Franklin Templeton Investments
Industry: Investment management company
DescriptionFranklin Resources Inc. is an American holding company that, together with its subsidiaries, is referred to as Franklin Templeton Investments; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc. Assets under management: 753.2 billion USD (2017) Customer service: 0800 305306 CEO: Gregory E. Johnson (31 Jul 2005–) Subsidiaries: Franklin Templeton International Services SA,
Franklin Templeton Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Franklin Templeton Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Franklin Templeton Investments Employees
Employee
Years
Job
Industry
Sophia Muller Sophia Muller's Franklin Templeton Investments Experience July 2014 - September 2015
Job iShares Analyst at BlackRock
Industry Financial Services
Experience
BlackRock September 2015 - Present
Franklin Templeton Investments July 2014 - September 2015
Neiman Marcus January 2014 - June 2014
UBS Wealth Management September 2013 - June 2014
Skills
Microsoft Office, Microsoft Excel, Regression Analysis, PowerPoint, Marketing, Time Management, Microsoft Word, Data Analysis, Social Media, Economics, Editing, Teamwork, Research, Leadership, Investments, Social Media Marketing, Facebook, Social Networking, Spanish
Education
Connecticut College 2010 — 2013
Bachelor of Arts (BA), Economics
BlackRock September 2015 - Present
Franklin Templeton Investments July 2014 - September 2015
Neiman Marcus January 2014 - June 2014
UBS Wealth Management September 2013 - June 2014
Skills
Microsoft Office, Microsoft Excel, Regression Analysis, PowerPoint, Marketing, Time Management, Microsoft Word, Data Analysis, Social Media, Economics, Editing, Teamwork, Research, Leadership, Investments, Social Media Marketing, Facebook, Social Networking, Spanish
Education
Connecticut College 2010 — 2013
Bachelor of Arts (BA), Economics
Karen Landi Karen Landi's Franklin Templeton Investments Experience April 2006 - Present
Job Executive Assistant
Industry Financial Services
Experience
Franklin Templeton Investments April 2006 - Present
Green Hills Country Club 2000 - 2006
Genentech 1999 - 1999
Crawford & Company 1985 - 1996
Skills
Administrative..., Expenses, Lotus Notes, Microsoft Excel, Microsoft Publisher, Outlook, PeopleSoft, PowerPoint, Spreadsheets, Travel Arrangements, Visio, Customer Service, Training, Office Management, Time Management, SharePoint, Office Administration, Microsoft Word, Microsoft Office, Event Planning, Budgets, Administrative...
Education
College of San Mateo
Business Administration and Management, General
El Camino High School
Highlands Christian Academy, San Bruno
Franklin Templeton Investments April 2006 - Present
Green Hills Country Club 2000 - 2006
Genentech 1999 - 1999
Crawford & Company 1985 - 1996
Skills
Administrative..., Expenses, Lotus Notes, Microsoft Excel, Microsoft Publisher, Outlook, PeopleSoft, PowerPoint, Spreadsheets, Travel Arrangements, Visio, Customer Service, Training, Office Management, Time Management, SharePoint, Office Administration, Microsoft Word, Microsoft Office, Event Planning, Budgets, Administrative...
Education
College of San Mateo
Business Administration and Management, General
El Camino High School
Highlands Christian Academy, San Bruno
Mike Kolatschek's Franklin Templeton Investments Experience 2003 - 2004
Job Internal Communications Manager McDonald's Restaurants of Canada Ltd.
Industry Food & Beverages
Experience
McDonald's Canada December 2007 - Present
Hudson's Bay Company 2004 - 2007
Franklin Templeton Investments 2003 - 2004
Invesco Canada (Invesco Trimark) 2000 - 2004
Skills
Corporate Communications, Internal Communications, Social Media, Event Management, Coaching, Training, Leadership, Graphic Design, Marketing Communications, Intranet Strategy, Content Management, Intranet, Marketing Strategy, Strategy, Social Media Marketing, Advertising, Strategic Planning, Newsletters, Marketing, Public Relations
Education
University of Toronto School of Continuing Studies 2013 — 2014
Certificate in Digital Strategy and Communications Management
University of Toronto School of Continuing Studies 2002 — 2004
Certificate in Marketing
Concordia University 1993 — 1996
BFA, Communications, Design, Marketing
McDonald's Canada December 2007 - Present
Hudson's Bay Company 2004 - 2007
Franklin Templeton Investments 2003 - 2004
Invesco Canada (Invesco Trimark) 2000 - 2004
Skills
Corporate Communications, Internal Communications, Social Media, Event Management, Coaching, Training, Leadership, Graphic Design, Marketing Communications, Intranet Strategy, Content Management, Intranet, Marketing Strategy, Strategy, Social Media Marketing, Advertising, Strategic Planning, Newsletters, Marketing, Public Relations
Education
University of Toronto School of Continuing Studies 2013 — 2014
Certificate in Digital Strategy and Communications Management
University of Toronto School of Continuing Studies 2002 — 2004
Certificate in Marketing
Concordia University 1993 — 1996
BFA, Communications, Design, Marketing
Ericson Herbas Ericson Herbas's Franklin Templeton Investments Experience 1997 - 2000
Job Graphic Designer at Latham & Watkins
Industry Law Practice
Experience
Latham & Watkins 2005 - Present
OIC 2004 - 2005
Pearson & Co. 2000 - 2003
Franklin Templeton Investments 1997 - 2000
Godbe Communications 1995 - 1996
Small Business Exchange, Inc. 1992 - 1994
Skills
Illustrator, InDesign, Graphic Design, Dreamweaver, Photoshop, Adobe Creative Suite, Web Design, Mac, Advertising, Adobe Acrobat, Typography, Corporate Identity, Graphics, Illustration, Packaging, Logo Design, Photography, Corporate Branding, Publications, Blogging, Editing, Creative Direction, Newsletters, Facebook, WordPress, Visual Communication, User Experience, Copywriting, Email Marketing, Brand Development, Layout, Brochures, Banners, Editorial, Digital Media, Social Media Marketing, OS X, Social Networking, Creative Writing, Video, Posters
Education
San Francisco State University 1993 — 1995
BA, Industrial Design
College of San Mateo 1991 — 1993
AA, Liberal Arts
Latham & Watkins 2005 - Present
OIC 2004 - 2005
Pearson & Co. 2000 - 2003
Franklin Templeton Investments 1997 - 2000
Godbe Communications 1995 - 1996
Small Business Exchange, Inc. 1992 - 1994
Skills
Illustrator, InDesign, Graphic Design, Dreamweaver, Photoshop, Adobe Creative Suite, Web Design, Mac, Advertising, Adobe Acrobat, Typography, Corporate Identity, Graphics, Illustration, Packaging, Logo Design, Photography, Corporate Branding, Publications, Blogging, Editing, Creative Direction, Newsletters, Facebook, WordPress, Visual Communication, User Experience, Copywriting, Email Marketing, Brand Development, Layout, Brochures, Banners, Editorial, Digital Media, Social Media Marketing, OS X, Social Networking, Creative Writing, Video, Posters
Education
San Francisco State University 1993 — 1995
BA, Industrial Design
College of San Mateo 1991 — 1993
AA, Liberal Arts
Michelle Temeyer Michelle Temeyer's Franklin Templeton Investments Experience December 1989 - June 1999
Job Client Services Director at Dailey Communications, Inc.
Industry Marketing and Advertising
Experience
Dailey Communications February 2007 - Present
WFLA-TV January 2002 - February 2007
Franklin Templeton Investments December 1989 - June 1999
Skills
Media Buying, Digital Media, Direct Marketing, Online Advertising, Display Advertising, Advertising, Outdoor Advertising, Direct Mail, Copywriting, Brand Awareness, Online Marketing, Media Planning
Education
College of San Mateo 1985 — 1988
Dailey Communications February 2007 - Present
WFLA-TV January 2002 - February 2007
Franklin Templeton Investments December 1989 - June 1999
Skills
Media Buying, Digital Media, Direct Marketing, Online Advertising, Display Advertising, Advertising, Outdoor Advertising, Direct Mail, Copywriting, Brand Awareness, Online Marketing, Media Planning
Education
College of San Mateo 1985 — 1988
Misty Anderson Misty Anderson's Franklin Templeton Investments Experience August 1999 - April 2001
Job Computer Systems Analyst at Lockheed Martin
Industry Information Technology and Services
Experience
Lockheed Martin 2006 - Present
IBM April 2001 - October 2006
Franklin Templeton Investments August 1999 - April 2001
Skills
Unix Shell Scripting, Unix, Windows, Control-M, Aperture, Crystal Reports, Connect Direct, Secure FTP
Education
Colorado State University-Global Campus 2014 — 2016
Master of Science (M.S.), Management Information Systems, General
Colorado Technical University 2008 — 2012
Bachelor of Business Administration (BBA), Information Technology
Sierra College 1996 — 1998
Lockheed Martin 2006 - Present
IBM April 2001 - October 2006
Franklin Templeton Investments August 1999 - April 2001
Skills
Unix Shell Scripting, Unix, Windows, Control-M, Aperture, Crystal Reports, Connect Direct, Secure FTP
Education
Colorado State University-Global Campus 2014 — 2016
Master of Science (M.S.), Management Information Systems, General
Colorado Technical University 2008 — 2012
Bachelor of Business Administration (BBA), Information Technology
Sierra College 1996 — 1998
Steve Griffis, PMP, CSM Steve Griffis, PMP, CSM's Franklin Templeton Investments Experience 1999 - 2003
Job Sr. Project Manager at Visa
Industry Information Technology and Services
Experience
Visa February 2014 - Present
Visa (TEK Systems) June 2012 - November 2013
Pacific Gas & Electric Co. (TEK Systems) April 2010 - May 2012
Robert Half International March 2008 - March 2009
Gap Inc. June 2003 - February 2008
Franklin Templeton Investments 1999 - 2003
Proxicom 1997 - 1999
Vision 2000 Technology Consultants 1994 - 1996
PwC Consulting 1991 - 1993
Skills
ERP, PMO, Integration, PMP, Solution Architecture, Change Management, Quality Assurance, Project Management, MS Project, Project Delivery, Risk Management, ITIL, Project Planning, Strategy, Vendor Management, Resource Management, Oracle, Management Consulting, Leadership, Enterprise Software, Program Management, Software Development, Business Analysis, Management, Software Project..., Testing, SDLC, SharePoint, Project Portfolio..., Microsoft Project
Education
Stanford University Professional Education 1985 — 1985
Certificate, Stanford Publishing Course
College of San Mateo 1974 — 1975
Project Management Institute
Certification, Project Management Professional
Visa February 2014 - Present
Visa (TEK Systems) June 2012 - November 2013
Pacific Gas & Electric Co. (TEK Systems) April 2010 - May 2012
Robert Half International March 2008 - March 2009
Gap Inc. June 2003 - February 2008
Franklin Templeton Investments 1999 - 2003
Proxicom 1997 - 1999
Vision 2000 Technology Consultants 1994 - 1996
PwC Consulting 1991 - 1993
Skills
ERP, PMO, Integration, PMP, Solution Architecture, Change Management, Quality Assurance, Project Management, MS Project, Project Delivery, Risk Management, ITIL, Project Planning, Strategy, Vendor Management, Resource Management, Oracle, Management Consulting, Leadership, Enterprise Software, Program Management, Software Development, Business Analysis, Management, Software Project..., Testing, SDLC, SharePoint, Project Portfolio..., Microsoft Project
Education
Stanford University Professional Education 1985 — 1985
Certificate, Stanford Publishing Course
College of San Mateo 1974 — 1975
Project Management Institute
Certification, Project Management Professional
Paul Vaillancourt, CFA Paul Vaillancourt, CFA's Franklin Templeton Investments Experience April 2001 - April 2010
Job Executive Vice President Fiera Capital Private Wealth
Industry Investment Management
Experience
Fiera Capital Corporation November 2014 - Present
Fiera Capital Corporation December 2012 - November 2014
Societe Generale Private Banking March 2011 - December 2012
Societe Generale Private Banking May 2010 - December 2012
Franklin Templeton Investments April 2001 - April 2010
RBC January 1990 - April 2001
Skills
Investments, Asset Management, Business Strategy, Equities, Portfolio Management, Strategic Planning, Alternative Investments, Sports Coaching
Education
CFA Institute 1996 — 1998
CFA, Charter
Concordia University 1987 — 1989
Bachelor's degree, Business Administration
National Coaching Certification Program
Level 3, Hockey, Baseball, Football
Fiera Capital Corporation November 2014 - Present
Fiera Capital Corporation December 2012 - November 2014
Societe Generale Private Banking March 2011 - December 2012
Societe Generale Private Banking May 2010 - December 2012
Franklin Templeton Investments April 2001 - April 2010
RBC January 1990 - April 2001
Skills
Investments, Asset Management, Business Strategy, Equities, Portfolio Management, Strategic Planning, Alternative Investments, Sports Coaching
Education
CFA Institute 1996 — 1998
CFA, Charter
Concordia University 1987 — 1989
Bachelor's degree, Business Administration
National Coaching Certification Program
Level 3, Hockey, Baseball, Football
Nancy Borg Nancy Borg's Franklin Templeton Investments Experience March 1997 - Present
Job Sr. Administrative Assistant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments March 1997 - Present
Raychem Corporation 1995 - 1997
Inter Finance Limited 1994 - 1995
Computer Solutions Ltd. 1993 - 1994
Raychem Corporation 1984 - 1992
Skills
Accounts Payable, Account Reconciliation, Accounting, Administrative..., Administrative..., Auditing, Banking, Confidentiality, Customer Service, Expense Reports, Management, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Policies & Procedures..., SharePoint, Software Documentation, Travel Arrangements
Education
College of San Mateo
Associate of Arts, Merchandising
San Francisco State University
Marketing
San Mateo High School
Franklin Templeton Investments March 1997 - Present
Raychem Corporation 1995 - 1997
Inter Finance Limited 1994 - 1995
Computer Solutions Ltd. 1993 - 1994
Raychem Corporation 1984 - 1992
Skills
Accounts Payable, Account Reconciliation, Accounting, Administrative..., Administrative..., Auditing, Banking, Confidentiality, Customer Service, Expense Reports, Management, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Policies & Procedures..., SharePoint, Software Documentation, Travel Arrangements
Education
College of San Mateo
Associate of Arts, Merchandising
San Francisco State University
Marketing
San Mateo High School
Anoop Sreenivasan's Franklin Templeton Investments Experience November 2010 - Present
Job Manager, Global Web Digital Marketing at Franklin Templeton Investments
Industry Computer Software
Experience
Franklin Templeton Investments November 2010 - Present
E*TRADE Financial March 2008 - November 2010
Apple January 2006 - March 2008
Infosys @ Cisco , Intel and Ericsson January 2001 - January 2006
Skills
Business Strategy, Business Analysis, Team Leadership, Team Building, Mobile Product..., Distributed Team..., Strategic Planning, Project Management, Program Management, Mobile Applications, Web Applications, Social Media, Web Marketing, Web Content Management, Management, SDLC, Product Management, Project Planning, Competitive Analysis, Leadership, Project Delivery, Agile Project Management, Project Portfolio..., Scrum, Requirements Analysis, Vendor Management, PMP, Software Project..., Cross-functional Team..., Requirements Gathering, PMO, Agile Methodologies, Cloud Computing, Strategy, Software Development, Process Improvement, Mobile Devices, Business Intelligence, Analysis, Integration, IT Strategy, CRM, Consulting, E-commerce, Enterprise Software, SaaS, Analytics
Education
Cochin University of Science and Technology 1998 — 2000
MBA
Mahatma Gandhi University 1994 — 1998
Bachelor of Technology (BTech), Electrical and Electronics
Franklin Templeton Investments November 2010 - Present
E*TRADE Financial March 2008 - November 2010
Apple January 2006 - March 2008
Infosys @ Cisco , Intel and Ericsson January 2001 - January 2006
Skills
Business Strategy, Business Analysis, Team Leadership, Team Building, Mobile Product..., Distributed Team..., Strategic Planning, Project Management, Program Management, Mobile Applications, Web Applications, Social Media, Web Marketing, Web Content Management, Management, SDLC, Product Management, Project Planning, Competitive Analysis, Leadership, Project Delivery, Agile Project Management, Project Portfolio..., Scrum, Requirements Analysis, Vendor Management, PMP, Software Project..., Cross-functional Team..., Requirements Gathering, PMO, Agile Methodologies, Cloud Computing, Strategy, Software Development, Process Improvement, Mobile Devices, Business Intelligence, Analysis, Integration, IT Strategy, CRM, Consulting, E-commerce, Enterprise Software, SaaS, Analytics
Education
Cochin University of Science and Technology 1998 — 2000
MBA
Mahatma Gandhi University 1994 — 1998
Bachelor of Technology (BTech), Electrical and Electronics
Varun Tej Talupula Varun Tej Talupula's Franklin Templeton Investments Experience May 2012 - August 2014
Job IT Programmer Analyst at Walmart Technology
Industry Retail
Experience
JBS April 2015 - August 2015
Franklin Templeton Investments May 2012 - August 2014
Skills
Unix, Requirements Analysis, C, Java, SQL, Microsoft Office, C++, Matlab, PL/SQL, Oracle, Windows, Programming
Education
Colorado State University 2014 — 2015
Master's degree, Computer Information Systems, 3.90 GPA
Jawaharlal Nehru Technological University 2008 — 2012
Bachelor of Technology (B.Tech.), Electronics and Communications Engineering, 4.00 GPA
JBS April 2015 - August 2015
Franklin Templeton Investments May 2012 - August 2014
Skills
Unix, Requirements Analysis, C, Java, SQL, Microsoft Office, C++, Matlab, PL/SQL, Oracle, Windows, Programming
Education
Colorado State University 2014 — 2015
Master's degree, Computer Information Systems, 3.90 GPA
Jawaharlal Nehru Technological University 2008 — 2012
Bachelor of Technology (B.Tech.), Electronics and Communications Engineering, 4.00 GPA
Heather Waddell Heather Waddell's Franklin Templeton Investments Experience 1996 - Present
Job Portfolio Manager / Equity Research Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 1996 - Present
Skills
Equities, Equity Research, Investments, Portfolio Management
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
University of California, Santa Cruz 1990 — 1994
BA, Economics
Franklin Templeton Investments 1996 - Present
Skills
Equities, Equity Research, Investments, Portfolio Management
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
University of California, Santa Cruz 1990 — 1994
BA, Economics
Tony Pacheco Tony Pacheco's Franklin Templeton Investments Experience May 2013 - Present
Job Advisor Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments May 2013 - Present
MetLife 2006 - 2012
MetLife 2006 - 2008
Skills
Finance, Sales, Wholesale, Coaching, Presentations, Annuity Sales, One On One, Group Meetings, Public Seminars, Continuing Education, Insurance, Disability Insurance, 401k, Relationship Management, Variable Annuities, Series 63, Financial Advisory, Mutual Funds, Series 6, Series 7, Fixed Annuities, Long-term Care, Retirement Planning, Life & Health Insurance..., Retirement, IRAs, Wealth Management, Life Insurance, Financial Services
Education
The University of Georgia 2001 — 2004
Bachelor of Arts (BA), Marketing
Clemson University 2000 — 2001
Computer and Information Sciences, General
Franklin Templeton Investments May 2013 - Present
MetLife 2006 - 2012
MetLife 2006 - 2008
Skills
Finance, Sales, Wholesale, Coaching, Presentations, Annuity Sales, One On One, Group Meetings, Public Seminars, Continuing Education, Insurance, Disability Insurance, 401k, Relationship Management, Variable Annuities, Series 63, Financial Advisory, Mutual Funds, Series 6, Series 7, Fixed Annuities, Long-term Care, Retirement Planning, Life & Health Insurance..., Retirement, IRAs, Wealth Management, Life Insurance, Financial Services
Education
The University of Georgia 2001 — 2004
Bachelor of Arts (BA), Marketing
Clemson University 2000 — 2001
Computer and Information Sciences, General
Gordon Laight's Franklin Templeton Investments Experience April 2004 - March 2011
Job Vice President Sales at NEI Investments
Industry Financial Services
Experience
NEI Investments February 2015 - Present
Investment Planning Counsel / IPC Portfolio Services September 2013 - February 2015
RBC Global Asset Management April 2011 - June 2013
Franklin Templeton Investments April 2004 - March 2011
AIC Limited 2001 - 2004
Bayside Management Consultants (Nassau) 1996 - 2001
Fidelity Investments Canada Ltd. 1991 - 1995
Skills
Investments, Asset Management, Problem Solving, Mutual Funds, Mentoring, Securities, Public Speaking, Wealth Management, New Business Development, Asset Managment, Estate Planning, Investment Management, Financial Services, Investment Advisory, Retirement Planning, Finance, Investment Strategies, Portfolio Management, Asset Allocation, Business Development, Separately Managed..., Alternative Investments, Wealth, ETFs, Relationship Building, Sales Management, Sales & Marketing...
Education
Concordia University
NEI Investments February 2015 - Present
Investment Planning Counsel / IPC Portfolio Services September 2013 - February 2015
RBC Global Asset Management April 2011 - June 2013
Franklin Templeton Investments April 2004 - March 2011
AIC Limited 2001 - 2004
Bayside Management Consultants (Nassau) 1996 - 2001
Fidelity Investments Canada Ltd. 1991 - 1995
Skills
Investments, Asset Management, Problem Solving, Mutual Funds, Mentoring, Securities, Public Speaking, Wealth Management, New Business Development, Asset Managment, Estate Planning, Investment Management, Financial Services, Investment Advisory, Retirement Planning, Finance, Investment Strategies, Portfolio Management, Asset Allocation, Business Development, Separately Managed..., Alternative Investments, Wealth, ETFs, Relationship Building, Sales Management, Sales & Marketing...
Education
Concordia University
Jeff Edgar Jeff Edgar's Franklin Templeton Investments Experience August 2007 - January 2009
Job Experienced Development Professional with expertise in Talent Development, Talent Management and OD.
Industry Human Resources
Experience
Stanford Health Care August 2014 - Present
Stanford University Medical Center March 2011 - July 2014
Brand Toolbox July 2010 - March 2011
Integrity Solutions LLC March 2010 - March 2011
Polarity Management Associates November 2009 - March 2011
CLP Associates March 2009 - March 2011
Sony Playstation October 2009 - March 2010
EQmentor February 2009 - February 2010
Franklin Templeton Investments August 2007 - January 2009
Franklin Templeton Investments May 2000 - September 2007
Skills
Coaching, Change Management, Leadership Development, Talent Management, Organizational..., Training & Development, Employee Training, Performance Management, Executive Coaching, Team Building, Employee Engagement, Training Delivery, Strategic Planning, Training, Leadership, Succession Planning, Workshop Facilitation, Instructional Design, Management, Talent Acquisition, Process Improvement, Program Management, Human Resources, Strategy, Emotional Intelligence, MBTI, Management Development, Organizational Design, Organizational..., Team Leadership, Consulting, Vendor Management, Culture Change, Onboarding, Personnel Management, Workforce Planning, CRM, 360 Feedback, Employee Relations, Performance Improvement
Education
Gestalt Institue Of Cleveland 2003 — 2004
BBI, Organizational Behavior Studies
Colorado State University 1991 — 1994
BA, communications
Stanford Health Care August 2014 - Present
Stanford University Medical Center March 2011 - July 2014
Brand Toolbox July 2010 - March 2011
Integrity Solutions LLC March 2010 - March 2011
Polarity Management Associates November 2009 - March 2011
CLP Associates March 2009 - March 2011
Sony Playstation October 2009 - March 2010
EQmentor February 2009 - February 2010
Franklin Templeton Investments August 2007 - January 2009
Franklin Templeton Investments May 2000 - September 2007
Skills
Coaching, Change Management, Leadership Development, Talent Management, Organizational..., Training & Development, Employee Training, Performance Management, Executive Coaching, Team Building, Employee Engagement, Training Delivery, Strategic Planning, Training, Leadership, Succession Planning, Workshop Facilitation, Instructional Design, Management, Talent Acquisition, Process Improvement, Program Management, Human Resources, Strategy, Emotional Intelligence, MBTI, Management Development, Organizational Design, Organizational..., Team Leadership, Consulting, Vendor Management, Culture Change, Onboarding, Personnel Management, Workforce Planning, CRM, 360 Feedback, Employee Relations, Performance Improvement
Education
Gestalt Institue Of Cleveland 2003 — 2004
BBI, Organizational Behavior Studies
Colorado State University 1991 — 1994
BA, communications
Bridget Michelsen Bridget Michelsen's Franklin Templeton Investments Experience 2007 - 2009
Job Station Manager at Peninsula Television
Industry Broadcast Media
Experience
Peninsula Television January 2015 - Present
Hornblower Cruises & Events May 2008 - Present
Sherpa Digital Media June 2012 - July 2014
Tri Valley Commuity Television May 2010 - September 2013
Franklin Templeton Investments 2007 - 2009
KTVU January 1993 - October 2007
Skills
Photography, Video, Broadcast, Photoshop, Video Editing, Mac, Social Networking, Final Cut Pro, Adobe Creative Suite, Microsoft Office, Video Production, Facebook, Sound, Graphic Design, Audio, Production, Event Planning, Promotions, Digital Project..., Web Streaming, video compression, Organization Skills, remote sports broadcast..., Technical Direction, Leadership, video lighting, video prod, Fundraising, Volunteer Management, Wedding photography, Event Photography, Streaming Media
Education
San Jose State University 1990 — 1992
BA, Broadcast Television
College of San Mateo 1988 — 1990
aa, Broadcasting
Peninsula Television January 2015 - Present
Hornblower Cruises & Events May 2008 - Present
Sherpa Digital Media June 2012 - July 2014
Tri Valley Commuity Television May 2010 - September 2013
Franklin Templeton Investments 2007 - 2009
KTVU January 1993 - October 2007
Skills
Photography, Video, Broadcast, Photoshop, Video Editing, Mac, Social Networking, Final Cut Pro, Adobe Creative Suite, Microsoft Office, Video Production, Facebook, Sound, Graphic Design, Audio, Production, Event Planning, Promotions, Digital Project..., Web Streaming, video compression, Organization Skills, remote sports broadcast..., Technical Direction, Leadership, video lighting, video prod, Fundraising, Volunteer Management, Wedding photography, Event Photography, Streaming Media
Education
San Jose State University 1990 — 1992
BA, Broadcast Television
College of San Mateo 1988 — 1990
aa, Broadcasting
summer yuan's Franklin Templeton Investments Experience May 2012 - September 2012
Job Environmental Analyst at UN Women
Industry Financial Services
Experience
UN Women August 2015 - Present
Earth Institute Center for Environmental Sustainability August 2015 - Present
Columbia University in the City of New York August 2015 - Present
The Port Authority of New York & New Jersey June 2015 - Present
Office of the New York State Attorney General March 2015 - June 2015
Jin Jiang International Industrial Investment CO.,Ltd July 2013 - July 2014
Franklin Templeton Investments May 2012 - September 2012
PwC December 2010 - January 2011
Skills
cooperate finance, Private Equity Funding, Operational Risk..., Financial Modeling, Economics, Equities, Energy Efficiency..., Environmental Science, Portfolio Management, Asset Management, Investments, Editing, Creative Writing
Education
Columbia University in the City of New York 2014 — 2016
Master's Degree, sustainability management, 3.84
Shanghai University of Finance and Economics 2010 — 2014
Bachelor of Science (BS), Econometrics and Quantitative Economics, 3.3/4.0
UN Women August 2015 - Present
Earth Institute Center for Environmental Sustainability August 2015 - Present
Columbia University in the City of New York August 2015 - Present
The Port Authority of New York & New Jersey June 2015 - Present
Office of the New York State Attorney General March 2015 - June 2015
Jin Jiang International Industrial Investment CO.,Ltd July 2013 - July 2014
Franklin Templeton Investments May 2012 - September 2012
PwC December 2010 - January 2011
Skills
cooperate finance, Private Equity Funding, Operational Risk..., Financial Modeling, Economics, Equities, Energy Efficiency..., Environmental Science, Portfolio Management, Asset Management, Investments, Editing, Creative Writing
Education
Columbia University in the City of New York 2014 — 2016
Master's Degree, sustainability management, 3.84
Shanghai University of Finance and Economics 2010 — 2014
Bachelor of Science (BS), Econometrics and Quantitative Economics, 3.3/4.0
Deborah Zandian Deborah Zandian's Franklin Templeton Investments Experience June 1991 - December 1999
Job Manager, Customer Service at Choicelunch
Industry Food & Beverages
Experience
Choicelunch April 2014 - Present
ADP July 2009 - June 2013
ADP October 2008 - July 2009
ADP April 2008 - October 2008
Audatex April 2006 - April 2008
ADP December 2003 - April 2006
Storage Networks, Inc. December 1999 - April 2002
Franklin Templeton Investments June 1991 - December 1999
Skills
Microsoft Excel, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Training, Recruiting, Team Building, Leadership, Management, Dependable Team Player, ADP ReportSmith, ADP E-Time, ADP Payroll, Sales, Human Resources, Sales Operations, Customer Retention, Employee Training, Project Management, Time Management, Customer Satisfaction, Call Centers, Business Development, Salesforce.com, Cross-functional Team..., Team Leadership, Talent Management
Education
College of San Mateo
Associate of Arts (AA), General Studies
San Francisco State University
Bachelor's degree, Business Administration and Management, General
Choicelunch April 2014 - Present
ADP July 2009 - June 2013
ADP October 2008 - July 2009
ADP April 2008 - October 2008
Audatex April 2006 - April 2008
ADP December 2003 - April 2006
Storage Networks, Inc. December 1999 - April 2002
Franklin Templeton Investments June 1991 - December 1999
Skills
Microsoft Excel, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Training, Recruiting, Team Building, Leadership, Management, Dependable Team Player, ADP ReportSmith, ADP E-Time, ADP Payroll, Sales, Human Resources, Sales Operations, Customer Retention, Employee Training, Project Management, Time Management, Customer Satisfaction, Call Centers, Business Development, Salesforce.com, Cross-functional Team..., Team Leadership, Talent Management
Education
College of San Mateo
Associate of Arts (AA), General Studies
San Francisco State University
Bachelor's degree, Business Administration and Management, General
Virginia (Gigi) Mangini Virginia (Gigi) Mangini's Franklin Templeton Investments Experience September 1997 - June 2000
Job Accounting Professional
Industry Accounting
Experience
Self-employed 2007 - Present
Louis J. Rodriguez, CPA February 2013 - April 2013
Norman M. Golden, EA November 2006 - May 2007
Franklin Templeton Investments September 1997 - June 2000
William M Mercer July 1994 - September 1997
Skills
Microsoft Excel, QuickBooks, Microsoft Word, Lacerte, Pro Series
Education
University of California, Berkeley
Bachelor of Arts (BA), Applied Mathematics
College of San Mateo
Accounting - CPA Education Requirements
Self-employed 2007 - Present
Louis J. Rodriguez, CPA February 2013 - April 2013
Norman M. Golden, EA November 2006 - May 2007
Franklin Templeton Investments September 1997 - June 2000
William M Mercer July 1994 - September 1997
Skills
Microsoft Excel, QuickBooks, Microsoft Word, Lacerte, Pro Series
Education
University of California, Berkeley
Bachelor of Arts (BA), Applied Mathematics
College of San Mateo
Accounting - CPA Education Requirements
Mary Synk Mary Synk's Franklin Templeton Investments Experience November 2000 - September 2008
Job Adjunct Faculty Instructor at EmbryRiddle Aeronautical University
Industry Higher Education
Experience
Embry-Riddle Aeronautical University January 2014 - Present
Daytona State College August 2009 - December 2013
Franklin Templeton Investments November 2000 - September 2008
KeyCorp 1985 - 2000
Skills
Adult Education, Public Speaking, Project Management, Team Building, Leadership Development, Program Management, Banking, TESOL, Analysis, Research, Strategy, Instructional Design, Training, Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Teaching, Higher Education, Leadership, Fundraising, Nonprofits, Classroom
Education
Shenandoah University 2012 — 2013
Advanced Professional Certificate, TESOL
Miami University
B.S., English (Education)
University of Kentucky
M.S., Library Science
Cleveland State University
M.S., Computer Science
Embry-Riddle Aeronautical University January 2014 - Present
Daytona State College August 2009 - December 2013
Franklin Templeton Investments November 2000 - September 2008
KeyCorp 1985 - 2000
Skills
Adult Education, Public Speaking, Project Management, Team Building, Leadership Development, Program Management, Banking, TESOL, Analysis, Research, Strategy, Instructional Design, Training, Microsoft Word, Customer Service, PowerPoint, Microsoft Office, Teaching, Higher Education, Leadership, Fundraising, Nonprofits, Classroom
Education
Shenandoah University 2012 — 2013
Advanced Professional Certificate, TESOL
Miami University
B.S., English (Education)
University of Kentucky
M.S., Library Science
Cleveland State University
M.S., Computer Science
Marjorie McCamey Marjorie McCamey's Franklin Templeton Investments Experience August 2011 - Present
Job Senior/Executive Contract Recruiter
Industry Human Resources
Experience
Franklin Templeton Investments August 2011 - Present
AppNexus September 2014 - February 2015
Easter Seals Bay Area November 2012 - January 2014
Educational Housing Services October 2010 - October 2012
Advent Software January 2010 - February 2012
Omnicell May 2007 - July 2008
Pay By Touch, San Francisco, CA October 2006 - April 2007
Omnicell, Inc., Mountain View, CA January 2006 - November 2006
Bitpass, Inc., Menlo Park, CA April 2006 - June 2006
Inovant/Visa USA January 2003 - June 2005
Skills
Recruiting, Applicant Tracking..., Sourcing, Talent Acquisition, Start-ups, Program Management, Internet Recruiting, College Recruiting, Technical Recruiting, Strategic Planning, Talent Management, Executive Search, Hiring, Vendor Management, Onboarding, Negotiation, Recruitment/Retention, Human Resources, Process Improvement, Performance Management, HRIS, SaaS, Strategy, Interviewing, Mentoring, Recruitment Advertising, JobVite, Taleo, Contract Negotiations, Cold Calling, Professional Services, Full-cycle Recruiting, Mergers, Search, recruitment tec, Diversity Recruitment, Compensation Negotiation, Candidate Generation, Creative Sourcing, Training, Leadership, Management, Temporary Placement, Interviews, Mergers & Acquisitions, Contract Negotiation, Team Leadership, Consulting
Education
Tobe' Coburn 1974 — 1976
Associate of Arts (AA), Occupational Studies, Retail Merchandising and Marketing
College of San Mateo
Computer Information Systems
Franklin Templeton Investments August 2011 - Present
AppNexus September 2014 - February 2015
Easter Seals Bay Area November 2012 - January 2014
Educational Housing Services October 2010 - October 2012
Advent Software January 2010 - February 2012
Omnicell May 2007 - July 2008
Pay By Touch, San Francisco, CA October 2006 - April 2007
Omnicell, Inc., Mountain View, CA January 2006 - November 2006
Bitpass, Inc., Menlo Park, CA April 2006 - June 2006
Inovant/Visa USA January 2003 - June 2005
Skills
Recruiting, Applicant Tracking..., Sourcing, Talent Acquisition, Start-ups, Program Management, Internet Recruiting, College Recruiting, Technical Recruiting, Strategic Planning, Talent Management, Executive Search, Hiring, Vendor Management, Onboarding, Negotiation, Recruitment/Retention, Human Resources, Process Improvement, Performance Management, HRIS, SaaS, Strategy, Interviewing, Mentoring, Recruitment Advertising, JobVite, Taleo, Contract Negotiations, Cold Calling, Professional Services, Full-cycle Recruiting, Mergers, Search, recruitment tec, Diversity Recruitment, Compensation Negotiation, Candidate Generation, Creative Sourcing, Training, Leadership, Management, Temporary Placement, Interviews, Mergers & Acquisitions, Contract Negotiation, Team Leadership, Consulting
Education
Tobe' Coburn 1974 — 1976
Associate of Arts (AA), Occupational Studies, Retail Merchandising and Marketing
College of San Mateo
Computer Information Systems
Lou Chong Lou Chong's Franklin Templeton Investments Experience May 2002 - November 2007
Job Principal at Antaeus Retirement Services LLC
Industry Investment Management
Experience
Antaeus Retirement Services LLC April 2014 - Present
Wedgwood Wealth Counsel LLC March 2013 - April 2014
Hartford Investment Management November 2007 - March 2013
Franklin Templeton Investments May 2002 - November 2007
Fidelity Investments 1994 - 2002
Skills
Institutional, Fixed Income, Asset Management, Investments, Strategic Financial..., Sales Management, Retirement Plan...
Education
Colby College
BA, Biology, Economics
Antaeus Retirement Services LLC April 2014 - Present
Wedgwood Wealth Counsel LLC March 2013 - April 2014
Hartford Investment Management November 2007 - March 2013
Franklin Templeton Investments May 2002 - November 2007
Fidelity Investments 1994 - 2002
Skills
Institutional, Fixed Income, Asset Management, Investments, Strategic Financial..., Sales Management, Retirement Plan...
Education
Colby College
BA, Biology, Economics
Terri Spath, CFA, CFP®'s Franklin Templeton Investments Experience 1994 - 2004
Job Chief Investment Officer at Sierra Investment Management, Inc.
Industry Investment Management
Experience
Sierra Investment Management, Inc. August 2015 - Present
Mercer Advisors September 2011 - August 2015
TS Advisory 2005 - 2011
RSF Social Finance 2008 - 2010
Franklin Templeton Investments 1994 - 2004
Fidelity Investments 1993 - 1993
Phoenix Life Insurance Company 1991 - 1992
Lehman Brothers 1989 - 1991
Skills
Portfolio Management, Equity Research, Investments, Private Equity, Equities, Asset Allocation, Investment Strategies, Financial Analysis, Strategy, Finance, Business Planning, Economics, Investor Relations, Asset Managment, Financial Modeling, Alternative Investments, Hedge Funds, Venture Capital, Debt, Capital Markets, Valuation, Managed Futures, Social Entrepreneurship, Project Finance, Asset Management, Fixed Income, Investment Management, Mutual Funds, Due Diligence, Investment Advisory, Securities, Financial Advisory, Series 7, Bloomberg
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
University of Michigan 1985 — 1989
A.B., Economics, Psychology
Sierra Investment Management, Inc. August 2015 - Present
Mercer Advisors September 2011 - August 2015
TS Advisory 2005 - 2011
RSF Social Finance 2008 - 2010
Franklin Templeton Investments 1994 - 2004
Fidelity Investments 1993 - 1993
Phoenix Life Insurance Company 1991 - 1992
Lehman Brothers 1989 - 1991
Skills
Portfolio Management, Equity Research, Investments, Private Equity, Equities, Asset Allocation, Investment Strategies, Financial Analysis, Strategy, Finance, Business Planning, Economics, Investor Relations, Asset Managment, Financial Modeling, Alternative Investments, Hedge Funds, Venture Capital, Debt, Capital Markets, Valuation, Managed Futures, Social Entrepreneurship, Project Finance, Asset Management, Fixed Income, Investment Management, Mutual Funds, Due Diligence, Investment Advisory, Securities, Financial Advisory, Series 7, Bloomberg
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
University of Michigan 1985 — 1989
A.B., Economics, Psychology
Richard Motroni Richard Motroni's Franklin Templeton Investments Experience 2004 - 2004
Job Administrative Assistant III at On Lok
Industry Executive Office
Experience
On Lok January 2012 - Present
Visa November 2010 - November 2011
Salesforce.com June 2010 - July 2010
Visa April 2009 - April 2010
Maritz September 2007 - January 2009
Visa August 2006 - May 2007
Electric Power Research Institute August 2005 - June 2006
Fathom Online September 2004 - May 2005
Franklin Templeton Investments 2004 - 2004
Fujitsu 2000 - 2002
Skills
Political Science, Editing, Research, Non-profits, Human Resources, Media Relations, Fundraising, Strategic Communications, Salesforce.com, Community Outreach, Calendaring, Microsoft Excel, Project Management, Microsoft Office, Account Management, Administrative..., Program Management, Outlook, Project Planning, Office Management, Event Planning, Access, Payroll, Time Management, Interviews
Education
San Jose State University 1986 — 1989
BA, Journalism
College of San Mateo 1984 — 1986
AA, Journalism
On Lok January 2012 - Present
Visa November 2010 - November 2011
Salesforce.com June 2010 - July 2010
Visa April 2009 - April 2010
Maritz September 2007 - January 2009
Visa August 2006 - May 2007
Electric Power Research Institute August 2005 - June 2006
Fathom Online September 2004 - May 2005
Franklin Templeton Investments 2004 - 2004
Fujitsu 2000 - 2002
Skills
Political Science, Editing, Research, Non-profits, Human Resources, Media Relations, Fundraising, Strategic Communications, Salesforce.com, Community Outreach, Calendaring, Microsoft Excel, Project Management, Microsoft Office, Account Management, Administrative..., Program Management, Outlook, Project Planning, Office Management, Event Planning, Access, Payroll, Time Management, Interviews
Education
San Jose State University 1986 — 1989
BA, Journalism
College of San Mateo 1984 — 1986
AA, Journalism
Glen Kasneci Glen Kasneci's Franklin Templeton Investments Experience August 2014 - Present
Job Business Development Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2014 - Present
Banque Nationale September 2013 - August 2014
Banque Nationale December 2010 - September 2013
National Bank Direct Brokerage September 2007 - December 2010
National Bank MasterCard June 2005 - September 2007
Skills
Reliable, Computers, Employee Relations, Public Relations, Investments, Languages, Teamwork, Team Leadership, Negotiation, Business Development, Customer Service, Mutual Funds, Trading, Team Building, Business Intelligence
Education
CSI 2010 — 2010
CSC, Investments and Securities, Canadian securities course
Concordia University 2005 — 2014
Bachelor of Business Administration (B.B.A.)
Concordia University 2011 — 2011
Certificate, Busines legal Practices
Concordia University 2010 — 2010
certificate, International Business/Trade/Commerce
Franklin Templeton Investments August 2014 - Present
Banque Nationale September 2013 - August 2014
Banque Nationale December 2010 - September 2013
National Bank Direct Brokerage September 2007 - December 2010
National Bank MasterCard June 2005 - September 2007
Skills
Reliable, Computers, Employee Relations, Public Relations, Investments, Languages, Teamwork, Team Leadership, Negotiation, Business Development, Customer Service, Mutual Funds, Trading, Team Building, Business Intelligence
Education
CSI 2010 — 2010
CSC, Investments and Securities, Canadian securities course
Concordia University 2005 — 2014
Bachelor of Business Administration (B.B.A.)
Concordia University 2011 — 2011
Certificate, Busines legal Practices
Concordia University 2010 — 2010
certificate, International Business/Trade/Commerce
Larissa Herczeg's Franklin Templeton Investments Experience April 2008 - January 2010
Job Real Estate Investor Oak Street Real Estate Capital
Industry Real Estate
Experience
Oak Street Real Estate Capital October 2012 - Present
Morgan Creek Capital Management, LLC January 2010 - September 2012
Franklin Templeton Investments April 2008 - January 2010
Credit Suisse June 2005 - April 2008
Skills
Private Equity, Alternative Investments, Asset Managment, Investments, Due Diligence, Venture Capital, Capital Markets, Valuation, Portfolio Management, Emerging Markets, Corporate Finance, Investment Banking, Fund Of Funds, Investment Management, Investment Strategies, Financial Analysis, Asset Allocation
Education
Columbia Law School 1997 — 2000
J.D., Law
Columbia University - School of International and Public Affairs 1996 — 1998
M.I.A., International Affairs
University of Notre Dame 1992 — 1996
B.A., Government, Economics and PPE
Oak Street Real Estate Capital October 2012 - Present
Morgan Creek Capital Management, LLC January 2010 - September 2012
Franklin Templeton Investments April 2008 - January 2010
Credit Suisse June 2005 - April 2008
Skills
Private Equity, Alternative Investments, Asset Managment, Investments, Due Diligence, Venture Capital, Capital Markets, Valuation, Portfolio Management, Emerging Markets, Corporate Finance, Investment Banking, Fund Of Funds, Investment Management, Investment Strategies, Financial Analysis, Asset Allocation
Education
Columbia Law School 1997 — 2000
J.D., Law
Columbia University - School of International and Public Affairs 1996 — 1998
M.I.A., International Affairs
University of Notre Dame 1992 — 1996
B.A., Government, Economics and PPE
Magdalena Maria T. Magdalena Maria T.'s Franklin Templeton Investments Experience March 2007 - April 2008
Job Sr. Administrative Assistant at Intel Corporation
Industry Executive Office
Experience
Intel Corporation August 2014 - Present
Intel Corporation / OnCue Verizon August 2013 - Present
Morrison & Foerster LLP June 2012 - July 2013
Cambridge Associates April 2008 - May 2012
Franklin Templeton Investments March 2007 - April 2008
Law Offices of Gray & Prouty April 2005 - October 2006
Awender Chiropractic October 2000 - April 2005
Skills
Administrative Work, Administrative..., Office Administration, Executive..., Administrative Functions, General Administrative..., Executive Level..., Administrative Office..., Human Resources, Human Resource..., Marketing, Events, Corporate Events, Events Coordination, Coordinating Events, Events Organisation, Managing Events, Invoice Processing, Expenses, Expense Management, Expense Reports, Expense Allocation, Meeting Planning, Meeting Scheduling, Leading Meetings, Business Meetings, Live Meeting, Organizing Meetings, Coordinate Meetings, Microsoft Office, Microsoft Excel, Microsoft Word, Spreadsheets, Office Management, Administrative..., Administration
Education
San Jose State University 2011 — 2013
Bachelor of Science (B.S.)
College of San Mateo 2008 — 2011
Associate of Science (A.S.)
Hillsdale High School
Intel Corporation August 2014 - Present
Intel Corporation / OnCue Verizon August 2013 - Present
Morrison & Foerster LLP June 2012 - July 2013
Cambridge Associates April 2008 - May 2012
Franklin Templeton Investments March 2007 - April 2008
Law Offices of Gray & Prouty April 2005 - October 2006
Awender Chiropractic October 2000 - April 2005
Skills
Administrative Work, Administrative..., Office Administration, Executive..., Administrative Functions, General Administrative..., Executive Level..., Administrative Office..., Human Resources, Human Resource..., Marketing, Events, Corporate Events, Events Coordination, Coordinating Events, Events Organisation, Managing Events, Invoice Processing, Expenses, Expense Management, Expense Reports, Expense Allocation, Meeting Planning, Meeting Scheduling, Leading Meetings, Business Meetings, Live Meeting, Organizing Meetings, Coordinate Meetings, Microsoft Office, Microsoft Excel, Microsoft Word, Spreadsheets, Office Management, Administrative..., Administration
Education
San Jose State University 2011 — 2013
Bachelor of Science (B.S.)
College of San Mateo 2008 — 2011
Associate of Science (A.S.)
Hillsdale High School
Gina Ferrell's Franklin Templeton Investments Experience June 2005 - Present
Job Executive Assistant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2005 - Present
Franklin Templeton Investments November 1997 - June 2005
Skills
Asset Management, PeopleSoft, PowerPoint, Spreadsheets, Mutual Funds, Financial Services, Administrative..., Investments, Outlook, Process Scheduler, Microsoft Excel
Education
College of San Mateo 1984 — 1985
Business
Franklin Templeton Investments June 2005 - Present
Franklin Templeton Investments November 1997 - June 2005
Skills
Asset Management, PeopleSoft, PowerPoint, Spreadsheets, Mutual Funds, Financial Services, Administrative..., Investments, Outlook, Process Scheduler, Microsoft Excel
Education
College of San Mateo 1984 — 1985
Business
Jaya Agrawal Jaya Agrawal's Franklin Templeton Investments Experience August 2010 - August 2011
Job Sr. Accountant at Spire Systems
Industry Accounting
Experience
Spire Systems February 2014 - Present
Adchemy (Acquired by Walmart labs) June 2013 - January 2014
Spire Systems January 2012 - June 2013
Franklin Templeton Investments August 2010 - August 2011
Sewer Authority Mid-Coastside February 2010 - July 2010
Mirae Asset June 2007 - August 2007
Skills
Accounting, Auditing, Accounts Payable, Accounts Receivable, Microsoft Excel, Pensions, Leases, Revenue Recognition, Liabilities, Disposition, Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Analysis
Education
College of San Mateo 2009 — 2010
Certifcate of Achievement, Accounting
Korea University 2006 — 2008
M.A, Finance
Jawaharlal Nehru Vishvavidyalaya 2003 — 2006
B.A, Korean Language
Spire Systems February 2014 - Present
Adchemy (Acquired by Walmart labs) June 2013 - January 2014
Spire Systems January 2012 - June 2013
Franklin Templeton Investments August 2010 - August 2011
Sewer Authority Mid-Coastside February 2010 - July 2010
Mirae Asset June 2007 - August 2007
Skills
Accounting, Auditing, Accounts Payable, Accounts Receivable, Microsoft Excel, Pensions, Leases, Revenue Recognition, Liabilities, Disposition, Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Analysis
Education
College of San Mateo 2009 — 2010
Certifcate of Achievement, Accounting
Korea University 2006 — 2008
M.A, Finance
Jawaharlal Nehru Vishvavidyalaya 2003 — 2006
B.A, Korean Language
Hovsep Torossian, MBA Hovsep Torossian, MBA's Franklin Templeton Investments Experience May 2012 - Present
Job Regional Manager, Institutional Alliances at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments May 2012 - Present
Standard Life February 2008 - May 2012
Standard Life July 2003 - February 2008
Group Savings January 2000 - January 2003
Royal Bank of Canada & Royal Trust January 1997 - January 2000
Skills
Mutual Funds, Client Relationship..., Investments, Retirement Income..., Segregated Funds, Retirement, Fixed Annuities
Education
Université de Montréal - HEC Montréal 2006 — 2009
MBA
Concordia University 1992 — 1996
Bachelor of Commerce, BComm; Finance
Franklin Templeton Investments May 2012 - Present
Standard Life February 2008 - May 2012
Standard Life July 2003 - February 2008
Group Savings January 2000 - January 2003
Royal Bank of Canada & Royal Trust January 1997 - January 2000
Skills
Mutual Funds, Client Relationship..., Investments, Retirement Income..., Segregated Funds, Retirement, Fixed Annuities
Education
Université de Montréal - HEC Montréal 2006 — 2009
MBA
Concordia University 1992 — 1996
Bachelor of Commerce, BComm; Finance
Joseph Trapolsi Joseph Trapolsi's Franklin Templeton Investments Experience August 1994 - February 2001
Job Command Center Technician at Time Customer Service
Industry Publishing
Experience
Time Customer Service November 2001 - Present
IBM February 2001 - September 2001
Franklin Templeton Investments August 1994 - February 2001
Skills
MVS Console Operations, Netview, Job Scheduling, Technical Support, Disaster Recovery, Help Desk Support, CICS, Networking, BMC Remedy, Mainframe, Software Documentation, TSO, JES2, IBM Mainframe, JCL, MVS, Vendor Management, Visio, Process Improvement
Education
Computer Systems Institute 1983 — 1984
Associate Degree in Specialized Business, Computer Science
University of Pittsburgh 1974 — 1975
Time Customer Service November 2001 - Present
IBM February 2001 - September 2001
Franklin Templeton Investments August 1994 - February 2001
Skills
MVS Console Operations, Netview, Job Scheduling, Technical Support, Disaster Recovery, Help Desk Support, CICS, Networking, BMC Remedy, Mainframe, Software Documentation, TSO, JES2, IBM Mainframe, JCL, MVS, Vendor Management, Visio, Process Improvement
Education
Computer Systems Institute 1983 — 1984
Associate Degree in Specialized Business, Computer Science
University of Pittsburgh 1974 — 1975
Luz Perreira Luz Perreira's Franklin Templeton Investments Experience June 2002 - November 2002
Job Interactive Production Artist at LEVEL Studios
Industry Retail
Experience
LEVEL Studios June 2015 - Present
Gap Inc./Old Navy September 2014 - Present
JStokes AgencyL 2014 - 2014
Creative Circle November 2012 - December 2013
Aquent June 2010 - August 2013
Kinetic Research September 2012 - June 2013
jstokes agency 2011 - 2012
ImageX April 2003 - July 2009
Franklin Templeton Investments June 2002 - November 2002
The Almanac November 2000 - June 2002
Skills
Adobe Creative Suite, Adobe Acrobat, Illustrator, Mac, Packaging, Layout, Graphic Design, Typography, InDesign, Direct Mail, Brochures, QuarkXPress, Corporate Identity, Photoshop, Pre-press, Catalogs
Education
Bay Area Video Coalition 2009 — 2010
Web Design Certificate, Web Design
San Jose State University 1994 — 1997
Bachelor of Science, Graphic Design, Illustration
College of San Mateo 1989 — 1993
LEVEL Studios June 2015 - Present
Gap Inc./Old Navy September 2014 - Present
JStokes AgencyL 2014 - 2014
Creative Circle November 2012 - December 2013
Aquent June 2010 - August 2013
Kinetic Research September 2012 - June 2013
jstokes agency 2011 - 2012
ImageX April 2003 - July 2009
Franklin Templeton Investments June 2002 - November 2002
The Almanac November 2000 - June 2002
Skills
Adobe Creative Suite, Adobe Acrobat, Illustrator, Mac, Packaging, Layout, Graphic Design, Typography, InDesign, Direct Mail, Brochures, QuarkXPress, Corporate Identity, Photoshop, Pre-press, Catalogs
Education
Bay Area Video Coalition 2009 — 2010
Web Design Certificate, Web Design
San Jose State University 1994 — 1997
Bachelor of Science, Graphic Design, Illustration
College of San Mateo 1989 — 1993
Pat Dunagan Pat Dunagan's Franklin Templeton Investments Experience October 2000 - April 2002
Job Customer Employee Relations Manager/FSO at Aero Simulation, Inc.
Industry Human Resources
Experience
Aero Simulation, Inc. January 2011 - Present
StratCorp Inc. (formerly International Media Ventures) July 2009 - November 2010
Venatôre May 2008 - May 2009
Advanced C4 Solutions December 2004 - May 2008
Rosetta Technologies December 2002 - December 2004
Franklin Templeton Investments October 2000 - April 2002
Franklin Templeton Investments January 1998 - January 2000
Franklin Templeton Investments January 1996 - January 1999
Tech Data January 1995 - January 1996
United States Air Force August 1991 - September 1994
Skills
Onboarding, Management, Corporate Events, Employee Relations, Process Improvement, Human Resources, Change Management, Program Management, Benefits Administration, Employment Law, Recruiting, Accounts Payable, Financial Analysis, Microsoft Word, Microsoft Excel, PowerPoint, Problem Solving, Customer Service, Strategic Planning, Performance Management, Employee Recognition, Organizational..., Software Documentation, Career Development, Hiring, Employee Benefits, Military, Personnel Management, New Hire Orientations, Conflict Resolution, Employee Training, Applicant Tracking..., Team Building, Employee Engagement, Leadership, Training, Talent Acquisition, Workforce Planning, HRIS, Government, Internet Recruiting, Job Analysis, Technical Recruiting, Time Management, Job Descriptions, EEO, Event Planning, Visio, Staff Augmentation, HR Consulting
Education
University of South Florida 2006 — 2007
PHR, Professional Human Resource
Eckerd College 2001 — 2003
BS, Business Management
Community College of the Air Force 1976 — 1994
AA, Finanical Management
Smyrna High School
Aero Simulation, Inc. January 2011 - Present
StratCorp Inc. (formerly International Media Ventures) July 2009 - November 2010
Venatôre May 2008 - May 2009
Advanced C4 Solutions December 2004 - May 2008
Rosetta Technologies December 2002 - December 2004
Franklin Templeton Investments October 2000 - April 2002
Franklin Templeton Investments January 1998 - January 2000
Franklin Templeton Investments January 1996 - January 1999
Tech Data January 1995 - January 1996
United States Air Force August 1991 - September 1994
Skills
Onboarding, Management, Corporate Events, Employee Relations, Process Improvement, Human Resources, Change Management, Program Management, Benefits Administration, Employment Law, Recruiting, Accounts Payable, Financial Analysis, Microsoft Word, Microsoft Excel, PowerPoint, Problem Solving, Customer Service, Strategic Planning, Performance Management, Employee Recognition, Organizational..., Software Documentation, Career Development, Hiring, Employee Benefits, Military, Personnel Management, New Hire Orientations, Conflict Resolution, Employee Training, Applicant Tracking..., Team Building, Employee Engagement, Leadership, Training, Talent Acquisition, Workforce Planning, HRIS, Government, Internet Recruiting, Job Analysis, Technical Recruiting, Time Management, Job Descriptions, EEO, Event Planning, Visio, Staff Augmentation, HR Consulting
Education
University of South Florida 2006 — 2007
PHR, Professional Human Resource
Eckerd College 2001 — 2003
BS, Business Management
Community College of the Air Force 1976 — 1994
AA, Finanical Management
Smyrna High School
Karen Chadwick Karen Chadwick's Franklin Templeton Investments Experience October 2010 - January 2012
Job Mainframe Developer
Industry Information Technology and Services
Experience
Kansas City Life Insurance Company December 2012 - Present
Franklin Templeton Investments October 2010 - January 2012
Argus Health Systems December 2009 - April 2010
Sungard Investor Accounting Systems March 1998 - May 2009
TWA September 1997 - March 1998
DST November 1994 - September 1997
U.S. Army Recruiting Command June 1989 - November 1994
Education
Army Computer Science School
Columbia College
BA, Computer Information Systems
Kansas City Life Insurance Company December 2012 - Present
Franklin Templeton Investments October 2010 - January 2012
Argus Health Systems December 2009 - April 2010
Sungard Investor Accounting Systems March 1998 - May 2009
TWA September 1997 - March 1998
DST November 1994 - September 1997
U.S. Army Recruiting Command June 1989 - November 1994
Education
Army Computer Science School
Columbia College
BA, Computer Information Systems
Armine Lennon Armine Lennon's Franklin Templeton Investments Experience August 2006 - December 2008
Job Senior Financial Analyst at Boston Medical Center
Industry Hospital & Health Care
Experience
Boston Medical Center (BMC) July 2014 - Present
Boston Medical Center (BMC) December 2012 - June 2014
Boston Medical Center July 2009 - November 2012
Franklin Templeton Investments August 2006 - December 2008
Pitney Bowes Canada August 2003 - August 2006
Skills
Access, PowerPoint, Financial Analysis, Budgeting, Excel
Education
Columbia University - School of International and Public Affairs 1999 — 2000
Master's degree
Boston Medical Center (BMC) July 2014 - Present
Boston Medical Center (BMC) December 2012 - June 2014
Boston Medical Center July 2009 - November 2012
Franklin Templeton Investments August 2006 - December 2008
Pitney Bowes Canada August 2003 - August 2006
Skills
Access, PowerPoint, Financial Analysis, Budgeting, Excel
Education
Columbia University - School of International and Public Affairs 1999 — 2000
Master's degree
Molly Breiner Molly Breiner's Franklin Templeton Investments Experience June 2005 - July 2008
Job VP of Marketing Happy Family
Industry Consumer Goods
Experience
Nurture Inc April 2014 - Present
Unilever August 2010 - March 2014
Unilever June 2009 - August 2009
Franklin Templeton Investments June 2005 - July 2008
Education
Harvard Business School 2008 — 2010
MBA, Business
Columbia University in the City of New York 2001 — 2005
Bachelor of Arts, Economics
Nurture Inc April 2014 - Present
Unilever August 2010 - March 2014
Unilever June 2009 - August 2009
Franklin Templeton Investments June 2005 - July 2008
Education
Harvard Business School 2008 — 2010
MBA, Business
Columbia University in the City of New York 2001 — 2005
Bachelor of Arts, Economics
Nadeem Izhar Nadeem Izhar's Franklin Templeton Investments Experience August 2013 - Present
Job Global Integrated Advertising Franklin Templeton Investments
Industry Marketing and Advertising
Experience
Franklin Templeton Investments August 2013 - Present
TVOne Canada - #857 January 2012 - July 2013
QMobile February 2011 - August 2011
BBDO - Manhattan International January 2009 - January 2011
TBWA - Manhattan International July 2007 - December 2008
Havas Worldwide - Manhattan International January 2006 - June 2007
McAninch Arts Center 2002 - August 2005
Ogilvy & Mather - Interflow 2001 - December 2001
Skills
Brand Management, Advertising, Strategic Planning, Marketing Management, Creative Direction, Account Management, Adobe Creative Suite, Media, Research, Photography, Brand Development, New Media, Creative Strategy, Digital Marketing, B2B, Art Direction, Marketing, Digital Strategy, Direct Marketing, Copywriting, Marketing Communications, Digital Media
Education
Ryerson University
Master's degree
Columbia College Chicago
Bachelor's degree
Franklin Templeton Investments August 2013 - Present
TVOne Canada - #857 January 2012 - July 2013
QMobile February 2011 - August 2011
BBDO - Manhattan International January 2009 - January 2011
TBWA - Manhattan International July 2007 - December 2008
Havas Worldwide - Manhattan International January 2006 - June 2007
McAninch Arts Center 2002 - August 2005
Ogilvy & Mather - Interflow 2001 - December 2001
Skills
Brand Management, Advertising, Strategic Planning, Marketing Management, Creative Direction, Account Management, Adobe Creative Suite, Media, Research, Photography, Brand Development, New Media, Creative Strategy, Digital Marketing, B2B, Art Direction, Marketing, Digital Strategy, Direct Marketing, Copywriting, Marketing Communications, Digital Media
Education
Ryerson University
Master's degree
Columbia College Chicago
Bachelor's degree
Diana Lachappell's Franklin Templeton Investments Experience January 1997 - August 2000
Job Seeking professional opportunities in acquisition, program management, space operations or intelligence.
Industry Government Relations
Experience
Defense Intelligence Agency September 2012 - Present
JFCC Space August 2008 - September 2012
United States Air Force January 2006 - August 2008
Franklin Templeton Investments January 1997 - August 2000
United States Air Force May 1977 - January 1997
Skills
Military Operations, Command, Force Protection, Special Operations, Army, Weapons, Contract Management, Budgets, Small Business, Investments, Business Process..., Security Clearance, Military, Intelligence, Intelligence Analysis, National Security, Leadership, Program Management, Policy, C4ISR, Security, Organizational..., Government, Government Contracting
Education
Community College of the Air Force 1992 — 1997
Bachelor of Science (B.S.), Communication Science
Defense Intelligence Agency September 2012 - Present
JFCC Space August 2008 - September 2012
United States Air Force January 2006 - August 2008
Franklin Templeton Investments January 1997 - August 2000
United States Air Force May 1977 - January 1997
Skills
Military Operations, Command, Force Protection, Special Operations, Army, Weapons, Contract Management, Budgets, Small Business, Investments, Business Process..., Security Clearance, Military, Intelligence, Intelligence Analysis, National Security, Leadership, Program Management, Policy, C4ISR, Security, Organizational..., Government, Government Contracting
Education
Community College of the Air Force 1992 — 1997
Bachelor of Science (B.S.), Communication Science
James Valmonte, CFP®, AIF®'s Franklin Templeton Investments Experience January 2002 - October 2002
Job Vice President | Financial Advisor at CAPTRUST
Industry Financial Services
Experience
CAPTRUST June 2014 - Present
Beacon Pointe Wealth Advisors (Independent Financial Advisors, LLC) April 2013 - June 2014
Independent Financial Advisors, LLC October 2006 - April 2013
American Funds October 2002 - September 2006
Franklin Templeton Investments January 2002 - October 2002
Morgan Stanley Dean Witter August 1999 - January 2002
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Retirement Planning, 401k, Retirement, Estate Planning, Wealth Management, Investment Advisory, Investments
Education
Center of Fiduciary Studies, University of Pittsburg's Katz Graduate School of Business 2008 — 2009
Accredited Investment Fiduciary
University of California, Riverside 1994 — 1998
Bachelors
College for Financial Planning
CAPTRUST June 2014 - Present
Beacon Pointe Wealth Advisors (Independent Financial Advisors, LLC) April 2013 - June 2014
Independent Financial Advisors, LLC October 2006 - April 2013
American Funds October 2002 - September 2006
Franklin Templeton Investments January 2002 - October 2002
Morgan Stanley Dean Witter August 1999 - January 2002
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Retirement Planning, 401k, Retirement, Estate Planning, Wealth Management, Investment Advisory, Investments
Education
Center of Fiduciary Studies, University of Pittsburg's Katz Graduate School of Business 2008 — 2009
Accredited Investment Fiduciary
University of California, Riverside 1994 — 1998
Bachelors
College for Financial Planning
Sal Sarosh Sal Sarosh's Franklin Templeton Investments Experience 2004 - 2008
Job Entrepreneur and Technology Executive
Industry Computer Software
Experience
CrowdPlat 2013 - Present
Salesforce.com 2012 - 2013
Autonomy, an HP Company (formerly Iron Mountain Digital) 2010 - 2012
Autonomy, an HP company 2009 - 2010
Franklin Templeton Investments 2004 - 2008
CGI (formerly Deloitte & Touche Consulting Group - DRT Systems) 1999 - 2003
Calisys 1995 - 1998
Skills
Management, Program Management, Strategy, Team Management, Web Applications, Service Delivery, Information Technology, Managed Services, Cloud Applications, Software Industry, Software Development, Application Management, Hosted Services, Customer Support, Enterprise Software, Entrepreneurship, Early-stage Startups, Crowdsourcing
Education
Columbia University - Columbia Business School 2003 — 2005
Master of Business Administration, General Management
University of California, Berkeley, Haas School of Business 2003 — 2004
Master of Business Administration, General Management
University of Madras 1991 — 1995
Bachelor of Engineering, Computer Science & Engineering
CrowdPlat 2013 - Present
Salesforce.com 2012 - 2013
Autonomy, an HP Company (formerly Iron Mountain Digital) 2010 - 2012
Autonomy, an HP company 2009 - 2010
Franklin Templeton Investments 2004 - 2008
CGI (formerly Deloitte & Touche Consulting Group - DRT Systems) 1999 - 2003
Calisys 1995 - 1998
Skills
Management, Program Management, Strategy, Team Management, Web Applications, Service Delivery, Information Technology, Managed Services, Cloud Applications, Software Industry, Software Development, Application Management, Hosted Services, Customer Support, Enterprise Software, Entrepreneurship, Early-stage Startups, Crowdsourcing
Education
Columbia University - Columbia Business School 2003 — 2005
Master of Business Administration, General Management
University of California, Berkeley, Haas School of Business 2003 — 2004
Master of Business Administration, General Management
University of Madras 1991 — 1995
Bachelor of Engineering, Computer Science & Engineering
Dennis R. Brown Dennis R. Brown's Franklin Templeton Investments Experience 2004 - Present
Job AV Dude at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 2004 - Present
Sharp Electronics 2000 - 2003
Technical Industries/MCSI 1999 - 2000
NationalTeleconsultants 1996 - 1998
Atlanta Olympic Broadcasting 1994 - 1996
Sony SID 1992 - 1994
Ampex Corporation 1976 - 1993
General Recorded Tape/GRT Corporation 1968 - 1976
Skills
Broadcast, Cisco Technologies, Audio Engineering, Sound, Integration, Video, Television, AV, System Design, Streaming Media, Broadcast Television, Video Conferencing, Consumer Electronics, VOD, IPTV, Digital Asset Management, Digital Signage, Digital Video, Enterprise Software, Mobile Devices, Multimedia, Product Management, Radio, Satellite, System Architecture, Unified Communications, Systems Design
Education
College of San Mateo 1966 — 1968
Telecommunications
Burlingame High School 1962 — 1966
Franklin Templeton Investments 2004 - Present
Sharp Electronics 2000 - 2003
Technical Industries/MCSI 1999 - 2000
NationalTeleconsultants 1996 - 1998
Atlanta Olympic Broadcasting 1994 - 1996
Sony SID 1992 - 1994
Ampex Corporation 1976 - 1993
General Recorded Tape/GRT Corporation 1968 - 1976
Skills
Broadcast, Cisco Technologies, Audio Engineering, Sound, Integration, Video, Television, AV, System Design, Streaming Media, Broadcast Television, Video Conferencing, Consumer Electronics, VOD, IPTV, Digital Asset Management, Digital Signage, Digital Video, Enterprise Software, Mobile Devices, Multimedia, Product Management, Radio, Satellite, System Architecture, Unified Communications, Systems Design
Education
College of San Mateo 1966 — 1968
Telecommunications
Burlingame High School 1962 — 1966
Glen Graham Glen Graham's Franklin Templeton Investments Experience July 2013 - Present
Job Release Manager at Franklin Templeton Investments
Industry Computer Software
Experience
Franklin Templeton Investments July 2013 - Present
Health Net Federal Services April 2011 - June 2013
Health Net Federal Services January 2011 - June 2011
Health Net Federal Services June 2010 - February 2011
California ISO January 2009 - August 2009
California Independent System Operator 2007 - 2009
California ISO February 2008 - December 2008
California ISO March 2007 - November 2007
DST Output May 2000 - March 2007
HP March 1998 - November 1999
Skills
Software Documentation, SDLC, Agile Methodologies, Software Quality..., Business Analysis, ITIL, Change Management, Databases, Testing, Software Development, Quality Assurance, SOA, Release Management, MS Project, Requirements Analysis, Software Project..., Management, Visio
Education
The University of Texas at Austin 1989 — 1994
B.Sc., Computer Sciences
Colorado School of Mines 1986 — 1988
Mechanical Engineering
King Edward VI 1981 — 1986
Franklin Templeton Investments July 2013 - Present
Health Net Federal Services April 2011 - June 2013
Health Net Federal Services January 2011 - June 2011
Health Net Federal Services June 2010 - February 2011
California ISO January 2009 - August 2009
California Independent System Operator 2007 - 2009
California ISO February 2008 - December 2008
California ISO March 2007 - November 2007
DST Output May 2000 - March 2007
HP March 1998 - November 1999
Skills
Software Documentation, SDLC, Agile Methodologies, Software Quality..., Business Analysis, ITIL, Change Management, Databases, Testing, Software Development, Quality Assurance, SOA, Release Management, MS Project, Requirements Analysis, Software Project..., Management, Visio
Education
The University of Texas at Austin 1989 — 1994
B.Sc., Computer Sciences
Colorado School of Mines 1986 — 1988
Mechanical Engineering
King Edward VI 1981 — 1986
Deborah Levine's Franklin Templeton Investments Experience January 2013 - April 2015
Job Experienced Writer/Editor
Industry Writing and Editing
Experience
Franklin Templeton Investments January 2013 - April 2015
MarketWatch May 2008 - January 2013
Jersey Cares August 2008 - July 2012
Patch.com May 2009 - January 2012
Bloomberg News 2005 - 2008
Dow Jones Newswires 2004 - 2005
The Bond Buyer January 2000 - January 2003
Ukiah Daily Journal January 2000 - June 2000
Goleta Valley Voice January 1999 - December 1999
UCSB Daily Nexus January 1996 - January 1998
Skills
News Writing, Journalism, Business Journalism, Editing, Blogging, Digital Journalism, Investments, Writing, Stock Market, Foreign Exchange, Commodity Markets, Bond Markets, Asset Allocation, Newspapers, Storytelling, AP style writing, Copy Editing, Breaking News, Online Journalism, Feature Articles
Education
Columbia University - Graduate School of Journalism 2003 — 2004
MS, journalism
University of California, Santa Barbara 1996 — 1999
BA, Literature
Franklin Templeton Investments January 2013 - April 2015
MarketWatch May 2008 - January 2013
Jersey Cares August 2008 - July 2012
Patch.com May 2009 - January 2012
Bloomberg News 2005 - 2008
Dow Jones Newswires 2004 - 2005
The Bond Buyer January 2000 - January 2003
Ukiah Daily Journal January 2000 - June 2000
Goleta Valley Voice January 1999 - December 1999
UCSB Daily Nexus January 1996 - January 1998
Skills
News Writing, Journalism, Business Journalism, Editing, Blogging, Digital Journalism, Investments, Writing, Stock Market, Foreign Exchange, Commodity Markets, Bond Markets, Asset Allocation, Newspapers, Storytelling, AP style writing, Copy Editing, Breaking News, Online Journalism, Feature Articles
Education
Columbia University - Graduate School of Journalism 2003 — 2004
MS, journalism
University of California, Santa Barbara 1996 — 1999
BA, Literature
David Medoff David Medoff's Franklin Templeton Investments Experience September 2013 - April 2014
Job Student at Columbia University
Industry
Experience
Cleantech Group June 2014 - August 2014
Franklin Templeton Investments September 2013 - April 2014
Education
Columbia University in the City of New York 2014 — 2017
Bachelor of Arts (B.A.), Economics, Sustainable Development
Haverford College 2013 — 2014
Economics and Philosophy, Minor in Environmental Sciences
San Francisco University High School 2009 — 2013
San Francisco Day School 2004 — 2009
Cleantech Group June 2014 - August 2014
Franklin Templeton Investments September 2013 - April 2014
Education
Columbia University in the City of New York 2014 — 2017
Bachelor of Arts (B.A.), Economics, Sustainable Development
Haverford College 2013 — 2014
Economics and Philosophy, Minor in Environmental Sciences
San Francisco University High School 2009 — 2013
San Francisco Day School 2004 — 2009
Vladim Allard-Cobetto's Franklin Templeton Investments Experience 2013 - Present
Job Directeur du développement des affaires
Industry Financial Services
Experience
Franklin Templeton Investments 2013 - Present
Franklin Templeton Investments November 2011 - November 2013
Vidéotron April 2009 - November 2011
Skills
Portfolio Management, Mutual Funds, Investments, Wealth Management, Asset Management, Equities, Financial Planning, Investment Strategies, Asset Allocation, Securities, Traduction, Résolution de problèmes, Formateur, Nouveaux médias, Stratégie marketing, Finance, Investissements
Education
Collège Bois-de-boulogne 2004 — 2006
Diplôme d'études collégiales, Étude des sciences humaines
Collège de Montreal 1999 — 2004
études secondaires
Concordia University
Baccalauréat et certificat, Économie et Marketing, en cours
Franklin Templeton Investments 2013 - Present
Franklin Templeton Investments November 2011 - November 2013
Vidéotron April 2009 - November 2011
Skills
Portfolio Management, Mutual Funds, Investments, Wealth Management, Asset Management, Equities, Financial Planning, Investment Strategies, Asset Allocation, Securities, Traduction, Résolution de problèmes, Formateur, Nouveaux médias, Stratégie marketing, Finance, Investissements
Education
Collège Bois-de-boulogne 2004 — 2006
Diplôme d'études collégiales, Étude des sciences humaines
Collège de Montreal 1999 — 2004
études secondaires
Concordia University
Baccalauréat et certificat, Économie et Marketing, en cours
Timothy Ramsey, CFA Timothy Ramsey, CFA's Franklin Templeton Investments Experience August 2013 - Present
Job Senior Product Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2013 - Present
The Roosevelt Investment Group February 2012 - June 2013
Mesirow Financial November 2008 - February 2012
Bear Stearns Asset Management January 2007 - October 2008
Bear, Stearns & Co., Inc. June 2000 - December 2006
Robinson International March 1996 - April 2000
Penn & Schoen Associates November 1993 - September 1995
Skills
Hedge Funds, Portfolio Management, Equities, Emerging Markets, Latin America, Performance Attribution, Marketing Strategy, Product Management, Investment Strategies, Asset Management, ETFs, Valuation
Education
Columbia University - School of International and Public Affairs 1991 — 1993
MIA, Economic and Political Development
Universidad del Salvador 1989 — 1990
Georgetown University 1987 — 1991
B.S.F.S., Latin America
Latin School of Chicago 1976 — 1987
Diploma
Franklin Templeton Investments August 2013 - Present
The Roosevelt Investment Group February 2012 - June 2013
Mesirow Financial November 2008 - February 2012
Bear Stearns Asset Management January 2007 - October 2008
Bear, Stearns & Co., Inc. June 2000 - December 2006
Robinson International March 1996 - April 2000
Penn & Schoen Associates November 1993 - September 1995
Skills
Hedge Funds, Portfolio Management, Equities, Emerging Markets, Latin America, Performance Attribution, Marketing Strategy, Product Management, Investment Strategies, Asset Management, ETFs, Valuation
Education
Columbia University - School of International and Public Affairs 1991 — 1993
MIA, Economic and Political Development
Universidad del Salvador 1989 — 1990
Georgetown University 1987 — 1991
B.S.F.S., Latin America
Latin School of Chicago 1976 — 1987
Diploma
Diana Tejo Diana Tejo's Franklin Templeton Investments Experience December 2005 - December 2007
Job Office Manager/Executive Assistant at Fall Line Capital
Industry Investment Management
Experience
Fall Line Capital June 2014 - Present
WizeCommerce (formerly Nextag) August 2011 - March 2014
Yodlee January 2008 - July 2011
Franklin Templeton Investments December 2005 - December 2007
Financial Engines May 2002 - November 2005
Blue Wireless October 2000 - March 2002
FaceTime Communications, Inc March 1998 - August 2000
International Thomson Publishing September 1992 - December 1997
Skills
Calendaring, Administrative..., Office Management, Outlook, Human Resources, PowerPoint, Management, Recruiting, Project Management, Time Management, Start-ups, Payroll, Contract Negotiation, Microsoft Excel, Performance Management, Administrative...
Education
College of San Mateo 1975 — 1977
Fall Line Capital June 2014 - Present
WizeCommerce (formerly Nextag) August 2011 - March 2014
Yodlee January 2008 - July 2011
Franklin Templeton Investments December 2005 - December 2007
Financial Engines May 2002 - November 2005
Blue Wireless October 2000 - March 2002
FaceTime Communications, Inc March 1998 - August 2000
International Thomson Publishing September 1992 - December 1997
Skills
Calendaring, Administrative..., Office Management, Outlook, Human Resources, PowerPoint, Management, Recruiting, Project Management, Time Management, Start-ups, Payroll, Contract Negotiation, Microsoft Excel, Performance Management, Administrative...
Education
College of San Mateo 1975 — 1977
Sheri Watts's Franklin Templeton Investments Experience 1992 - 1997
Job
Industry Consumer Services
Experience
Renfro Hosiery January 2012 - Present
Creative Kids Early Learning Centers December 2011 - January 2013
Franklin Templeton Investments 1992 - 1997
Franklin Templeton Investments 1992 - 1997
Franklin Templeton Investments 1992 - 1997
Franklin Templeton Investments 1992 - 1997
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Tennessee Wesleyan College 2015 — 2016
Bachelor’s Degree, Business Administration and Management, General
Cleveland State Community College 2012 — 2014
Associate’s Degree, Business Administration and Management, General
Cleveland State Community College 2010 — 2012
Associate’s Degree, Early Education
Renfro Hosiery January 2012 - Present
Creative Kids Early Learning Centers December 2011 - January 2013
Franklin Templeton Investments 1992 - 1997
Franklin Templeton Investments 1992 - 1997
Franklin Templeton Investments 1992 - 1997
Franklin Templeton Investments 1992 - 1997
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Tennessee Wesleyan College 2015 — 2016
Bachelor’s Degree, Business Administration and Management, General
Cleveland State Community College 2012 — 2014
Associate’s Degree, Business Administration and Management, General
Cleveland State Community College 2010 — 2012
Associate’s Degree, Early Education
Fatima Banoo Sheikh Fatima Banoo Sheikh's Franklin Templeton Investments Experience 1997 - 2001
Job Fitness and Yoga Instructor at San Mateo Athletic Health Club
Industry Real Estate
Experience
San Mateo Athletic Health Club August 2012 - Present
H & R Block 2007 - 2010
Dress Barn Clothiers 2003 - 2005
Bay Crest Dry Cleaners 1999 - 2003
Franklin Templeton Investments 1997 - 2001
Westin Hotels & Resorts 1994 - 1997
Skills
Windows, Microsoft Office, Property Management, Yoga Instruction, Community Outreach, Residential Real Estate, Health Education, Volunteering, Successful Business..., At Multitasking, Entrepreneurship, Microsoft Excel, Project Management, Public Speaking, Strategic Planning, Negotiation, Finance, Fitness, Leadership, Coaching, Research, Yoga, Wellness, Social Media, Budgets, Fitness Training, Team Building, Teaching, Marketing, Sales, Management, Event Management, Public Relations, Editing, Analysis, Customer Service
Education
College of San Mateo 2008 — 2015
Business and Psychology
College of San Mateo 2004 — 2005
Real Estate, Real Estate Practice and Real Estate Matth
Anthony's School of Real Estate 2004 — 2004
California Real Estate Agent, Residential Properties
San Mateo Athletic Health Club August 2012 - Present
H & R Block 2007 - 2010
Dress Barn Clothiers 2003 - 2005
Bay Crest Dry Cleaners 1999 - 2003
Franklin Templeton Investments 1997 - 2001
Westin Hotels & Resorts 1994 - 1997
Skills
Windows, Microsoft Office, Property Management, Yoga Instruction, Community Outreach, Residential Real Estate, Health Education, Volunteering, Successful Business..., At Multitasking, Entrepreneurship, Microsoft Excel, Project Management, Public Speaking, Strategic Planning, Negotiation, Finance, Fitness, Leadership, Coaching, Research, Yoga, Wellness, Social Media, Budgets, Fitness Training, Team Building, Teaching, Marketing, Sales, Management, Event Management, Public Relations, Editing, Analysis, Customer Service
Education
College of San Mateo 2008 — 2015
Business and Psychology
College of San Mateo 2004 — 2005
Real Estate, Real Estate Practice and Real Estate Matth
Anthony's School of Real Estate 2004 — 2004
California Real Estate Agent, Residential Properties
Cathy Whittington (Bolt/Johnston) Cathy Whittington (Bolt/Johnston)'s Franklin Templeton Investments Experience 1993 - 1995
Job Office Coordinator: West District Police at City of Arlington
Industry Government Administration
Experience
City of Arlington August 2011 - Present
City of Arlington September 2001 - August 2011
Cooper 1998 - 2000
Enpointe Technologies 1996 - 1998
Entex Information Services 1995 - 1996
Franklin Templeton Investments 1993 - 1995
Dalmo Victor Division of Bell Aerospace 1984 - 1991
Skills
Customer Service, Budget Management, Inventory Management, Program Management, Leadership, Policy, Microsoft Technologies, Access, Lawson HRIS, Lawson General Ledger, Kronos Timekeeping, Crash Reconstruction, Team Building, Facilities Management, Law Enforcement, Public Safety, Crime Prevention, Texas Notary
Education
College of San Mateo
Liberal Arts and Sciences/Liberal Studies
City of Arlington August 2011 - Present
City of Arlington September 2001 - August 2011
Cooper 1998 - 2000
Enpointe Technologies 1996 - 1998
Entex Information Services 1995 - 1996
Franklin Templeton Investments 1993 - 1995
Dalmo Victor Division of Bell Aerospace 1984 - 1991
Skills
Customer Service, Budget Management, Inventory Management, Program Management, Leadership, Policy, Microsoft Technologies, Access, Lawson HRIS, Lawson General Ledger, Kronos Timekeeping, Crash Reconstruction, Team Building, Facilities Management, Law Enforcement, Public Safety, Crime Prevention, Texas Notary
Education
College of San Mateo
Liberal Arts and Sciences/Liberal Studies
Santhosh John Santhosh John's Franklin Templeton Investments Experience May 2011 - January 2014
Job Software Development Manager, Lead Enterprise Architect
Industry Investment Management
Experience
Pearson plc January 2014 - Present
Franklin Templeton Investments May 2011 - January 2014
Globalstar May 2006 - May 2011
Vodafone June 2005 - May 2006
Vitria Technology February 2005 - June 2005
Entory AG 2004 - 2005
Scarlet 2003 - 2004
O2 Germany 2002 - 2003
Skills
Android, JMS, J2EE, JSF, Java, JDBC, CMS, Spring, JPA, REST, SOAP, Project Management, Cloud Computing, Java Enterprise Edition, SOA, Tomcat, XML, Integration, Mobile Devices, Spring Framework, Agile Methodologies, Software Development, Hibernate, Back-end Development, SDLC
Education
PSG College of Technology
Masters, Computer Applications
Coimbatore Institute of Technology
B.Sc in Computer Technology, computer technology
Pearson plc January 2014 - Present
Franklin Templeton Investments May 2011 - January 2014
Globalstar May 2006 - May 2011
Vodafone June 2005 - May 2006
Vitria Technology February 2005 - June 2005
Entory AG 2004 - 2005
Scarlet 2003 - 2004
O2 Germany 2002 - 2003
Skills
Android, JMS, J2EE, JSF, Java, JDBC, CMS, Spring, JPA, REST, SOAP, Project Management, Cloud Computing, Java Enterprise Edition, SOA, Tomcat, XML, Integration, Mobile Devices, Spring Framework, Agile Methodologies, Software Development, Hibernate, Back-end Development, SDLC
Education
PSG College of Technology
Masters, Computer Applications
Coimbatore Institute of Technology
B.Sc in Computer Technology, computer technology
Louis Mohn Louis Mohn's Franklin Templeton Investments Experience June 2015 - Present
Job Finance Rotational Accountant, Finance Rotation Program at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2015 - Present
Franklin Templeton Investments January 2014 - Present
Skills
Mortgage Banking, Compliance, Management, Economics, Leadership, Financial Accounting, Real Estate Economics, Econometrics, Public Speaking, Risk Management, Investments
Education
Columbia University in the City of New York 2010 — 2013
Bachelor of Arts, Economics
Franklin Templeton Investments June 2015 - Present
Franklin Templeton Investments January 2014 - Present
Skills
Mortgage Banking, Compliance, Management, Economics, Leadership, Financial Accounting, Real Estate Economics, Econometrics, Public Speaking, Risk Management, Investments
Education
Columbia University in the City of New York 2010 — 2013
Bachelor of Arts, Economics
Andrea Saldana Andrea Saldana's Franklin Templeton Investments Experience 2006 - 2011
Job Director at Visa
Industry Financial Services
Experience
Visa November 2011 - Present
Franklin Templeton Investments 2006 - 2011
Visa 2000 - 2006
Franklin Templeton Investments 1998 - 2000
Franklin Templeton Investments 1995 - 1998
Franklin Templeton Investments 1990 - 1995
Skills
Business Analysis, SharePoint, Business Process..., Testing, Team Leadership, Budgets, Business Process, Quality Assurance, Financial Analysis, Project Management, Vendor Management, SDLC, Cross-functional Team...
Education
College of San Mateo
AA, Business Administration, Accounting emphasis
Notre Dame de Namur University
BS, Business Administration
Visa November 2011 - Present
Franklin Templeton Investments 2006 - 2011
Visa 2000 - 2006
Franklin Templeton Investments 1998 - 2000
Franklin Templeton Investments 1995 - 1998
Franklin Templeton Investments 1990 - 1995
Skills
Business Analysis, SharePoint, Business Process..., Testing, Team Leadership, Budgets, Business Process, Quality Assurance, Financial Analysis, Project Management, Vendor Management, SDLC, Cross-functional Team...
Education
College of San Mateo
AA, Business Administration, Accounting emphasis
Notre Dame de Namur University
BS, Business Administration
Michael Tong Michael Tong's Franklin Templeton Investments Experience July 2006 - July 2008
Job
Industry Investment Management
Experience
Fiduciary Trust Company International June 2013 - Present
ELW Partners, LLC August 2012 - Present
CVS Caremark Corporation January 2013 - June 2013
Fiduciary Trust Company International July 2008 - August 2011
Franklin Templeton Investments July 2006 - July 2008
Heartland Payment Systems March 2005 - July 2006
Atkins May 2004 - August 2004
New York City May 2003 - August 2003
Skills
Strategy, Investment Management, Global Tactical Asset..., Financial Analysis, Financial Modeling, Investment Research, Strategic Consulting, Presentations, Data Analysis, MS Excel Pivot Tables, Microsoft Office, VBA, Finance, Corporate Finance, Competitive Analysis, Portfolio Management, Venture Capital, Sales, Valuation, Crystal Ball, Armenian, Bloomberg, Equities, Management Consulting, Urban Fantasy, Product Management, MS Access, Securities, Business Development, Access, Financial Services, Asset Allocation, Asset Management, Financial Advisory
Education
Copenhagen Business School
Master of Business Administration (M.B.A.), Entrepreneurship and Innovation
University of Florida
Bachelor's Degree, Business Administration, concentration in Computer Information Sciences
Center for Advanced Technologies at Lakewood High School
High School
Fiduciary Trust Company International June 2013 - Present
ELW Partners, LLC August 2012 - Present
CVS Caremark Corporation January 2013 - June 2013
Fiduciary Trust Company International July 2008 - August 2011
Franklin Templeton Investments July 2006 - July 2008
Heartland Payment Systems March 2005 - July 2006
Atkins May 2004 - August 2004
New York City May 2003 - August 2003
Skills
Strategy, Investment Management, Global Tactical Asset..., Financial Analysis, Financial Modeling, Investment Research, Strategic Consulting, Presentations, Data Analysis, MS Excel Pivot Tables, Microsoft Office, VBA, Finance, Corporate Finance, Competitive Analysis, Portfolio Management, Venture Capital, Sales, Valuation, Crystal Ball, Armenian, Bloomberg, Equities, Management Consulting, Urban Fantasy, Product Management, MS Access, Securities, Business Development, Access, Financial Services, Asset Allocation, Asset Management, Financial Advisory
Education
Copenhagen Business School
Master of Business Administration (M.B.A.), Entrepreneurship and Innovation
University of Florida
Bachelor's Degree, Business Administration, concentration in Computer Information Sciences
Center for Advanced Technologies at Lakewood High School
High School
Stafford Higgins's Franklin Templeton Investments Experience November 2007 - June 2008
Job Vice President & Partner at StoneRidge Insurance Brokers (Toronto)
Industry Insurance
Experience
StoneRidge Insurance Brokers (Toronto) March 2015 - Present
Aon Risk Solutions January 2013 - March 2015
Marsh Canada Limited August 2009 - January 2013
Franklin Templeton Investments November 2007 - June 2008
Skills
Insurance, Commercial Insurance, Property & Casualty..., Brokers, General Insurance, Liability, Risk Management, Reinsurance, Claim, Customer Service, Financial Risk, Sales, Strategic Planning
Education
Concordia University
StoneRidge Insurance Brokers (Toronto) March 2015 - Present
Aon Risk Solutions January 2013 - March 2015
Marsh Canada Limited August 2009 - January 2013
Franklin Templeton Investments November 2007 - June 2008
Skills
Insurance, Commercial Insurance, Property & Casualty..., Brokers, General Insurance, Liability, Risk Management, Reinsurance, Claim, Customer Service, Financial Risk, Sales, Strategic Planning
Education
Concordia University
Josh Halter Josh Halter's Franklin Templeton Investments Experience May 2015 - August 2015
Job Intern at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments May 2015 - August 2015
Skills
Public Speaking, Management, PowerPoint, Microsoft Excel, Customer Service, Research, Microsoft Word, Microsoft Office, Sales, Marketing, Event Planning, English, Teamwork, Strategic Planning, Budgets, Leadership, Team Leadership, Social Media
Education
Clemson University 2014 — 2017
Bachelor of Science (B.S.), Accounting and Finance
Queens University of Charlotte 2013 — 2014
Business/Managerial Economics
Fairport High School
Franklin Templeton Investments May 2015 - August 2015
Skills
Public Speaking, Management, PowerPoint, Microsoft Excel, Customer Service, Research, Microsoft Word, Microsoft Office, Sales, Marketing, Event Planning, English, Teamwork, Strategic Planning, Budgets, Leadership, Team Leadership, Social Media
Education
Clemson University 2014 — 2017
Bachelor of Science (B.S.), Accounting and Finance
Queens University of Charlotte 2013 — 2014
Business/Managerial Economics
Fairport High School
Virginia E. Rosas Virginia E. Rosas's Franklin Templeton Investments Experience December 2012 - Present
Job Senior Corporate Counsel at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2012 - Present
Franklin Templeton Investments May 2008 - November 2012
Franklin Templeton Investments May 2007 - May 2008
Wilson Sonsini Goodrich & Rosati September 1999 - May 2007
O'Melveny & Myers LLP May 1998 - August 1998
Skills
State Bar of California, Corporate Law, Corporate Governance, Securities Regulation, Legal Compliance, Legal Advice, Legal Issues, Legal Documents
Education
Columbia Law School 1996 — 1999
JD, Law
Stanford University 1990 — 1995
BA, Public Policy
Winters High School
HS Diploma
Franklin Templeton Investments December 2012 - Present
Franklin Templeton Investments May 2008 - November 2012
Franklin Templeton Investments May 2007 - May 2008
Wilson Sonsini Goodrich & Rosati September 1999 - May 2007
O'Melveny & Myers LLP May 1998 - August 1998
Skills
State Bar of California, Corporate Law, Corporate Governance, Securities Regulation, Legal Compliance, Legal Advice, Legal Issues, Legal Documents
Education
Columbia Law School 1996 — 1999
JD, Law
Stanford University 1990 — 1995
BA, Public Policy
Winters High School
HS Diploma
Jeannette Simmons Jr. Jeannette Simmons Jr.'s Franklin Templeton Investments Experience April 2008 - March 2013
Job Senior HR Business Partner
Industry Information Technology and Services
Experience
Contractor March 2013 - Present
Revshop (formerly known as Enterprise Communication Media Corp) January 2014 - August 2014
FTI, Visa, and various corporate public and private companies January 2007 - December 2013
Franklin Templeton Investments April 2008 - March 2013
Franklin Templeton Investments November 1993 - April 2008
Skills
Talent Management, HR Consulting, Employee Engagement, Workforce Planning, Performance Management, HRIS, Deferred Compensation, Succession Planning, Talent Acquisition, Job Evaluation, PeopleSoft, Onboarding, Employee Relations, Applicant Tracking..., Employee Benefits, College Recruiting, Organizational..., Personnel Management, Recruiting, Change Management, Organizational..., Cross-functional Team..., Human Resources, Interviews, Leadership Development, Organizational..., Taleo, Organizational Design, Team Leadership, Management, Strategy, Program Management, Project Management, Voice Over, Leadership, HR Policies, Executive Pay, Analysis, Manage Client..., Influence Others, Employee Training, Vendor Management, Business Analysis, Training Delivery, Culture Change, Consulting, Strategic Planning, Business Strategy
Education
San Francisco State University
Communication, General
College of San Mateo
General Studies
Contractor March 2013 - Present
Revshop (formerly known as Enterprise Communication Media Corp) January 2014 - August 2014
FTI, Visa, and various corporate public and private companies January 2007 - December 2013
Franklin Templeton Investments April 2008 - March 2013
Franklin Templeton Investments November 1993 - April 2008
Skills
Talent Management, HR Consulting, Employee Engagement, Workforce Planning, Performance Management, HRIS, Deferred Compensation, Succession Planning, Talent Acquisition, Job Evaluation, PeopleSoft, Onboarding, Employee Relations, Applicant Tracking..., Employee Benefits, College Recruiting, Organizational..., Personnel Management, Recruiting, Change Management, Organizational..., Cross-functional Team..., Human Resources, Interviews, Leadership Development, Organizational..., Taleo, Organizational Design, Team Leadership, Management, Strategy, Program Management, Project Management, Voice Over, Leadership, HR Policies, Executive Pay, Analysis, Manage Client..., Influence Others, Employee Training, Vendor Management, Business Analysis, Training Delivery, Culture Change, Consulting, Strategic Planning, Business Strategy
Education
San Francisco State University
Communication, General
College of San Mateo
General Studies
Greg Bourne AIF® CRPS® Greg Bourne AIF® CRPS®'s Franklin Templeton Investments Experience December 2006 - Present
Job DCIO Internal Wholesaler at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2006 - Present
Skills
Investments, 401k, Mutual Funds, 529 Plans, Defined Benefit, SEP IRA, Simple IRA, 403 b, Rollovers, Retirement Plan..., Retirement Planning, IRAs, Roth IRA, Self Directed IRA, Series 6, Retirement, Investment Advisory, Asset Allocation, Separately Managed..., Qualified Retirement..., Series 7, Series 63
Education
College for Financial Planning 2012 — 2013
Chartered Retirement Plan Specialist, Financial Planning and Services
University of South Alabama 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Management
Tate High
Franklin Templeton Investments December 2006 - Present
Skills
Investments, 401k, Mutual Funds, 529 Plans, Defined Benefit, SEP IRA, Simple IRA, 403 b, Rollovers, Retirement Plan..., Retirement Planning, IRAs, Roth IRA, Self Directed IRA, Series 6, Retirement, Investment Advisory, Asset Allocation, Separately Managed..., Qualified Retirement..., Series 7, Series 63
Education
College for Financial Planning 2012 — 2013
Chartered Retirement Plan Specialist, Financial Planning and Services
University of South Alabama 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Management
Tate High
Carol Shuping's Franklin Templeton Investments Experience July 1999 - May 2000
Job Sales Executive | Account Manager with Expertise in Healthcare || Open to New Opportunities
Industry Hospital & Health Care
Experience
Leadership for Sales Executives Account Management in the San Francisco North Bay Area 2015 - Present
Cruise Planners - Black Pearl Travel April 2014 - Present
Kaiser Foundation Health Plan February 2007 - June 2015
NFIB July 2006 - February 2007
Eureka Chamber of Commerce January 2006 - July 2006
Kabloom Flower Shop March 2003 - March 2006
Wells Fargo Advisors July 2002 - July 2003
Wells Fargo Advisors August 2000 - July 2002
Franklin Templeton Investments July 1999 - May 2000
Franklin Templeton Investments March 1999 - July 1999
Skills
Consultative Selling, Pipeline Management, CRM applications, Time Management, Leadership, Customer Service, Training, Health Insurance, Sales Management, Marketing, Teamwork, Process Scheduler, Business, Sales, Insurance, Revenue Cycle, Hiring, Telephone Skills, Goal Oriented, Strategic Planning, Strategy, Healthcare, Commitment to Customer..., Employee Benefits, Account Management, Organizing, Team Leadership, Pipeline Development, Business Planning, Value Based Selling, Solution Selling, Cross Selling, Customer Satisfaction, Long-term Customer..., Business Strategy, New Business Development, Small Business, Benefits Administration, Business Development, Client Relations, Client Services, Client Development, Client Rapport, Professional Experience, Financial Management..., Customer Experience, Customer Experience..., Wellness, Employee Wellness, CRM
Education
Cal State East Bay 1984 — 1987
BS, Business (Marketing
College of Alameda 1981 — 1984
AA, Fashion Arts
Leadership for Sales Executives Account Management in the San Francisco North Bay Area 2015 - Present
Cruise Planners - Black Pearl Travel April 2014 - Present
Kaiser Foundation Health Plan February 2007 - June 2015
NFIB July 2006 - February 2007
Eureka Chamber of Commerce January 2006 - July 2006
Kabloom Flower Shop March 2003 - March 2006
Wells Fargo Advisors July 2002 - July 2003
Wells Fargo Advisors August 2000 - July 2002
Franklin Templeton Investments July 1999 - May 2000
Franklin Templeton Investments March 1999 - July 1999
Skills
Consultative Selling, Pipeline Management, CRM applications, Time Management, Leadership, Customer Service, Training, Health Insurance, Sales Management, Marketing, Teamwork, Process Scheduler, Business, Sales, Insurance, Revenue Cycle, Hiring, Telephone Skills, Goal Oriented, Strategic Planning, Strategy, Healthcare, Commitment to Customer..., Employee Benefits, Account Management, Organizing, Team Leadership, Pipeline Development, Business Planning, Value Based Selling, Solution Selling, Cross Selling, Customer Satisfaction, Long-term Customer..., Business Strategy, New Business Development, Small Business, Benefits Administration, Business Development, Client Relations, Client Services, Client Development, Client Rapport, Professional Experience, Financial Management..., Customer Experience, Customer Experience..., Wellness, Employee Wellness, CRM
Education
Cal State East Bay 1984 — 1987
BS, Business (Marketing
College of Alameda 1981 — 1984
AA, Fashion Arts
Ajay Jogia Ajay Jogia's Franklin Templeton Investments Experience January 2003 - Present
Job 20 years experience in the financial services operations environment
Industry Financial Services
Experience
Franklin Templeton Investments January 2003 - Present
Franklin Templeton Investments January 2000 - December 2002
Franklin Templeton Investments January 1996 - December 2001
Franklin Templeton Investments May 1989 - December 1995
Skills
Fund Accounting, Problem Solving, Mutual Funds, Training, Program Management, Fund Administration, Corporate Actions, Alternative Investments, Leadership, Hedge Funds, Visio, Management, Settlement, Bloomberg
Education
College of San Mateo
Coursework in Accounting, Microsoft Office Apps, Writing & Speech
Skyline College
Coursework in English, Mathematics, Business & History
Franklin Templeton Investments January 2003 - Present
Franklin Templeton Investments January 2000 - December 2002
Franklin Templeton Investments January 1996 - December 2001
Franklin Templeton Investments May 1989 - December 1995
Skills
Fund Accounting, Problem Solving, Mutual Funds, Training, Program Management, Fund Administration, Corporate Actions, Alternative Investments, Leadership, Hedge Funds, Visio, Management, Settlement, Bloomberg
Education
College of San Mateo
Coursework in Accounting, Microsoft Office Apps, Writing & Speech
Skyline College
Coursework in English, Mathematics, Business & History
Kelly Andersen's Franklin Templeton Investments Experience July 2008 - September 2013
Job Administrative Assistant IV at Kaiser Permanente, HR Strategy & Management
Industry Hospital & Health Care
Experience
Kaiser Permanente, HR Strategy & Management May 2015 - Present
KellyAndersenPA.com October 2013 - Present
Kaiser Permanente January 2015 - May 2015
Kaiser Permanente May 2014 - January 2015
Kaiser Permanente January 2014 - April 2014
Franklin Templeton Investments July 2008 - September 2013
Franklin Templeton Investments 2003 - 2008
Franklin Templeton Investments 2001 - 2003
Webvan December 1999 - March 2001
Skills
Microsoft Office, Budgets, Customer Service, Management, Contract Management, Asset Management, SharePoint, Office Administration, Administrative Work, Executive Support, Procurement, Events Coordination, Travel Arrangements, Human Resources, Training, Software Documentation, Administrative..., Administrative..., Outlook, Event Planning, Vendor Management
Education
San Francisco State University 1994 — 1996
Bachelor of Arts, Art with Photography emphasis
College of San Mateo 1998 — 2000
Microsoft Office Software, Adobe Photoshop
Kaiser Permanente, HR Strategy & Management May 2015 - Present
KellyAndersenPA.com October 2013 - Present
Kaiser Permanente January 2015 - May 2015
Kaiser Permanente May 2014 - January 2015
Kaiser Permanente January 2014 - April 2014
Franklin Templeton Investments July 2008 - September 2013
Franklin Templeton Investments 2003 - 2008
Franklin Templeton Investments 2001 - 2003
Webvan December 1999 - March 2001
Skills
Microsoft Office, Budgets, Customer Service, Management, Contract Management, Asset Management, SharePoint, Office Administration, Administrative Work, Executive Support, Procurement, Events Coordination, Travel Arrangements, Human Resources, Training, Software Documentation, Administrative..., Administrative..., Outlook, Event Planning, Vendor Management
Education
San Francisco State University 1994 — 1996
Bachelor of Arts, Art with Photography emphasis
College of San Mateo 1998 — 2000
Microsoft Office Software, Adobe Photoshop
John Max Kelly John Max Kelly's Franklin Templeton Investments Experience July 2015 - Present
Job Futures Associate Strategic Advisory Services at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments July 2015 - Present
Franklin Templeton Investments July 2014 - Present
Franklin Templeton Investments March 2015 - July 2015
Franklin Templeton Investments November 2014 - March 2015
Franklin Templeton Investments July 2014 - November 2014
Fiduciary Trust Company International February 2014 - April 2014
Fiduciary Trust Company International June 2013 - August 2013
Skills
Asset Allocation, Macroeconomics, Global Tactical Asset..., Project Management, Portfolio Optimization, Morningstar Direct, FactSet, Financial Analysis, Research, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office, SharePoint, Teamwork, Leadership, Public Speaking, Team Leadership, Time Management, Business Insights
Education
Coastal Carolina University 2009 — 2013
BSBA, Finance, Wealth Managment.
Christian Brothers Academy 2005 — 2009
Franklin Templeton Investments July 2015 - Present
Franklin Templeton Investments July 2014 - Present
Franklin Templeton Investments March 2015 - July 2015
Franklin Templeton Investments November 2014 - March 2015
Franklin Templeton Investments July 2014 - November 2014
Fiduciary Trust Company International February 2014 - April 2014
Fiduciary Trust Company International June 2013 - August 2013
Skills
Asset Allocation, Macroeconomics, Global Tactical Asset..., Project Management, Portfolio Optimization, Morningstar Direct, FactSet, Financial Analysis, Research, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office, SharePoint, Teamwork, Leadership, Public Speaking, Team Leadership, Time Management, Business Insights
Education
Coastal Carolina University 2009 — 2013
BSBA, Finance, Wealth Managment.
Christian Brothers Academy 2005 — 2009
allan schlar allan schlar's Franklin Templeton Investments Experience 2000 - 2009
Job SVP Business Dev. & Digital Business Event Coach: Our Commerphere PlatformBusiness Events Like You've Never Experienced
Industry Marketing and Advertising
Experience
Commersphere January 2015 - Present
AMP-direct (e10egency) May 2011 - Present
e10egency May 2011 - November 2011
Angoss Software Corp (Parent Company of Sapien Information Services) March 2010 - May 2011
Sapien Information Services March 2010 - May 2011
Transcontinental Database Marketing February 2009 - January 2010
Franklin Templeton Investments 2000 - 2009
FS Consulting Group (Private) 2000 - 2000
RBC Financial Group and Royal Trust 1990 - 2000
Skills
CRM, Strategy, E-commerce, Marketing Strategy, New Business Development, Social Media Marketing, Marketing, Online Marketing, Lead Generation, Business Strategy, Mobile Devices, Management, Leadership, Enterprise Software, Business Development, Sales Process, Advertising, Strategic Planning, Sales, Project Management, Analytics, Multi-channel Marketing, Program Management, Digital Marketing, Email Marketing, Strategic Partnerships, Direct Marketing, Competitive Analysis, Consulting, Business Intelligence, Marketing Communications, Integrated Marketing
Education
Concordia University
University of Toronto
Commersphere January 2015 - Present
AMP-direct (e10egency) May 2011 - Present
e10egency May 2011 - November 2011
Angoss Software Corp (Parent Company of Sapien Information Services) March 2010 - May 2011
Sapien Information Services March 2010 - May 2011
Transcontinental Database Marketing February 2009 - January 2010
Franklin Templeton Investments 2000 - 2009
FS Consulting Group (Private) 2000 - 2000
RBC Financial Group and Royal Trust 1990 - 2000
Skills
CRM, Strategy, E-commerce, Marketing Strategy, New Business Development, Social Media Marketing, Marketing, Online Marketing, Lead Generation, Business Strategy, Mobile Devices, Management, Leadership, Enterprise Software, Business Development, Sales Process, Advertising, Strategic Planning, Sales, Project Management, Analytics, Multi-channel Marketing, Program Management, Digital Marketing, Email Marketing, Strategic Partnerships, Direct Marketing, Competitive Analysis, Consulting, Business Intelligence, Marketing Communications, Integrated Marketing
Education
Concordia University
University of Toronto
Ron Gonen Ron Gonen's Franklin Templeton Investments Experience 2000 - 2002
Job Consultant
Industry Investment Management
Experience
Emet Advisors March 2010 - Present
Gems Investment Research 2007 - 2010
Deutsche Bank Israel 2006 - 2006
Arrow Investments 2004 - 2005
Franklin Templeton Investments 2000 - 2002
Princeton University Investment Company 1998 - 2000
Skills
Analysis, Financial Services, Business Valuation, Trading, Data Analysis, Investment Management, E-commerce, Venture Capital, Negotiation, Program Management, Cross-functional Team..., Business Planning, IT Strategy, Strategic Partnerships, Investor Relations, Social Media, SaaS, Equities, Marketing, Product Marketing, Executive Management, Valuation, Structured Finance, Securities, Financial Modeling, Management, Digital Media, Mobile Devices, Online Advertising, Investment Strategies, Entrepreneurship
Education
Columbia University - Columbia Business School 2003 — 2004
MBA, Finance
Princeton University 1994 — 1998
BA, Economics, Minor in Politics
Emet Advisors March 2010 - Present
Gems Investment Research 2007 - 2010
Deutsche Bank Israel 2006 - 2006
Arrow Investments 2004 - 2005
Franklin Templeton Investments 2000 - 2002
Princeton University Investment Company 1998 - 2000
Skills
Analysis, Financial Services, Business Valuation, Trading, Data Analysis, Investment Management, E-commerce, Venture Capital, Negotiation, Program Management, Cross-functional Team..., Business Planning, IT Strategy, Strategic Partnerships, Investor Relations, Social Media, SaaS, Equities, Marketing, Product Marketing, Executive Management, Valuation, Structured Finance, Securities, Financial Modeling, Management, Digital Media, Mobile Devices, Online Advertising, Investment Strategies, Entrepreneurship
Education
Columbia University - Columbia Business School 2003 — 2004
MBA, Finance
Princeton University 1994 — 1998
BA, Economics, Minor in Politics
Robeiro Canola Robeiro Canola's Franklin Templeton Investments Experience May 1996 - September 1996
Job Independent Development/Strategic Planning Consultant
Industry Management Consulting
Experience
Elite Jet Concierge May 2011 - Present
Canola & Associates, LLP February 2009 - Present
Seymour Law Firm, LLC 2011 - 2011
Coldewell Banker 2004 - 2008
New York University 1998 - 2002
TSG Capital Hedge Fund Group June 1996 - September 1997
Franklin Templeton Investments May 1996 - September 1996
Education
New York University 2000 — 2002
Masters of Science, Organizational Development/Communications
Columbia University 1996 — 2000
BS, Sociology, Major in Economics-Philosophy
King Low-Heywood Thomas 1994 — 1996
High School
Rye Country Day School
High School, Attended
Elite Jet Concierge May 2011 - Present
Canola & Associates, LLP February 2009 - Present
Seymour Law Firm, LLC 2011 - 2011
Coldewell Banker 2004 - 2008
New York University 1998 - 2002
TSG Capital Hedge Fund Group June 1996 - September 1997
Franklin Templeton Investments May 1996 - September 1996
Education
New York University 2000 — 2002
Masters of Science, Organizational Development/Communications
Columbia University 1996 — 2000
BS, Sociology, Major in Economics-Philosophy
King Low-Heywood Thomas 1994 — 1996
High School
Rye Country Day School
High School, Attended
Ernest Tan Ernest Tan's Franklin Templeton Investments Experience July 2005 - December 2007
Job Director at Tano Capital
Industry Financial Services
Experience
Tano Capital April 2008 - Present
Franklin Templeton Investments July 2005 - December 2007
Gateway Container Corporation January 1997 - December 2004
GE Capital March 1990 - December 1996
Franklin Templeton Group January 1983 - February 1990
Education
Southwestern Law School 1982 — 1983
Colgate University 1976 — 1980
BA, English / History
Colgate University 1976 — 1980
Colgate University 1976 — 1980
Tano Capital April 2008 - Present
Franklin Templeton Investments July 2005 - December 2007
Gateway Container Corporation January 1997 - December 2004
GE Capital March 1990 - December 1996
Franklin Templeton Group January 1983 - February 1990
Education
Southwestern Law School 1982 — 1983
Colgate University 1976 — 1980
BA, English / History
Colgate University 1976 — 1980
Colgate University 1976 — 1980
Karim Hassouna Karim Hassouna's Franklin Templeton Investments Experience
Job Senior Vice President at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments
Skills
Asset Management, Valuation, Equities, Investments, Private Equity, Alternative Investments, Investment Strategies, Asset Managment, Asset Allocation, Due Diligence, Capital Markets, Fixed Income, Portfolio Management, Financial Modeling, Investment Management
Education
Columbia University - School of International and Public Affairs
Gettyburg College
Franklin Templeton Investments
Skills
Asset Management, Valuation, Equities, Investments, Private Equity, Alternative Investments, Investment Strategies, Asset Managment, Asset Allocation, Due Diligence, Capital Markets, Fixed Income, Portfolio Management, Financial Modeling, Investment Management
Education
Columbia University - School of International and Public Affairs
Gettyburg College
Yvette Vandenberg Yvette Vandenberg's Franklin Templeton Investments Experience August 1994 - Present
Job Specialist Customer Service, Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 1994 - Present
Dwell Magazine January 2006 - December 2006
Private Ranch September 1991 - November 1993
Skills
Customer Service, Mutual Funds, Roth IRA, Traditional IRA, Mentoring New Hires, Travel Planning, Microsoft Excel, Microsoft Word, Sales, Series 63, Series 6, Microsoft Office, Travel Arrangements, Event Planning, Team Building, Marketing, Management, Leadership, Editing, SEO, Social Media, Social Media Marketing, FileMaker, Snowboarding, Downhill Skiing
Education
College of San Mateo 1991 — 1993
Accounting and Business/Management
Burlingame High School 1987 — 1991
Franklin Templeton Investments August 1994 - Present
Dwell Magazine January 2006 - December 2006
Private Ranch September 1991 - November 1993
Skills
Customer Service, Mutual Funds, Roth IRA, Traditional IRA, Mentoring New Hires, Travel Planning, Microsoft Excel, Microsoft Word, Sales, Series 63, Series 6, Microsoft Office, Travel Arrangements, Event Planning, Team Building, Marketing, Management, Leadership, Editing, SEO, Social Media, Social Media Marketing, FileMaker, Snowboarding, Downhill Skiing
Education
College of San Mateo 1991 — 1993
Accounting and Business/Management
Burlingame High School 1987 — 1991
Vishnu Singh's Franklin Templeton Investments Experience August 2000 - Present
Job Portfolio Analyst at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments August 2000 - Present
DoubleClick 2000 - 2000
Rook Electronics 1998 - 2000
Aureal Inc 1995 - 1998
Renault & Handley 1989 - 1991
Education
San Jose State University 1995 — 1997
BS, Accounting
Notre Dame de Namur University 1987 — 1989
MBA, Business
Cleveland State University 1979 — 1984
BSIE, Engineering
Franklin Templeton Investments August 2000 - Present
DoubleClick 2000 - 2000
Rook Electronics 1998 - 2000
Aureal Inc 1995 - 1998
Renault & Handley 1989 - 1991
Education
San Jose State University 1995 — 1997
BS, Accounting
Notre Dame de Namur University 1987 — 1989
MBA, Business
Cleveland State University 1979 — 1984
BSIE, Engineering
Kristian Kruger, CFA's Franklin Templeton Investments Experience 2014 - Present
Job Investment Risk Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 2014 - Present
Stifel Financial Corp. 2012 - 2013
Rochdale Investment Management 2008 - 2011
Mellon Capital Management 2007 - 2008
Bank of Copenhagen 2005 - 2007
Øresundsbro Konsortiet 2003 - 2005
Aarhus School of Business 2002 - 2003
Skills
Hedge Funds, Asset Allocation, Portfolio Management, Alternative Investments, Investments, Asset Management, Trading, Mutual Funds, Derivatives, Risk Management, Business Development, CRM, Sales, Strategic Partnerships, Enterprise Software, Financial Markets, Entrepreneurship, VBA, Bloomberg, Fixed Income, Leadership, International Business, IPO, Performance Measurement, FactSet, Bonds
Education
CFA Institute
CFA, CFA Charterholder
Copenhagen Business School 2003 — 2005
Master of Science, Finance
Aarhus School of Business 2000 — 2003
BS, Economics and Business Administration
FINRA
Series 7, Series 66
Franklin Templeton Investments 2014 - Present
Stifel Financial Corp. 2012 - 2013
Rochdale Investment Management 2008 - 2011
Mellon Capital Management 2007 - 2008
Bank of Copenhagen 2005 - 2007
Øresundsbro Konsortiet 2003 - 2005
Aarhus School of Business 2002 - 2003
Skills
Hedge Funds, Asset Allocation, Portfolio Management, Alternative Investments, Investments, Asset Management, Trading, Mutual Funds, Derivatives, Risk Management, Business Development, CRM, Sales, Strategic Partnerships, Enterprise Software, Financial Markets, Entrepreneurship, VBA, Bloomberg, Fixed Income, Leadership, International Business, IPO, Performance Measurement, FactSet, Bonds
Education
CFA Institute
CFA, CFA Charterholder
Copenhagen Business School 2003 — 2005
Master of Science, Finance
Aarhus School of Business 2000 — 2003
BS, Economics and Business Administration
FINRA
Series 7, Series 66
David Ussery's Franklin Templeton Investments Experience 2007 - 2009
Job Sr. Technical Lead at Franklin Templeton
Industry Computer Software
Experience
Franklin Templeton Group 2009 - Present
Franklin Templeton Investments 2007 - 2009
Franklin Templeton Investments 2000 - March 2007
AEGON 1998 - 1998
TSYS 1993 - 1994
Education
Columbus State University 1993 — 1995
Bachelor of Science, Computer Science
University of Maine 1990 — 1993
Bachelor of Science, Accounting
Franklin Templeton Group 2009 - Present
Franklin Templeton Investments 2007 - 2009
Franklin Templeton Investments 2000 - March 2007
AEGON 1998 - 1998
TSYS 1993 - 1994
Education
Columbus State University 1993 — 1995
Bachelor of Science, Computer Science
University of Maine 1990 — 1993
Bachelor of Science, Accounting
Rachelle Rabin's Franklin Templeton Investments Experience December 2014 - Present
Job Senior Video Producer at Franklin Templeton Investments
Industry Broadcast Media
Experience
Franklin Templeton Investments December 2014 - Present
Franklin Templeton Investments August 2003 - Present
Franklin Templeton August 2001 - August 2003
Franklin Templeton Investments July 1999 - August 2001
KCSM February 1999 - January 2000
Live 105 March 1995 - November 1997
KCSM June 1995 - November 1996
Teamwork Concepts June 1991 - October 1995
Japan Airlines Federal Credit Union June 1992 - January 1994
Skills
Video Production, Video Editing, Video, Sound, Multimedia, Editing, Final Cut Pro, Voice Over, Broadcast, Television, Digital Media, Blogging, Painting, Audio Board, Audio Editing, New Media, Mac, Producing, Post Production, Creative Direction
Education
San Francisco State University 1996 — 1998
Bachelor of Arts (B.A.), Radio and Television
College of San Mateo 1993 — 1996
Associate of Arts (A.A.), Radio and Television
Franklin Templeton Investments December 2014 - Present
Franklin Templeton Investments August 2003 - Present
Franklin Templeton August 2001 - August 2003
Franklin Templeton Investments July 1999 - August 2001
KCSM February 1999 - January 2000
Live 105 March 1995 - November 1997
KCSM June 1995 - November 1996
Teamwork Concepts June 1991 - October 1995
Japan Airlines Federal Credit Union June 1992 - January 1994
Skills
Video Production, Video Editing, Video, Sound, Multimedia, Editing, Final Cut Pro, Voice Over, Broadcast, Television, Digital Media, Blogging, Painting, Audio Board, Audio Editing, New Media, Mac, Producing, Post Production, Creative Direction
Education
San Francisco State University 1996 — 1998
Bachelor of Arts (B.A.), Radio and Television
College of San Mateo 1993 — 1996
Associate of Arts (A.A.), Radio and Television
Nayan Sheth's Franklin Templeton Investments Experience January 2014 - Present
Job at
Industry Investment Management
Experience
Franklin Templeton Investments January 2014 - Present
Mirae Asset Global Investments (USA) LLC 2011 - 2014
Perennial Investment Partners 2007 - 2009
TIAA-CREF 2003 - 2007
J.P. Morgan 2001 - 2002
Skills
Bloomberg, Equities, Equity Research, Fixed Income, Valuation, Financial Modeling, Investments, Portfolio Management, Asset Management, Hedge Funds, Mutual Funds, Capital Markets, Alternative Investments, Asset Allocation, Data Analysis, Financial Analysis, Series 7, Investment Strategies, Equity Valuation, Derivatives
Education
Columbia University - Columbia Business School 2010 — 2011
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor of Arts (B.A.), Economics
Franklin Templeton Investments January 2014 - Present
Mirae Asset Global Investments (USA) LLC 2011 - 2014
Perennial Investment Partners 2007 - 2009
TIAA-CREF 2003 - 2007
J.P. Morgan 2001 - 2002
Skills
Bloomberg, Equities, Equity Research, Fixed Income, Valuation, Financial Modeling, Investments, Portfolio Management, Asset Management, Hedge Funds, Mutual Funds, Capital Markets, Alternative Investments, Asset Allocation, Data Analysis, Financial Analysis, Series 7, Investment Strategies, Equity Valuation, Derivatives
Education
Columbia University - Columbia Business School 2010 — 2011
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor of Arts (B.A.), Economics
Sheila Jambekar's Franklin Templeton Investments Experience February 2011 - June 2012
Job Senior Counsel at Twilio Inc.
Industry Law Practice
Experience
Twilio Inc. July 2015 - Present
Zynga February 2014 - July 2015
Zynga Inc. June 2012 - February 2014
Franklin Templeton Investments February 2011 - June 2012
Morgan, Lewis & Bockius LLP October 2005 - February 2011
Robert S. Summers May 2003 - May 2005
National Labor Relations Board, Region 32 August 2004 - December 2004
Northwestern Juvenile Project June 1999 - August 2000
Skills
Commercial Litigation, Internal Investigations, Securities Litigation, Litigation Management, Litigation, Class Actions, Privacy Law, Legal Issues
Education
Cornell Law School 2002 — 2005
Juris Doctorate, Law
Yale University 2000 — 2002
Master of Science, Psychology
University of Michigan 1995 — 1999
B.A., Psychology
Twilio Inc. July 2015 - Present
Zynga February 2014 - July 2015
Zynga Inc. June 2012 - February 2014
Franklin Templeton Investments February 2011 - June 2012
Morgan, Lewis & Bockius LLP October 2005 - February 2011
Robert S. Summers May 2003 - May 2005
National Labor Relations Board, Region 32 August 2004 - December 2004
Northwestern Juvenile Project June 1999 - August 2000
Skills
Commercial Litigation, Internal Investigations, Securities Litigation, Litigation Management, Litigation, Class Actions, Privacy Law, Legal Issues
Education
Cornell Law School 2002 — 2005
Juris Doctorate, Law
Yale University 2000 — 2002
Master of Science, Psychology
University of Michigan 1995 — 1999
B.A., Psychology
Ryan O'Malley's Franklin Templeton Investments Experience June 2009 - September 2009
Job Analyst at Payden & Rygel
Industry Investment Management
Experience
Payden & Rygel February 2011 - Present
Franklin Templeton Investments June 2009 - September 2009
Tidal Creek Capital Management, LLC January 2008 - August 2008
Origin Capital Management, LLC December 2004 - January 2008
KPMG, LLP September 2003 - November 2004
Skills
Financial Modeling, Bloomberg, Financial Analysis, Equity Research, Fixed Income Research, High Yield, Valuation, Factset, Industry Analysis, Capital IQ, Credit Analysis, Fundamental Research, Debt, Bonds, Morningstar, Fixed Income, VBA, Leveraged Finance, Stock Picking, Thomson One, Equities, Competitive Analysis, Fixed Income Analysis, Finance, Investment Strategies, Securities, Mergers & Acquisitions, Alternative Investments, Thompson One, Research, Hedge Funds
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA, Finance, Entrepreneurship
Columbia University in the City of New York 1999 — 2003
B.A., Economics
CCDS
Peddie School
Payden & Rygel February 2011 - Present
Franklin Templeton Investments June 2009 - September 2009
Tidal Creek Capital Management, LLC January 2008 - August 2008
Origin Capital Management, LLC December 2004 - January 2008
KPMG, LLP September 2003 - November 2004
Skills
Financial Modeling, Bloomberg, Financial Analysis, Equity Research, Fixed Income Research, High Yield, Valuation, Factset, Industry Analysis, Capital IQ, Credit Analysis, Fundamental Research, Debt, Bonds, Morningstar, Fixed Income, VBA, Leveraged Finance, Stock Picking, Thomson One, Equities, Competitive Analysis, Fixed Income Analysis, Finance, Investment Strategies, Securities, Mergers & Acquisitions, Alternative Investments, Thompson One, Research, Hedge Funds
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA, Finance, Entrepreneurship
Columbia University in the City of New York 1999 — 2003
B.A., Economics
CCDS
Peddie School
Brad Carris's Franklin Templeton Investments Experience August 2001 - Present
Job Analyst/PM at Franklin Templeton
Industry Investment Management
Experience
Franklin Templeton Investments August 2001 - Present
Andersen Consulting 1994 - 1999
US Navy May 1992 - May 1994
Skills
Financial Modeling, Portfolio Management, Strategy, Investments, Equities, Valuation, Asset Management, Management
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance, Accounting
Duke University 1988 — 1992
Bachelor's degree, Political science, concentration in Spanish
The Hun School of Princeton 1985 — 1988
HS
Franklin Templeton Investments August 2001 - Present
Andersen Consulting 1994 - 1999
US Navy May 1992 - May 1994
Skills
Financial Modeling, Portfolio Management, Strategy, Investments, Equities, Valuation, Asset Management, Management
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance, Accounting
Duke University 1988 — 1992
Bachelor's degree, Political science, concentration in Spanish
The Hun School of Princeton 1985 — 1988
HS
Mark Musallam, MBA's Franklin Templeton Investments Experience May 2011 - April 2013
Job Financial Advisor at Yolo Federal Credit Union
Industry Financial Services
Experience
Yolo Federal Credit Union September 2015 - Present
CUSO Financial Services, LP September 2015 - Present
CUSO Financial Services, LP April 2013 - June 2015
Franklin Templeton Investments May 2011 - April 2013
New York Life April 2004 - May 2011
Sacramento County Department of Probation May 1998 - September 2004
Education
College for Financial Planning 2013 — 2015
Certified Financial Planner, Financial Planning and Services
National University 1999 — 2001
MBA, Financial Management
University of California, Davis 1996 — 1998
BA, Sociology
pcs 1979 — 1988
Yolo Federal Credit Union September 2015 - Present
CUSO Financial Services, LP September 2015 - Present
CUSO Financial Services, LP April 2013 - June 2015
Franklin Templeton Investments May 2011 - April 2013
New York Life April 2004 - May 2011
Sacramento County Department of Probation May 1998 - September 2004
Education
College for Financial Planning 2013 — 2015
Certified Financial Planner, Financial Planning and Services
National University 1999 — 2001
MBA, Financial Management
University of California, Davis 1996 — 1998
BA, Sociology
pcs 1979 — 1988
Deborah Kielty's Franklin Templeton Investments Experience Sr. Sales AssistantFranklin Templeton2000 - Present
Job Senior Sales Assistant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments Sr. Sales AssistantFranklin Templeton2000 - Present
Skills
Investments, Series 63, Mutual Funds, Series 7, Outlook, Microsoft Office, Wealth Management, Asset Management, Customer Service, Equities, CRM, Asset Allocation, Fixed Income, Securities, Sales
Education
College of San Mateo 1978 — 1979
Franklin Templeton Investments Sr. Sales AssistantFranklin Templeton2000 - Present
Skills
Investments, Series 63, Mutual Funds, Series 7, Outlook, Microsoft Office, Wealth Management, Asset Management, Customer Service, Equities, CRM, Asset Allocation, Fixed Income, Securities, Sales
Education
College of San Mateo 1978 — 1979
Joe Tawasha's Franklin Templeton Investments Experience January 1995 - January 1999
Job Information Security Specialist at Visa
Industry Utilities
Experience
Visa April 2012 - Present
Pacific Gas and Electric Company January 2011 - April 2012
Blue Shield of California April 2009 - September 2010
Charles Schwab January 2001 - January 2009
Charles Schwab January 1999 - January 2001
Franklin Templeton Investments January 1995 - January 1999
Pacific Gas & Electric 1991 - 1995
Skills
Computer Forensics, Litigation Support, Fraud Investigations, Fraud Prevention, Credit Card, Neural Networks, Risk Modeling, Investigation, Fraud Detection, Fraud, Financial Risk, Credit Cards, Risk Assessment, Analysis, Background Checks, Management, Financial Analysis, Internal Audit, Private Investigations, Strategy, Information Security, Information Security..., Forensic Analysis, Risk Management
Education
Notre Dame de Namur University 1997 — 1999
BS, Business Managment
College of San Mateo
Associate of Arts Degree, Music Theory-Composition
Abraham Lincoln 1982 — 1985
Visa April 2012 - Present
Pacific Gas and Electric Company January 2011 - April 2012
Blue Shield of California April 2009 - September 2010
Charles Schwab January 2001 - January 2009
Charles Schwab January 1999 - January 2001
Franklin Templeton Investments January 1995 - January 1999
Pacific Gas & Electric 1991 - 1995
Skills
Computer Forensics, Litigation Support, Fraud Investigations, Fraud Prevention, Credit Card, Neural Networks, Risk Modeling, Investigation, Fraud Detection, Fraud, Financial Risk, Credit Cards, Risk Assessment, Analysis, Background Checks, Management, Financial Analysis, Internal Audit, Private Investigations, Strategy, Information Security, Information Security..., Forensic Analysis, Risk Management
Education
Notre Dame de Namur University 1997 — 1999
BS, Business Managment
College of San Mateo
Associate of Arts Degree, Music Theory-Composition
Abraham Lincoln 1982 — 1985
Dolores Stansfield's Franklin Templeton Investments Experience November 2000 - May 2006
Job Executive Assistant at Dean Barry Wealth Management
Industry Financial Services
Experience
Dean Barry Wealth Management December 2009 - Present
The Cleveland Orchestra January 2009 - July 2009
Wells Fargo Bank January 2008 - March 2008
Wells Fargo Bank (Formerly known as Greater Bay Bank N.A.) 2008 - 2008
Greater Bay Bancorp June 2006 - December 2007
Greater Bay Bank NA 2006 - 2007
Things Remembered April 2003 - May 2006
Franklin Templeton Investments November 2000 - May 2006
KeyBank October 1994 - November 2000
Society Bank July 1993 - October 1994
Skills
Vendor Management, Process Improvement, Change Management, Visio, Budgets, Project Management, Team Building, Training, Nonprofits, Human Resources, Access, Lotus Notes, Leadership, Banking, Program Management, Microsoft Office, Spreadsheets, Management, Employee Relations, Event Planning, Invoicing, Marketing, Non-profits
Education
Cleveland State University 1972 — 1978
Bachelor of Arts, English
Cuyahoga Community College 1970 — 1972
AA, Journalism
Dean Barry Wealth Management December 2009 - Present
The Cleveland Orchestra January 2009 - July 2009
Wells Fargo Bank January 2008 - March 2008
Wells Fargo Bank (Formerly known as Greater Bay Bank N.A.) 2008 - 2008
Greater Bay Bancorp June 2006 - December 2007
Greater Bay Bank NA 2006 - 2007
Things Remembered April 2003 - May 2006
Franklin Templeton Investments November 2000 - May 2006
KeyBank October 1994 - November 2000
Society Bank July 1993 - October 1994
Skills
Vendor Management, Process Improvement, Change Management, Visio, Budgets, Project Management, Team Building, Training, Nonprofits, Human Resources, Access, Lotus Notes, Leadership, Banking, Program Management, Microsoft Office, Spreadsheets, Management, Employee Relations, Event Planning, Invoicing, Marketing, Non-profits
Education
Cleveland State University 1972 — 1978
Bachelor of Arts, English
Cuyahoga Community College 1970 — 1972
AA, Journalism
Lisa Dutcher's Franklin Templeton Investments Experience Relocation TechProActive Business SolutionsFebruary 2010 - December 2012
Job Refresh/Help Desk Support at Franklin Templeton Investments
Industry Real Estate
Experience
Franklin Templeton Investments Relocation TechProActive Business SolutionsFebruary 2010 - December 2012
Milestone Technologies May 2010 - January 2011
First Collateral Services, Inc. a Citigroup, Inc 2004 - 2009
SDRC June 1997 - July 2002
Education
Stride Center 2010 — 2010
COMP TIA A+ Certification
Coleman College 2003 — 2004
Network Admin Certification, Computer Networking
San Diego State University-California State University 1983 — 1996
Franklin Templeton Investments Relocation TechProActive Business SolutionsFebruary 2010 - December 2012
Milestone Technologies May 2010 - January 2011
First Collateral Services, Inc. a Citigroup, Inc 2004 - 2009
SDRC June 1997 - July 2002
Education
Stride Center 2010 — 2010
COMP TIA A+ Certification
Coleman College 2003 — 2004
Network Admin Certification, Computer Networking
San Diego State University-California State University 1983 — 1996
April Gunderson's Franklin Templeton Investments Experience
Job Systems Analyst at Franklin Templeton Investments
Industry Information Technology and Services
Experience
Franklin Templeton Investments
Skills
SDLC, Software Project..., Requirements Analysis, Business Intelligence, Requirements Gathering, Visio, PMO, Business Requirements, Business Analysis, Vendor Management, Risk Management
Education
College of San Mateo
Franklin Templeton Investments
Skills
SDLC, Software Project..., Requirements Analysis, Business Intelligence, Requirements Gathering, Visio, PMO, Business Requirements, Business Analysis, Vendor Management, Risk Management
Education
College of San Mateo
Sherry Walston Heller's Franklin Templeton Investments Experience 1997 - 2000
Job Freelance Writing and Editing
Industry Writing and Editing
Experience
Sole Proprietorship 2000 - Present
Franklin Templeton Investments 1997 - 2000
Franklin Templeton Investments 1996 - 1997
El Camino Hospital 1995 - 1996
Kaiser Permanente 1993 - 1995
South Bay Family Health Care 1991 - 1993
Skills
Corporate Communications, Research, Media Relations, Marketing Communications, Editing, Copywriting, Fundraising
Education
CFA Institute 2008 — 2011
Finance and Investment
College for Financial Planning 1997 — 1998
Certificate in Financial Planning
University of Southern California 1989 — 1990
M.A., Communications Management
University of California, Santa Barbara 1985 — 1989
B.A., Communications Studies
Sole Proprietorship 2000 - Present
Franklin Templeton Investments 1997 - 2000
Franklin Templeton Investments 1996 - 1997
El Camino Hospital 1995 - 1996
Kaiser Permanente 1993 - 1995
South Bay Family Health Care 1991 - 1993
Skills
Corporate Communications, Research, Media Relations, Marketing Communications, Editing, Copywriting, Fundraising
Education
CFA Institute 2008 — 2011
Finance and Investment
College for Financial Planning 1997 — 1998
Certificate in Financial Planning
University of Southern California 1989 — 1990
M.A., Communications Management
University of California, Santa Barbara 1985 — 1989
B.A., Communications Studies
Alyssa Goodrich's Franklin Templeton Investments Experience June 2002 - May 2006
Job senior brand manager at Starbucks
Industry Retail
Experience
Starbucks April 2013 - Present
McKinsey & Company 2010 - 2012
McKinsey & Company 2008 - 2010
Franklin Templeton Investments June 2002 - May 2006
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
Master of Business Administration (MBA)
Colby College 1997 — 2001
BA, Economics, Mathematics
London School of Economics and Political Science 1999 — 2000
Mathematics, Economics
Starbucks April 2013 - Present
McKinsey & Company 2010 - 2012
McKinsey & Company 2008 - 2010
Franklin Templeton Investments June 2002 - May 2006
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
Master of Business Administration (MBA)
Colby College 1997 — 2001
BA, Economics, Mathematics
London School of Economics and Political Science 1999 — 2000
Mathematics, Economics
Edwin Lugo's Franklin Templeton Investments Experience May 1996 - February 2002
Job VP/Portfolio Manager at Franklin Templeton Group
Industry Investment Management
Experience
Franklin Templeton Group VP/Portfolio ManagerBrown Capital ManagementFebruary 2002 - May 2006
Franklin Templeton Investments May 1996 - February 2002
Education
Columbia University - Columbia Business School 1994 — 1996
Franklin Templeton Group VP/Portfolio ManagerBrown Capital ManagementFebruary 2002 - May 2006
Franklin Templeton Investments May 1996 - February 2002
Education
Columbia University - Columbia Business School 1994 — 1996
Gina Ferrell's Franklin Templeton Investments Experience November 1997 - Present
Job Executive Assistant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments November 1997 - Present
Education
College of San Mateo 1984 — 1985
Franklin Templeton Investments November 1997 - Present
Education
College of San Mateo 1984 — 1985
Pushpa Kumar, PMP's Franklin Templeton Investments Experience Manage IT projectsIT Project ManagerFranklin Templeton GroupJanuary 2000 - Present
Job FTI Associate Project Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments Manage IT projectsIT Project ManagerFranklin Templeton GroupJanuary 2000 - Present
Franklin Templeton Investments 1999 - 2000
Franklin Templeton Investments 1985 - 1999
Skills
PMO, Vendor Management, Business Analysis, Requirements Gathering, Program Management, Business Intelligence, Project Management, Business Process..., Change Management, Mutual Funds, Process Improvement, Data Center, Cross-functional Team..., Analysis, SDLC, Certified Project...
Education
College of San Mateo 1977 — 1981
Associates of Arts (AA), Business, Management, Marketing, and Related Support Services, Associate Degree
Franklin Templeton Investments Manage IT projectsIT Project ManagerFranklin Templeton GroupJanuary 2000 - Present
Franklin Templeton Investments 1999 - 2000
Franklin Templeton Investments 1985 - 1999
Skills
PMO, Vendor Management, Business Analysis, Requirements Gathering, Program Management, Business Intelligence, Project Management, Business Process..., Change Management, Mutual Funds, Process Improvement, Data Center, Cross-functional Team..., Analysis, SDLC, Certified Project...
Education
College of San Mateo 1977 — 1981
Associates of Arts (AA), Business, Management, Marketing, and Related Support Services, Associate Degree
Harry Phinney's Franklin Templeton Investments Experience 2012 - 2014
Job Director, Client Portfolio Manager at MacKay Shields LLC
Industry Investment Management
Experience
MacKay Shields LLC 2014 - Present
Franklin Templeton Investments 2012 - 2014
Northern Trust Asset Management 2008 - 2012
Bank of America Global Wealth & Investment Management 2006 - 2008
Entercom Communications June 2003 - August 2004
Education
Columbia University in the City of New York
Master of Arts
Northeastern University
Bachelor of Science
MacKay Shields LLC 2014 - Present
Franklin Templeton Investments 2012 - 2014
Northern Trust Asset Management 2008 - 2012
Bank of America Global Wealth & Investment Management 2006 - 2008
Entercom Communications June 2003 - August 2004
Education
Columbia University in the City of New York
Master of Arts
Northeastern University
Bachelor of Science
David Dietrich, CFP's Franklin Templeton Investments Experience July 1987 - December 1999
Job Financial Planner at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Planning 2009 - Present
INVESCO AIM December 1999 - June 2008
AIM DISTRIBUTORS, INC., Houston, TX 1999 - 2008
Franklin Templeton Investments July 1987 - December 1999
Skills
Mutual Funds, Annuities, ETFs, Separately Managed..., Series 7, Series 6, Series 63, Investments, Financial Planning, Asset Allocation, Retirement Planning, Wealth Management, Wholesaling, Insurance, Retirement, Investment Advisory, Asset Management, Estate Planning, Series 66, Series 65, Public Speaking, Long Term Care, Coaching
Education
College for Financial Planning 2008 — 2009
Certified Financial Planner
University of California, Los Angeles 1983 — 1987
BA, Economics
First Command Financial Planning 2009 - Present
INVESCO AIM December 1999 - June 2008
AIM DISTRIBUTORS, INC., Houston, TX 1999 - 2008
Franklin Templeton Investments July 1987 - December 1999
Skills
Mutual Funds, Annuities, ETFs, Separately Managed..., Series 7, Series 6, Series 63, Investments, Financial Planning, Asset Allocation, Retirement Planning, Wealth Management, Wholesaling, Insurance, Retirement, Investment Advisory, Asset Management, Estate Planning, Series 66, Series 65, Public Speaking, Long Term Care, Coaching
Education
College for Financial Planning 2008 — 2009
Certified Financial Planner
University of California, Los Angeles 1983 — 1987
BA, Economics
Cort Gwon's Franklin Templeton Investments Experience February 2013 - Present
Job Equity Risk Manager at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments February 2013 - Present
HudsonView Capital Management February 2011 - December 2012
FBN Securities February 2009 - February 2011
Neuberger Berman January 2002 - May 2008
LibertyView Capital Management 1994 - 2008
Ernst & Young 1992 - 1993
Andersen Consulting January 1990 - March 1992
Skills
Hedge Funds, Equities, Mergers & Acquisitions, Trading, Bloomberg, Portfolio Management, Investments, Equity Research, Wealth Management, Options, Mutual Funds, ETFs
Education
Columbia University - Columbia Business School 1993 — 1995
M.B.A.
University of Pennsylvania 1986 — 1989
Bachelor of Arts (B.A.)
Wharton School, University of Pennsylvania 1986 — 1989
Bachelor of Science (B.S.)
Belmont Hill School 1982 — 1986
Franklin Templeton Investments February 2013 - Present
HudsonView Capital Management February 2011 - December 2012
FBN Securities February 2009 - February 2011
Neuberger Berman January 2002 - May 2008
LibertyView Capital Management 1994 - 2008
Ernst & Young 1992 - 1993
Andersen Consulting January 1990 - March 1992
Skills
Hedge Funds, Equities, Mergers & Acquisitions, Trading, Bloomberg, Portfolio Management, Investments, Equity Research, Wealth Management, Options, Mutual Funds, ETFs
Education
Columbia University - Columbia Business School 1993 — 1995
M.B.A.
University of Pennsylvania 1986 — 1989
Bachelor of Arts (B.A.)
Wharton School, University of Pennsylvania 1986 — 1989
Bachelor of Science (B.S.)
Belmont Hill School 1982 — 1986
Oliver H. Wong, CFA's Franklin Templeton Investments Experience July 2012 - Present
Job Research Analyst at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments July 2012 - Present
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Tufts University 1995 — 1999
MS
Franklin Templeton Investments July 2012 - Present
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Tufts University 1995 — 1999
MS
Alex Sproll's Franklin Templeton Investments Experience August 2003 - July 2008
Job Principal, The Design Collaborative
Industry Graphic Design
Experience
The Design Collaborative 2008 - Present
Franklin Templeton Investments August 2003 - July 2008
Scott Thornley and Company June 2000 - April 2002
Spencer Francey Peters September 1995 - April 1998
Skills
Art Direction, Graphic Design, Brand Development, Packaging, Web Design, Photography, Logo Design, Newsletters, Creative Direction, Pre-press, Integrated Marketing, Interaction Design, Corporate Communications, Graphics
Education
Conestoga College 1992 — 1995
Diploma, Graphic Design and Advertising
The Design Collaborative 2008 - Present
Franklin Templeton Investments August 2003 - July 2008
Scott Thornley and Company June 2000 - April 2002
Spencer Francey Peters September 1995 - April 1998
Skills
Art Direction, Graphic Design, Brand Development, Packaging, Web Design, Photography, Logo Design, Newsletters, Creative Direction, Pre-press, Integrated Marketing, Interaction Design, Corporate Communications, Graphics
Education
Conestoga College 1992 — 1995
Diploma, Graphic Design and Advertising
Din Zakaria's Franklin Templeton Investments Experience 2000 - November 2008
Job IT Manager
Industry Information Technology and Services
Experience
Robert Half International January 2009 - Present
Franklin Templeton Investments 2000 - November 2008
KeyBank 1998 - 2000
Connects Computer 1997 - 1998
KeyBank 1995 - 1997
Various 1990 - 1995
Skills
SDLC, Project Management, SharePoint, Business Process, Software Project..., Integration, Enterprise Architecture, Unix, Program Management, Process Engineering, IT Management, PMO, Amazon Web Services..., Requirements Gathering, Portfolio Management, SQL
Education
Cleveland State University 1988 — 1990
BBA, Quantitative Analysis
Baldwin Wallace College 1996 — 1996
Project Management Certificate, Project Management
Robert Half International January 2009 - Present
Franklin Templeton Investments 2000 - November 2008
KeyBank 1998 - 2000
Connects Computer 1997 - 1998
KeyBank 1995 - 1997
Various 1990 - 1995
Skills
SDLC, Project Management, SharePoint, Business Process, Software Project..., Integration, Enterprise Architecture, Unix, Program Management, Process Engineering, IT Management, PMO, Amazon Web Services..., Requirements Gathering, Portfolio Management, SQL
Education
Cleveland State University 1988 — 1990
BBA, Quantitative Analysis
Baldwin Wallace College 1996 — 1996
Project Management Certificate, Project Management
Michelle Davila's Franklin Templeton Investments Experience April 2008 - Present
Job Senior Associate General Counsel; Chief Legal Counsel Americas at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2008 - Present
American Express Bank 2002 - 2008
Bank of Bermuda NY 1998 - January 2002
PaineWebber 1996 - 1998
Prudential Insurance Company 1994 - 1996
Brown & Wood (now Sidley Austin) 1991 - 1994
Skills
Corporate Finance, KYC, Regulations, Due Diligence, Securities, Investments, Asset Management, Mergers & Acquisitions, Corporate Governance, Contract Negotiation, Capital Markets, Corporate Law, Alternative Investments, Anti Money Laundering, Mutual Funds, FCPA, Risk Management, Financial Services
Education
Columbia Law School 1988 — 1991
JD, Law
Harvard University 1984 — 1988
BA, Psychology & Social Relations
Franklin Templeton Investments April 2008 - Present
American Express Bank 2002 - 2008
Bank of Bermuda NY 1998 - January 2002
PaineWebber 1996 - 1998
Prudential Insurance Company 1994 - 1996
Brown & Wood (now Sidley Austin) 1991 - 1994
Skills
Corporate Finance, KYC, Regulations, Due Diligence, Securities, Investments, Asset Management, Mergers & Acquisitions, Corporate Governance, Contract Negotiation, Capital Markets, Corporate Law, Alternative Investments, Anti Money Laundering, Mutual Funds, FCPA, Risk Management, Financial Services
Education
Columbia Law School 1988 — 1991
JD, Law
Harvard University 1984 — 1988
BA, Psychology & Social Relations
Amber (Lantz) Saft's Franklin Templeton Investments Experience June 2002 - Present
Job Portfolio Specialist, Global Equity at Franklin Templeton Group
Industry Financial Services
Experience
Franklin Templeton Investments June 2002 - Present
Franklin Templeton Institutional 2002 - Present
Education
Columbia University - Columbia Business School
Franklin Templeton Investments June 2002 - Present
Franklin Templeton Institutional 2002 - Present
Education
Columbia University - Columbia Business School
Pholida Barclay's Franklin Templeton Investments Experience May 2014 - Present
Job Senior Corporate Communications Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments May 2014 - Present
Deutsche Bank July 2012 - April 2014
Royal Bank of Scotland November 2009 - July 2012
Royal Bank of Scotland January 2008 - November 2009
Royal Bank of Scotland May 2006 - January 2008
JPMorgan March 2002 - April 2006
Deutsche Asset Management September 1999 - January 2001
Credit Agricole CIB 2001 - 2001
Skills
Media Relations, Strategic Communications, Public Relations, Corporate Communications, Crisis Communications, Reputation Management, Press Releases, Publications, Investor Relations, Marketing Communications, Communications Planning, Internal Communications, Corporate Social..., ETFs, Wealth Management, Communications Strategy, Crisis Management, Wealth Management..., Asset Management, Private Banking, Digital Media
Education
Columbia University - Columbia Business School 2008 — 2008
Executive Education Program, Strategic Marketing Management
Simmons College 1992 — 1996
BA, Education, Sociology, Economics
Franklin Templeton Investments May 2014 - Present
Deutsche Bank July 2012 - April 2014
Royal Bank of Scotland November 2009 - July 2012
Royal Bank of Scotland January 2008 - November 2009
Royal Bank of Scotland May 2006 - January 2008
JPMorgan March 2002 - April 2006
Deutsche Asset Management September 1999 - January 2001
Credit Agricole CIB 2001 - 2001
Skills
Media Relations, Strategic Communications, Public Relations, Corporate Communications, Crisis Communications, Reputation Management, Press Releases, Publications, Investor Relations, Marketing Communications, Communications Planning, Internal Communications, Corporate Social..., ETFs, Wealth Management, Communications Strategy, Crisis Management, Wealth Management..., Asset Management, Private Banking, Digital Media
Education
Columbia University - Columbia Business School 2008 — 2008
Executive Education Program, Strategic Marketing Management
Simmons College 1992 — 1996
BA, Education, Sociology, Economics
James Chaney's Franklin Templeton Investments Experience July 1990 - June 1996
Job President, JXC Corp., General Partner at Mercator Asset Management, LP
Industry Investment Management
Experience
Mercator Asset Management, LP July 2000 - Present
Hansberger Global Investors July 1996 - March 2000
Franklin Templeton Investments July 1990 - June 1996
Skills
Investments, Hedge Funds, Portfolio Management, Equities, Asset Allocation, Alternative Investments, Mutual Funds, Private Equity, Asset Managment, Investment Strategies
Education
Columbia University - Columbia Business School
MBA, International Business
Northeastern University
MS, Environmental Engineering
University of Massachusetts, Amherst
BS, Civil Engineering
Mercator Asset Management, LP July 2000 - Present
Hansberger Global Investors July 1996 - March 2000
Franklin Templeton Investments July 1990 - June 1996
Skills
Investments, Hedge Funds, Portfolio Management, Equities, Asset Allocation, Alternative Investments, Mutual Funds, Private Equity, Asset Managment, Investment Strategies
Education
Columbia University - Columbia Business School
MBA, International Business
Northeastern University
MS, Environmental Engineering
University of Massachusetts, Amherst
BS, Civil Engineering
Joshua Man, CFA's Franklin Templeton Investments Experience August 2012 - Present
Job Regional Product Strategy Associate at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments August 2012 - Present
Franklin Templeton Investments February 2010 - August 2012
Grosvenor September 2008 - December 2009
Wells Fargo August 2006 - January 2009
Skills
Product Development, Investment Management, Mutual Funds, Derivatives, Portfolio Management, Financial Analysis, Fixed Income, Equities, Alternative Investments, Financial Reporting, Corporate Finance, Charles River IMS, Bloomberg Terminal, Morningstar Direct, Microsoft Office, Photoshop, Accounting, Banking, Bonds
Education
College of San Mateo
University of California, Santa Cruz
BA, Business Management Economics
Franklin Templeton Investments August 2012 - Present
Franklin Templeton Investments February 2010 - August 2012
Grosvenor September 2008 - December 2009
Wells Fargo August 2006 - January 2009
Skills
Product Development, Investment Management, Mutual Funds, Derivatives, Portfolio Management, Financial Analysis, Fixed Income, Equities, Alternative Investments, Financial Reporting, Corporate Finance, Charles River IMS, Bloomberg Terminal, Morningstar Direct, Microsoft Office, Photoshop, Accounting, Banking, Bonds
Education
College of San Mateo
University of California, Santa Cruz
BA, Business Management Economics
David De Pastena, CFA, CMT, CAIA, FCSI's Franklin Templeton Investments Experience June 2007 - February 2009
Job Vice President, Systemized Solutions at Dundee Wealth
Industry Investment Management
Experience
Dynamic Funds / Scotia Asset Management April 2011 - Present
MFC Global Investment Management (Manulife Financial) February 2009 - April 2011
Franklin Templeton Investments June 2007 - February 2009
Centaure Financial Services Firm May 2001 - May 2007
Skills
Investment Strategies, Investments, Portfolio Management, Fixed Income, Alternative Investments, Asset Allocation, Mutual Funds, Equities, Hedge Funds, Asset Managment
Education
CFA Institute
CFA Charterholder, Investment Management
Canadian Securities Institute
CIM Designation, Portfolio Management
Canadian Securities Institute
FCSI Fellow of the Canadian Securities Institute, Financial Services
Chartered Alternative Investment Analyst Association
CAIA Charter, Alternative Investments
Concordia University
B.Comm, Finance
Market Technician Association
CMT Charterholder, Technical Analysis
Dynamic Funds / Scotia Asset Management April 2011 - Present
MFC Global Investment Management (Manulife Financial) February 2009 - April 2011
Franklin Templeton Investments June 2007 - February 2009
Centaure Financial Services Firm May 2001 - May 2007
Skills
Investment Strategies, Investments, Portfolio Management, Fixed Income, Alternative Investments, Asset Allocation, Mutual Funds, Equities, Hedge Funds, Asset Managment
Education
CFA Institute
CFA Charterholder, Investment Management
Canadian Securities Institute
CIM Designation, Portfolio Management
Canadian Securities Institute
FCSI Fellow of the Canadian Securities Institute, Financial Services
Chartered Alternative Investment Analyst Association
CAIA Charter, Alternative Investments
Concordia University
B.Comm, Finance
Market Technician Association
CMT Charterholder, Technical Analysis
Jerry Sullivan's Franklin Templeton Investments Experience 1998 - 1999
Job Portfolio Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments 2008 - Present
American Century Investments 2000 - 2008
Franklin Templeton Investments 1998 - 1999
SunAmerica Financial Group 1995 - 1998
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Columbia University in the City of New York
Bachelor of Arts (BA), Political Science
Putnam Investments 2008 - Present
American Century Investments 2000 - 2008
Franklin Templeton Investments 1998 - 1999
SunAmerica Financial Group 1995 - 1998
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Columbia University in the City of New York
Bachelor of Arts (BA), Political Science
Alexandra Gatso's Franklin Templeton Investments Experience August 2011 - Present
Job ***
Industry Apparel & Fashion
Experience
Franklin Templeton Investments August 2011 - Present
" " April 2011 - Present
Sandstyle Canada Group Inc. September 2006 - April 2011
Skills
Marketing, Project Management
Education
Concordia University 2000 — 2006
Bachelor of Arts & Science, Major Political Science/Minor Sociology
Platon College 1999 — 2000
Languages, English Business Writing Certificate
Franklin Templeton Investments August 2011 - Present
" " April 2011 - Present
Sandstyle Canada Group Inc. September 2006 - April 2011
Skills
Marketing, Project Management
Education
Concordia University 2000 — 2006
Bachelor of Arts & Science, Major Political Science/Minor Sociology
Platon College 1999 — 2000
Languages, English Business Writing Certificate
Robert Ruffolo, CFA's Franklin Templeton Investments Experience September 2001 - Present
Job Senior Vice President Sales at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 2001 - Present
Invesco Canada 1999 - September 2001
TD Asset Management 1988 - 1999
Skills
Wealth Management, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Investment Strategies, Asset Management, Equities, Asset Managment, Retirement Planning, Financial Services, Investment Advisory, Financial Planning, Securities, Relationship Management, Alternative Investments
Education
Concordia University
Bachelor of Commerce (B.Com.), Major Finance, Economics Minor
Franklin Templeton Investments September 2001 - Present
Invesco Canada 1999 - September 2001
TD Asset Management 1988 - 1999
Skills
Wealth Management, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Investment Strategies, Asset Management, Equities, Asset Managment, Retirement Planning, Financial Services, Investment Advisory, Financial Planning, Securities, Relationship Management, Alternative Investments
Education
Concordia University
Bachelor of Commerce (B.Com.), Major Finance, Economics Minor
Leo Almeida's Franklin Templeton Investments Experience June 1995 - February 2001
Job at University of California, Davis
Industry Higher Education
Experience
UC Davis Design and Construction Management May 2015 - Present
University of California, Davis December 2010 - April 2015
Stanford University February 2001 - August 2009
Franklin Templeton Investments June 1995 - February 2001
Wells Fargo Bank July 1985 - June 1995
Skills
Grants, Analysis, Research, Account Reconciliation, Finance, Training, Accounts Receivable, Accounting, Microsoft Word, Public Speaking
Education
Stanford University 2001 — 2009
Research Administration/Cost policy
Lyceum of the Philippines University 1980 — 1983
Engineering, Banking and Finance(Undergrad)
College of San Mateo
Business Management, System Administration
UC Davis Design and Construction Management May 2015 - Present
University of California, Davis December 2010 - April 2015
Stanford University February 2001 - August 2009
Franklin Templeton Investments June 1995 - February 2001
Wells Fargo Bank July 1985 - June 1995
Skills
Grants, Analysis, Research, Account Reconciliation, Finance, Training, Accounts Receivable, Accounting, Microsoft Word, Public Speaking
Education
Stanford University 2001 — 2009
Research Administration/Cost policy
Lyceum of the Philippines University 1980 — 1983
Engineering, Banking and Finance(Undergrad)
College of San Mateo
Business Management, System Administration
Shira Goldman's Franklin Templeton Investments Experience March 2007 - October 2012
Job Vice President, Product Marketing Manager at AMG Funds
Industry Financial Services
Experience
AMG Funds April 2015 - Present
Coller Capital June 2013 - March 2015
Legg Mason October 2012 - June 2013
Franklin Templeton Investments March 2007 - October 2012
Alpine Funds May 2004 - February 2007
Allard Investments LLC August 2001 - April 2004
Skills
Marketing Strategy, Real Estate, Direct Marketing, Corporate Communications, Marketing Communications, Project Management, New Business Development, Public Relations, Account Management, Marketing, Product Marketing, Strategy, Event Planning, Product Management, Management, Strategic Planning, Business Development, Equities
Education
Columbia University in the City of New York
BA, English Literature
West Virginia University
MS, Integrated Marketing Communications
AMG Funds April 2015 - Present
Coller Capital June 2013 - March 2015
Legg Mason October 2012 - June 2013
Franklin Templeton Investments March 2007 - October 2012
Alpine Funds May 2004 - February 2007
Allard Investments LLC August 2001 - April 2004
Skills
Marketing Strategy, Real Estate, Direct Marketing, Corporate Communications, Marketing Communications, Project Management, New Business Development, Public Relations, Account Management, Marketing, Product Marketing, Strategy, Event Planning, Product Management, Management, Strategic Planning, Business Development, Equities
Education
Columbia University in the City of New York
BA, English Literature
West Virginia University
MS, Integrated Marketing Communications
John Cunniff's Franklin Templeton Investments Experience 1992 - 1995
Job Portfolio Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2006 - Present
Morgan Stanley Investment Management 2001 - 2006
Van Kampen Investments 1995 - 2001
Franklin Templeton Investments 1992 - 1995
Skills
Asset Allocation, Investment Strategies, Investments, Fixed Income, Equities, Portfolio Management, Asset Management, Mutual Funds, Finance, Analysis, Hedge Funds, Financial Modeling, Investment Management, Securities, Bloomberg, Capital Markets, Emerging Markets, Equity Research, Valuation
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
Princeton University 1986 — 1988
MSE, Civil Engineering & Operations Research
The Johns Hopkins University 1982 — 1986
BS, Civil Engineering
Eleanor Roosevelt High School 1978 — 1982
High School Diploma, Science & Technology Program
TIAA-CREF February 2006 - Present
Morgan Stanley Investment Management 2001 - 2006
Van Kampen Investments 1995 - 2001
Franklin Templeton Investments 1992 - 1995
Skills
Asset Allocation, Investment Strategies, Investments, Fixed Income, Equities, Portfolio Management, Asset Management, Mutual Funds, Finance, Analysis, Hedge Funds, Financial Modeling, Investment Management, Securities, Bloomberg, Capital Markets, Emerging Markets, Equity Research, Valuation
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
Princeton University 1986 — 1988
MSE, Civil Engineering & Operations Research
The Johns Hopkins University 1982 — 1986
BS, Civil Engineering
Eleanor Roosevelt High School 1978 — 1982
High School Diploma, Science & Technology Program
Peter Maletis's Franklin Templeton Investments Experience August 2010 - Present
Job Research Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2010 - Present
Cambrian Capital Partners November 2007 - May 2008
Marathon Resource Investments January 2003 - November 2007
The Cypress Funds/Aesop Capital June 2000 - June 2002
Banc of America Securities March 1996 - August 1999
Education
University of Southern California 1999 — 2001
MBA
Connecticut College 1991 — 1994
BA
Franklin Templeton Investments August 2010 - Present
Cambrian Capital Partners November 2007 - May 2008
Marathon Resource Investments January 2003 - November 2007
The Cypress Funds/Aesop Capital June 2000 - June 2002
Banc of America Securities March 1996 - August 1999
Education
University of Southern California 1999 — 2001
MBA
Connecticut College 1991 — 1994
BA
Troy Crago-Edwards's Franklin Templeton Investments Experience June 1996 - November 1997
Job Import Professional (LCB CCLS) ✫ Compliance Geek ✫ Classification Nerd ✫ Allaround Good Guy
Industry Import and Export
Experience
Amber Road September 2015 - Present
Northrop Grumman Corporation April 2012 - September 2015
CE Consulting Services March 2011 - September 2015
Atico International May 2004 - March 2011
ABX Logistics April 2002 - February 2004
Motor Services Hugo Stamp, Inc. March 1999 - March 2002
Global Media Group, Inc. December 1997 - March 1999
Franklin Templeton Investments June 1996 - November 1997
United States Air Force August 1989 - May 1993
Skills
HTS Classification, Import, Logistics, International Trade, Customs Regulations, Training, Trade Compliance, Import Compliance, Customs Brokerage, Compliance, International Logistics, Compliance Assessments, Customs, C-TPAT, Supply Chain, Import Export, Logistics Management, Supply Chain Management, Global Logistics, Operations Management, NAFTA, Freight, Warehousing, Global Sourcing, Leadership, International Business, Sourcing, Management, Ocean, Air Freight, Freight Forwarding, Customs Clearance, International Shipping, Transportation, Transportation..., Inventory Management, Quality Assurance, Bonded Warehousing, INCO terms, Marketing, Negotiation, Pricing, Merchandising, Customer Service, Strategic Sourcing, Forecasting, New Business Development, Computer Literate, Employee Engagement, Diversity & Inclusion
Education
CCLS, Global Trade Academy
Palm Beach Atlantic University
Palm Beach Community College
Spokane Falls Community College
Community College of the Air Force
South Florida Community College
Amber Road September 2015 - Present
Northrop Grumman Corporation April 2012 - September 2015
CE Consulting Services March 2011 - September 2015
Atico International May 2004 - March 2011
ABX Logistics April 2002 - February 2004
Motor Services Hugo Stamp, Inc. March 1999 - March 2002
Global Media Group, Inc. December 1997 - March 1999
Franklin Templeton Investments June 1996 - November 1997
United States Air Force August 1989 - May 1993
Skills
HTS Classification, Import, Logistics, International Trade, Customs Regulations, Training, Trade Compliance, Import Compliance, Customs Brokerage, Compliance, International Logistics, Compliance Assessments, Customs, C-TPAT, Supply Chain, Import Export, Logistics Management, Supply Chain Management, Global Logistics, Operations Management, NAFTA, Freight, Warehousing, Global Sourcing, Leadership, International Business, Sourcing, Management, Ocean, Air Freight, Freight Forwarding, Customs Clearance, International Shipping, Transportation, Transportation..., Inventory Management, Quality Assurance, Bonded Warehousing, INCO terms, Marketing, Negotiation, Pricing, Merchandising, Customer Service, Strategic Sourcing, Forecasting, New Business Development, Computer Literate, Employee Engagement, Diversity & Inclusion
Education
CCLS, Global Trade Academy
Palm Beach Atlantic University
Palm Beach Community College
Spokane Falls Community College
Community College of the Air Force
South Florida Community College
Douglas Weinstein's Franklin Templeton Investments Experience August 2008 - Present
Job Sr Investment Risk Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2008 - Present
Skills
Mutual Funds, Equities, Investments, Fixed Income, Bloomberg, Portfolio Management, Asset Managment, Wealth Management, Hedge Funds, Financial Analysis, Alternative Investments, Asset Management, Derivatives
Education
Columbia University in the City of New York 2001 — 2002
Master's degree, Math Education
NYU Stern School of Business 1997 — 2001
Bachelor of Science (BS), Economics and Finance
Franklin Templeton Investments August 2008 - Present
Skills
Mutual Funds, Equities, Investments, Fixed Income, Bloomberg, Portfolio Management, Asset Managment, Wealth Management, Hedge Funds, Financial Analysis, Alternative Investments, Asset Management, Derivatives
Education
Columbia University in the City of New York 2001 — 2002
Master's degree, Math Education
NYU Stern School of Business 1997 — 2001
Bachelor of Science (BS), Economics and Finance
Elizabeth Schumann-Tusch's Franklin Templeton Investments Experience July 1999 - August 2007
Job Corporate Administrator at Trilliant
Industry Computer Networking
Experience
Trilliant July 2014 - Present
Bramasol July 2012 - July 2014
Seiler LLP December 2007 - February 2012
Franklin Templeton Investments July 1999 - August 2007
Skills
Administrative Support, Project Coordination, Microsoft Office, Word, Outlook, Microsoft Excel, PowerPoint, File Management, Research, Calendaring, Spreadsheets, Calendars, Confidentiality, Administrative..., Microsoft Word, Data Entry, Accounts Receivable, Time Management
Education
San Francisco State University 1995 — 2000
B.A., History
College of San Mateo 1987 — 1990
A.A., General Education
Trilliant July 2014 - Present
Bramasol July 2012 - July 2014
Seiler LLP December 2007 - February 2012
Franklin Templeton Investments July 1999 - August 2007
Skills
Administrative Support, Project Coordination, Microsoft Office, Word, Outlook, Microsoft Excel, PowerPoint, File Management, Research, Calendaring, Spreadsheets, Calendars, Confidentiality, Administrative..., Microsoft Word, Data Entry, Accounts Receivable, Time Management
Education
San Francisco State University 1995 — 2000
B.A., History
College of San Mateo 1987 — 1990
A.A., General Education
Kent Strazza's Franklin Templeton Investments Experience 2011 - Present
Job Managing Director at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 2011 - Present
Franklin Templeton Investments 2007 - 2011
Franklin Templeton Investments 1998 - 2007
Franklin Templeton Investments 1994 - 1998
Franklin Templeton Investments 1991 - 1994
Franklin Templeton Investments 1989 - 1991
Skills
Alternative Investments, Series 7, Mutual Funds, Private Equity, Commodities, Business Strategy
Education
Colgate University 1980 — 1984
Geology, Bachelor of Arts
Franklin Templeton Investments 2011 - Present
Franklin Templeton Investments 2007 - 2011
Franklin Templeton Investments 1998 - 2007
Franklin Templeton Investments 1994 - 1998
Franklin Templeton Investments 1991 - 1994
Franklin Templeton Investments 1989 - 1991
Skills
Alternative Investments, Series 7, Mutual Funds, Private Equity, Commodities, Business Strategy
Education
Colgate University 1980 — 1984
Geology, Bachelor of Arts
Richard Wehbi's Franklin Templeton Investments Experience December 2014 - Present
Job Business Development Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2014 - Present
Standard Life November 2011 - December 2014
Desjardins June 2010 - August 2010
Consulate General of Lebanon 2004 - 2006
Skills
Mutual Funds, Segregated Funds, Customer Service, Teamwork, Sales Process, Microsoft Excel, Sales, Retail, CRM, Strategy, PowerPoint, Microsoft Word, Research, Employee Relations, Analysis
Education
Concordia University 2006 — 2011
Bachelor’s Degree, Major Economics, Minor Marketing
Franklin Templeton Investments December 2014 - Present
Standard Life November 2011 - December 2014
Desjardins June 2010 - August 2010
Consulate General of Lebanon 2004 - 2006
Skills
Mutual Funds, Segregated Funds, Customer Service, Teamwork, Sales Process, Microsoft Excel, Sales, Retail, CRM, Strategy, PowerPoint, Microsoft Word, Research, Employee Relations, Analysis
Education
Concordia University 2006 — 2011
Bachelor’s Degree, Major Economics, Minor Marketing
Daniel McGovern, CFA's Franklin Templeton Investments Experience September 2014 - Present
Job Senior Vice President at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 2014 - Present
BlackRock 2008 - 2014
Morgan Stanley Investment Management 2005 - 2008
Morgan Stanley Investment Management 2004 - 2005
Lehman Brothers 2001 - 2003
Fidelity Investments 1996 - 2000
Eaton Vance 1994 - 1996
Skills
Alternative Investments, Fixed Income, Hedge Funds, Equities, Asset Management, Mutual Funds, Series 7, Investments, Valuation, Portfolio Management, Investment Management, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
Master of Business Administration (MBA)
College of the Holy Cross 1990 — 1994
BA, Economics
Franklin Templeton Investments September 2014 - Present
BlackRock 2008 - 2014
Morgan Stanley Investment Management 2005 - 2008
Morgan Stanley Investment Management 2004 - 2005
Lehman Brothers 2001 - 2003
Fidelity Investments 1996 - 2000
Eaton Vance 1994 - 1996
Skills
Alternative Investments, Fixed Income, Hedge Funds, Equities, Asset Management, Mutual Funds, Series 7, Investments, Valuation, Portfolio Management, Investment Management, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
Master of Business Administration (MBA)
College of the Holy Cross 1990 — 1994
BA, Economics
Vanguard
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments