FP

Franklin P.

Portfolio Management Analyst at Dowling & Yahnke Wealth Advisors

Franklin P. is an experienced operations data analyst currently employed at Pacific Gas and Electric Company since November 2023. Previously, Franklin P. served as a portfolio management analyst at Corient for nine years, where responsibilities included implementing and maintaining client portfolios totaling $1.5 billion with attention to asset class targets and risk profiles. Prior roles at FactSet Research Systems involved significant contributions as a quantitative analytics specialist and portfolio analytics specialist, supporting a substantial portfolio analytics revenue and providing consulting to leading institutional investors. Franklin P. began a career in finance as a financial advisory intern at Merrill Lynch in 2005. Franklin P. holds a Bachelor of Arts degree in Political Economy from the University of California, Berkeley.

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