasting, Policy, Internal Audit, Management Consulting, Internal Controls, Financial Analysis, Governance, Program Management, Managerial Finance, Auditing, Business Process..., Finance, Enterprise Risk..., Analysis, Financial Risk, Accounting, Financial Modeling, Financial Accounting, Variance Analysis, Strategic Financial..., Due Diligence
Education
Chartered Accountant (CA), Chartered Financial Analyst (CFA), Certified Fraud Examiner (CFE) 2011 — 2011
Certified Fraud Examiner
CFE, Fraud, Investigations
Chartered Financial Analyst 2001 — 2001
Chartered Accountant 1987 — 1987
CA
Ryerson University 1981 — 1985
BBM
Office of the Public Guardian and Trustee April 2012 - Present
Ministry of Health and Long-Term Care 2008 - April 2012
Jameson International Foreign Exchange 2000 - 2007
Franklin Templeton Investments 1998 - 2000
Bank of Montreal 1990 - 1998
Price Waterhouse Coopers 1985 - 1990
Skills
Financial Reporting, Risk Management, Change Management, Forecasting, Policy, Internal Audit, Management Consulting, Internal Controls, Financial Analysis, Governance, Program Management, Managerial Finance, Auditing, Business Process..., Finance, Enterprise Risk..., Analysis, Financial Risk, Accounting, Financial Modeling, Financial Accounting, Variance Analysis, Strategic Financial..., Due Diligence
Education
Chartered Accountant (CA), Chartered Financial Analyst (CFA), Certified Fraud Examiner (CFE) 2011 — 2011
Certified Fraud Examiner
CFE, Fraud, Investigations
Chartered Financial Analyst 2001 — 2001
Chartered Accountant 1987 — 1987
CA
Ryerson University 1981 — 1985
BBM
Laura Cullinane Laura Cullinane's Franklin Templeton Investments Experience 2004 - 2005
Job Manager at EY
Industry Financial Services
Experience
EY May 2014 - Present
EY October 2013 - Present
Ernst & Young December 2012 - October 2013
Trinity College Dublin September 2011 - November 2012
Securities America January 2006 - September 2011
Stone and Youngberg, LLC 2005 - 2006
Franklin Templeton Investments 2004 - 2005
Citicorp Investment Services 2003 - 2004
Marshall and Ilsley 2002 - 2003
Skills
Series 7, Series 24, Series 66, Registered Principal, Uniform Combined State..., AML, Due Diligence, Risk Management, Internal Audit, External Audit, Securities Regulation, Registered Investment..., Broker-Dealer, Retail Banking, Mutual Funds, Bloomberg, Compliance Regulations, Investments, Fixed Income, Finance, Financial Advisory
Education
Trinity College, Dublin 2011 — 2012
MBA
Ripon College 1998 — 2002
B.A., Business and History
EY May 2014 - Present
EY October 2013 - Present
Ernst & Young December 2012 - October 2013
Trinity College Dublin September 2011 - November 2012
Securities America January 2006 - September 2011
Stone and Youngberg, LLC 2005 - 2006
Franklin Templeton Investments 2004 - 2005
Citicorp Investment Services 2003 - 2004
Marshall and Ilsley 2002 - 2003
Skills
Series 7, Series 24, Series 66, Registered Principal, Uniform Combined State..., AML, Due Diligence, Risk Management, Internal Audit, External Audit, Securities Regulation, Registered Investment..., Broker-Dealer, Retail Banking, Mutual Funds, Bloomberg, Compliance Regulations, Investments, Fixed Income, Finance, Financial Advisory
Education
Trinity College, Dublin 2011 — 2012
MBA
Ripon College 1998 — 2002
B.A., Business and History
Cindy Sweeney Cindy Sweeney's Franklin Templeton Investments Experience 1998 - 2009
Job Analyst
Industry Investment Management
Experience
Pennington Financial Group September 2011 - Present
Franklin Templeton Investments 1998 - 2009
Education
Penn State University 2008 — 2009
Certification, Geographical Information Systems
William Jessup University 2003 — 2006
BS, Management & Ethics
Sierra College 1994 — 1999
AA, Computer Integrated Electronics
Pennington Financial Group September 2011 - Present
Franklin Templeton Investments 1998 - 2009
Education
Penn State University 2008 — 2009
Certification, Geographical Information Systems
William Jessup University 2003 — 2006
BS, Management & Ethics
Sierra College 1994 — 1999
AA, Computer Integrated Electronics
Mariam Shahid's Franklin Templeton Investments Experience January 2007 - May 2007
Job Consultant at RBC Royal Bank, Cofounder & Creative Director at iKIDSWORLD
Industry Insurance
Experience
RBC Royal Bank February 2011 - Present
iKIDSWORLD November 2010 - Present
Aviva Canada July 2007 - December 2010
Franklin Templeton Investments January 2007 - May 2007
Ryerson University August 2004 - March 2005
Skills
HRIS, Learning Management..., SAP, PeopleSoft, Articulate Studio, Process Improvement, Recruiting, Vendor Management, E-Learning, Business Analysis, Instructional Design, Organizational..., Employee Engagement, Program Management, Project Management, Visio, Coaching, Change Management, Organizational..., SharePoint, Performance Management, Team Leadership, Leadership Development, Access, Analysis, Budgets, Business Intelligence, Business Process..., Business Strategy, Customer Service, Dreamweaver, Employee Benefits, Employee Relations, Employee Training, Human Resources, Leadership, Learning Management, MS Project, Management, Management Consulting, Organizational Design, Personnel Management, Project Planning, Requirements Analysis, Risk Management, SDLC, Software Documentation, Strategic Planning, Succession Planning, Talent Acquisition
Education
Ryerson University 2002 — 2006
B.Comm, Information Technology Management
RBC Royal Bank February 2011 - Present
iKIDSWORLD November 2010 - Present
Aviva Canada July 2007 - December 2010
Franklin Templeton Investments January 2007 - May 2007
Ryerson University August 2004 - March 2005
Skills
HRIS, Learning Management..., SAP, PeopleSoft, Articulate Studio, Process Improvement, Recruiting, Vendor Management, E-Learning, Business Analysis, Instructional Design, Organizational..., Employee Engagement, Program Management, Project Management, Visio, Coaching, Change Management, Organizational..., SharePoint, Performance Management, Team Leadership, Leadership Development, Access, Analysis, Budgets, Business Intelligence, Business Process..., Business Strategy, Customer Service, Dreamweaver, Employee Benefits, Employee Relations, Employee Training, Human Resources, Leadership, Learning Management, MS Project, Management, Management Consulting, Organizational Design, Personnel Management, Project Planning, Requirements Analysis, Risk Management, SDLC, Software Documentation, Strategic Planning, Succession Planning, Talent Acquisition
Education
Ryerson University 2002 — 2006
B.Comm, Information Technology Management
Patricia Hewton-Yates Patricia Hewton-Yates's Franklin Templeton Investments Experience 1986 - 1994
Job Senior Project Manager at L&T Infotech
Industry Information Technology and Services
Experience
L&T Infotech July 2013 - Present
Durham College March 2013 - July 2013
Durham College January 2011 - March 2012
IFDS 2001 - 2009
Heritage Education Funds 2001 - 2002
COGNICASE ONTARIO INC. 1999 - 2001
CIBC Wealth Management 1994 - 1999
Franklin Templeton Investments 1986 - 1994
Skills
Business Analysis, Clarity, PMO, Change Management, Business Process..., Project Management, PMP, Data Conversion, New Client..., Mutual Funds, SDLC, Vendor Management, Program Management, Governance, Leadership, Business Process, Business Requirements, Financial Services, Requirements Gathering, Resource Management, Management, Software Project..., IT Strategy, Requirements Analysis, Project Delivery
Education
Project Management Institute 2010 — 2010
PMP
Ryerson University 1989 — 1992
Certificate in Office and Information Systems, Business and Information Systems
Canadian Securities Institute 1988 — 1989
Canadian Securities Course and Canadian Investment Finance Part I
L&T Infotech July 2013 - Present
Durham College March 2013 - July 2013
Durham College January 2011 - March 2012
IFDS 2001 - 2009
Heritage Education Funds 2001 - 2002
COGNICASE ONTARIO INC. 1999 - 2001
CIBC Wealth Management 1994 - 1999
Franklin Templeton Investments 1986 - 1994
Skills
Business Analysis, Clarity, PMO, Change Management, Business Process..., Project Management, PMP, Data Conversion, New Client..., Mutual Funds, SDLC, Vendor Management, Program Management, Governance, Leadership, Business Process, Business Requirements, Financial Services, Requirements Gathering, Resource Management, Management, Software Project..., IT Strategy, Requirements Analysis, Project Delivery
Education
Project Management Institute 2010 — 2010
PMP
Ryerson University 1989 — 1992
Certificate in Office and Information Systems, Business and Information Systems
Canadian Securities Institute 1988 — 1989
Canadian Securities Course and Canadian Investment Finance Part I
Connie Nieva Connie Nieva's Franklin Templeton Investments Experience February 2001 - Present
Job IT Manager at Franklin Templeton
Industry Financial Services
Experience
Franklin Templeton Investments February 2001 - Present
Cotelligent February 1997 - January 2001
Triton Container 1997 - 2001
Cytronics International, Inc. (Makati, Philippines) March 1994 - February 1997
Skills
Data Warehousing, SDLC, Databases, SQL, Unix, Business Analysis, Requirements Analysis, Software Project..., Business Intelligence, Vendor Management, Disaster Recovery, Enterprise Architecture, Testing, Sybase, Business Process, Database Administration, Performance Tuning, Integration, Cloud Computing, Data Modeling, IT Service Management
Education
Polytechnic University of the Philippines 1990 — 1994
Bachelor in Information Technology (BIT), Information Technology
Franklin Templeton Investments February 2001 - Present
Cotelligent February 1997 - January 2001
Triton Container 1997 - 2001
Cytronics International, Inc. (Makati, Philippines) March 1994 - February 1997
Skills
Data Warehousing, SDLC, Databases, SQL, Unix, Business Analysis, Requirements Analysis, Software Project..., Business Intelligence, Vendor Management, Disaster Recovery, Enterprise Architecture, Testing, Sybase, Business Process, Database Administration, Performance Tuning, Integration, Cloud Computing, Data Modeling, IT Service Management
Education
Polytechnic University of the Philippines 1990 — 1994
Bachelor in Information Technology (BIT), Information Technology
Michelle Belsky Michelle Belsky's Franklin Templeton Investments Experience 2006 - 2007
Job Photographer, Freelance at Mishelsky.com
Industry Photography
Experience
Magnolia Studios March 2010 - Present
Mishelsky.com January 2010 - Present
Franklin Templeton Investments 2006 - 2007
Epic Capital Wealth Management 2004 - 2004
Skills
Portrait Photography, Commercial Photography, Photography, Portraits, Event Photography, Wedding Photography, Digital Photography, Fine Art Photography, Headshots, Fashion Photography, Photojournalism, Photoshop, Studio Photography, Weddings, Lightroom
Education
Ryerson University 2002 — 2006
Bachelor of Commerce (B.Com.), Corporate Finance
Magnolia Studios March 2010 - Present
Mishelsky.com January 2010 - Present
Franklin Templeton Investments 2006 - 2007
Epic Capital Wealth Management 2004 - 2004
Skills
Portrait Photography, Commercial Photography, Photography, Portraits, Event Photography, Wedding Photography, Digital Photography, Fine Art Photography, Headshots, Fashion Photography, Photojournalism, Photoshop, Studio Photography, Weddings, Lightroom
Education
Ryerson University 2002 — 2006
Bachelor of Commerce (B.Com.), Corporate Finance
Josh Kester Josh Kester's Franklin Templeton Investments Experience 2003 - 2008
Job
Industry Mining & Metals
Experience
Barrick Gold Corporation 2010 - 2015
AGF Management Limited 2008 - 2010
Franklin Templeton Investments 2003 - 2008
Franklin Templeton Investments 2003 - 2005
Thomson Reuters 2000 - 2003
Noranda 1999 - 2000
Skills
Strategy, Program Management, Risk Management, Management Consulting, Business Transformation, Strategic Planning, Business Transformation..., Global Transformation, Finance Transformation, Financial Performance..., Financial Operations, Financial Policies &..., Controllership Functions, Compliance Reporting, Project Planning, Business Intelligence, Business Analysis, Consulting, Management, Leadership, Change Management, Business Process..., Financial Analysis, Mergers & Acquisitions
Education
Queen's University 1994 — 1999
B.A.
Queen's University 1994 — 1998
Bachelor of Science Honours
Upper Canada College 1987 — 1994
OSSHD
Barrick Gold Corporation 2010 - 2015
AGF Management Limited 2008 - 2010
Franklin Templeton Investments 2003 - 2008
Franklin Templeton Investments 2003 - 2005
Thomson Reuters 2000 - 2003
Noranda 1999 - 2000
Skills
Strategy, Program Management, Risk Management, Management Consulting, Business Transformation, Strategic Planning, Business Transformation..., Global Transformation, Finance Transformation, Financial Performance..., Financial Operations, Financial Policies &..., Controllership Functions, Compliance Reporting, Project Planning, Business Intelligence, Business Analysis, Consulting, Management, Leadership, Change Management, Business Process..., Financial Analysis, Mergers & Acquisitions
Education
Queen's University 1994 — 1999
B.A.
Queen's University 1994 — 1998
Bachelor of Science Honours
Upper Canada College 1987 — 1994
OSSHD
Hilary Carter Hilary Carter's Franklin Templeton Investments Experience May 1998 - February 1999
Job Digital & Social Media Consultant & Founder, InTune Communications
Industry Management Consulting
Experience
InTune Communications February 2013 - Present
DK Consultancy April 2004 - March 2014
UBS Bank (Canada) February 1999 - February 2004
Franklin Templeton Investments May 1998 - February 1999
RBC Dominion Securities September 1996 - September 1997
Education
London School of Economics and Political Science 1996 — 1997
MSc, Management
Queen's University 1991 — 1995
B.A.H., Political Studies
InTune Communications February 2013 - Present
DK Consultancy April 2004 - March 2014
UBS Bank (Canada) February 1999 - February 2004
Franklin Templeton Investments May 1998 - February 1999
RBC Dominion Securities September 1996 - September 1997
Education
London School of Economics and Political Science 1996 — 1997
MSc, Management
Queen's University 1991 — 1995
B.A.H., Political Studies
Jonathan Brody, CFA's Franklin Templeton Investments Experience 1997 - November 1999
Job Senior Vice President at Strategic Investment Solutions
Industry Financial Services
Experience
Strategic Investment Solutions July 2003 - Present
mPower Advisors (Acquired by Morningstar) November 1999 - January 2003
Franklin Templeton Investments 1997 - November 1999
Education
The Johns Hopkins University
Doctor of Philosophy (Ph.D.), Philosophy
The Johns Hopkins University
Master of Arts (MA), Philosophy
Reed College
Bachelor of Arts (B.A.), Philosophy
Strategic Investment Solutions July 2003 - Present
mPower Advisors (Acquired by Morningstar) November 1999 - January 2003
Franklin Templeton Investments 1997 - November 1999
Education
The Johns Hopkins University
Doctor of Philosophy (Ph.D.), Philosophy
The Johns Hopkins University
Master of Arts (MA), Philosophy
Reed College
Bachelor of Arts (B.A.), Philosophy
Anandaraj Boopathy Anandaraj Boopathy's Franklin Templeton Investments Experience July 2003 - September 2003
Job JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase March 2011 - Present
UBS August 2008 - March 2011
Metropolitan Life Insurance Company October 2005 - August 2008
Accenture Services October 2003 - October 2005
Franklin Templeton Investments July 2003 - September 2003
AIG May 2000 - June 2003
Skills
SDLC, Requirements Analysis, Business Analysis, Informatica, Data Warehousing, Software Project..., IT Strategy, SQL, Vendor Management, Risk Management, Agile Methodologies, Enterprise Architecture, ETL, SOA, Integration, Pentaho, Business Object
Education
Pondicherry University 1995 — 1999
B.Tech
JPMorgan Chase March 2011 - Present
UBS August 2008 - March 2011
Metropolitan Life Insurance Company October 2005 - August 2008
Accenture Services October 2003 - October 2005
Franklin Templeton Investments July 2003 - September 2003
AIG May 2000 - June 2003
Skills
SDLC, Requirements Analysis, Business Analysis, Informatica, Data Warehousing, Software Project..., IT Strategy, SQL, Vendor Management, Risk Management, Agile Methodologies, Enterprise Architecture, ETL, SOA, Integration, Pentaho, Business Object
Education
Pondicherry University 1995 — 1999
B.Tech
Jennifer Michaelsen Jennifer Michaelsen's Franklin Templeton Investments Experience 2010 - 2014
Job Financial Planner and Insurance Specialist
Industry Capital Markets
Experience
Undisclosed 2014 - Present
Franklin Templeton Investments 2010 - 2014
Morgan Stanley Smith Barney 2004 - 2010
Alan D. Biller & Associates 2002 - 2004
Kaspick & Company 2001 - 2002
Rorer Asset Management 1999 - 2000
Skills
Alternative Investments, Asset Managment, Asset Allocation, Portfolio Management, Investments, Hedge Funds, Mutual Funds, Fixed Income, Investment Management, Equities, Series 7, Separately Managed..., Investment Strategies, Investment Advisory, Series 63, Financial Advisory, Wealth Management, Asset Management, ETFs
Education
Rutgers University – Camden 1997 — 1999
BS, Finance and Accounting
Pope Paul VI High School
College Prep
Highland HS 1985 — 1987
College Prep
Undisclosed 2014 - Present
Franklin Templeton Investments 2010 - 2014
Morgan Stanley Smith Barney 2004 - 2010
Alan D. Biller & Associates 2002 - 2004
Kaspick & Company 2001 - 2002
Rorer Asset Management 1999 - 2000
Skills
Alternative Investments, Asset Managment, Asset Allocation, Portfolio Management, Investments, Hedge Funds, Mutual Funds, Fixed Income, Investment Management, Equities, Series 7, Separately Managed..., Investment Strategies, Investment Advisory, Series 63, Financial Advisory, Wealth Management, Asset Management, ETFs
Education
Rutgers University – Camden 1997 — 1999
BS, Finance and Accounting
Pope Paul VI High School
College Prep
Highland HS 1985 — 1987
College Prep
Connor McCaffrey's Franklin Templeton Investments Experience May 2015 - July 2015
Job PGA Assistant Professional at John's Island Club
Industry Sports
Experience
Franklin Templeton Investments May 2015 - July 2015
Wheatley Hills Golf Club May 2014 - November 2014
Pittsburgh Field Club May 2013 - November 2013
Southern Proper August 2012 - May 2013
Westhampton Country Club May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Golf Instruction, Customer Service, Event Planning, Marketing, Presentation Skills, Merchandise Planning, Budgeting, Sales Operations, Vendor Relationship..., PowerPoint, Golf Club Repair, Golf Fitness, Social Networking, Teamwork, Time Management, Social Media
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.)
Seneca Valley Senior High School 2006 — 2010
Franklin Templeton Investments May 2015 - July 2015
Wheatley Hills Golf Club May 2014 - November 2014
Pittsburgh Field Club May 2013 - November 2013
Southern Proper August 2012 - May 2013
Westhampton Country Club May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Golf Instruction, Customer Service, Event Planning, Marketing, Presentation Skills, Merchandise Planning, Budgeting, Sales Operations, Vendor Relationship..., PowerPoint, Golf Club Repair, Golf Fitness, Social Networking, Teamwork, Time Management, Social Media
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.)
Seneca Valley Senior High School 2006 — 2010
Danielle Valliere Danielle Valliere's Franklin Templeton Investments Experience April 2011 - July 2014
Job Senior Product Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2011 - July 2014
Franklin Templeton Investments January 2006 - April 2011
Kensington January 2003 - December 2004
Elance 2001 - 2002
IBM alphaWorks 2001 - 2001
Skills
Web Analytics, Business Analysis, Requirements Gathering, Requirements Analysis, Agile Methodologies, Project Management, Strategy, Product Management, Web Content Management, Management, CRM, Business Requirements, Business Process..., User Acceptance Testing, E-commerce, Project Delivery, Competive Analysis
Education
Rochester Institute of Technology 1996 — 2001
Bachelor of Science (BS), Information Technology
UC Berkeley Extension 2005 — 2005
Marketing/Marketing Management Classes General
Franklin Templeton Investments April 2011 - July 2014
Franklin Templeton Investments January 2006 - April 2011
Kensington January 2003 - December 2004
Elance 2001 - 2002
IBM alphaWorks 2001 - 2001
Skills
Web Analytics, Business Analysis, Requirements Gathering, Requirements Analysis, Agile Methodologies, Project Management, Strategy, Product Management, Web Content Management, Management, CRM, Business Requirements, Business Process..., User Acceptance Testing, E-commerce, Project Delivery, Competive Analysis
Education
Rochester Institute of Technology 1996 — 2001
Bachelor of Science (BS), Information Technology
UC Berkeley Extension 2005 — 2005
Marketing/Marketing Management Classes General
Ed Cox Ed Cox's Franklin Templeton Investments Experience 2004 - 2008
Job Captain, Falcon 900/BBJ at LONGTAIL AVIATION INTERNATIONAL
Industry Airlines/Aviation
Experience
LONGTAIL INTERNATIONAL AVIATION April 2013 - Present
Mirage Aviation October 2010 - April 2013
LONGTAIL AVIATION INTERNATIONAL (BERMUDA) November 2008 - October 2010
FRANKLIN TEMPLETON INVESTMENTS 2004 - 2008
KIRCHMAN CORPORATION 2002 - 2003
TEXACO INCORPORATED 1985 - 2002
Education
Sacred Heart University
BS, Business Administration
LONGTAIL INTERNATIONAL AVIATION April 2013 - Present
Mirage Aviation October 2010 - April 2013
LONGTAIL AVIATION INTERNATIONAL (BERMUDA) November 2008 - October 2010
FRANKLIN TEMPLETON INVESTMENTS 2004 - 2008
KIRCHMAN CORPORATION 2002 - 2003
TEXACO INCORPORATED 1985 - 2002
Education
Sacred Heart University
BS, Business Administration
Brigid Mellon Brigid Mellon's Franklin Templeton Investments Experience June 1998 - June 1999
Job Content Strategist, Content Strategy Manager, User Experience Leader
Industry Design
Experience
Wells Fargo June 2013 - Present
Wells Fargo June 2006 - June 2013
Wells Fargo June 2005 - June 2006
Wells Fargo June 2002 - June 2005
Wells Fargo June 1999 - June 2002
Franklin Templeton Investments June 1998 - June 1999
Random House, Simon & Schuster, Doubleday Publishers June 1991 - May 1997
Skills
Content Strategy, Online Content Creation, User-Centered Design..., Team Leadership, Creative Direction, Management, Workshop Facilitation, Writing, Editing, Mobile Communications, Web Standards, Transactional Banking, Search enging..., Relationship management, Content Management..., Creative Strategy, Creative Services, Creative Briefs, Online Marketing, Resource Development, Strategic Communications, CMS, User-centered Design, Editorial, User Experience, Marketing, Content Management, Content Development
Education
Pomona College
Bachelor of Arts (BA), English Literature, Cum Laude
Wells Fargo June 2013 - Present
Wells Fargo June 2006 - June 2013
Wells Fargo June 2005 - June 2006
Wells Fargo June 2002 - June 2005
Wells Fargo June 1999 - June 2002
Franklin Templeton Investments June 1998 - June 1999
Random House, Simon & Schuster, Doubleday Publishers June 1991 - May 1997
Skills
Content Strategy, Online Content Creation, User-Centered Design..., Team Leadership, Creative Direction, Management, Workshop Facilitation, Writing, Editing, Mobile Communications, Web Standards, Transactional Banking, Search enging..., Relationship management, Content Management..., Creative Strategy, Creative Services, Creative Briefs, Online Marketing, Resource Development, Strategic Communications, CMS, User-centered Design, Editorial, User Experience, Marketing, Content Management, Content Development
Education
Pomona College
Bachelor of Arts (BA), English Literature, Cum Laude
Isaac Salem's Franklin Templeton Investments Experience August 2006 - July 2011
Job Consultant at World Bank Group
Industry Investment Management
Experience
World Bank Group August 2014 - Present
57 Stars LLC June 2013 - August 2013
U.S. Department of the Treasury February 2013 - May 2013
Overseas Private Investment Corporation June 2012 - August 2012
Franklin Templeton Investments August 2006 - July 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Public Speaking, Teamwork, Windows, English, Event Planning, Financial Analysis, Economics, Economic Modeling, International Economics, Financial Modeling, Economic Development
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2011 — 2014
Master of Arts (M.A.), International Relations and International Economics
University of Virginia - Darden Graduate School of Business Administration 2011 — 2014
Master of Business Administration (MBA)
Pomona College 2002 — 2006
World Bank Group August 2014 - Present
57 Stars LLC June 2013 - August 2013
U.S. Department of the Treasury February 2013 - May 2013
Overseas Private Investment Corporation June 2012 - August 2012
Franklin Templeton Investments August 2006 - July 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Public Speaking, Teamwork, Windows, English, Event Planning, Financial Analysis, Economics, Economic Modeling, International Economics, Financial Modeling, Economic Development
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2011 — 2014
Master of Arts (M.A.), International Relations and International Economics
University of Virginia - Darden Graduate School of Business Administration 2011 — 2014
Master of Business Administration (MBA)
Pomona College 2002 — 2006
Stephen May, CIMA®'s Franklin Templeton Investments Experience June 2008 - October 2013
Job Regional Vice President at American Funds
Industry Financial Services
Experience
American Funds November 2013 - Present
Franklin Templeton Investments June 2008 - October 2013
Lord, Abbett & Co. LLC April 2005 - May 2008
Quick & Reilly June 1998 - March 2005
Skills
Equities, Fixed Income, Portfolio Management, Investments, Asset Management, Hedge Funds, Series 7, Capital Markets, Alternative Investments, Wealth Management, Financial Services, Bloomberg, Securities, Derivatives, Mutual Funds
Education
St. Bonaventure University 1994 — 1998
Bachelor of Science (B.S.), Business
Canisius High School 1990 — 1994
American Funds November 2013 - Present
Franklin Templeton Investments June 2008 - October 2013
Lord, Abbett & Co. LLC April 2005 - May 2008
Quick & Reilly June 1998 - March 2005
Skills
Equities, Fixed Income, Portfolio Management, Investments, Asset Management, Hedge Funds, Series 7, Capital Markets, Alternative Investments, Wealth Management, Financial Services, Bloomberg, Securities, Derivatives, Mutual Funds
Education
St. Bonaventure University 1994 — 1998
Bachelor of Science (B.S.), Business
Canisius High School 1990 — 1994
Brian Hylander Brian Hylander's Franklin Templeton Investments Experience April 1996 - May 2000
Job Assistant General Counsel at The AES Corporation (US Market)
Industry Legal Services
Experience
The AES Corporation (US Market) April 2015 - Present
Taft Stettinius & Hollister LLP July 2012 - April 2015
DPL Inc. November 2007 - June 2012
Taft Stettinius & Hollister LLP September 2003 - November 2007
Franklin Templeton Investments April 1996 - May 2000
Skills
Corporate Law, Mergers, Risk Management, Mergers & Acquisitions, Corporate Governance, Commercial Litigation, Securities, Joint Ventures, Litigation, Finance, Legal Research, Legal Writing, Legal Compliance, Due Diligence, Investments, Contract Law, Civil Litigation, Contract Negotiation
Education
University of Michigan Law School 2000 — 2003
JD, Law
Providence College 1991 — 1995
BA, Economics
The AES Corporation (US Market) April 2015 - Present
Taft Stettinius & Hollister LLP July 2012 - April 2015
DPL Inc. November 2007 - June 2012
Taft Stettinius & Hollister LLP September 2003 - November 2007
Franklin Templeton Investments April 1996 - May 2000
Skills
Corporate Law, Mergers, Risk Management, Mergers & Acquisitions, Corporate Governance, Commercial Litigation, Securities, Joint Ventures, Litigation, Finance, Legal Research, Legal Writing, Legal Compliance, Due Diligence, Investments, Contract Law, Civil Litigation, Contract Negotiation
Education
University of Michigan Law School 2000 — 2003
JD, Law
Providence College 1991 — 1995
BA, Economics
Sean Kessler Sean Kessler's Franklin Templeton Investments Experience July 2013 - July 2014
Job Sales & Trading at ED&F MAN Capital Markets Ltd
Industry Financial Services
Experience
ED&F MAN Capital Markets Ltd July 2014 - Present
Franklin Templeton Investments July 2013 - July 2014
Morgan Stanley Smith Barney May 2012 - August 2012
The Richman Group February 2012 - June 2012
MF Global June 2011 - August 2011
Best Buy February 2008 - August 2008
Skills
Finance, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Word, Microsoft Office, Teamwork, Accounting, Market Research, Customer Service, Outlook, Economics, Customer Satisfaction, series 3, Financial Analysis, Corporate Finance, Business Strategy, Valuation, Analysis
Education
John F. Welch College of Business 2012 — 2013
MBA, Finance, Graduate
Sacred Heart University 2008 — 2012
Bachelor of Science, Finance & Economics
John H Glenn
ED&F MAN Capital Markets Ltd July 2014 - Present
Franklin Templeton Investments July 2013 - July 2014
Morgan Stanley Smith Barney May 2012 - August 2012
The Richman Group February 2012 - June 2012
MF Global June 2011 - August 2011
Best Buy February 2008 - August 2008
Skills
Finance, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Word, Microsoft Office, Teamwork, Accounting, Market Research, Customer Service, Outlook, Economics, Customer Satisfaction, series 3, Financial Analysis, Corporate Finance, Business Strategy, Valuation, Analysis
Education
John F. Welch College of Business 2012 — 2013
MBA, Finance, Graduate
Sacred Heart University 2008 — 2012
Bachelor of Science, Finance & Economics
John H Glenn
Ankit Grover Ankit Grover's Franklin Templeton Investments Experience April 2013 - Present
Job Lead Software Engineer at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2013 - Present
BlackRock December 2009 - March 2013
Barclays Global Investors August 2008 - December 2009
Grand Pacific Resorts May 2006 - July 2008
Commonwealth Bank of Australia May 2005 - May 2006
Westpac 2003 - 2005
Skills
SDLC, Agile Methodologies, SQL, XML, Business Analysis, Software Development, Sybase, .NET, C#, Requirements Analysis, Microsoft SQL Server, Project Management, Unix, Java, Integration, Spring, SOA, Enterprise Architecture, Distributed Systems, UML, Java Enterprise Edition, Web Services
Education
UNSW Australia 2002 — 2004
Master, Technology Managment
Queensland University of Technology 1998 — 2001
Bachelor, Information Technology
Delhi Public School - Noida
Franklin Templeton Investments April 2013 - Present
BlackRock December 2009 - March 2013
Barclays Global Investors August 2008 - December 2009
Grand Pacific Resorts May 2006 - July 2008
Commonwealth Bank of Australia May 2005 - May 2006
Westpac 2003 - 2005
Skills
SDLC, Agile Methodologies, SQL, XML, Business Analysis, Software Development, Sybase, .NET, C#, Requirements Analysis, Microsoft SQL Server, Project Management, Unix, Java, Integration, Spring, SOA, Enterprise Architecture, Distributed Systems, UML, Java Enterprise Edition, Web Services
Education
UNSW Australia 2002 — 2004
Master, Technology Managment
Queensland University of Technology 1998 — 2001
Bachelor, Information Technology
Delhi Public School - Noida
Bill Rafferty's Franklin Templeton Investments Experience August 2003 - November 2003
Job Sr. Associate at Trademark Recruiting
Industry Staffing and Recruiting
Experience
Trademark Recruiting February 2005 - Present
Consultis December 2003 - September 2004
Franklin Templeton Investments August 2003 - November 2003
Kelly Engineering Resources November 2001 - August 2003
Decision Consultants January 2001 - October 2001
CDI August 1999 - December 2000
Express Personnel Services June 1997 - August 1999
Skills
Sourcing, Employee Relations, Technical Recruiting, Account Management, Customer Relations, Contract Negotiation, Interviewing, Talent Acquisition, Management, Customer Service, Interviews, Executive Search, Recruiting, Cold Calling, Process Improvement, SDLC, Human Resources, Temporary Placement, Applicant Tracking..., College Recruiting, Consulting, Internet Recruiting, Staffing Services, Onboarding, Screening Resumes, Information Technology, Talent Management, Vendor Management, Workforce Planning, Resume Writing, Resource Management, Employee Benefits, Performance Management, New Hire Orientations, Hiring, PeopleSoft, HRIS, Personnel Management, HR Consulting
Education
Purdue University 1991 — 1996
Bachelor of Science, Business Management
Culver Military Academy 1987 — 1991
College Prep
Trademark Recruiting February 2005 - Present
Consultis December 2003 - September 2004
Franklin Templeton Investments August 2003 - November 2003
Kelly Engineering Resources November 2001 - August 2003
Decision Consultants January 2001 - October 2001
CDI August 1999 - December 2000
Express Personnel Services June 1997 - August 1999
Skills
Sourcing, Employee Relations, Technical Recruiting, Account Management, Customer Relations, Contract Negotiation, Interviewing, Talent Acquisition, Management, Customer Service, Interviews, Executive Search, Recruiting, Cold Calling, Process Improvement, SDLC, Human Resources, Temporary Placement, Applicant Tracking..., College Recruiting, Consulting, Internet Recruiting, Staffing Services, Onboarding, Screening Resumes, Information Technology, Talent Management, Vendor Management, Workforce Planning, Resume Writing, Resource Management, Employee Benefits, Performance Management, New Hire Orientations, Hiring, PeopleSoft, HRIS, Personnel Management, HR Consulting
Education
Purdue University 1991 — 1996
Bachelor of Science, Business Management
Culver Military Academy 1987 — 1991
College Prep
John McComb John McComb's Franklin Templeton Investments Experience August 2006 - October 2007
Job Manager of Product Concepts at Manulife Financial
Industry Insurance
Experience
Manulife Mutual Funds October 2007 - Present
Franklin Templeton Investments August 2006 - October 2007
Franklin Templeton Investments June 2002 - August 2006
Skills
Mutual Funds, Wealth Management, Investments, Financial Services, Portfolio Management, Analysis, Equities, Finance, Product Marketing, Business Analysis, Relationship Management, Strategic Planning, Marketing Strategy, Marketing, Program Management, Financial Analysis, Strategic Financial..., Retirement Planning, Securities, Alternative Investments, Due Diligence, Financial Advisory, Account Management, Asset Management, Financial Planning
Education
Ryerson University
Bachelor of Commerce
Stirling University
Bachelor of Commerce, Student Exchange
Manulife Mutual Funds October 2007 - Present
Franklin Templeton Investments August 2006 - October 2007
Franklin Templeton Investments June 2002 - August 2006
Skills
Mutual Funds, Wealth Management, Investments, Financial Services, Portfolio Management, Analysis, Equities, Finance, Product Marketing, Business Analysis, Relationship Management, Strategic Planning, Marketing Strategy, Marketing, Program Management, Financial Analysis, Strategic Financial..., Retirement Planning, Securities, Alternative Investments, Due Diligence, Financial Advisory, Account Management, Asset Management, Financial Planning
Education
Ryerson University
Bachelor of Commerce
Stirling University
Bachelor of Commerce, Student Exchange
Elizabeth Peters's Franklin Templeton Investments Experience September 2013 - March 2014
Job Project Accountant at Stanford University
Industry Accounting
Experience
Stanford University March 2014 - Present
Franklin Templeton Investments September 2013 - March 2014
Apttus June 2013 - July 2013
Satmetrix Systems January 2008 - April 2013
Virgin America August 2007 - December 2007
eSignal 1990 - May 2007
Skills
General Ledger, Journal Entries, Payroll, Account Reconciliation, Fixed Assets, Accounts Payable, Financial Statements, Variance Analysis, Financial Analysis, Outlook, NetSuite, Accruals, Microsoft Excel, Budgets, ERP, Internal Controls, Cash Flow, Microsoft Word, Cash Flow Forecasting, Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Audits, Access, GAAP, Process Improvement, Internal Audit, Analysis, Forecasting, SEC filings
Education
College of San Mateo
Associate of Arts, Accounting
Purdue University
Stanford University March 2014 - Present
Franklin Templeton Investments September 2013 - March 2014
Apttus June 2013 - July 2013
Satmetrix Systems January 2008 - April 2013
Virgin America August 2007 - December 2007
eSignal 1990 - May 2007
Skills
General Ledger, Journal Entries, Payroll, Account Reconciliation, Fixed Assets, Accounts Payable, Financial Statements, Variance Analysis, Financial Analysis, Outlook, NetSuite, Accruals, Microsoft Excel, Budgets, ERP, Internal Controls, Cash Flow, Microsoft Word, Cash Flow Forecasting, Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Audits, Access, GAAP, Process Improvement, Internal Audit, Analysis, Forecasting, SEC filings
Education
College of San Mateo
Associate of Arts, Accounting
Purdue University
Marjorie Forrest Marjorie Forrest's Franklin Templeton Investments Experience May 2000 - November 2003
Job Experienced Operations/Office Manager
Industry Human Resources
Experience
Coldwell Banker Residential Brokerage April 2015 - Present
SLS School October 2006 - May 2014
WORNICK DAY SCHOOL September 2004 - August 2005
SAN MATEO AREA CHAMBER OF COMMERCE June 2004 - August 2004
Franklin Templeton Investments May 2000 - November 2003
ABARCA STAFFING CONSULTANTS, INC February 1999 - April 2000
MANAGEMENT RECRUITERS INTERNATIONAL, INC February 1995 - December 1998
Skills
Office Management, Operations Management, Microsoft Excel, Microsoft Word, Typing, Common Sense, Higher Education, High Sense Of Urgency, Humor, Multi Tasking, Recruiting, Newsletters, Building Relationships, Flexibility, Admissions, Confidentiality, Fundraising, Negotiation, Employee Benefits, Temporary Staffing, Interviews, Event Planning, New Hire Orientations, Time Management, Public Speaking, Applicant Tracking..., Temporary Placement, Resume Writing, Talent Acquisition, Editing, Sourcing, Talent Management, Personnel Management, Employee Engagement, Internet Recruiting, Screening Resumes, Executive Search, Screening, Cold Calling, Job Fairs, Onboarding, Contract Recruitment, Administrative..., Staffing Services, Social Networking, Hiring, Team-oriented, Sales
Education
Saint Bonaventure University 2003 — 2005
MBA, Marketing
Stony Brook University 1973 — 1977
BA, Sociology
Coldwell Banker Residential Brokerage April 2015 - Present
SLS School October 2006 - May 2014
WORNICK DAY SCHOOL September 2004 - August 2005
SAN MATEO AREA CHAMBER OF COMMERCE June 2004 - August 2004
Franklin Templeton Investments May 2000 - November 2003
ABARCA STAFFING CONSULTANTS, INC February 1999 - April 2000
MANAGEMENT RECRUITERS INTERNATIONAL, INC February 1995 - December 1998
Skills
Office Management, Operations Management, Microsoft Excel, Microsoft Word, Typing, Common Sense, Higher Education, High Sense Of Urgency, Humor, Multi Tasking, Recruiting, Newsletters, Building Relationships, Flexibility, Admissions, Confidentiality, Fundraising, Negotiation, Employee Benefits, Temporary Staffing, Interviews, Event Planning, New Hire Orientations, Time Management, Public Speaking, Applicant Tracking..., Temporary Placement, Resume Writing, Talent Acquisition, Editing, Sourcing, Talent Management, Personnel Management, Employee Engagement, Internet Recruiting, Screening Resumes, Executive Search, Screening, Cold Calling, Job Fairs, Onboarding, Contract Recruitment, Administrative..., Staffing Services, Social Networking, Hiring, Team-oriented, Sales
Education
Saint Bonaventure University 2003 — 2005
MBA, Marketing
Stony Brook University 1973 — 1977
BA, Sociology
Annie Rambharack's Franklin Templeton Investments Experience Sept 2000 — Nov 2015
Job NAV Analyst at Franklin Templeton Investments
Industry Financial Reporting and Analysis
Experience
Franklin Templeton Investments Sept 2000 — Nov 2015
Ontario Ministry of Education September 1998 — September 1999
Norton Rose Fulbright, LLP 2015 — 2017
Skills
Budgets, Business Planning, Fund Accounting, Portfolio Analysis, Financial Analysis, Financial Reporting, Trade Reconciliation, Mutual Funds, Project Management, Microsoft Excel, General Ledger, Compliance, Microsoft Office, Equities, Forward Contracts, MBS Securities, Investments, Portfolio Management, Corporate Finance, Bloomberg,
Education
Guelph Humber 2012 — 2014
Institute of Law Clerks of Ontario
Canadian Securities Institute 2005 — 2006
CSC
Ryerson University 2003 — 2005
Information Technology, Honors Student
York University 1996 — 2000
Bachelor of Arts (BA), Political Science
York University 2017 — 2020
Post Graduate Degree Accounting
Franklin Templeton Investments Sept 2000 — Nov 2015
Ontario Ministry of Education September 1998 — September 1999
Norton Rose Fulbright, LLP 2015 — 2017
Skills
Budgets, Business Planning, Fund Accounting, Portfolio Analysis, Financial Analysis, Financial Reporting, Trade Reconciliation, Mutual Funds, Project Management, Microsoft Excel, General Ledger, Compliance, Microsoft Office, Equities, Forward Contracts, MBS Securities, Investments, Portfolio Management, Corporate Finance, Bloomberg,
Education
Guelph Humber 2012 — 2014
Institute of Law Clerks of Ontario
Canadian Securities Institute 2005 — 2006
CSC
Ryerson University 2003 — 2005
Information Technology, Honors Student
York University 1996 — 2000
Bachelor of Arts (BA), Political Science
York University 2017 — 2020
Post Graduate Degree Accounting
Cory Tan's Franklin Templeton Investments Experience 2006 - 2008
Job Principal UX Designer at Intuit
Industry Design
Experience
Intuit April 2015 - Present
Interactive Design Consultant 2000 - Present
Intuit/Demandforce 2011 - April 2015
Shutterfly 2010 - 2011
Charles Schwab 2008 - 2010
Franklin Templeton Investments 2006 - 2008
FriendFinder Networks, Inc. 2005 - 2005
Computer Associates, Inc/Niku 2003 - 2005
NBC Internet 2000 - 2001
Skills
User Experience, Interaction Design, User Interface Design, Visual Design, Web Design, Art Direction, Creative Direction, Usability, Mobile Design, Concept Development, Graphic Design, Logo Design, User Experience Design, User Interface, Mobile Applications, Wireframes, Corporate Branding, Corporate Identity, Graphics, Information Architecture, Usability Design, Email Marketing, Flash, Dreamweaver, Experience Design, Usability Engineering, UI Design, InDesign, Illustrator, CSS, Web Development, Usability Testing, User-centered Design
Education
Rochester Institute of Technology
MFA, Design
Yale School of Management
Executive Education
Stanford University
Human-Computer Interaction Course
Google Analytics Academy
Certificate, Google Analytics Platform Principles
San Francisco State University
BA, Design
Intuit April 2015 - Present
Interactive Design Consultant 2000 - Present
Intuit/Demandforce 2011 - April 2015
Shutterfly 2010 - 2011
Charles Schwab 2008 - 2010
Franklin Templeton Investments 2006 - 2008
FriendFinder Networks, Inc. 2005 - 2005
Computer Associates, Inc/Niku 2003 - 2005
NBC Internet 2000 - 2001
Skills
User Experience, Interaction Design, User Interface Design, Visual Design, Web Design, Art Direction, Creative Direction, Usability, Mobile Design, Concept Development, Graphic Design, Logo Design, User Experience Design, User Interface, Mobile Applications, Wireframes, Corporate Branding, Corporate Identity, Graphics, Information Architecture, Usability Design, Email Marketing, Flash, Dreamweaver, Experience Design, Usability Engineering, UI Design, InDesign, Illustrator, CSS, Web Development, Usability Testing, User-centered Design
Education
Rochester Institute of Technology
MFA, Design
Yale School of Management
Executive Education
Stanford University
Human-Computer Interaction Course
Google Analytics Academy
Certificate, Google Analytics Platform Principles
San Francisco State University
BA, Design
Lori Marasco's Franklin Templeton Investments Experience October 1993 - November 1997
Job
Industry Financial Services
Experience
Citi November 2013 - Present
Citi July 2011 - November 2013
Acclaris June 2008 - July 2011
Acclaris September 2006 - June 2008
Ceridian November 2001 - September 2006
Citigroup June 2001 - November 2001
Citigroup July 1998 - June 2001
Adecco December 1995 - November 1997
Franklin Templeton Investments October 1993 - November 1997
California Pacific Medical Services Organization June 1992 - October 1993
Skills
Business Analysis, Process Improvement, Project Management, Risk Management, Operations Management, Vendor Management, Employee Benefits, Benefits Administration, Business Process..., Outsourcing, Training, Team Leadership, Account Management, Requirements Analysis, Coaching, Customer Service, Six Sigma, Call Centers, Requirements Gathering
Education
Purchase College, SUNY 1983 — 1987
Bachelors
Citi November 2013 - Present
Citi July 2011 - November 2013
Acclaris June 2008 - July 2011
Acclaris September 2006 - June 2008
Ceridian November 2001 - September 2006
Citigroup June 2001 - November 2001
Citigroup July 1998 - June 2001
Adecco December 1995 - November 1997
Franklin Templeton Investments October 1993 - November 1997
California Pacific Medical Services Organization June 1992 - October 1993
Skills
Business Analysis, Process Improvement, Project Management, Risk Management, Operations Management, Vendor Management, Employee Benefits, Benefits Administration, Business Process..., Outsourcing, Training, Team Leadership, Account Management, Requirements Analysis, Coaching, Customer Service, Six Sigma, Call Centers, Requirements Gathering
Education
Purchase College, SUNY 1983 — 1987
Bachelors
Seung Minn's Franklin Templeton Investments Experience January 1990 - June 1995
Job Private Investor
Industry Investment Management
Experience
Allianz Global Investors (formerly RCM) November 1998 - October 2013
Putnam Investments June 1995 - October 1998
Franklin Templeton Investments January 1990 - June 1995
Andersen Consulting August 1988 - December 1989
Skills
Portfolio Management, Mutual Funds, Equities, Asset Management, Asset Allocation, Strategy, Financial Modeling, Management, Asset Managment, Alternative Investments
Education
Princeton University 1984 — 1988
BSE
Allianz Global Investors (formerly RCM) November 1998 - October 2013
Putnam Investments June 1995 - October 1998
Franklin Templeton Investments January 1990 - June 1995
Andersen Consulting August 1988 - December 1989
Skills
Portfolio Management, Mutual Funds, Equities, Asset Management, Asset Allocation, Strategy, Financial Modeling, Management, Asset Managment, Alternative Investments
Education
Princeton University 1984 — 1988
BSE
Robert Mangrobang's Franklin Templeton Investments Experience February 2011 - April 2011
Job Lead UX designer at TIBCO Software Inc.
Industry Graphic Design
Experience
TIBCO Software Inc. July 2015 - Present
TIBCO Software Inc. August 2013 - July 2015
Netflix July 2012 - June 2013
Kensington August 2011 - March 2012
Walmart.com April 2011 - August 2011
kaliber design kommunication July 2007 - August 2011
Franklin Templeton Investments February 2011 - April 2011
Current TV October 2010 - November 2010
eBay August 2010 - October 2010
FanSnap November 2008 - February 2010
Skills
Art Direction, Graphic Design, Graphics, Banners, Visual, Logo Design, Advertising, Corporate Identity, User Interface Design, Creative Direction, Marketing, Creative Strategy, User Interface, User Experience, Photography, Visual Communication, Packaging, Animation, Typography, Interaction Design, Adobe Acrobat, Visual Design, Experience Design, Wireframes, Branding & Identity, Collateral, Layout, Adobe Creative Suite
Education
Rhode Island School of Design 2000 — 2002
MFA with Honors
San Jose State University 1989 — 1994
B.S.
TIBCO Software Inc. July 2015 - Present
TIBCO Software Inc. August 2013 - July 2015
Netflix July 2012 - June 2013
Kensington August 2011 - March 2012
Walmart.com April 2011 - August 2011
kaliber design kommunication July 2007 - August 2011
Franklin Templeton Investments February 2011 - April 2011
Current TV October 2010 - November 2010
eBay August 2010 - October 2010
FanSnap November 2008 - February 2010
Skills
Art Direction, Graphic Design, Graphics, Banners, Visual, Logo Design, Advertising, Corporate Identity, User Interface Design, Creative Direction, Marketing, Creative Strategy, User Interface, User Experience, Photography, Visual Communication, Packaging, Animation, Typography, Interaction Design, Adobe Acrobat, Visual Design, Experience Design, Wireframes, Branding & Identity, Collateral, Layout, Adobe Creative Suite
Education
Rhode Island School of Design 2000 — 2002
MFA with Honors
San Jose State University 1989 — 1994
B.S.
Matthew Stoulil's Franklin Templeton Investments Experience August 2007 - Present
Job at Fiduciary Trust Company International
Industry Financial Services
Experience
Fiduciary Trust Company International August 2007 - Present
Franklin Templeton Investments August 2007 - Present
Coty Prestige November 2006 - June 2007
Marge Casey + Associates January 2006 - October 2006
National Catholic Reporter June 2001 - August 2005
Skills
Marketing, Event Planning, Social Media, Microsoft Excel, Social Media Marketing, Strategic Planning, Microsoft Office, Public Speaking, Marketing Strategy
Education
Bishop Kelley High School
Diploma
Rockhurst University
BA, Business Communication
Fiduciary Trust Company International August 2007 - Present
Franklin Templeton Investments August 2007 - Present
Coty Prestige November 2006 - June 2007
Marge Casey + Associates January 2006 - October 2006
National Catholic Reporter June 2001 - August 2005
Skills
Marketing, Event Planning, Social Media, Microsoft Excel, Social Media Marketing, Strategic Planning, Microsoft Office, Public Speaking, Marketing Strategy
Education
Bishop Kelley High School
Diploma
Rockhurst University
BA, Business Communication
Dwight Lamppert's Franklin Templeton Investments Experience 2000 - Present
Job Senior Test Manager at Franklin Templeton
Industry Financial Services
Experience
Franklin Templeton Investments 2000 - Present
Franklin Templeton October 2000 - October 2010
Education
Purdue University 1966 — 1970
Franklin Templeton Investments 2000 - Present
Franklin Templeton October 2000 - October 2010
Education
Purdue University 1966 — 1970
Hellen Tam's Franklin Templeton Investments Experience January 2006 - February 2009
Job Experienced Project Management Professional
Industry Investment Management
Experience
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 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
Kim Pettigrew's Franklin Templeton Investments Experience May 1998 - May 2005
Job Communication Strategist II at Principal Funds
Industry Financial Services
Experience
Principal Funds Distributor, Inc. March 2011 - Present
Principal Funds Distributor, Inc. May 2005 - March 2011
Franklin Templeton Investments May 1998 - May 2005
Skills
Mutual Funds, Internal Communications, Corporate Communications, Strategic Communications, Marketing Communications, Investments, Strategic Planning, Financial Services, Marketing, Retirement Planning, Social Media, Email Marketing
Education
Sacramento City College
AS, Biology
Sacramento City College
AA, Social Science
Principal Funds Distributor, Inc. March 2011 - Present
Principal Funds Distributor, Inc. May 2005 - March 2011
Franklin Templeton Investments May 1998 - May 2005
Skills
Mutual Funds, Internal Communications, Corporate Communications, Strategic Communications, Marketing Communications, Investments, Strategic Planning, Financial Services, Marketing, Retirement Planning, Social Media, Email Marketing
Education
Sacramento City College
AS, Biology
Sacramento City College
AA, Social Science
awesta azme's Franklin Templeton Investments Experience August 2011 - Present
Job Business Analyst
Industry Investment Management
Experience
Franklin Templeton Investments August 2011 - Present
Benjamin Moore & Co. May 2007 - February 2011
Hewitt Associates May 2005 - May 2007
Education
Rutgers University
Franklin Templeton Investments August 2011 - Present
Benjamin Moore & Co. May 2007 - February 2011
Hewitt Associates May 2005 - May 2007
Education
Rutgers University
Bill Chisholm's Franklin Templeton Investments Experience January 2006 - June 2008
Job Regional Consultant, NJ & E.PA at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management April 2012 - Present
Deutsche Bank July 2008 - April 2012
Franklin Templeton Investments January 2006 - June 2008
Skills
Mutual Funds, Series 7, Series 63, Separately Managed..., Wealth Management, Asset Managment, Asset Management, Securities
Education
Penn State University 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Thornburg Investment Management April 2012 - Present
Deutsche Bank July 2008 - April 2012
Franklin Templeton Investments January 2006 - June 2008
Skills
Mutual Funds, Series 7, Series 63, Separately Managed..., Wealth Management, Asset Managment, Asset Management, Securities
Education
Penn State University 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Daniel Riaz's Franklin Templeton Investments Experience January 2011 - March 2012
Job User Acquisition & Growth
Industry Consumer Services
Experience
500 Startups July 2015 - Present
Multiple Startups July 2014 - Present
Lyft June 2013 - September 2014
Zynga March 2012 - June 2013
Franklin Templeton Investments January 2011 - March 2012
Ubisoft Entertainment August 2007 - November 2009
Skills
Mobile Marketing, Analytics, Product Marketing, Mobile Advertising, Digital Marketing, Mobile Devices, Online Advertising, Strategy, Marketing, Entrepreneurship, Marketing Strategy, Performance Based..., Business Development, Advertising, Branding & Identity, Consumer Products, Swift
Education
The London School of Economics and Political Science (LSE) 2006 — 2006
Decision Sciences
Rutgers University-New Brunswick 2001 — 2006
Bachelor of Arts, Economics
Sophia University 2003 — 2004
Japanese language
500 Startups July 2015 - Present
Multiple Startups July 2014 - Present
Lyft June 2013 - September 2014
Zynga March 2012 - June 2013
Franklin Templeton Investments January 2011 - March 2012
Ubisoft Entertainment August 2007 - November 2009
Skills
Mobile Marketing, Analytics, Product Marketing, Mobile Advertising, Digital Marketing, Mobile Devices, Online Advertising, Strategy, Marketing, Entrepreneurship, Marketing Strategy, Performance Based..., Business Development, Advertising, Branding & Identity, Consumer Products, Swift
Education
The London School of Economics and Political Science (LSE) 2006 — 2006
Decision Sciences
Rutgers University-New Brunswick 2001 — 2006
Bachelor of Arts, Economics
Sophia University 2003 — 2004
Japanese language
David Rosario's Franklin Templeton Investments Experience June 2008 - Present
Job VP, Financial Planning & Analysis Manager
Industry Financial Services
Experience
Franklin Templeton Investments June 2008 - Present
Merrill Lynch July 2006 - June 2008
Deutsche Bank July 2004 - July 2006
Christie’s Fine Art Auction House September 1999 - July 2004
Skills
Corporate Finance, Financial Planning, Financial Analysis, Management Reporting, Financial Reporting, Regulatory Reporting, Budgeting, Capital Budgeting, Budget Process, Forecasting, Variance Analysis, P&L Analysis, Financial Management, Strategic Planning, Process Improvement, Expense Management, MIS, Accounting, Financial Modeling, Excel, Access, PowerPoint, Word, Hyperion, Essbase, General Ledger, PeopleSoft, SAP, Risk Management, High Net Worth..., Wealth Management, Asset Management, Banking, Private Banking, Strategic Financial..., Managerial Finance, Management, Leadership, Analysis, Microsoft Excel, Finance, Financial Services
Education
City University of New York-Queens College
MS, Accounting
City University of New York-Queens College
Bachelor of Arts (BA), Accounting
City University of New York-Queens College
Bachelor of Arts (BA), Economics
Franklin Templeton Investments June 2008 - Present
Merrill Lynch July 2006 - June 2008
Deutsche Bank July 2004 - July 2006
Christie’s Fine Art Auction House September 1999 - July 2004
Skills
Corporate Finance, Financial Planning, Financial Analysis, Management Reporting, Financial Reporting, Regulatory Reporting, Budgeting, Capital Budgeting, Budget Process, Forecasting, Variance Analysis, P&L Analysis, Financial Management, Strategic Planning, Process Improvement, Expense Management, MIS, Accounting, Financial Modeling, Excel, Access, PowerPoint, Word, Hyperion, Essbase, General Ledger, PeopleSoft, SAP, Risk Management, High Net Worth..., Wealth Management, Asset Management, Banking, Private Banking, Strategic Financial..., Managerial Finance, Management, Leadership, Analysis, Microsoft Excel, Finance, Financial Services
Education
City University of New York-Queens College
MS, Accounting
City University of New York-Queens College
Bachelor of Arts (BA), Accounting
City University of New York-Queens College
Bachelor of Arts (BA), Economics
Seth Corder's Franklin Templeton Investments Experience October 2009 - May 2010
Job Associate at Goldman, Sachs & Co.
Industry Venture Capital & Private Equity
Experience
Goldman Sachs March 2013 - Present
Transamerica May 2010 - February 2013
Franklin Templeton Investments October 2009 - May 2010
Skills
Bloomberg, Asset Managment, Financial Modeling, Financial Analysis, Investments, Asset Management, Mutual Funds, Equities, Hedge Funds, Fixed Income, Financial Services, Risk Management, Asset Allocation, Securities, Alternative Investments, Derivatives
Education
Purdue University - Krannert School of Management 2004 — 2009
Goldman Sachs March 2013 - Present
Transamerica May 2010 - February 2013
Franklin Templeton Investments October 2009 - May 2010
Skills
Bloomberg, Asset Managment, Financial Modeling, Financial Analysis, Investments, Asset Management, Mutual Funds, Equities, Hedge Funds, Fixed Income, Financial Services, Risk Management, Asset Allocation, Securities, Alternative Investments, Derivatives
Education
Purdue University - Krannert School of Management 2004 — 2009
Justin Langin's Franklin Templeton Investments Experience March 2006 - Present
Job Writer/Producer
Industry Motion Pictures and Film
Experience
Laundry Service January 2009 - Present
Movie Loft Productions October 2008 - Present
Franklin Templeton Investments March 2006 - Present
Panamax Films January 2008 - June 2008
Goldman Sachs March 2004 - February 2006
Credit Suisse First Boston February 2001 - March 2004
Skills
Television, Screenwriting, Film, Producing, Process Improvement, New Media, Digital Media
Education
University of Miami 2006 — 2008
MFA, Motion Pictures-Producing
Providence College 1996 — 2000
BS, Finance
Laundry Service January 2009 - Present
Movie Loft Productions October 2008 - Present
Franklin Templeton Investments March 2006 - Present
Panamax Films January 2008 - June 2008
Goldman Sachs March 2004 - February 2006
Credit Suisse First Boston February 2001 - March 2004
Skills
Television, Screenwriting, Film, Producing, Process Improvement, New Media, Digital Media
Education
University of Miami 2006 — 2008
MFA, Motion Pictures-Producing
Providence College 1996 — 2000
BS, Finance
Frank Lau's Franklin Templeton Investments Experience February 2007 - Present
Job PMP®
Industry Investment Management
Experience
Franklin Templeton Investments February 2007 - Present
Education
Project Management Institute
PMP
York University - Schulich School of Business
Master Certificate in Project Mgmt
York University - Schulich School of Business 1999 — 2000
MBA, Finance
University of Toronto 1992 — 1996
B Com., Accounting
Ryerson University
la salle college
Franklin Templeton Investments February 2007 - Present
Education
Project Management Institute
PMP
York University - Schulich School of Business
Master Certificate in Project Mgmt
York University - Schulich School of Business 1999 — 2000
MBA, Finance
University of Toronto 1992 — 1996
B Com., Accounting
Ryerson University
la salle college
Tony Destro, CFA, CAIA's Franklin Templeton Investments Experience June 1997 - May 1998
Job Portfolio Manager at Lockwood Advisors, BNY Mellon
Industry Investment Management
Experience
Lockwood Advisors, Inc. June 2008 - Present
Lockwood Advisors, Inc. October 2004 - June 2008
Lockwood Financial Services, Inc. August 1998 - October 2004
Franklin Templeton Investments June 1997 - May 1998
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics, Sociology
Temple University - Fox School of Business and Management
MBA, Finance
Lockwood Advisors, Inc. June 2008 - Present
Lockwood Advisors, Inc. October 2004 - June 2008
Lockwood Financial Services, Inc. August 1998 - October 2004
Franklin Templeton Investments June 1997 - May 1998
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics, Sociology
Temple University - Fox School of Business and Management
MBA, Finance
Katherine Salter's Franklin Templeton Investments Experience June 2002 - August 2010
Job Director, Marketing at Sun Life Global Investments
Industry Investment Management
Experience
Sun Life Global Investments June 2010 - Present
Franklin Templeton Investments June 2002 - August 2010
Fidelity Investments 2000 - 2002
Skills
Mutual Funds, Investments, Portfolio Management, Wealth Management, Marketing Communications, Investment Strategies, Marketing, Relationship Management, Financial Services, Asset Allocation, Retirement, Retirement Planning
Education
Queen's University 1989 — 1993
B.A. Hon
Branksome Hall School 1985 — 1989
Sun Life Global Investments June 2010 - Present
Franklin Templeton Investments June 2002 - August 2010
Fidelity Investments 2000 - 2002
Skills
Mutual Funds, Investments, Portfolio Management, Wealth Management, Marketing Communications, Investment Strategies, Marketing, Relationship Management, Financial Services, Asset Allocation, Retirement, Retirement Planning
Education
Queen's University 1989 — 1993
B.A. Hon
Branksome Hall School 1985 — 1989
Megan Di Emanuele's Franklin Templeton Investments Experience March 2014 - Present
Job Director, Corporate Taxation at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments March 2014 - Present
Franklin Templeton Investments September 2008 - March 2014
TDS Professional Services 2005 - 2007
Scott Paper 2004 - 2005
Evans Martin LLP 1999 - 2003
Education
Institute of Chartered Accountants of Ontario 1999 — 2002
Chartered Accountant, Specializing in Taxation
Ryerson University 1995 — 2000
Bachelor of Commerce (B.Com.), Accounting and Finance
Franklin Templeton Investments March 2014 - Present
Franklin Templeton Investments September 2008 - March 2014
TDS Professional Services 2005 - 2007
Scott Paper 2004 - 2005
Evans Martin LLP 1999 - 2003
Education
Institute of Chartered Accountants of Ontario 1999 — 2002
Chartered Accountant, Specializing in Taxation
Ryerson University 1995 — 2000
Bachelor of Commerce (B.Com.), Accounting and Finance
Megan Martin Strickland's Franklin Templeton Investments Experience October 2009 - December 2014
Job Project Manager at Bring Me A Book Foundation
Industry Nonprofit Organization Management
Experience
Bring Me A Book Foundation April 2015 - Present
Franklin Templeton Investments October 2009 - December 2014
Franklin Templeton Investments July 2007 - October 2009
Skills
Research, Analysis, Strategic Communications, Financial Analysis, Financial Reporting
Education
Princeton University 2003 — 2007
Bachelor of Arts (B.A.), History
Princeton University
Bachelor's degree, History
Bring Me A Book Foundation April 2015 - Present
Franklin Templeton Investments October 2009 - December 2014
Franklin Templeton Investments July 2007 - October 2009
Skills
Research, Analysis, Strategic Communications, Financial Analysis, Financial Reporting
Education
Princeton University 2003 — 2007
Bachelor of Arts (B.A.), History
Princeton University
Bachelor's degree, History
Travis Erdman's Franklin Templeton Investments Experience July 2001 - December 2004
Job Data Scientist
Industry Management Consulting
Experience
Independent Consultant July 2011 - Present
Professional Poker Player January 2005 - April 2011
Franklin Templeton Investments July 2001 - December 2004
Banc of America Securities November 1997 - July 1999
Education
Stanford University Graduate School of Business 1999 — 2001
MBA
Penn State University 1988 — 1992
BS, Quantitative Business Analysis
Independent Consultant July 2011 - Present
Professional Poker Player January 2005 - April 2011
Franklin Templeton Investments July 2001 - December 2004
Banc of America Securities November 1997 - July 1999
Education
Stanford University Graduate School of Business 1999 — 2001
MBA
Penn State University 1988 — 1992
BS, Quantitative Business Analysis
Chris Maddox's Franklin Templeton Investments Experience 2000 - 2001
Job Chief Marketing Officer at GWG Holdings, Inc.
Industry Financial Services
Experience
GWG Holdings, Inc. April 2015 - Present
Columbia Management 2007 - March 2014
Columbia Management 2005 - 2007
Columbia Management 2001 - 2005
Franklin Templeton Investments 2000 - 2001
Jackson 1998 - 2000
Roger Engemann & Associates 1996 - 1997
Stein Roe & Farnham 1994 - 1995
Stein Roe & Farnham 1993 - 1994
Stein Roe & Farnham 1992 - 1993
Skills
Digital Marketing, Integrated Marketing, Marketing Communications, Cross-functional Team..., Product Management, Market Research, Marketing, Brand Management, Communication, Strategic Marketing, Program Marketing, Branding & Identity, Production Planning, Video Production, Designing Marketing..., Multi-media Marketing..., Vendor Relationships, Agency Relationship..., Product Launch, Department Budgeting, Cost Control, Copywriting, Editing, Advertising, Online Advertising, Resource Management, Social Media, Social Media Marketing, Online Marketing, Creative Direction, Messaging, Strategy, Leadership, Mutual Funds, Management, Asset Management, Marketing Strategy, Financial Services, Investments, Strategic Planning, Sales, Strategic Communications
Education
Roosevelt University
Graduate School of Business
Washburn University
BBA, Finance and Economics
Tuck Executive Education at Dartmouth University
GWG Holdings, Inc. April 2015 - Present
Columbia Management 2007 - March 2014
Columbia Management 2005 - 2007
Columbia Management 2001 - 2005
Franklin Templeton Investments 2000 - 2001
Jackson 1998 - 2000
Roger Engemann & Associates 1996 - 1997
Stein Roe & Farnham 1994 - 1995
Stein Roe & Farnham 1993 - 1994
Stein Roe & Farnham 1992 - 1993
Skills
Digital Marketing, Integrated Marketing, Marketing Communications, Cross-functional Team..., Product Management, Market Research, Marketing, Brand Management, Communication, Strategic Marketing, Program Marketing, Branding & Identity, Production Planning, Video Production, Designing Marketing..., Multi-media Marketing..., Vendor Relationships, Agency Relationship..., Product Launch, Department Budgeting, Cost Control, Copywriting, Editing, Advertising, Online Advertising, Resource Management, Social Media, Social Media Marketing, Online Marketing, Creative Direction, Messaging, Strategy, Leadership, Mutual Funds, Management, Asset Management, Marketing Strategy, Financial Services, Investments, Strategic Planning, Sales, Strategic Communications
Education
Roosevelt University
Graduate School of Business
Washburn University
BBA, Finance and Economics
Tuck Executive Education at Dartmouth University
Gabriel Simpson, FRM's Franklin Templeton Investments Experience December 2012 - Present
Job Investment Risk Analyst Equity at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2012 - Present
Franklin Templeton Investments January 2006 - December 2012
John Hancock Financial Services January 2004 - December 2006
Skills
Business Analysis, Financial Analysis, Financial Modeling, Risk Management, Microsoft Excel, Analysis, Project Management, Business Strategy, Microsoft Office, Corporate Finance
Education
Roger Williams University 1998 — 2002
Business Management, Accounting and Business/Management
Franklin Templeton Investments December 2012 - Present
Franklin Templeton Investments January 2006 - December 2012
John Hancock Financial Services January 2004 - December 2006
Skills
Business Analysis, Financial Analysis, Financial Modeling, Risk Management, Microsoft Excel, Analysis, Project Management, Business Strategy, Microsoft Office, Corporate Finance
Education
Roger Williams University 1998 — 2002
Business Management, Accounting and Business/Management
Daniel Hennessy, CFA's Franklin Templeton Investments Experience 2000 - 2008
Job Senior Consultant at NEPC, Investment adviser for TaftHartley and Public retirement plans.
Industry Investment Management
Experience
NEPC, LLC January 2015 - Present
Alan D. Biller & Associates October 2011 - December 2014
Alan D. Biller & Associates January 2011 - October 2011
Accretive Research & Management 2009 - January 2011
Franklin Templeton Investments 2000 - 2008
Fidelity Investments 1999 - 1999
McKinsey & Company 1996 - 1998
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance Major with a concentration in Investment Management
Pomona College 1992 — 1996
BA, Mathematical Economics, cum laude
Punahou School 1984 — 1992
NEPC, LLC January 2015 - Present
Alan D. Biller & Associates October 2011 - December 2014
Alan D. Biller & Associates January 2011 - October 2011
Accretive Research & Management 2009 - January 2011
Franklin Templeton Investments 2000 - 2008
Fidelity Investments 1999 - 1999
McKinsey & Company 1996 - 1998
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance Major with a concentration in Investment Management
Pomona College 1992 — 1996
BA, Mathematical Economics, cum laude
Punahou School 1984 — 1992
Matthew Klimek's Franklin Templeton Investments Experience August 2004 - March 2009
Job Regional Vice President, Beacon Capital Management
Industry Financial Services
Experience
Beacon Capital Management March 2012 - Present
Morgan Stanley / Smith Barney August 2010 - February 2012
Alger Funds May 2009 - October 2009
Franklin Templeton Investments August 2004 - March 2009
Prudential Investments October 1996 - June 2001
Skills
Mutual Funds, Series 7, Series 63, Separately Managed..., Asset Allocation, Alternative Investments, Investments, Wealth Management, Asset Managment, Securities, Retirement Planning, Series 24, Investment Strategies, Investment Advisory, Retirement, Strategic Financial..., Asset Management, Fixed Annuities, Insurance, Uniform Combined State..., FINRA
Education
Rutgers University
Economics
Beacon Capital Management March 2012 - Present
Morgan Stanley / Smith Barney August 2010 - February 2012
Alger Funds May 2009 - October 2009
Franklin Templeton Investments August 2004 - March 2009
Prudential Investments October 1996 - June 2001
Skills
Mutual Funds, Series 7, Series 63, Separately Managed..., Asset Allocation, Alternative Investments, Investments, Wealth Management, Asset Managment, Securities, Retirement Planning, Series 24, Investment Strategies, Investment Advisory, Retirement, Strategic Financial..., Asset Management, Fixed Annuities, Insurance, Uniform Combined State..., FINRA
Education
Rutgers University
Economics
Keith Damsell's Franklin Templeton Investments Experience July 2012 - Present
Job VP Global Internal Communications at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 2012 - Present
Franklin Templeton Investments November 2011 - July 2012
Franklin Templeton Investments Corp April 2007 - October 2011
The Investment Funds Institute of Canada 2008 - 2010
The Globe and Mail 2000 - 2007
Financial Post 1993 - 2000
Financial Post Magazine January 1991 - July 1993
The Arts January 1992 - January 1993
Education
Simon Fraser University
Ryerson University 1989 — 1991
BAA, Journalism
Ryerson University
Bachelor of Applied Arts; Bachelor of Fine Arts, Journalism; Creative Writing
The University of British Columbia 1985 — 1989
BFA
Franklin Templeton Investments July 2012 - Present
Franklin Templeton Investments November 2011 - July 2012
Franklin Templeton Investments Corp April 2007 - October 2011
The Investment Funds Institute of Canada 2008 - 2010
The Globe and Mail 2000 - 2007
Financial Post 1993 - 2000
Financial Post Magazine January 1991 - July 1993
The Arts January 1992 - January 1993
Education
Simon Fraser University
Ryerson University 1989 — 1991
BAA, Journalism
Ryerson University
Bachelor of Applied Arts; Bachelor of Fine Arts, Journalism; Creative Writing
The University of British Columbia 1985 — 1989
BFA
Peggy Baker's Franklin Templeton Investments Experience 2007 - Present
Job Senior IT Manager at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments 2007 - Present
California Medical Association 2006 - 2007
Maloof Sports & Entertainment 2000 - 2006
Objective Systems Integrators 1998 - 2000
Education
Queen's University
BA, Sports Adminstration and Sociology
Franklin Templeton Investments 2007 - Present
California Medical Association 2006 - 2007
Maloof Sports & Entertainment 2000 - 2006
Objective Systems Integrators 1998 - 2000
Education
Queen's University
BA, Sports Adminstration and Sociology
Gerard Taylor, CBCP, MBCI's Franklin Templeton Investments Experience December 2005 - March 2007
Job Emergency Management Professional
Industry Oil & Energy
Experience
Chevron September 2011 - Present
Life Technologies (formerly Applied Biosystems) April 2007 - December 2010
Franklin Templeton Investments December 2005 - March 2007
Cisco Systems June 1999 - December 2005
NUMMI 1994 - 1997
Skills
Crisis Management, Enterprise Risk..., Emergency Services, Pandemic Planning, Business Continuity, Risk Assessment, Emergency Management, Risk Management, Business Continuity..., Program Management, Disaster Recovery, Vendor Management
Education
Purdue University
B.S., Environmental Health
Chevron September 2011 - Present
Life Technologies (formerly Applied Biosystems) April 2007 - December 2010
Franklin Templeton Investments December 2005 - March 2007
Cisco Systems June 1999 - December 2005
NUMMI 1994 - 1997
Skills
Crisis Management, Enterprise Risk..., Emergency Services, Pandemic Planning, Business Continuity, Risk Assessment, Emergency Management, Risk Management, Business Continuity..., Program Management, Disaster Recovery, Vendor Management
Education
Purdue University
B.S., Environmental Health
Patrina Couling's Franklin Templeton Investments Experience 2000 - 2002
Job Entertainment, Film, Marketing
Industry Entertainment
Experience
Kantana Group 2015 - Present
Wonderfruit Festival 2014 - 2015
Universal Studios Home Entertainment 2010 - 2013
Paramount Home Entertainment 2006 - 2009
Investec Asset Management 2005 - 2006
Defender Productions / Bauer Martinez Studios 2004 - 2005
Franklin Templeton Investments 2000 - 2002
Education
London School of Economics and Political Science, U. of London
Master of Science, Management of Information Systems
Queen Mary, U. of London
Bachelor of Science, Business Studies and Mathematics
Kantana Group 2015 - Present
Wonderfruit Festival 2014 - 2015
Universal Studios Home Entertainment 2010 - 2013
Paramount Home Entertainment 2006 - 2009
Investec Asset Management 2005 - 2006
Defender Productions / Bauer Martinez Studios 2004 - 2005
Franklin Templeton Investments 2000 - 2002
Education
London School of Economics and Political Science, U. of London
Master of Science, Management of Information Systems
Queen Mary, U. of London
Bachelor of Science, Business Studies and Mathematics
Ashlee Lonergan's Franklin Templeton Investments Experience June 2010 - May 2012
Job Marketing and Communications Coordinator at The McGuire Group
Industry Marketing and Advertising
Experience
The McGuire Group 2012 - Present
Franklin Templeton Investments June 2010 - May 2012
Education
Saint Bonaventure University 2002 — 2006
BA, marketing
The McGuire Group 2012 - Present
Franklin Templeton Investments June 2010 - May 2012
Education
Saint Bonaventure University 2002 — 2006
BA, marketing
Betsy Kaplan's Franklin Templeton Investments Experience June 2003 - Present
Job Advisor Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2003 - Present
Skills
Series 7, Series 63, Mutual Funds, Series 6, Variable Annuities, Securities, Business Relationship..., Series 65, Financial Services, Fixed Income, Retirement, ETFs, Financial Advisory, Uniform Combined State...
Education
Rutgers University
Bachelor of Arts (B.A.)
Franklin Templeton Investments June 2003 - Present
Skills
Series 7, Series 63, Mutual Funds, Series 6, Variable Annuities, Securities, Business Relationship..., Series 65, Financial Services, Fixed Income, Retirement, ETFs, Financial Advisory, Uniform Combined State...
Education
Rutgers University
Bachelor of Arts (B.A.)
Christopher Stothard's Franklin Templeton Investments Experience October 1998 - October 1999
Job Financial Services Professional
Industry Financial Services
Experience
Ceniza June 2006 - November 2008
Bloomberg News November 1999 - June 2006
Franklin Templeton Investments October 1998 - October 1999
CIBC November 1997 - April 1998
Education
Ryerson University 1992 — 1996
Bachelor of Business Management, Management and Entrepenurial Development
Ceniza June 2006 - November 2008
Bloomberg News November 1999 - June 2006
Franklin Templeton Investments October 1998 - October 1999
CIBC November 1997 - April 1998
Education
Ryerson University 1992 — 1996
Bachelor of Business Management, Management and Entrepenurial Development
Kevin Stinson's Franklin Templeton Investments Experience April 2004 - Present
Job Web Specialist at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2004 - Present
Dewarcom Applied Creativity September 2002 - September 2005
Aquent July 2002 - April 2004
Arnold Worldwide Canada May 2000 - February 2002
Daedalian Systems Group Inc February 1997 - September 1999
Skills
HTML + CSS, Photoshop, JavaScript, JSP, Web Development, HTML, Linux, PHP, E-commerce, User Experience, Scrum, CSS, SEO
Education
Ryerson University 1992 — 1996
Bachelor of Applied Arts, New Media
Franklin Templeton Investments April 2004 - Present
Dewarcom Applied Creativity September 2002 - September 2005
Aquent July 2002 - April 2004
Arnold Worldwide Canada May 2000 - February 2002
Daedalian Systems Group Inc February 1997 - September 1999
Skills
HTML + CSS, Photoshop, JavaScript, JSP, Web Development, HTML, Linux, PHP, E-commerce, User Experience, Scrum, CSS, SEO
Education
Ryerson University 1992 — 1996
Bachelor of Applied Arts, New Media
Jeff Yeung's Franklin Templeton Investments Experience September 2013 - Present
Job International Business Development at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 2013 - Present
Franklin Templeton Investments November 2007 - September 2013
Bloomberg Tradebook September 2005 - September 2007
Skills
Equities, Trading, Business Analysis, Marketing Strategy, Futures, Project Management, Business Development, Business Process, Trading Strategies, Asian markets
Education
UCLA Anderson School of Management 2013 — 2016
Master of Business Administration (M.B.A.), Strategy & Business Development
Queen's University 2002 — 2005
BComm with Hons., Finance
Franklin Templeton Investments September 2013 - Present
Franklin Templeton Investments November 2007 - September 2013
Bloomberg Tradebook September 2005 - September 2007
Skills
Equities, Trading, Business Analysis, Marketing Strategy, Futures, Project Management, Business Development, Business Process, Trading Strategies, Asian markets
Education
UCLA Anderson School of Management 2013 — 2016
Master of Business Administration (M.B.A.), Strategy & Business Development
Queen's University 2002 — 2005
BComm with Hons., Finance
Ian Collins MBA, P. Eng., FCSI's Franklin Templeton Investments Experience December 1993 - July 2000
Job Vice President of Business Development
Industry Investment Management
Experience
PenderFund Capital Management January 2015 - Present
PenderFund Capital Management May 2011 - December 2014
Scotia Asset Management L.P> October 2009 - May 2011
Mackenzie Investments July 2000 - September 2009
Franklin Templeton Investments December 1993 - July 2000
Skills
Mutual Funds, Investment Strategies, Strategic Financial..., Asset Managment, Investments, Securities, Retirement Planning, Wealth Management, Investment Advisory, Equities, Portfolio Management, Fixed Income, Financial Advisory
Education
Queen's University 1996 — 1997
MBA, Finance
Queen's University 1986 — 1990
BSc., Civil Engineering
PenderFund Capital Management January 2015 - Present
PenderFund Capital Management May 2011 - December 2014
Scotia Asset Management L.P> October 2009 - May 2011
Mackenzie Investments July 2000 - September 2009
Franklin Templeton Investments December 1993 - July 2000
Skills
Mutual Funds, Investment Strategies, Strategic Financial..., Asset Managment, Investments, Securities, Retirement Planning, Wealth Management, Investment Advisory, Equities, Portfolio Management, Fixed Income, Financial Advisory
Education
Queen's University 1996 — 1997
MBA, Finance
Queen's University 1986 — 1990
BSc., Civil Engineering
Ruth Bryson's Franklin Templeton Investments Experience 2005 - 2008
Job Principal at Criterion Capital Management
Industry Investment Management
Experience
Criterion Capital Management April 2011 - Present
Cisco 2010 - 2011
Franklin Templeton Investments 2005 - 2008
Education
Stanford University 2008 — 2010
MBA
Princeton University 2001 — 2005
BSE, Mechanical & Aerospace Engineering
Criterion Capital Management April 2011 - Present
Cisco 2010 - 2011
Franklin Templeton Investments 2005 - 2008
Education
Stanford University 2008 — 2010
MBA
Princeton University 2001 — 2005
BSE, Mechanical & Aerospace Engineering
Ahmed Saeed's Franklin Templeton Investments Experience 2009 - 2009
Job Portfolio Valuation and Accounting System Tester at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments May 2014 - Present
Mackenzie Investments April 2013 - April 2014
Mackenzie Financial November 2009 - March 2013
Franklin Templeton Investments 2009 - 2009
Skills
Fund Accounting, Financial Reporting, Bloomberg, Financial Analysis, Mutual Funds, Accounting, IFRS, Account Reconciliation, Hedge Funds, Financial Accounting, Variance Analysis, Valuation, Financial Statements, Corporate Finance, Financial Modeling
Education
Ryerson University 2003 — 2007
Bachelor's Degree, Accounting and Finance
Mackenzie Investments May 2014 - Present
Mackenzie Investments April 2013 - April 2014
Mackenzie Financial November 2009 - March 2013
Franklin Templeton Investments 2009 - 2009
Skills
Fund Accounting, Financial Reporting, Bloomberg, Financial Analysis, Mutual Funds, Accounting, IFRS, Account Reconciliation, Hedge Funds, Financial Accounting, Variance Analysis, Valuation, Financial Statements, Corporate Finance, Financial Modeling
Education
Ryerson University 2003 — 2007
Bachelor's Degree, Accounting and Finance
Wendy Goodwin's Franklin Templeton Investments Experience November 2000 - January 2008
Job Business Analyst
Industry Information Technology and Services
Experience
Xerox September 2008 - February 2015
Franklin Templeton Investments November 2000 - January 2008
Franklin Templeton Investments October 1999 - November 2000
Franklin Templeton Investments October 1997 - October 1999
Bankers Insurance Group December 1995 - May 1996
HealthPlan Services September 1993 - November 1995
Sagamore Health Network August 1990 - May 1993
Skills
Business Analysis, Business Process..., Requirements Gathering, Requirements Analysis, Project Planning, Project Management, Process Improvement, Report Design, Computer System..., Crystal Reports, Change Management, Quality Assurance, SDLC, System Testing, User Acceptance Testing, Defect Tracking, Regression Testing, Test Management, Test Data, Reporting & Analysis, Training, Customer Service, Customer Support, Eligibility, Government, Financial Services, Health Insurance, Microsoft Excel, Microsoft Word, PowerPoint, Visio, Quality Center, Business Requirements
Education
Purdue University 1979 — 1983
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Purdue University 1979 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
Xerox September 2008 - February 2015
Franklin Templeton Investments November 2000 - January 2008
Franklin Templeton Investments October 1999 - November 2000
Franklin Templeton Investments October 1997 - October 1999
Bankers Insurance Group December 1995 - May 1996
HealthPlan Services September 1993 - November 1995
Sagamore Health Network August 1990 - May 1993
Skills
Business Analysis, Business Process..., Requirements Gathering, Requirements Analysis, Project Planning, Project Management, Process Improvement, Report Design, Computer System..., Crystal Reports, Change Management, Quality Assurance, SDLC, System Testing, User Acceptance Testing, Defect Tracking, Regression Testing, Test Management, Test Data, Reporting & Analysis, Training, Customer Service, Customer Support, Eligibility, Government, Financial Services, Health Insurance, Microsoft Excel, Microsoft Word, PowerPoint, Visio, Quality Center, Business Requirements
Education
Purdue University 1979 — 1983
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Purdue University 1979 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
Hillary Clark's Franklin Templeton Investments Experience October 2014 - Present
Job Associate Marketing Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2014 - Present
Franklin Templeton Investments July 2013 - October 2014
Christie's July 2012 - August 2012
Udayan Care July 2011 - August 2011
San Francisco Ballet June 2010 - August 2010
National Outdoor Leadership School May 2009 - August 2009
Stanford Cancer Research Center May 2008 - August 2008
School of American Ballet January 1998 - January 2002
Skills
Marketing Communications, Marketing, Marketing Strategy, Research, Writing, Editing, Market Research, Financial Analysis, Equity Research, Morningstar Direct, Seibel, Atlassian JIRA, Sports
Education
Princeton University 2009 — 2013
Bachelor of Arts (B.A.), English Language and Literature; Theatre Certificate; African American Studies Certificate
Menlo School 2002 — 2009
High School
The Chapin School 1997 — 2002
Franklin Templeton Investments October 2014 - Present
Franklin Templeton Investments July 2013 - October 2014
Christie's July 2012 - August 2012
Udayan Care July 2011 - August 2011
San Francisco Ballet June 2010 - August 2010
National Outdoor Leadership School May 2009 - August 2009
Stanford Cancer Research Center May 2008 - August 2008
School of American Ballet January 1998 - January 2002
Skills
Marketing Communications, Marketing, Marketing Strategy, Research, Writing, Editing, Market Research, Financial Analysis, Equity Research, Morningstar Direct, Seibel, Atlassian JIRA, Sports
Education
Princeton University 2009 — 2013
Bachelor of Arts (B.A.), English Language and Literature; Theatre Certificate; African American Studies Certificate
Menlo School 2002 — 2009
High School
The Chapin School 1997 — 2002
Kimberly Haris's Franklin Templeton Investments Experience Senior Product ManagerWM Funds DistributorApril 2002 - June 2007
Job Manager, Investment Commentary at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments Senior Product ManagerWM Funds DistributorApril 2002 - June 2007
Principal Financial Group 2007 - 2007
Skills
Mutual Funds, Fixed Income, Asset Allocation, Financial Services, Bloomberg, Asset Management, Investment Strategies, Series 7, Investments, Finance, Financial Analysis
Education
Punahou School 1971 — 1984
Franklin Templeton Investments Senior Product ManagerWM Funds DistributorApril 2002 - June 2007
Principal Financial Group 2007 - 2007
Skills
Mutual Funds, Fixed Income, Asset Allocation, Financial Services, Bloomberg, Asset Management, Investment Strategies, Series 7, Investments, Finance, Financial Analysis
Education
Punahou School 1971 — 1984
Jacqueline Carloni's Franklin Templeton Investments Experience August 2008 - July 2010
Job Business Development Manager at AT&T
Industry Telecommunications
Experience
AT&T October 2014 - Present
AT&T May 2014 - September 2014
AT&T July 2013 - May 2014
AT&T June 2012 - June 2013
Pepperdine University 2010 - 2012
The Walt Disney Company May 2011 - December 2011
Franklin Templeton Investments August 2008 - July 2010
Franklin Templeton Investments July 2006 - July 2008
Skills
Project Management, Financial Modeling, Strategic Planning, Data Analysis, Business Analysis, Microsoft Excel, Financial Analysis, Cross-functional Team..., Program Management, Budgets, Market Research, Competitive Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
Master of Business Administration (M.B.A.), Finance, Corporate Social Responsibility
University of California, Davis 2000 — 2003
Bachelor of Arts (B.A.), Political Science; English Literature
AT&T October 2014 - Present
AT&T May 2014 - September 2014
AT&T July 2013 - May 2014
AT&T June 2012 - June 2013
Pepperdine University 2010 - 2012
The Walt Disney Company May 2011 - December 2011
Franklin Templeton Investments August 2008 - July 2010
Franklin Templeton Investments July 2006 - July 2008
Skills
Project Management, Financial Modeling, Strategic Planning, Data Analysis, Business Analysis, Microsoft Excel, Financial Analysis, Cross-functional Team..., Program Management, Budgets, Market Research, Competitive Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
Master of Business Administration (M.B.A.), Finance, Corporate Social Responsibility
University of California, Davis 2000 — 2003
Bachelor of Arts (B.A.), Political Science; English Literature
Philippe Dabo's Franklin Templeton Investments Experience March 2015 - Present
Job Franklin Templeton Institutional
Industry Investment Management
Experience
Franklin Templeton Investments March 2015 - Present
Invesco Ltd. 2014 - February 2015
First National Financial LP July 2013 - April 2014
Koda Media Group February 2013 - June 2013
Aviva Canada May 2011 - August 2011
Aviva Canada May 2010 - August 2010
Malachi, Gordon & Associates Accounting and Law Firm January 2009 - August 2009
Aviva Canada January 2008 - August 2008
Skills
Financial Analysis, Insurance, Budgets, Accounting, Leadership, Risk Management, Underwriting, Property & Casualty..., Finance, Teamwork, Financial Risk
Education
Ryerson University 2008 — 2012
BComm, Accounting Major, Finance Minor
Franklin Templeton Investments March 2015 - Present
Invesco Ltd. 2014 - February 2015
First National Financial LP July 2013 - April 2014
Koda Media Group February 2013 - June 2013
Aviva Canada May 2011 - August 2011
Aviva Canada May 2010 - August 2010
Malachi, Gordon & Associates Accounting and Law Firm January 2009 - August 2009
Aviva Canada January 2008 - August 2008
Skills
Financial Analysis, Insurance, Budgets, Accounting, Leadership, Risk Management, Underwriting, Property & Casualty..., Finance, Teamwork, Financial Risk
Education
Ryerson University 2008 — 2012
BComm, Accounting Major, Finance Minor
Robert Rocoff's Franklin Templeton Investments Experience October 2013 - Present
Job Business Development Manager at Franklin Templeton Investments
Industry Higher Education
Experience
Franklin Templeton Investments October 2013 - Present
Franklin Templeton Investments December 2011 - October 2013
Education
Ryerson University 2006 — 2010
Bachelor of Commerce (B.Com.), Finance
CFA Institute
Level 2 Candidate in the CFA Program
Franklin Templeton Investments October 2013 - Present
Franklin Templeton Investments December 2011 - October 2013
Education
Ryerson University 2006 — 2010
Bachelor of Commerce (B.Com.), Finance
CFA Institute
Level 2 Candidate in the CFA Program
Diana Bourke, CFP, FMA's Franklin Templeton Investments Experience January 2000 - 2002
Job Senior Financial Consultant at MD Investment Management
Industry Financial Services
Experience
MD Investment Management December 2011 - Present
TD Waterhouse October 2004 - September 2011
Franklin Templeton Investments January 2000 - 2002
Global Strategy 1999 - 2000
Talvest Fund Management 1996 - 1999
AIM Trimark Investments 1992 - 1996
Royal Trust 1988 - 1992
Skills
Investments, Portfolio Management, Investment Strategies, Retirement Planning, Wealth, Wealth Management, High Net Worth..., Investment Advisory, Retirement, Asset Allocation, Mutual Funds, Certified Financial...
Education
Sotheby's Works of Art 1984 — 1986
Art History
Queen's University 1980 — 1984
BA Honors, Art History, Criticism and Conservation
Marianopolis College 1979 — 1980
Social Sciences
The Study School 1968 — 1979
MD Investment Management December 2011 - Present
TD Waterhouse October 2004 - September 2011
Franklin Templeton Investments January 2000 - 2002
Global Strategy 1999 - 2000
Talvest Fund Management 1996 - 1999
AIM Trimark Investments 1992 - 1996
Royal Trust 1988 - 1992
Skills
Investments, Portfolio Management, Investment Strategies, Retirement Planning, Wealth, Wealth Management, High Net Worth..., Investment Advisory, Retirement, Asset Allocation, Mutual Funds, Certified Financial...
Education
Sotheby's Works of Art 1984 — 1986
Art History
Queen's University 1980 — 1984
BA Honors, Art History, Criticism and Conservation
Marianopolis College 1979 — 1980
Social Sciences
The Study School 1968 — 1979
Alessandro Salvati's Franklin Templeton Investments Experience November 2011 - June 2013
Job
Industry Financial Services
Experience
Counsel Portfolio Services May 2014 - Present
CIBC June 2013 - May 2014
Franklin Templeton Investments November 2011 - June 2013
Franklin Templeton Investments May 2009 - October 2011
Franklin Templeton Investments April 2007 - May 2009
Skills
Investments, Mutual Funds, Securities, Wealth Management, Asset Management, Asset Allocation, Equities, Portfolio Management, Financial Services, Investment Strategies, Banking, Fixed Income, Business Development, Analysis, Finance
Education
Ryerson University 2004 — 2007
Bachelor of Commerce (B.Com.), Corporate Finance
seneca college 2002 — 2005
Bachelor of Business Administration (BBA), Personal Finance
Counsel Portfolio Services May 2014 - Present
CIBC June 2013 - May 2014
Franklin Templeton Investments November 2011 - June 2013
Franklin Templeton Investments May 2009 - October 2011
Franklin Templeton Investments April 2007 - May 2009
Skills
Investments, Mutual Funds, Securities, Wealth Management, Asset Management, Asset Allocation, Equities, Portfolio Management, Financial Services, Investment Strategies, Banking, Fixed Income, Business Development, Analysis, Finance
Education
Ryerson University 2004 — 2007
Bachelor of Commerce (B.Com.), Corporate Finance
seneca college 2002 — 2005
Bachelor of Business Administration (BBA), Personal Finance
Brendan Circle's Franklin Templeton Investments Experience July 2014 - Present
Job Research Analyst High Yield Portfolio Management at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments July 2014 - Present
Franklin Templeton Investments June 2013 - August 2013
PIMCO April 2010 - August 2012
PIMCO August 2008 - March 2010
PIMCO June 2007 - August 2007
Credit Suisse June 2006 - August 2006
Skills
Portfolio Management, Financial Modeling, Fixed Income, Management, Investments, Trading, Valuation, Bloomberg, Capital Markets, Alternative Investments, Equities, Hedge Funds, Equity Research, Private Equity
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Analytic Finance
Princeton University 2004 — 2008
Artium Baccalaureatus (A.B.), Economics, Magna Cum Laude
Franklin Templeton Investments July 2014 - Present
Franklin Templeton Investments June 2013 - August 2013
PIMCO April 2010 - August 2012
PIMCO August 2008 - March 2010
PIMCO June 2007 - August 2007
Credit Suisse June 2006 - August 2006
Skills
Portfolio Management, Financial Modeling, Fixed Income, Management, Investments, Trading, Valuation, Bloomberg, Capital Markets, Alternative Investments, Equities, Hedge Funds, Equity Research, Private Equity
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Analytic Finance
Princeton University 2004 — 2008
Artium Baccalaureatus (A.B.), Economics, Magna Cum Laude
M.J ZHANG's Franklin Templeton Investments Experience January 2009 - December 2012
Job
Industry Financial Services
Experience
Global Payments August 2012 - Present
Franklin Templeton Investments January 2009 - December 2012
Atos October 2011 - August 2012
The Hershey Company August 2010 - October 2011
Siemens Canada March 2010 - August 2010
ADP Canada July 2007 - March 2010
Dell Canada August 2005 - July 2007
Alcatel-Lucent January 1999 - 2003
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Strategic Planning, Data Mining, Project Management, Business Case, SAP, Oracle Financial, Excel Macro Programming, Financial Forecasting, PMP, French, CGA, Microsoft Excel
Education
Queen's University 2004 — 2005
Master of Business Administration (MBA), Finance & Marketing Strategy
Shanghai University 1995 — 1999
Bachelor of Engineering (B.Eng.), Information Engineering
Global Payments August 2012 - Present
Franklin Templeton Investments January 2009 - December 2012
Atos October 2011 - August 2012
The Hershey Company August 2010 - October 2011
Siemens Canada March 2010 - August 2010
ADP Canada July 2007 - March 2010
Dell Canada August 2005 - July 2007
Alcatel-Lucent January 1999 - 2003
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Strategic Planning, Data Mining, Project Management, Business Case, SAP, Oracle Financial, Excel Macro Programming, Financial Forecasting, PMP, French, CGA, Microsoft Excel
Education
Queen's University 2004 — 2005
Master of Business Administration (MBA), Finance & Marketing Strategy
Shanghai University 1995 — 1999
Bachelor of Engineering (B.Eng.), Information Engineering
Dan Salzmann's Franklin Templeton Investments Experience March 1990 - January 2009
Job Rolltender at Quad/Graphics
Industry Information Technology and Services
Experience
Quad/Graphics May 2011 - Present
Franklin Templeton Investments March 1990 - January 2009
Skills
Networking, Troubleshooting, Team Management, Disaster Recovery, Strategic Planning, Project Planning, Analysis, Process Improvement, J I (Job Instruction)...
Education
Pinellas Technical Education Center-Clearwater 2010 — 2011
Certified 3G structural steel, Welding Technology/Welder
PTECH 2009 — 2010
Welding Certification 3G, Welding Technology/Welder
Quad/Graphics May 2011 - Present
Franklin Templeton Investments March 1990 - January 2009
Skills
Networking, Troubleshooting, Team Management, Disaster Recovery, Strategic Planning, Project Planning, Analysis, Process Improvement, J I (Job Instruction)...
Education
Pinellas Technical Education Center-Clearwater 2010 — 2011
Certified 3G structural steel, Welding Technology/Welder
PTECH 2009 — 2010
Welding Certification 3G, Welding Technology/Welder
Vanguard
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments