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
Juliya Obukhovskaya Juliya Obukhovskaya's Franklin Templeton Investments Experience June 2006 - December 2007
Job Production Coordinator (CONTRACT) at Charlotte Russe
Industry E-Learning
Experience
Freelancer January 2011 - Present
Charlotte Russe December 2014 - August 2015
Smokin' Fish Documentary January 2011 - May 2013
Comrade June 2011 - August 2011
B.A. Plus Language School January 2009 - February 2010
Pensaris Corporate Training--Argentina August 2008 - February 2010
Club ACORN--Argentina January 2009 - January 2010
Franklin Templeton Investments June 2006 - December 2007
Washington Mutual January 2002 - September 2004
Skills
Social Media Marketing, Program Management, Spanish, Russian, Copy Editing, Copywriting, Building Relationships, Relationship Development, Project Coordination, Inter-personal, Project Management, Photography, Social Media, Strategy, Advertising, Marketing Strategy, Public Relations, Training, Social Networking, Cross-functional Team..., Marketing, Management
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2006
MBA, International Finance
University of California, Santa Cruz 1996 — 2000
BA, Economics
Laney
SDA Bocconi
Freelancer January 2011 - Present
Charlotte Russe December 2014 - August 2015
Smokin' Fish Documentary January 2011 - May 2013
Comrade June 2011 - August 2011
B.A. Plus Language School January 2009 - February 2010
Pensaris Corporate Training--Argentina August 2008 - February 2010
Club ACORN--Argentina January 2009 - January 2010
Franklin Templeton Investments June 2006 - December 2007
Washington Mutual January 2002 - September 2004
Skills
Social Media Marketing, Program Management, Spanish, Russian, Copy Editing, Copywriting, Building Relationships, Relationship Development, Project Coordination, Inter-personal, Project Management, Photography, Social Media, Strategy, Advertising, Marketing Strategy, Public Relations, Training, Social Networking, Cross-functional Team..., Marketing, Management
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2006
MBA, International Finance
University of California, Santa Cruz 1996 — 2000
BA, Economics
Laney
SDA Bocconi
Paul T. Rubens Paul T. Rubens's Franklin Templeton Investments Experience July 2010 - June 2014
Job Founder at Tamarack Research and Venture Partners LLC; COO, Decker & Co.
Industry Investment Management
Experience
Tamarack Research and Venture Partners LLC August 2014 - Present
Decker & Co May 2015 - Present
Franklin Templeton Investments July 2010 - June 2014
Blackhorse Asset Management Pte. Ltd February 2004 - July 2010
Banc One Investment Advisors July 2002 - February 2004
Far Eastern Alliance Asset Management March 2000 - June 2002
Citigroup Asset Management July 1997 - February 2000
Alliance Capital Management 1991 - 1995
China Securities Investment Trust Corporation July 1988 - February 1990
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Portfolio Management, Emerging Markets, Investments, Investment Strategies, Private Equity, Due Diligence, Fixed Income, Asset Allocation, Investment Banking, Valuation, Investment Management, Venture Capital, Financial Modeling, Wealth Management, Trading, Derivatives, Asset Management, Capital Markets, Mutual Funds, Mergers & Acquisitions, Strategy, Finance, Management, Business Development, Risk Management, Financial Markets
Education
University of Southern California - Marshall School of Business 1995 — 1996
MBA, IBEAR Program, Int'l Business
Santa Clara University 1980 — 1984
Bachelor of Arts (BA), English/Writing
San Carlos High School 1976 — 1980
High School
Tamarack Research and Venture Partners LLC August 2014 - Present
Decker & Co May 2015 - Present
Franklin Templeton Investments July 2010 - June 2014
Blackhorse Asset Management Pte. Ltd February 2004 - July 2010
Banc One Investment Advisors July 2002 - February 2004
Far Eastern Alliance Asset Management March 2000 - June 2002
Citigroup Asset Management July 1997 - February 2000
Alliance Capital Management 1991 - 1995
China Securities Investment Trust Corporation July 1988 - February 1990
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Portfolio Management, Emerging Markets, Investments, Investment Strategies, Private Equity, Due Diligence, Fixed Income, Asset Allocation, Investment Banking, Valuation, Investment Management, Venture Capital, Financial Modeling, Wealth Management, Trading, Derivatives, Asset Management, Capital Markets, Mutual Funds, Mergers & Acquisitions, Strategy, Finance, Management, Business Development, Risk Management, Financial Markets
Education
University of Southern California - Marshall School of Business 1995 — 1996
MBA, IBEAR Program, Int'l Business
Santa Clara University 1980 — 1984
Bachelor of Arts (BA), English/Writing
San Carlos High School 1976 — 1980
High School
Adrienne Syme Adrienne Syme's Franklin Templeton Investments Experience November 2013 - Present
Job Global Product Strategy Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments November 2013 - Present
Franklin Templeton Investments July 2013 - October 2013
Franklin Templeton Investments March 2013 - July 2013
Franklin Templeton Investments November 2012 - March 2013
Franklin Templeton Investments July 2012 - November 2012
Franklin Templeton Investments June 2011 - September 2011
Boston Private Bank June 2010 - August 2010
Skills
Microsoft Excel, Bloomberg, PowerPoint, Financial Analysis, Blogging, Access, Risk Management, Facebook, Management, Analysis, Data Analysis, Microsoft Office, Microsoft Word
Education
Santa Clara University 2008 — 2012
Bachelor of Science (BSc), Finance
Franklin Templeton Investments November 2013 - Present
Franklin Templeton Investments July 2013 - October 2013
Franklin Templeton Investments March 2013 - July 2013
Franklin Templeton Investments November 2012 - March 2013
Franklin Templeton Investments July 2012 - November 2012
Franklin Templeton Investments June 2011 - September 2011
Boston Private Bank June 2010 - August 2010
Skills
Microsoft Excel, Bloomberg, PowerPoint, Financial Analysis, Blogging, Access, Risk Management, Facebook, Management, Analysis, Data Analysis, Microsoft Office, Microsoft Word
Education
Santa Clara University 2008 — 2012
Bachelor of Science (BSc), Finance
Todd Chesnos Todd Chesnos's Franklin Templeton Investments Experience March 2005 - July 2010
Job Marketing Director at LiveOps
Industry Marketing and Advertising
Experience
LiveOps May 2015 - Present
LiveOps July 2010 - May 2015
Franklin Templeton Investments March 2005 - July 2010
Data Marketing June 2003 - March 2005
Skills
SAS, SPSS, Excel, Microstrategy, Business Objects, Salesforce.com, Marketing Automation, Lead Optimization, Customer Acquisition, Regression analysis, A/B testing, Analytics, Data Mining, Lead Generation, Cross-functional Team..., Microsoft Excel, Go-to-market Strategy, Strategy
Education
Santa Clara University 2007 — 2010
MBA
Santa Clara University 2000 — 2004
Marketing
LiveOps May 2015 - Present
LiveOps July 2010 - May 2015
Franklin Templeton Investments March 2005 - July 2010
Data Marketing June 2003 - March 2005
Skills
SAS, SPSS, Excel, Microstrategy, Business Objects, Salesforce.com, Marketing Automation, Lead Optimization, Customer Acquisition, Regression analysis, A/B testing, Analytics, Data Mining, Lead Generation, Cross-functional Team..., Microsoft Excel, Go-to-market Strategy, Strategy
Education
Santa Clara University 2007 — 2010
MBA
Santa Clara University 2000 — 2004
Marketing
Sandi Ammons Sandi Ammons's Franklin Templeton Investments Experience 1999 - Present
Job Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 1999 - Present
Skills
Mutual Funds, Securities, Investments, Relationship Management, Series 63, Portfolio Management, Risk Management, Financial Services, Wealth Management, Series 6, Back Office, FINRA, Lean Management, Continuous Improvement, Process Improvement
Education
Santa Clara University 1997 — 2000
Master of Business Administration (M.B.A.), Marketing
UC Santa Barbara 1987 — 1991
Bachelor of Arts (BA), Economics
Franklin Templeton Investments 1999 - Present
Skills
Mutual Funds, Securities, Investments, Relationship Management, Series 63, Portfolio Management, Risk Management, Financial Services, Wealth Management, Series 6, Back Office, FINRA, Lean Management, Continuous Improvement, Process Improvement
Education
Santa Clara University 1997 — 2000
Master of Business Administration (M.B.A.), Marketing
UC Santa Barbara 1987 — 1991
Bachelor of Arts (BA), Economics
Aimee Jacobson Aimee Jacobson's Franklin Templeton Investments Experience September 2011 - Present
Job Financial Systems Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 2011 - Present
UCSF April 2011 - September 2011
Stanford University August 2008 - March 2011
University of California, Santa Cruz December 2004 - July 2007
University of California, Santa Barbara July 2004 - December 2004
University of California, Santa Barbara September 2003 - July 2004
RESON, Inc. September 2000 - September 2003
Skills
Microsoft Excel, Financial Reporting, Auditing, General Ledger, Accounts Payable, Accounts Receivable, Grants, Database Design, Gifts, Access, Business Intelligence, Cognos, Data Analysis, Business Analysis, Microsoft Office, PowerPoint, Accounting, Essbase, Microsoft Word, Project Management
Education
University of California, Santa Cruz
BA, Business Management Economics
Santa Barbara City College
Associate's, Economics
Franklin Templeton Investments September 2011 - Present
UCSF April 2011 - September 2011
Stanford University August 2008 - March 2011
University of California, Santa Cruz December 2004 - July 2007
University of California, Santa Barbara July 2004 - December 2004
University of California, Santa Barbara September 2003 - July 2004
RESON, Inc. September 2000 - September 2003
Skills
Microsoft Excel, Financial Reporting, Auditing, General Ledger, Accounts Payable, Accounts Receivable, Grants, Database Design, Gifts, Access, Business Intelligence, Cognos, Data Analysis, Business Analysis, Microsoft Office, PowerPoint, Accounting, Essbase, Microsoft Word, Project Management
Education
University of California, Santa Cruz
BA, Business Management Economics
Santa Barbara City College
Associate's, Economics
Latha Soma Latha Soma's Franklin Templeton Investments Experience December 1998 - November 2000
Job Sr. QA Integration Engineer Lead at Adaptive Insights
Industry Information Technology and Services
Experience
Adaptive Insights May 2014 - Present
CSC December 2012 - April 2014
Magenic March 2011 - November 2012
CoreLogic September 2005 - March 2011
CTB - McGraw-Hill September 2004 - September 2005
Franklin Templeton Investments December 1998 - November 2000
Skills
Microsoft SQL Server, XML, Agile Methodologies, Scrum, SDLC, Quality Assurance, ISTQB Certified, Business Intelligence, Microstrategy, Data Warehousing, Web Services, Java, QTP, Quality Center, SOA Testing, ALM, ETL, ISTQB, Test Planning, Testing, Integration, HP Quality Center, MicroStrategy Reporting
Education
San Jose State University 2003 — 2005
Master's Degree, Software Engineering
University of Madras 1999 — 2001
Master's Degree, Computer Programming, Specific Applications
University of Madras
Bachelor's Degree, Mathematics and Statistics
Adaptive Insights May 2014 - Present
CSC December 2012 - April 2014
Magenic March 2011 - November 2012
CoreLogic September 2005 - March 2011
CTB - McGraw-Hill September 2004 - September 2005
Franklin Templeton Investments December 1998 - November 2000
Skills
Microsoft SQL Server, XML, Agile Methodologies, Scrum, SDLC, Quality Assurance, ISTQB Certified, Business Intelligence, Microstrategy, Data Warehousing, Web Services, Java, QTP, Quality Center, SOA Testing, ALM, ETL, ISTQB, Test Planning, Testing, Integration, HP Quality Center, MicroStrategy Reporting
Education
San Jose State University 2003 — 2005
Master's Degree, Software Engineering
University of Madras 1999 — 2001
Master's Degree, Computer Programming, Specific Applications
University of Madras
Bachelor's Degree, Mathematics and Statistics
Joe Cronin Joe Cronin's Franklin Templeton Investments Experience April 1989 - June 2000
Job Sales at American Funds
Industry Investment Management
Experience
American Funds August 2000 - Present
Franklin Templeton Investments April 1989 - June 2000
Skills
Mutual Funds, Investments, Series 7, Asset Management, Asset Allocation, Series 63, Alternative Investments, Equities, Portfolio Management, Fixed Income, Wealth Management, Securities, Retirement Planning, Financial Services, 401k
Education
Santa Clara University 1982 — 1986
American Funds August 2000 - Present
Franklin Templeton Investments April 1989 - June 2000
Skills
Mutual Funds, Investments, Series 7, Asset Management, Asset Allocation, Series 63, Alternative Investments, Equities, Portfolio Management, Fixed Income, Wealth Management, Securities, Retirement Planning, Financial Services, 401k
Education
Santa Clara University 1982 — 1986
Yan Ling Li Yan Ling Li's Franklin Templeton Investments Experience September 2012 - December 2012
Job Visual Designer at eHealthInsurance
Industry Graphic Design
Experience
eHealthInsurance January 2013 - Present
Franklin Templeton Investments September 2012 - December 2012
Royal Yoga 2009 - December 2012
The Trust for Public Land April 2012 - September 2012
Elsa L. Inc 2010 - 2010
TYM Design 2006 - 2009
Skills
Web Design, Logo Design, Illustrator, Adobe Creative Suite, Graphics, InDesign, Interaction Design, Illustration, Layout, Graphic Design, User Experience, User Interface Design, Photoshop, Art Direction
Education
San Jose State University
BFA, Illustration & Animation
eHealthInsurance January 2013 - Present
Franklin Templeton Investments September 2012 - December 2012
Royal Yoga 2009 - December 2012
The Trust for Public Land April 2012 - September 2012
Elsa L. Inc 2010 - 2010
TYM Design 2006 - 2009
Skills
Web Design, Logo Design, Illustrator, Adobe Creative Suite, Graphics, InDesign, Interaction Design, Illustration, Layout, Graphic Design, User Experience, User Interface Design, Photoshop, Art Direction
Education
San Jose State University
BFA, Illustration & Animation
Katie Collord's Franklin Templeton Investments Experience January 2014 - April 2014
Job Legal Contract Specialist at Roche Molecular Systems
Industry Law Practice
Experience
Roche Molecular Systems April 2014 - Present
Franklin Templeton Investments January 2014 - April 2014
Genentech June 2013 - January 2014
Google June 2013 - June 2013
Wells Fargo May 2013 - May 2013
Moskowitz LLP February 2012 - March 2013
Evolve Discovery December 2011 - January 2012
Clean Filtration Technologies, Inc. (Purchased by Dow Chemical) November 2011 - December 2011
Glocap Search September 2011 - September 2011
Michelman & Robinson, LLP February 2011 - August 2011
Skills
MS Word, MS Excel, MS Power Point, MS Outlook, MS InfoPath, MS LiveMeeting, Adobe Acrobat, Adobe GoLive, iManage, Hummingbird, Westlaw, Legal Solutions, Lexis Nexis InterAction..., Summation, CompuLaw, PACER, Google Docs, Google Calendar, Tax Tools, Outlook, Wordperfect, Class Actions, PowerPoint, Microsoft Excel, Corporate Law, Pleadings, Litigation, Legal Research, Document Review, Depositions, Trials, Lexis, Employment Law, Legal Writing, Legal Assistance, InfoPath, Live Meeting, Product Liability, Civil Litigation, Courts, Legal Documents, Document Drafting, Toxic Tort, Legal Discovery, Administrative..., Intellectual Property, Document Management, Commercial Litigation, Mediation
Education
Santa Clara University 1998 — 2002
Bachelor of Arts (BA), Philosophy/History
Monterey High School 1994 — 1998
Roche Molecular Systems April 2014 - Present
Franklin Templeton Investments January 2014 - April 2014
Genentech June 2013 - January 2014
Google June 2013 - June 2013
Wells Fargo May 2013 - May 2013
Moskowitz LLP February 2012 - March 2013
Evolve Discovery December 2011 - January 2012
Clean Filtration Technologies, Inc. (Purchased by Dow Chemical) November 2011 - December 2011
Glocap Search September 2011 - September 2011
Michelman & Robinson, LLP February 2011 - August 2011
Skills
MS Word, MS Excel, MS Power Point, MS Outlook, MS InfoPath, MS LiveMeeting, Adobe Acrobat, Adobe GoLive, iManage, Hummingbird, Westlaw, Legal Solutions, Lexis Nexis InterAction..., Summation, CompuLaw, PACER, Google Docs, Google Calendar, Tax Tools, Outlook, Wordperfect, Class Actions, PowerPoint, Microsoft Excel, Corporate Law, Pleadings, Litigation, Legal Research, Document Review, Depositions, Trials, Lexis, Employment Law, Legal Writing, Legal Assistance, InfoPath, Live Meeting, Product Liability, Civil Litigation, Courts, Legal Documents, Document Drafting, Toxic Tort, Legal Discovery, Administrative..., Intellectual Property, Document Management, Commercial Litigation, Mediation
Education
Santa Clara University 1998 — 2002
Bachelor of Arts (BA), Philosophy/History
Monterey High School 1994 — 1998
Lorenzo Razo Lorenzo Razo's Franklin Templeton Investments Experience September 2011 - April 2012
Job Agency Account Manager
Industry Internet
Experience
Indeed.com January 2015 - Present
Indeed.com July 2014 - December 2014
Indeed.com April 2013 - June 2014
Prep2Prep July 2012 - April 2013
Franklin Templeton Investments September 2011 - April 2012
NorCal Baseball March 2011 - August 2011
Santa Clara University November 2009 - August 2011
Skills
Microsoft Office, QlikView, Prezi, Photoshop, Hootsuite, Pitching Coach, Microsoft Excel, PowerPoint, Social Media Marketing, Facebook, Marketing, Social Networking, Fundraising, Market Research, Marketing Communications, Online Advertising, PPC, Sales, Cold Calling, Lead Generation, Advertising, Social Media, Training
Education
Santa Clara University 2008 — 2012
Bachelor of Commerce (B.Com.), Business Administration and Management, General
Bellarmine College Preparatory 2004 — 2008
Indeed.com January 2015 - Present
Indeed.com July 2014 - December 2014
Indeed.com April 2013 - June 2014
Prep2Prep July 2012 - April 2013
Franklin Templeton Investments September 2011 - April 2012
NorCal Baseball March 2011 - August 2011
Santa Clara University November 2009 - August 2011
Skills
Microsoft Office, QlikView, Prezi, Photoshop, Hootsuite, Pitching Coach, Microsoft Excel, PowerPoint, Social Media Marketing, Facebook, Marketing, Social Networking, Fundraising, Market Research, Marketing Communications, Online Advertising, PPC, Sales, Cold Calling, Lead Generation, Advertising, Social Media, Training
Education
Santa Clara University 2008 — 2012
Bachelor of Commerce (B.Com.), Business Administration and Management, General
Bellarmine College Preparatory 2004 — 2008
Jigneshaben Khalasi Jigneshaben Khalasi's Franklin Templeton Investments Experience May 2015 - Present
Job Hello
Industry Financial Services
Experience
Franklin Templeton Investments May 2015 - Present
JetBlue Airways April 2013 - November 2014
Hallmark Aviation Services August 2010 - April 2013
Skills
Airports, Airlines, Aviation, Revenue Analysis, Commercial Aviation, Sabre, Flight Safety, Aircraft, Tourism, Employee Relations, Training, Leadership, Aviation Security, Airport Management, Ticketing, Teamwork, Human Factors, Flights, Hospitality, Airline Management, Airline Reservations, Airline Ticketing, Hotels, QuickBooks, Customer Service, Microsoft Excel, Microsoft Office
Education
San Jose State University 2006 — 2009
Bachelor of Applied Science (BASc), Hospitality Administration/Management
Skyline College
Taking courses in Preparation to become CPA
Mills High School
Mills High School
Mills High School
Mills High School
Franklin Templeton Investments May 2015 - Present
JetBlue Airways April 2013 - November 2014
Hallmark Aviation Services August 2010 - April 2013
Skills
Airports, Airlines, Aviation, Revenue Analysis, Commercial Aviation, Sabre, Flight Safety, Aircraft, Tourism, Employee Relations, Training, Leadership, Aviation Security, Airport Management, Ticketing, Teamwork, Human Factors, Flights, Hospitality, Airline Management, Airline Reservations, Airline Ticketing, Hotels, QuickBooks, Customer Service, Microsoft Excel, Microsoft Office
Education
San Jose State University 2006 — 2009
Bachelor of Applied Science (BASc), Hospitality Administration/Management
Skyline College
Taking courses in Preparation to become CPA
Mills High School
Mills High School
Mills High School
Mills High School
Jennifer (Mar) Chen Jennifer (Mar) Chen's Franklin Templeton Investments Experience July 2012 - Present
Job Sr. Research Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 2012 - Present
Franklin Templeton Investments July 2010 - July 2012
Franklin Templeton Investments July 2008 - July 2010
Skills
Bloomberg, Analytics, Market Research, Microsoft Excel, Finance, Bloomberg Terminal, Morningstar, Microsoft Office, PowerPoint, Data Analysis, Marketing, Market Analysis, Marketing Research, Performance Attribution, Equity Research, Fixed Income, Hedge Funds, Financial Analysis, Equities, Analysis, Research, Mutual Funds
Education
San Jose State University 2004 — 2008
B.S. Business Administration, Finance
Franklin Templeton Investments July 2012 - Present
Franklin Templeton Investments July 2010 - July 2012
Franklin Templeton Investments July 2008 - July 2010
Skills
Bloomberg, Analytics, Market Research, Microsoft Excel, Finance, Bloomberg Terminal, Morningstar, Microsoft Office, PowerPoint, Data Analysis, Marketing, Market Analysis, Marketing Research, Performance Attribution, Equity Research, Fixed Income, Hedge Funds, Financial Analysis, Equities, Analysis, Research, Mutual Funds
Education
San Jose State University 2004 — 2008
B.S. Business Administration, Finance
Nicholas Hernandez's Franklin Templeton Investments Experience August 2011 - May 2012
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US October 2014 - Present
State Street Bank June 2012 - May 2014
Franklin Templeton Investments August 2011 - May 2012
LogixData June 2011 - August 2011
Morgan Stanley Smith Barney April 2011 - June 2011
Skills
Data Analysis, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Access, Statistics, Research, Financial Modeling, Microsoft Word, Economics, Market Research, Teamwork, Accounting
Education
Santa Clara University - Leavey School of Business 2014 — 2014
Certificate of Advanced Accounting Proficiency (CAAP), Accounting
University of California, Davis 2009 — 2011
Bachelor of Science, Managerial Economics
KPMG US October 2014 - Present
State Street Bank June 2012 - May 2014
Franklin Templeton Investments August 2011 - May 2012
LogixData June 2011 - August 2011
Morgan Stanley Smith Barney April 2011 - June 2011
Skills
Data Analysis, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Access, Statistics, Research, Financial Modeling, Microsoft Word, Economics, Market Research, Teamwork, Accounting
Education
Santa Clara University - Leavey School of Business 2014 — 2014
Certificate of Advanced Accounting Proficiency (CAAP), Accounting
University of California, Davis 2009 — 2011
Bachelor of Science, Managerial Economics
Toan K. Dang Toan K. Dang's Franklin Templeton Investments Experience September 2012 - November 2013
Job Business Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2014 - Present
Franklin Templeton Investments September 2012 - November 2013
VMware 2010 - 2011
Cadence Design Systems 2007 - 2009
Intel Corporation 2000 - 2006
Skills
Project Management, Business Analysis, Business Process..., IT Solutions, UAT / Cutover Management, SDLC, Enterprise Content..., SharePoint, Usability / UX..., Oracle E-Business Suite, SAP, JIRA, Performance Improvement, Human Factors..., Wikis, HTML, Statistical Data..., TCAD, Business Process, Software Development
Education
San Jose State University 1998 — 2000
Master of Business Administration (MBA)
University of California, Berkeley 1986 — 1988
BSEE
Wells Fargo 2014 - Present
Franklin Templeton Investments September 2012 - November 2013
VMware 2010 - 2011
Cadence Design Systems 2007 - 2009
Intel Corporation 2000 - 2006
Skills
Project Management, Business Analysis, Business Process..., IT Solutions, UAT / Cutover Management, SDLC, Enterprise Content..., SharePoint, Usability / UX..., Oracle E-Business Suite, SAP, JIRA, Performance Improvement, Human Factors..., Wikis, HTML, Statistical Data..., TCAD, Business Process, Software Development
Education
San Jose State University 1998 — 2000
Master of Business Administration (MBA)
University of California, Berkeley 1986 — 1988
BSEE
Eric Steinberger Eric Steinberger's Franklin Templeton Investments Experience April 2014 - Present
Job Business Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2014 - Present
Franklin Templeton Investments March 2012 - April 2014
Merrill Lynch October 2011 - December 2011
Santa Clara University October 2009 - June 2011
Graduate Promotions June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, PowerPoint, Microsoft Excel
Education
Santa Clara University 2008 — 2011
BSC, Finance
Franklin Templeton Investments April 2014 - Present
Franklin Templeton Investments March 2012 - April 2014
Merrill Lynch October 2011 - December 2011
Santa Clara University October 2009 - June 2011
Graduate Promotions June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, PowerPoint, Microsoft Excel
Education
Santa Clara University 2008 — 2011
BSC, Finance
Daphne Melendez Daphne Melendez's Franklin Templeton Investments Experience September 2003 - Present
Job Executive Assistant to the Chief Operating Officer at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 2003 - Present
Skylonda Mutual Water Company 2004 - 2007
Franklin Templeton Investments 2002 - 2003
Adobe Systems 1997 - 2002
Skills
Administrative..., Office Management, Spreadsheets, Outlook, System Administration, Event Management, Time Management, Office Administration, Event Planning, Access, Calendaring, Administration, Lotus Notes, PeopleSoft, Administrative..., Nonprofits, Customer Service, Budgets, Management, Microsoft Office, Social Media
Education
San Jose State University 2002 — 2005
MS, Mass Communications
San Jose State University 1996 — 2001
BA, English
Participated in Study Abroad Program in Valencia, Spain from September 1998 - May 1999. 1998 — 1999
Franklin Templeton Investments September 2003 - Present
Skylonda Mutual Water Company 2004 - 2007
Franklin Templeton Investments 2002 - 2003
Adobe Systems 1997 - 2002
Skills
Administrative..., Office Management, Spreadsheets, Outlook, System Administration, Event Management, Time Management, Office Administration, Event Planning, Access, Calendaring, Administration, Lotus Notes, PeopleSoft, Administrative..., Nonprofits, Customer Service, Budgets, Management, Microsoft Office, Social Media
Education
San Jose State University 2002 — 2005
MS, Mass Communications
San Jose State University 1996 — 2001
BA, English
Participated in Study Abroad Program in Valencia, Spain from September 1998 - May 1999. 1998 — 1999
Stella Ng Stella Ng's Franklin Templeton Investments Experience May 2013 - September 2013
Job Operations Professional
Industry Information Technology and Services
Experience
23andMe August 2015 - Present
Facebook October 2014 - August 2015
JetBrains November 2013 - October 2014
Franklin Templeton Investments May 2013 - September 2013
UC Irvine The Paul Merage School of Business February 2011 - June 2012
Skills
SQL, JIRA, Regulatory Documentation, Facebook, Reporting & Analysis, Statistics, Eviews, Data Analysis, Research, Stata, Microsoft Excel, Statistical Modeling, Social Media, Quantitative Research, Solidworks, SPSS, Auditing, Accounts Receivable, Research Proposals, Ad Hoc Analysis, Social Networking, Microsoft Office
Education
University of California, Irvine 2008 — 2012
BA, Business Economics
Santa Clara University - Leavey School of Business
Accounting and Finance
23andMe August 2015 - Present
Facebook October 2014 - August 2015
JetBrains November 2013 - October 2014
Franklin Templeton Investments May 2013 - September 2013
UC Irvine The Paul Merage School of Business February 2011 - June 2012
Skills
SQL, JIRA, Regulatory Documentation, Facebook, Reporting & Analysis, Statistics, Eviews, Data Analysis, Research, Stata, Microsoft Excel, Statistical Modeling, Social Media, Quantitative Research, Solidworks, SPSS, Auditing, Accounts Receivable, Research Proposals, Ad Hoc Analysis, Social Networking, Microsoft Office
Education
University of California, Irvine 2008 — 2012
BA, Business Economics
Santa Clara University - Leavey School of Business
Accounting and Finance
David Capper David Capper's Franklin Templeton Investments Experience July 2003 - October 2007
Job Realtor, CDPE at KW|Keller Williams Realty, Bay Area Estates
Industry Real Estate
Experience
KWBay Area Estates January 2013 - Present
RE/MAX Real Estate Services October 2007 - January 2013
Franklin Templeton Investments July 2003 - October 2007
Skills
Microsoft Office, PeopleSoft, Recruiting, Single Family Homes, Short Sales, Temporary Placement, First Time Home Buyers, Real Estate, Sourcing, Buyer Representation, New Home Sales, Foreclosures, Listings, REO, Condos, Relocation, Sellers, Real Estate Transactions, Townhomes, SFR, Homeowners, Custom Homes, Seller's, ABR, Home, Income Properties, Seniors, Residential Homes, Listing Homes, Referrals, Buyer's Agent, Real Estate Economics, Home Staging, Buyer Education, Assisting First Time..., New Homes, Vacation Homes, Buyer Broker, Accredited Buyer Rep, HUD, First Time Sellers, First Time Home Sellers, Relocation Buyers, Investors, Move Up Buyers, Commercial Real Estate, Buyers, Seller Financing, Real Estate Development, Seller Representation
Education
San Jose State University 1987 — 1992
BA, Psychology, Business Administration
KWBay Area Estates January 2013 - Present
RE/MAX Real Estate Services October 2007 - January 2013
Franklin Templeton Investments July 2003 - October 2007
Skills
Microsoft Office, PeopleSoft, Recruiting, Single Family Homes, Short Sales, Temporary Placement, First Time Home Buyers, Real Estate, Sourcing, Buyer Representation, New Home Sales, Foreclosures, Listings, REO, Condos, Relocation, Sellers, Real Estate Transactions, Townhomes, SFR, Homeowners, Custom Homes, Seller's, ABR, Home, Income Properties, Seniors, Residential Homes, Listing Homes, Referrals, Buyer's Agent, Real Estate Economics, Home Staging, Buyer Education, Assisting First Time..., New Homes, Vacation Homes, Buyer Broker, Accredited Buyer Rep, HUD, First Time Sellers, First Time Home Sellers, Relocation Buyers, Investors, Move Up Buyers, Commercial Real Estate, Buyers, Seller Financing, Real Estate Development, Seller Representation
Education
San Jose State University 1987 — 1992
BA, Psychology, Business Administration
Anthony Laney Anthony Laney's Franklin Templeton Investments Experience 1997 - 2000
Job President & General Manager
Industry Farming
Experience
Twin Peaks Agriculture, Inc. January 2006 - Present
Ariba 2000 - 2003
Franklin Templeton Investments 1997 - 2000
Skills
Product Development, Customer Service, Management, Marketing Strategy, Sales, Strategic Partnerships
Education
Santa Clara University 1991 — 1995
Bachelor of Science (B.S.), Marketing
Twin Peaks Agriculture, Inc. January 2006 - Present
Ariba 2000 - 2003
Franklin Templeton Investments 1997 - 2000
Skills
Product Development, Customer Service, Management, Marketing Strategy, Sales, Strategic Partnerships
Education
Santa Clara University 1991 — 1995
Bachelor of Science (B.S.), Marketing
Conard J. Mangrum's Franklin Templeton Investments Experience February 2006 - February 2009
Job Manager at Unleashed
Industry Financial Services
Experience
Unleashed September 2013 - Present
Gateway Financial Advisors, Inc. May 2012 - May 2013
Lau Financial Services March 2011 - September 2011
Franklin Templeton Investments February 2006 - February 2009
Wentworth, Hauser and Violich, Investment Counsel March 1998 - May 2002
Callan Associates, Inc. 1996 - 1998
Skills
Retirement, Retirement Planning, Financial Advisory, Wealth Management, Securities, Series 63, Investment Advisory, Alternative Investments, IRAs, Financial Planners, Asset Allocation, Portfolio Management, Financial Planning
Education
California State University, East Bay 2003 — 2005
Master of Business Administration (MBA), Marketing
San Jose State University 1993 — 1997
Bachelor's degree, English Language and Literature, General
Unleashed September 2013 - Present
Gateway Financial Advisors, Inc. May 2012 - May 2013
Lau Financial Services March 2011 - September 2011
Franklin Templeton Investments February 2006 - February 2009
Wentworth, Hauser and Violich, Investment Counsel March 1998 - May 2002
Callan Associates, Inc. 1996 - 1998
Skills
Retirement, Retirement Planning, Financial Advisory, Wealth Management, Securities, Series 63, Investment Advisory, Alternative Investments, IRAs, Financial Planners, Asset Allocation, Portfolio Management, Financial Planning
Education
California State University, East Bay 2003 — 2005
Master of Business Administration (MBA), Marketing
San Jose State University 1993 — 1997
Bachelor's degree, English Language and Literature, General
Tice Swackhamer's Franklin Templeton Investments Experience 1998 - 1999
Job Freelance Writer
Industry Writing and Editing
Experience
Self-employed 2009 - Present
Yahoo 2003 - 2009
Women.com 1999 - 2001
Franklin Templeton Investments 1998 - 1999
Information Access Company (now Gale Cengage Learning) 1995 - 1998
Skills
Editorial, Newsletters, Editing, Journalism, Content Strategy, Web Content, Freelance Writing, Product Development, Photoshop, Photography, Magazines, Publications, Content Management, Social Media, Content Development, Project Management, Writing, Content Creation, Creative Writing, Digital Photography
Education
San Francisco State University
Master's Degree, Creative Writing
San Francisco State University
Bachelor's Degree, Creative Writing
Self-employed 2009 - Present
Yahoo 2003 - 2009
Women.com 1999 - 2001
Franklin Templeton Investments 1998 - 1999
Information Access Company (now Gale Cengage Learning) 1995 - 1998
Skills
Editorial, Newsletters, Editing, Journalism, Content Strategy, Web Content, Freelance Writing, Product Development, Photoshop, Photography, Magazines, Publications, Content Management, Social Media, Content Development, Project Management, Writing, Content Creation, Creative Writing, Digital Photography
Education
San Francisco State University
Master's Degree, Creative Writing
San Francisco State University
Bachelor's Degree, Creative Writing
Oludare Ogunmola Oludare Ogunmola's Franklin Templeton Investments Experience March 2003 - August 2007
Job Principal Consultant at Manifold Investment Corporation
Industry Real Estate
Experience
Remax Hallmark Realty Ltd January 2011 - Present
Mortgage Alliance Company of Canada January 2011 - Present
Manifold Investment Corporation August 2008 - Present
Zavic Realty Brokerage Ltd August 2007 - December 2010
Franklin Templeton Investments March 2003 - August 2007
Skills
Real Estate, Condos, Investments, Residential Homes, Investors, Commercial Real Estate, Sales, Foreclosures, Mortgage Lending, First Time Home Buyers, Business Analysis, Investment Properties, Loans, Property Management, Referrals, Relocation, Sellers, Selling
Education
Seneca College of Applied Arts and Technology
Certificate Course, Financial Services Underwriting
University of Sunderland
BA (Hons), Accounting & Financial Management
Remax Hallmark Realty Ltd January 2011 - Present
Mortgage Alliance Company of Canada January 2011 - Present
Manifold Investment Corporation August 2008 - Present
Zavic Realty Brokerage Ltd August 2007 - December 2010
Franklin Templeton Investments March 2003 - August 2007
Skills
Real Estate, Condos, Investments, Residential Homes, Investors, Commercial Real Estate, Sales, Foreclosures, Mortgage Lending, First Time Home Buyers, Business Analysis, Investment Properties, Loans, Property Management, Referrals, Relocation, Sellers, Selling
Education
Seneca College of Applied Arts and Technology
Certificate Course, Financial Services Underwriting
University of Sunderland
BA (Hons), Accounting & Financial Management
Ray Whelan Ray Whelan's Franklin Templeton Investments Experience June 2015 - Present
Job Johnson Scholar and Economics and Finance Student at Santa Clara University
Industry Financial Services
Experience
Franklin Templeton Investments June 2015 - Present
Joint Venture Silicon Valley July 2014 - November 2014
Santa Clara University Center for Science, Technology, and Society June 2014 - October 2014
Santa Clara University Economics Department April 2014 - July 2014
Office of Congresswoman Jackie Speier November 2011 - February 2012
Skills
Microsoft Office, Teamwork, Economics, Public Speaking, Java, R Programming Language, Leadership, Microsoft Excel, Research, Professional..., JMP, Data Analysis, Microsoft Word, PowerPoint, Social Media, Budgets, Statistics, Critical Thinking, Finance, Econometrics, Quantitative Analytics, Economic Research
Education
Santa Clara University 2013 — 2017
Bachelor's Degree, Economics and Finance, 3.9
Junipero Serra High School 2009 — 2013
High School
Franklin Templeton Investments June 2015 - Present
Joint Venture Silicon Valley July 2014 - November 2014
Santa Clara University Center for Science, Technology, and Society June 2014 - October 2014
Santa Clara University Economics Department April 2014 - July 2014
Office of Congresswoman Jackie Speier November 2011 - February 2012
Skills
Microsoft Office, Teamwork, Economics, Public Speaking, Java, R Programming Language, Leadership, Microsoft Excel, Research, Professional..., JMP, Data Analysis, Microsoft Word, PowerPoint, Social Media, Budgets, Statistics, Critical Thinking, Finance, Econometrics, Quantitative Analytics, Economic Research
Education
Santa Clara University 2013 — 2017
Bachelor's Degree, Economics and Finance, 3.9
Junipero Serra High School 2009 — 2013
High School
joe cronin joe cronin's Franklin Templeton Investments Experience April 1989 - June 2000
Job Sales at Capital Group
Industry Financial Services
Experience
Jump America May 2012 - Present
Capital Group/American Funds August 2000 - Present
Capital Group August 2000 - Present
Franklin Templeton Investments April 1989 - June 2000
Education
Santa Clara University 1982 — 1986
Bachelor of Commerce (B.Com.), Business, Management, Marketing, and Related Support Services
Jump America May 2012 - Present
Capital Group/American Funds August 2000 - Present
Capital Group August 2000 - Present
Franklin Templeton Investments April 1989 - June 2000
Education
Santa Clara University 1982 — 1986
Bachelor of Commerce (B.Com.), Business, Management, Marketing, and Related Support Services
Daniel Schein, MBA Daniel Schein, MBA's Franklin Templeton Investments Experience April 2012 - August 2012
Job Accounting Data Analyst at Blue Shield of California
Industry Financial Services
Experience
Blue Shield of California June 2015 - Present
Kaiser Permanente August 2012 - June 2015
Franklin Templeton Investments April 2012 - August 2012
Alameda Park Dental November 2004 - April 2012
Coldwell Banker May 2005 - January 2012
Flextronics June 2011 - November 2011
Raza Microelectronics 2004 - 2005
Sun Microsystems 2002 - 2004
Sandcraft 2000 - 2003
Motorola Mobility 1996 - 1998
Skills
Excel, Semiconductors, Microsoft Office, Team Leadership, Unix, Financial Analysis, Negotiation, Contract Negotiation, Operations Management, SQL, VBA, SAS, Microsoft Excel, Program Management, Budgets, Strategy, Management, Analysis, Business Planning, Data Analysis, Forecasting, ERP, Finance, Analytics, Managerial Finance, Entrepreneurship, Business Analysis, Corporate Finance
Education
Santa Clara University - Leavey School of Business 2010 — 2012
MBA, Business Administration and Management, General
University of Illinois at Urbana-Champaign 1991 — 1996
BSEE, Electrical Engineering
Blue Shield of California June 2015 - Present
Kaiser Permanente August 2012 - June 2015
Franklin Templeton Investments April 2012 - August 2012
Alameda Park Dental November 2004 - April 2012
Coldwell Banker May 2005 - January 2012
Flextronics June 2011 - November 2011
Raza Microelectronics 2004 - 2005
Sun Microsystems 2002 - 2004
Sandcraft 2000 - 2003
Motorola Mobility 1996 - 1998
Skills
Excel, Semiconductors, Microsoft Office, Team Leadership, Unix, Financial Analysis, Negotiation, Contract Negotiation, Operations Management, SQL, VBA, SAS, Microsoft Excel, Program Management, Budgets, Strategy, Management, Analysis, Business Planning, Data Analysis, Forecasting, ERP, Finance, Analytics, Managerial Finance, Entrepreneurship, Business Analysis, Corporate Finance
Education
Santa Clara University - Leavey School of Business 2010 — 2012
MBA, Business Administration and Management, General
University of Illinois at Urbana-Champaign 1991 — 1996
BSEE, Electrical Engineering
Paul Frank Paul Frank's Franklin Templeton Investments Experience 1997 - 2002
Job Experimentation & Optimization Analytics Leader at Intuit
Industry Internet
Experience
Intuit October 2013 - Present
PayPal October 2011 - October 2013
eBay July 2006 - October 2011
Hewlett Packard 2002 - 2006
Franklin Templeton Investments 1997 - 2002
Washington Square Federal Credit Union 1994 - 1996
Skills
E-commerce, Cross-functional Team..., Analytics, Program Management, Management, Requirements Analysis, Testing, User Experience, Analysis, Product Development, Project Planning, Team Management
Education
San Jose State University 1992 — 1996
B.A., Finance
Computer Training Academy
Certified Computer LAN Technician
Intuit October 2013 - Present
PayPal October 2011 - October 2013
eBay July 2006 - October 2011
Hewlett Packard 2002 - 2006
Franklin Templeton Investments 1997 - 2002
Washington Square Federal Credit Union 1994 - 1996
Skills
E-commerce, Cross-functional Team..., Analytics, Program Management, Management, Requirements Analysis, Testing, User Experience, Analysis, Product Development, Project Planning, Team Management
Education
San Jose State University 1992 — 1996
B.A., Finance
Computer Training Academy
Certified Computer LAN Technician
Max Afzalimehr Max Afzalimehr's Franklin Templeton Investments Experience February 2005 - 2007
Job National Sales Manager at Syndicate Mortgages
Industry Real Estate
Experience
Syndicate Mortgages Inc. March 2011 - Present
Syndicate Mortgages Inc. 2007 - September 2011
Franklin Templeton Investments February 2005 - 2007
Skills
Loans, Real Estate, Commercial Mortgages, Residential Mortgages, Debt Consolidation, Refinance, Mortgage Lending, Investments, Investment Properties, Underwriting, Credit, First Time Home Buyers, Residential Homes, Mortgage Underwriting, Condos, Construction Loans, Real Estate Financing, Finance
Education
Seneca College of Applied Arts and Technology 2006 — 2006
Mortgage Agent Certificate
University of Toronto - New College 2001 — 2005
Bachlor, Commerce and Finance
Syndicate Mortgages Inc. March 2011 - Present
Syndicate Mortgages Inc. 2007 - September 2011
Franklin Templeton Investments February 2005 - 2007
Skills
Loans, Real Estate, Commercial Mortgages, Residential Mortgages, Debt Consolidation, Refinance, Mortgage Lending, Investments, Investment Properties, Underwriting, Credit, First Time Home Buyers, Residential Homes, Mortgage Underwriting, Condos, Construction Loans, Real Estate Financing, Finance
Education
Seneca College of Applied Arts and Technology 2006 — 2006
Mortgage Agent Certificate
University of Toronto - New College 2001 — 2005
Bachlor, Commerce and Finance
Gino Zucca Gino Zucca's Franklin Templeton Investments Experience July 1996 - June 1999
Job Director, IoE/ IoT Strategy & Market Development
Industry Information Technology and Services
Experience
Cisco August 2011 - Present
Cisco November 2008 - September 2011
Cisco Systems March 2006 - November 2008
Cisco January 2001 - March 2006
QuickDog, Inc June 2000 - January 2001
Beyond.com May 1999 - June 2000
Franklin Templeton Investments July 1996 - June 1999
Skills
Risk Management, Product Management, Project Planning, Cross-functional Team..., Go-to-market Strategy, Program Management, Managed Services, Cloud Computing, Management, Business Development, Leadership, Process Improvement, Strategy, CRM, Cisco Technologies, Enterprise Risk..., Professional Services, Sales Enablement, Network Architecture, PLM Tools, Enterprise Software, Strategic Planning, IT Strategy, Business Process..., Strategic Partnerships, Business Strategy, SaaS, Competitive Analysis, Business Transformation, Business Alliances, Start-ups
Education
Santa Clara University 1997 — 2000
MBA, Information Systems, International Business
University of California, Santa Barbara 1992 — 1996
BA, Business Economics, Concentration in Accounting
Mills High 1988 — 1992
High School
Cisco August 2011 - Present
Cisco November 2008 - September 2011
Cisco Systems March 2006 - November 2008
Cisco January 2001 - March 2006
QuickDog, Inc June 2000 - January 2001
Beyond.com May 1999 - June 2000
Franklin Templeton Investments July 1996 - June 1999
Skills
Risk Management, Product Management, Project Planning, Cross-functional Team..., Go-to-market Strategy, Program Management, Managed Services, Cloud Computing, Management, Business Development, Leadership, Process Improvement, Strategy, CRM, Cisco Technologies, Enterprise Risk..., Professional Services, Sales Enablement, Network Architecture, PLM Tools, Enterprise Software, Strategic Planning, IT Strategy, Business Process..., Strategic Partnerships, Business Strategy, SaaS, Competitive Analysis, Business Transformation, Business Alliances, Start-ups
Education
Santa Clara University 1997 — 2000
MBA, Information Systems, International Business
University of California, Santa Barbara 1992 — 1996
BA, Business Economics, Concentration in Accounting
Mills High 1988 — 1992
High School
Juan Pezoa Juan Pezoa's Franklin Templeton Investments Experience June 2006 - December 2007
Job Senior Manager, Global Compensation
Industry Computer Software
Experience
Applied Materials June 2010 - Present
Mid-Peninsula Housing Coalition March 2010 - June 2010
Blue Coat Systems January 2008 - January 2010
Franklin Templeton Investments June 2006 - December 2007
Bio-Rad Laboratories 2005 - 2006
Sun Microsystems 1995 - 2004
Fluor Daniel Chile, South America 1993 - 1994
Skills
Deferred Compensation, Talent Management, Human Resources, Performance Management, Employee Relations, Personnel Management, Workforce Planning, Compensation & Benefit, Mergers & Acquisitions, Strategy, Incentive Programs, Executive Pay, Training, Cross-functional Team..., Management, Program Management, Sales Compensation, Compensation Structures, Job Evaluation, Analysis, Policy, Salary, Compensation & Benefits
Education
San Jose State University 1989 — 1992
MA, Economics
San Jose State University 1983 — 1989
Bachelor's Degree, Economics
Applied Materials June 2010 - Present
Mid-Peninsula Housing Coalition March 2010 - June 2010
Blue Coat Systems January 2008 - January 2010
Franklin Templeton Investments June 2006 - December 2007
Bio-Rad Laboratories 2005 - 2006
Sun Microsystems 1995 - 2004
Fluor Daniel Chile, South America 1993 - 1994
Skills
Deferred Compensation, Talent Management, Human Resources, Performance Management, Employee Relations, Personnel Management, Workforce Planning, Compensation & Benefit, Mergers & Acquisitions, Strategy, Incentive Programs, Executive Pay, Training, Cross-functional Team..., Management, Program Management, Sales Compensation, Compensation Structures, Job Evaluation, Analysis, Policy, Salary, Compensation & Benefits
Education
San Jose State University 1989 — 1992
MA, Economics
San Jose State University 1983 — 1989
Bachelor's Degree, Economics
Daisy Brooks's Franklin Templeton Investments Experience August 2002 - August 2004
Job Motivative Visionary Sales Executive(sales growth&business devel specialist in StartUps to F500)Entrepreneurial spirited
Industry Management Consulting
Experience
Support.com January 2015 - Present
ePlanet Marketing Graphics March 2008 - December 2014
Jobfox.com Collaborative Business Solution (Online HR Software) Startup May 2007 - March 2008
FedEx Kinko's August 2003 - May 2007
Franklin Templeton Investments August 2002 - August 2004
Skills
Lead Generation, Business Development, Sales Process, Email Marketing, Account Management, Online Marketing, Selling, Management, Marketing Strategy, Salesforce.com, Public Speaking, Sales Presentations, Marketing, New Business Development, B2B, Competitive Analysis, Cold Calling, Online Advertising, Customer Acquisition, Solution Selling, Direct Sales, Budgeting, Strategic Sourcing, SPIN Sales Training, Sales Leadership..., Sales, Sales Management, Sales Operations
Education
Santa Clara University
Bachelor’s of Science in Business Administration, Marketing, Economics (minored in English Lit.)
University of Southern California
Support.com January 2015 - Present
ePlanet Marketing Graphics March 2008 - December 2014
Jobfox.com Collaborative Business Solution (Online HR Software) Startup May 2007 - March 2008
FedEx Kinko's August 2003 - May 2007
Franklin Templeton Investments August 2002 - August 2004
Skills
Lead Generation, Business Development, Sales Process, Email Marketing, Account Management, Online Marketing, Selling, Management, Marketing Strategy, Salesforce.com, Public Speaking, Sales Presentations, Marketing, New Business Development, B2B, Competitive Analysis, Cold Calling, Online Advertising, Customer Acquisition, Solution Selling, Direct Sales, Budgeting, Strategic Sourcing, SPIN Sales Training, Sales Leadership..., Sales, Sales Management, Sales Operations
Education
Santa Clara University
Bachelor’s of Science in Business Administration, Marketing, Economics (minored in English Lit.)
University of Southern California
Don Alexandrov Don Alexandrov's Franklin Templeton Investments Experience May 2008 - October 2008
Job Senior Web Developer at CIBC
Industry Information Technology and Services
Experience
CIBC May 2014 - Present
Freelance June 2013 - February 2014
TELUS January 2009 - June 2013
Franklin Templeton Investments May 2008 - October 2008
The Home Depot April 2008 - May 2008
Hudson's Bay Company September 2005 - January 2006
Skills
jQuery, CSS, Troubleshooting, HTML, JavaScript, Computer Hardware, Software Installation, Microsoft Office, Responsive Design, Employee Training, Computer Troubleshooting, Photoshop, CSS3, CMS, Visio, MS Access, Vlookup, MS Excel Pivot Tables
Education
Seneca College of Applied Arts and Technology 2006 — 2007
Associate's degree, Business Administration and Management, General
University of Toronto at Scarborough 2001 — 2005
Computer Science, Economics
CIBC May 2014 - Present
Freelance June 2013 - February 2014
TELUS January 2009 - June 2013
Franklin Templeton Investments May 2008 - October 2008
The Home Depot April 2008 - May 2008
Hudson's Bay Company September 2005 - January 2006
Skills
jQuery, CSS, Troubleshooting, HTML, JavaScript, Computer Hardware, Software Installation, Microsoft Office, Responsive Design, Employee Training, Computer Troubleshooting, Photoshop, CSS3, CMS, Visio, MS Access, Vlookup, MS Excel Pivot Tables
Education
Seneca College of Applied Arts and Technology 2006 — 2007
Associate's degree, Business Administration and Management, General
University of Toronto at Scarborough 2001 — 2005
Computer Science, Economics
Seth Tator Seth Tator's Franklin Templeton Investments Experience April 1998 - April 1999
Job Associate Finance Manager at The Clorox Company
Industry Consumer Goods
Experience
The Clorox Company February 2015 - Present
Don Sebastiani & Sons March 2012 - February 2015
Treasury Wine Estates September 2011 - April 2012
Treasury Wine Estates November 2009 - September 2011
Treasury Wine Estates October 2008 - September 2009
Leavey School of Business September 2005 - June 2008
Wells Fargo 2002 - 2005
BenefitStreet 2000 - 2002
Snapfish.com 2000 - 2001
Franklin Templeton Investments April 1998 - April 1999
Skills
Forecasting, Finance, Financial Analysis, Variance Analysis, Analysis, Management, Pricing, Financial Modeling, Budgets, Strategy, P&L, JD Edwards, Analytics, Strategic Financial..., Cross-functional Team..., Operations Management, Managerial Finance, CRM, Strategic Planning, General Finance, Cost Accounting, Cash Flow, Leadership, DCF, Capital Budgeting, Linear Regression, Decision Trees, Business Statistics, People Management, Monthly Close, Monthly Reporting, FMCG, Cognos, Process Improvement, Project Management, Sales, Navision, Product Development, Essbase, Auditing, Team Building, Valuation, Competitive Analysis, Accounting, Budgeting, Business Strategy, Business Analysis, team development, Financial Reporting, IRI
Education
Santa Clara University - Leavey School of Business 2004 — 2008
MBA, Finance
UC Davis 1991 — 1996
BS, Genetics
Saint Ignatius
The Clorox Company February 2015 - Present
Don Sebastiani & Sons March 2012 - February 2015
Treasury Wine Estates September 2011 - April 2012
Treasury Wine Estates November 2009 - September 2011
Treasury Wine Estates October 2008 - September 2009
Leavey School of Business September 2005 - June 2008
Wells Fargo 2002 - 2005
BenefitStreet 2000 - 2002
Snapfish.com 2000 - 2001
Franklin Templeton Investments April 1998 - April 1999
Skills
Forecasting, Finance, Financial Analysis, Variance Analysis, Analysis, Management, Pricing, Financial Modeling, Budgets, Strategy, P&L, JD Edwards, Analytics, Strategic Financial..., Cross-functional Team..., Operations Management, Managerial Finance, CRM, Strategic Planning, General Finance, Cost Accounting, Cash Flow, Leadership, DCF, Capital Budgeting, Linear Regression, Decision Trees, Business Statistics, People Management, Monthly Close, Monthly Reporting, FMCG, Cognos, Process Improvement, Project Management, Sales, Navision, Product Development, Essbase, Auditing, Team Building, Valuation, Competitive Analysis, Accounting, Budgeting, Business Strategy, Business Analysis, team development, Financial Reporting, IRI
Education
Santa Clara University - Leavey School of Business 2004 — 2008
MBA, Finance
UC Davis 1991 — 1996
BS, Genetics
Saint Ignatius
Maidere Sorhondo's Franklin Templeton Investments Experience October 2012 - July 2013
Job Recruiting Coordinator
Industry Human Resources
Experience
Shift Technologies, Inc. October 2015 - Present
Sacred Heart Cathedral Preparatory March 2015 - October 2015
Europe July 2014 - December 2014
Franklin Templeton Investment Management Limited August 2013 - July 2014
Franklin Templeton Investments October 2012 - July 2013
Franklin Templeton Investments July 2010 - September 2012
Vijay Foundation Trust August 2009 - September 2009
Bronco Bikes September 2008 - June 2009
Perfect Fitness August 2008 - May 2009
Perfect Fitness June 2008 - August 2008
Skills
Microsoft Office, Online Journalism, Spanish, Social Media, Marketing, Social Media Marketing, Public Relations, Media Relations, Online Advertising, Facebook, Event Management, Advertising, Event Planning, Editing, Marketing Strategy, Marketing Communications, Public Speaking, PowerPoint, Research, Corporate Communications, Market Research, Sales
Education
Santa Clara University 2005 — 2009
B.A., Communication
IES Abroad 2007 — 2007
French Language Studies
Sacred Heart Cathedral Preparatory 2001 — 2005
High School Dimploma
Shift Technologies, Inc. October 2015 - Present
Sacred Heart Cathedral Preparatory March 2015 - October 2015
Europe July 2014 - December 2014
Franklin Templeton Investment Management Limited August 2013 - July 2014
Franklin Templeton Investments October 2012 - July 2013
Franklin Templeton Investments July 2010 - September 2012
Vijay Foundation Trust August 2009 - September 2009
Bronco Bikes September 2008 - June 2009
Perfect Fitness August 2008 - May 2009
Perfect Fitness June 2008 - August 2008
Skills
Microsoft Office, Online Journalism, Spanish, Social Media, Marketing, Social Media Marketing, Public Relations, Media Relations, Online Advertising, Facebook, Event Management, Advertising, Event Planning, Editing, Marketing Strategy, Marketing Communications, Public Speaking, PowerPoint, Research, Corporate Communications, Market Research, Sales
Education
Santa Clara University 2005 — 2009
B.A., Communication
IES Abroad 2007 — 2007
French Language Studies
Sacred Heart Cathedral Preparatory 2001 — 2005
High School Dimploma
John Beveridge, CPA John Beveridge, CPA's Franklin Templeton Investments Experience May 2010 - July 2010
Job Accounting/Finance Consultant
Industry Accounting
Experience
Safeway May 2015 - Present
RGP August 2014 - May 2015
Cerus March 2014 - July 2014
BVOH October 2011 - July 2014
UC Irvine September 2013 - March 2014
Google March 2013 - August 2013
SunPower Corporation October 2012 - March 2013
Deloitte April 2011 - August 2011
Young, Craig & Co. August 2010 - April 2011
Franklin Templeton Investments May 2010 - July 2010
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, Analysis, Finance, Internal Audit, Financial Analysis, Financial Statements, Tax, CPA, SEC filings, Sarbanes-Oxley Act, Recruiting, Marketing, Banking, Journal Entries, Research, Software Documentation, Product Development, Enterprise Software, Accruals, Financial Accounting, US GAAP, Oracle, Web Filings, WDesk, Salesforce.com, Sage, Business Objects, QlikView, Microsoft Office, Hyperion HFM, Essbase, XBRL
Education
UC Irvine - Institute of Transportation Studies 2013 — 2014
MS Transportation Science, Transportation Planning, Economics, Systems Engineering
Santa Clara University 2003 — 2005
BS Commerce, Accounting
University of San Francisco 2000 — 2002
Media Studies & Politics
Soquel High School 1996 — 2000
Safeway May 2015 - Present
RGP August 2014 - May 2015
Cerus March 2014 - July 2014
BVOH October 2011 - July 2014
UC Irvine September 2013 - March 2014
Google March 2013 - August 2013
SunPower Corporation October 2012 - March 2013
Deloitte April 2011 - August 2011
Young, Craig & Co. August 2010 - April 2011
Franklin Templeton Investments May 2010 - July 2010
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, Analysis, Finance, Internal Audit, Financial Analysis, Financial Statements, Tax, CPA, SEC filings, Sarbanes-Oxley Act, Recruiting, Marketing, Banking, Journal Entries, Research, Software Documentation, Product Development, Enterprise Software, Accruals, Financial Accounting, US GAAP, Oracle, Web Filings, WDesk, Salesforce.com, Sage, Business Objects, QlikView, Microsoft Office, Hyperion HFM, Essbase, XBRL
Education
UC Irvine - Institute of Transportation Studies 2013 — 2014
MS Transportation Science, Transportation Planning, Economics, Systems Engineering
Santa Clara University 2003 — 2005
BS Commerce, Accounting
University of San Francisco 2000 — 2002
Media Studies & Politics
Soquel High School 1996 — 2000
Tony Guglielmi Tony Guglielmi's Franklin Templeton Investments Experience June 2005 - September 2005
Job Vice President at Jones Lang LaSalle
Industry Real Estate
Experience
Jones Lang LaSalle February 2007 - Present
Trammell Crow Company June 2006 - January 2007
Franklin Templeton Investments June 2005 - September 2005
Skills
Valuation, Financial Analysis, Financial Modeling, Due Diligence, Investments, Disposition, Real Estate, Portfolio Management, Real Estate Economics, Financial Reporting, Location Intelligence, Leases, Accounting, Real Estate Transactions, Corporate Finance, Lease Negotiations, Commercial Real Estate, Finance, Corporate Real Estate
Education
Santa Clara University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Santa Clara University - Leavey School of Business 2002 — 2006
BA, Finance
Jones Lang LaSalle February 2007 - Present
Trammell Crow Company June 2006 - January 2007
Franklin Templeton Investments June 2005 - September 2005
Skills
Valuation, Financial Analysis, Financial Modeling, Due Diligence, Investments, Disposition, Real Estate, Portfolio Management, Real Estate Economics, Financial Reporting, Location Intelligence, Leases, Accounting, Real Estate Transactions, Corporate Finance, Lease Negotiations, Commercial Real Estate, Finance, Corporate Real Estate
Education
Santa Clara University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Santa Clara University - Leavey School of Business 2002 — 2006
BA, Finance
Bob Besthorn Bob Besthorn's Franklin Templeton Investments Experience 2004 - 2008
Job Regional Manager of Cable Infrastructure Data Center Global Services at AWS
Industry Information Technology and Services
Experience
DasNet Corporation January 2015 - March 2015
Franklin Templeton 2008 - December 2013
Franklin Templeton Investments 2004 - 2008
MCI Corporation 1996 - 2003
MCI Corporation 1992 - 1996
MCI Corporation 1990 - 1992
Skills
Telecommunications, Project Management, Vendor Management, Business Analysis, Management, Program Management, IT Strategy, IT Management, SDLC, Data Center, Leadership, VoIP, Networking, Unified Communications, Video Conferencing, Conferencing Services, Wireless, Structured Cabling, Computer Network..., Mobile Technology, MPLS, Broadcast, Audio Conferencing, Budgets and Contracts, Live Video Streaming, SharePoint, Lync, Cisco/Tandberg Video..., Microsoft Powerpoint, Financial Administration, Team Building, Global Operations, Carrier Relationship..., Carrier Services, Cisco Technologies, A/V systems, A/V Installation, Corporate Communications, Budget Forecasts, Cross-functional Team..., Microsoft Suites, Event Management, Compliance, Problem Management, Change Management, Performance Metrics, Cloud Computing, Integration, Infrastructure
Education
San Jose State University
Mechanical Engineering
Villanova University
Non-Degreed Program, Project Management
DasNet Corporation January 2015 - March 2015
Franklin Templeton 2008 - December 2013
Franklin Templeton Investments 2004 - 2008
MCI Corporation 1996 - 2003
MCI Corporation 1992 - 1996
MCI Corporation 1990 - 1992
Skills
Telecommunications, Project Management, Vendor Management, Business Analysis, Management, Program Management, IT Strategy, IT Management, SDLC, Data Center, Leadership, VoIP, Networking, Unified Communications, Video Conferencing, Conferencing Services, Wireless, Structured Cabling, Computer Network..., Mobile Technology, MPLS, Broadcast, Audio Conferencing, Budgets and Contracts, Live Video Streaming, SharePoint, Lync, Cisco/Tandberg Video..., Microsoft Powerpoint, Financial Administration, Team Building, Global Operations, Carrier Relationship..., Carrier Services, Cisco Technologies, A/V systems, A/V Installation, Corporate Communications, Budget Forecasts, Cross-functional Team..., Microsoft Suites, Event Management, Compliance, Problem Management, Change Management, Performance Metrics, Cloud Computing, Integration, Infrastructure
Education
San Jose State University
Mechanical Engineering
Villanova University
Non-Degreed Program, Project Management
Roneal Jit's Franklin Templeton Investments Experience 2005 - 2008
Job Helping organizations leverage new data and reduce costs with 100% Open Source Hadoop.
Industry Computer Software
Experience
Hortonworks 2012 - Present
Ricoh Americas Corporation 2011 - 2012
Pitney Bowes 2008 - 2011
Franklin Templeton Investments 2005 - 2008
Skills
Solution Selling, Account Management, SaaS, Business Development, Enterprise Software, Big Data, Contract Negotiation, Hadoop
Education
San Francisco State University, College of Business
International Business
Hortonworks 2012 - Present
Ricoh Americas Corporation 2011 - 2012
Pitney Bowes 2008 - 2011
Franklin Templeton Investments 2005 - 2008
Skills
Solution Selling, Account Management, SaaS, Business Development, Enterprise Software, Big Data, Contract Negotiation, Hadoop
Education
San Francisco State University, College of Business
International Business
Rana Turk Churillo Rana Turk Churillo's Franklin Templeton Investments Experience July 1997 - December 2000
Job VP at Banc of America Investments, Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch February 2001 - Present
Xpedior January 2000 - December 2000
Franklin Templeton Investments July 1997 - December 2000
Franklin Templeton Investments 1996 - 1997
Franklin Templeton Investments 1995 - 1996
Skills
Back Office, Capital Markets, Business Analysis, Derivatives, Equities, Fixed Income, IT Strategy, Insurance, Investment Banking, Management, Mutual Funds, PMP, Program Management, SDLC, Trading Systems, Software Project..., Vendor Management, Series 7
Education
Santa Clara University 1997 — 2000
MBA, Masters in Business Administration - Information Systems Management and Design/Innovation
University of California, Davis 1990 — 1994
BA, International Relations with World Trade, French
Bank of America Merrill Lynch February 2001 - Present
Xpedior January 2000 - December 2000
Franklin Templeton Investments July 1997 - December 2000
Franklin Templeton Investments 1996 - 1997
Franklin Templeton Investments 1995 - 1996
Skills
Back Office, Capital Markets, Business Analysis, Derivatives, Equities, Fixed Income, IT Strategy, Insurance, Investment Banking, Management, Mutual Funds, PMP, Program Management, SDLC, Trading Systems, Software Project..., Vendor Management, Series 7
Education
Santa Clara University 1997 — 2000
MBA, Masters in Business Administration - Information Systems Management and Design/Innovation
University of California, Davis 1990 — 1994
BA, International Relations with World Trade, French
Muktak Maheshwari Muktak Maheshwari's Franklin Templeton Investments Experience August 2011 - November 2011
Job
Industry Financial Services
Experience
Capital One January 2013 - January 2014
hoverState November 2011 - September 2012
Health Net December 2011 - August 2012
Franklin Templeton Investments August 2011 - November 2011
Texas Instruments February 2011 - July 2011
Herbalife November 2010 - January 2011
TechAspect Solutions July 2010 - October 2010
Freelance Developer January 2010 - June 2010
Pebblejet Inc May 2009 - December 2009
Patni Computer Systems May 2005 - December 2005
Skills
Servlets, Java Enterprise Edition, Java, JSP, JavaScript, AJAX, Content Management, HTML 5, Struts, Tomcat, XML, MySQL, CSS
Education
San Jose State University 2007 — 2009
Masters, Software Engineering
University of Rajasthan 2002 — 2006
B.E., Computer Science
Jaipuria Vidyalaya 1990 — 2002
Capital One January 2013 - January 2014
hoverState November 2011 - September 2012
Health Net December 2011 - August 2012
Franklin Templeton Investments August 2011 - November 2011
Texas Instruments February 2011 - July 2011
Herbalife November 2010 - January 2011
TechAspect Solutions July 2010 - October 2010
Freelance Developer January 2010 - June 2010
Pebblejet Inc May 2009 - December 2009
Patni Computer Systems May 2005 - December 2005
Skills
Servlets, Java Enterprise Edition, Java, JSP, JavaScript, AJAX, Content Management, HTML 5, Struts, Tomcat, XML, MySQL, CSS
Education
San Jose State University 2007 — 2009
Masters, Software Engineering
University of Rajasthan 2002 — 2006
B.E., Computer Science
Jaipuria Vidyalaya 1990 — 2002
Chris Strawn's Franklin Templeton Investments Experience July 1992 - May 1997
Job Alliance Development Executive
Industry Information Technology and Services
Experience
PwC May 2013 - Present
SAP March 2007 - May 2013
Unica May 2006 - February 2007
Oracle July 2004 - April 2006
Micromuse September 2003 - July 2004
BMC Software December 2002 - August 2003
Oracle June 1997 - November 2002
Franklin Templeton Investments July 1992 - May 1997
Skills
Solution Selling, SaaS, Enterprise Software, Sales Enablement, Demand Generation, Partner Management, Cloud Computing, Business Alliances, Channel, Professional Services, Sales Process, Go-to-market Strategy, Direct Sales, Account Management, Pre-sales, Salesforce.com, Lead Generation, Business Intelligence, Sales Operations, Sales Management, Sales, Selling, Channel Partners, Marketing
Education
Santa Clara University 1988 — 1992
Bachelor of Science (B.S.)
Jesuit High School 1984 — 1988
PwC May 2013 - Present
SAP March 2007 - May 2013
Unica May 2006 - February 2007
Oracle July 2004 - April 2006
Micromuse September 2003 - July 2004
BMC Software December 2002 - August 2003
Oracle June 1997 - November 2002
Franklin Templeton Investments July 1992 - May 1997
Skills
Solution Selling, SaaS, Enterprise Software, Sales Enablement, Demand Generation, Partner Management, Cloud Computing, Business Alliances, Channel, Professional Services, Sales Process, Go-to-market Strategy, Direct Sales, Account Management, Pre-sales, Salesforce.com, Lead Generation, Business Intelligence, Sales Operations, Sales Management, Sales, Selling, Channel Partners, Marketing
Education
Santa Clara University 1988 — 1992
Bachelor of Science (B.S.)
Jesuit High School 1984 — 1988
Pam Lempicki's Franklin Templeton Investments Experience July 1991 - April 2001
Job Portfolio Analyst
Industry Hospital & Health Care
Experience
Tampa General Hospital March 2010 - Present
IBM Global Process Services April 2001 - July 2009
Franklin Templeton Investments July 1991 - April 2001
Skills
EHR, Healthcare Information..., Visio, Clinical Research, Software Documentation, MS Project, Software Implementation, Process Improvement, Clinical Trials, HIPAA, Data Analysis, Systems Analysis, Quality Assurance, Informatics, Healthcare, Hospitals, Change Management, Change Control, Problem Management, JCL, Mobius, Crystal Reports, Financial Reporting
Education
Schoolcraft College 1988 — 1990
Tampa General Hospital March 2010 - Present
IBM Global Process Services April 2001 - July 2009
Franklin Templeton Investments July 1991 - April 2001
Skills
EHR, Healthcare Information..., Visio, Clinical Research, Software Documentation, MS Project, Software Implementation, Process Improvement, Clinical Trials, HIPAA, Data Analysis, Systems Analysis, Quality Assurance, Informatics, Healthcare, Hospitals, Change Management, Change Control, Problem Management, JCL, Mobius, Crystal Reports, Financial Reporting
Education
Schoolcraft College 1988 — 1990
Kelly McGonigle Kelly McGonigle's Franklin Templeton Investments Experience June 2015 - Present
Job Global Intern at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2015 - Present
99Pledges June 2014 - September 2014
Firespotter Labs June 2013 - September 2013
Sociable Labs August 2012 - September 2012
Skills
Facebook, Social Media Marketing, Social Networking, Leadership, Public Speaking, Sales, Research, Marketing, Social Media, Online Advertising, Salesforce.com, Ice Hockey, Strategic Partnerships
Education
Santa Clara University 2012 — 2016
Santa Clara University - Leavey School of Business 2012 — 2016
Bachelor of Science (BSc), Finance, General
Miramonte High School 2009 — 2012
Franklin Templeton Investments June 2015 - Present
99Pledges June 2014 - September 2014
Firespotter Labs June 2013 - September 2013
Sociable Labs August 2012 - September 2012
Skills
Facebook, Social Media Marketing, Social Networking, Leadership, Public Speaking, Sales, Research, Marketing, Social Media, Online Advertising, Salesforce.com, Ice Hockey, Strategic Partnerships
Education
Santa Clara University 2012 — 2016
Santa Clara University - Leavey School of Business 2012 — 2016
Bachelor of Science (BSc), Finance, General
Miramonte High School 2009 — 2012
Shane Ebbert's Franklin Templeton Investments Experience 2013 - 2013
Job Director / Lead Digital Content Strategist Consultant
Industry Information Technology and Services
Experience
Razorfish 2015 - Present
Salesforce September 2014 - 2015
Wells Fargo 2013 - 2014
Franklin Templeton Investments 2013 - 2013
Kaiser Permanente 2012 - 2013
Pacific Gas and Electric Company 2011 - 2012
eBay Marketplaces 2010 - 2011
Deutsche Bank 2005 - 2010
eBay Marketplaces 2003 - 2005
Gap Inc. 2001 - 2002
Skills
Content Strategy, User Experience, Content Management, Information Architecture, Analytics, User Research, Knowledge Management, E-commerce, Strategy, Product Management, Metadata Modeling, Mobile Content, Branding & Identity, Customer Journey Mapping, SEO, Marketing, Usability Testing, Project Management, Social Media, Digital Strategy, Taxonomy, Program Management, Intranet Strategy, Mobile Application...
Education
San Jose State University 2001 — 2003
Master of Science, Information Science
Western Illinois University
Bachelor of Arts, Journalism
University of Illinois at Urbana-Champaign
English
Razorfish 2015 - Present
Salesforce September 2014 - 2015
Wells Fargo 2013 - 2014
Franklin Templeton Investments 2013 - 2013
Kaiser Permanente 2012 - 2013
Pacific Gas and Electric Company 2011 - 2012
eBay Marketplaces 2010 - 2011
Deutsche Bank 2005 - 2010
eBay Marketplaces 2003 - 2005
Gap Inc. 2001 - 2002
Skills
Content Strategy, User Experience, Content Management, Information Architecture, Analytics, User Research, Knowledge Management, E-commerce, Strategy, Product Management, Metadata Modeling, Mobile Content, Branding & Identity, Customer Journey Mapping, SEO, Marketing, Usability Testing, Project Management, Social Media, Digital Strategy, Taxonomy, Program Management, Intranet Strategy, Mobile Application...
Education
San Jose State University 2001 — 2003
Master of Science, Information Science
Western Illinois University
Bachelor of Arts, Journalism
University of Illinois at Urbana-Champaign
English
Andrew Guglielmi Andrew Guglielmi's Franklin Templeton Investments Experience June 2007 - September 2007
Job Account Executive, Corporate at Box
Industry Computer Software
Experience
Box January 2015 - Present
Box March 2014 - Present
Box February 2013 - February 2014
Yammer, Inc. June 2012 - January 2013
Colliers International August 2008 - June 2012
Oakland Athletics December 2007 - March 2008
Franklin Templeton Investments June 2007 - September 2007
Skills
Project Planning, Entrepreneurship, Customer Acquisition, Relationship Marketing, Selling, Sales Operations, Social Networking, Cloud Computing, Sales, Start-ups, Negotiation, Strategic Planning
Education
Santa Clara University 2004 — 2008
Finance
Box January 2015 - Present
Box March 2014 - Present
Box February 2013 - February 2014
Yammer, Inc. June 2012 - January 2013
Colliers International August 2008 - June 2012
Oakland Athletics December 2007 - March 2008
Franklin Templeton Investments June 2007 - September 2007
Skills
Project Planning, Entrepreneurship, Customer Acquisition, Relationship Marketing, Selling, Sales Operations, Social Networking, Cloud Computing, Sales, Start-ups, Negotiation, Strategic Planning
Education
Santa Clara University 2004 — 2008
Finance
Lourdes Donaire Lourdes Donaire's Franklin Templeton Investments Experience June 2012 - September 2012
Job Supply Chain Jr. Planner at SolarCity
Industry Financial Services
Experience
SolarCity September 2015 - Present
SolarCity October 2014 - September 2015
Barnes & Noble College April 2014 - October 2014
Barnes & Noble College December 2010 - March 2014
Fiduciary Trust Company International July 2013 - September 2013
Franklin Templeton Investments June 2012 - September 2012
Catholic Youth Organization January 2007 - May 2010
Skills
Retail, Social Media, Facebook, PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Communication, Sales, Teamwork, Time Management, Event Planning, Social Networking, Leadership, Public Speaking
Education
Santa Clara University - Leavey School of Business 2010 — 2014
Bachelor of Science in Commerce, Finance, General
SolarCity September 2015 - Present
SolarCity October 2014 - September 2015
Barnes & Noble College April 2014 - October 2014
Barnes & Noble College December 2010 - March 2014
Fiduciary Trust Company International July 2013 - September 2013
Franklin Templeton Investments June 2012 - September 2012
Catholic Youth Organization January 2007 - May 2010
Skills
Retail, Social Media, Facebook, PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Communication, Sales, Teamwork, Time Management, Event Planning, Social Networking, Leadership, Public Speaking
Education
Santa Clara University - Leavey School of Business 2010 — 2014
Bachelor of Science in Commerce, Finance, General
Holden Tikkanen's Franklin Templeton Investments Experience June 2015 - Present
Job NAAS Sales Intern at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2015 - Present
Santa Clara University School of Law March 2015 - Present
Bredero Shaw June 2014 - September 2014
Panorama Mountain Village June 2013 - September 2013
Canusa-CPS, A ShawCor Company June 2012 - August 2012
Skills
Spanish, Microsoft Excel, Microsoft Word, PowerPoint, Matlab, Outlook, Time Management, Customer Service, Teamwork, Photoshop, Social Media, Photography, HTML, Windows, Research, Business Strategy, Microsoft Office, Public Speaking, English, Team Leadership, Analysis, Leadership, Event Planning, Social Media Marketing, Social Networking, Project Planning, Data Analysis, Teaching, Advertising, Retail, Java, Access, Data Entry, Editing, Facebook, JMP
Education
Santa Clara University 2012 — 2016
Bachelor's degree, Finance, General
The John Cooper School 2003 — 2012
Franklin Templeton Investments June 2015 - Present
Santa Clara University School of Law March 2015 - Present
Bredero Shaw June 2014 - September 2014
Panorama Mountain Village June 2013 - September 2013
Canusa-CPS, A ShawCor Company June 2012 - August 2012
Skills
Spanish, Microsoft Excel, Microsoft Word, PowerPoint, Matlab, Outlook, Time Management, Customer Service, Teamwork, Photoshop, Social Media, Photography, HTML, Windows, Research, Business Strategy, Microsoft Office, Public Speaking, English, Team Leadership, Analysis, Leadership, Event Planning, Social Media Marketing, Social Networking, Project Planning, Data Analysis, Teaching, Advertising, Retail, Java, Access, Data Entry, Editing, Facebook, JMP
Education
Santa Clara University 2012 — 2016
Bachelor's degree, Finance, General
The John Cooper School 2003 — 2012
Andrew Chou's Franklin Templeton Investments Experience May 2011 - May 2014
Job Business Development Manager at TD Asset Management
Industry Financial Services
Experience
TD Asset Management May 2014 - Present
Franklin Templeton Investments May 2011 - May 2014
IA Clarington January 2011 - May 2011
HSBC Bank Canada April 2007 - January 2009
Skills
Mutual Funds, Investments, Wealth Management, Financial Services, Investment Strategies, Banking, ETFs, Relationship Management, Business Development, Securities, Equities, Sales, Financial Markets, Asset Allocation, Separately Managed..., Wealth Management..., Team Building, Sales Management, Investment Advisory, Credit, Portfolio Management, Insurance, Strategic Financial..., Asset Management, Mortgage Lending, Retirement Planning, Investment Management, Retirement, Alternative Investments, Financial Advisory, High Net Worth..., Retail Banking, Business Relationship..., Cash Management, Pensions, Wealth, Hedge Funds, Financial Planning
Education
Seneca College of Applied Arts and Technology 2004 — 2008
Bachelor of Commerce, Financial Services Management
University of Windsor 2002 — 2004
Odette School of Business - Honours of Business Administration
Canadian Securities Institute
Certificate of Achievement in Financial Counselling
TD Asset Management May 2014 - Present
Franklin Templeton Investments May 2011 - May 2014
IA Clarington January 2011 - May 2011
HSBC Bank Canada April 2007 - January 2009
Skills
Mutual Funds, Investments, Wealth Management, Financial Services, Investment Strategies, Banking, ETFs, Relationship Management, Business Development, Securities, Equities, Sales, Financial Markets, Asset Allocation, Separately Managed..., Wealth Management..., Team Building, Sales Management, Investment Advisory, Credit, Portfolio Management, Insurance, Strategic Financial..., Asset Management, Mortgage Lending, Retirement Planning, Investment Management, Retirement, Alternative Investments, Financial Advisory, High Net Worth..., Retail Banking, Business Relationship..., Cash Management, Pensions, Wealth, Hedge Funds, Financial Planning
Education
Seneca College of Applied Arts and Technology 2004 — 2008
Bachelor of Commerce, Financial Services Management
University of Windsor 2002 — 2004
Odette School of Business - Honours of Business Administration
Canadian Securities Institute
Certificate of Achievement in Financial Counselling
Solomon Mindlin Solomon Mindlin's Franklin Templeton Investments Experience December 2013 - March 2015
Job Equity Research Associate at JMP Securities
Industry Financial Services
Experience
JMP Securities April 2015 - Present
Franklin Templeton Investments December 2013 - March 2015
United States Marine Corps Reserve June 2011 - October 2014
UCSB Investment Advisory Committee March 2012 - June 2013
Morgan Stanley Smith Barney February 2011 - May 2011
Skills
Public Speaking, Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Financial Analysis, Economics, Team Leadership, Accounting, Photoshop, Teamwork, Time Management, Financial Modeling, Analysis, Networking, Statistics, Finance, Valuation
Education
Santa Clara University 2013 — 2015
Master of Science (M.S.), Applied Mathematics
University of California, Santa Barbara 2009 — 2013
Bachelor of Science (B.S.), Mathematical Science, Statistical Science (dual major)
JMP Securities April 2015 - Present
Franklin Templeton Investments December 2013 - March 2015
United States Marine Corps Reserve June 2011 - October 2014
UCSB Investment Advisory Committee March 2012 - June 2013
Morgan Stanley Smith Barney February 2011 - May 2011
Skills
Public Speaking, Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Financial Analysis, Economics, Team Leadership, Accounting, Photoshop, Teamwork, Time Management, Financial Modeling, Analysis, Networking, Statistics, Finance, Valuation
Education
Santa Clara University 2013 — 2015
Master of Science (M.S.), Applied Mathematics
University of California, Santa Barbara 2009 — 2013
Bachelor of Science (B.S.), Mathematical Science, Statistical Science (dual major)
Justine De Claro Justine De Claro's Franklin Templeton Investments Experience June 2014 - August 2014
Job HR Communications/ 401(k) Benefits Intern at Franklin Templeton Investments
Industry Financial Services
Experience
Hewlett-Packard June 2015 - Present
Santa Clara University May 2013 - Present
Alva Reputation Group November 2014 - December 2014
Franklin Templeton Investments June 2014 - August 2014
Abaxis June 2013 - September 2013
Skills
Customer Service, Information Technology, Microsoft Excel, Leadership, Access, Communication, Human Resources, Social Networking, Facebook, Sales, Public Speaking, Management, Teamwork, Event Planning, Microsoft Office, Social Media, Fundraising, Microsoft SQL Server, Critical Thinking, PowerPoint, Visio, Dreamweaver
Education
Santa Clara University 2012 — 2016
Bachelor's Degree, Finance and Management Information Systems
St. Francis High School 2008 — 2012
High School, maxima cum laude
Hewlett-Packard June 2015 - Present
Santa Clara University May 2013 - Present
Alva Reputation Group November 2014 - December 2014
Franklin Templeton Investments June 2014 - August 2014
Abaxis June 2013 - September 2013
Skills
Customer Service, Information Technology, Microsoft Excel, Leadership, Access, Communication, Human Resources, Social Networking, Facebook, Sales, Public Speaking, Management, Teamwork, Event Planning, Microsoft Office, Social Media, Fundraising, Microsoft SQL Server, Critical Thinking, PowerPoint, Visio, Dreamweaver
Education
Santa Clara University 2012 — 2016
Bachelor's Degree, Finance and Management Information Systems
St. Francis High School 2008 — 2012
High School, maxima cum laude
Susan (Sue) Fry's Franklin Templeton Investments Experience January 2000 - January 2003
Job Owner & Partner at KnowledgeStar Communications
Industry Public Relations and Communications
Experience
KnowledgeStar Communications April 2014 - Present
CorpoWrite January 2003 - April 2014
Wells Fargo July 2012 - June 2013
Autodesk January 2011 - June 2012
Franklin Templeton Investments January 2000 - January 2003
Visa USA October 1997 - October 1998
Trinity College, Dublin and Dublin, Ireland June 1993 - September 1997
Lintas: Direct Marketing, Los Angeles 1990 - 1992
Skills
- Writing and editing..., - Author of sold-out..., Writing, Books, Editing, Copywriting, Event Planning, Newspaper, Storytelling, Social Networking, Marketing, Advertising, User Experience, InDesign, Marketing Strategy, Technical Writing, Marketing Communications, Research, Academia, Social Media Marketing, Content Strategy, New Media, Web Design, Management, Photography, Strategic Communications, Media Relations, Blogging, Non-profits, Event Management, Cross-functional Team..., Social Media, Online Marketing, Proofreading, Newsletters, Journalism, Program Management, Facebook, Direct Marketing, Content Management, Publishing, Web Content, Publications, Adobe Creative Suite, Email Marketing, Public Speaking, Graphic Design, Corporate Communications, Press Releases, Internal Communications
Education
Trinity College, Dublin 1993 — 1995
M.Litt, History, (no grade; grad degrees awarded based on thesis (as at Oxford and Cambridge)
University of California, Los Angeles 1975 — 1976
I was a student in the honors program at UCLA my freshman year, then transferred to Santa Clara Univ, English
Notre Dame high school
Santa Clara University
Bachelor of Arts (B.A.), English literature & communications
KnowledgeStar Communications April 2014 - Present
CorpoWrite January 2003 - April 2014
Wells Fargo July 2012 - June 2013
Autodesk January 2011 - June 2012
Franklin Templeton Investments January 2000 - January 2003
Visa USA October 1997 - October 1998
Trinity College, Dublin and Dublin, Ireland June 1993 - September 1997
Lintas: Direct Marketing, Los Angeles 1990 - 1992
Skills
- Writing and editing..., - Author of sold-out..., Writing, Books, Editing, Copywriting, Event Planning, Newspaper, Storytelling, Social Networking, Marketing, Advertising, User Experience, InDesign, Marketing Strategy, Technical Writing, Marketing Communications, Research, Academia, Social Media Marketing, Content Strategy, New Media, Web Design, Management, Photography, Strategic Communications, Media Relations, Blogging, Non-profits, Event Management, Cross-functional Team..., Social Media, Online Marketing, Proofreading, Newsletters, Journalism, Program Management, Facebook, Direct Marketing, Content Management, Publishing, Web Content, Publications, Adobe Creative Suite, Email Marketing, Public Speaking, Graphic Design, Corporate Communications, Press Releases, Internal Communications
Education
Trinity College, Dublin 1993 — 1995
M.Litt, History, (no grade; grad degrees awarded based on thesis (as at Oxford and Cambridge)
University of California, Los Angeles 1975 — 1976
I was a student in the honors program at UCLA my freshman year, then transferred to Santa Clara Univ, English
Notre Dame high school
Santa Clara University
Bachelor of Arts (B.A.), English literature & communications
Jamie Kravitz Jamie Kravitz's Franklin Templeton Investments Experience February 2012 - July 2015
Job Principal UX Designer at WilliamsSonoma, Inc.
Industry Design
Experience
Williams-Sonoma, Inc. July 2015 - Present
Franklin Templeton Investments February 2012 - July 2015
Franklin Templeton Investments December 2010 - February 2012
Franklin Templeton Investments June 2007 - December 2010
Interface Analysis Associates April 2005 - June 2007
NASA Ames Research Center May 2005 - October 2005
Long Beach City College March 2003 - August 2004
Self-employed June 2001 - August 2004
GSociety, Inc. 2000 - 2001
City of West Hollywood August 1990 - June 2000
Skills
Team Leadership, User Experience, Usability Testing, Human Factors, Service Design, Information Architecture, Wireframes, Site Maps, Axure, Visio, Video Editing, Video Production, Graphic Design, Usability Engineering, Visual Design, User-centered Design, User Research, Interaction Design, User Interface, Usability, Heuristic Evaluation, Team Management, Mobile Devices, Axure RP
Education
San Jose State University 2004 — 2006
MS, Human Factors & Ergonomics
Academy of Entertainment and Technology
Certificate, Interactive Media
University of Michigan
B.A., Film and Video
Williams-Sonoma, Inc. July 2015 - Present
Franklin Templeton Investments February 2012 - July 2015
Franklin Templeton Investments December 2010 - February 2012
Franklin Templeton Investments June 2007 - December 2010
Interface Analysis Associates April 2005 - June 2007
NASA Ames Research Center May 2005 - October 2005
Long Beach City College March 2003 - August 2004
Self-employed June 2001 - August 2004
GSociety, Inc. 2000 - 2001
City of West Hollywood August 1990 - June 2000
Skills
Team Leadership, User Experience, Usability Testing, Human Factors, Service Design, Information Architecture, Wireframes, Site Maps, Axure, Visio, Video Editing, Video Production, Graphic Design, Usability Engineering, Visual Design, User-centered Design, User Research, Interaction Design, User Interface, Usability, Heuristic Evaluation, Team Management, Mobile Devices, Axure RP
Education
San Jose State University 2004 — 2006
MS, Human Factors & Ergonomics
Academy of Entertainment and Technology
Certificate, Interactive Media
University of Michigan
B.A., Film and Video
Susana Ley Susana Ley's Franklin Templeton Investments Experience November 2013 - August 2014
Job Graphics & Presentation Specialist at TPG Capital
Industry Venture Capital & Private Equity
Experience
TPG Capital September 2014 - Present
Susana Ley, Graphic Design 2006 - Present
Franklin Templeton Investments November 2013 - August 2014
TRI Coldwell Banker July 2011 - October 2013
Progress Investment Management Company, LLC 2007 - 2011
Sotheby's International Realty February 2003 - February 2006
Skills
Sellers, Real Estate, Social Media, Investments, Graphic Design, Social Media Marketing, Marketing, Creative Direction, Sales, Luxury, Management, Real Property, SEO, Marketing Communications
Education
San Francisco State University 1998 — 2002
Bachelor, Business, Marketing
TPG Capital September 2014 - Present
Susana Ley, Graphic Design 2006 - Present
Franklin Templeton Investments November 2013 - August 2014
TRI Coldwell Banker July 2011 - October 2013
Progress Investment Management Company, LLC 2007 - 2011
Sotheby's International Realty February 2003 - February 2006
Skills
Sellers, Real Estate, Social Media, Investments, Graphic Design, Social Media Marketing, Marketing, Creative Direction, Sales, Luxury, Management, Real Property, SEO, Marketing Communications
Education
San Francisco State University 1998 — 2002
Bachelor, Business, Marketing
Naomi Kellar's Franklin Templeton Investments Experience August 2004 - January 2006
Job Human Resources Consultant at Options4Growth
Industry Human Resources
Experience
Options4Growth November 2014 - Present
Kellar Consulting Services (aka Next Step Consulting) January 2006 - Present
Tides July 2013 - January 2014
Envision Education April 2007 - July 2013
Harper & Associates June 2005 - 2007
Franklin Templeton Investments August 2004 - January 2006
Right Management (formerly Bowker Consulting) August 2001 - August 2004
QuadraMed May 1997 - June 2001
Skills
Strong Occupational..., Compensation, Career Counseling, Job Evaluation, Employee Relations, Deferred Compensation, Technology Needs..., Organizational..., Coaching, Performance Management, Strategy, Employee Benefits, Team Building, Budgets, Organizational..., Leadership Development, Management, Nonprofits, Strategic Human..., Human Resources, Strategic Planning, Mergers & Acquisitions, Policy, Leadership, Management Consulting, Personnel Management, Training, Talent Management, Recruiting, Onboarding, Interviews
Education
San Francisco State University, College of Business 1989 — 1989
MBA, Human Resources/Organizational Development
San Francisco State University, College of Business
MBA
Options4Growth November 2014 - Present
Kellar Consulting Services (aka Next Step Consulting) January 2006 - Present
Tides July 2013 - January 2014
Envision Education April 2007 - July 2013
Harper & Associates June 2005 - 2007
Franklin Templeton Investments August 2004 - January 2006
Right Management (formerly Bowker Consulting) August 2001 - August 2004
QuadraMed May 1997 - June 2001
Skills
Strong Occupational..., Compensation, Career Counseling, Job Evaluation, Employee Relations, Deferred Compensation, Technology Needs..., Organizational..., Coaching, Performance Management, Strategy, Employee Benefits, Team Building, Budgets, Organizational..., Leadership Development, Management, Nonprofits, Strategic Human..., Human Resources, Strategic Planning, Mergers & Acquisitions, Policy, Leadership, Management Consulting, Personnel Management, Training, Talent Management, Recruiting, Onboarding, Interviews
Education
San Francisco State University, College of Business 1989 — 1989
MBA, Human Resources/Organizational Development
San Francisco State University, College of Business
MBA
Marisella Prada Marisella Prada's Franklin Templeton Investments Experience March 2014 - Present
Job Attorney
Industry Legal Services
Experience
Franklin Templeton Investments March 2014 - Present
Santa Clara County Public Defender's Office August 2013 - December 2013
Santa Clara County District Attorney's Office September 2011 - May 2012
Office of Governor Schwarzenegger May 2008 - September 2008
Skills
Legal Writing, Microsoft Office, Research, Litigation, Westlaw, Legal Research, Lexis, PowerPoint, Public Speaking, Microsoft Excel, Business Development, Legal Issues, Courts, Trials, Hearings, Civil Litigation, Corporate Law
Education
University of San Francisco School of Law 2010 — 2013
Juris Doctor, Law
Santa Clara University 2007 — 2009
Bachelor of Arts, Philosophy, Emphasis in Pre-Law and Ethics
Franklin Templeton Investments March 2014 - Present
Santa Clara County Public Defender's Office August 2013 - December 2013
Santa Clara County District Attorney's Office September 2011 - May 2012
Office of Governor Schwarzenegger May 2008 - September 2008
Skills
Legal Writing, Microsoft Office, Research, Litigation, Westlaw, Legal Research, Lexis, PowerPoint, Public Speaking, Microsoft Excel, Business Development, Legal Issues, Courts, Trials, Hearings, Civil Litigation, Corporate Law
Education
University of San Francisco School of Law 2010 — 2013
Juris Doctor, Law
Santa Clara University 2007 — 2009
Bachelor of Arts, Philosophy, Emphasis in Pre-Law and Ethics
Will Cahill, CIPM Will Cahill, CIPM's Franklin Templeton Investments Experience December 2014 - Present
Job Performance Analysis & Investment Risk
Industry Investment Management
Experience
Franklin Templeton Investments December 2014 - Present
Franklin Templeton Investments March 2013 - Present
Franklin Templeton Investments July 2011 - March 2013
Franklin Templeton Investments October 2010 - July 2011
Vanguard November 2009 - October 2010
Enterprise Rent-A-Car June 2007 - October 2007
Skills
Financial Analysis, Investments, Mutual Funds, Customer Service, Financial Modeling, Management, Finance, Portfolio Management, Series 63, Equities
Education
Santa Clara University 2004 — 2008
B.S., Finance
Franklin Templeton Investments December 2014 - Present
Franklin Templeton Investments March 2013 - Present
Franklin Templeton Investments July 2011 - March 2013
Franklin Templeton Investments October 2010 - July 2011
Vanguard November 2009 - October 2010
Enterprise Rent-A-Car June 2007 - October 2007
Skills
Financial Analysis, Investments, Mutual Funds, Customer Service, Financial Modeling, Management, Finance, Portfolio Management, Series 63, Equities
Education
Santa Clara University 2004 — 2008
B.S., Finance
Daniel Bascara Daniel Bascara's Franklin Templeton Investments Experience July 2015 - Present
Job Investment Operations Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 2015 - Present
Franklin Templeton Investments March 2004 - June 2015
Franklin Templeton Investments March 2002 - February 2004
Franklin Templeton Investments August 1996 - February 2002
Skills
SQL Server Management..., Oracle SQL, Microsoft Access, Visual Basic, Managed Accounts, Advent Axys, FISERV APL, Avenue CRM, MSSB Manager Dashboard, UBS Manager Link, Prudential Calculator, Pershing Manager..., Innovator, Axys
Education
Santa Clara University 1990 — 1994
BSC, Accounting
Franklin Templeton Investments July 2015 - Present
Franklin Templeton Investments March 2004 - June 2015
Franklin Templeton Investments March 2002 - February 2004
Franklin Templeton Investments August 1996 - February 2002
Skills
SQL Server Management..., Oracle SQL, Microsoft Access, Visual Basic, Managed Accounts, Advent Axys, FISERV APL, Avenue CRM, MSSB Manager Dashboard, UBS Manager Link, Prudential Calculator, Pershing Manager..., Innovator, Axys
Education
Santa Clara University 1990 — 1994
BSC, Accounting
Gabriel Pessah, CPA Gabriel Pessah, CPA's Franklin Templeton Investments Experience January 2011 - February 2015
Job Equity Research Associate at Jefferies
Industry Financial Services
Experience
Jefferies February 2015 - Present
Franklin Templeton Investments January 2011 - February 2015
Federated Pacific Holdings November 2009 - December 2010
Hood & Strong LLP November 2008 - November 2009
Education
Santa Clara University 2004 — 2008
BA, Finance
Jefferies February 2015 - Present
Franklin Templeton Investments January 2011 - February 2015
Federated Pacific Holdings November 2009 - December 2010
Hood & Strong LLP November 2008 - November 2009
Education
Santa Clara University 2004 — 2008
BA, Finance
Gonzarelli Doelman Gonzarelli Doelman's Franklin Templeton Investments Experience May 2010 - August 2010
Job Chief Product Strategist & Architect at Systems Internal LLC
Industry Information Technology and Services
Experience
Systems Internal LLC July 2014 - October 2014
Physio-Control Inc. December 2012 - May 2014
Verizon Business October 2011 - April 2012
The Epitec Group January 2011 - October 2011
iSoftStone September 2010 - December 2010
Franklin Templeton Investments May 2010 - August 2010
T-Mobile USA June 2005 - May 2009
Systems Internal LLC June 2003 - June 2005
CompuCom August 2001 - December 2002
Microsoft Corporation January 1999 - December 2001
Skills
Telecommunications, Management Consulting, Cloud Computing, Vendor Management, SDLC, Enterprise Architecture, SaaS, Program Management, ITIL, Outsourcing, Software Project..., Enterprise Software, Business Intelligence, IT Strategy &..., Oracle, Cisco Technologies, Agile Methodologies, Professional Services, Project Management, IT Strategy, Wireless, Leadership, Architecture, Analytics, Security, Solution Architecture, ERP, Disaster Recovery, CRM, Strategy, Software Development, Project Planning, PMO, SOA, Management, Integration, Testing, Business Process, Microsoft SQL Server, Requirements Analysis, IT Management, Data Warehousing, Business Analysis, Analysis, Agile Project Management, Networking, Software Documentation, SharePoint, System Deployment, Pre-sales
Education
Terremark 2012 — 2012
Certificate, Cloud Computing, Certified
IBM thru T-Mobile USA 2008 — 2008
Certification, Rational Unified Process Level 3
Hyperformix 2006 — 2006
Certification, Computer landscape design and scalability principles
Microsoft University 1999 — 2001
Certification, Business & Computing
Autodesk 1997 — 1998
AA, Architecture & Design Principals
Business & Computing Institute 1994 — 1995
AA, Business & Computers
Seattle Pacific University 1986 — 1988
Electrical Engineering, Working on Engineering and Computing Science
Systems Internal LLC July 2014 - October 2014
Physio-Control Inc. December 2012 - May 2014
Verizon Business October 2011 - April 2012
The Epitec Group January 2011 - October 2011
iSoftStone September 2010 - December 2010
Franklin Templeton Investments May 2010 - August 2010
T-Mobile USA June 2005 - May 2009
Systems Internal LLC June 2003 - June 2005
CompuCom August 2001 - December 2002
Microsoft Corporation January 1999 - December 2001
Skills
Telecommunications, Management Consulting, Cloud Computing, Vendor Management, SDLC, Enterprise Architecture, SaaS, Program Management, ITIL, Outsourcing, Software Project..., Enterprise Software, Business Intelligence, IT Strategy &..., Oracle, Cisco Technologies, Agile Methodologies, Professional Services, Project Management, IT Strategy, Wireless, Leadership, Architecture, Analytics, Security, Solution Architecture, ERP, Disaster Recovery, CRM, Strategy, Software Development, Project Planning, PMO, SOA, Management, Integration, Testing, Business Process, Microsoft SQL Server, Requirements Analysis, IT Management, Data Warehousing, Business Analysis, Analysis, Agile Project Management, Networking, Software Documentation, SharePoint, System Deployment, Pre-sales
Education
Terremark 2012 — 2012
Certificate, Cloud Computing, Certified
IBM thru T-Mobile USA 2008 — 2008
Certification, Rational Unified Process Level 3
Hyperformix 2006 — 2006
Certification, Computer landscape design and scalability principles
Microsoft University 1999 — 2001
Certification, Business & Computing
Autodesk 1997 — 1998
AA, Architecture & Design Principals
Business & Computing Institute 1994 — 1995
AA, Business & Computers
Seattle Pacific University 1986 — 1988
Electrical Engineering, Working on Engineering and Computing Science
Penny Kelso Crymes Penny Kelso Crymes's Franklin Templeton Investments Experience May 2000 - September 2001
Job Merchant Content Manager at SHOP.COM
Industry Internet
Experience
SHOP.COM June 2012 - Present
American Institute of Wine and Food September 2011 - May 2012
Synchronicity Studio August 2007 - December 2010
SHOP.COM 2002 - 2007
Franklin Templeton Investments May 2000 - September 2001
Skills
Quickbooks, Excel, CNA/HHA Certified, QuickBooks, Microsoft Excel
Education
Napa High School
San Jose State University
BA, Art / Art History
SHOP.COM June 2012 - Present
American Institute of Wine and Food September 2011 - May 2012
Synchronicity Studio August 2007 - December 2010
SHOP.COM 2002 - 2007
Franklin Templeton Investments May 2000 - September 2001
Skills
Quickbooks, Excel, CNA/HHA Certified, QuickBooks, Microsoft Excel
Education
Napa High School
San Jose State University
BA, Art / Art History
Sean Ryle Sean Ryle's Franklin Templeton Investments Experience November 2006 - Present
Job Sr Software Engineer at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments November 2006 - Present
Franklin Templeton 2006 - Present
Neilsen & Associates August 2005 - October 2006
Nielsen and Associates July 2004 - August 2005
Shands Healthcare July 1995 - August 2004
Skills
SDLC, Windows, Requirements Analysis, Unix, SQL, Software Development, SharePoint, Microsoft SQL Server, Vendor Management, Disaster Recovery, Integration, Enterprise Architecture, XML, Business Intelligence, Web Services, Quality Center, Databases, Data Modeling, Unix Shell Scripting, Java Enterprise Edition, Java, Linux, Business Objects, Software Documentation, Process Improvement, Visual Basic, IIS, Release Management, Weblogic, Perl, IT Management, Solaris, IT Strategy, Production Support, Eclipse, AIX, System Administration, MySQL, Security, Apache, Analysis, Visio, Software Project..., Requirements Gathering, Oracle
Education
University of Phoenix 2002 — 2004
BS, Information Technology
Santa Fe Community College 1991 — 2004
Associate of Arts, Business
Franklin Templeton Investments November 2006 - Present
Franklin Templeton 2006 - Present
Neilsen & Associates August 2005 - October 2006
Nielsen and Associates July 2004 - August 2005
Shands Healthcare July 1995 - August 2004
Skills
SDLC, Windows, Requirements Analysis, Unix, SQL, Software Development, SharePoint, Microsoft SQL Server, Vendor Management, Disaster Recovery, Integration, Enterprise Architecture, XML, Business Intelligence, Web Services, Quality Center, Databases, Data Modeling, Unix Shell Scripting, Java Enterprise Edition, Java, Linux, Business Objects, Software Documentation, Process Improvement, Visual Basic, IIS, Release Management, Weblogic, Perl, IT Management, Solaris, IT Strategy, Production Support, Eclipse, AIX, System Administration, MySQL, Security, Apache, Analysis, Visio, Software Project..., Requirements Gathering, Oracle
Education
University of Phoenix 2002 — 2004
BS, Information Technology
Santa Fe Community College 1991 — 2004
Associate of Arts, Business
Sherif Farid Sherif Farid's Franklin Templeton Investments Experience August 2012 - Present
Job Senior Marketing Associate at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2012 - Present
Franklin Templeton Investments November 2010 - August 2012
Invesco Trimark January 2005 - August 2010
Levesque and Bettencourt, Financial Advisors June 2004 - January 2005
Dundee Securities May 1997 - July 2003
Skills
Relationship Management, Project Management, Mutual Funds, Investments, Management, Financial Services, Marketing, Wealth Management, Portfolio Management, Cross-functional Team..., Creative Direction, Negotiation, Strategic Financial..., Sales, Strategic Planning, Training, Investment Strategies, Strategy, Financial Planning
Education
Seneca College of Applied Arts and Technology 1993 — 1995
Finance, General
Seneca College of Applied Arts and Technology
Business and Economics
Franklin Templeton Investments August 2012 - Present
Franklin Templeton Investments November 2010 - August 2012
Invesco Trimark January 2005 - August 2010
Levesque and Bettencourt, Financial Advisors June 2004 - January 2005
Dundee Securities May 1997 - July 2003
Skills
Relationship Management, Project Management, Mutual Funds, Investments, Management, Financial Services, Marketing, Wealth Management, Portfolio Management, Cross-functional Team..., Creative Direction, Negotiation, Strategic Financial..., Sales, Strategic Planning, Training, Investment Strategies, Strategy, Financial Planning
Education
Seneca College of Applied Arts and Technology 1993 — 1995
Finance, General
Seneca College of Applied Arts and Technology
Business and Economics
Joseph Gotelli Joseph Gotelli's Franklin Templeton Investments Experience July 2001 - July 2008
Job Vice President and Portfolio Manager at American Century Investments
Industry Investment Management
Experience
American Century Investments February 2010 - Present
American Century Investments July 2008 - February 2010
Franklin Templeton Investments July 2001 - July 2008
Skills
Investments, Portfolio Management, Asset Management, Mutual Funds, Fixed Income, Bloomberg, Municipal Bonds, Alternative Investments, Bonds
Education
Santa Clara University 2005 — 2007
MBA, Finance
University of California, Santa Barbara 1998 — 2001
BA, Business/Economics
American Century Investments February 2010 - Present
American Century Investments July 2008 - February 2010
Franklin Templeton Investments July 2001 - July 2008
Skills
Investments, Portfolio Management, Asset Management, Mutual Funds, Fixed Income, Bloomberg, Municipal Bonds, Alternative Investments, Bonds
Education
Santa Clara University 2005 — 2007
MBA, Finance
University of California, Santa Barbara 1998 — 2001
BA, Business/Economics
Brian Hu's Franklin Templeton Investments Experience September 2008 - 2008
Job Grand Challenge Canada funded Entreprenuer at Impact Centre of UofT
Industry Consumer Electronics
Experience
Sense Intelligent Inc. July 2011 - Present
University of Toronto December 2011 - December 2012
University of Waterloo September 2010 - June 2012
Lenovo DT Group. - Former IBM PC Department April 2007 - April 2008
Franklin Templeton Investments September 2008 - 2008
Mobile Division, BenQ Co.,Ltd. - former Siemens Mobile Co.,Ltd. January 2006 - January 2007
China Netcom Corp Ltd. - Top 3 Telecom service provider in Asia. Partner of AT&T, Sprint, and BT August 2002 - November 2005
Skills
Telecommunications, Computer Vision, Matlab, C, C++, Wireless, Linux, Data Analysis, Product Management, Product Development, Product Marketing, Team Leadership, Computer Hardware, Cross-functional Team..., Mobile Devices, Network Security, System Design, VLSI, Management, Product Lifecycle..., Entrepreneurship, Business Development, Cadence, Material Science, Leadership, Project Management, Project Planning, CRM
Education
University of Waterloo 2010 — 2012
Master, Electronic and Computer Engineering, above 80%
Seneca College of Applied Arts and Technology 2009 — 2010
Certificate, Business Administration
Sun Yat-Sen University 1999 — 2002
Master, Science
Sun Yat-Sen University 1994 — 1999
Bachelor, Science
Sense Intelligent Inc. July 2011 - Present
University of Toronto December 2011 - December 2012
University of Waterloo September 2010 - June 2012
Lenovo DT Group. - Former IBM PC Department April 2007 - April 2008
Franklin Templeton Investments September 2008 - 2008
Mobile Division, BenQ Co.,Ltd. - former Siemens Mobile Co.,Ltd. January 2006 - January 2007
China Netcom Corp Ltd. - Top 3 Telecom service provider in Asia. Partner of AT&T, Sprint, and BT August 2002 - November 2005
Skills
Telecommunications, Computer Vision, Matlab, C, C++, Wireless, Linux, Data Analysis, Product Management, Product Development, Product Marketing, Team Leadership, Computer Hardware, Cross-functional Team..., Mobile Devices, Network Security, System Design, VLSI, Management, Product Lifecycle..., Entrepreneurship, Business Development, Cadence, Material Science, Leadership, Project Management, Project Planning, CRM
Education
University of Waterloo 2010 — 2012
Master, Electronic and Computer Engineering, above 80%
Seneca College of Applied Arts and Technology 2009 — 2010
Certificate, Business Administration
Sun Yat-Sen University 1999 — 2002
Master, Science
Sun Yat-Sen University 1994 — 1999
Bachelor, Science
Jomar Monzon's Franklin Templeton Investments Experience April 2008 - August 2011
Job Assistant Retail Marketing Manager at Nintendo
Industry Marketing and Advertising
Experience
Nintendo December 2013 - Present
Ariat International August 2011 - November 2013
Franklin Templeton Investments April 2008 - August 2011
Sage Software August 2006 - February 2008
Provident Credit Union October 2005 - August 2006
Skills
Email Marketing, Social Media Marketing, Integrated Marketing, Direct Marketing, Marketing, Facebook, PowerPoint, Product Marketing, Marketing Strategy, Microsoft Office, Online Marketing, Marketing Communications, Online Advertising, Product Management, Competitive Analysis
Education
San Jose State University
Bachelor of Science (BS), Business Administration with a Concentration in Marketing
Nintendo December 2013 - Present
Ariat International August 2011 - November 2013
Franklin Templeton Investments April 2008 - August 2011
Sage Software August 2006 - February 2008
Provident Credit Union October 2005 - August 2006
Skills
Email Marketing, Social Media Marketing, Integrated Marketing, Direct Marketing, Marketing, Facebook, PowerPoint, Product Marketing, Marketing Strategy, Microsoft Office, Online Marketing, Marketing Communications, Online Advertising, Product Management, Competitive Analysis
Education
San Jose State University
Bachelor of Science (BS), Business Administration with a Concentration in Marketing
Joanne Sucgang's Franklin Templeton Investments Experience December 2004 - May 2007
Job Senior Equity Compensation Analyst at Genentech
Industry Human Resources
Experience
Genentech April 2012 - Present
Genentech March 2010 - April 2012
Cisco Systems March 2009 - February 2010
Stock & Option Solutions June 2007 - February 2009
Franklin Templeton Investments December 2004 - May 2007
Franklin Templeton Investments February 2002 - November 2004
DMC Stratex Networks August 2000 - August 2001
DMC Stratex Networks January 2000 - July 2000
Skills
PeopleSoft, Microsoft Excel, Financial Analysis, Process Improvement, Data Analysis, Equities, Microsoft Office, Management, Account Management, Customer Service
Education
San Jose State University 1993 — 1997
BS, Advertising, Minor - Humanities
Genentech April 2012 - Present
Genentech March 2010 - April 2012
Cisco Systems March 2009 - February 2010
Stock & Option Solutions June 2007 - February 2009
Franklin Templeton Investments December 2004 - May 2007
Franklin Templeton Investments February 2002 - November 2004
DMC Stratex Networks August 2000 - August 2001
DMC Stratex Networks January 2000 - July 2000
Skills
PeopleSoft, Microsoft Excel, Financial Analysis, Process Improvement, Data Analysis, Equities, Microsoft Office, Management, Account Management, Customer Service
Education
San Jose State University 1993 — 1997
BS, Advertising, Minor - Humanities
Danielle M. Nelson's Franklin Templeton Investments Experience 2006 - 2008
Job Sr Demand Planner at The Clorox Company
Industry Entertainment
Experience
The Clorox Company February 2014 - Present
LeapFrog September 2012 - February 2014
Electronic Arts 2008 - September 2012
Franklin Templeton Investments 2006 - 2008
Various / Self-Employed 2000 - 2007
Education Program for Gifted Youth at Stanford University 2004 - 2005
University of California 2002 - 2004
Stanford University 2000 - 2002
Franklin Templeton 1996 - 1998
Skills
Mathematics, Forecasting, Analysis, Statistics, Data Analysis, Analytics, Market Research, Finance, Process Improvement, Demand Planning, Training, Competitive Analysis, Cross-functional Team..., Sales, Product Management, Market Analysis, Financial Modeling
Education
University of California, San Diego 2002 — 2004
MA, Math
Santa Clara University 1999 — 2001
Cupertino High School
The Clorox Company February 2014 - Present
LeapFrog September 2012 - February 2014
Electronic Arts 2008 - September 2012
Franklin Templeton Investments 2006 - 2008
Various / Self-Employed 2000 - 2007
Education Program for Gifted Youth at Stanford University 2004 - 2005
University of California 2002 - 2004
Stanford University 2000 - 2002
Franklin Templeton 1996 - 1998
Skills
Mathematics, Forecasting, Analysis, Statistics, Data Analysis, Analytics, Market Research, Finance, Process Improvement, Demand Planning, Training, Competitive Analysis, Cross-functional Team..., Sales, Product Management, Market Analysis, Financial Modeling
Education
University of California, San Diego 2002 — 2004
MA, Math
Santa Clara University 1999 — 2001
Cupertino High School
Glenn Sobrepena's Franklin Templeton Investments Experience 2001 - Present
Job Supervisor Portfolio Operations at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 2001 - Present
Banc of America Securities November 2000 - April 2001
Wells Fargo Securities August 1997 - September 2000
Education
San Jose State University
BS, Business Administration-Human Resource Management
Franklin Templeton Investments 2001 - Present
Banc of America Securities November 2000 - April 2001
Wells Fargo Securities August 1997 - September 2000
Education
San Jose State University
BS, Business Administration-Human Resource Management
Sarah E. Dunne's Franklin Templeton Investments Experience 1999 - 2004
Job Library & Information Technology Professional
Industry Libraries
Experience
Owls Head Transportation Museum May 2014 - Present
SCRAP 2007 - 2013
Graduate Theological Union 2009 - 2010
The Institute for College Access and Success 2008 - 2008
McCann Erickson 2004 - 2006
Franklin Templeton Investments 1999 - 2004
B.E.S.T. Services 1997 - 1998
Banc of America Investment Services (BAIS) 1994 - 1997
Skills
Library Science, Electronic Resources, Database Administration, Archives, Archival Processing, Archival Preservation, Library Reference, Copy Cataloging, Cataloging, Academic Libraries, Research, Digital Libraries, Collection Development, Digitization, Editing, LCSH, OCLC Connexion, Metadata, Library, Library Instruction, Information Literacy, Library Research, Virtual Reference, Technical Services, Content Management, Teaching, Microsoft Office, Adobe Acrobat, Nonprofits, Community Outreach, Higher Education, CSS, HTML, FileMaker, Encoded Archival..., Social Media, Google Apps, Public Speaking, Factiva, Libraries
Education
San Jose State University 2008 — 2011
MLIS, Library & Information Science
University of California, Santa Cruz 1986 — 1992
Bachelor's degree, Comparative Literature
St. Giles Language Teaching Center, San Francisco: 1996 — 1996
University of Cambridge/RSA TEFL Certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor, Pass/Awarded Teaching Certificate
Owls Head Transportation Museum May 2014 - Present
SCRAP 2007 - 2013
Graduate Theological Union 2009 - 2010
The Institute for College Access and Success 2008 - 2008
McCann Erickson 2004 - 2006
Franklin Templeton Investments 1999 - 2004
B.E.S.T. Services 1997 - 1998
Banc of America Investment Services (BAIS) 1994 - 1997
Skills
Library Science, Electronic Resources, Database Administration, Archives, Archival Processing, Archival Preservation, Library Reference, Copy Cataloging, Cataloging, Academic Libraries, Research, Digital Libraries, Collection Development, Digitization, Editing, LCSH, OCLC Connexion, Metadata, Library, Library Instruction, Information Literacy, Library Research, Virtual Reference, Technical Services, Content Management, Teaching, Microsoft Office, Adobe Acrobat, Nonprofits, Community Outreach, Higher Education, CSS, HTML, FileMaker, Encoded Archival..., Social Media, Google Apps, Public Speaking, Factiva, Libraries
Education
San Jose State University 2008 — 2011
MLIS, Library & Information Science
University of California, Santa Cruz 1986 — 1992
Bachelor's degree, Comparative Literature
St. Giles Language Teaching Center, San Francisco: 1996 — 1996
University of Cambridge/RSA TEFL Certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor, Pass/Awarded Teaching Certificate
Brian Marquez's Franklin Templeton Investments Experience 2006 - 2009
Job VP Private Client Advisor
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. April 2014 - Present
Chase Investments, a part of J.P. Morgan Securities LLC April 2011 - April 2014
JPMorgan Chase December 2009 - April 2011
Franklin Templeton Investments 2006 - 2009
Skills
Financial Services, Series 7, Series 66
Education
San Jose State University 1999 — 2005
JPMorgan Chase Bank N.A. April 2014 - Present
Chase Investments, a part of J.P. Morgan Securities LLC April 2011 - April 2014
JPMorgan Chase December 2009 - April 2011
Franklin Templeton Investments 2006 - 2009
Skills
Financial Services, Series 7, Series 66
Education
San Jose State University 1999 — 2005
Penny Alexander's Franklin Templeton Investments Experience 2002 - Present
Job SVPHuman Resources at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 2002 - Present
Skills
Performance Management, Mutual Funds, Employee Engagement, Talent Management, PeopleSoft, Financial Services, Employee Relations, Talent Acquisition, HRIS, SDLC, Investments, Vendor Management, Onboarding, Employee Benefits, Public Speaking, Leadership, Start-ups, Management, Sales, Strategy
Education
Mercy High School Burlingame
Santa Clara University
Franklin Templeton Investments 2002 - Present
Skills
Performance Management, Mutual Funds, Employee Engagement, Talent Management, PeopleSoft, Financial Services, Employee Relations, Talent Acquisition, HRIS, SDLC, Investments, Vendor Management, Onboarding, Employee Benefits, Public Speaking, Leadership, Start-ups, Management, Sales, Strategy
Education
Mercy High School Burlingame
Santa Clara University
Curt Radetich's Franklin Templeton Investments Experience April 1986 - 1999
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2009 - Present
ETRADE Financial 2006 - 2009
Charles Schwab 1999 - 2006
Franklin Templeton Investments April 1986 - 1999
Education
San Jose State University 1988 — 1993
TD Ameritrade 2009 - Present
ETRADE Financial 2006 - 2009
Charles Schwab 1999 - 2006
Franklin Templeton Investments April 1986 - 1999
Education
San Jose State University 1988 — 1993
Judy Ho's Franklin Templeton Investments Experience November 2006 - June 2007
Job Senior Business Analyst at PG&E
Industry Utilities
Experience
Pacific Gas and Electric Company March 2008 - September 2012
PG&E July 2007 - February 2008
Franklin Templeton Investments November 2006 - June 2007
Franklin Templeton Investments December 2005 - October 2006
H&R Block October 2002 - July 2004
California Capital Financial Development Corporation June 2002 - December 2003
Education
San Francisco State University, College of Business
Master of Business Administration (MBA)
University of California, Berkeley Extension
University of California, Davis
Bachelor's degree, Managerial Economics
Pacific Gas and Electric Company March 2008 - September 2012
PG&E July 2007 - February 2008
Franklin Templeton Investments November 2006 - June 2007
Franklin Templeton Investments December 2005 - October 2006
H&R Block October 2002 - July 2004
California Capital Financial Development Corporation June 2002 - December 2003
Education
San Francisco State University, College of Business
Master of Business Administration (MBA)
University of California, Berkeley Extension
University of California, Davis
Bachelor's degree, Managerial Economics
Gladys Lacre-Meza's Franklin Templeton Investments Experience November 2010 - Present
Job Corporate Treasury at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments November 2010 - Present
Education
San Francisco State University, College of Business
Franklin Templeton Investments November 2010 - Present
Education
San Francisco State University, College of Business
David Opiana's Franklin Templeton Investments Experience 2003 - Present
Job Corporate Tax Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 2003 - Present
KPMG, LLP 2000 - 2002
Engelman Accountancy Corporation 1991 - 2000
Skills
Tax, Tax Accounting, Corporate Tax, Income Tax, Tax Preparation, PeopleSoft, Internal Controls, OneSource, SOX 404, IRS Enrolled Agent, International Tax, Tax Research, FIN 48, Tax Returns, SEC filings, Sarbanes-Oxley, Big 4, Investments, Tax Reporting, State Tax, US GAAP
Education
San Francisco State University, College of Business
Bachelors, Accounting
Junipero Serra High School
Franklin Templeton Investments 2003 - Present
KPMG, LLP 2000 - 2002
Engelman Accountancy Corporation 1991 - 2000
Skills
Tax, Tax Accounting, Corporate Tax, Income Tax, Tax Preparation, PeopleSoft, Internal Controls, OneSource, SOX 404, IRS Enrolled Agent, International Tax, Tax Research, FIN 48, Tax Returns, SEC filings, Sarbanes-Oxley, Big 4, Investments, Tax Reporting, State Tax, US GAAP
Education
San Francisco State University, College of Business
Bachelors, Accounting
Junipero Serra High School
Lisa Shirley's Franklin Templeton Investments Experience July 1994 - Present
Job VP/Analyst at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments July 1994 - Present
Education
CFA Institute
CFA, Chartered Financial Analyst
Santa Clara University 1998 — 2001
MBA
University of California, Santa Barbara 1992 — 1994
BA, Business Economics
Franklin Templeton Investments July 1994 - Present
Education
CFA Institute
CFA, Chartered Financial Analyst
Santa Clara University 1998 — 2001
MBA
University of California, Santa Barbara 1992 — 1994
BA, Business Economics
Joe Larrenaga's Franklin Templeton Investments Experience January 2011 - Present
Job Treasury Supervisor at Franklin Templeton Investments
Industry Accounting
Experience
Franklin Templeton Investments January 2011 - Present
Franklin Templeton Investments June 2005 - December 2010
McFarlane, Cazale and Associates January 2002 - June 2005
Hood and Strong, LLP February 2000 - December 2001
Skills
Variance Analysis, Microsoft Excel, Accounting, Financial Analysis, US GAAP, Account Reconciliation, Sarbanes-Oxley Act, General Ledger, Financial Reporting, Financial Accounting, Internal Controls, Financial Modeling, Process Improvement, Investments, Auditing, Budgets, GAAP, Forecasting, Cash Flow, Journal Entries, Corporate Finance, Financial Variance..., Cash Flow Reporting, Planning Budgeting &...
Education
San Jose State University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Santa Clara University 1996 — 2000
Bachelor's of Science, Accounting
Franklin Templeton Investments January 2011 - Present
Franklin Templeton Investments June 2005 - December 2010
McFarlane, Cazale and Associates January 2002 - June 2005
Hood and Strong, LLP February 2000 - December 2001
Skills
Variance Analysis, Microsoft Excel, Accounting, Financial Analysis, US GAAP, Account Reconciliation, Sarbanes-Oxley Act, General Ledger, Financial Reporting, Financial Accounting, Internal Controls, Financial Modeling, Process Improvement, Investments, Auditing, Budgets, GAAP, Forecasting, Cash Flow, Journal Entries, Corporate Finance, Financial Variance..., Cash Flow Reporting, Planning Budgeting &...
Education
San Jose State University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Santa Clara University 1996 — 2000
Bachelor's of Science, Accounting
CHRISTINE PEZINO's Franklin Templeton Investments Experience March 2008 - December 2013
Job Asset & Property Management
Industry Financial Services
Experience
Asset Management January 2014 - Present
Franklin Templeton Investments March 2008 - December 2013
J.P. Morgan April 1999 - March 2008
SoundView Technology Group July 1997 - April 1999
Education
Santa Clara University
Finance
Asset Management January 2014 - Present
Franklin Templeton Investments March 2008 - December 2013
J.P. Morgan April 1999 - March 2008
SoundView Technology Group July 1997 - April 1999
Education
Santa Clara University
Finance
Teresa Duggan's Franklin Templeton Investments Experience September 1997 - November 2005
Job Human Resources Consultant IV at Kaiser Permanente
Industry Human Resources
Experience
Kaiser Permanente April 2012 - Present
Kaiser Permanente March 2011 - March 2012
Kaiser Permanente April 2010 - November 2010
Independent Contractor October 2009 - April 2010
Oracle USA, Inc. December 2005 - July 2009
Franklin Templeton Investments September 1997 - November 2005
Mediacopy 1994 - 1996
Bank of America 1983 - 1995
Education
San Francisco State University
Kaiser Permanente April 2012 - Present
Kaiser Permanente March 2011 - March 2012
Kaiser Permanente April 2010 - November 2010
Independent Contractor October 2009 - April 2010
Oracle USA, Inc. December 2005 - July 2009
Franklin Templeton Investments September 1997 - November 2005
Mediacopy 1994 - 1996
Bank of America 1983 - 1995
Education
San Francisco State University
Jim Conn's Franklin Templeton Investments Experience
Job Sr. V.P. Municipal Bonds at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments
Skills
Mutual Funds, Fixed Income, Investments, Bloomberg, Portfolio Management, Asset Management, Equities, Asset Allocation, Hedge Funds, Series 7, Capital Markets, Alternative Investments, Securities, Investment Strategies, Series 63
Education
Santa Clara University 1982 — 1987
Franklin Templeton Investments
Skills
Mutual Funds, Fixed Income, Investments, Bloomberg, Portfolio Management, Asset Management, Equities, Asset Allocation, Hedge Funds, Series 7, Capital Markets, Alternative Investments, Securities, Investment Strategies, Series 63
Education
Santa Clara University 1982 — 1987
Deborah Gillingham's Franklin Templeton Investments Experience 1991 - 2008
Job Marketing Product Manager at Barclays Global Investors
Industry Financial Services
Experience
Barclays Global Investors August 2008 - Present
BlackRock 2008 - Present
Franklin Templeton Investments 1991 - 2008
Education
Santa Clara University 1997 — 1997
University of the Pacific 1985 — 1989
University of the Pacific - Eberhardt School of Business 1985 — 1989
B.S., Accounting
Barclays Global Investors August 2008 - Present
BlackRock 2008 - Present
Franklin Templeton Investments 1991 - 2008
Education
Santa Clara University 1997 — 1997
University of the Pacific 1985 — 1989
University of the Pacific - Eberhardt School of Business 1985 — 1989
B.S., Accounting
Sue Cai's Franklin Templeton Investments Experience June 1996 - December 1997
Job Sr. Accountant at Visa
Industry Computer Networking
Experience
Visa December 2009 - Present
Cisco assigned by Adeco October 2007 - May 2009
VaxGen Assigned by Resources Connection November 2006 - September 2007
UTStarcom Assigned by Resources Connection December 2005 - November 2006
Mervyn's Assigned by Resources Connection May 2005 - November 2005
Greater Bay Bank Assigned by Resources Connection November 2004 - April 2005
PG&E Assigned by Resoruces Connection September 2003 - November 2004
Aireraft Technical Publishers June 2001 - August 2003
Adecco Group December 1997 - May 2001
Franklin Templeton Investments June 1996 - December 1997
Skills
GL, Financial Analyses,..., General Ledger, Financial Reporting, Revenue Recognition, Accounting, Sarbanes-Oxley Act, Hyperion Enterprise, Account Reconciliation, Financial Analysis
Education
San Jose State University 1993 — 1996
Bachelor of Science (BS), Accounting
Visa December 2009 - Present
Cisco assigned by Adeco October 2007 - May 2009
VaxGen Assigned by Resources Connection November 2006 - September 2007
UTStarcom Assigned by Resources Connection December 2005 - November 2006
Mervyn's Assigned by Resources Connection May 2005 - November 2005
Greater Bay Bank Assigned by Resources Connection November 2004 - April 2005
PG&E Assigned by Resoruces Connection September 2003 - November 2004
Aireraft Technical Publishers June 2001 - August 2003
Adecco Group December 1997 - May 2001
Franklin Templeton Investments June 1996 - December 1997
Skills
GL, Financial Analyses,..., General Ledger, Financial Reporting, Revenue Recognition, Accounting, Sarbanes-Oxley Act, Hyperion Enterprise, Account Reconciliation, Financial Analysis
Education
San Jose State University 1993 — 1996
Bachelor of Science (BS), Accounting
Louise Rebello's Franklin Templeton Investments Experience June 2008 - December 2013
Job Business Analyst at Health Net Federal Services
Industry Information Technology and Services
Experience
Health Net Federal Services December 2013 - Present
Franklin Templeton Investments June 2008 - December 2013
Hewlett-Packard 2006 - 2010
Electronic Data systems (EDS) February 2006 - June 2008
HP Enterprise Service - (EDS) 2006 - 2008
Cisco Systems October 1999 - May 2001
Education
San Jose State University
B.A.
University of California, Santa Cruz
Credential-Program & Project Management
Health Net Federal Services December 2013 - Present
Franklin Templeton Investments June 2008 - December 2013
Hewlett-Packard 2006 - 2010
Electronic Data systems (EDS) February 2006 - June 2008
HP Enterprise Service - (EDS) 2006 - 2008
Cisco Systems October 1999 - May 2001
Education
San Jose State University
B.A.
University of California, Santa Cruz
Credential-Program & Project Management
Matthew Paver's Franklin Templeton Investments Experience June 2005 - September 2006
Job Financial Analyst Global Business Planning at Nike
Industry Financial Services
Experience
Nike February 2015 - Present
Nitro, Inc. May 2013 - February 2015
MOC Insurance Services February 2009 - May 2013
Crosslink Capital July 2007 - December 2007
Franklin Templeton Investments June 2005 - September 2006
Skills
Accounting, Invoicing, Microsoft Word, Microsoft Excel, PowerPoint, QuickBooks, Outlook, Financial Modeling, Expert panini chef, SEC filings, GAAP, Salesforce.com, Excel, Microsoft Office, Word, AMS360, Nitro, US GAAP, Accounts..., General Ledger..., ACH Transactions, Vendor Management, Sales Commission, NetSuite, SAP, SAP BW, Concur
Education
Santa Clara University 2004 — 2008
Finance
Santa Clara University - Leavey School of Business 2004 — 2008
Finance
Nike February 2015 - Present
Nitro, Inc. May 2013 - February 2015
MOC Insurance Services February 2009 - May 2013
Crosslink Capital July 2007 - December 2007
Franklin Templeton Investments June 2005 - September 2006
Skills
Accounting, Invoicing, Microsoft Word, Microsoft Excel, PowerPoint, QuickBooks, Outlook, Financial Modeling, Expert panini chef, SEC filings, GAAP, Salesforce.com, Excel, Microsoft Office, Word, AMS360, Nitro, US GAAP, Accounts..., General Ledger..., ACH Transactions, Vendor Management, Sales Commission, NetSuite, SAP, SAP BW, Concur
Education
Santa Clara University 2004 — 2008
Finance
Santa Clara University - Leavey School of Business 2004 — 2008
Finance
Drew Hayashi's Franklin Templeton Investments Experience December 2007 - Present
Job Sr. Portfolio Analyst Municipal Bonds at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments December 2007 - Present
Education
Santa Clara University 1999 — 2003
Bachelor's Degree, Finance
Franklin Templeton Investments December 2007 - Present
Education
Santa Clara University 1999 — 2003
Bachelor's Degree, Finance
Carmen Carpio-Lacatusu's Franklin Templeton Investments Experience August 2007 - April 2009
Job Business analysis project management policies and procedures UAT people manager training static data
Industry Financial Services
Experience
TD Securities November 2009 - April 2012
Franklin Templeton Investments August 2007 - April 2009
Skills
Mutual Funds, Leadership, Training, Business Analysis, Back Office, Operations Management, Financial Services, Technical Writing, Finance, Performance Management, Process Improvement, Coaching, Customer Experience, Recruiting, AML, Team Management, Team Leadership, Analysis, Change Management, Business Requirements, Agile Methodologies, Project Planning, Requirements Management, Banking, Project Management
Education
Seneca College of Applied Arts and Technology
Business Analyst Certificate, Business Analyst Training Program
George Brown College
Culinary certificate, Culinary Arts/Chef Training
York University
Bachelor of Arts (B.A.), Italian and French Language and Literature
TD Securities November 2009 - April 2012
Franklin Templeton Investments August 2007 - April 2009
Skills
Mutual Funds, Leadership, Training, Business Analysis, Back Office, Operations Management, Financial Services, Technical Writing, Finance, Performance Management, Process Improvement, Coaching, Customer Experience, Recruiting, AML, Team Management, Team Leadership, Analysis, Change Management, Business Requirements, Agile Methodologies, Project Planning, Requirements Management, Banking, Project Management
Education
Seneca College of Applied Arts and Technology
Business Analyst Certificate, Business Analyst Training Program
George Brown College
Culinary certificate, Culinary Arts/Chef Training
York University
Bachelor of Arts (B.A.), Italian and French Language and Literature
Joesefil (Joy) Banaria's Franklin Templeton Investments Experience 2008 - Present
Job Lead Research Analyst Marketing
Industry Investment Management
Experience
Franklin Templeton Investments 2008 - Present
Franklin Templeton Investments 2004 - 2008
Wells Fargo Bank March 2001 - 2003
Federal Reserve Bank of San Francisco 2000 - 2001
Education
San Francisco State University, College of Business 1990 — 1996
MIS and Office Systems, Management Information Systems
Franklin Templeton Investments 2008 - Present
Franklin Templeton Investments 2004 - 2008
Wells Fargo Bank March 2001 - 2003
Federal Reserve Bank of San Francisco 2000 - 2001
Education
San Francisco State University, College of Business 1990 — 1996
MIS and Office Systems, Management Information Systems
Melanie Blake D'Souza's Franklin Templeton Investments Experience 1989 - 1992
Job Travel Consultant at Divine Destinations
Industry Leisure, Travel & Tourism
Experience
Divine Destination Weddings and Honeymoons October 2012 - Present
D'Souza Consulting Inc. 2008 - October 2012
Colorful Canvases, Inc. 2005 - 2008
Charles Schwab 1997 - 2001
Fidelity Investments 1994 - 1997
Wells Fargo Bank 1993 - 1994
Essex Corporation 1993 - 1994
Franklin Templeton Investments 1989 - 1992
Skills
Marketing, Product Management, Strategy, Sales, Travel Planning, Leisure Travel, Honeymoons, Family Vacations, Family Travel, Destination Weddings, Vacation, Social Media Marketing, Public Relations
Education
Santa Clara University - Leavey School of Business 1987 — 1989
MBA, MBA
University of Southern California 1980 — 1984
BA, International Relations
Divine Destination Weddings and Honeymoons October 2012 - Present
D'Souza Consulting Inc. 2008 - October 2012
Colorful Canvases, Inc. 2005 - 2008
Charles Schwab 1997 - 2001
Fidelity Investments 1994 - 1997
Wells Fargo Bank 1993 - 1994
Essex Corporation 1993 - 1994
Franklin Templeton Investments 1989 - 1992
Skills
Marketing, Product Management, Strategy, Sales, Travel Planning, Leisure Travel, Honeymoons, Family Vacations, Family Travel, Destination Weddings, Vacation, Social Media Marketing, Public Relations
Education
Santa Clara University - Leavey School of Business 1987 — 1989
MBA, MBA
University of Southern California 1980 — 1984
BA, International Relations
Stephen Sanfilippo's Franklin Templeton Investments Experience 2001 - 2006
Job Manager, Graphic Arts at Cameo Global, Inc.
Industry Marketing and Advertising
Experience
Cameo Global, Inc. April 2014 - Present
Illuminer 2009 - March 2014
Franklin Templeton Investments 2001 - 2006
Skills
Marketing Management, Marketing Communications, Corporate Branding, Marketing Strategy, Collateral Materials..., Information Graphics, Product Development, Business Development, Branding & Identity, Graphic Design, Logo Design, Brochures, Graphics, Layout, Graphic Arts, Adobe Creative Suite, Illustrator, Vector Illustration, Illustration, InDesign, QuarkXPress, Pre-press, Packaging, Mac, PC, Microsoft Word, Adobe Acrobat, Microsoft Excel, Lighting, Construction Management, Electrical Industry, Entrepreneurship
Education
San Jose State University 1985 — 1989
B.S., Graphic Design/Advertising
Cameo Global, Inc. April 2014 - Present
Illuminer 2009 - March 2014
Franklin Templeton Investments 2001 - 2006
Skills
Marketing Management, Marketing Communications, Corporate Branding, Marketing Strategy, Collateral Materials..., Information Graphics, Product Development, Business Development, Branding & Identity, Graphic Design, Logo Design, Brochures, Graphics, Layout, Graphic Arts, Adobe Creative Suite, Illustrator, Vector Illustration, Illustration, InDesign, QuarkXPress, Pre-press, Packaging, Mac, PC, Microsoft Word, Adobe Acrobat, Microsoft Excel, Lighting, Construction Management, Electrical Industry, Entrepreneurship
Education
San Jose State University 1985 — 1989
B.S., Graphic Design/Advertising
Debbie Cain's Franklin Templeton Investments Experience 2006 - 2008
Job Renewals Billing Analyst at Advent Software
Industry Computer Software
Experience
Advent Software May 2010 - Present
Advent Software October 2009 - May 2010
Advent Software March 2009 - October 2009
Advent Software March 2008 - March 2009
Franklin Templeton Investments 2006 - 2008
Advent Software 2004 - 2006
Advent Software 2001 - 2004
Skills
Salesforce.com, Sales Operations, Business Analysis, SaaS, Competitive Analysis, Process Improvement, CRM, Enterprise Software, Financial Analysis, Financial Reporting, Analytics, Forecasting, Data Analysis, Account Management, Essbase, Business Intelligence, Cross-functional Team..., Analysis, Finance, Strategy, Sarbanes-Oxley Act, Variance Analysis, Financial Accounting, Operational Excellence
Education
San Jose State University
BA, Journalism/Fine Art Photography
Advent Software May 2010 - Present
Advent Software October 2009 - May 2010
Advent Software March 2009 - October 2009
Advent Software March 2008 - March 2009
Franklin Templeton Investments 2006 - 2008
Advent Software 2004 - 2006
Advent Software 2001 - 2004
Skills
Salesforce.com, Sales Operations, Business Analysis, SaaS, Competitive Analysis, Process Improvement, CRM, Enterprise Software, Financial Analysis, Financial Reporting, Analytics, Forecasting, Data Analysis, Account Management, Essbase, Business Intelligence, Cross-functional Team..., Analysis, Finance, Strategy, Sarbanes-Oxley Act, Variance Analysis, Financial Accounting, Operational Excellence
Education
San Jose State University
BA, Journalism/Fine Art Photography
Jennifer Mahrt's Franklin Templeton Investments Experience April 2001 - July 2007
Job Sr Business Analyst at Blue Shield of California
Industry Health, Wellness and Fitness
Experience
Blue Shield CA July 2010 - Present
Blue Shield of California October 2007 - Present
Franklin Templeton Investments April 2001 - July 2007
Skills
Financial Analysis, Essbase, Business Analysis, Financial Modeling, Health Insurance, Process Improvement, Forecasting, Strategic Financial..., Hyperion Enterprise, Insurance, Business Objects, Access, Vendor Management, Financial Reporting, Budgets
Education
Santa Clara University 1992 — 1996
BS, Finance
Blue Shield CA July 2010 - Present
Blue Shield of California October 2007 - Present
Franklin Templeton Investments April 2001 - July 2007
Skills
Financial Analysis, Essbase, Business Analysis, Financial Modeling, Health Insurance, Process Improvement, Forecasting, Strategic Financial..., Hyperion Enterprise, Insurance, Business Objects, Access, Vendor Management, Financial Reporting, Budgets
Education
Santa Clara University 1992 — 1996
BS, Finance
Harprit Dhillon, FCSI, CIM's Franklin Templeton Investments Experience June 2012 - May 2014
Job Investment Professional
Industry Financial Services
Experience
Franklin Templeton Investments June 2012 - May 2014
Desjardins Financial Security September 2009 - April 2011
Fidelity Investments, Pyramis Global Advisors 2011 - 2011
Fidelity Investments September 2003 - July 2009
Sun Life Financial 2000 - 2003
Skills
Mutual Funds, Investments, Financial Services, Retirement, Wealth Management, Investment Advisory, Pensions, Portfolio Management, Strategic Financial..., Retirement Planning, Investment Management, Fixed Income, CRM, Financial Advisory, Sales Presentations, Equities, New Business Development, Investment Strategies, Business Development, Relationship Management, Securities, Public Speaking, Sales Process, Negotiation, Derivatives, Capital Markets, Problem Solving, Wealth Management..., Customer Retention, Wealth, Client Services, Banking, Retirement Services, Account Management, Account Retention, Team Leadership, Client Service, Direct Sales, Inside Sales, Pension Administration, Retail Banking, Equity Trading, Fixed Income trading, Sales Prospecting, Defined Contribution, Financial Markets, Institutional..., Sales, Asset Management
Education
Canadian Securities Institute
Seneca College of Applied Arts and Technology
Business Administration, Finance, General
Franklin Templeton Investments June 2012 - May 2014
Desjardins Financial Security September 2009 - April 2011
Fidelity Investments, Pyramis Global Advisors 2011 - 2011
Fidelity Investments September 2003 - July 2009
Sun Life Financial 2000 - 2003
Skills
Mutual Funds, Investments, Financial Services, Retirement, Wealth Management, Investment Advisory, Pensions, Portfolio Management, Strategic Financial..., Retirement Planning, Investment Management, Fixed Income, CRM, Financial Advisory, Sales Presentations, Equities, New Business Development, Investment Strategies, Business Development, Relationship Management, Securities, Public Speaking, Sales Process, Negotiation, Derivatives, Capital Markets, Problem Solving, Wealth Management..., Customer Retention, Wealth, Client Services, Banking, Retirement Services, Account Management, Account Retention, Team Leadership, Client Service, Direct Sales, Inside Sales, Pension Administration, Retail Banking, Equity Trading, Fixed Income trading, Sales Prospecting, Defined Contribution, Financial Markets, Institutional..., Sales, Asset Management
Education
Canadian Securities Institute
Seneca College of Applied Arts and Technology
Business Administration, Finance, General
Melody Vergara's Franklin Templeton Investments Experience October 2003 - February 2004
Job CPA with Public/Private Mix
Industry Accounting
Experience
Connor Group June 2012 - Present
CODEXIS, INC September 2009 - June 2012
Fluidigm Corporation February 2009 - August 2009
Project Goth, Inc (mig33) October 2008 - July 2009
Fluidigm Corporation October 2006 - October 2008
Education Finance Partners February 2006 - October 2006
DIGIDESIGN, A division May 2004 - February 2006
Digidesign March 2004 - February 2006
Franklin Templeton Investments October 2003 - February 2004
Franklin Templeton Investments September 2003 - February 2004
Skills
Financial Reporting, SOX, Accounting, Account Reconciliation, Consolidation, International Accounting, elimiations
Education
San Francisco State University, Class of 2001 1997 — 2001
Bachelor, Science Business Administration; Accounting
San Francisco State University, College of Business 1997 — 2001
Bachelor of Science, Accounting
Connor Group June 2012 - Present
CODEXIS, INC September 2009 - June 2012
Fluidigm Corporation February 2009 - August 2009
Project Goth, Inc (mig33) October 2008 - July 2009
Fluidigm Corporation October 2006 - October 2008
Education Finance Partners February 2006 - October 2006
DIGIDESIGN, A division May 2004 - February 2006
Digidesign March 2004 - February 2006
Franklin Templeton Investments October 2003 - February 2004
Franklin Templeton Investments September 2003 - February 2004
Skills
Financial Reporting, SOX, Accounting, Account Reconciliation, Consolidation, International Accounting, elimiations
Education
San Francisco State University, Class of 2001 1997 — 2001
Bachelor, Science Business Administration; Accounting
San Francisco State University, College of Business 1997 — 2001
Bachelor of Science, Accounting
Chris McCanna's Franklin Templeton Investments Experience July 1993 - November 2005
Job Instructor & Leadership Coach at Stanford Graduate School of Business
Industry Professional Training & Coaching
Experience
Stanford Graduate School of Business September 2014 - Present
Stanford Graduate School of Business November 2004 - May 2014
Franklin Templeton Investments July 1993 - November 2005
Skills
Sales, Management, Leadership, Coaching, Training, Facilitation, Leadership Development, Public Speaking, Project Planning, Workshop Facilitation, Executive Development, Social Media, Marketing, Strategic Planning, Strategy, Nonprofits, Entrepreneurship, Start-ups
Education
University of San Francisco 1999 — 2002
Master's Degree, Organizational Development
Santa Clara University 1989 — 1993
Bachelor's Degree, Communication and Media Studies
Stanford Graduate School of Business September 2014 - Present
Stanford Graduate School of Business November 2004 - May 2014
Franklin Templeton Investments July 1993 - November 2005
Skills
Sales, Management, Leadership, Coaching, Training, Facilitation, Leadership Development, Public Speaking, Project Planning, Workshop Facilitation, Executive Development, Social Media, Marketing, Strategic Planning, Strategy, Nonprofits, Entrepreneurship, Start-ups
Education
University of San Francisco 1999 — 2002
Master's Degree, Organizational Development
Santa Clara University 1989 — 1993
Bachelor's Degree, Communication and Media Studies
Anthony Delfino's Franklin Templeton Investments Experience IT ManagerFranklin Templeton, Inc.2000 - Present
Job IT Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments IT ManagerFranklin Templeton, Inc.2000 - Present
Skills
SDLC, Vendor Management, Business Intelligence, Software Project..., Cloud Computing, Virtualization, Business Analysis, Management, Data Warehousing, SaaS, Data Center, Enterprise Software, Product Management, Portfolio Management, Security, Change Management, PMO, Requirements Analysis, Requirements Gathering, IT Strategy, Time Management
Education
Santa Clara University - Leavey School of Business 1994 — 1998
Master of Business Administration (MBA), Finance, General
University of California, Davis 1988 — 1992
Managerial Economics
Franklin Templeton Investments IT ManagerFranklin Templeton, Inc.2000 - Present
Skills
SDLC, Vendor Management, Business Intelligence, Software Project..., Cloud Computing, Virtualization, Business Analysis, Management, Data Warehousing, SaaS, Data Center, Enterprise Software, Product Management, Portfolio Management, Security, Change Management, PMO, Requirements Analysis, Requirements Gathering, IT Strategy, Time Management
Education
Santa Clara University - Leavey School of Business 1994 — 1998
Master of Business Administration (MBA), Finance, General
University of California, Davis 1988 — 1992
Managerial Economics
Kristina Whaley's Franklin Templeton Investments Experience 2007 - December 2014
Job Retired Accounting Professional
Industry Financial Services
Experience
Franklin Templeton Investments 2007 - December 2014
Franklin Templeton Bank & Trust 2000 - 2004
FTB&T 2000 - 2004
Skills
Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Accounting, SEC filings, Auditing, Finance, Financial Planning, Financial Reporting, Revenue Recognition, Analysis, Financial Accounting, SEC Filings, US GAAP, Variance Analysis
Education
San Jose State University 1988 — 1990
BS, Finance / Economics
Franklin Templeton Investments 2007 - December 2014
Franklin Templeton Bank & Trust 2000 - 2004
FTB&T 2000 - 2004
Skills
Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Accounting, SEC filings, Auditing, Finance, Financial Planning, Financial Reporting, Revenue Recognition, Analysis, Financial Accounting, SEC Filings, US GAAP, Variance Analysis
Education
San Jose State University 1988 — 1990
BS, Finance / Economics
Nicole McQueen's Franklin Templeton Investments Experience 2007 - 2008
Job Director at Upside Down Frown Productions
Industry Information Technology and Services
Experience
Upside Down Frown Productions March 2010 - Present
Canada Health Infoway March 2009 - February 2010
Ontario Science Centre October 2008 - December 2008
Franklin Templeton Investments 2007 - 2008
Skills
Project Management, Program Management, Strategic Planning, Business Analysis, Vendor Management, Governance, Integration, Workshop Facilitation, Healthcare Information..., Marketing Communications, Management Consulting, Event Management, Management, Strategic Communications, Public Speaking, Strategy, Business Process..., Performance Management, Process Improvement, Internal Communications
Education
University of Ottawa 2000 — 2003
BA, Theatre
Seneca College of Applied Arts and Technology 1996 — 1998
Computer Graphics Imagery
Upside Down Frown Productions March 2010 - Present
Canada Health Infoway March 2009 - February 2010
Ontario Science Centre October 2008 - December 2008
Franklin Templeton Investments 2007 - 2008
Skills
Project Management, Program Management, Strategic Planning, Business Analysis, Vendor Management, Governance, Integration, Workshop Facilitation, Healthcare Information..., Marketing Communications, Management Consulting, Event Management, Management, Strategic Communications, Public Speaking, Strategy, Business Process..., Performance Management, Process Improvement, Internal Communications
Education
University of Ottawa 2000 — 2003
BA, Theatre
Seneca College of Applied Arts and Technology 1996 — 1998
Computer Graphics Imagery
Christine Mungy's Franklin Templeton Investments Experience Project ManagerFranklin Templeton InvestmentsSeptember 1999 - March 2001
Job IT Manager, Application Development at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments Project ManagerFranklin Templeton InvestmentsSeptember 1999 - March 2001
Mackenzie Financial 1985 - 1998
Skills
SDLC, Analysis, PMO, Business Analysis, Vendor Management, Requirements Analysis, Team Leadership, Requirements Gathering, Management, Software Project..., Change Management, IT Strategy, IT Management, Software Development
Education
Seneca College of Applied Arts and Technology
Computers, Law
York University - Schulich School of Business
Project Management
Franklin Templeton Investments Project ManagerFranklin Templeton InvestmentsSeptember 1999 - March 2001
Mackenzie Financial 1985 - 1998
Skills
SDLC, Analysis, PMO, Business Analysis, Vendor Management, Requirements Analysis, Team Leadership, Requirements Gathering, Management, Software Project..., Change Management, IT Strategy, IT Management, Software Development
Education
Seneca College of Applied Arts and Technology
Computers, Law
York University - Schulich School of Business
Project Management
Trinidad Sanchez's Franklin Templeton Investments Experience October 2013 - Present
Job Specialist at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2013 - Present
Franklin Templeton Investments January 2013 - October 2013
Franklin Templeton Investments May 2011 - January 2013
Franklin Templeton Investments October 2010 - May 2011
Sony Computer Entertainment America April 2008 - April 2009
Timberland August 2006 - April 2008
Camera Cinemas May 2003 - August 2006
Mullen & Filippi November 1999 - August 2001
Skills
Customer Service, Customer Satisfaction, Inventory Management, Accounts Payable, Quality Assurance, Management, Retail, Accounting, Business Analysis, Access, Spanish-speaking, Microsoft Office, Microsoft Excel, Mutual Funds, Transfer Agency, Investments
Education
San Jose State University 2001 — 2007
Bachelor's Degree, Business Administration and Management
Franklin Templeton Investments October 2013 - Present
Franklin Templeton Investments January 2013 - October 2013
Franklin Templeton Investments May 2011 - January 2013
Franklin Templeton Investments October 2010 - May 2011
Sony Computer Entertainment America April 2008 - April 2009
Timberland August 2006 - April 2008
Camera Cinemas May 2003 - August 2006
Mullen & Filippi November 1999 - August 2001
Skills
Customer Service, Customer Satisfaction, Inventory Management, Accounts Payable, Quality Assurance, Management, Retail, Accounting, Business Analysis, Access, Spanish-speaking, Microsoft Office, Microsoft Excel, Mutual Funds, Transfer Agency, Investments
Education
San Jose State University 2001 — 2007
Bachelor's Degree, Business Administration and Management
Susan Kwong's Franklin Templeton Investments Experience September 1992 - July 1995
Job
Industry
Bobette Delcambre's Franklin Templeton Investments Experience 1998 - August 2008
Job owner at Baubles by Babette
Industry Arts and Crafts
Experience
Baubles by Babette November 2008 - Present
Franklin Templeton Investments 1998 - August 2008
Franklin Temleton Investments 1998 - August 2008
Skills
Technical Support, Networking, Customer Service, Call Center, Microsoft Office, XP, FrontPage, Troubleshooting, Outlook, Computer Hardware, Software Documentation
Education
San Jose State University 1993 — 1996
Senior, Computer networking
Baubles by Babette November 2008 - Present
Franklin Templeton Investments 1998 - August 2008
Franklin Temleton Investments 1998 - August 2008
Skills
Technical Support, Networking, Customer Service, Call Center, Microsoft Office, XP, FrontPage, Troubleshooting, Outlook, Computer Hardware, Software Documentation
Education
San Jose State University 1993 — 1996
Senior, Computer networking
Juan Tirado MBA's Franklin Templeton Investments Experience January 1998 - January 2000
Job Sr. Director of Business Analytics and Strategy at Ariat International
Industry Consumer Goods
Experience
Ariat International June 2015 - Present
Ariat International January 2012 - Present
Ariat International April 2008 - January 2012
Ariat International January 2003 - April 2008
Ariat International January 2000 - January 2003
Franklin Templeton Investments January 1998 - January 2000
Skills
Apparel, Footwear, Merchandising, Sales, Purchasing, Trend Analysis, Global Sourcing, Forecasting, Analysis, Demand Planning, Project Planning, Supply Chain, Management, Inventory Management, Cross-functional Team..., Retail, Product Development, Strategy, Strategic Planning
Education
San Francisco State University, College of Business 2008 — 2011
MBA, Decision Sciences
University of California, Davis 1995 — 1998
BA, Economics & Intl Relations Double Major
Ariat International June 2015 - Present
Ariat International January 2012 - Present
Ariat International April 2008 - January 2012
Ariat International January 2003 - April 2008
Ariat International January 2000 - January 2003
Franklin Templeton Investments January 1998 - January 2000
Skills
Apparel, Footwear, Merchandising, Sales, Purchasing, Trend Analysis, Global Sourcing, Forecasting, Analysis, Demand Planning, Project Planning, Supply Chain, Management, Inventory Management, Cross-functional Team..., Retail, Product Development, Strategy, Strategic Planning
Education
San Francisco State University, College of Business 2008 — 2011
MBA, Decision Sciences
University of California, Davis 1995 — 1998
BA, Economics & Intl Relations Double Major
Stephanie Sahagun's Franklin Templeton Investments Experience 2006 - 2008
Job Senior Associate, Risk Assurance at PwC
Industry Management Consulting
Experience
PwC July 2013 - Present
Grant Thornton LLP September 2008 - June 2013
Franklin Templeton Investments 2006 - 2008
General Electric 1996 - 1998
Skills
Internal Audit, SOX 404, SOX Compliancy, Information System Audit, Contract Compliance..., Project Management
Education
San Francisco State University, College of Business
Bachelor of Science, Accounting
Leland High School
Leland High School
PwC July 2013 - Present
Grant Thornton LLP September 2008 - June 2013
Franklin Templeton Investments 2006 - 2008
General Electric 1996 - 1998
Skills
Internal Audit, SOX 404, SOX Compliancy, Information System Audit, Contract Compliance..., Project Management
Education
San Francisco State University, College of Business
Bachelor of Science, Accounting
Leland High School
Leland High School
Richard Rattan's Franklin Templeton Investments Experience January 2001 - January 2004
Job General Ledger Manager
Industry Computer Software
Experience
Wize Commerce October 2013 - Present
Visa February 2012 - October 2013
EFI November 2004 - June 2011
Franklin Templeton Investments January 2001 - January 2004
Franklin Templeton Investments 1998 - 2001
Hitachi Semiconductor (America) 1991 - 1998
Skills
PeopleSoft, SAP, Microsoft Office, CODA, Variance Analysis, Financial Reporting, Fixed Assets, Accounting, Account Reconciliation, Cash Flow, Internal Controls, Forecasting, Financial Statements, Budgets, Billing Systems, Depreciation
Education
San Francisco State University, College of Business
B.S., Accounting
Wize Commerce October 2013 - Present
Visa February 2012 - October 2013
EFI November 2004 - June 2011
Franklin Templeton Investments January 2001 - January 2004
Franklin Templeton Investments 1998 - 2001
Hitachi Semiconductor (America) 1991 - 1998
Skills
PeopleSoft, SAP, Microsoft Office, CODA, Variance Analysis, Financial Reporting, Fixed Assets, Accounting, Account Reconciliation, Cash Flow, Internal Controls, Forecasting, Financial Statements, Budgets, Billing Systems, Depreciation
Education
San Francisco State University, College of Business
B.S., Accounting
Brian Linde, CFA's Franklin Templeton Investments Experience April 2008 - Present
Job Vice President, Research Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2008 - Present
Franklin Templeton Investments April 2006 - April 2008
Franklin Templeton Investments July 2004 - March 2006
Firsthand Capital Management June 2002 - June 2004
Skills
Bloomberg, Trading, Valuation, Hedge Funds, Financial Analysis, Fixed Income, Mutual Funds, Portfolio Management, Economics
Education
Santa Clara University 1998 — 2002
BS, Economics
Franklin Templeton Investments April 2008 - Present
Franklin Templeton Investments April 2006 - April 2008
Franklin Templeton Investments July 2004 - March 2006
Firsthand Capital Management June 2002 - June 2004
Skills
Bloomberg, Trading, Valuation, Hedge Funds, Financial Analysis, Fixed Income, Mutual Funds, Portfolio Management, Economics
Education
Santa Clara University 1998 — 2002
BS, Economics
Gina DiSanto Sanchez's Franklin Templeton Investments Experience September 1993 - October 1995
Job Video Production, Camera Operator, and Marketing Specialist
Industry Marketing and Advertising
Experience
Marketing Visioneer January 2010 - Present
Southeast Christian Church November 2006 - Present
Coast Hills Community Church June 2000 - November 2005
Franklin Templeton Investments September 1993 - October 1995
Transvideo Studios October 1991 - December 1992
Education
Santa Clara University 1985 — 1989
BA, Communication, Video Production
Marketing Visioneer January 2010 - Present
Southeast Christian Church November 2006 - Present
Coast Hills Community Church June 2000 - November 2005
Franklin Templeton Investments September 1993 - October 1995
Transvideo Studios October 1991 - December 1992
Education
Santa Clara University 1985 — 1989
BA, Communication, Video Production
mark orsi's Franklin Templeton Investments Experience July 1990 - March 2000
Job Equity Sales at Lazard Capital Markets
Industry Investment Banking
Experience
Lazard Capital Markets March 2006 - Present
J.P. Morgan March 2000 - March 2006
Franklin Templeton Investments July 1990 - March 2000
Skills
Equity Research, Series 7, Series 63, Equities, Hedge Funds
Education
Santa Clara University
Bachelor of Science (BS), Finance, General
Lazard Capital Markets March 2006 - Present
J.P. Morgan March 2000 - March 2006
Franklin Templeton Investments July 1990 - March 2000
Skills
Equity Research, Series 7, Series 63, Equities, Hedge Funds
Education
Santa Clara University
Bachelor of Science (BS), Finance, General
Steve Loi's Franklin Templeton Investments Experience July 2012 - Present
Job Firm Marketing Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 2012 - Present
MetLife Investors December 2008 - September 2011
MetLife, Inc. December 2007 - November 2008
MetLife, Inc. September 2007 - November 2007
Lin Engineering, Inc. March 2007 - August 2007
ARI International Corporation December 2006 - February 2007
GE Wind Energy / GE Penpower October 2004 - November 2006
Skills
Investments, Portfolio Management, Asset, Automation, Insurance, Excel, Customer Relations, PowerPoint, Word, Microsoft Office, C++, Series 7, C, Market Research, Annuities, Series 63, Analysis, Problem Solving, Process Engineering, Equities, Asset Management, Retirement, Lotus Notes, Securities, Team Building
Education
San Jose State University 2007 — 2007
MS, Materials Engineering
University of California, Davis 1999 — 2003
BS, Electrical Engineering
Franklin Templeton Investments July 2012 - Present
MetLife Investors December 2008 - September 2011
MetLife, Inc. December 2007 - November 2008
MetLife, Inc. September 2007 - November 2007
Lin Engineering, Inc. March 2007 - August 2007
ARI International Corporation December 2006 - February 2007
GE Wind Energy / GE Penpower October 2004 - November 2006
Skills
Investments, Portfolio Management, Asset, Automation, Insurance, Excel, Customer Relations, PowerPoint, Word, Microsoft Office, C++, Series 7, C, Market Research, Annuities, Series 63, Analysis, Problem Solving, Process Engineering, Equities, Asset Management, Retirement, Lotus Notes, Securities, Team Building
Education
San Jose State University 2007 — 2007
MS, Materials Engineering
University of California, Davis 1999 — 2003
BS, Electrical Engineering
Bibi Azeez's Franklin Templeton Investments Experience June 1997 - Present
Job Senior Financial Systems Analyst
Industry Financial Services
Experience
Franklin Templeton Investments June 1997 - Present
Pelmar Distributing January 1990 - November 1996
Skills
SDLC, Requirements Gathering, Business Objects, Project Planning, PeopleTools, Crystal Reports, Production Support, System Administration, Systems Analysis, System Testing, End User Training, Hyperion Planning, Essbase, Hyperion Shared Services, PeopleSoft Payables, PeopleSoft Accounts..., PeopleSoft Purchasing, PeopleSoft eProcurement, PeopleSoft Project..., PeopleSoft General..., Infor Expense..., Perceptive ImageNow and...
Education
Seneca College of Applied Arts and Technology
Accounting and Finance
Franklin Templeton Investments June 1997 - Present
Pelmar Distributing January 1990 - November 1996
Skills
SDLC, Requirements Gathering, Business Objects, Project Planning, PeopleTools, Crystal Reports, Production Support, System Administration, Systems Analysis, System Testing, End User Training, Hyperion Planning, Essbase, Hyperion Shared Services, PeopleSoft Payables, PeopleSoft Accounts..., PeopleSoft Purchasing, PeopleSoft eProcurement, PeopleSoft Project..., PeopleSoft General..., Infor Expense..., Perceptive ImageNow and...
Education
Seneca College of Applied Arts and Technology
Accounting and Finance
Sam Carbonaro's Franklin Templeton Investments Experience 2000 - 2010
Job Sales Representative at Vanguard Realty Brokerage Corp.
Industry Real Estate
Experience
vanguard realty brokerage corp. July 2012 - Present
Franklin Templeton Investments 2000 - 2010
Education
Seneca College of Applied Arts and Technology
vanguard realty brokerage corp. July 2012 - Present
Franklin Templeton Investments 2000 - 2010
Education
Seneca College of Applied Arts and Technology
Chris Felchlin, CFA's Franklin Templeton Investments Experience December 2013 - Present
Job Head of Investment Platform Division at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments December 2013 - Present
Frankln Templeton Investments October 2004 - November 2013
Franklin Templeton Investments September 2002 - September 2004
Franklin Templeton Investments January 2000 - September 2002
Skills
Mutual Funds, Asset Management, Investments, Series 7
Education
Santa Clara University 1996 — 1999
Master of Business Administration (M.B.A.), Finance, General
University of California, Davis 1987 — 1992
Bachelor of Science (B.S.), Managerial Economics
Franklin Templeton Investments December 2013 - Present
Frankln Templeton Investments October 2004 - November 2013
Franklin Templeton Investments September 2002 - September 2004
Franklin Templeton Investments January 2000 - September 2002
Skills
Mutual Funds, Asset Management, Investments, Series 7
Education
Santa Clara University 1996 — 1999
Master of Business Administration (M.B.A.), Finance, General
University of California, Davis 1987 — 1992
Bachelor of Science (B.S.), Managerial Economics
Deann Broyles's Franklin Templeton Investments Experience February 1990 - January 2009
Job Business Analyst /Consultant at Aerotek
Industry Financial Services
Experience
Aerotek 2012 - Present
Aerotek May 2011 - December 2012
University of Florida April 2009 - October 2010
Franklin Templeton Investments February 1990 - January 2009
Skills
Project Management, Process Improvement, Program Management, Project Delivery, PMO, Requirements Analysis, Strategic Planning, Team Building, Business Process, SharePoint, Visio, Business Analysis, Business Process..., Management, Vendor Management, Analysis
Education
Santa Fe College
Business Administration and Management, General
Aerotek 2012 - Present
Aerotek May 2011 - December 2012
University of Florida April 2009 - October 2010
Franklin Templeton Investments February 1990 - January 2009
Skills
Project Management, Process Improvement, Program Management, Project Delivery, PMO, Requirements Analysis, Strategic Planning, Team Building, Business Process, SharePoint, Visio, Business Analysis, Business Process..., Management, Vendor Management, Analysis
Education
Santa Fe College
Business Administration and Management, General
Jeff Bushman's Franklin Templeton Investments Experience February 2005 - January 2015
Job Portfolio Operations Associate at Bingham, Osborn & Scarborough, LLC
Industry Financial Services
Experience
Bingham, Osborn & Scarborough, LLC January 2015 - Present
Franklin Templeton Investments February 2005 - January 2015
Franklin Templeton Investments November 2004 - February 2005
Franklin Templeton Investments December 2000 - November 2004
Franklin Templeton Investments June 1997 - December 2000
Skills
Separately Managed..., Portfolio Administration, Account Reconciliation, GIPS Compliance, Investment Operations, Investment Performance, Account Performance, Investment Accounting, Operations Management, Microsoft Excel, Bloomberg, Advent Axys, Security APL, Fixed Income, Financial Analysis, Financial Research, Corporate Actions, Investments, Microsoft Office, Microsoft Access, Back Office, Finance, Fund Accounting, Mutual Funds, Equities, Financial Services
Education
Santa Clara University - Leavey School of Business 1999 — 2002
Master of Business Administration (MBA), Finance, General
Santa Clara University - Leavey School of Business 1992 — 1996
Bachelor of Science (B.S.), Finance
Bingham, Osborn & Scarborough, LLC January 2015 - Present
Franklin Templeton Investments February 2005 - January 2015
Franklin Templeton Investments November 2004 - February 2005
Franklin Templeton Investments December 2000 - November 2004
Franklin Templeton Investments June 1997 - December 2000
Skills
Separately Managed..., Portfolio Administration, Account Reconciliation, GIPS Compliance, Investment Operations, Investment Performance, Account Performance, Investment Accounting, Operations Management, Microsoft Excel, Bloomberg, Advent Axys, Security APL, Fixed Income, Financial Analysis, Financial Research, Corporate Actions, Investments, Microsoft Office, Microsoft Access, Back Office, Finance, Fund Accounting, Mutual Funds, Equities, Financial Services
Education
Santa Clara University - Leavey School of Business 1999 — 2002
Master of Business Administration (MBA), Finance, General
Santa Clara University - Leavey School of Business 1992 — 1996
Bachelor of Science (B.S.), Finance
Vanguard
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments