Prior to joining Templar, Julien worked for ScotiaBank, selling structured products for the Global Equity Derivatives Group. Before that, he traded equity securities and futures at Chimera Securities and at Lightspeed Trading, two New York-based brokerages. As a former sales agent and equity trader, Julien has become an experienced negotiator involved in complex multi-party and […]
Charles joined Templar in 2009 to build the firm’s presence in the US. The bulk of his career is in financial services, including ten years with Cazenove & Co., then the UK’s leading investment bank, in London, Johannesburg and New York. He has deep experience of investor roadshows and has worked with clients ranging from […]
Michelle joined Templar’s New York office in October 2013 to manage our administrative and financial functions. Prior to joining Templar, she oversaw product logistics at a leading supplier of branded merchandise to a major global resorts company. Her role included planning, coordinating and scheduling inventory to maximize working capital efficiency. Earlier, Michelle served eight years […]
Carolina Perez Sanz joined Templar in 2017, bringing with her 20 years of diverse, international experience as a communications consultant. At her own Madrid-based consulting firm, she helped clients polish their message, delivery, and executive presence across a broad range of industries and situations. Her expertise includes sales pitches, annual meetings, layoff announcements, spokespersons training […]
Megan joined Templar in 2018 with over 15 years of Wall Street experience as a corporate bond trader as well as extensive involvement in talent acquisition and corporate diversity efforts. Megan began her career at Lehman Brothers in July 2001 and joined Barclays in October 2008. An expert in credit markets with a focus on […]
David brings extensive experience across the financial industry including positions at Greenwich Associates, Bear Stearns, JPMorgan Chase and Bank of China. David developed expertise and broad product/market knowledge across the fixed income space (mortgage backed securities, interest rates, derivatives and fx). More recently he directed his career towards risk management with specific focus on reputation, […]
Hugo Williams joined Templar in 2010 to expand the firm’s presence in the US. Before moving to the US, Hugo spent 10 years in financial services in the City of London. He worked principally in Institutional Sales and Relationship roles. He has deep experience working with IPO teams and road shows, servicing Portfolio Management clients […]
Templar helps businesses and individuals enhance every aspect of their communications. We help improve client relationships, executive presence, financial presentations and pitches with advice, training and one to one coaching.