Philip Portera
Senior Vice President at Franklin Templeton Investments
- Role
- Senior Vice President, Head of Investment Compliance at Franklin Templeton
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Vice President, Head of Investment Compliance
Sep 1992 — Present
Proven global strategic leader with over 25+ years investment management expertise committed to driving key business initiatives. Responsibilities include portfolio compliance globally, managing complex wide derivative usage/approval, enterprise strategic projects oversight, and member of key firm-wide committees.
Education
New York University - Polytechnic School of Engineering
Bachelor's Degree
Skills
- Alternative Investments
- Charles River Ims
- Strategic Leadership
- Program Management
- Equities
- Bloomberg
- Motivational Speaking
- Hedge Funds
- Portfolio Management
- Asset Management
- Derivatives
- Global Cross-Functional Team Leadership
- Strategy
- Fixed Income
- Enterprise Software
- Compliance
- Market Data
- Anti Money Laundering
- Investment Management
- Collaborative Problem Solving
- Mutual Funds
- Business Analysis
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