Josh Gray

Lead Performance Analytics Manager at Franklin Templeton Investments

Josh Gray has a diverse range of work experience in the financial industry. Josh began their career as an Internal Sales Representative at Franklin Templeton in 2007, where they responded to client inquiries and participated in business development. Josh then worked as a Research Analyst and Financial Analyst, utilizing business intelligence systems and database tools to generate reports and analyze data. Josh eventually became a Senior Analyst, identifying trends and making recommendations to senior management. Josh later transitioned to a leadership role as a Lead Analyst, overseeing a team and developing business intelligence tools. Josh then became a Business Intelligence Manager and Lead Performance Analytics Manager, where they guided teams and collaborated with colleagues across the organization. Prior to joining Franklin Templeton, Josh worked as an Administrative Assistant at LPL Financial, assisting financial advisors and managing client correspondence.

Josh Gray attended California State University-Sacramento from 2001 to 2006, where they studied Finance, focusing on Finance & Risk Management. Prior to their university education, they attended Casa Roble Fundamental High School. In 2013, Josh obtained a certification in the CFA Institute Claritas Investment Certificate.

Links

Previous companies

LPL Financial logo

Timeline

  • Lead Performance Analytics Manager

    October, 2020 - present

  • Business Intelligence Manager

    December, 2019

  • Lead Analyst

    November, 2018

  • Senior Analyst

    June, 2010

  • Financial Analyst

    March, 2009

  • Research Analyst

    April, 2008

  • Internal Sales Representative

    March, 2007

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