Franklin Templeton Investments
Industry: Investment management company
DescriptionFranklin Resources Inc. is an American holding company that, together with its subsidiaries, is referred to as Franklin Templeton Investments; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc. Assets under management: 753.2 billion USD (2017) Customer service: 0800 305306 CEO: Gregory E. Johnson (31 Jul 2005–) Subsidiaries: Franklin Templeton International Services SA,
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Franklin Templeton Investments Employees
Franklin Templeton Investments October 2012 - Present
Franklin Templeton Investments January 2000 - October 2012
Franklin Templeton Investments September 1994 - January 2000
Franklin Templeton Investments November 1992 - September 1994
Skills
Separate Accounts, Managed Accounts, Series 63, Series 7, Mutual Funds, Alternative Investments, Managing Accounts, Separately Managed..., Series 6, Securities, Wealth Management, Equities, Investments, Asset Management, Asset Allocation, Fixed Income, Financial Services, Retirement Planning
Education
Monterey Peninsula College 1988 — 1990
De Anza College 1987 — 1988
Franklin Templeton Investments May 2013 - September 2013
NewME Accelerator October 2012 - December 2012
Google August 2010 - October 2012
Quatrro FPO Solutions June 2009 - July 2010
DePaul University Career Center September 2008 - June 2009
J.P. Morgan June 2008 - August 2008
Howard University June 2006 - May 2007
Liberty Mutual Insurance May 2006 - August 2006
Education
DePaul University 2008 — 2010
Bachelor of Science, Finance
Howard University 2005 — 2008
Insurance (Actuarial Science)
Whitney Young Magnet High School 2001 — 2005
Franklin Templeton Investments July 2014 - Present
Residence Inn by Marriott April 2013 - December 2013
US Forest Service May 2012 - September 2012
San Ramon Unified School District May 2008 - August 2009
Skills
Communication, Business Strategy, Program Management, Tourism Management, Sports Management, Problem Solving, Conflict Resolution, Driving Performance, Customer Service, Customer Satisfaction, Food Service, Food Safety, Teamwork
Education
North Carolina State University 2012 — 2014
Bachelor's Degree, Parks, Recreation, and Tourism Management
Cuesta College 2010 — 2012
Associate's Degree, Business/Commerce, General
Santa Clara University 2009 — 2010
Business Administration and Management, General
Franklin Templeton Investments September 2014 - April 2015
Ariel Investments, Chicago September 2012 - September 2014
Northern Trust Company, Chicago July 2007 - October 2012
Northern Trust Company, Chicago July 2005 - July 2007
Northern Trust Company, Chicago April 1999 - April 2005
Skills
securities operations, Institutional Banking, Fund Accounting, Coaching, Team Management, Asset, Global Custody, Trading, Asset Management, Securities, Asset Managment, Banking, Derivatives, Portfolio Management, Bloomberg, Bonds, Fixed Income, FX Options, Capital Markets, Valuation, Financial Markets, Financial Services, Investments, Mutual Funds, Corporate Actions, Settlement, Middle Office, Financial Risk
Education
DePaul University 1995 — 1997
Bachelor, Business Administration/ Finance
The Leukemia & Lymphoma Society November 2012 - Present
Goldman Sachs Asset Management November 2009 - November 2012
Franklin Templeton Investments October 2005 - September 2009
CoStar Group, Inc May 2003 - May 2005
International Sports Management, Inc September 2002 - January 2003
Mosaic Relevance Marketing February 2001 - February 2002
Skills
Fundraising, Volunteering, Volunteer Management, Project Management, Sales
Education
University of Florida - Warrington College Of Business 2008 — 2009
Master of Business Administration (MBA)
University of Florida
Masters, Business Administration
DePaul University 2000 — 2002
Bachelor of Science, Marketing Major
Dun & Bradstreet August 2008 - July 2009
Microsoft June 2008 - August 2008
Apple Inc. June 2007 - March 2008
Franklin Templeton Investments December 2005 - June 2007
The Clorox Company January 2000 - December 2005
Nexgenix March 1998 - January 2000
GE Capital May 1997 - February 1998
Ford Motor Company March 1994 - April 1997
Eastern Michigan University 1992 - 1995
Skills
Business Intelligence, Data Warehousing, Requirements Analysis, PMO, Software Project..., PL/SQL, SAP, Oracle, Business Objects, MS Project, Databases, Agile Methodologies, Informatica, Integration, ETL, Business Analysis, Project Management, Enterprise Software, Management, SDLC, Vendor Management, ERP, Visio
Education
Eastern Michigan University 1992 — 1995
MS
Franklin Templeton Investments February 2015 - July 2015
Chicago Tribune Media Group May 2014 - January 2015
ITW March 2013 - April 2014
Abbott Laboratories May 2012 - February 2013
Rock Solid Processes July 2010 - May 2012
Allstate March 2004 - July 2010
Skills
Certified Compensation..., HRIS, SAP HR, SAP Security..., Human Resources, Compensation Structure..., Process Improvement, Functional..., Vendor Management, College Recruiting, Performance Management, Compensation Structures, Payroll, Training, Strategy, SAP, Employee Benefits, Management
Education
DePaul University 1981 — 1985
BS, Human Resources
LinkedIn February 2015 - Present
Partners in School Innovation August 2014 - Present
Franklin Templeton Investments October 2014 - January 2015
Franklin Templeton Investments March 2013 - September 2014
Mahindra & Mahindra 2011 - 2012
Cornell University 2009 - 2011
Lansdowne Consulting 2009 - 2011
Merrill Lynch February 2010 - May 2010
Goldman Sachs June 2009 - August 2009
Alcoa June 2008 - July 2008
Skills
Strategy, Management Consulting, Business Strategy, Process Improvement, Consulting, Entrepreneurship, Strategic Planning, SQL, Data Analysis, Management, Market Analysis, Analysis, Organizational Design, Market Research, Benchmarking, Performance Management, Talent Management, Personnel Management, Employee Engagement, Employee Training, Business Analysis, Leadership, Customer Satisfaction, Training, Cross-functional Team..., Microsoft Excel, PowerPoint, Research, Pricing Strategy, Customer Insight, Project Implementation, Strategy Development, Process Development, Cost Reduction..., Cost Reduction Analysis, Training & Development, Workflow, Workflow Analysis, Cost Reduction, Profitability Analysis, Standardization, Industry Research, Project Management, Business Development, R, Teradata SQL, Tableau
Education
Cornell University 2007 — 2011
B.S. in ILR, Industrial & Labor Relations
Pinewood 2003 — 2007
Rogers Communications March 2012 - Present
Rogers Communications April 2011 - April 2012
Franklin Templeton Investments January 2011 - April 2011
Franklin Templeton Investments Corp. May 2010 - December 2010
Franklin Templeton Investments Corp. February 2010 - April 2010
Nomads, Byron Bay, Australia June 2009 - September 2009
Texas Instruments Canada Inc. September 2007 - February 2009
Skills
Microsoft Office, File Management, Human Resources, Recruiting, Administrative..., Employee Relations, HR Policies, Employee Benefits, HRIS, Onboarding, PeopleSoft, Interviews, New Hire Orientations
Education
Durham College 2007 — 2007
HR Credits, Human Resources
University of Guelph 2003 — 2007
Bachelor of Commerce, Human Resources Management
Self-employed Transfer AgentFranklin Templeton InvestmentsJune 2011 - February 2013
Franklin Templeton Investments 2010 - 2012
Skills
Narrative Nonfiction...
Education
Eckerd College 2002 — 2007
Bachelor of Arts (B.A.), International Business
Northside Christian High School
Indus Valley Partners July 2015 - Present
Cornell University August 2014 - May 2015
Franklin Templeton Investments June 2014 - August 2014
Cornell University October 2011 - January 2014
Franklin Templeton Investments June 2013 - August 2013
Reliance Capital June 2012 - August 2012
Tata Capital 2011 - 2011
Future Generali July 2010 - July 2010
Gupta Equity Pvt. Limited, A Stock Brokerage Firm December 2009 - December 2009
Education
Cornell University 2011 — 2015
Bachelor of Arts (B.A.), Economics and Mathematics
Dhirubhai Ambani International School 2003 — 2011
IGCSE and IB Diploma
Xively by LogMeIn March 2015 - Present
Altisource Labs July 2013 - March 2015
Lattice Engines January 2012 - June 2013
Deloitte Managed Analytics March 2010 - December 2011
Zoom Information February 2008 - March 2010
Omgeo July 2007 - February 2008
Eze Castle Software LLC November 2003 - July 2007
Franklin Templeton Investments 2002 - 2003
Skills
Product Management, Testing, SQL, Quality Assurance, SDLC, Agile Methodologies, Microsoft SQL Server, Problem Solving, Business Intelligence, Databases, Scrum, Software Quality..., Integration, Pentaho, ETL Tools, Data Analysis, Project Management, Test Cases, Software Implementation, Business Objects, Software Project..., Troubleshooting, Technical Support, Project Planning, Test Strategy, Test Planning, Software Consulting, Business Intelligence..., Salesforce.com, XML, Enterprise Software, Requirements Analysis
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2016
Master of Business Administration (M.B.A.)
Northeastern University - Graduate School of Business Administration 2014 — 2015
Master's Degree, Innovation
Eckerd College 1998 — 2002
BS, Computer Science
Skillsoft 2015 - Present
Skillsoft 2013 - 2015
SkillSoft Corporation 2007 - 2013
Thomson NETg 2005 - 2007
Thomson NETg 2004 - 2005
Thomson NETg 2001 - 2004
Franklin Templeton Investments 2000 - 2001
Franklin Templeton Investments 1997 - 2000
Skills
Talent Management, Training, CRM, Strategy, Leadership, Learning Management, Blended Learning, E-Learning, Enterprise Software, SaaS, Learning Management..., Software Consulting, Project Management, Strategic Consulting, Strategic Planning, Customer Retention, Customer Satisfaction, Management Consulting, Salesforce.com, Mobile Learning, Team Building, Management, Consulting, Information Technology, Computer Information..., Customer Service, Customer Oriented, Customer Engagement, Training Delivery, Instructor-led Training, Employee Training, Organizational..., Measurement Tools, Performance Appraisal, Training ROI, Increasing ROI, Project Planning, Software Project..., Project Coordination, MS Excel Pivot Tables, MS Project, PeopleSoft, Siebel, Distance Learning, Professional Services, Solution Architecture, Law Enforcement..., Business Process, Integration, Instructional Design
Education
Eckerd College
BA, Business Management
St. Petersburg College
Associate of Arts (AA)
Nicky USA September 2014 - Present
Alegria Montessori School February 2013 - Present
Franklin Templeton Investments June 2011 - August 2011
Thomson Reuters June 2010 - August 2010
Skills
Microsoft Excel, Interviews, Microsoft Office, New Hire Orientations, Microsoft Word, Databases, Social Media, Social Networking, Entrepreneurship, Event Management, Budgets, Financial Analysis, Public Speaking, Research, Teaching
Education
Eckerd College 2009 — 2013
Bachelor of Arts (B.A.), Human Development, Family Studies, and Related Services
Qvikly Inc. October 2012 - Present
Franklin Templeton Investments July 2002 - Present
Sulfe LLC 2000 - 2006
Sapient 1995 - 2002
Skills
Technology Architect, Program Facilitation, Strategy Facilitation, Team Building, SDLC, Testing, Strategy, Vendor Management, CRM, Perl, Management, E-commerce, Leadership, Analytics, Business Intelligence, Product Development, Databases
Education
Cornell University 1991 — 1995
Bachelor of Engineering, Electrical Engineering
International School of Manila 1982 — 1991
Keller Williams Realty Boca Raton August 2014 - Present
Paine Webber July 1991 - October 2005
Franklin Templeton Investments October 1987 - June 1991
Manufacturers Hanover Trust May 1985 - October 1987
Paine Webber February 1981 - April 1985
Paine Webber November 1980 - April 1985
Skills
Real Estate Sales..., Residential Mortgages, Economics, Real Estate Economics, Versatile Writer, Marketing, Public Speaking, Public Relations, Gourmet Cook, Event Planning, Leadership Development, Catholic Theology, Church Events
Education
New York Institue of Finance 1981 — 1982
Specialialist, Business, Management, Marketing, and Related Support Services
U.GA 1968 — 1970
Master's degree, Counselor Education/School Counseling and Guidance Services
Duquesne University 1965 — 1968
Bachelor of Arts (B.A.), Psychology
Franklin Templeton Investments August 2012 - Present
Citadel Investment Group August 2010 - June 2012
Citadel Investment Group February 2009 - August 2010
Georgia Institute of Technology August 2007 - December 2008
Zephyr Associates Inc May 2008 - July 2008
STMicroelectronics July 2005 - July 2007
Skills
Derivatives, Optimization, Databases, Quantitative Finance, Python, Risk, C++, Unix, R, Matlab, C, Trading, Financial Risk, Equities, Options, Hedge Funds
Education
Georgia Institute of Technology 2007 — 2008
Master of Science, Quantitative and Computational Finance, 3.83/4.00
Delhi College of Engineering 2001 — 2005
Bachelor of Engineering, Computer Science
Mishmo September 2011 - Present
Northbridge Partners December 2014 - March 2015
Timothy Crofton Real Estate Inc. February 2013 - September 2014
Exel June 2008 - April 2011
NELSON May 2006 - January 2008
SPACE January 2000 - May 2006
Franklin Templeton Investments 1998 - 2000
Skills
Windows, Active Directory, Customer Service, Hardware, System Administration, Cisco, Switches, Troubleshooting, Problem Solving, Microsoft Office, SharePoint, Operating Systems, Documentation, Lotus Notes, Computer Hardware, Administration, VMware, PowerPoint, XP, Windows 7, IT Service Management, Disaster Recovery, DNS, Routers, Software Documentation, Process Improvement, VoIP, Project Management, Windows Server, Software Installation, Networking, Data Center, Security, VPN, Integration, Infrastructure, WAN, Technical Support, Printers, Testing, Management
Education
DeVry University-California 2013 — 2016
Bachelor of Business Administration (B.B.A.), Business Information Systems, 3.9
Hello Computers 1999 — 2000
MCSE, MCSE Cerification
Novell 1999 — 2000
CNA, Certified Novell Administrator
Villanova University 2006 — 2007
Information Security, Information Security
Franklin Templeton Investments March 2014 - Present
Janus Capital Group February 2012 - February 2014
Xtreme Lashes - Advanced Certified Lash Stylist March 2005 - February 2012
Janus Capital Group December 1999 - January 2004
Vedder Price August 1996 - December 1999
Education
DePaul University College of Law 1992 — 1996
JD/Law Review, Business Law
University of Wisconsin-Oshkosh 1987 — 1991
BBA, Finance (cum laude), Finance
American Portfolio Mortgage Corporation June 2014 - Present
Franklin Templeton Investments March 2011 - June 2014
Grant Thornton LLP December 2009 - March 2011
Grant Thornton January 2009 - March 2009
Law Offices of Karen Cohen PA January 2008 - June 2008
Skills
Tax Research, Non-profits, Mutual Funds, Investments, Accounting, Tax, Financial Reporting, Auditing, Financial Statements, Financial Analysis, Sarbanes-Oxley Act, QuickBooks, International Tax, Financial Accounting, Corporate Tax, Marketing, Proposal Writing, RFP, Process Improvement, Risk Management
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2009
MSA & MBA, Accounting, Business
University of Florida 2003 — 2007
Bachelor's Degree, Business Management
Coty May 2014 - Present
Franklin Templeton Investments April 2013 - May 2014
Millennium Entertainment January 2011 - February 2012
Renaissance August 2009 - January 2011
Skills
Recruiting, Human Resources, Training, Management, Social Media, Analysis, Interviews, Customer Service, Payroll, Research, Sourcing, Data Analysis, Onboarding, Team Management, Performance Management, HRIS, Microsoft Office, Employee Relations, Teamwork, Team Leadership, Databases, Project Management, Taleo, PeopleSoft, SAP, Job Descriptions, Applicant Tracking..., Employee Benefits, Screening
Education
University of California, Santa Barbara 2007 — 2009
Bachelor of Applied Science (B.A.Sc.), Psychology
De Anza College
New York University
M.S, Human Resource Management and Development
Franklin Templeton Investments November 2005 - Present
Education
Dillard University 1990 — 1994
Bachelors of Arts, English and Mass Communications
Franklin Templeton Investments October 2013 - Present
Wilshire Associates June 2010 - September 2013
First Quadrant July 2005 - June 2010
Congresswoman Heather Wilson August 2002 - July 2005
Columbia Capital May 2001 - August 2001
Senator Chuck Hagel (R-NE) 1999 - 2000
Senator Rod Grams 1998 - 1999
Skills
Investments, Management, Alternative Investments, Hedge Funds, Portfolio Management, Investment Strategies, Financial Markets, Bloomberg, Equities, Asset Allocation, Securities, Fixed Income, Trading, Private Equity, Policy, Wealth Management, Capital Markets, Investment Management, Mutual Funds, Series 7, Financial Modeling, Asset Management, Risk Management, Financial Analysis, Asset Managment, Derivatives, Due Diligence, Investment Advisory, Valuation, Equity Research
Education
University of Notre Dame - Mendoza College of Business 2000 — 2002
MBA
Dana College 1994 — 1996
BA
Waldorf 1992 — 1994
AA
Meito High School 1990 — 1992
Raymond James January 2005 - Present
Franklin Templeton Investments June 2003 - January 2005
Skills
Investments, Series 63, Capital Markets, Series 7, Due Diligence, Mutual Funds, Asset Allocation, Microsoft Excel, Investment Strategies, Alternative Investments, Wealth Management, Investment Management, Asset Management, Fixed Income, Equities, Portfolio Management
Education
Cornell University 1999 — 2003
B.S., Applied Economics and Management
American Express February 2015 - Present
American Express December 2013 - January 2015
American Express September 2013 - December 2013
Franklin Templeton Investments June 2012 - August 2012
Skills
Due Diligence, PowerPoint, Business Planning, Microsoft Excel, Financial Analysis, Research, Leadership, Operating Budgets
Education
Dickinson College 2009 — 2013
Bachelor of Arts (B.A.), Policy and Management
Franklin Templeton Investments February 2007 - Present
Raytheon April 2005 - February 2007
Education
Chubb Institute 1996 — 1996
Network Engineering Degree, Computer Systems Networking and Telecommunications
CUNY New York City College of Technology 1984 — 1986
Associate of Science (AS), Accounting
Franklin Templeton Investments April 2012 - Present
SapientNitro April 2011 - April 2012
Rosetta June 2007 - April 2011
Skills
Web Content Management, Project Management, TFS, RedDot, Requirements Gathering, Visio, SharePoint, Strategy, Management, Business Analysis, Leadership, CRM, Integrated Marketing, Project Planning, Analytics, B2B, Business Intelligence, E-commerce, Consulting, Marketing, Web Analytics, Digital Marketing, Google Analytics, Marketing Strategy
Education
Case Western Reserve University - Weatherhead School of Management 2006 — 2007
Masters of Science, Management
Denison University 2002 — 2006
BA, Economics
Franklin Templeton Investments November 2012 - Present
PwC January 2012 - November 2012
Franklin Templeton Investments January 2011 - January 2012
Franklin Templeton Investments December 2008 - January 2011
Franklin Templeton Investments January 2006 - December 2008
Franklin Templeton Investments November 2004 - December 2005
Franklin Templeton Investments July 2003 - December 2004
Skills
Change Management, Business Process..., SDLC, Business Analysis, PMP, Project Delivery, Business Process, Project Management, Process Improvement
Education
Eckerd College
Bachelor of Arts (BA), International Business
University of Tampa
MBA, Management
Franklin Templeton Investments June 2011 - Present
MassMutual Financial Group March 2009 - June 2011
Old Mutual November 2006 - March 2009
AIG American General October 2004 - October 2006
Safeco LIfe & Investments (now Symetra Financial) January 1999 - September 2004
The Rainier Group March 1995 - December 1998
Skills
Marketing Strategy, Product Marketing, Market Research, Marketing Communications, Mutual Funds, Annuities, Life Insurance, Retirement Savings, Retirement Income..., Product Development, 529 Plans, Fixed Annuities, Retirement, SaaS, Management, Segmentation, Leadership, Marketing, Insurance, Business Strategy, Integrated Marketing, Strategic Planning, Program Management, Business Intelligence, Sales, Strategy, CRM, Investments
Education
Drake University
BA, International Relations/Economics
The Chinese University of Hong Kong 1988 — 1989
Other
Malcolm Kerr Scholar, National Council on US/Arab Relations
Gap Inc. July 2013 - Present
Union Bank May 2012 - August 2012
Franklin Templeton Investments October 2010 - June 2011
Franklin Templeton Investments February 2008 - September 2010
Capri Ristorante January 2005 - January 2008
First Republic Bank September 2005 - December 2005
Skills
Finance, Economics, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Microsoft Office, DCF Valuation, Microsoft Excel, Accounting, Capital IQ, Corporate Finance, Business Strategy, Data Analysis, Portfolio Management, Market Research, Banking
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Finance
University of California, Santa Barbara 2005 — 2007
BA, Business Economics with an Emphasis in Accounting
Franklin Templeton Investments January 2001 - Present
Global Strategy Investment Management 1998 - 2000
Scotia Investment Management 1996 - 1998
Skills
Portfolio Management, Mutual Funds, Marketing, Equities, Asset Management, Pensions, Investments, Investment Strategies, Bloomberg
Education
Dalhousie University 1991 — 1993
MBA, Finance
Dalhousie University 1988 — 1991
Science, Mathematics
Franklin Templeton Investments July 2013 - Present
OppenheimerFunds May 2012 - July 2013
Aberdeen Asset Management February 2009 - May 2012
Skills
Fixed Income, Mutual Funds, Asset Managment, Equities, Investments, Securities, Alternative Investments, Charles River IMS, Investment Advisory
Education
Drew University 2005 — 2008
BA, Economics
Georgia Southern University
Master of Science (M.S.), Applied Economics
Franklin Templeton Investments November 2014 - Present
SugarCRM May 2014 - September 2014
Franklin Templeton Investments August 2013 - February 2014
eBay Inc June 2013 - July 2013
PayPal November 2010 - November 2012
First Climate LLC October 2008 - April 2010
Sun Microsystems, Inc. June 2003 - September 2007
Sun Microsystems, Inc. September 2001 - June 2003
Sun Microsystems, Inc. September 1998 - September 2001
Sun Microsystems September 1997 - August 1998
Skills
Project Management, Operations, Communications, Process Improvement, Customer Support, Vendor Management, Program Managem, Program Management, Partner Management, Cross-functional Team..., Training, Product Management, Management, Contract Negotiation, Budgets, CRM, Marketing, Start-ups, Business Development, Account Management, SharePoint, Team Leadership, Product Development, Strategic Partnerships, Product Marketing, SaaS, Enterprise Software, Go-to-market Strategy, Strategy, E-commerce, Salesforce.com, Lead Generation, Demand Generation, Content Management, Analytics, Mobile Devices, Team Management, Multi-channel Marketing, Competitive Analysis, Cloud Computing, Call Centers, Human Resources, Databases, B2B, Software Documentation
Education
De Anza College 1980 — 1983
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
SiempreTax+ June 2012 - Present
Robert Ruth Financial June 1995 - June 2015
United One Insurance/Liberty Tax Service January 2011 - June 2012
First Command Financial Planning 2008 - 2008
Franklin Templeton Investments 2005 - 2007
Skills
Retirement Planning
Education
Eckerd College
BA, Business Management, Information Systems
Franklin Templeton Investments April 2010 - Present
Trinity Technology Group November 2009 - April 2010
Curriki.org September 2008 - October 2009
The Grow Network/McGraw-Hill August 2006 - September 2008
The Grow Network/McGraw-Hill July 2005 - August 2006
The Grow Network/McGraw-Hill January 2005 - July 2005
Skills
User Experience, Strategy, Software Documentation, Quality Assurance, Requirements Analysis, Product Management, Cross-functional Team..., Data Analysis, Process Improvement, Educational Technology
Education
East Tennessee State University 2000 — 2004
BA, English
Franklin Templeton Investments January 2015 - Present
BlackRock October 2005 - November 2014
Deutsche Asset Management June 1996 - October 2005
Skills
Alternative Investments, Institutional..., Pension Funds, Hedge Funds, Asset Managment, Fund Of Funds, Investment Management, Portfolio Optimization, High Yield, ETFs, Portfolio Management, Asset Allocation, Relationship Management, Investments, Fixed Income, Financial Services, Equities, Client Services, Business Development, Asset Management, Capital Markets, Investment Strategies, Private Equity, Financial Markets, Securities
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA
Lehigh University 1992 — 1996
BS, Finance
South Side High School
BCD M&I July 2013 - Present
Franklin Templeton Investments August 2012 - August 2013
Hilton Worldwide July 2008 - August 2012
Doubletree Hotel January 2007 - July 2008
DoubleTree by Hilton August 2006 - January 2007
DoubleTree by Hilton February 2004 - August 2006
Macy's April 2000 - September 2003
EIP Microwave September 1997 - July 1999
Skills
Menu Development, Event Management, Budgets, Contract Negotiation, Strategic Planning, Project Management, Hotels, Training, Hospitality, Hospitality Industry, Hospitality Management, Banquets, Catering, Revenue Analysis, Food & Beverage, Hotel Management, Resorts, Tourism, Corporate Events, Meeting Planning, Trade Shows, Convention Services, Event Planning, OnQ, Micros, Marketing, Sales, Food, Customer Service, Fine Dining, Front Office, Hotel Booking, Customer Satisfaction, Sponsorship, Management, Incentives, Yield Management, Restaurants, Property Management..., Wedding Planning, CRM
Education
San Jose State University 2003 — 2006
Bachelor of Science, Business Administration; European Area Studies and Politics
De Anza College 2000 — 2003
Milpitas High School
World Fuel Services April 2015 - Present
CSI Caregiver Services October 2013 - April 2015
Franklin Templeton Investments August 2012 - March 2013
Wells Fargo January 2011 - August 2011
University of Central Florida January 2010 - May 2010
Skills
Financial Analysis, Mutual Funds, Investments, Portfolio Management, Financial Modeling, Valuation, Securities, Mergers & Acquisitions, Trading, Financial Services, Equities, Analysis, Alternative Investments, Derivatives, Corporate Finance, Accounting, Economics, Due Diligence, Strategic Financial..., Finance, Asset Management
Education
Creighton University 2012 — 2013
Master of Security Analysis and Portfolio Management, Finance
University of Central Florida 2009 — 2011
Bachelor of Business Administration, Finance
Florida International University 2006 — 2009
Associate's degree, Finance, General
North Miami Beach Senior High School 1999 — 2006
Bio-medical & Environmental Advancement Magment program
Franklin Templeton Investments January 2015 - Present
Kaiser Permanente October 2014 - December 2014
Self Employed May 2013 - October 2014
TRC Companies, Inc. January 2008 - April 2013
CyberLink May 2006 - October 2007
Dell August 2005 - May 2006
Hewlett-Packard September 1998 - January 2003
SAIC May 1997 - September 1998
Cadence Design Systems May 1996 - May 1997
Skills
Technical Support, Troubleshooting, Software Installation, Security, Servers, Active Directory, Networking, System Administration, Computer Hardware, Windows XP, Hardware, Windows 7, Testing, Data Center, Help Desk Support, OS X, Outlook, Windows Server, TCP/IP, Operating Systems, Backup Exec, Network Administration, Disaster Recovery, Microsoft Office 2007, Microsoft Office 2010, Software Documentation, Photography, Visio, Digital Photography, Graphics Layout, Desktop Computers, System Migration, Windows Server 2008, Windows Server 2012, iPhone Support, Antivirus, Data Migration, Laptops, PC Anywhere, Photo Restoration, Drawing, Photoshop, Windows, Technical Writing, Office 2010, Graphic Arts, Windows XP Pro, Meteorology, Nature Photography, Microsoft Office
Education
De Anza College 1994 — 1995
Astronomy
Franklin Templeton Investments July 2015 - August 2015
China International Capital Corporation August 2013 - August 2013
SDIC CGOG Futures Co. June 2013 - August 2013
California State Assemblywoman Diane Harkey Office June 2011 - September 2011
Skills
Public Speaking, Teamwork, Event Planning, Social Media, Editing, Microsoft Word
Education
Davidson College 2012 — 2016
Economics, Sophomore
JSerra Catholic High School 2010 — 2012
The London School of Economics and Political Science (LSE)
Hirzel & Dreyfuss, P.A. January 2014 - Present
Hirzel & Dreyfuss, P.A. January 2014 - Present
Zarco Einhorn Salkowski & Brito, P.A. June 2009 - December 2013
Credit Suisse September 2007 - December 2007
Franklin Templeton Investments June 2005 - August 2005
Skills
Legal Research, Litigation, Legal Writing, Commercial Litigation, Civil Litigation, Intellectual Property, Corporate Law, Courts, Appeals, Mediation, Westlaw, Trials, Mergers & Acquisitions, Public Speaking, Franchise Law
Education
University of Miami School of Law 2008 — 2011
Juris Doctorate, Law
University of Virginia 2004 — 2007
Bachelor of Arts, Major: Economics; Minor: Philosophy
Cornell University 2003 — 2004
Applied Economics and Management
Pine Crest
High School
SIT
Franklin Templeton Investments April 2013 - Present
Westland Nursery, Inc. May 1997 - Present
Georgiou, Inc. Womens Designer Clothier October 1994 - April 1997
Mizuno USA August 1993 - September 1994
Skills
Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Microsoft Excel, QuickBooks, ADP Payroll, Forecasting, Leadership, Management
Education
University of California, Davis 1990 — 1992
Bachelor of Science (B.S.), Major, Rhetoric and Communications, Minor Textiles and Clothing
Cosumnes River College 1989 — 1990
Associate in Arts (A.A.), General Education Program, HONORS Good Standing
Santa Rosa Junior College 1987 — 1989
KYOCERA Document Solutions America, Inc. June 2014 - Present
UnitedHealthcare September 2010 - Present
United States Postal Service July 2008 - Present
Franklin Templeton Investments May 2005 - May 2006
World Financial Group (WFG) May 2002 - May 2005
Franchise Tax Board February 1998 - May 2002
Skills
Finance, Training, Organization, Sales, Social Networking
Education
Cosumnes River College 1995 — 1998
General Studies, 3.0
Mackenzie Investments March 2014 - Present
Dynamic Funds November 2001 - March 2014
Dynamic Funds March 2000 - November 2001
Franklin Templeton Investments December 1998 - March 2000
Skills
Public Speaking, Mutual Funds, Wealth Management, Hedge Funds, Competitive Analysis, Portfolio Management, Financial Advisory, Investment Advisory, Investment Strategies, Strategic Financial..., Asset Allocation, Equities, Securities, ETFs, Investments, Asset Management, Relationship Management, Financial Services, Alternative Investments, Retirement Planning, Sales Process, Building Relationships
Education
Dalhousie University 1994 — 1998
BA, Economics
Kings Edgehill 1992 — 1994
Eastman Kodak February 2001 - April 2011
QUALEX Inc. /QOS (Kodak Affiliate) Seattle, WA March 1998 - January 2001
Franklin Templeton Investments February 1996 - April 1998
Skills
Technical Training, Troubleshooting, Problem Solving, Customer Relations, Customer Satisfaction, Equipment Installation, Software Installation, Hardware Installation, Customer Service, Employee Training, Team Building, Technical Support, Sales, Management, Project Management, Leadership, Sales Operations, Retail, Training, Electronics, Digital Imaging, Recruiting, Field Service, Printers, Operations Management, Team Leadership, Sales Management, Cross-functional Team..., Software Documentation, Process Improvement, Key Account Management, Computer Hardware, Account Management, P&L Management, Product Marketing, Inventory Management, Customer Retention, B2B, Direct Sales, Networking, Forecasting, P&L, Selling, Product Management, Competitive Analysis, Vendor Management, Hands-on Training, Manufacturing
Education
De La Salle University
BA, Behavioral Science Major
Andiamo July 2015 - Present
American Express August 2014 - December 2014
Travelers June 2014 - August 2014
Stanford Management Company January 2014 - January 2014
Franklin Templeton Investments May 2013 - July 2013
Marvell Semiconductor December 2012 - January 2013
Education
Cornell University 2012 — 2015
Bachelor’s Degree
UNSW Australia 2013 — 2013
New York University 2011 — 2012
Bachelor of Arts (BA)
Burlingame High School 2007 — 2011
Franklin Templeton Investments February 2015 - Present
Franklin Templeton Investments August 2014 - February 2015
Franklin Templeton Investments October 2013 - July 2014
SAFEBRIDGE Financial Group September 2011 - April 2013
RBC January 2010 - September 2011
Skills
Investments, Management, Mutual Funds, Banking, Customer Service, Credit, Finance, Financial Analysis, Mortgage Lending, Portfolio Management, Strategic Financial..., Wealth Management
Education
Canadian Securities Institute
Canadian Securities Course
Dalhousie University 2006 — 2010
Bachelor of Arts (BA)
Insurance Claims 2012 - 2014
Vocational Rehabilitation July 2001 - February 2011
Worknet Pinellas June 2001 - December 2009
Franklin Templeton Investments September 1999 - April 2001
United States Marine Corps Reserve July 1995 - 1999
Skills
Eagle Scout, Motivational Speaking, Hurricane Katrina..., Clearwater Dream Center..., Salvation Army Vounteer, Tri-M Music Honor..., MANAGEMENT /..., OPERATIONS EXPERTISE •..., PUBLIC RELATIONS..., Pinellas Ex-Offender..., Proficient with all..., Cross Functional Team..., Employee Training, Payroll, New Business Development, Strategic Planning, Muscular Dystrophy..., Management, Public Speaking, Leadership, Training, Leadership Development, Nonprofits, Team Building, Fundraising, Community Outreach, Program Management, Public Relations, Marketing, Event Planning, Government, Social Media, Microsoft Office, Customer Service, Coaching, Team Leadership, Policy, Research, Performance Management
Education
St. Petersburg College 2009 — 2011
Associate of Arts (A.A.), General Education
St. Petersburg College 2007 — 2009
Associate of Science (A.S.), Substance Abuse/Addiction Counseling
Eckerd College 2005 — 2007
Studied Global Human Resource Management, Human Resources Management and Services
Gibbs High School 1991 — 1995
High School Diploma, High School/Secondary Diploma Programs
Raymond James Financial Services Inc. September 2014 - Present
Raymond James Financial Inc. August 2006 - December 2009
Franklin Templeton Investments June 2004 - February 2006
Raymond James Financial Inc. February 2001 - June 2004
Indiana Technology Partnership 2000 - 2000
USF&G 1997 - 2000
Skills
Deferred Compensation, Financial Services, HRIS, Securities, Personnel Management, Succession Planning, Human Resources, Onboarding, Management
Education
Eckerd College 2001 — 2003
BA, Human Resources & Int'l Business & Finance
BorderLinks August 2014 - August 2015
Young Adult Volunteers Presbyterian Church (USA) August 2014 - July 2015
Davidson College January 2011 - May 2014
Franklin Templeton Investments June 2013 - July 2013
Center for Urban Education about Sustainable Agriculture May 2012 - August 2012
Davidson College September 2011 - May 2012
Skills
Events Organizing, Fundraising, Leadership Development, Community Outreach, Leadership, Research, Events Organisation, Spanish, Public Speaking, Blogging, Wilderness First Aid..., Corporate Social..., Event Planning, Editing, Volunteer Management, Nonprofits, Social Media, Microsoft Office
Education
Davidson College 2010 — 2014
B.A., Major: Environmental Studies
French American International High School (SF) 2006 — 2010
International Baccalaureate, HLs: English, Chemistry, History, Music
KleanSlate LLC 2014 - 2014
KleanSlate LLC 2014 - 2014
Franklin Templeton Investments 2011 - 2013
BlackRock 2009 - 2011
Barclays Global Investors 2009 - 2009
Independent Consultant 2003 - 2009
Control Solutions International 2005 - 2008
Robert Half Management Resources 2004 - 2005
Resources Global Professionals 2003 - 2004
AEGON - Transamerica Asset Management (formerly IDEX Mutual Funds) June 2001 - November 2002
Skills
Risk Management, Financial Services, Finance, Financial Reporting, Sarbanes-Oxley Act, Strategic Financial..., Asset Management, Internal Controls, Asset Managment, Mutual Funds, Investments, Portfolio Management, Mergers & Acquisitions, Vendor Management, Forecasting, Internal Audit, Leadership, Accounting, Business Process, Process Improvement, Business Planning, Analysis, Budgets, Strategic Planning, Financial Analysis, Securities, Fund Accounting, SEC filings, Management, Insurance, Auditing, Sarbanes-Oxley, CRM, Cash Flow, Outsourcing, Leadership Development, Relationship Management, International Business, Marketing Management, Operations Management, Coaching, Global Management, Global Business..., Cross Cultural..., International..., International Relations, Presentation Development, Presenter, Cultural Awareness, Cultural Diversity
Education
University of Phoenix 1998 — 2002
MBA, Global Management
Saint Joseph's University 1988 — 1991
BS, Finance
Delaware County Community College 1984 — 1987
Associates, Business Administration
Unionville High School 1980 — 1984
HOOPP February 2010 - Present
Toronto Hydro November 2006 - October 2007
Franklin Templeton Investments November 2005 - October 2006
AGF Management Ltd. March 2001 - July 2005
Deloitte Consulting June 1997 - December 2000
Education
Queen's University 1996 — 1997
MBA, Science and Technology
Queen's University 1988 — 1990
MSc, Computer Science
Deree College 1982 — 1985
BSc, Computer Information Systems
Franklin Templeton Investments October 2011 - Present
Franklin Templeton Investments February 2006 - October 2011
Franklin Templeton Investments October 2003 - January 2006
Franklin Templeton India August 2002 - October 2003
Skills
Project Management, Analysis, SharePoint, Management, Requirements Analysis, RFP, Business Process, Management Consulting, Process Improvement, Business Analysis, MS Project, Software Project..., SDLC, Risk Management, Training, Mutual Funds, PMO, Requirements Gathering, Vendor Management
Education
University of Tampa - John H. Sykes College of Business 2007 — 2009
Master of Business Administration (MBA), International Business
Eckerd College 1998 — 2002
Bachelor of Arts (BA), Business Management and Spanish
PADI July 2014 - Present
Fin Forward 2008 - Present
Enterprise Rent-A-Car November 2005 - April 2008
Franklin Templeton Investments July 1997 - June 2001
Image Consultants June 1996 - November 1997
Skills
Market Research, Competitive Analysis, Marketing Communications, Advertising, Social Media Marketing, International Business, Brand Development, Strategic Partnerships, Innovative Thinking, Adventure Travel, Start-ups, Product Management, Technical Writing, Customer Experience, B2B Marketing, Nonprofit Leadership
Education
Thunderbird School of Global Management 2002 — 2004
MBA, International Brand Management, 3.6
Eckerd College 1993 — 1997
BA with Honors, International Business, 3.8
Gulf Breeze High School
High School, Marine Biology and Business, 3.9
University of Southern California June 2015 - Present
Schwartz Investment Group May 2014 - May 2015
It's Mauri LLC October 2013 - May 2015
BNP Paribas July 2013 - October 2013
BNP Paribas June 2012 - August 2012
Drury University August 2010 - May 2012
Metropolitan Grill August 2011 - December 2011
Franklin Templeton Investments July 2011 - August 2011
Nadia Cavner Investments May 2007 - April 2008
Carnahan, Evans, Cantwell, & Brown Law Firm November 2005 - April 2006
Skills
Editing, Spanish, Microsoft Office, Public Speaking, Fluent in French, Proficient in Spanish, French, Press Releases, English, Social Networking, Gourmet chef, Series 63, Series 7, Research, Facebook
Education
University of Southern California 2015 — 2016
Master’s Degree, Dollinger Master of Real Estate Development
Drury University 2009 — 2012
Undergraduate, Economics, Philosophy, and Mathematics, Summa Cum Laude
Springfield Catholic High School
J. Rockcliff Realtors May 2015 - Present
Groove Yoga November 2010 - Present
Studley, Inc. January 2006 - December 2011
CM Realty 2002 - 2006
Franklin Templeton Investments 2000 - 2002
Skills
Sales, Business Development, Strategic Planning, Public Speaking, Research, Teaching, Social Media, Marketing, Microsoft Office, Event Planning, Fundraising, Nonprofits, Community Outreach, Leases, Leadership
Education
University of Miami 1998 — 2000
BS, International Finance and Marketing
Diablo Valley College 1995 — 1996
Franklin Templeton Investments April 2005 - Present
Skills
Separately Managed..., Mutual Funds, Series 7, Alternative Investments, Asset Allocation, Wealth Management, Investments, Series 6, 401k, Series 63, Retirement Planning, Relationship Management, Retirement, ETFs, Financial Services, Investment Strategies, Securities, Investment Advisory, Financial Advisory, Finance, Strategic Financial..., IRAs, Asset Management, FINRA, Uniform Combined State...
Education
Eckerd College 1996 — 2000
Bachelor of Arts (B.A.), Business Management
University of Tampa 2006 — 2008
Master of Business Administration (MBA), Finance
Hilton software May 2014 - Present
Tech Maven LLC August 2012 - Present
LHnav, LLC February 2014 - June 2014
UST Logistical Systems June 2013 - November 2013
Franklin Templeton Investments February 2012 - July 2012
Franklin Templeton Investments February 2012 - July 2012
Motorola Solutions Corp January 2010 - January 2012
Geospatial Information Technology Solutions, LLC May 2008 - July 2010
Geospatial Information Technology Solutions January 2008 - May 2010
Miami-Dade County Park and Recreation Department June 1997 - October 2008
Skills
GIS, Databases, Database Design, SharePoint, GPS, Geography, Google Earth, Requirements Analysis, ArcGIS, Integration, Access, Web Design, Project Management, Web Development, Microsoft SQL Server, Software Documentation, Data Analysis, Database Administration, Microsoft Excel, Business Process, ArcMap, Business Analysis, GIS software, Geospatial, Report Writing, Geographic Information..., Geomatics, Photogrammetry, Trimble GPS, Project Planning, Spatial Databases, Multimedia, Mind Mapping, GNSS, Business Intelligence, Project Coordination, IT Budget, Mockups, Wireframes, Reports, Microsoft Access, Google Apps, Relational Databases, PowerPoint, Public Speaking, Presentations, Training, Data Visualization, location analytics, Asset Management
Education
Florida Atlantic University 2009 — 2010
Certification, Microsoft SQL Server Database Administration
Miami Dade College 2006 — 2007
Certificate, Geographic Information Systems (GIS)
Eckerd College 1992 — 1994
BS, Marine Biology
Misc
Bachelor of Science, various
Franklin Templeton Investments November 2010 - Present
Support for Families of Children with Disabilities July 2012 - Present
Franklin Templeton Investments November 2009 - November 2010
Federal Reserve Bank of San Francisco September 2002 - November 2009
Federal Reserve System September 2002 - November 2009
Duke University July 1999 - August 2002
Bearn Stearns June 1998 - August 1998
Instituto Peruano de Economia August 1995 - July 1996
Skills
Macroeconomics, International Economics, Econometrics, Emerging Markets, Research, Analysis, Financial Markets, Policy, Economics, Fixed Income, Economic Research, Quantitative Research, Global Macro, Economic Modeling, Data Analysis, Quantitative Analytics, Valuation, Time Series Analysis, Quantitative Finance, Monetary Policy, Financial Modeling, Finance
Education
Duke University 1996 — 2002
PhD, Economics
Duke University 1996 — 2002
M.A, Economics
Cornell University 1991 — 1995
Bachelor of Arts (B.A.), Economics
Farmers Insurance March 2013 - Present
Franklin Templeton Investments 2005 - 2007
Skills
Marketing, Business Relationship..., Client Development, Team Building, Customer Service, Insurance, General Insurance, Umbrella Insurance, Training, Customer Retention, Networking, Account Management, New Business Development, Life Insurance, Recruiting
Education
California State University-SacramentoBach 2001 — 2004
Bachelor of Science (B.Sc.), Business Administration and Management, General
Cosumnes River College 1998 — 2000
Associate's degree, General Education
El Dorado High School 1994 — 1998
General Education
Raymond James Financial Inc. September 2011 - May 2015
Chapters Health System 2015 - 2015
VF Corporation September 2010 - September 2011
JLM Performance Dynamics April 2009 - September 2010
Franklin Templeton Investments June 2004 - February 2009
Franklin Templeton Investments April 1998 - June 2004
Franklin Templeton Investments June 1994 - April 1998
Alltel May 1992 - April 1994
FDIC November 1990 - May 1992
Wachovia April 1989 - December 1990
Skills
Talent Management, Succession Planning, Performance Management, Organizational..., Leadership Development, Recruiting, Training, Talent Acquisition, Onboarding, Organizational..., Employee Engagement, Workforce Planning, Coaching, HR Consulting, Management, Human Resources, Leadership, Team Leadership, Process Improvement, Strategy, Personnel Management, Deferred Compensation, Employee Benefits, Strategic Planning, Program Management, HRIS, Career Development, Executive Coaching, Consulting, Hiring, Staff Development, Organizational Design, Sourcing, New Hire Orientations, Change Management, Training Delivery, 360 Feedback, Human Capital, Performance Appraisal, Performance Improvement, Management Consulting, Team Building, E-Learning, Management Development, Performance Consulting, Strategic HR, Instructional Design, Interviews, Employee Relations, Employee Training
Education
University of South Florida - College of Business Administration 2004 — 2006
MBA, International Business
Kansas State University 1985 — 1987
M.S., Industrial/Organizational Psychology
Eckerd College 1980 — 1984
B.A., Psychology
Hilton Santa Clara Hotel September 2015 - Present
Villa Florence Hotel - JRK Hotel Group June 2014 - September 2015
Franklin Templeton Investments October 2005 - July 2008
CSAA Insurance Group October 1985 - October 1999
Skills
Customer Service, Hospitality, Hotels, Hospitality Industry, Front Office, Hospitality Management, Tourism, Yield Management, Revenue Analysis, Event Management, Restaurants, Customer Satisfaction
Education
San Francisco State University
Certificate in Hospitality and Tourism Management, Hospitality Administration/Management
Golden Gate University
Master's degree, Taxation
De Anza College
Associate of Science (A.S.), Paralegal Studies
Franklin Templeton Investments August 2015 - Present
Franklin Templeton Investments November 2011 - August 2015
Law Office of Bunmi Awoniyi October 2009 - November 2011
Skills
Onboarding, Talent Acquisition, Human Resources, New Hire Orientations, Management, PeopleSoft, Employee Benefits, Taleo, College Recruiting, Recruiting, Employee Relations, HRIS, HR Metrics, Reporting & Analysis, Strategic Sourcing
Education
DeVry University-California 2003 — 2007
Bachelor of Arts (BA), Business Technology Management
Microsoft June 2014 - September 2014
Dartmouth College September 2013 - June 2014
Franklin Templeton Investments June 2013 - August 2013
National Yang Ming University July 2012 - September 2012
Artech Architects June 2011 - August 2011
Taipei International Flora Expo November 2010 - April 2011
Foxconn December 2009 - December 2009
Skills
Research, Chinese, C++, Java, Bloomberg, Lipper, SQL, JavaScript, C#, Microsoft Excel
Education
Dartmouth College 2013 — 2017
Bachelor of Arts (B.A.), Computer Science and Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Tuck Business Bridge Program
Deerfield Academy 2011 — 2013
National Yang Ming University 2012 — 2012
Taipei American School 2001 — 2011
Citrus Heights Water District October 2013 - Present
Franklin Templeton Investments August 2013 - October 2013
parx casino June 2012 - May 2013
Griswold Special Care August 2011 - June 2012
The Linde Group July 2010 - August 2011
PSC October 2007 - January 2008
Skills
Accounting, Microsoft Excel, Budgets, SAP, Customer Service, Accounts Payable, Auditing, Cost Accounting, Financial Reporting, Account Reconciliation, PowerPoint, General Ledger, JD Edwards, Microsoft Word, Internal Controls, Microsoft Dynamics, QuickBooks, Invoicing, Financial Accounting, Management, Accounts Receivable, Financial Analysis, Time Management, Finance, Accruals, Tax, Bank Reconciliation, Journal Entries, Payroll, Training
Education
Keller Graduate School of Management of DeVry University 2008 — 2011
MBA
DeVry University 2006 — 2008
BSc
Investment Office at Texas Children's Hospital July 2015 - Present
Franklin Templeton Investments June 2014 - August 2014
Morgan Creek Capital Management August 2007 - July 2013
Skills
Hedge Funds, Emerging Markets, Portfolio Management, Public Markets, Endowment Model, Manager Selection, Global Macro, Commodities, Asset Allocation, Matlab
Education
The University of Chicago Booth School of Business 2013 — 2015
MBA, Finance and Economics
Dartmouth College 2003 — 2007
BA, Asian and Middle Eastern Studies
State Street Global Exchange 2014 - Present
Credit Suisse January 2011 - 2014
Credit Suisse August 2007 - December 2010
Credit Suisse April 2006 - August 2007
Credit Suisse September 2005 - April 2006
Santa Barbara Alpha Strategies 2003 - 2005
Dolphin Capital Management Inc. 2001 - 2003
Franklin Templeton Investments 2000 - 2002
Atlantic Portfolio & Management (APAM) 1996 - 2000
International Trading Institute 1995 - 1996
Skills
Capital Markets, Hedge Funds, Corporate Finance, Private Equity, Derivatives, Risk Management, Trading, Due Diligence, Financial Structuring, Emerging Markets, Mutual Funds, Portfolio Management, Alternative Investments, Equities, Fund Of Funds, Fixed Income, Investments, Wealth Management, Financial Modeling, Financial Analysis, Financial Markets, Valuation, Investment Banking, Structured Products, Securities, Asset Management, Structured Finance, FX Options, Private Banking, Bloomberg
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1993
MBA, Finance, with Distinction
Maurice A. Deane School of Law at Hofstra University 1989 — 1992
JD, Law
University of Notre Dame 1986 — 1989
BA, Economics
SKY Harbor Capital Management, LLC July 2012 - Present
Franklin Templeton Investments June 2011 - August 2011
Deutsche Bank June 2005 - May 2010
Skills
Valuation, Bloomberg, Capital Markets, Fixed Income, Financial Modeling, Corporate Finance, Investment Banking, High Yield
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Accounting and Entrepreneurship
Cornell University 2001 — 2005
Bachelor of Arts (B.A.), Government
Franklin Templeton Investments January 2014 - Present
Ontario Teachers' Pension Plan June 2008 - December 2013
Deloitte Canada August 2006 - May 2008
PricewaterhouseCoopers - Canada February 2005 - August 2006
Ernst & Young April 2003 - October 2004
Irish Nationwide Building Society October 2000 - March 2003
Skills
Recruiting, Policy, Talent Management, HRIS, Talent Acquisition, Human Resources, Applicant Tracking..., Performance Management, Employee Engagement, Employee Relations, Onboarding, Succession Planning, HR Policies, Vendor Management, Leadership, Interviews, Personnel Management
Education
National College of Ireland 2001 — 2003
National Diploma in Personal Management
Dublin Business School 1997 — 1999
BA ( Hons) Degree in Business Studies & Tourism
Dublin Business School 1995 — 1997
National Certificate in Business Studies
Franklin Templeton Investments August 2015 - Present
Tech Data July 2013 - June 2014
Raymond James & Associates January 2012 - April 2013
Franklin Templeton (Milestone Technologies) September 2009 - January 2012
Skills
Computer Hardware, Network Systems, Microsoft Office, Routers, Switches, Desktop Application..., Networking, Active Directory, VMware, Microsoft Exchange, Windows Server, Citrix, Servers, Technical Support, DHCP, Windows 7, Windows XP Pro, DNS, Information Security, System Administration, Troubleshooting, Virtualization, Blackberry Enterprise..., Software Documentation, Network Administration, Network Security, Blackberry, TCP/IP, Information Technology, Integration, IT Strategy, Program Management, Process Improvement, Incident Management, HP, Laptops, Software Installation, Help Desk Support, Operating Systems, Customer Service, Cisco Technologies, Disaster Recovery, SharePoint, Cloud Computing, Vendor Management
Education
DeVry University-Florida 2009 — 2012
Associate of Science (A.S.), Computer Networking Systems
Franklin Templeton Investments October 2013 - Present
Franklin Templeton Investments 2004 - Present
Franklin Templeton Investments 1997 - 2003
Franklin Templeton Investments 1990 - 1997
Skills
Disaster Recovery, Enterprise Architecture, Unix, AIX, VMware Infrastructure, Virtualization, Capacity Planning, Automation, backup and recovery, SDLC, IT Strategy, ITIL, Servers, High Availability, Operating Systems, Storage Area Networks, Performance Tuning, Data Center, Vendor Management, Storage, SAN, Enterprise Software
Education
Assumption Convent
De La Salle University
Bachelor's of Science, Industrial Engineering
Franklin Templeton Investments August 2007 - Present
Aetos Capital 2003 - 2005
Credit Suisse First Boston 2000 - 2002
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance, Real Estate
Dartmouth College 1996 — 2000
BA, Economics, Math, Engineering
Miramonte High School 1992 — 1996
Bank of the West May 2013 - Present
Franklin Templeton Investments December 2010 - May 2013
Wells Fargo June 2009 - November 2010
Xilinx October 2008 - May 2009
Abbott 2006 - 2008
CISCO 2005 - 2006
Motorola August 2004 - May 2005
Bharti Airtel Limited May 2001 - August 2004
Tata Steel June 2000 - February 2001
e-academy Inc January 1998 - April 1999
Skills
Data Modeling, ETL, Databases, Data Warehousing, Business Objects, Business Analysis, Business Intelligence, PL/SQL, Database Design, SDLC, Unix, Enterprise Architecture, Requirements Analysis, Performance Tuning, Oracle
Education
Symbiosis International University
Master's in Information Technology
Delhi University
University of Delhi
Franklin Templeton Investments November 2006 - Present
Bell, Boyd & Lloyd January 2005 - November 2006
Bell, Boyd & Lloyd September 1998 - December 2004
Sara Lee Corporation January 1994 - June 1998
Skills
Investment Company Act, Investment Advisers Act, Mutual Funds, Asset Management, Securities Regulation, Collective Invesment..., Corporate Governance, Legal Writing, Legal Research, Legal Compliance, Corporate Law, Contract Negotiation
Education
DePaul University College of Law 1994 — 1998
J.D., Law
DePauw University 1990 — 1994
B.M., Business, Music
JPMorgan Chase & Co. November 2014 - Present
M&T Bank September 2011 - October 2014
Citigroup June 2009 - May 2011
Franklin Templeton Investments July 2008 - January 2009
Next Generation Equity Research, LLC June 2007 - August 2007
Cavell November 2004 - July 2006
Harvard Pilgrim November 2003 - October 2004
Fidelity Investments February 2001 - November 2002
Skills
Equity Research, Value Investing, Firm Valuation, Decision Modeling, Profit Analysis, Writing For Publication, Valuation, Finance, Competitive Analysis, Investments, Analysis, Analytics, Credit Risk, Portfolio Management, Financial Analysis, Bloomberg, Capital Markets, Equities, Corporate Finance, Financial Modeling
Education
Cornell University - Johnson Graduate School of Management 2006 — 2008
MBA, Finance
Syracuse University 1995 — 2000
BA, Mathematics
Cisco Systems 2007 - Present
HedgeStreet 2004 - 2007
Franklin Templeton Investments 1998 - 2004
Skills
Vendor Management, IT Management, IT Strategy, SDLC, Cisco Technologies, Program Management, Integration, Software Project..., PMP
Education
Cornell University
MS
Franklin Templeton Investments May 1990 - November 2008
U.S. Postal Service 1985 - April 1990
Inn at the Park Hotel / Anaheim Hilton & Towers September 1980 - 1985
Capulin Volcano National Monument / U.S. National Park Service May 1978 - September 1978
Skills
SDLC, Business Analysis, Process Improvement, Requirements Analysis, Vendor Management, Visio, Requirements Gathering, Program Management, Customer Service, Management, Analysis
Education
Eckerd College 2003 — 2005
B.A., Creative Writing
Orange Coast College 1981 — 1984
None, Creative Writing
New Mexico State University 1976 — 1980
None, Wildlife Science, Horticulture, Miscellaneous
Oregon State University 1978 — 1979
None, Miscellaneous
Wells Fargo Bank 2010 - Present
Franklin Templeton Investments 2007 - 2009
Franklin Templeton Investments 2006 - 2007
Franklin Templeton Investments 2003 - 2006
Monarch Consulting Group 2001 - 2003
S1 Corporation June 2000 - August 2000
Mellon Capital Mgt 1993 - 1999
Skills
Portfolio Management, Investments, Equities, Mutual Funds, Strategy, Fixed Income, Asset Management, Management, Investment Management, Alternative Investments, CRM, Competitive Analysis, Cross-functional Team..., Financial Modeling, Financial Services
Education
Cornell University - Johnson Graduate School of Management 2000 — 2001
University of California, Berkeley
B.A.
Franklin Templeton Investments December 2010 - Present
Franklin Templeton Investments December 2005 - November 2010
Franklin Templeton Investments March 2005 - November 2005
Education
De La Salle University 1985 — 1988
Franklin Templeton Investments December 2001 - Present
Skills
Alternative Investments
Education
Eastern Kentucky University
TD October 2011 - Present
TDBG April 2008 - September 2011
Canadian Tire 2004 - 2008
Franklin Templeton Investments 1998 - 2003
Saville Systems 1998 - 2000
Skills
SDLC, Quality Assurance, PMP, Requirements Analysis, Quality Control, Quality Management, Business Process
Education
The University of Salford 1986 — 1988
MSc, Computer Science
De La Salle University 1980 — 1984
BSc, Mechanical Engineering
Transamerica Financial Advisors, Inc. October 2014 - Present
Transamerica Financial Advisors, Inc. December 2012 - October 2014
Franklin Templeton Investments August 2011 - December 2012
Adecco Group October 2009 - July 2011
Tampa Bay Segs February 2006 - September 2009
Alcoa April 2005 - August 2005
Education
Duquesne University 2001 — 2005
Bachelor of Science (B.S.), Business Administration
Comcast 2014 - Present
PHH Mortgage August 2012 - 2014
Sprout Channel - NBCUniversal, Inc. March 2011 - August 2012
Bell Canada August 2007 - December 2010
Franklin Templeton Investments October 2005 - August 2007
Studio Internazionale Tributario(PwC Associate) March 2002 - May 2005
Ernst & Young LLP 2001 - 2002
Skills
Financial Analysis, Financial Modeling, Analysis, Strategic Planning, Management Consulting, Forecasting, Cross-functional Team..., Team Management, Financial Reporting, Multilingual - English,..., Managerial Finance, Salesforce.com, Multilingual, SAP, Strategic Financial..., Sales Commissions, Financial Planning, Financial Management, Bid/Deal Management, Strategy, Data Analysis, Consulting, Start-ups, Project Management, Finance, Management, Leadership
Education
St. John's University 2002 — 2005
Master of Business Administration (M.B.A.), International Business
Duke University 2014 — 2014
Certificate in Data Analysis
The American University of Rome
Bachelor's Degree, International Business, Valedictorian of graduating class - Summa Cum Laude -
American School of Tangiers
American High School Diploma
University of Pennsylvania - The Wharton School 2015 — 2016
Business Analytics Specialization
Franklin Templeton Investments October 2009 - Present
Columbia Management January 2008 - November 2009
Principal Funds August 2005 - January 2008
Skills
Series 6, Series 63, Series 7, 401k, Series 24, Wealth Management, Investment Advisory
Education
Dominican University of California 1997 — 1999
BA, Psychology
Dominican University of California 1997 — 1999
BA, Psychology
Principal Financial Group May 2013 - Present
Franklin Templeton Investments October 2008 - May 2013
Franklin Templeton October 2007 - October 2008
Franklin Templeton Investments November 2004 - October 2007
Franklin Templeton Investments October 2003 - October 2004
Franklin Templeton Investments July 2002 - October 2003
Skills
Alternative Investments, Asset Allocation, Investments, Mutual Funds, Equities, Portfolio Management, Series 63, Series 7, Series 6, Fixed Income, Asset Managment, Retirement Planning, Financial Services, Finance
Education
Creighton University 2010 — 2012
Master of Arts (M.A.), Finance: Security Analysis/Portfolio Management
University of Phoenix 2003 — 2005
MBA, Global Management
University of South Florida - College of Business Administration 2000 — 2002
Bachelor of Arts (B.A.), Management Information Systems, General
University of South Florida 1999 — 2001
BA, Public Relations
Hill Holliday January 2015 - Present
Hill Holliday November 2010 - December 2014
TAUNTR May 2009 - November 2010
Most Valuable Network February 2007 - February 2010
Franklin Templeton Investments January 2008 - April 2008
Vertrue June 2007 - August 2007
Brown-Forman June 2006 - August 2006
Skills
Social Media Marketing, Editing, Facebook, Social Media, Blogging, Marketing, Advertising, Content Strategy, New Media, Public Relations, Digital Media, Video, Digital Marketing, Press Releases
Education
Eckerd College 2004 — 2008
Business Adminstration, Minor in Law and Justice
FPL Energy Services July 2010 - Present
Compass Institutional Marketing September 2009 - July 2010
Wachovia Retirement Services May 2006 - December 2009
Franklin Templeton Investments April 2005 - May 2006
Franklin Templeton Investments March 2003 - April 2005
Franklin Templeton Investments September 2002 - March 2003
Grand Expeditions, LLC May 2001 - August 2002
Institutional Capital September 1994 - February 1999
Skills
Proposal Writing, Team Building, Team Management, Institutional..., Database Administration, Project Coordination, PowerPoint, MS Excel Pivot Tables, Marketing Communications
Education
Dickinson College 1988 — 1992
Dunham & Associates May 2011 - Present
ING RETIREMENT SERVICES January 2007 - June 2010
OPPENHEIMER FUNDS, INC December 2004 - May 2007
FRANKLIN-TEMPLETON INVESTMENTS February 1996 - May 2004
Skills
Mutual Funds, Investments, Retirement Planning, Retirement, Leadership, Selling, Financial Advisory, 401k, Management, Sales, Financial Services, Marketing, Marketing Communications, Banking, Sales Operations
Education
Duquesne University 1968 — 1970
Ares Management July 2014 - Present
Franklin Templeton Investments February 2010 - May 2014
Clifford Chance US LLP February 2007 - June 2008
The American Enterprise Institute September 2006 - December 2006
Octagon Sports Management June 2006 - September 2006
Skills
Marketing Compliance, Mutual Funds, Investment Company Act, Separately Managed..., Policy Analysis, Legal Contract Review, Non-disclosure..., Leveraged Finance
Education
Cornell University 2002 — 2006
BS, Policy Analysis and Management
New York City Lab School 1998 — 2002
Regents with honors, General
Cisco Systems March 2012 - Present
Genentech April 2010 - January 2012
Delta Dental April 2006 - December 2009
Franklin Templeton Investments June 2005 - March 2006
Yamas Controls November 2004 - May 2005
Hewlett Packard October 2001 - May 2004
On Command Inc March 2000 - August 2001
McCutchen, Doyle, Brown and Enerson January 1999 - January 2000
Skills
Budgets, Customer Service, MS Project, Troubleshooting, Project Management, PMP, Software Documentation, Integration, Project Planning, Software Project..., Program Management, Team Leadership, IT Management, Management, CRM, Cross-functional Team..., Agile Methodologies, Team Management, Training
Education
Notre Dame de Namur University 2009 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, A
De Anza College 2006 — 2009
A.A., Business
Association of Corporate Counsel SFBA November 2010 - Present
Franklin Templeton Investments September 2013 - February 2014
Marketplace Events June 2008 - March 2009
Skills
Social Media, Leadership, Strategic Planning, Event Management, Start-ups, Marketing Communications, Business Development, Strategic Partnerships, Online Advertising, Customer Service, Project Management, Cross-functional Team..., Marketing, Account Management, Marketing Strategy, Event Planning, Sponsorship, Sponsorship Sales, Sales Management
Education
San Francisco State University 1995 — 1998
Psychology
Diablo Valley College 1992 — 1995
Psychology
Vertical Group . June 2015 - Present
Vandham Securities January 2014 - Present
Imperial Capital Bank December 2012 - April 2013
UBS Investment Bank October 2010 - November 2012
Jefferies & Company September 2002 - August 2010
Herzog Heine Geduld / Merrill Lynch March 1999 - June 2002
Franklin Mutual Advisors October 1998 - February 1999
Franklin Templeton Investments June 1996 - October 1998
Mutual Series Funds, Inc. June 1989 - June 1996
Skills
Equities, Series 7, Capital Markets, Fixed Income, Trading, Series 63, Bloomberg, Equity Trading, Equity Research, Credit, Electronic Trading, Series 24, Hedge Funds, Market Making, Securities, Investment Banking, Trading Systems, Options, Proprietary Trading, Interest Rate..., FINRA, Bonds, Financial Markets, Prime Brokerage, Buy-side, ETFs, Hedging, Investments, Portfolio Management, Equity Derivatives, High Yield, Mutual Funds, Trading Strategies, Structured Products, Derivatives, Financial Risk, Special Situations
Education
Drew University 1985 — 1989
Drew University
Invesco Ltd. April 2006 - Present
Franklin Templeton Investments August 2004 - March 2006
Oppenheimer Funds 1996 - 2004
Skills
Mutual Funds, ETFs, Financial Advisory, Financial Services, Hedge Funds, Investments, Retirement Planning, Wealth Management, Series 7, Series 63, Securities, Portfolio Management, Investment Strategies, Asset Management, Asset Allocation, Alternative Investments
Education
Denison University 1987 — 1991
New Enterprise Associates June 2006 - Present
MPM Capital January 2001 - June 2006
Franklin Templeton Investments August 1998 - December 2000
Skills
Venture Capital, Private Equity, Due Diligence, Mergers, Medical Devices, Pharmaceuticals, Biotechnology, Investments, CFA, Hedge Funds, Mutual Funds
Education
Dartmouth College
Bachelor of Arts (B.A.), Economics
Stanford University Graduate School of Business
Master of Business Administration (MBA)
Franklin Templeton Investments June 2010 - Present
American Century Investments 2007 - 2008
McMorgan and Company 2005 - 2007
McMorgan and Company 1996 - 2005
First Interstate Bank 1995 - 1996
Skills
Asset Allocation, Asset Management, Bloomberg, Capital Markets, Economics, Equities, Equity Research, Finance, Financial Analysis, Financial Markets, Financial Services, Institutional..., Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Research, Securities
Education
Duke University - The Fuqua School of Business 1993 — 1995
MBA, Finance
University of Arizona 1989 — 1993
BA, Finance
General HH Arnold
Franklin Templeton Investments May 2008 - Present
Morgan Stanley 1997 - 2007
Parker Hannifin 1995 - 1996
Skills
Equities, Financial Risk, Portfolio Management, Financial Analysis, Risk Assessment, Asset Management, Derivatives, Fixed Income, Mutual Funds, Hedge Funds, Bloomberg, Risk Management, Chartered Financial..., Fixed Income Analysis, Relationship Management, Treasury, Financial Services, Alternative Investments, Investments
Education
Dowling College
MBA, Banking and Finance
Stony Brook University
B.S. Electrical Engineering, Computer Engineering
County of Santa Clara, Office of the County Executive January 2015 - Present
California Department of Finance, Local Government Unit January 2011 - January 2015
Franklin Templeton Investments January 2007 - January 2011
Sterling Savings Bank May 2005 - December 2006
Skills
Mutual Funds, Financial Analysis, Relationship Management, Investments, Financial Services, Finance, Team Leadership, Analysis, Communication, Customer Service, Financial Accounting, Document Review
Education
Eastern Washington University 2003 — 2005
Bachelor of Arts, Finance and Management
Spokane Community College 1999 — 2002
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Rio Tinto May 2015 - Present
H&R Block January 2015 - April 2015
Franklin Templeton Investments March 2014 - July 2014
Boart Longyear May 2010 - January 2014
H&R Block December 2008 - April 2011
Christopher Homes March 2007 - January 2008
Robert Half Finance & Accounting August 2006 - March 2007
Intermountain Healthcare October 2003 - September 2005
Fairbanks Capital November 2002 - April 2003
Education
D'Amore-McKim School of Business at Northeastern University 1993 — 1994
MBA, Finance
Franklin Templeton Investments January 2014 - Present
Verizon February 2006 - January 2014
Safe Harbor Solutions March 2002 - April 2004
Triaton 2000 - 2002
Hoechst Celanese April 1997 - 2000
Hoechst Celanese 1989 - 1997
Hoechst Celanese 1987 - 1989
Skills
Vendor Management, Hyperion Enterprise, Sarbanes-Oxley Act, Disaster Recovery, Archer Certified..., SharePoint Designer, Documentum, Microsoft SQL Server, TSO, T-SQL, T-SQL Stored Procedures, Crystal Reports 10.0, Microsoft Office, Databases, Crystal Reports, SQL
Education
DeVry University 2011 — 2014
Bachelor of Science (B.S.), Technical Management, 4.0
Raritan Valley Community College 1990 — 1992
Computer Science
Glawe, Inc. January 2012 - Present
Tiger Quest December 2008 - January 2012
Florida Powerboat Club December 2006 - April 2007
Casa Iguana August 2006 - November 2006
Florida Metropolitan University December 2004 - July 2006
Auto Team Management September 2003 - October 2004
Boys and Girls Clubs of America 2004 - 2004
Franklin Templeton Investments August 2002 - July 2003
Skills
Relationship Management, Financial Services, Mutual Funds, Series 63, Salesforce.com, Negotiation, Marketing Communications, Social Media, Social Networking, Management, Sales Process, Team Management, Office Management
Education
Eckerd College 1998 — 2002
Bachelor of Arts (B.A.), International Business, Spanish
PIMCO January 2013 - Present
Dreyfus September 2008 - January 2013
Raymond James April 2003 - September 2008
Raymond James Financial Services 2003 - 2008
Franklin Templeton Investments 2002 - 2003
Skills
Series 7, Mutual Funds, Wealth Management, Asset Allocation, Securities, Alternative Investments, Series 63, Investments, Asset Managment, Portfolio Management, Investment Strategies, Equities
Education
Eckerd College 1999 — 2003
BS, Economics / Finance
The Pie Commission January 2014 - Present
Freelance Projects March 2010 - December 2013
OneMethod Inc. August 2011 - April 2012
Direct Antidote May 2011 - July 2011
Franklin Templeton Investments February 2011 - April 2011
Bluerush August 2010 - December 2010
Dashboard May 2010 - June 2010
Humber College September 2009 - March 2010
Arup 2004 - 2009
Arup 2001 - 2004
Skills
Administration, Team Management, Bookkeeping, Executive..., CSS, Web Development, HTML, Photoshop, JavaScript, Dreamweaver, jQuery, User Experience, Social Media, CRM, Wordpress, Web Design, XHTML, CMS
Education
George Brown College 2012 — 2012
Garden Design, A+
Humber College 2009 — 2010
Web Design, Development & Maintenance
Dalhousie University 1995 — 1999
Bachelor of Commerce (Co-op)
North Toronto CI
Franklin Templeton Investments 2009 - Present
Franklin Templeton Investments February 2010 - December 2012
Direct Energy May 2004 - December 2006
Skills
Microsoft Office, Outlook, Office Management, Customer Service, Business Correspondence, Office Administration, Vendor Management, Event Planning, Administrative..., Project Planning, Spreadsheets, Contract Negotiation, Budgets, Project Management, Leadership, OSHA 10-Hour Certified, Operations Management, Facilities Operations, Facilities Management, Sales, Process Scheduler, Event Management, Finance, Management, Strategy
Education
International Facility Management Association 2013 — 2013
Facility Management Professional
DeVry Institute of Technology 2001 — 2003
Major in Operations Management, minor in Project Management
Southern Alberta Institute of Technology 1996 — 1997
Professional Cooking Certificate, Classic French Cooking
Canadian Red Cross
Sir Winston Churchill High School
General Diploma
Morgan Stanley Smith Barney November 2007 - December 2013
Franklin Templeton Investments January 2004 - October 2007
Jeffrey Applegate & Associates December 2002 - December 2003
Lehman Brothers July 1995 - April 2002
Skills
Data Analysis, Economics, Analysis, Microsoft Excel, Bloomberg, Investments, Equities, Research, Financial Modeling, Executive..., PowerPoint, Microsoft Word
Education
CUNY York College 1977 — 1979
Social Sciences
The Windsor School 1970 — 1974
Academics
Verizon Telematics, Inc. February 2014 - Present
Premium Sports Car Racing March 2013 - December 2013
MSC Care Management July 2011 - November 2012
Cypress Care May 2007 - May 2011
Franklin Templeton Investments March 2006 - January 2007
Acosta Sales & Marketing January 2006 - January 2006
EarthLink January 2002 - October 2005
EarthLink September 2000 - January 2002
Skills
Account Reconciliation, Invoicing, Software Documentation, Accounts Receivable, General Ledger, Accounting, Customer Service, Auditing
Education
DeVry University 2010 — 2013
Bachelor of Science in Technical Management, Accounting
Gwinnett College 2008 — 2009
Associate of Science, Business Administration
Franklin Templeton Investments May 2014 - Present
Dickinson College July 2013 - April 2014
Watch Me Grow July 2013 - August 2013
Skills
Interviews, Admissions, Recruiting, Training Leadership, Critical Thinking, Microsoft Office, Social Media, Program Development, Human Resources, Teamwork, Leadership, Microsoft Excel, Facebook, Customer Service
Education
Dickinson College 2010 — 2014
Bachelor of Arts (B.A.), American Studies
Università di Bologna 2013 — 2013
Riverdale High School 2006 — 2010
OppenheimerFunds February 2015 - Present
GIR January 2014 - January 2015
Franklin Templeton Investments February 2005 - October 2013
Allianz Global Investors October 1998 - January 2005
Sal. Oppenheim November 1994 - December 1997
SG Warburg April 1994 - October 1994
Société Générale October 1992 - March 1994
Skills
Rigourous bottom up..., patience and discipline, strenght in written..., Fluency in English,..., CFA charter, Investment Banking, Capital Markets, Equities, Strategy, Investments, Derivatives, Bonds, Emerging Markets, Equity Research, Structured Finance, Finance, Equity Derivatives, Bloomberg
Education
University of Cambridge 1996 — 1998
Master of Business Administration (MBA), Business Administration and Management, 3.85
Drexel University 1990 — 1992
Bachelor of Science (BS), Finance, Economics, 3.97
Franklin Templeton Investments September 2014 - Present
Franklin Templeton Investments June 2011 - July 2012
CIBC Asset Management June 2008 - June 2011
CIBC Asset Management February 2007 - June 2008
Skills
Product Management, Performance Attribution, Performance Measurement, Competitive Analysis, Investment Strategies, Asset Management, Product Development, Investments, Mutual Funds, Asset Managment, Alternative Investments, Asset Allocation, Tactical Asset..., Product Marketing, Storytelling, Key Message Development, Portfolio Management, Fixed Income, ETFs, Equities, Wealth Management, Financial Services, Relationship Management, Financial Analysis
Education
Dalhousie University 2004 — 2006
MBA, Finance
Huron University College 2000 — 2004
Administrative and Commercial Studies, Finance
Western University 2000 — 2004
Undergraduate
World Professional Chuckwagon Association October 2012 - Present
Big Brothers and Big Sisters of Calgary & Area September 2010 - October 2012
Ethan Karter Construction Inc. May 2010 - December 2011
Metaform Venture Corp. July 2005 - August 2007
Kristiansen Associates April 2003 - May 2005
Franklin Templeton Investments January 2001 - April 2003
Skills
Strategic Planning, Team Leadership, Marketing, Microsoft Office, Customer Service, Data Analysis, Event Management, Event Planning, Research, Project Management, Marketing Communications, Vendor Management, Budgets, Management, Business Analysis, Sales Management, Public Speaking, Sales, Marketing Strategy
Education
DeVry Institute of Technology 1997 — 2000
Bachelor of Science (B.Sc.), Business Information Systems, 3.82
DeVry Institute of Technology 1997 — 2000
Bachelor of Science Degree, Business Information Systems
Cohen and Steers Capital Management July 2007 - Present
Franklin Templeton Investments August 2003 - July 2007
Fidelity Investments June 1993 - July 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Public Speaking, C++
Education
Cornell University 2001 — 2003
Master of Business Administration (MBA), Finance, General
Southern Methodist University 1988 — 1992
Bachelor of Business Administration (BBA), International Business
Franklin Templeton Investments January 2013 - Present
Flextronics April 2012 - December 2012
Unitek College September 2010 - June 2011
Unitek Education 2005 - 2010
H&R Block January 2005 - April 2008
Skills
Project Management, Program Management, Operations Management, Cross-functional Team..., Team Building, Strategic Planning, Quality Assurance, Process Improvement, Communication Skills, Eye for Details, Project Planning
Education
University of Delhi
BA
XLRI Jamshedpur
MBA
Franklin Templeton Investments October 2012 - Present
Express Employment Professionals August 2012 - October 2012
Carter's OshKosh B'gosh February 2012 - April 2012
Merry Maids November 2009 - March 2010
Alorica October 2008 - July 2009
Skills
Microsoft Office, Time Management, Team Motivator, Handle Complaints, Train or Teach Others, Oraganization
Education
Keller Graduate School of Management of DeVry University 2008 — 2011
Technical Management, Hospitality Management
DeVry University
Bachelor, Hospitality Management
MUFG Union Bank, N.A. January 2014 - Present
Union Bank, NA April 2006 - December 2013
Franklin Templeton Investments January 2005 - April 2005
Charles Schwab July 1996 - December 2001
Skills
Securities, Corporate Governance, Mutual Funds, Due Diligence, Securities Regulation
Education
University of California, Los Angeles - School of Law 1990 — 1993
J.D.
Cornell University 1985 — 1989
B.A., Government
4 Media Online 2010 - Present
Velocity Credit Union January 2009 - June 2010
Franklin Templeton Investments September 2008 - January 2009
US Navy 2001 - 2007
Skills
Microsoft Office, Business Intelligence, SQL Server, Database Design, Web Services, Web Analytics, Website Development, B2B eCommerce, Search Engine..., SEO copywriting, Marketing Strategy, Market Research, Social Media Marketing, Software Project..., Product Development, Business Process...
Education
Quinnipiac University 1992 — 1996
Bachelor's degree, Marketing/Mass Communitactions
DeVry University-Virginia
Bachelor's degree, Computer and Information Sciences, General
Franklin Templeton Investments Executive Administrative Assistant/ReceptionKBC Financial ProductsNovember 2008 - March 2011
The ExecuSearch Group June 2006 - November 2008
Tishman Speyer August 2003 - June 2006
Skills
MS Office Suite: Word,..., Photoshop, Calendar Management, Meeting Coordination, Travel Arrangements, Expense Reports, Purchase Orders, Invoicing, Inventory Management, Reception, Switchboard, Presentations, Typing, Filing, Copying, Faxing, Scanning, Mail Distribution, Shipping, Graphic Design
Education
Pratt Institute 1999 — 2001
Drexel University
Northeast High School
Franklin Templeton Investments May 2015 - Present
Charbonneau Group - Computational Chemistry February 2014 - Present
Cabeza Lab - Psychology May 2014 - April 2015
Duke Mathematics Department May 2014 - August 2014
Georgia Institute of Technology June 2012 - July 2012
Skills
Microsoft Office, Matlab, Microsoft Excel, Research, Data Analysis
Education
Duke University 2013 — 2017
Bachelor of Science (B.S.), Biomedical Engineering / Economics, minor in Mathematics