Jon Schreiber Email & Phone Number
SVP, Solutions Portfolio Manager @ Franklin Templeton
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Jon Schreiber Location
- Canton, MA, US
Jon Schreiber Work
- SVP, Solutions Portfolio Manager @ (January 2024 - Present)
- Senior Investment Director, Global Asset Allocation @ (June 2022 - December 2023)
- Investment Director, Global Asset Allocation @ (July 2017 - June 2022)
- Investment Product Analyst, Global Asset Allocation @ (May 2013 - July 2017)
- Sr. DC Investment Specialist @ (December 2011 - May 2013)
- DC Investment Specialist @ (July 2010 - December 2011)
Jon Schreiber Education
- Boston College
Bachelor of Science (BS) (Finance & Information Systems)
2006-2010
Jon Schreiber Skills
- Competitive Analysis
- Investment Strategies
- Mutual Funds
- 401(k) Retirement Savings Plans
- Product Analysis
- Asset Allocation
- Due Diligence
- Investments
- Series 63
- Series 7
- Valuation
- Capital Markets
- Defined Contribution
- Glide Path Design
- Institutional Investing
- Multi-Asset Portfolio Management
- Portfolio Construction
- Retirement Investing
- Risk Management
- Target-Date Funds
Jon Schreiber Summary
- Jon Schreiber, based in Canton, MA, US, is currently a SVP, Solutions Portfolio Manager at Franklin Templeton. Jon Schreiber brings experience from previous roles at Putnam Investments. Jon Schreiber holds a 2006 - 2010 Bachelor of Science (BS) in Finance & Information Systems @ Boston College. With a robust skill set that includes Competitive Analysis, Investment Strategies, Mutual Funds, 401(k) Retirement Savings Plans, Product Analysis and more. Jon Schreiber has 2 emails and 1 mobile phone numbers on RocketReach.
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