Franklin Templeton Investments
Industry: Investment management company
DescriptionFranklin Resources Inc. is an American holding company that, together with its subsidiaries, is referred to as Franklin Templeton Investments; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc. Assets under management: 753.2 billion USD (2017) Customer service: 0800 305306 CEO: Gregory E. Johnson (31 Jul 2005–) Subsidiaries: Franklin Templeton International Services SA,
Franklin Templeton Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Franklin Templeton Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Franklin Templeton Investments Salaries. You can even request information on how much does Franklin Templeton Investments pay if you want to. Learn about salaries, pros and cons of working for Franklin Templeton Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
3,973 Franklin Templeton Investments employees in database. Find out everything there's to know about Franklin Templeton Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Franklin Templeton Investments Employees
Employee
Years
Job
Industry
Graham Keyston Graham Keyston's Franklin Templeton Investments Experience June 2015 - Present
Job Intern, US Equity Portfolio Management Group at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments June 2015 - Present
University of Southern California August 2012 - Present
USC Investment Office January 2015 - May 2015
USC Solar Car August 2014 - May 2015
Skills
Microsoft Excel, Microsoft Word, Leadership, Communication, Microsoft Office, PowerPoint, Research, Teaching, Public Speaking, Bloomberg, FactSet, Windows, Mac OS, English, SQL, Photoshop
Education
University of Southern California 2015 — 2017
Master’s Degree, Financial Engineering
University of Southern California 2012 — 2016
Bachelor’s Degree, Industrial & Systems Engineering (Information Systems), GPA: 3.73
Crystal Springs Uplands School 2005 — 2012
Franklin Templeton Investments June 2015 - Present
University of Southern California August 2012 - Present
USC Investment Office January 2015 - May 2015
USC Solar Car August 2014 - May 2015
Skills
Microsoft Excel, Microsoft Word, Leadership, Communication, Microsoft Office, PowerPoint, Research, Teaching, Public Speaking, Bloomberg, FactSet, Windows, Mac OS, English, SQL, Photoshop
Education
University of Southern California 2015 — 2017
Master’s Degree, Financial Engineering
University of Southern California 2012 — 2016
Bachelor’s Degree, Industrial & Systems Engineering (Information Systems), GPA: 3.73
Crystal Springs Uplands School 2005 — 2012
Chris Decker Chris Decker's Franklin Templeton Investments Experience July 2010 - Present
Job Advisor Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 2010 - Present
Skills
Mutual Funds
Education
University of South Florida 2002 — 2006
Bachelor of Science (B.S.), Finance, General
University of South Florida 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Franklin Templeton Investments July 2010 - Present
Skills
Mutual Funds
Education
University of South Florida 2002 — 2006
Bachelor of Science (B.S.), Finance, General
University of South Florida 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Sean Waterman Sean Waterman's Franklin Templeton Investments Experience June 2014 - Present
Job Senior TA Associate at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2014 - Present
Franklin Templeton Investments October 2012 - June 2014
Pardun DeComarmond Investments LLC September 2011 - July 2012
QA Worldwide Company June 2006 - December 2011
Skills
Financial Planning, Portfolio Management, Microsoft Office, Management, Finance, Asset Management, Microsoft Word, Public Speaking, Customer Service, PowerPoint, Social Media, Leadership, Marketing, Sales, Social Media Marketing, Social Networking, Strategic Planning
Education
University of South Florida 2007 — 2012
Bachelor of Science (B.S.), Finance, General
Franklin Templeton Investments June 2014 - Present
Franklin Templeton Investments October 2012 - June 2014
Pardun DeComarmond Investments LLC September 2011 - July 2012
QA Worldwide Company June 2006 - December 2011
Skills
Financial Planning, Portfolio Management, Microsoft Office, Management, Finance, Asset Management, Microsoft Word, Public Speaking, Customer Service, PowerPoint, Social Media, Leadership, Marketing, Sales, Social Media Marketing, Social Networking, Strategic Planning
Education
University of South Florida 2007 — 2012
Bachelor of Science (B.S.), Finance, General
Gina (Gina Henry) Lensky, CPM Gina (Gina Henry) Lensky, CPM's Franklin Templeton Investments Experience December 2004 - February 2007
Job Senior Instructional Designer
Industry Human Resources
Experience
PSCU August 2013 - Present
PSCU June 2013 - August 2013
PSCU June 2010 - June 2013
PSCU May 2007 - June 2010
Franklin Templeton Investments December 2004 - February 2007
Franklin Templeton Investments 2004 - 2007
Wakely and Associates January 2002 - December 2004
Skills
Customer Satisfaction, Blended Learning, Project Management, Instructional Design, Training Facilitation, Instructor-led Training, Training, Captivate, Leadership, Management, Call Centers, CRM, Strategic Planning, Camtasia, Program Management, Visio, Strategy, Employee Training, Cross-functional Team..., ADDIE, Project Planning, Analysis, SnagIt, Needs Analysis, E-Learning, Software Documentation, Learning Management, SharePoint, Training Delivery, Technical Training, Performance Consulting, Adult Education
Education
University of South Florida 1997 — 2000
B.A.
PSCU August 2013 - Present
PSCU June 2013 - August 2013
PSCU June 2010 - June 2013
PSCU May 2007 - June 2010
Franklin Templeton Investments December 2004 - February 2007
Franklin Templeton Investments 2004 - 2007
Wakely and Associates January 2002 - December 2004
Skills
Customer Satisfaction, Blended Learning, Project Management, Instructional Design, Training Facilitation, Instructor-led Training, Training, Captivate, Leadership, Management, Call Centers, CRM, Strategic Planning, Camtasia, Program Management, Visio, Strategy, Employee Training, Cross-functional Team..., ADDIE, Project Planning, Analysis, SnagIt, Needs Analysis, E-Learning, Software Documentation, Learning Management, SharePoint, Training Delivery, Technical Training, Performance Consulting, Adult Education
Education
University of South Florida 1997 — 2000
B.A.
Johan Pacheco Johan Pacheco's Franklin Templeton Investments Experience January 2015 - Present
Job Transfer Agent at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments January 2015 - Present
Franklin Templeton Investments October 2011 - Present
Best Buy October 2007 - October 2011
Skills
Project Management, Microsoft Excel, Employee Training, Customer Service, Traditional IRA, Roth IRA, 403 b, Simple IRA, SEP IRA, 401k, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Leadership
Education
University of South Florida 2008 — 2011
Bachelor of Arts (BA), History
Franklin Templeton Investments January 2015 - Present
Franklin Templeton Investments October 2011 - Present
Best Buy October 2007 - October 2011
Skills
Project Management, Microsoft Excel, Employee Training, Customer Service, Traditional IRA, Roth IRA, 403 b, Simple IRA, SEP IRA, 401k, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Leadership
Education
University of South Florida 2008 — 2011
Bachelor of Arts (BA), History
Brent Pribyl Brent Pribyl's Franklin Templeton Investments Experience 2008 - 2010
Job QA Manager at Technatomy Corporation
Industry Information Technology and Services
Experience
Technatomy Corporation October 2014 - Present
Systems Made Simple, Inc. November 2012 - October 2014
Systems Made Simple, Inc. December 2010 - November 2012
Franklin Templeton Investments 2008 - 2010
Tech USA 2007 - 2008
Skills
Quality Assurance, Software Quality..., Testing, SDLC, Agile Methodologies, Test Planning, SQL, ClearQuest, System Testing, Requirements Analysis, Visio, Software Documentation, Manual Testing, Integration, SharePoint, Requirements Gathering, XML, Scrum, Software Project..., Test Management, Regression Testing, Test Cases, SOA, User Acceptance Testing, Quality Center, Oracle, Systems Analysis, Release Management, Databases, Test Automation, Waterfall, Microsoft SQL Server, QTP, Defect Tracking, Web Services, Web Applications, Performance Testing, Integration Testing, Agile Testing, Unit Testing, CMMI, Selenium, Black Box Testing, Test Strategy, Subversion, Eclipse, Test Execution, JUnit, Agile Project Management, NetBeans
Education
University of South Florida - College of Business Administration 2005 — 2007
Bachelor's degree, Management Information Systems, General, A
Saint Petersburg College 2004 — 2005
Associate of Arts (AA), Business Administration and Management, General
Technatomy Corporation October 2014 - Present
Systems Made Simple, Inc. November 2012 - October 2014
Systems Made Simple, Inc. December 2010 - November 2012
Franklin Templeton Investments 2008 - 2010
Tech USA 2007 - 2008
Skills
Quality Assurance, Software Quality..., Testing, SDLC, Agile Methodologies, Test Planning, SQL, ClearQuest, System Testing, Requirements Analysis, Visio, Software Documentation, Manual Testing, Integration, SharePoint, Requirements Gathering, XML, Scrum, Software Project..., Test Management, Regression Testing, Test Cases, SOA, User Acceptance Testing, Quality Center, Oracle, Systems Analysis, Release Management, Databases, Test Automation, Waterfall, Microsoft SQL Server, QTP, Defect Tracking, Web Services, Web Applications, Performance Testing, Integration Testing, Agile Testing, Unit Testing, CMMI, Selenium, Black Box Testing, Test Strategy, Subversion, Eclipse, Test Execution, JUnit, Agile Project Management, NetBeans
Education
University of South Florida - College of Business Administration 2005 — 2007
Bachelor's degree, Management Information Systems, General, A
Saint Petersburg College 2004 — 2005
Associate of Arts (AA), Business Administration and Management, General
Skip Stallings, CFA Skip Stallings, CFA's Franklin Templeton Investments Experience February 2008 - Present
Job Assistant Treasurer at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments February 2008 - Present
Franklin Templeton Investments July 2006 - February 2008
Franklin Templeton Investments July 2000 - July 2006
Skills
Corporate Finance, Investments, Treasury, Investor Relations, Portfolio Management, Hedge Funds, Valuation, Mergers & Acquisitions, Financial Modeling, Fixed Income, Cash Management, Due Diligence, Financial Analysis, Capital Markets, Asset Management, Alternative Investments, Private Equity, Finance
Education
University of Southern California 1996 — 2000
BS, Finance
Franklin Templeton Investments February 2008 - Present
Franklin Templeton Investments July 2006 - February 2008
Franklin Templeton Investments July 2000 - July 2006
Skills
Corporate Finance, Investments, Treasury, Investor Relations, Portfolio Management, Hedge Funds, Valuation, Mergers & Acquisitions, Financial Modeling, Fixed Income, Cash Management, Due Diligence, Financial Analysis, Capital Markets, Asset Management, Alternative Investments, Private Equity, Finance
Education
University of Southern California 1996 — 2000
BS, Finance
Sandy Juliano Sandy Juliano's Franklin Templeton Investments Experience September 1998 - September 1999
Job 1st
Industry Financial Services
Experience
Frankilin Templeton Investments September 2013 - Present
Transamerica Fund Services February 2004 - March 2013
collegiate risk management January 2000 - January 2002
Franklin Templeton Investments September 1998 - September 1999
Skills
Problem Solving, Customer Service, Customer relations, Relating to and..., Phone Skills, Data entry, Data Entry, Microsoft Excel, Outlook, Telephone Skills, Motivated self-starter, Mutual Funds, Training, Customer Satisfaction, Management, Sales, Keen Listener, SharePoint, PowerPoint, Microsoft Office, Microsoft Word, Process Improvement, Windows, Time Management, Accounting, Communication Skills, Insurance, Investments
Education
University of South Florida 1982 — 1984
Bachelor of Arts, Speech Communication and Rhetoric
SPJC 1979 — 1982
AA Degree, General Studies
Frankilin Templeton Investments September 2013 - Present
Transamerica Fund Services February 2004 - March 2013
collegiate risk management January 2000 - January 2002
Franklin Templeton Investments September 1998 - September 1999
Skills
Problem Solving, Customer Service, Customer relations, Relating to and..., Phone Skills, Data entry, Data Entry, Microsoft Excel, Outlook, Telephone Skills, Motivated self-starter, Mutual Funds, Training, Customer Satisfaction, Management, Sales, Keen Listener, SharePoint, PowerPoint, Microsoft Office, Microsoft Word, Process Improvement, Windows, Time Management, Accounting, Communication Skills, Insurance, Investments
Education
University of South Florida 1982 — 1984
Bachelor of Arts, Speech Communication and Rhetoric
SPJC 1979 — 1982
AA Degree, General Studies
LaTonya Hill LaTonya Hill's Franklin Templeton Investments Experience 1997 - 2000
Job English Teacher at Pinellas County Schools
Industry Education Management
Experience
Pinellas County Schools Legal Transfers AssociateFranklin Templeton1997 - 2001
Franklin Templeton Investments 1997 - 2000
Education
University of South Florida 2002 — 2004
B.A., English
SPC 1992 — 1994
A.A., English
Pinellas County Schools Legal Transfers AssociateFranklin Templeton1997 - 2001
Franklin Templeton Investments 1997 - 2000
Education
University of South Florida 2002 — 2004
B.A., English
SPC 1992 — 1994
A.A., English
Bob Whiting Bob Whiting's Franklin Templeton Investments Experience December 1993 - Present
Job Senior Advisor Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 1993 - Present
Skills
Series 63, Investment Strategies, Separately Managed..., Asset Allocation, Mutual Funds, Investments, Sales, Series 7, Asset Management, Wealth Management, Equities, Retirement Planning, Fixed Income, Portfolio Management, Investment Advisory
Education
University of South Florida 1990 — 1993
Bachelor of Science (BS), Finance, General
Franklin Templeton Investments December 1993 - Present
Skills
Series 63, Investment Strategies, Separately Managed..., Asset Allocation, Mutual Funds, Investments, Sales, Series 7, Asset Management, Wealth Management, Equities, Retirement Planning, Fixed Income, Portfolio Management, Investment Advisory
Education
University of South Florida 1990 — 1993
Bachelor of Science (BS), Finance, General
Thania McCulloch's Franklin Templeton Investments Experience September 2005 - July 2007
Job Marketing Consultant at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo September 2010 - Present
QSecure July 2007 - November 2008
Charles Schwab July 2006 - July 2007
Franklin Templeton Investments September 2005 - July 2007
Providian Financial June 2004 - September 2005
PeopleSoft November 2001 - June 2004
Charles Schwab February 2000 - November 2001
Visa January 1998 - February 2000
Bank of America June 1996 - January 1998
EvansGroup Advertising Agency June 1995 - June 1996
Skills
Lead Generation, Online Advertising, Email Marketing, Advertising, SEO, Event Management, E-commerce, Direct Marketing, Market Research, Marketing Strategy, Integrated Marketing, Marketing Communications, Brand Management, Product Marketing, Business Development, Product Management, Social Media Marketing, Digital Marketing, Product Development, Marketing
Education
University of Southern California
BA
Wells Fargo September 2010 - Present
QSecure July 2007 - November 2008
Charles Schwab July 2006 - July 2007
Franklin Templeton Investments September 2005 - July 2007
Providian Financial June 2004 - September 2005
PeopleSoft November 2001 - June 2004
Charles Schwab February 2000 - November 2001
Visa January 1998 - February 2000
Bank of America June 1996 - January 1998
EvansGroup Advertising Agency June 1995 - June 1996
Skills
Lead Generation, Online Advertising, Email Marketing, Advertising, SEO, Event Management, E-commerce, Direct Marketing, Market Research, Marketing Strategy, Integrated Marketing, Marketing Communications, Brand Management, Product Marketing, Business Development, Product Management, Social Media Marketing, Digital Marketing, Product Development, Marketing
Education
University of Southern California
BA
Diane Herrington Diane Herrington's Franklin Templeton Investments Experience January 2008 - Present
Job Administrative Assistant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments January 2008 - Present
Skills
Outlook, Office Management, Spreadsheets, Microsoft Excel, Microsoft Office, PowerPoint, Access, Administrative..., Customer Service, Lotus Notes, Microsoft Word, PeopleSoft
Education
University of South Florida 1982 — 1989
Bachelor's degree, Business Administration, Management and Operations
Franklin Templeton Investments January 2008 - Present
Skills
Outlook, Office Management, Spreadsheets, Microsoft Excel, Microsoft Office, PowerPoint, Access, Administrative..., Customer Service, Lotus Notes, Microsoft Word, PeopleSoft
Education
University of South Florida 1982 — 1989
Bachelor's degree, Business Administration, Management and Operations
Lori Brisbois's Franklin Templeton Investments Experience July 1999 - February 2000
Job Vice President at InvestCloud LLC
Industry Information Technology and Services
Experience
InvestCloud LLC June 2013 - Present
LightPort, Inc. October 2000 - June 2013
Raymond James & Co. April 2000 - October 2000
Franklin Templeton Investments July 1999 - February 2000
Franklin Templeton Investments July 1998 - July 1999
Skills
Portfolio Management, Relationship Management, Relationship..., Sales, Salesforce.com, SaaS, Customer-facing, Customer Satisfaction, Sales Growth, Strategic Partnerships, Partner Management, Sales Execution, C-Level Sales Experience, Product Demonstration, Financial Services, Sales Process, Solution Selling, Management, Cloud Computing, Asset Management, B2B, Business Development, C Level Selling, Consulting, Disaster Recovery, Executive Management, Finance, Lead Generation, Leadership, Start-ups
Education
University of South Florida College of Arts and Sciences 1996 — 1998
Bachelor's Degree, 3.8
University of South Florida
Bachelor's degree, Women's Studies
InvestCloud LLC June 2013 - Present
LightPort, Inc. October 2000 - June 2013
Raymond James & Co. April 2000 - October 2000
Franklin Templeton Investments July 1999 - February 2000
Franklin Templeton Investments July 1998 - July 1999
Skills
Portfolio Management, Relationship Management, Relationship..., Sales, Salesforce.com, SaaS, Customer-facing, Customer Satisfaction, Sales Growth, Strategic Partnerships, Partner Management, Sales Execution, C-Level Sales Experience, Product Demonstration, Financial Services, Sales Process, Solution Selling, Management, Cloud Computing, Asset Management, B2B, Business Development, C Level Selling, Consulting, Disaster Recovery, Executive Management, Finance, Lead Generation, Leadership, Start-ups
Education
University of South Florida College of Arts and Sciences 1996 — 1998
Bachelor's Degree, 3.8
University of South Florida
Bachelor's degree, Women's Studies
Manohar Mallineni's Franklin Templeton Investments Experience October 2013 - July 2015
Job Seeking Summer Internship / Data Analytics
Industry Information Technology and Services
Experience
Franklin Templeton Investments October 2013 - July 2015
Franklin Templeton Investments June 2012 - September 2013
Skills
Active Directory, Microsoft Lync, Lync Server 2010, Lync Recording Solution, SCOM, Lync Server 2013
Education
University of South Florida 2015 — 2016
Master's degree, Management Information Systems, General
VNR Vignana Jyothi College of Engineering and Technology 2008 — 2012
Bachelor of Technology (B.Tech.), Electronics and communication Engineering
Sri Chaitanya College 2006 — 2008
Maths Physics Chemistry
Viswavani Public School 2003 — 2006
Franklin Templeton Investments October 2013 - July 2015
Franklin Templeton Investments June 2012 - September 2013
Skills
Active Directory, Microsoft Lync, Lync Server 2010, Lync Recording Solution, SCOM, Lync Server 2013
Education
University of South Florida 2015 — 2016
Master's degree, Management Information Systems, General
VNR Vignana Jyothi College of Engineering and Technology 2008 — 2012
Bachelor of Technology (B.Tech.), Electronics and communication Engineering
Sri Chaitanya College 2006 — 2008
Maths Physics Chemistry
Viswavani Public School 2003 — 2006
Pete Pecci Pete Pecci's Franklin Templeton Investments Experience March 1993 - February 2002
Job Registered Principal, Personal Financial Advisor at Money Armour, LLC.
Industry Financial Services
Experience
Money Armour, LLC. May 2015 - Present
Vertical Capital Markets Group, LLC January 2015 - May 2015
Kovack Securities October 2010 - November 2014
Investacorp, Inc. February 2007 - July 2010
SunTrust Investment Services June 2003 - January 2007
Bank of America March 2002 - June 2003
Franklin Templeton Investments March 1993 - February 2002
Skills
Series 6, 7, 24, 63, 65..., Mutual Funds, Investments, Series 7, Alternative Investments, Wealth Management, Series 63, Investment Advisory, Asset Management, Securities, Retirement Planning
Education
University of South Florida 1988 — 1993
Bachelor of Science (B.S.), Finance, General
Money Armour, LLC. May 2015 - Present
Vertical Capital Markets Group, LLC January 2015 - May 2015
Kovack Securities October 2010 - November 2014
Investacorp, Inc. February 2007 - July 2010
SunTrust Investment Services June 2003 - January 2007
Bank of America March 2002 - June 2003
Franklin Templeton Investments March 1993 - February 2002
Skills
Series 6, 7, 24, 63, 65..., Mutual Funds, Investments, Series 7, Alternative Investments, Wealth Management, Series 63, Investment Advisory, Asset Management, Securities, Retirement Planning
Education
University of South Florida 1988 — 1993
Bachelor of Science (B.S.), Finance, General
Suzanne Wilson Suzanne Wilson's Franklin Templeton Investments Experience May 1998 - December 2001
Job Customer Professional
Industry Higher Education
Experience
HSN September 2014 - Present
St. Petersburg College September 1997 - Present
Tampa Bay Times - Times Publishing Co January 2011 - May 2013
VCC 2006 - 2008
McDonald's Corporation July 2002 - February 2007
Franklin Templeton Investments May 1998 - December 2001
Capital One February 1997 - May 1999
Skills
Microsoft Office, PowerPoint, Research, Public Speaking, Community Outreach, Teaching, Microsoft Word, Editing, Higher Education, Microsoft Excel, Statistics, Critical Thinking, SPSS, Spanish, Event Planning, Access, Time Management, Data Analysis, Creative Writing, Customer Service, Teamwork, Fundraising, Data Entry, Leadership, Social Networking, Technical Writing, Grant Writing, Outlook, Tutoring, Administration, English, Facebook, Social Media, Analysis, Student Affairs, Nonprofits
Education
Saint Petersburg College 1998 — 2017
Legal Assistant/Paralegal
University of South Florida 1996 — 1998
Northside Christian 1993 — 1996
HSN September 2014 - Present
St. Petersburg College September 1997 - Present
Tampa Bay Times - Times Publishing Co January 2011 - May 2013
VCC 2006 - 2008
McDonald's Corporation July 2002 - February 2007
Franklin Templeton Investments May 1998 - December 2001
Capital One February 1997 - May 1999
Skills
Microsoft Office, PowerPoint, Research, Public Speaking, Community Outreach, Teaching, Microsoft Word, Editing, Higher Education, Microsoft Excel, Statistics, Critical Thinking, SPSS, Spanish, Event Planning, Access, Time Management, Data Analysis, Creative Writing, Customer Service, Teamwork, Fundraising, Data Entry, Leadership, Social Networking, Technical Writing, Grant Writing, Outlook, Tutoring, Administration, English, Facebook, Social Media, Analysis, Student Affairs, Nonprofits
Education
Saint Petersburg College 1998 — 2017
Legal Assistant/Paralegal
University of South Florida 1996 — 1998
Northside Christian 1993 — 1996
Jake Zeitler Jake Zeitler's Franklin Templeton Investments Experience December 2007 - December 2013
Job Regional Vice President FL & GA at Van Eck Global
Industry Financial Services
Experience
Van Eck Global December 2013 - Present
Franklin Templeton Investments December 2007 - December 2013
Franklin Templeton Investments December 2007 - March 2009
Skills
Series 63, Series 7, Mutual Funds, Asset Management, Asset Allocation, Investments, Separately Managed..., Retirement Planning, Investment Strategies, Financial Advisory, FINRA, Wealth Management, 401k, Financial Services, Relationship Management, Financial Planners, Wholesale, Securities
Education
University of South Florida
Bachelor of science, Marketing
Van Eck Global December 2013 - Present
Franklin Templeton Investments December 2007 - December 2013
Franklin Templeton Investments December 2007 - March 2009
Skills
Series 63, Series 7, Mutual Funds, Asset Management, Asset Allocation, Investments, Separately Managed..., Retirement Planning, Investment Strategies, Financial Advisory, FINRA, Wealth Management, 401k, Financial Services, Relationship Management, Financial Planners, Wholesale, Securities
Education
University of South Florida
Bachelor of science, Marketing
Larry Anchel Larry Anchel's Franklin Templeton Investments Experience May 1997 - July 2002
Job Product Manager at iCan Benefit Group
Industry Financial Services
Experience
iCan Benefit Group May 2015 - Present
Arthur J. Gallagher & Co. September 2013 - April 2015
Peachtree Financial Solutions June 2006 - September 2013
HealthPlan Services May 2004 - June 2006
AXA Advisors July 2002 - May 2004
Franklin Templeton Investments May 1997 - July 2002
Skills
Finance, Financial Analysis, Financial Services, Insurance, Management, Investments, Strategic Financial..., Financial Modeling, Due Diligence, Portfolio Management, Leadership, Employee Benefits, Project Management, Mutual Funds, Strategy, Financial Risk, Trend Analysis, Life Insurance, Microsoft Excel, Life Settlements, Pricing, Pricing Analysis, Analysis, Product Management, Product Development, Product Marketing, Financial Planning
Education
University of South Florida
Bachelor of Science (B.S.), Marketing
iCan Benefit Group May 2015 - Present
Arthur J. Gallagher & Co. September 2013 - April 2015
Peachtree Financial Solutions June 2006 - September 2013
HealthPlan Services May 2004 - June 2006
AXA Advisors July 2002 - May 2004
Franklin Templeton Investments May 1997 - July 2002
Skills
Finance, Financial Analysis, Financial Services, Insurance, Management, Investments, Strategic Financial..., Financial Modeling, Due Diligence, Portfolio Management, Leadership, Employee Benefits, Project Management, Mutual Funds, Strategy, Financial Risk, Trend Analysis, Life Insurance, Microsoft Excel, Life Settlements, Pricing, Pricing Analysis, Analysis, Product Management, Product Development, Product Marketing, Financial Planning
Education
University of South Florida
Bachelor of Science (B.S.), Marketing
Mary Lou Jones Mary Lou Jones's Franklin Templeton Investments Experience September 2012 - Present
Job Sales Trainer at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 2012 - Present
Franklin Templeton Investments September 2005 - September 2012
Skills
Employee Benefits, Process Improvement, FINRA, Strategic Planning, Investments, Mutual Funds, Strategic Financial..., Insurance, Finance, Risk Management, Retirement Planning, Series 6, Wealth Management, Financial Services, Relationship Management, Customer Service, Financial Planning, Sales
Education
University of South Florida
BS, Finance
Franklin Templeton Investments September 2012 - Present
Franklin Templeton Investments September 2005 - September 2012
Skills
Employee Benefits, Process Improvement, FINRA, Strategic Planning, Investments, Mutual Funds, Strategic Financial..., Insurance, Finance, Risk Management, Retirement Planning, Series 6, Wealth Management, Financial Services, Relationship Management, Customer Service, Financial Planning, Sales
Education
University of South Florida
BS, Finance
Sean Swager's Franklin Templeton Investments Experience December 2008 - Present
Job Advisor Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2008 - Present
Skills
Series 6, Series 63, Mutual Funds, IRAs, 529 Plans, 401k, Separately Managed..., Series 7, Financial Advisory, Asset Allocation, Investment Management, Investments, Retirement Planning, Wealth Management, Alternative Investments, Investment Strategies, Investment Advisory, Uniform Combined State..., Retirement, Securities, FINRA, ETFs, Series 24, Asset Management, Fixed Income, Portfolio Management, Series 65, Fixed Annuities, Variable Annuities, Financial Services, Equities, Hedge Funds, Wealth Management..., Strategic Financial..., Financial Planners, Retirement Plan..., Certified Financial..., Life Insurance, High Net Worth..., Pensions, Estate Planning, Qualified Retirement..., Bloomberg, Finance, Wealth Accumulation, Wealth, Financial Analysis, Derivatives, Bonds, Financial Modeling
Education
University of South Florida 2003 — 2007
Bachelor of Science (B.S.), Economics
Franklin Templeton Investments December 2008 - Present
Skills
Series 6, Series 63, Mutual Funds, IRAs, 529 Plans, 401k, Separately Managed..., Series 7, Financial Advisory, Asset Allocation, Investment Management, Investments, Retirement Planning, Wealth Management, Alternative Investments, Investment Strategies, Investment Advisory, Uniform Combined State..., Retirement, Securities, FINRA, ETFs, Series 24, Asset Management, Fixed Income, Portfolio Management, Series 65, Fixed Annuities, Variable Annuities, Financial Services, Equities, Hedge Funds, Wealth Management..., Strategic Financial..., Financial Planners, Retirement Plan..., Certified Financial..., Life Insurance, High Net Worth..., Pensions, Estate Planning, Qualified Retirement..., Bloomberg, Finance, Wealth Accumulation, Wealth, Financial Analysis, Derivatives, Bonds, Financial Modeling
Education
University of South Florida 2003 — 2007
Bachelor of Science (B.S.), Economics
Karen Radchenko Karen Radchenko's Franklin Templeton Investments Experience January 2014 - Present
Job Project Management
Industry Information Services
Experience
Franklin Templeton Investments January 2014 - Present
Consulting Within Reach 2009 - 2011
PGSP-Stanford Psy.D. Consortium 2004 - 2006
Hewlett-Packard 1997 - 2000
ACTR 1993 - 1996
Skills
Project Management, Microsoft Office, QuickBooks, ADP Payroll, Payroll Taxes, Salesforce.com, Training, Program Management, Nonprofits, Budgets, Human Resources, Outlook, Management, Sales, Administrative..., Customer Service, Account Management, Public Speaking
Education
USC
Bachelor of Arts (BA), Political Science and Russian
Franklin Templeton Investments January 2014 - Present
Consulting Within Reach 2009 - 2011
PGSP-Stanford Psy.D. Consortium 2004 - 2006
Hewlett-Packard 1997 - 2000
ACTR 1993 - 1996
Skills
Project Management, Microsoft Office, QuickBooks, ADP Payroll, Payroll Taxes, Salesforce.com, Training, Program Management, Nonprofits, Budgets, Human Resources, Outlook, Management, Sales, Administrative..., Customer Service, Account Management, Public Speaking
Education
USC
Bachelor of Arts (BA), Political Science and Russian
Jessica Ford's Franklin Templeton Investments Experience November 2007 - November 2013
Job Regional Vice President Van Eck Global | Market Vectors ETFs
Industry Financial Services
Experience
Van Eck Global Market Vectors ETFs November 2013 - Present
Franklin Templeton Investments November 2007 - November 2013
Skills
Mutual Funds, Investments, Equities, Series 7, Asset Allocation, Business Analysis, Asset Management, Investment Strategies, Alternative Investments, Fixed Income, Financial Services, Wealth Management, Portfolio Management
Education
University of South Florida 2003 — 2007
Bachelor of Science (B.S.), Finance
Van Eck Global Market Vectors ETFs November 2013 - Present
Franklin Templeton Investments November 2007 - November 2013
Skills
Mutual Funds, Investments, Equities, Series 7, Asset Allocation, Business Analysis, Asset Management, Investment Strategies, Alternative Investments, Fixed Income, Financial Services, Wealth Management, Portfolio Management
Education
University of South Florida 2003 — 2007
Bachelor of Science (B.S.), Finance
Robert Weaver, CISSP Robert Weaver, CISSP's Franklin Templeton Investments Experience July 1997 - October 2013
Job GRC Archer Consultant
Industry Financial Services
Experience
GRC Archer Consultant October 2013 - Present
Franklin Templeton Investments July 1997 - October 2013
Skills
IT GRC, Risk Management, Information Security, CISSP, Business Continuity, Disaster Recovery, SDLC, Vendor Management, Information Security..., IT Audit, Threat & Vulnerability..., Archer Certified...
Education
University of South Florida
Bachelor of Science (BS), Management Information Systems
GRC Archer Consultant October 2013 - Present
Franklin Templeton Investments July 1997 - October 2013
Skills
IT GRC, Risk Management, Information Security, CISSP, Business Continuity, Disaster Recovery, SDLC, Vendor Management, Information Security..., IT Audit, Threat & Vulnerability..., Archer Certified...
Education
University of South Florida
Bachelor of Science (BS), Management Information Systems
Paul Peterson, CPA, CGMA Paul Peterson, CPA, CGMA's Franklin Templeton Investments Experience May 2007 - August 2007
Job Manager Global Finance Financial Analysis at Sykes
Industry Accounting
Experience
Sykes Enterprises, Inc. October 2015 - Present
Sykes June 2013 - October 2015
Sykes May 2009 - May 2013
Entegra Power Group May 2008 - September 2008
Franklin Templeton Investments May 2007 - August 2007
Space Coast Credit Union May 2006 - August 2006
Skills
Accounting, Financial Analysis, Management, Microsoft Excel, Financial Reporting, Financial Planning, CPA, Customer Service, Financial Accounting, Leadership
Education
University of South Florida - College of Business Administration 2005 — 2009
B.A., Accounting
University of South Florida - College of Business Administration 2005 — 2009
B.S., Finance
Sykes Enterprises, Inc. October 2015 - Present
Sykes June 2013 - October 2015
Sykes May 2009 - May 2013
Entegra Power Group May 2008 - September 2008
Franklin Templeton Investments May 2007 - August 2007
Space Coast Credit Union May 2006 - August 2006
Skills
Accounting, Financial Analysis, Management, Microsoft Excel, Financial Reporting, Financial Planning, CPA, Customer Service, Financial Accounting, Leadership
Education
University of South Florida - College of Business Administration 2005 — 2009
B.A., Accounting
University of South Florida - College of Business Administration 2005 — 2009
B.S., Finance
Samir Abrahani, CPA Samir Abrahani, CPA's Franklin Templeton Investments Experience June 2006 - September 2006
Job Senior Analyst Business Operations Support at Verizon Business
Industry Accounting
Experience
Verizon Business October 2011 - Present
Verizon June 2010 - October 2011
Gevity HR September 2006 - September 2008
Franklin Templeton Investments June 2006 - September 2006
Terra Construction March 2005 - December 2005
Bisk Education September 2002 - September 2004
Skills
Financial Modeling, Budgets, Finance, Process Improvement, Variance Analysis
Education
University of South Florida 2008 — 2010
Masters, Accounting
University of South Florida 2000 — 2005
Bachelors, Finance
IES
Verizon Business October 2011 - Present
Verizon June 2010 - October 2011
Gevity HR September 2006 - September 2008
Franklin Templeton Investments June 2006 - September 2006
Terra Construction March 2005 - December 2005
Bisk Education September 2002 - September 2004
Skills
Financial Modeling, Budgets, Finance, Process Improvement, Variance Analysis
Education
University of South Florida 2008 — 2010
Masters, Accounting
University of South Florida 2000 — 2005
Bachelors, Finance
IES
Tyler Hengstebeck Tyler Hengstebeck's Franklin Templeton Investments Experience July 2015 - Present
Job Inside Sales at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 2015 - Present
Loop, LLC January 2014 - February 2015
SRT Supply 2010 - November 2012
Skills
Marketing, Customer Service, Management, Photoshop, Illustrator, After Effects, Microsoft Excel, Social Networking, Teamwork, Time Management, Sales, Microsoft Office, Team Building, Finance, Communication, Analysis, Business, Data Analysis, English, Leadership, PowerPoint, Public Speaking, Social Media, Strategic Planning, Negotiation
Education
University of South Florida 2009 — 2013
Bachelor of Science (BS), Finance, Graduated Cum Laude
Franklin Templeton Investments July 2015 - Present
Loop, LLC January 2014 - February 2015
SRT Supply 2010 - November 2012
Skills
Marketing, Customer Service, Management, Photoshop, Illustrator, After Effects, Microsoft Excel, Social Networking, Teamwork, Time Management, Sales, Microsoft Office, Team Building, Finance, Communication, Analysis, Business, Data Analysis, English, Leadership, PowerPoint, Public Speaking, Social Media, Strategic Planning, Negotiation
Education
University of South Florida 2009 — 2013
Bachelor of Science (BS), Finance, Graduated Cum Laude
Linda Cobelo's Franklin Templeton Investments Experience VP, Key Accounts ManagerFranklin Templeton2001 - Present
Job Vice President, Key Accounts Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments VP, Key Accounts ManagerFranklin Templeton2001 - Present
Education
Mary Washington College
BS, Business Admin
University of South Florida
MBA, Finance, IS
Franklin Templeton Investments VP, Key Accounts ManagerFranklin Templeton2001 - Present
Education
Mary Washington College
BS, Business Admin
University of South Florida
MBA, Finance, IS
Scott Boney's Franklin Templeton Investments Experience June 2010 - Present
Job Associate Project Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2010 - Present
Franklin Templeton Investments June 2009 - June 2010
Franklin Templeton Investments March 2007 - June 2009
Skills
Process Improvement
Education
University of South Florida 2004 — 2006
Franklin Templeton Investments June 2010 - Present
Franklin Templeton Investments June 2009 - June 2010
Franklin Templeton Investments March 2007 - June 2009
Skills
Process Improvement
Education
University of South Florida 2004 — 2006
Tom Temeyer's Franklin Templeton Investments Experience 1995 - Present
Job Vice President at Franklin Templeton
Industry Financial Services
Experience
Franklin Templeton Investments 1995 - Present
Skills
Mutual Funds, Asset Allocation, Investments, Retirement Planning, Series 63, Separately Managed..., Series 6, Investment Advisory, Wealth Management, Alternative Investments, Securities, Series 7, 401k, Investment Strategies, Strategic Financial..., College Savings Plans, CIMA
Education
University of South Florida 1992 — 1994
Bachelor of Arts (B.A.), Political Science
Northeast High School 1985 — 1988
Franklin Templeton Investments 1995 - Present
Skills
Mutual Funds, Asset Allocation, Investments, Retirement Planning, Series 63, Separately Managed..., Series 6, Investment Advisory, Wealth Management, Alternative Investments, Securities, Series 7, 401k, Investment Strategies, Strategic Financial..., College Savings Plans, CIMA
Education
University of South Florida 1992 — 1994
Bachelor of Arts (B.A.), Political Science
Northeast High School 1985 — 1988
Karina Westfall's Franklin Templeton Investments Experience July 2005 - September 2006
Job Marketing Financial Analyst at Highmark
Industry Insurance
Experience
Highmark Inc. July 2011 - Present
Hyatt Vacation Ownership, Inc. October 2006 - October 2008
Franklin Templeton Investments July 2005 - September 2006
Verizon Information Services 2002 - 2003
Reynolds Associates, Inc. August 1992 - March 2002
Skills
Market Research, Data Analysis, Audience Segmentation, Direct Marketing, Budgets, Management, Event Planning, Marketing, Forecasting, Finance, Financial Modeling, Event Management, Project Management, Business Strategy, Business Analysis, Account Management
Education
University of South Florida 2003 — 2006
BA & BS, Marketing, Finance
Highmark Inc. July 2011 - Present
Hyatt Vacation Ownership, Inc. October 2006 - October 2008
Franklin Templeton Investments July 2005 - September 2006
Verizon Information Services 2002 - 2003
Reynolds Associates, Inc. August 1992 - March 2002
Skills
Market Research, Data Analysis, Audience Segmentation, Direct Marketing, Budgets, Management, Event Planning, Marketing, Forecasting, Finance, Financial Modeling, Event Management, Project Management, Business Strategy, Business Analysis, Account Management
Education
University of South Florida 2003 — 2006
BA & BS, Marketing, Finance
Brian Hetherton's Franklin Templeton Investments Experience December 2010 - April 2012
Job Processor at Transamerica
Industry Insurance
Experience
Transamerica November 2013 - Present
Carillon Sports and Family Medicine May 2012 - July 2013
Franklin Templeton Investments December 2010 - April 2012
Carillon Sports & Family Medicine August 2007 - April 2010
Boys & Girls Club May 2007 - August 2007
WorkNet Pinellas May 2006 - August 2006
Skills
Microsoft Excel, Marketing, Microsoft Word, Office Management, Public Speaking, Account Reconciliation, Mutual Funds, Project Planning, Databases, Asset Management, Investments, Equities
Education
University of South Florida 2007 — 2010
Bachelor degree, Business Management
St. Petersburg Collegiate HS 2004 — 2007
Accounting Associates
Transamerica November 2013 - Present
Carillon Sports and Family Medicine May 2012 - July 2013
Franklin Templeton Investments December 2010 - April 2012
Carillon Sports & Family Medicine August 2007 - April 2010
Boys & Girls Club May 2007 - August 2007
WorkNet Pinellas May 2006 - August 2006
Skills
Microsoft Excel, Marketing, Microsoft Word, Office Management, Public Speaking, Account Reconciliation, Mutual Funds, Project Planning, Databases, Asset Management, Investments, Equities
Education
University of South Florida 2007 — 2010
Bachelor degree, Business Management
St. Petersburg Collegiate HS 2004 — 2007
Accounting Associates
Anna Thrombley's Franklin Templeton Investments Experience April 2001 - December 2003
Job Manager, SecurityPoint Media
Industry Marketing and Advertising
Experience
SecurityPoint Media LLC 2011 - Present
First Community Bank of America August 2007 - June 2011
Synovus Bank February 2006 - August 2007
BMO Harris (FKA M&I Bank) May 2005 - February 2006
Bank of America December 2003 - May 2005
Franklin Templeton Investments April 2001 - December 2003
Barnett Bank of Pasco & Barnett Bank of the Suncoast 1986 - 1998
Skills
Human Resources, Risk Management, Financial Analysis, Employee Benefits, Banking, Loans, Employee Relations, Talent Acquisition, Credit, Onboarding, Employee Engagement, Performance Management, Talent Management, Succession Planning, Workforce Planning, Training, Benefits Administration
Education
University of South Florida
BA, Finance
University of South Florida
Bachelor of Arts, Finance
SecurityPoint Media LLC 2011 - Present
First Community Bank of America August 2007 - June 2011
Synovus Bank February 2006 - August 2007
BMO Harris (FKA M&I Bank) May 2005 - February 2006
Bank of America December 2003 - May 2005
Franklin Templeton Investments April 2001 - December 2003
Barnett Bank of Pasco & Barnett Bank of the Suncoast 1986 - 1998
Skills
Human Resources, Risk Management, Financial Analysis, Employee Benefits, Banking, Loans, Employee Relations, Talent Acquisition, Credit, Onboarding, Employee Engagement, Performance Management, Talent Management, Succession Planning, Workforce Planning, Training, Benefits Administration
Education
University of South Florida
BA, Finance
University of South Florida
Bachelor of Arts, Finance
Audra Ward Dishman's Franklin Templeton Investments Experience October 2012 - Present
Job Corporate Actions Manager at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments October 2012 - Present
Franklin Templeton Investments November 2003 - September 2012
Franklin Templeton Investments August 2000 - October 2003
Franklin Templeton Investments May 1994 - August 1998
Skills
Fund Accounting, Mutual Funds, Corporate Actions, Investments, Fund Administration
Education
University of South Florida 1987 — 1990
B.S., Accounting
Franklin Templeton Investments October 2012 - Present
Franklin Templeton Investments November 2003 - September 2012
Franklin Templeton Investments August 2000 - October 2003
Franklin Templeton Investments May 1994 - August 1998
Skills
Fund Accounting, Mutual Funds, Corporate Actions, Investments, Fund Administration
Education
University of South Florida 1987 — 1990
B.S., Accounting
Lewis Hagerman's Franklin Templeton Investments Experience October 2005 - July 2006
Job Operations Manager, Retail at Charlotte Hornets
Industry Sports
Experience
Charlotte Hornets September 2012 - Present
Orlando Predators February 2012 - August 2012
Orlando Magic July 2006 - December 2011
Franklin Templeton Investments October 2005 - July 2006
The Sports Authority July 2003 - July 2004
The Sports Authority March 2000 - March 2002
Skills
Merchandising, Retail, Inventory Management, Sales, Marketing, Event Management, Customer Service, Budgets, Purchasing, Visual Merchandising, Event Planning, Social Media, Process Scheduler, PowerPoint, Management, Microsoft Office, Product Development, Apparel, Microsoft Excel, Recruiting, Sports Marketing, Hospitality, Sales Management, Sports, Brand Development, Social Networking, Sponsorship, Training
Education
University of South Florida 1999 — 2005
B.A, Interpersonal and Organizational Communications
Charlotte Hornets September 2012 - Present
Orlando Predators February 2012 - August 2012
Orlando Magic July 2006 - December 2011
Franklin Templeton Investments October 2005 - July 2006
The Sports Authority July 2003 - July 2004
The Sports Authority March 2000 - March 2002
Skills
Merchandising, Retail, Inventory Management, Sales, Marketing, Event Management, Customer Service, Budgets, Purchasing, Visual Merchandising, Event Planning, Social Media, Process Scheduler, PowerPoint, Management, Microsoft Office, Product Development, Apparel, Microsoft Excel, Recruiting, Sports Marketing, Hospitality, Sales Management, Sports, Brand Development, Social Networking, Sponsorship, Training
Education
University of South Florida 1999 — 2005
B.A, Interpersonal and Organizational Communications
CORY CAMPANA's Franklin Templeton Investments Experience 2006 - 2007
Job Stock Trader at Self Employed
Industry Financial Services
Experience
Self Employed 2010 - Present
Raymond James 2008 - 2010
Raymond James Financial Inc. 2007 - 2008
Franklin Templeton Investments 2006 - 2007
The Legend Group 2005 - 2006
Skills
Developing New Clients, Purchasing Stocks, Analysis, Troubleshooting, New Program Launches, Testing for Quality, Providing Support to..., Working with Outside..., Project Management, Presentations, Research, Market Monitoring, Building Relationships, Teamwork, implementing new..., Establishing Processes, Microsoft Office, FiServ APL
Education
University of South Florida - College of Business Administration 2000 — 2004
Bachelor of Business Administration (BBA), Economics
Self Employed 2010 - Present
Raymond James 2008 - 2010
Raymond James Financial Inc. 2007 - 2008
Franklin Templeton Investments 2006 - 2007
The Legend Group 2005 - 2006
Skills
Developing New Clients, Purchasing Stocks, Analysis, Troubleshooting, New Program Launches, Testing for Quality, Providing Support to..., Working with Outside..., Project Management, Presentations, Research, Market Monitoring, Building Relationships, Teamwork, implementing new..., Establishing Processes, Microsoft Office, FiServ APL
Education
University of South Florida - College of Business Administration 2000 — 2004
Bachelor of Business Administration (BBA), Economics
Jesse Elliott's Franklin Templeton Investments Experience June 2005 - Present
Job Senior Associate at Franklin Templeton Group
Industry Financial Services
Experience
Franklin Templeton Investments June 2005 - Present
2004-2005 School District of Hillsborough County October 2004 - June 2005
SunTrust Bank January 2001 - January 2004
Education
University of South Florida
B.A, History
Franklin Templeton Investments June 2005 - Present
2004-2005 School District of Hillsborough County October 2004 - June 2005
SunTrust Bank January 2001 - January 2004
Education
University of South Florida
B.A, History
Bob Matala, CIMA®'s Franklin Templeton Investments Experience April 1997 - October 2005
Job Vice President Regional Wealth Consultant, Wealth Management Solutions at Envestnet, Inc
Industry Investment Management
Experience
Envestnet, Inc July 2013 - March 2015
Prudential Investments February 2012 - July 2013
Russell Investment Group June 2006 - December 2010
Russell Investments October 2005 - June 2006
Franklin Templeton Investments April 1997 - October 2005
Skills
Series 7, Wholesaling, CIMA, Series 66, Investment Products, Managed Money, Alternative Investments, Asset Management, ETFs, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Separately Managed..., Series 63, Uniform Combined State..., Wealth
Education
University of South Florida
BS, Finance & Management (dual major)
Envestnet, Inc July 2013 - March 2015
Prudential Investments February 2012 - July 2013
Russell Investment Group June 2006 - December 2010
Russell Investments October 2005 - June 2006
Franklin Templeton Investments April 1997 - October 2005
Skills
Series 7, Wholesaling, CIMA, Series 66, Investment Products, Managed Money, Alternative Investments, Asset Management, ETFs, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Separately Managed..., Series 63, Uniform Combined State..., Wealth
Education
University of South Florida
BS, Finance & Management (dual major)
Nicholas Jett's Franklin Templeton Investments Experience 2006 - 2008
Job Global Operations Manager at BBDO Worldwide
Industry Marketing and Advertising
Experience
BBDO Worldwide 2015 - Present
BBDO Worldwide 2014 - 2015
Allen School of Health Sciences - Online 2012 - 2014
Everest University Online 2009 - 2012
Everest University Online 2009 - 2009
First Command Financial Services 2008 - 2009
Franklin Templeton Investments 2006 - 2008
Skills
Investments, Recruiting, Team Building, Financial Analysis, Management, Finance, Leadership, Strategic Planning, Customer Service, Strategic Financial..., Mutual Funds, Microsoft Office, Financial Advisory, Small Business, Asset Managment, Retirement Planning, Banking, Portfolio Management, Coaching, Analysis, Employee Training, Sales, Asset Management, Strategy, Customer Satisfaction, College Recruiting, Interviews, Business Development, Resume Writing, Human Resources
Education
University of South Florida 2002 — 2006
Bachelor, Finance
BBDO Worldwide 2015 - Present
BBDO Worldwide 2014 - 2015
Allen School of Health Sciences - Online 2012 - 2014
Everest University Online 2009 - 2012
Everest University Online 2009 - 2009
First Command Financial Services 2008 - 2009
Franklin Templeton Investments 2006 - 2008
Skills
Investments, Recruiting, Team Building, Financial Analysis, Management, Finance, Leadership, Strategic Planning, Customer Service, Strategic Financial..., Mutual Funds, Microsoft Office, Financial Advisory, Small Business, Asset Managment, Retirement Planning, Banking, Portfolio Management, Coaching, Analysis, Employee Training, Sales, Asset Management, Strategy, Customer Satisfaction, College Recruiting, Interviews, Business Development, Resume Writing, Human Resources
Education
University of South Florida 2002 — 2006
Bachelor, Finance
brian brenneman's Franklin Templeton Investments Experience
Job vice president at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments
Skills
Mutual Funds, Investments, Retirement Planning, Asset Allocation, Series 7, Portfolio Management, Investment Strategies
Education
University of South Florida
Bachelor of Arts (BA), Finance, General
Franklin Templeton Investments
Skills
Mutual Funds, Investments, Retirement Planning, Asset Allocation, Series 7, Portfolio Management, Investment Strategies
Education
University of South Florida
Bachelor of Arts (BA), Finance, General
John Michael's Franklin Templeton Investments Experience January 1994 - Present
Job Vice President, National Accounts Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments January 1994 - Present
Skills
Mutual Funds, Series 63, Series 7, Asset Allocation, Wealth Management, Asset Management
Education
University of South Florida 1987 — 1989
Bachelor’s Degree, Marketing
Franklin Templeton Investments January 1994 - Present
Skills
Mutual Funds, Series 63, Series 7, Asset Allocation, Wealth Management, Asset Management
Education
University of South Florida 1987 — 1989
Bachelor’s Degree, Marketing
Brian Tulinski's Franklin Templeton Investments Experience 1998 - 2003
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2004 - Present
Wachovia/Wells Fargo August 2004 - February 2012
Target 1992 - 2004
Target 1992 - 2004
Franklin Templeton Investments 1998 - 2003
Skills
Investments, Portfolio Management, Finance, Insurance, Sales, Underwriting, Financial Advisory, Wealth Management, Internal Audit, Retirement Planning, Series 7, Loans, Mutual Funds, Series 63, Investment Advisory, Equities, Series 6, Management
Education
University of South Florida - College of Business Administration 1994 — 1998
BS, Finance, Economics
St. Petersburg College 1992 — 1994
Associate of Science (AS), Business
Largo High School 1989 — 1992
Wells Fargo Advisors, LLC August 2004 - Present
Wachovia/Wells Fargo August 2004 - February 2012
Target 1992 - 2004
Target 1992 - 2004
Franklin Templeton Investments 1998 - 2003
Skills
Investments, Portfolio Management, Finance, Insurance, Sales, Underwriting, Financial Advisory, Wealth Management, Internal Audit, Retirement Planning, Series 7, Loans, Mutual Funds, Series 63, Investment Advisory, Equities, Series 6, Management
Education
University of South Florida - College of Business Administration 1994 — 1998
BS, Finance, Economics
St. Petersburg College 1992 — 1994
Associate of Science (AS), Business
Largo High School 1989 — 1992
Elizabeth Ballo's Franklin Templeton Investments Experience July 2010 - Present
Job Customer Service Associate at Franklin Templeton Investments
Industry Hospitality
Experience
Franklin Templeton Investments July 2010 - Present
Stonewood Grill and Tavern November 2008 - June 2010
Outback Steakhouse August 2005 - June 2008
Bennigan's August 2003 - June 2004
Education
University of South Florida
Bachelor of Arts, Mass Communications; Public Relations
Franklin Templeton Investments July 2010 - Present
Stonewood Grill and Tavern November 2008 - June 2010
Outback Steakhouse August 2005 - June 2008
Bennigan's August 2003 - June 2004
Education
University of South Florida
Bachelor of Arts, Mass Communications; Public Relations
Jonathan Ness's Franklin Templeton Investments Experience June 2002 - May 2005
Job Campaign Manager at Merkle
Industry Computer Software
Experience
Merkle March 2013 - Present
Merkle March 2011 - March 2013
Harte-Hanks, Inc. June 2005 - March 2011
Franklin Templeton Investments June 2002 - May 2005
Skills
Business Intelligence, Analytics, Training, SQL, Data Warehousing, Databases, Microsoft SQL Server, CRM, ETL, Database Design, Database Marketing, SDLC, Business Analysis, SSIS, Email Marketing, SAS, Data Modeling, Requirements Analysis, PL/SQL, T-SQL, Campaign Management, Marketing Automation, Solution Architecture, Multi-channel Marketing, Direct Marketing, Project Management, B2B Marketing, Analysis
Education
University of South Florida - College of Business Administration 1997 — 2002
Bachelor of Science (B.S.), Management Information Systems, General
Merkle March 2013 - Present
Merkle March 2011 - March 2013
Harte-Hanks, Inc. June 2005 - March 2011
Franklin Templeton Investments June 2002 - May 2005
Skills
Business Intelligence, Analytics, Training, SQL, Data Warehousing, Databases, Microsoft SQL Server, CRM, ETL, Database Design, Database Marketing, SDLC, Business Analysis, SSIS, Email Marketing, SAS, Data Modeling, Requirements Analysis, PL/SQL, T-SQL, Campaign Management, Marketing Automation, Solution Architecture, Multi-channel Marketing, Direct Marketing, Project Management, B2B Marketing, Analysis
Education
University of South Florida - College of Business Administration 1997 — 2002
Bachelor of Science (B.S.), Management Information Systems, General
Vinny Minutolo's Franklin Templeton Investments Experience February 2009 - June 2011
Job External Wholesaler at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2011 - Present
Franklin Templeton Investments February 2009 - June 2011
Franklin Templeton Investments February 2008 - February 2009
Franklin Templeton Investments January 2007 - January 2008
Skills
Series 63, Series 7, Separately Managed..., Mutual Funds, Series 6, Fixed Annuities, 401k, Asset Allocation, Wealth Management, Investment Advisory, Retirement Planning, Life Insurance, Variable Annuities
Education
University of South Florida - College of Business Administration 2003 — 2006
Bachelor of Science (BS), Finance, General
University of South Florida 2002 — 2006
BS, Finance
Lincoln Financial Group July 2011 - Present
Franklin Templeton Investments February 2009 - June 2011
Franklin Templeton Investments February 2008 - February 2009
Franklin Templeton Investments January 2007 - January 2008
Skills
Series 63, Series 7, Separately Managed..., Mutual Funds, Series 6, Fixed Annuities, 401k, Asset Allocation, Wealth Management, Investment Advisory, Retirement Planning, Life Insurance, Variable Annuities
Education
University of South Florida - College of Business Administration 2003 — 2006
Bachelor of Science (BS), Finance, General
University of South Florida 2002 — 2006
BS, Finance
Pourav Patel's Franklin Templeton Investments Experience October 2012 - Present
Job Supervisor NAAS Business Analytics at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2012 - Present
Franklin Templeton Investments October 2010 - October 2012
Franklin Templeton Investments August 2006 - October 2010
Skills
Transfer Agency, Business Analysis, Business Objects, Financial Markets, Financial Services, Process Improvement, Customer Experience..., Business Strategy, Strategic Planning, MicroStrategy Reporting, Analysis, SDLC, Business Intelligence, Finance, Asset Management, Investments
Education
University of South Florida 1999 — 2004
Business Administration, Finance
Franklin Templeton Investments October 2012 - Present
Franklin Templeton Investments October 2010 - October 2012
Franklin Templeton Investments August 2006 - October 2010
Skills
Transfer Agency, Business Analysis, Business Objects, Financial Markets, Financial Services, Process Improvement, Customer Experience..., Business Strategy, Strategic Planning, MicroStrategy Reporting, Analysis, SDLC, Business Intelligence, Finance, Asset Management, Investments
Education
University of South Florida 1999 — 2004
Business Administration, Finance
Lori Joyce's Franklin Templeton Investments Experience April 1991 - February 1999
Job Professional
Industry Real Estate
Experience
Bay Management, Inc. September 2008 - March 2011
Franklin Templeton Investments April 1991 - February 1999
Skills
Customer Service, Microsoft Office, Management, Microsoft Excel, Strategic Planning, Project Management, Leadership, Human Resources, Team Building, Quality Assurance
Education
University of South Florida
BS, 3.50
University of South Florida
Bachelor's degree, Psychology
Bay Management, Inc. September 2008 - March 2011
Franklin Templeton Investments April 1991 - February 1999
Skills
Customer Service, Microsoft Office, Management, Microsoft Excel, Strategic Planning, Project Management, Leadership, Human Resources, Team Building, Quality Assurance
Education
University of South Florida
BS, 3.50
University of South Florida
Bachelor's degree, Psychology
Ryan Kulyik's Franklin Templeton Investments Experience August 2012 - Present
Job Strategic Business Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2012 - Present
Franklin Templeton Investments July 2006 - August 2012
Franklin Templeton Investments October 2004 - July 2006
Franklin Templeton Investments November 2002 - October 2004
Bankers Life Insurance Corporation March 2002 - November 2002
First Investors Corporation May 2000 - March 2002
Skills
Mutual Funds, FINRA, AML, FinCEN, OFAC, Project Management
Education
University of South Florida 1996 — 2000
Bachelor's degree, Finance, General
University of South Florida, College of Business
Bachelor of Business Degree, Finance
Franklin Templeton Investments August 2012 - Present
Franklin Templeton Investments July 2006 - August 2012
Franklin Templeton Investments October 2004 - July 2006
Franklin Templeton Investments November 2002 - October 2004
Bankers Life Insurance Corporation March 2002 - November 2002
First Investors Corporation May 2000 - March 2002
Skills
Mutual Funds, FINRA, AML, FinCEN, OFAC, Project Management
Education
University of South Florida 1996 — 2000
Bachelor's degree, Finance, General
University of South Florida, College of Business
Bachelor of Business Degree, Finance
James Dutzar's Franklin Templeton Investments Experience March 2007 - March 2015
Job Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments March 2007 - March 2015
Tech Data January 1993 - December 1993
Skills
Financial Analysis, Investments, Business Analysis, Microsoft Office, Analysis, Financial Modeling, Portfolio Management, Equities, Banking, Finance, Leadership, Customer Service, Marketing, Sales, Process Improvement, Team Building
Education
University of Phoenix 2003 — 2005
Master of Business Administration (MBA), Global Management
University of South Florida College of Arts and Sciences 1988 — 1992
Bachelor's degree, Criminology
Franklin Templeton Investments March 2007 - March 2015
Tech Data January 1993 - December 1993
Skills
Financial Analysis, Investments, Business Analysis, Microsoft Office, Analysis, Financial Modeling, Portfolio Management, Equities, Banking, Finance, Leadership, Customer Service, Marketing, Sales, Process Improvement, Team Building
Education
University of Phoenix 2003 — 2005
Master of Business Administration (MBA), Global Management
University of South Florida College of Arts and Sciences 1988 — 1992
Bachelor's degree, Criminology
Erald Beka's Franklin Templeton Investments Experience September 2013 - Present
Job Settlement & Reconciliation Associate
Industry Investment Management
Experience
Aspire Financial Services, LLC June 2015 - Present
Franklin Templeton Investments September 2013 - Present
JPMorgan Chase & Co. July 2011 - September 2013
Education
University of South Florida 2010 — 2012
Bachelor's degree, Finance, General, GPA 3.4
Aspire Financial Services, LLC June 2015 - Present
Franklin Templeton Investments September 2013 - Present
JPMorgan Chase & Co. July 2011 - September 2013
Education
University of South Florida 2010 — 2012
Bachelor's degree, Finance, General, GPA 3.4
Karen Trowbridge's Franklin Templeton Investments Experience October 1994 - June 1998
Job Financial and Business Implementation Consultant
Industry Computer Software
Experience
Currently Seeking New Employment April 2015 - Present
Fiserv July 1998 - April 2015
Franklin Templeton Investments October 1994 - June 1998
Skills
Accounting Principles, Assigning/Delegating, Balancing Principles, Bookkeeping, Budgeting, Collecting Data, Consulting, Coordinating, Data Entry, Data Processing, Designing, Developing Questions, Diagnosing, Evaluating Data, Explaining Financial..., Following Specifications, Guiding, Interpreting Ideas, Investigating Principles, Leading, Listening, Observing Indicators, Organizing, Planning, Public Speaking, Recognizing Problems, Reviewing, Scheduling, Setting Standards, Solve Problems, Statistics, Work as a Team, Work Independently, Work with Committees, SDLC, Work Without Direction, Writing, Agile Methodologies, Requirements Analysis, Software Project..., Business Analysis, Enterprise Software, Process Improvement, Vendor Management, Business Intelligence, Professional Services, Product Management
Education
University of South Florida
Bachelor of Arts (BA), Accounting and Finance
Currently Seeking New Employment April 2015 - Present
Fiserv July 1998 - April 2015
Franklin Templeton Investments October 1994 - June 1998
Skills
Accounting Principles, Assigning/Delegating, Balancing Principles, Bookkeeping, Budgeting, Collecting Data, Consulting, Coordinating, Data Entry, Data Processing, Designing, Developing Questions, Diagnosing, Evaluating Data, Explaining Financial..., Following Specifications, Guiding, Interpreting Ideas, Investigating Principles, Leading, Listening, Observing Indicators, Organizing, Planning, Public Speaking, Recognizing Problems, Reviewing, Scheduling, Setting Standards, Solve Problems, Statistics, Work as a Team, Work Independently, Work with Committees, SDLC, Work Without Direction, Writing, Agile Methodologies, Requirements Analysis, Software Project..., Business Analysis, Enterprise Software, Process Improvement, Vendor Management, Business Intelligence, Professional Services, Product Management
Education
University of South Florida
Bachelor of Arts (BA), Accounting and Finance
Scott Mottern's Franklin Templeton Investments Experience January 1992 - March 1997
Job
Industry Financial Services
Experience
Fisher Investments March 1999 - Present
Morgan Stanley April 1997 - February 1999
Franklin Templeton Investments January 1992 - March 1997
Skills
Mutual Funds, Securities, Financial Services, Series 7, Portfolio Management, Equities, Investments, Asset Management, Series 63, Retirement Planning
Education
University of Southern California
Bachelor's degree, International Relations and Affairs
Fisher Investments March 1999 - Present
Morgan Stanley April 1997 - February 1999
Franklin Templeton Investments January 1992 - March 1997
Skills
Mutual Funds, Securities, Financial Services, Series 7, Portfolio Management, Equities, Investments, Asset Management, Series 63, Retirement Planning
Education
University of Southern California
Bachelor's degree, International Relations and Affairs
Brian Layland's Franklin Templeton Investments Experience September 2013 - Present
Job T.A. Associate at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 2013 - Present
Education
University of South Florida 2010 — 2013
Bachelor’s Degree, History
Franklin Templeton Investments September 2013 - Present
Education
University of South Florida 2010 — 2013
Bachelor’s Degree, History
Vanguard
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments