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
Patti Iwase Patti Iwase's Franklin Templeton Investments Experience 1998 - 2003
Job Accounting Manager at Kuretake Zig Corp.
Industry Arts and Crafts
Experience
Kuretake ZIG Corporation November 2014 - Present
BAR financial LLC 2008 - January 2015
Franklin Templeton Investments 1998 - 2003
Skills
Retirement
Education
California State University-Fresno
Kuretake ZIG Corporation November 2014 - Present
BAR financial LLC 2008 - January 2015
Franklin Templeton Investments 1998 - 2003
Skills
Retirement
Education
California State University-Fresno
Trudi Geiszler Trudi Geiszler's Franklin Templeton Investments Experience January 2006 - January 2009
Job Experienced Product Manager who drives retention and profitable growth through customer insights
Industry Marketing and Advertising
Experience
Trudi Geiszler Social Media Consulting March 2009 - Present
Wells Fargo November 2013 - Present
Sage & MSquared Consulting for Wells Fargo August 2010 - October 2013
Franklin Templeton Investments January 2006 - January 2009
The Northern Trust Company June 2000 - January 2006
Mercer Technology/ADP Retirement Services June 1996 - May 2000
Skills
Investments, PowerPoint, Project Management, Wealth Management, Microsoft Excel, Cross-functional Team..., Marketing Communications, Marketing, Management, Strategy, Program Management, Leadership, CRM, Social Media Marketing, Event Management, Product Development, Sales, Analysis, Training, Data Analysis, Project Planning, Sales Operations, Banking, Public Relations, Fundraising, Business Development, Strategic Planning, Executive Management, Market Research, Marketing Strategy, Competitive Analysis, Business Strategy, Analytics, Market Analysis, Management Consulting, Newsletters, Entrepreneurship, E-commerce, Change Management, Vendor Management, Business Analysis, Strategic Partnerships, Risk Management, Finance, Retirement, Consulting, Creative Direction, Referrals
Education
California State University-Chico 1979 — 1983
BA, Communications/PR
Trudi Geiszler Social Media Consulting March 2009 - Present
Wells Fargo November 2013 - Present
Sage & MSquared Consulting for Wells Fargo August 2010 - October 2013
Franklin Templeton Investments January 2006 - January 2009
The Northern Trust Company June 2000 - January 2006
Mercer Technology/ADP Retirement Services June 1996 - May 2000
Skills
Investments, PowerPoint, Project Management, Wealth Management, Microsoft Excel, Cross-functional Team..., Marketing Communications, Marketing, Management, Strategy, Program Management, Leadership, CRM, Social Media Marketing, Event Management, Product Development, Sales, Analysis, Training, Data Analysis, Project Planning, Sales Operations, Banking, Public Relations, Fundraising, Business Development, Strategic Planning, Executive Management, Market Research, Marketing Strategy, Competitive Analysis, Business Strategy, Analytics, Market Analysis, Management Consulting, Newsletters, Entrepreneurship, E-commerce, Change Management, Vendor Management, Business Analysis, Strategic Partnerships, Risk Management, Finance, Retirement, Consulting, Creative Direction, Referrals
Education
California State University-Chico 1979 — 1983
BA, Communications/PR
Jennifer Kissiar Jennifer Kissiar's Franklin Templeton Investments Experience August 2015 - Present
Job Franklin Templeton Investment Internal Sales Associate
Industry Financial Services
Experience
Franklin Templeton Investments August 2015 - Present
Cal Java coffee company March 2014 - Present
Chico's FAS Inc. February 2012 - March 2014
Bath & Body Works February 2010 - March 2014
Skills
Marketing, Customer Service, Time Management, Sales, Social Networking
Education
CSU Chico 2012 — 2015
Bachelor of Business Administration (Finance), Finance, General
Franklin Templeton Investments August 2015 - Present
Cal Java coffee company March 2014 - Present
Chico's FAS Inc. February 2012 - March 2014
Bath & Body Works February 2010 - March 2014
Skills
Marketing, Customer Service, Time Management, Sales, Social Networking
Education
CSU Chico 2012 — 2015
Bachelor of Business Administration (Finance), Finance, General
Cathy Hyatt Cathy Hyatt's Franklin Templeton Investments Experience January 2008 - Present
Job VP Enterprise Vendor Management and Global Procurement
Industry Financial Services
Experience
Franklin Templeton Investments January 2008 - Present
Skills
BPO, Vendor Management, Outsourcing, IT Outsourcing, Business Transformation, Outsourcing Management, Offshoring, Shared Services, IT Strategy, Change Management, Governance, Strategy, Management Consulting, PMO, IT Management, Strategic Sourcing, Process Improvement, IT Service Management, Management, Leadership, Executive Management, Enterprise Software, Consulting, IT Procurement, Vendor Relationship...
Education
California Institute of Integral Studies
MA
UC Berkeley
BA
Franklin Templeton Investments January 2008 - Present
Skills
BPO, Vendor Management, Outsourcing, IT Outsourcing, Business Transformation, Outsourcing Management, Offshoring, Shared Services, IT Strategy, Change Management, Governance, Strategy, Management Consulting, PMO, IT Management, Strategic Sourcing, Process Improvement, IT Service Management, Management, Leadership, Executive Management, Enterprise Software, Consulting, IT Procurement, Vendor Relationship...
Education
California Institute of Integral Studies
MA
UC Berkeley
BA
Aaron Corson, QPA Aaron Corson, QPA's Franklin Templeton Investments Experience January 1998 - March 2000
Job Senior Pension Administrator at Retirement Plan Consultants
Industry Financial Services
Experience
Retirement Plan Consultants August 2012 - Present
Fox & Fox Benefit Consultants March 2000 - August 2012
Franklin Templeton Investments January 1998 - March 2000
Skills
Pensions, 401k, Retirement Plan..., Qualified Retirement..., Retirement Planning, Retirement, Employee Benefits, Retirement Plan Design
Education
California State University, Fresno 1993 — 1997
Bachelor's, Business Administration, Finance
Retirement Plan Consultants August 2012 - Present
Fox & Fox Benefit Consultants March 2000 - August 2012
Franklin Templeton Investments January 1998 - March 2000
Skills
Pensions, 401k, Retirement Plan..., Qualified Retirement..., Retirement Planning, Retirement, Employee Benefits, Retirement Plan Design
Education
California State University, Fresno 1993 — 1997
Bachelor's, Business Administration, Finance
Jeffrey Thomson's Franklin Templeton Investments Experience June 2014 - September 2014
Job Business Analyst, Inventory Management at Gap Inc./ Banana Republic
Industry Retail
Experience
Gap Inc./ Banana Republic June 2015 - Present
Associated Students, Inc.-Cal Poly San Luis Obispo June 2013 - June 2015
Cal Poly College of Liberal Arts Student Council January 2012 - June 2015
Cal Poly State University 2012 - June 2015
State Farm October 2014 - February 2015
Franklin Templeton Investments June 2014 - September 2014
Franklin Templeton Investments June 2013 - September 2013
Skills
Analysis, Learning Disabilities, Budgets, Child Development, Critical Thinking, Higher Education, Public Speaking, Research, Teaching, Social Media, Organization, Event Planning, Delegation, Collaborative Problem..., PowerPoint, Microsoft Excel, Microsoft Word, SharePoint, PeopleSoft Financial, Outlook, Zimbra, Lync Server 2010, Social Networking, Community Outreach, Microsoft Office
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Arts (B.A.), B.A. Political Science, Economics Minor
St. Ignatius College Preparatory, San Francisco 2007 — 2011
Graduated with Honors
Gap Inc./ Banana Republic June 2015 - Present
Associated Students, Inc.-Cal Poly San Luis Obispo June 2013 - June 2015
Cal Poly College of Liberal Arts Student Council January 2012 - June 2015
Cal Poly State University 2012 - June 2015
State Farm October 2014 - February 2015
Franklin Templeton Investments June 2014 - September 2014
Franklin Templeton Investments June 2013 - September 2013
Skills
Analysis, Learning Disabilities, Budgets, Child Development, Critical Thinking, Higher Education, Public Speaking, Research, Teaching, Social Media, Organization, Event Planning, Delegation, Collaborative Problem..., PowerPoint, Microsoft Excel, Microsoft Word, SharePoint, PeopleSoft Financial, Outlook, Zimbra, Lync Server 2010, Social Networking, Community Outreach, Microsoft Office
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Arts (B.A.), B.A. Political Science, Economics Minor
St. Ignatius College Preparatory, San Francisco 2007 — 2011
Graduated with Honors
Connor Kennedy Connor Kennedy's Franklin Templeton Investments Experience March 2015 - Present
Job Futures Associate
Industry Investment Management
Experience
Franklin Templeton Investments March 2015 - Present
Franklin Templeton Investments May 2014 - August 2014
California State University, Chico February 2013 - July 2013
Spiteri's Deli August 2011 - August 2012
Skills
Managing Project Teams, Teamwork, Strategic Communications, Leadership, Microsoft Project, PMBOK, Microsoft Office, Event Planning, Project Management, Community Outreach, Leadership Development, Team Leadership, Public Speaking, Time Management
Education
California State University-Chico 2010 — 2014
Bachelor of Science, Project Management
California State University-Chico 2010 — 2014
Bachelor's degree, Project Management
Franklin Templeton Investments March 2015 - Present
Franklin Templeton Investments May 2014 - August 2014
California State University, Chico February 2013 - July 2013
Spiteri's Deli August 2011 - August 2012
Skills
Managing Project Teams, Teamwork, Strategic Communications, Leadership, Microsoft Project, PMBOK, Microsoft Office, Event Planning, Project Management, Community Outreach, Leadership Development, Team Leadership, Public Speaking, Time Management
Education
California State University-Chico 2010 — 2014
Bachelor of Science, Project Management
California State University-Chico 2010 — 2014
Bachelor's degree, Project Management
Latika Signorelli Latika Signorelli's Franklin Templeton Investments Experience August 2007 - Present
Job Vice President, Research Analyst at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments August 2007 - Present
Deutsche Asset Management (High Yield group) May 2006 - August 2006
US Treasury June 2005 - August 2005
JP Morgan September 2001 - September 2003
Skills
Bloomberg, Financial Modeling, Equity Research, Equities, Valuation, Jokes, Bonds, Finance, Derivatives, High Yield, Hedge Funds, Financial Markets, Emerging Markets, Fixed Income, Investments, Capital Markets
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Brown University 1997 — 2001
BA
Winchester Thurston 1989 — 1997
Franklin Templeton Investments August 2007 - Present
Deutsche Asset Management (High Yield group) May 2006 - August 2006
US Treasury June 2005 - August 2005
JP Morgan September 2001 - September 2003
Skills
Bloomberg, Financial Modeling, Equity Research, Equities, Valuation, Jokes, Bonds, Finance, Derivatives, High Yield, Hedge Funds, Financial Markets, Emerging Markets, Fixed Income, Investments, Capital Markets
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Brown University 1997 — 2001
BA
Winchester Thurston 1989 — 1997
Heather Heller Heather Heller's Franklin Templeton Investments Experience September 1997 - Present
Job Fund Tax Senior Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 1997 - Present
EY October 1993 - September 1997
Education
Golden Gate University 1995 — 1998
Master's degree, Taxation
California Polytechnic State University-San Luis Obispo 1989 — 1993
Bachelor of Science (B.S.), Accounting and Finance
Franklin Templeton Investments September 1997 - Present
EY October 1993 - September 1997
Education
Golden Gate University 1995 — 1998
Master's degree, Taxation
California Polytechnic State University-San Luis Obispo 1989 — 1993
Bachelor of Science (B.S.), Accounting and Finance
Annette Diaz Annette Diaz's Franklin Templeton Investments Experience December 1991 - May 2009
Job Associate Buyer at Watson Pharmaceuticals
Industry Pharmaceuticals
Experience
Anda, Inc. September 2010 - Present
Franklin Templeton Investments December 1991 - May 2009
HSBC (James Capel) June 1987 - December 1991
Skills
Purchasing, Process Improvement, Customer Service, Microsoft Excel, Microsoft Office, Budgets, Leadership, Strategic Planning, Auditing, Team Leadership, Lotus Notes, Business Development, Stocks, Procurement
Education
Broward Community College
Anda, Inc. September 2010 - Present
Franklin Templeton Investments December 1991 - May 2009
HSBC (James Capel) June 1987 - December 1991
Skills
Purchasing, Process Improvement, Customer Service, Microsoft Excel, Microsoft Office, Budgets, Leadership, Strategic Planning, Auditing, Team Leadership, Lotus Notes, Business Development, Stocks, Procurement
Education
Broward Community College
Greg Burrows Greg Burrows's Franklin Templeton Investments Experience June 2014 - Present
Job Associate at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2014 - Present
Enterprise Rent-A-Car June 2013 - August 2013
Northwestern Mutual June 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Insurance, PowerPoint, Investments, Microsoft Word
Education
CSU Chico 2009 — 2013
Bachelor of Science (BS), Business Administration
San Marin High School 2005 — 2009
Franklin Templeton Investments June 2014 - Present
Enterprise Rent-A-Car June 2013 - August 2013
Northwestern Mutual June 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Insurance, PowerPoint, Investments, Microsoft Word
Education
CSU Chico 2009 — 2013
Bachelor of Science (BS), Business Administration
San Marin High School 2005 — 2009
Allistaire Schatzman Allistaire Schatzman's Franklin Templeton Investments Experience June 2006 - May 2012
Job Project Specialist SolarCity
Industry Renewables & Environment
Experience
MyECheck October 2014 - Present
DragonStar Marketing Group April 2012 - Present
Franklin Templeton Investments June 2006 - May 2012
Skills
Program Management, Strategic Planning, Solution Focused, Highly detail oriented, Collaboration, Growth Strategies, Financial Analysis, Strategy, Team Building, Sales, Analysis, Customer Service, Recruiting, Leadership Development
Education
California State University-Chico
Business, Accounting
MyECheck October 2014 - Present
DragonStar Marketing Group April 2012 - Present
Franklin Templeton Investments June 2006 - May 2012
Skills
Program Management, Strategic Planning, Solution Focused, Highly detail oriented, Collaboration, Growth Strategies, Financial Analysis, Strategy, Team Building, Sales, Analysis, Customer Service, Recruiting, Leadership Development
Education
California State University-Chico
Business, Accounting
Lester Kawamoto Lester Kawamoto's Franklin Templeton Investments Experience 1998 - 2003
Job Baker SusieCakes
Industry Restaurants
Experience
Chateau Cupertino July 2010 - Present
La Boheme April 2010 - July 2010
Wente Vineyards May 2004 - December 2009
Cisco Systems October 2007 - June 2008
Delectables December 2005 - May 2006
Franklin Templeton Group September 1998 - September 2003
Franklin Templeton Investments 1998 - 2003
eSignal 1992 - 1998
Data Broadcasting Corporation (eSignal) 1992 - 1998
EDS Group 1996 - 1996
Skills
Bakery, Catering, Culinary Skills, Hospitality, Menu Development, Pastry, Restaurants, Time Management, Marketing, Chef, Banquets, Cooking, Cuisine, Customer Service, Food, Management, Recipes, Hotels
Education
California Culinary Academy 2003 — 2004
Baking and Pastry Certification, Culinary: Pastry
Contraol Data Corp. 1976 — 1977
Programming and Operations Certificate, Computer programming and operations
De Anza College 1975 — 1976
None, Accounting/Computer Sciences
University of California, Berkeley 1974 — 1975
None, Naval Engineering
Piedmont Hills 1970 — 1974
High School Diploma
Chateau Cupertino July 2010 - Present
La Boheme April 2010 - July 2010
Wente Vineyards May 2004 - December 2009
Cisco Systems October 2007 - June 2008
Delectables December 2005 - May 2006
Franklin Templeton Group September 1998 - September 2003
Franklin Templeton Investments 1998 - 2003
eSignal 1992 - 1998
Data Broadcasting Corporation (eSignal) 1992 - 1998
EDS Group 1996 - 1996
Skills
Bakery, Catering, Culinary Skills, Hospitality, Menu Development, Pastry, Restaurants, Time Management, Marketing, Chef, Banquets, Cooking, Cuisine, Customer Service, Food, Management, Recipes, Hotels
Education
California Culinary Academy 2003 — 2004
Baking and Pastry Certification, Culinary: Pastry
Contraol Data Corp. 1976 — 1977
Programming and Operations Certificate, Computer programming and operations
De Anza College 1975 — 1976
None, Accounting/Computer Sciences
University of California, Berkeley 1974 — 1975
None, Naval Engineering
Piedmont Hills 1970 — 1974
High School Diploma
Beth Barraza Beth Barraza's Franklin Templeton Investments Experience October 1999 - Present
Job HR Program Administrator at Franklin Templeton Investments
Industry Human Resources
Experience
Franklin Templeton Investments October 1999 - Present
Franklin Templeton Investments November 1993 - October 1999
Franklin Templeton Investments October 1991 - November 1993
Marriott Hotels June 1989 - October 1991
Skills
Program Management, Change Management, Business Analysis, Performance Management, Organizational..., Process Improvement, Project Management, Organizational..., Mutual Funds, Employee Engagement, Talent Management, Recruiting, Employee Training, Human Resources, Training
Education
California State Polytechnic University-Pomona 1986 — 1989
BS, Hotel, Restuarant and Travel
Franklin Templeton Investments October 1999 - Present
Franklin Templeton Investments November 1993 - October 1999
Franklin Templeton Investments October 1991 - November 1993
Marriott Hotels June 1989 - October 1991
Skills
Program Management, Change Management, Business Analysis, Performance Management, Organizational..., Process Improvement, Project Management, Organizational..., Mutual Funds, Employee Engagement, Talent Management, Recruiting, Employee Training, Human Resources, Training
Education
California State Polytechnic University-Pomona 1986 — 1989
BS, Hotel, Restuarant and Travel
Annette Mede Annette Mede's Franklin Templeton Investments Experience January 1990 - January 1992
Job Client Services, Operations Coordinator
Industry Financial Services
Experience
Wealth Manager March 2014 - November 2014
Hatch Retirement Services May 2005 - June 2013
Ben Yohanan Annuity and Insurance Agency, Inc January 2005 - June 2013
Jamestown Hotel January 2001 - January 2005
Freestone Inn & Cabins January 1998 - January 2001
Hertz Rent a Car January 1995 - January 1998
Red Lion Hotel January 1994 - January 1995
Cliffside InnCo January 1992 - January 1994
Franklin Templeton Investments January 1990 - January 1992
Skills
Research, New Business Development, Finance, Customer Service, Event Planning, Microsoft Excel, Call Centers, Mutual Funds, Sales, Microsoft Office, Management
Education
California State University-Chico
BA, German
Wealth Manager March 2014 - November 2014
Hatch Retirement Services May 2005 - June 2013
Ben Yohanan Annuity and Insurance Agency, Inc January 2005 - June 2013
Jamestown Hotel January 2001 - January 2005
Freestone Inn & Cabins January 1998 - January 2001
Hertz Rent a Car January 1995 - January 1998
Red Lion Hotel January 1994 - January 1995
Cliffside InnCo January 1992 - January 1994
Franklin Templeton Investments January 1990 - January 1992
Skills
Research, New Business Development, Finance, Customer Service, Event Planning, Microsoft Excel, Call Centers, Mutual Funds, Sales, Microsoft Office, Management
Education
California State University-Chico
BA, German
David H. Lui David H. Lui's Franklin Templeton Investments Experience February 2004 - March 2005
Job Principal at Galliard Capital Management
Industry Financial Services
Experience
Galliard Capital Management December 2010 - Present
U.S. Bancorp Asset Management (FAF Advisors) & First American Funds March 2005 - December 2010
Franklin Templeton Investments February 2004 - March 2005
Charles Schwab & Co., Inc. July 2000 - February 2004
Charles Schwab Investment Management July 1997 - June 2000
Charles Schwab Investment Management July 1992 - July 1997
Thelen, Marrin, Johnson & Bridges August 1989 - July 1992
Rosen, Wachtell & Gilbert May 1987 - July 1989
Skills
Admitted to Practice, State Bar of California, Securities, Securities Regulation, FINRA, Investment Advisers Act, Mutual Funds, Corporate Governance, Asset Managment, Investment Company Act, Investments, SEC, Investment Advisory, Risk Management, Derivatives, Uniform Combined State..., Asset Management, Bloomberg, Fund Of Funds, Due Diligence, Investment Management, Financial Regulation, Series 7, Series 24, Corporate Law, Series 65, Broker-Dealer, Portfolio Management, Financial Services, FCPA, Mergers & Acquisitions, Private Placements, KYC, Start-ups, Alternative Investments, OFAC, SEC filings, Legal Writing, Securities Litigation, Series 63, ERISA, ETFs, Fixed Income, Equities, Legal Compliance, Private Equity
Education
University of California, Hastings College of the Law 1985 — 1988
J.D., Law
Brown University 1978 — 1982
A.B. Honors, History
Galliard Capital Management December 2010 - Present
U.S. Bancorp Asset Management (FAF Advisors) & First American Funds March 2005 - December 2010
Franklin Templeton Investments February 2004 - March 2005
Charles Schwab & Co., Inc. July 2000 - February 2004
Charles Schwab Investment Management July 1997 - June 2000
Charles Schwab Investment Management July 1992 - July 1997
Thelen, Marrin, Johnson & Bridges August 1989 - July 1992
Rosen, Wachtell & Gilbert May 1987 - July 1989
Skills
Admitted to Practice, State Bar of California, Securities, Securities Regulation, FINRA, Investment Advisers Act, Mutual Funds, Corporate Governance, Asset Managment, Investment Company Act, Investments, SEC, Investment Advisory, Risk Management, Derivatives, Uniform Combined State..., Asset Management, Bloomberg, Fund Of Funds, Due Diligence, Investment Management, Financial Regulation, Series 7, Series 24, Corporate Law, Series 65, Broker-Dealer, Portfolio Management, Financial Services, FCPA, Mergers & Acquisitions, Private Placements, KYC, Start-ups, Alternative Investments, OFAC, SEC filings, Legal Writing, Securities Litigation, Series 63, ERISA, ETFs, Fixed Income, Equities, Legal Compliance, Private Equity
Education
University of California, Hastings College of the Law 1985 — 1988
J.D., Law
Brown University 1978 — 1982
A.B. Honors, History
J.B. Walker, CPA, CIMA® J.B. Walker, CPA, CIMA®'s Franklin Templeton Investments Experience December 2004 - Present
Job Vice President Senior Advisor Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2004 - Present
SunAmerica Mutual Funds January 1999 - November 2004
Skills
Strategy, Mutual Funds, Investments, Equities, Portfolio Management, Business Analysis, Asset Management, Fixed Income, Financial Services, Wealth Management, SDLC, Financial Modeling, Financial Analysis, Banking, Risk Management, Capital Markets, Derivatives, Valuation, Series 7, Requirements Analysis
Education
California State University-Chico
B.S. -- Accounting
Franklin Templeton Investments December 2004 - Present
SunAmerica Mutual Funds January 1999 - November 2004
Skills
Strategy, Mutual Funds, Investments, Equities, Portfolio Management, Business Analysis, Asset Management, Fixed Income, Financial Services, Wealth Management, SDLC, Financial Modeling, Financial Analysis, Banking, Risk Management, Capital Markets, Derivatives, Valuation, Series 7, Requirements Analysis
Education
California State University-Chico
B.S. -- Accounting
Kelly Torrans Kelly Torrans's Franklin Templeton Investments Experience 1997 - 2000
Job Marketing Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank 2006 - Present
Wells Fargo Bank 2003 - 2006
Wells Fargo Bank 2000 - 2003
Franklin Templeton Investments 1997 - 2000
Skills
Business Development
Education
California State University-Stanislaus 1981 — 1987
Bachelors, Public Administration
Wells Fargo Bank 2006 - Present
Wells Fargo Bank 2003 - 2006
Wells Fargo Bank 2000 - 2003
Franklin Templeton Investments 1997 - 2000
Skills
Business Development
Education
California State University-Stanislaus 1981 — 1987
Bachelors, Public Administration
Nick Souza Nick Souza's Franklin Templeton Investments Experience April 2014 - Present
Job IT Asset Vendor Management at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2014 - Present
Safeway May 2012 - April 2014
PMI Mortgage Insurance Co. December 2008 - May 2012
PMI Mortgage Insurance Co. August 2005 - December 2008
PMI Mortgage Insurance Co. August 2003 - August 2004
Skills
Change Management, Procurement, Business Analysis, Contract Management, PeopleSoft, Business Process..., Documentation, Vendor Management, Customer Service, Process Improvement, Compliance, Cognos, Analysis, Customer Relations, Insurance, Visio, Analytics, SharePoint, Service Desk, Smartphones, Teamwork, Problem Solving, Team Leadership, Software Documentation, Microsoft Office, Contract Negotiation, Outlook, Troubleshooting, Quality Assurance, Technical Support, CRM
Education
California State University-Chico 2000 — 2005
Bachelor of Science, Business Administration, Option in Management, Minor Management Information Systems, Entrepreneurship
Franklin Templeton Investments April 2014 - Present
Safeway May 2012 - April 2014
PMI Mortgage Insurance Co. December 2008 - May 2012
PMI Mortgage Insurance Co. August 2005 - December 2008
PMI Mortgage Insurance Co. August 2003 - August 2004
Skills
Change Management, Procurement, Business Analysis, Contract Management, PeopleSoft, Business Process..., Documentation, Vendor Management, Customer Service, Process Improvement, Compliance, Cognos, Analysis, Customer Relations, Insurance, Visio, Analytics, SharePoint, Service Desk, Smartphones, Teamwork, Problem Solving, Team Leadership, Software Documentation, Microsoft Office, Contract Negotiation, Outlook, Troubleshooting, Quality Assurance, Technical Support, CRM
Education
California State University-Chico 2000 — 2005
Bachelor of Science, Business Administration, Option in Management, Minor Management Information Systems, Entrepreneurship
Mike Toy Mike Toy's Franklin Templeton Investments Experience August 1999 - September 2000
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2014 - Present
Ameriprise Financial Services, Inc. July 2002 - April 2014
Morgan Stanley Smith Barney October 2000 - May 2002
Franklin Templeton Investments August 1999 - September 2000
Skills
Retirement Planning, Investments, Series 7, Retirement, Wealth Management, Investment Advisory, Financial Goals, Mutual Funds, Financial Advisory, Series 63, Asset Allocation, Strategic Financial..., Fixed Annuities, Investment Strategies, 401k, Series 65, Securities, IRAs, 401k Rollovers, 529 Plans, Socially Responsible...
Education
California Polytechnic State University-San Luis Obispo 1995 — 1999
Bachelor of Science (B.A.)
Carlmont High School 1990 — 1994
LPL Financial May 2014 - Present
Ameriprise Financial Services, Inc. July 2002 - April 2014
Morgan Stanley Smith Barney October 2000 - May 2002
Franklin Templeton Investments August 1999 - September 2000
Skills
Retirement Planning, Investments, Series 7, Retirement, Wealth Management, Investment Advisory, Financial Goals, Mutual Funds, Financial Advisory, Series 63, Asset Allocation, Strategic Financial..., Fixed Annuities, Investment Strategies, 401k, Series 65, Securities, IRAs, 401k Rollovers, 529 Plans, Socially Responsible...
Education
California Polytechnic State University-San Luis Obispo 1995 — 1999
Bachelor of Science (B.A.)
Carlmont High School 1990 — 1994
Patrick Yip Patrick Yip's Franklin Templeton Investments Experience June 2012 - September 2012
Job Freelance / Graphic Design and Production Services at Freelancer Multimedia
Industry Arts and Crafts
Experience
Freelancer - Multimedia Services September 2013 - Present
The California Digital Library - University of California April 2013 - Present
Freelance / Graphic Design Services October 2012 - Present
Franklin Templeton Investments June 2012 - September 2012
Freelancer May 2010 - May 2012
Pure Workshop February 2009 - November 2010
TDA- The Design Associates June 2007 - October 2008
Central Station Inc June 1996 - March 2007
Skills
Adobe CS 4 & 5, Flash Animation, Dreamweaver, After Effects, InDesign, Creative Direction, Film, Flash, Graphic Design, Graphics, HTML, Motion Graphics, Multimedia, Post Production, Storyboarding, Video, Web Design
Education
California College of the Arts 1991 — 1995
BFA, Film, Video, and Multimedia
Hong Kong Fashion Institute 1985 — 1987
Certify, Fashion Design
Hong Kong First Design College 1983 — 1985
Certify, Graphic Design
Freelancer - Multimedia Services September 2013 - Present
The California Digital Library - University of California April 2013 - Present
Freelance / Graphic Design Services October 2012 - Present
Franklin Templeton Investments June 2012 - September 2012
Freelancer May 2010 - May 2012
Pure Workshop February 2009 - November 2010
TDA- The Design Associates June 2007 - October 2008
Central Station Inc June 1996 - March 2007
Skills
Adobe CS 4 & 5, Flash Animation, Dreamweaver, After Effects, InDesign, Creative Direction, Film, Flash, Graphic Design, Graphics, HTML, Motion Graphics, Multimedia, Post Production, Storyboarding, Video, Web Design
Education
California College of the Arts 1991 — 1995
BFA, Film, Video, and Multimedia
Hong Kong Fashion Institute 1985 — 1987
Certify, Fashion Design
Hong Kong First Design College 1983 — 1985
Certify, Graphic Design
Jeannie Cabot, CFE's Franklin Templeton Investments Experience April 1985 - April 2001
Job Assistant Regional Director, U.S. Securities and Exchange Commission
Industry Government Administration
Experience
U.S. Securities and Exchange Commission July 2014 - Present
US Securities and Exchange Commission December 2011 - July 2014
US Securities and Exchange Commission October 2003 - December 2011
Green Cay Asset Management March 2003 - August 2003
UBS April 2002 - February 2003
Franklin Templeton Investments April 1985 - April 2001
Skills
Regulations, Due Diligence, Marketing, Hedge Funds, Securities, Investments, Mutual Funds, SEC, Fraud, Financial Services, Financial Analysis, Auditing, Internal Controls, Certified Fraud Examiner, Investment Advisory, Analytics, Equities, Financial Risk, Portfolio Management, Securities Regulation
Education
ACFE
CFE, Certified Fraud Examiner
Bryant University
BS, Marketing, Economics
Nova Southeastern University
MBA, Business Administration
U.S. Securities and Exchange Commission July 2014 - Present
US Securities and Exchange Commission December 2011 - July 2014
US Securities and Exchange Commission October 2003 - December 2011
Green Cay Asset Management March 2003 - August 2003
UBS April 2002 - February 2003
Franklin Templeton Investments April 1985 - April 2001
Skills
Regulations, Due Diligence, Marketing, Hedge Funds, Securities, Investments, Mutual Funds, SEC, Fraud, Financial Services, Financial Analysis, Auditing, Internal Controls, Certified Fraud Examiner, Investment Advisory, Analytics, Equities, Financial Risk, Portfolio Management, Securities Regulation
Education
ACFE
CFE, Certified Fraud Examiner
Bryant University
BS, Marketing, Economics
Nova Southeastern University
MBA, Business Administration
Marvin Anadilla, CFA's Franklin Templeton Investments Experience July 2007 - September 2009
Job Credit Analyst at SumRidge Partners
Industry Financial Services
Experience
SumRidge Partners June 2014 - Present
Zazove Associates, LLC October 2009 - December 2013
Franklin Templeton Investments July 2007 - September 2009
Apple June 2006 - September 2006
Skills
Hedge Funds, Valuation, Asset Management, Investments, Equities, Equity Research, Bloomberg, Portfolio Management, Fixed Income, Alternative Investments, Financial Modeling, Asset Allocation, Capital Markets, Investment Banking, Bonds, Investment Strategies
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
BA, Finance, Accounting
SumRidge Partners June 2014 - Present
Zazove Associates, LLC October 2009 - December 2013
Franklin Templeton Investments July 2007 - September 2009
Apple June 2006 - September 2006
Skills
Hedge Funds, Valuation, Asset Management, Investments, Equities, Equity Research, Bloomberg, Portfolio Management, Fixed Income, Alternative Investments, Financial Modeling, Asset Allocation, Capital Markets, Investment Banking, Bonds, Investment Strategies
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
BA, Finance, Accounting
Cindy (Bash) Imber, HRIP, SPHR Cindy (Bash) Imber, HRIP, SPHR's Franklin Templeton Investments Experience June 2005 - January 2008
Job Sr. Manager, Global HR Applications at Columbia Sportswear
Industry Human Resources
Experience
Columbia Sportswear January 2008 - Present
Franklin Templeton Investments June 2005 - January 2008
KLA-Tencor March 2005 - June 2005
. December 2003 - December 2004
Genentech June 1997 - November 2003
Franklin Templeton July 1995 - June 1997
Skills
PeopleSoft, HRIS, Project Implementation, SaaS, SuccessFactors, HR Solutions, Project Planning, Taleo, SQL, HRIS Database Management, Change Management, ADP Payforce, Onboarding, Applicant Tracking..., Performance Management, Management, Human Resources, Recruiting, Process Improvement, Business Analysis, CRM, Talent Management, Leadership
Education
Portland State University 2009 — 2011
Human Resources Management Certificate
California Polytechnic State University-San Luis Obispo 1990 — 1995
BS, Management Information Systems
Columbia Sportswear January 2008 - Present
Franklin Templeton Investments June 2005 - January 2008
KLA-Tencor March 2005 - June 2005
. December 2003 - December 2004
Genentech June 1997 - November 2003
Franklin Templeton July 1995 - June 1997
Skills
PeopleSoft, HRIS, Project Implementation, SaaS, SuccessFactors, HR Solutions, Project Planning, Taleo, SQL, HRIS Database Management, Change Management, ADP Payforce, Onboarding, Applicant Tracking..., Performance Management, Management, Human Resources, Recruiting, Process Improvement, Business Analysis, CRM, Talent Management, Leadership
Education
Portland State University 2009 — 2011
Human Resources Management Certificate
California Polytechnic State University-San Luis Obispo 1990 — 1995
BS, Management Information Systems
Sharon Shamiko Lee Sharon Shamiko Lee's Franklin Templeton Investments Experience January 1999 - June 2007
Job Creative Director at Shamiko Design
Industry Design
Experience
Shamiko Design January 2008 - Present
Franklin Templeton Investments January 1999 - June 2007
Franklin Templeton Investments February 1991 - December 1999
Quantum Consulting November 1989 - August 1990
Skills
Typography, Corporate Identity, Layout, Brochures, Experience Design, Visual Communication, Creative Direction, Brand Development, Color Schemes, Team Leadership, Thought Leadership, Brand Awareness, Brand Implementation, Art Direction, Designs, Marketing Strategy, Web Design, User Interface Design, InDesign, Pre-press, Illustration, Graphics, Interaction Design, Collateral, Illustrator, Advertising, Flash, Mac, Concept Design, Packaging, User Experience, Multimedia, Branding & Identity, Banners, Catalogs, Concept Development, Photography, User Experience Design, Creative Strategy, Art, Graphic Design, Business Cards, Logo Design, Adobe Creative Suite, Direct Mail, Posters, Information Design, QuarkXPress, Image Manipulation, Book Design
Education
Northwestern University - Kellogg School of Management 2005 — 2005
Executive Education Program
California College of the Arts 1986 — 1989
BFA, Graphic Design
UCSC Silicon Valley Extension
UX/UI Design
Shamiko Design January 2008 - Present
Franklin Templeton Investments January 1999 - June 2007
Franklin Templeton Investments February 1991 - December 1999
Quantum Consulting November 1989 - August 1990
Skills
Typography, Corporate Identity, Layout, Brochures, Experience Design, Visual Communication, Creative Direction, Brand Development, Color Schemes, Team Leadership, Thought Leadership, Brand Awareness, Brand Implementation, Art Direction, Designs, Marketing Strategy, Web Design, User Interface Design, InDesign, Pre-press, Illustration, Graphics, Interaction Design, Collateral, Illustrator, Advertising, Flash, Mac, Concept Design, Packaging, User Experience, Multimedia, Branding & Identity, Banners, Catalogs, Concept Development, Photography, User Experience Design, Creative Strategy, Art, Graphic Design, Business Cards, Logo Design, Adobe Creative Suite, Direct Mail, Posters, Information Design, QuarkXPress, Image Manipulation, Book Design
Education
Northwestern University - Kellogg School of Management 2005 — 2005
Executive Education Program
California College of the Arts 1986 — 1989
BFA, Graphic Design
UCSC Silicon Valley Extension
UX/UI Design
PJ Haggerty PJ Haggerty's Franklin Templeton Investments Experience October 2014 - Present
Job Advisor Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2014 - Present
Storm Bowling Products May 2012 - Present
Professional Bowlers Association October 2007 - Present
Franklin Templeton Investments April 2014 - October 2014
Skills
Microsoft Office, Event Planning, Event Management, Sports, Microsoft Word, Customer Service, Series 6, Series 63, Facebook, Sales, Social Networking, Public Relations, Social Media, Public Speaking, Social Media Marketing, Editing, Marketing, Sports Marketing
Education
California State University-Fresno 2003 — 2007
Bachelor's degree, Criminology
Colfax High School 1999 — 2003
Franklin Templeton Investments October 2014 - Present
Storm Bowling Products May 2012 - Present
Professional Bowlers Association October 2007 - Present
Franklin Templeton Investments April 2014 - October 2014
Skills
Microsoft Office, Event Planning, Event Management, Sports, Microsoft Word, Customer Service, Series 6, Series 63, Facebook, Sales, Social Networking, Public Relations, Social Media, Public Speaking, Social Media Marketing, Editing, Marketing, Sports Marketing
Education
California State University-Fresno 2003 — 2007
Bachelor's degree, Criminology
Colfax High School 1999 — 2003
Molly Quiceno, CPA Molly Quiceno, CPA's Franklin Templeton Investments Experience March 2015 - Present
Job Manager, Fund Administration and Reporting at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments March 2015 - Present
Education
Cal Poly San Luis Obispo 1986 — 1990
Golden Gate University
MBA, Finance
Franklin Templeton Investments March 2015 - Present
Education
Cal Poly San Luis Obispo 1986 — 1990
Golden Gate University
MBA, Finance
Jan Martell Jan Martell's Franklin Templeton Investments Experience December 2014 - Present
Job VA InvestmentOnly Wholesaler at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2014 - Present
PGA of America January 1999 - Present
Franklin Templeton Investments May 2012 - December 2014
UmassFive College FCU May 2010 - June 2011
ING Investment Management September 2009 - April 2010
Lincoln Financial Distributors November 2007 - September 2009
PLANCO June 2006 - November 2007
Bank of America January 2000 - January 2006
Pleasant Valley C.C January 1997 - February 2000
Skills
Mutual Funds, Retirement Planning, Retirement, Series 63, Alternative Investments, FINRA, Variable Annuities, Investments, Bonds, Fixed Annuities, PGA, Golf Instruction, Golf, Gof Professional, Stocks, Investment Strategies, Municipal Bonds, Golf Courses, Golf Management, Asset Management, Wealth Management, Securities, Sales Management, Sales, Management, Marketing, Portfolio Management, Series 7
Education
BRYANT COLLEGE 1990 — 1993
Bachelor of Science, Business Administration
Bryant University 1989 — 1993
Bachelor of Science (BS), Finance, General, Academic Honors Program
Amherst Regional 1985 — 1989
High School
Franklin Templeton Investments December 2014 - Present
PGA of America January 1999 - Present
Franklin Templeton Investments May 2012 - December 2014
UmassFive College FCU May 2010 - June 2011
ING Investment Management September 2009 - April 2010
Lincoln Financial Distributors November 2007 - September 2009
PLANCO June 2006 - November 2007
Bank of America January 2000 - January 2006
Pleasant Valley C.C January 1997 - February 2000
Skills
Mutual Funds, Retirement Planning, Retirement, Series 63, Alternative Investments, FINRA, Variable Annuities, Investments, Bonds, Fixed Annuities, PGA, Golf Instruction, Golf, Gof Professional, Stocks, Investment Strategies, Municipal Bonds, Golf Courses, Golf Management, Asset Management, Wealth Management, Securities, Sales Management, Sales, Management, Marketing, Portfolio Management, Series 7
Education
BRYANT COLLEGE 1990 — 1993
Bachelor of Science, Business Administration
Bryant University 1989 — 1993
Bachelor of Science (BS), Finance, General, Academic Honors Program
Amherst Regional 1985 — 1989
High School
David Christensen David Christensen's Franklin Templeton Investments Experience 1987 - 1994
Job Mining Investment Professional
Industry Investment Management
Experience
ASA Gold and Precious Metals Limited 2007 - Present
Denver Gold Group 2010 - Present
Hecla Mining Company 2002 - May 2011
Gabriel Resources 2005 - 2007
Credit Suisse First Boston March 2002 - August 2004
Merrill Lynch 1994 - 2001
Franklin Templeton Investments 1987 - 1994
Skills
Negotiation, Hedge Funds, Alternative Investments, Private Equity, Equity Research, Trading, Emerging Markets, Investment Banking, Portfolio Management, Venture Capital, IPO, Financial Analysis, Corporate Development, Capital Raising, Base Metals, Precious Metals, Strategy, Mineral Exploration, Minerals, Diamonds, Private Placements
Education
Thunderbird School of Global Management 1985 — 1986
MBA, International Business
California State University-Chico 1982 — 1985
Bachelor of Science (BS), International Business
SYV High
ASA Gold and Precious Metals Limited 2007 - Present
Denver Gold Group 2010 - Present
Hecla Mining Company 2002 - May 2011
Gabriel Resources 2005 - 2007
Credit Suisse First Boston March 2002 - August 2004
Merrill Lynch 1994 - 2001
Franklin Templeton Investments 1987 - 1994
Skills
Negotiation, Hedge Funds, Alternative Investments, Private Equity, Equity Research, Trading, Emerging Markets, Investment Banking, Portfolio Management, Venture Capital, IPO, Financial Analysis, Corporate Development, Capital Raising, Base Metals, Precious Metals, Strategy, Mineral Exploration, Minerals, Diamonds, Private Placements
Education
Thunderbird School of Global Management 1985 — 1986
MBA, International Business
California State University-Chico 1982 — 1985
Bachelor of Science (BS), International Business
SYV High
Brandt Wilson, CISSP Brandt Wilson, CISSP's Franklin Templeton Investments Experience May 2004 - August 2004
Job SAP Security Administrator at SMUD
Industry Information Technology and Services
Experience
SMUD January 2011 - Present
Deloitte & Touche LLP February 2006 - January 2011
CSU, Chico Career Fair 2003 - 2005
Franklin Templeton Investments May 2004 - August 2004
Skills
SAP Security..., CISSP, SAP Implementation, SAP BW, IT Security Assessments, IT Security Best...
Education
California State University-Chico 2002 — 2005
BS, Management Information Systems
SMUD January 2011 - Present
Deloitte & Touche LLP February 2006 - January 2011
CSU, Chico Career Fair 2003 - 2005
Franklin Templeton Investments May 2004 - August 2004
Skills
SAP Security..., CISSP, SAP Implementation, SAP BW, IT Security Assessments, IT Security Best...
Education
California State University-Chico 2002 — 2005
BS, Management Information Systems
Mark Agtane Mark Agtane's Franklin Templeton Investments Experience April 1994 - November 1997
Job Executive Chef, Small Business Owner
Industry Food & Beverages
Experience
CARY'S Cake Walk by Chef Mark A. Agtane (Inquisitive Chef) May 2009 - Present
Safeway February 2008 - October 2010
Charles Chocolates April 2000 - September 2010
Hitachi High Technologies America January 1997 - November 2005
Gymboree January 1996 - September 1999
Sun Microsystems January 1996 - November 1998
Franklin Templeton Investments April 1994 - November 1997
Oracle January 1994 - November 1996
Coster Diamonds BV February 1989 - October 1996
Skills
Inventory Management, Customer Service, Management, Retail, Microsoft Office, Food, Strategic Planning, Social Media, Microsoft Word, Event Management, Event Planning, Cooking, Team Building, Customer Satisfaction, Training, Team Leadership, Photoshop, Restaurants, Recipes, Food Safety
Education
California Culinary Academy 2011 — 2013
Bachelors Degree, Culinary Arts Management, Occupational Study and Le Cordon Bleu Technics
California Culinary Academy 2008 — 2010
Associate Degree, Le Cordon Bleu, Culinary Arts
California School of Culinary Arts 2006 — 2007
AA, Baking & Pastry
University of Amsterdam 1989 — 2001
Dutch Languages & Cultural Studies
International Diamond Council 1988 — 1990
Gemmologist, Diamond Polisher
CARY'S Cake Walk by Chef Mark A. Agtane (Inquisitive Chef) May 2009 - Present
Safeway February 2008 - October 2010
Charles Chocolates April 2000 - September 2010
Hitachi High Technologies America January 1997 - November 2005
Gymboree January 1996 - September 1999
Sun Microsystems January 1996 - November 1998
Franklin Templeton Investments April 1994 - November 1997
Oracle January 1994 - November 1996
Coster Diamonds BV February 1989 - October 1996
Skills
Inventory Management, Customer Service, Management, Retail, Microsoft Office, Food, Strategic Planning, Social Media, Microsoft Word, Event Management, Event Planning, Cooking, Team Building, Customer Satisfaction, Training, Team Leadership, Photoshop, Restaurants, Recipes, Food Safety
Education
California Culinary Academy 2011 — 2013
Bachelors Degree, Culinary Arts Management, Occupational Study and Le Cordon Bleu Technics
California Culinary Academy 2008 — 2010
Associate Degree, Le Cordon Bleu, Culinary Arts
California School of Culinary Arts 2006 — 2007
AA, Baking & Pastry
University of Amsterdam 1989 — 2001
Dutch Languages & Cultural Studies
International Diamond Council 1988 — 1990
Gemmologist, Diamond Polisher
Jennifer Moffitt Jennifer Moffitt's Franklin Templeton Investments Experience November 2012 - Present
Job Senior Associate in Retirement Services at Franklin Templeton Investments
Industry Marketing and Advertising
Experience
Franklin Templeton Investments November 2012 - Present
Franklin Templeton Investments May 2011 - December 2012
Lulus.com January 2011 - May 2011
Lulus.com May 2010 - December 2010
Mervyn's December 2007 - August 2008
Bath and Body Works December 2006 - January 2007
Jamba Juice May 2006 - August 2006
Skills
Marketing, SEO, Blogging, Advertising, Customer Service, Time Management, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Editing
Education
California State University-Chico 2006 — 2011
B.S., Business Administration; Marketing
Deakin University 2007 — 2007
Bachelor of Business Administration (B.B.A.), Human Resources, Australian Studies
Franklin Templeton Investments November 2012 - Present
Franklin Templeton Investments May 2011 - December 2012
Lulus.com January 2011 - May 2011
Lulus.com May 2010 - December 2010
Mervyn's December 2007 - August 2008
Bath and Body Works December 2006 - January 2007
Jamba Juice May 2006 - August 2006
Skills
Marketing, SEO, Blogging, Advertising, Customer Service, Time Management, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Editing
Education
California State University-Chico 2006 — 2011
B.S., Business Administration; Marketing
Deakin University 2007 — 2007
Bachelor of Business Administration (B.B.A.), Human Resources, Australian Studies
Martina Penkala Martina Penkala's Franklin Templeton Investments Experience May 2006 - August 2009
Job LPN at North Broward Hospital District
Industry Hospitality
Experience
North Broward Hospital District March 2014 - Present
Holy Cross Hospital March 2011 - Present
AT HOME SENIOR CARE OF BROWARD, INC. November 2010 - March 2011
Island Hospitality Management December 2007 - March 2011
Franklin Templeton Investments May 2006 - August 2009
Aerotek January 2006 - April 2006
Arcadia Health Professionals September 2004 - December 2005
Complete Communications, Inc. October 2000 - August 2004
Target December 1999 - September 2000
West Marine November 1998 - November 1999
Skills
Outlook, Time Management, Human Resources, Invoicing, Customer Service, Customer Satisfaction, Accounts Receivable, Sales, Accounting, Accounts Payable, Microsoft Word
Education
Atlantic Technical Center 2009 — 2010
Practical Nursing, Medical
Broward College 2007 — 2008
none, General
Kalamazoo Valley Community College 2004 — 2005
none, General Courses
Macomb Community College 2001 — 2004
Associates, Medical Assistant
North Broward Hospital District March 2014 - Present
Holy Cross Hospital March 2011 - Present
AT HOME SENIOR CARE OF BROWARD, INC. November 2010 - March 2011
Island Hospitality Management December 2007 - March 2011
Franklin Templeton Investments May 2006 - August 2009
Aerotek January 2006 - April 2006
Arcadia Health Professionals September 2004 - December 2005
Complete Communications, Inc. October 2000 - August 2004
Target December 1999 - September 2000
West Marine November 1998 - November 1999
Skills
Outlook, Time Management, Human Resources, Invoicing, Customer Service, Customer Satisfaction, Accounts Receivable, Sales, Accounting, Accounts Payable, Microsoft Word
Education
Atlantic Technical Center 2009 — 2010
Practical Nursing, Medical
Broward College 2007 — 2008
none, General
Kalamazoo Valley Community College 2004 — 2005
none, General Courses
Macomb Community College 2001 — 2004
Associates, Medical Assistant
Richard Fifield, CPA, CISA Richard Fifield, CPA, CISA's Franklin Templeton Investments Experience January 2013 - April 2014
Job Sr Financial Analyst Finance Internal Controls at Visa
Industry Information Technology and Services
Experience
Visa April 2014 - Present
Franklin Templeton Investments January 2013 - April 2014
KPMG September 2008 - January 2013
Skills
IT Audit, Business Process..., Internal Audit, ERP, Sarbanes-Oxley Act, Financial Modeling, Information Technology, IT Strategy, Leadership, Budgets, Accounting, Sarbanes-Oxley, Enterprise Risk..., Risk Management, Auditing, Financial Audits, Internal Controls, SAS70, Chess, Business Process, Information Security, Access, Change Management, Management, External Audit, CISA, Finance, Governance, Assurance, SOX 404, Financial Analysis, COBIT
Education
California State University-Chico 2004 — 2008
B.S., Business Information Systems, Accounting
Visa April 2014 - Present
Franklin Templeton Investments January 2013 - April 2014
KPMG September 2008 - January 2013
Skills
IT Audit, Business Process..., Internal Audit, ERP, Sarbanes-Oxley Act, Financial Modeling, Information Technology, IT Strategy, Leadership, Budgets, Accounting, Sarbanes-Oxley, Enterprise Risk..., Risk Management, Auditing, Financial Audits, Internal Controls, SAS70, Chess, Business Process, Information Security, Access, Change Management, Management, External Audit, CISA, Finance, Governance, Assurance, SOX 404, Financial Analysis, COBIT
Education
California State University-Chico 2004 — 2008
B.S., Business Information Systems, Accounting
Kimberly Lopes Kimberly Lopes's Franklin Templeton Investments Experience June 2013 - Present
Job Associate Program Development Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2013 - Present
Franklin Templeton Investments April 2006 - June 2013
Franklin Templeton Investments June 2004 - March 2006
Franklin Templeton Investments May 2002 - June 2004
Franklin Templeton Investments October 2000 - May 2002
Comprehensive Medical Imaging September 1997 - October 2000
Toyota of Hollywood August 1994 - December 1996
Skills
Microsoft Excel, Project Management, PowerPoint, Microsoft Word, Microsoft Office, Training, Outlook, Customer Service, Vendor Management, Process Improvement, Business Analysis, Visio, SharePoint, Marketing, Disaster Recovery, Adobe Acrobat, Product Marketing, Inventory Management, Bloomberg, Portfolio Management, Equities, Fixed Income, Social Networking, Management, Analysis, Software Documentation, Risk Management, Data Analysis, Mutual Funds, Financial Services, Asset Management, Investments, Program Management
Education
Broward College 2004 — 2007
Associate of Science (A.S.), Paralegal
Broward Community College 2004 — 2007
A.S., Paralegal
Franklin Templeton Investments June 2013 - Present
Franklin Templeton Investments April 2006 - June 2013
Franklin Templeton Investments June 2004 - March 2006
Franklin Templeton Investments May 2002 - June 2004
Franklin Templeton Investments October 2000 - May 2002
Comprehensive Medical Imaging September 1997 - October 2000
Toyota of Hollywood August 1994 - December 1996
Skills
Microsoft Excel, Project Management, PowerPoint, Microsoft Word, Microsoft Office, Training, Outlook, Customer Service, Vendor Management, Process Improvement, Business Analysis, Visio, SharePoint, Marketing, Disaster Recovery, Adobe Acrobat, Product Marketing, Inventory Management, Bloomberg, Portfolio Management, Equities, Fixed Income, Social Networking, Management, Analysis, Software Documentation, Risk Management, Data Analysis, Mutual Funds, Financial Services, Asset Management, Investments, Program Management
Education
Broward College 2004 — 2007
Associate of Science (A.S.), Paralegal
Broward Community College 2004 — 2007
A.S., Paralegal
Heidi Upton's Franklin Templeton Investments Experience January 2005 - November 2007
Job Senior Communications Consultant II, Americas Chief Administrative Office
Industry Insurance
Experience
MetLife October 2013 - Present
Tiffany & Co. December 2007 - October 2013
Franklin Templeton Investments January 2005 - November 2007
International Association of Business Communicators (IABC) June 2002 - December 2004
International Association of Business Communicators (IABC) May 2001 - June 2002
Text 100 Public Relations June 2000 - May 2001
Skills
Internal Communications, Employee Engagement, Town Hall Meetings, Strategic Communications, Recognition Awards, SharePoint, Content Strategy, Content Management, Video Production, Multimedia, Public Relations, Project Management, Communications Planning, Event Planning, Leadership, Management, Marketing, Media Relations, Research, Social Media, Strategy, Team Leadership, Marketing Communications, Newsletters
Education
California State University-Chico 1995 — 1999
BA/Journalism, Public Relations
MetLife October 2013 - Present
Tiffany & Co. December 2007 - October 2013
Franklin Templeton Investments January 2005 - November 2007
International Association of Business Communicators (IABC) June 2002 - December 2004
International Association of Business Communicators (IABC) May 2001 - June 2002
Text 100 Public Relations June 2000 - May 2001
Skills
Internal Communications, Employee Engagement, Town Hall Meetings, Strategic Communications, Recognition Awards, SharePoint, Content Strategy, Content Management, Video Production, Multimedia, Public Relations, Project Management, Communications Planning, Event Planning, Leadership, Management, Marketing, Media Relations, Research, Social Media, Strategy, Team Leadership, Marketing Communications, Newsletters
Education
California State University-Chico 1995 — 1999
BA/Journalism, Public Relations
Justin Waller, CFP® Justin Waller, CFP®'s Franklin Templeton Investments Experience 1998 - 2000
Job Certified Financial Planner at Waller Financial Coaching, LLC
Industry Financial Services
Experience
Waller Financial Coaching, LLC October 2014 - Present
The H Group, Inc. August 2009 - Present
Financial Network Investment Corporation, Member SIPC August 2009 - December 2011
Ameriprise Financial Services, Inc. April 2000 - August 2009
Franklin Templeton Investments 1998 - 2000
Skills
Personal Financial..., Strategic Financial..., Personal Tax Planning, Investment Advisory, Wealth Management, Financial Advisory, Estate Planning, Portfolio Management, Wealth Accumulation, Retirement Planning, Asset Managment, Retirement, IRAs, Financial Planners
Education
University of California, Davis 1999 — 2001
Personal Financial Planning Program (Certificate Program), Personal Financial Planning
California State University-Chico 1996 — 1998
Bachelor of Science (B.S.), Business Administration - Strategic Management
Merced College 1993 — 1996
Associate of Arts (AA), Business Administration
Waller Financial Coaching, LLC October 2014 - Present
The H Group, Inc. August 2009 - Present
Financial Network Investment Corporation, Member SIPC August 2009 - December 2011
Ameriprise Financial Services, Inc. April 2000 - August 2009
Franklin Templeton Investments 1998 - 2000
Skills
Personal Financial..., Strategic Financial..., Personal Tax Planning, Investment Advisory, Wealth Management, Financial Advisory, Estate Planning, Portfolio Management, Wealth Accumulation, Retirement Planning, Asset Managment, Retirement, IRAs, Financial Planners
Education
University of California, Davis 1999 — 2001
Personal Financial Planning Program (Certificate Program), Personal Financial Planning
California State University-Chico 1996 — 1998
Bachelor of Science (B.S.), Business Administration - Strategic Management
Merced College 1993 — 1996
Associate of Arts (AA), Business Administration
Geoff LaDestro's Franklin Templeton Investments Experience 2001 - 2002
Job Sr. Product Manager at SAP Event Ticketing
Industry Internet
Experience
SAP February 2015 - Present
StubHub 2011 - July 2014
StubHub September 2009 - September 2011
StubHub 2008 - 2009
StubHub 2007 - 2008
StubHub 2006 - 2007
West Coast Novelty 2003 - 2006
Franklin Templeton Investments 2001 - 2002
Robertson Stephens 2000 - 2001
Skills
E-commerce, Product Management, User Experience, Agile Web Development, Mobile Applications, Usability Testing, Website Development, Feature Prioritization, Product Strategy, Strategy, Strategic Roadmaps, Product Requirements, Interaction Design, Corporate Communications, Omniture, Foresee, JIRA, Rally, Excel, PowerPoint, Analytics, Management, Marketing, Start-ups, Agile Methodologies, Mobile Devices, Marketing Strategy, Strategic Partnerships, Social Media, Online Advertising
Education
Bucknell University 1996 — 2000
BSBA, Major: Management / Minor: Economics
SAP February 2015 - Present
StubHub 2011 - July 2014
StubHub September 2009 - September 2011
StubHub 2008 - 2009
StubHub 2007 - 2008
StubHub 2006 - 2007
West Coast Novelty 2003 - 2006
Franklin Templeton Investments 2001 - 2002
Robertson Stephens 2000 - 2001
Skills
E-commerce, Product Management, User Experience, Agile Web Development, Mobile Applications, Usability Testing, Website Development, Feature Prioritization, Product Strategy, Strategy, Strategic Roadmaps, Product Requirements, Interaction Design, Corporate Communications, Omniture, Foresee, JIRA, Rally, Excel, PowerPoint, Analytics, Management, Marketing, Start-ups, Agile Methodologies, Mobile Devices, Marketing Strategy, Strategic Partnerships, Social Media, Online Advertising
Education
Bucknell University 1996 — 2000
BSBA, Major: Management / Minor: Economics
Debra Steinholtz's Franklin Templeton Investments Experience 2001 - 2007
Job Creative and Brand Management
Industry Marketing and Advertising
Experience
Wells Fargo Asset Management 2007 - Present
Franklin Templeton Investments 2001 - 2007
Autodesk 1993 - 2000
Skills
Corporate Branding, Email Marketing, Marketing Communications, Direct Marketing, Marketing Strategy, Integrated Marketing
Education
University of San Francisco 1999 — 2001
MHROD, Organization Development
California College of the Arts 1972 — 1975
BFA, Graphic Design
Wells Fargo Asset Management 2007 - Present
Franklin Templeton Investments 2001 - 2007
Autodesk 1993 - 2000
Skills
Corporate Branding, Email Marketing, Marketing Communications, Direct Marketing, Marketing Strategy, Integrated Marketing
Education
University of San Francisco 1999 — 2001
MHROD, Organization Development
California College of the Arts 1972 — 1975
BFA, Graphic Design
Greg Brackett Greg Brackett's Franklin Templeton Investments Experience 1997 - 1998
Job Regional Director at Cetera Advisor Networks
Industry Financial Services
Experience
BAR Financial, LLC April 1999 - Present
Cetera Advisor Networks January 2013 - Present
Cetera Advisor Networks LLC April 1999 - Present
Wells Fargo Bank 1998 - 1999
Franklin Templeton Investments 1997 - 1998
Skills
Marketing, Series 7, Partnerships, Investments, Mutual Funds, Banking, Financial Advisory, Finance, Financial Services, Management, Portfolio Management, Mergers, Wealth Management, Strategic Financial..., Securities, Insurance, Mergers
Education
California State University-Chico 1993 — 1997
B.S., Management & Conflict Resolution
BAR Financial, LLC April 1999 - Present
Cetera Advisor Networks January 2013 - Present
Cetera Advisor Networks LLC April 1999 - Present
Wells Fargo Bank 1998 - 1999
Franklin Templeton Investments 1997 - 1998
Skills
Marketing, Series 7, Partnerships, Investments, Mutual Funds, Banking, Financial Advisory, Finance, Financial Services, Management, Portfolio Management, Mergers, Wealth Management, Strategic Financial..., Securities, Insurance, Mergers
Education
California State University-Chico 1993 — 1997
B.S., Management & Conflict Resolution
Darrell McKay Darrell McKay's Franklin Templeton Investments Experience March 1999 - January 2000
Job VP, J&M Consultants, Inc.
Industry Telecommunications
Experience
J&M Consultants, Inc. April 1988 - Present
VISA 2002 - 2009
Roth & Associates 2001 - 2009
AmSouth Bank March 2002 - May 2002
Bell Labs Lucent Technologies July 2000 - August 2001
Ascend Communications October 1997 - July 2000
Franklin Templeton Investments March 1999 - January 2000
Swiss Bank Corp. 1989 - 1998
Total Assets Protection, Inc. July 1986 - March 1988
Chevron Corporation 1978 - 1986
Skills
Vendor Management, Disaster Recovery, Business Continuity, Data Center, Telecommunications, Software Installation, Project Delivery, Integration, SAN, Infrastructure, IT Strategy, Network Architecture, Enterprise Architecture, Networking, Information Security..., Security, Project Planning, Cloud Computing, Network Design, VoIP, Project Management, Product Management, IT Operations, Project Portfolio..., Testing, IT Service Management, PMP, IT Management, Virtualization, IP, Wireless, Program Management, ITIL
Education
California Polytechnic State University-San Luis Obispo 1974 — 1977
BS, Electronics
J&M Consultants, Inc. April 1988 - Present
VISA 2002 - 2009
Roth & Associates 2001 - 2009
AmSouth Bank March 2002 - May 2002
Bell Labs Lucent Technologies July 2000 - August 2001
Ascend Communications October 1997 - July 2000
Franklin Templeton Investments March 1999 - January 2000
Swiss Bank Corp. 1989 - 1998
Total Assets Protection, Inc. July 1986 - March 1988
Chevron Corporation 1978 - 1986
Skills
Vendor Management, Disaster Recovery, Business Continuity, Data Center, Telecommunications, Software Installation, Project Delivery, Integration, SAN, Infrastructure, IT Strategy, Network Architecture, Enterprise Architecture, Networking, Information Security..., Security, Project Planning, Cloud Computing, Network Design, VoIP, Project Management, Product Management, IT Operations, Project Portfolio..., Testing, IT Service Management, PMP, IT Management, Virtualization, IP, Wireless, Program Management, ITIL
Education
California Polytechnic State University-San Luis Obispo 1974 — 1977
BS, Electronics
Sean Borella Sean Borella's Franklin Templeton Investments Experience December 2012 - January 2013
Job Institutional Business Development Associate at RS Investments
Industry Financial Services
Experience
RS Investments February 2015 - Present
FutureAdvisor July 2014 - January 2015
Hewins Financial Wipfli Hewins June 2013 - June 2014
Franklin Templeton Investments December 2012 - January 2013
Stifel Financial Corp. September 2012 - December 2012
Franklin Templeton Investments June 2012 - August 2012
Skills
Strategic Financial..., Marketing Research, Investments, Insurance, Marketing Strategy, Financial Planning, Financial Markets, Microsoft Office, Excel, Series 65, Series 6, Series 63
Education
California State University-Chico 2009 — 2013
Business, Marketing
St. Ignatius College Preparatory 2005 — 2009
RS Investments February 2015 - Present
FutureAdvisor July 2014 - January 2015
Hewins Financial Wipfli Hewins June 2013 - June 2014
Franklin Templeton Investments December 2012 - January 2013
Stifel Financial Corp. September 2012 - December 2012
Franklin Templeton Investments June 2012 - August 2012
Skills
Strategic Financial..., Marketing Research, Investments, Insurance, Marketing Strategy, Financial Planning, Financial Markets, Microsoft Office, Excel, Series 65, Series 6, Series 63
Education
California State University-Chico 2009 — 2013
Business, Marketing
St. Ignatius College Preparatory 2005 — 2009
Ali Landeros's Franklin Templeton Investments Experience May 2011 - November 2011
Job Sales Support Specialist at United Retirement Plan Consultants
Industry Marketing and Advertising
Experience
United Retirement Plan Consultants June 2014 - Present
United Retirement Plan Consultants April 2012 - June 2014
Habitat for Humanity February 2012 - April 2012
Franklin Templeton Investments May 2011 - November 2011
Pi Kappa Alpha- Lambda Psi Chapter October 2009 - May 2011
Calfornia State University, Chico January 2009 - May 2011
Garden Grove Unified School District October 2007 - August 2008
Skills
Research, Market Research, Interpreter, Customer Service, Microsoft Office, Excel, Word, Policy, PeopleSoft, Public Relations, Public Speaking, Pega, Trillium, Adobe Creative Suite, Recruitment Advertising, Student Recruitment, Microsoft Word, Microsoft Excel, Editing, Training
Education
CSU Chico 2008 — 2011
Bachelor's Degree, History-Business
Golden West College 2005 — 2008
Associates, General-History
Walton Intermediate
United Retirement Plan Consultants June 2014 - Present
United Retirement Plan Consultants April 2012 - June 2014
Habitat for Humanity February 2012 - April 2012
Franklin Templeton Investments May 2011 - November 2011
Pi Kappa Alpha- Lambda Psi Chapter October 2009 - May 2011
Calfornia State University, Chico January 2009 - May 2011
Garden Grove Unified School District October 2007 - August 2008
Skills
Research, Market Research, Interpreter, Customer Service, Microsoft Office, Excel, Word, Policy, PeopleSoft, Public Relations, Public Speaking, Pega, Trillium, Adobe Creative Suite, Recruitment Advertising, Student Recruitment, Microsoft Word, Microsoft Excel, Editing, Training
Education
CSU Chico 2008 — 2011
Bachelor's Degree, History-Business
Golden West College 2005 — 2008
Associates, General-History
Walton Intermediate
Nicole Johnston Nicole Johnston's Franklin Templeton Investments Experience May 2014 - August 2014
Job Executive Director of Marketing, Chico State Business, IT & SAP Career Fair
Industry Marketing and Advertising
Experience
Pearson July 2015 - Present
Phi Chi Theta Business Fraternity August 2015 - Present
Pearson Education February 2013 - Present
Pearson Education June 2015 - August 2015
Tjaarda Design September 2014 - December 2014
Franklin Templeton Investments May 2014 - August 2014
Runway Boutique March 2011 - June 2012
Skills
Time Management, Public Speaking, Social Media Marketing, SharePoint, Marketing, Communication Skills, Project Management, Microsoft Excel, Microsoft Office, Facebook, Proficient Typing Skills, Communication, Microsoft Word
Education
California State University-Chico 2012 — 2016
Marketing, Junior
Scuola di Amministrazione Aziendale (Torino, Italy) 2014 — 2014
Bachelor of Business Administration (BBA), Marketing, Junior
Pearson July 2015 - Present
Phi Chi Theta Business Fraternity August 2015 - Present
Pearson Education February 2013 - Present
Pearson Education June 2015 - August 2015
Tjaarda Design September 2014 - December 2014
Franklin Templeton Investments May 2014 - August 2014
Runway Boutique March 2011 - June 2012
Skills
Time Management, Public Speaking, Social Media Marketing, SharePoint, Marketing, Communication Skills, Project Management, Microsoft Excel, Microsoft Office, Facebook, Proficient Typing Skills, Communication, Microsoft Word
Education
California State University-Chico 2012 — 2016
Marketing, Junior
Scuola di Amministrazione Aziendale (Torino, Italy) 2014 — 2014
Bachelor of Business Administration (BBA), Marketing, Junior
Rosheen Ashtiani's Franklin Templeton Investments Experience June 2008 - August 2008
Job Program Solutions Manager at Oracle
Industry Computer Software
Experience
Oracle June 2015 - Present
Oracle April 2014 - June 2015
Oracle January 2013 - April 2014
Oracle August 2010 - January 2013
Cbeyond September 2009 - April 2010
Central Coast PRspectives March 2009 - June 2009
Franklin Templeton Investments June 2008 - August 2008
Franklin Templeton Investments June 2007 - September 2007
Skills
Account Management, Project Management, Marketing, PowerPoint, Project Planning, Strategic Planning, Sales, Team Leadership, Process Improvement, Philanthropy, Non-profits, Volunteering, Volunteer Recruiting, Cloud Computing, Start-ups, Sales Management, B2B, SaaS
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
B.A. English, Spanish Minor
Oracle June 2015 - Present
Oracle April 2014 - June 2015
Oracle January 2013 - April 2014
Oracle August 2010 - January 2013
Cbeyond September 2009 - April 2010
Central Coast PRspectives March 2009 - June 2009
Franklin Templeton Investments June 2008 - August 2008
Franklin Templeton Investments June 2007 - September 2007
Skills
Account Management, Project Management, Marketing, PowerPoint, Project Planning, Strategic Planning, Sales, Team Leadership, Process Improvement, Philanthropy, Non-profits, Volunteering, Volunteer Recruiting, Cloud Computing, Start-ups, Sales Management, B2B, SaaS
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
B.A. English, Spanish Minor
Jennifer Dunsford's Franklin Templeton Investments Experience August 1995 - June 2001
Job LifeWay Films Marketing Coordinator at LifeWay Christian Resources
Industry Marketing and Advertising
Experience
LifeWay Christian Resources May 2015 - Present
LifeWay Christian Resources January 2014 - April 2015
Sumner County School Board August 2011 - December 2013
Squeaky Wheel Marketing May 2011 - May 2013
Dunsford Insurance Services June 2001 - January 2011
Franklin Templeton Investments August 1995 - June 2001
Skills
Social Media, Blogging, Facebook, Microsoft Office, Customer Service, Microsoft Word, Photography, Social Networking, Fundraising, Wordpress, Blogger, Teaching, Educational Leadership, WordPress
Education
Western Governors University 2012 — 2015
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Broward Community College
Associates Degree, Education
Western High School
LifeWay Christian Resources May 2015 - Present
LifeWay Christian Resources January 2014 - April 2015
Sumner County School Board August 2011 - December 2013
Squeaky Wheel Marketing May 2011 - May 2013
Dunsford Insurance Services June 2001 - January 2011
Franklin Templeton Investments August 1995 - June 2001
Skills
Social Media, Blogging, Facebook, Microsoft Office, Customer Service, Microsoft Word, Photography, Social Networking, Fundraising, Wordpress, Blogger, Teaching, Educational Leadership, WordPress
Education
Western Governors University 2012 — 2015
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Broward Community College
Associates Degree, Education
Western High School
Dustin C. Hart's Franklin Templeton Investments Experience March 2014 - Present
Job Global Product Marketing Specialist at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments March 2014 - Present
Franklin Templeton Investments July 2012 - March 2014
Franklin Templeton Investments August 2011 - July 2012
Brown-Forman March 2010 - October 2010
BJ's Restaurants, Inc. June 2003 - July 2006
Skills
Marketing, Sales, Relationship Building, Leadership, Public Speaking, Management, Customer Service, Brand Development, Mutual Funds, Financial Services, Product Marketing, Fixed Income Strategies, Asset Allocation, SharePoint, Alternative Investments, Hedge Funds, Team Management, Corporate Branding, Telecommunications..., Psychology, Social Psychology, Behavioral Psychology, Written & Oral..., Retirement Planning, Market Analysis, Microsoft Excel, Social Media, Social Media Marketing, Microsoft Word, Analysis, Microsoft Office, Finance, Investments, PowerPoint, Marketing Strategy, Social Networking
Education
Cal Poly San Luis Obispo 2006 — 2008
Bachelor of Science (BS), Psychology, 3.4
Sierra College 2004 — 2006
Associate of Science (AS), Fire Technology, 3.8 GPA
EMSTI
Emergency Medical Technology/Technician (EMT Paramedic)
Oak Ridge High School
Franklin Templeton Investments March 2014 - Present
Franklin Templeton Investments July 2012 - March 2014
Franklin Templeton Investments August 2011 - July 2012
Brown-Forman March 2010 - October 2010
BJ's Restaurants, Inc. June 2003 - July 2006
Skills
Marketing, Sales, Relationship Building, Leadership, Public Speaking, Management, Customer Service, Brand Development, Mutual Funds, Financial Services, Product Marketing, Fixed Income Strategies, Asset Allocation, SharePoint, Alternative Investments, Hedge Funds, Team Management, Corporate Branding, Telecommunications..., Psychology, Social Psychology, Behavioral Psychology, Written & Oral..., Retirement Planning, Market Analysis, Microsoft Excel, Social Media, Social Media Marketing, Microsoft Word, Analysis, Microsoft Office, Finance, Investments, PowerPoint, Marketing Strategy, Social Networking
Education
Cal Poly San Luis Obispo 2006 — 2008
Bachelor of Science (BS), Psychology, 3.4
Sierra College 2004 — 2006
Associate of Science (AS), Fire Technology, 3.8 GPA
EMSTI
Emergency Medical Technology/Technician (EMT Paramedic)
Oak Ridge High School
Veronica Keating Veronica Keating's Franklin Templeton Investments Experience April 2012 - Present
Job Project Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2012 - Present
CSC August 2008 - April 2012
CDM Technologies October 2006 - June 2008
Skills
Software Project..., Business Analysis, Project Management, SDLC, Requirements Analysis, IT Strategy, Program Management, Strategic Planning, Process Improvement, Business Process..., Integration, Cross-functional Team..., Financial Services, Management, Microsoft Office, Vendor Management
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
Bachelor's degree, Computer Science
Franklin Templeton Investments April 2012 - Present
CSC August 2008 - April 2012
CDM Technologies October 2006 - June 2008
Skills
Software Project..., Business Analysis, Project Management, SDLC, Requirements Analysis, IT Strategy, Program Management, Strategic Planning, Process Improvement, Business Process..., Integration, Cross-functional Team..., Financial Services, Management, Microsoft Office, Vendor Management
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
Bachelor's degree, Computer Science
Stanley Granovski Stanley Granovski's Franklin Templeton Investments Experience November 2013 - Present
Job Senior Investment Risk Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments November 2013 - Present
ING December 2011 - November 2013
ExcellerateHRO - HP Enterprise Services April 2005 - April 2010
Towers Perrin October 2001 - March 2005
Watson Wyatt May 2000 - October 2001
Skills
Actuarial, Valuation, Statistical Modeling, VBA, Defined Benefit, Portfolio Management, Risk Management, Actuarial Science, Fixed Income, Financial Risk, Derivatives, Quantitative Analytics, Applied Mathematics, Visual Basic, QRM, Economic Capital, Monte Carlo Simulation, Quantitative Risk..., Equity Valuation, Equity Capital Markets, VAR, Matlab, R, SQL, Oracle, XML, Software Implementation, Mathematical Analysis, Fixed Income Analysis, Portfolio Risk, Asset Management, Business Strategy, Relationship Management, Pension Administration, Retirement Plan..., Software Integrations, Business Process..., Microsoft Office, Crystal Reports, Investments, Analysis, Pension Funds, Equities, Retirement, Quantitative Finance, ALM, Capital Markets, Market Risk, Finance
Education
Bryant University 1996 — 2000
B.S., Applied Actuarial Mathematics
Donetsk Physics and Mathematics #17 1993 — 1995
High School Diploma, Advanced Study Program in Physics and Mathematics
Franklin Templeton Investments November 2013 - Present
ING December 2011 - November 2013
ExcellerateHRO - HP Enterprise Services April 2005 - April 2010
Towers Perrin October 2001 - March 2005
Watson Wyatt May 2000 - October 2001
Skills
Actuarial, Valuation, Statistical Modeling, VBA, Defined Benefit, Portfolio Management, Risk Management, Actuarial Science, Fixed Income, Financial Risk, Derivatives, Quantitative Analytics, Applied Mathematics, Visual Basic, QRM, Economic Capital, Monte Carlo Simulation, Quantitative Risk..., Equity Valuation, Equity Capital Markets, VAR, Matlab, R, SQL, Oracle, XML, Software Implementation, Mathematical Analysis, Fixed Income Analysis, Portfolio Risk, Asset Management, Business Strategy, Relationship Management, Pension Administration, Retirement Plan..., Software Integrations, Business Process..., Microsoft Office, Crystal Reports, Investments, Analysis, Pension Funds, Equities, Retirement, Quantitative Finance, ALM, Capital Markets, Market Risk, Finance
Education
Bryant University 1996 — 2000
B.S., Applied Actuarial Mathematics
Donetsk Physics and Mathematics #17 1993 — 1995
High School Diploma, Advanced Study Program in Physics and Mathematics
Jeremy Cottriel Jeremy Cottriel's Franklin Templeton Investments Experience August 2014 - Present
Job Digital Marketing Analyst at Franklin Templeton Investments
Industry Information Technology and Services
Experience
Franklin Templeton Investments August 2014 - Present
Hewlett-Packard June 2012 - June 2014
Trader Joe's August 2007 - January 2013
California State University, Chico August 2012 - December 2012
Nargan Fire and Safety July 2004 - August 2007
Skills
Tableau, QlikView, QlikView Development, SAP, Microsoft Excel, SharePoint, Customer Service, Management, Leadership, Microsoft Office, Project Management, Goal Oriented, PowerPoint, Time Management, Software Documentation, Sales, Team Leadership, Customer Satisfaction, POS, SharePoint Designer, Data Analysis, Microsoft Word, Inventory Management, Outlook, Organization, Retail Sales, Merchandising, Cashiering, Retail, Training, Business Analysis, Team Building, Access, Marketing, Troubleshooting, Networking, Analysis, Teamwork, SQL, Business Intelligence
Education
California State University-Chico 2010 — 2012
Business Information Systems, Management Information Systems, 3.08
Franklin Templeton Investments August 2014 - Present
Hewlett-Packard June 2012 - June 2014
Trader Joe's August 2007 - January 2013
California State University, Chico August 2012 - December 2012
Nargan Fire and Safety July 2004 - August 2007
Skills
Tableau, QlikView, QlikView Development, SAP, Microsoft Excel, SharePoint, Customer Service, Management, Leadership, Microsoft Office, Project Management, Goal Oriented, PowerPoint, Time Management, Software Documentation, Sales, Team Leadership, Customer Satisfaction, POS, SharePoint Designer, Data Analysis, Microsoft Word, Inventory Management, Outlook, Organization, Retail Sales, Merchandising, Cashiering, Retail, Training, Business Analysis, Team Building, Access, Marketing, Troubleshooting, Networking, Analysis, Teamwork, SQL, Business Intelligence
Education
California State University-Chico 2010 — 2012
Business Information Systems, Management Information Systems, 3.08
Steven Soshea's Franklin Templeton Investments Experience November 2011 - January 2013
Job Lead UI/UX Designer at Ingenio
Industry Design
Experience
Ingenio March 2015 - Present
Steven Soshea Design April 2001 - Present
Ootem Advertising June 2013 - August 2013
Franklin Templeton Investments November 2011 - January 2013
Scientific Learning March 2011 - May 2011
Good Technology February 2010 - May 2010
Openwave Systems July 2005 - November 2007
Macromedia February 1995 - April 2001
Berkeley Systems, Inc. December 1991 - December 1994
Steven Soshea Design March 1986 - November 1991
Skills
User Experience, Creative Direction, Web Design, Adobe Creative Suite, Graphic Design, Visual Design, Interaction Design, User Experience Design, Logo Design, Illustrator, Dreamweaver, responsive design, Team Leadership, Project Management, Flash, Corporate Branding, Team Building, Concept Development, Brochures, Packaging, Photoshop, InDesign, Integrated Marketing, Mac, Layout, Mobile Devices, Mobile Applications, ActionScript, Photography, Wireframes, XHTML, WordPress, HTML, CSS, Social Networking, Illustration, CMS, Mobile, Agile Methodologies, HTML5, User Flows, Persona, UXPin, jQuery, Information Architecture, User Interface, Advertising
Education
California College of the Arts 1980 — 1983
BFA, Interdisciplinary Design
University of California, Berkeley 1978 — 1980
Art, Architecture, Chemistry, Economics
Ingenio March 2015 - Present
Steven Soshea Design April 2001 - Present
Ootem Advertising June 2013 - August 2013
Franklin Templeton Investments November 2011 - January 2013
Scientific Learning March 2011 - May 2011
Good Technology February 2010 - May 2010
Openwave Systems July 2005 - November 2007
Macromedia February 1995 - April 2001
Berkeley Systems, Inc. December 1991 - December 1994
Steven Soshea Design March 1986 - November 1991
Skills
User Experience, Creative Direction, Web Design, Adobe Creative Suite, Graphic Design, Visual Design, Interaction Design, User Experience Design, Logo Design, Illustrator, Dreamweaver, responsive design, Team Leadership, Project Management, Flash, Corporate Branding, Team Building, Concept Development, Brochures, Packaging, Photoshop, InDesign, Integrated Marketing, Mac, Layout, Mobile Devices, Mobile Applications, ActionScript, Photography, Wireframes, XHTML, WordPress, HTML, CSS, Social Networking, Illustration, CMS, Mobile, Agile Methodologies, HTML5, User Flows, Persona, UXPin, jQuery, Information Architecture, User Interface, Advertising
Education
California College of the Arts 1980 — 1983
BFA, Interdisciplinary Design
University of California, Berkeley 1978 — 1980
Art, Architecture, Chemistry, Economics
Samantha Ruiz's Franklin Templeton Investments Experience July 2005 - 2007
Job Media Manager
Industry Marketing and Advertising
Experience
Kinetic Worldwide November 2010 - Present
KPMG LLP October 2007 - November 2010
Franklin Templeton Investments July 2005 - 2007
Kaiser Permanente June 2004 - August 2004
Kaiser Permanente June 2003 - August 2003
Agilent Technologies June 2002 - August 2002
Skills
Marketing, Marketing Strategy, Marketing Communications, Integrated Marketing, Account Management, Analytics, Management, Social Media, Leadership, Product Marketing, Advertising, Financial Analysis, Media Planning, Strategy, Business Development, Proposal Writing, Market Research, Negotiation, Project Planning, Competitive Analysis, Marketing Management, Digital Marketing, Digital Media, Project Management, Campaign Management, Strategic Planning, Media Buying
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
Bachelor of Science: Business Administration, Marketing
California Polytechnic State University-San Luis Obispo 2001 — 2005
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Kinetic Worldwide November 2010 - Present
KPMG LLP October 2007 - November 2010
Franklin Templeton Investments July 2005 - 2007
Kaiser Permanente June 2004 - August 2004
Kaiser Permanente June 2003 - August 2003
Agilent Technologies June 2002 - August 2002
Skills
Marketing, Marketing Strategy, Marketing Communications, Integrated Marketing, Account Management, Analytics, Management, Social Media, Leadership, Product Marketing, Advertising, Financial Analysis, Media Planning, Strategy, Business Development, Proposal Writing, Market Research, Negotiation, Project Planning, Competitive Analysis, Marketing Management, Digital Marketing, Digital Media, Project Management, Campaign Management, Strategic Planning, Media Buying
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
Bachelor of Science: Business Administration, Marketing
California Polytechnic State University-San Luis Obispo 2001 — 2005
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Cameron Jung Cameron Jung's Franklin Templeton Investments Experience December 2012 - April 2013
Job Helping teams reduce downtime
Industry Computer Software
Experience
PagerDuty August 2015 - Present
SOASTA, Inc. July 2015 - August 2015
SOASTA, Inc. October 2014 - July 2015
Market Street Partners June 2014 - October 2014
Market Street Partners April 2013 - June 2014
Franklin Templeton Investments December 2012 - April 2013
Taylor Frigon Capital Management LLC November 2011 - June 2012
Student Managed Portfolio Project September 2011 - June 2012
EIC Agency June 2011 - September 2011
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
B.S, Business Administration, Financial Management
Universitat Autònoma de Barcelona 2010 — 2010
International Business
PagerDuty August 2015 - Present
SOASTA, Inc. July 2015 - August 2015
SOASTA, Inc. October 2014 - July 2015
Market Street Partners June 2014 - October 2014
Market Street Partners April 2013 - June 2014
Franklin Templeton Investments December 2012 - April 2013
Taylor Frigon Capital Management LLC November 2011 - June 2012
Student Managed Portfolio Project September 2011 - June 2012
EIC Agency June 2011 - September 2011
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
B.S, Business Administration, Financial Management
Universitat Autònoma de Barcelona 2010 — 2010
International Business
Stephanie Streicher Stephanie Streicher's Franklin Templeton Investments Experience June 2006 - Present
Job Paralegal at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2006 - Present
Franklin Templeton Investments June 2006 - November 2008
Franklin Templeton Investments March 2006 - June 2006
Spherion Professional Services January 2006 - March 2006
Andy's Package and Lounge April 2004 - November 2005
BCDEC August 2002 - August 2004
Rosey Baby March 2002 - August 2002
Vienna Coffeehouse January 2002 - May 2002
Skills
Notary Public, Human Resources, File Management, Filing, Document Review, Data Entry, Event Planning, Payroll, Legal Documents, Accounts Receivable, Fundraising, Outlook, Litigation Support, Research, Time Management, Interviews, Portfolio Management, Administrative..., Newsletters, Management, Legal Assistance, Corporate Law, Auditing, Office Management, Legal Research, Legal Writing, Spreadsheets, Bankruptcy, Program Management, Customer Service, Accounts Payable, Telephone Skills, Trusts
Education
Florida Atlantic University 2009 — 2012
Bachelors in Arts, Major Small Business Management, Minor Accounting
Broward Community College 2007 — 2009
Associates in Arts, Business
Franklin Templeton Investments June 2006 - Present
Franklin Templeton Investments June 2006 - November 2008
Franklin Templeton Investments March 2006 - June 2006
Spherion Professional Services January 2006 - March 2006
Andy's Package and Lounge April 2004 - November 2005
BCDEC August 2002 - August 2004
Rosey Baby March 2002 - August 2002
Vienna Coffeehouse January 2002 - May 2002
Skills
Notary Public, Human Resources, File Management, Filing, Document Review, Data Entry, Event Planning, Payroll, Legal Documents, Accounts Receivable, Fundraising, Outlook, Litigation Support, Research, Time Management, Interviews, Portfolio Management, Administrative..., Newsletters, Management, Legal Assistance, Corporate Law, Auditing, Office Management, Legal Research, Legal Writing, Spreadsheets, Bankruptcy, Program Management, Customer Service, Accounts Payable, Telephone Skills, Trusts
Education
Florida Atlantic University 2009 — 2012
Bachelors in Arts, Major Small Business Management, Minor Accounting
Broward Community College 2007 — 2009
Associates in Arts, Business
David Mower David Mower's Franklin Templeton Investments Experience June 2014 - Present
Job Sr. Associate Customer Service at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2014 - Present
Franklin Templeton Investments October 2012 - May 2014
Bayside Solutions June 2012 - August 2012
Chico State Wildcat Store January 2009 - May 2012
Skills
Staffing Services, Talent Acquisition, Internet Recruiting, Recruiting, Technical Recruiting, Cold Calling, Interviews, Sourcing, Social Networking, Human Resources, Contract Recruitment, Customer Service, Temporary Placement, Leadership, Interview Preparation, Outlook, Time Management, Investment Banking, Microsoft Office, Mutual Funds, Applicant Tracking..., Career Opportunities, Training, Team Management, Event Planning, Management, Microsoft Word
Education
California State University-Chico 2007 — 2012
Bachelor's, Psychology
Franklin Templeton Investments June 2014 - Present
Franklin Templeton Investments October 2012 - May 2014
Bayside Solutions June 2012 - August 2012
Chico State Wildcat Store January 2009 - May 2012
Skills
Staffing Services, Talent Acquisition, Internet Recruiting, Recruiting, Technical Recruiting, Cold Calling, Interviews, Sourcing, Social Networking, Human Resources, Contract Recruitment, Customer Service, Temporary Placement, Leadership, Interview Preparation, Outlook, Time Management, Investment Banking, Microsoft Office, Mutual Funds, Applicant Tracking..., Career Opportunities, Training, Team Management, Event Planning, Management, Microsoft Word
Education
California State University-Chico 2007 — 2012
Bachelor's, Psychology
Ernst Calais, LEED AP Ernst Calais, LEED AP's Franklin Templeton Investments Experience October 1992 - April 2000
Job Global Real Estate Management Professional
Industry Real Estate
Experience
CoreNet Global 2012 - Present
Rambus June 2011 - Present
3PAR (Acquired by HP) May 2009 - June 2011
Logitech January 2008 - March 2009
CB Richard Ellis September 2006 - January 2008
Philips April 2001 - September 2006
Extricity, Inc. April 2000 - April 2001
Franklin Templeton Investments October 1992 - April 2000
Education
Golden Gate University 1997 — 1999
Masters, Business
California Polytechnic State University-San Luis Obispo 1987 — 1992
Bachelors of Science, Industrial Technology, Facilities Mgmt. Concentration
College of San Mateo 1984 — 1987
Associate of Science, Drafting Technology
Westmoor High
CoreNet Global 2012 - Present
Rambus June 2011 - Present
3PAR (Acquired by HP) May 2009 - June 2011
Logitech January 2008 - March 2009
CB Richard Ellis September 2006 - January 2008
Philips April 2001 - September 2006
Extricity, Inc. April 2000 - April 2001
Franklin Templeton Investments October 1992 - April 2000
Education
Golden Gate University 1997 — 1999
Masters, Business
California Polytechnic State University-San Luis Obispo 1987 — 1992
Bachelors of Science, Industrial Technology, Facilities Mgmt. Concentration
College of San Mateo 1984 — 1987
Associate of Science, Drafting Technology
Westmoor High
Jon Keeling Jon Keeling's Franklin Templeton Investments Experience June 2012 - December 2012
Job Financial Technology Consultant & Owner/Instructor at Silicon Valley Karate, LLC
Industry Investment Management
Experience
San Jose State University January 2014 - Present
Silicon Valley Karate 1997 - Present
Franklin Templeton Investments June 2012 - December 2012
American Century Investments December 2006 - January 2012
Bloomberg March 2000 - December 2006
Salomon Smith Barney January 1999 - March 2000
Lehman Brothers August 1994 - June 1997
Morgan Stanley August 1992 - August 1994
Skills
Fixed Income, Trading, Options, Electronic Trading, Trading Systems, Bloomberg, Portfolio Management, Financial Markets, Bonds, Series 7, Capital Markets, Hedge Funds, Financial Services, Equities, Mutual Funds, Investment Management, Market Data, Vendor Management, Derivatives, Securities, Equity Trading, Alternative Investments, Investments, FX trading, Investment Advisory, Equity Research, Bloomberg Terminal, Risk Management, Asset Management, Asset Allocation, Portfolio Optimization, Series 63, ETFs, Investment Strategies, FINRA, Technical Analysis, Emerging Markets, FX Options, Commodity
Education
Fresno Pacific University 2014 — 2015
Master's Degree, Kinesiology and Exercise Science
University of California, Santa Cruz 1990 — 1991
BA, Economics
Cabrillo College 1989 — 1989
Stony Brook University 1988 — 1989
Newtown High School 1981 — 1985
San Jose State University January 2014 - Present
Silicon Valley Karate 1997 - Present
Franklin Templeton Investments June 2012 - December 2012
American Century Investments December 2006 - January 2012
Bloomberg March 2000 - December 2006
Salomon Smith Barney January 1999 - March 2000
Lehman Brothers August 1994 - June 1997
Morgan Stanley August 1992 - August 1994
Skills
Fixed Income, Trading, Options, Electronic Trading, Trading Systems, Bloomberg, Portfolio Management, Financial Markets, Bonds, Series 7, Capital Markets, Hedge Funds, Financial Services, Equities, Mutual Funds, Investment Management, Market Data, Vendor Management, Derivatives, Securities, Equity Trading, Alternative Investments, Investments, FX trading, Investment Advisory, Equity Research, Bloomberg Terminal, Risk Management, Asset Management, Asset Allocation, Portfolio Optimization, Series 63, ETFs, Investment Strategies, FINRA, Technical Analysis, Emerging Markets, FX Options, Commodity
Education
Fresno Pacific University 2014 — 2015
Master's Degree, Kinesiology and Exercise Science
University of California, Santa Cruz 1990 — 1991
BA, Economics
Cabrillo College 1989 — 1989
Stony Brook University 1988 — 1989
Newtown High School 1981 — 1985
Jennifer Sommerville Jennifer Sommerville's Franklin Templeton Investments Experience July 2015 - Present
Job Sales Territory Coordinator at Franklin Templeton Investments
Industry Marketing and Advertising
Experience
Franklin Templeton Investments July 2015 - Present
Franklin Templeton Investments November 2014 - July 2015
Sportsworld Inc October 2007 - November 2014
CSU Chico Study Abroad August 2013 - May 2014
Abercrombie & Fitch June 2012 - August 2012
Skills
Marketing, Communication, Organization, Positivity, Time Management, Reliable, Loyal, Cooperative, People-oriented, Social Networking, Social Skills, Public Speaking, Event Management, PowerPoint, Teamwork, Microsoft Word, Social Media, Microsoft Excel, Marketing Communications, Constant Contact, Sales, Public Relations, Event Planning, Google Docs
Education
CSU Chico 2009 — 2014
Bachelor of Science (B.S.), Business Administration with a focus in Marketing
Università degli Studi di Torino 2012 — 2013
Marketing
Woodcreek High School
Franklin Templeton Investments July 2015 - Present
Franklin Templeton Investments November 2014 - July 2015
Sportsworld Inc October 2007 - November 2014
CSU Chico Study Abroad August 2013 - May 2014
Abercrombie & Fitch June 2012 - August 2012
Skills
Marketing, Communication, Organization, Positivity, Time Management, Reliable, Loyal, Cooperative, People-oriented, Social Networking, Social Skills, Public Speaking, Event Management, PowerPoint, Teamwork, Microsoft Word, Social Media, Microsoft Excel, Marketing Communications, Constant Contact, Sales, Public Relations, Event Planning, Google Docs
Education
CSU Chico 2009 — 2014
Bachelor of Science (B.S.), Business Administration with a focus in Marketing
Università degli Studi di Torino 2012 — 2013
Marketing
Woodcreek High School
Bernard Milord Bernard Milord's Franklin Templeton Investments Experience August 2015 - Present
Job Data Center Engineer at ServerPronto
Industry Hospital & Health Care
Experience
Franklin Templeton Investments August 2015 - Present
Infolink.com April 2012 - Present
Miami Jewish Health Systems August 2011 - June 2013
The Answer Group (TAG) February 2008 - June 2011
Teleperformance February 2007 - June 2010
Skills
Cisco Technologies, Microsoft Office, Frame Relay, Network Security, Active Directory, Cisco IOS, Exchange 2010/2007/2003, Citrix, VMware ESX, Windows Server, Network Administration, Data Center, VLAN, Help Desk Support, Microsoft Exchange, Windows 7, Wireless Networking, CCNA, TCP/IP, Networking, Windows XP, VMware, System Administration, Cisco Routers, Cloud Computing, Information Technology, DNS, Windows, DHCP, OS X, Troubleshooting, VoIP, Virtualization, Remote Desktop, Firewalls, Server Administration, Group Policy, Routers, Switches, Network Engineering, Dell PowerEdge Servers, Telecommunications, Technical Support, Computer Hardware, Software Installation, VPN, LAN-WAN, WAN, Backup Exec, Servers
Education
Broward College 2014 — 2016
Bachelor's degree, Computer/Information Technology Administration and Management, 3.2
Miami Dade College 2010 — 2013
Associate of Science (A.S.), Computer Systems Networking and Telecommunications
Franklin Templeton Investments August 2015 - Present
Infolink.com April 2012 - Present
Miami Jewish Health Systems August 2011 - June 2013
The Answer Group (TAG) February 2008 - June 2011
Teleperformance February 2007 - June 2010
Skills
Cisco Technologies, Microsoft Office, Frame Relay, Network Security, Active Directory, Cisco IOS, Exchange 2010/2007/2003, Citrix, VMware ESX, Windows Server, Network Administration, Data Center, VLAN, Help Desk Support, Microsoft Exchange, Windows 7, Wireless Networking, CCNA, TCP/IP, Networking, Windows XP, VMware, System Administration, Cisco Routers, Cloud Computing, Information Technology, DNS, Windows, DHCP, OS X, Troubleshooting, VoIP, Virtualization, Remote Desktop, Firewalls, Server Administration, Group Policy, Routers, Switches, Network Engineering, Dell PowerEdge Servers, Telecommunications, Technical Support, Computer Hardware, Software Installation, VPN, LAN-WAN, WAN, Backup Exec, Servers
Education
Broward College 2014 — 2016
Bachelor's degree, Computer/Information Technology Administration and Management, 3.2
Miami Dade College 2010 — 2013
Associate of Science (A.S.), Computer Systems Networking and Telecommunications
Brent Pierce Brent Pierce's Franklin Templeton Investments Experience January 2011 - Present
Job Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments January 2011 - Present
XOS Digital 2010 - 2014
Franklin Templeton Investments August 2008 - January 2011
Franklin Templeton Investments May 2006 - August 2008
Franklin Templeton Investments August 2004 - May 2006
Franklin Templeton Investments December 2002 - August 2004
Skills
Investments, Microsoft Excel, Mutual Funds, Financial Analysis, Business Analysis, Marketing, Insurance, Analysis, Risk Management, Customer Service, Strategic Financial..., Strategic Planning, Leadership, Budgets, Banking, Finance, Microsoft Office, Financial Planning, Team Building
Education
California State University-Chico 1993 — 2000
Bachelor of Science, Physical Education
Franklin Templeton Investments January 2011 - Present
XOS Digital 2010 - 2014
Franklin Templeton Investments August 2008 - January 2011
Franklin Templeton Investments May 2006 - August 2008
Franklin Templeton Investments August 2004 - May 2006
Franklin Templeton Investments December 2002 - August 2004
Skills
Investments, Microsoft Excel, Mutual Funds, Financial Analysis, Business Analysis, Marketing, Insurance, Analysis, Risk Management, Customer Service, Strategic Financial..., Strategic Planning, Leadership, Budgets, Banking, Finance, Microsoft Office, Financial Planning, Team Building
Education
California State University-Chico 1993 — 2000
Bachelor of Science, Physical Education
Bernard Nguyen Bernard Nguyen's Franklin Templeton Investments Experience March 2005 - November 2007
Job Senior Director, Platform Development at ServiceNow
Industry Computer Software
Experience
ServiceNow October 2012 - Present
Zynga April 2011 - October 2012
adap.tv November 2007 - April 2011
Franklin Templeton Investments March 2005 - November 2007
Wavelink April 2004 - March 2005
Istante Software September 2002 - April 2004
Talking Blocks January 2001 - September 2002
Xpedior September 1999 - January 2001
Skills
Java, Agile Methodologies, Distributed Systems, Scalability, Software Engineering, XML, Web Services, C++, Cloud Computing, SaaS, Enterprise Software, Web Applications, Mobile Devices, Java Enterprise Edition, Integration
Education
California Polytechnic State University-San Luis Obispo
BS
ServiceNow October 2012 - Present
Zynga April 2011 - October 2012
adap.tv November 2007 - April 2011
Franklin Templeton Investments March 2005 - November 2007
Wavelink April 2004 - March 2005
Istante Software September 2002 - April 2004
Talking Blocks January 2001 - September 2002
Xpedior September 1999 - January 2001
Skills
Java, Agile Methodologies, Distributed Systems, Scalability, Software Engineering, XML, Web Services, C++, Cloud Computing, SaaS, Enterprise Software, Web Applications, Mobile Devices, Java Enterprise Edition, Integration
Education
California Polytechnic State University-San Luis Obispo
BS
Jared Davit Jared Davit's Franklin Templeton Investments Experience March 2015 - Present
Job Sales Associate at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments March 2015 - Present
Oracle September 2013 - July 2014
Oracle July 2013 - September 2013
Bank of America June 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, SQL, Social Media, Public Speaking, C++, HTML, Accounting, Data Analysis, Marketing Strategy
Education
California Polytechnic State University-San Luis Obispo 2010 — 2013
Economics, Finance and Financial Management Services
Franklin Templeton Investments March 2015 - Present
Oracle September 2013 - July 2014
Oracle July 2013 - September 2013
Bank of America June 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, SQL, Social Media, Public Speaking, C++, HTML, Accounting, Data Analysis, Marketing Strategy
Education
California Polytechnic State University-San Luis Obispo 2010 — 2013
Economics, Finance and Financial Management Services
Glenn Seitz Glenn Seitz's Franklin Templeton Investments Experience August 2000 - Present
Job Sales Management at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Group December 2005 - Present
Franklin Templeton Investments August 2000 - Present
Franklin Templeton Investments 2000 - 2010
Skills
Series 7, Series 6, Series 63, Mutual Funds, Sales Management, Coaching, Recruitment/Retention, Staff Management, Call Center, Team Building, Performance Management, Asset Allocation, Business Analysis, Call Centers, FINRA, Finance, Financial Services, Sales, Investments, Asset Management, Portfolio Management, Equities, Customer Service, Relationship Management
Education
California State University-Chico 1995 — 1999
BA, Music
other
Franklin Templeton Group December 2005 - Present
Franklin Templeton Investments August 2000 - Present
Franklin Templeton Investments 2000 - 2010
Skills
Series 7, Series 6, Series 63, Mutual Funds, Sales Management, Coaching, Recruitment/Retention, Staff Management, Call Center, Team Building, Performance Management, Asset Allocation, Business Analysis, Call Centers, FINRA, Finance, Financial Services, Sales, Investments, Asset Management, Portfolio Management, Equities, Customer Service, Relationship Management
Education
California State University-Chico 1995 — 1999
BA, Music
other
Eric Specht Eric Specht's Franklin Templeton Investments Experience February 2003 - September 2005
Job Trade Operations Manager at Charles Schwab
Industry Accounting
Experience
Charles Schwab March 2013 - Present
ALPS Fund Services, Inc. September 2011 - March 2013
Janus Capital September 2010 - September 2011
Janus Capital Group December 2006 - September 2010
Trammell Crow Residential September 2005 - November 2006
Best Buy July 1996 - February 2006
Franklin Templeton Investments February 2003 - September 2005
Skills
Bloomberg, Fund Accounting, Mutual Funds, Equities, Account Reconciliation, General Ledger, Accounting, Financial Reporting, Investments, Auditing, Corporate Finance, Finance, Portfolio Management, Fixed Income, Securities, Financial Services, Financial Statements, Forecasting, Internal Audit, Management
Education
Colorado State University 2013 — 2015
Executive MBA, Business Administration and Management, General
University of Central Florida - College of Business Administration 1999 — 2002
University of Central Florida, Bachelors of Science - Finance
Broward College 1997 — 1999
A.A., Business
Charles Schwab March 2013 - Present
ALPS Fund Services, Inc. September 2011 - March 2013
Janus Capital September 2010 - September 2011
Janus Capital Group December 2006 - September 2010
Trammell Crow Residential September 2005 - November 2006
Best Buy July 1996 - February 2006
Franklin Templeton Investments February 2003 - September 2005
Skills
Bloomberg, Fund Accounting, Mutual Funds, Equities, Account Reconciliation, General Ledger, Accounting, Financial Reporting, Investments, Auditing, Corporate Finance, Finance, Portfolio Management, Fixed Income, Securities, Financial Services, Financial Statements, Forecasting, Internal Audit, Management
Education
Colorado State University 2013 — 2015
Executive MBA, Business Administration and Management, General
University of Central Florida - College of Business Administration 1999 — 2002
University of Central Florida, Bachelors of Science - Finance
Broward College 1997 — 1999
A.A., Business
Courtney Lee's Franklin Templeton Investments Experience March 2012 - June 2015
Job 2017 MBA Candidate at Olin Business School, Washington University in St. Louis
Industry Financial Services
Experience
Olin Business School, Washington University in St. Louis July 2015 - Present
Franklin Templeton Investments March 2012 - June 2015
Franklin Templeton Investments October 2010 - February 2012
HT Media Ltd May 2009 - August 2009
Skills
Mutual Funds, Investments, Sales, Equities, Market Research, Alternative Investments, Investment Strategies, Retirement Planning, PowerPoint, Microsoft Excel, Investment Advisory, Separately Managed..., Financial Analysis, Fixed Income
Education
Brown University 2006 — 2010
Bachelor of Arts (BA), Business Economics
Oak Hall School
Olin Business School, Washington University in St. Louis July 2015 - Present
Franklin Templeton Investments March 2012 - June 2015
Franklin Templeton Investments October 2010 - February 2012
HT Media Ltd May 2009 - August 2009
Skills
Mutual Funds, Investments, Sales, Equities, Market Research, Alternative Investments, Investment Strategies, Retirement Planning, PowerPoint, Microsoft Excel, Investment Advisory, Separately Managed..., Financial Analysis, Fixed Income
Education
Brown University 2006 — 2010
Bachelor of Arts (BA), Business Economics
Oak Hall School
Tom Taggart's Franklin Templeton Investments Experience April 2015 - Present
Job Director, Global Fixed Income Product Marketing at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2015 - Present
Mitsubishi UFJ Financial Group / Union Bank April 2010 - September 2014
PMI Group, Inc. June 2008 - April 2010
Barclays Global Investors January 1999 - September 2007
The Charles Schwab Corporation June 1987 - December 1998
ABC Television January 1978 - January 1980
Skills
Marketing Communications, Advertising, Marketing, Brand Management, Editing, Creative Direction, Thought Leadership, Marketing Strategy, Social Media, Strategic Planning, Social Media Marketing, Integrated Marketing, Leadership, Messaging, Communication Training, Direct Marketing, Strategic Partnerships, Program Management, Strategy, Management
Education
San Francisco State University 1980 — 1983
M.A.
California State University, Fresno 1978 — 1980
BA
Franklin Templeton Investments April 2015 - Present
Mitsubishi UFJ Financial Group / Union Bank April 2010 - September 2014
PMI Group, Inc. June 2008 - April 2010
Barclays Global Investors January 1999 - September 2007
The Charles Schwab Corporation June 1987 - December 1998
ABC Television January 1978 - January 1980
Skills
Marketing Communications, Advertising, Marketing, Brand Management, Editing, Creative Direction, Thought Leadership, Marketing Strategy, Social Media, Strategic Planning, Social Media Marketing, Integrated Marketing, Leadership, Messaging, Communication Training, Direct Marketing, Strategic Partnerships, Program Management, Strategy, Management
Education
San Francisco State University 1980 — 1983
M.A.
California State University, Fresno 1978 — 1980
BA
Paul Carnevale's Franklin Templeton Investments Experience January 2003 - October 2011
Job Sr. Account Manager at Flite
Industry Marketing and Advertising
Experience
Flite November 2014 - Present
Flite October 2011 - October 2014
Franklin Templeton Investments January 2003 - October 2011
8Ball Media Design 2001 - 2002
Wine.com April 2000 - May 2001
Franklin Templeton Investments March 1998 - March 2000
Skills
Online Advertising, Client Relations, Account Management, CRM, SaaS, Start-ups, Technical Support, Campaign Management, Web Analytics, Digital Media, Project Management, Digital Strategy, Project Planning, Advertising, Interactive Media, Customer Service, Digital Marketing, E-commerce, rich-media, Project Portfolio..., Adobe Creative Suite, Training, Social Media Marketing, Management, Mobile Marketing, Photography, Online Marketing, Customer Relations, Global Branding
Education
University of California, Santa Cruz 2009 — 2010
Certificate, Project and Program Management
California State University-Chico 1992 — 1995
BS, Marketing
Flite November 2014 - Present
Flite October 2011 - October 2014
Franklin Templeton Investments January 2003 - October 2011
8Ball Media Design 2001 - 2002
Wine.com April 2000 - May 2001
Franklin Templeton Investments March 1998 - March 2000
Skills
Online Advertising, Client Relations, Account Management, CRM, SaaS, Start-ups, Technical Support, Campaign Management, Web Analytics, Digital Media, Project Management, Digital Strategy, Project Planning, Advertising, Interactive Media, Customer Service, Digital Marketing, E-commerce, rich-media, Project Portfolio..., Adobe Creative Suite, Training, Social Media Marketing, Management, Mobile Marketing, Photography, Online Marketing, Customer Relations, Global Branding
Education
University of California, Santa Cruz 2009 — 2010
Certificate, Project and Program Management
California State University-Chico 1992 — 1995
BS, Marketing
Anthony Custodio's Franklin Templeton Investments Experience 1994 - 1997
Job Private Wealth Advisor with Merrill Lynch Private Banking and Investment Group
Industry Investment Management
Experience
Merrill Lynch Private Banking and Investment Group November 2006 - Present
Wells Fargo Private Bank July 2002 - November 2006
Robertson Stephens 2001 - 2002
mPower Advisors, LLC 1997 - 2001
Franklin Templeton Investments 1994 - 1997
Skills
Investments, Asset Allocation, Investment Advisory, Risk Management, Financial Advisory, Wealth Management..., High Net Worth..., Alternative Investments, Emerging Markets, Investment Banking, Investment Management, Portfolio Management, Strategy
Education
Santa Clara University 1997 — 1999
MBA, Finance
California Polytechnic State University-San Luis Obispo 1990 — 1994
Bachelor of Science (B.S.), Business Administration/Finance
Merrill Lynch Private Banking and Investment Group November 2006 - Present
Wells Fargo Private Bank July 2002 - November 2006
Robertson Stephens 2001 - 2002
mPower Advisors, LLC 1997 - 2001
Franklin Templeton Investments 1994 - 1997
Skills
Investments, Asset Allocation, Investment Advisory, Risk Management, Financial Advisory, Wealth Management..., High Net Worth..., Alternative Investments, Emerging Markets, Investment Banking, Investment Management, Portfolio Management, Strategy
Education
Santa Clara University 1997 — 1999
MBA, Finance
California Polytechnic State University-San Luis Obispo 1990 — 1994
Bachelor of Science (B.S.), Business Administration/Finance
Sarah Steinkamp's Franklin Templeton Investments Experience August 2001 - June 2002
Job Vice President, Portfolio Manager
Industry Financial Services
Experience
Wells Fargo November 2010 - Present
Wells Fargo February 2010 - November 2010
Wells Fargo July 2009 - February 2010
Wells Fargo August 2007 - July 2009
Wells Fargo March 2004 - August 2007
Wells Fargo July 2002 - March 2004
Franklin Templeton Investments August 2001 - June 2002
Skills
Passed CFA Level 3: ..., SQL, SAS, Credit..., Forecasting, Portfolio Management, Six Sigma, Analytics, Banking, Financial Risk, Underwriting, Credit, Process Improvement, Analysis, Loans, Credit Analysis, Credit Risk, Commercial Lending, Mortgage Lending, Risk Management, Financial Analysis, Finance, Investments
Education
University of Iowa 2005 — 2009
Master of Business Administration (M.B.A.)
Buena Vista University 1997 — 2001
Bachelor of Arts (B.A.), Finance and Economics
Wells Fargo November 2010 - Present
Wells Fargo February 2010 - November 2010
Wells Fargo July 2009 - February 2010
Wells Fargo August 2007 - July 2009
Wells Fargo March 2004 - August 2007
Wells Fargo July 2002 - March 2004
Franklin Templeton Investments August 2001 - June 2002
Skills
Passed CFA Level 3: ..., SQL, SAS, Credit..., Forecasting, Portfolio Management, Six Sigma, Analytics, Banking, Financial Risk, Underwriting, Credit, Process Improvement, Analysis, Loans, Credit Analysis, Credit Risk, Commercial Lending, Mortgage Lending, Risk Management, Financial Analysis, Finance, Investments
Education
University of Iowa 2005 — 2009
Master of Business Administration (M.B.A.)
Buena Vista University 1997 — 2001
Bachelor of Arts (B.A.), Finance and Economics
Troy Seitz, CIMA®'s Franklin Templeton Investments Experience June 2012 - Present
Job Director, Global Product Marketing Solutions & Alternatives
Industry Financial Services
Experience
Franklin Templeton Investments June 2012 - Present
Principal Funds January 2000 - July 2012
MFEA 2004 - 2007
WM Group of Funds 2000 - 2006
Franklin Templeton Investments 1995 - 1999
Franklin Templeton Investments 1995 - 1997
Skills
Mutual Funds, Series 7, Portfolio Management, Asset Allocation, Financial Advisory, Marketing, Management, Securities, Product Marketing, Strategy, Alternative Investments, Marketing Strategy, Investments, Separately Managed..., Investment Advisory, ETFs
Education
California Polytechnic State University-San Luis Obispo 1992 — 1994
BS, Finance
Pasadena High School
Franklin Templeton Investments June 2012 - Present
Principal Funds January 2000 - July 2012
MFEA 2004 - 2007
WM Group of Funds 2000 - 2006
Franklin Templeton Investments 1995 - 1999
Franklin Templeton Investments 1995 - 1997
Skills
Mutual Funds, Series 7, Portfolio Management, Asset Allocation, Financial Advisory, Marketing, Management, Securities, Product Marketing, Strategy, Alternative Investments, Marketing Strategy, Investments, Separately Managed..., Investment Advisory, ETFs
Education
California Polytechnic State University-San Luis Obispo 1992 — 1994
BS, Finance
Pasadena High School
Gurjit Grewal's Franklin Templeton Investments Experience 2004 - 2006
Job Field Services Supervisor
Industry Management Consulting
Experience
All Weather, Inc. January 2014 - Present
Tri Counties Bank March 2006 - September 2013
Franklin Templeton Investments 2004 - 2006
Skills
Recruiting, Talent Acquisition, Strategy, Strategic Planning, System Deployment, Training, Employee Training, Employee Management, Service Delivery, Presentations, Performance Assessment, Performance Management, Research, Analysis, Business Analysis, Coaching, Employee Counseling, Behavioral Interviewing, Interview Skills, Sourcing, Strategic Sourcing, Networking, Hiring Practices, Negotiation
Education
California State University-Chico
Bachelor of Science (BS), Business Administration
All Weather, Inc. January 2014 - Present
Tri Counties Bank March 2006 - September 2013
Franklin Templeton Investments 2004 - 2006
Skills
Recruiting, Talent Acquisition, Strategy, Strategic Planning, System Deployment, Training, Employee Training, Employee Management, Service Delivery, Presentations, Performance Assessment, Performance Management, Research, Analysis, Business Analysis, Coaching, Employee Counseling, Behavioral Interviewing, Interview Skills, Sourcing, Strategic Sourcing, Networking, Hiring Practices, Negotiation
Education
California State University-Chico
Bachelor of Science (BS), Business Administration
Dru Manor's Franklin Templeton Investments Experience January 2008 - Present
Job Lead Software Engineer
Industry Investment Management
Experience
Franklin Templeton Investments January 2008 - Present
Intuit 2002 - 2005
Data Resources Unlimited 1998 - 2005
Peoplesoft January 1994 - 1998
Visa 1993 - 1994
Varian Associates 1990 - 1993
EDS August 1985 - July 1988
Skills
SDLC, Requirements Analysis, Integration, Business Analysis, Vendor Management, Data Warehousing, Software Project..., Program Management, Enterprise Architecture, Process Improvement, SQL, Business Intelligence, SaaS, Cross-functional Team..., Unix
Education
California Polytechnic State University-San Luis Obispo 1981 — 1985
Franklin Templeton Investments January 2008 - Present
Intuit 2002 - 2005
Data Resources Unlimited 1998 - 2005
Peoplesoft January 1994 - 1998
Visa 1993 - 1994
Varian Associates 1990 - 1993
EDS August 1985 - July 1988
Skills
SDLC, Requirements Analysis, Integration, Business Analysis, Vendor Management, Data Warehousing, Software Project..., Program Management, Enterprise Architecture, Process Improvement, SQL, Business Intelligence, SaaS, Cross-functional Team..., Unix
Education
California Polytechnic State University-San Luis Obispo 1981 — 1985
Andrew Van Metre's Franklin Templeton Investments Experience June 2007 - August 2007
Job Area Sales Manager at Keyence
Industry Industrial Automation
Experience
Keyence September 2013 - Present
Keyence September 2010 - August 2013
Keyence January 2008 - August 2010
Franklin Templeton Investments June 2007 - August 2007
Target January 2006 - April 2007
Skills
Sales Process, Direct Sales, Sales Engineering, Automation, Solution Selling, Leadership, Product Management, New Business Development, B2B, Management, Sales, Sales Management, Account Management, Selling, International Sales, Product Marketing, Key Account Management, Sales Presentations, Sales Operations, Product Development, Business Development, Salesforce.com, Competitive Analysis, Manufacturing, Cross-functional Team..., Lead Generation
Education
California State University-Chico 2003 — 2007
B.S., Finance
Keyence September 2013 - Present
Keyence September 2010 - August 2013
Keyence January 2008 - August 2010
Franklin Templeton Investments June 2007 - August 2007
Target January 2006 - April 2007
Skills
Sales Process, Direct Sales, Sales Engineering, Automation, Solution Selling, Leadership, Product Management, New Business Development, B2B, Management, Sales, Sales Management, Account Management, Selling, International Sales, Product Marketing, Key Account Management, Sales Presentations, Sales Operations, Product Development, Business Development, Salesforce.com, Competitive Analysis, Manufacturing, Cross-functional Team..., Lead Generation
Education
California State University-Chico 2003 — 2007
B.S., Finance
Gina Hunt's Franklin Templeton Investments Experience July 2007 - May 2008
Job HR Business Partner at Lockheed Martin
Industry Human Resources
Experience
Lockheed Martin Space Systems Company May 2008 - September 2010
Franklin Templeton Investments July 2007 - May 2008
Franklin Templeton Investments January 2006 - July 2007
Skills
Human Resources, HRIS, Performance Management, Employee Relations, Talent Management, Personnel Management, Training, Succession Planning, PeopleSoft, Employment Law, Interviews, Change Management, Leadership, Deferred Compensation, Policy
Education
University of San Francisco 2002 — 2004
Bachelor of Science, Business Administration
The University of Georgia 2002 — 2002
Business Administration
California State University-Chico 2000 — 2002
Business Administration
Lockheed Martin Space Systems Company May 2008 - September 2010
Franklin Templeton Investments July 2007 - May 2008
Franklin Templeton Investments January 2006 - July 2007
Skills
Human Resources, HRIS, Performance Management, Employee Relations, Talent Management, Personnel Management, Training, Succession Planning, PeopleSoft, Employment Law, Interviews, Change Management, Leadership, Deferred Compensation, Policy
Education
University of San Francisco 2002 — 2004
Bachelor of Science, Business Administration
The University of Georgia 2002 — 2002
Business Administration
California State University-Chico 2000 — 2002
Business Administration
Cheryl DeLany's Franklin Templeton Investments Experience December 2011 - Present
Job Director, Global Web Marketing at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2011 - Present
Franklin Templeton Investments May 2010 - June 2011
Franklin Templeton Investments May 2009 - April 2010
Franklin Templeton Investments January 2008 - May 2009
Franklin Templeton Investments July 2006 - January 2008
Franklin Templeton Investments July 2002 - July 2006
Skills
Talent Management, Performance Management, Training, Management, Program Management, Strategy, Change Management, Human Resources, Business Development, Leadership, Cross-functional Team..., Marketing, Project Planning, Financial Services, Strategic Planning, Business Analysis, Vendor Management
Education
Golden Gate University 2005 — 2008
MBA, Human Resources
California State University-Chico 1998 — 2002
B.S./B.A., Business Administration & International Economics
Franklin Templeton Investments December 2011 - Present
Franklin Templeton Investments May 2010 - June 2011
Franklin Templeton Investments May 2009 - April 2010
Franklin Templeton Investments January 2008 - May 2009
Franklin Templeton Investments July 2006 - January 2008
Franklin Templeton Investments July 2002 - July 2006
Skills
Talent Management, Performance Management, Training, Management, Program Management, Strategy, Change Management, Human Resources, Business Development, Leadership, Cross-functional Team..., Marketing, Project Planning, Financial Services, Strategic Planning, Business Analysis, Vendor Management
Education
Golden Gate University 2005 — 2008
MBA, Human Resources
California State University-Chico 1998 — 2002
B.S./B.A., Business Administration & International Economics
Sharon Anderson's Franklin Templeton Investments Experience September 2006 - Present
Job VP Global Benefits and Communications at Franklin Templeton Group
Industry Investment Management
Experience
Franklin Templeton Investments September 2006 - Present
Franklin Templeton Investments July 2000 - October 2006
Franklin Templeton Investments September 2004 - October 2005
Franklin Templeton Investments September 1995 - July 2000
Franklin Templeton Investments September 1993 - September 1995
Franklin Templeton Investments July 1990 - September 1993
Franklin Templeton Investments July 1989 - July 1990
Skills
Counseling, Benefits, Employee Relations, 401k, Strategic Planning, Internal Communications, Retirement, Budgeting, Plan Administration, Communications Strategy, Healthcare, Program Management, Employee Benefits, PowerPoint, Word, Writing, Customer Relations, HR Strategy, Coaching, Vendor Management, Personnel Management, Organizational..., Employee Engagement, Budgets, Performance Management, Psychotherapy, Customer Service, Strategic Communications, Change Management, Management
Education
California Polytechnic State University-San Luis Obispo 1986 — 1989
BS, Human Resources
California Polytechnic State University-San Luis Obispo 1986 — 1989
Bachelor of Science (B.S.), Human Resources Management and Services
Franklin Templeton Investments September 2006 - Present
Franklin Templeton Investments July 2000 - October 2006
Franklin Templeton Investments September 2004 - October 2005
Franklin Templeton Investments September 1995 - July 2000
Franklin Templeton Investments September 1993 - September 1995
Franklin Templeton Investments July 1990 - September 1993
Franklin Templeton Investments July 1989 - July 1990
Skills
Counseling, Benefits, Employee Relations, 401k, Strategic Planning, Internal Communications, Retirement, Budgeting, Plan Administration, Communications Strategy, Healthcare, Program Management, Employee Benefits, PowerPoint, Word, Writing, Customer Relations, HR Strategy, Coaching, Vendor Management, Personnel Management, Organizational..., Employee Engagement, Budgets, Performance Management, Psychotherapy, Customer Service, Strategic Communications, Change Management, Management
Education
California Polytechnic State University-San Luis Obispo 1986 — 1989
BS, Human Resources
California Polytechnic State University-San Luis Obispo 1986 — 1989
Bachelor of Science (B.S.), Human Resources Management and Services
Seong Kim's Franklin Templeton Investments Experience March 2013 - August 2014
Job BlackRock
Industry Financial Services
Experience
BlackRock September 2014 - Present
Franklin Templeton Investments March 2013 - August 2014
Robert Half Legal January 2012 - March 2013
FRANKLIN TEMPLETON INVESTMENTS September 2007 - January 2012
PILLSBURY WINTHROP & SHAW PITTMAN, LLP January 2007 - March 2007
QUINN EMANUEL & OLIVAR HEDGES, LLP September 2006 - December 2006
INQUIRA INC January 2006 - July 2006
Skills
Recruiting, Human Resources, Training, Interviews, Legal Assistance, SharePoint, Temporary Placement, Legal Documents, Editing, Temporary Staffing, Legal Writing, Hiring, Corporate Governance, Legal Compliance
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
B.A., Political Science
BlackRock September 2014 - Present
Franklin Templeton Investments March 2013 - August 2014
Robert Half Legal January 2012 - March 2013
FRANKLIN TEMPLETON INVESTMENTS September 2007 - January 2012
PILLSBURY WINTHROP & SHAW PITTMAN, LLP January 2007 - March 2007
QUINN EMANUEL & OLIVAR HEDGES, LLP September 2006 - December 2006
INQUIRA INC January 2006 - July 2006
Skills
Recruiting, Human Resources, Training, Interviews, Legal Assistance, SharePoint, Temporary Placement, Legal Documents, Editing, Temporary Staffing, Legal Writing, Hiring, Corporate Governance, Legal Compliance
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
B.A., Political Science
Ian McCoy's Franklin Templeton Investments Experience July 1991 - Present
Job Senior Vice President at Franklin Templeton Group
Industry Financial Services
Experience
Franklin Templeton Investments July 1991 - Present
Skills
Asset Management, Financial Services, Leadership, Business Analysis
Education
California Polytechnic State University-San Luis Obispo
Agribusiness/Finance
Golden Gate University
Master of Business Administration (MBA), Business Administration and Management, General
Franklin Templeton Investments July 1991 - Present
Skills
Asset Management, Financial Services, Leadership, Business Analysis
Education
California Polytechnic State University-San Luis Obispo
Agribusiness/Finance
Golden Gate University
Master of Business Administration (MBA), Business Administration and Management, General
Brad Semmel's Franklin Templeton Investments Experience Associate IT ManagerFranklin Templeton1999 - Present
Job Associate IT Manager at Franklin Templeton Investments
Industry Information Technology and Services
Experience
Franklin Templeton Investments Associate IT ManagerFranklin Templeton1999 - Present
Franklin Templeton Investments 1999 - 2009
Education
Broward College 1987 — 1989
AA, Liberal Arts
Franklin Templeton Investments Associate IT ManagerFranklin Templeton1999 - Present
Franklin Templeton Investments 1999 - 2009
Education
Broward College 1987 — 1989
AA, Liberal Arts
Greg Danielsen's Franklin Templeton Investments Experience November 2000 - November 2008
Job Financial Services Professional
Industry Financial Services
Experience
Granite Transformations 2009 - Present
Franklin Templeton Investments November 2000 - November 2008
Education
California State University-Chico
BA, Communications, English
Granite Transformations 2009 - Present
Franklin Templeton Investments November 2000 - November 2008
Education
California State University-Chico
BA, Communications, English
Brian Crow's Franklin Templeton Investments Experience January 2006 - 2009
Job VP at Ares Management
Industry Accounting
Experience
Ares Management May 2013 - Present
Citi September 2010 - May 2013
Franklin Templeton Investments January 2006 - 2009
Franklin Templeton Investments January 2000 - January 2006
Franklin Templeton Investment January 1998 - January 2000
Franklin Templeton Investment January 1997 - January 1998
Franklin Templeton Investment January 1996 - January 1997
Skills
Financial Reporting, Fund Accounting, Mutual Funds, Securities, Internal Controls, Fund Administration, Financial Statements, NAV, Account Reconciliation, Accounting, Alternative Investments, Analysis, Asset Management, Auditing, Bloomberg, Cash Management, Financial Analysis, Financial Services, GAAP, Hedge Funds, Investments, Management, Mergers & Acquisitions, Portfolio Management, SEC filings, Tax, Trading
Education
California State University-Chico 1993 — 1996
Masters, Accounting
University of California 1989 — 1993
B.S, Psychobiology
Ares Management May 2013 - Present
Citi September 2010 - May 2013
Franklin Templeton Investments January 2006 - 2009
Franklin Templeton Investments January 2000 - January 2006
Franklin Templeton Investment January 1998 - January 2000
Franklin Templeton Investment January 1997 - January 1998
Franklin Templeton Investment January 1996 - January 1997
Skills
Financial Reporting, Fund Accounting, Mutual Funds, Securities, Internal Controls, Fund Administration, Financial Statements, NAV, Account Reconciliation, Accounting, Alternative Investments, Analysis, Asset Management, Auditing, Bloomberg, Cash Management, Financial Analysis, Financial Services, GAAP, Hedge Funds, Investments, Management, Mergers & Acquisitions, Portfolio Management, SEC filings, Tax, Trading
Education
California State University-Chico 1993 — 1996
Masters, Accounting
University of California 1989 — 1993
B.S, Psychobiology
Kathleen Deckard's Franklin Templeton Investments Experience July 2002 - February 2009
Job Interior Design and Marketing
Industry Design
Experience
Private family care January 2010 - February 2014
St. Petersburg College August 2009 - December 2013
Franklin Templeton Investments July 2002 - February 2009
Telecom Solutions 1999 - 2002
J.C. Penney - Custom Decorating 1993 - 1999
A Design Group & Merrit Knowles Design Group 1994 - 1994
Dee Robinson Custom Yacht Interiors 1992 - 1994
A Design Group 1989 - 1992
Dee Robinson Custom Yacht Interiors 1988 - 1988
Skills
Interior Design, Sales, Marketing, Customer Service, Strategic Planning, Microsoft Office, Green Building, Mutual Funds, Photoshop, Social Media, Portfolio Management
Education
St. Petersburg College 2012 — 2013
Associate's Degree, Associate of Arts Degree
St. Petersburg College 2009 — 2012
Associate of Science, Architectural and Design Technology
Broward College 1988 — 1990
Associate of Science, Interior Design Techonology
Private family care January 2010 - February 2014
St. Petersburg College August 2009 - December 2013
Franklin Templeton Investments July 2002 - February 2009
Telecom Solutions 1999 - 2002
J.C. Penney - Custom Decorating 1993 - 1999
A Design Group & Merrit Knowles Design Group 1994 - 1994
Dee Robinson Custom Yacht Interiors 1992 - 1994
A Design Group 1989 - 1992
Dee Robinson Custom Yacht Interiors 1988 - 1988
Skills
Interior Design, Sales, Marketing, Customer Service, Strategic Planning, Microsoft Office, Green Building, Mutual Funds, Photoshop, Social Media, Portfolio Management
Education
St. Petersburg College 2012 — 2013
Associate's Degree, Associate of Arts Degree
St. Petersburg College 2009 — 2012
Associate of Science, Architectural and Design Technology
Broward College 1988 — 1990
Associate of Science, Interior Design Techonology
Prisco Morelos's Franklin Templeton Investments Experience October 2012 - July 2015
Job Senior Global Mobility Manager, HR at eBay
Industry Accounting
Experience
eBay July 2015 - Present
Franklin Templeton Investments October 2012 - July 2015
KPMG LLP July 2012 - October 2012
KPMG LLP August 2011 - October 2012
KPMG LLP July 2009 - June 2012
KPMG LLP October 2006 - June 2009
KPMG Singapore July 2007 - October 2007
KPMG LLP January 2005 - September 2006
Skills
Expatriate Tax, Tax Advisory, Tax Accounting, International Tax, Big 4, Tax Research, Income Tax, Transfer Pricing, Corporate Tax, Tax, CPA, US GAAP, Corporate Finance, Tax Law, Sarbanes-Oxley Act
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
Business Administration, Finance & Accounting
eBay July 2015 - Present
Franklin Templeton Investments October 2012 - July 2015
KPMG LLP July 2012 - October 2012
KPMG LLP August 2011 - October 2012
KPMG LLP July 2009 - June 2012
KPMG LLP October 2006 - June 2009
KPMG Singapore July 2007 - October 2007
KPMG LLP January 2005 - September 2006
Skills
Expatriate Tax, Tax Advisory, Tax Accounting, International Tax, Big 4, Tax Research, Income Tax, Transfer Pricing, Corporate Tax, Tax, CPA, US GAAP, Corporate Finance, Tax Law, Sarbanes-Oxley Act
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
Business Administration, Finance & Accounting
Christopher Cartano's Franklin Templeton Investments Experience July 2011 - December 2011
Job Senior Application Analyst at DST Output
Industry Computer Software
Experience
DST Output May 2012 - Present
Franklin Templeton Investments July 2011 - December 2011
Hewlett Packard 2002 - 2009
Hewlett-Packard 1997 - 2002
Hewlett-Packard 1994 - 1997
Hewlett-Packard 1993 - 1994
Hewlett-Packard 1987 - 1993
Skills
Technical Support
Education
California State University-Chico 1979 — 1984
BS, Computer Science, Finance
DST Output May 2012 - Present
Franklin Templeton Investments July 2011 - December 2011
Hewlett Packard 2002 - 2009
Hewlett-Packard 1997 - 2002
Hewlett-Packard 1994 - 1997
Hewlett-Packard 1993 - 1994
Hewlett-Packard 1987 - 1993
Skills
Technical Support
Education
California State University-Chico 1979 — 1984
BS, Computer Science, Finance
David Descalso's Franklin Templeton Investments Experience August 2012 - March 2015
Job Associate at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2012 - March 2015
Enterprise Holdings Inc. April 2012 - July 2012
Butte Station - Associated Students January 2009 - December 2011
Stifel Nicolaus June 2011 - August 2011
Chico State Finance Club January 2010 - June 2010
CSU, Chico Finance Club August 2009 - December 2009
Raley field June 2008 - August 2008
Skills
Social Media, Management, Microsoft Excel, Public Relations, PowerPoint, Research, Microsoft Office
Education
California State University-Chico 2007 — 2011
Financial Services and Management; Economics
Franklin Templeton Investments August 2012 - March 2015
Enterprise Holdings Inc. April 2012 - July 2012
Butte Station - Associated Students January 2009 - December 2011
Stifel Nicolaus June 2011 - August 2011
Chico State Finance Club January 2010 - June 2010
CSU, Chico Finance Club August 2009 - December 2009
Raley field June 2008 - August 2008
Skills
Social Media, Management, Microsoft Excel, Public Relations, PowerPoint, Research, Microsoft Office
Education
California State University-Chico 2007 — 2011
Financial Services and Management; Economics
Tom Leahy's Franklin Templeton Investments Experience June 2011 - September 2011
Job Showing Sales Leaders a New Perspective
Industry Internet
Experience
LinkedIn July 2014 - Present
LinkedIn July 2013 - July 2014
LinkedIn March 2013 - July 2013
SD Mayer & Associates LLP January 2013 - March 2013
Clean Bottle September 2011 - December 2012
Cal Poly Student Managed Portfolio Project September 2011 - June 2012
Franklin Templeton Investments June 2011 - September 2011
Burr Pilger Mayer June 2010 - September 2010
Precision Parking June 2006 - September 2009
Skills
Social Selling, Sales, Social Media, Start-ups, Entrepreneurship, Business Strategy, New Business Development, Business Networking, Sourcing, Social Media Marketing, Marketing Strategy, Motivational Speaking, Account Management, Salesforce.com, Leadership, Marketing, PowerPoint, Social Networking, Microsoft Office
Education
Cal Poly San Luis Obispo 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance Major and Psychology Minor
CEA Global Campus in Florence, Italy 2010 — 2011
International Business, Relations, Fall Semester Program
Junipero Serra High School 2004 — 2008
LinkedIn July 2014 - Present
LinkedIn July 2013 - July 2014
LinkedIn March 2013 - July 2013
SD Mayer & Associates LLP January 2013 - March 2013
Clean Bottle September 2011 - December 2012
Cal Poly Student Managed Portfolio Project September 2011 - June 2012
Franklin Templeton Investments June 2011 - September 2011
Burr Pilger Mayer June 2010 - September 2010
Precision Parking June 2006 - September 2009
Skills
Social Selling, Sales, Social Media, Start-ups, Entrepreneurship, Business Strategy, New Business Development, Business Networking, Sourcing, Social Media Marketing, Marketing Strategy, Motivational Speaking, Account Management, Salesforce.com, Leadership, Marketing, PowerPoint, Social Networking, Microsoft Office
Education
Cal Poly San Luis Obispo 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance Major and Psychology Minor
CEA Global Campus in Florence, Italy 2010 — 2011
International Business, Relations, Fall Semester Program
Junipero Serra High School 2004 — 2008
Candice Newburn's Franklin Templeton Investments Experience 2007 - 2009
Job Independent Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Inspire Academy of Music and Art August 2012 - Present
Western Conference of Teamsters Pension Trust 2011 - 2011
Franklin Templeton Investments 2007 - 2009
Triad Systems Corporation 1980 - 1991
Skills
Software Documentation, Marketing Strategy, Public Speaking, Marketing, Microsoft Office, Microsoft Excel, Social Media
Education
California State University-Chico 1975 — 1979
Bachelor of Business Administration (BBA), Marketing
Inspire Academy of Music and Art August 2012 - Present
Western Conference of Teamsters Pension Trust 2011 - 2011
Franklin Templeton Investments 2007 - 2009
Triad Systems Corporation 1980 - 1991
Skills
Software Documentation, Marketing Strategy, Public Speaking, Marketing, Microsoft Office, Microsoft Excel, Social Media
Education
California State University-Chico 1975 — 1979
Bachelor of Business Administration (BBA), Marketing
Tamar Salatian's Franklin Templeton Investments Experience November 2010 - Present
Job Business Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments November 2010 - Present
Franklin Templeton Investments April 2005 - November 2010
Skills
Business Analysis, Financial Analysis
Education
California State Polytechnic University-Pomona
BS, Business Admin.
Franklin Templeton Investments November 2010 - Present
Franklin Templeton Investments April 2005 - November 2010
Skills
Business Analysis, Financial Analysis
Education
California State Polytechnic University-Pomona
BS, Business Admin.
Sean Sabbia's Franklin Templeton Investments Experience April 2011 - Present
Job Finance and Lead Market Data Analyst at Metlife
Industry Financial Services
Experience
MetLife December 2013 - Present
Franklin Templeton Investments April 2011 - Present
PwC April 2009 - October 2010
Bank of America March 2008 - April 2009
Skills
Market Data, Financial Analysis, FITS program, Financial Accounting, Variance Analysis, Finance, Budgets, Financial Reporting, Analysis, Auditing, Financial Statements, Account Reconciliation, Internal Controls, Accounting, GAAP, General Ledger, Tax Analysis, Sales & Use Tax, Cash Flow, Tax Accounting, Invoice Processing, Tax, Business Analysis, Microsoft Excel, Management, Training
Education
University of Phoenix 2010 — 2012
Bachelor of Science (BS), Business Management
Florida Atlantic University 2002 — 2004
Bachelor of Science, Business Management and Finance
Broward Community College 2000 — 2002
Associates of Arts, Business Management
MetLife December 2013 - Present
Franklin Templeton Investments April 2011 - Present
PwC April 2009 - October 2010
Bank of America March 2008 - April 2009
Skills
Market Data, Financial Analysis, FITS program, Financial Accounting, Variance Analysis, Finance, Budgets, Financial Reporting, Analysis, Auditing, Financial Statements, Account Reconciliation, Internal Controls, Accounting, GAAP, General Ledger, Tax Analysis, Sales & Use Tax, Cash Flow, Tax Accounting, Invoice Processing, Tax, Business Analysis, Microsoft Excel, Management, Training
Education
University of Phoenix 2010 — 2012
Bachelor of Science (BS), Business Management
Florida Atlantic University 2002 — 2004
Bachelor of Science, Business Management and Finance
Broward Community College 2000 — 2002
Associates of Arts, Business Management
Richard Herbert, CFA's Franklin Templeton Investments Experience October 2014 - Present
Job Product Manager Global Fixed Income at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2014 - Present
Franklin Templeton Investments January 2013 - October 2014
Franklin Templeton Investments March 2011 - February 2013
San Francisco 49ers June 2010 - December 2010
Skills
Fixed Income, Microsoft Excel, Microsoft Office, PowerPoint, Bloomberg, Financial Analysis, Competitive Analysis, Leadership, Management, Sports, Teamwork, Product Development
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
B.S. Business, Finance with Minors in Statistics and Economics
Franklin Templeton Investments October 2014 - Present
Franklin Templeton Investments January 2013 - October 2014
Franklin Templeton Investments March 2011 - February 2013
San Francisco 49ers June 2010 - December 2010
Skills
Fixed Income, Microsoft Excel, Microsoft Office, PowerPoint, Bloomberg, Financial Analysis, Competitive Analysis, Leadership, Management, Sports, Teamwork, Product Development
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
B.S. Business, Finance with Minors in Statistics and Economics
Nathaniel Chang, CFA's Franklin Templeton Investments Experience August 2011 - May 2014
Job Investment Officer
Industry Investment Management
Experience
Los Angeles City Employees' Retirement System January 2015 - Present
Imperial Capital, LLC May 2014 - January 2015
Franklin Templeton Investments August 2011 - May 2014
Benefit Funding Services Group May 2009 - August 2011
Goldman Sachs September 2007 - April 2009
Skills
Asset Allocation, Corporate Finance, Asset Management, Investments, Equities, Financial Modeling, Mutual Funds, Portfolio Management, Alternative Investments, Valuation, Hedge Funds, Fixed Income, Wealth Management, FACTSET, Morningstar Direct, Equity Valuation, Finance
Education
Indiana University - Kelley School of Business
Master of Business Administration (MBA)
California State Polytechnic University-Pomona
BS, Finance, 3.89
Los Angeles City Employees' Retirement System January 2015 - Present
Imperial Capital, LLC May 2014 - January 2015
Franklin Templeton Investments August 2011 - May 2014
Benefit Funding Services Group May 2009 - August 2011
Goldman Sachs September 2007 - April 2009
Skills
Asset Allocation, Corporate Finance, Asset Management, Investments, Equities, Financial Modeling, Mutual Funds, Portfolio Management, Alternative Investments, Valuation, Hedge Funds, Fixed Income, Wealth Management, FACTSET, Morningstar Direct, Equity Valuation, Finance
Education
Indiana University - Kelley School of Business
Master of Business Administration (MBA)
California State Polytechnic University-Pomona
BS, Finance, 3.89
Julie Karsting's Franklin Templeton Investments Experience 1997 - 1999
Job CarsDirect.com District Manager Northern CA, Portland & Seattle Markets
Industry Marketing and Advertising
Experience
CarsDirect.com November 2011 - Present
Cox Atuo Trader Enterprises January 2002 - January 2009
Automatic Data Processing 2000 - 2001
Franklin Templeton Investments 1997 - 1999
US Small Business Administration - Disaster Division 1994 - 1997
Skills
Account Management, Lead Generation, Sales, Automotive, Solution Selling, Customer Service, CRM, Marketing, Marketing Strategy, Strategic Planning, Social Media, Financial Analysis, Project Management, Microsoft Office
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science, Business-Accounting
CarsDirect.com November 2011 - Present
Cox Atuo Trader Enterprises January 2002 - January 2009
Automatic Data Processing 2000 - 2001
Franklin Templeton Investments 1997 - 1999
US Small Business Administration - Disaster Division 1994 - 1997
Skills
Account Management, Lead Generation, Sales, Automotive, Solution Selling, Customer Service, CRM, Marketing, Marketing Strategy, Strategic Planning, Social Media, Financial Analysis, Project Management, Microsoft Office
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science, Business-Accounting
Sharon Osuna's Franklin Templeton Investments Experience February 2005 - May 2007
Job Business Analyst
Industry Investment Management
Experience
Franklin Templeton Investments February 2005 - May 2007
Franklin Templeton Investments August 2000 - February 2005
BNY Mellon February 1999 - June 2000
Scudder Investments November 1997 - October 1998
Skills
Financial Analysis, Financial Modeling, Fund Accounting, Charles River IMS, Financial Statements, Financial Reporting, Axys, Banking, Accounting, Fund Administration, Morningstar, Fixed Income Analysis, Investment Management, Depository Operations, Equity Trading, Cash Management, Corporate Actions, Mutual Funds
Education
Nova Southeastern University 2002 — 2006
BS, Accounting
Bunker Hill Community College 1991 — 1996
Associate of Science (AS), Accounting and Business/Management
Franklin Templeton Investments February 2005 - May 2007
Franklin Templeton Investments August 2000 - February 2005
BNY Mellon February 1999 - June 2000
Scudder Investments November 1997 - October 1998
Skills
Financial Analysis, Financial Modeling, Fund Accounting, Charles River IMS, Financial Statements, Financial Reporting, Axys, Banking, Accounting, Fund Administration, Morningstar, Fixed Income Analysis, Investment Management, Depository Operations, Equity Trading, Cash Management, Corporate Actions, Mutual Funds
Education
Nova Southeastern University 2002 — 2006
BS, Accounting
Bunker Hill Community College 1991 — 1996
Associate of Science (AS), Accounting and Business/Management
Vincent Von Tersch's Franklin Templeton Investments Experience September 2013 - Present
Job
Industry Financial Services
Experience
Franklin Templeton Investments September 2013 - Present
United States Marine Corps October 2010 - June 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
California State University Stanislaus 2005 — 2009
Bachelor's degree, Economics
Franklin Templeton Investments September 2013 - Present
United States Marine Corps October 2010 - June 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
California State University Stanislaus 2005 — 2009
Bachelor's degree, Economics
Dmitry Elterman's Franklin Templeton Investments Experience June 2007 - August 2007
Job Corporate Accountant at Mason McDuffie Mortgage Corp., San Ramon CA
Industry Financial Services
Experience
Mason McDuffie Mortgage Corp., San Ramon CA December 2012 - Present
self employed October 2010 - December 2012
Chevron Corporation February 2008 - October 2010
Franklin Templeton Investments June 2007 - August 2007
Skills
Petroleum, Upstream, Financial Analysis, Natural Gas, Variance Analysis, Sarbanes-Oxley Act, Forecasting, Financial Reporting, Oil/Gas, Gas, Energy, Energy Industry, Hyperion Enterprise, Financial Modeling, SAP, ORCL, Cash Flow
Education
California State University-Chico 2003 — 2007
Bachelor of Science (BS), Finance, Minor in Accounting, 3.67
Mason McDuffie Mortgage Corp., San Ramon CA December 2012 - Present
self employed October 2010 - December 2012
Chevron Corporation February 2008 - October 2010
Franklin Templeton Investments June 2007 - August 2007
Skills
Petroleum, Upstream, Financial Analysis, Natural Gas, Variance Analysis, Sarbanes-Oxley Act, Forecasting, Financial Reporting, Oil/Gas, Gas, Energy, Energy Industry, Hyperion Enterprise, Financial Modeling, SAP, ORCL, Cash Flow
Education
California State University-Chico 2003 — 2007
Bachelor of Science (BS), Finance, Minor in Accounting, 3.67
Debbie Bettencourt's Franklin Templeton Investments Experience June 1986 - Present
Job Assistant Treasurer at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 1986 - Present
Skills
Mutual Funds, Bloomberg, Hedge Funds, Equities, Securities, Fund Accounting, Investments, Derivatives, Asset Management, Financial Analysis, Financial Services, Fund Administration, Financial Reporting, Finance, Risk Management, Sarbanes-Oxley Act, SEC filings, Accounting, Mergers & Acquisitions, Fixed Income
Education
Notre Dame de Namur University 1990 — 1993
Master of Business Administration (MBA), Finance, General
CSU Chico 1981 — 1986
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Franklin Templeton Investments June 1986 - Present
Skills
Mutual Funds, Bloomberg, Hedge Funds, Equities, Securities, Fund Accounting, Investments, Derivatives, Asset Management, Financial Analysis, Financial Services, Fund Administration, Financial Reporting, Finance, Risk Management, Sarbanes-Oxley Act, SEC filings, Accounting, Mergers & Acquisitions, Fixed Income
Education
Notre Dame de Namur University 1990 — 1993
Master of Business Administration (MBA), Finance, General
CSU Chico 1981 — 1986
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Heather Wagoner's Franklin Templeton Investments Experience November 2011 - Present
Job Customer Service Representative Teller at Franklin Templeton Investments
Industry Banking
Experience
Franklin Templeton Investments November 2011 - Present
Credit Union of America May 2010 - September 2011
Credit Union of America September 2007 - May 2010
Skills
Ability to work within..., Ability to work..., Punctual, mentally..., Possess excellent..., Recognize the...
Education
Wichita State University 2007 — 2009
Bachelor's degree, Social Sciences, 3.75
Butler County Community College 2005 — 2007
Associate of Arts (A.A.), 3.75
Franklin Templeton Investments November 2011 - Present
Credit Union of America May 2010 - September 2011
Credit Union of America September 2007 - May 2010
Skills
Ability to work within..., Ability to work..., Punctual, mentally..., Possess excellent..., Recognize the...
Education
Wichita State University 2007 — 2009
Bachelor's degree, Social Sciences, 3.75
Butler County Community College 2005 — 2007
Associate of Arts (A.A.), 3.75
David Spayde's Franklin Templeton Investments Experience September 1996 - October 1997
Job Senior District Sales Representative at Pfizer
Industry Pharmaceuticals
Experience
Pfizer January 2009 - Present
Pfizer September 2005 - January 2009
Pfizer May 2002 - September 2005
Pfizer October 1997 - May 2002
Franklin Templeton Investments September 1996 - October 1997
PaineWebber August 1994 - September 1996
Skills
Pharmaceutical Sales, Managed Care, Endocrinology, Pulmonology, Rheumatology, Cardiology, Hospitals, Pain Management, Nephrology, Selling, Primary Care, Neurology
Education
California Coast University 2011 — 2012
Master of Business Administration (M.B.A.) In Healthcare Management, Healthcare Management, 4.0
Northeastern University 1989 — 1994
Bachelor of Science in Business Administration, Management, Finance, 3.34
Pfizer January 2009 - Present
Pfizer September 2005 - January 2009
Pfizer May 2002 - September 2005
Pfizer October 1997 - May 2002
Franklin Templeton Investments September 1996 - October 1997
PaineWebber August 1994 - September 1996
Skills
Pharmaceutical Sales, Managed Care, Endocrinology, Pulmonology, Rheumatology, Cardiology, Hospitals, Pain Management, Nephrology, Selling, Primary Care, Neurology
Education
California Coast University 2011 — 2012
Master of Business Administration (M.B.A.) In Healthcare Management, Healthcare Management, 4.0
Northeastern University 1989 — 1994
Bachelor of Science in Business Administration, Management, Finance, 3.34
Adam Lipsmeyer's Franklin Templeton Investments Experience June 2013 - August 2013
Job County of Placer
Industry Research
Experience
Associated Students CSU, Chico September 2010 - December 2013
Franklin Templeton Investments June 2013 - August 2013
Placer County Water Agency June 2012 - August 2012
Education
CSU Chico 2009 — 2013
Bachelor of Arts (B.A.), Economics
Placer High School 2005 — 2009
Associated Students CSU, Chico September 2010 - December 2013
Franklin Templeton Investments June 2013 - August 2013
Placer County Water Agency June 2012 - August 2012
Education
CSU Chico 2009 — 2013
Bachelor of Arts (B.A.), Economics
Placer High School 2005 — 2009
David Lachina's Franklin Templeton Investments Experience January 2000 - January 2010
Job Financial Services Professional
Industry Financial Services
Experience
Money Management Cos My objective; help a world class money manager increase assets under management, strengthen market share, and develop exceptional client relationships.Regional DirectorPrincipal Financial Group2011 - 2012
Franklin Templeton Investments January 2000 - January 2010
Skills
Fundraising, Mutual Funds, Strategic Planning, Organizational..., Team Leadership, Coaching, Separately Managed..., 529 Plans, CRM, Sales Operations, Management, Sales, Marketing, Investments, Product Development, Asset Management, Wealth Management, Retirement Planning
Education
Bryant University 1986 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Money Management Cos My objective; help a world class money manager increase assets under management, strengthen market share, and develop exceptional client relationships.Regional DirectorPrincipal Financial Group2011 - 2012
Franklin Templeton Investments January 2000 - January 2010
Skills
Fundraising, Mutual Funds, Strategic Planning, Organizational..., Team Leadership, Coaching, Separately Managed..., 529 Plans, CRM, Sales Operations, Management, Sales, Marketing, Investments, Product Development, Asset Management, Wealth Management, Retirement Planning
Education
Bryant University 1986 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Marvin Navarro's Franklin Templeton Investments Experience August 2007 - May 2009
Job Wholesale Operations Analyst at Liberty Power Corp.
Industry Oil & Energy
Experience
Liberty Power June 2011 - Present
Liberty Power September 2009 - June 2011
Franklin Templeton Investments August 2007 - May 2009
Skills
Forecasting, Analysis, Bilingual-English/Spanis..., Microsoft Excel, Sales Operations, Customer Service, Microsoft Office, Proficient Typing Skills
Education
Florida Atlantic University 2003 — 2007
Bachelor of Science (BS), International Business/Trade/Commerce
Broward College 2001 — 2003
Associate of Arts (AA), Computer Science
Liberty Power June 2011 - Present
Liberty Power September 2009 - June 2011
Franklin Templeton Investments August 2007 - May 2009
Skills
Forecasting, Analysis, Bilingual-English/Spanis..., Microsoft Excel, Sales Operations, Customer Service, Microsoft Office, Proficient Typing Skills
Education
Florida Atlantic University 2003 — 2007
Bachelor of Science (BS), International Business/Trade/Commerce
Broward College 2001 — 2003
Associate of Arts (AA), Computer Science
Allison Leahy's Franklin Templeton Investments Experience June 2015 - Present
Job Student at California Polytechnic State UniversitySan Luis Obispo
Industry
Experience
Franklin Templeton Investments June 2015 - Present
Peninsula Golf & Country Club June 2014 - September 2014
Various Families April 2010 - September 2013
Legarza Volleyball Camp June 2013 - July 2013
Education
California Polytechnic State University-San Luis Obispo 2013 — 2017
Agricultural Business and Management
Franklin Templeton Investments June 2015 - Present
Peninsula Golf & Country Club June 2014 - September 2014
Various Families April 2010 - September 2013
Legarza Volleyball Camp June 2013 - July 2013
Education
California Polytechnic State University-San Luis Obispo 2013 — 2017
Agricultural Business and Management
Vanguard
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments