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Paul Roche Email & Phone Number
Client Service and Strategic Partnership Director for Retirement and Insurance
at
Franklin Templeton
2 work emails found
@putnam.com
1 phone found area 617
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Service and Strategic Partnership Director for Retirement and Insurance
Location
Melrose, Massachusetts, United States
Company size
Who is Paul Roche? Overview
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Quick answer
Paul Roche is listed as Client Service and Strategic Partnership Director for Retirement and Insurance at Franklin Templeton, a company with 12060 employees, based in Melrose, Massachusetts, United States. AeroLeads shows a work email signal at putnam.com, phone signal with area code 617, and a matched LinkedIn profile for Paul Roche.
Paul Roche previously worked as Client Service & Strategic Partnership Director for Retirement & Insurance at Franklin Templeton and Senior Strategic Relationship Manager at Putnam Investments. Paul Roche studied at University Of Massachusetts Amherst.
Company email context
Email format at Franklin Templeton
This section adds company-level context without repeating Paul Roche's masked contact details.
{first}_{last}@putnam.com
89% confidence
AeroLeads found 2 current-domain work email signals for Paul Roche. Compare company email patterns before reaching out.
Profile bio
About Paul Roche
Paul Roche is a Client Service and Strategic Partnership Director for Retirement and Insurance at Franklin Templeton. He possess expertise in series 63, series 7, finra, portfolio management, series 65 and 16 more skills.
Listed skills include Series 63, Series 7, Finra, Portfolio Management, and 17 others.
Current workplace
Paul Roche's current company
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Franklin Templeton
7 roles · 35 years
Paul Roche work experience
A career timeline built from the work history available for this profile.
Client Service & Strategic Partnership Director For Retirement & Insurance
Current
Jan 2024 - Present
Senior Strategic Relationship Manager
- Responsible for Putnam’s 30 Largest Strategic Accounts in both the Insurance & RIA channels – AIG, Equitable, Guardian, Lincoln, Nationwide, Symetra, Charles Schwab, Fidelity, etc.. - Responsible for proactively driving product placement, new assets and increasing firm revenue within key research-directed distribution platforms, including communicating.
Aug 2012 - Jan 2024
Sr Regional Marketing Associate
Partner with external wholesaler, Sam Lieberman, in the bank and broker dealer channels in New York City Develop and retain relationships with key advisors in major wire houses and banks, sharing sales ideas, providing product updates, prospecting, and leveraging Putnam resources to help advisors increase their businessTravel in territory to conduct one on.
Mar 2006 - Jul 2012
Financial Advisor
Aug 2005 - Feb 2006
Proprietary Sales Trader
Pure Trading
Junior partner in a start-up equity hedge fund
Aug 2004 - Mar 2005
Assistant Vice-President, Trading Specialist And Marketing
Managed Market Making and Trading for a specific book of stocksSuccessfully managed current firm relationships and cultivated new customer opportunitiesOrganized customer conferences and corporate outings for current and potential clientsBuilt a relationship with two key decision makers thru telephone and personal contact that tripled new customer orders..
1991 - 2004
~13 yrs
Team & coworkers
Colleagues at Franklin Templeton
Other employees you can reach at franklinresources.com. View company contacts for 12060 employees →
VG
Varun Goyal
Colleague at Franklin TempletonHyderabad, Telangana, India, India
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TR
Tom Rankin
Colleague at Franklin TempletonPeabody, Massachusetts, United States, United States
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LL
Laurence L.
Colleague at Franklin TempletonGreater Edinburgh Area, United Kingdom
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RC
Regina Carbaat
Colleague at Franklin TempletonEdinburgh, Scotland, United Kingdom, United Kingdom
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AD
Adam Deangelis
Colleague at Franklin TempletonCedar Park, Texas, United States, United States
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PH
Patti Huang
Colleague at Franklin TempletonSan Francisco, California, United States, United States
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HT
Hari Tiwari
Colleague at Franklin TempletonAndhra Pradesh, India, India
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EN
Ed Newton
Colleague at Franklin TempletonGreater Sacramento, United States
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RK
Ramesh Kumar Mataparthi
Colleague at Franklin TempletonHyderabad, Telangana, India, India
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DS
Daniel Shambra
Colleague at Franklin TempletonAntelope, California, United States, United States
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Varun Goyal
Colleague at Franklin TempletonHyderabad, Telangana, India, India
View →
TR
Tom Rankin
Colleague at Franklin TempletonPeabody, Massachusetts, United States, United States
View →
LL
Laurence L.
Colleague at Franklin TempletonGreater Edinburgh Area, United Kingdom
View →
RC
Regina Carbaat
Colleague at Franklin TempletonEdinburgh, Scotland, United Kingdom, United Kingdom
View →
AD
Adam Deangelis
Colleague at Franklin TempletonCedar Park, Texas, United States, United States
View →
PH
Patti Huang
Colleague at Franklin TempletonSan Francisco, California, United States, United States
View →
HT
Hari Tiwari
Colleague at Franklin TempletonAndhra Pradesh, India, India
View →
EN
Ed Newton
Colleague at Franklin TempletonGreater Sacramento, United States
View →
RK
Ramesh Kumar Mataparthi
Colleague at Franklin TempletonHyderabad, Telangana, India, India
View →
DS
Daniel Shambra
Colleague at Franklin TempletonAntelope, California, United States, United States
View →
1 education record
Paul Roche education
FAQ
Frequently asked questions about Paul Roche
Quick answers generated from the profile data available on this page.
What company does Paul Roche work for?
Paul Roche works for Franklin Templeton.
What is Paul Roche's role at Franklin Templeton?
Paul Roche is listed as Client Service and Strategic Partnership Director for Retirement and Insurance at Franklin Templeton.
What is Paul Roche's email address?
AeroLeads has found 2 work email signals at @putnam.com for Paul Roche at Franklin Templeton.
What is Paul Roche's phone number?
AeroLeads has found 1 phone signal(s) with area code 617 for Paul Roche at Franklin Templeton.
Where is Paul Roche based?
Paul Roche is based in Melrose, Massachusetts, United States while working with Franklin Templeton.
What companies has Paul Roche worked for?
Paul Roche has worked for Franklin Templeton, Putnam Investments, New York Life Insurance Company, Pure Trading, and Moors & Cabot.
Who are Paul Roche's colleagues at Franklin Templeton?
Paul Roche's colleagues at Franklin Templeton include Varun Goyal, Tom Rankin, Laurence L., Regina Carbaat, and Adam Deangelis.
How can I contact Paul Roche?
You can use AeroLeads to view verified contact signals for Paul Roche at Franklin Templeton, including work email, phone, and LinkedIn data when available.
What schools did Paul Roche attend?
Paul Roche studied at University Of Massachusetts Amherst.
What skills is Paul Roche known for?
Paul Roche is listed with skills including Series 63, Series 7, Finra, Portfolio Management, Series 65, Strategy, Investment Advisory, and Mutual Funds.
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