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Scott Caulfield Email & Phone Number

Vice President- Senior Advisor Consultant at Franklin Templeton
Location: United States, United States, United States 10 work roles 3 schools
1 work email found @franklinresources.com 1 phone found area 303 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email c****@franklinresources.com
Direct phone (303) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Franklin Templeton
Role
Vice President- Senior Advisor Consultant
Location
United States, United States, United States
Company size
12060 employees

Who is Scott Caulfield? Overview

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Quick answer

Scott Caulfield is listed as Vice President- Senior Advisor Consultant at Franklin Templeton, a company with 12060 employees, based in United States, United States, United States. AeroLeads shows a work email signal at franklinresources.com, phone signal with area code 303, and a matched LinkedIn profile for Scott Caulfield.

Scott Caulfield previously worked as Senior Internal Sales Executive at Franklin Templeton and Trading Risk Manager at Assetmark. Scott Caulfield holds Bachelor Of Science from University Of Massachusetts, Amherst.

Company email context

Email format at Franklin Templeton

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{last}.{first}@franklinresources.com
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AeroLeads found 1 current-domain work email signal for Scott Caulfield. Compare company email patterns before reaching out.

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Profile bio

About Scott Caulfield

Financial Services ProfessionalAn accomplished builder of trusted relationships across clients, vendors, and internal divisions. Highly self-motivated, strategic, forward thinking, problem solver with superb execution skills. Solid collaborator with the ability to persuade and motivate others into action. Adept at engaging across an organization to drive toward corporate objectives. Key skills include: • Partnership Development• Strategic Planning• Key Risk Identification• Process Improvement• Root Cause Analysis• RCSA Testing

Listed skills include Investments, Mutual Funds, Asset Managment, Series 7, and 25 others.

Current workplace

Scott Caulfield's current company

Company context helps verify the profile and gives searchers a useful next step.

Franklin Templeton
Franklin Templeton
Vice President- Senior Advisor Consultant
United States
Website
franklinresources.com
Employees
12060
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Company profile
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10 roles

Scott Caulfield work experience

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

Trading Risk Manager

Assetmark
Aug 2020 - Oct 2021

Director, Risk Management

E*Trade Advisor Services
  • Developed and implemented a strategic approach to relationship management with assigned business units.
  • Created a culture of risk awareness and proactive risk identification.
  • Identified opportunities to engage business units on a strategic level to support firm objectives.
  • Identified key partners to engage in value-add meetings, agenda setting, and project execution.
  • Fostered key relationships while collaborating with internal partners (Compliance/Legal/Tech).
  • Resolved and documented operational risk incidents/losses and associated process breakdowns.
Oct 2018 - Nov 2019

Policies, Controls & Risk Management

Charles Schwab Investment Management
  • Identified, assessed and managed key risks throughout a $320B+ investment complex.
  • Monitored and reported compliance & operational risk events and execute internal risk reporting.
  • Conducted gap analyses for existing processes and ensured identified gaps were addressed.
  • Performed root-cause analyses related to issues associated with key processes.
  • Led management teams in maintaining investment policy guidelines, procedures and controls.
  • Developed, designed, and tested new process controls as needed.
Mar 2012 - Oct 2018

Senior Manager, Trading

Charles Schwab Investment Advisory

Englewood, CO

  • Original member of Schwab Managed Portfolios (SMP) separately managed account product launch team.
  • Collaborated with asset managers, operations, client enterprises, legal and compliance teams to ensure the successful delivery of products to clients.
  • Built and managed a group of discretionary account traders.
  • Responsible for the management of 105,000 accounts totaling $14.8 billion in 52 risk strategies.
  • Executed PM directed trades and client requests (withdrawals, contributions, tax harvests).
  • Developed and implemented trading operation guidelines and quality control checks.
Jan 2006 - Mar 2012

Equity Trader

Insight Capital Research & Management
Feb 2004 - Jan 2006

Client Services Associate

Insight Capital Research & Management
Oct 2003 - Feb 2004

Associate-Corporate & Venture Services

Prudential Volpe Technology Group
Mar 2000 - Jun 2001
Team & coworkers

Colleagues at Franklin Templeton

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

SN Sumith Narlawavar Sumith Narlawavar Colleague at Franklin Templeton Hyderabad, Telangana, India, India View → DM Disha Maria Disha Maria Colleague at Franklin Templeton Telangana, India, India View → MN Manohar Nawandhar Manohar Nawandhar Colleague at Franklin Templeton Hyderabad, Telangana, India, India View → TF Touchard Felix Touchard Felix Colleague at Franklin Templeton New York City Metropolitan Area, United States View → KN Khaleel Naveed Khaleel Naveed Colleague at Franklin Templeton Hyderabad, Telangana, India, India View → KJ Kaleema Jio Kaleema Jio Colleague at Franklin Templeton Washim, India, India View → KM Kathy Montgomery Kathy Montgomery Colleague at Franklin Templeton Calgary, Alberta, Canada, Canada View → RK Raghu Kumar Dasyam Raghu Kumar Dasyam Colleague at Franklin Templeton Hyderabad, Telangana, India, India View → SA Sheik Ali Sheik Ali Colleague at Franklin Templeton Hayward, California, United States, United States View → WC Wei Chern Tan Wei Chern Tan Colleague at Franklin Templeton Singapore, Singapore View →
3 education records

Scott Caulfield education

Education record

Boston College

Activities and Societies: Varsity Hockey Varsity Lacrosse

Education record

Cushing Academy
FAQ

Frequently asked questions about Scott Caulfield

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

What company does Scott Caulfield work for?

Scott Caulfield works for Franklin Templeton.

What is Scott Caulfield's role at Franklin Templeton?

Scott Caulfield is listed as Vice President- Senior Advisor Consultant at Franklin Templeton.

What is Scott Caulfield's email address?

AeroLeads has found 1 work email signal at @franklinresources.com for Scott Caulfield at Franklin Templeton.

What is Scott Caulfield's phone number?

AeroLeads has found 1 phone signal(s) with area code 303 for Scott Caulfield at Franklin Templeton.

Where is Scott Caulfield based?

Scott Caulfield is based in United States, United States, United States while working with Franklin Templeton.

What companies has Scott Caulfield worked for?

Scott Caulfield has worked for Franklin Templeton, Assetmark, E*Trade Advisor Services, Charles Schwab Investment Management, and Charles Schwab Investment Advisory.

Who are Scott Caulfield's colleagues at Franklin Templeton?

Scott Caulfield's colleagues at Franklin Templeton include Sumith Narlawavar, Disha Maria, Manohar Nawandhar, Touchard Felix, and Khaleel Naveed.

How can I contact Scott Caulfield?

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

What schools did Scott Caulfield attend?

Scott Caulfield holds Bachelor Of Science from University Of Massachusetts, Amherst.

What skills is Scott Caulfield known for?

Scott Caulfield is listed with skills including Investments, Mutual Funds, Asset Managment, Series 7, Alternative Investments, Equity Trading, Trade Compliance, and Wrap Accounts.

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