Alison Baumann
Chair Elect, Board of Directors at San Mateo Police Activities League- Claim this Profile
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Bio
Credentials
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General Securities Principal
FINRA -
General Securities Representative
FINRA -
Investment Company and Variable Contracts Products Representative
FINRA
Experience
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San Mateo Police Activities League
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United States
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Non-profit Organizations
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1 - 100 Employee
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Chair Elect, Board of Directors
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Jul 2016 - Present
Provide leadership, oversight and governance to fundraising, community activities and events, and the financial health of San Mateo Police Activities League in support of their mission “to build the bond between cops and kids” through educational and social enrichment activities to under-served youth and their families in San Mateo. Member of the Executive, Finance, Governance, Scholarship, and Nomination committees, former Secretary. Provide leadership, oversight and governance to fundraising, community activities and events, and the financial health of San Mateo Police Activities League in support of their mission “to build the bond between cops and kids” through educational and social enrichment activities to under-served youth and their families in San Mateo. Member of the Executive, Finance, Governance, Scholarship, and Nomination committees, former Secretary.
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Franklin Templeton
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United States
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Financial Services
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700 & Above Employee
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Global Head of Product Governance
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Oct 2020 - Apr 2022
Responsible for the overall governance and oversight of Franklin Templeton's investment solutions that are sold to retail and institutional investors in over 130 countries. o Developed and chaired the Global Product Governance & Approval Committee, responsible for the evaluation and approval of all new investment strategies, vehicles and pricing, as well as modifications including vehicle closures, conversions and mergers. o Designed policies, features, investment parameters and risk guidelines to align investment solutions with client expectations, while ensuring the appropriate level of risk for investors and the organization.o Allocated and managed R&D investments of more than $3 billion to support new product innovation and growth. Show less
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Executive Vice President, Head of Global Product Strategy
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Jun 2010 - Sep 2020
Built and led the global product development, investment product specialist, and research teams to develop and support a suite of innovative and profitable investment products aligned to help clients meet their investment goals. o Developed Franklin Templeton’s over-arching product strategy and grew the global product footprint.o Launched over 650 traditional and alternatives investment products that represent assets under management of more than $200 billion across all vehicle structures, including open-end and closed-end funds, interval funds, ETFs, private funds and separately managed accounts.o Developed pricing strategies balancing market-competitiveness with revenues and margins, including the 15c process.o Evaluated M&A candidates, including ETFs, alternatives, and large-scale asset managers; developed and implemented product, analytics, and research-related integration plans. o Functioned as an internal consultant to the CEO on strategic initiatives including executive leadership assessments, team effectiveness, and organizational structure design. o Built Franklin Templeton’s Investment Specialist and Portfolio Construction teams to provide specialized product, portfolio, and market expertise to improve client outcomes. o Developed and presented proposals and market analyses to the corporate and mutual fund boards. Show less
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Additional Roles and Leadership
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Jul 1988 - May 2010
Progressively increased responsibilities and levels of leadership from an incoming management trainee and analyst to an executive leader. Functional responsibilities included market and competitor research, product development and operational implementation, financial analysis, performance analytics, product management, international marketing, business development, and product strategy for both retail and institutional clients. Responsibilities encompassed all investment vehicles, asset classes, and investment strategies offered by Franklin Templeton. Show less
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Education
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University of San Francisco
Master of Business Administration (MBA), International Business -
UC Santa Barbara
Bachelor of Arts - BA, Business Economics, with honors
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