Franklin Templeton Investments
David Paterson has a diverse work experience spanning over 25 years. David started their career at Chiene + Tait as a Trainee CA from August 1995 to September 1998. Following that, they joined PricewaterhouseCoopers as an Audit Senior/Assistant Manager from October 1998 to April 2002. David then moved on to Franklin Templeton where they held various roles, including Corporate Accounting Manager from April 2002 to May 2009, Senior Manager for Global Commissions from May 2009 to December 2017, Senior Manager for Corporate Accounting from January 2018 to June 2018, Assistant U.S. Controller from June 2018 to September 2019, and currently holds the positions of Director of the Office of the CAO Americas, Chief Financial Officer for Canada, and Chief Financial Officer for Broker-Dealers since September 2019.
David Paterson, CA has a BA degree in Accountancy & Finance from Heriot-Watt University, which they obtained from 1991 to 1995. David also holds a CA (Chartered Accountant) designation from the Institute of Chartered Accountants of Scotland, earned between 1995 and 1998. In 2000 to 2001, they obtained a CPA (Certified Public Accountant) qualification from the AICPA. Additionally, they have a certification in Unconscious Bias from LinkedIn, obtained in 2020.
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Franklin Templeton Investments
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Franklin Resources, along with its subsidiaries, operates as Franklin Templeton Investments. It is a global investment management company that provides investment management and related services to retail, institutional and high net-worth clients in jurisdictions around the world. The Company offers its investment products and services under the Franklin, Templeton, Franklin Mutual Series, Franklin Bissett, Fiduciary Trust, Darby, Balanced Equity Management, K2 and LibertyShares brand names. Its products include investment funds and institutional, high net-worth and separately managed accounts (collectively, sponsored investment products (SIPs)). It offers various types of SIPs, such as the United States funds, cross-border funds, local/regional funds, and other managed accounts, alternative investment products and trusts. Its investment funds include the United States-registered funds, non-United States-registered funds and unregistered funds.