Putnam Company
Description
Putnam Investments is a privately owned investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Customer service: 1 (800) 225-1581 Technical support: 1 (888) 478-8626 CEO: Robert L. Reynolds (Jul 1, 2008–) Parent organization: Great-West Lifeco Headquarters: Boston, MA Subsidiaries: PanAgora Asset Management, Inc.,
Putnam List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Putnam. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Putnam Salaries. You can even request information on how much does Putnam pay if you want to. Learn about salaries, pros and cons of working for Putnam directly from the past employees.
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32 Putnam employees in database. Find out everything there's to know about Putnam employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Putnam Employees
Employee
Years
Job
Industry
Stephen Boudreau Stephen Boudreau's Putnam Experience May 1994 - May 2000
Job Retirement Plan Consultant at Marsh McLennan Agency
Industry Investment Management
Experience
Marsh & McLennan Agency January 2013 - Present
Deutsche Asset Management July 2007 - January 2013
DWS Investments July 2007 - January 2013
CitiStreet June 2001 - July 2007
John Hancock May 2000 - May 2001
Putnam Investments May 1994 - May 2000
Putnam May 1994 - May 2000
Skills
Mutual Funds, Retirement, Investments, Defined Benefit, Asset Allocation, Retirement Planning, CRM, Business Planning, Product Management, Defined Contribution, Series 63, Series 7, Recruiting, Sales, Series 6, Asset Managment, Securities, Fixed Income, 401k, Equities, ETFs, Investment Management, Investment Advisory, Asset Management
Education
Bentley College
Certificate, Pension Administration
Stonehill College 1990 — 1994
Bachelor of Arts, International Relations and Affairs
Marsh & McLennan Agency January 2013 - Present
Deutsche Asset Management July 2007 - January 2013
DWS Investments July 2007 - January 2013
CitiStreet June 2001 - July 2007
John Hancock May 2000 - May 2001
Putnam Investments May 1994 - May 2000
Putnam May 1994 - May 2000
Skills
Mutual Funds, Retirement, Investments, Defined Benefit, Asset Allocation, Retirement Planning, CRM, Business Planning, Product Management, Defined Contribution, Series 63, Series 7, Recruiting, Sales, Series 6, Asset Managment, Securities, Fixed Income, 401k, Equities, ETFs, Investment Management, Investment Advisory, Asset Management
Education
Bentley College
Certificate, Pension Administration
Stonehill College 1990 — 1994
Bachelor of Arts, International Relations and Affairs
Paul Gallerani, PMP Paul Gallerani, PMP's Putnam Experience 1997 - 2001
Job Project Manager at Boston Financial Data Services
Industry Financial Services
Experience
DST Retirement Solutions July 2006 - Present
Boston Financial Data Services May 2005 - July 2006
Mercer 2001 - 2005
Putnam 1997 - 2001
Onset Village Market Onset MA & Plumb Corner Market Rochester, MA 1994 - 1997
Liquor Loft Orleans and Wareham, Ma 1991 - 1994
Skills
Financial Services, Process Improvement, Business Analysis, Risk Management, Retirement, Project Management, Requirements Analysis, Microsoft Excel, Microsoft Office, Visio, MS Project, Lotus Notes, Requirements Gathering, Management, PMO, Software Documentation, SDLC
Education
Hartwick College 1987 — 1991
BS, Business Management
DST Retirement Solutions July 2006 - Present
Boston Financial Data Services May 2005 - July 2006
Mercer 2001 - 2005
Putnam 1997 - 2001
Onset Village Market Onset MA & Plumb Corner Market Rochester, MA 1994 - 1997
Liquor Loft Orleans and Wareham, Ma 1991 - 1994
Skills
Financial Services, Process Improvement, Business Analysis, Risk Management, Retirement, Project Management, Requirements Analysis, Microsoft Excel, Microsoft Office, Visio, MS Project, Lotus Notes, Requirements Gathering, Management, PMO, Software Documentation, SDLC
Education
Hartwick College 1987 — 1991
BS, Business Management
Justin Torname Justin Torname's Putnam Experience September 2010 - November 2010
Job Pricing Supervisor at Putnam Investments
Industry Financial Services
Experience
Putnam Investments March 2015 - Present
Putnam Investments April 2012 - Present
Putnam Investments November 2011 - April 2012
Putnam Investments November 2010 - November 2011
Putnam Investments November 2010 - November 2011
Putnam September 2010 - November 2010
Skills
Bloomberg, Excel, Mutual Funds, Investments, Financial Analysis, Strategic Financial..., Finance, Pricing, Equities, Financial Modeling, Derivatives, Analysis, Fixed Income, Accounting, Financial Services, Securities, Microsoft Excel
Education
University of Massachusetts Lowell 2014 — 2017
Master of Business Administration (MBA), Finance, General
University of Massachusetts at Lowell 2008 — 2012
Bachelor of Science, Business Administration (Finance concentration)
Putnam Investments March 2015 - Present
Putnam Investments April 2012 - Present
Putnam Investments November 2011 - April 2012
Putnam Investments November 2010 - November 2011
Putnam Investments November 2010 - November 2011
Putnam September 2010 - November 2010
Skills
Bloomberg, Excel, Mutual Funds, Investments, Financial Analysis, Strategic Financial..., Finance, Pricing, Equities, Financial Modeling, Derivatives, Analysis, Fixed Income, Accounting, Financial Services, Securities, Microsoft Excel
Education
University of Massachusetts Lowell 2014 — 2017
Master of Business Administration (MBA), Finance, General
University of Massachusetts at Lowell 2008 — 2012
Bachelor of Science, Business Administration (Finance concentration)
Charles Vella Charles Vella's Putnam Experience November 2002 - Present
Job Sales at Putnam
Industry Automotive
Experience
Putnam November 2002 - Present
Cable & Wireless 2000 - 2002
Skills
Sales Management, New Business Development, Team Building, Account Management, Negotiation, Team Leadership, Inventory Management, Retail, B2B, Vehicles, Business Planning, Automobile, Sales Process, Sales, Profit, Leadership, Customer Satisfaction, Automotive Aftermarket, Marketing Strategy, Selling, Business Development, Automotive, Strategic Planning, Customer Service, Dealers, CRM, Dealer Management, Pricing, Sales Operations, Customer Retention, Marketing, Cold Calling, Purchasing, Management, Fleet Management, Direct Sales, Continuous Improvement, Forecasting, Parts, Warranty, Reynolds, Process Improvement, Gross Profit, Dealer Network..., Vehicle Leasing, Automotive Parts, Automotive Sales..., Aftersales
Education
College of San Mateo
Associate in Electronics
Putnam November 2002 - Present
Cable & Wireless 2000 - 2002
Skills
Sales Management, New Business Development, Team Building, Account Management, Negotiation, Team Leadership, Inventory Management, Retail, B2B, Vehicles, Business Planning, Automobile, Sales Process, Sales, Profit, Leadership, Customer Satisfaction, Automotive Aftermarket, Marketing Strategy, Selling, Business Development, Automotive, Strategic Planning, Customer Service, Dealers, CRM, Dealer Management, Pricing, Sales Operations, Customer Retention, Marketing, Cold Calling, Purchasing, Management, Fleet Management, Direct Sales, Continuous Improvement, Forecasting, Parts, Warranty, Reynolds, Process Improvement, Gross Profit, Dealer Network..., Vehicle Leasing, Automotive Parts, Automotive Sales..., Aftersales
Education
College of San Mateo
Associate in Electronics
Andrew Attaway Andrew Attaway's Putnam Experience 1987 - 1989
Job Editor and Writer
Industry Publishing
Experience
Making Words Behave Editorial Services May 2011 - Present
Guideposts May 1995 - May 2011
Macmillan 1989 - 1994
Putnam 1987 - 1989
Oxford University Press 1978 - 1985
Simon and Schuster 1973 - 1978
Skills
Copy Editing, Books, Publishing, Editorial, Proofreading, Editing, Writing, Publications, Freelance Writing, Non-fiction, Fiction, Published Author, Fact-checking, Manuscript, Content Development, Blogging
Education
Queens College 1971 — 1973
Philosophy
Columbia University in the City of New York 1966 — 1969
Religion
Making Words Behave Editorial Services May 2011 - Present
Guideposts May 1995 - May 2011
Macmillan 1989 - 1994
Putnam 1987 - 1989
Oxford University Press 1978 - 1985
Simon and Schuster 1973 - 1978
Skills
Copy Editing, Books, Publishing, Editorial, Proofreading, Editing, Writing, Publications, Freelance Writing, Non-fiction, Fiction, Published Author, Fact-checking, Manuscript, Content Development, Blogging
Education
Queens College 1971 — 1973
Philosophy
Columbia University in the City of New York 1966 — 1969
Religion
Jonathan Skerry Jonathan Skerry's Putnam Experience 1999 - 2003
Job Business Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2013 - Present
Ameriprise Financial Services, Inc. October 2010 - November 2013
State Street April 2004 - February 2009
Putnam 1999 - 2003
Skills
Fixed Income, Mutual Funds, SDLC, Business Requirements, Fund Accounting
Education
Boston College - Wallace E. Carroll Graduate School of Management
Providence College 1982 — 1986
Brown Brothers Harriman November 2013 - Present
Ameriprise Financial Services, Inc. October 2010 - November 2013
State Street April 2004 - February 2009
Putnam 1999 - 2003
Skills
Fixed Income, Mutual Funds, SDLC, Business Requirements, Fund Accounting
Education
Boston College - Wallace E. Carroll Graduate School of Management
Providence College 1982 — 1986
Jonathan Reid Jonathan Reid's Putnam Experience 2000 - 2002
Job Vice President Operations Strategy Specialist at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon March 2014 - Present
Wipro Technologies March 2011 - February 2014
Multifonds September 2004 - March 2011
State Street 2003 - 2004
Deutsche Asset Management 2002 - 2003
Putnam 2000 - 2002
Skills
Fund Accounting, Asset Management, Fixed Income, Hedge Funds, Portfolio Management, Bloomberg, Financial Services, Equities, Derivatives, Mutual Funds, Capital Markets, Back Office, Corporate Actions, Securities, Investment Banking
Education
Clemson University 1995 — 1999
BS, Finance
Hanover High School 1991 — 1995
BNY Mellon March 2014 - Present
Wipro Technologies March 2011 - February 2014
Multifonds September 2004 - March 2011
State Street 2003 - 2004
Deutsche Asset Management 2002 - 2003
Putnam 2000 - 2002
Skills
Fund Accounting, Asset Management, Fixed Income, Hedge Funds, Portfolio Management, Bloomberg, Financial Services, Equities, Derivatives, Mutual Funds, Capital Markets, Back Office, Corporate Actions, Securities, Investment Banking
Education
Clemson University 1995 — 1999
BS, Finance
Hanover High School 1991 — 1995
Fred Isleib, CFA's Putnam Experience December 2008 - December 2009
Job Financial Market Analysis with Renewable Energy and Power Generation
Industry Renewables & Environment
Experience
Manulife August 2015 - Present
Nexant June 2010 - May 2014
Putnam December 2008 - December 2009
Putnam November 2005 - December 2008
Putnam March 2005 - November 2005
Global Equity Fund December 2003 - March 2005
Putnam Investments June 1993 - December 2003
Putnam Investments November 1994 - March 1997
Putnam Investments January 1994 - November 1994
Skills
Equity Research, Equities, Bloomberg, Investments, Portfolio Management, Valuation, Financial Modeling, Mutual Funds, Hedge Funds, Asset Managment, Asset Allocation, Alternative Investments, Fixed Income, Series 7, Quantitative Analytics, Finance, Asset Management, Strategy, Financial Analysis, Analysis, Management
Education
Babson College 1997 — 2001
F. W. Olin School; Masters, Management; Business Administration
Bentley University 1989 — 1993
BS, Accounting
Manulife August 2015 - Present
Nexant June 2010 - May 2014
Putnam December 2008 - December 2009
Putnam November 2005 - December 2008
Putnam March 2005 - November 2005
Global Equity Fund December 2003 - March 2005
Putnam Investments June 1993 - December 2003
Putnam Investments November 1994 - March 1997
Putnam Investments January 1994 - November 1994
Skills
Equity Research, Equities, Bloomberg, Investments, Portfolio Management, Valuation, Financial Modeling, Mutual Funds, Hedge Funds, Asset Managment, Asset Allocation, Alternative Investments, Fixed Income, Series 7, Quantitative Analytics, Finance, Asset Management, Strategy, Financial Analysis, Analysis, Management
Education
Babson College 1997 — 2001
F. W. Olin School; Masters, Management; Business Administration
Bentley University 1989 — 1993
BS, Accounting
Nicholas S. Cavanagh's Putnam Experience 1978 - 1980
Job Cavanagh Financial Services
Industry Financial Services
Experience
Miter Counsel 1989 - Present
Josepthal and Company 1981 - 1989
Putnam 1978 - 1980
Skills
Portfolio Management, Risk Analysis, Portfolio Construction, Client Relationship..., Client communications, Trust Management, Hedge Funds, Options Strategies, Managed Futures
Education
Bellarmine University
BA, History & Economics
Miter Counsel 1989 - Present
Josepthal and Company 1981 - 1989
Putnam 1978 - 1980
Skills
Portfolio Management, Risk Analysis, Portfolio Construction, Client Relationship..., Client communications, Trust Management, Hedge Funds, Options Strategies, Managed Futures
Education
Bellarmine University
BA, History & Economics
David Dwyer's Putnam Experience 1998 - 2005
Job at Financial Services Professional
Industry Financial Services
Experience
Financial Services Professional January 2011 - Present
Saba Capital Management March 2010 - February 2011
Renaissance Technologies October 2005 - May 2009
Putnam 1998 - 2005
Putnam Investments 1998 - 2003
Morgan Stanley Investment Management 1994 - 1996
Skills
Portfolio Management
Education
University of South Carolina - Darla Moore School of Business 1992 — 1994
MIBS, International Business
Boston College 1985 — 1989
BA, Int'l Relations
Financial Services Professional January 2011 - Present
Saba Capital Management March 2010 - February 2011
Renaissance Technologies October 2005 - May 2009
Putnam 1998 - 2005
Putnam Investments 1998 - 2003
Morgan Stanley Investment Management 1994 - 1996
Skills
Portfolio Management
Education
University of South Carolina - Darla Moore School of Business 1992 — 1994
MIBS, International Business
Boston College 1985 — 1989
BA, Int'l Relations
Josh Cooney's Putnam Experience 1997 - 1998
Job Senior Analyst, Quant Research Group at Invesco
Industry Financial Services
Rick Johannes's Putnam Experience DirectorPNC Bank1999 - 2001
Job Equity Analyst at Putnam
Industry Financial Services
Experience
Putnam DirectorPNC Bank1999 - 2001
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1995
MBA
University of Oklahoma 1984 — 1988
Putnam DirectorPNC Bank1999 - 2001
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1995
MBA
University of Oklahoma 1984 — 1988
Kenneth St. Amand, CAIA's Putnam Experience 2000 - 2004
Job Institutional Sales, Consultant and Affiliate Relations at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management January 2015 - Present
Natixis Global Asset Management January 2013 - December 2014
Natixis Global Asset Management August 2008 - January 2013
Columbia Management May 2006 - August 2008
State Street Global Markets 2004 - 2005
Putnam 2000 - 2004
Skills
CAIA, Hedge Funds, Private Equity, Series 3, Series 7, Series 66, Alternative Investments, Wealth Management, Securities, Structured Products, Asset Managment, Derivatives, Due Diligence, Investment Management, Financial Services, Capital Markets
Education
University of Southern Maine 1994 — 2000
Bachelor of Arts (B.A.), English Literature
Rochester Institute of Technology 1992 — 1993
Computer Engineering
Natixis Global Asset Management January 2015 - Present
Natixis Global Asset Management January 2013 - December 2014
Natixis Global Asset Management August 2008 - January 2013
Columbia Management May 2006 - August 2008
State Street Global Markets 2004 - 2005
Putnam 2000 - 2004
Skills
CAIA, Hedge Funds, Private Equity, Series 3, Series 7, Series 66, Alternative Investments, Wealth Management, Securities, Structured Products, Asset Managment, Derivatives, Due Diligence, Investment Management, Financial Services, Capital Markets
Education
University of Southern Maine 1994 — 2000
Bachelor of Arts (B.A.), English Literature
Rochester Institute of Technology 1992 — 1993
Computer Engineering
Patricia Samaris Scangas's Putnam Experience 2000 - 2001
Job Product Manager at MetLife
Industry Financial Services
Experience
MetLife Plan AdministratorPutnam InvestmentsAugust 2000 - July 2001
Putnam 2000 - 2001
Education
Assumption College 1994 — 1998
MetLife Plan AdministratorPutnam InvestmentsAugust 2000 - July 2001
Putnam 2000 - 2001
Education
Assumption College 1994 — 1998
Erwin Martens's Putnam Experience 2000 - 2003
Job at Erwin Martens Independent Risk Advisor
Industry Financial Services
Experience
Erwin Martens - Independent Risk Advisor April 2011 - Present
FinCad May 2011 - December 2014
TIAA-CREF 2009 - April 2011
TIAA-CREF 2003 - February 2009
Putnam 2000 - 2003
Lehman Brothers 1997 - 2000
Credit Suisse August 1990 - December 1996
German Hockey 1979 - 1980
University of North Dakota Fighting Sioux 1976 - 1980
Skills
Alternative Investments, Asset Allocation, Asset Management, Banking, Asset Managment, Bloomberg, Capital Markets, Credit, Credit Analysis, Credit Risk, Emerging Markets, Enterprise Risk..., Equities, Financial Analysis, Financial Markets, Financial Risk, Financial Services, Financial Modeling, Fixed Income, Hedge Funds, Insurance, Investments, Market Risk, Mutual Funds, Operational Risk, Operational Risk..., Philanthropy, Portfolio Management, Risk Management, Securities, Strategic Financial..., Wealth Management, Derivatives
Education
The University of North Dakota 1976 — 1985
Bachelor of Science Masters, Computer Science (BSc) Economics (Ma)
Selkirk Regional High School 1972 — 1976
Science
Erwin Martens - Independent Risk Advisor April 2011 - Present
FinCad May 2011 - December 2014
TIAA-CREF 2009 - April 2011
TIAA-CREF 2003 - February 2009
Putnam 2000 - 2003
Lehman Brothers 1997 - 2000
Credit Suisse August 1990 - December 1996
German Hockey 1979 - 1980
University of North Dakota Fighting Sioux 1976 - 1980
Skills
Alternative Investments, Asset Allocation, Asset Management, Banking, Asset Managment, Bloomberg, Capital Markets, Credit, Credit Analysis, Credit Risk, Emerging Markets, Enterprise Risk..., Equities, Financial Analysis, Financial Markets, Financial Risk, Financial Services, Financial Modeling, Fixed Income, Hedge Funds, Insurance, Investments, Market Risk, Mutual Funds, Operational Risk, Operational Risk..., Philanthropy, Portfolio Management, Risk Management, Securities, Strategic Financial..., Wealth Management, Derivatives
Education
The University of North Dakota 1976 — 1985
Bachelor of Science Masters, Computer Science (BSc) Economics (Ma)
Selkirk Regional High School 1972 — 1976
Science
Bill Loehning's Putnam Experience 2009 - Present
Job Putnam Investments, RIA Advisory Services
Industry Financial Services
Experience
Putnam 2009 - Present
Hartford Financial Services July 2006 - October 2009
Manulife Financial February 2004 - July 2006
Fidelity Investments October 2001 - February 2004
Education
Colgate University 1996 — 2000
Bachelor's degree, Economics
Colgate University 1996 — 2000
Economics
Putnam 2009 - Present
Hartford Financial Services July 2006 - October 2009
Manulife Financial February 2004 - July 2006
Fidelity Investments October 2001 - February 2004
Education
Colgate University 1996 — 2000
Bachelor's degree, Economics
Colgate University 1996 — 2000
Economics
Keith Roy's Putnam Experience 1997 - 2004
Job Client Service Rep at State Street Bank
Industry Financial Services
Experience
State Street Bank November 1997 - Present
putnam 1997 - 2004
state street 1997 - 2004
putnam 1997 - 2004
Education
Suffolk University - Sawyer School of Management 2006 — 2008
BS, Business Administration
Dean College 2001 — 2004
Associates
State Street Bank November 1997 - Present
putnam 1997 - 2004
state street 1997 - 2004
putnam 1997 - 2004
Education
Suffolk University - Sawyer School of Management 2006 — 2008
BS, Business Administration
Dean College 2001 — 2004
Associates
Christopher Colby's Putnam Experience 2001 - 2003
Job Regional Sales Representative at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments 2005 - Present
Sentinel Investments 2003 - 2005
Wells River Savings Bank June 1999 - May 2003
Putnam Investments September 2001 - April 2003
Putnam 2001 - 2003
Education
Champlain College 1999 — 2003
Blue Mountain Union High School 1995 — 1999
Sentinel Investments 2005 - Present
Sentinel Investments 2003 - 2005
Wells River Savings Bank June 1999 - May 2003
Putnam Investments September 2001 - April 2003
Putnam 2001 - 2003
Education
Champlain College 1999 — 2003
Blue Mountain Union High School 1995 — 1999
Deborah Broide's Putnam Experience 1985 - 1987
Job National Media/PR and Publicity at at America's Test Kitchen. Christopher Kimball's personal publicist.
Industry Public Relations and Communications
Experience
America's Test Kitchen 1991 - Present
Castle Connolly Medical Ltd. June 2015 - Present
The Jerome Robbins Foundation/The Robbins Rights Trust June 2009 - Present
Deborah Broide Publicity August 1989 - Present
Mayo Clinic 2011 - Present
Good Books May 2012 - November 2013
Mamiverse Media March 2012 - August 2013
White Flower Farm 2007 - 2012
Putnam Publishing 1987 - 1988
Putnam 1985 - 1987
Skills
Editing, Media Relations, Public Relations, Publicity, Books, Publishing, Press Releases, Editorial, Journalism, Film, Radio, AP Style, Copy Editing, Magazines, Advertising, Marketing Communications, Feature Articles, New Media, Blogging, Content Development, Publications, Web Content, Copywriting, Content Strategy, Newsletters, Storytelling, Content Management, Newspapers, Proofreading, News Writing
Education
University of Massachusetts, Amherst 1975 — 1979
BA, English/Journalism/French
America's Test Kitchen 1991 - Present
Castle Connolly Medical Ltd. June 2015 - Present
The Jerome Robbins Foundation/The Robbins Rights Trust June 2009 - Present
Deborah Broide Publicity August 1989 - Present
Mayo Clinic 2011 - Present
Good Books May 2012 - November 2013
Mamiverse Media March 2012 - August 2013
White Flower Farm 2007 - 2012
Putnam Publishing 1987 - 1988
Putnam 1985 - 1987
Skills
Editing, Media Relations, Public Relations, Publicity, Books, Publishing, Press Releases, Editorial, Journalism, Film, Radio, AP Style, Copy Editing, Magazines, Advertising, Marketing Communications, Feature Articles, New Media, Blogging, Content Development, Publications, Web Content, Copywriting, Content Strategy, Newsletters, Storytelling, Content Management, Newspapers, Proofreading, News Writing
Education
University of Massachusetts, Amherst 1975 — 1979
BA, English/Journalism/French
Christian Ruehrwein's Putnam Experience 2006 - 2006
Job Auditor at U.S. Department of Labor
Industry Accounting
Experience
U.S. Department of Labor July 2012 - Present
The MathWorks June 2007 - July 2012
The MathWorks 2007 - 2008
Liberty Tax Service 2005 - 2007
Putnam 2006 - 2006
Skills
Income Tax, Tax, Auditing, General Ledger, Corporate Tax, Accounting, Financial Analysis, Investments, Revenue Recognition, Internal Controls, Financial Statements, Account Reconciliation
Education
Bentley University 2008 — 2011
MST, Taxation
Bridgewater State University 2005 — 2007
bachelors, accounting
U.S. Department of Labor July 2012 - Present
The MathWorks June 2007 - July 2012
The MathWorks 2007 - 2008
Liberty Tax Service 2005 - 2007
Putnam 2006 - 2006
Skills
Income Tax, Tax, Auditing, General Ledger, Corporate Tax, Accounting, Financial Analysis, Investments, Revenue Recognition, Internal Controls, Financial Statements, Account Reconciliation
Education
Bentley University 2008 — 2011
MST, Taxation
Bridgewater State University 2005 — 2007
bachelors, accounting
Amy Pepin's Putnam Experience 1994 - 2004
Job HR Service Delivery Manager at Marsh & McLennan Companies
Industry Human Resources
Experience
Marsh & McLennan Companies January 2015 - Present
Marsh & McLennan Companies January 2012 - January 2015
Mercer January 2005 - January 2012
Putnam 1994 - 2004
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Bachelor of Business Administration (B.B.A.)
Marsh & McLennan Companies January 2015 - Present
Marsh & McLennan Companies January 2012 - January 2015
Mercer January 2005 - January 2012
Putnam 1994 - 2004
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Bachelor of Business Administration (B.B.A.)
Karen Reggiannini's Putnam Experience 1989 - 1994
Job Realtor at William Raveis Real Estate
Industry Real Estate
Experience
William Raveis-Real Estate, Mortgage, Insurance 2009 - Present
State Street Research 1994 - 1999
Putnam Investments 1989 - 1994
Putnam 1989 - 1994
Skills
Residential Real..., Short Sales, Condos, Sellers, Investments, Buyer Representation, Real Estate, First Time Home Buyers, Loans, Marketing Strategy, Selling
Education
Providence College 1985 — 1989
BA
Hingham
William Raveis-Real Estate, Mortgage, Insurance 2009 - Present
State Street Research 1994 - 1999
Putnam Investments 1989 - 1994
Putnam 1989 - 1994
Skills
Residential Real..., Short Sales, Condos, Sellers, Investments, Buyer Representation, Real Estate, First Time Home Buyers, Loans, Marketing Strategy, Selling
Education
Providence College 1985 — 1989
BA
Hingham
Betsy Warde's Putnam Experience 1997 - 2006
Job Regional Human Resource Manager Walgreens
Industry Human Resources
Experience
Walgreens June 2012 - Present
Mercer January 2006 - December 2011
Putnam 1997 - 2006
Fidelity Investments 1986 - 1997
Skills
Leadership Development, Organizational Learning, Talent Management, Organizational..., Performance Management, Succession Planning, Talent Assessment, Strategy, Career Development, Training, Employee Relations, Human Resources, Workforce Planning, Talent Acquisition, Program Management, Leadership, Onboarding, Employee Engagement, Change Management, Management
Education
Suffolk University - Sawyer Business School 1990 — 1995
MBA
State University of New York College at Potsdam 1982 — 1986
BM
Walgreens June 2012 - Present
Mercer January 2006 - December 2011
Putnam 1997 - 2006
Fidelity Investments 1986 - 1997
Skills
Leadership Development, Organizational Learning, Talent Management, Organizational..., Performance Management, Succession Planning, Talent Assessment, Strategy, Career Development, Training, Employee Relations, Human Resources, Workforce Planning, Talent Acquisition, Program Management, Leadership, Onboarding, Employee Engagement, Change Management, Management
Education
Suffolk University - Sawyer Business School 1990 — 1995
MBA
State University of New York College at Potsdam 1982 — 1986
BM
Rich Block's Putnam Experience 1998 - 2009
Job SVP FSquared Invetments
Industry Financial Services
Experience
F-Squared Investments July 2013 - July 2015
QuantShares April 2010 - May 2013
Putnam 1998 - 2009
Morgan Stanley 1988 - 1998
Skills
Equities, Series 7, Alternative Investments, Series 63, Mutual Funds, Bloomberg, ETFs, Equity Trading, Asset Managment, Securities, Derivatives, Investments, Trading Systems, Asset Allocation, Capital Markets, FINRA, Trading, Options, Portfolio Management, Equity Derivatives, Trading Strategies
Education
N.Y.U. Business School 1983 — 1985
Finance, General
State University of New York at Albany 1975 — 1979
B.S., Business
Jerich High School
Jerich High School
F-Squared Investments July 2013 - July 2015
QuantShares April 2010 - May 2013
Putnam 1998 - 2009
Morgan Stanley 1988 - 1998
Skills
Equities, Series 7, Alternative Investments, Series 63, Mutual Funds, Bloomberg, ETFs, Equity Trading, Asset Managment, Securities, Derivatives, Investments, Trading Systems, Asset Allocation, Capital Markets, FINRA, Trading, Options, Portfolio Management, Equity Derivatives, Trading Strategies
Education
N.Y.U. Business School 1983 — 1985
Finance, General
State University of New York at Albany 1975 — 1979
B.S., Business
Jerich High School
Jerich High School
John Cashman's Putnam Experience November 1999 - August 2004
Job Senior Compliance Specialist at Putnam Investments
Industry Financial Services
Experience
Putnam Investments February 2009 - Present
Putnam Investments June 2007 - January 2009
Putnam Investments September 2004 - May 2007
putnam November 1999 - August 2004
Skills
Mutual Funds, Financial Services, Series 7, Investments, Series 63, Business Analysis, Retirement, Finance
Education
Dean College 2010 — 2014
Associate's Degree, Business Studies
Putnam Investments February 2009 - Present
Putnam Investments June 2007 - January 2009
Putnam Investments September 2004 - May 2007
putnam November 1999 - August 2004
Skills
Mutual Funds, Financial Services, Series 7, Investments, Series 63, Business Analysis, Retirement, Finance
Education
Dean College 2010 — 2014
Associate's Degree, Business Studies
Christine Kelley-Melanson's Putnam Experience 1989 - 2000
Job Consultant at IsaGenix
Industry Information Technology and Services
Experience
IsaGenix September 2014 - Present
Enterprise Iron Financial Industry Solutions, Inc. January 2014 - Present
ASA June 2012 - January 2014
ING May 2001 - January 2012
Citistreet May 2001 - January 2012
New England Financial 2000 - 2001
Putnam 1989 - 2000
Skills
Six Sigma Green Belt, Certificate in Project..., SDLC, Business Analysis, Process Improvement, Vendor Management, Visio, Change Management, Requirements Analysis, Outsourcing, Relationship Management, PMP, Program Management, SharePoint, Business Requirements, Business Process..., Operations Management, Requirements Gathering, Testing, Project Management
Education
University of Massachusetts Boston 1988 — 1992
IsaGenix September 2014 - Present
Enterprise Iron Financial Industry Solutions, Inc. January 2014 - Present
ASA June 2012 - January 2014
ING May 2001 - January 2012
Citistreet May 2001 - January 2012
New England Financial 2000 - 2001
Putnam 1989 - 2000
Skills
Six Sigma Green Belt, Certificate in Project..., SDLC, Business Analysis, Process Improvement, Vendor Management, Visio, Change Management, Requirements Analysis, Outsourcing, Relationship Management, PMP, Program Management, SharePoint, Business Requirements, Business Process..., Operations Management, Requirements Gathering, Testing, Project Management
Education
University of Massachusetts Boston 1988 — 1992
Jared McCarthy's Putnam Experience May 2002 - August 2007
Job Frontend Specialist at Cavalry Portfolio Services
Industry Financial Services
Experience
Cavalry Portfolio Services January 2010 - Present
Cavalry Portfolio Services January 2010 - Present
Westchester Children's Museum May 2008 - August 2008
Westchester Children's Museum May 2008 - August 2008
Putnam May 2002 - August 2007
BJ's Wholesale Club October 2004 - August 2006
Education
State University of New York College at Oneonta 2006 — 2009
Bachelor of Science, Economics and Business
SUNY
Bachelors Degree; Regents Diploma, Business Economics
Cavalry Portfolio Services January 2010 - Present
Cavalry Portfolio Services January 2010 - Present
Westchester Children's Museum May 2008 - August 2008
Westchester Children's Museum May 2008 - August 2008
Putnam May 2002 - August 2007
BJ's Wholesale Club October 2004 - August 2006
Education
State University of New York College at Oneonta 2006 — 2009
Bachelor of Science, Economics and Business
SUNY
Bachelors Degree; Regents Diploma, Business Economics
Matt Bogaczyk's Putnam Experience 1997 - 2007
Job Owner at Granite State Gymnastics
Industry Health, Wellness and Fitness
Experience
Granite State Gymnastics July 2007 - Present
Putnam Investments October 1997 - June 2007
Putnam 1997 - 2007
Skills
Advertising, Holistic Health, Fitness, Coaching, Social Media, Customer Service, Personal Training, Public Relations, Nutrition, Public Speaking, Wellness, Social Media Marketing
Education
Norwich University 1985 — 1989
Business Administration and Management, General
Granite State Gymnastics July 2007 - Present
Putnam Investments October 1997 - June 2007
Putnam 1997 - 2007
Skills
Advertising, Holistic Health, Fitness, Coaching, Social Media, Customer Service, Personal Training, Public Relations, Nutrition, Public Speaking, Wellness, Social Media Marketing
Education
Norwich University 1985 — 1989
Business Administration and Management, General
Michelle MacNeil's Putnam Experience June 1995 - December 1996
Job Financial Services Professional
Industry Financial Services
Experience
UBS Financial Services Inc 2013 - 2014
Morgan Stanley Smith Barney December 2003 - June 2013
Merrill Lynch January 1997 - December 2003
Putnam June 1995 - December 1996
Merrill Lynch April 1994 - May 1995
Boston Financial Data Services January 1991 - April 1994
Skills
Customer Service, Microsoft Office, Investments, Financial Services, Microsoft Word, PowerPoint, Leadership, Finance, Wealth Management, Financial Analysis
Education
Newbury College 1992 — 1994
Paralegal Certificate Program, Legal Assistant/Paralegal
University of Massachusetts Dartmouth 1987 — 1991
Bachelor of Applied Science (BASc), Criminal Justice
UBS Financial Services Inc 2013 - 2014
Morgan Stanley Smith Barney December 2003 - June 2013
Merrill Lynch January 1997 - December 2003
Putnam June 1995 - December 1996
Merrill Lynch April 1994 - May 1995
Boston Financial Data Services January 1991 - April 1994
Skills
Customer Service, Microsoft Office, Investments, Financial Services, Microsoft Word, PowerPoint, Leadership, Finance, Wealth Management, Financial Analysis
Education
Newbury College 1992 — 1994
Paralegal Certificate Program, Legal Assistant/Paralegal
University of Massachusetts Dartmouth 1987 — 1991
Bachelor of Applied Science (BASc), Criminal Justice