Putnam Investments
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. Parent organization: Great-West Lifeco Customer service: 00 1 617-292-1000 Number of employees: 1,700+ CEO: Robert L. Reynolds (1 Jul 2008–) Headquarters: Boston, Massachusetts, United States Subsidiaries: PanAgora Asset Management, Inc.,
Putnam Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Putnam Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Putnam Investments Salaries. You can even request information on how much does Putnam Investments pay if you want to. Learn about salaries, pros and cons of working for Putnam Investments directly from the past employees.
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5,113 Putnam Investments employees in database. Find out everything there's to know about Putnam Investments 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 Investments Employees
Employee
Years
Job
Industry
Alyssa Rammacher Alyssa Rammacher's Putnam Investments Experience 2001 - 2002
Job Project Coordinator
Industry Legal Services
Experience
Garretson Resolution Group February 2015 - Present
Harrigan and Crew September 2012 - February 2015
Phyllis at the Madison April 2008 - September 2012
Neva Rogers Skin Care December 2006 - April 2008
Le Mistral April 2003 - June 2004
Putnam Investments 2001 - 2002
Skills
Retail, Event Planning, Research, Customer Service, Marketing, Sales, Marketing Communications, Marketing Strategy, Public Speaking, Social Media, Social Networking, Public Relations
Education
Xavier University 2014 — 2014
Project Management Certification
Aveda Fredric's Institute 2005 — 2006
Managing Esthetician and Managing Nail Technician
Miami University 1997 — 2000
Bachelor of Arts (B.A.), Journalism
Denison University 1995 — 1996
Garretson Resolution Group February 2015 - Present
Harrigan and Crew September 2012 - February 2015
Phyllis at the Madison April 2008 - September 2012
Neva Rogers Skin Care December 2006 - April 2008
Le Mistral April 2003 - June 2004
Putnam Investments 2001 - 2002
Skills
Retail, Event Planning, Research, Customer Service, Marketing, Sales, Marketing Communications, Marketing Strategy, Public Speaking, Social Media, Social Networking, Public Relations
Education
Xavier University 2014 — 2014
Project Management Certification
Aveda Fredric's Institute 2005 — 2006
Managing Esthetician and Managing Nail Technician
Miami University 1997 — 2000
Bachelor of Arts (B.A.), Journalism
Denison University 1995 — 1996
Christopher Noyes Christopher Noyes's Putnam Investments Experience February 2014 - Present
Job Retirement Consultant
Industry Financial Services
Experience
EMPOWER Retirement January 2015 - Present
Putnam Investments February 2014 - Present
Putnam Investments May 2013 - February 2014
Putnam Investments September 2012 - May 2013
Tewksbury Paint and Hardware April 2006 - March 2013
Skills
Series 7, Series 63, Customer Service, Mutual Funds, Management, Investments, Microsoft Excel, Finance, Accounting, Portfolio Management, Lacrosse
Education
Assumption College 2008 — 2012
Bachelor of Arts, Economics
EMPOWER Retirement January 2015 - Present
Putnam Investments February 2014 - Present
Putnam Investments May 2013 - February 2014
Putnam Investments September 2012 - May 2013
Tewksbury Paint and Hardware April 2006 - March 2013
Skills
Series 7, Series 63, Customer Service, Mutual Funds, Management, Investments, Microsoft Excel, Finance, Accounting, Portfolio Management, Lacrosse
Education
Assumption College 2008 — 2012
Bachelor of Arts, Economics
Anne-Claire C. Roesch Anne-Claire C. Roesch's Putnam Investments Experience June 2007 - August 2007
Job Senior Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte July 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. June 2014 - August 2014
Deloitte Consulting August 2012 - June 2013
Deloitte Consulting August 2010 - August 2012
Deloitte Financial Advisory Services, LLP August 2008 - August 2010
Putnam Investments June 2007 - August 2007
Skills
Change Management, Talent Management, Process Improvement, Consulting, Organizational Design, Decision Rights, Project Management, Public Speaking, Talent Strategy, Business Transformation, Human Capital, Leadership, Healthcare Consulting, Governance, Mentoring, Strategic Communications, Leadership Alignment, Civic Engagement, Succession Planning, Financial Regulation, Client Co-ordination, Corporate Fraud..., Report Writing, Organizational..., Organizational..., Enterprise Risk..., Management Consulting, Strategy
Education
Yale School of Management 2013 — 2015
Master of Business Administration (MBA), International Business
Amherst College 2004 — 2008
B.A. cum laude, Law, Jurisprudence & Social Thought; French Literature
Staples High School 2000 — 2004
Deloitte July 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. June 2014 - August 2014
Deloitte Consulting August 2012 - June 2013
Deloitte Consulting August 2010 - August 2012
Deloitte Financial Advisory Services, LLP August 2008 - August 2010
Putnam Investments June 2007 - August 2007
Skills
Change Management, Talent Management, Process Improvement, Consulting, Organizational Design, Decision Rights, Project Management, Public Speaking, Talent Strategy, Business Transformation, Human Capital, Leadership, Healthcare Consulting, Governance, Mentoring, Strategic Communications, Leadership Alignment, Civic Engagement, Succession Planning, Financial Regulation, Client Co-ordination, Corporate Fraud..., Report Writing, Organizational..., Organizational..., Enterprise Risk..., Management Consulting, Strategy
Education
Yale School of Management 2013 — 2015
Master of Business Administration (MBA), International Business
Amherst College 2004 — 2008
B.A. cum laude, Law, Jurisprudence & Social Thought; French Literature
Staples High School 2000 — 2004
Allie Dalglish Allie Dalglish's Putnam Investments Experience July 2011 - July 2014
Job Investor Relations Associate at Yelp
Industry Internet
Experience
Yelp September 2014 - Present
Putnam Investments July 2011 - July 2014
CitySquash June 2010 - August 2010
Urban Outfitters May 2009 - August 2009
Urban Outfitters May 2008 - August 2008
Skills
Bloomberg, PowerPoint, Excel, Financial Modeling, Valuation, Investments, Financial Analysis, Economics, Research, Equities, Corporate Finance, Microsoft Word, Microsoft Office, Alternative Investments, Microsoft Excel
Education
Amherst College 2007 — 2011
B.A., Psychology, French, Cum Laude
Université Paris-Sorbonne 2009 — 2009
French Language and Literature
The Lawrenceville School 2005 — 2007
Diploma
Yelp September 2014 - Present
Putnam Investments July 2011 - July 2014
CitySquash June 2010 - August 2010
Urban Outfitters May 2009 - August 2009
Urban Outfitters May 2008 - August 2008
Skills
Bloomberg, PowerPoint, Excel, Financial Modeling, Valuation, Investments, Financial Analysis, Economics, Research, Equities, Corporate Finance, Microsoft Word, Microsoft Office, Alternative Investments, Microsoft Excel
Education
Amherst College 2007 — 2011
B.A., Psychology, French, Cum Laude
Université Paris-Sorbonne 2009 — 2009
French Language and Literature
The Lawrenceville School 2005 — 2007
Diploma
Tatenda Chitemerere Tatenda Chitemerere's Putnam Investments Experience January 2007 - January 2008
Job Candidate at Sitting for the 2015 Massachusetts and Connecticut Bar
Industry Law Practice
Experience
2015 Massachusetts and Connecticut Bar July 2015 - Present
American Bar Association May 2014 - Present
Western New England University School of Law June 2014 - July 2015
American Bar Association October 2014 - April 2015
Massachusetts Commission Against Discrimination May 2014 - September 2014
Office of State Representative Diana DiZoglio January 2013 - May 2013
Liberty Mutual Insurance May 2011 - August 2012
Liberty Mutual September 2008 - May 2012
Richard Neal For Congress October 2010 - December 2010
Putnam Investments January 2007 - January 2008
Skills
Risk Management, Westlaw, Social Media, Estate Planning, Series 6, Legislative Advocacy, Constituent Relations, Constituent..., Constituent Services, Customer Retention, Constituent..., Customer Service, Customer Support, Computer Proficiency, Insurance Planning, Foreign Policy, Government, Legal Writing, Legal, Lexis, Litigation, Licensed Property &..., Legal Research, Microsoft Word, Microsoft Excel, Microsoft Office, Property & Casualty..., Politics, Political Campaigns, Public Policy, PowerPoint, Political Science, RISK ASSESMENT, Research, Sales, Six Sigma, Typing, Umbrella Insurance, White Belt, Mediation, Policy Analysis, Insurance, Policy, Public Speaking
Education
Western New England University School of Law 2013 — 2015
Doctor of Law (J.D.), Law
American International College 2008 — 2011
BA, Political Science
Haverhill High School 2001 — 2005
High School
Haverhill High School 2001 — 2005
Massachusetts School of Law
2015 Massachusetts and Connecticut Bar July 2015 - Present
American Bar Association May 2014 - Present
Western New England University School of Law June 2014 - July 2015
American Bar Association October 2014 - April 2015
Massachusetts Commission Against Discrimination May 2014 - September 2014
Office of State Representative Diana DiZoglio January 2013 - May 2013
Liberty Mutual Insurance May 2011 - August 2012
Liberty Mutual September 2008 - May 2012
Richard Neal For Congress October 2010 - December 2010
Putnam Investments January 2007 - January 2008
Skills
Risk Management, Westlaw, Social Media, Estate Planning, Series 6, Legislative Advocacy, Constituent Relations, Constituent..., Constituent Services, Customer Retention, Constituent..., Customer Service, Customer Support, Computer Proficiency, Insurance Planning, Foreign Policy, Government, Legal Writing, Legal, Lexis, Litigation, Licensed Property &..., Legal Research, Microsoft Word, Microsoft Excel, Microsoft Office, Property & Casualty..., Politics, Political Campaigns, Public Policy, PowerPoint, Political Science, RISK ASSESMENT, Research, Sales, Six Sigma, Typing, Umbrella Insurance, White Belt, Mediation, Policy Analysis, Insurance, Policy, Public Speaking
Education
Western New England University School of Law 2013 — 2015
Doctor of Law (J.D.), Law
American International College 2008 — 2011
BA, Political Science
Haverhill High School 2001 — 2005
High School
Haverhill High School 2001 — 2005
Massachusetts School of Law
Matthew Pieterse Matthew Pieterse's Putnam Investments Experience June 2011 - August 2011
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
RBC Capital Markets July 2013 - June 2015
RBC Capital Markets June 2012 - August 2012
Putnam Investments June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Bloomberg
Education
Amherst College
J.P. Morgan June 2015 - Present
RBC Capital Markets July 2013 - June 2015
RBC Capital Markets June 2012 - August 2012
Putnam Investments June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Bloomberg
Education
Amherst College
Tracey MacLellan Tracey MacLellan's Putnam Investments Experience September 1996 - November 1997
Job Senior Marketing Specialist at AIG
Industry Insurance
Experience
AIG August 2012 - Present
Dwight Asset Management February 2003 - July 2012
Lionbridge Technologies September 2000 - January 2003
Fidelity Investments March 1999 - September 2000
Vanguard Group January 1998 - February 1999
Putnam Investments September 1996 - November 1997
Skills
Adobe Creative Suite, MS Office Suite, RFP preparation, Writing..., CRM software, Presentation Development, Sales Presentations, Customer Presentations, Editing, MS Project, Fixed Income Products, Stable Value, eVestment Database, Zephyr StyleAdvisor, RFP Machine, PowerPoint, Time Management, Meeting Deadlines, RFP, Microsoft Office, Leadership, Social Media, Project Management, Business Development, New Business Development, Marketing Communications, CRM, Social Media Marketing, Asset Managment, Fixed Income, Strategic Planning, Insurance, Microsoft Excel, Risk Management, Investments, Analysis, Financial Analysis, Microsoft Word, Project Planning, Outlook, Team Leadership, Proposal Writing, Marketing Strategy, Financial Services, Data Analysis, Marketing, Asset Management, Salesforce.com, Training, Budgets
Education
American University
BA, International Relations
AIG August 2012 - Present
Dwight Asset Management February 2003 - July 2012
Lionbridge Technologies September 2000 - January 2003
Fidelity Investments March 1999 - September 2000
Vanguard Group January 1998 - February 1999
Putnam Investments September 1996 - November 1997
Skills
Adobe Creative Suite, MS Office Suite, RFP preparation, Writing..., CRM software, Presentation Development, Sales Presentations, Customer Presentations, Editing, MS Project, Fixed Income Products, Stable Value, eVestment Database, Zephyr StyleAdvisor, RFP Machine, PowerPoint, Time Management, Meeting Deadlines, RFP, Microsoft Office, Leadership, Social Media, Project Management, Business Development, New Business Development, Marketing Communications, CRM, Social Media Marketing, Asset Managment, Fixed Income, Strategic Planning, Insurance, Microsoft Excel, Risk Management, Investments, Analysis, Financial Analysis, Microsoft Word, Project Planning, Outlook, Team Leadership, Proposal Writing, Marketing Strategy, Financial Services, Data Analysis, Marketing, Asset Management, Salesforce.com, Training, Budgets
Education
American University
BA, International Relations
Kenny Mah Kenny Mah's Putnam Investments Experience April 2013 - Present
Job Project Manager at Putnam Investments
Industry Real Estate
Experience
Putnam Investments April 2013 - Present
NU DMZ, LLC April 2000 - Present
Partners HealthCare April 2012 - April 2013
GOS November 2011 - April 2012
RIC January 2010 - 2011
Microbia August 2008 - December 2009
Federal Reserve Bank of Boston April 2008 - August 2008
RoanSolutions March 2007 - April 2008
Miller Systems September 2006 - March 2007
Raytheon July 2003 - September 2006
Skills
Kaseya, VMware, Active Directory, Project Management, Cloud Computing, Microsoft Technologies, Mobile Technology, Blackberry Enterprise..., Online Backup, Disaster Recovery, Windows 7, Windows Server, Windows, Leadership, Microsoft Exchange, XP, Servers, Troubleshooting, Networking, Information Technology, Network Security, Hardware, VPN, Integration, Virtualization, Group Policy, System Administration, SharePoint, Microsoft SQL Server, System Deployment, TCP/IP, DNS, Linux, SAN, Wireless, Management, Computer Security, Cisco Technologies, Blackberry, Security, Printers, Network Administration, Analysis, Software Documentation, Laptops, Infrastructure, Software Installation, Visio, Sales, Firewalls
Education
Aspen University 2010 — 2014
MBA, Project Management
Northeastern University 2000 — 2004
BS, Computer Science
north quincy high
Putnam Investments April 2013 - Present
NU DMZ, LLC April 2000 - Present
Partners HealthCare April 2012 - April 2013
GOS November 2011 - April 2012
RIC January 2010 - 2011
Microbia August 2008 - December 2009
Federal Reserve Bank of Boston April 2008 - August 2008
RoanSolutions March 2007 - April 2008
Miller Systems September 2006 - March 2007
Raytheon July 2003 - September 2006
Skills
Kaseya, VMware, Active Directory, Project Management, Cloud Computing, Microsoft Technologies, Mobile Technology, Blackberry Enterprise..., Online Backup, Disaster Recovery, Windows 7, Windows Server, Windows, Leadership, Microsoft Exchange, XP, Servers, Troubleshooting, Networking, Information Technology, Network Security, Hardware, VPN, Integration, Virtualization, Group Policy, System Administration, SharePoint, Microsoft SQL Server, System Deployment, TCP/IP, DNS, Linux, SAN, Wireless, Management, Computer Security, Cisco Technologies, Blackberry, Security, Printers, Network Administration, Analysis, Software Documentation, Laptops, Infrastructure, Software Installation, Visio, Sales, Firewalls
Education
Aspen University 2010 — 2014
MBA, Project Management
Northeastern University 2000 — 2004
BS, Computer Science
north quincy high
Amy Bewley Amy Bewley's Putnam Investments Experience August 1997 - August 2003
Job Coordinator of Admissions, Marketing and Communications at Academy for Science and Design
Industry Photography
Experience
Academy for Science and Design June 2014 - Present
Academy for Science and Design September 2013 - June 2014
Merrimack School District, Self Employed September 2010 - June 2014
Putnam Investments August 1997 - August 2003
Fidelity Investments August 1996 - July 1997
Great Lakes Bank, N.A. August 1990 - April 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Social Networking, Photography, Social Media, Editing
Education
Salem State College 1986 — 1990
Detroit Business Institute-Southfield 1993 — 1994
Academy for Science and Design June 2014 - Present
Academy for Science and Design September 2013 - June 2014
Merrimack School District, Self Employed September 2010 - June 2014
Putnam Investments August 1997 - August 2003
Fidelity Investments August 1996 - July 1997
Great Lakes Bank, N.A. August 1990 - April 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Social Networking, Photography, Social Media, Editing
Education
Salem State College 1986 — 1990
Detroit Business Institute-Southfield 1993 — 1994
Kevin Lemire's Putnam Investments Experience March 1995 - Present
Job Director,Real Estate at Putnam Investments
Industry Financial Services
Experience
Putnam Investments March 1995 - Present
Bose Corporation November 1993 - September 1994
Pioneer Investments June 1992 - October 1993
Data General 1980 - 1992
Skills
Asset Managment, Mergers, Asset Management, Real Estate, Mergers & Acquisitions, Management, Financial Analysis, Budgets, Portfolio Management, Leadership, Negotiation, Project Planning, Facilities Management, Analysis, Corporate Real Estate, Vendor Management, Risk Management
Education
Assumption College
MBA, General Business
Central New England College
BS, Management
Putnam Investments March 1995 - Present
Bose Corporation November 1993 - September 1994
Pioneer Investments June 1992 - October 1993
Data General 1980 - 1992
Skills
Asset Managment, Mergers, Asset Management, Real Estate, Mergers & Acquisitions, Management, Financial Analysis, Budgets, Portfolio Management, Leadership, Negotiation, Project Planning, Facilities Management, Analysis, Corporate Real Estate, Vendor Management, Risk Management
Education
Assumption College
MBA, General Business
Central New England College
BS, Management
Edward Acton's Putnam Investments Experience June 2012 - August 2013
Job Treasury Market Strategist at Royal Bank of Scotland
Industry Financial Services
Experience
Royal Bank of Scotland July 2014 - Present
Putnam Investments June 2012 - August 2013
Education
Amherst College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Lincoln-Sudbury Regional High School 2006 — 2010
Royal Bank of Scotland July 2014 - Present
Putnam Investments June 2012 - August 2013
Education
Amherst College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Lincoln-Sudbury Regional High School 2006 — 2010
Michael Clare Michael Clare's Putnam Investments Experience July 1999 - October 2005
Job Director of Institutional Business Development at GW&K Investment Management
Industry Investment Management
Experience
GW&K Investment Management January 2015 - Present
GW&K Investment Management October 2010 - Present
The Boston Company July 2007 - October 2010
Investors Bank & Trust October 2005 - May 2007
Putnam Investments July 1999 - October 2005
Arl-Cam Realty Investments October 1996 - May 2003
Skills
Series 7, Investments, Series 63
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2007
Master of Business Administration (M.B.A.)
Arizona State University 1996 — 2000
B.S., Political Science
Brewster Academy 1995 — 1996
Post Graduate Certificate, PG
Winchester High School 1991 — 1995
9-12
GW&K Investment Management January 2015 - Present
GW&K Investment Management October 2010 - Present
The Boston Company July 2007 - October 2010
Investors Bank & Trust October 2005 - May 2007
Putnam Investments July 1999 - October 2005
Arl-Cam Realty Investments October 1996 - May 2003
Skills
Series 7, Investments, Series 63
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2007
Master of Business Administration (M.B.A.)
Arizona State University 1996 — 2000
B.S., Political Science
Brewster Academy 1995 — 1996
Post Graduate Certificate, PG
Winchester High School 1991 — 1995
9-12
James Wesneski James Wesneski's Putnam Investments Experience July 1995 - December 2000
Job programmer analyst at Sungard (Omniplus)
Industry Computer Software
Experience
Sungard September 2000 - Present
Scudder Investments January 2000 - July 2004
Putnam Investments July 1995 - December 2000
Iceland Review 1990 - 1995
Education
Stetson University 1981 — 1985
BA, German
Pädagogische Hochschule Freiburg 1982 — 1983
Certificate, German English translation
Sungard September 2000 - Present
Scudder Investments January 2000 - July 2004
Putnam Investments July 1995 - December 2000
Iceland Review 1990 - 1995
Education
Stetson University 1981 — 1985
BA, German
Pädagogische Hochschule Freiburg 1982 — 1983
Certificate, German English translation
Emily Durbin Emily Durbin's Putnam Investments Experience October 1990 - August 2007
Job Outplacement consultant at ClearRock
Industry Professional Training & Coaching
Experience
ClearRock 2008 - Present
Winter Street Consulting 2007 - Present
Putnam Investments October 1990 - August 2007
Putnam Investments 1990 - 2007
Eastman Kodak Company April 1980 - June 1990
The Genesee Hospital 1965 - 1980
Skills
Outplacement, Workshop Facilitation, Program Management, Staff Development, Career Development, Coaching, 360 Feedback, Talent Management, Career Counseling, Organizational..., MBTI, Training, Strategy, Interviews, Management, Instructional Design, Organizational..., Management Consulting, Job Search Strategies, Job Search, Employee Training, Job Coaching, Performance Improvement, Performance Management, Workforce Planning, Onboarding, Consulting, Personal Development, Change Management, Resume Writing, Interview Preparation, Executive Development, Organizational Design, Career Assessment, Management Development, Conflict Resolution, Succession Planning, CRM, Leadership, HR Consulting, Training Delivery, Career Management, Emotional Intelligence, Human Resources, Recruiting, Culture Change, Project Management, Employee Relations, Employee Engagement, Job Analysis
Education
Rochester Institute of Technology 1976 — 1979
M.S., Instructional Design
State University of New York Empire State College 1974 — 1976
BS, Laboratory Management
Alfred State College - SUNY College of Technology 1963 — 1965
AAS, medical laboratory technology
ClearRock 2008 - Present
Winter Street Consulting 2007 - Present
Putnam Investments October 1990 - August 2007
Putnam Investments 1990 - 2007
Eastman Kodak Company April 1980 - June 1990
The Genesee Hospital 1965 - 1980
Skills
Outplacement, Workshop Facilitation, Program Management, Staff Development, Career Development, Coaching, 360 Feedback, Talent Management, Career Counseling, Organizational..., MBTI, Training, Strategy, Interviews, Management, Instructional Design, Organizational..., Management Consulting, Job Search Strategies, Job Search, Employee Training, Job Coaching, Performance Improvement, Performance Management, Workforce Planning, Onboarding, Consulting, Personal Development, Change Management, Resume Writing, Interview Preparation, Executive Development, Organizational Design, Career Assessment, Management Development, Conflict Resolution, Succession Planning, CRM, Leadership, HR Consulting, Training Delivery, Career Management, Emotional Intelligence, Human Resources, Recruiting, Culture Change, Project Management, Employee Relations, Employee Engagement, Job Analysis
Education
Rochester Institute of Technology 1976 — 1979
M.S., Instructional Design
State University of New York Empire State College 1974 — 1976
BS, Laboratory Management
Alfred State College - SUNY College of Technology 1963 — 1965
AAS, medical laboratory technology
STEVE BEDDOW STEVE BEDDOW's Putnam Investments Experience 1998 - 1998
Job Investment Management Professional
Industry Information Services
Experience
Reference Audio October 2008 - Present
JPMorgan Chase December 2004 - November 2008
JPMorgan Chase May 2007 - May 2008
State Street Corporation January 2000 - October 2004
Putnam Investments 1998 - 1998
Skills
Business Consulting, Problem Resolution, Project Deployment, Business Intelligence, Strategic Implementation, Cost Reduction, Critical Thinking, Process Improvement, Operational Analysis, Risk Management, Change Management, Team Builder
Education
Assumption College
BA, Business Management with Economic and Finance Minor
Marylhurst University
2008 MBA, Business Management; Finance Concentration
Regis University
2003 MBA; MA, Business Management; International Concentration
Villanova University
2003 Masters Certificate, Applied Project Management
Reference Audio October 2008 - Present
JPMorgan Chase December 2004 - November 2008
JPMorgan Chase May 2007 - May 2008
State Street Corporation January 2000 - October 2004
Putnam Investments 1998 - 1998
Skills
Business Consulting, Problem Resolution, Project Deployment, Business Intelligence, Strategic Implementation, Cost Reduction, Critical Thinking, Process Improvement, Operational Analysis, Risk Management, Change Management, Team Builder
Education
Assumption College
BA, Business Management with Economic and Finance Minor
Marylhurst University
2008 MBA, Business Management; Finance Concentration
Regis University
2003 MBA; MA, Business Management; International Concentration
Villanova University
2003 Masters Certificate, Applied Project Management
Anastasia Dimopoulos Anastasia Dimopoulos's Putnam Investments Experience 1997 - 1999
Job ESP Technology and Library at Haverhill Public Schools
Industry Real Estate
Experience
Haverhill Public Schools September 2012 - Present
Keller Williams Realty -Newburyport/Topsfield October 2011 - Present
Heritage Realty Associates 2009 - November 2011
Seacoast Motors 2000 - 2009
Putnam Investments 1997 - 1999
Skills
National Association of..., Sellers, New Home Sales, Short Sales, Listings, Real Estate, Selling, Referrals, First Time Home Buyers, Investment Properties, Foreclosures, Buyers, Single Family Homes, Residential Homes, Buyer Representation, Condos, Relocation
Education
American International College 2013 — 2015
Master of Education (M.Ed.), Elementary Education and Teaching
Merrimack College 1987 — 1991
Bachelors of Science, Business Administration/Marketing
Haverhill Public Schools September 2012 - Present
Keller Williams Realty -Newburyport/Topsfield October 2011 - Present
Heritage Realty Associates 2009 - November 2011
Seacoast Motors 2000 - 2009
Putnam Investments 1997 - 1999
Skills
National Association of..., Sellers, New Home Sales, Short Sales, Listings, Real Estate, Selling, Referrals, First Time Home Buyers, Investment Properties, Foreclosures, Buyers, Single Family Homes, Residential Homes, Buyer Representation, Condos, Relocation
Education
American International College 2013 — 2015
Master of Education (M.Ed.), Elementary Education and Teaching
Merrimack College 1987 — 1991
Bachelors of Science, Business Administration/Marketing
Julie Burkle's Putnam Investments Experience March 2005 - February 2009
Job Web Publishing Editor at CBRE/New England
Industry Commercial Real Estate
Experience
CBRE/New England January 2011 - Present
CBRE/New England November 2009 - January 2011
Putnam Investments March 2005 - February 2009
Putnam Investments January 2002 - March 2005
Putnam Investments November 1999 - January 2002
Seragen, Inc September 1996 - October 1999
Skills
Dreamweaver, HTML, Photoshop, Marketing, Training, Editing, CMS, Email Marketing, SEO, Online Marketing, E-Learning, Social Media, Financial Services, Databases, Adobe Creative Suite, WordPress, SharePoint, Microsoft Office, Flipbook, Google Analytics, Commercial Real Estate
Education
Boston University 2002 — 2003
Web Design + Development Certification
Assumption College 1992 — 1996
BA, Marketing
CBRE/New England January 2011 - Present
CBRE/New England November 2009 - January 2011
Putnam Investments March 2005 - February 2009
Putnam Investments January 2002 - March 2005
Putnam Investments November 1999 - January 2002
Seragen, Inc September 1996 - October 1999
Skills
Dreamweaver, HTML, Photoshop, Marketing, Training, Editing, CMS, Email Marketing, SEO, Online Marketing, E-Learning, Social Media, Financial Services, Databases, Adobe Creative Suite, WordPress, SharePoint, Microsoft Office, Flipbook, Google Analytics, Commercial Real Estate
Education
Boston University 2002 — 2003
Web Design + Development Certification
Assumption College 1992 — 1996
BA, Marketing
Reinhild Davis Reinhild Davis's Putnam Investments Experience September 1991 - April 2001
Job Real Estate Agent at CocoEarly Bridge Realty Plaistow
Industry Real Estate
Experience
CocoEarly & Associates, Bridge Division July 2010 - Present
NH Audubon 2003 - Present
SAU 55 Public Schools 2003 - 2011
The Fireplace Center September 2001 - January 2002
Putnam Investments September 1991 - April 2001
Skills
Buyer Representation, First Time Home Buyers, Real Estate, Relocation, Sellers, Single Family Homes, Condos, Listings, Foreclosures, Property, Rentals, Referrals, New Home Sales, REO
Education
University of New Haven 1985 — 1991
Master of Business Administration (MBA), Hotel/ Restaurant Management
U-Mass Lowell 2003 — 2005
Certificate, Dietetics and Clinical Nutrition Services, Only took 3 courses toward certificate
Aristoteleion Panepistimion Thessalonikis 1979 — 1984
Ptychion (Masters equivalent), German Language and Literature
Lexington High School
High School, Design and Applied Arts, 9-12
CocoEarly & Associates, Bridge Division July 2010 - Present
NH Audubon 2003 - Present
SAU 55 Public Schools 2003 - 2011
The Fireplace Center September 2001 - January 2002
Putnam Investments September 1991 - April 2001
Skills
Buyer Representation, First Time Home Buyers, Real Estate, Relocation, Sellers, Single Family Homes, Condos, Listings, Foreclosures, Property, Rentals, Referrals, New Home Sales, REO
Education
University of New Haven 1985 — 1991
Master of Business Administration (MBA), Hotel/ Restaurant Management
U-Mass Lowell 2003 — 2005
Certificate, Dietetics and Clinical Nutrition Services, Only took 3 courses toward certificate
Aristoteleion Panepistimion Thessalonikis 1979 — 1984
Ptychion (Masters equivalent), German Language and Literature
Lexington High School
High School, Design and Applied Arts, 9-12
David Lambl David Lambl's Putnam Investments Experience February 2013 - Present
Job Quantitative Investment Associate at Putnam Investments
Industry Investment Management
Experience
Putnam Investments February 2013 - Present
TransMarket Group, L.L.C. July 2012 - August 2012
NIBC September 2010 - February 2011
BNY Mellon July 2008 - August 2008
Intertek January 2007 - July 2007
Skills
VBA, C++, Matlab, Bloomberg Terminal, Options, Java, R, Python, Hadoop, Data Analytics, Cassandra, Debian
Education
Cornell University 2011 — 2012
Master, Financial Engineering
London School of Economics and Political Science 2008 — 2011
BSc, Mathematics and Economics
Johann Wolfgang Goethe-Universität Frankfurt am Main 2009 — 2010
Bachelor of Science (BSc), Finance
University of Luxembourg 2007 — 2010
BSc, Economics
Putnam Investments February 2013 - Present
TransMarket Group, L.L.C. July 2012 - August 2012
NIBC September 2010 - February 2011
BNY Mellon July 2008 - August 2008
Intertek January 2007 - July 2007
Skills
VBA, C++, Matlab, Bloomberg Terminal, Options, Java, R, Python, Hadoop, Data Analytics, Cassandra, Debian
Education
Cornell University 2011 — 2012
Master, Financial Engineering
London School of Economics and Political Science 2008 — 2011
BSc, Mathematics and Economics
Johann Wolfgang Goethe-Universität Frankfurt am Main 2009 — 2010
Bachelor of Science (BSc), Finance
University of Luxembourg 2007 — 2010
BSc, Economics
Anna Dadashyan Anna Dadashyan's Putnam Investments Experience April 1992 - April 1996
Job Senior Analyst, Mutual Fund Operations and Risk Management, MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 1996 - Present
Putnam Investments April 1992 - April 1996
Putnam Investments April 1992 - April 1996
Skills
Relationship Management, Risk Management, Mutual Funds, Fixed Income, Financial Services, Hedge Funds, Investments, Securities, CRM, Capital Markets, Derivatives, Financial Markets, Asset Management, Portfolio Management, Financial Analysis, Equities, Asset Allocation, Alternative Investments, Bloomberg, Process Improvement, Business Analysis, 401k, Series 63, Microsoft Excel, Microsoft Office
Education
Azerbaijan University 1980 — 1985
Bachelor of Science, Business Administration, Business Management
Azerbaijan University
MFS Investment Management April 1996 - Present
Putnam Investments April 1992 - April 1996
Putnam Investments April 1992 - April 1996
Skills
Relationship Management, Risk Management, Mutual Funds, Fixed Income, Financial Services, Hedge Funds, Investments, Securities, CRM, Capital Markets, Derivatives, Financial Markets, Asset Management, Portfolio Management, Financial Analysis, Equities, Asset Allocation, Alternative Investments, Bloomberg, Process Improvement, Business Analysis, 401k, Series 63, Microsoft Excel, Microsoft Office
Education
Azerbaijan University 1980 — 1985
Bachelor of Science, Business Administration, Business Management
Azerbaijan University
Laura Downing Laura Downing's Putnam Investments Experience June 1995 - November 1997
Job Associate Director of Development at Wilton Family YMCA
Industry Financial Services
Experience
Sound Energy Partners October 2011 - January 2012
Toluna April 2010 - July 2011
McLagan February 2001 - January 2003
QFS Asset Management, L.P. December 1997 - February 2000
Putnam Investments June 1995 - November 1997
Skills
Market Research, Marketing Research, Marketing, Management, Analysis
Education
Adelphi University
Bachelor of Fine Arts
Sound Energy Partners October 2011 - January 2012
Toluna April 2010 - July 2011
McLagan February 2001 - January 2003
QFS Asset Management, L.P. December 1997 - February 2000
Putnam Investments June 1995 - November 1997
Skills
Market Research, Marketing Research, Marketing, Management, Analysis
Education
Adelphi University
Bachelor of Fine Arts
Eun Sun (Jenny) An Eun Sun (Jenny) An's Putnam Investments Experience 2002 - 2003
Job Director of Compliance at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. 2014 - Present
Fidelity Investments 2012 - 2014
State Street Bank and Trust Company 2008 - 2012
Davis, Malm & D'Agostine, P.C. 2007 - 2008
State Street Bank and Trust Company 2007 - 2007
United States Department of Justice 2006 - 2007
United States District Court 2006 - 2006
Putnam Investments 2002 - 2003
Yankee Advisers, LLC 2001 - 2002
Morgan Stanley Dean Witter 1999 - 2000
Skills
Securities, Legal Research, Legal Assistance, Litigation, Mutual Funds, Hedge Funds, Equities, Civil Litigation, Due Diligence, Fund Administration, Finance, Corporate Governance, Corporate Law, Securities Regulation
Education
Northeastern University School of Law 2005 — 2008
JD
The French Culinary Institute 2004 — 2004
Grand Diplôme, Classic Culinary Arts
Wellesley College 1994 — 1998
Bachelor's Degree, Japanese Studies
Waseda University 1996 — 1996
Study Abroad Program
日本女子大学 1996 — 1996
Study Abroad Program
The Governor's Academy (Governor Dummer Academy) 1990 — 1994
Santander Bank, N.A. 2014 - Present
Fidelity Investments 2012 - 2014
State Street Bank and Trust Company 2008 - 2012
Davis, Malm & D'Agostine, P.C. 2007 - 2008
State Street Bank and Trust Company 2007 - 2007
United States Department of Justice 2006 - 2007
United States District Court 2006 - 2006
Putnam Investments 2002 - 2003
Yankee Advisers, LLC 2001 - 2002
Morgan Stanley Dean Witter 1999 - 2000
Skills
Securities, Legal Research, Legal Assistance, Litigation, Mutual Funds, Hedge Funds, Equities, Civil Litigation, Due Diligence, Fund Administration, Finance, Corporate Governance, Corporate Law, Securities Regulation
Education
Northeastern University School of Law 2005 — 2008
JD
The French Culinary Institute 2004 — 2004
Grand Diplôme, Classic Culinary Arts
Wellesley College 1994 — 1998
Bachelor's Degree, Japanese Studies
Waseda University 1996 — 1996
Study Abroad Program
日本女子大学 1996 — 1996
Study Abroad Program
The Governor's Academy (Governor Dummer Academy) 1990 — 1994
Paul Lee Paul Lee's Putnam Investments Experience 2000 - 2001
Job Holistic Health Educator at Paulotus, DBA
Industry Health, Wellness and Fitness
Experience
Paulotus, DBA January 2013 - Present
Cigna January 2015 - May 2015
Magellan of Arizona May 2009 - April 2012
Partners in Recovery July 2009 - February 2012
Magellan Behavioral Health April 2008 - July 2009
Putnam Investments 2000 - 2001
Putnam Investments 1999 - 2001
Skills
PowerPoint skills, Adobe Creative Suite, Microsoft Office, Counseling, Wellness, Mental Health, Stress Management, Mindfulness, Public Speaking, Teaching, Writing, Coaching, Non-profits, Health, Mentoring, Healthcare, Public Relations, Editing, Personal Development, Problem Solving, Customer Service, Blogging, Psychology, PowerPoint development, Psychotherapy, Healing, Art Therapy, Mental Health Counseling, Community Outreach, Social Services, Case Managment, Crisis Intervention, Holistic Health, Training, Meditation, Wellness Coaching, Life Coaching, Chronic Illness, PowerPoint, Nonprofits, CBT, Motivational..., Stress, Group Therapy, Treatment, Family Therapy, Therapists, Relaxation, Anger Management, Counseling Psychology
Education
American University 1991 — 1994
Bachelor's degree, Psychology
American University 1990 — 1994
Bachelor's Degree, Psychology, Communications Minor
Paulotus, DBA January 2013 - Present
Cigna January 2015 - May 2015
Magellan of Arizona May 2009 - April 2012
Partners in Recovery July 2009 - February 2012
Magellan Behavioral Health April 2008 - July 2009
Putnam Investments 2000 - 2001
Putnam Investments 1999 - 2001
Skills
PowerPoint skills, Adobe Creative Suite, Microsoft Office, Counseling, Wellness, Mental Health, Stress Management, Mindfulness, Public Speaking, Teaching, Writing, Coaching, Non-profits, Health, Mentoring, Healthcare, Public Relations, Editing, Personal Development, Problem Solving, Customer Service, Blogging, Psychology, PowerPoint development, Psychotherapy, Healing, Art Therapy, Mental Health Counseling, Community Outreach, Social Services, Case Managment, Crisis Intervention, Holistic Health, Training, Meditation, Wellness Coaching, Life Coaching, Chronic Illness, PowerPoint, Nonprofits, CBT, Motivational..., Stress, Group Therapy, Treatment, Family Therapy, Therapists, Relaxation, Anger Management, Counseling Psychology
Education
American University 1991 — 1994
Bachelor's degree, Psychology
American University 1990 — 1994
Bachelor's Degree, Psychology, Communications Minor
Marc Montanari Marc Montanari's Putnam Investments Experience August 1992 - May 1995
Job Deputy Regional Managing Director at First Republic Bank
Industry Banking
Experience
First Republic Bank June 2011 - Present
First Republic Bank January 2006 - June 2011
Boston Private Bank April 2004 - December 2005
Invesco US May 1995 - January 2004
Putnam Investments August 1992 - May 1995
Boston Safe Deposit & Trust Company September 1986 - August 1992
IBM February 1985 - August 1986
Skills
Financial Services, Mutual Funds, Equities, Fixed Income, Relationship Management, Hedge Funds, Investment Management, Private Equity, Management, Estate Planning, Mortgage Lending, Marketing, Sales, High Net Worth..., Venture Capital
Education
Babson College - Franklin W. Olin Graduate School of Business 1985 — 1986
Master of Business Administration (MBA), Finance, General
Arizona State University 1980 — 1984
Bachelors of Science, Business
First Republic Bank June 2011 - Present
First Republic Bank January 2006 - June 2011
Boston Private Bank April 2004 - December 2005
Invesco US May 1995 - January 2004
Putnam Investments August 1992 - May 1995
Boston Safe Deposit & Trust Company September 1986 - August 1992
IBM February 1985 - August 1986
Skills
Financial Services, Mutual Funds, Equities, Fixed Income, Relationship Management, Hedge Funds, Investment Management, Private Equity, Management, Estate Planning, Mortgage Lending, Marketing, Sales, High Net Worth..., Venture Capital
Education
Babson College - Franklin W. Olin Graduate School of Business 1985 — 1986
Master of Business Administration (MBA), Finance, General
Arizona State University 1980 — 1984
Bachelors of Science, Business
Brian Bazinet's Putnam Investments Experience February 2004 - October 2005
Job Operations Manager at Emerald Expositions
Industry Events Services
Experience
Emerald Expositions July 2013 - Present
Experient August 2012 - June 2013
Convention Data Services October 2005 - August 2012
Convention Data Services May 2010 - June 2011
Putnam Investments February 2004 - October 2005
Putnam Investments October 2003 - February 2004
Skills
Project Planning, Portfolio Management, Relationship Managment, Timeline Management, Budget Management, Staff Management, Staff Training, Resource Management, Event Management, Supervisory Skills, Event Planning, Customer Service, Problem Solving, Management, Budgets, Account Management, Trade Shows, Corporate Events, Social Media Marketing, Marketing, Meeting Planning, Marketing Communications, CRM, Leadership
Education
Assumption College 1999 — 2003
B.A., Marketing
Emerald Expositions July 2013 - Present
Experient August 2012 - June 2013
Convention Data Services October 2005 - August 2012
Convention Data Services May 2010 - June 2011
Putnam Investments February 2004 - October 2005
Putnam Investments October 2003 - February 2004
Skills
Project Planning, Portfolio Management, Relationship Managment, Timeline Management, Budget Management, Staff Management, Staff Training, Resource Management, Event Management, Supervisory Skills, Event Planning, Customer Service, Problem Solving, Management, Budgets, Account Management, Trade Shows, Corporate Events, Social Media Marketing, Marketing, Meeting Planning, Marketing Communications, CRM, Leadership
Education
Assumption College 1999 — 2003
B.A., Marketing
Kathy Irish's Putnam Investments Experience October 2003 - Present
Job Vice President at Putnam Investments
Industry Financial Services
Experience
Putnam Investments October 2003 - Present
Putnam Investments October 2003 - July 2008
Winter Wyman January 1997 - October 2001
PFPC (Formerly First Data Corporation) January 1993 - January 1997
Education
Assumption College 1989 — 1992
BA, Accounting
Putnam Investments October 2003 - Present
Putnam Investments October 2003 - July 2008
Winter Wyman January 1997 - October 2001
PFPC (Formerly First Data Corporation) January 1993 - January 1997
Education
Assumption College 1989 — 1992
BA, Accounting
Ellen Powers's Putnam Investments Experience 1988 - 1991
Job IT/Corporate Communications/Project Management
Industry Retail
Experience
Dunkin' Brands, Inc. - Home of Dunkin' Donuts & Baskin-Robbins December 1996 - July 2015
Cleveland Machine Controls 1991 - 1994
Putnam Investments 1988 - 1991
Price Waterhouse 1986 - 1988
Skills
Strategic Planning, Corporate Communications, Internal Communications, Executive-level..., Project Management, Business Continuity..., Leadership, Process Improvement, Retail Technology, CPG Industry, Food Service, Training, Retail, Budgets, Brand Management, Team Building, Management
Education
Assumption College 1982 — 1986
Bachelor's Degree
Dunkin' Brands, Inc. - Home of Dunkin' Donuts & Baskin-Robbins December 1996 - July 2015
Cleveland Machine Controls 1991 - 1994
Putnam Investments 1988 - 1991
Price Waterhouse 1986 - 1988
Skills
Strategic Planning, Corporate Communications, Internal Communications, Executive-level..., Project Management, Business Continuity..., Leadership, Process Improvement, Retail Technology, CPG Industry, Food Service, Training, Retail, Budgets, Brand Management, Team Building, Management
Education
Assumption College 1982 — 1986
Bachelor's Degree
Leisa Converse Leisa Converse's Putnam Investments Experience January 2015 - Present
Job Account Services Representative III at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2015 - Present
Putnam Investments 2007 - Present
Middlesex Savings Bank former Strata Bank 2006 - 2007
Dunkin' Brands 2001 - 2006
Senac 2000 - 2001
Vantagem Net July 1999 - January 2000
Jaime Camara Organization January 1999 - June 1999
Skills
Training, Customer Service, Sales, Finance, Teamwork, Public Relations, Portfolio Management, Payroll, Mutual Funds, Accounting, Financial Services, Call Centers, Investments, Account Reconciliation, Relationship Management, Process Improvement
Education
Universidade Católica de Goiás 1997 — 2001
Marketing
Universidade Federal de Goiás 1997 — 2001
Bachelor, Social Communications Public Relations
Putnam Investments January 2015 - Present
Putnam Investments 2007 - Present
Middlesex Savings Bank former Strata Bank 2006 - 2007
Dunkin' Brands 2001 - 2006
Senac 2000 - 2001
Vantagem Net July 1999 - January 2000
Jaime Camara Organization January 1999 - June 1999
Skills
Training, Customer Service, Sales, Finance, Teamwork, Public Relations, Portfolio Management, Payroll, Mutual Funds, Accounting, Financial Services, Call Centers, Investments, Account Reconciliation, Relationship Management, Process Improvement
Education
Universidade Católica de Goiás 1997 — 2001
Marketing
Universidade Federal de Goiás 1997 — 2001
Bachelor, Social Communications Public Relations
Alex Philie's Putnam Investments Experience September 2014 - March 2015
Job Sales Associate at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors March 2015 - Present
Putnam Investments September 2014 - March 2015
Amherst College September 2010 - May 2014
Colliers International Boston June 2013 - August 2013
New England Select Lacrosse League June 2009 - August 2013
Northwestern Mutual July 2012 - February 2013
Education
Amherst College 2010 — 2014
Bachelor of Arts (B.A.)
Deerfield Academy 2006 — 2010
State Street Global Advisors March 2015 - Present
Putnam Investments September 2014 - March 2015
Amherst College September 2010 - May 2014
Colliers International Boston June 2013 - August 2013
New England Select Lacrosse League June 2009 - August 2013
Northwestern Mutual July 2012 - February 2013
Education
Amherst College 2010 — 2014
Bachelor of Arts (B.A.)
Deerfield Academy 2006 — 2010
Jeremy Wittenberg's Putnam Investments Experience July 2007 - August 2007
Job Registered Client Service Associate
Industry Financial Services
Experience
UBS Financial Services Inc April 2014 - Present
UBS Financial Services Inc November 2012 - April 2014
UBS Financial Services Inc December 2011 - January 2012
UBS Financial Services Inc June 2011 - August 2011
Inventory Solutions May 2010 - July 2010
Anzalone & Leschins Attorneys at Law June 2009 - August 2009
Jewish Community Center June 2008 - August 2008
Putnam Investments July 2007 - August 2007
Education
Northwestern University 2013 — 2013
Certificate in Financial Planning
Allegheny College 2008 — 2012
Bachelor of Arts, Economics; Chinese Culture
Ethical Culture Fieldston School
UBS Financial Services Inc April 2014 - Present
UBS Financial Services Inc November 2012 - April 2014
UBS Financial Services Inc December 2011 - January 2012
UBS Financial Services Inc June 2011 - August 2011
Inventory Solutions May 2010 - July 2010
Anzalone & Leschins Attorneys at Law June 2009 - August 2009
Jewish Community Center June 2008 - August 2008
Putnam Investments July 2007 - August 2007
Education
Northwestern University 2013 — 2013
Certificate in Financial Planning
Allegheny College 2008 — 2012
Bachelor of Arts, Economics; Chinese Culture
Ethical Culture Fieldston School
Carrie Coughlin Carrie Coughlin's Putnam Investments Experience November 1992 - April 2001
Job Director of Development at Julie's Family Learning Program
Industry Nonprofit Organization Management
Experience
Julie's Family Learning Program October 2014 - Present
Julie's Family Learning Program February 2013 - October 2014
Conran Restaurants March 2006 - January 2007
Skinner, Inc. September 2002 - February 2004
Putnam Investments November 1992 - April 2001
Skills
Nonprofits, Public Speaking, Fundraising, Event Planning, Microsoft Office, Research, Social Media, Community Outreach, Customer Service, Leadership, Management, Event Management, Program Development, Volunteer Management
Education
College of the Holy Cross 1988 — 1992
Bachelor of Arts (B.A.), English Language and Literature/Letters
Le Cordon Bleu London 2005 — 2006
Julie's Family Learning Program October 2014 - Present
Julie's Family Learning Program February 2013 - October 2014
Conran Restaurants March 2006 - January 2007
Skinner, Inc. September 2002 - February 2004
Putnam Investments November 1992 - April 2001
Skills
Nonprofits, Public Speaking, Fundraising, Event Planning, Microsoft Office, Research, Social Media, Community Outreach, Customer Service, Leadership, Management, Event Management, Program Development, Volunteer Management
Education
College of the Holy Cross 1988 — 1992
Bachelor of Arts (B.A.), English Language and Literature/Letters
Le Cordon Bleu London 2005 — 2006
Julian Scott Julian Scott's Putnam Investments Experience June 2013 - August 2013
Job Analyst at ATLANTICACM
Industry Financial Services
Experience
ATLANTIC-ACM February 2015 - Present
Fidelity Investments July 2014 - November 2014
Putnam Investments June 2013 - August 2013
Amherst College June 2012 - May 2013
Westside Investment Management, LLC June 2009 - August 2009
Skills
Bloomberg, SNL, Barclays Point, Microsoft Office, Value Investing, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, Windows, Event Planning, Time Management, SQL, MS Excel Pivot Tables, Access, Python, HTML, VBA, CSS
Education
Amherst College 2010 — 2014
Bachelor of Arts (B.A.), Neuroscience
Pacific Palisades Charter High School 2006 — 2010
High School Diploma
ATLANTIC-ACM February 2015 - Present
Fidelity Investments July 2014 - November 2014
Putnam Investments June 2013 - August 2013
Amherst College June 2012 - May 2013
Westside Investment Management, LLC June 2009 - August 2009
Skills
Bloomberg, SNL, Barclays Point, Microsoft Office, Value Investing, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, Windows, Event Planning, Time Management, SQL, MS Excel Pivot Tables, Access, Python, HTML, VBA, CSS
Education
Amherst College 2010 — 2014
Bachelor of Arts (B.A.), Neuroscience
Pacific Palisades Charter High School 2006 — 2010
High School Diploma
Andrew Angelo's Putnam Investments Experience March 2014 - Present
Job Participant Service Representative at Putnam Investments
Industry Financial Services
Experience
Putnam Investments March 2014 - Present
Costco Wholesale September 2005 - March 2014
Fitness Together Middleton February 2012 - December 2013
Boston Sports Club January 2011 - February 2012
Skills
Investments, Financial Services, Financial Analysis, Finance, Equities, Mutual Funds, Asset Management, Fitness Training, Fitness Instruction, Fitness Industry, Diet Planning, Management, Team Leadership, Series 7
Education
Salem State University 2004 — 2013
Bachelor's Degree, Business Administration and Management, General
American International College 2009 — 2010
National Strength and Conditioning Association Certification, Personal Trainer Certification
Putnam Investments March 2014 - Present
Costco Wholesale September 2005 - March 2014
Fitness Together Middleton February 2012 - December 2013
Boston Sports Club January 2011 - February 2012
Skills
Investments, Financial Services, Financial Analysis, Finance, Equities, Mutual Funds, Asset Management, Fitness Training, Fitness Instruction, Fitness Industry, Diet Planning, Management, Team Leadership, Series 7
Education
Salem State University 2004 — 2013
Bachelor's Degree, Business Administration and Management, General
American International College 2009 — 2010
National Strength and Conditioning Association Certification, Personal Trainer Certification
Heather Lesko's Putnam Investments Experience January 2002 - December 2005
Job Compliance Analyst
Industry Real Estate
Experience
US Housing Consultants November 2014 - Present
Fast Friends Greyhound Rescue March 2013 - August 2014
Fidelity Investments April 2012 - March 2013
Bostonpost Technology, Inc June 2011 - February 2012
Bostonpost Technology, Inc December 2005 - June 2011
Racquet Club August 2003 - December 2005
Putnam Investments January 2002 - December 2005
Fogarty Associates, Inc October 2000 - January 2002
Skills
Customer Service, Microsoft Excel, Property Management, Salesforce.com, Data Conversion, Marketing, Animal Welfare
Education
American International College 1996 — 2000
Bachelor of Science Business Administration, Concentration in Finance, 3.2
Laconia High School 1992 — 1996
US Housing Consultants November 2014 - Present
Fast Friends Greyhound Rescue March 2013 - August 2014
Fidelity Investments April 2012 - March 2013
Bostonpost Technology, Inc June 2011 - February 2012
Bostonpost Technology, Inc December 2005 - June 2011
Racquet Club August 2003 - December 2005
Putnam Investments January 2002 - December 2005
Fogarty Associates, Inc October 2000 - January 2002
Skills
Customer Service, Microsoft Excel, Property Management, Salesforce.com, Data Conversion, Marketing, Animal Welfare
Education
American International College 1996 — 2000
Bachelor of Science Business Administration, Concentration in Finance, 3.2
Laconia High School 1992 — 1996
William Rives William Rives's Putnam Investments Experience July 2013 - Present
Job
Industry Investment Management
Experience
Putnam Investments July 2013 - Present
Education
Amherst College 2009 — 2013
BA, Political Science
St. Paul's School 2005 — 2009
High School Diploma
Putnam Investments July 2013 - Present
Education
Amherst College 2009 — 2013
BA, Political Science
St. Paul's School 2005 — 2009
High School Diploma
Jonathan Wentworth Jonathan Wentworth's Putnam Investments Experience March 2009 - March 2015
Job Fixed Income Product Manager
Industry Financial Services
Experience
Putnam Investments March 2009 - March 2015
Putnam Investments October 2005 - March 2009
Putnam Investments August 2002 - October 2005
Professional Staffing Group June 2000 - August 2002
Skills
Fixed Income, Investments, Market Analysis, Performance Attribution, Mutual Funds, Technical Writing, Institutional Products
Education
American University 1995 — 1999
Bachelor of Arts (B.A.), Psychology, 3.7
Putnam Investments March 2009 - March 2015
Putnam Investments October 2005 - March 2009
Putnam Investments August 2002 - October 2005
Professional Staffing Group June 2000 - August 2002
Skills
Fixed Income, Investments, Market Analysis, Performance Attribution, Mutual Funds, Technical Writing, Institutional Products
Education
American University 1995 — 1999
Bachelor of Arts (B.A.), Psychology, 3.7
Chris DiRado's Putnam Investments Experience June 2004 - October 2006
Job Associate Consultant at Forsythe
Industry Information Technology and Services
Experience
Forsythe March 2013 - Present
Champagne Logistics August 2007 - March 2013
PFPC October 2006 - August 2007
Putnam Investments June 2004 - October 2006
Xerox November 2002 - June 2004
Bayer May 2002 - September 2002
LMN-Tree House June 1998 - May 2002
Indian Rock Driving Range June 2001 - September 2001
Skills
Active Directory, Servers, DHCP, Windows 7, Blackberry, VPN, Process Improvement, Microsoft Exchange, VMware, Data Center, Storage, Backup Exec, Logistics, Inventory Management, Disaster Recovery, STS, Symantec Backup, EMC Storage, Netbackup, CommVault, TSM, TSM Administration, Backup, Isilon, JIRA, Confluence, Windows Server, SAN, Enterprise Storage
Education
Dean College 2000 — 2002
Associates, Arts; Theater; Acting
Bay State School of Technology
Symantec Training
Tri-County Regional High School
Carpentry/Cabinet
Forsythe March 2013 - Present
Champagne Logistics August 2007 - March 2013
PFPC October 2006 - August 2007
Putnam Investments June 2004 - October 2006
Xerox November 2002 - June 2004
Bayer May 2002 - September 2002
LMN-Tree House June 1998 - May 2002
Indian Rock Driving Range June 2001 - September 2001
Skills
Active Directory, Servers, DHCP, Windows 7, Blackberry, VPN, Process Improvement, Microsoft Exchange, VMware, Data Center, Storage, Backup Exec, Logistics, Inventory Management, Disaster Recovery, STS, Symantec Backup, EMC Storage, Netbackup, CommVault, TSM, TSM Administration, Backup, Isilon, JIRA, Confluence, Windows Server, SAN, Enterprise Storage
Education
Dean College 2000 — 2002
Associates, Arts; Theater; Acting
Bay State School of Technology
Symantec Training
Tri-County Regional High School
Carpentry/Cabinet
Walter Donovan Walter Donovan's Putnam Investments Experience 2009 - Present
Job Chief Investment Officer at Putnam Investments
Industry Financial Services
Experience
Putnam Investments 2009 - Present
Fidelity Investments 1995 - 2009
Merrill Lynch Capital Markets 1988 - 1995
Salomon Brothers 1985 - 1988
Education
Amherst College
Bachelor of Arts (B.A.)
Phillips Exeter Academy
Putnam Investments 2009 - Present
Fidelity Investments 1995 - 2009
Merrill Lynch Capital Markets 1988 - 1995
Salomon Brothers 1985 - 1988
Education
Amherst College
Bachelor of Arts (B.A.)
Phillips Exeter Academy
Nancy Holst's Putnam Investments Experience September 1986 - March 1992
Job Holst Interiors, LLC
Industry Design
Experience
Holst Interiors, LLC September 2012 - Present
Kravet, Lee Jofa, Brunschwig & Fils August 2014 - December 2014
Franklin Portfolio Associates March 1992 - August 2001
Putnam Investments September 1986 - March 1992
Skills
Google Sketch-Up, In Design, Microsoft Excel, CAD Certified, Microsoft Word, Adobe Illustrator, Microsoft Power Point, Adobe Photoshop, Computer and Hand..., Space Planning, Textiles, Lighting Design, Commercial Design, Interior Construction, Sales, Interior Design, Photoshop, PowerPoint, Strategic Planning, Business Development, InDesign
Education
Arapahoe Community College 2012 — 2016
Bachelor of Applied Science (B.A. Sc.), Interior Design
University of Vermont 1982 — 1986
Bachelor of Arts (BA), Political Science and French
Southern Methodist University in Paris 1985 — 1985
Art History
Holst Interiors, LLC September 2012 - Present
Kravet, Lee Jofa, Brunschwig & Fils August 2014 - December 2014
Franklin Portfolio Associates March 1992 - August 2001
Putnam Investments September 1986 - March 1992
Skills
Google Sketch-Up, In Design, Microsoft Excel, CAD Certified, Microsoft Word, Adobe Illustrator, Microsoft Power Point, Adobe Photoshop, Computer and Hand..., Space Planning, Textiles, Lighting Design, Commercial Design, Interior Construction, Sales, Interior Design, Photoshop, PowerPoint, Strategic Planning, Business Development, InDesign
Education
Arapahoe Community College 2012 — 2016
Bachelor of Applied Science (B.A. Sc.), Interior Design
University of Vermont 1982 — 1986
Bachelor of Arts (BA), Political Science and French
Southern Methodist University in Paris 1985 — 1985
Art History
Brittany Burr's Putnam Investments Experience August 2008 - August 2010
Job Administrative Assistant at TJX
Industry Retail
Experience
TJX February 2012 - Present
TJX March 2011 - February 2012
TJX September 2010 - February 2011
Putnam Investments August 2008 - August 2010
Skills
Telephone Skills, Administrative..., File Management, Phone Etiquette, Kronos, Access, Spreadsheets, Tax Returns, Travel Arrangements, PeopleSoft, Highly detail oriented, Calendaring, Process Scheduler, Organization &..., Constant Contact
Education
Assumption College 2004 — 2008
Bachelor of Arts, Marketing, Business, Psychology
TJX February 2012 - Present
TJX March 2011 - February 2012
TJX September 2010 - February 2011
Putnam Investments August 2008 - August 2010
Skills
Telephone Skills, Administrative..., File Management, Phone Etiquette, Kronos, Access, Spreadsheets, Tax Returns, Travel Arrangements, PeopleSoft, Highly detail oriented, Calendaring, Process Scheduler, Organization &..., Constant Contact
Education
Assumption College 2004 — 2008
Bachelor of Arts, Marketing, Business, Psychology
Nicole Belanger's Putnam Investments Experience September 1998 - July 2001
Job Inside Sales Rep at MicroGroup
Industry Executive Office
Experience
MicroGroup August 2012 - Present
United Medical Systems July 2008 - February 2012
United Medical Systems 2008 - 2012
George Weston Bakeries October 2002 - December 2007
RGIS Inventory July 1996 - December 2002
Dynamic Marketing March 2002 - October 2002
Putnam Investments September 1998 - July 2001
Skills
Project Coordination, Logistics, Coordination of trade..., Coordination of mass..., Designing and..., Website coordination, Train New Employees, Safety Training Programs, Workmen’s Comp relations, Payroll, Billl Coding, Hiring Practices, Microsoft Office, Adobe Creative Suite, SAP, Lotus Notes, Margin Minder, PeopleSoft, Events Coordination, AS400 system, Rumba, ICAS, Scheduleanywhere, AKEN, wincoins, Photoshop Elements, Team Building, Team Leadership, People-oriented, Detailed Organization, Customer Retention, Customer Service, Communicator, Outlook, Time Management, Process Scheduler, PowerPoint, Inventory Management, Training, Account Management, Program Management, Budgets, Capital Equipment, Hospitals, Sales, Software Documentation, Microsoft Word, Microsoft Excel, Market Development, Troubleshooting
Education
Ashford University
Bachelor's degree, Health/Health Care Administration/Management
Community College of Rhode Island
Associate's degree, Business Administration and Management, General
St. Joseph's
Suffolk University
Business Administration and Management, General
MicroGroup August 2012 - Present
United Medical Systems July 2008 - February 2012
United Medical Systems 2008 - 2012
George Weston Bakeries October 2002 - December 2007
RGIS Inventory July 1996 - December 2002
Dynamic Marketing March 2002 - October 2002
Putnam Investments September 1998 - July 2001
Skills
Project Coordination, Logistics, Coordination of trade..., Coordination of mass..., Designing and..., Website coordination, Train New Employees, Safety Training Programs, Workmen’s Comp relations, Payroll, Billl Coding, Hiring Practices, Microsoft Office, Adobe Creative Suite, SAP, Lotus Notes, Margin Minder, PeopleSoft, Events Coordination, AS400 system, Rumba, ICAS, Scheduleanywhere, AKEN, wincoins, Photoshop Elements, Team Building, Team Leadership, People-oriented, Detailed Organization, Customer Retention, Customer Service, Communicator, Outlook, Time Management, Process Scheduler, PowerPoint, Inventory Management, Training, Account Management, Program Management, Budgets, Capital Equipment, Hospitals, Sales, Software Documentation, Microsoft Word, Microsoft Excel, Market Development, Troubleshooting
Education
Ashford University
Bachelor's degree, Health/Health Care Administration/Management
Community College of Rhode Island
Associate's degree, Business Administration and Management, General
St. Joseph's
Suffolk University
Business Administration and Management, General
Pavan Vemuri's Putnam Investments Experience November 2009 - Present
Job Sr.Salesforce Consultant at Putnam Investments
Industry Information Technology and Services
Experience
Putnam Investments November 2009 - Present
Ergosoft llc October 2008 - October 2009
Mphasis April 2004 - December 2007
Skills
Salesforce.com, CRM, Cloud Computing, Salesforce.com..., Salesforce.com..., SDLC, Business Intelligence, ETL, Integration, Agile Methodologies, SQL, Force.com, Software Integrations, Mobile Applications, Siebel, Software Development, Business Objects, Conga, Technical Support, Salesforce1, JavaScript
Education
Andhra University 1994 — 1996
Master of Business Administration (M.B.A.), Marketing and Finance
Putnam Investments November 2009 - Present
Ergosoft llc October 2008 - October 2009
Mphasis April 2004 - December 2007
Skills
Salesforce.com, CRM, Cloud Computing, Salesforce.com..., Salesforce.com..., SDLC, Business Intelligence, ETL, Integration, Agile Methodologies, SQL, Force.com, Software Integrations, Mobile Applications, Siebel, Software Development, Business Objects, Conga, Technical Support, Salesforce1, JavaScript
Education
Andhra University 1994 — 1996
Master of Business Administration (M.B.A.), Marketing and Finance
Ashok Selby Ashok Selby's Putnam Investments Experience October 2014 - Present
Job Regional Marketing AssociateInternal Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments October 2014 - Present
Putnam Investments June 2014 - Present
Northwestern Mutual April 2013 - August 2013
Makin' Crepes December 2011 - January 2013
Total Sports Complex February 2010 - August 2012
John J. Boudia and Associates PLC May 2011 - July 2011
Skills
Social Media, Public Speaking, PowerPoint, Teamwork, Microsoft Word, Microsoft Excel, Research, Customer Service, Microsoft Office, Photoshop, Data Analysis, Sales, English, HTML, Java
Education
Albion College 2010 — 2014
Philosophy and Economics and Management
Putnam Investments October 2014 - Present
Putnam Investments June 2014 - Present
Northwestern Mutual April 2013 - August 2013
Makin' Crepes December 2011 - January 2013
Total Sports Complex February 2010 - August 2012
John J. Boudia and Associates PLC May 2011 - July 2011
Skills
Social Media, Public Speaking, PowerPoint, Teamwork, Microsoft Word, Microsoft Excel, Research, Customer Service, Microsoft Office, Photoshop, Data Analysis, Sales, English, HTML, Java
Education
Albion College 2010 — 2014
Philosophy and Economics and Management
Patrick Deignan Patrick Deignan's Putnam Investments Experience 1997 - 1998
Job Vice President at Fidelity Capital Markets
Industry Capital Markets
Experience
Fidelity Investments February 2005 - Present
Fidelity Capital Markets 2005 - Present
State Street Bank June 2000 - February 2005
Bankboston 1998 - 2000
Putnam Investments 1997 - 1998
Education
Arizona State University 1993 — 1996
bs, Finance
Saint Michael's College 1991 — 1993
Business
Fidelity Investments February 2005 - Present
Fidelity Capital Markets 2005 - Present
State Street Bank June 2000 - February 2005
Bankboston 1998 - 2000
Putnam Investments 1997 - 1998
Education
Arizona State University 1993 — 1996
bs, Finance
Saint Michael's College 1991 — 1993
Business
Bill MacGregor's Putnam Investments Experience August 2001 - February 2004
Job
Industry Government Relations
Experience
City of Boston November 2010 - Present
Boston Realty Advisors May 2010 - November 2010
Peace Of Mind, Inc. December 2008 - May 2010
CW Capital June 2007 - October 2008
Arbor Commercial Mortgage, LLC May 2006 - May 2007
Deutsche Bank Mortgage February 2004 - May 2006
Putnam Investments August 2001 - February 2004
Skills
Financial Analysis, Real Estate, Financial Modeling, Project Management, Customer Service, Operating Budgets, Communication, Community Outreach, Microsoft Office, Government Relations, Accounting, Finance, Analysis, Fundraising, Policy, Loans, Policy Analysis, Government, Public Policy, Economic Development, Nonprofits, Legislative Relations
Education
Boston University 2003 — 2006
Certificate, Real Estate Finance
Assumption College 1997 — 2001
BA, Economics
Catholic Memorial High School 1994 — 1997
HS Degree
City of Boston November 2010 - Present
Boston Realty Advisors May 2010 - November 2010
Peace Of Mind, Inc. December 2008 - May 2010
CW Capital June 2007 - October 2008
Arbor Commercial Mortgage, LLC May 2006 - May 2007
Deutsche Bank Mortgage February 2004 - May 2006
Putnam Investments August 2001 - February 2004
Skills
Financial Analysis, Real Estate, Financial Modeling, Project Management, Customer Service, Operating Budgets, Communication, Community Outreach, Microsoft Office, Government Relations, Accounting, Finance, Analysis, Fundraising, Policy, Loans, Policy Analysis, Government, Public Policy, Economic Development, Nonprofits, Legislative Relations
Education
Boston University 2003 — 2006
Certificate, Real Estate Finance
Assumption College 1997 — 2001
BA, Economics
Catholic Memorial High School 1994 — 1997
HS Degree
Randy Breton's Putnam Investments Experience September 2004 - June 2005
Job Senior Systems Administrator
Industry Computer Software
Experience
ltcfor.me - Practical Firearms Training March 2013 - Present
LogMeIn January 2009 - Present
Saba Software, Inc. April 2007 - January 2009
Interwise, Inc, September 2005 - January 2007
Putnam Investments September 2004 - June 2005
Centra Software January 2004 - April 2004
Centra Software January 2001 - January 2004
Computer City April 1997 - January 2001
Skills
SaaS, Data Center, Enterprise Software, Cloud Computing, Servers, Windows Server, Operating Systems, Management, Windows, System Administration, Agile Methodologies, Team Building, SDLC, Technical Support, Microsoft Operating..., Networking, Computer Proficiency, Computer Network..., IIS, IT Service Management, Customer Satisfaction, Virtualization, Optimization, Software Installation, Computer Maintenance
Education
American International College
Middlesex Community College
ltcfor.me - Practical Firearms Training March 2013 - Present
LogMeIn January 2009 - Present
Saba Software, Inc. April 2007 - January 2009
Interwise, Inc, September 2005 - January 2007
Putnam Investments September 2004 - June 2005
Centra Software January 2004 - April 2004
Centra Software January 2001 - January 2004
Computer City April 1997 - January 2001
Skills
SaaS, Data Center, Enterprise Software, Cloud Computing, Servers, Windows Server, Operating Systems, Management, Windows, System Administration, Agile Methodologies, Team Building, SDLC, Technical Support, Microsoft Operating..., Networking, Computer Proficiency, Computer Network..., IIS, IT Service Management, Customer Satisfaction, Virtualization, Optimization, Software Installation, Computer Maintenance
Education
American International College
Middlesex Community College
JAMES PENN III JAMES PENN III's Putnam Investments Experience July 2012 - Present
Job Desktop Operations at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2012 - Present
Bain Capital January 2012 - July 2012
Rex Healthcare April 2011 - January 2012
CREDIT-SUISSE, CENTER OF EXCELLENCE May 2010 - November 2010
Quintiles November 2009 - May 2010
TJX Corp December 2008 - August 2009
Hologic and Cytyc August 2008 - October 2008
Shire Human Genetic February 2007 - June 2008
Vis.align / Shire HGT January 2007 - June 2008
Staples store and copy center associates March 2006 - February 2007
Skills
Technical Support, Troubleshooting, Computer Hardware, Outlook, Blackberry Enterprise..., Active Directory, Windows Server, Microsoft Exchange, ITIL, Windows 7, Blackberry, Windows, XP, VMware, BMC Remedy, Lotus Notes, VPN, Citrix, Software Documentation, System Administration, Laptops, Software Installation, Help Desk Support, SharePoint, Servers, Visio, Networking, System Deployment, Security, Switches, Operating Systems, Data Center, Group Policy, Hardware, TCP/IP, HP, Incident Management, Printers, Information Technology, DHCP, Disaster Recovery, Windows XP, Testing, DNS, Access
Education
Lincoln Technical Institute-Brockton 2000 — 2002
MCSA
Boston English High 1994 — 1997
Putnam Investments July 2012 - Present
Bain Capital January 2012 - July 2012
Rex Healthcare April 2011 - January 2012
CREDIT-SUISSE, CENTER OF EXCELLENCE May 2010 - November 2010
Quintiles November 2009 - May 2010
TJX Corp December 2008 - August 2009
Hologic and Cytyc August 2008 - October 2008
Shire Human Genetic February 2007 - June 2008
Vis.align / Shire HGT January 2007 - June 2008
Staples store and copy center associates March 2006 - February 2007
Skills
Technical Support, Troubleshooting, Computer Hardware, Outlook, Blackberry Enterprise..., Active Directory, Windows Server, Microsoft Exchange, ITIL, Windows 7, Blackberry, Windows, XP, VMware, BMC Remedy, Lotus Notes, VPN, Citrix, Software Documentation, System Administration, Laptops, Software Installation, Help Desk Support, SharePoint, Servers, Visio, Networking, System Deployment, Security, Switches, Operating Systems, Data Center, Group Policy, Hardware, TCP/IP, HP, Incident Management, Printers, Information Technology, DHCP, Disaster Recovery, Windows XP, Testing, DNS, Access
Education
Lincoln Technical Institute-Brockton 2000 — 2002
MCSA
Boston English High 1994 — 1997
Jeff Miller Jeff Miller's Putnam Investments Experience February 1995 - April 2002
Job Managing Director, Head of Advice and Platforms at UBS Wealth Management
Industry Financial Services
Experience
Knuu Investment Solutions May 2013 - August 2014
Mercer July 2005 - March 2013
Putnam Investments February 1995 - April 2002
Smith Barney October 1987 - January 1995
Birch, Horton Bittner July 1983 - October 1987
Skills
Strategy, Leadership, Investment Advisory, Financial Services, Mutual Funds, Variable Annuities, Benefits Administration, 401k, Business Strategy, CRM, Mergers & Acquisitions, Business Development, Business Process..., Asset Management, Offshoring, ERISA, Management, Talent Management, Sales, Retirement, Employee Benefits, Lean Six Sigma, Outsourcing, Human Resources
Education
American University, Washington College of Law
Doctor of Law (J.D.)
Boston University - School of Management
Knuu Investment Solutions May 2013 - August 2014
Mercer July 2005 - March 2013
Putnam Investments February 1995 - April 2002
Smith Barney October 1987 - January 1995
Birch, Horton Bittner July 1983 - October 1987
Skills
Strategy, Leadership, Investment Advisory, Financial Services, Mutual Funds, Variable Annuities, Benefits Administration, 401k, Business Strategy, CRM, Mergers & Acquisitions, Business Development, Business Process..., Asset Management, Offshoring, ERISA, Management, Talent Management, Sales, Retirement, Employee Benefits, Lean Six Sigma, Outsourcing, Human Resources
Education
American University, Washington College of Law
Doctor of Law (J.D.)
Boston University - School of Management
Michelyn Healey's Putnam Investments Experience 1999 - Present
Job Senior Human Resources Business Partner
Industry Financial Services
Experience
Putnam Investments 1999 - Present
Skills
Talent Acquisition, Talent Management, Employee Relations, Employment Law, Succession Planning, Employee Benefits, Compensation & Benefit, Strategic Planning, Employee Engagement, Employee Handbooks, College Recruiting, Internet Recruiting, PeopleSoft, HR Policies, Conflict Resolution, Career Development..., Career Assessment, Job Descriptions, Job Evaluation, Job Analysis, Management Consulting, Operations Management, Strategic HR, HR Consulting, Trusted Business Partner, Retention Strategies, Progressive Discipline, Behavioral Interviewing, Competency Based..., Performance Management, Workforce Planning, Onboarding, Benefits Administration, Deferred Compensation, New Hire Orientations
Education
Assumption College 1986 — 1990
Bishop Fenwick
Putnam Investments 1999 - Present
Skills
Talent Acquisition, Talent Management, Employee Relations, Employment Law, Succession Planning, Employee Benefits, Compensation & Benefit, Strategic Planning, Employee Engagement, Employee Handbooks, College Recruiting, Internet Recruiting, PeopleSoft, HR Policies, Conflict Resolution, Career Development..., Career Assessment, Job Descriptions, Job Evaluation, Job Analysis, Management Consulting, Operations Management, Strategic HR, HR Consulting, Trusted Business Partner, Retention Strategies, Progressive Discipline, Behavioral Interviewing, Competency Based..., Performance Management, Workforce Planning, Onboarding, Benefits Administration, Deferred Compensation, New Hire Orientations
Education
Assumption College 1986 — 1990
Bishop Fenwick
Jayme Lacour's Putnam Investments Experience October 2009 - Present
Job Social Media Director, Putnam Investments
Industry Financial Services
Experience
Putnam Investments October 2009 - Present
Skills
Social Media Marketing, Content Marketing, Social Media, Online Content Creation, Project Coordination, Integrated Marketing, Social Media Advertising, Crisis Communications, E-commerce, Data Analysis, Marketing, Information Design, Marketing Communications, Social Media Development, Social Media Compliance, Content Management, Direct Marketing, Digital Media, Content Strategy, Digital Strategy, Sales, Strategy, B2B, Digital Marketing, Online Advertising, WordPress, Facebook, Facebook Marketing, Twitter, Analytics, Marketing Strategy
Education
Tulane University
B.A., American Studies
Boston Architectural College
Architecture
Cambridge School of Culinary Arts
Professional Chef's Certificate
Putnam Investments October 2009 - Present
Skills
Social Media Marketing, Content Marketing, Social Media, Online Content Creation, Project Coordination, Integrated Marketing, Social Media Advertising, Crisis Communications, E-commerce, Data Analysis, Marketing, Information Design, Marketing Communications, Social Media Development, Social Media Compliance, Content Management, Direct Marketing, Digital Media, Content Strategy, Digital Strategy, Sales, Strategy, B2B, Digital Marketing, Online Advertising, WordPress, Facebook, Facebook Marketing, Twitter, Analytics, Marketing Strategy
Education
Tulane University
B.A., American Studies
Boston Architectural College
Architecture
Cambridge School of Culinary Arts
Professional Chef's Certificate
Barbara O'Neill's Putnam Investments Experience 1999 - 2009
Job Application Development Manager, Vice President at State Street
Industry Financial Services
Experience
State Street Global Advisors 2013 - Present
Fidelity Investments 2012 - 2012
Career Sabbatical 2009 - 2011
Putnam Investments 1999 - 2009
The Hartford 1997 - 1999
Mastech 1994 - 1997
FEXCO 1989 - 1994
Education
Institute of Technology, Tralee
Computer Science
State Street Global Advisors 2013 - Present
Fidelity Investments 2012 - 2012
Career Sabbatical 2009 - 2011
Putnam Investments 1999 - 2009
The Hartford 1997 - 1999
Mastech 1994 - 1997
FEXCO 1989 - 1994
Education
Institute of Technology, Tralee
Computer Science
William H. Woolverton's Putnam Investments Experience 1988 - 2004
Job Senior Managing Director and General Counsel at Gottex Funds Management and Owner, Gottex Funds Management
Industry Financial Services
Experience
Gottex Funds Management January 2006 - Present
Dechert LLP 2005 - 2006
Putnam Investments 1988 - 2004
Alliance Capital Management 1986 - 1988
Rogers & Wells 1982 - 1985
United States Senate Committee on the Judiciary - Subcommittee on Constitutional Amendments 1975 - 1976
Skills
Hedge Funds, Asset Managment, Investments, Financial Services, Mutual Funds, Management, Structured Products, Securities, Private Equity, Capital Markets, Due Diligence, Corporate Governance, Mergers, Equities, Derivatives
Education
Columbia University School of Law
JD, Law
University of Cambridge
BA, MA, History
Amherst College
B.A., History and Political Philosophy
The Choate School
High School
Gottex Funds Management January 2006 - Present
Dechert LLP 2005 - 2006
Putnam Investments 1988 - 2004
Alliance Capital Management 1986 - 1988
Rogers & Wells 1982 - 1985
United States Senate Committee on the Judiciary - Subcommittee on Constitutional Amendments 1975 - 1976
Skills
Hedge Funds, Asset Managment, Investments, Financial Services, Mutual Funds, Management, Structured Products, Securities, Private Equity, Capital Markets, Due Diligence, Corporate Governance, Mergers, Equities, Derivatives
Education
Columbia University School of Law
JD, Law
University of Cambridge
BA, MA, History
Amherst College
B.A., History and Political Philosophy
The Choate School
High School
David Jezak's Putnam Investments Experience August 2012 - February 2013
Job Supervisor, Customer Service Neighborhood Health Plan
Industry Hospital & Health Care
Experience
Neighborhood Health Plan December 2013 - Present
Best Fitness Fitness Club January 2013 - April 2013
Putnam Investments August 2012 - February 2013
Putnam Investments January 2006 - August 2012
Putnam Investments January 2003 - January 2006
Putnam Investments January 2000 - January 2003
Putnam Investments February 1997 - January 2000
Skills
CRM, Management, Call Centers, Financial Services, Coaching, Mutual Funds, Series 7, Series 63, 401k, Staff Development, Securities, Process Improvement, Relationship Management, Lotus Notes, Customer Service, Retirement, Microsoft Excel, Workforce Management, Operations Management, Microsoft Office, PowerPoint, Microsoft Word, Performance Management, Business Analysis, Project Management, FINRA, Team Building, Leadership, Cross-functional Team..., Call Center, Customer Retention, Time Management, Sales, Training, Series 6
Education
Middlesex Community College 2003 — 2005
Associates, Business Administration
American International College 1997 — 2000
NA, Physical Therapy
Neighborhood Health Plan December 2013 - Present
Best Fitness Fitness Club January 2013 - April 2013
Putnam Investments August 2012 - February 2013
Putnam Investments January 2006 - August 2012
Putnam Investments January 2003 - January 2006
Putnam Investments January 2000 - January 2003
Putnam Investments February 1997 - January 2000
Skills
CRM, Management, Call Centers, Financial Services, Coaching, Mutual Funds, Series 7, Series 63, 401k, Staff Development, Securities, Process Improvement, Relationship Management, Lotus Notes, Customer Service, Retirement, Microsoft Excel, Workforce Management, Operations Management, Microsoft Office, PowerPoint, Microsoft Word, Performance Management, Business Analysis, Project Management, FINRA, Team Building, Leadership, Cross-functional Team..., Call Center, Customer Retention, Time Management, Sales, Training, Series 6
Education
Middlesex Community College 2003 — 2005
Associates, Business Administration
American International College 1997 — 2000
NA, Physical Therapy
Jim Mackintosh's Putnam Investments Experience 2002 - 2005
Job Relationship Manager, Empower Retirement
Industry Financial Services
Experience
Empower Retirement September 2014 - Present
Mercer HR Services March 2010 - September 2014
Mercer 2005 - 2010
Putnam Investments 2002 - 2005
Skills
401k, Defined Benefit, Retirement, Employee Benefits, Relationship Management, Defined Contribution, ERISA, Financial Services, Pensions, Human Resources, Investments, Outsourcing, Mutual Funds, Retirement Plan..., Series 6, Series 63
Education
Assumption College 1992 — 1996
BA, Management, Communications
Empower Retirement September 2014 - Present
Mercer HR Services March 2010 - September 2014
Mercer 2005 - 2010
Putnam Investments 2002 - 2005
Skills
401k, Defined Benefit, Retirement, Employee Benefits, Relationship Management, Defined Contribution, ERISA, Financial Services, Pensions, Human Resources, Investments, Outsourcing, Mutual Funds, Retirement Plan..., Series 6, Series 63
Education
Assumption College 1992 — 1996
BA, Management, Communications
Lou DeSantis's Putnam Investments Experience October 2000 - February 2003
Job AVP, SMA Trading at Anchor Capital Advisors
Industry Financial Services
Experience
Anchor Capital Advisors June 2008 - Present
Anchor Capital Advisors April 2006 - June 2008
Fidelity Investments February 2003 - April 2006
Putnam Investments October 2000 - February 2003
Skills
Investments, Portfolio Management, Securities, Asset Allocation, Due Diligence, Trading
Education
Assumption College
Candidate for Masters in Business Administration
Hartwick College 1996 — 2000
Bachelor of Arts (BA), English
Anchor Capital Advisors June 2008 - Present
Anchor Capital Advisors April 2006 - June 2008
Fidelity Investments February 2003 - April 2006
Putnam Investments October 2000 - February 2003
Skills
Investments, Portfolio Management, Securities, Asset Allocation, Due Diligence, Trading
Education
Assumption College
Candidate for Masters in Business Administration
Hartwick College 1996 — 2000
Bachelor of Arts (BA), English
Elizabeth Thieme's Putnam Investments Experience November 2005 - November 2011
Job VP, Sr. Client Service Manager at Putnam Investments
Industry Investment Management
Experience
Putnam Investments November 2005 - November 2011
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2007
MBA
Assumption College 1996 — 2000
BA, Magna Cum Laude, Mgmt/Finance
Holliston High School 1992 — 1996
HS Diploma
Putnam Investments November 2005 - November 2011
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2007
MBA
Assumption College 1996 — 2000
BA, Magna Cum Laude, Mgmt/Finance
Holliston High School 1992 — 1996
HS Diploma
Laxmi Katakam's Putnam Investments Experience 2001 - 2002
Job AVP at TradeWeb
Industry Financial Services
Experience
Workscape (an ADP company) April 2011 - August 2011
Thomson Reuters April 2005 - April 2011
Fidelity Capital Markets 2003 - 2005
Putnam Investments 2001 - 2002
Eastman Kodak 2000 - 2001
Skills
Agile Methodologies, Unix, Java, Microsoft SQL Server, SQL, SDLC, Sybase, Linux
Education
Acharya Nagarjuna University
Workscape (an ADP company) April 2011 - August 2011
Thomson Reuters April 2005 - April 2011
Fidelity Capital Markets 2003 - 2005
Putnam Investments 2001 - 2002
Eastman Kodak 2000 - 2001
Skills
Agile Methodologies, Unix, Java, Microsoft SQL Server, SQL, SDLC, Sybase, Linux
Education
Acharya Nagarjuna University
Amanda Heins's Putnam Investments Experience February 1999 - July 2003
Job Attorney at Law
Industry Law Practice
Experience
Maune, Raichle, Hartley, French & Mudd, LLC May 2011 - Present
Carolina Legal Associates April 2010 - December 2010
UNGARETTI & HARRIS, LLP June 2007 - September 2009
ALMAND & WIGGINS June 2005 - December 2005
Putnam Investments February 1999 - July 2003
Putnam Investments March 1997 - January 1999
Skills
Defined Benefit, Pensions, Mergers, Securities, Benefits Administration, Retirement, Legal Research, Trials, Corporate Law, Legal Writing, Due Diligence, ERISA, Corporate Governance, Commercial Litigation, Westlaw, Civil Litigation, Litigation, 401k, Licensing, Employment Law, Employee Benefits
Education
Mercer University - Walter F. George School of Law 2003 — 2006
Juris Doctor
Agnes Scott College 1991 — 1995
Bachelor of Arts, Economics
James Island High School
Maune, Raichle, Hartley, French & Mudd, LLC May 2011 - Present
Carolina Legal Associates April 2010 - December 2010
UNGARETTI & HARRIS, LLP June 2007 - September 2009
ALMAND & WIGGINS June 2005 - December 2005
Putnam Investments February 1999 - July 2003
Putnam Investments March 1997 - January 1999
Skills
Defined Benefit, Pensions, Mergers, Securities, Benefits Administration, Retirement, Legal Research, Trials, Corporate Law, Legal Writing, Due Diligence, ERISA, Corporate Governance, Commercial Litigation, Westlaw, Civil Litigation, Litigation, 401k, Licensing, Employment Law, Employee Benefits
Education
Mercer University - Walter F. George School of Law 2003 — 2006
Juris Doctor
Agnes Scott College 1991 — 1995
Bachelor of Arts, Economics
James Island High School
Scott Liotta's Putnam Investments Experience April 1994 - July 1996
Job Investment Product Management at 1919 Investment Counsel
Industry Investment Management
Experience
1919 Investment Counsel March 2015 - Present
Lane Five Capital Management LP August 2006 - March 2015
Mercantile Investment & Wealth Management (now part of PNC Bank) December 2003 - July 2006
ProFund Advisors LLC July 1999 - July 2002
Alex. Brown & Sons (now Deutsche Bank Asset Management) July 1996 - July 1999
Putnam Investments April 1994 - July 1996
Brown Brothers Harriman September 1991 - April 1994
The Boston Company July 1988 - September 1991
Skills
Asset Managment, Asset Management, Management Consulting, Capital Markets, Private Equity, Venture Capital, Fixed Income, Management, Mutual Funds, Due Diligence, Investments, Portfolio Management, Equities, Hedge Funds, Alternative Investments, Strategic Planning, Securities, Financial Modeling, Financial Analysis, Bloomberg
Education
Allegheny College 1983 — 1987
BS, Economics
1919 Investment Counsel March 2015 - Present
Lane Five Capital Management LP August 2006 - March 2015
Mercantile Investment & Wealth Management (now part of PNC Bank) December 2003 - July 2006
ProFund Advisors LLC July 1999 - July 2002
Alex. Brown & Sons (now Deutsche Bank Asset Management) July 1996 - July 1999
Putnam Investments April 1994 - July 1996
Brown Brothers Harriman September 1991 - April 1994
The Boston Company July 1988 - September 1991
Skills
Asset Managment, Asset Management, Management Consulting, Capital Markets, Private Equity, Venture Capital, Fixed Income, Management, Mutual Funds, Due Diligence, Investments, Portfolio Management, Equities, Hedge Funds, Alternative Investments, Strategic Planning, Securities, Financial Modeling, Financial Analysis, Bloomberg
Education
Allegheny College 1983 — 1987
BS, Economics
jagannadha behara's Putnam Investments Experience October 2009 - January 2010
Job Sr Java/Python/ETL Consultant at Bank of America
Industry Investment Banking
Experience
Bank of America January 2014 - Present
DIVERSANT, LLC 2010 - Present
AIG December 2010 - January 2014
Goldman Sachs March 2010 - December 2010
Putnam Investments October 2009 - January 2010
JPMorgan February 2008 - September 2009
NumeriX 2007 - 2008
HCL Technologies 2004 - 2007
ICICI Bank 2003 - 2004
Skills
Core Java, Fixed Income, Market Risk, Credit Risk, Spring Batch, Spring, Unix, Hibernate, iBatis, Oracle, Perl, Shell Scripting, JSP development, Multithreading, Collections, Design Patterns, Websphere, Eclipse, Object Oriented Design, UML, Flex, Ant
Education
Andhra University 1996 — 1999
MCA, Computer Applications
Bank of America January 2014 - Present
DIVERSANT, LLC 2010 - Present
AIG December 2010 - January 2014
Goldman Sachs March 2010 - December 2010
Putnam Investments October 2009 - January 2010
JPMorgan February 2008 - September 2009
NumeriX 2007 - 2008
HCL Technologies 2004 - 2007
ICICI Bank 2003 - 2004
Skills
Core Java, Fixed Income, Market Risk, Credit Risk, Spring Batch, Spring, Unix, Hibernate, iBatis, Oracle, Perl, Shell Scripting, JSP development, Multithreading, Collections, Design Patterns, Websphere, Eclipse, Object Oriented Design, UML, Flex, Ant
Education
Andhra University 1996 — 1999
MCA, Computer Applications
Ram Kancharla's Putnam Investments Experience 1999 - Present
Job AVP at Putnam Investments
Industry Financial Services
Experience
Putnam Investments 1999 - Present
Skills
Fixed Income, Trading Systems, Equities, Mutual Funds, Financial Services, SDLC, Derivatives, Project Management, Business Analysis, Business Requirements, Mobile Applications, Disaster Recovery
Education
New Jersey Institute of Technology 1996 — 1997
Andhra University 1991 — 1995
Bharatiya Vidya Bhavan 1990 — 1990
Putnam Investments 1999 - Present
Skills
Fixed Income, Trading Systems, Equities, Mutual Funds, Financial Services, SDLC, Derivatives, Project Management, Business Analysis, Business Requirements, Mobile Applications, Disaster Recovery
Education
New Jersey Institute of Technology 1996 — 1997
Andhra University 1991 — 1995
Bharatiya Vidya Bhavan 1990 — 1990
Jon Jurus's Putnam Investments Experience 2004 - 2007
Job Senior Vice President Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman February 2012 - Present
John Hancock February 2007 - February 2012
Putnam Investments 2004 - 2007
The Ayco Company 2002 - 2004
Skills
Series 7
Education
American International College 1996 — 1998
Neuberger Berman February 2012 - Present
John Hancock February 2007 - February 2012
Putnam Investments 2004 - 2007
The Ayco Company 2002 - 2004
Skills
Series 7
Education
American International College 1996 — 1998
Tony Langelier's Putnam Investments Experience June 1996 - August 1996
Job Vice President Asset Liability Manager at Emigrant Bank
Industry Financial Services
Experience
Emigrant Bank July 2015 - Present
Sandler O'Neill & Partners, L.P. November 2009 - June 2015
MoneyAisle April 2008 - July 2009
Darling Consulting Group September 1997 - April 2008
Putnam Investments June 1996 - August 1996
Skills
Financial Modeling, Risk Management, Capital Markets, Strategy, Investments, Fixed Income, Banking
Education
ABA Stonier Graduate School of Banking 2004 — 2006
Certificate, Banking
Bentley University 1993 — 1997
Bachelor of Science, Finance
St. Dominic's Regional High School 1989 — 1993
Emigrant Bank July 2015 - Present
Sandler O'Neill & Partners, L.P. November 2009 - June 2015
MoneyAisle April 2008 - July 2009
Darling Consulting Group September 1997 - April 2008
Putnam Investments June 1996 - August 1996
Skills
Financial Modeling, Risk Management, Capital Markets, Strategy, Investments, Fixed Income, Banking
Education
ABA Stonier Graduate School of Banking 2004 — 2006
Certificate, Banking
Bentley University 1993 — 1997
Bachelor of Science, Finance
St. Dominic's Regional High School 1989 — 1993
John J. Deignan's Putnam Investments Experience 1990 - 1992
Job Director of Recruiting at Randstad Professionals
Industry Staffing and Recruiting
Experience
Randstad Professionals December 2006 - Present
Fidelity Investments January 1990 - April 1995
Putnam Investments 1990 - 1992
Skills
Applicant Tracking..., Internet Recruiting, Talent Acquisition, Recruiting, Technical Recruiting, College Recruiting, Financial Services, Accounting, Temporary Staffing, Executive Search, Human Resources, Screening Resumes, Temporary Placement, Sourcing, Onboarding, Employee Benefits, Employee Relations, Staffing Services, Talent Management, Hiring, PeopleSoft, Contract Recruitment, ADP Payroll, Sales, Interviews, HRIS
Education
Assumption College 1985 — 1989
Bachelor of Arts (B.A.), Business Administration and Management, General
Belmont High School
High School Diploma
Randstad Professionals December 2006 - Present
Fidelity Investments January 1990 - April 1995
Putnam Investments 1990 - 1992
Skills
Applicant Tracking..., Internet Recruiting, Talent Acquisition, Recruiting, Technical Recruiting, College Recruiting, Financial Services, Accounting, Temporary Staffing, Executive Search, Human Resources, Screening Resumes, Temporary Placement, Sourcing, Onboarding, Employee Benefits, Employee Relations, Staffing Services, Talent Management, Hiring, PeopleSoft, Contract Recruitment, ADP Payroll, Sales, Interviews, HRIS
Education
Assumption College 1985 — 1989
Bachelor of Arts (B.A.), Business Administration and Management, General
Belmont High School
High School Diploma
Heather Bayley's Putnam Investments Experience November 2008 - September 2010
Job Tax Section Manager at State of Maine
Industry Financial Services
Experience
State of Maine September 2015 - Present
State of Maine January 2014 - September 2015
State of Maine July 2012 - January 2014
State of Maine July 2010 - July 2012
Putnam Investments November 2008 - September 2010
Putnam Investments December 2007 - November 2008
Putnam Investments February 2007 - December 2007
Skills
Microsoft Excel, Access, Spreadsheets, Budgets, Outlook, Event Planning, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Financial Analysis, Government, Microsoft Office, Time Management, Nonprofits, Management, Research, Leadership, Fundraising, Analysis, Policy, Community Outreach
Education
Thomas College 2011 — 2013
MBA, Business
Ashford University 2008 — 2009
B.S. in Accounting, Accounting
Dean College 2004 — 2007
Dance, Business
State of Maine September 2015 - Present
State of Maine January 2014 - September 2015
State of Maine July 2012 - January 2014
State of Maine July 2010 - July 2012
Putnam Investments November 2008 - September 2010
Putnam Investments December 2007 - November 2008
Putnam Investments February 2007 - December 2007
Skills
Microsoft Excel, Access, Spreadsheets, Budgets, Outlook, Event Planning, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Financial Analysis, Government, Microsoft Office, Time Management, Nonprofits, Management, Research, Leadership, Fundraising, Analysis, Policy, Community Outreach
Education
Thomas College 2011 — 2013
MBA, Business
Ashford University 2008 — 2009
B.S. in Accounting, Accounting
Dean College 2004 — 2007
Dance, Business
Dan Golosovker's Putnam Investments Experience June 1997 - September 1997
Job Asset Management Professional
Industry Capital Markets
Experience
Bridgewater Associates May 2004 - Present
PwC Consulting January 2000 - March 2004
Putnam Investments June 1997 - September 1997
Education
ACADEMICSLondon School of Economics
Masters of Science, Management; economics and management
Amherst College
B.A, Mathematics
Bridgewater Associates May 2004 - Present
PwC Consulting January 2000 - March 2004
Putnam Investments June 1997 - September 1997
Education
ACADEMICSLondon School of Economics
Masters of Science, Management; economics and management
Amherst College
B.A, Mathematics
David B. LeGacy Jr.'s Putnam Investments Experience September 2001 - February 2004
Job
Industry Financial Services
Experience
The DI Wire November 2013 - Present
Ridgewood Securities May 2008 - November 2013
MFS (RSI) April 2007 - May 2008
MFS (RSI) December 2005 - April 2007
Acorn Land Artisans, Inc. February 2004 - November 2005
Putnam Investments September 2001 - February 2004
Skills
401k, Marketing, Management, Sales, Investments, Marketing Strategy, Series 7
Education
Arcadia University 1997 — 2001
Bachelor of Science
The DI Wire November 2013 - Present
Ridgewood Securities May 2008 - November 2013
MFS (RSI) April 2007 - May 2008
MFS (RSI) December 2005 - April 2007
Acorn Land Artisans, Inc. February 2004 - November 2005
Putnam Investments September 2001 - February 2004
Skills
401k, Marketing, Management, Sales, Investments, Marketing Strategy, Series 7
Education
Arcadia University 1997 — 2001
Bachelor of Science
Michelle LeBrun's Putnam Investments Experience 1999 - 2000
Job Project Manager/ Payroll Manager at Catholic Medical Center
Industry Financial Services
Experience
Catholic Medical Center July 2013 - Present
Fidelity Investments 2006 - July 2013
Fidelity Investments 2005 - 2006
Fidelity Investments January 2004 - 2005
ADP 2001 - 2004
Merrill Lynch 2000 - 2001
Putnam Investments 1999 - 2000
Skills
Process Improvement, Account Reconciliation, Internal Controls, Accounting, Business Analysis, Access, Financial Services, Business Process, General Ledger, Vendor Management, Finance, Payroll
Education
Assumption College 1995 — 1999
BA, Economics with Business Concentration
Catholic Medical Center July 2013 - Present
Fidelity Investments 2006 - July 2013
Fidelity Investments 2005 - 2006
Fidelity Investments January 2004 - 2005
ADP 2001 - 2004
Merrill Lynch 2000 - 2001
Putnam Investments 1999 - 2000
Skills
Process Improvement, Account Reconciliation, Internal Controls, Accounting, Business Analysis, Access, Financial Services, Business Process, General Ledger, Vendor Management, Finance, Payroll
Education
Assumption College 1995 — 1999
BA, Economics with Business Concentration
Anthony Durkan's Putnam Investments Experience September 2010 - September 2011
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Baseball Skills Academy January 2010 - Present
Fidelity Investments January 2003 - Present
Putnam Investments September 2010 - September 2011
Nichols College January 2007 - January 2011
Sentinel Benefits & Financial Group August 2009 - September 2010
Bancnorth Investment Group February 2008 - June 2009
Fidelity Investments January 2000 - January 2003
Fidelity Investments January 1998 - January 2000
Morgan Stanley January 1997 - January 1998
Education
Assumption College 1990 — 1993
BA, Economics
Shelton State Community College 1989 — 1990
Baseball Skills Academy January 2010 - Present
Fidelity Investments January 2003 - Present
Putnam Investments September 2010 - September 2011
Nichols College January 2007 - January 2011
Sentinel Benefits & Financial Group August 2009 - September 2010
Bancnorth Investment Group February 2008 - June 2009
Fidelity Investments January 2000 - January 2003
Fidelity Investments January 1998 - January 2000
Morgan Stanley January 1997 - January 1998
Education
Assumption College 1990 — 1993
BA, Economics
Shelton State Community College 1989 — 1990
Elizabeth Berthelette's Putnam Investments Experience August 2005 - January 2006
Job Assistant Director of Market Strategy & Research at Colliers International | Boston
Industry Real Estate
Experience
Colliers International Boston July 2015 - Present
Colliers International Boston April 2014 - Present
Colliers International Boston February 2012 - April 2014
Property & Portfolio Research January 2006 - February 2012
Putnam Investments August 2005 - January 2006
Skills
Market Analysis, Real Estate, Real Estate Economics, Valuation, Due Diligence, Market Research, Financial Analysis, Location Intelligence, Geographic Information..., MapInfo, Demographic Analysis, Demographics, Labor Market Analysis
Education
Assumption College 2001 — 2005
B.A., Economics, Global Studies, Geography
Colliers International Boston July 2015 - Present
Colliers International Boston April 2014 - Present
Colliers International Boston February 2012 - April 2014
Property & Portfolio Research January 2006 - February 2012
Putnam Investments August 2005 - January 2006
Skills
Market Analysis, Real Estate, Real Estate Economics, Valuation, Due Diligence, Market Research, Financial Analysis, Location Intelligence, Geographic Information..., MapInfo, Demographic Analysis, Demographics, Labor Market Analysis
Education
Assumption College 2001 — 2005
B.A., Economics, Global Studies, Geography
Mark Kananowicz's Putnam Investments Experience October 2008 - October 2009
Job Client Service Liaison
Industry Printing
Experience
Putnam Investments October 2008 - October 2009
DST Output February 2002 - January 2006
DST Output August 1999 - February 2002
Classic Soft Trim July 1998 - August 1999
Squaw Valley Ski Corp November 1997 - June 1998
Balleks Garden Center May 1995 - October 1997
Education
Albertus Magnus College 2004 — 2006
Bachelor of Science, Business Management
Putnam Investments October 2008 - October 2009
DST Output February 2002 - January 2006
DST Output August 1999 - February 2002
Classic Soft Trim July 1998 - August 1999
Squaw Valley Ski Corp November 1997 - June 1998
Balleks Garden Center May 1995 - October 1997
Education
Albertus Magnus College 2004 — 2006
Bachelor of Science, Business Management
Edward Esoian's Putnam Investments Experience 2003 - 2005
Job Director of Product Sales, Zensar
Industry Information Technology and Services
Experience
Zensar October 2013 - Present
Akibia October 2007 - October 2013
The Hanover Insurance Group 2004 - 2005
Putnam Investments 2003 - 2005
Skills
Salesforce.com, Solution Selling, Lead Generation, SaaS, Account Management, Enterprise Software, Sales Process, Sales, Channel Partners, Direct Sales, Sales Operations, Cloud Computing, Communication, Managed Services, New Business Development, Professional Services, Networking, Data Center, Management, Vendor Management
Education
Johnson and Wales University 1999 — 2003
Marketing
Assumption College
Wachusett
Zensar October 2013 - Present
Akibia October 2007 - October 2013
The Hanover Insurance Group 2004 - 2005
Putnam Investments 2003 - 2005
Skills
Salesforce.com, Solution Selling, Lead Generation, SaaS, Account Management, Enterprise Software, Sales Process, Sales, Channel Partners, Direct Sales, Sales Operations, Cloud Computing, Communication, Managed Services, New Business Development, Professional Services, Networking, Data Center, Management, Vendor Management
Education
Johnson and Wales University 1999 — 2003
Marketing
Assumption College
Wachusett
Bettina (Coker) Gentile's Putnam Investments Experience January 2000 - June 2001
Job Director of Childcare
Industry Health, Wellness and Fitness
Experience
Gold Gym June 2007 - Present
KinderCare February 2002 - January 2003
Putnam Investments January 2000 - June 2001
New York Life Insurance Company February 1996 - August 1998
Skills
Coaching, Nonprofits, Customer Service, Teaching, Fundraising, Strategic Planning, Program Development, Event Planning, Social Media, Team Building
Education
Massachusetts Bay Community College 2007 — 2009
Empire Beauty School-Boston 1996 — 1997
Cosmotology License
Gold Gym June 2007 - Present
KinderCare February 2002 - January 2003
Putnam Investments January 2000 - June 2001
New York Life Insurance Company February 1996 - August 1998
Skills
Coaching, Nonprofits, Customer Service, Teaching, Fundraising, Strategic Planning, Program Development, Event Planning, Social Media, Team Building
Education
Massachusetts Bay Community College 2007 — 2009
Empire Beauty School-Boston 1996 — 1997
Cosmotology License
Mairin Dudek's Putnam Investments Experience January 2005 - March 2005
Job Head Softball Coach at American International College
Industry Sports
Experience
American International College June 2011 - Present
University at Albany February 2007 - June 2011
Fisher College August 2005 - February 2007
Wheelock College February 2005 - August 2005
Putnam Investments January 2005 - March 2005
Whitman-Walker Clinic April 2004 - November 2004
Octagon November 2003 - December 2003
Washington Freedom May 2002 - October 2003
Skills
Softball, Athletics, Sports Management, Sports, Sports Marketing, Ticket Sales, Athletic Training, Higher Education, Strength & Conditioning, Baseball, Football, Fundraising, Intercollegiate..., Event Planning, Athletic Administration, Community Outreach
Education
American International College 2012 — 2014
Master of Business Administration (M.B.A.)
Ithaca College 1998 — 2002
B.S., Sport Management
Griffith University
Sport Management
American International College June 2011 - Present
University at Albany February 2007 - June 2011
Fisher College August 2005 - February 2007
Wheelock College February 2005 - August 2005
Putnam Investments January 2005 - March 2005
Whitman-Walker Clinic April 2004 - November 2004
Octagon November 2003 - December 2003
Washington Freedom May 2002 - October 2003
Skills
Softball, Athletics, Sports Management, Sports, Sports Marketing, Ticket Sales, Athletic Training, Higher Education, Strength & Conditioning, Baseball, Football, Fundraising, Intercollegiate..., Event Planning, Athletic Administration, Community Outreach
Education
American International College 2012 — 2014
Master of Business Administration (M.B.A.)
Ithaca College 1998 — 2002
B.S., Sport Management
Griffith University
Sport Management
James Sahady's Putnam Investments Experience October 1993 - April 1997
Job Director, Public Affairs, Massachusetts National Guard | Entrepreneur | Speaker | Investor
Industry Public Relations and Communications
Experience
Massachusetts National Guard August 1987 - Present
TD Ameritrade January 2007 - January 2014
City of Fall River, Massachusetts April 1997 - May 2013
Putnam Investments October 1993 - April 1997
Skills
Leadership, Strategic Communications, Leadership Development, Government, Public Relations, Public Speaking, Military, Crisis Management, Entrepreneurship, Risk Management, Strategic Planning, Crisis Communications, Team Leadership, Command, Management, Executive Management, National Security, Emergency Management, Business Strategy, Media Relations, Public Affairs, Marketing, Investments
Education
Anna Maria College
M.A., Criminal Justice
Boston University
ROTC, Leadership and Management
Bridgewater State University
B.S., Finance and Management
Harvard University, John F. Kennedy School of Government
Executive Education, Homeland Security
Massachusetts Institute of Technology
Homeland Protection Course
U.S. Army Command & General Staff College
Advanced Military Operations
U.S. Defense Information School
Public Affairs and Media Relations
Massachusetts National Guard August 1987 - Present
TD Ameritrade January 2007 - January 2014
City of Fall River, Massachusetts April 1997 - May 2013
Putnam Investments October 1993 - April 1997
Skills
Leadership, Strategic Communications, Leadership Development, Government, Public Relations, Public Speaking, Military, Crisis Management, Entrepreneurship, Risk Management, Strategic Planning, Crisis Communications, Team Leadership, Command, Management, Executive Management, National Security, Emergency Management, Business Strategy, Media Relations, Public Affairs, Marketing, Investments
Education
Anna Maria College
M.A., Criminal Justice
Boston University
ROTC, Leadership and Management
Bridgewater State University
B.S., Finance and Management
Harvard University, John F. Kennedy School of Government
Executive Education, Homeland Security
Massachusetts Institute of Technology
Homeland Protection Course
U.S. Army Command & General Staff College
Advanced Military Operations
U.S. Defense Information School
Public Affairs and Media Relations
Matthew Curran, MBA's Putnam Investments Experience December 2005 - October 2006
Job Accounts Payable Supervisor at Middlebury College
Industry Higher Education
Experience
Middlebury College May 2014 - Present
Small Dog Electronics December 2012 - May 2014
Small Dog Electronics June 2012 - May 2014
Stowe & Degon October 2006 - June 2012
Putnam Investments December 2005 - October 2006
Skills
NCAA Football Official, Financial Reporting, Financial Analysis, US GAAP, Account Reconciliation, Auditing, Accounting, Revenue Recognition, General Ledger, Financial Statements, SEC filings, Sarbanes-Oxley Act, Internal Controls, GAAP, CPA
Education
Assumption College 2007 — 2012
MBA, Accounting
Assumption College 2001 — 2006
B.A., Accounting, Finance
Middlebury College May 2014 - Present
Small Dog Electronics December 2012 - May 2014
Small Dog Electronics June 2012 - May 2014
Stowe & Degon October 2006 - June 2012
Putnam Investments December 2005 - October 2006
Skills
NCAA Football Official, Financial Reporting, Financial Analysis, US GAAP, Account Reconciliation, Auditing, Accounting, Revenue Recognition, General Ledger, Financial Statements, SEC filings, Sarbanes-Oxley Act, Internal Controls, GAAP, CPA
Education
Assumption College 2007 — 2012
MBA, Accounting
Assumption College 2001 — 2006
B.A., Accounting, Finance
Tommy Valentine's Putnam Investments Experience 1995 - 1996
Job Technical Recruiter at eClinicalWorks
Industry Computer Software
Experience
eClinicalWorks August 2011 - Present
Think Tech Computers January 2011 - July 2011
Office Depot January 2005 - April 2007
Lincoln Technical Institute January 2000 - May 2003
Lincoln Educational Services January 2000 - January 2003
GCR Professional Services January 1998 - January 2000
Putnam Investments 1995 - 1996
Putnam Investments 1995 - 1996
Putnam Investments 1995 - 1996
Skills
Healthcare Information..., Microsoft Office, Project Management, Software Implementation, Team Building, Strategic Planning, Databases, Customer Service, Windows, Business Analysis, Healthcare, Software Documentation, New Business Development, Visio, EMR, Troubleshooting, Testing, Management, Technical Support, Networking, Information Technology
Education
Motoring Technical Training Institute 2010 — 2011
Computer Service Technician/Network Installer, Computer Service Technician/Network Installer
Southern New Hampshire University 1993 — 1997
Economics/Finance
Matoaca High School
Matoaca High School
eClinicalWorks August 2011 - Present
Think Tech Computers January 2011 - July 2011
Office Depot January 2005 - April 2007
Lincoln Technical Institute January 2000 - May 2003
Lincoln Educational Services January 2000 - January 2003
GCR Professional Services January 1998 - January 2000
Putnam Investments 1995 - 1996
Putnam Investments 1995 - 1996
Putnam Investments 1995 - 1996
Skills
Healthcare Information..., Microsoft Office, Project Management, Software Implementation, Team Building, Strategic Planning, Databases, Customer Service, Windows, Business Analysis, Healthcare, Software Documentation, New Business Development, Visio, EMR, Troubleshooting, Testing, Management, Technical Support, Networking, Information Technology
Education
Motoring Technical Training Institute 2010 — 2011
Computer Service Technician/Network Installer, Computer Service Technician/Network Installer
Southern New Hampshire University 1993 — 1997
Economics/Finance
Matoaca High School
Matoaca High School
Sam Merigala's Putnam Investments Experience March 1997 - December 1998
Job CEO at DEW Softech, Inc
Industry Information Technology and Services
Experience
DEW Softech, Inc January 2008 - Present
JPMorgan Chase 1999 - 2007
Arbella Insurance 1998 - 1999
Putnam Investments March 1997 - December 1998
AT&T March 1994 - February 1997
Skills
Technical Recruiting, Internet Recruiting, Benefits Negotiation, Oracle, Vendor Management, Talent Acquisition, Executive Search, Contract Recruitment, Databases, Leadership, Staffing Services, SDLC, Management, Project Management, Temporary Placement, Requirements Analysis, Software Project..., Screening Resumes, Business Analysis, Recruiting, Program Management, Business Development, Business Intelligence
Education
Temple University 1992 — 1994
MSE, Systems Engineering
Andhra University 1986 — 1990
Bachelor of Engineering (B.E.), Mechanical Engineering
DEW Softech, Inc January 2008 - Present
JPMorgan Chase 1999 - 2007
Arbella Insurance 1998 - 1999
Putnam Investments March 1997 - December 1998
AT&T March 1994 - February 1997
Skills
Technical Recruiting, Internet Recruiting, Benefits Negotiation, Oracle, Vendor Management, Talent Acquisition, Executive Search, Contract Recruitment, Databases, Leadership, Staffing Services, SDLC, Management, Project Management, Temporary Placement, Requirements Analysis, Software Project..., Screening Resumes, Business Analysis, Recruiting, Program Management, Business Development, Business Intelligence
Education
Temple University 1992 — 1994
MSE, Systems Engineering
Andhra University 1986 — 1990
Bachelor of Engineering (B.E.), Mechanical Engineering
K. Andrew Wells's Putnam Investments Experience 1988 - 1991
Job Corporate Counsel at Brink's, Incorporated
Industry Legal Services
Experience
Brink’s January 2004 - Present
Consultant/Attorney (Independent) 1999 - 2004
Kane Russell Coleman & Logan, PC 1998 - 1999
Malouf, Lynch, Kessler & Collins 1997 - 1998
Gakken - White House, Nagoya, Japan 1992 - 1994
Bi-Lingual - Nagoya, Japan 1991 - 1992
Putnam Investments 1988 - 1991
Skills
Corporate Law, Contract Negotiation, Mergers & Acquisitions, Employment Law, Licensing, Corporate Governance, Legal Research, Legal Writing, Commercial Litigation, Litigation, Civil Litigation, Litigation Management, Due Diligence, Negotiation, Mediation, Legal Assistance, Risk Management, Legal Compliance, Competition Law, Strategic Planning, Operations Management, Intellectual Property, Process Improvement, Mergers, Privacy Law, Contract Management, Policy, Bankruptcy, Finance, Real Estate, Management, Securities, Securities Regulation, Team Building, Leadership
Education
Southern Methodist University 1996 — 1997
Law - Dedman School of Law
Loyola University New Orleans 1994 — 1997
Juris Doctor (J.D.), Law
Austin College 1984 — 1988
BA, Economics & History
IES - Vienna 1986 — 1986
Undergraduate Liberal Arts
IES - London 1985 — 1985
Undergraduate Liberal Arts
American University 1983 — 1984
Economics
Jesuit College Prep - Dallas
Brink’s January 2004 - Present
Consultant/Attorney (Independent) 1999 - 2004
Kane Russell Coleman & Logan, PC 1998 - 1999
Malouf, Lynch, Kessler & Collins 1997 - 1998
Gakken - White House, Nagoya, Japan 1992 - 1994
Bi-Lingual - Nagoya, Japan 1991 - 1992
Putnam Investments 1988 - 1991
Skills
Corporate Law, Contract Negotiation, Mergers & Acquisitions, Employment Law, Licensing, Corporate Governance, Legal Research, Legal Writing, Commercial Litigation, Litigation, Civil Litigation, Litigation Management, Due Diligence, Negotiation, Mediation, Legal Assistance, Risk Management, Legal Compliance, Competition Law, Strategic Planning, Operations Management, Intellectual Property, Process Improvement, Mergers, Privacy Law, Contract Management, Policy, Bankruptcy, Finance, Real Estate, Management, Securities, Securities Regulation, Team Building, Leadership
Education
Southern Methodist University 1996 — 1997
Law - Dedman School of Law
Loyola University New Orleans 1994 — 1997
Juris Doctor (J.D.), Law
Austin College 1984 — 1988
BA, Economics & History
IES - Vienna 1986 — 1986
Undergraduate Liberal Arts
IES - London 1985 — 1985
Undergraduate Liberal Arts
American University 1983 — 1984
Economics
Jesuit College Prep - Dallas
Jagadesh BOMMARAJU's Putnam Investments Experience May 2004 - Present
Job Project mgr at Putnam Investments
Industry Investment Management
Experience
Putnam Investments May 2004 - Present
Software associates February 1998 - May 2003
Computer Horizons October 1994 - January 1997
Birlasoft January 1992 - August 1994
Skills
Financial Services, SDLC, Mutual Funds, Business Analysis
Education
Harvard University 2004 — 2008
MS, Management and Finance
Indian Institute of Technology, Kharagpur 1990 — 1991
M. Tech, Mechanical Engg
Andhra University 1985 — 1989
B. Tech, Mechanical Marine Engg
Putnam Investments May 2004 - Present
Software associates February 1998 - May 2003
Computer Horizons October 1994 - January 1997
Birlasoft January 1992 - August 1994
Skills
Financial Services, SDLC, Mutual Funds, Business Analysis
Education
Harvard University 2004 — 2008
MS, Management and Finance
Indian Institute of Technology, Kharagpur 1990 — 1991
M. Tech, Mechanical Engg
Andhra University 1985 — 1989
B. Tech, Mechanical Marine Engg
Fred Bedoya, CPA's Putnam Investments Experience January 1999 - July 1999
Job Vice President, Fund Treasurer at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management March 2012 - Present
ING U.S. August 2005 - March 2012
ING U.S. February 2003 - August 2005
ING U.S. January 2001 - January 2003
ING U.S. January 2000 - January 2001
ING U.S. August 1999 - January 2000
Putnam Investments January 1999 - July 1999
Scudder Investments December 1997 - July 1999
Scudder Investments January 1997 - November 1997
Scudder Investments January 1996 - December 1996
Education
Arizona State University 2005 — 2007
Post Baccalaureate Certificate, Accountancy
Arizona State University, W. P. Carey School of Business 2002 — 2004
Master of Business Administration, 2004
Bryant University 1991 — 1995
Bachelor of Science, Business Administration; Finance and Management
Voya Investment Management March 2012 - Present
ING U.S. August 2005 - March 2012
ING U.S. February 2003 - August 2005
ING U.S. January 2001 - January 2003
ING U.S. January 2000 - January 2001
ING U.S. August 1999 - January 2000
Putnam Investments January 1999 - July 1999
Scudder Investments December 1997 - July 1999
Scudder Investments January 1997 - November 1997
Scudder Investments January 1996 - December 1996
Education
Arizona State University 2005 — 2007
Post Baccalaureate Certificate, Accountancy
Arizona State University, W. P. Carey School of Business 2002 — 2004
Master of Business Administration, 2004
Bryant University 1991 — 1995
Bachelor of Science, Business Administration; Finance and Management
Bill Fritz's Putnam Investments Experience 1997 - Present
Job Vice President at Putnam Investments
Industry Financial Services
Experience
Putnam Investments 1997 - Present
Putnam Investments 1986 - 2009
John Hancock 1991 - 1997
Skills
Mutual Funds, Series 7, Asset Allocation, Series 6, Operations Management, Financial Services, Series 63, Securities, Relationship Management, Back Office, FINRA, Alternative Investments, Series 24, Asset Management, Retirement, Investment Management, Separately Managed..., 401k, Wealth Management
Education
Assumption College 1981 — 1985
B.A., Management
Longmeadow High School 1978 — 1981
Putnam Investments 1997 - Present
Putnam Investments 1986 - 2009
John Hancock 1991 - 1997
Skills
Mutual Funds, Series 7, Asset Allocation, Series 6, Operations Management, Financial Services, Series 63, Securities, Relationship Management, Back Office, FINRA, Alternative Investments, Series 24, Asset Management, Retirement, Investment Management, Separately Managed..., 401k, Wealth Management
Education
Assumption College 1981 — 1985
B.A., Management
Longmeadow High School 1978 — 1981
Myung Chon's Putnam Investments Experience April 2001 - August 2002
Job TrailStone
Industry Oil & Energy
Experience
TrailStone Group March 2014 - Present
Shell Energy North America January 2013 - March 2014
Shell Energy North America May 2011 - November 2012
Deutsche Bank Energy Trading May 2007 - July 2011
Industrial Decisions, Inc (Affiliate of Mizuho Securities) 2005 - 2007
TXU April 2002 - February 2005
Putnam Investments April 2001 - August 2002
RBC 1998 - 2001
Skills
Trading, Strategy, Risk Management, Financial Engineering, Commodity Markets, Portfolio Optimization, Power Trading, Commodity, Market Risk, Derivatives, Trading Strategies, Portfolio Management, Valuation, Options, Hedging, Energy Markets
Education
Tokyo University of Science
BSc, Physics
University of Guelph
PhD, Physics
TrailStone Group March 2014 - Present
Shell Energy North America January 2013 - March 2014
Shell Energy North America May 2011 - November 2012
Deutsche Bank Energy Trading May 2007 - July 2011
Industrial Decisions, Inc (Affiliate of Mizuho Securities) 2005 - 2007
TXU April 2002 - February 2005
Putnam Investments April 2001 - August 2002
RBC 1998 - 2001
Skills
Trading, Strategy, Risk Management, Financial Engineering, Commodity Markets, Portfolio Optimization, Power Trading, Commodity, Market Risk, Derivatives, Trading Strategies, Portfolio Management, Valuation, Options, Hedging, Energy Markets
Education
Tokyo University of Science
BSc, Physics
University of Guelph
PhD, Physics
Dharmesh Makwana's Putnam Investments Experience January 2009 - December 2009
Job Associate
Industry Financial Services
Experience
J.P. Morgan July 2010 - Present
Morgan Stanley January 2010 - July 2010
Putnam Investments January 2009 - December 2009
Merrill Lynch November 2007 - December 2008
Education
New York Institute of Technology 2005 — 2007
Master of Business Administration (M.B.A.)
D J Sanghvin College of Engineering 2001 — 2004
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
J.P. Morgan July 2010 - Present
Morgan Stanley January 2010 - July 2010
Putnam Investments January 2009 - December 2009
Merrill Lynch November 2007 - December 2008
Education
New York Institute of Technology 2005 — 2007
Master of Business Administration (M.B.A.)
D J Sanghvin College of Engineering 2001 — 2004
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
Stephen Kelly, CFA's Putnam Investments Experience October 2004 - February 2009
Job Director, Senior National Account Manager at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank September 2015 - Present
Franklin Templeton Investments May 2010 - September 2015
Putnam Investments October 2004 - February 2009
Putnam Investments February 2000 - October 2004
Federal Street Advisors January 1997 - February 2000
Putnam Investments October 1995 - January 1997
Education
Assumption College 1991 — 1995
BA, Economics
Deutsche Bank September 2015 - Present
Franklin Templeton Investments May 2010 - September 2015
Putnam Investments October 2004 - February 2009
Putnam Investments February 2000 - October 2004
Federal Street Advisors January 1997 - February 2000
Putnam Investments October 1995 - January 1997
Education
Assumption College 1991 — 1995
BA, Economics
Cynthia Pupelis's Putnam Investments Experience 1992 - 1993
Job Freelance Print & Interactive Designer
Industry Design
Experience
Hasbro July 2009 - September 2009
The TJX Companies December 2007 - March 2009
BBK Worldwide January 2006 - November 2007
FM Global July 2005 - December 2005
Manasian, Inc. March 2004 - January 2005
The Burlington Group July 1996 - February 2004
Assabet Valley Center for Continuing Education 1998 - 2003
Metropolitan Life Insurance Company 1993 - 1996
Putnam Investments 1992 - 1993
Education
Anna Maria College
BA
University of Massachusetts, Amherst
Hasbro July 2009 - September 2009
The TJX Companies December 2007 - March 2009
BBK Worldwide January 2006 - November 2007
FM Global July 2005 - December 2005
Manasian, Inc. March 2004 - January 2005
The Burlington Group July 1996 - February 2004
Assabet Valley Center for Continuing Education 1998 - 2003
Metropolitan Life Insurance Company 1993 - 1996
Putnam Investments 1992 - 1993
Education
Anna Maria College
BA
University of Massachusetts, Amherst
Barbara Love's Putnam Investments Experience 1995 - 1996
Job Executive Director at Piedmont Language School
Industry Marketing and Advertising
Experience
Piedmont Language School April 2010 - Present
Charles Schwab 1997 - 2005
Schwab 1996 - 2005
GT Global 1996 - 1998
G.T. Global 1996 - 1998
Putnam Investments 1995 - 1996
Education
Arizona State University
BA, Journalism
Piedmont Language School April 2010 - Present
Charles Schwab 1997 - 2005
Schwab 1996 - 2005
GT Global 1996 - 1998
G.T. Global 1996 - 1998
Putnam Investments 1995 - 1996
Education
Arizona State University
BA, Journalism
Andrew Spooner's Putnam Investments Experience September 2001 - September 2011
Job Investment Specialist at Standard Life Investments
Industry Investment Management
Experience
Standard Life Investments August 2013 - Present
Putnam Investments September 2001 - September 2011
RCM 1998 - 2001
Education
Assumption College 1993 — 1997
Bachelor of Arts, Business Management
Standard Life Investments August 2013 - Present
Putnam Investments September 2001 - September 2011
RCM 1998 - 2001
Education
Assumption College 1993 — 1997
Bachelor of Arts, Business Management
Nikhil Dole's Putnam Investments Experience April 2012 - Present
Job Sr. Consultant at Putnam Investments
Industry Information Technology and Services
Experience
Putnam Investments April 2012 - Present
Brown Brothers Harriman April 2010 - April 2012
Hexaware Technologies February 2005 - April 2012
NCO Financial Systems 2006 - 2010
Cognizant Technology Solutions 2004 - 2005
iGATE Global Solutions April 2001 - July 2004
Skills
SDLC, J2EE Application..., Web Services, Spring, Hibernate, ZK Framework, Groovy, PL/SQL, C++, Unix, JSF, Struts, XML, ZK, Solution Architecture, EJB, Tomcat, SOA, Core Java, Big Data, Hadoop, Hive, Apache Pig, JDBC, REST, JavaScript, Spring Framework
Education
Bostons Computer Institute 2000 — 2001
Post Graduate Diploma, Software Application Engineering
College of Engineeering Amravati 1996 — 2000
BE, Electrical
Amravati University
Manibai Gujarathi School
Putnam Investments April 2012 - Present
Brown Brothers Harriman April 2010 - April 2012
Hexaware Technologies February 2005 - April 2012
NCO Financial Systems 2006 - 2010
Cognizant Technology Solutions 2004 - 2005
iGATE Global Solutions April 2001 - July 2004
Skills
SDLC, J2EE Application..., Web Services, Spring, Hibernate, ZK Framework, Groovy, PL/SQL, C++, Unix, JSF, Struts, XML, ZK, Solution Architecture, EJB, Tomcat, SOA, Core Java, Big Data, Hadoop, Hive, Apache Pig, JDBC, REST, JavaScript, Spring Framework
Education
Bostons Computer Institute 2000 — 2001
Post Graduate Diploma, Software Application Engineering
College of Engineeering Amravati 1996 — 2000
BE, Electrical
Amravati University
Manibai Gujarathi School
Vincent Caputo's Putnam Investments Experience February 2014 - Present
Job Senior Supervisor, Portfolio Accounting Derivative Operations at Putnam Investments
Industry Financial Services
Experience
Putnam Investments February 2014 - Present
Putnam Investments July 2011 - February 2014
Putnam Investments October 2006 - July 2011
PFPC August 1999 - October 2006
PFPC, Inc 1998 - 2006
Skills
Bloomberg, Bonds, Equities, Fixed Income, Fund Accounting, Mutual Funds, Portfolio Management, Financial Analysis, Hedge Funds
Education
Anna Maria College 1993 — 1997
MA, Criminal Justice
Framingham State University 1987 — 1992
BS, Business
Putnam Investments February 2014 - Present
Putnam Investments July 2011 - February 2014
Putnam Investments October 2006 - July 2011
PFPC August 1999 - October 2006
PFPC, Inc 1998 - 2006
Skills
Bloomberg, Bonds, Equities, Fixed Income, Fund Accounting, Mutual Funds, Portfolio Management, Financial Analysis, Hedge Funds
Education
Anna Maria College 1993 — 1997
MA, Criminal Justice
Framingham State University 1987 — 1992
BS, Business
Cathy Tomaso's Putnam Investments Experience October 1999 - October 2009
Job Administrative AssistantFinance Department at Dean Bank
Industry Higher Education
Experience
Dean Bank June 2012 - Present
Framingham State University September 2008 - June 2012
Putnam Investments October 1999 - October 2009
Benjamin Franklin Classical Charter Public School July 2006 - June 2009
The Traveling Vineyard 2003 - 2006
Attleboro High School November 1996 - October 1999
College of the Holy Cross August 1995 - October 1996
Boston College August 1994 - May 1995
Fitchburg State College August 1992 - June 1994
Stonehill College August 1992 - May 1994
Skills
Career Counseling, Job Search Strategies, Microsoft Office, Resume Writing, Career Development, Staff Development, Higher Education, Public Speaking, Leadership Development, Recruiting, Event Planning, Coaching, Training, Research, Teaching, Program Development, Workshop Facilitation, Non-profits, Social Media, Student Affairs
Education
Bridgewater State University 1991 — 1994
MEd, Counseling, Higher Education Administration
Assumption College 1985 — 1989
Bachelor of Arts, Psychology
The University of Dundee 1988 — 1988
Bachelor's degree, International Relations and Affairs
Milford High School 1981 — 1985
diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Dean Bank June 2012 - Present
Framingham State University September 2008 - June 2012
Putnam Investments October 1999 - October 2009
Benjamin Franklin Classical Charter Public School July 2006 - June 2009
The Traveling Vineyard 2003 - 2006
Attleboro High School November 1996 - October 1999
College of the Holy Cross August 1995 - October 1996
Boston College August 1994 - May 1995
Fitchburg State College August 1992 - June 1994
Stonehill College August 1992 - May 1994
Skills
Career Counseling, Job Search Strategies, Microsoft Office, Resume Writing, Career Development, Staff Development, Higher Education, Public Speaking, Leadership Development, Recruiting, Event Planning, Coaching, Training, Research, Teaching, Program Development, Workshop Facilitation, Non-profits, Social Media, Student Affairs
Education
Bridgewater State University 1991 — 1994
MEd, Counseling, Higher Education Administration
Assumption College 1985 — 1989
Bachelor of Arts, Psychology
The University of Dundee 1988 — 1988
Bachelor's degree, International Relations and Affairs
Milford High School 1981 — 1985
diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Joseph Towell's Putnam Investments Experience 2001 - 2008
Job Chairman of the Board of Directors, Yadkin Financial Corporation and Yadkin Bank
Industry Banking
Experience
Yadkin Financial Corporation July 2015 - Present
Yadkin Bank July 2014 - Present
Yadkin Bank February 2010 - July 2014
Yadkin Valley Bank 2010 - 2011
Yadkin Valley Bank 2008 - 2010
Putnam Investments 2001 - 2008
First Union National Bank October 1983 - August 2001
Education
Appalachian State University 1976 — 1978
MBA, Economics
Appalachian State University 1971 — 1973
B.A., Economics/math
Yadkin Financial Corporation July 2015 - Present
Yadkin Bank July 2014 - Present
Yadkin Bank February 2010 - July 2014
Yadkin Valley Bank 2010 - 2011
Yadkin Valley Bank 2008 - 2010
Putnam Investments 2001 - 2008
First Union National Bank October 1983 - August 2001
Education
Appalachian State University 1976 — 1978
MBA, Economics
Appalachian State University 1971 — 1973
B.A., Economics/math
Geoff Luciano's Putnam Investments Experience November 2008 - February 2009
Job Material Specialist at Raytheon Integrated Defense Systems
Industry Defense & Space
Experience
Raytheon Integrated Defense Systems (Contract Worker) June 2009 - Present
Putnam Investments November 2008 - February 2009
North Shore Rink Management November 2006 - May 2008
Bay State Tent & Party Rental May 2005 - September 2007
United States Postal Service June 2005 - September 2005
Reid Graphics June 2004 - September 2004
Education
Merrimack College 2006 — 2008
Bachelor of Science in Business Administration, Finance
Assumption College 2004 — 2006
Finance Major
Raytheon Integrated Defense Systems (Contract Worker) June 2009 - Present
Putnam Investments November 2008 - February 2009
North Shore Rink Management November 2006 - May 2008
Bay State Tent & Party Rental May 2005 - September 2007
United States Postal Service June 2005 - September 2005
Reid Graphics June 2004 - September 2004
Education
Merrimack College 2006 — 2008
Bachelor of Science in Business Administration, Finance
Assumption College 2004 — 2006
Finance Major
Jacqueline Tolisano's Putnam Investments Experience September 2005 - January 2012
Job Web Accessibility Specialist at Carroll Center for the Blind
Industry Internet
Experience
Carroll Center for the Blind September 2012 - November 2014
Putnam Investments September 2005 - January 2012
Putnam Investments November 2003 - August 2005
Putnam Investments June 2000 - October 2003
Skills
Dreamweaver, WordPress, Adobe Fireworks, Microsoft Excel, Process Improvement, Project Management, Accessibility, HTML, CSS, Photoshop, JavaScript, PowerPoint, Flash, Financial Services, CMS, SnagIt, Lotus Notes, Interwoven, WS-FTP Pro, Jing, Illustrator, FileZilla, NonVisual Desktop..., JAWS (Job Access With..., Google Adwords, Google Analytics, Microsoft Word, Public Speaking
Education
Art Institute of Pittsburgh 2008 — 2012
Associate of Science (A.S.), Interactive Web and Media Design, 3.8
North Attleboro High School 1989 — 1993
Carroll Center for the Blind September 2012 - November 2014
Putnam Investments September 2005 - January 2012
Putnam Investments November 2003 - August 2005
Putnam Investments June 2000 - October 2003
Skills
Dreamweaver, WordPress, Adobe Fireworks, Microsoft Excel, Process Improvement, Project Management, Accessibility, HTML, CSS, Photoshop, JavaScript, PowerPoint, Flash, Financial Services, CMS, SnagIt, Lotus Notes, Interwoven, WS-FTP Pro, Jing, Illustrator, FileZilla, NonVisual Desktop..., JAWS (Job Access With..., Google Adwords, Google Analytics, Microsoft Word, Public Speaking
Education
Art Institute of Pittsburgh 2008 — 2012
Associate of Science (A.S.), Interactive Web and Media Design, 3.8
North Attleboro High School 1989 — 1993
Dharanidhar Gorrepati's Putnam Investments Experience 2006 - 2010
Job Lead Middleware Engineer at American Eagle Outfitters
Industry Information Technology and Services
Experience
American Eagle Outfitters November 2013 - Present
Abercrombie & Fitch May 2011 - November 2013
Mattel April 2010 - May 2011
Wipro Technologies November 2005 - May 2011
Putnam Investments 2006 - 2010
Skills
Weblogic, Solution Architecture, Websphere, Tomcat, Middleware, Servers, Apache, Shell Scripting, WebSphere MQ, Unix Shell Scripting, Web Applications, Application Servers, High Availability, Java Enterprise Edition, Oracle Application..., WebSphere Application..., LDAP, ITIL, Autosys, Perl, Performance Tuning, iPlanet, Sun Application Server, Access Manager, Awk, Sed, Wily Introscope, VBScript, OpenSSL, SSL, SunOne, J2EE, Web Servers, appdynamics, Confluence, jahia, manhattan wms, JIRA, Wikis, WebSphere
Education
Anna University 2001 — 2005
B.E, Electronics and Communication
American Eagle Outfitters November 2013 - Present
Abercrombie & Fitch May 2011 - November 2013
Mattel April 2010 - May 2011
Wipro Technologies November 2005 - May 2011
Putnam Investments 2006 - 2010
Skills
Weblogic, Solution Architecture, Websphere, Tomcat, Middleware, Servers, Apache, Shell Scripting, WebSphere MQ, Unix Shell Scripting, Web Applications, Application Servers, High Availability, Java Enterprise Edition, Oracle Application..., WebSphere Application..., LDAP, ITIL, Autosys, Perl, Performance Tuning, iPlanet, Sun Application Server, Access Manager, Awk, Sed, Wily Introscope, VBScript, OpenSSL, SSL, SunOne, J2EE, Web Servers, appdynamics, Confluence, jahia, manhattan wms, JIRA, Wikis, WebSphere
Education
Anna University 2001 — 2005
B.E, Electronics and Communication
Dipeshwar Shrestha's Putnam Investments Experience September 2010 - May 2011
Job Principal Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2013 - Present
Fidelity Investments April 2012 - February 2013
Brown Brothers Harriman June 2011 - October 2011
Putnam Investments September 2010 - May 2011
JP Morgan July 2010 - August 2010
RBS Sempra Commodities October 2004 - 2010
Alabama A&M University July 2002 - August 2004
Mercantile Office Systems, Nepal March 2000 - March 2002
Skills
JBoss Application Server, Hibernate, Ant, JDBC, EJB, Spring, Maven, Hadoop, Oracle, XML, XSLT, Spring Batch, spring inte, C#, SOAP, REST, Drools, Groovy, bash, Ubuntu, Software Development, Web Services, SOA, JSP, Eclipse, JMS, Tomcat, Struts, JUnit, Java, PL/SQL, Hudson, Linux, Agile Methodologies, Design Patterns, Unix, SoapUI, iBatis, Core Java, Java Enterprise Edition, Subversion, Servlets, SQL, JavaScript, JAXB, Spring Framework
Education
Alabama Agricultural and Mechanical University 2002 — 2004
MS, Computer Science
Tribhuvan University, Nepal 1995 — 1999
BE, Electronics Engineering
Fidelity Investments February 2013 - Present
Fidelity Investments April 2012 - February 2013
Brown Brothers Harriman June 2011 - October 2011
Putnam Investments September 2010 - May 2011
JP Morgan July 2010 - August 2010
RBS Sempra Commodities October 2004 - 2010
Alabama A&M University July 2002 - August 2004
Mercantile Office Systems, Nepal March 2000 - March 2002
Skills
JBoss Application Server, Hibernate, Ant, JDBC, EJB, Spring, Maven, Hadoop, Oracle, XML, XSLT, Spring Batch, spring inte, C#, SOAP, REST, Drools, Groovy, bash, Ubuntu, Software Development, Web Services, SOA, JSP, Eclipse, JMS, Tomcat, Struts, JUnit, Java, PL/SQL, Hudson, Linux, Agile Methodologies, Design Patterns, Unix, SoapUI, iBatis, Core Java, Java Enterprise Edition, Subversion, Servlets, SQL, JavaScript, JAXB, Spring Framework
Education
Alabama Agricultural and Mechanical University 2002 — 2004
MS, Computer Science
Tribhuvan University, Nepal 1995 — 1999
BE, Electronics Engineering
Robert Nadherny's Putnam Investments Experience 1988 - 2008
Job Managing Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
BNY Mellon Wealth Management April 2008 - January 2011
Putnam Investments 1988 - 2008
Skills
Alternative Investments, Asset Managment, Series 7, Mutual Funds, Series 63, Series 24
Education
Alfred University 1981 — 1985
Merrill Lynch January 2011 - Present
BNY Mellon Wealth Management April 2008 - January 2011
Putnam Investments 1988 - 2008
Skills
Alternative Investments, Asset Managment, Series 7, Mutual Funds, Series 63, Series 24
Education
Alfred University 1981 — 1985
Anne Finucane's Putnam Investments Experience August 1988 - January 2000
Job Teacher at Carter Nursery School
Industry Primary/Secondary Education
Experience
Carter Nursery School January 2009 - Present
Putnam Investments August 1988 - January 2000
Education
Allegheny College 1984 — 1988
B.S., Economics
Carter Nursery School January 2009 - Present
Putnam Investments August 1988 - January 2000
Education
Allegheny College 1984 — 1988
B.S., Economics
Alexandra Devendorf's Putnam Investments Experience September 2014 - Present
Job Investment Strategies Associate at Putnam Investments
Industry Public Relations and Communications
Experience
Putnam Investments September 2014 - Present
Putnam Investments July 2011 - August 2014
L.E.K. Consulting October 2010 - March 2011
Republican National Committee September 2009 - December 2009
American University Athletics March 2008 - May 2008
Inquirer & Mirror Newspaper September 2005 - June 2006
Skills
Social Media, CRM, Marketing, Crisis Communications, Public Relations, Strategic Planning, Competitive Analysis, Management, Marketing Strategy
Education
American University 2006 — 2010
BA, International Communication, Public Communication
Nantucket High School 2003 — 2006
Putnam Investments September 2014 - Present
Putnam Investments July 2011 - August 2014
L.E.K. Consulting October 2010 - March 2011
Republican National Committee September 2009 - December 2009
American University Athletics March 2008 - May 2008
Inquirer & Mirror Newspaper September 2005 - June 2006
Skills
Social Media, CRM, Marketing, Crisis Communications, Public Relations, Strategic Planning, Competitive Analysis, Management, Marketing Strategy
Education
American University 2006 — 2010
BA, International Communication, Public Communication
Nantucket High School 2003 — 2006
Michelle Devereaux's Putnam Investments Experience July 1989 - July 1991
Job Consultant / Business Analyst Compliance Data Management
Industry Investment Management
Experience
Jennison Partners March 2015 - Present
Brown Brother Harriman (BBH) December 2011 - December 2014
Ameriprise Financial Services, Inc. August 2010 - June 2011
Columbia Managemet / Bank of America October 2005 - January 2009
Scudder 2005 - 2006
InvestTech Systems Consulting August 2002 - October 2005
Charles River Development February 1996 - March 2002
PIMCO (Pacific Investment Management Company) August 1991 - November 1995
Putnam Investments July 1989 - July 1991
Skills
Business Analysis
Education
Assumption College 1985 — 1989
BA, Business Management
Richmond College, London, England
Jennison Partners March 2015 - Present
Brown Brother Harriman (BBH) December 2011 - December 2014
Ameriprise Financial Services, Inc. August 2010 - June 2011
Columbia Managemet / Bank of America October 2005 - January 2009
Scudder 2005 - 2006
InvestTech Systems Consulting August 2002 - October 2005
Charles River Development February 1996 - March 2002
PIMCO (Pacific Investment Management Company) August 1991 - November 1995
Putnam Investments July 1989 - July 1991
Skills
Business Analysis
Education
Assumption College 1985 — 1989
BA, Business Management
Richmond College, London, England
Andrea Childers's Putnam Investments Experience 2007 - 2009
Job Customer service
Industry Financial Services
Experience
BNY Mellon February 2012 - Present
Goodman Eye and Medical Center July 2011 - November 2011
Medical Associates of Greater Boston December 2010 - March 2011
Putnam Investments 2007 - 2009
Education
American International College 2010 — 2010
Certificate, HealthcareProfessional
Southern New Hampshire University 2003 — 2007
Bachelors of Science, Business Administation
BNY Mellon February 2012 - Present
Goodman Eye and Medical Center July 2011 - November 2011
Medical Associates of Greater Boston December 2010 - March 2011
Putnam Investments 2007 - 2009
Education
American International College 2010 — 2010
Certificate, HealthcareProfessional
Southern New Hampshire University 2003 — 2007
Bachelors of Science, Business Administation
George Mack's Putnam Investments Experience 1987 - 1990
Job Owner, George Mack Design
Industry Graphic Design
Experience
George Mack Design March 1976 - Present
Putnam Investments 1987 - 1990
Arnold & Company March 1984 - June 1987
Darby O'Brien Advertising March 1980 - June 1983
Education
Amherst College 1967 — 1971
Bachelor of Arts, in Psychology, plus International Literature
George Mack Design March 1976 - Present
Putnam Investments 1987 - 1990
Arnold & Company March 1984 - June 1987
Darby O'Brien Advertising March 1980 - June 1983
Education
Amherst College 1967 — 1971
Bachelor of Arts, in Psychology, plus International Literature
Ryland Stanley's Putnam Investments Experience June 2010 - Present
Job Putnam Investments
Industry Investment Management
Experience
Putnam Investments June 2010 - Present
Skills
Investments, Financial Analysis, Mutual Funds, Strategic Planning, Business Analysis, PowerPoint, Microsoft Excel, Competitive Analysis, Executive Reporting
Education
Arizona State University - W. P. Carey School of Business 2005 — 2009
B.S., Finance
Putnam Investments June 2010 - Present
Skills
Investments, Financial Analysis, Mutual Funds, Strategic Planning, Business Analysis, PowerPoint, Microsoft Excel, Competitive Analysis, Executive Reporting
Education
Arizona State University - W. P. Carey School of Business 2005 — 2009
B.S., Finance
Nagaraju Thota's Putnam Investments Experience May 2006 - July 2014
Job Vice President Applications Developer Lead at Chase Paymentech
Industry Financial Services
Experience
Chase Paymentech August 2014 - Present
Putnam Investments May 2006 - July 2014
Satyam Computers May 2004 - January 2006
ITE 2001 - 2003
Skills
SDLC, SOA, Requirements Analysis, Agile Methodologies, Oracle, SQL, Web Services, Software Project..., PL/SQL, Java Enterprise Edition, Enterprise Architecture, Unix, Business Analysis, XML, Integration, DB2, Java, Requirements Gathering
Education
Aspen University 2011 — 2012
MS-IT, Computer Science, A
Osmania University 1997 — 1999
Master's degree, Management Information Systems and Services, A
Chase Paymentech August 2014 - Present
Putnam Investments May 2006 - July 2014
Satyam Computers May 2004 - January 2006
ITE 2001 - 2003
Skills
SDLC, SOA, Requirements Analysis, Agile Methodologies, Oracle, SQL, Web Services, Software Project..., PL/SQL, Java Enterprise Edition, Enterprise Architecture, Unix, Business Analysis, XML, Integration, DB2, Java, Requirements Gathering
Education
Aspen University 2011 — 2012
MS-IT, Computer Science, A
Osmania University 1997 — 1999
Master's degree, Management Information Systems and Services, A
Tom Waldron's Putnam Investments Experience November 1995 - January 1999
Job Regional Vice President at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners May 2014 - Present
ATEL Securities Corporation July 2013 - May 2014
RS Investments December 2007 - June 2013
Columbia Management November 2001 - December 2007
Columbia Management February 1999 - November 2001
Putnam Investments November 1995 - January 1999
Skills
Mutual Funds, Alternative Investments, Series 7, Investments, Asset Management, Series 63, Wealth Management, Asset Allocation, Portfolio Management, Securities, Fixed Income, Equities
Education
University College Dublin 1993 — 1994
Graduate Diploma in Business Studies, 2:1
St. Patrick's College, Maynooth 1989 — 1993
BA Double Honors, History/Sociology, 2:1
St Gerald's College (High School) 1983 — 1989
Leaving Certificate
Guggenheim Partners May 2014 - Present
ATEL Securities Corporation July 2013 - May 2014
RS Investments December 2007 - June 2013
Columbia Management November 2001 - December 2007
Columbia Management February 1999 - November 2001
Putnam Investments November 1995 - January 1999
Skills
Mutual Funds, Alternative Investments, Series 7, Investments, Asset Management, Series 63, Wealth Management, Asset Allocation, Portfolio Management, Securities, Fixed Income, Equities
Education
University College Dublin 1993 — 1994
Graduate Diploma in Business Studies, 2:1
St. Patrick's College, Maynooth 1989 — 1993
BA Double Honors, History/Sociology, 2:1
St Gerald's College (High School) 1983 — 1989
Leaving Certificate
Lowina Sham's Putnam Investments Experience October 2006 - January 2007
Job Business Analyst, Officer at State Street Corporation
Industry Financial Services
Experience
State Street May 2012 - Present
State Street January 2007 - May 2012
Putnam Investments October 2006 - January 2007
Skills
Corporate Finance, Fund Accounting, Hedge Funds, Mutual Funds, Accounting, Corporate Actions, Financial Analysis, Equities, Portfolio Management, Bloomberg, Account Reconciliation, Analysis, Securities, Fixed Income, General Ledger, Derivatives
Education
Assumption College 2002 — 2006
Bachelor, Marketing, Finance (minor)
Seekonk High School 1999 — 2002
State Street May 2012 - Present
State Street January 2007 - May 2012
Putnam Investments October 2006 - January 2007
Skills
Corporate Finance, Fund Accounting, Hedge Funds, Mutual Funds, Accounting, Corporate Actions, Financial Analysis, Equities, Portfolio Management, Bloomberg, Account Reconciliation, Analysis, Securities, Fixed Income, General Ledger, Derivatives
Education
Assumption College 2002 — 2006
Bachelor, Marketing, Finance (minor)
Seekonk High School 1999 — 2002
Naveen Badey's Putnam Investments Experience July 2000 - March 2001
Job Sr.DBA/Architect at Nuveen Investments
Industry Information Technology and Services
Experience
Nuveen Investments April 2011 - Present
Allstate Investments April 2001 - February 2012
Putnam Investments July 2000 - March 2001
Fidelity Investments February 1999 - June 2000
Skills
Performance Tuning, Database Design, PL/SQL, Data Warehousing, RMAN, Shell Scripting, Batch Processing, Job Scheduling, ITIL, Audit C, ORACLE RAC, Oracle ASM, ORACLE DATAGUARD, FLASHBACK TECHNOLOGY, SQL SERVER..., APPLICATION..., CRTSTAL REPORTS, SSRS, SSAS, TOAD, DBArtisian, PERL SCRIPTING,..., DATA MODELING, DATABASE SECURITY AND..., DEVELOPER 2000, .NET, CDC(CHAGE DATA CAPTURE), OEM, DATA MIGRATION, STORAGE MANAGEMENT, SQL, TSQL, INFORMATICA, DATASTAGE, DATABASE INSTALLS,..., CUSTOM SCRIPTS AND..., Database Security, Data Modeling, Oracle RAC, Databases, Microsoft SQL Server, Oracle, Disaster Recovery, SQL Tuning, Business Intelligence, Data Migration, Solaris, High Availability, Unix, ETL, Unix Shell Scripting, Database Administration, DB2, Erwin
Education
Bharathidasan University 1995 — 1997
M.Sc, Computer Science
Andhra University 1994 — 1995
B.Sc, Computer Science
Osmania University 1992 — 1994
B.Sc, Computer Science
Nuveen Investments April 2011 - Present
Allstate Investments April 2001 - February 2012
Putnam Investments July 2000 - March 2001
Fidelity Investments February 1999 - June 2000
Skills
Performance Tuning, Database Design, PL/SQL, Data Warehousing, RMAN, Shell Scripting, Batch Processing, Job Scheduling, ITIL, Audit C, ORACLE RAC, Oracle ASM, ORACLE DATAGUARD, FLASHBACK TECHNOLOGY, SQL SERVER..., APPLICATION..., CRTSTAL REPORTS, SSRS, SSAS, TOAD, DBArtisian, PERL SCRIPTING,..., DATA MODELING, DATABASE SECURITY AND..., DEVELOPER 2000, .NET, CDC(CHAGE DATA CAPTURE), OEM, DATA MIGRATION, STORAGE MANAGEMENT, SQL, TSQL, INFORMATICA, DATASTAGE, DATABASE INSTALLS,..., CUSTOM SCRIPTS AND..., Database Security, Data Modeling, Oracle RAC, Databases, Microsoft SQL Server, Oracle, Disaster Recovery, SQL Tuning, Business Intelligence, Data Migration, Solaris, High Availability, Unix, ETL, Unix Shell Scripting, Database Administration, DB2, Erwin
Education
Bharathidasan University 1995 — 1997
M.Sc, Computer Science
Andhra University 1994 — 1995
B.Sc, Computer Science
Osmania University 1992 — 1994
B.Sc, Computer Science
Peter Garrity's Putnam Investments Experience July 1997 - August 1998
Job Sr. Vice President at State Street Corporation
Industry Financial Services
Experience
STATE STREET CORPORATION August 1998 - Present
Putnam Investments July 1997 - August 1998
PRICE WATERHOUSE LLP September 1987 - July 1997
Skills
Financial Reporting, Accounting, Mutual Funds, Recruiting, Auditing, Tax Accounting, Internal Audit, Tax, Fund Accounting, Project Planning, Management, Business Process, Fund Administration, CRM, Financial Services
Education
Assumption College 1982 — 1986
BA, Accounting and Mathematics
STATE STREET CORPORATION August 1998 - Present
Putnam Investments July 1997 - August 1998
PRICE WATERHOUSE LLP September 1987 - July 1997
Skills
Financial Reporting, Accounting, Mutual Funds, Recruiting, Auditing, Tax Accounting, Internal Audit, Tax, Fund Accounting, Project Planning, Management, Business Process, Fund Administration, CRM, Financial Services
Education
Assumption College 1982 — 1986
BA, Accounting and Mathematics
Josh Fillman's Putnam Investments Experience May 2013 - Present
Job Equity Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments May 2013 - Present
BlackRock March 2011 - March 2013
Fidelity Investments June 2007 - March 2011
Skills
Equities, Equity Research, Bloomberg, Investments, Financial Modeling, Portfolio Management, Hedge Funds, Asset Allocation, Asset Managment, Valuation, Fixed Income, Alternative Investments, Mutual Funds, Capital Markets, Financial Analysis, Investment Management, Equity Valuation, Securities
Education
Amherst College 2003 — 2007
BA, Economics
Nobles 2000 — 2003
Tuck School of Business, Dartmouth College
Business Bridge Program
Putnam Investments May 2013 - Present
BlackRock March 2011 - March 2013
Fidelity Investments June 2007 - March 2011
Skills
Equities, Equity Research, Bloomberg, Investments, Financial Modeling, Portfolio Management, Hedge Funds, Asset Allocation, Asset Managment, Valuation, Fixed Income, Alternative Investments, Mutual Funds, Capital Markets, Financial Analysis, Investment Management, Equity Valuation, Securities
Education
Amherst College 2003 — 2007
BA, Economics
Nobles 2000 — 2003
Tuck School of Business, Dartmouth College
Business Bridge Program
Sayuri Owens's Putnam Investments Experience May 2011 - Present
Job Finance Systems Project Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments May 2011 - Present
Putnam Investments April 2003 - May 2011
Putnam Investments June 2002 - April 2003
Putnam Investments October 1997 - June 2002
Putnam Investments September 1995 - October 1997
Skills
Financial Analysis, PeopleSoft, Sarbanes-Oxley Act, Financial Services, Process Improvement, Access, Microsoft Excel, Auditing, Payroll, Finance, Accounts Payable, Relationship Management, Customer Service, Project Management, SAP, ADP Payroll, Leadership, Forecasting
Education
Assumption College 1991 — 1995
BS, Political Science
El Colegio Redentor, Dominican Republic 1980 — 1990
High School, Math & Science
Putnam Investments May 2011 - Present
Putnam Investments April 2003 - May 2011
Putnam Investments June 2002 - April 2003
Putnam Investments October 1997 - June 2002
Putnam Investments September 1995 - October 1997
Skills
Financial Analysis, PeopleSoft, Sarbanes-Oxley Act, Financial Services, Process Improvement, Access, Microsoft Excel, Auditing, Payroll, Finance, Accounts Payable, Relationship Management, Customer Service, Project Management, SAP, ADP Payroll, Leadership, Forecasting
Education
Assumption College 1991 — 1995
BS, Political Science
El Colegio Redentor, Dominican Republic 1980 — 1990
High School, Math & Science
Kyla Cripps's Putnam Investments Experience June 2008 - September 2008
Job New Product Coordinator at Analog Devices
Industry Semiconductors
Experience
Analog Devices June 2014 - Present
Nexgen Wireless (Sprint Authorized Dealer) July 2009 - June 2014
Worldwide Acquisitions May 2009 - June 2009
Putnam Investments June 2008 - September 2008
Education
Assumption College 2005 — 2009
Bachelors, Business Managment
Analog Devices June 2014 - Present
Nexgen Wireless (Sprint Authorized Dealer) July 2009 - June 2014
Worldwide Acquisitions May 2009 - June 2009
Putnam Investments June 2008 - September 2008
Education
Assumption College 2005 — 2009
Bachelors, Business Managment
Derek Palm's Putnam Investments Experience July 2013 - December 2013
Job Finance Student Northeastern D'Amore McKim School of Business
Industry Financial Services
Experience
BNY Mellon Asset Management Operations July 2014 - December 2014
Putnam Investments July 2013 - December 2013
Peabody Essex Museum June 2012 - August 2012
Atlantic Weatherization May 2009 - August 2012
Education
Northeastern University, D'Amore-McKim School of Business 2011 — 2016
BS, Business Administration, Finance and Management, Junior
American College of Thessaloniki 2011 — 2011
Study Abroad in Thessaloniki, Greece
St. John's Preparatory School 2007 — 2011
High School Diploma
BNY Mellon Asset Management Operations July 2014 - December 2014
Putnam Investments July 2013 - December 2013
Peabody Essex Museum June 2012 - August 2012
Atlantic Weatherization May 2009 - August 2012
Education
Northeastern University, D'Amore-McKim School of Business 2011 — 2016
BS, Business Administration, Finance and Management, Junior
American College of Thessaloniki 2011 — 2011
Study Abroad in Thessaloniki, Greece
St. John's Preparatory School 2007 — 2011
High School Diploma
Kerin Tardif's Putnam Investments Experience August 2003 - January 2005
Job 5th Grade Teacher at Amesbury Public Schools
Industry Primary/Secondary Education
Experience
Amesbury Public Schools August 2013 - Present
Lawrence Public Schools August 2008 - August 2013
Timberlane Regional Schools August 2007 - June 2008
Triton Regional School District September 2006 - June 2007
Putnam Investments August 2003 - January 2005
Investor's Bank and Trust August 2002 - May 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Mimio, Smartboard, Windows, Adobe Acrobat, Elementary Education, Mathematics Education
Education
Salem State College 2005 — 2007
Master of Education (M.Ed.), Elementary Education
Assumption College 1998 — 2002
Bachelor of Arts (B.A.), Business Communications
Amesbury Public Schools August 2013 - Present
Lawrence Public Schools August 2008 - August 2013
Timberlane Regional Schools August 2007 - June 2008
Triton Regional School District September 2006 - June 2007
Putnam Investments August 2003 - January 2005
Investor's Bank and Trust August 2002 - May 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Mimio, Smartboard, Windows, Adobe Acrobat, Elementary Education, Mathematics Education
Education
Salem State College 2005 — 2007
Master of Education (M.Ed.), Elementary Education
Assumption College 1998 — 2002
Bachelor of Arts (B.A.), Business Communications
Naveena Natarajan's Putnam Investments Experience October 2010 - April 2011
Job Asst. Vice President, Sr. ETL Developer at Bank of the West
Industry Information Technology and Services
Experience
Bank of the West August 2013 - Present
Kaiser Permanente January 2012 - August 2013
Tufts Health Plan April 2011 - January 2012
Putnam Investments October 2010 - April 2011
The Hanover Insurance Group November 2009 - October 2010
Staples October 2008 - November 2009
Wipro Technologies September 2005 - October 2008
Skills
Data Warehousing, ETL, PL/SQL, Unix Shell Scripting, Database Design, SQL Tuning, Performance Tuning, Autosys, Informatica, Business Analysis, Stored Procedures, Databases, DB2, Data Modeling
Education
Anna University 2001 — 2005
Bachelor's degree, Electrical, Electronics and Communications Engineering, First Class with distinction
Amrita Institute Of Technology Science
Bank of the West August 2013 - Present
Kaiser Permanente January 2012 - August 2013
Tufts Health Plan April 2011 - January 2012
Putnam Investments October 2010 - April 2011
The Hanover Insurance Group November 2009 - October 2010
Staples October 2008 - November 2009
Wipro Technologies September 2005 - October 2008
Skills
Data Warehousing, ETL, PL/SQL, Unix Shell Scripting, Database Design, SQL Tuning, Performance Tuning, Autosys, Informatica, Business Analysis, Stored Procedures, Databases, DB2, Data Modeling
Education
Anna University 2001 — 2005
Bachelor's degree, Electrical, Electronics and Communications Engineering, First Class with distinction
Amrita Institute Of Technology Science
ramona nunez's Putnam Investments Experience January 1997 - Present
Job Senior Mutual Fund Operator at Putnam Investments
Industry Individual & Family Services
Experience
Putnam Investments January 1997 - Present
Behtel Child Care Services 2009 - 2011
Child Care Circuit January 2006 - February 2009
Skills
Microsoft Office, Public Speaking, Customer Service, Nonprofits, Community Outreach, Microsoft Excel, Microsoft Word, Event Planning, Social Services, Research
Education
Urban College of Boston 2007 — 2007
Special Needs & Grow & Development
Hartford Community College 1989 — 1990
Leberal Arts
Putnam Investments January 1997 - Present
Behtel Child Care Services 2009 - 2011
Child Care Circuit January 2006 - February 2009
Skills
Microsoft Office, Public Speaking, Customer Service, Nonprofits, Community Outreach, Microsoft Excel, Microsoft Word, Event Planning, Social Services, Research
Education
Urban College of Boston 2007 — 2007
Special Needs & Grow & Development
Hartford Community College 1989 — 1990
Leberal Arts
Tera Baddeley's Putnam Investments Experience January 1996 - July 2006
Job Patient Specialist at Sebasticook Family Doctors
Industry Medical Practice
Experience
Sebasticook Family Doctors February 2009 - Present
Sunbury Corinth December 2007 - February 2009
St Josephs Hospital April 2007 - December 2007
Putnam Investments January 1996 - July 2006
Education
Franklin High School
Northeast Technical Institute
Sebasticook Family Doctors February 2009 - Present
Sunbury Corinth December 2007 - February 2009
St Josephs Hospital April 2007 - December 2007
Putnam Investments January 1996 - July 2006
Education
Franklin High School
Northeast Technical Institute