As the Midwest VP Private Wealth Director RIAs at Franklin Templeton, I leverage my CIMA and Series 7 credentials and over 15 years of experience in wealth and retirement management to build and maintain strong relationships with registered investment advisors (RIAs), bank trusts, and family ...more

As the Midwest VP Private Wealth Director RIAs at Franklin Templeton, I leverage my CIMA and Series 7 credentials and over 15 years of experience in wealth and retirement management to build and maintain strong relationships with registered investment advisors (RIAs), bank trusts, and family offices in the region. I travel within the territory and meet with analysts, investment committees, and CIOs to understand their needs and objectives, and to provide them with tailored solutions and services from Franklin Templeton's diverse and global portfolio of products.less