Franklin Templeton Investments
Industry: Investment management company
DescriptionFranklin Resources Inc. is an American holding company that, together with its subsidiaries, is referred to as Franklin Templeton Investments; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc. Assets under management: 753.2 billion USD (2017) Customer service: 0800 305306 CEO: Gregory E. Johnson (31 Jul 2005–) Subsidiaries: Franklin Templeton International Services SA,
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Franklin Templeton Investments Employees
Employee
Years
Job
Industry
Richard Raimondo Richard Raimondo's Franklin Templeton Investments Experience June 2014 - Present
Job HR Director Business Partner at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments June 2014 - Present
Franklin Templeton Investments April 2008 - May 2014
Franklin Templeton Investments January 2003 - April 2008
Franklin Templeton Investments September 1997 - January 2003
Franklin Templeton Investments January 1997 - September 1997
Skills
Human Resources, Succession Planning, Talent Management, Business Process Mapping, Organizational..., Employee Engagement, Change Management, Performance Management, Talent Acquisition, HRIS, Leadership Development, Deferred Compensation, Employee Relations, Coaching, Financial Services, Organizational...
Education
University of San Francisco 2002 — 2004
MA, Organizational Development
University of Connecticut 1990 — 1993
BA, Sociology, Political Science
SWHS 1985 — 1989
High School Diploma
Franklin Templeton Investments June 2014 - Present
Franklin Templeton Investments April 2008 - May 2014
Franklin Templeton Investments January 2003 - April 2008
Franklin Templeton Investments September 1997 - January 2003
Franklin Templeton Investments January 1997 - September 1997
Skills
Human Resources, Succession Planning, Talent Management, Business Process Mapping, Organizational..., Employee Engagement, Change Management, Performance Management, Talent Acquisition, HRIS, Leadership Development, Deferred Compensation, Employee Relations, Coaching, Financial Services, Organizational...
Education
University of San Francisco 2002 — 2004
MA, Organizational Development
University of Connecticut 1990 — 1993
BA, Sociology, Political Science
SWHS 1985 — 1989
High School Diploma
Cecelia N Hardwick Cecelia N Hardwick's Franklin Templeton Investments Experience November 2014 - Present
Job Sales Territory Coordinator
Industry Financial Services
Experience
Franklin Templeton Investments November 2014 - Present
Adam Putnam for Commissioner of Agriculture May 2014 - November 2014
U.S. House of Representatives January 2014 - May 2014
Division of Student Affairs at the University of Florida April 2011 - March 2014
The Voyageur Company May 2013 - July 2013
U.S. House of Representatives May 2012 - July 2012
Florida House on Capital Hill May 2012 - July 2012
University Press of Florida January 2012 - April 2012
Skills
Student Development, Research, PowerPoint, Public Speaking, Event Planning, Microsoft Word, Microsoft Excel, Creative Writing, Resume Writing, Speech Writing, Proposal Writing, News Writing, Marketing, Leadership, Facebook, Microsoft Office, Social Media
Education
University of Florida - Warrington College Of Business 2013 — 2014
Master of Science (M.S.), Business Administration and Management, General
University of Florida 2009 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Franklin Templeton Investments November 2014 - Present
Adam Putnam for Commissioner of Agriculture May 2014 - November 2014
U.S. House of Representatives January 2014 - May 2014
Division of Student Affairs at the University of Florida April 2011 - March 2014
The Voyageur Company May 2013 - July 2013
U.S. House of Representatives May 2012 - July 2012
Florida House on Capital Hill May 2012 - July 2012
University Press of Florida January 2012 - April 2012
Skills
Student Development, Research, PowerPoint, Public Speaking, Event Planning, Microsoft Word, Microsoft Excel, Creative Writing, Resume Writing, Speech Writing, Proposal Writing, News Writing, Marketing, Leadership, Facebook, Microsoft Office, Social Media
Education
University of Florida - Warrington College Of Business 2013 — 2014
Master of Science (M.S.), Business Administration and Management, General
University of Florida 2009 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Audrey Debique Audrey Debique's Franklin Templeton Investments Experience September 1997 - August 1999
Job Long Term Care Claims Supervisor at MetLife
Industry Banking
Experience
MetLife February 2013 - Present
Regions Bank October 2011 - February 2013
Fifth Third Bank April 2010 - March 2011
SunTrust Bank February 2006 - August 2006
WACHOVIA BANK April 2004 - January 2006
Verizon Communications August 1999 - April 2004
Franklin Templeton Investments September 1997 - August 1999
Skills
Cold Calling, Banking, College Recruiting, Direct Sales, Sales, Recruiting, Sales Operations, Employee Relations, Solution Selling, Talent Acquisition, Change Management, Business Development, Strategic Planning, Telecommunications, Management, Training, Coaching, Leadership, Finance, CRM, Risk Management, Financial Analysis, Customer Service
Education
University of Ghana
B. A, Psychology
MetLife February 2013 - Present
Regions Bank October 2011 - February 2013
Fifth Third Bank April 2010 - March 2011
SunTrust Bank February 2006 - August 2006
WACHOVIA BANK April 2004 - January 2006
Verizon Communications August 1999 - April 2004
Franklin Templeton Investments September 1997 - August 1999
Skills
Cold Calling, Banking, College Recruiting, Direct Sales, Sales, Recruiting, Sales Operations, Employee Relations, Solution Selling, Talent Acquisition, Change Management, Business Development, Strategic Planning, Telecommunications, Management, Training, Coaching, Leadership, Finance, CRM, Risk Management, Financial Analysis, Customer Service
Education
University of Ghana
B. A, Psychology
Andrew Kotkiewicz Andrew Kotkiewicz's Franklin Templeton Investments Experience December 2013 - Present
Job Investment Only Specialist at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2013 - Present
Franklin Templeton Investments May 2012 - December 2013
Franklin Templeton Investments April 2011 - June 2012
Franklin Templeton Investments October 2009 - April 2011
Franklin Templeton Investments February 2007 - November 2009
Franklin Templeton Investments January 2005 - March 2007
Franklin Templeton Investments January 2003 - January 2005
Franklin Templeton Investments November 2002 - January 2005
Skills
Series 6, Series 63, Series 7, Mutual Funds, Retirement Planning, Investments, Separately Managed..., 401k, Wealth Management, Asset Allocation, Retirement, Securities, Alternative Investments, FINRA, Strategic Financial..., Asset Managment, Variable Annuities
Education
University of Florida 1995 — 1999
Business Administration
Franklin Templeton Investments December 2013 - Present
Franklin Templeton Investments May 2012 - December 2013
Franklin Templeton Investments April 2011 - June 2012
Franklin Templeton Investments October 2009 - April 2011
Franklin Templeton Investments February 2007 - November 2009
Franklin Templeton Investments January 2005 - March 2007
Franklin Templeton Investments January 2003 - January 2005
Franklin Templeton Investments November 2002 - January 2005
Skills
Series 6, Series 63, Series 7, Mutual Funds, Retirement Planning, Investments, Separately Managed..., 401k, Wealth Management, Asset Allocation, Retirement, Securities, Alternative Investments, FINRA, Strategic Financial..., Asset Managment, Variable Annuities
Education
University of Florida 1995 — 1999
Business Administration
Rachel Aguirre Rachel Aguirre's Franklin Templeton Investments Experience December 2013 - Present
Job Supervisor Sales Territory Coordinator at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2013 - Present
JPMorgan Chase September 2009 - October 2013
Trans-Form LLC June 2004 - July 2008
VOA Associates June 2003 - June 2004
Bear Stearns April 1998 - July 2000
Salomon Brothers April 1992 - April 1998
Skills
Project Management, Management, Leadership, Process Improvement, Securities, Financial Analysis, Financial Services, Investment Banking, Risk Management, Investments, Business Analysis, Management Consulting, Analysis, Interior Design, New Business Development, PMP, Research, SharePoint, Social Media, Portfolio Management, Hedge Funds, Fixed Income, Prime Brokerage, Derivatives, Financial Modeling, SDLC, Strategy, Program Management, Banking, Strategic Planning, Equities, Capital Markets, Training, Budgets, Finance
Education
University of Florida
MID, Interior Design
University of South Florida
MBA, Finance/Management
University of South Florida
BA, Marketing
University of South Florida
BA, Finance
Franklin Templeton Investments December 2013 - Present
JPMorgan Chase September 2009 - October 2013
Trans-Form LLC June 2004 - July 2008
VOA Associates June 2003 - June 2004
Bear Stearns April 1998 - July 2000
Salomon Brothers April 1992 - April 1998
Skills
Project Management, Management, Leadership, Process Improvement, Securities, Financial Analysis, Financial Services, Investment Banking, Risk Management, Investments, Business Analysis, Management Consulting, Analysis, Interior Design, New Business Development, PMP, Research, SharePoint, Social Media, Portfolio Management, Hedge Funds, Fixed Income, Prime Brokerage, Derivatives, Financial Modeling, SDLC, Strategy, Program Management, Banking, Strategic Planning, Equities, Capital Markets, Training, Budgets, Finance
Education
University of Florida
MID, Interior Design
University of South Florida
MBA, Finance/Management
University of South Florida
BA, Marketing
University of South Florida
BA, Finance
Ashley Vary Ashley Vary's Franklin Templeton Investments Experience March 2015 - Present
Job Business Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments March 2015 - Present
Franklin Templeton Investments February 2013 - March 2015
Bealls February 2011 - December 2012
Busch Gardens Tampa Bay August 2010 - January 2011
Skills
Microsoft Excel, Mathematics, Data Analysis, Microsoft Office, Analysis, PowerPoint, Microsoft Word
Education
University of Florida 2004 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Franklin Templeton Investments March 2015 - Present
Franklin Templeton Investments February 2013 - March 2015
Bealls February 2011 - December 2012
Busch Gardens Tampa Bay August 2010 - January 2011
Skills
Microsoft Excel, Mathematics, Data Analysis, Microsoft Office, Analysis, PowerPoint, Microsoft Word
Education
University of Florida 2004 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Dan Moskowitz Dan Moskowitz's Franklin Templeton Investments Experience December 2002 - April 2005
Job Project Manager at Mi9 Retail
Industry Computer Software
Experience
Mi9 Retail August 2015 - Present
e-Builder April 2012 - August 2015
e-Builder January 2010 - April 2012
e-Builder January 2007 - February 2010
Tyco International 2005 - 2007
Franklin Templeton Investments December 2002 - April 2005
Skills
Financial Analysis, Excel, Analysis, Process Improvement, Visio, Business Analysis, MS Project, Business Process..., Quality Assurance, SaaS, Microsoft Excel, Project Management, Project Planning, CRM, Program Management, Leadership, Software Project..., Contract Management, User Acceptance Testing, Salesforce.com, Business Development, Management, Team Building, Requirements Analysis, Business Intelligence
Education
University of Florida 2001 — 2002
Master of Arts (MA), International Business
University of Florida - Warrington College Of Business 1997 — 2001
B.S., Finance, Management
Mi9 Retail August 2015 - Present
e-Builder April 2012 - August 2015
e-Builder January 2010 - April 2012
e-Builder January 2007 - February 2010
Tyco International 2005 - 2007
Franklin Templeton Investments December 2002 - April 2005
Skills
Financial Analysis, Excel, Analysis, Process Improvement, Visio, Business Analysis, MS Project, Business Process..., Quality Assurance, SaaS, Microsoft Excel, Project Management, Project Planning, CRM, Program Management, Leadership, Software Project..., Contract Management, User Acceptance Testing, Salesforce.com, Business Development, Management, Team Building, Requirements Analysis, Business Intelligence
Education
University of Florida 2001 — 2002
Master of Arts (MA), International Business
University of Florida - Warrington College Of Business 1997 — 2001
B.S., Finance, Management
Craig Hanley Craig Hanley's Franklin Templeton Investments Experience March 2006 - May 2007
Job Financial Management Consultant
Industry Financial Services
Experience
Regions Bank July 2015 - Present
Hanley Consulting October 2014 - Present
Citi July 2013 - July 2014
Bank of America November 2012 - May 2013
SunTrust Bank March 2011 - October 2012
BB&T September 2008 - February 2011
Colonial Bank May 2007 - August 2008
Franklin Templeton Investments March 2006 - May 2007
Skills
Loans, Portfolio Management, New Business Development, Sales, Management, Commercial Lending, Credit, Commercial Banking, Banking, Small Business Lending, CRM, Credit Analysis, Financial Analysis, Retail Banking, Mortgage Lending, Risk Management, Microsoft Excel, Treasury Services, Financial Reporting, Process Improvement, Cash Management
Education
University of Florida 2001 — 2005
Bachelor's degree, Economics
Regions Bank July 2015 - Present
Hanley Consulting October 2014 - Present
Citi July 2013 - July 2014
Bank of America November 2012 - May 2013
SunTrust Bank March 2011 - October 2012
BB&T September 2008 - February 2011
Colonial Bank May 2007 - August 2008
Franklin Templeton Investments March 2006 - May 2007
Skills
Loans, Portfolio Management, New Business Development, Sales, Management, Commercial Lending, Credit, Commercial Banking, Banking, Small Business Lending, CRM, Credit Analysis, Financial Analysis, Retail Banking, Mortgage Lending, Risk Management, Microsoft Excel, Treasury Services, Financial Reporting, Process Improvement, Cash Management
Education
University of Florida 2001 — 2005
Bachelor's degree, Economics
Erin Foster Erin Foster's Franklin Templeton Investments Experience 2004 - 2007
Job Manager, Private Client Services at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein 2007 - Present
Franklin Templeton Investments 2004 - 2007
Education
University of Florida 1998 — 2001
Bachelor's degree, Business Administration
AllianceBernstein 2007 - Present
Franklin Templeton Investments 2004 - 2007
Education
University of Florida 1998 — 2001
Bachelor's degree, Business Administration
Cynthia Beldner's Franklin Templeton Investments Experience June 2005 - April 2009
Job O365 Customer Success Manager at Microsoft
Industry Information Technology and Services
Experience
Microsoft July 2014 - Present
Microsoft September 2013 - July 2014
Yammer, Inc. April 2012 - September 2013
Corinthian Colleges July 2009 - April 2012
Franklin Templeton Investments June 2005 - April 2009
Florida YMCA March 2002 - August 2007
Skills
Customer Success, Technology Adoption, Community Management, Account Management, Executive Engagement, Usage Analysis, Instructional Design, Coaching, Project Management, Needs Analysis, Enterprise Social..., Technical Writing, Survey Design, Leadership Development, Adult Learning Theory
Education
University of Florida
BA, Political Science
Microsoft July 2014 - Present
Microsoft September 2013 - July 2014
Yammer, Inc. April 2012 - September 2013
Corinthian Colleges July 2009 - April 2012
Franklin Templeton Investments June 2005 - April 2009
Florida YMCA March 2002 - August 2007
Skills
Customer Success, Technology Adoption, Community Management, Account Management, Executive Engagement, Usage Analysis, Instructional Design, Coaching, Project Management, Needs Analysis, Enterprise Social..., Technical Writing, Survey Design, Leadership Development, Adult Learning Theory
Education
University of Florida
BA, Political Science
Jay Stewart Jay Stewart's Franklin Templeton Investments Experience May 2007 - August 2007
Job Genesys Contact Center Technologies for Southwest Public Sector
Industry Information Technology and Services
Experience
Genesys February 2015 - Present
Image API August 2011 - February 2015
National Strategies, LLC August 2008 - August 2011
The Rent Assistant March 2005 - August 2008
Franklin Templeton Investments May 2007 - August 2007
Skills
Business Development, Strategic Planning, Enterprise Software, Marketing, SaaS, Management, Strategy, New Business Development, Account Management, Solution Selling, Sales Management, Professional Services, Social Media, Program Management, Go-to-market Strategy, Strategic Partnerships, CRM, Salesforce.com, Information Technology, Direct Sales, Government, iOS, Consulting, Sales Process, Cloud Computing, Mobile Technology, Management Consulting, Entrepreneurship, Business Analysis, Enterprise Mobility, Strategy Alignment, Logic Audio, Salesforce.com..., Enterprise Content..., Process Improvement, Business Process..., Customer Experience, Unified Communications, Telecommunications, Contact Center..., Evernote, Dropbox
Education
University of Florida - Warrington College of Business Administration
BSBA, Marketing, Entrepreneurship, Real Estate
Genesys February 2015 - Present
Image API August 2011 - February 2015
National Strategies, LLC August 2008 - August 2011
The Rent Assistant March 2005 - August 2008
Franklin Templeton Investments May 2007 - August 2007
Skills
Business Development, Strategic Planning, Enterprise Software, Marketing, SaaS, Management, Strategy, New Business Development, Account Management, Solution Selling, Sales Management, Professional Services, Social Media, Program Management, Go-to-market Strategy, Strategic Partnerships, CRM, Salesforce.com, Information Technology, Direct Sales, Government, iOS, Consulting, Sales Process, Cloud Computing, Mobile Technology, Management Consulting, Entrepreneurship, Business Analysis, Enterprise Mobility, Strategy Alignment, Logic Audio, Salesforce.com..., Enterprise Content..., Process Improvement, Business Process..., Customer Experience, Unified Communications, Telecommunications, Contact Center..., Evernote, Dropbox
Education
University of Florida - Warrington College of Business Administration
BSBA, Marketing, Entrepreneurship, Real Estate
Sam Leahy Sam Leahy's Franklin Templeton Investments Experience June 2014 - August 2014
Job Leasing/Property Management Intern at Brinkman Partners
Industry Real Estate
Experience
Brinkman Partners January 2015 - July 2015
Franklin Templeton Investments June 2014 - August 2014
Nordstrom June 2013 - August 2013
City of San Mateo Parks and Recreation June 2012 - August 2012
Clean Bottle April 2010 - August 2012
Precision Parking April 2010 - July 2011
Skills
Teamwork, Customer Service, Sales, Microsoft Excel, Social Media, Microsoft Office, PowerPoint, Spanish, English, Social Media Marketing, Facebook, Microsoft Word, Windows, Real Estate, Marketing
Education
University of Colorado Boulder 2011 — 2015
Bachelor's Degree, Leeds School of Business
CEA Global Campus - Buenos Aires, Argentina
International Business
Junipero Serra High School 2007 — 2011
Brinkman Partners January 2015 - July 2015
Franklin Templeton Investments June 2014 - August 2014
Nordstrom June 2013 - August 2013
City of San Mateo Parks and Recreation June 2012 - August 2012
Clean Bottle April 2010 - August 2012
Precision Parking April 2010 - July 2011
Skills
Teamwork, Customer Service, Sales, Microsoft Excel, Social Media, Microsoft Office, PowerPoint, Spanish, English, Social Media Marketing, Facebook, Microsoft Word, Windows, Real Estate, Marketing
Education
University of Colorado Boulder 2011 — 2015
Bachelor's Degree, Leeds School of Business
CEA Global Campus - Buenos Aires, Argentina
International Business
Junipero Serra High School 2007 — 2011
Catherine Doney Catherine Doney's Franklin Templeton Investments Experience October 2005 - January 2007
Job Advertising Review Analyst at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. February 2013 - Present
Transamerica Financial Advisors, Inc. June 2012 - February 2013
Transamerica Retirement Solutions September 2010 - June 2012
Raymond James Financial Inc. February 2008 - May 2010
Raymond James Financial Inc. January 2007 - February 2008
Franklin Templeton Investments October 2005 - January 2007
Franklin Templeton Investments June 2004 - October 2005
Skills
Series 7, Series 24, Series 66
Education
University of Florida 2001 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General, Minor, Mass Communication
Transamerica Financial Advisors, Inc. February 2013 - Present
Transamerica Financial Advisors, Inc. June 2012 - February 2013
Transamerica Retirement Solutions September 2010 - June 2012
Raymond James Financial Inc. February 2008 - May 2010
Raymond James Financial Inc. January 2007 - February 2008
Franklin Templeton Investments October 2005 - January 2007
Franklin Templeton Investments June 2004 - October 2005
Skills
Series 7, Series 24, Series 66
Education
University of Florida 2001 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General, Minor, Mass Communication
Jeffrey Koontz, CPA Jeffrey Koontz, CPA's Franklin Templeton Investments Experience February 2013 - July 2014
Job Passed Level II of the CFA Program
Industry Financial Services
Experience
Franklin Templeton Investments February 2013 - July 2014
Intuit January 2012 - June 2012
Visa July 2010 - December 2011
Oracle November 2007 - January 2010
Kaiser Permanente September 2006 - August 2007
Skills
Auditing, Mergers & Acquisitions, Sarbanes-Oxley Act, Cash Flow Forecasting, Accounts Receivable, Account Reconciliation
Education
University of Denver - Daniels College of Business 1998 — 2000
Master of Science (MS), Finance
Passed Level II of the CFA Program
Franklin Templeton Investments February 2013 - July 2014
Intuit January 2012 - June 2012
Visa July 2010 - December 2011
Oracle November 2007 - January 2010
Kaiser Permanente September 2006 - August 2007
Skills
Auditing, Mergers & Acquisitions, Sarbanes-Oxley Act, Cash Flow Forecasting, Accounts Receivable, Account Reconciliation
Education
University of Denver - Daniels College of Business 1998 — 2000
Master of Science (MS), Finance
Passed Level II of the CFA Program
Jeff Rood Jeff Rood's Franklin Templeton Investments Experience May 2013 - July 2013
Job Summer Associate at Carlton Fields Jorden Burt
Industry Law Practice
Experience
Carlton Fields Jorden Burt June 2014 - July 2014
Office of Mortgage Settlement Oversight January 2014 - May 2014
Franklin Templeton Investments May 2013 - July 2013
Shooster & Kleinman, P.A. June 2010 - August 2012
Florida Conservation Coalition January 2012 - May 2012
University of Florida Mission Statement Renewal Project August 2010 - January 2012
Public Service Council at Bob Graham Center for Public Service August 2010 - January 2012
Florida 4-H Youth Development Program May 2011 - August 2011
Education
Duke University School of Law 2012 — 2015
Juris Doctor
University of Florida 2008 — 2012
Bachelor of Arts, Political Science
Carlton Fields Jorden Burt June 2014 - July 2014
Office of Mortgage Settlement Oversight January 2014 - May 2014
Franklin Templeton Investments May 2013 - July 2013
Shooster & Kleinman, P.A. June 2010 - August 2012
Florida Conservation Coalition January 2012 - May 2012
University of Florida Mission Statement Renewal Project August 2010 - January 2012
Public Service Council at Bob Graham Center for Public Service August 2010 - January 2012
Florida 4-H Youth Development Program May 2011 - August 2011
Education
Duke University School of Law 2012 — 2015
Juris Doctor
University of Florida 2008 — 2012
Bachelor of Arts, Political Science
Ronnie Madaris Ronnie Madaris's Franklin Templeton Investments Experience April 2010 - January 2013
Job CPA Candidate
Industry Accounting
Experience
IRS VITA Program January 2015 - April 2015
Skoda Minotti January 2014 - October 2014
Franklin Templeton Investments April 2010 - January 2013
Franklin Templeton Investments August 2007 - April 2010
Franklin Templeton Investments January 2007 - August 2007
Franklin Templeton Investments January 2006 - January 2007
Franklin Templeton Investments November 2004 - December 2005
Skills
Treasury Services, Mutual Funds, SWIFT payments, Investments, Accounting, Account Reconciliation, Microsoft Excel, Customer Service, Financial Analysis, Foreign Exchange, FundSERV, NSCC, Cash Flow, Financial Services, Tax, Financial Reporting, Financial Accounting, Analysis, Process Improvement
Education
University of South Florida 2011 — 2015
Bachelor of Science, Accounting
University of Florida
Bachelor of Science, Geography
University of Phoenix
Master of Business Administration
IRS VITA Program January 2015 - April 2015
Skoda Minotti January 2014 - October 2014
Franklin Templeton Investments April 2010 - January 2013
Franklin Templeton Investments August 2007 - April 2010
Franklin Templeton Investments January 2007 - August 2007
Franklin Templeton Investments January 2006 - January 2007
Franklin Templeton Investments November 2004 - December 2005
Skills
Treasury Services, Mutual Funds, SWIFT payments, Investments, Accounting, Account Reconciliation, Microsoft Excel, Customer Service, Financial Analysis, Foreign Exchange, FundSERV, NSCC, Cash Flow, Financial Services, Tax, Financial Reporting, Financial Accounting, Analysis, Process Improvement
Education
University of South Florida 2011 — 2015
Bachelor of Science, Accounting
University of Florida
Bachelor of Science, Geography
University of Phoenix
Master of Business Administration
Taylor Chadsey Taylor Chadsey's Franklin Templeton Investments Experience January 2010 - July 2015
Job FAA at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Franklin Templeton Investments January 2010 - July 2015
Skills
Mutual Funds, Series 63, Series 7, Retirement Planning, Investments, Series 6, Asset Allocation, Wealth Management, Alternative Investments, Separately Managed..., Fixed Income, Equities, 401k, Financial Services, Securities, International Business
Education
University of Florida 2008 — 2009
Master's, International Business
University of Florida - Warrington College Of Business 2004 — 2008
BS, Finance, General
Morgan Stanley August 2015 - Present
Franklin Templeton Investments January 2010 - July 2015
Skills
Mutual Funds, Series 63, Series 7, Retirement Planning, Investments, Series 6, Asset Allocation, Wealth Management, Alternative Investments, Separately Managed..., Fixed Income, Equities, 401k, Financial Services, Securities, International Business
Education
University of Florida 2008 — 2009
Master's, International Business
University of Florida - Warrington College Of Business 2004 — 2008
BS, Finance, General
Graham Easey Graham Easey's Franklin Templeton Investments Experience April 2012 - Present
Job Senior Engineer Infrastructure Engineer at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2012 - Present
Franklin Templeton Investments April 2008 - Present
Government Communications Headquarters April 1991 - April 2000
Skills
Vendor Management, Bloomberg, Fund Accounting, Asset Managment, Corporate Actions, ITIL, Mutual Funds, Active Directory, Business Analysis, Disaster Recovery, Asset Management, Visio, Financial Services, Cisco Technologies, IT Operations, SDLC, IT Strategy, Enterprise Architecture, Analysis, Infrastructure, Requirements Analysis
Education
University of Gloucestershire 1988 — 1991
BS, Electrical Electronic Engineering, Computer Sciences
St Georges 1984 — 1988
Franklin Templeton Investments April 2012 - Present
Franklin Templeton Investments April 2008 - Present
Government Communications Headquarters April 1991 - April 2000
Skills
Vendor Management, Bloomberg, Fund Accounting, Asset Managment, Corporate Actions, ITIL, Mutual Funds, Active Directory, Business Analysis, Disaster Recovery, Asset Management, Visio, Financial Services, Cisco Technologies, IT Operations, SDLC, IT Strategy, Enterprise Architecture, Analysis, Infrastructure, Requirements Analysis
Education
University of Gloucestershire 1988 — 1991
BS, Electrical Electronic Engineering, Computer Sciences
St Georges 1984 — 1988
Luke Schmidt's Franklin Templeton Investments Experience May 2011 - August 2011
Job Online Banking Analyst at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2014 - Present
Green Bench Brewing Company August 2013 - June 2014
Tech Data June 2012 - October 2013
University Athletic Association - University of Florida August 2011 - May 2012
Franklin Templeton Investments May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Tampa Bay Rays May 2009 - August 2009
Skills
PowerPoint, Customer Service, Outlook, Word, Excel, Archtics, SharePoint, Cold Calling, Ticket Sales, Customer Relations
Education
University of Florida - Warrington College Of Business 2008 — 2012
Bachelor of Science, Business Management
St. Petersburg Catholic High School 2004 — 2008
First Republic Bank June 2014 - Present
Green Bench Brewing Company August 2013 - June 2014
Tech Data June 2012 - October 2013
University Athletic Association - University of Florida August 2011 - May 2012
Franklin Templeton Investments May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Tampa Bay Rays May 2009 - August 2009
Skills
PowerPoint, Customer Service, Outlook, Word, Excel, Archtics, SharePoint, Cold Calling, Ticket Sales, Customer Relations
Education
University of Florida - Warrington College Of Business 2008 — 2012
Bachelor of Science, Business Management
St. Petersburg Catholic High School 2004 — 2008
Rich Wolle Rich Wolle's Franklin Templeton Investments Experience May 2015 - Present
Job Senior Product Marketing Manager 529 College Savings Plans at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments May 2015 - Present
Franklin Templeton Investments June 2012 - April 2015
Deutsche Bank July 2008 - June 2012
JPMorgan Chase September 2007 - July 2008
Chase December 2006 - September 2007
JPMorgan Chase June 2005 - December 2006
JPMorgan Chase July 2004 - June 2005
Bank One Card Services June 2002 - July 2004
Skills
Marketing, Cross-functional Team..., Strategy, Product Development, Relationship Management, Financial Services, Database Marketing, Customer Acquisition, Direct Marketing, Segmentation, Portfolio Management, Analytics, Integrated Marketing, Banking, Marketing Management, Cross Selling, CRM, Mutual Funds, Brand Management, Product Management, 529 Plans, College Savings Plans, Saving for Education, Retirement Savings
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2007
MBA, MBA in Marketing
University of Delaware - Lerner College of Business and Economics 1998 — 2002
Bachelor of Science, Finance
Franklin Templeton Investments May 2015 - Present
Franklin Templeton Investments June 2012 - April 2015
Deutsche Bank July 2008 - June 2012
JPMorgan Chase September 2007 - July 2008
Chase December 2006 - September 2007
JPMorgan Chase June 2005 - December 2006
JPMorgan Chase July 2004 - June 2005
Bank One Card Services June 2002 - July 2004
Skills
Marketing, Cross-functional Team..., Strategy, Product Development, Relationship Management, Financial Services, Database Marketing, Customer Acquisition, Direct Marketing, Segmentation, Portfolio Management, Analytics, Integrated Marketing, Banking, Marketing Management, Cross Selling, CRM, Mutual Funds, Brand Management, Product Management, 529 Plans, College Savings Plans, Saving for Education, Retirement Savings
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2007
MBA, MBA in Marketing
University of Delaware - Lerner College of Business and Economics 1998 — 2002
Bachelor of Science, Finance
Greg Gall Greg Gall's Franklin Templeton Investments Experience July 2010 - November 2012
Job Business Analyst at Bright House Networks
Industry Information Technology and Services
Experience
Bright House Networks March 2014 - Present
WellDyneRx October 2013 - January 2014
Ceridian November 2012 - October 2013
Franklin Templeton Investments July 2010 - November 2012
Franklin Templeton Investments November 2006 - July 2010
Skills
Business Requirements, System Testing, User Acceptance Testing, System Configuration, Reports, CRM, Siebel, CMS, Teamsite, SharePoint, Microsoft Technologies, JIRA, HPQC, HTML, Management, SDLC, MS Project, Project Management, Training
Education
University of South Florida 2007 — 2009
Bachelor of Science, Finance
University of Florida 2001 — 2006
Bachelor of Science, Packaging Science
Bright House Networks March 2014 - Present
WellDyneRx October 2013 - January 2014
Ceridian November 2012 - October 2013
Franklin Templeton Investments July 2010 - November 2012
Franklin Templeton Investments November 2006 - July 2010
Skills
Business Requirements, System Testing, User Acceptance Testing, System Configuration, Reports, CRM, Siebel, CMS, Teamsite, SharePoint, Microsoft Technologies, JIRA, HPQC, HTML, Management, SDLC, MS Project, Project Management, Training
Education
University of South Florida 2007 — 2009
Bachelor of Science, Finance
University of Florida 2001 — 2006
Bachelor of Science, Packaging Science
Iris Glikin, CFA Iris Glikin, CFA's Franklin Templeton Investments Experience September 2010 - Present
Job Product Manager at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments September 2010 - Present
Franklin Templeton Investments 2006 - September 2010
Schott Group Investment Consulting 2005 - 2006
TradeStation Securities 2005 - 2005
BNY Mellon 2003 - 2005
RSM McGladrey 2001 - 2003
Education
University of Florida 1996 — 2000
BBA, Finance
Franklin Templeton Investments September 2010 - Present
Franklin Templeton Investments 2006 - September 2010
Schott Group Investment Consulting 2005 - 2006
TradeStation Securities 2005 - 2005
BNY Mellon 2003 - 2005
RSM McGladrey 2001 - 2003
Education
University of Florida 1996 — 2000
BBA, Finance
Julie Anne McAdams Julie Anne McAdams's Franklin Templeton Investments Experience July 2007 - December 2009
Job Associate Consultant at Huron Consulting Group
Industry Management Consulting
Experience
Huron Consulting Group October 2011 - Present
Gibson Consulting Group, LLC September 2009 - October 2011
Gibson Consulting Group, LLC September 2009 - August 2011
Franklin Templeton Investments July 2007 - December 2009
Skills
Strategic Sourcing, Change Management, Financial Modeling, Business Process..., Data Analysis, Strategic Consulting, Business Analysis, Consulting, Process Improvement, Business Strategy, Organizational..., Business Intelligence, Supply Chain Management, Project Management, Strategic Planning, Valuation, Sourcing, Leadership, Management, Business Planning, CRM, Strategy, Program Management, Analytics, Analysis, Training, Project Planning, Procurement, Management Consulting, Business Process, Business Process..., Financial Analysis, Business Development, E-procurement
Education
University of Florida 2003 — 2007
Journalism, Reporting & Design
Huron Consulting Group October 2011 - Present
Gibson Consulting Group, LLC September 2009 - October 2011
Gibson Consulting Group, LLC September 2009 - August 2011
Franklin Templeton Investments July 2007 - December 2009
Skills
Strategic Sourcing, Change Management, Financial Modeling, Business Process..., Data Analysis, Strategic Consulting, Business Analysis, Consulting, Process Improvement, Business Strategy, Organizational..., Business Intelligence, Supply Chain Management, Project Management, Strategic Planning, Valuation, Sourcing, Leadership, Management, Business Planning, CRM, Strategy, Program Management, Analytics, Analysis, Training, Project Planning, Procurement, Management Consulting, Business Process, Business Process..., Financial Analysis, Business Development, E-procurement
Education
University of Florida 2003 — 2007
Journalism, Reporting & Design
Suzanne Christensen Suzanne Christensen's Franklin Templeton Investments Experience February 1989 - March 2011
Job Head of Enterprise Risk, Financial Planning & Analysis at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. March 2011 - Present
Franklin Templeton Investments February 1989 - March 2011
Education
University of Florida
Invesco Ltd. March 2011 - Present
Franklin Templeton Investments February 1989 - March 2011
Education
University of Florida
Ryan Dowlen Ryan Dowlen's Franklin Templeton Investments Experience March 2012 - Present
Job Marketing Compliance Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments March 2012 - Present
Franklin Templeton Investments March 2010 - March 2012
Franklin Templeton Investments February 2008 - March 2010
Franklin Templeton Investments March 2006 - February 2008
Skills
FINRA, Marketing, PowerPoint, Financial Services, Microsoft Excel, Adobe Acrobat, Financial Analysis, MS Project, Visio, JIRA, SharePoint, Microsoft Word, Camtasia, Microsoft Publisher, Compliance, International Business..., Social Media Marketing, Proofreading, Mutual Funds, Business Analysis, Analytics, Social Networking, Market Research, Project Management, iPad, GoodReader, Global Marketing, Strategy
Education
University of Florida 2000 — 2005
BS, Economics
Franklin Templeton Investments March 2012 - Present
Franklin Templeton Investments March 2010 - March 2012
Franklin Templeton Investments February 2008 - March 2010
Franklin Templeton Investments March 2006 - February 2008
Skills
FINRA, Marketing, PowerPoint, Financial Services, Microsoft Excel, Adobe Acrobat, Financial Analysis, MS Project, Visio, JIRA, SharePoint, Microsoft Word, Camtasia, Microsoft Publisher, Compliance, International Business..., Social Media Marketing, Proofreading, Mutual Funds, Business Analysis, Analytics, Social Networking, Market Research, Project Management, iPad, GoodReader, Global Marketing, Strategy
Education
University of Florida 2000 — 2005
BS, Economics
Brooke Boyette Brooke Boyette's Franklin Templeton Investments Experience January 2003 - July 2012
Job Domestic Engineer
Industry Financial Services
Experience
Boyette Household July 2012 - Present
Franklin Templeton Investments January 2003 - July 2012
Skills
Series 6, Wealth Management, Trust Services, Banking, Mutual Funds, CRM, Asset Allocation, Retirement Planning
Education
University of Florida - Warrington College Of Business 1999 — 2002
Bachelor of Science (B.S.), Business Administration/Finance
Boyette Household July 2012 - Present
Franklin Templeton Investments January 2003 - July 2012
Skills
Series 6, Wealth Management, Trust Services, Banking, Mutual Funds, CRM, Asset Allocation, Retirement Planning
Education
University of Florida - Warrington College Of Business 1999 — 2002
Bachelor of Science (B.S.), Business Administration/Finance
Alvin Wong Alvin Wong's Franklin Templeton Investments Experience October 2000 - October 2005
Job Director of User Experience at ICIX
Industry Internet
Experience
icix February 2015 - Present
Apttus May 2014 - February 2015
Walmart Labs January 2012 - April 2014
Walmart.com Global Ecommerce October 2010 - January 2012
Walmart.com May 2007 - November 2010
Walmart.com February 2007 - May 2007
Walmart.com November 2005 - February 2007
Franklin Templeton Investments October 2000 - October 2005
Point B Incorporated 1995 - 1999
Skills
User Experience, User Interface Design, E-commerce, Interaction Design, Web Design, Usability Testing, User Interface, User-centered Design, Information Architecture, CMS, Web Applications, Agile Methodologies, Visual Design, Creative Direction, User Experience Design, User Research, Photoshop, SEO, Wire Framing, DHTML, Digital Marketing, Mac OS X, OmniGraffle, Axure, Visio, Illustrator, Salesforce.com, Invision, CSS, HTML5
Education
University of Hawaii at Manoa
Bachelor of Fine Arts, Graphic Design
icix February 2015 - Present
Apttus May 2014 - February 2015
Walmart Labs January 2012 - April 2014
Walmart.com Global Ecommerce October 2010 - January 2012
Walmart.com May 2007 - November 2010
Walmart.com February 2007 - May 2007
Walmart.com November 2005 - February 2007
Franklin Templeton Investments October 2000 - October 2005
Point B Incorporated 1995 - 1999
Skills
User Experience, User Interface Design, E-commerce, Interaction Design, Web Design, Usability Testing, User Interface, User-centered Design, Information Architecture, CMS, Web Applications, Agile Methodologies, Visual Design, Creative Direction, User Experience Design, User Research, Photoshop, SEO, Wire Framing, DHTML, Digital Marketing, Mac OS X, OmniGraffle, Axure, Visio, Illustrator, Salesforce.com, Invision, CSS, HTML5
Education
University of Hawaii at Manoa
Bachelor of Fine Arts, Graphic Design
Patrick Bolchoz's Franklin Templeton Investments Experience February 2007 - April 2009
Job West Coast Business Development at Associated Press / Invision
Industry Entertainment
Experience
Associated Press May 2015 - Present
Operation: Heal Our Heroes October 2014 - Present
Invision by the Associated Press October 2013 - May 2015
BMF Media February 2013 - October 2013
TH Productions April 2011 - January 2013
Knight Capital Group June 2009 - April 2011
Knight Capital Group June 2009 - July 2010
Franklin Templeton Investments February 2007 - April 2009
Franklin Templeton Investments July 2005 - February 2007
Campus Special April 2003 - August 2003
Skills
Trading, Series 7, Options, Electronic Trading, Salesforce.com, Financial Markets, Business Development, Equities, Series 63, Marketing Strategy, Marketing, Leadership, Financial Services, Public Relations, Event Planning, Training, Sales, Budgets, Project Management, Strategy, Social Media Marketing, Integrated Marketing, Account Management, Digital Marketing
Education
University of Florida - Warrington College of Business Administration 2001 — 2005
Riverview High School
Associated Press May 2015 - Present
Operation: Heal Our Heroes October 2014 - Present
Invision by the Associated Press October 2013 - May 2015
BMF Media February 2013 - October 2013
TH Productions April 2011 - January 2013
Knight Capital Group June 2009 - April 2011
Knight Capital Group June 2009 - July 2010
Franklin Templeton Investments February 2007 - April 2009
Franklin Templeton Investments July 2005 - February 2007
Campus Special April 2003 - August 2003
Skills
Trading, Series 7, Options, Electronic Trading, Salesforce.com, Financial Markets, Business Development, Equities, Series 63, Marketing Strategy, Marketing, Leadership, Financial Services, Public Relations, Event Planning, Training, Sales, Budgets, Project Management, Strategy, Social Media Marketing, Integrated Marketing, Account Management, Digital Marketing
Education
University of Florida - Warrington College of Business Administration 2001 — 2005
Riverview High School
Thomas Nelson, CFA CAIA Thomas Nelson, CFA CAIA's Franklin Templeton Investments Experience September 2007 - Present
Job Portfolio Manager, Managing Director for Strategic Asset Allocation Research, Franklin Templeton MultiAsset Strategies
Industry Investment Management
Experience
Franklin Templeton Investments September 2007 - Present
Bloomberg August 1991 - September 2007
Skills
Mutual Funds, Economics, FX Options, Fixed Income, Bloomberg, Hedge Funds, Financial Markets, Equities, Portfolio Optimization, Capital Markets, Derivatives, Electronic Trading, Financial Risk, Investments, Options, Portfolio Management, Asset Management, Trading, Prime Brokerage, Quantitative Analytics, Asset Allocation, Hedging, Equity Trading, Bloomberg Terminal, Commodity, Trading Systems, Financial Services, Financial Modeling, Alternative Investments, Investment Management, Equity Research, Investment Strategies, ETFs, Securities, Fund Of Funds, Bonds, Emerging Markets, Wealth Management, Equity Derivatives, Investment Advisory, Series 63, Series 7
Education
University of Delaware - Lerner College of Business and Economics 1987 — 1991
BS, Accounting
Franklin Templeton Investments September 2007 - Present
Bloomberg August 1991 - September 2007
Skills
Mutual Funds, Economics, FX Options, Fixed Income, Bloomberg, Hedge Funds, Financial Markets, Equities, Portfolio Optimization, Capital Markets, Derivatives, Electronic Trading, Financial Risk, Investments, Options, Portfolio Management, Asset Management, Trading, Prime Brokerage, Quantitative Analytics, Asset Allocation, Hedging, Equity Trading, Bloomberg Terminal, Commodity, Trading Systems, Financial Services, Financial Modeling, Alternative Investments, Investment Management, Equity Research, Investment Strategies, ETFs, Securities, Fund Of Funds, Bonds, Emerging Markets, Wealth Management, Equity Derivatives, Investment Advisory, Series 63, Series 7
Education
University of Delaware - Lerner College of Business and Economics 1987 — 1991
BS, Accounting
Kelly Douthitt Kelly Douthitt's Franklin Templeton Investments Experience 1994 - 2000
Job IBM Middleware SME at CSC
Industry Information Technology and Services
Experience
CSC May 2012 - Present
IBM Global Business Services August 2010 - May 2012
SunTrust Bank July 2009 - August 2010
IBM Software Group May 2008 - July 2009
IBM August 2000 - May 2008
Franklin Templeton Investments 1994 - 2000
Skills
Unix/Linux..., MQ Series, IBM Message Broker, DB2, MQ Workflow, ESB, BPMS, Oracle RAC, Infrastructure..., Integration Architecture, Application Architecture, Enterprise Architecture, Solution Architecture, WebSphere MQ, Business Process..., WebSphere Message Broker, Technical Architecture, Websphere, SOA, Integration, IT Strategy, Data Warehousing, Enterprise Software, JBoss Application Server, WebSphere Application..., Agile Methodologies, Requirements Analysis, EAI, Mainframe, Middleware
Education
University of Florida 1972 — 1977
Astrophysics
CSC May 2012 - Present
IBM Global Business Services August 2010 - May 2012
SunTrust Bank July 2009 - August 2010
IBM Software Group May 2008 - July 2009
IBM August 2000 - May 2008
Franklin Templeton Investments 1994 - 2000
Skills
Unix/Linux..., MQ Series, IBM Message Broker, DB2, MQ Workflow, ESB, BPMS, Oracle RAC, Infrastructure..., Integration Architecture, Application Architecture, Enterprise Architecture, Solution Architecture, WebSphere MQ, Business Process..., WebSphere Message Broker, Technical Architecture, Websphere, SOA, Integration, IT Strategy, Data Warehousing, Enterprise Software, JBoss Application Server, WebSphere Application..., Agile Methodologies, Requirements Analysis, EAI, Mainframe, Middleware
Education
University of Florida 1972 — 1977
Astrophysics
Linda Siu Siu Sun's Franklin Templeton Investments Experience 2011 - October 2012
Job Manager IT Compliance at Fortinet
Industry Accounting
Experience
Fortinet October 2012 - Present
Franklin Templeton Investments 2011 - October 2012
PricewaterhouseCoopers 2006 - 2008
Deloitte 2005 - 2006
Skills
Sarbanes-Oxley Act, Risk Assessment, Auditing, Sarbanes-Oxley, IT Audit, ERP, Tax, Big 4, CISA, Enterprise Risk..., Internal Audit, Internal Controls, Financial Services, Governance, COBIT, Information Technology, Information Security..., Assurance, SAS70, COSO, Risk Management, Information Security, SOX 404, PCI DSS
Education
University of Denver - Daniels College of Business
BSBA in Accounting
University of Denver - Sturm College of Law
Master in Taxation
Fortinet October 2012 - Present
Franklin Templeton Investments 2011 - October 2012
PricewaterhouseCoopers 2006 - 2008
Deloitte 2005 - 2006
Skills
Sarbanes-Oxley Act, Risk Assessment, Auditing, Sarbanes-Oxley, IT Audit, ERP, Tax, Big 4, CISA, Enterprise Risk..., Internal Audit, Internal Controls, Financial Services, Governance, COBIT, Information Technology, Information Security..., Assurance, SAS70, COSO, Risk Management, Information Security, SOX 404, PCI DSS
Education
University of Denver - Daniels College of Business
BSBA in Accounting
University of Denver - Sturm College of Law
Master in Taxation
Gary Giffen Gary Giffen's Franklin Templeton Investments Experience April 2009 - Present
Job Senior DCIO Specialist at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2009 - Present
Clearpoint Financial/NRP February 2004 - April 2009
Principal Financial Group August 2000 - February 2005
Education
University of Connecticut 1987 — 1992
Bachelor of Arts (B.A.), Communication, General
Franklin Templeton Investments April 2009 - Present
Clearpoint Financial/NRP February 2004 - April 2009
Principal Financial Group August 2000 - February 2005
Education
University of Connecticut 1987 — 1992
Bachelor of Arts (B.A.), Communication, General
Wilhelm Schnell Wilhelm Schnell's Franklin Templeton Investments Experience April 2008 - October 2010
Job Marketing Creative
Industry Marketing and Advertising
Experience
Prudential Fixed Income June 2013 - Present
Prudential Financial 2011 - May 2013
Citibank June 2011 - September 2011
Franklin Templeton Investments April 2008 - October 2010
Bear Stearns Asset Management July 2006 - March 2008
Self August 2004 - July 2006
Bear Stearns Investment Banking July 2003 - July 2004
Goldman Sachs July 1998 - August 2002
Sony Pictures Entertainment December 1997 - June 1998
Skills
Creative Writing, Editing, Books, Proofreading, Public Speaking, Research, Photography, Teaching, Film, Microsoft Word, Photoshop, InDesign, Customer Service, Microsoft Office, Music, Digital Photography, Hedge Funds, Asset Management, Fixed Income, Investment Banking, Marketing
Education
University of Colorado at Boulder 1991 — 1993
Bachelor's degree, Entrepreneurial and Small Business Management
New York University Gallatin and Stern 1989 — 1991
General, with strong focus on Humanities
Prudential Fixed Income June 2013 - Present
Prudential Financial 2011 - May 2013
Citibank June 2011 - September 2011
Franklin Templeton Investments April 2008 - October 2010
Bear Stearns Asset Management July 2006 - March 2008
Self August 2004 - July 2006
Bear Stearns Investment Banking July 2003 - July 2004
Goldman Sachs July 1998 - August 2002
Sony Pictures Entertainment December 1997 - June 1998
Skills
Creative Writing, Editing, Books, Proofreading, Public Speaking, Research, Photography, Teaching, Film, Microsoft Word, Photoshop, InDesign, Customer Service, Microsoft Office, Music, Digital Photography, Hedge Funds, Asset Management, Fixed Income, Investment Banking, Marketing
Education
University of Colorado at Boulder 1991 — 1993
Bachelor's degree, Entrepreneurial and Small Business Management
New York University Gallatin and Stern 1989 — 1991
General, with strong focus on Humanities
Diana Rose Diana Rose's Franklin Templeton Investments Experience 1994 - 1995
Job
Industry Human Resources
Experience
Boston Scientific February 2014 - Present
Mimio December 2010 - May 2013
EMC March 2007 - July 2010
BzzAgent May 2006 - March 2007
IM Logic October 2005 - March 2006
Iron Mountain July 2002 - October 2005
HSN 1997 - 2001
Chase Manhattan Corporation October 1995 - October 1997
Franklin Templeton Investments 1994 - 1995
Skills
Talent Management, Onboarding, Management, Recruiting, Performance Management, Program Management, Employee Relations, Interviews, Human Resources, Employee Benefits, Deferred Compensation, Training
Education
University of Florida
BS, Journalism
Boston Scientific February 2014 - Present
Mimio December 2010 - May 2013
EMC March 2007 - July 2010
BzzAgent May 2006 - March 2007
IM Logic October 2005 - March 2006
Iron Mountain July 2002 - October 2005
HSN 1997 - 2001
Chase Manhattan Corporation October 1995 - October 1997
Franklin Templeton Investments 1994 - 1995
Skills
Talent Management, Onboarding, Management, Recruiting, Performance Management, Program Management, Employee Relations, Interviews, Human Resources, Employee Benefits, Deferred Compensation, Training
Education
University of Florida
BS, Journalism
Ben Crayton, CAIA Ben Crayton, CAIA's Franklin Templeton Investments Experience May 2011 - August 2011
Job Alternative Investments Group Product Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2012 - Present
University of Florida January 2011 - December 2011
Franklin Templeton Investments May 2011 - August 2011
Skills
Alternative Investments, Structured Products, Series 7, Hedge Funds, Fund Of Funds, CAIA, Options, Private Equity, Mutual Funds
Education
University of Florida - Warrington College Of Business 2008 — 2012
Bachelor of Science (BS), Finance
Raymond James Financial Inc. May 2012 - Present
University of Florida January 2011 - December 2011
Franklin Templeton Investments May 2011 - August 2011
Skills
Alternative Investments, Structured Products, Series 7, Hedge Funds, Fund Of Funds, CAIA, Options, Private Equity, Mutual Funds
Education
University of Florida - Warrington College Of Business 2008 — 2012
Bachelor of Science (BS), Finance
Eric Golub Eric Golub's Franklin Templeton Investments Experience 1997 - 1999
Job SelfDirected IRA expert with passions for public speaking, training and marketing
Industry Financial Services
Experience
IRA Services Trust Company March 2014 - Present
Eric Golub Music December 1992 - Present
3 Crosses (Neighborhood) Church of Castro Valley, CA January 2013 - April 2015
Leaders in Retirement Investment Marketing San Francisco Bay Area 2013 - March 2014
Eric Golub, CISP October 2012 - March 2014
New Direction IRA, Inc. April 2012 - September 2012
The Entrust Group December 2007 - February 2012
TriNet HR Corporation October 2005 - May 2007
Charles Schwab 1999 - 2001
Franklin Templeton Investments 1997 - 1999
Skills
Investments, IRAs, Finance, Alternative Investments, Training, Mutual Funds, Retirement, Wealth Management, Asset Allocation, Public Speaking, Customer Service, Retirement Planning, Strategic Planning, Portfolio Optimization, Webinar Development, Real Estate, Loans, New Business Development, Leadership, PowerPoint, Portfolio Management, Violin, Mortgage Lending, Pensions, Asset Management, Financial Services, Global Asset Allocation, Writing, PowerPoint 2010, Product Management, Ukulele, Business Planning, Investment Strategies, Insurance, Due Diligence, Small Business, Series 7, Securities, Financial Modeling, Risk Management, Fixed Annuities, Financial Analysis, Investment Properties, Equities, Cash Management, Financial Advisory, Entrepreneurship, Strategic Financial..., Credit, Employee Training
Education
University of Hawaii at Manoa 1988 — 1990
MA, Japanese, Ethnomusicology
University of Hawaii at Manoa 1984 — 1987
BA, Asian Studies (Japanese concentration)
IRA Services Trust Company March 2014 - Present
Eric Golub Music December 1992 - Present
3 Crosses (Neighborhood) Church of Castro Valley, CA January 2013 - April 2015
Leaders in Retirement Investment Marketing San Francisco Bay Area 2013 - March 2014
Eric Golub, CISP October 2012 - March 2014
New Direction IRA, Inc. April 2012 - September 2012
The Entrust Group December 2007 - February 2012
TriNet HR Corporation October 2005 - May 2007
Charles Schwab 1999 - 2001
Franklin Templeton Investments 1997 - 1999
Skills
Investments, IRAs, Finance, Alternative Investments, Training, Mutual Funds, Retirement, Wealth Management, Asset Allocation, Public Speaking, Customer Service, Retirement Planning, Strategic Planning, Portfolio Optimization, Webinar Development, Real Estate, Loans, New Business Development, Leadership, PowerPoint, Portfolio Management, Violin, Mortgage Lending, Pensions, Asset Management, Financial Services, Global Asset Allocation, Writing, PowerPoint 2010, Product Management, Ukulele, Business Planning, Investment Strategies, Insurance, Due Diligence, Small Business, Series 7, Securities, Financial Modeling, Risk Management, Fixed Annuities, Financial Analysis, Investment Properties, Equities, Cash Management, Financial Advisory, Entrepreneurship, Strategic Financial..., Credit, Employee Training
Education
University of Hawaii at Manoa 1988 — 1990
MA, Japanese, Ethnomusicology
University of Hawaii at Manoa 1984 — 1987
BA, Asian Studies (Japanese concentration)
Clinton Mains Clinton Mains's Franklin Templeton Investments Experience August 2010 - September 2011
Job Vice President Advisor Consultant Hartford Mutual Funds
Industry Financial Services
Experience
Hartford Funds September 2011 - Present
Franklin Templeton Investments August 2010 - September 2011
Franklin Templeton Investments July 2008 - July 2010
Brookstreet Securities Corp June 2006 - August 2006
Skills
Mutual Funds, Investments, Trading, Asset Allocation, Retirement Planning, Wealth Management, Asset Management
Education
University of Denver - Daniels College of Business 2003 — 2007
Business, Finance
Hartford Funds September 2011 - Present
Franklin Templeton Investments August 2010 - September 2011
Franklin Templeton Investments July 2008 - July 2010
Brookstreet Securities Corp June 2006 - August 2006
Skills
Mutual Funds, Investments, Trading, Asset Allocation, Retirement Planning, Wealth Management, Asset Management
Education
University of Denver - Daniels College of Business 2003 — 2007
Business, Finance
Dylan Johnson, CFA Dylan Johnson, CFA's Franklin Templeton Investments Experience August 2011 - Present
Job Business Solutions Partner at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2011 - Present
Franklin Templeton Investments October 2005 - July 2011
Skills
Data Analytics, Financial Analysis, Microsoft Office, VBA, SAS, SQL
Education
University of Tampa - John H. Sykes College of Business 2005 — 2008
Master of Business Administration (MBA), Accounting
University of Florida 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
Franklin Templeton Investments August 2011 - Present
Franklin Templeton Investments October 2005 - July 2011
Skills
Data Analytics, Financial Analysis, Microsoft Office, VBA, SAS, SQL
Education
University of Tampa - John H. Sykes College of Business 2005 — 2008
Master of Business Administration (MBA), Accounting
University of Florida 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
Max Corvin Max Corvin's Franklin Templeton Investments Experience March 2014 - Present
Job Product Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments March 2014 - Present
K2 Advisors July 2008 - Present
Bear Stearns Asset Management 2004 - 2008
GlobeOp Financial Services 2002 - 2004
Merrill Lynch 2001 - 2002
CSFBdirect 1999 - 2001
DLJ Direct 1999 - 2001
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Private Equity, Fund Of Funds, Investor Relations, Fixed Income, Equities, Investment Management, Securities, Asset Managment, Capital Markets, Microsoft Excel, Series 7, Series 63, UCITS, Product Management, Morningstar, Product Specialists, Alternative Investment...
Education
University of Delaware 1996 — 2000
BA, Economics
Franklin Templeton Investments March 2014 - Present
K2 Advisors July 2008 - Present
Bear Stearns Asset Management 2004 - 2008
GlobeOp Financial Services 2002 - 2004
Merrill Lynch 2001 - 2002
CSFBdirect 1999 - 2001
DLJ Direct 1999 - 2001
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Private Equity, Fund Of Funds, Investor Relations, Fixed Income, Equities, Investment Management, Securities, Asset Managment, Capital Markets, Microsoft Excel, Series 7, Series 63, UCITS, Product Management, Morningstar, Product Specialists, Alternative Investment...
Education
University of Delaware 1996 — 2000
BA, Economics
Robert Ouimet, CIMA®'s Franklin Templeton Investments Experience 2006 - 2008
Job Regional Director, Russell Investments
Industry Investment Management
Experience
Russell Investments March 2008 - Present
Franklin Templeton Investments 2006 - 2008
T. Rowe Price 2003 - 2006
Signator Investors, Inc. 2002 - 2003
Education
University of Florida 1999 — 2002
Bachelor of Arts
Russell Investments March 2008 - Present
Franklin Templeton Investments 2006 - 2008
T. Rowe Price 2003 - 2006
Signator Investors, Inc. 2002 - 2003
Education
University of Florida 1999 — 2002
Bachelor of Arts
Vikentia Provizionatou PhD, FRM Vikentia Provizionatou PhD, FRM's Franklin Templeton Investments Experience December 2014 - Present
Job Vice President Quantitative Analyst
Industry Investment Management
Experience
Franklin Templeton Investments December 2014 - Present
Franklin Templeton Investments February 2008 - Present
University of Essex September 2006 - September 2007
Insearch January 2005 - September 2007
Education
University of Essex 2002 — 2007
PhD, Computational Finance
University of Essex 2001 — 2002
MSc, Financial and Business Economics
University of Essex 1998 — 2001
BA, Financial Economics
Franklin Templeton Investments December 2014 - Present
Franklin Templeton Investments February 2008 - Present
University of Essex September 2006 - September 2007
Insearch January 2005 - September 2007
Education
University of Essex 2002 — 2007
PhD, Computational Finance
University of Essex 2001 — 2002
MSc, Financial and Business Economics
University of Essex 1998 — 2001
BA, Financial Economics
Harry Parker Harry Parker's Franklin Templeton Investments Experience February 2000 - August 2001
Job Realtor at Century 21 Sundance Realty
Industry Real Estate
Experience
Century 21 Sundance Realty October 2014 - Present
HPARK FABRICATORS, LLC March 2013 - Present
stackDesign group April 2008 - February 2013
The Grounds Coffeehouse February 2003 - April 2006
Media General January 2002 - January 2003
Franklin Templeton Investments February 2000 - August 2001
Skills
New Business Development, Salesforce.com, Social Media Marketing, Account Management, Sales, Customer Service, Contract Negotiation, Marketing
Education
University of Florida
Bachelor's degree, Political Science and Government
Century 21 Sundance Realty October 2014 - Present
HPARK FABRICATORS, LLC March 2013 - Present
stackDesign group April 2008 - February 2013
The Grounds Coffeehouse February 2003 - April 2006
Media General January 2002 - January 2003
Franklin Templeton Investments February 2000 - August 2001
Skills
New Business Development, Salesforce.com, Social Media Marketing, Account Management, Sales, Customer Service, Contract Negotiation, Marketing
Education
University of Florida
Bachelor's degree, Political Science and Government
Jordan Yates Jordan Yates's Franklin Templeton Investments Experience April 2009 - February 2013
Job Consultant, Advisor Development Programs at CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company April 2015 - Present
CI Investments Inc. February 2013 - Present
Franklin Templeton Investments April 2009 - February 2013
Franklin Templeton Investments January 2008 - March 2009
Fidelity Investments 2005 - 2005
Bank of Montreal 2004 - 2005
Skills
Instructional Design, Needs Analysis, Teaching, Employee Training, Analysis, Training, Program Facilitation, Staff Development, Customer Relations, Blended Learning, Microsoft Office, Program Management, MS Office Suite, Report Writing, Training & Development, Customer Service, Learning Management, Training Delivery, Employee Engagement, Call Centers, Business Development, E-Learning, Leadership Development, Learning Management..., Workshop Facilitation, Performance Management, Wealth Management, Consulting, Coaching
Education
University of Central Queensland 2007 — 2007
Graduate Diploma of Learning and Teaching, Education
University of Guelph 2001 — 2004
B.COMM, Marketing Management
Richview Collegiate Institute 1996 — 2001
CI Investments Inc. – Canada’s Investment Company April 2015 - Present
CI Investments Inc. February 2013 - Present
Franklin Templeton Investments April 2009 - February 2013
Franklin Templeton Investments January 2008 - March 2009
Fidelity Investments 2005 - 2005
Bank of Montreal 2004 - 2005
Skills
Instructional Design, Needs Analysis, Teaching, Employee Training, Analysis, Training, Program Facilitation, Staff Development, Customer Relations, Blended Learning, Microsoft Office, Program Management, MS Office Suite, Report Writing, Training & Development, Customer Service, Learning Management, Training Delivery, Employee Engagement, Call Centers, Business Development, E-Learning, Leadership Development, Learning Management..., Workshop Facilitation, Performance Management, Wealth Management, Consulting, Coaching
Education
University of Central Queensland 2007 — 2007
Graduate Diploma of Learning and Teaching, Education
University of Guelph 2001 — 2004
B.COMM, Marketing Management
Richview Collegiate Institute 1996 — 2001
Bradley Kline Bradley Kline's Franklin Templeton Investments Experience June 2015 - Present
Job Investment Risk Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2015 - Present
Franklin Templeton Investments September 2010 - May 2015
Morgan Stanley December 2008 - September 2010
Morgan Stanley January 2006 - December 2008
Carnival Cruise Lines November 2004 - October 2005
Applica Consumer Products May 2003 - August 2003
Applica Consumer Products May 2002 - August 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Spanish-English, Forecasting, Finance, Analysis, Leadership, Visio, Cash Flow, Management, Economics, Sales, Logistics, Training, Data Analysis, Marketing, Performance Analysis, Performance Attribution, FactSet, PowerPoint, Financial Risk, Banking, Business Analysis, Financial Analysis, Mutual Funds, Portfolio Management, Risk Management
Education
University of Florida 2007 — 2009
Masters of Business Administration, Business Administration
University of Michigan 2000 — 2004
Bachelor of Arts, Economics
Franklin Templeton Investments June 2015 - Present
Franklin Templeton Investments September 2010 - May 2015
Morgan Stanley December 2008 - September 2010
Morgan Stanley January 2006 - December 2008
Carnival Cruise Lines November 2004 - October 2005
Applica Consumer Products May 2003 - August 2003
Applica Consumer Products May 2002 - August 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Spanish-English, Forecasting, Finance, Analysis, Leadership, Visio, Cash Flow, Management, Economics, Sales, Logistics, Training, Data Analysis, Marketing, Performance Analysis, Performance Attribution, FactSet, PowerPoint, Financial Risk, Banking, Business Analysis, Financial Analysis, Mutual Funds, Portfolio Management, Risk Management
Education
University of Florida 2007 — 2009
Masters of Business Administration, Business Administration
University of Michigan 2000 — 2004
Bachelor of Arts, Economics
Igor Kaplun Igor Kaplun's Franklin Templeton Investments Experience March 2007 - April 2009
Job Manager, Business and Product Development, Global Repository Services at CME Group
Industry Financial Services
Experience
CME Group February 2015 - Present
CME Group October 2013 - February 2015
CME Group October 2009 - October 2013
Franklin Templeton Investments March 2007 - April 2009
Skills
Market Data, Relationship Management, Investment Management, Vendor Management, Content Management, Exchange Traded..., Sales Operations, Data Analysis, Account Management, Account Reconciliation, Derivatives, Software Licensing, Licensing, OTC, RFP, RFI, Contract Negotiation
Education
University of Florida - Warrington College of Business Administration 2005 — 2006
Master of Arts, International Business
University of Florida 2001 — 2005
Bachelor of Arts, Business Administration
CME Group February 2015 - Present
CME Group October 2013 - February 2015
CME Group October 2009 - October 2013
Franklin Templeton Investments March 2007 - April 2009
Skills
Market Data, Relationship Management, Investment Management, Vendor Management, Content Management, Exchange Traded..., Sales Operations, Data Analysis, Account Management, Account Reconciliation, Derivatives, Software Licensing, Licensing, OTC, RFP, RFI, Contract Negotiation
Education
University of Florida - Warrington College of Business Administration 2005 — 2006
Master of Arts, International Business
University of Florida 2001 — 2005
Bachelor of Arts, Business Administration
Jackson Reeves's Franklin Templeton Investments Experience May 2013 - August 2013
Job Banking Representative
Industry Financial Services
Experience
The Bank of Tampa March 2014 - Present
Franklin Templeton Investments May 2013 - August 2013
Stephens Inc. June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Office..., Teamwork
Education
University of Florida 2010 — 2013
Bachelor of Science in Business Administration, Finance
University of Tampa 2009 — 2010
Undergraduate, Business
The Bank of Tampa March 2014 - Present
Franklin Templeton Investments May 2013 - August 2013
Stephens Inc. June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Office..., Teamwork
Education
University of Florida 2010 — 2013
Bachelor of Science in Business Administration, Finance
University of Tampa 2009 — 2010
Undergraduate, Business
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
Rob Richardson, CIMA® Rob Richardson, CIMA®'s Franklin Templeton Investments Experience April 2013 - Present
Job Advisor to Financial Advisors | Practice Management Authority | Speaker | Spokesperson at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2013 - Present
Franklin Templeton Investments June 1995 - April 2013
Dreyfus December 1993 - June 1995
MFS Investment Management February 1990 - December 1993
Skills
Public Speaking, Value add presentaions, Personal Development, Best Practices, Business Coaching, Practice Management, Client Retention..., Business Planning, Client Relations Skills, Sales Process, Motivational Speaking, Sales Presentations, Financial Services, Financial Advisory, Mutual Funds, Asset Management, Wealth Management, Territory Optimization, Investments, Finance, Series 7, Investment Strategies
Education
University of Florida 1976 — 1980
Bachelor of Business Administration (B.B.A.), Finance and Banking
Franklin Templeton Investments April 2013 - Present
Franklin Templeton Investments June 1995 - April 2013
Dreyfus December 1993 - June 1995
MFS Investment Management February 1990 - December 1993
Skills
Public Speaking, Value add presentaions, Personal Development, Best Practices, Business Coaching, Practice Management, Client Retention..., Business Planning, Client Relations Skills, Sales Process, Motivational Speaking, Sales Presentations, Financial Services, Financial Advisory, Mutual Funds, Asset Management, Wealth Management, Territory Optimization, Investments, Finance, Series 7, Investment Strategies
Education
University of Florida 1976 — 1980
Bachelor of Business Administration (B.B.A.), Finance and Banking
Marcia Anderson Marcia Anderson's Franklin Templeton Investments Experience October 2000 - July 2007
Job Managing Partner at Unishippers
Industry Package/Freight Delivery
Experience
Unishippers Account Executive III and Sales Manager IIIBright House NetworksFebruary 2012 - November 2014
Transamerica July 2007 - May 2009
Franklin Templeton Investments October 2000 - July 2007
Skills
Telecommunications, Sales, Investments, Account Management, Direct Sales, Customer Service, Solution Selling, Sales Management, Team Building, New Business Development, Management, Contract Negotiation, Leadership
Education
University of Florida 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Unishippers Account Executive III and Sales Manager IIIBright House NetworksFebruary 2012 - November 2014
Transamerica July 2007 - May 2009
Franklin Templeton Investments October 2000 - July 2007
Skills
Telecommunications, Sales, Investments, Account Management, Direct Sales, Customer Service, Solution Selling, Sales Management, Team Building, New Business Development, Management, Contract Negotiation, Leadership
Education
University of Florida 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Robert Mullin's Franklin Templeton Investments Experience 1992 - 1996
Job Partner/Portfolio Manager at RAEIF
Industry Investment Management
Experience
RAEIF January 2010 - Present
Marathon Resource Investments January 1998 - December 2012
Aesop Capital/The Cypress Funds 2000 - 2003
Franklin Templeton Investments 1992 - 1996
Shearson Lehman Brothers 1990 - 1990
Skills
Private Equity, Valuation, Equities, Investment Banking, Equity Research
Education
University of Colorado Boulder 1988 — 1991
Economics
RAEIF January 2010 - Present
Marathon Resource Investments January 1998 - December 2012
Aesop Capital/The Cypress Funds 2000 - 2003
Franklin Templeton Investments 1992 - 1996
Shearson Lehman Brothers 1990 - 1990
Skills
Private Equity, Valuation, Equities, Investment Banking, Equity Research
Education
University of Colorado Boulder 1988 — 1991
Economics
Jon Vapsva, CFA Jon Vapsva, CFA's Franklin Templeton Investments Experience 2006 - 2007
Job Manager, Investments at DGAM
Industry Investment Management
Experience
The Carlyle Group February 2014 - Present
DGAM / The Carlyle Group September 2010 - February 2014
DGAM / The Carlyle Group July 2007 - September 2010
Franklin Templeton Investments 2006 - 2007
National Book Service 2003 - 2006
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Portfolio Management, Equities, Derivatives, Bloomberg, Equity Research, Investments, ETFs, Capital Markets, Asset Management, Investment Strategies, Fund Of Funds
Education
University of Guelph 1997 — 2002
Bachelor of Commerce (B.Com.), Economics
The Carlyle Group February 2014 - Present
DGAM / The Carlyle Group September 2010 - February 2014
DGAM / The Carlyle Group July 2007 - September 2010
Franklin Templeton Investments 2006 - 2007
National Book Service 2003 - 2006
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Portfolio Management, Equities, Derivatives, Bloomberg, Equity Research, Investments, ETFs, Capital Markets, Asset Management, Investment Strategies, Fund Of Funds
Education
University of Guelph 1997 — 2002
Bachelor of Commerce (B.Com.), Economics
Eric Walther Eric Walther's Franklin Templeton Investments Experience February 2011 - Present
Job Advisor Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments February 2011 - Present
Franklin Templeton Investments December 2009 - January 2011
University of Florida January 2005 - December 2008
Skills
Account Management, Data Analysis, Customer Service, Sales, Outlook, Microsoft Excel, Investments, Analysis, Leadership, Marketing, Retirement Planning, Microsoft Office, Series 7, Series 63, Finance, Accounting
Education
University of Florida - Warrington College Of Business 2005 — 2008
BSBA, Finance
Brentwood High School 2001 — 2004
Franklin Templeton Investments February 2011 - Present
Franklin Templeton Investments December 2009 - January 2011
University of Florida January 2005 - December 2008
Skills
Account Management, Data Analysis, Customer Service, Sales, Outlook, Microsoft Excel, Investments, Analysis, Leadership, Marketing, Retirement Planning, Microsoft Office, Series 7, Series 63, Finance, Accounting
Education
University of Florida - Warrington College Of Business 2005 — 2008
BSBA, Finance
Brentwood High School 2001 — 2004
Alison Goldberg Alison Goldberg's Franklin Templeton Investments Experience February 2011 - Present
Job Senior Financial Analyst, Alternative Strategy Trade Services at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments February 2011 - Present
Franklin Templeton Investments March 2004 - February 2011
Franklin Templeton Investments January 2002 - March 2004
Franklin Templeton Investments February 2000 - January 2002
Franklin Templeton Investments January 1997 - February 2000
Franklin Templeton Investments October 1996 - January 1997
Skills
Finance, Process Improvement, Project Management, Collateral Management, Alternative Investments, Securities, Accounting, Equities, Financial Analysis, Financial Risk, Fixed Income, Investments, Management, Operations Management, Strategy, Asset Management, Financial Services, Risk Management, Derivatives
Education
University of Miami 1998 — 2000
Master's Degree, Business Administration with Specialization in International Business
University of Florida 1992 — 1996
Bachelor's Degree, Business Administration
Franklin Templeton Investments February 2011 - Present
Franklin Templeton Investments March 2004 - February 2011
Franklin Templeton Investments January 2002 - March 2004
Franklin Templeton Investments February 2000 - January 2002
Franklin Templeton Investments January 1997 - February 2000
Franklin Templeton Investments October 1996 - January 1997
Skills
Finance, Process Improvement, Project Management, Collateral Management, Alternative Investments, Securities, Accounting, Equities, Financial Analysis, Financial Risk, Fixed Income, Investments, Management, Operations Management, Strategy, Asset Management, Financial Services, Risk Management, Derivatives
Education
University of Miami 1998 — 2000
Master's Degree, Business Administration with Specialization in International Business
University of Florida 1992 — 1996
Bachelor's Degree, Business Administration
Theresa Jewett Theresa Jewett's Franklin Templeton Investments Experience September 1996 - Present
Job Supervisor Franklin Templeton
Industry Financial Services
Experience
Franklin Templeton Investments September 1996 - Present
Skills
Investments, Mutual Funds, Alternative Investments, Asset Management, Securities, Series 63, Series 7, Wealth Management, Equities, Financial Services
Education
University of Florida
Bachelor of Business Administration (B.B.A.)
Franklin Templeton Investments September 1996 - Present
Skills
Investments, Mutual Funds, Alternative Investments, Asset Management, Securities, Series 63, Series 7, Wealth Management, Equities, Financial Services
Education
University of Florida
Bachelor of Business Administration (B.B.A.)
Maria Gallegos Maria Gallegos's Franklin Templeton Investments Experience September 2007 - January 2009
Job Principal Product Marketing Manager at Red Hat
Industry Marketing and Advertising
Experience
Red Hat August 2012 - Present
GoGrid March 2010 - August 2012
Maria Gallegos November 2009 - January 2011
Marketing Volunteer Consultants (MVC) March 2009 - June 2010
AlgoBusters August 2009 - March 2010
Franklin Templeton Investments September 2007 - January 2009
Professional Businesswomen of California January 2006 - June 2007
Circle for Latina Leadership January 2002 - October 2002
eresmas.com August 1999 - January 2001
Auraria Book Center 1994 - 1999
Skills
Lead Generation, Salesforce.com, Email Marketing Software, Pardot Marketing..., Webinar Development, Webinar Management, Pardot, Marketing Automation, Social Media Marketing, SaaS, Product Marketing, Product Management, SEO, CRM, Strategy, Google Analytics, Management, Marketing Communications, Advertising, Social Media, Sales, Content Strategy, Public Relations, Blogging, Cross-functional Team..., Online Advertising, Corporate Communications, Competitive Analysis, Demand Generation, User Experience, Market Research, Social Networking, Product Launch, Marketing Strategy, Marketing, Marketing Research, Strategic Partnerships, Multi-channel Marketing, Email Marketing, Go-to-market Strategy
Education
University of Colorado Denver 1999 — 2001
MBA, International Marketing
University of Colorado at Denver 1994 — 1998
BA, Communications
Red Hat August 2012 - Present
GoGrid March 2010 - August 2012
Maria Gallegos November 2009 - January 2011
Marketing Volunteer Consultants (MVC) March 2009 - June 2010
AlgoBusters August 2009 - March 2010
Franklin Templeton Investments September 2007 - January 2009
Professional Businesswomen of California January 2006 - June 2007
Circle for Latina Leadership January 2002 - October 2002
eresmas.com August 1999 - January 2001
Auraria Book Center 1994 - 1999
Skills
Lead Generation, Salesforce.com, Email Marketing Software, Pardot Marketing..., Webinar Development, Webinar Management, Pardot, Marketing Automation, Social Media Marketing, SaaS, Product Marketing, Product Management, SEO, CRM, Strategy, Google Analytics, Management, Marketing Communications, Advertising, Social Media, Sales, Content Strategy, Public Relations, Blogging, Cross-functional Team..., Online Advertising, Corporate Communications, Competitive Analysis, Demand Generation, User Experience, Market Research, Social Networking, Product Launch, Marketing Strategy, Marketing, Marketing Research, Strategic Partnerships, Multi-channel Marketing, Email Marketing, Go-to-market Strategy
Education
University of Colorado Denver 1999 — 2001
MBA, International Marketing
University of Colorado at Denver 1994 — 1998
BA, Communications
Nichole King Nichole King's Franklin Templeton Investments Experience April 2006 - July 2008
Job Technical Recruiter at TEKsystems
Industry Information Technology and Services
Experience
TEKsystems December 2011 - Present
Catalina Marketing July 2008 - December 2011
Franklin Templeton Investments April 2006 - July 2008
Skills
Fluent in Spanish, Working knowledge of...
Education
University of Florida 2002 — 2005
Bachelors of Arts, Spanish Language and Literature
TEKsystems December 2011 - Present
Catalina Marketing July 2008 - December 2011
Franklin Templeton Investments April 2006 - July 2008
Skills
Fluent in Spanish, Working knowledge of...
Education
University of Florida 2002 — 2005
Bachelors of Arts, Spanish Language and Literature
Gary LoDuca, CFP®, ChFC Gary LoDuca, CFP®, ChFC's Franklin Templeton Investments Experience February 2003 - February 2006
Job Founder & Chief Executive Thinker of Thoughtful Wealth Management
Industry Investment Management
Experience
Thoughtful Wealth Management February 2015 - Present
USAA March 2012 - February 2015
CA Wealth Managment Partners LLC February 2011 - March 2012
1st Global May 2008 - February 2011
LightPort, Inc. July 2007 - March 2008
Franklin Templeton Investments February 2003 - February 2006
Franklin Templeton Investments September 2000 - February 2003
Ameriprise Financial 1998 - 2000
Merrill Lynch 1994 - 1996
Skills
Financial Planning, Retirement Planning, Business Planning, Asset Protection, Risk Mitigation, Wealth Management, Investments, Insurance, Tax, Estate Planning, Asset Management, Portfolio Management, Annuities, Asset Allocation, Business Development, Financial Services, Fixed Annuities, Retirement, Risk Management, Strategic Financial...
Education
University of Florida 1985 — 1989
BS, Business Administration
Colgate Sailing School
Certified Sailing Captain, Yacht Cruising
The American College
Chartered Financial Consultant
Thoughtful Wealth Management February 2015 - Present
USAA March 2012 - February 2015
CA Wealth Managment Partners LLC February 2011 - March 2012
1st Global May 2008 - February 2011
LightPort, Inc. July 2007 - March 2008
Franklin Templeton Investments February 2003 - February 2006
Franklin Templeton Investments September 2000 - February 2003
Ameriprise Financial 1998 - 2000
Merrill Lynch 1994 - 1996
Skills
Financial Planning, Retirement Planning, Business Planning, Asset Protection, Risk Mitigation, Wealth Management, Investments, Insurance, Tax, Estate Planning, Asset Management, Portfolio Management, Annuities, Asset Allocation, Business Development, Financial Services, Fixed Annuities, Retirement, Risk Management, Strategic Financial...
Education
University of Florida 1985 — 1989
BS, Business Administration
Colgate Sailing School
Certified Sailing Captain, Yacht Cruising
The American College
Chartered Financial Consultant
Alan Jardeleza Alan Jardeleza's Franklin Templeton Investments Experience July 2005 - January 2012
Job Wealth Advisor at Merrill Lynch Private Client Group
Industry Financial Services
Experience
Merrill Lynch January 2012 - Present
Franklin Templeton Investments July 2005 - January 2012
Jasper Capital July 2004 - July 2005
Wachovia Securities January 2001 - January 2003
Morgan Stanley January 1998 - January 2001
Education
University of Florida 1992 — 1997
Bachelor of Arts (B.A.)
John Carroll Catholic High School 1988 — 1992
Merrill Lynch January 2012 - Present
Franklin Templeton Investments July 2005 - January 2012
Jasper Capital July 2004 - July 2005
Wachovia Securities January 2001 - January 2003
Morgan Stanley January 1998 - January 2001
Education
University of Florida 1992 — 1997
Bachelor of Arts (B.A.)
John Carroll Catholic High School 1988 — 1992
Kevin Koss's Franklin Templeton Investments Experience June 2008 - October 2009
Job Financial Services and FixedIncome Professional
Industry Financial Services
Experience
Global Financial Private Capital, LLC April 2011 - Present
Angie Brewer & Associates October 2009 - July 2010
Franklin Templeton Investments June 2008 - October 2009
Wachovia, A Wells Fargo Company May 2007 - June 2008
Skills
Analysis, Business Analysis, Project Management
Education
CFA Candidate - Level II
University of Florida
Bachelor of Arts, Economics
Global Financial Private Capital, LLC April 2011 - Present
Angie Brewer & Associates October 2009 - July 2010
Franklin Templeton Investments June 2008 - October 2009
Wachovia, A Wells Fargo Company May 2007 - June 2008
Skills
Analysis, Business Analysis, Project Management
Education
CFA Candidate - Level II
University of Florida
Bachelor of Arts, Economics
Daniesha Dawes Daniesha Dawes's Franklin Templeton Investments Experience June 2015 - Present
Job Risk and Control Advisor at DTCC
Industry Financial Services
Experience
Franklin Templeton Investments June 2015 - Present
The Depository Trust & Clearing Corporation September 2013 - Present
DTCC June 2011 - September 2013
UF Department of Recreational Sports January 2010 - June 2011
UF Department of Recreational Sports January 2009 - January 2010
National Housing Trust June 2009 - July 2009
The Gleaner Company June 2008 - July 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Research, Access, Data Analysis, Risk Management, Finance
Education
University of Florida 2014 — 2016
Master of Business Administration (M.B.A.)
University of Florida 2007 — 2011
Bachelor of Arts (BA), Economics
Franklin Templeton Investments June 2015 - Present
The Depository Trust & Clearing Corporation September 2013 - Present
DTCC June 2011 - September 2013
UF Department of Recreational Sports January 2010 - June 2011
UF Department of Recreational Sports January 2009 - January 2010
National Housing Trust June 2009 - July 2009
The Gleaner Company June 2008 - July 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Research, Access, Data Analysis, Risk Management, Finance
Education
University of Florida 2014 — 2016
Master of Business Administration (M.B.A.)
University of Florida 2007 — 2011
Bachelor of Arts (BA), Economics
Maria Eugenia Cordova's Franklin Templeton Investments Experience June 2011 - March 2013
Job Sales Manager US
Industry Financial Services
Experience
Henderson Global Investors June 2015 - Present
Aberdeen Asset Management April 2013 - April 2015
Franklin Templeton Investments June 2011 - March 2013
JPMorgan Chase March 2007 - September 2010
Skills
Mutual Funds, Alternative Investments, Asset Allocation, Wealth Management, Investment Strategies, Investment Advisory, Bloomberg, Hedge Funds, Investments, Asset Managment, Series 7, Series 63, Series 65, Equities, Fixed Income, Portfolio Management, Asset Management, Securities
Education
University of Florida 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Economics
Henderson Global Investors June 2015 - Present
Aberdeen Asset Management April 2013 - April 2015
Franklin Templeton Investments June 2011 - March 2013
JPMorgan Chase March 2007 - September 2010
Skills
Mutual Funds, Alternative Investments, Asset Allocation, Wealth Management, Investment Strategies, Investment Advisory, Bloomberg, Hedge Funds, Investments, Asset Managment, Series 7, Series 63, Series 65, Equities, Fixed Income, Portfolio Management, Asset Management, Securities
Education
University of Florida 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Economics
Cameron Wilde's Franklin Templeton Investments Experience April 2007 - December 2010
Job Investment Solutions Analyst at Sun Life Financial of Canada
Industry Financial Services
Experience
Sun Life Financial December 2010 - Present
Franklin Templeton Investments April 2007 - December 2010
Franklin Templeton Investements 2004 - March 2007
Franklin Templeton Investments July 2000 - July 2002
Skills
Mutual Funds, Investments, Asset Managment, Financial Analysis, Wealth Management, Asset Management, Investment Strategies, Corporate Finance, Equities, Strategic Financial..., Investment Management, Financial Services, Securities, Portfolio Management, Bloomberg, Asset Allocation, Fixed Income, Retirement Planning, Financial Advisory, Financial Modeling
Education
University of Guelph 1996 — 2000
Bachelor of Commerce, Management Economics
Trinity College School 1993 — 1996
High School
St. Andrews School 1983 — 1993
High School
Sun Life Financial December 2010 - Present
Franklin Templeton Investments April 2007 - December 2010
Franklin Templeton Investements 2004 - March 2007
Franklin Templeton Investments July 2000 - July 2002
Skills
Mutual Funds, Investments, Asset Managment, Financial Analysis, Wealth Management, Asset Management, Investment Strategies, Corporate Finance, Equities, Strategic Financial..., Investment Management, Financial Services, Securities, Portfolio Management, Bloomberg, Asset Allocation, Fixed Income, Retirement Planning, Financial Advisory, Financial Modeling
Education
University of Guelph 1996 — 2000
Bachelor of Commerce, Management Economics
Trinity College School 1993 — 1996
High School
St. Andrews School 1983 — 1993
High School
Jeff Miller, CFA, CAIA's Franklin Templeton Investments Experience July 1998 - November 1999
Job Sr. Fixed Income Analyst at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch June 2006 - Present
Boston Capital January 2005 - June 2006
CDR Management June 2002 - October 2005
mPower Advisors August 1999 - August 2001
Franklin Templeton Investments July 1998 - November 1999
Skills
Portfolio Management, Asset Managment, Analysis, Asset Allocation, Valuation, Hedge Funds, Financial Modeling, Investment Management, Finance, Securities, Investments, Risk Management, Equities, Mutual Funds, Fixed Income, Bloomberg, Private Equity, Equity Research, Asset Management, Credit Analysis
Education
University of Colorado Boulder - Leeds School of Business 1993 — 1998
B.S. Business Administration, Finance
Fletcher School of Law and Diplomacy - Summer Session 2008 — 2008
International Economics
Chartered Alternative Investment Analyst (CAIA) Designation
Chartered Financial Analyst (CFA) Designation
Merrill Lynch June 2006 - Present
Boston Capital January 2005 - June 2006
CDR Management June 2002 - October 2005
mPower Advisors August 1999 - August 2001
Franklin Templeton Investments July 1998 - November 1999
Skills
Portfolio Management, Asset Managment, Analysis, Asset Allocation, Valuation, Hedge Funds, Financial Modeling, Investment Management, Finance, Securities, Investments, Risk Management, Equities, Mutual Funds, Fixed Income, Bloomberg, Private Equity, Equity Research, Asset Management, Credit Analysis
Education
University of Colorado Boulder - Leeds School of Business 1993 — 1998
B.S. Business Administration, Finance
Fletcher School of Law and Diplomacy - Summer Session 2008 — 2008
International Economics
Chartered Alternative Investment Analyst (CAIA) Designation
Chartered Financial Analyst (CFA) Designation
Jarrett Jessup's Franklin Templeton Investments Experience October 2011 - Present
Job Manager Financial Analysis & Reporting at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2011 - Present
Franklin Templeton April 2007 - September 2011
Franklin Templeton Investments March 2004 - April 2007
Franklin Templeton Investments October 2001 - March 2004
Skills
Financial Analysis, Finance, Mutual Funds, Financial Modeling, Management, Business Analysis, Financial Services, Executive Writing, Communication, Social Media, Idea Person, Persistence, Economic Research
Education
University of Denver 1991 — 1995
BSBA, Finance-Marketing
Franklin Templeton Investments October 2011 - Present
Franklin Templeton April 2007 - September 2011
Franklin Templeton Investments March 2004 - April 2007
Franklin Templeton Investments October 2001 - March 2004
Skills
Financial Analysis, Finance, Mutual Funds, Financial Modeling, Management, Business Analysis, Financial Services, Executive Writing, Communication, Social Media, Idea Person, Persistence, Economic Research
Education
University of Denver 1991 — 1995
BSBA, Finance-Marketing
Beth Duralde, PHR's Franklin Templeton Investments Experience 2000 - 2006
Job .
Industry Banking
Experience
SunTrust Banks, Inc. 2006 - 2010
Franklin Templeton Investments 2000 - 2006
Education
University of Florida 1996 — 2000
SunTrust Banks, Inc. 2006 - 2010
Franklin Templeton Investments 2000 - 2006
Education
University of Florida 1996 — 2000
Thomas Tirkel's Franklin Templeton Investments Experience November 2014 - Present
Job Client Relations Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments November 2014 - Present
Education
University of Illinois at Chicago 2005 — 2007
Bachelors, Finance, Management
Franklin Templeton Investments November 2014 - Present
Education
University of Illinois at Chicago 2005 — 2007
Bachelors, Finance, Management
Patricia Herzfeld's Franklin Templeton Investments Experience February 2006 - March 2011
Job Estate and Investment Analyst at Clarity Financial Planning
Industry Financial Services
Experience
Clarity Financial Planning, Inc. December 2013 - Present
Franklin Templeton Investments February 2006 - March 2011
Franklin Templeton Investments November 2004 - February 2006
Franklin Templeton Investments January 2003 - November 2004
Morgan Stanley May 2002 - August 2002
Skills
Bloomberg, Fixed Income, Hedge Funds, Financial Markets, New Business Development, Portfolio Management, Derivatives, Business Strategy, Alternative Investments, Capital Markets, Equities, Business Development, Strategic Planning
Education
University of Florida - Warrington College Of Business
Bachelor's degree, Finance, General
Clarity Financial Planning, Inc. December 2013 - Present
Franklin Templeton Investments February 2006 - March 2011
Franklin Templeton Investments November 2004 - February 2006
Franklin Templeton Investments January 2003 - November 2004
Morgan Stanley May 2002 - August 2002
Skills
Bloomberg, Fixed Income, Hedge Funds, Financial Markets, New Business Development, Portfolio Management, Derivatives, Business Strategy, Alternative Investments, Capital Markets, Equities, Business Development, Strategic Planning
Education
University of Florida - Warrington College Of Business
Bachelor's degree, Finance, General
Jackie Bleicher, CPA's Franklin Templeton Investments Experience February 2004 - August 2006
Job Senior Vice President at The Rock Creek Group
Industry Financial Services
Experience
The Rock Creek Group January 2013 - Present
The Rock Creek Group January 2012 - December 2012
The Rock Creek Group January 2011 - December 2011
The Rock Creek Group September 2006 - December 2010
Franklin Templeton Investments February 2004 - August 2006
Skills
CPA
Education
University of Florida 1999 — 2002
The Rock Creek Group January 2013 - Present
The Rock Creek Group January 2012 - December 2012
The Rock Creek Group January 2011 - December 2011
The Rock Creek Group September 2006 - December 2010
Franklin Templeton Investments February 2004 - August 2006
Skills
CPA
Education
University of Florida 1999 — 2002
Jay Averill's Franklin Templeton Investments Experience October 1997 - February 2001
Job Sr. Manager Customer Support at Trion Worlds, Inc.
Industry Computer Games
Experience
Trion Worlds, Inc. April 2012 - Present
Trion Worlds, Inc. November 2010 - April 2012
Trion Worlds Inc. August 2010 - November 2010
iEnergizer of Texas/Nexxlinx July 2008 - August 2010
Electronic Arts Inc May 2004 - July 2008
Covenant Aviation Security November 2002 - October 2003
Franklin Templeton Investments October 1997 - February 2001
Skills
MMO, Computer Games, Video Games, MMORPG, Online Gaming, Social Games, Call Center, Customer Service, Customer Support, Customer Retention, Vendor Management, Call center start-up, PS3, Call Centers, Technical Support, Console, Level Design, Quality Assurance, Wii, Team Leadership, Gaming, Game Development, Gaming Industry, Casual Games, Gameplay, Team Management, Customer Experience, Monetization, Training, Xbox 360, Mobile Games, Customer Satisfaction, Perforce, Community Management, CRM, Game Design, Unreal Engine 3, Management
Education
University of Denver 1994 — 1995
Junipero Serra High School, San Mateo CA
Trion Worlds, Inc. April 2012 - Present
Trion Worlds, Inc. November 2010 - April 2012
Trion Worlds Inc. August 2010 - November 2010
iEnergizer of Texas/Nexxlinx July 2008 - August 2010
Electronic Arts Inc May 2004 - July 2008
Covenant Aviation Security November 2002 - October 2003
Franklin Templeton Investments October 1997 - February 2001
Skills
MMO, Computer Games, Video Games, MMORPG, Online Gaming, Social Games, Call Center, Customer Service, Customer Support, Customer Retention, Vendor Management, Call center start-up, PS3, Call Centers, Technical Support, Console, Level Design, Quality Assurance, Wii, Team Leadership, Gaming, Game Development, Gaming Industry, Casual Games, Gameplay, Team Management, Customer Experience, Monetization, Training, Xbox 360, Mobile Games, Customer Satisfaction, Perforce, Community Management, CRM, Game Design, Unreal Engine 3, Management
Education
University of Denver 1994 — 1995
Junipero Serra High School, San Mateo CA
Erica Brendle's Franklin Templeton Investments Experience 1998 - 1999
Job Corporate Events Manager at Citrix Systems, Inc.
Industry Computer Software
Experience
Citrix Systems, Inc. August 1999 - Present
Franklin Templeton Investments 1998 - 1999
Skills
Sales Enablement, Demand Generation, Multi-channel Marketing, Marketing Automation, Product Marketing
Education
University of Florida 1995 — 1998
Bachelor of Science (B.S.), Marketing
Citrix Systems, Inc. August 1999 - Present
Franklin Templeton Investments 1998 - 1999
Skills
Sales Enablement, Demand Generation, Multi-channel Marketing, Marketing Automation, Product Marketing
Education
University of Florida 1995 — 1998
Bachelor of Science (B.S.), Marketing
Jarrett Mellman's Franklin Templeton Investments Experience 2005 - 2007
Job Vice President, Institutional Marketing at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers Capital Management, Inc. 2008 - Present
Morgan Stanley Investment Management April 2007 - May 2008
Franklin Templeton Investments 2005 - 2007
Skills
Mutual Funds, Alternative Investments, Equities, Series 7, Asset Managment, Investments, Fixed Income, Asset Allocation, Portfolio Management, Financial Analysis, Hedge Funds, Series 63, Investment Strategies, Securities, Investment Advisory
Education
University of Florida 2001 — 2005
Bachelor of Science (BS), Finance, General
University of Florida 2001 — 2004
Bachelor of Science, Finance
Cohen & Steers Capital Management, Inc. 2008 - Present
Morgan Stanley Investment Management April 2007 - May 2008
Franklin Templeton Investments 2005 - 2007
Skills
Mutual Funds, Alternative Investments, Equities, Series 7, Asset Managment, Investments, Fixed Income, Asset Allocation, Portfolio Management, Financial Analysis, Hedge Funds, Series 63, Investment Strategies, Securities, Investment Advisory
Education
University of Florida 2001 — 2005
Bachelor of Science (BS), Finance, General
University of Florida 2001 — 2004
Bachelor of Science, Finance
Bobby Wilmath's Franklin Templeton Investments Experience WholesalerFranklin Templeton Group1999 - 2009
Job VP at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments WholesalerFranklin Templeton Group1999 - 2009
Skills
Alternative Investments, Mutual Funds, Series 63, Wealth Management, Securities, Series 7, Investments, Fixed Income, Investment Advisory, Investment Strategies, Portfolio Management
Education
University of Florida
Franklin Templeton Investments WholesalerFranklin Templeton Group1999 - 2009
Skills
Alternative Investments, Mutual Funds, Series 63, Wealth Management, Securities, Series 7, Investments, Fixed Income, Investment Advisory, Investment Strategies, Portfolio Management
Education
University of Florida
David Schlenker's Franklin Templeton Investments Experience February 2004 - August 2006
Job Senior Marketing Associate at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman June 2009 - Present
Clay Finlay August 2006 - May 2009
Franklin Templeton Investments February 2004 - August 2006
Naylor Publications April 2003 - January 2004
Skills
Mutual Funds, Asset Management, Investments, Equities, Marketing
Education
University of Florida
BS, Decision Information Sciences
Neuberger Berman June 2009 - Present
Clay Finlay August 2006 - May 2009
Franklin Templeton Investments February 2004 - August 2006
Naylor Publications April 2003 - January 2004
Skills
Mutual Funds, Asset Management, Investments, Equities, Marketing
Education
University of Florida
BS, Decision Information Sciences
Shelley Tackman's Franklin Templeton Investments Experience December 2012 - Present
Job Manager Global Data Services
Industry Financial Services
Experience
Franklin Templeton Investments December 2012 - Present
Franklin Templeton Investments January 2009 - December 2012
Franklin Templeton Investments January 2008 - December 2008
Franklin Templeton Investments January 2006 - December 2007
Franklin Templeton Investments August 2003 - December 2005
Franklin Templeton Investments July 2002 - July 2003
Skills
SDLC, Business Analysis, Project Delivery, Vendor Management, Software Project..., Project Management, Risk Management, Requirements Gathering, Program Management, Requirements Analysis, Business Requirements, Stakeholder Management, Project Governance, Resource Management, MS Project, Strategic Planning
Education
University of Florida - Warrington College Of Business 1998 — 2002
BSBA, Decision and Information Sciences, Minors in Spanish and Economics
Franklin Templeton Investments December 2012 - Present
Franklin Templeton Investments January 2009 - December 2012
Franklin Templeton Investments January 2008 - December 2008
Franklin Templeton Investments January 2006 - December 2007
Franklin Templeton Investments August 2003 - December 2005
Franklin Templeton Investments July 2002 - July 2003
Skills
SDLC, Business Analysis, Project Delivery, Vendor Management, Software Project..., Project Management, Risk Management, Requirements Gathering, Program Management, Requirements Analysis, Business Requirements, Stakeholder Management, Project Governance, Resource Management, MS Project, Strategic Planning
Education
University of Florida - Warrington College Of Business 1998 — 2002
BSBA, Decision and Information Sciences, Minors in Spanish and Economics
Tom Colyer's Franklin Templeton Investments Experience July 2012 - Present
Job Associate Project Manager at Franklin Templeton Investments
Industry Information Technology and Services
Experience
Franklin Templeton Investments July 2012 - Present
Education
University of Florida 2000 — 2004
BA, Business Administration
Franklin Templeton Investments July 2012 - Present
Education
University of Florida 2000 — 2004
BA, Business Administration
Kevin McKane, CFP®, CRPS®'s Franklin Templeton Investments Experience May 2005 - August 2005
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. July 2013 - Present
Merrill Lynch May 2012 - June 2013
UBS Financial Services November 2010 - May 2012
UBS Financial Services December 2009 - October 2010
Transamerica Retirement Solutions January 2006 - March 2009
Franklin Templeton Investments May 2005 - August 2005
Lord Abbett & Co. LLC May 2004 - August 2004
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Financial Modeling, Retirement Planning, Asset Management, Asset Allocation, Financial Analysis, Strategic Financial..., Portfolio Management, Risk Management, Sales, Retirement, Banking, Corporate Finance, Insurance, Finance, Financial Advisory, Securities, Series 63, Equities, Asset Managment, Series 6, Investment Advisory, Due Diligence, Valuation, Financial Services, Credit, Investment Management, Loans, Estate Planning, Life Insurance, Relationship Management, Financial Planning, Fixed Income, Investment Strategies, Private Equity, Alternative Investments, Capital Markets, Financial Risk
Education
University of Georgia - Terry College of Business 2001 — 2005
BBA, Economics & Finance
Marist School 1996 — 2001
Raymond James Financial Inc. July 2013 - Present
Merrill Lynch May 2012 - June 2013
UBS Financial Services November 2010 - May 2012
UBS Financial Services December 2009 - October 2010
Transamerica Retirement Solutions January 2006 - March 2009
Franklin Templeton Investments May 2005 - August 2005
Lord Abbett & Co. LLC May 2004 - August 2004
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Financial Modeling, Retirement Planning, Asset Management, Asset Allocation, Financial Analysis, Strategic Financial..., Portfolio Management, Risk Management, Sales, Retirement, Banking, Corporate Finance, Insurance, Finance, Financial Advisory, Securities, Series 63, Equities, Asset Managment, Series 6, Investment Advisory, Due Diligence, Valuation, Financial Services, Credit, Investment Management, Loans, Estate Planning, Life Insurance, Relationship Management, Financial Planning, Fixed Income, Investment Strategies, Private Equity, Alternative Investments, Capital Markets, Financial Risk
Education
University of Georgia - Terry College of Business 2001 — 2005
BBA, Economics & Finance
Marist School 1996 — 2001
Chris Yarosh's Franklin Templeton Investments Experience September 1998 - May 2000
Job Regional Vice President at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2014 - Present
Investacorp, Inc. June 2009 - June 2014
Old Mutual (Bermuda) Ltd. January 2005 - June 2009
Nationwide Financial June 2000 - December 2005
Franklin Templeton Investments September 1998 - May 2000
Skills
Strategic Partnerships, Mutual Funds, Financial Services, Sales, Business Development, Insurance, Sales Operations, Investments, Series 7, Fixed Annuities, Financial Planning, Finance
Education
University of Florida - Warrington College Of Business 1993 — 1997
B.S., Finance & Insurance
Sun Life Financial June 2014 - Present
Investacorp, Inc. June 2009 - June 2014
Old Mutual (Bermuda) Ltd. January 2005 - June 2009
Nationwide Financial June 2000 - December 2005
Franklin Templeton Investments September 1998 - May 2000
Skills
Strategic Partnerships, Mutual Funds, Financial Services, Sales, Business Development, Insurance, Sales Operations, Investments, Series 7, Fixed Annuities, Financial Planning, Finance
Education
University of Florida - Warrington College Of Business 1993 — 1997
B.S., Finance & Insurance
Trisch Colbert's Franklin Templeton Investments Experience October 1991 - January 1992
Job Systems Analyst at Dollar General
Industry Retail
Experience
Dollar General October 2011 - Present
Accudata Integrated Marketing June 2007 - October 2011
Source Interlink 2002 - 2007
Chico's FAS Inc. August 1999 - March 2001
Talbots 1992 - 1999
Franklin Templeton Investments October 1991 - January 1992
Navy Federal Credit Union January 1990 - September 1991
Talbots January 1989 - January 1990
Alachua County 1985 - 1989
Skills
Microsoft SQL Server, T-SQL, Visio
Education
University of Florida 1981 — 1984
B.S., Computer Science
University of Tennessee-Knoxville 1979 — 1981
Architecture
Dollar General October 2011 - Present
Accudata Integrated Marketing June 2007 - October 2011
Source Interlink 2002 - 2007
Chico's FAS Inc. August 1999 - March 2001
Talbots 1992 - 1999
Franklin Templeton Investments October 1991 - January 1992
Navy Federal Credit Union January 1990 - September 1991
Talbots January 1989 - January 1990
Alachua County 1985 - 1989
Skills
Microsoft SQL Server, T-SQL, Visio
Education
University of Florida 1981 — 1984
B.S., Computer Science
University of Tennessee-Knoxville 1979 — 1981
Architecture
Robert Foster IV's Franklin Templeton Investments Experience May 2000 - January 2001
Job Owner/CEO Seniorplicity.com
Industry Online Media
Experience
Seniorplicity.com January 2008 - Present
Brew-Ha's January 2001 - November 2007
Franklin Templeton Investments May 2000 - January 2001
Skills
Marketing Strategy, Social Media Marketing, Online Marketing, Team Building, Online Advertising, Community Outreach, Public Speaking, Marketing, Social Networking, Strategic Planning
Education
University of Florida 1995 — 2000
BABS Marketing, BABS Economics, Marketing
University of Florida 1995 — 2000
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Seniorplicity.com January 2008 - Present
Brew-Ha's January 2001 - November 2007
Franklin Templeton Investments May 2000 - January 2001
Skills
Marketing Strategy, Social Media Marketing, Online Marketing, Team Building, Online Advertising, Community Outreach, Public Speaking, Marketing, Social Networking, Strategic Planning
Education
University of Florida 1995 — 2000
BABS Marketing, BABS Economics, Marketing
University of Florida 1995 — 2000
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Jacob Aruldhas's Franklin Templeton Investments Experience 2002 - 2003
Job CEO at ECS Financials
Industry Information Technology and Services
Experience
Columbia University 2012 - Present
SWIFT 2007 - Present
ECS Financials 2005 - Present
Vanguard 2003 - 2004
Franklin Templeton Investments 2002 - 2003
Fiduciary Trust 2001 - 2002
Deutsche Bank 1999 - 2001
Chase 1999 - 1999
HSBC 1997 - 1999
Skills
Integration, EAI, SWIFT payments, Enterprise Architecture, WebSphere MQ, SOA, SDLC, Middleware
Education
University of Florida 1991 — 1994
PhD, Engineering
University of Kerala 1990 — 1991
Master of Science (MS), Engineering
University of Kerala 1983 — 1988
Bachelor of Science (BS), Engineering
Columbia University 2012 - Present
SWIFT 2007 - Present
ECS Financials 2005 - Present
Vanguard 2003 - 2004
Franklin Templeton Investments 2002 - 2003
Fiduciary Trust 2001 - 2002
Deutsche Bank 1999 - 2001
Chase 1999 - 1999
HSBC 1997 - 1999
Skills
Integration, EAI, SWIFT payments, Enterprise Architecture, WebSphere MQ, SOA, SDLC, Middleware
Education
University of Florida 1991 — 1994
PhD, Engineering
University of Kerala 1990 — 1991
Master of Science (MS), Engineering
University of Kerala 1983 — 1988
Bachelor of Science (BS), Engineering
Melissa duPlessis's Franklin Templeton Investments Experience August 2010 - Present
Job Fund Tax Manager at Franklin Templeton
Industry Accounting
Experience
Franklin Templeton Investments August 2010 - Present
PricewaterhouseCoopers October 2008 - August 2010
Acorn Asset Management January 2006 - October 2008
Education
University of Florida 1997 — 2001
MS/BS, Accounting
Franklin Templeton Investments August 2010 - Present
PricewaterhouseCoopers October 2008 - August 2010
Acorn Asset Management January 2006 - October 2008
Education
University of Florida 1997 — 2001
MS/BS, Accounting
Ryan Jones, CFA's Franklin Templeton Investments Experience February 2004 - Present
Job Senior Vice President at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments February 2004 - Present
OppenheimerFunds September 1998 - February 2004
Education
University of Florida 1993 — 1997
B.S. in Accounting, Accounting and Finance
Franklin Templeton Investments February 2004 - Present
OppenheimerFunds September 1998 - February 2004
Education
University of Florida 1993 — 1997
B.S. in Accounting, Accounting and Finance
Jennifer Locklear, SPHR's Franklin Templeton Investments Experience October 1997 - March 2004
Job Chief People & Culture Officer at WilsonHCG
Industry Human Resources
Experience
WilsonHCG September 2015 - Present
Healthesystems June 2004 - September 2015
Franklin Templeton Investments October 1997 - March 2004
Skills
HRIS, ADP Payroll, Benefits Administration, Talent Acquisition, Employee Relations, Human Resources, Workers Compensation, Recruiting, Account Management, Business Analysis, Vendor Management, Performance Management, Process Improvement, SDLC, Healthcare, FMLA
Education
University of Florida
Bachelor's Degree
WilsonHCG September 2015 - Present
Healthesystems June 2004 - September 2015
Franklin Templeton Investments October 1997 - March 2004
Skills
HRIS, ADP Payroll, Benefits Administration, Talent Acquisition, Employee Relations, Human Resources, Workers Compensation, Recruiting, Account Management, Business Analysis, Vendor Management, Performance Management, Process Improvement, SDLC, Healthcare, FMLA
Education
University of Florida
Bachelor's Degree
Amy Gordin's Franklin Templeton Investments Experience December 2010 - Present
Job Vice President Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments December 2010 - Present
Franklin Templeton Investments January 2006 - November 2010
Franklin Templeton Investments May 1999 - January 2006
Franklin Templeton Investments July 1997 - July 1999
Skills
Mutual Funds, Securities
Education
University of Florida 1993 — 1997
Business, Finance
Franklin Templeton Investments December 2010 - Present
Franklin Templeton Investments January 2006 - November 2010
Franklin Templeton Investments May 1999 - January 2006
Franklin Templeton Investments July 1997 - July 1999
Skills
Mutual Funds, Securities
Education
University of Florida 1993 — 1997
Business, Finance
David Segerdahl's Franklin Templeton Investments Experience 2010 - 2010
Job Managing Director at Elevation Resort Management, LLC
Industry Hospitality
Experience
Elevation Resort Management, LLC August 2013 - Present
Waveland Ventures, LLC March 2010 - Present
Darby Overseas Investments August 2010 - November 2010
Total Attorneys July 2009 - February 2010
Franklin Templeton Investments 2010 - 2010
ServiceSource November 2007 - June 2009
Stark Investments June 2006 - August 2006
Skills
Emerging Markets, Real Estate, Investments, Salesforce.com, Business Development, Management, Marketing, Valuation, Due Diligence, Entrepreneurship, Business Strategy, Start-ups, Private Equity, Market Research, Venture Capital, Financial Analysis, Business Planning, Asset Management, Bloomberg, Strategy
Education
University of Denver 2003 — 2007
BS, International Business
University of Denver - Daniels College of Business 2003 — 2007
3.0, International Business & Art History
University School of Milwaukee 1999 — 2003
University of Westminster
Elevation Resort Management, LLC August 2013 - Present
Waveland Ventures, LLC March 2010 - Present
Darby Overseas Investments August 2010 - November 2010
Total Attorneys July 2009 - February 2010
Franklin Templeton Investments 2010 - 2010
ServiceSource November 2007 - June 2009
Stark Investments June 2006 - August 2006
Skills
Emerging Markets, Real Estate, Investments, Salesforce.com, Business Development, Management, Marketing, Valuation, Due Diligence, Entrepreneurship, Business Strategy, Start-ups, Private Equity, Market Research, Venture Capital, Financial Analysis, Business Planning, Asset Management, Bloomberg, Strategy
Education
University of Denver 2003 — 2007
BS, International Business
University of Denver - Daniels College of Business 2003 — 2007
3.0, International Business & Art History
University School of Milwaukee 1999 — 2003
University of Westminster
David Ulm's Franklin Templeton Investments Experience December 2010 - October 2012
Job Director, Sales at Cedar Capital
Industry Financial Services
Experience
Cedar Capital March 2015 - Present
Cedar Capital December 2013 - March 2015
Invesco October 2012 - December 2013
Franklin Templeton Investments December 2010 - October 2012
Skills
Series 7, Series 63, Mutual Funds, Sales, Sales Presentations, Investments, Series 65, Asset Allocation, Separately Managed..., Alternative Investments, ETFs, Asset Management, Securities, Portfolio Management, Investment Strategies, Wealth Management, Financial Analysis
Education
University of Florida 2006 — 2010
Bachelor of Science (B.S.), Food and Resource Economics
Cedar Capital March 2015 - Present
Cedar Capital December 2013 - March 2015
Invesco October 2012 - December 2013
Franklin Templeton Investments December 2010 - October 2012
Skills
Series 7, Series 63, Mutual Funds, Sales, Sales Presentations, Investments, Series 65, Asset Allocation, Separately Managed..., Alternative Investments, ETFs, Asset Management, Securities, Portfolio Management, Investment Strategies, Wealth Management, Financial Analysis
Education
University of Florida 2006 — 2010
Bachelor of Science (B.S.), Food and Resource Economics
Heather Brase's Franklin Templeton Investments Experience September 1992 - March 2009
Job Experienced Administrative Assistant
Industry Financial Services
Experience
Franklin Templeton Investments September 1992 - March 2009
The Princeton Review June 1991 - August 1992
Camelot Care Centers, Inc. January 1991 - July 1991
Education
University of Denver 1981 — 1985
BA, Psychology
Franklin Templeton Investments September 1992 - March 2009
The Princeton Review June 1991 - August 1992
Camelot Care Centers, Inc. January 1991 - July 1991
Education
University of Denver 1981 — 1985
BA, Psychology
Justin Chasko's Franklin Templeton Investments Experience July 2005 - Present
Job Senior Equity Trader at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 2005 - Present
Skills
Equity Trading, Equities, Electronic Trading, Program Trading, Separately Managed..., Financial Markets, Asset Management, Investments, Alternative Investments, Capital Markets, Mutual Funds, Securities, Bloomberg, Trading, Trading Systems, Options
Education
University of Miami - School of Business 2006 — 2007
MBA, International Business
University of Florida - Warrington College of Business Administration 1998 — 2002
BS, Finance
Franklin Templeton Investments July 2005 - Present
Skills
Equity Trading, Equities, Electronic Trading, Program Trading, Separately Managed..., Financial Markets, Asset Management, Investments, Alternative Investments, Capital Markets, Mutual Funds, Securities, Bloomberg, Trading, Trading Systems, Options
Education
University of Miami - School of Business 2006 — 2007
MBA, International Business
University of Florida - Warrington College of Business Administration 1998 — 2002
BS, Finance
Lynda Gaggiani's Franklin Templeton Investments Experience Senior Software EngineerFranklin Templeton Technologies1998 - Present
Job Senior Software Engineer at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments Senior Software EngineerFranklin Templeton Technologies1998 - Present
Education
University of Florida
BA
Franklin Templeton Investments Senior Software EngineerFranklin Templeton Technologies1998 - Present
Education
University of Florida
BA
Ryan Hildebrand's Franklin Templeton Investments Experience May 2007 - August 2007
Job Registered Representative at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. May 2011 - August 2014
Transamerica Financial Advisors August 2008 - May 2011
Franklin Templeton Investments May 2007 - August 2007
Skills
Life Insurance, Fixed Annuities, Strategic Financial..., Investments, Retirement Planning, Financial Advisory
Education
University of Florida 2004 — 2008
Finance
University of Florida - Warrington College Of Business 2004 — 2008
Finance
Transamerica Financial Advisors, Inc. May 2011 - August 2014
Transamerica Financial Advisors August 2008 - May 2011
Franklin Templeton Investments May 2007 - August 2007
Skills
Life Insurance, Fixed Annuities, Strategic Financial..., Investments, Retirement Planning, Financial Advisory
Education
University of Florida 2004 — 2008
Finance
University of Florida - Warrington College Of Business 2004 — 2008
Finance
Nou Singharaj's Franklin Templeton Investments Experience April 2013 - Present
Job Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2013 - Present
Seminole Hard Rock Hotel & Casino May 2011 - March 2013
MGM Grand at Foxwoods April 2008 - October 2010
Skills
Microsoft Office, Customer Service, Customer Retention, Hospitality, Social Media, Marketing, Leadership, Event Planning, Administrative..., Data Analysis, Comparative Analysis, Competitive Analysis, Verification, Compliance, Accurate Data Entry, Accounting, Investments, Finance
Education
University of Connecticut 2002 — 2007
BA, Political Science & History
Franklin Templeton Investments April 2013 - Present
Seminole Hard Rock Hotel & Casino May 2011 - March 2013
MGM Grand at Foxwoods April 2008 - October 2010
Skills
Microsoft Office, Customer Service, Customer Retention, Hospitality, Social Media, Marketing, Leadership, Event Planning, Administrative..., Data Analysis, Comparative Analysis, Competitive Analysis, Verification, Compliance, Accurate Data Entry, Accounting, Investments, Finance
Education
University of Connecticut 2002 — 2007
BA, Political Science & History
Alexander Rolfe's Franklin Templeton Investments Experience 1999 - 2000
Job CoOrganizer, Tampa Bay VR/AR Group and FDIC Senior Resolution Planning Specialist
Industry Banking
Experience
Tampa Bay Virtual Reality Group October 2014 - Present
FDIC January 2012 - Present
FDIC 2010 - 2012
FDIC 2003 - 2009
FDIC - Capital Markets 2007 - 2007
Franklin Templeton Investments 1999 - 2000
Skills
FinTech, Augmented Reality, Future Trends, Start-up Ventures, Banking, Risk Management, Financial Analysis, Entrepreneurship, Credit Analysis, Financial Regulation, Virtual Reality, Project Management
Education
University of Florida
Bachelor of Science (B.S.), Finance, Cum Laude
University of Florida
Tampa Bay Virtual Reality Group October 2014 - Present
FDIC January 2012 - Present
FDIC 2010 - 2012
FDIC 2003 - 2009
FDIC - Capital Markets 2007 - 2007
Franklin Templeton Investments 1999 - 2000
Skills
FinTech, Augmented Reality, Future Trends, Start-up Ventures, Banking, Risk Management, Financial Analysis, Entrepreneurship, Credit Analysis, Financial Regulation, Virtual Reality, Project Management
Education
University of Florida
Bachelor of Science (B.S.), Finance, Cum Laude
University of Florida
Joshua Monroe, CFA's Franklin Templeton Investments Experience May 2013 - Present
Job Product Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments May 2013 - Present
Franklin Templeton Investments April 2011 - April 2013
Franklin Templeton Investments July 2010 - March 2011
Education
University of Florida 2006 — 2010
Bachelor of Science (B.S.), Finance
Franklin Templeton Investments May 2013 - Present
Franklin Templeton Investments April 2011 - April 2013
Franklin Templeton Investments July 2010 - March 2011
Education
University of Florida 2006 — 2010
Bachelor of Science (B.S.), Finance
Brian Rood's Franklin Templeton Investments Experience July 2006 - Present
Job Trader at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 2006 - Present
Skills
Equities, Investments, Financial Modeling, Financial Analysis, Bloomberg, Fixed Income, Series 7
Education
University of Florida 2002 — 2006
Bachelor of Science (BS), Finance, General
Franklin Templeton Investments July 2006 - Present
Skills
Equities, Investments, Financial Modeling, Financial Analysis, Bloomberg, Fixed Income, Series 7
Education
University of Florida 2002 — 2006
Bachelor of Science (BS), Finance, General
Michelle Schmid's Franklin Templeton Investments Experience 2004 - 2006
Job Front Desk at ClarityMD
Industry Health, Wellness and Fitness
Experience
ClarityMD September 2011 - Present
Franklin Templeton Investments 2004 - 2006
Education
University of Florida 1985 — 1990
Bachelor's Degree, Finance, General
ClarityMD September 2011 - Present
Franklin Templeton Investments 2004 - 2006
Education
University of Florida 1985 — 1990
Bachelor's Degree, Finance, General
Daniel Diemont's Franklin Templeton Investments Experience June 2007 - August 2007
Job VP, Financial Planning & Analysis at Citi
Industry Financial Services
Vanguard
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments