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
Ritesh Agarwal Ritesh Agarwal's Franklin Templeton Investments Experience 2003 - 2004
Job Assistant Vice President, eCRM Platform
Industry Computer Software
Experience
U.S. Bank December 2010 - Present
Oracle December 2005 - December 2010
Wellsfargo June 2004 - 2005
Franklin Templeton Investments 2003 - 2004
Quantros 2002 - 2004
Zaplet 2001 - 2002
C.S.Software 1998 - 2001
Skills
Cross-functional Team..., Technical Leadership, Strategic Planning, Resource Management, Cloud Computing, Software Project..., Outsourcing Management, Information Architecture, Design Patterns, UML, OOAD, SOA, Salesforce.com, Enterprise Architecture, Problem Solving, Java Enterprise Edition, Web Services, Enterprise Software, Agile Methodologies, Oracle, Solution Architecture, Integration, Requirements Analysis, SDLC, SaaS
Education
University of Pune 1993 — 1998
B.E, Computer Science
vishwakarma institute of technology 1993 — 1998
Bachelor of Engineering, Computer Sciences
U.S. Bank December 2010 - Present
Oracle December 2005 - December 2010
Wellsfargo June 2004 - 2005
Franklin Templeton Investments 2003 - 2004
Quantros 2002 - 2004
Zaplet 2001 - 2002
C.S.Software 1998 - 2001
Skills
Cross-functional Team..., Technical Leadership, Strategic Planning, Resource Management, Cloud Computing, Software Project..., Outsourcing Management, Information Architecture, Design Patterns, UML, OOAD, SOA, Salesforce.com, Enterprise Architecture, Problem Solving, Java Enterprise Edition, Web Services, Enterprise Software, Agile Methodologies, Oracle, Solution Architecture, Integration, Requirements Analysis, SDLC, SaaS
Education
University of Pune 1993 — 1998
B.E, Computer Science
vishwakarma institute of technology 1993 — 1998
Bachelor of Engineering, Computer Sciences
Beassan Kaileh Beassan Kaileh's Franklin Templeton Investments Experience July 2015 - Present
Job Futures Associate at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments July 2015 - Present
Amazing Events and Rentals May 2008 - Present
Mercy High School May 2014 - June 2015
Lululemon Athletica February 2011 - May 2012
Skills
Teamwork, Social Networking, Critical Thinking, Time Management, Marketing Strategy, Networking, Leadership, Public Speaking, Leadership Development, PowerPoint, Business Strategy, Research, Organizational..., Training, Team Leadership, Social Media, Microsoft Office, Microsoft Excel
Education
University of San Diego 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Franklin Templeton Investments July 2015 - Present
Amazing Events and Rentals May 2008 - Present
Mercy High School May 2014 - June 2015
Lululemon Athletica February 2011 - May 2012
Skills
Teamwork, Social Networking, Critical Thinking, Time Management, Marketing Strategy, Networking, Leadership, Public Speaking, Leadership Development, PowerPoint, Business Strategy, Research, Organizational..., Training, Team Leadership, Social Media, Microsoft Office, Microsoft Excel
Education
University of San Diego 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Kristina Aubin Kristina Aubin's Franklin Templeton Investments Experience June 2015 - Present
Job Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments June 2015 - Present
Gurtin Fixed Income Management, LLC March 2013 - November 2014
Allianz Global Investors 2012 - 2013
Allianz Global Investors 2007 - 2012
Dolgen Ventures 2005 - 2007
GDC Communities 2000 - 2005
First Community Bank (now Pacific Western Bank) January 1990 - June 2000
Skills
Time Management, Investments, Analysis, Leadership, Expense Reporting..., Meeting/Event Planning, Management, Microsoft..., Compliance Monitoring..., Effective verbal and..., Travel Administration, Highly Efficient..., Meticulous Attention to..., Tact/Diplomacy/Respects..., Requires Minimal..., Interest in developing...
Education
University of Phoenix
Bachelor's Degree, Business Management
Franklin Templeton Investments June 2015 - Present
Gurtin Fixed Income Management, LLC March 2013 - November 2014
Allianz Global Investors 2012 - 2013
Allianz Global Investors 2007 - 2012
Dolgen Ventures 2005 - 2007
GDC Communities 2000 - 2005
First Community Bank (now Pacific Western Bank) January 1990 - June 2000
Skills
Time Management, Investments, Analysis, Leadership, Expense Reporting..., Meeting/Event Planning, Management, Microsoft..., Compliance Monitoring..., Effective verbal and..., Travel Administration, Highly Efficient..., Meticulous Attention to..., Tact/Diplomacy/Respects..., Requires Minimal..., Interest in developing...
Education
University of Phoenix
Bachelor's Degree, Business Management
Mark Zinder Mark Zinder's Franklin Templeton Investments Experience January 1993 - January 2005
Job President at Mark Zinder and Associates
Industry Financial Services
Experience
Mark Zinder and Associates March 2005 - Present
Franklin Templeton Investments January 1993 - January 2005
Dean Witter 1983 - 1992
Skills
Training, Public Speaking, Investments, Mutual Funds, Coaching, Insurance, Retirement, Equities, Finance, Financial Advisory
Education
University of South Alabama 1975 — 1979
Bachelor of Arts (B.A.), Communications
Mark Zinder and Associates March 2005 - Present
Franklin Templeton Investments January 1993 - January 2005
Dean Witter 1983 - 1992
Skills
Training, Public Speaking, Investments, Mutual Funds, Coaching, Insurance, Retirement, Equities, Finance, Financial Advisory
Education
University of South Alabama 1975 — 1979
Bachelor of Arts (B.A.), Communications
Jo Ann Maroney Jo Ann Maroney's Franklin Templeton Investments Experience November 1994 - February 2010
Job Owner, A Hired Hand InHome Care, LLC.
Industry Hospital & Health Care
Experience
A Hired Hand In-Home Care, LLC. April 2010 - Present
Franklin Templeton Investments November 1994 - February 2010
Skills
Financial Analysis, Entrepreneurship, Strategic Financial..., Strategy, Marketing Strategy
Education
University of Phoenix 2005 — 2007
BA, Business
A Hired Hand In-Home Care, LLC. April 2010 - Present
Franklin Templeton Investments November 1994 - February 2010
Skills
Financial Analysis, Entrepreneurship, Strategic Financial..., Strategy, Marketing Strategy
Education
University of Phoenix 2005 — 2007
BA, Business
Stephen Braden Stephen Braden's Franklin Templeton Investments Experience July 1993 - Present
Job TA Senior Associate at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 1993 - Present
Bank of America January 1990 - June 1993
Carl's Jr January 1986 - December 1989
Skills
Management, Visio, SDLC, Customer Service, •Strong analytical..., •Highly motivated,..., •Exceptional time..., •Effective..., •Ability to..., •Excellent..., •Excellent written and..., •DocuTools, •Typing: 65 wpm, •Data Entry/10-key, •Microsoft PowerPoint, •Microsoft Outlook, •Microsoft Access, •Windows 2000, •Excel, •Microsoft Word, Microsoft Project, Lotus Notes, Lync, SharePoint, Microsoft Office
Education
University of Phoenix 2005 — 2008
Associate’s Degree, Business Administration and Management, General
Valley High School 1985 — 1989
high school diploma, General Studies
Franklin Templeton Investments July 1993 - Present
Bank of America January 1990 - June 1993
Carl's Jr January 1986 - December 1989
Skills
Management, Visio, SDLC, Customer Service, •Strong analytical..., •Highly motivated,..., •Exceptional time..., •Effective..., •Ability to..., •Excellent..., •Excellent written and..., •DocuTools, •Typing: 65 wpm, •Data Entry/10-key, •Microsoft PowerPoint, •Microsoft Outlook, •Microsoft Access, •Windows 2000, •Excel, •Microsoft Word, Microsoft Project, Lotus Notes, Lync, SharePoint, Microsoft Office
Education
University of Phoenix 2005 — 2008
Associate’s Degree, Business Administration and Management, General
Valley High School 1985 — 1989
high school diploma, General Studies
Gregory Cardone's Franklin Templeton Investments Experience May 2005 - January 2006
Job Senior Manager | Global Ad Operations at Mountain News Corporation
Industry Marketing and Advertising
Experience
Mountain News Corporation May 2015 - Present
Epsilon October 2014 - May 2015
Datalogix January 2013 - October 2014
Datalogix, Inc. May 2011 - October 2014
Triad Retail Media January 2009 - May 2011
SendTec April 2006 - December 2008
Franklin Templeton Investments May 2005 - January 2006
Skills
Digital Marketing, Omniture, Web Analytics, Advertising, Mobile Marketing, Online Advertising, Digital Media, Email Marketing, Digital Strategy, Analytics, Campaign Management, PPC, SEM, Media Buying, DoubleClick, Display Advertising, Marketing, Interactive Marketing, Demand Side Platform, DMP, Ad Serving, Ad Exchanges, Google Analytics, Brand Awareness
Education
University of South Florida - College of Business Administration 2002 — 2005
Bachelor of Science, Information Systems Management
Mountain News Corporation May 2015 - Present
Epsilon October 2014 - May 2015
Datalogix January 2013 - October 2014
Datalogix, Inc. May 2011 - October 2014
Triad Retail Media January 2009 - May 2011
SendTec April 2006 - December 2008
Franklin Templeton Investments May 2005 - January 2006
Skills
Digital Marketing, Omniture, Web Analytics, Advertising, Mobile Marketing, Online Advertising, Digital Media, Email Marketing, Digital Strategy, Analytics, Campaign Management, PPC, SEM, Media Buying, DoubleClick, Display Advertising, Marketing, Interactive Marketing, Demand Side Platform, DMP, Ad Serving, Ad Exchanges, Google Analytics, Brand Awareness
Education
University of South Florida - College of Business Administration 2002 — 2005
Bachelor of Science, Information Systems Management
Sayali Deshpande Sayali Deshpande's Franklin Templeton Investments Experience December 2009 - June 2010
Job Global Procurement at PepsiCo
Industry Retail
Experience
PepsiCo March 2015 - Present
Target Canada February 2012 - March 2015
Target August 2010 - February 2012
Franklin Templeton Investments December 2009 - June 2010
Zensar Technologies April 2009 - October 2009
ICICI Prudential March 2007 - February 2008
Skills
CRM, Financial Reporting, Merchandise Planning, Relationship Management, Finance, Business Analysis, Business Intelligence, Business Development, Process Improvement, Vendor Management, Project Management, Retail, Business Strategy, Marketing, Competitive Analysis, Market Research, Analytics, Banking, Pre-sales, Inventory Management, Forecasting, Business Process, Business Planning, Management
Education
EABS 2008 — 2009
PGDM, Finance, IT
University of Pune 2007 — 2009
Masters of Commerce, Business Administration
INDSEARCH, University of Pune 2005 — 2006
Post Graduate DImploma in Financial Services, Finance
University of Pune 2002 — 2005
Bachelors of Commerce, Commerce
PepsiCo March 2015 - Present
Target Canada February 2012 - March 2015
Target August 2010 - February 2012
Franklin Templeton Investments December 2009 - June 2010
Zensar Technologies April 2009 - October 2009
ICICI Prudential March 2007 - February 2008
Skills
CRM, Financial Reporting, Merchandise Planning, Relationship Management, Finance, Business Analysis, Business Intelligence, Business Development, Process Improvement, Vendor Management, Project Management, Retail, Business Strategy, Marketing, Competitive Analysis, Market Research, Analytics, Banking, Pre-sales, Inventory Management, Forecasting, Business Process, Business Planning, Management
Education
EABS 2008 — 2009
PGDM, Finance, IT
University of Pune 2007 — 2009
Masters of Commerce, Business Administration
INDSEARCH, University of Pune 2005 — 2006
Post Graduate DImploma in Financial Services, Finance
University of Pune 2002 — 2005
Bachelors of Commerce, Commerce
Angela Angelini Angela Angelini's Franklin Templeton Investments Experience April 1997 - June 2000
Job MSP Implementation Professional at TAPFIN Process Solutions
Industry Computer Software
Experience
TAPFIN-ManpowerGroup Solutions January 2010 - Present
TAPFIN Process Solutions March 2009 - Present
Comsys March 2007 - September 2009
Econometrix June 2000 - March 2007
Franklin Templeton Investments April 1997 - June 2000
Skills
Project Management, Program Implementation, Solutions Design, Program Management, Product Development, Vendor Management, Vendor Contracts, Standards Compliance, Operational Risk..., Brainshark, Internet Recruiting, Management, Training, Recruiting, Talent Acquisition, Staffing Services, Contract Recruitment, Applicant Tracking..., Temporary Placement, Human Resources, Process Improvement, Onboarding, Employee Relations, Account Management, Leadership, SDLC, Resource Management, Information Technology, Business Process, Cross-functional Team..., Enterprise Software, Outsourcing, College Recruiting, Benefits Negotiation, Sourcing, CRM, Integration, Technical Recruiting, Talent Management, Change Management, Professional Services, Temporary Staffing, Consulting, Executive Search, Performance Management, Workforce Planning, Interviews
Education
University of Phoenix
University of Phoenix-Southern California Campus
TAPFIN-ManpowerGroup Solutions January 2010 - Present
TAPFIN Process Solutions March 2009 - Present
Comsys March 2007 - September 2009
Econometrix June 2000 - March 2007
Franklin Templeton Investments April 1997 - June 2000
Skills
Project Management, Program Implementation, Solutions Design, Program Management, Product Development, Vendor Management, Vendor Contracts, Standards Compliance, Operational Risk..., Brainshark, Internet Recruiting, Management, Training, Recruiting, Talent Acquisition, Staffing Services, Contract Recruitment, Applicant Tracking..., Temporary Placement, Human Resources, Process Improvement, Onboarding, Employee Relations, Account Management, Leadership, SDLC, Resource Management, Information Technology, Business Process, Cross-functional Team..., Enterprise Software, Outsourcing, College Recruiting, Benefits Negotiation, Sourcing, CRM, Integration, Technical Recruiting, Talent Management, Change Management, Professional Services, Temporary Staffing, Consulting, Executive Search, Performance Management, Workforce Planning, Interviews
Education
University of Phoenix
University of Phoenix-Southern California Campus
Kel Wetherbee's Franklin Templeton Investments Experience June 2007 - July 2008
Job Training & Communications Leader | MBA Candidate
Industry Computer Software
Experience
Salesforce September 2014 - Present
City of Palo Alto September 2012 - August 2014
PwC February 2012 - September 2012
PwC July 2009 - February 2012
Iron Mountain July 2008 - May 2009
Franklin Templeton Investments June 2007 - July 2008
Franklin Templeton Investments May 2006 - May 2007
Franklin Templeton Investments March 2005 - May 2006
Skills
Change Management, Business Analysis, Project Management, Strategic Planning, Leadership, Vendor Management, Process Improvement, Requirements Gathering, Integration, CRM, Business Process..., IT Strategy, Business Strategy, Budgets, Team Leadership, Relationship Management, Public Speaking, Account Management, ERP, New Business Development, Business Intelligence, Data Management, Risk Management, Business Process, Cloud Computing, Consulting, Project Governance, Process Automation, Sales, Return on Investment..., Technical Advisory, Global Sourcing, Training, Forecasting, Enterprise Systems, Account Planning, Communication, Strategic Policy..., Process Redesign, SharePoint, KPI Dashboards, Open Data, Salesforce.com, Persuasive Presentations, Resource Allocation, Technical Documentation, Lean Startup, Preparation of Business..., PowerPoint development, WordPress
Education
University of San Francisco 2014 — 2016
Master of Business Administration (M.B.A.)
University of Phoenix 2005 — 2008
Bachelors, Business Management
Salesforce September 2014 - Present
City of Palo Alto September 2012 - August 2014
PwC February 2012 - September 2012
PwC July 2009 - February 2012
Iron Mountain July 2008 - May 2009
Franklin Templeton Investments June 2007 - July 2008
Franklin Templeton Investments May 2006 - May 2007
Franklin Templeton Investments March 2005 - May 2006
Skills
Change Management, Business Analysis, Project Management, Strategic Planning, Leadership, Vendor Management, Process Improvement, Requirements Gathering, Integration, CRM, Business Process..., IT Strategy, Business Strategy, Budgets, Team Leadership, Relationship Management, Public Speaking, Account Management, ERP, New Business Development, Business Intelligence, Data Management, Risk Management, Business Process, Cloud Computing, Consulting, Project Governance, Process Automation, Sales, Return on Investment..., Technical Advisory, Global Sourcing, Training, Forecasting, Enterprise Systems, Account Planning, Communication, Strategic Policy..., Process Redesign, SharePoint, KPI Dashboards, Open Data, Salesforce.com, Persuasive Presentations, Resource Allocation, Technical Documentation, Lean Startup, Preparation of Business..., PowerPoint development, WordPress
Education
University of San Francisco 2014 — 2016
Master of Business Administration (M.B.A.)
University of Phoenix 2005 — 2008
Bachelors, Business Management
Aileen Call Aileen Call's Franklin Templeton Investments Experience July 1994 - June 2000
Job Vice President/Fixed Income Trading at Fiduciary Trust International
Industry Investment Management
Experience
Fiduciary Trust Company September 2003 - Present
Osterweis Capital Management June 2000 - January 2003
Franklin Templeton Investments July 1994 - June 2000
Education
University of San Francisco
BS, Accounting
Fiduciary Trust Company September 2003 - Present
Osterweis Capital Management June 2000 - January 2003
Franklin Templeton Investments July 1994 - June 2000
Education
University of San Francisco
BS, Accounting
Ed Samonte Ed Samonte's Franklin Templeton Investments Experience May 2011 - September 2011
Job Consultant at Adventist Health
Industry Computer Hardware
Experience
Adventist Health July 2013 - Present
Blue Shield of California January 2013 - June 2013
Kaiser Permanente January 2010 - June 2012
Franklin Templeton Investments May 2011 - September 2011
Kaiser Permanente June 2008 - September 2008
City of Stockton October 2003 - May 2008
Deltagen, Inc. August 2000 - October 2003
Skills
Technical Support, Servers, Windows 7, Active Directory, Windows XP, Software Installation, Troubleshooting, Laptops, Citrix, Hardware, Computer Hardware, Printers, Networking, System Deployment, HP
Education
University of Phoenix 2013 — 2016
Bachelor of Science (BS), Information Technology
Adventist Health July 2013 - Present
Blue Shield of California January 2013 - June 2013
Kaiser Permanente January 2010 - June 2012
Franklin Templeton Investments May 2011 - September 2011
Kaiser Permanente June 2008 - September 2008
City of Stockton October 2003 - May 2008
Deltagen, Inc. August 2000 - October 2003
Skills
Technical Support, Servers, Windows 7, Active Directory, Windows XP, Software Installation, Troubleshooting, Laptops, Citrix, Hardware, Computer Hardware, Printers, Networking, System Deployment, HP
Education
University of Phoenix 2013 — 2016
Bachelor of Science (BS), Information Technology
Carla Poropat Carla Poropat's Franklin Templeton Investments Experience October 2005 - Present
Job Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2005 - Present
Franklin Templeton Investments December 2000 - September 2005
Skills
Six Sigma, Project Management, Change Management, Process Improvement, Business Analysis, Risk Management, PMO, Financial Services, Management, Customer Service, Customer Satisfaction, Customer Experience
Education
University of Phoenix
M.B.A, Business Administration – Global Management
Franklin Templeton Investments October 2005 - Present
Franklin Templeton Investments December 2000 - September 2005
Skills
Six Sigma, Project Management, Change Management, Process Improvement, Business Analysis, Risk Management, PMO, Financial Services, Management, Customer Service, Customer Satisfaction, Customer Experience
Education
University of Phoenix
M.B.A, Business Administration – Global Management
Rukshana Aleem Rukshana Aleem's Franklin Templeton Investments Experience September 2009 - Present
Job Advisor Consultant (Internal Wholesalers) Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 2009 - Present
Skills
Investments, Separately Managed..., 401k, Alternative Investments, Securities, Investment Advisory, Retirement, Asset Management, Series 7, Mutual Funds, Series 63, Retirement Planning, Insurance, Sales, Investment Strategies, Finance, Financial Services
Education
University of Phoenix
Franklin Templeton Investments September 2009 - Present
Skills
Investments, Separately Managed..., 401k, Alternative Investments, Securities, Investment Advisory, Retirement, Asset Management, Series 7, Mutual Funds, Series 63, Retirement Planning, Insurance, Sales, Investment Strategies, Finance, Financial Services
Education
University of Phoenix
Anthony Agliardi Anthony Agliardi's Franklin Templeton Investments Experience 2005 - 2006
Job Senior Financial Analyst at Cott Beverages
Industry Education Management
Experience
Cott Beverages March 2015 - Present
Ultimate Medical Academy March 2013 - March 2015
Ultimate Medical Academy April 2012 - March 2013
Inventory Management Solutions, Inc. July 2008 - March 2012
NCI/Central IQ 2006 - 2007
Franklin Templeton Investments 2005 - 2006
Skills
Inventory Management, Fixed Assets, Proposal Writing, Customer Relations, Microsoft Office, Excel, Process Improvement, Process Engineering, Strategic Planning, PowerPoint, Customer Service, Word, Outlook, Asset
Education
University of South Florida 2001 — 2005
Bachelor, Finance, Management
Tarpon Springs High School 1997 — 2001
Cott Beverages March 2015 - Present
Ultimate Medical Academy March 2013 - March 2015
Ultimate Medical Academy April 2012 - March 2013
Inventory Management Solutions, Inc. July 2008 - March 2012
NCI/Central IQ 2006 - 2007
Franklin Templeton Investments 2005 - 2006
Skills
Inventory Management, Fixed Assets, Proposal Writing, Customer Relations, Microsoft Office, Excel, Process Improvement, Process Engineering, Strategic Planning, PowerPoint, Customer Service, Word, Outlook, Asset
Education
University of South Florida 2001 — 2005
Bachelor, Finance, Management
Tarpon Springs High School 1997 — 2001
Keith Johnson, CPA Keith Johnson, CPA's Franklin Templeton Investments Experience March 1995 - April 1999
Job Controller, USA Properties Fund, Inc.
Industry Real Estate
Experience
USA Properties Fund, Inc. May 2005 - Present
Panattoni Development Company April 1999 - May 2005
Franklin Templeton Investments March 1995 - April 1999
Skills
Real Estate, Financial Analysis, Budgets, Real Estate Transactions, Real Estate Development, Financial Reporting, Finance, Microsoft Excel, Accounting, Buyer Representation, Contract Negotiation, Investment Properties, Negotiation, Real Estate Economics, Investments
Education
University of San Francisco 1988 — 1990
BA, Accounting
USA Properties Fund, Inc. May 2005 - Present
Panattoni Development Company April 1999 - May 2005
Franklin Templeton Investments March 1995 - April 1999
Skills
Real Estate, Financial Analysis, Budgets, Real Estate Transactions, Real Estate Development, Financial Reporting, Finance, Microsoft Excel, Accounting, Buyer Representation, Contract Negotiation, Investment Properties, Negotiation, Real Estate Economics, Investments
Education
University of San Francisco 1988 — 1990
BA, Accounting
Sun-Hwan Chu II Sun-Hwan Chu II's Franklin Templeton Investments Experience October 2013 - Present
Job IT Manager | Global Network Engineering | Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2013 - Present
Morgan Stanley September 2006 - May 2009
TD Ameritrade August 2005 - August 2006
E*Trade 2002 - 2005
Global Crossing 2000 - 2002
Optimark Technologies 1998 - 2000
Nortel Networks 1995 - 1998
Market Vision Corporation 1988 - 1995
Skills
Telecommunications, Network Architecture, Network Engineering, IP, Data Center, MPLS, Disaster Recovery, WAN, Virtualization, Integration, Vendor Management, Security, Networking, VoIP
Education
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor of Science, Economics
Franklin Templeton Investments October 2013 - Present
Morgan Stanley September 2006 - May 2009
TD Ameritrade August 2005 - August 2006
E*Trade 2002 - 2005
Global Crossing 2000 - 2002
Optimark Technologies 1998 - 2000
Nortel Networks 1995 - 1998
Market Vision Corporation 1988 - 1995
Skills
Telecommunications, Network Architecture, Network Engineering, IP, Data Center, MPLS, Disaster Recovery, WAN, Virtualization, Integration, Vendor Management, Security, Networking, VoIP
Education
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor of Science, Economics
Chris Alioto Chris Alioto's Franklin Templeton Investments Experience May 1996 - June 1997
Job Alioto's Garage TESLA and Porsche Certified
Industry Automotive
Experience
Alioto's Garage III June 2013 - Present
Alioto's Garage II, Van Ness January 2011 - Present
Alioto's Garage, Inc May 1997 - Present
Franklin Templeton Investments May 1996 - June 1997
AARLA 1994 - 1996
Skills
Customer Service, Negotiation, Team Building, New Business Development, Strategic Planning, Sales Management, Automotive, Retail, Operations Management, Sales, Vehicles, Customer Satisfaction, Automobile, Management, B2B, Purchasing, Sales Process, Profit, Customer Retention, Business Planning, Sales Operations, Automotive Aftermarket, Automotive Repair, Selling, Pricing, Coaching, Parts, Account Management, Inventory Management
Education
University of San Diego 1992 — 1996
BA, Real Estate Finance
Bellarmine College Prep
Alioto's Garage III June 2013 - Present
Alioto's Garage II, Van Ness January 2011 - Present
Alioto's Garage, Inc May 1997 - Present
Franklin Templeton Investments May 1996 - June 1997
AARLA 1994 - 1996
Skills
Customer Service, Negotiation, Team Building, New Business Development, Strategic Planning, Sales Management, Automotive, Retail, Operations Management, Sales, Vehicles, Customer Satisfaction, Automobile, Management, B2B, Purchasing, Sales Process, Profit, Customer Retention, Business Planning, Sales Operations, Automotive Aftermarket, Automotive Repair, Selling, Pricing, Coaching, Parts, Account Management, Inventory Management
Education
University of San Diego 1992 — 1996
BA, Real Estate Finance
Bellarmine College Prep
Leah Davenport Leah Davenport's Franklin Templeton Investments Experience April 2010 - Present
Job Executive Assistant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2010 - Present
Skills
Calendaring, Administrative..., Spreadsheets
Education
University of Portland 2002 — 2006
BA, Spanish
Franklin Templeton Investments April 2010 - Present
Skills
Calendaring, Administrative..., Spreadsheets
Education
University of Portland 2002 — 2006
BA, Spanish
Binu Philip Binu Philip's Franklin Templeton Investments Experience June 2013 - Present
Job Software Engineer at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2013 - Present
Skills
SQL, Requirements Analysis, Oracle, Unix, XML, PL/SQL, Web Services, WebSphere MQ, Solaris 8/9/10, Weblogic, Unix Shell Scripting, C++, Project Management, Apache, SWIFT messaging, SWIFTNet, SWIFT payments, Data Analysis, Team Leadership, Process Improvement
Education
University of Phoenix
Bachelor's degree, Computer Science
Franklin Templeton Investments June 2013 - Present
Skills
SQL, Requirements Analysis, Oracle, Unix, XML, PL/SQL, Web Services, WebSphere MQ, Solaris 8/9/10, Weblogic, Unix Shell Scripting, C++, Project Management, Apache, SWIFT messaging, SWIFTNet, SWIFT payments, Data Analysis, Team Leadership, Process Improvement
Education
University of Phoenix
Bachelor's degree, Computer Science
Darline McCoy Darline McCoy's Franklin Templeton Investments Experience October 1994 - Present
Job Choreographer at For God's Glory Community Dance Ministry Inc.
Industry Performing Arts
Experience
For God's Glory Community Dance Ministry Inc. March 2009 - Present
Glorious Praise Pantomime April 1999 - Present
Franklin Templeton Investments October 1994 - Present
Skills
Dance, Choreography, Music Directing, Christian-Gospel..., Voice Training/Technique, Creative Keyboardist, Inspiring Songwriter, Poetry & Short Stories
Education
University of Phoenix 2003 — 2006
BS, Business Management
Gibbs Senior High School 1986 — 1989
For God's Glory Community Dance Ministry Inc. March 2009 - Present
Glorious Praise Pantomime April 1999 - Present
Franklin Templeton Investments October 1994 - Present
Skills
Dance, Choreography, Music Directing, Christian-Gospel..., Voice Training/Technique, Creative Keyboardist, Inspiring Songwriter, Poetry & Short Stories
Education
University of Phoenix 2003 — 2006
BS, Business Management
Gibbs Senior High School 1986 — 1989
Mike Calder Mike Calder's Franklin Templeton Investments Experience 2013 - 2014
Job Regional Vice President at Allianz Life
Industry Financial Services
Experience
Allianz Life 2015 - Present
Van Eck Global 2014 - 2015
Franklin Templeton Investments 2013 - 2014
Jackson 2010 - 2013
State Farm Insurance 2000 - 2010
Skills
Variable Annuities, Fixed Annuities, Fixed Index Annuities, Index Variable Annuities, Life Insurance, Mutual Funds, ETFs, Separately Managed..., Unified Managed Accounts, Wrap Accounts, Alternative Investments, Sales, Wholesale, Securities, Asset Allocation, Investments, Asset Management, Wealth Management, Financial Advisory, Financial Services, Relationship Management, Capital Markets, Investment Management, Risk Management, Retirement Planning, Marketing, Public Speaking, Consulting, Territory Management, Territory..., Business Development, FINRA, Series 7, Series 63, Series 6
Education
University of South Florida - College of Business Administration
Bachelor of Science (BS), Business Administration and Economics
Allianz Life 2015 - Present
Van Eck Global 2014 - 2015
Franklin Templeton Investments 2013 - 2014
Jackson 2010 - 2013
State Farm Insurance 2000 - 2010
Skills
Variable Annuities, Fixed Annuities, Fixed Index Annuities, Index Variable Annuities, Life Insurance, Mutual Funds, ETFs, Separately Managed..., Unified Managed Accounts, Wrap Accounts, Alternative Investments, Sales, Wholesale, Securities, Asset Allocation, Investments, Asset Management, Wealth Management, Financial Advisory, Financial Services, Relationship Management, Capital Markets, Investment Management, Risk Management, Retirement Planning, Marketing, Public Speaking, Consulting, Territory Management, Territory..., Business Development, FINRA, Series 7, Series 63, Series 6
Education
University of South Florida - College of Business Administration
Bachelor of Science (BS), Business Administration and Economics
Piero Russo, CFA Piero Russo, CFA's Franklin Templeton Investments Experience June 2009 - July 2009
Job Associate, Highbridge Principal Strategies, LLC, Energy & Power
Industry Financial Services
Experience
Highbridge Capital Management August 2015 - Present
Goldman Sachs August 2013 - August 2015
Goldman Sachs July 2011 - July 2013
Goldman Sachs June 2010 - August 2010
Franklin Templeton Investments June 2009 - July 2009
BPG Properties June 2008 - August 2008
O'Neill Properties June 2007 - August 2007
Skills
Structured Finance, Investment Banking, Securities, Financial Modeling, Capital Markets, Bloomberg, Structured Products, Fixed Income, Due Diligence, Series 63, Bloomberg Terminal, Capital IQ, LBO, Corporate Finance, Bonds, Financial Markets, Securitization, Valuation, Credit Analysis
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bsc, Finance and Real Estate
Highbridge Capital Management August 2015 - Present
Goldman Sachs August 2013 - August 2015
Goldman Sachs July 2011 - July 2013
Goldman Sachs June 2010 - August 2010
Franklin Templeton Investments June 2009 - July 2009
BPG Properties June 2008 - August 2008
O'Neill Properties June 2007 - August 2007
Skills
Structured Finance, Investment Banking, Securities, Financial Modeling, Capital Markets, Bloomberg, Structured Products, Fixed Income, Due Diligence, Series 63, Bloomberg Terminal, Capital IQ, LBO, Corporate Finance, Bonds, Financial Markets, Securitization, Valuation, Credit Analysis
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bsc, Finance and Real Estate
Lori Cooper's Franklin Templeton Investments Experience May 2008 - Present
Job HR Business Partner at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments May 2008 - Present
Franklin Templeton Investments July 2000 - May 2008
Franklin Templeton Investments October 1999 - July 2000
University Community Hospital September 1996 - October 1999
Citibank/Citicorp December 1986 - March 1996
Skills
Compensation Design, HR Business Partnering, Strategic Planning, HR Consulting, HR Strategy, Sales Compensation, Change Leadership, Change Management, Change Communication, Organizational..., Organizational..., performance consulting, Talent Management, Workforce Planning, Employee Engagement, Succession Planning, Leadership Development, Performance Management, Employee Relations
Education
University of South Florida
Franklin Templeton Investments May 2008 - Present
Franklin Templeton Investments July 2000 - May 2008
Franklin Templeton Investments October 1999 - July 2000
University Community Hospital September 1996 - October 1999
Citibank/Citicorp December 1986 - March 1996
Skills
Compensation Design, HR Business Partnering, Strategic Planning, HR Consulting, HR Strategy, Sales Compensation, Change Leadership, Change Management, Change Communication, Organizational..., Organizational..., performance consulting, Talent Management, Workforce Planning, Employee Engagement, Succession Planning, Leadership Development, Performance Management, Employee Relations
Education
University of South Florida
Anuj Chaudhary's Franklin Templeton Investments Experience June 2012 - August 2012
Job Business Supplies and Equipment Professional
Industry Business Supplies and Equipment
Experience
Office Depot 2012 - Present
Franklin Templeton Investments June 2012 - August 2012
Skills
Business Process..., Music Production, Marketing Strategy, Technical Support, Music Performance, Film Production, Computer Repair, Research, Customer Retention, Customer Satisfaction, Customer Service, Customer Support, Selling
Education
University of San Francisco
in progress, Business Administration and Management, General
Office Depot 2012 - Present
Franklin Templeton Investments June 2012 - August 2012
Skills
Business Process..., Music Production, Marketing Strategy, Technical Support, Music Performance, Film Production, Computer Repair, Research, Customer Retention, Customer Satisfaction, Customer Service, Customer Support, Selling
Education
University of San Francisco
in progress, Business Administration and Management, General
Adam Hymowitz Adam Hymowitz's Franklin Templeton Investments Experience October 2011 - September 2014
Job Licensed Auto Claims Adjuster Insurance
Industry Insurance
Experience
USAA December 2014 - Present
Franklin Templeton Investments October 2011 - September 2014
Lowe's Home Improvement May 2007 - October 2011
Acosta Sales & Marketing May 2008 - August 2009
Pizza Hut July 2004 - May 2007
Skills
Mutual Funds, Asset Allocation, Economics, Finance, Strategic Financial..., Asset Management, Equities, Financial Markets, Fixed Income, Bonds, Investments, Bloomberg, Financial Modeling, Banking, Microsoft Excel, Stocks, Stock Market, Municipal Bonds, Customer Service, Financial Transactions, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Time Management, Social Networking, Research, Training, Strategic Planning, Team Building, Sales
Education
University of South Florida 2006 — 2011
Bachelor of Arts (B.A.), Economics
Freedom High School 2002 — 2006
High School
USAA December 2014 - Present
Franklin Templeton Investments October 2011 - September 2014
Lowe's Home Improvement May 2007 - October 2011
Acosta Sales & Marketing May 2008 - August 2009
Pizza Hut July 2004 - May 2007
Skills
Mutual Funds, Asset Allocation, Economics, Finance, Strategic Financial..., Asset Management, Equities, Financial Markets, Fixed Income, Bonds, Investments, Bloomberg, Financial Modeling, Banking, Microsoft Excel, Stocks, Stock Market, Municipal Bonds, Customer Service, Financial Transactions, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Time Management, Social Networking, Research, Training, Strategic Planning, Team Building, Sales
Education
University of South Florida 2006 — 2011
Bachelor of Arts (B.A.), Economics
Freedom High School 2002 — 2006
High School
James Yang, CFA, MBA James Yang, CFA, MBA's Franklin Templeton Investments Experience 2009 - August 2012
Job Investment Product Manager at Empire Life Investments
Industry Financial Services
Experience
Empire Life Investments August 2012 - Present
Franklin Templeton Investments 2009 - August 2012
Franklin Templeton Investments 2008 - 2009
Franklin Templeton Investments 2007 - 2008
Education
University of Ottawa / Université d'Ottawa
MBA
Empire Life Investments August 2012 - Present
Franklin Templeton Investments 2009 - August 2012
Franklin Templeton Investments 2008 - 2009
Franklin Templeton Investments 2007 - 2008
Education
University of Ottawa / Université d'Ottawa
MBA
Tina Rivera, M.A.O.M, PMP Tina Rivera, M.A.O.M, PMP's Franklin Templeton Investments Experience August 2011 - Present
Job
Industry Financial Services
Experience
Franklin Templeton Investments August 2011 - Present
Skills
Customer Service, PMI, Project Management, PMO, Training, Leadership, Change Management, Business Analysis
Education
University of Phoenix 2002 — 2004
M.A.O.M.
University of South Florida 1995 — 2000
BS
Franklin Templeton Investments August 2011 - Present
Skills
Customer Service, PMI, Project Management, PMO, Training, Leadership, Change Management, Business Analysis
Education
University of Phoenix 2002 — 2004
M.A.O.M.
University of South Florida 1995 — 2000
BS
Diana La Point's Franklin Templeton Investments Experience July 2002 - July 2004
Job Senior Level B2B Marketer I VP, Marketing at American River Bank
Industry Banking
Experience
Wellspring Women's Center August 2014 - Present
American River Bank December 2004 - Present
American Marketing Association Sacramento Valley (AMASV) July 2011 - July 2012
American Marketing Association Sacramento Valley (AMASV) May 2008 - July 2012
Franklin Templeton Investments July 2002 - July 2004
Franklin Templeton Investments July 2001 - June 2002
Skills
Strategic Thinking, Marketing Communications, Marketing, Media Relations, Corporate Communications, Public Relations, Strategic Communications, Market Research, Press Releases, Direct Marketing, Leadership, Marketing Strategy, Digital Marketing, Integrated Marketing, Strategic Planning, Internal Communications, Crisis Communications, Copywriting, Event Planning, Community Outreach, Management, Team Leadership, Online Marketing, B2B, Banking, Social Media Marketing, Online Advertising, Brand Development, CRM, Email Marketing, Lead Generation, Newsletters, Strategy, Blogging, Product Marketing, Social Media, Facebook
Education
University of San Diego 1997 — 2001
BA, International Relations, French, Business Administration
Institute for American Universities (Aix-en-Provence, France) 2000 — 2000
International Business, Economics, French
Wellspring Women's Center August 2014 - Present
American River Bank December 2004 - Present
American Marketing Association Sacramento Valley (AMASV) July 2011 - July 2012
American Marketing Association Sacramento Valley (AMASV) May 2008 - July 2012
Franklin Templeton Investments July 2002 - July 2004
Franklin Templeton Investments July 2001 - June 2002
Skills
Strategic Thinking, Marketing Communications, Marketing, Media Relations, Corporate Communications, Public Relations, Strategic Communications, Market Research, Press Releases, Direct Marketing, Leadership, Marketing Strategy, Digital Marketing, Integrated Marketing, Strategic Planning, Internal Communications, Crisis Communications, Copywriting, Event Planning, Community Outreach, Management, Team Leadership, Online Marketing, B2B, Banking, Social Media Marketing, Online Advertising, Brand Development, CRM, Email Marketing, Lead Generation, Newsletters, Strategy, Blogging, Product Marketing, Social Media, Facebook
Education
University of San Diego 1997 — 2001
BA, International Relations, French, Business Administration
Institute for American Universities (Aix-en-Provence, France) 2000 — 2000
International Business, Economics, French
Sheetal Kelkar Sheetal Kelkar's Franklin Templeton Investments Experience 1999 - 2002
Job Senior Relationship Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments 2010 - January 2012
Fidelity Investments March 2008 - 2010
University of Michigan Business School October 2006 - January 2008
CUNA Mutual Group February 2004 - June 2006
Directions in Research August 2003 - January 2004
Franklin Templeton Investments 1999 - 2002
Franklin Templeton Investments 1999 - 2002
Education
FINRA 2008 — 2011
Series 7, Series 63 & Series 65 licenses, General Securities Registered Representative
Symbiosis Institute of Business Management 1998 — 1999
PGD in Financial Management, Corporate Finance, Security Analysis and Portfolio Mgmt, Taxation, Retail Banking & Wealth Mgmt
University of Pune 1995 — 1998
B. Com, Cost Accounting, Marketing, Salesmanship & Publicity
Vikaasa Higher Secondary school - Madurai 1992 — 1995
Banking & Finance, Commerce, Economics, Financial Accounting
St. Joseph's High School, Bangalore
Fidelity Investments January 2012 - Present
Fidelity Investments 2010 - January 2012
Fidelity Investments March 2008 - 2010
University of Michigan Business School October 2006 - January 2008
CUNA Mutual Group February 2004 - June 2006
Directions in Research August 2003 - January 2004
Franklin Templeton Investments 1999 - 2002
Franklin Templeton Investments 1999 - 2002
Education
FINRA 2008 — 2011
Series 7, Series 63 & Series 65 licenses, General Securities Registered Representative
Symbiosis Institute of Business Management 1998 — 1999
PGD in Financial Management, Corporate Finance, Security Analysis and Portfolio Mgmt, Taxation, Retail Banking & Wealth Mgmt
University of Pune 1995 — 1998
B. Com, Cost Accounting, Marketing, Salesmanship & Publicity
Vikaasa Higher Secondary school - Madurai 1992 — 1995
Banking & Finance, Commerce, Economics, Financial Accounting
St. Joseph's High School, Bangalore
Amy Kelso Amy Kelso's Franklin Templeton Investments Experience February 2000 - Present
Job Senior Systems Analyst at Franklin Templeton Investments
Industry Information Technology and Services
Experience
Franklin Templeton Investments February 2000 - Present
First Union Bank 1987 - 2000
Pan American Bank and Sun Bank 1982 - 1987
Skills
Disaster Recovery, SDLC, SQL, Requirements Gathering, Vendor Management, SharePoint, Visio, Requirements Analysis, Business Analysis, Windows, Data Warehousing, Software Documentation
Education
University of South Florida - College of Business Administration 1978 — 1981
Bachelor of Science (B.S.), Finance
Franklin Templeton Investments February 2000 - Present
First Union Bank 1987 - 2000
Pan American Bank and Sun Bank 1982 - 1987
Skills
Disaster Recovery, SDLC, SQL, Requirements Gathering, Vendor Management, SharePoint, Visio, Requirements Analysis, Business Analysis, Windows, Data Warehousing, Software Documentation
Education
University of South Florida - College of Business Administration 1978 — 1981
Bachelor of Science (B.S.), Finance
Ashley Vice, CFA, CFP® Ashley Vice, CFA, CFP®'s Franklin Templeton Investments Experience December 2007 - August 2013
Job
Industry Investment Management
Experience
GFS Private Wealth, LLC August 2013 - Present
Franklin Templeton Investments December 2007 - August 2013
Merrill Lynch August 2005 - December 2007
Skills
Mutual Funds, Series 7, Investments, Portfolio Management, Separately Managed..., Asset Allocation, Marketing Strategy, Uniform Combined State..., ETFs
Education
University of South Florida 2009 — 2011
MBA, Finance - Management
Southeastern University 2001 — 2005
B.S., Finance
GFS Private Wealth, LLC August 2013 - Present
Franklin Templeton Investments December 2007 - August 2013
Merrill Lynch August 2005 - December 2007
Skills
Mutual Funds, Series 7, Investments, Portfolio Management, Separately Managed..., Asset Allocation, Marketing Strategy, Uniform Combined State..., ETFs
Education
University of South Florida 2009 — 2011
MBA, Finance - Management
Southeastern University 2001 — 2005
B.S., Finance
Sharon Maloney's Franklin Templeton Investments Experience 1988 - 1992
Job Branch Manager / Senior Escrow Officer at North American Title
Industry Real Estate
Experience
North American Title February 2012 - Present
Financial Title 2006 - 2008
Fidelity National Title 2001 - 2006
Fidleity National Title 1992 - 2001
Franklin Templeton 1988 - 1992
Franklin Templeton Investments 1988 - 1992
Skills
Real Estate, Short Sales, Investment Properties, Sellers, Real Estate Transactions, Title Insurance, First Time Home Buyers, Relocation, Residential Homes, FHA, Condos, Refinance, Single Family Homes, Closings, Property Management, Escrow
Education
University of San Diego 1984 — 1988
Bachelor of Science (BS), Accounting
North American Title February 2012 - Present
Financial Title 2006 - 2008
Fidelity National Title 2001 - 2006
Fidleity National Title 1992 - 2001
Franklin Templeton 1988 - 1992
Franklin Templeton Investments 1988 - 1992
Skills
Real Estate, Short Sales, Investment Properties, Sellers, Real Estate Transactions, Title Insurance, First Time Home Buyers, Relocation, Residential Homes, FHA, Condos, Refinance, Single Family Homes, Closings, Property Management, Escrow
Education
University of San Diego 1984 — 1988
Bachelor of Science (BS), Accounting
Fanon Hutchins Fanon Hutchins's Franklin Templeton Investments Experience April 1995 - July 2005
Job Professional Realtor at Andronico and Associates
Industry Real Estate
Experience
Andronico and Associates July 2015 - Present
Keller Williams April 2015 - July 2015
Andronico & Associates July 2012 - April 2015
eHealth Inc September 2014 - March 2015
Verizon Wireless November 2005 - August 2013
EM REALTY GROUP July 2011 - July 2012
All Professional Realty Inc. April 2009 - July 2011
Franklin Templeton Investments April 1995 - July 2005
Franklin Templeton Investments April 1995 - July 2005
Skills
Real Estate, First Time Home Buyers, Realty, Selling, Buying, Real Property, Investments, Short Sales, Relocation, Referrals, Sales, Customer Service, Analysis, Foreclosures, Investment Properties, REO, Residential Homes, Real Estate Transactions, Sellers
Education
University of Phoenix
Business Management
Consumes River College
Administration, Justice, Business Law
Andronico and Associates July 2015 - Present
Keller Williams April 2015 - July 2015
Andronico & Associates July 2012 - April 2015
eHealth Inc September 2014 - March 2015
Verizon Wireless November 2005 - August 2013
EM REALTY GROUP July 2011 - July 2012
All Professional Realty Inc. April 2009 - July 2011
Franklin Templeton Investments April 1995 - July 2005
Franklin Templeton Investments April 1995 - July 2005
Skills
Real Estate, First Time Home Buyers, Realty, Selling, Buying, Real Property, Investments, Short Sales, Relocation, Referrals, Sales, Customer Service, Analysis, Foreclosures, Investment Properties, REO, Residential Homes, Real Estate Transactions, Sellers
Education
University of Phoenix
Business Management
Consumes River College
Administration, Justice, Business Law
Daggs, Ash's Franklin Templeton Investments Experience January 1997 - March 2000
Job Wells Fargo Private Bank, Wealth Advisor
Industry Financial Services
Experience
Wells Fargo Private Bank November 2007 - Present
League to Save Lake Tahoe August 2011 - Present
Thomas Weisel Partners LLC March 2000 - October 2007
Franklin Templeton Investments January 1997 - March 2000
Education
University of San Diego 1990 — 1994
B.A., Sociology
Wells Fargo Private Bank November 2007 - Present
League to Save Lake Tahoe August 2011 - Present
Thomas Weisel Partners LLC March 2000 - October 2007
Franklin Templeton Investments January 1997 - March 2000
Education
University of San Diego 1990 — 1994
B.A., Sociology
Frank Sylvia's Franklin Templeton Investments Experience April 1998 - April 1999
Job Senior Technical Applications Specialist at Transamerica
Industry Financial Services
Experience
Transamerica January 2015 - Present
Transamerica August 2010 - Present
Transamerica February 2007 - August 2010
Transamerica February 2001 - February 2007
Transamerica April 1999 - February 2001
Franklin Templeton Investments April 1998 - April 1999
Skills
Business Continuity, Disaster Recovery, Mutual Funds, Systems Management, Relational Databases, Business Systems, Vendor Management, Access, Requirements Gathering, Financial Services, Information Technology, VBA, Microsoft Office, Access Control, SharePoint, TA2000, System Administration, SDLC, Call Centers, Business Analysis, Transfer Agency, Change Management, LDRPS, DST, AWD, Scenario Analysis, Incident Management, Requirements Analysis, SOC 1, Mainframe, Life Insurance, DB2, Financial Risk, Business Continuity..., Risk Management, Information Security..., JCL, Series 7, Business Relationship..., Relationship Management, Asset Management, Insurance, TSO, Investment Management, Telecom BSS, AML, Series 63, Pandemic Planning
Education
University of Phoenix
MS, Computer and Information Systems
University of South Florida
BA, Religion/Religious Studies
Transamerica January 2015 - Present
Transamerica August 2010 - Present
Transamerica February 2007 - August 2010
Transamerica February 2001 - February 2007
Transamerica April 1999 - February 2001
Franklin Templeton Investments April 1998 - April 1999
Skills
Business Continuity, Disaster Recovery, Mutual Funds, Systems Management, Relational Databases, Business Systems, Vendor Management, Access, Requirements Gathering, Financial Services, Information Technology, VBA, Microsoft Office, Access Control, SharePoint, TA2000, System Administration, SDLC, Call Centers, Business Analysis, Transfer Agency, Change Management, LDRPS, DST, AWD, Scenario Analysis, Incident Management, Requirements Analysis, SOC 1, Mainframe, Life Insurance, DB2, Financial Risk, Business Continuity..., Risk Management, Information Security..., JCL, Series 7, Business Relationship..., Relationship Management, Asset Management, Insurance, TSO, Investment Management, Telecom BSS, AML, Series 63, Pandemic Planning
Education
University of Phoenix
MS, Computer and Information Systems
University of South Florida
BA, Religion/Religious Studies
D.J. Lynch, CFA D.J. Lynch, CFA's Franklin Templeton Investments Experience April 2015 - Present
Job Equity Research Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2015 - Present
Franklin Templeton Investments January 2013 - March 2015
Franklin Templeton Investments March 2011 - December 2012
Skills
Equity Research
Education
University of Pennsylvania 2006 — 2010
BA
The Athenian School 2003 — 2006
Franklin Templeton Investments April 2015 - Present
Franklin Templeton Investments January 2013 - March 2015
Franklin Templeton Investments March 2011 - December 2012
Skills
Equity Research
Education
University of Pennsylvania 2006 — 2010
BA
The Athenian School 2003 — 2006
Lyn Hennion's Franklin Templeton Investments Experience June 1984 - September 1994
Job Private Wealth Advisor, Senior Vice PresidentInvestments and Certified Financial Planner at Umpqua Investments
Industry Financial Services
Experience
Umpqua Investments, Inc. September 1994 - Present
Southern Oregon University September 2014 - Present
The Oregon Community Foundation May 2002 - Present
Pacific Retirement Services, Inc. October 2006 - Present
Applegate Valley Rural Fire Protection District July 2004 - Present
Children's Institute March 2014 - Present
SMART (Start Making A Reader Today) December 2013 - Present
Oregon 529 College Savings Network January 2005 - December 2013
Oregon Cultural Trust 2008 - 2012
Franklin Templeton Investments June 1984 - September 1994
Skills
Series 7, Investment Advisory, Retirement Planning, Wealth Management, Investments, Financial Analysis, Financial Planners, Investment Strategies, Alternative Investments, Equities, Fixed Income, Asset Allocation, Private Equity, Series 63, Mergers & Acquisitions, Life Insurance, High Net Worth..., Asset Managment, Risk Management, Strategic Planning, Wealth, Investor Relations, Mutual Funds, Financial Services, 401k Rollovers, 401k, Insurance, Fixed Annuities, Finance, Portfolio Management, Estate Planning, Retirement, Endowments, FINRA, Financial Advisory, Series 65, Financial Modeling, Wealth Management..., Long-term Care, ETFs, Hedge Funds, Private Banking, Investment Management, IRAs, Securities, Strategic Financial..., Uniform Combined State..., Series 24, Equity Research, Long Term Care Insurance
Education
Stanford University 1961 — 1965
BA, Communications
Wharton School, University of Pennsylvania 1989 — 1991
Securities Industry Institute
Umpqua Investments, Inc. September 1994 - Present
Southern Oregon University September 2014 - Present
The Oregon Community Foundation May 2002 - Present
Pacific Retirement Services, Inc. October 2006 - Present
Applegate Valley Rural Fire Protection District July 2004 - Present
Children's Institute March 2014 - Present
SMART (Start Making A Reader Today) December 2013 - Present
Oregon 529 College Savings Network January 2005 - December 2013
Oregon Cultural Trust 2008 - 2012
Franklin Templeton Investments June 1984 - September 1994
Skills
Series 7, Investment Advisory, Retirement Planning, Wealth Management, Investments, Financial Analysis, Financial Planners, Investment Strategies, Alternative Investments, Equities, Fixed Income, Asset Allocation, Private Equity, Series 63, Mergers & Acquisitions, Life Insurance, High Net Worth..., Asset Managment, Risk Management, Strategic Planning, Wealth, Investor Relations, Mutual Funds, Financial Services, 401k Rollovers, 401k, Insurance, Fixed Annuities, Finance, Portfolio Management, Estate Planning, Retirement, Endowments, FINRA, Financial Advisory, Series 65, Financial Modeling, Wealth Management..., Long-term Care, ETFs, Hedge Funds, Private Banking, Investment Management, IRAs, Securities, Strategic Financial..., Uniform Combined State..., Series 24, Equity Research, Long Term Care Insurance
Education
Stanford University 1961 — 1965
BA, Communications
Wharton School, University of Pennsylvania 1989 — 1991
Securities Industry Institute
Irene A. Ubaldo's Franklin Templeton Investments Experience September 1989 - March 1992
Job Accounting Manager at Santen Inc.
Industry Pharmaceuticals
Experience
Santen Inc. August 2005 - Present
LandAmerica Financial Group September 2002 - August 2005
NextCard July 2000 - April 2001
QuadraMed December 1999 - June 2000
AT&T April 1998 - December 1999
Wells Fargo Bank March 1992 - April 1998
Franklin Templeton Investments September 1989 - March 1992
Peter Virdone & Co., CPA's April 1988 - August 1989
Skills
Pharmaceutical Industry, Biotechnology, Accounting, Corporate Finance, Auditing, Financial Reporting, Forecasting, Process Improvement, Sarbanes-Oxley Act, Start-ups, Strategic Planning, Clinical Trials, Financial Analysis, Team Leadership, Team Building
Education
University of Santo Tomas
Bachelor of Science, Accounting
Santen Inc. August 2005 - Present
LandAmerica Financial Group September 2002 - August 2005
NextCard July 2000 - April 2001
QuadraMed December 1999 - June 2000
AT&T April 1998 - December 1999
Wells Fargo Bank March 1992 - April 1998
Franklin Templeton Investments September 1989 - March 1992
Peter Virdone & Co., CPA's April 1988 - August 1989
Skills
Pharmaceutical Industry, Biotechnology, Accounting, Corporate Finance, Auditing, Financial Reporting, Forecasting, Process Improvement, Sarbanes-Oxley Act, Start-ups, Strategic Planning, Clinical Trials, Financial Analysis, Team Leadership, Team Building
Education
University of Santo Tomas
Bachelor of Science, Accounting
Tony Valle Tony Valle's Franklin Templeton Investments Experience January 2008 - March 2012
Job Senior Solution Analyst at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price August 2013 - Present
WellCare August 2012 - August 2013
HealthPlan Services March 2012 - August 2012
Intellect Technical Solutions March 2012 - July 2012
Franklin Templeton Investments January 2008 - March 2012
Franklin Templeton Investments January 2004 - January 2008
Franklin Templeton Investments August 2002 - January 2004
Skills
Business Analysis, SDLC, Financial Services, Requirements Analysis, Project Management, Requirements Gathering, Business Requirements, Visio, SharePoint, SQL, MS Project, Agile Methodologies, User Acceptance Testing, Business Intelligence, Business Process, Leadership, PMO
Education
University of South Florida 2008 — 2011
MS
University of South Florida 1997 — 2002
BS
T. Rowe Price August 2013 - Present
WellCare August 2012 - August 2013
HealthPlan Services March 2012 - August 2012
Intellect Technical Solutions March 2012 - July 2012
Franklin Templeton Investments January 2008 - March 2012
Franklin Templeton Investments January 2004 - January 2008
Franklin Templeton Investments August 2002 - January 2004
Skills
Business Analysis, SDLC, Financial Services, Requirements Analysis, Project Management, Requirements Gathering, Business Requirements, Visio, SharePoint, SQL, MS Project, Agile Methodologies, User Acceptance Testing, Business Intelligence, Business Process, Leadership, PMO
Education
University of South Florida 2008 — 2011
MS
University of South Florida 1997 — 2002
BS
M.J. Nodilo M.J. Nodilo's Franklin Templeton Investments Experience July 1998 - August 1999
Job President & Portfolio Manager at Pathlight Investors
Industry Investment Management
Experience
Pathlight Investors, LLC November 2009 - Present
UBS September 2001 - November 2009
Smith Barney July 1999 - September 2001
Franklin Templeton Investments July 1998 - August 1999
Skills
Investments, Portfolio Management, Investment Advisory, Asset Management, Alternative Investments, Wealth Management, Asset Allocation, Equities, Hedge Funds, Investment Management
Education
University of San Francisco 1993 — 1998
Bachelor of Science, Business Administration
Pathlight Investors, LLC November 2009 - Present
UBS September 2001 - November 2009
Smith Barney July 1999 - September 2001
Franklin Templeton Investments July 1998 - August 1999
Skills
Investments, Portfolio Management, Investment Advisory, Asset Management, Alternative Investments, Wealth Management, Asset Allocation, Equities, Hedge Funds, Investment Management
Education
University of San Francisco 1993 — 1998
Bachelor of Science, Business Administration
Janette San Luis Janette San Luis's Franklin Templeton Investments Experience November 2013 - February 2014
Job Operations specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2014 - Present
Franklin Templeton Investments November 2013 - February 2014
Bank of America Merrill Lynch September 2012 - August 2013
Experience Unlimited 2011 - September 2012
Savitr Capital July 2011 - September 2011
State Street October 2006 - December 2008
Great Florida Bank 2006 - 2006
Bridgebay Financial November 2003 - February 2005
Sun Microsystems June 2000 - October 2003
Contra Costa County June 1992 - June 2000
Skills
Finance, Risk Management, Equities, Cash Management, Fixed Income, Investments, Mutual Funds, Asset Allocation, Treasury Management, Forecasting, Accounting, Management
Education
University of San Francisco 1996 — 1998
Bachelor of Science, Public Administration
Wells Fargo Advisors, LLC October 2014 - Present
Franklin Templeton Investments November 2013 - February 2014
Bank of America Merrill Lynch September 2012 - August 2013
Experience Unlimited 2011 - September 2012
Savitr Capital July 2011 - September 2011
State Street October 2006 - December 2008
Great Florida Bank 2006 - 2006
Bridgebay Financial November 2003 - February 2005
Sun Microsystems June 2000 - October 2003
Contra Costa County June 1992 - June 2000
Skills
Finance, Risk Management, Equities, Cash Management, Fixed Income, Investments, Mutual Funds, Asset Allocation, Treasury Management, Forecasting, Accounting, Management
Education
University of San Francisco 1996 — 1998
Bachelor of Science, Public Administration
Josh Merritt Josh Merritt's Franklin Templeton Investments Experience June 2015 - Present
Job Senior Online Marketing Analyst at Franklin Templeton Investments
Industry Marketing and Advertising
Experience
Franklin Templeton Investments June 2015 - Present
Findly LLC (Formerly Bernard Hodes Group) 2010 - 2014
CSA Marketing 2008 - 2009
Hunt & Gather 2007 - 2008
Pewter Report 2006 - 2007
Skills
Software Implementation, Digital Marketing, Digital Strategy, CRM, Strategy, Marketing Strategy, Marketing, Social Media, Advertising, Digital Media, Email Marketing, Online Advertising, Interactive Marketing, Integrated Marketing, Online Marketing, SEO, Marketing Communications, Business Development, Project Management, Strategic Planning, Recruitment Advertising, Social Media Marketing, Mobile Marketing, SEM, Media Planning, Mobile Devices, Management, Team Building, Proposal Writing, Event Management, Event Planning, Brand Management, Strategic Communications, Cross Channel Marketing, Strategic Leadership, Visio, WordPress
Education
University of South Florida - College of Business Administration 2004 — 2006
Bachelors of Science, Marketing & Economics
Franklin Templeton Investments June 2015 - Present
Findly LLC (Formerly Bernard Hodes Group) 2010 - 2014
CSA Marketing 2008 - 2009
Hunt & Gather 2007 - 2008
Pewter Report 2006 - 2007
Skills
Software Implementation, Digital Marketing, Digital Strategy, CRM, Strategy, Marketing Strategy, Marketing, Social Media, Advertising, Digital Media, Email Marketing, Online Advertising, Interactive Marketing, Integrated Marketing, Online Marketing, SEO, Marketing Communications, Business Development, Project Management, Strategic Planning, Recruitment Advertising, Social Media Marketing, Mobile Marketing, SEM, Media Planning, Mobile Devices, Management, Team Building, Proposal Writing, Event Management, Event Planning, Brand Management, Strategic Communications, Cross Channel Marketing, Strategic Leadership, Visio, WordPress
Education
University of South Florida - College of Business Administration 2004 — 2006
Bachelors of Science, Marketing & Economics
Bobby Fu Bobby Fu's Franklin Templeton Investments Experience February 1988 - December 1992
Job Sr. Principal Engineer at Dealix Corporation
Industry Computer Software
Experience
AtHoc March 2012 - November 2013
Dealix Corporation February 2009 - August 2011
Mimosa Systems 2006 - 2008
MSFT September 1993 - April 2005
Microsoft 1993 - 2005
Mirosoft WebTV 1999 - 2001
Advent Software, Inc. 1993 - 1993
Franklin Templeton Investments February 1988 - December 1992
Skills
C#, Databases, Database Design, MVC, .NET, REST, Performance Tuning, Debugging, Android, Java
Education
University of San Francisco 1986 — 1988
master, Computer Science
AtHoc March 2012 - November 2013
Dealix Corporation February 2009 - August 2011
Mimosa Systems 2006 - 2008
MSFT September 1993 - April 2005
Microsoft 1993 - 2005
Mirosoft WebTV 1999 - 2001
Advent Software, Inc. 1993 - 1993
Franklin Templeton Investments February 1988 - December 1992
Skills
C#, Databases, Database Design, MVC, .NET, REST, Performance Tuning, Debugging, Android, Java
Education
University of San Francisco 1986 — 1988
master, Computer Science
Khristopher Williams, MBA Khristopher Williams, MBA's Franklin Templeton Investments Experience June 2011 - November 2012
Job Sr. Configuration Analyst at WellCare Health Plans
Industry Hospital & Health Care
Experience
WellCare Health Plans November 2014 - Present
WellCare June 2013 - November 2014
Citigroup-Sans Consulting January 2013 - June 2013
Citigroup Inc. (Adecco) November 2012 - January 2013
Franklin Templeton Investments June 2011 - November 2012
R'Club Child Care, Inc April 1997 - June 2011
Skills
Business Analysis, Sales, Teaching, Trainer, Lecturing, Microsoft Office, Team Leadership, Presentations, PMP, Series 6, Life & Health Insurance..., Annuity Sales, Customer Satisfaction, Public Speaking, Internet, Microsoft Excel, Microsoft Word, PowerPoint, Higher Education, Leadership, Management, Training, Project Management, SDLC, Banking, Business Strategy, Analysis, Six Sigma, SAS, SQL, Oracle SQL, Lotus Notes, Agile Methodologies, Scrum, SharePoint, Risk Management, Finance, Process Improvement, Business Requirements, Visio, Access, Data Analysis, Operations Management, Databases, Insurance, Policy, Vendor Management, Business Process, Testing, Change Management
Education
Boca Ciega High School
University of Phoenix 2011 — 2013
Masters of Business Administration, Business Administration and Management, General, 3.47
University of Phoenix 2009 — 2011
Bachelors of Science Business, Management, 3.53
St. Petersburg CollegeSt 1996 — 1999
Associate of Arts, Education, 3.0
WellCare Health Plans November 2014 - Present
WellCare June 2013 - November 2014
Citigroup-Sans Consulting January 2013 - June 2013
Citigroup Inc. (Adecco) November 2012 - January 2013
Franklin Templeton Investments June 2011 - November 2012
R'Club Child Care, Inc April 1997 - June 2011
Skills
Business Analysis, Sales, Teaching, Trainer, Lecturing, Microsoft Office, Team Leadership, Presentations, PMP, Series 6, Life & Health Insurance..., Annuity Sales, Customer Satisfaction, Public Speaking, Internet, Microsoft Excel, Microsoft Word, PowerPoint, Higher Education, Leadership, Management, Training, Project Management, SDLC, Banking, Business Strategy, Analysis, Six Sigma, SAS, SQL, Oracle SQL, Lotus Notes, Agile Methodologies, Scrum, SharePoint, Risk Management, Finance, Process Improvement, Business Requirements, Visio, Access, Data Analysis, Operations Management, Databases, Insurance, Policy, Vendor Management, Business Process, Testing, Change Management
Education
Boca Ciega High School
University of Phoenix 2011 — 2013
Masters of Business Administration, Business Administration and Management, General, 3.47
University of Phoenix 2009 — 2011
Bachelors of Science Business, Management, 3.53
St. Petersburg CollegeSt 1996 — 1999
Associate of Arts, Education, 3.0
Ryan Hart, CFA, CAIA Ryan Hart, CFA, CAIA's Franklin Templeton Investments Experience 2002 - 2006
Job Director of Research, CoPortfolio Manager at Coquest Advisors
Industry Investment Management
Experience
Coquest Advisors 2015 - Present
Altegris Advisors 2009 - 2014
Wells Fargo Advisors 2008 - 2009
Meritage Capital, L.P. 2007 - 2008
Franklin Templeton Investments 2002 - 2006
Skills
Alternative Investments, Portfolio Management, Investments, Hedge Funds, Asset Management, Asset Allocation, Due Diligence, Fund Of Funds, Investment Management, Investment Strategies, Mutual Funds, Wealth Management, Investment Research, Manager Selection, Risk Management, Portfolio Optimization, Tactical Asset..., Quantitative Analytics, Business Development, Leadership, Strategic Initiatives, Team Management, Product Development, Thought Leadership, Trading Strategies, Long/Short Equity, Event Driven, Global Macro, Managed Futures
Education
University of San Diego 1998 — 2002
BBA, Finance, Magna Cum Laude
Coquest Advisors 2015 - Present
Altegris Advisors 2009 - 2014
Wells Fargo Advisors 2008 - 2009
Meritage Capital, L.P. 2007 - 2008
Franklin Templeton Investments 2002 - 2006
Skills
Alternative Investments, Portfolio Management, Investments, Hedge Funds, Asset Management, Asset Allocation, Due Diligence, Fund Of Funds, Investment Management, Investment Strategies, Mutual Funds, Wealth Management, Investment Research, Manager Selection, Risk Management, Portfolio Optimization, Tactical Asset..., Quantitative Analytics, Business Development, Leadership, Strategic Initiatives, Team Management, Product Development, Thought Leadership, Trading Strategies, Long/Short Equity, Event Driven, Global Macro, Managed Futures
Education
University of San Diego 1998 — 2002
BBA, Finance, Magna Cum Laude
Magdy Anise Magdy Anise's Franklin Templeton Investments Experience August 2008 - Present
Job Senior Digital Internal Wholesaler at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2008 - Present
Franklin Templeton Investments November 2006 - August 2008
Franklin Templeton Investments April 2006 - November 2006
Skills
- Series 7 (Stockbroker..., Series 6, Series 63
Education
University of South Alabama 2000 — 2010
Bachelor of Science, Bio-Medical Science
Franklin Templeton Investments August 2008 - Present
Franklin Templeton Investments November 2006 - August 2008
Franklin Templeton Investments April 2006 - November 2006
Skills
- Series 7 (Stockbroker..., Series 6, Series 63
Education
University of South Alabama 2000 — 2010
Bachelor of Science, Bio-Medical Science
Ferrell (Bonnemort) Gordon Ferrell (Bonnemort) Gordon's Franklin Templeton Investments Experience December 1997 - September 2003
Job Consultant
Industry Marketing and Advertising
Experience
Ferrell Creative Group October 2010 - Present
CL Media A SouthComm Communications Company April 2012 - June 2014
AAF Tampa Bay July 2012 - July 2013
Cafe Dufrain January 2003 - November 2012
Franklin Templeton Investments December 1997 - September 2003
Skills
PROFICIENCIES Adobe..., Microsoft Office, Adobe Creative Suite, Social Media Marketing, Advertising, Social Media, Public Relations, Corporate Communications, Creative Direction, Marketing, Marketing Strategy, Event Planning, Sales, Strategic Planning, Project Planning, Marketing Communications, Customer Service, Graphic Design, Integrated Marketing, Copywriting, Brand Management, Management, Photoshop, Account Management, Social Networking, Strategy, Market Planning, Team Building, Brand Development, Logo Design, New Business Development, Online Advertising, Public Speaking, Online Marketing, Business Planning, Budgets, Press Releases, Event Management, B2B Marketing, Email Marketing, SEO, Direct Marketing, Digital Marketing, Fundraising, Media Planning, CRM, Market Research, Digital Media, Sales Management, Facebook
Education
University of South Florida 1995 — 1999
Business
Ferrell Creative Group October 2010 - Present
CL Media A SouthComm Communications Company April 2012 - June 2014
AAF Tampa Bay July 2012 - July 2013
Cafe Dufrain January 2003 - November 2012
Franklin Templeton Investments December 1997 - September 2003
Skills
PROFICIENCIES Adobe..., Microsoft Office, Adobe Creative Suite, Social Media Marketing, Advertising, Social Media, Public Relations, Corporate Communications, Creative Direction, Marketing, Marketing Strategy, Event Planning, Sales, Strategic Planning, Project Planning, Marketing Communications, Customer Service, Graphic Design, Integrated Marketing, Copywriting, Brand Management, Management, Photoshop, Account Management, Social Networking, Strategy, Market Planning, Team Building, Brand Development, Logo Design, New Business Development, Online Advertising, Public Speaking, Online Marketing, Business Planning, Budgets, Press Releases, Event Management, B2B Marketing, Email Marketing, SEO, Direct Marketing, Digital Marketing, Fundraising, Media Planning, CRM, Market Research, Digital Media, Sales Management, Facebook
Education
University of South Florida 1995 — 1999
Business
Allyson Schneider Whiteley, SPHR Allyson Schneider Whiteley, SPHR's Franklin Templeton Investments Experience April 2008 - Present
Job HR Business Partner at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2008 - Present
iPEC Coaching 2015 - 2015
iPEC Coaching 2015 - 2015
Franklin Templeton Investments June 2004 - April 2008
AT&T Wireless January 2001 - June 2004
Skills
Change Management, Strategic Planning, Talent Management, Workforce Planning, Organizational Design, Employee Engagement, Succession Planning, Leadership Development, Organizational..., Instructional Design, Organizational..., Team Building, Needs Analysis, Change Leadership, Performance Consulting, Deferred Compensation, HR Consulting, Strategy, Leadership, Human Resources, Training, Performance Management, Onboarding
Education
HR Learning Academy CLC 2013 — 2013
University of South Florida 1999 — 2002
MA, English: Communications
Franklin Templeton Investments April 2008 - Present
iPEC Coaching 2015 - 2015
iPEC Coaching 2015 - 2015
Franklin Templeton Investments June 2004 - April 2008
AT&T Wireless January 2001 - June 2004
Skills
Change Management, Strategic Planning, Talent Management, Workforce Planning, Organizational Design, Employee Engagement, Succession Planning, Leadership Development, Organizational..., Instructional Design, Organizational..., Team Building, Needs Analysis, Change Leadership, Performance Consulting, Deferred Compensation, HR Consulting, Strategy, Leadership, Human Resources, Training, Performance Management, Onboarding
Education
HR Learning Academy CLC 2013 — 2013
University of South Florida 1999 — 2002
MA, English: Communications
Richard Christman, MBA, CFP®, CLU®, APR, CLTC Richard Christman, MBA, CFP®, CLU®, APR, CLTC's Franklin Templeton Investments Experience 1992 - 2000
Job Regional Sales Director at Transamerica, MBA, CFP®, CLU®, APR, CLTC, LTCP
Industry Financial Services
Experience
Transamerica August 2010 - Present
ING Funds 2004 - 2007
Van Kampen Investments 2000 - 2003
Franklin Templeton Investments 1992 - 2000
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of San Francisco 1995 — 1997
MBA, Finance
Whittier College 1988 — 1992
Bachelor’s Degree, Business Administration
Transamerica August 2010 - Present
ING Funds 2004 - 2007
Van Kampen Investments 2000 - 2003
Franklin Templeton Investments 1992 - 2000
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of San Francisco 1995 — 1997
MBA, Finance
Whittier College 1988 — 1992
Bachelor’s Degree, Business Administration
Apollo Ruiz del Sol Apollo Ruiz del Sol's Franklin Templeton Investments Experience August 2010 - November 2013
Job Relationship Associate at Fiduciary Trust and Accounting Graduate Student at University of Tampa
Industry Financial Services
Experience
Fiduciary Trust Company International November 2013 - Present
Franklin Templeton Investments August 2010 - November 2013
The Walt Disney Company July 2008 - January 2009
Skills
Financial Modeling, Financial Analysis, Accounting, Finance, Outlook, Microsoft Excel, Access, PeopleSoft, Microsoft Office, Time Management, Customer Service, Variance Analysis, Financial Reporting
Education
University of Tampa - John H. Sykes College of Business 2015 — 2017
Master of Science in Accounting, Accounting
University of South Florida 2005 — 2009
Bachelor of Science in Finance, Accounting, Finance, Management
Fiduciary Trust Company International November 2013 - Present
Franklin Templeton Investments August 2010 - November 2013
The Walt Disney Company July 2008 - January 2009
Skills
Financial Modeling, Financial Analysis, Accounting, Finance, Outlook, Microsoft Excel, Access, PeopleSoft, Microsoft Office, Time Management, Customer Service, Variance Analysis, Financial Reporting
Education
University of Tampa - John H. Sykes College of Business 2015 — 2017
Master of Science in Accounting, Accounting
University of South Florida 2005 — 2009
Bachelor of Science in Finance, Accounting, Finance, Management
Jamie A. Fortier Jamie A. Fortier's Franklin Templeton Investments Experience 2000 - 2006
Job
Industry Computer Software
Experience
PrismHR (previously FW Davison & Company) January 2015 - Present
Avalara December 2013 - December 2014
McHenry Consulting, Inc 2011 - November 2013
PEO Exchange 2010 - 2012
Regional Staffing Company 2006 - 2010
Franklin Templeton Investments 2000 - 2006
Skills
Human Resources, Outsourcing, Payroll, Performance Management, HR Consulting, Strategic Planning, Strategy, Management Consulting, Leadership, Employee Benefits, Consulting, Workers Compensation, HRIS, Applicant Tracking..., Benefits Administration, Start-ups, Management, BPO, Strategic Consulting, Executive Management, Onboarding, Human Capital, CRM, Process Improvement, Mergers & Acquisitions, Job Descriptions, Client Relationship..., Human Capital Management, Outsourcing Advisory, Process Reviews, PEO, Hiring, Reviews, Personnel Management, Executive Search
Education
University of Pittsburgh 1994 — 1998
Bachelors, Economics
PrismHR (previously FW Davison & Company) January 2015 - Present
Avalara December 2013 - December 2014
McHenry Consulting, Inc 2011 - November 2013
PEO Exchange 2010 - 2012
Regional Staffing Company 2006 - 2010
Franklin Templeton Investments 2000 - 2006
Skills
Human Resources, Outsourcing, Payroll, Performance Management, HR Consulting, Strategic Planning, Strategy, Management Consulting, Leadership, Employee Benefits, Consulting, Workers Compensation, HRIS, Applicant Tracking..., Benefits Administration, Start-ups, Management, BPO, Strategic Consulting, Executive Management, Onboarding, Human Capital, CRM, Process Improvement, Mergers & Acquisitions, Job Descriptions, Client Relationship..., Human Capital Management, Outsourcing Advisory, Process Reviews, PEO, Hiring, Reviews, Personnel Management, Executive Search
Education
University of Pittsburgh 1994 — 1998
Bachelors, Economics
Jennifer Teie Jennifer Teie's Franklin Templeton Investments Experience 2003 - 2010
Job Realtor at Allison James Estates & Homes
Industry Real Estate
Experience
Allison James Estates & Homes August 2015 - Present
Fusion Real Estate Network 2013 - 2015
Franklin Templeton Investments 2003 - 2010
Skills
Real Estate, Sellers, First Time Home Buyers, Investment Properties, Short Sales, Single Family Homes, Relocation, Residential Homes, Buyer Representation, Foreclosures
Education
University of Phoenix 2000 — 2004
Business, Management, Marketing, and Related Support Services
Ponderosa High School
Allison James Estates & Homes August 2015 - Present
Fusion Real Estate Network 2013 - 2015
Franklin Templeton Investments 2003 - 2010
Skills
Real Estate, Sellers, First Time Home Buyers, Investment Properties, Short Sales, Single Family Homes, Relocation, Residential Homes, Buyer Representation, Foreclosures
Education
University of Phoenix 2000 — 2004
Business, Management, Marketing, and Related Support Services
Ponderosa High School
Cooper Schorr's Franklin Templeton Investments Experience May 2014 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Franklin Templeton Investments May 2014 - Present
Wall Street Prep October 2013 - October 2013
Novartis May 2013 - August 2013
Skills
Financial Modeling, Equity Research, Financial Analysis, Data Analysis, Bloomberg Terminal, Microsoft Excel, PowerPoint, Finance, Time Management, Public Speaking, Outstanding..., Corporate Finance, Microsoft Office, Strategic Planning, Research, Social Media, Futurism, Leadership
Education
University of South Carolina - Darla Moore School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, 3.8 Major GPA
Madison High School 2007 — 2011
Wells Fargo Securities June 2015 - Present
Franklin Templeton Investments May 2014 - Present
Wall Street Prep October 2013 - October 2013
Novartis May 2013 - August 2013
Skills
Financial Modeling, Equity Research, Financial Analysis, Data Analysis, Bloomberg Terminal, Microsoft Excel, PowerPoint, Finance, Time Management, Public Speaking, Outstanding..., Corporate Finance, Microsoft Office, Strategic Planning, Research, Social Media, Futurism, Leadership
Education
University of South Carolina - Darla Moore School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, 3.8 Major GPA
Madison High School 2007 — 2011
Newlin Rankin Newlin Rankin's Franklin Templeton Investments Experience August 2005 - March 2008
Job Senior Portfolio Manager, Senior Vice President
Industry Investment Management
Experience
US Trust December 2011 - Present
Thomson Reuters May 2010 - December 2011
City & County of San Francisco November 2007 - May 2010
Franklin Templeton Investments August 2005 - March 2008
Phoenix Investment Partners May 2002 - December 2004
American Century Investments January 2000 - May 2002
American Century Investments January 1994 - December 1999
Wells Fargo October 1991 - December 1993
Skills
Fixed Income, Portfolio Management, Investments, MBS, Swaps, Finance, Bloomberg, Asset Allocation, Institutional..., Trading, Investment Strategies, High Yield, Alternative Investments, Hedge Funds, Investment Management, Bonds, Wealth Management, ETFs, Asset Management, Capital Markets, Valuation, Economics, Securities, Mutual Funds, Investment Advisory, Derivatives, Structured Products, Financial Markets, Wealth Management..., Separately Managed..., Options
Education
University of San Francisco 1989 — 1990
MBA, Finance / International Finance
University of San Francisco 1987 — 1989
BS, Decision Science
US Trust December 2011 - Present
Thomson Reuters May 2010 - December 2011
City & County of San Francisco November 2007 - May 2010
Franklin Templeton Investments August 2005 - March 2008
Phoenix Investment Partners May 2002 - December 2004
American Century Investments January 2000 - May 2002
American Century Investments January 1994 - December 1999
Wells Fargo October 1991 - December 1993
Skills
Fixed Income, Portfolio Management, Investments, MBS, Swaps, Finance, Bloomberg, Asset Allocation, Institutional..., Trading, Investment Strategies, High Yield, Alternative Investments, Hedge Funds, Investment Management, Bonds, Wealth Management, ETFs, Asset Management, Capital Markets, Valuation, Economics, Securities, Mutual Funds, Investment Advisory, Derivatives, Structured Products, Financial Markets, Wealth Management..., Separately Managed..., Options
Education
University of San Francisco 1989 — 1990
MBA, Finance / International Finance
University of San Francisco 1987 — 1989
BS, Decision Science
Tim Taylor CIM Tim Taylor CIM's Franklin Templeton Investments Experience September 2000 - January 2009
Job Vice President at Mosaic Capital Corporation
Industry Financial Services
Experience
Mosaic Capital Corporation August 2011 - Present
First Asset February 2010 - August 2011
Franklin Templeton Investments September 2000 - January 2009
AIC Group of Funds 1999 - 2000
Skills
Alternative Investments, Financial Analysis, Investments, Asset Managment, Mutual Funds, Portfolio Management, Asset Management, Equities, Mergers & Acquisitions, Wealth Management, Estate Planning, Finance, Financial Services, Investment Strategies, Strategic Financial..., Retirement Planning, Private Equity, Investment Advisory, Securities, Financial Planning, Management
Education
University of Regina
Mosaic Capital Corporation August 2011 - Present
First Asset February 2010 - August 2011
Franklin Templeton Investments September 2000 - January 2009
AIC Group of Funds 1999 - 2000
Skills
Alternative Investments, Financial Analysis, Investments, Asset Managment, Mutual Funds, Portfolio Management, Asset Management, Equities, Mergers & Acquisitions, Wealth Management, Estate Planning, Finance, Financial Services, Investment Strategies, Strategic Financial..., Retirement Planning, Private Equity, Investment Advisory, Securities, Financial Planning, Management
Education
University of Regina
Chris Rivas Chris Rivas's Franklin Templeton Investments Experience 2000 - 2001
Job Reporting Accountant
Industry Insurance
Experience
MetLife June 2006 - Present
AEGON Americas 2001 - 2005
Franklin Templeton Investments 2000 - 2001
Skills
Financial Reporting, Accounting, Financial Analysis, Account Reconciliation, General Ledger, Insurance, Internal Controls, Financial Accounting, GAAP, Accounts Payable, Variance Analysis
Education
University of Phoenix
Bachelor's degree, Business Administration and Management, General
MetLife June 2006 - Present
AEGON Americas 2001 - 2005
Franklin Templeton Investments 2000 - 2001
Skills
Financial Reporting, Accounting, Financial Analysis, Account Reconciliation, General Ledger, Insurance, Internal Controls, Financial Accounting, GAAP, Accounts Payable, Variance Analysis
Education
University of Phoenix
Bachelor's degree, Business Administration and Management, General
Jen Brenner Jen Brenner's Franklin Templeton Investments Experience April 2005 - August 2007
Job Program Manager IMCE Business Excellence
Industry Hospital & Health Care
Experience
Blue Shield of California September 2015 - Present
Blue Shield of California June 2014 - Present
Blue Shield of California January 2014 - June 2014
Blue Shield of California February 2010 - December 2013
Blue Shield of California January 2008 - February 2010
Blue Shield of California August 2007 - December 2007
Franklin Templeton Investments April 2005 - August 2007
Franklin Templeton Investments May 2004 - April 2005
Franklin Templeton Investments September 2002 - May 2004
Franklin Templeton Investments June 2000 - September 2002
Skills
Project Management, Business Analysis, Leadership, Program Management, Process Improvement, Business Requirements..., Stakeholder Engagement..., Agile & Waterfall..., Web Page Administration, Business Process..., Cross-functional Team..., Strategic Planning, Training, Requirements Gathering, Team Building, Change Management, Requirements Analysis, Product Management
Education
Elk Grove High School
University of Phoenix
Bachelor of Business Administration (BBA)
Blue Shield of California September 2015 - Present
Blue Shield of California June 2014 - Present
Blue Shield of California January 2014 - June 2014
Blue Shield of California February 2010 - December 2013
Blue Shield of California January 2008 - February 2010
Blue Shield of California August 2007 - December 2007
Franklin Templeton Investments April 2005 - August 2007
Franklin Templeton Investments May 2004 - April 2005
Franklin Templeton Investments September 2002 - May 2004
Franklin Templeton Investments June 2000 - September 2002
Skills
Project Management, Business Analysis, Leadership, Program Management, Process Improvement, Business Requirements..., Stakeholder Engagement..., Agile & Waterfall..., Web Page Administration, Business Process..., Cross-functional Team..., Strategic Planning, Training, Requirements Gathering, Team Building, Change Management, Requirements Analysis, Product Management
Education
Elk Grove High School
University of Phoenix
Bachelor of Business Administration (BBA)
Trent Gain, AIF®, CRPC®, AAMS®'s Franklin Templeton Investments Experience October 1997 - May 2005
Job Independent Financial Partners
Industry Financial Services
Experience
USAA August 2010 - June 2013
Stratstone Securities October 2009 - February 2010
Mutual Service Corporation January 2009 - September 2009
Mutual Service Corporation August 2007 - January 2009
Mutual Service Corporation August 2005 - August 2007
Franklin Templeton Investments October 1997 - May 2005
Skills
Series 6, Investment Advisory, Training, Series 65, Investment Strategies, Retirement, Sales Management, Asset Allocation, Life Insurance, Team Leadership, Salesforce.com, Recruiting, Integrity, Presentation Coaching, Strategic Leadership, Retirement Planning, ACT CRM, Financial Advisory, Series 7, Philanthropy, Visual Arts, Financial Services, Series 63, Leadership, Wealth Management, Finance
Education
University of South Florida 1990 — 1995
B.A.
The College for Financial Planning 2010 — 2011
CRPC and AAMS Designations
USAA August 2010 - June 2013
Stratstone Securities October 2009 - February 2010
Mutual Service Corporation January 2009 - September 2009
Mutual Service Corporation August 2007 - January 2009
Mutual Service Corporation August 2005 - August 2007
Franklin Templeton Investments October 1997 - May 2005
Skills
Series 6, Investment Advisory, Training, Series 65, Investment Strategies, Retirement, Sales Management, Asset Allocation, Life Insurance, Team Leadership, Salesforce.com, Recruiting, Integrity, Presentation Coaching, Strategic Leadership, Retirement Planning, ACT CRM, Financial Advisory, Series 7, Philanthropy, Visual Arts, Financial Services, Series 63, Leadership, Wealth Management, Finance
Education
University of South Florida 1990 — 1995
B.A.
The College for Financial Planning 2010 — 2011
CRPC and AAMS Designations
Maximillian Diez's Franklin Templeton Investments Experience November 1997 - December 2000
Job VP, UpNest.com
Industry Real Estate
Experience
UpNest October 2012 - Present
Calpmg Corporation July 2009 - January 2013
Family Housing and Adult Resources, Inc August 2001 - February 2011
Arthur C. Zief, Jr. Foundation March 2000 - January 2011
ZipRealty / Realogy June 2008 - July 2009
Redfin.com August 2006 - June 2008
Century Homes & Investment Group May 2000 - July 2006
Franklin Templeton Investments November 1997 - December 2000
Education
University of San Francisco 2000 — 2003
Bachelors of Science
Junipero Serra High School 1991 — 1995
UpNest October 2012 - Present
Calpmg Corporation July 2009 - January 2013
Family Housing and Adult Resources, Inc August 2001 - February 2011
Arthur C. Zief, Jr. Foundation March 2000 - January 2011
ZipRealty / Realogy June 2008 - July 2009
Redfin.com August 2006 - June 2008
Century Homes & Investment Group May 2000 - July 2006
Franklin Templeton Investments November 1997 - December 2000
Education
University of San Francisco 2000 — 2003
Bachelors of Science
Junipero Serra High School 1991 — 1995
Cholie Enrico Cholie Enrico's Franklin Templeton Investments Experience December 2012 - Present
Job Manager Global Portfolio and Corporate Services at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2012 - Present
Education
University of Santo Tomas
Bachelor of Science in Business Administration
Franklin Templeton Investments December 2012 - Present
Education
University of Santo Tomas
Bachelor of Science in Business Administration
Laura Solis Laura Solis's Franklin Templeton Investments Experience September 2000 - November 2007
Job Division Analyst at Franklin Templeton Group
Industry Consumer Services
Experience
Franklin Templeton Group May 1990 - Present
Franklin Templeton Investments September 2000 - November 2007
Skills
Mutual Funds, Business Analysis, Process Improvement, Customer Service, Project Coordination, Team Leadership, Analysis, Vendor Management, Financial Analysis, Risk Management, Data Analysis, Management, Project Management, Program Management, SDLC, Access, Business Process
Education
University of San Francisco 2010 — 2012
BS, Organizational Behavior and Leadership
Franklin Templeton Group May 1990 - Present
Franklin Templeton Investments September 2000 - November 2007
Skills
Mutual Funds, Business Analysis, Process Improvement, Customer Service, Project Coordination, Team Leadership, Analysis, Vendor Management, Financial Analysis, Risk Management, Data Analysis, Management, Project Management, Program Management, SDLC, Access, Business Process
Education
University of San Francisco 2010 — 2012
BS, Organizational Behavior and Leadership
Dhara Patel, MBA Dhara Patel, MBA's Franklin Templeton Investments Experience September 2001 - February 2004
Job Cruise & Tourism Industry Professional
Industry Hospitality
Experience
Cruise Planners March 2014 - Present
Ponant Yachts & Expeditions April 2013 - March 2014
Ponant Yachts & Expeditions December 2009 - April 2013
Celebrity Cruises, Inc. July 2006 - December 2009
Celebrity Cruises, Inc. February 2004 - July 2006
Franklin Templeton Investments September 2001 - February 2004
Franklin Templeton Investments May 1999 - September 2001
Franklin Templeton Investments January 1997 - May 1999
Westin Hotels & Resorts October 1995 - January 1997
Skills
Social Media, Hotels, Marketing, Management, Recruiting, Advertising, Account Management, Customer Satisfaction, Time Management, Front Office, Email Marketing, Teamwork, Sales, Human Resources, Hospitality, Hospitality Management, Event Management, Meeting Planning, Tourism, Hospitality Industry
Education
University of Phoenix 1999 — 2001
MBA, General Business
Webber International University 1989 — 1993
BS, Concentration in Travel and Tourism
Cruise Planners March 2014 - Present
Ponant Yachts & Expeditions April 2013 - March 2014
Ponant Yachts & Expeditions December 2009 - April 2013
Celebrity Cruises, Inc. July 2006 - December 2009
Celebrity Cruises, Inc. February 2004 - July 2006
Franklin Templeton Investments September 2001 - February 2004
Franklin Templeton Investments May 1999 - September 2001
Franklin Templeton Investments January 1997 - May 1999
Westin Hotels & Resorts October 1995 - January 1997
Skills
Social Media, Hotels, Marketing, Management, Recruiting, Advertising, Account Management, Customer Satisfaction, Time Management, Front Office, Email Marketing, Teamwork, Sales, Human Resources, Hospitality, Hospitality Management, Event Management, Meeting Planning, Tourism, Hospitality Industry
Education
University of Phoenix 1999 — 2001
MBA, General Business
Webber International University 1989 — 1993
BS, Concentration in Travel and Tourism
Kevin McKnight Kevin McKnight's Franklin Templeton Investments Experience May 2014 - Present
Job Analyst Intern at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments May 2014 - Present
Morgan Stanley May 2013 - August 2013
Carlouel Yacht Club May 2012 - August 2012
Publix Super Markets April 2008 - June 2011
Skills
AED, Cpr Certified, Microsoft Office, Microsoft Office..., Customer Service, Organizational..., Project Planning, Project Management, Campaign Strategies, Marketing Strategy, Written & Oral...
Education
University of Richmond 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Management and Operations
Vrije Universiteit Brussel 2014 — 2014
Bachelor of Science (B.S.), International Business
Calvary Christian High School 2008 — 2012
High School, 4.0
Franklin Templeton Investments May 2014 - Present
Morgan Stanley May 2013 - August 2013
Carlouel Yacht Club May 2012 - August 2012
Publix Super Markets April 2008 - June 2011
Skills
AED, Cpr Certified, Microsoft Office, Microsoft Office..., Customer Service, Organizational..., Project Planning, Project Management, Campaign Strategies, Marketing Strategy, Written & Oral...
Education
University of Richmond 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Management and Operations
Vrije Universiteit Brussel 2014 — 2014
Bachelor of Science (B.S.), International Business
Calvary Christian High School 2008 — 2012
High School, 4.0
Craig Fisk Craig Fisk's Franklin Templeton Investments Experience May 2007 - February 2009
Job Vice President / RIA Sales ATEL Securities
Industry Financial Services
Experience
ATEL Securities May 2013 - Present
Forward February 2011 - May 2013
Natixis Global Associates International December 2010 - February 2011
Franklin Templeton Investments May 2007 - February 2009
Franklin Templeton Investments July 2002 - May 2007
Franklin Templeton Investments January 2000 - July 2002
Skills
Asset Allocation, Investments, Mutual Funds, Alternative Investments, Event Planning, Series 7, Separately Managed..., Series 63, Wealth Management, Asset Managment, Investment Advisory, Fixed Annuities, Retirement Planning, Asset Management, Retirement, Finance, Financial Planners, Securities, FINRA, ETFs
Education
University of South Carolina-Columbia 1978 — 1982
BS, Marketing
ATEL Securities May 2013 - Present
Forward February 2011 - May 2013
Natixis Global Associates International December 2010 - February 2011
Franklin Templeton Investments May 2007 - February 2009
Franklin Templeton Investments July 2002 - May 2007
Franklin Templeton Investments January 2000 - July 2002
Skills
Asset Allocation, Investments, Mutual Funds, Alternative Investments, Event Planning, Series 7, Separately Managed..., Series 63, Wealth Management, Asset Managment, Investment Advisory, Fixed Annuities, Retirement Planning, Asset Management, Retirement, Finance, Financial Planners, Securities, FINRA, ETFs
Education
University of South Carolina-Columbia 1978 — 1982
BS, Marketing
Rebecca Radosevich's Franklin Templeton Investments Experience October 2007 - Present
Job Corporate Communications Manager US
Industry Public Relations and Communications
Experience
Franklin Templeton Investments October 2007 - Present
PNC October 2004 - July 2006
Skills
Public Relations, Media Relations, Executive Media Training, Press Management, Media Coordination, Communications Writing, Media Pitching, Media Interviews, Key Message Development, Spokesperson Training, Executive Counsel, Global Communications, Crisis Communications, Corporate Communications, Press Releases, Strategic Communications, Communications Strategy, Communications Planning, Investor Relations, Management
Education
University of Pittsburgh 1999 — 2002
MBA
Boston College 1988 — 1992
BA
Franklin Templeton Investments October 2007 - Present
PNC October 2004 - July 2006
Skills
Public Relations, Media Relations, Executive Media Training, Press Management, Media Coordination, Communications Writing, Media Pitching, Media Interviews, Key Message Development, Spokesperson Training, Executive Counsel, Global Communications, Crisis Communications, Corporate Communications, Press Releases, Strategic Communications, Communications Strategy, Communications Planning, Investor Relations, Management
Education
University of Pittsburgh 1999 — 2002
MBA
Boston College 1988 — 1992
BA
Joe Valencia Joe Valencia's Franklin Templeton Investments Experience August 2005 - January 2014
Job Divisional Wholesaler at American Funds
Industry Financial Services
Experience
American Funds January 2014 - Present
Franklin Templeton Investments August 2005 - January 2014
JPMorgan Chase April 2004 - July 2005
Collegiate Funding Services October 2002 - June 2004
Education
University of South Florida 1998 — 2002
MIS, Information Systems and Finance
American Funds January 2014 - Present
Franklin Templeton Investments August 2005 - January 2014
JPMorgan Chase April 2004 - July 2005
Collegiate Funding Services October 2002 - June 2004
Education
University of South Florida 1998 — 2002
MIS, Information Systems and Finance
Scott Casper's Franklin Templeton Investments Experience August 2003 - October 2012
Job Associate
Industry Financial Services
Experience
JPMorgan Chase & Co. January 2015 - Present
United States Army Reserve April 2007 - Present
Chase Paymentech November 2012 - December 2014
Franklin Templeton Investments August 2003 - October 2012
Intel Corporation August 1998 - July 2003
American Express January 1998 - August 1998
ProModel Corporation June 1997 - December 1997
Merrill Lynch September 1995 - February 1997
United States Army Reserve September 1991 - August 1995
The Church of Jesus Christ of Latter-day Saints: Seminaries and Institutes of Religion June 1993 - July 1995
Skills
Military Experience, Process Improvement, Penetration Testing, Teaching, Security Clearance, Project Management, Goal-driven leader, Marksmanship, Engaging Public Speaker, Information Security..., Information Security..., Compliance PCI, Email Infrastructure, Email Systems, Information Security..., Combat Engineering, Psychological Operations, Psychological Assessment, Social Engineering, SDLC, Team Leadership, Exchange 2010/2007/2003, Mountaineering, Strategic Public..., Public Relations
Education
University of Phoenix 2007 — 2010
PSYCHOLOGY
Utah Valley Community College 1996 — 1998
JPMorgan Chase & Co. January 2015 - Present
United States Army Reserve April 2007 - Present
Chase Paymentech November 2012 - December 2014
Franklin Templeton Investments August 2003 - October 2012
Intel Corporation August 1998 - July 2003
American Express January 1998 - August 1998
ProModel Corporation June 1997 - December 1997
Merrill Lynch September 1995 - February 1997
United States Army Reserve September 1991 - August 1995
The Church of Jesus Christ of Latter-day Saints: Seminaries and Institutes of Religion June 1993 - July 1995
Skills
Military Experience, Process Improvement, Penetration Testing, Teaching, Security Clearance, Project Management, Goal-driven leader, Marksmanship, Engaging Public Speaker, Information Security..., Information Security..., Compliance PCI, Email Infrastructure, Email Systems, Information Security..., Combat Engineering, Psychological Operations, Psychological Assessment, Social Engineering, SDLC, Team Leadership, Exchange 2010/2007/2003, Mountaineering, Strategic Public..., Public Relations
Education
University of Phoenix 2007 — 2010
PSYCHOLOGY
Utah Valley Community College 1996 — 1998
Sasha Kantor Sasha Kantor's Franklin Templeton Investments Experience June 2008 - December 2011
Job Administrative Coordinator, IHD Marketing at Gilead Sciences
Industry Financial Services
Experience
Gilead Sciences May 2013 - Present
Miel Confections February 2011 - Present
Charles River Ventures August 2012 - January 2013
Franklin Templeton Investments June 2008 - December 2011
Gilead Sciences 2007 - 2008
Gap Inc. 2006 - 2007
Weinstein Commercial Investments 2002 - 2007
AT&T - Contract Project 2000 - 2002
Wind River Systems 1998 - 2000
3Com 1997 - 1998
Skills
Microsoft Excel, Marketing, Strategic Planning, Social Media, Event Planning, Project Management, Market Research, Microsoft Office, PowerPoint, Customer Service, Event Management, Marketing Strategy, Account Management, Sales, Budgets, Marketing Communications, Management, Team Building, Public Relations, Microsoft Word, Team Leadership, Negotiation, Outlook, Leadership, Retail, Recruiting, Coaching, Social Networking, Inventory Management, Business Development, Business Planning, Business Strategy, Social Media Marketing, Time Management, Start-ups, Training, Entrepreneurship, Forecasting, Salesforce.com, Human Resources, Sales Management, Purchasing, Analysis, Strategy, Product Marketing, Contract Negotiation, Cross-functional Team..., New Business Development, Competitive Analysis, CRM
Education
University of San Francisco
BS, Applied Economics
Gilead Sciences May 2013 - Present
Miel Confections February 2011 - Present
Charles River Ventures August 2012 - January 2013
Franklin Templeton Investments June 2008 - December 2011
Gilead Sciences 2007 - 2008
Gap Inc. 2006 - 2007
Weinstein Commercial Investments 2002 - 2007
AT&T - Contract Project 2000 - 2002
Wind River Systems 1998 - 2000
3Com 1997 - 1998
Skills
Microsoft Excel, Marketing, Strategic Planning, Social Media, Event Planning, Project Management, Market Research, Microsoft Office, PowerPoint, Customer Service, Event Management, Marketing Strategy, Account Management, Sales, Budgets, Marketing Communications, Management, Team Building, Public Relations, Microsoft Word, Team Leadership, Negotiation, Outlook, Leadership, Retail, Recruiting, Coaching, Social Networking, Inventory Management, Business Development, Business Planning, Business Strategy, Social Media Marketing, Time Management, Start-ups, Training, Entrepreneurship, Forecasting, Salesforce.com, Human Resources, Sales Management, Purchasing, Analysis, Strategy, Product Marketing, Contract Negotiation, Cross-functional Team..., New Business Development, Competitive Analysis, CRM
Education
University of San Francisco
BS, Applied Economics
Maggie Guzman's Franklin Templeton Investments Experience October 2013 - Present
Job Operations Supervisor at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2013 - Present
United States Navy Reserve April 1999 - Present
Franklin Templeton Investments October 2010 - September 2013
Franklin Templeton Investments July 2006 - October 2010
Franklin Templeton Investments March 2002 - July 2006
Skills
PeopleSoft, Process Improvement, Supervisory Skills, Budgets, Employee Relations, Asset Management, Navy, Team Building, Operational Planning, Business Analysis, Human Resources, Military, Asset Allocation, Leadership, Financial Analysis, Microsoft Excel, Risk Management, Security Clearance, Government, Program Management, Customer Service, Management, Six Sigma, Organizational..., Performance Management, Troubleshooting, Policy, Inventory Management, Mutual Funds, Emergency Management, Microsoft Office, Team Management, Banking, Series 7, Military Operations, Series 63, Equities, Microsoft Word, Strategic Planning, Logistics, Training, Change Management, Team Leadership, Supply Chain Management, Project Planning, Project Management, SharePoint, Analysis, Quality Assurance, DoD
Education
University of Phoenix 2009 — 2011
BSM, Business Management
Franklin Templeton Investments October 2013 - Present
United States Navy Reserve April 1999 - Present
Franklin Templeton Investments October 2010 - September 2013
Franklin Templeton Investments July 2006 - October 2010
Franklin Templeton Investments March 2002 - July 2006
Skills
PeopleSoft, Process Improvement, Supervisory Skills, Budgets, Employee Relations, Asset Management, Navy, Team Building, Operational Planning, Business Analysis, Human Resources, Military, Asset Allocation, Leadership, Financial Analysis, Microsoft Excel, Risk Management, Security Clearance, Government, Program Management, Customer Service, Management, Six Sigma, Organizational..., Performance Management, Troubleshooting, Policy, Inventory Management, Mutual Funds, Emergency Management, Microsoft Office, Team Management, Banking, Series 7, Military Operations, Series 63, Equities, Microsoft Word, Strategic Planning, Logistics, Training, Change Management, Team Leadership, Supply Chain Management, Project Planning, Project Management, SharePoint, Analysis, Quality Assurance, DoD
Education
University of Phoenix 2009 — 2011
BSM, Business Management
Jonathan Marville Jonathan Marville's Franklin Templeton Investments Experience March 2012 - Present
Job Advisor Consultant/Territory Specialist at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments March 2012 - Present
Franklin Templeton Investments October 2010 - March 2012
Franklin Templeton Investments June 2007 - October 2010
Franklin Templeton Investments May 2006 - June 2007
Ameriprise Financial March 2005 - August 2005
Skills
Series 7, Mutual Funds, Separately Managed..., Wealth Management, Retirement Planning, Retirement, Investments, Alternative Investments, Fixed Annuities, Asset Managment, Strategic Financial..., Asset Allocation, 401k, Series 66
Education
University of South Florida 2001 — 2005
BS, Finance
Ridgewood High School
Franklin Templeton Investments March 2012 - Present
Franklin Templeton Investments October 2010 - March 2012
Franklin Templeton Investments June 2007 - October 2010
Franklin Templeton Investments May 2006 - June 2007
Ameriprise Financial March 2005 - August 2005
Skills
Series 7, Mutual Funds, Separately Managed..., Wealth Management, Retirement Planning, Retirement, Investments, Alternative Investments, Fixed Annuities, Asset Managment, Strategic Financial..., Asset Allocation, 401k, Series 66
Education
University of South Florida 2001 — 2005
BS, Finance
Ridgewood High School
Erika Brown Erika Brown's Franklin Templeton Investments Experience August 2013 - Present
Job Senior Business Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2013 - Present
Franklin Templeton Investments July 2011 - July 2013
Frazier Capital Valuation May 2011 - July 2011
Einstein Noah Restaurant Group, Inc. March 2010 - June 2011
University of San Francisco August 2010 - May 2011
Jamba Juice October 2007 - October 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Outlook, Financial Analysis, Data Analysis, Leadership
Education
University of San Francisco 2009 — 2011
B.S., Finance
Franklin Templeton Investments August 2013 - Present
Franklin Templeton Investments July 2011 - July 2013
Frazier Capital Valuation May 2011 - July 2011
Einstein Noah Restaurant Group, Inc. March 2010 - June 2011
University of San Francisco August 2010 - May 2011
Jamba Juice October 2007 - October 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Outlook, Financial Analysis, Data Analysis, Leadership
Education
University of San Francisco 2009 — 2011
B.S., Finance
Hartmut Tony Liebel's Franklin Templeton Investments Experience December 2012 - February 2013
Job Analyst at Alvarez & Marsal
Industry Management Consulting
Experience
Alvarez & Marsal May 2015 - Present
Egon Zehnder June 2014 - September 2014
Axel Springer AG May 2013 - August 2013
Franklin Templeton Investments December 2012 - February 2013
Jabil May 2012 - August 2012
FKQ Advertising December 2011 - February 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Data Analysis, Event Planning, Facebook, Social Media Marketing, Online Marketing, Social Networking, Market Research, Leadership
Education
University of San Diego 2010 — 2014
Bachelor’s Degree, Business Economics and Business Administration
Alvarez & Marsal May 2015 - Present
Egon Zehnder June 2014 - September 2014
Axel Springer AG May 2013 - August 2013
Franklin Templeton Investments December 2012 - February 2013
Jabil May 2012 - August 2012
FKQ Advertising December 2011 - February 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Data Analysis, Event Planning, Facebook, Social Media Marketing, Online Marketing, Social Networking, Market Research, Leadership
Education
University of San Diego 2010 — 2014
Bachelor’s Degree, Business Economics and Business Administration
Laura Mendelson's Franklin Templeton Investments Experience February 2008 - April 2009
Job Certified Personal Trainer at JCC Palo Alto
Industry Health, Wellness and Fitness
Experience
Palo Alto JCC December 2009 - Present
ShoreTel October 2009 - Present
Decathlon Club (now Bay Club) September 2009 - December 2009
Franklin Templeton Investments February 2008 - April 2009
Franklin Templeton Investments July 2002 - 2008
Cisco Systems 2001 - 2002
Nortel Networks 1997 - 2001
Centura Software 1998 - 1999
Skills
Product Marketing, Management, Product Management, Leadership
Education
University of San Diego
BA, Organization Development
University of San Francisco
MA, Organization Development
Palo Alto JCC December 2009 - Present
ShoreTel October 2009 - Present
Decathlon Club (now Bay Club) September 2009 - December 2009
Franklin Templeton Investments February 2008 - April 2009
Franklin Templeton Investments July 2002 - 2008
Cisco Systems 2001 - 2002
Nortel Networks 1997 - 2001
Centura Software 1998 - 1999
Skills
Product Marketing, Management, Product Management, Leadership
Education
University of San Diego
BA, Organization Development
University of San Francisco
MA, Organization Development
Shankar Hangud's Franklin Templeton Investments Experience September 2013 - Present
Job Enterprise Data / Solution Architect
Industry Internet
Experience
Franklin Templeton Investments September 2013 - Present
Skills
SOA, Integration, Enterprise Architecture, Master Data Management, IT Strategy, Data Warehouse..., Metadata Management, Business Intelligence, Software Project..., Business Process..., Cross-functional Team..., Web Services, Application Development..., Performance Improvement, Hadoop, Hive, HBase
Education
University of Phoenix 2006 — 2008
MBA, Business Administration
Franklin Templeton Investments September 2013 - Present
Skills
SOA, Integration, Enterprise Architecture, Master Data Management, IT Strategy, Data Warehouse..., Metadata Management, Business Intelligence, Software Project..., Business Process..., Cross-functional Team..., Web Services, Application Development..., Performance Improvement, Hadoop, Hive, HBase
Education
University of Phoenix 2006 — 2008
MBA, Business Administration
Andrea Willett de Yaquian's Franklin Templeton Investments Experience May 2001 - February 2003
Job Vice President, Fixed Income Portfolio Compliance at BlackRock
Industry Investment Management
Experience
BlackRock December 2009 - Present
Barclays Global Investors April 2006 - December 2009
Wells Fargo Funds Management, LLC July 2005 - April 2006
Dechert LLP 2004 - 2005
Wells Fargo Funds Management, LLC 2003 - 2004
Franklin Templeton Investments May 2001 - February 2003
Franklin Templeton Investments February 2000 - May 2001
Montgomery Asset Management, LLC 1999 - 1999
Skills
Hedge Funds, Fixed Income, Securities, Asset Management, Portfolio Management, Mutual Funds, Equities, Financial Services, Investments, Alternative Investments, Fund Accounting, Asset Allocation, FINRA, Capital Markets, Asset Managment, ETFs, Bloomberg, Valuation, Investment Management, Trading, Leadership, Derivatives, Financial Risk, Series 7, SQL, BlackRock Aladdin, Trade Compliance, Investment Compliance, Separate Accounts
Education
University of San Francisco 1995 — 1999
B.S., Finance
Vacaville High School 1991 — 1995
BlackRock December 2009 - Present
Barclays Global Investors April 2006 - December 2009
Wells Fargo Funds Management, LLC July 2005 - April 2006
Dechert LLP 2004 - 2005
Wells Fargo Funds Management, LLC 2003 - 2004
Franklin Templeton Investments May 2001 - February 2003
Franklin Templeton Investments February 2000 - May 2001
Montgomery Asset Management, LLC 1999 - 1999
Skills
Hedge Funds, Fixed Income, Securities, Asset Management, Portfolio Management, Mutual Funds, Equities, Financial Services, Investments, Alternative Investments, Fund Accounting, Asset Allocation, FINRA, Capital Markets, Asset Managment, ETFs, Bloomberg, Valuation, Investment Management, Trading, Leadership, Derivatives, Financial Risk, Series 7, SQL, BlackRock Aladdin, Trade Compliance, Investment Compliance, Separate Accounts
Education
University of San Francisco 1995 — 1999
B.S., Finance
Vacaville High School 1991 — 1995
Alex Zlotnikov, CFA's Franklin Templeton Investments Experience July 2003 - September 2003
Job
Industry Financial Services
Experience
Lockheed Martin Investment Management March 2013 - Present
Fannie Mae September 2008 - March 2013
Washington Mutual October 2004 - August 2008
Franklin Templeton Investments July 2003 - September 2003
Skills
Hedging, Derivatives, Portfolio Management, Risk Management, Risk, Relative Value, Mortgage, Analysis, Fixed Income, Trading, Capital Markets, Valuation, Financial Modeling, Swaps, Financial Analysis, Options, Bonds, Structured Products, Market Risk, Structured Finance, Investments, Interest Rate..., Funding, Risk Analysis, Rates
Education
University of Rochester - Simon Business School 2002 — 2004
MBA, Finance/Corporate Accounting
University of Utah 1997 — 2001
B.S., Biochemistry
Chartered Financial Analyst
Lockheed Martin Investment Management March 2013 - Present
Fannie Mae September 2008 - March 2013
Washington Mutual October 2004 - August 2008
Franklin Templeton Investments July 2003 - September 2003
Skills
Hedging, Derivatives, Portfolio Management, Risk Management, Risk, Relative Value, Mortgage, Analysis, Fixed Income, Trading, Capital Markets, Valuation, Financial Modeling, Swaps, Financial Analysis, Options, Bonds, Structured Products, Market Risk, Structured Finance, Investments, Interest Rate..., Funding, Risk Analysis, Rates
Education
University of Rochester - Simon Business School 2002 — 2004
MBA, Finance/Corporate Accounting
University of Utah 1997 — 2001
B.S., Biochemistry
Chartered Financial Analyst
Tom Warburton's Franklin Templeton Investments Experience 1994 - 1995
Job Financial Services Executive
Industry Financial Services
Experience
CircleBack Lending September 2015 - Present
Next-Steps Agency July 2014 - August 2015
Credit One Bank August 2008 - July 2014
Fremont General August 2005 - July 2008
Providian Financial September 2002 - May 2005
Fleet Boston - Fleet Credit Card Services March 2001 - September 2002
First USA - Bank One February 1996 - February 2001
Franklin Templeton Investments 1994 - 1995
Citibank Visa and MasterCard 1983 - 1994
Skills
Forecasting, Process Improvement, Change Management, Team Building, Capacity Planning, Management, Root Cause Analysis, Vendor Management, Vendor Relationships, Strategy, Credit, Recruiting, Call Centers, Executive Management, Budgets, Leadership Development, Customer Satisfaction, Outsourcing, Business Strategy, Coaching, Credit Cards, Mergers & Acquisitions
Education
University of San Francisco 1992 — 1994
BS, Organizational Behavior Management, with Institutional Honors
CircleBack Lending September 2015 - Present
Next-Steps Agency July 2014 - August 2015
Credit One Bank August 2008 - July 2014
Fremont General August 2005 - July 2008
Providian Financial September 2002 - May 2005
Fleet Boston - Fleet Credit Card Services March 2001 - September 2002
First USA - Bank One February 1996 - February 2001
Franklin Templeton Investments 1994 - 1995
Citibank Visa and MasterCard 1983 - 1994
Skills
Forecasting, Process Improvement, Change Management, Team Building, Capacity Planning, Management, Root Cause Analysis, Vendor Management, Vendor Relationships, Strategy, Credit, Recruiting, Call Centers, Executive Management, Budgets, Leadership Development, Customer Satisfaction, Outsourcing, Business Strategy, Coaching, Credit Cards, Mergers & Acquisitions
Education
University of San Francisco 1992 — 1994
BS, Organizational Behavior Management, with Institutional Honors
Romi Masuda's Franklin Templeton Investments Experience 1995 - 1999
Job VP, Operations of Dwell Media, LLC.
Industry Publishing
Experience
Search Inside Yourself Leadership Institute (SIYLI) 2015 - 2015
Dwell Media, LLC 2004 - 2012
Time Warner Inc. (eCompany Now/Business 2.0) 2000 - 2004
Ziff-Davis, Incorporated (ZD Events) 1999 - 2000
Franklin Templeton Investments 1995 - 1999
Skills
Publishing, Management, Strategic Partnerships, Strategic Planning, Content Strategy, Online Advertising, Email Marketing, Integrated Marketing, Financial Analysis, Digital Marketing, Social Media Marketing, New Media, Online Publishing, Business Development, Content Management, Digital Strategy, Marketing Communications, Social Media, Media, Human Resources, Financial Accounting, Financial Modeling, Financial Reporting, Financial Services, Financial Statements, Operating Budgets, Controlling Budgets, Financial Controlling, Process Improvement, Operations Management, Restructuring, Cash Management, Cash Flow, Accounting, Strategic Financial..., Executive Management, Finance, Corporate Finance, Entrepreneurship, Sales Plan, Due Diligence, Sales Management, P&L Management, P&L Responsibility, Project Planning, Team Management, Leadership, Business Analysis, Capital Budgeting, Mentoring
Education
University of San Francisco
Bachelor of Science Business Administration, Finance
Search Inside Yourself Leadership Institute (SIYLI) 2015 - 2015
Dwell Media, LLC 2004 - 2012
Time Warner Inc. (eCompany Now/Business 2.0) 2000 - 2004
Ziff-Davis, Incorporated (ZD Events) 1999 - 2000
Franklin Templeton Investments 1995 - 1999
Skills
Publishing, Management, Strategic Partnerships, Strategic Planning, Content Strategy, Online Advertising, Email Marketing, Integrated Marketing, Financial Analysis, Digital Marketing, Social Media Marketing, New Media, Online Publishing, Business Development, Content Management, Digital Strategy, Marketing Communications, Social Media, Media, Human Resources, Financial Accounting, Financial Modeling, Financial Reporting, Financial Services, Financial Statements, Operating Budgets, Controlling Budgets, Financial Controlling, Process Improvement, Operations Management, Restructuring, Cash Management, Cash Flow, Accounting, Strategic Financial..., Executive Management, Finance, Corporate Finance, Entrepreneurship, Sales Plan, Due Diligence, Sales Management, P&L Management, P&L Responsibility, Project Planning, Team Management, Leadership, Business Analysis, Capital Budgeting, Mentoring
Education
University of San Francisco
Bachelor of Science Business Administration, Finance
Purav Jhaveri, CFA's Franklin Templeton Investments Experience January 2000 - Present
Job Managing Director Investment Strategy/Portfolio Manager at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments January 2000 - Present
ANZ Grindlays Bank, now Standard Chartered Bank 1996 - 1999
Unit Trust of India 1994 - 1996
Skills
Equities, Asset Managment, Portfolio Management, Emerging Markets, Alternative Investments, Investment Management, Asset Allocation, Asset Management, Equity Research, Fixed Income, Private Equity, Valuation
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
CFA Institute 1998 — 2000
CFA
NMIMS, University of Bombay 1992 — 1994
MMS
Jaihind college 1987 — 1992
Bachelor of Commerce (BCom), Economics and accounting
Hindi Vidya Bhavan 1978 — 1987
secondary school certificate
GARP
FRM, risk management
Franklin Templeton Investments January 2000 - Present
ANZ Grindlays Bank, now Standard Chartered Bank 1996 - 1999
Unit Trust of India 1994 - 1996
Skills
Equities, Asset Managment, Portfolio Management, Emerging Markets, Alternative Investments, Investment Management, Asset Allocation, Asset Management, Equity Research, Fixed Income, Private Equity, Valuation
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
CFA Institute 1998 — 2000
CFA
NMIMS, University of Bombay 1992 — 1994
MMS
Jaihind college 1987 — 1992
Bachelor of Commerce (BCom), Economics and accounting
Hindi Vidya Bhavan 1978 — 1987
secondary school certificate
GARP
FRM, risk management
David Filer's Franklin Templeton Investments Experience January 1993 - January 1999
Job VP CSE Watch at Nielsen Company
Industry Information Technology and Services
Experience
Nielsen Company February 2015 - Present
Nielsen July 2014 - Present
Nielsen July 2011 - June 2014
ProVest LLC December 2009 - July 2011
JP Morgan Chase January 2008 - December 2009
PricewaterhouseCoopers 1999 - 2007
Clearwater Christian College January 2000 - January 2004
Franklin Templeton Investments January 1993 - January 1999
Skills
Program Management, SDLC, Software Development, Project Management, SSRS, Business Analysis, Business Process..., Integration, Testing, Management, Process Improvement, Vendor Management, PMP, IT Procurement, IT Sourcing, Quality Assurance, Business Intelligence, Leadership, Disaster Recovery, PMO, Strategy, Enterprise Software, Analysis, Microsoft SQL Server, Software Project...
Education
University of South Florida 1996 — 1998
MBA, CIS/MIS/International Business, 3.8
Clearwater Christian College
Clearwater Christian College
University of South Florida
Master of Business Administration; Bachelor of Science, Computer Information Systems & International Business; Finance
keswick
Nielsen Company February 2015 - Present
Nielsen July 2014 - Present
Nielsen July 2011 - June 2014
ProVest LLC December 2009 - July 2011
JP Morgan Chase January 2008 - December 2009
PricewaterhouseCoopers 1999 - 2007
Clearwater Christian College January 2000 - January 2004
Franklin Templeton Investments January 1993 - January 1999
Skills
Program Management, SDLC, Software Development, Project Management, SSRS, Business Analysis, Business Process..., Integration, Testing, Management, Process Improvement, Vendor Management, PMP, IT Procurement, IT Sourcing, Quality Assurance, Business Intelligence, Leadership, Disaster Recovery, PMO, Strategy, Enterprise Software, Analysis, Microsoft SQL Server, Software Project...
Education
University of South Florida 1996 — 1998
MBA, CIS/MIS/International Business, 3.8
Clearwater Christian College
Clearwater Christian College
University of South Florida
Master of Business Administration; Bachelor of Science, Computer Information Systems & International Business; Finance
keswick
Ellery Manes's Franklin Templeton Investments Experience March 1996 - August 1998
Job Regional Manager at GC Services
Industry Financial Services
Experience
GC Services June 2013 - Present
Bank of America January 2011 - May 2013
Bank of America May 2009 - December 2010
eHomes & Loans March 2007 - May 2009
AmeriFund Lending Group May 2005 - February 2007
GE Money/WMC Mortgage May 2003 - April 2005
Franklin Templeton Investments March 1996 - August 1998
Skills
Credit, Banking, Leadership, Customer Service, Underwriting, Mortgage Lending, Strategic Planning, Sales, Loans, Call Center, Call Centers, Coaching, Team Building, Six Sigma, Seminars, Colletions, Management, Selling, Team Leadership, Account Management, Customer Retention
Education
University of San Francisco 1997 — 2000
M.B.A., e-Commerce, Marketing
Whitman College 1990 — 1994
Bachelor of Arts
GC Services June 2013 - Present
Bank of America January 2011 - May 2013
Bank of America May 2009 - December 2010
eHomes & Loans March 2007 - May 2009
AmeriFund Lending Group May 2005 - February 2007
GE Money/WMC Mortgage May 2003 - April 2005
Franklin Templeton Investments March 1996 - August 1998
Skills
Credit, Banking, Leadership, Customer Service, Underwriting, Mortgage Lending, Strategic Planning, Sales, Loans, Call Center, Call Centers, Coaching, Team Building, Six Sigma, Seminars, Colletions, Management, Selling, Team Leadership, Account Management, Customer Retention
Education
University of San Francisco 1997 — 2000
M.B.A., e-Commerce, Marketing
Whitman College 1990 — 1994
Bachelor of Arts
Myriam Fontaine's Franklin Templeton Investments Experience May 2010 - Present
Job at Franklin Templeton Investments
Industry Retail
Experience
Franklin Templeton Investments May 2010 - Present
Williams-Sonoma, Inc. 2002 - June 2010
Gap,Inc. 1988 - 2002
Skills
Brokers, Analytical Skills, Microsoft Excel, Risk Management, Insurance, Financial Risk, Claim, Program Management, Management, Finance, Enterprise Risk..., Analysis, Strategic Financial..., Financial Analysis
Education
University of San Francisco
B.S., Economics
Franklin Templeton Investments May 2010 - Present
Williams-Sonoma, Inc. 2002 - June 2010
Gap,Inc. 1988 - 2002
Skills
Brokers, Analytical Skills, Microsoft Excel, Risk Management, Insurance, Financial Risk, Claim, Program Management, Management, Finance, Enterprise Risk..., Analysis, Strategic Financial..., Financial Analysis
Education
University of San Francisco
B.S., Economics
Susan Jaber Bateh's Franklin Templeton Investments Experience July 1995 - August 1996
Job Assistant General Counsel at Blue Cross and Blue Shield of Florida
Industry Legal Services
Experience
Florida Blue (Blue Cross and Blue Shield of Florida, Inc.) October 2006 - Present
Cerus Corporation 2003 - 2006
Foley and Lardner September 1999 - January 2003
Franklin Templeton Investments July 1995 - August 1996
Skills
Licensing, Intellectual Property, Corporate Governance, Contract Negotiation, Biotechnology, Contractual Agreements, Contract Management, Employee Relations
Education
University of San Francisco School of Law 1996 — 1999
Doctor of Law (JD)
University of San Francisco 1990 — 1995
BS, Biology, 2nd major English Literature
Florida Blue (Blue Cross and Blue Shield of Florida, Inc.) October 2006 - Present
Cerus Corporation 2003 - 2006
Foley and Lardner September 1999 - January 2003
Franklin Templeton Investments July 1995 - August 1996
Skills
Licensing, Intellectual Property, Corporate Governance, Contract Negotiation, Biotechnology, Contractual Agreements, Contract Management, Employee Relations
Education
University of San Francisco School of Law 1996 — 1999
Doctor of Law (JD)
University of San Francisco 1990 — 1995
BS, Biology, 2nd major English Literature
Dave Prosser's Franklin Templeton Investments Experience February 1999 - May 2003
Job Business Continuity, Cyber & Data Risk and ThirdParty Risk at Preferred Mutual
Industry Insurance
Experience
Preferred Mutual July 2013 - Present
Prosser Continuity (BCM-ERM Mgmt Group) September 2007 - June 2013
BCBSNC May 2003 - September 2007
Franklin Templeton Investments February 1999 - May 2003
AAA NCNU April 1986 - February 1999
Skills
Risk Assessment, Business Continuity..., Program Management, Disaster Recovery, Business Continuity, Strategic Planning, Governance, Project Management, Risk Management, Financial Risk, Management, Enterprise Software, Business Process, Vendor Management, Process Improvement, Analysis, Crisis Management, Insurance, IT Strategy, Business Process..., Security, Risk Analysis, Enterprise Risk...
Education
DRI International
MBCP Certification, Business Continuity
University of Phoenix 1994 — 2001
Bachelor of Science, Business Administration
US Navy (Submarines) 1980 — 1985
Honorable Discharge, 4.0 and Top Secret "SBI" Clearance
Preferred Mutual July 2013 - Present
Prosser Continuity (BCM-ERM Mgmt Group) September 2007 - June 2013
BCBSNC May 2003 - September 2007
Franklin Templeton Investments February 1999 - May 2003
AAA NCNU April 1986 - February 1999
Skills
Risk Assessment, Business Continuity..., Program Management, Disaster Recovery, Business Continuity, Strategic Planning, Governance, Project Management, Risk Management, Financial Risk, Management, Enterprise Software, Business Process, Vendor Management, Process Improvement, Analysis, Crisis Management, Insurance, IT Strategy, Business Process..., Security, Risk Analysis, Enterprise Risk...
Education
DRI International
MBCP Certification, Business Continuity
University of Phoenix 1994 — 2001
Bachelor of Science, Business Administration
US Navy (Submarines) 1980 — 1985
Honorable Discharge, 4.0 and Top Secret "SBI" Clearance
Kim Greer's Franklin Templeton Investments Experience July 2002 - July 2003
Job Talent Development Trainer / Certified Behavioral Analyst
Industry Professional Training & Coaching
Experience
Coca-Cola Enterprises August 2008 - February 2010
Citi August 2005 - January 2008
Naturally Fresh March 2004 - July 2005
Franklin Templeton Investments July 2002 - July 2003
Franklin Templeton Investments April 1999 - July 2002
Franklin Templeton Investments March 1998 - April 1999
Education
University of South Florida 1992 — 1995
Bachelor of Arts (B.A.)
Northeast High School
Coca-Cola Enterprises August 2008 - February 2010
Citi August 2005 - January 2008
Naturally Fresh March 2004 - July 2005
Franklin Templeton Investments July 2002 - July 2003
Franklin Templeton Investments April 1999 - July 2002
Franklin Templeton Investments March 1998 - April 1999
Education
University of South Florida 1992 — 1995
Bachelor of Arts (B.A.)
Northeast High School
Erik Lindstedt, SPHR's Franklin Templeton Investments Experience July 1998 - Present
Job Sr. Human Resources Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 1998 - Present
Electronics Association of California 1980 - 1983
Skills
Talent Management, Performance Management, Employee Engagement, Workforce Planning, Succession Planning
Education
University of Phoenix 1999 — 2001
MA, Organizational Management
University of the Pacific 1975 — 1978
BA, Psychology
Franklin Templeton Investments July 1998 - Present
Electronics Association of California 1980 - 1983
Skills
Talent Management, Performance Management, Employee Engagement, Workforce Planning, Succession Planning
Education
University of Phoenix 1999 — 2001
MA, Organizational Management
University of the Pacific 1975 — 1978
BA, Psychology
Andy Dinnhaupt's Franklin Templeton Investments Experience May 2011 - Present
Job Analyst Global Insurance Investments
Industry Financial Services
Experience
Franklin Templeton Investments May 2011 - Present
Education
University of Scranton 1985 — 1989
Franklin Templeton Investments May 2011 - Present
Education
University of Scranton 1985 — 1989
Jennifer Gamble's Franklin Templeton Investments Experience August 2008 - Present
Job Senior Associate at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2008 - Present
Franklin Templeton Investments August 2005 - August 2008
Franklin Templeton Investments April 2004 - June 2005
Skills
Microsoft Excel, Mutual Funds, Accounts Payable, Strategic Planning, Management, Process Improvement
Education
University of Phoenix 2003 — 2006
BA, Business Management
Franklin Templeton Investments August 2008 - Present
Franklin Templeton Investments August 2005 - August 2008
Franklin Templeton Investments April 2004 - June 2005
Skills
Microsoft Excel, Mutual Funds, Accounts Payable, Strategic Planning, Management, Process Improvement
Education
University of Phoenix 2003 — 2006
BA, Business Management
Arline Cook's Franklin Templeton Investments Experience September 2009 - January 2014
Job Experienced Financial Services Professional
Industry Investment Management
Experience
Franklin Templeton Investments September 2009 - January 2014
Franklin Templeton Investments September 2008 - June 2009
Franklin Templeton Investments October 2007 - September 2008
Skills
Advertising, Mutual Funds, Investments, Wealth Management, Investment Strategies
Education
University of Ottawa 1986 — 1989
Honours BA, Translation
Franklin Templeton Investments September 2009 - January 2014
Franklin Templeton Investments September 2008 - June 2009
Franklin Templeton Investments October 2007 - September 2008
Skills
Advertising, Mutual Funds, Investments, Wealth Management, Investment Strategies
Education
University of Ottawa 1986 — 1989
Honours BA, Translation
Nils Connor's Franklin Templeton Investments Experience 2008 - 2009
Job Policy, Strategy and Legal Counsel
Industry Legal Services
Experience
Ontario College of Teachers 2009 - 2012
Franklin Templeton Investments 2008 - 2009
Canadian Life and Health Insurance Association 1999 - 2008
Connorco Counsel 2001 - 2007
Ontario Securities Commission 2000 - 2001
Desjardins Financial Group 1997 - 1999
Skills
Corporate Governance, Securities, FINRA, Privacy Law, Policy, Administrative Law, Decision Support, Strategy, Writing, Economics, Research, Corporate Law, Licensing, Issue Management, Capital Markets, Securities Regulation, Nonprofits, Mutual Funds, Arbitration, Litigation, Law & Economics, Derivatives, Financial Services, AML, Competitive Intelligence, Tribunals, Board of Directors, Trusts, Pensions, Servant Leadership, Financial Services Law, Professional..., Small Business, Situation Analysis, Professionalization, Document Retention, Government, Finance, Document Preparation, Legal Advice, Risk Management, Management, Public Policy, Strategic Planning, Analysis, Qualitative Research, Heuristic Analysis, Stakeholder Management, Negotiation, Governance
Education
MBA (Schulich), JD (Osgoode)
York University - Schulich School of Business
Master of Business Administration (M.B.A.), Economics and Strategic Management
University of Toronto
Certificate: Arbitrator, Alternative Dispute Resolution (ADR)
York University - Osgoode Hall Law School
Doctor of Law (J.D.), Business and Regulatory Law
University of Prince Edward Island
Bachelor of Arts (B.A.), History and Political Studies
Ontario College of Teachers 2009 - 2012
Franklin Templeton Investments 2008 - 2009
Canadian Life and Health Insurance Association 1999 - 2008
Connorco Counsel 2001 - 2007
Ontario Securities Commission 2000 - 2001
Desjardins Financial Group 1997 - 1999
Skills
Corporate Governance, Securities, FINRA, Privacy Law, Policy, Administrative Law, Decision Support, Strategy, Writing, Economics, Research, Corporate Law, Licensing, Issue Management, Capital Markets, Securities Regulation, Nonprofits, Mutual Funds, Arbitration, Litigation, Law & Economics, Derivatives, Financial Services, AML, Competitive Intelligence, Tribunals, Board of Directors, Trusts, Pensions, Servant Leadership, Financial Services Law, Professional..., Small Business, Situation Analysis, Professionalization, Document Retention, Government, Finance, Document Preparation, Legal Advice, Risk Management, Management, Public Policy, Strategic Planning, Analysis, Qualitative Research, Heuristic Analysis, Stakeholder Management, Negotiation, Governance
Education
MBA (Schulich), JD (Osgoode)
York University - Schulich School of Business
Master of Business Administration (M.B.A.), Economics and Strategic Management
University of Toronto
Certificate: Arbitrator, Alternative Dispute Resolution (ADR)
York University - Osgoode Hall Law School
Doctor of Law (J.D.), Business and Regulatory Law
University of Prince Edward Island
Bachelor of Arts (B.A.), History and Political Studies
Amanda Ludeker's Franklin Templeton Investments Experience April 2000 - Present
Job TA Relationship Management Temp Analyst/Specialist at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2000 - Present
Capital One July 1998 - April 2000
FACS Group July 1996 - July 1998
Home Shopping Network March 1995 - July 1996
Skills
Mutual Funds, Equities, Investments, Fixed Income, Asset Management, Equity Research, Asset Allocation, Investment Management, Securities, Financial Services, Wealth Management, Elementary Education, Writing, Technical Writing, Resume Writing, Proofreading, Microsoft Excel, Microsoft Word, Access, PowerPoint, Customer Service, Customer Satisfaction, Customer Relations, Customer Insight, Call Centers, NICE, Lync
Education
University of South Florida-St. Petersburg Campus
English - Professional & Technical Writing, English Language and Literature, General
Franklin Templeton Investments April 2000 - Present
Capital One July 1998 - April 2000
FACS Group July 1996 - July 1998
Home Shopping Network March 1995 - July 1996
Skills
Mutual Funds, Equities, Investments, Fixed Income, Asset Management, Equity Research, Asset Allocation, Investment Management, Securities, Financial Services, Wealth Management, Elementary Education, Writing, Technical Writing, Resume Writing, Proofreading, Microsoft Excel, Microsoft Word, Access, PowerPoint, Customer Service, Customer Satisfaction, Customer Relations, Customer Insight, Call Centers, NICE, Lync
Education
University of South Florida-St. Petersburg Campus
English - Professional & Technical Writing, English Language and Literature, General
Jenny Moore Todd's Franklin Templeton Investments Experience March 1990 - February 1999
Job Special Projects Manager at HRMC, Inc.
Industry Human Resources
Experience
HRMC, Inc. February 2001 - Present
CCCI/Finger Hut November 1999 - February 2001
Franklin Templeton Investments March 1990 - February 1999
Education
University of Pittsburgh
HRMC, Inc. February 2001 - Present
CCCI/Finger Hut November 1999 - February 2001
Franklin Templeton Investments March 1990 - February 1999
Education
University of Pittsburgh
Anita Carlson's Franklin Templeton Investments Experience October 1981 - May 2009
Job Customer Service Representative at IRA Services Trust Company
Industry Financial Services
Experience
IRA Services Trust Company 2010 - Present
Franklin Templeton Investments October 1981 - May 2009
Education
University of San Francisco
Business
IRA Services Trust Company 2010 - Present
Franklin Templeton Investments October 1981 - May 2009
Education
University of San Francisco
Business
Patrick Archambault's Franklin Templeton Investments Experience September 2007 - April 2013
Job Consultant at Sage
Industry Financial Services
Experience
Sage - Cabinet en avantages sociaux April 2013 - Present
Franklin Templeton Investments September 2007 - April 2013
Industrial Alliance Pacific April 2006 - September 2007
Skills
Building Relationships, Customer Relations, New Business Development, Group Insurance, Health Insurance, Mutual Funds, Segregated Funds, Investments, Financial Services, Equities, Financial Planning, Investment Advisory, Relationship Management, Alternative Investments, Asset Management
Education
University of Ottawa 1994 — 1997
Communications & History
La Cité collégiale 1991 — 1994
Advertising
Sage - Cabinet en avantages sociaux April 2013 - Present
Franklin Templeton Investments September 2007 - April 2013
Industrial Alliance Pacific April 2006 - September 2007
Skills
Building Relationships, Customer Relations, New Business Development, Group Insurance, Health Insurance, Mutual Funds, Segregated Funds, Investments, Financial Services, Equities, Financial Planning, Investment Advisory, Relationship Management, Alternative Investments, Asset Management
Education
University of Ottawa 1994 — 1997
Communications & History
La Cité collégiale 1991 — 1994
Advertising
Edward Dunn's Franklin Templeton Investments Experience 2006 - 2009
Job Consultant at Self Employed
Industry Investment Management
Experience
Self Employed February 2009 - Present
Franklin Templeton Investments 2006 - 2009
Wells Fargo Funds Management Group 2004 - 2006
Skills
GIPS Performance..., Web Data Project...
Education
University of Pennsylvania
B.A., Economics
Self Employed February 2009 - Present
Franklin Templeton Investments 2006 - 2009
Wells Fargo Funds Management Group 2004 - 2006
Skills
GIPS Performance..., Web Data Project...
Education
University of Pennsylvania
B.A., Economics
Edwin Balingit's Franklin Templeton Investments Experience September 2010 - Present
Job Tech Support Analyst at Franklin Templeton Investments
Industry Information Technology and Services
Experience
Franklin Templeton Investments September 2010 - Present
Genentech August 2010 - November 2010
University of San Francisco December 2001 - September 2008
Education
University of San Francisco 1995 — 1997
BS, Information Systems Management
Franklin Templeton Investments September 2010 - Present
Genentech August 2010 - November 2010
University of San Francisco December 2001 - September 2008
Education
University of San Francisco 1995 — 1997
BS, Information Systems Management
Barbara Brock's Franklin Templeton Investments Experience 2000 - 2007
Job LRM Manager
Industry Banking
Experience
BB&T January 2015 - Present
FIS 2011 - October 2014
Universal Health Care Group, Inc. June 2009 - August 2011
Revolution Money November 2006 - December 2009
Franklin Templeton Investments 2000 - 2007
Bank of Amereica 1986 - 2000
Skills
Process Improvement, Vendor Management, Strategic Planning, Insurance, Customer Service, Employee Benefits, Business Analysis, Healthcare, Call Center, Leadership Development, Software Documentation, Microsoft Office, Cross-functional Team..., Recruiting, Project Management, Team Leadership, Team Building, Contract Negotiation, Management, Sales, Financial Analysis, Financial Reporting, Operations Management, Human Resources, Performance Management, Change Management, Program Management, Account Management, Training, Data Analysis, Coaching, Budgets, Visio, Risk Management, Analysis, Access, Banking, Business Process...
Education
University of Phoenix
University of Phoenix 2000 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Passaic Valley Regional High School
Business Administration, Management and Operations
BB&T January 2015 - Present
FIS 2011 - October 2014
Universal Health Care Group, Inc. June 2009 - August 2011
Revolution Money November 2006 - December 2009
Franklin Templeton Investments 2000 - 2007
Bank of Amereica 1986 - 2000
Skills
Process Improvement, Vendor Management, Strategic Planning, Insurance, Customer Service, Employee Benefits, Business Analysis, Healthcare, Call Center, Leadership Development, Software Documentation, Microsoft Office, Cross-functional Team..., Recruiting, Project Management, Team Leadership, Team Building, Contract Negotiation, Management, Sales, Financial Analysis, Financial Reporting, Operations Management, Human Resources, Performance Management, Change Management, Program Management, Account Management, Training, Data Analysis, Coaching, Budgets, Visio, Risk Management, Analysis, Access, Banking, Business Process...
Education
University of Phoenix
University of Phoenix 2000 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Passaic Valley Regional High School
Business Administration, Management and Operations
Nicholas Sokul, CFA's Franklin Templeton Investments Experience September 2010 - May 2014
Job Energy Trader at Canoe Financial
Industry Financial Services
Experience
Canoe Financial May 2014 - Present
Franklin Templeton Investments September 2010 - May 2014
Franklin Templeton Investments March 2008 - September 2010
Syncrude Canada Ltd. May 2007 - September 2007
Syncrude Canada Ltd. May 2006 - September 2006
Skills
Equities, Mutual Funds, Investments, Investment Strategies, Portfolio Management, Asset Management, Valuation, Financial Modeling, Asset Allocation, Securities, Fixed Income, Investment Management, Wealth Management, Hedge Funds, Capital Markets
Education
University of Saskatchewan 2005 — 2008
Bachelor of Commerce, Finance
Canoe Financial May 2014 - Present
Franklin Templeton Investments September 2010 - May 2014
Franklin Templeton Investments March 2008 - September 2010
Syncrude Canada Ltd. May 2007 - September 2007
Syncrude Canada Ltd. May 2006 - September 2006
Skills
Equities, Mutual Funds, Investments, Investment Strategies, Portfolio Management, Asset Management, Valuation, Financial Modeling, Asset Allocation, Securities, Fixed Income, Investment Management, Wealth Management, Hedge Funds, Capital Markets
Education
University of Saskatchewan 2005 — 2008
Bachelor of Commerce, Finance
Douglas Karas CPA's Franklin Templeton Investments Experience April 2014 - Present
Job VP Performance Analysis & Investment Risk at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2014 - Present
Franklin Templeton Investments February 2011 - March 2014
Franklin Templeton Investments January 2005 - January 2011
Franklin Templeton Investments October 2003 - December 2004
Franklin Templeton Investments March 2001 - September 2003
Franklin Templeton Investments September 1997 - February 2001
Transamerica April 1996 - April 1997
Federated Investors March 1992 - March 1996
Skills
Financial Modeling, Capital Markets, Fund Accounting, Change Management, Securities, Strategic Financial..., Project Management, Program Management, Project Portfolio..., Corporate Finance, PeopleSoft Financials, FactSet, Hyperion Enterprise, Business Process..., Business Process..., Business Analytics, Business Requirements, Compliance, SOX Compliancy, Investment Performance, SDLC, Finance, Analysis, Business Analysis, Mutual Funds, PeopleSoft, Asset Managment, Portfolio Management, Management, Cross-functional Team..., Asset Management, Financial Planning
Education
University of Pittsburgh 1984 — 1988
Bachelor of Science (B.S.), Business/Accounting
Franklin Templeton Investments April 2014 - Present
Franklin Templeton Investments February 2011 - March 2014
Franklin Templeton Investments January 2005 - January 2011
Franklin Templeton Investments October 2003 - December 2004
Franklin Templeton Investments March 2001 - September 2003
Franklin Templeton Investments September 1997 - February 2001
Transamerica April 1996 - April 1997
Federated Investors March 1992 - March 1996
Skills
Financial Modeling, Capital Markets, Fund Accounting, Change Management, Securities, Strategic Financial..., Project Management, Program Management, Project Portfolio..., Corporate Finance, PeopleSoft Financials, FactSet, Hyperion Enterprise, Business Process..., Business Process..., Business Analytics, Business Requirements, Compliance, SOX Compliancy, Investment Performance, SDLC, Finance, Analysis, Business Analysis, Mutual Funds, PeopleSoft, Asset Managment, Portfolio Management, Management, Cross-functional Team..., Asset Management, Financial Planning
Education
University of Pittsburgh 1984 — 1988
Bachelor of Science (B.S.), Business/Accounting
Sue Borja's Franklin Templeton Investments Experience July 1996 - April 2008
Job Productivity Analyst at SMUD
Industry Utilities
Experience
SMUD July 2012 - Present
POS Portal April 2008 - June 2012
Franklin Templeton Investments July 1996 - April 2008
Skills
Data Analysis, Outlook, SQL, Agile Methodologies, Business Development, Marketing, HTML, Microsoft Office, Business Analysis, Customer Service, JavaScript, CSS, XML, SharePoint, SAP Netweaver, Budget Monitoring, Budget Forecasts, Agile Project Management, Project Management, MS Project, Access Database, OneNote, Analysis, Access, Process Improvement
Education
University of Phoenix
Bachelor of Science, Business - Management
SMUD July 2012 - Present
POS Portal April 2008 - June 2012
Franklin Templeton Investments July 1996 - April 2008
Skills
Data Analysis, Outlook, SQL, Agile Methodologies, Business Development, Marketing, HTML, Microsoft Office, Business Analysis, Customer Service, JavaScript, CSS, XML, SharePoint, SAP Netweaver, Budget Monitoring, Budget Forecasts, Agile Project Management, Project Management, MS Project, Access Database, OneNote, Analysis, Access, Process Improvement
Education
University of Phoenix
Bachelor of Science, Business - Management
Claire Cheng, PMP, SCPM's Franklin Templeton Investments Experience April 2008 - April 2010
Job Program Manager, Stanford Center for Professional Development at Stanford University
Industry Education Management
Experience
Stanford University July 2013 - Present
US-China Exchange Council October 2010 - April 2013
Franklin Templeton Investments April 2008 - April 2010
Payease (Beijing) Technology Ltd. March 2007 - April 2008
University of San Francisco, Planning and Budget Office August 2003 - January 2005
Skills
Product Management, Program Management, Strategic Partnerships, Market Research, Business Development, Training, Marketing, Marketing Strategy, Analysis, Proposal Writing, Budgets, Project Planning, Event Management, Project Management
Education
University of San Francisco 2004 — 2006
MBA, Finance, Marketing
University of San Francisco 1999 — 2003
BA, Finance, Marketing
Stanford University July 2013 - Present
US-China Exchange Council October 2010 - April 2013
Franklin Templeton Investments April 2008 - April 2010
Payease (Beijing) Technology Ltd. March 2007 - April 2008
University of San Francisco, Planning and Budget Office August 2003 - January 2005
Skills
Product Management, Program Management, Strategic Partnerships, Market Research, Business Development, Training, Marketing, Marketing Strategy, Analysis, Proposal Writing, Budgets, Project Planning, Event Management, Project Management
Education
University of San Francisco 2004 — 2006
MBA, Finance, Marketing
University of San Francisco 1999 — 2003
BA, Finance, Marketing
Reno Estacio's Franklin Templeton Investments Experience 1995 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Franklin Templeton Investments 1995 - 2009
Education
University of San Francisco 1968 — 1975
Bachelor of science in business administration, Accounting and Business/Management, 3.00
Franklin Templeton Investments 1995 - 2009
Education
University of San Francisco 1968 — 1975
Bachelor of science in business administration, Accounting and Business/Management, 3.00
Bernice Groves's Franklin Templeton Investments Experience August 2000 - April 2003
Job proxy representative at Computershare
Industry Financial Services
Experience
Computershare February 2009 - Present
Boston Financial Data Services January 2003 - May 2008
Franklin Templeton Investments August 2000 - April 2003
Education
University of Phoenix 2000 — 2002
Business Administration and Management, General
cHAMBERLAYNE 1982 — 1984
ASSCOCIATE, Accounting
Computershare February 2009 - Present
Boston Financial Data Services January 2003 - May 2008
Franklin Templeton Investments August 2000 - April 2003
Education
University of Phoenix 2000 — 2002
Business Administration and Management, General
cHAMBERLAYNE 1982 — 1984
ASSCOCIATE, Accounting
Joshua Creighton's Franklin Templeton Investments Experience May 2014 - Present
Job Intern at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments May 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Franklin Templeton Investments May 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Vanguard
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments