Jeff Gelerter

Principal Analyst - Financial Management at Franklin Templeton Investments

Jeff Gelerter has a diverse work experience in financial management and analysis. Jeff started their career in 1994 at Franklin Templeton as a Supervisor and later worked as a Business Relationship Manager. In 2006, they became an IT Project Manager, leading the implementation of new desktop technology. Jeff then transitioned to the role of Senior Financial Analyst, providing financial oversight and analysis to executive management. In 2008, Jeff joined Blue Shield of California as a Lead Financial Analyst, where they developed financial models and supported executive management. Jeff returned to Franklin Templeton in 2010, first as a Senior Commercial Analyst and later as a Principal Analyst in Financial Management. In these roles, they developed annual business plans, managed projects, and provided financial support to the CTO and direct report group. Overall, Jeff has a strong background in financial management, analysis, and project management.

Jeff Gelerter completed their MBA in Finance from Cal State East Bay- College of Business & Economics from 1998 to 2000. Prior to this, they attended San Diego State University from 1990 to 1994. In 2012 and 2013, they pursued Project Management studies at the University of California, Davis.

Links

Previous companies

Blue Shield of California logo

Timeline

  • Principal Analyst - Financial Management

    July, 2013 - present

  • Senior Commercial Analyst

    January, 2010

  • IT Project Manager

    March, 2006

  • Sr. Financial Analyst

    August, 2000

  • Business Relationship Manager

    February, 1997

  • Supervisor

    September, 1994

View in org chart