Franklin Templeton Investments
Sam Ragsdale is a seasoned professional in wealth management and digital strategy, currently serving as Vice President of Digital Strategy and Wealth Management at Franklin Templeton since November 2021. Prior to this role, Sam held the position of Vice President of Advisory Operations at Legg Mason, where responsibilities included managing trading and client service activities until the firm was acquired by Franklin Templeton. Sam also served as Vice President of Sales at Financial Guard, focusing on growth strategies and management of the sales and marketing team for the Fintech startup. Previous experience includes managing a team at Fidelity Investments as Manager of Retirement Solutions, where the focus was on maximizing asset retention and providing exceptional service to retirement plan participants. Sam began professional career as Aquatics Director at Treehouse Athletic Club. Sam earned a Bachelor of Science degree in Management from Southern Utah University.
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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.