Thomas Nelson, CFA CAIA in

Thomas Nelson, CFA CAIA

Login to view DISC.
SVP, Portfolio Manager, Head of Market Strategy at Franklin Templeton
📍 New York, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overview
Experience
34 Years
Current Role
SVP, Portfolio Manager, Head of Market Strategy
Job Level
Leadership
Location
New York, New York, United States
Personality Overview

How Thomas shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Thomas cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topics
Career

Work history

9-2007
SVP, Portfolio Manager, Head of Market Strategy
Franklin Templeton
8-1991 - 9-2007
Sales Manager
Bloomberg
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
1987 - 1991
BS
Alfred Lerner College of Business & Economics at University of Delaware
1987 - 1991
Bachelor's degree
University of Delaware
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Franklin Templeton Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Thomas. Free, 10 seconds.