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
Dan Saber Dan Saber's Franklin Templeton Investments Experience July 2012 - December 2013
Job Data Scientist at Coursera
Industry Internet
Experience
Coursera August 2014 - Present
Zipfian Academy May 2014 - August 2014
salesforce.com December 2013 - April 2014
Franklin Templeton Investments July 2012 - December 2013
Skills
Data Mining, Data Analysis, Quantitative Analytics, Data Science, Machine Learning, Python, Cython, SciPy, NumPy, Matplotlib, Scala, C, R, SQL, Matlab, JavaScript, Web Development, Microsoft Excel, Investment Management, Quantitative Investing, Quantitative Finance, Financial Modeling
Education
Stanford University 2013 — 2016
Graduate Certification, Data Mining, 4.0 GPA
Zipfian Academy 2014 — 2014
Data Science and Data Engineering
UCLA
B.S., Applied Mathematics and Economics, ~4.0 GPA
Coursera August 2014 - Present
Zipfian Academy May 2014 - August 2014
salesforce.com December 2013 - April 2014
Franklin Templeton Investments July 2012 - December 2013
Skills
Data Mining, Data Analysis, Quantitative Analytics, Data Science, Machine Learning, Python, Cython, SciPy, NumPy, Matplotlib, Scala, C, R, SQL, Matlab, JavaScript, Web Development, Microsoft Excel, Investment Management, Quantitative Investing, Quantitative Finance, Financial Modeling
Education
Stanford University 2013 — 2016
Graduate Certification, Data Mining, 4.0 GPA
Zipfian Academy 2014 — 2014
Data Science and Data Engineering
UCLA
B.S., Applied Mathematics and Economics, ~4.0 GPA
Nick Hemmen Nick Hemmen's Franklin Templeton Investments Experience May 2012 - August 2012
Job Account Executive at Glassdoor
Industry Financial Services
Experience
Glassdoor June 2015 - Present
Host Analytics Inc January 2015 - May 2015
Host Analytics, Inc. November 2013 - January 2015
MassMutual San Francisco June 2013 - November 2013
Target October 2012 - January 2013
Franklin Templeton Investments May 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Alupka Asset Management June 2010 - August 2010
Skills
Leadership, Analysis, Sales, Team Leadership, Fixed Annuities, Salesforce.com, Financial Analysis, Mutual Funds, Team Management, Leadership Development, Microsoft Excel, Insurance, SaaS, Customer Service, B2B, Retail
Education
Sonoma State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Major: Finance; Minor: Economics
De La Salle High School 2005 — 2009
Glassdoor June 2015 - Present
Host Analytics Inc January 2015 - May 2015
Host Analytics, Inc. November 2013 - January 2015
MassMutual San Francisco June 2013 - November 2013
Target October 2012 - January 2013
Franklin Templeton Investments May 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Alupka Asset Management June 2010 - August 2010
Skills
Leadership, Analysis, Sales, Team Leadership, Fixed Annuities, Salesforce.com, Financial Analysis, Mutual Funds, Team Management, Leadership Development, Microsoft Excel, Insurance, SaaS, Customer Service, B2B, Retail
Education
Sonoma State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Major: Finance; Minor: Economics
De La Salle High School 2005 — 2009
Christina Ryan Christina Ryan's Franklin Templeton Investments Experience March 2010 - Present
Job Associate Marketing Manager at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments March 2010 - Present
Duey Financial Group March 2009 - November 2009
Burson-Marsteller August 2008 - December 2008
ISU Group May 2007 - August 2007
YWCA of Metropolitan Dallas January 2007 - May 2007
FCE Benefit Administrators May 2005 - August 2005
Skills
Marketing, Marketing Communications, Marketing Strategy, Digital Marketing, Integrated Marketing, Financial Modeling, Strategy
Education
Southern Methodist University 2004 — 2008
B.A., Corporate Communications and Public Affairs
University of Oxford
Study Abroad, European Diplomacy
Menlo School
Franklin Templeton Investments March 2010 - Present
Duey Financial Group March 2009 - November 2009
Burson-Marsteller August 2008 - December 2008
ISU Group May 2007 - August 2007
YWCA of Metropolitan Dallas January 2007 - May 2007
FCE Benefit Administrators May 2005 - August 2005
Skills
Marketing, Marketing Communications, Marketing Strategy, Digital Marketing, Integrated Marketing, Financial Modeling, Strategy
Education
Southern Methodist University 2004 — 2008
B.A., Corporate Communications and Public Affairs
University of Oxford
Study Abroad, European Diplomacy
Menlo School
Tanya Pistillo Tanya Pistillo's Franklin Templeton Investments Experience July 2004 - February 2008
Job Owner
Industry Arts and Crafts
Experience
Self-employed October 2012 - Present
Hit Promotional Products June 2011 - October 2012
Franklin Templeton Investments July 2004 - February 2008
Skills
Woodworking, Fine Art Photography, Renovation, Interior Design, Visual Arts, Creative Writing, Motivational Speaking
Education
St. Petersburg College 2001 — 2012
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
University of Missouri - St. Louis 1996 — 1998
Bachelor of Arts (B.A.), Commercial and Advertising Art
Self-employed October 2012 - Present
Hit Promotional Products June 2011 - October 2012
Franklin Templeton Investments July 2004 - February 2008
Skills
Woodworking, Fine Art Photography, Renovation, Interior Design, Visual Arts, Creative Writing, Motivational Speaking
Education
St. Petersburg College 2001 — 2012
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
University of Missouri - St. Louis 1996 — 1998
Bachelor of Arts (B.A.), Commercial and Advertising Art
Melanie Stuber Melanie Stuber's Franklin Templeton Investments Experience February 2013 - Present
Job Business Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments February 2013 - Present
SDI Insulation May 2011 - January 2013
Social Security Administration October 2010 - December 2010
Husky Growth Fund June 2010 - December 2010
Sweet Corn January 1999 - August 2010
First Minnesota Bank August 2006 - May 2008
Skills
Customer Service, Portfolio Management, Financial Analysis, Finance, Banking, Microsoft Word, Cash Management, Microsoft Office, Organization, Budgets, Microsoft Excel, QuickBooks, Commercial Banking, Corporate Finance, Payroll, Financial Reporting, Cash Flow, Credit, Sales
Education
St. Cloud State University 2008 — 2010
Bachelor of Science, Finance
Franklin Templeton Investments February 2013 - Present
SDI Insulation May 2011 - January 2013
Social Security Administration October 2010 - December 2010
Husky Growth Fund June 2010 - December 2010
Sweet Corn January 1999 - August 2010
First Minnesota Bank August 2006 - May 2008
Skills
Customer Service, Portfolio Management, Financial Analysis, Finance, Banking, Microsoft Word, Cash Management, Microsoft Office, Organization, Budgets, Microsoft Excel, QuickBooks, Commercial Banking, Corporate Finance, Payroll, Financial Reporting, Cash Flow, Credit, Sales
Education
St. Cloud State University 2008 — 2010
Bachelor of Science, Finance
Chetan Karkhanis Chetan Karkhanis's Franklin Templeton Investments Experience June 2014 - Present
Job Franklin Templeton
Industry Financial Services
Experience
Franklin Templeton Investments June 2014 - Present
JPMorgan Asset Management March 2011 - June 2014
Moody's Corporation March 2006 - March 2011
Morgan Stanley January 2005 - March 2006
Charles Schwab Corporation June 2002 - January 2005
Robertson Stephens May 1999 - November 2001
Robertson Stephens June 1998 - May 1999
Skills
Strategic Consulting, Equity Research, Financial Modeling, Valuation, Asset Management, Asset Managment, Financial Analysis, Strategy, Mergers, Risk Management, Finance, Corporate Development, Acquisition Integration, Investments, Business Strategy, Competitive Analysis, Mergers & Acquisitions, Investment Banking, Financial Services, Due Diligence
Education
Stanford University 1994 — 1998
BA
Stanford University 1997 — 1998
MS
Jakarta International School 1987 — 1994
Franklin Templeton Investments June 2014 - Present
JPMorgan Asset Management March 2011 - June 2014
Moody's Corporation March 2006 - March 2011
Morgan Stanley January 2005 - March 2006
Charles Schwab Corporation June 2002 - January 2005
Robertson Stephens May 1999 - November 2001
Robertson Stephens June 1998 - May 1999
Skills
Strategic Consulting, Equity Research, Financial Modeling, Valuation, Asset Management, Asset Managment, Financial Analysis, Strategy, Mergers, Risk Management, Finance, Corporate Development, Acquisition Integration, Investments, Business Strategy, Competitive Analysis, Mergers & Acquisitions, Investment Banking, Financial Services, Due Diligence
Education
Stanford University 1994 — 1998
BA
Stanford University 1997 — 1998
MS
Jakarta International School 1987 — 1994
Eric Carroll Eric Carroll's Franklin Templeton Investments Experience March 2007 - June 2007
Job Annuity Sales Support Manager
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
The PenFacs Group May 2013 - May 2015
Raymond James Financial Inc. January 2013 - April 2013
Raymond James Insurance Group June 2009 - December 2012
AIG American General Financial Services March 2008 - May 2009
Carroll's Building Materials, Inc June 1999 - March 2008
Carroll's Building Material's 1999 - 2008
Franklin Templeton Investments March 2007 - June 2007
Skills
Mutual Funds, Investments, Insurance, Series 7, Building Relationships, Financial Markets, Annuities, Long-term Care, Series 24, Disability Insurance, Variable Annuities, Term Life Insurance, IRAs, Life Insurance, Long Term Care Insurance, Series 63, Retirement Planning, Wealth Management, Sales, Strategic Financial..., Underwriting, High Net Worth..., Whole Life, Retirement, Risk Management, Estate Planning
Education
University of South Florida 2005 — 2007
Bachelors, Finance and Economics
St. Petersburg College 2002 — 2005
Associates, Buisness Administration
Raymond James Financial, Inc. May 2015 - Present
The PenFacs Group May 2013 - May 2015
Raymond James Financial Inc. January 2013 - April 2013
Raymond James Insurance Group June 2009 - December 2012
AIG American General Financial Services March 2008 - May 2009
Carroll's Building Materials, Inc June 1999 - March 2008
Carroll's Building Material's 1999 - 2008
Franklin Templeton Investments March 2007 - June 2007
Skills
Mutual Funds, Investments, Insurance, Series 7, Building Relationships, Financial Markets, Annuities, Long-term Care, Series 24, Disability Insurance, Variable Annuities, Term Life Insurance, IRAs, Life Insurance, Long Term Care Insurance, Series 63, Retirement Planning, Wealth Management, Sales, Strategic Financial..., Underwriting, High Net Worth..., Whole Life, Retirement, Risk Management, Estate Planning
Education
University of South Florida 2005 — 2007
Bachelors, Finance and Economics
St. Petersburg College 2002 — 2005
Associates, Buisness Administration
Kaylynn Whiteley Kaylynn Whiteley's Franklin Templeton Investments Experience June 2014 - Present
Job Sales Territory Coordinator at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2014 - Present
Golden 1 Credit Union November 2013 - June 2014
Wells Fargo August 2011 - November 2013
Boot Barn September 2010 - August 2011
Delias May 2010 - August 2010
Skills
Organizational..., Team Leadership, Time Management, Retail, Customer Service, Merchandising, Marketing, Inventory Management, Outlook, Leadership, Microsoft Excel, PowerPoint, Data Entry, Visual Merchandising, Sales, Banking
Education
Sonoma State University 2009 — 2013
Bachelor of Science (B.S.), Business Administration with a Concentration in Marketing
Franklin Templeton Investments June 2014 - Present
Golden 1 Credit Union November 2013 - June 2014
Wells Fargo August 2011 - November 2013
Boot Barn September 2010 - August 2011
Delias May 2010 - August 2010
Skills
Organizational..., Team Leadership, Time Management, Retail, Customer Service, Merchandising, Marketing, Inventory Management, Outlook, Leadership, Microsoft Excel, PowerPoint, Data Entry, Visual Merchandising, Sales, Banking
Education
Sonoma State University 2009 — 2013
Bachelor of Science (B.S.), Business Administration with a Concentration in Marketing
Esther Singh Esther Singh's Franklin Templeton Investments Experience January 1986 - Present
Job Financial Services Professional / Global Risk Compliance
Industry Financial Services
Experience
Franklin Templeton Investments January 1986 - Present
Franklin Templeton Investments 1986 - Present
Skills
Financial Analysis, Customer Service, Microsoft Office, Investments, Risk Management, Finance, Banking, Financial Services, Business Analysis, Legal Compliance, Customer Experience, Customer Service...
Education
Skyline College 2013 — 2015
Associate's Degree, Legal Studies/ Paralegal
Skyline College 2009 — 2012
Associate's Degree, Multi-/Interdisciplinary Studies, General
Franklin Templeton Investments January 1986 - Present
Franklin Templeton Investments 1986 - Present
Skills
Financial Analysis, Customer Service, Microsoft Office, Investments, Risk Management, Finance, Banking, Financial Services, Business Analysis, Legal Compliance, Customer Experience, Customer Service...
Education
Skyline College 2013 — 2015
Associate's Degree, Legal Studies/ Paralegal
Skyline College 2009 — 2012
Associate's Degree, Multi-/Interdisciplinary Studies, General
Andrew Morse Andrew Morse's Franklin Templeton Investments Experience May 2014 - Present
Job Director, Global Advertising at Franklin Templeton Investments
Industry Marketing and Advertising
Experience
Franklin Templeton Investments May 2014 - Present
Universal McCann October 2012 - December 2013
The Integer Group September 2007 - May 2012
Fallon Worldwide July 2005 - June 2007
Andrew Morse Photography January 2002 - May 2005
MindShare 1996 - 2001
DDB Needham April 1994 - September 1996
Lord, Dentsu & Company 1989 - 1991
Skills
Digital Marketing, Advertising, Strategy, Media Planning, Global Marketing, Brand Development, Campaign Management, Integrated Marketing, International Media, New Business Development, Shopper Marketing, Analytics, Online Advertising, Marketing Research, Customer Insight, Marketing, Corporate Branding, Digital Strategy, Relationship Marketing, Mobile Devices, Brand Management, Creative Strategy, Mobile Marketing, Sponsorship, B2B, Thought Leadership, Sports Marketing, Digital Media, Social Media Marketing, Brand Architecture
Education
Skidmore College 1985 — 1988
Bachelor of Arts, English
Franklin Templeton Investments May 2014 - Present
Universal McCann October 2012 - December 2013
The Integer Group September 2007 - May 2012
Fallon Worldwide July 2005 - June 2007
Andrew Morse Photography January 2002 - May 2005
MindShare 1996 - 2001
DDB Needham April 1994 - September 1996
Lord, Dentsu & Company 1989 - 1991
Skills
Digital Marketing, Advertising, Strategy, Media Planning, Global Marketing, Brand Development, Campaign Management, Integrated Marketing, International Media, New Business Development, Shopper Marketing, Analytics, Online Advertising, Marketing Research, Customer Insight, Marketing, Corporate Branding, Digital Strategy, Relationship Marketing, Mobile Devices, Brand Management, Creative Strategy, Mobile Marketing, Sponsorship, B2B, Thought Leadership, Sports Marketing, Digital Media, Social Media Marketing, Brand Architecture
Education
Skidmore College 1985 — 1988
Bachelor of Arts, English
Shannon Kelley Shannon Kelley's Franklin Templeton Investments Experience October 2006 - April 2009
Job Accountant at McClanathan, Burg & Associates, LLC
Industry Accounting
Experience
McClanathan, Burg & Associates, LLC March 2012 - Present
Roberts, Seward, Speed & Company, P.A (formerly Suzanne C. Chandler CPA PA) May 2009 - February 2012
Franklin Templeton Investments October 2006 - April 2009
Foelgner, Ronz & Straw, CPA, PA July 2002 - July 2006
Skills
QuickBooks, General Ledger, Accounts Payable, Accounting, Account Reconciliation, Tax, Accounts Receivable, Creative Solutions, Fast-paced, Self-driven, Goal Oriented, Auditing, Multi-tasking Skills, Problem Solving, QuickBooks 2012..., Bookkeeping, Corporate Tax, Payroll, Financial Statements, Bank Reconciliation, Tax Returns, Payroll Taxes, Microsoft Excel
Education
St. Petersburg College 1998 — 2002
Associates, General Studies
McClanathan, Burg & Associates, LLC March 2012 - Present
Roberts, Seward, Speed & Company, P.A (formerly Suzanne C. Chandler CPA PA) May 2009 - February 2012
Franklin Templeton Investments October 2006 - April 2009
Foelgner, Ronz & Straw, CPA, PA July 2002 - July 2006
Skills
QuickBooks, General Ledger, Accounts Payable, Accounting, Account Reconciliation, Tax, Accounts Receivable, Creative Solutions, Fast-paced, Self-driven, Goal Oriented, Auditing, Multi-tasking Skills, Problem Solving, QuickBooks 2012..., Bookkeeping, Corporate Tax, Payroll, Financial Statements, Bank Reconciliation, Tax Returns, Payroll Taxes, Microsoft Excel
Education
St. Petersburg College 1998 — 2002
Associates, General Studies
Ryan Bettencourt Ryan Bettencourt's Franklin Templeton Investments Experience April 2015 - Present
Job Inbound Sales Supervisor at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2015 - Present
Franklin Templeton Investments January 2013 - Present
JPMorgan Chase July 2009 - December 2012
Education
Sonoma State University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Franklin Templeton Investments April 2015 - Present
Franklin Templeton Investments January 2013 - Present
JPMorgan Chase July 2009 - December 2012
Education
Sonoma State University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Pradnya Konnur Jagtiani's Franklin Templeton Investments Experience May 2007 - 2008
Job HR Business Process Manager
Industry Computer Software
Experience
Microsoft September 2015 - Present
Deloitte November 2010 - January 2015
Aon Consulting April 2009 - November 2009
Accenture May 2008 - April 2009
Franklin Templeton Investments May 2007 - 2008
University of Waterloo 2005 - 2007
Skills
Onboarding, New Hire Orientations, Job Analysis, Employment Law..., Employee Benefits, Employee Engagement, Employment Law, Employer Branding, Employee Management, Employee Orientations, Orientation Programs, Compensation Structure..., HR Reports, Employee Relations..., Global Mobility, Service Delivery Models, Service Delivery..., Talent Acquisition, Retention Strategies, Workforce Planning, Organizational..., Organizational Design, Organizational Learning, Vendor Management, Human Resources, Global HR Leadership, Talent Management, HR Consulting, Strategic HR, HR Transformation, HR Project Management, HR Software, Succession Planning, Leadership Development, Change Management, Internal Communications, Deferred Compensation, HRIS, Human Capital, Personnel Management, Performance Management, Leadership, Management, Recruiting, Consulting, Management Consulting, Training
Education
University of Waterloo 2003 — 2007
Bachelor of Arts (Honors), Communications & Human Resource Management
Seneca College of Applied Arts and Technology 2008 — 2010
Post-Graduate Certificate, Human Resource Management
Microsoft September 2015 - Present
Deloitte November 2010 - January 2015
Aon Consulting April 2009 - November 2009
Accenture May 2008 - April 2009
Franklin Templeton Investments May 2007 - 2008
University of Waterloo 2005 - 2007
Skills
Onboarding, New Hire Orientations, Job Analysis, Employment Law..., Employee Benefits, Employee Engagement, Employment Law, Employer Branding, Employee Management, Employee Orientations, Orientation Programs, Compensation Structure..., HR Reports, Employee Relations..., Global Mobility, Service Delivery Models, Service Delivery..., Talent Acquisition, Retention Strategies, Workforce Planning, Organizational..., Organizational Design, Organizational Learning, Vendor Management, Human Resources, Global HR Leadership, Talent Management, HR Consulting, Strategic HR, HR Transformation, HR Project Management, HR Software, Succession Planning, Leadership Development, Change Management, Internal Communications, Deferred Compensation, HRIS, Human Capital, Personnel Management, Performance Management, Leadership, Management, Recruiting, Consulting, Management Consulting, Training
Education
University of Waterloo 2003 — 2007
Bachelor of Arts (Honors), Communications & Human Resource Management
Seneca College of Applied Arts and Technology 2008 — 2010
Post-Graduate Certificate, Human Resource Management
Helen Park Johnson Helen Park Johnson's Franklin Templeton Investments Experience 2006 - 2012
Job Tax Manager at Sensiba San Filippo LLP
Industry Financial Services
Experience
Sensiba San Filippo LLP 2012 - Present
Franklin Templeton Investments 2006 - 2012
Franklin Templeton Investments 2000 - 2006
PricewaterhouseCoopers 1999 - 2000
Harb, Levy & Weiland LLP 1995 - 1999
PricewaterhouseCoopers 1991 - 1995
Skills
Private Equity, Accounting, Financial Modeling, Tax, Essbase, Financial Reporting, Income Tax
Education
Stanford University
BA, International Relations
Sensiba San Filippo LLP 2012 - Present
Franklin Templeton Investments 2006 - 2012
Franklin Templeton Investments 2000 - 2006
PricewaterhouseCoopers 1999 - 2000
Harb, Levy & Weiland LLP 1995 - 1999
PricewaterhouseCoopers 1991 - 1995
Skills
Private Equity, Accounting, Financial Modeling, Tax, Essbase, Financial Reporting, Income Tax
Education
Stanford University
BA, International Relations
Amy Ningen Amy Ningen's Franklin Templeton Investments Experience September 2013 - Present
Job Senior Business Analyst at Franklin Templeton Investments
Industry Program Development
Experience
Franklin Templeton Investments September 2013 - Present
Franklin Templeton Investments April 2011 - September 2013
Audubon Elementary PTA September 2010 - June 2012
R. Eliot King March 2010 - October 2010
Weight Watchers March 1999 - October 2010
Franklin Templeton Investments February 2008 - February 2009
Franklin Templeton 1998 - 1999
Colonial Investments 1996 - 1998
Education
Simmons College 1989 — 1993
B.S., Accounting, Economics
Franklin Templeton Investments September 2013 - Present
Franklin Templeton Investments April 2011 - September 2013
Audubon Elementary PTA September 2010 - June 2012
R. Eliot King March 2010 - October 2010
Weight Watchers March 1999 - October 2010
Franklin Templeton Investments February 2008 - February 2009
Franklin Templeton 1998 - 1999
Colonial Investments 1996 - 1998
Education
Simmons College 1989 — 1993
B.S., Accounting, Economics
MONIKA KATYAL MONIKA KATYAL's Franklin Templeton Investments Experience 2003 - 2004
Job Investment Banking Professional
Industry Investment Banking
Experience
INVESTORS BANK AND TRUST 2004 - 2005
County of Sacramento May 2004 - October 2004
Franklin Templeton Investments 2003 - 2004
Skills
Portfolio Management, Corporate Finance, Investment Banking, Risk Management, Bloomberg
Education
Seton Hall University 2000 — 2002
Master of Business Administration (MBA), Finance, General
The University of Hull 1997 — 2000
Bachelor of Science (BSc), Business Management
INVESTORS BANK AND TRUST 2004 - 2005
County of Sacramento May 2004 - October 2004
Franklin Templeton Investments 2003 - 2004
Skills
Portfolio Management, Corporate Finance, Investment Banking, Risk Management, Bloomberg
Education
Seton Hall University 2000 — 2002
Master of Business Administration (MBA), Finance, General
The University of Hull 1997 — 2000
Bachelor of Science (BSc), Business Management
Ryan Sung, MBA CPA's Franklin Templeton Investments Experience January 2013 - October 2014
Job Senior Analyst at AGF Management Limited
Industry Investment Management
Experience
AGF Management Limited October 2014 - Present
Franklin Templeton Investments January 2013 - October 2014
J.P. Morgan April 2010 - July 2011
BNP Paribas Investment Partners April 2008 - April 2010
KPMG August 2004 - April 2008
Military Service March 1999 - June 2001
Skills
CPA, CFA Level II Candidate, Financial Analysis, Risk Management, Internal Audit, Internal Controls, SOX, Financial Reporting, Excel, Risk, Accounting, Microsoft Office, Audit, Compliance, Microsoft Excel, Project Finance, Project Planning, Project Management, Sarbanes-Oxley Act, VBA, Business Analysis, Portfolio Management, Analysis, Valuation
Education
York University - Schulich School of Business 2011 — 2013
Master of Business Administration (M.B.A.), MBA/ CMA Combined Program
Sogang University 1995 — 1999
BBA, Accounting
AGF Management Limited October 2014 - Present
Franklin Templeton Investments January 2013 - October 2014
J.P. Morgan April 2010 - July 2011
BNP Paribas Investment Partners April 2008 - April 2010
KPMG August 2004 - April 2008
Military Service March 1999 - June 2001
Skills
CPA, CFA Level II Candidate, Financial Analysis, Risk Management, Internal Audit, Internal Controls, SOX, Financial Reporting, Excel, Risk, Accounting, Microsoft Office, Audit, Compliance, Microsoft Excel, Project Finance, Project Planning, Project Management, Sarbanes-Oxley Act, VBA, Business Analysis, Portfolio Management, Analysis, Valuation
Education
York University - Schulich School of Business 2011 — 2013
Master of Business Administration (M.B.A.), MBA/ CMA Combined Program
Sogang University 1995 — 1999
BBA, Accounting
Cheryl Arthur Cheryl Arthur's Franklin Templeton Investments Experience February 1994 - April 1998
Job Technical Analyst
Industry Financial Services
Experience
Publix Headquarters February 2015 - Present
Transamerica October 1998 - November 2010
Verizon (then GTE) April 1998 - October 1998
Franklin Templeton Investments February 1994 - April 1998
Jack Eckerd Corporation (now CVS) December 1984 - November 1993
Skills
IBM Mainframe, JCL, TSO, Control M, ISPF, IBM Utilities, Teaching, Microsoft Office, BMC KSL, SDLC, Serena Changeman, COBOL, Control-M, Visio, Quality Assurance, Testing, Endeavor, Business Analysis, CICS, Mainframe, Requirements Analysis
Education
St. Petersburg College
Bachelor of Science (B.S.), Elementary Education and Teaching
Publix Headquarters February 2015 - Present
Transamerica October 1998 - November 2010
Verizon (then GTE) April 1998 - October 1998
Franklin Templeton Investments February 1994 - April 1998
Jack Eckerd Corporation (now CVS) December 1984 - November 1993
Skills
IBM Mainframe, JCL, TSO, Control M, ISPF, IBM Utilities, Teaching, Microsoft Office, BMC KSL, SDLC, Serena Changeman, COBOL, Control-M, Visio, Quality Assurance, Testing, Endeavor, Business Analysis, CICS, Mainframe, Requirements Analysis
Education
St. Petersburg College
Bachelor of Science (B.S.), Elementary Education and Teaching
Amna Ali Khan Amna Ali Khan's Franklin Templeton Investments Experience July 2008 - April 2010
Job Associate at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein August 2013 - Present
PIMCO September 2011 - August 2013
Citi April 2010 - June 2011
Franklin Templeton Investments July 2008 - April 2010
Bloomberg LP January 2008 - July 2008
Skills
Equities, Bloomberg, Financial Modeling, Fixed Income, Investments, Economics, Asset Management, Valuation, Emerging Markets, Portfolio Management, Hedge Funds, Securities, Capital Markets, Derivatives, Investment Banking, Alternative Investments, Asset Allocation, Private Equity, Bonds, Series 7, Bloomberg Terminal, Investment Management, Mutual Funds
Education
Smith College 2004 — 2008
Bachelor's degree, Economics
AllianceBernstein August 2013 - Present
PIMCO September 2011 - August 2013
Citi April 2010 - June 2011
Franklin Templeton Investments July 2008 - April 2010
Bloomberg LP January 2008 - July 2008
Skills
Equities, Bloomberg, Financial Modeling, Fixed Income, Investments, Economics, Asset Management, Valuation, Emerging Markets, Portfolio Management, Hedge Funds, Securities, Capital Markets, Derivatives, Investment Banking, Alternative Investments, Asset Allocation, Private Equity, Bonds, Series 7, Bloomberg Terminal, Investment Management, Mutual Funds
Education
Smith College 2004 — 2008
Bachelor's degree, Economics
Kyle Crystal Kyle Crystal's Franklin Templeton Investments Experience March 2013 - August 2013
Job Web Developer at DentsuBos
Industry Information Technology and Services
Experience
DentsuBos October 2013 - Present
Spinrite LP August 2013 - September 2013
Franklin Templeton Investments March 2013 - August 2013
Resolve collaboration Services 2010 - 2013
Mitsubishi Electric, Japan 2009 - 2010
Skills
Web Development, Custom CMS Development, Content Management, User Experience, WordPress, Drupal, MovableType, CSS3, CSS, HTML 5, HTML, XHTML, JavaScript, PHP, SQL, XML, XSLT, Software Development, .NET, C, C#, Java, Visual Basic, Multimedia, Webinar Development, Webcasting, Webinar Management, Video Conferencing, Networking, Front-end, Ubuntu
Education
Sheridan College 2006 — 2009
Diploma, Computer Programming
DentsuBos October 2013 - Present
Spinrite LP August 2013 - September 2013
Franklin Templeton Investments March 2013 - August 2013
Resolve collaboration Services 2010 - 2013
Mitsubishi Electric, Japan 2009 - 2010
Skills
Web Development, Custom CMS Development, Content Management, User Experience, WordPress, Drupal, MovableType, CSS3, CSS, HTML 5, HTML, XHTML, JavaScript, PHP, SQL, XML, XSLT, Software Development, .NET, C, C#, Java, Visual Basic, Multimedia, Webinar Development, Webcasting, Webinar Management, Video Conferencing, Networking, Front-end, Ubuntu
Education
Sheridan College 2006 — 2009
Diploma, Computer Programming
Randy Barrett Randy Barrett's Franklin Templeton Investments Experience January 2002 - January 2004
Job Need talent? Recruiter who delivers top talent to companies for 8 years at Reasonable rates
Industry Staffing and Recruiting
Experience
Staffix Professional Staffing February 2015 - Present
Advisorassistant.ca 2010 - Present
Eroc Professional Recruitment May 2013 - January 2014
Elby Professional Recruitment May 2010 - May 2013
Desjardins Financial Security 2008 - May 2010
Excel Funds Management Inc. 2006 - 2008
Sentry Select Capital Corp. 2004 - 2006
Franklin Templeton Investments January 2002 - January 2004
Investment Planning Counsel 2000 - 2002
Skills
Recruiting, Talent Acquisition, Leadership, Executive Search, Talent Management, Financial Services, Investments, Human Resources, Insurance, Sales, Hiring, Wealth Management, Technical Recruiting, Building Relationships, New Business Development, Banking, Team Building, Sales Management, Portfolio Management, Accounting, Contract Recruitment, Coaching, Financial Planning, Sourcing, Social Media, Investment Advisory, Risk Management, Recruitment Advertising, Investment Strategies, College Recruiting, Social Networking, Succession Planning, Asset Management, Investment Banking, Sales Recruitment, Employee Hiring, Financial Markets, Sales Trainings, Recruitment/Retention, Headhunting, Head Hunter, Toronto, Ontario, Full-cycle Recruiting, Job Search, Job Search Strategies, Credit Unions, Partner Recruitment, Financial Services..., Resume Writing
Education
Sheridan College 1993 — 1996
Business Administration- Finance Diploma, David Campus
High School 1988 — 1992
Staffix Professional Staffing February 2015 - Present
Advisorassistant.ca 2010 - Present
Eroc Professional Recruitment May 2013 - January 2014
Elby Professional Recruitment May 2010 - May 2013
Desjardins Financial Security 2008 - May 2010
Excel Funds Management Inc. 2006 - 2008
Sentry Select Capital Corp. 2004 - 2006
Franklin Templeton Investments January 2002 - January 2004
Investment Planning Counsel 2000 - 2002
Skills
Recruiting, Talent Acquisition, Leadership, Executive Search, Talent Management, Financial Services, Investments, Human Resources, Insurance, Sales, Hiring, Wealth Management, Technical Recruiting, Building Relationships, New Business Development, Banking, Team Building, Sales Management, Portfolio Management, Accounting, Contract Recruitment, Coaching, Financial Planning, Sourcing, Social Media, Investment Advisory, Risk Management, Recruitment Advertising, Investment Strategies, College Recruiting, Social Networking, Succession Planning, Asset Management, Investment Banking, Sales Recruitment, Employee Hiring, Financial Markets, Sales Trainings, Recruitment/Retention, Headhunting, Head Hunter, Toronto, Ontario, Full-cycle Recruiting, Job Search, Job Search Strategies, Credit Unions, Partner Recruitment, Financial Services..., Resume Writing
Education
Sheridan College 1993 — 1996
Business Administration- Finance Diploma, David Campus
High School 1988 — 1992
Gopinathreddy Bontha Gopinathreddy Bontha's Franklin Templeton Investments Experience February 2004 - August 2007
Job IT Professional
Industry Information Technology and Services
Experience
Franklin Templeton Investments February 2004 - August 2007
Skills
Quality Center, Test Management, LoadRunner, SoapUI, C++, Java, QTP, Agile Methodologies, Requirements Analysis, SOA, Regression Testing, Software Project..., Weblogic, Oracle, Performance Testing, Unix, Data Warehousing, ClearQuest, Test Strategy, JIRA, DB2, Requirements Gathering, Scrum, Web Services, Selenium, Business Intelligence, Visio, XML, Solaris, Data Migration, WinRunner, Spring, Test Automation, Test Planning, System Testing, Websphere, Defect Tracking, Testing, Microstrategy, Cognos ReportNet, Project Management, Software Development, Microsoft SQL Server, Performance Tuning, Linux, JBoss Application Server, Agile Project Management, Informatica, User Acceptance Testing, Quality Assurance
Education
Sri Krishnadevaraya University 1999 — 2001
Master's Degree, Computer Science
CVLNR Degree College,Anantapur 1995 — 1998
B.Sc, Computer Science, Mathematics, Physics
Govt Junior College,Anantapur 1992 — 1994
IVC, Computer Science
VKHS School
Franklin Templeton Investments February 2004 - August 2007
Skills
Quality Center, Test Management, LoadRunner, SoapUI, C++, Java, QTP, Agile Methodologies, Requirements Analysis, SOA, Regression Testing, Software Project..., Weblogic, Oracle, Performance Testing, Unix, Data Warehousing, ClearQuest, Test Strategy, JIRA, DB2, Requirements Gathering, Scrum, Web Services, Selenium, Business Intelligence, Visio, XML, Solaris, Data Migration, WinRunner, Spring, Test Automation, Test Planning, System Testing, Websphere, Defect Tracking, Testing, Microstrategy, Cognos ReportNet, Project Management, Software Development, Microsoft SQL Server, Performance Tuning, Linux, JBoss Application Server, Agile Project Management, Informatica, User Acceptance Testing, Quality Assurance
Education
Sri Krishnadevaraya University 1999 — 2001
Master's Degree, Computer Science
CVLNR Degree College,Anantapur 1995 — 1998
B.Sc, Computer Science, Mathematics, Physics
Govt Junior College,Anantapur 1992 — 1994
IVC, Computer Science
VKHS School
Michelle Bithorn Michelle Bithorn's Franklin Templeton Investments Experience April 2012 - November 2013
Job Sr. Business Contract Analyst at Citi
Industry Financial Services
Experience
Citi February 2014 - Present
Franklin Templeton Investments April 2012 - November 2013
Catalina Marketing October 2007 - September 2011
Skills
Proficient in MS Excel..., Typing skills of 35-45..., Expierenced in GAAP,..., Contract Administration, Accounts Payable, Accounts Receivable, Events Coordination, Forensic Accounting, Sr. Administrative..., Reconciliation of..., Payroll, Financial Reporting, Statistical Reporting, Human Resources, Proofreading, Internal & External..., Customer Service, Sales
Education
St. Petersburg College 2005 — 2007
Citi February 2014 - Present
Franklin Templeton Investments April 2012 - November 2013
Catalina Marketing October 2007 - September 2011
Skills
Proficient in MS Excel..., Typing skills of 35-45..., Expierenced in GAAP,..., Contract Administration, Accounts Payable, Accounts Receivable, Events Coordination, Forensic Accounting, Sr. Administrative..., Reconciliation of..., Payroll, Financial Reporting, Statistical Reporting, Human Resources, Proofreading, Internal & External..., Customer Service, Sales
Education
St. Petersburg College 2005 — 2007
Jessica Arbogast Jessica Arbogast's Franklin Templeton Investments Experience March 2007 - August 2015
Job Paralegal III at Blackhawk Network
Industry Financial Services
Experience
Blackhawk Network August 2015 - Present
Franklin Templeton Investments March 2007 - August 2015
Skills
Securities, Legal Research, Corporate Law, Legal Writing, Corporate Governance, Mutual Funds, Due Diligence, Securities Regulation, Hedge Funds, Document Review, Financial Services, Risk Management
Education
Skyline College 2009 — 2010
Paralegal Certificate, Banking, Corporate, Finance, and Securities Law
Blackhawk Network August 2015 - Present
Franklin Templeton Investments March 2007 - August 2015
Skills
Securities, Legal Research, Corporate Law, Legal Writing, Corporate Governance, Mutual Funds, Due Diligence, Securities Regulation, Hedge Funds, Document Review, Financial Services, Risk Management
Education
Skyline College 2009 — 2010
Paralegal Certificate, Banking, Corporate, Finance, and Securities Law
Greg Dumont's Franklin Templeton Investments Experience May 2002 - February 2003
Job Director Service Delivery at Nielsen
Industry Market Research
Experience
Nielsen April 2013 - Present
Nielsen April 2012 - Present
The Nielsen Company November 2009 - March 2012
The Nielsen Company January 2007 - June 2010
The Nielsen Company July 2004 - December 2006
The Nielsen Company February 2003 - June 2004
Franklin Templeton Investments May 2002 - February 2003
Halex Technology Solutions 2000 - 2001
Woodbine Entertainment Group September 1998 - August 2000
Skills
Analytics, Data Analysis, Marketing Research, Customer Insight, Nielsen, Segmentation, Market Research, SDLC, Business Intelligence, Business Analysis, Quantitative Research, Project Management, Product Management, Agile Methodologies, Consumer Behaviour, Data Warehousing, Competitive Analysis, Competitive Intelligence, Process Improvement, Market Analysis, Business Process..., XML, FMCG, Leadership, Brand Equity, Cross-functional Team..., SAS, Consumer Insight, Project Portfolio..., Software Project..., Business Analytics, Product Development, Integration, Visio, Program Management, Analysis, Web Analytics, SQL, Advertising Research, Management, Technology, People Skills, Shopper Marketing, Homescan, CRM, Vendor Management
Education
Trebas Institute of Technology 1997 — 1998
Multimedia, Web, CD Rom Authoring, Graphics, 3D design, Video and Sound editing
Sheridan College 1994 — 1996
Business, Marketing, HR, finance, Economics, Multimedia
Nielsen April 2013 - Present
Nielsen April 2012 - Present
The Nielsen Company November 2009 - March 2012
The Nielsen Company January 2007 - June 2010
The Nielsen Company July 2004 - December 2006
The Nielsen Company February 2003 - June 2004
Franklin Templeton Investments May 2002 - February 2003
Halex Technology Solutions 2000 - 2001
Woodbine Entertainment Group September 1998 - August 2000
Skills
Analytics, Data Analysis, Marketing Research, Customer Insight, Nielsen, Segmentation, Market Research, SDLC, Business Intelligence, Business Analysis, Quantitative Research, Project Management, Product Management, Agile Methodologies, Consumer Behaviour, Data Warehousing, Competitive Analysis, Competitive Intelligence, Process Improvement, Market Analysis, Business Process..., XML, FMCG, Leadership, Brand Equity, Cross-functional Team..., SAS, Consumer Insight, Project Portfolio..., Software Project..., Business Analytics, Product Development, Integration, Visio, Program Management, Analysis, Web Analytics, SQL, Advertising Research, Management, Technology, People Skills, Shopper Marketing, Homescan, CRM, Vendor Management
Education
Trebas Institute of Technology 1997 — 1998
Multimedia, Web, CD Rom Authoring, Graphics, 3D design, Video and Sound editing
Sheridan College 1994 — 1996
Business, Marketing, HR, finance, Economics, Multimedia
Peter Z. Hofstra Peter Z. Hofstra's Franklin Templeton Investments Experience January 2014 - Present
Job Advisor Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments January 2014 - Present
Franklin Templeton Investments October 2012 - January 2014
Franklin Templeton Investments June 2011 - October 2012
NEP National October 2010 - December 2010
Skills
Mutual Funds, Equities, Investments, Fixed Income, Asset Managment, Asset Allocation, Securities, Financial Services, Asset Management, Alternative Investments, Retirement, Portfolio Management
Education
St. Petersburg College
B.A., Business Management & Organizational Leadership
Franklin Templeton Investments January 2014 - Present
Franklin Templeton Investments October 2012 - January 2014
Franklin Templeton Investments June 2011 - October 2012
NEP National October 2010 - December 2010
Skills
Mutual Funds, Equities, Investments, Fixed Income, Asset Managment, Asset Allocation, Securities, Financial Services, Asset Management, Alternative Investments, Retirement, Portfolio Management
Education
St. Petersburg College
B.A., Business Management & Organizational Leadership
Alex Salas Alex Salas's Franklin Templeton Investments Experience August 2004 - October 2005
Job IT Senior Manager at Price Waterhouse Coopers
Industry Information Technology and Services
Experience
Price Waterhouse Coopers September 2010 - Present
PricewaterhouseCoopers July 2009 - September 2010
HSBC March 2008 - July 2009
HSBC October 2005 - March 2008
Franklin Templeton Investments August 2004 - October 2005
Franklin Templeton Investments August 2003 - October 2004
Capital One 2001 - 2003
Capital One August 1998 - August 2001
Skills
Team Leadership, Business Analysis, Leadership, Process Improvement, Program Management, Quality Assurance, SDLC, Testing, Business Process, Project Management, Requirements Gathering, PMO, Quality Center, Requirements Analysis, Software Project..., Project Portfolio..., Software Quality..., IT Strategy, Project Delivery, Vendor Management, Risk Management, Test Management, Business Intelligence, Waterfall, Business Requirements, Release Management, Information Technology, Strategy, Systems Analysis, Cross-functional Team..., Resource Management, Portfolio Management, PMP, Agile Methodologies, Business Process..., System Testing, Integration, Management, Governance, Performance Analysis, Budget Management, IT Management, Outsourcing, Analysis, Visio, Software Documentation, Change Management
Education
Hillsborough Community College 2000 — 2003
AS, Computer Information Systems - Analysis
St. Petersburg College
BS, Management Information Systems
Price Waterhouse Coopers September 2010 - Present
PricewaterhouseCoopers July 2009 - September 2010
HSBC March 2008 - July 2009
HSBC October 2005 - March 2008
Franklin Templeton Investments August 2004 - October 2005
Franklin Templeton Investments August 2003 - October 2004
Capital One 2001 - 2003
Capital One August 1998 - August 2001
Skills
Team Leadership, Business Analysis, Leadership, Process Improvement, Program Management, Quality Assurance, SDLC, Testing, Business Process, Project Management, Requirements Gathering, PMO, Quality Center, Requirements Analysis, Software Project..., Project Portfolio..., Software Quality..., IT Strategy, Project Delivery, Vendor Management, Risk Management, Test Management, Business Intelligence, Waterfall, Business Requirements, Release Management, Information Technology, Strategy, Systems Analysis, Cross-functional Team..., Resource Management, Portfolio Management, PMP, Agile Methodologies, Business Process..., System Testing, Integration, Management, Governance, Performance Analysis, Budget Management, IT Management, Outsourcing, Analysis, Visio, Software Documentation, Change Management
Education
Hillsborough Community College 2000 — 2003
AS, Computer Information Systems - Analysis
St. Petersburg College
BS, Management Information Systems
Sean Tarte, CFA, FRM Sean Tarte, CFA, FRM's Franklin Templeton Investments Experience May 2008 - October 2012
Job Director, Finance Systems Development at MUFG Union Bank
Industry Financial Services
Experience
MUFG Union Bank December 2014 - Present
CalPERS October 2012 - November 2014
Franklin Templeton Investments May 2008 - October 2012
Franklin Templeton Investments August 2005 - April 2008
Franklin Templeton Investments June 2002 - August 2005
Franklin Templeton Investments June 2000 - June 2002
Franklin Templeton Investments June 1998 - June 2000
Franklin Templeton Investments October 1997 - June 1998
Franklin Templeton Investments October 1996 - October 1997
Skills
Risk Management, SDLC, Portfolio Management, Equities, Process Improvement, Project Management, PMO, Corporate Finance, Business Process, Financial Risk, Finance, Management, Asset Managment, Fixed Income, Bloomberg, Strategic Planning, Hedge Funds, Alternative Investments, Investment Management, Mutual Funds, Derivatives, Asset Allocation, Asset Management
Education
University of Central Florida 1995 — 1996
Master of Business Administration (MBA), Finance
University of Central Florida 1991 — 1994
Bachelor of Science (BSc), Finance
University of Tampa 1999 — 1999
Graduate Certificate, Information Systems Management
St. Petersburg College 2000 — 2001
Information Technology
MUFG Union Bank December 2014 - Present
CalPERS October 2012 - November 2014
Franklin Templeton Investments May 2008 - October 2012
Franklin Templeton Investments August 2005 - April 2008
Franklin Templeton Investments June 2002 - August 2005
Franklin Templeton Investments June 2000 - June 2002
Franklin Templeton Investments June 1998 - June 2000
Franklin Templeton Investments October 1997 - June 1998
Franklin Templeton Investments October 1996 - October 1997
Skills
Risk Management, SDLC, Portfolio Management, Equities, Process Improvement, Project Management, PMO, Corporate Finance, Business Process, Financial Risk, Finance, Management, Asset Managment, Fixed Income, Bloomberg, Strategic Planning, Hedge Funds, Alternative Investments, Investment Management, Mutual Funds, Derivatives, Asset Allocation, Asset Management
Education
University of Central Florida 1995 — 1996
Master of Business Administration (MBA), Finance
University of Central Florida 1991 — 1994
Bachelor of Science (BSc), Finance
University of Tampa 1999 — 1999
Graduate Certificate, Information Systems Management
St. Petersburg College 2000 — 2001
Information Technology
Shannon Brooks Shannon Brooks's Franklin Templeton Investments Experience September 1999 - March 2005
Job National Director
Industry Fund-Raising
Experience
Super Fan Sports Fundraising LLC June 2014 - Present
Dixie Hollins High School July 2012 - Present
BRAX Fundraising March 2005 - May 2014
Franklin Templeton Investments September 1999 - March 2005
Skills
Fundraising, Coaching, Strategic Planning, Program Management, Athletics, Nonprofits, Public Speaking, New Business Development, Sales Management, Teaching, Football, Account Management, Microsoft Word, PowerPoint, Microsoft Excel, Leadership Development, Marketing, Team Building, Sports Management, Sports, Athletic Administration, Educational Fundraising
Education
St. Petersburg College
Super Fan Sports Fundraising LLC June 2014 - Present
Dixie Hollins High School July 2012 - Present
BRAX Fundraising March 2005 - May 2014
Franklin Templeton Investments September 1999 - March 2005
Skills
Fundraising, Coaching, Strategic Planning, Program Management, Athletics, Nonprofits, Public Speaking, New Business Development, Sales Management, Teaching, Football, Account Management, Microsoft Word, PowerPoint, Microsoft Excel, Leadership Development, Marketing, Team Building, Sports Management, Sports, Athletic Administration, Educational Fundraising
Education
St. Petersburg College
David A. Loobey David A. Loobey's Franklin Templeton Investments Experience September 1998 - December 2003
Job Sales Development at Equilar, Inc
Industry Information Technology and Services
Experience
Equilar, Inc. August 2015 - Present
ATEL Securities Corporation October 2011 - February 2015
HighMark Capital Management March 2010 - May 2011
Kelmoore Investment Company March 2004 - March 2008
Franklin Templeton Investments September 1998 - December 2003
Skills
Licensing, Sales Operations, Disability Insurance, Investments, Series 7, Business Development, Alternative Investments, Sales Management..., Start-ups, Sales Management, Mutual Funds, Management, Fixed Income, Portfolio Management, Securities, Finance, Selling, Asset Allocation, Due Diligence, Series 63, District Sales..., Sales, Venture Capital, Entrepreneurship, Asset Management, Marketing, Investment Management, Salesforce.com
Education
Skyline College
Equilar, Inc. August 2015 - Present
ATEL Securities Corporation October 2011 - February 2015
HighMark Capital Management March 2010 - May 2011
Kelmoore Investment Company March 2004 - March 2008
Franklin Templeton Investments September 1998 - December 2003
Skills
Licensing, Sales Operations, Disability Insurance, Investments, Series 7, Business Development, Alternative Investments, Sales Management..., Start-ups, Sales Management, Mutual Funds, Management, Fixed Income, Portfolio Management, Securities, Finance, Selling, Asset Allocation, Due Diligence, Series 63, District Sales..., Sales, Venture Capital, Entrepreneurship, Asset Management, Marketing, Investment Management, Salesforce.com
Education
Skyline College
Nadia Fera Nadia Fera's Franklin Templeton Investments Experience December 2010 - Present
Job VP, Investor & Dealer Services, Shared Services at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2010 - Present
Franklin Templeton Investments January 2007 - December 2010
Franklin Templeton Investments January 2005 - January 2007
Franklin Templeton Investments April 2003 - January 2005
Franklin Templeton Investments November 1997 - April 2003
Franklin Templeton Investments June 1992 - November 1997
Skills
Business Analysis, Project Delivery, PMO, Requirements Gathering, Project Management, SDLC, PMP, Change Management, Risk Management, Business Process..., Business Requirements, Six Sigma, Continuous Improvement, Business Process..., Business Planning, Business Resilience, Business Continuity, Strategic Planning, Privacy Compliance, Trade Compliance, Performance Metrics, Strategic Financial..., Production Support
Education
York University - Schulich School of Business 2003 — 2003
Masters Certificate in Project Management, Project Management
Seneca College of Applied Arts and Technology 1990 — 1992
Business & Government Administration, Finance
Franklin Templeton Investments December 2010 - Present
Franklin Templeton Investments January 2007 - December 2010
Franklin Templeton Investments January 2005 - January 2007
Franklin Templeton Investments April 2003 - January 2005
Franklin Templeton Investments November 1997 - April 2003
Franklin Templeton Investments June 1992 - November 1997
Skills
Business Analysis, Project Delivery, PMO, Requirements Gathering, Project Management, SDLC, PMP, Change Management, Risk Management, Business Process..., Business Requirements, Six Sigma, Continuous Improvement, Business Process..., Business Planning, Business Resilience, Business Continuity, Strategic Planning, Privacy Compliance, Trade Compliance, Performance Metrics, Strategic Financial..., Production Support
Education
York University - Schulich School of Business 2003 — 2003
Masters Certificate in Project Management, Project Management
Seneca College of Applied Arts and Technology 1990 — 1992
Business & Government Administration, Finance
Matthew Longacre's Franklin Templeton Investments Experience July 2013 - Present
Job Customer service and marketing
Industry Marketing and Advertising
Experience
Franklin Templeton Investments July 2013 - Present
H2 Ozone February 2011 - May 2012
ISB Solutions June 2010 - February 2011
Texas Cattle Company July 2007 - October 2010
Bennigans June 2005 - July 2007
Sam Seltzer's Steakhouse October 2003 - May 2005
Celebration Station June 1997 - August 2003
Skills
New Business Development, Marketing Strategy, Entrepreneurship, Sales, Customer Service, Management, Social Media Marketing, Training
Education
University of South Florida - College of Business Administration 2008 — 2011
B.S., Economics, Management
St. Petersburg College 2006 — 2008
Associate of Arts (AA), Business Administration, Management and Operations
Franklin Templeton Investments July 2013 - Present
H2 Ozone February 2011 - May 2012
ISB Solutions June 2010 - February 2011
Texas Cattle Company July 2007 - October 2010
Bennigans June 2005 - July 2007
Sam Seltzer's Steakhouse October 2003 - May 2005
Celebration Station June 1997 - August 2003
Skills
New Business Development, Marketing Strategy, Entrepreneurship, Sales, Customer Service, Management, Social Media Marketing, Training
Education
University of South Florida - College of Business Administration 2008 — 2011
B.S., Economics, Management
St. Petersburg College 2006 — 2008
Associate of Arts (AA), Business Administration, Management and Operations
Lee Yakiwchuk Lee Yakiwchuk's Franklin Templeton Investments Experience July 2006 - March 2010
Job IT Business Systems Design & Implementation
Industry Telecommunications
Experience
Shaw Business November 2012 - Present
Enmax Envision March 2010 - November 2012
Franklin Templeton Investments July 2006 - March 2010
RepeatSeat Ltd. June 2004 - July 2006
Shaw Communications April 2001 - June 2004
Skills
Windows Server 2003, Backup Exec, Cisco IOS, Switches, DNS, Cisco, DHCP, Active Directory, Servers, Network Administration, WAN, Operating Systems, Troubleshooting, Visio, Windows, SNMP, Microsoft Office, SMTP, VMware, TCP/IP, System Administration, Windows Server 2008, Windows Server, Business Analysis, Requirements Analysis, Storage Area Networks, Requirements Gathering, Microsoft Exchange, Cisco Technologies, Technical Support, Software Documentation, Juniper, IIS, SharePoint, Networking, Linux, Solaris, Cisco Routers, Computer Hardware
Education
Southern Alberta Institute of Technology 2006 — 2009
Bachelor of Applied Information Systems, Network Management Major (Honours)
Southern Alberta Institute of Technology 1998 — 2000
Diploma, Computer Engineering Technologist
The University of Calgary 1995 — 1998
General Studies
Shaw Business November 2012 - Present
Enmax Envision March 2010 - November 2012
Franklin Templeton Investments July 2006 - March 2010
RepeatSeat Ltd. June 2004 - July 2006
Shaw Communications April 2001 - June 2004
Skills
Windows Server 2003, Backup Exec, Cisco IOS, Switches, DNS, Cisco, DHCP, Active Directory, Servers, Network Administration, WAN, Operating Systems, Troubleshooting, Visio, Windows, SNMP, Microsoft Office, SMTP, VMware, TCP/IP, System Administration, Windows Server 2008, Windows Server, Business Analysis, Requirements Analysis, Storage Area Networks, Requirements Gathering, Microsoft Exchange, Cisco Technologies, Technical Support, Software Documentation, Juniper, IIS, SharePoint, Networking, Linux, Solaris, Cisco Routers, Computer Hardware
Education
Southern Alberta Institute of Technology 2006 — 2009
Bachelor of Applied Information Systems, Network Management Major (Honours)
Southern Alberta Institute of Technology 1998 — 2000
Diploma, Computer Engineering Technologist
The University of Calgary 1995 — 1998
General Studies
Marshall Snook Marshall Snook's Franklin Templeton Investments Experience June 2013 - August 2013
Job Investment Banking Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Franklin Templeton Investments June 2013 - August 2013
Menlo Equities June 2012 - August 2012
Skills
Microsoft Excel, SharePoint, Microsoft Access, Financial Accounting, Management Accounting, Microsoft Word, Finance, Financial Analysis, Analysis, Economics, Access, Risk Management, Corporate Finance, Financial Modeling, Financial Reporting, Data Analysis
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Crystal Springs Uplands School 2004 — 2011
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Franklin Templeton Investments June 2013 - August 2013
Menlo Equities June 2012 - August 2012
Skills
Microsoft Excel, SharePoint, Microsoft Access, Financial Accounting, Management Accounting, Microsoft Word, Finance, Financial Analysis, Analysis, Economics, Access, Risk Management, Corporate Finance, Financial Modeling, Financial Reporting, Data Analysis
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Crystal Springs Uplands School 2004 — 2011
Ben Temple Ben Temple's Franklin Templeton Investments Experience November 2009 - Present
Job Executive Writer at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments November 2009 - Present
Franklin Templeton Investments April 2004 - January 2010
Prudential Financial June 2001 - March 2003
GoCargo.com January 2000 - March 2001
Prudential Investments September 1997 - January 2000
Skills
Strategy, Mutual Funds, Strategic Communications, Investments, Marketing, Leadership, Presentation Development, Team Building, Internal Communications, Relationship Management, Marketing Strategy, Series 7, Asset Managment, Investment Strategies, Executive-level..., International Sales, Series 63, Financial Services, Portfolio Management, Program Management, Speech Writing, Retail Sales, Alternative Investments, Mergers & Acquisitions, ETFs, Trend Analysis
Education
Seton Hall University 1991 — 1995
BA, Communications Major; English Minor
Franklin Templeton Investments November 2009 - Present
Franklin Templeton Investments April 2004 - January 2010
Prudential Financial June 2001 - March 2003
GoCargo.com January 2000 - March 2001
Prudential Investments September 1997 - January 2000
Skills
Strategy, Mutual Funds, Strategic Communications, Investments, Marketing, Leadership, Presentation Development, Team Building, Internal Communications, Relationship Management, Marketing Strategy, Series 7, Asset Managment, Investment Strategies, Executive-level..., International Sales, Series 63, Financial Services, Portfolio Management, Program Management, Speech Writing, Retail Sales, Alternative Investments, Mergers & Acquisitions, ETFs, Trend Analysis
Education
Seton Hall University 1991 — 1995
BA, Communications Major; English Minor
Matt Calvi's Franklin Templeton Investments Experience May 2012 - August 2012
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2014 - Present
Woodside Capital Partners November 2013 - February 2014
Franklin Templeton Investments May 2012 - August 2012
Esperanza Juvenil May 2007 - August 2008
Skills
Microsoft Office, Financial Analysis, Data Analysis, Financial Modeling, Critical Thinking, Public Speaking, Valuation, Research, Spanish, Marketing Strategy, Analysis, Due Diligence, Investment Banking
Education
Washington University in St. Louis - Olin Business School 2009 — 2013
BSBA, Finance and International Business
Singapore Management University 2012 — 2012
Semester Abroad
Menlo School
Wells Fargo Securities March 2014 - Present
Woodside Capital Partners November 2013 - February 2014
Franklin Templeton Investments May 2012 - August 2012
Esperanza Juvenil May 2007 - August 2008
Skills
Microsoft Office, Financial Analysis, Data Analysis, Financial Modeling, Critical Thinking, Public Speaking, Valuation, Research, Spanish, Marketing Strategy, Analysis, Due Diligence, Investment Banking
Education
Washington University in St. Louis - Olin Business School 2009 — 2013
BSBA, Finance and International Business
Singapore Management University 2012 — 2012
Semester Abroad
Menlo School
Rachel S Moore Rachel S Moore's Franklin Templeton Investments Experience April 2007 - October 2008
Job Retired
Industry Information Technology and Services
Experience
Franklin Templeton Investments April 2007 - October 2008
ADT Security Services June 2004 - October 2006
Health Systems Management Network March 2003 - June 2004
Anchor Computer May 2001 - November 2002
Allen Systems Group, Inc. April 1992 - January 2001
Security Pacific National Bank 1975 - 1992
Skills
Management, Access, Software Documentation, Customer Service, Human Resources, Marketing, Outlook, Databases, Administrative..., Program Management, Strategic Planning, Business Analysis, Business Intelligence, Integration
Education
Southern Illinois University, Carbondale 1965 — 1970
Bachelor Science, Business Education
Sullivan High School 1961 — 1965
High School
Phillip Rogers Elementary & Sullivan High School
Phillip Rogers Elementary & Sullivan High School
Phillip Rogers Elementary & Sullivan High School
Phillip Rogers Elementary & Sullivan High School
Franklin Templeton Investments April 2007 - October 2008
ADT Security Services June 2004 - October 2006
Health Systems Management Network March 2003 - June 2004
Anchor Computer May 2001 - November 2002
Allen Systems Group, Inc. April 1992 - January 2001
Security Pacific National Bank 1975 - 1992
Skills
Management, Access, Software Documentation, Customer Service, Human Resources, Marketing, Outlook, Databases, Administrative..., Program Management, Strategic Planning, Business Analysis, Business Intelligence, Integration
Education
Southern Illinois University, Carbondale 1965 — 1970
Bachelor Science, Business Education
Sullivan High School 1961 — 1965
High School
Phillip Rogers Elementary & Sullivan High School
Phillip Rogers Elementary & Sullivan High School
Phillip Rogers Elementary & Sullivan High School
Phillip Rogers Elementary & Sullivan High School
Elinor Gale Elinor Gale's Franklin Templeton Investments Experience August 2000 - February 2009
Job Freelance Writer Available
Industry Writing and Editing
Experience
www.elinorgale-rescuewriter.com January 1998 - Present
Franklin Templeton Investments August 2000 - February 2009
Maxim Integrated Products February 1998 - November 1999
Skills
Content Development, Editing, Web Content, Proofreading, Copywriting, Newsletters, Marketing
Education
Smith College
Smith College
BA, English Language and Literature/Letters
www.elinorgale-rescuewriter.com January 1998 - Present
Franklin Templeton Investments August 2000 - February 2009
Maxim Integrated Products February 1998 - November 1999
Skills
Content Development, Editing, Web Content, Proofreading, Copywriting, Newsletters, Marketing
Education
Smith College
Smith College
BA, English Language and Literature/Letters
Lou Suarez Lou Suarez's Franklin Templeton Investments Experience April 2014 - Present
Job Compliance Officer at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2014 - Present
AXA Equitable June 2006 - April 2014
Citi April 2001 - May 2006
PaineWebber/Mitchell Hutchins Asset Management January 1995 - November 2000
Skills
Operational Risk..., Financial Risk, Investment Advisory, Risk Management, Financial Services, Asset Managment, Due Diligence, Equities, FINRA, Fixed Income, OFAC, Mutual Funds, Asset Management, Portfolio Management, Securities
Education
St. John's University 1990 — 1995
Bachelor of Science (BS), Criminal Justice
Franklin Templeton Investments April 2014 - Present
AXA Equitable June 2006 - April 2014
Citi April 2001 - May 2006
PaineWebber/Mitchell Hutchins Asset Management January 1995 - November 2000
Skills
Operational Risk..., Financial Risk, Investment Advisory, Risk Management, Financial Services, Asset Managment, Due Diligence, Equities, FINRA, Fixed Income, OFAC, Mutual Funds, Asset Management, Portfolio Management, Securities
Education
St. John's University 1990 — 1995
Bachelor of Science (BS), Criminal Justice
Betsy (Watt) Stumme Betsy (Watt) Stumme's Franklin Templeton Investments Experience 1993 - 1994
Job SVP, Client Experience & Training at LPL Financial
Industry Financial Services
Experience
LPL Financial 2015 - Present
LPL Financial 2010 - 2014
LPL Financial 2005 - 2010
Bank of America Investment Services 1994 - 1999
Franklin Templeton Investments 1993 - 1994
Skills
Series 6, Series 7, Series 63, Series 24, Series 27, Relationship Management, Program Management, Project Management, Vendor Management, Mutual Funds, Wealth Management, SDLC, Business Analysis, FINRA, Financial Services, Securities, Investments, Cross-functional Team..., PMO
Education
Smith College 1989 — 1993
BA, Economics
LPL Financial 2015 - Present
LPL Financial 2010 - 2014
LPL Financial 2005 - 2010
Bank of America Investment Services 1994 - 1999
Franklin Templeton Investments 1993 - 1994
Skills
Series 6, Series 7, Series 63, Series 24, Series 27, Relationship Management, Program Management, Project Management, Vendor Management, Mutual Funds, Wealth Management, SDLC, Business Analysis, FINRA, Financial Services, Securities, Investments, Cross-functional Team..., PMO
Education
Smith College 1989 — 1993
BA, Economics
Doris Huang, ACCA, FRM Doris Huang, ACCA, FRM's Franklin Templeton Investments Experience 2014 - 2015
Job MBA Candidate at Chicago Booth, Class of 2015
Industry Investment Management
Experience
Advisory Research, Inc. 2015 - Present
Franklin Templeton Investments 2014 - 2015
PwC Consulting 2011 - 2012
IBM Global Business Services 2008 - 2011
Skills
Business Transformation, Finance Transformation, Finance Consulting, Performance Improvement, Performance Management, M&A, Risk Management, Mergers & Acquisitions, Due Diligence, Financial Modeling, Management Consulting, Business Development, Strategy, Financial Analysis, Valuation, Investments
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Analytic Finance, Economics
Shanghai Jiao Tong University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Advisory Research, Inc. 2015 - Present
Franklin Templeton Investments 2014 - 2015
PwC Consulting 2011 - 2012
IBM Global Business Services 2008 - 2011
Skills
Business Transformation, Finance Transformation, Finance Consulting, Performance Improvement, Performance Management, M&A, Risk Management, Mergers & Acquisitions, Due Diligence, Financial Modeling, Management Consulting, Business Development, Strategy, Financial Analysis, Valuation, Investments
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Analytic Finance, Economics
Shanghai Jiao Tong University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Kristal Cohen Kristal Cohen's Franklin Templeton Investments Experience 1995 - 2000
Job Operations and Office Management Professional
Industry Recreational Facilities and Services
Experience
St. Petersburg Country Club September 2005 - Present
Venturi Staffing Agency 2003 - 2005
Franklin Templeton Investments 1995 - 2000
Skills
Payroll, Office Management, Procurement, Vendor Management, Cash Management, Event Planning, Negotiation, Accounts Payable, Records Management, Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
St. Petersburg College
Bachelor of Arts (B.A.), Organizational Leadership
St. Petersburg Country Club September 2005 - Present
Venturi Staffing Agency 2003 - 2005
Franklin Templeton Investments 1995 - 2000
Skills
Payroll, Office Management, Procurement, Vendor Management, Cash Management, Event Planning, Negotiation, Accounts Payable, Records Management, Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
St. Petersburg College
Bachelor of Arts (B.A.), Organizational Leadership
Hans Logie Hans Logie's Franklin Templeton Investments Experience August 2003 - March 2004
Job Managing Partner at MEC
Industry Marketing and Advertising
Experience
MEC September 2010 - Present
FCB Global December 2008 - November 2009
PHD Media April 2004 - June 2008
Franklin Templeton Investments August 2003 - March 2004
Hill Holliday June 2001 - December 2002
Goldberg Moser O'Neill May 1990 - May 2001
Chiat/Day October 1986 - April 1990
Ketchum Advertising January 1984 - September 1986
Skills
New Media, Media Planning, Integrated Marketing, Mobile Marketing, Retail, Digital Strategy, Digital Marketing, Advertising, Digital Media, Media Strategy, Entertainment, Marketing, Management, Media Buying, Creative Strategy, Online Advertising, Marketing Communications
Education
Stanford University 1979 — 1983
Bachelor of Arts, Sociology
Omnicom University @ Harvard Business School
Advanced Management Program
MEC September 2010 - Present
FCB Global December 2008 - November 2009
PHD Media April 2004 - June 2008
Franklin Templeton Investments August 2003 - March 2004
Hill Holliday June 2001 - December 2002
Goldberg Moser O'Neill May 1990 - May 2001
Chiat/Day October 1986 - April 1990
Ketchum Advertising January 1984 - September 1986
Skills
New Media, Media Planning, Integrated Marketing, Mobile Marketing, Retail, Digital Strategy, Digital Marketing, Advertising, Digital Media, Media Strategy, Entertainment, Marketing, Management, Media Buying, Creative Strategy, Online Advertising, Marketing Communications
Education
Stanford University 1979 — 1983
Bachelor of Arts, Sociology
Omnicom University @ Harvard Business School
Advanced Management Program
Sundeep Reddy Thikkavarapu Sundeep Reddy Thikkavarapu's Franklin Templeton Investments Experience October 2009 - June 2010
Job Manager / Architect at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions July 2014 - Present
AbbVie Inc. January 2013 - Present
Cognizant Technology Solutions October 2011 - June 2014
Abbott Laboratories August 2010 - December 2012
Cognizant Technology Solutions October 2009 - September 2011
Franklin Templeton Investments October 2009 - June 2010
SallieMae March 2007 - October 2009
Cognizant Technology Solutions April 2006 - September 2009
Skills
SharePoint 2010, MOSS 2007, .NET, SQL Server, JavaScript, jQuery, SharePoint Designer, SharePoint, Microsoft Technologies, ASP.NET, C#, XSLT, Visual Studio, XML, Requirements Analysis, SDLC, HTML, Requirements Gathering, Portals, Web Services, Microsoft SQL Server, WCF, Microsoft Office...
Education
Sri Venkateswara University 2001 — 2005
Bachelor of Technology, Electronics and Communication Engineering
Narayana Junior College 1999 — 2001
INTER, M.P.C
Sri. B .Swamidoss English Medium High School 1998 — 1999
SSC, School
Cognizant Technology Solutions July 2014 - Present
AbbVie Inc. January 2013 - Present
Cognizant Technology Solutions October 2011 - June 2014
Abbott Laboratories August 2010 - December 2012
Cognizant Technology Solutions October 2009 - September 2011
Franklin Templeton Investments October 2009 - June 2010
SallieMae March 2007 - October 2009
Cognizant Technology Solutions April 2006 - September 2009
Skills
SharePoint 2010, MOSS 2007, .NET, SQL Server, JavaScript, jQuery, SharePoint Designer, SharePoint, Microsoft Technologies, ASP.NET, C#, XSLT, Visual Studio, XML, Requirements Analysis, SDLC, HTML, Requirements Gathering, Portals, Web Services, Microsoft SQL Server, WCF, Microsoft Office...
Education
Sri Venkateswara University 2001 — 2005
Bachelor of Technology, Electronics and Communication Engineering
Narayana Junior College 1999 — 2001
INTER, M.P.C
Sri. B .Swamidoss English Medium High School 1998 — 1999
SSC, School
Shelleyanne Murphy Shelleyanne Murphy's Franklin Templeton Investments Experience February 2004 - April 2006
Job Dreams Come True at Navy Federal!
Industry Consumer Services
Experience
Navy Federal Credit Union March 2015 - Present
Mediacom March 2012 - February 2015
First Advantage April 2006 - December 2009
Franklin Templeton Investments February 2004 - April 2006
Circulation Development Incorporated August 1993 - January 2004
Skills
Call Center, Documentation, Process Improvement, Outlook, Customer Relations, Customer Service, Excel, Problem Solving, Supervisory Skills, Word, Microsoft Office, Coaching, PowerPoint, Scheduling, Research, Teamwork, Data Entry, Access, Planning, Quality Assurance, Microsoft Word, Call Centers, Project Planning, Employee Relations, Training, Microsoft Excel, Software Documentation, Time Management
Education
Sawyer Business School 1989 — 1990
Professional Secretary/Wordprocessor, Business
St. Petersburg College
Radiography
Navy Federal Credit Union March 2015 - Present
Mediacom March 2012 - February 2015
First Advantage April 2006 - December 2009
Franklin Templeton Investments February 2004 - April 2006
Circulation Development Incorporated August 1993 - January 2004
Skills
Call Center, Documentation, Process Improvement, Outlook, Customer Relations, Customer Service, Excel, Problem Solving, Supervisory Skills, Word, Microsoft Office, Coaching, PowerPoint, Scheduling, Research, Teamwork, Data Entry, Access, Planning, Quality Assurance, Microsoft Word, Call Centers, Project Planning, Employee Relations, Training, Microsoft Excel, Software Documentation, Time Management
Education
Sawyer Business School 1989 — 1990
Professional Secretary/Wordprocessor, Business
St. Petersburg College
Radiography
Ian Kwok's Franklin Templeton Investments Experience September 2008 - December 2008
Job Restaurant Owner + Food & Beverage Entrepreneur + Writer
Industry Food & Beverages
Experience
Island Foods April 2009 - Present
Franklin Templeton Investments September 2008 - December 2008
Citi March 2008 - June 2008
PricewaterhouseCoopers April 2007 - June 2007
Skills
Management, Strategic Planning, Marketing, Leadership, F&B Operations, Social Media Marketing, Beverage Development, Franchising
Education
Singapore Management University 2005 — 2009
Stanford University 2008 — 2008
Investment Science Summer Program
Island Foods April 2009 - Present
Franklin Templeton Investments September 2008 - December 2008
Citi March 2008 - June 2008
PricewaterhouseCoopers April 2007 - June 2007
Skills
Management, Strategic Planning, Marketing, Leadership, F&B Operations, Social Media Marketing, Beverage Development, Franchising
Education
Singapore Management University 2005 — 2009
Stanford University 2008 — 2008
Investment Science Summer Program
Cynthia Freshwater Cynthia Freshwater's Franklin Templeton Investments Experience November 2006 - October 2008
Job Security Officer/Site Supervisor at AlliedBarton Security Services
Industry Security and Investigations
Experience
AlliedBarton Security Services October 2009 - Present
Franklin Templeton Investments November 2006 - October 2008
Bayside Church January 2006 - September 2006
E*TRADE Financial 2001 - 2004
Barton Protective Services August 2002 - September 2003
Skills
Security, Customer Service, Data Entry, Access Control, Typing, Administrative Assistant, Receptionist Duties, Answering Phones, Concert Security, General Office Skills, Security Audits, Security+, Security Operations, Leadership, Cpr Certified, Personal Protection, Crowd Control, Close Protection, Fax, First Aid, Computer Security, Executive Protection, Filing, Payroll, Protection, Counterterrorism, Emergency Management, Phone Etiquette, Personnel Security, Supervisory Skills, Telephone Skills, Security Awareness, Administrative..., Homeland Security, Loss Prevention, Workplace Violence, Weapons, Software Documentation, Surveillance, Asset Protection
Education
Sierra College 1994 — 2001
Associate of Science (A.S.), Administration of Justice Concentration in Law Enforcement
Sierra College 1994 — 2001
Associate of Arts (A.A.), General Studies
Mesa Verde High School 1990 — 1994
Sierra College
Associate of Arts Degree, general studies
AlliedBarton Security Services October 2009 - Present
Franklin Templeton Investments November 2006 - October 2008
Bayside Church January 2006 - September 2006
E*TRADE Financial 2001 - 2004
Barton Protective Services August 2002 - September 2003
Skills
Security, Customer Service, Data Entry, Access Control, Typing, Administrative Assistant, Receptionist Duties, Answering Phones, Concert Security, General Office Skills, Security Audits, Security+, Security Operations, Leadership, Cpr Certified, Personal Protection, Crowd Control, Close Protection, Fax, First Aid, Computer Security, Executive Protection, Filing, Payroll, Protection, Counterterrorism, Emergency Management, Phone Etiquette, Personnel Security, Supervisory Skills, Telephone Skills, Security Awareness, Administrative..., Homeland Security, Loss Prevention, Workplace Violence, Weapons, Software Documentation, Surveillance, Asset Protection
Education
Sierra College 1994 — 2001
Associate of Science (A.S.), Administration of Justice Concentration in Law Enforcement
Sierra College 1994 — 2001
Associate of Arts (A.A.), General Studies
Mesa Verde High School 1990 — 1994
Sierra College
Associate of Arts Degree, general studies
Danielle Weston's Franklin Templeton Investments Experience June 2010 - October 2014
Job Administrative Services Specialist | Financial and Billing | myAdminConcierge | PricewaterhouseCoopers LLP
Industry Accounting
Experience
PricewaterhouseCoopers October 2014 - Present
Franklin Templeton Investments June 2010 - October 2014
Edward Jones December 2009 - June 2010
Franklin Templeton Investments September 2006 - April 2009
Skills
Administrative..., Territory Management, Teamwork, Team Motivation, Organizational..., Skilled Multi-tasker, Problem Solving, Computer Proficiency, Investments, Mutual Funds, Finance, Financial Services, Customer Service, Microsoft Office
Education
St. Petersburg College 2003 — 2016
Associate of Arts (AA), Finance
PricewaterhouseCoopers October 2014 - Present
Franklin Templeton Investments June 2010 - October 2014
Edward Jones December 2009 - June 2010
Franklin Templeton Investments September 2006 - April 2009
Skills
Administrative..., Territory Management, Teamwork, Team Motivation, Organizational..., Skilled Multi-tasker, Problem Solving, Computer Proficiency, Investments, Mutual Funds, Finance, Financial Services, Customer Service, Microsoft Office
Education
St. Petersburg College 2003 — 2016
Associate of Arts (AA), Finance
Parveen Sandhi's Franklin Templeton Investments Experience September 2008 - February 2009
Job HR Business Partner at JLL
Industry Human Resources
Experience
JLL February 2015 - Present
Realstar Management Partnership September 2011 - February 2015
Infrastructure Ontario June 2010 - September 2011
Franklin Templeton Investments September 2008 - February 2009
City of Mississauga 2007 - 2007
Skills
Employee Relations, Human Resources, Recruiting, Training, Onboarding, Leadership, Personnel Management, Policy, Time Management, New Hire Orientations, HRIS, PeopleSoft, Employee Engagement, Access, Talent Management, Performance Management, HR Policies, Talent Acquisition, Succession Planning, Employee Benefits
Education
Sheridan College 2006 — 2007
Post-graduate degree, Human Resources Management
University of Waterloo 2002 — 2006
B.A, Sociology
JLL February 2015 - Present
Realstar Management Partnership September 2011 - February 2015
Infrastructure Ontario June 2010 - September 2011
Franklin Templeton Investments September 2008 - February 2009
City of Mississauga 2007 - 2007
Skills
Employee Relations, Human Resources, Recruiting, Training, Onboarding, Leadership, Personnel Management, Policy, Time Management, New Hire Orientations, HRIS, PeopleSoft, Employee Engagement, Access, Talent Management, Performance Management, HR Policies, Talent Acquisition, Succession Planning, Employee Benefits
Education
Sheridan College 2006 — 2007
Post-graduate degree, Human Resources Management
University of Waterloo 2002 — 2006
B.A, Sociology
Stephanie Pio Stephanie Pio's Franklin Templeton Investments Experience December 2009 - March 2013
Job Business Analyst at Morneau Shepell
Industry Information Technology and Services
Experience
Morneau Shepell August 2015 - Present
Ceridian May 2014 - August 2015
Acclaris April 2013 - February 2014
Franklin Templeton Investments December 2009 - March 2013
JPMorgan Chase July 2006 - February 2009
Skills
Banking, Treasury Management, Accounting, Treasury, Financial Analysis, Investments, Portfolio Management, Finance, Risk Management, Cash Management, Credit, Financial Reporting, Financial Modeling, Strategic Financial..., Financial Services, Microsoft Office, Microsoft Excel, PowerPoint, Document Drafting, Document Review, Health Insurance, Analysis
Education
St. Petersburg College 1997 — 2000
Associate of Arts (A.A.), Education
Morneau Shepell August 2015 - Present
Ceridian May 2014 - August 2015
Acclaris April 2013 - February 2014
Franklin Templeton Investments December 2009 - March 2013
JPMorgan Chase July 2006 - February 2009
Skills
Banking, Treasury Management, Accounting, Treasury, Financial Analysis, Investments, Portfolio Management, Finance, Risk Management, Cash Management, Credit, Financial Reporting, Financial Modeling, Strategic Financial..., Financial Services, Microsoft Office, Microsoft Excel, PowerPoint, Document Drafting, Document Review, Health Insurance, Analysis
Education
St. Petersburg College 1997 — 2000
Associate of Arts (A.A.), Education
Frank Vitarelli Frank Vitarelli's Franklin Templeton Investments Experience 1998 - 2002
Job Vice President at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation May 2015 - Present
SunTrust Bank May 2012 - April 2015
Wells Fargo June 2002 - May 2012
Franklin Templeton Investments 1998 - 2002
Skills
Loans, Credit, Commercial Lending, Banking, Small Business Lending, Mortgage Lending, Commercial Banking, Credit Analysis, Portfolio Management, Consumer Lending, Wealth Management, Series 7, Investments, Retail Banking, Lines Of Credit, Financial Services, Relationship Management, Underwriting, Loan Origination, Mortgage Banking
Education
Strayer University
Bachelor of Business Administration (B.B.A.)
St. Petersburg College
Monroe Woodbury HS
Regions Financial Corporation May 2015 - Present
SunTrust Bank May 2012 - April 2015
Wells Fargo June 2002 - May 2012
Franklin Templeton Investments 1998 - 2002
Skills
Loans, Credit, Commercial Lending, Banking, Small Business Lending, Mortgage Lending, Commercial Banking, Credit Analysis, Portfolio Management, Consumer Lending, Wealth Management, Series 7, Investments, Retail Banking, Lines Of Credit, Financial Services, Relationship Management, Underwriting, Loan Origination, Mortgage Banking
Education
Strayer University
Bachelor of Business Administration (B.B.A.)
St. Petersburg College
Monroe Woodbury HS
Stephanie Eybers Stephanie Eybers's Franklin Templeton Investments Experience July 2014 - September 2015
Job Relationship Associate at Fiduciary Trust Company International
Industry Investment Management
Experience
Fiduciary Trust Company International September 2015 - Present
Franklin Templeton Investments July 2014 - September 2015
Franklin Templeton Investments June 2013 - August 2013
Court Appointed Special Advocates for Children, Greater Prince William May 2012 - July 2012
Skills
Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Research, Client Services, Teamwork, Trading Systems, Bloomberg Terminal, Customer Service, Event Planning, Community Outreach, Charles River IMS, Microsoft Word, Social Media, Nonprofits, Fundraising, English, Photoshop
Education
St. John's University 2010 — 2014
Bachelor of Science (BS), Legal Studies, General
Fiduciary Trust Company International September 2015 - Present
Franklin Templeton Investments July 2014 - September 2015
Franklin Templeton Investments June 2013 - August 2013
Court Appointed Special Advocates for Children, Greater Prince William May 2012 - July 2012
Skills
Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Research, Client Services, Teamwork, Trading Systems, Bloomberg Terminal, Customer Service, Event Planning, Community Outreach, Charles River IMS, Microsoft Word, Social Media, Nonprofits, Fundraising, English, Photoshop
Education
St. John's University 2010 — 2014
Bachelor of Science (BS), Legal Studies, General
Susan O'Neil Susan O'Neil's Franklin Templeton Investments Experience May 2005 - August 2007
Job Event Planning Consultant at Self Employed
Industry Government Relations
Experience
Government Development Center February 2012 - Present
Progress Energy October 2010 - August 2011
Franklin Templeton Investments May 2005 - August 2007
Monogram International October 2004 - May 2005
Clearwater Academy International September 2001 - October 2004
Self Employed August 2000 - October 2004
Skills
Research, Public Speaking, Event Planning, Writing, Cinematography, Editing, Microsoft Office, Government Proposals, Government Documents, Policy, Government Procurement, Government Contracting, Government, Federal Government, Management, RFP, Strategic Planning, Marketing Strategy, Analysis, Organizational..., Proposal Writing, Small Business, Program Management, Leadership, Marketing, Account Management, Training, Business Development, Federal Law, Contract Negotiation, Coaching, Fundraising, Management Consulting, Team Building, Public Relations, Negotiation, Social Media, Social Networking, FAR, Time Management
Education
University of South Florida 1994 — 2002
Bachelor's Degree, Mass Communication/Media Studies, 3.84 GPA
St. Petersburg College 1990 — 1993
Associate of Arts (A.A.), General Studies, 3.90 GPA
Government Development Center February 2012 - Present
Progress Energy October 2010 - August 2011
Franklin Templeton Investments May 2005 - August 2007
Monogram International October 2004 - May 2005
Clearwater Academy International September 2001 - October 2004
Self Employed August 2000 - October 2004
Skills
Research, Public Speaking, Event Planning, Writing, Cinematography, Editing, Microsoft Office, Government Proposals, Government Documents, Policy, Government Procurement, Government Contracting, Government, Federal Government, Management, RFP, Strategic Planning, Marketing Strategy, Analysis, Organizational..., Proposal Writing, Small Business, Program Management, Leadership, Marketing, Account Management, Training, Business Development, Federal Law, Contract Negotiation, Coaching, Fundraising, Management Consulting, Team Building, Public Relations, Negotiation, Social Media, Social Networking, FAR, Time Management
Education
University of South Florida 1994 — 2002
Bachelor's Degree, Mass Communication/Media Studies, 3.84 GPA
St. Petersburg College 1990 — 1993
Associate of Arts (A.A.), General Studies, 3.90 GPA
Toree Amerman Toree Amerman's Franklin Templeton Investments Experience September 2000 - December 2005
Job New Business Coordinator
Industry Insurance
Experience
PIMSCO INC January 2015 - Present
Barry's Gourmet Brownies October 2013 - January 2015
Crystal Clear Technologies Inc. October 2012 - June 2013
Keller Williams Realty St. Pete- Harris Team May 2012 - October 2012
Coldwell Banker Commerical/Gibson Team 2007 - 2009
Assist 2 Sell, Home Search Realty 2005 - 2007
Franklin Templeton Investments September 2000 - December 2005
Skills
Real Estate, Customer Service, Marketing, Social Networking, Nutrition, Event Planning, Team Building, Cpr Certified, Time Management, Wellness, Fitness, Microsoft Office, Administrative..., Microsoft Word, Microsoft Excel, Team Management, Supervisory Skills, Account Management, Direct Sales, Retail, Selling, Sales
Education
St. Petersburg College
PIMSCO INC January 2015 - Present
Barry's Gourmet Brownies October 2013 - January 2015
Crystal Clear Technologies Inc. October 2012 - June 2013
Keller Williams Realty St. Pete- Harris Team May 2012 - October 2012
Coldwell Banker Commerical/Gibson Team 2007 - 2009
Assist 2 Sell, Home Search Realty 2005 - 2007
Franklin Templeton Investments September 2000 - December 2005
Skills
Real Estate, Customer Service, Marketing, Social Networking, Nutrition, Event Planning, Team Building, Cpr Certified, Time Management, Wellness, Fitness, Microsoft Office, Administrative..., Microsoft Word, Microsoft Excel, Team Management, Supervisory Skills, Account Management, Direct Sales, Retail, Selling, Sales
Education
St. Petersburg College
Tamara Greer Tamara Greer's Franklin Templeton Investments Experience 1999 - 2012
Job Licensing & Compliance Specialist at Davidson Hotels & Resorts
Industry Hospitality
Experience
Davidson Hotels & Resorts August 2015 - Present
Davidson Hotels & Resorts November 2012 - August 2015
Franklin Templeton Investments 1999 - 2012
Impact Advertising Inc. 1997 - 1999
World Trade Center Tampa Bay 1990 - 1997
Skills
Multi-Project Management, Versatility, Financial Reporting, Communication..., Process Improvement, Database Management, Issue Resolution, Event & Presentation..., Computer Proficiencies..., Project Management, Database Admin, Event Planning, Corporate Communications, Healthcare, Budgets, Hospitality, Management, Revenue Analysis, Customer Service
Education
University of South Florida-St. Petersburg Campus
Bachelor of Science (B.S.), Business Administration and Management, General
St. Petersburg College
Associate of Arts (A.A.), Business Administration and Management, General
Davidson Hotels & Resorts August 2015 - Present
Davidson Hotels & Resorts November 2012 - August 2015
Franklin Templeton Investments 1999 - 2012
Impact Advertising Inc. 1997 - 1999
World Trade Center Tampa Bay 1990 - 1997
Skills
Multi-Project Management, Versatility, Financial Reporting, Communication..., Process Improvement, Database Management, Issue Resolution, Event & Presentation..., Computer Proficiencies..., Project Management, Database Admin, Event Planning, Corporate Communications, Healthcare, Budgets, Hospitality, Management, Revenue Analysis, Customer Service
Education
University of South Florida-St. Petersburg Campus
Bachelor of Science (B.S.), Business Administration and Management, General
St. Petersburg College
Associate of Arts (A.A.), Business Administration and Management, General
Hyung Cheol Shin Hyung Cheol Shin's Franklin Templeton Investments Experience December 2014 - Present
Job Senior Global & Macro Research Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2014 - Present
Franklin Templeton Investments June 2006 - Present
Franklin Templeton Investments September 2005 - May 2006
Ministry of Finance and Economy of Korea November 1993 - August 1999
Economic Planning Board of Korea December 1992 - October 1993
Skills
Bloomberg, Fixed Income, Mutual Funds, Equity Research, Hedge Funds, Investments, Asset Managment, Portfolio Management, Trading
Education
UC Davis 1999 — 2005
Ph.D, Economics
서울대학교 / Seoul National University 1984 — 1988
BA, Business Administration and Management, General
Franklin Templeton Investments December 2014 - Present
Franklin Templeton Investments June 2006 - Present
Franklin Templeton Investments September 2005 - May 2006
Ministry of Finance and Economy of Korea November 1993 - August 1999
Economic Planning Board of Korea December 1992 - October 1993
Skills
Bloomberg, Fixed Income, Mutual Funds, Equity Research, Hedge Funds, Investments, Asset Managment, Portfolio Management, Trading
Education
UC Davis 1999 — 2005
Ph.D, Economics
서울대학교 / Seoul National University 1984 — 1988
BA, Business Administration and Management, General
Darek Czapinski's Franklin Templeton Investments Experience 2012 - 2014
Job Customer Support Engineer at IBM Cloudant
Industry Information Technology and Services
Experience
IBM Cloudant April 2015 - Present
IBM Canada June 2014 - April 2015
Franklin Templeton Investments 2012 - 2014
CERN 2007 - 2009
Stelco Inc 2002 - 2007
Skills
Information Technology, Software Development, Software Project..., Databases, Requirements Analysis, Unix Shell Scripting, Tomcat, Weblogic Administration, SQL, Java, PL/SQL, OpenVMS, MySQL, Oracle, Unix, Linux, Solaris, Apache, Programming, Network Administration, Web Applications, CGI scripts, Servlets, JSP, Fortran, C/C++, XML, XSTL, BPEL, Toad, NetBeans, Eclipse, TCP/IP, DCL, CSS, Windows, DB2, Database Administration, Troubleshooting, Problem Solving, Technical Support
Education
Sheridan College 1999 — 2002
Computer Science Technology Coop, Information Technology
York University 1996 — 1998
Physics and Astronomy
IBM Cloudant April 2015 - Present
IBM Canada June 2014 - April 2015
Franklin Templeton Investments 2012 - 2014
CERN 2007 - 2009
Stelco Inc 2002 - 2007
Skills
Information Technology, Software Development, Software Project..., Databases, Requirements Analysis, Unix Shell Scripting, Tomcat, Weblogic Administration, SQL, Java, PL/SQL, OpenVMS, MySQL, Oracle, Unix, Linux, Solaris, Apache, Programming, Network Administration, Web Applications, CGI scripts, Servlets, JSP, Fortran, C/C++, XML, XSTL, BPEL, Toad, NetBeans, Eclipse, TCP/IP, DCL, CSS, Windows, DB2, Database Administration, Troubleshooting, Problem Solving, Technical Support
Education
Sheridan College 1999 — 2002
Computer Science Technology Coop, Information Technology
York University 1996 — 1998
Physics and Astronomy
Troy Brisbois Troy Brisbois's Franklin Templeton Investments Experience 1998 - 1999
Job Technical Operations Manager InvestCloud, Inc.
Industry Information Technology and Services
Experience
InvestCloud, Inc. March 2014 - Present
Douglas C. Zahm, P.A. July 2013 - March 2014
Transamerica Asset Management, Inc. September 2006 - January 2013
Transamerica Fund Services, Inc. May 2003 - September 2006
Transamerica Fund Services, Inc. August 1999 - May 2003
Franklin Templeton Investments 1998 - 1999
United States Marine Corps September 1990 - September 1994
Skills
Securities, Mutual Funds, AML, Series 7, Investments, Asset Managment, Regulatory Requirements, Operational Risk..., Service Providers, Key Client Relationships, Compliance, Oversight, Operations Management, Customer Service, Policy Development, Communication, Auditing, Employee Engagement, Leadership Development, Team Leadership, Process Improvement, Personnel Supervision, Series 6, Business Continuity, Policy, Asset Management, Vendor Partnerships, Call Center..., Contact Center..., Asset Allocation, ETFs, Financial Services, Risk Management, Training, FINRA, Financial Reporting, Financial Risk, Investment Advisory, Alternative Investments, Uniform Combined State..., KYC, OFAC, Securities Regulation, Operational Risk, Trading, Financial Advisory, Options, Investment Management, Variable Annuities, Fixed Annuities
Education
St. Petersburg College 1994 — 1997
Associate of the Arts (A.A.), General Studies
St. Petersburg College 1994 — 1997
Associate of Science (A.S.), Criminal Justice
Largo Senior High School 1986 — 1990
High School Diploma, General Studies
InvestCloud, Inc. March 2014 - Present
Douglas C. Zahm, P.A. July 2013 - March 2014
Transamerica Asset Management, Inc. September 2006 - January 2013
Transamerica Fund Services, Inc. May 2003 - September 2006
Transamerica Fund Services, Inc. August 1999 - May 2003
Franklin Templeton Investments 1998 - 1999
United States Marine Corps September 1990 - September 1994
Skills
Securities, Mutual Funds, AML, Series 7, Investments, Asset Managment, Regulatory Requirements, Operational Risk..., Service Providers, Key Client Relationships, Compliance, Oversight, Operations Management, Customer Service, Policy Development, Communication, Auditing, Employee Engagement, Leadership Development, Team Leadership, Process Improvement, Personnel Supervision, Series 6, Business Continuity, Policy, Asset Management, Vendor Partnerships, Call Center..., Contact Center..., Asset Allocation, ETFs, Financial Services, Risk Management, Training, FINRA, Financial Reporting, Financial Risk, Investment Advisory, Alternative Investments, Uniform Combined State..., KYC, OFAC, Securities Regulation, Operational Risk, Trading, Financial Advisory, Options, Investment Management, Variable Annuities, Fixed Annuities
Education
St. Petersburg College 1994 — 1997
Associate of the Arts (A.A.), General Studies
St. Petersburg College 1994 — 1997
Associate of Science (A.S.), Criminal Justice
Largo Senior High School 1986 — 1990
High School Diploma, General Studies
Arezu Sharghi's Franklin Templeton Investments Experience August 2013 - Present
Job Senior Business Systems Analyst at Franklin Templeton Investments
Industry Information Technology and Services
Experience
Franklin Templeton Investments August 2013 - Present
TD Bank Group February 2012 - May 2013
CGI September 2003 - February 2012
TD Bank 1998 - 2003
DPFE 1996 - 1998
Skills
Software Design, IT Governance, Integration, Agile, SDLC, Business Analysis, RAD, Business Requirements, Requirements Gathering, SOA, Requirements Analysis, Agile Methodologies, Vendor Management, Governance, Oracle, User Acceptance Testing, Project Management, Business Process, SQL, UML, Strategy, Management, Consulting, SaaS, Software Project..., Business Intelligence, Systems Analysis, .NET, Enterprise Architecture, Web Applications, PMP, Data Warehousing, IT Strategy, Resource Management, Visio, Project Portfolio..., Business Process Design, Business Process..., PMO, SharePoint, Leadership, Project Delivery, Information Technology, Solution Architecture, DB2, Software Development
Education
York University - Schulich School of Business 2008 — 2011
MBA, Strategic Management
Shahid Beheshti University 1990 — 1995
BSc., Software Engineering
Franklin Templeton Investments August 2013 - Present
TD Bank Group February 2012 - May 2013
CGI September 2003 - February 2012
TD Bank 1998 - 2003
DPFE 1996 - 1998
Skills
Software Design, IT Governance, Integration, Agile, SDLC, Business Analysis, RAD, Business Requirements, Requirements Gathering, SOA, Requirements Analysis, Agile Methodologies, Vendor Management, Governance, Oracle, User Acceptance Testing, Project Management, Business Process, SQL, UML, Strategy, Management, Consulting, SaaS, Software Project..., Business Intelligence, Systems Analysis, .NET, Enterprise Architecture, Web Applications, PMP, Data Warehousing, IT Strategy, Resource Management, Visio, Project Portfolio..., Business Process Design, Business Process..., PMO, SharePoint, Leadership, Project Delivery, Information Technology, Solution Architecture, DB2, Software Development
Education
York University - Schulich School of Business 2008 — 2011
MBA, Strategic Management
Shahid Beheshti University 1990 — 1995
BSc., Software Engineering
Jen Ouimet Jen Ouimet's Franklin Templeton Investments Experience February 2007 - April 2009
Job Experienced Administrative Assistant
Industry Nonprofit Organization Management
Experience
National Forensic Science Technology Center May 2009 - February 2011
Franklin Templeton Investments February 2007 - April 2009
PowerComm Engineering, Inc November 2004 - December 2006
Coca-Cola Enterprises, Inc. November 2001 - November 2004
Skills
Administration, Event Planning, Logistics, Marketing, Microsoft Excel, Microsoft Office, Nonprofits, Office Management, Outlook, PowerPoint, Process Scheduler, Program Management, Project Management, Government, Editing, Customer Service, Budgets, Adobe Acrobat, Accounting, Spreadsheets, Strategic Planning, System Administration, Team Building, Team Leadership, Training
Education
St. Petersburg College 2011 — 2012
National Forensic Science Technology Center May 2009 - February 2011
Franklin Templeton Investments February 2007 - April 2009
PowerComm Engineering, Inc November 2004 - December 2006
Coca-Cola Enterprises, Inc. November 2001 - November 2004
Skills
Administration, Event Planning, Logistics, Marketing, Microsoft Excel, Microsoft Office, Nonprofits, Office Management, Outlook, PowerPoint, Process Scheduler, Program Management, Project Management, Government, Editing, Customer Service, Budgets, Adobe Acrobat, Accounting, Spreadsheets, Strategic Planning, System Administration, Team Building, Team Leadership, Training
Education
St. Petersburg College 2011 — 2012
Barbara Zapal Barbara Zapal's Franklin Templeton Investments Experience February 2007 - July 2007
Job Residential & Commercial Realtor at Charles Rutenberg Realty Inc.
Industry Financial Services
Experience
Charles Rutenberg Realty Inc. June 2007 - Present
Waterford Investor Services Inc. March 2007 - December 2010
Franklin Templeton Investments February 2007 - July 2007
New York Life AARP LIfetime Income Program April 2006 - January 2007
Coldwell Banker Real Estate June 2004 - May 2006
Alliance Bernstein/Equitable Life June 2004 - July 2005
Ceridian Retirement Services July 2002 - June 2004
Skills
Series 7, Series 2-15, Real Estate, Short Sales, Investments, Relocation, Investment Properties, Property, Mortgage Lending, Sales, Sellers, Finance, Single Family Homes, Residential Homes, Condos, REO, Foreclosures, First Time Home Buyers
Education
University of South FL College of Business 2001 — 2003
Bachelor's, finance
University of South Florida 2000 — 2002
B.S., Finance, Economics
St. Petersburg College 2000 — 2001
Associate, A.A.
Charles Rutenberg Realty Inc. June 2007 - Present
Waterford Investor Services Inc. March 2007 - December 2010
Franklin Templeton Investments February 2007 - July 2007
New York Life AARP LIfetime Income Program April 2006 - January 2007
Coldwell Banker Real Estate June 2004 - May 2006
Alliance Bernstein/Equitable Life June 2004 - July 2005
Ceridian Retirement Services July 2002 - June 2004
Skills
Series 7, Series 2-15, Real Estate, Short Sales, Investments, Relocation, Investment Properties, Property, Mortgage Lending, Sales, Sellers, Finance, Single Family Homes, Residential Homes, Condos, REO, Foreclosures, First Time Home Buyers
Education
University of South FL College of Business 2001 — 2003
Bachelor's, finance
University of South Florida 2000 — 2002
B.S., Finance, Economics
St. Petersburg College 2000 — 2001
Associate, A.A.
James Gillen, CIA, CAMS James Gillen, CIA, CAMS's Franklin Templeton Investments Experience March 2004 - December 2012
Job Senior Manager Internal Audit at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Franklin Templeton Investments March 2004 - December 2012
Astoria Federal Savings February 2002 - March 2004
Skills
Internal Controls, Internal Audit, Enterprise Risk..., Sarbanes-Oxley Act, Auditing
Education
Saint Joseph's College 1997 — 2001
Bachelor of Science (B.S.), Accounting
Morgan Stanley January 2013 - Present
Franklin Templeton Investments March 2004 - December 2012
Astoria Federal Savings February 2002 - March 2004
Skills
Internal Controls, Internal Audit, Enterprise Risk..., Sarbanes-Oxley Act, Auditing
Education
Saint Joseph's College 1997 — 2001
Bachelor of Science (B.S.), Accounting
Burns Mackey Burns Mackey's Franklin Templeton Investments Experience September 2005 - February 2006
Job Director of Sales at Sterling Infosystems, Inc.
Industry Financial Services
Experience
Sterling Infosystems, Inc. October 2011 - Present
ProTrade Securities, LLC December 2009 - September 2011
Bank of New York Mellon March 2007 - February 2009
Franklin Templeton Investments September 2005 - February 2006
Pershing July 1999 - January 2004
Skills
Mutual Funds
Education
Southern Illinois University, Carbondale
B.S., Biology
Sterling Infosystems, Inc. October 2011 - Present
ProTrade Securities, LLC December 2009 - September 2011
Bank of New York Mellon March 2007 - February 2009
Franklin Templeton Investments September 2005 - February 2006
Pershing July 1999 - January 2004
Skills
Mutual Funds
Education
Southern Illinois University, Carbondale
B.S., Biology
David Savkovic's Franklin Templeton Investments Experience 1995 - 2000
Job Software Quality Assurance at Veterans Administration
Industry Government Administration
Experience
Veterans Administration April 2000 - Present
Franklin Templeton Investments 1995 - 2000
Skills
Government, Health, Food, Test Planning, Manual Testing, Requirements Analysis, Quality Assurance, SDLC, Software Quality..., Testing, Agile Methodologies, Agile Project Management, Integration, Quality Center, Software Documentation, Process Improvement
Education
St. Petersburg College
Photography
Veterans Administration April 2000 - Present
Franklin Templeton Investments 1995 - 2000
Skills
Government, Health, Food, Test Planning, Manual Testing, Requirements Analysis, Quality Assurance, SDLC, Software Quality..., Testing, Agile Methodologies, Agile Project Management, Integration, Quality Center, Software Documentation, Process Improvement
Education
St. Petersburg College
Photography
Amanda Smythe Amanda Smythe's Franklin Templeton Investments Experience May 2011 - Present
Job Sr. Transfer Agent at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments May 2011 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Team Leadership, Training
Education
St. Petersburg College 2015 — 2018
Bachelor’s Degree, Business Administration in Financial Services
St. Petersburg College 2008 — 2015
Associate’s Degree, Business Administration and Management, General
Franklin Templeton Investments May 2011 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Team Leadership, Training
Education
St. Petersburg College 2015 — 2018
Bachelor’s Degree, Business Administration in Financial Services
St. Petersburg College 2008 — 2015
Associate’s Degree, Business Administration and Management, General
Charles Lindgren's Franklin Templeton Investments Experience March 2013 - May 2013
Job
Industry Banking
Experience
First Republic Bank June 2015 - Present
First Republic Bank June 2013 - December 2014
Franklin Templeton Investments March 2013 - May 2013
Bank of America September 2010 - March 2012
Bank of America June 2003 - September 2010
Charles Schwab & Co., Inc. September 1989 - October 2002
Skills
Project Portfolio..., Software Project..., Product Management, Business Analysis, IT Strategy, Cross-functional Team..., Process Improvement, Program Management, Project Management, Change Management, Product Development, Banking, Business Strategy, Strategic Planning, Leadership
Education
University of Minnesota - Carlson School of Management 1993 — 1995
MBA
Stanford University 1983 — 1987
Bachelor of Arts (B.A.)
The Blake Schools 1977 — 1983
First Republic Bank June 2015 - Present
First Republic Bank June 2013 - December 2014
Franklin Templeton Investments March 2013 - May 2013
Bank of America September 2010 - March 2012
Bank of America June 2003 - September 2010
Charles Schwab & Co., Inc. September 1989 - October 2002
Skills
Project Portfolio..., Software Project..., Product Management, Business Analysis, IT Strategy, Cross-functional Team..., Process Improvement, Program Management, Project Management, Change Management, Product Development, Banking, Business Strategy, Strategic Planning, Leadership
Education
University of Minnesota - Carlson School of Management 1993 — 1995
MBA
Stanford University 1983 — 1987
Bachelor of Arts (B.A.)
The Blake Schools 1977 — 1983
Jamie Valdez's Franklin Templeton Investments Experience 2005 - 2007
Job Business Analyst at Tui Marine
Industry Information Technology and Services
Experience
Tui Marine June 2013 - Present
eMason, Inc. December 2012 - June 2013
Tui Marine November 2010 - November 2012
Franklin Templeton October 2007 - June 2010
Franklin Templeton Investments 2005 - 2007
Skills
Business Analysis, Analysis, SDLC, CRM, Visio, Process Improvement, Change Management, Business Process, Cross-functional Team..., Project Management, Business Intelligence, Integration, Requirements Gathering, Leadership, Vendor Management, PMO, Business Process..., IT Strategy, Business Requirements, MS Project, Requirements Analysis, ERP, Microsoft Project
Education
Southern Oregon University 1993 — 1997
Bachelor of Arts (BA)
Tui Marine June 2013 - Present
eMason, Inc. December 2012 - June 2013
Tui Marine November 2010 - November 2012
Franklin Templeton October 2007 - June 2010
Franklin Templeton Investments 2005 - 2007
Skills
Business Analysis, Analysis, SDLC, CRM, Visio, Process Improvement, Change Management, Business Process, Cross-functional Team..., Project Management, Business Intelligence, Integration, Requirements Gathering, Leadership, Vendor Management, PMO, Business Process..., IT Strategy, Business Requirements, MS Project, Requirements Analysis, ERP, Microsoft Project
Education
Southern Oregon University 1993 — 1997
Bachelor of Arts (BA)
Melissa Howser's Franklin Templeton Investments Experience May 2013 - Present
Job Program Coordinator at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments May 2013 - Present
Franklin Templeton Investments June 2003 - April 2013
Skills
Relationship Management, Marketing, Marketing Communications, Project Management, Budgets, Event Management, Microsoft Excel, Email Marketing, Market Research, Financial Analysis, Business Relationship...
Education
St. Petersburg College 1996 — 1998
Franklin Templeton Investments May 2013 - Present
Franklin Templeton Investments June 2003 - April 2013
Skills
Relationship Management, Marketing, Marketing Communications, Project Management, Budgets, Event Management, Microsoft Excel, Email Marketing, Market Research, Financial Analysis, Business Relationship...
Education
St. Petersburg College 1996 — 1998
Heather Farmer's Franklin Templeton Investments Experience January 1998 - July 1998
Job Corporate Program & Event Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 1998 - Present
Franklin Templeton Investments January 1998 - July 1998
Skills
Mutual Funds, Asset Managment, Asset Management, Wealth Management, Financial Services, Investments, Strategic Financial..., Asset Allocation, Event Planning, Retirement Planning, Portfolio Management, Equities, Securities, Investment Strategies, Retirement, Investment Advisory, Financial Advisory, Event Management, Financial Planning
Education
St. Lawrence College 1989 — 1991
Business, Accounting
QECVI
Fidelity Investments July 1998 - Present
Franklin Templeton Investments January 1998 - July 1998
Skills
Mutual Funds, Asset Managment, Asset Management, Wealth Management, Financial Services, Investments, Strategic Financial..., Asset Allocation, Event Planning, Retirement Planning, Portfolio Management, Equities, Securities, Investment Strategies, Retirement, Investment Advisory, Financial Advisory, Event Management, Financial Planning
Education
St. Lawrence College 1989 — 1991
Business, Accounting
QECVI
Hilary Coral's Franklin Templeton Investments Experience April 2008 - Present
Job Associate General Counsel at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments April 2008 - Present
Mellon Capital Management February 2002 - April 2008
Pillsbury Winthrop September 1999 - January 2002
Skills
Securities, Derivatives, Funding, Hedge Funds, Private Equity, Asset Management, Securities Law, Contract Negotiation, Negotiation, Investment Advisory, Swaps, Corporate Law, Investments, Securities Regulation, Alternative Investments, IPO, Mutual Funds, Equities, Capital Markets, FINRA
Education
University of California, Los Angeles - School of Law 1996 — 1999
J.D., Concentration in business law
Smith College 1992 — 1996
A.B., Economics
Franklin Templeton Investments April 2008 - Present
Mellon Capital Management February 2002 - April 2008
Pillsbury Winthrop September 1999 - January 2002
Skills
Securities, Derivatives, Funding, Hedge Funds, Private Equity, Asset Management, Securities Law, Contract Negotiation, Negotiation, Investment Advisory, Swaps, Corporate Law, Investments, Securities Regulation, Alternative Investments, IPO, Mutual Funds, Equities, Capital Markets, FINRA
Education
University of California, Los Angeles - School of Law 1996 — 1999
J.D., Concentration in business law
Smith College 1992 — 1996
A.B., Economics
Eileen Gordon's Franklin Templeton Investments Experience May 2006 - October 2010
Job Admin at Tradewinds International (via Manpower staffing)
Industry Financial Services
Jennifer Sator's Franklin Templeton Investments Experience January 2012 - August 2012
Job Compliance Manager Fixed Income Group at Prudential Financial
Industry Financial Services
Experience
Prudential Financial October 2013 - Present
Barclays Wealth and Investment Management September 2012 - October 2013
Franklin Templeton Investments January 2012 - August 2012
Franklin Templeton Investments March 2009 - December 2011
Franklin Templeton Investments June 2007 - March 2009
AllianceBernstein July 2005 - June 2007
Skills
Mutual Funds, Investment Advisor..., Trade Compliance, 1940 Act, UCITS, Charles River IMS, Bloomberg, Equities, Fixed Income, Derivatives, AML, Securities, Alternative Investments, Anti Money Laundering, Investments, Trading, Hedge Funds, Risk Management, Portfolio Management, Asset Management, Financial Services
Education
Seton Hall University School of Law 1998 — 2001
JD, Law
University of Tennessee-Knoxville 1996 — 1998
BA, Political Science
Prudential Financial October 2013 - Present
Barclays Wealth and Investment Management September 2012 - October 2013
Franklin Templeton Investments January 2012 - August 2012
Franklin Templeton Investments March 2009 - December 2011
Franklin Templeton Investments June 2007 - March 2009
AllianceBernstein July 2005 - June 2007
Skills
Mutual Funds, Investment Advisor..., Trade Compliance, 1940 Act, UCITS, Charles River IMS, Bloomberg, Equities, Fixed Income, Derivatives, AML, Securities, Alternative Investments, Anti Money Laundering, Investments, Trading, Hedge Funds, Risk Management, Portfolio Management, Asset Management, Financial Services
Education
Seton Hall University School of Law 1998 — 2001
JD, Law
University of Tennessee-Knoxville 1996 — 1998
BA, Political Science
Ashley Blaz's Franklin Templeton Investments Experience January 2011 - Present
Job Supervisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. 2013 - Present
Franklin Templeton Investments January 2011 - Present
Franklin Templeton Investments September 2007 - January 2011
Skills
Management, Customer Service, Process Improvement, Microsoft Excel, Microsoft Word, SharePoint, Risk Management, Analysis, Mutual Funds, Training, PowerPoint, Microsoft Office, Team Building, Coaching
Education
St. Petersburg College 2001 — 2008
Raymond James Financial Inc. 2013 - Present
Franklin Templeton Investments January 2011 - Present
Franklin Templeton Investments September 2007 - January 2011
Skills
Management, Customer Service, Process Improvement, Microsoft Excel, Microsoft Word, SharePoint, Risk Management, Analysis, Mutual Funds, Training, PowerPoint, Microsoft Office, Team Building, Coaching
Education
St. Petersburg College 2001 — 2008
Jim Cullen's Franklin Templeton Investments Experience March 2006 - December 2007
Job Compliance Consultant at Financial Planners Assistance Corp
Industry Financial Services
Experience
Financial Planners Assistance Corp September 2013 - Present
The Roosevelt Investment Group December 2012 - August 2013
The Roosevelt Investment Group July 2009 - December 2012
Raymond James January 2008 - July 2009
Franklin Templeton Investments March 2006 - December 2007
Skills
Series 7, Series 24, Series 66
Education
University of Phoenix 2006 — 2008
Master's, Business Administration
University of South Florida 2004 — 2005
Bachelor's, Political Science and Economics
St. Petersburg College 2000 — 2004
Associates, General
Financial Planners Assistance Corp September 2013 - Present
The Roosevelt Investment Group December 2012 - August 2013
The Roosevelt Investment Group July 2009 - December 2012
Raymond James January 2008 - July 2009
Franklin Templeton Investments March 2006 - December 2007
Skills
Series 7, Series 24, Series 66
Education
University of Phoenix 2006 — 2008
Master's, Business Administration
University of South Florida 2004 — 2005
Bachelor's, Political Science and Economics
St. Petersburg College 2000 — 2004
Associates, General
Jackie Schreppel's Franklin Templeton Investments Experience September 1995 - December 2006
Job Typist at Redvision
Industry Real Estate
Experience
Redvision August 2007 - Present
Franklin Templeton Investments September 1995 - December 2006
Skills
Customer Service, Financial Analysis, Risk Management, Analysis, Real Estate, Microsoft Excel, Process Improvement, Team Building, Investments, Mutual Funds
Education
St. Petersburg College 1982 — 1984
Redvision August 2007 - Present
Franklin Templeton Investments September 1995 - December 2006
Skills
Customer Service, Financial Analysis, Risk Management, Analysis, Real Estate, Microsoft Excel, Process Improvement, Team Building, Investments, Mutual Funds
Education
St. Petersburg College 1982 — 1984
Leslie Salas's Franklin Templeton Investments Experience October 2014 - Present
Job Tax Reporting Supervisor at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2014 - Present
Franklin Templeton Investments December 2012 - October 2014
Franklin Templeton Investments April 2008 - October 2014
Skills
SDLC, Business Analysis, Visio, Requirements Analysis, Process Improvement, PMO, Vendor Management, Quality Center, Risk Management, Project Management, Change Management, Program Management, Talent Acquisition, User Acceptance Testing, Business Process..., Business Process
Education
Gaither High School 2004 — 2007
High School Diploma
St. Petersburg College
Franklin Templeton Investments October 2014 - Present
Franklin Templeton Investments December 2012 - October 2014
Franklin Templeton Investments April 2008 - October 2014
Skills
SDLC, Business Analysis, Visio, Requirements Analysis, Process Improvement, PMO, Vendor Management, Quality Center, Risk Management, Project Management, Change Management, Program Management, Talent Acquisition, User Acceptance Testing, Business Process..., Business Process
Education
Gaither High School 2004 — 2007
High School Diploma
St. Petersburg College
Cindy Bellinger's Franklin Templeton Investments Experience 2002 - 2012
Job Agency Services American Strategic Insurance
Industry Investment Management
Experience
ASI™ January 2013 - Present
Franklin Templeton Investments 2002 - 2012
Borders 2000 - 2002
Allstate 1987 - 2000
Skills
Equities, Hedge Funds, Investments, Asset Management, Fixed Income, Bloomberg, Alternative Investments, Valuation, Financial Modeling, Capital Markets, Portfolio Management, Fund Accounting, Financial Analysis, Private Equity, Equity Research, Securities, Derivatives, Investment Banking, Asset Allocation
Education
St. Petersburg College 2007 — 2012
Bachelor's degree, Humanities/Humanistic Studies
ASI™ January 2013 - Present
Franklin Templeton Investments 2002 - 2012
Borders 2000 - 2002
Allstate 1987 - 2000
Skills
Equities, Hedge Funds, Investments, Asset Management, Fixed Income, Bloomberg, Alternative Investments, Valuation, Financial Modeling, Capital Markets, Portfolio Management, Fund Accounting, Financial Analysis, Private Equity, Equity Research, Securities, Derivatives, Investment Banking, Asset Allocation
Education
St. Petersburg College 2007 — 2012
Bachelor's degree, Humanities/Humanistic Studies
Subbareddy Singana's Franklin Templeton Investments Experience September 2004 - May 2008
Job LeadSystemsAnalyst@Broadridge
Industry Computer Software
Experience
Broadridge Financial Solutions May 2010 - Present
UPS June 2008 - May 2010
Franklin Templeton Investments September 2004 - May 2008
Knack Systems September 2002 - August 2004
Skills
SOA, Design Patterns, Core Java, Java Enterprise Edition, JDBC, CSS, JSP, Servlets, Hibernate, Spring, IBM iSeries, Struts, Web Services, Websphere, XML, SoapUI, Interfaces, IBM MQ, JMS, Financial Services, Clearing Houses, COBOL, RPG, JavaScript, Shell Scripting, Oracle, SQL, PL/SQL, DB2
Education
Sri Krishnadevaraya University 2000 — 2002
Master's degree, Computer Science
Broadridge Financial Solutions May 2010 - Present
UPS June 2008 - May 2010
Franklin Templeton Investments September 2004 - May 2008
Knack Systems September 2002 - August 2004
Skills
SOA, Design Patterns, Core Java, Java Enterprise Edition, JDBC, CSS, JSP, Servlets, Hibernate, Spring, IBM iSeries, Struts, Web Services, Websphere, XML, SoapUI, Interfaces, IBM MQ, JMS, Financial Services, Clearing Houses, COBOL, RPG, JavaScript, Shell Scripting, Oracle, SQL, PL/SQL, DB2
Education
Sri Krishnadevaraya University 2000 — 2002
Master's degree, Computer Science
Terry Rockfield's Franklin Templeton Investments Experience January 1999 - Present
Job Sr. Software Engineer at Franklin Templeton Investments
Industry Information Services
Experience
Franklin Templeton Investments January 1999 - Present
IBM Global Services December 1996 - June 1998
Prudential Assurance September 1995 - December 1997
AEGON December 1992 - September 1995
Skills
Easytrieve, Fileaid, JCL, IBM Mainframe, SDLC, Unix, COBOL, DB2, Oracle, SQL, Requirements Analysis, Unix Shell Scripting, Serena Changeman, Quality Center, Weblogic, Disaster Recovery
Education
St. Petersburg College
AA, Technology Management
Franklin Templeton Investments January 1999 - Present
IBM Global Services December 1996 - June 1998
Prudential Assurance September 1995 - December 1997
AEGON December 1992 - September 1995
Skills
Easytrieve, Fileaid, JCL, IBM Mainframe, SDLC, Unix, COBOL, DB2, Oracle, SQL, Requirements Analysis, Unix Shell Scripting, Serena Changeman, Quality Center, Weblogic, Disaster Recovery
Education
St. Petersburg College
AA, Technology Management
Christa Master's Franklin Templeton Investments Experience August 2001 - September 2006
Job Account Director
Industry Education Management
Experience
Practice Point Communications January 2011 - Present
Practice Point Communications March 2007 - January 2011
Practice Point Communications September 2006 - March 2007
Franklin Templeton Investments August 2001 - September 2006
Franklin Templeton Investments September 1999 - August 2001
Skills
Marketing, Marketing Communications, CRM, Digital Marketing, Marketing Strategy, Integrated Marketing, Direct Marketing, Social Media Marketing, Event Management, Event Planning, Microsoft Office, Public Relations, Public Speaking
Education
St. Petersburg College 1996 — 1999
AA
Practice Point Communications January 2011 - Present
Practice Point Communications March 2007 - January 2011
Practice Point Communications September 2006 - March 2007
Franklin Templeton Investments August 2001 - September 2006
Franklin Templeton Investments September 1999 - August 2001
Skills
Marketing, Marketing Communications, CRM, Digital Marketing, Marketing Strategy, Integrated Marketing, Direct Marketing, Social Media Marketing, Event Management, Event Planning, Microsoft Office, Public Relations, Public Speaking
Education
St. Petersburg College 1996 — 1999
AA
Raquel Camacho's Franklin Templeton Investments Experience March 2000 - Present
Job Operations Manager at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments March 2000 - Present
St. Bruno's Church July 2000 - May 2009
Bank of the West May 1988 - January 2000
Skills
Communication, Microsoft Office, Microsoft Word, Microsoft Excel, Quality Assurance, Qualitative Research, Quantitative Research, Charles River IMS, Microsoft Project, Visio, Cross-functional Team..., Financial Modeling, Process Improvement, Management
Education
Skyline College
Franklin Templeton Investments March 2000 - Present
St. Bruno's Church July 2000 - May 2009
Bank of the West May 1988 - January 2000
Skills
Communication, Microsoft Office, Microsoft Word, Microsoft Excel, Quality Assurance, Qualitative Research, Quantitative Research, Charles River IMS, Microsoft Project, Visio, Cross-functional Team..., Financial Modeling, Process Improvement, Management
Education
Skyline College
Annie (Ho) Monro's Franklin Templeton Investments Experience July 2000 - December 2003
Job Account Manager Group Retirement Services at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial May 2013 - March 2014
Sun Life Financial November 2009 - May 2013
TRG Group Benefits & Pensions Inc. November 2007 - November 2009
Sun Life Financial January 2004 - October 2007
Franklin Templeton Investments July 2000 - December 2003
Vancity September 1997 - July 2000
Skills
Group Benefits, Retirement Services, Retirement Savings, Employee Benefits, Retirement, Pensions, Disability Insurance, Insurance, Wealth Management, Mutual Funds, Life Insurance
Education
Simon Fraser University 1992 — 1997
BBA, Human Resource Management & Marketing
Sun Life Financial May 2013 - March 2014
Sun Life Financial November 2009 - May 2013
TRG Group Benefits & Pensions Inc. November 2007 - November 2009
Sun Life Financial January 2004 - October 2007
Franklin Templeton Investments July 2000 - December 2003
Vancity September 1997 - July 2000
Skills
Group Benefits, Retirement Services, Retirement Savings, Employee Benefits, Retirement, Pensions, Disability Insurance, Insurance, Wealth Management, Mutual Funds, Life Insurance
Education
Simon Fraser University 1992 — 1997
BBA, Human Resource Management & Marketing
Lisa Leath's Franklin Templeton Investments Experience December 2005 - January 2009
Job Customer Account Liaison II at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial June 2010 - Present
Gastroenterology & Oncology Associates March 2009 - December 2009
Franklin Templeton Investments December 2005 - January 2009
Franklin Templeton Investments June 1996 - December 2005
Skills
Mutual Funds, Process Improvement, Financial Services, Customer Service, Team Building, CRM, Investments
Education
St. Petersburg College
Business
Raymond James Financial June 2010 - Present
Gastroenterology & Oncology Associates March 2009 - December 2009
Franklin Templeton Investments December 2005 - January 2009
Franklin Templeton Investments June 1996 - December 2005
Skills
Mutual Funds, Process Improvement, Financial Services, Customer Service, Team Building, CRM, Investments
Education
St. Petersburg College
Business
Lesley-Ann Gavin's Franklin Templeton Investments Experience March 2008 - July 2009
Job Nursing Student, 2nd Degree BSN
Industry Health, Wellness and Fitness
Experience
Natixis Global Associates August 2009 - June 2010
Franklin Templeton Investments March 2008 - July 2009
Sun Life Financial 2006 - 2007
Education
Simmons College 2010 — 2012
BSN, Nursing
Natixis Global Associates August 2009 - June 2010
Franklin Templeton Investments March 2008 - July 2009
Sun Life Financial 2006 - 2007
Education
Simmons College 2010 — 2012
BSN, Nursing
Jessica Cochran's Franklin Templeton Investments Experience December 2005 - Present
Job Transfer Agent, Senior Associate at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2005 - Present
Florida Craftmen April 2001 - April 2003
Education
St. Petersburg College 2008 — 2010
AA, Biology, Education, Pre-Law
Franklin Templeton Investments December 2005 - Present
Florida Craftmen April 2001 - April 2003
Education
St. Petersburg College 2008 — 2010
AA, Biology, Education, Pre-Law
Matthew Winters's Franklin Templeton Investments Experience August 2005 - Present
Job Internal Wholesaler at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2005 - Present
Franklin Templeton Investments June 2005 - December 2010
Burger King Corporation 1998 - 2005
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Investments, Microsoft Office, Series 63, Sales, Asset Management, Financial Services, Portfolio Management
Education
St. Petersburg College 1990 — 1994
Bachelor of Business Administration (B.B.A.)
Franklin Templeton Investments August 2005 - Present
Franklin Templeton Investments June 2005 - December 2010
Burger King Corporation 1998 - 2005
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Investments, Microsoft Office, Series 63, Sales, Asset Management, Financial Services, Portfolio Management
Education
St. Petersburg College 1990 — 1994
Bachelor of Business Administration (B.B.A.)
Sateesh Konidala's Franklin Templeton Investments Experience 2006 - Present
Job
Industry
Experience
Franklin Templeton Investments 2006 - Present
Innova Solutions January 2003 - June 2006
Education
Sri Krishnadevaraya University 1995 — 1998
MCA, Computers
Sri Venkateswara University 1992 — 1995
BSC, Computers
Franklin Templeton Investments 2006 - Present
Innova Solutions January 2003 - June 2006
Education
Sri Krishnadevaraya University 1995 — 1998
MCA, Computers
Sri Venkateswara University 1992 — 1995
BSC, Computers
David Perryman's Franklin Templeton Investments Experience September 2005 - March 2007
Job Accountant at Tripp Scott, P.A.
Industry Law Practice
Experience
Tripp Scott, P.A. March 2007 - Present
Franklin Templeton Investments September 2005 - March 2007
Skills
Accounting, Fund Accounting, Accounts Payable, Accounts Receivable, Financial Statements, Account Reconciliation, Financial Reporting, Fund Administration, Variance Analysis, General Ledger, Fund Of Funds, Financial Analysis
Education
Northwood University 2004 — 2005
BA, Accounting
Sheridan College 2000 — 2003
Associates, Accounting
Tripp Scott, P.A. March 2007 - Present
Franklin Templeton Investments September 2005 - March 2007
Skills
Accounting, Fund Accounting, Accounts Payable, Accounts Receivable, Financial Statements, Account Reconciliation, Financial Reporting, Fund Administration, Variance Analysis, General Ledger, Fund Of Funds, Financial Analysis
Education
Northwood University 2004 — 2005
BA, Accounting
Sheridan College 2000 — 2003
Associates, Accounting
Lydia Pinto's Franklin Templeton Investments Experience April 2013 - Present
Job Administration Assistant
Industry Education Management
Experience
Franklin Templeton Investments April 2013 - Present
TCDSB 2001 - 2012
Kuwait National Petroleum Co (KNPC) 1980 - 2001
Atlas Copco March 1976 - January 1980
Skills
Microsoft Office 2007, Excel, Word, Microsoft Outlook, Access, PowerPoint, Microsoft Office..., Trillum - student..., SAP- Purchase &..., Customer Relations, Customer Service, Shorthand, Typing, General Office Duties, Telephone Skills, Outlook, Software, SAP, Materials, Administrative..., Time Management, Office Management, Microsoft Office, System Administration, Microsoft Excel, Recruiting, Teamwork, Employee Relations, Research, Management, Microsoft Word, Event Management, Resume Writing, Interviews, Coaching, Training, Data Entry, Hiring, New Hire Orientations, Office Administration, Leadership, Performance Management, Onboarding, Human Resources, Organizational..., Team Leadership, Teaching, Employee Engagement, HRIS, Policy
Education
St. Xavier's College
Bachelor of Arts (Hons), Psychology
Davars College of Commerce 1974 — 1975
Diploma in Secretarial Practice
St. Anthony's High School
Franklin Templeton Investments April 2013 - Present
TCDSB 2001 - 2012
Kuwait National Petroleum Co (KNPC) 1980 - 2001
Atlas Copco March 1976 - January 1980
Skills
Microsoft Office 2007, Excel, Word, Microsoft Outlook, Access, PowerPoint, Microsoft Office..., Trillum - student..., SAP- Purchase &..., Customer Relations, Customer Service, Shorthand, Typing, General Office Duties, Telephone Skills, Outlook, Software, SAP, Materials, Administrative..., Time Management, Office Management, Microsoft Office, System Administration, Microsoft Excel, Recruiting, Teamwork, Employee Relations, Research, Management, Microsoft Word, Event Management, Resume Writing, Interviews, Coaching, Training, Data Entry, Hiring, New Hire Orientations, Office Administration, Leadership, Performance Management, Onboarding, Human Resources, Organizational..., Team Leadership, Teaching, Employee Engagement, HRIS, Policy
Education
St. Xavier's College
Bachelor of Arts (Hons), Psychology
Davars College of Commerce 1974 — 1975
Diploma in Secretarial Practice
St. Anthony's High School
Patrick Chammas's Franklin Templeton Investments Experience April 2014 - Present
Job Research Associate at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2014 - Present
Franklin Templeton Investments March 2012 - March 2014
CustomHedge Portfolio Solutions August 2010 - December 2011
Dolby Laboratories Inc June 2009 - August 2009
Hilton Hotels Corporation June 2006 - July 2006
Skills
Asset Management, Portfolio Management, Business Development, Financial Modeling, Bloomberg, Valuation, Negotiation, Financial Analysis, Investments, Equities, Alternative Investments, Due Diligence, Finance, Mutual Funds, Asset Allocation, Hedge Funds, Fixed Income, Wealth Management, Risk Management
Education
Southern Methodist University 2006 — 2010
Bachelor of Business Administration, Finance
Crystal Springs Uplands School 1999 — 2006
Franklin Templeton Investments April 2014 - Present
Franklin Templeton Investments March 2012 - March 2014
CustomHedge Portfolio Solutions August 2010 - December 2011
Dolby Laboratories Inc June 2009 - August 2009
Hilton Hotels Corporation June 2006 - July 2006
Skills
Asset Management, Portfolio Management, Business Development, Financial Modeling, Bloomberg, Valuation, Negotiation, Financial Analysis, Investments, Equities, Alternative Investments, Due Diligence, Finance, Mutual Funds, Asset Allocation, Hedge Funds, Fixed Income, Wealth Management, Risk Management
Education
Southern Methodist University 2006 — 2010
Bachelor of Business Administration, Finance
Crystal Springs Uplands School 1999 — 2006
Michael Light's Franklin Templeton Investments Experience May 2001 - August 2001
Job Director of Purchasing & Operational Support
Industry Consumer Goods
Experience
Romanoff Renovations 2013 - Present
Premier Care in Bathing December 2005 - March 2013
Home Depot Refacing Services - MASCO Corporation November 2002 - November 2005
Franklin Templeton Investments May 2001 - August 2001
Federated Investors, Inc. April 1999 - August 2000
G7 Group June 1995 - March 1999
Skills
Strategy, Management, Leadership, Competitive Analysis, Process Improvement, Forecasting, Training, Project Management, Budgets, Strategic Planning, Marketing, Program Management, Product Development, Six Sigma, CRM, Sales, Analysis, Start-ups, Sales Management, Negotiation, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Outlook
Education
Southern Methodist University - Cox School of Business 2000 — 2002
MBA, Operations, Strategic Business Analysis
The American University 1989 — 2002
BA, Political Science
Lower Merion High School
Romanoff Renovations 2013 - Present
Premier Care in Bathing December 2005 - March 2013
Home Depot Refacing Services - MASCO Corporation November 2002 - November 2005
Franklin Templeton Investments May 2001 - August 2001
Federated Investors, Inc. April 1999 - August 2000
G7 Group June 1995 - March 1999
Skills
Strategy, Management, Leadership, Competitive Analysis, Process Improvement, Forecasting, Training, Project Management, Budgets, Strategic Planning, Marketing, Program Management, Product Development, Six Sigma, CRM, Sales, Analysis, Start-ups, Sales Management, Negotiation, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Outlook
Education
Southern Methodist University - Cox School of Business 2000 — 2002
MBA, Operations, Strategic Business Analysis
The American University 1989 — 2002
BA, Political Science
Lower Merion High School
Chauncey Lufkin, III's Franklin Templeton Investments Experience April 1997 - January 2004
Job President & CEO, Lufkin Advisors, LLC
Industry Financial Services
Experience
Lufkin Advisors, LLC February 2004 - Present
Franklin Templeton Investments April 1997 - January 2004
Franklin Templeton Investments February 1992 - April 1997
Security Pacific Merchant Bank June 1985 - November 1989
Manufacturers Hanover Trust June 1981 - June 1985
Skills
Leveraged Finance, Debt, Hedge Funds, LBO, Alternative Investments, High Yield Bonds, Structured Credit, Distressed Debt, Senior Secured Bank..., Restructured Equities, Portfolio Management, Bank Loan Origination, Syndications, Equities, Credit, Loans, Fixed Income, Investments, Finance, Trading, Structured Products, Private Equity, Capital Markets, Emerging Markets, Funding, High Yield, Mergers & Acquisitions, Credit Risk, Investment Banking, Asset Management, Mutual Funds, Financial Markets, Bonds, Securities, Structured Finance, Bloomberg
Education
Saint Lawrence University
BA, History/Economics
Lufkin Advisors, LLC February 2004 - Present
Franklin Templeton Investments April 1997 - January 2004
Franklin Templeton Investments February 1992 - April 1997
Security Pacific Merchant Bank June 1985 - November 1989
Manufacturers Hanover Trust June 1981 - June 1985
Skills
Leveraged Finance, Debt, Hedge Funds, LBO, Alternative Investments, High Yield Bonds, Structured Credit, Distressed Debt, Senior Secured Bank..., Restructured Equities, Portfolio Management, Bank Loan Origination, Syndications, Equities, Credit, Loans, Fixed Income, Investments, Finance, Trading, Structured Products, Private Equity, Capital Markets, Emerging Markets, Funding, High Yield, Mergers & Acquisitions, Credit Risk, Investment Banking, Asset Management, Mutual Funds, Financial Markets, Bonds, Securities, Structured Finance, Bloomberg
Education
Saint Lawrence University
BA, History/Economics
Joseph Connors's Franklin Templeton Investments Experience November 2010 - December 2013
Job Consultant at Lionpoint Group
Industry Information Technology and Services
Experience
Lionpoint Group January 2014 - Present
Franklin Templeton Investments November 2010 - December 2013
Socopa Correctora Paulista July 2010 - October 2010
Sturm, Ruger, and Company, Inc May 2009 - August 2009
Silver Spring Country Club May 2008 - August 2008
Balducci's Market June 2007 - August 2007
Balducci's July 2006 - August 2006
Skills
eFront - FrontInvest..., Business Analysis, Family Office, Real Estate, Private Equity, Microsoft Excel, Portfolio Management, Financial Statements, Invoicing, Analytics
Education
Siena College 2006 — 2010
Bachelor of Science, Accounting
Ridgefield High School 2002 — 2006
High School Diploma, College Prep
Lionpoint Group January 2014 - Present
Franklin Templeton Investments November 2010 - December 2013
Socopa Correctora Paulista July 2010 - October 2010
Sturm, Ruger, and Company, Inc May 2009 - August 2009
Silver Spring Country Club May 2008 - August 2008
Balducci's Market June 2007 - August 2007
Balducci's July 2006 - August 2006
Skills
eFront - FrontInvest..., Business Analysis, Family Office, Real Estate, Private Equity, Microsoft Excel, Portfolio Management, Financial Statements, Invoicing, Analytics
Education
Siena College 2006 — 2010
Bachelor of Science, Accounting
Ridgefield High School 2002 — 2006
High School Diploma, College Prep
Chad Canaynay's Franklin Templeton Investments Experience May 2014 - Present
Job Business Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments May 2014 - Present
Franklin Templeton Investments October 2005 - Present
Circuit City February 2005 - October 2005
US Army July 1998 - February 2005
Florida National Guard July 1998 - February 2005
Skills
Customer Service, Leadership, Management, Troubleshooting, Team Leadership, Team Building, Networking, CRM, Process Improvement, Strategic Planning, Six Sigma, Training, Analysis, Risk Management, Call Centers, Microsoft Office, SharePoint, Financial Services, Business Analysis, Mutual Funds, Investments
Education
University of Phoenix 2012 — 2017
Master's degree, Management Information Systems and Services
St. Petersburg College 2005 — 2010
TECH MANAGEMENT, MANAGEMENT
St. Petersburg College 2011 — 2011
Lean Six Sigma, Engineering
St. Petersburg College 2010 — 2011
Computer technician certificat, Information Technology
Franklin Templeton Investments May 2014 - Present
Franklin Templeton Investments October 2005 - Present
Circuit City February 2005 - October 2005
US Army July 1998 - February 2005
Florida National Guard July 1998 - February 2005
Skills
Customer Service, Leadership, Management, Troubleshooting, Team Leadership, Team Building, Networking, CRM, Process Improvement, Strategic Planning, Six Sigma, Training, Analysis, Risk Management, Call Centers, Microsoft Office, SharePoint, Financial Services, Business Analysis, Mutual Funds, Investments
Education
University of Phoenix 2012 — 2017
Master's degree, Management Information Systems and Services
St. Petersburg College 2005 — 2010
TECH MANAGEMENT, MANAGEMENT
St. Petersburg College 2011 — 2011
Lean Six Sigma, Engineering
St. Petersburg College 2010 — 2011
Computer technician certificat, Information Technology
Lillibell Gorousingh's Franklin Templeton Investments Experience January 1994 - October 1998
Job Investment/Banking
Industry Investment Management
Experience
HSN October 2008 - August 2013
McEwan Wealth Managment Inc January 2008 - September 2010
Nielsen Media Research September 2002 - April 2008
Invest Financial October 2007 - January 2008
UBS March 2001 - May 2007
Invest Financial October 1998 - July 1999
Franklin Templeton Investments January 1994 - October 1998
Skills
Customer Service, Teamwork, Call Center, Outlook, Team Leadership, Team Building, Investments, Sales, Administrative..., Microsoft Excel, PowerPoint, Microsoft Word
Education
St. Petersburg College 2011 — 2014
Current Student, Business Administration and Management, General
Taylor Business Institute 1984 — 1985
Certificate, Secretarial Science
HSN October 2008 - August 2013
McEwan Wealth Managment Inc January 2008 - September 2010
Nielsen Media Research September 2002 - April 2008
Invest Financial October 2007 - January 2008
UBS March 2001 - May 2007
Invest Financial October 1998 - July 1999
Franklin Templeton Investments January 1994 - October 1998
Skills
Customer Service, Teamwork, Call Center, Outlook, Team Leadership, Team Building, Investments, Sales, Administrative..., Microsoft Excel, PowerPoint, Microsoft Word
Education
St. Petersburg College 2011 — 2014
Current Student, Business Administration and Management, General
Taylor Business Institute 1984 — 1985
Certificate, Secretarial Science
Rachel Nogare's Franklin Templeton Investments Experience April 2015 - Present
Job
Industry Financial Services
Experience
Franklin Templeton Investments April 2015 - Present
Franklin Templeton Investments February 2011 - March 2015
Republic Services November 2010 - December 2010
KemperSports Management May 2009 - August 2009
Education
Golden Gate University 2013 — 2016
Master of Science (M.S.)
Sonoma State University 2006 — 2010
Bachelor of Science
Franklin Templeton Investments April 2015 - Present
Franklin Templeton Investments February 2011 - March 2015
Republic Services November 2010 - December 2010
KemperSports Management May 2009 - August 2009
Education
Golden Gate University 2013 — 2016
Master of Science (M.S.)
Sonoma State University 2006 — 2010
Bachelor of Science
Craig Brownell's Franklin Templeton Investments Experience 1998 - 2004
Job Owner, PanOptic Capital Management
Industry Investment Management
Experience
PanOptic Capital Management March 2010 - Present
Vermillion Asset Management LLC February 2009 - March 2010
Muirfield Capital Management May 2005 - December 2008
GAM August 2004 - May 2005
Franklin Templeton Investments 1998 - 2004
Sanford C. Bernstein March 1994 - November 1997
Skills
Equities, Hedge Funds, Portfolio Management, Alternative Investments, Asset Management, Investment Strategies, Asset Allocation, Mutual Funds, Investments, Investment Advisory, Derivatives, Fund Of Funds, Securities, Valuation, Capital Markets, Financial Markets, Emerging Markets
Education
University at Albany 1990 — 1992
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Siena College 1982 — 1986
Bachelor of Science (B.Sc.), Accounting and Finance
PanOptic Capital Management March 2010 - Present
Vermillion Asset Management LLC February 2009 - March 2010
Muirfield Capital Management May 2005 - December 2008
GAM August 2004 - May 2005
Franklin Templeton Investments 1998 - 2004
Sanford C. Bernstein March 1994 - November 1997
Skills
Equities, Hedge Funds, Portfolio Management, Alternative Investments, Asset Management, Investment Strategies, Asset Allocation, Mutual Funds, Investments, Investment Advisory, Derivatives, Fund Of Funds, Securities, Valuation, Capital Markets, Financial Markets, Emerging Markets
Education
University at Albany 1990 — 1992
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Siena College 1982 — 1986
Bachelor of Science (B.Sc.), Accounting and Finance
Kelly Annenos's Franklin Templeton Investments Experience January 1998 - May 2000
Job Director of Client Services at Csenge Advisory Group
Industry Financial Services
Experience
Csenge Advisory Group October 2003 - Present
Earl & Associates May 2000 - October 2003
Franklin Templeton Investments January 1998 - May 2000
Education
St. Petersburg College
AA, General
Csenge Advisory Group October 2003 - Present
Earl & Associates May 2000 - October 2003
Franklin Templeton Investments January 1998 - May 2000
Education
St. Petersburg College
AA, General
Wendy Jennings's Franklin Templeton Investments Experience May 1992 - May 1995
Job President at ACORN Recovery Institute
Industry Venture Capital & Private Equity
Experience
Island Capital Partners PresidentACORN Recovery InstituteJanuary 2014 - Present
Franklin Templeton Investments May 1992 - May 1995
Fingerhut Corporation August 1990 - April 1992
Education
St. Olaf College 1986 — 1990
B.A., Economics and Accounting
Island Capital Partners PresidentACORN Recovery InstituteJanuary 2014 - Present
Franklin Templeton Investments May 1992 - May 1995
Fingerhut Corporation August 1990 - April 1992
Education
St. Olaf College 1986 — 1990
B.A., Economics and Accounting
Cheri Gomez's Franklin Templeton Investments Experience May 1993 - March 1999
Job Senior Patent Paralegal at Life Technologies
Industry Biotechnology
Experience
Life Technologies June 2000 - Present
Franklin Templeton Investments May 1993 - March 1999
Whitmore Johnson & Bolanos September 1991 - May 1993
Education
Skyline College
Associate of Arts, Business & Paralegal Studies
Life Technologies June 2000 - Present
Franklin Templeton Investments May 1993 - March 1999
Whitmore Johnson & Bolanos September 1991 - May 1993
Education
Skyline College
Associate of Arts, Business & Paralegal Studies
Santosh CGA's Franklin Templeton Investments Experience May 2008 - Present
Job Financial Services Professional Financial & Regulatory reporting
Industry Financial Services
Experience
Franklin Templeton Investments May 2008 - Present
CIBC Mellon April 1999 - May 2008
Henkel Adhesives Technologies India Pvt. Ltd October 1997 - December 1998
Skills
Regulatory Reporting, Financial Reporting, IFRS, OSFI, OSC, MFDA, Board Reporting, Budgeting, Financial Statements, Basel II, Strategic Thinking, Collaborative Working
Education
St. Xavier's College
Bachelor of Commerce (B.Com.)
Franklin Templeton Investments May 2008 - Present
CIBC Mellon April 1999 - May 2008
Henkel Adhesives Technologies India Pvt. Ltd October 1997 - December 1998
Skills
Regulatory Reporting, Financial Reporting, IFRS, OSFI, OSC, MFDA, Board Reporting, Budgeting, Financial Statements, Basel II, Strategic Thinking, Collaborative Working
Education
St. Xavier's College
Bachelor of Commerce (B.Com.)
gertrude consunto's Franklin Templeton Investments Experience April 2004 - March 2011
Job Payroll Specialist/Admin Assistant
Industry Investment Management
Experience
San Bruno Park Elementary School November 2012 - Present
California Long Term Care Insurance Services October 2011 - November 2012
Franklin Templeton Investment April 2004 - March 2011
Franklin Templeton Investment April 2004 - March 2011
Franklin Templeton Investments April 2004 - March 2011
ACSIA Insurance Services October 1995 - January 2001
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, ProBusiness, eTime Management, Strong keyboarding, Peoplesoft, Outlook, Administrative..., Payroll Services, Long Term Care Insurance, Filing system, New Hire Processes, printing manual checks, Document Review, Special projects, Projects, ADP Payroll, PeopleSoft, Time Management
Education
San Mateo Adult School 2011 — 2012
Modern Office Technology, Microsoft Word / Ecxel / Powerpoint / Quickbook / Access
Skyline College 2001 — 2002
Pharmacy Technician, Pharmacy Technician/Assistant
University of the East 1982 — 1986
B S Secretarial Administration, Office Management and Supervision
San Bruno Park Elementary School November 2012 - Present
California Long Term Care Insurance Services October 2011 - November 2012
Franklin Templeton Investment April 2004 - March 2011
Franklin Templeton Investment April 2004 - March 2011
Franklin Templeton Investments April 2004 - March 2011
ACSIA Insurance Services October 1995 - January 2001
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, ProBusiness, eTime Management, Strong keyboarding, Peoplesoft, Outlook, Administrative..., Payroll Services, Long Term Care Insurance, Filing system, New Hire Processes, printing manual checks, Document Review, Special projects, Projects, ADP Payroll, PeopleSoft, Time Management
Education
San Mateo Adult School 2011 — 2012
Modern Office Technology, Microsoft Word / Ecxel / Powerpoint / Quickbook / Access
Skyline College 2001 — 2002
Pharmacy Technician, Pharmacy Technician/Assistant
University of the East 1982 — 1986
B S Secretarial Administration, Office Management and Supervision
Kathryn McGinnis's Franklin Templeton Investments Experience April 2012 - Present
Job Business Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2012 - Present
Franklin Templeton Investments December 2007 - April 2012
Franklin Templeton Investments March 2006 - December 2007
Franklin Templeton Investments December 2002 - March 2006
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Financial Analysis, Business Requirements, Visio, Business Intelligence, Vendor Management, Risk Management, Process Improvement, User Acceptance Testing, PMO, Financial Services, Customer Service, Mutual Funds
Education
St. Petersburg College
Bachelor of Science (BS), Business Administration and Management, General
Franklin Templeton Investments April 2012 - Present
Franklin Templeton Investments December 2007 - April 2012
Franklin Templeton Investments March 2006 - December 2007
Franklin Templeton Investments December 2002 - March 2006
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Financial Analysis, Business Requirements, Visio, Business Intelligence, Vendor Management, Risk Management, Process Improvement, User Acceptance Testing, PMO, Financial Services, Customer Service, Mutual Funds
Education
St. Petersburg College
Bachelor of Science (BS), Business Administration and Management, General
Robert DeGan's Franklin Templeton Investments Experience December 1999 - December 2001
Job Retail Banking Operational Leader
Industry Financial Services
Experience
First Tech Federal Credit Union March 2010 - Present
Addison Avenue Federal Credit Union December 2001 - March 2010
Franklin Templeton Investments December 1999 - December 2001
Franklin Templeton Investments April 1997 - December 1999
American General Financial November 1994 - April 1997
Skills
OSI, Banking, Credit Unions, Vendor Management, Branch Banking, Branch Operation, Loans, Disaster Recovery, Project Management, Change Management, Financial Regulation, Retail Banking, Process Automation, Process Improvement, Leadership, Salesforce Training, CRM, Knowledge Base, International..., Visio, Regression Testing, IRAs, SharePoint, Retirement Planning, Trust Management, I3, Business Continuity, Credit, Consumer Lending
Education
St. Ambrose University 1992 — 1994
Bachelor of Arts (B.A.), Sports Management
First Tech Federal Credit Union March 2010 - Present
Addison Avenue Federal Credit Union December 2001 - March 2010
Franklin Templeton Investments December 1999 - December 2001
Franklin Templeton Investments April 1997 - December 1999
American General Financial November 1994 - April 1997
Skills
OSI, Banking, Credit Unions, Vendor Management, Branch Banking, Branch Operation, Loans, Disaster Recovery, Project Management, Change Management, Financial Regulation, Retail Banking, Process Automation, Process Improvement, Leadership, Salesforce Training, CRM, Knowledge Base, International..., Visio, Regression Testing, IRAs, SharePoint, Retirement Planning, Trust Management, I3, Business Continuity, Credit, Consumer Lending
Education
St. Ambrose University 1992 — 1994
Bachelor of Arts (B.A.), Sports Management
Lizett Portillo's Franklin Templeton Investments Experience November 2013 - Present
Job Legal Administrative Assistant
Industry Investment Banking
Experience
Franklin Templeton Investments November 2013 - Present
Delta Star Inc. 2012 - Present
Pitney Bowes February 2011 - April 2013
Banco Agricola March 2008 - February 2010
Scotiabank August 2000 - July 2007
Skills
MS Office (Word,..., Finance and banking...
Education
Skyline College 2009 — 2012
Associate of Science (AS), Legal Administrative Assistant/Secretary
Seminar of Federal Litigation calendaring and procedures 2013 — 2013
Electronic Filing of New Civil Cases Training Class 2013 — 2013
Elite seminar in customer service training, El Salvador 2004 — 2004
Franklin Templeton Investments November 2013 - Present
Delta Star Inc. 2012 - Present
Pitney Bowes February 2011 - April 2013
Banco Agricola March 2008 - February 2010
Scotiabank August 2000 - July 2007
Skills
MS Office (Word,..., Finance and banking...
Education
Skyline College 2009 — 2012
Associate of Science (AS), Legal Administrative Assistant/Secretary
Seminar of Federal Litigation calendaring and procedures 2013 — 2013
Electronic Filing of New Civil Cases Training Class 2013 — 2013
Elite seminar in customer service training, El Salvador 2004 — 2004
Philip Mugavero's Franklin Templeton Investments Experience Assistant Store ManagerECKERD DRUG COJanuary 1987 - April 1991
Job Tranfer Agent at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments Assistant Store ManagerECKERD DRUG COJanuary 1987 - April 1991
Skills
Customer Service, Microsoft Office
Education
St. Petersburg College 1993 — 1995
Associate's degree, Communication and Media Studies
Franklin Templeton Investments Assistant Store ManagerECKERD DRUG COJanuary 1987 - April 1991
Skills
Customer Service, Microsoft Office
Education
St. Petersburg College 1993 — 1995
Associate's degree, Communication and Media Studies
Brad Rivera's Franklin Templeton Investments Experience June 2006 - Present
Job Senior Research Analyst at Franklin Templeton Investments
Industry Information Technology and Services
Experience
Franklin Templeton Investments June 2006 - Present
Franklin Templeton Investments May 2000 - June 2006
Franklin Templeton Investments May 1999 - May 2000
NEC Electronics February 1997 - March 1999
Software, ETC. October 1995 - January 1997
Skills
Microsoft Office, Microsoft Word, Analysis, Financial Analysis, Business Analysis, SQL, Sales, Investments, Customer Service, Process Improvement, Programming, PHP, JavaScript, Visual Basic, Java, Visual C++, MySQL, Networking
Education
Sierra College
Computer Software Engineering
Franklin Templeton Investments June 2006 - Present
Franklin Templeton Investments May 2000 - June 2006
Franklin Templeton Investments May 1999 - May 2000
NEC Electronics February 1997 - March 1999
Software, ETC. October 1995 - January 1997
Skills
Microsoft Office, Microsoft Word, Analysis, Financial Analysis, Business Analysis, SQL, Sales, Investments, Customer Service, Process Improvement, Programming, PHP, JavaScript, Visual Basic, Java, Visual C++, MySQL, Networking
Education
Sierra College
Computer Software Engineering
Vanguard
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments