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
DAVID W. HARTL DAVID W. HARTL's Franklin Templeton Investments Experience November 1997 - Present
Job I Find Order Amid Chaos
Industry Marketing and Advertising
Experience
Franklin Templeton Investments November 1997 - Present
MedPartners Inc. January 1996 - August 1997
The Holistic Institute of South Florida, Inc. June 1994 - January 1996
Skills
Strategic Planning, Change Management, Business Relationship..., Cost Management, Coaching Staff
Education
Michigan State University 1992 — 1994
Bachelor of Arts, magna cum laude, Advertising
Emory University 1990 — 1991
Associate of Arts, Liberal Arts
Franklin Templeton Investments November 1997 - Present
MedPartners Inc. January 1996 - August 1997
The Holistic Institute of South Florida, Inc. June 1994 - January 1996
Skills
Strategic Planning, Change Management, Business Relationship..., Cost Management, Coaching Staff
Education
Michigan State University 1992 — 1994
Bachelor of Arts, magna cum laude, Advertising
Emory University 1990 — 1991
Associate of Arts, Liberal Arts
Kelly Gilbert Kelly Gilbert's Franklin Templeton Investments Experience April 2005 - January 2009
Job Key Account Manager, Aspire Financial Services
Industry Financial Services
Experience
Aspire Financial Services, LLC August 2014 - Present
Harvey & Companies, Inc. April 2009 - July 2014
Ceridian July 2012 - April 2013
Harvey & Companies, Inc. April 2009 - July 2012
Franklin Templeton Investments April 2005 - January 2009
Skills
Performance Management, Workforce Management, HRO, Change Management, Process Improvement, Vendor Management, Coaching, PeopleSoft, Team Building, Salesforce.com, Training, Account Management, Series 65, Analysis, Business Analysis, Management
Education
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.), Global Management
Eckerd College 1998 — 2001
Bachelor of Science (B.S.), Marine Sciences
Aspire Financial Services, LLC August 2014 - Present
Harvey & Companies, Inc. April 2009 - July 2014
Ceridian July 2012 - April 2013
Harvey & Companies, Inc. April 2009 - July 2012
Franklin Templeton Investments April 2005 - January 2009
Skills
Performance Management, Workforce Management, HRO, Change Management, Process Improvement, Vendor Management, Coaching, PeopleSoft, Team Building, Salesforce.com, Training, Account Management, Series 65, Analysis, Business Analysis, Management
Education
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.), Global Management
Eckerd College 1998 — 2001
Bachelor of Science (B.S.), Marine Sciences
Meghan Mahoney Coyle Meghan Mahoney Coyle's Franklin Templeton Investments Experience November 2014 - Present
Job Digital Project Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments November 2014 - Present
Franklin Templeton Investments July 2013 - November 2014
Franklin Templeton Investments July 2014 - September 2014
Franklin Templeton Investments March 2014 - July 2014
Franklin Templeton Investments November 2013 - March 2014
Franklin Templeton Investments July 2013 - November 2013
Franklin Templeton Investments November 2011 - June 2013
Franklin Templeton Investments May 2011 - October 2011
Skills
Series 6, Series 63, Training, Mutual Funds, Leadership, Project Management, Sales, Program Management, Microsoft Office, MS Project, Visio, Camtasia, Jing, Sales Operations, SharePoint, Call Centers, Customer Service, Hearsay Social, Tableau, Financial Services, Financial Analysis, Digital Marketing, Morningstar Direct, Human Resources, Social Media Marketing, InfoPath Forms, Investment Portfolios, Selling, Social Media, Finance, Management
Education
Eckerd College 2006 — 2010
Bachelor of Arts (B.A.), International Business
Franklin Templeton Investments November 2014 - Present
Franklin Templeton Investments July 2013 - November 2014
Franklin Templeton Investments July 2014 - September 2014
Franklin Templeton Investments March 2014 - July 2014
Franklin Templeton Investments November 2013 - March 2014
Franklin Templeton Investments July 2013 - November 2013
Franklin Templeton Investments November 2011 - June 2013
Franklin Templeton Investments May 2011 - October 2011
Skills
Series 6, Series 63, Training, Mutual Funds, Leadership, Project Management, Sales, Program Management, Microsoft Office, MS Project, Visio, Camtasia, Jing, Sales Operations, SharePoint, Call Centers, Customer Service, Hearsay Social, Tableau, Financial Services, Financial Analysis, Digital Marketing, Morningstar Direct, Human Resources, Social Media Marketing, InfoPath Forms, Investment Portfolios, Selling, Social Media, Finance, Management
Education
Eckerd College 2006 — 2010
Bachelor of Arts (B.A.), International Business
Oliver Formato Oliver Formato's Franklin Templeton Investments Experience June 1998 - September 2001
Job Director of Sales Northeast Florida at Humana
Industry Insurance
Experience
Humana January 2014 - Present
Humana January 2010 - Present
Humana October 2004 - December 2009
Humana August 2003 - September 2004
New England Financial September 2001 - August 2003
Franklin Templeton Investments June 1998 - September 2001
Skills
Life & Health Insurance..., Health Insurance, Insurance, Managed Care, Sales, Account Management, Medicare, Disability Insurance, Sales Management, Brokers, Life Insurance, Fixed Annuities
Education
Queens University of Charlotte 2009 — 2010
Master of Business Administration (M.B.A.) in progress
Eckerd College 1994 — 1998
Bachelor's degree, Management & Sociology
Humana January 2014 - Present
Humana January 2010 - Present
Humana October 2004 - December 2009
Humana August 2003 - September 2004
New England Financial September 2001 - August 2003
Franklin Templeton Investments June 1998 - September 2001
Skills
Life & Health Insurance..., Health Insurance, Insurance, Managed Care, Sales, Account Management, Medicare, Disability Insurance, Sales Management, Brokers, Life Insurance, Fixed Annuities
Education
Queens University of Charlotte 2009 — 2010
Master of Business Administration (M.B.A.) in progress
Eckerd College 1994 — 1998
Bachelor's degree, Management & Sociology
Kim McIntyre Kim McIntyre's Franklin Templeton Investments Experience 1993 - 1996
Job Area Manager at Fairway Independent Mortgage Corporation
Industry Financial Services
Experience
Fairway Independent Mortgage Corporation March 2014 - Present
Envoy Mortgage July 2008 - March 2014
Vanguard Mortgage 2007 - 2008
First Priority Financial Inc. 2004 - 2007
Bank of America 2002 - 2004
Shiseido 1999 - 2002
Prudential Real Estate 1997 - 2002
Franklin Templeton Investments 1993 - 1996
Alcatel-Lucent 1992 - 1993
Education
San Francisco State University 1988 — 1990
Journalism
Fashion Institute of Technology 1986 — 1988
Marketing
Fairway Independent Mortgage Corporation March 2014 - Present
Envoy Mortgage July 2008 - March 2014
Vanguard Mortgage 2007 - 2008
First Priority Financial Inc. 2004 - 2007
Bank of America 2002 - 2004
Shiseido 1999 - 2002
Prudential Real Estate 1997 - 2002
Franklin Templeton Investments 1993 - 1996
Alcatel-Lucent 1992 - 1993
Education
San Francisco State University 1988 — 1990
Journalism
Fashion Institute of Technology 1986 — 1988
Marketing
Heather Poulin Heather Poulin's Franklin Templeton Investments Experience January 2000 - January 2002
Job Account Manager at ABF Freight System
Industry Logistics and Supply Chain
Experience
ABF Freight September 2013 - Present
TelAffects, LLC January 2012 - December 2012
TelAffects, LLC August 2009 - January 2012
Alorica Inc. formerly known as PRC February 2006 - August 2009
Alorica Inc. formerly known as PRC July 2005 - February 2006
SunTrust Bank October 2004 - July 2005
HKH Construction, Inc. January 2002 - August 2003
Franklin Templeton Investments January 2000 - January 2002
The Huntington National Bank Inc. January 1997 - July 2000
Skills
Salesforce.com, CRM, Account Management, Business Development, Lead Generation, B2B, Training, Marketing, Project Management, Call Center, Call Centers, Management, Sales, New Business Development, Consulting, Selling, BPO, Customer Service, Customer Retention, Outsourcing, Customer Acquisition, Employee Training, Sales Process, Marketing Strategy, Strategic Planning, Cross-functional Team..., Sales Management, Banking, Coaching, Start-ups, Business Intelligence, New Client Acquisitions, Creative Problem Solving, Customer Satisfaction, Customer Experience, Shipping & Logistics, Superior Client Service, Sales Prospecting, Supply Chain, Transportation, Leadership, Team Building
Education
University of South Florida - College of Business Administration 1993 — 1995
Bachelor of Science (BS)
Edison Community College 1991 — 1993
Associate of Arts (AA)
ABF Freight September 2013 - Present
TelAffects, LLC January 2012 - December 2012
TelAffects, LLC August 2009 - January 2012
Alorica Inc. formerly known as PRC February 2006 - August 2009
Alorica Inc. formerly known as PRC July 2005 - February 2006
SunTrust Bank October 2004 - July 2005
HKH Construction, Inc. January 2002 - August 2003
Franklin Templeton Investments January 2000 - January 2002
The Huntington National Bank Inc. January 1997 - July 2000
Skills
Salesforce.com, CRM, Account Management, Business Development, Lead Generation, B2B, Training, Marketing, Project Management, Call Center, Call Centers, Management, Sales, New Business Development, Consulting, Selling, BPO, Customer Service, Customer Retention, Outsourcing, Customer Acquisition, Employee Training, Sales Process, Marketing Strategy, Strategic Planning, Cross-functional Team..., Sales Management, Banking, Coaching, Start-ups, Business Intelligence, New Client Acquisitions, Creative Problem Solving, Customer Satisfaction, Customer Experience, Shipping & Logistics, Superior Client Service, Sales Prospecting, Supply Chain, Transportation, Leadership, Team Building
Education
University of South Florida - College of Business Administration 1993 — 1995
Bachelor of Science (BS)
Edison Community College 1991 — 1993
Associate of Arts (AA)
Denise Ditman Denise Ditman's Franklin Templeton Investments Experience October 2011 - Present
Job Digital Advisor Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2011 - Present
Franklin Templeton Investments June 2008 - September 2011
Skills
Mutual Funds, Investments, Series 6, Series 63, Financial Services, Investment Strategies, Asset Allocation, Retirement Planning, Investment Advisory, Retirement, 401k, Wealth Management, Securities, Asset Management
Education
Ellis University 2009 — 2011
Master of Business Administration (MBA), Organizational Leadership
Southeastern Louisiana University 2000 — 2005
Bachelor's degree, Business Administration and Management, General
Franklin Templeton Investments October 2011 - Present
Franklin Templeton Investments June 2008 - September 2011
Skills
Mutual Funds, Investments, Series 6, Series 63, Financial Services, Investment Strategies, Asset Allocation, Retirement Planning, Investment Advisory, Retirement, 401k, Wealth Management, Securities, Asset Management
Education
Ellis University 2009 — 2011
Master of Business Administration (MBA), Organizational Leadership
Southeastern Louisiana University 2000 — 2005
Bachelor's degree, Business Administration and Management, General
A. Jacqueline Eliassen A. Jacqueline Eliassen's Franklin Templeton Investments Experience January 2003 - December 2005
Job Financial Analyst at Access2Care, an Envision Health Care Company
Industry Financial Services
Experience
Envision Healthcare(previously EMSC) January 2013 - Present
SunGard March 2006 - November 2010
Franklin Templeton Investments January 2003 - December 2005
RN Partners February 2002 - August 2002
Aker-Kasten Eye and Laser Center January 1999 - June 2001
Skills
Finance, Financial Analysis, Accounting, Account Reconciliation, Microsoft Office, Asset Allocation, Fixed Income, Statutory Accounting, Statutory Compliances, Equity, Equities, Relationship Management, Investments, Financial Reporting, Software Documentation, Portfolio Management, Data Analysis, Mutual Funds, Budgets
Education
Florida Atlantic University
Bachelor of Arts (B.A.), Finance
Envision Healthcare(previously EMSC) January 2013 - Present
SunGard March 2006 - November 2010
Franklin Templeton Investments January 2003 - December 2005
RN Partners February 2002 - August 2002
Aker-Kasten Eye and Laser Center January 1999 - June 2001
Skills
Finance, Financial Analysis, Accounting, Account Reconciliation, Microsoft Office, Asset Allocation, Fixed Income, Statutory Accounting, Statutory Compliances, Equity, Equities, Relationship Management, Investments, Financial Reporting, Software Documentation, Portfolio Management, Data Analysis, Mutual Funds, Budgets
Education
Florida Atlantic University
Bachelor of Arts (B.A.), Finance
Daniel Gremonprez Daniel Gremonprez's Franklin Templeton Investments Experience May 2004 - May 2008
Job Vice President, National Sales Desk
Industry Financial Services
Experience
Mackenzie Investments January 2011 - Present
Hartford Investments May 2008 - February 2011
Franklin Templeton Investments May 2004 - May 2008
Skills
Relationship Management, Portfolio Management, Investments, Mutual Funds, Wealth Management, Separately Managed..., Asset Managment, Retirement Planning, Investment Strategies, Sales, Bloomberg, Strategic Financial..., Series 63, Management, Hedge Funds, Asset Management, Investment Advisory, Equities, Securities, Financial Advisory, Asset Allocation, Strategy, Financial Markets, Alternative Investments, ETFs, Investment Management, Retirement, Financial Services
Education
Fanshawe College 1998 — 2000
Financial Services
CECI
CECI
Mackenzie Investments January 2011 - Present
Hartford Investments May 2008 - February 2011
Franklin Templeton Investments May 2004 - May 2008
Skills
Relationship Management, Portfolio Management, Investments, Mutual Funds, Wealth Management, Separately Managed..., Asset Managment, Retirement Planning, Investment Strategies, Sales, Bloomberg, Strategic Financial..., Series 63, Management, Hedge Funds, Asset Management, Investment Advisory, Equities, Securities, Financial Advisory, Asset Allocation, Strategy, Financial Markets, Alternative Investments, ETFs, Investment Management, Retirement, Financial Services
Education
Fanshawe College 1998 — 2000
Financial Services
CECI
CECI
Christine Ricci's Franklin Templeton Investments Experience October 2013 - Present
Job Administrative Assistant at Franklin Templeton Investments
Industry Events Services
Experience
Franklin Templeton Investments October 2013 - Present
Education
Eckerd College 2008 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Franklin Templeton Investments October 2013 - Present
Education
Eckerd College 2008 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Caren Ventrone, PMP Caren Ventrone, PMP's Franklin Templeton Investments Experience July 2012 - March 2014
Job Marketing Specialist at New York Life Insurance Company
Industry Marketing and Advertising
Experience
New York Life Insurance Company July 2014 - Present
Freelance and Contracting Services March 2014 - July 2014
Franklin Templeton Investments July 2012 - March 2014
AmeriLife February 2010 - November 2010
AAA Auto Club South May 2007 - February 2010
Affordable Design Services May 1997 - May 2007
Skills
Copywriting, Advertising, Direct Marketing, Social Networking, Public Relations, Press Releases, Editing, Newsletters, Leadership, Direct Mail, Publishing, Writing, Marketing Strategy, Marketing Communications, Social Media, Budgets, Adobe Acrobat, Copy Editing, Public Speaking, Research, Social Media Marketing, Online Advertising, Microsoft Excel, Photoshop, Graphic Design, InDesign, QuarkXPress, Digital Marketing, Quality Assurance, Strategic Planning, Online Marketing, Content Management, Brand Development, Adobe Creative Suite, Travel Writing, Data Analysis, Marketing Research, SEO, Promotions, Web Design, Business Strategy, Magazines, Marketing Management, Google Analytics, Business Analysis, Coordination, Marketing
Education
University of South Florida 2010 — 2012
Bachelor's Degree, Business and Aging Studies, 3.6
Fashion Institute of Technology
Associate of Arts and Sciences (AAS), Buying and Merchandising
New York Life Insurance Company July 2014 - Present
Freelance and Contracting Services March 2014 - July 2014
Franklin Templeton Investments July 2012 - March 2014
AmeriLife February 2010 - November 2010
AAA Auto Club South May 2007 - February 2010
Affordable Design Services May 1997 - May 2007
Skills
Copywriting, Advertising, Direct Marketing, Social Networking, Public Relations, Press Releases, Editing, Newsletters, Leadership, Direct Mail, Publishing, Writing, Marketing Strategy, Marketing Communications, Social Media, Budgets, Adobe Acrobat, Copy Editing, Public Speaking, Research, Social Media Marketing, Online Advertising, Microsoft Excel, Photoshop, Graphic Design, InDesign, QuarkXPress, Digital Marketing, Quality Assurance, Strategic Planning, Online Marketing, Content Management, Brand Development, Adobe Creative Suite, Travel Writing, Data Analysis, Marketing Research, SEO, Promotions, Web Design, Business Strategy, Magazines, Marketing Management, Google Analytics, Business Analysis, Coordination, Marketing
Education
University of South Florida 2010 — 2012
Bachelor's Degree, Business and Aging Studies, 3.6
Fashion Institute of Technology
Associate of Arts and Sciences (AAS), Buying and Merchandising
Steven Singh's Franklin Templeton Investments Experience March 2014 - Present
Job Foreign Exchange Investment Settlements at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments March 2014 - Present
Solstice Benefits, Inc. August 2012 - January 2014
MHG Insurance Brokers June 2012 - July 2012
Oxford International February 2011 - May 2011
Scottrade September 2008 - January 2011
Skills
Financial Analysis, Business Analysis, Microsoft Excel, Quantitative Research, Qualitative Research, Financial Modeling, Forecasting, Finance, Financial Markets, Investments, Derivatives, Microsoft Office, Analysis, Risk Management, Portfolio Management, Cash Management, Project Management, Management, Equities, Process Improvement, Fixed Income, Trading, Securities
Education
Nova Southeastern University 2012 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services
Florida Atlantic University 2006 — 2010
Bachelor's degree, International Business/Trade/Commerce
Franklin Templeton Investments March 2014 - Present
Solstice Benefits, Inc. August 2012 - January 2014
MHG Insurance Brokers June 2012 - July 2012
Oxford International February 2011 - May 2011
Scottrade September 2008 - January 2011
Skills
Financial Analysis, Business Analysis, Microsoft Excel, Quantitative Research, Qualitative Research, Financial Modeling, Forecasting, Finance, Financial Markets, Investments, Derivatives, Microsoft Office, Analysis, Risk Management, Portfolio Management, Cash Management, Project Management, Management, Equities, Process Improvement, Fixed Income, Trading, Securities
Education
Nova Southeastern University 2012 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services
Florida Atlantic University 2006 — 2010
Bachelor's degree, International Business/Trade/Commerce
Susanne Shahab Susanne Shahab's Franklin Templeton Investments Experience October 2009 - Present
Job Key Account Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2009 - Present
Franklin Templeton Investments June 2006 - October 2009
Franklin Templeton Investments February 2004 - June 2006
Skills
Client Services, Mutual Funds, Account Management, Financial Services, Relationship Management, Sales, Marketing, Asset Management, Sales Management, Alternative Investments, Management, Investments, Series 7, Equities
Education
Eckerd College 2006 — 2010
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Eckerd College 2005 — 2009
Bachelor of Arts (B.A.), Business Management
Franklin Templeton Investments October 2009 - Present
Franklin Templeton Investments June 2006 - October 2009
Franklin Templeton Investments February 2004 - June 2006
Skills
Client Services, Mutual Funds, Account Management, Financial Services, Relationship Management, Sales, Marketing, Asset Management, Sales Management, Alternative Investments, Management, Investments, Series 7, Equities
Education
Eckerd College 2006 — 2010
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Eckerd College 2005 — 2009
Bachelor of Arts (B.A.), Business Management
Erica Ozkan Erica Ozkan's Franklin Templeton Investments Experience December 1994 - January 2010
Job Program Manager IBM BCRS
Industry Information Technology and Services
Experience
IBM January 2010 - Present
Franklin Templeton Investments December 1994 - January 2010
Skills
PMO, Project Delivery, Project Portfolio..., Business Analysis, Requirements Analysis, Vendor Management, Program Management, Requirements Gathering, MS Project, Resource Management, Project Management, Project Governance, Visio, Business Requirements, Disaster Recovery, Workplace Recovery, IT Strategy, Business Process, Data Center, Security, IT Service Management, SDLC, IT Management, Business Continuity, Project Planning, Infrastructure, Information Technology
Education
Eckerd College 2000 — 2002
Bachelor of Arts (BA), Management Information Systems, General
IBM January 2010 - Present
Franklin Templeton Investments December 1994 - January 2010
Skills
PMO, Project Delivery, Project Portfolio..., Business Analysis, Requirements Analysis, Vendor Management, Program Management, Requirements Gathering, MS Project, Resource Management, Project Management, Project Governance, Visio, Business Requirements, Disaster Recovery, Workplace Recovery, IT Strategy, Business Process, Data Center, Security, IT Service Management, SDLC, IT Management, Business Continuity, Project Planning, Infrastructure, Information Technology
Education
Eckerd College 2000 — 2002
Bachelor of Arts (BA), Management Information Systems, General
Mati Jones's Franklin Templeton Investments Experience March 2002 - August 2002
Job Director of Human Resources at DancilJones & Associates, Inc.
Industry Human Resources
Experience
Dancil-Jones & Associates, Inc. June 2015 - Present
Independent Consultant January 2015 - Present
Career Sabbatical October 2013 - December 2014
Time Warner Cable October 2008 - September 2013
Time Warner Cable August 2006 - October 2008
Cox Communications November 2004 - August 2006
Emory University September 2002 - June 2004
Franklin Templeton Investments March 2002 - August 2002
Interim HealthCare May 2000 - October 2001
HOPE Worldwide February 1998 - May 2000
Skills
Employee and labor..., Financial planning/..., Recruiting, Process and policy..., HRIS management, Compensation & Benefits, Building collaborative..., Policy, Collaboration, HRIS, Project Management, Management, Talent Management, Organizational..., Strategic Financial..., Human Resources, Labor Relations, Employee Relations, Budgets, Program Management, Strategy, Leadership, Performance Management, Training, Employee Training, Talent Acquisition, Strategic Planning, Employee Benefits, Process Improvement, Team Building, Payroll, Call Centers, Onboarding
Education
Emory University - Goizueta Business School 2002 — 2004
MBA, Organization & Management
Florida Agricultural and Mechanical University 1993 — 1997
B.S., Business Administration
Dancil-Jones & Associates, Inc. June 2015 - Present
Independent Consultant January 2015 - Present
Career Sabbatical October 2013 - December 2014
Time Warner Cable October 2008 - September 2013
Time Warner Cable August 2006 - October 2008
Cox Communications November 2004 - August 2006
Emory University September 2002 - June 2004
Franklin Templeton Investments March 2002 - August 2002
Interim HealthCare May 2000 - October 2001
HOPE Worldwide February 1998 - May 2000
Skills
Employee and labor..., Financial planning/..., Recruiting, Process and policy..., HRIS management, Compensation & Benefits, Building collaborative..., Policy, Collaboration, HRIS, Project Management, Management, Talent Management, Organizational..., Strategic Financial..., Human Resources, Labor Relations, Employee Relations, Budgets, Program Management, Strategy, Leadership, Performance Management, Training, Employee Training, Talent Acquisition, Strategic Planning, Employee Benefits, Process Improvement, Team Building, Payroll, Call Centers, Onboarding
Education
Emory University - Goizueta Business School 2002 — 2004
MBA, Organization & Management
Florida Agricultural and Mechanical University 1993 — 1997
B.S., Business Administration
Brian Bok Brian Bok's Franklin Templeton Investments Experience August 1998 - January 2000
Job Experienced CPA, Controller & Operations Mgr
Industry Staffing and Recruiting
Experience
Siemens Industry US September 2011 - Present
American Traveler Staffing Professionals, LLC January 2000 - January 2011
Franklin Templeton Investments August 1998 - January 2000
Franklin Templeton Investments September 1997 - August 1998
Roasters Corporation January 1997 - August 1997
Roasters Corporation February 1996 - January 1997
Madsen, Sapp, Mena, Rodriguez & Co January 1994 - January 1996
Skills
Account Reconciliation, Finance, General Ledger, Payroll, Invoicing, Financial Statements, Auditing, QuickBooks, Internal Controls, Microsoft Excel, Accruals, Portfolio Management, Great Plains Software, Tax, Mutual Funds, Employee Benefits, Fund Accounting, Financial Reporting, Expenses, Accounts Receivable
Education
Florida Atlantic University 1989 — 1993
Bachelor of Business Administration; CPA, Accounting
Siemens Industry US September 2011 - Present
American Traveler Staffing Professionals, LLC January 2000 - January 2011
Franklin Templeton Investments August 1998 - January 2000
Franklin Templeton Investments September 1997 - August 1998
Roasters Corporation January 1997 - August 1997
Roasters Corporation February 1996 - January 1997
Madsen, Sapp, Mena, Rodriguez & Co January 1994 - January 1996
Skills
Account Reconciliation, Finance, General Ledger, Payroll, Invoicing, Financial Statements, Auditing, QuickBooks, Internal Controls, Microsoft Excel, Accruals, Portfolio Management, Great Plains Software, Tax, Mutual Funds, Employee Benefits, Fund Accounting, Financial Reporting, Expenses, Accounts Receivable
Education
Florida Atlantic University 1989 — 1993
Bachelor of Business Administration; CPA, Accounting
Amy Heaney Amy Heaney's Franklin Templeton Investments Experience 2004 - 2007
Job Director of Operations & Compliance at AM Global Fam. Invest. Office
Industry Financial Services
Experience
AM Global Family Investment Office June 2012 - Present
GenSpring Family Offices February 2008 - May 2012
Franklin Templeton Investments 2004 - 2007
Fiduciary Trust Company 2000 - 2004
Education
Florida State University 1987 — 1991
Bachelor of Arts (B.A.)
Florida Atlantic University
AM Global Family Investment Office June 2012 - Present
GenSpring Family Offices February 2008 - May 2012
Franklin Templeton Investments 2004 - 2007
Fiduciary Trust Company 2000 - 2004
Education
Florida State University 1987 — 1991
Bachelor of Arts (B.A.)
Florida Atlantic University
Clairissa Burns, CPA Clairissa Burns, CPA's Franklin Templeton Investments Experience February 2006 - December 2006
Job Senior Tax Manager at MBAF
Industry Accounting
Experience
MBAF CPAs, LLC January 2007 - Present
Franklin Templeton Investments February 2006 - December 2006
Skills
Corporate Tax, Tax, Income Tax, SEC filings, Tax Accounting, Partnership Taxation, Tax Preparation, Tax Returns, GAAP, CPA
Education
Florida International University 2006 — 2007
MS, Taxation
Florida Atlantic University 2004 — 2005
BBA, Accounting
MBAF CPAs, LLC January 2007 - Present
Franklin Templeton Investments February 2006 - December 2006
Skills
Corporate Tax, Tax, Income Tax, SEC filings, Tax Accounting, Partnership Taxation, Tax Preparation, Tax Returns, GAAP, CPA
Education
Florida International University 2006 — 2007
MS, Taxation
Florida Atlantic University 2004 — 2005
BBA, Accounting
Andrés Posada Andrés Posada's Franklin Templeton Investments Experience July 2006 - July 2007
Job Senior Investment Analyst at Towers Watson
Industry Financial Services
Experience
Towers Watson April 2015 - Present
Towers Watson August 2012 - April 2015
Nuveen Investments July 2007 - August 2012
Franklin Templeton Investments July 2006 - July 2007
Morgan Stanley January 2006 - April 2006
Skills
Mutual Funds, Investments, Financial Analysis, Accounting, Business Analysis, Finance, Microsoft Excel, Financial Reporting, Financial Modeling, Bloomberg, P&L Analysis, Financial Forecasting, Oracle Applications, Hyperion Reports, Brio Reports, PeopleSoft, Budgeting and..., Financial Operations, Pension Administration, Hedge Funds, Analysis
Education
Northwestern University 2014 — 2015
Post-Baccalaureate Certificate, Finance
Florida Atlantic University 2002 — 2006
Bachelor’s Degree, Finance
Towers Watson April 2015 - Present
Towers Watson August 2012 - April 2015
Nuveen Investments July 2007 - August 2012
Franklin Templeton Investments July 2006 - July 2007
Morgan Stanley January 2006 - April 2006
Skills
Mutual Funds, Investments, Financial Analysis, Accounting, Business Analysis, Finance, Microsoft Excel, Financial Reporting, Financial Modeling, Bloomberg, P&L Analysis, Financial Forecasting, Oracle Applications, Hyperion Reports, Brio Reports, PeopleSoft, Budgeting and..., Financial Operations, Pension Administration, Hedge Funds, Analysis
Education
Northwestern University 2014 — 2015
Post-Baccalaureate Certificate, Finance
Florida Atlantic University 2002 — 2006
Bachelor’s Degree, Finance
Terry Holland-Meyers's Franklin Templeton Investments Experience 1994 - 1996
Job Holland Meyers' Studio and Artist on the Salish Sea
Industry Research
Experience
Fine Artists in oils and other media November 2010 - November 2013
Fine Art byTerry Holland-Meyers January 2000 - October 2010
Franklin Templeton Investments 1994 - 1996
University of Nevada Reno 1981 - 1981
American Museum of Natural History 1980 - 1981
Quaternary Research Institute/University of Maine at Orono 1979 - 1979
Skills
Fine Art, Field artwork, Studio Art, Cross-cultural..., Applied Anthropology, Visual Storytelling, Offshore Sailing, Poet, Writing Memior, Archaeology Field..., Public Speaking, Nonprofits, Event Planning, Writing
Education
University of Washington 2014 — 2015
Senior Access Student, Arctic Studies
Eckerd College 1996 — 2000
Bachelor’s Degree, Archaeology-anthropology-cross cultural studies and creative writing
Fine Artists in oils and other media November 2010 - November 2013
Fine Art byTerry Holland-Meyers January 2000 - October 2010
Franklin Templeton Investments 1994 - 1996
University of Nevada Reno 1981 - 1981
American Museum of Natural History 1980 - 1981
Quaternary Research Institute/University of Maine at Orono 1979 - 1979
Skills
Fine Art, Field artwork, Studio Art, Cross-cultural..., Applied Anthropology, Visual Storytelling, Offshore Sailing, Poet, Writing Memior, Archaeology Field..., Public Speaking, Nonprofits, Event Planning, Writing
Education
University of Washington 2014 — 2015
Senior Access Student, Arctic Studies
Eckerd College 1996 — 2000
Bachelor’s Degree, Archaeology-anthropology-cross cultural studies and creative writing
Marian Sawyer, ASCAP Marian Sawyer, ASCAP's Franklin Templeton Investments Experience February 1990 - November 1998
Job REVERBNATION FEATURED ARTIST! #1JAZZ FRANCE, #1UAE, #1DUBAI, #1Japan #4US, #8GLOBAL! HEADLINER.FM ARTIST OF THE DAY! 5 T
Industry Music
Experience
http://www.reverbnation.com/MarianKSawyer January 1995 - Present
MarianSawyer.com ~ Worldwide Music Sales ~ iTunes, Nokia, etc. December 1990 - Present
Marian Sawyer April 1990 - Present
Franklin Templeton Investments February 1990 - November 1998
Franklin Templeton Resources, Inc January 1990 - January 1998
Yankee Financial Group, Inc January 1987 - January 1990
E. F. Hutton, Inc January 1986 - January 1987
Skills
POP, Songs, Vocal, Piano, Recording, Music, Band, Music Production, Songwriting, Music Industry, Composition, Singing, Studio Recording, Music Education, Rock, Musicians, Sound, Entertainment, Musical Theatre, Pianist, Original Music, Classical, Voice Over, Keyboards, Guitarist, Soundtrack, Jazz, Pro Tools, Radio, Soul, R&B, Lyrics, Audio Engineering, Drums, Music Supervision, Music Theory, Concerts, Film Scoring, A&R, Record Labels, Music Publishing, Guitar, Artists, Vocalist, Bass, Music Licensing, Blues, Orchestration, Mastering, Funk
Education
Fairfield University
B.S. Studies, Finance Curriculum
Finch College, New York, New York
http://www.reverbnation.com/MarianKSawyer January 1995 - Present
MarianSawyer.com ~ Worldwide Music Sales ~ iTunes, Nokia, etc. December 1990 - Present
Marian Sawyer April 1990 - Present
Franklin Templeton Investments February 1990 - November 1998
Franklin Templeton Resources, Inc January 1990 - January 1998
Yankee Financial Group, Inc January 1987 - January 1990
E. F. Hutton, Inc January 1986 - January 1987
Skills
POP, Songs, Vocal, Piano, Recording, Music, Band, Music Production, Songwriting, Music Industry, Composition, Singing, Studio Recording, Music Education, Rock, Musicians, Sound, Entertainment, Musical Theatre, Pianist, Original Music, Classical, Voice Over, Keyboards, Guitarist, Soundtrack, Jazz, Pro Tools, Radio, Soul, R&B, Lyrics, Audio Engineering, Drums, Music Supervision, Music Theory, Concerts, Film Scoring, A&R, Record Labels, Music Publishing, Guitar, Artists, Vocalist, Bass, Music Licensing, Blues, Orchestration, Mastering, Funk
Education
Fairfield University
B.S. Studies, Finance Curriculum
Finch College, New York, New York
Rui (Alice) Wan Rui (Alice) Wan's Franklin Templeton Investments Experience April 2014 - Present
Job Analyst at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments April 2014 - Present
Wells Fargo March 2014 - April 2014
Funding Circle USA February 2014 - February 2014
CLAROS Communications, Inc February 2013 - April 2013
China Construction Bank May 2010 - July 2010
Skills
Collateral Management, Derivative Operations, Markitwire, Bloomberg, Acadiasoft, Omgeo Protocoll, Financial Modeling, Data Analysis, Financial Analysis, Microsoft Excel, Research, PowerPoint, Economics, Market Research, Public Speaking, Microsoft Word, SPSS, Access, Networking, Leadership, Strategy, Microsoft Powerpoint, VBA, Portfolio Management, Investments, Risk solver Platform, StatTools, Financial Reporting, Risk Management, Equity Valuation, Business Valuation, SQL, Investment Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Master of Science (M.S.), Applied Finance, 3.88
The Chinese University of Hong Kong 2008 — 2012
Bachelor of Business Administration (B.B.A.), Integrated BBA program - Financial Engineering
University of California, Berkeley 2011 — 2011
Summer courses, Business, 3.5
University of California, Davis 2010 — 2010
CUHK Student Exchange Program & University of California Exchange Program, Statistics, 3.58
Ewha Womans University 2010 — 2010
Summer Korean intensive program (Intermediate level), Foreign Languages and Literatures, General
University of Victoria 2009 — 2009
Summer cultural exchange program sponsored by Shaw College, CUHK, English Language and Literature, General
Franklin Templeton Investments April 2014 - Present
Wells Fargo March 2014 - April 2014
Funding Circle USA February 2014 - February 2014
CLAROS Communications, Inc February 2013 - April 2013
China Construction Bank May 2010 - July 2010
Skills
Collateral Management, Derivative Operations, Markitwire, Bloomberg, Acadiasoft, Omgeo Protocoll, Financial Modeling, Data Analysis, Financial Analysis, Microsoft Excel, Research, PowerPoint, Economics, Market Research, Public Speaking, Microsoft Word, SPSS, Access, Networking, Leadership, Strategy, Microsoft Powerpoint, VBA, Portfolio Management, Investments, Risk solver Platform, StatTools, Financial Reporting, Risk Management, Equity Valuation, Business Valuation, SQL, Investment Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Master of Science (M.S.), Applied Finance, 3.88
The Chinese University of Hong Kong 2008 — 2012
Bachelor of Business Administration (B.B.A.), Integrated BBA program - Financial Engineering
University of California, Berkeley 2011 — 2011
Summer courses, Business, 3.5
University of California, Davis 2010 — 2010
CUHK Student Exchange Program & University of California Exchange Program, Statistics, 3.58
Ewha Womans University 2010 — 2010
Summer Korean intensive program (Intermediate level), Foreign Languages and Literatures, General
University of Victoria 2009 — 2009
Summer cultural exchange program sponsored by Shaw College, CUHK, English Language and Literature, General
Peter Conneely Peter Conneely's Franklin Templeton Investments Experience January 2014 - Present
Job Vice President, Senior Advisor Consultant
Industry Financial Services
Experience
Franklin Templeton Investments January 2014 - Present
Franklin Templeton Investments October 2012 - Present
Franklin Templeton Investments March 2009 - September 2012
Franklin Templeton Investments November 2003 - March 2009
Dreyfus 1999 - 2003
New England Securities May 1998 - October 1999
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
MBA
Fairfield University 1994 — 1998
BS, Major: Marketing, Minor: Finance
Franklin Templeton Investments January 2014 - Present
Franklin Templeton Investments October 2012 - Present
Franklin Templeton Investments March 2009 - September 2012
Franklin Templeton Investments November 2003 - March 2009
Dreyfus 1999 - 2003
New England Securities May 1998 - October 1999
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
MBA
Fairfield University 1994 — 1998
BS, Major: Marketing, Minor: Finance
Marc Salpeter Marc Salpeter's Franklin Templeton Investments Experience 1997 - 1999
Job VP of Operations & Business Development at Landau and Associates, P.A.
Industry Law Practice
Experience
Landau & Associates, P.A. October 2011 - Present
Business Consultant December 2010 - Present
Just Live, Inc December 2010 - Present
Alters Law Firm, P.A. July 2008 - November 2010
Plaza Pharmacy Inc / JMS Integrated Services Inc December 2002 - July 2008
Home Diagnostics, Inc. April 2001 - December 2002
Sunglass Hut International 1999 - 2001
Franklin Templeton Investments 1997 - 1999
Skills
Financial Modeling, Financial Analysis, Contract Negotiation, Project Management, Project Planning, Infrastructure, Mergers, Forecasting, Strategic Planning, Budgets, Start-ups, Business Strategy, Product Development, Operations Management, Management, Mergers & Acquisitions, Finance, Marketing, New Business Development, Business Development, P&L Management, Strategy, E-commerce, Competitive Analysis, Entrepreneurship, Business Planning
Education
University of Miami
MBA, Business / International Business
Florida Atlantic University
BA, Finance
University of Florida
Landau & Associates, P.A. October 2011 - Present
Business Consultant December 2010 - Present
Just Live, Inc December 2010 - Present
Alters Law Firm, P.A. July 2008 - November 2010
Plaza Pharmacy Inc / JMS Integrated Services Inc December 2002 - July 2008
Home Diagnostics, Inc. April 2001 - December 2002
Sunglass Hut International 1999 - 2001
Franklin Templeton Investments 1997 - 1999
Skills
Financial Modeling, Financial Analysis, Contract Negotiation, Project Management, Project Planning, Infrastructure, Mergers, Forecasting, Strategic Planning, Budgets, Start-ups, Business Strategy, Product Development, Operations Management, Management, Mergers & Acquisitions, Finance, Marketing, New Business Development, Business Development, P&L Management, Strategy, E-commerce, Competitive Analysis, Entrepreneurship, Business Planning
Education
University of Miami
MBA, Business / International Business
Florida Atlantic University
BA, Finance
University of Florida
Chris Metcalf Chris Metcalf's Franklin Templeton Investments Experience December 2013 - Present
Job Customer Service Specialist at Franklin Templeton Investments
Industry Higher Education
Experience
Franklin Templeton Investments December 2013 - Present
Franklin Templeton Investments September 2013 - November 2013
Franklin Templeton Investments March 2012 - August 2013
Franklin Templeton Investments June 2011 - March 2012
UBS March 2010 - September 2010
Skills
Public Speaking, Microsoft Office, Loans, Customer Service, Microsoft Word, Microsoft Excel, Leadership, PowerPoint, Research, Strategic Planning
Education
Southeastern University 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.72
Eckerd College 2007 — 2011
Business Administration, Finance, Leadership, and Management, 3.52
Franklin Templeton Investments December 2013 - Present
Franklin Templeton Investments September 2013 - November 2013
Franklin Templeton Investments March 2012 - August 2013
Franklin Templeton Investments June 2011 - March 2012
UBS March 2010 - September 2010
Skills
Public Speaking, Microsoft Office, Loans, Customer Service, Microsoft Word, Microsoft Excel, Leadership, PowerPoint, Research, Strategic Planning
Education
Southeastern University 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.72
Eckerd College 2007 — 2011
Business Administration, Finance, Leadership, and Management, 3.52
Shayna DeMedici Shayna DeMedici's Franklin Templeton Investments Experience October 1999 - Present
Job Learning Implementation Specialist at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 1999 - Present
Education
Eckerd College 2008 — 2010
BA, Business Management
Franklin Templeton Investments October 1999 - Present
Education
Eckerd College 2008 — 2010
BA, Business Management
Christina Cohen's Franklin Templeton Investments Experience March 2015 - Present
Job Investment Operations Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments March 2015 - Present
Franklin Templeton Investments April 2010 - March 2015
Franklin Templeton Investments October 2008 - April 2009
Franklin Templeton Investments October 2006 - October 2008
Franklin Templeton Investments January 2000 - October 2006
Skills
Accounting, Fund Accounting, Internal Controls, Account Reconciliation, Mutual Funds, Investments, Financial Analysis
Education
Nova Southeastern University 2008 — 2009
Masters, Accounting
Florida Atlantic University 1997 — 1999
BBA, Accounting
Franklin Templeton Investments March 2015 - Present
Franklin Templeton Investments April 2010 - March 2015
Franklin Templeton Investments October 2008 - April 2009
Franklin Templeton Investments October 2006 - October 2008
Franklin Templeton Investments January 2000 - October 2006
Skills
Accounting, Fund Accounting, Internal Controls, Account Reconciliation, Mutual Funds, Investments, Financial Analysis
Education
Nova Southeastern University 2008 — 2009
Masters, Accounting
Florida Atlantic University 1997 — 1999
BBA, Accounting
Tom Shupe Tom Shupe's Franklin Templeton Investments Experience 1997 - 2013
Job Vice President Franklin Templeton Distributors
Industry Financial Services
Experience
Franklin Templeton Distribuors, Inc. 1997 - Present
Franklin Templeton Investments 1997 - 2013
Franklin Templeton Investments 1997 - 2013
Wells Fargo Funds 2004 - 2005
Skills
Series 7, Investments, Program Management, Retirement Planning, Separately Managed..., Portfolio Management, Series 6, Strategic Planning, Series 63, Asset Allocation, Mutual Funds, Management, Securities, Investment Strategies, Investment Advisory, Alternative Investments, Wealth Management, 401k
Education
Eckerd College
Business Management
Franklin Templeton Distribuors, Inc. 1997 - Present
Franklin Templeton Investments 1997 - 2013
Franklin Templeton Investments 1997 - 2013
Wells Fargo Funds 2004 - 2005
Skills
Series 7, Investments, Program Management, Retirement Planning, Separately Managed..., Portfolio Management, Series 6, Strategic Planning, Series 63, Asset Allocation, Mutual Funds, Management, Securities, Investment Strategies, Investment Advisory, Alternative Investments, Wealth Management, 401k
Education
Eckerd College
Business Management
Raul (Roy) Caban, SMC, ITIL Raul (Roy) Caban, SMC, ITIL's Franklin Templeton Investments Experience September 1995 - February 2004
Job Product Manager at EVO Payments International GmbH
Industry Information Technology and Services
Experience
EVO Payments International GmbH February 2015 - Present
Interline Brands January 2013 - November 2014
CIGNEX Datamatics February 2012 - December 2012
AAA NCNU Insurance Exchange September 2009 - January 2012
Afilias June 2008 - May 2009
InterBay Funding May 2005 - April 2008
Bayview Financial (parent of InterBay Funding) February 2004 - May 2005
Franklin Templeton Investments September 1995 - February 2004
The Waldec Group 1992 - 1995
Skills
Software Development, Coaching, Agile Methodologies, SDLC, Software Project..., Visio, SQL, Business Analysis, MS Project, Microsoft SQL Server, Scrum, PMP, Integration, Systems Analysis, Requirements Analysis, Vendor Management, Team Leadership, SOA, Linux, Process Improvement, Business Intelligence, Project Management, Agile Project Management, Architecture, Business Process, CRM, Cross-functional Team..., Data Warehousing, Enterprise Software, IT Strategy, ITIL, Java, Java Enterprise Edition, JavaScript, Oracle, Leadership, Management, MySQL, PMO, Program Management, Requirements Gathering, Resource Management, SharePoint, Software Design, Software Documentation, Strategy, Testing, Web Applications
Education
University of Phoenix 2001 — 2003
BS Information Technology, Computer Science
Florida Atlantic University 1999 — 2001
BS Computer Information Systems, Mathematics, Computer Science
EVO Payments International GmbH February 2015 - Present
Interline Brands January 2013 - November 2014
CIGNEX Datamatics February 2012 - December 2012
AAA NCNU Insurance Exchange September 2009 - January 2012
Afilias June 2008 - May 2009
InterBay Funding May 2005 - April 2008
Bayview Financial (parent of InterBay Funding) February 2004 - May 2005
Franklin Templeton Investments September 1995 - February 2004
The Waldec Group 1992 - 1995
Skills
Software Development, Coaching, Agile Methodologies, SDLC, Software Project..., Visio, SQL, Business Analysis, MS Project, Microsoft SQL Server, Scrum, PMP, Integration, Systems Analysis, Requirements Analysis, Vendor Management, Team Leadership, SOA, Linux, Process Improvement, Business Intelligence, Project Management, Agile Project Management, Architecture, Business Process, CRM, Cross-functional Team..., Data Warehousing, Enterprise Software, IT Strategy, ITIL, Java, Java Enterprise Edition, JavaScript, Oracle, Leadership, Management, MySQL, PMO, Program Management, Requirements Gathering, Resource Management, SharePoint, Software Design, Software Documentation, Strategy, Testing, Web Applications
Education
University of Phoenix 2001 — 2003
BS Information Technology, Computer Science
Florida Atlantic University 1999 — 2001
BS Computer Information Systems, Mathematics, Computer Science
Bernadeta Adach's Franklin Templeton Investments Experience June 2006 - September 2007
Job Contracts and Trademarks Paralegal at Cytec
Industry Chemicals
Experience
Cytec August 2012 - Present
Cytec May 2010 - Present
Cytec September 2007 - May 2010
Franklin Templeton Investments June 2006 - September 2007
Chasan Leyner & Lamparello, PC March 2005 - June 2006
Law Office of John L. Kemenczy, LLC May 2004 - March 2005
Welt & Kuzemczak, P.C. December 1999 - May 2004
Skills
Contract Negotiation, Cross-functional Team..., Contract Management, Polymers, Microsoft Office, Legal Writing, SAP, Product Development, Process Improvement, Chemistry, Continuous Improvement, Manufacturing, Coatings, Adhesives, Commercialization, Trademarks, Notary Public, Mergers, Procurement, Supply Chain
Education
Fairleigh Dickinson University 2004 — 2004
Paralegal Studies Certificate (ABA Certified), Paralegal
Montclair State University 1998 — 2003
Bachelor's Degree, Marketing and International Business
Cytec August 2012 - Present
Cytec May 2010 - Present
Cytec September 2007 - May 2010
Franklin Templeton Investments June 2006 - September 2007
Chasan Leyner & Lamparello, PC March 2005 - June 2006
Law Office of John L. Kemenczy, LLC May 2004 - March 2005
Welt & Kuzemczak, P.C. December 1999 - May 2004
Skills
Contract Negotiation, Cross-functional Team..., Contract Management, Polymers, Microsoft Office, Legal Writing, SAP, Product Development, Process Improvement, Chemistry, Continuous Improvement, Manufacturing, Coatings, Adhesives, Commercialization, Trademarks, Notary Public, Mergers, Procurement, Supply Chain
Education
Fairleigh Dickinson University 2004 — 2004
Paralegal Studies Certificate (ABA Certified), Paralegal
Montclair State University 1998 — 2003
Bachelor's Degree, Marketing and International Business
Jennifer Westcoat Jennifer Westcoat's Franklin Templeton Investments Experience June 2014 - Present
Job Manager International Transfer Agency at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2014 - Present
Franklin Templeton Investments June 1992 - Present
Walgreens January 1986 - June 1992
Education
Eckerd College 2001 — 2004
Business Administration, Finance
Franklin Templeton Investments June 2014 - Present
Franklin Templeton Investments June 1992 - Present
Walgreens January 1986 - June 1992
Education
Eckerd College 2001 — 2004
Business Administration, Finance
Alyson Pipolo's Franklin Templeton Investments Experience 1995 - 1999
Job Chief Financial Officer at Deliver the Dream, Inc.
Industry Nonprofit Organization Management
Experience
Deliver the Dream, Inc. November 1998 - Present
JM Family Enterprises 1999 - 2001
Franklin Templeton Investments 1995 - 1999
Skills
General Ledger, Forecasting, Tax, Community Outreach, Tax Accounting, Accounts Receivable, Accounting, Financial Statements, Fundraising, Strategic Planning, Accounts Payable, Non-profits, Volunteer Management, Income Tax, Fixed Assets, Budgets, Customer Service, Payroll
Education
Florida Atlantic University 1992 — 1995
Deliver the Dream, Inc. November 1998 - Present
JM Family Enterprises 1999 - 2001
Franklin Templeton Investments 1995 - 1999
Skills
General Ledger, Forecasting, Tax, Community Outreach, Tax Accounting, Accounts Receivable, Accounting, Financial Statements, Fundraising, Strategic Planning, Accounts Payable, Non-profits, Volunteer Management, Income Tax, Fixed Assets, Budgets, Customer Service, Payroll
Education
Florida Atlantic University 1992 — 1995
Lou Fiscella's Franklin Templeton Investments Experience 1998 - 2000
Job Operations Manager at Numotion Mobility
Industry Hospital & Health Care
Experience
Numotion Mobility - Urology Division March 2014 - Present
Medco 2011 - 2013
Praxair April 2007 - April 2011
Lincare Holdings, Inc 2004 - 2007
State Farm Insurance 2000 - 2004
Franklin Templeton Investments 1998 - 2000
Garan 1997 - 1998
Ellen Tracy 1995 - 1997
Jet Aviation 1990 - 1995
Skills
Managed Care, Healthcare, Medicare, Insurance, Strategic Planning, Healthcare Management, Health Insurance, Team Building, Process Improvement, Customer Service, Employee Benefits, Recruiting, Account Management, Employee Relations, Negotiation, Coaching, Sales, Management, Budgets, Hospitals
Education
Fairleigh Dickinson University
Bachelor of Arts (B.A.), Humanities
Northern Valley Demarest H.S.
Numotion Mobility - Urology Division March 2014 - Present
Medco 2011 - 2013
Praxair April 2007 - April 2011
Lincare Holdings, Inc 2004 - 2007
State Farm Insurance 2000 - 2004
Franklin Templeton Investments 1998 - 2000
Garan 1997 - 1998
Ellen Tracy 1995 - 1997
Jet Aviation 1990 - 1995
Skills
Managed Care, Healthcare, Medicare, Insurance, Strategic Planning, Healthcare Management, Health Insurance, Team Building, Process Improvement, Customer Service, Employee Benefits, Recruiting, Account Management, Employee Relations, Negotiation, Coaching, Sales, Management, Budgets, Hospitals
Education
Fairleigh Dickinson University
Bachelor of Arts (B.A.), Humanities
Northern Valley Demarest H.S.
Brian Kahley, CFA's Franklin Templeton Investments Experience March 2006 - Present
Job Vice President, Institutional Business Development at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments March 2006 - Present
Franklin Templeton Investments February 2002 - March 2006
Franklin Templeton Investments November 1999 - February 2002
Education
Florida Atlantic University 2002 — 2004
M.B.A., Finance
University of Georgia - Terry College of Business 1994 — 1998
B.B.A., Finance
Franklin Templeton Investments March 2006 - Present
Franklin Templeton Investments February 2002 - March 2006
Franklin Templeton Investments November 1999 - February 2002
Education
Florida Atlantic University 2002 — 2004
M.B.A., Finance
University of Georgia - Terry College of Business 1994 — 1998
B.B.A., Finance
Stephanie Costello Stephanie Costello's Franklin Templeton Investments Experience May 2004 - March 2009
Job Administrative
Industry Investment Management
Experience
Franklin Templeton Investments May 2004 - March 2009
Jabil Circuit June 1999 - March 2004
Education
Evergreen Valley College
AA, Business
Franklin Templeton Investments May 2004 - March 2009
Jabil Circuit June 1999 - March 2004
Education
Evergreen Valley College
AA, Business
Adam Moscaritolo Adam Moscaritolo's Franklin Templeton Investments Experience October 2011 - Present
Job Trade Support and Analytics
Industry Investment Management
Experience
Franklin Templeton Investments October 2011 - Present
Franklin Templeton Investments March 2010 - October 2011
Edward Jones April 2009 - February 2010
Minor League Baseball June 2004 - April 2007
Skills
Bloomberg, Equities, Asset Management, Credit, Securities Lending, Foreign Exchange, Microsoft Excel, Pricing, Mutual Funds, Investments, Portfolio Management, Bonds
Education
Florida Atlantic University 2007 — 2009
M.B.A., Finance
Florida Atlantic University 2000 — 2006
B.B.A., Finance
Cardinal Gibbons High School
High School Diploma
Franklin Templeton Investments October 2011 - Present
Franklin Templeton Investments March 2010 - October 2011
Edward Jones April 2009 - February 2010
Minor League Baseball June 2004 - April 2007
Skills
Bloomberg, Equities, Asset Management, Credit, Securities Lending, Foreign Exchange, Microsoft Excel, Pricing, Mutual Funds, Investments, Portfolio Management, Bonds
Education
Florida Atlantic University 2007 — 2009
M.B.A., Finance
Florida Atlantic University 2000 — 2006
B.B.A., Finance
Cardinal Gibbons High School
High School Diploma
Anthony Cody Anthony Cody's Franklin Templeton Investments Experience October 2000 - May 2005
Job n/a currently unemployed
Industry Hospital & Health Care
Experience
n/a - currently unemployed March 2012 - Present
DEPARTMENT OF VETERANS AFFAIRS January 2012 - March 2012
DEPARTMENT OF VETERANS AFFAIRS October 2008 - December 2011
DEPARTMENT OF VETERANS AFFAIRS September 2006 - September 2008
DEPARTMENT OF VETERANS AFFAIRS April 2006 - August 2006
EDINBUROUGH HEALTHCARE CENTER August 2005 - August 2006
JOHN L CODY CPA July 2005 - August 2005
FRANKLIN TEMPLETON INVESTMENTS October 2000 - May 2005
RENAISSANCE VINOY HOTEL April 1999 - September 2000
DALLAS 1 CONSTRUCTION AND DEVELOPMENT May 1992 - March 1999
Skills
Cost Accounting, Management Accounting, Financial Accounting, Nursing, Accounts Receivable, Account Reconciliation, Invoicing, Analysis, Management, Accounting, Cash Flow, Bank Reconciliation, General Ledger, Financial Reporting, Budgets
Education
St. Petersburg College 2015 — 2016
Bachelor's Degree, Business Administration, Management and Operations, Senior
St. Leo University 2002 — 2003
Accounting, Junior
University of South Florida 1990 — 1992
Coursework in Accounting, Business Administration/Accounting, Junior
Embry-Riddle Aeronautical University
Bachelor’s Degree, Logistics, Materials, and Supply Chain Management, Junior
n/a - currently unemployed March 2012 - Present
DEPARTMENT OF VETERANS AFFAIRS January 2012 - March 2012
DEPARTMENT OF VETERANS AFFAIRS October 2008 - December 2011
DEPARTMENT OF VETERANS AFFAIRS September 2006 - September 2008
DEPARTMENT OF VETERANS AFFAIRS April 2006 - August 2006
EDINBUROUGH HEALTHCARE CENTER August 2005 - August 2006
JOHN L CODY CPA July 2005 - August 2005
FRANKLIN TEMPLETON INVESTMENTS October 2000 - May 2005
RENAISSANCE VINOY HOTEL April 1999 - September 2000
DALLAS 1 CONSTRUCTION AND DEVELOPMENT May 1992 - March 1999
Skills
Cost Accounting, Management Accounting, Financial Accounting, Nursing, Accounts Receivable, Account Reconciliation, Invoicing, Analysis, Management, Accounting, Cash Flow, Bank Reconciliation, General Ledger, Financial Reporting, Budgets
Education
St. Petersburg College 2015 — 2016
Bachelor's Degree, Business Administration, Management and Operations, Senior
St. Leo University 2002 — 2003
Accounting, Junior
University of South Florida 1990 — 1992
Coursework in Accounting, Business Administration/Accounting, Junior
Embry-Riddle Aeronautical University
Bachelor’s Degree, Logistics, Materials, and Supply Chain Management, Junior
Ken Nyiri Ken Nyiri's Franklin Templeton Investments Experience 2003 - 2010
Job Wholesaler | Trusted Advisor to Financial Professionals | Annuities | Alternatives | Investments | Retirement Planning
Industry Financial Services
Experience
WealthVest 2014 - Present
Florida Atlantic University 2012 - 2014
Franklin Square Capital Partners 2010 - 2012
Franklin Templeton Investments 2003 - 2010
Wells Fargo Advisors 1998 - 2002
Wells Fargo Advisors 1995 - 1998
Skills
Mutual Funds, Retirement Planning, Fixed Annuities, Separately Managed..., Series 7, Alternative Investments, New Business Development, Asset Allocation, Financial Services, Series 24, Building Relationships, Business Development, Coaching, Public Speaking, Team Building, Variable Annuities, Uniform Combined State..., ETFs, Series 65, Investment Advisory, Financial Markets, Fixed Income, Investment Advisory..., Unit Investment Trusts, Broker-Dealer, Building Key Strategic..., College Funding..., Consultative Sales..., Equity Indexed Annuities, Financial Institutions, Florida Life, Highly Organized &..., Indexed Annuities, Key Account Acquisition..., Licensed Life Insurance..., Market Share, Mentoring, Oral & Written..., Proactive self-starter, RIAs, Salesforce.com, Series 66, Solid Presentation..., Strategic Prospecting, Structured Investments, Territory Development, Territory Management, Tax-advantaged..., Tax Free Income
Education
Florida International University - College of Business
Bachelor's Degree, Finance Major with an Area of Specialization in Investments
Florida Atlantic University
Certified Financial Planner Certification Program
WealthVest 2014 - Present
Florida Atlantic University 2012 - 2014
Franklin Square Capital Partners 2010 - 2012
Franklin Templeton Investments 2003 - 2010
Wells Fargo Advisors 1998 - 2002
Wells Fargo Advisors 1995 - 1998
Skills
Mutual Funds, Retirement Planning, Fixed Annuities, Separately Managed..., Series 7, Alternative Investments, New Business Development, Asset Allocation, Financial Services, Series 24, Building Relationships, Business Development, Coaching, Public Speaking, Team Building, Variable Annuities, Uniform Combined State..., ETFs, Series 65, Investment Advisory, Financial Markets, Fixed Income, Investment Advisory..., Unit Investment Trusts, Broker-Dealer, Building Key Strategic..., College Funding..., Consultative Sales..., Equity Indexed Annuities, Financial Institutions, Florida Life, Highly Organized &..., Indexed Annuities, Key Account Acquisition..., Licensed Life Insurance..., Market Share, Mentoring, Oral & Written..., Proactive self-starter, RIAs, Salesforce.com, Series 66, Solid Presentation..., Strategic Prospecting, Structured Investments, Territory Development, Territory Management, Tax-advantaged..., Tax Free Income
Education
Florida International University - College of Business
Bachelor's Degree, Finance Major with an Area of Specialization in Investments
Florida Atlantic University
Certified Financial Planner Certification Program
Amanda Zion Lord Amanda Zion Lord's Franklin Templeton Investments Experience October 2011 - Present
Job Associate Project Manager at Franklin Templeton
Industry Financial Services
Experience
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
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
Christopher Cooper, MBA Finance's Franklin Templeton Investments Experience January 2011 - July 2011
Job Investment and Finance Savvy Professional Looking for Employment Opportunities (6+ Years Industry Experience)
Industry Investment Management
Experience
Nova Southeastern University May 2014 - March 2015
Wall Street Trading, LLC. July 2012 - January 2014
BSI Capital July 2011 - June 2012
Franklin Templeton Investments January 2011 - July 2011
Cypress Financial Group May 2008 - May 2009
BrightStar Credit Union January 2007 - July 2008
Skills
Trading, Securities, Stocks, Bloomberg, Equities, Fixed Income, Derivatives, Risk Management, Financial Markets, Portfolio Management, Hedge Funds, Marketing, Social Media Marketing, Sector Rotation Analysis, Options, Hedging, Equity Derivatives, Investments, Mutual Funds, Finance, Banking, Financial Analysis, Investment Banking, Wealth Management, Equity Research, Trading Strategies, Investment Advisory, Asset Managment, Trading Systems, Proprietary Trading, Asset Allocation, Business Development, Teacher Mentoring, Sales, Technical Analysis, Commodity, Economics, Financial Services, Electronic Trading, Management, Analysis, Financial Modeling, Investment Strategies, Asset Management, Equity Trading, Leadership
Education
Nova Southeastern University
Master of Business Administration (M.B.A.), Finance, 3.63 GPA
Florida Atlantic University
Bachelor's Degree, Accounting and Finance, 3.0
Nova Southeastern University May 2014 - March 2015
Wall Street Trading, LLC. July 2012 - January 2014
BSI Capital July 2011 - June 2012
Franklin Templeton Investments January 2011 - July 2011
Cypress Financial Group May 2008 - May 2009
BrightStar Credit Union January 2007 - July 2008
Skills
Trading, Securities, Stocks, Bloomberg, Equities, Fixed Income, Derivatives, Risk Management, Financial Markets, Portfolio Management, Hedge Funds, Marketing, Social Media Marketing, Sector Rotation Analysis, Options, Hedging, Equity Derivatives, Investments, Mutual Funds, Finance, Banking, Financial Analysis, Investment Banking, Wealth Management, Equity Research, Trading Strategies, Investment Advisory, Asset Managment, Trading Systems, Proprietary Trading, Asset Allocation, Business Development, Teacher Mentoring, Sales, Technical Analysis, Commodity, Economics, Financial Services, Electronic Trading, Management, Analysis, Financial Modeling, Investment Strategies, Asset Management, Equity Trading, Leadership
Education
Nova Southeastern University
Master of Business Administration (M.B.A.), Finance, 3.63 GPA
Florida Atlantic University
Bachelor's Degree, Accounting and Finance, 3.0
Cathy Jun's Franklin Templeton Investments Experience May 2014 - August 2014
Job Accounting Assistant at Emory University Nell Hodgson Woodruff School of Nursing
Industry Accounting
Experience
Emory University Nell Hodgson Woodruff School of Nursing March 2015 - Present
Emory University Goizueta Business School February 2014 - March 2015
Franklin Templeton Investments May 2014 - August 2014
Elite Educational Institute May 2014 - July 2014
Elite Educational Institute May 2013 - August 2013
Education
Emory University - Goizueta Business School 2013 — 2017
Accounting and Finance, Bachelor's Degree
Korea Kent Foreign School 2006 — 2013
High School
Emory University Nell Hodgson Woodruff School of Nursing March 2015 - Present
Emory University Goizueta Business School February 2014 - March 2015
Franklin Templeton Investments May 2014 - August 2014
Elite Educational Institute May 2014 - July 2014
Elite Educational Institute May 2013 - August 2013
Education
Emory University - Goizueta Business School 2013 — 2017
Accounting and Finance, Bachelor's Degree
Korea Kent Foreign School 2006 — 2013
High School
Brian Beda, CIMA® Brian Beda, CIMA®'s Franklin Templeton Investments Experience 2012 - Present
Job NAAS Separately Managed Account Business Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 2012 - Present
Franklin Templeton Investments 2005 - 2012
Franklin Templeton Distributors Inc. – Investment Advisor Services 1997 - 2005
United States Marine Corps 1988 - 1994
Skills
Mutual Funds, Separately Managed..., Series 7, Investments, Portfolio Management, Series 6, Asset Allocation, Wealth Management, Investment Advisory, Equities, ETFs, Investment Strategies, Asset Managment, CFP, Series 24
Education
University of Tampa 2001 — 2004
MBA
Eckerd College 1997 — 2000
BA, Management
Franklin Templeton Investments 2012 - Present
Franklin Templeton Investments 2005 - 2012
Franklin Templeton Distributors Inc. – Investment Advisor Services 1997 - 2005
United States Marine Corps 1988 - 1994
Skills
Mutual Funds, Separately Managed..., Series 7, Investments, Portfolio Management, Series 6, Asset Allocation, Wealth Management, Investment Advisory, Equities, ETFs, Investment Strategies, Asset Managment, CFP, Series 24
Education
University of Tampa 2001 — 2004
MBA
Eckerd College 1997 — 2000
BA, Management
Christine Miller Hosier Christine Miller Hosier's Franklin Templeton Investments Experience June 1993 - July 1997
Job Stallion Administration & Booking at Sequel Stallions New York
Industry Farming
Experience
Sequel Stallions New York January 2014 - Present
Martin Collins USA / a Division of Keeneland Association January 2007 - Present
Denali Stud August 2004 - November 2006
Claiborne Farm Ltd. September 2002 - November 2004
Equinecommerce.com a division of Keeneland November 2003 - August 2004
The Jockey Club September 2001 - September 2002
AmSouth Bank, fomerly First American Bank January 1999 - October 1999
SunTrust Bank July 1997 - January 1999
Franklin Templeton Investments June 1993 - July 1997
Skills
Strategic Planning, Sales, Marketing, Marketing Strategy, Microsoft Office, Process Improvement, Public Speaking, Customer Service, Project Management, Product Development, Sales Management, Financial Analysis, Mergers & Acquisitions, Business Planning, Asset Management
Education
Western Kentucky University 2000 — 2001
Bachelor of Arts (B.A.), Economics
Florida Atlantic University 1995 — 1997
Post Grad, Microbiology/Genetics
Western Kentucky University 1991 — 1995
Bachelor of Science (B.S.), Agriculture
Sequel Stallions New York January 2014 - Present
Martin Collins USA / a Division of Keeneland Association January 2007 - Present
Denali Stud August 2004 - November 2006
Claiborne Farm Ltd. September 2002 - November 2004
Equinecommerce.com a division of Keeneland November 2003 - August 2004
The Jockey Club September 2001 - September 2002
AmSouth Bank, fomerly First American Bank January 1999 - October 1999
SunTrust Bank July 1997 - January 1999
Franklin Templeton Investments June 1993 - July 1997
Skills
Strategic Planning, Sales, Marketing, Marketing Strategy, Microsoft Office, Process Improvement, Public Speaking, Customer Service, Project Management, Product Development, Sales Management, Financial Analysis, Mergers & Acquisitions, Business Planning, Asset Management
Education
Western Kentucky University 2000 — 2001
Bachelor of Arts (B.A.), Economics
Florida Atlantic University 1995 — 1997
Post Grad, Microbiology/Genetics
Western Kentucky University 1991 — 1995
Bachelor of Science (B.S.), Agriculture
Cindy Zayas Cindy Zayas's Franklin Templeton Investments Experience January 2003 - January 2005
Job Care Management Coordinator, Wound Care & Transition
Industry Hospital & Health Care
Experience
Independence Care System August 2013 - Present
Cozy Home Preschool January 2005 - January 2012
Franklin Templeton Investments January 2003 - January 2005
Franklin Templeton Investments 2003 - 2005
Franklin Templeton Investments 2003 - 2005
AstraZeneca Pharmaceuticals January 2000 - January 2003
AstraZeneca 2000 - 2003
Guardian Life Insurance January 1997 - January 2000
The Guardian Life Insurance Company of America 1991 - 2000
Guardian Life Insurance January 1991 - January 1997
Skills
Event Planning, Administrative..., Office Management, Travel Arrangements, Outlook, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint
Education
Eckerd College
Liberal Arts/Human DevelopmentOngoing
Christopher Columbus H.S
Diploma, General/Business
Eckerd College
Human Development, Family Studies, and Related Services
Pasco-Hernando State College
Pasco-Hernando State College
Independence Care System August 2013 - Present
Cozy Home Preschool January 2005 - January 2012
Franklin Templeton Investments January 2003 - January 2005
Franklin Templeton Investments 2003 - 2005
Franklin Templeton Investments 2003 - 2005
AstraZeneca Pharmaceuticals January 2000 - January 2003
AstraZeneca 2000 - 2003
Guardian Life Insurance January 1997 - January 2000
The Guardian Life Insurance Company of America 1991 - 2000
Guardian Life Insurance January 1991 - January 1997
Skills
Event Planning, Administrative..., Office Management, Travel Arrangements, Outlook, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint
Education
Eckerd College
Liberal Arts/Human DevelopmentOngoing
Christopher Columbus H.S
Diploma, General/Business
Eckerd College
Human Development, Family Studies, and Related Services
Pasco-Hernando State College
Pasco-Hernando State College
Gina Amato Bonelli Gina Amato Bonelli's Franklin Templeton Investments Experience April 2007 - March 2013
Job Finance Administrator
Industry Hospitality
Experience
Gateway Global November 2014 - Present
Gia Collection May 2011 - Present
Levi Strauss & Co. February 2013 - October 2014
Franklin Templeton Investments April 2007 - March 2013
Oracle August 2005 - April 2007
Genesys Conferencing October 2004 - August 2005
Gateway Limousines May 2004 - October 2004
Skills
Salesforce.com, Marketing, Social Media Marketing, Email Marketing, Social Networking, Sales, Marketing Strategy, Social Media, Account Management, Marketing Communications, Lead Generation, Market Research, Online Advertising, Digital Marketing, Direct Marketing, Product Marketing, Customer Service, Event Management, Graphic Design, Web Analytics, Strategic Partnerships, Start-ups, Management, CRM, Strategic Planning, Competitive Analysis, Business Development, Brand Development, Advertising, Creative Direction, Facebook, Brand Management, Sales Presentations, Illustrator, Digital Strategy, Digital Media, Product Development, Product Management, E-commerce, Public Relations, Adobe Creative Suite, Retail, Project Management, B2B, Trade Shows, Online Marketing, Integrated Marketing, Event Planning, Blogging, Leadership
Education
St. Mary's College of California 2000 — 2004
BS, Business Administration
Fashion Institute of Design & Merchandising 2008 — 2010
AA Professional, Merchandise Product Development
Gateway Global November 2014 - Present
Gia Collection May 2011 - Present
Levi Strauss & Co. February 2013 - October 2014
Franklin Templeton Investments April 2007 - March 2013
Oracle August 2005 - April 2007
Genesys Conferencing October 2004 - August 2005
Gateway Limousines May 2004 - October 2004
Skills
Salesforce.com, Marketing, Social Media Marketing, Email Marketing, Social Networking, Sales, Marketing Strategy, Social Media, Account Management, Marketing Communications, Lead Generation, Market Research, Online Advertising, Digital Marketing, Direct Marketing, Product Marketing, Customer Service, Event Management, Graphic Design, Web Analytics, Strategic Partnerships, Start-ups, Management, CRM, Strategic Planning, Competitive Analysis, Business Development, Brand Development, Advertising, Creative Direction, Facebook, Brand Management, Sales Presentations, Illustrator, Digital Strategy, Digital Media, Product Development, Product Management, E-commerce, Public Relations, Adobe Creative Suite, Retail, Project Management, B2B, Trade Shows, Online Marketing, Integrated Marketing, Event Planning, Blogging, Leadership
Education
St. Mary's College of California 2000 — 2004
BS, Business Administration
Fashion Institute of Design & Merchandising 2008 — 2010
AA Professional, Merchandise Product Development
William Guy DeWald, CFA William Guy DeWald, CFA's Franklin Templeton Investments Experience January 2013 - Present
Job Regional Director RIA Division West Coast at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments January 2013 - Present
Franklin Templeton Investments March 2001 - December 2012
Skills
CFA, Investment Advisory, Mutual Funds, Investment Management, Investment Strategies, Economics, Risk Management, Competitive Analysis, Investments, Financial Analysis, Equities, Banking, Portfolio Management, Series 7, Fixed Income, Asset Managment, Wealth Management, Business Analysis, Financial Modeling, Separately Managed...
Education
Eckerd College 1991 — 1995
Bachelor Arts, International Business
Franklin Templeton Investments January 2013 - Present
Franklin Templeton Investments March 2001 - December 2012
Skills
CFA, Investment Advisory, Mutual Funds, Investment Management, Investment Strategies, Economics, Risk Management, Competitive Analysis, Investments, Financial Analysis, Equities, Banking, Portfolio Management, Series 7, Fixed Income, Asset Managment, Wealth Management, Business Analysis, Financial Modeling, Separately Managed...
Education
Eckerd College 1991 — 1995
Bachelor Arts, International Business
Betty Baize Betty Baize's Franklin Templeton Investments Experience February 2005 - April 2009
Job
Industry Financial Services
Experience
Raymond James Financial Inc. July 2013 - Present
Raymond James Financial Inc. February 2012 - June 2013
Raymond James Financial April 2010 - February 2012
Coodinated Child Care of Pinellas June 2009 - April 2010
Franklin Templeton Investments February 2005 - April 2009
Franklin Templeton Investments February 2003 - February 2005
Franklin Templeton Investments June 1998 - February 2003
Skills
Process Improvement, Mutual Funds, Risk Management, Business Analysis, Visio, Vendor Management, Business Process..., PMO, Requirements Analysis, SDLC, Project Management, Management
Education
Eckerd College
B.A.
Raymond James Financial Inc. July 2013 - Present
Raymond James Financial Inc. February 2012 - June 2013
Raymond James Financial April 2010 - February 2012
Coodinated Child Care of Pinellas June 2009 - April 2010
Franklin Templeton Investments February 2005 - April 2009
Franklin Templeton Investments February 2003 - February 2005
Franklin Templeton Investments June 1998 - February 2003
Skills
Process Improvement, Mutual Funds, Risk Management, Business Analysis, Visio, Vendor Management, Business Process..., PMO, Requirements Analysis, SDLC, Project Management, Management
Education
Eckerd College
B.A.
Haley Marcus's Franklin Templeton Investments Experience June 2007 - August 2007
Job Managing Editor Palm Beach Research Group
Industry Financial Services
Experience
Agora Inc. November 2014 - Present
HiConversion April 2014 - July 2014
Fraud Guarantee May 2013 - April 2014
spendLO October 2012 - April 2013
The National Society of Collegiate Scholars September 2010 - January 2011
Neighbors Insurance Advisors March 2010 - July 2010
John Fiorentino Insurance Advisors May 2009 - March 2010
Franklin Templeton Investments June 2007 - August 2007
Skills
Social Media, Blogging, Press Releases, Wordpress, Facebook, Newsletters, Online Marketing, Media Relations, Operations Management, Editing, Writing, Public Relations, Marketing, Data Analysis, Market Research, Research, Constant Contact, Social Networking, Analytical Review, Google Analytics, Media, Property & Casualty..., SPSS, Database Administration, Twitter, LinkedIn, Basecamp, Management, Microsoft Excel, WordPress
Education
Emory University 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Agora Inc. November 2014 - Present
HiConversion April 2014 - July 2014
Fraud Guarantee May 2013 - April 2014
spendLO October 2012 - April 2013
The National Society of Collegiate Scholars September 2010 - January 2011
Neighbors Insurance Advisors March 2010 - July 2010
John Fiorentino Insurance Advisors May 2009 - March 2010
Franklin Templeton Investments June 2007 - August 2007
Skills
Social Media, Blogging, Press Releases, Wordpress, Facebook, Newsletters, Online Marketing, Media Relations, Operations Management, Editing, Writing, Public Relations, Marketing, Data Analysis, Market Research, Research, Constant Contact, Social Networking, Analytical Review, Google Analytics, Media, Property & Casualty..., SPSS, Database Administration, Twitter, LinkedIn, Basecamp, Management, Microsoft Excel, WordPress
Education
Emory University 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Beth Somers Beth Somers's Franklin Templeton Investments Experience 1996 - 1998
Job Retired Consulting IT Specialist at IBM
Industry Computer Hardware
Denise Laudato Denise Laudato's Franklin Templeton Investments Experience 2002 - 2009
Job Sr. Facilitator at USAA
Industry Education Management
Experience
USAA April 2010 - Present
Franklin Templeton Investments 2002 - 2009
Franklin Templeton Investments 2000 - 2002
Franklin Templeton Investments 1994 - 2000
Education
Eckerd College
Busines Management, Business Administration, Management and Operations
National Louis University
Masters, Adult Educational Leadership
USAA April 2010 - Present
Franklin Templeton Investments 2002 - 2009
Franklin Templeton Investments 2000 - 2002
Franklin Templeton Investments 1994 - 2000
Education
Eckerd College
Busines Management, Business Administration, Management and Operations
National Louis University
Masters, Adult Educational Leadership
Abeer Dubey's Franklin Templeton Investments Experience May 2004 - June 2004
Job People Analytics Manager at Google
Industry Internet
Experience
Google October 2012 - Present
Google November 2009 - September 2012
Google November 2007 - November 2009
Google January 2007 - November 2007
Google January 2006 - December 2006
Google June 2005 - August 2005
ICICI Ventures July 2004 - August 2004
Franklin Templeton Investments May 2004 - June 2004
Ansal Buildwell Ltd. August 2002 - February 2003
Skills
Analytics, Process Improvement, Data Analysis, Data Mining, Product Management, Strategy, Business Strategy, Project Management, Financial Modeling, Entrepreneurship, Management Consulting, Program Management
Education
Stanford University 2004 — 2005
MS, Management Science & Engineering
2003 — 2004
Fellowship, Civil Engineering
Indian Institute of Technology Delhi 1998 — 2002
B. Tech, Civil Engineering
Google October 2012 - Present
Google November 2009 - September 2012
Google November 2007 - November 2009
Google January 2007 - November 2007
Google January 2006 - December 2006
Google June 2005 - August 2005
ICICI Ventures July 2004 - August 2004
Franklin Templeton Investments May 2004 - June 2004
Ansal Buildwell Ltd. August 2002 - February 2003
Skills
Analytics, Process Improvement, Data Analysis, Data Mining, Product Management, Strategy, Business Strategy, Project Management, Financial Modeling, Entrepreneurship, Management Consulting, Program Management
Education
Stanford University 2004 — 2005
MS, Management Science & Engineering
2003 — 2004
Fellowship, Civil Engineering
Indian Institute of Technology Delhi 1998 — 2002
B. Tech, Civil Engineering
Brian Giue's Franklin Templeton Investments Experience December 2004 - July 2006
Job Team Lead Surveillance at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network June 2015 - Present
Commonwealth Financial Network April 2011 - June 2015
Commonwealth Financial Network July 2008 - April 2011
Raymond James Financial Services July 2006 - July 2008
Franklin Templeton Investments December 2004 - July 2006
Skills
Securities, FINRA, Series 7, Financial Risk, Series 24, Uniform Combined State..., AML, Mutual Funds, Compliance, Risk Management, Investments, Risk Assessment, Series 6, Anti Money Laundering, Surveillance, Financial Services, Finance, Risk, Auditing, Series 53, Series 66, Series 4, Wealth Management
Education
Eckerd College 2000 — 2004
B.S., Economics
Commonwealth Financial Network June 2015 - Present
Commonwealth Financial Network April 2011 - June 2015
Commonwealth Financial Network July 2008 - April 2011
Raymond James Financial Services July 2006 - July 2008
Franklin Templeton Investments December 2004 - July 2006
Skills
Securities, FINRA, Series 7, Financial Risk, Series 24, Uniform Combined State..., AML, Mutual Funds, Compliance, Risk Management, Investments, Risk Assessment, Series 6, Anti Money Laundering, Surveillance, Financial Services, Finance, Risk, Auditing, Series 53, Series 66, Series 4, Wealth Management
Education
Eckerd College 2000 — 2004
B.S., Economics
Karen Foubister's Franklin Templeton Investments Experience 1995 - Present
Job Manager Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments 1995 - Present
Education
University of South Florida 1995 — 1999
MBA, IT
Eckerd College 1982 — 1986
Franklin Templeton Investments 1995 - Present
Education
University of South Florida 1995 — 1999
MBA, IT
Eckerd College 1982 — 1986
Carol Provenzola's Franklin Templeton Investments Experience December 2013 - Present
Job Director HR Advisory Services at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2013 - Present
Franklin Templeton 1994 - Present
Franklin Templeton Investments May 2008 - December 2013
Skills
Mutual Funds, Equities, Human Resources, Finance, Investments
Education
Florida Atlantic University
Franklin Templeton Investments December 2013 - Present
Franklin Templeton 1994 - Present
Franklin Templeton Investments May 2008 - December 2013
Skills
Mutual Funds, Equities, Human Resources, Finance, Investments
Education
Florida Atlantic University
Ronice Barlow's Franklin Templeton Investments Experience October 2013 - Present
Job SVP, Head of Strategic Planning & Business Development North America at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments October 2013 - Present
Franklin Templeton January 2012 - Present
Franklin Templeton Investments January 2007 - January 2012
Franklin Templeton Investments January 1995 - January 2007
Skills
Investments, Mutual Funds, Asset Allocation, Asset Management, Analytics, Series 63, Wealth Management, Risk Management, Financial Services, Investment Strategies, Business Development, Separately Managed..., Strategic Planning, Series 6, Marketing Strategy, Strategy, Management, Leadership, Series 7, Strategic Financial..., Business Analysis, Equities, Fixed Income, Valuation, 401k, Portfolio Management, Retirement, Asset Managment, Process Improvement, Bloomberg, Securities, Financial Analysis
Education
Eckerd College 1987 — 1991
Franklin Templeton Investments October 2013 - Present
Franklin Templeton January 2012 - Present
Franklin Templeton Investments January 2007 - January 2012
Franklin Templeton Investments January 1995 - January 2007
Skills
Investments, Mutual Funds, Asset Allocation, Asset Management, Analytics, Series 63, Wealth Management, Risk Management, Financial Services, Investment Strategies, Business Development, Separately Managed..., Strategic Planning, Series 6, Marketing Strategy, Strategy, Management, Leadership, Series 7, Strategic Financial..., Business Analysis, Equities, Fixed Income, Valuation, 401k, Portfolio Management, Retirement, Asset Managment, Process Improvement, Bloomberg, Securities, Financial Analysis
Education
Eckerd College 1987 — 1991
Manuela Barreiro-Soto's Franklin Templeton Investments Experience August 1998 - Present
Job Bank Service Delivery Manager at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments August 1998 - Present
Skills
Mutual Funds
Education
Eckerd College 1993 — 1997
Franklin Templeton Investments August 1998 - Present
Skills
Mutual Funds
Education
Eckerd College 1993 — 1997
Joe White , CBCP, MBCI's Franklin Templeton Investments Experience 2000 - 2005
Job Owner / Vitner at Playground Cellars
Industry Wine and Spirits
Experience
jKarlw & Associates LLC January 2014 - Present
Playground Cellars 2014 - Present
Ericsson 2012 - 2015
Bridgewater Associates 2012 - 2012
Google 2011 - 2012
PayPal 2007 - 2011
Walgreens 2006 - 2007
Robert Half Management Resources 2006 - 2006
Franklin Templeton Investments 2000 - 2005
Grainger 1994 - 1999
Skills
Risk Assessment, Business Continuity, Disaster Recovery, Enterprise Risk..., Crisis Management, Governance, Risk Mitigation, Incident Management, Emergency Management, Crisis Communications, Program Management, Vendor Management, Strategic Planning, Continuity, Business Continuity..., Risk Management, Security, CISA, Information Security, Security Audits, Data Center, Information Technology, Leadership, Project Management, PCI DSS, ISO 27001, Operational Risk..., IT Management, IT Strategy, ITIL, Risk Analysis, Management, Information Security..., IT Audit, Vulnerability Assessment, IT Operations, CISSP, COBIT, IT Service Management
Education
Golden Gate University
M.S., Corporate Finance
Elmhurst College
B.S., Business Administration
jKarlw & Associates LLC January 2014 - Present
Playground Cellars 2014 - Present
Ericsson 2012 - 2015
Bridgewater Associates 2012 - 2012
Google 2011 - 2012
PayPal 2007 - 2011
Walgreens 2006 - 2007
Robert Half Management Resources 2006 - 2006
Franklin Templeton Investments 2000 - 2005
Grainger 1994 - 1999
Skills
Risk Assessment, Business Continuity, Disaster Recovery, Enterprise Risk..., Crisis Management, Governance, Risk Mitigation, Incident Management, Emergency Management, Crisis Communications, Program Management, Vendor Management, Strategic Planning, Continuity, Business Continuity..., Risk Management, Security, CISA, Information Security, Security Audits, Data Center, Information Technology, Leadership, Project Management, PCI DSS, ISO 27001, Operational Risk..., IT Management, IT Strategy, ITIL, Risk Analysis, Management, Information Security..., IT Audit, Vulnerability Assessment, IT Operations, CISSP, COBIT, IT Service Management
Education
Golden Gate University
M.S., Corporate Finance
Elmhurst College
B.S., Business Administration
Brandon Burke's Franklin Templeton Investments Experience November 2012 - October 2013
Job Assistant Controller
Industry Financial Services
Experience
Invesco April 2007 - Present
Franklin Templeton Investments November 2012 - October 2013
PricewaterhouseCoopers August 2006 - April 2007
Druid Hills Golf Club 2003 - 2006
Education
Emory University - Goizueta Business School 2003 — 2006
BBA, Accounting
Emory University 2002 — 2006
BBA, Business
Invesco April 2007 - Present
Franklin Templeton Investments November 2012 - October 2013
PricewaterhouseCoopers August 2006 - April 2007
Druid Hills Golf Club 2003 - 2006
Education
Emory University - Goizueta Business School 2003 — 2006
BBA, Accounting
Emory University 2002 — 2006
BBA, Business
Patricia Condurso's Franklin Templeton Investments Experience July 2004 - April 2009
Job IT Mgr at FTI
Industry Information Technology and Services
Experience
FTI April 2009 - Present
Franklin Templeton Investments July 2004 - April 2009
Franklin Templeton Investments February 2000 - July 2004
Franklin Templeton Investments September 1999 - January 2000
Franklin Templeton Investments November 1995 - September 1999
Franklin Templeton Investments March 1995 - November 1995
Bankers Insurance Co 1984 - 1994
Skills
Business Analysis, SharePoint, Business Intelligence, Agile Methodologies, Software Project..., Requirements Analysis, SDLC, Visio, Project Management, Process Improvement
Education
Endicott College 1970 — 1972
Associate of Science (AS), Retail Merchandising, 3.0
FTI April 2009 - Present
Franklin Templeton Investments July 2004 - April 2009
Franklin Templeton Investments February 2000 - July 2004
Franklin Templeton Investments September 1999 - January 2000
Franklin Templeton Investments November 1995 - September 1999
Franklin Templeton Investments March 1995 - November 1995
Bankers Insurance Co 1984 - 1994
Skills
Business Analysis, SharePoint, Business Intelligence, Agile Methodologies, Software Project..., Requirements Analysis, SDLC, Visio, Project Management, Process Improvement
Education
Endicott College 1970 — 1972
Associate of Science (AS), Retail Merchandising, 3.0
Bengt Berggreen's Franklin Templeton Investments Experience January 1996 - March 1999
Job Global Equity Trader
Industry Financial Services
Experience
Tradewinds/Nuveen Investments December 2008 - January 2015
GE Asset Management January 2008 - December 2008
HED Capital January 2002 - January 2007
Self September 2001 - January 2002
Jacobs Asset Management March 1999 - September 2001
Franklin Templeton Investments January 1996 - March 1999
Skills
Equities, Trading, Asset Management, Customer Service, Investments, Management, Portfolio Management, Trading System, Equity Trading, Hedge Funds, ETFs, Bloomberg, Options, Emerging Markets, FX Options, Mutual Funds, Financial Risk
Education
Embry-Riddle Aeronautical University 1992 — 1997
Aeronautical Science
Tradewinds/Nuveen Investments December 2008 - January 2015
GE Asset Management January 2008 - December 2008
HED Capital January 2002 - January 2007
Self September 2001 - January 2002
Jacobs Asset Management March 1999 - September 2001
Franklin Templeton Investments January 1996 - March 1999
Skills
Equities, Trading, Asset Management, Customer Service, Investments, Management, Portfolio Management, Trading System, Equity Trading, Hedge Funds, ETFs, Bloomberg, Options, Emerging Markets, FX Options, Mutual Funds, Financial Risk
Education
Embry-Riddle Aeronautical University 1992 — 1997
Aeronautical Science
Carree Olshansky's Franklin Templeton Investments Experience January 2009 - October 2013
Job Water Conservation Specialist at Suwannee River Water Management District
Industry Environmental Services
Experience
Suwannee River Water Management District October 2013 - Present
Franklin Templeton Investments January 2009 - October 2013
Franklin Templeton Investments January 2008 - January 2009
Franklin Templeton Investments July 2002 - February 2007
Franklin Templeton Investments March 2001 - July 2002
Morgan Stanley Dean Witter May 1999 - February 2001
Skills
Product Marketing, Product Launch, Marketing Strategy, Marketing Communications, International Marketing, Marketing, Relationship Management, Product Management, Presentation Development, Institutional Investors, Mutual Funds, Sustainable Business, Fund Accounting, FactSet, Bloomberg, PowerPoint, Microsoft Excel, Microsoft Office, Mac, Windows, Adobe, Marketing Copy, Proofreading, Institutional..., Equities, Investments, Strategy, Integrated Marketing, Market Research
Education
Florida Atlantic University 2004 — 2007
MBA, Environmental Studies
University of Florida 1995 — 1999
BSBA, Finance & Economics
Saint Andrew's School 1992 — 1995
Suwannee River Water Management District October 2013 - Present
Franklin Templeton Investments January 2009 - October 2013
Franklin Templeton Investments January 2008 - January 2009
Franklin Templeton Investments July 2002 - February 2007
Franklin Templeton Investments March 2001 - July 2002
Morgan Stanley Dean Witter May 1999 - February 2001
Skills
Product Marketing, Product Launch, Marketing Strategy, Marketing Communications, International Marketing, Marketing, Relationship Management, Product Management, Presentation Development, Institutional Investors, Mutual Funds, Sustainable Business, Fund Accounting, FactSet, Bloomberg, PowerPoint, Microsoft Excel, Microsoft Office, Mac, Windows, Adobe, Marketing Copy, Proofreading, Institutional..., Equities, Investments, Strategy, Integrated Marketing, Market Research
Education
Florida Atlantic University 2004 — 2007
MBA, Environmental Studies
University of Florida 1995 — 1999
BSBA, Finance & Economics
Saint Andrew's School 1992 — 1995
Vamshi Neeligari's Franklin Templeton Investments Experience May 2008 - December 2008
Job MicroStrategy BI Consultant at Citigroup
Industry Information Technology and Services
Experience
Citi November 2014 - Present
Freddie Mac 2014 - November 2014
Bank of America December 2009 - July 2014
L Brands 2014 - 2014
Yum! Brands August 2009 - December 2009
Dean Foods January 2009 - July 2009
Franklin Templeton Investments May 2008 - December 2008
Bank of America July 2007 - April 2008
Skills
Business Intelligence, Data Warehousing, Microstrategy, ETL, Teradata, Scrum, SQL Tuning, Visio, Netezza, Requirements Gathering, Data Mining, Performance Tuning, Unix, Microsoft SQL Server, PL/SQL, OLAP, Oracle, Dashboard, MicroStrategy
Education
Fitchburg State University 2006 — 2007
MBA, Business Management
Visvesvaraya Technological University 1999 — 2004
Bachelor of Engineering, Electronics & Communications
Citi November 2014 - Present
Freddie Mac 2014 - November 2014
Bank of America December 2009 - July 2014
L Brands 2014 - 2014
Yum! Brands August 2009 - December 2009
Dean Foods January 2009 - July 2009
Franklin Templeton Investments May 2008 - December 2008
Bank of America July 2007 - April 2008
Skills
Business Intelligence, Data Warehousing, Microstrategy, ETL, Teradata, Scrum, SQL Tuning, Visio, Netezza, Requirements Gathering, Data Mining, Performance Tuning, Unix, Microsoft SQL Server, PL/SQL, OLAP, Oracle, Dashboard, MicroStrategy
Education
Fitchburg State University 2006 — 2007
MBA, Business Management
Visvesvaraya Technological University 1999 — 2004
Bachelor of Engineering, Electronics & Communications
Shareeda Allen's Franklin Templeton Investments Experience August 1998 - October 2004
Job Personnel & Global HR Mgmt
Industry Human Resources
Experience
Quest Diagnostics January 2014 - Present
The Coca-Cola Company January 2013 - January 2014
Raytheon October 2011 - November 2012
Mental Health Care June 2009 - June 2011
Quavesto Group, LLC July 2006 - June 2009
Wells Fargo Financial 2009 - 2009
Hillsborough County Health Dept October 2005 - July 2006
Franklin Templeton Investments August 1998 - October 2004
PageNet 1996 - 1998
Skills
Employee Relations, Recruiting, Customer Service, Employee Benefits, FMLA, HRIS, Human Resources, Interviews, Management, New Hire Orientations, Organizational..., Payroll, Performance Management, Training, Hiring
Education
Eckerd College 2009 — 2011
B.A, Personnel & Global HR Management
Quest Diagnostics January 2014 - Present
The Coca-Cola Company January 2013 - January 2014
Raytheon October 2011 - November 2012
Mental Health Care June 2009 - June 2011
Quavesto Group, LLC July 2006 - June 2009
Wells Fargo Financial 2009 - 2009
Hillsborough County Health Dept October 2005 - July 2006
Franklin Templeton Investments August 1998 - October 2004
PageNet 1996 - 1998
Skills
Employee Relations, Recruiting, Customer Service, Employee Benefits, FMLA, HRIS, Human Resources, Interviews, Management, New Hire Orientations, Organizational..., Payroll, Performance Management, Training, Hiring
Education
Eckerd College 2009 — 2011
B.A, Personnel & Global HR Management
Shwu-Miin Yang's Franklin Templeton Investments Experience August 2014 - Present
Job Enterprise Architect at Franklin Templeton Investment
Industry Financial Services
Experience
Franklin Templeton Investments August 2014 - Present
Johnson & Johnson June 2012 - July 2014
BAE Systems August 2011 - June 2012
Merck & Co, Inc July 2005 - July 2011
AIG March 2002 - July 2005
Telcordia Technologies 1998 - 2002
Skills
Cisco, Routing, Switches, Firewalls, Network Security, VoIP, Video over IP, Contact Center Design, Video Conferencing, AT&T Connect..., Telepresence, QoS, LAN/WAN, CCNP, Unified Communications, Data Center, Integration, Deployment, Network Architecture, WAN, MPLS, Network Design, VPN, IP, TCP/IP, IP Networking, Routers, BGP, Security, Wireless, Network Engineering, H.323, Telecommunications, Cisco IOS, OSPF, Cisco Technologies, Troubleshooting, Cisco Call Manager, Networking, Infrastructure, SIP, LAN-WAN, System Deployment
Education
Feng Chia University
B.E
University of Pittsburgh
MST
Franklin Templeton Investments August 2014 - Present
Johnson & Johnson June 2012 - July 2014
BAE Systems August 2011 - June 2012
Merck & Co, Inc July 2005 - July 2011
AIG March 2002 - July 2005
Telcordia Technologies 1998 - 2002
Skills
Cisco, Routing, Switches, Firewalls, Network Security, VoIP, Video over IP, Contact Center Design, Video Conferencing, AT&T Connect..., Telepresence, QoS, LAN/WAN, CCNP, Unified Communications, Data Center, Integration, Deployment, Network Architecture, WAN, MPLS, Network Design, VPN, IP, TCP/IP, IP Networking, Routers, BGP, Security, Wireless, Network Engineering, H.323, Telecommunications, Cisco IOS, OSPF, Cisco Technologies, Troubleshooting, Cisco Call Manager, Networking, Infrastructure, SIP, LAN-WAN, System Deployment
Education
Feng Chia University
B.E
University of Pittsburgh
MST
Arthur Sheppard's Franklin Templeton Investments Experience June 2005 - June 2007
Job Senior Accountant at First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank September 2013 - Present
First Citizens Bank May 2012 - September 2013
RBC Bank July 2007 - March 2012
Franklin Templeton Investments June 2005 - June 2007
H&R Block January 2004 - April 2005
SEI Tec March 2004 - March 2005
Upstream LLC December 2003 - February 2004
Skills
Microsoft Office, Investments, PeopleSoft, Sungard, Financial Reporting, Financial Accounting, CPA, MBA
Education
Florida Atlantic University 1999 — 2001
MBA, MBA
Florida Atlantic University 1995 — 1999
BS, Management
Hoarce Mann Middle
Miami Central
First Citizens Bank September 2013 - Present
First Citizens Bank May 2012 - September 2013
RBC Bank July 2007 - March 2012
Franklin Templeton Investments June 2005 - June 2007
H&R Block January 2004 - April 2005
SEI Tec March 2004 - March 2005
Upstream LLC December 2003 - February 2004
Skills
Microsoft Office, Investments, PeopleSoft, Sungard, Financial Reporting, Financial Accounting, CPA, MBA
Education
Florida Atlantic University 1999 — 2001
MBA, MBA
Florida Atlantic University 1995 — 1999
BS, Management
Hoarce Mann Middle
Miami Central
Bridget Narvaez's Franklin Templeton Investments Experience October 1999 - June 2004
Job Registered Nurse, BA, RN
Industry Hospital & Health Care
Experience
Palms of Pasadena Hospital September 2013 - Present
In The Beginning Doula Services March 2013 - Present
Suncoast Center, Inc. May 2006 - September 2013
Modern Business Associates June 2004 - May 2006
Franklin Templeton Investments October 1999 - June 2004
Skills
Employee Benefits, Employee Relations, Deferred Compensation, Succession Planning, HRIS, Background Checks, Human Resources, Payroll, FMLA, Employment Law, Employee Handbooks, New Hire Orientations, Personnel Management, Applicant Tracking..., Benefits Administration, Coaching, College Recruiting, Customer Service, Contract Recruitment, EEO, Employee Engagement, Employer Branding, FLSA, HR Consulting, HR Policies, Interviews, Job Descriptions, Labor Relations, Organizational..., Performance Appraisal, Policy, Recruiting, Resume Writing, Salary, Sourcing, Team Building, Temporary Placement, Time Management, Training, Workers Compensation, ADP Payroll, Management, Performance Management, Change Management, Onboarding, Talent Management
Education
Fortis College 2010 — 2012
Registered Nursing/Registered Nurse
Eckerd College 2001 — 2003
BA, Global Personnel Human Resource Management
St. Petersburg Junior College 1995 — 1996
Associate's degree, Biology/Biological Sciences, General
Palms of Pasadena Hospital September 2013 - Present
In The Beginning Doula Services March 2013 - Present
Suncoast Center, Inc. May 2006 - September 2013
Modern Business Associates June 2004 - May 2006
Franklin Templeton Investments October 1999 - June 2004
Skills
Employee Benefits, Employee Relations, Deferred Compensation, Succession Planning, HRIS, Background Checks, Human Resources, Payroll, FMLA, Employment Law, Employee Handbooks, New Hire Orientations, Personnel Management, Applicant Tracking..., Benefits Administration, Coaching, College Recruiting, Customer Service, Contract Recruitment, EEO, Employee Engagement, Employer Branding, FLSA, HR Consulting, HR Policies, Interviews, Job Descriptions, Labor Relations, Organizational..., Performance Appraisal, Policy, Recruiting, Resume Writing, Salary, Sourcing, Team Building, Temporary Placement, Time Management, Training, Workers Compensation, ADP Payroll, Management, Performance Management, Change Management, Onboarding, Talent Management
Education
Fortis College 2010 — 2012
Registered Nursing/Registered Nurse
Eckerd College 2001 — 2003
BA, Global Personnel Human Resource Management
St. Petersburg Junior College 1995 — 1996
Associate's degree, Biology/Biological Sciences, General
Alina Popescu, CPA's Franklin Templeton Investments Experience March 2003 - April 2005
Job Senior Financial Analyst at Bank of America
Industry Accounting
Experience
Bank of America October 2009 - Present
Turnberry Associates September 2007 - April 2008
Turnberry Associates March 2006 - September 2007
Trammell Crow Residential April 2005 - March 2006
Franklin Templeton Investments March 2003 - April 2005
Dresdner Bank LateinAmerika AG December 2001 - March 2003
Skills
Account Reconciliation, Finance, Financial Accounting, Financial Analysis, Financial Statements, Accounting, General Ledger, Variance Analysis, Auditing
Education
Florida Atlantic University 2006 — 2007
Masters, Business Administration
Florida International University - College of Business 1997 — 2001
Bachelor of Science, Accounting
Bank of America October 2009 - Present
Turnberry Associates September 2007 - April 2008
Turnberry Associates March 2006 - September 2007
Trammell Crow Residential April 2005 - March 2006
Franklin Templeton Investments March 2003 - April 2005
Dresdner Bank LateinAmerika AG December 2001 - March 2003
Skills
Account Reconciliation, Finance, Financial Accounting, Financial Analysis, Financial Statements, Accounting, General Ledger, Variance Analysis, Auditing
Education
Florida Atlantic University 2006 — 2007
Masters, Business Administration
Florida International University - College of Business 1997 — 2001
Bachelor of Science, Accounting
Juliana Reyes's Franklin Templeton Investments Experience January 2001 - October 2004
Job Human Resources
Industry Accounting
Experience
PwC March 2007 - Present
Franklin Templeton Investments January 2001 - October 2004
Skills
Human Resources, Operations Management, Fund Accounting, Financial Reporting, Income Tax, Financial Accounting, Leadership, International Tax, Sarbanes-Oxley Act, US GAAP, Corporate Tax, Financial Analysis, Accounting, Management, Performance Management, Tax, SEC filings, Recruiting, Auditing, Tax Accounting
Education
Universitat de Barcelona 2004 — 2005
Master, International Business
Florida Atlantic University 1997 — 2000
BS, Finance & International Business
PwC March 2007 - Present
Franklin Templeton Investments January 2001 - October 2004
Skills
Human Resources, Operations Management, Fund Accounting, Financial Reporting, Income Tax, Financial Accounting, Leadership, International Tax, Sarbanes-Oxley Act, US GAAP, Corporate Tax, Financial Analysis, Accounting, Management, Performance Management, Tax, SEC filings, Recruiting, Auditing, Tax Accounting
Education
Universitat de Barcelona 2004 — 2005
Master, International Business
Florida Atlantic University 1997 — 2000
BS, Finance & International Business
Linda DeMontigny, CPA's Franklin Templeton Investments Experience 2004 - 2008
Job Long Term Accounting Consultant
Industry Accounting
Experience
Invesco / Munich Re/Citi April 2013 - Present
ING Investment Management March 2009 - October 2012
Franklin Templeton Investments 2004 - 2008
Raymond James November 2000 - September 2002
MetLife October 1996 - December 1999
Price Waterhouse Coopers 1988 - 1992
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Strategic Financial..., Accounting, Internal Controls, Sarbanes-Oxley, Financial Modeling, Financial Accounting, Hyperion Enterprise, Investments, GAAP, Asset Managment, Auditing, Risk Management, US GAAP, Portfolio Management, Mutual Funds, IFRS, Managerial Finance, Financial Statements, Finance
Education
Fitchburg State University 1975 — 1979
BSBA, Business Administration
Invesco / Munich Re/Citi April 2013 - Present
ING Investment Management March 2009 - October 2012
Franklin Templeton Investments 2004 - 2008
Raymond James November 2000 - September 2002
MetLife October 1996 - December 1999
Price Waterhouse Coopers 1988 - 1992
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Strategic Financial..., Accounting, Internal Controls, Sarbanes-Oxley, Financial Modeling, Financial Accounting, Hyperion Enterprise, Investments, GAAP, Asset Managment, Auditing, Risk Management, US GAAP, Portfolio Management, Mutual Funds, IFRS, Managerial Finance, Financial Statements, Finance
Education
Fitchburg State University 1975 — 1979
BSBA, Business Administration
Dianely Perez's Franklin Templeton Investments Experience December 2012 - Present
Job Supervisor Global Trade Services at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2012 - Present
Franklin Templeton Investments September 2011 - December 2012
Franklin Templeton Investments June 2009 - September 2011
Franklin Templeton Investments October 2005 - May 2009
Franklin Templeton Investments April 2003 - September 2005
Franklin Templeton Investments January 2001 - April 2003
Franklin Templeton Investments August 1999 - January 2001
Loews Hotels October 1998 - August 1999
Skills
Fund Accounting, Investments, Fund Administration, Asset Management, Equities, Portfolio Management, Bloomberg, Asset Managment, Alternative Investments, Fixed Income, Corporate Actions, Valuation, Financial Services, Hedge Funds, Securities, Capital Markets, Mutual Funds, Financial Markets, Derivatives, Financial Analysis
Education
Florida Atlantic University
BS, Finance and International Business
Franklin Templeton Investments December 2012 - Present
Franklin Templeton Investments September 2011 - December 2012
Franklin Templeton Investments June 2009 - September 2011
Franklin Templeton Investments October 2005 - May 2009
Franklin Templeton Investments April 2003 - September 2005
Franklin Templeton Investments January 2001 - April 2003
Franklin Templeton Investments August 1999 - January 2001
Loews Hotels October 1998 - August 1999
Skills
Fund Accounting, Investments, Fund Administration, Asset Management, Equities, Portfolio Management, Bloomberg, Asset Managment, Alternative Investments, Fixed Income, Corporate Actions, Valuation, Financial Services, Hedge Funds, Securities, Capital Markets, Mutual Funds, Financial Markets, Derivatives, Financial Analysis
Education
Florida Atlantic University
BS, Finance and International Business
Andre Buchanan's Franklin Templeton Investments Experience January 2002 - Present
Job Advisor Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments January 2002 - Present
Skills
Series 7, Series 63, Investments, Wealth Management, Series 6, Asset Allocation, Equities, Alternative Investments, Securities, Fixed Income, Asset Management, Financial Services, Retirement Planning, Portfolio Management
Education
Eckerd College 1996 — 1999
Business Administration and Management, General
Franklin Templeton Investments January 2002 - Present
Skills
Series 7, Series 63, Investments, Wealth Management, Series 6, Asset Allocation, Equities, Alternative Investments, Securities, Fixed Income, Asset Management, Financial Services, Retirement Planning, Portfolio Management
Education
Eckerd College 1996 — 1999
Business Administration and Management, General
Fabian Velandia's Franklin Templeton Investments Experience July 2004 - January 2005
Job Senior Partner Relationship Management Anaylst at Citrix Systems
Industry Information Technology and Services
Experience
Citrix June 2012 - Present
Microsoft Corporation 2010 - January 2011
Hansberger Global Investors February 2005 - January 2009
Franklin Templeton Investments July 2004 - January 2005
IBM Southeast Federal Credit Union January 2003 - May 2004
Bisys Professional Services June 2000 - November 2002
Skills
Financial Accounting, Microsoft Word, Account Management, Bloomberg, Bank Reconciliation, Financial Reporting, Business Analysis, CRM, Testing, Financial Statements, Management, Portfolio Management, Account Reconciliation, Access, Sales, Investments, Microsoft Excel, Finance, Accounting, Team Building, Customer Service
Education
Florida Atlantic University 1996 — 2001
BS, Finance and Real Estate
Florida Atlantic University
B.S, Computer Information Systems
Citrix June 2012 - Present
Microsoft Corporation 2010 - January 2011
Hansberger Global Investors February 2005 - January 2009
Franklin Templeton Investments July 2004 - January 2005
IBM Southeast Federal Credit Union January 2003 - May 2004
Bisys Professional Services June 2000 - November 2002
Skills
Financial Accounting, Microsoft Word, Account Management, Bloomberg, Bank Reconciliation, Financial Reporting, Business Analysis, CRM, Testing, Financial Statements, Management, Portfolio Management, Account Reconciliation, Access, Sales, Investments, Microsoft Excel, Finance, Accounting, Team Building, Customer Service
Education
Florida Atlantic University 1996 — 2001
BS, Finance and Real Estate
Florida Atlantic University
B.S, Computer Information Systems
Dave Stepanek's Franklin Templeton Investments Experience 1997 - 1997
Job CEO, Blue Ocean Advisors, LLC
Industry Investment Management
Experience
Blue Ocean Advisors, LLC December 2009 - Present
Blue Ocean Consultants, LLC 2011 - Present
Cross Keys Capital, LLC October 2008 - 2012
Athena Capital Partners 2006 - 2008
InterCoastal Ventures 2004 - 2006
Advantage Capital Partners 2000 - 2004
Northern Trust 1998 - 2000
Franklin Templeton Investments 1997 - 1997
Raymond James Financial Inc. 1996 - 1996
Skills
Private Equity, Venture Capital, Investment Banking, Wealth Management, Mergers & Acquisitions, Alternative Investments, Corporate Development, Investments, Real Estate, Finance, M&A experience, Investor Relations, Executive Management, Financial Services, Strategy, Portfolio Management, Due Diligence
Education
Eckerd College
BA, International Business
Blue Ocean Advisors, LLC December 2009 - Present
Blue Ocean Consultants, LLC 2011 - Present
Cross Keys Capital, LLC October 2008 - 2012
Athena Capital Partners 2006 - 2008
InterCoastal Ventures 2004 - 2006
Advantage Capital Partners 2000 - 2004
Northern Trust 1998 - 2000
Franklin Templeton Investments 1997 - 1997
Raymond James Financial Inc. 1996 - 1996
Skills
Private Equity, Venture Capital, Investment Banking, Wealth Management, Mergers & Acquisitions, Alternative Investments, Corporate Development, Investments, Real Estate, Finance, M&A experience, Investor Relations, Executive Management, Financial Services, Strategy, Portfolio Management, Due Diligence
Education
Eckerd College
BA, International Business
Louis Mangini, CFA, FRM's Franklin Templeton Investments Experience 2013 - Present
Job Sr. Global Fixed Income Risk Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 2013 - Present
Family Sabbatical -- Obtained the CFA and FRM charters. April 2009 - December 2012
Mellon Capital Management August 2006 - March 2009
Zola Capital Management October 1997 - June 2006
Cole Roesler October 1995 - October 1997
Skills
Portfoilo Management, Trading, Risk Management, Management, Equity Derivatives, Portfolio Management, Equities, Trading Strategies, Series 7, Mutual Funds, Equity Trading, Proprietary Trading, Fixed Income, Wealth Management, Valuation
Education
Excelsior College
Bachelor's degree, Business Administration and Management, General
Franklin Templeton Investments 2013 - Present
Family Sabbatical -- Obtained the CFA and FRM charters. April 2009 - December 2012
Mellon Capital Management August 2006 - March 2009
Zola Capital Management October 1997 - June 2006
Cole Roesler October 1995 - October 1997
Skills
Portfoilo Management, Trading, Risk Management, Management, Equity Derivatives, Portfolio Management, Equities, Trading Strategies, Series 7, Mutual Funds, Equity Trading, Proprietary Trading, Fixed Income, Wealth Management, Valuation
Education
Excelsior College
Bachelor's degree, Business Administration and Management, General
Nathan Erickson's Franklin Templeton Investments Experience June 2007 - February 2009
Job Marketing Director at Air Flow Media
Industry Marketing and Advertising
Experience
Air Flow Media 2009 - Present
Franklin Templeton Investments June 2007 - February 2009
Skills
Online Advertising, Marketing Strategy, Social Media Marketing, Mobile Advertising, Email Marketing, Social Media, Online Marketing, Web Marketing, SEO, Lead Generation, Advertising, Social Networking, Entrepreneurship, Google Adwords, PPC, E-commerce, Marketing, Mobile Marketing, Sales Management, Business Development, Sales, Marketing Communications, Affiliate Marketing, Digital Marketing, Direct Marketing, Media Buying, Online Lead Generation, Product Management, Web Development, Leadership, Website Development, Display Advertising, Conversion Optimization, Facebook Marketing
Education
Fairmont State University 2003 — 2007
BS, Finance
Air Flow Media 2009 - Present
Franklin Templeton Investments June 2007 - February 2009
Skills
Online Advertising, Marketing Strategy, Social Media Marketing, Mobile Advertising, Email Marketing, Social Media, Online Marketing, Web Marketing, SEO, Lead Generation, Advertising, Social Networking, Entrepreneurship, Google Adwords, PPC, E-commerce, Marketing, Mobile Marketing, Sales Management, Business Development, Sales, Marketing Communications, Affiliate Marketing, Digital Marketing, Direct Marketing, Media Buying, Online Lead Generation, Product Management, Web Development, Leadership, Website Development, Display Advertising, Conversion Optimization, Facebook Marketing
Education
Fairmont State University 2003 — 2007
BS, Finance
Brennen Hashem's Franklin Templeton Investments Experience June 2014 - Present
Job Channel SupervisorOutbound Sales with Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2014 - Present
Franklin Templeton Invstments March 2008 - June 2014
Franklin Templeton Investments December 2004 - March 2008
Franklin Templeton Investments June 2003 - December 2004
Franklin Templeton Investments April 1999 - June 2003
Franklin Templeton Investments September 1995 - April 1999
Skills
Sales Management, Customer Satisfaction, Business Analysis, Series 7, Strategic Planning, Sales, Call Centers, Mutual Funds, Customer Service, Separately Managed..., Change Management, Sales Operations, Series 6, Recruiting, Asset Management, Investments, Salesforce.com
Education
Eckerd College
BA, Business
Franklin Templeton Investments June 2014 - Present
Franklin Templeton Invstments March 2008 - June 2014
Franklin Templeton Investments December 2004 - March 2008
Franklin Templeton Investments June 2003 - December 2004
Franklin Templeton Investments April 1999 - June 2003
Franklin Templeton Investments September 1995 - April 1999
Skills
Sales Management, Customer Satisfaction, Business Analysis, Series 7, Strategic Planning, Sales, Call Centers, Mutual Funds, Customer Service, Separately Managed..., Change Management, Sales Operations, Series 6, Recruiting, Asset Management, Investments, Salesforce.com
Education
Eckerd College
BA, Business
Jennifer Grider's Franklin Templeton Investments Experience August 1994 - July 1999
Job Licensed Realtor
Industry Real Estate
Experience
Coldwell Banker Residential Real Estate - Florida April 2015 - Present
RBC February 2004 - March 2009
William R. Hough & Co. January 2001 - February 2004
Robert W. Baird & Co. January 2000 - January 2001
Legg Mason July 1999 - January 2000
Franklin Templeton Investments August 1994 - July 1999
Skills
Negotiation, Social Networking, Creativity Skills, Value Based Selling, Dynamic Communicator, Inspiration
Education
Eckerd College 1996 — 2000
Bachelor's degree, Business Administration and Management, General
Coldwell Banker Residential Real Estate - Florida April 2015 - Present
RBC February 2004 - March 2009
William R. Hough & Co. January 2001 - February 2004
Robert W. Baird & Co. January 2000 - January 2001
Legg Mason July 1999 - January 2000
Franklin Templeton Investments August 1994 - July 1999
Skills
Negotiation, Social Networking, Creativity Skills, Value Based Selling, Dynamic Communicator, Inspiration
Education
Eckerd College 1996 — 2000
Bachelor's degree, Business Administration and Management, General
Catie Callahan's Franklin Templeton Investments Experience May 2005 - August 2005
Job at
Industry Retail
Experience
Trader Joe's October 2010 - Present
Caribou Coffee March 2010 - October 2010
Chartwell's Higher Education Division July 2009 - March 2010
University of North Carolina June 2009 - March 2010
Compass Group March 2007 - March 2010
Compass group Chartwells K-12 May 2008 - June 2009
Dining Services May 2008 - June 2009
Texas State University March 2007 - May 2008
City Furniture June 2006 - January 2007
Franklin Templeton Investments May 2005 - August 2005
Skills
Management, Budgets, Sales, Customer Service, Retail, Payroll, Human Resources, Inventory Control, Food, Profit, Food Service, Spreadsheets, Inventory Management, Merchandising, Recruiting, Microsoft Office, Microsoft Excel, Coaching, PowerPoint, Food, Training, P, Forecasting, Time Management, Store Management, Customer Satisfaction, Employee Training, Leadership, Strategic Planning, Event Planning, Team Building, Event Management, Hiring
Education
Elon University
MBA
Brewster Academy
Elon University
Bachelor of Science, Business Administration
Trader Joe's October 2010 - Present
Caribou Coffee March 2010 - October 2010
Chartwell's Higher Education Division July 2009 - March 2010
University of North Carolina June 2009 - March 2010
Compass Group March 2007 - March 2010
Compass group Chartwells K-12 May 2008 - June 2009
Dining Services May 2008 - June 2009
Texas State University March 2007 - May 2008
City Furniture June 2006 - January 2007
Franklin Templeton Investments May 2005 - August 2005
Skills
Management, Budgets, Sales, Customer Service, Retail, Payroll, Human Resources, Inventory Control, Food, Profit, Food Service, Spreadsheets, Inventory Management, Merchandising, Recruiting, Microsoft Office, Microsoft Excel, Coaching, PowerPoint, Food, Training, P, Forecasting, Time Management, Store Management, Customer Satisfaction, Employee Training, Leadership, Strategic Planning, Event Planning, Team Building, Event Management, Hiring
Education
Elon University
MBA
Brewster Academy
Elon University
Bachelor of Science, Business Administration
Christine Atkinson's Franklin Templeton Investments Experience February 2005 - August 2005
Job Relationship Manager at Bridgeport Capital Services
Industry Financial Services
Experience
Bridgeport Capital Services October 2009 - Present
Imperial Finance & Trading February 2008 - February 2009
Florida Prepaid College Board January 2006 - December 2007
Franklin Templeton Investments February 2005 - August 2005
Kovack Securities, Inc. December 2003 - December 2003
Skills
Financial Modeling, Financial Analysis, Funding, Financial Reporting, Investments, Access, Loans, Portfolio Management, Credit, Credit Analysis, Finance, Financial Services, Customer Service
Education
Florida Atlantic University 2003 — 2004
Bachelor of Business Administration, Finance
Bridgeport Capital Services October 2009 - Present
Imperial Finance & Trading February 2008 - February 2009
Florida Prepaid College Board January 2006 - December 2007
Franklin Templeton Investments February 2005 - August 2005
Kovack Securities, Inc. December 2003 - December 2003
Skills
Financial Modeling, Financial Analysis, Funding, Financial Reporting, Investments, Access, Loans, Portfolio Management, Credit, Credit Analysis, Finance, Financial Services, Customer Service
Education
Florida Atlantic University 2003 — 2004
Bachelor of Business Administration, Finance
Kevin J. Carevic's Franklin Templeton Investments Experience September 1998 - Present
Job Vice President and Senior Advisor Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments September 1998 - Present
Skills
Series 7, Series 63, Mutual Funds, Fixed Income, Equities
Education
Eckerd College
Economics
Franklin Templeton Investments September 1998 - Present
Skills
Series 7, Series 63, Mutual Funds, Fixed Income, Equities
Education
Eckerd College
Economics
Daniel Korpon's Franklin Templeton Investments Experience August 2009 - August 2010
Job Data Analyst at T. Rowe Price
Industry Research
Experience
T. Rowe Price March 2014 - Present
Study Sparkz January 2012 - Present
Neubrain July 2012 - February 2013
Franklin Templeton Investments August 2009 - August 2010
Franklin Templeton Investments November 2007 - August 2009
Franklin Templeton Investments January 2006 - October 2007
Spherion August 2005 - December 2005
Skills
Financial Modeling, Securities, Financial Analysis, Valuation, Fixed Income, Analysis, Visual Basic, Applied Mathematics, Microsoft Excel, Predictive Analytics, Quantitative Modeling, Bayesian inference, Statistical Modeling, Data Mining, MySQL, SAS programming, R, Python, Excel, Minitab, Data Analysis, Bayesian statistics, Bayesian networks, Security Valuation
Education
Towson University 2011 — 2014
Master's Degree, Applied and Industrial Mathematics
Florida Atlantic University 2010 — 2011
BA, Mathematics
Salisbury University 2002 — 2005
BA, Economics, Finance
T. Rowe Price March 2014 - Present
Study Sparkz January 2012 - Present
Neubrain July 2012 - February 2013
Franklin Templeton Investments August 2009 - August 2010
Franklin Templeton Investments November 2007 - August 2009
Franklin Templeton Investments January 2006 - October 2007
Spherion August 2005 - December 2005
Skills
Financial Modeling, Securities, Financial Analysis, Valuation, Fixed Income, Analysis, Visual Basic, Applied Mathematics, Microsoft Excel, Predictive Analytics, Quantitative Modeling, Bayesian inference, Statistical Modeling, Data Mining, MySQL, SAS programming, R, Python, Excel, Minitab, Data Analysis, Bayesian statistics, Bayesian networks, Security Valuation
Education
Towson University 2011 — 2014
Master's Degree, Applied and Industrial Mathematics
Florida Atlantic University 2010 — 2011
BA, Mathematics
Salisbury University 2002 — 2005
BA, Economics, Finance
Christopher Colon's Franklin Templeton Investments Experience February 2006 - June 2013
Job Past Committee Member
Industry Investment Management
Experience
USAA July 2013 - Present
Committee to Elect Amanda Colon for Circuit Court Judge in Pasco / Pinellas County August 2013 - August 2014
Franklin Templeton Investments February 2006 - June 2013
JP Morgan January 2003 - December 2005
Morgan Stanley Dean Witter July 1999 - December 2002
Skills
Mutual Funds, Fixed Income, Series 7, Wealth Management, Investments, Project Management, Relationship Management, Private Placements, Institutional Sales, Institutional Research, Equity Research, Fiduciary Management, Separately Managed..., Qualified Retirement..., Defined Contribution, Emerging Markets, Sovereign Debt, Derivatives, Asset Allocation, Series 63, Series 65, Florida life and health..., Series 6, Investment Strategies, Investment Advisory
Education
Eckerd College
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
New York University
Studying for CFP
S.U.N.Y Farmingdale
University of Pennsylvania - The Wharton School
CIMA Coursework
Villanova University
Certificate, Project Management
USAA July 2013 - Present
Committee to Elect Amanda Colon for Circuit Court Judge in Pasco / Pinellas County August 2013 - August 2014
Franklin Templeton Investments February 2006 - June 2013
JP Morgan January 2003 - December 2005
Morgan Stanley Dean Witter July 1999 - December 2002
Skills
Mutual Funds, Fixed Income, Series 7, Wealth Management, Investments, Project Management, Relationship Management, Private Placements, Institutional Sales, Institutional Research, Equity Research, Fiduciary Management, Separately Managed..., Qualified Retirement..., Defined Contribution, Emerging Markets, Sovereign Debt, Derivatives, Asset Allocation, Series 63, Series 65, Florida life and health..., Series 6, Investment Strategies, Investment Advisory
Education
Eckerd College
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
New York University
Studying for CFP
S.U.N.Y Farmingdale
University of Pennsylvania - The Wharton School
CIMA Coursework
Villanova University
Certificate, Project Management
Latifa Jackson's Franklin Templeton Investments Experience June 1997 - April 2002
Job Financial & Business Consulting Professional
Industry Financial Services
Experience
BayCare Health System August 2015 - Present
Tech Data September 2011 - August 2015
Coca-Cola Enterprises January 2004 - March 2009
PwC February 2003 - March 2004
Franklin Templeton Investments June 1997 - April 2002
Skills
Financial Analysis, Forecasting, Variance Analysis, Financial Reporting, Budgets, Access Database, Project Management, Research, SAP R/3, SAP BW, SAP MM, SAP Implementation, SAP Business Objects..., Strategic Planning, Kronos WFC
Education
Eckerd College
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management
BayCare Health System August 2015 - Present
Tech Data September 2011 - August 2015
Coca-Cola Enterprises January 2004 - March 2009
PwC February 2003 - March 2004
Franklin Templeton Investments June 1997 - April 2002
Skills
Financial Analysis, Forecasting, Variance Analysis, Financial Reporting, Budgets, Access Database, Project Management, Research, SAP R/3, SAP BW, SAP MM, SAP Implementation, SAP Business Objects..., Strategic Planning, Kronos WFC
Education
Eckerd College
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management
Virginia Young's Franklin Templeton Investments Experience June 1992 - June 1995
Job Jewelry Designer at Syd & Clo
Industry Apparel & Fashion
Experience
Syd & Clo September 2005 - Present
Benjamin CK Lau MD INC November 1998 - Present
Financial Network Investment Corporation, Member SIPC July 1995 - July 1998
Franklin Templeton Investments June 1992 - June 1995
Skills
Fashion Design, Jewelry, Office Management, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Marketing, Event Planning, Social Media, Customer Service, Sales, Time Management, Handmade Jewelry, Creative Writing, Project Management, Management, QuickBooks, Medical Billing, Silver, Merchandising, Gems, Marketing Strategy, Retail
Education
University of California, Berkeley 1990 — 1992
BA, Mass Communications
Fashion Institute of Design & Merchandising 1987 — 1989
AA, Fashion Design
Syd & Clo September 2005 - Present
Benjamin CK Lau MD INC November 1998 - Present
Financial Network Investment Corporation, Member SIPC July 1995 - July 1998
Franklin Templeton Investments June 1992 - June 1995
Skills
Fashion Design, Jewelry, Office Management, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Marketing, Event Planning, Social Media, Customer Service, Sales, Time Management, Handmade Jewelry, Creative Writing, Project Management, Management, QuickBooks, Medical Billing, Silver, Merchandising, Gems, Marketing Strategy, Retail
Education
University of California, Berkeley 1990 — 1992
BA, Mass Communications
Fashion Institute of Design & Merchandising 1987 — 1989
AA, Fashion Design
Barbara Currier's Franklin Templeton Investments Experience July 1998 - Present
Job Senior Project Manager, PMP, MBA
Industry Financial Services
Experience
Franklin Templeton Investments July 1998 - Present
Skills
Risk Management, SDLC, Business Analysis, Process Improvement, PMO
Education
University of Phoenix 2002 — 2004
MBA, Global Management
Eckerd College 1994 — 1998
B.S., Economics & Business Management
Franklin Templeton Investments July 1998 - Present
Skills
Risk Management, SDLC, Business Analysis, Process Improvement, PMO
Education
University of Phoenix 2002 — 2004
MBA, Global Management
Eckerd College 1994 — 1998
B.S., Economics & Business Management
Bob Villatore's Franklin Templeton Investments Experience May 2012 - July 2015
Job ...
Industry Retail
Experience
Franklin Templeton Investments May 2012 - July 2015
Williams-Sonoma, Inc. July 2010 - 2011
Williams-Sonoma, Inc. October 2007 - July 2010
United Spinal Association October 2003 - May 2006
Datagraphic October 2003 - May 2006
Typewave April 2002 - August 2003
Ziff Davis Enterprise May 2000 - November 2001
Associated Grocers January 1997 - January 1999
Skills
Adobe CS5, Basic knowledge of CSS..., Pre-press, Brochures, Layout, Illustrator, Image Manipulation, Catalogs, Newsletters, Posters, Business Cards, Flyers, Publications, QuarkXPress, InDesign, Adobe Creative Suite, CSS, Adobe Acrobat, Advertising
Education
Farmingdale State College 2003 — 2006
AA, Ornamental Horticulture
State University of New York College at Oswego 1991 — 1996
BFA, Fine Arts/Graphic Design
Franklin Templeton Investments May 2012 - July 2015
Williams-Sonoma, Inc. July 2010 - 2011
Williams-Sonoma, Inc. October 2007 - July 2010
United Spinal Association October 2003 - May 2006
Datagraphic October 2003 - May 2006
Typewave April 2002 - August 2003
Ziff Davis Enterprise May 2000 - November 2001
Associated Grocers January 1997 - January 1999
Skills
Adobe CS5, Basic knowledge of CSS..., Pre-press, Brochures, Layout, Illustrator, Image Manipulation, Catalogs, Newsletters, Posters, Business Cards, Flyers, Publications, QuarkXPress, InDesign, Adobe Creative Suite, CSS, Adobe Acrobat, Advertising
Education
Farmingdale State College 2003 — 2006
AA, Ornamental Horticulture
State University of New York College at Oswego 1991 — 1996
BFA, Fine Arts/Graphic Design
Tondra Kelly's Franklin Templeton Investments Experience July 1998 - November 2001
Job Reading/Language Arts Teacher at Pinellas County Schools
Industry Primary/Secondary Education
Experience
Pinellas County Schools July 2012 - Present
Pinellas County Schools July 2004 - June 2012
AmSouth Bank June 2002 - June 2004
H&R Block January 2001 - April 2002
Franklin Templeton Investments July 1998 - November 2001
Florida Department of Agriculture and Consumer Services June 1997 - July 1998
Skills
Budgets, Teaching, Classroom, Training, Staff Development, Research, Community Outreach, Curriculum Design, Management, Microsoft Office, Finance, Auditing, Lesson Planning, Literacy, Curriculum Development, Educational Technology, Instructional Technology, Language Arts, Instructional Design, Technology Integration, Differentiated...
Education
University of Florida 2011 — 2013
Educational Specialist, Curriculum and Instruction, Specializing in Educational Technology
University of South Florida 2001 — 2004
Masters, Library and Information Science
Florida Agricultural and Mechanical University 1994 — 1996
B.S, Business Economics
Pinellas County Schools July 2012 - Present
Pinellas County Schools July 2004 - June 2012
AmSouth Bank June 2002 - June 2004
H&R Block January 2001 - April 2002
Franklin Templeton Investments July 1998 - November 2001
Florida Department of Agriculture and Consumer Services June 1997 - July 1998
Skills
Budgets, Teaching, Classroom, Training, Staff Development, Research, Community Outreach, Curriculum Design, Management, Microsoft Office, Finance, Auditing, Lesson Planning, Literacy, Curriculum Development, Educational Technology, Instructional Technology, Language Arts, Instructional Design, Technology Integration, Differentiated...
Education
University of Florida 2011 — 2013
Educational Specialist, Curriculum and Instruction, Specializing in Educational Technology
University of South Florida 2001 — 2004
Masters, Library and Information Science
Florida Agricultural and Mechanical University 1994 — 1996
B.S, Business Economics
Brandon Patronaggio's Franklin Templeton Investments Experience August 2005 - Present
Job Fund Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2005 - Present
Skills
Equities, Mutual Funds, Investments, Fixed Income, Derivatives, Securities, Fund Of Funds
Education
Florida Atlantic University 1996 — 1999
Bachelor of Science (B.S.), Accounting
Franklin Templeton Investments August 2005 - Present
Skills
Equities, Mutual Funds, Investments, Fixed Income, Derivatives, Securities, Fund Of Funds
Education
Florida Atlantic University 1996 — 1999
Bachelor of Science (B.S.), Accounting
Douglas Alster, CPA's Franklin Templeton Investments Experience August 2004 - February 2008
Job Tax Manager at JGWPT Holdings LLC
Industry Financial Services
Experience
JGWPT Holdings, LLC Parent of J.G. Wentworth, LLC and Peachtree Settlement Funding, LLC February 2008 - Present
Franklin Templeton Investments August 2004 - February 2008
Morrion, Brown, Argiz & Farra, LLP February 2002 - August 2004
PwC January 1998 - February 2002
Skills
Tax
Education
Florida Atlantic University 1997 — 1999
Bachelor of Science (B.S.), Accounting
University of South Florida
Bachelor of Applied Science (B.A.Sc.)
JGWPT Holdings, LLC Parent of J.G. Wentworth, LLC and Peachtree Settlement Funding, LLC February 2008 - Present
Franklin Templeton Investments August 2004 - February 2008
Morrion, Brown, Argiz & Farra, LLP February 2002 - August 2004
PwC January 1998 - February 2002
Skills
Tax
Education
Florida Atlantic University 1997 — 1999
Bachelor of Science (B.S.), Accounting
University of South Florida
Bachelor of Applied Science (B.A.Sc.)
LaToya Stanley's Franklin Templeton Investments Experience October 1997 - June 2010
Job Data Entry Operator at Arizona Department of Revenue
Industry Mental Health Care
Experience
Arizona Dept of Revenue January 2013 - February 2014
Arizona Department of Revenue January 2013 - February 2014
Premier RV & Storage May 2012 - December 2012
Franklin Templeton Investments October 1997 - June 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Microsoft Word, Access, Customer Service, Research, Windows, Business Analysis, SQL, Teamwork, Team Leadership, Analysis, Project Management, Visio, Leadership
Education
Glendale Community College 2013 — 2016
Estrella Mountain Community College 2012 — 2013
Arizona Dept of Revenue January 2013 - February 2014
Arizona Department of Revenue January 2013 - February 2014
Premier RV & Storage May 2012 - December 2012
Franklin Templeton Investments October 1997 - June 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Microsoft Word, Access, Customer Service, Research, Windows, Business Analysis, SQL, Teamwork, Team Leadership, Analysis, Project Management, Visio, Leadership
Education
Glendale Community College 2013 — 2016
Estrella Mountain Community College 2012 — 2013
Elizabeth Folk's Franklin Templeton Investments Experience February 1994 - Present
Job Business Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments February 1994 - Present
Skills
Analysis, Business Analysis, Financial Analysis, Microsoft Office, PMO
Education
Eckerd College 2009 — 2011
Bachelor of Arts (B.A.), History
Eckerd College 2009 — 2011
Bachelor of Arts (B.A.), History
Franklin Templeton Investments February 1994 - Present
Skills
Analysis, Business Analysis, Financial Analysis, Microsoft Office, PMO
Education
Eckerd College 2009 — 2011
Bachelor of Arts (B.A.), History
Eckerd College 2009 — 2011
Bachelor of Arts (B.A.), History
Darren Doughty's Franklin Templeton Investments Experience August 2004 - Present
Job VP / Senior Advisor Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2004 - Present
Franklin Templeton Investments August 2000 - August 2004
Education
Fairfield University 1993 — 1997
Politics
Franklin Templeton Investments August 2004 - Present
Franklin Templeton Investments August 2000 - August 2004
Education
Fairfield University 1993 — 1997
Politics
Vanguard
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments