Franklin Templeton Investments
Industry: Investment management company
DescriptionFranklin Resources Inc. is an American holding company that, together with its subsidiaries, is referred to as Franklin Templeton Investments; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc. Assets under management: 753.2 billion USD (2017) Customer service: 0800 305306 CEO: Gregory E. Johnson (31 Jul 2005–) Subsidiaries: Franklin Templeton International Services SA,
Franklin Templeton Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Franklin Templeton Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Franklin Templeton Investments Employees
Employee
Years
Job
Industry
Jason Moery Jason Moery's Franklin Templeton Investments Experience 2004 - 2005
Job Financial Controller at Allied Aerofoam Products, LLC
Industry Financial Services
Experience
Controller December 2014 - Present
Self Employed January 2014 - December 2014
Group of Privately Owned Title Companies September 2009 - November 2013
Asset Management Company 2008 - 2009
Tax Accounting & Tax Law Firm 2006 - 2008
Palm Isle Mortgage 2006 - 2006
Taylor Woodrow 2006 - 2006
Franklin Templeton Investments 2004 - 2005
Skills
Small Business..., General Ledger..., QuickBooks, Microsoft Excel, Financial Modeling, Budgeting & Forecasting, Bank Reconciliation, Corporate Tax, Tax Accounting, Income Tax, Financial Analysis, Financial Reporting, Financial Statements, Statutory Audit, Financial Audits, Financial Accounting, Accounting Management, Audit Management, Project Management, Market Analysis, Derivative Trading, Data Analysis, Options Strategies, Stock Option, Index Options, Account Reconciliation, Auditing, Accounting, General Ledger
Education
University of Central Florida - College of Business Administration 2003 — 2004
Bachelor's Degree, Finance with minor in Economics, 3.5
University of Central Florida - College of Business Administration 2000 — 2003
Bachelor's Degree, Business Administration and Management, General, 3.5
Controller December 2014 - Present
Self Employed January 2014 - December 2014
Group of Privately Owned Title Companies September 2009 - November 2013
Asset Management Company 2008 - 2009
Tax Accounting & Tax Law Firm 2006 - 2008
Palm Isle Mortgage 2006 - 2006
Taylor Woodrow 2006 - 2006
Franklin Templeton Investments 2004 - 2005
Skills
Small Business..., General Ledger..., QuickBooks, Microsoft Excel, Financial Modeling, Budgeting & Forecasting, Bank Reconciliation, Corporate Tax, Tax Accounting, Income Tax, Financial Analysis, Financial Reporting, Financial Statements, Statutory Audit, Financial Audits, Financial Accounting, Accounting Management, Audit Management, Project Management, Market Analysis, Derivative Trading, Data Analysis, Options Strategies, Stock Option, Index Options, Account Reconciliation, Auditing, Accounting, General Ledger
Education
University of Central Florida - College of Business Administration 2003 — 2004
Bachelor's Degree, Finance with minor in Economics, 3.5
University of Central Florida - College of Business Administration 2000 — 2003
Bachelor's Degree, Business Administration and Management, General, 3.5
Raymond Hahn Raymond Hahn's Franklin Templeton Investments Experience February 2001 - January 2005
Job Business Executive
Industry Real Estate
Experience
Time Warner Cable Business Class May 2013 - Present
Verizon Wireless May 2012 - April 2013
Microsite Solutions February 2011 - May 2012
eAutoclub August 2009 - February 2011
AIS Media August 2006 - August 2009
DevelopMentor January 2005 - August 2006
Franklin Templeton Investments February 2001 - January 2005
Skills
Business Development, Marketing, Networking, Salesforce.com, Sales Process, Account Management, CRM, Lead Generation, Sales, Customer Service, Strategic Partnerships, Negotiation, Consulting, Direct Sales, Training, Leadership, Team Building, SaaS, Sales Operations, Strategy, Selling, Vendor Management, B2B, Program Management, Technical Support, Strategic Planning, Sales Presentations, Customer Retention, Telecommunications, Mobile Devices, Enterprise Software, Cloud Computing, Managed Services, Customer Relations, Windows, New Customer..., Problem Solving, Goldmine, Analytical Skills, Microsoft Certified..., Real Estate Marketing, Time Management, Luxury Homes, Analytical, Creative, Vendor Relations, Real Estate, MCSE
Education
University of California, Santa Barbara 1994 — 1998
BS
Computer Learning Center 2000 — 2001
AAS
Time Warner Cable Business Class May 2013 - Present
Verizon Wireless May 2012 - April 2013
Microsite Solutions February 2011 - May 2012
eAutoclub August 2009 - February 2011
AIS Media August 2006 - August 2009
DevelopMentor January 2005 - August 2006
Franklin Templeton Investments February 2001 - January 2005
Skills
Business Development, Marketing, Networking, Salesforce.com, Sales Process, Account Management, CRM, Lead Generation, Sales, Customer Service, Strategic Partnerships, Negotiation, Consulting, Direct Sales, Training, Leadership, Team Building, SaaS, Sales Operations, Strategy, Selling, Vendor Management, B2B, Program Management, Technical Support, Strategic Planning, Sales Presentations, Customer Retention, Telecommunications, Mobile Devices, Enterprise Software, Cloud Computing, Managed Services, Customer Relations, Windows, New Customer..., Problem Solving, Goldmine, Analytical Skills, Microsoft Certified..., Real Estate Marketing, Time Management, Luxury Homes, Analytical, Creative, Vendor Relations, Real Estate, MCSE
Education
University of California, Santa Barbara 1994 — 1998
BS
Computer Learning Center 2000 — 2001
AAS
Melanie Mccarthy Melanie Mccarthy's Franklin Templeton Investments Experience July 2008 - Present
Job Senior IT Project Manager at Franklin Templeton Investments
Industry Information Technology and Services
Experience
Franklin Templeton Investments July 2008 - Present
Tribridge August 2006 - January 2008
Ideal Consulting 2004 - 2007
George S May International 2004 - 2005
University Housing Services, Inc. 2002 - 2004
Sycom 2000 - 2002
Product Partners 1996 - 2000
PriceNet 1997 - 1999
Home Shopping Network 1990 - 1996
The Learning Centers USA, Inc. 1982 - 1991
Education
University of California, Los Angeles
Franklin Templeton Investments July 2008 - Present
Tribridge August 2006 - January 2008
Ideal Consulting 2004 - 2007
George S May International 2004 - 2005
University Housing Services, Inc. 2002 - 2004
Sycom 2000 - 2002
Product Partners 1996 - 2000
PriceNet 1997 - 1999
Home Shopping Network 1990 - 1996
The Learning Centers USA, Inc. 1982 - 1991
Education
University of California, Los Angeles
Alison Baumann Alison Baumann's Franklin Templeton Investments Experience July 1988 - Present
Job EVP, Global Product Strategy at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 1988 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook
Education
UCSB
Bachelor of Science (B.S.), Business Economics
University of San Francisco
Master of Business Administration (MBA), International Business
Franklin Templeton Investments July 1988 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook
Education
UCSB
Bachelor of Science (B.S.), Business Economics
University of San Francisco
Master of Business Administration (MBA), International Business
Dane Horn Dane Horn's Franklin Templeton Investments Experience July 2008 - February 2009
Job Account Executive
Industry Computer Software
Experience
Jobvite August 2014 - Present
Jobvite March 2013 - August 2014
Paradise Shave Ice March 2009 - August 2014
Wells Fargo Bank October 2012 - March 2013
iCiX (Contract) September 2009 - March 2010
Franklin Templeton Investments July 2008 - February 2009
Franklin Templeton Investments March 2006 - July 2008
Ameriprise Financial Services, Inc. July 2005 - December 2005
Skills
Account Management, Channel Sales, Client Retention, Consultative Sales, Forecasting, New Business Development, SaaS, Staff Management, Strategic Planning, Territory Development, Lead Generation, Sales Process, Customer Retention, Salesforce.com, Business Development, Customer Service, Start-ups, Sales, CRM, Management
Education
University of California, San Diego 2000 — 2004
Bachelor of Arts, Economics
Jobvite August 2014 - Present
Jobvite March 2013 - August 2014
Paradise Shave Ice March 2009 - August 2014
Wells Fargo Bank October 2012 - March 2013
iCiX (Contract) September 2009 - March 2010
Franklin Templeton Investments July 2008 - February 2009
Franklin Templeton Investments March 2006 - July 2008
Ameriprise Financial Services, Inc. July 2005 - December 2005
Skills
Account Management, Channel Sales, Client Retention, Consultative Sales, Forecasting, New Business Development, SaaS, Staff Management, Strategic Planning, Territory Development, Lead Generation, Sales Process, Customer Retention, Salesforce.com, Business Development, Customer Service, Start-ups, Sales, CRM, Management
Education
University of California, San Diego 2000 — 2004
Bachelor of Arts, Economics
Adam Spiegelman, CFP®, CLTC's Franklin Templeton Investments Experience 1998 - 2003
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2004 - Present
Northwestern Mutual September 2003 - Present
Franklin Templeton Investments 1998 - 2003
Education
University of California, Los Angeles 1993 — 1997
B.A.
Northwestern Mutual May 2004 - Present
Northwestern Mutual September 2003 - Present
Franklin Templeton Investments 1998 - 2003
Education
University of California, Los Angeles 1993 — 1997
B.A.
Malana Moberg Malana Moberg's Franklin Templeton Investments Experience 2011 - 2013
Job Marketing and Management Consultant
Industry Management Consulting
Experience
The RoMa Group April 2006 - Present
First Republic Bank September 2014 - June 2015
AssetMark March 2014 - September 2014
Franklin Templeton Investments 2011 - 2013
The Financial Women's Association of San Francisco January 2012 - December 2012
Charles Schwab 1997 - 2011
Silicon Valley Bank 2007 - 2010
San Francisco Small Business Development Center 2002 - 2009
Visa 1998 - 1999
Wells Fargo 1992 - 1997
Skills
Market Research, Segmentation, Financial Services, Product Launch, Internal Communications, Management Consulting, Marketing, Strategy, Product Marketing, Marketing Communications, Strategic Planning, Management, Start-ups, Leadership, Project Management, Marketing Strategy, Business Strategy, Training, Market Planning, Direct Marketing, Integrated Marketing, Competitive Analysis, Program Management, Business Development, Process Improvement, Market Analysis, Consulting, Product Management, Strategic Partnerships
Education
University of California, Santa Barbara 1983 — 1987
BA, Business Economics
The RoMa Group April 2006 - Present
First Republic Bank September 2014 - June 2015
AssetMark March 2014 - September 2014
Franklin Templeton Investments 2011 - 2013
The Financial Women's Association of San Francisco January 2012 - December 2012
Charles Schwab 1997 - 2011
Silicon Valley Bank 2007 - 2010
San Francisco Small Business Development Center 2002 - 2009
Visa 1998 - 1999
Wells Fargo 1992 - 1997
Skills
Market Research, Segmentation, Financial Services, Product Launch, Internal Communications, Management Consulting, Marketing, Strategy, Product Marketing, Marketing Communications, Strategic Planning, Management, Start-ups, Leadership, Project Management, Marketing Strategy, Business Strategy, Training, Market Planning, Direct Marketing, Integrated Marketing, Competitive Analysis, Program Management, Business Development, Process Improvement, Market Analysis, Consulting, Product Management, Strategic Partnerships
Education
University of California, Santa Barbara 1983 — 1987
BA, Business Economics
Mindy Rice Mindy Rice's Franklin Templeton Investments Experience November 2013 - Present
Job Advisor Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments November 2013 - Present
Franklin Templeton Investments August 2013 - October 2013
Franklin Templeton Investments August 2012 - July 2013
Outlaw Saloon December 2009 - March 2012
Mammoth Mountain Ski Area December 2006 - March 2012
Austria Hof December 2007 - December 2010
Skyline July 2007 - September 2007
Office of Edward A. Brantz December 2004 - December 2006
Skills
Sales, Customer Service, Inventory Management, Teaching, Selling, Hospitality, Staff Supervision, Sports Coaching, Staff Management, Bartending, Phone Etiquette, Word, Excel, Scheduling, Promotions
Education
University of California, San Diego 2002 — 2006
Bachelor of Science, Biology
Franklin Templeton Investments November 2013 - Present
Franklin Templeton Investments August 2013 - October 2013
Franklin Templeton Investments August 2012 - July 2013
Outlaw Saloon December 2009 - March 2012
Mammoth Mountain Ski Area December 2006 - March 2012
Austria Hof December 2007 - December 2010
Skyline July 2007 - September 2007
Office of Edward A. Brantz December 2004 - December 2006
Skills
Sales, Customer Service, Inventory Management, Teaching, Selling, Hospitality, Staff Supervision, Sports Coaching, Staff Management, Bartending, Phone Etiquette, Word, Excel, Scheduling, Promotions
Education
University of California, San Diego 2002 — 2006
Bachelor of Science, Biology
John Lundy John Lundy's Franklin Templeton Investments Experience 2005 - Present
Job VP sales, Wholesaler at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 2005 - Present
Education
University of California, Santa Barbara 1985 — 1990
Franklin Templeton Investments 2005 - Present
Education
University of California, Santa Barbara 1985 — 1990
Tess Baldwin, CMP's Franklin Templeton Investments Experience May 2014 - Present
Job Corporate Meeting and Event Planner at Franklin Templeton Investments
Industry Events Services
Experience
Franklin Templeton Investments May 2014 - Present
Experient June 2011 - April 2014
Nuclear Energy Institute 2011 - June 2011
Skills
Event Planning, Meeting Planning, Event Management, Conferences, Word, Excel, Trade Shows, Public Relations, Hospitality, Catering, Social Media, Food & Beverage, Customer Service, Budgets, Marketing, Convention Services, Microsoft Office, Strategic Planning, Contract Negotiation, Time Management, Negotiation, Management, Leadership, Corporate Events, Registration, Microsoft Word, Microsoft Excel
Education
University of Central Florida
Bachelor of Science, Event Management, Hospitality Management
Franklin Templeton Investments May 2014 - Present
Experient June 2011 - April 2014
Nuclear Energy Institute 2011 - June 2011
Skills
Event Planning, Meeting Planning, Event Management, Conferences, Word, Excel, Trade Shows, Public Relations, Hospitality, Catering, Social Media, Food & Beverage, Customer Service, Budgets, Marketing, Convention Services, Microsoft Office, Strategic Planning, Contract Negotiation, Time Management, Negotiation, Management, Leadership, Corporate Events, Registration, Microsoft Word, Microsoft Excel
Education
University of Central Florida
Bachelor of Science, Event Management, Hospitality Management
Ye Jack Chen Ye Jack Chen's Franklin Templeton Investments Experience June 2011 - September 2011
Job Junior Portfolio Manager at Signature Estate & Investment Advisors, LLC
Industry Financial Services
Experience
Signature Estate & Investment Advisors, LLC October 2014 - Present
Signature Estate & Investment Advisors, LLC July 2013 - September 2014
Signature Estate & Investment Advisors, LLC December 2012 - July 2013
Merrill Lynch June 2012 - August 2012
Franklin Templeton Investments June 2011 - September 2011
Monterey Bay International Trade Association June 2010 - August 2010
Walmart June 2007 - August 2007
Skills
Investments, Equities, Asset Allocation, Wealth Management, Microsoft Excel, Outlook, PowerPoint, Retirement Planning, Trading, Options, Analysis, Research, Financial Modeling, SharePoint, Bonds, Customer Service, Financial Analysis, Strategic Financial..., Microsoft Office, Data Analysis
Education
University of California, Los Angeles 2011 — 2013
B.S., Math/Economics
University of California, Davis 2009 — 2011
B.S. Dual Degree, Managerial Economics/Applied Statistics
Signature Estate & Investment Advisors, LLC October 2014 - Present
Signature Estate & Investment Advisors, LLC July 2013 - September 2014
Signature Estate & Investment Advisors, LLC December 2012 - July 2013
Merrill Lynch June 2012 - August 2012
Franklin Templeton Investments June 2011 - September 2011
Monterey Bay International Trade Association June 2010 - August 2010
Walmart June 2007 - August 2007
Skills
Investments, Equities, Asset Allocation, Wealth Management, Microsoft Excel, Outlook, PowerPoint, Retirement Planning, Trading, Options, Analysis, Research, Financial Modeling, SharePoint, Bonds, Customer Service, Financial Analysis, Strategic Financial..., Microsoft Office, Data Analysis
Education
University of California, Los Angeles 2011 — 2013
B.S., Math/Economics
University of California, Davis 2009 — 2011
B.S. Dual Degree, Managerial Economics/Applied Statistics
Christina Chee, CPA's Franklin Templeton Investments Experience October 2007 - January 2012
Job Sr. Accountant/Analyst at McKesson
Industry Hospital & Health Care
Experience
McKesson July 2013 - Present
QuinStreet January 2012 - July 2013
Franklin Templeton Investments October 2007 - January 2012
SVB Financial Group August 2005 - September 2007
Skills
Sarbanes-Oxley Act, General Ledger, Account Reconciliation, Variance Analysis, Tax Preparation, Financial Reporting, Financial Analysis, Revenue Recognition, Internal Controls, SEC filings, Financial Accounting, Cash Management, Auditing, Financial Statements, Corporate Finance, Consolidation, Month End Close, Deferred Revenue, Accounts..., PeopleSoft Financial, Oracle Applications, Microsoft Excel, MS Excel Pivot Tables, Process Improvement, Technical Documentation, Fixed Assets, Foreign Currency..., Intercompany..., Regulatory Filings, Sales & Use Tax, Accruals, Property Tax, US GAAP, Hyperion Enterprise, Payroll, SAP, SOX 404, Business Process..., Year-end Close, Bank Reconciliation
Education
University of California, Los Angeles
B.A., Economics, Accounting
McKesson July 2013 - Present
QuinStreet January 2012 - July 2013
Franklin Templeton Investments October 2007 - January 2012
SVB Financial Group August 2005 - September 2007
Skills
Sarbanes-Oxley Act, General Ledger, Account Reconciliation, Variance Analysis, Tax Preparation, Financial Reporting, Financial Analysis, Revenue Recognition, Internal Controls, SEC filings, Financial Accounting, Cash Management, Auditing, Financial Statements, Corporate Finance, Consolidation, Month End Close, Deferred Revenue, Accounts..., PeopleSoft Financial, Oracle Applications, Microsoft Excel, MS Excel Pivot Tables, Process Improvement, Technical Documentation, Fixed Assets, Foreign Currency..., Intercompany..., Regulatory Filings, Sales & Use Tax, Accruals, Property Tax, US GAAP, Hyperion Enterprise, Payroll, SAP, SOX 404, Business Process..., Year-end Close, Bank Reconciliation
Education
University of California, Los Angeles
B.A., Economics, Accounting
Mark Fujii Mark Fujii's Franklin Templeton Investments Experience April 1988 - March 1993
Job Vice President, Investment Communications
Industry Financial Services
Experience
American Century Investments March 2015 - Present
American Century Investments December 1998 - February 2015
Wells Fargo March 1994 - November 1998
Tetra Sales March 1993 - March 1994
Franklin Templeton Investments April 1988 - March 1993
Skills
Product Management, Fixed Income, Mutual Funds, Product Development, Asset Allocation, Product Marketing, New Product..., Asset Management, Annual Planning, Investment Management, Investment Strategies, Investment..., Integrated Marketing, Marketing Strategy, Sales & Marketing..., Wealth Management, Marketing Communications, Sales Presentations, Microsoft Office
Education
University of California, Irvine 1984 — 1989
Bachelor of Arts (B.A.), Economics
American Century Investments March 2015 - Present
American Century Investments December 1998 - February 2015
Wells Fargo March 1994 - November 1998
Tetra Sales March 1993 - March 1994
Franklin Templeton Investments April 1988 - March 1993
Skills
Product Management, Fixed Income, Mutual Funds, Product Development, Asset Allocation, Product Marketing, New Product..., Asset Management, Annual Planning, Investment Management, Investment Strategies, Investment..., Integrated Marketing, Marketing Strategy, Sales & Marketing..., Wealth Management, Marketing Communications, Sales Presentations, Microsoft Office
Education
University of California, Irvine 1984 — 1989
Bachelor of Arts (B.A.), Economics
Rick Fergerson, CPA/Financial Advisor Rick Fergerson, CPA/Financial Advisor's Franklin Templeton Investments Experience October 1995 - March 2006
Job Working with people and company's on retirement plans, investments, and financial advice.
Industry Financial Services
Experience
Fergerson Financial LLC March 2006 - Present
Fergerson Financial LLC 2006 - Present
Franklin Templeton Investments October 1995 - March 2006
PriceWaterhouseCoopers 1987 - 1995
Aesculap Instruments 1987 - 1989
Deloite Touche 1984 - 1986
Skills
Investments, Retirement, Pensions, Retirement Planning
Education
University of California, Santa Barbara 1981 — 1983
BA, Business Economics with Accounting emphasis
Fergerson Financial LLC March 2006 - Present
Fergerson Financial LLC 2006 - Present
Franklin Templeton Investments October 1995 - March 2006
PriceWaterhouseCoopers 1987 - 1995
Aesculap Instruments 1987 - 1989
Deloite Touche 1984 - 1986
Skills
Investments, Retirement, Pensions, Retirement Planning
Education
University of California, Santa Barbara 1981 — 1983
BA, Business Economics with Accounting emphasis
David Koenig, CFA, FRM David Koenig, CFA, FRM's Franklin Templeton Investments Experience 2006 - 2006
Job Chief Investment Strategist at Schwab Wealth Investment Advisory
Industry Financial Services
Experience
Charles Schwab & Co., Inc. February 2015 - Present
Russell Investments November 2012 - February 2015
Russell Investments August 2010 - November 2012
Wells Fargo Funds Management 2006 - August 2010
Franklin Templeton Investments 2006 - 2006
San Diego Union-Tribune 1997 - 2005
San Francisco Chronicle 1991 - 1996
Skills
ETFs, Mutual Funds, Alternative Investments, Series 7, Equities, Investment Strategies, Asset Managment, Asset Allocation, Hedge Funds, Investments, Portfolio Management, Fixed Income, Investment Management, Bloomberg, Series 63, Wealth Management, Uniform Combined State..., Capital Markets, Financial Modeling, Equity Research, Institutional, Institutional..., Investment Advisory, Asset Management
Education
Global Association of Risk Professionals 2009 — 2010
FRM
CFA Institute 2004 — 2006
CFA
University of California, San Diego
BA, English Literature; Minors - Economics, Philosophy
Charles Schwab & Co., Inc. February 2015 - Present
Russell Investments November 2012 - February 2015
Russell Investments August 2010 - November 2012
Wells Fargo Funds Management 2006 - August 2010
Franklin Templeton Investments 2006 - 2006
San Diego Union-Tribune 1997 - 2005
San Francisco Chronicle 1991 - 1996
Skills
ETFs, Mutual Funds, Alternative Investments, Series 7, Equities, Investment Strategies, Asset Managment, Asset Allocation, Hedge Funds, Investments, Portfolio Management, Fixed Income, Investment Management, Bloomberg, Series 63, Wealth Management, Uniform Combined State..., Capital Markets, Financial Modeling, Equity Research, Institutional, Institutional..., Investment Advisory, Asset Management
Education
Global Association of Risk Professionals 2009 — 2010
FRM
CFA Institute 2004 — 2006
CFA
University of California, San Diego
BA, English Literature; Minors - Economics, Philosophy
Victoria Marcus Victoria Marcus's Franklin Templeton Investments Experience July 2015 - Present
Job Futures Associate at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 2015 - Present
Franklin Templeton Investments January 2015 - June 2015
Economics and Business Student Association June 2014 - June 2015
Franklin Templeton Investments June 2014 - September 2014
VM Concept June 2012 - September 2012
VM Concept June 2011 - September 2011
Skills
Teamwork, Public Speaking, Leadership, Research, Management, Microsoft Word, Microsoft Office, PowerPoint, Analysis, Microsoft Excel, International Relations, Customer Service, Microsoft Powerpoint, Photoshop Elements, Google Analytics, Google Adwords, CRM: Salesforce, Social Media, Statistics, Social Networking, Graphic Design, Economics, Marketing
Education
University of California, Davis 2011 — 2015
Bachelor's Degree, Double Major: Economics and International Relations
Hong Kong University 2013 — 2013
Hong Kong, China, Hong Kong Politics and Relations
Franklin Templeton Investments July 2015 - Present
Franklin Templeton Investments January 2015 - June 2015
Economics and Business Student Association June 2014 - June 2015
Franklin Templeton Investments June 2014 - September 2014
VM Concept June 2012 - September 2012
VM Concept June 2011 - September 2011
Skills
Teamwork, Public Speaking, Leadership, Research, Management, Microsoft Word, Microsoft Office, PowerPoint, Analysis, Microsoft Excel, International Relations, Customer Service, Microsoft Powerpoint, Photoshop Elements, Google Analytics, Google Adwords, CRM: Salesforce, Social Media, Statistics, Social Networking, Graphic Design, Economics, Marketing
Education
University of California, Davis 2011 — 2015
Bachelor's Degree, Double Major: Economics and International Relations
Hong Kong University 2013 — 2013
Hong Kong, China, Hong Kong Politics and Relations
Nikita Nathan's Franklin Templeton Investments Experience July 2015 - Present
Job Futures Associate at Franklin Templeton Investments
Industry Marketing and Advertising
Experience
Franklin Templeton Investments July 2015 - Present
Ad.net March 2015 - June 2015
The TJX Companies, Inc. June 2014 - August 2014
AXA Advisors September 2013 - December 2013
UCLA Daily Bruin April 2012 - June 2012
Skills
Research, Teamwork, PowerPoint, Microsoft Excel, InDesign, Microsoft Word, Facebook, Social Media, Digital Marketing, Advertising, Photoshop, Microsoft Office, Management, Marketing
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Economics
Franklin Templeton Investments July 2015 - Present
Ad.net March 2015 - June 2015
The TJX Companies, Inc. June 2014 - August 2014
AXA Advisors September 2013 - December 2013
UCLA Daily Bruin April 2012 - June 2012
Skills
Research, Teamwork, PowerPoint, Microsoft Excel, InDesign, Microsoft Word, Facebook, Social Media, Digital Marketing, Advertising, Photoshop, Microsoft Office, Management, Marketing
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Economics
Lee Warner Lee Warner's Franklin Templeton Investments Experience February 2001 - May 2008
Job Director of Marketing at Data911
Industry
Experience
Data911 June 2008 - Present
Franklin Templeton Investments February 2001 - May 2008
Skills
Online Marketing, SEO, Product Marketing, Email Marketing, Marketing Strategy, Web Content Management, Trade Shows, Marketing, Advertising, Management, Product Management, Competitive Analysis, Strategic Partnerships, B2B Marketing, Lead Generation
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics
Data911 June 2008 - Present
Franklin Templeton Investments February 2001 - May 2008
Skills
Online Marketing, SEO, Product Marketing, Email Marketing, Marketing Strategy, Web Content Management, Trade Shows, Marketing, Advertising, Management, Product Management, Competitive Analysis, Strategic Partnerships, B2B Marketing, Lead Generation
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics
Alli (Zaro) Fitzgerald's Franklin Templeton Investments Experience 1993 - 1997
Job Chief Financial Officer at SecuriCheck
Industry Research
Experience
Sparks June 2014 - Present
SecuriCheck January 2008 - Present
Edgile, Inc. September 2005 - April 2008
SunTrust Bank 1999 - 2004
Deloitte & Touche Tax Technologies April 1998 - August 1998
Franklin Templeton Investments 1993 - 1997
Skills
Strategic Planning, Financial Analysis, Microsoft Excel, Marketing Strategy, Microsoft Office, Business Strategy, Marketing, Customer Service, Process Improvement, PowerPoint, Investments, Management, Finance, Fundraising, Nonprofits, Banking, Recruiting
Education
Vanderbilt University - Owen Graduate School of Management 1997 — 1999
MBA, Finance/Marketing
University of California, Santa Barbara 1989 — 1993
BA, Political Science
Aragon High School
Sparks June 2014 - Present
SecuriCheck January 2008 - Present
Edgile, Inc. September 2005 - April 2008
SunTrust Bank 1999 - 2004
Deloitte & Touche Tax Technologies April 1998 - August 1998
Franklin Templeton Investments 1993 - 1997
Skills
Strategic Planning, Financial Analysis, Microsoft Excel, Marketing Strategy, Microsoft Office, Business Strategy, Marketing, Customer Service, Process Improvement, PowerPoint, Investments, Management, Finance, Fundraising, Nonprofits, Banking, Recruiting
Education
Vanderbilt University - Owen Graduate School of Management 1997 — 1999
MBA, Finance/Marketing
University of California, Santa Barbara 1989 — 1993
BA, Political Science
Aragon High School
Linda Ly's Franklin Templeton Investments Experience April 2014 - Present
Job Manager of Financial Reporting at Franklin Templeton Investments
Industry Accounting
Experience
Franklin Templeton Investments April 2014 - Present
BRE Properties December 2013 - April 2014
BRE Properties August 2011 - December 2013
KPMG LLP September 2007 - September 2010
Skills
Financial Analysis, Microsoft Excel, SEC Financial Reporting, XBRL, Auditing, Financial Reporting, Accounting, Financial Modeling, Microsoft Word, Research, Microsoft Office, Project Management, Forecasting, Customer Service, Internal Controls, Sarbanes-Oxley Act, GAAP, Financial Accounting, SEC filings, Finance, External Audit, Variance Analysis, US GAAP, Financial Statements, Tax, Budget Process, Real Estate, Hyperion Enterprise, Essbase
Education
University of California, Los Angeles 2003 — 2007
Bachelors, Business Economics and Minor in Accounting and Asian American Studies
University of California, Siena Study Center 2007 — 2007
Italian Language and Culture
University of International Relations-Center for International Education 2010 — 2011
Chinese Language and Culture
Franklin Templeton Investments April 2014 - Present
BRE Properties December 2013 - April 2014
BRE Properties August 2011 - December 2013
KPMG LLP September 2007 - September 2010
Skills
Financial Analysis, Microsoft Excel, SEC Financial Reporting, XBRL, Auditing, Financial Reporting, Accounting, Financial Modeling, Microsoft Word, Research, Microsoft Office, Project Management, Forecasting, Customer Service, Internal Controls, Sarbanes-Oxley Act, GAAP, Financial Accounting, SEC filings, Finance, External Audit, Variance Analysis, US GAAP, Financial Statements, Tax, Budget Process, Real Estate, Hyperion Enterprise, Essbase
Education
University of California, Los Angeles 2003 — 2007
Bachelors, Business Economics and Minor in Accounting and Asian American Studies
University of California, Siena Study Center 2007 — 2007
Italian Language and Culture
University of International Relations-Center for International Education 2010 — 2011
Chinese Language and Culture
Michelle(Hui) Xian Michelle(Hui) Xian's Franklin Templeton Investments Experience April 2014 - Present
Job Tax Supervisor at Franklin Templeton Investments
Industry Accounting
Experience
Franklin Templeton Investments April 2014 - Present
PACCAR October 2012 - March 2014
Deloitte Tax LLP August 2009 - October 2012
DeloitteTax LLP August 2008 - August 2009
Skills
CPA, Tax, Tax Research, Corporate Tax, Income Tax, Tax Accounting
Education
University of Colorado at Boulder 2006 — 2008
Master, Accounting
Franklin Templeton Investments April 2014 - Present
PACCAR October 2012 - March 2014
Deloitte Tax LLP August 2009 - October 2012
DeloitteTax LLP August 2008 - August 2009
Skills
CPA, Tax, Tax Research, Corporate Tax, Income Tax, Tax Accounting
Education
University of Colorado at Boulder 2006 — 2008
Master, Accounting
Adam Berenstein Adam Berenstein's Franklin Templeton Investments Experience 2004 - 2009
Job ResultsDriven, CustomerFocused Marketing Professional
Industry Marketing and Advertising
Experience
NileGuide January 2011 - June 2011
Youth Business America, Inc March 2010 - September 2010
Franklin Templeton December 2003 - February 2009
Franklin Templeton Investments 2004 - 2009
Global Wine Company 2002 - 2003
Logitech 2001 - 2002
Fogdog Sports 1999 - 2001
MySoftware Co 1996 - 1999
Skills
E-commerce, Marketing, Product Management, Financial Services, Start-ups, Direct Marketing, Database Marketing, Salesforce.com, Online Advertising, Customer Acquisition, Web Analytics, Outsourcing, Product Marketing, Analysis, Customer Retention, Integrated Marketing, CRM, Management
Education
University of San Francisco - School of Management 1994 — 1996
MBA, Finance, Management
University of California, Santa Barbara 1986 — 1990
BA, History
NileGuide January 2011 - June 2011
Youth Business America, Inc March 2010 - September 2010
Franklin Templeton December 2003 - February 2009
Franklin Templeton Investments 2004 - 2009
Global Wine Company 2002 - 2003
Logitech 2001 - 2002
Fogdog Sports 1999 - 2001
MySoftware Co 1996 - 1999
Skills
E-commerce, Marketing, Product Management, Financial Services, Start-ups, Direct Marketing, Database Marketing, Salesforce.com, Online Advertising, Customer Acquisition, Web Analytics, Outsourcing, Product Marketing, Analysis, Customer Retention, Integrated Marketing, CRM, Management
Education
University of San Francisco - School of Management 1994 — 1996
MBA, Finance, Management
University of California, Santa Barbara 1986 — 1990
BA, History
David Vallon's Franklin Templeton Investments Experience July 1997 - February 1999
Job SVP, CCO at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management March 2005 - Present
Charles Schwab Investment Management August 2002 - March 2005
Wells Fargo Funds Management, LLC February 1999 - August 2002
Franklin Templeton Investments July 1997 - February 1999
Skills
Series 7, Securities, Mutual Funds, Financial Services, Investments, Portfolio Management, Program Management, Auditing, Internal Controls, Internal Audit, Policy, SEC, Training, Governance, Trading, Due Diligence, Compliance, CFTC, AML
Education
UC Irvine
Bachelor of Arts, Political Science
Natixis Global Asset Management March 2005 - Present
Charles Schwab Investment Management August 2002 - March 2005
Wells Fargo Funds Management, LLC February 1999 - August 2002
Franklin Templeton Investments July 1997 - February 1999
Skills
Series 7, Securities, Mutual Funds, Financial Services, Investments, Portfolio Management, Program Management, Auditing, Internal Controls, Internal Audit, Policy, SEC, Training, Governance, Trading, Due Diligence, Compliance, CFTC, AML
Education
UC Irvine
Bachelor of Arts, Political Science
Kristen Schiltz, CFA Kristen Schiltz, CFA's Franklin Templeton Investments Experience June 2008 - Present
Job Research Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2008 - Present
Franklin Templeton Investments July 2006 - June 2008
Skills
Bonds, Bloomberg
Education
University of California, Santa Barbara 2002 — 2006
BA, Business Economics w/ an emphasis in Accounting
Franklin Templeton Investments June 2008 - Present
Franklin Templeton Investments July 2006 - June 2008
Skills
Bonds, Bloomberg
Education
University of California, Santa Barbara 2002 — 2006
BA, Business Economics w/ an emphasis in Accounting
Caroline Latham's Franklin Templeton Investments Experience March 2013 - March 2014
Job Sales Professional
Industry Pharmaceuticals
Experience
Linden Care March 2014 - Present
Franklin Templeton Investments March 2013 - March 2014
Level Talent Group August 2012 - December 2012
KAEGAN Corporation August 2011 - July 2012
Golf Channel April 2011 - August 2011
Lockheed Martin/UCF Co-op July 2010 - April 2011
Clear Channel Radio December 2009 - May 2010
Skills
Facebook, Social Media Marketing, Social Media, Event Planning, Brand Awareness, PowerPoint, Advertising, Event Management, Marketing, Social Networking, Public Relations, Radio, Analysis, Microsoft Excel, Proposal Writing, Research, Microsoft Office
Education
University of Central Florida 2007 — 2011
BSBA, Marketing and Finance
Linden Care March 2014 - Present
Franklin Templeton Investments March 2013 - March 2014
Level Talent Group August 2012 - December 2012
KAEGAN Corporation August 2011 - July 2012
Golf Channel April 2011 - August 2011
Lockheed Martin/UCF Co-op July 2010 - April 2011
Clear Channel Radio December 2009 - May 2010
Skills
Facebook, Social Media Marketing, Social Media, Event Planning, Brand Awareness, PowerPoint, Advertising, Event Management, Marketing, Social Networking, Public Relations, Radio, Analysis, Microsoft Excel, Proposal Writing, Research, Microsoft Office
Education
University of Central Florida 2007 — 2011
BSBA, Marketing and Finance
Anna Tomas Anna Tomas's Franklin Templeton Investments Experience August 2004 - February 2005
Job Assistant at Walmart.com
Industry Online Media
Experience
Walmart.com July 2010 - Present
Visa Inc February 2005 - December 2008
Franklin Templeton Investments August 2004 - February 2005
Visa International December 1999 - December 2003
Skills
Event Management, Training, Administrative..., PowerPoint, Leadership, Management, Software Documentation, Time Management, Budgets, Editing, Microsoft Office, Microsoft Excel, Process Scheduler, Microsoft Word, E-commerce, Corporate Communications, Product Management, Inventory Management, Graphic Design
Education
SF State University
MA, Instructional Technology
Cal State University, East Bay
BA, French and Business Administration
College of San Mateo
AA, French and Business Administration
University of California, Santa Cruz
Graphic Design Classes
Walmart.com July 2010 - Present
Visa Inc February 2005 - December 2008
Franklin Templeton Investments August 2004 - February 2005
Visa International December 1999 - December 2003
Skills
Event Management, Training, Administrative..., PowerPoint, Leadership, Management, Software Documentation, Time Management, Budgets, Editing, Microsoft Office, Microsoft Excel, Process Scheduler, Microsoft Word, E-commerce, Corporate Communications, Product Management, Inventory Management, Graphic Design
Education
SF State University
MA, Instructional Technology
Cal State University, East Bay
BA, French and Business Administration
College of San Mateo
AA, French and Business Administration
University of California, Santa Cruz
Graphic Design Classes
Barry Mendelson, CFP®'s Franklin Templeton Investments Experience July 1995 - April 1997
Job Financial Advisor & Managing Partner at ZRC Wealth Management, LLC
Industry Investment Management
Experience
ZRC Wealth Management, LLC July 2014 - Present
Cancer Support Community San Francisco Bay Area February 2011 - Present
Financial Planning Association of the East Bay December 2010 - Present
Chairs 4 Charity January 2009 - Present
Just Plans January 2010 - May 2015
Elevation Wealth Management November 2011 - March 2015
Charles Schwab February 2004 - January 2010
AXA Rosenberg October 1999 - January 2004
Neuberger Berman May 1997 - January 1999
Franklin Templeton Investments July 1995 - April 1997
Skills
Asset Allocation, Wealth Management, Mutual Funds, Retirement Planning, Investments, Retirement, Investment Advisory, Personal Finance, Investment Policy, Due Diligence, Investment Strategies, Portfolio Management, Asset Management, Financial Planning, Retirement Income...
Education
UC Berkeley Extension 2002 — 2004
Certificate, Personal Financial Planning
University of California, Santa Barbara 1991 — 1995
BA, Business Economics, Concentration in Accounting
Campolindo High School 1987 — 1991
Diploma
Highland's Parent
ZRC Wealth Management, LLC July 2014 - Present
Cancer Support Community San Francisco Bay Area February 2011 - Present
Financial Planning Association of the East Bay December 2010 - Present
Chairs 4 Charity January 2009 - Present
Just Plans January 2010 - May 2015
Elevation Wealth Management November 2011 - March 2015
Charles Schwab February 2004 - January 2010
AXA Rosenberg October 1999 - January 2004
Neuberger Berman May 1997 - January 1999
Franklin Templeton Investments July 1995 - April 1997
Skills
Asset Allocation, Wealth Management, Mutual Funds, Retirement Planning, Investments, Retirement, Investment Advisory, Personal Finance, Investment Policy, Due Diligence, Investment Strategies, Portfolio Management, Asset Management, Financial Planning, Retirement Income...
Education
UC Berkeley Extension 2002 — 2004
Certificate, Personal Financial Planning
University of California, Santa Barbara 1991 — 1995
BA, Business Economics, Concentration in Accounting
Campolindo High School 1987 — 1991
Diploma
Highland's Parent
Katherine Chu's Franklin Templeton Investments Experience November 2014 - April 2015
Job Technology, Commercial and Corporate Attorney
Industry Law Practice
Experience
Glu Mobile April 2015 - Present
Franklin Templeton Investments November 2014 - April 2015
Appcelerator August 2012 - October 2014
Law Offices of Hung Chang January 2012 - June 2012
Superior Court of California, Small Claims Court September 2011 - December 2011
Law Offices of Ryutaro Hirota August 2010 - August 2011
Center of Justice January 2010 - December 2010
King & Wood Mallesons July 2010 - August 2010
Merrill Lynch June 2008 - March 2009
Global Financial Institute, LLC 2007 - 2008
Skills
Legal Writing, Legal Research, Licensing, Corporate Law, Legal Advice, Intellectual Property, Trade Secrets, Research, Trademarks, Negotiation, Corporate Governance, Litigation, Mediation, Copyright Law, Privacy Law, Software Licensing, Contract Negotiation
Education
University of San Francisco School of Law 2009 — 2012
University of California, Irvine 2005 — 2009
Bachelor of Arts, Major: Business Economics. Minor: Psychology
Chinese International School (Hong Kong) 1992 — 2005
International Baccalaureate
Glu Mobile April 2015 - Present
Franklin Templeton Investments November 2014 - April 2015
Appcelerator August 2012 - October 2014
Law Offices of Hung Chang January 2012 - June 2012
Superior Court of California, Small Claims Court September 2011 - December 2011
Law Offices of Ryutaro Hirota August 2010 - August 2011
Center of Justice January 2010 - December 2010
King & Wood Mallesons July 2010 - August 2010
Merrill Lynch June 2008 - March 2009
Global Financial Institute, LLC 2007 - 2008
Skills
Legal Writing, Legal Research, Licensing, Corporate Law, Legal Advice, Intellectual Property, Trade Secrets, Research, Trademarks, Negotiation, Corporate Governance, Litigation, Mediation, Copyright Law, Privacy Law, Software Licensing, Contract Negotiation
Education
University of San Francisco School of Law 2009 — 2012
University of California, Irvine 2005 — 2009
Bachelor of Arts, Major: Business Economics. Minor: Psychology
Chinese International School (Hong Kong) 1992 — 2005
International Baccalaureate
Szabolcs Ercsey's Franklin Templeton Investments Experience October 2007 - Present
Job Sales Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2007 - Present
Skandia January 2006 - September 2007
Fundamenta-Lakáskassza October 2001 - December 2005
UniCredit March 1994 - 2001
Skills
Direct Marketing, Mutual Funds, Derivatives, Marketing, Equities, Portfolio Management, Wealth Management, Structured Products, Capital Markets, Investment Advisory, Management, Business Development, Sales Management, Insurance, Risk Management, Asset Allocation, Credit, Investments, Product Development, Alternative Investments, Financial Services, Financial Markets, Securities, Retail Banking, Hedge Funds, Business Planning, Bonds, Asset Managment, Private Banking, New Business Development, Customer Service, Banking, Fixed Income, Direct Sales, Team Leadership, Financial Risk, Investment Banking, Trading, Marketing Strategy, Team Management, Change Management, Bloomberg, Product Marketing, Project Management, Negotiation, Asset Management, Investment Strategies
Education
Universität zu Köln 1992 — 1993
Doctor of Philosophy (PhD)
University of Economics (Karl Marx, Budapesti) 1987 — 1992
Master's degree, Faculty of Foreign Trade
ELTE Radnóti Miklós Gyakorló Isk. és Gimnázium 1975 — 1987
Graduation, Majors: mathematics and English
Franklin Templeton Investments October 2007 - Present
Skandia January 2006 - September 2007
Fundamenta-Lakáskassza October 2001 - December 2005
UniCredit March 1994 - 2001
Skills
Direct Marketing, Mutual Funds, Derivatives, Marketing, Equities, Portfolio Management, Wealth Management, Structured Products, Capital Markets, Investment Advisory, Management, Business Development, Sales Management, Insurance, Risk Management, Asset Allocation, Credit, Investments, Product Development, Alternative Investments, Financial Services, Financial Markets, Securities, Retail Banking, Hedge Funds, Business Planning, Bonds, Asset Managment, Private Banking, New Business Development, Customer Service, Banking, Fixed Income, Direct Sales, Team Leadership, Financial Risk, Investment Banking, Trading, Marketing Strategy, Team Management, Change Management, Bloomberg, Product Marketing, Project Management, Negotiation, Asset Management, Investment Strategies
Education
Universität zu Köln 1992 — 1993
Doctor of Philosophy (PhD)
University of Economics (Karl Marx, Budapesti) 1987 — 1992
Master's degree, Faculty of Foreign Trade
ELTE Radnóti Miklós Gyakorló Isk. és Gimnázium 1975 — 1987
Graduation, Majors: mathematics and English
Jon Kesterson, CPA, CISA Jon Kesterson, CPA, CISA's Franklin Templeton Investments Experience August 2010 - Present
Job Senior Technology Auditor at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2010 - Present
GenCorp March 2007 - August 2010
PricewaterhouseCoopers September 2004 - August 2006
CNM LLP July 2002 - September 2004
Deloitte January 2001 - November 2001
Skills
Internal Controls, Internal Audit, IT Audit, Sarbanes-Oxley Act, Auditing, Security, CISA, CPA, Enterprise Risk..., Sarbanes-Oxley, Assurance, SAS70, COSO, SEC Filings, External Audit, Financial Reporting, Financial Analysis
Education
University of California, Los Angeles 1998 — 2000
B.A., Economics
University of California, Santa Barbara 1996 — 1998
Economics/Accounting
Franklin Templeton Investments August 2010 - Present
GenCorp March 2007 - August 2010
PricewaterhouseCoopers September 2004 - August 2006
CNM LLP July 2002 - September 2004
Deloitte January 2001 - November 2001
Skills
Internal Controls, Internal Audit, IT Audit, Sarbanes-Oxley Act, Auditing, Security, CISA, CPA, Enterprise Risk..., Sarbanes-Oxley, Assurance, SAS70, COSO, SEC Filings, External Audit, Financial Reporting, Financial Analysis
Education
University of California, Los Angeles 1998 — 2000
B.A., Economics
University of California, Santa Barbara 1996 — 1998
Economics/Accounting
Dave Kim PMP Dave Kim PMP's Franklin Templeton Investments Experience May 2003 - July 2003
Job President at JKI Investment
Industry Hospitality
Experience
JKI Investment September 2012 - Present
Milestone Technologies March 2012 - October 2012
Apple Inc. January 2010 - March 2012
JKI April 2008 - January 2010
Super 8 Port angeles 2008 - 2010
NXP June 2007 - February 2008
Tekstrategy May 2005 - May 2007
MERCURY TITLE COMPANIES July 2003 - March 2004
Franklin Templeton Investments May 2003 - July 2003
CRC Health Group March 2003 - May 2003
Skills
Servers, Storage, WAN, Telecommunications, Vendor, Network Administration, Computer Network..., Project Portfolio..., Project Management, Data Center, Integration, IT Operations, Management, System Administration
Education
PMP 2011 — 2012
PMP, Project Management
University of California, Irvine 1986 — 1991
B.S., Biological Sciences
JKI Investment September 2012 - Present
Milestone Technologies March 2012 - October 2012
Apple Inc. January 2010 - March 2012
JKI April 2008 - January 2010
Super 8 Port angeles 2008 - 2010
NXP June 2007 - February 2008
Tekstrategy May 2005 - May 2007
MERCURY TITLE COMPANIES July 2003 - March 2004
Franklin Templeton Investments May 2003 - July 2003
CRC Health Group March 2003 - May 2003
Skills
Servers, Storage, WAN, Telecommunications, Vendor, Network Administration, Computer Network..., Project Portfolio..., Project Management, Data Center, Integration, IT Operations, Management, System Administration
Education
PMP 2011 — 2012
PMP, Project Management
University of California, Irvine 1986 — 1991
B.S., Biological Sciences
Brooks Hulett Brooks Hulett's Franklin Templeton Investments Experience July 2012 - October 2013
Job Investment Banking Analyst at Jefferies
Industry Financial Services
Experience
Jefferies November 2014 - Present
Cowen and Company October 2013 - November 2014
Franklin Templeton Investments July 2012 - October 2013
Franklin Templeton Investments June 2011 - August 2011
Skills
Bloomberg, Fixed Income, Equities, Valuation
Education
UC Santa Barbara 2008 — 2012
BA, Business Economics
University of Sussex 2010 — 2010
International Business
Jefferies November 2014 - Present
Cowen and Company October 2013 - November 2014
Franklin Templeton Investments July 2012 - October 2013
Franklin Templeton Investments June 2011 - August 2011
Skills
Bloomberg, Fixed Income, Equities, Valuation
Education
UC Santa Barbara 2008 — 2012
BA, Business Economics
University of Sussex 2010 — 2010
International Business
Sunaina Gyani Sunaina Gyani's Franklin Templeton Investments Experience July 2007 - May 2011
Job Product Manager at Pandora
Industry Computer Software
Experience
Pandora November 2014 - Present
Ventyx, an ABB company November 2013 - October 2014
Autodesk May 2011 - November 2013
Franklin Templeton Investments July 2007 - May 2011
Rhythm NewMedia March 2007 - May 2007
Skills
Mobile Internet, Mobile Web Design, Social Sign On, Building Relationships, Highly skilled..., Self-starter, Problem Solving, Agile & Waterfall..., B2B, B2C, Strategic Roadmaps, Web Content Management, Project Management, Customer Research, Multitasking Skills, Highly resourceful, Community Outreach, Global Strategy, Customer Analysis, Omniture, Strategic Thinking, Cross-functional Team..., Integrated Marketing, Leadership, Start-ups, Program Management, Agile Methodologies, Business Development, Digital Marketing, Management, Product Management, SaaS, Salesforce.com, Strategy, Marketing Strategy
Education
University of California, San Diego 2002 — 2006
BA, International Studies
UC Berkeley Extension
Pandora November 2014 - Present
Ventyx, an ABB company November 2013 - October 2014
Autodesk May 2011 - November 2013
Franklin Templeton Investments July 2007 - May 2011
Rhythm NewMedia March 2007 - May 2007
Skills
Mobile Internet, Mobile Web Design, Social Sign On, Building Relationships, Highly skilled..., Self-starter, Problem Solving, Agile & Waterfall..., B2B, B2C, Strategic Roadmaps, Web Content Management, Project Management, Customer Research, Multitasking Skills, Highly resourceful, Community Outreach, Global Strategy, Customer Analysis, Omniture, Strategic Thinking, Cross-functional Team..., Integrated Marketing, Leadership, Start-ups, Program Management, Agile Methodologies, Business Development, Digital Marketing, Management, Product Management, SaaS, Salesforce.com, Strategy, Marketing Strategy
Education
University of California, San Diego 2002 — 2006
BA, International Studies
UC Berkeley Extension
Meghan Pirozzoli's Franklin Templeton Investments Experience March 2006 - June 2009
Job Senior Manager, Global Brand at Symantec
Industry Marketing and Advertising
Experience
Symantec April 2015 - Present
Symantec July 2013 - April 2015
Symantec May 2012 - July 2013
Symantec March 2012 - May 2012
Symantec June 2009 - March 2012
Franklin Templeton Investments March 2006 - June 2009
Hyatt at Fisherman's Wharf, San Francisco August 2005 - March 2006
UC Santa Barbara December 2003 - August 2005
Skills
Marketing Strategy, Marketing Communications, Marketing, Lead Management, Integrated Marketing, Demand Generation, Marketing Operations, Marketing Management, Event Management, Event Planning, Reputation Management, Brand Awareness, Agency Relationship..., Cross-functional..., Cross-functional..., Leadership Management, Go-to-market Strategy, Thought Leadership, Marketing Leadership, B2B Marketing, Strategic Leadership, Corporate Marketing, Collaboration, Vendor Relationships, Collaborative Problem..., Leadership, Messaging
Education
University of California, Santa Barbara 1999 — 2003
Bachelor of Arts (BA), Sociology
Washington-Lee High School, Arlington VA 1995 — 1999
Symantec April 2015 - Present
Symantec July 2013 - April 2015
Symantec May 2012 - July 2013
Symantec March 2012 - May 2012
Symantec June 2009 - March 2012
Franklin Templeton Investments March 2006 - June 2009
Hyatt at Fisherman's Wharf, San Francisco August 2005 - March 2006
UC Santa Barbara December 2003 - August 2005
Skills
Marketing Strategy, Marketing Communications, Marketing, Lead Management, Integrated Marketing, Demand Generation, Marketing Operations, Marketing Management, Event Management, Event Planning, Reputation Management, Brand Awareness, Agency Relationship..., Cross-functional..., Cross-functional..., Leadership Management, Go-to-market Strategy, Thought Leadership, Marketing Leadership, B2B Marketing, Strategic Leadership, Corporate Marketing, Collaboration, Vendor Relationships, Collaborative Problem..., Leadership, Messaging
Education
University of California, Santa Barbara 1999 — 2003
Bachelor of Arts (BA), Sociology
Washington-Lee High School, Arlington VA 1995 — 1999
Glenn Snyder Glenn Snyder's Franklin Templeton Investments Experience June 2000 - January 2006
Job Director Business Strategy & Analysis at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Charles Schwab June 2011 - March 2014
Visa January 2010 - January 2011
Visa January 2006 - January 2010
San Francisco State University August 2002 - June 2007
Franklin Templeton Investments June 2000 - January 2006
Franklin Templeton Investments August 1998 - June 2000
Union Bank July 1995 - August 1998
Skills
Strategic Financial..., Strategy, Analytics, Forecasting, Competitive Analysis, Finance, Financial Analysis, Risk Management, Strategic Planning, Financial Modeling, Budgets, Analysis, Management, Pricing, Budgeting, Excel, PowerPoint, Credit, Microsoft Office, Access, SAS, PeopleSoft, Market Analysis, Word, Trend, Profitability Analysis, Supervisory Skills, Financial Planning, Corporate Finance, P&L, Business Strategy, Financial Services, Leadership
Education
University of San Francisco 1999 — 2001
MBA, International Business & Finance
University of California, Los Angeles 1991 — 1995
BA, International Economics
Novato High School
Charles Schwab March 2014 - Present
Charles Schwab June 2011 - March 2014
Visa January 2010 - January 2011
Visa January 2006 - January 2010
San Francisco State University August 2002 - June 2007
Franklin Templeton Investments June 2000 - January 2006
Franklin Templeton Investments August 1998 - June 2000
Union Bank July 1995 - August 1998
Skills
Strategic Financial..., Strategy, Analytics, Forecasting, Competitive Analysis, Finance, Financial Analysis, Risk Management, Strategic Planning, Financial Modeling, Budgets, Analysis, Management, Pricing, Budgeting, Excel, PowerPoint, Credit, Microsoft Office, Access, SAS, PeopleSoft, Market Analysis, Word, Trend, Profitability Analysis, Supervisory Skills, Financial Planning, Corporate Finance, P&L, Business Strategy, Financial Services, Leadership
Education
University of San Francisco 1999 — 2001
MBA, International Business & Finance
University of California, Los Angeles 1991 — 1995
BA, International Economics
Novato High School
Ryan Kinkade, CFA Ryan Kinkade, CFA's Franklin Templeton Investments Experience December 2014 - Present
Job Sr. Research Analyst at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments December 2014 - Present
Franklin Templeton Investments November 2008 - December 2014
Franklin Templeton Investments July 2007 - June 2009
Skills
Alternative Investments, Portfolio Management, Investment Management, Fund Of Funds, Analysis, Mutual Funds, Investment Strategies, Asset Allocation, Hedge Funds, Tactical Asset..., Asset Managment, Morningstar, Investments, Asset Management
Education
University of California, Santa Barbara 2003 — 2007
BA, Business Economics
Franklin Templeton Investments December 2014 - Present
Franklin Templeton Investments November 2008 - December 2014
Franklin Templeton Investments July 2007 - June 2009
Skills
Alternative Investments, Portfolio Management, Investment Management, Fund Of Funds, Analysis, Mutual Funds, Investment Strategies, Asset Allocation, Hedge Funds, Tactical Asset..., Asset Managment, Morningstar, Investments, Asset Management
Education
University of California, Santa Barbara 2003 — 2007
BA, Business Economics
Justin Deitrick Justin Deitrick's Franklin Templeton Investments Experience March 2003 - April 2006
Job Manager at Kaufman Rossin Fund Services
Industry Accounting
Experience
Kaufman Rossin Fund Services April 2006 - Present
Franklin Templeton Investments March 2003 - April 2006
Skills
Fund Accounting, Fund Administration, Hedge Funds, Fund Of Funds, Mutual Funds, Equities, Bloomberg, Financial Reporting, Financial Statements, Valuation, Investments, Accounting, Alternative Investments, Bloomberg Terminal, Financial Analysis, Private Equity, Financial Services, Fixed Income, Financial Accounting, Corporate Actions, GAAP, US GAAP, Securities, Cash Management, Derivatives, Account Reconciliation, Advent, General Ledger, Equity Trading, Bonds, Options, Finance
Education
University of Central Florida - College of Business Administration 1998 — 2002
Bachelors, Finance
Kaufman Rossin Fund Services April 2006 - Present
Franklin Templeton Investments March 2003 - April 2006
Skills
Fund Accounting, Fund Administration, Hedge Funds, Fund Of Funds, Mutual Funds, Equities, Bloomberg, Financial Reporting, Financial Statements, Valuation, Investments, Accounting, Alternative Investments, Bloomberg Terminal, Financial Analysis, Private Equity, Financial Services, Fixed Income, Financial Accounting, Corporate Actions, GAAP, US GAAP, Securities, Cash Management, Derivatives, Account Reconciliation, Advent, General Ledger, Equity Trading, Bonds, Options, Finance
Education
University of Central Florida - College of Business Administration 1998 — 2002
Bachelors, Finance
Scott Pantoskey Scott Pantoskey's Franklin Templeton Investments Experience July 2014 - Present
Job Futures Associate at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 2014 - Present
BTIG, LLC June 2013 - December 2013
Morgan Stanley Private Wealth Management June 2012 - August 2012
The First String Co. June 2011 - August 2011
Village Workspaces January 2010 - August 2010
Skills
Economics, Microsoft Excel, Financial Modeling, PowerPoint, Public Speaking, Bloomberg, Microsoft PowerPoint, Microsoft Word, Intermediate Italian, Equities, Italian, Fixed Income, Corporate Finance, Tableau, Microsoft Office, Social Networking
Education
UCSB 2010 — 2014
Bachelor of Arts (BA), Economics
CFA Institute
Passed Level 1 of the CFA Program
Franklin Templeton Investments July 2014 - Present
BTIG, LLC June 2013 - December 2013
Morgan Stanley Private Wealth Management June 2012 - August 2012
The First String Co. June 2011 - August 2011
Village Workspaces January 2010 - August 2010
Skills
Economics, Microsoft Excel, Financial Modeling, PowerPoint, Public Speaking, Bloomberg, Microsoft PowerPoint, Microsoft Word, Intermediate Italian, Equities, Italian, Fixed Income, Corporate Finance, Tableau, Microsoft Office, Social Networking
Education
UCSB 2010 — 2014
Bachelor of Arts (BA), Economics
CFA Institute
Passed Level 1 of the CFA Program
Jeff Durlester Jeff Durlester's Franklin Templeton Investments Experience October 2000 - December 2005
Job
Industry Financial Services
Experience
Wells Fargo Bank January 2014 - Present
Forward June 2011 - October 2013
Wells Fargo Bank December 2009 - January 2011
Wells Fargo Bank January 2006 - December 2009
Franklin Templeton Investments October 2000 - December 2005
Skills
Relationship Management, Cross-functional Team..., Marketing, Market Research, Business Analysis, Marketing Strategy, Team Leadership, Project Management, Investments, Strategy, Customer Acquisition, Management, Financial Services, Customer Retention, Vendor Management, Strategic Planning, Training, Multi-channel Marketing, Sales, B2B, Sales Operations
Education
University of California, San Diego 1982 — 1986
BA, Management Science
Wells Fargo Bank January 2014 - Present
Forward June 2011 - October 2013
Wells Fargo Bank December 2009 - January 2011
Wells Fargo Bank January 2006 - December 2009
Franklin Templeton Investments October 2000 - December 2005
Skills
Relationship Management, Cross-functional Team..., Marketing, Market Research, Business Analysis, Marketing Strategy, Team Leadership, Project Management, Investments, Strategy, Customer Acquisition, Management, Financial Services, Customer Retention, Vendor Management, Strategic Planning, Training, Multi-channel Marketing, Sales, B2B, Sales Operations
Education
University of California, San Diego 1982 — 1986
BA, Management Science
Roxanne Brecek Roxanne Brecek's Franklin Templeton Investments Experience July 2013 - Present
Job Global Product Marketing Alternatives and Solutions at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 2013 - Present
Impact Communications, Inc. January 2010 - July 2013
Securities America, Inc. Member FINRA/SIPC July 2003 - January 2010
Japan Exchange and Teaching Program(me) (JET) July 2002 - July 2003
Girls Incorporated June 2001 - July 2002
SAFECO Life and Investments June 2000 - August 2000
Skills
Public Relations, Marketing Communications, Media Relations, Social Media, Corporate Communications, Marketing Strategy, Internal Communications, Marketing, Event Management, Social Media Marketing, Copywriting, Press Releases, Strategic Communications, Event Planning, Strategic Planning, Content Strategy, Advertising, Investments, Blogging, Brand Development, Newsletters, Integrated Marketing
Education
University of California, Santa Barbara 1997 — 2001
Bachelor of Science (B.S.), Business Economics
Franklin Templeton Investments July 2013 - Present
Impact Communications, Inc. January 2010 - July 2013
Securities America, Inc. Member FINRA/SIPC July 2003 - January 2010
Japan Exchange and Teaching Program(me) (JET) July 2002 - July 2003
Girls Incorporated June 2001 - July 2002
SAFECO Life and Investments June 2000 - August 2000
Skills
Public Relations, Marketing Communications, Media Relations, Social Media, Corporate Communications, Marketing Strategy, Internal Communications, Marketing, Event Management, Social Media Marketing, Copywriting, Press Releases, Strategic Communications, Event Planning, Strategic Planning, Content Strategy, Advertising, Investments, Blogging, Brand Development, Newsletters, Integrated Marketing
Education
University of California, Santa Barbara 1997 — 2001
Bachelor of Science (B.S.), Business Economics
Debbie Bartel Debbie Bartel's Franklin Templeton Investments Experience August 1997 - Present
Job VP at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 1997 - Present
PwC November 1991 - August 1997
Education
University of California, Santa Barbara 1982 — 1984
ba, business economics
University of California, Riverside 1980 — 1982
business
Franklin Templeton Investments August 1997 - Present
PwC November 1991 - August 1997
Education
University of California, Santa Barbara 1982 — 1984
ba, business economics
University of California, Riverside 1980 — 1982
business
Brett Macauley Brett Macauley's Franklin Templeton Investments Experience 2000 - 2002
Job Private Wealth Advisor with Macauley & Associates, A financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Macauley & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. January 2003 - Present
Franklin Templeton Investments 2000 - 2002
Education
University of California, Santa Barbara 1982 — 1987
Bachelors of Arts
Macauley & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. January 2003 - Present
Franklin Templeton Investments 2000 - 2002
Education
University of California, Santa Barbara 1982 — 1987
Bachelors of Arts
Mike Balsam, PMP CSM's Franklin Templeton Investments Experience 1999 - May 2008
Job VP Product Management, Wealth Online and Mobile at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2013 - Present
Wells Fargo August 2010 - November 2013
Consegna Inc. January 2002 - December 2010
Wells Fargo September 2009 - August 2010
Franklin Templeton Investments 1999 - May 2008
Bank of America October 1997 - April 1999
SBC 1999 - 1999
SBC April 1997 - October 1997
Skills
Program Management, SDLC, Project Management, Change Management, Cross-functional Team..., Risk Management, Management, Banking, Analysis, Strategy, Team Leadership, Vendor Management, Portfolio Management, Budgets, PMO, Business Analysis, Business Process..., IT Strategy, Process Improvement, Requirements Analysis, Software Project..., Project Portfolio...
Education
San Francisco State University
Certificate, Integrated Marketing (Web 2.0 and Social Media)
University of Central Florida
BA, Political Science - Pre Law
Wells Fargo November 2013 - Present
Wells Fargo August 2010 - November 2013
Consegna Inc. January 2002 - December 2010
Wells Fargo September 2009 - August 2010
Franklin Templeton Investments 1999 - May 2008
Bank of America October 1997 - April 1999
SBC 1999 - 1999
SBC April 1997 - October 1997
Skills
Program Management, SDLC, Project Management, Change Management, Cross-functional Team..., Risk Management, Management, Banking, Analysis, Strategy, Team Leadership, Vendor Management, Portfolio Management, Budgets, PMO, Business Analysis, Business Process..., IT Strategy, Process Improvement, Requirements Analysis, Software Project..., Project Portfolio...
Education
San Francisco State University
Certificate, Integrated Marketing (Web 2.0 and Social Media)
University of Central Florida
BA, Political Science - Pre Law
Rick Felix Rick Felix's Franklin Templeton Investments Experience June 2011 - Present
Job Internal Wholesaler at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2011 - Present
Farmers Insurance & Financial Services May 2002 - June 2011
Examen Inc September 2000 - May 2002
Skills
Insurance, Budgets, Sales, Series 6, Forecasting, Fixed Annuities, Business Development, Series 63, Variable Annuities, Strategic Planning, Marketing Strategy, Mutual Funds, Data Analysis, Data Entry, Life Insurance, 529 Plans, Retirement, Marketing, Series 7, 401k
Education
University of California, Santa Barbara 1995 — 2000
Spanish and Linguistics
Franklin Templeton Investments June 2011 - Present
Farmers Insurance & Financial Services May 2002 - June 2011
Examen Inc September 2000 - May 2002
Skills
Insurance, Budgets, Sales, Series 6, Forecasting, Fixed Annuities, Business Development, Series 63, Variable Annuities, Strategic Planning, Marketing Strategy, Mutual Funds, Data Analysis, Data Entry, Life Insurance, 529 Plans, Retirement, Marketing, Series 7, 401k
Education
University of California, Santa Barbara 1995 — 2000
Spanish and Linguistics
Eric Deters CPA Eric Deters CPA's Franklin Templeton Investments Experience November 2005 - November 2008
Job Senior Accountant/Financial Analyst at Randstad US (formerly SFN Group)
Industry Financial Services
Experience
Randstad US, Professionals April 2010 - Present
Franklin Templeton Investments November 2005 - November 2008
Franklin Templeton Investments September 2003 - October 2005
Education
University of Central Florida - College of Business Administration
Bachelor of Science, Accounting
Randstad US, Professionals April 2010 - Present
Franklin Templeton Investments November 2005 - November 2008
Franklin Templeton Investments September 2003 - October 2005
Education
University of Central Florida - College of Business Administration
Bachelor of Science, Accounting
Clare McGarrigle's Franklin Templeton Investments Experience June 2013 - August 2013
Job PR Intern at For Love and Lemons
Industry Apparel & Fashion
Experience
For Love and Lemons September 2015 - Present
Jazz Pharmaceuticals June 2015 - August 2015
Planet Blue May 2014 - August 2014
Franklin Templeton Investments June 2013 - August 2013
Skills
Microsoft Word, PowerPoint, Teamwork, Marketing, Social Media, Positive Team Player, Time Management, Social Networking, Facebook, Microsoft Excel, Merchandising, Photoshop, Public Speaking, Social Media Marketing, Sales, Customer Service, Leadership, Team Leadership
Education
University of Colorado Boulder 2011 — 2015
Bachelor's degree, Communication, General
Universidad Autonoma De Barcelona 2013 — 2014
Bachelor's degree, Communication, General
Palo Alto High School 2007 — 2011
For Love and Lemons September 2015 - Present
Jazz Pharmaceuticals June 2015 - August 2015
Planet Blue May 2014 - August 2014
Franklin Templeton Investments June 2013 - August 2013
Skills
Microsoft Word, PowerPoint, Teamwork, Marketing, Social Media, Positive Team Player, Time Management, Social Networking, Facebook, Microsoft Excel, Merchandising, Photoshop, Public Speaking, Social Media Marketing, Sales, Customer Service, Leadership, Team Leadership
Education
University of Colorado Boulder 2011 — 2015
Bachelor's degree, Communication, General
Universidad Autonoma De Barcelona 2013 — 2014
Bachelor's degree, Communication, General
Palo Alto High School 2007 — 2011
Vickie Chan Vickie Chan's Franklin Templeton Investments Experience September 2006 - November 2008
Job Corporate Account Executive at Box
Industry Information Technology and Services
Experience
Box June 2015 - Present
Poshmark May 2014 - May 2015
BlackRock September 2010 - May 2014
BlackRock December 2009 - September 2010
Barclays Global Investors November 2008 - May 2010
Franklin Templeton Investments September 2006 - November 2008
Skills
Relationship Management, CRM, Asset Management, Proposal Writing, Asset Allocation, Equities, Fixed Income, Investment Strategies, Asset Managment, Hedge Funds, Mutual Funds, Investments, Alternative Investments, Leadership
Education
University of California, Davis
Bachelor of Science (BS), Economics
Box June 2015 - Present
Poshmark May 2014 - May 2015
BlackRock September 2010 - May 2014
BlackRock December 2009 - September 2010
Barclays Global Investors November 2008 - May 2010
Franklin Templeton Investments September 2006 - November 2008
Skills
Relationship Management, CRM, Asset Management, Proposal Writing, Asset Allocation, Equities, Fixed Income, Investment Strategies, Asset Managment, Hedge Funds, Mutual Funds, Investments, Alternative Investments, Leadership
Education
University of California, Davis
Bachelor of Science (BS), Economics
Nick Prince Nick Prince's Franklin Templeton Investments Experience June 2014 - August 2014
Job Assistant Project Engineer at WEBCOR Builders
Industry Higher Education
Experience
WEBCOR Builders August 2015 - Present
Franklin Templeton Investments June 2014 - August 2014
University of Colorado August 2013 - December 2013
JusCollege January 2012 - December 2013
Nordstrom June 2012 - August 2012
Skills
Sales, Fundraising, Time Management, Event Planning, Customer Service, Social Media, Research, Social Networking, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Microsoft Excel, Facebook, Entrepreneurship
Education
University of Colorado at Boulder 2011 — 2015
Bachelor of Arts (B.A.), Political Science, Economics, Leadership
University of Colorado Boulder - Leeds School of Business 2014 — 2014
Business Certificate, Accounting, Finance, Operations, and Marketing
University of Virginia 2013 — 2013
Semester at Sea, Global Politics & International Relations
Junipero Serra High School 2007 — 2011
High School Diploma, College Prep
WEBCOR Builders August 2015 - Present
Franklin Templeton Investments June 2014 - August 2014
University of Colorado August 2013 - December 2013
JusCollege January 2012 - December 2013
Nordstrom June 2012 - August 2012
Skills
Sales, Fundraising, Time Management, Event Planning, Customer Service, Social Media, Research, Social Networking, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Microsoft Excel, Facebook, Entrepreneurship
Education
University of Colorado at Boulder 2011 — 2015
Bachelor of Arts (B.A.), Political Science, Economics, Leadership
University of Colorado Boulder - Leeds School of Business 2014 — 2014
Business Certificate, Accounting, Finance, Operations, and Marketing
University of Virginia 2013 — 2013
Semester at Sea, Global Politics & International Relations
Junipero Serra High School 2007 — 2011
High School Diploma, College Prep
Michael Kerins, CFA, FRM's Franklin Templeton Investments Experience January 2007 - May 2015
Job Founder at Robustwealth
Industry Financial Services
Experience
Robustwealth July 2015 - Present
Franklin Templeton Investments January 2007 - May 2015
Skills
Asset Allocation, Asset Management, Risk Management, Portfolio Management, Financial Risk, Investments, Equities, Mutual Funds, Alternative Investments, Hedge Funds, Capital Markets, Financial Modeling
Education
University of Washington 2012 — 2013
Certificate, Computational Finance
University of Colorado Boulder 2001 — 2006
Bachelor’s Degree, Finance, General
University of Colorado Boulder 2001 — 2006
Bachelor’s Degree, Chemical Engineering
Robustwealth July 2015 - Present
Franklin Templeton Investments January 2007 - May 2015
Skills
Asset Allocation, Asset Management, Risk Management, Portfolio Management, Financial Risk, Investments, Equities, Mutual Funds, Alternative Investments, Hedge Funds, Capital Markets, Financial Modeling
Education
University of Washington 2012 — 2013
Certificate, Computational Finance
University of Colorado Boulder 2001 — 2006
Bachelor’s Degree, Finance, General
University of Colorado Boulder 2001 — 2006
Bachelor’s Degree, Chemical Engineering
Thomas Lietaert's Franklin Templeton Investments Experience March 2015 - Present
Job Sr Fund Analyst FTS Global Fund Administration and Reporting
Industry Accounting
Experience
Franklin Templeton Investments March 2015 - Present
BNY Mellon May 2007 - March 2015
Bank of New York Mellon May 2006 - May 2007
Skills
Financial Reporting, Accounting, Management, Bloomberg, Portfolio Management, Financial Statements, Mutual Funds, Hedge Funds, Due Diligence, Account Reconciliation, Valuation
Education
University of Central Florida 2002 — 2006
Finance and Accounting
University of Central Florida 2002 — 2006
Finance, Accounting, Management
Franklin Templeton Investments March 2015 - Present
BNY Mellon May 2007 - March 2015
Bank of New York Mellon May 2006 - May 2007
Skills
Financial Reporting, Accounting, Management, Bloomberg, Portfolio Management, Financial Statements, Mutual Funds, Hedge Funds, Due Diligence, Account Reconciliation, Valuation
Education
University of Central Florida 2002 — 2006
Finance and Accounting
University of Central Florida 2002 — 2006
Finance, Accounting, Management
Leslie Waugh Leslie Waugh's Franklin Templeton Investments Experience July 2005 - May 2011
Job UX Team Lead, Mobility
Industry Internet
Experience
Résumé 2015 - Present
Symantec May 2014 - Present
Symantec January 2014 - April 2014
Symantec September 2011 - December 2013
PayPal May 2011 - September 2011
Franklin Templeton Investments July 2005 - May 2011
Franklin Templeton Investments February 2001 - July 2005
Evite 2000 - 2001
Evite 1999 - 2000
Skills
User Experience, User Interface Design, Interaction Design, User Experience Design, Project Management, Usability Testing, Usability, Visual Design, Wireframes, Information Design, Art Direction, User-centered Design, Heuristic Evaluation, Information Architecture, Usability Engineering, Brand Management, Relationship Management, Axure, OmniGraffle, Mobile Design, User Research, Qualitative Research, Web Design, User Interface
Education
University of California, Santa Barbara 1994 — 1999
BA, History
University of Sevilla, Spain 1997 — 1998
Abroad studies, History
Résumé 2015 - Present
Symantec May 2014 - Present
Symantec January 2014 - April 2014
Symantec September 2011 - December 2013
PayPal May 2011 - September 2011
Franklin Templeton Investments July 2005 - May 2011
Franklin Templeton Investments February 2001 - July 2005
Evite 2000 - 2001
Evite 1999 - 2000
Skills
User Experience, User Interface Design, Interaction Design, User Experience Design, Project Management, Usability Testing, Usability, Visual Design, Wireframes, Information Design, Art Direction, User-centered Design, Heuristic Evaluation, Information Architecture, Usability Engineering, Brand Management, Relationship Management, Axure, OmniGraffle, Mobile Design, User Research, Qualitative Research, Web Design, User Interface
Education
University of California, Santa Barbara 1994 — 1999
BA, History
University of Sevilla, Spain 1997 — 1998
Abroad studies, History
Kim Ressel Kim Ressel's Franklin Templeton Investments Experience July 1998 - March 2000
Job
Industry Computer Software
Experience
Walmart eCommerce June 2015 - Present
Walmart eCommerce December 2013 - May 2015
NetSuite July 2013 - December 2013
Walmart eCommerce October 2011 - July 2013
Walmart eCommerce March 2007 - October 2011
Walmart eCommerce April 2006 - March 2007
WetFeet (Acquired by Taleo) September 2004 - May 2006
GetActive (Acquired by Blackbaud) January 2004 - August 2004
Bravanta (Acquired by Workstream) March 2000 - June 2002
Franklin Templeton Investments July 1998 - March 2000
Skills
Product Management, Project Management, Program Management, Agile Methodologies, E-commerce, Cross-functional Team..., SDLC, Product Development, Vendor Management, Software Project..., Management, Requirements Analysis, Agile Project Management, Enterprise Software
Education
University of Colorado, Boulder 1994 — 1998
Bachelor of Science, Business Administration and Information Systems
Walmart eCommerce June 2015 - Present
Walmart eCommerce December 2013 - May 2015
NetSuite July 2013 - December 2013
Walmart eCommerce October 2011 - July 2013
Walmart eCommerce March 2007 - October 2011
Walmart eCommerce April 2006 - March 2007
WetFeet (Acquired by Taleo) September 2004 - May 2006
GetActive (Acquired by Blackbaud) January 2004 - August 2004
Bravanta (Acquired by Workstream) March 2000 - June 2002
Franklin Templeton Investments July 1998 - March 2000
Skills
Product Management, Project Management, Program Management, Agile Methodologies, E-commerce, Cross-functional Team..., SDLC, Product Development, Vendor Management, Software Project..., Management, Requirements Analysis, Agile Project Management, Enterprise Software
Education
University of Colorado, Boulder 1994 — 1998
Bachelor of Science, Business Administration and Information Systems
Andrew Dahl Andrew Dahl's Franklin Templeton Investments Experience 1998 - 2000
Job President at Dahl Automotive | Entrepreneur
Industry Automotive
Experience
Dahl Automotive January 2015 - Present
Dahl Automotive January 2010 - January 2015
Dahl Automotive April 2003 - December 2009
Dahl Automotive June 2002 - March 2003
Squaw Valley Ski Holdings 2001 - 2002
StreetFusion 2000 - 2002
Franklin Templeton Investments 1998 - 2000
Skills
Marketing, Sales, Selling, Marketing Strategy, Negotiation, Advertising, Retail, Sales Management, Team Building, Customer Service, Business Planning, Training, Automotive, Customer Satisfaction, Vehicles, Coaching, Start-ups, Marketing Communications, Project Management, Online Advertising, Automobile, Online Marketing, Public Speaking, Business Development, Social Networking, Forecasting, Product Development, Social Media, Team Leadership, Leadership, Management, Business Strategy, Direct Sales, Process Improvement, Sales Operations, Operations Management, Sales Process, Customer Retention, Leadership Development, Email Marketing, Human Resources, Fundraising, Parts, Public Relations, Entrepreneurship
Education
University of Colorado at Boulder 1994 — 1998
Finance, Entrepreneurship/Entrepreneurial Studies
Logan High School 1990 — 1994
Dahl Automotive January 2015 - Present
Dahl Automotive January 2010 - January 2015
Dahl Automotive April 2003 - December 2009
Dahl Automotive June 2002 - March 2003
Squaw Valley Ski Holdings 2001 - 2002
StreetFusion 2000 - 2002
Franklin Templeton Investments 1998 - 2000
Skills
Marketing, Sales, Selling, Marketing Strategy, Negotiation, Advertising, Retail, Sales Management, Team Building, Customer Service, Business Planning, Training, Automotive, Customer Satisfaction, Vehicles, Coaching, Start-ups, Marketing Communications, Project Management, Online Advertising, Automobile, Online Marketing, Public Speaking, Business Development, Social Networking, Forecasting, Product Development, Social Media, Team Leadership, Leadership, Management, Business Strategy, Direct Sales, Process Improvement, Sales Operations, Operations Management, Sales Process, Customer Retention, Leadership Development, Email Marketing, Human Resources, Fundraising, Parts, Public Relations, Entrepreneurship
Education
University of Colorado at Boulder 1994 — 1998
Finance, Entrepreneurship/Entrepreneurial Studies
Logan High School 1990 — 1994
Kathryn Fergerson Kathryn Fergerson's Franklin Templeton Investments Experience June 2015 - Present
Job Marketing Analyst | Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments June 2015 - Present
Franklin Templeton Investments July 2013 - May 2015
Course Hero, Inc. October 2012 - June 2013
Unbound Magazine April 2012 - June 2013
National Academy of Artistic Gymnastics April 2011 - January 2012
Education
University of Oregon 2009 — 2013
Bachelor of Arts (BA), English Language and Literature, General, Senior
University of Cambridge 2012 — 2012
English Literature (British and Commonwealth)
Franklin Templeton Investments June 2015 - Present
Franklin Templeton Investments July 2013 - May 2015
Course Hero, Inc. October 2012 - June 2013
Unbound Magazine April 2012 - June 2013
National Academy of Artistic Gymnastics April 2011 - January 2012
Education
University of Oregon 2009 — 2013
Bachelor of Arts (BA), English Language and Literature, General, Senior
University of Cambridge 2012 — 2012
English Literature (British and Commonwealth)
Caitlin O'Malley Caitlin O'Malley's Franklin Templeton Investments Experience June 2015 - September 2015
Job Account Director at Bruin Advertising and Marketing Team
Industry Marketing and Advertising
Experience
Bruin Advertising and Marketing Team June 2015 - Present
Franklin Templeton Investments June 2015 - September 2015
ASUCLA Marketing Department September 2014 - June 2015
Bruin Advertising and Marketing Team September 2014 - June 2015
Lu Valle Commons February 2014 - September 2014
UC Berkeley Camps and Youth Programs June 2014 - August 2014
Skills
Creative Writing, Illustration, Social Media..., Artistic Vision, Organizational..., Proofreading, Microsoft Office, Keynote
Education
University of California, Los Angeles 2014 — 2017
Communication Studies
Bishop O'Dowd High School 2009 — 2013
Bruin Advertising and Marketing Team June 2015 - Present
Franklin Templeton Investments June 2015 - September 2015
ASUCLA Marketing Department September 2014 - June 2015
Bruin Advertising and Marketing Team September 2014 - June 2015
Lu Valle Commons February 2014 - September 2014
UC Berkeley Camps and Youth Programs June 2014 - August 2014
Skills
Creative Writing, Illustration, Social Media..., Artistic Vision, Organizational..., Proofreading, Microsoft Office, Keynote
Education
University of California, Los Angeles 2014 — 2017
Communication Studies
Bishop O'Dowd High School 2009 — 2013
Patricia Utterback Patricia Utterback's Franklin Templeton Investments Experience July 2013 - March 2014
Job Associate at Business Sweden
Industry International Affairs
Experience
Business Sweden March 2014 - Present
Franklin Templeton Investments July 2013 - March 2014
Franklin Templeton Investments August 2012 - July 2013
Utterback Sod Farm May 2005 - August 2012
UCSD Parking and Transportation September 2008 - July 2011
The Mission of Montenegro to the European Union 2011 - 2011
Cordova Recreation and Parks District May 2005 - September 2009
Skills
Research, Customer Service, Microsoft Office, Social Media, Sales, Microsoft Excel, Public Speaking, Microsoft Word, Time Management, Data Analysis, Government, Management Consulting, Spanish, PowerPoint, Data Entry, Analysis, Outlook, Critical Thinking, International Market..., Swedish
Education
University of California, San Diego 2007 — 2011
2011, International Studies-Poltical Science, European Studies
UC Davis Extension 2013 — 2014
Project Management Certificate, Project Management
Vesalius College 2011 — 2011
Business, Culture and Communications
Business Sweden March 2014 - Present
Franklin Templeton Investments July 2013 - March 2014
Franklin Templeton Investments August 2012 - July 2013
Utterback Sod Farm May 2005 - August 2012
UCSD Parking and Transportation September 2008 - July 2011
The Mission of Montenegro to the European Union 2011 - 2011
Cordova Recreation and Parks District May 2005 - September 2009
Skills
Research, Customer Service, Microsoft Office, Social Media, Sales, Microsoft Excel, Public Speaking, Microsoft Word, Time Management, Data Analysis, Government, Management Consulting, Spanish, PowerPoint, Data Entry, Analysis, Outlook, Critical Thinking, International Market..., Swedish
Education
University of California, San Diego 2007 — 2011
2011, International Studies-Poltical Science, European Studies
UC Davis Extension 2013 — 2014
Project Management Certificate, Project Management
Vesalius College 2011 — 2011
Business, Culture and Communications
Miles Sampson, CFA Miles Sampson, CFA's Franklin Templeton Investments Experience December 2014 - Present
Job Research Analyst at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments December 2014 - Present
Franklin Templeton Investments April 2012 - November 2014
Franklin Templeton Investments March 2010 - March 2012
Sargent Bickham Lagudis November 2008 - August 2009
Covidien May 2008 - September 2008
Skills
Factset, Microsoft Office, Capital IQ, Datastream, Valuation, Asset Management, Economics, Accounting, Equities, Research, Analysis, Fixed Income, Asset Allocation, Financial Modeling, Bloomberg, Financial Analysis, Investments, Mutual Funds, Finance, Equity Research, Portfolio Management, Capital Markets, Investment Strategies, Equity Valuation
Education
University of Colorado at Boulder 2005 — 2009
Finance, Finance
Franklin Templeton Investments December 2014 - Present
Franklin Templeton Investments April 2012 - November 2014
Franklin Templeton Investments March 2010 - March 2012
Sargent Bickham Lagudis November 2008 - August 2009
Covidien May 2008 - September 2008
Skills
Factset, Microsoft Office, Capital IQ, Datastream, Valuation, Asset Management, Economics, Accounting, Equities, Research, Analysis, Fixed Income, Asset Allocation, Financial Modeling, Bloomberg, Financial Analysis, Investments, Mutual Funds, Finance, Equity Research, Portfolio Management, Capital Markets, Investment Strategies, Equity Valuation
Education
University of Colorado at Boulder 2005 — 2009
Finance, Finance
Elaine Borden Elaine Borden's Franklin Templeton Investments Experience June 2014 - June 2015
Job Junior Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2014 - June 2015
Rocketship Education January 2014 - June 2014
Cetera Advisor Networks LLC April 2013 - September 2013
Vendavo Inc. June 2010 - August 2010
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Research, Analysis
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.), Economics and Art History
Franklin Templeton Investments June 2014 - June 2015
Rocketship Education January 2014 - June 2014
Cetera Advisor Networks LLC April 2013 - September 2013
Vendavo Inc. June 2010 - August 2010
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Research, Analysis
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.), Economics and Art History
Shai Prasad Shai Prasad's Franklin Templeton Investments Experience March 1996 - March 2000
Job REALTOR® with RE/MAX Gold
Industry Real Estate
Experience
RE/MAX Gold February 2015 - Present
Fisher Investments March 2006 - July 2013
Fisher Investments June 2002 - March 2006
Fisher Investments March 2000 - March 2002
Franklin Templeton Investments March 1996 - March 2000
Skills
Investments, First Time Home Buyers, Buyer's Agent, Luxury Homes, Listing Homes, Relocation, Investment Properties, First Time Home Sellers, Seller Representation, Real Estate, Real Estate Transactions, Real Estate License, Customer Service, Sellers, Sales, Foreclosures, REO, Residential Homes, Single Family Homes, Referrals, Investors, Short Sales
Education
University of California, Santa Cruz
BA, Economics and Psychology
RE/MAX Gold February 2015 - Present
Fisher Investments March 2006 - July 2013
Fisher Investments June 2002 - March 2006
Fisher Investments March 2000 - March 2002
Franklin Templeton Investments March 1996 - March 2000
Skills
Investments, First Time Home Buyers, Buyer's Agent, Luxury Homes, Listing Homes, Relocation, Investment Properties, First Time Home Sellers, Seller Representation, Real Estate, Real Estate Transactions, Real Estate License, Customer Service, Sellers, Sales, Foreclosures, REO, Residential Homes, Single Family Homes, Referrals, Investors, Short Sales
Education
University of California, Santa Cruz
BA, Economics and Psychology
Sly Pusiri Sly Pusiri's Franklin Templeton Investments Experience November 2013 - Present
Job Associate Vice President at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments November 2013 - Present
Franklin Templeton Investments May 2011 - October 2013
CFC Capital Partners (Allianz Life Insurance Company) March 2010 - April 2011
AMG Advisory Group LLC April 2009 - March 2010
AIG SunAmerica 2008 - 2009
MetLife 2006 - 2008
MetLife Investors 2006 - 2008
Skills
Variable Annuities, Mutual Funds, Life Insurance, Insurance, Series 6, Financial Services, Indexed Annuities, Financial Advisory, Fixed Annuities, Series 63, Series 7, Securities, 401k, Sales, Retirement, Retirement Planning, Alternative Investments, Wealth Management, Asset Allocation, Fixed Income, FINRA, Equities, Investment Advisory, Investment Strategies, IRAs, Investment Management, ETFs, Asset Management, Series 65
Education
University of California, San Diego 2000 — 2005
B.S., Bioengineering
University of California, San Diego
BS, Bioengineering and Biomedical Engineering
Franklin Templeton Investments November 2013 - Present
Franklin Templeton Investments May 2011 - October 2013
CFC Capital Partners (Allianz Life Insurance Company) March 2010 - April 2011
AMG Advisory Group LLC April 2009 - March 2010
AIG SunAmerica 2008 - 2009
MetLife 2006 - 2008
MetLife Investors 2006 - 2008
Skills
Variable Annuities, Mutual Funds, Life Insurance, Insurance, Series 6, Financial Services, Indexed Annuities, Financial Advisory, Fixed Annuities, Series 63, Series 7, Securities, 401k, Sales, Retirement, Retirement Planning, Alternative Investments, Wealth Management, Asset Allocation, Fixed Income, FINRA, Equities, Investment Advisory, Investment Strategies, IRAs, Investment Management, ETFs, Asset Management, Series 65
Education
University of California, San Diego 2000 — 2005
B.S., Bioengineering
University of California, San Diego
BS, Bioengineering and Biomedical Engineering
William (Michaels) Summers William (Michaels) Summers's Franklin Templeton Investments Experience 1996 - 1999
Job Business Analyst/Corporate Actions Analyst
Industry Investment Management
Experience
Capital Group July 2002 - Present
ATX Forms Inc 2000 - 2002
Franklin Templeton Investments 1996 - 1999
Skills
Fixed Income, Asset Management, Investments, SharePoint Designer, Visual Basic, Database Administration, Microsoft Excel, Securities, Equities, Global Custody, Bonds, Bloomberg, Financial Analysis, Financial Reporting, Financial Services, Analysis, Financial Modeling, Portfolio Management, Corporate Actions, Private Placements, SharePoint..., Business Objects, Microsoft Publisher, Microsoft Word, Microsoft Certified..., Access Control, PowerPoint, Microsoft Access, BMC Remedy User, Application Security, Finance, SharePoint, Process Improvement, Project Management, Risk Management, Business Analysis, Investment Management, Accounting, Microsoft Office, Mutual Funds, Management
Education
University of Central Florida
Bachelor of Arts (BA), Radio and Television Broadcasting Production and Journalism
University of Central Florida - College of Business Administration
Master of Business Administration (MBA), Finance and Financial Management Services
Capital Group July 2002 - Present
ATX Forms Inc 2000 - 2002
Franklin Templeton Investments 1996 - 1999
Skills
Fixed Income, Asset Management, Investments, SharePoint Designer, Visual Basic, Database Administration, Microsoft Excel, Securities, Equities, Global Custody, Bonds, Bloomberg, Financial Analysis, Financial Reporting, Financial Services, Analysis, Financial Modeling, Portfolio Management, Corporate Actions, Private Placements, SharePoint..., Business Objects, Microsoft Publisher, Microsoft Word, Microsoft Certified..., Access Control, PowerPoint, Microsoft Access, BMC Remedy User, Application Security, Finance, SharePoint, Process Improvement, Project Management, Risk Management, Business Analysis, Investment Management, Accounting, Microsoft Office, Mutual Funds, Management
Education
University of Central Florida
Bachelor of Arts (BA), Radio and Television Broadcasting Production and Journalism
University of Central Florida - College of Business Administration
Master of Business Administration (MBA), Finance and Financial Management Services
Craig Imamura Craig Imamura's Franklin Templeton Investments Experience August 2013 - August 2014
Job Mutual Fund Product Analyst Pacific Life
Industry Financial Services
Experience
Pacific Life August 2014 - Present
Franklin Templeton Investments August 2013 - August 2014
MetLife May 2010 - July 2013
Signature Resources December 2008 - February 2010
Morgan Stanley July 2006 - November 2008
Skills
Fixed Annuities, Mutual Funds, Retirement Planning, Retirement, FINRA, Series 6, Series 63, Series 7, Life Insurance, Insurance, Investments, Wealth Management, 401k, Asset Allocation, Securities, Variable Annuities, Disability Insurance, Strategic Financial..., Financial Services, Relationship Management, Long-term Care, Product Management, Financial Analysis
Education
University of California, Irvine 2008 — 2010
Bachelor of Science (BS), Political Science and Government, 3.83
University of California, Irvine 2006 — 2008
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Pacific Life August 2014 - Present
Franklin Templeton Investments August 2013 - August 2014
MetLife May 2010 - July 2013
Signature Resources December 2008 - February 2010
Morgan Stanley July 2006 - November 2008
Skills
Fixed Annuities, Mutual Funds, Retirement Planning, Retirement, FINRA, Series 6, Series 63, Series 7, Life Insurance, Insurance, Investments, Wealth Management, 401k, Asset Allocation, Securities, Variable Annuities, Disability Insurance, Strategic Financial..., Financial Services, Relationship Management, Long-term Care, Product Management, Financial Analysis
Education
University of California, Irvine 2008 — 2010
Bachelor of Science (BS), Political Science and Government, 3.83
University of California, Irvine 2006 — 2008
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Derrick Poon Derrick Poon's Franklin Templeton Investments Experience June 2007 - September 2007
Job Head Trader at Brouwer & Janachowski LLC
Industry Financial Services
Experience
Brouwer & Janachowski December 2014 - Present
Brouwer & Janachowski LLC December 2010 - Present
Franklin Templeton Investments June 2007 - September 2007
Franklin Templeton Investments June 2006 - September 2006
Skills
Equities, Investment Strategies, Financial Analysis, Investments, Asset Management, Portfolio Management, Asset Allocation
Education
St. Mary’s College Graduate School of Business 2012 — 2013
Master of Science (MS), Financial Analysis & Investment Management
University of California, San Diego 2004 — 2008
Bachelor of Arts (BA), Economics
Brouwer & Janachowski December 2014 - Present
Brouwer & Janachowski LLC December 2010 - Present
Franklin Templeton Investments June 2007 - September 2007
Franklin Templeton Investments June 2006 - September 2006
Skills
Equities, Investment Strategies, Financial Analysis, Investments, Asset Management, Portfolio Management, Asset Allocation
Education
St. Mary’s College Graduate School of Business 2012 — 2013
Master of Science (MS), Financial Analysis & Investment Management
University of California, San Diego 2004 — 2008
Bachelor of Arts (BA), Economics
Larry Thatt Larry Thatt's Franklin Templeton Investments Experience 2013 - Present
Job Marketing Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 2013 - Present
Business Hat Communications 2009 - 2012
American Funds 1994 - 2009
First Interstate Bank 1986 - 1994
Stellar Communications 1985 - 1986
Nestlé USA / Carnation Company 1979 - 1985
Video Arts 1977 - 1979
Skills
Marketing Communications, Content Development, Marketing Strategy, Copywriting, Web Development, Video Production, Editing, Advertising, Corporate Communications, Product Marketing, Leadership, Marketing, Management, Training, Investments
Education
University of California, Los Angeles 1973 — 1977
B.A., Economics
Westchester High School
Franklin Templeton Investments 2013 - Present
Business Hat Communications 2009 - 2012
American Funds 1994 - 2009
First Interstate Bank 1986 - 1994
Stellar Communications 1985 - 1986
Nestlé USA / Carnation Company 1979 - 1985
Video Arts 1977 - 1979
Skills
Marketing Communications, Content Development, Marketing Strategy, Copywriting, Web Development, Video Production, Editing, Advertising, Corporate Communications, Product Marketing, Leadership, Marketing, Management, Training, Investments
Education
University of California, Los Angeles 1973 — 1977
B.A., Economics
Westchester High School
Rene St. Clair Rene St. Clair's Franklin Templeton Investments Experience May 1989 - Present
Job Director at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments May 1989 - Present
Skills
Project Management, Lean Six Sigma - Green..., Operations Management, Abandoned Property, Process Improvement, Property, Sales Management, Negotiation, Customer Service, Business Strategy, Customer Satisfaction, Business Process..., Risk Management, Vendor Management, Program Management, Cross-functional Team..., Business Analysis, Management
Education
UC Davis Graduate School of Management 2006 — 2010
Certificate, Project Management
Franklin Templeton Investments May 1989 - Present
Skills
Project Management, Lean Six Sigma - Green..., Operations Management, Abandoned Property, Process Improvement, Property, Sales Management, Negotiation, Customer Service, Business Strategy, Customer Satisfaction, Business Process..., Risk Management, Vendor Management, Program Management, Cross-functional Team..., Business Analysis, Management
Education
UC Davis Graduate School of Management 2006 — 2010
Certificate, Project Management
Ken Vella Ken Vella's Franklin Templeton Investments Experience October 2005 - February 2009
Job Field Sales Manager at Okta, Inc.
Industry Information Technology and Services
Experience
Okta, Inc. February 2015 - Present
Okta, Inc. May 2013 - January 2015
Yammer, Inc. October 2011 - April 2013
HighMark Capital Management September 2011 - October 2011
HighMark Capital Management March 2010 - October 2011
HighMark Capital Management March 2010 - September 2010
Lateef Investment Management June 2009 - January 2010
Franklin Templeton Investments October 2005 - February 2009
Skills
Consultative Selling, Building Relationships, Coaching, Sales, Social Media, Account Management, Marketing, New Business Development, Selling, Sales Management, Enterprise Social..., Customer Service, Strategic Planning, Management, Leadership, Value Based Selling, Salesforce.com
Education
University of California, Santa Barbara 2000 — 2004
Bachelor of Arts, Global Studies with an emphasis in Socio-Economics
Juniperro Serra High School 1996 — 2000
High School Degree
Okta, Inc. February 2015 - Present
Okta, Inc. May 2013 - January 2015
Yammer, Inc. October 2011 - April 2013
HighMark Capital Management September 2011 - October 2011
HighMark Capital Management March 2010 - October 2011
HighMark Capital Management March 2010 - September 2010
Lateef Investment Management June 2009 - January 2010
Franklin Templeton Investments October 2005 - February 2009
Skills
Consultative Selling, Building Relationships, Coaching, Sales, Social Media, Account Management, Marketing, New Business Development, Selling, Sales Management, Enterprise Social..., Customer Service, Strategic Planning, Management, Leadership, Value Based Selling, Salesforce.com
Education
University of California, Santa Barbara 2000 — 2004
Bachelor of Arts, Global Studies with an emphasis in Socio-Economics
Juniperro Serra High School 1996 — 2000
High School Degree
CJ Bivona's Franklin Templeton Investments Experience September 2005 - January 2009
Job Field Service Engineer at Siemens Energy
Industry Oil & Energy
Experience
Siemens Energy January 2014 - Present
Siemens Energy January 2013 - January 2014
Siemens Energy May 2011 - January 2013
Franklin Templeton Investments September 2005 - January 2009
Skills
Project Management, Project Planning, Financial Services, Process Improvement, Energy, Engineering, MathCAD, Matlab, NI LabVIEW, InfoPath, Siemens NX, Thermoflow, PTC Pro/Engineer
Education
University of Central Florida 2010 — 2012
Bachelor of Science, Mechanical Engineering
Saint Petersburg College 2009 — 2010
Associate in Arts, Mechanical Engineering
Siemens Energy January 2014 - Present
Siemens Energy January 2013 - January 2014
Siemens Energy May 2011 - January 2013
Franklin Templeton Investments September 2005 - January 2009
Skills
Project Management, Project Planning, Financial Services, Process Improvement, Energy, Engineering, MathCAD, Matlab, NI LabVIEW, InfoPath, Siemens NX, Thermoflow, PTC Pro/Engineer
Education
University of Central Florida 2010 — 2012
Bachelor of Science, Mechanical Engineering
Saint Petersburg College 2009 — 2010
Associate in Arts, Mechanical Engineering
Cheryl Seid Cheryl Seid's Franklin Templeton Investments Experience September 2004 - August 2007
Job Senior Manager at Salesforce.com
Industry Financial Services
Experience
Salesforce November 2014 - Present
salesforce.com June 2013 - October 2014
Apple Inc. June 2011 - June 2013
Apple Inc. August 2007 - June 2011
Franklin Templeton Investments September 2004 - August 2007
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Forecasting, Finance, Financial Reporting, Business Analysis, Corporate Finance, SAP, Business Strategy, Valuation, Process Improvement, Competitive Analysis, Analysis, Business Planning, Sales Operations, Analytics, Management, Pricing, Salesforce.com, Strategy, ERP
Education
University of California, Los Angeles 2000 — 2004
Bachelor's degree, Economics
Salesforce November 2014 - Present
salesforce.com June 2013 - October 2014
Apple Inc. June 2011 - June 2013
Apple Inc. August 2007 - June 2011
Franklin Templeton Investments September 2004 - August 2007
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Forecasting, Finance, Financial Reporting, Business Analysis, Corporate Finance, SAP, Business Strategy, Valuation, Process Improvement, Competitive Analysis, Analysis, Business Planning, Sales Operations, Analytics, Management, Pricing, Salesforce.com, Strategy, ERP
Education
University of California, Los Angeles 2000 — 2004
Bachelor's degree, Economics
Autumn Newton's Franklin Templeton Investments Experience January 2006 - October 2007
Job Territory manager/Scheduler/Owner at Newton Scheduling
Industry Marketing and Advertising
Experience
Newton Scheduling February 2009 - Present
Franklin Templeton October 2007 - February 2009
Franklin Templeton Investments January 2006 - October 2007
Superior Uniform Group May 2003 - December 2005
Superior Uniform Group March 2004 - October 2004
Superior Uniform Group May 2003 - March 2004
Surgical Services August 2002 - December 2002
Education
University of Central Florida 2001 — 2002
Bachelor, Marketing
Newton Scheduling February 2009 - Present
Franklin Templeton October 2007 - February 2009
Franklin Templeton Investments January 2006 - October 2007
Superior Uniform Group May 2003 - December 2005
Superior Uniform Group March 2004 - October 2004
Superior Uniform Group May 2003 - March 2004
Surgical Services August 2002 - December 2002
Education
University of Central Florida 2001 — 2002
Bachelor, Marketing
Michael C. Berger's Franklin Templeton Investments Experience January 1995 - July 1996
Job Marketing Professional, Writer and Educator
Industry Financial Services
Experience
Charles Schwab July 2008 - February 2009
Varsity Logistics June 2007 - February 2008
Charles Schwab April 2000 - May 2005
Bank of America December 1996 - January 2000
Franklin Templeton Investments January 1995 - July 1996
Franklin Templeton Investments July 1993 - January 1995
Franklin Templeton Investments July 1992 - July 1993
Education
University of California, Santa Barbara 1986 — 1990
BA, Business Economics
Charles Schwab July 2008 - February 2009
Varsity Logistics June 2007 - February 2008
Charles Schwab April 2000 - May 2005
Bank of America December 1996 - January 2000
Franklin Templeton Investments January 1995 - July 1996
Franklin Templeton Investments July 1993 - January 1995
Franklin Templeton Investments July 1992 - July 1993
Education
University of California, Santa Barbara 1986 — 1990
BA, Business Economics
Asha (Sharma) Triplett's Franklin Templeton Investments Experience December 2008 - April 2009
Job Senior Workday HRIS Consultant at TIBCO Software Inc.
Industry Human Resources
Experience
TIBCO Software Inc. October 2014 - Present
FireEye, Inc. June 2014 - October 2014
Visa September 2012 - December 2013
Agilent Technologies June 2010 - August 2012
Informatica June 2009 - March 2010
Franklin Templeton Investments December 2008 - April 2009
Roche Molecular Systems June 2008 - December 2008
Juniper Networks September 2007 - March 2008
Applied Materials April 2005 - August 2007
Franklin Templeton April 2001 - April 2005
Skills
HRIS, Talent Management, Talent Acquisition, Deferred Compensation, PeopleSoft, Human Resources, Onboarding, Applicant Tracking..., Performance Management, Employee Relations, College Recruiting, Program Management, Technical Recruiting, Workforce Planning, SDLC, Personnel Management, Interviews, Succession Planning, Employee Engagement, Employee Benefits, Vendor Management, Organizational Design, HR Consulting, Executive Search, Internet Recruiting, Organizational..., Temporary Placement, HR Policies, Screening, Benefits Negotiation, Contract Recruitment, Benefits Administration, Sourcing, Recruiting, Employer Branding, HR Transformation, Hiring, Taleo, Employee Training, Organizational..., Strategic HR, New Hire Orientations, Consulting, Compensation & Benefit
Education
University of California, Santa Cruz
BA, Sociology
TIBCO Software Inc. October 2014 - Present
FireEye, Inc. June 2014 - October 2014
Visa September 2012 - December 2013
Agilent Technologies June 2010 - August 2012
Informatica June 2009 - March 2010
Franklin Templeton Investments December 2008 - April 2009
Roche Molecular Systems June 2008 - December 2008
Juniper Networks September 2007 - March 2008
Applied Materials April 2005 - August 2007
Franklin Templeton April 2001 - April 2005
Skills
HRIS, Talent Management, Talent Acquisition, Deferred Compensation, PeopleSoft, Human Resources, Onboarding, Applicant Tracking..., Performance Management, Employee Relations, College Recruiting, Program Management, Technical Recruiting, Workforce Planning, SDLC, Personnel Management, Interviews, Succession Planning, Employee Engagement, Employee Benefits, Vendor Management, Organizational Design, HR Consulting, Executive Search, Internet Recruiting, Organizational..., Temporary Placement, HR Policies, Screening, Benefits Negotiation, Contract Recruitment, Benefits Administration, Sourcing, Recruiting, Employer Branding, HR Transformation, Hiring, Taleo, Employee Training, Organizational..., Strategic HR, New Hire Orientations, Consulting, Compensation & Benefit
Education
University of California, Santa Cruz
BA, Sociology
Kim Stahley's Franklin Templeton Investments Experience September 2002 - March 2006
Job Training Program Manager at WilliamsSonoma, Inc.
Industry Professional Training & Coaching
Experience
Williams-Sonoma, Inc. April 2006 - April 2008
Franklin Templeton Investments September 2002 - March 2006
Education
University of San Francisco 2001 — 2003
MA, Organization Development & Human Resources
University of California, Santa Barbara 1992 — 1996
Sinaloa Junior High
Williams-Sonoma, Inc. April 2006 - April 2008
Franklin Templeton Investments September 2002 - March 2006
Education
University of San Francisco 2001 — 2003
MA, Organization Development & Human Resources
University of California, Santa Barbara 1992 — 1996
Sinaloa Junior High
Morris Lum's Franklin Templeton Investments Experience November 2012 - Present
Job
Industry Financial Services
Experience
Franklin Templeton Investments November 2012 - Present
Education
University of Southern California 2005 — 2008
University of Southern California - Marshall School of Business 2005 — 2008
University of California, Irvine 1995 — 1999
Franklin Templeton Investments November 2012 - Present
Education
University of Southern California 2005 — 2008
University of Southern California - Marshall School of Business 2005 — 2008
University of California, Irvine 1995 — 1999
David Blower's Franklin Templeton Investments Experience July 2002 - July 2004
Job Assistant Regional Counsel at Social Security Administration
Industry Law Practice
Experience
Social Security Administration September 2008 - Present
Colorado Court of Appeals August 2007 - September 2008
Boulder City Attorney May 2006 - May 2007
Franklin Templeton Investments July 2002 - July 2004
Education
University of Colorado School of Law 2004 — 2007
JD
University of Cincinnati College of Business 1997 — 2001
BBA, Finance & International Business
Social Security Administration September 2008 - Present
Colorado Court of Appeals August 2007 - September 2008
Boulder City Attorney May 2006 - May 2007
Franklin Templeton Investments July 2002 - July 2004
Education
University of Colorado School of Law 2004 — 2007
JD
University of Cincinnati College of Business 1997 — 2001
BBA, Finance & International Business
Kelly Chang, CFA's Franklin Templeton Investments Experience July 2008 - November 2009
Job Investment Product Strategy Professional
Industry Investment Management
Experience
Wells Capital Management September 2013 - Present
BlackRock November 2009 - August 2013
Franklin Templeton Investments July 2008 - November 2009
Franklin Templeton Investments March 2007 - July 2009
Franklin Templeton January 2006 - December 2006
Morgan Stanley December 2004 - December 2005
Skills
Equities, Portfolio Management, Investments, Mutual Funds, Investment Management, Separately Managed..., ETFs, Product Development, Product Management, Performance Attribution, Asset Allocation, Alternative Investments
Education
CFA Charterholder
University of California, San Diego 1999 — 2003
BS, Management Science
Wells Capital Management September 2013 - Present
BlackRock November 2009 - August 2013
Franklin Templeton Investments July 2008 - November 2009
Franklin Templeton Investments March 2007 - July 2009
Franklin Templeton January 2006 - December 2006
Morgan Stanley December 2004 - December 2005
Skills
Equities, Portfolio Management, Investments, Mutual Funds, Investment Management, Separately Managed..., ETFs, Product Development, Product Management, Performance Attribution, Asset Allocation, Alternative Investments
Education
CFA Charterholder
University of California, San Diego 1999 — 2003
BS, Management Science
Jeff Nymark's Franklin Templeton Investments Experience July 2002 - Present
Job Senior Advisor Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 2002 - Present
Skills
Investments, Mutual Funds, Separately Managed..., Series 7, Financial Advisory, Retirement Planning, Series 63, Asset Allocation, Portfolio Management, Series 6, Financial Services
Education
University of Central Florida 1999 — 2002
BS, Finance
University of Central Florida - College of Business Administration 1999 — 2002
Franklin Templeton Investments July 2002 - Present
Skills
Investments, Mutual Funds, Separately Managed..., Series 7, Financial Advisory, Retirement Planning, Series 63, Asset Allocation, Portfolio Management, Series 6, Financial Services
Education
University of Central Florida 1999 — 2002
BS, Finance
University of Central Florida - College of Business Administration 1999 — 2002
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
Natalie Edrosolan Gebicke, AIF®'s Franklin Templeton Investments Experience July 2001 - March 2008
Job
Industry Financial Services
Experience
Goldman Sachs Asset Management July 2009 - Present
Invesco April 2008 - June 2009
Franklin Templeton Investments July 2001 - March 2008
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Investments, Series 6, Asset Allocation, Asset Managment, 401k, ETFs, Fixed Income, Equities, Wealth Management, Separately Managed..., Hedge Funds, Portfolio Management, Securities, Retirement Planning, Investment Strategies, Capital Markets
Education
University of California, San Diego 1997 — 2001
Goldman Sachs Asset Management July 2009 - Present
Invesco April 2008 - June 2009
Franklin Templeton Investments July 2001 - March 2008
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Investments, Series 6, Asset Allocation, Asset Managment, 401k, ETFs, Fixed Income, Equities, Wealth Management, Separately Managed..., Hedge Funds, Portfolio Management, Securities, Retirement Planning, Investment Strategies, Capital Markets
Education
University of California, San Diego 1997 — 2001
Andrew Mesic's Franklin Templeton Investments Experience January 2011 - Present
Job Trader at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments January 2011 - Present
Skills
Trading, Trading Strategies, Emerging Markets, Frontier Markets, Fixed Income, Foreign Exchange, FX Derivatives, Financial Modeling, Bloomberg, Reuters, Charles River IMS
Education
University of California, San Diego
BA, Economics
University of California, San Diego
BA, Political Science, International Relations
Franklin Templeton Investments January 2011 - Present
Skills
Trading, Trading Strategies, Emerging Markets, Frontier Markets, Fixed Income, Foreign Exchange, FX Derivatives, Financial Modeling, Bloomberg, Reuters, Charles River IMS
Education
University of California, San Diego
BA, Economics
University of California, San Diego
BA, Political Science, International Relations
Joann Suen's Franklin Templeton Investments Experience May 2012 - December 2012
Job CoFounder/Strategy Lead at The FogLight + Co.
Industry Marketing and Advertising
Experience
The FogLight + Co. May 2014 - Present
Franklin Templeton Investments May 2012 - December 2012
Franklin Templeton Investments June 2010 - December 2010
Smart Earth LED November 2008 - January 2009
SolarCity March 2008 - June 2008
Oracle July 2003 - March 2008
Volunteer Center of San Mateo County September 2001 - July 2003
Keynote Systems July 2000 - February 2001
Skills
Program Management, Competitive Analysis, Business Strategy, Marketing Strategy, Strategy, Leadership, Management, Marketing, Market Research, Project Management, Cross-functional Team..., Analysis, Strategic Planning, Start-ups, Business Planning, Consulting
Education
University of California, Davis - Graduate School of Management 2006 — 2009
MBA, Marketing and Finance
University of California, Los Angeles 1996 — 2000
BA, Sociology
The FogLight + Co. May 2014 - Present
Franklin Templeton Investments May 2012 - December 2012
Franklin Templeton Investments June 2010 - December 2010
Smart Earth LED November 2008 - January 2009
SolarCity March 2008 - June 2008
Oracle July 2003 - March 2008
Volunteer Center of San Mateo County September 2001 - July 2003
Keynote Systems July 2000 - February 2001
Skills
Program Management, Competitive Analysis, Business Strategy, Marketing Strategy, Strategy, Leadership, Management, Marketing, Market Research, Project Management, Cross-functional Team..., Analysis, Strategic Planning, Start-ups, Business Planning, Consulting
Education
University of California, Davis - Graduate School of Management 2006 — 2009
MBA, Marketing and Finance
University of California, Los Angeles 1996 — 2000
BA, Sociology
Jason Louie's Franklin Templeton Investments Experience October 2006 - Present
Job Sr. Financial Analyst at Franklin Templeton Investments
Industry Accounting
Experience
Franklin Templeton Investments October 2006 - Present
Arc Worldwide February 2005 - October 2006
Placement Pros October 2004 - February 2005
Skills
Microsoft Excel, Financial Reporting, Financial Analysis, Strategic Planning, Team Building, Business Analysis, Forecasting, Process Improvement, Budgets, Analysis, Sarbanes-Oxley Act, Finance, Management, Financial Modeling, PeopleSoft
Education
University of California, Santa Cruz 2000 — 2004
Franklin Templeton Investments October 2006 - Present
Arc Worldwide February 2005 - October 2006
Placement Pros October 2004 - February 2005
Skills
Microsoft Excel, Financial Reporting, Financial Analysis, Strategic Planning, Team Building, Business Analysis, Forecasting, Process Improvement, Budgets, Analysis, Sarbanes-Oxley Act, Finance, Management, Financial Modeling, PeopleSoft
Education
University of California, Santa Cruz 2000 — 2004
Steve Hans's Franklin Templeton Investments Experience June 2014 - Present
Job
Industry Information Technology and Services
Experience
Franklin Templeton Investments June 2014 - Present
Franklin Templeton Investments September 2010 - June 2014
Fox Head, Inc. September 2010 - January 2011
Franklin Templeton Investments January 2010 - September 2010
Gracenote, Inc. (SONY Corp. of America) June 2009 - January 2010
Paradigm Management Services August 2008 - December 2008
Juniper Networks, Inc. June 2006 - August 2008
Adaptec, Inc. February 2005 - May 2006
Carlson Marketing Group 2004 - 2005
Amenglish.com, Inc. 2001 - 2004
Skills
SharePoint, Information Architecture, Enterprise Content..., Enterprise Architecture, Business Intelligence, IT Strategy, Knowledge Management, Visual Design, Enterprise Search, Vendor Management, Solution Architecture, Disaster Recovery, .NET, SQL, Project Management, Virtualization, Windows Server, SharePoint 2013, Architectures, Architecture, FAST Search Server 2010..., Office 365
Education
FAST University (Boston) 2010 — 2010
Advanced Certifications, FAST Search Server 2010 for SharePoint
University of California, Santa Barbara 1996 — 2000
B.A., Art Studio - Emphasis on Digital Media
Franklin Templeton Investments June 2014 - Present
Franklin Templeton Investments September 2010 - June 2014
Fox Head, Inc. September 2010 - January 2011
Franklin Templeton Investments January 2010 - September 2010
Gracenote, Inc. (SONY Corp. of America) June 2009 - January 2010
Paradigm Management Services August 2008 - December 2008
Juniper Networks, Inc. June 2006 - August 2008
Adaptec, Inc. February 2005 - May 2006
Carlson Marketing Group 2004 - 2005
Amenglish.com, Inc. 2001 - 2004
Skills
SharePoint, Information Architecture, Enterprise Content..., Enterprise Architecture, Business Intelligence, IT Strategy, Knowledge Management, Visual Design, Enterprise Search, Vendor Management, Solution Architecture, Disaster Recovery, .NET, SQL, Project Management, Virtualization, Windows Server, SharePoint 2013, Architectures, Architecture, FAST Search Server 2010..., Office 365
Education
FAST University (Boston) 2010 — 2010
Advanced Certifications, FAST Search Server 2010 for SharePoint
University of California, Santa Barbara 1996 — 2000
B.A., Art Studio - Emphasis on Digital Media
Lucy Nicholls's Franklin Templeton Investments Experience October 2013 - Present
Job Corporate Finance & Treasury Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2013 - Present
Franklin Templeton Investments October 2010 - October 2013
Franklin Templeton Investments March 2008 - September 2010
UCSB Map and Imagery Laboratory March 2004 - August 2007
US Department of Commerce International Trade Administration March 2007 - June 2007
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Accounting, Cash Management, Investor Relations, Treasury Management, Treasury, Financial Modeling, Investments, Sarbanes-Oxley Act, Asset Management, Financial Accounting, Analysis, Internal Controls
Education
University of California, Santa Barbara 2003 — 2007
Political Science, International Relations
Franklin Templeton Investments October 2013 - Present
Franklin Templeton Investments October 2010 - October 2013
Franklin Templeton Investments March 2008 - September 2010
UCSB Map and Imagery Laboratory March 2004 - August 2007
US Department of Commerce International Trade Administration March 2007 - June 2007
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Accounting, Cash Management, Investor Relations, Treasury Management, Treasury, Financial Modeling, Investments, Sarbanes-Oxley Act, Asset Management, Financial Accounting, Analysis, Internal Controls
Education
University of California, Santa Barbara 2003 — 2007
Political Science, International Relations
Dylan Hyatt's Franklin Templeton Investments Experience September 2011 - Present
Job Experienced Derivatives Specialist
Industry Investment Management
Experience
Franklin Templeton Investments September 2011 - Present
Education
University of California, Santa Barbara
B.A, Global Studies with Political and Socio-Economic Emphasis
University of the Pacific - McGeorge School of Law
J.D. with Distinction
Franklin Templeton Investments September 2011 - Present
Education
University of California, Santa Barbara
B.A, Global Studies with Political and Socio-Economic Emphasis
University of the Pacific - McGeorge School of Law
J.D. with Distinction
Sophia Valath's Franklin Templeton Investments Experience April 2011 - August 2014
Job Artistic Director at Nava Dance Theatre
Industry Performing Arts
Experience
Nava Dance Theatre January 2013 - Present
Franklin Templeton Investments April 2011 - August 2014
Franklin Templeton Investments January 2008 - April 2011
Franklin Templeton Investments August 2006 - December 2007
Franklin Templeton Investments June 2006 - August 2006
Skills
Mutual Funds, Financial Modeling, Investments, Contemporary Dance, Fixed Income, Series 7, Choreography, Customer Service, Equities, Public Speaking, Arts Integration, Asset Management, Leadership
Education
University of California, Davis 2002 — 2006
Nava Dance Theatre January 2013 - Present
Franklin Templeton Investments April 2011 - August 2014
Franklin Templeton Investments January 2008 - April 2011
Franklin Templeton Investments August 2006 - December 2007
Franklin Templeton Investments June 2006 - August 2006
Skills
Mutual Funds, Financial Modeling, Investments, Contemporary Dance, Fixed Income, Series 7, Choreography, Customer Service, Equities, Public Speaking, Arts Integration, Asset Management, Leadership
Education
University of California, Davis 2002 — 2006
Rodolfo Victoria's Franklin Templeton Investments Experience February 2011 - Present
Job Senior Shareholder Report Writer
Industry Financial Services
Experience
Franklin Templeton Investments February 2011 - Present
Franklin Templeton Investments December 2007 - February 2011
NYSE Arca Exchange / NYSE Group November 2003 - November 2006
Pacific Exchange April 2000 - November 2003
Skills
Bloomberg, Equities, Investments, Fixed Income, Data Analysis, Financial Services, Market Research, Mutual Funds
Education
University of Michigan 1993 — 1996
Master of Fine Arts, Creative Writing
University of California, Los Angeles
Bachelor of Arts, English
Franklin Templeton Investments February 2011 - Present
Franklin Templeton Investments December 2007 - February 2011
NYSE Arca Exchange / NYSE Group November 2003 - November 2006
Pacific Exchange April 2000 - November 2003
Skills
Bloomberg, Equities, Investments, Fixed Income, Data Analysis, Financial Services, Market Research, Mutual Funds
Education
University of Michigan 1993 — 1996
Master of Fine Arts, Creative Writing
University of California, Los Angeles
Bachelor of Arts, English
Lisa Gallegos's Franklin Templeton Investments Experience July 1993 - Present
Job VP of Corp Comm Global at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 1993 - Present
Skills
Internal Communications, Investor Relations, Media Relations, Strategic Communications, Crisis Communications, Corporate Communications, Communication Training, Thought Leadership, Product Marketing, Strategy, Public Relations, Marketing Communications, Communications Planning, Corporate Branding, Integrated Marketing
Education
University of San Francisco 1992 — 1995
MBA
University of California, Santa Barbara 1984 — 1988
Franklin Templeton Investments July 1993 - Present
Skills
Internal Communications, Investor Relations, Media Relations, Strategic Communications, Crisis Communications, Corporate Communications, Communication Training, Thought Leadership, Product Marketing, Strategy, Public Relations, Marketing Communications, Communications Planning, Corporate Branding, Integrated Marketing
Education
University of San Francisco 1992 — 1995
MBA
University of California, Santa Barbara 1984 — 1988
Allison (Cheek) Ziff's Franklin Templeton Investments Experience September 2005 - Present
Job Supervisor Fiduciary Client Services at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 2005 - Present
Brown Brothers Harriman December 2004 - August 2005
Investors Bank & Trust August 2002 - December 2004
Education
University of Central Florida - College of Business Administration 1998 — 2002
Bachelor of Business Administration (BBA), Finance
Franklin Templeton Investments September 2005 - Present
Brown Brothers Harriman December 2004 - August 2005
Investors Bank & Trust August 2002 - December 2004
Education
University of Central Florida - College of Business Administration 1998 — 2002
Bachelor of Business Administration (BBA), Finance
Aliya Gordon's Franklin Templeton Investments Experience March 2004 - Present
Job Senior Associate General Counsel at Franklin Templeton Investments
Industry Legal Services
Experience
Franklin Templeton Investments March 2004 - Present
Steefel, Levitt & Weiss 2000 - 2004
Education
University of California, Hastings College of the Law 1997 — 2000
University of Maryland College Park 1991 — 1995
BA, Criminology and Criminal Justice
University of California, Los Angeles 1993 — 1994
Franklin Templeton Investments March 2004 - Present
Steefel, Levitt & Weiss 2000 - 2004
Education
University of California, Hastings College of the Law 1997 — 2000
University of Maryland College Park 1991 — 1995
BA, Criminology and Criminal Justice
University of California, Los Angeles 1993 — 1994
Dennis Bell's Franklin Templeton Investments Experience January 1985 - December 1986
Job President Lewis Cellars Winery
Industry Wine and Spirits
Experience
Lewis Cellars Winery January 1999 - Present
Any Mountain, Ltd January 1997 - December 1998
DB Resources January 1996 - December 1996
FACS For Offices January 1993 - December 1995
Neel Human Resources January 1988 - December 1992
Norcal Mutual Insurance January 1987 - December 1987
Franklin Templeton Investments January 1985 - December 1986
American Writing Service January 1984 - December 1984
Skills
Strategy, Winemaking, Wineries, Management, Retail, Recruiting, Strategic Planning, Employee Relations, Direct Sales, Restaurants, Human Resources, Wine Tasting, Wine, Hospitality Industry, Food & Beverage, Menu Development, Alcoholic Beverages, E-commerce, Wine Lists, Marketing
Education
UC Santa Barbara
B.A, English Language and Literature, General
Lewis Cellars Winery January 1999 - Present
Any Mountain, Ltd January 1997 - December 1998
DB Resources January 1996 - December 1996
FACS For Offices January 1993 - December 1995
Neel Human Resources January 1988 - December 1992
Norcal Mutual Insurance January 1987 - December 1987
Franklin Templeton Investments January 1985 - December 1986
American Writing Service January 1984 - December 1984
Skills
Strategy, Winemaking, Wineries, Management, Retail, Recruiting, Strategic Planning, Employee Relations, Direct Sales, Restaurants, Human Resources, Wine Tasting, Wine, Hospitality Industry, Food & Beverage, Menu Development, Alcoholic Beverages, E-commerce, Wine Lists, Marketing
Education
UC Santa Barbara
B.A, English Language and Literature, General
Deborah Han's Franklin Templeton Investments Experience April 2011 - April 2015
Job Vice President/Manager, Client Services at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management May 2015 - Present
Franklin Templeton Investments April 2011 - April 2015
Franklin Templeton Investments February 2008 - April 2011
Fisher Investments 2007 - 2008
Fisher Investments 2006 - 2007
Fisher Investments 2005 - 2006
Fisher Investments 2003 - 2005
Education
University of California, San Diego 1998 — 2002
Bernstein Private Wealth Management May 2015 - Present
Franklin Templeton Investments April 2011 - April 2015
Franklin Templeton Investments February 2008 - April 2011
Fisher Investments 2007 - 2008
Fisher Investments 2006 - 2007
Fisher Investments 2005 - 2006
Fisher Investments 2003 - 2005
Education
University of California, San Diego 1998 — 2002
Lowen, Charles's Franklin Templeton Investments Experience May 1998 - January 1999
Job Vice President Institutional Sales Trading Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 1999 - Present
Charles Schwab & CO., Inc January 1999 - July 1999
Franklin Templeton Investments May 1998 - January 1999
Paine Webber Inc. May 1996 - August 1996
Education
University of Colorado Boulder 1993 — 1998
BA, Psychology Major, Business Minor
Credit Suisse July 1999 - Present
Charles Schwab & CO., Inc January 1999 - July 1999
Franklin Templeton Investments May 1998 - January 1999
Paine Webber Inc. May 1996 - August 1996
Education
University of Colorado Boulder 1993 — 1998
BA, Psychology Major, Business Minor
Noah Breyer's Franklin Templeton Investments Experience February 2007 - Present
Job Wealth Management Technologies Senior Systems Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments February 2007 - Present
UNION BANK OF CALIFORNIA INSTITUTIONAL CUSTODY SERVICES May 1998 - February 2007
FIDUCIARY TRUST COMPANY INTERNATIONAL January 1997 - May 1998
CHASE MANHATTAN BANK June 1994 - January 1997
MITSUBISHI GLOBAL CUSTODY March 1990 - May 1994
Skills
SDLC, Data Warehousing, Business Analysis, Requirements Analysis, Vendor Management, Fixed Income, Business Intelligence, Data Modeling, Project Management, Banking, Management, Project Planning, Software Documentation, Leadership, Business Requirements, CRM, Integration, Strategic Planning, Financial Services, Program Management
Education
University of California, Santa Cruz 1984 — 1989
BA, Political Economy of Japan/East Asian Studies
Franklin Templeton Investments February 2007 - Present
UNION BANK OF CALIFORNIA INSTITUTIONAL CUSTODY SERVICES May 1998 - February 2007
FIDUCIARY TRUST COMPANY INTERNATIONAL January 1997 - May 1998
CHASE MANHATTAN BANK June 1994 - January 1997
MITSUBISHI GLOBAL CUSTODY March 1990 - May 1994
Skills
SDLC, Data Warehousing, Business Analysis, Requirements Analysis, Vendor Management, Fixed Income, Business Intelligence, Data Modeling, Project Management, Banking, Management, Project Planning, Software Documentation, Leadership, Business Requirements, CRM, Integration, Strategic Planning, Financial Services, Program Management
Education
University of California, Santa Cruz 1984 — 1989
BA, Political Economy of Japan/East Asian Studies
Alvin Hasegawa's Franklin Templeton Investments Experience November 1984 - Present
Job Manager, Retirement Plans Compliance at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments November 1984 - Present
Franklin Templeton Investments 1984 - 2008
Skills
Series 63, Call Center, Due Diligence, Risk Management, Strategic Planning, Mutual Funds
Education
University of California, Los Angeles 1980 — 1984
BA, Communication Studies
Franklin Templeton Investments November 1984 - Present
Franklin Templeton Investments 1984 - 2008
Skills
Series 63, Call Center, Due Diligence, Risk Management, Strategic Planning, Mutual Funds
Education
University of California, Los Angeles 1980 — 1984
BA, Communication Studies
Susan Hinkson Haskins's Franklin Templeton Investments Experience 2012 - Present
Job Global Product Marketing at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments 2012 - Present
Mellon Capital Management 2007 - 2012
Mellon Capital Management 2005 - 2007
Mellon Capital Management 2002 - 2003
Mellon Capital Management 1996 - 2002
Mellon Capital Management 1992 - 1996
United New Mexico Trust Company 1989 - 1992
Pacific Stock Exchange 1987 - 1989
Skills
Hedge Funds, Derivatives, Asset Managment, Equities, Asset Allocation, Investments, Portfolio Management, Alternative Investments, Investment Strategies, Investment Management, Product Marketing, Marketing Communications, Proposal Writing, Project Management, Product Development, Mentoring Of Staff, Staff Development, Marketing Management, Market Research, Product Management, Competitive Analysis, Asset Management
Education
University of California, Santa Cruz
Bachelor of Arts (B.A.), Economics
Chartered Financial Analyst
Franklin Templeton Investments 2012 - Present
Mellon Capital Management 2007 - 2012
Mellon Capital Management 2005 - 2007
Mellon Capital Management 2002 - 2003
Mellon Capital Management 1996 - 2002
Mellon Capital Management 1992 - 1996
United New Mexico Trust Company 1989 - 1992
Pacific Stock Exchange 1987 - 1989
Skills
Hedge Funds, Derivatives, Asset Managment, Equities, Asset Allocation, Investments, Portfolio Management, Alternative Investments, Investment Strategies, Investment Management, Product Marketing, Marketing Communications, Proposal Writing, Project Management, Product Development, Mentoring Of Staff, Staff Development, Marketing Management, Market Research, Product Management, Competitive Analysis, Asset Management
Education
University of California, Santa Cruz
Bachelor of Arts (B.A.), Economics
Chartered Financial Analyst
Bryant Chang's Franklin Templeton Investments Experience August 2013 - July 2015
Job Senior Business Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2013 - July 2015
Franklin Templeton Investments December 2010 - July 2013
Straits Management August 2010 - December 2010
Direct One Inc January 2009 - July 2010
Morgan Stanley Smith Barney May 2007 - November 2008
Skills
Financial Analysis, Leadership, Fixed Income, Microsoft Office, Business Analysis, Management, Customer Service, Analysis, Strategic Planning, Finance, Microsoft Word, Data Analysis, Research
Education
University of Southern California
Master of Business Administration (M.B.A.)
University of California, Irvine 2004 — 2008
Bachelor degree, Economics and Sociology
Franklin Templeton Investments August 2013 - July 2015
Franklin Templeton Investments December 2010 - July 2013
Straits Management August 2010 - December 2010
Direct One Inc January 2009 - July 2010
Morgan Stanley Smith Barney May 2007 - November 2008
Skills
Financial Analysis, Leadership, Fixed Income, Microsoft Office, Business Analysis, Management, Customer Service, Analysis, Strategic Planning, Finance, Microsoft Word, Data Analysis, Research
Education
University of Southern California
Master of Business Administration (M.B.A.)
University of California, Irvine 2004 — 2008
Bachelor degree, Economics and Sociology
Billy Alhorn's Franklin Templeton Investments Experience November 2010 - December 2011
Job Legal Office Specialist at San Mateo County
Industry Financial Services
Experience
San Mateo County April 2015 - Present
Apple September 2014 - April 2015
US Department of Health and Human Services December 2011 - March 2013
Franklin Templeton Investments November 2010 - December 2011
McCarthy Asset Management, Inc. September 2004 - November 2010
Charles Schwab November 2003 - August 2004
Charles Schwab April 2000 - October 2003
Charles Schwab March 1999 - March 2000
Franklin Templeton Investments August 1997 - March 1999
Skills
Finance, Mutual Funds, Wealth Management, Retirement, Investments, Trading, Hedge Funds, Portfolio Management, Asset Management, Financial Analysis, Leadership, CRM, Strategy, Sales
Education
University of California, Berkeley Extension 2002 — 2004
Certification, Certificate in Personal Financial Planning
Uppsala University 1994 — 1995
International Economics
University of Colorado Boulder 1992 — 1995
BS, International Business and Marketing
San Mateo County April 2015 - Present
Apple September 2014 - April 2015
US Department of Health and Human Services December 2011 - March 2013
Franklin Templeton Investments November 2010 - December 2011
McCarthy Asset Management, Inc. September 2004 - November 2010
Charles Schwab November 2003 - August 2004
Charles Schwab April 2000 - October 2003
Charles Schwab March 1999 - March 2000
Franklin Templeton Investments August 1997 - March 1999
Skills
Finance, Mutual Funds, Wealth Management, Retirement, Investments, Trading, Hedge Funds, Portfolio Management, Asset Management, Financial Analysis, Leadership, CRM, Strategy, Sales
Education
University of California, Berkeley Extension 2002 — 2004
Certification, Certificate in Personal Financial Planning
Uppsala University 1994 — 1995
International Economics
University of Colorado Boulder 1992 — 1995
BS, International Business and Marketing
John Gould, CIMA®'s Franklin Templeton Investments Experience August 1987 - November 2000
Job Managing Director, Regional Consultant at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management April 2003 - Present
Franklin Templeton Investments August 1987 - November 2000
Education
University of California, Santa Barbara 1981 — 1986
BA, Business Economics
Thornburg Investment Management April 2003 - Present
Franklin Templeton Investments August 1987 - November 2000
Education
University of California, Santa Barbara 1981 — 1986
BA, Business Economics
Aileen Lu, CPA (inactive)'s Franklin Templeton Investments Experience February 2014 - Present
Job Supervisor at Franklin Templeton Investments
Industry Accounting
Experience
Franklin Templeton Investments February 2014 - Present
Franklin Templeton Investments July 2011 - January 2014
KPMG August 2008 - April 2011
UC Santa Cruz September 2007 - June 2008
Skills
SOX, Financial Accounting, Accounting, Financial Reporting, Auditing, Financial Statements, Sarbanes-Oxley Act
Education
University of California, Santa Cruz 2004 — 2008
Bachelor of Science, Business Management Economics; Accounting
Franklin Templeton Investments February 2014 - Present
Franklin Templeton Investments July 2011 - January 2014
KPMG August 2008 - April 2011
UC Santa Cruz September 2007 - June 2008
Skills
SOX, Financial Accounting, Accounting, Financial Reporting, Auditing, Financial Statements, Sarbanes-Oxley Act
Education
University of California, Santa Cruz 2004 — 2008
Bachelor of Science, Business Management Economics; Accounting
Cory Clar's Franklin Templeton Investments Experience 2011 - 2011
Job Writer and Editor, User Experience (UX)
Industry Financial Services
Experience
Wells Fargo December 2013 - June 2015
Wescom Credit Union October 2012 - November 2013
Morgan Stanley Smith Barney 2012 - January 2012
Wescom Credit Union January 2010 - November 2011
Franklin Templeton Investments 2011 - 2011
Wescom Credit Union 2010 - 2011
Contango Capital Advisors 2008 - 2011
Nollenberger Capital Partners 2006 - 2007
Merriman Curhan Ford & Co. 2003 - 2006
Financial Services and Biotechnology Companies 2001 - 2003
Skills
Editing, Risk Management, Copywriting, Microsoft Excel, Leadership, Research, Series 7, Copy Editing, Financial Analysis, Investments, Asset Managment, Asset Management, Marketing, Marketing Communications, Equity Research, Financial Modeling, Social Media
Education
University of California, Santa Cruz
BA
Wells Fargo December 2013 - June 2015
Wescom Credit Union October 2012 - November 2013
Morgan Stanley Smith Barney 2012 - January 2012
Wescom Credit Union January 2010 - November 2011
Franklin Templeton Investments 2011 - 2011
Wescom Credit Union 2010 - 2011
Contango Capital Advisors 2008 - 2011
Nollenberger Capital Partners 2006 - 2007
Merriman Curhan Ford & Co. 2003 - 2006
Financial Services and Biotechnology Companies 2001 - 2003
Skills
Editing, Risk Management, Copywriting, Microsoft Excel, Leadership, Research, Series 7, Copy Editing, Financial Analysis, Investments, Asset Managment, Asset Management, Marketing, Marketing Communications, Equity Research, Financial Modeling, Social Media
Education
University of California, Santa Cruz
BA
Katie (Wolfe) Imming's Franklin Templeton Investments Experience February 2013 - October 2014
Job Value Added Marketing Manager
Industry Investment Management
Experience
Franklin Templeton Investments February 2013 - October 2014
BlackRock January 2011 - July 2012
BlackRock January 2008 - January 2011
Barclays Global Investors January 2006 - January 2008
SF Marketing June 2005 - January 2006
Skills
Integrated Marketing, Media Relations, Marketing Strategy, Marketing Communications, Marketing, Corporate Communications, Asset Management, Analytics, Crisis Communications, Management, B2B, Social Media, Asset Managment, Event Planning, Investments, Market Research, Program Management, PowerPoint, Outlook, Employee Relations, Messaging, Blogging, Microsoft Excel, Online Advertising, Creative Writing, content marketing
Education
University of California, Santa Barbara 2001 — 2005
Bachelor's of Science, Communications and Women's Studies
CCHS
Franklin Templeton Investments February 2013 - October 2014
BlackRock January 2011 - July 2012
BlackRock January 2008 - January 2011
Barclays Global Investors January 2006 - January 2008
SF Marketing June 2005 - January 2006
Skills
Integrated Marketing, Media Relations, Marketing Strategy, Marketing Communications, Marketing, Corporate Communications, Asset Management, Analytics, Crisis Communications, Management, B2B, Social Media, Asset Managment, Event Planning, Investments, Market Research, Program Management, PowerPoint, Outlook, Employee Relations, Messaging, Blogging, Microsoft Excel, Online Advertising, Creative Writing, content marketing
Education
University of California, Santa Barbara 2001 — 2005
Bachelor's of Science, Communications and Women's Studies
CCHS
Tom Dickson's Franklin Templeton Investments Experience July 1994 - January 2002
Job Director Client Service & Sales at Edinburgh Partners North America, Inc.
Industry Financial Services
Experience
Edinburgh Partners Ltd. January 2014 - Present
Edinburgh Partners North America, Inc. January 2014 - Present
Franklin Templeton Institutional January 2002 - June 2013
Franklin Templeton Investments July 1994 - January 2002
Franklin Templeton Investments July 1992 - July 1994
Skills
Fixed Income, Asset Allocation, Asset Management, Portfolio Management, Financial Services, Alternative Investments, Mutual Funds, Institutional Sales, Institutional Relations, Equities, Real Estate, Client Relations Skills, Manage Client..., Global Client Management, Series 7, Series 63, Series 6, Consultants, Written & Oral..., Client Presentation
Education
University of Miami - School of Business 1998 — 1999
Masters, Business Administration - Int'l Business
University of California, Davis 1987 — 1992
Bachelor Science, Managerial and Agricultural Economics
Edinburgh Partners Ltd. January 2014 - Present
Edinburgh Partners North America, Inc. January 2014 - Present
Franklin Templeton Institutional January 2002 - June 2013
Franklin Templeton Investments July 1994 - January 2002
Franklin Templeton Investments July 1992 - July 1994
Skills
Fixed Income, Asset Allocation, Asset Management, Portfolio Management, Financial Services, Alternative Investments, Mutual Funds, Institutional Sales, Institutional Relations, Equities, Real Estate, Client Relations Skills, Manage Client..., Global Client Management, Series 7, Series 63, Series 6, Consultants, Written & Oral..., Client Presentation
Education
University of Miami - School of Business 1998 — 1999
Masters, Business Administration - Int'l Business
University of California, Davis 1987 — 1992
Bachelor Science, Managerial and Agricultural Economics
Maryalina Shipley's Franklin Templeton Investments Experience 2005 - 2006
Job Change & Release Manager at Citco Technology Management
Industry Financial Services
Experience
Citco Technology Management March 2004 - Present
Franklin Templeton Investments 2005 - 2006
Skills
Market Data, Equities, Corporate Actions, Bloomberg, Fixed Income, Business Analysis, Derivatives, Middle Office, Financial Markets, Hedge Funds, Financial Services, Asset Management, Electronic Trading, Options, Capital Markets, Trading Systems, Back Office, Bloomberg Terminal, Equity Derivatives, Alternative Investments, Mutual Funds, Asset Managment, Bonds, FX Options, Management, Change Management, Release Management, CMDB
Education
University of Central Florida - College of Business Administration 2002 — 2004
BSBA, Business Management
Citco Technology Management March 2004 - Present
Franklin Templeton Investments 2005 - 2006
Skills
Market Data, Equities, Corporate Actions, Bloomberg, Fixed Income, Business Analysis, Derivatives, Middle Office, Financial Markets, Hedge Funds, Financial Services, Asset Management, Electronic Trading, Options, Capital Markets, Trading Systems, Back Office, Bloomberg Terminal, Equity Derivatives, Alternative Investments, Mutual Funds, Asset Managment, Bonds, FX Options, Management, Change Management, Release Management, CMDB
Education
University of Central Florida - College of Business Administration 2002 — 2004
BSBA, Business Management
Annette Mulcaire's Franklin Templeton Investments Experience February 1986 - March 1996
Job Marketing and Operations Manager at Pinnacle One Insurance, a Robert Varich Agency
Industry Insurance
Experience
Franklin Templeton Investments February 1986 - March 1996
Skills
Product Management, Mutual Funds, Marketing, Insurance, Property & Casualty..., Marketing Communications, Direct Marketing, Marketing Strategy, Life Insurance, Commercial Insurance, Email Marketing, Social Media Marketing, Health Insurance, Sales, General Insurance, Marketing Management, Market Research, Casualty, Social Media
Education
University of California, Santa Barbara 1979 — 1984
BA, Business Economics
Franklin Templeton Investments February 1986 - March 1996
Skills
Product Management, Mutual Funds, Marketing, Insurance, Property & Casualty..., Marketing Communications, Direct Marketing, Marketing Strategy, Life Insurance, Commercial Insurance, Email Marketing, Social Media Marketing, Health Insurance, Sales, General Insurance, Marketing Management, Market Research, Casualty, Social Media
Education
University of California, Santa Barbara 1979 — 1984
BA, Business Economics
Jesse Fu's Franklin Templeton Investments Experience January 2010 - Present
Job Corporate Counsel at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments January 2010 - Present
Simpson Thacher & Bartlett LLP October 2007 - December 2009
Skills
Securities Regulation, Corporate Law, Corporate Governance, Hedge Funds, Corporate Finance, Mergers & Acquisitions, Private Equity
Education
USC Gould School of Law 2004 — 2007
J.D.
University of California, Los Angeles 2000 — 2004
B.S.
Franklin Templeton Investments January 2010 - Present
Simpson Thacher & Bartlett LLP October 2007 - December 2009
Skills
Securities Regulation, Corporate Law, Corporate Governance, Hedge Funds, Corporate Finance, Mergers & Acquisitions, Private Equity
Education
USC Gould School of Law 2004 — 2007
J.D.
University of California, Los Angeles 2000 — 2004
B.S.
Evan Schechter's Franklin Templeton Investments Experience August 2006 - August 2007
Job Investment Management Consultant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2011 - Present
Transamerica Financial Advisors, Inc. August 2007 - May 2011
Franklin Templeton Investments August 2006 - August 2007
Skills
Series 66, Series 7, Global Economy, Asset Management, Asset Allocation, Public Speaking, Customer Service, PowerPoint, Microsoft Office, Outlook, Microsoft Excel, English, Research, Windows, HTML, Uniform Combined State...
Education
Universitiy of Central Florida 2002 — 2006
Bachelor of Science (B.S.), Marketing
University of Central Florida 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Raymond James Financial Inc. May 2011 - Present
Transamerica Financial Advisors, Inc. August 2007 - May 2011
Franklin Templeton Investments August 2006 - August 2007
Skills
Series 66, Series 7, Global Economy, Asset Management, Asset Allocation, Public Speaking, Customer Service, PowerPoint, Microsoft Office, Outlook, Microsoft Excel, English, Research, Windows, HTML, Uniform Combined State...
Education
Universitiy of Central Florida 2002 — 2006
Bachelor of Science (B.S.), Marketing
University of Central Florida 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Stephen Oler's Franklin Templeton Investments Experience September 1995 - June 1996
Job Portfolio Manager, Retired
Industry Financial Services
Experience
Self Employed January 2015 - Present
Pyramis Global Advisors September 2005 - December 2014
Putnam Investments August 1996 - June 2005
Franklin Templeton Investments September 1995 - June 1996
Baring Asset Management September 1985 - June 1995
Skills
Portfolio Management, Asset Managment, Hedge Funds, Equities, Asset Management, Alternative Investments, Equity Research, Financial Statement..., Emerging Markets, Valuation, Investment Management, Asset Allocation, Investment Strategies, Due Diligence, Fixed Income, Mutual Funds, Securities
Education
University of Cambridge 1983 — 1985
MPhil, International Relations
University of Pennsylvania 1979 — 1983
BA, History
Self Employed January 2015 - Present
Pyramis Global Advisors September 2005 - December 2014
Putnam Investments August 1996 - June 2005
Franklin Templeton Investments September 1995 - June 1996
Baring Asset Management September 1985 - June 1995
Skills
Portfolio Management, Asset Managment, Hedge Funds, Equities, Asset Management, Alternative Investments, Equity Research, Financial Statement..., Emerging Markets, Valuation, Investment Management, Asset Allocation, Investment Strategies, Due Diligence, Fixed Income, Mutual Funds, Securities
Education
University of Cambridge 1983 — 1985
MPhil, International Relations
University of Pennsylvania 1979 — 1983
BA, History
Tania Tovey's Franklin Templeton Investments Experience September 2014 - Present
Job Senior Compensation Consultant at Franklin Templeton
Industry Investment Management
Experience
Franklin Templeton Investments September 2014 - Present
Radford April 2014 - June 2014
Franklin Templeton Investments September 2013 - March 2014
Franklin Templeton Investments August 2011 - September 2013
Equilar June 2010 - August 2011
Equilar July 2008 - June 2010
Skills
Executive Pay, Recruiting, Analytics, Data Analysis, Deferred Compensation, Equities, Performance Management, Strategy, Analysis, Management Consulting, Market Research, Salesforce.com
Education
University of California, Santa Barbara 2004 — 2008
Mathematics
Franklin Templeton Investments September 2014 - Present
Radford April 2014 - June 2014
Franklin Templeton Investments September 2013 - March 2014
Franklin Templeton Investments August 2011 - September 2013
Equilar June 2010 - August 2011
Equilar July 2008 - June 2010
Skills
Executive Pay, Recruiting, Analytics, Data Analysis, Deferred Compensation, Equities, Performance Management, Strategy, Analysis, Management Consulting, Market Research, Salesforce.com
Education
University of California, Santa Barbara 2004 — 2008
Mathematics
Victoria Porter's Franklin Templeton Investments Experience April 1998 - July 2000
Job Human Resources Professional
Industry Human Resources
Experience
Capital One Financial Corporation August 2000 - August 2002
Franklin Templeton Investments April 1998 - July 2000
Education
University of California, Davis
BA
Capital One Financial Corporation August 2000 - August 2002
Franklin Templeton Investments April 1998 - July 2000
Education
University of California, Davis
BA
Bobby Stevenson's Franklin Templeton Investments Experience March 2004 - Present
Job
Industry
Experience
Franklin Templeton Investments March 2004 - Present
Education
University of California, Los Angeles
Franklin Templeton Investments March 2004 - Present
Education
University of California, Los Angeles
Kara Henderson's Franklin Templeton Investments Experience August 2012 - Present
Job Net Asset Value Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2012 - Present
Students For Liberty July 2011 - Present
California Review June 2011 - Present
California Swim Shop May 2007 - September 2010
Skills
Customer Service, Salesforce.com, Microsoft Excel, Microsoft Word, Economics, Editing, Community Outreach, Microsoft Office, Recruiting, Econometrics
Education
UC San Diego 2010 — 2012
B.A., Economics
Franklin Templeton Investments August 2012 - Present
Students For Liberty July 2011 - Present
California Review June 2011 - Present
California Swim Shop May 2007 - September 2010
Skills
Customer Service, Salesforce.com, Microsoft Excel, Microsoft Word, Economics, Editing, Community Outreach, Microsoft Office, Recruiting, Econometrics
Education
UC San Diego 2010 — 2012
B.A., Economics
Joseph Shin's Franklin Templeton Investments Experience July 2010 - July 2012
Job Home Mortgage Consultant NMLS ID 957349 at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage May 2015 - Present
PlainsCapital Corporation September 2014 - December 2014
Wells Fargo Home Mortgage August 2012 - August 2014
Franklin Templeton Investments July 2010 - July 2012
Skills
Mortgage Lending, Banking, Financial Analysis, Investments, Finance, Portfolio Management, Risk Management, Customer Service, Sales, Financial Services, Loans, Credit, Mortgage Banking, Relationship Management, Loan Origination, Residential Mortgages, Refinance
Education
University of California, Irvine 2004 — 2008
Bachelor of Arts (BA), Economics
San Mateo High School
Wells Fargo Home Mortgage May 2015 - Present
PlainsCapital Corporation September 2014 - December 2014
Wells Fargo Home Mortgage August 2012 - August 2014
Franklin Templeton Investments July 2010 - July 2012
Skills
Mortgage Lending, Banking, Financial Analysis, Investments, Finance, Portfolio Management, Risk Management, Customer Service, Sales, Financial Services, Loans, Credit, Mortgage Banking, Relationship Management, Loan Origination, Residential Mortgages, Refinance
Education
University of California, Irvine 2004 — 2008
Bachelor of Arts (BA), Economics
San Mateo High School
James Eoin Powell's Franklin Templeton Investments Experience 2002 - April 2004
Job Field Test Technician at VOC Testing Inc.
Industry Environmental Services
Experience
VOC Testing Inc. April 2004 - Present
Franklin Templeton Investments 2002 - April 2004
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of California, Riverside 1988 — 2003
Bachelor of Science (B.S.), Psychobiology
VOC Testing Inc. April 2004 - Present
Franklin Templeton Investments 2002 - April 2004
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of California, Riverside 1988 — 2003
Bachelor of Science (B.S.), Psychobiology
Shizuka Wire's Franklin Templeton Investments Experience 1995 - 1999
Job Government Administration Professional
Industry Government Administration
Experience
City of Clearwater 2007 - 2008
City of Clearwater 2000 - 2007
Danka Office Imaging 1999 - 2000
Franklin Templeton Investments 1995 - 1999
Skills
Project Management, Government, Analysis, Data Analysis, Public Administration, Economic Development, Access, Program Management, System Administration, Policy Analysis, Proposal Writing
Education
University of California, Davis 1990 — 1994
Bachelor of Arts (BA), International Relations
City of Clearwater 2007 - 2008
City of Clearwater 2000 - 2007
Danka Office Imaging 1999 - 2000
Franklin Templeton Investments 1995 - 1999
Skills
Project Management, Government, Analysis, Data Analysis, Public Administration, Economic Development, Access, Program Management, System Administration, Policy Analysis, Proposal Writing
Education
University of California, Davis 1990 — 1994
Bachelor of Arts (BA), International Relations
Vanguard
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments