Nikki (Wanless) Smith
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Nikki (Wanless) Smith Email & Phone Number

VP, National Account Manager at Franklin Templeton at Franklin Templeton
Location: United States, United States, United States 7 work roles 3 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Franklin Templeton
Role
VP, National Account Manager at Franklin Templeton
Location
United States, United States, United States
Company size
11605 employees

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 company with 11605 employees, based in United States, United States, 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
Franklin Templeton
VP, National Account Manager at Franklin Templeton
san mateo, california, united states
Website
franklinresources.com
Employees
11605
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7 roles

Nikki (Wanless) Smith work experience

A career timeline built from the work history available for this profile.

Vp, National Account Manager

Current
Franklin Templeton

Boston, Massachusetts, United States

Jun 2024 - Present

National Account Manager

Franklin Templeton

Boston, Massachusetts, United States

Jan 2024 - Jun 2024

Relationship Manager

Putnam Investments

Boston, Massachusetts, United States

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

Associate Advisor Consultant, Internal Wholesaler

Putnam Investments

Andover, MA

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.

Jan 2016 - Sep 2018

Dealer Marketing Services Representative

Putnam Investments

Andover, Massachusetts

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.

Jun 2015 - Dec 2015

Sales & Marketing Intern

Putnam Investments

Andover, MA

  • 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 →

SV Shailesh Vadiya Shailesh Vadiya Colleague at Franklin Templeton Rajkot, Gujarat, India, India View → NS Naga Sai Tejesh Grandhi Naga Sai Tejesh Grandhi Colleague at Franklin Templeton West Godavari, Andhra Pradesh, India, India View → TY Ting Yi T. Ting Yi T. Colleague at Franklin Templeton Taiwan, Taiwan, Province Of China View → PA Peter Apsley Peter Apsley Colleague at Franklin Templeton Carmichael, California, United States, United States View → AC Anna Czerwinska Anna Czerwinska Colleague at Franklin Templeton Poznań, Wielkopolskie, Poland, Poland View → SP Shelly Painter Shelly Painter Colleague at Franklin Templeton Traverse City, Michigan, United States, United States View → RB Roxanne Bellille Roxanne Bellille Colleague at Franklin Templeton Greater Tampa Bay Area, United States View → TM Tamra Mcclenaghan (She/Her) Tamra Mcclenaghan (She/Her) Colleague at Franklin Templeton Greater Sacramento, United States View → CH Christopher Hess, Cfa Christopher Hess, Cfa Colleague at Franklin Templeton Greater Tampa Bay Area, United States View → UR Utkarsh Rastogi Utkarsh Rastogi Colleague at Franklin Templeton Ahmedabad, Gujarat, India, India View →
3 education records

Nikki (Wanless) Smith education

Education record

Canton High School

Activities and Societies: Varsity Field Hockey Captain, Varsity Ice Hockey Captain, Link Leader, Spanish Club, National Charity League

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, United States, 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 Shailesh Vadiya, Naga Sai Tejesh Grandhi, Ting Yi T., Peter Apsley, and Anna Czerwinska.

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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