Franklin Templeton Investments
Industry: Investment management company
DescriptionFranklin Resources Inc. is an American holding company that, together with its subsidiaries, is referred to as Franklin Templeton Investments; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc. Assets under management: 753.2 billion USD (2017) Customer service: 0800 305306 CEO: Gregory E. Johnson (31 Jul 2005–) Subsidiaries: Franklin Templeton International Services SA,
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Franklin Templeton Investments Employees
Employee
Years
Job
Industry
Jonathan Deeringer Jonathan Deeringer's Franklin Templeton Investments Experience July 1996 - April 2002
Job Financial Advisor and CoChief Investment Officer at Genovese Burford & Brothers
Industry Financial Services
Experience
Genovese Burford & Brothers August 2014 - Present
Capital Group July 2004 - June 2014
Caxton Associates May 2003 - August 2003
Franklin Templeton Investments July 1996 - April 2002
Education
University of Pennsylvania - The Wharton School 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
University of California, Berkeley 1992 — 1996
Bachelor of Arts (B.A.), Political Economy of Industrial Societies & Spanish
Rio Americano
Genovese Burford & Brothers August 2014 - Present
Capital Group July 2004 - June 2014
Caxton Associates May 2003 - August 2003
Franklin Templeton Investments July 1996 - April 2002
Education
University of Pennsylvania - The Wharton School 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
University of California, Berkeley 1992 — 1996
Bachelor of Arts (B.A.), Political Economy of Industrial Societies & Spanish
Rio Americano
Paul Boulos Paul Boulos's Franklin Templeton Investments Experience July 2005 - March 2008
Job Manager at CalPERS
Industry Consumer Services
Experience
CalPERS August 2011 - Present
Franklin Templeton Investments July 2005 - March 2008
Skills
Analysis, Business Analysis, Risk Management, Customer Service, Mutual Funds, Microsoft Office, Leadership, Access, Strategic Planning
Education
University of California, Davis 1989 — 1994
Bachelor of Arts (B.A.), Philosophy
CalPERS August 2011 - Present
Franklin Templeton Investments July 2005 - March 2008
Skills
Analysis, Business Analysis, Risk Management, Customer Service, Mutual Funds, Microsoft Office, Leadership, Access, Strategic Planning
Education
University of California, Davis 1989 — 1994
Bachelor of Arts (B.A.), Philosophy
Joseph Gleason Joseph Gleason's Franklin Templeton Investments Experience December 2006 - February 2009
Job Pension Program Manager I at CalSTRS
Industry Financial Services
Experience
CalSTRS May 2014 - Present
CalSTRS January 2014 - May 2014
CalSTRS January 2013 - December 2013
CalSTRS July 2012 - January 2013
Franklin Templeton Investments December 2006 - February 2009
E*TRADE Financial October 2005 - November 2006
Skills
Financial Services, Pensions, Customer Service, Microsoft Office, Risk Management, Financial Analysis, Analysis, Finance, Mutual Funds, Management, Financial Securities
Education
University of California, Davis 2009 — 2011
Bachelor's degree, Economics
Los Rios Community College 2007 — 2009
Business Administration and Management, General
CalSTRS May 2014 - Present
CalSTRS January 2014 - May 2014
CalSTRS January 2013 - December 2013
CalSTRS July 2012 - January 2013
Franklin Templeton Investments December 2006 - February 2009
E*TRADE Financial October 2005 - November 2006
Skills
Financial Services, Pensions, Customer Service, Microsoft Office, Risk Management, Financial Analysis, Analysis, Finance, Mutual Funds, Management, Financial Securities
Education
University of California, Davis 2009 — 2011
Bachelor's degree, Economics
Los Rios Community College 2007 — 2009
Business Administration and Management, General
Raul Vasquez Jr.'s Franklin Templeton Investments Experience September 2014 - June 2015
Job Staff Services Analyst DHCS
Industry Government Administration
Experience
California Department of Health Care Services June 2015 - Present
United States Army Reserve January 2010 - Present
Franklin Templeton Investments September 2014 - June 2015
United States Army Reserve August 2008 - January 2010
Pacific Sunwear of California June 2005 - October 2007
Skills
Security Clearance, Microsoft Office, Customer Service, Optical Fiber, Satellite Communications, Windows, OS X, Military, Critical Thinking, People-oriented, Sales, Microsoft Excel, Microsoft Word, PowerPoint, Time Management
Education
University of California, Davis
B.A., Political Science, History
California Department of Health Care Services June 2015 - Present
United States Army Reserve January 2010 - Present
Franklin Templeton Investments September 2014 - June 2015
United States Army Reserve August 2008 - January 2010
Pacific Sunwear of California June 2005 - October 2007
Skills
Security Clearance, Microsoft Office, Customer Service, Optical Fiber, Satellite Communications, Windows, OS X, Military, Critical Thinking, People-oriented, Sales, Microsoft Excel, Microsoft Word, PowerPoint, Time Management
Education
University of California, Davis
B.A., Political Science, History
Janeen LaGrace Janeen LaGrace's Franklin Templeton Investments Experience May 1998 - August 2000
Job Senior IT/Enterprise PMO Leader & Program/Project Management Professional
Industry Computer Software
Experience
ECMC January 2013 - January 2014
ECMC December 2010 - January 2013
EDFUND November 2009 - December 2010
EDFUND December 2004 - November 2009
Cology May 2006 - January 2007
Tier Technologies June 2002 - December 2004
Embarcadero Systems Corporation January 2002 - June 2002
Charitableway.com September 2000 - May 2001
Franklin Templeton Investments May 1998 - August 2000
UPS 1994 - 1998
Skills
Project Portfolio..., Risk Management, Strategy, Strategic Planning, Enterprise Architecture, Business Process..., Enterprise Software, Leadership, Product Management, Business Analysis, Visio, Financial Analysis, Disaster Recovery, Vendor Management, Public Speaking, Agile Project Management, Agile Methodologies, PMP, Software Project..., Governance, Data Analysis, Project Planning, Process Improvement, Team Building, Management, Analysis, Business Process, SDLC, Customer Service, Project Management, SQL, Business Requirements, User Acceptance Testing, ITIL, Portfolio Project..., Budgeting, Standardization, Auditing, IT-enabled Business..., Capacity Planning, Software..., System..., New Product/Solution..., Technical Workflow..., Product..., Partner/Alliance..., Contract Negotiations, Technology..., Contract Negotiation, Budgets
Education
University of California, Berkeley 1989 — 1993
Bachelor of Arts (B.A.), Psychology
University of California Extension 2000 — 2002
Computer Information Systems-Management & Analysis Certificate, Psychology
ECMC January 2013 - January 2014
ECMC December 2010 - January 2013
EDFUND November 2009 - December 2010
EDFUND December 2004 - November 2009
Cology May 2006 - January 2007
Tier Technologies June 2002 - December 2004
Embarcadero Systems Corporation January 2002 - June 2002
Charitableway.com September 2000 - May 2001
Franklin Templeton Investments May 1998 - August 2000
UPS 1994 - 1998
Skills
Project Portfolio..., Risk Management, Strategy, Strategic Planning, Enterprise Architecture, Business Process..., Enterprise Software, Leadership, Product Management, Business Analysis, Visio, Financial Analysis, Disaster Recovery, Vendor Management, Public Speaking, Agile Project Management, Agile Methodologies, PMP, Software Project..., Governance, Data Analysis, Project Planning, Process Improvement, Team Building, Management, Analysis, Business Process, SDLC, Customer Service, Project Management, SQL, Business Requirements, User Acceptance Testing, ITIL, Portfolio Project..., Budgeting, Standardization, Auditing, IT-enabled Business..., Capacity Planning, Software..., System..., New Product/Solution..., Technical Workflow..., Product..., Partner/Alliance..., Contract Negotiations, Technology..., Contract Negotiation, Budgets
Education
University of California, Berkeley 1989 — 1993
Bachelor of Arts (B.A.), Psychology
University of California Extension 2000 — 2002
Computer Information Systems-Management & Analysis Certificate, Psychology
Gordon Zhen's Franklin Templeton Investments Experience September 2014 - February 2015
Job UI/UX Design and Front End Engineer Matchmaker
Industry Consumer Goods
Experience
Workbridge Associates March 2015 - Present
Franklin Templeton Investments September 2014 - February 2015
Toyon Associates, Inc. June 2013 - August 2014
Wells Fargo August 2012 - June 2013
Bimbo Bakeries USA November 2011 - May 2012
Skills
Sales, Recruiting, Customer Service, Social Networking, Management, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Analysis, Event Planning, Financial Modeling, Data Analysis, Research
Education
University of California, Davis 2007 — 2011
B.S., Managerial Economics
Workbridge Associates March 2015 - Present
Franklin Templeton Investments September 2014 - February 2015
Toyon Associates, Inc. June 2013 - August 2014
Wells Fargo August 2012 - June 2013
Bimbo Bakeries USA November 2011 - May 2012
Skills
Sales, Recruiting, Customer Service, Social Networking, Management, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Analysis, Event Planning, Financial Modeling, Data Analysis, Research
Education
University of California, Davis 2007 — 2011
B.S., Managerial Economics
Alison Kranz's Franklin Templeton Investments Experience August 2013 - Present
Job Content Specialist at Franklin Templeton Investments
Industry Writing and Editing
Experience
Franklin Templeton Investments August 2013 - Present
Skills
Writing, Editing, Copy Editing, Proofreading, Grammar, Social Media, Organization, Blogging, Line Editing, Web Content Management, Employee Training, Grant Writing, Research, Publications, Web Content, Journalism, Copywriting, Art, Social Networking, Creative Writing, Training, Event Planning
Education
University of California, Berkeley 2004 — 2008
BA, History of Art
Franklin Templeton Investments August 2013 - Present
Skills
Writing, Editing, Copy Editing, Proofreading, Grammar, Social Media, Organization, Blogging, Line Editing, Web Content Management, Employee Training, Grant Writing, Research, Publications, Web Content, Journalism, Copywriting, Art, Social Networking, Creative Writing, Training, Event Planning
Education
University of California, Berkeley 2004 — 2008
BA, History of Art
Jamie Meloni, SPHR's Franklin Templeton Investments Experience September 2001 - October 2010
Job Human Resources Manager at Dignity Health Medical Foundation
Industry Human Resources
Experience
Dignity Health September 2013 - Present
Dignity Health January 2012 - Present
CHW Medical Foundation August 2011 - January 2012
Catholic Healthcare West Medical Foundation October 2010 - August 2011
Franklin Templeton Investments September 2001 - October 2010
Skills
Interviewing, Workforce Planning, Sourcing, Compensation, Organizational..., Change Management, Organizational..., Strategic Planning, SWOT analysis, Acquisition Planning, Employee Engagement, Performance Management, Deferred Compensation, Leadership, Interviews, New Hire Orientations, Training, Business Acquisition, Hiring, Human Resources, Labor Relations, Management, Recruiting
Education
UC Davis 2011 — 2014
Human Resources Management, Human Resources
American River 2008 — 2010
Dignity Health September 2013 - Present
Dignity Health January 2012 - Present
CHW Medical Foundation August 2011 - January 2012
Catholic Healthcare West Medical Foundation October 2010 - August 2011
Franklin Templeton Investments September 2001 - October 2010
Skills
Interviewing, Workforce Planning, Sourcing, Compensation, Organizational..., Change Management, Organizational..., Strategic Planning, SWOT analysis, Acquisition Planning, Employee Engagement, Performance Management, Deferred Compensation, Leadership, Interviews, New Hire Orientations, Training, Business Acquisition, Hiring, Human Resources, Labor Relations, Management, Recruiting
Education
UC Davis 2011 — 2014
Human Resources Management, Human Resources
American River 2008 — 2010
Kao Saechao Kao Saechao's Franklin Templeton Investments Experience November 2014 - Present
Job Mien Interpreter at Telelanguage
Industry Financial Services
Experience
Franklin Templeton Investments November 2014 - Present
Telelanguage 2014 - Present
Kaotonix 2012 - Present
OfficeMax 2013 - October 2014
Thunder Valley Casino Resort 2012 - 2013
Sodexo 2011 - 2012
Skills
Music Production, FL Studio, Ableton Live, Interpreting, Sales, Communication, Sound Design, Management, Social Media, Customer Service, English
Education
University of California, Davis 2007 — 2011
Bachelor of Arts (B.A.), Communication
Anderson Union High School 2005 — 2007
Central Valley High School 2003 — 2005
Franklin Templeton Investments November 2014 - Present
Telelanguage 2014 - Present
Kaotonix 2012 - Present
OfficeMax 2013 - October 2014
Thunder Valley Casino Resort 2012 - 2013
Sodexo 2011 - 2012
Skills
Music Production, FL Studio, Ableton Live, Interpreting, Sales, Communication, Sound Design, Management, Social Media, Customer Service, English
Education
University of California, Davis 2007 — 2011
Bachelor of Arts (B.A.), Communication
Anderson Union High School 2005 — 2007
Central Valley High School 2003 — 2005
Michael Kiley, SPHR, SHRM-SCP Michael Kiley, SPHR, SHRM-SCP's Franklin Templeton Investments Experience May 2015 - Present
Job Talent Acquisition Lead Global Talent Acquisition at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments May 2015 - Present
Franklin Templeton Investments May 2013 - April 2015
Franklin Templeton Investments May 2011 - April 2013
Franklin Templeton Investments August 2009 - July 2011
Franklin Templeton Investments March 2007 - July 2009
Franklin Templeton Investments August 2005 - March 2007
Prudential's Home Loan Group January 2000 - January 2005
Skills
Recruiting, College Recruiting, Global Human Resources..., Business Communications, Compensations, Taleo, Talent Acquisition, Talent Management, Management Training..., Hodes IQ, Total Rewards, Market Data, Social Media, Sales, Strategy, CRM, Management, Analysis, Customer Service, Business Analysis, PeopleSoft
Education
University of California, Davis 2014 — 2014
SPHR Certifcation Preparation Courses
University of California, Davis 2012 — 2013
Certification Program in Business Communication
University of California, Berkeley 2009 — 2012
Certification Program in Human Resource Management, 4.0
California State University, Sacramento 2000 — 2005
Bachelor of Arts, Communication Studies with Public Relations Concentration
University of Phoenix, Sacramento Campus 2007 — 2009
MBA, Global Business
Franklin Templeton Investments May 2015 - Present
Franklin Templeton Investments May 2013 - April 2015
Franklin Templeton Investments May 2011 - April 2013
Franklin Templeton Investments August 2009 - July 2011
Franklin Templeton Investments March 2007 - July 2009
Franklin Templeton Investments August 2005 - March 2007
Prudential's Home Loan Group January 2000 - January 2005
Skills
Recruiting, College Recruiting, Global Human Resources..., Business Communications, Compensations, Taleo, Talent Acquisition, Talent Management, Management Training..., Hodes IQ, Total Rewards, Market Data, Social Media, Sales, Strategy, CRM, Management, Analysis, Customer Service, Business Analysis, PeopleSoft
Education
University of California, Davis 2014 — 2014
SPHR Certifcation Preparation Courses
University of California, Davis 2012 — 2013
Certification Program in Business Communication
University of California, Berkeley 2009 — 2012
Certification Program in Human Resource Management, 4.0
California State University, Sacramento 2000 — 2005
Bachelor of Arts, Communication Studies with Public Relations Concentration
University of Phoenix, Sacramento Campus 2007 — 2009
MBA, Global Business
Godwin Wong Godwin Wong's Franklin Templeton Investments Experience April 2004 - May 2006
Job Director, Finance at Mellon Capital Management
Industry Financial Services
Experience
Mellon Capital Management October 2013 - Present
Mellon Capital / BNY Mellon Asset Management June 2006 - Present
Franklin Templeton Investments April 2004 - May 2006
Pacific Stock Exchange Options Floor June 1998 - December 2003
Skills
Financial Modeling, Financial Analysis, Investments, Strategic Financial..., Product Management, Analytics, Competitive Analysis, Financial Reporting, Business Analysis, Business Strategy, Process Improvement, Strategic Planning, Project Management, Finance, Market Research
Education
University of California, Berkeley, Haas School of Business 1994 — 1998
B.S., Business Administration / Finance
Mellon Capital Management October 2013 - Present
Mellon Capital / BNY Mellon Asset Management June 2006 - Present
Franklin Templeton Investments April 2004 - May 2006
Pacific Stock Exchange Options Floor June 1998 - December 2003
Skills
Financial Modeling, Financial Analysis, Investments, Strategic Financial..., Product Management, Analytics, Competitive Analysis, Financial Reporting, Business Analysis, Business Strategy, Process Improvement, Strategic Planning, Project Management, Finance, Market Research
Education
University of California, Berkeley, Haas School of Business 1994 — 1998
B.S., Business Administration / Finance
Reana Meiri Reana Meiri's Franklin Templeton Investments Experience May 2013 - May 2014
Job Financial Services Professional
Industry Financial Services
Experience
Hall Capital Partners LLC May 2014 - Present
Franklin Templeton Investments May 2013 - May 2014
WHV Investment Management, Inc. January 2008 - May 2013
WHV Investments Management Inc January 2006 - January 2008
Union Bank of California January 2005 - January 2006
The Clorox Company 2005 - 2005
Associated Process Controls 2004 - 2005
E-Forex 1998 - 2000
Skills
Advent, Bloomberg Terminal, MS Office Suite, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Team Leadership, Investments, Sungard PTA, SAP, Auditing, APX, Moxy, Axys, OFAC, Compliance, Compliance Training, Compliance Monitoring, Compliance Support, Compliance Officers, Microsoft Office, Equities, Charles River IMS, OneTIS, GMAX, SharePoint, Investment Management, Account Reconciliation, Corporate Actions, Financial Regulation, Bloomberg, Mutual Funds, ETFs
Education
UC Davis 2002 — 2004
Bachelor of Arts, Economics and Political Science
Hall Capital Partners LLC May 2014 - Present
Franklin Templeton Investments May 2013 - May 2014
WHV Investment Management, Inc. January 2008 - May 2013
WHV Investments Management Inc January 2006 - January 2008
Union Bank of California January 2005 - January 2006
The Clorox Company 2005 - 2005
Associated Process Controls 2004 - 2005
E-Forex 1998 - 2000
Skills
Advent, Bloomberg Terminal, MS Office Suite, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Team Leadership, Investments, Sungard PTA, SAP, Auditing, APX, Moxy, Axys, OFAC, Compliance, Compliance Training, Compliance Monitoring, Compliance Support, Compliance Officers, Microsoft Office, Equities, Charles River IMS, OneTIS, GMAX, SharePoint, Investment Management, Account Reconciliation, Corporate Actions, Financial Regulation, Bloomberg, Mutual Funds, ETFs
Education
UC Davis 2002 — 2004
Bachelor of Arts, Economics and Political Science
Jeff Masuda Jeff Masuda's Franklin Templeton Investments Experience 2003 - 2005
Job Entrepreneur | Marketing Analytics at StubHub
Industry Internet
Experience
StubHub January 2014 - Present
Pet Food Express August 2012 - December 2013
Trendulate May 2011 - December 2012
Thirdimetrics, Inc January 2007 - December 2011
PowerSplice, Inc. January 2005 - May 2011
Wells Fargo 2007 - 2010
BART 2007 - 2009
Franklin Templeton Investments 2003 - 2005
PeopleSoft 1998 - 2005
Skills
Business Intelligence, Analytics, Data Warehousing, Start-ups, Strategy, Management, Enterprise Software, Consulting, CRM, PeopleSoft, ERP, Entrepreneurship, Management Consulting, Big Data, EPM, SDLC, Marketing, Cloud Computing, Profit, Internet Trends, Data Visualization, Profitability, Entrepreneurial..., Early Stage, Hadoop, Hive, Apache Pig, Tableau, Business Process..., Social Networking, Responsys Interact, Hyperion, Cognos, Business Objects, MicroStrategy
Education
UC Davis 1991 — 1996
BS, Managerial Economics
University of California, Davis 1991 — 1996
BS, Genetics
StubHub January 2014 - Present
Pet Food Express August 2012 - December 2013
Trendulate May 2011 - December 2012
Thirdimetrics, Inc January 2007 - December 2011
PowerSplice, Inc. January 2005 - May 2011
Wells Fargo 2007 - 2010
BART 2007 - 2009
Franklin Templeton Investments 2003 - 2005
PeopleSoft 1998 - 2005
Skills
Business Intelligence, Analytics, Data Warehousing, Start-ups, Strategy, Management, Enterprise Software, Consulting, CRM, PeopleSoft, ERP, Entrepreneurship, Management Consulting, Big Data, EPM, SDLC, Marketing, Cloud Computing, Profit, Internet Trends, Data Visualization, Profitability, Entrepreneurial..., Early Stage, Hadoop, Hive, Apache Pig, Tableau, Business Process..., Social Networking, Responsys Interact, Hyperion, Cognos, Business Objects, MicroStrategy
Education
UC Davis 1991 — 1996
BS, Managerial Economics
University of California, Davis 1991 — 1996
BS, Genetics
Steven Manson Steven Manson's Franklin Templeton Investments Experience June 2004 - January 2015
Job Principal at Mansford Properties, LLC
Industry Financial Services
Experience
Mansford Properties, LLC April 2012 - Present
Franklin Templeton Investments June 2004 - January 2015
Brown Brothers Harriman & Co. October 2001 - June 2004
Bloomberg L.P. July 2000 - December 2000
Skills
Fixed Income, Bloomberg, Econometrics, Macroeconomics, Equities, Investments, Asset Management, Derivatives
Education
University of Washington 1995 — 2001
Ph.D., Economics
University of California, Berkeley 1990 — 1994
Bachelor of Arts (B.A.), Economics and Applied Mathematics
Mansford Properties, LLC April 2012 - Present
Franklin Templeton Investments June 2004 - January 2015
Brown Brothers Harriman & Co. October 2001 - June 2004
Bloomberg L.P. July 2000 - December 2000
Skills
Fixed Income, Bloomberg, Econometrics, Macroeconomics, Equities, Investments, Asset Management, Derivatives
Education
University of Washington 1995 — 2001
Ph.D., Economics
University of California, Berkeley 1990 — 1994
Bachelor of Arts (B.A.), Economics and Applied Mathematics
Diane Liermann, SHRM-SCP, SPHR Diane Liermann, SHRM-SCP, SPHR's Franklin Templeton Investments Experience August 2013 - Present
Job Senior Human Resources Consultant at Franklin Templeton Investments
Industry Human Resources
Experience
Franklin Templeton Investments August 2013 - Present
Franklin Templeton Investments September 2010 - August 2013
The Jackson Laboratory - West August 2004 - March 2010
EarthLink 2001 - 2004
OneMain.com 2000 - 2001
JPSNet 1998 - 2000
Team Results, Inc. 1994 - 1998
Skills
Risk Mitigation, Employee Relations, Conflict Resolution, Performance Improvement, Performance Management, Human Resources, Talent Management, Process Improvement, Employee Engagement, Talent Acquisition, Employee Benefits, Project Management, Personnel Management, Team Building, Recruiting, Onboarding, Management, Policy, Outsourcing, Employment Law, Mergers & Acquisitions, Change Management, Leadership, Temporary Placement, HR Policies, Training, Strategic Planning, Payroll
Education
SHRM 2015 — 2015
SHRM-SCP Certification
HRCI 2012 — 2012
SPHR - Recertification, Human Resources
HRCI 2008 — 2008
SPHR, Human Resources
University of California, Davis 2003 — 2006
Certificate, Human Resources & Worker's Compensation Managment
HRCI 2004 — 2004
PHR, Human Resouces
ITT Technical Institute 1990 — 1992
AAS, Computer Aided Drafting
Franklin Templeton Investments August 2013 - Present
Franklin Templeton Investments September 2010 - August 2013
The Jackson Laboratory - West August 2004 - March 2010
EarthLink 2001 - 2004
OneMain.com 2000 - 2001
JPSNet 1998 - 2000
Team Results, Inc. 1994 - 1998
Skills
Risk Mitigation, Employee Relations, Conflict Resolution, Performance Improvement, Performance Management, Human Resources, Talent Management, Process Improvement, Employee Engagement, Talent Acquisition, Employee Benefits, Project Management, Personnel Management, Team Building, Recruiting, Onboarding, Management, Policy, Outsourcing, Employment Law, Mergers & Acquisitions, Change Management, Leadership, Temporary Placement, HR Policies, Training, Strategic Planning, Payroll
Education
SHRM 2015 — 2015
SHRM-SCP Certification
HRCI 2012 — 2012
SPHR - Recertification, Human Resources
HRCI 2008 — 2008
SPHR, Human Resources
University of California, Davis 2003 — 2006
Certificate, Human Resources & Worker's Compensation Managment
HRCI 2004 — 2004
PHR, Human Resouces
ITT Technical Institute 1990 — 1992
AAS, Computer Aided Drafting
Matthew Blair, CFA Matthew Blair, CFA's Franklin Templeton Investments Experience May 2008 - August 2008
Job Equity Research at Tudor, Pickering, Holt & Co.
Industry Capital Markets
Experience
Tudor, Pickering, Holt & Co. September 2014 - Present
Macquarie Capital (USA), Inc. October 2009 - August 2014
Passport Capital LLC June 2009 - September 2009
University of California at Berkeley August 2008 - May 2009
Franklin Templeton Investments May 2008 - August 2008
Mosaic Investments, LLC October 2007 - April 2008
Quellos Capital Management, LP July 2002 - July 2007
Skills
Modeling, Financial Modeling, Valuation, Fixed Income, Equity Valuation, Downstream Oil & Gas, Oil/Gas, Analysis, DCF, Economics, Financial Markets
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
MBA
University of Puget Sound 1998 — 2002
BA
Tudor, Pickering, Holt & Co. September 2014 - Present
Macquarie Capital (USA), Inc. October 2009 - August 2014
Passport Capital LLC June 2009 - September 2009
University of California at Berkeley August 2008 - May 2009
Franklin Templeton Investments May 2008 - August 2008
Mosaic Investments, LLC October 2007 - April 2008
Quellos Capital Management, LP July 2002 - July 2007
Skills
Modeling, Financial Modeling, Valuation, Fixed Income, Equity Valuation, Downstream Oil & Gas, Oil/Gas, Analysis, DCF, Economics, Financial Markets
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
MBA
University of Puget Sound 1998 — 2002
BA
Brendon Schmitt's Franklin Templeton Investments Experience June 2006 - August 2006
Job Account Manager | Xignite
Industry Financial Services
Experience
Xignite July 2015 - Present
Eze Software Group August 2013 - July 2015
Forward Management April 2011 - November 2011
Forward Management July 2009 - April 2011
Forward Management June 2007 - July 2009
Franklin Templeton Investments June 2006 - August 2006
Skills
Business Development, Project Management, Operations Management, Sales, Technological..., Process Efficiency, Investment Strategies, Alternative Investments, CRM, Well Travelled, Mutual Funds, Start-ups, Investments, Financial Services, Portfolio Management, Series 63, Investment Management, Asset Allocation, Series 7, ETFs, Account Management, Investment Advisory, Securities, Equities, Hedge Funds, Fitness
Education
University of California, Berkeley
B.A, Economics
Xignite July 2015 - Present
Eze Software Group August 2013 - July 2015
Forward Management April 2011 - November 2011
Forward Management July 2009 - April 2011
Forward Management June 2007 - July 2009
Franklin Templeton Investments June 2006 - August 2006
Skills
Business Development, Project Management, Operations Management, Sales, Technological..., Process Efficiency, Investment Strategies, Alternative Investments, CRM, Well Travelled, Mutual Funds, Start-ups, Investments, Financial Services, Portfolio Management, Series 63, Investment Management, Asset Allocation, Series 7, ETFs, Account Management, Investment Advisory, Securities, Equities, Hedge Funds, Fitness
Education
University of California, Berkeley
B.A, Economics
Charlene Tsang's Franklin Templeton Investments Experience February 2007 - February 2009
Job Web Project Manager/SEO Analyst, Avago Technologies
Industry Information Technology and Services
Experience
Avago Technologies February 2013 - Present
InSync Staffing for Symantec January 2012 - September 2012
3PAR, an Hewlett-Packard Company June 2010 - September 2011
Franklin Templeton Investments February 2007 - February 2009
Robert Half International August 2003 - February 2007
Siemens December 2000 - October 2001
law.com November 1999 - December 2000
Skills
User Experience, Web Development, Project Management, Usability, CMS, SharePoint, SEO, Web Design, Web Analytics, SDLC, Quality Assurance, Online Marketing, Marketing, Databases, Content Management, Integration
Education
UC Davis 1995 — 1999
B.A., English and Political Science
Avago Technologies February 2013 - Present
InSync Staffing for Symantec January 2012 - September 2012
3PAR, an Hewlett-Packard Company June 2010 - September 2011
Franklin Templeton Investments February 2007 - February 2009
Robert Half International August 2003 - February 2007
Siemens December 2000 - October 2001
law.com November 1999 - December 2000
Skills
User Experience, Web Development, Project Management, Usability, CMS, SharePoint, SEO, Web Design, Web Analytics, SDLC, Quality Assurance, Online Marketing, Marketing, Databases, Content Management, Integration
Education
UC Davis 1995 — 1999
B.A., English and Political Science
Samuel Heikel Samuel Heikel's Franklin Templeton Investments Experience July 1998 - January 2000
Job Sports Professional
Industry Sports
Experience
San Francisco Giants 2008 - 2012
San Francisco Giants 2000 - 2007
Franklin Templeton Investments July 1998 - January 2000
Skills
Team Leadership, Cross-functional..., Customer Service
Education
University of California, Davis 1993 — 1998
Bachelor of Arts (BA), History
Capuchino High School
San Francisco Giants 2008 - 2012
San Francisco Giants 2000 - 2007
Franklin Templeton Investments July 1998 - January 2000
Skills
Team Leadership, Cross-functional..., Customer Service
Education
University of California, Davis 1993 — 1998
Bachelor of Arts (BA), History
Capuchino High School
Daniel Tet Daniel Tet's Franklin Templeton Investments Experience April 2010 - April 2013
Job General Manager at myonenetwork.com
Industry Internet
Experience
myonenetwork.com June 2013 - Present
New Context Services, Inc October 2013 - June 2014
Cibo Studios April 2013 - October 2013
Franklin Templeton Investments April 2010 - April 2013
X2 Technologies February 2008 - 2010
Duncan/Channon January 2009 - October 2009
Twitter August 2008 - September 2009
mFoundry December 2008 - August 2009
Symantec October 2007 - February 2008
Napster May 2006 - April 2007
Skills
Requirements Analysis, IT Management, Databases, Content Management, Software Development, Cloud Computing, Management Consulting, Enterprise Architecture, Mobile Applications, Project Management, Java, Web Development, Agile Methodologies, System Administration, Management, SDLC, Product Management, PHP, Web Applications, Subversion, Architectures, Portals, Networking, MySQL, Perl, Scrum, Web Services, Business Analysis, Architecture, SOA, Software Project..., Integration, SaaS, LiveSite, Continuous Integration, Web Architecture, Hudson, Leadership, Start-ups, Information Architecture
Education
Cal State East Bay 2012 — 2013
Master of Business Administration (MBA)
University of California, Davis 1993 — 1998
Bachelor of Science (BS)
myonenetwork.com June 2013 - Present
New Context Services, Inc October 2013 - June 2014
Cibo Studios April 2013 - October 2013
Franklin Templeton Investments April 2010 - April 2013
X2 Technologies February 2008 - 2010
Duncan/Channon January 2009 - October 2009
Twitter August 2008 - September 2009
mFoundry December 2008 - August 2009
Symantec October 2007 - February 2008
Napster May 2006 - April 2007
Skills
Requirements Analysis, IT Management, Databases, Content Management, Software Development, Cloud Computing, Management Consulting, Enterprise Architecture, Mobile Applications, Project Management, Java, Web Development, Agile Methodologies, System Administration, Management, SDLC, Product Management, PHP, Web Applications, Subversion, Architectures, Portals, Networking, MySQL, Perl, Scrum, Web Services, Business Analysis, Architecture, SOA, Software Project..., Integration, SaaS, LiveSite, Continuous Integration, Web Architecture, Hudson, Leadership, Start-ups, Information Architecture
Education
Cal State East Bay 2012 — 2013
Master of Business Administration (MBA)
University of California, Davis 1993 — 1998
Bachelor of Science (BS)
Matt Bettencourt Matt Bettencourt's Franklin Templeton Investments Experience January 1996 - February 1998
Job Senior Tax Manager, Federal at McKesson
Industry Accounting
Experience
McKesson March 2014 - Present
Symantec January 2010 - February 2014
Deloitte Tax LLP May 2002 - December 2009
Arthur Andersen LLP June 2001 - May 2002
PeopleSoft February 2000 - June 2000
Iron Mountain February 1998 - February 2000
Franklin Templeton Investments January 1996 - February 1998
Western Pacific Securities August 1991 - September 1995
Skills
Tax, Corporate Tax, Auditing, Accounting, Financial Reporting, CPA
Education
University of Southern California - Marshall School of Business 2000 — 2001
MBT, Taxation
University of California, Davis 1986 — 1991
BS, Agricultural & Managerial Economics
McKesson March 2014 - Present
Symantec January 2010 - February 2014
Deloitte Tax LLP May 2002 - December 2009
Arthur Andersen LLP June 2001 - May 2002
PeopleSoft February 2000 - June 2000
Iron Mountain February 1998 - February 2000
Franklin Templeton Investments January 1996 - February 1998
Western Pacific Securities August 1991 - September 1995
Skills
Tax, Corporate Tax, Auditing, Accounting, Financial Reporting, CPA
Education
University of Southern California - Marshall School of Business 2000 — 2001
MBT, Taxation
University of California, Davis 1986 — 1991
BS, Agricultural & Managerial Economics
Christina Felicelli Christina Felicelli's Franklin Templeton Investments Experience June 2005 - September 2005
Job Vice President at Willis Re
Industry Insurance
Sara Errecarte's Franklin Templeton Investments Experience October 2013 - Present
Job MBA, Senior Transfer Agent Admin Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2013 - Present
Franklin Templeton Investments November 2014 - July 2015
Franklin Templeton Investments March 2010 - November 2013
Franklin Templeton Investments March 2010 - October 2011
Gilliard, Blanning, Wysocki & Associates February 2008 - July 2009
Skills
Microsoft Excel, Data Analysis, Project Management, Microsoft Office, Microsoft InfoPath, Microsoft Office..., Metrics Reporting, Storytelling, Camtasia, Business Continuity..., PowerPoint, Public Speaking, Event Planning, Social Media
Education
University of California, Davis - Graduate School of Management 2009 — 2012
Master's, Business Administration and Management, General
University of California, Davis 2003 — 2007
BA, International Relations, Economics
Franklin Templeton Investments October 2013 - Present
Franklin Templeton Investments November 2014 - July 2015
Franklin Templeton Investments March 2010 - November 2013
Franklin Templeton Investments March 2010 - October 2011
Gilliard, Blanning, Wysocki & Associates February 2008 - July 2009
Skills
Microsoft Excel, Data Analysis, Project Management, Microsoft Office, Microsoft InfoPath, Microsoft Office..., Metrics Reporting, Storytelling, Camtasia, Business Continuity..., PowerPoint, Public Speaking, Event Planning, Social Media
Education
University of California, Davis - Graduate School of Management 2009 — 2012
Master's, Business Administration and Management, General
University of California, Davis 2003 — 2007
BA, International Relations, Economics
Brad Hanson Brad Hanson's Franklin Templeton Investments Experience September 2010 - October 2014
Job SVP, National Separate Account Specialist
Industry Investment Management
Experience
Franklin Templeton Investments September 2010 - October 2014
Franklin Templeton Investments August 2005 - September 2010
Franklin Templeton Investments July 2000 - August 2005
Franklin Templeton Investments April 1986 - July 2000
Franklin Templeton Investments September 1983 - April 1986
Skills
Strategy, Wealth Management, Mutual Funds, Separately Managed..., Series 7, Asset Management, Series 63, Investments, Portfolio Management, Investment Strategies, Alternative Investments, Asset Allocation, Bonds, Financial Advisory, Hedge Funds, Finance
Education
University of California, Los Angeles 1987 — 1989
MBA
University of California, Berkeley 1980 — 1983
BA, Political Science/Spanish Literature
Thacher School
Franklin Templeton Investments September 2010 - October 2014
Franklin Templeton Investments August 2005 - September 2010
Franklin Templeton Investments July 2000 - August 2005
Franklin Templeton Investments April 1986 - July 2000
Franklin Templeton Investments September 1983 - April 1986
Skills
Strategy, Wealth Management, Mutual Funds, Separately Managed..., Series 7, Asset Management, Series 63, Investments, Portfolio Management, Investment Strategies, Alternative Investments, Asset Allocation, Bonds, Financial Advisory, Hedge Funds, Finance
Education
University of California, Los Angeles 1987 — 1989
MBA
University of California, Berkeley 1980 — 1983
BA, Political Science/Spanish Literature
Thacher School
Chuck Cox Chuck Cox's Franklin Templeton Investments Experience March 2007 - December 2012
Job Business Intelligence Manager at TaxAudit.com
Industry Computer Software
Experience
ManTech Cyber Solutions International October 2013 - October 2014
Liberty Home Equity Solutions, Inc December 2012 - September 2013
Franklin Templeton Investments March 2007 - December 2012
Franklin Templeton Investments December 2003 - March 2007
Peoplesoft June 1999 - October 2003
Skills
Training, Program Management, PeopleSoft, Employee Training, Business Intelligence, Management, Cross-functional Team..., Leadership, Project Management, Enterprise Software, Business Analysis, SQL, Technical Training, SQL Server Reporting..., E-Learning, Training Delivery, Training & Development, Analysis, Instructional Design, Interviews, Data Analysis, Data Warehousing, OLAP, OLTP, Process Improvement, SQL Server Management..., SQL Server Integration...
Education
UC-Davis 1987 — 1989
B.S
University of California, Santa Cruz 1985 — 1987
Bachelor of Applied Science (BASc)
ManTech Cyber Solutions International October 2013 - October 2014
Liberty Home Equity Solutions, Inc December 2012 - September 2013
Franklin Templeton Investments March 2007 - December 2012
Franklin Templeton Investments December 2003 - March 2007
Peoplesoft June 1999 - October 2003
Skills
Training, Program Management, PeopleSoft, Employee Training, Business Intelligence, Management, Cross-functional Team..., Leadership, Project Management, Enterprise Software, Business Analysis, SQL, Technical Training, SQL Server Reporting..., E-Learning, Training Delivery, Training & Development, Analysis, Instructional Design, Interviews, Data Analysis, Data Warehousing, OLAP, OLTP, Process Improvement, SQL Server Management..., SQL Server Integration...
Education
UC-Davis 1987 — 1989
B.S
University of California, Santa Cruz 1985 — 1987
Bachelor of Applied Science (BASc)
Clarence Tsay Clarence Tsay's Franklin Templeton Investments Experience April 2011 - March 2015
Job Pricing Specialist at Union Bank
Industry Financial Services
Experience
Union Bank March 2015 - Present
Franklin Templeton Investments April 2011 - March 2015
Franklin Templeton Investments December 2009 - March 2012
Franklin Templeton Investments September 2006 - November 2009
Skills
Bloomberg, Microsoft Excel, Market Research, Morningstar, Microsoft Office, Relationship Management, Factset, Lipper, Financial Analysis, Mutual Funds
Education
University of California, Davis 2002 — 2006
BA, Economics
Union Bank March 2015 - Present
Franklin Templeton Investments April 2011 - March 2015
Franklin Templeton Investments December 2009 - March 2012
Franklin Templeton Investments September 2006 - November 2009
Skills
Bloomberg, Microsoft Excel, Market Research, Morningstar, Microsoft Office, Relationship Management, Factset, Lipper, Financial Analysis, Mutual Funds
Education
University of California, Davis 2002 — 2006
BA, Economics
Robert Fong's Franklin Templeton Investments Experience 2007 - Present
Job Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 2007 - Present
Litman Gregory 2002 - 2007
Lawrence Johnson & Associates 1999 - 2002
Skills
Fixed Income, Financial Modeling, Bloomberg, Equities, Valuation
Education
University of California, Davis
Bachelor's Degree, Business/Managerial Economics
Franklin Templeton Investments 2007 - Present
Litman Gregory 2002 - 2007
Lawrence Johnson & Associates 1999 - 2002
Skills
Fixed Income, Financial Modeling, Bloomberg, Equities, Valuation
Education
University of California, Davis
Bachelor's Degree, Business/Managerial Economics
Garrick Chu Garrick Chu's Franklin Templeton Investments Experience January 2011 - March 2013
Job Trade Operations Specialist at Charles Schwab
Industry Investment Management
Experience
Charles Schwab March 2015 - Present
Charles Schwab April 2013 - March 2015
Franklin Templeton Investments January 2011 - March 2013
Navion Financial Advisors, LLC February 2010 - August 2010
Morgan Stanley Financial Training Program March 2009 - August 2010
Morgan Stanley Financial Training Program January 2009 - March 2009
Skills
Portfolio Management, PowerPoint, Outlook, Morningstar, Mutual Funds, BlackRock Aladdin, Bloomberg Terminal, Charles River IMS, MarketAxess, Excel, point & figure charting, Word, tradeweb, Midas
Education
University of California, Davis 2007 — 2010
BA, International Relations - World Trade and Development
University of California, Berkeley 2011 — 2012
Certificate Program of Accounting, Accounting
Charles Schwab March 2015 - Present
Charles Schwab April 2013 - March 2015
Franklin Templeton Investments January 2011 - March 2013
Navion Financial Advisors, LLC February 2010 - August 2010
Morgan Stanley Financial Training Program March 2009 - August 2010
Morgan Stanley Financial Training Program January 2009 - March 2009
Skills
Portfolio Management, PowerPoint, Outlook, Morningstar, Mutual Funds, BlackRock Aladdin, Bloomberg Terminal, Charles River IMS, MarketAxess, Excel, point & figure charting, Word, tradeweb, Midas
Education
University of California, Davis 2007 — 2010
BA, International Relations - World Trade and Development
University of California, Berkeley 2011 — 2012
Certificate Program of Accounting, Accounting
Cindy Hsu's Franklin Templeton Investments Experience March 2007 - December 2007
Job Senior Financial Analyst at Genentech
Industry Utilities
Experience
Genentech July 2013 - Present
Pacific Gas and Electric Company August 2012 - July 2013
Pacific Gas & Electric December 2010 - July 2012
State Street Bank June 2008 - August 2009
Franklin Templeton Investments March 2007 - December 2007
Education
University of California, Davis 2007 — 2009
Master's in Business Administration, Accounting/Finance
University of California, Davis 2003 — 2005
Bachelor of Science, Managerial Economics
Genentech July 2013 - Present
Pacific Gas and Electric Company August 2012 - July 2013
Pacific Gas & Electric December 2010 - July 2012
State Street Bank June 2008 - August 2009
Franklin Templeton Investments March 2007 - December 2007
Education
University of California, Davis 2007 — 2009
Master's in Business Administration, Accounting/Finance
University of California, Davis 2003 — 2005
Bachelor of Science, Managerial Economics
Aitor Berrueta Aitor Berrueta's Franklin Templeton Investments Experience 1997 - 2001
Job Sales Operations Associate at Informatica
Industry Individual & Family Services
Experience
Informatica August 2014 - Present
Holy Cross Catholic Cemetery February 2005 - August 2014
AAA 2002 - 2005
Netclerk 2001 - 2002
Franklin Templeton Investments 1997 - 2001
Skills
Customer Service, Sales, Travel Assistance, Administrative Functions, Management
Education
UC Davis 1992 — 1997
Bachelor of Arts (B.A.), Spanish Language and Literature
Informatica August 2014 - Present
Holy Cross Catholic Cemetery February 2005 - August 2014
AAA 2002 - 2005
Netclerk 2001 - 2002
Franklin Templeton Investments 1997 - 2001
Skills
Customer Service, Sales, Travel Assistance, Administrative Functions, Management
Education
UC Davis 1992 — 1997
Bachelor of Arts (B.A.), Spanish Language and Literature
Dipna Kishore, MBA Dipna Kishore, MBA's Franklin Templeton Investments Experience July 2013 - Present
Job Finance Professional
Industry Investment Management
Experience
Franklin Templeton Investments July 2013 - Present
Franklin Templeton Investments February 2012 - June 2013
Principal Funds May 2007 - January 2012
Franklin Templeton Investments October 2004 - April 2007
Skills
Mutual Funds, Securities Regulation, FINRA, Transfer Agency, Series 6, Series 63, Sarbanes-Oxley, Internal Audit, Risk Management
Education
University of California, Davis - Graduate School of Management 2009 — 2012
MBA
University of California, Davis 2000 — 2004
Bachelor of Science, Managerial Economics
Franklin Templeton Investments July 2013 - Present
Franklin Templeton Investments February 2012 - June 2013
Principal Funds May 2007 - January 2012
Franklin Templeton Investments October 2004 - April 2007
Skills
Mutual Funds, Securities Regulation, FINRA, Transfer Agency, Series 6, Series 63, Sarbanes-Oxley, Internal Audit, Risk Management
Education
University of California, Davis - Graduate School of Management 2009 — 2012
MBA
University of California, Davis 2000 — 2004
Bachelor of Science, Managerial Economics
Robyn Morgan Robyn Morgan's Franklin Templeton Investments Experience March 2005 - June 2006
Job Accounting and Finance Professional
Industry Accounting
Experience
Robert Half Finance & Accounting June 2014 - Present
UTC Aerospace Systems June 2014 - October 2014
Jones Lang LaSalle - SAIC (Science Applications International Corporation) Account December 2012 - February 2014
Mood Media North America (formerly Trusonic) July 2011 - September 2012
LPL Financial March 2011 - May 2011
Dresser-Rand November 2010 - January 2011
GMI (Global Market Insite, Inc) January 2010 - June 2010
Northwest Administrators, Inc April 2009 - September 2009
Windstar Cruises September 2007 - April 2009
Franklin Templeton Investments March 2005 - June 2006
Skills
Financial Accounting, Fund Accounting, Microsoft Excel, Microsoft Access, Oracle Applications, FRx, QuickBooks, SharePoint, Lotus Notes, Adobe, Bloomberg
Education
University of California, Berkeley 2000 — 2004
Bachelor of Arts, Classical Civilizations, Business Administration (Accounting emphasis)
Robert Half Finance & Accounting June 2014 - Present
UTC Aerospace Systems June 2014 - October 2014
Jones Lang LaSalle - SAIC (Science Applications International Corporation) Account December 2012 - February 2014
Mood Media North America (formerly Trusonic) July 2011 - September 2012
LPL Financial March 2011 - May 2011
Dresser-Rand November 2010 - January 2011
GMI (Global Market Insite, Inc) January 2010 - June 2010
Northwest Administrators, Inc April 2009 - September 2009
Windstar Cruises September 2007 - April 2009
Franklin Templeton Investments March 2005 - June 2006
Skills
Financial Accounting, Fund Accounting, Microsoft Excel, Microsoft Access, Oracle Applications, FRx, QuickBooks, SharePoint, Lotus Notes, Adobe, Bloomberg
Education
University of California, Berkeley 2000 — 2004
Bachelor of Arts, Classical Civilizations, Business Administration (Accounting emphasis)
Victoria Huang Victoria Huang's Franklin Templeton Investments Experience January 2015 - Present
Job Corporate Tax Supervisor at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments January 2015 - Present
Franklin Templeton Investments January 2013 - December 2014
Ernst & Young August 2010 - January 2013
Ernst & Young September 2009 - August 2010
Ernst & Young June 2008 - August 2008
Skills
Tax, CPA, Finance, Income Tax, Assurance
Education
University of California, Berkeley
B.A. Economics
Franklin Templeton Investments January 2015 - Present
Franklin Templeton Investments January 2013 - December 2014
Ernst & Young August 2010 - January 2013
Ernst & Young September 2009 - August 2010
Ernst & Young June 2008 - August 2008
Skills
Tax, CPA, Finance, Income Tax, Assurance
Education
University of California, Berkeley
B.A. Economics
Jackie Wu, CAPM, ITIL's Franklin Templeton Investments Experience November 2009 - July 2015
Job Business Analyst / Business Systems Administrator Sr. at Bank of the West
Industry Financial Services
Experience
Bank of the West July 2015 - Present
Franklin Templeton Investments November 2009 - July 2015
Investment Architects Inc May 2009 - October 2009
Morgan Stanley April 2008 - May 2009
UC Davis Public Health Sciences Division of Biostatistics May 2008 - March 2009
Skills
Mutual Funds, Finance, Investments, Project Management, Customer Service, Cost Basis, Process Improvement, SharePoint, Cost Basis Reporting, Risk Management, Workflow, InfoPath Forms, Systems Analysis, Business Objects, Business Intelligence, Requirements Analysis, Business Process, Continuous Improvement, Business Requirements, ITIL v3 Foundations..., IT Service Management
Education
University of California, Davis 2005 — 2008
Bachelor of Arts, Economics and Statistics
UC Berkeley Extension 2013 — 2014
Certificate Program in Project Management, Project Management
Diamond Bar High School 2001 — 2005
High School
Bank of the West July 2015 - Present
Franklin Templeton Investments November 2009 - July 2015
Investment Architects Inc May 2009 - October 2009
Morgan Stanley April 2008 - May 2009
UC Davis Public Health Sciences Division of Biostatistics May 2008 - March 2009
Skills
Mutual Funds, Finance, Investments, Project Management, Customer Service, Cost Basis, Process Improvement, SharePoint, Cost Basis Reporting, Risk Management, Workflow, InfoPath Forms, Systems Analysis, Business Objects, Business Intelligence, Requirements Analysis, Business Process, Continuous Improvement, Business Requirements, ITIL v3 Foundations..., IT Service Management
Education
University of California, Davis 2005 — 2008
Bachelor of Arts, Economics and Statistics
UC Berkeley Extension 2013 — 2014
Certificate Program in Project Management, Project Management
Diamond Bar High School 2001 — 2005
High School
Hasan Aman's Franklin Templeton Investments Experience August 2012 - March 2013
Job Senior Associate at State Street
Industry Financial Services
Experience
State Street August 2015 - Present
State Street June 2014 - August 2015
State Street April 2013 - June 2014
Franklin Templeton Investments August 2012 - March 2013
Morgan Stanley July 2011 - August 2011
Skills
Bloomberg Terminal
Education
University of California, Davis 2009 — 2012
Bachelor of Science (B.Sc.), Managerial Economics
Karachi Grammar School
High School Diploma
CFA Institute
Passed Level I of the CFA Program
State Street August 2015 - Present
State Street June 2014 - August 2015
State Street April 2013 - June 2014
Franklin Templeton Investments August 2012 - March 2013
Morgan Stanley July 2011 - August 2011
Skills
Bloomberg Terminal
Education
University of California, Davis 2009 — 2012
Bachelor of Science (B.Sc.), Managerial Economics
Karachi Grammar School
High School Diploma
CFA Institute
Passed Level I of the CFA Program
Mui On, MBA Mui On, MBA's Franklin Templeton Investments Experience 2006 - 2007
Job Sr. Financial Analyst at E. & J. Gallo Winery
Industry Consumer Goods
Experience
E. & J. Gallo Winery November 2014 - Present
E. & J. Gallo Winery October 2013 - Present
E. & J. Gallo Winery January 2012 - October 2013
State Street November 2010 - January 2012
State Street Bank May 2008 - November 2010
State Street May 2007 - May 2008
Franklin Templeton Investments 2006 - 2007
Skills
Financial Analysis, Mutual Funds, Financial Reporting, Accounting, Valuation, Analysis, Derivatives, Account Reconciliation, General Ledger, Finance, Data Analysis, Microsoft Excel
Education
University of California, Davis - Graduate School of Management 2008 — 2011
Business Administration
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2005
Business, Bachelor of Science, Business Administration and Bachelor of Arts, Mass Communications
E. & J. Gallo Winery November 2014 - Present
E. & J. Gallo Winery October 2013 - Present
E. & J. Gallo Winery January 2012 - October 2013
State Street November 2010 - January 2012
State Street Bank May 2008 - November 2010
State Street May 2007 - May 2008
Franklin Templeton Investments 2006 - 2007
Skills
Financial Analysis, Mutual Funds, Financial Reporting, Accounting, Valuation, Analysis, Derivatives, Account Reconciliation, General Ledger, Finance, Data Analysis, Microsoft Excel
Education
University of California, Davis - Graduate School of Management 2008 — 2011
Business Administration
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2005
Business, Bachelor of Science, Business Administration and Bachelor of Arts, Mass Communications
Cory Chen Cory Chen's Franklin Templeton Investments Experience June 2014 - September 2014
Job Accounting Intern at Airbnb
Industry
Experience
McGladrey August 2015 - August 2015
Airbnb June 2015 - August 2015
Amazon September 2014 - June 2015
Delta Sigma Pi June 2014 - June 2015
Internal Revenue Service (IRS) Volunteer Income Tax Assistance November 2014 - March 2015
State Street September 2014 - October 2014
Franklin Templeton Investments June 2014 - September 2014
Zolio Inc June 2014 - August 2014
Liberty Mutual Insurance June 2014 - June 2014
Delta Sigma Pi January 2014 - June 2014
Skills
Microsoft Excel, Event Planning, Microsoft Office, Databases, Social Networking, Microsoft Word, Management, R, Customer Service, Facebook, Teamwork, Social Media Marketing, Training, Access, Data Entry, Marketing, VBA, PowerPoint, Program Management, HTML, CSS, Workday
Education
University of California, Davis 2012 — 2016
Bachelor of Science (BS), Managerial Economics
McGladrey August 2015 - August 2015
Airbnb June 2015 - August 2015
Amazon September 2014 - June 2015
Delta Sigma Pi June 2014 - June 2015
Internal Revenue Service (IRS) Volunteer Income Tax Assistance November 2014 - March 2015
State Street September 2014 - October 2014
Franklin Templeton Investments June 2014 - September 2014
Zolio Inc June 2014 - August 2014
Liberty Mutual Insurance June 2014 - June 2014
Delta Sigma Pi January 2014 - June 2014
Skills
Microsoft Excel, Event Planning, Microsoft Office, Databases, Social Networking, Microsoft Word, Management, R, Customer Service, Facebook, Teamwork, Social Media Marketing, Training, Access, Data Entry, Marketing, VBA, PowerPoint, Program Management, HTML, CSS, Workday
Education
University of California, Davis 2012 — 2016
Bachelor of Science (BS), Managerial Economics
Calvin Kwong's Franklin Templeton Investments Experience July 2015 - Present
Job Student at University of California, Davis
Industry Financial Services
Experience
Franklin Templeton Investments July 2015 - Present
State Street November 2014 - June 2015
Molecular Matrix, Inc. June 2014 - November 2014
UC Davis August 2013 - November 2014
Morgan Stanley September 2013 - December 2013
Skills
Finance, Investment, Data Analysis, Market Analysis, Research, Income Processing, Trade Reconcilation, Goal-oriented, Detailed, Team-Oriented, Investments, Financial Analysis, Teamwork, Leadership
Education
University of California, Davis 2011 — 2015
Bachelor of Arts (B.A.), Economics
Franklin Templeton Investments July 2015 - Present
State Street November 2014 - June 2015
Molecular Matrix, Inc. June 2014 - November 2014
UC Davis August 2013 - November 2014
Morgan Stanley September 2013 - December 2013
Skills
Finance, Investment, Data Analysis, Market Analysis, Research, Income Processing, Trade Reconcilation, Goal-oriented, Detailed, Team-Oriented, Investments, Financial Analysis, Teamwork, Leadership
Education
University of California, Davis 2011 — 2015
Bachelor of Arts (B.A.), Economics
Laura Maestre's Franklin Templeton Investments Experience September 2001 - June 2003
Job Principal Consultant at ProcureMark Solutions, LLC
Industry Marketing and Advertising
Experience
ProcureMark Solutions, LLC June 2013 - Present
Accenture September 2009 - June 2013
Laura Maestre Marketing, LLC July 2003 - September 2009
Franklin Templeton Investments September 2001 - June 2003
Charles Schwab February 1997 - July 2001
Skills
Supplier Management, Strategic Sourcing, Category Management, Contract Negotiation, Change Management, Direct Marketing, Marketing Strategy, Market Research, Strategic Planning, Strategic Partnerships, Management, Marketing, Procurement, Program Management, Forecasting
Education
University of California, Berkeley
BA
University of Colorado Boulder - Leeds School of Business
MBA
ProcureMark Solutions, LLC June 2013 - Present
Accenture September 2009 - June 2013
Laura Maestre Marketing, LLC July 2003 - September 2009
Franklin Templeton Investments September 2001 - June 2003
Charles Schwab February 1997 - July 2001
Skills
Supplier Management, Strategic Sourcing, Category Management, Contract Negotiation, Change Management, Direct Marketing, Marketing Strategy, Market Research, Strategic Planning, Strategic Partnerships, Management, Marketing, Procurement, Program Management, Forecasting
Education
University of California, Berkeley
BA
University of Colorado Boulder - Leeds School of Business
MBA
Colby Anderson Colby Anderson's Franklin Templeton Investments Experience November 2013 - April 2015
Job Sales and Customer Service
Industry Consumer Goods
Experience
Franklin Templeton Investments November 2013 - April 2015
Camellia City Millworks 2011 - 2011
Capital Nursery 2009 - 2011
Skills
Tree Planting, Sales, Customer Service, German, Microsoft Office, Mac OS, Painting, Warehouse Management, Stocking
Education
University of California, Davis 2011 — 2013
Bachelor of Arts (BA), International Relations
Franklin Templeton Investments November 2013 - April 2015
Camellia City Millworks 2011 - 2011
Capital Nursery 2009 - 2011
Skills
Tree Planting, Sales, Customer Service, German, Microsoft Office, Mac OS, Painting, Warehouse Management, Stocking
Education
University of California, Davis 2011 — 2013
Bachelor of Arts (BA), International Relations
David Carr's Franklin Templeton Investments Experience June 2011 - September 2011
Job Sales Operations & Strategy Associate at LinkedIn
Industry Information Technology and Services
Experience
LinkedIn May 2015 - Present
Cisco September 2013 - May 2015
Cisco Systems January 2013 - August 2013
SuccessFactors August 2012 - December 2012
Franklin Templeton Investments June 2011 - September 2011
Morgan Stanley Smith Barney June 2010 - September 2010
Mixed Bag Designs Inc. June 2009 - September 2009
Skills
Business Intelligence, Business Analysis, Tableau, Microsoft Excel, Data Analysis, Entrepreneurship, CRM, Business Strategy, Strategic Planning, Business Objects, OBIEE, Databases, SharePoint, Wealth Management, Corporate Communications, Channel Partners, Salesforce.com
Education
University of California, Davis 2008 — 2012
Bachelor of Arts, Economics
Sacred Heart Prep High School 2004 — 2008
High School Diploma
LinkedIn May 2015 - Present
Cisco September 2013 - May 2015
Cisco Systems January 2013 - August 2013
SuccessFactors August 2012 - December 2012
Franklin Templeton Investments June 2011 - September 2011
Morgan Stanley Smith Barney June 2010 - September 2010
Mixed Bag Designs Inc. June 2009 - September 2009
Skills
Business Intelligence, Business Analysis, Tableau, Microsoft Excel, Data Analysis, Entrepreneurship, CRM, Business Strategy, Strategic Planning, Business Objects, OBIEE, Databases, SharePoint, Wealth Management, Corporate Communications, Channel Partners, Salesforce.com
Education
University of California, Davis 2008 — 2012
Bachelor of Arts, Economics
Sacred Heart Prep High School 2004 — 2008
High School Diploma
Kia Tahai Kia Tahai's Franklin Templeton Investments Experience October 1997 - Present
Job Director Global Product Marketing at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 1997 - Present
Skills
Mutual Funds, Asset Management, Investments, Equities, Bloomberg, Alternative Investments, Fixed Income, Asset Allocation, Investment Strategies, Business Analysis
Education
UC Davis 1994 — 1997
Bachelor of Arts (B.A.), Economics
Franklin Templeton Investments October 1997 - Present
Skills
Mutual Funds, Asset Management, Investments, Equities, Bloomberg, Alternative Investments, Fixed Income, Asset Allocation, Investment Strategies, Business Analysis
Education
UC Davis 1994 — 1997
Bachelor of Arts (B.A.), Economics
Marika Galvin Marika Galvin's Franklin Templeton Investments Experience September 1998 - December 1999
Job Office Manager & Marketing Designer
Industry Consumer Services
Experience
The Musik Nest September 2003 - Present
Stella & Dot December 2013 - Present
E*TRADE January 2000 - July 2002
Franklin Templeton Investments September 1998 - December 1999
Transcend 1996 - 1998
Skills
Outstanding Customer..., Email Marketing, Graphic Design, Training & Development, Office Management, iContact, Excel, Google Docs, Writing, Microsoft Office, Social Media, Photoshop, Editing, Facebook, Illustrator, Event Management, Customer Service, Microsoft Excel, Training, Process Scheduler, Event Planning
Education
UC Davis 1994 — 1998
B.A., Rhetoric & Communications
Monta Vista
The Musik Nest September 2003 - Present
Stella & Dot December 2013 - Present
E*TRADE January 2000 - July 2002
Franklin Templeton Investments September 1998 - December 1999
Transcend 1996 - 1998
Skills
Outstanding Customer..., Email Marketing, Graphic Design, Training & Development, Office Management, iContact, Excel, Google Docs, Writing, Microsoft Office, Social Media, Photoshop, Editing, Facebook, Illustrator, Event Management, Customer Service, Microsoft Excel, Training, Process Scheduler, Event Planning
Education
UC Davis 1994 — 1998
B.A., Rhetoric & Communications
Monta Vista
Jennifer Truong Jennifer Truong's Franklin Templeton Investments Experience 2013 - 2013
Job Senior Admissions/ Outreach Coordinator at The English Center
Industry Online Media
Experience
The English Center February 2012 - Present
Franklin Templeton Investments 2013 - 2013
Revell Communications August 2011 - February 2012
Folsom Lake College August 2011 - February 2012
Woodland Joint Unified School District August 2008 - June 2011
Goodyear Smog and Diagnostic Inc January 2005 - September 2007
Skills
Public Policy, Microsoft Office, Community Outreach, Politics, Political Campaigns, Social Media, Social Media Marketing, Social Media Outreach, Social Media Advertising, Student Outreach, Public Relations, Community Organizing, Youth Development, Marketing Communications, Market Research, Marketing, Market Analysis
Education
University of California, Davis 2007 — 2011
Bachelor of Arts; Bachelor of Arts, Communication; Asian American Studies; Social Science
The English Center February 2012 - Present
Franklin Templeton Investments 2013 - 2013
Revell Communications August 2011 - February 2012
Folsom Lake College August 2011 - February 2012
Woodland Joint Unified School District August 2008 - June 2011
Goodyear Smog and Diagnostic Inc January 2005 - September 2007
Skills
Public Policy, Microsoft Office, Community Outreach, Politics, Political Campaigns, Social Media, Social Media Marketing, Social Media Outreach, Social Media Advertising, Student Outreach, Public Relations, Community Organizing, Youth Development, Marketing Communications, Market Research, Marketing, Market Analysis
Education
University of California, Davis 2007 — 2011
Bachelor of Arts; Bachelor of Arts, Communication; Asian American Studies; Social Science
Jonathan Jair's Franklin Templeton Investments Experience July 2003 - May 2004
Job A. Vice President Permanent Staffing at Robert Half Finance & Accounting
Industry Staffing and Recruiting
Experience
Robert Half Finance & Accounting September 2014 - Present
Accountemps November 2013 - October 2014
Accountemps August 2012 - October 2013
Accountemps (Division of Robert Half Int'l) January 2012 - July 2012
G2 Tech July 2010 - April 2011
CAE Online June 2009 - June 2010
Cord Blood Registry May 2005 - April 2009
Citco 2004 - 2005
Franklin Templeton Investments July 2003 - May 2004
Skills
Recruiting, Management, Selling, Contract Negotiation, Negotiation, Customer Service, Human Resources, Account Management, Business Development, Sales, Sales Management, Leadership, CRM, Building Relationships, Staffing Services, Temporary Staffing, Cold Calling, Direct Sales, New Business Development, Budgets, Microsoft Excel, Hiring, International Sales, Product Marketing, Accounting, Sales Operations, Salesforce.com, Talent Acquisition, Solution Selling, Customer Relations, Purchasing, Finance, Program Management, Real Estate, Sourcing, Start-ups, Applicant Tracking..., College Recruiting, Cross-functional Team..., Customer Retention, Employee Relations, Forecasting, Marketing, Networking, Risk Management, Sales Process, Team Building, Buying, Consultative Selling, Budgeting
Education
University of California, Davis 2001 — 2003
B.A, Economics
Monta Vista High School 1995 — 1999
Robert Half Finance & Accounting September 2014 - Present
Accountemps November 2013 - October 2014
Accountemps August 2012 - October 2013
Accountemps (Division of Robert Half Int'l) January 2012 - July 2012
G2 Tech July 2010 - April 2011
CAE Online June 2009 - June 2010
Cord Blood Registry May 2005 - April 2009
Citco 2004 - 2005
Franklin Templeton Investments July 2003 - May 2004
Skills
Recruiting, Management, Selling, Contract Negotiation, Negotiation, Customer Service, Human Resources, Account Management, Business Development, Sales, Sales Management, Leadership, CRM, Building Relationships, Staffing Services, Temporary Staffing, Cold Calling, Direct Sales, New Business Development, Budgets, Microsoft Excel, Hiring, International Sales, Product Marketing, Accounting, Sales Operations, Salesforce.com, Talent Acquisition, Solution Selling, Customer Relations, Purchasing, Finance, Program Management, Real Estate, Sourcing, Start-ups, Applicant Tracking..., College Recruiting, Cross-functional Team..., Customer Retention, Employee Relations, Forecasting, Marketing, Networking, Risk Management, Sales Process, Team Building, Buying, Consultative Selling, Budgeting
Education
University of California, Davis 2001 — 2003
B.A, Economics
Monta Vista High School 1995 — 1999
Ryan Biggs, CFA Ryan Biggs, CFA's Franklin Templeton Investments Experience 2011 - Present
Job Equity Research Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 2011 - Present
Muhuy 2010 - 2013
CalPERS Alternative Investment Management 2008 - 2010
PEAK6 Investments LP 2005 - 2005
Education
University of California, Davis 2005 — 2009
BA, Economics
University of California, Davis 2005 — 2009
BA, Religious Studies
Franklin Templeton Investments 2011 - Present
Muhuy 2010 - 2013
CalPERS Alternative Investment Management 2008 - 2010
PEAK6 Investments LP 2005 - 2005
Education
University of California, Davis 2005 — 2009
BA, Economics
University of California, Davis 2005 — 2009
BA, Religious Studies
Kevin Amaroli's Franklin Templeton Investments Experience June 2012 - August 2012
Job Account Manager
Industry Internet
Experience
Yard Club November 2013 - Present
Franklin Templeton Investments June 2012 - August 2012
Westbrook Partners July 2011 - September 2011
Skills
Property, Real Estate, Social Media, Microsoft Excel, Databases
Education
University of California, Davis 2009 — 2013
Bachelor of Arts (B.A.), Economics
Saint Ignatius College Preparatory 2005 — 2009
Yard Club November 2013 - Present
Franklin Templeton Investments June 2012 - August 2012
Westbrook Partners July 2011 - September 2011
Skills
Property, Real Estate, Social Media, Microsoft Excel, Databases
Education
University of California, Davis 2009 — 2013
Bachelor of Arts (B.A.), Economics
Saint Ignatius College Preparatory 2005 — 2009
Kandra Staiger Kandra Staiger's Franklin Templeton Investments Experience July 2004 - November 2004
Job Commerce Infrastructure at ipsy.com
Industry Information Technology and Services
Experience
ipsy June 2015 - Present
Beau-coup Swoozies January 2014 - June 2015
Beau-coup Favors August 2012 - December 2013
CafePress Inc. 2011 - August 2012
VMware 2010 - 2010
Google March 2007 - June 2009
Google November 2004 - March 2007
Franklin Templeton Investments July 2004 - November 2004
Mervyn's July 2003 - July 2004
The Walt Disney Company April 2002 - December 2002
Skills
Analytics, Web Analytics, E-commerce, A/B testing, Google Analytics, Project Management, Microsoft Excel, Fullfillment, Conversion Optimization, Pricing, Retail, Operations Management, Customer Service, Analysis, Inventory Management, SQL, Product Management, Financial Analysis, Financial Modeling, User Experience, Online Marketing, Marketing, Tableau, Monetate, Oracle, Website Conversion, Hyperion Enterprise, SEM, Microstrategy, SEO, QuickBooks, Fulfillment Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA, Business
University of California, Los Angeles 1999 — 2003
BS, Mathematics, Economics
ipsy June 2015 - Present
Beau-coup Swoozies January 2014 - June 2015
Beau-coup Favors August 2012 - December 2013
CafePress Inc. 2011 - August 2012
VMware 2010 - 2010
Google March 2007 - June 2009
Google November 2004 - March 2007
Franklin Templeton Investments July 2004 - November 2004
Mervyn's July 2003 - July 2004
The Walt Disney Company April 2002 - December 2002
Skills
Analytics, Web Analytics, E-commerce, A/B testing, Google Analytics, Project Management, Microsoft Excel, Fullfillment, Conversion Optimization, Pricing, Retail, Operations Management, Customer Service, Analysis, Inventory Management, SQL, Product Management, Financial Analysis, Financial Modeling, User Experience, Online Marketing, Marketing, Tableau, Monetate, Oracle, Website Conversion, Hyperion Enterprise, SEM, Microstrategy, SEO, QuickBooks, Fulfillment Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA, Business
University of California, Los Angeles 1999 — 2003
BS, Mathematics, Economics
Alison Baur Alison Baur's Franklin Templeton Investments Experience 2006 - Present
Job Deputy General Counsel at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 2006 - Present
Charles Schwab 1999 - 2006
GMO 1997 - 1999
U.S. Securities and Exchange Commission 1991 - 1997
Skills
Hedge Funds, Securities, Mutual Funds, Alternative Investments, Asset Management
Education
University of California, Davis
Bachelor’s Degree
University of California, Hastings College of the Law
Juris Doctor (J.D.)
Franklin Templeton Investments 2006 - Present
Charles Schwab 1999 - 2006
GMO 1997 - 1999
U.S. Securities and Exchange Commission 1991 - 1997
Skills
Hedge Funds, Securities, Mutual Funds, Alternative Investments, Asset Management
Education
University of California, Davis
Bachelor’s Degree
University of California, Hastings College of the Law
Juris Doctor (J.D.)
Steve Hiatt's Franklin Templeton Investments Experience July 1991 - December 2004
Job
Industry Sports
Experience
California Maritime Academy August 2010 - Present
Team Hiatt June 2008 - Present
Wells Fargo Bank December 2004 - October 2009
Franklin Templeton Investments July 1991 - December 2004
Skills
Financial Services, Financial Modeling, Loans, Banking, Alternative Investments, Public Speaking, Finance, Equities, Asset Managment, Insurance, Portfolio Management, Fixed Income, Series 7, Investments
Education
University of California, Berkeley 2001 — 2004
MBA
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2004
MBA
University of California, Berkeley 1986 — 1990
BA Economics
California Maritime Academy August 2010 - Present
Team Hiatt June 2008 - Present
Wells Fargo Bank December 2004 - October 2009
Franklin Templeton Investments July 1991 - December 2004
Skills
Financial Services, Financial Modeling, Loans, Banking, Alternative Investments, Public Speaking, Finance, Equities, Asset Managment, Insurance, Portfolio Management, Fixed Income, Series 7, Investments
Education
University of California, Berkeley 2001 — 2004
MBA
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2004
MBA
University of California, Berkeley 1986 — 1990
BA Economics
Jerry Valencia's Franklin Templeton Investments Experience October 2012 - Present
Job
Industry Information Technology and Services
Experience
Franklin Templeton Investments October 2012 - Present
iStreet Solutions, LLC May 2011 - October 2012
iStreet Solutions, LLC March 2011 - May 2011
RagingWire Enterprise Solutions September 2008 - January 2011
Verizon Business ASG October 2002 - September 2008
Verizon Business 2002 - 2008
IBM Global Services March 2001 - June 2002
Franklin Templeton Investments 1998 - 2001
Skills
Project Management, Data Center, Cloud Computing, Disaster Recovery, Telecommunications, ITIL, ITIL Implementation
Education
UOP 2001 — 2003
BS, Information Technology
University of California, Davis 1994 — 1997
Livingston High School 1990 — 1994
Franklin Templeton Investments October 2012 - Present
iStreet Solutions, LLC May 2011 - October 2012
iStreet Solutions, LLC March 2011 - May 2011
RagingWire Enterprise Solutions September 2008 - January 2011
Verizon Business ASG October 2002 - September 2008
Verizon Business 2002 - 2008
IBM Global Services March 2001 - June 2002
Franklin Templeton Investments 1998 - 2001
Skills
Project Management, Data Center, Cloud Computing, Disaster Recovery, Telecommunications, ITIL, ITIL Implementation
Education
UOP 2001 — 2003
BS, Information Technology
University of California, Davis 1994 — 1997
Livingston High School 1990 — 1994
Pam Rhodes's Franklin Templeton Investments Experience 2011 - 2013
Job Marketing, Brand and Communications Consultant with Agency Optimization Expertise
Industry Marketing and Advertising
Experience
CSAA Insurance Group 2013 - Present
Trilogy Marketing Group June 2007 - Present
Select Resources International 1995 - Present
Franklin Templeton Investments 2011 - 2013
Charles Schwab 1995 - 2013
Wells Fargo 2010 - 2011
The Clorox Company 2008 - 2009
DHL Worldwide Express 1986 - 1995
Skills
Advertising, Marketing Strategy, Integrated Marketing..., Online Communications, Global Sourcing, Organizational..., concept writing, new product development, Product Management, Product Development, Marketing Communications, Direct Marketing, Agency Relationship..., Strategy, Marketing, Integrated Marketing, Management, Newsletters, Market Planning
Education
University of California, Berkeley
CSAA Insurance Group 2013 - Present
Trilogy Marketing Group June 2007 - Present
Select Resources International 1995 - Present
Franklin Templeton Investments 2011 - 2013
Charles Schwab 1995 - 2013
Wells Fargo 2010 - 2011
The Clorox Company 2008 - 2009
DHL Worldwide Express 1986 - 1995
Skills
Advertising, Marketing Strategy, Integrated Marketing..., Online Communications, Global Sourcing, Organizational..., concept writing, new product development, Product Management, Product Development, Marketing Communications, Direct Marketing, Agency Relationship..., Strategy, Marketing, Integrated Marketing, Management, Newsletters, Market Planning
Education
University of California, Berkeley
Nikki Bua's Franklin Templeton Investments Experience October 2009 - Present
Job Associate Project Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2009 - Present
Franklin Templeton Investments October 2009 - October 2009
Franklin Templeton October 2006 - June 2009
Franklin Templeton Investments April 2005 - October 2006
Skills
Analytics, Web Analytics, Email Marketing, Financial Services, Content Management, Business Analysis, Project Management, Digital Marketing, Web Content Management, Relationship Management, Product Management, Business Requirements, Vendor Management, Requirements Gathering, Marketing Automation, Marketing Communications, Program Management
Education
University of California, Davis 1991 — 1995
Bachelor's degree, English
Franklin Templeton Investments October 2009 - Present
Franklin Templeton Investments October 2009 - October 2009
Franklin Templeton October 2006 - June 2009
Franklin Templeton Investments April 2005 - October 2006
Skills
Analytics, Web Analytics, Email Marketing, Financial Services, Content Management, Business Analysis, Project Management, Digital Marketing, Web Content Management, Relationship Management, Product Management, Business Requirements, Vendor Management, Requirements Gathering, Marketing Automation, Marketing Communications, Program Management
Education
University of California, Davis 1991 — 1995
Bachelor's degree, English
Shikha Jetley's Franklin Templeton Investments Experience January 2011 - October 2013
Job Manager at Deloitte
Industry Market Research
Experience
Deloitte October 2013 - Present
Franklin Templeton Investments January 2011 - October 2013
Franklin Templeton Investments April 2008 - January 2011
SAP America February 2007 - April 2008
DIRECTV September 2006 - February 2007
ABC News June 2005 - August 2005
Skills
Marketing, Advertising, Cross-functional Team..., Public Relations, Editing, Management, Proposal Writing, Sales, New Business Development, Access, PowerPoint, Research, SAP, Web Content, Software Documentation, Market Research, Project Management, Product Management, Competitive Analysis, Business Development
Education
University of California, Davis 2002 — 2006
BA, Economics, Communication
Deloitte October 2013 - Present
Franklin Templeton Investments January 2011 - October 2013
Franklin Templeton Investments April 2008 - January 2011
SAP America February 2007 - April 2008
DIRECTV September 2006 - February 2007
ABC News June 2005 - August 2005
Skills
Marketing, Advertising, Cross-functional Team..., Public Relations, Editing, Management, Proposal Writing, Sales, New Business Development, Access, PowerPoint, Research, SAP, Web Content, Software Documentation, Market Research, Project Management, Product Management, Competitive Analysis, Business Development
Education
University of California, Davis 2002 — 2006
BA, Economics, Communication
Amelia Lee, CPA's Franklin Templeton Investments Experience March 2014 - Present
Job Charles River Rule Management Global Portfolio and Corporate Services at Franklin Templeton Investments
Industry Accounting
Experience
Franklin Templeton Investments March 2014 - Present
Franklin Templeton Investments May 2010 - March 2014
East West Bank (Formerly United Commercial Bank) November 2005 - May 2010
State Street Bank September 2001 - November 2005
Charles Schwab 2000 - 2000
Skills
Financial Reporting, Accounting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Cash Management, Banking, Treasury Management, Account Reconciliation, Cash Flow, Risk Management, PeopleSoft, Charles River
Education
University of California, Davis
BS, Managerial Economics
Franklin Templeton Investments March 2014 - Present
Franklin Templeton Investments May 2010 - March 2014
East West Bank (Formerly United Commercial Bank) November 2005 - May 2010
State Street Bank September 2001 - November 2005
Charles Schwab 2000 - 2000
Skills
Financial Reporting, Accounting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Cash Management, Banking, Treasury Management, Account Reconciliation, Cash Flow, Risk Management, PeopleSoft, Charles River
Education
University of California, Davis
BS, Managerial Economics
Holly Gibson Brady's Franklin Templeton Investments Experience 1990 - Present
Job Vice President of Corporate Communications & Corporate Citizenship
Industry Investment Management
Experience
Franklin Templeton March 2003 - Present
Franklin Templeton Investments 1990 - Present
Skills
Corporate Communications, Community Relations..., Internal & External..., Executive..., Crisis Communications, Crisis Communications..., Educational Fundraising, Planning & Execution of..., Media Skills Training, Corporate Videos, corporate archives, Vendor Management, Investment Strategies, Strategic Communications, Internal Communications, Thought Leadership, Communications Planning, Media Relations, Marketing Communications, Investor Relations, Public Speaking, Management, Asset Management, Mutual Funds, Social Media Marketing, Leadership, Strategy, Investments, Strategic Planning
Education
University of California, Davis 1985 — 1990
University of California, Davis
Franklin Templeton March 2003 - Present
Franklin Templeton Investments 1990 - Present
Skills
Corporate Communications, Community Relations..., Internal & External..., Executive..., Crisis Communications, Crisis Communications..., Educational Fundraising, Planning & Execution of..., Media Skills Training, Corporate Videos, corporate archives, Vendor Management, Investment Strategies, Strategic Communications, Internal Communications, Thought Leadership, Communications Planning, Media Relations, Marketing Communications, Investor Relations, Public Speaking, Management, Asset Management, Mutual Funds, Social Media Marketing, Leadership, Strategy, Investments, Strategic Planning
Education
University of California, Davis 1985 — 1990
University of California, Davis
Aaron Boyd's Franklin Templeton Investments Experience July 2015 - Present
Job Senior Executive Compensation Consultant at Franklin Templeton Investments
Industry Information Services
Experience
Franklin Templeton Investments July 2015 - Present
Skills
Research, Annual Reports, Technical Writing, Executive Compensation, Media Relations, Executive Pay, Equities, Recruiting, Team Management, Off-shore Team..., Strategic Planning, Leadership, SaaS, Consulting, Data Analysis, Program Management, Corporate Governance, Microsoft Excel, Strategy, Salesforce.com, Training, Analysis, Management, Market Research, Analytics, Online Marketing
Education
University of California, Berkeley, Haas School of Business 2015 — 2018
Master of Business Administration (MBA)
University of California, Davis 2002 — 2006
Bachelor's of Science
Franklin Templeton Investments July 2015 - Present
Skills
Research, Annual Reports, Technical Writing, Executive Compensation, Media Relations, Executive Pay, Equities, Recruiting, Team Management, Off-shore Team..., Strategic Planning, Leadership, SaaS, Consulting, Data Analysis, Program Management, Corporate Governance, Microsoft Excel, Strategy, Salesforce.com, Training, Analysis, Management, Market Research, Analytics, Online Marketing
Education
University of California, Berkeley, Haas School of Business 2015 — 2018
Master of Business Administration (MBA)
University of California, Davis 2002 — 2006
Bachelor's of Science
Sarah Rizk's Franklin Templeton Investments Experience December 2002 - Present
Job Marketing Specialist at Franklin Templeton Investments
Industry Marketing and Advertising
Experience
Franklin Templeton Investments December 2002 - Present
Skills
Marketing Communications, Marketing Strategy, Mutual Funds, Social Media Marketing, Digital Marketing, Financial Services, Social Media, Project Management, Strategy, Microsoft Office, Advertising
Education
University of California, Davis 1999 — 2001
Bachelor's degree, History
University of California, Davis
History, History
Franklin Templeton Investments December 2002 - Present
Skills
Marketing Communications, Marketing Strategy, Mutual Funds, Social Media Marketing, Digital Marketing, Financial Services, Social Media, Project Management, Strategy, Microsoft Office, Advertising
Education
University of California, Davis 1999 — 2001
Bachelor's degree, History
University of California, Davis
History, History
Andrew McComas's Franklin Templeton Investments Experience November 2007 - Present
Job Sr. Financial Systems Analyst focused on Business Intelligence/Reporting
Industry Financial Services
Experience
Franklin Templeton Investments November 2007 - Present
Franklin Templeton Investments April 2006 - November 2007
Franklin Templeton Investments August 2005 - April 2006
Franklin Templeton Investments June 2000 - August 2005
Franklin Templeton Investments July 1998 - June 2000
Merrill Lynch March 1996 - April 1998
Skills
Powerplay, Analysis Studio, Transformer, Cognos, SQL, VBA, Access, Cubes, Business Intelligence, HTML, Access Manager, Windows, Cognos Report Studio, Query Studio, Dashboard, Databases, Business Intelligence..., Toad, Event Studio, Database Design, Analysis, Business Analysis
Education
UC Davis Extension 2004 — 2006
Information Technology Management Certificate, with a Concentration in Database Management.
University of California, Davis 1991 — 1995
BS, Agricultural Economics, with special emphasis in Managerial Economics.
Fremont HIgh school 1984 — 1988
Franklin Templeton Investments November 2007 - Present
Franklin Templeton Investments April 2006 - November 2007
Franklin Templeton Investments August 2005 - April 2006
Franklin Templeton Investments June 2000 - August 2005
Franklin Templeton Investments July 1998 - June 2000
Merrill Lynch March 1996 - April 1998
Skills
Powerplay, Analysis Studio, Transformer, Cognos, SQL, VBA, Access, Cubes, Business Intelligence, HTML, Access Manager, Windows, Cognos Report Studio, Query Studio, Dashboard, Databases, Business Intelligence..., Toad, Event Studio, Database Design, Analysis, Business Analysis
Education
UC Davis Extension 2004 — 2006
Information Technology Management Certificate, with a Concentration in Database Management.
University of California, Davis 1991 — 1995
BS, Agricultural Economics, with special emphasis in Managerial Economics.
Fremont HIgh school 1984 — 1988
Dylan Sanderson's Franklin Templeton Investments Experience December 2008 - Present
Job Portfolio Manager at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments December 2008 - Present
Franklin Templeton Investments June 2007 - November 2008
Franklin Templeton Investments September 2005 - May 2007
Franklin Templeton Investments July 2003 - August 2005
CalPERS March 2002 - June 2003
Hewlett-Packard June 2001 - July 2002
Skills
Portfolio Management, Investments, Municipal Bonds, Fixed Income, Mutual Funds, Asset Management, Bloomberg, Investment Management, Bloomberg Terminal
Education
University of California, Davis 1999 — 2003
Bachelor of Science (BS), Business/Managerial Economics
Franklin Templeton Investments December 2008 - Present
Franklin Templeton Investments June 2007 - November 2008
Franklin Templeton Investments September 2005 - May 2007
Franklin Templeton Investments July 2003 - August 2005
CalPERS March 2002 - June 2003
Hewlett-Packard June 2001 - July 2002
Skills
Portfolio Management, Investments, Municipal Bonds, Fixed Income, Mutual Funds, Asset Management, Bloomberg, Investment Management, Bloomberg Terminal
Education
University of California, Davis 1999 — 2003
Bachelor of Science (BS), Business/Managerial Economics
Saeed Daroogheha's Franklin Templeton Investments Experience February 2013 - 2014
Job Quantitative analyst at Asset Management
Industry Capital Markets
Experience
Franklin Templeton Investments February 2013 - 2014
Soren Asset Management October 2008 - December 2012
Bayswater Asset Management September 2007 - August 2008
BNP Paribas September 2006 - January 2007
Skills
Global Tactical Asset..., Systematic Fundamental..., Volatility and..., Quantitative Portfolio..., Superior Presentation..., Innovative..., Global Exchange Trading, Equities, Quantitative Finance, Hedge Funds, Derivatives, Finance, Fixed Income, Financial Modeling, Asset Management, Valuation, Options
Education
University of California, Berkeley - Walter A. Haas School of Business
Master of Financial Engineering
University of California, Davis
Doctor of Philosophy (Ph.D.), Mechanical and Aeronautical Engineering
Villanova University
Master of Science in Mechanical Engineering
K.N.T. University of Technology, Tehran, Iran
Bachelor of Science in Mechanical Engineering
Franklin Templeton Investments February 2013 - 2014
Soren Asset Management October 2008 - December 2012
Bayswater Asset Management September 2007 - August 2008
BNP Paribas September 2006 - January 2007
Skills
Global Tactical Asset..., Systematic Fundamental..., Volatility and..., Quantitative Portfolio..., Superior Presentation..., Innovative..., Global Exchange Trading, Equities, Quantitative Finance, Hedge Funds, Derivatives, Finance, Fixed Income, Financial Modeling, Asset Management, Valuation, Options
Education
University of California, Berkeley - Walter A. Haas School of Business
Master of Financial Engineering
University of California, Davis
Doctor of Philosophy (Ph.D.), Mechanical and Aeronautical Engineering
Villanova University
Master of Science in Mechanical Engineering
K.N.T. University of Technology, Tehran, Iran
Bachelor of Science in Mechanical Engineering
Andrea Fujii's Franklin Templeton Investments Experience 2005 - 2009
Job Investments Marketing Professional
Industry Financial Services
Experience
Fiduciary Trust Company International Marketing ManagerFiduciary Trust Company International2009 - Present
Franklin Templeton Investments 2005 - 2009
Charles Schwab & Co., inc. 1993 - 2001
Skills
Marketing, Mutual Funds, Business Analysis
Education
University of California, Davis
Fiduciary Trust Company International Marketing ManagerFiduciary Trust Company International2009 - Present
Franklin Templeton Investments 2005 - 2009
Charles Schwab & Co., inc. 1993 - 2001
Skills
Marketing, Mutual Funds, Business Analysis
Education
University of California, Davis
Grant Bowers's Franklin Templeton Investments Experience 1993 - Present
Job Vice President Portfolio Manager at Franklin Templeton
Industry Investment Management
Experience
Franklin Templeton Investments 1993 - Present
Skills
Equities, Portfolio Management, Fixed Income, Asset Managment, Mutual Funds, Alternative Investments, Asset Management, Equity Research, Investments
Education
University of California, Davis 1990 — 1993
Franklin Templeton Investments 1993 - Present
Skills
Equities, Portfolio Management, Fixed Income, Asset Managment, Mutual Funds, Alternative Investments, Asset Management, Equity Research, Investments
Education
University of California, Davis 1990 — 1993
Daniel Zimmer, MSA's Franklin Templeton Investments Experience April 2015 - Present
Job Advisor Consultant (Internal Wholesaler) at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2015 - Present
Franklin Templeton Investments January 2015 - Present
Franklin Templeton Investments January 2014 - December 2014
CBRE April 2013 - January 2014
TD Ameritrade May 2010 - April 2013
Grenz Insurance Company December 2007 - May 2010
Mass Mutual January 2006 - December 2007
Skills
IRA's, Retirement Planning, Retirement, Mutual Funds, Stocks, Analyst, Financial Analysis, Finance, Equities, Financial Planning, Portfolio Management, Asset Management, Wealth Management, Financial Services, Investments, Leadership, Series 7, Analysis
Education
Creighton University 2010 — 2012
Masters of Security Analysis and Portfolio Management, Finance
University of California, Davis 2001 — 2006
B.A, Art History and East Asian Studies
Franklin Templeton Investments April 2015 - Present
Franklin Templeton Investments January 2015 - Present
Franklin Templeton Investments January 2014 - December 2014
CBRE April 2013 - January 2014
TD Ameritrade May 2010 - April 2013
Grenz Insurance Company December 2007 - May 2010
Mass Mutual January 2006 - December 2007
Skills
IRA's, Retirement Planning, Retirement, Mutual Funds, Stocks, Analyst, Financial Analysis, Finance, Equities, Financial Planning, Portfolio Management, Asset Management, Wealth Management, Financial Services, Investments, Leadership, Series 7, Analysis
Education
Creighton University 2010 — 2012
Masters of Security Analysis and Portfolio Management, Finance
University of California, Davis 2001 — 2006
B.A, Art History and East Asian Studies
Rosehannah Hewitt's Franklin Templeton Investments Experience June 2005 - August 2008
Job CPA
Industry Accounting
Experience
Franklin Templeton Group August 2008 - January 2011
Franklin Templeton Investments June 2005 - August 2008
Franklin Templeton Investments June 2004 - June 2005
Franklin Templeton June 2003 - June 2004
Skills
Accounting, Analysis, Equities, Financial Accounting, Financial Analysis, Financial Reporting, Fund Accounting, General Ledger, Internal Controls, Mutual Funds, NAV, Microsoft Excel
Education
California State University-Sacramento 2006 — 2008
Master of Science (MS), Accounting
University of California, Davis 1999 — 2003
B.S., Managerial Economics
Franklin Templeton Group August 2008 - January 2011
Franklin Templeton Investments June 2005 - August 2008
Franklin Templeton Investments June 2004 - June 2005
Franklin Templeton June 2003 - June 2004
Skills
Accounting, Analysis, Equities, Financial Accounting, Financial Analysis, Financial Reporting, Fund Accounting, General Ledger, Internal Controls, Mutual Funds, NAV, Microsoft Excel
Education
California State University-Sacramento 2006 — 2008
Master of Science (MS), Accounting
University of California, Davis 1999 — 2003
B.S., Managerial Economics
Ky Dong's Franklin Templeton Investments Experience June 2011 - Present
Job Senior Complex Securities Specialist at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2011 - Present
Franklin Templeton Investments June 2005 - June 2011
E*TRADE Financial 2000 - 2005
Skills
Derivatives, Middle Office, Fixed Income, Equities, Securities, Collateral Management, Mutual Funds, FX Options, Asset Managment, Swaps, Alternative Investments, Equity Derivatives, Hedge Funds, Back Office, Options, Emerging Markets, Dodd-Frank, Settlement, Financial Services, Asset Management, Electronic Trading
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Franklin Templeton Investments June 2011 - Present
Franklin Templeton Investments June 2005 - June 2011
E*TRADE Financial 2000 - 2005
Skills
Derivatives, Middle Office, Fixed Income, Equities, Securities, Collateral Management, Mutual Funds, FX Options, Asset Managment, Swaps, Alternative Investments, Equity Derivatives, Hedge Funds, Back Office, Options, Emerging Markets, Dodd-Frank, Settlement, Financial Services, Asset Management, Electronic Trading
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Nick McFarland's Franklin Templeton Investments Experience June 2007 - August 2007
Job Assistant Portfolio Manager at Steelhead Partners
Industry Investment Management
Experience
Steelhead Partners, LLC August 2014 - Present
Steelhead Partners, LLC July 2008 - Present
Lumen Advisors September 2007 - May 2008
Franklin Templeton Investments June 2007 - August 2007
Odyssey Value Advisors January 2007 - June 2007
Russell Investment Group December 2000 - August 2006
Rotella Capital Management July 2004 - July 2005
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Trading, Equities, Valuation, Bonds, Financial Modeling, Mutual Funds, Asset Management, Bloomberg, Investments
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2008
MBA
University of Puget Sound 1996 — 2000
Bachelor of Arts (B.A.), Business Leadership (Finance)
Steelhead Partners, LLC August 2014 - Present
Steelhead Partners, LLC July 2008 - Present
Lumen Advisors September 2007 - May 2008
Franklin Templeton Investments June 2007 - August 2007
Odyssey Value Advisors January 2007 - June 2007
Russell Investment Group December 2000 - August 2006
Rotella Capital Management July 2004 - July 2005
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Trading, Equities, Valuation, Bonds, Financial Modeling, Mutual Funds, Asset Management, Bloomberg, Investments
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2008
MBA
University of Puget Sound 1996 — 2000
Bachelor of Arts (B.A.), Business Leadership (Finance)
Nelson Kong's Franklin Templeton Investments Experience January 2010 - Present
Job Supervisor Financial Systems at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments January 2010 - Present
Franklin Templeton Investments January 2008 - December 2009
Franklin Templeton Investments 2000 - 2008
KASPICK & CO., LLC January 1996 - January 2000
Wells Fargo January 1995 - January 1996
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Franklin Templeton Investments January 2010 - Present
Franklin Templeton Investments January 2008 - December 2009
Franklin Templeton Investments 2000 - 2008
KASPICK & CO., LLC January 1996 - January 2000
Wells Fargo January 1995 - January 1996
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Jean Flournoy Korinke's Franklin Templeton Investments Experience July 2001 - April 2002
Job Director of Development at UC Davis University Library
Industry Fund-Raising
Experience
UC Davis University Library July 2013 - Present
UC Davis School of Law July 2008 - June 2013
UC Davis School of Law April 2006 - June 2008
League of California Cities April 2002 - April 2006
Californians To Protect Local Taxpayers (Yes on Prop 1A) January 2004 - December 2004
Franklin Templeton Investments July 2001 - April 2002
Context Integration March 2000 - June 2001
IBM January 1999 - March 2000
IBM March 1996 - December 1998
IBM July 1994 - March 1996
Skills
Fundraising, Leadership, Budgets, Non-profits, Community Outreach, Strategy, Public Speaking, Event Planning, Public Policy, Research, Grant Writing, Volunteer Management, Strategic Communications, Program Development, Policy Analysis, Grants, Public Relations, Annual Giving, Alumni Relations, Government, Strategic Planning, Stewardship, Marketing, Program Management, Higher Education, Philanthropy, Analysis
Education
University of California, Davis 1979 — 1983
Bachelor of Arts (B.A.), Political Science, Public Administration
UC Davis University Library July 2013 - Present
UC Davis School of Law July 2008 - June 2013
UC Davis School of Law April 2006 - June 2008
League of California Cities April 2002 - April 2006
Californians To Protect Local Taxpayers (Yes on Prop 1A) January 2004 - December 2004
Franklin Templeton Investments July 2001 - April 2002
Context Integration March 2000 - June 2001
IBM January 1999 - March 2000
IBM March 1996 - December 1998
IBM July 1994 - March 1996
Skills
Fundraising, Leadership, Budgets, Non-profits, Community Outreach, Strategy, Public Speaking, Event Planning, Public Policy, Research, Grant Writing, Volunteer Management, Strategic Communications, Program Development, Policy Analysis, Grants, Public Relations, Annual Giving, Alumni Relations, Government, Strategic Planning, Stewardship, Marketing, Program Management, Higher Education, Philanthropy, Analysis
Education
University of California, Davis 1979 — 1983
Bachelor of Arts (B.A.), Political Science, Public Administration
Diane Chui Justen's Franklin Templeton Investments Experience November 2005 - March 2008
Job Senior Product Manager, Individual Retirement Accounts (IRAs) at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2011 - Present
Charles Schwab March 2008 - June 2011
Franklin Templeton Investments November 2005 - March 2008
Franklin Templeton Investments July 2004 - November 2005
Skills
Product Management, Project Management, Marketing, Mutual Funds, Series 7, Financial Services, Portfolio Management, Investments, Relationship Management, Asset Allocation, Fixed Income, Product Marketing, Asset Managment, Equities, Alternative Investments, 401k
Education
University of California, Davis
Bachelor of Applied Science (B.A.Sc.), Economics; Managerial Economics and Leadership
Lowell High School, San Francisco
Charles Schwab June 2011 - Present
Charles Schwab March 2008 - June 2011
Franklin Templeton Investments November 2005 - March 2008
Franklin Templeton Investments July 2004 - November 2005
Skills
Product Management, Project Management, Marketing, Mutual Funds, Series 7, Financial Services, Portfolio Management, Investments, Relationship Management, Asset Allocation, Fixed Income, Product Marketing, Asset Managment, Equities, Alternative Investments, 401k
Education
University of California, Davis
Bachelor of Applied Science (B.A.Sc.), Economics; Managerial Economics and Leadership
Lowell High School, San Francisco
Kevin Carrington's Franklin Templeton Investments Experience 1992 - 1999
Job Equity Analyst at Quantum Capital Management
Industry Financial Services
Experience
Quantum Capital Management August 2014 - Present
Harmony Capital Growth Fund 2008 - 2011
Partech International 2001 - 2006
Pequot Capital 1999 - 2001
Franklin Templeton Investments 1992 - 1999
Skills
Portfolio Management, Investments, Venture Capital, Equities, Hedge Funds, Alternative Investments, Equity Research, Asset Management, Due Diligence, Valuation, Private Equity, Capital Markets, Bloomberg, Asset Allocation, Strategy, Corporate Development
Education
University of California, Berkeley - Walter A. Haas School of Business 1996 — 1998
Master of Business Administration (MBA)
Quantum Capital Management August 2014 - Present
Harmony Capital Growth Fund 2008 - 2011
Partech International 2001 - 2006
Pequot Capital 1999 - 2001
Franklin Templeton Investments 1992 - 1999
Skills
Portfolio Management, Investments, Venture Capital, Equities, Hedge Funds, Alternative Investments, Equity Research, Asset Management, Due Diligence, Valuation, Private Equity, Capital Markets, Bloomberg, Asset Allocation, Strategy, Corporate Development
Education
University of California, Berkeley - Walter A. Haas School of Business 1996 — 1998
Master of Business Administration (MBA)
Kristin Quintana's Franklin Templeton Investments Experience 2005 - 2005
Job Owner, Kuk Sool Won(tm) of Menlo Park
Industry Health, Wellness and Fitness
Experience
Kuk Sool Won(tm) of Menlo Park 2002 - Present
World Kuk Sool Association 1998 - 2012
Lawrence Livermore National Laboratory October 2005 - December 2010
Champion Strategies, Inc. February 2002 - October 2005
Franklin Templeton Investments 2005 - 2005
Stanford Linear Accelerator Center (SLAC) 1998 - 2002
Informix Software 1993 - 1997
Skills
Kuk Sool Won, Personal Training, Bully Prevention, Character Education, Martial Arts, Program Management, Training, Public Speaking, Teaching, Entrepreneurship, Personal Development, Consulting, Social Media, Coaching, Marketing, Wellness, Small Business, Leadership Development, Team Building, Leadership, Executive Coaching, Strategic Planning, Data Analysis, Recruiting, Management, Event Planning, Customer Service, Process Improvement, Fundraising, Social Media Marketing
Education
University of California, Berkeley 1988 — 1991
Bachelor of Arts (B.A.), Philosophy
Kuk Sool Won(tm) of Menlo Park 2002 - Present
World Kuk Sool Association 1998 - 2012
Lawrence Livermore National Laboratory October 2005 - December 2010
Champion Strategies, Inc. February 2002 - October 2005
Franklin Templeton Investments 2005 - 2005
Stanford Linear Accelerator Center (SLAC) 1998 - 2002
Informix Software 1993 - 1997
Skills
Kuk Sool Won, Personal Training, Bully Prevention, Character Education, Martial Arts, Program Management, Training, Public Speaking, Teaching, Entrepreneurship, Personal Development, Consulting, Social Media, Coaching, Marketing, Wellness, Small Business, Leadership Development, Team Building, Leadership, Executive Coaching, Strategic Planning, Data Analysis, Recruiting, Management, Event Planning, Customer Service, Process Improvement, Fundraising, Social Media Marketing
Education
University of California, Berkeley 1988 — 1991
Bachelor of Arts (B.A.), Philosophy
Karen (Hsieh) Tuason's Franklin Templeton Investments Experience April 2005 - December 2008
Job Investment Officer II at CalSTRS
Industry Investment Management
Experience
CalSTRS March 2012 - Present
BlackRock January 2009 - June 2011
Franklin Templeton Investments April 2005 - December 2008
Skills
Financial Analysis, Mutual Funds, Financial Reporting, Finance, Accounting, Business Analysis, Financial Accounting, Analytics, Forecasting, Data Analysis, Bloomberg, Access, Equities
Education
University of California, Davis 1999 — 2003
Bachelor of Science, Economics
CalSTRS March 2012 - Present
BlackRock January 2009 - June 2011
Franklin Templeton Investments April 2005 - December 2008
Skills
Financial Analysis, Mutual Funds, Financial Reporting, Finance, Accounting, Business Analysis, Financial Accounting, Analytics, Forecasting, Data Analysis, Bloomberg, Access, Equities
Education
University of California, Davis 1999 — 2003
Bachelor of Science, Economics
David Wiest's Franklin Templeton Investments Experience 1997 - 2000
Job Board Member at Land Park Schools Foundation
Industry Financial Services
Experience
Land Park Schools Foundation March 2014 - Present
Wells Fargo Home Mortgage April 2002 - Present
franklin templeton 1997 - 2000
Franklin Templeton Investments 1997 - 2000
Skills
Banking, Credit, FHA, Financial Analysis, Investments, Leadership, Loan Origination, Loans, Management, Marketing, Mortgage Banking, Mortgage Lending, Portfolio Management, Program Management, Real Estate, Strategic Planning, Vendor Management
Education
University of California, Davis 1992 — 1995
ba, rhetoric and communications
Land Park Schools Foundation March 2014 - Present
Wells Fargo Home Mortgage April 2002 - Present
franklin templeton 1997 - 2000
Franklin Templeton Investments 1997 - 2000
Skills
Banking, Credit, FHA, Financial Analysis, Investments, Leadership, Loan Origination, Loans, Management, Marketing, Mortgage Banking, Mortgage Lending, Portfolio Management, Program Management, Real Estate, Strategic Planning, Vendor Management
Education
University of California, Davis 1992 — 1995
ba, rhetoric and communications
Allan Bautista's Franklin Templeton Investments Experience January 2005 - October 2007
Job Trade Operations at RS Investments
Industry Investment Management
Experience
RS Investments June 2013 - July 2015
RS Investments October 2007 - May 2013
Franklin Templeton Investments January 2005 - October 2007
Franklin Templeton Investments January 2004 - December 2004
Agile Software June 2000 - December 2002
Wilson Sonsini Goodrich & Rosati January 1999 - May 2000
Skills
Bloomberg, Customer Service, Equities, Mutual Funds, Investments, Microsoft Excel, Securities, Asset Management, Portfolio Management, Banking, Microsoft Office, Leadership, Hedge Funds, Omgeo Oasys, Omgeo Alert, Charles River IMS, Omgeo CTM, Corporate Actions, Trade Settlement, DTC, International..., Trade Operations
Education
UC Davis
University of California, Davis
RS Investments June 2013 - July 2015
RS Investments October 2007 - May 2013
Franklin Templeton Investments January 2005 - October 2007
Franklin Templeton Investments January 2004 - December 2004
Agile Software June 2000 - December 2002
Wilson Sonsini Goodrich & Rosati January 1999 - May 2000
Skills
Bloomberg, Customer Service, Equities, Mutual Funds, Investments, Microsoft Excel, Securities, Asset Management, Portfolio Management, Banking, Microsoft Office, Leadership, Hedge Funds, Omgeo Oasys, Omgeo Alert, Charles River IMS, Omgeo CTM, Corporate Actions, Trade Settlement, DTC, International..., Trade Operations
Education
UC Davis
University of California, Davis
Brian Desler's Franklin Templeton Investments Experience 2005 - December 2008
Job Principal at Callan Properties
Industry Real Estate
Experience
Callan Properties December 2008 - Present
Franklin Templeton Investments 2005 - December 2008
Franklin Templeton Investments 2000 - 2005
Franklin Templeton Investments 1996 - 2000
Skills
Vendor Management, Financial Services, Program Management, Business Development, Business Analysis, Portfolio Management, Project Management, Asset Management
Education
University of California, Berkeley 1983 — 1987
Callan Properties December 2008 - Present
Franklin Templeton Investments 2005 - December 2008
Franklin Templeton Investments 2000 - 2005
Franklin Templeton Investments 1996 - 2000
Skills
Vendor Management, Financial Services, Program Management, Business Development, Business Analysis, Portfolio Management, Project Management, Asset Management
Education
University of California, Berkeley 1983 — 1987
Dana M Seabury's Franklin Templeton Investments Experience June 1996 - September 1999
Job Special Projects Division Manager at Matarozzi Pelsinger Builders
Industry Real Estate
Experience
Matarozzi Pelsinger Builders June 2012 - Present
RealPage, Inc. December 2010 - June 2012
Trinity Management Services December 2008 - December 2010
California Property Services May 2004 - October 2008
Independent Agent January 2000 - May 2004
Franklin Templeton Investments June 1996 - September 1999
Skills
Real Estate, Project Management, Negotiation, Management, Sales, Leases, Property Management, Account Management, Marketing
Education
University of California, Davis 1992 — 1996
B.A., Business, Communications, Economics
Matarozzi Pelsinger Builders June 2012 - Present
RealPage, Inc. December 2010 - June 2012
Trinity Management Services December 2008 - December 2010
California Property Services May 2004 - October 2008
Independent Agent January 2000 - May 2004
Franklin Templeton Investments June 1996 - September 1999
Skills
Real Estate, Project Management, Negotiation, Management, Sales, Leases, Property Management, Account Management, Marketing
Education
University of California, Davis 1992 — 1996
B.A., Business, Communications, Economics
Erika Zucca's Franklin Templeton Investments Experience October 2012 - Present
Job Associate Firm Marketing Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2012 - Present
Franklin Templeton Investments March 2011 - October 2012
University of California, Davis January 2010 - March 2011
Walmart.com 2007 - 2007
Skills
SAP, Marketing, Investments, Accounts Payable, Financial Analysis, Financial Services, Asset Management, Portfolio Management, Finance, Financial Modeling, Microsoft Word, PowerPoint
Education
University of California, Davis 2005 — 2009
BA, Economics, Psychology
Dixon High School
Franklin Templeton Investments October 2012 - Present
Franklin Templeton Investments March 2011 - October 2012
University of California, Davis January 2010 - March 2011
Walmart.com 2007 - 2007
Skills
SAP, Marketing, Investments, Accounts Payable, Financial Analysis, Financial Services, Asset Management, Portfolio Management, Finance, Financial Modeling, Microsoft Word, PowerPoint
Education
University of California, Davis 2005 — 2009
BA, Economics, Psychology
Dixon High School
Stacey Jonasen's Franklin Templeton Investments Experience July 1998 - Present
Job Manager, Business Continuity at Franklin Templeton Investments
Industry Management Consulting
Experience
Franklin Templeton Investments July 1998 - Present
Union Bank of California August 1988 - June 1998
Skills
Business Continuity, Testing, Disaster Recovery, SharePoint, Business Continuity..., IT Management, Incident Management, Governance, Security, Risk Management, Business Analysis, IT Strategy, Program Management, Crisis Management
Education
University of California, Berkeley 1984 — 1988
BA, English
Franklin Templeton Investments July 1998 - Present
Union Bank of California August 1988 - June 1998
Skills
Business Continuity, Testing, Disaster Recovery, SharePoint, Business Continuity..., IT Management, Incident Management, Governance, Security, Risk Management, Business Analysis, IT Strategy, Program Management, Crisis Management
Education
University of California, Berkeley 1984 — 1988
BA, English
Seonyee Sony Chung's Franklin Templeton Investments Experience October 2004 - September 2005
Job Systems Analyst
Industry Financial Services
Experience
Starbucks March 2013 - Present
Intel Corporation March 2008 - January 2009
Career Resources Development Center November 2005 - December 2007
Franklin Templeton Investments October 2004 - September 2005
Franklin Templeton Investments April 2002 - September 2004
Franklin Templeton Investments December 1999 - March 2002
Franklin Templeton Investments July 1997 - November 1999
Skills
Process Improvement, Requirements Gathering, Requirements Analysis, Cross-functional Team..., Business Process..., Visio, PMO, Business Requirements, Project Management, SharePoint, SQL, PowerPoint, Microsoft Excel, Microsoft Project, Microsoft Office
Education
University of California, Berkeley
Bachelor of Arts, Political Science and Economics
Starbucks March 2013 - Present
Intel Corporation March 2008 - January 2009
Career Resources Development Center November 2005 - December 2007
Franklin Templeton Investments October 2004 - September 2005
Franklin Templeton Investments April 2002 - September 2004
Franklin Templeton Investments December 1999 - March 2002
Franklin Templeton Investments July 1997 - November 1999
Skills
Process Improvement, Requirements Gathering, Requirements Analysis, Cross-functional Team..., Business Process..., Visio, PMO, Business Requirements, Project Management, SharePoint, SQL, PowerPoint, Microsoft Excel, Microsoft Project, Microsoft Office
Education
University of California, Berkeley
Bachelor of Arts, Political Science and Economics
Jennifer Nelson, CIMA®'s Franklin Templeton Investments Experience November 1996 - February 2006
Job Financial Advisor with The Gough Nelson Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 2012 - Present
BlackRock January 2007 - June 2011
Franklin Templeton Investments November 1996 - February 2006
Skills
401K Rollovers, Retirement Planning, Investment Strategies, Mutual Funds, 401k, Asset Managment, Separately Managed..., Equities, Fixed Income, Annuities, Insurance
Education
University of California, Davis 1990 — 1994
BA, Exercise Physiology
Castro Valley High School
Wells Fargo Advisors October 2012 - Present
BlackRock January 2007 - June 2011
Franklin Templeton Investments November 1996 - February 2006
Skills
401K Rollovers, Retirement Planning, Investment Strategies, Mutual Funds, 401k, Asset Managment, Separately Managed..., Equities, Fixed Income, Annuities, Insurance
Education
University of California, Davis 1990 — 1994
BA, Exercise Physiology
Castro Valley High School
Lori Yamaguchi's Franklin Templeton Investments Experience 1992 - 2009
Job Executive Director at Always Dream Foundation
Industry Nonprofit Organization Management
Experience
Always Dream Foundation 2011 - Present
Always Dream Foundation 2009 - 2011
Always Dream Foundation 2007 - 2009
Franklin Templeton Investments 1992 - 2009
Franklin Templeton Investments 2003 - 2006
Skills
Mutual Funds, Strategic Planning, Program Management, Investments, Asset Managment, Vendor Management, Project Management, Managerial Finance, Marketing, Fundraising, Corporate Finance, Portfolio Management, Financial Services, Budgets, Event Planning, Corporate Events, Event Management, Asset Management, Business Development, Business Strategy, Leadership, Management, Start-ups, Strategy
Education
University of California, Davis
B.S.
Always Dream Foundation 2011 - Present
Always Dream Foundation 2009 - 2011
Always Dream Foundation 2007 - 2009
Franklin Templeton Investments 1992 - 2009
Franklin Templeton Investments 2003 - 2006
Skills
Mutual Funds, Strategic Planning, Program Management, Investments, Asset Managment, Vendor Management, Project Management, Managerial Finance, Marketing, Fundraising, Corporate Finance, Portfolio Management, Financial Services, Budgets, Event Planning, Corporate Events, Event Management, Asset Management, Business Development, Business Strategy, Leadership, Management, Start-ups, Strategy
Education
University of California, Davis
B.S.
Krista Spence's Franklin Templeton Investments Experience October 2012 - Present
Job Talent Management Program Leader
Industry Financial Services
Experience
Franklin Templeton Investments October 2012 - Present
Franklin Templeton Investments July 2008 - October 2012
Franklin Templeton Investments October 2003 - June 2008
Franklin Templeton Investments September 2002 - September 2003
Franklin Templeton Investments April 2001 - August 2002
Franklin Templeton Investments August 1997 - March 2001
Franklin Templeton Investments April 1997 - July 1997
Franklin Templeton Investments July 1995 - April 1997
Franklin Templeton Investments October 1994 - June 1995
Skills
Leadership Development, Program Management, Organizational..., E-Learning, Employee Engagement, Succession Planning, Talent Management, Performance Management, Coaching, Training, Human Resources, Leadership
Education
University of California, Davis
Speech Communication and Rhetoric
Franklin Templeton Investments October 2012 - Present
Franklin Templeton Investments July 2008 - October 2012
Franklin Templeton Investments October 2003 - June 2008
Franklin Templeton Investments September 2002 - September 2003
Franklin Templeton Investments April 2001 - August 2002
Franklin Templeton Investments August 1997 - March 2001
Franklin Templeton Investments April 1997 - July 1997
Franklin Templeton Investments July 1995 - April 1997
Franklin Templeton Investments October 1994 - June 1995
Skills
Leadership Development, Program Management, Organizational..., E-Learning, Employee Engagement, Succession Planning, Talent Management, Performance Management, Coaching, Training, Human Resources, Leadership
Education
University of California, Davis
Speech Communication and Rhetoric
Christopher Natividad's Franklin Templeton Investments Experience 2005 - 2010
Job Investment Manager at Gilead Sciences
Industry Investment Management
Experience
Gilead Sciences July 2015 - Present
Braeburn Capital / Apple Inc. 2012 - 2015
Goldman Sachs 2010 - 2012
Franklin Templeton Investments 2005 - 2010
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2016
University of California, Berkeley, Haas School of Business 2000 — 2004
Gilead Sciences July 2015 - Present
Braeburn Capital / Apple Inc. 2012 - 2015
Goldman Sachs 2010 - 2012
Franklin Templeton Investments 2005 - 2010
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2016
University of California, Berkeley, Haas School of Business 2000 — 2004
Andrew Nowakowski's Franklin Templeton Investments Experience March 2012 - Present
Job Marketing Associate at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments March 2012 - Present
Franklin Templeton Investments October 2010 - March 2012
The Mark Gordon Company October 2008 - December 2008
Endgame Entertainment September 2008 - December 2008
Skills
Marketing, Analytics, Project Management, Cross-functional Team..., Advertising, Marketing Strategy, Marketing Communications, Digital Marketing, Copywriting, Creative Direction, Market Research, Competitive Analysis, Marketing Research, Analysis, Microsoft Office, HTML, CSS
Education
University of California, Berkeley 2013 — 2014
Certificate, Marketing, 4.0
University of California, Santa Barbara 2003 — 2007
BA, Film & Media Studies
Franklin Templeton Investments March 2012 - Present
Franklin Templeton Investments October 2010 - March 2012
The Mark Gordon Company October 2008 - December 2008
Endgame Entertainment September 2008 - December 2008
Skills
Marketing, Analytics, Project Management, Cross-functional Team..., Advertising, Marketing Strategy, Marketing Communications, Digital Marketing, Copywriting, Creative Direction, Market Research, Competitive Analysis, Marketing Research, Analysis, Microsoft Office, HTML, CSS
Education
University of California, Berkeley 2013 — 2014
Certificate, Marketing, 4.0
University of California, Santa Barbara 2003 — 2007
BA, Film & Media Studies
Jake Gilden's Franklin Templeton Investments Experience 2006 - 2006
Job Senior Vice President Equity Analyst at Metropolitan West Capital Management
Industry Investment Management
Experience
Metropolitan West Capital Management August 2007 - Present
Franklin Templeton Investments 2006 - 2006
Cowen and Company July 2001 - May 2005
Education
University of California, Berkeley, Haas School of Business 2005 — 2007
MBA, Business
University of Colorado Boulder - Leeds School of Business 1996 — 2000
BS, Business Administration
Metropolitan West Capital Management August 2007 - Present
Franklin Templeton Investments 2006 - 2006
Cowen and Company July 2001 - May 2005
Education
University of California, Berkeley, Haas School of Business 2005 — 2007
MBA, Business
University of Colorado Boulder - Leeds School of Business 1996 — 2000
BS, Business Administration
Karla Osorio-Sfrengeu's Franklin Templeton Investments Experience September 1995 - Present
Job SPECIALIST at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 1995 - Present
Franklin Templeton Investments September 1995 - Present
Skills
Equities, Fixed Income, Mutual Funds, Wealth Management, Investment Advisory, Bonds, Series 63, Asset Allocation, Alternative Investments, Investment Strategies, Equity Research
Education
UC Davis 1981 — 1987
Biology
Franklin Templeton Investments September 1995 - Present
Franklin Templeton Investments September 1995 - Present
Skills
Equities, Fixed Income, Mutual Funds, Wealth Management, Investment Advisory, Bonds, Series 63, Asset Allocation, Alternative Investments, Investment Strategies, Equity Research
Education
UC Davis 1981 — 1987
Biology
Fatou Ba's Franklin Templeton Investments Experience May 2008 - November 2008
Job Senior Financial Analyst, Financial planning & analysis
Industry Biotechnology
Experience
Autodesk September 2015 - Present
Autodesk July 2012 - September 2015
Google January 2011 - January 2012
Genentech Inc August 2009 - December 2010
Kaiser Permanente February 2009 - July 2009
Franklin Templeton Investments May 2008 - November 2008
Active Financial Mortgage February 2007 - February 2008
Active Financial Mortgage October 2005 - February 2007
Skills
Forecasting, Accounting, Financial Analysis, Process Improvement, Variance Analysis, Account Reconciliation
Education
University of California, Davis 2003 — 2005
BS, Managerial Economics
University of Paris I: Panthéon-Sorbonne 1998 — 2001
Bachelor of Science, Applied Mathematics
Autodesk September 2015 - Present
Autodesk July 2012 - September 2015
Google January 2011 - January 2012
Genentech Inc August 2009 - December 2010
Kaiser Permanente February 2009 - July 2009
Franklin Templeton Investments May 2008 - November 2008
Active Financial Mortgage February 2007 - February 2008
Active Financial Mortgage October 2005 - February 2007
Skills
Forecasting, Accounting, Financial Analysis, Process Improvement, Variance Analysis, Account Reconciliation
Education
University of California, Davis 2003 — 2005
BS, Managerial Economics
University of Paris I: Panthéon-Sorbonne 1998 — 2001
Bachelor of Science, Applied Mathematics
Grace Yuen's Franklin Templeton Investments Experience 2006 - 2007
Job at
Industry Financial Services
Experience
BlackRock August 2015 - Present
BlackRock August 2011 - August 2015
Conifer Securities 2010 - 2011
State Street 2007 - 2010
Franklin Templeton Investments 2006 - 2007
Skills
Finance, Account Reconciliation, Securities, Investments, Analysis, Accounting, Mutual Funds, Financial Services, Auditing, Fund Accounting, Training, Trading, Customer Service, Asset Allocation, Corporate Actions
Education
University of California, Davis
Bachelor of Arts (B.A.), Economics
BlackRock August 2015 - Present
BlackRock August 2011 - August 2015
Conifer Securities 2010 - 2011
State Street 2007 - 2010
Franklin Templeton Investments 2006 - 2007
Skills
Finance, Account Reconciliation, Securities, Investments, Analysis, Accounting, Mutual Funds, Financial Services, Auditing, Fund Accounting, Training, Trading, Customer Service, Asset Allocation, Corporate Actions
Education
University of California, Davis
Bachelor of Arts (B.A.), Economics
Raymond Riley, PMP's Franklin Templeton Investments Experience November 1996 - February 2002
Job Program Manager at Visionary Integration Professionals (VIP)
Industry Information Technology and Services
Experience
Visionary Integration Professionals (VIP) September 2015 - Present
Natoma Technologies, Inc. November 2010 - August 2015
Intel July 2010 - November 2010
McLaren Software March 2008 - March 2010
Coastline Technology Consulting, Inc. December 2005 - February 2008
Fisher Investments July 2005 - November 2005
EDFUND March 2002 - June 2005
Franklin Templeton Investments November 1996 - February 2002
Skills
Requirements Gathering, Requirements Analysis, Enterprise Software, Software Project..., Project Management, Databases, SDLC, Process Improvement, Program Management, ITIL, Data Center, Analysis, Management, Integration, Change Management, Testing, Business Intelligence, Visio, PMP, CRM, Agile Project Management, ERP, Enterprise Content..., Scrum, CMMI, Financial Analysis, Finance, Series 6
Education
University of California, Davis 1991 — 1996
B.A., English, Rhetoric & Communication (double major)
Visionary Integration Professionals (VIP) September 2015 - Present
Natoma Technologies, Inc. November 2010 - August 2015
Intel July 2010 - November 2010
McLaren Software March 2008 - March 2010
Coastline Technology Consulting, Inc. December 2005 - February 2008
Fisher Investments July 2005 - November 2005
EDFUND March 2002 - June 2005
Franklin Templeton Investments November 1996 - February 2002
Skills
Requirements Gathering, Requirements Analysis, Enterprise Software, Software Project..., Project Management, Databases, SDLC, Process Improvement, Program Management, ITIL, Data Center, Analysis, Management, Integration, Change Management, Testing, Business Intelligence, Visio, PMP, CRM, Agile Project Management, ERP, Enterprise Content..., Scrum, CMMI, Financial Analysis, Finance, Series 6
Education
University of California, Davis 1991 — 1996
B.A., English, Rhetoric & Communication (double major)
Dan Workman's Franklin Templeton Investments Experience December 2009 - Present
Job Portfolio Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2009 - Present
Franklin Templeton Investments March 2004 - Present
Skills
Mutual Funds, Fixed Income, Investments, Asset Management, Bloomberg, Portfolio Management, Municipal Bonds
Education
UC Davis 1999 — 2003
Managerial Economics
Franklin Templeton Investments December 2009 - Present
Franklin Templeton Investments March 2004 - Present
Skills
Mutual Funds, Fixed Income, Investments, Asset Management, Bloomberg, Portfolio Management, Municipal Bonds
Education
UC Davis 1999 — 2003
Managerial Economics
RAVI SEN's Franklin Templeton Investments Experience December 2004 - November 2013
Job Project Manager Finance
Industry Information Technology and Services
Experience
Cisco December 2014 - Present
Box December 2014 - January 2015
Hewlett-Packard April 2014 - October 2014
Franklin Templeton Investments December 2004 - November 2013
Skills
Strategy, Analytics, Financial Modeling, Financial Analysis, Access, Equities, Business Development, Investments, Mutual Funds, Asset Management, Equity Research, Corporate Finance, Real Estate Transactions, Computer Repair, Sales, Estate Planning, Tax Preparation, Stock Trading, Automotive Repair, Notary Public, MS Excel Pivot Tables, PowerPoint, Data Analysis, Business Strategy, Business Analysis, Cognos, SharePoint, IRIS, CRM databases, BI Publisher, Business Intelligence, SQL, Avenue, MS Access, SAP Business Objects, Stock Administration
Education
University of California, Berkeley
Bachelor of Arts (BA), Economics
University of California, Berkeley - Walter A. Haas School of Business
Minor, Business Administration (Finance concentration)
Capuchino High School
Cisco December 2014 - Present
Box December 2014 - January 2015
Hewlett-Packard April 2014 - October 2014
Franklin Templeton Investments December 2004 - November 2013
Skills
Strategy, Analytics, Financial Modeling, Financial Analysis, Access, Equities, Business Development, Investments, Mutual Funds, Asset Management, Equity Research, Corporate Finance, Real Estate Transactions, Computer Repair, Sales, Estate Planning, Tax Preparation, Stock Trading, Automotive Repair, Notary Public, MS Excel Pivot Tables, PowerPoint, Data Analysis, Business Strategy, Business Analysis, Cognos, SharePoint, IRIS, CRM databases, BI Publisher, Business Intelligence, SQL, Avenue, MS Access, SAP Business Objects, Stock Administration
Education
University of California, Berkeley
Bachelor of Arts (BA), Economics
University of California, Berkeley - Walter A. Haas School of Business
Minor, Business Administration (Finance concentration)
Capuchino High School
Charmaine Gonsalves's Franklin Templeton Investments Experience October 2014 - Present
Job Senior Compliance Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2014 - Present
Franklin Templeton Investments 2000 - September 2014
Skills
Financial Risk, Customer Service, Microsoft Office, Financial Analysis, Business Analysis, Risk Management, Banking, Strategic Planning, Investments, Finance
Education
University of California, Berkeley
Bachelor of Arts (B.A.)
Franklin Templeton Investments October 2014 - Present
Franklin Templeton Investments 2000 - September 2014
Skills
Financial Risk, Customer Service, Microsoft Office, Financial Analysis, Business Analysis, Risk Management, Banking, Strategic Planning, Investments, Finance
Education
University of California, Berkeley
Bachelor of Arts (B.A.)
Vanguard
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments