Jonathan Cooley, CIMA®, currently serves as a National Account Manager at Franklin Templeton since January 2024. Prior to this role, Jonathan held various positions at Putnam Investments from September 1998 to January 2024, including overseeing relationship management for prominent accounts in the Independent Channel and focusing on new business development. Earlier experience includes working as a Regional Marketing Associate at Putnam and as a Financial Advisor at John Hancock Life Insurance Company (U.S.A.) from September 1994 to August 1998, where financial and estate planning guidance was provided to retirees. Jonathan earned a Bachelor of Arts degree in Economics from Tufts University in 1994.
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