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 and Governance 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 and Governance 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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EVP Global Product Strategy & Development / Global Head of Product Governance (retired)
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Jul 1988 - Apr 2022
Over 33 years of financial services leadership experience building and managing product lines globally to meet clients’ investment goals, while driving long term revenue growth and strong profit margins for a $1.4 trillion asset manager. Developed Franklin Templeton’s over-arching product strategy and grew the global product footprint, from offering mutual funds to retail investors in the U.S., to providing a comprehensive suite of investment solutions to retail and institutional clients in over 130 countries. Managed the organization's considerable R&D Investment budget, and led the management of the full product lifecycle, from product development and implementation, through management, positioning, and rationalization. Developed and chaired the global product committee, which governs and approves all new investment vehicles, strategies and pricing. Leveraged as an internal consultant to the CEO on strategic initiatives including organizational and executive leadership assessments. Successful leader of professional teams located around the world. Served as a voting member on Franklin Templeton's 401(k) Retirement Investment committee for two years. Member of the Management Committee, member of ICI Research Committee and former Chair of ICI Statistics Committee.
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Education
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University of San Francisco
Master of Business Administration (MBA), International Business -
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UC Santa Barbara
Bachelor of Arts - BA, Business Economics
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