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Regional Contacts

Regional Contacts

For more than 20 years, Franklin Templeton has been committed to serving the DC market. Our dedicated team provides plan-related insights and resources so you can make decisions that help participants achieve retirement success.

Northeast Region

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Open

Max Marsden

Sr. Retirement Plan Consultant
(617) 433-2577

Mid Atlantic Region

Nancy Gerstner, CRPS®

Sr. Retirement Specialist Director
(718) 541-9996

Dean Tobin

Retirement Plan Consultant
(617) 760-0956

Southeast Region

Mark Conroy, CIMA®

Sr. Retirement Specialist Director
(980) 428-1447

Daniel Miles

Sr. Retirement Plan Consultant
(727) 299-3032

Midwest Region

Dan Florina

Sr. Retirement Specialist Director
(224) 374-8419

Haley Connaughton

Sr. Retirement Plan Consultant
(978) 974–3188

Central Region

Andrew Brosco

Sr. Retirement Plan Director
(512) 839-3279

Haley Connaughton

Sr. Retirement Plan Consultant
(978) 974–3188

Northwest and North Cal

Tina White, C(k)P®

Sr. Retirement Specialist Director
(916) 281-5005

AT

Annie Tomosivitch

Retirement Plan Consultant
(617) 760-0025

Southwest and South Cal

Jessica Wilson, AIF®

Sr. Retirement Plan Director
(720) 763-4534

Andrew Guillocheau

Retirement Plan Consultant
(617) 760-3247

Business Development Directors

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Open

(NW) Venia Balitsky

(916) 463-4028

(Midwest) Jeremy Watts

(317) 316-2439

(SW) Angela DeRubertis

(617) 543-9522

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Open

(NE) Devin Russell

(781) 336-6414

Strategic Accounts and National Contacts

Strategic Accounts and National Contacts

For more than 20 years, Franklin Templeton has been committed to serving the DC market. Our dedicated team provides plan-related insights and resources so you can make decisions that help participants achieve retirement success.

Strategic Partnership Directors

Colleen Tycz

Head of Insurance Strategic Partnerships & Distribution
(203) 763-9754

Angela Achatz

Head of Retirement Strategic Partnership & Internal Sales
(913) 956-1013

Mike Dullaghan

(540) 353-9549

Matt Foster, CRPS®

(346) 257-5693

John Lindsay

(410) 967-2324

Jean LoSchiavo

(203) 703-7560

Shannon McVeigh, CIMA®

(212) 632-4294

PR

Paul Roche

(617) 760-5144

Diane Rzepecki, AIF®

(617) 697-6932

Aaron Shapley, CIMA®, CAIA®

(512) 289-6719

Stacy Zenger

(913) 951-1485

Institutional DC Directors

Meg Whelan

Institutional DC Director
(401) 862-2556

Client Services

Shannon McVeigh, CIMA®

SVP, Strategic Accounts and Client Services Director
​​​​​​​(212) 632-4294

Francesca McBride

(973) 912-2053

Jean LoSchiavo

(203) 703-7560

Christine Olivera

(203) 703-7414

PR

Paul Roche

(617) 760-5144

Leadership

Leadership

For more than 20 years, Franklin Templeton has been committed to serving the DC market. Our dedicated team provides plan-related insights and resources so you can make decisions that help participants achieve retirement success.

Steve McKay

Head US Retirement, Insurance and College Savings
(508) 320-8746

Angela Achatz

Head of Retirement Strategic Partnership & Internal Sales
(913) 956-1013

Ryan Griffin

National Sales Manager, Retirement
(512) 230-4001

Colleen Tycz

Head of Insurance Strategic Partnerships & Distribution
(203) 763-9754