Franklin Templeton Investments
Industry: Investment management company
DescriptionFranklin Resources Inc. is an American holding company that, together with its subsidiaries, is referred to as Franklin Templeton Investments; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc. Assets under management: 753.2 billion USD (2017) Customer service: 0800 305306 CEO: Gregory E. Johnson (31 Jul 2005–) Subsidiaries: Franklin Templeton International Services SA,
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Franklin Templeton Investments Employees
Employee
Years
Job
Industry
Michele Guzman Michele Guzman's Franklin Templeton Investments Experience 1996 - 1998
Job Retained Medical Device Recruiter/Human Resources Professional (Twitter: MGuzman12)
Industry Human Resources
Experience
Michele Guzman Consulting LLC 2008 - Present
Boston Scientific December 2005 - September 2011
Promega January 2005 - August 2005
Rovi 2003 - 2005
Medtronic AVE 2000 - 2003
MVX.COM 1999 - 1999
GM Financial 1998 - 1999
Franklin Templeton Investments 1996 - 1998
Gap Inc./Gap 1986 - 1996
Skills
Recruiting, Human Resources, Executive Search, Employee Relations, Internet Recruiting, Technical Recruiting, Personnel Management, Quality Assurance, Organizational..., Strategic Planning, FDA, Training, Compensation Structures, Customer Engagement, Medical Devices, Benefits Management, Training Delivery, Regulated Industry, Interviews, Compensation Structure..., Regulatory Affairs, Mentoring, Employee Training, Strategy, Management, Sourcing, Leadership, Talent Management, Mergers & Acquisitions, Taleo, LinkedIn Recruiter, C++, Embedded Systems, Linux System..., Neurovascular, Cardiovascular Imaging, Python, CMC Regulatory Affairs, Qt, GUI, Applications Software..., Jenkins, Live Video Streaming, Software Configuration..., Paychex, Jobvite, PeopleSoft, Compensation & Benefit, Salary Packaging, Relocation
Education
University of San Francisco 2013 — 2015
Master of Science, Organizational Development (in progress)
Lou Adler (The Adler Group) Certification 2007 — 2007
Certification, Executive and Technical Recruitment
San Francisco State University 1992 — 1994
Bachelor of Arts, Human Resources Management / Psychology
Michele Guzman Consulting LLC 2008 - Present
Boston Scientific December 2005 - September 2011
Promega January 2005 - August 2005
Rovi 2003 - 2005
Medtronic AVE 2000 - 2003
MVX.COM 1999 - 1999
GM Financial 1998 - 1999
Franklin Templeton Investments 1996 - 1998
Gap Inc./Gap 1986 - 1996
Skills
Recruiting, Human Resources, Executive Search, Employee Relations, Internet Recruiting, Technical Recruiting, Personnel Management, Quality Assurance, Organizational..., Strategic Planning, FDA, Training, Compensation Structures, Customer Engagement, Medical Devices, Benefits Management, Training Delivery, Regulated Industry, Interviews, Compensation Structure..., Regulatory Affairs, Mentoring, Employee Training, Strategy, Management, Sourcing, Leadership, Talent Management, Mergers & Acquisitions, Taleo, LinkedIn Recruiter, C++, Embedded Systems, Linux System..., Neurovascular, Cardiovascular Imaging, Python, CMC Regulatory Affairs, Qt, GUI, Applications Software..., Jenkins, Live Video Streaming, Software Configuration..., Paychex, Jobvite, PeopleSoft, Compensation & Benefit, Salary Packaging, Relocation
Education
University of San Francisco 2013 — 2015
Master of Science, Organizational Development (in progress)
Lou Adler (The Adler Group) Certification 2007 — 2007
Certification, Executive and Technical Recruitment
San Francisco State University 1992 — 1994
Bachelor of Arts, Human Resources Management / Psychology
Suzanne Musgrow Suzanne Musgrow's Franklin Templeton Investments Experience June 2008 - November 2013
Job SVP, Lending and Compliance at CreditCircle Inc.
Industry Financial Services
Experience
CreditCircle Inc. November 2013 - Present
Franklin Templeton Investments June 2008 - November 2013
Silicon Valley Bank April 2006 - November 2007
Zions Bank December 2004 - April 2006
Merrick Bank March 1999 - December 2004
Skills
Banking, Credit, Loans, Financial Analysis, Risk Management, Finance, Credit Analysis, Retail Banking, Consumer Lending, Credit Risk, Credit Cards, Investment Banking, Relationship Management, Vendor Management, Business Continuity, Capacity Planning, Contract Negotiation, Global Regulatory..., Project Management, Regulatory Documentation, Loan Servicing, Asset Management, Cross-functional Team..., Regulatory Compliance, Process Improvement
Education
Salt Lake Community College
CreditCircle Inc. November 2013 - Present
Franklin Templeton Investments June 2008 - November 2013
Silicon Valley Bank April 2006 - November 2007
Zions Bank December 2004 - April 2006
Merrick Bank March 1999 - December 2004
Skills
Banking, Credit, Loans, Financial Analysis, Risk Management, Finance, Credit Analysis, Retail Banking, Consumer Lending, Credit Risk, Credit Cards, Investment Banking, Relationship Management, Vendor Management, Business Continuity, Capacity Planning, Contract Negotiation, Global Regulatory..., Project Management, Regulatory Documentation, Loan Servicing, Asset Management, Cross-functional Team..., Regulatory Compliance, Process Improvement
Education
Salt Lake Community College
Chuck Tracy Chuck Tracy's Franklin Templeton Investments Experience December 2014 - Present
Job Asset Management Professional
Industry Financial Services
Experience
Franklin Templeton Investments December 2014 - Present
Morgan Stanley July 2012 - July 2014
Franklin Templeton Investments July 2011 - July 2012
RBI Capital Management February 2011 - April 2011
VII Peaks Capital LLC May 2010 - February 2011
PricewaterhouseCoopers June 2010 - August 2010
Morgan Stanley June 2008 - August 2008
Skills
Investments, Bloomberg, Equities, Asset Management, Accounting, Financial Analysis, Investment Banking, Mutual Funds, Alternative Investments, Asset Managment, Valuation, Portfolio Management, Securities, Written Communication, Financial Statement..., Asset Allocation, Fixed Income, Investment Strategies, SQL
Education
Saint Mary's College of California 2007 — 2011
Bachelor's degree
St. Mary's College of California 2007 — 2011
BA, Finance, Economics, Summa Cum Laude
Franklin Templeton Investments December 2014 - Present
Morgan Stanley July 2012 - July 2014
Franklin Templeton Investments July 2011 - July 2012
RBI Capital Management February 2011 - April 2011
VII Peaks Capital LLC May 2010 - February 2011
PricewaterhouseCoopers June 2010 - August 2010
Morgan Stanley June 2008 - August 2008
Skills
Investments, Bloomberg, Equities, Asset Management, Accounting, Financial Analysis, Investment Banking, Mutual Funds, Alternative Investments, Asset Managment, Valuation, Portfolio Management, Securities, Written Communication, Financial Statement..., Asset Allocation, Fixed Income, Investment Strategies, SQL
Education
Saint Mary's College of California 2007 — 2011
Bachelor's degree
St. Mary's College of California 2007 — 2011
BA, Finance, Economics, Summa Cum Laude
Sidney Smith, MBA's Franklin Templeton Investments Experience October 2013 - Present
Job Production Coordinator at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2013 - Present
Commonwealth Capital Corp. October 2008 - September 2013
Movie Gallery June 2004 - August 2008
Saint Leo University August 2005 - May 2006
Vector Marketing June 2003 - August 2003
Skills
Text Editing, Writing, Project Management, Train New Employees, Exceptional organization, Exceeding Expectations, Conference Development, Creativity, Marketing Communications, Report Development, Supervisory Skills, Proofreading, Customer-focused Service, Microsoft Office, Customer Service, Negotiation, Customer Satisfaction, Interviews, Market Analysis, Market Research, Training, Direct Mail, Process Scheduler, Research, Event Management, Leadership, Management, Series 6, Advertising, Marketing, Social Networking, Time Management, Outlook, Sales, CRM, Social Media
Education
Saint Leo University 2010 — 2012
Master of Business Administration (M.B.A.), Marketing
Saint Leo University 2003 — 2007
Bachelor of Arts (B.A.), English Theatre
Franklin Templeton Investments October 2013 - Present
Commonwealth Capital Corp. October 2008 - September 2013
Movie Gallery June 2004 - August 2008
Saint Leo University August 2005 - May 2006
Vector Marketing June 2003 - August 2003
Skills
Text Editing, Writing, Project Management, Train New Employees, Exceptional organization, Exceeding Expectations, Conference Development, Creativity, Marketing Communications, Report Development, Supervisory Skills, Proofreading, Customer-focused Service, Microsoft Office, Customer Service, Negotiation, Customer Satisfaction, Interviews, Market Analysis, Market Research, Training, Direct Mail, Process Scheduler, Research, Event Management, Leadership, Management, Series 6, Advertising, Marketing, Social Networking, Time Management, Outlook, Sales, CRM, Social Media
Education
Saint Leo University 2010 — 2012
Master of Business Administration (M.B.A.), Marketing
Saint Leo University 2003 — 2007
Bachelor of Arts (B.A.), English Theatre
Ivonne Tamariz's Franklin Templeton Investments Experience August 2007 - January 2009
Job Internet Professional
Industry Internet
Experience
Adecco - Contract at Google August 2012 - Present
CDI Corp - Contract at Google, Mtn. View April 2011 - April 2012
Google April 2011 - April 2012
Heather Hansen, Realtor January 2009 - December 2010
Jameco May 2006 - August 2009
Franklin Templeton Investments August 2007 - January 2009
Jameco Electronics May 2006 - August 2007
Philips October 2000 - June 2003
Philips Component October 2000 - June 2003
Skills
Competitive Analysis, Marketing
Education
San Francisco State University 2003 — 2006
Bachelor of Arts (B.A.), Psychology
San Francisco State University 2003 — 2006
B.A, Psychology
Adecco - Contract at Google August 2012 - Present
CDI Corp - Contract at Google, Mtn. View April 2011 - April 2012
Google April 2011 - April 2012
Heather Hansen, Realtor January 2009 - December 2010
Jameco May 2006 - August 2009
Franklin Templeton Investments August 2007 - January 2009
Jameco Electronics May 2006 - August 2007
Philips October 2000 - June 2003
Philips Component October 2000 - June 2003
Skills
Competitive Analysis, Marketing
Education
San Francisco State University 2003 — 2006
Bachelor of Arts (B.A.), Psychology
San Francisco State University 2003 — 2006
B.A, Psychology
Dina Henry Scott, PMP's Franklin Templeton Investments Experience October 2012 - Present
Job IT Manager at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments October 2012 - Present
Franklin Templeton Investments March 2011 - October 2012
Health Net Federal Services May 2010 - March 2011
Blue Shield of California December 2008 - June 2010
VSP March 2002 - December 2008
Controlling Chaos podcast May 2006 - May 2008
VSP August 2000 - March 2002
Apple Computer June 2000 - August 2000
VSP January 2000 - June 2000
Packard Bell NEC November 1998 - December 1999
Skills
SDLC, Business Analysis, Program Management, Project Management, Agile Methodologies, Scrum, Business Process..., Data Analysis, Training, Mergers, System Development, Iso 9000, PMP, PMO, Project Portfolio..., Vendor Management, Process Improvement, Software Project..., Change Management, Visio, Cross-functional Team..., Leadership, Strategic Planning, Management, Mergers & Acquisitions, Business Process..., Team Leadership, Analytics
Education
St. Mary's College of California 2008 — 2009
MBA, Global Business Management
University of Phoenix, Sacramento 2000 — 2003
BSIT, Minor in Data Warehouse Management
Franklin Templeton Investments October 2012 - Present
Franklin Templeton Investments March 2011 - October 2012
Health Net Federal Services May 2010 - March 2011
Blue Shield of California December 2008 - June 2010
VSP March 2002 - December 2008
Controlling Chaos podcast May 2006 - May 2008
VSP August 2000 - March 2002
Apple Computer June 2000 - August 2000
VSP January 2000 - June 2000
Packard Bell NEC November 1998 - December 1999
Skills
SDLC, Business Analysis, Program Management, Project Management, Agile Methodologies, Scrum, Business Process..., Data Analysis, Training, Mergers, System Development, Iso 9000, PMP, PMO, Project Portfolio..., Vendor Management, Process Improvement, Software Project..., Change Management, Visio, Cross-functional Team..., Leadership, Strategic Planning, Management, Mergers & Acquisitions, Business Process..., Team Leadership, Analytics
Education
St. Mary's College of California 2008 — 2009
MBA, Global Business Management
University of Phoenix, Sacramento 2000 — 2003
BSIT, Minor in Data Warehouse Management
Jerry Bernie Jerry Bernie's Franklin Templeton Investments Experience June 1986 - August 1989
Job Group Vice President, Corporate Properties at Ross Stores, Inc.
Industry Retail
Experience
Ross Stores, Inc. March 2013 - Present
American Express March 2011 - March 2013
Amgen Inc. July 2006 - March 2011
Sun Microsystems October 1997 - July 2006
Verifone, Inc. May 1996 - September 1997
Alecta January 1992 - April 1996
Orchard Properties September 1989 - December 1991
Franklin Templeton Investments June 1986 - August 1989
Skills
Portfolio Management, Asset Management, Real Estate, Corporate Real Estate, Dispositions, Vendor Management, Asset Managment, Valuation, Disposition, Financial Modeling, Business Development, Mergers, Business Strategy, Financial Analysis, Facilities Management, Change Management, Program Management, Cross-functional Team..., Strategic Planning, Due Diligence, Contract Negotiation, Project Management, Mergers & Acquisitions
Education
San Diego State University-California State University
BS, Finance and Management
Ross Stores, Inc. March 2013 - Present
American Express March 2011 - March 2013
Amgen Inc. July 2006 - March 2011
Sun Microsystems October 1997 - July 2006
Verifone, Inc. May 1996 - September 1997
Alecta January 1992 - April 1996
Orchard Properties September 1989 - December 1991
Franklin Templeton Investments June 1986 - August 1989
Skills
Portfolio Management, Asset Management, Real Estate, Corporate Real Estate, Dispositions, Vendor Management, Asset Managment, Valuation, Disposition, Financial Modeling, Business Development, Mergers, Business Strategy, Financial Analysis, Facilities Management, Change Management, Program Management, Cross-functional Team..., Strategic Planning, Due Diligence, Contract Negotiation, Project Management, Mergers & Acquisitions
Education
San Diego State University-California State University
BS, Finance and Management
Sam Lee, CFA Sam Lee, CFA's Franklin Templeton Investments Experience September 2012 - Present
Job Investment Management
Industry Investment Management
Experience
Franklin Templeton Investments September 2012 - Present
State Street Corporation February 2008 - July 2011
Skills
Investment Research, Value Investing, Fixed Income, Equities, Bloomberg, Financial Analysis, Client Service, Microsoft Excel, Microsoft Office, Trade Operations, Investment Accounting
Education
San Francisco State University 2005 — 2007
Bachelor of Science (B.S.), Business Administration
Franklin Templeton Investments September 2012 - Present
State Street Corporation February 2008 - July 2011
Skills
Investment Research, Value Investing, Fixed Income, Equities, Bloomberg, Financial Analysis, Client Service, Microsoft Excel, Microsoft Office, Trade Operations, Investment Accounting
Education
San Francisco State University 2005 — 2007
Bachelor of Science (B.S.), Business Administration
Justin Salemy Justin Salemy's Franklin Templeton Investments Experience January 2010 - March 2011
Job Managing Director at Cedar Capital
Industry Investment Management
Experience
Cedar Capital, LLC September 2014 - Present
Good Harbor Financial, LLC November 2013 - Present
Invesco March 2011 - November 2013
Franklin Templeton Investments January 2010 - March 2011
Raymond James Financial Inc. March 2008 - January 2010
Skills
Mutual Funds, Series 7, Series 63, Asset Allocation, Alternative Investments, Investments, Asset Management, ETFs, Investment Strategies, Securities, Series 6, Wealth Management, Sales, Fixed Income, Equities
Education
University of Tampa 2006 — 2009
Bachelor of Science (BS), Finance, General
Salve Regina University 2006 — 2007
Business Administration and Management, General
Cedar Capital, LLC September 2014 - Present
Good Harbor Financial, LLC November 2013 - Present
Invesco March 2011 - November 2013
Franklin Templeton Investments January 2010 - March 2011
Raymond James Financial Inc. March 2008 - January 2010
Skills
Mutual Funds, Series 7, Series 63, Asset Allocation, Alternative Investments, Investments, Asset Management, ETFs, Investment Strategies, Securities, Series 6, Wealth Management, Sales, Fixed Income, Equities
Education
University of Tampa 2006 — 2009
Bachelor of Science (BS), Finance, General
Salve Regina University 2006 — 2007
Business Administration and Management, General
Greg Botto Greg Botto's Franklin Templeton Investments Experience October 1985 - October 1995
Job Managing Director at Ally Bank
Industry Financial Services
Experience
Ally Financial Inc. August 2015 - Present
Navigator Lending Solutions, Inc. August 2014 - August 2015
Recovco LLC April 2014 - October 2014
Quatrro Global Services, Pvt Ltd. August 2007 - April 2014
GNS Financial Services March 1996 - August 2007
Charles Schwab April 1994 - March 2000
Franklin Templeton Investments October 1985 - October 1995
Wells Fargo Bank May 1982 - September 1985
Skills
Team Building, Vendor Management, Telecommunications, Business Development, Management, Contract Negotiation, Program Management, Budgets, Data Center, E-commerce, Executive Management, Human Resources, Leadership, Negotiation, Operations Management, Outsourcing, Banking, Finance, Strategy, Risk Management, Credit, Mortgage Banking, Financial Services
Education
University of California, Berkeley 1981 — 1985
BS, Applied Mathematics & Computer Science
St. Mary's College of California 1993 — 1994
MBA, International Business
Ally Financial Inc. August 2015 - Present
Navigator Lending Solutions, Inc. August 2014 - August 2015
Recovco LLC April 2014 - October 2014
Quatrro Global Services, Pvt Ltd. August 2007 - April 2014
GNS Financial Services March 1996 - August 2007
Charles Schwab April 1994 - March 2000
Franklin Templeton Investments October 1985 - October 1995
Wells Fargo Bank May 1982 - September 1985
Skills
Team Building, Vendor Management, Telecommunications, Business Development, Management, Contract Negotiation, Program Management, Budgets, Data Center, E-commerce, Executive Management, Human Resources, Leadership, Negotiation, Operations Management, Outsourcing, Banking, Finance, Strategy, Risk Management, Credit, Mortgage Banking, Financial Services
Education
University of California, Berkeley 1981 — 1985
BS, Applied Mathematics & Computer Science
St. Mary's College of California 1993 — 1994
MBA, International Business
Caroline Ling, MBA, CCP Caroline Ling, MBA, CCP's Franklin Templeton Investments Experience 1998 - 2000
Job Senior HR Leader & Consultant
Industry Human Resources
Experience
CardioDX October 2014 - Present
Cloudera 2015 - 2015
Stanford Health Care January 2014 - October 2014
Invensense, Inc. September 2013 - December 2013
CRC Health Group June 2011 - September 2013
Dreyer's Grand Ice Cream 2008 - 2011
Rambus 2005 - 2007
Hitachi Global Storage Technology, Inc. 2003 - 2004
Vitria Technology 2000 - 2003
Franklin Templeton Investments 1998 - 2000
Skills
Certified Compensation..., Strategic Planning, Have experience in..., Microsoft Excel, Microsoft Office, Performance Management, Compensation Design, Sales Compensation, Incentive Plan Designs, Executive Compensation, Retirement Plan Design, Benefits Design, Benefits Administration, HRIS Implementation and..., Effective Communication, Budget Planning Analysis, Board Compensation, Talent Management, Outlook, Business Strategy, Microsoft Word, Recruiting, Human Resources, PowerPoint, Employee Relations, Negotiation, Team Building, Event Planning, Strategic Communications, IT Strategy, Talent Acquisition, Staff Development, Strategic Partnerships, Workers Compensation, Pensions, HRIS, Deferred Compensation, Executive Pay, Personnel Management, Payroll, Employee Benefits, Salary, Incentive Programs, HR Policies, PeopleSoft, ADP Payroll, Process Improvement, Compensation & Benefit, Policy, Mergers & Acquisitions
Education
San Francisco State University
Master of Business Administration (MBA), Business Administration and Management, General, 3.4
San Francisco State University
Bachelor of Arts (B.A.), Psychology and Chinese, 3.85
CardioDX October 2014 - Present
Cloudera 2015 - 2015
Stanford Health Care January 2014 - October 2014
Invensense, Inc. September 2013 - December 2013
CRC Health Group June 2011 - September 2013
Dreyer's Grand Ice Cream 2008 - 2011
Rambus 2005 - 2007
Hitachi Global Storage Technology, Inc. 2003 - 2004
Vitria Technology 2000 - 2003
Franklin Templeton Investments 1998 - 2000
Skills
Certified Compensation..., Strategic Planning, Have experience in..., Microsoft Excel, Microsoft Office, Performance Management, Compensation Design, Sales Compensation, Incentive Plan Designs, Executive Compensation, Retirement Plan Design, Benefits Design, Benefits Administration, HRIS Implementation and..., Effective Communication, Budget Planning Analysis, Board Compensation, Talent Management, Outlook, Business Strategy, Microsoft Word, Recruiting, Human Resources, PowerPoint, Employee Relations, Negotiation, Team Building, Event Planning, Strategic Communications, IT Strategy, Talent Acquisition, Staff Development, Strategic Partnerships, Workers Compensation, Pensions, HRIS, Deferred Compensation, Executive Pay, Personnel Management, Payroll, Employee Benefits, Salary, Incentive Programs, HR Policies, PeopleSoft, ADP Payroll, Process Improvement, Compensation & Benefit, Policy, Mergers & Acquisitions
Education
San Francisco State University
Master of Business Administration (MBA), Business Administration and Management, General, 3.4
San Francisco State University
Bachelor of Arts (B.A.), Psychology and Chinese, 3.85
TRACEY VOSS's Franklin Templeton Investments Experience June 2005 - Present
Job Realtor at NewVision Realty Group
Industry Real Estate
Experience
NewVision Realty Group October 2014 - Present
Realty ONE Group August 2014 - Present
Franklin Templeton Investments June 2005 - Present
Agent Network September 2004 - September 2008
US Army February 1983 - January 1986
Education
National University of Sacramento 2001 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
San Diego Mesa College 1992 — 1995
Associate's degree, Business Administration and Management, General
NewVision Realty Group October 2014 - Present
Realty ONE Group August 2014 - Present
Franklin Templeton Investments June 2005 - Present
Agent Network September 2004 - September 2008
US Army February 1983 - January 1986
Education
National University of Sacramento 2001 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
San Diego Mesa College 1992 — 1995
Associate's degree, Business Administration and Management, General
Mary Verdan, PMP's Franklin Templeton Investments Experience August 2013 - June 2014
Job Vice President, BlackRockMultiAsset Model Portfolio Solutions
Industry Financial Services
Experience
BlackRock April 2015 - Present
BlackRock-iShares June 2014 - April 2015
Franklin Templeton Investments August 2013 - June 2014
Charles Schwab & Co., Inc. October 2012 - August 2013
BlackRock-iShares March 2011 - October 2012
Wells Fargo, Marketing & Communications August 2009 - March 2011
JPMorgan Chase August 2005 - March 2009
Charles Schwab & Co., Inc. January 2001 - August 2005
Providian Financial / Aria.com June 1995 - December 2000
Skills
Process Improvement, Vendor Management, PMO, PMP, Financial Services, Operations Control, Six Sigma, CRM, Management, Outsourcing, Business Intelligence, Management Consulting, Leadership, Quality Assurance, Operations Management, IT Strategy, Banking, Analysis, Strategy, Software Documentation, Business Development, Competitive Analysis, Finance, Budgets, Requirements Gathering, Business Strategy, Training, SaaS, Software Development, Consulting, Agile Methodologies, Customer Experience, Data Warehousing, Strategic Partnerships, SharePoint, Data Governance, Strategic Planning, Marketing, IT Management, Team Building, Team Leadership, Call Centers, E-commerce, Project Planning, Team Management, Process Engineering, Start-ups, Enterprise Architecture, Coaching, Data Analysis
Education
San Francisco State University
BlackRock April 2015 - Present
BlackRock-iShares June 2014 - April 2015
Franklin Templeton Investments August 2013 - June 2014
Charles Schwab & Co., Inc. October 2012 - August 2013
BlackRock-iShares March 2011 - October 2012
Wells Fargo, Marketing & Communications August 2009 - March 2011
JPMorgan Chase August 2005 - March 2009
Charles Schwab & Co., Inc. January 2001 - August 2005
Providian Financial / Aria.com June 1995 - December 2000
Skills
Process Improvement, Vendor Management, PMO, PMP, Financial Services, Operations Control, Six Sigma, CRM, Management, Outsourcing, Business Intelligence, Management Consulting, Leadership, Quality Assurance, Operations Management, IT Strategy, Banking, Analysis, Strategy, Software Documentation, Business Development, Competitive Analysis, Finance, Budgets, Requirements Gathering, Business Strategy, Training, SaaS, Software Development, Consulting, Agile Methodologies, Customer Experience, Data Warehousing, Strategic Partnerships, SharePoint, Data Governance, Strategic Planning, Marketing, IT Management, Team Building, Team Leadership, Call Centers, E-commerce, Project Planning, Team Management, Process Engineering, Start-ups, Enterprise Architecture, Coaching, Data Analysis
Education
San Francisco State University
Bernard Gross's Franklin Templeton Investments Experience June 2013 - Present
Job Technical Service Associate at Franklin Templeton Investments
Industry Information Technology and Services
Experience
Franklin Templeton Investments June 2013 - Present
Cherry, Bekaert & Holland February 2012 - April 2013
Dominion Virginia Power August 2008 - February 2012
Skills
XP, Citrix, Windows, Windows Server, Microsoft Office, SCCM, Windows 7, Project Management, VMware ESX, Process Improvement, IIS, Microsoft Exchange, VMware, Microsoft Excel, System Administration, Networking, SharePoint, Active Directory, Troubleshooting, Network Security, Visio, Microsoft Technologies, Software Documentation, Servers, Technical Support, Windows XP
Education
Saint Pauls College 1999 — 2005
Bachelor of Applied Science (B.A.Sc.), Mathematics and Computer Science, B
Franklin Templeton Investments June 2013 - Present
Cherry, Bekaert & Holland February 2012 - April 2013
Dominion Virginia Power August 2008 - February 2012
Skills
XP, Citrix, Windows, Windows Server, Microsoft Office, SCCM, Windows 7, Project Management, VMware ESX, Process Improvement, IIS, Microsoft Exchange, VMware, Microsoft Excel, System Administration, Networking, SharePoint, Active Directory, Troubleshooting, Network Security, Visio, Microsoft Technologies, Software Documentation, Servers, Technical Support, Windows XP
Education
Saint Pauls College 1999 — 2005
Bachelor of Applied Science (B.A.Sc.), Mathematics and Computer Science, B
Amanda Barrow Amanda Barrow's Franklin Templeton Investments Experience January 2013 - Present
Job Sr Financial Analyst, Sales at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments January 2013 - Present
Franklin Templeton Investments June 2011 - January 2013
Franklin Templeton Investments June 2008 - June 2011
Franklin Templeton Investments July 2007 - June 2008
Franklin Templeton Investments October 2006 - July 2007
Skills
Finance, Financial Analysis, Sales, Customer Service
Education
San Francisco State University 2003 — 2006
BS Business Administration, Financial Services
The Ohio State University 2001 — 2002
Franklin Templeton Investments January 2013 - Present
Franklin Templeton Investments June 2011 - January 2013
Franklin Templeton Investments June 2008 - June 2011
Franklin Templeton Investments July 2007 - June 2008
Franklin Templeton Investments October 2006 - July 2007
Skills
Finance, Financial Analysis, Sales, Customer Service
Education
San Francisco State University 2003 — 2006
BS Business Administration, Financial Services
The Ohio State University 2001 — 2002
Rolando Nispiros Rolando Nispiros's Franklin Templeton Investments Experience October 2000 - June 2005
Job Franklin Templeton Technologies at Franklin Templeton Investments
Industry Information Technology and Services
Experience
Franklin Resources June 2005 - Present
Franklin Templeton Investments October 2000 - June 2005
Franklin Templeton Investments January 1993 - October 2000
Franklin Templeton Investments January 1990 - January 1993
Skills
MS Office Suite, SharePoint, Storage, Microsoft Office, Requirements Gathering, Vendor Management, Project Management, SDLC, Cross-functional Team..., Business Analysis, Visio, Process Improvement, Requirements Analysis, Business Process, Program Management, MS Project, Analysis, Business Requirements, Change Management, Integration, Management, Mutual Funds, PMO, Software Project..., PMP, Business Intelligence, Project Portfolio..., Resource Management, Project Delivery, ITIL, IT Management, Enterprise Architecture, Business Process...
Education
University of California, Davis 1985 — 1998
Bachelor of Arts, Business
San Francisco State University 1983 — 1984
Bachelor of Science (BS), Speech and Communication
Lowell High School 1979 — 1983
Franklin Resources June 2005 - Present
Franklin Templeton Investments October 2000 - June 2005
Franklin Templeton Investments January 1993 - October 2000
Franklin Templeton Investments January 1990 - January 1993
Skills
MS Office Suite, SharePoint, Storage, Microsoft Office, Requirements Gathering, Vendor Management, Project Management, SDLC, Cross-functional Team..., Business Analysis, Visio, Process Improvement, Requirements Analysis, Business Process, Program Management, MS Project, Analysis, Business Requirements, Change Management, Integration, Management, Mutual Funds, PMO, Software Project..., PMP, Business Intelligence, Project Portfolio..., Resource Management, Project Delivery, ITIL, IT Management, Enterprise Architecture, Business Process...
Education
University of California, Davis 1985 — 1998
Bachelor of Arts, Business
San Francisco State University 1983 — 1984
Bachelor of Science (BS), Speech and Communication
Lowell High School 1979 — 1983
Lisa Ayala Lisa Ayala's Franklin Templeton Investments Experience April 2002 - September 2005
Job Production Assistant at REMco
Industry Machinery
Experience
Rock Engineered Machinery Co. Inc., (dba REMco) November 2014 - Present
U.S. Bank October 2005 - October 2014
Franklin Templeton Investments April 2002 - September 2005
CarrAmerica November 2001 - April 2002
Internet Security Systems Inc. August 2000 - August 2001
The Ferneborg Group May 1997 - June 1999
Skills
Banking, Outlook, Customer Service, Administrative..., Data Entry, Microsoft Excel, Lotus Notes, Microsoft Office, Access, Microsoft Word, Time Management, SharePoint, Spreadsheets, PowerPoint, Teamwork, Telephone Skills, Event Planning, Administrative...
Education
San Francisco State University
Bachelor's degree, Business Administration and Management, General
Rock Engineered Machinery Co. Inc., (dba REMco) November 2014 - Present
U.S. Bank October 2005 - October 2014
Franklin Templeton Investments April 2002 - September 2005
CarrAmerica November 2001 - April 2002
Internet Security Systems Inc. August 2000 - August 2001
The Ferneborg Group May 1997 - June 1999
Skills
Banking, Outlook, Customer Service, Administrative..., Data Entry, Microsoft Excel, Lotus Notes, Microsoft Office, Access, Microsoft Word, Time Management, SharePoint, Spreadsheets, PowerPoint, Teamwork, Telephone Skills, Event Planning, Administrative...
Education
San Francisco State University
Bachelor's degree, Business Administration and Management, General
Mehran Alidaei, MBA's Franklin Templeton Investments Experience August 2005 - August 2006
Job SMTS IT Project Management @ Verizon Data Services
Industry Information Technology and Services
Experience
Verizon November 2013 - Present
Pasco County Government August 2006 - October 2013
Franklin Templeton Investments August 2005 - August 2006
JPMorgan Chase & Co. June 1999 - December 2004
Skills
Six Sigma Green Belt..., Time Management, PMI Project Management..., Communication for..., Understanding Project..., Performance Management, Communication Styles, Problem Solving &..., Facilitation Skills, Project Management, Process Improvement, Microsoft Word, Communication, Microsoft Excel, PowerPoint, Leadership, Inventory Management, Team Leadership, Management, Data Analysis, Project Planning, Troubleshooting, Budgets, Contract Management, Outlook
Education
Saint Leo University 2009 — 2010
MBA, Business Management
University of South Florida 1999 — 2003
BS, Management Information Systems
Verizon November 2013 - Present
Pasco County Government August 2006 - October 2013
Franklin Templeton Investments August 2005 - August 2006
JPMorgan Chase & Co. June 1999 - December 2004
Skills
Six Sigma Green Belt..., Time Management, PMI Project Management..., Communication for..., Understanding Project..., Performance Management, Communication Styles, Problem Solving &..., Facilitation Skills, Project Management, Process Improvement, Microsoft Word, Communication, Microsoft Excel, PowerPoint, Leadership, Inventory Management, Team Leadership, Management, Data Analysis, Project Planning, Troubleshooting, Budgets, Contract Management, Outlook
Education
Saint Leo University 2009 — 2010
MBA, Business Management
University of South Florida 1999 — 2003
BS, Management Information Systems
Chantal Sanchez Chantal Sanchez's Franklin Templeton Investments Experience March 2011 - June 2011
Job Visual Designer
Industry Graphic Design
Experience
Kaiser Permanente July 2013 - Present
Chantal Design Solutions June 1998 - Present
Netflix April 2013 - June 2013
ICLP January 2013 - April 2013
RingCentral October 2011 - October 2012
Franklin Templeton Investments March 2011 - June 2011
Littler Mendelson March 2010 - October 2010
BlackRock Financial Management February 2009 - December 2009
Heller Ehrman March 2007 - October 2008
CMP Technology (Business Technology Goup / MediaLive Events) March 2005 - June 2006
Skills
Advertising, Stationery, Brochures, Direct Mail, UX/UI design, wireframes, banner ads, Mobile Applications, Web Design, Logo Design, Banner Ads, Visual Design, Graphic Design, Creative Direction, Typography, Corporate Branding, Catalogs
Education
San Francisco State University 2010 — 2011
Universidad Europea 1997 — 1998
Master
KCAD Kendall College of Art and Design 1993 — 1997
BA
Kaiser Permanente July 2013 - Present
Chantal Design Solutions June 1998 - Present
Netflix April 2013 - June 2013
ICLP January 2013 - April 2013
RingCentral October 2011 - October 2012
Franklin Templeton Investments March 2011 - June 2011
Littler Mendelson March 2010 - October 2010
BlackRock Financial Management February 2009 - December 2009
Heller Ehrman March 2007 - October 2008
CMP Technology (Business Technology Goup / MediaLive Events) March 2005 - June 2006
Skills
Advertising, Stationery, Brochures, Direct Mail, UX/UI design, wireframes, banner ads, Mobile Applications, Web Design, Logo Design, Banner Ads, Visual Design, Graphic Design, Creative Direction, Typography, Corporate Branding, Catalogs
Education
San Francisco State University 2010 — 2011
Universidad Europea 1997 — 1998
Master
KCAD Kendall College of Art and Design 1993 — 1997
BA
Daniel Leonardich Daniel Leonardich's Franklin Templeton Investments Experience October 2012 - Present
Job Associate at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2012 - Present
UCP of Sacramento and Northern California September 2012 - Present
Epilepsy Foundation of Northern California May 2009 - Present
University of San Francisco May 2011 - May 2012
The J. David Gladstone Institutes September 2009 - May 2011
The J. David Gladstone Institutes August 2008 - September 2009
Skills
Data Analysis, Research, Non-profits, Event Planning, Biotechnology, Budgeting, Budget Management, Customer Relations, Financial Analysis, Business Analysis, Business Strategy, Philanthropy, Marketing Strategy, Consultation, MBA, Customer Service, Budgets, Microsoft Office, Strategic Planning, Strategy, Fundraising, Training, Management, Public Speaking, Marketing, Analysis, Business Development, Social Media, Event Management, Teamwork, Organizational..., Policy, Newsletters, Market Research, Nonprofits, Leadership, Social Networking, Program Management, CRM, Community Outreach, Negotiation, Entrepreneurship, Project Management, Accounting, PowerPoint
Education
University of San Francisco 2011 — 2012
Master of Business Administration (MBA)
University of California, Santa Barbara 2007 — 2008
BA, Business Economics
St. Mary's College of California 2004 — 2006
Economics
Franklin Templeton Investments October 2012 - Present
UCP of Sacramento and Northern California September 2012 - Present
Epilepsy Foundation of Northern California May 2009 - Present
University of San Francisco May 2011 - May 2012
The J. David Gladstone Institutes September 2009 - May 2011
The J. David Gladstone Institutes August 2008 - September 2009
Skills
Data Analysis, Research, Non-profits, Event Planning, Biotechnology, Budgeting, Budget Management, Customer Relations, Financial Analysis, Business Analysis, Business Strategy, Philanthropy, Marketing Strategy, Consultation, MBA, Customer Service, Budgets, Microsoft Office, Strategic Planning, Strategy, Fundraising, Training, Management, Public Speaking, Marketing, Analysis, Business Development, Social Media, Event Management, Teamwork, Organizational..., Policy, Newsletters, Market Research, Nonprofits, Leadership, Social Networking, Program Management, CRM, Community Outreach, Negotiation, Entrepreneurship, Project Management, Accounting, PowerPoint
Education
University of San Francisco 2011 — 2012
Master of Business Administration (MBA)
University of California, Santa Barbara 2007 — 2008
BA, Business Economics
St. Mary's College of California 2004 — 2006
Economics
Jeff Beilstein Jeff Beilstein's Franklin Templeton Investments Experience 1993 - 1996
Job Executive Recruiter Finance, Accounting, Investment positions
Industry Staffing and Recruiting
Experience
Tennison Group February 2005 - Present
Cherry Creek Mortgage 2002 - 2004
AccountingSolutions 1999 - 2002
The Geneva Companies 1997 - 1998
Intuit 1996 - 1997
Franklin Templeton Investments 1993 - 1996
Skills
Candidate Screening, Full-cycle Recruiting, Interviewing, Interview Preparation, Interview Coaching, Executive Positioning, Executive Search, Executive Coaching, Talent Acquisition, Talent Identification, Talent Selection, Talent Assessment, Recruitment/Retention, Human Development, Business Development, Mergers & Acquisitions, Strategy, Recruiting, Talent Management, Interviews, Leadership, Executive Management, Positioning, Job Coaching, Screening Resumes, Search, Finance, Mergers, SDLC, Financial Analysis, Consulting, Internet Recruiting, Management, Corporate Finance, CRM, Competitive Analysis, Banking, Strategic Planning
Education
San Diego State University 1988 — 1993
BS, Finance
Tennison Group February 2005 - Present
Cherry Creek Mortgage 2002 - 2004
AccountingSolutions 1999 - 2002
The Geneva Companies 1997 - 1998
Intuit 1996 - 1997
Franklin Templeton Investments 1993 - 1996
Skills
Candidate Screening, Full-cycle Recruiting, Interviewing, Interview Preparation, Interview Coaching, Executive Positioning, Executive Search, Executive Coaching, Talent Acquisition, Talent Identification, Talent Selection, Talent Assessment, Recruitment/Retention, Human Development, Business Development, Mergers & Acquisitions, Strategy, Recruiting, Talent Management, Interviews, Leadership, Executive Management, Positioning, Job Coaching, Screening Resumes, Search, Finance, Mergers, SDLC, Financial Analysis, Consulting, Internet Recruiting, Management, Corporate Finance, CRM, Competitive Analysis, Banking, Strategic Planning
Education
San Diego State University 1988 — 1993
BS, Finance
Richard Revelli Richard Revelli's Franklin Templeton Investments Experience December 2014 - Present
Job Manager Fund Tax at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments December 2014 - Present
PwC July 2004 - December 2014
Skills
Fund Accounting, Financial Reporting, Private Equity, GoSystems, Venture Capital, Hedge Funds, Mutual Funds, ETFs, US GAAP, Tax Accounting, Corporate Tax, Auditing, GAAP, Accounting, CPA, Financial Analysis, Internal Controls
Education
St. Mary's College of California 2000 — 2004
Bachelor of Science (BS), Accounting
Franklin Templeton Investments December 2014 - Present
PwC July 2004 - December 2014
Skills
Fund Accounting, Financial Reporting, Private Equity, GoSystems, Venture Capital, Hedge Funds, Mutual Funds, ETFs, US GAAP, Tax Accounting, Corporate Tax, Auditing, GAAP, Accounting, CPA, Financial Analysis, Internal Controls
Education
St. Mary's College of California 2000 — 2004
Bachelor of Science (BS), Accounting
Denis Rodimer Denis Rodimer's Franklin Templeton Investments Experience 1997 - 2008
Job North America Corporate Security Manger
Industry Mining & Metals
Experience
Gerdau January 2009 - December 2014
Franklin Templeton Investments 1997 - 2008
Merrill Lynch 1981 - 1998
Skills
Analysis, Business Continuity, Disaster Recovery, Training, Risk Assessment, Security, Leadership Development, Program Management, Leadership, Access, Team Building, Strategic Planning, Contract Management, Emergency Management, Management, Corporate Security, Private Investigations, Contract Negotiation, Operations Management
Education
St. Peter's College 1995 — 1997
Master of Business Administration (MBA), Business & MIS, 3.9
Seton Hall University 1973 — 1975
Bachelor's Degree, Education and Social Studies
Gerdau January 2009 - December 2014
Franklin Templeton Investments 1997 - 2008
Merrill Lynch 1981 - 1998
Skills
Analysis, Business Continuity, Disaster Recovery, Training, Risk Assessment, Security, Leadership Development, Program Management, Leadership, Access, Team Building, Strategic Planning, Contract Management, Emergency Management, Management, Corporate Security, Private Investigations, Contract Negotiation, Operations Management
Education
St. Peter's College 1995 — 1997
Master of Business Administration (MBA), Business & MIS, 3.9
Seton Hall University 1973 — 1975
Bachelor's Degree, Education and Social Studies
Bill Severn Bill Severn's Franklin Templeton Investments Experience October 2004 - March 2006
Job Credit Analyst at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ March 2012 - Present
S&P Capital IQ April 2008 - March 2012
Standard & Poor's March 2006 - April 2008
Franklin Templeton Investments October 2004 - March 2006
New England Financial / Harvest Investment Consultants May 2003 - October 2004
Skills
Fixed Income, Bloomberg, Capital Markets, Credit, Equities, Financial Modeling, Equity Research, Market Data, Bonds, Financial Markets, Municipal Bonds, ETFs, Mutual Funds, Structured Products, Securities, Structured Finance, Valuation, Financial Analysis, Credit Analysis, Market Risk, Business Process..., Financial Accounting, Investments, Financial Risk, Derivatives
Education
Salisbury University - Perdue School of Business 1999 — 2003
Bachelor's Degree, Finance, 3.4 GPA
Loyola Blakefield 1995 — 1999
High School, College Preparatory
S&P Capital IQ March 2012 - Present
S&P Capital IQ April 2008 - March 2012
Standard & Poor's March 2006 - April 2008
Franklin Templeton Investments October 2004 - March 2006
New England Financial / Harvest Investment Consultants May 2003 - October 2004
Skills
Fixed Income, Bloomberg, Capital Markets, Credit, Equities, Financial Modeling, Equity Research, Market Data, Bonds, Financial Markets, Municipal Bonds, ETFs, Mutual Funds, Structured Products, Securities, Structured Finance, Valuation, Financial Analysis, Credit Analysis, Market Risk, Business Process..., Financial Accounting, Investments, Financial Risk, Derivatives
Education
Salisbury University - Perdue School of Business 1999 — 2003
Bachelor's Degree, Finance, 3.4 GPA
Loyola Blakefield 1995 — 1999
High School, College Preparatory
Jeff Deeney Jeff Deeney's Franklin Templeton Investments Experience April 1998 - June 2000
Job Webmaster at Wilson Sonsini / Analyst at Pro Football Focus
Industry Internet
Experience
Wilson Sonsini Goodrich & Rosati June 2005 - Present
Pro Football Focus July 2012 - Present
Mirra, Inc. January 2005 - June 2005
Harding Marketing December 2003 - January 2005
Oasis Design November 2001 - December 2003
Visa June 2000 - November 2001
Franklin Templeton Investments April 1998 - June 2000
Skills
Statistical Data..., Social Media, Web Analytics, NFL, Sports Writing, Google Analytics, HTML, Email Marketing, Facebook, Newsletters, Management, Content Management, Online Marketing, E-commerce
Education
Saint Mary's College of California
B.S., Business Management
Wilson Sonsini Goodrich & Rosati June 2005 - Present
Pro Football Focus July 2012 - Present
Mirra, Inc. January 2005 - June 2005
Harding Marketing December 2003 - January 2005
Oasis Design November 2001 - December 2003
Visa June 2000 - November 2001
Franklin Templeton Investments April 1998 - June 2000
Skills
Statistical Data..., Social Media, Web Analytics, NFL, Sports Writing, Google Analytics, HTML, Email Marketing, Facebook, Newsletters, Management, Content Management, Online Marketing, E-commerce
Education
Saint Mary's College of California
B.S., Business Management
Maria Catiis Beers Maria Catiis Beers's Franklin Templeton Investments Experience December 2008 - December 2010
Job Project Manager
Industry Internet
Experience
Yahoo! August 2011 - October 2012
Franklin Templeton Investments December 2008 - December 2010
Franklin Templeton Investments December 2005 - November 2008
Franklin Templeton Investments September 1999 - November 2005
Franklin Templeton Investments September 1996 - August 1999
Franklin Templeton Investments November 1994 - August 1996
Education
San Francisco State University
B.S., Accounting
Yahoo! August 2011 - October 2012
Franklin Templeton Investments December 2008 - December 2010
Franklin Templeton Investments December 2005 - November 2008
Franklin Templeton Investments September 1999 - November 2005
Franklin Templeton Investments September 1996 - August 1999
Franklin Templeton Investments November 1994 - August 1996
Education
San Francisco State University
B.S., Accounting
Luciano Costantini Luciano Costantini's Franklin Templeton Investments Experience July 2002 - March 2007
Job Director, 401(k) Services at Sequoia Consulting Group: Helping plan sponsors meet their fiduciary obligations
Industry Investment Management
Experience
Sequoia Consulting Group - www.Sequoia.com June 2008 - Present
Morgan Stanley 2007 - 2008
Franklin Templeton Investments July 2002 - March 2007
New York Life 1995 - 1999
Trust Consultants, Inc 1988 - 1994
Education
San Francisco State University 1982 — 1987
BS, Marketing
Sequoia Consulting Group - www.Sequoia.com June 2008 - Present
Morgan Stanley 2007 - 2008
Franklin Templeton Investments July 2002 - March 2007
New York Life 1995 - 1999
Trust Consultants, Inc 1988 - 1994
Education
San Francisco State University 1982 — 1987
BS, Marketing
Eric Tighe Eric Tighe's Franklin Templeton Investments Experience May 2006 - February 2009
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2013 - Present
ATEL Securities October 2011 - February 2013
Franklin Templeton Investments May 2006 - February 2009
TD Waterhouse April 1999 - February 2006
Skills
Microsoft Office, CRM software, ADP, Equities, Bonds, Marketing, Sales, Database Administration, Investments, Securities, Financial Advisory, Series 7, Portfolio Management, Business Development, CRM, Mutual Funds, ADP Payroll, Asset Management, Management, Finance, Asset Allocation, Tactical Asset...
Education
San Diego State University-California State University 1992 — 1995
BS, Finance
Merrill Edge March 2013 - Present
ATEL Securities October 2011 - February 2013
Franklin Templeton Investments May 2006 - February 2009
TD Waterhouse April 1999 - February 2006
Skills
Microsoft Office, CRM software, ADP, Equities, Bonds, Marketing, Sales, Database Administration, Investments, Securities, Financial Advisory, Series 7, Portfolio Management, Business Development, CRM, Mutual Funds, ADP Payroll, Asset Management, Management, Finance, Asset Allocation, Tactical Asset...
Education
San Diego State University-California State University 1992 — 1995
BS, Finance
Amy Wear, PHR, SHRM-CP Amy Wear, PHR, SHRM-CP's Franklin Templeton Investments Experience April 2013 - Present
Job Sr. HR Consultant HR Advisory Services/Risk Mitigation at Franklin Templeton Investments
Industry Human Resources
Experience
Franklin Templeton Investments April 2013 - Present
Philips Healthcare November 2012 - March 2013
Stanford University - Residential & Dining Enterprises February 2012 - November 2012
Washington Elementary School September 2010 - June 2011
Adecco Employment Services, Inc. 1999 - 2000
Union Bank of California March 1996 - February 1998
ANA Hotel San Francisco (now the Westin San Francisco) September 1991 - March 1996
Clarion Hotel San Francisco Airport 1985 - 1991
Skills
Talent Management, Employee Relations, PeopleSoft, Deferred Compensation, Oracle Applications, Program Management, Project Management, Talent Development, Strategic Business..., Labor Relations, Succession Planning, Coaching & Counseling, HR Analytics, Workday, Workforce Planning, Microsoft Office, Microsoft Project, Executive Coaching, Compensation, Employee Engagement
Education
Saint Mary's College of California
B.S. Organizational Industrial Psychology, Child Development, Sociology, Counseling, Organzational Development
Franklin Templeton Investments April 2013 - Present
Philips Healthcare November 2012 - March 2013
Stanford University - Residential & Dining Enterprises February 2012 - November 2012
Washington Elementary School September 2010 - June 2011
Adecco Employment Services, Inc. 1999 - 2000
Union Bank of California March 1996 - February 1998
ANA Hotel San Francisco (now the Westin San Francisco) September 1991 - March 1996
Clarion Hotel San Francisco Airport 1985 - 1991
Skills
Talent Management, Employee Relations, PeopleSoft, Deferred Compensation, Oracle Applications, Program Management, Project Management, Talent Development, Strategic Business..., Labor Relations, Succession Planning, Coaching & Counseling, HR Analytics, Workday, Workforce Planning, Microsoft Office, Microsoft Project, Executive Coaching, Compensation, Employee Engagement
Education
Saint Mary's College of California
B.S. Organizational Industrial Psychology, Child Development, Sociology, Counseling, Organzational Development
Cindy Armijo Cindy Armijo's Franklin Templeton Investments Experience 2002 - 2004
Job Executive Director at Westport Arts Center
Industry Nonprofit Organization Management
Experience
Westport Arts Center June 2015 - Present
Berkshire Hathaway HomeServices September 2014 - Present
Boys Town September 2013 - March 2014
Boys Town New York October 2009 - September 2013
YMCA of Norwalk, Inc February 2008 - October 2009
BTS December 2004 - November 2007
Franklin Templeton Investments 2002 - 2004
SoundView Technology Group 2000 - 2001
Standard & Poor's 1981 - 1994
Skills
Non-profits, Financial Management, Fundraising, Strategic Planning, Customer Service, Business Development, Community Outreach, Policy, Team Building, Leadership, Managerial Finance, Program Management, Nonprofits, Budgets, Project Planning, Talent Management, Training, Event Planning, Time Management, Program Development, Management, Human Resources, Grants, Social Services, Strategy, Leadership Development, Volunteer Management, Grant Writing, Organizational..., Sales, Proposal Writing, Coaching, Community Development, Public Speaking, Research, Consulting, Marketing, Public Relations, Social Media, Program Evaluation
Education
San Francisco State University 1976 — 1981
Bachelor of Arts (BA), Biology
Westport Arts Center June 2015 - Present
Berkshire Hathaway HomeServices September 2014 - Present
Boys Town September 2013 - March 2014
Boys Town New York October 2009 - September 2013
YMCA of Norwalk, Inc February 2008 - October 2009
BTS December 2004 - November 2007
Franklin Templeton Investments 2002 - 2004
SoundView Technology Group 2000 - 2001
Standard & Poor's 1981 - 1994
Skills
Non-profits, Financial Management, Fundraising, Strategic Planning, Customer Service, Business Development, Community Outreach, Policy, Team Building, Leadership, Managerial Finance, Program Management, Nonprofits, Budgets, Project Planning, Talent Management, Training, Event Planning, Time Management, Program Development, Management, Human Resources, Grants, Social Services, Strategy, Leadership Development, Volunteer Management, Grant Writing, Organizational..., Sales, Proposal Writing, Coaching, Community Development, Public Speaking, Research, Consulting, Marketing, Public Relations, Social Media, Program Evaluation
Education
San Francisco State University 1976 — 1981
Bachelor of Arts (BA), Biology
May Tran May Tran's Franklin Templeton Investments Experience 1998 - 2000
Job Financial Services
Industry Financial Services
Experience
Transamerica 2013 - 2014
San Mateo County 2000 - 2014
Franklin Templeton Investments 1998 - 2000
Wells Fargo 1991 - 1998
Education
San Francisco State University
Transamerica 2013 - 2014
San Mateo County 2000 - 2014
Franklin Templeton Investments 1998 - 2000
Wells Fargo 1991 - 1998
Education
San Francisco State University
Megan Durbin's Franklin Templeton Investments Experience August 2013 - August 2014
Job Brand Activation Manager at AnheuserBusch
Industry Apparel & Fashion
Experience
Anheuser-Busch February 2015 - Present
MAC Cosmetics September 2008 - Present
Franklin Templeton Investments August 2013 - August 2014
Paramount Equity March 2013 - July 2013
Estee Lauder Group of Companies May 2007 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Cosmetics
Education
San Francisco State University 2009 — 2012
Bachelor of Science (B.S.), Fashion Merchandising
Sierra College 2006 — 2008
Anheuser-Busch February 2015 - Present
MAC Cosmetics September 2008 - Present
Franklin Templeton Investments August 2013 - August 2014
Paramount Equity March 2013 - July 2013
Estee Lauder Group of Companies May 2007 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Cosmetics
Education
San Francisco State University 2009 — 2012
Bachelor of Science (B.S.), Fashion Merchandising
Sierra College 2006 — 2008
Matt Ingle Matt Ingle's Franklin Templeton Investments Experience September 2000 - September 2002
Job Senior Business Analyst at City and County of San Francisco
Industry Insurance
Experience
City and County of San Francisco August 2015 - Present
CoreLogic June 2015 - August 2015
Insight Technology Solutions September 2014 - February 2015
Esurance September 2012 - September 2014
IHS August 2006 - September 2012
Franklin Templeton Investments September 2000 - September 2002
US Army February 1994 - August 1996
Skills
Excel, SQL, Access, Analysis, Microsoft Excel, Research, VBA, Microsoft Word, Databases, Statistics, Editing, WordPress, Software Documentation, Leadership, Training, Public Speaking, JavaScript, Data Analysis, PowerPoint, Social Media, Testing, CRM, Management, Analytics, SharePoint, Microsoft SQL Server, Business Analysis
Education
Walden University 2010 — 2012
MBA, Corporate Finance, 3.95
San Francisco State University 2003 — 2006
BA, Mathematics
San Francisco State University 2003 — 2006
BA, English
City and County of San Francisco August 2015 - Present
CoreLogic June 2015 - August 2015
Insight Technology Solutions September 2014 - February 2015
Esurance September 2012 - September 2014
IHS August 2006 - September 2012
Franklin Templeton Investments September 2000 - September 2002
US Army February 1994 - August 1996
Skills
Excel, SQL, Access, Analysis, Microsoft Excel, Research, VBA, Microsoft Word, Databases, Statistics, Editing, WordPress, Software Documentation, Leadership, Training, Public Speaking, JavaScript, Data Analysis, PowerPoint, Social Media, Testing, CRM, Management, Analytics, SharePoint, Microsoft SQL Server, Business Analysis
Education
Walden University 2010 — 2012
MBA, Corporate Finance, 3.95
San Francisco State University 2003 — 2006
BA, Mathematics
San Francisco State University 2003 — 2006
BA, English
Loretta Hall's Franklin Templeton Investments Experience 2005 - 2007
Job Senior Information Security Analyst at California ISO
Industry Utilities
Experience
California ISO October 2012 - Present
MGT of America, Inc. January 2008 - October 2012
ISACA Sacramento 2003 - 2008
Franklin Templeton Investments 2005 - 2007
CalSTRS 2005 - 2005
Bureau of State Audits 2001 - 2005
Barker, Thomas & Walters 1998 - 1999
Skills
CISA, IT Audit, Internal Audit, Auditing, Governance, Management Consulting, Project Management, CISSP, Internal Controls, Change Management, Sarbanes-Oxley Act, Financial Analysis, Data Analysis, Information Security, Policy, Process Improvement, Business Process..., Analysis, Risk Management, Business Process, Security, Cross-functional Team..., Information Technology, PMP, Leadership, Data Center, Enterprise Architecture
Education
San Diego State University-California State University 1999 — 2000
California ISO October 2012 - Present
MGT of America, Inc. January 2008 - October 2012
ISACA Sacramento 2003 - 2008
Franklin Templeton Investments 2005 - 2007
CalSTRS 2005 - 2005
Bureau of State Audits 2001 - 2005
Barker, Thomas & Walters 1998 - 1999
Skills
CISA, IT Audit, Internal Audit, Auditing, Governance, Management Consulting, Project Management, CISSP, Internal Controls, Change Management, Sarbanes-Oxley Act, Financial Analysis, Data Analysis, Information Security, Policy, Process Improvement, Business Process..., Analysis, Risk Management, Business Process, Security, Cross-functional Team..., Information Technology, PMP, Leadership, Data Center, Enterprise Architecture
Education
San Diego State University-California State University 1999 — 2000
Marc O'Such Marc O'Such's Franklin Templeton Investments Experience March 2012 - Present
Job Senior Legal Specialist
Industry Financial Services
Experience
Franklin Templeton Investments March 2012 - Present
Franklin Templeton Investments June 2011 - February 2012
Franklin Templeton Investments 1998 - 2009
walt disney company 1994 - 1994
Skills
Project Management, Mutual Funds, Financial Services, Asset Management, Investments, Microsoft Excel, Outlook, Microsoft Office, PowerPoint, PeopleSoft, Microsoft Word, Management, Accounting, Financial Analysis, Business Analysis
Education
San Francisco State University 2012 — 2014
Paralegal Certificate, Legal Assistant/Paralegal
University of San Francisco 1992 — 1995
BS, Hospitality
University of New Hampshire 1991 — 1992
Franklin Templeton Investments March 2012 - Present
Franklin Templeton Investments June 2011 - February 2012
Franklin Templeton Investments 1998 - 2009
walt disney company 1994 - 1994
Skills
Project Management, Mutual Funds, Financial Services, Asset Management, Investments, Microsoft Excel, Outlook, Microsoft Office, PowerPoint, PeopleSoft, Microsoft Word, Management, Accounting, Financial Analysis, Business Analysis
Education
San Francisco State University 2012 — 2014
Paralegal Certificate, Legal Assistant/Paralegal
University of San Francisco 1992 — 1995
BS, Hospitality
University of New Hampshire 1991 — 1992
Lisa Zhu Lisa Zhu's Franklin Templeton Investments Experience January 1994 - December 1995
Job Senior Manager Accounting at AlienVault
Industry Accounting
Experience
AlienVault April 2015 - Present
Guidewire Software August 2010 - April 2015
PGP Corporation September 2006 - July 2010
IPWireless August 2000 - September 2006
Cendant Marketing Group August 1997 - July 2000
Browning-Ferris Industries (BFI) December 1995 - July 1997
Franklin Templeton Investments January 1994 - December 1995
Karp Companies July 1992 - January 1994
Skills
Accounting, SEC filings, Financial Reporting, Internal Controls, General Ledger, US GAAP, Variance Analysis, Financial Analysis, Process Automation, HFM, Accounts Receivable, Consolidation, Account Reconciliation, GAAP, Shared Services, Balance, Team Building, Risk Management, Sage, Accounts Payable, Process Improvement, Sarbanes-Oxley Act, Financial Statements, Hyperion Enterprise, Internal Audit, Auditing, Revenue Recognition, Payroll, Finance, SAP, Financial Audits
Education
San Francisco State University 1990 — 1992
BS, Business Acccounting
AlienVault April 2015 - Present
Guidewire Software August 2010 - April 2015
PGP Corporation September 2006 - July 2010
IPWireless August 2000 - September 2006
Cendant Marketing Group August 1997 - July 2000
Browning-Ferris Industries (BFI) December 1995 - July 1997
Franklin Templeton Investments January 1994 - December 1995
Karp Companies July 1992 - January 1994
Skills
Accounting, SEC filings, Financial Reporting, Internal Controls, General Ledger, US GAAP, Variance Analysis, Financial Analysis, Process Automation, HFM, Accounts Receivable, Consolidation, Account Reconciliation, GAAP, Shared Services, Balance, Team Building, Risk Management, Sage, Accounts Payable, Process Improvement, Sarbanes-Oxley Act, Financial Statements, Hyperion Enterprise, Internal Audit, Auditing, Revenue Recognition, Payroll, Finance, SAP, Financial Audits
Education
San Francisco State University 1990 — 1992
BS, Business Acccounting
Jon Boilard Jon Boilard's Franklin Templeton Investments Experience October 1997 - October 2008
Job Corporate Communications Manager/Digital Realty
Industry Public Relations and Communications
Experience
Digital Realty April 2013 - Present
Conover + Gould Strategic Communications June 2011 - March 2013
AMB Property Corporation June 2009 - June 2011
Franklin Templeton Investments October 1997 - October 2008
San Francisco YMCA September 1989 - September 1997
Skills
Executive Communications, Thought Leadership, Corporate Journalism, Strategic Communications, Crisis Communications, Newsletters, Communications Planning, Social Media, Feature Articles, Public Speaking, Annual Reports, Editorial Calendars, Executive Presentations, Corporate Communications, Internal Communications, Press Releases, Blogging, Marketing Communications, Copywriting, Speech Writing, Communication Training, Journalism
Education
San Francisco State University 1990 — 1993
MFA, Creative Writing
San Francisco State University 1986 — 1990
BA, English
Digital Realty April 2013 - Present
Conover + Gould Strategic Communications June 2011 - March 2013
AMB Property Corporation June 2009 - June 2011
Franklin Templeton Investments October 1997 - October 2008
San Francisco YMCA September 1989 - September 1997
Skills
Executive Communications, Thought Leadership, Corporate Journalism, Strategic Communications, Crisis Communications, Newsletters, Communications Planning, Social Media, Feature Articles, Public Speaking, Annual Reports, Editorial Calendars, Executive Presentations, Corporate Communications, Internal Communications, Press Releases, Blogging, Marketing Communications, Copywriting, Speech Writing, Communication Training, Journalism
Education
San Francisco State University 1990 — 1993
MFA, Creative Writing
San Francisco State University 1986 — 1990
BA, English
Michael McNab Michael McNab's Franklin Templeton Investments Experience 1992 - Present
Job Senior VP at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 1992 - Present
Skills
Data Visualization, CRM, Machine Learning, Predictive Analytics, Big Data, Financial Services, Data Integration, Portfolio Management, Analytics, Analysis, Data Science, Business Intelligence, Data Governance, Equities, Data Warehousing, Business Analytics, Data Modeling, SDLC, Requirements Gathering, Asset Management, Business Analysis, Global Cross-Functional..., Investments, Mentoring
Education
NCOC
BA, Humanities, Writing
San Diego State University-California State University
Post Grad Studies, Linguistics
University of San Francisco
AA, English, Humanities
Franklin Templeton Investments 1992 - Present
Skills
Data Visualization, CRM, Machine Learning, Predictive Analytics, Big Data, Financial Services, Data Integration, Portfolio Management, Analytics, Analysis, Data Science, Business Intelligence, Data Governance, Equities, Data Warehousing, Business Analytics, Data Modeling, SDLC, Requirements Gathering, Asset Management, Business Analysis, Global Cross-Functional..., Investments, Mentoring
Education
NCOC
BA, Humanities, Writing
San Diego State University-California State University
Post Grad Studies, Linguistics
University of San Francisco
AA, English, Humanities
jay slowey jay slowey's Franklin Templeton Investments Experience January 1988 - December 2000
Job Owner, Install Solutions
Industry Construction
Experience
Install Solutions January 2005 - Present
Pacific Options Exchange January 2001 - January 2003
Franklin Templeton Investments January 1988 - December 2000
Skills
New Business Development, Customer Service, Sales, Management, Project Management
Education
SFSU
Management, Business
Saint Mary's College of California
Install Solutions January 2005 - Present
Pacific Options Exchange January 2001 - January 2003
Franklin Templeton Investments January 1988 - December 2000
Skills
New Business Development, Customer Service, Sales, Management, Project Management
Education
SFSU
Management, Business
Saint Mary's College of California
Robert Gee Robert Gee's Franklin Templeton Investments Experience October 2006 - November 2007
Job Vice President/Senior Brand Manager at Bank of the West
Industry Banking
Experience
Bank of the West March 2008 - Present
Franklin Templeton Investments October 2006 - November 2007
AIG SunAmerica Retirement Markets, Inc April 2005 - October 2006
Citibank/Citicorp Investments August 2002 - August 2004
EA Invest Securities, Inc March 2001 - December 2001
Interlock Group, LLC October 2000 - March 2001
StockPower Inc December 1999 - October 2000
Charles Schwab & Co September 1989 - November 1999
Skills
Fluent in Spanish., Basic Chinese (Mandarin...
Education
San Francisco State University 1986 — 1989
Bachelor of Arts Degree, Economics
University of California 1985 — 1986
Economics
Bank of the West March 2008 - Present
Franklin Templeton Investments October 2006 - November 2007
AIG SunAmerica Retirement Markets, Inc April 2005 - October 2006
Citibank/Citicorp Investments August 2002 - August 2004
EA Invest Securities, Inc March 2001 - December 2001
Interlock Group, LLC October 2000 - March 2001
StockPower Inc December 1999 - October 2000
Charles Schwab & Co September 1989 - November 1999
Skills
Fluent in Spanish., Basic Chinese (Mandarin...
Education
San Francisco State University 1986 — 1989
Bachelor of Arts Degree, Economics
University of California 1985 — 1986
Economics
Charline Chester Charline Chester's Franklin Templeton Investments Experience August 2011 - July 2013
Job Operations & Office Manager at Studio/216
Industry Media Production
Experience
Studio/216 June 2015 - Present
Speakeasy Ales & Lagers January 2015 - June 2015
Speakeasy Ales & Lagers August 2013 - January 2015
Franklin Templeton Investments August 2011 - July 2013
BTS 2010 - 2011
All Concrete Construction Co. January 2008 - December 2010
Skills
Office Management, Microsoft Excel, Accounting, QuickBooks, Spreadsheets, Logistics, PC, Apple OS, Physical Inventory, Administrative..., Microsoft Office, Customer Service, Outlook, PowerPoint, Microsoft Word, Finance, Accounts Payable, Budgets, Access, Heavy Calendaring, Microsoft Publisher, Meeting Planning, Accounts Receivable, A/R collections, Event Planning, Administrative...
Education
San Francisco State University
B.S., Accounting
Studio/216 June 2015 - Present
Speakeasy Ales & Lagers January 2015 - June 2015
Speakeasy Ales & Lagers August 2013 - January 2015
Franklin Templeton Investments August 2011 - July 2013
BTS 2010 - 2011
All Concrete Construction Co. January 2008 - December 2010
Skills
Office Management, Microsoft Excel, Accounting, QuickBooks, Spreadsheets, Logistics, PC, Apple OS, Physical Inventory, Administrative..., Microsoft Office, Customer Service, Outlook, PowerPoint, Microsoft Word, Finance, Accounts Payable, Budgets, Access, Heavy Calendaring, Microsoft Publisher, Meeting Planning, Accounts Receivable, A/R collections, Event Planning, Administrative...
Education
San Francisco State University
B.S., Accounting
Patti Petropoulos's Franklin Templeton Investments Experience October 2013 - Present
Job Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2013 - Present
SEI September 2012 - September 2013
Integrity Bank June 2011 - September 2012
AXA Advisors June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Photoshop, Customer Service, Social Media, Public Speaking
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Manheim Township High School 2004 — 2008
Franklin Templeton Investments October 2013 - Present
SEI September 2012 - September 2013
Integrity Bank June 2011 - September 2012
AXA Advisors June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Photoshop, Customer Service, Social Media, Public Speaking
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Manheim Township High School 2004 — 2008
Jennifer Tkach's Franklin Templeton Investments Experience May 2014 - May 2015
Job Advisor Consultant at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments May 2014 - May 2015
Bay Area Breeze January 2013 - April 2014
Stanford University August 2012 - April 2013
Pac-12 Enterprises August 2012 - March 2013
Comcast SportsNet Bay Area (CSN) February 2011 - May 2012
Comcast SportsNet Bay Area (CSN) 2010 - 2011
Gator Sports Net 2010 - 2011
Comcast SportsNet Bay Area January 2010 - May 2010
America Scores Bay Area 2009 - 2010
Skills
Series 6, Series 63, Investments, Sports, Broadcast, Video, Social Media, Event Management, Final Cut Pro, Marketing, Social Media Marketing, Video Production, Videography, Non-linear Editing, Event Planning, Video Editing, Public Relations, Media Relations, Press Releases, Special Events, Event Based Marketing, Event Execution, Events Coordination, Event Logistics, Fan Engagement, Fan Experience, Sports Promotion, Promotions, Promotional Campaigns, Athletics, Season Ticket Holder..., Soccer, Media Production, Television Production, Graphics, Production, Avid, Television, Photoshop, Web Design
Education
San Francisco State University 2007 — 2011
Bachelor of Arts (B.A.), Broadcasting and Electronic Communications
Franklin Templeton Investments May 2014 - May 2015
Bay Area Breeze January 2013 - April 2014
Stanford University August 2012 - April 2013
Pac-12 Enterprises August 2012 - March 2013
Comcast SportsNet Bay Area (CSN) February 2011 - May 2012
Comcast SportsNet Bay Area (CSN) 2010 - 2011
Gator Sports Net 2010 - 2011
Comcast SportsNet Bay Area January 2010 - May 2010
America Scores Bay Area 2009 - 2010
Skills
Series 6, Series 63, Investments, Sports, Broadcast, Video, Social Media, Event Management, Final Cut Pro, Marketing, Social Media Marketing, Video Production, Videography, Non-linear Editing, Event Planning, Video Editing, Public Relations, Media Relations, Press Releases, Special Events, Event Based Marketing, Event Execution, Events Coordination, Event Logistics, Fan Engagement, Fan Experience, Sports Promotion, Promotions, Promotional Campaigns, Athletics, Season Ticket Holder..., Soccer, Media Production, Television Production, Graphics, Production, Avid, Television, Photoshop, Web Design
Education
San Francisco State University 2007 — 2011
Bachelor of Arts (B.A.), Broadcasting and Electronic Communications
Evelyn Chea's Franklin Templeton Investments Experience June 2012 - December 2012
Job Content Marketing at Anaplan
Industry Information Technology and Services
Experience
Anaplan May 2015 - Present
Drooms October 2014 - April 2015
Wilson Sonsini Goodrich & Rosati January 2013 - September 2014
Franklin Templeton Investments June 2012 - December 2012
Fisher Investments August 2007 - May 2012
Wells Fargo November 2003 - January 2005
Skills
Editing, Corporate Communications, Press Releases, Marketing Communications, Internal Communications, Writing, Blogging, Speaks Cantonese..., Marketing, Management, Journalism, Copy Editing, German, Publishing, SEO, Research, Adobe Illustrator -..., Social Networking, Web Content, Social Media
Education
San Francisco State University
Bachelor of Arts
Lowell
Anaplan May 2015 - Present
Drooms October 2014 - April 2015
Wilson Sonsini Goodrich & Rosati January 2013 - September 2014
Franklin Templeton Investments June 2012 - December 2012
Fisher Investments August 2007 - May 2012
Wells Fargo November 2003 - January 2005
Skills
Editing, Corporate Communications, Press Releases, Marketing Communications, Internal Communications, Writing, Blogging, Speaks Cantonese..., Marketing, Management, Journalism, Copy Editing, German, Publishing, SEO, Research, Adobe Illustrator -..., Social Networking, Web Content, Social Media
Education
San Francisco State University
Bachelor of Arts
Lowell
Gordon Baker Gordon Baker's Franklin Templeton Investments Experience 2007 - 2009
Job Vice President at CI Investments Inc.
Industry Investment Management
Experience
CI Investments Inc. 2011 - Present
Harvest Portfolios Group January 2011 - April 2011
First Trust Portfolios Canada 2009 - January 2011
Franklin Templeton Investments 2007 - 2009
Education
Saint Mary's University
Bachelors degree, Economics
CI Investments Inc. 2011 - Present
Harvest Portfolios Group January 2011 - April 2011
First Trust Portfolios Canada 2009 - January 2011
Franklin Templeton Investments 2007 - 2009
Education
Saint Mary's University
Bachelors degree, Economics
Kristin Klein Kristin Klein's Franklin Templeton Investments Experience June 2006 - August 2007
Job Professional Matchmaker at Tawkify and Information Curator, Investigative Services and Business Development for Startups
Industry Information Technology and Services
Experience
Tawkify September 2015 - Present
Self 2015 - Present
Pexip November 2013 - November 2014
EMC February 2012 - December 2012
Cisco Systems February 2010 - February 2012
InterCall August 2007 - February 2010
Franklin Templeton Investments June 2006 - August 2007
Tech Data June 2005 - June 2006
Skills
SaaS, Solution Selling, Channel, Account Management, Cloud Computing, Unified Communications, Direct Sales, Salesforce.com, Enterprise Software, Professional Services, Managed Services, Strategic Partnerships, Selling, Sales Process, Sales Management, Sales, Sales Operations, Channel Partners, Partner Management, Lead Generation, Data Center, Networking, Video Conferencing
Education
San Diego State University-California State University 2000 — 2005
BA, Communication with Marketing Emphasis. Minor, Political Science. Area of study, Kinesiology
University of Oxford 2003 — 2003
Comparative Politics
Tawkify September 2015 - Present
Self 2015 - Present
Pexip November 2013 - November 2014
EMC February 2012 - December 2012
Cisco Systems February 2010 - February 2012
InterCall August 2007 - February 2010
Franklin Templeton Investments June 2006 - August 2007
Tech Data June 2005 - June 2006
Skills
SaaS, Solution Selling, Channel, Account Management, Cloud Computing, Unified Communications, Direct Sales, Salesforce.com, Enterprise Software, Professional Services, Managed Services, Strategic Partnerships, Selling, Sales Process, Sales Management, Sales, Sales Operations, Channel Partners, Partner Management, Lead Generation, Data Center, Networking, Video Conferencing
Education
San Diego State University-California State University 2000 — 2005
BA, Communication with Marketing Emphasis. Minor, Political Science. Area of study, Kinesiology
University of Oxford 2003 — 2003
Comparative Politics
Vanessa Seidler Vanessa Seidler's Franklin Templeton Investments Experience 2001 - 2003
Job Luxury Property Specialist
Industry Real Estate
Experience
Pacific Union & Christie's International Real Estate September 2008 - Present
The Ritz-Carlton Club and Residences August 2007 - September 2008
Franklin Templeton Investments 2001 - 2003
Skills
Real Estate, Luxury, Sellers, Investment Properties, Marketing, Residential Homes, Negotiation, New Home Sales, Sales, CRM, Property, Relocation, Contract Negotiation, Selling, Short Sales
Education
San Francisco State University
Pacific Union & Christie's International Real Estate September 2008 - Present
The Ritz-Carlton Club and Residences August 2007 - September 2008
Franklin Templeton Investments 2001 - 2003
Skills
Real Estate, Luxury, Sellers, Investment Properties, Marketing, Residential Homes, Negotiation, New Home Sales, Sales, CRM, Property, Relocation, Contract Negotiation, Selling, Short Sales
Education
San Francisco State University
Fernando Franco Franco Fernando Franco Franco's Franklin Templeton Investments Experience 1993 - 2001
Job Managing Director at Legg Mason Global Asset Management
Industry Investment Management
Experience
Legg Mason Global Asset Management 2005 - Present
Legg Mason Global Asset Management February 2002 - January 2005
Franklin Templeton Investments 1993 - 2001
Skills
Asset Managment, Equities, Fixed Income, Investments, Asset Allocation, Mutual Funds, Investment Management, Investment Advisory, Investment Strategies, Series 24, Asset Management, Hedge Funds, Separately Managed..., FINRA, High Net Worth..., Series 7, Alternative Investments, Portfolio Management
Education
University of Miami
Master of Business Administration (MBA), International Business
San Francisco State University
Bachelor of Science (BS), Business Administration and Management, Marketing
Legg Mason Global Asset Management 2005 - Present
Legg Mason Global Asset Management February 2002 - January 2005
Franklin Templeton Investments 1993 - 2001
Skills
Asset Managment, Equities, Fixed Income, Investments, Asset Allocation, Mutual Funds, Investment Management, Investment Advisory, Investment Strategies, Series 24, Asset Management, Hedge Funds, Separately Managed..., FINRA, High Net Worth..., Series 7, Alternative Investments, Portfolio Management
Education
University of Miami
Master of Business Administration (MBA), International Business
San Francisco State University
Bachelor of Science (BS), Business Administration and Management, Marketing
Brian Ward's Franklin Templeton Investments Experience 1992 - 1995
Job Founder Principal at Creative Edge Legal Graphics
Industry Legal Services
Experience
Creative Edge Legal Graphics June 2008 - Present
UBS March 2007 - June 2008
The Focal Point, LLC 1995 - 2007
Franklin Templeton Investments 1992 - 1995
Franklin Templeton Investments 1990 - 1992
Franklin Templeton Investments August 1989 - June 1990
Skills
Intellectual Property, Litigation Support, Graphic Design, Commercial Litigation, Trials, Civil Litigation, Product Liability, Employment Law, Securities, Business Development, New Business Development, Patent Litigation, Litigation, Arbitration, Trade Secrets, Mediation, Class Actions, Dispute Resolution, Alternative Dispute..., Legal Assistance, Business Litigation
Education
University of San Francisco 1992 — 1995
Master of Business Administration (M.B.A.)
Saint Mary's College of California 1985 — 1989
B.S.
St. Francis H.S., Mountain View, CA 1981 — 1985
Creative Edge Legal Graphics June 2008 - Present
UBS March 2007 - June 2008
The Focal Point, LLC 1995 - 2007
Franklin Templeton Investments 1992 - 1995
Franklin Templeton Investments 1990 - 1992
Franklin Templeton Investments August 1989 - June 1990
Skills
Intellectual Property, Litigation Support, Graphic Design, Commercial Litigation, Trials, Civil Litigation, Product Liability, Employment Law, Securities, Business Development, New Business Development, Patent Litigation, Litigation, Arbitration, Trade Secrets, Mediation, Class Actions, Dispute Resolution, Alternative Dispute..., Legal Assistance, Business Litigation
Education
University of San Francisco 1992 — 1995
Master of Business Administration (M.B.A.)
Saint Mary's College of California 1985 — 1989
B.S.
St. Francis H.S., Mountain View, CA 1981 — 1985
Hsin (Dennis) Yang Hsin (Dennis) Yang's Franklin Templeton Investments Experience August 2014 - June 2015
Job Wells Fargo, Wholesalers Controller Group
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Franklin Templeton Investments August 2014 - June 2015
Franklin Templeton Investments July 2011 - August 2014
Franklin Templeton Investments November 2006 - June 2011
Skills
Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, Financial Services, Financial Reporting, Financial Statements
Education
San Francisco State University 1999 — 2002
Bachelor of Science in Business Administration, Accounting, 3.3
Wells Fargo June 2015 - Present
Franklin Templeton Investments August 2014 - June 2015
Franklin Templeton Investments July 2011 - August 2014
Franklin Templeton Investments November 2006 - June 2011
Skills
Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, Financial Services, Financial Reporting, Financial Statements
Education
San Francisco State University 1999 — 2002
Bachelor of Science in Business Administration, Accounting, 3.3
Gregory Tuck's Franklin Templeton Investments Experience July 1993 - August 1995
Job Security at KLATencor
Industry Financial Services
Experience
Allied Barton Securtiy February 2015 - Present
Morgan Stanley July 2014 - September 2014
Morgan Stanley March 2013 - January 2014
Citi May 2010 - March 2011
Citi Personal Wealth Management October 2005 - July 2009
Wells Fargo Investments November 2001 - September 2005
WM Financial Services September 1995 - October 2001
Franklin Templeton Investments July 1993 - August 1995
Education
Saint Mary's College 1988 — 1992
Bachelor of Science, Business Administration; Financial Services
Serra High School 1980 — 1984
Allied Barton Securtiy February 2015 - Present
Morgan Stanley July 2014 - September 2014
Morgan Stanley March 2013 - January 2014
Citi May 2010 - March 2011
Citi Personal Wealth Management October 2005 - July 2009
Wells Fargo Investments November 2001 - September 2005
WM Financial Services September 1995 - October 2001
Franklin Templeton Investments July 1993 - August 1995
Education
Saint Mary's College 1988 — 1992
Bachelor of Science, Business Administration; Financial Services
Serra High School 1980 — 1984
Alan Steele Alan Steele's Franklin Templeton Investments Experience January 1998 - January 2000
Job System Implementations Manager at Xtelesis Corporation
Industry Information Technology and Services
Experience
Xtelesis Corporation April 2006 - Present
Carrier Neutral Colo. Inc. February 2000 - July 2001
Franklin Templeton Investments January 1998 - January 2000
Skills
SaaS, Enterprise Software, Cloud Computing, Solution Selling, Unified Communications, Telecommunications, Management, VoIP
Education
University of California, Santa Barbara 1982 — 1985
Bachelor of Arts (BA), Political Science and Government
San Diego State University-California State University 1980 — 1982
GE
Xtelesis Corporation April 2006 - Present
Carrier Neutral Colo. Inc. February 2000 - July 2001
Franklin Templeton Investments January 1998 - January 2000
Skills
SaaS, Enterprise Software, Cloud Computing, Solution Selling, Unified Communications, Telecommunications, Management, VoIP
Education
University of California, Santa Barbara 1982 — 1985
Bachelor of Arts (BA), Political Science and Government
San Diego State University-California State University 1980 — 1982
GE
Matt Cost, CIMA Matt Cost, CIMA's Franklin Templeton Investments Experience July 1995 - Present
Job VP Senior Advisor Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 1995 - Present
Skills
Fixed Income, Mutual Funds, Capital Markets, Equities, Alternative Investments, Series 7, Wealth Management, Portfolio Management, Securities
Education
San Diego State University-California State University 1987 — 1991
Bachelor's degree, Finance
Franklin Templeton Investments July 1995 - Present
Skills
Fixed Income, Mutual Funds, Capital Markets, Equities, Alternative Investments, Series 7, Wealth Management, Portfolio Management, Securities
Education
San Diego State University-California State University 1987 — 1991
Bachelor's degree, Finance
Jorge Wu Jorge Wu's Franklin Templeton Investments Experience May 2006 - Present
Job Certified Public Acccountant
Industry Accounting
Experience
Franklin Templeton Investments May 2006 - Present
FoxHollow Technologies March 2005 - May 2006
Actuate November 2004 - March 2005
HP Autonomy June 2004 - November 2004
Serena Software November 2000 - May 2004
Publicis June 2000 - September 2000
Zenith American Solutions July 1996 - January 1999
Izabal, Bernaciak & Co., CPAs May 1995 - April 1996
The Arc San Francisco January 1994 - May 1995
Wells Fargo March 1990 - December 1993
Skills
Tax, Financial Accounting, Account Reconciliation, Auditing, Budgets, Microsoft Excel, Financial Reporting, Accounting, Accounts Payable, QuickBooks, Financial Modeling, Analysis, Internal Controls, US GAAP, Sarbanes-Oxley Act, Financial Analysis, Finance, Microsoft Word
Education
San Francisco State University 1987 — 1992
B.S., Accounting
Lowell High School 1984 — 1987
Diploma, College Prep
Franklin Templeton Investments May 2006 - Present
FoxHollow Technologies March 2005 - May 2006
Actuate November 2004 - March 2005
HP Autonomy June 2004 - November 2004
Serena Software November 2000 - May 2004
Publicis June 2000 - September 2000
Zenith American Solutions July 1996 - January 1999
Izabal, Bernaciak & Co., CPAs May 1995 - April 1996
The Arc San Francisco January 1994 - May 1995
Wells Fargo March 1990 - December 1993
Skills
Tax, Financial Accounting, Account Reconciliation, Auditing, Budgets, Microsoft Excel, Financial Reporting, Accounting, Accounts Payable, QuickBooks, Financial Modeling, Analysis, Internal Controls, US GAAP, Sarbanes-Oxley Act, Financial Analysis, Finance, Microsoft Word
Education
San Francisco State University 1987 — 1992
B.S., Accounting
Lowell High School 1984 — 1987
Diploma, College Prep
Robert Happ, PHR Robert Happ, PHR's Franklin Templeton Investments Experience March 2003 - July 2008
Job Experienced Human Resources Professional
Industry Human Resources
Experience
San Mateo Union High School District July 2009 - November 2013
Franklin Templeton Investments March 2003 - July 2008
Franklin Templeton Investments January 2006 - January 2008
Franklin Templeton Investments January 2003 - January 2006
Corporate America Credit Union January 1997 - January 2003
Skills
Employee Relations, Customer Relations, Organizational..., HRIS, Onboarding, Coaching, Employee Engagement, Interviewing, Hiring, Conflict Resolution, Workers Compensation, Compliance, Customer Service, Recruiting, Employee Benefits, Talent Management, Interviews, Training, Staff Development, Benefits Administration
Education
Mills High School
Diploma, General Education
Saint Mary’s College of California
Bachelor of Arts
St. Mary's College of California
Bachelor of Arts (B.A.), Public Administration Management
San Mateo Union High School District July 2009 - November 2013
Franklin Templeton Investments March 2003 - July 2008
Franklin Templeton Investments January 2006 - January 2008
Franklin Templeton Investments January 2003 - January 2006
Corporate America Credit Union January 1997 - January 2003
Skills
Employee Relations, Customer Relations, Organizational..., HRIS, Onboarding, Coaching, Employee Engagement, Interviewing, Hiring, Conflict Resolution, Workers Compensation, Compliance, Customer Service, Recruiting, Employee Benefits, Talent Management, Interviews, Training, Staff Development, Benefits Administration
Education
Mills High School
Diploma, General Education
Saint Mary’s College of California
Bachelor of Arts
St. Mary's College of California
Bachelor of Arts (B.A.), Public Administration Management
David Preston, AIF®'s Franklin Templeton Investments Experience April 2008 - April 2011
Job Defined Contribution InvestmentOnly Financial Professional
Industry Financial Services
Experience
Natixis Global Asset Management December 2014 - January 2015
Natixis Global Asset Management March 2012 - December 2014
Law Office of Annette Hines May 2011 - February 2012
Franklin Templeton Investments April 2008 - April 2011
Franklin Templeton Investments May 2007 - March 2008
Franklin Templeton Investments September 2006 - April 2007
Morgan Stanley Smith Barney January 2006 - September 2006
Housing Opportunity Group May 2005 - September 2005
Sodexho Campus Services September 2004 - May 2005
Stavis Seafoods May 1998 - September 2004
Skills
Series 7, Series 63, Separately Managed..., AIF, FINRA, Financial Advisory, Bloomberg, Uniform Combined State..., Series 24, Retirement, ETFs, Asset Management, Equities, Financial Services, Portfolio Management, Series 6, Alternative Investments, Investment Advisory, Series 65, Fixed Annuities, Fixed Income, Wealth Management
Education
University of Tampa - John H. Sykes College of Business 2003 — 2006
Bachelor of Science (B.S.), Finance, 3.49 GPA
Salve Regina University 2002 — 2003
Natixis Global Asset Management December 2014 - January 2015
Natixis Global Asset Management March 2012 - December 2014
Law Office of Annette Hines May 2011 - February 2012
Franklin Templeton Investments April 2008 - April 2011
Franklin Templeton Investments May 2007 - March 2008
Franklin Templeton Investments September 2006 - April 2007
Morgan Stanley Smith Barney January 2006 - September 2006
Housing Opportunity Group May 2005 - September 2005
Sodexho Campus Services September 2004 - May 2005
Stavis Seafoods May 1998 - September 2004
Skills
Series 7, Series 63, Separately Managed..., AIF, FINRA, Financial Advisory, Bloomberg, Uniform Combined State..., Series 24, Retirement, ETFs, Asset Management, Equities, Financial Services, Portfolio Management, Series 6, Alternative Investments, Investment Advisory, Series 65, Fixed Annuities, Fixed Income, Wealth Management
Education
University of Tampa - John H. Sykes College of Business 2003 — 2006
Bachelor of Science (B.S.), Finance, 3.49 GPA
Salve Regina University 2002 — 2003
Robert Gee-Kee Robert Gee-Kee's Franklin Templeton Investments Experience October 2006 - November 2007
Job Vice President, Marketing Brand Management at Bank of the West Commercial Banking
Industry Banking
Experience
Bank of the West March 2008 - Present
Franklin Templeton Investments October 2006 - November 2007
AIG SunAmerica April 2005 - October 2006
Citibank August 2002 - August 2004
EA Invest Securities, Inc. March 2001 - December 2001
Interlock Group, LLC October 2000 - March 2001
StockPower Inc. December 1999 - October 2000
Charles Schwab 1989 - 1999
Skills
Banking, Relationship Management, Financial Services, Marketing, Marketing Strategy, Direct Marketing, Credit Cards, Strategic Planning
Education
San Francisco State University
Bachelor of Arts (B.A.), Economics
Bank of the West March 2008 - Present
Franklin Templeton Investments October 2006 - November 2007
AIG SunAmerica April 2005 - October 2006
Citibank August 2002 - August 2004
EA Invest Securities, Inc. March 2001 - December 2001
Interlock Group, LLC October 2000 - March 2001
StockPower Inc. December 1999 - October 2000
Charles Schwab 1989 - 1999
Skills
Banking, Relationship Management, Financial Services, Marketing, Marketing Strategy, Direct Marketing, Credit Cards, Strategic Planning
Education
San Francisco State University
Bachelor of Arts (B.A.), Economics
Philippe Acheritogaray Philippe Acheritogaray's Franklin Templeton Investments Experience TechnologyN.A. Sapunar Reatly, Inc.1982 - 1987
Job Database Aministrator at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments TechnologyN.A. Sapunar Reatly, Inc.1982 - 1987
Education
San Francisco State University 1982 — 1986
B.S., Computer Science
Franklin Templeton Investments TechnologyN.A. Sapunar Reatly, Inc.1982 - 1987
Education
San Francisco State University 1982 — 1986
B.S., Computer Science
Ray Herrera Ray Herrera's Franklin Templeton Investments Experience June 2007 - April 2009
Job Risk & Regulatory Compliance | Quality Assurance | Program & Project Management | B.Sc., Int’l Finance & Marketing, SFSU
Industry Financial Services
Experience
Ascent Global Exim Corporation 2010 - Present
Franklin Templeton Investments June 2007 - April 2009
Franklin Templeton Investments November 2000 - September 2005
Franklin Templeton Investments 1998 - September 2000
Franklin Templeton Investments 1997 - 1997
Skills
Project Management, Call Center, Operations Management, CRM, Vendor Management, Process Improvement, Performance Management, Coaching, Sourcing, Recruiting, Organizational..., Customer Service, Team Management, Training, Change Management, Program Management, Management Consulting, Analysis, Team Leadership, Team Building, Business Process..., Leadership, Management, Strategic Planning, Project Planning, Customer Satisfaction, Customer Retention, Business Analysis, Business Strategy, Process Engineering, Business Planning, Technical Support, Data Analysis, Quality Assurance, Market Research, Mutual Funds, Sarbanes-Oxley, Legal Compliance, Tax Reporting, Financial Policies &..., Corporate Communications, Business Intelligence, Web Development, Financial Audits, Cross-functional Team..., Proposal Writing, Internal Audit, Virtual Teams, Strategy
Education
Asian Theological Seminary 1992 — 1996
Masters of Divinity, Missions
San Francisco State University 1986 — 1989
Bachelor of Science, Dual Degrees-International Finance and Marketing
La Salle Green Hills 1981 — 1983
High School, Graduating Class of 1983
Ascent Global Exim Corporation 2010 - Present
Franklin Templeton Investments June 2007 - April 2009
Franklin Templeton Investments November 2000 - September 2005
Franklin Templeton Investments 1998 - September 2000
Franklin Templeton Investments 1997 - 1997
Skills
Project Management, Call Center, Operations Management, CRM, Vendor Management, Process Improvement, Performance Management, Coaching, Sourcing, Recruiting, Organizational..., Customer Service, Team Management, Training, Change Management, Program Management, Management Consulting, Analysis, Team Leadership, Team Building, Business Process..., Leadership, Management, Strategic Planning, Project Planning, Customer Satisfaction, Customer Retention, Business Analysis, Business Strategy, Process Engineering, Business Planning, Technical Support, Data Analysis, Quality Assurance, Market Research, Mutual Funds, Sarbanes-Oxley, Legal Compliance, Tax Reporting, Financial Policies &..., Corporate Communications, Business Intelligence, Web Development, Financial Audits, Cross-functional Team..., Proposal Writing, Internal Audit, Virtual Teams, Strategy
Education
Asian Theological Seminary 1992 — 1996
Masters of Divinity, Missions
San Francisco State University 1986 — 1989
Bachelor of Science, Dual Degrees-International Finance and Marketing
La Salle Green Hills 1981 — 1983
High School, Graduating Class of 1983
Andrew Pahkim Andrew Pahkim's Franklin Templeton Investments Experience August 2002 - September 2003
Job Business Loan Underwriter at SAFE Credit Union
Industry Banking
Experience
SAFE Credit Union July 2014 - Present
NOR-CAL FDC June 2013 - Present
OBDC Small Business Finance July 2012 - July 2014
California Bank & Trust July 2011 - July 2012
First Bank October 2006 - July 2011
Investors Bank & Trust September 2003 - July 2005
Franklin Templeton Investments August 2002 - September 2003
Skills
Financial Analysis, Commercial Lending, Loan Servicing, SBA, Credit Analysis, Loans, Banking, Underwriting, Credit
Education
San Jose State University 1998 — 2006
B.S., Business Administration, Finance
San Francisco State University 1996 — 1998
SAFE Credit Union July 2014 - Present
NOR-CAL FDC June 2013 - Present
OBDC Small Business Finance July 2012 - July 2014
California Bank & Trust July 2011 - July 2012
First Bank October 2006 - July 2011
Investors Bank & Trust September 2003 - July 2005
Franklin Templeton Investments August 2002 - September 2003
Skills
Financial Analysis, Commercial Lending, Loan Servicing, SBA, Credit Analysis, Loans, Banking, Underwriting, Credit
Education
San Jose State University 1998 — 2006
B.S., Business Administration, Finance
San Francisco State University 1996 — 1998
Sean Okada Sean Okada's Franklin Templeton Investments Experience 2012 - 2014
Job Senior Visual / Graphic Designer + Art Directon
Industry Design
Experience
Boardvantage 2014 - Present
RoninDesign 1993 - Present
Franklin Templeton Investments 2012 - 2014
PureRed Creative / GA Communications 2007 - 2011
The Sharper Image 2004 - 2006
Target Corporation - Mervyn's 1996 - 2004
Kolster Cruise Limited - Royal Cruise Line 1994 - 1996
Kloster Cruise Limited - Royal Cruise Line 1993 - 1994
The Nature Company 1992 - 1994
Skills
Logos, Illustration, Packaging, Brochures, Corporate Identity, Concept Development, POP, Art Direction, Direct Mail, Typography, Layout, Creative Direction, Graphic Design, Adobe Acrobat, InDesign, Illustrator, Retouching, Photo Art Direction, QuarkXPress, Catalogs, Logo Design, Graphics, Adobe Creative Suite, Advertising, Photoshop, Brand Development, User Interface Design, Banners, Mac, Production, Art, Photo Shoots, Creative Development, Mockups, Promotions, Creative Problem Solving, Web Design, Visual Design, Visual Communication, Magazines, Concept Design, Collateral, Invitations, Interaction Design, Corporate Branding, Pre-press, User Interface, Creative Strategy, Interactive Advertising, User Experience
Education
San Francisco State University
BA, Graphic Design, Advertising Theory
Boardvantage 2014 - Present
RoninDesign 1993 - Present
Franklin Templeton Investments 2012 - 2014
PureRed Creative / GA Communications 2007 - 2011
The Sharper Image 2004 - 2006
Target Corporation - Mervyn's 1996 - 2004
Kolster Cruise Limited - Royal Cruise Line 1994 - 1996
Kloster Cruise Limited - Royal Cruise Line 1993 - 1994
The Nature Company 1992 - 1994
Skills
Logos, Illustration, Packaging, Brochures, Corporate Identity, Concept Development, POP, Art Direction, Direct Mail, Typography, Layout, Creative Direction, Graphic Design, Adobe Acrobat, InDesign, Illustrator, Retouching, Photo Art Direction, QuarkXPress, Catalogs, Logo Design, Graphics, Adobe Creative Suite, Advertising, Photoshop, Brand Development, User Interface Design, Banners, Mac, Production, Art, Photo Shoots, Creative Development, Mockups, Promotions, Creative Problem Solving, Web Design, Visual Design, Visual Communication, Magazines, Concept Design, Collateral, Invitations, Interaction Design, Corporate Branding, Pre-press, User Interface, Creative Strategy, Interactive Advertising, User Experience
Education
San Francisco State University
BA, Graphic Design, Advertising Theory
Randy Danielian's Franklin Templeton Investments Experience 1995 - Present
Job
Industry Investment Management
Experience
Franklin Templeton Investments 1995 - Present
Management Recruiters/Office Mates 5 1980 - 1995
Sales Consultants 1979 - 1980
Skills
Technical Recruiting, Sourcing, Recruiting, Talent Management, Interviews, Human Resources, Applicant Tracking..., College Recruiting, Talent Acquisition, Customer Service, Job Descriptions, Vendor Management, Thought Leadership
Education
San Francisco State University 1974 — 1978
BA
Franklin Templeton Investments 1995 - Present
Management Recruiters/Office Mates 5 1980 - 1995
Sales Consultants 1979 - 1980
Skills
Technical Recruiting, Sourcing, Recruiting, Talent Management, Interviews, Human Resources, Applicant Tracking..., College Recruiting, Talent Acquisition, Customer Service, Job Descriptions, Vendor Management, Thought Leadership
Education
San Francisco State University 1974 — 1978
BA
Damien Fairbairn, CRISC's Franklin Templeton Investments Experience May 2011 - Present
Job Sr. Infrastructure Services Analyst IT Security at Franklin Templeton Investments
Industry Information Technology and Services
Experience
Franklin Templeton Investments May 2011 - Present
Franklin Templeton Investments November 2007 - April 2011
Resources Global Professionals May 2005 - November 2007
Independent Consultant, Silicon Valley June 2004 - March 2005
ETRADE FINANCIAL April 1997 - April 2004
COLLEGIS INC January 1993 - January 1997
Skills
IT Governance, SOX, SharePoint, Archer - eGRC, Business Analysis, IT Risk, Information Technology, ITIL, Sarbanes-Oxley Act, Security, Information Security, SSAE 16, GRC, IT GRC, IT Risk Management, Governance, Cisco Technologies, IT Audit, Enterprise Risk..., SAS70, Business Process, Risk Management, Business Continuity, Internal Audit, IT Management, PMO, Sarbanes-Oxley, Financial Risk, SOX 404, Internal Controls, Auditing, Information Security..., Software Documentation, CISA, ISO 27001, Enterprise Software, PCI DSS, CISSP
Education
Saint Mary's College 1989 — 1993
Bachelor of Science; School
St. Francis High School 1985 — 1989
Franklin Templeton Investments May 2011 - Present
Franklin Templeton Investments November 2007 - April 2011
Resources Global Professionals May 2005 - November 2007
Independent Consultant, Silicon Valley June 2004 - March 2005
ETRADE FINANCIAL April 1997 - April 2004
COLLEGIS INC January 1993 - January 1997
Skills
IT Governance, SOX, SharePoint, Archer - eGRC, Business Analysis, IT Risk, Information Technology, ITIL, Sarbanes-Oxley Act, Security, Information Security, SSAE 16, GRC, IT GRC, IT Risk Management, Governance, Cisco Technologies, IT Audit, Enterprise Risk..., SAS70, Business Process, Risk Management, Business Continuity, Internal Audit, IT Management, PMO, Sarbanes-Oxley, Financial Risk, SOX 404, Internal Controls, Auditing, Information Security..., Software Documentation, CISA, ISO 27001, Enterprise Software, PCI DSS, CISSP
Education
Saint Mary's College 1989 — 1993
Bachelor of Science; School
St. Francis High School 1985 — 1989
Roberta Bernhard's Franklin Templeton Investments Experience June 1995 - September 1996
Job Sr. Human Factors Engineer/User Experience Researcher
Industry Research
Experience
Exelis September 2010 - Present
Oracle 2010 - November 2010
BayCHI 2010 - 2010
BayCHI 2010 - 2010
BayCHI 2010 - 2010
Pacific Science & Engineering August 2007 - October 2009
Socratic Technologies August 2006 - January 2007
NASA February 2001 - January 2006
Spencer Research and Technology June 2000 - December 2005
Franklin Templeton Investments June 1995 - September 1996
Skills
Heuristic Evaluation, Human Computer..., User-centered Design, Data Analysis, Human Factors..., Human Factors, Workflow, Decision Analysis, Modeling, Usability Testing, User Requirements, Project Management, Task Analysis, Persona, Survey Design, Usability, Agile Methodologies
Education
University of California, Berkeley 2000 — 2001
Consortium Graduate Program, Psychology
San Francisco State University 1999 — 2001
M.A., Psychological Research
Université Sorbonne Nouvelle - Paris 3
Certificate, French language and literature
Université de Fribourg/Universität Freiburg
Masters (ABComps), French language and literature
Exelis September 2010 - Present
Oracle 2010 - November 2010
BayCHI 2010 - 2010
BayCHI 2010 - 2010
BayCHI 2010 - 2010
Pacific Science & Engineering August 2007 - October 2009
Socratic Technologies August 2006 - January 2007
NASA February 2001 - January 2006
Spencer Research and Technology June 2000 - December 2005
Franklin Templeton Investments June 1995 - September 1996
Skills
Heuristic Evaluation, Human Computer..., User-centered Design, Data Analysis, Human Factors..., Human Factors, Workflow, Decision Analysis, Modeling, Usability Testing, User Requirements, Project Management, Task Analysis, Persona, Survey Design, Usability, Agile Methodologies
Education
University of California, Berkeley 2000 — 2001
Consortium Graduate Program, Psychology
San Francisco State University 1999 — 2001
M.A., Psychological Research
Université Sorbonne Nouvelle - Paris 3
Certificate, French language and literature
Université de Fribourg/Universität Freiburg
Masters (ABComps), French language and literature
Nasar Massis's Franklin Templeton Investments Experience 1993 - 2006
Job
Industry Computer Hardware
Experience
Salesforce June 2014 - Present
Hitachi Data Systems June 2009 - May 2014
Barclays Global Investors April 2007 - June 2009
Fisher Investments July 2006 - March 2007
Franklin Templeton September 1993 - June 2006
Strohl Systems 1998 - 2006
Franklin Templeton Investments 1993 - 2006
Skills
Business Continuity, Disaster Recovery, Risk Management, Crisis Management, Emergency Management, Data Center, Risk Assessment, CBCP, Business Resilience, Exercises, Program Management, Vendor Management, Contingency Planning, Testing, SharePoint, Risk Analysis, Visio, BS25999, Process Improvement, Project Management, Management, Business Impact Analysis, Business Process..., Business Continuity..., IT Service Management, Incident Management, Infrastructure, Information Security..., Governance, ITIL, Information Security, Security, IT Management, Information Technology, Strategy, IT Operations, Solution Architecture, Enterprise Risk..., IT Audit, IT Strategy, Operational Risk..., COBIT, SDLC, Project Portfolio..., Professional Services, PMP, CISA, Business Process, Security Audits, ISO 27001
Education
San Francisco State University 1988 — 1990
BS
Salesforce June 2014 - Present
Hitachi Data Systems June 2009 - May 2014
Barclays Global Investors April 2007 - June 2009
Fisher Investments July 2006 - March 2007
Franklin Templeton September 1993 - June 2006
Strohl Systems 1998 - 2006
Franklin Templeton Investments 1993 - 2006
Skills
Business Continuity, Disaster Recovery, Risk Management, Crisis Management, Emergency Management, Data Center, Risk Assessment, CBCP, Business Resilience, Exercises, Program Management, Vendor Management, Contingency Planning, Testing, SharePoint, Risk Analysis, Visio, BS25999, Process Improvement, Project Management, Management, Business Impact Analysis, Business Process..., Business Continuity..., IT Service Management, Incident Management, Infrastructure, Information Security..., Governance, ITIL, Information Security, Security, IT Management, Information Technology, Strategy, IT Operations, Solution Architecture, Enterprise Risk..., IT Audit, IT Strategy, Operational Risk..., COBIT, SDLC, Project Portfolio..., Professional Services, PMP, CISA, Business Process, Security Audits, ISO 27001
Education
San Francisco State University 1988 — 1990
BS
Jon Beer's Franklin Templeton Investments Experience 1991 - 1998
Job
Industry Financial Services
Experience
E*TRADE Financial June 2009 - January 2015
E*Trade Financial 1998 - 2009
Franklin Templeton Investments 1991 - 1998
Skills
Securities, FINRA, Series 7, Series 63, Series 24, Series 55, Mutual Funds, Options, Electronic Trading, Management, Equities, Trading, ETFs, Trading Systems, Fixed Income, Back Office, Equity Trading, Financial Services, Investments, Risk Management
Education
San Jose State University 1989 — 1991
Bachelor of Arts (B.A.)
San Diego State University-California State University 1981 — 1984
E*TRADE Financial June 2009 - January 2015
E*Trade Financial 1998 - 2009
Franklin Templeton Investments 1991 - 1998
Skills
Securities, FINRA, Series 7, Series 63, Series 24, Series 55, Mutual Funds, Options, Electronic Trading, Management, Equities, Trading, ETFs, Trading Systems, Fixed Income, Back Office, Equity Trading, Financial Services, Investments, Risk Management
Education
San Jose State University 1989 — 1991
Bachelor of Arts (B.A.)
San Diego State University-California State University 1981 — 1984
Jean-Luc Chiramberro's Franklin Templeton Investments Experience January 1997 - November 2000
Job Sr. Director, Sales Operations at Informatica
Industry Computer Software
Experience
Informatica February 2010 - Present
Informatica December 2000 - January 2010
Franklin Templeton Investments January 1997 - November 2000
Franklin Templeton Investments January 1995 - December 1996
Skills
SaaS, Data Integration, Leadership, CRM, Marketing, Business Alliances, Sales Operations, Lead Generation, Eloqua, Salesforce.com, Sales Enablement, Go-to-market Strategy, Enterprise Software, Demand Generation, Strategic Partnerships, Business Intelligence, Solution Selling, Management, Cloud Computing, Professional Services, Software Industry, Master Data Management
Education
San Francisco State University 1994 — 1998
Masters, Speech Communications
University of California, Davis 1989 — 1993
BA, Communciations
Informatica February 2010 - Present
Informatica December 2000 - January 2010
Franklin Templeton Investments January 1997 - November 2000
Franklin Templeton Investments January 1995 - December 1996
Skills
SaaS, Data Integration, Leadership, CRM, Marketing, Business Alliances, Sales Operations, Lead Generation, Eloqua, Salesforce.com, Sales Enablement, Go-to-market Strategy, Enterprise Software, Demand Generation, Strategic Partnerships, Business Intelligence, Solution Selling, Management, Cloud Computing, Professional Services, Software Industry, Master Data Management
Education
San Francisco State University 1994 — 1998
Masters, Speech Communications
University of California, Davis 1989 — 1993
BA, Communciations
Bob Wilmot's Franklin Templeton Investments Experience September 1994 - March 2001
Job User Experience Manager at Stanford Athletics
Industry Sports
Experience
Stanford Athletics March 2006 - March 2013
San Jose CyberRays 2001 - 2003
Franklin Templeton Investments September 1994 - March 2001
Educational Testing Service March 1988 - September 1994
Portland Timbers April 1975 - August 1975
Skills
Event Management, Sports, Ticket Sales, Sports Management, Sports Marketing
Education
University of San Francisco 2001 — 2003
MA, Sport Management
University of California, Berkeley 1995 — 1998
Certificate, Marketing, with Specialty in Sports Marketing
San Diego State University-California State University 1985 — 1987
Public History
San Diego State University-California State University 1981 — 1985
BA, History
Western Washington University 1978 — 1980
Broadcasting, History
Seaside High School 1976 — 1978
Stanford Athletics March 2006 - March 2013
San Jose CyberRays 2001 - 2003
Franklin Templeton Investments September 1994 - March 2001
Educational Testing Service March 1988 - September 1994
Portland Timbers April 1975 - August 1975
Skills
Event Management, Sports, Ticket Sales, Sports Management, Sports Marketing
Education
University of San Francisco 2001 — 2003
MA, Sport Management
University of California, Berkeley 1995 — 1998
Certificate, Marketing, with Specialty in Sports Marketing
San Diego State University-California State University 1985 — 1987
Public History
San Diego State University-California State University 1981 — 1985
BA, History
Western Washington University 1978 — 1980
Broadcasting, History
Seaside High School 1976 — 1978
Silvia Casas's Franklin Templeton Investments Experience November 2005 - Present
Job Benefits Advisor at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments November 2005 - Present
Kaiser Permanente April 2005 - November 2005
Franklin Templeton Group September 1991 - March 2005
Skills
Human Resources, Employee Benefits, PeopleSoft, HRIS, New Hire Orientations, Leadership, Recruiting, Benefits Administration, Personnel Management, Program Management, Employee Relations, Onboarding, Time Management, Customer Service
Education
San Francisco State University 2009 — 2014
Criminal Justice, Criminal Justice Studies
Skyline College
Liberal Arts, Liberal Arts
Franklin Templeton Investments November 2005 - Present
Kaiser Permanente April 2005 - November 2005
Franklin Templeton Group September 1991 - March 2005
Skills
Human Resources, Employee Benefits, PeopleSoft, HRIS, New Hire Orientations, Leadership, Recruiting, Benefits Administration, Personnel Management, Program Management, Employee Relations, Onboarding, Time Management, Customer Service
Education
San Francisco State University 2009 — 2014
Criminal Justice, Criminal Justice Studies
Skyline College
Liberal Arts, Liberal Arts
Colleen Kemper, SPHR's Franklin Templeton Investments Experience January 1992 - January 1999
Job Senior Learning Consultant at Kaiser Permanente
Industry Financial Services
Experience
Kaiser Permanente November 2010 - Present
HomEq Servicing April 2007 - October 2010
e-VentExe October 2006 - March 2007
Blue Shield of California March 2006 - October 2006
USCS/DST Innovis/amdocs March 1999 - March 2006
Franklin Templeton Investments January 1992 - January 1999
Skills
Human Resources, Call Center, Strategic Partnerships, Vendor Management, Employee Relations, Performance Management, Onboarding, Change Management, Coaching
Education
San Francisco State University 1987 — 1988
Multiple Subject Teaching Credential
San Jose State University 1982 — 1984
Bachelor of Arts, Advertising
Sierra College 1980 — 1982
Associate of Arts, Marketing
Kaiser Permanente November 2010 - Present
HomEq Servicing April 2007 - October 2010
e-VentExe October 2006 - March 2007
Blue Shield of California March 2006 - October 2006
USCS/DST Innovis/amdocs March 1999 - March 2006
Franklin Templeton Investments January 1992 - January 1999
Skills
Human Resources, Call Center, Strategic Partnerships, Vendor Management, Employee Relations, Performance Management, Onboarding, Change Management, Coaching
Education
San Francisco State University 1987 — 1988
Multiple Subject Teaching Credential
San Jose State University 1982 — 1984
Bachelor of Arts, Advertising
Sierra College 1980 — 1982
Associate of Arts, Marketing
Tyler Riedel's Franklin Templeton Investments Experience 2007 - 2009
Job AP Specialist at VSP Vision Care
Industry Accounting
Experience
VSP Vision Care June 2012 - Present
Valley Rubber and Gasket Co. Inc 2009 - June 2012
Franklin Templeton Investments 2007 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, DVI, SAP ERP, SAP Implementation, ViaWarp, Mainframe
Education
The University of Texas at San Antonio 2003 — 2006
San Antonio College 2001 — 2003
VSP Vision Care June 2012 - Present
Valley Rubber and Gasket Co. Inc 2009 - June 2012
Franklin Templeton Investments 2007 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, DVI, SAP ERP, SAP Implementation, ViaWarp, Mainframe
Education
The University of Texas at San Antonio 2003 — 2006
San Antonio College 2001 — 2003
Lu Yu Ding's Franklin Templeton Investments Experience November 1996 - June 2000
Job Finance and Tax Professional, CPA, MS Tax
Industry Consumer Electronics
Experience
Oracle November 2014 - Present
Oracle January 2013 - November 2014
Logitech Inc September 2008 - January 2013
Logitech Inc October 2006 - September 2008
Logitech Inc June 2005 - October 2006
New Focus February 2001 - June 2005
Adaptec July 2000 - February 2001
Franklin Templeton Investments November 1996 - June 2000
Skills
Corporate Tax, Excel, Essbase, Financial Analysis, Forecasting, Word, Hyperion Planning, Accounting, SOX, Budgeting, Financial Modeling, Financial Planning, Tax, Sarbanes-Oxley Act, Strategic Financial..., Transfer Pricing, Financial Reporting, Revenue Recognition, SEC filings, US GAAP, Finance, Microsoft Excel, Process Improvement
Education
Cal State East Bay 2009 — 2012
Master of Science (MS), Taxation, 3.973
San Francisco State University
Master of Science (MS), Accounting
Oracle November 2014 - Present
Oracle January 2013 - November 2014
Logitech Inc September 2008 - January 2013
Logitech Inc October 2006 - September 2008
Logitech Inc June 2005 - October 2006
New Focus February 2001 - June 2005
Adaptec July 2000 - February 2001
Franklin Templeton Investments November 1996 - June 2000
Skills
Corporate Tax, Excel, Essbase, Financial Analysis, Forecasting, Word, Hyperion Planning, Accounting, SOX, Budgeting, Financial Modeling, Financial Planning, Tax, Sarbanes-Oxley Act, Strategic Financial..., Transfer Pricing, Financial Reporting, Revenue Recognition, SEC filings, US GAAP, Finance, Microsoft Excel, Process Improvement
Education
Cal State East Bay 2009 — 2012
Master of Science (MS), Taxation, 3.973
San Francisco State University
Master of Science (MS), Accounting
Kevin Wellendorf's Franklin Templeton Investments Experience
Job Lead Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments
Skills
Awarded the Claritas®...
Education
Saint Mary's College of California 1986 — 1989
BS, Accounting
Franklin Templeton Investments
Skills
Awarded the Claritas®...
Education
Saint Mary's College of California 1986 — 1989
BS, Accounting
Macy Moran's Franklin Templeton Investments Experience July 1999 - Present
Job Sr. Systems Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 1999 - Present
Skills
Business Analysis, SDLC, Requirements Analysis, Financial Services, Vendor Management, Requirements Gathering, Software Project..., Banking, Equities, Process Improvement
Education
Saint Paul University 1983 — 1987
Franklin Templeton Investments July 1999 - Present
Skills
Business Analysis, SDLC, Requirements Analysis, Financial Services, Vendor Management, Requirements Gathering, Software Project..., Banking, Equities, Process Improvement
Education
Saint Paul University 1983 — 1987
Andrew Mayo's Franklin Templeton Investments Experience June 2006 - December 2008
Job MBA, CPA Candidate
Industry Accounting
Experience
Sacramento Kings November 2011 - Present
LPGA Tour Championship August 2010 - December 2010
2010 U.S. Women's Open May 2010 - July 2010
KIA CLASSIC Presented by J Golf February 2010 - May 2010
Franklin Templeton Investments June 2006 - December 2008
Goodell, Porter & Fredericks, LLP June 2004 - January 2006
Skills
Accounting, Audit, Sports Management, Financial Reporting, Financial Analysis, Auditing, Event Management, Financial Projections
Education
San Diego State University-California State University 2009 — 2010
MBA, Sports Management
University of California, Santa Barbara 1999 — 2003
BA, Business Economics with emphasis in Accounting
Sacramento Kings November 2011 - Present
LPGA Tour Championship August 2010 - December 2010
2010 U.S. Women's Open May 2010 - July 2010
KIA CLASSIC Presented by J Golf February 2010 - May 2010
Franklin Templeton Investments June 2006 - December 2008
Goodell, Porter & Fredericks, LLP June 2004 - January 2006
Skills
Accounting, Audit, Sports Management, Financial Reporting, Financial Analysis, Auditing, Event Management, Financial Projections
Education
San Diego State University-California State University 2009 — 2010
MBA, Sports Management
University of California, Santa Barbara 1999 — 2003
BA, Business Economics with emphasis in Accounting
DUNG DANG's Franklin Templeton Investments Experience May 1997 - September 2000
Job 25+ years experience in IT delivering high quality solutions in financial services
Industry Financial Services
Experience
Visa Inc. May 2013 - Present
Wells Fargo January 2012 - May 2013
Federal Home Loan Bank of San Francisco September 2008 - December 2011
State Street June 2001 - July 2008
BlackRock September 2000 - June 2001
Franklin Templeton Investments May 1997 - September 2000
Franklin Templeton Investments January 1992 - May 1997
Franklin Templeton Investments January 1990 - January 1992
Franklin Templeton Investments August 1988 - January 1990
Bank of America May 1984 - August 1988
Skills
Mutual Funds, Fixed Income, Fund Accounting, Fund Administration, Equities, ETFs, Bloomberg, Securities, Asset Managment, .NET Compact Framework, VB.NET, C#, VBA, VB6, VAX COBOL, VAX C, Turbo C, Clipper, DCL, Oracle SQL, Microsoft SQL Server, SSIS, MS Project, FrontRange, Appworx, TFS, VSS, PVCS, HP Quality Center, Crystal Reports, Autosys, SWIFT messaging, Erwin 3.5, XML Schema, JIRA, Calypso, Cast, Agile & Waterfall..., WCF Services, Powerhouse, MQ Series, Sybase, CTM, DTS, Series 6, MPF (Mortgage..., SDLC
Education
San Francisco State University 1984 — 1987
Bachelor's degree, Computer Science
Visa Inc. May 2013 - Present
Wells Fargo January 2012 - May 2013
Federal Home Loan Bank of San Francisco September 2008 - December 2011
State Street June 2001 - July 2008
BlackRock September 2000 - June 2001
Franklin Templeton Investments May 1997 - September 2000
Franklin Templeton Investments January 1992 - May 1997
Franklin Templeton Investments January 1990 - January 1992
Franklin Templeton Investments August 1988 - January 1990
Bank of America May 1984 - August 1988
Skills
Mutual Funds, Fixed Income, Fund Accounting, Fund Administration, Equities, ETFs, Bloomberg, Securities, Asset Managment, .NET Compact Framework, VB.NET, C#, VBA, VB6, VAX COBOL, VAX C, Turbo C, Clipper, DCL, Oracle SQL, Microsoft SQL Server, SSIS, MS Project, FrontRange, Appworx, TFS, VSS, PVCS, HP Quality Center, Crystal Reports, Autosys, SWIFT messaging, Erwin 3.5, XML Schema, JIRA, Calypso, Cast, Agile & Waterfall..., WCF Services, Powerhouse, MQ Series, Sybase, CTM, DTS, Series 6, MPF (Mortgage..., SDLC
Education
San Francisco State University 1984 — 1987
Bachelor's degree, Computer Science
Keith Cattaneo's Franklin Templeton Investments Experience June 1989 - December 2006
Job Producer, Business Development at NFP
Industry Financial Services
Experience
NFP August 2014 - Present
Great West Financial January 2008 - August 2014
Franklin Templeton Investments June 1989 - December 2006
Skills
Retirement Plan..., Series 63, Series 7, Retirement, 401k, Series 6, Retirement Planning, Profit Sharing, Mutual Funds, 401k Rollovers, 403 b, Alternative Investments, Asset Allocation, Asset Management, Benefits Administration, Defined Benefit, Defined Contribution, Disability Insurance, ERISA, ETFs, Employee Benefits, Estate Planning, Executive Pay, FINRA, Financial Advisory, Financial Planners, Financial Services, Fixed Annuities, IRAs, Health Insurance, Insurance, Investment Advisory, Investment Strategies, Investments, Life Insurance, Long-term Care, Pensions, Portfolio Management, Qualified Retirement..., Relationship Management, Retirement Savings, Securities, Separately Managed..., Series 24, Strategic Financial..., Series 65, Uniform Combined State..., Variable Annuities, Wealth Management, Wealth Accumulation
Education
St. Mary's College of California 1986 — 1989
NFP August 2014 - Present
Great West Financial January 2008 - August 2014
Franklin Templeton Investments June 1989 - December 2006
Skills
Retirement Plan..., Series 63, Series 7, Retirement, 401k, Series 6, Retirement Planning, Profit Sharing, Mutual Funds, 401k Rollovers, 403 b, Alternative Investments, Asset Allocation, Asset Management, Benefits Administration, Defined Benefit, Defined Contribution, Disability Insurance, ERISA, ETFs, Employee Benefits, Estate Planning, Executive Pay, FINRA, Financial Advisory, Financial Planners, Financial Services, Fixed Annuities, IRAs, Health Insurance, Insurance, Investment Advisory, Investment Strategies, Investments, Life Insurance, Long-term Care, Pensions, Portfolio Management, Qualified Retirement..., Relationship Management, Retirement Savings, Securities, Separately Managed..., Series 24, Strategic Financial..., Series 65, Uniform Combined State..., Variable Annuities, Wealth Management, Wealth Accumulation
Education
St. Mary's College of California 1986 — 1989
Dorothy Curran's Franklin Templeton Investments Experience August 2000 - June 2005
Job VP, HR Business Integration at Leidos
Industry Military
Experience
Leidos (formerly SAIC) August 2013 - Present
Science Applications International Corporation February 2008 - August 2013
Science Applications International Corporation June 2005 - February 2008
Franklin Templeton Investments August 2000 - June 2005
Sun Microsystems 1999 - 2000
Hexcel Corporation February 1996 - October 1999
LifeScan (Subsidiary of Johnson & Johnson) July 1994 - February 1996
Human Resource MicroSystems December 1985 - July 1994
Skills
HRIS, PeopleSoft, Human Resources, Business Process, Program Management, Applicant Tracking..., Project Management, Management, Taleo, Personnel Management, Oracle HR, Analysis, Process Improvement, Succession Planning, Performance Management, Business Process..., Onboarding, Workforce Planning, Talent Management, Data Privacy, ADP Payroll, HR Technology, SDLC, Vendor Management, Resource Management, Testing, Employee Relations, Talent Acquisition, Deferred Compensation, Internet Recruiting, Employee Benefits, Organizational..., Workday, Integration
Education
San Francisco State University
BS, Bus Admin / Computer Info Systems
Leidos (formerly SAIC) August 2013 - Present
Science Applications International Corporation February 2008 - August 2013
Science Applications International Corporation June 2005 - February 2008
Franklin Templeton Investments August 2000 - June 2005
Sun Microsystems 1999 - 2000
Hexcel Corporation February 1996 - October 1999
LifeScan (Subsidiary of Johnson & Johnson) July 1994 - February 1996
Human Resource MicroSystems December 1985 - July 1994
Skills
HRIS, PeopleSoft, Human Resources, Business Process, Program Management, Applicant Tracking..., Project Management, Management, Taleo, Personnel Management, Oracle HR, Analysis, Process Improvement, Succession Planning, Performance Management, Business Process..., Onboarding, Workforce Planning, Talent Management, Data Privacy, ADP Payroll, HR Technology, SDLC, Vendor Management, Resource Management, Testing, Employee Relations, Talent Acquisition, Deferred Compensation, Internet Recruiting, Employee Benefits, Organizational..., Workday, Integration
Education
San Francisco State University
BS, Bus Admin / Computer Info Systems
Carol Quan's Franklin Templeton Investments Experience October 2014 - Present
Job GRC Compliance Supervisor at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2014 - Present
Franklin Templeton 2001 - September 2014
Franklin Templeton Investments August 1995 - October 1999
Franklin Templeton Investments May 1994 - August 1995
Education
San Francisco State University
bacholor of arts
Franklin Templeton Investments October 2014 - Present
Franklin Templeton 2001 - September 2014
Franklin Templeton Investments August 1995 - October 1999
Franklin Templeton Investments May 1994 - August 1995
Education
San Francisco State University
bacholor of arts
Melissa Auld's Franklin Templeton Investments Experience November 2010 - February 2012
Job Corporate Accountant at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company March 2012 - Present
Franklin Templeton Investments November 2010 - February 2012
Reflow Management January 2009 - October 2010
ALPS Fund Services, Inc. June 2006 - October 2007
ALPS Fund Services, Inc. February 2006 - May 2006
ALPS Mutual Funds Services August 2005 - February 2006
J.P. Morgan Retirement Plan Services October 2004 - July 2005
PFPC Worldwide June 2000 - May 2004
PFPC January 1996 - January 1999
Skills
Customer Relations, Mutual Funds, Financial Services, Series 6, Accounts Receivable, Management, Analysis, Accounting, Customer Service, Sales, Auditing, Access, Finance, Account Reconciliation, Mergers & Acquisitions, Financial Analysis
Education
Saint Joseph's University - Erivan K. Haub School of Business 1997 — 1998
Archbishop Prendergast High School Drexel 1993 — 1997
High School Diploma
University of Phoenix King of Prussia
ALPS, A DST Company March 2012 - Present
Franklin Templeton Investments November 2010 - February 2012
Reflow Management January 2009 - October 2010
ALPS Fund Services, Inc. June 2006 - October 2007
ALPS Fund Services, Inc. February 2006 - May 2006
ALPS Mutual Funds Services August 2005 - February 2006
J.P. Morgan Retirement Plan Services October 2004 - July 2005
PFPC Worldwide June 2000 - May 2004
PFPC January 1996 - January 1999
Skills
Customer Relations, Mutual Funds, Financial Services, Series 6, Accounts Receivable, Management, Analysis, Accounting, Customer Service, Sales, Auditing, Access, Finance, Account Reconciliation, Mergers & Acquisitions, Financial Analysis
Education
Saint Joseph's University - Erivan K. Haub School of Business 1997 — 1998
Archbishop Prendergast High School Drexel 1993 — 1997
High School Diploma
University of Phoenix King of Prussia
Federico Cadiz's Franklin Templeton Investments Experience 1990 - 1999
Job Manager, Accounting (Managed Services) at Radius Worldwide
Industry Financial Services
Experience
Radius Worldwide April 2014 - Present
High Street Partners February 2013 - April 2014
Hitach Data Systems June 2012 - February 2013
Electronic Arts February 2009 - May 2012
Anesiva, Inc. December 2006 - February 2009
Palo Alto Medical Foundation January 1999 - December 2006
Franklin Templeton Investments 1990 - 1999
Skills
Financial Accounting, Cost Accounting, Financial Analysis, Revenue Recognition, Forecasting, SEC filings, Mergers & Acquisitions, Business Strategy, Leadership, Sarbanes-Oxley Act, GAAP, Accounting, Start-ups, Revenue Analysis, Essbase, Hyperion Enterprise, Oracle Applications, Lawson General Ledger, Intacct
Education
San Francisco State University
Bachelor of Science (B.S.) - Economics and Finance
Radius Worldwide April 2014 - Present
High Street Partners February 2013 - April 2014
Hitach Data Systems June 2012 - February 2013
Electronic Arts February 2009 - May 2012
Anesiva, Inc. December 2006 - February 2009
Palo Alto Medical Foundation January 1999 - December 2006
Franklin Templeton Investments 1990 - 1999
Skills
Financial Accounting, Cost Accounting, Financial Analysis, Revenue Recognition, Forecasting, SEC filings, Mergers & Acquisitions, Business Strategy, Leadership, Sarbanes-Oxley Act, GAAP, Accounting, Start-ups, Revenue Analysis, Essbase, Hyperion Enterprise, Oracle Applications, Lawson General Ledger, Intacct
Education
San Francisco State University
Bachelor of Science (B.S.) - Economics and Finance
Ric Mauricio EA, CFP's Franklin Templeton Investments Experience January 2003 - December 2006
Job Investments, Tax and Accounting
Industry Investment Management
Experience
Family Office May 1976 - Present
H&R Block 1999 - Present
Robert Half International 1999 - Present
Franklin Templeton Investments January 2003 - December 2006
VMware 2004 - 2005
Olympian Oil Company September 1999 - September 2002
Sand Hill Global Advisors September 1991 - September 1999
Morgan Stanley February 1982 - September 1991
Pacific Gas and Electric Company February 1973 - February 1981
Skills
QuickBooks, Financial Reporting, Accounting, Certified Excel..., Financial Analysis, Account Reconciliation, Cash Flow, Auditing, Tax, Investment Analysis, Valuation, Analysis, Fixed Assets, Accounts Receivable, Accounts Payable, Finance, Invoicing, Return on Investment..., Investments, Management, Budgets, GAAP, Financial Planning
Education
San Francisco State University
Bachelor's degree, World Business Management
Family Office May 1976 - Present
H&R Block 1999 - Present
Robert Half International 1999 - Present
Franklin Templeton Investments January 2003 - December 2006
VMware 2004 - 2005
Olympian Oil Company September 1999 - September 2002
Sand Hill Global Advisors September 1991 - September 1999
Morgan Stanley February 1982 - September 1991
Pacific Gas and Electric Company February 1973 - February 1981
Skills
QuickBooks, Financial Reporting, Accounting, Certified Excel..., Financial Analysis, Account Reconciliation, Cash Flow, Auditing, Tax, Investment Analysis, Valuation, Analysis, Fixed Assets, Accounts Receivable, Accounts Payable, Finance, Invoicing, Return on Investment..., Investments, Management, Budgets, GAAP, Financial Planning
Education
San Francisco State University
Bachelor's degree, World Business Management
Andrea Ow's Franklin Templeton Investments Experience May 2011 - Present
Job Director at Franklin Templeton Investments
Industry Information Technology and Services
Experience
Franklin Templeton Investments May 2011 - Present
Wells Fargo March 2011 - May 2011
Charles Schwab 2003 - 2009
Charles Schwab 1998 - 2003
Charles Schwab 1997 - 1998
Lockheed Martin 1988 - 1997
Skills
Asset Management, Cross-functional Team..., Communication, DB2, Enterprise Software, IT Strategy, Integration, Leadership, MS Project, Management, Mainframe, Outsourcing, PMO, People-oriented, Project Management, Risk Management, Project Portfolio..., SDLC, SharePoint, Software Development, Strategy, Vendor Management, Visio
Education
Lowell High School
San Francisco State University
Bachelor of Arts, Information Systems
Franklin Templeton Investments May 2011 - Present
Wells Fargo March 2011 - May 2011
Charles Schwab 2003 - 2009
Charles Schwab 1998 - 2003
Charles Schwab 1997 - 1998
Lockheed Martin 1988 - 1997
Skills
Asset Management, Cross-functional Team..., Communication, DB2, Enterprise Software, IT Strategy, Integration, Leadership, MS Project, Management, Mainframe, Outsourcing, PMO, People-oriented, Project Management, Risk Management, Project Portfolio..., SDLC, SharePoint, Software Development, Strategy, Vendor Management, Visio
Education
Lowell High School
San Francisco State University
Bachelor of Arts, Information Systems
Carol Kwong's Franklin Templeton Investments Experience 1992 - Present
Job Project Manager at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments 1992 - Present
Westpac 1990 - 1992
Cohn & Wells, Inc. 1989 - 1990
Skills
Business Analysis, Equities, Portfolio Management, Back Office, Requirements Gathering, Business Requirements, SDLC, Project Management, Risk Management, Investments
Education
San Francisco State University 1984 — 1989
Bachelor, Business Administration
Franklin Templeton Investments 1992 - Present
Westpac 1990 - 1992
Cohn & Wells, Inc. 1989 - 1990
Skills
Business Analysis, Equities, Portfolio Management, Back Office, Requirements Gathering, Business Requirements, SDLC, Project Management, Risk Management, Investments
Education
San Francisco State University 1984 — 1989
Bachelor, Business Administration
Riyad Mark Asfoor's Franklin Templeton Investments Experience September 1996 - January 1999
Job Manager/Loan Officer at Cal Pro Home Loans
Industry Real Estate
Experience
Cal Pro Home Loans October 2011 - Present
HelpRickSF 2006 - Present
Western Standard Financial July 2009 - October 2011
Hilltop Financial Mortgage November 1999 - September 2007
Ameriquest Mortgage February 1999 - October 1999
Franklin Templeton Investments September 1996 - January 1999
Skills
Short Sales, Investment Properties, First Time Home Buyers, Residential Homes, FHA, REO, Loans, Sellers, Foreclosures, Investors, Refinance, Loan Origination, Small Business, Marketing, Finance, Single Family Homes, Banking, Mortgage Lending, Real Estate
Education
San Francisco State University 1993 — 1996
Bachelor of Arts (BA), International Relations and Affairs
Monterey High School 1990 — 1991
Cal Pro Home Loans October 2011 - Present
HelpRickSF 2006 - Present
Western Standard Financial July 2009 - October 2011
Hilltop Financial Mortgage November 1999 - September 2007
Ameriquest Mortgage February 1999 - October 1999
Franklin Templeton Investments September 1996 - January 1999
Skills
Short Sales, Investment Properties, First Time Home Buyers, Residential Homes, FHA, REO, Loans, Sellers, Foreclosures, Investors, Refinance, Loan Origination, Small Business, Marketing, Finance, Single Family Homes, Banking, Mortgage Lending, Real Estate
Education
San Francisco State University 1993 — 1996
Bachelor of Arts (BA), International Relations and Affairs
Monterey High School 1990 — 1991
Isabelle Briand's Franklin Templeton Investments Experience June 2011 - Present
Job Senior Business Analyst
Industry Financial Services
Experience
Franklin Templeton Investments June 2011 - Present
Franklin Templeton Investments April 2010 - June 2011
Franklin Templeton Investments July 2000 - February 2009
Franklin Templeton Investments September 1998 - July 2000
Franklin Templeton Investments October 1995 - September 1998
Franklin Templeton Investments February 1992 - October 1995
Franklin Templeton Investments January 1991 - February 1992
Skills
Relationship Management, Business Process Mapping, Process Flow..., User Documentation, UPK
Education
San Francisco State University 1986 — 1990
B.A.
Mercy High School, Burlingame 1982 — 1986
NASD Series 6 License
Franklin Templeton Investments June 2011 - Present
Franklin Templeton Investments April 2010 - June 2011
Franklin Templeton Investments July 2000 - February 2009
Franklin Templeton Investments September 1998 - July 2000
Franklin Templeton Investments October 1995 - September 1998
Franklin Templeton Investments February 1992 - October 1995
Franklin Templeton Investments January 1991 - February 1992
Skills
Relationship Management, Business Process Mapping, Process Flow..., User Documentation, UPK
Education
San Francisco State University 1986 — 1990
B.A.
Mercy High School, Burlingame 1982 — 1986
NASD Series 6 License
Jeff Zimmerman's Franklin Templeton Investments Experience January 1998 - January 1999
Job Sr Market Development Manager at AT&T
Industry Telecommunications
Experience
Paulie Ayala Productions 2011 - Present
Fightnews.com January 2005 - Present
AT&T February 2003 - Present
Richard Steele Foundation & Boxing Club 2003 - Present
Exodus Communications January 1999 - January 2003
Franklin Templeton Investments January 1998 - January 1999
Franklin Templeton Investments September 1994 - January 1998
Skills
Managed Services, Unified Communications, Solution Selling, Direct Sales, Telecommunications, VoIP, Strategic Partnerships, Account Management, IP, Sales Process, Sales Operations, Enterprise Software, Professional Services, Strategy, Management, Advertising, Salesforce.com, Sales, Marketing Strategy, Social Media Marketing
Education
San Diego State University-California State University 1987 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Paulie Ayala Productions 2011 - Present
Fightnews.com January 2005 - Present
AT&T February 2003 - Present
Richard Steele Foundation & Boxing Club 2003 - Present
Exodus Communications January 1999 - January 2003
Franklin Templeton Investments January 1998 - January 1999
Franklin Templeton Investments September 1994 - January 1998
Skills
Managed Services, Unified Communications, Solution Selling, Direct Sales, Telecommunications, VoIP, Strategic Partnerships, Account Management, IP, Sales Process, Sales Operations, Enterprise Software, Professional Services, Strategy, Management, Advertising, Salesforce.com, Sales, Marketing Strategy, Social Media Marketing
Education
San Diego State University-California State University 1987 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Deborah Book's Franklin Templeton Investments Experience September 2004 - Present
Job Vice President, Human Resources at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 2004 - Present
Accenture March 1995 - October 2001
Skills
Succession Planning, Talent Management, Mergers & Acquisitions, Employee Engagement, Recruiting, Deferred Compensation, Human Resources, Leadership, Employee Benefits, Performance Management, Strategic Planning, Management, Talent Acquisition, Employee Relations, Workforce Planning
Education
San Diego State University-California State University
BA, Journalism, Public Relations, Theatre
Franklin Templeton Investments September 2004 - Present
Accenture March 1995 - October 2001
Skills
Succession Planning, Talent Management, Mergers & Acquisitions, Employee Engagement, Recruiting, Deferred Compensation, Human Resources, Leadership, Employee Benefits, Performance Management, Strategic Planning, Management, Talent Acquisition, Employee Relations, Workforce Planning
Education
San Diego State University-California State University
BA, Journalism, Public Relations, Theatre
Tuzzo James's Franklin Templeton Investments Experience
Job Vice President, Senior Trader at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments
Skills
Fixed Income, Mutual Funds, Bloomberg, Alternative Investments, Portfolio Management, Derivatives, Asset Managment, Investments
Education
St. Peter's College
Bachelor of Science (B.S.), Economics
Franklin Templeton Investments
Skills
Fixed Income, Mutual Funds, Bloomberg, Alternative Investments, Portfolio Management, Derivatives, Asset Managment, Investments
Education
St. Peter's College
Bachelor of Science (B.S.), Economics
Fiona Fitzgerald's Franklin Templeton Investments Experience December 1999 - May 2000
Job Sr. Program Manager at Visa
Industry Logistics and Supply Chain
Experience
Visa June 2012 - Present
Visa October 2011 - May 2012
San Francisco State University June 2009 - December 2011
San Mateo Foster City School District June 2010 - September 2011
Franklin Templeton January 2000 - January 2004
Franklin Templeton Group - January 1998 - December 2000
Franklin Templeton Investments December 1999 - May 2000
Franklin Templeton January 1998 - January 2000
Education
Institute of Supply Management 2013 — 2013
CPSM
PMI 2012 — 2012
Project Management Institute - Project Management Professional (PMP)
San Francisco State University 2009 — 2012
Master of Business Administration (MBA)
SFSU - BS Business Administration Magna Cum Laude 2005 — 2009
BS
Visa June 2012 - Present
Visa October 2011 - May 2012
San Francisco State University June 2009 - December 2011
San Mateo Foster City School District June 2010 - September 2011
Franklin Templeton January 2000 - January 2004
Franklin Templeton Group - January 1998 - December 2000
Franklin Templeton Investments December 1999 - May 2000
Franklin Templeton January 1998 - January 2000
Education
Institute of Supply Management 2013 — 2013
CPSM
PMI 2012 — 2012
Project Management Institute - Project Management Professional (PMP)
San Francisco State University 2009 — 2012
Master of Business Administration (MBA)
SFSU - BS Business Administration Magna Cum Laude 2005 — 2009
BS
Loretta Wong's Franklin Templeton Investments Experience 2001 - 2002
Job Administration
Industry Management Consulting
Experience
Deloitte 2005 - 2012
Charles Schwab 2004 - 2005
DHL 2002 - 2004
Franklin Templeton Investments 2001 - 2002
Wells Fargo 1999 - 2000
Skills
Outlook, Microsoft Office, Project Management, PowerPoint, Management, Event Management, Microsoft Excel, Customer Service, Microsoft Word, Budgets, Leadership, Team Building, Teamwork, Strategic Planning, Event Planning, Administrative..., Research, Data Entry, Calendars, Training, Proposal Writing, Time Management, Marketing Communications, Financial Analysis, Analysis, Marketing, Sales, Financial Reporting, Software Documentation, Program Management, Management Consulting, Change Management, Access, Forecasting, Accounting
Education
San Francisco State University
Business Administration
Deloitte 2005 - 2012
Charles Schwab 2004 - 2005
DHL 2002 - 2004
Franklin Templeton Investments 2001 - 2002
Wells Fargo 1999 - 2000
Skills
Outlook, Microsoft Office, Project Management, PowerPoint, Management, Event Management, Microsoft Excel, Customer Service, Microsoft Word, Budgets, Leadership, Team Building, Teamwork, Strategic Planning, Event Planning, Administrative..., Research, Data Entry, Calendars, Training, Proposal Writing, Time Management, Marketing Communications, Financial Analysis, Analysis, Marketing, Sales, Financial Reporting, Software Documentation, Program Management, Management Consulting, Change Management, Access, Forecasting, Accounting
Education
San Francisco State University
Business Administration
Helen Kwan, CPA, PMP's Franklin Templeton Investments Experience October 1994 - December 1997
Job Senior Director, Global Compliance, Visa Inc.
Industry Accounting
Experience
Visa November 2014 - Present
Visa August 2012 - October 2014
Visa April 2012 - August 2012
Wells Fargo Bank October 2010 - January 2012
AlixPartners 2010 - 2010
Visa January 1997 - July 2001
Franklin Templeton Investments October 1994 - December 1997
Visa 1992 - 1994
Wells Fargo January 1992 - August 1992
Deloitte 1989 - 1992
Education
San Francisco State University
Bachelor of Science (B.S.), Accounting, Cum Laude
Trinity Evangelical Divinity School (Deerfield, IL)
Graduate Certificate, Biblical Studies
Visa November 2014 - Present
Visa August 2012 - October 2014
Visa April 2012 - August 2012
Wells Fargo Bank October 2010 - January 2012
AlixPartners 2010 - 2010
Visa January 1997 - July 2001
Franklin Templeton Investments October 1994 - December 1997
Visa 1992 - 1994
Wells Fargo January 1992 - August 1992
Deloitte 1989 - 1992
Education
San Francisco State University
Bachelor of Science (B.S.), Accounting, Cum Laude
Trinity Evangelical Divinity School (Deerfield, IL)
Graduate Certificate, Biblical Studies
Rodney E. Boone's Franklin Templeton Investments Experience 1992 - 1993
Job Equity Trader at DoubleLine Equity, LP
Industry Investment Management
Experience
DoubleLine Equity, LP March 2013 - Present
Trust Company of the West March 2004 - March 2013
Thrivent Financial for Lutherans 2003 - 2004
BofA Securities / Montgomery Securities 1996 - 2002
Wells Fargo Nikko 1993 - 1996
Franklin Templeton Investments 1992 - 1993
Skills
Equities, Series 7, Asset Management, Investments, Equity Trading, Series 63, Sales, Marketing, Relationship Management, Securities, Trading
Education
University of San Francisco 1993 — 1995
MBA, Finance
San Diego State University-California State University 1987 — 1991
Bachelor of Science, Finance
DoubleLine Equity, LP March 2013 - Present
Trust Company of the West March 2004 - March 2013
Thrivent Financial for Lutherans 2003 - 2004
BofA Securities / Montgomery Securities 1996 - 2002
Wells Fargo Nikko 1993 - 1996
Franklin Templeton Investments 1992 - 1993
Skills
Equities, Series 7, Asset Management, Investments, Equity Trading, Series 63, Sales, Marketing, Relationship Management, Securities, Trading
Education
University of San Francisco 1993 — 1995
MBA, Finance
San Diego State University-California State University 1987 — 1991
Bachelor of Science, Finance
David Larrabee's Franklin Templeton Investments Experience February 2006 - May 2008
Job ArbiterPay Client Relations Manager
Industry Computer Software
Experience
Arbiter Sports June 2008 - Present
Franklin Templeton Investments February 2006 - May 2008
Skills
Customer Service, Sales, Team Leadership, Microsoft Office, Negotiation
Education
University of Phoenix 2014 — 2016
Bachelor's Degree, Accouting/Sales/Marketing
Salt Lake Community College 2010 — 2012
Riverton HS 2005 — 2006
Arbiter Sports June 2008 - Present
Franklin Templeton Investments February 2006 - May 2008
Skills
Customer Service, Sales, Team Leadership, Microsoft Office, Negotiation
Education
University of Phoenix 2014 — 2016
Bachelor's Degree, Accouting/Sales/Marketing
Salt Lake Community College 2010 — 2012
Riverton HS 2005 — 2006
Harold Majocha's Franklin Templeton Investments Experience December 2003 - November 2006
Job Relationship Builder
Industry Hospitality
Experience
Oceano Hotel and Spa May 2007 - April 2015
Kanex Energy February 2006 - April 2007
Franklin Templeton Investments December 2003 - November 2006
Morgan Stanley May 2000 - February 2003
Skills
Sales Management, Customer Service, Management, Event Management, Account Management, New Business Development, Coaching, Cross-functional Team..., Lead Generation, Hospitality, Hotels, Key Account Management, Key Performance..., Team Leadership, Networking, Outlook, Process Improvement, Public Speaking, Research, Market Research, Sales, Business Strategy, Teamwork, Youth Mentoring, Guitar Playing, Acoustic Guitar, Lead Guitar
Education
San Francisco State University 1989 — 1991
Music Management and Recording
University of Colorado Boulder 1983 — 1988
Spanish for Business
Oceano Hotel and Spa May 2007 - April 2015
Kanex Energy February 2006 - April 2007
Franklin Templeton Investments December 2003 - November 2006
Morgan Stanley May 2000 - February 2003
Skills
Sales Management, Customer Service, Management, Event Management, Account Management, New Business Development, Coaching, Cross-functional Team..., Lead Generation, Hospitality, Hotels, Key Account Management, Key Performance..., Team Leadership, Networking, Outlook, Process Improvement, Public Speaking, Research, Market Research, Sales, Business Strategy, Teamwork, Youth Mentoring, Guitar Playing, Acoustic Guitar, Lead Guitar
Education
San Francisco State University 1989 — 1991
Music Management and Recording
University of Colorado Boulder 1983 — 1988
Spanish for Business
Shelly Dueri's Franklin Templeton Investments Experience February 2004 - May 2010
Job Executive Project Associate at Franklin Templeton Investments
Industry Financial Services
Experience
Independent Individual May 2010 - Present
Franklin Templeton Investments February 2004 - May 2010
Education
Weber State University 1998 — 2000
BS, Elementary Education
Salt Lake Community College 1996 — 1998
AS, Early Childhood Education
Independent Individual May 2010 - Present
Franklin Templeton Investments February 2004 - May 2010
Education
Weber State University 1998 — 2000
BS, Elementary Education
Salt Lake Community College 1996 — 1998
AS, Early Childhood Education
Greg Dani's Franklin Templeton Investments Experience 2000 - 2001
Job Account Manager at Heartland Payment Systems
Industry Financial Services
Experience
Heartland Payment Systems November 2004 - Present
Franklin Templeton Investments 2000 - 2001
Entenmann's/Oroweat January 1988 - December 1999
Skills
Payments, Mobile Payments, Credit Cards, Account Management, Lead Generation, Sales, Electronic Payments, Merchant Services, Selling, Customer Retention, Payment Card Processing, B2B, Management, Direct Sales, Debit Cards, New Business Development, Sales Management, Cold Calling
Education
Alameda College
AA, psychology/sociology
San Francisco State University
Heartland Payment Systems November 2004 - Present
Franklin Templeton Investments 2000 - 2001
Entenmann's/Oroweat January 1988 - December 1999
Skills
Payments, Mobile Payments, Credit Cards, Account Management, Lead Generation, Sales, Electronic Payments, Merchant Services, Selling, Customer Retention, Payment Card Processing, B2B, Management, Direct Sales, Debit Cards, New Business Development, Sales Management, Cold Calling
Education
Alameda College
AA, psychology/sociology
San Francisco State University
Sonnia Vargas's Franklin Templeton Investments Experience November 1991 - February 1996
Job HCDR II California Dept. of Housing & Community Development
Industry Public Relations and Communications
Experience
California Department of Housing and Community Developement April 2014 - Present
Sacramento Housing and Redevelopment Agency December 2006 - April 2014
USA Properties Fund, Inc. November 1998 - December 2006
Ventana Property Services May 1998 - November 1998
Hilton San Francisco Financial District May 1997 - May 1998
Hilton San Francisco Financial District February 1996 - May 1997
Franklin Templeton Investments November 1991 - February 1996
Skills
Property Management, Customer Service, Real Estate, Affordable Housing, Apartments, Leases, Real Estate Development, Lease Administration, HUD, Budgets
Education
San Francisco State University 1990 — 1991
did not complete, GE
California Department of Housing and Community Developement April 2014 - Present
Sacramento Housing and Redevelopment Agency December 2006 - April 2014
USA Properties Fund, Inc. November 1998 - December 2006
Ventana Property Services May 1998 - November 1998
Hilton San Francisco Financial District May 1997 - May 1998
Hilton San Francisco Financial District February 1996 - May 1997
Franklin Templeton Investments November 1991 - February 1996
Skills
Property Management, Customer Service, Real Estate, Affordable Housing, Apartments, Leases, Real Estate Development, Lease Administration, HUD, Budgets
Education
San Francisco State University 1990 — 1991
did not complete, GE
Christopher Woodman, MBA, CFA, FCSI's Franklin Templeton Investments Experience April 2009 - February 2012
Job Vice President Regional Sales Sprott Asset Management
Industry Financial Services
Experience
Sprott Asset Management February 2012 - Present
Franklin Templeton Investments April 2009 - February 2012
AGF Management Limited August 2002 - April 2009
CIBC Wood Gundy April 1994 - August 2002
Education
Saint Mary's University 1992 — 1994
MBA, Finance
Technical University of Nova Scotia 1988 — 1990
Masters, Architecture
Sprott Asset Management February 2012 - Present
Franklin Templeton Investments April 2009 - February 2012
AGF Management Limited August 2002 - April 2009
CIBC Wood Gundy April 1994 - August 2002
Education
Saint Mary's University 1992 — 1994
MBA, Finance
Technical University of Nova Scotia 1988 — 1990
Masters, Architecture
Lindsey Rosellini's Franklin Templeton Investments Experience December 2013 - January 2014
Job Associate Attorney
Industry Legal Services
Experience
Parente & Christopher January 2014 - Present
Franklin Templeton Investments December 2013 - January 2014
The Law Offices of Jane Aceituno, The Dolan Law Firm July 2013 - January 2014
Access Information Management September 2013 - November 2013
Update Discovery July 2013 - August 2013
Bio-Rad Laboratories December 2012 - July 2013
Lewis, Feinberg, Lee, Renaker & Jackson P.C. September 2012 - October 2012
Claassen, P.C.; The Law Office of John R. Setlich; The Liu Law Firm April 2012 - May 2012
Inland Valley Justice Center; Moreno Valley Small Claims Court January 2011 - May 2011
District Attorney's Office of San Bernardino County June 2010 - May 2011
Skills
Westlaw, Adobe Acrobat, Photoshop, Legal Discovery, Legal Research, Legal Writing, Contract Administration, Research, Mediation, Microsoft Office, Document Review, LexisNexis, Salesforce.com, MS Office Suite, Mac/PC proficient, Relativity, Ringtail, Due Diligence, Contract Management, Contractual Agreements, E-Discovery, Final Cut Pro, Dreamweaver, Typing 70 wpm, Data Entry, TimeSolv, ADP Payroll, iLife, iWork, Illustrator, InDesign, Conversational Italian, Lotus Notes, Hearings, Litigation Support, Legal Assistance, Litigation, Public Speaking, Courts, Criminal Law
Education
University of La Verne College of Law 2008 — 2011
J.D., Law
Saint Mary's College of California 2003 — 2007
B.A., Communication, English & Italian Studies
Parente & Christopher January 2014 - Present
Franklin Templeton Investments December 2013 - January 2014
The Law Offices of Jane Aceituno, The Dolan Law Firm July 2013 - January 2014
Access Information Management September 2013 - November 2013
Update Discovery July 2013 - August 2013
Bio-Rad Laboratories December 2012 - July 2013
Lewis, Feinberg, Lee, Renaker & Jackson P.C. September 2012 - October 2012
Claassen, P.C.; The Law Office of John R. Setlich; The Liu Law Firm April 2012 - May 2012
Inland Valley Justice Center; Moreno Valley Small Claims Court January 2011 - May 2011
District Attorney's Office of San Bernardino County June 2010 - May 2011
Skills
Westlaw, Adobe Acrobat, Photoshop, Legal Discovery, Legal Research, Legal Writing, Contract Administration, Research, Mediation, Microsoft Office, Document Review, LexisNexis, Salesforce.com, MS Office Suite, Mac/PC proficient, Relativity, Ringtail, Due Diligence, Contract Management, Contractual Agreements, E-Discovery, Final Cut Pro, Dreamweaver, Typing 70 wpm, Data Entry, TimeSolv, ADP Payroll, iLife, iWork, Illustrator, InDesign, Conversational Italian, Lotus Notes, Hearings, Litigation Support, Legal Assistance, Litigation, Public Speaking, Courts, Criminal Law
Education
University of La Verne College of Law 2008 — 2011
J.D., Law
Saint Mary's College of California 2003 — 2007
B.A., Communication, English & Italian Studies
Bonnie Estrada's Franklin Templeton Investments Experience 1995 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
Franklin Templeton Investments 1995 - 2003
industrial indemnity co December 1974 - December 1994
Skills
Microsoft Technologies, Accounts Payable, Business Analysis, taxes
Education
San Francisco State University 1971 — 1974
Bachelor of Business Administration (B.B.A.)
Franklin Templeton Investments 1995 - 2003
industrial indemnity co December 1974 - December 1994
Skills
Microsoft Technologies, Accounts Payable, Business Analysis, taxes
Education
San Francisco State University 1971 — 1974
Bachelor of Business Administration (B.B.A.)
Ruben Palate's Franklin Templeton Investments Experience July 1998 - March 1999
Job Financial Systems Analyst at UnitedHealth Group
Industry Computer Software
Experience
UnitedHealth Group April 2007 - Present
Charles Schwab August 1999 - March 2007
Franklin Templeton Investments July 1998 - March 1999
ASE Customs Co June 1997 - July 1998
Skills
Web Development, Visual Basic, Microsoft SQL Server, Oracle SQL, Data Analysis, Financial Systems, Databases, Visio, PL/SQL
Education
San Francisco State University 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
UnitedHealth Group April 2007 - Present
Charles Schwab August 1999 - March 2007
Franklin Templeton Investments July 1998 - March 1999
ASE Customs Co June 1997 - July 1998
Skills
Web Development, Visual Basic, Microsoft SQL Server, Oracle SQL, Data Analysis, Financial Systems, Databases, Visio, PL/SQL
Education
San Francisco State University 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Ali Tirmizi's Franklin Templeton Investments Experience November 1996 - Present
Job Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments November 1996 - Present
Education
San Francisco State University
Bachelor's degree, Business Administration and Management, General
Franklin Templeton Investments November 1996 - Present
Education
San Francisco State University
Bachelor's degree, Business Administration and Management, General
Jorge Wu's Franklin Templeton Investments Experience May 2006 - Present
Job Certifited Public Acccountant
Industry Accounting
Experience
Franklin Templeton Investments May 2006 - Present
FoxHollow Technologies March 2005 - May 2006
Actuate November 2004 - March 2005
HP Autonomy June 2004 - November 2004
Serena Software November 2000 - May 2004
Publicis June 2000 - September 2000
Zenith American Solutions July 1996 - January 1999
Izabal, Bernaciak & Co., CPAs May 1995 - April 1996
The Arc of the United States January 1994 - May 1995
Wells Fargo March 1990 - December 1993
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Strategic Planning, Budgets, Certified Public...
Education
San Francisco State University 1987 — 1992
Bachelor of Science (BS), Accounting
Lowell High School 1984 — 1987
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Franklin Templeton Investments May 2006 - Present
FoxHollow Technologies March 2005 - May 2006
Actuate November 2004 - March 2005
HP Autonomy June 2004 - November 2004
Serena Software November 2000 - May 2004
Publicis June 2000 - September 2000
Zenith American Solutions July 1996 - January 1999
Izabal, Bernaciak & Co., CPAs May 1995 - April 1996
The Arc of the United States January 1994 - May 1995
Wells Fargo March 1990 - December 1993
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Strategic Planning, Budgets, Certified Public...
Education
San Francisco State University 1987 — 1992
Bachelor of Science (BS), Accounting
Lowell High School 1984 — 1987
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Nariman Nick Nayrami's Franklin Templeton Investments Experience 1986 - 2008
Job Property / Business Analyst at JLL
Industry Commercial Real Estate
Experience
Electronic and Mobile Communication 2009 - 2013
Franklin Templeton Investments 1986 - 2008
Skills
Financial Management..., Residential &..., Management, Financial Analysis, Accounting, Finance, Portfolio Management, Customer Service, Vendor Management
Education
San Francisco State University
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Electronic and Mobile Communication 2009 - 2013
Franklin Templeton Investments 1986 - 2008
Skills
Financial Management..., Residential &..., Management, Financial Analysis, Accounting, Finance, Portfolio Management, Customer Service, Vendor Management
Education
San Francisco State University
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Sandy Hock's Franklin Templeton Investments Experience August 2014 - Present
Job Digital Financial Writer at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2014 - Present
The Clorox Company December 2013 - August 2014
Franklin Templeton Investments 2009 - December 2013
Franklin Templeton Investments June 2000 - March 2009
Franklin Templeton Investments July 1998 - February 1999
InvestmentNews April 1997 - May 1998
Accounting Today February 1993 - September 1996
San Diego Business Journal July 1988 - October 1992
Skills
Copy Editing, Social Media, Blogging, Editing, Journalism, Magazines, Proofreading, Writing, Digital Media
Education
San Diego State University-California State University
Bachelor's degree, Journalism
Franklin Templeton Investments August 2014 - Present
The Clorox Company December 2013 - August 2014
Franklin Templeton Investments 2009 - December 2013
Franklin Templeton Investments June 2000 - March 2009
Franklin Templeton Investments July 1998 - February 1999
InvestmentNews April 1997 - May 1998
Accounting Today February 1993 - September 1996
San Diego Business Journal July 1988 - October 1992
Skills
Copy Editing, Social Media, Blogging, Editing, Journalism, Magazines, Proofreading, Writing, Digital Media
Education
San Diego State University-California State University
Bachelor's degree, Journalism
Polly Ng's Franklin Templeton Investments Experience July 1997 - May 1999
Job Accountant
Industry Accounting
Experience
Union Bank September 2004 - February 2011
Union Bank July 1999 - August 2004
Franklin Templeton Investments July 1997 - May 1999
Skills
Financial Accounting, Financial Reporting, General Ledger, Employee Benefits..., General & Admin Exp, Closing Accounting Books, Accounts Reconciliation, Microsoft Office, Excel, Word, Access, PowerPoint, Outlook, Business Objects
Education
San Francisco State University
Bachelor's Degree, Accounting
Union Bank September 2004 - February 2011
Union Bank July 1999 - August 2004
Franklin Templeton Investments July 1997 - May 1999
Skills
Financial Accounting, Financial Reporting, General Ledger, Employee Benefits..., General & Admin Exp, Closing Accounting Books, Accounts Reconciliation, Microsoft Office, Excel, Word, Access, PowerPoint, Outlook, Business Objects
Education
San Francisco State University
Bachelor's Degree, Accounting
Edith Tirado-Castillo's Franklin Templeton Investments Experience October 2011 - Present
Job Paralegal at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2011 - Present
San Mateo County Bar Association September 2010 - October 2012
Skills
Microsoft Office, Customer Service, Microsoft Word, Legal Research, Research, Legal Writing, Litigation, Outlook, Microsoft Excel, PowerPoint, Legal Assistance, Editing
Education
San Francisco State University 2008 — 2009
ABA Approved Paralegal Certificate, Paralegal Studies
San Francisco State University
Bachelor’s Degree, Psychology
Franklin Templeton Investments October 2011 - Present
San Mateo County Bar Association September 2010 - October 2012
Skills
Microsoft Office, Customer Service, Microsoft Word, Legal Research, Research, Legal Writing, Litigation, Outlook, Microsoft Excel, PowerPoint, Legal Assistance, Editing
Education
San Francisco State University 2008 — 2009
ABA Approved Paralegal Certificate, Paralegal Studies
San Francisco State University
Bachelor’s Degree, Psychology
Vanguard
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments