Julie Caron, CFA
Summary
Skilled business development professional with robust experience in building exceptional business relationships. Known for building a strong network to deliver growth. Fostering collaborative environments and adapting to dynamic business needs.
Overview
25
25
years of professional experience
Work History
Senior Vice-President, Institutional Investments
Franklin Templeton Investments
05.2011 - Current
- Developed and executed strategic initiatives to drive business growth, resulting in higher revenues and market share expansion for the business.
- Delivered exceptional customer service by implementing best practices and building strong relationships with institutional buyers in Canada.
- Championed innovation by encouraging teams to pursue creative solutions to different and complex client needs.
- Strongly contributed to the firm's brand awareness in the institutional market, notably amongst the Maple 8 (largest Canadian pension plans)
- Developed a strong network in the institutional market, in both public markets and private markets
Institutional Portfolio Manager
Industrial Alliance
06.2000 - 05.2011
- Facilitated portfolio performance review and implemented new strategies.
- Managed diverse portfolios of externally managed and internally managed strategies, ensuring proper diversification and alignment with client investment policies.
- Communicated market developments, portfolio changes and annual performance information to clients.
Education
CFA - Chartered Financial Analyst - Finance
CFA Institute
09-2001
BBA - Finance
Université Laval
Québec, QC12-1998
BBA - International Business Management
École Supérieure De Commerce
Grenoble, France04-1997
Skills
- Business development
- Building strong business relationships / partnerships
- Communication
- Team player / collaborative colleague
Languages
French
Native or Bilingual
English
Native or Bilingual
Timeline
Senior Vice-President, Institutional Investments
Franklin Templeton Investments
05.2011 - Current
Institutional Portfolio Manager
Industrial Alliance
06.2000 - 05.2011
CFA - Chartered Financial Analyst - Finance
CFA Institute
BBA - Finance
Université Laval
BBA - International Business Management
École Supérieure De Commerce
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