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
Maria Clem Sell, CA(SA) Maria Clem Sell, CA(SA)'s Franklin Templeton Investments Experience April 2014 - Present
Job Director Global Accounting Policy and Research at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments April 2014 - Present
Transamerica April 2013 - April 2014
Transamerica April 2012 - April 2014
J.P. Morgan February 2010 - March 2012
PricewaterhouseCoopers January 2000 - February 2010
Skills
Financial Reporting, Investments, Internal Controls, Financial Analysis, Equities, Financial Audits, Sarbanes-Oxley, Accounting, Financial Modeling, SEC filings, US GAAP, Financial Services, Due Diligence, Financial Planning, SEC Filings, Finance, Mutual Funds, Sarbanes-Oxley Act
Education
University of Cape Town
University of South Africa/Universiteit van Suid-Afrika
University of Stellenbosch
Franklin Templeton Investments April 2014 - Present
Transamerica April 2013 - April 2014
Transamerica April 2012 - April 2014
J.P. Morgan February 2010 - March 2012
PricewaterhouseCoopers January 2000 - February 2010
Skills
Financial Reporting, Investments, Internal Controls, Financial Analysis, Equities, Financial Audits, Sarbanes-Oxley, Accounting, Financial Modeling, SEC filings, US GAAP, Financial Services, Due Diligence, Financial Planning, SEC Filings, Finance, Mutual Funds, Sarbanes-Oxley Act
Education
University of Cape Town
University of South Africa/Universiteit van Suid-Afrika
University of Stellenbosch
Victoria Penfield, CFA Victoria Penfield, CFA's Franklin Templeton Investments Experience October 2004 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Franklin Templeton Investments October 2004 - Present
Barclays Capital (Formerly Lehman Brothers) 1997 - 2002
JPMorgan Chase & Co. May 1996 - August 1996
Barclays Capital (Formerly Lehman Brothers) August 1992 - July 1995
Skills
Alternative Investments, Capital Markets, Hedge Funds, Investment Banking, Fixed Income, High Yield, Equities, Private Equity, Investments, Valuation, Credit Derivatives, Portfolio Management, Asset Management, Leveraged Finance, Distressed Debt, Credit, Credit Analysis, Leveraged Lending, Loans, Structured Products, Financial Analysis, Corporate Finance, LBO, Structured Finance, Mergers & Acquisitions, Securities, Due Diligence, Chartered Financial..., Philanthropy, Venture Philanthropy, Global Finance, International Finance, Series 7, Financial Structuring
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration (MBA), Finance and Strategic Management
Stanford University 1988 — 1992
Bachelor of Arts (BA), International Relations and Affairs, Honors
Franklin Templeton Investments October 2004 - Present
Barclays Capital (Formerly Lehman Brothers) 1997 - 2002
JPMorgan Chase & Co. May 1996 - August 1996
Barclays Capital (Formerly Lehman Brothers) August 1992 - July 1995
Skills
Alternative Investments, Capital Markets, Hedge Funds, Investment Banking, Fixed Income, High Yield, Equities, Private Equity, Investments, Valuation, Credit Derivatives, Portfolio Management, Asset Management, Leveraged Finance, Distressed Debt, Credit, Credit Analysis, Leveraged Lending, Loans, Structured Products, Financial Analysis, Corporate Finance, LBO, Structured Finance, Mergers & Acquisitions, Securities, Due Diligence, Chartered Financial..., Philanthropy, Venture Philanthropy, Global Finance, International Finance, Series 7, Financial Structuring
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration (MBA), Finance and Strategic Management
Stanford University 1988 — 1992
Bachelor of Arts (BA), International Relations and Affairs, Honors
Darlene Alvarez Darlene Alvarez's Franklin Templeton Investments Experience 2001 - 2003
Job Seligman investments/Columbia Asset Management
Industry Financial Services
Experience
Columbia Management September 2006 - Present
Franklin Templeton Investments 2001 - 2003
LiveCapital June 1999 - April 2001
Skills
Administrative..., Financial Services, Lotus Notes, Outlook, Microsoft Excel, Spreadsheets, PeopleSoft, Investments, PowerPoint, Office Management, Travel Arrangements, Calendaring, Calendars, Expense Reports, Executive Level..., Confidentiality, Public Speaking
Education
The Philippine Women's University 1989 — 1992
Bachelor of Nutrition & Dietetics
Columbia Management September 2006 - Present
Franklin Templeton Investments 2001 - 2003
LiveCapital June 1999 - April 2001
Skills
Administrative..., Financial Services, Lotus Notes, Outlook, Microsoft Excel, Spreadsheets, PeopleSoft, Investments, PowerPoint, Office Management, Travel Arrangements, Calendaring, Calendars, Expense Reports, Executive Level..., Confidentiality, Public Speaking
Education
The Philippine Women's University 1989 — 1992
Bachelor of Nutrition & Dietetics
Martin Cobb Martin Cobb's Franklin Templeton Investments Experience July 2009 - Present
Job EVP / Portfolio Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 2009 - Present
Franklin Templeton Investments December 2003 - June 2009
SVM Asset Management May 2002 - November 2003
First State Investments January 1998 - March 2002
Baillie Gifford September 1992 - December 1997
Skills
Equities, Portfolio Management, Hedge Funds, Fixed Income, Asset Allocation, Alternative Investments, Investment Strategies, Bloomberg, Mutual Funds, Equity Research, Derivatives, Investment Management, Asset Management, Bonds, Capital Markets, Financial Markets
Education
Edinburgh University 1988 — 1992
Bachelor of Science (BSc) with Honours, Mathematics
Franklin Templeton Investments July 2009 - Present
Franklin Templeton Investments December 2003 - June 2009
SVM Asset Management May 2002 - November 2003
First State Investments January 1998 - March 2002
Baillie Gifford September 1992 - December 1997
Skills
Equities, Portfolio Management, Hedge Funds, Fixed Income, Asset Allocation, Alternative Investments, Investment Strategies, Bloomberg, Mutual Funds, Equity Research, Derivatives, Investment Management, Asset Management, Bonds, Capital Markets, Financial Markets
Education
Edinburgh University 1988 — 1992
Bachelor of Science (BSc) with Honours, Mathematics
Brent Loder Brent Loder's Franklin Templeton Investments Experience September 2006 - Present
Job Portfolio Manager / Vice President at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 2006 - Present
Blum Capital Partners August 2001 - April 2004
Morgan Stanley January 1999 - June 2001
Skills
Financial Modeling, Hedge Funds, Investments, Equities
Education
Stanford Graduate School of Business 2004 — 2006
Master of Business Administration (MBA)
UCLA 1994 — 1998
Bachelor's degree, History
Las Lomas
Franklin Templeton Investments September 2006 - Present
Blum Capital Partners August 2001 - April 2004
Morgan Stanley January 1999 - June 2001
Skills
Financial Modeling, Hedge Funds, Investments, Equities
Education
Stanford Graduate School of Business 2004 — 2006
Master of Business Administration (MBA)
UCLA 1994 — 1998
Bachelor's degree, History
Las Lomas
Edward Adam, MBA Edward Adam, MBA's Franklin Templeton Investments Experience 2000 - 2002
Job Vice President, Systemized Solutions, Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds January 2012 - Present
Spence Financial September 2009 - October 2011
Standard Life April 2007 - August 2009
Standard Life November 2004 - April 2007
AGF Management Limited July 2002 - August 2004
Franklin Templeton Investments 2000 - 2002
Ethical Funds and Credential Asset Management 1996 - 2000
Skills
Mutual Funds, Wealth Management, Investments, Retirement Planning, Investment Strategies, Investment Advisory, Strategic Financial..., Portfolio Management, Asset Managment, Asset Allocation, Financial Services, Financial Advisory, Business Development, Disability Insurance, Retirement, Asset Management, Management, Term Life Insurance, Sales, Finance, Investment Management, Fixed Annuities, Financial Planners, Financial Planning
Education
Wilfrid Laurier University 2000 — 2003
MBA, Executive Program
The University of British Columbia
BA, Economics
Dynamic Funds January 2012 - Present
Spence Financial September 2009 - October 2011
Standard Life April 2007 - August 2009
Standard Life November 2004 - April 2007
AGF Management Limited July 2002 - August 2004
Franklin Templeton Investments 2000 - 2002
Ethical Funds and Credential Asset Management 1996 - 2000
Skills
Mutual Funds, Wealth Management, Investments, Retirement Planning, Investment Strategies, Investment Advisory, Strategic Financial..., Portfolio Management, Asset Managment, Asset Allocation, Financial Services, Financial Advisory, Business Development, Disability Insurance, Retirement, Asset Management, Management, Term Life Insurance, Sales, Finance, Investment Management, Fixed Annuities, Financial Planners, Financial Planning
Education
Wilfrid Laurier University 2000 — 2003
MBA, Executive Program
The University of British Columbia
BA, Economics
Theresa Marie Daniels Theresa Marie Daniels's Franklin Templeton Investments Experience January 1993 - January 1998
Job Financial Crime and Compliance Management Professional
Industry Financial Services
Experience
Rodan + Fields Dermatologists November 2014 - Present
SPYGIRL Enterprises December 2008 - Present
Robert Half Legal January 2014 - June 2014
HFK Investors, Inc./ Toney's Care Homes June 1997 - October 2001
Franklin Templeton Group January 1990 - June 1999
Franklin Templeton Investments January 1993 - January 1998
Franklin Templeton Investments January 1992 - January 1993
Skills
Risk Management, Fraud, Management, Policy, Analysis, AML, Investments, Securities, Compliance, Corporate Governance, Enterprise Risk..., Management Consulting, Corporate Law, Anti Money Laundering, Fraud Investigations, Securities Law, International Law, Business and..., Securities Regulation, Entrepreneurship, Small Business Marketing, Due Diligence, Internal Audit, Financial Risk, Financial Services, Mergers & Acquisitions, Sales
Education
Utica College 2005 — 2008
MS, Economic Crime Management, Magna Cum Laude
Insurance Institute of America 1997 — 1998
ARM, Risk Management
Syracuse University 1983 — 1987
BS, Business Management, Law
Rodan + Fields Dermatologists November 2014 - Present
SPYGIRL Enterprises December 2008 - Present
Robert Half Legal January 2014 - June 2014
HFK Investors, Inc./ Toney's Care Homes June 1997 - October 2001
Franklin Templeton Group January 1990 - June 1999
Franklin Templeton Investments January 1993 - January 1998
Franklin Templeton Investments January 1992 - January 1993
Skills
Risk Management, Fraud, Management, Policy, Analysis, AML, Investments, Securities, Compliance, Corporate Governance, Enterprise Risk..., Management Consulting, Corporate Law, Anti Money Laundering, Fraud Investigations, Securities Law, International Law, Business and..., Securities Regulation, Entrepreneurship, Small Business Marketing, Due Diligence, Internal Audit, Financial Risk, Financial Services, Mergers & Acquisitions, Sales
Education
Utica College 2005 — 2008
MS, Economic Crime Management, Magna Cum Laude
Insurance Institute of America 1997 — 1998
ARM, Risk Management
Syracuse University 1983 — 1987
BS, Business Management, Law
Raheel Jaffer Raheel Jaffer's Franklin Templeton Investments Experience June 2013 - August 2013
Job Recent Graduate from University of California, Santa Cruz
Industry Accounting
Experience
Franklin Templeton Investments June 2013 - August 2013
Franklin Templeton Investments June 2012 - September 2012
Skills
Financial Analysis, Microsoft Excel, Financial Accounting, Customer Service, Microsoft Word, Teamwork, Time Management, Event Planning
Education
UC Santa Cruz 2010 — 2014
Bachelor's Degree, Business Management Economics
The Chinese University of Hong Kong 2013 — 2014
Business Management
Franklin Templeton Investments June 2013 - August 2013
Franklin Templeton Investments June 2012 - September 2012
Skills
Financial Analysis, Microsoft Excel, Financial Accounting, Customer Service, Microsoft Word, Teamwork, Time Management, Event Planning
Education
UC Santa Cruz 2010 — 2014
Bachelor's Degree, Business Management Economics
The Chinese University of Hong Kong 2013 — 2014
Business Management
Eric Webster, CFA Eric Webster, CFA's Franklin Templeton Investments Experience August 2012 - Present
Job Equity Analyst at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments August 2012 - Present
University of Chicago Booth School of Business September 2010 - August 2012
Franklin Templeton Investments June 2011 - September 2011
LitiNomics May 2008 - July 2010
Charles River Associates January 2006 - May 2008
MCT Trading 2005 - 2005
Skills
Valuation, Investments, Equities, Economics, Accounting, Financial Modeling, Equity Research, Portfolio Management, Analysis, Securities, Bloomberg
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Analytic Finance, Economics
University of California, San Diego 2001 — 2005
BS, BA, Physics - Biophysics, Economics
Franklin Templeton Investments August 2012 - Present
University of Chicago Booth School of Business September 2010 - August 2012
Franklin Templeton Investments June 2011 - September 2011
LitiNomics May 2008 - July 2010
Charles River Associates January 2006 - May 2008
MCT Trading 2005 - 2005
Skills
Valuation, Investments, Equities, Economics, Accounting, Financial Modeling, Equity Research, Portfolio Management, Analysis, Securities, Bloomberg
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Analytic Finance, Economics
University of California, San Diego 2001 — 2005
BS, BA, Physics - Biophysics, Economics
Erica Zehnder's Franklin Templeton Investments Experience May 2013 - August 2013
Job Associate Account Strategist at Google
Industry Information Technology and Services
Experience
Google January 2015 - Present
Morgan Stanley June 2014 - August 2014
London Diversified Fund Management October 2013 - December 2013
Franklin Templeton Investments May 2013 - August 2013
Santa Barbara Web Marketing and Design June 2012 - August 2012
Education
The Johns Hopkins University 2011 — 2014
Bachelor's degree, Economics
Google January 2015 - Present
Morgan Stanley June 2014 - August 2014
London Diversified Fund Management October 2013 - December 2013
Franklin Templeton Investments May 2013 - August 2013
Santa Barbara Web Marketing and Design June 2012 - August 2012
Education
The Johns Hopkins University 2011 — 2014
Bachelor's degree, Economics
Brian Baik Brian Baik's Franklin Templeton Investments Experience December 2008 - November 2009
Job Business Development Manager at SK Energy
Industry Oil & Energy
Experience
SK Energy January 2010 - Present
SK Energy January 2010 - Present
Franklin Templeton Investments December 2008 - November 2009
Credit Suisse January 2008 - May 2008
Skills
Energy, Petroleum, Business Analysis, Global Marketing, Global Business..., Crude
Education
The George Washington University 2004 — 2008
International Business, Bachelor of Business Administration (BBA)
Seoul International School
SK Energy January 2010 - Present
SK Energy January 2010 - Present
Franklin Templeton Investments December 2008 - November 2009
Credit Suisse January 2008 - May 2008
Skills
Energy, Petroleum, Business Analysis, Global Marketing, Global Business..., Crude
Education
The George Washington University 2004 — 2008
International Business, Bachelor of Business Administration (BBA)
Seoul International School
Monica Poon Monica Poon's Franklin Templeton Investments Experience September 2005 - November 2007
Job Managing Director at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc. April 2011 - Present
Allianz Global Investors Asia Pacific December 2007 - March 2010
Franklin Templeton Investments September 2005 - November 2007
Wells Capital Management March 2000 - September 2005
Skills
Series 7, Certified Risk..., Certified Anti-Money..., Certified Internal...
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
University of Chicago
Bachelor of Arts (B.A.)
Charles Schwab & Co., Inc. April 2011 - Present
Allianz Global Investors Asia Pacific December 2007 - March 2010
Franklin Templeton Investments September 2005 - November 2007
Wells Capital Management March 2000 - September 2005
Skills
Series 7, Certified Risk..., Certified Anti-Money..., Certified Internal...
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
University of Chicago
Bachelor of Arts (B.A.)
Kumar Sambhav Kumar Sambhav's Franklin Templeton Investments Experience August 2011 - May 2012
Job Business Intelligence Consultant at Actelion
Industry Information Technology and Services
Experience
Actelion Pharmaceuticals April 2015 - Present
Saama Technologies, Inc. 2013 - Present
Brocade August 2014 - March 2015
Genentech February 2013 - July 2014
Roche November 2012 - December 2012
Synopsys May 2012 - August 2012
Franklin Templeton Investments August 2011 - May 2012
Saama Technologies 2010 - 2012
Emptoris October 2010 - July 2011
ZS Associates April 2009 - September 2010
Skills
Data Warehousing, Business Objects, Business Intelligence, Requirements Analysis, Roambi, Oracle, Dashboard, Analytics, Microsoft SQL Server, Solution Architecture, Informatica, ETL, SDLC, CRM, Integration, Business Objects Data..., Data Modeling, QlikView, User Acceptance Testing, Business Intelligence..., SAP BO BI 4.0, Mobile BI, PL/SQL, Data Integration, Databases, Pre-sales, Data Migration, Teradata, SAP ERP, IT Service Management, Crystal Reports, OLAP, Data Warehouse..., Dimensional Modeling, Requirements Gathering, Business Analytics, Database Design, Erwin, Tableau, Enterprise Architecture, SAP BW, Analysis Services, Consulting, Business Requirements, Team Management, Architectures, Business Analysis, Architecture
Education
Symbiosis International University 2004 — 2006
MBA, IT
Symbiosis International University 2004 — 2006
MBA- IT, IT
Actelion Pharmaceuticals April 2015 - Present
Saama Technologies, Inc. 2013 - Present
Brocade August 2014 - March 2015
Genentech February 2013 - July 2014
Roche November 2012 - December 2012
Synopsys May 2012 - August 2012
Franklin Templeton Investments August 2011 - May 2012
Saama Technologies 2010 - 2012
Emptoris October 2010 - July 2011
ZS Associates April 2009 - September 2010
Skills
Data Warehousing, Business Objects, Business Intelligence, Requirements Analysis, Roambi, Oracle, Dashboard, Analytics, Microsoft SQL Server, Solution Architecture, Informatica, ETL, SDLC, CRM, Integration, Business Objects Data..., Data Modeling, QlikView, User Acceptance Testing, Business Intelligence..., SAP BO BI 4.0, Mobile BI, PL/SQL, Data Integration, Databases, Pre-sales, Data Migration, Teradata, SAP ERP, IT Service Management, Crystal Reports, OLAP, Data Warehouse..., Dimensional Modeling, Requirements Gathering, Business Analytics, Database Design, Erwin, Tableau, Enterprise Architecture, SAP BW, Analysis Services, Consulting, Business Requirements, Team Management, Architectures, Business Analysis, Architecture
Education
Symbiosis International University 2004 — 2006
MBA, IT
Symbiosis International University 2004 — 2006
MBA- IT, IT
Leslie Esson Leslie Esson's Franklin Templeton Investments Experience January 1995 - January 1997
Job Project Coordinator at WABO Landscape
Industry Construction
Experience
WABO Landscape January 2006 - Present
Crossroads Diversified Services, Inc November 2001 - January 2006
Franklin Templeton Investments January 1995 - January 1997
Skills
Landscape construction,..., Community Outreach, Fundraising, Budgets, Nonprofits, Strategic Planning, Team Building, Public Speaking, Training, Leadership, Conflict Resolution, Outlook, Human Resources, Sales Management
Education
Stanford University 1994 — 1995
Masters Teaching, Elementary Education and Teaching
Stanford University 1978 — 1991
Bachelor of Science, Applied Earth Sciences
WABO Landscape January 2006 - Present
Crossroads Diversified Services, Inc November 2001 - January 2006
Franklin Templeton Investments January 1995 - January 1997
Skills
Landscape construction,..., Community Outreach, Fundraising, Budgets, Nonprofits, Strategic Planning, Team Building, Public Speaking, Training, Leadership, Conflict Resolution, Outlook, Human Resources, Sales Management
Education
Stanford University 1994 — 1995
Masters Teaching, Elementary Education and Teaching
Stanford University 1978 — 1991
Bachelor of Science, Applied Earth Sciences
Luca Angeli's Franklin Templeton Investments Experience January 2013 - February 2014
Job Director of Digital Marketing at Scality
Industry Marketing and Advertising
Experience
Scality July 2015 - Present
Marin Software March 2014 - July 2015
Franklin Templeton Investments January 2013 - February 2014
IBM Software Group, Enterprise Marketing Management: Coremetrics August 2010 - January 2013
Wayfinder Response Marketing April 2007 - August 2010
Linear Strategic Communications January 2001 - March 2007
Influence January 2000 - January 2001
Skills
Digital Marketing, Web Analytics, SEO, Analytics, SEM, Digital Strategy, Lead Generation, Online Advertising, Google Analytics, Marketing Strategy, E-commerce, SaaS, Advertising, Strategy, Enterprise Software, Paid Search Strategy, Coremetrics Analytics, Demand Generation, R, R Studio, Email Marketing, PPC
Education
University of California, Berkeley Extension 2009 — 2010
Certificate in Marketing Metrics
Chabot College 2005 — 2006
Certificate in Marketing
University of Kansas
BFA in Design with an emphasis in Graphic Design and Web Technologies
Scality July 2015 - Present
Marin Software March 2014 - July 2015
Franklin Templeton Investments January 2013 - February 2014
IBM Software Group, Enterprise Marketing Management: Coremetrics August 2010 - January 2013
Wayfinder Response Marketing April 2007 - August 2010
Linear Strategic Communications January 2001 - March 2007
Influence January 2000 - January 2001
Skills
Digital Marketing, Web Analytics, SEO, Analytics, SEM, Digital Strategy, Lead Generation, Online Advertising, Google Analytics, Marketing Strategy, E-commerce, SaaS, Advertising, Strategy, Enterprise Software, Paid Search Strategy, Coremetrics Analytics, Demand Generation, R, R Studio, Email Marketing, PPC
Education
University of California, Berkeley Extension 2009 — 2010
Certificate in Marketing Metrics
Chabot College 2005 — 2006
Certificate in Marketing
University of Kansas
BFA in Design with an emphasis in Graphic Design and Web Technologies
Isabel Shum Isabel Shum's Franklin Templeton Investments Experience November 2014 - Present
Job Senior Financial Reporting Analyst at Franklin Templeton Investments
Industry Accounting
Experience
Franklin Templeton Investments November 2014 - Present
Ernst & Young September 2011 - November 2014
UC Berkeley January 2009 - May 2011
County of San Mateo May 2007 - August 2008
Skills
Microsoft Excel, Research, PowerPoint, Microsoft Office, Policy Analysis, Non-profits, Microsoft Word, Financial Analysis, Accounting, Public Policy, Financial Reporting, Data Analysis, Public Speaking, Auditing, Report Writing, Stata, Teamwork, Economics
Education
UC Berkeley 2007 — 2011
Bachelor's degree, Economics and Public Policy
The University of Hong Kong 2010 — 2010
Education Abroad Program, Economics
Franklin Templeton Investments November 2014 - Present
Ernst & Young September 2011 - November 2014
UC Berkeley January 2009 - May 2011
County of San Mateo May 2007 - August 2008
Skills
Microsoft Excel, Research, PowerPoint, Microsoft Office, Policy Analysis, Non-profits, Microsoft Word, Financial Analysis, Accounting, Public Policy, Financial Reporting, Data Analysis, Public Speaking, Auditing, Report Writing, Stata, Teamwork, Economics
Education
UC Berkeley 2007 — 2011
Bachelor's degree, Economics and Public Policy
The University of Hong Kong 2010 — 2010
Education Abroad Program, Economics
Scott Monroe, CFA Scott Monroe, CFA's Franklin Templeton Investments Experience June 2005 - October 2007
Job
Industry Financial Services
Experience
Fitch Ratings October 2007 - Present
Franklin Templeton Investments June 2005 - October 2007
A.G. Edwards June 2004 - May 2005
Skills
Fixed Income, Debt, Bonds, Investments, Credit Risk, Financial Analysis, Financial Risk, Credit Analysis, Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2003
Bachelor of Science, Business Administration
The University of Edinburgh 2001 — 2002
Education Abroad Program, Business Administration
Fitch Ratings October 2007 - Present
Franklin Templeton Investments June 2005 - October 2007
A.G. Edwards June 2004 - May 2005
Skills
Fixed Income, Debt, Bonds, Investments, Credit Risk, Financial Analysis, Financial Risk, Credit Analysis, Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2003
Bachelor of Science, Business Administration
The University of Edinburgh 2001 — 2002
Education Abroad Program, Business Administration
H Creg Kelly's Franklin Templeton Investments Experience November 1999 - August 2003
Job Routing Scheduling @ Conroe Independent School Dist.
Industry Public Relations and Communications
Experience
Keller Willams Realty January 2013 - Present
Conroe Independent School District November 2003 - Present
Franklin Templeton Investments November 1999 - August 2003
MFS Mutual Funds January 1999 - December 1999
Skills
PowerPoint, Customer Relations, Instructional Design, Staff Development, Customer Service, Leadership, Event Planning, Training, Employee Relations, Team Building, System Administration, Public Speaking, Leadership Development, Microsoft Word, Employee Training, Nonprofits
Education
Stephen F. Austin State University 1985 — 1991
BAAS, Communication
St. Edward's University (Professional Ed Cntr) The Austin Institute of Real Estate 2013 — 2013
Real Estate Licenses
Keller Willams Realty January 2013 - Present
Conroe Independent School District November 2003 - Present
Franklin Templeton Investments November 1999 - August 2003
MFS Mutual Funds January 1999 - December 1999
Skills
PowerPoint, Customer Relations, Instructional Design, Staff Development, Customer Service, Leadership, Event Planning, Training, Employee Relations, Team Building, System Administration, Public Speaking, Leadership Development, Microsoft Word, Employee Training, Nonprofits
Education
Stephen F. Austin State University 1985 — 1991
BAAS, Communication
St. Edward's University (Professional Ed Cntr) The Austin Institute of Real Estate 2013 — 2013
Real Estate Licenses
Pat Kumar, MT, MSA, CPA, CGMA, CISA Pat Kumar, MT, MSA, CPA, CGMA, CISA's Franklin Templeton Investments Experience June 2011 - July 2011
Job Senior IT Compliance Analyst at FireEye, Inc.
Industry Accounting
Experience
FireEye, Inc. January 2015 - Present
FireEye, Inc. March 2014 - Present
Internal Compliance Corporation April 2013 - June 2014
ISACA - Silicon Valley May 2012 - June 2013
Accretive Solutions May 2012 - February 2013
Truvantis January 2012 - May 2012
Controls Solutions March 2010 - May 2012
Gilead Sciences October 2011 - January 2012
Wind River July 2011 - September 2011
Franklin Templeton Investments June 2011 - July 2011
Skills
SOX, Audit, IT Audit, Accounting, J-SOX, Staff Development, Tax Compliance, Wealth Management, Event Planning, Internal Audit, Internal Controls, Auditing, Risk Assessment, Assurance, Risk, Financial Reporting, Compliance, Risk Management, ERP, Security, Due Diligence, COSO, Sarbanes-Oxley Act, SAS70, Financial Audits, Financial Analysis, Tax, Financial Risk, Food & Beverage
Education
The University of Akron 1988 — 1998
MST, MSA, BS, Accounting, Taxation, Information Systems
FireEye, Inc. January 2015 - Present
FireEye, Inc. March 2014 - Present
Internal Compliance Corporation April 2013 - June 2014
ISACA - Silicon Valley May 2012 - June 2013
Accretive Solutions May 2012 - February 2013
Truvantis January 2012 - May 2012
Controls Solutions March 2010 - May 2012
Gilead Sciences October 2011 - January 2012
Wind River July 2011 - September 2011
Franklin Templeton Investments June 2011 - July 2011
Skills
SOX, Audit, IT Audit, Accounting, J-SOX, Staff Development, Tax Compliance, Wealth Management, Event Planning, Internal Audit, Internal Controls, Auditing, Risk Assessment, Assurance, Risk, Financial Reporting, Compliance, Risk Management, ERP, Security, Due Diligence, COSO, Sarbanes-Oxley Act, SAS70, Financial Audits, Financial Analysis, Tax, Financial Risk, Food & Beverage
Education
The University of Akron 1988 — 1998
MST, MSA, BS, Accounting, Taxation, Information Systems
Elaine Chuang Elaine Chuang's Franklin Templeton Investments Experience July 2012 - September 2014
Job Manager, Learning & Development/Curriculum Design & Technology
Industry E-Learning
Experience
24 Hour Fitness March 2015 - July 2015
Franklin Templeton Investments July 2012 - September 2014
Franklin Templeton Investments July 1998 - July 2012
Aces Research Inc. 1996 - 1998
Rainbow Technology 1994 - 1996
Skills
Instructional Design, E-Learning, Leadership, Project Management, Training, Curriculum Design, IT Strategy, Instructor-led Training, Learning Management..., Needs Analysis, Management, Program Management, Change Management, Blended Learning, Strategy, Training Delivery, Staff Development
Education
The Ohio State University
Master, Instructional Design and Technology
24 Hour Fitness March 2015 - July 2015
Franklin Templeton Investments July 2012 - September 2014
Franklin Templeton Investments July 1998 - July 2012
Aces Research Inc. 1996 - 1998
Rainbow Technology 1994 - 1996
Skills
Instructional Design, E-Learning, Leadership, Project Management, Training, Curriculum Design, IT Strategy, Instructor-led Training, Learning Management..., Needs Analysis, Management, Program Management, Change Management, Blended Learning, Strategy, Training Delivery, Staff Development
Education
The Ohio State University
Master, Instructional Design and Technology
Erika Peltz's Franklin Templeton Investments Experience 1997 - 1999
Job Director, Mobile Platforms Group at Citrix
Industry Computer Software
Experience
Citrix April 2014 - Present
Citrix April 2013 - April 2014
Citrix Systems May 2012 - March 2013
Citrix Systems December 2010 - May 2012
Citrix Systems, Inc. August 2008 - December 2010
Citrix Systems May 2006 - August 2008
Citrix Systems October 2001 - May 2006
Franklin Templeton Investments 1997 - 1999
Skills
Citrix, Software Quality..., Agile Methodologies, Enterprise Software, Release Management, Software Development, Virtualization, Cloud Computing, Test Management, VDI, Global Organizational..., Operating Systems, Security, Storage, SaaS, Testing, SQL, Disaster Recovery, Leadership, Test Automation, Project Management, Management, TCP/IP, Data Center, Employee Recognition, Mobile Product..., Mobile Device Management, XenMobile
Education
University of Miami - School of Business 2011 — 2012
MBA
The George Washington University 1990 — 1994
Bachelor of Arts (BA)
Citrix April 2014 - Present
Citrix April 2013 - April 2014
Citrix Systems May 2012 - March 2013
Citrix Systems December 2010 - May 2012
Citrix Systems, Inc. August 2008 - December 2010
Citrix Systems May 2006 - August 2008
Citrix Systems October 2001 - May 2006
Franklin Templeton Investments 1997 - 1999
Skills
Citrix, Software Quality..., Agile Methodologies, Enterprise Software, Release Management, Software Development, Virtualization, Cloud Computing, Test Management, VDI, Global Organizational..., Operating Systems, Security, Storage, SaaS, Testing, SQL, Disaster Recovery, Leadership, Test Automation, Project Management, Management, TCP/IP, Data Center, Employee Recognition, Mobile Product..., Mobile Device Management, XenMobile
Education
University of Miami - School of Business 2011 — 2012
MBA
The George Washington University 1990 — 1994
Bachelor of Arts (BA)
Kevin Golden Kevin Golden's Franklin Templeton Investments Experience September 2007 - Present
Job Vice President, Senior Advisor Consultant Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 2007 - Present
Lockwood Advisors, Inc. 2004 - 2007
Oppenheimer Funds 2000 - 2004
Oppenheimerfunds 2000 - 2003
New York Life Mainstay Investments 1998 - 2000
Skills
Asset Allocation, Investments, Mutual Funds
Education
The Ohio State University 1991 — 1995
BA, Marketing, Finance
Franklin Templeton Investments September 2007 - Present
Lockwood Advisors, Inc. 2004 - 2007
Oppenheimer Funds 2000 - 2004
Oppenheimerfunds 2000 - 2003
New York Life Mainstay Investments 1998 - 2000
Skills
Asset Allocation, Investments, Mutual Funds
Education
The Ohio State University 1991 — 1995
BA, Marketing, Finance
Matt Winter Matt Winter's Franklin Templeton Investments Experience July 1998 - October 2003
Job Investment Advisor to Institutions
Industry Financial Services
Experience
Bottom Up Investments October 2003 - Present
CFA Institute - San Francisco Society July 2006 - June 2012
Franklin Templeton Investments July 1998 - October 2003
Franklin Templeton Investments July 1996 - June 1998
Skills
Finance, Strategy, Chartered Financial..., Capital Markets, Asset Managment, Investment Advisory, Financial Services, Investment Management, Portfolio Management, Equities, Alternative Investments, Asset Allocation, Institutional..., Investments, Hedge Funds, Valuation, Financial Modeling, Series 7, Civic Organizations
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
Bottom Up Investments October 2003 - Present
CFA Institute - San Francisco Society July 2006 - June 2012
Franklin Templeton Investments July 1998 - October 2003
Franklin Templeton Investments July 1996 - June 1998
Skills
Finance, Strategy, Chartered Financial..., Capital Markets, Asset Managment, Investment Advisory, Financial Services, Investment Management, Portfolio Management, Equities, Alternative Investments, Asset Allocation, Institutional..., Investments, Hedge Funds, Valuation, Financial Modeling, Series 7, Civic Organizations
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
Alison Raymon Alison Raymon's Franklin Templeton Investments Experience 1997 - 2000
Job Professional Recruiter at Children's Healthcare of Atlanta
Industry Staffing and Recruiting
Experience
Children's Healthcare of Atlanta April 2015 - Present
Bell Oaks Company May 2012 - April 2015
Kinetix September 2011 - May 2012
Printpack, Inc. February 2008 - June 2011
SOS August 2005 - January 2008
Interim HealthCare October 2003 - April 2005
The Coca-Cola Company 1999 - 2002
Franklin Templeton Investments 1997 - 2000
Shaw Industries 1991 - 1994
Skills
Talent Acquisition, Talent Management, Recruiting, Human Resources, Employee Relations, Applicant Tracking..., Sourcing, Executive Search, Interviews, Employee Benefits, Performance Management, Deferred Compensation, Hiring, HR Policies, Personnel Management
Education
The University of Georgia
BBA, Human Resource Management
Georgia State University
MS, Human Resources Development
Children's Healthcare of Atlanta April 2015 - Present
Bell Oaks Company May 2012 - April 2015
Kinetix September 2011 - May 2012
Printpack, Inc. February 2008 - June 2011
SOS August 2005 - January 2008
Interim HealthCare October 2003 - April 2005
The Coca-Cola Company 1999 - 2002
Franklin Templeton Investments 1997 - 2000
Shaw Industries 1991 - 1994
Skills
Talent Acquisition, Talent Management, Recruiting, Human Resources, Employee Relations, Applicant Tracking..., Sourcing, Executive Search, Interviews, Employee Benefits, Performance Management, Deferred Compensation, Hiring, HR Policies, Personnel Management
Education
The University of Georgia
BBA, Human Resource Management
Georgia State University
MS, Human Resources Development
George Montalvo, CEP's Franklin Templeton Investments Experience 1996 - 2006
Job Senior People Success Manager at Ultimate Software
Industry Information Technology and Services
Experience
Ultimate Software May 2014 - Present
E*TRADE Financial Corporation December 2013 - May 2014
E*TRADE Financial November 2010 - October 2013
E*TRADE Financial September 2009 - November 2010
E*TRADE Financial July 2006 - September 2009
Franklin Templeton Investments 1996 - 2006
Skills
Securities, Equities, Series 7, Consumer Lending, Mutual Funds, Financial Services, Investments, Relationship Management, Series 63, Management, Leadership, Mergers & Acquisitions, Vendor Management, Business Development, Product Management, Salesforce.com, Training, Business Planning, Performance Management
Education
Suffolk University
Bachelor of Business Administration (BBA)
University of Miami - School of Business
Master of Business Administration (MBA), International Business
Ultimate Software May 2014 - Present
E*TRADE Financial Corporation December 2013 - May 2014
E*TRADE Financial November 2010 - October 2013
E*TRADE Financial September 2009 - November 2010
E*TRADE Financial July 2006 - September 2009
Franklin Templeton Investments 1996 - 2006
Skills
Securities, Equities, Series 7, Consumer Lending, Mutual Funds, Financial Services, Investments, Relationship Management, Series 63, Management, Leadership, Mergers & Acquisitions, Vendor Management, Business Development, Product Management, Salesforce.com, Training, Business Planning, Performance Management
Education
Suffolk University
Bachelor of Business Administration (BBA)
University of Miami - School of Business
Master of Business Administration (MBA), International Business
Reginald Simmons Reginald Simmons's Franklin Templeton Investments Experience June 1995 - June 1998
Job Rep Relation Specialist at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. August 2013 - May 2015
Bank of America February 2013 - April 2013
Transamerica Life Insurance Company July 1998 - February 2012
Intersecurities January 2001 - January 2002
Franklin Templeton Investments June 1995 - June 1998
Skills
Customer Relations, Word, Microsoft Office, Customer Service, Excel, Project Planning, Customer Focus, Managing Employees, Sales Support, Training & Development, Coaching, Product Marketing, Software Training, Operations Research, Quality Management, Strategic Planning, Team Leadership, Service Management, Sales Operations, Microsoft Word, Microsoft Excel, Insurance, Management, Process Improvement, Analysis, Risk Management, Sales, Time Management, Business Analysis, Team Building, Series 6, Strategy, Customer Satisfaction, Fixed Annuities, Financial Services, Marketing Communications
Education
The American College 2010 — 2012
University of South Florida
Bachelor of Business Administration (BS), Marketing
Transamerica Financial Advisors, Inc. August 2013 - May 2015
Bank of America February 2013 - April 2013
Transamerica Life Insurance Company July 1998 - February 2012
Intersecurities January 2001 - January 2002
Franklin Templeton Investments June 1995 - June 1998
Skills
Customer Relations, Word, Microsoft Office, Customer Service, Excel, Project Planning, Customer Focus, Managing Employees, Sales Support, Training & Development, Coaching, Product Marketing, Software Training, Operations Research, Quality Management, Strategic Planning, Team Leadership, Service Management, Sales Operations, Microsoft Word, Microsoft Excel, Insurance, Management, Process Improvement, Analysis, Risk Management, Sales, Time Management, Business Analysis, Team Building, Series 6, Strategy, Customer Satisfaction, Fixed Annuities, Financial Services, Marketing Communications
Education
The American College 2010 — 2012
University of South Florida
Bachelor of Business Administration (BS), Marketing
Craig Gholston Craig Gholston's Franklin Templeton Investments Experience August 1988 - August 1995
Job Liquidation Channel
Industry Accounting
Experience
Liquidation Channel June 2012 - Present
Charles Schwab 2007 - 2011
Gen-X Invest! September 1995 - September 2000
Franklin Templeton Investments August 1988 - August 1995
Skills
Chargebacks, Excel, Day Trading, Apple Software
Education
The University of Texas at Dallas 1986 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
Texas A&M University 1983 — 1986
Business Administration and Management, General
Liquidation Channel June 2012 - Present
Charles Schwab 2007 - 2011
Gen-X Invest! September 1995 - September 2000
Franklin Templeton Investments August 1988 - August 1995
Skills
Chargebacks, Excel, Day Trading, Apple Software
Education
The University of Texas at Dallas 1986 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
Texas A&M University 1983 — 1986
Business Administration and Management, General
Joy Wyatt, SPHR Joy Wyatt, SPHR's Franklin Templeton Investments Experience December 2001 - Present
Job VP, Senior HR Leader, Franklin Templeton
Industry Financial Services
Experience
Franklin Templeton Investments December 2001 - Present
Accenture 1999 - 2001
Accenture 1994 - 1999
Oliver, Wyman & Company 1989 - 1994
Skadden, Arps, Slate, Meagher & Flom LLP 1987 - 1989
Skills
Leadership Development, Change Management, Performance Management, Strategic Planning, Talent Management, Organizational Design, Organizational..., Organizational..., Succession Planning, Employee Engagement, Workforce Planning, Executive Development, Acquisition Integration, Nonprofit strategic..., Leader and Team Coaching, HR Consulting, HR Transformation, Human Resources, Personnel Management
Education
Swarthmore College
BA, Music History and Theory
Teachers College of Columbia University
MA, Organizational Psychology
Franklin Templeton Investments December 2001 - Present
Accenture 1999 - 2001
Accenture 1994 - 1999
Oliver, Wyman & Company 1989 - 1994
Skadden, Arps, Slate, Meagher & Flom LLP 1987 - 1989
Skills
Leadership Development, Change Management, Performance Management, Strategic Planning, Talent Management, Organizational Design, Organizational..., Organizational..., Succession Planning, Employee Engagement, Workforce Planning, Executive Development, Acquisition Integration, Nonprofit strategic..., Leader and Team Coaching, HR Consulting, HR Transformation, Human Resources, Personnel Management
Education
Swarthmore College
BA, Music History and Theory
Teachers College of Columbia University
MA, Organizational Psychology
Koren Tranford Koren Tranford's Franklin Templeton Investments Experience May 1998 - August 2000
Job Business Systems Analyst at Wilen Direct
Industry Information Technology and Services
Experience
Wilen Direct May 2012 - Present
Angstrom Graphics Inc (formerly known as St Ives Inc. - US Division) April 2009 - December 2011
St Ives August 2002 - March 2009
Franklin Templeton Group August 2000 - July 2001
Franklin Templeton Investments May 1998 - August 2000
Franklin Templeton Investments September 1994 - May 1998
Starboard Cruise Services (formerly known as Allders) 1990 - 1994
Robacker, Pfiester & Associates January 1988 - March 1991
Skills
Integration, Software Project..., ERP, Requirements Analysis, SDLC, Crystal Reports, Process Improvement, Project Management, Team Leadership, Business Analysis, Software Documentation, Team Building, Microsoft Office, Budget, Windows Server, Business Intelligence, Visio, Customer Service, Budgets, Databases, SQL, Troubleshooting, Software Development, Management, CRM, Leadership, Analysis, System Administration
Education
Texas State University 1979 — 1981
N/A, Applied Voice, Mathematics Education
Texas Lutheran University 1974 — 1978
BMEd, Music
Fredericksburg High School 1970 — 1974
Wilen Direct May 2012 - Present
Angstrom Graphics Inc (formerly known as St Ives Inc. - US Division) April 2009 - December 2011
St Ives August 2002 - March 2009
Franklin Templeton Group August 2000 - July 2001
Franklin Templeton Investments May 1998 - August 2000
Franklin Templeton Investments September 1994 - May 1998
Starboard Cruise Services (formerly known as Allders) 1990 - 1994
Robacker, Pfiester & Associates January 1988 - March 1991
Skills
Integration, Software Project..., ERP, Requirements Analysis, SDLC, Crystal Reports, Process Improvement, Project Management, Team Leadership, Business Analysis, Software Documentation, Team Building, Microsoft Office, Budget, Windows Server, Business Intelligence, Visio, Customer Service, Budgets, Databases, SQL, Troubleshooting, Software Development, Management, CRM, Leadership, Analysis, System Administration
Education
Texas State University 1979 — 1981
N/A, Applied Voice, Mathematics Education
Texas Lutheran University 1974 — 1978
BMEd, Music
Fredericksburg High School 1970 — 1974
Christopher Morse, CFP® Christopher Morse, CFP®'s Franklin Templeton Investments Experience February 2012 - Present
Job Senior Advisor Consultant, VPWholesaler at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments February 2012 - Present
Shepherd Financial Partners January 2011 - July 2011
Natixis Global Associates October 2008 - January 2011
Natixis Global Associates June 2004 - October 2008
Natixis Global Associates April 2000 - May 2004
EMCON Environmental January 1996 - January 2000
Skills
Alternative Investments, Investment Management, Mutual Funds, Investments, Finance
Education
Suffolk University 2000 — 2005
MSA, Accounting
University of Denver 1992 — 1996
BS, Environmental Science
Franklin Templeton Investments February 2012 - Present
Shepherd Financial Partners January 2011 - July 2011
Natixis Global Associates October 2008 - January 2011
Natixis Global Associates June 2004 - October 2008
Natixis Global Associates April 2000 - May 2004
EMCON Environmental January 1996 - January 2000
Skills
Alternative Investments, Investment Management, Mutual Funds, Investments, Finance
Education
Suffolk University 2000 — 2005
MSA, Accounting
University of Denver 1992 — 1996
BS, Environmental Science
Lara Ryan Lara Ryan's Franklin Templeton Investments Experience March 2015 - Present
Job Middle Office Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments March 2015 - Present
Franklin Templeton Investments January 2013 - February 2015
Miami Dolphins & Sun Life Stadium April 2011 - April 2013
International Sales Group January 2012 - October 2012
Skills
Customer Service, Microsoft Office, Microsoft Word, Teamwork, Public Speaking, Sales, Social Networking
Education
UF Hough Graduate School of Business 2014 — 2017
Master of Business Administration (MBA)
University of Miami 2007 — 2011
Bachelor's degree, Economics
London School of Economics and Political Science 2010 — 2010
Bachelor of Arts (B.A.), Economics
Franklin Templeton Investments March 2015 - Present
Franklin Templeton Investments January 2013 - February 2015
Miami Dolphins & Sun Life Stadium April 2011 - April 2013
International Sales Group January 2012 - October 2012
Skills
Customer Service, Microsoft Office, Microsoft Word, Teamwork, Public Speaking, Sales, Social Networking
Education
UF Hough Graduate School of Business 2014 — 2017
Master of Business Administration (MBA)
University of Miami 2007 — 2011
Bachelor's degree, Economics
London School of Economics and Political Science 2010 — 2010
Bachelor of Arts (B.A.), Economics
Peter Dabrowski's Franklin Templeton Investments Experience 2006 - 2006
Job Managing Director at Tano Ventures
Industry Investment Management
Experience
Tano Ventures 2013 - Present
Tano Capital 2012 - Present
Tano Capital 2010 - 2012
Alternative Investments 2009 - 2010
Barclays Global Investors 2007 - 2009
Blue Cross and Blue Shield June 2005 - May 2006
Franklin Templeton Investments 2006 - 2006
Adler Planetarium 2005 - 2006
Adler Planetarium 2000 - 2005
Skills
Private Equity, Venture Capital, Due Diligence, Financial Analysis, Valuation, Investments, Business Strategy, Fundraising, Marketing, Equities, Fixed Income, Mergers & Acquisitions, Strategy
Education
The University of Chicago Booth School of Business 2004 — 2007
MBA
Technical University of Wroclaw 1992 — 1997
M.S.
Tano Ventures 2013 - Present
Tano Capital 2012 - Present
Tano Capital 2010 - 2012
Alternative Investments 2009 - 2010
Barclays Global Investors 2007 - 2009
Blue Cross and Blue Shield June 2005 - May 2006
Franklin Templeton Investments 2006 - 2006
Adler Planetarium 2005 - 2006
Adler Planetarium 2000 - 2005
Skills
Private Equity, Venture Capital, Due Diligence, Financial Analysis, Valuation, Investments, Business Strategy, Fundraising, Marketing, Equities, Fixed Income, Mergers & Acquisitions, Strategy
Education
The University of Chicago Booth School of Business 2004 — 2007
MBA
Technical University of Wroclaw 1992 — 1997
M.S.
Chad Young Chad Young's Franklin Templeton Investments Experience February 2002 - March 2005
Job Controller at One East Partners
Industry Financial Services
Experience
One East Partners November 2014 - Present
HIG Capital June 2009 - October 2014
Kaufman Rossin Fund Services, LLC March 2005 - April 2009
Franklin Templeton Investments February 2002 - March 2005
Franklin Templeton Investments July 1999 - February 2002
Skills
Fund Accounting, Fund Administration, Hedge Funds, Fund Of Funds, Alternative Investments, Equities, Mutual Funds, Private Equity, Fixed Income, Financial Reporting, Accounting, Distressed Debt, Capital Markets, Investment Banking, Finance, Financial Modeling, Investments, Due Diligence, Corporate Finance, Financial Services, Portfolio Management, Financial Analysis, Asset Management, Securities, Restructuring, Financial Statements, US GAAP, Derivatives
Education
The Ohio State University
Bachelor, Accounting
One East Partners November 2014 - Present
HIG Capital June 2009 - October 2014
Kaufman Rossin Fund Services, LLC March 2005 - April 2009
Franklin Templeton Investments February 2002 - March 2005
Franklin Templeton Investments July 1999 - February 2002
Skills
Fund Accounting, Fund Administration, Hedge Funds, Fund Of Funds, Alternative Investments, Equities, Mutual Funds, Private Equity, Fixed Income, Financial Reporting, Accounting, Distressed Debt, Capital Markets, Investment Banking, Finance, Financial Modeling, Investments, Due Diligence, Corporate Finance, Financial Services, Portfolio Management, Financial Analysis, Asset Management, Securities, Restructuring, Financial Statements, US GAAP, Derivatives
Education
The Ohio State University
Bachelor, Accounting
Ajoy Reddi Ajoy Reddi's Franklin Templeton Investments Experience 2005 - 2007
Job International Equity Analyst at Fred Alger Management
Industry Investment Management
Experience
Fred Alger Management 2013 - Present
Allianz Global Investors 2009 - 2012
William Blair & Company 2007 - 2009
Franklin Templeton Investments 2005 - 2007
C.E. Unterberg Towbin 2001 - 2003
Credit Suisse First Boston 1999 - 2000
PricewaterhouseCoopers LLP 1997 - 1999
Skills
International Small Cap..., International Equities, Emerging Markets, Portfolio Management, European Equities, Financial Modeling, Investments, Investment Banking, Capital Markets, Financial Research, Due Diligence, Hedge Funds, Fixed Income, Equity Research, Equities, International, Alternative Investments, Equity Valuation, Small Cap, DCF, Institutional..., Mutual Funds, Technology Equity..., Healthcare Equity..., Japanese Equities, Asian Equities, Investment Management, Asset Management
Education
University of Chicago Booth School of Business
MBA, Accounting, Finance and Entrepreneurship
The Johns Hopkins University
BA, International Relations
Bethesda Chevy-Chase HS
Fred Alger Management 2013 - Present
Allianz Global Investors 2009 - 2012
William Blair & Company 2007 - 2009
Franklin Templeton Investments 2005 - 2007
C.E. Unterberg Towbin 2001 - 2003
Credit Suisse First Boston 1999 - 2000
PricewaterhouseCoopers LLP 1997 - 1999
Skills
International Small Cap..., International Equities, Emerging Markets, Portfolio Management, European Equities, Financial Modeling, Investments, Investment Banking, Capital Markets, Financial Research, Due Diligence, Hedge Funds, Fixed Income, Equity Research, Equities, International, Alternative Investments, Equity Valuation, Small Cap, DCF, Institutional..., Mutual Funds, Technology Equity..., Healthcare Equity..., Japanese Equities, Asian Equities, Investment Management, Asset Management
Education
University of Chicago Booth School of Business
MBA, Accounting, Finance and Entrepreneurship
The Johns Hopkins University
BA, International Relations
Bethesda Chevy-Chase HS
Hope Donnelly's Franklin Templeton Investments Experience 2006 - 2009
Job Corporate Account Manager, CDW
Industry Information Technology and Services
Experience
CDW March 2015 - Present
West Point Society - Florida West Coast March 2015 - Present
West Point Board of Trustees 1994 - Present
Amazon 2014 - December 2014
Celestar Corporation 2009 - 2013
Franklin Templeton Investments 2006 - 2009
Wachovia Bank January 2005 - December 2005
Wachvovia Securities January 2003 - December 2004
Merrill Lynch 1999 - 2002
System Planning Corporation 1988 - 1999
Skills
Security Clearance, Program Management, Risk Management, Strategic Planning, Process Improvement, Analysis, Contract Management, Proposal Writing, Government, Leadership, Project Management, Team Building, Project Planning, Management, Contract Negotiation, Team Leadership, Operations Management, Budgets, Change Management, Cross-functional Team..., Army, Business Process..., Military, Policy, Government Contracting, Leadership Development, Top Secret, Defense, Operational Planning, DoD, Military Operations, Intelligence, Command, Organizational..., National Security, Military Experience, Information Assurance, Air Force, Tactics, Systems Engineering, Counterterrorism, Force Protection, Navy, Government Procurement, Homeland Security, Security, Strategy, Intelligence Analysis, Operations Research, Weapons
Education
The George Washington University - School of Business
MBA, Finance & Investments
United States Military Academy at West Point
BS, General Engineering
CDW March 2015 - Present
West Point Society - Florida West Coast March 2015 - Present
West Point Board of Trustees 1994 - Present
Amazon 2014 - December 2014
Celestar Corporation 2009 - 2013
Franklin Templeton Investments 2006 - 2009
Wachovia Bank January 2005 - December 2005
Wachvovia Securities January 2003 - December 2004
Merrill Lynch 1999 - 2002
System Planning Corporation 1988 - 1999
Skills
Security Clearance, Program Management, Risk Management, Strategic Planning, Process Improvement, Analysis, Contract Management, Proposal Writing, Government, Leadership, Project Management, Team Building, Project Planning, Management, Contract Negotiation, Team Leadership, Operations Management, Budgets, Change Management, Cross-functional Team..., Army, Business Process..., Military, Policy, Government Contracting, Leadership Development, Top Secret, Defense, Operational Planning, DoD, Military Operations, Intelligence, Command, Organizational..., National Security, Military Experience, Information Assurance, Air Force, Tactics, Systems Engineering, Counterterrorism, Force Protection, Navy, Government Procurement, Homeland Security, Security, Strategy, Intelligence Analysis, Operations Research, Weapons
Education
The George Washington University - School of Business
MBA, Finance & Investments
United States Military Academy at West Point
BS, General Engineering
Shelley Northrop's Franklin Templeton Investments Experience 1985 - 1988
Job Vice President, Marketing at Cartus Corporation
Industry Marketing and Advertising
Experience
Cartus Corporation January 1995 - Present
Grey Advertising 1989 - 1994
Franklin Templeton Investments 1985 - 1988
Skills
Strategic Planning, Marketing Communications, Marketing Strategy, Lead Generation, Social Media Marketing, Marketing, Relocation, Email Marketing, Direct Marketing, Advertising, Account Management, Brand Management, Product Marketing, Corporate Communications, Public Relations, Marketing Management, Customer Service, Digital Marketing, Start-ups, Strategic Communications, Market Research, Strategy, Management, Integrated Marketing, B2B Marketing, Online Marketing, Team Building
Education
Stanford University 1980 — 1984
Bachelor of Arts, International Relations
Cartus Corporation January 1995 - Present
Grey Advertising 1989 - 1994
Franklin Templeton Investments 1985 - 1988
Skills
Strategic Planning, Marketing Communications, Marketing Strategy, Lead Generation, Social Media Marketing, Marketing, Relocation, Email Marketing, Direct Marketing, Advertising, Account Management, Brand Management, Product Marketing, Corporate Communications, Public Relations, Marketing Management, Customer Service, Digital Marketing, Start-ups, Strategic Communications, Market Research, Strategy, Management, Integrated Marketing, B2B Marketing, Online Marketing, Team Building
Education
Stanford University 1980 — 1984
Bachelor of Arts, International Relations
David Ottaviano David Ottaviano's Franklin Templeton Investments Experience October 2014 - Present
Job TA Associate at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments October 2014 - Present
BJ's Wholesale Club February 2014 - August 2014
The Town of Niskayuna August 2013 - February 2014
TruGreen April 2013 - July 2013
The Law Office of Douglas L. Goldman September 2012 - January 2013
Skills
•Knowledgeable in use..., •Successful leader,..., •Highly organized and..., •Professional demeanor..., •Quick learner and..., •Ability to identify..., •Excellent..., •Able to maintain work..., Retail, Customer Service, Customer Satisfaction, Merchandising, Inventory Management, Sales, Microsoft Office, Time Management, Interviews, Outlook, Data Entry
Education
State University of New York College of Agriculture and Technology at Cobleskill 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Niskayuna High School
Franklin Templeton Investments October 2014 - Present
BJ's Wholesale Club February 2014 - August 2014
The Town of Niskayuna August 2013 - February 2014
TruGreen April 2013 - July 2013
The Law Office of Douglas L. Goldman September 2012 - January 2013
Skills
•Knowledgeable in use..., •Successful leader,..., •Highly organized and..., •Professional demeanor..., •Quick learner and..., •Ability to identify..., •Excellent..., •Able to maintain work..., Retail, Customer Service, Customer Satisfaction, Merchandising, Inventory Management, Sales, Microsoft Office, Time Management, Interviews, Outlook, Data Entry
Education
State University of New York College of Agriculture and Technology at Cobleskill 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Niskayuna High School
Anna McGarrigle Anna McGarrigle's Franklin Templeton Investments Experience June 2015 - Present
Job Advisory Marketing Intern at Franklin Templeton Investments
Industry Design
Experience
Franklin Templeton Investments June 2015 - Present
GW TRAiLS February 2015 - Present
Photographer November 2013 - Present
The GW Hatchet September 2013 - Present
George Washington University January 2015 - May 2015
ReSurge International June 2013 - August 2013
Lost Valley Ranch June 2011 - June 2012
Skills
Photography, Graphic Design, Photoshop, InDesign, Social Media, Public Speaking, Magazine Design, Team Leadership, Communication, Adobe Creative Suite, Illustrator, Graphics, Newspaper Design, Information Graphics, Print Publication Design, Group Dynamics
Education
The George Washington University 2013 — 2017
Major in American Studies, minor in Mathematics
Palo Alto High School 2009 — 2013
Franklin Templeton Investments June 2015 - Present
GW TRAiLS February 2015 - Present
Photographer November 2013 - Present
The GW Hatchet September 2013 - Present
George Washington University January 2015 - May 2015
ReSurge International June 2013 - August 2013
Lost Valley Ranch June 2011 - June 2012
Skills
Photography, Graphic Design, Photoshop, InDesign, Social Media, Public Speaking, Magazine Design, Team Leadership, Communication, Adobe Creative Suite, Illustrator, Graphics, Newspaper Design, Information Graphics, Print Publication Design, Group Dynamics
Education
The George Washington University 2013 — 2017
Major in American Studies, minor in Mathematics
Palo Alto High School 2009 — 2013
Michael Bruni, CFA®, CFP® Michael Bruni, CFA®, CFP®'s Franklin Templeton Investments Experience April 2012 - June 2015
Job VP, Medical Revenue Solutions
Industry Financial Services
Experience
Franklin Templeton Investments April 2012 - June 2015
Franklin Templeton Investments July 2005 - April 2012
Merrill Lynch June 2000 - April 2005
Skills
Analytics, Series 7, Mutual Funds, Business Analysis, Portfolio Management, Financial Services, Investments, Series 63, Equities, Asset Allocation, Strategic Financial..., Retirement Planning, Wealth Management, Relationship Management, Financial Modeling, Alternative Investments, Securities, Investment Strategies, Retirement
Education
State University of New York College at Buffalo 1995 — 1996
Master of Science (M.S.), Adult Education with concentration in business and finance, 3.96 out of 4.0
State University of New York at Buffalo 1988 — 1992
BA in Psychology, Psychology
Franklin Templeton Investments April 2012 - June 2015
Franklin Templeton Investments July 2005 - April 2012
Merrill Lynch June 2000 - April 2005
Skills
Analytics, Series 7, Mutual Funds, Business Analysis, Portfolio Management, Financial Services, Investments, Series 63, Equities, Asset Allocation, Strategic Financial..., Retirement Planning, Wealth Management, Relationship Management, Financial Modeling, Alternative Investments, Securities, Investment Strategies, Retirement
Education
State University of New York College at Buffalo 1995 — 1996
Master of Science (M.S.), Adult Education with concentration in business and finance, 3.96 out of 4.0
State University of New York at Buffalo 1988 — 1992
BA in Psychology, Psychology
Andrew Ashton Andrew Ashton's Franklin Templeton Investments Experience February 2015 - Present
Job Managing Director at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments February 2015 - Present
Franklin Templeton Investments August 2012 - Present
Franklin Templeton Investments (ME) Ltd April 2011 - July 2012
Franklin Templeton Investments July 2010 - July 2012
Franklin Templeton Investments September 2006 - June 2010
Skills
Asset Managment, Mutual Funds, Investments, Equities, Portfolio Management, Wealth Management, Fixed Income, Hedge Funds, Alternative Investments, Capital Markets, Private Equity, Investment Management, Asset Allocation, Investment Strategies, Financial Markets, Asset Management, Emerging Markets, Risk Management
Education
The University of Edinburgh 2003 — 2004
MBA, Investment and Finance
Plumtree School, Zimbabwe 1980 — 1985
Franklin Templeton Investments February 2015 - Present
Franklin Templeton Investments August 2012 - Present
Franklin Templeton Investments (ME) Ltd April 2011 - July 2012
Franklin Templeton Investments July 2010 - July 2012
Franklin Templeton Investments September 2006 - June 2010
Skills
Asset Managment, Mutual Funds, Investments, Equities, Portfolio Management, Wealth Management, Fixed Income, Hedge Funds, Alternative Investments, Capital Markets, Private Equity, Investment Management, Asset Allocation, Investment Strategies, Financial Markets, Asset Management, Emerging Markets, Risk Management
Education
The University of Edinburgh 2003 — 2004
MBA, Investment and Finance
Plumtree School, Zimbabwe 1980 — 1985
Edda Ong Edda Ong's Franklin Templeton Investments Experience March 2014 - Present
Job Sr. Finance Risk & Controls Analyst at Franklin Templeton Investments
Industry Accounting
Experience
Franklin Templeton Investments March 2014 - Present
Franklin Templeton Investments February 2012 - February 2014
Whitespot Restaurant May 2007 - February 2009
Skills
Accounting, Excel, Auditing, Financial Accounting, Financial Reporting, Financial Analysis, Internal Controls, External Audit, Sarbanes-Oxley Act, Internal Audit, IFRS, Banking, Account Reconciliation, Assurance, General Ledger, Bank Reconciliation, Financial Statements
Education
National Uniform CPA Examination 2010 — 2010
Accounting
The University of British Columbia 2008 — 2009
Graduate Diploma, Accounting
University of Alberta 2002 — 2006
BSc, Biological Sciences
Franklin Templeton Investments March 2014 - Present
Franklin Templeton Investments February 2012 - February 2014
Whitespot Restaurant May 2007 - February 2009
Skills
Accounting, Excel, Auditing, Financial Accounting, Financial Reporting, Financial Analysis, Internal Controls, External Audit, Sarbanes-Oxley Act, Internal Audit, IFRS, Banking, Account Reconciliation, Assurance, General Ledger, Bank Reconciliation, Financial Statements
Education
National Uniform CPA Examination 2010 — 2010
Accounting
The University of British Columbia 2008 — 2009
Graduate Diploma, Accounting
University of Alberta 2002 — 2006
BSc, Biological Sciences
Brent Shepherd's Franklin Templeton Investments Experience August 2010 - Present
Job Writer, Editor, Web Publisher, Gun for Hire
Industry Writing and Editing
Experience
Franklin Templeton Investments August 2010 - Present
The Pitch September 2008 - Present
Benton Elementary Productions, LLC. July 2000 - July 2014
Disney Auctions, LLC. April 2001 - January 2006
Skills
Editing, Storytelling, Online Advertising, Marketing Communications, Marketing Strategy, Web Content, HTML, Content Management, Content Development, Copywriting, Proofreading
Education
University of Kansas 1985 — 1990
Bachelor of Science, Journalism
Franklin Templeton Investments August 2010 - Present
The Pitch September 2008 - Present
Benton Elementary Productions, LLC. July 2000 - July 2014
Disney Auctions, LLC. April 2001 - January 2006
Skills
Editing, Storytelling, Online Advertising, Marketing Communications, Marketing Strategy, Web Content, HTML, Content Management, Content Development, Copywriting, Proofreading
Education
University of Kansas 1985 — 1990
Bachelor of Science, Journalism
Julian Andres Gomez's Franklin Templeton Investments Experience July 2011 - Present
Job Business Development Manager Americas
Industry Financial Services
Experience
Franklin Templeton Investments July 2011 - Present
BlackRock July 2009 - July 2011
BlackRock August 2006 - July 2009
Merrill Lynch June 2004 - June 2006
Skills
Mutual Funds, Asset Allocation, Fixed Income, Asset Management, Business Development, Investments, Series 7, Alternative Investments
Education
The College of New Jersey 2002 — 2006
Finance
Franklin Templeton Investments July 2011 - Present
BlackRock July 2009 - July 2011
BlackRock August 2006 - July 2009
Merrill Lynch June 2004 - June 2006
Skills
Mutual Funds, Asset Allocation, Fixed Income, Asset Management, Business Development, Investments, Series 7, Alternative Investments
Education
The College of New Jersey 2002 — 2006
Finance
Shane Davis, CIMA® Shane Davis, CIMA®'s Franklin Templeton Investments Experience 2000 - February 2012
Job Vice President at American Funds
Industry Financial Services
Experience
American Funds December 2011 - Present
Franklin Templeton Investments 2000 - February 2012
John Hancock Life Insurance Company (U.S.A.) January 1997 - January 2000
Skills
CIMA, Series 7, Series 24, Series 63, Series 65, Retirement Plan..., Mutual Funds, Asset Allocation, Life & Health Insurance..., Separately Managed..., 401k, Wealth Management, Investment Advisory, Relationship Management, Uniform Combined State...
Education
State College of Florida-Manatee-Sarasota
American Funds December 2011 - Present
Franklin Templeton Investments 2000 - February 2012
John Hancock Life Insurance Company (U.S.A.) January 1997 - January 2000
Skills
CIMA, Series 7, Series 24, Series 63, Series 65, Retirement Plan..., Mutual Funds, Asset Allocation, Life & Health Insurance..., Separately Managed..., 401k, Wealth Management, Investment Advisory, Relationship Management, Uniform Combined State...
Education
State College of Florida-Manatee-Sarasota
Julian Harper, CFA Julian Harper, CFA's Franklin Templeton Investments Experience 2010 - Present
Job Investment Professional
Industry Investment Management
Experience
Franklin Templeton Investments 2010 - Present
AXA Private Equity 2008 - 2009
Franklin Templeton Investments 2007 - 2007
Neon Liberty Capital Management 2006 - 2006
Financial Analysis & Budget Studies Group, Office of the NYC Comptroller 2005 - 2005
Education
Swarthmore College 2004 — 2008
BA Honors, Economics & Political Science
Trinity School 2000 — 2004
High School Degree
Franklin Templeton Investments 2010 - Present
AXA Private Equity 2008 - 2009
Franklin Templeton Investments 2007 - 2007
Neon Liberty Capital Management 2006 - 2006
Financial Analysis & Budget Studies Group, Office of the NYC Comptroller 2005 - 2005
Education
Swarthmore College 2004 — 2008
BA Honors, Economics & Political Science
Trinity School 2000 — 2004
High School Degree
Scott Engstrom Scott Engstrom's Franklin Templeton Investments Experience August 1996 - November 1997
Job V.P. Corporate Strategy & Business Development at GridX, Inc.
Industry Information Technology and Services
Experience
GridX, Inc. June 2011 - Present
Blenheim Capital Management, LLC May 2007 - January 2010
Satellite Asset Management June 2005 - March 2007
Hamilton Investment Mangement/Hamilton Partners December 1997 - February 2005
Franklin Templeton Investments August 1996 - November 1997
Lehman Brothers June 1995 - August 1995
Franklin Templeton Investments June 1991 - August 1994
Franklin Templeton Investments June 1990 - May 1991
Skills
Financial Modeling, Investments, Strategic Analysis, Competitive Analysis, Equities, Team Leadership, Fundraising, Scenario Analysis, Business Strategy, Business Development, Portfolio Management, Analysis, Trading, Mergers & Acquisitions, Mutual Funds, Investment Banking, Securities, Valuation, Start-ups, Asset Management, Management
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Accounting and Finance
University of Wisconsin-Madison 1985 — 1990
BS, Economics and Communication Arts
GridX, Inc. June 2011 - Present
Blenheim Capital Management, LLC May 2007 - January 2010
Satellite Asset Management June 2005 - March 2007
Hamilton Investment Mangement/Hamilton Partners December 1997 - February 2005
Franklin Templeton Investments August 1996 - November 1997
Lehman Brothers June 1995 - August 1995
Franklin Templeton Investments June 1991 - August 1994
Franklin Templeton Investments June 1990 - May 1991
Skills
Financial Modeling, Investments, Strategic Analysis, Competitive Analysis, Equities, Team Leadership, Fundraising, Scenario Analysis, Business Strategy, Business Development, Portfolio Management, Analysis, Trading, Mergers & Acquisitions, Mutual Funds, Investment Banking, Securities, Valuation, Start-ups, Asset Management, Management
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Accounting and Finance
University of Wisconsin-Madison 1985 — 1990
BS, Economics and Communication Arts
Cathy Conlon Cathy Conlon's Franklin Templeton Investments Experience 1990 - 1998
Job Strategy and Business Development
Industry Financial Services
Experience
Broadridge Financial Solutions November 2009 - Present
Broadridge April 2007 - November 2009
ADP 2004 - 2007
ADP 2002 - 2004
ADP 1998 - 2002
Franklin Templeton Investments 1990 - 1998
Drexel Burnham Lambert 1988 - 1989
McGraw-Hill 1987 - 1988
Education
The Catholic University of America 1985 — 1986
MA, Finance
The Catholic University of America 1981 — 1985
BA, Economics
Broadridge Financial Solutions November 2009 - Present
Broadridge April 2007 - November 2009
ADP 2004 - 2007
ADP 2002 - 2004
ADP 1998 - 2002
Franklin Templeton Investments 1990 - 1998
Drexel Burnham Lambert 1988 - 1989
McGraw-Hill 1987 - 1988
Education
The Catholic University of America 1985 — 1986
MA, Finance
The Catholic University of America 1981 — 1985
BA, Economics
Darius Houshiarnejad Darius Houshiarnejad's Franklin Templeton Investments Experience April 2013 - July 2014
Job Product Manager Ecommerce at SolarCity
Industry Investment Management
Experience
SolarCity August 2015 - Present
SolarCity June 2015 - Present
SolarCity July 2014 - Present
Franklin Templeton Investments April 2013 - July 2014
SEI Investments- GoalInvestor.com March 2012 - April 2013
SEI Investments December 2010 - March 2012
Idea Lab Marketing September 2009 - December 2009
Filter Magazine September 2009 - December 2009
Cross-Cultural Solutions June 2008 - July 2008
Skills
Product Development, Product Management, Analytics, Data Analysis, Google Analytics, Product Marketing, Project Management, SQL, Market Research, Marketing, Microsoft Office, Google Adwords, Omniture, WordPress, Reddot CMS, Cisco MARS, Spredfast, Microsoft CRM, Management, PowerPoint, Microsoft Excel, Public Speaking, Github
Education
Temple University 2008 — 2010
B.B.A, Marketing, Fox Business Honors Program
SolarCity August 2015 - Present
SolarCity June 2015 - Present
SolarCity July 2014 - Present
Franklin Templeton Investments April 2013 - July 2014
SEI Investments- GoalInvestor.com March 2012 - April 2013
SEI Investments December 2010 - March 2012
Idea Lab Marketing September 2009 - December 2009
Filter Magazine September 2009 - December 2009
Cross-Cultural Solutions June 2008 - July 2008
Skills
Product Development, Product Management, Analytics, Data Analysis, Google Analytics, Product Marketing, Project Management, SQL, Market Research, Marketing, Microsoft Office, Google Adwords, Omniture, WordPress, Reddot CMS, Cisco MARS, Spredfast, Microsoft CRM, Management, PowerPoint, Microsoft Excel, Public Speaking, Github
Education
Temple University 2008 — 2010
B.B.A, Marketing, Fox Business Honors Program
Tristan Vanech Tristan Vanech's Franklin Templeton Investments Experience July 2015 - August 2015
Job Intern at Franklin Templeton Investments, K2 Advisors
Industry Writing and Editing
Experience
The Stanford Daily Newspaper August 2015 - Present
Franklin Templeton Investments July 2015 - August 2015
Los Angeles World's Fair, FPC June 2014 - September 2014
The Loyalist June 2013 - June 2014
Skills
Editing, News Writing, Journalism, Scrabble, HTML, Strategic Planning, Latin, Budgets, Negotiation, Fact-checking, Online Journalism, Chemistry, Calculus, InCopy, Headline Writing, Feature Articles, AP Style, Java, C++, MySQL, Breaking News, Storytelling, Web Editing, LexisNexis, JavaScript, CSS
Education
Stanford University 2014 — 2018
Symbolic Systems
Loyola High School of Los Angeles 2010 — 2014
Medill-Northwestern Journalism Institute 2013 — 2013
The Stanford Daily Newspaper August 2015 - Present
Franklin Templeton Investments July 2015 - August 2015
Los Angeles World's Fair, FPC June 2014 - September 2014
The Loyalist June 2013 - June 2014
Skills
Editing, News Writing, Journalism, Scrabble, HTML, Strategic Planning, Latin, Budgets, Negotiation, Fact-checking, Online Journalism, Chemistry, Calculus, InCopy, Headline Writing, Feature Articles, AP Style, Java, C++, MySQL, Breaking News, Storytelling, Web Editing, LexisNexis, JavaScript, CSS
Education
Stanford University 2014 — 2018
Symbolic Systems
Loyola High School of Los Angeles 2010 — 2014
Medill-Northwestern Journalism Institute 2013 — 2013
Randa Ghantous, CPA Randa Ghantous, CPA's Franklin Templeton Investments Experience August 2001 - May 2002
Job Director, Technical Accounting and IPO Services at Connor Group
Industry Accounting
Experience
Connor Group July 2015 - Present
Connor Group July 2013 - June 2015
Rio Tinto Alcan January 2008 - May 2013
Alcan Inc. January 2004 - December 2007
Ernst & Young Hellas June 2002 - July 2003
Franklin Templeton Investments August 2001 - May 2002
Ernst & Young Hellas March 1996 - July 2001
Ernst & Young LLP October 1991 - February 1996
Skills
IFRS, External Audit, Internal Controls, Auditing, Financial Reporting, Financial Accounting, Corporate Governance, Financial Analysis, Accounting, US GAAP reporting, Process Improvement, Business Strategy, GAAP, Management, Mergers & Acquisitions, Consolidation, US GAAP, Assurance, Consolidated Financial..., Forecasting, SEC filings, Due Diligence, Business Valuation, Divestitures, Analysis, Variance Analysis, CPA, Managerial Finance, Tax, Finance, Financial Statements, Revenue Recognition
Education
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
BS, Accounting
Connor Group July 2015 - Present
Connor Group July 2013 - June 2015
Rio Tinto Alcan January 2008 - May 2013
Alcan Inc. January 2004 - December 2007
Ernst & Young Hellas June 2002 - July 2003
Franklin Templeton Investments August 2001 - May 2002
Ernst & Young Hellas March 1996 - July 2001
Ernst & Young LLP October 1991 - February 1996
Skills
IFRS, External Audit, Internal Controls, Auditing, Financial Reporting, Financial Accounting, Corporate Governance, Financial Analysis, Accounting, US GAAP reporting, Process Improvement, Business Strategy, GAAP, Management, Mergers & Acquisitions, Consolidation, US GAAP, Assurance, Consolidated Financial..., Forecasting, SEC filings, Due Diligence, Business Valuation, Divestitures, Analysis, Variance Analysis, CPA, Managerial Finance, Tax, Finance, Financial Statements, Revenue Recognition
Education
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
BS, Accounting
Bob Groenke Bob Groenke's Franklin Templeton Investments Experience June 2011 - Present
Job High Yield Analyst at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments June 2011 - Present
Industrial Growth Partners August 2008 - July 2010
Thomas Weisel Partners April 2006 - June 2008
Merrill Lynch 2005 - 2005
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA
University of Michigan 2001 — 2005
BA, Economics
St. Xavier High School 1997 — 2001
Franklin Templeton Investments June 2011 - Present
Industrial Growth Partners August 2008 - July 2010
Thomas Weisel Partners April 2006 - June 2008
Merrill Lynch 2005 - 2005
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA
University of Michigan 2001 — 2005
BA, Economics
St. Xavier High School 1997 — 2001
Ken Linton Ken Linton's Franklin Templeton Investments Experience March 1998 - Present
Job Senior Associate General Counsel at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments March 1998 - Present
Franklin Templeton Investments October 2005 - April 2008
Franklin Templeton Investments October 1999 - October 2005
Franklin Templeton Investments March 1998 - October 1999
Fyfe Ireland LLP March 1995 - March 1998
Education
The University of Edinburgh 1986 — 1990
Bachelor of Laws (LLB)
Franklin Templeton Investments March 1998 - Present
Franklin Templeton Investments October 2005 - April 2008
Franklin Templeton Investments October 1999 - October 2005
Franklin Templeton Investments March 1998 - October 1999
Fyfe Ireland LLP March 1995 - March 1998
Education
The University of Edinburgh 1986 — 1990
Bachelor of Laws (LLB)
Jim Stoddard, MBA, ChFC, CLU Jim Stoddard, MBA, ChFC, CLU's Franklin Templeton Investments Experience 1993 - 1998
Job CEO at Incight Financial Alliance
Industry Financial Services
Experience
Incight Financial Alliance January 2015 - Present
Incight Strategic Consulting April 2012 - Present
University of South Florida - St. Petersburg June 2013 - Present
Transamerica Life and Protection January 2006 - April 2012
WFG Reinsurance, Limited 2006 - April 2012
Investment Advisors International 2006 - 2008
Western Reserve Life 2004 - 2006
West Coast Financial 2002 - 2004
Great Companies, LLC 2000 - 2002
Franklin Templeton Investments 1993 - 1998
Skills
Strategic Planning, Start-ups, Business Development, Entrepreneurship, Management, Retirement Planning, Business Strategy, Business Planning, Team Building, Risk Management, Marketing Strategy, Sales Management, New Business Development, Coaching, Team Leadership, Process Improvement, Fixed Annuities, Investments, Management Consulting, Insurance, Marketing, Mutual Funds, Business Analysis
Education
University of South Florida 1998 — 2000
MBA, Entrepreneurship, International Business, Management
University of South Florida 1991 — 1994
BA, Finance, Economics
The American College 2008 — 2008
CLU, Insurance
The American College 2006 — 2007
ChFC, Financial Planning
Incight Financial Alliance January 2015 - Present
Incight Strategic Consulting April 2012 - Present
University of South Florida - St. Petersburg June 2013 - Present
Transamerica Life and Protection January 2006 - April 2012
WFG Reinsurance, Limited 2006 - April 2012
Investment Advisors International 2006 - 2008
Western Reserve Life 2004 - 2006
West Coast Financial 2002 - 2004
Great Companies, LLC 2000 - 2002
Franklin Templeton Investments 1993 - 1998
Skills
Strategic Planning, Start-ups, Business Development, Entrepreneurship, Management, Retirement Planning, Business Strategy, Business Planning, Team Building, Risk Management, Marketing Strategy, Sales Management, New Business Development, Coaching, Team Leadership, Process Improvement, Fixed Annuities, Investments, Management Consulting, Insurance, Marketing, Mutual Funds, Business Analysis
Education
University of South Florida 1998 — 2000
MBA, Entrepreneurship, International Business, Management
University of South Florida 1991 — 1994
BA, Finance, Economics
The American College 2008 — 2008
CLU, Insurance
The American College 2006 — 2007
ChFC, Financial Planning
Jenny Wong's Franklin Templeton Investments Experience July 2010 - March 2013
Job Experienced RFP Writer
Industry Investment Management
Experience
WageWorks April 2013 - Present
Franklin Templeton Investments July 2010 - March 2013
US Bank May 2007 - June 2009
Skills
Analysis, Proposal Writing, Data Analysis, Investments, Microsoft Excel, Research, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Project Management, Outlook, Training, Marketing Strategy, Sales, Leadership, Portfolio Management, Databases, Management, Product Management, Financial Analysis, Process Improvement, Excel, MS Project, Internet Explorer, Firefox, Minitab, SAS, Dreamweaver, Customer Relations, Asset Allocation, Access, Requirements Analysis, Business Analysis, Mutual Funds, Visio, Market Research, Word, Problem Solving, Stata, Derivatives
Education
The Johns Hopkins University 2015 — 2016
Master of Science (MS), Applied Economics
University of California, Riverside 2004 — 2006
BA, Economics
WageWorks April 2013 - Present
Franklin Templeton Investments July 2010 - March 2013
US Bank May 2007 - June 2009
Skills
Analysis, Proposal Writing, Data Analysis, Investments, Microsoft Excel, Research, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Project Management, Outlook, Training, Marketing Strategy, Sales, Leadership, Portfolio Management, Databases, Management, Product Management, Financial Analysis, Process Improvement, Excel, MS Project, Internet Explorer, Firefox, Minitab, SAS, Dreamweaver, Customer Relations, Asset Allocation, Access, Requirements Analysis, Business Analysis, Mutual Funds, Visio, Market Research, Word, Problem Solving, Stata, Derivatives
Education
The Johns Hopkins University 2015 — 2016
Master of Science (MS), Applied Economics
University of California, Riverside 2004 — 2006
BA, Economics
Cynthia Ailey's Franklin Templeton Investments Experience June 2008 - Present
Job
Industry Investment Management
Experience
Franklin Templeton Investments June 2008 - Present
Franklin Templeton Investments May 2000 - June 2008
Franklin Templeton Investments July 1997 - May 2000
Franklin Templeton Investments May 1995 - July 1997
Skills
Immigration, Relocation, Process Improvement, Project Management, Human Resources, Recruiting, Leadership, Applicant Tracking..., Visio, Interviews, Analysis, Budgets, Marketing, New Hire Orientations, Immigration Law, PeopleSoft
Education
Stetson University 1980 — 1984
BBA
Franklin Templeton Investments June 2008 - Present
Franklin Templeton Investments May 2000 - June 2008
Franklin Templeton Investments July 1997 - May 2000
Franklin Templeton Investments May 1995 - July 1997
Skills
Immigration, Relocation, Process Improvement, Project Management, Human Resources, Recruiting, Leadership, Applicant Tracking..., Visio, Interviews, Analysis, Budgets, Marketing, New Hire Orientations, Immigration Law, PeopleSoft
Education
Stetson University 1980 — 1984
BBA
bonny callahan bonny callahan's Franklin Templeton Investments Experience April 2008 - Present
Job Human Resources Director and Business Partner at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2008 - Present
Franklin Templeton Investments April 2004 - April 2008
Franklin Templeton Investments May 2000 - April 2004
Franklin Templeton Investments April 1998 - May 2000
Franklin Templeton Investments September 1996 - April 1998
Franklin Templeton Investments March 1993 - September 1996
Marriott Corporation March 1990 - March 1993
Omni Corporation June 1988 - March 1990
Skills
Talent Management, Performance Management, Onboarding, Workforce Planning, Employee Relations, Talent Acquisition, Employee Benefits, HR Policies, PeopleSoft, College Recruiting, Human Resources
Education
Syracuse University
Bachelor of Science (B.S.), Hotel, Motel, and Restaurant Management
Franklin Templeton Investments April 2008 - Present
Franklin Templeton Investments April 2004 - April 2008
Franklin Templeton Investments May 2000 - April 2004
Franklin Templeton Investments April 1998 - May 2000
Franklin Templeton Investments September 1996 - April 1998
Franklin Templeton Investments March 1993 - September 1996
Marriott Corporation March 1990 - March 1993
Omni Corporation June 1988 - March 1990
Skills
Talent Management, Performance Management, Onboarding, Workforce Planning, Employee Relations, Talent Acquisition, Employee Benefits, HR Policies, PeopleSoft, College Recruiting, Human Resources
Education
Syracuse University
Bachelor of Science (B.S.), Hotel, Motel, and Restaurant Management
Bill Weeks Bill Weeks's Franklin Templeton Investments Experience June 2002 - March 2014
Job Vice President, Group Manager Communications/Public Relations at T. Rowe Price
Industry Investment Management
Experience
TIAA-CREF Asset Management March 2014 - February 2015
Franklin Templeton Investments June 2002 - March 2014
Fidelity Investments 1999 - 2001
Hong Kong Securities and Futures Commission 1995 - 1998
Burson-Marsteller 1991 - 1994
Skills
Crisis Communications, Issues Management, Alternative Investments, Mutual Funds, Corporate Communications, Media Relations, Communications Strategy, Investor Relations, Financial Services, Public Relations, Equities, Strategic Communications, Asset Management, Strategy, Social Media, Marketing Communications, Investments
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1989 — 1991
Master's Degree
Williams College 1980 — 1984
B.A.
Milton Academy 1973 — 1979
TIAA-CREF Asset Management March 2014 - February 2015
Franklin Templeton Investments June 2002 - March 2014
Fidelity Investments 1999 - 2001
Hong Kong Securities and Futures Commission 1995 - 1998
Burson-Marsteller 1991 - 1994
Skills
Crisis Communications, Issues Management, Alternative Investments, Mutual Funds, Corporate Communications, Media Relations, Communications Strategy, Investor Relations, Financial Services, Public Relations, Equities, Strategic Communications, Asset Management, Strategy, Social Media, Marketing Communications, Investments
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1989 — 1991
Master's Degree
Williams College 1980 — 1984
B.A.
Milton Academy 1973 — 1979
Lance Cidre Lance Cidre's Franklin Templeton Investments Experience July 2007 - July 2009
Job Litigation Associate at Schiff Hardin LLP
Industry Law Practice
Experience
Schiff Hardin LLP January 2013 - Present
Schiff Hardin LLP May 2011 - July 2011
Solano County Public Defender's Office June 2010 - August 2010
Franklin Templeton Investments July 2007 - July 2009
Law Office of David Mullens April 2006 - May 2007
Education
University of California, Hastings College of the Law 2009 — 2012
J.D.
Stanford University 2006 — 2007
M.A., East Asian Studies
Stanford University 2002 — 2006
B.A., Political Science; Economics and Chinese minors
Schiff Hardin LLP January 2013 - Present
Schiff Hardin LLP May 2011 - July 2011
Solano County Public Defender's Office June 2010 - August 2010
Franklin Templeton Investments July 2007 - July 2009
Law Office of David Mullens April 2006 - May 2007
Education
University of California, Hastings College of the Law 2009 — 2012
J.D.
Stanford University 2006 — 2007
M.A., East Asian Studies
Stanford University 2002 — 2006
B.A., Political Science; Economics and Chinese minors
Brad Crisci Brad Crisci's Franklin Templeton Investments Experience November 2000 - Present
Job Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments November 2000 - Present
Pender Newkirk & Company August 2000 - November 2000
Lumsden & McCormick, LLP February 1999 - August 2000
Economy Steel August 1997 - February 1999
BWB, PC September 1995 - August 1997
Lumsden & McCormick, LLP February 1994 - September 1995
Transamerica December 1992 - February 1994
Skills
Financial Services, Hedge Funds, Hedge Accounting, Fund Administration, Mutual Funds, Alternative Investments, Bloomberg, Fund Accounting, Fixed Income, Equities
Education
State University of New York College at Fredonia 1988 — 1992
B.S., Accounting
Franklin Templeton Investments November 2000 - Present
Pender Newkirk & Company August 2000 - November 2000
Lumsden & McCormick, LLP February 1999 - August 2000
Economy Steel August 1997 - February 1999
BWB, PC September 1995 - August 1997
Lumsden & McCormick, LLP February 1994 - September 1995
Transamerica December 1992 - February 1994
Skills
Financial Services, Hedge Funds, Hedge Accounting, Fund Administration, Mutual Funds, Alternative Investments, Bloomberg, Fund Accounting, Fixed Income, Equities
Education
State University of New York College at Fredonia 1988 — 1992
B.S., Accounting
Kristy Camacho Kristy Camacho's Franklin Templeton Investments Experience 2001 - 2002
Job Organizational Performance Consultant at United States Coast Guard
Industry Military
Experience
U.S. Coast Guard June 2010 - Present
U.S. Coast Guard 2008 - 2011
U.S. Coast Guard 2005 - 2008
USPTO 2003 - 2005
Franklin Templeton Investments 2001 - 2002
Skills
MBTI Certified, MBA, Microsoft Office, SWOT analysis, Coaching, Leadership, Organizational Behavior, Organizational..., Workshop Facilitation, 360 Feedback, Leadership Development, Career Development, Training, Organizational..., Human Performance, Training Delivery, Emotional Intelligence, Career Counseling, Personality Testing, Executive Development, Management Development, Data Analysis, Employee Training, Conflict Resolution, MBTI, Executive Coaching, Management, Team Building, Strategy, Policy, Personal Development, Human Resources, Consulting, Performance Improvement, Process Improvement, Knowledge Management, Government, Change Management, Program Development
Education
American Management Association 2011 — 2011
MBTI Certification, 7 Habits of Highly Effective People Certification
American Military University 2006 — 2010
Master of Arts (M.A.), Political Science and Government
The George Washington University - School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Organizational Behavior Studies
UCLA 1998 — 2001
Bachelor of Arts (B.A.), Psychology
South San Francisco High School
U.S. Coast Guard June 2010 - Present
U.S. Coast Guard 2008 - 2011
U.S. Coast Guard 2005 - 2008
USPTO 2003 - 2005
Franklin Templeton Investments 2001 - 2002
Skills
MBTI Certified, MBA, Microsoft Office, SWOT analysis, Coaching, Leadership, Organizational Behavior, Organizational..., Workshop Facilitation, 360 Feedback, Leadership Development, Career Development, Training, Organizational..., Human Performance, Training Delivery, Emotional Intelligence, Career Counseling, Personality Testing, Executive Development, Management Development, Data Analysis, Employee Training, Conflict Resolution, MBTI, Executive Coaching, Management, Team Building, Strategy, Policy, Personal Development, Human Resources, Consulting, Performance Improvement, Process Improvement, Knowledge Management, Government, Change Management, Program Development
Education
American Management Association 2011 — 2011
MBTI Certification, 7 Habits of Highly Effective People Certification
American Military University 2006 — 2010
Master of Arts (M.A.), Political Science and Government
The George Washington University - School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Organizational Behavior Studies
UCLA 1998 — 2001
Bachelor of Arts (B.A.), Psychology
South San Francisco High School
Matt Kasa Matt Kasa's Franklin Templeton Investments Experience February 2012 - May 2015
Job Vice President, DCIO Sales at American Century Investments
Industry Financial Services
Experience
American Century Investments May 2015 - Present
Franklin Templeton Investments February 2012 - May 2015
Legg Mason March 2008 - February 2012
OppenheimerFunds May 2004 - March 2008
Skills
Leadership, Series 63, 401k, Series 6, Mutual Funds, Series 7, CRPS
Education
State University of New York College at Oneonta
B/S, Business Economics
American Century Investments May 2015 - Present
Franklin Templeton Investments February 2012 - May 2015
Legg Mason March 2008 - February 2012
OppenheimerFunds May 2004 - March 2008
Skills
Leadership, Series 63, 401k, Series 6, Mutual Funds, Series 7, CRPS
Education
State University of New York College at Oneonta
B/S, Business Economics
Jim Cassata Jim Cassata's Franklin Templeton Investments Experience October 2001 - February 2003
Job CTO at AIQ, Inc./MeridianIQ/AdviceIQ
Industry Information Technology and Services
Experience
AIQ, Inc./Meridian-IQ/AdviceIQ April 2015 - Present
eDelta Consulting June 2013 - May 2015
Zaah Technologies August 2007 - June 2013
eDelta Consulting February 2003 - August 2007
Franklin Templeton Investments October 2001 - February 2003
Fiduciary Trust Company October 2000 - October 2001
DataTreasury December 1999 - October 2000
Web Express January 1995 - December 1999
Skills
Risk Management, Security, CRM, Management, Data Center, SDLC, Infrastructure, Cloud Computing, Information Security, Project Management, Virtualization, IT Management, Telecommunications, IT Strategy, Disaster Recovery, Vendor Management, Information Technology, Web Development, Integration
Education
The Polytechnic Institute of New York University 1985 — 1987
AIQ, Inc./Meridian-IQ/AdviceIQ April 2015 - Present
eDelta Consulting June 2013 - May 2015
Zaah Technologies August 2007 - June 2013
eDelta Consulting February 2003 - August 2007
Franklin Templeton Investments October 2001 - February 2003
Fiduciary Trust Company October 2000 - October 2001
DataTreasury December 1999 - October 2000
Web Express January 1995 - December 1999
Skills
Risk Management, Security, CRM, Management, Data Center, SDLC, Infrastructure, Cloud Computing, Information Security, Project Management, Virtualization, IT Management, Telecommunications, IT Strategy, Disaster Recovery, Vendor Management, Information Technology, Web Development, Integration
Education
The Polytechnic Institute of New York University 1985 — 1987
Cody Callaway Cody Callaway's Franklin Templeton Investments Experience October 2005 - January 2008
Job Financial Advisor
Industry Financial Services
Experience
Licensed Financial Advisor August 2009 - Present
Franklin Templeton Investments October 2005 - January 2008
American Funds July 1998 - September 2005
Education
Texas A&M University 1991 — 1993
Master's degree
Texas A&M University 1989 — 1991
Bachelor's degree
Licensed Financial Advisor August 2009 - Present
Franklin Templeton Investments October 2005 - January 2008
American Funds July 1998 - September 2005
Education
Texas A&M University 1991 — 1993
Master's degree
Texas A&M University 1989 — 1991
Bachelor's degree
Peter DiDominicis's Franklin Templeton Investments Experience May 2011 - January 2013
Job Investment Management Associate at BlackRock
Industry Financial Services
Experience
BlackRock January 2013 - Present
Franklin Templeton Investments May 2011 - January 2013
Franklin Templeton Investments February 2010 - May 2011
Neff Rental July 2009 - February 2010
Skills
Series 63, Series 7, Mutual Funds, 401k, Series 6, Separately Managed..., Asset Allocation, Retirement Planning, Fixed Annuities, Investments, Sales, Securities, Wealth Management, Financial Analysis, Microsoft Excel, Asset Managment, Marketing, Retirement, Alternative Investments, Series 65, Asset Management, ETFs, Financial Advisory, Finance, Investment Strategies, Equities, Fixed Income, Financial Services
Education
The Ohio State University 2005 — 2008
BA, Family Resource Mangement, Economics
BlackRock January 2013 - Present
Franklin Templeton Investments May 2011 - January 2013
Franklin Templeton Investments February 2010 - May 2011
Neff Rental July 2009 - February 2010
Skills
Series 63, Series 7, Mutual Funds, 401k, Series 6, Separately Managed..., Asset Allocation, Retirement Planning, Fixed Annuities, Investments, Sales, Securities, Wealth Management, Financial Analysis, Microsoft Excel, Asset Managment, Marketing, Retirement, Alternative Investments, Series 65, Asset Management, ETFs, Financial Advisory, Finance, Investment Strategies, Equities, Fixed Income, Financial Services
Education
The Ohio State University 2005 — 2008
BA, Family Resource Mangement, Economics
Christopher Carlo, CIMA® CRPC® Christopher Carlo, CIMA® CRPC®'s Franklin Templeton Investments Experience October 2005 - Present
Job Senior Advisor Consultant, Investment Only Division, Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2005 - Present
Franklin Templeton Investments October 2000 - October 2005
Franklin Templeton Investments June 1998 - September 2000
AAG Securities July 1997 - June 1998
Skills
Series 6, 7, 24, & 63, Mutual Funds, Series 7, Series 63, 401k, Asset Allocation, Investments, Retirement Planning, Wealth Management, Series 6, Securities, Retirement, Investment Advisory, Asset Management, Financial Services, Equities, Portfolio Management, Separately Managed...
Education
The University of Georgia 1993 — 1997
Bachelor of Arts (BA), Political Science and Government
Franklin Templeton Investments October 2005 - Present
Franklin Templeton Investments October 2000 - October 2005
Franklin Templeton Investments June 1998 - September 2000
AAG Securities July 1997 - June 1998
Skills
Series 6, 7, 24, & 63, Mutual Funds, Series 7, Series 63, 401k, Asset Allocation, Investments, Retirement Planning, Wealth Management, Series 6, Securities, Retirement, Investment Advisory, Asset Management, Financial Services, Equities, Portfolio Management, Separately Managed...
Education
The University of Georgia 1993 — 1997
Bachelor of Arts (BA), Political Science and Government
Rick Smyth Rick Smyth's Franklin Templeton Investments Experience 1999 - Present
Job Vice President at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 1999 - Present
Franklin Templeton Investments 1996 - 1999
Franklin Templeton Investments 1990 - 1995
Skills
Investments, Asset Management, Valuation, Fixed Income, Alternative Investments, Capital Markets, Mutual Funds, Portfolio Management, Due Diligence, Business Strategy, Equities, Strategic Thinking, Municipal Bonds, Finance, Corporate Governance, Leadership, Strategy
Education
The University of Chicago - Booth School of Business
MBA
University of Southern California
BA, History
Franklin Templeton Investments 1999 - Present
Franklin Templeton Investments 1996 - 1999
Franklin Templeton Investments 1990 - 1995
Skills
Investments, Asset Management, Valuation, Fixed Income, Alternative Investments, Capital Markets, Mutual Funds, Portfolio Management, Due Diligence, Business Strategy, Equities, Strategic Thinking, Municipal Bonds, Finance, Corporate Governance, Leadership, Strategy
Education
The University of Chicago - Booth School of Business
MBA
University of Southern California
BA, History
Blue Stanley Blue Stanley's Franklin Templeton Investments Experience July 2005 - January 2009
Job Administrative Technician III at Department of Health
Industry Government Administration
Experience
Department of Health May 2014 - Present
Arpin Van Lines, Inc. May 2013 - 2013
Practice Point Communications November 2011 - December 2012
Practice Point Communications January 2011 - December 2012
Practice Point Communications July 2010 - January 2011
Avaya September 2009 - October 2009
Franklin Templeton Investments July 2005 - January 2009
Kelly IT Resources 2009 - 2009
IBM Global Business Services December 2004 - May 2005
Herkimer County Community College January 2002 - May 2004
Skills
SharePoint, Active Directory, HTML
Education
SUNY Polytechnic Institute 2002 — 2004
BS, Professional & Technical Communications
Herkimer County Community College 2000 — 2002
AS, Computer Science
Department of Health May 2014 - Present
Arpin Van Lines, Inc. May 2013 - 2013
Practice Point Communications November 2011 - December 2012
Practice Point Communications January 2011 - December 2012
Practice Point Communications July 2010 - January 2011
Avaya September 2009 - October 2009
Franklin Templeton Investments July 2005 - January 2009
Kelly IT Resources 2009 - 2009
IBM Global Business Services December 2004 - May 2005
Herkimer County Community College January 2002 - May 2004
Skills
SharePoint, Active Directory, HTML
Education
SUNY Polytechnic Institute 2002 — 2004
BS, Professional & Technical Communications
Herkimer County Community College 2000 — 2002
AS, Computer Science
Abe Smith Abe Smith's Franklin Templeton Investments Experience September 2003 - December 2004
Job InfoSec Architect at Cepheid
Industry Computer & Network Security
Experience
Cepheid September 2013 - Present
BlueCore Networks January 2010 - September 2013
Visa 2007 - 2009
Xilinx 2004 - 2007
Franklin Templeton Investments September 2003 - December 2004
Clickmarks 2000 - 2002
Charles Schwab February 1999 - December 2000
Synopsys September 1996 - July 1998
Pacific Bell Network Integration February 1995 - September 1996
Sun 1992 - 1994
Skills
Enterprise IT..., Palo Alto Networks..., Firewall migration, IT Transformation, Network Security, Information Security, Firewalls, Vulnerability Assessment, Team Building, CISSP, Information Technology, Networking, Penetration Testing, IT Audit, Application Security, Risk Management, Information Security..., Computer Security, Checkpoint, IDS, Security, Strategy, Network Architecture, Professional Services, Vulnerability Management, Business Continuity, Data Center, ISO 27001, Encryption, Leadership, PCI DSS, Security Audits, Security Architecture..., Cloud Computing, Identity Management, Infrastructure, Virtualization, PKI, Intrusion Detection, IPS
Education
Stanford University Graduate School of Business 2001 — 2001
SEP
Cepheid September 2013 - Present
BlueCore Networks January 2010 - September 2013
Visa 2007 - 2009
Xilinx 2004 - 2007
Franklin Templeton Investments September 2003 - December 2004
Clickmarks 2000 - 2002
Charles Schwab February 1999 - December 2000
Synopsys September 1996 - July 1998
Pacific Bell Network Integration February 1995 - September 1996
Sun 1992 - 1994
Skills
Enterprise IT..., Palo Alto Networks..., Firewall migration, IT Transformation, Network Security, Information Security, Firewalls, Vulnerability Assessment, Team Building, CISSP, Information Technology, Networking, Penetration Testing, IT Audit, Application Security, Risk Management, Information Security..., Computer Security, Checkpoint, IDS, Security, Strategy, Network Architecture, Professional Services, Vulnerability Management, Business Continuity, Data Center, ISO 27001, Encryption, Leadership, PCI DSS, Security Audits, Security Architecture..., Cloud Computing, Identity Management, Infrastructure, Virtualization, PKI, Intrusion Detection, IPS
Education
Stanford University Graduate School of Business 2001 — 2001
SEP
Vicky Lowdon Vicky Lowdon's Franklin Templeton Investments Experience 1991 - 1993
Job Marketing Professional
Industry Marketing and Advertising
Experience
Ripple Communications VP Retail Investment Product MarketingBank of America1994 - 1999
Wells Fargo Bank 1993 - 1994
Franklin Templeton Investments 1991 - 1993
Franklin Templeton Investments 1986 - 1989
Skills
Nonprofits, Advertising, Public Relations
Education
Stanford University Graduate School of Business 1989 — 1991
MBA
University of California, Berkeley
BA - Architecture
Ripple Communications VP Retail Investment Product MarketingBank of America1994 - 1999
Wells Fargo Bank 1993 - 1994
Franklin Templeton Investments 1991 - 1993
Franklin Templeton Investments 1986 - 1989
Skills
Nonprofits, Advertising, Public Relations
Education
Stanford University Graduate School of Business 1989 — 1991
MBA
University of California, Berkeley
BA - Architecture
Anil Sane, PMP, CSM, ITIL's Franklin Templeton Investments Experience 2006 - 2007
Job Sr Project Manager at Cisco Systems
Industry Information Technology and Services
Experience
Cisco Systems May 2008 - Present
Cisco Systems February 2007 - May 2008
Franklin Templeton Investments 2006 - 2007
Cisco Systems March 2002 - September 2006
Aspect Communications December 2001 - February 2002
Brocade July 2001 - November 2001
Xoriant 1996 - 2001
Zensar/ICIM/III February 1994 - August 1995
Fujitsu-ICIM 1994 - 1995
Fujitsu ICIM (Zensar) (ICL), Pune, India 1994 - 1995
Skills
Data Warehousing, Agile Methodologies, Enterprise Software, Visio, Business Intelligence, Databases, Program Management, SDLC, SQL, Software Project..., Cross-functional Team..., Business Process, SOA, PMP, Oracle, Cloud Computing, Scrum, ETL, Data Modeling, Management
Education
University of Pune 1990 — 1992
Diploma in Business Management (DBM), Business Management
Symbiosis institute of Management Studies 1987 — 1989
Advanced Diploma in Software System Analysis and Applications (ADCSSA), Computer Science
University of Pune 1984 — 1987
Bachelor of Science (BS), Physics
Cisco Systems May 2008 - Present
Cisco Systems February 2007 - May 2008
Franklin Templeton Investments 2006 - 2007
Cisco Systems March 2002 - September 2006
Aspect Communications December 2001 - February 2002
Brocade July 2001 - November 2001
Xoriant 1996 - 2001
Zensar/ICIM/III February 1994 - August 1995
Fujitsu-ICIM 1994 - 1995
Fujitsu ICIM (Zensar) (ICL), Pune, India 1994 - 1995
Skills
Data Warehousing, Agile Methodologies, Enterprise Software, Visio, Business Intelligence, Databases, Program Management, SDLC, SQL, Software Project..., Cross-functional Team..., Business Process, SOA, PMP, Oracle, Cloud Computing, Scrum, ETL, Data Modeling, Management
Education
University of Pune 1990 — 1992
Diploma in Business Management (DBM), Business Management
Symbiosis institute of Management Studies 1987 — 1989
Advanced Diploma in Software System Analysis and Applications (ADCSSA), Computer Science
University of Pune 1984 — 1987
Bachelor of Science (BS), Physics
Lisa Epstein's Franklin Templeton Investments Experience 2007 - 2007
Job Relationship Management at State Street
Industry Financial Services
Experience
State Street Bank 2010 - Present
State Street Bank 2007 - 2010
Franklin Templeton Investments 2007 - 2007
E*TRADE Financial 2004 - 2006
Skills
Mutual Funds, Client Billing, Expenses, Fund Accounting, Expense Allocation, Invoice Processing, Microsoft Excel, Process Improvement, Relationship Management, Securities, Corporate Actions
Education
University of the Pacific 2000 — 2004
BS, Mathematical Economics
London School of Economics and Political Science 2002 — 2003
General Course
State Street Bank 2010 - Present
State Street Bank 2007 - 2010
Franklin Templeton Investments 2007 - 2007
E*TRADE Financial 2004 - 2006
Skills
Mutual Funds, Client Billing, Expenses, Fund Accounting, Expense Allocation, Invoice Processing, Microsoft Excel, Process Improvement, Relationship Management, Securities, Corporate Actions
Education
University of the Pacific 2000 — 2004
BS, Mathematical Economics
London School of Economics and Political Science 2002 — 2003
General Course
Kimberlee Chang Mendes's Franklin Templeton Investments Experience December 2005 - May 2009
Job
Industry Retail
Experience
Apple September 2014 - Present
Walmart eCommerce August 2011 - September 2014
Walmart eCommerce November 2010 - August 2011
Walmart eCommerce March 2010 - November 2010
Walmart eCommerce May 2009 - March 2010
Franklin Templeton Investments December 2005 - May 2009
Franklin Templeton Investments April 2003 - December 2005
Franklin Templeton Investments July 2002 - April 2003
Education
University of California, Davis 1998 — 2002
BS, Managerial Economics
Stanford University Graduate School of Business 2013 — 2013
Certificate of Completion for Executive Program for Women Leaders
Scrum Alliance 2013 — 2013
Certified Scrum Product Owner, Certification
Apple September 2014 - Present
Walmart eCommerce August 2011 - September 2014
Walmart eCommerce November 2010 - August 2011
Walmart eCommerce March 2010 - November 2010
Walmart eCommerce May 2009 - March 2010
Franklin Templeton Investments December 2005 - May 2009
Franklin Templeton Investments April 2003 - December 2005
Franklin Templeton Investments July 2002 - April 2003
Education
University of California, Davis 1998 — 2002
BS, Managerial Economics
Stanford University Graduate School of Business 2013 — 2013
Certificate of Completion for Executive Program for Women Leaders
Scrum Alliance 2013 — 2013
Certified Scrum Product Owner, Certification
Kyle Janecky's Franklin Templeton Investments Experience June 2007 - June 2010
Job University of St. Augustine for Health Sciences
Industry Higher Education
Experience
University of St. Augustine for Health Sciences July 2015 - Present
BioMed Realty Trust 2013 - June 2015
Websense 2010 - 2013
Franklin Templeton Investments June 2007 - June 2010
Skills
Business Analysis, Accounting, Financial Modeling, Finance, Portfolio Management, Financial Analysis, Valuation, Asset Management, Entrepreneurship, Project Management, Sales, Strategy, Business Process...
Education
The Ohio State University Fisher College of Business 2002 — 2005
University of St. Augustine for Health Sciences July 2015 - Present
BioMed Realty Trust 2013 - June 2015
Websense 2010 - 2013
Franklin Templeton Investments June 2007 - June 2010
Skills
Business Analysis, Accounting, Financial Modeling, Finance, Portfolio Management, Financial Analysis, Valuation, Asset Management, Entrepreneurship, Project Management, Sales, Strategy, Business Process...
Education
The Ohio State University Fisher College of Business 2002 — 2005
Kristy Nakai's Franklin Templeton Investments Experience 2001 - 2002
Job Program Analyst at United States Coast Guard
Industry Government Administration
Experience
United States Coast Guard Management AnalystUnited States Patent and Trademark Office2002 - 2004
Franklin Templeton Investments 2001 - 2002
Education
The George Washington University - School of Business 2002 — 2004
University of California, Los Angeles 1998 — 2001
Bachelor of Arts, Psychology, English
United States Coast Guard Management AnalystUnited States Patent and Trademark Office2002 - 2004
Franklin Templeton Investments 2001 - 2002
Education
The George Washington University - School of Business 2002 — 2004
University of California, Los Angeles 1998 — 2001
Bachelor of Arts, Psychology, English
Brett Owen's Franklin Templeton Investments Experience May 2007 - August 2007
Job Analyst and Trader at RMB Capital
Industry Investment Management
Experience
RMB Capital June 2015 - Present
M&T Bank October 2014 - June 2015
M&T Bank May 2012 - June 2015
M&T Bank July 2008 - May 2012
M&T Bank October 2010 - February 2011
M&T Bank June 2009 - September 2010
M&T Bank July 2008 - June 2009
Franklin Templeton Investments May 2007 - August 2007
Skills
Commercial Banking, Retail Banking, Banking, Credit Analysis, Credit, Risk Management, Strategic Financial..., Fixed Income, Commercial Lending, Financial Modeling, Series 6, Series 63, Small Business Lending
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2014
MBA, Finance
State University of New York College at Geneseo 2005 — 2008
B.S., Business Administration
RMB Capital June 2015 - Present
M&T Bank October 2014 - June 2015
M&T Bank May 2012 - June 2015
M&T Bank July 2008 - May 2012
M&T Bank October 2010 - February 2011
M&T Bank June 2009 - September 2010
M&T Bank July 2008 - June 2009
Franklin Templeton Investments May 2007 - August 2007
Skills
Commercial Banking, Retail Banking, Banking, Credit Analysis, Credit, Risk Management, Strategic Financial..., Fixed Income, Commercial Lending, Financial Modeling, Series 6, Series 63, Small Business Lending
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2014
MBA, Finance
State University of New York College at Geneseo 2005 — 2008
B.S., Business Administration
Cindy Olsen, CFA's Franklin Templeton Investments Experience June 2008 - Present
Job Equity Research Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2008 - Present
Franklin Templeton July 2005 - July 2008
Chicago Board of Trade June 2003 - August 2003
Skills
Equity Research, Valuation, Bloomberg, Financial Modeling, Investments, Financial Analysis, Portfolio Management, Chartered Financial..., Asset Management, Equities, Analysis, Private Equity, Series 7, Alternative Investments, Finance, Hedge Funds, Capital Markets
Education
Stanford University 2001 — 2005
Bachelor of Arts (BA), Public Policy Analysis
Villa Park 1997 — 2001
Franklin Templeton Investments June 2008 - Present
Franklin Templeton July 2005 - July 2008
Chicago Board of Trade June 2003 - August 2003
Skills
Equity Research, Valuation, Bloomberg, Financial Modeling, Investments, Financial Analysis, Portfolio Management, Chartered Financial..., Asset Management, Equities, Analysis, Private Equity, Series 7, Alternative Investments, Finance, Hedge Funds, Capital Markets
Education
Stanford University 2001 — 2005
Bachelor of Arts (BA), Public Policy Analysis
Villa Park 1997 — 2001
Amy Cooper's Franklin Templeton Investments Experience June 2015 - Present
Job Vice President Asset Management
Industry Financial Services
Experience
Franklin Templeton Investments June 2015 - Present
AIG January 2013 - June 2015
Citi 2010 - 2013
Citigroup 2009 - 2010
Citigroup 2008 - 2009
Lehman Brothers 2005 - 2008
Tillinghast 2003 - 2005
Skills
Fixed Income, Derivatives, Financial Modeling, ALM, Asset Management, Equities, Valuation, Portfolio Management, Asset Allocation, Structured Finance, Quantitative Finance, Capital Markets, Options, Swaps, Hedging, Trading, Securitization, Global Tactical Asset..., Structured Products
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Analytical Finance
University of Waterloo 1998 — 2003
BMat, Actuarial Science
Franklin Templeton Investments June 2015 - Present
AIG January 2013 - June 2015
Citi 2010 - 2013
Citigroup 2009 - 2010
Citigroup 2008 - 2009
Lehman Brothers 2005 - 2008
Tillinghast 2003 - 2005
Skills
Fixed Income, Derivatives, Financial Modeling, ALM, Asset Management, Equities, Valuation, Portfolio Management, Asset Allocation, Structured Finance, Quantitative Finance, Capital Markets, Options, Swaps, Hedging, Trading, Securitization, Global Tactical Asset..., Structured Products
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Analytical Finance
University of Waterloo 1998 — 2003
BMat, Actuarial Science
Eric Mendez's Franklin Templeton Investments Experience August 2005 - October 2007
Job Investment Management
Industry Investment Management
Experience
BCM/LAB Advisors July 2008 - Present
Artisan Partners May 2008 - July 2008
Franklin Templeton Investments August 2005 - October 2007
Oaktree Capital Management June 2004 - September 2004
WR Hambrecht + Co 2000 - 2003
Skills
Private Equity, Hedge Funds, Investment Banking
Education
Stanford University Graduate School of Business 2003 — 2005
University of California, Berkeley 1995 — 1999
BA, Economics
BCM/LAB Advisors July 2008 - Present
Artisan Partners May 2008 - July 2008
Franklin Templeton Investments August 2005 - October 2007
Oaktree Capital Management June 2004 - September 2004
WR Hambrecht + Co 2000 - 2003
Skills
Private Equity, Hedge Funds, Investment Banking
Education
Stanford University Graduate School of Business 2003 — 2005
University of California, Berkeley 1995 — 1999
BA, Economics
Scott Averitt's Franklin Templeton Investments Experience January 2001 - June 2004
Job Regional Alternative Investments Specialist
Industry Financial Services
Experience
Merrill Lynch March 2006 - Present
Heritage Asset Management June 2004 - February 2006
Franklin Templeton Investments January 2001 - June 2004
Skills
Series 7, Investments, Asset Management, Mutual Funds, Alternative Investments, Hedge Funds, Financial Services, Private Equity, Wealth Management, Strategic Financial..., Credit, Financial Analysis, Financial Modeling, Loans, Retirement, Sales Operations, Series 63
Education
University of Phoenix 2001 — 2003
MBA in Global Management, Business
The University of Georgia 1994 — 1998
BSFR, Biology, Wildlife
University of Miami 1991 — 1992
SAE, Architecture
Merrill Lynch March 2006 - Present
Heritage Asset Management June 2004 - February 2006
Franklin Templeton Investments January 2001 - June 2004
Skills
Series 7, Investments, Asset Management, Mutual Funds, Alternative Investments, Hedge Funds, Financial Services, Private Equity, Wealth Management, Strategic Financial..., Credit, Financial Analysis, Financial Modeling, Loans, Retirement, Sales Operations, Series 63
Education
University of Phoenix 2001 — 2003
MBA in Global Management, Business
The University of Georgia 1994 — 1998
BSFR, Biology, Wildlife
University of Miami 1991 — 1992
SAE, Architecture
Alan Somech's Franklin Templeton Investments Experience September 2010 - May 2014
Job Wrap Trader at Adelante Capital Management
Industry Financial Services
Experience
Adelante Capital Management June 2014 - Present
Franklin Templeton Investments September 2010 - May 2014
Natixis January 2005 - December 2009
Natixis July 2004 - June 2005
Raymond James Financial August 2003 - December 2003
Skills
Trading, Relationship Management, Financial Analysis, Business Analysis, Analysis, Analytics, Competitive Analysis, Process Improvement, Strategy, Cross-functional Team..., Vendor Management, Project Management, Business Development
Education
The University of Kansas 1999 — 2003
BA, Economics
Adelante Capital Management June 2014 - Present
Franklin Templeton Investments September 2010 - May 2014
Natixis January 2005 - December 2009
Natixis July 2004 - June 2005
Raymond James Financial August 2003 - December 2003
Skills
Trading, Relationship Management, Financial Analysis, Business Analysis, Analysis, Analytics, Competitive Analysis, Process Improvement, Strategy, Cross-functional Team..., Vendor Management, Project Management, Business Development
Education
The University of Kansas 1999 — 2003
BA, Economics
Tony Gould's Franklin Templeton Investments Experience March 1995 - June 2003
Job Managing Director, Global Head, Pension Solutions and Advisory, at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management August 2011 - Present
Barclays Capital June 2003 - August 2011
Lehman Brothers 2003 - 2008
Franklin Templeton Investments March 1995 - June 2003
Skills
Risk Management, Portfolio Management, Mutual Funds, Fixed Income, Asset Allocation, Marketing, Strategy, Hedge Funds, Pensions
Education
London School of Economics and Political Science 1983 — 1986
Economics
JP Morgan Asset Management August 2011 - Present
Barclays Capital June 2003 - August 2011
Lehman Brothers 2003 - 2008
Franklin Templeton Investments March 1995 - June 2003
Skills
Risk Management, Portfolio Management, Mutual Funds, Fixed Income, Asset Allocation, Marketing, Strategy, Hedge Funds, Pensions
Education
London School of Economics and Political Science 1983 — 1986
Economics
Les Kratter's Franklin Templeton Investments Experience 1992 - Present
Job Senior Vice President at Franklin Resources, Inc
Industry Financial Services
Experience
Franklin Resources, Inc February 1992 - Present
Franklin Templeton Investments 1992 - Present
IASCO 1979 - 1992
Kaplan Livingston 1976 - 1978
Securities and Exchange Commission 1974 - 1976
Pacht Ross 1972 - 1974
Skills
Mutual Funds, Asset Management, Alternative Investments, Equities, Investments, Hedge Funds, Portfolio Management, Fixed Income, Wealth Management, Financial Services, Securities, Asset Allocation
Education
Stanford University Law School 1969 — 1972
JD, Law
Stanford University 1963 — 1967
BA, Drama, English
Stanford University 1963 — 1967
BA, Drama, English
Fieldston School 1956 — 1963
High School, English, History, Etc
Franklin Resources, Inc February 1992 - Present
Franklin Templeton Investments 1992 - Present
IASCO 1979 - 1992
Kaplan Livingston 1976 - 1978
Securities and Exchange Commission 1974 - 1976
Pacht Ross 1972 - 1974
Skills
Mutual Funds, Asset Management, Alternative Investments, Equities, Investments, Hedge Funds, Portfolio Management, Fixed Income, Wealth Management, Financial Services, Securities, Asset Allocation
Education
Stanford University Law School 1969 — 1972
JD, Law
Stanford University 1963 — 1967
BA, Drama, English
Stanford University 1963 — 1967
BA, Drama, English
Fieldston School 1956 — 1963
High School, English, History, Etc
Joseph DiPiazza's Franklin Templeton Investments Experience August 1999 - September 2001
Job Sr. Business Systems Analyst
Industry Financial Services
Experience
Clearing Corporation September 2008 - Present
Franklin Templeton Group September 2001 - June 2008
Franklin Templeton Investments August 1999 - September 2001
Franklin Templeton Investments August 1997 - September 1999
Education
State University of New York College at Oneonta 1980 — 1984
BS, Business Admin / M.I.S.
Clearing Corporation September 2008 - Present
Franklin Templeton Group September 2001 - June 2008
Franklin Templeton Investments August 1999 - September 2001
Franklin Templeton Investments August 1997 - September 1999
Education
State University of New York College at Oneonta 1980 — 1984
BS, Business Admin / M.I.S.
Gary Lydrickson's Franklin Templeton Investments Experience 2004 - Present
Job Senior Advisor Consultant, Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 2004 - Present
Skills
Mutual Funds, Series 7, Investments, Series 63, Retirement Planning, Asset Allocation, Wealth Management, Retirement, Investment Advisory, Securities, Asset Management, 401k, Portfolio Management, Alternative Investments, Financial Services, Investment Strategies, Insurance, Fixed Annuities, Management, Financial Advisory, Fixed Income, IRAs, Wealth, Uniform Combined State..., Relationship Management, Financial Analysis
Education
Franklin University 1984 — 1985
Bachelor's of Science, Business Administration and Management, General
The Ohio State University 1980 — 1984
Franklin Templeton Investments 2004 - Present
Skills
Mutual Funds, Series 7, Investments, Series 63, Retirement Planning, Asset Allocation, Wealth Management, Retirement, Investment Advisory, Securities, Asset Management, 401k, Portfolio Management, Alternative Investments, Financial Services, Investment Strategies, Insurance, Fixed Annuities, Management, Financial Advisory, Fixed Income, IRAs, Wealth, Uniform Combined State..., Relationship Management, Financial Analysis
Education
Franklin University 1984 — 1985
Bachelor's of Science, Business Administration and Management, General
The Ohio State University 1980 — 1984
Patrick Motta's Franklin Templeton Investments Experience AVP/Risk ManagerFranklin Templeton1995 - Present
Job AVP/Risk Manager at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments AVP/Risk ManagerFranklin Templeton1995 - Present
Skills
Performance Attribution
Education
University of Miami 1999 — 2000
MBA
Tennessee Technological University - College of Business Administration
BSBA, Finance
Franklin Templeton Investments AVP/Risk ManagerFranklin Templeton1995 - Present
Skills
Performance Attribution
Education
University of Miami 1999 — 2000
MBA
Tennessee Technological University - College of Business Administration
BSBA, Finance
Carolyn Aulicino's Franklin Templeton Investments Experience 2002 - Present
Job Director at Franklin Templeton Group
Industry Investment Management
Experience
Franklin Templeton Group March 2002 - Present
Franklin Templeton Investments 2002 - Present
Franklin Templeton 1992 - Present
Key Technology Services - KeyCorp 1991 - 2003
KeyCorp 1991 - 2002
KeyBank 1990 - 2002
Skills
Vendor Management, Financial Services, SDLC, Program Management, Risk Management, Business Analysis, Team Building, Change Management, IT Strategy, Leadership, Process Improvement, Project Management, Relationship Management, Strategy, Banking, Business Process...
Education
The College of Saint Rose 1991 — 1995
BS, Mangement/Computer Science
The College of Saint Rose 1991 — 1995
MBA, Management
Franklin Templeton Group March 2002 - Present
Franklin Templeton Investments 2002 - Present
Franklin Templeton 1992 - Present
Key Technology Services - KeyCorp 1991 - 2003
KeyCorp 1991 - 2002
KeyBank 1990 - 2002
Skills
Vendor Management, Financial Services, SDLC, Program Management, Risk Management, Business Analysis, Team Building, Change Management, IT Strategy, Leadership, Process Improvement, Project Management, Relationship Management, Strategy, Banking, Business Process...
Education
The College of Saint Rose 1991 — 1995
BS, Mangement/Computer Science
The College of Saint Rose 1991 — 1995
MBA, Management
Chris Harkness, CFCM's Franklin Templeton Investments Experience February 2005 - February 2006
Job Small Business Manager at Atkins North America Holdings Corp.
Industry Defense & Space
Experience
Atkins North America Holdings Corp November 2013 - Present
McCormick & Company July 2011 - November 2013
Ukrainian Defense Consulting June 2010 - July 2011
General Dynamics Ordnance and Tactical Systems February 2006 - June 2010
Franklin Templeton Investments February 2005 - February 2006
Skills
Data Analysis, Financial Modeling, Cross-functional Team..., Business Analysis, Program Management, FAR, Financial Analysis, Asset Managment, Security Clearance, Management, DoD, Asset Management, Proposal Writing, Contract Management, Supply Chain Management, Customer Service, Defense, Project Management, Earned Value Management, Process Improvement, Government Procurement, Project Planning
Education
The George Washington University 2009 — 2014
Master's Certificate, Government Contracting
University of South Florida 2008 — 2010
Master of Business Administration (M.B.A.), Supply Chain Management, Management, Advanced Management, International Business
University of Florida - Warrington College of Business Administration 1999 — 2004
Bachelor, Finance
Atkins North America Holdings Corp November 2013 - Present
McCormick & Company July 2011 - November 2013
Ukrainian Defense Consulting June 2010 - July 2011
General Dynamics Ordnance and Tactical Systems February 2006 - June 2010
Franklin Templeton Investments February 2005 - February 2006
Skills
Data Analysis, Financial Modeling, Cross-functional Team..., Business Analysis, Program Management, FAR, Financial Analysis, Asset Managment, Security Clearance, Management, DoD, Asset Management, Proposal Writing, Contract Management, Supply Chain Management, Customer Service, Defense, Project Management, Earned Value Management, Process Improvement, Government Procurement, Project Planning
Education
The George Washington University 2009 — 2014
Master's Certificate, Government Contracting
University of South Florida 2008 — 2010
Master of Business Administration (M.B.A.), Supply Chain Management, Management, Advanced Management, International Business
University of Florida - Warrington College of Business Administration 1999 — 2004
Bachelor, Finance
Emiliano Shnitzer-Bartocci's Franklin Templeton Investments Experience January 2009 - January 2012
Job Brand Manager
Industry Luxury Goods & Jewelry
Experience
TBL Americas LLC January 2012 - Present
Franklin Templeton Investments January 2009 - January 2012
Skills
Sales Management, Sales Operations, Direct Sales, Brand Management, Brand Development, Trading, Electronic Trading, FX trading, Foreign Exchange, Currency, Derivatives, Options, Equities, Alternative Investments, Financial Markets, Trading Strategies, Equity Trading, Retail
Education
State University of New York Empire State College 2004 — 2008
Bachelor's Degree, International Finance
TBL Americas LLC January 2012 - Present
Franklin Templeton Investments January 2009 - January 2012
Skills
Sales Management, Sales Operations, Direct Sales, Brand Management, Brand Development, Trading, Electronic Trading, FX trading, Foreign Exchange, Currency, Derivatives, Options, Equities, Alternative Investments, Financial Markets, Trading Strategies, Equity Trading, Retail
Education
State University of New York Empire State College 2004 — 2008
Bachelor's Degree, International Finance
Xanquanii Lee's Franklin Templeton Investments Experience 2007 - 2007
Job Student at The George Washington University School of Business
Industry Higher Education
Experience
Franklin Templeton Investments 2007 - 2007
Education
The George Washington University - School of Business 2005 — 2009
The George Washington University
Franklin Templeton Investments 2007 - 2007
Education
The George Washington University - School of Business 2005 — 2009
The George Washington University
Cameron Jones's Franklin Templeton Investments Experience September 2002 - December 2003
Job Associate Dean for Student Affairs at Georgetown University School of Medicine
Industry Education Management
Experience
Georgetown University School of Medicine June 2014 - Present
Georgetown University School of Medicine July 2006 - Present
Parlez Vous, Inc. April 2004 - November 2008
EG&G September 2004 - May 2006
Franklin Templeton Investments September 2002 - December 2003
United Way of South Hampton Roads March 2001 - June 2002
Skills
Financial Modeling, Analysis, Accounting, Research, Higher Education, Financial Analysis, Public Speaking, Public Relations, Event Planning, Social Media, Data Analysis, Program Evaluation, Financial Reporting, Leadership, Financial Services, Non-profits, Microsoft Excel, Market Research, Budgets, Microsoft Office, Investments, Due Diligence, PowerPoint, Nonprofits, Teaching, Strategic Planning
Education
The University of Edinburgh 2003 — 2004
MSc, Cultural Studies
University of North Carolina at Chapel Hill 1997 — 2001
BA, Communications
University of North Carolina at Wilmington 1999 — 2000
Communications and Film
Broughton High School 1993 — 1997
Georgetown University School of Medicine June 2014 - Present
Georgetown University School of Medicine July 2006 - Present
Parlez Vous, Inc. April 2004 - November 2008
EG&G September 2004 - May 2006
Franklin Templeton Investments September 2002 - December 2003
United Way of South Hampton Roads March 2001 - June 2002
Skills
Financial Modeling, Analysis, Accounting, Research, Higher Education, Financial Analysis, Public Speaking, Public Relations, Event Planning, Social Media, Data Analysis, Program Evaluation, Financial Reporting, Leadership, Financial Services, Non-profits, Microsoft Excel, Market Research, Budgets, Microsoft Office, Investments, Due Diligence, PowerPoint, Nonprofits, Teaching, Strategic Planning
Education
The University of Edinburgh 2003 — 2004
MSc, Cultural Studies
University of North Carolina at Chapel Hill 1997 — 2001
BA, Communications
University of North Carolina at Wilmington 1999 — 2000
Communications and Film
Broughton High School 1993 — 1997
Michael Gui, CFA's Franklin Templeton Investments Experience June 2004 - August 2013
Job Director of Business Development, Franklin Templeton Portfolio Advisors
Industry Financial Services
Experience
Franklin Templeton Investments June 2004 - August 2013
Lehman Brothers 2001 - 2002
Education
The Tuck School of Business at Dartmouth 1999 — 2001
MBA
Franklin Templeton Investments June 2004 - August 2013
Lehman Brothers 2001 - 2002
Education
The Tuck School of Business at Dartmouth 1999 — 2001
MBA
Clive Norgan's Franklin Templeton Investments Experience May 1984 - September 1990
Job Owner of Norgan Trading
Industry International Trade and Development
Experience
Norgan Trading October 2002 - Present
Goldman Sachs January 1991 - April 2002
Franklin Templeton Investments May 1984 - September 1990
Education
Stanford University
Norgan Trading October 2002 - Present
Goldman Sachs January 1991 - April 2002
Franklin Templeton Investments May 1984 - September 1990
Education
Stanford University
Dan O'Lear's Franklin Templeton Investments Experience Director of SalesFranklin Templeton1996 - Present
Job Director of Sales at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments Director of SalesFranklin Templeton1996 - Present
Kemper Funds 1992 - 1996
Education
State University of New York College at Oneonta
Franklin Templeton Investments Director of SalesFranklin Templeton1996 - Present
Kemper Funds 1992 - 1996
Education
State University of New York College at Oneonta
Garry D. Greenough's Franklin Templeton Investments Experience June 1998 - December 2004
Job Interim Banquet Chef/Line Cook at The St. Petersburg Yacht Club
Industry Food Production
Experience
St. Petersburg Yacht Club March 2014 - Present
The Sandpearl Resort April 2012 - March 2014
V-Squared Restaurant Group October 2011 - July 2012
TS Capital, LLC. January 2010 - September 2010
John Hancock Funds January 2007 - March 2009
Ameriprise Financial Services, Inc. January 2004 - December 2007
Franklin Templeton Investments June 1998 - December 2004
Skills
Separately Managed..., Series 7, Series 63, 401k, Mutual Funds, Fixed Annuities, Uniform Combined State..., Alternative Investments, Sales Management, Sales, Public Speaking, Forecasting, Strategic Planning, New Business Development, Account Management, Culinary Skills, Cooking, Fine Dining, Banquets
Education
The Art Insitute of Tampa 2011 — 2012
Associates Degree, Culinary Arts/Chef Training
State University of New York College at Plattsburgh 1990 — 1994
Bachelor of Professional Accounting Degree, Accounting
St. Petersburg Yacht Club March 2014 - Present
The Sandpearl Resort April 2012 - March 2014
V-Squared Restaurant Group October 2011 - July 2012
TS Capital, LLC. January 2010 - September 2010
John Hancock Funds January 2007 - March 2009
Ameriprise Financial Services, Inc. January 2004 - December 2007
Franklin Templeton Investments June 1998 - December 2004
Skills
Separately Managed..., Series 7, Series 63, 401k, Mutual Funds, Fixed Annuities, Uniform Combined State..., Alternative Investments, Sales Management, Sales, Public Speaking, Forecasting, Strategic Planning, New Business Development, Account Management, Culinary Skills, Cooking, Fine Dining, Banquets
Education
The Art Insitute of Tampa 2011 — 2012
Associates Degree, Culinary Arts/Chef Training
State University of New York College at Plattsburgh 1990 — 1994
Bachelor of Professional Accounting Degree, Accounting
Stuart Bateman's Franklin Templeton Investments Experience February 1987 - Present
Job Senior Vice President at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments February 1987 - Present
Skills
Series 7, Investments, Mutual Funds, Financial Services, Wealth Management, Equities, Securities, Asset Management, Asset Managment, Transfer Agency, Fixed Income, Leadership, Project Management, Management, Alternative Investments, Vendor Management, Relationship Management, Back Office
Education
Texas A&M University 1982 — 1986
Bachelor’s Degree, Poitical Science
Franklin Templeton Investments February 1987 - Present
Skills
Series 7, Investments, Mutual Funds, Financial Services, Wealth Management, Equities, Securities, Asset Management, Asset Managment, Transfer Agency, Fixed Income, Leadership, Project Management, Management, Alternative Investments, Vendor Management, Relationship Management, Back Office
Education
Texas A&M University 1982 — 1986
Bachelor’s Degree, Poitical Science
Chris Rochester's Franklin Templeton Investments Experience December 2012 - Present
Job Equity Research Associate at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2012 - Present
Franklin Templeton Investments December 2010 - December 2012
Franklin Templeton Investments March 2010 - December 2010
Forward Management June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Skills
Investments, Mutual Funds, Equities, Fixed Income, Bonds, Asset Managment, Financial Modeling, Financial Analysis, Valuation, Asset Allocation, Economics, Asset Management, Portfolio Management, Equity Research
Education
The Johns Hopkins University 2005 — 2009
B.A., Economics
Sacred Heart Preparatory 2001 — 2005
Franklin Templeton Investments December 2012 - Present
Franklin Templeton Investments December 2010 - December 2012
Franklin Templeton Investments March 2010 - December 2010
Forward Management June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Skills
Investments, Mutual Funds, Equities, Fixed Income, Bonds, Asset Managment, Financial Modeling, Financial Analysis, Valuation, Asset Allocation, Economics, Asset Management, Portfolio Management, Equity Research
Education
The Johns Hopkins University 2005 — 2009
B.A., Economics
Sacred Heart Preparatory 2001 — 2005
Saqib Munir's Franklin Templeton Investments Experience April 2014 - November 2014
Job Sr. Consultant
Industry Information Technology and Services
Experience
Cisco November 2014 - Present
Franklin Templeton Investments April 2014 - November 2014
Cisco Systems November 2013 - March 2014
Cisco Systems October 2012 - October 2013
Cisco Systems January 2012 - October 2012
Amazon February 2009 - March 2010
Skills
Business Process Design, Business Analysis, User Acceptance Testing, SDLC, Business Continuity..., Oracle E-Business Suite, Requirements Gathering, SQL, Requirements Analysis, Testing, SaaS, Change Management, End User Training, Cloud Applications, User Interface Design, Resource Management, Business Intelligence, Mobile Applications, Data Mining, Project Management, Salesforce.com, Atlassian JIRA, Full SDLC, Agile & Waterfall..., Consulting, Business Process, Leadership, Collaborative Problem..., Financial Data...
Education
Stanford University 2014 — 2015
Stanford Advanced Project Management, Project Management
University of Arizona
Bachelor's Degree, Management Information Systems
Cisco November 2014 - Present
Franklin Templeton Investments April 2014 - November 2014
Cisco Systems November 2013 - March 2014
Cisco Systems October 2012 - October 2013
Cisco Systems January 2012 - October 2012
Amazon February 2009 - March 2010
Skills
Business Process Design, Business Analysis, User Acceptance Testing, SDLC, Business Continuity..., Oracle E-Business Suite, Requirements Gathering, SQL, Requirements Analysis, Testing, SaaS, Change Management, End User Training, Cloud Applications, User Interface Design, Resource Management, Business Intelligence, Mobile Applications, Data Mining, Project Management, Salesforce.com, Atlassian JIRA, Full SDLC, Agile & Waterfall..., Consulting, Business Process, Leadership, Collaborative Problem..., Financial Data...
Education
Stanford University 2014 — 2015
Stanford Advanced Project Management, Project Management
University of Arizona
Bachelor's Degree, Management Information Systems
Ryan Halvorson's Franklin Templeton Investments Experience May 2010 - March 2013
Job Rates Trading at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets May 2013 - Present
Franklin Templeton Investments May 2010 - March 2013
RBC Capital Markets August 2008 - March 2009
RBC Capital Markets May 2006 - September 2006
Piper Jaffray May 2004 - August 2004
Skills
Sales, Bloomberg, Equities, Investments, Fixed Income, Alternative Investments, Asset Managment, FINRA, Portfolio Management, Wealth Management, Investment Strategies, Mutual Funds, Financial Analysis, Bonds, Series 7, Asset Allocation, Series 63, Capital Markets, Electronic Trading, Loans, Bloomberg Terminal, Trading
Education
Stetson University 2003 — 2008
BA, Finance
The Blake School
KeyBanc Capital Markets May 2013 - Present
Franklin Templeton Investments May 2010 - March 2013
RBC Capital Markets August 2008 - March 2009
RBC Capital Markets May 2006 - September 2006
Piper Jaffray May 2004 - August 2004
Skills
Sales, Bloomberg, Equities, Investments, Fixed Income, Alternative Investments, Asset Managment, FINRA, Portfolio Management, Wealth Management, Investment Strategies, Mutual Funds, Financial Analysis, Bonds, Series 7, Asset Allocation, Series 63, Capital Markets, Electronic Trading, Loans, Bloomberg Terminal, Trading
Education
Stetson University 2003 — 2008
BA, Finance
The Blake School
Tara Denk's Franklin Templeton Investments Experience August 2011 - Present
Job Business Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2011 - Present
Franklin Templeton Investments November 2006 - August 2011
Skills
Customer Service, Financial Analysis, Business Analysis, Fixed Income, Asset Management, Investments, Banking, Microsoft Office, Microsoft Excel, Financial Services, Strategic Planning
Education
Stetson University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Business Management
Franklin Templeton Investments August 2011 - Present
Franklin Templeton Investments November 2006 - August 2011
Skills
Customer Service, Financial Analysis, Business Analysis, Fixed Income, Asset Management, Investments, Banking, Microsoft Office, Microsoft Excel, Financial Services, Strategic Planning
Education
Stetson University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Business Management
Liza Lin's Franklin Templeton Investments Experience March 2006 - January 2007
Job Sr. Performance Test Consultant at OLG
Industry Gambling & Casinos
Experience
OLG February 2013 - Present
Bank of Montreal August 2011 - February 2013
OLG January 2007 - August 2011
Franklin Templeton Investments March 2006 - January 2007
Parlay Entertainment April 2005 - March 2006
Skills
Performance Testing, Test Automation, QTP, LoadRunner, Quality Center, Test Planning, Quality Assurance, Test Strategy, Test Director, SQL, Test Management, VBScript, Java, SQL Server, XML, QC, SDLC, System Testing, Unix, Test Cases, SOAP, Load Testing, C, C++, PL/SQL, Stress Testing, UML, Web Services, SoapUI, Wily Introscope, Performance Center, DB2, Microsoft SQL Server, HP Quality Center, HP QTP
Education
Sun Yat-Sen University 1985 — 1989
B.S., Mathmatics Specializing in Computer Science
OLG February 2013 - Present
Bank of Montreal August 2011 - February 2013
OLG January 2007 - August 2011
Franklin Templeton Investments March 2006 - January 2007
Parlay Entertainment April 2005 - March 2006
Skills
Performance Testing, Test Automation, QTP, LoadRunner, Quality Center, Test Planning, Quality Assurance, Test Strategy, Test Director, SQL, Test Management, VBScript, Java, SQL Server, XML, QC, SDLC, System Testing, Unix, Test Cases, SOAP, Load Testing, C, C++, PL/SQL, Stress Testing, UML, Web Services, SoapUI, Wily Introscope, Performance Center, DB2, Microsoft SQL Server, HP Quality Center, HP QTP
Education
Sun Yat-Sen University 1985 — 1989
B.S., Mathmatics Specializing in Computer Science
Chris Walwyn's Franklin Templeton Investments Experience 2008 - 2009
Job District Vice President at Canoe Financial
Industry Financial Services
Experience
Canoe Financial January 2014 - Present
Lingard Investment Partners 2009 - 2013
Franklin Templeton Investments 2008 - 2009
CIBC Asset Management 2002 - 2007
Merrill Lynch Investment Managers 1999 - 2002
Spectrum United 1992 - 1999
Skills
Mutual Funds
Education
The University of British Columbia
BA
Canoe Financial January 2014 - Present
Lingard Investment Partners 2009 - 2013
Franklin Templeton Investments 2008 - 2009
CIBC Asset Management 2002 - 2007
Merrill Lynch Investment Managers 1999 - 2002
Spectrum United 1992 - 1999
Skills
Mutual Funds
Education
The University of British Columbia
BA
Rita Occhionero's Franklin Templeton Investments Experience December 2013 - August 2015
Job Foreign Security Analyst at Franklin Templeton Investments
Industry Legal Services
Experience
Franklin Templeton Investments December 2013 - August 2015
C3/CustomerContactChannels, Inc. October 2011 - June 2013
Roetzel & Andress November 2010 - October 2011
Concord Camera Corp. September 2001 - June 2009
Skills
Corporate Law, Due Diligence, Legal Writing
Education
SUNY Polytechnic Institute 1980 — 1982
Bachelors, Business/Public Management
Franklin Templeton Investments December 2013 - August 2015
C3/CustomerContactChannels, Inc. October 2011 - June 2013
Roetzel & Andress November 2010 - October 2011
Concord Camera Corp. September 2001 - June 2009
Skills
Corporate Law, Due Diligence, Legal Writing
Education
SUNY Polytechnic Institute 1980 — 1982
Bachelors, Business/Public Management
Robert Benorden's Franklin Templeton Investments Experience June 1999 - December 1999
Job Programmer, SQA/Tester, Software Process, Project Planning and Software Metrics
Industry Computer Software
Experience
Honeywell Aerospace October 2012 - May 2013
United Space Alliance January 2008 - August 2011
BAE Systems October 2006 - October 2007
United Space Alliance May 2000 - July 2006
Franklin Templeton Investments June 1999 - December 1999
United States Postal Service July 1998 - May 1999
Lockheed Martin October 1995 - June 1998
US Navy September 1991 - September 1995
IBM August 1985 - December 1990
Texas A&M University July 1984 - August 1985
Skills
CMMI, Testing, Integration, Software Development, Agile Methodologies, Continuous Improvement, Quality Assurance, Software Requirements, Avionics, Software Engineering, Root Cause Analysis, Scrum, System Testing, Software Quality..., C++, Software Design, Configuration Management, Systems Engineering, Programming, Waterfall, Team Leadership, System Design, Process Improvement, Visual Studio, Simulations, Aerospace, Java, Software Configuration..., Requirements Analysis, Oracle, Risk Analysis, Analysis, Risk Management, UML, CMMI Level 5, SDLC, Technical Writing, System Requirements, Software Project..., Test Automation, Telelogic DOORS, Agile, Process Simulation, Object Oriented Design, Program Management, Six Sigma, Technical Leadership, Engineering Management, Embedded Software, Function Point Analysis
Education
Texas A&M University 1981 — 1985
BS, Computer Science, Mathematics
Honeywell Aerospace October 2012 - May 2013
United Space Alliance January 2008 - August 2011
BAE Systems October 2006 - October 2007
United Space Alliance May 2000 - July 2006
Franklin Templeton Investments June 1999 - December 1999
United States Postal Service July 1998 - May 1999
Lockheed Martin October 1995 - June 1998
US Navy September 1991 - September 1995
IBM August 1985 - December 1990
Texas A&M University July 1984 - August 1985
Skills
CMMI, Testing, Integration, Software Development, Agile Methodologies, Continuous Improvement, Quality Assurance, Software Requirements, Avionics, Software Engineering, Root Cause Analysis, Scrum, System Testing, Software Quality..., C++, Software Design, Configuration Management, Systems Engineering, Programming, Waterfall, Team Leadership, System Design, Process Improvement, Visual Studio, Simulations, Aerospace, Java, Software Configuration..., Requirements Analysis, Oracle, Risk Analysis, Analysis, Risk Management, UML, CMMI Level 5, SDLC, Technical Writing, System Requirements, Software Project..., Test Automation, Telelogic DOORS, Agile, Process Simulation, Object Oriented Design, Program Management, Six Sigma, Technical Leadership, Engineering Management, Embedded Software, Function Point Analysis
Education
Texas A&M University 1981 — 1985
BS, Computer Science, Mathematics
Wilmoth Robert's Franklin Templeton Investments Experience 1988 - Present
Job Manager Institutional Compliance and Special Services at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 1988 - Present
Irving Trust Company July 1986 - May 1988
Education
State University of New York College at Oswego 1983 — 1986
BS, Business
Franklin Templeton Investments 1988 - Present
Irving Trust Company July 1986 - May 1988
Education
State University of New York College at Oswego 1983 — 1986
BS, Business
Stan Lai, CFA, CPA's Franklin Templeton Investments Experience March 2013 - May 2013
Job MBA Graduate 2014 at Stephen M. Ross School of Business
Industry Financial Services
Experience
The E-land Group July 2013 - August 2013
Franklin Templeton Investments March 2013 - May 2013
EY, Transaction Advisory Services March 2009 - August 2012
KPMG July 2006 - March 2009
Skills
Business Strategy, Strategic Planning, Business Development, Competitive Analysis, Cross-functional Team..., Data Analysis, Investments, Corporate Finance, Private Equity, Mergers & Acquisitions, Valuation, Financial Modeling, Venture Capital, Asset Management, Financial Analysis, Management, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Strategy
The University of Hong Kong
Finance, Finance and Economics
The E-land Group July 2013 - August 2013
Franklin Templeton Investments March 2013 - May 2013
EY, Transaction Advisory Services March 2009 - August 2012
KPMG July 2006 - March 2009
Skills
Business Strategy, Strategic Planning, Business Development, Competitive Analysis, Cross-functional Team..., Data Analysis, Investments, Corporate Finance, Private Equity, Mergers & Acquisitions, Valuation, Financial Modeling, Venture Capital, Asset Management, Financial Analysis, Management, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Strategy
The University of Hong Kong
Finance, Finance and Economics
Reginald Barnett's Franklin Templeton Investments Experience
Job SENIOR ASSOCIATE at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, PowerPoint, Microsoft Word, Banking, Investments, Change Management
Education
THE BOYS & GIRLS HIGH 1976 — 1979
HS, Computer Science
Syracuse University
Bachelor of Arts (B.A.), Economics
Franklin Templeton Investments
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, PowerPoint, Microsoft Word, Banking, Investments, Change Management
Education
THE BOYS & GIRLS HIGH 1976 — 1979
HS, Computer Science
Syracuse University
Bachelor of Arts (B.A.), Economics
Eddie Wai's Franklin Templeton Investments Experience June 2015 - Present
Job Supervisor, Client Operations at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2015 - Present
Citi November 2011 - October 2014
Citi September 2006 - November 2011
Citi August 2004 - September 2006
Dental Clinic May 2000 - April 2004
Skills
Investments, Hedge Funds, Mutual Funds, Securities, Financial Services, Alternative Investments, Relationship Management, Business Analysis, Call Centre Management, Call Centers, Banking, Credit, Leadership, Customer Service, Risk Management, Management, Analysis, Finance, Microsoft Office, Microsoft Excel, CRM
Education
University of Toronto
The University of Hong Kong
Franklin Templeton Investments June 2015 - Present
Citi November 2011 - October 2014
Citi September 2006 - November 2011
Citi August 2004 - September 2006
Dental Clinic May 2000 - April 2004
Skills
Investments, Hedge Funds, Mutual Funds, Securities, Financial Services, Alternative Investments, Relationship Management, Business Analysis, Call Centre Management, Call Centers, Banking, Credit, Leadership, Customer Service, Risk Management, Management, Analysis, Finance, Microsoft Office, Microsoft Excel, CRM
Education
University of Toronto
The University of Hong Kong
Stephen Stuart's Franklin Templeton Investments Experience 1989 - 1992
Job Managing Director Strecher Capital/ Azurest Partners
Industry Financial Services
Experience
Streicher Capital/Azurest Partners September 2014 - Present
Triarii Global Sourcing April 2010 - Present
Macquarie Group 2003 - 2011
ABN AMRO Bank N.V. 1999 - 2002
Stuart Capital Mgt 1997 - 1999
Soros Fund Management 1992 - 1997
Franklin Templeton Investments 1989 - 1992
Skills
Options, Equities, Hedge Funds, Trading, Investments, Equity Research, Capital Markets, Bloomberg, Fixed Income, Emerging Markets, Derivatives, Financial Markets, Investment Banking, Structured Products, Private Equity, Alternative Investments, Equity Trading, Asset Management, Securities, Commodity, Global Logistics, Start-ups, FX Options, Investment Management, Valuation, Financial Structuring, Equity Valuation, Hedging, Investment Strategies, ETFs, Trading Systems, Fund Of Funds, Logistics
Education
The George Washington University
Bachelor's degree, International Relations and Affairs
st andrew, bahamas
Streicher Capital/Azurest Partners September 2014 - Present
Triarii Global Sourcing April 2010 - Present
Macquarie Group 2003 - 2011
ABN AMRO Bank N.V. 1999 - 2002
Stuart Capital Mgt 1997 - 1999
Soros Fund Management 1992 - 1997
Franklin Templeton Investments 1989 - 1992
Skills
Options, Equities, Hedge Funds, Trading, Investments, Equity Research, Capital Markets, Bloomberg, Fixed Income, Emerging Markets, Derivatives, Financial Markets, Investment Banking, Structured Products, Private Equity, Alternative Investments, Equity Trading, Asset Management, Securities, Commodity, Global Logistics, Start-ups, FX Options, Investment Management, Valuation, Financial Structuring, Equity Valuation, Hedging, Investment Strategies, ETFs, Trading Systems, Fund Of Funds, Logistics
Education
The George Washington University
Bachelor's degree, International Relations and Affairs
st andrew, bahamas
Ranjani Pallem's Franklin Templeton Investments Experience July 2007 - April 2008
Job Business Analyst
Industry Information Technology and Services
Experience
NGA Group October 2011 - Present
UBS March 2009 - May 2010
Franklin Templeton Investments July 2007 - April 2008
Bank of America January 2006 - September 2006
ADP March 2004 - December 2005
Skills
Functional Requirements, Fit/Gap Analysis, Requirements Gathering, Quality Center, SDLC, Regression Testing, User Acceptance Testing, Test Management, QTP, Business Analysis, Test Planning, Requirements Analysis, Manual Testing, System Testing, Test Automation, Test Strategy, Software Project..., Test Cases, SQL, Use Case Diagrams
Education
AP
Symbiosis institute of Management Studies
NGA Group October 2011 - Present
UBS March 2009 - May 2010
Franklin Templeton Investments July 2007 - April 2008
Bank of America January 2006 - September 2006
ADP March 2004 - December 2005
Skills
Functional Requirements, Fit/Gap Analysis, Requirements Gathering, Quality Center, SDLC, Regression Testing, User Acceptance Testing, Test Management, QTP, Business Analysis, Test Planning, Requirements Analysis, Manual Testing, System Testing, Test Automation, Test Strategy, Software Project..., Test Cases, SQL, Use Case Diagrams
Education
AP
Symbiosis institute of Management Studies
Jessica Raymond's Franklin Templeton Investments Experience 2000 - 2004
Job Investment Management Professional
Industry Investment Management
Experience
American Century Investments June 2015 - Present
Avenue Capital Group 2004 - 2012
Franklin Templeton Investments 2000 - 2004
Skills
Leveraged Lending, High Yield Bonds, CLO, Mutual Funds, Fundamental Analysis, Financial Analysis, Financial Modeling, Investment Modeling, Valuation, Relative Value, Workout, Capital Markets
Education
Stanford University 1996 — 2000
Bachelor of Science (BS), Materials Science
American Century Investments June 2015 - Present
Avenue Capital Group 2004 - 2012
Franklin Templeton Investments 2000 - 2004
Skills
Leveraged Lending, High Yield Bonds, CLO, Mutual Funds, Fundamental Analysis, Financial Analysis, Financial Modeling, Investment Modeling, Valuation, Relative Value, Workout, Capital Markets
Education
Stanford University 1996 — 2000
Bachelor of Science (BS), Materials Science
Vanguard
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments