Time to Get Active - 2018 Economic Update
GEORGE RUSSELL, CFA, Franklin Templeton Investments
William (“Bill”) Mitchell, CFA®, Western Asset Management
Client Service Executive.
Years of experience: 34 years of investment industry experience.
Career progression: Bill joined a predecessor organization in 2000. Prior to that, he worked as a Separate Account Specialist for Wachovia Securities, and he began his career in the financial services industry trading government and mortgage-backed securities.
Education: Bill received his bachelor’s degree from the University of Colorado.
At a glance:
34 years of investment industry experience
Joined a predecessor organization in 2000
Wachovia Securities – Separate Account Specialist
Chartered Financial Analyst
Bachelor’s degree from the University of Colorado
Client Service Executive
|Jeffrey Layn, CIMA, CIMC, ClearBridge Investments
Director and Senior Investment Specialist.
Years of experience: 24 years of investment industry experience.
Career progression: Jeffrey joined Legg Mason in 2008, and served as a Sales Director. Prior to that, he was the Senior Vice President at Putnam Investments, Regional Vice President at AIM Investments, and a Wholesaler at Franklin Templeton Investments. He was also a Financial Consultant at the California Federal Bank/Invest Financial. He holds CIMA and CIMC designations.
Education: Jeffrey received his MBA from Texas Tech University, and his BA in Psychology from the California State University at Long Beach.
At a glance:
24 years of investment industry experience
Joined Legg Mason in 2008
Legg Mason – Sales Director
Putnam Investments – Senior Vice President
AIM Investments – Regional Vice President
Franklin Templeton Investments – Wholesaler
California Federal Bank/Invest Financial – Financial Consultant
Certified Investment Management Analyst, Certified Investment Management Consultant
MBA from Texas Tech University
BA in Psychology from California State University at Long Beach
Director, Senior Investment Specialist