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Meg Whelan

Institutional DC Strategist

Summary

Location:

Boston, Massachusetts, United States

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Ms. Whelan is an institutional DC strategist in the Retirement, Insurance, and College Savings division of Franklin Templeton. She is responsible for managing relationships with consultants and plan sponsors who are focused on the retirement plan space.

Prior to Franklin Templeton's acquisition of Putnam Investments, Ms. Whelan served as Consultant Relations Manager in the Defined Contribution Investment Only (DCIO) group. Ms. Whelan joined Putnam in 2010 and has been in the investment industry since 2008.

Previously at Putnam, Ms. Whelan served as a Senior Associate Consultant in the Retail division and a Senior Institutional Client Service Manager. Prior to joining Putnam, Ms. Whelan was a Customer Service Representative, Contributions, for Fidelity Charitable Gift Fund from 2008 to 2010.

Ms. Whelan earned a B.S. from the University of Vermont.