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,
Franklin Templeton Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Franklin Templeton Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Franklin Templeton Investments Employees
Employee
Years
Job
Industry
Joy Hansma Joy Hansma's Franklin Templeton Investments Experience 2011 - 2014
Job Counsel at Paragon Legal
Industry Law Practice
Experience
Paragon Legal 2015 - Present
Hearsay Social 2014 - 2015
Franklin Templeton Investments 2011 - 2014
Atmel Corporation 2010 - 2011
Curls Bartling P.C. 2009 - 2010
Carr McClellan 2007 - 2009
Morgan, Lewis & Bockius LLP 2006 - 2006
Orrick, Herrington & Sutcliffe LLP 2005 - 2006
Skills
Corporate Governance, Mergers, Private Equity, Intellectual Property, Licensing, Corporate Law, Securities Regulation, Legal Writing, Legal Research, Employment Law, Securities, Arbitration, Banking Law, Legal Compliance, Privacy Law, International Law, Due Diligence, Mergers & Acquisitions, Government, Mediation, Legal Assistance, Bankruptcy
Education
University of California, Hastings College of the Law 2002 — 2005
J.D., magna cum laude, Graduated in top 5% of class
University of California, Berkeley 1998 — 2002
B.A., Psychology
Paragon Legal 2015 - Present
Hearsay Social 2014 - 2015
Franklin Templeton Investments 2011 - 2014
Atmel Corporation 2010 - 2011
Curls Bartling P.C. 2009 - 2010
Carr McClellan 2007 - 2009
Morgan, Lewis & Bockius LLP 2006 - 2006
Orrick, Herrington & Sutcliffe LLP 2005 - 2006
Skills
Corporate Governance, Mergers, Private Equity, Intellectual Property, Licensing, Corporate Law, Securities Regulation, Legal Writing, Legal Research, Employment Law, Securities, Arbitration, Banking Law, Legal Compliance, Privacy Law, International Law, Due Diligence, Mergers & Acquisitions, Government, Mediation, Legal Assistance, Bankruptcy
Education
University of California, Hastings College of the Law 2002 — 2005
J.D., magna cum laude, Graduated in top 5% of class
University of California, Berkeley 1998 — 2002
B.A., Psychology
James Worboys James Worboys's Franklin Templeton Investments Experience July 2011 - April 2013
Job Summer Internship at Eagle Hill Consulting
Industry Financial Services
Experience
Eagle Hill Consulting May 2015 - Present
Franklin Templeton Investments July 2011 - April 2013
GoldenTree Asset Management June 2011 - August 2011
Indeed.com June 2010 - August 2010
Wilmorite Management Group LLC June 2009 - August 2009
Education
Georgetown University 2013 — 2016
Masters in Public Policy
Georgetown University - The McDonough School of Business 2013 — 2016
Masters in Business, Undecided
Vassar College 2007 — 2011
Bachelor of Arts (B.A.), Economics
University College London, U. of London 2010 — 2010
Economics
Eagle Hill Consulting May 2015 - Present
Franklin Templeton Investments July 2011 - April 2013
GoldenTree Asset Management June 2011 - August 2011
Indeed.com June 2010 - August 2010
Wilmorite Management Group LLC June 2009 - August 2009
Education
Georgetown University 2013 — 2016
Masters in Public Policy
Georgetown University - The McDonough School of Business 2013 — 2016
Masters in Business, Undecided
Vassar College 2007 — 2011
Bachelor of Arts (B.A.), Economics
University College London, U. of London 2010 — 2010
Economics
Jorge Golcher Jorge Golcher's Franklin Templeton Investments Experience October 2010 - September 2012
Job Sr. IT Professional
Industry Information Technology and Services
Experience
LexisNexis May 2014 - Present
Santander Private Banking International April 2013 - April 2014
Doral Bank September 2012 - March 2013
Franklin Templeton Investments October 2010 - September 2012
Compuware July 2009 - October 2010
MasterCard 2008 - 2009
BankUnited, FSB May 2006 - December 2008
Tyco Fire & Security 2004 - 2006
Precision Response Corporation May 2003 - April 2004
Kellstrom Industries 2002 - 2003
Skills
SharePoint, Changepoint, Bilingual, Business Analysis, MS Project, Software Project..., Access, Web Project Management, Microsoft Office, Offshore Project..., General Ledger, SQL, Spanish, Visio, Business Process..., Project Implementation, Project Planning, Project Execution, Project Delivery, Project Portfolio..., COBOL, C, PeopleSoft, Training Skills, ERP/CRM, Customer Focus, Business Intelligence, Offshore Software..., International Business, Full SDLC, Six Sigma, DB2/SQL, PMI, PMBOK, Software Packages, Custom Software..., IT Management, IT Strategy, PMO, Project Finance, Credit Card Processing, Banking, Team Leadership, Learning Management, Management Consulting, Application Development, Web Applications, Business Strategy, Program Management, Risk Management
Education
University of California, Berkeley 1991 — 1994
Bachelor's, I/O Psychology
LexisNexis May 2014 - Present
Santander Private Banking International April 2013 - April 2014
Doral Bank September 2012 - March 2013
Franklin Templeton Investments October 2010 - September 2012
Compuware July 2009 - October 2010
MasterCard 2008 - 2009
BankUnited, FSB May 2006 - December 2008
Tyco Fire & Security 2004 - 2006
Precision Response Corporation May 2003 - April 2004
Kellstrom Industries 2002 - 2003
Skills
SharePoint, Changepoint, Bilingual, Business Analysis, MS Project, Software Project..., Access, Web Project Management, Microsoft Office, Offshore Project..., General Ledger, SQL, Spanish, Visio, Business Process..., Project Implementation, Project Planning, Project Execution, Project Delivery, Project Portfolio..., COBOL, C, PeopleSoft, Training Skills, ERP/CRM, Customer Focus, Business Intelligence, Offshore Software..., International Business, Full SDLC, Six Sigma, DB2/SQL, PMI, PMBOK, Software Packages, Custom Software..., IT Management, IT Strategy, PMO, Project Finance, Credit Card Processing, Banking, Team Leadership, Learning Management, Management Consulting, Application Development, Web Applications, Business Strategy, Program Management, Risk Management
Education
University of California, Berkeley 1991 — 1994
Bachelor's, I/O Psychology
Joseph Chen, CPA Joseph Chen, CPA's Franklin Templeton Investments Experience October 2010 - Present
Job Senior Accountant Global Accounting Policy at Franklin Templeton Investments
Industry Accounting
Experience
Franklin Templeton Investments October 2010 - Present
Ernst & Young September 2007 - October 2010
Workstation and Microcomputing Facilities August 2005 - December 2006
American Business Appraisers May 2006 - August 2006
Skills
US GAAP, Financial Reporting, Internal Controls, Auditing, SEC filings, IFRS, Accounting, Revenue Recognition, CPA, SOX 404, XBRL, Analysis, Finance, Sarbanes-Oxley Act, Financial Analysis, Account Reconciliation, General Ledger, SEC Filings, Fixed Assets
Education
University of California, Berkeley 2003 — 2007
Bachelor of Arts, Economics, Accounting
Northwood High School
Franklin Templeton Investments October 2010 - Present
Ernst & Young September 2007 - October 2010
Workstation and Microcomputing Facilities August 2005 - December 2006
American Business Appraisers May 2006 - August 2006
Skills
US GAAP, Financial Reporting, Internal Controls, Auditing, SEC filings, IFRS, Accounting, Revenue Recognition, CPA, SOX 404, XBRL, Analysis, Finance, Sarbanes-Oxley Act, Financial Analysis, Account Reconciliation, General Ledger, SEC Filings, Fixed Assets
Education
University of California, Berkeley 2003 — 2007
Bachelor of Arts, Economics, Accounting
Northwood High School
cody goodridge cody goodridge's Franklin Templeton Investments Experience July 2013 - June 2015
Job University of Colorado MBA student class of 2017
Industry Financial Services
Experience
Franklin Templeton Investments July 2013 - June 2015
Franklin Templeton Investments 2011 - August 2013
Arizona Intramural August 2009 - May 2011
ETX Capital June 2010 - August 2010
Community Service District May 2008 - August 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Selling, Employee Training, Marketing, Leadership, Sales, Investments, Social Media, Financial Services, Finance, Retirement Planning
Education
University of Colorado Boulder 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of Arizona 2007 — 2011
bachelor of business, finance
University of Arizona, Eller College of Management 2006 — 2011
Bachelor of Science, Business Administration; Finance
Franklin Templeton Investments July 2013 - June 2015
Franklin Templeton Investments 2011 - August 2013
Arizona Intramural August 2009 - May 2011
ETX Capital June 2010 - August 2010
Community Service District May 2008 - August 2009
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Selling, Employee Training, Marketing, Leadership, Sales, Investments, Social Media, Financial Services, Finance, Retirement Planning
Education
University of Colorado Boulder 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of Arizona 2007 — 2011
bachelor of business, finance
University of Arizona, Eller College of Management 2006 — 2011
Bachelor of Science, Business Administration; Finance
John R. Wang John R. Wang's Franklin Templeton Investments Experience January 2013 - June 2015
Job Technical Architect
Industry Financial Services
Experience
Franklin Templeton Investments January 2013 - June 2015
NetScout Systems April 2012 - December 2012
Visa Inc. October 2008 - March 2012
Visa (Inovant, LLC) January 2005 - September 2008
Visa (Inovant, LLC) February 2002 - December 2004
Lycos, Inc. July 2001 - January 2002
XUMA January 2000 - July 2001
Morrison & Foerster LLP December 1998 - January 2000
Pilot Network Services, Inc. March 1997 - December 1998
Skills
Agile Project Management, Enterprise Architecture, Cloud Computing, IT Strategy, Enterprise Software, PCI DSS, System Automation, Network Security, Design Thinking, Application Performance..., Protocol Analysis, Security Incident &..., Compliance, Risk Management, IT Infrastructure..., Network Automation, Management, Strategy, PMO, Security
Education
UC Berkeley
BA, Rhetoric
Franklin Templeton Investments January 2013 - June 2015
NetScout Systems April 2012 - December 2012
Visa Inc. October 2008 - March 2012
Visa (Inovant, LLC) January 2005 - September 2008
Visa (Inovant, LLC) February 2002 - December 2004
Lycos, Inc. July 2001 - January 2002
XUMA January 2000 - July 2001
Morrison & Foerster LLP December 1998 - January 2000
Pilot Network Services, Inc. March 1997 - December 1998
Skills
Agile Project Management, Enterprise Architecture, Cloud Computing, IT Strategy, Enterprise Software, PCI DSS, System Automation, Network Security, Design Thinking, Application Performance..., Protocol Analysis, Security Incident &..., Compliance, Risk Management, IT Infrastructure..., Network Automation, Management, Strategy, PMO, Security
Education
UC Berkeley
BA, Rhetoric
Craig Slater Craig Slater's Franklin Templeton Investments Experience 2007 - 2008
Job Director Marketing and Communications at Worldplay
Industry Accounting
Experience
Worldplay June 2014 - Present
MNP June 2013 - June 2014
MNP September 2010 - June 2013
CBS Designs 2008 - 2010
Franklin Templeton Investments 2007 - 2008
Franklin Templeton Investments 2006 - 2007
Franklin Templeton Investments 2005 - 2006
Skills
Marketing Strategy, Strategic Planning, Online Advertising, Marketing Communications, Social Media, Direct Marketing, Business Strategy, Business Planning, Email Marketing, Creative Campaign..., Campaign Managment, Integrated Marketing, Start-ups, Digital Strategy, Web Development, Marketing Management, Marketing, Digital Marketing
Education
University of Calgary 2002 — 2006
Bachelor of Commerce, Finance
Worldplay June 2014 - Present
MNP June 2013 - June 2014
MNP September 2010 - June 2013
CBS Designs 2008 - 2010
Franklin Templeton Investments 2007 - 2008
Franklin Templeton Investments 2006 - 2007
Franklin Templeton Investments 2005 - 2006
Skills
Marketing Strategy, Strategic Planning, Online Advertising, Marketing Communications, Social Media, Direct Marketing, Business Strategy, Business Planning, Email Marketing, Creative Campaign..., Campaign Managment, Integrated Marketing, Start-ups, Digital Strategy, Web Development, Marketing Management, Marketing, Digital Marketing
Education
University of Calgary 2002 — 2006
Bachelor of Commerce, Finance
Sahil Gupta's Franklin Templeton Investments Experience May 2014 - August 2014
Job Investment Banking Summer Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs June 2015 - August 2015
UC Berkeley September 2014 - February 2015
Franklin Templeton Investments May 2014 - August 2014
BayStreet Research, LLC June 2013 - August 2013
Bravo Your City! March 2013 - May 2013
Batra Sharma and Associates July 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Public Speaking, Editing, Negotiation, Current Affairs, Coaching, Market Analysis, Market Research, Investment Strategies, Nonprofits, Community Outreach, Equity Research, Sales, Strategy
Education
UC Berkeley 2012 — 2016
Bachelor's Degree, Economics and Computer Science
Franklin High School 2008 — 2012
SAT: 2340
Goldman Sachs June 2015 - August 2015
UC Berkeley September 2014 - February 2015
Franklin Templeton Investments May 2014 - August 2014
BayStreet Research, LLC June 2013 - August 2013
Bravo Your City! March 2013 - May 2013
Batra Sharma and Associates July 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Public Speaking, Editing, Negotiation, Current Affairs, Coaching, Market Analysis, Market Research, Investment Strategies, Nonprofits, Community Outreach, Equity Research, Sales, Strategy
Education
UC Berkeley 2012 — 2016
Bachelor's Degree, Economics and Computer Science
Franklin High School 2008 — 2012
SAT: 2340
Josh Yafa Josh Yafa's Franklin Templeton Investments Experience March 2011 - June 2012
Job Client Portfolio Manager at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management June 2012 - Present
Franklin Templeton Investments March 2011 - June 2012
Barclays Wealth June 2006 - March 2011
Understood Communications December 2001 - September 2005
Tambourine, Inc August 2000 - December 2001
The Balance Bar Company August 1997 - September 1999
Skills
Investments, Equities, Asset Managment, Fixed Income, New Business Development, Financial Services, Mutual Funds, Series 7, Asset Allocation, Investment Management, Investment Advisory, Emerging Markets, Alternative Investments, Asset Management, Hedge Funds, Portfolio Management, Strategy, Bonds
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
MBA, Finance
University of California, Santa Barbara 1993 — 1997
BA (Honors), Business Economics
University of Melbourne 1996 — 1996
Commerce
Thornburg Investment Management June 2012 - Present
Franklin Templeton Investments March 2011 - June 2012
Barclays Wealth June 2006 - March 2011
Understood Communications December 2001 - September 2005
Tambourine, Inc August 2000 - December 2001
The Balance Bar Company August 1997 - September 1999
Skills
Investments, Equities, Asset Managment, Fixed Income, New Business Development, Financial Services, Mutual Funds, Series 7, Asset Allocation, Investment Management, Investment Advisory, Emerging Markets, Alternative Investments, Asset Management, Hedge Funds, Portfolio Management, Strategy, Bonds
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
MBA, Finance
University of California, Santa Barbara 1993 — 1997
BA (Honors), Business Economics
University of Melbourne 1996 — 1996
Commerce
Scott Tuxbury Scott Tuxbury's Franklin Templeton Investments Experience June 2006 - February 2009
Job Retirement & Investment Consultant
Industry Financial Services
Experience
MFA Asset Management, LLC June 2014 - August 2015
MFA Asset Management, LLC July 2010 - August 2015
The Boston Foundation October 2012 - 2014
The Lyons Company February 2009 - July 2010
Franklin Templeton Investments June 2006 - February 2009
DailyAccess Corporation July 2002 - May 2006
Fidelity Investments February 1998 - June 2002
Colonial Mutual Funds November 1995 - January 1998
Skills
Retirement Planning, Retirement, Pensions, 401k, Mutual Funds, ERISA, Management, Leadership, Program Management, Employee Benefits, Wealth, Investments, Wealth Management, Estate Planning, Wealth Management..., Risk Management
Education
University of Rhode Island 1990 — 1995
BS, Consumer Affairs
Università degli Studi di Firenze 1993 — 1993
Concentration in Italian and Art History, Art History, Italian Language
MFA Asset Management, LLC June 2014 - August 2015
MFA Asset Management, LLC July 2010 - August 2015
The Boston Foundation October 2012 - 2014
The Lyons Company February 2009 - July 2010
Franklin Templeton Investments June 2006 - February 2009
DailyAccess Corporation July 2002 - May 2006
Fidelity Investments February 1998 - June 2002
Colonial Mutual Funds November 1995 - January 1998
Skills
Retirement Planning, Retirement, Pensions, 401k, Mutual Funds, ERISA, Management, Leadership, Program Management, Employee Benefits, Wealth, Investments, Wealth Management, Estate Planning, Wealth Management..., Risk Management
Education
University of Rhode Island 1990 — 1995
BS, Consumer Affairs
Università degli Studi di Firenze 1993 — 1993
Concentration in Italian and Art History, Art History, Italian Language
Bennett Zellinger's Franklin Templeton Investments Experience 2006 - 2009
Job Insurance Agent at TZ Insurance Solutions
Industry Insurance
Experience
TZ Insurance Solutions August 2015 - Present
Bisk Education April 2009 - 2015
Franklin Templeton Investments 2006 - 2009
Skills
Training, Leadership, Team Building, Leadership Development, Sales, Customer Service, Employee Training, Coaching, Call Centers, Team Leadership, Enrollment Management, Account Management, Sales Management, Process Improvement, Management, Program Management, Customer Satisfaction, Public Speaking, Staff Development, Microsoft Office, Marketing, Performance Management, Project Management, Sales Presentation..., Recruiting, Analysis, New Business Development, CRM, Business Process..., Sales Process, Competency Based..., Forecasting
Education
Villanova University 2009 — 2011
Master Certificate, Applied Project Management
Tulane University - A.B. Freeman School of Business
Bachelor’s Degree, Management
TZ Insurance Solutions August 2015 - Present
Bisk Education April 2009 - 2015
Franklin Templeton Investments 2006 - 2009
Skills
Training, Leadership, Team Building, Leadership Development, Sales, Customer Service, Employee Training, Coaching, Call Centers, Team Leadership, Enrollment Management, Account Management, Sales Management, Process Improvement, Management, Program Management, Customer Satisfaction, Public Speaking, Staff Development, Microsoft Office, Marketing, Performance Management, Project Management, Sales Presentation..., Recruiting, Analysis, New Business Development, CRM, Business Process..., Sales Process, Competency Based..., Forecasting
Education
Villanova University 2009 — 2011
Master Certificate, Applied Project Management
Tulane University - A.B. Freeman School of Business
Bachelor’s Degree, Management
James Pagan James Pagan's Franklin Templeton Investments Experience May 1990 - 1995
Job Lead Manufacturing Technician
Industry Biotechnology
Experience
Genentech October 2008 - Present
Charles Schwab/IDT December 1997 - December 2008
Franklin Templeton Investments May 1990 - 1995
Skills
GMP, Biotechnology, Aseptic Processing, Aseptic Technique, FDA, Pharmaceutical Industry, Biopharmaceuticals, Validation, Lifesciences, Cross-functional Team..., Sop, Quality Control, Manufacturing, Change Control, Technology Transfer, Quality Assurance, LIMS, CAPA, 21 CFR Part 11, SOP, Life Sciences
Education
Keller Graduate School 2010 — 2014
Master of Business Administration (M.B.A.), General Management
University of California, Berkeley 2006 — 2008
BS, Nutritional Sciences/Physiology-Metabolism
Genentech October 2008 - Present
Charles Schwab/IDT December 1997 - December 2008
Franklin Templeton Investments May 1990 - 1995
Skills
GMP, Biotechnology, Aseptic Processing, Aseptic Technique, FDA, Pharmaceutical Industry, Biopharmaceuticals, Validation, Lifesciences, Cross-functional Team..., Sop, Quality Control, Manufacturing, Change Control, Technology Transfer, Quality Assurance, LIMS, CAPA, 21 CFR Part 11, SOP, Life Sciences
Education
Keller Graduate School 2010 — 2014
Master of Business Administration (M.B.A.), General Management
University of California, Berkeley 2006 — 2008
BS, Nutritional Sciences/Physiology-Metabolism
Victoria Quach's Franklin Templeton Investments Experience June 2014 - July 2015
Job Associate Model Portfolio Solutions (MAS)
Industry Financial Services
Experience
BlackRock July 2015 - Present
Franklin Templeton Investments June 2014 - July 2015
Franklin Templeton Investments December 2010 - June 2014
LECG June 2009 - November 2009
LECG April 2008 - July 2009
MITACS Lockheed Martin July 2007 - August 2007
Jet Propulsion Laboratory June 2006 - August 2006
Skills
Fixed Income, Java, SAS, Microsoft SQL Server, Bloomberg, Matlab, C++, Financial Modeling
Education
UCLA Anderson School of Management 2010 — 2010
MFE, Finance
University of California, Los Angeles 2005 — 2008
Bachelor's, Applied Mathematics
BlackRock July 2015 - Present
Franklin Templeton Investments June 2014 - July 2015
Franklin Templeton Investments December 2010 - June 2014
LECG June 2009 - November 2009
LECG April 2008 - July 2009
MITACS Lockheed Martin July 2007 - August 2007
Jet Propulsion Laboratory June 2006 - August 2006
Skills
Fixed Income, Java, SAS, Microsoft SQL Server, Bloomberg, Matlab, C++, Financial Modeling
Education
UCLA Anderson School of Management 2010 — 2010
MFE, Finance
University of California, Los Angeles 2005 — 2008
Bachelor's, Applied Mathematics
Susan Putnam Susan Putnam's Franklin Templeton Investments Experience 1995 - 2005
Job Senior Marketing Professional
Industry Financial Services
Experience
Charles Schwab 2011 - 2015
Union Bank 2008 - 2011
UnionBanc Investment Services 2005 - 2008
Franklin Templeton Investments 1995 - 2005
Skills
Advertising, Nonprofits, Marketing, Online Advertising, Management Consulting, Product Management, Fundraising, Leadership, Program Management, Mutual Funds, Investments, Financial Services, Strategy, Marketing Communications, Retirement Planning, Creative Direction, Web Design, Email Marketing, Sales, Integrated Marketing, Process Improvement, Direct Mail, Team Leadership, Community Outreach, Cross-functional Team..., Vendor Management, Equities, Business Analysis, CRM, Marketing Strategy
Education
University of California, Berkeley
Management & Leadership Certification
University of California, Berkeley
Marketing Certification
University of California, Davis
B.S., College of Agricultural and Environmental Sciences
Charles Schwab 2011 - 2015
Union Bank 2008 - 2011
UnionBanc Investment Services 2005 - 2008
Franklin Templeton Investments 1995 - 2005
Skills
Advertising, Nonprofits, Marketing, Online Advertising, Management Consulting, Product Management, Fundraising, Leadership, Program Management, Mutual Funds, Investments, Financial Services, Strategy, Marketing Communications, Retirement Planning, Creative Direction, Web Design, Email Marketing, Sales, Integrated Marketing, Process Improvement, Direct Mail, Team Leadership, Community Outreach, Cross-functional Team..., Vendor Management, Equities, Business Analysis, CRM, Marketing Strategy
Education
University of California, Berkeley
Management & Leadership Certification
University of California, Berkeley
Marketing Certification
University of California, Davis
B.S., College of Agricultural and Environmental Sciences
Michael Weintraub Michael Weintraub's Franklin Templeton Investments Experience May 2011 - August 2011
Job Connecting Talent to Opportunity
Industry Internet
Experience
LinkedIn August 2014 - Present
LinkedIn October 2013 - July 2014
LinkedIn January 2013 - September 2013
LinkedIn June 2012 - January 2013
Franklin Templeton Investments May 2011 - August 2011
Hancock Holding Company May 2010 - August 2010
Sears Holdings Corporation May 2007 - August 2007
Skills
Recruiting, Consultative Sales..., New Business Development, Financial Analysis, Budgets, Account Management, Public Speaking, Social Media, Business Strategy, Table Tennis, SaaS, Salesforce.com, Social Networking, Management, Marketing
Education
University of Florida - Warrington College Of Business 2008 — 2012
Bachelor of Science, Finance, Spanish
Universidad Antonio de Nebrija 2010 — 2010
Spanish, International Business
LinkedIn August 2014 - Present
LinkedIn October 2013 - July 2014
LinkedIn January 2013 - September 2013
LinkedIn June 2012 - January 2013
Franklin Templeton Investments May 2011 - August 2011
Hancock Holding Company May 2010 - August 2010
Sears Holdings Corporation May 2007 - August 2007
Skills
Recruiting, Consultative Sales..., New Business Development, Financial Analysis, Budgets, Account Management, Public Speaking, Social Media, Business Strategy, Table Tennis, SaaS, Salesforce.com, Social Networking, Management, Marketing
Education
University of Florida - Warrington College Of Business 2008 — 2012
Bachelor of Science, Finance, Spanish
Universidad Antonio de Nebrija 2010 — 2010
Spanish, International Business
Jon Albertson Jon Albertson's Franklin Templeton Investments Experience February 2005 - February 2007
Job Airline Pilot at American Airlines
Industry Airlines/Aviation
Experience
American Airlines January 2013 - Present
JKA Properties, LLC 1999 - February 2013
Montana DNRC February 2007 - January 2013
Franklin Templeton Investments February 2005 - February 2007
Hewlett-Packard March 2003 - February 2005
American Airlines December 1997 - January 2003
U.S. Army May 1991 - July 2001
Education
The University of North Dakota 1987 — 1991
B.S., Aeronautical Studies
American Airlines January 2013 - Present
JKA Properties, LLC 1999 - February 2013
Montana DNRC February 2007 - January 2013
Franklin Templeton Investments February 2005 - February 2007
Hewlett-Packard March 2003 - February 2005
American Airlines December 1997 - January 2003
U.S. Army May 1991 - July 2001
Education
The University of North Dakota 1987 — 1991
B.S., Aeronautical Studies
Sean Cullinane Sean Cullinane's Franklin Templeton Investments Experience January 2006 - September 2011
Job Investment Director at RS Investments
Industry Investment Management
Experience
RS Investments December 2014 - Present
Transamerica February 2014 - November 2014
Carne Group September 2012 - February 2013
Trinity College Dublin September 2011 - November 2012
Franklin Templeton Investments January 2006 - September 2011
Franklin Templeton Investments October 2004 - December 2005
Franklin Templeton Investments January 2003 - October 2004
Franklin Templeton Investments June 2002 - January 2003
Skills
Series 7, Series 6, Series 63, French, Fixed Income, Investments, Bloomberg, Equities, Financial Analysis, Portfolio Management, Alternative Investments, Mutual Funds, Wealth Management, Hedge Funds, Derivatives, Asset Management
Education
Trinity College, Dublin
Master of Science (MSc), Finance, (Financial Analysis), Honors
Washington State University
Bachelor of Arts, International Business
RS Investments December 2014 - Present
Transamerica February 2014 - November 2014
Carne Group September 2012 - February 2013
Trinity College Dublin September 2011 - November 2012
Franklin Templeton Investments January 2006 - September 2011
Franklin Templeton Investments October 2004 - December 2005
Franklin Templeton Investments January 2003 - October 2004
Franklin Templeton Investments June 2002 - January 2003
Skills
Series 7, Series 6, Series 63, French, Fixed Income, Investments, Bloomberg, Equities, Financial Analysis, Portfolio Management, Alternative Investments, Mutual Funds, Wealth Management, Hedge Funds, Derivatives, Asset Management
Education
Trinity College, Dublin
Master of Science (MSc), Finance, (Financial Analysis), Honors
Washington State University
Bachelor of Arts, International Business
Rachel Golden Rachel Golden's Franklin Templeton Investments Experience June 2013 - June 2014
Job Client Associate, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Franklin Templeton Investments June 2013 - June 2014
Franklin Templeton Investments October 2012 - June 2013
Nordstrom February 2012 - September 2012
Nordstrom June 2011 - February 2012
RSVP Publications May 2009 - October 2011
Ann Taylor March 2011 - June 2011
CCN TV6 September 2010 - December 2010
Webster Theater October 2009 - May 2010
Starbucks Coffee Company March 2008 - November 2009
Skills
Communication, Microsoft Word, Wordpress, Microsoft Excel, PowerPoint, Report Writing, Writing, Talking, Sales, Retail Sales, Research, Market Research, Fashion, WordPress, Event Planning, Social Networking, Facebook, Social Media Marketing, Editing, Leadership, Marketing, Microsoft Office
Education
University of the West Indies, St. Augustine Campus 2010 — 2011
Bachelor of Arts (B.A.), History
Trinity 2006 — 2011
Bachelor of Arts (B.A.), History
Trinity College 2006 — 2011
Bachelor of Arts, History
Trinity College-Hartford 2006 — 2011
Bachelor of Arts (B.A.), History
Tampa Prep
Merrill Lynch June 2014 - Present
Franklin Templeton Investments June 2013 - June 2014
Franklin Templeton Investments October 2012 - June 2013
Nordstrom February 2012 - September 2012
Nordstrom June 2011 - February 2012
RSVP Publications May 2009 - October 2011
Ann Taylor March 2011 - June 2011
CCN TV6 September 2010 - December 2010
Webster Theater October 2009 - May 2010
Starbucks Coffee Company March 2008 - November 2009
Skills
Communication, Microsoft Word, Wordpress, Microsoft Excel, PowerPoint, Report Writing, Writing, Talking, Sales, Retail Sales, Research, Market Research, Fashion, WordPress, Event Planning, Social Networking, Facebook, Social Media Marketing, Editing, Leadership, Marketing, Microsoft Office
Education
University of the West Indies, St. Augustine Campus 2010 — 2011
Bachelor of Arts (B.A.), History
Trinity 2006 — 2011
Bachelor of Arts (B.A.), History
Trinity College 2006 — 2011
Bachelor of Arts, History
Trinity College-Hartford 2006 — 2011
Bachelor of Arts (B.A.), History
Tampa Prep
William Cao William Cao's Franklin Templeton Investments Experience September 2012 - Present
Job Research Associate at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 2012 - Present
Industrial and Commercial Bank of China June 2012 - August 2012
China Investment Corporation November 2009 - February 2010
Skills
Financial Modeling, Valuation, Equity Research, Financial Analysis, Bloomberg, Bloomberg Terminal, Derivatives, Investments, Data Analysis, Portfolio Management, Fixed Income, Capital Markets, Economics, Asset Management, Business Valuation, DCF, VBA, Insurance Linked..., Hedge Funds, Commodity Markets
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2012
Master of Science in Finance, Finance
University of Auckland 2007 — 2011
LLB/BCom, Law, Finance
Franklin Templeton Investments September 2012 - Present
Industrial and Commercial Bank of China June 2012 - August 2012
China Investment Corporation November 2009 - February 2010
Skills
Financial Modeling, Valuation, Equity Research, Financial Analysis, Bloomberg, Bloomberg Terminal, Derivatives, Investments, Data Analysis, Portfolio Management, Fixed Income, Capital Markets, Economics, Asset Management, Business Valuation, DCF, VBA, Insurance Linked..., Hedge Funds, Commodity Markets
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2012
Master of Science in Finance, Finance
University of Auckland 2007 — 2011
LLB/BCom, Law, Finance
Douglas Holt Douglas Holt's Franklin Templeton Investments Experience 1990 - 1994
Job CEO Holt Multimedia Investments
Industry Banking
Experience
Holt Multimedia Investments 2002 - Present
Washington Mutual Bank 1998 - 2002
Franklin Templeton Investments 1990 - 1994
Skills
Portfolio Management, Commercial Banking, Private Banking, Investments, Wealth Management, Credit, Equities, Banking, Asset Management, Risk, Credit Analysis, Risk Management, Financial Planning, Credit Risk, Corporate Finance, Compliance, Business Strategy, Executive Management, Management Consulting, Commercial Lending, Non-profit Program..., Cash Management, Asset Managment, Financial Risk, Investment Banking, Strategic Financial..., Strategy, Investment Advisory, Financial Markets, Financial Structuring, Funding, Mergers & Acquisitions, Valuation, Financial Advisory, Loans, Finance, Venture Capital, Trading, Private Equity, Financial Modeling, Fixed Income, Economics, Mutual Funds, Derivatives, Structured Finance, Restructuring, Emerging Markets, Alternative Investments, Project Finance, Due Diligence
Education
University of Southern California - Marshall School of Business 1994 — 1996
MBA with Honors, Finance and Economics
University of California, Berkeley 1985 — 1990
BA, Economics, International Relations
The Thacher School 1979 — 1983
High School, Number 1 in Sciene and Math
South School, Crocker School
Holt Multimedia Investments 2002 - Present
Washington Mutual Bank 1998 - 2002
Franklin Templeton Investments 1990 - 1994
Skills
Portfolio Management, Commercial Banking, Private Banking, Investments, Wealth Management, Credit, Equities, Banking, Asset Management, Risk, Credit Analysis, Risk Management, Financial Planning, Credit Risk, Corporate Finance, Compliance, Business Strategy, Executive Management, Management Consulting, Commercial Lending, Non-profit Program..., Cash Management, Asset Managment, Financial Risk, Investment Banking, Strategic Financial..., Strategy, Investment Advisory, Financial Markets, Financial Structuring, Funding, Mergers & Acquisitions, Valuation, Financial Advisory, Loans, Finance, Venture Capital, Trading, Private Equity, Financial Modeling, Fixed Income, Economics, Mutual Funds, Derivatives, Structured Finance, Restructuring, Emerging Markets, Alternative Investments, Project Finance, Due Diligence
Education
University of Southern California - Marshall School of Business 1994 — 1996
MBA with Honors, Finance and Economics
University of California, Berkeley 1985 — 1990
BA, Economics, International Relations
The Thacher School 1979 — 1983
High School, Number 1 in Sciene and Math
South School, Crocker School
Greg Brucher Greg Brucher's Franklin Templeton Investments Experience April 2006 - November 2008
Job Vice President at Altegris Investments
Industry Financial Services
Experience
Altegris Investments April 2010 - Present
SMH Capital Advisors November 2008 - April 2010
Franklin Templeton Investments April 2006 - November 2008
Prudential Financial 2002 - 2006
GE Private Asset Management 2000 - 2002
AIG SunAmerica 1995 - 2000
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Due Diligence, ETFs, Equities, FINRA, Financial Modeling, Fixed Income, Fund Of Funds, Investment Advisory, Investment Management, Investment Strategies, Investments, Managed Futures, Mutual Funds, Portfolio Management, Private Equity, Separately Managed..., Series 24, Series 63, Series 65, Series 7, Wealth Management
Education
University of Arizona
Altegris Investments April 2010 - Present
SMH Capital Advisors November 2008 - April 2010
Franklin Templeton Investments April 2006 - November 2008
Prudential Financial 2002 - 2006
GE Private Asset Management 2000 - 2002
AIG SunAmerica 1995 - 2000
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Due Diligence, ETFs, Equities, FINRA, Financial Modeling, Fixed Income, Fund Of Funds, Investment Advisory, Investment Management, Investment Strategies, Investments, Managed Futures, Mutual Funds, Portfolio Management, Private Equity, Separately Managed..., Series 24, Series 63, Series 65, Series 7, Wealth Management
Education
University of Arizona
Jamie Webner Jamie Webner's Franklin Templeton Investments Experience August 2007 - August 2010
Job Attorney at Miller & Webner, PA
Industry Law Practice
Experience
Miller & Webner, PA December 2012 - Present
Yahoo! April 2012 - October 2012
Law Offices of the Public Defender, Eleventh Judicial Circuit of Florida May 2011 - August 2011
Franklin Templeton Investments August 2007 - August 2010
SunTrust Bank July 2006 - July 2007
Education
University of Miami School of Law 2010 — 2013
JD, magna cum laude
Tulane University - A.B. Freeman School of Business 2002 — 2006
Bachelor of Science in Management, Finance
Miller & Webner, PA December 2012 - Present
Yahoo! April 2012 - October 2012
Law Offices of the Public Defender, Eleventh Judicial Circuit of Florida May 2011 - August 2011
Franklin Templeton Investments August 2007 - August 2010
SunTrust Bank July 2006 - July 2007
Education
University of Miami School of Law 2010 — 2013
JD, magna cum laude
Tulane University - A.B. Freeman School of Business 2002 — 2006
Bachelor of Science in Management, Finance
Bianca Taylor Bianca Taylor's Franklin Templeton Investments Experience April 2002 - October 2005
Job Senior Sovereign Analyst and Strategist, Emerging Markets
Industry Investment Management
Experience
Loomis, Sayles & Company May 2013 - Present
Roubini Global Economics July 2011 - February 2012
Pantera Capital Management November 2005 - July 2009
Franklin Templeton Investments April 2002 - October 2005
Callan Associates, Inc June 2000 - March 2002
Skills
Fixed Income, Asset Allocation, Mutual Funds, Investments, Emerging Markets, Trading, Equities, Hedge Funds, Marketing, Investment Management, Economics, Venture Capital, Global Macro, Due Diligence, Investment Strategies
Education
University of California, Berkeley 2010 — 2012
MPP, Public Policy
University of California, Santa Barbara 1996 — 2000
B.A, Business Economics
Loomis, Sayles & Company May 2013 - Present
Roubini Global Economics July 2011 - February 2012
Pantera Capital Management November 2005 - July 2009
Franklin Templeton Investments April 2002 - October 2005
Callan Associates, Inc June 2000 - March 2002
Skills
Fixed Income, Asset Allocation, Mutual Funds, Investments, Emerging Markets, Trading, Equities, Hedge Funds, Marketing, Investment Management, Economics, Venture Capital, Global Macro, Due Diligence, Investment Strategies
Education
University of California, Berkeley 2010 — 2012
MPP, Public Policy
University of California, Santa Barbara 1996 — 2000
B.A, Business Economics
Greg Wilkinson Greg Wilkinson's Franklin Templeton Investments Experience November 2014 - Present
Job Institutional Portfolio Manager at Franklin Real Asset Advisors
Industry Investment Management
Experience
Franklin Templeton Investments November 2014 - Present
Franklin Templeton Investments April 2007 - November 2014
Bell Funds Management September 2006 - April 2007
Credit Suisse April 2001 - April 2006
Education
University College London, U. of London 1997 — 1999
Bachelor of Arts (BA), Philosophy
Franklin Templeton Investments November 2014 - Present
Franklin Templeton Investments April 2007 - November 2014
Bell Funds Management September 2006 - April 2007
Credit Suisse April 2001 - April 2006
Education
University College London, U. of London 1997 — 1999
Bachelor of Arts (BA), Philosophy
Michael Kirkilevich Michael Kirkilevich's Franklin Templeton Investments Experience May 2011 - August 2011
Job Financial Analyst, Strategic Initiatives at eBay Inc
Industry Financial Services
Experience
ebay Inc September 2013 - Present
USTA June 2006 - August 2013
Franklin Templeton Investments May 2011 - August 2011
Skills
Investments, Economics, Financial Modeling, Financial Analysis, Data Analysis, Leadership, Market Research, Microsoft Excel, Sales, Research, PowerPoint, Consulting, Social Media, Quantitative Research, Social Networking, SAP BW, Technical Writing, Analytics, SAP SRM, Accounting, Stocks, Negotiation, Real Estate, Statistical Modeling, Event Planning, Accounts Payable, Metrics, Journal Entries, Public Speaking, Quantitative Finance, US GAAP reporting, EMT (Accrual management), Tableau, Khalix (Forecasting..., Salesforce, TyMetrix, Fieldglass, E-commerce, MicroStrategy Reporting, Russian to English
Education
University of California, Berkeley 2010 — 2012
Bachelor of Arts (B.A.), Economics
Archbishop Mitty High School 2004 — 2008
High School diploma, General, 9-12
ebay Inc September 2013 - Present
USTA June 2006 - August 2013
Franklin Templeton Investments May 2011 - August 2011
Skills
Investments, Economics, Financial Modeling, Financial Analysis, Data Analysis, Leadership, Market Research, Microsoft Excel, Sales, Research, PowerPoint, Consulting, Social Media, Quantitative Research, Social Networking, SAP BW, Technical Writing, Analytics, SAP SRM, Accounting, Stocks, Negotiation, Real Estate, Statistical Modeling, Event Planning, Accounts Payable, Metrics, Journal Entries, Public Speaking, Quantitative Finance, US GAAP reporting, EMT (Accrual management), Tableau, Khalix (Forecasting..., Salesforce, TyMetrix, Fieldglass, E-commerce, MicroStrategy Reporting, Russian to English
Education
University of California, Berkeley 2010 — 2012
Bachelor of Arts (B.A.), Economics
Archbishop Mitty High School 2004 — 2008
High School diploma, General, 9-12
Gary Ogami Gary Ogami's Franklin Templeton Investments Experience 1998 - 2002
Job President/Owner at Pinnacle Peak Lending, Inc.
Industry Financial Services
Experience
Pinnacle Peak Lending, Inc. March 2008 - Present
De Anza Capital, Inc. July 2002 - February 2008
Franklin Templeton Investments 1998 - 2002
Skills
New Business Development, Strategic Planning, Mortgage Lending, Project Management, Marketing, Entrepreneurship, Loans, Customer Service, Management, Sales, Team Building, Advertising, Leadership, Social Media Marketing, Coaching, Financial Analysis, Business Development, Online Marketing, Marketing Strategy, Online Advertising, Contract Negotiation, Budgets, Start-ups, Selling, Real Estate, Process Improvement, Business Strategy, Strategy, Negotiation, Email Marketing, Leadership Development, Lead Generation, Strategic Partnerships, Marketing Communications, Social Networking, CRM, Public Relations, E-commerce, Direct Marketing, Team Leadership
Education
University of California, Berkeley 1984 — 1989
BA, Legal Studies, History
Pinnacle Peak Lending, Inc. March 2008 - Present
De Anza Capital, Inc. July 2002 - February 2008
Franklin Templeton Investments 1998 - 2002
Skills
New Business Development, Strategic Planning, Mortgage Lending, Project Management, Marketing, Entrepreneurship, Loans, Customer Service, Management, Sales, Team Building, Advertising, Leadership, Social Media Marketing, Coaching, Financial Analysis, Business Development, Online Marketing, Marketing Strategy, Online Advertising, Contract Negotiation, Budgets, Start-ups, Selling, Real Estate, Process Improvement, Business Strategy, Strategy, Negotiation, Email Marketing, Leadership Development, Lead Generation, Strategic Partnerships, Marketing Communications, Social Networking, CRM, Public Relations, E-commerce, Direct Marketing, Team Leadership
Education
University of California, Berkeley 1984 — 1989
BA, Legal Studies, History
Dale Rosso Dale Rosso's Franklin Templeton Investments Experience February 2014 - November 2014
Job Actively Searching for a New Career Opportunity
Industry Investment Management
Experience
Franklin Templeton Investments February 2014 - November 2014
First Calgary Financial July 2011 - January 2014
Investors Group Securities Inc. May 2007 - July 2011
PI Financial Corp. December 2004 - May 2007
Global Securities Corporation June 2000 - November 2004
Royal Bank Action Direct 1998 - 1999
Skills
Portfolio Management, Wealth Management, Mutual Funds, Investments, Credit, Retirement Planning, Banking, Mortgage Lending, Microsoft Office, Financial Analysis, Investment Strategies, Strategic Financial..., Budgets, Risk Management, Asset Management, Investment Advisory, Securities, Financial Planning
Education
University of Calgary 1981 — 1986
B.Comm., Finance
Franklin Templeton Investments February 2014 - November 2014
First Calgary Financial July 2011 - January 2014
Investors Group Securities Inc. May 2007 - July 2011
PI Financial Corp. December 2004 - May 2007
Global Securities Corporation June 2000 - November 2004
Royal Bank Action Direct 1998 - 1999
Skills
Portfolio Management, Wealth Management, Mutual Funds, Investments, Credit, Retirement Planning, Banking, Mortgage Lending, Microsoft Office, Financial Analysis, Investment Strategies, Strategic Financial..., Budgets, Risk Management, Asset Management, Investment Advisory, Securities, Financial Planning
Education
University of Calgary 1981 — 1986
B.Comm., Finance
Bill Gleed's Franklin Templeton Investments Experience July 2015 - Present
Job VP, Platform Business Development
Industry Investment Management
Experience
Franklin Templeton Investments July 2015 - Present
Invesco Canada (Invesco Trimark) August 2012 - June 2015
Invesco Canada (Invesco Trimark) July 2011 - August 2012
Invesco Canada (Invesco Trimark) October 2007 - July 2011
Invesco Canada (Invesco Trimark) June 2006 - October 2007
Skills
Mutual Funds, ETFs, Investments, Wealth Management, Securities, Investment Strategies, Strategic Financial..., Investment Advisory, Retirement Planning, Asset Managment, Portfolio Management, Equities, Asset Allocation, Financial Services, Financial Planning, Asset Management, Relationship Management
Education
University of Ottawa / Université d'Ottawa 2002 — 2006
Bachelor of Commerce (B.Com.)
University College Dublin 2005 — 2005
Bachelor of Commerce
Canadian Securities Institute 2008 — 2011
FCSI
Canadian Securities Institute 2010 — 2010
CIM
Franklin Templeton Investments July 2015 - Present
Invesco Canada (Invesco Trimark) August 2012 - June 2015
Invesco Canada (Invesco Trimark) July 2011 - August 2012
Invesco Canada (Invesco Trimark) October 2007 - July 2011
Invesco Canada (Invesco Trimark) June 2006 - October 2007
Skills
Mutual Funds, ETFs, Investments, Wealth Management, Securities, Investment Strategies, Strategic Financial..., Investment Advisory, Retirement Planning, Asset Managment, Portfolio Management, Equities, Asset Allocation, Financial Services, Financial Planning, Asset Management, Relationship Management
Education
University of Ottawa / Université d'Ottawa 2002 — 2006
Bachelor of Commerce (B.Com.)
University College Dublin 2005 — 2005
Bachelor of Commerce
Canadian Securities Institute 2008 — 2011
FCSI
Canadian Securities Institute 2010 — 2010
CIM
Brandon Templeton Brandon Templeton's Franklin Templeton Investments Experience January 2011 - February 2012
Job Student at University of Arizona
Industry Government Administration
Experience
Franklin Templeton Investments January 2011 - February 2012
Education
University of Arizona 2010 — 2014
Bachelor of Social and Behavioral Sciences, Public Administration With a Criminal Justice Concentration Minor in Military Science and Leadership
Franklin Templeton Investments January 2011 - February 2012
Education
University of Arizona 2010 — 2014
Bachelor of Social and Behavioral Sciences, Public Administration With a Criminal Justice Concentration Minor in Military Science and Leadership
June Huang, CPA June Huang, CPA's Franklin Templeton Investments Experience August 2013 - Present
Job Manager, Global Accounting Policy at Franklin Templeton Investments
Industry Accounting
Experience
Franklin Templeton Investments August 2013 - Present
Deloitte & Touche September 2006 - August 2013
Apollo Group LLC-Brainchild Education August 2004 - August 2006
The Shemano Group June 2005 - August 2005
Apollo Group LLC-Brainchild Education August 2002 - August 2004
Skills
Financial Reporting, US GAAP, Internal Controls, Accounting, SEC filings, Auditing, Revenue Recognition, Finance, Financial Audits, External Audit, Sarbanes-Oxley Act, SEC Filings, Consolidation, Financial Analysis, Financial Accounting, GAAP
Education
University of California, Berkeley 2002 — 2006
Bachelor of Arts (B.A.), Economics
Franklin Templeton Investments August 2013 - Present
Deloitte & Touche September 2006 - August 2013
Apollo Group LLC-Brainchild Education August 2004 - August 2006
The Shemano Group June 2005 - August 2005
Apollo Group LLC-Brainchild Education August 2002 - August 2004
Skills
Financial Reporting, US GAAP, Internal Controls, Accounting, SEC filings, Auditing, Revenue Recognition, Finance, Financial Audits, External Audit, Sarbanes-Oxley Act, SEC Filings, Consolidation, Financial Analysis, Financial Accounting, GAAP
Education
University of California, Berkeley 2002 — 2006
Bachelor of Arts (B.A.), Economics
Bryan Lee Bryan Lee's Franklin Templeton Investments Experience 2006 - 2010
Job Sr. Director, FP&A
Industry Investment Banking
Experience
Five9 2014 - Present
J.P. Morgan 2009 - 2014
Franklin Templeton Investments 2006 - 2010
Smith Barney 2004 - 2006
Lawrence Johnson & Associates 2001 - 2004
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA
University of California, Berkeley
B.A., Architecture
Five9 2014 - Present
J.P. Morgan 2009 - 2014
Franklin Templeton Investments 2006 - 2010
Smith Barney 2004 - 2006
Lawrence Johnson & Associates 2001 - 2004
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA
University of California, Berkeley
B.A., Architecture
Anatoliy Nosovitskiy Anatoliy Nosovitskiy's Franklin Templeton Investments Experience June 1996 - October 1999
Job Escalation Support Server Engineer at Good Technology
Industry Financial Services
Experience
Good Technology October 2011 - Present
Wells Fargo Bank July 1999 - October 2011
Franklin Templeton Investments June 1996 - October 1999
ZD Labs 1992 - 1996
ZD Labs 1992 - 1996
Education
UC Berkeley 1979 — 1984
BS, Computer Science
Good Technology October 2011 - Present
Wells Fargo Bank July 1999 - October 2011
Franklin Templeton Investments June 1996 - October 1999
ZD Labs 1992 - 1996
ZD Labs 1992 - 1996
Education
UC Berkeley 1979 — 1984
BS, Computer Science
Peter Schaffer Peter Schaffer's Franklin Templeton Investments Experience 2008 - August 2011
Job Head of Business Strategy at Russell Investments
Industry Financial Services
Experience
Russell Investments January 2014 - Present
Russell Investments August 2011 - December 2013
Franklin Templeton Investments 2008 - August 2011
Franklin Templeton Investments 2006 - 2008
Franklin Templeton Investments 2004 - 2006
Charles Schwab 2000 - 2003
Wells Fargo Investments 1995 - 2000
Skills
Alternative Investments, Mutual Funds, Investments, Asset Management, Investment Strategies, Product Management, Product Development, Product Strategy, ETFs, Business Strategy, Institutional, Pensions, Pricing, Retail, Wealth Management, Series 7, Fund Of Funds, Financial Modeling, Product Marketing, Strategy, Leadership, Business Analysis
Education
University of San Francisco - Graduate School of Management 1998 — 2001
MBA, Finance
University of California, Berkeley 1987 — 1992
Bachelor of Arts (BA), Economics
Russell Investments January 2014 - Present
Russell Investments August 2011 - December 2013
Franklin Templeton Investments 2008 - August 2011
Franklin Templeton Investments 2006 - 2008
Franklin Templeton Investments 2004 - 2006
Charles Schwab 2000 - 2003
Wells Fargo Investments 1995 - 2000
Skills
Alternative Investments, Mutual Funds, Investments, Asset Management, Investment Strategies, Product Management, Product Development, Product Strategy, ETFs, Business Strategy, Institutional, Pensions, Pricing, Retail, Wealth Management, Series 7, Fund Of Funds, Financial Modeling, Product Marketing, Strategy, Leadership, Business Analysis
Education
University of San Francisco - Graduate School of Management 1998 — 2001
MBA, Finance
University of California, Berkeley 1987 — 1992
Bachelor of Arts (BA), Economics
Katherine Marsh's Franklin Templeton Investments Experience May 2013 - Present
Job Corporate Assistant, Darby Private Equity
Industry International Affairs
Experience
Franklin Templeton Investments May 2013 - Present
CIEE October 2011 - May 2012
Library of Congress June 2011 - August 2011
Community Foundation of the Rappahannock River Region January 2011 - April 2011
Law Office of Ferris B. Wafle, Jr December 2010 - April 2011
Voice of America June 2010 - August 2010
Voice of America May 2008 - June 2008
Skills
Spanish, Microsoft Word, Social Media, Broadcast, Advertising, Spanish-English, Oracle CRM, SharePoint, Spanish-speaking, Writing, Research, Photoshop, Spanish Literature, Travel, Microsoft Office, Microsoft Excel, PowerPoint, Windows 7, Outlook, Digital Photography, Photography, Travel Photography, CRM, Oracle On Demand
Education
University of Mary Washington 2007 — 2011
Bachelor of Arts (BA), International Relations & Spanish
Universidad de Deusto 2010 — 2010
International Relations and Affairs
Franklin Templeton Investments May 2013 - Present
CIEE October 2011 - May 2012
Library of Congress June 2011 - August 2011
Community Foundation of the Rappahannock River Region January 2011 - April 2011
Law Office of Ferris B. Wafle, Jr December 2010 - April 2011
Voice of America June 2010 - August 2010
Voice of America May 2008 - June 2008
Skills
Spanish, Microsoft Word, Social Media, Broadcast, Advertising, Spanish-English, Oracle CRM, SharePoint, Spanish-speaking, Writing, Research, Photoshop, Spanish Literature, Travel, Microsoft Office, Microsoft Excel, PowerPoint, Windows 7, Outlook, Digital Photography, Photography, Travel Photography, CRM, Oracle On Demand
Education
University of Mary Washington 2007 — 2011
Bachelor of Arts (BA), International Relations & Spanish
Universidad de Deusto 2010 — 2010
International Relations and Affairs
Claudio Gagliardi, CFA Claudio Gagliardi, CFA's Franklin Templeton Investments Experience April 2002 - April 2008
Job Senior Vice President, Investment Counsellor at Fiera Capital Private Wealth
Industry Financial Services
Experience
Fiera Capital Private Wealth June 2011 - Present
TE Investment Counsel October 2008 - June 2011
Guardian Capital Advisors LP April 2008 - October 2008
Franklin Templeton Investments April 2002 - April 2008
RBC Private Counsel Inc. April 1998 - April 2002
Royal Trust March 1995 - April 1998
Skills
Investments, Investment Policy...
Education
The University of Calgary 1989 — 1995
Bachelor of Commerce (BCom), Finance Major
Fiera Capital Private Wealth June 2011 - Present
TE Investment Counsel October 2008 - June 2011
Guardian Capital Advisors LP April 2008 - October 2008
Franklin Templeton Investments April 2002 - April 2008
RBC Private Counsel Inc. April 1998 - April 2002
Royal Trust March 1995 - April 1998
Skills
Investments, Investment Policy...
Education
The University of Calgary 1989 — 1995
Bachelor of Commerce (BCom), Finance Major
Joe McLean's Franklin Templeton Investments Experience January 2000 - January 2005
Job Managing Partner
Industry Investment Management
Experience
INTERSECT July 2014 - Present
True Capital April 2011 - June 2014
Sanford Bernstein July 2006 - January 2011
Lord Abbett January 2005 - January 2006
Franklin Templeton Investments January 2000 - January 2005
European Professional Basketball August 1996 - January 2000
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Modeling, Hedge Funds, Investments, Marketing Strategy, New Business Development, Portfolio Management, Series 7, Strategic Partnerships, Strategic Planning, Valuation, Entrepreneurship, Marketing, Series 63
Education
University of Arizona, Eller College of Management 1999 — 2001
MBA, Business/Finance
University of Arizona 1992 — 1996
BA/BS, Sociology/Business
University of Pennsylvania - The Wharton School
INTERSECT July 2014 - Present
True Capital April 2011 - June 2014
Sanford Bernstein July 2006 - January 2011
Lord Abbett January 2005 - January 2006
Franklin Templeton Investments January 2000 - January 2005
European Professional Basketball August 1996 - January 2000
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Modeling, Hedge Funds, Investments, Marketing Strategy, New Business Development, Portfolio Management, Series 7, Strategic Partnerships, Strategic Planning, Valuation, Entrepreneurship, Marketing, Series 63
Education
University of Arizona, Eller College of Management 1999 — 2001
MBA, Business/Finance
University of Arizona 1992 — 1996
BA/BS, Sociology/Business
University of Pennsylvania - The Wharton School
Yushi Cheung Yushi Cheung's Franklin Templeton Investments Experience 2003 - 2005
Job Senior Finance Manager at Wind River
Industry Computer Software
Experience
Wind River March 2014 - Present
Wind River Systems (An Intel subsidiary) June 2011 - February 2014
Wind River Systems (An Intel Subsidiary) March 2007 - May 2011
Digitas January 2005 - March 2007
Franklin Templeton Investments 2003 - 2005
Skills
Budgets, Project Management, Product Management, Mergers, Pricing Strategy, Partnerships, Cross-functional Team..., Financial Analysis, Forecasting, Business Planning, Strategy, Mergers & Acquisitions, Finance, Strategic Financial..., Analysis, Management
Education
UC Berkeley Extension 2006 — 2009
Finance Certificate Program
University of California, Berkeley 1998 — 2003
BA, Economics
Wind River March 2014 - Present
Wind River Systems (An Intel subsidiary) June 2011 - February 2014
Wind River Systems (An Intel Subsidiary) March 2007 - May 2011
Digitas January 2005 - March 2007
Franklin Templeton Investments 2003 - 2005
Skills
Budgets, Project Management, Product Management, Mergers, Pricing Strategy, Partnerships, Cross-functional Team..., Financial Analysis, Forecasting, Business Planning, Strategy, Mergers & Acquisitions, Finance, Strategic Financial..., Analysis, Management
Education
UC Berkeley Extension 2006 — 2009
Finance Certificate Program
University of California, Berkeley 1998 — 2003
BA, Economics
Alexander Calvo Alexander Calvo's Franklin Templeton Investments Experience March 1995 - October 2006
Job CoFounder Calvo Funds, LLC; Former Director of Global Fixed Income at Franklin Templeton Investments
Industry Financial Services
Experience
Calvo Funds, LLC October 2009 - Present
Franklin Templeton Investments March 1995 - October 2006
Education
Tufts University - The Fletcher School of Law and Diplomacy 1988 — 1990
MALD, International Finance and Economics
Calvo Funds, LLC October 2009 - Present
Franklin Templeton Investments March 1995 - October 2006
Education
Tufts University - The Fletcher School of Law and Diplomacy 1988 — 1990
MALD, International Finance and Economics
Rodrick Walters Rodrick Walters's Franklin Templeton Investments Experience September 2000 - March 2003
Job Managing Director at Premier Accounting and Tax Services
Industry Accounting
Experience
Premier Acccounting and Tax Services January 2006 - Present
William A. Webb & Associates March 2003 - December 2005
Franklin Templeton Investments September 2000 - March 2003
Royal Knight Distributors January 1997 - January 1999
Davis and Associates January 1996 - January 1997
Deloitte September 1993 - April 1996
Education
The University of Texas at Austin - Red McCombs School of Business 1988 — 1993
BBA, Accounting
The University of Texas at Austin
Bachelor of Business Administration, Accounting
Premier Acccounting and Tax Services January 2006 - Present
William A. Webb & Associates March 2003 - December 2005
Franklin Templeton Investments September 2000 - March 2003
Royal Knight Distributors January 1997 - January 1999
Davis and Associates January 1996 - January 1997
Deloitte September 1993 - April 1996
Education
The University of Texas at Austin - Red McCombs School of Business 1988 — 1993
BBA, Accounting
The University of Texas at Austin
Bachelor of Business Administration, Accounting
Gabriela Cautisanu, CAPM, ITIL Gabriela Cautisanu, CAPM, ITIL's Franklin Templeton Investments Experience February 2000 - June 2005
Job Software Testing and Project Management Consultant
Industry Financial Services
Experience
CIBC February 2011 - June 2014
CIBC August 2009 - December 2010
Bank of Montreal September 2006 - March 2009
CIBC World Markets July 2005 - August 2006
Franklin Templeton Investments February 2000 - June 2005
Skills
SDLC, Business Analysis, Test Management, Project Management, MaxHire, User Acceptance Testing, Requirements Gathering, Requirements Analysis, Quality Center, Software Project..., Waterfall, Business Requirements, Testing, Data Warehousing, Software Documentation, Quality Assurance, Regression Testing, Microsoft SQL Server, Software Quality..., Business Process, Test Planning, ITIL, SQL, Software Development, Enterprise Architecture, Oracle, ETL, Test Automation, Unix, Manual Testing, Program Management, Visio
Education
1990 — 1995
Bachelor of Science
Liceul de Informatica "Gr. Moisil" Iasi 1986 — 1990
Bachelor of Science (B.Sc.)
CIBC February 2011 - June 2014
CIBC August 2009 - December 2010
Bank of Montreal September 2006 - March 2009
CIBC World Markets July 2005 - August 2006
Franklin Templeton Investments February 2000 - June 2005
Skills
SDLC, Business Analysis, Test Management, Project Management, MaxHire, User Acceptance Testing, Requirements Gathering, Requirements Analysis, Quality Center, Software Project..., Waterfall, Business Requirements, Testing, Data Warehousing, Software Documentation, Quality Assurance, Regression Testing, Microsoft SQL Server, Software Quality..., Business Process, Test Planning, ITIL, SQL, Software Development, Enterprise Architecture, Oracle, ETL, Test Automation, Unix, Manual Testing, Program Management, Visio
Education
1990 — 1995
Bachelor of Science
Liceul de Informatica "Gr. Moisil" Iasi 1986 — 1990
Bachelor of Science (B.Sc.)
Ray Xu Ray Xu's Franklin Templeton Investments Experience July 2015 - Present
Job Research Associate at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments July 2015 - Present
UBS June 2014 - August 2014
Associated Students of the University of California July 2013 - May 2014
UC Berkeley September 2011 - December 2013
Skills
Cpr Certified, First Aid, AED, Mandarin, Photoshop, PowerPoint, Microsoft Office, Data Analysis
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (BS), Economics
Singapore American School 2008 — 2011
Franklin Templeton Investments July 2015 - Present
UBS June 2014 - August 2014
Associated Students of the University of California July 2013 - May 2014
UC Berkeley September 2011 - December 2013
Skills
Cpr Certified, First Aid, AED, Mandarin, Photoshop, PowerPoint, Microsoft Office, Data Analysis
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (BS), Economics
Singapore American School 2008 — 2011
Jae Woo (Felix) Kim Jae Woo (Felix) Kim's Franklin Templeton Investments Experience June 2012 - August 2012
Job Student at the University of Pennsylvania
Industry Financial Services
Experience
Lazard July 2015 - August 2015
United Nations Command Security Force October 2013 - June 2015
SBI Private Equity June 2013 - September 2013
Freshwater Malawi April 2013 - June 2013
Franklin Templeton Investments June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Research, Social Media, Market Research, Marketing Strategy
Education
University of Pennsylvania 2012 — 2017
Philosophy, Political Science, and Economics, Bachelor of Arts (B.A.)(3.82 / 4.00)
University of California, Berkeley 2011 — 2012
Economics, Bachelor of Science (BS)(3.86 / 4.00)
The Hill School 2008 — 2011
High School(3.80 / 4.00)
Lazard July 2015 - August 2015
United Nations Command Security Force October 2013 - June 2015
SBI Private Equity June 2013 - September 2013
Freshwater Malawi April 2013 - June 2013
Franklin Templeton Investments June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Research, Social Media, Market Research, Marketing Strategy
Education
University of Pennsylvania 2012 — 2017
Philosophy, Political Science, and Economics, Bachelor of Arts (B.A.)(3.82 / 4.00)
University of California, Berkeley 2011 — 2012
Economics, Bachelor of Science (BS)(3.86 / 4.00)
The Hill School 2008 — 2011
High School(3.80 / 4.00)
Gisela Emmanuelli Gisela Emmanuelli's Franklin Templeton Investments Experience January 1998 - April 2001
Job Metlife
Industry Insurance
Experience
MetLife February 2014 - Present
Greystone Healthcare Management May 2013 - February 2014
Universal Health Care December 2007 - March 2013
UnitedHealth Group April 2001 - December 2007
Franklin Templeton Investments January 1998 - April 2001
Health Administrative Services August 1996 - January 1998
Aurora Mental Health & Assoc July 1991 - August 1996
John Bynum Research May 1989 - June 1991
Skills
Supervisory Experience, Process Improvement, Billing Process, Cash Receipts, Data Entry, Accounts Receivable, Market Research, Quality Control, Account Reconciliation, Account Management, Microsoft Word, Microsoft Excel, Microsoft Power Point, Management, Customer Service, SharePoint, Accounting Research, Medical Billing, Billing Systems, PowerPoint, Medicare, Health Insurance, HIPAA, Access, HMO, Healthcare, Provider Relations, Insurance, Managed Care, Claim, Healthcare Industry, Software Documentation, Healthcare Consulting, Medicare/Medicaid..., Healthcare Management, Medical Compliance, Analysis, Claims Resolution, Data Analysis, Salesforce.com, Medicare Advantage OMT..., ICD-9, Invoicing, Medicaid Managed Care, CPT
Education
University of Puerto Rico 1982 — 1986
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
MetLife February 2014 - Present
Greystone Healthcare Management May 2013 - February 2014
Universal Health Care December 2007 - March 2013
UnitedHealth Group April 2001 - December 2007
Franklin Templeton Investments January 1998 - April 2001
Health Administrative Services August 1996 - January 1998
Aurora Mental Health & Assoc July 1991 - August 1996
John Bynum Research May 1989 - June 1991
Skills
Supervisory Experience, Process Improvement, Billing Process, Cash Receipts, Data Entry, Accounts Receivable, Market Research, Quality Control, Account Reconciliation, Account Management, Microsoft Word, Microsoft Excel, Microsoft Power Point, Management, Customer Service, SharePoint, Accounting Research, Medical Billing, Billing Systems, PowerPoint, Medicare, Health Insurance, HIPAA, Access, HMO, Healthcare, Provider Relations, Insurance, Managed Care, Claim, Healthcare Industry, Software Documentation, Healthcare Consulting, Medicare/Medicaid..., Healthcare Management, Medical Compliance, Analysis, Claims Resolution, Data Analysis, Salesforce.com, Medicare Advantage OMT..., ICD-9, Invoicing, Medicaid Managed Care, CPT
Education
University of Puerto Rico 1982 — 1986
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Juan Carlos Tirado Juan Carlos Tirado's Franklin Templeton Investments Experience January 2000 - January 2002
Job Director of Information Technology en Pharmaceutical Systems International Pharmaway 1.0
Industry Information Technology and Services
Experience
Pharmaceutical Systems International - Pharmaway 1.0 May 2014 - Present
Dashway Technologies January 2010 - Present
Amgen January 2003 - January 2014
Dewey University January 2009 - September 2011
Franklin Templeton Investments January 2000 - January 2002
Union Health Center January 1997 - January 2000
Skills
Visio, Analysis, Análisis, Proficiency in..., ERP, SQL, MS Project, Six Sigma, XML, PMP, Oracle, Data Warehousing, Crystal Reports, GMP
Education
University of Maryland University College 2004 — 2007
Master of Science (MS), Computer Software Engineering
City University of New York-Hunter College 1995 — 1996
National Exchange Student Program, Accounting and Computer Science
Universidad de Puerto Rico 1991 — 1996
Bachelor of Business Administration (BBA), Accounting & Information Systems, Cum Laude
Pharmaceutical Systems International - Pharmaway 1.0 May 2014 - Present
Dashway Technologies January 2010 - Present
Amgen January 2003 - January 2014
Dewey University January 2009 - September 2011
Franklin Templeton Investments January 2000 - January 2002
Union Health Center January 1997 - January 2000
Skills
Visio, Analysis, Análisis, Proficiency in..., ERP, SQL, MS Project, Six Sigma, XML, PMP, Oracle, Data Warehousing, Crystal Reports, GMP
Education
University of Maryland University College 2004 — 2007
Master of Science (MS), Computer Software Engineering
City University of New York-Hunter College 1995 — 1996
National Exchange Student Program, Accounting and Computer Science
Universidad de Puerto Rico 1991 — 1996
Bachelor of Business Administration (BBA), Accounting & Information Systems, Cum Laude
Ashwini Singh's Franklin Templeton Investments Experience 2000 - October 2010
Job Program Manager / CRM Professional
Industry Information Technology and Services
Experience
VMware November 2014 - Present
Ambit Energy June 2013 - August 2014
BlackRock November 2010 - May 2013
Franklin Templeton Investments 2000 - October 2010
Franklin Templeton Investments June 1994 - December 1999
International Dataline Limited 1989 - 1992
J S Hill & Associates February 1989 - November 1989
Skills
Program Management, Business Analysis, SDLC, Business Intelligence, Analytics, CRM, Project Management, Integration, Management, PMO, Business Process, Analysis, Strategy, Enterprise Software, Cross-functional Team..., Vendor Management, Business Requirements, Leadership, Governance, Project Portfolio..., Quality Assurance, IT Strategy, Software Project..., Business Process..., Requirements Gathering, Business Process..., Project Delivery, Requirements Analysis, Agile Project Management, PMP, Consulting, Resource Management, Business Transformation, Process Improvement, Risk Management, Enterprise Architecture, Systems Analysis, Outsourcing
Education
University of Phoenix, San Francisco CA 2001 — 2004
BSc, Business Management
University of California, Berkeley CA 1999 — 2001
Certificate Program, Project Management (PMI Certified)
University of the South Pacific, Suva Fiji 1987 — 1989
Diploma Program, Applied Statistics & Data Processing
MGM High School, Suva Fiji 1982 — 1986
Forms 3 to 7
CPrime, San Francisco CA
Certificate, Project Management Professional (PMP)
Community At Work, San Francisco CA
Certificate, Organizational Diagnosis
Dale Carnegie, San Francisco CA
Certificate, Effective Communications & Human Relations Skills
FranklinCovey, San Mateo CA
Leadership Training
PWC-Coopers Lybrand, San Mateo CA
Certificate, Summit-D Methodology (SDLC)
SimpliLearn
Online Training-Program Management (PgMP)
VMware November 2014 - Present
Ambit Energy June 2013 - August 2014
BlackRock November 2010 - May 2013
Franklin Templeton Investments 2000 - October 2010
Franklin Templeton Investments June 1994 - December 1999
International Dataline Limited 1989 - 1992
J S Hill & Associates February 1989 - November 1989
Skills
Program Management, Business Analysis, SDLC, Business Intelligence, Analytics, CRM, Project Management, Integration, Management, PMO, Business Process, Analysis, Strategy, Enterprise Software, Cross-functional Team..., Vendor Management, Business Requirements, Leadership, Governance, Project Portfolio..., Quality Assurance, IT Strategy, Software Project..., Business Process..., Requirements Gathering, Business Process..., Project Delivery, Requirements Analysis, Agile Project Management, PMP, Consulting, Resource Management, Business Transformation, Process Improvement, Risk Management, Enterprise Architecture, Systems Analysis, Outsourcing
Education
University of Phoenix, San Francisco CA 2001 — 2004
BSc, Business Management
University of California, Berkeley CA 1999 — 2001
Certificate Program, Project Management (PMI Certified)
University of the South Pacific, Suva Fiji 1987 — 1989
Diploma Program, Applied Statistics & Data Processing
MGM High School, Suva Fiji 1982 — 1986
Forms 3 to 7
CPrime, San Francisco CA
Certificate, Project Management Professional (PMP)
Community At Work, San Francisco CA
Certificate, Organizational Diagnosis
Dale Carnegie, San Francisco CA
Certificate, Effective Communications & Human Relations Skills
FranklinCovey, San Mateo CA
Leadership Training
PWC-Coopers Lybrand, San Mateo CA
Certificate, Summit-D Methodology (SDLC)
SimpliLearn
Online Training-Program Management (PgMP)
Jeffrey Fixler's Franklin Templeton Investments Experience July 2010 - September 2012
Job Senior Project Manager
Industry Financial Services
Experience
Office Depot July 2014 - Present
Ryder System, Inc. February 2014 - July 2014
Assurant February 2013 - February 2014
Doral Bank September 2012 - February 2013
Franklin Templeton Investments July 2010 - September 2012
Bayview Financial October 2009 - October 2010
AIG November 2008 - October 2009
BankUnited January 2007 - November 2008
CGI January 2005 - January 2007
UBS January 2005 - January 2007
Skills
PMO, PMBOK, PMI, SDLC, Vendor Management, Six Sigma, PMP, Program Management, Project Portfolio..., Process Improvement, Waterfall, Continuous Improvement, Green Belt, Operations Management, Resource Management, Quality Assurance, Agile, Business Process..., Project Governance, EPM, Change Management, Process Engineering, Project Server, IT Strategy, Quality Management, WBS, Operational Excellence, Budgeting, MS Project, Business Analysis, Requirements Gathering, Software Project..., Visio, Project Planning, IT Management, Requirements Analysis, Project Delivery, Risk Management, Integration, Business Requirements, SharePoint, Business Process, Risk Mitigation, Data Warehousing, Business Intelligence, Process Development, Project Execution, Project Implementation, Documentation, Portfolio Management
Education
State University of New York at Buffalo 1992 — 1996
BS, Management
Office Depot July 2014 - Present
Ryder System, Inc. February 2014 - July 2014
Assurant February 2013 - February 2014
Doral Bank September 2012 - February 2013
Franklin Templeton Investments July 2010 - September 2012
Bayview Financial October 2009 - October 2010
AIG November 2008 - October 2009
BankUnited January 2007 - November 2008
CGI January 2005 - January 2007
UBS January 2005 - January 2007
Skills
PMO, PMBOK, PMI, SDLC, Vendor Management, Six Sigma, PMP, Program Management, Project Portfolio..., Process Improvement, Waterfall, Continuous Improvement, Green Belt, Operations Management, Resource Management, Quality Assurance, Agile, Business Process..., Project Governance, EPM, Change Management, Process Engineering, Project Server, IT Strategy, Quality Management, WBS, Operational Excellence, Budgeting, MS Project, Business Analysis, Requirements Gathering, Software Project..., Visio, Project Planning, IT Management, Requirements Analysis, Project Delivery, Risk Management, Integration, Business Requirements, SharePoint, Business Process, Risk Mitigation, Data Warehousing, Business Intelligence, Process Development, Project Execution, Project Implementation, Documentation, Portfolio Management
Education
State University of New York at Buffalo 1992 — 1996
BS, Management
Heidi Smookler Heidi Smookler's Franklin Templeton Investments Experience September 2003 - December 2004
Job MARKETING STRATEGY / BRAND MANAGEMENT / BUSINESS COMMUNICATION
Industry Marketing and Advertising
Experience
BDNA Corporation October 2014 - Present
Xora, A ClickSoftware Company June 2013 - October 2014
Symantec December 2012 - June 2013
ADP Dealer Services, Dealix Division February 2011 - December 2012
Wells Fargo Bank May 2010 - February 2011
Wells Fargo December 2009 - March 2010
Freelance Marketing - Heidi Smookler August 2008 - February 2010
ParadyszMatera October 2007 - August 2008
Ameriprise Financial December 2004 - October 2007
Franklin Templeton Investments September 2003 - December 2004
Skills
Email Marketing, Direct Marketing, Marketing Strategy, Marketing, Online Marketing, Lead Generation, Online Advertising, Digital Marketing, Strategy, Web Content, Content Management, Social Media Marketing, Strategic Planning, Marketing Management, Corporate Communications, E-commerce, Strategic Communications, Web Project Management, B2B Marketing, Social Networking, Public Speaking, Events, Online Lead Generation, Corporate Branding, Brand Management, Integrated Marketing, Advertising, Copywriting, CRM, Brand Development, Corporate Events, Content Strategy, Marketing Communications, Channel Program...
Education
University of Arizona 1995 — 1999
Journalism and Communication
Aragon High School 1991 — 1995
Diploma, Liberal Arts and Sciences/Liberal Studies
BDNA Corporation October 2014 - Present
Xora, A ClickSoftware Company June 2013 - October 2014
Symantec December 2012 - June 2013
ADP Dealer Services, Dealix Division February 2011 - December 2012
Wells Fargo Bank May 2010 - February 2011
Wells Fargo December 2009 - March 2010
Freelance Marketing - Heidi Smookler August 2008 - February 2010
ParadyszMatera October 2007 - August 2008
Ameriprise Financial December 2004 - October 2007
Franklin Templeton Investments September 2003 - December 2004
Skills
Email Marketing, Direct Marketing, Marketing Strategy, Marketing, Online Marketing, Lead Generation, Online Advertising, Digital Marketing, Strategy, Web Content, Content Management, Social Media Marketing, Strategic Planning, Marketing Management, Corporate Communications, E-commerce, Strategic Communications, Web Project Management, B2B Marketing, Social Networking, Public Speaking, Events, Online Lead Generation, Corporate Branding, Brand Management, Integrated Marketing, Advertising, Copywriting, CRM, Brand Development, Corporate Events, Content Strategy, Marketing Communications, Channel Program...
Education
University of Arizona 1995 — 1999
Journalism and Communication
Aragon High School 1991 — 1995
Diploma, Liberal Arts and Sciences/Liberal Studies
Andrew Venturi's Franklin Templeton Investments Experience 2007 - 2007
Job Vice President at Merrill Lynch Private Banking & Investment Group
Industry Investment Management
Experience
Merrill Lynch Private Banking & Investment Group September 2012 - Present
Credit Suisse Private Bank November 2011 - August 2012
Barclays Wealth June 2011 - October 2011
United Capital Financial Advisers, LLC November 2008 - May 2011
Franklin Templeton Investments 2007 - 2007
The Angels' Forum 2006 - 2006
The Bobby Jones Golf Company 2005 - 2005
Education
University of Arizona 2004 — 2008
B.S., Marketing
University of Arizona, Eller College of Management 2004 — 2008
Marketing, Business Administration
Merrill Lynch Private Banking & Investment Group September 2012 - Present
Credit Suisse Private Bank November 2011 - August 2012
Barclays Wealth June 2011 - October 2011
United Capital Financial Advisers, LLC November 2008 - May 2011
Franklin Templeton Investments 2007 - 2007
The Angels' Forum 2006 - 2006
The Bobby Jones Golf Company 2005 - 2005
Education
University of Arizona 2004 — 2008
B.S., Marketing
University of Arizona, Eller College of Management 2004 — 2008
Marketing, Business Administration
Julian Roa Julian Roa's Franklin Templeton Investments Experience April 2012 - August 2012
Job Manager Personalization & Ad Publishing at Fanatics, Inc.
Industry Marketing and Advertising
Experience
Fanatics, Inc. August 2015 - Present
Williams-Sonoma, Inc. December 2012 - August 2015
Franklin Templeton Investments April 2012 - August 2012
Acxiom July 2011 - February 2012
Skills
Photoshop, Microsoft Office, Illustrator, PowerPoint, Excel, Advertising, Word, Social Media, HTML, Writing, Adobe Creative Suite, Facebook, Online Marketing, Marketing Strategy, Marketing Communications, Illustration, Logo Design, English, MySQL, Social Media Marketing, Public Speaking, Spanish, Dreamweaver, Marketing, Digital Marketing, Web Analytics, Analytics, Salesforce.com, CRM, Email Marketing, Microsoft Word, Microsoft Excel
Education
Trinity University 2007 — 2011
Bachelor of Arts, Advertising, Rhetoric
International College Spain
Fanatics, Inc. August 2015 - Present
Williams-Sonoma, Inc. December 2012 - August 2015
Franklin Templeton Investments April 2012 - August 2012
Acxiom July 2011 - February 2012
Skills
Photoshop, Microsoft Office, Illustrator, PowerPoint, Excel, Advertising, Word, Social Media, HTML, Writing, Adobe Creative Suite, Facebook, Online Marketing, Marketing Strategy, Marketing Communications, Illustration, Logo Design, English, MySQL, Social Media Marketing, Public Speaking, Spanish, Dreamweaver, Marketing, Digital Marketing, Web Analytics, Analytics, Salesforce.com, CRM, Email Marketing, Microsoft Word, Microsoft Excel
Education
Trinity University 2007 — 2011
Bachelor of Arts, Advertising, Rhetoric
International College Spain
Monica Binetti's Franklin Templeton Investments Experience February 2009 - January 2010
Job Global Executive Ground Transportation
Industry Leisure, Travel & Tourism
Experience
Corporate Car Management December 2014 - Present
Share Some Style January 2013 - Present
Monica's Closet January 2009 - Present
Style for Hire September 2011 - January 2013
Franklin Templeton Investments February 2009 - January 2010
Bloomingdale's January 2008 - January 2009
Archstone 2003 - 2007
Education
University of California, Berkeley 1999 — 2002
Bachelor's degree, Mass Communication/Media Studies
Corporate Car Management December 2014 - Present
Share Some Style January 2013 - Present
Monica's Closet January 2009 - Present
Style for Hire September 2011 - January 2013
Franklin Templeton Investments February 2009 - January 2010
Bloomingdale's January 2008 - January 2009
Archstone 2003 - 2007
Education
University of California, Berkeley 1999 — 2002
Bachelor's degree, Mass Communication/Media Studies
Phil James Phil James's Franklin Templeton Investments Experience May 2013 - August 2013
Job Uber | UC Berkeley
Industry Information Technology and Services
Experience
Uber September 2015 - Present
J.P. Morgan June 2015 - July 2015
Optimir Consulting March 2013 - May 2015
Euclid May 2014 - August 2014
Franklin Templeton Investments May 2013 - August 2013
Focus Ventures May 2012 - August 2012
Drobo, Inc. May 2012 - August 2012
Skills
Start-ups, Strategy, Entrepreneurship, Leadership, Venture Capital, Microsoft Excel, Strategic Planning, Marketing, Private Equity, Research, Public Speaking, Social Networking, Strategic Partnerships, Microsoft Office, Business Development, Digital Media, Photoshop, Photography, Mergers & Acquisitions, SharePoint
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2012 — 2015
Uber September 2015 - Present
J.P. Morgan June 2015 - July 2015
Optimir Consulting March 2013 - May 2015
Euclid May 2014 - August 2014
Franklin Templeton Investments May 2013 - August 2013
Focus Ventures May 2012 - August 2012
Drobo, Inc. May 2012 - August 2012
Skills
Start-ups, Strategy, Entrepreneurship, Leadership, Venture Capital, Microsoft Excel, Strategic Planning, Marketing, Private Equity, Research, Public Speaking, Social Networking, Strategic Partnerships, Microsoft Office, Business Development, Digital Media, Photoshop, Photography, Mergers & Acquisitions, SharePoint
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2012 — 2015
Jennifer Sun, CPA's Franklin Templeton Investments Experience April 2010 - September 2011
Job Compliance Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Asset Management June 2015 - Present
Ernst & Young 2011 - 2015
Franklin Templeton Investments April 2010 - September 2011
Hotwire 2009 - 2010
KPMG Advisory June 2007 - April 2009
Gia&Co January 2008 - August 2008
Skills
SOX, Internal Audit, Month End Close, Financial Accounting, Fund Accounting, Community Outreach, Business Process..., Oracle Financials, Corporate Governance, Risk, Enterprise Risk..., Compliance, Sarbanes-Oxley Act, Financial Risk, Risk Assessment, Anti Money Laundering
Education
University of California, Berkeley 2004 — 2008
Bachelors, Economics
Wells Fargo Asset Management June 2015 - Present
Ernst & Young 2011 - 2015
Franklin Templeton Investments April 2010 - September 2011
Hotwire 2009 - 2010
KPMG Advisory June 2007 - April 2009
Gia&Co January 2008 - August 2008
Skills
SOX, Internal Audit, Month End Close, Financial Accounting, Fund Accounting, Community Outreach, Business Process..., Oracle Financials, Corporate Governance, Risk, Enterprise Risk..., Compliance, Sarbanes-Oxley Act, Financial Risk, Risk Assessment, Anti Money Laundering
Education
University of California, Berkeley 2004 — 2008
Bachelors, Economics
Laura Fergerson, CPA Laura Fergerson, CPA's Franklin Templeton Investments Experience June 1993 - Present
Job Senior Vice President, Global Fund Administration
Industry Investment Management
Experience
Franklin Templeton Investments June 1993 - Present
Coopers & Lybrand 1985 - 1992
Skills
Mutual Funds, Financial Reporting, Fund Accounting, Asset Managment, Securities, Financial Statements, Fund Administration, Valuation, Hedge Funds, Strategic Financial..., Auditing, Banking, Equities, Finance, Alternative Investments, Asset Management, Financial Analysis, Derivatives
Education
University of California, Berkeley
BA, Economics
Franklin Templeton Investments June 1993 - Present
Coopers & Lybrand 1985 - 1992
Skills
Mutual Funds, Financial Reporting, Fund Accounting, Asset Managment, Securities, Financial Statements, Fund Administration, Valuation, Hedge Funds, Strategic Financial..., Auditing, Banking, Equities, Finance, Alternative Investments, Asset Management, Financial Analysis, Derivatives
Education
University of California, Berkeley
BA, Economics
Gabrielle McEntee Gabrielle McEntee's Franklin Templeton Investments Experience January 2014 - Present
Job Director Global Design Production, Creative Services at Franklin Templeton Investments
Industry Marketing and Advertising
Experience
Franklin Templeton Investments January 2014 - Present
Franklin Templeton Investments April 2012 - December 2013
Franklin Templeton Investments April 2010 - April 2012
Chasse Consulting: Sales Strategies, Inc. January 2010 - April 2010
Shiny Object April 2009 - January 2010
Franklin Templeton Investments May 2007 - April 2009
Florida Holocaust Museum May 2006 - February 2007
Whole Foods Market January 2006 - March 2006
Treehouse Animation March 2005 - October 2005
Ogilvy & Mather January 1999 - March 2005
Skills
Writing, Marketing Communications, Content Strategy, Copywriting, Content Development, Marketing, Content Creation, Marketing Strategy, Social Media Marketing, Social Media, New Media, Digital Marketing, Advertising, Blogging, Event Management, Digital Strategy, Editing, Online Marketing, Business Development, Public Relations, Integrated Marketing, Web Analytics, Content Management, Digital Media, Customer Service, Training Manuals, Channel Management, Production, Social Networking, SEO, Customer Relations, Broadcast, Budgeting, Facebook, Web Content, Event Planning, B2B, Research, Creative Development
Education
The University of Texas at Austin 1989 — 1993
Bachelor of Science, Communication
Poynter Institute 2011 — 2011
Social Media Strategy
Ongoing Education
Franklin Templeton Investments January 2014 - Present
Franklin Templeton Investments April 2012 - December 2013
Franklin Templeton Investments April 2010 - April 2012
Chasse Consulting: Sales Strategies, Inc. January 2010 - April 2010
Shiny Object April 2009 - January 2010
Franklin Templeton Investments May 2007 - April 2009
Florida Holocaust Museum May 2006 - February 2007
Whole Foods Market January 2006 - March 2006
Treehouse Animation March 2005 - October 2005
Ogilvy & Mather January 1999 - March 2005
Skills
Writing, Marketing Communications, Content Strategy, Copywriting, Content Development, Marketing, Content Creation, Marketing Strategy, Social Media Marketing, Social Media, New Media, Digital Marketing, Advertising, Blogging, Event Management, Digital Strategy, Editing, Online Marketing, Business Development, Public Relations, Integrated Marketing, Web Analytics, Content Management, Digital Media, Customer Service, Training Manuals, Channel Management, Production, Social Networking, SEO, Customer Relations, Broadcast, Budgeting, Facebook, Web Content, Event Planning, B2B, Research, Creative Development
Education
The University of Texas at Austin 1989 — 1993
Bachelor of Science, Communication
Poynter Institute 2011 — 2011
Social Media Strategy
Ongoing Education
Bill Hawes's Franklin Templeton Investments Experience 2001 - 2004
Job Portfolio Manager & Senior Equity Analyst
Industry Investment Management
Experience
Century Management 2010 - 2015
Century Management 2006 - 2010
Engemann Asset Management 2004 - 2006
Franklin Templeton Investments 2001 - 2004
Franklin Templeton Investments 1998 - 2001
Education
University of Southern California - Marshall School of Business 1996 — 1998
Master of Business Administration (MBA), Investments and Securities
The University of Texas at Austin 1989 — 1993
Bachelor of Business Administration (BBA), Finance, General
Chartered Financial Analyst (CFA)
Century Management 2010 - 2015
Century Management 2006 - 2010
Engemann Asset Management 2004 - 2006
Franklin Templeton Investments 2001 - 2004
Franklin Templeton Investments 1998 - 2001
Education
University of Southern California - Marshall School of Business 1996 — 1998
Master of Business Administration (MBA), Investments and Securities
The University of Texas at Austin 1989 — 1993
Bachelor of Business Administration (BBA), Finance, General
Chartered Financial Analyst (CFA)
April Manger's Franklin Templeton Investments Experience April 1989 - Present
Job Project Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 1989 - Present
Skills
Business Analysis, Project Management, Business Continuity..., Energy Healing, Mutual Funds, Management, Financial Services, Investments, Sales, Customer Service, Process Improvement, Asset Management, Portfolio Management, Finance, Healing
Education
The University of Memphis
Bachelor of Science in Education
Franklin Templeton Investments April 1989 - Present
Skills
Business Analysis, Project Management, Business Continuity..., Energy Healing, Mutual Funds, Management, Financial Services, Investments, Sales, Customer Service, Process Improvement, Asset Management, Portfolio Management, Finance, Healing
Education
The University of Memphis
Bachelor of Science in Education
Sevly Snguon's Franklin Templeton Investments Experience February 2014 - May 2014
Job HUB Intern at Long Beach Building Healthy Communities
Industry Public Policy
Experience
Long Beach Building Healthy Communities June 2015 - Present
Event Carnival September 2014 - December 2014
Wedu Global August 2014 - December 2014
Associated Students of the University of California May 2013 - August 2014
Franklin Templeton Investments February 2014 - May 2014
UC Berkeley - Residential Student Services Program January 2013 - May 2014
Centers for Disease Control and Prevention May 2013 - August 2013
Upward Bound October 2012 - June 2013
REACH! - Asian/Pacific Islander Recruitment and Retention May 2012 - May 2013
UC Berkeley August 2011 - May 2013
Skills
Higher Education, Workshop Facilitation, Microsoft Office, Event Planning, Public Speaking, Research, Policy Analysis, Program Management, Microsoft Excel, Community Outreach, Corporate Social..., PowerPoint, Google Docs, Conflict Resolution, Adobe Creative Suite, Management, Nonprofits, Fundraising, iMovie, Windows, Mac, Conflict Management, Staff Development, Data Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Public Health
Long Beach Building Healthy Communities June 2015 - Present
Event Carnival September 2014 - December 2014
Wedu Global August 2014 - December 2014
Associated Students of the University of California May 2013 - August 2014
Franklin Templeton Investments February 2014 - May 2014
UC Berkeley - Residential Student Services Program January 2013 - May 2014
Centers for Disease Control and Prevention May 2013 - August 2013
Upward Bound October 2012 - June 2013
REACH! - Asian/Pacific Islander Recruitment and Retention May 2012 - May 2013
UC Berkeley August 2011 - May 2013
Skills
Higher Education, Workshop Facilitation, Microsoft Office, Event Planning, Public Speaking, Research, Policy Analysis, Program Management, Microsoft Excel, Community Outreach, Corporate Social..., PowerPoint, Google Docs, Conflict Resolution, Adobe Creative Suite, Management, Nonprofits, Fundraising, iMovie, Windows, Mac, Conflict Management, Staff Development, Data Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Public Health
Federica Tourreilles Federica Tourreilles's Franklin Templeton Investments Experience August 2006 - August 2007
Job Consultant at InterAmerican Development Bank Country Office Brazil
Industry Banking
Experience
Inter-American Development Bank - Country Office Brazil February 2015 - Present
Inter-American Development Bank June 2013 - Present
Inter-American Development Bank September 2006 - June 2013
The Economist Intelligence Unit September 2008 - September 2009
Franklin Templeton Investments August 2006 - August 2007
Skills
International..., International Relations, Emerging Markets, Research, Latin America, Foreign Policy, International..., Donor Engagement, Economic Development, Spanish, Strategic Partnerships, Public/private..., Fundraising, Corporate Social..., Leveraging Strategic..., European Union, Political Risk Analysis, Capacity Building, Public Policy, Political Science
Education
Diplomatic Academy of Vienna 2007 — 2009
MA, International Relations
University of Virginia 2001 — 2006
BA, English
Universidad de Salamanca
Inter-American Development Bank - Country Office Brazil February 2015 - Present
Inter-American Development Bank June 2013 - Present
Inter-American Development Bank September 2006 - June 2013
The Economist Intelligence Unit September 2008 - September 2009
Franklin Templeton Investments August 2006 - August 2007
Skills
International..., International Relations, Emerging Markets, Research, Latin America, Foreign Policy, International..., Donor Engagement, Economic Development, Spanish, Strategic Partnerships, Public/private..., Fundraising, Corporate Social..., Leveraging Strategic..., European Union, Political Risk Analysis, Capacity Building, Public Policy, Political Science
Education
Diplomatic Academy of Vienna 2007 — 2009
MA, International Relations
University of Virginia 2001 — 2006
BA, English
Universidad de Salamanca
Heather (Richey) Prewett Heather (Richey) Prewett's Franklin Templeton Investments Experience June 2007 - September 2007
Job Senior Manager, Inventory Strategy & Analytics, Gap.com
Industry Retail
Experience
Gap Inc./Gap Inc. Direct 2014 - Present
LinkedIn 2013 - 2013
CafePress Inc. 2011 - 2013
Sephora 2008 - 2011
Franklin Templeton Investments June 2007 - September 2007
Merrill Lynch 2004 - 2006
Skills
Market Research, E-commerce, Marketing Strategy, Competitive Intelligence, Retail, Business Analytics, Scenario Analysis, Business Strategy, Forecasting, Business Planning, Financial Modeling, Analytics, Valuation, Due Diligence, Competitive Analysis, Financial Analysis, Business Analysis, Management
Education
UCLA Anderson School of Management 2006 — 2008
MBA, Finance & Entrepreneurship
Yale University 1998 — 2002
B.A., English
Gap Inc./Gap Inc. Direct 2014 - Present
LinkedIn 2013 - 2013
CafePress Inc. 2011 - 2013
Sephora 2008 - 2011
Franklin Templeton Investments June 2007 - September 2007
Merrill Lynch 2004 - 2006
Skills
Market Research, E-commerce, Marketing Strategy, Competitive Intelligence, Retail, Business Analytics, Scenario Analysis, Business Strategy, Forecasting, Business Planning, Financial Modeling, Analytics, Valuation, Due Diligence, Competitive Analysis, Financial Analysis, Business Analysis, Management
Education
UCLA Anderson School of Management 2006 — 2008
MBA, Finance & Entrepreneurship
Yale University 1998 — 2002
B.A., English
Eddie Hua, CAMS Eddie Hua, CAMS's Franklin Templeton Investments Experience August 2006 - January 2007
Job Sanctions & OFAC Investigator at Bank of TokyoMitsubishi UFJ
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ June 2015 - Present
China Construction Bank (Asia) Corporation Ltd. March 2014 - May 2015
JPMorgan Chase November 2013 - December 2013
KBC Bank & Verzekering August 2011 - September 2013
HSBC Private Bank July 2011 - August 2011
TD Bank Group May 2011 - July 2011
Citi August 2010 - May 2011
AMERICAN EXPRESS November 2007 - July 2008
Sumitomo Mitsui Banking Corporation February 2007 - October 2007
Franklin Templeton Investments August 2006 - January 2007
Skills
AML, USA PATRIOT Act, Bank Secrecy Act, KYC, OFAC, Fraud, Financial Risk, Banking, Risk Management, Due Diligence, Risk Assessment, Securities, Operational Risk, Retail Banking, Investigation, Payments, Transaction Processing, Regulations, Private Banking, Anti Money Laundering, Credit, Financial Institutions, Internal Audit, Finance, Operational Risk..., Hedge Funds, Financial Services, Certified Anti-Money..., Financial Regulation, Private Investigations, Correspondent Banking, Credit Risk, Credit Cards
Education
University at Buffalo 1986 — 1992
B.A, Geography- Specializing in International Business /World Commerce
University at Buffalo
Bachelor's degree, International Business-Geogrphy
Bank of Tokyo-Mitsubishi UFJ June 2015 - Present
China Construction Bank (Asia) Corporation Ltd. March 2014 - May 2015
JPMorgan Chase November 2013 - December 2013
KBC Bank & Verzekering August 2011 - September 2013
HSBC Private Bank July 2011 - August 2011
TD Bank Group May 2011 - July 2011
Citi August 2010 - May 2011
AMERICAN EXPRESS November 2007 - July 2008
Sumitomo Mitsui Banking Corporation February 2007 - October 2007
Franklin Templeton Investments August 2006 - January 2007
Skills
AML, USA PATRIOT Act, Bank Secrecy Act, KYC, OFAC, Fraud, Financial Risk, Banking, Risk Management, Due Diligence, Risk Assessment, Securities, Operational Risk, Retail Banking, Investigation, Payments, Transaction Processing, Regulations, Private Banking, Anti Money Laundering, Credit, Financial Institutions, Internal Audit, Finance, Operational Risk..., Hedge Funds, Financial Services, Certified Anti-Money..., Financial Regulation, Private Investigations, Correspondent Banking, Credit Risk, Credit Cards
Education
University at Buffalo 1986 — 1992
B.A, Geography- Specializing in International Business /World Commerce
University at Buffalo
Bachelor's degree, International Business-Geogrphy
Billy Tran's Franklin Templeton Investments Experience April 2011 - June 2014
Job Quantitative Analyst Global Macro
Industry Investment Management
Experience
Franklin Templeton Investments April 2011 - June 2014
PIMCO April 2010 - March 2011
FTSE January 2009 - December 2009
Education
University of California, Berkeley
Bachelor's degree, Biological Engineering
University of California, Los Angeles - The Anderson School of Management
Master's degree, Financial Engineering
Franklin Templeton Investments April 2011 - June 2014
PIMCO April 2010 - March 2011
FTSE January 2009 - December 2009
Education
University of California, Berkeley
Bachelor's degree, Biological Engineering
University of California, Los Angeles - The Anderson School of Management
Master's degree, Financial Engineering
Deborah Seaton, PMP®, CSM Deborah Seaton, PMP®, CSM's Franklin Templeton Investments Experience August 2011 - Present
Job Project Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2011 - Present
Franklin Templeton Investments May 2011 - August 2011
Visa Inc. October 2007 - November 2010
Visa Inc. September 2001 - September 2007
Visa Inc. December 1998 - August 2001
Visa Inc. April 1997 - November 1998
Hatcher Trade Press January 1988 - March 1997
Skills
Software Project..., Project Portfolio..., Business Analysis, Project Management, Program Management, Integration, Cross-functional Team..., Process Improvement, Business Process, Management, PMP, Requirements Analysis, SDLC, Agile Project Management, Oracle E-Business Suite, PMO, Scrum, Strategy, Vendor Management, Project Delivery, Enterprise Software, IT Strategy, Requirements Gathering, User Acceptance Testing
Education
Project Management Institute
Project Management Professional
Scrum Alliance
Scrum Master
University of California, Berkeley
Certificate, Computer Information Systems
Franklin Templeton Investments August 2011 - Present
Franklin Templeton Investments May 2011 - August 2011
Visa Inc. October 2007 - November 2010
Visa Inc. September 2001 - September 2007
Visa Inc. December 1998 - August 2001
Visa Inc. April 1997 - November 1998
Hatcher Trade Press January 1988 - March 1997
Skills
Software Project..., Project Portfolio..., Business Analysis, Project Management, Program Management, Integration, Cross-functional Team..., Process Improvement, Business Process, Management, PMP, Requirements Analysis, SDLC, Agile Project Management, Oracle E-Business Suite, PMO, Scrum, Strategy, Vendor Management, Project Delivery, Enterprise Software, IT Strategy, Requirements Gathering, User Acceptance Testing
Education
Project Management Institute
Project Management Professional
Scrum Alliance
Scrum Master
University of California, Berkeley
Certificate, Computer Information Systems
Spencer Ogden, CFA, CAIA's Franklin Templeton Investments Experience March 2007 - Present
Job Quantitative Strategies Portfolio Manager
Industry Investment Management
Experience
Franklin Templeton Investments March 2007 - Present
Legg Mason December 2005 - February 2007
Citigroup Asset Management February 2005 - December 2005
Skills
VBA, SQL, Python, C++, Data Visualization, Financial Modeling, Portfolio Optimization, CFA, Excel, Statistics, MATLAB, Market Analysis, Perl, Microsoft Excel, Matlab, Chartered Financial..., Trading, Hedge Funds, Equity Derivatives, Fund Of Funds, Alternative Investments, Investments, Portfolio Management, Equities, Asset Management, Investment Management, Fixed Income, Mutual Funds, Capital Markets, Risk Management, Breathing, Investment Banking
Education
University of Texas at Austin 1999 — 2003
Bachelor of Science, Computer Science
Fairfield Prep 1995 — 1999
Franklin Templeton Investments March 2007 - Present
Legg Mason December 2005 - February 2007
Citigroup Asset Management February 2005 - December 2005
Skills
VBA, SQL, Python, C++, Data Visualization, Financial Modeling, Portfolio Optimization, CFA, Excel, Statistics, MATLAB, Market Analysis, Perl, Microsoft Excel, Matlab, Chartered Financial..., Trading, Hedge Funds, Equity Derivatives, Fund Of Funds, Alternative Investments, Investments, Portfolio Management, Equities, Asset Management, Investment Management, Fixed Income, Mutual Funds, Capital Markets, Risk Management, Breathing, Investment Banking
Education
University of Texas at Austin 1999 — 2003
Bachelor of Science, Computer Science
Fairfield Prep 1995 — 1999
Brian Sevilla, CFA's Franklin Templeton Investments Experience July 2013 - Present
Job Director, Investor Relations and Corporate Development
Industry Investment Management
Experience
Franklin Templeton Investments July 2013 - Present
Franklin Templeton Investments July 2007 - July 2013
Franklin Templeton Investments August 2005 - July 2007
Franklin Templeton Investments March 2002 - August 2005
Banc of America Securities September 1999 - March 2002
Skills
Investor Relations, Corporate Development, Capital Markets, Financial Analysis, Valuation, Asset Management, Mutual Funds, Excel, PowerPoint, M&A Modeling, Credit Rating, ThomsonOne
Education
University of San Francisco 2003 — 2006
MBA
University of California, Berkeley 1994 — 1999
BA
Franklin Templeton Investments July 2013 - Present
Franklin Templeton Investments July 2007 - July 2013
Franklin Templeton Investments August 2005 - July 2007
Franklin Templeton Investments March 2002 - August 2005
Banc of America Securities September 1999 - March 2002
Skills
Investor Relations, Corporate Development, Capital Markets, Financial Analysis, Valuation, Asset Management, Mutual Funds, Excel, PowerPoint, M&A Modeling, Credit Rating, ThomsonOne
Education
University of San Francisco 2003 — 2006
MBA
University of California, Berkeley 1994 — 1999
BA
Christine Teng, SPHR, PMP's Franklin Templeton Investments Experience April 2013 - January 2015
Job Experienced Human Resources Professional and Project Manager
Industry Human Resources
Experience
Visa January 2015 - Present
Franklin Templeton Investments April 2013 - January 2015
Franklin Templeton Investments November 2007 - September 2013
Equilar, Inc November 2004 - November 2007
The Mechanics Bank February 2002 - October 2004
The Mechanics Bank June 2001 - February 2002
Morgan Stanley Dean Witter 2000 - 2001
Skills
Talent Management, Performance Management, Employee Benefits, Employee Relations, Employee Engagement, HRIS, Onboarding, Human Resources, Organizational..., Talent Acquisition, Recruiting, Workforce Planning, College Recruiting, Executive Pay, Applicant Tracking..., Project Management, Management, Policy, Leadership, HR Policies, Finance, Strategic Planning, Financial Services, Consulting, Team Management, Program Management, PeopleSoft, Change Management, Strategy, Vendor Management, Personnel Management, Leadership Development, Banking
Education
Project Management Institute 2013 — 2013
University of California, Berkeley 1998 — 2001
Bachelor of Science (B.S.), Political Science
Visa January 2015 - Present
Franklin Templeton Investments April 2013 - January 2015
Franklin Templeton Investments November 2007 - September 2013
Equilar, Inc November 2004 - November 2007
The Mechanics Bank February 2002 - October 2004
The Mechanics Bank June 2001 - February 2002
Morgan Stanley Dean Witter 2000 - 2001
Skills
Talent Management, Performance Management, Employee Benefits, Employee Relations, Employee Engagement, HRIS, Onboarding, Human Resources, Organizational..., Talent Acquisition, Recruiting, Workforce Planning, College Recruiting, Executive Pay, Applicant Tracking..., Project Management, Management, Policy, Leadership, HR Policies, Finance, Strategic Planning, Financial Services, Consulting, Team Management, Program Management, PeopleSoft, Change Management, Strategy, Vendor Management, Personnel Management, Leadership Development, Banking
Education
Project Management Institute 2013 — 2013
University of California, Berkeley 1998 — 2001
Bachelor of Science (B.S.), Political Science
Alexandra Juarez's Franklin Templeton Investments Experience July 1998 - Present
Job Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 1998 - Present
Skills
Mutual Funds, Microsoft Office, Relationship Management, Financial Services, Online Marketing, Management, Marketing Communications, Advertising, Asset Management, Project Management, Equities, Investments, Wealth Management, Series 7, Series 6, Asset Allocation
Education
University of California, Berkeley
Sacred Heart Cathedral Preparatory
Franklin Templeton Investments July 1998 - Present
Skills
Mutual Funds, Microsoft Office, Relationship Management, Financial Services, Online Marketing, Management, Marketing Communications, Advertising, Asset Management, Project Management, Equities, Investments, Wealth Management, Series 7, Series 6, Asset Allocation
Education
University of California, Berkeley
Sacred Heart Cathedral Preparatory
Amie Tyler's Franklin Templeton Investments Experience 2004 - 2008
Job Director, Product Management, Commercial Travel Solutions at Visa
Industry Financial Services
Experience
Visa October 2014 - Present
Visa March 2013 - September 2014
Visa January 2011 - March 2013
Visa September 2010 - January 2011
Visa, Inc. June 2008 - September 2010
Franklin Templeton Investments 2004 - 2008
The Manor Association 2001 - 2004
Skills
Product Strategy, Product Management, Program Management, Cross-functional Team..., Vendor Management, Business Analysis, Project Management, Strategic Planning, Business Strategy, Process Improvement, Software Project..., Product Development, Team Leadership, Change Management, Business Intelligence, Analytics, Marketing, Management, CRM, Requirements Analysis, Strategy, E-commerce, SaaS
Education
University of Arkansas at Fayetteville 1993 — 1997
Bachelor of English, Creative Writing
Visa October 2014 - Present
Visa March 2013 - September 2014
Visa January 2011 - March 2013
Visa September 2010 - January 2011
Visa, Inc. June 2008 - September 2010
Franklin Templeton Investments 2004 - 2008
The Manor Association 2001 - 2004
Skills
Product Strategy, Product Management, Program Management, Cross-functional Team..., Vendor Management, Business Analysis, Project Management, Strategic Planning, Business Strategy, Process Improvement, Software Project..., Product Development, Team Leadership, Change Management, Business Intelligence, Analytics, Marketing, Management, CRM, Requirements Analysis, Strategy, E-commerce, SaaS
Education
University of Arkansas at Fayetteville 1993 — 1997
Bachelor of English, Creative Writing
Diane Slakter's Franklin Templeton Investments Experience 1993 - 1997
Job Independent Human Resources Professional
Industry Human Resources
Experience
Home Shopping Network 2000 - 2002
Home Shopping Network (HSN) 2000 - 2002
Franklin Templeton Investments 1993 - 1997
Education
Union College 1980 — 1984
Home Shopping Network 2000 - 2002
Home Shopping Network (HSN) 2000 - 2002
Franklin Templeton Investments 1993 - 1997
Education
Union College 1980 — 1984
Julie Wareham's Franklin Templeton Investments Experience October 2003 - October 2006
Job Office Manager & Executive Assistant to COO at Revolution Money
Industry Financial Services
Experience
Revolution Money October 2006 - Present
Franklin Templeton Investments October 2003 - October 2006
Education
Truman State University 1994 — 1998
Revolution Money October 2006 - Present
Franklin Templeton Investments October 2003 - October 2006
Education
Truman State University 1994 — 1998
Rafael Pineda's Franklin Templeton Investments Experience 2012 - Present
Job Vice President IT
Industry Financial Services
Experience
Franklin Templeton Investments 2012 - Present
Franklin Templeton February 2005 - September 2011
Franklin Templeton Investments September 1994 - 2005
Chateauvert Electric Lift Service 1994 - 1996
South San Francisco Unified School District 1986 - 1994
Skills
Business Analysis, SDLC, PMO
Education
University of California, Berkeley 1988 — 1990
Bachelor of Arts (B.A.), Political Economy
Franklin Templeton Investments 2012 - Present
Franklin Templeton February 2005 - September 2011
Franklin Templeton Investments September 1994 - 2005
Chateauvert Electric Lift Service 1994 - 1996
South San Francisco Unified School District 1986 - 1994
Skills
Business Analysis, SDLC, PMO
Education
University of California, Berkeley 1988 — 1990
Bachelor of Arts (B.A.), Political Economy
Syed Razvi's Franklin Templeton Investments Experience March 2015 - Present
Job Global Leader Business and Technology
Industry Financial Services
Experience
Franklin Templeton Investments March 2015 - Present
Vantiv June 2014 - March 2015
USA Group Consulting April 2010 - May 2014
Credit Suisse June 2008 - January 2010
Stanford Group Company 2004 - May 2008
ChoicePoint 2002 - 2004
Barclays Capital 2001 - 2002
CellStar Corporation 2000 - 2001
Citigroup 1993 - 1999
Kidder Peabody & Co 1989 - 1993
Skills
Global Strategy, IT Strategy, International Project..., IT Management, Program Development, Project Portfolio..., Software Design, Software Development, Software Quality..., System Deployment, Integration, Outsourcing, Insourcing, Process Engineering, Process Improvement, Investment Banking, Global Management, Change Programmes, Change Management, Due Diligence, Business Acquisition, Mergers, Banking, Asia Pacific, Europe, Latin America, Middle East, Americas, Mergers & Acquisitions, Governance, Management, Disaster Recovery, Software Project..., Start-ups, Data Center, Management Consulting, Cross-functional Team..., Strategic Partnerships, Leadership, Project Management, Strategy, Business Intelligence, ITIL, Business Development
Education
UMIST 1986 — 1988
MSc. Computation, Computer Science
University of Greenwich 1982 — 1985
BA(Hons), Policial Economy
Franklin Templeton Investments March 2015 - Present
Vantiv June 2014 - March 2015
USA Group Consulting April 2010 - May 2014
Credit Suisse June 2008 - January 2010
Stanford Group Company 2004 - May 2008
ChoicePoint 2002 - 2004
Barclays Capital 2001 - 2002
CellStar Corporation 2000 - 2001
Citigroup 1993 - 1999
Kidder Peabody & Co 1989 - 1993
Skills
Global Strategy, IT Strategy, International Project..., IT Management, Program Development, Project Portfolio..., Software Design, Software Development, Software Quality..., System Deployment, Integration, Outsourcing, Insourcing, Process Engineering, Process Improvement, Investment Banking, Global Management, Change Programmes, Change Management, Due Diligence, Business Acquisition, Mergers, Banking, Asia Pacific, Europe, Latin America, Middle East, Americas, Mergers & Acquisitions, Governance, Management, Disaster Recovery, Software Project..., Start-ups, Data Center, Management Consulting, Cross-functional Team..., Strategic Partnerships, Leadership, Project Management, Strategy, Business Intelligence, ITIL, Business Development
Education
UMIST 1986 — 1988
MSc. Computation, Computer Science
University of Greenwich 1982 — 1985
BA(Hons), Policial Economy
Susan (Susie Jo) Skinner, PMP's Franklin Templeton Investments Experience March 2005 - October 2008
Job IT Project Manager
Industry Information Technology and Services
Experience
Franklin Templeton Investments March 2005 - October 2008
Seagate Technology December 1999 - July 2004
United Airlines 1997 - December 1999
United Airlines 1990 - 1997
Education
University of Arizona 1983 — 1985
BSBA, MIS
Franklin Templeton Investments March 2005 - October 2008
Seagate Technology December 1999 - July 2004
United Airlines 1997 - December 1999
United Airlines 1990 - 1997
Education
University of Arizona 1983 — 1985
BSBA, MIS
Anderw Venturi's Franklin Templeton Investments Experience InternThe Angels' ForumJune 2006 - August 2006
Job Intern Analyst at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments InternThe Angels' ForumJune 2006 - August 2006
The Bobby Jones Golf Company June 2005 - August 2005
Education
University of Arizona 2004 — 2008
Franklin Templeton Investments InternThe Angels' ForumJune 2006 - August 2006
The Bobby Jones Golf Company June 2005 - August 2005
Education
University of Arizona 2004 — 2008
Drew Monaghan's Franklin Templeton Investments Experience November 2011 - March 2015
Job Freelance Financial Writer/Editor
Industry Financial Services
Experience
Franklin Templeton Investments November 2011 - March 2015
Franklin Templeton April 1997 - November 2011
Skills
Equities, Fixed Income, Risk Management, Mutual Funds, Attribution Analysis, English Grammar
Education
University of California, Berkeley 1983 — 1987
Franklin Templeton Investments November 2011 - March 2015
Franklin Templeton April 1997 - November 2011
Skills
Equities, Fixed Income, Risk Management, Mutual Funds, Attribution Analysis, English Grammar
Education
University of California, Berkeley 1983 — 1987
Monica Aguilar Curry's Franklin Templeton Investments Experience June 1998 - May 1999
Job Accounting Professional
Industry Accounting
Experience
The Walt Disney Company January 2014 - January 2015
KARL STORZ Endoscopy-America, Inc. February 2013 - June 2013
Universal Music Group November 2008 - January 2013
Universal Music Group July 2004 - October 2008
Pacific Financial Research October 2002 - June 2004
SSH Communications Security, Inc. January 2001 - May 2002
Emusic.com May 1999 - December 2000
Franklin Templeton Investments June 1998 - May 1999
Skills
Entertainment Industry, Music Licensing, Royalties, Music Industry, Music Publishing, Research, Entertainment, Record Labels, Music, Digital Media, Microsoft Office
Education
University of California, Berkeley 1993 — 1998
The Walt Disney Company January 2014 - January 2015
KARL STORZ Endoscopy-America, Inc. February 2013 - June 2013
Universal Music Group November 2008 - January 2013
Universal Music Group July 2004 - October 2008
Pacific Financial Research October 2002 - June 2004
SSH Communications Security, Inc. January 2001 - May 2002
Emusic.com May 1999 - December 2000
Franklin Templeton Investments June 1998 - May 1999
Skills
Entertainment Industry, Music Licensing, Royalties, Music Industry, Music Publishing, Research, Entertainment, Record Labels, Music, Digital Media, Microsoft Office
Education
University of California, Berkeley 1993 — 1998
Josh Avigael's Franklin Templeton Investments Experience July 1997 - January 2001
Job at MFR Securities, Inc.
Industry Capital Markets
Experience
MFR Securities, Inc. November 2010 - Present
Generaciones Clothing May 2005 - May 2008
Smith Graham & Co. January 2001 - May 2005
Franklin Templeton Investments July 1997 - January 2001
Education
Trinity University 1993 — 1997
MFR Securities, Inc. November 2010 - Present
Generaciones Clothing May 2005 - May 2008
Smith Graham & Co. January 2001 - May 2005
Franklin Templeton Investments July 1997 - January 2001
Education
Trinity University 1993 — 1997
Joe McHenry's Franklin Templeton Investments Experience June 1997 - February 2000
Job Database Guru
Industry Information Technology and Services
Experience
Concur April 2012 - Present
Netflix August 2011 - March 2012
Cisco Systems, Ironport Web Security Division 2007 - 2011
Delivery Agent, Inc. August 2005 - October 2007
CNET Networks March 2005 - August 2005
Quicknet Technologies, Inc. February 2000 - March 2005
Franklin Templeton Investments June 1997 - February 2000
Education
Tufts University
Concur April 2012 - Present
Netflix August 2011 - March 2012
Cisco Systems, Ironport Web Security Division 2007 - 2011
Delivery Agent, Inc. August 2005 - October 2007
CNET Networks March 2005 - August 2005
Quicknet Technologies, Inc. February 2000 - March 2005
Franklin Templeton Investments June 1997 - February 2000
Education
Tufts University
Thad Longson's Franklin Templeton Investments Experience November 2005 - Present
Job Senior Vice President, Multi Asset Solutions
Industry Investment Management
Experience
Franklin Templeton Investments November 2005 - Present
Skills
Mutual Funds, Asset Management, Financial Services, Fixed Income, Equities, Hedge Funds, Asset Allocation, Portfolio Management, Investment Strategies, Investment Management, Alternative Investments, Series 7
Education
UCLA Anderson School of Management 1997 — 1999
Franklin Templeton Investments November 2005 - Present
Skills
Mutual Funds, Asset Management, Financial Services, Fixed Income, Equities, Hedge Funds, Asset Allocation, Portfolio Management, Investment Strategies, Investment Management, Alternative Investments, Series 7
Education
UCLA Anderson School of Management 1997 — 1999
Eric Munson's Franklin Templeton Investments Experience 1988 - 1995
Job Asset Management Investment professional
Industry Investment Management
Experience
NY Based Family Office September 2012 - Present
Ada Investments January 2012 - June 2012
Stride Capital Group 2010 - 2011
Dancing Bear Cellars 2005 - 2010
Acorn Partners, Hambrecht & Quist, Morgan Stanley, Franklin Templeton, Seneca Capital 1992 - 2000
Seneca Capital Management 1993 - 1996
Franklin Templeton Investments 1988 - 1995
Skills
Public Speaking, Client Communications, Investment Strategies, Private Equity, Investor Relations, Investment Banking, Strategic Planning, Public Relations, Financial Services, Alternative Assets, Equities, Portfolio Management, Investments, Asset Managment, Mutual Funds, Fund Of Funds, Investment Advisory, Fixed Income, Alternative Investments, Capital Markets, Financial Markets, Investment Management, Derivatives, Venture Capital, Hedge Funds, Asset Allocation, Wealth Management, Securities, Family Office, Valuation, Bonds, High Yield, Asset Management, Global Macro, Institutional..., Due Diligence, Managed Futures, Corporate Finance, Pension Funds, Financial Structuring, Financial Modeling, ETFs, High Net Worth..., Wealth Management..., Emerging Markets, Manager Selection, Options, Structured Products, Equity Research, Trading
Education
University of California, Berkeley 1978 — 1982
BA, Economics
Menlo School & College 1974 — 1978
NY Based Family Office September 2012 - Present
Ada Investments January 2012 - June 2012
Stride Capital Group 2010 - 2011
Dancing Bear Cellars 2005 - 2010
Acorn Partners, Hambrecht & Quist, Morgan Stanley, Franklin Templeton, Seneca Capital 1992 - 2000
Seneca Capital Management 1993 - 1996
Franklin Templeton Investments 1988 - 1995
Skills
Public Speaking, Client Communications, Investment Strategies, Private Equity, Investor Relations, Investment Banking, Strategic Planning, Public Relations, Financial Services, Alternative Assets, Equities, Portfolio Management, Investments, Asset Managment, Mutual Funds, Fund Of Funds, Investment Advisory, Fixed Income, Alternative Investments, Capital Markets, Financial Markets, Investment Management, Derivatives, Venture Capital, Hedge Funds, Asset Allocation, Wealth Management, Securities, Family Office, Valuation, Bonds, High Yield, Asset Management, Global Macro, Institutional..., Due Diligence, Managed Futures, Corporate Finance, Pension Funds, Financial Structuring, Financial Modeling, ETFs, High Net Worth..., Wealth Management..., Emerging Markets, Manager Selection, Options, Structured Products, Equity Research, Trading
Education
University of California, Berkeley 1978 — 1982
BA, Economics
Menlo School & College 1974 — 1978
Melissa Kruse's Franklin Templeton Investments Experience March 2005 - Present
Job Director at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments March 2005 - Present
SAP June 2000 - July 2001
Wells Fargo Bank June 1990 - November 1997
Skills
Awarded the Claritas..., Management, Strategic Planning, Portfolio Management, Business Planning, Budgets, Project Planning, Credit, Disaster Recovery, Commercial Banking, Financial Analysis, Leadership, Business Analysis, Investments
Education
University of California, Berkeley 1984 — 1988
BA, Economics
San Mateo High School 1981 — 1984
High School
Maryknoll Convent School - Hong Kong 1973 — 1980
Franklin Templeton Investments March 2005 - Present
SAP June 2000 - July 2001
Wells Fargo Bank June 1990 - November 1997
Skills
Awarded the Claritas..., Management, Strategic Planning, Portfolio Management, Business Planning, Budgets, Project Planning, Credit, Disaster Recovery, Commercial Banking, Financial Analysis, Leadership, Business Analysis, Investments
Education
University of California, Berkeley 1984 — 1988
BA, Economics
San Mateo High School 1981 — 1984
High School
Maryknoll Convent School - Hong Kong 1973 — 1980
Jason Gensburger's Franklin Templeton Investments Experience January 1998 - August 1998
Job Director of Financial Services (DTM) at Lupin Pharmaceuticals
Industry Pharmaceuticals
Experience
Lupin Pharmaceuticals June 2010 - Present
Dr. Reddy's Laboratories September 2008 - June 2010
Apotex Corp. December 1999 - September 2008
AutoNation, Inc. August 1998 - December 1999
Franklin Templeton Investments January 1998 - August 1998
Skills
Pharmaceuticals, SAP, Financial Analysis, Pricing, Contract Management, Pharmaceutical Industry, Process Improvement, Pricing Strategy, ERP, Business Intelligence, Business Analysis, Strategy, Cross-functional Team..., Forecasting, Competitive Analysis, Supply Chain Management, Business Planning, Business Strategy, Data Analysis, Contract Negotiation, Analysis, Product Launch, Market Analysis, Analytics
Education
University of Miami - School of Business 1999 — 2001
MBA, Business Administration
University of Alabama 1994 — 1997
BS, Accounting
Grace King Senior High School
Grace King Senior High School
Lupin Pharmaceuticals June 2010 - Present
Dr. Reddy's Laboratories September 2008 - June 2010
Apotex Corp. December 1999 - September 2008
AutoNation, Inc. August 1998 - December 1999
Franklin Templeton Investments January 1998 - August 1998
Skills
Pharmaceuticals, SAP, Financial Analysis, Pricing, Contract Management, Pharmaceutical Industry, Process Improvement, Pricing Strategy, ERP, Business Intelligence, Business Analysis, Strategy, Cross-functional Team..., Forecasting, Competitive Analysis, Supply Chain Management, Business Planning, Business Strategy, Data Analysis, Contract Negotiation, Analysis, Product Launch, Market Analysis, Analytics
Education
University of Miami - School of Business 1999 — 2001
MBA, Business Administration
University of Alabama 1994 — 1997
BS, Accounting
Grace King Senior High School
Grace King Senior High School
Jennifer Lensing's Franklin Templeton Investments Experience October 2012 - Present
Job Research Manager at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments October 2012 - Present
Northern Trust June 2010 - October 2012
Natixis Global Asset Management October 2006 - May 2010
Amegy Bank June 2004 - June 2006
Skills
Investments, Asset Allocation
Education
Trinity University 2001 — 2004
2004Bachelor
Franklin Templeton Investments October 2012 - Present
Northern Trust June 2010 - October 2012
Natixis Global Asset Management October 2006 - May 2010
Amegy Bank June 2004 - June 2006
Skills
Investments, Asset Allocation
Education
Trinity University 2001 — 2004
2004Bachelor
Mary McKeegan's Franklin Templeton Investments Experience April 2004 - December 2006
Job Senior Vice President Brand & Creative Services at Bank of the West
Industry Banking
Experience
Bank of the West December 2014 - Present
Bank of the West August 2010 - November 2014
Bank of the West January 2007 - July 2010
Franklin Templeton Investments April 2004 - December 2006
PHD May 2001 - April 2004
The Media Edge February 1997 - May 2001
Hoffman/Lewis June 1994 - February 1997
Goldberg Moser O'Neill (Chiat/Day) February 1988 - May 1993
Skills
Brand Strategy, Advertising, Digital Marketing, Marketing Research, Media Planning, Creative Strategy, Marketing Strategy, Segmentation, Online Advertising, Financial Services, Integrated Marketing, Competitive Analysis, Marketing, Cross-functional Team..., Market Research, Analytics, Strategic Planning, Social Media Marketing, Strategy, Brand Architecture, Sponsorship
Education
University of California, Berkeley - Walter A. Haas School of Business 1998 — 2000
MBA
University of California, Berkeley 1983 — 1987
Bachelor of Arts (B.A.)
Bank of the West December 2014 - Present
Bank of the West August 2010 - November 2014
Bank of the West January 2007 - July 2010
Franklin Templeton Investments April 2004 - December 2006
PHD May 2001 - April 2004
The Media Edge February 1997 - May 2001
Hoffman/Lewis June 1994 - February 1997
Goldberg Moser O'Neill (Chiat/Day) February 1988 - May 1993
Skills
Brand Strategy, Advertising, Digital Marketing, Marketing Research, Media Planning, Creative Strategy, Marketing Strategy, Segmentation, Online Advertising, Financial Services, Integrated Marketing, Competitive Analysis, Marketing, Cross-functional Team..., Market Research, Analytics, Strategic Planning, Social Media Marketing, Strategy, Brand Architecture, Sponsorship
Education
University of California, Berkeley - Walter A. Haas School of Business 1998 — 2000
MBA
University of California, Berkeley 1983 — 1987
Bachelor of Arts (B.A.)
Sarah Copren's Franklin Templeton Investments Experience August 2006 - Present
Job Senior Trader at Franklin Mutual Series
Industry Financial Services
Experience
Franklin Templeton Investments August 2006 - Present
Lehman Brothers April 2005 - August 2006
Reuters June 2004 - March 2005
Burlington Capital Markets September 2002 - February 2004
Lehman Brothers 2000 - 2002
Skills
Training, Equities, Fixed Income, Bloomberg, Derivatives, Hedge Funds, Investments, Portfolio Management, Capital Markets, Trading, Mutual Funds, Financial Markets, Asset Management, Securities, Alternative Investments, Financial Modeling, Options
Education
University of California, Berkeley 1996 — 2000
Bachelor of Arts (B.A.), History and Economics
Franklin Templeton Investments August 2006 - Present
Lehman Brothers April 2005 - August 2006
Reuters June 2004 - March 2005
Burlington Capital Markets September 2002 - February 2004
Lehman Brothers 2000 - 2002
Skills
Training, Equities, Fixed Income, Bloomberg, Derivatives, Hedge Funds, Investments, Portfolio Management, Capital Markets, Trading, Mutual Funds, Financial Markets, Asset Management, Securities, Alternative Investments, Financial Modeling, Options
Education
University of California, Berkeley 1996 — 2000
Bachelor of Arts (B.A.), History and Economics
Noel Lam, CPA, MBA's Franklin Templeton Investments Experience January 2007 - July 2008
Job Senior Tax Manager at Richline Group, a Berkshire Hathaway Company
Industry Financial Services
Experience
Richline Group, a Berkshire Hathaway Company August 2013 - Present
MasterCard October 2012 - April 2013
Onyx Pharmaceuticals August 2010 - June 2012
Anritsu Company May 2010 - July 2010
Fujitsu September 2009 - January 2010
Informatica Corporation September 2007 - February 2009
Lam Research 2009 - 2009
Franklin Templeton Investments January 2007 - July 2008
Synopsys 2000 - September 2006
PricewaterhouseCoopers January 1998 - December 2000
Skills
Income Tax, Corporate Tax, Tax Accounting, VAT, International Tax, Tax Forecast, Transfer Pricing, ASC 740, Individual Income Tax, State and Local Tax, Tax Advisory
Education
The University of Texas at Austin
Master, Tax
Richline Group, a Berkshire Hathaway Company August 2013 - Present
MasterCard October 2012 - April 2013
Onyx Pharmaceuticals August 2010 - June 2012
Anritsu Company May 2010 - July 2010
Fujitsu September 2009 - January 2010
Informatica Corporation September 2007 - February 2009
Lam Research 2009 - 2009
Franklin Templeton Investments January 2007 - July 2008
Synopsys 2000 - September 2006
PricewaterhouseCoopers January 1998 - December 2000
Skills
Income Tax, Corporate Tax, Tax Accounting, VAT, International Tax, Tax Forecast, Transfer Pricing, ASC 740, Individual Income Tax, State and Local Tax, Tax Advisory
Education
The University of Texas at Austin
Master, Tax
Matt Dunn's Franklin Templeton Investments Experience March 2014 - Present
Job Vice President, Digital Publishing & Social Strategies at Franklin Templeton Investments
Industry Financial Services
Experience
Huckleberry Youth Programs December 2014 - Present
Franklin Templeton Investments March 2014 - Present
Franklin Templeton Investments January 2012 - March 2014
Franklin Templeton Investments January 2010 - January 2012
Franklin Templeton Investments July 2005 - January 2010
Franklin Templeton Investments July 2000 - September 2005
Skills
Social Media, Integrated Marketing, Marketing Strategy, Online Marketing, B2B Marketing, Digital Marketing, Email Marketing, Strategy, Social Media Marketing, Advertising, Direct Marketing, Web Analytics, New Media, Internal Communications, Creative Direction, Management, Brand Development, Marketing, Marketing Communications, Online Advertising, Digital Strategy
Education
University of Victoria 1995 — 2000
Bachelor of Science (B.Sc.), Psychology
Université de Neuchâtel
Huckleberry Youth Programs December 2014 - Present
Franklin Templeton Investments March 2014 - Present
Franklin Templeton Investments January 2012 - March 2014
Franklin Templeton Investments January 2010 - January 2012
Franklin Templeton Investments July 2005 - January 2010
Franklin Templeton Investments July 2000 - September 2005
Skills
Social Media, Integrated Marketing, Marketing Strategy, Online Marketing, B2B Marketing, Digital Marketing, Email Marketing, Strategy, Social Media Marketing, Advertising, Direct Marketing, Web Analytics, New Media, Internal Communications, Creative Direction, Management, Brand Development, Marketing, Marketing Communications, Online Advertising, Digital Strategy
Education
University of Victoria 1995 — 2000
Bachelor of Science (B.Sc.), Psychology
Université de Neuchâtel
Johnson Dea's Franklin Templeton Investments Experience February 2010 - November 2011
Job Finance Manager at TIBCO Software Inc.
Industry Financial Services
Experience
TIBCO Software Inc. July 2015 - Present
TIBCO Software Inc. December 2013 - June 2015
Maxim Integrated Products November 2011 - December 2013
Franklin Templeton Investments February 2010 - November 2011
Prometheus Real Estate Group November 2006 - January 2010
Skills
Financial Modeling, Valuation, Due Diligence, Financial Reporting, Asset Management, Corporate Finance, Investments, Data Analysis, Portfolio Management, Essbase, Forecasting, Accounting, Microsoft Excel, Bloomberg, Mergers & Acquisitions, Analysis, Equity Research, Sarbanes-Oxley Act, Competitive Analysis, Budgets
Education
University of California, Berkeley 2004 — 2006
Bachelor of Arts (B.A.), Economics
TIBCO Software Inc. July 2015 - Present
TIBCO Software Inc. December 2013 - June 2015
Maxim Integrated Products November 2011 - December 2013
Franklin Templeton Investments February 2010 - November 2011
Prometheus Real Estate Group November 2006 - January 2010
Skills
Financial Modeling, Valuation, Due Diligence, Financial Reporting, Asset Management, Corporate Finance, Investments, Data Analysis, Portfolio Management, Essbase, Forecasting, Accounting, Microsoft Excel, Bloomberg, Mergers & Acquisitions, Analysis, Equity Research, Sarbanes-Oxley Act, Competitive Analysis, Budgets
Education
University of California, Berkeley 2004 — 2006
Bachelor of Arts (B.A.), Economics
Claire Samuel's Franklin Templeton Investments Experience
Job Specialist, Premier Services at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments
Skills
Mutual Funds
Education
Union College 1986 — 1990
Emma Willard School 1983 — 1986
Franklin Templeton Investments
Skills
Mutual Funds
Education
Union College 1986 — 1990
Emma Willard School 1983 — 1986
Arunima Roy's Franklin Templeton Investments Experience March 2008 - Present
Job Software Engineer at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments March 2008 - Present
Robert Half International 2007 - 2008
Softpath System LLC 2007 - 2007
Skills
SDLC, Equities, SQL, Agile Methodologies, C#, Trading Systems, Requirements Analysis, Software Project...
Education
University of Alabama at Birmingham 2001 — 2005
BS, Electrical/Computer Engineer
Franklin Templeton Investments March 2008 - Present
Robert Half International 2007 - 2008
Softpath System LLC 2007 - 2007
Skills
SDLC, Equities, SQL, Agile Methodologies, C#, Trading Systems, Requirements Analysis, Software Project...
Education
University of Alabama at Birmingham 2001 — 2005
BS, Electrical/Computer Engineer
Stephanie Choi's Franklin Templeton Investments Experience 2001 - 2005
Job Director at LiquidHub
Industry Information Technology and Services
Experience
LiquidHub March 2015 - July 2015
Redkite LLC (acquired by LiquidHub) March 2011 - March 2015
Redkite, LLC June 2009 - March 2011
Fujitsu Consulting 2007 - May 2009
KLS Professional Advisors, LLC 2005 - 2006
Franklin Templeton Investments 2001 - 2005
Skills
Salesforce.com, Cloud Computing, Business Analysis, SaaS, CRM, Business Intelligence, Software Project..., Professional Services, Enterprise Software
Education
University at Albany, SUNY 1996 — 2000
BS, Economics, Business Administration
LiquidHub March 2015 - July 2015
Redkite LLC (acquired by LiquidHub) March 2011 - March 2015
Redkite, LLC June 2009 - March 2011
Fujitsu Consulting 2007 - May 2009
KLS Professional Advisors, LLC 2005 - 2006
Franklin Templeton Investments 2001 - 2005
Skills
Salesforce.com, Cloud Computing, Business Analysis, SaaS, CRM, Business Intelligence, Software Project..., Professional Services, Enterprise Software
Education
University at Albany, SUNY 1996 — 2000
BS, Economics, Business Administration
Theresa Noriega-Lum's Franklin Templeton Investments Experience 1990 - 1993
Job Director, Global Business Management Beta Strategies
Industry Financial Services
Experience
BlackRock 2012 - Present
BlackRock 2004 - 2012
Barclays Global Investors November 2004 - November 2009
Charles Schwab 1995 - 2004
Franklin Templeton Investments 1990 - 1993
Skills
ETFs, Investments, Strategic Financial..., Finance, Mutual Funds, Financial Analysis, Asset Management
Education
University of California, Berkeley, Haas School of Business 1984 — 1987
Bachelors of Science, Finance and Accounting
University of California, Berkeley 1983 — 1987
Bachelors of Science, Accounting, Finance
James Logan high school
BlackRock 2012 - Present
BlackRock 2004 - 2012
Barclays Global Investors November 2004 - November 2009
Charles Schwab 1995 - 2004
Franklin Templeton Investments 1990 - 1993
Skills
ETFs, Investments, Strategic Financial..., Finance, Mutual Funds, Financial Analysis, Asset Management
Education
University of California, Berkeley, Haas School of Business 1984 — 1987
Bachelors of Science, Finance and Accounting
University of California, Berkeley 1983 — 1987
Bachelors of Science, Accounting, Finance
James Logan high school
Breda Beckerle's Franklin Templeton Investments Experience 2004 - Present
Job Chief Compliance Officer at Franklin Templeton Group
Industry Financial Services
Experience
Franklin Templeton Group August 2004 - Present
Franklin Templeton Investments 2004 - Present
Mitchell Hutchins Asset Management Division of PaineWebber/UBS 1982 - 2002
UBS Global Asset Management 1982 - 2002
Mitchell Hutchins 1982 - 2002
Mitchell Hutchins Asset Management 1982 - 2002
PaineWebber 1982 - 2000
Education
University College Dublin 1977 — 1979
English, French
Franklin Templeton Group August 2004 - Present
Franklin Templeton Investments 2004 - Present
Mitchell Hutchins Asset Management Division of PaineWebber/UBS 1982 - 2002
UBS Global Asset Management 1982 - 2002
Mitchell Hutchins 1982 - 2002
Mitchell Hutchins Asset Management 1982 - 2002
PaineWebber 1982 - 2000
Education
University College Dublin 1977 — 1979
English, French
kamali velavan's Franklin Templeton Investments Experience 2011 - 2012
Job Business Assurance Analyst at Comcast Cable
Industry Information Technology and Services
Experience
Comcast Cable June 2014 - Present
Cisco 2013 - Present
Apple Inc 2012 - 2013
Franklin Templeton Investments 2011 - 2012
Santa Clara Valley Water 2010 - 2011
City of Grapevine 2008 - 2010
Technical Associates 2005 - 2008
Skills
Project Management, Business Analysis, ITIL, Microsoft SQL Server, SQL, Oracle, Business Intelligence, Business Objects, Business Process, Requirements Analysis, Oracle's E-Business..., Oracle inventories..., ERP Oracle, Salesforce.com, Workbench
Education
The University of Texas at Dallas
Masters of Science
Comcast Cable June 2014 - Present
Cisco 2013 - Present
Apple Inc 2012 - 2013
Franklin Templeton Investments 2011 - 2012
Santa Clara Valley Water 2010 - 2011
City of Grapevine 2008 - 2010
Technical Associates 2005 - 2008
Skills
Project Management, Business Analysis, ITIL, Microsoft SQL Server, SQL, Oracle, Business Intelligence, Business Objects, Business Process, Requirements Analysis, Oracle's E-Business..., Oracle inventories..., ERP Oracle, Salesforce.com, Workbench
Education
The University of Texas at Dallas
Masters of Science
Meg (Warren) Taylor, MBA's Franklin Templeton Investments Experience February 2011 - August 2011
Job Commissions Analyst at SalonCentric A Division of L'Oreal USA
Industry Financial Services
Experience
SalonCentric - A Division of L'Oreal USA March 2013 - Present
Universal Health Care July 2011 - March 2013
Franklin Templeton Investments February 2011 - August 2011
Sage June 2010 - November 2010
Windstream Communications October 2006 - January 2008
Alltel & Windstream Communications October 2003 - October 2006
Alltel September 1999 - October 2003
GIRL SCOUTS OF OUACHITA COUNCIL January 2001 - January 2002
Centers for Youth and Families January 1996 - January 2000
Maumelle Branch Library January 1997 - January 1999
Skills
Access, PowerPoint, Excel, Word, PeopleSoft, Database Administration, Benefits Administration, Accounting, Purchasing, Call Center, Budget Management, Procurement, JD Edwards, Outlook, Customer Service, Microsoft Office, Budgeting, Customer Relations, Teamwork, Administration, Visio, Employee Relations, Analysis, Budgets
Education
University of Arkansas at Little Rock 2001 — 2008
MBA
University of Arkansas
2008M.B.A; B.A, Psychology
SalonCentric - A Division of L'Oreal USA March 2013 - Present
Universal Health Care July 2011 - March 2013
Franklin Templeton Investments February 2011 - August 2011
Sage June 2010 - November 2010
Windstream Communications October 2006 - January 2008
Alltel & Windstream Communications October 2003 - October 2006
Alltel September 1999 - October 2003
GIRL SCOUTS OF OUACHITA COUNCIL January 2001 - January 2002
Centers for Youth and Families January 1996 - January 2000
Maumelle Branch Library January 1997 - January 1999
Skills
Access, PowerPoint, Excel, Word, PeopleSoft, Database Administration, Benefits Administration, Accounting, Purchasing, Call Center, Budget Management, Procurement, JD Edwards, Outlook, Customer Service, Microsoft Office, Budgeting, Customer Relations, Teamwork, Administration, Visio, Employee Relations, Analysis, Budgets
Education
University of Arkansas at Little Rock 2001 — 2008
MBA
University of Arkansas
2008M.B.A; B.A, Psychology
Christian Aldecoa's Franklin Templeton Investments Experience July 2011 - October 2013
Job Senior Manager, Capital Markets
Industry Financial Services
Experience
Accenture November 2013 - Present
Franklin Templeton Investments July 2011 - October 2013
Capco December 2006 - May 2011
State Street 2001 - 2004
IBM Global Services 2001 - 2001
Price Waterhouse Management Consultants 1997 - 2001
Skills
Trading, Fixed Income, Securities, Investment Management, Derivatives, Risk Management, Investment Banking, Management Consulting, Equities, Financial Services, Portfolio Management
Education
The University of Texas at Austin - Red McCombs School of Business 1995 — 1997
MBA, Business
University of California, Berkeley
Accenture November 2013 - Present
Franklin Templeton Investments July 2011 - October 2013
Capco December 2006 - May 2011
State Street 2001 - 2004
IBM Global Services 2001 - 2001
Price Waterhouse Management Consultants 1997 - 2001
Skills
Trading, Fixed Income, Securities, Investment Management, Derivatives, Risk Management, Investment Banking, Management Consulting, Equities, Financial Services, Portfolio Management
Education
The University of Texas at Austin - Red McCombs School of Business 1995 — 1997
MBA, Business
University of California, Berkeley
Ken Eslinger's Franklin Templeton Investments Experience September 2014 - Present
Job Vice President, Regional Sales Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 2014 - Present
TD Asset Management December 2012 - Present
TD Asset Management Inc. (TDAM) September 2011 - December 2012
AGF Investments October 2010 - August 2011
Regus Business Centre February 2001 - February 2011
Skills
Investments, Contract Negotiation, Sales Management, Negotiation, Real Estate, Sales, New Business Development, Customer Service, Small Business, Team Building, Marketing, Residential Homes, Coaching, Strategic Planning, Construction, Accounting, Business Development, Public Speaking, Account Management, Operations Management, Strategic Financial..., Mergers, Start-ups, Management, Leadership, Financial Planning, Entrepreneurship
Education
University of Calgary 1994 — 1999
BA, Economics
Franklin Templeton Investments September 2014 - Present
TD Asset Management December 2012 - Present
TD Asset Management Inc. (TDAM) September 2011 - December 2012
AGF Investments October 2010 - August 2011
Regus Business Centre February 2001 - February 2011
Skills
Investments, Contract Negotiation, Sales Management, Negotiation, Real Estate, Sales, New Business Development, Customer Service, Small Business, Team Building, Marketing, Residential Homes, Coaching, Strategic Planning, Construction, Accounting, Business Development, Public Speaking, Account Management, Operations Management, Strategic Financial..., Mergers, Start-ups, Management, Leadership, Financial Planning, Entrepreneurship
Education
University of Calgary 1994 — 1999
BA, Economics
Russell Magbee's Franklin Templeton Investments Experience 2005 - December 2010
Job Branch Manager/Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services Inc. January 2011 - Present
Franklin Templeton Investments 2005 - December 2010
Franklin Templeton 2002 - 2009
Skills
Investment Banking, Management, Retirement Planning, Portfolio Management, Customer Service
Education
Trinity University 1977 — 1981
Bachelor of Arts, Business Administration & History
Raymond James Financial Services Inc. January 2011 - Present
Franklin Templeton Investments 2005 - December 2010
Franklin Templeton 2002 - 2009
Skills
Investment Banking, Management, Retirement Planning, Portfolio Management, Customer Service
Education
Trinity University 1977 — 1981
Bachelor of Arts, Business Administration & History
Nataliya Rangelova's Franklin Templeton Investments Experience May 2006 - October 2006
Job Banking Professional
Industry Banking
Experience
Chilton Investment Company October 2007 - July 2008
CBA Commercial, LLC October 2006 - October 2007
Franklin Templeton Investments May 2006 - October 2006
Argent Mortgage 2002 - 2004
Skills
Banking, Analysis, Auditing, Credit, Customer Service, Due Diligence, Finance, Financial Analysis
Education
Universitet za nacionalno i svetovno stopanstvo 1998 — 2002
Bachelor, Marketing and Economics
Chilton Investment Company October 2007 - July 2008
CBA Commercial, LLC October 2006 - October 2007
Franklin Templeton Investments May 2006 - October 2006
Argent Mortgage 2002 - 2004
Skills
Banking, Analysis, Auditing, Credit, Customer Service, Due Diligence, Finance, Financial Analysis
Education
Universitet za nacionalno i svetovno stopanstvo 1998 — 2002
Bachelor, Marketing and Economics
Andrew Prupas's Franklin Templeton Investments Experience November 2010 - Present
Job
Industry Financial Services
Experience
Franklin Templeton Investments November 2010 - Present
Skills
Mutual Funds, Series 7, Series 63, Asset Allocation, Investments, Series 6, Alternative Investments, Retirement Planning, Wealth Management, Asset Management, Separately Managed..., 401k, Variable Annuities, Sales, Securities, Investment Advisory, Financial Planning, Investment Strategies, Retirement, Equities, Financial Services, Finance, Fixed Income
Education
University of Arizona 2002 — 2006
Bachelor's degree
Franklin Templeton Investments November 2010 - Present
Skills
Mutual Funds, Series 7, Series 63, Asset Allocation, Investments, Series 6, Alternative Investments, Retirement Planning, Wealth Management, Asset Management, Separately Managed..., 401k, Variable Annuities, Sales, Securities, Investment Advisory, Financial Planning, Investment Strategies, Retirement, Equities, Financial Services, Finance, Fixed Income
Education
University of Arizona 2002 — 2006
Bachelor's degree
Doug Gooding's Franklin Templeton Investments Experience 1998 - 2002
Job Managing Director at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. October 2002 - Present
Franklin Templeton Investments 1998 - 2002
Gartmore Global Partners 1996 - 1998
Education
The University of Texas at Austin 1980 — 1982
Invesco Ltd. October 2002 - Present
Franklin Templeton Investments 1998 - 2002
Gartmore Global Partners 1996 - 1998
Education
The University of Texas at Austin 1980 — 1982
Carlos Ramos, MBA, CPA's Franklin Templeton Investments Experience 1996 - 2002
Job International Associate Director, Corporate Accounting at Starwood Vacation Ownership
Industry Hospitality
Experience
Starwood Vacation Ownership April 2013 - Present
AGMUS Ventures, Inc. May 2011 - April 2013
Temenos September 2006 - May 2011
Marriott Vacation Club International 2004 - 2006
Coca-Cola Enterprises 2002 - 2004
Franklin Templeton Investments 1996 - 2002
Skills
Accounting, Financial Reporting, Internal Controls, Forecasting, Auditing, Financial Analysis, Budgets, General Ledger, Managerial Finance, Account Reconciliation, Finance, Financial Accounting, Cash Management, SAP, Internal Audit, Accounts Payable, Business Process, Cash Flow, Consolidation, Cost Accounting, Financial Audits, GAAP, Sarbanes-Oxley Act, US GAAP, Variance Analysis
Education
University of Tampa 1998 — 2000
MBA, Accounting
Universidad de Puerto Rico 1989 — 1994
BBA, Accounting
Starwood Vacation Ownership April 2013 - Present
AGMUS Ventures, Inc. May 2011 - April 2013
Temenos September 2006 - May 2011
Marriott Vacation Club International 2004 - 2006
Coca-Cola Enterprises 2002 - 2004
Franklin Templeton Investments 1996 - 2002
Skills
Accounting, Financial Reporting, Internal Controls, Forecasting, Auditing, Financial Analysis, Budgets, General Ledger, Managerial Finance, Account Reconciliation, Finance, Financial Accounting, Cash Management, SAP, Internal Audit, Accounts Payable, Business Process, Cash Flow, Consolidation, Cost Accounting, Financial Audits, GAAP, Sarbanes-Oxley Act, US GAAP, Variance Analysis
Education
University of Tampa 1998 — 2000
MBA, Accounting
Universidad de Puerto Rico 1989 — 1994
BBA, Accounting
Diana Gaither's Franklin Templeton Investments Experience 2000 - 2008
Job
Industry
Experience
Franklin Templeton Investments 2000 - 2008
Education
The University of Kansas
Masters of Science: Journalism, Integrated Marketing Communications
The University of Kansas
Bachelor of Arts, Organizational Communications and Spanish
Franklin Templeton Investments 2000 - 2008
Education
The University of Kansas
Masters of Science: Journalism, Integrated Marketing Communications
The University of Kansas
Bachelor of Arts, Organizational Communications and Spanish
Jill Carraro's Franklin Templeton Investments Experience 2001 - 2004
Job Experienced accountant
Industry Accounting
William Zeng, CFA, MBA, FCSI's Franklin Templeton Investments Experience January 2008 - April 2011
Job Academic Director at Moody's Analytics Global Education
Industry Education Management
Experience
Moody's Analytics October 2011 - Present
CSI Global Education Inc. April 2011 - October 2011
Franklin Templeton Investments January 2008 - April 2011
CIBC February 2002 - January 2008
Skills
Wealth Management, Mutual Funds, Strategic Financial..., Financial Services, Finance, Project Planning, Investments
Education
York University - Schulich School of Business 2008 — 2012
MBA
Tianjin University 1991 — 1995
Moody's Analytics October 2011 - Present
CSI Global Education Inc. April 2011 - October 2011
Franklin Templeton Investments January 2008 - April 2011
CIBC February 2002 - January 2008
Skills
Wealth Management, Mutual Funds, Strategic Financial..., Financial Services, Finance, Project Planning, Investments
Education
York University - Schulich School of Business 2008 — 2012
MBA
Tianjin University 1991 — 1995
Craig Gholston's Franklin Templeton Investments Experience August 1988 - August 1995
Job Finance Professional
Industry Financial Services
Experience
Liquidation Channel June 2012 - Present
Charles Schwab April 2007 - November 2011
Apple 2003 - 2004
Gen-X Invest! August 1995 - December 1999
Franklin Templeton Investments August 1988 - August 1995
Education
The University of Texas at Dallas 1986 — 1988
Bachelors of Science in Business Administration, Finance and Marketing
Liquidation Channel June 2012 - Present
Charles Schwab April 2007 - November 2011
Apple 2003 - 2004
Gen-X Invest! August 1995 - December 1999
Franklin Templeton Investments August 1988 - August 1995
Education
The University of Texas at Dallas 1986 — 1988
Bachelors of Science in Business Administration, Finance and Marketing
Anita Mak's Franklin Templeton Investments Experience April 2010 - Present
Job Sales and Service Associate at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments April 2010 - Present
TD Canada Trust January 2005 - April 2010
Skills
Wealth Management, Mutual Funds, Mortgage Lending, Portfolio Management, Investments, Banking, Loans, Credit, Small Business Lending, Retirement Planning, Investment Advisory, Commercial Lending
Education
The University of Calgary 2000 — 2005
Bachelor of Arts (B.A.), Economics
Sir Winston Churchill 1998 — 2000
Franklin Templeton Investments April 2010 - Present
TD Canada Trust January 2005 - April 2010
Skills
Wealth Management, Mutual Funds, Mortgage Lending, Portfolio Management, Investments, Banking, Loans, Credit, Small Business Lending, Retirement Planning, Investment Advisory, Commercial Lending
Education
The University of Calgary 2000 — 2005
Bachelor of Arts (B.A.), Economics
Sir Winston Churchill 1998 — 2000
Jason Hornett's Franklin Templeton Investments Experience June 1997 - Present
Job Vice President, Portfolio Manager at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments June 1997 - Present
Skills
Mutual Funds, Investment Strategies, Asset Allocation, Wealth Management, Asset Management
Education
The University of Lethbridge 1992 — 1995
B.Mgt, B.A., Finance
Franklin Templeton Investments June 1997 - Present
Skills
Mutual Funds, Investment Strategies, Asset Allocation, Wealth Management, Asset Management
Education
The University of Lethbridge 1992 — 1995
B.Mgt, B.A., Finance
Courtney Bensen's Franklin Templeton Investments Experience January 2008 - May 2008
Job Investments Analyst and National Project Manager at Ascent Private Capital Management
Industry Financial Services
Experience
Inventive Leisure November 2009 - June 2010
Deloitte Consulting June 2009 - September 2009
Harrods June 2008 - August 2008
Franklin Templeton Investments January 2008 - May 2008
Skills
Data Analysis, CRM, Management, Time Management, Risk Management, Sales, Banking, Financial Modeling, Customer Service, Project Management, Salesforce.com
Education
University of Arizona 2005 — 2009
Bachelor of Science in Business Administration, Marketing, Management Information Systems; Managerial Accounting; Finance; Organizational Behavior
high school
Inventive Leisure November 2009 - June 2010
Deloitte Consulting June 2009 - September 2009
Harrods June 2008 - August 2008
Franklin Templeton Investments January 2008 - May 2008
Skills
Data Analysis, CRM, Management, Time Management, Risk Management, Sales, Banking, Financial Modeling, Customer Service, Project Management, Salesforce.com
Education
University of Arizona 2005 — 2009
Bachelor of Science in Business Administration, Marketing, Management Information Systems; Managerial Accounting; Finance; Organizational Behavior
high school
John Tam's Franklin Templeton Investments Experience January 2011 - April 2015
Job Vice President Sales at IA Clarington Investments
Industry Financial Services
Experience
IA Clarington Investments May 2015 - Present
Franklin Templeton Investments January 2011 - April 2015
Equitable Life May 2007 - January 2011
World Financial Group (WFG) October 2003 - June 2006
Skills
Investments, Insurance, Strategic Financial..., Retirement, Retirement Planning, Mutual Funds, Fixed Annuities, Term Life Insurance, Disability Insurance, Wealth Management, Pensions, Estate Planning, Financial Services, Financial Advisory, Team Leadership, Life Insurance, Investment Strategies, Investment Advisory, Wealth, CRM, Relationship Management, Financial Planners, Financial Planning
Education
University of Alberta 1995 — 2003
Bachelor, Fine Arts and Design
IA Clarington Investments May 2015 - Present
Franklin Templeton Investments January 2011 - April 2015
Equitable Life May 2007 - January 2011
World Financial Group (WFG) October 2003 - June 2006
Skills
Investments, Insurance, Strategic Financial..., Retirement, Retirement Planning, Mutual Funds, Fixed Annuities, Term Life Insurance, Disability Insurance, Wealth Management, Pensions, Estate Planning, Financial Services, Financial Advisory, Team Leadership, Life Insurance, Investment Strategies, Investment Advisory, Wealth, CRM, Relationship Management, Financial Planners, Financial Planning
Education
University of Alberta 1995 — 2003
Bachelor, Fine Arts and Design
Callan Doak's Franklin Templeton Investments Experience April 2006 - August 2008
Job
Industry Financial Services
Experience
Wells Fargo June 2011 - Present
Allianz Global Investors Asia Pacific, Hong Kong September 2008 - September 2009
Franklin Templeton Investments April 2006 - August 2008
Visa August 1999 - October 2005
Wells Fargo Bank March 1995 - July 1999
Skills
Internal Audit, Auditing, Banking, Business Analysis, AML, Risk Management, Enterprise Risk...
Education
Thunderbird School of Global Management 1996 — 1998
MBA
Wells Fargo June 2011 - Present
Allianz Global Investors Asia Pacific, Hong Kong September 2008 - September 2009
Franklin Templeton Investments April 2006 - August 2008
Visa August 1999 - October 2005
Wells Fargo Bank March 1995 - July 1999
Skills
Internal Audit, Auditing, Banking, Business Analysis, AML, Risk Management, Enterprise Risk...
Education
Thunderbird School of Global Management 1996 — 1998
MBA
Christian Greer's Franklin Templeton Investments Experience July 2008 - July 2010
Job Product Positioning and Analytics at Quantitative Management Associates LLC
Industry Financial Services
Experience
Quantitative Management Associates LLC March 2015 - Present
Allianz Global Investors December 2014 - February 2015
Bridgewater Associates January 2013 - June 2014
Franklin Templeton Investments July 2008 - July 2010
Franklin Templeton Investments July 2006 - July 2008
Salomon Smith Barney September 2005 - December 2005
Skills
Financial Modeling, Equities, Finance, Bloomberg, Analysis, Alternative Investments, Analytics, Asset Allocation, Asset Management, Corporate Finance, Data Analysis, Financial Analysis, Financial Markets, Financial Reporting, Financial Risk, Financial Services, Fixed Income Portfolio..., Investment Strategies, SQL
Education
Trinity College-Hartford 2002 — 2006
B.A., Economics
Fairfield Prep
Quantitative Management Associates LLC March 2015 - Present
Allianz Global Investors December 2014 - February 2015
Bridgewater Associates January 2013 - June 2014
Franklin Templeton Investments July 2008 - July 2010
Franklin Templeton Investments July 2006 - July 2008
Salomon Smith Barney September 2005 - December 2005
Skills
Financial Modeling, Equities, Finance, Bloomberg, Analysis, Alternative Investments, Analytics, Asset Allocation, Asset Management, Corporate Finance, Data Analysis, Financial Analysis, Financial Markets, Financial Reporting, Financial Risk, Financial Services, Fixed Income Portfolio..., Investment Strategies, SQL
Education
Trinity College-Hartford 2002 — 2006
B.A., Economics
Fairfield Prep
Nancy (Franklin) Pargot's Franklin Templeton Investments Experience June 1997 - August 1997
Job Retirement Counselor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2011 - Present
Fidelity Investments 2009 - 2010
Fidelity Investments 2007 - 2009
Fidelity Investments 2004 - 2007
Lincoln Financial Advisors, Sagemark Consulting 2001 - 2004
Prophet Brand Strategy 2000 - 2000
Oracle Corporation 1999 - 2000
Oracle Corporation 1998 - 1999
Franklin Templeton Investments June 1997 - August 1997
Oracle Corporation June 1996 - August 1996
Skills
Series 7, Retirement Planning, Public Speaking, CA Insurance License
Education
Washington University in St. Louis 1994 — 1998
BA, History, Business
Universidad de Salamanca 1997 — 1997
AIFS
The Head-Royce School
Fidelity Investments February 2011 - Present
Fidelity Investments 2009 - 2010
Fidelity Investments 2007 - 2009
Fidelity Investments 2004 - 2007
Lincoln Financial Advisors, Sagemark Consulting 2001 - 2004
Prophet Brand Strategy 2000 - 2000
Oracle Corporation 1999 - 2000
Oracle Corporation 1998 - 1999
Franklin Templeton Investments June 1997 - August 1997
Oracle Corporation June 1996 - August 1996
Skills
Series 7, Retirement Planning, Public Speaking, CA Insurance License
Education
Washington University in St. Louis 1994 — 1998
BA, History, Business
Universidad de Salamanca 1997 — 1997
AIFS
The Head-Royce School
Jim Pantoskey's Franklin Templeton Investments Experience May 2013 - Present
Job Research Analyst at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments May 2013 - Present
Franklin Templeton Investments July 2011 - May 2013
Working Village July 2010 - June 2011
Wedbush Securities May 2010 - July 2010
BTIG, LLC May 2009 - July 2009
The First String Co June 2008 - August 2008
Education
University of California, Berkeley 2007 — 2011
B.A., Environmental Economics and Policy
Franklin Templeton Investments May 2013 - Present
Franklin Templeton Investments July 2011 - May 2013
Working Village July 2010 - June 2011
Wedbush Securities May 2010 - July 2010
BTIG, LLC May 2009 - July 2009
The First String Co June 2008 - August 2008
Education
University of California, Berkeley 2007 — 2011
B.A., Environmental Economics and Policy
Ethan Martinez's Franklin Templeton Investments Experience May 2012 - May 2013
Job Business Manager at Mass Electric Construction Co.
Industry Construction
Experience
Mass Electric Construction Co. August 2013 - Present
TIC The Industrial company May 2013 - August 2013
Franklin Templeton Investments May 2012 - May 2013
Urban Design Renovation & Construction November 2011 - October 2012
E. Martinez & Associates July 2009 - April 2012
Modular Technology July 2010 - September 2010
Southwest YMCA July 2009 - September 2009
CUTCO Cutlery June 2009 - September 2009
Education
Californa State University at Chico 2008 — 2013
In Progress, BS in Business Management (Project Management), Minor in Spanish
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2009 — 2010
Spanish, International Business
Mass Electric Construction Co. August 2013 - Present
TIC The Industrial company May 2013 - August 2013
Franklin Templeton Investments May 2012 - May 2013
Urban Design Renovation & Construction November 2011 - October 2012
E. Martinez & Associates July 2009 - April 2012
Modular Technology July 2010 - September 2010
Southwest YMCA July 2009 - September 2009
CUTCO Cutlery June 2009 - September 2009
Education
Californa State University at Chico 2008 — 2013
In Progress, BS in Business Management (Project Management), Minor in Spanish
Universidad del País Vasco/Euskal Herriko Unibertsitatea 2009 — 2010
Spanish, International Business
Kimberly Stockwell's Franklin Templeton Investments Experience December 2014 - Present
Job Senior Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2014 - Present
Education
University of Arizona
Accounting and Finance
Franklin Templeton Investments December 2014 - Present
Education
University of Arizona
Accounting and Finance
Katherine Hatley's Franklin Templeton Investments Experience August 2012 - February 2015
Job
Industry Financial Services
Experience
KPMG US February 2015 - Present
Franklin Templeton Investments August 2012 - February 2015
Stephens Inc. February 2011 - August 2012
Bell & Company PA July 2008 - February 2011
FROST, PLLC January 2007 - July 2008
Skills
FAS 109 experience, Extensive experience..., Extensive experience..., Advance business and..., CCH Prosystems and..., OneSource, The Next..., QuickBooks
Education
University of Arkansas at Little Rock
Bachelor of Science In Accounting, Accounting
University of Arkansas at Little Rock
Bachelor of Business Administration in Finance Concentration Financial Planning, Financial Planning and Services
KPMG US February 2015 - Present
Franklin Templeton Investments August 2012 - February 2015
Stephens Inc. February 2011 - August 2012
Bell & Company PA July 2008 - February 2011
FROST, PLLC January 2007 - July 2008
Skills
FAS 109 experience, Extensive experience..., Extensive experience..., Advance business and..., CCH Prosystems and..., OneSource, The Next..., QuickBooks
Education
University of Arkansas at Little Rock
Bachelor of Science In Accounting, Accounting
University of Arkansas at Little Rock
Bachelor of Business Administration in Finance Concentration Financial Planning, Financial Planning and Services
Annissa Leung's Franklin Templeton Investments Experience April 2013 - Present
Job Analyst, Performance Analysis & Investment Risk at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2013 - Present
Franklin Templeton Investments June 2012 - March 2013
CGS Asset Management Ltd. August 2010 - March 2012
RSM Nelson Wheeler June 2008 - August 2008
Skills
Financial Accounting, Financial Analysis, Financial Modeling, Bloomberg, Valuation
Education
The University of Calgary 2005 — 2009
Bachelor of Commerce (BCom), Accounting
Franklin Templeton Investments April 2013 - Present
Franklin Templeton Investments June 2012 - March 2013
CGS Asset Management Ltd. August 2010 - March 2012
RSM Nelson Wheeler June 2008 - August 2008
Skills
Financial Accounting, Financial Analysis, Financial Modeling, Bloomberg, Valuation
Education
The University of Calgary 2005 — 2009
Bachelor of Commerce (BCom), Accounting
David Boehme, CPA's Franklin Templeton Investments Experience December 2012 - June 2014
Job Sr. Credit Analyst at Jarden Consumer Solutions
Industry Consumer Goods
Experience
Jarden Consumer Solutions September 2014 - Present
Jarden Consumer Solutions June 2014 - September 2014
Franklin Templeton Investments December 2012 - June 2014
Jarden Consumer Solutions July 2011 - October 2012
Jarden Consumer Solutions April 2010 - July 2011
Jarden Consumer Solutions July 2006 - April 2010
Franklin Templeton Investments July 2004 - July 2006
First Mercantile January 2004 - May 2004
First Mercantile May 2001 - January 2004
Hemisphere 1995 - 1998
Education
The University of Memphis 2000 — 2003
BBA, Accounting
The University of Memphis 1988 — 1993
BBA, Finance, General
Jarden Consumer Solutions September 2014 - Present
Jarden Consumer Solutions June 2014 - September 2014
Franklin Templeton Investments December 2012 - June 2014
Jarden Consumer Solutions July 2011 - October 2012
Jarden Consumer Solutions April 2010 - July 2011
Jarden Consumer Solutions July 2006 - April 2010
Franklin Templeton Investments July 2004 - July 2006
First Mercantile January 2004 - May 2004
First Mercantile May 2001 - January 2004
Hemisphere 1995 - 1998
Education
The University of Memphis 2000 — 2003
BBA, Accounting
The University of Memphis 1988 — 1993
BBA, Finance, General
Rajiv Seethamraju's Franklin Templeton Investments Experience June 2014 - August 2014
Job Finance Intern at Mindjet
Industry
Experience
Franklin Templeton Investments June 2014 - August 2014
Mindjet June 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Data Analysis, Microsoft Excel, Research, Public Speaking, Microsoft Office, Analysis
Education
University of Arizona 2011 — 2015
Bachelor of Business Administration (BBA)
Franklin Templeton Investments June 2014 - August 2014
Mindjet June 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Data Analysis, Microsoft Excel, Research, Public Speaking, Microsoft Office, Analysis
Education
University of Arizona 2011 — 2015
Bachelor of Business Administration (BBA)
Wilson Magee's Franklin Templeton Investments Experience August 2010 - Present
Job Director of Real Estate and Infrastructure Securities at Franklin Templeton
Industry Financial Services
Experience
Franklin Templeton Investments August 2010 - Present
Colony Investment Management 2005 - 2009
Goldman Sachs 2003 - 2005
GMO 1997 - 2003
Skills
Asset Management, Valuation, Portfolio Management, Financial Modeling, Real Estate, Investments, Securities
Education
Tulane University 1973 — 1977
Bachelor of Arts (B.A.), English Literature and History
Tulane University 1973 — 1977
Bachelor of Arts (B.A.), English Literature and History
Franklin Templeton Investments August 2010 - Present
Colony Investment Management 2005 - 2009
Goldman Sachs 2003 - 2005
GMO 1997 - 2003
Skills
Asset Management, Valuation, Portfolio Management, Financial Modeling, Real Estate, Investments, Securities
Education
Tulane University 1973 — 1977
Bachelor of Arts (B.A.), English Literature and History
Tulane University 1973 — 1977
Bachelor of Arts (B.A.), English Literature and History
Vanguard
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments