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@franklintempleton.com
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4 phones found area 212, 239, and 415
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Jonathan Burley is listed as Director, Private Wealth Platforms, Franklin Templeton at Franklin Templeton Investments, a company with 11605 employees, based in Wilton Center, Connecticut, United States. AeroLeads shows a work email signal at franklintempleton.com, phone signal with area code 212, 239, 415, and a matched LinkedIn profile for Jonathan Burley.
Jonathan Burley previously worked as Director: Private Wealth at Franklin Templeton Investments and Director, Institutional Client Business at Blackrock. Jonathan Burley holds Bachelor Of Arts, Political Science And International Relations, Honors from The University Of British Columbia.
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Senior Sales Executive with extensive experience in the development and implementation of successful sales strategies. Proven ability to market an array of complex products to the Private Client channels in the U.S, European and Middle Eastern Capital Markets. Established track record of working across business and product lines to develop a more solutions-based approach to generating sales.CONSISTENT AND STRONG SALES RESULTS:Accomplished track record of developing new businesses, managing existing relationships and exceeding sales targets.MANAGEMENT EXPERIENCE:Managing sales teams to ensure effective account coverage, stronger client relationships, and employee development.PRODUCT KNOWLEDGE:Marketing an array of complex products (e.g. derivatives, credit, Interest rate, currency, commodity and equity-linked products) to a diverse client base. CROSS-FUNCTIONAL APPROACH: Close coordination between clients, Product Development, Trading and Legal to develop more customized product offerings.US DISCLAIMERFranklin Templeton Distributors, Inc. (“FTDI”) is the principal distributor of Franklin Templeton Investments’ (“FTI’s”) U.S. registered products, which are available only in jurisdictions where an offer or solicitation of such products is permitted under applicable law. Statements and messages are intended for U.S. residents only.All investments involve risk including possible loss of principal.FTDI reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. FTDI will not accept purchase or sale orders via LinkedIn or its messaging systems. FTDI is not responsible for content posted by third-parties. Never disclose FTI account or personal financial information on LinkedIn. LinkedIn is owned by a third-party unaffiliated with FTI and FTI is not responsible for the privacy or security policies or content of LinkedIn or other sites that may be linked to LinkedIn.
Listed skills include Capital Markets, Derivatives, Equities, Portfolio Management, and 18 others.
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Wilton, Connecticut, United States
Responsible for covering centralized investment research for the largest, most strategically important TAMPs, RIAs and Custodial Planforms. Main focus is on RIA aggregators whereby I am responsible for developing and implementing complex strategic partnership agreements to align with home office business priorities focusing on both delivering financial.
San Francisco Bay Area
San Francisco, CA
San Francisco Bay Area
Managed the internal Wells Fargo Advisors sales channel for 8 states reporting directly to the Head of Western U.S. Sales.Implemented greater automation to the sales cycle freeing up time to focus on more productive sales initiatives. Mentored two analysts (dotted-line reports), one of the analysts subsequently moved into a senior sales role and was.
New York, NY
Transferred to New York to set up a new business line for Rabobank. Wrote a business plan for creating a new financing initiative for the capital markets group. The plan was approved by the board of Rabobank International.o Closed a $1.2 billion financing trade with a major U.S. investment bank, netting annual fees of $2.4 million
London, United Kingdom
Created a new private bank and wealth management account base in Monaco which generated over €6 million in annual profits during a three year period. Monaco subsequently became the largest European market for Rabobank structured products outside the Dutch domestic market.
Other employees you can reach at franklinresources.com. View company contacts for 11605 employees →
Jimmie D'Onofrio, Cfa
Colleague at Franklin Templeton Investments
Chicago, Illinois, United States, United States
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VA
Vijay Advani
Colleague at Franklin Templeton Investments
Palo Alto, California, United States, United States
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LP
Linda Pine
Colleague at Franklin Templeton Investments
Wilmington, Delaware, United States, United States
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CS
Chandra Sekhr Sakhamuri
Colleague at Franklin Templeton Investments
India, India
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MC
Mark Conroy Cima® Aif®
Colleague at Franklin Templeton Investments
Charlotte, North Carolina, United States, United States
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RB
Rajarajan Bangaru
Colleague at Franklin Templeton Investments
Tiruvallur, Tamil Nadu, India, India
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VG
Veerendra Gajjarapu
Colleague at Franklin Templeton Investments
Hyderabad, Telangana, India, India
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MD
Marcy Devik
Colleague at Franklin Templeton Investments
United States, United States
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SC
Subhadip Chatterjee
Colleague at Franklin Templeton Investments
Kolkata, West Bengal, India, India
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BD
Bibhu Das
Colleague at Franklin Templeton Investments
Hyderabad, Telangana, India, India
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Activities and Societies: Rugby, Finance Club, International Relations Students Association.o Awarded the Alex Johnson Bursary for.
Activities and Societies: Rugby, Field Hockey, Debating Society, Army Cadets.
Quick answers generated from the profile data available on this page.
Jonathan Burley works for Franklin Templeton Investments.
Jonathan Burley is listed as Director, Private Wealth Platforms, Franklin Templeton at Franklin Templeton Investments.
AeroLeads has found 1 work email signal at @franklintempleton.com for Jonathan Burley at Franklin Templeton Investments.
AeroLeads has found 4 phone signal(s) with area code 212, 239, 415 for Jonathan Burley at Franklin Templeton Investments.
Jonathan Burley is based in Wilton Center, Connecticut, United States while working with Franklin Templeton Investments.
Jonathan Burley has worked for Franklin Templeton Investments, Blackrock, Wells Fargo Securities, Rabobank, and Lehman Brothers.
Jonathan Burley's colleagues at Franklin Templeton Investments include Jimmie D'Onofrio, Cfa, Vijay Advani, Linda Pine, Chandra Sekhr Sakhamuri, and Mark Conroy Cima® Aif®.
You can use AeroLeads to view verified contact signals for Jonathan Burley at Franklin Templeton Investments, including work email, phone, and LinkedIn data when available.
Jonathan Burley holds Bachelor Of Arts, Political Science And International Relations, Honors from The University Of British Columbia.
Jonathan Burley is listed with skills including Capital Markets, Derivatives, Equities, Portfolio Management, Sales, Bonds, Fixed Income, and Investment Banking.
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