Jeffrey Plante

Jeffrey Plante has a solid work experience in the investment industry. Jeffrey began their career as a Performance Analyst at Putnam Investments in 2000 and gradually progressed to Senior Performance Analyst and Performance and Analytics Supervisor roles. In 2007, they became a Performance and Analytics Manager, leading a team and overseeing the delivery of portfolio and performance information for retail mutual funds. In 2011, they transitioned to the role of Product Information Manager, where they developed templates, ensured compliance with standards, and spearheaded data compilation processes. From 2018 to 2024, they served as the Senior Manager of Product Information Management, where they managed data production and analytics for marketing and sales materials, achieved operational efficiency, and played a critical role in the Request for Proposal process. Currently, they are employed as the Lead Product Technology Owner at Franklin Templeton.

Jeffrey Plante obtained a Bachelor of Science degree in Business Administration and Management with a focus on Finance from the University of New Hampshire, graduating with honors (Cum Laude) in 1999. Jeffrey also holds additional certifications including the CFA Investment Foundations Certification from the CFA Institute obtained in 2018, and the General Securities Representative certification from the Financial Industry Regulatory Authority (FINRA) obtained in 2017. Jeffrey has also completed various executive education programs, including "Accelerating Change Readiness & Agility" with the University of California, Berkeley and ExecOnline, Inc., "Building and Leading Effective Teams" and "Embedding Strategic Excellence" with Columbia Business School and ExecOnline, Inc. The exact years of completion for these executive programs are not provided.