Industry:
Financial Services
Headquarters:
Greater Chicago Area
Followers:
12422
Title:
Director of AI & Optimization - Principal Research Scientist
Company:
Franklin Templeton
Company Website:
franklinresources.com
Company Linkedin:
linkedin.com/company/franklin-templeton
Company Founded In:
1947
Company Size:
5001-10000
Current Job Duration:
3 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: None
Start At: 10-2025
Ends At: Present
Description: None
Title: Allspring Global Investments
Company: Allspring Global Investments
Company URL: https://www.linkedin.com/company/allspring/
Industry: Financial Services
Company Size: 1001-5000
Location: None
Country: None
Employment Type: None
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', • 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: None
Start At: 06-2018
Ends At: 11-2021
Description: None
Title: Senior Trader & Portfolio Manager
Company: Budo Group
Company URL: https://www.linkedin.com/company/budo-group/
Industry: Capital Markets
Company Size: 11-50
Location: Greater Chicago Area
Country: None
Employment Type: None
Start At: 08-2017
Ends At: 04-2018
Description: None
Title: Wolverine Trading
Company: Wolverine Trading
Company URL: https://www.linkedin.com/company/wolverine-trading/
Industry: Financial Services
Company Size: 201-500
Location: None
Country: None
Employment Type: None
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, • 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, • 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, • 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, • 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, • Made markets on options, managed risk, managed trade-checking & clerk-training functions, • 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
Company Industry:
Financial Services
Languages:
English, German, Italian