Philip Horner, Cfa
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Philip Horner, Cfa Email & Phone Number

SVP, Client Relationship Manager - US Institutional at Franklin Templeton
Location: Brea, California, United States 5 work roles 2 schools
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Current company
Franklin Templeton
Role
SVP, Client Relationship Manager - US Institutional
Location
Brea, California, United States
Company size
12060 employees

Who is Philip Horner, Cfa? Overview

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Philip Horner, Cfa is listed as SVP, Client Relationship Manager - US Institutional at Franklin Templeton, a with 12060 employees, based in Brea, California, United States. AeroLeads shows a matched LinkedIn profile for Philip Horner, Cfa.

Philip Horner, Cfa previously worked as Client Service Executive - Institutional Corporate Clients at Western Asset Management and Senior Client Service Associate - Institutional Corporate Clients at Western Asset Management. Philip Horner, Cfa holds Master Of Divinity (M.Div.) from Gateway Seminary Of The Southern Baptist Convention.

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Email format at Franklin Templeton

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Franklin Templeton

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About Philip Horner, Cfa

Experienced Institutional Relationship Manager with a demonstrated history of working in the investment management industry. Successfully raised $7+ billion in assets with responsibility for $18+ billion in AUM. Skilled in Customer Relationship Management (CRM), Securities, Asset Management, Separate Accounts, Mutual Funds, and Investment Management.

Current workplace

Philip Horner, Cfa's current company

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Franklin Templeton
Franklin Templeton
SVP, Client Relationship Manager - US Institutional
Brea, CA, US
Website
franklinresources.com
Employees
12060
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5 roles

Philip Horner, Cfa work experience

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Client Service Executive - Institutional Corporate Clients

Current
Western Asset Management

Pasadena, Ca

Institutional Corporate Client Relationship Manager•Oversee 37 Client and Prospect Relationships representing $18.6 billion in assets across multiple US regions•Raised $7 billion in additional AUM•Asset types include Corporate Cash, Defined Benefit (DB) Plans, Defined Contribution (DC/401k) Plans, VEBA, and Deferred Compensation•Strategies include Broad Market, Unconstrained, Liquid Alternatives and Sector Specific, including Government, Investment Grade Credit, High Yield Credit, Bank Loans, Emerging Markets, Structured Products and DerivativesResponsibilities include:•Developing strategic client partnerships through relationship development, client retention and cross-selling•Market and Strategy analysis and review•Client meetings: on and off-site, board and committee meetings•Custom solution development for corporate cash, pension funded-status improvement and de-risking (Liability Driven Investing/LDI), Custom 401k Fixed Income strategies•Development and execution of ongoing client strategy management

Aug 2014 - Present

Senior Client Service Associate - Institutional Corporate Clients

Western Asset Management

Pasadena, Ca

•Strengthen client relationships through market discussions, product education and opportunities, strategy updates, and developing customized mandates to meet clients' risk and return objectives•Participate in cross sell opportunities through customizing investment product materials, connecting clients with key product drivers, and presenting firm capabilities•Prepare market, sector, and asset allocation research •Provide regular client updates on portfolio strategy, performance, and holdings•Supervise and train CSA team members

Jun 2010 - Jul 2014

Compliance Officer

Western Asset Management

Pasadena, Ca

•Monitor/coordinate daily compliance monitoring for 70+ accounts, including reporting, research, and guideline negotiation, as well as open issues tracking for Pasadena Compliance Officers•Manage/coordinate liquidity review process with trading desk•Compliance liaison for restricted/private securities/issuer monitoring •Coordinate broker set-up and maintenance & broker system with multiple departments, including ongoing development of improved database/workflow•Train/mentor new compliance officers•Responsible for account assignments within group

Sep 2007 - Jun 2010

Pastor Of Student Ministries

Pacific Church Of Irvine

Irvine, Ca

Mar 2006 - Jun 2008
Team & coworkers

Colleagues at Franklin Templeton

Other employees you can reach at franklinresources.com. View company contacts for 12060 employees →

DL Divya Laxmi Vudtha Divya Laxmi Vudtha Colleague at Franklin TempletonHyderabad, Telangana, India View → SM Steve Marion-Walker Steve Marion-Walker Colleague at Franklin TempletonNovato, California, United States View → GW George W Bugler Iii George W Bugler Iii Colleague at Franklin TempletonDracut, Massachusetts, United States View → TS Teresa Sibbio Teresa Sibbio Colleague at Franklin TempletonYork, Ontario, Canada View → DT Don Taylor Don Taylor Colleague at Franklin TempletonFort Lee, New Jersey, United States View → AH Adrianna Herman Adrianna Herman Colleague at Franklin TempletonPoznań, Wielkopolskie, Poland View → SO Stacy Overstreet Stacy Overstreet Colleague at Franklin TempletonLiberty, Kentucky, United States View → PP Phil Pegram Phil Pegram Colleague at Franklin TempletonSan Francisco Bay Area, United States View → GI Ganesh Inguva Ganesh Inguva Colleague at Franklin TempletonHyderabad, Telangana, India View → CS Chris Shope S Chris Shope S Colleague at Franklin TempletonCitrus Heights, California, United States View →
2 education records

Philip Horner, Cfa education

FAQ

Frequently asked questions about Philip Horner, Cfa

Quick answers generated from the profile data available on this page.

What company does Philip Horner, Cfa work for?

Philip Horner, Cfa works for Franklin Templeton.

What is Philip Horner, Cfa's role at Franklin Templeton?

Philip Horner, Cfa is listed as SVP, Client Relationship Manager - US Institutional at Franklin Templeton.

Where is Philip Horner, Cfa based?

Philip Horner, Cfa is based in Brea, California, United States while working with Franklin Templeton.

What companies has Philip Horner, Cfa worked for?

Philip Horner, Cfa has worked for Franklin Templeton, Western Asset Management, and Pacific Church Of Irvine.

Who are Philip Horner, Cfa's colleagues at Franklin Templeton?

Philip Horner, Cfa's colleagues at Franklin Templeton include Divya Laxmi Vudtha, Steve Marion-Walker, George W Bugler Iii, Teresa Sibbio, and Don Taylor.

How can I contact Philip Horner, Cfa?

You can use AeroLeads to view verified contact signals for Philip Horner, Cfa at Franklin Templeton, including work email, phone, and LinkedIn data when available.

What schools did Philip Horner, Cfa attend?

Philip Horner, Cfa holds Master Of Divinity (M.Div.) from Gateway Seminary Of The Southern Baptist Convention.

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