Roger Michaud
Senior Vice President, Northeast Central Wirehouse Division @Franklin Templeton
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WORK HISTORY
Senior Vice President, Northeast Central Wirehouse Division @Franklin Templeton
Oversee 14 senior advisor consultants across Midwest, Mid-Atlantic and New England territories. Created Franklin Templeton’s first national New York Stock Exchange (NYSE) division to cover wirehouses and regional firms, including Merrill Lynch, Morgan Stanley, UBS, Wells Fargo, RBC, Raymond James, and Janney. Launched K2 Alternative Strategy Fund, 40-act fund of hedge funds with $663M assets under management(AUM) in 2012. College Savings, Franklin Templeton 529 Plan, NJBEST; grew AUM from $250M to $6.6B.
EDUCATION
Marquette University
Bachelor of Arts (B.A.), Political Science and Government
ABOUT ROGER MICHAUD
Establishing relationships is the most essential tool for asset growth. I am a finance and sales leader, skilled in driving regional and national sales teams to peak performance by partnering with significant wire, regional, and independent firms. I drive market presence across mutual funds, separately managed accounts, alternative investments, and insurance products by leveraging sales acumen, strategic planning, and operational expertise. I steer transformative changes byintegrating emerging technology using data analytics and AI. I foster solid relationships with essential stakeholders and mentor and create professional development opportunities.As the Senior Vice President of Northeast Central Wirehouse Division at Franklin Templeton Investments, I craft and introduce new products, ensuring successful launches by educating clients, organizing expert presentations, and collaborating with influential industry figures. I employ data analytics and artificial intelligence to identify sales opportunities and address client requirements effectively. Below are some of my top private debt, equity, and real estate achievements at Franklin Templeton Investments- Raising multi-hundred million dollars during COVID-19 for Benefit Street Partners (FBCC); spearheaded the sales team’s successful transition to remote work- Securing over a billion dollars in Lexington Capital Partners X LP, a private equity (PE) secondaries offering; marked as the largest first-time PE offering in Morgan Stanley’s history- Managing the national offering of Clarion Partners Real Estate Income Fund, with assets under management reaching the high hundreds of millions.I am always open to expanding my professional network. If you would like to connect, please contact me at r••••••••@gmail.comAREAS OF EXPERTISEAsset GrowthMarketing/BrandingSales Team ManagementResults-Driven LeadershipNew Product DevelopmentAlternative Investment SalesData Analytics and AI IntegrationClient Relationship ManagementStrategic Planning and Execution
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