Vp, National Account Manager
Current
Jun 2024 - Present
AeroLeads people directory · profile
Nikki (Wanless) Smith Email & Phone Number
VP, National Account Manager at Franklin Templeton
at
Franklin Templeton
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
VP, National Account Manager at Franklin Templeton
Location
United States
Company size
Who is Nikki (Wanless) Smith? Overview
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Quick answer
Nikki (Wanless) Smith is listed as VP, National Account Manager at Franklin Templeton at Franklin Templeton, a with 11605 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Nikki (Wanless) Smith.
Nikki (Wanless) Smith previously worked as VP, National Account Manager at Franklin Templeton and National Account Manager at Franklin Templeton. Nikki (Wanless) Smith holds Bachelor'S Degree, Communication And Media Studies, Marketing from Merrimack College.
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Email format at Franklin Templeton
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Franklin Templeton
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Profile bio
About Nikki (Wanless) Smith
FINRA Licenses: 7, 63, 6The views expressed are my own and not of Franklin Templeton or Putnam Investments. This material should not be construed as individual investment advice or a recommendation regarding securities investments. All investments involve risk including possible loss of principal. Products and services may not be available in all jurisdictions. Please review the Franklin Templeton Privacy and Cookie Notice: https://www.franklintempletonglobal.com/privacy. © Franklin Distributors, LLC. Members FINRA/SIPC. Putnam Investments is a Franklin Templeton company.
Current workplace
Nikki (Wanless) Smith's current company
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Franklin Templeton
7 roles
Nikki (Wanless) Smith work experience
A career timeline built from the work history available for this profile.
National Account Manager
Jan 2024 - Jun 2024
Relationship Manager
Oversee and manage some of Putnam's largest relationships within the Independent Broker Dealer Channel. Responsible for proactively driving product placement on platforms as well as expanding Putnam's footprint at our key partners.
Oct 2019 - Jan 2024
Senior Associate Advisor Consultant
Oct 2018 - Oct 2019
Associate Advisor Consultant, Internal Wholesaler
Built relationships with financial advisors across all distribution channels in the Central region of the US (OH, PA, WV, IN) - providing prospecting tools, wealth management ideas, market updates, and product solutions. I worked with two external wholesalers in the field as a partner to increase investments in our territory. Additionally, I improved my presentation skills through quarterly pitches to my region and a mutual fund positioning presentation to participants including management, and portfolio managers.
Jan 2016 - Sep 2018
Dealer Marketing Services Representative
As a Dealer Marketing Service Representative, I managed inbound calls from brokers and financial advisors concerning Putnam products. The relationships between Putnam and brokers were enhanced by providing internal proactive sales support and exceeding the brokers expectations. I also supported several wholesaler teams, helping with analysis of funds, scheduling, and generating awareness of Putnam’s value proposition.
Jun 2015 - Dec 2015
Sales & Marketing Intern
• Created mutual fund hypothetical reports for over 40 Internal Wholesalers and 10 Dealer Marketing Service Representatives to be sent to advisors and used as sales tools showing past performances to promote future trades.• Prepared presentation and marketing materials for Regional Marketing Directors to increase the exposure, recognition, and understanding of Putnam’s retail mutual funds in their respective territories.•Complete various projects for all levels of management involving Microsoft Excel, Word and Salesforce on a daily basis.
Jun 2014 - Jan 2015
Team & coworkers
Colleagues at Franklin Templeton
Other employees you can reach at franklinresources.com. View company contacts for 11605 employees →
RK
Rajesh Kumar Arugonda
Colleague at Franklin TempletonHyderabad, Telangana, India
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SM
Santosh Malekar
Colleague at Franklin TempletonHyderabad, Telangana, India
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JV
John Villa
Colleague at Franklin TempletonSacramento, California, United States
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PA
Przemysław Aurast
Colleague at Franklin TempletonPoznań, Wielkopolskie, Poland
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GP
Guttikonda Phaneendra
Colleague at Franklin TempletonHyderabad, Telangana, India
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EF
Ena Fares
Colleague at Franklin TempletonGreater Toronto Area, Canada
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KT
Katarzyna Thomas
Colleague at Franklin TempletonPoznań, Wielkopolskie, Poland
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MD
Michael Dean
Colleague at Franklin TempletonSacramento, California, United States
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NŻ
Natalia Żebrowska
Colleague at Franklin TempletonPoznań, Wielkopolskie, Poland
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DN
Dijamco Noni
Colleague at Franklin TempletonSan Mateo, California, United States
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Rajesh Kumar Arugonda
Colleague at Franklin TempletonHyderabad, Telangana, India
View →
SM
Santosh Malekar
Colleague at Franklin TempletonHyderabad, Telangana, India
View →
JV
John Villa
Colleague at Franklin TempletonSacramento, California, United States
View →
PA
Przemysław Aurast
Colleague at Franklin TempletonPoznań, Wielkopolskie, Poland
View →
GP
Guttikonda Phaneendra
Colleague at Franklin TempletonHyderabad, Telangana, India
View →
EF
Ena Fares
Colleague at Franklin TempletonGreater Toronto Area, Canada
View →
KT
Katarzyna Thomas
Colleague at Franklin TempletonPoznań, Wielkopolskie, Poland
View →
MD
Michael Dean
Colleague at Franklin TempletonSacramento, California, United States
View →
NŻ
Natalia Żebrowska
Colleague at Franklin TempletonPoznań, Wielkopolskie, Poland
View →
DN
Dijamco Noni
Colleague at Franklin TempletonSan Mateo, California, United States
View →
3 education records
Nikki (Wanless) Smith education
Bachelor'S Degree, Communication And Media Studies, Marketing
Study Abroad
Education record
Canton High School
FAQ
Frequently asked questions about Nikki (Wanless) Smith
Quick answers generated from the profile data available on this page.
What company does Nikki (Wanless) Smith work for?
Nikki (Wanless) Smith works for Franklin Templeton.
What is Nikki (Wanless) Smith's role at Franklin Templeton?
Nikki (Wanless) Smith is listed as VP, National Account Manager at Franklin Templeton at Franklin Templeton.
Where is Nikki (Wanless) Smith based?
Nikki (Wanless) Smith is based in United States while working with Franklin Templeton.
What companies has Nikki (Wanless) Smith worked for?
Nikki (Wanless) Smith has worked for Franklin Templeton and Putnam Investments.
Who are Nikki (Wanless) Smith's colleagues at Franklin Templeton?
Nikki (Wanless) Smith's colleagues at Franklin Templeton include Rajesh Kumar Arugonda, Santosh Malekar, John Villa, Przemysław Aurast, and Guttikonda Phaneendra.
How can I contact Nikki (Wanless) Smith?
You can use AeroLeads to view verified contact signals for Nikki (Wanless) Smith at Franklin Templeton, including work email, phone, and LinkedIn data when available.
What schools did Nikki (Wanless) Smith attend?
Nikki (Wanless) Smith holds Bachelor'S Degree, Communication And Media Studies, Marketing from Merrimack College.
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