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
Elisa Gould-Lucht Elisa Gould-Lucht's Putnam Investments Experience December 2012 - October 2013
Job Account Manager at Ferebee Lane + Co.
Industry Marketing and Advertising
Experience
Ferebee Lane + Co. May 2014 - Present
Techtronic Industries March 2014 - Present
Techtronic Industries December 2013 - Present
Aunt Fannie's FlyPunch! January 2014 - February 2014
Putnam Investments December 2012 - October 2013
Putnam Investments April 2011 - November 2012
Putnam Investments September 2010 - March 2011
UBS March 2010 - May 2010
John Carroll University Rowing May 2007 - May 2010
Skills
Account Management, Social Media Marketing, Territory Management, Multi-channel Campaign..., Event Management, Salesforce.com, LinkedIn, Sales Presentations, Fundraising, Advertising, Solution Selling, HTML
Education
John Carroll University 2006 — 2010
Bachelor of Arts (BA), Double Major: Economics & Political Science, Minor: German
Universitat Salzburg 2008 — 2008
German
Hempfield High School 2002 — 2006
Clemson University
Clemson University
Clemson University
Ferebee Lane + Co. May 2014 - Present
Techtronic Industries March 2014 - Present
Techtronic Industries December 2013 - Present
Aunt Fannie's FlyPunch! January 2014 - February 2014
Putnam Investments December 2012 - October 2013
Putnam Investments April 2011 - November 2012
Putnam Investments September 2010 - March 2011
UBS March 2010 - May 2010
John Carroll University Rowing May 2007 - May 2010
Skills
Account Management, Social Media Marketing, Territory Management, Multi-channel Campaign..., Event Management, Salesforce.com, LinkedIn, Sales Presentations, Fundraising, Advertising, Solution Selling, HTML
Education
John Carroll University 2006 — 2010
Bachelor of Arts (BA), Double Major: Economics & Political Science, Minor: German
Universitat Salzburg 2008 — 2008
German
Hempfield High School 2002 — 2006
Clemson University
Clemson University
Clemson University
Chris Swaffar Chris Swaffar's Putnam Investments Experience March 2006 - May 2009
Job Graphic Designer, Presentation Designer, Project Manager seeking work
Industry Graphic Design
Experience
Freelance Designer September 2012 - Present
Freelance designer 2000 - Present
The Yacobian Group March 2011 - September 2012
State Street February 2010 - August 2010
Putnam Investments March 2006 - May 2009
Cramer April 2005 - February 2006
Bain & Company May 2004 - February 2005
State Street Global Advisors April 1998 - September 2000
Skills
Graphic Design, Adobe Creative Suite, Presentation Design, Photoshop, Illustrator, Typography, Multimedia, Creative Direction, Advertising, Adobe Acrobat, Creative Services, QuarkXPress, Social Media Marketing, Mac, InDesign, Photography, Art Direction, Keynote, Brochures, Graphics, Layout, Editing
Education
Colby College 1986 — 1990
BA, liberal arts
Freelance Designer September 2012 - Present
Freelance designer 2000 - Present
The Yacobian Group March 2011 - September 2012
State Street February 2010 - August 2010
Putnam Investments March 2006 - May 2009
Cramer April 2005 - February 2006
Bain & Company May 2004 - February 2005
State Street Global Advisors April 1998 - September 2000
Skills
Graphic Design, Adobe Creative Suite, Presentation Design, Photoshop, Illustrator, Typography, Multimedia, Creative Direction, Advertising, Adobe Acrobat, Creative Services, QuarkXPress, Social Media Marketing, Mac, InDesign, Photography, Art Direction, Keynote, Brochures, Graphics, Layout, Editing
Education
Colby College 1986 — 1990
BA, liberal arts
Sarah Shipway's Putnam Investments Experience 1992 - 1996
Job Operations Manager at Hansen Financial MV
Industry Financial Services
Experience
Hansen Financial MV September 2012 - Present
Martha's Vineyard Savings Bank July 2010 - July 2012
Martha's Vineyard Savings Bank June 2008 - July 2010
Martha's Vineyard Savings Bank September 2000 - May 2008
Martha's Vineyard Savings Bank September 1996 - September 2000
Putnam Investments 1992 - 1996
Skills
Mutual Funds, Securities, Wealth Management, Portfolio Management, Equities, Fixed Income, Asset Managment
Education
Clark University 1988 — 1992
BA, International Relations & Spanish Language & Literature
Hansen Financial MV September 2012 - Present
Martha's Vineyard Savings Bank July 2010 - July 2012
Martha's Vineyard Savings Bank June 2008 - July 2010
Martha's Vineyard Savings Bank September 2000 - May 2008
Martha's Vineyard Savings Bank September 1996 - September 2000
Putnam Investments 1992 - 1996
Skills
Mutual Funds, Securities, Wealth Management, Portfolio Management, Equities, Fixed Income, Asset Managment
Education
Clark University 1988 — 1992
BA, International Relations & Spanish Language & Literature
Ciji Jones's Putnam Investments Experience August 2000 - July 2002
Job Vice President, Corporate Recruiter at Bank of America
Industry Banking
Experience
Bank of America January 2004 - Present
Bank of America April 2004 - March 2010
Fleet Bank January 2004 - April 2004
Fleet Bank November 2002 - January 2004
Putnam Investments August 2000 - July 2002
Skills
Onboarding, Talent Acquisition, Recruiting, Talent Management, College Recruiting, Human Resources, Employee Relations, Internet Recruiting, Sourcing, HRIS, Interviews, Taleo, PeopleSoft, New Hire Orientations, Management, Temporary Placement
Education
Clark University 1992 — 1996
Bachelor of Arts in Liberal Arts, Psychology
Bank of America January 2004 - Present
Bank of America April 2004 - March 2010
Fleet Bank January 2004 - April 2004
Fleet Bank November 2002 - January 2004
Putnam Investments August 2000 - July 2002
Skills
Onboarding, Talent Acquisition, Recruiting, Talent Management, College Recruiting, Human Resources, Employee Relations, Internet Recruiting, Sourcing, HRIS, Interviews, Taleo, PeopleSoft, New Hire Orientations, Management, Temporary Placement
Education
Clark University 1992 — 1996
Bachelor of Arts in Liberal Arts, Psychology
Virag Patel Virag Patel's Putnam Investments Experience May 2000 - June 2002
Job
Industry Packaging and Containers
Experience
Arion Partners, LLC March 2014 - Present
Coveris High Performance Packaging May 2013 - March 2014
Exopack (Sun Capital Portfolio Company) October 2002 - April 2013
Putnam Investments May 2000 - June 2002
BMW Mfg- USA April 1999 - May 2000
Skills
Manufacturing, Process Improvement, Strategic Planning, Operations Management, Supply Chain, Global Business..., International Trade, Joint Ventures, Mergers and Acquisitions, Strategic Sourcing, Analysis, Business Development, Due Diligence, International Business, Management, Marketing, Mergers, Mergers & Acquisitions, Negotiation, New Business Development, Pricing, Purchasing, Strategy, Supply Chain Management, Entrepreneurship, Leadership, Procurement, mergers and acquisitions
Education
Thunderbird School of Global Management 2006 — 2008
Master of Business Administration (M.B.A.), International Business
Clemson University - College of Business and Behavioral Science 1996 — 2000
Bachelor of Science (B.S.), Financial Management
Arion Partners, LLC March 2014 - Present
Coveris High Performance Packaging May 2013 - March 2014
Exopack (Sun Capital Portfolio Company) October 2002 - April 2013
Putnam Investments May 2000 - June 2002
BMW Mfg- USA April 1999 - May 2000
Skills
Manufacturing, Process Improvement, Strategic Planning, Operations Management, Supply Chain, Global Business..., International Trade, Joint Ventures, Mergers and Acquisitions, Strategic Sourcing, Analysis, Business Development, Due Diligence, International Business, Management, Marketing, Mergers, Mergers & Acquisitions, Negotiation, New Business Development, Pricing, Purchasing, Strategy, Supply Chain Management, Entrepreneurship, Leadership, Procurement, mergers and acquisitions
Education
Thunderbird School of Global Management 2006 — 2008
Master of Business Administration (M.B.A.), International Business
Clemson University - College of Business and Behavioral Science 1996 — 2000
Bachelor of Science (B.S.), Financial Management
Oluwatoyin Awoderu-Ayeni Oluwatoyin Awoderu-Ayeni's Putnam Investments Experience 2001 - 2003
Job Associate Director, Immigration Services at Central Connecticut State University
Industry Higher Education
Experience
Central Connecticut State University 2004 - Present
Putnam Investments 2001 - 2003
Skills
Immigration Law, Immigration Issues, International Relations, Enrollment Management, Higher Education, Campus, Adjustment Of Status, Legal Advice, Academic Advising, Student Development, Higher Education..., Faculty Development, Public Speaking, Student Leadership, Management, Project Management, Project Planning, Business Strategy, Leadership Development, Strategic Planning, Customer Service, Nonprofits, Student Affairs, Microsoft Office, Leadership, Change Management, Business Planning
Education
Central Connecticut State University 2004 — 2006
International MBA
University of Lagos
Master of Science, Microbiology
Ogun State University
Bachelor of Science, Microbiology
Federal Government Girls College, Sagamu
Central Connecticut State University 2004 - Present
Putnam Investments 2001 - 2003
Skills
Immigration Law, Immigration Issues, International Relations, Enrollment Management, Higher Education, Campus, Adjustment Of Status, Legal Advice, Academic Advising, Student Development, Higher Education..., Faculty Development, Public Speaking, Student Leadership, Management, Project Management, Project Planning, Business Strategy, Leadership Development, Strategic Planning, Customer Service, Nonprofits, Student Affairs, Microsoft Office, Leadership, Change Management, Business Planning
Education
Central Connecticut State University 2004 — 2006
International MBA
University of Lagos
Master of Science, Microbiology
Ogun State University
Bachelor of Science, Microbiology
Federal Government Girls College, Sagamu
Dulany Dent Dulany Dent's Putnam Investments Experience July 1997 - May 1999
Job President, The Nanny Network, LLC
Industry Staffing and Recruiting
Experience
The Nanny Network, LLC July 2006 - Present
Camden Partners July 2003 - June 2006
Brandywine Global Investment Management, LLC 2002 - 2002
Putnam Investments July 1997 - May 1999
Skills
Valuation, Customer Service, Childcare, Strategic Planning, Due Diligence, Private Equity, Corporate Development, Small Business, Venture Capital, Mergers, Start-ups, Mergers & Acquisitions, Strategy, Nannies, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
Colgate University 1993 — 1997
Bachelor's Degree, Economics
Tatnall School 1981 — 1993
The Nanny Network, LLC July 2006 - Present
Camden Partners July 2003 - June 2006
Brandywine Global Investment Management, LLC 2002 - 2002
Putnam Investments July 1997 - May 1999
Skills
Valuation, Customer Service, Childcare, Strategic Planning, Due Diligence, Private Equity, Corporate Development, Small Business, Venture Capital, Mergers, Start-ups, Mergers & Acquisitions, Strategy, Nannies, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
Colgate University 1993 — 1997
Bachelor's Degree, Economics
Tatnall School 1981 — 1993
Epifanio Vargas Epifanio Vargas's Putnam Investments Experience November 1997 - August 1999
Job Client Relations Advisor at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services October 2005 - Present
Natixis Global Asset Management August 1999 - October 2005
Putnam Investments November 1997 - August 1999
Skills
Analysis, Financial Services, NSCC, FundSERV, Mutual Funds, Call Centers, Project Management, Key Client Relationships, Risk Management, AML, Microsoft Office, Qualified Retirement..., Finance, Investments, Customer Service, Process Improvement, Relationship Management, Securities
Education
City University of New York City College
Bachelor of Arts (BA), Sociology
Boston Financial Data Services October 2005 - Present
Natixis Global Asset Management August 1999 - October 2005
Putnam Investments November 1997 - August 1999
Skills
Analysis, Financial Services, NSCC, FundSERV, Mutual Funds, Call Centers, Project Management, Key Client Relationships, Risk Management, AML, Microsoft Office, Qualified Retirement..., Finance, Investments, Customer Service, Process Improvement, Relationship Management, Securities
Education
City University of New York City College
Bachelor of Arts (BA), Sociology
Bonnie Ireland Bonnie Ireland's Putnam Investments Experience 1994 - 2003
Job Financial Planner at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2006 - Present
MetLife Securities, Inc. March 2004 - March 2006
Citizens Investment Services June 2003 - March 2004
Putnam Investments 1994 - 2003
Skills
Series 24, Series 6, Series 7, Series 63, Series 65, Life & Health Insurance..., Alternative Investments, Equities, Investment Advisory, IRAs, 401k, Fixed Annuities, Variable Annuities, Long Term Care Insurance, Medicare Supplement..., Asset Allocation, Finance, Separately Managed..., Registered Investment..., 401k Rollovers
Education
College for Financial Planning 2012 — 2013
Endicott College
LPL Financial March 2006 - Present
MetLife Securities, Inc. March 2004 - March 2006
Citizens Investment Services June 2003 - March 2004
Putnam Investments 1994 - 2003
Skills
Series 24, Series 6, Series 7, Series 63, Series 65, Life & Health Insurance..., Alternative Investments, Equities, Investment Advisory, IRAs, 401k, Fixed Annuities, Variable Annuities, Long Term Care Insurance, Medicare Supplement..., Asset Allocation, Finance, Separately Managed..., Registered Investment..., 401k Rollovers
Education
College for Financial Planning 2012 — 2013
Endicott College
Bill Kenney Bill Kenney's Putnam Investments Experience 2004 - 2006
Job Sales Manager at Meridian Group International
Industry Financial Services
Experience
Meridian Group International, Inc. August 2013 - Present
GenomeQuest Inc. April 2009 - August 2013
GE July 2006 - February 2009
Putnam Investments 2004 - 2006
Berkshire Life Insurance 2003 - 2004
Skills
New Business Development, Sales, Salesforce.com, Product Management, Business Development, Strategic Planning, Customer Satisfaction, Genomics, Biotechnology, Lead Generation, Direct Sales, Medical Devices, Competitive Analysis, SaaS, Strategic Partnerships, Commercial Leasing, Start-ups, Finance, Management, Solution Selling
Education
College of the Holy Cross 1999 — 2003
Bachelor of Arts (BA), Psychology/Philsophy
Meridian Group International, Inc. August 2013 - Present
GenomeQuest Inc. April 2009 - August 2013
GE July 2006 - February 2009
Putnam Investments 2004 - 2006
Berkshire Life Insurance 2003 - 2004
Skills
New Business Development, Sales, Salesforce.com, Product Management, Business Development, Strategic Planning, Customer Satisfaction, Genomics, Biotechnology, Lead Generation, Direct Sales, Medical Devices, Competitive Analysis, SaaS, Strategic Partnerships, Commercial Leasing, Start-ups, Finance, Management, Solution Selling
Education
College of the Holy Cross 1999 — 2003
Bachelor of Arts (BA), Psychology/Philsophy
Brian Nelson Brian Nelson's Putnam Investments Experience October 2001 - November 2005
Job Senior Vice President, Aquisition and Recruiting Strategy, AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group April 2015 - Present
National Financial, A Fidelity Investments Company August 2011 - April 2015
Quantuvis Consulting September 2010 - December 2010
Pioneer Investments March 2007 - May 2010
WACHOVIA SECURITIES November 2005 - March 2007
Putnam Investments October 2001 - November 2005
Putnam Investments April 1998 - September 2001
Skills
Relationship Management, Business Development, Project Management, Selling Skills, Corporate Communications, Distribution Strategies, Practice Management, Series 7, Mutual Funds, Series 63, Wealth Management, Alternative Investments, 401k, Investments, Leadership, Separately Managed...
Education
Castleton State College 1990 — 1994
Bachelor of Science, Corporate Communications
AIG Advisor Group April 2015 - Present
National Financial, A Fidelity Investments Company August 2011 - April 2015
Quantuvis Consulting September 2010 - December 2010
Pioneer Investments March 2007 - May 2010
WACHOVIA SECURITIES November 2005 - March 2007
Putnam Investments October 2001 - November 2005
Putnam Investments April 1998 - September 2001
Skills
Relationship Management, Business Development, Project Management, Selling Skills, Corporate Communications, Distribution Strategies, Practice Management, Series 7, Mutual Funds, Series 63, Wealth Management, Alternative Investments, 401k, Investments, Leadership, Separately Managed...
Education
Castleton State College 1990 — 1994
Bachelor of Science, Corporate Communications
Abbott Stark's Putnam Investments Experience October 2000 - June 2004
Job Business Development at Autumn Harp
Industry Cosmetics
Experience
Autumn Harp April 2006 - Present
Legal Services Law Line of Vermont September 2005 - April 2006
Putnam Investments October 2000 - June 2004
Skills
Cosmetics, Consumer Products, Personal Care, Beauty Industry, Brand Management, Marketing Strategy, Product Innovation, Skin Care, FMCG, Product Development, Fragrance, Product Marketing, Marketing, Ingredients, Cross-functional Team..., Formulation, Brand Development, Sales, Market Planning, Regulatory Affairs, Luxury Goods, Merchandising, Retail, Raw Materials, Packaging, R&D, International Business, Market Analysis, Global Marketing, International Marketing, Customer Insight
Education
Champlain College
Bachelors of Science, Accounting
Otter Valley Union High School
Autumn Harp April 2006 - Present
Legal Services Law Line of Vermont September 2005 - April 2006
Putnam Investments October 2000 - June 2004
Skills
Cosmetics, Consumer Products, Personal Care, Beauty Industry, Brand Management, Marketing Strategy, Product Innovation, Skin Care, FMCG, Product Development, Fragrance, Product Marketing, Marketing, Ingredients, Cross-functional Team..., Formulation, Brand Development, Sales, Market Planning, Regulatory Affairs, Luxury Goods, Merchandising, Retail, Raw Materials, Packaging, R&D, International Business, Market Analysis, Global Marketing, International Marketing, Customer Insight
Education
Champlain College
Bachelors of Science, Accounting
Otter Valley Union High School
Peter Mailloux Peter Mailloux's Putnam Investments Experience September 2006 - July 2007
Job Senior Designer & Production Manager at Vermont Vows & WellWed Magazines
Industry Graphic Design
Experience
Vermont Vows & WellWed Magazines November 2009 - Present
Vermont Vows & WellWed Magazines July 2009 - November 2009
R & K Woodworking October 2007 - July 2009
Putnam Investments September 2006 - July 2007
Harp and Company Graphic Design January 2006 - May 2006
Skills
Adobe Creative Suite, Photography, Logo Design, Social Media Marketing, InDesign, Photoshop, Typography, Graphic Design, Layout, Mac, Illustrator, QuarkXPress, Creative Direction
Education
Colby Sawyer College 2002 — 2006
Bachelor of Fine Arts (BFA), Graphic Design
Vergennes Union Highschool
Vermont Vows & WellWed Magazines November 2009 - Present
Vermont Vows & WellWed Magazines July 2009 - November 2009
R & K Woodworking October 2007 - July 2009
Putnam Investments September 2006 - July 2007
Harp and Company Graphic Design January 2006 - May 2006
Skills
Adobe Creative Suite, Photography, Logo Design, Social Media Marketing, InDesign, Photoshop, Typography, Graphic Design, Layout, Mac, Illustrator, QuarkXPress, Creative Direction
Education
Colby Sawyer College 2002 — 2006
Bachelor of Fine Arts (BFA), Graphic Design
Vergennes Union Highschool
Tristan Lush Tristan Lush's Putnam Investments Experience September 2005 - October 2006
Job Real Estate Professional at Signature Properties
Industry Real Estate
Experience
Signature Properties November 2011 - Present
National Corporate Housing April 2010 - March 2011
Cameron Office Products (Konica Minolta and Xerox) February 2008 - April 2010
DeLuca's Training October 2006 - July 2008
Putnam Investments September 2005 - October 2006
Skills
Real Estate, Cold Calling, Marketing, Sales, Customer Service, Salesforce.com, Social Networking, Business Relationship..., Selling, Relocation, Leases, Business Strategy, Ice Hockey, Negotiation, Golf, Cold Calling Experience, Customer Satisfaction, Ski, Account Management, Social Media, Contract Negotiation, New Business Development, Rentals, Guitarist, Softball, Property Management, Corporate Relocation, CRM, Coaching, Sales Presentations, Sales Process, Business Development, Sales Management, Apartments, Lead Generation, Investors, Team Leadership, Brand Awareness, Drinking, Sales Operations, Direct Sales, B2B, Sports, Success Driven, Business News, Event Planning, Short Sales, Foreclosures, Distressed Property
Education
Clarkson University 2000 — 2004
Bachelor of Science, Business Management
Belmont Hill School 1994 — 2000
Signature Properties November 2011 - Present
National Corporate Housing April 2010 - March 2011
Cameron Office Products (Konica Minolta and Xerox) February 2008 - April 2010
DeLuca's Training October 2006 - July 2008
Putnam Investments September 2005 - October 2006
Skills
Real Estate, Cold Calling, Marketing, Sales, Customer Service, Salesforce.com, Social Networking, Business Relationship..., Selling, Relocation, Leases, Business Strategy, Ice Hockey, Negotiation, Golf, Cold Calling Experience, Customer Satisfaction, Ski, Account Management, Social Media, Contract Negotiation, New Business Development, Rentals, Guitarist, Softball, Property Management, Corporate Relocation, CRM, Coaching, Sales Presentations, Sales Process, Business Development, Sales Management, Apartments, Lead Generation, Investors, Team Leadership, Brand Awareness, Drinking, Sales Operations, Direct Sales, B2B, Sports, Success Driven, Business News, Event Planning, Short Sales, Foreclosures, Distressed Property
Education
Clarkson University 2000 — 2004
Bachelor of Science, Business Management
Belmont Hill School 1994 — 2000
Leah CoCo Leah CoCo's Putnam Investments Experience April 1996 - September 2002
Job Interim Manager Service at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments January 2015 - September 2015
Fidelity Investments August 2013 - January 2015
Ameriprise Financial April 2007 - August 2013
Northwestern Mutual Financial Network September 2004 - April 2007
Putnam Investments April 1996 - September 2002
First Federal Savings Bank of Boston/Family Bank February 1992 - April 1996
Education
College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor
Southern New Hampshire University
BA, Business Administration
Fidelity Investments September 2015 - Present
Fidelity Investments January 2015 - September 2015
Fidelity Investments August 2013 - January 2015
Ameriprise Financial April 2007 - August 2013
Northwestern Mutual Financial Network September 2004 - April 2007
Putnam Investments April 1996 - September 2002
First Federal Savings Bank of Boston/Family Bank February 1992 - April 1996
Education
College for Financial Planning
CRPC®, Chartered Retirement Planning Counselor
Southern New Hampshire University
BA, Business Administration
Devika Mukherjee PMP, PgMP's Putnam Investments Experience 2001 - 2002
Job Founder and President , mobileSPA (Wall Street Journal feature link: http://mobilespa.com/media.asp)
Industry Internet
Experience
mobileSPA, LLC (www.mobilespa.com) January 2003 - Present
Globalbizsuite August 2010 - Present
State Street Global Advisors 2007 - 2009
Sovereign Bank 2006 - 2007
Investors Bank & Trust 2006 - 2007
Staples 2003 - 2006
Putnam Investments 2001 - 2002
JP Morgan Chase 2001 - 2002
Gateway 2000 - 2001
John Hancock Financial Services 2000 - 2000
Skills
Social Media Marketing, Marketing Strategy, Event Management, Social Media, Project Management, Event Planning, Marketing Communications, Marketing, Business Analysis, Public Relations, Vendor Management, Business Development, Integrated Marketing, Entrepreneurship, Digital Marketing, Online Advertising, E-commerce, Management
Education
ACS
Clark University
BS in Computer Science and Mathematics
Preston University
Executive MBA
Project Management Institute
PMP / PgMP
mobileSPA, LLC (www.mobilespa.com) January 2003 - Present
Globalbizsuite August 2010 - Present
State Street Global Advisors 2007 - 2009
Sovereign Bank 2006 - 2007
Investors Bank & Trust 2006 - 2007
Staples 2003 - 2006
Putnam Investments 2001 - 2002
JP Morgan Chase 2001 - 2002
Gateway 2000 - 2001
John Hancock Financial Services 2000 - 2000
Skills
Social Media Marketing, Marketing Strategy, Event Management, Social Media, Project Management, Event Planning, Marketing Communications, Marketing, Business Analysis, Public Relations, Vendor Management, Business Development, Integrated Marketing, Entrepreneurship, Digital Marketing, Online Advertising, E-commerce, Management
Education
ACS
Clark University
BS in Computer Science and Mathematics
Preston University
Executive MBA
Project Management Institute
PMP / PgMP
Don Gentile Don Gentile's Putnam Investments Experience July 2009 - Present
Job Investment Consultant, RIA Advisory Group at Putnam Investments,
Industry Financial Services
Experience
Putnam Investments July 2009 - Present
Putnam Investments July 2007 - July 2009
Putnam Investments July 2006 - July 2007
Putnam Investments January 2005 - July 2006
Putnam Investments January 2004 - January 2005
Putnam Investments November 2001 - January 2004
Skills
Sales, Asset Allocation, Mutual Funds, RIAs, Wealth Management, Money Management, Social Media, Retirement Planning, Investments, Investment Management, Capital Markets, Sales Presentations, Personal Tax Planning, Estate Tax Planning
Education
College of the Holy Cross 1997 — 2001
Bachelor of Arts (BA), Economics/English
St. John's Preparatory High School 1993 — 1997
Putnam Investments July 2009 - Present
Putnam Investments July 2007 - July 2009
Putnam Investments July 2006 - July 2007
Putnam Investments January 2005 - July 2006
Putnam Investments January 2004 - January 2005
Putnam Investments November 2001 - January 2004
Skills
Sales, Asset Allocation, Mutual Funds, RIAs, Wealth Management, Money Management, Social Media, Retirement Planning, Investments, Investment Management, Capital Markets, Sales Presentations, Personal Tax Planning, Estate Tax Planning
Education
College of the Holy Cross 1997 — 2001
Bachelor of Arts (BA), Economics/English
St. John's Preparatory High School 1993 — 1997
James S. Lelko, Jr.'s Putnam Investments Experience 1988 - 1993
Job Partner at PricewaterhouseCoopers LLP
Industry Investment Management
Experience
PricewaterhouseCoopers September 2000 - Present
Deloitte & Touche LLP 1996 - 2000
Signature Financial Group, Inc. February 1993 - February 1996
Putnam Investments 1988 - 1993
Education
Cleveland State University 1983 — 1988
BBA, Finance
D'Amore-McKim School of Business at Northeastern University
MST, Taxation
Harvard University
Mathematics
St. Edward High School, Lakewood, Ohio
PricewaterhouseCoopers September 2000 - Present
Deloitte & Touche LLP 1996 - 2000
Signature Financial Group, Inc. February 1993 - February 1996
Putnam Investments 1988 - 1993
Education
Cleveland State University 1983 — 1988
BBA, Finance
D'Amore-McKim School of Business at Northeastern University
MST, Taxation
Harvard University
Mathematics
St. Edward High School, Lakewood, Ohio
Bryce Wallace Bryce Wallace's Putnam Investments Experience September 2001 - May 2004
Job Budget Analyst at Smith College
Industry Higher Education
Experience
Smith College March 2010 - Present
Prudential Financial January 2009 - June 2010
Public Consulting Group / HMS January 2007 - November 2008
Public Consulting Group / HMS June 2004 - December 2006
Putnam Investments September 2001 - May 2004
Skills
Non-profits, Higher Education, Budget Management, Budgeting, Program Development, Financial Reporting, Financial Analysis, Investments, Access, Data Analysis, Strategic Planning, Budgets, Project Management
Education
Clark University 2005 — 2007
M.B.A., Graduate School of Management
University of New Hampshire 1996 — 2000
BS, HMGT
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
B.S., HMGT
Smith College March 2010 - Present
Prudential Financial January 2009 - June 2010
Public Consulting Group / HMS January 2007 - November 2008
Public Consulting Group / HMS June 2004 - December 2006
Putnam Investments September 2001 - May 2004
Skills
Non-profits, Higher Education, Budget Management, Budgeting, Program Development, Financial Reporting, Financial Analysis, Investments, Access, Data Analysis, Strategic Planning, Budgets, Project Management
Education
Clark University 2005 — 2007
M.B.A., Graduate School of Management
University of New Hampshire 1996 — 2000
BS, HMGT
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
B.S., HMGT
Samantha Hussey Samantha Hussey's Putnam Investments Experience July 2015 - Present
Job Social Media Marketing Intern at Putnam Investments
Industry Marketing and Advertising
Experience
Putnam Investments July 2015 - Present
Natixis Global Asset Management May 2014 - August 2014
Lenox Hotel, Back Bay June 2013 - August 2013
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Marketing Communications, Marketing, Social Media Marketing, Social Media, Time Management, Research, PowerPoint, English, Outlook, Editing, Negotiation, Organization, Teamwork, Social Networking, Marketing Strategy, Analysis, Data Analysis, Corporate Communications, Internal Communications
Education
Northeastern University 2014 — 2016
Clemson University - College of Business and Behavioral Science 2012 — 2014
Putnam Investments July 2015 - Present
Natixis Global Asset Management May 2014 - August 2014
Lenox Hotel, Back Bay June 2013 - August 2013
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Marketing Communications, Marketing, Social Media Marketing, Social Media, Time Management, Research, PowerPoint, English, Outlook, Editing, Negotiation, Organization, Teamwork, Social Networking, Marketing Strategy, Analysis, Data Analysis, Corporate Communications, Internal Communications
Education
Northeastern University 2014 — 2016
Clemson University - College of Business and Behavioral Science 2012 — 2014
Kyle Toulouse's Putnam Investments Experience September 2014 - Present
Job Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments September 2014 - Present
Putnam Investments February 2014 - August 2014
Skills
Sales, Microsoft Office, Teamwork, Microsoft Excel, Football, Customer Service, Coaching, Human Resources
Education
College of the Holy Cross 2009 — 2014
Yorktown High School 2005 — 2009
Putnam Investments September 2014 - Present
Putnam Investments February 2014 - August 2014
Skills
Sales, Microsoft Office, Teamwork, Microsoft Excel, Football, Customer Service, Coaching, Human Resources
Education
College of the Holy Cross 2009 — 2014
Yorktown High School 2005 — 2009
Kris Tasker's Putnam Investments Experience June 2003 - October 2004
Job Compliance Manager II
Industry Financial Services
Experience
Wells Fargo Funds Management May 2015 - Present
Citizens Bank June 2013 - March 2015
Citizens Bank May 2008 - June 2013
Evergreen Investments October 2005 - May 2008
Investors Bank and Trust March 2005 - October 2005
Investors Bank and Trust October 2004 - March 2005
Putnam Investments June 2003 - October 2004
Putnam Investments January 2002 - June 2003
Putnam Investments April 2000 - January 2002
Putnam Investments May 1998 - April 2000
Skills
AML, Banking, Financial Risk, Finance, Portfolio Management, Due Diligence, Investments, Auditing, Internal Audit, Mutual Funds, Vendor Management, Corporate Finance, Risk Assessment, Operational Risk
Education
College of the Holy Cross 1991 — 1996
B.A., History
Medway High School 1987 — 1991
Wells Fargo Funds Management May 2015 - Present
Citizens Bank June 2013 - March 2015
Citizens Bank May 2008 - June 2013
Evergreen Investments October 2005 - May 2008
Investors Bank and Trust March 2005 - October 2005
Investors Bank and Trust October 2004 - March 2005
Putnam Investments June 2003 - October 2004
Putnam Investments January 2002 - June 2003
Putnam Investments April 2000 - January 2002
Putnam Investments May 1998 - April 2000
Skills
AML, Banking, Financial Risk, Finance, Portfolio Management, Due Diligence, Investments, Auditing, Internal Audit, Mutual Funds, Vendor Management, Corporate Finance, Risk Assessment, Operational Risk
Education
College of the Holy Cross 1991 — 1996
B.A., History
Medway High School 1987 — 1991
Kevin Connolly Kevin Connolly's Putnam Investments Experience June 2010 - May 2014
Job Investment Consultant at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management May 2014 - Present
Putnam Investments June 2010 - May 2014
Skills
Series 7, Series 6, Series 63, Salesforce.com, Mutual Funds, Fixed Income, Alternative Investments, Equities, Asset Allocation, Wealth Management
Education
College of the Holy Cross 2006 — 2010
B.A., History
Middlesex School 2002 — 2006
The Fenn School
Natixis Global Asset Management May 2014 - Present
Putnam Investments June 2010 - May 2014
Skills
Series 7, Series 6, Series 63, Salesforce.com, Mutual Funds, Fixed Income, Alternative Investments, Equities, Asset Allocation, Wealth Management
Education
College of the Holy Cross 2006 — 2010
B.A., History
Middlesex School 2002 — 2006
The Fenn School
Anne Coveney Anne Coveney's Putnam Investments Experience January 2006 - September 2009
Job Financial Services Marketing Professional
Industry Financial Services
Experience
T. Rowe Price April 2013 - Present
Fidelity Investments 2010 - 2012
Putnam Investments January 2006 - September 2009
Putnam Investments January 2001 - January 2006
Putnam Investments January 1999 - January 2001
Fidelity Personal Investing and Brokerage Group January 1997 - January 1999
Fidelity Investments Institutional Services Company, RIA Channel January 1995 - January 1997
Fidelity Investments January 1993 - January 1995
National Financial Services Company/Fidelity Investments January 1992 - January 1993
Investors Bank & Trust January 1990 - January 1992
Skills
Product Development, Market Research, Market Planning, Retirement, Thought Leadership..., Product Marketing, Public Relations, Marketing Strategy, Marketing, Business Strategy, Program Management, Financial Services, Management, Analysis, Asset Management, Asset Allocation
Education
College of the Holy Cross 1977 — 1981
B.A, Economics
T. Rowe Price April 2013 - Present
Fidelity Investments 2010 - 2012
Putnam Investments January 2006 - September 2009
Putnam Investments January 2001 - January 2006
Putnam Investments January 1999 - January 2001
Fidelity Personal Investing and Brokerage Group January 1997 - January 1999
Fidelity Investments Institutional Services Company, RIA Channel January 1995 - January 1997
Fidelity Investments January 1993 - January 1995
National Financial Services Company/Fidelity Investments January 1992 - January 1993
Investors Bank & Trust January 1990 - January 1992
Skills
Product Development, Market Research, Market Planning, Retirement, Thought Leadership..., Product Marketing, Public Relations, Marketing Strategy, Marketing, Business Strategy, Program Management, Financial Services, Management, Analysis, Asset Management, Asset Allocation
Education
College of the Holy Cross 1977 — 1981
B.A, Economics
Marty Ghiringhelli, CFP®, CLTC, MBA's Putnam Investments Experience October 2001 - May 2005
Job Financial Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner
Industry Financial Services
Experience
Ameriprise Financial December 2010 - Present
Ameriprise Financial March 2009 - November 2010
Ameriprise Financial November 2006 - March 2009
Guardian Investor Services January 2005 - November 2006
Putnam Investments October 2001 - May 2005
Education
College for Financial Planning 2008 — 2010
Suffolk University - Sawyer Business School 2002 — 2005
MBA, Finance
Isenberg School of Management, UMass Amherst 1997 — 2001
BBA, Finance, Economics
Ameriprise Financial December 2010 - Present
Ameriprise Financial March 2009 - November 2010
Ameriprise Financial November 2006 - March 2009
Guardian Investor Services January 2005 - November 2006
Putnam Investments October 2001 - May 2005
Education
College for Financial Planning 2008 — 2010
Suffolk University - Sawyer Business School 2002 — 2005
MBA, Finance
Isenberg School of Management, UMass Amherst 1997 — 2001
BBA, Finance, Economics
efi shabtai efi shabtai's Putnam Investments Experience July 2008 - April 2011
Job Analyst at Caravan Global Investments
Industry Investment Management
Experience
Caravan Global Investments August 2013 - Present
Everson Advisors April 2011 - July 2013
Putnam Investments July 2008 - April 2011
Putnam Investments May 2007 - August 2007
Skills
Special Situations, Hedge Funds, Investments, Bloomberg, Equity Research, Series 7, Equities, Financial Modeling, Valuation, Mutual Funds, Financial Analysis, Portfolio Management, Asset Management
Education
Claremont McKenna College 2004 — 2008
Bachelor of Arts (B.A.), Dual Economics & Government
Claremont McKenna College 2004 — 2008
Bachelor of Science (B.S.), Economics
Caravan Global Investments August 2013 - Present
Everson Advisors April 2011 - July 2013
Putnam Investments July 2008 - April 2011
Putnam Investments May 2007 - August 2007
Skills
Special Situations, Hedge Funds, Investments, Bloomberg, Equity Research, Series 7, Equities, Financial Modeling, Valuation, Mutual Funds, Financial Analysis, Portfolio Management, Asset Management
Education
Claremont McKenna College 2004 — 2008
Bachelor of Arts (B.A.), Dual Economics & Government
Claremont McKenna College 2004 — 2008
Bachelor of Science (B.S.), Economics
Brian J. Quinn, CEBS, CFA Brian J. Quinn, CEBS, CFA's Putnam Investments Experience 2002 - 2009
Job Director of Financial Services at Telamon Financial Group
Industry Financial Services
Experience
Centinel Financial Group, LLC 2010 - Present
Putnam Investments 2002 - 2009
Putnam Investments January 2000 - July 2002
Putnam Investments January 1999 - December 1999
Education
Colby College 1987 — 1991
King's College London, U. of London 1990 — 1990
Milton Academy 1983 — 1987
Diploma
Galvin Middle School
Centinel Financial Group, LLC 2010 - Present
Putnam Investments 2002 - 2009
Putnam Investments January 2000 - July 2002
Putnam Investments January 1999 - December 1999
Education
Colby College 1987 — 1991
King's College London, U. of London 1990 — 1990
Milton Academy 1983 — 1987
Diploma
Galvin Middle School
Niki Green's Putnam Investments Experience August 2012 - September 2014
Job Vice President Sales Pacific Northwest at Prudential Financial
Industry Financial Services
Experience
Prudential Financial September 2014 - Present
Putnam Investments August 2012 - September 2014
The Standard May 2010 - August 2012
Principal Financial Group February 1997 - May 2010
Bankers Trust August 1995 - February 1997
Principal Financial Group June 1990 - August 1995
Skills
401k, Defined Benefit, Retirement, Employee Benefits, 403 b, Pensions, Retirement Planning, Retirement Plan..., ESOP, Cash Balance, Mutual Funds, Investments, Series 63, Databases, Product Management, Qualified Retirement..., Management, Profit Sharing, Investment Advisory, Series 7, ERISA, Series 6, Wealth Management, Fixed Annuities, Series 24, Defined Contribution, 403b, Defined Benefit...
Education
Central College 1986 — 1990
B.A., Business Management/Communication
UCLA Extension - Interior Design courses
Prudential Financial September 2014 - Present
Putnam Investments August 2012 - September 2014
The Standard May 2010 - August 2012
Principal Financial Group February 1997 - May 2010
Bankers Trust August 1995 - February 1997
Principal Financial Group June 1990 - August 1995
Skills
401k, Defined Benefit, Retirement, Employee Benefits, 403 b, Pensions, Retirement Planning, Retirement Plan..., ESOP, Cash Balance, Mutual Funds, Investments, Series 63, Databases, Product Management, Qualified Retirement..., Management, Profit Sharing, Investment Advisory, Series 7, ERISA, Series 6, Wealth Management, Fixed Annuities, Series 24, Defined Contribution, 403b, Defined Benefit...
Education
Central College 1986 — 1990
B.A., Business Management/Communication
UCLA Extension - Interior Design courses
Sean O'Higgins Sean O'Higgins's Putnam Investments Experience September 2004 - September 2005
Job Associate Financial Advisor at Mirković Teal Group, Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
Mirković Teal Group, Ameriprise Private Wealth Advisory Practice December 2014 - Present
BullEx August 2013 - December 2014
CL King & Associates November 2011 - July 2013
AXA Advisors March 2010 - November 2011
American Portfolios April 2006 - March 2010
O'Higgins Asset Management October 2005 - August 2009
Putnam Investments September 2004 - September 2005
Putnam Investments September 2003 - September 2004
Skills
Series 7, Financial Planners, Fixed Income, Series 63, Financial Analysis, Management, Mutual Funds, Financial Modeling, Alternative Investments, Securities, Asset Management
Education
State University of New York at Albany 2010 — 2014
MBA, Finance
College of the Holy Cross 1999 — 2003
BA, Economics and Spanish
Portsmouth Abbey School 1995 — 1999
St. Gregory's School for Boys 1985 — 1995
Mirković Teal Group, Ameriprise Private Wealth Advisory Practice December 2014 - Present
BullEx August 2013 - December 2014
CL King & Associates November 2011 - July 2013
AXA Advisors March 2010 - November 2011
American Portfolios April 2006 - March 2010
O'Higgins Asset Management October 2005 - August 2009
Putnam Investments September 2004 - September 2005
Putnam Investments September 2003 - September 2004
Skills
Series 7, Financial Planners, Fixed Income, Series 63, Financial Analysis, Management, Mutual Funds, Financial Modeling, Alternative Investments, Securities, Asset Management
Education
State University of New York at Albany 2010 — 2014
MBA, Finance
College of the Holy Cross 1999 — 2003
BA, Economics and Spanish
Portsmouth Abbey School 1995 — 1999
St. Gregory's School for Boys 1985 — 1995
Monica Flaherty's Putnam Investments Experience January 2001 - December 2001
Job Salesforce.com Expert
Industry Computer Software
Experience
SalesForce.com August 2015 - Present
Make Tech Better Incorporated August 2012 - August 2015
Pitney Bowes May 2011 - September 2012
Teach for America March 2010 - May 2011
Furniture Sharehouse November 2008 - March 2010
Analysis Group July 2004 - March 2008
First Church Christ Scientist 2002 - 2004
Putnam Investments January 2001 - December 2001
The Federal Reserve Bank of Boston January 2000 - January 2001
Mullen Advertising January 1999 - January 2000
Education
Harvard University 1988 — 1992
BA, Government
City University of New York City College 2006 — 2008
BFA Candidate, Jazz Vocal Performance
Gonzaga Preparatory 1983 — 1988
High School, College Prep
SalesForce.com August 2015 - Present
Make Tech Better Incorporated August 2012 - August 2015
Pitney Bowes May 2011 - September 2012
Teach for America March 2010 - May 2011
Furniture Sharehouse November 2008 - March 2010
Analysis Group July 2004 - March 2008
First Church Christ Scientist 2002 - 2004
Putnam Investments January 2001 - December 2001
The Federal Reserve Bank of Boston January 2000 - January 2001
Mullen Advertising January 1999 - January 2000
Education
Harvard University 1988 — 1992
BA, Government
City University of New York City College 2006 — 2008
BFA Candidate, Jazz Vocal Performance
Gonzaga Preparatory 1983 — 1988
High School, College Prep
Rick Otis Rick Otis's Putnam Investments Experience January 2014 - June 2015
Job Insurance Sales Professional at Rose and Kiernan, Inc
Industry Insurance
Experience
Rose and Kiernan, Inc June 2015 - Present
Putnam Investments January 2014 - June 2015
Putnam Investments September 2013 - January 2014
Pioneers L'Hospitalet January 2013 - June 2013
Total Quality Logistics July 2012 - December 2012
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Economics
Rose and Kiernan, Inc June 2015 - Present
Putnam Investments January 2014 - June 2015
Putnam Investments September 2013 - January 2014
Pioneers L'Hospitalet January 2013 - June 2013
Total Quality Logistics July 2012 - December 2012
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Economics
George Msaddi George Msaddi's Putnam Investments Experience January 2000 - December 2009
Job Systems Technician at Chamberlain College of Nursing
Industry Information Technology and Services
Experience
Chamberlain College of Nursing October 2014 - Present
Insight Global September 2014 - September 2014
University of Connecticut May 2010 - August 2014
Raytheon January 2010 - June 2010
Putnam Investments January 2000 - December 2009
Image Source Inc January 1997 - January 2000
D.S. Graphics January 1995 - January 1997
Encryption Technology Corp January 1988 - January 1995
Skills
Windows 7, XP, Troubleshooting, Windows Vista, Microsoft Configuration..., System Center, Apple OS, Apple, Technical Documentation, Servers, Computer Hardware, Virtualization, VPN, VMware, Blackberry Enterprise..., Windows Server, Lotus Notes, Active Directory, Information Technology, Technical Support, Help Desk Support, Networking, IT Management, Software Installation, Unix, System Administration, Integration, SCCM, Linux, Windows, Hardware, Testing, SDLC, System Deployment, Disaster Recovery, Windows XP, Network Engineering, Blackberry, Software Documentation, Network Security, Operating Systems, Citrix, Wireless Networking, IT Operations, Cisco Technologies, Network Administration, OS X, Firewalls, WAN, Security
Education
The University of Connecticut 2011 — 2014
Bachelor of General Studies, General Studies/Information Systems, Major - Interdisciplinary
Dean College 2008 — 2010
Business Technology
Clark University 1998 — 2000
MCSE, Microsoft Certified Systems Engineer
Northeastern University 1978 — 1981
Aviation Technology
Chamberlain College of Nursing October 2014 - Present
Insight Global September 2014 - September 2014
University of Connecticut May 2010 - August 2014
Raytheon January 2010 - June 2010
Putnam Investments January 2000 - December 2009
Image Source Inc January 1997 - January 2000
D.S. Graphics January 1995 - January 1997
Encryption Technology Corp January 1988 - January 1995
Skills
Windows 7, XP, Troubleshooting, Windows Vista, Microsoft Configuration..., System Center, Apple OS, Apple, Technical Documentation, Servers, Computer Hardware, Virtualization, VPN, VMware, Blackberry Enterprise..., Windows Server, Lotus Notes, Active Directory, Information Technology, Technical Support, Help Desk Support, Networking, IT Management, Software Installation, Unix, System Administration, Integration, SCCM, Linux, Windows, Hardware, Testing, SDLC, System Deployment, Disaster Recovery, Windows XP, Network Engineering, Blackberry, Software Documentation, Network Security, Operating Systems, Citrix, Wireless Networking, IT Operations, Cisco Technologies, Network Administration, OS X, Firewalls, WAN, Security
Education
The University of Connecticut 2011 — 2014
Bachelor of General Studies, General Studies/Information Systems, Major - Interdisciplinary
Dean College 2008 — 2010
Business Technology
Clark University 1998 — 2000
MCSE, Microsoft Certified Systems Engineer
Northeastern University 1978 — 1981
Aviation Technology
Julie Paris Julie Paris's Putnam Investments Experience September 2000 - July 2005
Job Department Administrator/Business Manager at University of Vermont College of Medicine
Industry Education Management
Experience
University of Vermont College of Medicine July 2013 - Present
University of Vermont January 2009 - July 2013
University of Vermont July 2005 - January 2009
Putnam Investments September 2000 - July 2005
Johnson State College November 1998 - September 2000
Huber and Suhner 1998 - 1999
Fab-Tech Incorporated June 1995 - May 1996
Skills
Writing, Customer Service, Budgeting, Social Media, Grant Administration, Grant Coordination, Federal Grants..., Budgets, Team Building, Fundraising, Program Management, Volunteer Management, Microsoft Office, Community Outreach, Grants, Microsoft Excel, Non-profits, PowerPoint, Nonprofits, Analysis, Management, Recruiting, Marketing, Payroll, Grant Writing, Event Planning
Education
University of Vermont 2011 — 2013
Master's degree, Public Administration
Johnson State College 1992 — 1995
B.A, Business
Castleton State College 1989 — 1991
University of Vermont College of Medicine July 2013 - Present
University of Vermont January 2009 - July 2013
University of Vermont July 2005 - January 2009
Putnam Investments September 2000 - July 2005
Johnson State College November 1998 - September 2000
Huber and Suhner 1998 - 1999
Fab-Tech Incorporated June 1995 - May 1996
Skills
Writing, Customer Service, Budgeting, Social Media, Grant Administration, Grant Coordination, Federal Grants..., Budgets, Team Building, Fundraising, Program Management, Volunteer Management, Microsoft Office, Community Outreach, Grants, Microsoft Excel, Non-profits, PowerPoint, Nonprofits, Analysis, Management, Recruiting, Marketing, Payroll, Grant Writing, Event Planning
Education
University of Vermont 2011 — 2013
Master's degree, Public Administration
Johnson State College 1992 — 1995
B.A, Business
Castleton State College 1989 — 1991
Jeffrey Blaszka's Putnam Investments Experience March 2008 - October 2011
Job Instructional Designer at The Boston Consulting Group
Industry E-Learning
Experience
The Boston Consulting Group November 2012 - Present
Liberty International Underwriters October 2011 - October 2012
Putnam Investments March 2008 - October 2011
Putnam Investments February 2007 - March 2008
Skills
E-Learning, Training, Instructional Design, Learning Management..., Human Resources, Data Analysis, Time Management, Call Centers, Analysis, Curriculum Design, Coaching, Leadership, Social Networking, PowerPoint, Staff Development, Management, Captivate
Education
Colby-Sawyer College 2002 — 2006
Bachelor of Arts earned, Studio Arts; Graphic Design
The Boston Consulting Group November 2012 - Present
Liberty International Underwriters October 2011 - October 2012
Putnam Investments March 2008 - October 2011
Putnam Investments February 2007 - March 2008
Skills
E-Learning, Training, Instructional Design, Learning Management..., Human Resources, Data Analysis, Time Management, Call Centers, Analysis, Curriculum Design, Coaching, Leadership, Social Networking, PowerPoint, Staff Development, Management, Captivate
Education
Colby-Sawyer College 2002 — 2006
Bachelor of Arts earned, Studio Arts; Graphic Design
Traci Lander Traci Lander's Putnam Investments Experience 1998 - 2001
Job Owner at Handled with Care Transitions
Industry Consumer Services
Experience
Handled with Care Transitions 2005 - Present
Tufts Health Plan 2008 - 2009
OnProcess Technology 2006 - 2007
Brown Brothers Harriman & Co 2001 - 2005
Putnam Investments 1998 - 2001
Cross Country Automotive Services 1994 - 1999
Skills
Sales, Program Management, Training, Sales Management, Management, Employee Benefits, Recruiting, Strategy, Analysis, Project Planning, Software Documentation, Microsoft Office, Insurance, Change Management, New Business Development, SDLC, Business Process, Time Management, Business Analysis, Team Leadership
Education
Clark University 1984 — 1987
BA
UCLA
Handled with Care Transitions 2005 - Present
Tufts Health Plan 2008 - 2009
OnProcess Technology 2006 - 2007
Brown Brothers Harriman & Co 2001 - 2005
Putnam Investments 1998 - 2001
Cross Country Automotive Services 1994 - 1999
Skills
Sales, Program Management, Training, Sales Management, Management, Employee Benefits, Recruiting, Strategy, Analysis, Project Planning, Software Documentation, Microsoft Office, Insurance, Change Management, New Business Development, SDLC, Business Process, Time Management, Business Analysis, Team Leadership
Education
Clark University 1984 — 1987
BA
UCLA
Jay Scott-Harris's Putnam Investments Experience January 2003 - November 2014
Job Legal assistant at Metlife.
Industry Investment Management
Experience
MetLife November 2014 - Present
Putnam Investments January 2003 - November 2014
Scudder December 2000 - January 2003
Trammell Crow Company May 2000 - November 2000
Testa, Hurwitz & hibeault, LLP May 1998 - May 2000
Skills
Financial Modeling, Financial Analysis, Competitive Analysis, Strategic Planning, Business Strategy, Corporate Finance
Education
Colby College 1994 — 1998
BA, English / Creative Writing Fiction
Wyandotte High School 1990 — 1994
Diploma, Honors / AP
MetLife November 2014 - Present
Putnam Investments January 2003 - November 2014
Scudder December 2000 - January 2003
Trammell Crow Company May 2000 - November 2000
Testa, Hurwitz & hibeault, LLP May 1998 - May 2000
Skills
Financial Modeling, Financial Analysis, Competitive Analysis, Strategic Planning, Business Strategy, Corporate Finance
Education
Colby College 1994 — 1998
BA, English / Creative Writing Fiction
Wyandotte High School 1990 — 1994
Diploma, Honors / AP
Margaret Vogel's Putnam Investments Experience December 2014 - Present
Job Writer, Marketing and Communications Specialist
Industry Writing and Editing
Experience
athenahealth July 2015 - Present
Putnam Investments December 2014 - Present
Pinstripes Plus May 2014 - August 2014
Charleston City Paper January 2014 - June 2014
College of Charleston March 2013 - December 2013
Skills
Social Media, Journalism, Editing, Blogging, AP Style, News Writing, Newspapers, Copy Editing, Facebook, Press Releases, Public Relations, Photoshop, InDesign, Microsoft Office, Social Media Marketing, Media Relations, Research, Advertising, Storytelling, Social Networking
Education
College of Charleston 2010 — 2014
Bachelor of Arts (B.A.), English, Creative Writing Concentration
Mt. Lebanon High School
Mt. Lebanon High School
athenahealth July 2015 - Present
Putnam Investments December 2014 - Present
Pinstripes Plus May 2014 - August 2014
Charleston City Paper January 2014 - June 2014
College of Charleston March 2013 - December 2013
Skills
Social Media, Journalism, Editing, Blogging, AP Style, News Writing, Newspapers, Copy Editing, Facebook, Press Releases, Public Relations, Photoshop, InDesign, Microsoft Office, Social Media Marketing, Media Relations, Research, Advertising, Storytelling, Social Networking
Education
College of Charleston 2010 — 2014
Bachelor of Arts (B.A.), English, Creative Writing Concentration
Mt. Lebanon High School
Mt. Lebanon High School
Aimee Hefron's Putnam Investments Experience May 2003 - November 2005
Job Executive Assistant/Office Manager
Industry Executive Office
Experience
At Home Mom January 2008 - Present
Hasbro November 2005 - January 2008
Putnam Investments May 2003 - November 2005
Putnam Investments September 2001 - May 2003
Utilicom Networks November 1998 - July 2001
Marine Optical Group October 1997 - November 1998
Pezrow December 1995 - October 1997
Skills
Event Planning, Photoshop, PowerPoint, Community Outreach, Customer Service, Public Speaking, Microsoft Word, Microsoft Office, Nonprofits, Social Media, Fundraising, Microsoft Excel, Adobe Acrobat
Education
Elms College 1992 — 1995
BA, Graphic Design
College of Our Lady of the Elms 1991 — 1995
Bachelor of Arts (B.A.), Graphic Design
At Home Mom January 2008 - Present
Hasbro November 2005 - January 2008
Putnam Investments May 2003 - November 2005
Putnam Investments September 2001 - May 2003
Utilicom Networks November 1998 - July 2001
Marine Optical Group October 1997 - November 1998
Pezrow December 1995 - October 1997
Skills
Event Planning, Photoshop, PowerPoint, Community Outreach, Customer Service, Public Speaking, Microsoft Word, Microsoft Office, Nonprofits, Social Media, Fundraising, Microsoft Excel, Adobe Acrobat
Education
Elms College 1992 — 1995
BA, Graphic Design
College of Our Lady of the Elms 1991 — 1995
Bachelor of Arts (B.A.), Graphic Design
KC McCarthy's Putnam Investments Experience February 2014 - May 2015
Job Analyst at Atlantic Trust Private Wealth Management
Industry Financial Services
Experience
Atlantic Trust May 2015 - Present
Putnam Investments February 2014 - May 2015
Eurobrew September 2013 - December 2013
Katz Media Group June 2013 - August 2013
Ivy Child International February 2013 - May 2013
Seawanhaka Corinthian Yacht Club September 2011 - May 2013
Undertone September 2012 - December 2012
Seawanhaka Corinthian Yacht Club May 2009 - September 2012
Ralph Lauren December 2011 - January 2012
Skills
US Sailing Level 1 & 2..., PowerPoint, Microsoft Excel, Social Media, Public Speaking, Research, Marketing, Facebook, Finance, Event Planning, Mutual Funds
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts (B.A.), History
Atlantic Trust May 2015 - Present
Putnam Investments February 2014 - May 2015
Eurobrew September 2013 - December 2013
Katz Media Group June 2013 - August 2013
Ivy Child International February 2013 - May 2013
Seawanhaka Corinthian Yacht Club September 2011 - May 2013
Undertone September 2012 - December 2012
Seawanhaka Corinthian Yacht Club May 2009 - September 2012
Ralph Lauren December 2011 - January 2012
Skills
US Sailing Level 1 & 2..., PowerPoint, Microsoft Excel, Social Media, Public Speaking, Research, Marketing, Facebook, Finance, Event Planning, Mutual Funds
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts (B.A.), History
Christine Brassard Christine Brassard's Putnam Investments Experience September 2000 - September 2005
Job Account Manager Premium Audit at Travelers
Industry Accounting
Experience
Travelers October 2005 - Present
Putnam Investments September 2000 - September 2005
SCHOOL COMMISSIONER March 1998 - March 2000
Skills
Payroll, Auditing, Finance, Insurance, Mutual Funds, Outlook, Microsoft Excel, Customer Service, Budgets, Microsoft Word, PowerPoint, Property, Workers Compensation, Public Speaking, Microsoft Office, Accounting, Commercial Insurance, Leadership
Education
Castleton State College 1986 — 1990
Bachelor of Science, Business Administration; Marketing
Travelers October 2005 - Present
Putnam Investments September 2000 - September 2005
SCHOOL COMMISSIONER March 1998 - March 2000
Skills
Payroll, Auditing, Finance, Insurance, Mutual Funds, Outlook, Microsoft Excel, Customer Service, Budgets, Microsoft Word, PowerPoint, Property, Workers Compensation, Public Speaking, Microsoft Office, Accounting, Commercial Insurance, Leadership
Education
Castleton State College 1986 — 1990
Bachelor of Science, Business Administration; Marketing
Abigail Mitchell's Putnam Investments Experience June 2015 - Present
Job Dealer Marketing Services Representative at Putnam Investments
Industry Investment Management
Experience
Putnam Investments June 2015 - Present
Cool Beans Coffee Shop January 2013 - May 2015
Informulary Inc. January 2015 - January 2015
Sudden Pitch Swim and Tennis Club May 2009 - August 2014
Little Angles Day Care June 2010 - August 2012
Skills
Teamwork, Team Leadership, Organization, Microsoft Excel, Mathematics, Microsoft Office, Customer Service, Microsoft Word, Public Speaking, Social Media, Leadership, Windows, Calculus, Multivariable Calculus, Linear Algebra, Algebraic Structures, Principles of Analysis, Financial Accounting, Microeconomics
Education
College of the Holy Cross 2011 — 2015
Bachelor of Arts (B.A.), Mathematics
Trinity High School 2007 — 2011
Putnam Investments June 2015 - Present
Cool Beans Coffee Shop January 2013 - May 2015
Informulary Inc. January 2015 - January 2015
Sudden Pitch Swim and Tennis Club May 2009 - August 2014
Little Angles Day Care June 2010 - August 2012
Skills
Teamwork, Team Leadership, Organization, Microsoft Excel, Mathematics, Microsoft Office, Customer Service, Microsoft Word, Public Speaking, Social Media, Leadership, Windows, Calculus, Multivariable Calculus, Linear Algebra, Algebraic Structures, Principles of Analysis, Financial Accounting, Microeconomics
Education
College of the Holy Cross 2011 — 2015
Bachelor of Arts (B.A.), Mathematics
Trinity High School 2007 — 2011
Mary Thompson, CFP ®, CASL® Mary Thompson, CFP ®, CASL®'s Putnam Investments Experience April 1994 - April 2001
Job Principal & Senior Advisor at FAI Wealth Management
Industry Investment Management
Experience
FAI Wealth Management March 2014 - Present
FAI Wealth Management November 2008 - March 2014
Putnam Investments April 1994 - April 2001
Skills
Wealth Management, Investment Management, Strategic Financial..., Retirement Planning, Estate Planning, Financial Analysis
Education
Leadership Howard County 2014 — 2015
Leadership Premier
The American College 2011 — 2012
Chartered Advisor for Senior Living (CASL®)
College for Financial Planning 2009 — 2010
CFP® Certification Professional Education Program
State University of New York at Albany 1983 — 1987
Bachelor of Science (B.S.), Mathematics and Computer Science
FAI Wealth Management March 2014 - Present
FAI Wealth Management November 2008 - March 2014
Putnam Investments April 1994 - April 2001
Skills
Wealth Management, Investment Management, Strategic Financial..., Retirement Planning, Estate Planning, Financial Analysis
Education
Leadership Howard County 2014 — 2015
Leadership Premier
The American College 2011 — 2012
Chartered Advisor for Senior Living (CASL®)
College for Financial Planning 2009 — 2010
CFP® Certification Professional Education Program
State University of New York at Albany 1983 — 1987
Bachelor of Science (B.S.), Mathematics and Computer Science
Christina Pluta's Putnam Investments Experience January 2008 - February 2009
Job Senior Venture Capital Associate at Providence Ventures
Industry Venture Capital & Private Equity
Experience
Providence Health & Services June 2015 - Present
Adaptive Biotechnologies Corp. November 2014 - December 2014
Harris Williams & Co. June 2014 - August 2014
Columbia Management February 2012 - July 2013
Columbia Management September 2010 - January 2012
RBC Capital Markets February 2009 - March 2010
Putnam Investments January 2008 - February 2009
Putnam Investments November 2005 - January 2008
Skills
M&A experience, Equity Research, Equities, Investments, Valuation, Financial Modeling, Fixed Income, Portfolio Management, Financial Analysis, Fixed Income Analysis, Bloomberg, Mutual Funds, Asset Managment, Investment Management, Asset Allocation, Capital Markets, Securities, Series 63, Series 7
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.)
Colby College 2001 — 2005
Bachelor's Degree, Cellular & Molecular Biology
Providence Health & Services June 2015 - Present
Adaptive Biotechnologies Corp. November 2014 - December 2014
Harris Williams & Co. June 2014 - August 2014
Columbia Management February 2012 - July 2013
Columbia Management September 2010 - January 2012
RBC Capital Markets February 2009 - March 2010
Putnam Investments January 2008 - February 2009
Putnam Investments November 2005 - January 2008
Skills
M&A experience, Equity Research, Equities, Investments, Valuation, Financial Modeling, Fixed Income, Portfolio Management, Financial Analysis, Fixed Income Analysis, Bloomberg, Mutual Funds, Asset Managment, Investment Management, Asset Allocation, Capital Markets, Securities, Series 63, Series 7
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.)
Colby College 2001 — 2005
Bachelor's Degree, Cellular & Molecular Biology
Ann Paquin Ann Paquin's Putnam Investments Experience 1990 - 1993
Job Fully In Your Flow Intuitive Coach
Industry Health, Wellness and Fitness
Experience
Fully In Your Flow 2014 - Present
Fully In Your Flow January 2012 - Present
DSA-org 2003 - 2013
The Nia Technique 2003 - 2013
Putnam Investments 1990 - 1993
Skills
Wellness, Healing, Fitness, Yoga, Nia, Relaxation, Personal Training, Lifestyle, Wellness Coaching, Movement, Meditation, Wellbeing, Lifestyle Coaching, Holistic Health, Fitness Training, Personal Development, Nutrition, Life Coaching, Strength Training, Treatment, Small Business, Health Education, Reiki, Operant Conditioning, Emotional Intelligence, Stress Management, Bodywork, Corporations, Aromatherapy
Education
College of the Holy Cross 1974 — 1978
BA, Economic/Accounting; Theater
Fully In Your Flow 2014 - Present
Fully In Your Flow January 2012 - Present
DSA-org 2003 - 2013
The Nia Technique 2003 - 2013
Putnam Investments 1990 - 1993
Skills
Wellness, Healing, Fitness, Yoga, Nia, Relaxation, Personal Training, Lifestyle, Wellness Coaching, Movement, Meditation, Wellbeing, Lifestyle Coaching, Holistic Health, Fitness Training, Personal Development, Nutrition, Life Coaching, Strength Training, Treatment, Small Business, Health Education, Reiki, Operant Conditioning, Emotional Intelligence, Stress Management, Bodywork, Corporations, Aromatherapy
Education
College of the Holy Cross 1974 — 1978
BA, Economic/Accounting; Theater
Timothy Schoeffler Timothy Schoeffler's Putnam Investments Experience 1984 - 1985
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
CIC Wealth March 2010 - Present
Curian Capital 2007 - 2010
Allianz 2005 - 2007
Genworth Financial 2002 - 2005
OppenheimerFunds 1988 - 2000
Colonial Funds 1986 - 1988
Putnam Investments 1984 - 1985
EF Hutton 1981 - 1984
Merrill Lynch 1979 - 1981
Skills
Fixed Annuities, Certified Financial..., Wealth Management, Retirement Planning, Asset Managment, Investment Advisory, Series 7, Series 63, Personal Financial..., Asset Allocation
Education
Colgate University 1976 — 1979
BA, History
Georgetown University 2009 — 2010
Certificate in Financial Planning
Tulane University 1975 — 1976
Freshman Year, Liberal Arts
Deerfield Academy 1971 — 1975
High School Diploma
CIC Wealth March 2010 - Present
Curian Capital 2007 - 2010
Allianz 2005 - 2007
Genworth Financial 2002 - 2005
OppenheimerFunds 1988 - 2000
Colonial Funds 1986 - 1988
Putnam Investments 1984 - 1985
EF Hutton 1981 - 1984
Merrill Lynch 1979 - 1981
Skills
Fixed Annuities, Certified Financial..., Wealth Management, Retirement Planning, Asset Managment, Investment Advisory, Series 7, Series 63, Personal Financial..., Asset Allocation
Education
Colgate University 1976 — 1979
BA, History
Georgetown University 2009 — 2010
Certificate in Financial Planning
Tulane University 1975 — 1976
Freshman Year, Liberal Arts
Deerfield Academy 1971 — 1975
High School Diploma
Trisha Wooldridge's Putnam Investments Experience December 2000 - February 2004
Job Senior Editor at Spencer Hill Press
Industry Writing and Editing
Experience
Spencer Hill Press January 2010 - Present
A Novel Friend Writing & Editing 2005 - Present
Smarthinking.com June 2006 - April 2012
Phoenix Media Network, Inc. February 2006 - May 2011
Massachusetts Horse Magazine September 2007 - December 2010
Turbine Entertainment Software, Inc. September 2005 - October 2005
Putnam Investments December 2000 - February 2004
Skills
Editing, Spanish, Fiction, Books, Training, Tutoring, Literature, Creative Writing, Copy Editing, Customer Service, Short Stories, Blogging, Proofreading, Editorial, Higher Education, Public Speaking, Art, MLA, Publishing, Magazines, Curriculum Design, Teaching, Research, Grant Writing, Newsletters, Publications, Ghostwriting, Freelance Writing, Poetry, Web Content, Content Development, Non-fiction, Novels, Published Author, Content Writing, Fiction Writing, Storytelling, Feature Articles, Magazine Articles, Ebooks, Technical Writing, Journalism, Press Releases, Text Editing, Copywriting, AP Style, Science Fiction, Online Publishing, Manuscript, Teaching Writing
Education
Clark University 2004 — 2006
English Literature Masters Program
University of Massachusetts Dartmouth 1996 — 2000
Double Bachelors, English: Communications / History
Saint Louis University (Madrid Branch) 1997 — 1997
Semester Abroad, Spanish Literature & History
Spencer Hill Press January 2010 - Present
A Novel Friend Writing & Editing 2005 - Present
Smarthinking.com June 2006 - April 2012
Phoenix Media Network, Inc. February 2006 - May 2011
Massachusetts Horse Magazine September 2007 - December 2010
Turbine Entertainment Software, Inc. September 2005 - October 2005
Putnam Investments December 2000 - February 2004
Skills
Editing, Spanish, Fiction, Books, Training, Tutoring, Literature, Creative Writing, Copy Editing, Customer Service, Short Stories, Blogging, Proofreading, Editorial, Higher Education, Public Speaking, Art, MLA, Publishing, Magazines, Curriculum Design, Teaching, Research, Grant Writing, Newsletters, Publications, Ghostwriting, Freelance Writing, Poetry, Web Content, Content Development, Non-fiction, Novels, Published Author, Content Writing, Fiction Writing, Storytelling, Feature Articles, Magazine Articles, Ebooks, Technical Writing, Journalism, Press Releases, Text Editing, Copywriting, AP Style, Science Fiction, Online Publishing, Manuscript, Teaching Writing
Education
Clark University 2004 — 2006
English Literature Masters Program
University of Massachusetts Dartmouth 1996 — 2000
Double Bachelors, English: Communications / History
Saint Louis University (Madrid Branch) 1997 — 1997
Semester Abroad, Spanish Literature & History
Christopher Washburn's Putnam Investments Experience June 2008 - Present
Job Sr. Speciality Services Rep
Industry Financial Services
Experience
Putnam Investments June 2008 - Present
Putnam Investments February 2007 - Present
Putnam Investments January 2008 - May 2008
Putnam Investments February 2007 - January 2008
West Newbury Food Mart November 1998 - January 2006
Skills
Product Support, Mutual Funds, Retirement, 401k, Technical Support, IRAs, CRM, Defined Contribution, Software Implementation, Software, Hands-on Training, Production Support, System Testing, Employee Benefits, Morningstar, Data Conversion
Education
Central Connecticut State University 2004 — 2006
B.S., Business Management
Central Connecticut State University 2004 — 2006
Bachelor of Science, Business Management
Putnam Investments June 2008 - Present
Putnam Investments February 2007 - Present
Putnam Investments January 2008 - May 2008
Putnam Investments February 2007 - January 2008
West Newbury Food Mart November 1998 - January 2006
Skills
Product Support, Mutual Funds, Retirement, 401k, Technical Support, IRAs, CRM, Defined Contribution, Software Implementation, Software, Hands-on Training, Production Support, System Testing, Employee Benefits, Morningstar, Data Conversion
Education
Central Connecticut State University 2004 — 2006
B.S., Business Management
Central Connecticut State University 2004 — 2006
Bachelor of Science, Business Management
Emily Sheehan Emily Sheehan's Putnam Investments Experience December 2014 - Present
Job Regional Investment Consultant External Wholesaler for the RIA Advisory Group at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 2014 - Present
Putnam Investments June 2011 - Present
Putnam Investments June 2011 - December 2011
The Newburyport Five Cents Savings Bank May 2008 - January 2011
Skills
Hold Series 7, Series 6, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Securities, Investments, Salesforce.com, Sales Presentations, Fixed Income, Wealth Management, FINRA, Equities, Asset Managment
Education
College of the Holy Cross 2007 — 2011
Bachelor of Arts (B.A.), History and Mathematics, 3.76
Trinity College, Dublin 2009 — 2010
NA, European History
St. Thomas Aquinas High School 2003 — 2007
Putnam Investments December 2014 - Present
Putnam Investments June 2011 - Present
Putnam Investments June 2011 - December 2011
The Newburyport Five Cents Savings Bank May 2008 - January 2011
Skills
Hold Series 7, Series 6, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Securities, Investments, Salesforce.com, Sales Presentations, Fixed Income, Wealth Management, FINRA, Equities, Asset Managment
Education
College of the Holy Cross 2007 — 2011
Bachelor of Arts (B.A.), History and Mathematics, 3.76
Trinity College, Dublin 2009 — 2010
NA, European History
St. Thomas Aquinas High School 2003 — 2007
Benjamin Piper, MBA Benjamin Piper, MBA's Putnam Investments Experience November 2000 - May 2003
Job Senior IT Systems / Business Analyst / Asset Manager
Industry Defense & Space
Experience
General Dynamics August 2005 - Present
General Dynamics ATP November 2010 - May 2011
General Dynamics November 2003 - August 2005
Putnam Investments November 2000 - May 2003
Skills
Process Improvement, Project Management, Visio, Change Management, Team Leadership, Microsoft Excel, Business Analysis, Microsoft Office, Integration, Six Sigma, Program Management, ERP, Management, Business Process, Cross-functional Team..., Software Documentation, MS Project, Testing, Quality Assurance, SharePoint, SDLC, Proposal Writing, Risk Management, Requirements Analysis, Lean Manufacturing, Data Analysis, Continuous Improvement
Education
Champlain College 2007 — 2010
MBA, Performance Management
Champlain College 1999 — 2003
Bachelors of Science, Business Administration
General Dynamics August 2005 - Present
General Dynamics ATP November 2010 - May 2011
General Dynamics November 2003 - August 2005
Putnam Investments November 2000 - May 2003
Skills
Process Improvement, Project Management, Visio, Change Management, Team Leadership, Microsoft Excel, Business Analysis, Microsoft Office, Integration, Six Sigma, Program Management, ERP, Management, Business Process, Cross-functional Team..., Software Documentation, MS Project, Testing, Quality Assurance, SharePoint, SDLC, Proposal Writing, Risk Management, Requirements Analysis, Lean Manufacturing, Data Analysis, Continuous Improvement
Education
Champlain College 2007 — 2010
MBA, Performance Management
Champlain College 1999 — 2003
Bachelors of Science, Business Administration
Karen Robicheau Karen Robicheau's Putnam Investments Experience October 1999 - January 2007
Job Systems Monitoring Analyst at Marsh McLennan Co.
Industry Information Technology and Services
Experience
Marsh and McLennan Companies 1999 - Present
Putnam Investments October 1999 - January 2007
Hills Dept Stores Executive Offices April 1983 - October 1999
Skills
Data Center, NSM, Spectrum, AlertSite, CA Service Desk, Service Desk, Virtualization, VMware, System Monitoring, Disaster Recovery, IT Service Management, IT Operations, Systems Management, Active Directory, Infrastructure, ITIL, Integration, System Deployment, Operating Systems, Vendor Management, Enterprise Architecture, VMware ESX, Lotus Notes, System Administration, IIS, Windows 7, IT Management, Microsoft Exchange, Security, Service Delivery, Software Documentation, Citrix, Autosys, Business Analysis, IT Strategy, Solaris, Technical Support
Education
Massasoit Community College 1994 — 1996
AS, Business Admin Transfer
Clark University 1982 — 1983
Business
Stonehill College
Business
Marsh and McLennan Companies 1999 - Present
Putnam Investments October 1999 - January 2007
Hills Dept Stores Executive Offices April 1983 - October 1999
Skills
Data Center, NSM, Spectrum, AlertSite, CA Service Desk, Service Desk, Virtualization, VMware, System Monitoring, Disaster Recovery, IT Service Management, IT Operations, Systems Management, Active Directory, Infrastructure, ITIL, Integration, System Deployment, Operating Systems, Vendor Management, Enterprise Architecture, VMware ESX, Lotus Notes, System Administration, IIS, Windows 7, IT Management, Microsoft Exchange, Security, Service Delivery, Software Documentation, Citrix, Autosys, Business Analysis, IT Strategy, Solaris, Technical Support
Education
Massasoit Community College 1994 — 1996
AS, Business Admin Transfer
Clark University 1982 — 1983
Business
Stonehill College
Business
Kristin Donahue, CFA Kristin Donahue, CFA's Putnam Investments Experience January 2003 - October 2007
Job Organizer, Team GDMF Boston & Providence Marathons at Glen Doherty Memorial Foundation
Industry Financial Services
Experience
Glen Doherty Memorial Foundation October 2012 - Present
Putnam Investments January 2003 - October 2007
Putnam Investments June 2000 - December 2002
Putnam Investments July 1999 - June 2000
Coopers & Lybrand Consulting October 1996 - June 1997
Andersen Consulting (now Accenture) July 1992 - September 1996
Skills
Management, Equities, Investments, Recruiting, Mutual Funds, Asset Management, Training, Market Data, Portfolio Management, Bloomberg, operat, Investment Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
MBA, Finance
Colby College 1988 — 1992
BA, Economics / Art History
Glen Doherty Memorial Foundation October 2012 - Present
Putnam Investments January 2003 - October 2007
Putnam Investments June 2000 - December 2002
Putnam Investments July 1999 - June 2000
Coopers & Lybrand Consulting October 1996 - June 1997
Andersen Consulting (now Accenture) July 1992 - September 1996
Skills
Management, Equities, Investments, Recruiting, Mutual Funds, Asset Management, Training, Market Data, Portfolio Management, Bloomberg, operat, Investment Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
MBA, Finance
Colby College 1988 — 1992
BA, Economics / Art History
Brent Abendroth's Putnam Investments Experience December 2013 - November 2014
Job Regional Sales Specialist at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments November 2014 - Present
Putnam Investments December 2013 - November 2014
Putnam Investments July 2013 - November 2013
Rehmann Financial June 2011 - August 2011
Skills
CRM, Access, Facebook, Microsoft Excel, Entrepreneurship, PowerPoint, Finance, Management, Due Diligence, Microsoft Office, Microsoft Word, Social Media, Research, Public Speaking, Mutual Funds, Customer Service, Teamwork, Team Leadership, Data Analysis, Sports, Sales, Investments
Education
Clark University 2011 — 2013
Business Management, Entrepreneurship
Bryant University 2009 — 2010
Wilbraham and Monson Academy 2008 — 2009
Pioneer Investments November 2014 - Present
Putnam Investments December 2013 - November 2014
Putnam Investments July 2013 - November 2013
Rehmann Financial June 2011 - August 2011
Skills
CRM, Access, Facebook, Microsoft Excel, Entrepreneurship, PowerPoint, Finance, Management, Due Diligence, Microsoft Office, Microsoft Word, Social Media, Research, Public Speaking, Mutual Funds, Customer Service, Teamwork, Team Leadership, Data Analysis, Sports, Sales, Investments
Education
Clark University 2011 — 2013
Business Management, Entrepreneurship
Bryant University 2009 — 2010
Wilbraham and Monson Academy 2008 — 2009
Burke Smith's Putnam Investments Experience June 2015 - Present
Job DMS Representative at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2015 - Present
Skills
Microsoft Excel, Research, PowerPoint, Microsoft Word, Competitive Analysis
Education
College of the Holy Cross 2011 — 2015
Bachelor of Arts (B.A.), English
Putnam Investments June 2015 - Present
Skills
Microsoft Excel, Research, PowerPoint, Microsoft Word, Competitive Analysis
Education
College of the Holy Cross 2011 — 2015
Bachelor of Arts (B.A.), English
Christopher Bryce, CFA Christopher Bryce, CFA's Putnam Investments Experience September 2007 - March 2010
Job VP, Sr Risk Analyst at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. June 2014 - Present
Kuberre Systems September 2012 - June 2014
Statpro Inc March 2010 - September 2012
Putnam Investments September 2007 - March 2010
Fidelity Investments May 2006 - September 2007
Fidelity Investments September 2004 - May 2006
Skills
Fixed Income, Asset Allocation, Asset Managment, Derivatives, Valuation, Data Analysis, Analytics, Risk Analytics, Financial Services
Education
Colgate University 1996 — 2000
Bachelor of Arts (B.A.), Chemistry, Biology
Santander Bank, N.A. June 2014 - Present
Kuberre Systems September 2012 - June 2014
Statpro Inc March 2010 - September 2012
Putnam Investments September 2007 - March 2010
Fidelity Investments May 2006 - September 2007
Fidelity Investments September 2004 - May 2006
Skills
Fixed Income, Asset Allocation, Asset Managment, Derivatives, Valuation, Data Analysis, Analytics, Risk Analytics, Financial Services
Education
Colgate University 1996 — 2000
Bachelor of Arts (B.A.), Chemistry, Biology
Kimberly Bradford Kimberly Bradford's Putnam Investments Experience June 2006 - March 2009
Job IT Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2009 - Present
Putnam Investments June 2006 - March 2009
Skills
IT Management, IT Strategy, IT Service Management, IT Operations, IT Audit, IT Outsourcing, IT Transformation, IT Solutions
Education
Hunter College 2000 — 2005
Bachelor of Science (BS), Computer Science
Fidelity Investments November 2009 - Present
Putnam Investments June 2006 - March 2009
Skills
IT Management, IT Strategy, IT Service Management, IT Operations, IT Audit, IT Outsourcing, IT Transformation, IT Solutions
Education
Hunter College 2000 — 2005
Bachelor of Science (BS), Computer Science
Joseph Leto Joseph Leto's Putnam Investments Experience June 2013 - Present
Job Investment Director at Putnam Investments
Industry Investment Management
Experience
Putnam Investments June 2013 - Present
Fidelity Investments May 2005 - October 2012
Morgan Stanley September 2002 - May 2005
Morgan Stanley June 2000 - September 2002
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Investments, Securities, Capital Markets, Sales, Trading, Wealth Management, Financial Services, Relationship Management, Business Development, RIAs, Broker Dealers
Education
College of the Holy Cross 1996 — 2000
Chaminade High School 1992 — 1996
Putnam Investments June 2013 - Present
Fidelity Investments May 2005 - October 2012
Morgan Stanley September 2002 - May 2005
Morgan Stanley June 2000 - September 2002
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Investments, Securities, Capital Markets, Sales, Trading, Wealth Management, Financial Services, Relationship Management, Business Development, RIAs, Broker Dealers
Education
College of the Holy Cross 1996 — 2000
Chaminade High School 1992 — 1996
Matthew Beaudry Matthew Beaudry's Putnam Investments Experience May 1990 - March 1997
Job Vice President, Institutional Portfolio Manager at Eaton Vance Management
Industry Financial Services
Experience
Eaton Vance Management July 2006 - Present
Eaton Vance Management December 2009 - June 2014
AllianceBernstein January 2003 - June 2006
AllianceBernstein May 2000 - December 2002
State Street Research August 1998 - April 2000
Financial Research Corporation April 1997 - July 1998
Putnam Investments May 1990 - March 1997
Price Waterhouse September 1984 - April 1990
Skills
Asset Management, Equities, Portfolio Management, Trading, Mutual Funds, Strategy, Financial Services, Fixed Income, Investment Management, Investments, Asset Managment, Asset Allocation, Investment Banking, Alternative Investments, Finance, Investment Strategies, Hedge Funds, Bloomberg, Financial Advisory
Education
College of the Holy Cross 1980 — 1984
BA, Economics and Accounting
Suffield Academy 1976 — 1980
University of Pennsylvania - The Wharton School
CIMA, Finance
Eaton Vance Management July 2006 - Present
Eaton Vance Management December 2009 - June 2014
AllianceBernstein January 2003 - June 2006
AllianceBernstein May 2000 - December 2002
State Street Research August 1998 - April 2000
Financial Research Corporation April 1997 - July 1998
Putnam Investments May 1990 - March 1997
Price Waterhouse September 1984 - April 1990
Skills
Asset Management, Equities, Portfolio Management, Trading, Mutual Funds, Strategy, Financial Services, Fixed Income, Investment Management, Investments, Asset Managment, Asset Allocation, Investment Banking, Alternative Investments, Finance, Investment Strategies, Hedge Funds, Bloomberg, Financial Advisory
Education
College of the Holy Cross 1980 — 1984
BA, Economics and Accounting
Suffield Academy 1976 — 1980
University of Pennsylvania - The Wharton School
CIMA, Finance
D. Chris Brown, CFP D. Chris Brown, CFP's Putnam Investments Experience January 1994 - December 1997
Job Principal at Brown Financial Research, LLC
Industry Investment Management
Experience
Brown Financial Research, LLC 2002 - Present
Cerulli Associates January 2001 - December 2001
Financial Research Corporation January 1997 - December 2000
Putnam Investments January 1994 - December 1997
Education
College for Financial Planning 1992 — 1994
CFP, Certified Financial Planner Professional Education Program
Geneva College 1979 — 1983
B.A., Philosophy
Brown Financial Research, LLC 2002 - Present
Cerulli Associates January 2001 - December 2001
Financial Research Corporation January 1997 - December 2000
Putnam Investments January 1994 - December 1997
Education
College for Financial Planning 1992 — 1994
CFP, Certified Financial Planner Professional Education Program
Geneva College 1979 — 1983
B.A., Philosophy
Joe Kringdon Joe Kringdon's Putnam Investments Experience April 1999 - May 2008
Job Managing Director/Head of Intermediary Distribution at Columbia Management
Industry Financial Services
Experience
Columbia Management August 2014 - Present
Pioneer Investments June 2008 - August 2014
Putnam Investments April 1999 - May 2008
Smith Barney 1986 - 1999
Merrill Lynch August 1981 - August 1986
The Real Paper November 1980 - April 1981
Meredith July 1980 - November 1980
Skills
Mutual Funds, Marketing, Relationship Management, Sales, Management, Business Strategy, Strategic Communications, Alternative Investments, Asset Allocation, Asset Management, CRM, Equities, Finance, Financial Services, Insurance, Investments, Leadership, Market Research, Marketing Strategy, New Business Development, Portfolio Management, Retail, Retirement, Sales Operations, Securities, Series 63, Series 7, Strategic Planning, Strategy, Wealth Management
Education
College of the Holy Cross 1976 — 1980
BA, English
Blessed Sacrament High School 1972 — 1976
Columbia Management August 2014 - Present
Pioneer Investments June 2008 - August 2014
Putnam Investments April 1999 - May 2008
Smith Barney 1986 - 1999
Merrill Lynch August 1981 - August 1986
The Real Paper November 1980 - April 1981
Meredith July 1980 - November 1980
Skills
Mutual Funds, Marketing, Relationship Management, Sales, Management, Business Strategy, Strategic Communications, Alternative Investments, Asset Allocation, Asset Management, CRM, Equities, Finance, Financial Services, Insurance, Investments, Leadership, Market Research, Marketing Strategy, New Business Development, Portfolio Management, Retail, Retirement, Sales Operations, Securities, Series 63, Series 7, Strategic Planning, Strategy, Wealth Management
Education
College of the Holy Cross 1976 — 1980
BA, English
Blessed Sacrament High School 1972 — 1976
Wayne Levitts's Putnam Investments Experience May 1983 - February 1988
Job
Industry Financial Services
Experience
State Street November 1999 - Present
State Street June 2012 - Present
State Street June 2010 - June 2012
State Street February 2009 - June 2010
State Street November 1999 - February 2009
Investors Bank & Trust - Formerly BankBoston Institutional Custody May 1990 - November 1999
Marchiel & Associates January 1989 - May 1990
Boston Company Advisors February 1988 - December 1988
Putnam Investments May 1983 - February 1988
Skills
Mutual Funds, Securities, Fixed Income, Financial Services, Equities, Bloomberg, Corporate Actions, Investments, Business Analysis, Global Custody, Banking, Hedge Funds, Fund Accounting, Asset Management, Derivatives, Insurance, Alternative Investments, Common Trust Funds, Funds Trading, Mentoring
Education
Clark University 1978 — 1982
BA
State Street November 1999 - Present
State Street June 2012 - Present
State Street June 2010 - June 2012
State Street February 2009 - June 2010
State Street November 1999 - February 2009
Investors Bank & Trust - Formerly BankBoston Institutional Custody May 1990 - November 1999
Marchiel & Associates January 1989 - May 1990
Boston Company Advisors February 1988 - December 1988
Putnam Investments May 1983 - February 1988
Skills
Mutual Funds, Securities, Fixed Income, Financial Services, Equities, Bloomberg, Corporate Actions, Investments, Business Analysis, Global Custody, Banking, Hedge Funds, Fund Accounting, Asset Management, Derivatives, Insurance, Alternative Investments, Common Trust Funds, Funds Trading, Mentoring
Education
Clark University 1978 — 1982
BA
Vilas Dhenge's Putnam Investments Experience October 2004 - Present
Job Assistant Vice President Systems Architect at Putnam Investments
Industry Information Technology and Services
Experience
Putnam Investments October 2004 - Present
Skills
SDLC, Agile Methodologies, SOA, Java Enterprise Edition, SQL, Requirements Analysis, Web Services, Unix, Websphere, Java, Spring, XML, Fixed Income, SOAP, Oracle, Requirements Gathering
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
Executive Certificate, Management and Leadership
College of Engineering Pune 1990 — 1992
M.E.
College of Engineering Pune 1986 — 1990
B.E.
Somalwar Junior College,Ramdaspeth, Nagpur, India
Samarth Vidyalaya, Lakhani, India
Putnam Investments October 2004 - Present
Skills
SDLC, Agile Methodologies, SOA, Java Enterprise Edition, SQL, Requirements Analysis, Web Services, Unix, Websphere, Java, Spring, XML, Fixed Income, SOAP, Oracle, Requirements Gathering
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
Executive Certificate, Management and Leadership
College of Engineering Pune 1990 — 1992
M.E.
College of Engineering Pune 1986 — 1990
B.E.
Somalwar Junior College,Ramdaspeth, Nagpur, India
Samarth Vidyalaya, Lakhani, India
Josh Cummings's Putnam Investments Experience June 2010 - Present
Job SVP Small & Mid Cap Equities at Putnam Investments
Industry Investment Management
Experience
Putnam Investments June 2010 - Present
Putnam Investments February 2007 - Present
Putnam Investments July 2001 - February 2007
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA
Colby College 1988 — 1992
BA, Economics
Putnam Investments June 2010 - Present
Putnam Investments February 2007 - Present
Putnam Investments July 2001 - February 2007
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA
Colby College 1988 — 1992
BA, Economics
Darren Powell, CFA's Putnam Investments Experience June 2002 - August 2004
Job Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2004 - Present
Putnam Investments June 2002 - August 2004
Putnam Investments 2002 - 2004
Skills
Portfolio Management, Equity Research, Equities, Hedge Funds, Bloomberg, Valuation, Investments, Asset Management, Financial Modeling, Alternative Investments, Emerging Markets, Investment Management, Capital Markets, Equity Valuation, Investment Strategies
Education
Colby College 1996 — 2000
B.A., International Relations
Pine Crest 1994 — 1996
Wellington Management July 2004 - Present
Putnam Investments June 2002 - August 2004
Putnam Investments 2002 - 2004
Skills
Portfolio Management, Equity Research, Equities, Hedge Funds, Bloomberg, Valuation, Investments, Asset Management, Financial Modeling, Alternative Investments, Emerging Markets, Investment Management, Capital Markets, Equity Valuation, Investment Strategies
Education
Colby College 1996 — 2000
B.A., International Relations
Pine Crest 1994 — 1996
Roy Fralin's Putnam Investments Experience January 1993 - February 2000
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Fidelity Investments February 2008 - August 2011
Fidelity Investments February 2000 - February 2008
Putnam Investments January 1993 - February 2000
Skills
Financial Services, Defined Benefit, 401k, Mutual Funds, Relationship Management, Series 63, Outsourcing, Process Improvement, Securities, Retirement, Employee Benefits, Investments, Business Analysis, Series 7, Client Services, Vendor Management, Risk Management, Project Management, Asset Management, Visio, Pensions, Team Leadership, Leadership, Management, Community Outreach, Motivational Speaking, Collaborative Problem...
Education
Clark University 2006 — 2008
MBA, Business Administration and Management, General
Eastern Nazarene College 1990 — 1993
Bachelor of Science (BS), Business Administration, Management and Operations
Newbury College
Associate of Science (A.S.), Culinary Arts/Chef Training
Fidelity Investments August 2011 - Present
Fidelity Investments February 2008 - August 2011
Fidelity Investments February 2000 - February 2008
Putnam Investments January 1993 - February 2000
Skills
Financial Services, Defined Benefit, 401k, Mutual Funds, Relationship Management, Series 63, Outsourcing, Process Improvement, Securities, Retirement, Employee Benefits, Investments, Business Analysis, Series 7, Client Services, Vendor Management, Risk Management, Project Management, Asset Management, Visio, Pensions, Team Leadership, Leadership, Management, Community Outreach, Motivational Speaking, Collaborative Problem...
Education
Clark University 2006 — 2008
MBA, Business Administration and Management, General
Eastern Nazarene College 1990 — 1993
Bachelor of Science (BS), Business Administration, Management and Operations
Newbury College
Associate of Science (A.S.), Culinary Arts/Chef Training
Beth Pasciucco's Putnam Investments Experience 2002 - 2005
Job Managing Director, Head of Brand Management and Customer Experience at AXA
Industry Financial Services
Experience
AXA 2012 - Present
Pasciucco Consulting, LLC 2009 - 2012
Morgan Stanley March 2007 - August 2009
Mercer 2005 - 2007
Putnam Investments 2002 - 2005
Fidelity Investments 1997 - 2002
Arnold Worldwide 1995 - 1997
Houston Effler and Partners 1994 - 1995
Arnold Worldwide 1988 - 1994
Emerson Lane Fortuna 1985 - 1988
Education
College of the Holy Cross 1980 — 1984
BA, English
AXA 2012 - Present
Pasciucco Consulting, LLC 2009 - 2012
Morgan Stanley March 2007 - August 2009
Mercer 2005 - 2007
Putnam Investments 2002 - 2005
Fidelity Investments 1997 - 2002
Arnold Worldwide 1995 - 1997
Houston Effler and Partners 1994 - 1995
Arnold Worldwide 1988 - 1994
Emerson Lane Fortuna 1985 - 1988
Education
College of the Holy Cross 1980 — 1984
BA, English
Anthony Massaro's Putnam Investments Experience June 2008 - November 2010
Job AppV 5 Consultant
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. May 2015 - Present
Societe Generale July 2014 - April 2015
TD Ameritrade September 2012 - July 2014
JPMorganChase November 2010 - August 2012
Putnam Investments June 2008 - November 2010
Wilmington Trust January 2008 - May 2008
Commerce Bank April 2007 - November 2007
Gulfstream Aerospace February 2007 - April 2007
JPMorgan Chase August 2002 - September 2006
MISI Company August 2002 - September 2006
Skills
Virtualization, VMware ESX, Wise Installer, Project Management, SCCM, VBScript, VMware, System Deployment, Active Directory, Application Packaging, Orca, Citrix, Software Packaging, Windows Server, Scripting, Windows 7, App-V, Troubleshooting, XP, Disaster Recovery, IIS, Microsoft Exchange, MSI, IT Strategy, System Administration, Servers, Operating Systems, VDI, Data Center, Group Policy, Citrix Metaframe, DNS, Incident Management, IT Management, Microsoft SQL Server, ITIL, Enterprise Architecture, InstallShield, Networking, TCP/IP, SharePoint, Quality Assurance, Infrastructure, Technical Support, Visio, Powershell, Application..., Microsoft Technologies, IT Operations, Software Installation
Education
City University of New York-College of Staten Island 1996 — 1997
None, Computer Science
New Utrecht High School 1992 — 1996
Sports Medicine Graduate, Sports Medicine
JPMorgan Chase & Co. May 2015 - Present
Societe Generale July 2014 - April 2015
TD Ameritrade September 2012 - July 2014
JPMorganChase November 2010 - August 2012
Putnam Investments June 2008 - November 2010
Wilmington Trust January 2008 - May 2008
Commerce Bank April 2007 - November 2007
Gulfstream Aerospace February 2007 - April 2007
JPMorgan Chase August 2002 - September 2006
MISI Company August 2002 - September 2006
Skills
Virtualization, VMware ESX, Wise Installer, Project Management, SCCM, VBScript, VMware, System Deployment, Active Directory, Application Packaging, Orca, Citrix, Software Packaging, Windows Server, Scripting, Windows 7, App-V, Troubleshooting, XP, Disaster Recovery, IIS, Microsoft Exchange, MSI, IT Strategy, System Administration, Servers, Operating Systems, VDI, Data Center, Group Policy, Citrix Metaframe, DNS, Incident Management, IT Management, Microsoft SQL Server, ITIL, Enterprise Architecture, InstallShield, Networking, TCP/IP, SharePoint, Quality Assurance, Infrastructure, Technical Support, Visio, Powershell, Application..., Microsoft Technologies, IT Operations, Software Installation
Education
City University of New York-College of Staten Island 1996 — 1997
None, Computer Science
New Utrecht High School 1992 — 1996
Sports Medicine Graduate, Sports Medicine
Jim Hayes's Putnam Investments Experience January 1993 - June 1993
Job Assistant United States Attorney at United States Attorney's Office for the Southern District of Florida
Industry Law Practice
Experience
United States Attorney's Office for the Southern District of Florida January 2013 - Present
U.S. Department of Justice November 2010 - December 2012
Morvillo Abramowitz Grand Iason Anello & Bohrer May 2007 - November 2010
Williams & Connolly LLP February 2003 - April 2007
United States District Court for the District of Massachusetts, Hon. William G. Young January 2002 - January 2003
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2001 - December 2001
Morvillo Abramowitz Grand Iason Anello & Bohrer December 1997 - August 1998
United States Peace Corps, Khmelnitsky, UKRAINE June 1993 - July 1995
Putnam Investments January 1993 - June 1993
Skills
Securities Litigation, Litigation, Commercial Litigation, Appeals, White Collar Criminal..., Legal Research, Civil Litigation, Corporate Law, Criminal Defense, Legal Writing, Culinary Skills, Sports Injuries, Ballroom Dance, Rhetorical Analysis, Class Actions, Criminal Law, Courts, Westlaw, Securities Regulation, Trial Practice, Trials, FCPA, Administrative Law, Mediation, Intellectual Property, Torts, Appellate Practice, Litigation Support, Lexis, Patent Litigation, Product Liability, Hearings, Immigration Law, Competition Law, Constitutional Law, Jury Trials, Employment..., Depositions
Education
Columbia University School of Law 1998 — 2001
J.D.
Trinity College, Dublin 1995 — 1996
Master of Philosophy (M.Phil.), Anglo-Irish Literature
Colby College 1987 — 1992
Bachelor of Arts (B.A.), English and History
Boston College High School 1984 — 1987
Nobles and Greenough 1983 — 1984
Friends Academy 1981 — 1983
United States Attorney's Office for the Southern District of Florida January 2013 - Present
U.S. Department of Justice November 2010 - December 2012
Morvillo Abramowitz Grand Iason Anello & Bohrer May 2007 - November 2010
Williams & Connolly LLP February 2003 - April 2007
United States District Court for the District of Massachusetts, Hon. William G. Young January 2002 - January 2003
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2001 - December 2001
Morvillo Abramowitz Grand Iason Anello & Bohrer December 1997 - August 1998
United States Peace Corps, Khmelnitsky, UKRAINE June 1993 - July 1995
Putnam Investments January 1993 - June 1993
Skills
Securities Litigation, Litigation, Commercial Litigation, Appeals, White Collar Criminal..., Legal Research, Civil Litigation, Corporate Law, Criminal Defense, Legal Writing, Culinary Skills, Sports Injuries, Ballroom Dance, Rhetorical Analysis, Class Actions, Criminal Law, Courts, Westlaw, Securities Regulation, Trial Practice, Trials, FCPA, Administrative Law, Mediation, Intellectual Property, Torts, Appellate Practice, Litigation Support, Lexis, Patent Litigation, Product Liability, Hearings, Immigration Law, Competition Law, Constitutional Law, Jury Trials, Employment..., Depositions
Education
Columbia University School of Law 1998 — 2001
J.D.
Trinity College, Dublin 1995 — 1996
Master of Philosophy (M.Phil.), Anglo-Irish Literature
Colby College 1987 — 1992
Bachelor of Arts (B.A.), English and History
Boston College High School 1984 — 1987
Nobles and Greenough 1983 — 1984
Friends Academy 1981 — 1983
Barbara Lopes-Spyropulos's Putnam Investments Experience 1997 - 2005
Job Executive Assistant/Finance Coordinator at Dyax Corp
Industry Biotechnology
Experience
Dyax Corp October 2008 - Present
Enanta Pharmaceuticals November 2007 - October 2008
All Things in Place January 2007 - October 2008
Mercer HR Services January 2005 - March 2006
Putnam Investments 1997 - 2005
Houghton Mifflin Company 1990 - 1997
Massachusetts General Hospital 1987 - 1990
Education
College of Our Lady of the Elms 1982 — 1986
Bachelor of Arts (BA), Business Administration and Management, General
Dyax Corp October 2008 - Present
Enanta Pharmaceuticals November 2007 - October 2008
All Things in Place January 2007 - October 2008
Mercer HR Services January 2005 - March 2006
Putnam Investments 1997 - 2005
Houghton Mifflin Company 1990 - 1997
Massachusetts General Hospital 1987 - 1990
Education
College of Our Lady of the Elms 1982 — 1986
Bachelor of Arts (BA), Business Administration and Management, General
Matt Doody's Putnam Investments Experience July 2003 - Present
Job Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2003 - Present
Education
Colgate University 1999 — 2003
Putnam Investments July 2003 - Present
Education
Colgate University 1999 — 2003
Matthew Frymier's Putnam Investments Experience June 1990 - June 1992
Job Managing Partner at Corrum Capital Management LLC
Industry Venture Capital & Private Equity
Experience
Corrum Capital Management LLC January 2013 - Present
Stamos Capital October 2010 - December 2013
BATS Trading February 2009 - October 2010
Sterling Stamos January 2009 - October 2010
FXall January 2007 - October 2010
Incapital January 2002 - October 2010
Bank of America 1994 - October 2010
Standard Chartered Bank 1992 - 1994
Putnam Investments June 1990 - June 1992
Skills
Equities, Private Equity, Capital Markets, Hedge Funds, Fixed Income, Alternative Investments, Investment Banking, Asset Managment, Valuation, Wealth Management, Portfolio Management, FX Options, Asset Management, Credit, Funding, Capital, Venture Capital, Emerging Markets, Strategy, Investments, Due Diligence, Management, Mergers & Acquisitions
Education
Colby College 1986 — 1990
Corrum Capital Management LLC January 2013 - Present
Stamos Capital October 2010 - December 2013
BATS Trading February 2009 - October 2010
Sterling Stamos January 2009 - October 2010
FXall January 2007 - October 2010
Incapital January 2002 - October 2010
Bank of America 1994 - October 2010
Standard Chartered Bank 1992 - 1994
Putnam Investments June 1990 - June 1992
Skills
Equities, Private Equity, Capital Markets, Hedge Funds, Fixed Income, Alternative Investments, Investment Banking, Asset Managment, Valuation, Wealth Management, Portfolio Management, FX Options, Asset Management, Credit, Funding, Capital, Venture Capital, Emerging Markets, Strategy, Investments, Due Diligence, Management, Mergers & Acquisitions
Education
Colby College 1986 — 1990
Rick Berry CRPC ®'s Putnam Investments Experience November 2001 - October 2005
Job Director, Affiliated Business Development at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2012 - Present
Healey & Associates September 2010 - January 2012
TD Bank Group July 2008 - June 2009
Foreside Advisory Network March 2007 - May 2008
Bank of America October 2005 - March 2007
Putnam Investments November 2001 - October 2005
Skills
Series 7, Series 63, Series 65, Chartered Retirement..., Mutual Funds, Wealth Management, Asset Allocation, Investments, Alternative Investments, Series 6, Investment Advisory, Investment Strategies, Retirement Planning, ETFs, Separately Managed..., Asset Managment, Fixed Income, Securities, Strategic Financial..., Retirement, 401k, Fixed Annuities, Finance
Education
College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counsler, Financial Services
University of Maine 1996 — 2000
Bachelor of General Studies, Business
TIAA-CREF August 2012 - Present
Healey & Associates September 2010 - January 2012
TD Bank Group July 2008 - June 2009
Foreside Advisory Network March 2007 - May 2008
Bank of America October 2005 - March 2007
Putnam Investments November 2001 - October 2005
Skills
Series 7, Series 63, Series 65, Chartered Retirement..., Mutual Funds, Wealth Management, Asset Allocation, Investments, Alternative Investments, Series 6, Investment Advisory, Investment Strategies, Retirement Planning, ETFs, Separately Managed..., Asset Managment, Fixed Income, Securities, Strategic Financial..., Retirement, 401k, Fixed Annuities, Finance
Education
College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counsler, Financial Services
University of Maine 1996 — 2000
Bachelor of General Studies, Business
Christopher Colby's Putnam Investments Experience September 2001 - April 2003
Job Regional Sales Representative at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments 2005 - Present
Sentinel Investments 2003 - 2005
Wells River Savings Bank June 1999 - May 2003
Putnam Investments September 2001 - April 2003
Putnam 2001 - 2003
Education
Champlain College 1999 — 2003
Blue Mountain Union High School 1995 — 1999
Sentinel Investments 2005 - Present
Sentinel Investments 2003 - 2005
Wells River Savings Bank June 1999 - May 2003
Putnam Investments September 2001 - April 2003
Putnam 2001 - 2003
Education
Champlain College 1999 — 2003
Blue Mountain Union High School 1995 — 1999
Jay Cushing, CFA's Putnam Investments Experience 1998 - Present
Job Global Credit Research Putnam Investments
Industry Financial Services
Experience
Putnam Investments 1998 - Present
MetLife August 1995 - May 1998
Skills
Hedge Funds, Bloomberg, Investments, Asset Management, Credit Derivatives, Capital Markets, Financial Risk, Financial Modeling, Fixed Income, Valuation, Equities, Portfolio Management, Bonds, Leveraged Finance, Analysis, Trading, Business Analysis, Investment Banking, Financial Services, Securities
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA
Colgate University
BA
Putnam Investments 1998 - Present
MetLife August 1995 - May 1998
Skills
Hedge Funds, Bloomberg, Investments, Asset Management, Credit Derivatives, Capital Markets, Financial Risk, Financial Modeling, Fixed Income, Valuation, Equities, Portfolio Management, Bonds, Leveraged Finance, Analysis, Trading, Business Analysis, Investment Banking, Financial Services, Securities
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA
Colgate University
BA
JoAnn Ignelzi's Putnam Investments Experience January 1998 - October 1998
Job Systems Consutant Financial Services Information Technology Professional
Industry Information Technology and Services
Experience
Cambridge School of Culinary Arts 2005 - Present
Share Our Strength 2005 - Present
Privately Held Company February 2007 - April 2007
Equiserve January 1998 - December 2003
BankBoston 1995 - 2000
Putnam Investments January 1998 - October 1998
State Street January 1984 - December 1995
Education
City University of New York-Herbert H. Lehman College 1975 — 1977
Masters, Mathematics Education
Fordham University 1969 — 1973
Cambridge School of Culinary Arts 2005 - Present
Share Our Strength 2005 - Present
Privately Held Company February 2007 - April 2007
Equiserve January 1998 - December 2003
BankBoston 1995 - 2000
Putnam Investments January 1998 - October 1998
State Street January 1984 - December 1995
Education
City University of New York-Herbert H. Lehman College 1975 — 1977
Masters, Mathematics Education
Fordham University 1969 — 1973
Anthony Mazzariello's Putnam Investments Experience 1993 - 1998
Job Vice President at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2009 - Present
Sovereign Bank 2008 - September 2009
Goldman Sachs & Company 2005 - 2008
OppenheimerFunds 1998 - 2005
Putnam Investments 1993 - 1998
Putnam Investments 1993 - 1998
Education
Castleton University 1989 — 1993
OppenheimerFunds September 2009 - Present
Sovereign Bank 2008 - September 2009
Goldman Sachs & Company 2005 - 2008
OppenheimerFunds 1998 - 2005
Putnam Investments 1993 - 1998
Putnam Investments 1993 - 1998
Education
Castleton University 1989 — 1993
ToMarah Hutton's Putnam Investments Experience September 1999 - October 2000
Job Office Manager at ADA Medical Ltd
Industry Research
Experience
ADA Medical Ltd August 2007 - August 2009
Sun Life Financial October 2000 - October 2004
Putnam Investments September 1999 - October 2000
Haggar Clothing Co. April 1997 - September 1999
Skills
Networking, New Business Development, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Database Administration, Policy, Training, Teamwork, Team Building, Process Scheduler, Administrative..., Management, Project Management, Windows, Customer Service, Outlook, Sales, Budgets, Recruiting, Accounting, Process Improvement
Education
Clinton Community College 1993 — 1994
Peru Central High School 1990 — 1993
General Diploma
ADA Medical Ltd August 2007 - August 2009
Sun Life Financial October 2000 - October 2004
Putnam Investments September 1999 - October 2000
Haggar Clothing Co. April 1997 - September 1999
Skills
Networking, New Business Development, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Database Administration, Policy, Training, Teamwork, Team Building, Process Scheduler, Administrative..., Management, Project Management, Windows, Customer Service, Outlook, Sales, Budgets, Recruiting, Accounting, Process Improvement
Education
Clinton Community College 1993 — 1994
Peru Central High School 1990 — 1993
General Diploma
Deanna White's Putnam Investments Experience 1989 - 1994
Job Senior Organization Development Consultant at Northeast Utilities
Industry Utilities
Experience
NSTAR, now Eversource Energy November 2014 - Present
Northeast Utilities August 2012 - November 2014
NSTAR December 2002 - August 2012
NSTAR December 2002 - November 2008
Fidelity Investments 1994 - 2002
Putnam Investments 1989 - 1994
Skills
Succession Planning, Talent Management, Performance Management, Employee Engagement, Change Management, Organizational..., Leadership Development, Organizational..., Onboarding, Employee Relations, Talent Acquisition, Human Resources, Training, Workforce Planning, PeopleSoft, Leadership
Education
Lesley University 1990 — 1992
Masters, Management
Central Michigan University 1978 — 1983
BS, Business, German
Central Michigan University 1978 — 1983
Bachelor of Science (B.S.), Business Administration and German
NSTAR, now Eversource Energy November 2014 - Present
Northeast Utilities August 2012 - November 2014
NSTAR December 2002 - August 2012
NSTAR December 2002 - November 2008
Fidelity Investments 1994 - 2002
Putnam Investments 1989 - 1994
Skills
Succession Planning, Talent Management, Performance Management, Employee Engagement, Change Management, Organizational..., Leadership Development, Organizational..., Onboarding, Employee Relations, Talent Acquisition, Human Resources, Training, Workforce Planning, PeopleSoft, Leadership
Education
Lesley University 1990 — 1992
Masters, Management
Central Michigan University 1978 — 1983
BS, Business, German
Central Michigan University 1978 — 1983
Bachelor of Science (B.S.), Business Administration and German
Kevin Feeley's Putnam Investments Experience January 2007 - Present
Job Senior Operations Leader
Industry Financial Services
Experience
Putnam Investments January 2007 - Present
Putnam Investments January 2005 - January 2007
Putnam Investments April 2002 - January 2005
Putnam Investments October 1995 - March 2002
Education
College of the Holy Cross 1991 — 1995
Putnam Investments January 2007 - Present
Putnam Investments January 2005 - January 2007
Putnam Investments April 2002 - January 2005
Putnam Investments October 1995 - March 2002
Education
College of the Holy Cross 1991 — 1995
Eben Wheeler, CFP®'s Putnam Investments Experience April 1996 - May 2000
Job Defined Contribution Director at BlackRock
Industry Investment Management
Experience
BlackRock January 2015 - Present
BlackRock April 2010 - December 2014
Columbia Management September 2009 - April 2010
Columbia Management July 2002 - April 2010
Emplanet Inc June 2000 - May 2002
Putnam Investments April 1996 - May 2000
Passaconaway Country Club July 1992 - October 1996
Skills
401k, Retirement, Alternative Investments, Asset Allocation, Defined Benefit, Defined Contribution, ERISA, Investment Advisory, Investments, Mutual Funds, Pensions, Retirement Planning, Separately Managed..., Series 24, Series 6, Series 63, Series 7, Strategic Financial..., Wealth Management
Education
College for Financial Planning 2004 — 2008
CFP Certification Program
University of New Hampshire 1991 — 1995
BlackRock January 2015 - Present
BlackRock April 2010 - December 2014
Columbia Management September 2009 - April 2010
Columbia Management July 2002 - April 2010
Emplanet Inc June 2000 - May 2002
Putnam Investments April 1996 - May 2000
Passaconaway Country Club July 1992 - October 1996
Skills
401k, Retirement, Alternative Investments, Asset Allocation, Defined Benefit, Defined Contribution, ERISA, Investment Advisory, Investments, Mutual Funds, Pensions, Retirement Planning, Separately Managed..., Series 24, Series 6, Series 63, Series 7, Strategic Financial..., Wealth Management
Education
College for Financial Planning 2004 — 2008
CFP Certification Program
University of New Hampshire 1991 — 1995
Catherine Pucci's Putnam Investments Experience 1997 - 2000
Job Benefits Manager at American Dental Partners
Industry Human Resources
Experience
American Dental Partners July 2013 - Present
John Hancock October 2010 - July 2013
John Hancock August 2007 - October 2010
MFS Investment Management 2005 - 2007
ADP Retirement Services 2003 - 2005
ADP Retirement Services 2000 - 2003
Putnam Investments 1997 - 2000
Skills
Pensions, Retirement, ERISA, Customer Relations, Customer Service, Account Management, PowerPoint, Excel, Vendor Management, Lotus Notes, Word, Team Building, Problem Solving, Microsoft Office, Vendor Relations, Benefits Administration, Call Center, 401k, Series 63, FINRA, Employee Benefits, Mutual Funds, Defined Benefit, Series 6, Retirement Planning, Defined Contribution, Deferred Compensation, Process Improvement, Onboarding, Human Resources, Financial Services, Relationship Management, Project Management, Performance Management, Succession Planning, Health Insurance, Change Management, Training, Data Analysis, Qualified Retirement..., Retirement Benefits, Employee Wellness..., Workday, New Hire Orientations, Employee Wellness, Life Insurance, Microsoft Excel
Education
Castleton State College 1992 — 1994
University of Vermont 1990 — 1992
Champlain College 1987 — 1990
American Dental Partners July 2013 - Present
John Hancock October 2010 - July 2013
John Hancock August 2007 - October 2010
MFS Investment Management 2005 - 2007
ADP Retirement Services 2003 - 2005
ADP Retirement Services 2000 - 2003
Putnam Investments 1997 - 2000
Skills
Pensions, Retirement, ERISA, Customer Relations, Customer Service, Account Management, PowerPoint, Excel, Vendor Management, Lotus Notes, Word, Team Building, Problem Solving, Microsoft Office, Vendor Relations, Benefits Administration, Call Center, 401k, Series 63, FINRA, Employee Benefits, Mutual Funds, Defined Benefit, Series 6, Retirement Planning, Defined Contribution, Deferred Compensation, Process Improvement, Onboarding, Human Resources, Financial Services, Relationship Management, Project Management, Performance Management, Succession Planning, Health Insurance, Change Management, Training, Data Analysis, Qualified Retirement..., Retirement Benefits, Employee Wellness..., Workday, New Hire Orientations, Employee Wellness, Life Insurance, Microsoft Excel
Education
Castleton State College 1992 — 1994
University of Vermont 1990 — 1992
Champlain College 1987 — 1990
John Wysocki's Putnam Investments Experience April 1996 - September 2000
Job Head of Cash, Compliance, Fixed Income and Trading Technology at State Street Global Advisors
Industry Information Technology and Services
Experience
State Street Global Advisors August 2008 - Present
State Street Global Advisors March 2007 - August 2008
Putnam Investments April 1996 - September 2000
Skills
Trading Systems, Fixed Income, Electronic Trading, Bloomberg, Risk Management, Hedge Funds, Trading, Equities, Derivatives, Portfolio Management, Financial Markets, Securities, FX Options, Asset Management, Alternative Investments, Mutual Funds, Equity Trading
Education
College of the Holy Cross 1989 — 1993
State Street Global Advisors August 2008 - Present
State Street Global Advisors March 2007 - August 2008
Putnam Investments April 1996 - September 2000
Skills
Trading Systems, Fixed Income, Electronic Trading, Bloomberg, Risk Management, Hedge Funds, Trading, Equities, Derivatives, Portfolio Management, Financial Markets, Securities, FX Options, Asset Management, Alternative Investments, Mutual Funds, Equity Trading
Education
College of the Holy Cross 1989 — 1993
Ross DeLuca, CRPC®'s Putnam Investments Experience 1992 - 1996
Job Manager, Investment Services
Industry Financial Services
Experience
Bridgewater Credit Union October 2007 - Present
Bridgewater State University September 2005 - Present
UBS Wealth Management 2006 - 2007
Benefit Concepts 2004 - 2006
State Street 1998 - 2004
Signature Financial Partners, LLC a member of John Hancock Financial Network 1996 - 1998
Putnam Investments 1992 - 1996
Skills
Retirement Planning, Financial Services, Mutual Funds, Coaching, Retirement, Investment Advisory, Portfolio Management, Wealth Management, Training, Public Speaking, Pension Administration, Asset Management, Financial Analysis, Fixed Annuities, Asset Allocation, Insurance, Series 7, Pension Systems, Client Education, E-Learning, Investments, Leadership, Finance, Management, Financial Planning, Financial Advisory, Securities, 401k, Banking
Education
Bridgewater State University 1997 — 2000
M.A., Communication
College for Financial Planning
Chartered Retirement Planning Counselor / CRPC
Johnson and Wales University 1990 — 1993
B.S., Management
MacEwan University, Edmonton, Canada
Management
Bridgewater Credit Union October 2007 - Present
Bridgewater State University September 2005 - Present
UBS Wealth Management 2006 - 2007
Benefit Concepts 2004 - 2006
State Street 1998 - 2004
Signature Financial Partners, LLC a member of John Hancock Financial Network 1996 - 1998
Putnam Investments 1992 - 1996
Skills
Retirement Planning, Financial Services, Mutual Funds, Coaching, Retirement, Investment Advisory, Portfolio Management, Wealth Management, Training, Public Speaking, Pension Administration, Asset Management, Financial Analysis, Fixed Annuities, Asset Allocation, Insurance, Series 7, Pension Systems, Client Education, E-Learning, Investments, Leadership, Finance, Management, Financial Planning, Financial Advisory, Securities, 401k, Banking
Education
Bridgewater State University 1997 — 2000
M.A., Communication
College for Financial Planning
Chartered Retirement Planning Counselor / CRPC
Johnson and Wales University 1990 — 1993
B.S., Management
MacEwan University, Edmonton, Canada
Management
Jen Santini's Putnam Investments Experience July 2006 - July 2007
Job Attorney at Sykora & Santini PLLP
Industry Law Practice
Experience
EPILAWG October 2010 - Present
Sykora & Santini PLLP May 2010 - Present
MFS Investment Management January 2008 - May 2009
McCormick Law Office October 2007 - December 2007
Putnam Investments July 2006 - July 2007
Putnam Investments September 2004 - July 2006
Skills
Estate Planning
Education
New England School of Law 2005 — 2009
JD
William Mitchell College of Law 2007 — 2007
Colby College 1999 — 2004
BA
EPILAWG October 2010 - Present
Sykora & Santini PLLP May 2010 - Present
MFS Investment Management January 2008 - May 2009
McCormick Law Office October 2007 - December 2007
Putnam Investments July 2006 - July 2007
Putnam Investments September 2004 - July 2006
Skills
Estate Planning
Education
New England School of Law 2005 — 2009
JD
William Mitchell College of Law 2007 — 2007
Colby College 1999 — 2004
BA
Bill Aikman's Putnam Investments Experience 2000 - 2005
Job Product Marketing Specialist at Sentinel Investments
Industry Investment Management
Experience
Sentinel Investments May 2015 - Present
Dartmouth Journal Services July 2012 - May 2015
Conning April 2012 - July 2012
Dwight Asset Management June 2005 - June 2011
Putnam Investments 2000 - 2005
Putnam Investments 1994 - 2000
Skills
Portfolio Management, Project Management, Fixed Income, Risk Management
Education
Champlain College 2003 — 2006
Master of Science, Managing Innovation and Information Technology
State University of New York College at Oneonta 1987 — 1991
Bachelor of Science (BS), Business/Economics
Sentinel Investments May 2015 - Present
Dartmouth Journal Services July 2012 - May 2015
Conning April 2012 - July 2012
Dwight Asset Management June 2005 - June 2011
Putnam Investments 2000 - 2005
Putnam Investments 1994 - 2000
Skills
Portfolio Management, Project Management, Fixed Income, Risk Management
Education
Champlain College 2003 — 2006
Master of Science, Managing Innovation and Information Technology
State University of New York College at Oneonta 1987 — 1991
Bachelor of Science (BS), Business/Economics
Karen Walsh's Putnam Investments Experience February 1992 - Present
Job Director at Putnam Investments
Industry Financial Services
Experience
Putnam Investments February 1992 - Present
Boston Financial Data Services October 1988 - February 1992
Education
Colby College 1984 — 1988
B.A., Government
Putnam Investments February 1992 - Present
Boston Financial Data Services October 1988 - February 1992
Education
Colby College 1984 — 1988
B.A., Government
Amy Iliescu's Putnam Investments Experience November 1999 - April 2005
Job VP, Retirement Solutions and Annuity Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2009 - Present
Banc of America Securities January 2009 - October 2009
Bank of America January 2008 - January 2009
Bank of America April 2005 - January 2008
Putnam Investments November 1999 - April 2005
Skills
401k, Stocks, Retirement, Fixed Annuities
Education
Endicott College 2001 — 2003
MBA
Clark University 1995 — 1999
BA, Biology
Merrill Lynch October 2009 - Present
Banc of America Securities January 2009 - October 2009
Bank of America January 2008 - January 2009
Bank of America April 2005 - January 2008
Putnam Investments November 1999 - April 2005
Skills
401k, Stocks, Retirement, Fixed Annuities
Education
Endicott College 2001 — 2003
MBA
Clark University 1995 — 1999
BA, Biology
Jan S Gundersen's Putnam Investments Experience October 1999 - August 2005
Job Managing Director, Advice & Planning at TIAACREF
Industry Investment Management
Experience
TIAA-CREF 2012 - Present
BAC/ Merrill Lynch Wealth Management January 2009 - September 2012
Bank of America November 2008 - January 2009
Putnam Investments October 1999 - August 2005
Putnam Investments 1999 - 2005
Skills
CFA, Chartered Financial..., Business Development, Series 7, Alternative Investments, Product Management
Education
Texas A&M University 1994 — 1997
MS, Oceanography
Colgate University 1990 — 1994
BA, Geology/Physics
TIAA-CREF 2012 - Present
BAC/ Merrill Lynch Wealth Management January 2009 - September 2012
Bank of America November 2008 - January 2009
Putnam Investments October 1999 - August 2005
Putnam Investments 1999 - 2005
Skills
CFA, Chartered Financial..., Business Development, Series 7, Alternative Investments, Product Management
Education
Texas A&M University 1994 — 1997
MS, Oceanography
Colgate University 1990 — 1994
BA, Geology/Physics
Jayamohan Krishnasamy's Putnam Investments Experience July 2011 - Present
Job Java/J2EE Developer at Horizon International
Industry Information Technology and Services
Experience
Putnam Investments July 2011 - Present
Putnam Investments July 2011 - Present
Special Metals March 2010 - July 2011
Express Scripts July 2009 - March 2010
GSS America March 2005 - December 2006
Nevis Networks 2005 - 2005
Skills
Java Enterprise Edition, Java, SOA, XML, Software Development, Linux, Software Project..., Solution Architecture, Business Analysis, Project Management, TCP/IP, Hibernate, Spring
Education
Wichita State University 2001 — 2007
MS, Computer Science
Coimbatore Institute of Technology 1995 — 1999
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Putnam Investments July 2011 - Present
Putnam Investments July 2011 - Present
Special Metals March 2010 - July 2011
Express Scripts July 2009 - March 2010
GSS America March 2005 - December 2006
Nevis Networks 2005 - 2005
Skills
Java Enterprise Edition, Java, SOA, XML, Software Development, Linux, Software Project..., Solution Architecture, Business Analysis, Project Management, TCP/IP, Hibernate, Spring
Education
Wichita State University 2001 — 2007
MS, Computer Science
Coimbatore Institute of Technology 1995 — 1999
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Gayle DiMasi's Putnam Investments Experience August 2000 - March 2006
Job Financial ReviewAdministrative Assistant at State of Vermont
Industry Education Management
Experience
State of Vermont June 2014 - Present
State of Vermont December 2012 - Present
Vermont 211/United Ways of Chittenden County September 2009 - December 2012
AIRS September 2009 - December 2012
United Way of Chittenden County 2009 - December 2012
Vermont Parent Information Center 2006 - 2009
Putnam Investments August 2000 - March 2006
Vermont National Bank 1988 - 1989
Skills
Non-profits, Public Speaking, Fundraising, Grant Writing, Newsletters, Event Planning, Marketing Communications, Customer Service, Social Media, Event Management, Social Networking, Community Outreach, Strategic Planning, Community Development, Nonprofits, Community Organizing, Program Development, Leadership Development, Editing, Research, Grants, Organizational..., Workshop Facilitation
Education
Keene State College 1983 — 1987
B.S., Management/Marketing
Champlain College
Non-Profit Management Certification
State of Vermont June 2014 - Present
State of Vermont December 2012 - Present
Vermont 211/United Ways of Chittenden County September 2009 - December 2012
AIRS September 2009 - December 2012
United Way of Chittenden County 2009 - December 2012
Vermont Parent Information Center 2006 - 2009
Putnam Investments August 2000 - March 2006
Vermont National Bank 1988 - 1989
Skills
Non-profits, Public Speaking, Fundraising, Grant Writing, Newsletters, Event Planning, Marketing Communications, Customer Service, Social Media, Event Management, Social Networking, Community Outreach, Strategic Planning, Community Development, Nonprofits, Community Organizing, Program Development, Leadership Development, Editing, Research, Grants, Organizational..., Workshop Facilitation
Education
Keene State College 1983 — 1987
B.S., Management/Marketing
Champlain College
Non-Profit Management Certification
Chip Robie's Putnam Investments Experience April 2003 - March 2008
Job Investment Management Professional
Industry Investment Management
Experience
QuantShares May 2011 - Present
Advent International August 2010 - Present
Putnam Investments April 2003 - March 2008
United Asset Management April 1992 - November 2001
Ropes & Gray September 1987 - March 1992
Education
Duke University 1984 — 1987
JD, MA (history)
Harvard University 1978 — 1982
AB, government
Choate Rosemary Hall 1975 — 1978
QuantShares May 2011 - Present
Advent International August 2010 - Present
Putnam Investments April 2003 - March 2008
United Asset Management April 1992 - November 2001
Ropes & Gray September 1987 - March 1992
Education
Duke University 1984 — 1987
JD, MA (history)
Harvard University 1978 — 1982
AB, government
Choate Rosemary Hall 1975 — 1978
Roy DiNicola's Putnam Investments Experience June 1990 - February 2005
Job Business Development at GMO, LLC
Industry Investment Management
Experience
GMO, LLC September 2009 - Present
Numeric Investors March 2005 - September 2009
Putnam Investments June 1990 - February 2005
Education
Babson College 1995 — 2000
MBA, Business
Clark University 1986 — 1990
BA, Government/Asian Studies
GMO, LLC September 2009 - Present
Numeric Investors March 2005 - September 2009
Putnam Investments June 1990 - February 2005
Education
Babson College 1995 — 2000
MBA, Business
Clark University 1986 — 1990
BA, Government/Asian Studies
Debra Shackleton Antonangeli's Putnam Investments Experience July 1994 - July 2001
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2013 - Present
RR Donnelley July 2001 - January 2013
GCom Solutions 2001 - 2008
Putnam Investments July 1994 - July 2001
Skills
Product Management, Business Analysis, Sales, Business Development, Project Management, Process Improvement, Management, Analytics
Education
Northeastern University 1997 — 1998
Certificate, Accounting
Clarkson University 1990 — 1992
BS, Business Administration
JPMorgan Chase January 2013 - Present
RR Donnelley July 2001 - January 2013
GCom Solutions 2001 - 2008
Putnam Investments July 1994 - July 2001
Skills
Product Management, Business Analysis, Sales, Business Development, Project Management, Process Improvement, Management, Analytics
Education
Northeastern University 1997 — 1998
Certificate, Accounting
Clarkson University 1990 — 1992
BS, Business Administration
Sanjoy Ghosh's Putnam Investments Experience 2000 - 2004
Job Chief Investment Officer at Covestor (Interactive Brokers)
Industry Investment Management
Experience
Covestor (Interactive Brokers) 2013 - Present
PanAgora Asset Management 2004 - 2013
Putnam Investments 2000 - 2004
Skills
Portfolio Management, Investment Strategies, Strategic Leadership, Investments, Equities, CIO, Hedge Funds, Investment Management, Asset Management, Alternative Investments, Valuation
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Ph.D, Finance
University of Pennsylvania - The Wharton School 1996 — 1998
MSC, Finance
Colgate University 1992 — 1996
BA, Math, Economics
Covestor (Interactive Brokers) 2013 - Present
PanAgora Asset Management 2004 - 2013
Putnam Investments 2000 - 2004
Skills
Portfolio Management, Investment Strategies, Strategic Leadership, Investments, Equities, CIO, Hedge Funds, Investment Management, Asset Management, Alternative Investments, Valuation
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Ph.D, Finance
University of Pennsylvania - The Wharton School 1996 — 1998
MSC, Finance
Colgate University 1992 — 1996
BA, Math, Economics
Frank LoPiccolo's Putnam Investments Experience 1993 - 1994
Job Senior Vice President
Industry Consumer Services
Experience
Optum May 2014 - Present
AARP Services Co. September 2005 - April 2014
AARP Financial, Inc (AFI) 2005 - 2006
CDC IXIS Asset Management Services 2003 - 2005
CDC IXIS Asset Management Services 1998 - 2003
ALLMERICA FINANCIAL 1994 - 1997
Putnam Investments 1993 - 1994
440 Financial Group 1990 - 1993
Boston Financial Data Services 1988 - 1990
Fidelity Investments 1979 - 1988
Skills
Strategic Planning, Non-profits, Program Management, Strategic Communications, Project Management, Quality Management, Operations Management, Executive Management, Strategic Financial..., Change Management, Leadership, Start-ups, CRM, Financial Analysis, Training, Management, Analysis, Outsourcing, Financial Services, Contract Negotiation, Process Improvement, Human Resources, Finance, Recruiting
Education
Villanova University 2011 — 2012
Advanced Master Certificate in Six Sigma, Lean Six Sigma & Master Black Belt Certification
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
MBA, Finance
College for Financial Planning
Certified Financial Planner, Financial Planning and Services
Optum May 2014 - Present
AARP Services Co. September 2005 - April 2014
AARP Financial, Inc (AFI) 2005 - 2006
CDC IXIS Asset Management Services 2003 - 2005
CDC IXIS Asset Management Services 1998 - 2003
ALLMERICA FINANCIAL 1994 - 1997
Putnam Investments 1993 - 1994
440 Financial Group 1990 - 1993
Boston Financial Data Services 1988 - 1990
Fidelity Investments 1979 - 1988
Skills
Strategic Planning, Non-profits, Program Management, Strategic Communications, Project Management, Quality Management, Operations Management, Executive Management, Strategic Financial..., Change Management, Leadership, Start-ups, CRM, Financial Analysis, Training, Management, Analysis, Outsourcing, Financial Services, Contract Negotiation, Process Improvement, Human Resources, Finance, Recruiting
Education
Villanova University 2011 — 2012
Advanced Master Certificate in Six Sigma, Lean Six Sigma & Master Black Belt Certification
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
MBA, Finance
College for Financial Planning
Certified Financial Planner, Financial Planning and Services
Elias Rangel's Putnam Investments Experience May 2008 - August 2008
Job Summer Associate, Strategy & Operations at Deloitte
Industry Management Consulting
Experience
The Posse Foundation May 2012 - Present
Deloitte June 2015 - August 2015
Lockton Companies November 2012 - August 2014
Bank of the West June 2010 - October 2012
UCLA Anderson Riordan MBA Fellows Program September 2011 - May 2012
The Posse Foundation September 2009 - April 2012
Bank of the West June 2009 - June 2010
Putnam Investments May 2008 - August 2008
Bank of the West June 2007 - December 2007
Skills
Investments, Finance, Analysis, Portfolio Management, Financial Analysis, Public Speaking, Professional Mentoring, Project Management, Microsoft Excel, Microsoft Office, Fundraising
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Management Consulting
Claremont McKenna College 2005 — 2009
B.A., Economics
The Posse Foundation May 2012 - Present
Deloitte June 2015 - August 2015
Lockton Companies November 2012 - August 2014
Bank of the West June 2010 - October 2012
UCLA Anderson Riordan MBA Fellows Program September 2011 - May 2012
The Posse Foundation September 2009 - April 2012
Bank of the West June 2009 - June 2010
Putnam Investments May 2008 - August 2008
Bank of the West June 2007 - December 2007
Skills
Investments, Finance, Analysis, Portfolio Management, Financial Analysis, Public Speaking, Professional Mentoring, Project Management, Microsoft Excel, Microsoft Office, Fundraising
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Management Consulting
Claremont McKenna College 2005 — 2009
B.A., Economics
Sharon Washburn's Putnam Investments Experience October 1994 - April 1998
Job Client Services
Industry Investment Management
Experience
Ascensus October 2013 - Present
Oh-Yumm Bakery February 2012 - December 2014
Fleet Bank April 2002 - September 2003
Putnam Investments October 1994 - April 1998
Skills
Client Relationship..., Direct Sales, Office Management, Series 63, Marketing, Customer Service, Sales, Call Centers, Banking, Leadership, Team Building, Account Management, Management, Project Management, Recruiting, Sales Operations, Finance, Team Leadership, Investments, Financial Services
Education
Framingham State University 1992 — 1994
BA, communications
Castleton State College 1987 — 1990
BA, communications
Franklin High School 1983 — 1987
High School, College Prep
Ascensus October 2013 - Present
Oh-Yumm Bakery February 2012 - December 2014
Fleet Bank April 2002 - September 2003
Putnam Investments October 1994 - April 1998
Skills
Client Relationship..., Direct Sales, Office Management, Series 63, Marketing, Customer Service, Sales, Call Centers, Banking, Leadership, Team Building, Account Management, Management, Project Management, Recruiting, Sales Operations, Finance, Team Leadership, Investments, Financial Services
Education
Framingham State University 1992 — 1994
BA, communications
Castleton State College 1987 — 1990
BA, communications
Franklin High School 1983 — 1987
High School, College Prep
Matthew Garzone's Putnam Investments Experience 2000 - 2004
Job SVP, Retirement Solutions Group at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management April 2014 - Present
Natixis Global Associates 2004 - Present
Natixis January 2004 - February 2005
Putnam Investments 2000 - 2004
Education
Colgate University 1991 — 1996
Ba
Natixis Global Asset Management April 2014 - Present
Natixis Global Associates 2004 - Present
Natixis January 2004 - February 2005
Putnam Investments 2000 - 2004
Education
Colgate University 1991 — 1996
Ba
Adam Davison's Putnam Investments Experience December 2008 - April 2015
Job PCG Senior Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Putnam Investments December 2008 - April 2015
Fantasy Entertainment May 2007 - August 2007
Kelliher Samets Volk September 2006 - December 2006
Skills
Data Analysis, Marketing, Quantitative Analytics, Analytics, Market Research, Business Analysis, Google Adwords, Microsoft Word, Salesforce.com
Education
Champlain College 2003 — 2007
BS, Marketing Management
Wells Fargo Advisors April 2015 - Present
Putnam Investments December 2008 - April 2015
Fantasy Entertainment May 2007 - August 2007
Kelliher Samets Volk September 2006 - December 2006
Skills
Data Analysis, Marketing, Quantitative Analytics, Analytics, Market Research, Business Analysis, Google Adwords, Microsoft Word, Salesforce.com
Education
Champlain College 2003 — 2007
BS, Marketing Management
Hao Zhou, CFA's Putnam Investments Experience May 2004 - May 2005
Job Vice President Global Equities at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors May 2005 - Present
Putnam Investments May 2004 - May 2005
Affinnova December 2002 - June 2004
Skills
Bloomberg, Fixed Income, Java, Asset Management, Portfolio Management, Equities, Investments, Risk Management, Financial Risk, Axioma, Matlab, SAS, Factset,..., Derivatives, Perl, Analysis, Finance, C++
Education
City University of New York
Master of Science (M.S.)
Peking University
Master of Science (M.S.)
State Street Global Advisors May 2005 - Present
Putnam Investments May 2004 - May 2005
Affinnova December 2002 - June 2004
Skills
Bloomberg, Fixed Income, Java, Asset Management, Portfolio Management, Equities, Investments, Risk Management, Financial Risk, Axioma, Matlab, SAS, Factset,..., Derivatives, Perl, Analysis, Finance, C++
Education
City University of New York
Master of Science (M.S.)
Peking University
Master of Science (M.S.)
Paul Scanlon's Putnam Investments Experience October 1999 - Present
Job CoHead of Fixed Income
Industry Financial Services
Experience
Putnam Investments October 1999 - Present
Olympus Healthcare Group October 1997 - September 1999
Fidelity Investments August 1992 - September 1997
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance
Colgate University 1982 — 1986
B.A., Economics & Political Science
Putnam Investments October 1999 - Present
Olympus Healthcare Group October 1997 - September 1999
Fidelity Investments August 1992 - September 1997
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance
Colgate University 1982 — 1986
B.A., Economics & Political Science
Alan Bronstein's Putnam Investments Experience 1997 - 2010
Job Principal Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments June 2011 - Present
Fidelity Investments August 2010 - June 2011
Putnam Investments 1997 - 2010
Education
Clark University 1976 — 1980
BA, Economics
Harvard University Extension
CAS, Software Engineering
Fidelity Investments June 2011 - Present
Fidelity Investments August 2010 - June 2011
Putnam Investments 1997 - 2010
Education
Clark University 1976 — 1980
BA, Economics
Harvard University Extension
CAS, Software Engineering
Karthick Mohanasundaram's Putnam Investments Experience 2010 - 2010
Job Software Engineer at private
Industry Information Technology and Services
Experience
Wipro Technologies January 2007 - Present
Putnam Investments 2010 - 2010
State Street 2007 - 2009
Infinite Computer Solutions July 2006 - December 2006
HP June 2005 - June 2006
Skills
Java Enterprise Edition, PL/SQL, SDLC, Requirements Analysis
Education
Coimbatore Institute of Technology 2001 — 2004
Bachelor of Science (B.Sc.), Computer Technology
Wipro Technologies January 2007 - Present
Putnam Investments 2010 - 2010
State Street 2007 - 2009
Infinite Computer Solutions July 2006 - December 2006
HP June 2005 - June 2006
Skills
Java Enterprise Edition, PL/SQL, SDLC, Requirements Analysis
Education
Coimbatore Institute of Technology 2001 — 2004
Bachelor of Science (B.Sc.), Computer Technology
Brian Mauthe, CFA's Putnam Investments Experience January 2012 - June 2013
Job Investment Analyst at Citi
Industry Financial Services
Experience
Citi July 2013 - Present
Putnam Investments January 2012 - June 2013
Fidelity Investments July 2011 - December 2011
Fidelity Investments June 2010 - May 2011
Skills
Series 7, Series 63, Salesforce.com, Outlook, Economics, Financial Analysis
Education
College of the Holy Cross 2007 — 2011
Bachelor of Economics, Economics
Pascack Valley High School 2003 — 2007
Citi July 2013 - Present
Putnam Investments January 2012 - June 2013
Fidelity Investments July 2011 - December 2011
Fidelity Investments June 2010 - May 2011
Skills
Series 7, Series 63, Salesforce.com, Outlook, Economics, Financial Analysis
Education
College of the Holy Cross 2007 — 2011
Bachelor of Economics, Economics
Pascack Valley High School 2003 — 2007
Katie Landry's Putnam Investments Experience July 2015 - Present
Job Accounting Supervisor at Putnam Investments
Industry Accounting
Experience
Putnam Investments July 2015 - Present
Fidelity Investments October 2011 - July 2015
McGladrey & Pullen July 2010 - October 2011
Caturano and Company September 2008 - July 2010
Education
College of the Holy Cross 2004 — 2008
Bachelor of Arts, Economics and Accounting
Putnam Investments July 2015 - Present
Fidelity Investments October 2011 - July 2015
McGladrey & Pullen July 2010 - October 2011
Caturano and Company September 2008 - July 2010
Education
College of the Holy Cross 2004 — 2008
Bachelor of Arts, Economics and Accounting
Joshua Scher, CFP®'s Putnam Investments Experience November 2000 - December 2001
Job AVP, Client Service Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds May 2012 - Present
OppenheimerFunds November 2005 - April 2012
CJM Planning Corp. January 2002 - October 2005
CJM Planning January 2002 - October 2005
Putnam Investments November 2000 - December 2001
Pershing June 1999 - October 2000
Skills
Sales, Customer Service, Series 7, Mutual Funds, Series 63, Asset Allocation, Investments, Retirement Planning, Retirement, Fixed Annuities, Financial Advisory, Strategic Financial..., Sales Presentations, Series 6, 401k
Education
Rutgers University 1995 — 1999
Bachelors of Arts, English
College for Financial Planning
Certified Financial Planning Program
OppenheimerFunds May 2012 - Present
OppenheimerFunds November 2005 - April 2012
CJM Planning Corp. January 2002 - October 2005
CJM Planning January 2002 - October 2005
Putnam Investments November 2000 - December 2001
Pershing June 1999 - October 2000
Skills
Sales, Customer Service, Series 7, Mutual Funds, Series 63, Asset Allocation, Investments, Retirement Planning, Retirement, Fixed Annuities, Financial Advisory, Strategic Financial..., Sales Presentations, Series 6, 401k
Education
Rutgers University 1995 — 1999
Bachelors of Arts, English
College for Financial Planning
Certified Financial Planning Program
Peter Hadden's Putnam Investments Experience 2000 - 2005
Job Portfolio Manager at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors November 2005 - Present
Putnam Investments 2000 - 2005
Skills
Equities
Education
Clark University
Pyramis Global Advisors November 2005 - Present
Putnam Investments 2000 - 2005
Skills
Equities
Education
Clark University
Michael Thurston's Putnam Investments Experience April 1996 - July 2003
Job Sales Manager at Sheaumann Laser
Industry Hospital & Health Care
Experience
Sheaumann Laser/Axcel Photonics April 2013 - Present
Medical Sales Management November 2004 - October 2012
Putnam Investments April 1996 - July 2003
Leeder Board Golf 1995 - 1997
J&J Strategic Managment March 1994 - August 1995
Northeast Medical Evaluations April 1987 - January 1994
Skills
Sales, Leadership, New Business Development, Strategic Planning, Selling, Solution Selling, Business Development, Provider Relations, Medical Sales, Direct Sales, Hospitals, Healthcare, Outlook, Managed Care, Cold Calling, Pharmaceutical Sales, Negotiation, Business Planning, Business Strategy, Cross-functional Team..., Marketing, Sales Operations, Product Launch, Qualifying Prospects, Sales Force Development, CRM, Management, Sales Presentations, Lead Generation, Team Leadership, Outside Sales, Teamwork, Contract Negotiation, Territory Development, Team Building, Territory...
Education
Colby College
Bachelor's degree, Psychology
Largo High
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Sheaumann Laser/Axcel Photonics April 2013 - Present
Medical Sales Management November 2004 - October 2012
Putnam Investments April 1996 - July 2003
Leeder Board Golf 1995 - 1997
J&J Strategic Managment March 1994 - August 1995
Northeast Medical Evaluations April 1987 - January 1994
Skills
Sales, Leadership, New Business Development, Strategic Planning, Selling, Solution Selling, Business Development, Provider Relations, Medical Sales, Direct Sales, Hospitals, Healthcare, Outlook, Managed Care, Cold Calling, Pharmaceutical Sales, Negotiation, Business Planning, Business Strategy, Cross-functional Team..., Marketing, Sales Operations, Product Launch, Qualifying Prospects, Sales Force Development, CRM, Management, Sales Presentations, Lead Generation, Team Leadership, Outside Sales, Teamwork, Contract Negotiation, Territory Development, Team Building, Territory...
Education
Colby College
Bachelor's degree, Psychology
Largo High
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Gerard Mattaliano's Putnam Investments Experience June 2015 - Present
Job Student at Clemson University College of Business and Behavioral Science
Industry Financial Services
Experience
Putnam Investments June 2015 - Present
Cask’n Flagon May 2013 - January 2015
Financial Engines June 2013 - August 2013
Thomas P. McCarthy Building April 2010 - January 2011
Skills
Microsoft Office
Education
Clemson University 2011 — 2015
Bachelor of Science, Financial Management; Corporate Finance, Minor: Accounting
Clemson University - College of Business and Behavioral Science 2011 — 2015
Bachelor's degree, Financial Management
Putnam Investments June 2015 - Present
Cask’n Flagon May 2013 - January 2015
Financial Engines June 2013 - August 2013
Thomas P. McCarthy Building April 2010 - January 2011
Skills
Microsoft Office
Education
Clemson University 2011 — 2015
Bachelor of Science, Financial Management; Corporate Finance, Minor: Accounting
Clemson University - College of Business and Behavioral Science 2011 — 2015
Bachelor's degree, Financial Management
Nick Marrone's Putnam Investments Experience October 2006 - Present
Job DC Retirement Consultant at Putnam Investments
Industry Financial Services
Experience
Putnam Investments October 2006 - Present
Skills
Series 63, 401k, Series 7, Financial Services, Mutual Funds, PowerPoint, FINRA, Outlook
Education
Castleton State College 2002 — 2006
Bachelor of Science (BS), Communication and Media Studies
Putnam Investments October 2006 - Present
Skills
Series 63, 401k, Series 7, Financial Services, Mutual Funds, PowerPoint, FINRA, Outlook
Education
Castleton State College 2002 — 2006
Bachelor of Science (BS), Communication and Media Studies
Wilson S. Berglund, Jr. CFA's Putnam Investments Experience May 2000 - December 2008
Job Investment Management Professional
Industry Investment Management
Experience
PanAgora Asset Management February 2014 - Present
Mercer Investments December 2008 - November 2013
Putnam Investments May 2000 - December 2008
Prime, Buchholz & Associates October 1998 - May 2000
Skills
Fixed Income, Portfolio Management, Client Presentation, Investment Strategies, Asset Allocation, Asset Management, Alternative Investments, Investments, Business Development
Education
Colby College 1989 — 1993
Bachelor of Arts (BA), Economics
PanAgora Asset Management February 2014 - Present
Mercer Investments December 2008 - November 2013
Putnam Investments May 2000 - December 2008
Prime, Buchholz & Associates October 1998 - May 2000
Skills
Fixed Income, Portfolio Management, Client Presentation, Investment Strategies, Asset Allocation, Asset Management, Alternative Investments, Investments, Business Development
Education
Colby College 1989 — 1993
Bachelor of Arts (BA), Economics
Bart McNeil's Putnam Investments Experience 1994 - 1996
Job Financial Advisor at New York Life
Industry Public Relations and Communications
Experience
New York Life Insurance Company Sales ManagerMGR Strategic CommunicationsSeptember 2010 - July 2015
Transamerica November 2007 - August 2010
Natixis Global Asset Management May 2004 - March 2005
Evergreen Investments February 2000 - April 2004
Putnam Investments 1994 - 1996
Putnam Investments 1993 - 1996
Skills
Public Relations, Marketing Communications, Marketing, Event Management, Marketing Strategy, Social Media Marketing, Investments, Sales, Mutual Funds, Series 7, Social Media, Financial Services, Strategic Partnerships, Strategic Planning, Asset Management, Series 63, Business Development, Finance, Salesforce.com, Digital Media, Event Planning, Public Speaking, Relationship Management, Sales Operations, Account Management, Online Advertising, Fundraising, Alternative Investments, Financial Planning, Business Strategy, New Business Development, Nonprofits, Product Management, Media Relations, Press Releases, Customer Service, Negotiation, Start-ups, Business Planning, Direct Marketing, Fixed Annuities, Project Management, Sales Management, Microsoft Office, Facebook, Corporate Communications, Social Networking, Strategic Communications
Education
College of the Holy Cross 1988 — 1992
Bachelor of Arts (B.A.), History
St. John's Preparatory School 1984 — 1988
college prep, American History (United States)
St. Anselm College
New York Life Insurance Company Sales ManagerMGR Strategic CommunicationsSeptember 2010 - July 2015
Transamerica November 2007 - August 2010
Natixis Global Asset Management May 2004 - March 2005
Evergreen Investments February 2000 - April 2004
Putnam Investments 1994 - 1996
Putnam Investments 1993 - 1996
Skills
Public Relations, Marketing Communications, Marketing, Event Management, Marketing Strategy, Social Media Marketing, Investments, Sales, Mutual Funds, Series 7, Social Media, Financial Services, Strategic Partnerships, Strategic Planning, Asset Management, Series 63, Business Development, Finance, Salesforce.com, Digital Media, Event Planning, Public Speaking, Relationship Management, Sales Operations, Account Management, Online Advertising, Fundraising, Alternative Investments, Financial Planning, Business Strategy, New Business Development, Nonprofits, Product Management, Media Relations, Press Releases, Customer Service, Negotiation, Start-ups, Business Planning, Direct Marketing, Fixed Annuities, Project Management, Sales Management, Microsoft Office, Facebook, Corporate Communications, Social Networking, Strategic Communications
Education
College of the Holy Cross 1988 — 1992
Bachelor of Arts (B.A.), History
St. John's Preparatory School 1984 — 1988
college prep, American History (United States)
St. Anselm College