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
Tam Appraisal Services January 2009 - Present
Franklin Templeton Investments October 2007 - February 2009
Skills
Appraisals, Single Family Homes, Real Estate, Short Sales, Valuation, Investors, Sellers, Investment Properties, REO, Foreclosures, Condos, Rentals, Relocation, Buyer Representation, Listings
Education
CSU Sacramento 2002 — 2007
Bachelor of Arts (B.A.), Music Performance, General
Alameda High
B st
B st
shopkick January 2015 - June 2015
Google onsite through Nelson March 2014 - January 2015
Franklin Templeton Investments June 2013 - August 2013
United States Postal Service October 2006 - July 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Teamwork, Human Resources, Microsoft Word, Customer Service, Leadership, Public Speaking, Social Media, SPSS, SharePoint, InfoPath, Outlook, Time Management, Statistical Data..., Recruiting, Sourcing, Logistics, Team Coordination
Education
California State University-Sacramento 2011 — 2013
Bachelor of Arts (BA), Psychology and Human Resources
Cuesta College 2008 — 2011
Associate of Science (AS), Psychology
Franklin Templeton Investments July 2014 - Present
Franklin Templeton Investments September 2010 - June 2014
InterContinental Hotels Group July 2009 - September 2010
La Quinta Resort & Club January 2008 - May 2009
Franklin Templeton Investments June 2006 - December 2007
Doubletree Hotel - San Jose September 2002 - June 2006
Education
California State University-Sacramento 1992 — 1998
Bachelor of Arts (B.A.), Family and Consumer Sciences/Human Sciences Communication
City College of San Francisco 1998 — 2000
Associate of Arts (A.A.), Hotel, Motel, and Restaurant Management
Waddell & Reed January 2013 - Present
Ivy Funds January 2013 - Present
J.P. Morgan Asset Management 2003 - 2013
J.P. Morgan Asset Management 2003 - 2006
Franklin Templeton Investments 2000 - 2003
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Economics, Finance, and Management Strategy
California State University-Sacramento
Bachelor's Degree, Finance
Franklin Templeton Investments June 2012 - Present
Franklin Templeton Investments May 2005 - June 2012
Mira Loma Coffee & Deli February 2006 - February 2007
Franklin Templeton Investments July 2004 - May 2005
Franklin Templeton Investments September 2001 - July 2004
Franklin Templeton Investments October 1999 - September 2001
Franklin Templeton Investments July 1998 - September 1999
Franklin Templeton Investments April 1998 - July 1998
Franklin Templeton Investments October 1997 - March 1998
Franklin Templeton Investments March 1997 - September 1997
Skills
Mutual Funds, Relationship Management, Sales, Banking, Portfolio Management, Asset Allocation, Customer Service, Business Analysis, Sales Management, Product Management, Series 6, Team Leadership, Account Management, Digital Marketing, Management, CRM, Leadership, Project Management
Education
California State University-Sacramento 1991 — 1995
Bachelor of Arts (BA), Communication and Media Studies
Paragon Products, LLC July 2008 - June 2012
Lake Forest Elementary School, PTC Board August 2005 - May 2010
Franklin Templeton Investment Group April 1999 - January 2000
Franklin Templeton Investments February 1996 - April 1999
Franklin Templeton Investment Group January 1994 - February 1996
Skills
Purchasing, Inventory Management, Procurement, Microsoft Excel, Negotiation, Customer Service, Microsoft Office, Forecasting, Process Improvement, Microsoft Word, Project Management
Education
Golden Gate University 1995 — 1997
Master of Business Administration (M.B.A.), Marketing
California State University-Sacramento 1989 — 1993
Bachelor of Science (B.S.), Business Administration - Marketing
Nationwide Credit, Inc. May 2012 - March 2013
Wells Fargo July 2005 - May 2011
HomEq October 2004 - July 2005
The Hartford May 2004 - September 2004
Franklin Templeton Investments June 2000 - May 2004
Skills
Customer Service, Analysis, Microsoft Excel, Microsoft Office, Finance, Process Improvement, Microsoft Word, PowerPoint, Time Management, Access, Call Centers, Accounting, Banking, Leadership, Financial Analysis, Policy, Risk Management, Software Documentation, Healthcare, Strategic Planning, Research, Invoicing
Education
California State University-Sacramento
Sacramento City College
Associate of Arts (A.A.), Business/Commerce, General
Franklin Templeton Investments July 2014 - Present
Franklin Templeton Investments August 2012 - July 2014
Kaiser Permanente February 2012 - May 2012
Bath & Body Works 2008 - 2011
Skills
Customer Service, Customer Satisfaction, Records Management, Databases, Research, Calendaring, Office Administration, Microsoft Office, PowerPoint, Microsoft Excel, Data Entry, Management, Quality Assurance, Human Resources, Training
Education
California State University-Sacramento 2007 — 2012
Bachelor of Science (B.S.), Health Science Concentrating on Health Care Administration
Terracon December 2012 - November 2014
California State University, Sacramento 2009 - 2011
City of Roseville 2005 - 2008
Franklin Templeton Investments 2000 - 2004
Hollywood Video 1996 - 2000
Skills
AutoCAD, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Civil Engineering, Environmental Awareness, Geotechnical Engineering, Stormwater Management, Soil, Environmental..., Concrete, Construction Management, Construction
Education
California State University-Sacramento
Bachelor of Applied Science (B.A.Sc.), Civil Engineering
Retirement Benefits Group January 2006 - Present
Prudential Financial January 2000 - December 2005
Franklin Templeton Investments January 1997 - December 1999
Education
California State University-Sacramento 1987 — 1991
Franklin Templeton Investments January 2015 - Present
Franklin Templeton Investments June 2014 - January 2015
Mondelēz International November 2013 - June 2014
U-Haul International, Inc. June 2013 - November 2013
FedEx Ground July 2012 - September 2013
FedEx Ground October 2010 - July 2012
FedEx Ground October 2007 - October 2010
Skills
Operations Management, Customer Service, Data Analysis, Microsoft Excel, Microsoft Word, Merchandising, Team-oriented, Quality Assurance, Building Relationships, Scheduling Management, Thrive in A Fast-paced..., High Pressure..., Organizational..., Thrive in..., Employee Training, Sales, Time Management, Cashiering, Inventory Management
Education
California State University-Sacramento 2011 — 2013
Bachelor of Business Administration (BBA), Marketing
Kaiser Permanente July 2011 - July 2014
Sutter Health October 2002 - July 2011
Franklin Templeton Investments October 1999 - October 2002
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Finance, Revenue Cycle, Revenue Analysis, Revenue Forecasting, Data Analysis, Business Strategy, Business Analysis, Business Process..., Operational Process..., Process Improvement, Business Process, Change Management, Healthcare Management, Healthcare, Healthcare Analytics, Hospitals, Strategy, Project Management, Management, Budget Process, Operating Budgets, Budget Forecasts, Budgets, Performance Benchmarking, Benchmarking, Presentations, Written & Oral..., Reporting & Analysis, Customer Service, Microsoft Excel, Access, PowerPoint, Epic Systems, Analysis, Variance Analysis, Auditing
Education
Grand Canyon University 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management
California State University-Sacramento 1995 — 2000
Bachelor of Science (B.S.), Finance
Franklin Templeton Investments July 2000 - Present
Education
California State University-Sacramento 1994 — 1996
BS, Business Admin - Marketing
Franklin Templeton Investments September 2013 - Present
Blue Shield of California June 2011 - September 2013
Blue Shield of California 2010 - September 2011
Hewlett-Packard April 2009 - July 2010
United Shipping Solutions November 2008 - February 2009
Skills
Program Management, Change Management, Management, Project Management, Operations Management, Process Improvement, Data Analysis, Strategy, Sales Operations, Business Analysis, Enterprise Software, Vendor Management, Leadership, Sales, Health Insurance, Cross-functional Team..., Team Building, Business Process..., Team Management, Team Leadership, Coaching, Call Centers, Direct Sales, Customer Satisfaction, Account Management, German, German Translation, Technical Project..., SDLC, Customer Service
Education
California State University-Sacramento 2003 — 2008
BS, International Business, German
Jesuit Highschool 1999 — 2002
High School Diploma
Pacific Gas and Electric Company 2010 - Present
Pacific Gas & Electric 2009 - 2010
Pacific Gas and Electric Company 2005 - 2010
Pacific Gas and Electric Company 2001 - 2005
PG&E National Energy Group 1997 - 2000
Franklin Templeton Investments 1995 - 1997
Skills
Strategic & Operational..., Capital Expenditure &..., Contract Management and..., Market and Credit Risk..., CPUC, FERC, and SEC..., Process Improvement and..., Budgets, Risk Management, Strategic Planning, Project Management, Analysis, Cross-functional Team..., Procurement, Contract Management, Forecasting, Finance, Process Improvement, Management, Financial Reporting, Leadership, Project Planning
Education
Columbia Business School
Senior Executive Leadership Program
UC Berkeley Haas School of Business
Women's Executive Leadership Program
Golden Gate University 1995 — 1997
Master of Business Administration (MBA)
California State University-Sacramento 1991 — 1995
Bachelor of Science (B.S.), Finance, General
Personal leave of abscence July 2007 - Present
Franklin Templeton Investments November 2005 - March 2007
Positive Resources May 2003 - February 2005
Blue Shield of California July 2002 - April 2003
JPMorgan Chase June 1998 - November 2001
Skills
RoboHelp, Microsoft Access, Microsoft Excel, Microsoft Project, Microsoft Visio, Microsoft Word, Microsoft PowerPoint, Actuate Reporting, Web Development, Website Development, Web Editing, Databases, Project Management, Business Requirements, Newsletters, Writing, Marketing, Software Project..., Access, CSS, HTML, MS Project, Online Marketing, Visio, Customer Service
Education
CSU Sacramento 1989 — 1992
Bachelor's degree, Journalism, 3.8
Franklin Templeton Investments August 2012 - Present
The Golden 1 Credit Union September 2007 - December 2007
Center Unified School District January 2006 - June 2006
Skills
Customer Service, Research, Analysis, Inventory Management, Economics, Accounting, Auditing, Budgeting, Administration, Finance, Quickbooks Certified, Microsoft Office 2010, Advanced Excel, PegaReach, Investar, Stata 12, Financial Databases, Proprietary Investment..., Type 50+ WPM, Ten key 8,000 kph, Payroll
Education
California State University-Sacramento 2008 — 2010
B.A., Economics
Sierra College 2006 — 2008
A.S., Accounting, Business Administration and Liberal Arts
Foothill Photography March 2009 - Present
State Street April 2012 - 2013
State Street June 2011 - April 2012
Franklin Templeton Investments October 2009 - June 2011
Skills
PeopleSoft, Onboarding, Employee Benefits, Employee Engagement, Human Resources, Talent Acquisition, Applicant Tracking..., Succession Planning, Performance Management, HRIS, Interviews, Benefits Administration, Employee Relations, Talent Management, College Recruiting, Workforce Planning, Deferred Compensation, Organizational..., New Hire Orientations, Temporary Placement, Taleo, Organizational..., Internet Recruiting, HR Policies, Recruiting, Leadership, Training
Education
California State University-Sacramento 2006 — 2009
Bachelor of Science, Psychology
Great-West Retirement Services February 2008 - Present
Franklin Templeton Investments October 1999 - February 2008
CompUSA November 1997 - February 2000
Education
California State University-Sacramento 1997 — 1999
BA, Psychology
San Francisco State University 1996 — 1997
American River College 1994 — 1996
AA
BlackRock January 2014 - Present
BlackRock December 2009 - December 2013
Barclays Global Investors May 2005 - December 2009
Franklin Templeton Investments February 2002 - May 2005
Franklin Templeton Investments March 2001 - February 2002
Gap Inc. January 2000 - December 2000
Franklin Templeton Investments December 1997 - January 2000
Franklin Templeton Investments January 1994 - December 1997
Skills
Compliance, Client Services, Code of Ethics, Financial Services, Risk Assessment, Capital Markets, Risk Management, Due Diligence, Fixed Income, Financial Risk, Portfolio Management, Trading, Asset Allocation, Corporate Governance, Investments, Derivatives, Securities, Asset Management
Education
California State University-Sacramento
BA
Franklin Templeton Investments April 2010 - Present
Skills
Mutual Funds, Bloomberg, Securities, Fixed Income
Education
California State University-Sacramento 2010 — 2014
Master of Business Administration (MBA), General
UC Davis
BA, Economic
Franklin Templeton Investments January 2013 - Present
Franklin Templeton Investments April 1999 - January 2013
Franklin Templeton April 1999 - January 2013
Franklin Temmpleton 1999 - 2013
Franklin Templeton Inv April 1999 - September 2008
SAIC May 1995 - April 1999
Skills
Active Directory, Permissions, Data Analysis, Databases, Network Administration, Problem Solving, Access, Microsoft Excel, Applications, VMS, Mathematics, Microsoft Exchange, Customer Service, DHCP, Business Objects, IT Operations, BMC Remedy, Remote Access, Visio, Solaris, ITIL, VMware, Business Analysis, Performance Tuning, SDLC, Unix, Data Center, SQL, Business Continuity, Network Security, Vendor Management, Analysis, Business Intelligence, Incident Management, Operating Systems
Education
California State University-Sacramento 1985 — 1991
Bachelor of Arts (B.A.), Mathematics
Aperture Aviation March 2014 - Present
Aviall May 2013 - March 2014
XOJET January 2012 - May 2013
Arbitration Forums September 2003 - September 2011
Esurance April 2002 - July 2003
Franklin Templeton Investments April 1997 - April 2002
The Golden 1 Credit Union April 1994 - April 1997
Wells Fargo December 1989 - April 1994
Skills
Microsoft Office, Project Management, Managerial, Aviation, District Management, Purchasing, Procurement Outsourcing, Finance, Property & Casualty..., Team Leadership, Claim, Management, Customer Service, Operations Management, Aircraft, Airports, Airlines, Business Aviation, Commercial Aviation, Policy Analysis, Banking, Call Centers, Qualified Retirement..., Customer Satisfaction, Recruiting, Analysis, Negotiation, Training, Insurance, Quality Assurance, Team Building, Process Improvement, Charter, Vendor Management, Software Documentation, Program Management, Flight Safety, Arbitration
Education
CSU Sacramento 1993 — 1999
BS, Criminal Justice
Sierra Community College 1989 — 1993
AA, Liberal Arts
Roseville High School 1985 — 1989
Diploma, Music
State Street December 2013 - November 2014
Franklin Templeton Investments August 2012 - November 2013
California State University Sacramento College of Business January 2011 - January 2012
Sacramento University Enterprises INC. August 2010 - September 2011
Nationwide Insurance 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Outlook, Financial Modeling, Public Speaking, Accounting, Data Analysis, Event Planning, Analysis, Access, Strategic Planning, Social Media, Finance, Market Research, Insurance, Risk Management, Financial Reporting, Investments, Training, Marketing, Strategic Financial..., Social Networking, Mutual Funds, Event Management, Valuation, Financial Accounting, Account Reconciliation, Corporate Finance, Research, Portfolio Management, Economics, Policy, Social Media Marketing, Team Building, Teamwork, Leadership, Bloomberg Terminal, Equities, Time Management, Bloomberg, Securities, Equity Research, Fund Accounting, Asset Management, Business Development, Financial Statements
Education
California State University-Sacramento 2009 — 2011
Bachelor of Science, Finance & Marketing
Charles Schwab November 2013 - Present
LPL Financial June 2011 - November 2013
RSM McGladrey May 2006 - June 2011
Franklin Templeton Investments April 2002 - April 2006
U.S. Notes December 2001 - May 2002
Ernst & Young December 1996 - November 2001
Skills
Auditing, Internal Controls, Financial Reporting, Internal Audit, Sarbanes-Oxley Act, GAAP, Management, Process Improvement, Sarbanes-Oxley, Analysis, Risk Assessment, General Ledger, Banking
Education
California State University-Sacramento 1994 — 1996
Business, Accounting
Consolidated Communications June 2014 - Present
SureWest Communications October 2007 - June 2014
Franklin Templeton Investments July 2002 - November 2006
United Stationers February 2000 - February 2002
Skills
CPA, PeopleSoft, Sarbanes-Oxley, Auditing, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Accounting
Education
CSU Sacramento 1996 — 1999
Bachelor of Science (BS), Business Administration, Finance
Encompass Insurance October 2004 - Present
Franklin Templeton Investments February 2000 - October 2004
Skills
Claim, Subrogation, Liability Analysis, Risk Management, Insurance, Financial Services, Investments, Liability
Education
California State University-Sacramento 1998 — 1999
Bachelor's Degree, Political Science and Government
Humboldt State University 1995 — 1998
Forestry and Political Science
Franklin Templeton Investments May 2009 - Present
Franklin Templeton Investments 2009 - 2013
Woodbury Financial Services 2005 - 2009
Umpqua Bank 2003 - 2005
Skills
Series 7, Series 66, Mutual Funds, Series 63, Wealth Management, Retirement Planning, Fixed Annuities, Investment Advisory, Securities, Investments, Financial Advisory, Variable Annuities, Asset Allocation, Separately Managed..., Uniform Combined State..., Personal Financial..., Financial Services, 401k, Retirement, Alternative Investments, Asset Management
Education
CSU Sacramento
CSU Sacramento
Economics
Franklin Templeton Investments October 2005 - Present
Skills
Series 7, Series 63
Education
CSU Sacramento 2002 — 2005
Bachelor of Applied Science (BASc), Finance, General
Moss Adams LLP December 2009 - Present
Paychex November 2006 - November 2009
Franklin Templeton Investments 2005 - 2006
Skills
Accounting, Strategic Planning, Business Planning, Business Development, Sales, Budgets, Marketing Strategy, New Business Development, Financial Analysis, Start-ups, Salesforce.com, Email Marketing, Mergers & Acquisitions, Account Management, Entrepreneurship, Management, Small Business, Leadership, Business Strategy, Finance, Strategy, Marketing, Strategic Partnerships, Management Consulting, Lead Generation, Forecasting, Due Diligence, CRM, Competitive Analysis, SaaS, Market Research
Education
California State University-Sacramento
Sacramento Entrepreneurship Academy
Intel January 2005 - Present
EDFUND May 1999 - January 2005
Franklin Templeton Investments July 1997 - May 1999
Skills
Project Planning, Data Center, Forecasting, Intel, Sales Operations, Cross-functional Team..., Account Management, Supply Chain Management, Supply Chain, Product Management, Program Management, Competitive Analysis
Education
California State University-Sacramento 2015 — 2017
Master of Business Administration (M.B.A.)
University of Nevada-Reno 1992 — 1997
Bachelor's degree, Business/Managerial Economics
PRO Unlimited September 2010 - Present
Herald Printing Company July 2006 - February 2010
Franklin Templeton Investments October 2005 - June 2006
Herald Printing Company February 2000 - December 2005
Skills
Accounts Receivable, Accounting, Payroll, Cash Management, PeopleSoft, Finance, Financial Analysis, Accounts Payable, SAP, Financial Reporting, Account Reconciliation, Process Improvement, Microsoft Excel, Microsoft Office, Vendor Management, Analysis, Customer Service
Education
California State University-Sacramento 1999 — 2004
Bachelor of Science (BS), Finance, General
Franklin Templeton Investments November 2013 - Present
Fiduciary Trust Company International July 2014 - March 2015
Franklin Templeton Investments December 2012 - October 2013
Japan Exchange and Teaching Program(me) (JET) August 2011 - July 2012
Scott's Seafood Grill & Bar March 2010 - July 2011
Blank Canvas Design Company January 2011 - March 2011
California State University, Sacramento - Learning Skills Center September 2009 - May 2010
Barnes & Noble November 2008 - March 2010
Dokken Engineering February 2006 - January 2008
Skills
Event Planning, Multi Tasking, Organizational..., Intercultural..., Public Speaking, Community Outreach, Communication Skills, Public Relations, Leadership, Management, Time Management, Critical Thinking, Customer Service, Editing, Marketing Strategy, Research, Proposal Writing, Data Entry, Program Management, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork
Education
California State University-Sacramento 2006 — 2010
Bachelor of Arts & Bachelor of Science, Economics, International Business
Corvinus University of Budapest 2008 — 2008
Study Abroad Program, International Business
Animal Supply Co. 2013 - 2015
James W. Fowler Co. 2013 - 2013
NTP Distribution, Inc 2008 - 2012
Bear Mountain Forest Products 2007 - 2008
Calpine 2006 - 2007
Miller Paint Co 2000 - 2005
Modern Farm Equipment, Corp. 1998 - 2000
CNH 1997 - 1998
Dade Behring Microscan, Inc. 1995 - 1997
Franklin Templeton Investments 1993 - 1995
Skills
Accounting, Analysis, Banking Relations, Board Relationships, Budgeting, Building Relationships, Business Strategy, Cash Flow, Cash Management, Change Management, Chief Financial Officer, Collaboration, Competitive Analysis, Consolidation, Consulting, Corporate Finance, Cost Accounting, Creative Solutions, Cross Functional Teams, Debt Management, Due Diligence, ERP, ESOP, Executive Management, Financial Modeling, Internal Controls, Interim CFO, IT Management, Lender Relations, Logistics, Management Consulting, Mentoring, Mergers & Acquisitions, Multiple Locations, Operations Management, Organizational Change, P&L Management, Performance Improvement, Private Equity, Process Improvement, Profit Improvement, Restructuring, Risk Management, Servant Leadership, Strategic Planning, Supply Chain Management, Team Building, Treasury Management, Turnaround, US GAAP
Education
California State University-Sacramento 1994 — 1996
MBA, Finance / Accounting
California State University-Sacramento 1991 — 1993
Bachelor of Science, Finance
Target March 2015 - Present
Franklin Templeton Investments October 2011 - March 2015
Skills
Management, Strategic Planning, Team Building, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook
Education
California State University-Sacramento 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship and Global Business
University of California, Davis 2006 — 2010
Bachelor of Arts (B.A.), Economics
Franklin Templeton Investments May 2015 - Present
Franklin Templeton Investments October 2013 - May 2015
Franklin Templeton Investments October 2012 - October 2013
Greenhouse Agency, Inc 2011 - 2013
Couture Designs February 2012 - October 2012
Nordstrom June 2010 - December 2010
Skills
Customer Service, Retail, Merchandising, Visual Merchandising, Microsoft Office, Fashion, Microsoft Word, Inventory Management, Time Management, PowerPoint, Sales, Fundraising, Public Relations, Marketing, Finance, Fashion Blogging
Education
California State University-Sacramento 2014 — 2016
Master's degree, Business Administration
California State University-Sacramento 2007 — 2011
Family and Consumer Science, Apparel Marketing and Design
Cynthia Meyers, MBA, CFP® September 2015 - Present
Cynthia Meyers, MBA, CFP® September 2007 - August 2015
Investors Bank & Trust March 2006 - September 2007
Franklin Templeton Investments June 2005 - August 2005
Curlew Wines, Inc. September 2001 - May 2005
Education
UC Davis Extension
Certificate Program, Personal Financial Planning
California State University-Sacramento
B.S. in Business Administration, Finance
Self July 2014 - Present
Franklin Templeton Investments 1998 - 2014
Skills
Troubleshooting, Team Leadership, Customer Service, Microsoft Office, Technical Support, Process Improvement, Social Media, Networking, Public Speaking, Strategic Planning
Education
California State University-Sacramento
Bachelor’s Degree, Computer Engineering, Graduated with honors
California State University-Sacramento
Franklin Templeton Investments June 2015 - Present
California Department of Education July 2013 - June 2015
SMUD September 2013 - December 2013
SMUD June 2013 - September 2013
City of Sacramento October 2012 - March 2013
California Department of Education September 2011 - August 2012
Skills
Web Applications, CSS, HTML, ASP.NET, Classic ASP, Transact SQL, JavaScript, Java, Visual Basic, VB Script, Analysis
Education
California State University-Sacramento 2010 — 2015
Bachelor's Degree, Computer Science
State Farm Insurance January 2012 - Present
California Casualty Management Company February 2007 - June 2011
Franklin Templeton Investments March 1993 - December 1997
Skills
Investigation, Fraud Detection, Workers' Compensation...
Education
California State University-Sacramento
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
Golden Gate University
Roseville City School Districts August 2003 - Present
Franklin Templeton Investments September 2000 - January 2003
Skills
Curriculum Design, Educational Technology, Curriculum Development, Classroom Management, Classroom, Educational Leadership, K-12, Instructional Design, Lesson Planning, Tutoring, Special Education, Elementary Education, Staff Development, Instructional Technology, Smartboard
Education
California State University-Sacramento 2001 — 2003
California State Teaching Credential w/ CLAD, Education
University of California, Davis 1998 — 2000
Bachelor of Arts (BA), Communication, General
Sierra College 1995 — 1998
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
BlackRock January 2015 - Present
Franklin Templeton Investments November 2013 - Present
Franklin Templeton Investments March 2010 - October 2013
Franklin Templeton Investments November 2008 - March 2010
Franklin Templeton Investments January 2007 - November 2008
Skills
Mutual Funds, Series 7, Series 63, Series 6, Asset Allocation, Retirement, Separately Managed..., Investment Advisory, Investments, Retirement Planning, 401k, Securities, Asset Managment, Strategic Financial..., Series 24
Education
California State University-Sacramento 2004 — 2006
BS, Marketing
Gavilan College 2000 — 2002
AA, Business
Franklin Templeton Investments July 2005 - Present
Franklin Templeton Investments 1998 - 2010
Franklin Templeton 1998 - 2009
Franklin Templeton Investments May 1998 - May 2005
Space Systems Loral May 1996 - May 1998
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Business Analysis, Strategic Planning, Microsoft Excel, Business Intelligence, Finance, Corporate Finance, Investments, Program Management
Education
California State University-Sacramento 2001 — 2003
Bachelor of Science (BS), Finance, General
San Diego State University-California State University 1991 — 1993
Finance
Franklin Templeton Investments March 2013 - Present
Wells Fargo Private Bank March 2012 - March 2013
Principal Financial Group June 2007 - March 2012
Franklin Templeton Investments November 2006 - June 2007
Charles Schwab February 2005 - October 2006
JP Morgan November 2004 - February 2005
Etrade Financial June 2003 - October 2004
Skills
Mutual Funds, Asset Allocation, Equities, Investments, Portfolio Management, Finance, Securities, Financial Advisory, Retirement Planning, Alternative Investments, 401k, Wealth Management, Investment Advisory, Asset Managment, Retirement, Fixed Annuities, Fixed Income, Strategic Financial..., Investment Strategies, Bloomberg, Investment Management, Options, Morningstar
Education
California State University-Sacramento 2007 — 2010
MBA, Finance
Chadron State College 1999 — 2002
BA, Finance
Franklin Templeton Investments November 2014 - Present
Franklin Templeton Investments January 2007 - November 2014
Franklin Templeton Investments August 2004 - December 2006
Skills
Asset Management, Mutual Funds, Bloomberg, Equities, Investments, Fixed Income, Alternative Investments, Portfolio Management, Finance
Education
California State University-Sacramento 2001 — 2004
Master of Business Administration (M.B.A.), Finance and Marketing
California State University-Sacramento 1998 — 1999
Teaching Credential
California State University-Sacramento 1993 — 1997
Bachelor of Arts (B.A.), Math and Italian
Franklin Templeton Investments June 2012 - Present
State Street Bank January 2008 - December 2010
Franklin Templeton Investments 1996 - 2007
Skills
Risk Management, Change Management, Program Management, Project Management, Quality Assurance, SDLC, PMO, Portfolio Management, Vendor Management, Business Analysis, Asset Managment, Fixed Income, PMP, Financial Services, Mutual Funds
Education
California State University-Sacramento 1989 — 1993
Bachelor of Science (BS), Accounting
TruePoint Solutions March 2015 - Present
Franklin Templeton Investments April 2006 - Present
Franklin Templeton Technologies 2006 - August 2011
Hansen Information Technologies 2001 - 2006
Skills
SDLC, Software Project..., Business Analysis, SharePoint, Requirements Analysis, Business Process, Requirements Gathering, Visio, Integration, Agile Methodologies, Business Intelligence, Software Development, Project Management, Microsoft SQL Server, Enterprise Architecture, Oracle, Serena Business Manager
Education
California State University-Sacramento 1981 — 1989
Bachelor of Science Business Administration, Finance and Financial Management Services
University of California, Davis
Certificate, Oracle Database Design, Development and Management
Advent Software August 2000 - Present
BISYS Fund Services April 1998 - August 2000
Franklin Templeton Investments July 1996 - August 1997
Skills
.NET, Java, MCPD, Microsoft SQL Server, Android, JavaScript, C#, Software Project..., Network Security, Microsoft Certified..., SaaS, Business Analysis, Agile Methodologies, Powershell, Databases, Enterprise Software, Fixed Income, Product Launch, Visio, Team Building, Equities, Python, Subversion, Requirements Gathering, Process Improvement, Microsoft Office, Cross-functional Team..., Salesforce.com, Business Intelligence, Android Development, ASP.NET, Series 6, VB.NET, SharePoint, Cloud Computing, SQL, Software Development, Integration, Project Management
Education
College of San Mateo 1997 — 1998
Computer Science
California State University-Sacramento 1990 — 1993
Bachelor's Degree, Business Administration and Management, Real Estate and Land Use Affairs
Franklin Templeton Investments April 1997 - Present
Franklin Templeton Investments 1997 - Present
Skills
Mutual Funds, Financial Services, Vendor Management, Investments, Portfolio Management, Wealth Management, Equities, Relationship Management, Customer Service
Education
CSU Sacramento 1992 — 1996
BS, Business - Real Estate & Land Use
CSU Sacramento 1992 — 1996
BA, Photography
Wells Fargo Home Mortgage March 2010 - Present
Wells Fargo Investments, LLC April 2004 - February 2010
Wells Fargo Home Mortgage 2003 - 2004
Franklin Templeton Investments 1997 - 2003
Skills
Mutual Funds, Process Improvement, Management, Cross-functional Team..., Leadership, Sales, Risk Management, Financial Services, Banking, Mortgage Lending, Loans
Education
California State University-Sacramento 1991 — 1994
BA, Government
SunEdison September 2013 - Present
Consultant 2010 - 2013
Franklin Templeton Investments 2003 - 2009
Franklin Templeton Investments 2001 - 2003
Ligos Corporation 2000 - 2001
Discreet 1998 - 2000
Kinetix, Division of Autodesk 1997 - 1998
Oracle 1994 - 1997
Skills
Marketing Communications, Strategic Partnerships, Marketing, SDLC, Leadership, Program Management, Project Management, Product Marketing, Strategy, Product Management, Business Analysis, Marketing Strategy, Direct Marketing, Vendor Management
Education
California State University-Sacramento
Franklin Templeton Investments March 2012 - Present
Franklin Templeton Investments September 2009 - February 2012
Franklin Templeton Investments April 2000 - September 2009
Skills
Fund Accounting, Middle Office, Hedge Funds, Fund Administration, Capital Markets, Asset Managment, Asset Management, Alternative Investments, Financial Services, Market Data, Swaps
Education
California State University-Sacramento
Bachelor of Science, Finance, General
California State University-Sacramento
Master of Business Administration (MBA)
Franklin Templeton Investments March 2012 - Present
Franklin Templeton Investments October 2002 - May 2012
Fireman's Fund Insurance Company June 2000 - October 2002
County Of Sacramento October 1999 - May 2000
Skills
Accounting, Financial Reporting, Investments, Microsoft Office, Finance, General Ledger, Fixed Income, Equities, Asset Managment, Pricing, Credit, Bloomberg, Team Management, Management, Mutual Funds, Analysis, Securities, Banking, Portfolio Management, Financial Analysis, Auditing, Fund Of Funds, Fund Accounting, Corporate Actions, Valuation, Business Analysis, Account Reconciliation, Hedge Funds, Fund Administration, Financial Risk, Alternative Investments, Financial Services, Derivatives, Financial Accounting, Bonds, Managerial Finance, Financial Statements, Internal Controls, Microsoft Excel, Sarbanes-Oxley Act, Middle Office, Asset Management
Education
California State University-Sacramento 2007 — 2010
M.B.A, Business Administration
California State University-Sacramento 1995 — 2000
BS, Finance - Investments
CalPERS March 2014 - Present
Franklin Templeton Investments December 2012 - March 2014
Franklin Templeton Investments March 2010 - January 2013
Franklin Templeton Investments February 2006 - March 2010
Skills
Equities, Securities, Fixed Income, Mutual Funds, Portfolio Management, Financial Analysis, Financial Modeling, Alternative Investments, Asset Management, Bloomberg, Private Equity, Valuation, Corporate Finance, Hedge Funds, Investments
Education
University of San Francisco 2005 — 2007
MS, Financial Analysis
California State University-Sacramento 2001 — 2004
BS, Finance
Sutter Physician Services May 2015 - Present
Blue Shield of California July 2014 - May 2015
Hewlett-Packard November 2011 - August 2014
Hewlett-Packard July 2009 - October 2011
Hewlett-Packard December 2008 - June 2009
Wachovia Small Business Capital March 2007 - October 2008
State Street February 2006 - March 2007
Franklin Templeton Investments May 2005 - February 2006
Franklin Templeton Investments February 2004 - May 2005
Perry-Smith LLP August 2003 - February 2004
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Sarbanes-Oxley Act, Accounting, Business Planning, Tax, Process Improvement, Business Analysis, Business Process..., Finance, Program Management
Education
University of California, Davis - Graduate School of Management 2005 — 2008
Master of Business Administration (MBA), Finance, Accounting, and Organizational Behavior
California State University-Sacramento 2001 — 2003
Bachelor of Science (B.S.), Accounting
AKT Investments, Inc. May 2015 - Present
Franklin Templeton Investments November 2005 - May 2015
Richardson & Company January 1998 - October 2005
Skills
Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Auditing, Internal Audit, External Audit, CPA, Financial Audits
Education
CSU Sacramento
Bachelor Degree in Business Administration with a concentration in Accounting, Accounting
Franklin Templeton Investments July 2008 - Present
Franklin Templeton Investments July 2008 - October 2009
Pacific Athletic Club January 2003 - July 2008
Pasta? 2006 - 2007
Education
California State University-Sacramento 2003 — 2008
BA, Organizational Communications
Franklin Templeton Investments August 2005 - Present
Franklin Templeton Investments July 2001 - August 2005
Franklin Templeton Investments November 1996 - July 2001
Franklin Templeton Investments July 1996 - November 1996
Skills
SDLC, Management, Project Management, Strategy, Project Planning, Strategic Planning, Budgets, Quality Assurance, Information Technology, Vendor Management, Business Analysis, PMO, Software Project..., IT Strategy, Business Intelligence, Process Improvement, Disaster Recovery, SharePoint, Requirements Analysis, Visio, Enterprise Architecture, Leadership, Change Management, Program Management
Education
California State University-Sacramento 1992 — 1996
BS, Business Administration - Marketing
Vintage High School 1986 — 1990
State Street Vice PresidentState Street Bank2006 - Present
State Street 1997 - Present
State Street Bank (Formerly Investors Bank) 1997 - Present
Investors Bank and Trust 2005 - 2007
Franklin Templeton Investments 1993 - 1997
Barclays Global Investors 1995 - 1996
Barclays Global Investors 1995 - 1996
Skills
Securities Lending, Corporate Actions, Back Office, Settlement, Middle Office, Operations Management, Settlements, Risk Management, Strategic Planning, Global Custody, Fixed Income, Securities, Equities, Mutual Funds, Client Service, Derivatives, Payments, Investments, Business Analysis, Hedge Funds, FX Options, Financial Markets, SWIFT payments, Financial Services, Collateral Management, Capital Markets, Relationship Management, Trading Systems, Bloomberg
Education
California State University-Sacramento 1992 — 1997
Franklin Templeton Investments January 2014 - Present
CalPERS July 2010 - January 2014
LME Consulting June 2008 - June 2010
McKesson May 1985 - June 2008
Skills
Networking, Program Management, Data Center, Computer Network..., Cloud Computing, Service Delivery, Vendor Management, Integration, Infrastructure, ITIL, Telephony, Project Management, Telecommunications, Process Improvement, Disaster Recovery, IT Strategy, Business Analysis, Management, Leadership, Visio, Team Building, Virtualization, IT Service Management, Change Management, Strategic Planning
Education
California State University-Sacramento
Business Administration
Genomic Health February 2013 - Present
Genomic Health September 2010 - February 2013
Genomic Health August 2009 - August 2010
Genomic Health June 2008 - July 2009
Franklin Templeton Group September 2005 - June 2008
Franklin Templeton Investments February 2001 - September 2005
Franklin Templeton Investments March 2000 - February 2001
Franklin Templeton Investments July 1998 - March 2000
Skills
Program Management, Cross Functional Team..., Project Portfolio..., Resource Management, Capacity Planning, Business Process, Change Management, Metrics Reporting, Presentation Development, Corporate Governance, Business Planning, Relationship Building, Enterprise Software, Human Resources, Governance, SharePoint, Information Technology, Management, Vendor Management, Project Management
Education
California State University-Sacramento 1990 — 1998
Master of Arts, English Literature
CalPERS February 2011 - Present
Franklin Templeton Investments May 2010 - February 2011
State Street January 2000 - September 2009
Education
California State University-Sacramento
Franklin Templeton Investments July 2015 - Present
Franklin Templeton 2000 - June 2015
Franklin Templeton Investments June 1997 - September 2000
Skills
Business Analysis, SDLC, Visio, Requirements Gathering, Business Requirements, Requirements Analysis, UAT coordination, Software Project..., Financial Services
Education
California State University-Sacramento
Bachelor’s Degree, Finance, General
MFS Investment Management December 2011 - Present
Fidelity Investments Institutional Services Co. January 2010 - October 2011
Fidelity Investments October 2003 - December 2009
Franklin Templeton Investments January 1987 - October 2003
Skills
401k, Retirement Plan..., Stocks, Marketing, Mutual Funds, Series 7, Sales Presentations, Series 63, Sales Process
Education
California State University-Sacramento
BS - Finance, Finance and Economics
State Street December 2006 - May 2011
Franklin Templeton Investments 2006 - 2006
Bank of the West November 2004 - December 2005
Skills
Fixed Income, CDS, Finance, FX Options, Hedge Funds, Derivatives, Fund Accounting, Interest Rate Swaps
Education
California State University-Sacramento 2007 — 2009
MBA, Finance
California State University-Sacramento 1999 — 2004
BS, Finance and Real Estate
Santa Clara County Office of Education 2009 - Present
Flextronics 2007 - 2009
FinePitch Technology Inc. 2003 - 2007
Solectron 2000 - 2003
Franklin Templeton Investments 1998 - 2000
Stanford Management Company 1994 - 1998
Education
California State University-Sacramento
BS
Franklin Templeton Investments March 2011 - Present
Principal Financial Group March 2009 - November 2010
JP Morgan Chase 2002 - 2009
Wells Fargo Bank July 1997 - February 2002
Skills
Investments, Employee Benefits, FINRA, Variable Annuities, Finance, Mutual Funds, Series 7, Retirement Planning, Series 63, Series 6, 401k, Wealth Management, Retirement, Asset Allocation, Investment Advisory, Securities, Fixed Annuities, Strategic Financial..., Investment Strategies, Life Insurance, Sales, Leadership, IRAs, Mortgage Lending
Education
California State University-Sacramento
Business/Marketing
Franklin Templeton Investments December 2012 - Present
Bath and Body Works December 2004 - December 2012
Skills
Social Media, Leadership, Merchandising, Social Networking, Facebook
Education
California State University-Sacramento 2007 — 2009
BA, Communications-Public Relations
Tracy High School 2000 — 2004
High School
California Franchise Tax Board February 2012 - July 2014
Franklin Templeton Investments June 2007 - January 2012
KPMG June 2006 - June 2007
Education
California State University-Sacramento 2008 — 2010
MBA, Finance
California State University-Sacramento 2002 — 2006
BS, Accountancy and Finance
Franklin Templeton Investments December 2005 - Present
Franklin Templeton Investments December 2005 - Present
Franklin Templeton Investments June 2004 - December 2005
Franklin Templeton Investments October 2002 - June 2004
Franklin Templeton Investments October 2000 - October 2002
Skills
Data Analysis, Business Analysis, Data Management, Business Intelligence, Data Quality, Data Warehousing, Documentation, Data Governance, Data Stewardship, Business Requirements, Project Management, Mutual Funds, Databases, SDLC, Software Documentation, Visio, Requirements Analysis, Requirements Gathering, Software Project..., Vendor Management
Education
California State University-Sacramento 1992 — 1997
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
Franklin Templeton Investments July 2014 - Present
Franklin Templeton Investments November 2013 - July 2014
Redding Chamber of Commerce August 2012 - 2014
Cadorin Construction 2012 - 2014
Target March 2011 - March 2012
Skills
Sales, Marketing, Customer Service, Account Management, Sales Management, Strategic Planning, Business Development, Event Planning, Salesforce.com, Marketing Strategy, Social Media Marketing, Selling, Social Media, New Business Development, Sales Process, Contract Negotiation, Leadership, Direct Sales, Online Marketing, Entrepreneurship, Lead Generation, Small Business, Team Building, Team Leadership
Education
California State University-Sacramento 2006 — 2008
Bachelor's degree, Business Administration and Management, General
Shasta College 2003 — 2006
Associate of Arts (AA), General Studies
Arcata High School 1999 — 2003
Hugh School Diploma, General Studies
Independent Technical Services March 2010 - Present
Franklin Templeton Investments September 2009 - March 2010
Independent Technical Services February 2002 - December 2009
Skills
Project Management, Feasibility Studies, CCTV, IP CCTV, Low Voltage, Network Architecture, Networking, Point of Purchase, Access Control, Alarm Systems, Sales Operations, Consumer Electronics, Network Design, Wireless Networking, HD Video, Video over IP, Video Transport, Home Theater
Education
California State University-Sacramento 2007 — 2009
Bachelor of Science (B.S.), Finance, General
Saint Mary's College of California 2004 — 2006
Biology/Biological Sciences, General
Jesuit High School - Sacramento 2000 — 2004
High School Diploma
Franklin Templeton Investments February 1998 - Present
Yuba College January 1987 - December 1997
United States Air Force July 1983 - December 1986
Skills
Call Centers, Workforce Management, Workforce Performance, Scheduling Management, Forecasting, Workforce Planning, Analysis, Business Continuity..., Business Impact Analysis, Microsoft Excel, Microsoft Word, Scheduling Tools, Series 6
Education
California State University-Sacramento 1991 — 1993
Psychology
Yuba College 1987 — 1989
A.S., Business
Rocklin Unified School District May 2011 - March 2015
Rocklin Physical Therapy November 2007 - May 2011
Franklin Templeton Investments January 1994 - December 1997
First Nationwide Bank May 1991 - December 1993
First Nationwide Bank February 1989 - April 1990
Skills
Customer Service, Microsoft Office, Human Resources, Onboarding, Employee Training, Training Delivery, Employee Benefits, Employee Management, Medical Terminology, Medical Records, Office Administration, Administrative..., Recruiting, Interviews, Temporary Staffing, Microsoft Excel, Microsoft Word, Teaching, Team Leadership, Project Management, PowerPoint, Public Speaking, Talent Acquisition, Cross-functional Team..., Retail Banking, Investment Banking, Change Management
Education
California State University-Sacramento
Bachelor's Degree, Liberal Studies
New Genz Health & Beauty Club June 2013 - Present
NuSkin Enterprises April 2012 - Present
Savvie September 2011 - Present
eCommunity Newspaper June 2011 - Present
Franklin Templeton Investments September 1997 - May 2004
Jardin Pacific 1990 - 1994
The Youth Publishing House 1984 - 1990
Skills
Art, Real Estate, Home, Investments, Brokerage, Residential, Investment Properties, Selling, Negotiation, Real Estate Investment, Contract Negotiation, Short Sales, Single Family Homes, Sellers, Construction, First Time Home Buyers, Buying, Relocation, Customer Relations, Real Estate Transactions, REO, PowerPoint, Marketing Strategy, Foreclosures, Property Management, Customer Service, Real Estate Development, First Time Buyers, Listings, Microsoft Office, Rentals, New Home Sales, Email Marketing, Real Property, Real Estate Economics, Property, Residential Homes, Marketing
Education
California State University-Sacramento 1998 — 2000
BS, Finance
Franklin Templeton Investments January 2015 - Present
Biddle Consulting Group September 2011 - November 2013
PeopleFinders September 2010 - September 2011
Vail Resorts November 2009 - May 2010
Skills
Data Analysis, SPSS, Microsoft Office, Microsoft Excel, Job Analysis, PowerPoint, Statistics, Training, Public Speaking, Research, Social Media, Analysis, Recruiting, Community Outreach, HTML, HRIS, Customer Service, Social Media Marketing, Human Resources, Event Planning, Employee Relations, Performance Management
Education
California State University-Sacramento 2004 — 2009
"BA", Intercultural and International Communications
Cherry Creek Properties, LLC January 2013 - Present
Rebuilding Together Metro Denver January 2009 - October 2011
Diana Price-Fish Cancer Foundation December 2003 - December 2008
Washintgon Public Utility Districts Association October 2000 - August 2003
Franklin Templeton Investments March 1996 - August 2000
Skills
Non-profits, Volunteer Management, Fundraising, Community Outreach, Event Planning, Community Relations..., Client Service Oriented, Nonprofits, Real Estate, Buyer Representation, First Time Home Buyers, Seller Representation, Referrals, Foreclosures, Relocation, Sellers, Client Services
Education
California State University-Sacramento 1990 — 1993
Bachelor of Science (B.S.), Recreation Administration
Franklin Templeton Investments August 2011 - Present
BJ's Restaurants, Inc. June 2006 - June 2012
American Eagle Outfitters July 2005 - October 2010
Skills
Customer Service, PowerPoint
Education
California State University-Sacramento 2010 — 2012
Bachelor of Business Administration (BBA), General Managment and Human Resources
Addison Avenue Investment Services June 2000 - Present
Franklin Templeton Investments January 1994 - June 2000
Education
California State University-Sacramento 1990 — 1995
BS, Business Management
Franklin Templeton Investments March 2013 - Present
Franklin Templeton Investments October 2006 - March 2013
Skills
Microsoft Excel, Microsoft Office
Education
CSU Sacramento
Bachelor of Arts (B.A.), Communication, General
Bird Vending Services, LLC. June 2007 - Present
Franklin Templeton Investments June 1997 - June 2007
Skills
Financial Accounting, Accounting, Entrepreneurship, Financial Analysis, Business Planning, Financial Reporting, Small Business, Process Improvement, Management, Investments, Finance, Mergers & Acquisitions, Budgets, Business Strategy, Vending
Education
National University 1999 — 2000
MBA, Financial Management
CSU Sacramento 1994 — 1996
BS, Finance
st bonaventure hs
Franklin Templeton Investments June 1998 - Present
Skills
Financial Reporting, Financial Analysis, Accounting, Account Reconciliation, Financial Accounting, General Ledger, Auditing, Internal Controls, Financial Statements, Fund Accounting, Sarbanes-Oxley Act, Financial Modeling, Strategic Financial..., Tax, Accounts Payable
Education
National University 2000 — 2002
Master of Business Administration (M.B.A.), Financial Management
CSU Sacramento 1988 — 1990
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Intel Corporation August 2010 - Present
Intel Corporation November 2007 - August 2010
Intel Corporation April 2000 - November 2007
Franklin Templeton Investments January 1997 - April 2000
Franklin Templeton Investments January 1995 - January 1997
Skills
Semiconductors, Intel, Product Marketing, Product Management, Semiconductor Industry, Cross-functional Team..., Go-to-market Strategy, IC, Processors, Channel, SoC
Education
Golden Gate University 1993 — 1995
Master of Business Administration (MBA), Finance, General
CSU Sacramento
Bachelor of Science (B.S.), Finance, General
Franklin Templeton Investments July 1999 - Present
Skills
Film, Mutual Funds, Microsoft Office, Microsoft Word, Analysis, Business Analysis
Education
CSU Sacramento 1980 — 1985
Bachelor of Science, Business Administration
Franklin Templeton Investments November 2014 - Present
Rite of Passage July 2009 - February 2012
Dept. of Justice September 2006 - June 2009
Skills
Personal Finance, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Analysis, Data Analysis, Financial Analysis, Business Analysis
Education
California State University-Sacramento 2006 — 2009
bs, Criminal Justice
Blue Shield of California October 2005 - Present
Blue Shield of California November 2004 - October 2005
Volt May 2004 - October 2004
TEKsystems February 2002 - June 2002
Franklin Templeton Investments March 1993 - April 1999
Skills
Technical Writing, Business Correspondence, Microsoft Office, Microsoft SQL Server, RTMS, Rumba, Microsoft Access, NT 4.0, MCSE, Web Design & Development, Mac OS X, OS X
Education
CSU Sacramento 1999 — 2000
Computer Science
Cosumnes River College 1989 — 1991
Business Administration and Management, General, A
Intregal Senior Living May 2010 - February 2014
California Audio Technology December 2003 - February 2009
Franklin Templeton Investments December 1993 - December 2003
Education
CSU Sacramento 1989 — 1991
Bachelor of Arts (BA), Industrial and Organizational Psychology
California State University, Sacramento - College of Continuing Education September 2013 - Present
Franklin Templeton Investments December 2007 - November 2008
Franklin Templeton Investments February 2006 - December 2007
Franklin Templeton Investments July 1999 - February 2006
Franklin Templeton Investments August 1997 - July 1999
Franklin Templeton Investments October 1994 - August 1997
Hyatt Regency Sacramento June 1988 - December 1995
Skills
SDLC, Project Management, Microsoft Excel, PowerPoint, Training, Business Analysis, Customer Service, Visio, Analysis, Budget Monitoring, Sarbanes-Oxley, Access, MS Project, ACD, Operations Management, Consulting, Business Relationship..., Operating Budgets, Mutual Funds, Lotus Notes, PeopleSoft, Data Analysis, Program Management, Vendor Management, Process Improvement
Education
California State University-Sacramento
Bachelor of Science (BS), Business Administration
Sutter Health September 2013 - Present
Franklin Templeton Investments February 2013 - September 2013
Franklin Templeton Investments August 2011 - January 2013
Skills
Mutual Funds, Financial Services, Business Analysis, Customer Service, Finance, Leadership, Process Improvement, Team Building, Team Leadership, Vendor Management, Social Media Marketing, Strategic Planning, Microsoft Excel
Education
CSU Sacramento 2000 — 2005
Bachelor's degree, English Language and Literature, General
Franklin Templeton Investments 1997 - 2009
Skills
Equities, Bloomberg, Mutual Funds, Fixed Income, Investments, Equity Research, Financial Modeling, Valuation
Education
California State University-Sacramento
Bachelor of Science (B.S.), Finance, General
Sutter Health August 2013 - Present
Sutter Health November 2006 - August 2013
RCR Companies November 2001 - November 2006
Franklin Templeton Investments February 2001 - November 2001
Castle Management, Inc April 1998 - February 2001
Skills
Accounting, General Ledger, Accounts Payable, Fund Accounting, Finance, Financial Reporting, Process Improvement, Account Reconciliation, Financial Analysis, Financial Accounting, Financial Statements, Forecasting, Analysis, Accounts Receivable, US GAAP, Microsoft Excel, CPA, Fixed Assets
Education
CSU Sacramento 2001 — 2005
Master of Science (M.S.), Accountancy
CSU Sacramento 2001 — 2003
Master of Business Administration (M.B.A.)
CSU Hayward 1993 — 2007
Bachelor of Science (B.S.), Business Administration, Accounting and Finanace
Berkshire Hathaway GUARD Insurance Companies December 2012 - Present
Travelers October 2011 - December 2012
Franklin Templeton Investments May 2011 - October 2011
Child Action, Inc September 2006 - May 2011
The Golden 1 Credit Union November 2001 - August 2006
Skills
Claims Management, Multitasking between..., Working with limited..., Team and Call Center..., Interviewing Clients, Self Starter, Public Speaking, PC Proficient (MS..., Effective communication..., Detail Orientated, Project Leadership, Problem Solving, Highly adaptable to..., Accomplishing Objectives
Education
California State University-Sacramento
Bachelor's Degree, Child Development
Franklin Templeton Investments June 1994 - January 2008
Education
California State University-Sacramento 1988 — 1992
Bachelor of Business Administration (B.B.A.), Marketing