Robert Templeton
Neeses,SC
Summary
Accomplished CEO with a proven track record at The Templeton Group, specializing in strategic planning and execution. Expertise in enhancing financial performance and building strong client relationships, leading to significant asset growth. Renowned for developing high-performing financial advisors through inspirational leadership and exceptional financial acumen. Core competencies include team building, client engagement, and data-driven decision making.
Overview
29
29
years of professional experience
1
1
Certification
Work History
CEO
The Templeton Group
Columbia, SC
08.1995 - Current
- Develop specialized investment strategies for individual clients and monitor their progress against stated objectives.
- Oversee the development of emerging financial advisors to manage assets under the firm's management.
- Lead the firm in creating and managing investment portfolios for both individuals and businesses.
Education
Chartered Retirement Plans Specialist - Retirement Plans
College For Financial Planning
10-2006
Chartered Mutual Fund Counselor - Mutual Funds
College For Financial Planning
07-2005
Diploma in Biblical Studies - Biblical Studies
Seminary Extension
Columbia, SC09-2004
Associate of Science - Mechanical Engineering
Orangeburg Calhoun Technical College
Orangeburg, SC 05-1983
Skills
- Financial acumen
- Customer focus
- Organizational agility
- Executive presence
- Effective decision making
- Talent development
- Strategic visioning
- Inspirational leadership
- Crisis management
- Risk management
- Professionalism
- Client relationship building
- Build revenue streams
- Account management
- Public speaking
- Investor relations
- Regulatory compliance
- Problem-solving abilities
- Financial analysis
- Analytical skills
- Process improvement
- Financial management
- Strategic planning and execution
Affiliations
- Current Senior Pastor at Neeses Baptist Church in Neeses, SC
- Former Senior Pastor at Cope Baptist Church, Cope, SC
- Co-Host of the 'My Father Said' Podcast
- Co-Author of the Book, 'Financial Harmony/Personal Fulfillment'
- Former Head Baseball Coach at Orangeburg Christian Academy
- Musician with the Bluegrass group, 'The Pinehill Ramblers'
Certification
- Certified Kingdom Advisor (CKA)
- Certified Retirement Plans Specialist (CRPS)
- Certified Mutual Fund Counselor (CMFC)
Timeline
CEO
The Templeton Group
08.1995 - Current
Chartered Retirement Plans Specialist - Retirement Plans
College For Financial Planning
Chartered Mutual Fund Counselor - Mutual Funds
College For Financial Planning
Diploma in Biblical Studies - Biblical Studies
Seminary Extension
Associate of Science - Mechanical Engineering
Orangeburg Calhoun Technical College
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