Susan Yost
Global Account Transitions Manager
- Role
- Investment Operations Manager at Franklin Templeton
- Location
- Pasadena, CA, US
- LinkedIn followers
- 500 followers
About Susan Yost
Western Asset Management benefits from over 17 years of leadership in investment management operations and global account transitions. Expertise spans fund accounting, post-trade processing, and the coordination of complex fixed-income transitions, ensuring seamless execution and operational excellence. Leading a team of experienced professionals, contributions include driving process improvements, mitigating risks, and fostering collaboration across global stakeholders. Known for prioritizing precision and relationship-building, the team consistently delivers results aligned with client and organizational goals in dynamic, high-stakes environments.
Experience
Investment Operations Manager
May 2025 — Present · Pasadena, CA, US
Transitioned from Western Asset to parent company, Franklin Templeton, while continuing to provide leadership over new business and client account transitions.
Education
The Johns Hopkins University
Bachelor of Arts (B.A.), Political Science and Government
1996 — 2000
UC Irvine
Master of Business Administration (M.B.A.)
2004 — 2007
Skills
- Equities
- Mutual Funds
- Alternative Investments
- Securities
- Fixed Income
- Asset Management
- Derivatives
- Bloomberg
- Bonds
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