Franklin Templeton Investments Mar 2010 - Apr 2015
Client Services Relationship Manager
Fiduciary Trust Company International Mar 2010 - Apr 2015
High Net Worth Relationship Associate and Business Developement Associate
Franklin Templeton Investments Aug 2007 - Mar 2010
High Net Worth Business Associate and Trust Administrator
Franklin Templeton Investments Jun 2005 - Aug 2007
Customer Service Specialist
Franklin Templeton Investments Nov 2001 - Jun 2005
Operations Officer
Education:
Cannon Financial Institute 2019 - 2019
Skills:
Mutual Funds Investments Financial Services Customer Service Management Asset Management Microsoft Office Wealth Management Finance Banking Relationship Management
Palisades Elementary School Pearl City HI 1972-1978, Walnut Creek Intermediate School Walnut Creek CA 1979-1979, Highlands Intermediate School Pearl City HI 1979-1980