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
William Romer William Romer's Franklin Templeton Investments Experience April 2015 - September 2015
Job Business Analyst / Quality Assurance Analyst
Industry Financial Services
Experience
Franklin Templeton Investments April 2015 - September 2015
JPMorgan Chase April 2013 - September 2014
JP Morgan Chase April 2012 - April 2013
JPMorgan Chase March 2007 - April 2012
JPMorgan Chase February 2006 - March 2007
JPMorgan Chase November 2002 - April 2004
FRANKLIN TEMPLETON FUNDS, Inc. January 1998 - January 2002
Franklin Templeton Investments September 1994 - January 1998
Franklin Templeton Investments February 1990 - September 1994
SALOMON BROTHERS, INC August 1984 - January 1990
Skills
SDLC, Business Analysis, Requirements Gathering, Business Requirements, Requirements Analysis, User Acceptance Testing, Business Process, Quality Assurance, Process Improvement, HP Quality Center, SharePoint, Testing, Banking, Risk Management, Financial Services, Visio, Investment Banking, TSO, CICS, JCL, File Aid, SQL, Application Lifecycle..., Use Cases, NDM, SWIFT, SWIFTNet, MS Office Products, IBM mainframe, XML, Management, Analysis, Databases, Integration, IT Strategy, Agile & Waterfall..., JIRA
Education
City University of New York-College of Staten Island
Bachelor of Science (B.S.), Economics
Franklin Templeton Investments April 2015 - September 2015
JPMorgan Chase April 2013 - September 2014
JP Morgan Chase April 2012 - April 2013
JPMorgan Chase March 2007 - April 2012
JPMorgan Chase February 2006 - March 2007
JPMorgan Chase November 2002 - April 2004
FRANKLIN TEMPLETON FUNDS, Inc. January 1998 - January 2002
Franklin Templeton Investments September 1994 - January 1998
Franklin Templeton Investments February 1990 - September 1994
SALOMON BROTHERS, INC August 1984 - January 1990
Skills
SDLC, Business Analysis, Requirements Gathering, Business Requirements, Requirements Analysis, User Acceptance Testing, Business Process, Quality Assurance, Process Improvement, HP Quality Center, SharePoint, Testing, Banking, Risk Management, Financial Services, Visio, Investment Banking, TSO, CICS, JCL, File Aid, SQL, Application Lifecycle..., Use Cases, NDM, SWIFT, SWIFTNet, MS Office Products, IBM mainframe, XML, Management, Analysis, Databases, Integration, IT Strategy, Agile & Waterfall..., JIRA
Education
City University of New York-College of Staten Island
Bachelor of Science (B.S.), Economics
Alberto Guedez Alberto Guedez's Franklin Templeton Investments Experience May 2000 - January 2010
Job Insurance Specialist at State Farm Insurance
Industry Insurance
Experience
State Farm Insurance November 2011 - Present
REEVES BMW October 2010 - November 2011
Franklin Templeton Investments May 2000 - January 2010
Skills
Bilingual-Spanish, Leadership, Project Management, Customer Service, Management, Marketing, Business Development, Market Research, Sales, Analysis, Strategic Planning, Program Management, Process Improvement, Negotiation, Banking, Investments, Mutual Funds, Portfolio Management
Education
City College of San Francisco 2000 — 2001
Certificate, Studies; Business finance
San Francisco City College 2000 — 2000
Business Analyst Certification, Studies; Business finance
Carabobo University 1989 — 1995
Business Administration, finance
City College 1989 — 1995
CA; CA; BA, Business Administration; Marketing
State Farm Insurance November 2011 - Present
REEVES BMW October 2010 - November 2011
Franklin Templeton Investments May 2000 - January 2010
Skills
Bilingual-Spanish, Leadership, Project Management, Customer Service, Management, Marketing, Business Development, Market Research, Sales, Analysis, Strategic Planning, Program Management, Process Improvement, Negotiation, Banking, Investments, Mutual Funds, Portfolio Management
Education
City College of San Francisco 2000 — 2001
Certificate, Studies; Business finance
San Francisco City College 2000 — 2000
Business Analyst Certification, Studies; Business finance
Carabobo University 1989 — 1995
Business Administration, finance
City College 1989 — 1995
CA; CA; BA, Business Administration; Marketing
LaToya Adkins LaToya Adkins's Franklin Templeton Investments Experience 1998 - 2000
Job Credit Analyst at Bank of Marin
Industry Banking
Experience
Bank of Marin August 2007 - Present
First Republic Bank 2004 - 2007
TheatreWorks 2002 - 2004
Gymboree 2000 - 2001
Franklin Templeton Investments 1998 - 2000
Skills
Commercial Banking, Commercial Lending, Credit, Loans, Credit Analysis, Banking Relationships, Relationship Management, Customer Service, Bank Secrecy Act, Financial Services, PowerPoint, Microsoft Word, Organization, Administrative..., Microsoft Office, Microsoft Excel, Outlook
Education
Westmoor High School 1993 — 1997
High School Diploma
City College of San Francisco
Associate of Science (A.S.), Marketing
Bank of Marin August 2007 - Present
First Republic Bank 2004 - 2007
TheatreWorks 2002 - 2004
Gymboree 2000 - 2001
Franklin Templeton Investments 1998 - 2000
Skills
Commercial Banking, Commercial Lending, Credit, Loans, Credit Analysis, Banking Relationships, Relationship Management, Customer Service, Bank Secrecy Act, Financial Services, PowerPoint, Microsoft Word, Organization, Administrative..., Microsoft Office, Microsoft Excel, Outlook
Education
Westmoor High School 1993 — 1997
High School Diploma
City College of San Francisco
Associate of Science (A.S.), Marketing
Joy Gutierrez-Pilare Joy Gutierrez-Pilare's Franklin Templeton Investments Experience August 2000 - February 2009
Job Executive Staff Assistant at TPMG
Industry Hospital & Health Care
Experience
San Francisco Dragon Healers June 2014 - Present
Bayshore School District May 2013 - Present
The Permanente Medical Group February 2013 - Present
The Trust for Public Land October 2009 - February 2013
Pacific Coast Staffing, Pete DeGracia July 2009 - October 2009
Franklin Templeton Investments August 2000 - February 2009
American Postal Workers Union (APWU) April 1998 - September 2000
United States Postal Service February 1998 - September 2000
Ramada Plaza Hotel June 1995 - September 1998
Skills
MS Office Suite: Word, Power Point, Adobe CS3: Photoshop &..., Event Planning, Calendars, Outlook, Office Management, Visio, Microsoft Excel, Social Networking, Community Outreach, Heavy Calendaring, Analytical Skills, Administrative..., Travel Arrangements, Confidentiality, Customer Service, Office Administration, Non-profits, Data Entry, Administrative Work, Fax, File Management, Adobe Acrobat, Social Media, Teamwork, Access, Nonprofits, Process Improvement, Leadership, Fundraising, Software Documentation, Budgets, Time Management, Administrative...
Education
Cañada College
Skyline College
City College of San Francisco
Business Administration
Jefferson High School
San Francisco Dragon Healers June 2014 - Present
Bayshore School District May 2013 - Present
The Permanente Medical Group February 2013 - Present
The Trust for Public Land October 2009 - February 2013
Pacific Coast Staffing, Pete DeGracia July 2009 - October 2009
Franklin Templeton Investments August 2000 - February 2009
American Postal Workers Union (APWU) April 1998 - September 2000
United States Postal Service February 1998 - September 2000
Ramada Plaza Hotel June 1995 - September 1998
Skills
MS Office Suite: Word, Power Point, Adobe CS3: Photoshop &..., Event Planning, Calendars, Outlook, Office Management, Visio, Microsoft Excel, Social Networking, Community Outreach, Heavy Calendaring, Analytical Skills, Administrative..., Travel Arrangements, Confidentiality, Customer Service, Office Administration, Non-profits, Data Entry, Administrative Work, Fax, File Management, Adobe Acrobat, Social Media, Teamwork, Access, Nonprofits, Process Improvement, Leadership, Fundraising, Software Documentation, Budgets, Time Management, Administrative...
Education
Cañada College
Skyline College
City College of San Francisco
Business Administration
Jefferson High School
Jen D'Antonio's Franklin Templeton Investments Experience August 2010 - Present
Job Investment Administration Coordinator at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2010 - Present
Franklin Templeton Investments September 2005 - August 2010
Franklin Templeton Investments May 1996 - September 2005
Scotty's Inc. 1985 - 1994
Skills
Asset Managment, Financial Services, Financial Analysis, Equities, Asset Management, Investments, Portfolio Management, Financial Reporting, Bloomberg, Mutual Funds
Education
University of San Francisco 2010 — 2011
BS, Business Economics
Villanova University 2008 — 2009
Master certificate, Project Management
Cañada College 1994 — 1996
Radiologic Technology
Skyline College 1994 — 1996
general education
Astoria High School 1981 — 1983
diploma, general
Lewis & Clark christian academy 1980 — 1983
CAPM, Project Mgt Institute
Project Mgt
NASD Series 6 License
Franklin Templeton Investments August 2010 - Present
Franklin Templeton Investments September 2005 - August 2010
Franklin Templeton Investments May 1996 - September 2005
Scotty's Inc. 1985 - 1994
Skills
Asset Managment, Financial Services, Financial Analysis, Equities, Asset Management, Investments, Portfolio Management, Financial Reporting, Bloomberg, Mutual Funds
Education
University of San Francisco 2010 — 2011
BS, Business Economics
Villanova University 2008 — 2009
Master certificate, Project Management
Cañada College 1994 — 1996
Radiologic Technology
Skyline College 1994 — 1996
general education
Astoria High School 1981 — 1983
diploma, general
Lewis & Clark christian academy 1980 — 1983
CAPM, Project Mgt Institute
Project Mgt
NASD Series 6 License
Mark A Spencer's Franklin Templeton Investments Experience July 2013 - October 2013
Job Sourcing Recruiter at Accenture
Industry Human Resources
Experience
Accenture January 2015 - Present
Performant Financial Corporation September 2014 - January 2015
Voices.com November 2000 - 2015
Robert Half May 2014 - September 2014
Franklin Templeton Investments July 2013 - October 2013
Morpho Detection, Inc. March 2013 - July 2013
Coldwell Banker United August 2012 - February 2013
Kaiser Permanente November 2011 - July 2012
Bank of America June 2011 - November 2011
Google February 2010 - June 2011
Skills
Sourcing, College Recruiting, Executive Search, Strategic Sourcing, Technical Recruiting, SDLC, Human Resources, Product Marketing, Personnel Management, Management Consulting, Interviews, Applicant Tracking..., Candidate Generation, Voiceovers, Voice Acting, Recruiting, Internet Recruiting, Management, Executive Consulting, Full-cycle Recruiting, Recruitment/Retention, Global Sourcing, Staff Management, Full-life Cycle...
Education
City University of New York
Yes, Film
Accenture January 2015 - Present
Performant Financial Corporation September 2014 - January 2015
Voices.com November 2000 - 2015
Robert Half May 2014 - September 2014
Franklin Templeton Investments July 2013 - October 2013
Morpho Detection, Inc. March 2013 - July 2013
Coldwell Banker United August 2012 - February 2013
Kaiser Permanente November 2011 - July 2012
Bank of America June 2011 - November 2011
Google February 2010 - June 2011
Skills
Sourcing, College Recruiting, Executive Search, Strategic Sourcing, Technical Recruiting, SDLC, Human Resources, Product Marketing, Personnel Management, Management Consulting, Interviews, Applicant Tracking..., Candidate Generation, Voiceovers, Voice Acting, Recruiting, Internet Recruiting, Management, Executive Consulting, Full-cycle Recruiting, Recruitment/Retention, Global Sourcing, Staff Management, Full-life Cycle...
Education
City University of New York
Yes, Film
Lisa Ruiz Lisa Ruiz's Franklin Templeton Investments Experience 1995 - 1997
Job Accounting Associate at Arterra Distribution
Industry Consumer Goods
Experience
Arterra Distribution May 2014 - Present
Philip Roberts Models May 2012 - May 2014
Child Development Inc. 2012 - 2012
Regina Interiors 2000 - 2005
Franklin Templeton Investments 1995 - 1997
Franklin Templeton Investments 1988 - 1995
Skills
Accounts Payable, Accounts Receivable, Invoicing, Account Reconciliation, Cash Management, Spreadsheets, Office Management, Administrative..., Office Administration, QuickBooks, Invoice Processing, Customer Service, 10 Key
Education
San Jose State University
Bachelor of Science (BS), Business Administration, Finance
Cañada College
Certificate, Interior Design
Arterra Distribution May 2014 - Present
Philip Roberts Models May 2012 - May 2014
Child Development Inc. 2012 - 2012
Regina Interiors 2000 - 2005
Franklin Templeton Investments 1995 - 1997
Franklin Templeton Investments 1988 - 1995
Skills
Accounts Payable, Accounts Receivable, Invoicing, Account Reconciliation, Cash Management, Spreadsheets, Office Management, Administrative..., Office Administration, QuickBooks, Invoice Processing, Customer Service, 10 Key
Education
San Jose State University
Bachelor of Science (BS), Business Administration, Finance
Cañada College
Certificate, Interior Design
Diane Tallarico Diane Tallarico's Franklin Templeton Investments Experience November 1984 - Present
Job VP, Senior Advisor Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments November 1984 - Present
Education
Champlain College
University of Vermont
Franklin Templeton Investments November 1984 - Present
Education
Champlain College
University of Vermont
Kenya Hill Kenya Hill's Franklin Templeton Investments Experience May 2006 - February 2007
Job RN Inpatient Care at Advanced Health Care of Albuquerque
Industry Medical Practice
Experience
Presbyterian hospital May 2014 - Present
Presbyterian Healthcare Services April 2013 - May 2014
Advanced Health Care of Albuquerque March 2013 - September 2013
Princeton Place March 2013 - August 2013
Raymond James Financial Inc. August 2007 - April 2009
Franklin Templeton Investments May 2006 - February 2007
Skills
Management, EKG, PALS, ACLS, BLS, Direct Patient Care, Medication..., Wound Care, Hospitals, Telephone Triage, Immunization, Patient Education, Healthcare, IV, Injectable, Nursing, Organize and complete a..., Spirometry, IV insertion, Injections, Neurological Assessments
Education
Registered Nurse
Associate of Applied Science, Nursing
Central New Mexico Community College 2010 — 2012
Associate of Science (A.S.), Registered Nursing/Registered Nurse
University of South Florida 2004 — 2006
Bachelor of Science (B.S.), Finance, General
Presbyterian hospital May 2014 - Present
Presbyterian Healthcare Services April 2013 - May 2014
Advanced Health Care of Albuquerque March 2013 - September 2013
Princeton Place March 2013 - August 2013
Raymond James Financial Inc. August 2007 - April 2009
Franklin Templeton Investments May 2006 - February 2007
Skills
Management, EKG, PALS, ACLS, BLS, Direct Patient Care, Medication..., Wound Care, Hospitals, Telephone Triage, Immunization, Patient Education, Healthcare, IV, Injectable, Nursing, Organize and complete a..., Spirometry, IV insertion, Injections, Neurological Assessments
Education
Registered Nurse
Associate of Applied Science, Nursing
Central New Mexico Community College 2010 — 2012
Associate of Science (A.S.), Registered Nursing/Registered Nurse
University of South Florida 2004 — 2006
Bachelor of Science (B.S.), Finance, General
Aloysius Cummings Aloysius Cummings's Franklin Templeton Investments Experience 1996 - 1998
Job Commerical/Residential PVInstaller
Industry Renewables & Environment
Experience
Crescent Alliance Group February 2011 - Present
Aerotek August 2010 - January 2011
Sungevity August 2009 - July 2010
Collier Warehouse, Inc - San Francisco 2003 - 2007
Franklin Templeton Investments 1996 - 1998
Skills
Solar Electric Installer, Basic Construction..., Warehouse Management, Forklift Operator, Basic Electrical Skills, Accounting Research, 3 Years of Accounting, Construction, Electrical, Solar, Inventory Management, Accounting, Word, Outlook, Excel, Scheduling, Customer Relations, Research, Renewable Energy, Photovoltaics
Education
City College of San Francisco 2007 — 2014
General Education
College of San Mateo 1994 — 1999
Grade School & Middle School
Crescent Alliance Group February 2011 - Present
Aerotek August 2010 - January 2011
Sungevity August 2009 - July 2010
Collier Warehouse, Inc - San Francisco 2003 - 2007
Franklin Templeton Investments 1996 - 1998
Skills
Solar Electric Installer, Basic Construction..., Warehouse Management, Forklift Operator, Basic Electrical Skills, Accounting Research, 3 Years of Accounting, Construction, Electrical, Solar, Inventory Management, Accounting, Word, Outlook, Excel, Scheduling, Customer Relations, Research, Renewable Energy, Photovoltaics
Education
City College of San Francisco 2007 — 2014
General Education
College of San Mateo 1994 — 1999
Grade School & Middle School
Sheley Little Sheley Little's Franklin Templeton Investments Experience 1994 - 1996
Job Professor, Sacramento City College
Industry Higher Education
Experience
Sacramento City College August 2010 - Present
American River College 2002 - 2010
MTI College of Business and Technology January 1997 - June 2002
Franklin Templeton Investments 1994 - 1996
Skills
Curriculum Development, Higher Education, Teaching, Distance Learning, Curriculum Design, Adult Education, Instructional Design, Courses, Educational Technology, E-Learning, College Teaching, Student Affairs, Staff Development, Educational Leadership, Web Development, Educational Research, Training, Classroom, Instructional Technology
Education
California State University-Sacramento 2010 — 2012
Master of Arts (M.A.), Educational Technology
National University, Sacramento, California 1990 — 1995
Bachelor of Business Administration (BBA), Financial Accounting
Sacramento City College August 2010 - Present
American River College 2002 - 2010
MTI College of Business and Technology January 1997 - June 2002
Franklin Templeton Investments 1994 - 1996
Skills
Curriculum Development, Higher Education, Teaching, Distance Learning, Curriculum Design, Adult Education, Instructional Design, Courses, Educational Technology, E-Learning, College Teaching, Student Affairs, Staff Development, Educational Leadership, Web Development, Educational Research, Training, Classroom, Instructional Technology
Education
California State University-Sacramento 2010 — 2012
Master of Arts (M.A.), Educational Technology
National University, Sacramento, California 1990 — 1995
Bachelor of Business Administration (BBA), Financial Accounting
Shashank Lal Shashank Lal's Franklin Templeton Investments Experience February 2008 - July 2012
Job Trading Admistrator at Asahi Refining
Industry Financial Services
Experience
Asahi Refining March 2015 - Present
Honda Canada Finance Inc. October 2013 - Present
Honda Canada Inc. October 2014 - January 2015
Franklin Templeton Investments February 2008 - July 2012
Cinram 2007 - 2008
Cinram 2006 - 2007
Skills
Equity Research, Fixed Income, Equities, Capital Markets, Bloomberg, Mutual Funds, Analysis
Education
York University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Canadian College of Business & Technology 2013 — 2014
Diploma in Banking & Financial Services, Finance, General
Canadian Securities Institute 2013 — 2013
IFIC, CPH, Investments and Securities
Centennial College 2009 — 2011
Diploma in Accounting, Accounting and Business/Management
The University of Western Ontario 2003 — 2005
Accounting and Finance
Asahi Refining March 2015 - Present
Honda Canada Finance Inc. October 2013 - Present
Honda Canada Inc. October 2014 - January 2015
Franklin Templeton Investments February 2008 - July 2012
Cinram 2007 - 2008
Cinram 2006 - 2007
Skills
Equity Research, Fixed Income, Equities, Capital Markets, Bloomberg, Mutual Funds, Analysis
Education
York University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Canadian College of Business & Technology 2013 — 2014
Diploma in Banking & Financial Services, Finance, General
Canadian Securities Institute 2013 — 2013
IFIC, CPH, Investments and Securities
Centennial College 2009 — 2011
Diploma in Accounting, Accounting and Business/Management
The University of Western Ontario 2003 — 2005
Accounting and Finance
Shabina Rafiq Shabina Rafiq's Franklin Templeton Investments Experience December 1995 - March 1999
Job Financial Planning Associate at Commonwealth Financial Network
Industry Financial Services
Experience
Benjamin W Wong & Associates August 2014 - Present
Financial Telesis Inc August 2007 - August 2014
Altas Securities March 1999 - May 2007
Webvan January 2000 - June 2001
Franklin Templeton Investments December 1995 - March 1999
Skills
Series 7, California Life..., California Notary Public, Investments, Retirement Planning, Securities, Asset Management, Insurance, Microsoft Excel, Customer Service, Microsoft Office, Equities, Portfolio Management, Mutual Funds
Education
Chabot College 2010 — 2014
Business Administration and Management, General
ITT Technical Institute-Hayward 1999 — 2001
Computer and Information Sciences and Support Services
Benjamin W Wong & Associates August 2014 - Present
Financial Telesis Inc August 2007 - August 2014
Altas Securities March 1999 - May 2007
Webvan January 2000 - June 2001
Franklin Templeton Investments December 1995 - March 1999
Skills
Series 7, California Life..., California Notary Public, Investments, Retirement Planning, Securities, Asset Management, Insurance, Microsoft Excel, Customer Service, Microsoft Office, Equities, Portfolio Management, Mutual Funds
Education
Chabot College 2010 — 2014
Business Administration and Management, General
ITT Technical Institute-Hayward 1999 — 2001
Computer and Information Sciences and Support Services
Attila Korpos Attila Korpos's Franklin Templeton Investments Experience October 2011 - Present
Job Research Professional
Industry Capital Markets
Experience
Franklin Templeton Investments October 2011 - Present
Skills
Economics, Econometrics, Research, Data Analysis, Statistics, Analysis, Quantitative Analytics, Macroeconomics, Teaching
Education
Tilburg University 2001 — 2006
PhD, Economics
Central European University 1998 — 1999
Master's degree, Economics
Franklin Templeton Investments October 2011 - Present
Skills
Economics, Econometrics, Research, Data Analysis, Statistics, Analysis, Quantitative Analytics, Macroeconomics, Teaching
Education
Tilburg University 2001 — 2006
PhD, Economics
Central European University 1998 — 1999
Master's degree, Economics
Leslee Luedke Martin, CFA, PRM, MBA Leslee Luedke Martin, CFA, PRM, MBA's Franklin Templeton Investments Experience January 2000 - August 2001
Job Market Risk Coordinator Federal Reserve Bank of San Francisco
Industry Capital Markets
Experience
Federal Reserve Bank of San Francisco October 2013 - Present
Federal Reserve Bank of San Francisco January 2011 - October 2013
Federal Reserve Bank of Atlanta August 2009 - December 2010
Federal Home Loan Bank of Atlanta December 2007 - January 2009
SunTrust Capital Markets April 2005 - December 2007
Federal Reserve Bank of Atlanta August 2001 - April 2005
Franklin Templeton Investments January 2000 - August 2001
Security Analysts of San Francisco February 2001 - March 2001
CFA Institute August 1996 - August 2000
Citizens Development Corps August 1998 - January 2000
Skills
Financial Modeling, Asset Liability..., Derivatives, Risk Management, Stress Testing, Securitization, Pricing, Market Risk, Liquidity Analysis, Capital Adequacy, Mortgage Backed..., ALM, Project Management, Capital Markets, Fixed Income, Credit Risk, MBS, Portfolio Management, Valuation, Equities, Banking, Financial Risk, Basel II, Finance, Credit Analysis, Liquidity Risk, Analysis, Investments, Structured Finance, Financial Services, Trading, Securities, Credit, Economics, Quantitative Analytics, Emerging Markets, Treasury Management, Bloomberg, Hedging, Mutual Funds, Options, Loans, Operational Risk, Investment Banking, Financial Markets, Interest Rate Risk..., Financial Institutions, Strategy, Quantitative Finance, Hedge Funds
Education
University of Wisconsin-Milwaukee
BS with Honors, Economics
CIMBA Italy - Consortium Institute of Management and Business Analysis 1993 — 1994
MBA, International Finance
Clemson University 1994 — 1994
MBA, International Finance
James Madison High School
Federal Reserve Bank of San Francisco October 2013 - Present
Federal Reserve Bank of San Francisco January 2011 - October 2013
Federal Reserve Bank of Atlanta August 2009 - December 2010
Federal Home Loan Bank of Atlanta December 2007 - January 2009
SunTrust Capital Markets April 2005 - December 2007
Federal Reserve Bank of Atlanta August 2001 - April 2005
Franklin Templeton Investments January 2000 - August 2001
Security Analysts of San Francisco February 2001 - March 2001
CFA Institute August 1996 - August 2000
Citizens Development Corps August 1998 - January 2000
Skills
Financial Modeling, Asset Liability..., Derivatives, Risk Management, Stress Testing, Securitization, Pricing, Market Risk, Liquidity Analysis, Capital Adequacy, Mortgage Backed..., ALM, Project Management, Capital Markets, Fixed Income, Credit Risk, MBS, Portfolio Management, Valuation, Equities, Banking, Financial Risk, Basel II, Finance, Credit Analysis, Liquidity Risk, Analysis, Investments, Structured Finance, Financial Services, Trading, Securities, Credit, Economics, Quantitative Analytics, Emerging Markets, Treasury Management, Bloomberg, Hedging, Mutual Funds, Options, Loans, Operational Risk, Investment Banking, Financial Markets, Interest Rate Risk..., Financial Institutions, Strategy, Quantitative Finance, Hedge Funds
Education
University of Wisconsin-Milwaukee
BS with Honors, Economics
CIMBA Italy - Consortium Institute of Management and Business Analysis 1993 — 1994
MBA, International Finance
Clemson University 1994 — 1994
MBA, International Finance
James Madison High School
Reid Koester Reid Koester's Franklin Templeton Investments Experience July 2005 - May 2007
Job Management Consulting. Finance. Strategy. Entrepreneurship.
Industry Management Consulting
Experience
Deloitte March 2015 - Present
CoreStand March 2014 - March 2015
Cannon River Associates December 2013 - March 2015
Marsico Capital Management May 2007 - May 2011
Franklin Templeton Investments July 2005 - May 2007
Fried Frank July 2003 - April 2005
Education
Tufts University - The Fletcher School of Law and Diplomacy 2011 — 2013
MALD
Carleton College 1999 — 2003
BA
Deloitte March 2015 - Present
CoreStand March 2014 - March 2015
Cannon River Associates December 2013 - March 2015
Marsico Capital Management May 2007 - May 2011
Franklin Templeton Investments July 2005 - May 2007
Fried Frank July 2003 - April 2005
Education
Tufts University - The Fletcher School of Law and Diplomacy 2011 — 2013
MALD
Carleton College 1999 — 2003
BA
Sindey Giannini Sindey Giannini's Franklin Templeton Investments Experience July 1996 - August 1999
Job Contract Compliance Administrator at BiRite Foodservice Distributors
Industry Food & Beverages
Experience
BiRite Foodservice Distributors 2015 - Present
Genentech 2013 - 2015
Genentech 2013 - 2015
Odwalla July 2006 - May 2013
Nurserymen's Exchange August 1999 - May 2006
Franklin Templeton Investments July 1996 - August 1999
Skills
Sales Operations, Negotiation, Product Development, Purchasing, Cross-functional Team..., Food Industry, FMCG, Account Management, Pricing, Leadership, Merchandising, Consumer Products, P
Education
Chabot College
Mass Communication/Media Studies
College of San Mateo
Real Estate Finance, Pass
BiRite Foodservice Distributors 2015 - Present
Genentech 2013 - 2015
Genentech 2013 - 2015
Odwalla July 2006 - May 2013
Nurserymen's Exchange August 1999 - May 2006
Franklin Templeton Investments July 1996 - August 1999
Skills
Sales Operations, Negotiation, Product Development, Purchasing, Cross-functional Team..., Food Industry, FMCG, Account Management, Pricing, Leadership, Merchandising, Consumer Products, P
Education
Chabot College
Mass Communication/Media Studies
College of San Mateo
Real Estate Finance, Pass
Marcelle Chavez's Franklin Templeton Investments Experience August 2013 - Present
Job Legal Specialist at Franklin Templeton Investments
Industry Legal Services
Experience
Franklin Templeton Investments August 2013 - Present
City Year July 2012 - June 2013
City Year July 2011 - July 2012
U.S. House of Representatives September 2010 - May 2011
Podocare Marketing and Advertising July 2008 - February 2010
Skills
Community Outreach, Nonprofits, Volunteer Management, Program Development, Grant Writing, Youth Development, Tutoring, Fundraising, Program Evaluation, Public Speaking, Community Organizing, Teaching, Research, Event Planning, Youth Mentoring, Editing, Curriculum Design, Higher Education, SPSS, Curriculum Development
Education
John Jay College of Criminal Justice 2007 — 2011
Bachelor of Science (B.S.), Legal Studies, General
Franklin Templeton Investments August 2013 - Present
City Year July 2012 - June 2013
City Year July 2011 - July 2012
U.S. House of Representatives September 2010 - May 2011
Podocare Marketing and Advertising July 2008 - February 2010
Skills
Community Outreach, Nonprofits, Volunteer Management, Program Development, Grant Writing, Youth Development, Tutoring, Fundraising, Program Evaluation, Public Speaking, Community Organizing, Teaching, Research, Event Planning, Youth Mentoring, Editing, Curriculum Design, Higher Education, SPSS, Curriculum Development
Education
John Jay College of Criminal Justice 2007 — 2011
Bachelor of Science (B.S.), Legal Studies, General
Philip DeMont Philip DeMont's Franklin Templeton Investments Experience June 2014 - February 2015
Job Business writer, public policy expert
Industry Online Media
Experience
Franklin Templeton Investments June 2014 - February 2015
CBC.CA September 2008 - May 2014
Various organizations June 2008 - May 2014
Sandra Pupatello - Minister of Economic Development and Trade - Ontario March 2006 - October 2006
George Smitherman - Health Minister - Ontario April 2003 - April 2005
ROBTV 2000 - 2003
Financial Post 1995 - 2000
Skills
Radio Broadcasting, Writing, Editing, Current Affairs, Journalism, Television, Radio, Play-by-play, Stories, Broadcast, Media Relations, Broadcast Journalism, Press Releases, Politics, News Writing, Blogging, Strategic Communications, On-air, Community Relations, Newspaper, Copy Editing, Presenter, Public Relations, Corporate Communications, Publicity, Broadcast Television, Editorial, Storytelling, Community Development, Newspapers, Speech Writing
Education
Carleton University 1987 — 1988
B.J., Journalism
Dalhousie University 1982 — 1983
Masters (Pol. Sci.), African Studies
Queen's University 1981 — 1982
Masters (Economics), Developmental Economics
Dalhousie University 1977 — 1981
B.Comm., Economics
Franklin Templeton Investments June 2014 - February 2015
CBC.CA September 2008 - May 2014
Various organizations June 2008 - May 2014
Sandra Pupatello - Minister of Economic Development and Trade - Ontario March 2006 - October 2006
George Smitherman - Health Minister - Ontario April 2003 - April 2005
ROBTV 2000 - 2003
Financial Post 1995 - 2000
Skills
Radio Broadcasting, Writing, Editing, Current Affairs, Journalism, Television, Radio, Play-by-play, Stories, Broadcast, Media Relations, Broadcast Journalism, Press Releases, Politics, News Writing, Blogging, Strategic Communications, On-air, Community Relations, Newspaper, Copy Editing, Presenter, Public Relations, Corporate Communications, Publicity, Broadcast Television, Editorial, Storytelling, Community Development, Newspapers, Speech Writing
Education
Carleton University 1987 — 1988
B.J., Journalism
Dalhousie University 1982 — 1983
Masters (Pol. Sci.), African Studies
Queen's University 1981 — 1982
Masters (Economics), Developmental Economics
Dalhousie University 1977 — 1981
B.Comm., Economics
Walt Waldin Walt Waldin's Franklin Templeton Investments Experience April 1998 - May 1999
Job 401(k) Account Manager at Vita Planning Group
Industry Financial Services
Experience
Vita Planning Group July 2013 - Present
The Vita Companies April 2011 - June 2013
Shangra La Bronze Art April 2009 - March 2011
WESPAC October 2005 - March 2009
Lawrence Johnson & Associates May 1999 - September 2005
Franklin Templeton Investments April 1998 - May 1999
Pension Consultants, Inc. May 1994 - February 1998
Skills
Employee Benefits, Benefits Administration, 401k, Retirement, Retirement Planning, Defined Benefit, COBRA, Pensions, Mutual Funds, Defined Contribution, ERISA, Brokers, Pension Administration, Employee Relations, Management, Microsoft Excel
Education
California State University-Sacramento 1987 — 1992
Bachelor of Science, Business Administration
Vita Planning Group July 2013 - Present
The Vita Companies April 2011 - June 2013
Shangra La Bronze Art April 2009 - March 2011
WESPAC October 2005 - March 2009
Lawrence Johnson & Associates May 1999 - September 2005
Franklin Templeton Investments April 1998 - May 1999
Pension Consultants, Inc. May 1994 - February 1998
Skills
Employee Benefits, Benefits Administration, 401k, Retirement, Retirement Planning, Defined Benefit, COBRA, Pensions, Mutual Funds, Defined Contribution, ERISA, Brokers, Pension Administration, Employee Relations, Management, Microsoft Excel
Education
California State University-Sacramento 1987 — 1992
Bachelor of Science, Business Administration
Jane Phan Jane Phan's Franklin Templeton Investments Experience 2005 - 2006
Job Sales Representative at Real Estate HOMEWARD, Brokerage
Industry Real Estate
Experience
Kraft Foods Group March 2011 - December 2013
Apple Inc. June 2008 - September 2010
Lavalife 2006 - 2008
Franklin Templeton Investments 2005 - 2006
Franklin Templeton Investments 2002 - 2005
Equinox Financial Group 2002 - 2002
Chisholm Ltd 2001 - 2001
Institute for Leadership Development 2000 - 2001
Success Tutorial School 1999 - 2000
Skills
Analytics, Segmentation, Market Research, Marketing Research, Customer Insight, Project Management, CRM, Web Analytics, Market Analysis, Direct Marketing, Database Marketing, Google Analytics, Crystal Reports, Databases, Digital Marketing, Executive Presentations, Sales, Cantonese
Education
Centennial College 2001 — 2001
Post-Graduate Certificate, E-Commerce/Electronic Commerce
University of Toronto - New College 1995 — 2000
Hons.BA, Major: Statistics & Economics, Minor: English
Ontario Real Estate Association
Kraft Foods Group March 2011 - December 2013
Apple Inc. June 2008 - September 2010
Lavalife 2006 - 2008
Franklin Templeton Investments 2005 - 2006
Franklin Templeton Investments 2002 - 2005
Equinox Financial Group 2002 - 2002
Chisholm Ltd 2001 - 2001
Institute for Leadership Development 2000 - 2001
Success Tutorial School 1999 - 2000
Skills
Analytics, Segmentation, Market Research, Marketing Research, Customer Insight, Project Management, CRM, Web Analytics, Market Analysis, Direct Marketing, Database Marketing, Google Analytics, Crystal Reports, Databases, Digital Marketing, Executive Presentations, Sales, Cantonese
Education
Centennial College 2001 — 2001
Post-Graduate Certificate, E-Commerce/Electronic Commerce
University of Toronto - New College 1995 — 2000
Hons.BA, Major: Statistics & Economics, Minor: English
Ontario Real Estate Association
Jackie Cohen Jackie Cohen's Franklin Templeton Investments Experience 2014 - 2014
Job Make Money and Influence People with AwardWinning Content Social Media, Writing, Editing and More!
Industry Public Relations and Communications
Experience
Motif Investing June 2015 - Present
ticular - strategies for success September 2007 - June 2015
Wells Fargo 2015 - 2015
Franklin Templeton Investments 2014 - 2014
Cornerstone Research 2013 - 2013
BlackRock iShares 2012 - 2012
Mediabistro 2010 - 2012
Bloomberg 2008 - 2009
Source Media 2005 - 2007
CBS MarketWatch 2004 - 2005
Skills
Copy Editing, SEO, Editorial, Social Media, Newsletters, Editing, YouTube, Storytelling, Marketing Communications, Content Management, Journalism, New Media, Social Networking, Facebook Marketing, Corporate Communications, Digital Media, Social Media Measurement, SEO copywriting, Internet Strategy, Breaking News, SEM, Dreamweaver, Integrated Marketing..., QuarkXPress, Business, Hootsuite, AP Style, LinkedIn, Facebook Fan Page..., Custom Facebook Pages, Quora, Google+, CSS, InDesign, Spanish, Mobile Strategy, Small Business Marketing, Internet, Radian6, Adobe Creative Suite, Project Management, Multimedia Marketing..., Twitter, LinkedIn API, Personal Finance, Small Business, Social Entrepreneurship, E-commerce Consulting, Communications, Content Marketing
Education
Claremont Graduate University
M.A., English, 3.5
Macalester College
B.A., English and classics, with a core concentration in humanities, 3.5
Reed College
Classics and Classical Languages, Literatures, and Linguistics
The School of the Art Institute of Chicago
Motif Investing June 2015 - Present
ticular - strategies for success September 2007 - June 2015
Wells Fargo 2015 - 2015
Franklin Templeton Investments 2014 - 2014
Cornerstone Research 2013 - 2013
BlackRock iShares 2012 - 2012
Mediabistro 2010 - 2012
Bloomberg 2008 - 2009
Source Media 2005 - 2007
CBS MarketWatch 2004 - 2005
Skills
Copy Editing, SEO, Editorial, Social Media, Newsletters, Editing, YouTube, Storytelling, Marketing Communications, Content Management, Journalism, New Media, Social Networking, Facebook Marketing, Corporate Communications, Digital Media, Social Media Measurement, SEO copywriting, Internet Strategy, Breaking News, SEM, Dreamweaver, Integrated Marketing..., QuarkXPress, Business, Hootsuite, AP Style, LinkedIn, Facebook Fan Page..., Custom Facebook Pages, Quora, Google+, CSS, InDesign, Spanish, Mobile Strategy, Small Business Marketing, Internet, Radian6, Adobe Creative Suite, Project Management, Multimedia Marketing..., Twitter, LinkedIn API, Personal Finance, Small Business, Social Entrepreneurship, E-commerce Consulting, Communications, Content Marketing
Education
Claremont Graduate University
M.A., English, 3.5
Macalester College
B.A., English and classics, with a core concentration in humanities, 3.5
Reed College
Classics and Classical Languages, Literatures, and Linguistics
The School of the Art Institute of Chicago
Venia Balitsky's Franklin Templeton Investments Experience April 2013 - Present
Job Franklin Templeton
Industry Financial Services
Experience
Franklin Templeton Investments April 2013 - Present
Alhambra April 2011 - April 2013
Skills
Food Service, Strategic Planning, Customer Service, Salesforce.com, Leadership, Cold Calling, Marketing, Account Management, Sales Operations, Sales, Direct Sales, Social Media Marketing, Event Planning, Management, Microsoft Office
Education
California State University-Sacramento 2007 — 2009
BS, Business Administration- Marketing
Christian Brothers High School 1998 — 2001
Franklin Templeton Investments April 2013 - Present
Alhambra April 2011 - April 2013
Skills
Food Service, Strategic Planning, Customer Service, Salesforce.com, Leadership, Cold Calling, Marketing, Account Management, Sales Operations, Sales, Direct Sales, Social Media Marketing, Event Planning, Management, Microsoft Office
Education
California State University-Sacramento 2007 — 2009
BS, Business Administration- Marketing
Christian Brothers High School 1998 — 2001
Stewart Fines Stewart Fines's Franklin Templeton Investments Experience October 2000 - March 2001
Job
Industry Information Technology and Services
Experience
Champ Systems November 2007 - February 2013
Health Net November 2005 - July 2007
The UPS Store February 2005 - October 2005
LPL Financial September 2004 - February 2005
American River Health Pro Credit Union July 2001 - September 2004
Franklin Templeton Investments October 2000 - March 2001
Skills
Microsoft SQL Server, Virtualization, Windows Server, VMware, Active Directory, Integration, Citrix, Exchange 2010/2007/2003, FlashMX, Dreamweaver, Lotus Notes, Small Business Server, A+ Certified..., Microsoft Certified..., Microsoft Certified..., Microsoft Exchange, SCCM, Citrix Metaframe, Hyper-V, Blackberry Enterprise..., ActionScript, System Administration, Servers, Customer Service, Management, Disaster Recovery
Education
CSU Sacramento 1998 — 2000
BS, Criminal Justice
Sacramento City College 1995 — 1998
Associate's degree, General Studies
Champ Systems November 2007 - February 2013
Health Net November 2005 - July 2007
The UPS Store February 2005 - October 2005
LPL Financial September 2004 - February 2005
American River Health Pro Credit Union July 2001 - September 2004
Franklin Templeton Investments October 2000 - March 2001
Skills
Microsoft SQL Server, Virtualization, Windows Server, VMware, Active Directory, Integration, Citrix, Exchange 2010/2007/2003, FlashMX, Dreamweaver, Lotus Notes, Small Business Server, A+ Certified..., Microsoft Certified..., Microsoft Certified..., Microsoft Exchange, SCCM, Citrix Metaframe, Hyper-V, Blackberry Enterprise..., ActionScript, System Administration, Servers, Customer Service, Management, Disaster Recovery
Education
CSU Sacramento 1998 — 2000
BS, Criminal Justice
Sacramento City College 1995 — 1998
Associate's degree, General Studies
Michael Doshier Michael Doshier's Franklin Templeton Investments Experience April 2012 - Present
Job
Industry Financial Services
Experience
Franklin Templeton Investments April 2012 - Present
MassMutual Financial Group July 2011 - May 2012
Fidelity Investments April 2004 - July 2011
Fidelity Investments Tax Exempt Services Co. October 2001 - April 2004
Checkfree Corp January 2000 - October 2001
Fidelity Retirement Services Co January 1997 - December 1999
Skills
Strategic Planning, Operations Management, Product Development, Mergers, Customer Relations, Vendor Management, Call Center, Business Strategy, Change Management, Competitive Analysis, Process Improvement, CRM, Call Centers, Customer Service, Leadership, Marketing, Mergers & Acquisitions, Strategy, Mutual Funds, Financial Services, Relationship Management, Management, Retirement
Education
Clark University
Masters of Business Administration
Oklahoma State University
Xavier University
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Franklin Templeton Investments April 2012 - Present
MassMutual Financial Group July 2011 - May 2012
Fidelity Investments April 2004 - July 2011
Fidelity Investments Tax Exempt Services Co. October 2001 - April 2004
Checkfree Corp January 2000 - October 2001
Fidelity Retirement Services Co January 1997 - December 1999
Skills
Strategic Planning, Operations Management, Product Development, Mergers, Customer Relations, Vendor Management, Call Center, Business Strategy, Change Management, Competitive Analysis, Process Improvement, CRM, Call Centers, Customer Service, Leadership, Marketing, Mergers & Acquisitions, Strategy, Mutual Funds, Financial Services, Relationship Management, Management, Retirement
Education
Clark University
Masters of Business Administration
Oklahoma State University
Xavier University
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Shamon Manlowe Shamon Manlowe's Franklin Templeton Investments Experience April 2007 - December 2008
Job Client Specialist
Industry Investment Management
Experience
Franklin Templeton Investments April 2007 - December 2008
CTB McGraw Hill June 2002 - May 2006
County of San Mateo, Human Services Agency December 2000 - June 2002
CTB McGraw Hill August 1996 - July 1998
Education
San Diego State University-California State University 1990 — 1991
Psychology
City College of San Francisco 1988 — 1990
Psychology
Franklin Templeton Investments April 2007 - December 2008
CTB McGraw Hill June 2002 - May 2006
County of San Mateo, Human Services Agency December 2000 - June 2002
CTB McGraw Hill August 1996 - July 1998
Education
San Diego State University-California State University 1990 — 1991
Psychology
City College of San Francisco 1988 — 1990
Psychology
Sunshine Wiebold Sunshine Wiebold's Franklin Templeton Investments Experience 1997 - 2000
Job eLearning & Training Consultant FreDre Enterprises (selfemployed)
Industry Retail
Experience
Intel Corporation May 2013 - Present
Intel Corporation May 2012 - October 2012
Intel Corporation February 2011 - March 2012
Sparta Consulting March 2009 - June 2011
Benefit Cosmetics March 2008 - January 2009
Franklin Templeton Investments 1997 - 2000
Skills
Captivate, Microsoft Office, Adobe Acrobat, Customer Relations, Administration, Analysis, PowerPoint, Retail, Payroll, Word, Team Management, Outlook, Windows, Photoshop, Excel, Customer Service, Problem Solving, Planning, Writing, SAP, Instructional Design, Teamwork, WebEx, GoToMeeting, Microsoft Excel, Microsoft Word
Education
California State University-Sacramento 1991 — 1996
B.S., Mgmt
Intel Corporation May 2013 - Present
Intel Corporation May 2012 - October 2012
Intel Corporation February 2011 - March 2012
Sparta Consulting March 2009 - June 2011
Benefit Cosmetics March 2008 - January 2009
Franklin Templeton Investments 1997 - 2000
Skills
Captivate, Microsoft Office, Adobe Acrobat, Customer Relations, Administration, Analysis, PowerPoint, Retail, Payroll, Word, Team Management, Outlook, Windows, Photoshop, Excel, Customer Service, Problem Solving, Planning, Writing, SAP, Instructional Design, Teamwork, WebEx, GoToMeeting, Microsoft Excel, Microsoft Word
Education
California State University-Sacramento 1991 — 1996
B.S., Mgmt
Tyler Borja Tyler Borja's Franklin Templeton Investments Experience July 2015 - Present
Job Associate Project Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 2015 - Present
Franklin Templeton Investments June 2011 - July 2015
Franklin Templeton Investments July 2010 - June 2011
Franklin Templeton Investments November 2009 - July 2010
Skills
SharePoint, InfoPath, Agile Project Management, Systems Analysis, Requirements Gathering, Scrum, Agile Methodologies, Project Management, Visio, Business Requirements, Requirements Analysis, Business Analysis, SDLC, Software Project..., PMO, Process Improvement, Financial Services, Vendor Management, Mutual Funds, Project Portfolio..., Microsoft Office
Education
California State University-Sacramento 2006 — 2008
BS, Business Administration- Finance & Real Estate
Franklin Templeton Investments July 2015 - Present
Franklin Templeton Investments June 2011 - July 2015
Franklin Templeton Investments July 2010 - June 2011
Franklin Templeton Investments November 2009 - July 2010
Skills
SharePoint, InfoPath, Agile Project Management, Systems Analysis, Requirements Gathering, Scrum, Agile Methodologies, Project Management, Visio, Business Requirements, Requirements Analysis, Business Analysis, SDLC, Software Project..., PMO, Process Improvement, Financial Services, Vendor Management, Mutual Funds, Project Portfolio..., Microsoft Office
Education
California State University-Sacramento 2006 — 2008
BS, Business Administration- Finance & Real Estate
Austin Andruss Austin Andruss's Franklin Templeton Investments Experience July 1998 - June 1999
Job Senior Mortgage Advisor at Opes Advisors
Industry Real Estate
Experience
Opes Advisors June 2010 - Present
Residential Pacific Mortgage March 2008 - August 2010
Triton Funding Group June 2003 - February 2008
Rockland Financial September 2002 - May 2003
Jones Lange LaSalle April 2001 - January 2002
Ninth House Network September 1999 - September 2000
Franklin Templeton Investments July 1998 - June 1999
Education
Claremont McKenna College 1994 — 1998
BA, Government / Econmics
Opes Advisors June 2010 - Present
Residential Pacific Mortgage March 2008 - August 2010
Triton Funding Group June 2003 - February 2008
Rockland Financial September 2002 - May 2003
Jones Lange LaSalle April 2001 - January 2002
Ninth House Network September 1999 - September 2000
Franklin Templeton Investments July 1998 - June 1999
Education
Claremont McKenna College 1994 — 1998
BA, Government / Econmics
Mark Maher Mark Maher's Franklin Templeton Investments Experience March 2004 - September 2006
Job Strategic Account Executive at Ultimate Software
Industry Computer Software
Experience
Ultimate Software July 2013 - Present
E*TRADE September 2009 - July 2013
E*TRADE September 2006 - August 2009
Franklin Templeton Investments March 2004 - September 2006
Flight Director, Inc. May 2003 - February 2004
Skills
Series 7, Management, Series 63, Securities, Equities, Training, Accounting
Education
Canisius College 1992 — 1996
Bachelor of Science, Finance
Ultimate Software July 2013 - Present
E*TRADE September 2009 - July 2013
E*TRADE September 2006 - August 2009
Franklin Templeton Investments March 2004 - September 2006
Flight Director, Inc. May 2003 - February 2004
Skills
Series 7, Management, Series 63, Securities, Equities, Training, Accounting
Education
Canisius College 1992 — 1996
Bachelor of Science, Finance
Jessie Crozier Jessie Crozier's Franklin Templeton Investments Experience March 2013 - April 2013
Job Equity Research Associate
Industry Investment Management
Experience
Bank of America Merrill Lynch February 2015 - Present
Maize and Blue Fund September 2012 - May 2014
State Street Global Advisors June 2013 - August 2013
Franklin Templeton Investments March 2013 - April 2013
General Atomics June 2009 - July 2012
General Atomics June 2007 - June 2009
General Atomics June 2006 - December 2006
Skills
Equity Research, Portfolio Management, Financial Modeling, Strategy, Nuclear, Risk Management, Monte Carlo Simulation, Equity Derivatives, Mathematical Modeling, Matlab, Data Analysis, Nuclear Engineering, Business Analysis, VBA, Fortran, Simulations, Program Management, Chemical Engineering, Energy, Corporate Finance, Numerical Analysis, Investments, Valuation, Financial Analysis, Bloomberg, Microsoft Excel, Equities, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
China Europe International Business School (CEIBS) 2014 — 2014
Study Abroad, Finance, General
University of Michigan 2005 — 2006
MSE, Nuclear Engineering
University of Michigan 2002 — 2005
BSE, Chemical Engineering
University of Michigan 2002 — 2005
BSE, Nuclear Engineering
Bank of America Merrill Lynch February 2015 - Present
Maize and Blue Fund September 2012 - May 2014
State Street Global Advisors June 2013 - August 2013
Franklin Templeton Investments March 2013 - April 2013
General Atomics June 2009 - July 2012
General Atomics June 2007 - June 2009
General Atomics June 2006 - December 2006
Skills
Equity Research, Portfolio Management, Financial Modeling, Strategy, Nuclear, Risk Management, Monte Carlo Simulation, Equity Derivatives, Mathematical Modeling, Matlab, Data Analysis, Nuclear Engineering, Business Analysis, VBA, Fortran, Simulations, Program Management, Chemical Engineering, Energy, Corporate Finance, Numerical Analysis, Investments, Valuation, Financial Analysis, Bloomberg, Microsoft Excel, Equities, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
China Europe International Business School (CEIBS) 2014 — 2014
Study Abroad, Finance, General
University of Michigan 2005 — 2006
MSE, Nuclear Engineering
University of Michigan 2002 — 2005
BSE, Chemical Engineering
University of Michigan 2002 — 2005
BSE, Nuclear Engineering
Lois Padilla Lois Padilla's Franklin Templeton Investments Experience 1996 - 1999
Job Director Jameson & Jackson Search Partners
Industry Management Consulting
Experience
Jameson & Jackson Search Partners April 2013 - Present
Phoenix Omega Management and Development Corp. 1999 - Present
Gentiva Health Services August 2008 - April 2012
LifeStyle Options, Inc. August 2003 - May 2007
Relational Funding Corporation December 2000 - December 2002
Franklin Templeton Investments 1996 - 1999
Skills
Healthcare, Start-ups, Business Strategy, Management, Business Analysis, Operations Management, Management Consulting, Team Leadership, Change Management, Strategic Planning, Due Diligence, New Business Development, Team Building, Strategy, Training, Employee Relations, Microsoft Office, PowerPoint, Business Process..., Financial Analysis, Organizational..., Sourcing, Human Resources, Payroll, ADP Payroll, Employee Training, System Administration, Home Care, Hospice, P&L Analysis, Recruiting, Business Development, Leadership, Account Management
Education
Centennial College 1993 — 1996
Accounting and Finance, Accounting
Toronto School of Business 1992 — 1993
Accounting and Computer Science
Miriam College 1989 — 1991
Accounting
Jameson & Jackson Search Partners April 2013 - Present
Phoenix Omega Management and Development Corp. 1999 - Present
Gentiva Health Services August 2008 - April 2012
LifeStyle Options, Inc. August 2003 - May 2007
Relational Funding Corporation December 2000 - December 2002
Franklin Templeton Investments 1996 - 1999
Skills
Healthcare, Start-ups, Business Strategy, Management, Business Analysis, Operations Management, Management Consulting, Team Leadership, Change Management, Strategic Planning, Due Diligence, New Business Development, Team Building, Strategy, Training, Employee Relations, Microsoft Office, PowerPoint, Business Process..., Financial Analysis, Organizational..., Sourcing, Human Resources, Payroll, ADP Payroll, Employee Training, System Administration, Home Care, Hospice, P&L Analysis, Recruiting, Business Development, Leadership, Account Management
Education
Centennial College 1993 — 1996
Accounting and Finance, Accounting
Toronto School of Business 1992 — 1993
Accounting and Computer Science
Miriam College 1989 — 1991
Accounting
Terrie Hayward, APA Terrie Hayward, APA's Franklin Templeton Investments Experience February 1998 - August 1999
Job Pension Administrative Consultant at Polycomp Administrative Services, Inc.
Industry Financial Services
Experience
Polycomp Administrative Services, Inc. February 2002 - Present
TRUSTAR (formerly Trust Consultants, Inc.) August 1999 - February 2002
Franklin Templeton Investments February 1998 - August 1999
Trust Consultants March 1991 - January 1998
Skills
NIPA and ASPPA Member, Qualified Retirement..., Retirement Plan..., Profit Sharing, 401k, Accounting, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of Phoenix 2012 — 2013
Web Page, Digital/Multimedia and Information Resources Design
Chabot College 1995 — 1999
College of San Mateo 1993 — 1994
Business Administration and Management, General
Canada College 1992 — 1993
Tourism and Travel Services Management
Polycomp Administrative Services, Inc. February 2002 - Present
TRUSTAR (formerly Trust Consultants, Inc.) August 1999 - February 2002
Franklin Templeton Investments February 1998 - August 1999
Trust Consultants March 1991 - January 1998
Skills
NIPA and ASPPA Member, Qualified Retirement..., Retirement Plan..., Profit Sharing, 401k, Accounting, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of Phoenix 2012 — 2013
Web Page, Digital/Multimedia and Information Resources Design
Chabot College 1995 — 1999
College of San Mateo 1993 — 1994
Business Administration and Management, General
Canada College 1992 — 1993
Tourism and Travel Services Management
Laura Seidman Laura Seidman's Franklin Templeton Investments Experience December 1995 - March 2006
Job Laura Seidman, Esq.
Industry Hospital & Health Care
Experience
Laura R. Seidman, P.A. September 2008 - December 2012
Promise Healthcare, Inc. January 2009 - January 2010
Broward Health March 2006 - April 2008
Franklin Templeton Investments December 1995 - March 2006
Skills
Healthcare, Strategic Planning, Corporate Law, Legal Writing, Legal Compliance, Public Speaking, Legal Research, HIPAA, Risk Management, Leadership, Hospitals, Litigation, Policy, Management, Managed Care, Health Law, Insurance, Government
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1989 — 1995
Juris Doctor, Law
University of Illinois at Urbana-Champaign 1983 — 1987
B.A., Speech Communication
martin van buren
Laura R. Seidman, P.A. September 2008 - December 2012
Promise Healthcare, Inc. January 2009 - January 2010
Broward Health March 2006 - April 2008
Franklin Templeton Investments December 1995 - March 2006
Skills
Healthcare, Strategic Planning, Corporate Law, Legal Writing, Legal Compliance, Public Speaking, Legal Research, HIPAA, Risk Management, Leadership, Hospitals, Litigation, Policy, Management, Managed Care, Health Law, Insurance, Government
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1989 — 1995
Juris Doctor, Law
University of Illinois at Urbana-Champaign 1983 — 1987
B.A., Speech Communication
martin van buren
Marco Bailetti's Franklin Templeton Investments Experience August 2012 - Present
Job VP, Client Insights at Franklin Templeton Investments
Industry Marketing and Advertising
Experience
Franklin Templeton Investments August 2012 - Present
SapientNitro March 2010 - August 2012
Momentum Digital Solutions August 2008 - March 2010
Workopolis September 2004 - August 2008
ICHU Learning September 1999 - July 2004
United States Air Force August 1992 - August 1996
Skills
Analytics, Marketing Strategy, SEM, Digital Marketing, Team Leadership, Team Building, Change Management, Marketing Analytics, Web Analytics, E-commerce, Online Advertising, Product Management, SEO, Strategy, Omniture, Mobile Marketing, Online Marketing, Digital Strategy, Marketing, Business Development, Business Strategy, Entrepreneurship, Mobile Devices, Leadership, Management, Business Intelligence, Email Marketing, Strategic Planning, Lead Generation, Sales Management, Affiliate Marketing, Integrated Marketing, Competitive Analysis, CRM, Strategic Partnerships, Multi-channel Marketing, Digital Media, Direct Marketing, Google Analytics, Sales
Education
Carleton University 1996 — 2000
BA (Hons)
US Air Force Technical Training 1992 — 1992
Franklin Templeton Investments August 2012 - Present
SapientNitro March 2010 - August 2012
Momentum Digital Solutions August 2008 - March 2010
Workopolis September 2004 - August 2008
ICHU Learning September 1999 - July 2004
United States Air Force August 1992 - August 1996
Skills
Analytics, Marketing Strategy, SEM, Digital Marketing, Team Leadership, Team Building, Change Management, Marketing Analytics, Web Analytics, E-commerce, Online Advertising, Product Management, SEO, Strategy, Omniture, Mobile Marketing, Online Marketing, Digital Strategy, Marketing, Business Development, Business Strategy, Entrepreneurship, Mobile Devices, Leadership, Management, Business Intelligence, Email Marketing, Strategic Planning, Lead Generation, Sales Management, Affiliate Marketing, Integrated Marketing, Competitive Analysis, CRM, Strategic Partnerships, Multi-channel Marketing, Digital Media, Direct Marketing, Google Analytics, Sales
Education
Carleton University 1996 — 2000
BA (Hons)
US Air Force Technical Training 1992 — 1992
Patrick Washington Patrick Washington's Franklin Templeton Investments Experience March 1997 - February 2009
Job Business Development Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2014 - Present
United States Army Reserve January 1986 - Present
Franklin Templeton Investments March 1997 - February 2009
Skills
Series 7, Series 66, Series 63, 401k, Retirement Planning, Command, Retirement, Variable Annuities, Financial Services
Education
San Francisco State University, College of Business 2012 — 2013
B.S. Business Administration, Finance
Cañada College 2011 — 2011
Business Administration
College of San Mateo 1987 — 1989
General Education
Mt Carmel
Mt Carmel
TD Ameritrade April 2014 - Present
United States Army Reserve January 1986 - Present
Franklin Templeton Investments March 1997 - February 2009
Skills
Series 7, Series 66, Series 63, 401k, Retirement Planning, Command, Retirement, Variable Annuities, Financial Services
Education
San Francisco State University, College of Business 2012 — 2013
B.S. Business Administration, Finance
Cañada College 2011 — 2011
Business Administration
College of San Mateo 1987 — 1989
General Education
Mt Carmel
Mt Carmel
Ryan Rancatore Ryan Rancatore's Franklin Templeton Investments Experience February 2010 - Present
Job Advertising Campaign Integration Manager
Industry Marketing and Advertising
Experience
Franklin Templeton Investments February 2010 - Present
Franklin Templeton Investments December 2007 - February 2010
Fisher Investments September 2006 - December 2007
VB Golf May 1999 - August 2004
Skills
Copywriting, Creative Development, Personal Branding, Advertising, Online Marketing, Digital Marketing, Social Media Marketing, Corporate Branding, Social Media, Creative Direction, Integrated Marketing, Marketing, Online Advertising, Strategy, Management, Marketing Communications, Email Marketing, Competitive Analysis, Media Planning, Brand Development, SEO
Education
San Jose State University 2004 — 2006
Bachelor's, Management, College of Business
California State University-San Marcos - College of Business Administration 2002 — 2004
Management
Franklin Templeton Investments February 2010 - Present
Franklin Templeton Investments December 2007 - February 2010
Fisher Investments September 2006 - December 2007
VB Golf May 1999 - August 2004
Skills
Copywriting, Creative Development, Personal Branding, Advertising, Online Marketing, Digital Marketing, Social Media Marketing, Corporate Branding, Social Media, Creative Direction, Integrated Marketing, Marketing, Online Advertising, Strategy, Management, Marketing Communications, Email Marketing, Competitive Analysis, Media Planning, Brand Development, SEO
Education
San Jose State University 2004 — 2006
Bachelor's, Management, College of Business
California State University-San Marcos - College of Business Administration 2002 — 2004
Management
LeChana Waldon-Bailey LeChana Waldon-Bailey's Franklin Templeton Investments Experience August 1997 - July 2005
Job Owner at Xcellent Paralegal Services, LLC
Industry Legal Services
Experience
Xcellent Credit Repair, LLC April 2013 - Present
Xcellent Paralegal Services, LLC November 2012 - Present
Lynch & Robbins, P.A. October 2007 - October 2012
Franklin Templeton Investments August 1997 - July 2005
Skills
Legal Research, Litigation, Legal Documents, Corporate Law, Commercial Litigation, Legal Assistance, Notary Public, Document Review, Legal Writing, Mediation, Pleadings, Courts, Civil Litigation, Westlaw, Employment Law, Trials, Family Law, Bankruptcy, Wills, Litigation Support
Education
Champlain College 2010 — 2013
Master of Science in Law, Concentrations in Human Resources Law, Intellectual Property and Conflict Resolution
Eckerd College 2008 — 2010
Bachelor of Arts (B.A.), American Studies / Pre-Law Studies (minor), 3.75 (Graduated with Honors)
St. Petersburg College 2005 — 2007
Associate of Science (A.S.), Legal Assisting / Paralegal, 3.5 (Graduated with Honors)
Xcellent Credit Repair, LLC April 2013 - Present
Xcellent Paralegal Services, LLC November 2012 - Present
Lynch & Robbins, P.A. October 2007 - October 2012
Franklin Templeton Investments August 1997 - July 2005
Skills
Legal Research, Litigation, Legal Documents, Corporate Law, Commercial Litigation, Legal Assistance, Notary Public, Document Review, Legal Writing, Mediation, Pleadings, Courts, Civil Litigation, Westlaw, Employment Law, Trials, Family Law, Bankruptcy, Wills, Litigation Support
Education
Champlain College 2010 — 2013
Master of Science in Law, Concentrations in Human Resources Law, Intellectual Property and Conflict Resolution
Eckerd College 2008 — 2010
Bachelor of Arts (B.A.), American Studies / Pre-Law Studies (minor), 3.75 (Graduated with Honors)
St. Petersburg College 2005 — 2007
Associate of Science (A.S.), Legal Assisting / Paralegal, 3.5 (Graduated with Honors)
Jeffrey Herrschaft Jeffrey Herrschaft's Franklin Templeton Investments Experience June 2012 - August 2012
Job City University of New York City College Management / Administration Student
Industry Financial Services
Experience
The City College of New York September 2009 - Present
Franklin Templeton Investments June 2012 - August 2012
Aero Services Inc August 2005 - June 2009
US Navy August 2000 - August 2005
Skills
Excel, SPSS, Microsoft Office, Bloomberg Terminal, Thomson One Analytics
Education
City University of New York City College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Management Administration
United States Aircraft Navigation Equipment School 2002 — 2003
Technical Certificate, Aircraft Navigation Systems
United States Navy Electronics Maintenance School 2000 — 2002
Technical Certificate, Aircraft Electronics Repair
The City College of New York September 2009 - Present
Franklin Templeton Investments June 2012 - August 2012
Aero Services Inc August 2005 - June 2009
US Navy August 2000 - August 2005
Skills
Excel, SPSS, Microsoft Office, Bloomberg Terminal, Thomson One Analytics
Education
City University of New York City College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Management Administration
United States Aircraft Navigation Equipment School 2002 — 2003
Technical Certificate, Aircraft Navigation Systems
United States Navy Electronics Maintenance School 2000 — 2002
Technical Certificate, Aircraft Electronics Repair
Tim Huang Tim Huang's Franklin Templeton Investments Experience September 2007 - March 2013
Job Veteran Learning & Talent Development Professional
Industry Human Resources
Experience
Facebook March 2013 - July 2015
Franklin Templeton Investments September 2007 - March 2013
Franklin Templeton Investments August 1998 - September 2007
Franklin Templeton Investments June 1997 - August 1998
Skills
Organizational..., Strategic Planning, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Project, Camtasia, Adobe Audition, Instructional Design, Adult Education, Change Management, Training Delivery, Presentation Coaching, Team Building, Succession Planning, Coaching, Leadership Development, Leadership, Executive Coaching, Management, Onboarding, Performance Management, Staff Development, Workshop Facilitation, Employee Engagement, Needs Analysis, Organizational..., PowerPoint, Program Management, Talent Management, Culture Change, Organizational Design, Executive Development, Career Development, Management Development, Workforce Planning, Employee Relations, Human Resources, Personnel Management, Talent Acquisition, MS Project, Training, Consulting, Process Improvement, Mentoring, Team Leadership
Education
California State University-Sacramento 1992 — 1995
Bachelor of Business Administration (BBA), Finance, General
Ventura College 1990 — 1992
Facebook March 2013 - July 2015
Franklin Templeton Investments September 2007 - March 2013
Franklin Templeton Investments August 1998 - September 2007
Franklin Templeton Investments June 1997 - August 1998
Skills
Organizational..., Strategic Planning, Project Management, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Project, Camtasia, Adobe Audition, Instructional Design, Adult Education, Change Management, Training Delivery, Presentation Coaching, Team Building, Succession Planning, Coaching, Leadership Development, Leadership, Executive Coaching, Management, Onboarding, Performance Management, Staff Development, Workshop Facilitation, Employee Engagement, Needs Analysis, Organizational..., PowerPoint, Program Management, Talent Management, Culture Change, Organizational Design, Executive Development, Career Development, Management Development, Workforce Planning, Employee Relations, Human Resources, Personnel Management, Talent Acquisition, MS Project, Training, Consulting, Process Improvement, Mentoring, Team Leadership
Education
California State University-Sacramento 1992 — 1995
Bachelor of Business Administration (BBA), Finance, General
Ventura College 1990 — 1992
Theresa Nguyen Theresa Nguyen's Franklin Templeton Investments Experience April 2015 - Present
Job Senior Global Talent Acquisition HR Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2015 - Present
Franklin Templeton Investments March 2012 - March 2015
Franklin Templeton Investments October 2010 - February 2012
Franklin Templeton Investments November 2007 - September 2010
Skills
Talent Acquisition, Applicant Tracking..., College Recruiting, Onboarding, PeopleSoft, Human Resources, Recruiting, HR Metrics, Leadership Development, Personnel Management, Training, Taleo, Vendor Management, Payroll, Microsoft Excel, Analytics, Process Improvement, Management, Talent Management, SDLC, Customer Service, Employee Benefits, Social Media
Education
National University 2011 — 2012
Master of Arts (MA), Human Resources Management and Services
California State University-Sacramento 2002 — 2007
BA, Organizational Communications
Franklin Templeton Investments April 2015 - Present
Franklin Templeton Investments March 2012 - March 2015
Franklin Templeton Investments October 2010 - February 2012
Franklin Templeton Investments November 2007 - September 2010
Skills
Talent Acquisition, Applicant Tracking..., College Recruiting, Onboarding, PeopleSoft, Human Resources, Recruiting, HR Metrics, Leadership Development, Personnel Management, Training, Taleo, Vendor Management, Payroll, Microsoft Excel, Analytics, Process Improvement, Management, Talent Management, SDLC, Customer Service, Employee Benefits, Social Media
Education
National University 2011 — 2012
Master of Arts (MA), Human Resources Management and Services
California State University-Sacramento 2002 — 2007
BA, Organizational Communications
Joe Westendorf Joe Westendorf's Franklin Templeton Investments Experience October 2008 - October 2011
Job Regional External Wholesaler at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial November 2012 - Present
AXA Advisors June 2012 - November 2012
Franklin Templeton Investments October 2008 - October 2011
Franklin Templeton Investments April 2005 - September 2008
Morgan Stanley January 2003 - April 2005
Morgan Stanley January 1999 - January 2003
Morgan Stanley January 1998 - January 1999
Perfection Services, Louisville 1994 - 1996
Skills
Wealth Management, Financial Analysis, Performance Management, Coaching, Needs Analysis, Retirement Planning, Portfolio Management, Separately Managed..., Series 24, Banking, Finance, Financial Services, Management, Sales
Education
University of Miami - School of Business 2004 — 2006
MBA, Management
Catawba College 1991 — 1995
BA, Finance and Small Business Organization
Manatee High
Great-West Financial November 2012 - Present
AXA Advisors June 2012 - November 2012
Franklin Templeton Investments October 2008 - October 2011
Franklin Templeton Investments April 2005 - September 2008
Morgan Stanley January 2003 - April 2005
Morgan Stanley January 1999 - January 2003
Morgan Stanley January 1998 - January 1999
Perfection Services, Louisville 1994 - 1996
Skills
Wealth Management, Financial Analysis, Performance Management, Coaching, Needs Analysis, Retirement Planning, Portfolio Management, Separately Managed..., Series 24, Banking, Finance, Financial Services, Management, Sales
Education
University of Miami - School of Business 2004 — 2006
MBA, Management
Catawba College 1991 — 1995
BA, Finance and Small Business Organization
Manatee High
Astrid Barrientos Astrid Barrientos's Franklin Templeton Investments Experience June 2012 - Present
Job Executive Assistant/Administrative Assistant III at 30th Senior Center On Lok. Inc.
Industry Legal Services
Experience
30th Senior Center - On Lok. Inc. March 2015 - Present
Franklin Templeton Investments June 2012 - Present
Vivion, Inc December 2010 - Present
Supreme Court of California January 2001 - December 2010
California State and County Courts January 1994 - December 2010
Skills
Spanish, Legal Writing, Courts, Westlaw, Mediation, Administrative..., Research, Data Entry, Office Management, Legal Documents, Management, Litigation, Customer Service
Education
San Francisco State University 2009 — 2010
Interpreters Program
Cañada College 1999 — 2001
Paralegal, Legal
Universidad Rafael Landívar 1982 — 1996
BA, International Communication
30th Senior Center - On Lok. Inc. March 2015 - Present
Franklin Templeton Investments June 2012 - Present
Vivion, Inc December 2010 - Present
Supreme Court of California January 2001 - December 2010
California State and County Courts January 1994 - December 2010
Skills
Spanish, Legal Writing, Courts, Westlaw, Mediation, Administrative..., Research, Data Entry, Office Management, Legal Documents, Management, Litigation, Customer Service
Education
San Francisco State University 2009 — 2010
Interpreters Program
Cañada College 1999 — 2001
Paralegal, Legal
Universidad Rafael Landívar 1982 — 1996
BA, International Communication
Michelle Lewis, PMP's Franklin Templeton Investments Experience July 2000 - November 2008
Job Product Development Manager
Industry Insurance
Experience
Blue Shield of California May 2013 - Present
Health Net January 2009 - May 2013
Stanford University November 2008 - January 2009
Franklin Templeton Investments July 2000 - November 2008
Skills
Resource Management, Requirements Gathering, Team Leadership, Product Development, Due Diligence, Technical Design, Project Management, Projects, Management, PMP, SDLC, PMO, Vendor Management, Software Project..., Project Portfolio..., Business Analysis, Program Management, Visio, Business Requirements, Process Improvement, Business Intelligence, Software Documentation, Requirements Analysis, IT Management, Integration, Business Process..., IT Strategy, MS Project, Microsoft Project
Education
Villanova University 2009 — 2009
Master Certificate, Project Management IS/IT For Professionals
City University of New York-Hunter College 1988 — 1993
Economics/Computer Science
Blue Shield of California May 2013 - Present
Health Net January 2009 - May 2013
Stanford University November 2008 - January 2009
Franklin Templeton Investments July 2000 - November 2008
Skills
Resource Management, Requirements Gathering, Team Leadership, Product Development, Due Diligence, Technical Design, Project Management, Projects, Management, PMP, SDLC, PMO, Vendor Management, Software Project..., Project Portfolio..., Business Analysis, Program Management, Visio, Business Requirements, Process Improvement, Business Intelligence, Software Documentation, Requirements Analysis, IT Management, Integration, Business Process..., IT Strategy, MS Project, Microsoft Project
Education
Villanova University 2009 — 2009
Master Certificate, Project Management IS/IT For Professionals
City University of New York-Hunter College 1988 — 1993
Economics/Computer Science
Tiana Jette Tiana Jette's Franklin Templeton Investments Experience December 1997 - November 2000
Job Assistant Community Manager at VierraMoore, Inc.
Industry Management Consulting
Experience
VierraMoore, Inc. July 2014 - September 2015
VierraMoore, Inc. January 2007 - June 2014
Walters Management July 2006 - October 2006
Mervyns October 2004 - July 2006
Mid Atlantic Capital Group, Inc. August 2004 - December 2004
Hewlett-Packard November 2000 - August 2004
Franklin Templeton Investments December 1997 - November 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, SAP, Customer Service, Customer Support, Long Term Relationship..., Training, Communication Skills, Time Management, Management, Sales Management
Education
University of Phoenix 1998 — 2000
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
California State University-Sacramento 1993 — 1995
VierraMoore, Inc. July 2014 - September 2015
VierraMoore, Inc. January 2007 - June 2014
Walters Management July 2006 - October 2006
Mervyns October 2004 - July 2006
Mid Atlantic Capital Group, Inc. August 2004 - December 2004
Hewlett-Packard November 2000 - August 2004
Franklin Templeton Investments December 1997 - November 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, SAP, Customer Service, Customer Support, Long Term Relationship..., Training, Communication Skills, Time Management, Management, Sales Management
Education
University of Phoenix 1998 — 2000
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
California State University-Sacramento 1993 — 1995
Michele D'Agostino Koenig Michele D'Agostino Koenig's Franklin Templeton Investments Experience October 2002 - June 2003
Job Controller at Perception Research Services
Industry Research
Experience
Perception Research Services March 2015 - Present
Pictorial Offset Corporation March 2008 - March 2015
The Learning Annex July 2003 - March 2008
Franklin Templeton Investments October 2002 - June 2003
Credit Suisse June 2000 - August 2002
Berenson LLP January 1995 - June 2000
Skills
Auditing, Internal Audit, Accounting, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Internal Controls, Microsoft Office, General Ledger, QuickBooks, Strategic Planning, Accounts Payable, Corporate Tax, Fixed Assets, Income Tax, Tax
Education
Hunter College
Bachelor of Science (BS), Accounting
Perception Research Services March 2015 - Present
Pictorial Offset Corporation March 2008 - March 2015
The Learning Annex July 2003 - March 2008
Franklin Templeton Investments October 2002 - June 2003
Credit Suisse June 2000 - August 2002
Berenson LLP January 1995 - June 2000
Skills
Auditing, Internal Audit, Accounting, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Internal Controls, Microsoft Office, General Ledger, QuickBooks, Strategic Planning, Accounts Payable, Corporate Tax, Fixed Assets, Income Tax, Tax
Education
Hunter College
Bachelor of Science (BS), Accounting
Sean Marr's Franklin Templeton Investments Experience October 2012 - Present
Job Client Relations Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2012 - Present
Diabetes Care Center November 2002 - April 2011
LEM Printing July 2001 - July 2002
Course Technology 1999 - 2000
Course Technology 1995 - 1998
Skills
HTML, QuickBooks, Office Suite, SQL, Visual Basic, ColdFusion, VBA, currently learning..., Contract Management, business process..., project management, QuickBooks, Project Management, Management, Vendor Management, Cross-functional Team..., Analysis, Training, Forecasting, Team Leadership, Strategic Planning, Business Process..., Access
Education
Clark University 1998 — 1999
Client Server Programming and Web Development Certificate
Bradford College 1989 — 1993
Bachelor's, Business Administration, Marketing
Franklin Templeton Investments October 2012 - Present
Diabetes Care Center November 2002 - April 2011
LEM Printing July 2001 - July 2002
Course Technology 1999 - 2000
Course Technology 1995 - 1998
Skills
HTML, QuickBooks, Office Suite, SQL, Visual Basic, ColdFusion, VBA, currently learning..., Contract Management, business process..., project management, QuickBooks, Project Management, Management, Vendor Management, Cross-functional Team..., Analysis, Training, Forecasting, Team Leadership, Strategic Planning, Business Process..., Access
Education
Clark University 1998 — 1999
Client Server Programming and Web Development Certificate
Bradford College 1989 — 1993
Bachelor's, Business Administration, Marketing
Ramakrishna Daggupaty's Franklin Templeton Investments Experience March 2012 - September 2013
Job Experienced Financial Accountant
Industry Financial Services
Experience
Franklin Templeton Investments March 2012 - September 2013
Franklin Templeton Investments August 2005 - March 2012
Franklin Templeton Investments August 2003 - July 2005
Franklin Templeton Investments January 2001 - August 2003
Franklin Templeton Investments January 1996 - January 2001
Manulife Financial July 1995 - October 1995
Skills
Mutual Funds, Fund Accounting, Financial Accounting, Reconciliations, CODA Financials, Financial Statements, Projects Coordination, Investment Strategies, Technical Analysis, MS Office Suite, Volunteer Coordinating, Volunteer Management, Investments, Microsoft Office, Account Reconciliation, Accounting, Risk Management, Management, Banking, Portfolio Management, Finance, Microsoft Excel, Analysis, Project Coordination, Relationship Management, Bloomberg, Auditing, Financial Modeling, Equities, Asset Management, Financial Services, Fixed Income, Corporate Actions, Financial Risk, Valuation, Corporate Finance, Financial Analysis, Variance Analysis, Financial Reporting, Fund Of Funds, Capital Markets, Fund Administration, Derivatives, Securities, Strategic Financial..., Alternative Investments, Wealth Management, Investment Management, Investment Banking, Cash Management
Education
Carleton University 1990 — 1995
Bachelor of Arts
Langstaff Secondary School 1985 — 1990
Ontario Secondary School Diploma
Franklin Templeton Investments March 2012 - September 2013
Franklin Templeton Investments August 2005 - March 2012
Franklin Templeton Investments August 2003 - July 2005
Franklin Templeton Investments January 2001 - August 2003
Franklin Templeton Investments January 1996 - January 2001
Manulife Financial July 1995 - October 1995
Skills
Mutual Funds, Fund Accounting, Financial Accounting, Reconciliations, CODA Financials, Financial Statements, Projects Coordination, Investment Strategies, Technical Analysis, MS Office Suite, Volunteer Coordinating, Volunteer Management, Investments, Microsoft Office, Account Reconciliation, Accounting, Risk Management, Management, Banking, Portfolio Management, Finance, Microsoft Excel, Analysis, Project Coordination, Relationship Management, Bloomberg, Auditing, Financial Modeling, Equities, Asset Management, Financial Services, Fixed Income, Corporate Actions, Financial Risk, Valuation, Corporate Finance, Financial Analysis, Variance Analysis, Financial Reporting, Fund Of Funds, Capital Markets, Fund Administration, Derivatives, Securities, Strategic Financial..., Alternative Investments, Wealth Management, Investment Management, Investment Banking, Cash Management
Education
Carleton University 1990 — 1995
Bachelor of Arts
Langstaff Secondary School 1985 — 1990
Ontario Secondary School Diploma
Thomas Tyson, CFA Thomas Tyson, CFA's Franklin Templeton Investments Experience January 1997 - April 1997
Job Product Manager at TD Asset Management
Industry Investment Management
Experience
TD Asset Management November 2007 - Present
TSCC 1703 (1 King West) December 2005 - December 2014
TD Asset Management July 2003 - November 2007
TD Waterhouse April 2000 - July 2003
TD Securities June 2001 - April 2002
TD Waterhouse April 1999 - April 2000
CT Securities January 1998 - August 1998
Franklin Templeton Investments January 1997 - April 1997
Skills
Fixed Income, Equities, Mutual Funds, Investments, Wealth Management, Capital Markets, Portfolio Management, Bloomberg, Options, Alternative Investments, Derivatives, Relationship Management, Bonds, Investment Management, Trading, Investment Strategies
Education
Canadian Securities Institute 1998 — 2009
CFA Institute 2001 — 2006
Financial Planning Standards Council
Centennial College 1995 — 1998
Financial Services Co-Op
TD Asset Management November 2007 - Present
TSCC 1703 (1 King West) December 2005 - December 2014
TD Asset Management July 2003 - November 2007
TD Waterhouse April 2000 - July 2003
TD Securities June 2001 - April 2002
TD Waterhouse April 1999 - April 2000
CT Securities January 1998 - August 1998
Franklin Templeton Investments January 1997 - April 1997
Skills
Fixed Income, Equities, Mutual Funds, Investments, Wealth Management, Capital Markets, Portfolio Management, Bloomberg, Options, Alternative Investments, Derivatives, Relationship Management, Bonds, Investment Management, Trading, Investment Strategies
Education
Canadian Securities Institute 1998 — 2009
CFA Institute 2001 — 2006
Financial Planning Standards Council
Centennial College 1995 — 1998
Financial Services Co-Op
Ava Mc Leod Ava Mc Leod's Franklin Templeton Investments Experience January 2014 - July 2014
Job Program Director
Industry Consumer Goods
Experience
Gap Inc./Gap August 2014 - Present
Mc Leod Consulting January 2013 - Present
Franklin Templeton Investments January 2014 - July 2014
Bank of the West January 2013 - November 2013
Diageo August 2005 - December 2012
Diageo August 2002 - April 2012
Diageo August 2010 - July 2011
Thomson Reuters May 2000 - August 2002
Skills
Business Transformation, FMCG, ERP, Strategy, Management, CRM, IT Outsourcing, Salesforce.com, Mergers, Leadership, Change Management, Stakeholder Management, Mergers & Acquisitions, Cross-functional Team..., Integration, Business Analysis, Budgets, Team Building, Organizational..., Contract Negotiation, Business Strategy, Vendor Management, Coaching, E-commerce, IT Management, Business Process, Performance Management, Supply Chain Management, Content Management, User Experience, CMS
Education
The Society for Information Management, Regional Leadership Forum (RLF)
Organizational Leadership
Disney Institute, Leadership Excellence
Paul Mitchel, Leadership
City College of San Francisco
Gap Inc./Gap August 2014 - Present
Mc Leod Consulting January 2013 - Present
Franklin Templeton Investments January 2014 - July 2014
Bank of the West January 2013 - November 2013
Diageo August 2005 - December 2012
Diageo August 2002 - April 2012
Diageo August 2010 - July 2011
Thomson Reuters May 2000 - August 2002
Skills
Business Transformation, FMCG, ERP, Strategy, Management, CRM, IT Outsourcing, Salesforce.com, Mergers, Leadership, Change Management, Stakeholder Management, Mergers & Acquisitions, Cross-functional Team..., Integration, Business Analysis, Budgets, Team Building, Organizational..., Contract Negotiation, Business Strategy, Vendor Management, Coaching, E-commerce, IT Management, Business Process, Performance Management, Supply Chain Management, Content Management, User Experience, CMS
Education
The Society for Information Management, Regional Leadership Forum (RLF)
Organizational Leadership
Disney Institute, Leadership Excellence
Paul Mitchel, Leadership
City College of San Francisco
Stacey (Ewing) Duccini Stacey (Ewing) Duccini's Franklin Templeton Investments Experience 2000 - Present
Job Organizational Effectiveness Manager/Consultant, Executive Coach
Industry Financial Services
Experience
Franklin Templeton Investments 2000 - Present
Big Leap Coaching & Consulting 2013 - Present
SBC Communications 1998 - 2000
Price Waterhouse Management Consultants 1998 - 1998
Skills
Executive Coaching, Leadership Development, Change Management, Organizational..., Organizational..., Conflict Resolution, Collaborative Problem..., Personality Assessment, Team Effectiveness, Leadership, Training, Coaching, Human Resources, Workshop Facilitation, Employee Engagement
Education
University of San Francisco 1996 — 1998
MA, HR & Organization Development
California State University-Sacramento 1986 — 1989
BS, Business/Corporate Communications
Franklin Templeton Investments 2000 - Present
Big Leap Coaching & Consulting 2013 - Present
SBC Communications 1998 - 2000
Price Waterhouse Management Consultants 1998 - 1998
Skills
Executive Coaching, Leadership Development, Change Management, Organizational..., Organizational..., Conflict Resolution, Collaborative Problem..., Personality Assessment, Team Effectiveness, Leadership, Training, Coaching, Human Resources, Workshop Facilitation, Employee Engagement
Education
University of San Francisco 1996 — 1998
MA, HR & Organization Development
California State University-Sacramento 1986 — 1989
BS, Business/Corporate Communications
Nino Latibashvili's Franklin Templeton Investments Experience November 2014 - Present
Job TA Associate at Franklin Templeton
Industry Financial Services
Experience
Franklin Templeton Investments November 2014 - Present
Wells Fargo June 2014 - October 2014
Wells Fargo September 2013 - June 2014
ASUCD Coffee House September 2012 - June 2013
Wells Fargo March 2011 - August 2012
Abercrombie & Fitch August 2009 - February 2011
JFCS of San Francisco, the Peninsula, Marin and Sonoma Counties October 2006 - August 2008
Skills
Customer Service, Cash Handling Experience, Sales, Microsoft Office, Microsoft Excel, Data Entry, Data Processing, Analytical Skills, Teamwork, Time Management, Administrative..., Microsoft Word, Outlook
Education
University of California, Davis 2012 — 2014
Bachelor's Degree, Economics
City College of San Francisco 2009 — 2012
International Relations and Affairs
Franklin Templeton Investments November 2014 - Present
Wells Fargo June 2014 - October 2014
Wells Fargo September 2013 - June 2014
ASUCD Coffee House September 2012 - June 2013
Wells Fargo March 2011 - August 2012
Abercrombie & Fitch August 2009 - February 2011
JFCS of San Francisco, the Peninsula, Marin and Sonoma Counties October 2006 - August 2008
Skills
Customer Service, Cash Handling Experience, Sales, Microsoft Office, Microsoft Excel, Data Entry, Data Processing, Analytical Skills, Teamwork, Time Management, Administrative..., Microsoft Word, Outlook
Education
University of California, Davis 2012 — 2014
Bachelor's Degree, Economics
City College of San Francisco 2009 — 2012
International Relations and Affairs
Michael Leask's Franklin Templeton Investments Experience June 2013 - September 2013
Job
Industry Computer Games
Experience
ROBLOX January 2014 - April 2014
Franklin Templeton Investments June 2013 - September 2013
General Hardware and Builders Supply Inc. July 2011 - August 2011
General Hardware and Builders Supply Inc. June 2008 - January 2009
Skills
Research, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Facebook, Social Networking, PowerPoint, Public Speaking, Leadership, Team Leadership, Data Analysis, Market Research, Management
Education
University of California, Santa Barbara Class of 2013 2011 — 2013
Political Science, B.A., International Relations
Cañada College 2009 — 2010
Political Science; Political Science
Carlmont High School Class of 2007 Graduate 2004 — 2007
ROBLOX January 2014 - April 2014
Franklin Templeton Investments June 2013 - September 2013
General Hardware and Builders Supply Inc. July 2011 - August 2011
General Hardware and Builders Supply Inc. June 2008 - January 2009
Skills
Research, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Facebook, Social Networking, PowerPoint, Public Speaking, Leadership, Team Leadership, Data Analysis, Market Research, Management
Education
University of California, Santa Barbara Class of 2013 2011 — 2013
Political Science, B.A., International Relations
Cañada College 2009 — 2010
Political Science; Political Science
Carlmont High School Class of 2007 Graduate 2004 — 2007
Doug Glass's Franklin Templeton Investments Experience February 2007 - March 2012
Job Builder of Accountable TopTier Service Cultures
Industry Financial Services
Experience
Glass Homestead March 2012 - January 2015
Franklin Templeton Investments February 2007 - March 2012
Franklin Templeton Investments April 1997 - February 2007
Franklin Templeton Investments September 1993 - April 1997
Alta Surety Company 1990 - 1993
Skills
Leadership, Strategy, Marketing, Passion for Helping..., Mutual Funds, Project Sponsorship, Business Process..., Customer Segmentation..., Organizational Culture, Team Leadership, Business Strategy, Innovation Development, Leadership..., Change Management, Marketing Communications, client service..., Management, Transfer Agency, Customer Experience, Coaching, Strategic Planning, Financial Advisory, Vendor Management, Marketing Strategy, Financial Services, Business Development
Education
Centennial College, The School of Business 1987 — 1990
Business Administration
Investment Funds Institute of Canada 1999 — 1999
Canadian Institute of Financial Planning 1994 — 1996
Investment Funds Institute of Canada 1995 — 1995
Glass Homestead March 2012 - January 2015
Franklin Templeton Investments February 2007 - March 2012
Franklin Templeton Investments April 1997 - February 2007
Franklin Templeton Investments September 1993 - April 1997
Alta Surety Company 1990 - 1993
Skills
Leadership, Strategy, Marketing, Passion for Helping..., Mutual Funds, Project Sponsorship, Business Process..., Customer Segmentation..., Organizational Culture, Team Leadership, Business Strategy, Innovation Development, Leadership..., Change Management, Marketing Communications, client service..., Management, Transfer Agency, Customer Experience, Coaching, Strategic Planning, Financial Advisory, Vendor Management, Marketing Strategy, Financial Services, Business Development
Education
Centennial College, The School of Business 1987 — 1990
Business Administration
Investment Funds Institute of Canada 1999 — 1999
Canadian Institute of Financial Planning 1994 — 1996
Investment Funds Institute of Canada 1995 — 1995
Andrew Afifi, MSc. Network Security,CISSP, QSA Andrew Afifi, MSc. Network Security,CISSP, QSA's Franklin Templeton Investments Experience 2005 - 2007
Job Information Security & Risk Executive
Industry Information Technology and Services
Experience
IBM January 2013 - January 2014
International Information Systems Security Certification Consortium (ISC2) 2004 - January 2014
Security Compliance Associates May 2009 - January 2013
VeriSign May 2007 - May 2009
Franklin Templeton Investments 2005 - 2007
CA Technologies 2002 - 2005
Deloitte 2000 - 2002
Skills
Checkpoint, CISSP, CCSE, Information Security..., Penetration Testing, Information Security, Vulnerability Assessment, ISO 27001, PCI DSS, Security, Security Audits, Network Security, IT Audit, CISA, Identity Management, Computer Forensics, Computer Security, Business Continuity, Vulnerability Management, CISM, Security Awareness, Disaster Recovery, Information Assurance, Security Architecture..., Security Policy, Risk Assessment, Incident Response, Information Technology, Enterprise Risk...
Education
Capitol College 2001 — 2003
Master of Science, Network Security
IBM January 2013 - January 2014
International Information Systems Security Certification Consortium (ISC2) 2004 - January 2014
Security Compliance Associates May 2009 - January 2013
VeriSign May 2007 - May 2009
Franklin Templeton Investments 2005 - 2007
CA Technologies 2002 - 2005
Deloitte 2000 - 2002
Skills
Checkpoint, CISSP, CCSE, Information Security..., Penetration Testing, Information Security, Vulnerability Assessment, ISO 27001, PCI DSS, Security, Security Audits, Network Security, IT Audit, CISA, Identity Management, Computer Forensics, Computer Security, Business Continuity, Vulnerability Management, CISM, Security Awareness, Disaster Recovery, Information Assurance, Security Architecture..., Security Policy, Risk Assessment, Incident Response, Information Technology, Enterprise Risk...
Education
Capitol College 2001 — 2003
Master of Science, Network Security
Bill Schwan Bill Schwan's Franklin Templeton Investments Experience October 2000 - July 2002
Job Colorado Parks and Wildlife at Colorado Department of Natural Resources
Industry Information Technology and Services
Experience
Colorado Parks and Wildlife January 2011 - Present
Computer Services 2010 - Present
Pedernales Electric Cooperative May 2003 - April 2010
Franklin Templeton Investments October 2000 - July 2002
Raytheon Systems Company July 1999 - August 2000
MCI (now Verizon) May 1993 - July 1999
Martin Marietta (now Lockheed Martin) May 1991 - May 1993
Great-West Life and Annuity Insurance Company 1990 - 1991
AT&T January 1989 - September 1989
Electronic Data Systems January 1985 - January 1989
Skills
SQL, Microsoft SQL Server, DB2, JCL, CICS, PL/SQL, Sybase, XML, Java, JavaScript, Oracle, Requirements Analysis, Visio, Data Warehousing, SharePoint, Agile Methodologies, COBOL, Testing, Software Project..., Business Analysis, Software Development, Software Documentation
Education
Utah State University 1980 — 1983
BS, Fisheries and Wildlife, Biology
Central Michigan University 1979 — 1980
Colorado Parks and Wildlife January 2011 - Present
Computer Services 2010 - Present
Pedernales Electric Cooperative May 2003 - April 2010
Franklin Templeton Investments October 2000 - July 2002
Raytheon Systems Company July 1999 - August 2000
MCI (now Verizon) May 1993 - July 1999
Martin Marietta (now Lockheed Martin) May 1991 - May 1993
Great-West Life and Annuity Insurance Company 1990 - 1991
AT&T January 1989 - September 1989
Electronic Data Systems January 1985 - January 1989
Skills
SQL, Microsoft SQL Server, DB2, JCL, CICS, PL/SQL, Sybase, XML, Java, JavaScript, Oracle, Requirements Analysis, Visio, Data Warehousing, SharePoint, Agile Methodologies, COBOL, Testing, Software Project..., Business Analysis, Software Development, Software Documentation
Education
Utah State University 1980 — 1983
BS, Fisheries and Wildlife, Biology
Central Michigan University 1979 — 1980
Wesley Scoggin Wesley Scoggin's Franklin Templeton Investments Experience October 2011 - Present
Job Advisor Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2011 - Present
Skills
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
Education
California State University-Sacramento 2006 — 2011
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Franklin Templeton Investments October 2011 - Present
Skills
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
Education
California State University-Sacramento 2006 — 2011
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Jennifer Houston Jennifer Houston's Franklin Templeton Investments Experience April 2006 - August 2007
Job Franchise Advisor/Consultant/Broker
Industry Investment Management
Experience
Blueprint Franchise Development Group September 2012 - Present
BlackRock May 2008 - December 2011
Major Lindsey and Africa September 2007 - April 2008
Franklin Templeton Investments April 2006 - August 2007
Sunsail 2002 - January 2006
Skills
Office Management, Management, Executive Level..., Customer Experience, Business Development, Franchise Consulting, Market Research
Education
Catonsville Community College
Business Administration
University of Maryland University College
Business Administration and Management, General
Blueprint Franchise Development Group September 2012 - Present
BlackRock May 2008 - December 2011
Major Lindsey and Africa September 2007 - April 2008
Franklin Templeton Investments April 2006 - August 2007
Sunsail 2002 - January 2006
Skills
Office Management, Management, Executive Level..., Customer Experience, Business Development, Franchise Consulting, Market Research
Education
Catonsville Community College
Business Administration
University of Maryland University College
Business Administration and Management, General
Rameshwar Persaud Rameshwar Persaud's Franklin Templeton Investments Experience June 2008 - Present
Job Marketing Materials Analyst
Industry Financial Services
Experience
Franklin Templeton Investments June 2008 - Present
Nation Investments LLC August 2007 - July 2008
Skills
Portfolio Management, Vendor Management, Risk Management, Equities, Business Analysis
Education
City University of New York City College 1996 — 1999
Electrical Engineering
Franklin Templeton Investments June 2008 - Present
Nation Investments LLC August 2007 - July 2008
Skills
Portfolio Management, Vendor Management, Risk Management, Equities, Business Analysis
Education
City University of New York City College 1996 — 1999
Electrical Engineering
James Duryea James Duryea's Franklin Templeton Investments Experience January 1985 - July 2004
Job Senior Vice President
Industry Financial Services
Experience
Gravity Investments & Gravity Capital Partners September 2015 - Present
Wealth Management and Trust Company June 2011 - 2015
MSY, LLC. June 1998 - 2011
Franklin Templeton Investments January 1985 - July 2004
Franklin Templeton Group 1985 - 2004
Skills
Mutual Funds, Retirement Planning, Business Planning, Banking, Fixed Annuities, Strategic Planning, Business Development, Pensions, Wealth Management, Investments, Series 7, Asset Management, Management, Series 63, Leadership, Hedge Funds
Education
Clarkson University 1977 — 1981
BS
University of Pittsburgh
AIFA
Gravity Investments & Gravity Capital Partners September 2015 - Present
Wealth Management and Trust Company June 2011 - 2015
MSY, LLC. June 1998 - 2011
Franklin Templeton Investments January 1985 - July 2004
Franklin Templeton Group 1985 - 2004
Skills
Mutual Funds, Retirement Planning, Business Planning, Banking, Fixed Annuities, Strategic Planning, Business Development, Pensions, Wealth Management, Investments, Series 7, Asset Management, Management, Series 63, Leadership, Hedge Funds
Education
Clarkson University 1977 — 1981
BS
University of Pittsburgh
AIFA
Janice Herrington Janice Herrington's Franklin Templeton Investments Experience November 2002 - February 2011
Job Software Solutions Manager
Industry E-Learning
Experience
Windmill Software July 2011 - March 2015
Franklin Templeton Investments November 2002 - February 2011
Grey Interactive January 1999 - March 2002
Corporate Communications Interactive (CCI) January 1995 - August 1998
Skills
Learning Management..., Bug Tracking, Leadership, Requirements Analysis, Information Architecture, Instructional Design, SharePoint, Web Development, Web Applications, SSRS, Usability, C#, Learning Management, Training, Mobile Applications, Graphic Design, Microsoft SQL Server, Project Management, Analysis Services, User Interface Design, Digital Marketing, .NET, SaaS, Wireframes
Education
Learning Tree 2013 — 2014
SQL Server
Learning Tree 2009 — 2010
SharePoint Development Certified Professional
Centennial College 2002 — 2003
Web Programming
University of Toronto 1980 — 1985
B.A.Sc., Industrial Engineering
Windmill Software July 2011 - March 2015
Franklin Templeton Investments November 2002 - February 2011
Grey Interactive January 1999 - March 2002
Corporate Communications Interactive (CCI) January 1995 - August 1998
Skills
Learning Management..., Bug Tracking, Leadership, Requirements Analysis, Information Architecture, Instructional Design, SharePoint, Web Development, Web Applications, SSRS, Usability, C#, Learning Management, Training, Mobile Applications, Graphic Design, Microsoft SQL Server, Project Management, Analysis Services, User Interface Design, Digital Marketing, .NET, SaaS, Wireframes
Education
Learning Tree 2013 — 2014
SQL Server
Learning Tree 2009 — 2010
SharePoint Development Certified Professional
Centennial College 2002 — 2003
Web Programming
University of Toronto 1980 — 1985
B.A.Sc., Industrial Engineering
Ian Holland, BComm., PMP Ian Holland, BComm., PMP's Franklin Templeton Investments Experience June 2005 - October 2008
Job Effective and creative handson ntier and distributedsystems programmer/analyst & PM
Industry Information Technology and Services
Experience
Entertainment One July 2012 - Present
RBC September 2010 - December 2011
Toronto Dominion Bank Financial Group May 2010 - August 2010
Canadian Imperial Bank of Commerce January 2010 - March 2010
Federal Economic Development Agency for Southern Ontario (Gov't of Canada) June 2009 - January 2010
Franklin Templeton Investments June 2005 - October 2008
Dundee Securities Corporation July 2004 - June 2005
National Bank Financial, Assante Advisory Services, Prudential of America Life Insurance Company 1998 - 2004
Royal Bank of Canada September 1996 - October 1998
Canadian Armed Forces June 1992 - May 1994
Skills
.NET Application..., J2EE Application..., Project Management, Systems Analysis, System Architecture, N-Tier Design, Distributed Systems..., Service Oriented..., Object Oriented Design, WCF, SOAP, Entity Framework, Hibernate, Struts, RDBMS, Microsoft SQL Server, Oracle RDBMS, MS Reporting Services, Windows Server, Apache, Geronimo, Tomcat, PL/SQL, T-SQL, SQL/PSM, LINQ, ADO.NET, JSTL, EJB, VB.NET, VBA, AJAX, CSS, HTML 5, WSDL, PHP, XML, SAX, XML Schema, DTDs, JSP, Business Analysis, PMO, Agile Methodologies, PMP
Education
University of Windsor 1993 — 1996
Bachelor of Commerce (BComm), Hons. Business Administration, concentration in Accounting
Humber College 2009 — 2012
Advanced Computer Programming
Project Management Institute (PMI) 2008 — 2008
PMP Professional Designation
SkillSoft PLC 2009 — 2009
CBAP Certification Prep Course
Humber College 2008 — 2008
Course, Project Management Studies
MPM Skills Development Inc. 2005 — 2006
Visual Basic Advanced Level III
Canadian Securities Institute 2005 — 2005
Canadian Securities Course (CSC)
Canadian Securities Institute 2005 — 2005
Conduct and Practices Handbook (CPH)
CEGEP - John Abbott College
Theatre
Entertainment One July 2012 - Present
RBC September 2010 - December 2011
Toronto Dominion Bank Financial Group May 2010 - August 2010
Canadian Imperial Bank of Commerce January 2010 - March 2010
Federal Economic Development Agency for Southern Ontario (Gov't of Canada) June 2009 - January 2010
Franklin Templeton Investments June 2005 - October 2008
Dundee Securities Corporation July 2004 - June 2005
National Bank Financial, Assante Advisory Services, Prudential of America Life Insurance Company 1998 - 2004
Royal Bank of Canada September 1996 - October 1998
Canadian Armed Forces June 1992 - May 1994
Skills
.NET Application..., J2EE Application..., Project Management, Systems Analysis, System Architecture, N-Tier Design, Distributed Systems..., Service Oriented..., Object Oriented Design, WCF, SOAP, Entity Framework, Hibernate, Struts, RDBMS, Microsoft SQL Server, Oracle RDBMS, MS Reporting Services, Windows Server, Apache, Geronimo, Tomcat, PL/SQL, T-SQL, SQL/PSM, LINQ, ADO.NET, JSTL, EJB, VB.NET, VBA, AJAX, CSS, HTML 5, WSDL, PHP, XML, SAX, XML Schema, DTDs, JSP, Business Analysis, PMO, Agile Methodologies, PMP
Education
University of Windsor 1993 — 1996
Bachelor of Commerce (BComm), Hons. Business Administration, concentration in Accounting
Humber College 2009 — 2012
Advanced Computer Programming
Project Management Institute (PMI) 2008 — 2008
PMP Professional Designation
SkillSoft PLC 2009 — 2009
CBAP Certification Prep Course
Humber College 2008 — 2008
Course, Project Management Studies
MPM Skills Development Inc. 2005 — 2006
Visual Basic Advanced Level III
Canadian Securities Institute 2005 — 2005
Canadian Securities Course (CSC)
Canadian Securities Institute 2005 — 2005
Conduct and Practices Handbook (CPH)
CEGEP - John Abbott College
Theatre
William McMahon William McMahon's Franklin Templeton Investments Experience January 2006 - April 2011
Job Corporate Recruiter / Account Executive
Industry Staffing and Recruiting
Experience
Fleetmatics September 2013 - Present
Transworld Systems April 2013 - December 2013
Ceridian June 2011 - December 2012
Franklin Templeton Investments January 2006 - April 2011
Franklin Templeton Investments January 2005 - January 2006
Real Mortgage/Legacy Financial January 2002 - January 2005
Northwestern Mutual Financial Network December 2000 - July 2002
Citi April 1993 - January 2000
Citi April 1993 - June 1996
Skills
Sales, Leadership, Management, Insurance, CRM, Customer Service, Sales Presentations, Mutual Funds, Direct Sales, New Business Development, Team Building, Benefits Administration, Financial Services, Salesforce.com, Sales Process, Cold Calling, Small Business, Recruiting, HRO, Community Outreach, FSA, Fleet Optimization, Fleet Services, iCIMS, Sourcing
Education
University of Connecticut 1989 — 1993
Central Connecticut State University
Roxbury Elementary
Roxbury Elementary
Roxbury Elementary
Roxbury Elementary
University of South Florida
Westhill High School
Fleetmatics September 2013 - Present
Transworld Systems April 2013 - December 2013
Ceridian June 2011 - December 2012
Franklin Templeton Investments January 2006 - April 2011
Franklin Templeton Investments January 2005 - January 2006
Real Mortgage/Legacy Financial January 2002 - January 2005
Northwestern Mutual Financial Network December 2000 - July 2002
Citi April 1993 - January 2000
Citi April 1993 - June 1996
Skills
Sales, Leadership, Management, Insurance, CRM, Customer Service, Sales Presentations, Mutual Funds, Direct Sales, New Business Development, Team Building, Benefits Administration, Financial Services, Salesforce.com, Sales Process, Cold Calling, Small Business, Recruiting, HRO, Community Outreach, FSA, Fleet Optimization, Fleet Services, iCIMS, Sourcing
Education
University of Connecticut 1989 — 1993
Central Connecticut State University
Roxbury Elementary
Roxbury Elementary
Roxbury Elementary
Roxbury Elementary
University of South Florida
Westhill High School
Larry Valente Larry Valente's Franklin Templeton Investments Experience June 2001 - September 2004
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Valente Technical Services January 2013 - Present
American Links Logistics International, Inc. September 2004 - June 2012
Mayor-Siobal Household June 2005 - June 2010
Franklin Templeton Investments June 2001 - September 2004
Envine, Inc. August 2000 - June 2001
Inacom November 1995 - July 2000
Virgil Computer System September 1993 - September 1999
Franklin Resources, Inc. April 1991 - June 1995
UNITED STATES NAVY – VA-85, VAQ-129, USS New Orleans, and VAQ-138 July 1981 - April 1990
Skills
Active Directory, Windows Server, XP, Technical Support, Microsoft Exchange, Troubleshooting, Software Installation, Windows XP, Operating Systems, Hardware, Help Desk Support, Computer Hardware, Windows, OS X, Security, Microsoft Office, HP, Laptops, Enterprise Software, BMC Remedy, Windows 7, Access, VMware ESX, Disaster Recovery, Data Center, DNS, Virtualization, Firewalls, Network Security, Routers, TCP/IP, Computer Repair, Multimedia, SharePoint, Mac, Servers, Non-linear Editing, Mac OS X, Video Editing, DVD Duplication, System Administration, VMware, Visio, Help Desk Management, MS Office Suite, DVD authoring, Desktop Support, Windows 8, Windows 8.1, Windows 10
Education
Olympic College 2013 — 2014
Central Texas College 1988 — 1988
US History, B
College of San Mateo
Computer Science
Valente Technical Services January 2013 - Present
American Links Logistics International, Inc. September 2004 - June 2012
Mayor-Siobal Household June 2005 - June 2010
Franklin Templeton Investments June 2001 - September 2004
Envine, Inc. August 2000 - June 2001
Inacom November 1995 - July 2000
Virgil Computer System September 1993 - September 1999
Franklin Resources, Inc. April 1991 - June 1995
UNITED STATES NAVY – VA-85, VAQ-129, USS New Orleans, and VAQ-138 July 1981 - April 1990
Skills
Active Directory, Windows Server, XP, Technical Support, Microsoft Exchange, Troubleshooting, Software Installation, Windows XP, Operating Systems, Hardware, Help Desk Support, Computer Hardware, Windows, OS X, Security, Microsoft Office, HP, Laptops, Enterprise Software, BMC Remedy, Windows 7, Access, VMware ESX, Disaster Recovery, Data Center, DNS, Virtualization, Firewalls, Network Security, Routers, TCP/IP, Computer Repair, Multimedia, SharePoint, Mac, Servers, Non-linear Editing, Mac OS X, Video Editing, DVD Duplication, System Administration, VMware, Visio, Help Desk Management, MS Office Suite, DVD authoring, Desktop Support, Windows 8, Windows 8.1, Windows 10
Education
Olympic College 2013 — 2014
Central Texas College 1988 — 1988
US History, B
College of San Mateo
Computer Science
Ry Sanderson's Franklin Templeton Investments Experience July 2014 - Present
Job Associate at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments July 2014 - Present
WinPark February 2014 - Present
Skills
Business Development, Microsoft Excel, Analysis, Leadership, Research, Data Analysis, Strategic Planning, Management, Project Management, Product Development, Business Strategy, Marketing Strategy, PowerPoint, Sustainability, Program Management, New Business Development, Market Research, Sustainable Business, Operations Management, Reliability
Education
Santa Clara University - Leavey School of Business 2012 — 2014
MBA, Investment Finance
Central Connecticut State University 2006 — 2011
Bachelors of Science, Exercise Physiology
Franklin Templeton Investments July 2014 - Present
WinPark February 2014 - Present
Skills
Business Development, Microsoft Excel, Analysis, Leadership, Research, Data Analysis, Strategic Planning, Management, Project Management, Product Development, Business Strategy, Marketing Strategy, PowerPoint, Sustainability, Program Management, New Business Development, Market Research, Sustainable Business, Operations Management, Reliability
Education
Santa Clara University - Leavey School of Business 2012 — 2014
MBA, Investment Finance
Central Connecticut State University 2006 — 2011
Bachelors of Science, Exercise Physiology
Natali Solomon Natali Solomon's Franklin Templeton Investments Experience January 1999 - January 2002
Job Recruiter at Kisco Senior Living
Industry Human Resources
Experience
Kisco Senior Living January 2015 - Present
LaserAway September 2011 - December 2014
Hampton- Brown Publishing January 2002 - April 2003
Franklin Templeton Investments January 1999 - January 2002
Norrell Staffing August 1996 - August 1998
Skills
Customer Service, Account Management, Applicant Tracking..., Taleo, Research, Marketing, New Hire Orientations, College Recruiting, Talent Acquisition, Strategic Planning, HRIS, Business Development, Employee Benefits, Temporary Placement, Employee Engagement, medical recruiting, Health Care Recruiting, Full-life Cycle..., Staff Development, Training, New Hire Training, Job Descriptions, Interviews, Internet Recruiting, Personnel Management, Management, Staffing Services, Recruiting
Education
MiraCosta College 2010 — 2011
Human Resources
Chapman University 2001 — 2002
Human Resources, Human Resources Management and Services
IUPUI 1994 — 1996
Communications
Kisco Senior Living January 2015 - Present
LaserAway September 2011 - December 2014
Hampton- Brown Publishing January 2002 - April 2003
Franklin Templeton Investments January 1999 - January 2002
Norrell Staffing August 1996 - August 1998
Skills
Customer Service, Account Management, Applicant Tracking..., Taleo, Research, Marketing, New Hire Orientations, College Recruiting, Talent Acquisition, Strategic Planning, HRIS, Business Development, Employee Benefits, Temporary Placement, Employee Engagement, medical recruiting, Health Care Recruiting, Full-life Cycle..., Staff Development, Training, New Hire Training, Job Descriptions, Interviews, Internet Recruiting, Personnel Management, Management, Staffing Services, Recruiting
Education
MiraCosta College 2010 — 2011
Human Resources
Chapman University 2001 — 2002
Human Resources, Human Resources Management and Services
IUPUI 1994 — 1996
Communications
Gregory Kendall Gregory Kendall's Franklin Templeton Investments Experience July 2011 - Present
Job Advisor Consultant Senior
Industry Investment Management
Experience
Franklin Templeton Investments July 2011 - Present
Franklin Templeton Investments April 2010 - July 2011
Wells Fargo Bank January 2009 - April 2010
Radio Disney October 2008 - January 2010
Wells Fargo November 2007 - December 2008
Ann Taylor March 2007 - January 2008
Bread Garden Bakery June 2004 - May 2007
Skills
Series 7, Sales, Series 63, Finance, Uniform Combined State..., Mutual Funds, Customer Service, 401k, Investments, Financial Services, Final Cut Pro, Series 6, Financial Advisory, Banking, Sales Management
Education
San Francisco State University 2007 — 2009
BA, Radio and Television
Chabot College 2003 — 2007
AA, Fire Technology
Franklin Templeton Investments July 2011 - Present
Franklin Templeton Investments April 2010 - July 2011
Wells Fargo Bank January 2009 - April 2010
Radio Disney October 2008 - January 2010
Wells Fargo November 2007 - December 2008
Ann Taylor March 2007 - January 2008
Bread Garden Bakery June 2004 - May 2007
Skills
Series 7, Sales, Series 63, Finance, Uniform Combined State..., Mutual Funds, Customer Service, 401k, Investments, Financial Services, Final Cut Pro, Series 6, Financial Advisory, Banking, Sales Management
Education
San Francisco State University 2007 — 2009
BA, Radio and Television
Chabot College 2003 — 2007
AA, Fire Technology
Alexandra (Sasha) Pidpalaya's Franklin Templeton Investments Experience 2007 - Present
Job
Industry Financial Services
Experience
Franklin Templeton Investments 2007 - Present
Franklin Templeton Investments 2006 - 2007
LookSmart, Ltd September 2004 - January 2006
Price Waterhouse Coopers 1997 - 2004
Skills
Financial Reporting, SEC filings, Technical Accounting, Financial Analysis, US GAAP, IFRS, Valuation Modeling, System Implementation, Project Management, Process Improvement, Sarbanes-Oxley Act, Internal Controls, Auditing, Corporate Finance, Financial Modeling, Consolidation, Accounting, Financial Planning, Financial Services, Management, SEC Filings
Education
Central European University 1996 — 1997
MA, Economics
Lomonosov Moscow State University (MSU) 1989 — 1994
MS, Applied Mathematics
University of Essex
Economics
Franklin Templeton Investments 2007 - Present
Franklin Templeton Investments 2006 - 2007
LookSmart, Ltd September 2004 - January 2006
Price Waterhouse Coopers 1997 - 2004
Skills
Financial Reporting, SEC filings, Technical Accounting, Financial Analysis, US GAAP, IFRS, Valuation Modeling, System Implementation, Project Management, Process Improvement, Sarbanes-Oxley Act, Internal Controls, Auditing, Corporate Finance, Financial Modeling, Consolidation, Accounting, Financial Planning, Financial Services, Management, SEC Filings
Education
Central European University 1996 — 1997
MA, Economics
Lomonosov Moscow State University (MSU) 1989 — 1994
MS, Applied Mathematics
University of Essex
Economics
Dan Leasure's Franklin Templeton Investments Experience October 2010 - January 2011
Job BPM and Enterprise Software Implementation Professional ✈
Industry Financial Services
Experience
Pegasystems September 2010 - Present
State of Maine October 2013 - August 2015
Quest Diagnostics August 2013 - September 2013
RBC February 2013 - March 2013
Bank of America October 2012 - December 2012
PayPal February 2012 - August 2012
American Express Travel Services February 2011 - February 2012
Franklin Templeton Investments October 2010 - January 2011
DST Systems September 1998 - February 2010
MassMutual Financial Group November 2009 - January 2010
Skills
Business Process..., AWD, Project Management, Business Process..., Operations Management, Software Development, Analysis, Process Automation, Strategic Technology..., Industrial Engineering, Process Improvement, Business Analysis, Program Management, Integration, Business Process..., PMO, Risk Management, Change Management, Logistics, Music Festivals, Event Planning, Management, Leadership, Professional Services, Business Process Design, SDLC, Requirements Gathering, Business Process, Requirements Analysis, Vendor Management
Education
Clarkson University
BS
St. John's Prep
University of Phoenix
MS
Pegasystems September 2010 - Present
State of Maine October 2013 - August 2015
Quest Diagnostics August 2013 - September 2013
RBC February 2013 - March 2013
Bank of America October 2012 - December 2012
PayPal February 2012 - August 2012
American Express Travel Services February 2011 - February 2012
Franklin Templeton Investments October 2010 - January 2011
DST Systems September 1998 - February 2010
MassMutual Financial Group November 2009 - January 2010
Skills
Business Process..., AWD, Project Management, Business Process..., Operations Management, Software Development, Analysis, Process Automation, Strategic Technology..., Industrial Engineering, Process Improvement, Business Analysis, Program Management, Integration, Business Process..., PMO, Risk Management, Change Management, Logistics, Music Festivals, Event Planning, Management, Leadership, Professional Services, Business Process Design, SDLC, Requirements Gathering, Business Process, Requirements Analysis, Vendor Management
Education
Clarkson University
BS
St. John's Prep
University of Phoenix
MS
Shelly Painter's Franklin Templeton Investments Experience SVP - Enterprise ConsultingFranklin Templeton Group1992 - Present
Job SVP at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments SVP - Enterprise ConsultingFranklin Templeton Group1992 - Present
Education
Central Michigan University 1981 — 1983
Franklin Templeton Investments SVP - Enterprise ConsultingFranklin Templeton Group1992 - Present
Education
Central Michigan University 1981 — 1983
Anamika Alam's Franklin Templeton Investments Experience November 2011 - June 2013
Job Lead Consultant at Tiaa Cref
Industry Investment Management
Experience
TIAA-CREF June 2015 - Present
TIAA-CREF January 2014 - June 2015
Franklin Templeton Investments November 2011 - June 2013
Franklin Templeton Investments January 2011 - November 2011
Franklin Templeton Investments November 2007 - January 2011
Norwest Financial Corp May 2006 - November 2007
Skills
Real Estate, Residential Homes, Entrepreneurship, Real Estate Development, Property Management, Marketing Strategy, Investors, Real Estate Transactions, Single Family Homes, First Time Home Buyers, Mutual Funds, Customer Service, Investments, Series 63, Series 6, Cross-functional Team...
Education
City University of New York City College
Bachelor of Arts (BA), Psychology
TIAA-CREF June 2015 - Present
TIAA-CREF January 2014 - June 2015
Franklin Templeton Investments November 2011 - June 2013
Franklin Templeton Investments January 2011 - November 2011
Franklin Templeton Investments November 2007 - January 2011
Norwest Financial Corp May 2006 - November 2007
Skills
Real Estate, Residential Homes, Entrepreneurship, Real Estate Development, Property Management, Marketing Strategy, Investors, Real Estate Transactions, Single Family Homes, First Time Home Buyers, Mutual Funds, Customer Service, Investments, Series 63, Series 6, Cross-functional Team...
Education
City University of New York City College
Bachelor of Arts (BA), Psychology
Michael Corkery's Franklin Templeton Investments Experience December 2002 - August 2007
Job CEO/President Pool Guard Manufacturing, Inc
Industry Consumer Goods
Experience
Pool Guard Manufacturing, Inc January 2008 - Present
Franklin Templeton Investments December 2002 - August 2007
Franklin Templeton Investments February 1998 - December 2002
MSC Consulting October 1997 - January 1998
Polen Capital December 1996 - September 1997
LBS Capital Management December 1992 - December 1996
Skills
Financial Analysis, Investments, Process Improvement, Strategic Planning, Business Analysis, Series 7, Relationship Management, Portfolio Management, Mergers, Strategic Financial..., Mutual Funds, Customer Service, Risk Management, Budgets, Mergers & Acquisitions, Due Diligence, Financial Modeling, Valuation, Executive Management, Business Planning, Start-ups, Corporate Finance
Education
Canisius College 1986 — 1990
Bachelor's Degree, Finance
Pool Guard Manufacturing, Inc January 2008 - Present
Franklin Templeton Investments December 2002 - August 2007
Franklin Templeton Investments February 1998 - December 2002
MSC Consulting October 1997 - January 1998
Polen Capital December 1996 - September 1997
LBS Capital Management December 1992 - December 1996
Skills
Financial Analysis, Investments, Process Improvement, Strategic Planning, Business Analysis, Series 7, Relationship Management, Portfolio Management, Mergers, Strategic Financial..., Mutual Funds, Customer Service, Risk Management, Budgets, Mergers & Acquisitions, Due Diligence, Financial Modeling, Valuation, Executive Management, Business Planning, Start-ups, Corporate Finance
Education
Canisius College 1986 — 1990
Bachelor's Degree, Finance
Jonathan Drum's Franklin Templeton Investments Experience July 2012 - Present
Job Director, Total Rewards Analytics & Equity Programs
Industry Financial Services
Experience
Franklin Templeton Investments July 2012 - Present
Franklin Templeton Investments June 2007 - June 2012
Morgan Stanley May 1997 - March 2004
The Conference Board March 1996 - April 1997
Skills
Executive Compensation, Salary Structures, Base Pay, Compensation Plan Design, Compensation, Compensation..., Data Analysis, Analytics, Deferred Compensation, Competitive Analysis, Global Compensation, Metrics, HR Metrics, Quantitative Analytics, Incentive Programs
Education
University of Wisconsin-Madison 1991 — 1995
Bachelor of Arts (B.A.), Political Science
Charles University in Prague 1994 — 1994
Franklin Templeton Investments July 2012 - Present
Franklin Templeton Investments June 2007 - June 2012
Morgan Stanley May 1997 - March 2004
The Conference Board March 1996 - April 1997
Skills
Executive Compensation, Salary Structures, Base Pay, Compensation Plan Design, Compensation, Compensation..., Data Analysis, Analytics, Deferred Compensation, Competitive Analysis, Global Compensation, Metrics, HR Metrics, Quantitative Analytics, Incentive Programs
Education
University of Wisconsin-Madison 1991 — 1995
Bachelor of Arts (B.A.), Political Science
Charles University in Prague 1994 — 1994
J. Alex Villalta's Franklin Templeton Investments Experience June 2013 - Present
Job Investor Relations at K2 Advisors & Franklin Templeton Solutions
Industry Investment Management
Experience
Franklin Templeton Investments June 2013 - Present
Novaled May 2012 - April 2013
The Ruth Group July 2005 - April 2012
Brainerd Communicators 2003 - 2005
GDS International June 2002 - September 2003
Skills
Investor Relations, IPO, Strategic Communications, Crisis Management, Media Relations, Corporate Communications, Digital Media, Hedge Funds, Fund Of Funds
Education
City University of New York-Hunter College 1998 — 2002
BA, Economics & Psychology
St. Francis Preparatory 1994 — 1998
Franklin Templeton Investments June 2013 - Present
Novaled May 2012 - April 2013
The Ruth Group July 2005 - April 2012
Brainerd Communicators 2003 - 2005
GDS International June 2002 - September 2003
Skills
Investor Relations, IPO, Strategic Communications, Crisis Management, Media Relations, Corporate Communications, Digital Media, Hedge Funds, Fund Of Funds
Education
City University of New York-Hunter College 1998 — 2002
BA, Economics & Psychology
St. Francis Preparatory 1994 — 1998
Tim Zsoka's Franklin Templeton Investments Experience August 1999 - Present
Job Project Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 1999 - Present
Skills
PMO, SDLC, Transfer Agency, Portfolio Management, Business Analysis, Project Management, Risk Management, Business Process..., Relationship Management, Program Management, Full project lifecycle...
Education
California State University-Sacramento 1990 — 1994
Bachelor's of Science, Accounting and Business/Management
Franklin Templeton Investments August 1999 - Present
Skills
PMO, SDLC, Transfer Agency, Portfolio Management, Business Analysis, Project Management, Risk Management, Business Process..., Relationship Management, Program Management, Full project lifecycle...
Education
California State University-Sacramento 1990 — 1994
Bachelor's of Science, Accounting and Business/Management
Teresa Byrne's Franklin Templeton Investments Experience June 2005 - Present
Job Technology Audit Manager at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments June 2005 - Present
Edfund 2004 - 2005
Education
California State University-Sacramento
Franklin Templeton Investments June 2005 - Present
Edfund 2004 - 2005
Education
California State University-Sacramento
Monique Hylton, PHR's Franklin Templeton Investments Experience April 2015 - Present
Job Senior Employee Relations Risk Consultant at Franklin Templeton Investments
Industry Human Resources
Experience
Franklin Templeton Investments April 2015 - Present
HR Business Partner On-Demand November 2012 - October 2014
Thomson Reuters August 2011 - October 2012
PricewaterhouseCoopers January 2009 - February 2010
Mercer 2010 - 2010
Deloitte Services, LP November 2007 - December 2008
Deloitte Services, LP September 2005 - November 2007
American Express April 2004 - January 2005
Colgate Palmolive January 2001 - March 2004
Skills
Compensation, Performance Management, Training & Development, Coaching, Career Development, Talent Management, Reporting, Deferred Compensation, Management, Personnel Management, CRM, Employee Training, Employee Engagement, Human Resources, Workforce Planning, Succession Planning
Education
City University of New York-Hunter College
BA, Psychology
New School University
Human Resources Management
Franklin Templeton Investments April 2015 - Present
HR Business Partner On-Demand November 2012 - October 2014
Thomson Reuters August 2011 - October 2012
PricewaterhouseCoopers January 2009 - February 2010
Mercer 2010 - 2010
Deloitte Services, LP November 2007 - December 2008
Deloitte Services, LP September 2005 - November 2007
American Express April 2004 - January 2005
Colgate Palmolive January 2001 - March 2004
Skills
Compensation, Performance Management, Training & Development, Coaching, Career Development, Talent Management, Reporting, Deferred Compensation, Management, Personnel Management, CRM, Employee Training, Employee Engagement, Human Resources, Workforce Planning, Succession Planning
Education
City University of New York-Hunter College
BA, Psychology
New School University
Human Resources Management
Bart Scieranski CCNA, VCP's Franklin Templeton Investments Experience December 1999 - July 2008
Job Sr. Technical Specialist, Supervisor iDAPT IT Operations at Toronto Rehabilitation Institute
Industry Information Technology and Services
Experience
Toronto Rehabilitation Institute July 2008 - Present
Franklin Templeton Investments December 1999 - July 2008
Celestica January 1997 - December 1999
Education
Centennial College 1995 — 1999
Toronto Rehabilitation Institute July 2008 - Present
Franklin Templeton Investments December 1999 - July 2008
Celestica January 1997 - December 1999
Education
Centennial College 1995 — 1999
Monica Barnett's Franklin Templeton Investments Experience 2004 - 2009
Job Direct Response Marketing Manager I at Kaiser Permanente
Industry Financial Services
Experience
Kaiser Permanente June 2012 - Present
PACIFIC GAS & ELECTRIC March 2011 - June 2012
San Francisco Sheriff's Department August 2010 - February 2011
Franklin Templeton Investments 2004 - 2009
Franklin Templeton 2001 - 2004
Franklin Templeton Investments March 1993 - September 2000
Skills
Program Management, Advertising, Budgets, Project Planning, Forecasting, Corporate Communications, Portfolio Management, Financial Services, Mutual Funds, Microsoft Office, Strategic Planning, Public Speaking
Education
City College of San Francisco 1987 — 1989
Pending, Psychology
Kaiser Permanente June 2012 - Present
PACIFIC GAS & ELECTRIC March 2011 - June 2012
San Francisco Sheriff's Department August 2010 - February 2011
Franklin Templeton Investments 2004 - 2009
Franklin Templeton 2001 - 2004
Franklin Templeton Investments March 1993 - September 2000
Skills
Program Management, Advertising, Budgets, Project Planning, Forecasting, Corporate Communications, Portfolio Management, Financial Services, Mutual Funds, Microsoft Office, Strategic Planning, Public Speaking
Education
City College of San Francisco 1987 — 1989
Pending, Psychology
Erica Stenquist's Franklin Templeton Investments Experience April 2004 - October 2008
Job Recruiter at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2004 - October 2008
Spherion February 2004 - April 2004
Womens Care Medical Group September 1998 - February 2004
Education
San Jose State University 2001 — 2003
B.A., Business Administration with a concentration in Human Resources
Cañada College 1999 — 2001
A.A., Business Administration and Liberal Arts
Franklin Templeton Investments April 2004 - October 2008
Spherion February 2004 - April 2004
Womens Care Medical Group September 1998 - February 2004
Education
San Jose State University 2001 — 2003
B.A., Business Administration with a concentration in Human Resources
Cañada College 1999 — 2001
A.A., Business Administration and Liberal Arts
Cathy Velis's Franklin Templeton Investments Experience November 1997 - September 2005
Job at Brookfield Elementary
Industry Primary/Secondary Education
Experience
Fairfax County Public Schools August 2015 - Present
Fairfax County Public Schools October 2014 - Present
Pleasant Valley Preschool, Inc. April 2009 - June 2014
Serenity Infotech May 2008 - July 2012
TEKsystems April 2006 - May 2008
Franklin Templeton Investments November 1997 - September 2005
CA Technologies 1992 - 1994
Skills
Early Childhood..., Preschool, Spanish, Documentation, Working With Children, Classroom Instruction, Program Management, Business Analysis, Software Documentation, Testing, User Acceptance Testing, Quality Center, Lotus Notes, Lotus Notes Development, End User Training, Technical Analysis, Functional..., Technical Design
Education
Chatham University
B.A., Management
Universidad Complutense de Madrid
Spanish Immersion progam
Universidad de Guadalajara
Spanish Immersion program
Fairfax County Public Schools August 2015 - Present
Fairfax County Public Schools October 2014 - Present
Pleasant Valley Preschool, Inc. April 2009 - June 2014
Serenity Infotech May 2008 - July 2012
TEKsystems April 2006 - May 2008
Franklin Templeton Investments November 1997 - September 2005
CA Technologies 1992 - 1994
Skills
Early Childhood..., Preschool, Spanish, Documentation, Working With Children, Classroom Instruction, Program Management, Business Analysis, Software Documentation, Testing, User Acceptance Testing, Quality Center, Lotus Notes, Lotus Notes Development, End User Training, Technical Analysis, Functional..., Technical Design
Education
Chatham University
B.A., Management
Universidad Complutense de Madrid
Spanish Immersion progam
Universidad de Guadalajara
Spanish Immersion program
Richard Urbanowicz's Franklin Templeton Investments Experience April 2013 - Present
Job Senior Financial Analyst Technology at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments April 2013 - Present
Independent Contractor March 2012 - March 2013
Bank of the West March 2002 - March 2012
Sanwa Bank of California December 2000 - March 2002
Ameriquest Mortgage Company September 1997 - December 2000
Norcen Energy Resources April 1990 - August 1995
Skills
Vendor Management, IT Management, Business Analysis, Banking, SharePoint, Citrix, Risk Management, Telecom Expense..., Budget Process, Financial Forecasting, Contract Management, Inventory Management, Chargebacks, Activity Based Costing, Total Cost of Ownership, Certifications, Allocations, Fixed Assets, PowerPoint, Microsoft Excel, Hyperion Planning, Epicor, Oil & Gas Industry, Foreign Exchange, Project Management, IT Strategy, Team Leadership, Visio, Financial Modeling, Managerial Finance, Cash Management, Portfolio Management, Sarbanes-Oxley Act, Process Improvement, Budgets, Business Process..., Analysis, Management, Forecasting, Financial Analysis, Leadership, Finance, PMO, Internal Audit, Treasury Management, Variance Analysis, Financial Risk, Financial Reporting, Mergers & Acquisitions, Information Technology
Education
Cambrian College 1977 — 1980
Bachelor of Business Administration (B.A.), Accounting and Business/Management
Diablo Valley College 2013 — 2014
Project Managment Professional, currently pursuing "PMP" certification, completed first level, A, after 3 good exams .... averaged 90%
Gartner Group 1998 — 1998
Technology Finance, Total Cost Of Ownership
Franklin Templeton Investments April 2013 - Present
Independent Contractor March 2012 - March 2013
Bank of the West March 2002 - March 2012
Sanwa Bank of California December 2000 - March 2002
Ameriquest Mortgage Company September 1997 - December 2000
Norcen Energy Resources April 1990 - August 1995
Skills
Vendor Management, IT Management, Business Analysis, Banking, SharePoint, Citrix, Risk Management, Telecom Expense..., Budget Process, Financial Forecasting, Contract Management, Inventory Management, Chargebacks, Activity Based Costing, Total Cost of Ownership, Certifications, Allocations, Fixed Assets, PowerPoint, Microsoft Excel, Hyperion Planning, Epicor, Oil & Gas Industry, Foreign Exchange, Project Management, IT Strategy, Team Leadership, Visio, Financial Modeling, Managerial Finance, Cash Management, Portfolio Management, Sarbanes-Oxley Act, Process Improvement, Budgets, Business Process..., Analysis, Management, Forecasting, Financial Analysis, Leadership, Finance, PMO, Internal Audit, Treasury Management, Variance Analysis, Financial Risk, Financial Reporting, Mergers & Acquisitions, Information Technology
Education
Cambrian College 1977 — 1980
Bachelor of Business Administration (B.A.), Accounting and Business/Management
Diablo Valley College 2013 — 2014
Project Managment Professional, currently pursuing "PMP" certification, completed first level, A, after 3 good exams .... averaged 90%
Gartner Group 1998 — 1998
Technology Finance, Total Cost Of Ownership
Courtenay Brown's Franklin Templeton Investments Experience March 2002 - July 2004
Job Managing Director Head of West Coast Office / Emerging Markets Debt Sales
Industry Financial Services
Experience
HSBC August 2004 - Present
Franklin Templeton Investments March 2002 - July 2004
Merrill Lynch 1997 - 2000
Education
Emory University - Goizueta Business School 2000 — 2002
MBA, Finance
Carleton College 1990 — 1995
BA
HSBC August 2004 - Present
Franklin Templeton Investments March 2002 - July 2004
Merrill Lynch 1997 - 2000
Education
Emory University - Goizueta Business School 2000 — 2002
MBA, Finance
Carleton College 1990 — 1995
BA
Tony Pasquarello's Franklin Templeton Investments Experience 1995 - 2004
Job Finance Manager/Deputy Treasurer at El Dorado Irrigation District
Industry Utilities
Experience
El Dorado Irrigation District August 2010 - Present
Blue Shield of California May 2007 - August 2010
Blue Shield of California March 2004 - May 2007
Franklin Templeton Investments 1995 - 2004
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Forecasting, Microsoft Excel, Risk Management, Process Improvement, Fixed Income, Investments, Accounting, Analysis, Budgets, Business Analysis, Finance, Strategic Financial..., Financial Planning, Management, Strategic Planning
Education
University of California, Davis - Graduate School of Management 1999 — 2001
MBA, Finance
California State University-Sacramento 1990 — 1993
BS, Finance
El Dorado Irrigation District August 2010 - Present
Blue Shield of California May 2007 - August 2010
Blue Shield of California March 2004 - May 2007
Franklin Templeton Investments 1995 - 2004
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Forecasting, Microsoft Excel, Risk Management, Process Improvement, Fixed Income, Investments, Accounting, Analysis, Budgets, Business Analysis, Finance, Strategic Financial..., Financial Planning, Management, Strategic Planning
Education
University of California, Davis - Graduate School of Management 1999 — 2001
MBA, Finance
California State University-Sacramento 1990 — 1993
BS, Finance
Gary Wiedman's Franklin Templeton Investments Experience January 1989 - January 1991
Job SVPClearing Operations at APEX Clearing
Industry Financial Services
Experience
Apex Clearing July 2012 - Present
Penson Financial Services November 2008 - August 2012
Financial Engines July 2004 - May 2008
Charles Schwab February 1992 - January 2004
Bank of America January 1991 - January 1992
Franklin Templeton Investments January 1989 - January 1991
Skills
Relationship Management, Cross-functional Team..., Investments, Series 63, Business Analysis, Portfolio Management, Mutual Funds, Management, Leadership, Mergers, Change Management, Vendor Management, FINRA, Trading, Mergers & Acquisitions, Series 7, Options, Financial Risk, FX Options, Fixed Income, Finance, Banking, Derivatives, Financial Markets, Electronic Trading, Capital Markets, Prime Brokerage, Trading Systems
Education
Central Washington University 1984 — 1988
BS, Business Admin
Apex Clearing July 2012 - Present
Penson Financial Services November 2008 - August 2012
Financial Engines July 2004 - May 2008
Charles Schwab February 1992 - January 2004
Bank of America January 1991 - January 1992
Franklin Templeton Investments January 1989 - January 1991
Skills
Relationship Management, Cross-functional Team..., Investments, Series 63, Business Analysis, Portfolio Management, Mutual Funds, Management, Leadership, Mergers, Change Management, Vendor Management, FINRA, Trading, Mergers & Acquisitions, Series 7, Options, Financial Risk, FX Options, Fixed Income, Finance, Banking, Derivatives, Financial Markets, Electronic Trading, Capital Markets, Prime Brokerage, Trading Systems
Education
Central Washington University 1984 — 1988
BS, Business Admin
david buttiwell's Franklin Templeton Investments Experience April 2002 - January 2008
Job Director IT, LR Capital
Industry Banking
Experience
LR Capital April 2010 - Present
AS400Gurus January 2008 - Present
Citibank March 2008 - March 2010
Franklin Templeton Investments April 2002 - January 2008
Sun Life Financial February 2001 - April 2002
SunGard January 1996 - January 2001
Goldman Sachs January 1991 - January 1996
Goldman Sachs January 1985 - January 1991
Education
City University of New York 1982 — 1985
Mathematics
LR Capital April 2010 - Present
AS400Gurus January 2008 - Present
Citibank March 2008 - March 2010
Franklin Templeton Investments April 2002 - January 2008
Sun Life Financial February 2001 - April 2002
SunGard January 1996 - January 2001
Goldman Sachs January 1991 - January 1996
Goldman Sachs January 1985 - January 1991
Education
City University of New York 1982 — 1985
Mathematics
Cristine Paragas-Blakeman's Franklin Templeton Investments Experience September 2012 - Present
Job Learning Consultant, HR Organizational Effectiveness at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 2012 - Present
Franklin Templeton Investments May 2007 - September 2012
Franklin Templeton Investments 2002 - 2007
Franklin Templeton Investments 2001 - 2002
Franklin Templeton Investments 2000 - 2001
Franklin Templeton Investments 1999 - 2000
Skills
Visio, Needs Analysis, HRIS, Employee Engagement, Lotus Notes, Microsoft Office, Microsoft Excel, Microsoft Word, SharePoint, QuestionMark/Perception, Dreamweaver, ScreenR, PeopleSoft, Learning Management...
Education
Indiana University Bloomington 2008 — 2011
Instructional Systems Technology, 3.94
Centennial College 2002 — 2003
Certificate, Teacher of Adults
George Brown College 1997 — 1999
Business, Business Management
Ryerson University 1994 — 1997
•Bachelors of Business Management and Enterprise
Franklin Templeton Investments September 2012 - Present
Franklin Templeton Investments May 2007 - September 2012
Franklin Templeton Investments 2002 - 2007
Franklin Templeton Investments 2001 - 2002
Franklin Templeton Investments 2000 - 2001
Franklin Templeton Investments 1999 - 2000
Skills
Visio, Needs Analysis, HRIS, Employee Engagement, Lotus Notes, Microsoft Office, Microsoft Excel, Microsoft Word, SharePoint, QuestionMark/Perception, Dreamweaver, ScreenR, PeopleSoft, Learning Management...
Education
Indiana University Bloomington 2008 — 2011
Instructional Systems Technology, 3.94
Centennial College 2002 — 2003
Certificate, Teacher of Adults
George Brown College 1997 — 1999
Business, Business Management
Ryerson University 1994 — 1997
•Bachelors of Business Management and Enterprise
Yanyun (Judy) Zhu, Ph.D, FSA's Franklin Templeton Investments Experience December 2013 - Present
Job
Industry Investment Management
Experience
Franklin Templeton Investments December 2013 - Present
Morgan Stanley July 2010 - December 2013
The Hartford May 2008 - July 2010
University of Illinois at Urbana-Champaign August 2003 - May 2008
Education
University of Wisconsin-Madison
Ph.D.
Central University of Finance and Economics
M.S.
Tsinghua University
B.E.
Franklin Templeton Investments December 2013 - Present
Morgan Stanley July 2010 - December 2013
The Hartford May 2008 - July 2010
University of Illinois at Urbana-Champaign August 2003 - May 2008
Education
University of Wisconsin-Madison
Ph.D.
Central University of Finance and Economics
M.S.
Tsinghua University
B.E.
Teri Garza-Haban's Franklin Templeton Investments Experience December 1997 - January 2004
Job Senior Payroll Analyst at PRO Unlimited
Industry Staffing and Recruiting
Experience
PRO Unlimited January 2014 - Present
PRO Unlimited February 2011 - December 2013
PRO Unlimited September 2010 - January 2011
Franklin Templeton Investments December 1997 - January 2004
RSF Electronics October 1990 - August 1995
Skills
Employee Relations, Payroll, PeopleSoft, Accounting, Applicant Tracking..., Onboarding, Talent Acquisition, Vendor Management, Staffing Services
Education
California State University-Sacramento 1988 — 1990
BS, Business Education, Finance
Chabot College 1984 — 1988
AA, Business Administration
Newark Memorial HS 1980 — 1984
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
PRO Unlimited January 2014 - Present
PRO Unlimited February 2011 - December 2013
PRO Unlimited September 2010 - January 2011
Franklin Templeton Investments December 1997 - January 2004
RSF Electronics October 1990 - August 1995
Skills
Employee Relations, Payroll, PeopleSoft, Accounting, Applicant Tracking..., Onboarding, Talent Acquisition, Vendor Management, Staffing Services
Education
California State University-Sacramento 1988 — 1990
BS, Business Education, Finance
Chabot College 1984 — 1988
AA, Business Administration
Newark Memorial HS 1980 — 1984
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Earl Marsh's Franklin Templeton Investments Experience January 1999 - May 1999
Job Lead IT Technician / Noc Analyst | Computer Operations at Best Western International
Industry Retail
Experience
Best Western International June 2014 - Present
MDI Group at Best Western International March 2014 - June 2014
CVS Caremark Corporation February 2012 - March 2014
Charles Schwab June 2011 - November 2011
Safeway August 2005 - March 2011
Metris Companies February 2004 - August 2005
Maricopa Integrated Health System July 2003 - February 2004
McKesson December 1996 - June 2003
Franklin Templeton Investments January 1999 - May 1999
Wells Fargo November 1996 - December 1996
Skills
Access, Visio, Disaster Recovery, SharePoint, Business Analysis, Vendor Management, Program Management, Management, Requirements Analysis, Data Center, Process Improvement, SDLC, Servers, Unix, ITIL, SQL, IBM Mainframe, Troubleshooting, Integration
Education
Chaminade University of Honolulu 1980 — 1984
Best Western International June 2014 - Present
MDI Group at Best Western International March 2014 - June 2014
CVS Caremark Corporation February 2012 - March 2014
Charles Schwab June 2011 - November 2011
Safeway August 2005 - March 2011
Metris Companies February 2004 - August 2005
Maricopa Integrated Health System July 2003 - February 2004
McKesson December 1996 - June 2003
Franklin Templeton Investments January 1999 - May 1999
Wells Fargo November 1996 - December 1996
Skills
Access, Visio, Disaster Recovery, SharePoint, Business Analysis, Vendor Management, Program Management, Management, Requirements Analysis, Data Center, Process Improvement, SDLC, Servers, Unix, ITIL, SQL, IBM Mainframe, Troubleshooting, Integration
Education
Chaminade University of Honolulu 1980 — 1984
Pam Kershaw, SPHR, IPMA-CP's Franklin Templeton Investments Experience May 1999 - February 2000
Job Director of Human Resources and Risk Management at City of Coconut Creek
Industry Human Resources
Experience
City of Coconut Creek November 2005 - Present
City of Coconut Creek February 2002 - November 2005
City of Coconut Creek February 2000 - February 2002
Franklin Templeton Investments May 1999 - February 2000
Hunter Douglas July 1998 - May 1999
University of Central Texas January 1998 - June 1998
Skills
Labor Relations, Performance Management, Management, Strategic HR, Negotiation, Employment Law, Employee Benefits, Collective Bargaining, Hiring Practices, Policy Writing, Retirement Benefits, Equal Employment..., Risk Management, FMLA, Disciplinary &..., Employee Training, Job Descriptions, Drug Free Workplace, Employee Relations, Health Insurance, Onboarding, Strategic Planning, Public Speaking, Personnel Management, Talent Management
Education
Harvard University, John F. Kennedy School of Government 2015 — 2015
Executive Education Certificate, Driving Government Performance
Florida Atlantic University 2001 — 2004
MBA, Business Administration
University of Central Texas 1997 — 1998
B.S., Psychology
Central Texas College 1995 — 1996
A.A., English
City of Coconut Creek November 2005 - Present
City of Coconut Creek February 2002 - November 2005
City of Coconut Creek February 2000 - February 2002
Franklin Templeton Investments May 1999 - February 2000
Hunter Douglas July 1998 - May 1999
University of Central Texas January 1998 - June 1998
Skills
Labor Relations, Performance Management, Management, Strategic HR, Negotiation, Employment Law, Employee Benefits, Collective Bargaining, Hiring Practices, Policy Writing, Retirement Benefits, Equal Employment..., Risk Management, FMLA, Disciplinary &..., Employee Training, Job Descriptions, Drug Free Workplace, Employee Relations, Health Insurance, Onboarding, Strategic Planning, Public Speaking, Personnel Management, Talent Management
Education
Harvard University, John F. Kennedy School of Government 2015 — 2015
Executive Education Certificate, Driving Government Performance
Florida Atlantic University 2001 — 2004
MBA, Business Administration
University of Central Texas 1997 — 1998
B.S., Psychology
Central Texas College 1995 — 1996
A.A., English
Norah Hogue's Franklin Templeton Investments Experience January 1984 - January 2006
Job Business to Business Sales Consultant
Industry Program Development
Experience
Staples Business Advantage July 2007 - Present
Franklin Templeton Investments January 1984 - January 2006
Skills
Salesforce.com, Business Development, New Business Development, B2B, Marketing Strategy, Sales, Management, Cold Calling, Finance, Lead Generation, Sales Process, Strategic Planning
Education
City College of San Francisco
AA
San Francisco State University
Staples Business Advantage July 2007 - Present
Franklin Templeton Investments January 1984 - January 2006
Skills
Salesforce.com, Business Development, New Business Development, B2B, Marketing Strategy, Sales, Management, Cold Calling, Finance, Lead Generation, Sales Process, Strategic Planning
Education
City College of San Francisco
AA
San Francisco State University
Dorothy Beaugard's Franklin Templeton Investments Experience November 1999 - February 2003
Job Executive Assistant at Fidelity Clearing Canada
Industry Financial Services
Experience
Fidelity Clearing Canada June 2010 - Present
Fidelity Investments January 2006 - June 2010
Alberta Home Builder's Association October 2004 - April 2005
Alberta Home Builders Association March 2004 - September 2004
Franklin Templeton Investments November 1999 - February 2003
Skills
Outlook, Teamwork, Event Planning, Microsoft Excel, Mutual Funds, Marketing Communications, Budgets, Microsoft Office, Administrative..., Investments, Office Management, Event Management, Customer Service, PowerPoint, Microsoft Word, Financial Services, Time Management, Marketing, Leadership, Administration, Human Resources, Analysis, Administrative...
Education
Centennial College 1993 — 1996
Diploma
Fidelity Clearing Canada June 2010 - Present
Fidelity Investments January 2006 - June 2010
Alberta Home Builder's Association October 2004 - April 2005
Alberta Home Builders Association March 2004 - September 2004
Franklin Templeton Investments November 1999 - February 2003
Skills
Outlook, Teamwork, Event Planning, Microsoft Excel, Mutual Funds, Marketing Communications, Budgets, Microsoft Office, Administrative..., Investments, Office Management, Event Management, Customer Service, PowerPoint, Microsoft Word, Financial Services, Time Management, Marketing, Leadership, Administration, Human Resources, Analysis, Administrative...
Education
Centennial College 1993 — 1996
Diploma
Oren Lane's Franklin Templeton Investments Experience 1997 - 1998
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial December 2009 - Present
ING January 2008 - January 2009
SunAmerica Financial Group 2001 - 2008
OppenheimerFunds 1998 - 2001
Franklin Templeton Investments 1997 - 1998
Skills
Series 63, Series 7, Series 24, Investments, Alternative Investments, FINRA, Uniform Combined State..., Investment Advisory, ETFs, Strategic Financial..., Investment Strategies, Asset Managment, Financial Advisory, Life Insurance, Portfolio Management
Education
The American College 2010 — 2012
Master's degree, Financial Services
Central Michigan University 1981 — 1985
B.S. in Business Adm., Finance, Marketing
Howell High School 1978 — 1981
College Prep
Nationwide Financial December 2009 - Present
ING January 2008 - January 2009
SunAmerica Financial Group 2001 - 2008
OppenheimerFunds 1998 - 2001
Franklin Templeton Investments 1997 - 1998
Skills
Series 63, Series 7, Series 24, Investments, Alternative Investments, FINRA, Uniform Combined State..., Investment Advisory, ETFs, Strategic Financial..., Investment Strategies, Asset Managment, Financial Advisory, Life Insurance, Portfolio Management
Education
The American College 2010 — 2012
Master's degree, Financial Services
Central Michigan University 1981 — 1985
B.S. in Business Adm., Finance, Marketing
Howell High School 1978 — 1981
College Prep
Justine Johnson's Franklin Templeton Investments Experience November 2005 - October 2010
Job Senior Coordinator at Capital One
Industry Investment Banking
Experience
Capital One July 2013 - Present
Mitsubishi UFJ Securities (USA), Inc. October 2012 - June 2013
Anheuser-Busch InBev August 2012 - October 2012
The Carlyle Group March 2011 - June 2011
Franklin Templeton Investments November 2005 - October 2010
Skills
Office Administration, Reporting & Analysis, Financial Modeling, Corporate Finance, Financial Analysis, Market Research, Private Equity
Education
City University of New York-Brooklyn College
Bachelor's of Arts, International Economics
City University of New York-Brooklyn College
Bachelor's of Business Administration (B.B.A.), Business Finance & Investments
New York University
Certificate, Portfolio Management: Equity & Real Estate
Capital One July 2013 - Present
Mitsubishi UFJ Securities (USA), Inc. October 2012 - June 2013
Anheuser-Busch InBev August 2012 - October 2012
The Carlyle Group March 2011 - June 2011
Franklin Templeton Investments November 2005 - October 2010
Skills
Office Administration, Reporting & Analysis, Financial Modeling, Corporate Finance, Financial Analysis, Market Research, Private Equity
Education
City University of New York-Brooklyn College
Bachelor's of Arts, International Economics
City University of New York-Brooklyn College
Bachelor's of Business Administration (B.B.A.), Business Finance & Investments
New York University
Certificate, Portfolio Management: Equity & Real Estate
Patrick J Corkery's Franklin Templeton Investments Experience May 2000 - Present
Job Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments May 2000 - Present
Skills
Mutual Funds, Asset Allocation, Retirement Planning, Hedge Funds, Relationship Management, Alternative Investments, Strategic Financial..., Derivatives, Capital Markets, Financial Analysis, Investment Strategies, Financial Markets, Retirement, Investment Advisory, Insurance, Financial Planning
Education
Canisius College 1988 — 1992
BA, Criminial Justice
Clearwater Central Catholic HS 1984 — 1988
Franklin Templeton Investments May 2000 - Present
Skills
Mutual Funds, Asset Allocation, Retirement Planning, Hedge Funds, Relationship Management, Alternative Investments, Strategic Financial..., Derivatives, Capital Markets, Financial Analysis, Investment Strategies, Financial Markets, Retirement, Investment Advisory, Insurance, Financial Planning
Education
Canisius College 1988 — 1992
BA, Criminial Justice
Clearwater Central Catholic HS 1984 — 1988
Terry Buckley, CFA's Franklin Templeton Investments Experience 1999 - 2009
Job Institutional Asset Management Sales
Industry Investment Management
Experience
TIAA-CREF, TC Asset Management July 2010 - June 2014
Franklin Templeton Investments 1999 - 2009
Barclays Global Investors 1996 - 1999
Fisher Investments 1993 - 1995
Skills
Sales, Client Services, Equities, Fixed Income, Institutional..., Management, Marketing, Series 7, Series 63
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
MBA, Finance Emphasis
Washington State University - College of Business and Economics 1978 — 1981
BA, Finance
TIAA-CREF, TC Asset Management July 2010 - June 2014
Franklin Templeton Investments 1999 - 2009
Barclays Global Investors 1996 - 1999
Fisher Investments 1993 - 1995
Skills
Sales, Client Services, Equities, Fixed Income, Institutional..., Management, Marketing, Series 7, Series 63
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
MBA, Finance Emphasis
Washington State University - College of Business and Economics 1978 — 1981
BA, Finance
Shelly Painter's Franklin Templeton Investments Experience 1992 - 2009
Job Regional Head Asia at Vanguard Investments Hong Kong
Industry
Experience
Vanguard Investments Hong Kong 2011 - Present
Vanguard 2009 - 2009
Franklin Templeton Investments 1992 - 2009
Franklin Templeton Investments 1992 - 2009
Education
Central Michigan University
B.S. in B.A., Accounting
Vanguard Investments Hong Kong 2011 - Present
Vanguard 2009 - 2009
Franklin Templeton Investments 1992 - 2009
Franklin Templeton Investments 1992 - 2009
Education
Central Michigan University
B.S. in B.A., Accounting
Willy Leung's Franklin Templeton Investments Experience January 2004 - January 2007
Job Food Clerk at Safeway
Industry Supermarkets
Experience
Safeway January 2010 - Present
Fiduciary Trust/ Kelly Services March 2015 - April 2015
San Francisco Police Department January 2007 - September 2007
Franklin Templeton Investments January 2004 - January 2007
U.S. Bancorp Inc. April 2000 - December 2003
Pierson, Coats & Palash October 1997 - March 2000
Skills
Grocery, Customer Service, Microsoft Office, Word, PowerPoint, Data Entry, Outlook, Excel, Cashiering, Teamwork, Inventory Control, Retail, Time Management, Microsoft Excel, Sales, Telephone Skills, Inventory Management, Microsoft Word, Customer Satisfaction
Education
Skyline College 2004 — 2008
General Studies
City College of San Francisco
General Studies
Safeway January 2010 - Present
Fiduciary Trust/ Kelly Services March 2015 - April 2015
San Francisco Police Department January 2007 - September 2007
Franklin Templeton Investments January 2004 - January 2007
U.S. Bancorp Inc. April 2000 - December 2003
Pierson, Coats & Palash October 1997 - March 2000
Skills
Grocery, Customer Service, Microsoft Office, Word, PowerPoint, Data Entry, Outlook, Excel, Cashiering, Teamwork, Inventory Control, Retail, Time Management, Microsoft Excel, Sales, Telephone Skills, Inventory Management, Microsoft Word, Customer Satisfaction
Education
Skyline College 2004 — 2008
General Studies
City College of San Francisco
General Studies
Olga Kopityanski's Franklin Templeton Investments Experience April 2014 - May 2014
Job Corporate Recruiter at INC Research
Industry Human Resources
Experience
INC Research April 2015 - Present
Thales Canada July 2014 - November 2014
Franklin Templeton Investments April 2014 - May 2014
HOOPP (Healthcare of Ontario Pension Plan) August 2013 - March 2014
Sunnybrook Health Sciences Centre August 2012 - August 2013
Bell Technical Solutions November 2011 - June 2012
Mercer November 2010 - September 2011
C & M Maintenance Services May 2008 - December 2010
Skills
Recruiting, Labor Relations, Conflict Resolution, Benefits Administration, New Hire Orientations, Employee Relations, Human Resources, Talent Acquisition, HRIS, HR Policies, Employee Benefits, Employment Law, Talent Management, HOOPP Administration, Employee Training
Education
Centennial College 2008 — 2012
Diploma, Human Resources
INC Research April 2015 - Present
Thales Canada July 2014 - November 2014
Franklin Templeton Investments April 2014 - May 2014
HOOPP (Healthcare of Ontario Pension Plan) August 2013 - March 2014
Sunnybrook Health Sciences Centre August 2012 - August 2013
Bell Technical Solutions November 2011 - June 2012
Mercer November 2010 - September 2011
C & M Maintenance Services May 2008 - December 2010
Skills
Recruiting, Labor Relations, Conflict Resolution, Benefits Administration, New Hire Orientations, Employee Relations, Human Resources, Talent Acquisition, HRIS, HR Policies, Employee Benefits, Employment Law, Talent Management, HOOPP Administration, Employee Training
Education
Centennial College 2008 — 2012
Diploma, Human Resources
Ken Masongsong's Franklin Templeton Investments Experience Co FounderWed Events DesignDecember 2012 - Present
Job at
Industry Financial Services
Experience
Franklin Templeton Investments Co FounderWed Events DesignDecember 2012 - Present
Winners Apparel March 1996 - September 1998
Versa Food Services September 1995 - September 1998
TD Bank Group June 1995 - September 1997
Okura International English School March 1994 - June 1995
Pollara Strategic Insights September 1989 - July 1994
Warner Bros. Entertainment Group of Companies September 1991 - January 1994
Skills
Mutual Funds, Fixed Income, Equities, Asset Management
Education
Xincon Technological Institute 2000 — 2000
A+ Technician, Computer hardware
Seneca College of Applied Arts and Technology 1996 — 1998
Adult Education, Adult Instructional Development
Seneca College of Applied Arts and Technology 1995 — 1998
Conversation Japanese, Japanese Language
Mikokoro Center 1994 — 1995
Japanese Culture and Language, Japanese Culture and Language
Carleton University 1991 — 1993
Economics, Business Economics
Brebeuf College High School
Franklin Templeton Investments Co FounderWed Events DesignDecember 2012 - Present
Winners Apparel March 1996 - September 1998
Versa Food Services September 1995 - September 1998
TD Bank Group June 1995 - September 1997
Okura International English School March 1994 - June 1995
Pollara Strategic Insights September 1989 - July 1994
Warner Bros. Entertainment Group of Companies September 1991 - January 1994
Skills
Mutual Funds, Fixed Income, Equities, Asset Management
Education
Xincon Technological Institute 2000 — 2000
A+ Technician, Computer hardware
Seneca College of Applied Arts and Technology 1996 — 1998
Adult Education, Adult Instructional Development
Seneca College of Applied Arts and Technology 1995 — 1998
Conversation Japanese, Japanese Language
Mikokoro Center 1994 — 1995
Japanese Culture and Language, Japanese Culture and Language
Carleton University 1991 — 1993
Economics, Business Economics
Brebeuf College High School
jury garcia's Franklin Templeton Investments Experience August 1998 - March 2000
Job Salaried Acounting Consultant at Robert Half Finance & Accounting
Industry Banking
Experience
Robert Half Finance & Accounting February 2015 - Present
City National Bank March 2011 - March 2012
First Republic Bank March 2000 - April 2010
Franklin Templeton Investments August 1998 - March 2000
Education
City College of San Francisco
Robert Half Finance & Accounting February 2015 - Present
City National Bank March 2011 - March 2012
First Republic Bank March 2000 - April 2010
Franklin Templeton Investments August 1998 - March 2000
Education
City College of San Francisco
Susan Ries's Franklin Templeton Investments Experience January 2011 - Present
Job Legal Transfers Senior Associate in Customer Operations
Industry Financial Services
Experience
Franklin Templeton Investments January 2011 - Present
Roseville City, Dry Creek Joint Elementary, & Elk Grove Unified School Districts March 2009 - April 2011
Gallagher Benefit Services July 2009 - October 2010
CarMax March 2006 - August 2008
Skills
Customer Service, PowerPoint, Microsoft Office, Coaching, Microsoft Excel, Training, Outlook, Microsoft Word, Leadership, Team Building, Human Resources, Business, Analysis, Finance, Marketing
Education
California State University-Sacramento 2006 — 2008
BA, Business Administration / Human Resources
California State University-Sacramento 2008 — 2009
SB 2042 Multiple Subjects Teaching Credential w/ ELL Authorization, Multiple Subjects Teaching Credential Program
Franklin Templeton Investments January 2011 - Present
Roseville City, Dry Creek Joint Elementary, & Elk Grove Unified School Districts March 2009 - April 2011
Gallagher Benefit Services July 2009 - October 2010
CarMax March 2006 - August 2008
Skills
Customer Service, PowerPoint, Microsoft Office, Coaching, Microsoft Excel, Training, Outlook, Microsoft Word, Leadership, Team Building, Human Resources, Business, Analysis, Finance, Marketing
Education
California State University-Sacramento 2006 — 2008
BA, Business Administration / Human Resources
California State University-Sacramento 2008 — 2009
SB 2042 Multiple Subjects Teaching Credential w/ ELL Authorization, Multiple Subjects Teaching Credential Program
Leann Sauve-Jervis's Franklin Templeton Investments Experience August 2012 - Present
Job CS SpecialistCommunications and Projects at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2012 - Present
Franklin Templeton Investments October 2007 - August 2012
Franklin Templeton Investments November 2004 - October 2007
TD May 2003 - November 2004
Skills
Mutual Funds, Quality Center, User Acceptance Testing, Banking, Risk Management, Transfer Agency, Financial Services, Business Analysis, Relationship Management, Team Building, Wealth Management, Securities, Investments, Team Leadership
Education
Centennial College 2011 — 2015
Effective Project Management, A
Durham College 2001 — 2003
Business Administration and Management, General, B
Franklin Templeton Investments August 2012 - Present
Franklin Templeton Investments October 2007 - August 2012
Franklin Templeton Investments November 2004 - October 2007
TD May 2003 - November 2004
Skills
Mutual Funds, Quality Center, User Acceptance Testing, Banking, Risk Management, Transfer Agency, Financial Services, Business Analysis, Relationship Management, Team Building, Wealth Management, Securities, Investments, Team Leadership
Education
Centennial College 2011 — 2015
Effective Project Management, A
Durham College 2001 — 2003
Business Administration and Management, General, B
Bibi Alli's Franklin Templeton Investments Experience April 2013 - Present
Job Instructional Designer and Facilitator at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2013 - Present
Franklin Templeton Investments January 2009 - March 2013
Franklin Templeton Investments December 2007 - December 2008
Skills
Training Delivery, Coaching, Call Center Development, Customer Service, Instructor-led Training, Staff Development
Education
Centennial College 1994 — 1997
International Business
Centennial College
Trainer of Adults Certificate, Learning and development, High honors
Franklin Templeton Investments April 2013 - Present
Franklin Templeton Investments January 2009 - March 2013
Franklin Templeton Investments December 2007 - December 2008
Skills
Training Delivery, Coaching, Call Center Development, Customer Service, Instructor-led Training, Staff Development
Education
Centennial College 1994 — 1997
International Business
Centennial College
Trainer of Adults Certificate, Learning and development, High honors
Scott Osborn's Franklin Templeton Investments Experience October 2005 - September 2006
Job Financial Analyst at Employees Retirement System of Texas
Industry Investment Management
Experience
Employees Retirement System of Texas September 2006 - Present
Franklin Templeton Investments October 2005 - September 2006
Barclays Global Investors November 2001 - June 2004
Franklin Templeton Investments February 1998 - November 2001
Morgan Stanley January 1997 - December 1997
Education
Golden Gate University 1998 — 2001
Master of Business Administration (MBA), Finance
California State University-Sacramento 1994 — 1996
Bachelor of Science (BS), Business Administration and Management, Finance
Employees Retirement System of Texas September 2006 - Present
Franklin Templeton Investments October 2005 - September 2006
Barclays Global Investors November 2001 - June 2004
Franklin Templeton Investments February 1998 - November 2001
Morgan Stanley January 1997 - December 1997
Education
Golden Gate University 1998 — 2001
Master of Business Administration (MBA), Finance
California State University-Sacramento 1994 — 1996
Bachelor of Science (BS), Business Administration and Management, Finance
Dwight Whilby's Franklin Templeton Investments Experience February 2011 - 2014
Job Senior Financial Analyst
Industry Financial Services
Experience
Franklin Templeton Investments February 2011 - 2014
JP Morgan Chase June 1993 - July 2003
PwC 1988 - 1991
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Banking, Essbase, Strategic Financial..., Valuation, Variance Analysis, Treasury Management, Sarbanes-Oxley Act, Portfolio Management, Mutual Funds, Managerial Finance, Loans, Investments, Investment Banking, Internal Controls, Forecasting, Fixed Income, Financial Risk, Financial Reporting, Finance, Equities, Derivatives, Credit Risk, Credit Analysis, Credit, Cash Management, Cash Flow, Capital Markets, Bloomberg, Asset Management, Accounting
Education
Keiser University-Ft Lauderdale
Master’s Degree, International Business
Cheyney University of Pennsylvania
Bachelor’s Degree, Accounting
Franklin Templeton Investments February 2011 - 2014
JP Morgan Chase June 1993 - July 2003
PwC 1988 - 1991
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Banking, Essbase, Strategic Financial..., Valuation, Variance Analysis, Treasury Management, Sarbanes-Oxley Act, Portfolio Management, Mutual Funds, Managerial Finance, Loans, Investments, Investment Banking, Internal Controls, Forecasting, Fixed Income, Financial Risk, Financial Reporting, Finance, Equities, Derivatives, Credit Risk, Credit Analysis, Credit, Cash Management, Cash Flow, Capital Markets, Bloomberg, Asset Management, Accounting
Education
Keiser University-Ft Lauderdale
Master’s Degree, International Business
Cheyney University of Pennsylvania
Bachelor’s Degree, Accounting
Tamra McClenaghan's Franklin Templeton Investments Experience
Job
Industry Financial Services
Experience
Franklin Templeton Investments
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing
Education
California State University-Sacramento
Bachelor of Applied Science (B.A.Sc.), Finance, General
Franklin Templeton Investments
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing
Education
California State University-Sacramento
Bachelor of Applied Science (B.A.Sc.), Finance, General
Lea Reed's Franklin Templeton Investments Experience January 1996 - August 2001
Job Sr Accountant at Exterran
Industry Oil & Energy
Experience
Exterran July 2013 - Present
Ricoh Americas Corporation November 2005 - July 2013
Oracle Corporation August 2001 - September 2005
Franklin Templeton Investments January 1996 - August 2001
Skills
General Ledger, Account Reconciliation, Accounting, Accounts Payable, Accruals, Financial Accounting, Journal Entries, Essbase, Revenue Recognition, Variance Analysis, Microsoft Excel, Oil, Financial Analysis, Accounts Receivable, Cost Accounting, Internal Controls, Finance, Financial Reporting, Auditing
Education
Central Philippine University 1988 — 1993
Bachelor of Science (B.S.), Accounting
Central Philippine University 1988 — 1993
Bachelor of Science in Commerce, Accounting
Central Philippine University
Bachelor of Science in Commerce, Accounting
Exterran July 2013 - Present
Ricoh Americas Corporation November 2005 - July 2013
Oracle Corporation August 2001 - September 2005
Franklin Templeton Investments January 1996 - August 2001
Skills
General Ledger, Account Reconciliation, Accounting, Accounts Payable, Accruals, Financial Accounting, Journal Entries, Essbase, Revenue Recognition, Variance Analysis, Microsoft Excel, Oil, Financial Analysis, Accounts Receivable, Cost Accounting, Internal Controls, Finance, Financial Reporting, Auditing
Education
Central Philippine University 1988 — 1993
Bachelor of Science (B.S.), Accounting
Central Philippine University 1988 — 1993
Bachelor of Science in Commerce, Accounting
Central Philippine University
Bachelor of Science in Commerce, Accounting
Vanguard
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments