Industry:
Financial Services
Headquarters:
Greater Chicago Area
Followers:
12422
Title:
Director of AI & Optimization - Principal Research Scientist
Company:
Franklin Templeton
Company Founded In:
1947
Company Size:
5001-10000
Current Job Duration:
9 mos
Country:
United States
License And Certifications:
Name: UniFi by CAIA™ Digital Assets Microcredential
Authority: CAIA Association
Company ID: None
Date: 1/2025
URL: None
Name: UniFi by CAIA™ Private Debt Microcredential
Authority: CAIA Association
Company ID: None
Date: 7/2023
URL: https://linkedin.com/company/98491
Name: CAIA Charterholder (CAIA)
Authority: CAIA Association
Company ID: None
Date: 4/2013
URL: https://linkedin.com/company/98491
Name: Financial Data Professional (FDP)
Authority: FDP Institute
Company ID: None
Date: 5/2021
URL: https://linkedin.com/company/14068504
Name: Certificate in Applied Econometrics
Authority: National Association for Business Economics (NABE)
Company ID: None
Date: 8/2009
URL: https://linkedin.com/company/5088369
Name: Certificate in Time-Series Analysis and Forecasting
Authority: National Association for Business Economics (NABE)
Company ID: None
Date: 10/2008
URL: https://linkedin.com/company/5088369
Work Experience:
Title: Director of AI & Optimization - Principal Research Scientist
Company: Franklin Templeton
Company URL: https://www.linkedin.com/company/franklin-templeton/
Industry: Financial Services
Company Size: 5001-10000
Location: Greater Chicago Area
Country: None
Employment Type: Full-time
Start At: 10-2025
Ends At: Present
Description: Advancing the future of investment management through AI, quantitative research, and portfolio optimization - creating lasting value with world-class teams.
Title: Director of Quantitative Insights and Data Science
Company: Allspring Global Investments
Company URL: https://www.linkedin.com/company/10236817/
Industry: None
Company Size: None
Location: Milwaukee, Wisconsin, United States
Country: None
Employment Type: Full-time
Start At: 03-2022
Ends At: 10-2025
Description: • Delivered advanced research and data science capabilities on par with the top tier of global asset managers by complexity, breadth, and innovation
• CEO’s Value Award – ‘Making Our Differences the Difference’, Summer'2025
• CEO’s Value Award – ‘Being Bold with Boundaries’, Spring'2023
• Responsible for driving innovation and leading development of quantitative tools and insights
• Lead and manage a team of quantitative professionals and data scientists
• Created firm's first sharable BQUANT app for asset research using transactional alt data
• Co-Lead – Native Peoples Allspring ACG (ERG)
• Lead – Allspring Rep on the SIFMA AMG Government Affairs Committee
• Lead – Allspring Rep on the SIFMA Fintech Committee
• Lead – Allspring taskforce on SIFMA’s response to the SEC’s Predictive Analytics Rules
• Lead – Allspring team to explore the use of LLMs
• Created a global SDG rating system, using ML
• Created proprietary factor suites using fundamental and alternative data
• Created, initiated and led Allspring's first mentorship program
• Co-created firm’s first LLM tool via AWS & HuggingFace
• Created historical analysis tool for specific scenario outcomes – Equity, Fixed Income, Multi-Asset
• Created system to monitor thematic sentiment via LLMs on 60k news sources in 14 languages
• Created system to monitor geopolitical & thematic sentiment for the Market Risk Monitor
• Created system to monitor & flag risks via thematic sentiment & story count for UNGC topics
• Created proprietary factor suites using fundamental and alternative data
• NLP in document classification, summarization, sentiment analysis, factor creation
• Conducted original research, wrote internal thought leadership pieces
• Spoke at conferences, on panels and in webinars
• Awarded ‘Top Machine Learning Voice’
• Awarded ‘Top Economic Voice’
• Awarded ‘Top Research Skills Voice’
• Awarded ‘Top Statistics Voice’
• Awarded ‘Top Artificial Intelligence (AI) Voice’
• Awarded ‘Top Risk Management Voice'
Title: Senior Investment Data Scientist
Company: Allspring Global Investments
Company URL: https://www.linkedin.com/company/10236817/
Industry: None
Company Size: None
Location: Greater Milwaukee
Country: None
Employment Type: Full-time
Start At: 11-2021
Ends At: 06-2022
Description: • Created a patent-pending system to value alternative data sets using statistical learning techniques
• Developed innovative risk regime models and signals using standard and alternative data
• Developed a proprietary, global quantitative ESG rating system
• Ran point on alternative data set discovery, exploration and vetting
• Understand the alternative data vendor space - met with over 263 vendors over 3 years
• Delivered a competitive IP edge with three patent-pending inventions in two years
• Wrote thought leadership papers
Title: Senior Investment Data Scientist, Wells Fargo Asset Management
Company: Wells Fargo
Company URL: https://www.linkedin.com/company/wellsfargo/
Industry: Financial Services
Company Size: 10001+
Location: Greater Milwaukee Area
Country: None
Employment Type: Full-time
Start At: 06-2018
Ends At: 11-2021
Description: • Created a patent-pending system to value alternative data sets using statistical learning techniques
• Developed innovative risk regime models and signals using standard and alternative data
• Developed a proprietary, global quantitative ESG rating system
• Developed an NLP prototype for bond categorization based on prospectus text
• Delivered a competitive IP edge with three patent-pending inventions in two years
• Wrote thought leadership papers
Title: Senior Trader & Portfolio Manager
Company: Budo Group
Company URL: https://www.linkedin.com/company/6497690/
Industry: None
Company Size: None
Location: Greater Chicago Area
Country: None
Employment Type: Full-time
Start At: 08-2017
Ends At: 04-2018
Description: • Created suite of programs using machine learning, time series and Monte Carlo simulation
• Developed innovative strategies and regime classification signals - fully own the IP
• Made markets and managed portfolios in several products on the Chicago Mercantile Exchange
Title: Senior Trader - Interest Rate & Commodity Derivatives
Company: Wolverine Trading
Company URL: https://www.linkedin.com/company/wolverine-trading/
Industry: Financial Services
Company Size: 201-500
Location: CME (Chicago, IL)
Country: None
Employment Type: Full-time
Start At: 03-2010
Ends At: 06-2017
Description: • Made markets on commodity options, managed risk (portfolios), CME / NYMEX / LME
• Made markets on interest rate options, managed risk (portfolios), Chicago Mercantile Exchange
• Initiated and led several data science projects involving dynamic hedging of commodity portfolios
• Initiated and led several data science projects around tactical portfolio/inventory management
• Served on the Chicago Board Options Exchange (CBOE) Arbitration Committee
• Served on the Chicago Board Options Exchange (CBOE) Appeal Committee
Title: Senior Trader - Index Derivatives
Company: Wolverine Trading
Company URL: https://www.linkedin.com/company/wolverine-trading/
Industry: Financial Services
Company Size: 201-500
Location: CBOE (Chicago, IL)
Country: None
Employment Type: Full-time
Start At: 03-2007
Ends At: 03-2010
Description: • Made markets on index options (Russell 2000 complex arbitrage), managed risk (portfolios)
• Served on the Chicago Board Options Exchange (CBOE) Floor Officials Committee
• Served on the Chicago Board Options Exchange (CBOE) Arbitration Committee
• Served on the Chicago Board Options Exchange (CBOE) Appeal Committee
Title: Intermediate Trader - Equity Derivatives - Floor & Specialist Book
Company: Wolverine Trading
Company URL: https://www.linkedin.com/company/wolverine-trading/
Industry: Financial Services
Company Size: 201-500
Location: CBOE (Chicago, IL)
Country: None
Employment Type: Full-time
Start At: 03-2003
Ends At: 03-2007
Description: • Made markets on equity options as the Designated Primary Market-Maker (DPM), managed risk
• Made markets on equity options in a variety of CBOE pits / electronically, managed risk (portfolios)
• Served on the Chicago Board Options Exchange (CBOE) Floor Officials Committee
• Expanded business by entering into new pits and products
Title: Intermediate Trader - Equity Derivatives - Floor & Specialist Book
Company: Wolverine Trading
Company URL: https://www.linkedin.com/company/wolverine-trading/
Industry: Financial Services
Company Size: 201-500
Location: PCOAST (San Francisco, CA)
Country: None
Employment Type: Full-time
Start At: 03-2002
Ends At: 03-2003
Description: • Made markets on equity options as the Lead Market-Maker (LMM), managed risk (portfolios)
• Made markets on equity options in a variety of PCOAST pits / electronically, managed risk (portfolios)
• Served on the Pacific Coast Options Exchange (PCOAST) Business & Ethics Conduct Committee
• Expanded business by listing & managing new products in the LMM
Title: Junior Trader - Equity Derivatives - Floor & Specialist Book
Company: Wolverine Trading
Company URL: https://www.linkedin.com/company/wolverine-trading/
Industry: Financial Services
Company Size: 201-500
Location: PCOAST (San Francisco, CA)
Country: None
Employment Type: Full-time
Start At: 03-2000
Ends At: 03-2002
Description: • Made markets on equity options as the Lead Market-Maker (LMM), managed risk (portfolios)
• Served on the Pacific Coast Options Exchange (PCOAST) Business & Ethics Conduct Committee
Title: Senior Trading Assistant - Equity Derivatives
Company: Wolverine Trading
Company URL: https://www.linkedin.com/company/wolverine-trading/
Industry: Financial Services
Company Size: 201-500
Location: PCOAST - (San Francisco, CA)
Country: None
Employment Type: Full-time
Start At: 06-1999
Ends At: 03-2000
Description: • Made markets on options, managed risk, managed trade-checking & clerk-training functions
Title: Trading Assistant
Company: Wolverine Trading
Company URL: https://www.linkedin.com/company/wolverine-trading/
Industry: Financial Services
Company Size: 201-500
Location: CME & CBOE (Chicago, IL)
Country: None
Employment Type: Full-time
Start At: 01-1999
Ends At: 06-1999
Description: • Apprenticed to market-makers on the CME & CBOE
Education:
School: Northwestern University
Degree: Master of Science (MS), Data Science (Predictive Analytics)
Activities: None
School: Purdue University
Degree: Master of Business Administration (MBA), Decision Science
Activities: None
School: Indiana University Bloomington
Degree: Bachelor of Science (BS), Public Finance
Activities: None
Headline:
Director of AI & Optimization – Principal Research Scientist, Franklin Templeton | AI & Quant Research Leader | Ex-Options Market-Maker & PM | Innovation at Scale