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.
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Putnam Investments Employees
Employee
Years
Job
Industry
Barbara March Barbara March's Putnam Investments Experience 1994 - 1997
Job CEO of BridgePoint Group, LLC
Industry Financial Services
Experience
BridgePoint Group, LLC March 2010 - Present
Fidelity Investments 2007 - June 2010
ING 2005 - 2007
AMVESCAP 1997 - 2005
Putnam Investments 1994 - 1997
T Rowe Price 1991 - 1994
LoBue Associates 1980 - 1991
Skills
401k, Mutual Funds, Insurance, Wealth Management, Retirement, Financial Services, Business Transformation, Banking, Investments, Mergers & Acquisitions, Retirement Planning, Asset Management, Alternative Investments, Management Consulting, Strategy, Management, Series 63, Leadership, Risk Management, Series 7, Finance, Business Analysis, Investment Management, Investment Strategies, Hedge Funds, Operations Management, Pensions, Investment Advisory, Asset Allocation, Relationship Management, Securities, Vendor Management, Portfolio Management
Education
Columbia University - Columbia Business School 1989 — 1990
Master of Business Administration (MBA), Business Administration and Management, General
BridgePoint Group, LLC March 2010 - Present
Fidelity Investments 2007 - June 2010
ING 2005 - 2007
AMVESCAP 1997 - 2005
Putnam Investments 1994 - 1997
T Rowe Price 1991 - 1994
LoBue Associates 1980 - 1991
Skills
401k, Mutual Funds, Insurance, Wealth Management, Retirement, Financial Services, Business Transformation, Banking, Investments, Mergers & Acquisitions, Retirement Planning, Asset Management, Alternative Investments, Management Consulting, Strategy, Management, Series 63, Leadership, Risk Management, Series 7, Finance, Business Analysis, Investment Management, Investment Strategies, Hedge Funds, Operations Management, Pensions, Investment Advisory, Asset Allocation, Relationship Management, Securities, Vendor Management, Portfolio Management
Education
Columbia University - Columbia Business School 1989 — 1990
Master of Business Administration (MBA), Business Administration and Management, General
Ellen Brandt Ellen Brandt's Putnam Investments Experience 2000 - 2006
Job Fund Reporting Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2015 - Present
Fidelity Investments July 2014 - January 2015
Pear Tree Funds January 2010 - June 2014
J.P. Morgan September 2009 - December 2009
State Street January 2007 - December 2008
Putnam Investments 2000 - 2006
Skills
Mutual Funds, Investments, Equities, Series 7, Fixed Income, Portfolio Management, Bloomberg, Financial Analysis, Financial Services, Series 63, Asset Management, Financial Modeling, Securities, Microsoft Excel, Marketing
Education
Cornell University
Master of Science (M.S.), Consumer Economics
Framingham State University
Bachelor’s Degree, Education/Economics, Summa cum laude
Brown Brothers Harriman January 2015 - Present
Fidelity Investments July 2014 - January 2015
Pear Tree Funds January 2010 - June 2014
J.P. Morgan September 2009 - December 2009
State Street January 2007 - December 2008
Putnam Investments 2000 - 2006
Skills
Mutual Funds, Investments, Equities, Series 7, Fixed Income, Portfolio Management, Bloomberg, Financial Analysis, Financial Services, Series 63, Asset Management, Financial Modeling, Securities, Microsoft Excel, Marketing
Education
Cornell University
Master of Science (M.S.), Consumer Economics
Framingham State University
Bachelor’s Degree, Education/Economics, Summa cum laude
Robert Schwab, CAIA Robert Schwab, CAIA's Putnam Investments Experience January 2008 - February 2009
Job Financial Services
Industry Investment Management
Experience
Och-Ziff Capital Management November 2013 - Present
Hatteras Funds September 2011 - June 2013
Goldman Sachs May 2009 - August 2011
Putnam Investments January 2008 - February 2009
Skills
Series 63, Series 7, Mutual Funds, Alternative Investments, Hedge Funds, Private Equity, CAIA
Education
College of the Holy Cross 2003 — 2007
BA, Political Science
Och-Ziff Capital Management November 2013 - Present
Hatteras Funds September 2011 - June 2013
Goldman Sachs May 2009 - August 2011
Putnam Investments January 2008 - February 2009
Skills
Series 63, Series 7, Mutual Funds, Alternative Investments, Hedge Funds, Private Equity, CAIA
Education
College of the Holy Cross 2003 — 2007
BA, Political Science
Michelle McIntyre Michelle McIntyre's Putnam Investments Experience June 2008 - December 2009
Job Operations Quality Lead
Industry Information Technology and Services
Experience
Dovetail Health August 2014 - Present
Dovetail Health October 2013 - August 2014
Bass Pro Shops February 2012 - September 2013
Putnam Investments June 2008 - December 2009
Putnam Investments January 2007 - June 2008
Putnam Investments June 2000 - January 2007
Skills
IEX, Microsoft Office, Customer Relations, Adobe Flash, Dreamweaver, Photoshop, HTML, CSS, Access, Visio, Wordpress, XHTML, Time Management, Job Scheduling
Education
Kaplan University 2010 — 2013
Bachelor of Science, Information Technology; Web Design
Community College of Rhode Island 1989 — 1991
Dovetail Health August 2014 - Present
Dovetail Health October 2013 - August 2014
Bass Pro Shops February 2012 - September 2013
Putnam Investments June 2008 - December 2009
Putnam Investments January 2007 - June 2008
Putnam Investments June 2000 - January 2007
Skills
IEX, Microsoft Office, Customer Relations, Adobe Flash, Dreamweaver, Photoshop, HTML, CSS, Access, Visio, Wordpress, XHTML, Time Management, Job Scheduling
Education
Kaplan University 2010 — 2013
Bachelor of Science, Information Technology; Web Design
Community College of Rhode Island 1989 — 1991
Dennis DiMambro Dennis DiMambro's Putnam Investments Experience 1998 - 2006
Job Director, Training at NFPA
Industry Financial Services
Experience
National Fire Protection Association VP Training & Advisor DevelopmentLPL Financial Institution ServicesJanuary 2006 - March 2014
Independent Financial 2006 - 2008
Putnam Investments 1998 - 2006
Clean Harbors 1993 - 1998
United States Air Force 1973 - 1993
Skills
Practice Management, Change Leadership, Virtual Teams, Training, Public Speaking, E-Learning, Staff Development, Performance Management, Change Management, Employee Training, Project Planning, Organizational..., Program Management, Leadership, Training Delivery, CRM, Instructional Design, Management, Technical Training, Vendor Management, Strategic Planning, Process Improvement, Coaching, Strategy, Learning Management, Instructor-led Training, Call Centers, Sales, Executive Management, Budgets, Marketing, Blended Learning, Needs Analysis, Competitive Analysis, Talent Management, Succession Planning, Consulting, Leadership Development, Organizational..., Employee Engagement, Onboarding, Presentation Design, Presentation Development
Education
Colorado State University 1987 — 1989
M.Ed. Human Resource Development, Vocational Education
University of Maryland University College 1980 — 1985
B.S. Business Management, Organizational Leadership & Management
National Fire Protection Association VP Training & Advisor DevelopmentLPL Financial Institution ServicesJanuary 2006 - March 2014
Independent Financial 2006 - 2008
Putnam Investments 1998 - 2006
Clean Harbors 1993 - 1998
United States Air Force 1973 - 1993
Skills
Practice Management, Change Leadership, Virtual Teams, Training, Public Speaking, E-Learning, Staff Development, Performance Management, Change Management, Employee Training, Project Planning, Organizational..., Program Management, Leadership, Training Delivery, CRM, Instructional Design, Management, Technical Training, Vendor Management, Strategic Planning, Process Improvement, Coaching, Strategy, Learning Management, Instructor-led Training, Call Centers, Sales, Executive Management, Budgets, Marketing, Blended Learning, Needs Analysis, Competitive Analysis, Talent Management, Succession Planning, Consulting, Leadership Development, Organizational..., Employee Engagement, Onboarding, Presentation Design, Presentation Development
Education
Colorado State University 1987 — 1989
M.Ed. Human Resource Development, Vocational Education
University of Maryland University College 1980 — 1985
B.S. Business Management, Organizational Leadership & Management
Daniela Cambra Daniela Cambra's Putnam Investments Experience May 2005 - September 2011
Job Payroll Specialist at UNFI
Industry Food & Beverages
Experience
United Natural Foods September 2012 - Present
CVS Caremark Corporation September 2011 - September 2012
Putnam Investments May 2005 - September 2011
Putnam Investments February 1998 - May 2005
RI Hospital Trust Bank January 1996 - January 1998
Skills
Financial Services, ADP Payroll, Payroll, Risk Management, Financial Reporting, Account Reconciliation, Lotus Notes, Microsoft Excel, Financial Analysis, Customer Service, Salesforce.com, Microsoft Office, Time Management, Microsoft Word, PeopleSoft
Education
Community College of Rhode Island 1994 — 1997
Associate in Science, Adminstrative Assistant
United Natural Foods September 2012 - Present
CVS Caremark Corporation September 2011 - September 2012
Putnam Investments May 2005 - September 2011
Putnam Investments February 1998 - May 2005
RI Hospital Trust Bank January 1996 - January 1998
Skills
Financial Services, ADP Payroll, Payroll, Risk Management, Financial Reporting, Account Reconciliation, Lotus Notes, Microsoft Excel, Financial Analysis, Customer Service, Salesforce.com, Microsoft Office, Time Management, Microsoft Word, PeopleSoft
Education
Community College of Rhode Island 1994 — 1997
Associate in Science, Adminstrative Assistant
Tiffany Willis Tiffany Willis's Putnam Investments Experience 1996 - 2000
Job Enterprise Agile Coach and Consultant at SolutionsIQ
Industry Management Consulting
Experience
SolutionsIQ January 2015 - Present
BigVisible Solutions June 2011 - Present
ICB Venture October 2009 - June 2011
State Street Corporation 2006 - January 2009
State Street 2003 - 2006
State Street 2000 - 2003
Putnam Investments 1996 - 2000
IMI / Ajilon 1995 - 2000
Database Technologies 1996 - 1997
Skills
PMP, Six Sigma, Professional Services, Product Management, Operations Management, Strategic Planning, Process Improvement, Quality Assurance, Project Management, Agile Methodologies, Software Development, Management, Change Management, Start-ups, Leadership, Strategy, Business Analysis
Education
Northeastern University - Graduate School of Business Administration 2007 — 2008
MBA
Ithaca College 1986 — 1990
BA, English
SolutionsIQ January 2015 - Present
BigVisible Solutions June 2011 - Present
ICB Venture October 2009 - June 2011
State Street Corporation 2006 - January 2009
State Street 2003 - 2006
State Street 2000 - 2003
Putnam Investments 1996 - 2000
IMI / Ajilon 1995 - 2000
Database Technologies 1996 - 1997
Skills
PMP, Six Sigma, Professional Services, Product Management, Operations Management, Strategic Planning, Process Improvement, Quality Assurance, Project Management, Agile Methodologies, Software Development, Management, Change Management, Start-ups, Leadership, Strategy, Business Analysis
Education
Northeastern University - Graduate School of Business Administration 2007 — 2008
MBA
Ithaca College 1986 — 1990
BA, English
Maura Walsh Maura Walsh's Putnam Investments Experience July 2010 - March 2012
Job Catering Sales Manager at Restaurant Associates at the Museum of Fine Arts
Industry Public Relations and Communications
Experience
Restaurant Associates at the Museum of Fine Arts January 2014 - Present
W Hotel Boston January 2013 - December 2013
Putnam Investments July 2010 - March 2012
42west August 2007 - July 2010
Reebok June 2006 - September 2006
Skills
Corporate Communications, Public Relations, Event Planning, Event Management, Press Releases, Publicity, Conferences
Education
Columbia University in the City of New York 2003 — 2007
Bachelor of Arts, Psychology
Restaurant Associates at the Museum of Fine Arts January 2014 - Present
W Hotel Boston January 2013 - December 2013
Putnam Investments July 2010 - March 2012
42west August 2007 - July 2010
Reebok June 2006 - September 2006
Skills
Corporate Communications, Public Relations, Event Planning, Event Management, Press Releases, Publicity, Conferences
Education
Columbia University in the City of New York 2003 — 2007
Bachelor of Arts, Psychology
Judy Steiner Judy Steiner's Putnam Investments Experience 1999 - 2000
Job
Industry Information Technology and Services
Experience
NetScout Systems 2007 - September 2013
EMC, Inc. 2005 - 2007
PC Connection 2004 - 2005
NaviSite, Inc 2000 - 2002
Putnam Investments 1999 - 2000
The MITRE Corporation 1995 - 2000
U.S. Air Force 1988 - 1995
Skills
Troubleshooting, TCP/IP, Support Engineers
Education
Franklin Pierce University 2005 — 2010
MBA, Leadership
University of Massachusetts Lowell 1994 — 1998
Bachelor of Science, Computer Information Systems
Community College of the Air Force 1990 — 1994
Associate, Information Systems Technology
NetScout Systems 2007 - September 2013
EMC, Inc. 2005 - 2007
PC Connection 2004 - 2005
NaviSite, Inc 2000 - 2002
Putnam Investments 1999 - 2000
The MITRE Corporation 1995 - 2000
U.S. Air Force 1988 - 1995
Skills
Troubleshooting, TCP/IP, Support Engineers
Education
Franklin Pierce University 2005 — 2010
MBA, Leadership
University of Massachusetts Lowell 1994 — 1998
Bachelor of Science, Computer Information Systems
Community College of the Air Force 1990 — 1994
Associate, Information Systems Technology
Scott Wadland Scott Wadland's Putnam Investments Experience 2001 - 2001
Job Project Management and Quality Assurance Professional
Industry Information Technology and Services
Experience
Boston Children's Hospital 2014 - Present
Boston Children's Hospital 2014 - 2014
UMass Memorial Health Care 2012 - 2014
Fidelity Investments 2008 - 2012
Dreamfar Triathlon Team 2008 - 2009
Fidelity Investments 2006 - 2008
Fidelity Investments 2001 - 2006
Putnam Investments 2001 - 2001
Type T 2000 - 2001
Fidelity Investments 1995 - 2000
Skills
Quality Assurance, SDLC, Business Analysis, Software Documentation, Project Management, Business Intelligence, Scrum, Agile Methodologies, Software Quality..., Process Improvement, Program Management, Team Building, Team Leadership, Quality Center, Leadership, Product Management, Test Automation, Offshore Management, Software Development, Change Management, Data Warehousing, Healthcare Information..., Enterprise Software, User Acceptance Testing, Offshore Resource..., Agile, ETL, Transaction Processing, Healthcare Information..., Radiology Information..., Corporate Finance, Corporate Financial..., Rally, Testing, Management, HP Quality Center
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
MBA, High Tech MBA
University of Massachusetts, Amherst 1989 — 1995
BS, Family and Consumer Economics
Boston Children's Hospital 2014 - Present
Boston Children's Hospital 2014 - 2014
UMass Memorial Health Care 2012 - 2014
Fidelity Investments 2008 - 2012
Dreamfar Triathlon Team 2008 - 2009
Fidelity Investments 2006 - 2008
Fidelity Investments 2001 - 2006
Putnam Investments 2001 - 2001
Type T 2000 - 2001
Fidelity Investments 1995 - 2000
Skills
Quality Assurance, SDLC, Business Analysis, Software Documentation, Project Management, Business Intelligence, Scrum, Agile Methodologies, Software Quality..., Process Improvement, Program Management, Team Building, Team Leadership, Quality Center, Leadership, Product Management, Test Automation, Offshore Management, Software Development, Change Management, Data Warehousing, Healthcare Information..., Enterprise Software, User Acceptance Testing, Offshore Resource..., Agile, ETL, Transaction Processing, Healthcare Information..., Radiology Information..., Corporate Finance, Corporate Financial..., Rally, Testing, Management, HP Quality Center
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
MBA, High Tech MBA
University of Massachusetts, Amherst 1989 — 1995
BS, Family and Consumer Economics
Garth O'Leary Garth O'Leary's Putnam Investments Experience June 1997 - May 1999
Job AVP Investments Compliance and Operations at Rockland Trust Financial Services
Industry Financial Services
Experience
Rockland Trust Financial Services April 2011 - Present
Morgan Stanley Smith Barney October 2006 - March 2011
BrownCo, LLC May 1999 - June 2006
Brown and Company LLC June 1999 - May 2006
Putnam Investments June 1997 - May 1999
Skills
Securities, Series 7, Series 24, Settlement, Options, Equities, Brokerage, Trading, Financial Services, FINRA, Microsoft Excel, Series 63, Financial Reporting, Microsoft Access, Bank Trust Investment..., Wealth Management, Investments, Mutual Funds, Retirement Planning, Retirement
Education
New England College of Business and Finance 2011 — 2013
Master's Degree of Science, Business Ethics and Compliance
Curry College 1993 — 1997
Bachelor of Arts (B.A.), Business Management
Braintree
Braintree
Rockland Trust Financial Services April 2011 - Present
Morgan Stanley Smith Barney October 2006 - March 2011
BrownCo, LLC May 1999 - June 2006
Brown and Company LLC June 1999 - May 2006
Putnam Investments June 1997 - May 1999
Skills
Securities, Series 7, Series 24, Settlement, Options, Equities, Brokerage, Trading, Financial Services, FINRA, Microsoft Excel, Series 63, Financial Reporting, Microsoft Access, Bank Trust Investment..., Wealth Management, Investments, Mutual Funds, Retirement Planning, Retirement
Education
New England College of Business and Finance 2011 — 2013
Master's Degree of Science, Business Ethics and Compliance
Curry College 1993 — 1997
Bachelor of Arts (B.A.), Business Management
Braintree
Braintree
Kathy Ekberg Kathy Ekberg's Putnam Investments Experience 2000 - 2004
Job Operations
Industry Financial Services
Experience
State Street Bank November 2012 - June 2014
Mercer April 2009 - June 2012
Mercer Trust Company 2005 - 2009
Putnam Investments 2000 - 2004
Putnam Investments 1999 - 2000
Skills
Business Planning, Contract Negotiation, Event Planning, Fundraising, Team Leadership, Mentoring, Risk Management, Vendor Management, Team Building, Business Continuity..., Leadership, Cross-functional Team..., Process Improvement, Policy, Financial Services, Change Management, Strategy, Defined Contribution, Outsourcing, Employee Benefits, Performance Management, Defined Benefit, Investments, Pension Administration, Management, Mutual Funds, Business Process..., Business Continuity, 401k, ERISA, Business Analysis, Risk Assessment, Relationship Management, Project Management
Education
Northeastern University - Graduate School of Business Administration
MBA
University of Massachusetts, Amherst
BA, Economics and Accounting
State Street Bank November 2012 - June 2014
Mercer April 2009 - June 2012
Mercer Trust Company 2005 - 2009
Putnam Investments 2000 - 2004
Putnam Investments 1999 - 2000
Skills
Business Planning, Contract Negotiation, Event Planning, Fundraising, Team Leadership, Mentoring, Risk Management, Vendor Management, Team Building, Business Continuity..., Leadership, Cross-functional Team..., Process Improvement, Policy, Financial Services, Change Management, Strategy, Defined Contribution, Outsourcing, Employee Benefits, Performance Management, Defined Benefit, Investments, Pension Administration, Management, Mutual Funds, Business Process..., Business Continuity, 401k, ERISA, Business Analysis, Risk Assessment, Relationship Management, Project Management
Education
Northeastern University - Graduate School of Business Administration
MBA
University of Massachusetts, Amherst
BA, Economics and Accounting
Kenneth Bogden Kenneth Bogden's Putnam Investments Experience August 2007 - July 2010
Job Associate at TD
Industry Financial Services
Experience
TD August 2013 - Present
Cornell University - S.C. Johnson School of Management September 2011 - Present
FXI 2012 - 2012
PIRA Energy Group September 2010 - April 2011
Putnam Investments August 2007 - July 2010
Thomson Reuters November 2006 - July 2007
Skills
Valuation, Financial Modeling, Equity Research, Bloomberg, Financial Analysis, Corporate Finance, Due Diligence, Equities, Investments, Private Equity, Portfolio Management, Asset Managment, Economics, Capital Markets, Emerging Markets
Education
Cornell University - Johnson Graduate School of Management 2011 — 2013
Masters of Business Administration, Managerial Finance
Union College 2002 — 2006
Bachelor of Arts, Managerial Economics
TD August 2013 - Present
Cornell University - S.C. Johnson School of Management September 2011 - Present
FXI 2012 - 2012
PIRA Energy Group September 2010 - April 2011
Putnam Investments August 2007 - July 2010
Thomson Reuters November 2006 - July 2007
Skills
Valuation, Financial Modeling, Equity Research, Bloomberg, Financial Analysis, Corporate Finance, Due Diligence, Equities, Investments, Private Equity, Portfolio Management, Asset Managment, Economics, Capital Markets, Emerging Markets
Education
Cornell University - Johnson Graduate School of Management 2011 — 2013
Masters of Business Administration, Managerial Finance
Union College 2002 — 2006
Bachelor of Arts, Managerial Economics
Rachel DeSousa's Putnam Investments Experience December 2004 - June 2005
Job Senior Clinical Recruiter at Commonwealth Care Alliance
Industry Human Resources
Experience
Commonwealth Care Alliance July 2015 - Present
Commonwealth Care Alliance April 2013 - June 2015
Grand North Brick Stone September 2006 - October 2014
Steward Carney Hospital June 2008 - January 2012
Steward Good Samaritan Medical Center April 2006 - June 2008
Putnam Investments December 2004 - June 2005
Skills
Proficient in Microsoft..., Kronos, Applicant Tracking..., Meditech, Employee Benefits, Recruiting, Employee Relations, Recruitment Advertising, Customer Service, Employee Orientations, Invoice Processing, Building Permits, Tax-planning, Local Advertising, Job Estimating, Internet Recruiting, Interviews, Applicant Tracking..., Training, Temporary Placement, Sourcing, Executive Search, Talent Acquisition, Onboarding, Permanent Placement, Technical Recruiting, HRIS, Benefits Administration, Staffing Services, Human Resources, Workforce Planning, Screening Resumes, Deferred Compensation, Contract Recruitment, New Hire Orientations, Employee Training, Labor Relations, Performance Management, Management, Organizational..., FMLA, Personnel Management, HR Policies, Career Development, Organizational Design, Temporary Staffing, Benefits Negotiation, Leadership Development, Hiring, Microsoft Office
Education
Curry College 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General, GPA 3.38
Commonwealth Care Alliance July 2015 - Present
Commonwealth Care Alliance April 2013 - June 2015
Grand North Brick Stone September 2006 - October 2014
Steward Carney Hospital June 2008 - January 2012
Steward Good Samaritan Medical Center April 2006 - June 2008
Putnam Investments December 2004 - June 2005
Skills
Proficient in Microsoft..., Kronos, Applicant Tracking..., Meditech, Employee Benefits, Recruiting, Employee Relations, Recruitment Advertising, Customer Service, Employee Orientations, Invoice Processing, Building Permits, Tax-planning, Local Advertising, Job Estimating, Internet Recruiting, Interviews, Applicant Tracking..., Training, Temporary Placement, Sourcing, Executive Search, Talent Acquisition, Onboarding, Permanent Placement, Technical Recruiting, HRIS, Benefits Administration, Staffing Services, Human Resources, Workforce Planning, Screening Resumes, Deferred Compensation, Contract Recruitment, New Hire Orientations, Employee Training, Labor Relations, Performance Management, Management, Organizational..., FMLA, Personnel Management, HR Policies, Career Development, Organizational Design, Temporary Staffing, Benefits Negotiation, Leadership Development, Hiring, Microsoft Office
Education
Curry College 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General, GPA 3.38
Kasia Kaplinska's Putnam Investments Experience October 2002 - July 2006
Job Senior Marketing Manager | Cyber Security | Content Marketing | Messaging | Marketing Strategy
Industry Computer Software
Experience
Microsoft August 2015 - Present
Microsoft September 2013 - August 2015
IBM September 2012 - September 2013
IBM June 2011 - September 2012
IBM August 2008 - June 2011
Fashion start-up September 2007 - September 2008
Nokia September 2007 - May 2008
Living Nature September 2007 - February 2008
IBM June 2007 - August 2007
Putnam Investments October 2002 - July 2006
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA
University of New Hampshire - Whittemore School of Business and Economics 1998 — 2002
Bachelor of Science (BS)
Budapesti Corvinus Egyetem 2001 — 2001
Semester Abroad
Microsoft August 2015 - Present
Microsoft September 2013 - August 2015
IBM September 2012 - September 2013
IBM June 2011 - September 2012
IBM August 2008 - June 2011
Fashion start-up September 2007 - September 2008
Nokia September 2007 - May 2008
Living Nature September 2007 - February 2008
IBM June 2007 - August 2007
Putnam Investments October 2002 - July 2006
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA
University of New Hampshire - Whittemore School of Business and Economics 1998 — 2002
Bachelor of Science (BS)
Budapesti Corvinus Egyetem 2001 — 2001
Semester Abroad
Howard W. Hawkins III Howard W. Hawkins III's Putnam Investments Experience June 1991 - January 1999
Job Financial Services Sales Executive
Industry Financial Services
Experience
United Church Funds May 2015 - Present
Optimatum Group, LLC August 2013 - January 2014
Literary & Cinema Projects January 2011 - July 2013
Commonfund February 2009 - July 2010
Christian Brothers Investment Services, Inc. September 2004 - July 2008
MassMutual Financial Group September 1999 - September 2003
Putnam Investments June 1991 - January 1999
Skills
Investments, Marketing, New Business Development, Management, CRM, Leadership, Marketing Strategy, Sales Management, Series 7, Negotiation, Solution Selling, Manage long-term sales..., Presentations, Collaboration, Keen Listener, Socially Responsible..., Environmental, Social..., Strategy, Asset Management, Sales, Business Development, Alternative Investments, Portfolio Management
Education
Columbia Business School
MBA, Finance
Wesleyan University
B.A., Government
United Church Funds May 2015 - Present
Optimatum Group, LLC August 2013 - January 2014
Literary & Cinema Projects January 2011 - July 2013
Commonfund February 2009 - July 2010
Christian Brothers Investment Services, Inc. September 2004 - July 2008
MassMutual Financial Group September 1999 - September 2003
Putnam Investments June 1991 - January 1999
Skills
Investments, Marketing, New Business Development, Management, CRM, Leadership, Marketing Strategy, Sales Management, Series 7, Negotiation, Solution Selling, Manage long-term sales..., Presentations, Collaboration, Keen Listener, Socially Responsible..., Environmental, Social..., Strategy, Asset Management, Sales, Business Development, Alternative Investments, Portfolio Management
Education
Columbia Business School
MBA, Finance
Wesleyan University
B.A., Government
Christine O'Toole Christine O'Toole's Putnam Investments Experience October 2000 - May 2008
Job Registered Nurse at Milford Regional Medical Center
Industry Hospital & Health Care
Experience
Milford Regional Medical Center September 2011 - Present
Milford Regional Medical Center October 2008 - August 2011
Putnam Investments October 2000 - May 2008
Bank of Boston July 1996 - September 2000
Skills
Telemetry, BLS, Medication..., Nursing, Patient Safety, Meditech, Hospitals, EMR, Healthcare, Health Education, Cpr Certified, Health Promotion, ACLS, Inpatient
Education
Community College of Rhode Island 2005 — 2011
Associate's degree, Registered Nursing/Registered Nurse
Weymouth North High School 1984 — 1988
Milford Regional Medical Center September 2011 - Present
Milford Regional Medical Center October 2008 - August 2011
Putnam Investments October 2000 - May 2008
Bank of Boston July 1996 - September 2000
Skills
Telemetry, BLS, Medication..., Nursing, Patient Safety, Meditech, Hospitals, EMR, Healthcare, Health Education, Cpr Certified, Health Promotion, ACLS, Inpatient
Education
Community College of Rhode Island 2005 — 2011
Associate's degree, Registered Nursing/Registered Nurse
Weymouth North High School 1984 — 1988
Puneet Pagi Puneet Pagi's Putnam Investments Experience January 2009 - June 2010
Job Manager, Technology Product
Industry Marketing and Advertising
Experience
Jobcase, Inc. April 2014 - Present
Charles River Development June 2010 - April 2014
Putnam Investments January 2009 - June 2010
Goldman Sachs November 2007 - December 2008
Morgan Stanley June 2006 - October 2007
Capgemini Consulting July 2004 - June 2006
Skills
Enterprise Architecture, Outsourcing, IT Strategy, Change Management, Business Analysis, Management, Business Intelligence, Vendor Management, IT Governance, Legal Compliance, Maturity Models, Risk Management
Education
Columbia University in the City of New York 2014 — 2016
Executive Master of Technology Management, EMSTM
Mumbai University 2001 — 2004
Bachelors, Computer Engineering, First Class
Jobcase, Inc. April 2014 - Present
Charles River Development June 2010 - April 2014
Putnam Investments January 2009 - June 2010
Goldman Sachs November 2007 - December 2008
Morgan Stanley June 2006 - October 2007
Capgemini Consulting July 2004 - June 2006
Skills
Enterprise Architecture, Outsourcing, IT Strategy, Change Management, Business Analysis, Management, Business Intelligence, Vendor Management, IT Governance, Legal Compliance, Maturity Models, Risk Management
Education
Columbia University in the City of New York 2014 — 2016
Executive Master of Technology Management, EMSTM
Mumbai University 2001 — 2004
Bachelors, Computer Engineering, First Class
Tania Harsono, CFA Tania Harsono, CFA's Putnam Investments Experience July 2015 - Present
Job Venturing deeper into the world of equity research
Industry Financial Services
Experience
Putnam Investments July 2015 - Present
Sanford C. Bernstein June 2011 - June 2015
JP Morgan June 2010 - August 2010
ABN AMRO June 2008 - August 2008
Brian Markus Law Corp. June 2006 - July 2006
PT VitaPharm June 2005 - August 2005
Skills
Mergers & Acquisitions, Economics, Investments, Financial Analysis, Corporate Finance, Business Strategy
Education
Columbia University in the City of New York 2007 — 2011
BA
Crofton House School 1994 — 2007
University of Oxford 2006 — 2006
Cambridge University 2005 — 2005
Windsor Week
Putnam Investments July 2015 - Present
Sanford C. Bernstein June 2011 - June 2015
JP Morgan June 2010 - August 2010
ABN AMRO June 2008 - August 2008
Brian Markus Law Corp. June 2006 - July 2006
PT VitaPharm June 2005 - August 2005
Skills
Mergers & Acquisitions, Economics, Investments, Financial Analysis, Corporate Finance, Business Strategy
Education
Columbia University in the City of New York 2007 — 2011
BA
Crofton House School 1994 — 2007
University of Oxford 2006 — 2006
Cambridge University 2005 — 2005
Windsor Week
John Morgan John Morgan's Putnam Investments Experience April 2008 - March 2012
Job
Industry Financial Services
Experience
Epoch Investment Partners, Inc. February 2014 - Present
Epoch Investment Partners September 2012 - Present
Putnam Investments April 2008 - March 2012
Putnam Investments May 2006 - March 2012
Putnam Investments June 2003 - May 2006
Putnam Investments June 1994 - June 2001
Skills
Portfolio Management, Investments, Energy, Emerging Markets, Natural Resources, Financial Statement..., Industrials, Hedge Funds, Chemical Industry, Industrial Sector, Investment Management, Equities, Valuation, Mutual Funds, Equity Research, Alternative Investments, Competitive Analysis, Investment Banking, Bloomberg
Education
Cornell University - S.C. Johnson Graduate School of Management 2001 — 2003
MBA, Finance
Denison University 1990 — 1994
BA, Political Science and Government
St. Louis University- Madrid, Spain 1993 — 1993
Study Abroad, Spanish Language and Literature
Epoch Investment Partners, Inc. February 2014 - Present
Epoch Investment Partners September 2012 - Present
Putnam Investments April 2008 - March 2012
Putnam Investments May 2006 - March 2012
Putnam Investments June 2003 - May 2006
Putnam Investments June 1994 - June 2001
Skills
Portfolio Management, Investments, Energy, Emerging Markets, Natural Resources, Financial Statement..., Industrials, Hedge Funds, Chemical Industry, Industrial Sector, Investment Management, Equities, Valuation, Mutual Funds, Equity Research, Alternative Investments, Competitive Analysis, Investment Banking, Bloomberg
Education
Cornell University - S.C. Johnson Graduate School of Management 2001 — 2003
MBA, Finance
Denison University 1990 — 1994
BA, Political Science and Government
St. Louis University- Madrid, Spain 1993 — 1993
Study Abroad, Spanish Language and Literature
Vince Lecce, CIMA®'s Putnam Investments Experience 2003 - February 2014
Job NFLPA Registered Player Financial Advisor
Industry Financial Services
Experience
Cobblestone Capital Advisors, LLC. February 2014 - Present
Putnam Investments 2003 - February 2014
Putnam Investments 2000 - 2003
Putnam Investments 1999 - 2000
Skills
Financial Planning, Retirement Planning, Wealth Management, Multi-generational..., Charitable Gift Planning, Wealth Management..., Wealth Preservation, Wealth Transfer, Retirement Income..., Family Office, Philanthropy, Financial Services, Public Speaking, Stocks, Bonds, Mutual Funds, ETFs, Alternative Investments, Private Investment, Relationship Management, Relationship Building, Registered Investment...
Education
Cornell University 1995 — 1999
BA, Biology
Niskayuna High School 1991 — 1995
High School
Cobblestone Capital Advisors, LLC. February 2014 - Present
Putnam Investments 2003 - February 2014
Putnam Investments 2000 - 2003
Putnam Investments 1999 - 2000
Skills
Financial Planning, Retirement Planning, Wealth Management, Multi-generational..., Charitable Gift Planning, Wealth Management..., Wealth Preservation, Wealth Transfer, Retirement Income..., Family Office, Philanthropy, Financial Services, Public Speaking, Stocks, Bonds, Mutual Funds, ETFs, Alternative Investments, Private Investment, Relationship Management, Relationship Building, Registered Investment...
Education
Cornell University 1995 — 1999
BA, Biology
Niskayuna High School 1991 — 1995
High School
Rebecca Slattery Rebecca Slattery's Putnam Investments Experience November 1998 - March 2001
Job Tax Preparer at H&R Block
Industry Human Resources
Experience
H&R Block January 2009 - Present
Mercer HR Services March 2001 - Present
Mercer November 1996 - Present
Putnam Investments November 1998 - March 2001
Putnam Investments April 1996 - November 1998
Skills
Employee Benefits, Benefits Administration, Defined Benefit, HRIS, Performance Management, Human Resources, HR Consulting, PeopleSoft, Pension Administration, Talent Management, Pensions, Deferred Compensation, Employee Engagement, 401k, Client Services, COBRA, Employee Relations, Onboarding, Data Analysis, Recruiting
Education
Community College of Rhode Island 1992 — 1993
Mount Saint Charles Academy 1989 — 1992
Diploma
H&R Block January 2009 - Present
Mercer HR Services March 2001 - Present
Mercer November 1996 - Present
Putnam Investments November 1998 - March 2001
Putnam Investments April 1996 - November 1998
Skills
Employee Benefits, Benefits Administration, Defined Benefit, HRIS, Performance Management, Human Resources, HR Consulting, PeopleSoft, Pension Administration, Talent Management, Pensions, Deferred Compensation, Employee Engagement, 401k, Client Services, COBRA, Employee Relations, Onboarding, Data Analysis, Recruiting
Education
Community College of Rhode Island 1992 — 1993
Mount Saint Charles Academy 1989 — 1992
Diploma
Rad H. Pasovschi Rad H. Pasovschi's Putnam Investments Experience 1996 - 2000
Job Chief Executive Officer
Industry Financial Services
Experience
TRUSTIVO 2010 - Present
Capgemini 2008 - 2010
Deloitte 2005 - 2007
Putnam Investments 1996 - 2000
PwC 1984 - 1996
Skills
Asset Management, Wealth Management, Mutual Funds, Management Consulting, Capital Markets, Executive Management, Pensions, Investments, Hedge Funds, Alternative Investments, Product Development, Investment Advisory, Strategic Planning, Financial Markets, Business Strategy, Financial Planning, Mergers, New Business Development, Operations Management, Process Improvement, Change Management, Business Planning, Competitive Analysis, Marketing Strategy, Team Building, Process Engineering, Strategy Development, Institutional, Strategy, Asset Managment, Start-ups, Finance, Retirement, Financial Services, Leadership, Program Management
Education
Concordia University
Master of Business Administration (M.B.A.), Bachelor of Engineering Computer Science
TRUSTIVO 2010 - Present
Capgemini 2008 - 2010
Deloitte 2005 - 2007
Putnam Investments 1996 - 2000
PwC 1984 - 1996
Skills
Asset Management, Wealth Management, Mutual Funds, Management Consulting, Capital Markets, Executive Management, Pensions, Investments, Hedge Funds, Alternative Investments, Product Development, Investment Advisory, Strategic Planning, Financial Markets, Business Strategy, Financial Planning, Mergers, New Business Development, Operations Management, Process Improvement, Change Management, Business Planning, Competitive Analysis, Marketing Strategy, Team Building, Process Engineering, Strategy Development, Institutional, Strategy, Asset Managment, Start-ups, Finance, Retirement, Financial Services, Leadership, Program Management
Education
Concordia University
Master of Business Administration (M.B.A.), Bachelor of Engineering Computer Science
Karina Polanco Karina Polanco's Putnam Investments Experience June 2008 - August 2008
Job IT Services Coordinator at Museum of Fine Arts, Boston
Industry Architecture & Planning
Experience
Museum of Fine Arts, Boston June 2013 - Present
City Year August 2012 - June 2013
BELL June 2012 - August 2012
Miles & May September 2011 - January 2012
Fishbrook Design Studio June 2011 - August 2011
Hobart and William Smith Colleges September 2008 - December 2010
Methuen Arlington Neighborhood, Inc. January 2008 - August 2010
Putnam Investments June 2008 - August 2008
Skills
Spanish, Microsoft Office, Sketching, Leadership, SketchUp, AutoCAD, Photoshop, InDesign, Conceptual Modeling and..., Data Analysis, Public Relations, SharePoint..., Training, Help Desk Support, Active Directory, Budget Monitoring, Oracle, Museums, Illustrator, Woodworking, Site Analysis, Hand Drawing
Education
Cornell University 2011 — 2012
Continuing Education, City/Urban, Community and Regional Planning
Hobart and William Smith Colleges 2007 — 2011
Bachelor or Arts, Architectural Studies and Mathematics
Danish Institute for Study Abroad 2009 — 2009
Architecture and Sustainability
Museum of Fine Arts, Boston June 2013 - Present
City Year August 2012 - June 2013
BELL June 2012 - August 2012
Miles & May September 2011 - January 2012
Fishbrook Design Studio June 2011 - August 2011
Hobart and William Smith Colleges September 2008 - December 2010
Methuen Arlington Neighborhood, Inc. January 2008 - August 2010
Putnam Investments June 2008 - August 2008
Skills
Spanish, Microsoft Office, Sketching, Leadership, SketchUp, AutoCAD, Photoshop, InDesign, Conceptual Modeling and..., Data Analysis, Public Relations, SharePoint..., Training, Help Desk Support, Active Directory, Budget Monitoring, Oracle, Museums, Illustrator, Woodworking, Site Analysis, Hand Drawing
Education
Cornell University 2011 — 2012
Continuing Education, City/Urban, Community and Regional Planning
Hobart and William Smith Colleges 2007 — 2011
Bachelor or Arts, Architectural Studies and Mathematics
Danish Institute for Study Abroad 2009 — 2009
Architecture and Sustainability
James R. Hunt James R. Hunt's Putnam Investments Experience October 2000 - January 2006
Job Service Delivery Project Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines October 2013 - Present
Mercer August 2010 - October 2013
Mercer November 2007 - October 2010
Mercer January 2006 - November 2007
Putnam Investments October 2000 - January 2006
Putnam Investments October 1999 - October 2000
Army National Guard October 1991 - October 2000
Sign Graphix July 1998 - October 1999
Putnam Investments July 1995 - July 1998
Putnam Investments December 1993 - July 1995
Skills
Training, Outsourcing, Six Sigma, Benefits Administration, Employee Benefits, Defined Contribution, Building Relationships, Mentoring New Hires, Performance Management, Employee Engagement, Retirement, Program Management, Call Centers, Process Improvement, Human Resources, Talent Management
Education
Curry College
Bachelors, Business Management
Curry College
Certificate, Human Resource Management
Quincy College
Associates, Business Admnistration
Financial Engines October 2013 - Present
Mercer August 2010 - October 2013
Mercer November 2007 - October 2010
Mercer January 2006 - November 2007
Putnam Investments October 2000 - January 2006
Putnam Investments October 1999 - October 2000
Army National Guard October 1991 - October 2000
Sign Graphix July 1998 - October 1999
Putnam Investments July 1995 - July 1998
Putnam Investments December 1993 - July 1995
Skills
Training, Outsourcing, Six Sigma, Benefits Administration, Employee Benefits, Defined Contribution, Building Relationships, Mentoring New Hires, Performance Management, Employee Engagement, Retirement, Program Management, Call Centers, Process Improvement, Human Resources, Talent Management
Education
Curry College
Bachelors, Business Management
Curry College
Certificate, Human Resource Management
Quincy College
Associates, Business Admnistration
Sara Dauber Sara Dauber's Putnam Investments Experience 2000 - 2003
Job Biotechnology Professional with experience in Program Management, Business Development, and Finance
Industry Pharmaceuticals
Experience
Eccrine Systems, Inc. November 2014 - Present
FORUM Pharmaceuticals June 2012 - May 2014
Biogen Idec Hemophilia May 2010 - February 2012
Biogen Idec February 2010 - July 2010
Gelesis February 2008 - September 2009
JVS 2006 - 2009
Alkermes May 2005 - February 2008
Putnam Investments 2000 - 2003
Skills
Biotechnology, Lifesciences, Pharmaceutical Industry, Start-ups, Licensing, Technology Transfer, Financial Modeling, Business Development, Project Management, Clinical Development, Program Management
Education
Harvard Business School 2003 — 2005
MBA
Columbia College (NY) 1995 — 1999
BA, Biological Sciences
Taylor Allderdice High School
Eccrine Systems, Inc. November 2014 - Present
FORUM Pharmaceuticals June 2012 - May 2014
Biogen Idec Hemophilia May 2010 - February 2012
Biogen Idec February 2010 - July 2010
Gelesis February 2008 - September 2009
JVS 2006 - 2009
Alkermes May 2005 - February 2008
Putnam Investments 2000 - 2003
Skills
Biotechnology, Lifesciences, Pharmaceutical Industry, Start-ups, Licensing, Technology Transfer, Financial Modeling, Business Development, Project Management, Clinical Development, Program Management
Education
Harvard Business School 2003 — 2005
MBA
Columbia College (NY) 1995 — 1999
BA, Biological Sciences
Taylor Allderdice High School
Michele Nolan, CPA, CITP Michele Nolan, CPA, CITP's Putnam Investments Experience 2000 - 2001
Job Manager Financial Reporting at PPD
Industry Accounting
Experience
PPD July 2014 - Present
Duke Progress Energy December 2012 - July 2014
Macdonald Page & Co LLC October 2009 - October 2012
Caturano and Company January 2001 - October 2009
Putnam Investments 2000 - 2001
Skills
Accounting, Auditing, Tax, Managerial Finance, Management Consulting, Forensic Accounting, Cost Accounting, Human Resources, Fraud, Internal Controls, Financial Reporting, GAAP, CPA
Education
Cornell University 1995 — 1999
Bachelor of Science, Business
PPD July 2014 - Present
Duke Progress Energy December 2012 - July 2014
Macdonald Page & Co LLC October 2009 - October 2012
Caturano and Company January 2001 - October 2009
Putnam Investments 2000 - 2001
Skills
Accounting, Auditing, Tax, Managerial Finance, Management Consulting, Forensic Accounting, Cost Accounting, Human Resources, Fraud, Internal Controls, Financial Reporting, GAAP, CPA
Education
Cornell University 1995 — 1999
Bachelor of Science, Business
Kristen Solo Kristen Solo's Putnam Investments Experience June 1995 - June 1998
Job Attorney at The Standard
Industry Financial Services
Experience
The Standard July 2015 - Present
Lexidyne LLC May 2010 - June 2015
Scudder Investments 1999 - 2004
Arthur Andersen, LLP June 1998 - June 1999
Putnam Investments June 1995 - June 1998
State Street Research December 1992 - August 1994
Skills
Defined Benefit, Legal Writing, Mutual Funds, Pensions, Securities, ERISA, Human Resources, 401k, Financial Services, Employee Benefits, Retirement, Investments, Mergers, Leadership
Education
Suffolk University Law School 1994 — 1997
JD, Law
Colorado College 1989 — 1992
BA, Political Economy
The Standard July 2015 - Present
Lexidyne LLC May 2010 - June 2015
Scudder Investments 1999 - 2004
Arthur Andersen, LLP June 1998 - June 1999
Putnam Investments June 1995 - June 1998
State Street Research December 1992 - August 1994
Skills
Defined Benefit, Legal Writing, Mutual Funds, Pensions, Securities, ERISA, Human Resources, 401k, Financial Services, Employee Benefits, Retirement, Investments, Mergers, Leadership
Education
Suffolk University Law School 1994 — 1997
JD, Law
Colorado College 1989 — 1992
BA, Political Economy
Gordon Silver Gordon Silver's Putnam Investments Experience 1989 - 2004
Job Director and Audit Committee Chair at J.I. KISLAK, INC.
Industry Financial Services
Experience
CHINA HGS REAL ESTATE INC. January 2010 - Present
J.I. KISLAK, INC. January 2006 - Present
DWS FUNDS (formerly the Scudder Funds) 2006 - 2006
Putnam Investments 1989 - 2004
Putnam Investments 1987 - 1989
Choate, Hall & Stewart 1972 - 1987
Skills
Securities, Investments, Corporate Governance, Valuation, Finance
Education
Harvard Business School 1968 — 1972
M.B.A., Graduate School of Business Administration
Harvard Law School 1968 — 1972
J.D. cum laude, Law
Cornell University 1964 — 1968
B.A., Major in government and minor in economics
CHINA HGS REAL ESTATE INC. January 2010 - Present
J.I. KISLAK, INC. January 2006 - Present
DWS FUNDS (formerly the Scudder Funds) 2006 - 2006
Putnam Investments 1989 - 2004
Putnam Investments 1987 - 1989
Choate, Hall & Stewart 1972 - 1987
Skills
Securities, Investments, Corporate Governance, Valuation, Finance
Education
Harvard Business School 1968 — 1972
M.B.A., Graduate School of Business Administration
Harvard Law School 1968 — 1972
J.D. cum laude, Law
Cornell University 1964 — 1968
B.A., Major in government and minor in economics
Christine Fortier Christine Fortier's Putnam Investments Experience October 2006 - February 2011
Job Account Coordinator at Retirement Planning Group, LLP
Industry Financial Services
Experience
Retirement Planning Group, LLP June 2015 - Present
Mercer Consulting.Outsourcing.Investments January 2012 - June 2015
New York Life Insurance Company February 2011 - September 2011
Putnam Investments October 2006 - February 2011
Putnam Investments March 2001 - October 2006
Skills
Access, Microsoft Excel, Customer Service, Accounting, Microsoft Word, PowerPoint, Lotus Notes, Microsoft Applications, Process Improvement, Microsoft Office, Analysis, Outlook, 401k, Risk Management, Business Analysis, SQL, Defined Benefit, Finance, Pensions, Technical Writing, Visual Basic, Mutual Funds, ERISA
Education
Suffolk University - Sawyer Business School 2006 — 2009
Bachelors Degree, Business Adminstration/Management
Community College of Rhode Island 1999 — 2003
Associates Degree, Computer Science - Programming Option
Retirement Planning Group, LLP June 2015 - Present
Mercer Consulting.Outsourcing.Investments January 2012 - June 2015
New York Life Insurance Company February 2011 - September 2011
Putnam Investments October 2006 - February 2011
Putnam Investments March 2001 - October 2006
Skills
Access, Microsoft Excel, Customer Service, Accounting, Microsoft Word, PowerPoint, Lotus Notes, Microsoft Applications, Process Improvement, Microsoft Office, Analysis, Outlook, 401k, Risk Management, Business Analysis, SQL, Defined Benefit, Finance, Pensions, Technical Writing, Visual Basic, Mutual Funds, ERISA
Education
Suffolk University - Sawyer Business School 2006 — 2009
Bachelors Degree, Business Adminstration/Management
Community College of Rhode Island 1999 — 2003
Associates Degree, Computer Science - Programming Option
Andrea Cournoyer Andrea Cournoyer's Putnam Investments Experience November 2000 - December 2003
Job Administrative Customer Service
Industry Retail
Experience
Lowe's Home Improvement May 2008 - Present
CVS Caremark Corporation October 2012 - April 2013
BNY Mellon July 2008 - October 2012
BNY Mellon July 2005 - July 2008
BNY Mellon December 2003 - July 2005
Putnam Investments November 2000 - December 2003
Skills
CRM, Training, Process Improvement, Management, Salesforce.com, Outlook, Time Management, Data Entry, Customer Service, Analysis, Microsoft Excel, Teamwork, Lotus Notes, Microsoft Word, Security, Finance, Windows, Internal Audit, Employee Benefits, Data Analysis, Leadership, Sales, Quality Assurance, Telephone Skills, Cashiering, Employee Training, 10 Key, Team Leadership, Mutual Funds
Education
Community College of Rhode Island 1996 — 2000
Associate's degree
Woonsocket Senior HIgh School 1992 — 1996
Lowe's Home Improvement May 2008 - Present
CVS Caremark Corporation October 2012 - April 2013
BNY Mellon July 2008 - October 2012
BNY Mellon July 2005 - July 2008
BNY Mellon December 2003 - July 2005
Putnam Investments November 2000 - December 2003
Skills
CRM, Training, Process Improvement, Management, Salesforce.com, Outlook, Time Management, Data Entry, Customer Service, Analysis, Microsoft Excel, Teamwork, Lotus Notes, Microsoft Word, Security, Finance, Windows, Internal Audit, Employee Benefits, Data Analysis, Leadership, Sales, Quality Assurance, Telephone Skills, Cashiering, Employee Training, 10 Key, Team Leadership, Mutual Funds
Education
Community College of Rhode Island 1996 — 2000
Associate's degree
Woonsocket Senior HIgh School 1992 — 1996
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
Patricia Bean, PHR, SHRM-CP's Putnam Investments Experience 1996 - 1999
Job Vice President, Eastern Benefits Group
Industry Insurance
Experience
Eastern Benefits Group March 2005 - Present
South Shore Workforce Investment Board March 2014 - Present
Athena International 2010 - Present
South Shore Natural Science Center, a SS YMCA entity January 2009 - January 2014
South Shore Chamber of Commerce January 2007 - January 2014
South Shore Chamber of Commerce January 2010 - December 2010
AIM HR Roundtable 2005 - 2010
CitiStreet 1999 - 2005
Putnam Investments 1996 - 1999
Aetna 1983 - 1996
Skills
Compliance, Employee Benefits, Benefits, Health, Dental, 401k, Insurance, Competitive Analysis, Health Insurance, Employee Relations, Leadership Development, Dentistry, Strategic Planning, Non-profits, Human Resources, Nonprofits, Disability Insurance, Payroll, Small Business, Fundraising, Leadership, Organizational..., Coaching, CRM, Benefits Administration, Program Management, Training, Life Insurance, Underwriting, Strategy, Workers Compensation, Account Management, Time Management, Sales, Health Savings Accounts, Mergers & Acquisitions, Brokers, Administration, Long-term Care, Defined Benefit, Deferred Compensation, Medicare, Managed Care, Term Life Insurance, Executive Management, ERISA, FMLA, COBRA, Succession Planning, Property & Casualty...
Education
Whitman Hanson RHS
WHRHS
WHRHS
University of Phoenix 2003 — 2007
Bachelor of Science (BS), Business Management
Curry College 2014 — 2014
PHR, Human Resources Management and Services
Eastern Benefits Group March 2005 - Present
South Shore Workforce Investment Board March 2014 - Present
Athena International 2010 - Present
South Shore Natural Science Center, a SS YMCA entity January 2009 - January 2014
South Shore Chamber of Commerce January 2007 - January 2014
South Shore Chamber of Commerce January 2010 - December 2010
AIM HR Roundtable 2005 - 2010
CitiStreet 1999 - 2005
Putnam Investments 1996 - 1999
Aetna 1983 - 1996
Skills
Compliance, Employee Benefits, Benefits, Health, Dental, 401k, Insurance, Competitive Analysis, Health Insurance, Employee Relations, Leadership Development, Dentistry, Strategic Planning, Non-profits, Human Resources, Nonprofits, Disability Insurance, Payroll, Small Business, Fundraising, Leadership, Organizational..., Coaching, CRM, Benefits Administration, Program Management, Training, Life Insurance, Underwriting, Strategy, Workers Compensation, Account Management, Time Management, Sales, Health Savings Accounts, Mergers & Acquisitions, Brokers, Administration, Long-term Care, Defined Benefit, Deferred Compensation, Medicare, Managed Care, Term Life Insurance, Executive Management, ERISA, FMLA, COBRA, Succession Planning, Property & Casualty...
Education
Whitman Hanson RHS
WHRHS
WHRHS
University of Phoenix 2003 — 2007
Bachelor of Science (BS), Business Management
Curry College 2014 — 2014
PHR, Human Resources Management and Services
Craig Goryl, CFA Craig Goryl, CFA's Putnam Investments Experience January 2006 - December 2008
Job Portfolio Manager at Cabot Wealth Management
Industry Investment Management
Experience
Cabot Wealth Management, Inc. July 2013 - Present
Cabot Wealth Management, Inc. September 2011 - July 2013
Gerson Lehrman Group June 2009 - September 2011
Putnam Investments January 2006 - December 2008
Putnam Investments January 2004 - December 2005
Putnam Investments March 2001 - December 2003
Putnam Investments June 1999 - February 2001
Skills
Equity Research, Due Diligence, Financial Analysis, Portfolio Management, Media and Telecom, Bloomberg, Equities, Quantitative Analytics, Financial Modeling, Alternative Investments, Investments, Telecommunications, Hedge Funds, Media, Valuation, Asset Management, Asset Allocation
Education
Cornell University
BA, Economics
Phillips Exeter Academy
Classical Diploma
Cabot Wealth Management, Inc. July 2013 - Present
Cabot Wealth Management, Inc. September 2011 - July 2013
Gerson Lehrman Group June 2009 - September 2011
Putnam Investments January 2006 - December 2008
Putnam Investments January 2004 - December 2005
Putnam Investments March 2001 - December 2003
Putnam Investments June 1999 - February 2001
Skills
Equity Research, Due Diligence, Financial Analysis, Portfolio Management, Media and Telecom, Bloomberg, Equities, Quantitative Analytics, Financial Modeling, Alternative Investments, Investments, Telecommunications, Hedge Funds, Media, Valuation, Asset Management, Asset Allocation
Education
Cornell University
BA, Economics
Phillips Exeter Academy
Classical Diploma
Will Swenson, CFP® CIMA® Will Swenson, CFP® CIMA®'s Putnam Investments Experience February 2003 - August 2005
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2005 - Present
Putnam Investments February 2003 - August 2005
State Street Research January 2001 - February 2003
John Hancock Life Insurance Company (U.S.A.) January 2000 - February 2001
Pioneer Investments April 1997 - January 2000
Skills
Personal Financial..., Investment Strategies, Investment Advisory, Relationship Management, Investment Management, Portfolio Management, Wealth Management..., Asset Management, Marathon, Asset Allocation
Education
Colorado College 1990 — 1994
BA, English
The William Penn Charter School 1986 — 1990
TIAA-CREF August 2005 - Present
Putnam Investments February 2003 - August 2005
State Street Research January 2001 - February 2003
John Hancock Life Insurance Company (U.S.A.) January 2000 - February 2001
Pioneer Investments April 1997 - January 2000
Skills
Personal Financial..., Investment Strategies, Investment Advisory, Relationship Management, Investment Management, Portfolio Management, Wealth Management..., Asset Management, Marathon, Asset Allocation
Education
Colorado College 1990 — 1994
BA, English
The William Penn Charter School 1986 — 1990
Kira Connors (Dietrich)'s Putnam Investments Experience July 2012 - Present
Job Fixed Income Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2012 - Present
Putnam Investments June 2011 - August 2011
Ameriprise Financial Services, Inc. August 2007 - August 2010
South Boston Girls Lacrosse March 2009 - June 2010
Skills
Investments, Portfolio Management, Fixed Income
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
M.B.A., Capital Markets and Asset Management
Cornell University 2003 — 2007
Applied Economics and Management, Business
Putnam Investments July 2012 - Present
Putnam Investments June 2011 - August 2011
Ameriprise Financial Services, Inc. August 2007 - August 2010
South Boston Girls Lacrosse March 2009 - June 2010
Skills
Investments, Portfolio Management, Fixed Income
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
M.B.A., Capital Markets and Asset Management
Cornell University 2003 — 2007
Applied Economics and Management, Business
Christy Price Christy Price's Putnam Investments Experience 2000 - 2010
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2014 - Present
Morgan Stanley Wealth Management 2010 - 2014
Putnam Investments 2000 - 2010
Skills
Capital Markets, Series 7, Trading, Series 24, Series 63, Series 6, Financial Advisory, Customer Service, Financial Services, Banking
Education
Roger Williams University 1993 — 1997
Bachelor of Science (BS), Paralegal Studies
Community College of Rhode Island
Associate of Arts and Sciences (AAS), Law Enforcement
Merrill Lynch 2014 - Present
Morgan Stanley Wealth Management 2010 - 2014
Putnam Investments 2000 - 2010
Skills
Capital Markets, Series 7, Trading, Series 24, Series 63, Series 6, Financial Advisory, Customer Service, Financial Services, Banking
Education
Roger Williams University 1993 — 1997
Bachelor of Science (BS), Paralegal Studies
Community College of Rhode Island
Associate of Arts and Sciences (AAS), Law Enforcement
Grant Gough's Putnam Investments Experience August 2014 - Present
Job Employee at Putnam Investments
Industry Financial Services
Experience
Putnam Investments August 2014 - Present
Dedham Massachusetts District Court January 2014 - April 2014
Canton Massachusetts Police Department September 2013 - January 2014
Johnny D's Landscaping May 2013 - August 2013
Skills
Very Strong..., Work Very Well In a..., Very Strong Writing..., PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Teamwork, Leadership
Education
Curry College 2010 — 2014
Bachelor of Arts (B.A.), Criminal Justice
Burlington, MA High School 2006 — 2010
High School Diploma
Putnam Investments August 2014 - Present
Dedham Massachusetts District Court January 2014 - April 2014
Canton Massachusetts Police Department September 2013 - January 2014
Johnny D's Landscaping May 2013 - August 2013
Skills
Very Strong..., Work Very Well In a..., Very Strong Writing..., PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Teamwork, Leadership
Education
Curry College 2010 — 2014
Bachelor of Arts (B.A.), Criminal Justice
Burlington, MA High School 2006 — 2010
High School Diploma
Alison Eldridge's Putnam Investments Experience January 1995 - January 1998
Job Customer Service Manager at Blue Marble Brands
Industry Food & Beverages
Experience
Blue Marble Brands January 2010 - Present
Diamond Diagnostics January 2008 - January 2010
Diamond Diagnostics January 2006 - January 2008
SMTC Manufacturing January 2003 - January 2006
PFPC January 1998 - January 2003
Putnam Investments January 1995 - January 1998
Skills
Marketing Strategy, Consumer Products, Sales, Microsoft Office, Retail, Customer Service, Management, Merchandising, Forecasting, Customer Service..., Inventory, CRM Databases, Customer Relations, Customer Satisfaction, Customer Service..., Foodservice Distribution, Time Management, Pricing, Gross Profit
Education
Community College of Rhode Island
Blue Marble Brands January 2010 - Present
Diamond Diagnostics January 2008 - January 2010
Diamond Diagnostics January 2006 - January 2008
SMTC Manufacturing January 2003 - January 2006
PFPC January 1998 - January 2003
Putnam Investments January 1995 - January 1998
Skills
Marketing Strategy, Consumer Products, Sales, Microsoft Office, Retail, Customer Service, Management, Merchandising, Forecasting, Customer Service..., Inventory, CRM Databases, Customer Relations, Customer Satisfaction, Customer Service..., Foodservice Distribution, Time Management, Pricing, Gross Profit
Education
Community College of Rhode Island
Ryan Ponte Ryan Ponte's Putnam Investments Experience September 2015 - Present
Job Recent Graduate of Columbia University
Industry Sports
Experience
Putnam Investments September 2015 - Present
Ironstate Development, The Marketing Directors June 2014 - August 2014
Columbia University in the City of New York August 2012 - May 2014
Columbia Business School June 2013 - September 2013
Rob Waller's All-American Wrestling Club May 2012 - August 2012
Skills
Public Speaking, Customer Service, Research, PowerPoint, Social Media, Leadership, Statistics, Sports Coaching, Microsoft Office
Education
Columbia University in the City of New York 2011 — 2015
Bachelor’s Degree, Political Science
Northfield Mount Hermon 2007 — 2011
High School
Putnam Investments September 2015 - Present
Ironstate Development, The Marketing Directors June 2014 - August 2014
Columbia University in the City of New York August 2012 - May 2014
Columbia Business School June 2013 - September 2013
Rob Waller's All-American Wrestling Club May 2012 - August 2012
Skills
Public Speaking, Customer Service, Research, PowerPoint, Social Media, Leadership, Statistics, Sports Coaching, Microsoft Office
Education
Columbia University in the City of New York 2011 — 2015
Bachelor’s Degree, Political Science
Northfield Mount Hermon 2007 — 2011
High School
Chayenne Espinal's Putnam Investments Experience 2008 - 2010
Job Actor, Musician
Industry Performing Arts
Experience
Latin Music and Dance Studio, LLC August 2010 - Present
Putnam Investments 2008 - 2010
The Latin School of Music and Arts, Inc. 2002 - 2010
Skills
Improvisation, Musical Theatre, Dance, Singing, Performing Arts, Drama, Music Education, Acting, Financial Accounting, Finance, Managerial Finance, Financial Analysis, Music, Piano, Music Theory, Theatre, Ensemble, Vocal, Small Business, Microsoft Office, Microsoft Excel
Education
University of Massachusetts at Lowell 2007 — 2010
Bachelor of Science (B.S.), Corporate Finance
Columbia University in the City of New York 2011 — 2012
Post-Bacc, Pre-Medicine/Pre-Medical Studies
MN Acting Studio
On-Camera Scene Study
The Studio Act
On-Camera Scene Study (ongoing)
Latin Music and Dance Studio, LLC August 2010 - Present
Putnam Investments 2008 - 2010
The Latin School of Music and Arts, Inc. 2002 - 2010
Skills
Improvisation, Musical Theatre, Dance, Singing, Performing Arts, Drama, Music Education, Acting, Financial Accounting, Finance, Managerial Finance, Financial Analysis, Music, Piano, Music Theory, Theatre, Ensemble, Vocal, Small Business, Microsoft Office, Microsoft Excel
Education
University of Massachusetts at Lowell 2007 — 2010
Bachelor of Science (B.S.), Corporate Finance
Columbia University in the City of New York 2011 — 2012
Post-Bacc, Pre-Medicine/Pre-Medical Studies
MN Acting Studio
On-Camera Scene Study
The Studio Act
On-Camera Scene Study (ongoing)
Rodney van Vlerken, CFA's Putnam Investments Experience July 2007 - May 2009
Job
Industry Investment Management
Experience
Waypoint Investments LLC May 2009 - Present
Putnam Investments July 2007 - May 2009
Credit Suisse Group July 2006 - December 2006
Skills
Equities, Investments
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Northeastern University 2003 — 2007
BS, Mathematics
Waypoint Investments LLC May 2009 - Present
Putnam Investments July 2007 - May 2009
Credit Suisse Group July 2006 - December 2006
Skills
Equities, Investments
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Northeastern University 2003 — 2007
BS, Mathematics
Steve Grassa Steve Grassa's Putnam Investments Experience November 2013 - Present
Job Internal Wholesaler at Putnam Investments
Industry Investment Management
Experience
Putnam Investments November 2013 - Present
Columbia University September 2009 - May 2013
The Clinton Group October 2012 - February 2013
OTC Global Holdings LP June 2011 - August 2011
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.), Social Sciences
Buckingham Browne and Nichols
Putnam Investments November 2013 - Present
Columbia University September 2009 - May 2013
The Clinton Group October 2012 - February 2013
OTC Global Holdings LP June 2011 - August 2011
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.), Social Sciences
Buckingham Browne and Nichols
Holly Bander Holly Bander's Putnam Investments Experience October 1999 - June 2002
Job ERISA Consultant at Sentinel Benefits & Financial Group: Helping Employers Comply with the Law
Industry Human Resources
Experience
Sentinel Benefits & Financial Group January 2015 - Present
Employee Benefit Resources, Inc. July 2006 - December 2014
New West Health Services March 2003 - August 2005
Putnam Investments October 1999 - June 2002
Skills
Profit Sharing, Pensions, 401k, Employee Benefits, Retirement, ERISA, Retirement Plan..., Retirement Plan..., Compliance, Deferred Compensation
Education
Columbia University School of Law 1985 — 1988
J.D., Law
University of Pennsylvania 1977 — 1980
Bachelor of Arts, Economics
Sentinel Benefits & Financial Group January 2015 - Present
Employee Benefit Resources, Inc. July 2006 - December 2014
New West Health Services March 2003 - August 2005
Putnam Investments October 1999 - June 2002
Skills
Profit Sharing, Pensions, 401k, Employee Benefits, Retirement, ERISA, Retirement Plan..., Retirement Plan..., Compliance, Deferred Compensation
Education
Columbia University School of Law 1985 — 1988
J.D., Law
University of Pennsylvania 1977 — 1980
Bachelor of Arts, Economics
Jay Dermody Jay Dermody's Putnam Investments Experience June 2005 - February 2007
Job Executive Director, MSCI
Industry Investment Management
Experience
MSCI Inc. November 2012 - Present
Goldman Sachs February 2007 - October 2012
Putnam Investments June 2005 - February 2007
Skills
Equities, Portfolio Management, Equity Research, Quantitative Finance, Matlab, Trading, Financial Modeling, Product Management, Quantitative Investing, Bloomberg, Hedge Funds, Valuation, Trading Systems, Fixed Income, Derivatives, Alternative Investments, Asset Managment, Investments, Capital Markets, Financial Analysis, Big Data Analytics, Statistical Modeling, Functional Programming, Agile Methodologies, Asset Management
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Cornell University 2001 — 2005
BS, Computer Science
MSCI Inc. November 2012 - Present
Goldman Sachs February 2007 - October 2012
Putnam Investments June 2005 - February 2007
Skills
Equities, Portfolio Management, Equity Research, Quantitative Finance, Matlab, Trading, Financial Modeling, Product Management, Quantitative Investing, Bloomberg, Hedge Funds, Valuation, Trading Systems, Fixed Income, Derivatives, Alternative Investments, Asset Managment, Investments, Capital Markets, Financial Analysis, Big Data Analytics, Statistical Modeling, Functional Programming, Agile Methodologies, Asset Management
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Cornell University 2001 — 2005
BS, Computer Science
Joshua Gonzalez, CFA Joshua Gonzalez, CFA's Putnam Investments Experience 2010 - March 2013
Job Associate Credit Analyst at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments March 2013 - Present
Putnam Investments 2010 - March 2013
Barclays Capital June 2009 - August 2009
H.E. Butt Grocery Co. June 2008 - August 2008
Skills
Spanish, Financial Analysis, Excel, Credit Analysis, Financial Modeling, Valuation, Portfolio Management
Education
Cornell University 2006 — 2010
B.S., Applied Economics and Management: Finance
Pioneer Investments March 2013 - Present
Putnam Investments 2010 - March 2013
Barclays Capital June 2009 - August 2009
H.E. Butt Grocery Co. June 2008 - August 2008
Skills
Spanish, Financial Analysis, Excel, Credit Analysis, Financial Modeling, Valuation, Portfolio Management
Education
Cornell University 2006 — 2010
B.S., Applied Economics and Management: Finance
Nicole Guercia's Putnam Investments Experience June 2015 - Present
Job Dealer Marketing Services at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2015 - Present
Putnam Investments May 2014 - August 2014
Ferris Capital May 2013 - December 2013
IMN January 2013 - January 2013
Skills
Business Development, New Business Development, Business Strategy, Account Management, Strategic Planning, Strategy, Sales, CRM, Salesforce.com, Lead Generation, Marketing Strategy, Sales Management, Marketing, Management, Business Planning, Market Research, Business Analysis, Strategic Partnerships, Competitive Analysis, Project Management, B2B
Education
College of the Holy Cross 2011 — 2015
Bachelor of Arts (BA), Economics
College of the Holy Cross 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Government
Masconomet Regional High School 2007 — 2011
Putnam Investments June 2015 - Present
Putnam Investments May 2014 - August 2014
Ferris Capital May 2013 - December 2013
IMN January 2013 - January 2013
Skills
Business Development, New Business Development, Business Strategy, Account Management, Strategic Planning, Strategy, Sales, CRM, Salesforce.com, Lead Generation, Marketing Strategy, Sales Management, Marketing, Management, Business Planning, Market Research, Business Analysis, Strategic Partnerships, Competitive Analysis, Project Management, B2B
Education
College of the Holy Cross 2011 — 2015
Bachelor of Arts (BA), Economics
College of the Holy Cross 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Government
Masconomet Regional High School 2007 — 2011
Corinne Peripoli Corinne Peripoli's Putnam Investments Experience November 2001 - April 2006
Job Accounts Manager at BPV Capital Management
Industry Investment Management
Experience
BPV Capital Management - Back Porch Vista Accounts ManagerBPV Capital Management - Back Porch VistaApril 2015 - Present
Cain Brothers Asset Management May 2010 - April 2015
Atlantic Advisors July 2006 - May 2010
Putnam Investments November 2001 - April 2006
Skills
Accounting, Operations Processes, Financial Operations, Customer Service, Account Reconciliation, Bloomberg, Hedge Funds
Education
University of Massachusetts Dartmouth 1999 — 2001
Marketing
Community College of Rhode Island 1997 — 1999
Associate of Science (A.S.), Business Administration and Management, General
BPV Capital Management - Back Porch Vista Accounts ManagerBPV Capital Management - Back Porch VistaApril 2015 - Present
Cain Brothers Asset Management May 2010 - April 2015
Atlantic Advisors July 2006 - May 2010
Putnam Investments November 2001 - April 2006
Skills
Accounting, Operations Processes, Financial Operations, Customer Service, Account Reconciliation, Bloomberg, Hedge Funds
Education
University of Massachusetts Dartmouth 1999 — 2001
Marketing
Community College of Rhode Island 1997 — 1999
Associate of Science (A.S.), Business Administration and Management, General
Peter Cahill Peter Cahill's Putnam Investments Experience July 2014 - January 2015
Job Regional Sales Director at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US February 2015 - Present
Putnam Investments July 2014 - January 2015
State Street June 2013 - August 2013
State Street June 2012 - August 2012
Cohasset Golf Club June 2011 - August 2011
Skills
Fund Administration, Financial Services, Investments, Sports Marketing, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Microsoft Office, Social Media, Research, Fundraising, Leadership, Customer Service, Strategic Planning, Financial Analysis
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Political Science
St. Sebastian's School 2004 — 2010
Columbia Threadneedle Investments, US February 2015 - Present
Putnam Investments July 2014 - January 2015
State Street June 2013 - August 2013
State Street June 2012 - August 2012
Cohasset Golf Club June 2011 - August 2011
Skills
Fund Administration, Financial Services, Investments, Sports Marketing, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Microsoft Office, Social Media, Research, Fundraising, Leadership, Customer Service, Strategic Planning, Financial Analysis
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Political Science
St. Sebastian's School 2004 — 2010
Pauline Lysko Pauline Lysko's Putnam Investments Experience 1993 - 1994
Job Website Maintenance Professional
Industry Internet
Experience
Emagine October 2011 - Present
Self-employed October 2001 - Present
State Street Bank May 1999 - September 2001
State Street Bank May 1998 - January 1999
SYBASE, Inc. November 1997 - April 1998
Cornelia Connelly School September 1995 - June 1997
Richfood November 1994 - May 1995
Putnam Investments 1993 - 1994
John Hancock Life Insurance Company (U.S.A.) February 1989 - August 1992
D & N Systems/SQL Solutions November 1988 - February 1989
Skills
Lead Generation, PPC, Online Advertising, SEM
Education
Boston College 1990 — 1993
MST, Math/Education
College of the Holy Cross 1983 — 1987
BA, Mathematics
Emagine October 2011 - Present
Self-employed October 2001 - Present
State Street Bank May 1999 - September 2001
State Street Bank May 1998 - January 1999
SYBASE, Inc. November 1997 - April 1998
Cornelia Connelly School September 1995 - June 1997
Richfood November 1994 - May 1995
Putnam Investments 1993 - 1994
John Hancock Life Insurance Company (U.S.A.) February 1989 - August 1992
D & N Systems/SQL Solutions November 1988 - February 1989
Skills
Lead Generation, PPC, Online Advertising, SEM
Education
Boston College 1990 — 1993
MST, Math/Education
College of the Holy Cross 1983 — 1987
BA, Mathematics
Bill Wallack, C.P.M. Bill Wallack, C.P.M.'s Putnam Investments Experience October 1996 - March 2000
Job Senior Director, Procurement Category Management at Nuance Communications
Industry Electrical/Electronic Manufacturing
Experience
Nuance Communications November 2014 - Present
OSRAM SYLVANIA July 2010 - Present
Osram Sylvania June 2008 - August 2010
OSRAM SYLVANIA March 2000 - June 2008
Putnam Investments October 1996 - March 2000
Putnam Investments October 1996 - October 1997
ITT Sheraton May 1988 - October 1996
Skills
Contract Negotiation, Negotiation, Procurement, Purchasing, Strategic Planning, Strategic Sourcing, Supply Chain Management, SAP, Cost Savings, Global Sourcing, Supplier Management, Cost Reduction, Six Sigma, Performance Management, Category Management, Logistics, Sourcing, Contract Negotiations, Cross-functional Team..., Forecasting, Microsoft Office, Outsourcing, Transportation, Staff Mentoring, Supply Management, Management, Process Improvement, Budgets, Program Management, MRP, Supplier Negotiation, Supply Chain..., Vendor Management, Strategy, Change Management, Pricing, Supplier Evaluation
Education
Cornell University - Johnson Graduate School of Management 2013 — 2013
Osram General Management Certificate Program
Salem State College
BA, Psychology/Biology
Nuance Communications November 2014 - Present
OSRAM SYLVANIA July 2010 - Present
Osram Sylvania June 2008 - August 2010
OSRAM SYLVANIA March 2000 - June 2008
Putnam Investments October 1996 - March 2000
Putnam Investments October 1996 - October 1997
ITT Sheraton May 1988 - October 1996
Skills
Contract Negotiation, Negotiation, Procurement, Purchasing, Strategic Planning, Strategic Sourcing, Supply Chain Management, SAP, Cost Savings, Global Sourcing, Supplier Management, Cost Reduction, Six Sigma, Performance Management, Category Management, Logistics, Sourcing, Contract Negotiations, Cross-functional Team..., Forecasting, Microsoft Office, Outsourcing, Transportation, Staff Mentoring, Supply Management, Management, Process Improvement, Budgets, Program Management, MRP, Supplier Negotiation, Supply Chain..., Vendor Management, Strategy, Change Management, Pricing, Supplier Evaluation
Education
Cornell University - Johnson Graduate School of Management 2013 — 2013
Osram General Management Certificate Program
Salem State College
BA, Psychology/Biology
Raeann Johnson's Putnam Investments Experience March 1992 - November 2005
Job Licensed Massage Therapist & Reiki Therapist
Industry Health, Wellness and Fitness
Experience
Relaxation By Rae September 2006 - Present
Putnam Investments March 1992 - November 2005
Sager Electronics January 1988 - January 2002
Skills
Therapeutic Massage, Chair Massage, Holistic Health, Healing, Relaxation, Reiki, Outlook, Customer Service, Public Speaking, Neuromuscular, Pain Management, Meditation, Deep Tissue Massage, Treatment, Herbal, Wellness, Energy Work, Healthcare, Trigger Point Therapy
Education
Curry College 1997 — 2012
Administrative Assistant, Sager Electronics
Dovestar Institute 2005 — 2006
Hingham High School, Hingham MA 1984 — 1988
High School Diploma
Relaxation By Rae September 2006 - Present
Putnam Investments March 1992 - November 2005
Sager Electronics January 1988 - January 2002
Skills
Therapeutic Massage, Chair Massage, Holistic Health, Healing, Relaxation, Reiki, Outlook, Customer Service, Public Speaking, Neuromuscular, Pain Management, Meditation, Deep Tissue Massage, Treatment, Herbal, Wellness, Energy Work, Healthcare, Trigger Point Therapy
Education
Curry College 1997 — 2012
Administrative Assistant, Sager Electronics
Dovestar Institute 2005 — 2006
Hingham High School, Hingham MA 1984 — 1988
High School Diploma
Arthur Gould Arthur Gould's Putnam Investments Experience April 2008 - Present
Job Middle Office Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments April 2008 - Present
Skills
Investments, Microsoft Excel, Financial Services, Equities, Financial Analysis, Finance, Fixed Income, Mutual Funds, Asset Management, Bloomberg
Education
Connecticut College 2003 — 2007
BA, History
Putnam Investments April 2008 - Present
Skills
Investments, Microsoft Excel, Financial Services, Equities, Financial Analysis, Finance, Fixed Income, Mutual Funds, Asset Management, Bloomberg
Education
Connecticut College 2003 — 2007
BA, History
Mark Lohr Mark Lohr's Putnam Investments Experience 1998 - 2000
Job Managing Director at ValuePoint Financial Advisory Services LLC
Industry Financial Services
Experience
ValuePoint Financial Advisory Services LLC March 2012 - Present
East End House October 2000 - Present
RockTech September 2010 - March 2015
Ambient, Inc. 2001 - September 2010
Putnam Investments 1998 - 2000
Fidelity Investments 1993 - 1998
EDS/Appex, Inc. 1990 - 1993
Appex, Inc. 1987 - 1990
Bolt Beranek & Newman 1982 - 1987
Arthur Andersen & Co. 1977 - 1980
Skills
Business Planning, Contract Negotiation, Start-ups, Leadership, Cash Flow, Venture Capital, Strategic Planning, Entrepreneurship, Process Improvement, Financial Analysis, SaaS, Project Management, Business Development, Product Management, Mergers, Program Management, Business Strategy, Management Consulting, Organizational..., Due Diligence
Education
D'Amore-McKim School of Business at Northeastern University 1980 — 1982
MBA, Mgmt. of High Technology Firms
University of Michigan 1973 — 1976
BBA, Accounting & Economics
ValuePoint Financial Advisory Services LLC March 2012 - Present
East End House October 2000 - Present
RockTech September 2010 - March 2015
Ambient, Inc. 2001 - September 2010
Putnam Investments 1998 - 2000
Fidelity Investments 1993 - 1998
EDS/Appex, Inc. 1990 - 1993
Appex, Inc. 1987 - 1990
Bolt Beranek & Newman 1982 - 1987
Arthur Andersen & Co. 1977 - 1980
Skills
Business Planning, Contract Negotiation, Start-ups, Leadership, Cash Flow, Venture Capital, Strategic Planning, Entrepreneurship, Process Improvement, Financial Analysis, SaaS, Project Management, Business Development, Product Management, Mergers, Program Management, Business Strategy, Management Consulting, Organizational..., Due Diligence
Education
D'Amore-McKim School of Business at Northeastern University 1980 — 1982
MBA, Mgmt. of High Technology Firms
University of Michigan 1973 — 1976
BBA, Accounting & Economics
Steven Asher Steven Asher's Putnam Investments Experience 1990 - 2004
Job Independent Fee and Compliance Consultant to Bostonbased mutual fund complex
Industry Financial Services
Experience
Boston-based mutual fund complex 2007 - Present
NPI Capital Limited Partners 2009 - 2013
Putnam Investments 1990 - 2004
Skills
Securities Regulation, Securities, Mutual Funds, Hedge Funds, FINRA, Alternative Investments, Due Diligence, Asset Management, Investments, Corporate Law, Strategy, Investment Management, Private Equity, Venture Capital, Financial Services
Education
Columbia Law School 1977 — 1980
J.D.
Harvard University 1972 — 1977
A.B.
Boston-based mutual fund complex 2007 - Present
NPI Capital Limited Partners 2009 - 2013
Putnam Investments 1990 - 2004
Skills
Securities Regulation, Securities, Mutual Funds, Hedge Funds, FINRA, Alternative Investments, Due Diligence, Asset Management, Investments, Corporate Law, Strategy, Investment Management, Private Equity, Venture Capital, Financial Services
Education
Columbia Law School 1977 — 1980
J.D.
Harvard University 1972 — 1977
A.B.
Kenneth Wong Kenneth Wong's Putnam Investments Experience July 2008 - August 2011
Job
Industry Internet
Experience
Wayfair March 2015 - Present
Wayfair March 2014 - February 2015
Wayfair June 2013 - February 2014
Wayfair September 2011 - May 2013
Putnam Investments July 2008 - August 2011
Verge June 2006 - August 2006
Skills
Equity Research, Equities, Investments, Portfolio Management, Business Intelligence, Financial Modeling, Financial Analysis, Data Analysis, Excel, Valuation, Asset Management, SQL, Business Analysis, Analytics, Microsoft Excel, Business Strategy, Venture Capital, Due Diligence, Analysis, Strategy, Management, Finance, Market Research, Microsoft Office
Education
Cornell University 2004 — 2008
B.A., Economics
Albuquerque Academy
Wayfair March 2015 - Present
Wayfair March 2014 - February 2015
Wayfair June 2013 - February 2014
Wayfair September 2011 - May 2013
Putnam Investments July 2008 - August 2011
Verge June 2006 - August 2006
Skills
Equity Research, Equities, Investments, Portfolio Management, Business Intelligence, Financial Modeling, Financial Analysis, Data Analysis, Excel, Valuation, Asset Management, SQL, Business Analysis, Analytics, Microsoft Excel, Business Strategy, Venture Capital, Due Diligence, Analysis, Strategy, Management, Finance, Market Research, Microsoft Office
Education
Cornell University 2004 — 2008
B.A., Economics
Albuquerque Academy
John O'Rourke, PMP, ITIL v3 John O'Rourke, PMP, ITIL v3's Putnam Investments Experience 2002 - 2004
Job Sr. Advisor, Project Managemetnt at CVS Health
Industry Pharmaceuticals
Experience
CVS Health January 2015 - Present
CVS Health October 2013 - December 2014
Blue Cross Blue Shield of Massachusetts August 2011 - October 2013
Blue Cross Blue Shield of Massachusetts October 2010 - August 2011
Fidelity Investments March 2010 - October 2010
Pegasystems December 2009 - March 2010
Fidelity July 2005 - February 2009
Columbia Management January 2005 - June 2005
Evergreen Investments September 2004 - December 2004
Putnam Investments 2002 - 2004
Skills
Storage, Projects, ITIL, Disaster Recovery, Cloud Computing, SDLC, Data Center, Requirements Analysis, Virtualization, Business Analysis, Program Management, Integration, PMP, Unix, Infrastructure, VMware, PMO, Process Improvement, Cross-functional Team..., Security, Project Management, Risk Management, Solaris, Software Development, Strategy, Service Delivery, Management, Product Management, Change Management, Testing, IT Strategy, Vendor Management, System Deployment, Enterprise Architecture, Information Technology, Leadership
Education
New College of California 1992 — 1994
JD (not completed), Law
Columbia College 1989 — 1991
BA, Crinimal Justice Administration
Oakland Community College 1980 — 1982
AAS, Mechanical Engineering
CVS Health January 2015 - Present
CVS Health October 2013 - December 2014
Blue Cross Blue Shield of Massachusetts August 2011 - October 2013
Blue Cross Blue Shield of Massachusetts October 2010 - August 2011
Fidelity Investments March 2010 - October 2010
Pegasystems December 2009 - March 2010
Fidelity July 2005 - February 2009
Columbia Management January 2005 - June 2005
Evergreen Investments September 2004 - December 2004
Putnam Investments 2002 - 2004
Skills
Storage, Projects, ITIL, Disaster Recovery, Cloud Computing, SDLC, Data Center, Requirements Analysis, Virtualization, Business Analysis, Program Management, Integration, PMP, Unix, Infrastructure, VMware, PMO, Process Improvement, Cross-functional Team..., Security, Project Management, Risk Management, Solaris, Software Development, Strategy, Service Delivery, Management, Product Management, Change Management, Testing, IT Strategy, Vendor Management, System Deployment, Enterprise Architecture, Information Technology, Leadership
Education
New College of California 1992 — 1994
JD (not completed), Law
Columbia College 1989 — 1991
BA, Crinimal Justice Administration
Oakland Community College 1980 — 1982
AAS, Mechanical Engineering
John Latella John Latella's Putnam Investments Experience 1994 - 2004
Job Retirement Services Professional
Industry Financial Services
Experience
ADP September 2014 - Present
ING U.S. October 2004 - April 2014
Putnam Investments 1994 - 2004
Towers Perrin (now Towers Watson) 1987 - 1993
Kwasha Lipton (now part of ACS/Xerox) 1984 - 1987
Skills
Relationship Management, Mutual Funds, Financial Services, Strategy, Portfolio Management, Investments, Series 7, 401k, Retirement, Retirement Planning, Management, CRM, Business Planning, Leadership
Education
Cornell University 1980 — 1984
Bachelor of Arts (BA), Chemistry
ADP September 2014 - Present
ING U.S. October 2004 - April 2014
Putnam Investments 1994 - 2004
Towers Perrin (now Towers Watson) 1987 - 1993
Kwasha Lipton (now part of ACS/Xerox) 1984 - 1987
Skills
Relationship Management, Mutual Funds, Financial Services, Strategy, Portfolio Management, Investments, Series 7, 401k, Retirement, Retirement Planning, Management, CRM, Business Planning, Leadership
Education
Cornell University 1980 — 1984
Bachelor of Arts (BA), Chemistry
Olga V Hall Olga V Hall's Putnam Investments Experience 1998 - 1999
Job Sr Technical Program Manager, Amazon Instant Video
Industry Retail
Experience
Amazon January 2013 - Present
Amazon December 2011 - December 2012
Amazon.com August 2010 - November 2011
CSC August 2009 - August 2010
CSC October 2008 - August 2009
CSC March 2007 - September 2008
CSC May 2005 - September 2008
Sun Microsystems November 2004 - April 2005
Sun Microsystems November 2000 - October 2004
Putnam Investments 1998 - 1999
Skills
Vendor Management, Performance Metrics, PMP, Service Catalog, Program Management, SDLC, E-commerce, Business Development, Turn Around Management, Team Building, Cross-functional Team..., Digital Video, Project Management, Project Planning, Management, Process Improvement, Visio, Leadership, Change Management, Outsourcing, PMO, Team Leadership, Mobile Devices, Team Management, Software Documentation, Service Delivery, Scrum, Integration, Software Project..., IT Strategy, Agile Methodologies, Oracle, Business Intelligence, Business Process, Cloud Computing, Strategy, Requirements Analysis, Business Analysis, Governance, SaaS, Business Process..., Agile Project Management, Enterprise Software, Project Portfolio..., Enterprise Architecture, Product Management
Education
Northeastern University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), High Technology Management, Innovation Entrepreneurship Specialization
University of Massachusetts at Lowell 2011 — 2013
Bachelor of Science (BS), Information Technology, UMASS
eCornell 2009 — 2010
Certificate, High Performance Leadership
eCornell 2008 — 2009
Certificate, Leadership and Management
Moscow State Linguistic University 1990 — 1994
M.S., Linguistics
Amazon January 2013 - Present
Amazon December 2011 - December 2012
Amazon.com August 2010 - November 2011
CSC August 2009 - August 2010
CSC October 2008 - August 2009
CSC March 2007 - September 2008
CSC May 2005 - September 2008
Sun Microsystems November 2004 - April 2005
Sun Microsystems November 2000 - October 2004
Putnam Investments 1998 - 1999
Skills
Vendor Management, Performance Metrics, PMP, Service Catalog, Program Management, SDLC, E-commerce, Business Development, Turn Around Management, Team Building, Cross-functional Team..., Digital Video, Project Management, Project Planning, Management, Process Improvement, Visio, Leadership, Change Management, Outsourcing, PMO, Team Leadership, Mobile Devices, Team Management, Software Documentation, Service Delivery, Scrum, Integration, Software Project..., IT Strategy, Agile Methodologies, Oracle, Business Intelligence, Business Process, Cloud Computing, Strategy, Requirements Analysis, Business Analysis, Governance, SaaS, Business Process..., Agile Project Management, Enterprise Software, Project Portfolio..., Enterprise Architecture, Product Management
Education
Northeastern University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), High Technology Management, Innovation Entrepreneurship Specialization
University of Massachusetts at Lowell 2011 — 2013
Bachelor of Science (BS), Information Technology, UMASS
eCornell 2009 — 2010
Certificate, High Performance Leadership
eCornell 2008 — 2009
Certificate, Leadership and Management
Moscow State Linguistic University 1990 — 1994
M.S., Linguistics
Joseph Stein Joseph Stein's Putnam Investments Experience 2000 - 2003
Job Quantitative Research Analyst at Grantham, Mayo, Van Otterloo LLC
Industry Investment Management
Experience
Grantham, Mayo, Van Otterloo LLC 2009 - Present
Grantham, Mayo, Van Otterloo LLC 2003 - 2009
Putnam Investments 2000 - 2003
Lehman Brothers 1998 - 2000
Skills
Equities, Derivatives, Fixed Income, Portfolio Management, Hedge Funds, Bloomberg, Financial Modeling, Alternative Investments, Equity Research, Equity Valuation, Financial Engineering, Quantitative Analytics, Quantitative Finance, Risk Arbitrage, MATLAB, SQL, R, Python
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Cornell University 1996 — 1998
MEng, Operations Research
Wesleyan University 1990 — 1994
BA (Honors), Chemistry, Environmental Science, Magna Cum Laude
Grantham, Mayo, Van Otterloo LLC 2009 - Present
Grantham, Mayo, Van Otterloo LLC 2003 - 2009
Putnam Investments 2000 - 2003
Lehman Brothers 1998 - 2000
Skills
Equities, Derivatives, Fixed Income, Portfolio Management, Hedge Funds, Bloomberg, Financial Modeling, Alternative Investments, Equity Research, Equity Valuation, Financial Engineering, Quantitative Analytics, Quantitative Finance, Risk Arbitrage, MATLAB, SQL, R, Python
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Cornell University 1996 — 1998
MEng, Operations Research
Wesleyan University 1990 — 1994
BA (Honors), Chemistry, Environmental Science, Magna Cum Laude
John Varanelli's Putnam Investments Experience 2000 - 2004
Job Information Technology Executive | Infrastructure Management | Project Delivery
Industry Information Technology and Services
Experience
Adept Technology 2008 - 2010
Red Bridge Strategy, Inc. 2008 - 2009
Capgemini Consulting 2005 - 2008
Control Solutions International 2004 - 2005
Putnam Investments 2000 - 2004
USTrust Bank 1998 - 2000
Coopers & Lybrand Consulting 1994 - 1998
Gartner 1991 - 1994
ITT Sheraton 1986 - 1991
ITT Industries 1981 - 1986
Skills
IT Strategy, Business Intelligence, IT Management, Data Center, Risk Management, ITIL, Outsourcing, Information Technology, Management Consulting, Infrastructure, IT Infrastructure..., IT Infrastructure..., IT Operations Management, Project Management, Project Governance, Strategy Implementation, Business Process..., Sarbanes-Oxley, IT Controls, SAS70, COBIT, Data Privacy, Vendor Management, Vendor Relationships, Manage Client..., Client Development, Proposal Leadership, Proposal Writing
Education
Columbia Engineering
MS, Computer Science
Fordham University
BS, Physics
Adept Technology 2008 - 2010
Red Bridge Strategy, Inc. 2008 - 2009
Capgemini Consulting 2005 - 2008
Control Solutions International 2004 - 2005
Putnam Investments 2000 - 2004
USTrust Bank 1998 - 2000
Coopers & Lybrand Consulting 1994 - 1998
Gartner 1991 - 1994
ITT Sheraton 1986 - 1991
ITT Industries 1981 - 1986
Skills
IT Strategy, Business Intelligence, IT Management, Data Center, Risk Management, ITIL, Outsourcing, Information Technology, Management Consulting, Infrastructure, IT Infrastructure..., IT Infrastructure..., IT Operations Management, Project Management, Project Governance, Strategy Implementation, Business Process..., Sarbanes-Oxley, IT Controls, SAS70, COBIT, Data Privacy, Vendor Management, Vendor Relationships, Manage Client..., Client Development, Proposal Leadership, Proposal Writing
Education
Columbia Engineering
MS, Computer Science
Fordham University
BS, Physics
Thomas A.J. Hull's Putnam Investments Experience 1995 - 1996
Job Senior Database Administrator
Industry Computer Software
Experience
Union Bank 2014 - Present
QuestPoint LLC 2013 - 2014
Biogen Idec 2007 - 2013
Federal Home Loan Bank of Boston 2006 - 2007
TIAA-CREF 2004 - 2006
TAC Worldwide 1999 - 2004
John Hancock Life Insurance Company (U.S.A.) 1998 - 1999
The MENTOR Network 1996 - 1998
Putnam Investments 1995 - 1996
Army National Guard 1989 - 1995
Skills
Databases, Database Design, Microsoft SQL Server, SQL, SSRS, Oracle, Database Administration, Integration, Enterprise Software, Requirements Analysis, Performance Tuning, ETL, IIS, Disaster Recovery, High Availability, Visual Basic, SQL Tuning, Data Modeling, .NET, VBScript, T-SQL, Replication, SSIS, C#, Crystal Reports, XML, SDLC, Cluster, Business Intelligence, PL/SQL, SharePoint, Data Warehousing, Enterprise Architecture, Data Migration, Servers, Troubleshooting, Database Development, Architecture, Unix, ASP.NET, HTML, Shell Scripting, JavaScript, Unix Shell Scripting, Security, Clustering, TFS, Hadoop
Education
Cornell University
Bachelor of Science, Engineering
William E. Simon School of Business
Master of Business Administration (M.B.A.), Information Systems, Operations Mgmt, & Finance
Harvard Extension School 2003 — 2008
Computer Science, A
University of California, San Diego 2013 — 2014
Information Technology and Software Engineering, A+
Union Bank 2014 - Present
QuestPoint LLC 2013 - 2014
Biogen Idec 2007 - 2013
Federal Home Loan Bank of Boston 2006 - 2007
TIAA-CREF 2004 - 2006
TAC Worldwide 1999 - 2004
John Hancock Life Insurance Company (U.S.A.) 1998 - 1999
The MENTOR Network 1996 - 1998
Putnam Investments 1995 - 1996
Army National Guard 1989 - 1995
Skills
Databases, Database Design, Microsoft SQL Server, SQL, SSRS, Oracle, Database Administration, Integration, Enterprise Software, Requirements Analysis, Performance Tuning, ETL, IIS, Disaster Recovery, High Availability, Visual Basic, SQL Tuning, Data Modeling, .NET, VBScript, T-SQL, Replication, SSIS, C#, Crystal Reports, XML, SDLC, Cluster, Business Intelligence, PL/SQL, SharePoint, Data Warehousing, Enterprise Architecture, Data Migration, Servers, Troubleshooting, Database Development, Architecture, Unix, ASP.NET, HTML, Shell Scripting, JavaScript, Unix Shell Scripting, Security, Clustering, TFS, Hadoop
Education
Cornell University
Bachelor of Science, Engineering
William E. Simon School of Business
Master of Business Administration (M.B.A.), Information Systems, Operations Mgmt, & Finance
Harvard Extension School 2003 — 2008
Computer Science, A
University of California, San Diego 2013 — 2014
Information Technology and Software Engineering, A+
Elia Sheldon's Putnam Investments Experience September 2003 - March 2004
Job Pursuing my dream of becoming a published novelist
Industry Writing and Editing
Experience
eliasheldon April 2012 - Present
UnitedHealth Group April 2008 - April 2012
Pershing, LLC October 2007 - March 2008
Fidelity Investments February 2007 - May 2007
Fidelity Investments March 2004 - February 2007
Putnam Investments September 2003 - March 2004
Market Intelligence August 2002 - June 2003
CCBN, Inc. March 2002 - June 2002
Digitas December 2000 - March 2001
iXL January 2000 - December 2000
Skills
Business Analysis, Program Management, Project Management, Quality Assurance, Systems Analysis, Customer Experience, Operations Management, CRM, SDLC, Software Documentation, Process Improvement
Education
Cornell University 1989 — 1993
BS
Niskayuna High School 1985 — 1989
eliasheldon April 2012 - Present
UnitedHealth Group April 2008 - April 2012
Pershing, LLC October 2007 - March 2008
Fidelity Investments February 2007 - May 2007
Fidelity Investments March 2004 - February 2007
Putnam Investments September 2003 - March 2004
Market Intelligence August 2002 - June 2003
CCBN, Inc. March 2002 - June 2002
Digitas December 2000 - March 2001
iXL January 2000 - December 2000
Skills
Business Analysis, Program Management, Project Management, Quality Assurance, Systems Analysis, Customer Experience, Operations Management, CRM, SDLC, Software Documentation, Process Improvement
Education
Cornell University 1989 — 1993
BS
Niskayuna High School 1985 — 1989
Al Badger's Putnam Investments Experience 2008 - July 2014
Job Applications Systems Engineer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo July 2014 - Present
Putnam Investments 2008 - July 2014
Putnam Investments 2008 - 2010
Putnam Investments 2002 - 2008
Logan Britton 1997 - 2002
Skills
Unix, Data Mining, Sybase, Team Leadership, Data Integration, Analytics, Business Analysis, DB2, Informatica, Data Warehousing, ETL, Data Modeling, Microsoft SQL Server, Vendor Management, SDLC, Financial Services, Business Intelligence, SQL, Oracle, Management, Performance Tuning, Leadership, Business Objects, Program Management, Unix Shell Scripting, SOA, PMP, Solution Architecture, Requirements Gathering, Agile Project Management, Database Design, IT Strategy, Requirements Analysis, Databases, Master Data Management, Business Process, Systems Analysis, Data Warehouse..., Data Quality, Enterprise Software, PL/SQL, Shell Scripting
Education
D'Amore-McKim School of Business at Northeastern University 1994 — 1996
Northeastern University 1987 — 1991
St. Mark's School 1980 — 1986
Wells Fargo July 2014 - Present
Putnam Investments 2008 - July 2014
Putnam Investments 2008 - 2010
Putnam Investments 2002 - 2008
Logan Britton 1997 - 2002
Skills
Unix, Data Mining, Sybase, Team Leadership, Data Integration, Analytics, Business Analysis, DB2, Informatica, Data Warehousing, ETL, Data Modeling, Microsoft SQL Server, Vendor Management, SDLC, Financial Services, Business Intelligence, SQL, Oracle, Management, Performance Tuning, Leadership, Business Objects, Program Management, Unix Shell Scripting, SOA, PMP, Solution Architecture, Requirements Gathering, Agile Project Management, Database Design, IT Strategy, Requirements Analysis, Databases, Master Data Management, Business Process, Systems Analysis, Data Warehouse..., Data Quality, Enterprise Software, PL/SQL, Shell Scripting
Education
D'Amore-McKim School of Business at Northeastern University 1994 — 1996
Northeastern University 1987 — 1991
St. Mark's School 1980 — 1986
Alfred Poindexter's Putnam Investments Experience April 1998 - March 2004
Job User Experience Designer/Certified Usability Analyst (CUA)
Industry Internet
Experience
The Nielsen Company October 2010 - Present
ALFRED POINDEXTER DESIGN June 2010 - June 2011
Advances in Health July 2010 - May 2011
Reliant Energy 2008 - 2010
Reliant Energy 2008 - 2010
Idea Integration May 2006 - August 2008
IDEA May 2005 - August 2008
Fresh Inc. March 2001 - May 2005
Putnam Investments April 1998 - March 2004
Putnam Investments January 1998 - January 2004
Skills
Axure, Sitemaps, Information Architecture, User Experience, User-centered Design, Usability Testing, Site Maps, Card Sorting, Interaction Design, Wireframes, User Interface Design, Heuristic Evaluation, CSS, Information Design, Usability, User Interface, Web Development, Axure RP, Web Design
Education
Curry College 1991 — 1995
Bachelors, Cognitive Psychology
Curry College 1991 — 1995
Bachelor of Science, Cognitive Psychology
The Nielsen Company October 2010 - Present
ALFRED POINDEXTER DESIGN June 2010 - June 2011
Advances in Health July 2010 - May 2011
Reliant Energy 2008 - 2010
Reliant Energy 2008 - 2010
Idea Integration May 2006 - August 2008
IDEA May 2005 - August 2008
Fresh Inc. March 2001 - May 2005
Putnam Investments April 1998 - March 2004
Putnam Investments January 1998 - January 2004
Skills
Axure, Sitemaps, Information Architecture, User Experience, User-centered Design, Usability Testing, Site Maps, Card Sorting, Interaction Design, Wireframes, User Interface Design, Heuristic Evaluation, CSS, Information Design, Usability, User Interface, Web Development, Axure RP, Web Design
Education
Curry College 1991 — 1995
Bachelors, Cognitive Psychology
Curry College 1991 — 1995
Bachelor of Science, Cognitive Psychology
Tom Callahan's Putnam Investments Experience 1995 - 1998
Job Director, Client Portfolio Management at TIAACREF
Industry Investment Management
Experience
TIAA-CREF 2008 - Present
Deutsche Asset Management 2003 - 2008
Deutsche Asset Management 2003 - 2006
AllianceBernstein 2000 - 2003
Prudential Financial 1998 - 2000
Putnam Investments 1995 - 1998
Skills
Equities, Portfolio Management, Alternative Investments, Hedge Funds, Mutual Funds, Product Management, Asset Allocation, Institutional...
Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (MBA), Finance
Purdue University
Bachelor of Arts (B.A.)
TIAA-CREF 2008 - Present
Deutsche Asset Management 2003 - 2008
Deutsche Asset Management 2003 - 2006
AllianceBernstein 2000 - 2003
Prudential Financial 1998 - 2000
Putnam Investments 1995 - 1998
Skills
Equities, Portfolio Management, Alternative Investments, Hedge Funds, Mutual Funds, Product Management, Asset Allocation, Institutional...
Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (MBA), Finance
Purdue University
Bachelor of Arts (B.A.)
Brian Cournoyer's Putnam Investments Experience May 2006 - May 2011
Job Software Developer at Brittany Dyeing & Printing Corp
Industry Computer Software
Experience
Brittany Dyeing & Printing Corp September 2015 - Present
Natixis Global Asset Management July 2015 - September 2015
Citizens Bank December 2014 - May 2015
Boston Scientific December 2011 - December 2014
Putnam Investments May 2006 - May 2011
PFPC 2001 - 2005
pfpc 2001 - 2002
Twin River Casino 1994 - 1996
Skills
Visual Basic, SQL, Visual SourceSafe, HTML, JavaScript, PHP, CSS, Microsoft Access, Microsoft Excel, Business Objects, Mootools, Object Oriented Design, MYSQL, Databases, VBA, VBScript, Software Development, Web Applications, Access, Automation, MySQL, SDLC, Agile Methodologies
Education
University of Rhode Island 2007 — 2012
Computer Science
Community College of Rhode Island 1996 — 1999
Rhode Island College 1995 — 1996
Woonsocket High School 1992 — 1995
Diploma
Brittany Dyeing & Printing Corp September 2015 - Present
Natixis Global Asset Management July 2015 - September 2015
Citizens Bank December 2014 - May 2015
Boston Scientific December 2011 - December 2014
Putnam Investments May 2006 - May 2011
PFPC 2001 - 2005
pfpc 2001 - 2002
Twin River Casino 1994 - 1996
Skills
Visual Basic, SQL, Visual SourceSafe, HTML, JavaScript, PHP, CSS, Microsoft Access, Microsoft Excel, Business Objects, Mootools, Object Oriented Design, MYSQL, Databases, VBA, VBScript, Software Development, Web Applications, Access, Automation, MySQL, SDLC, Agile Methodologies
Education
University of Rhode Island 2007 — 2012
Computer Science
Community College of Rhode Island 1996 — 1999
Rhode Island College 1995 — 1996
Woonsocket High School 1992 — 1995
Diploma
Michelle (Fugere) Zoltowski's Putnam Investments Experience October 2000 - February 2009
Job Vice President, Senior Account Executive at Putnam Investments
Industry Financial Services
Experience
Putnam Investments October 2000 - February 2009
StayWell Health Management 1998 - 2000
Madison Publishing 1993 - 1998
Education
College of the Holy Cross 1989 — 1993
Putnam Investments October 2000 - February 2009
StayWell Health Management 1998 - 2000
Madison Publishing 1993 - 1998
Education
College of the Holy Cross 1989 — 1993
Peter Campagna, CIMA, AIF's Putnam Investments Experience 1992 - 1996
Job Vice President Defined Contribution Advisor Consultant at BlackRock
Industry Financial Services
Experience
BlackRock May 2012 - Present
Eaton Vance January 2009 - May 2012
J&W Seligman August 2002 - November 2008
Putnam Investments 1992 - 1996
Skills
Investment Strategies, ETFs, Retirement Planning, 401k, Financial Services, Separately Managed..., Investment Advisory, Financial Analysis, Capital Markets
Education
Cornell University 1989 — 1992
Bachelor of Science (BS)
The London School of Economics and Political Science (LSE) 1990 — 1991
Economics
BlackRock May 2012 - Present
Eaton Vance January 2009 - May 2012
J&W Seligman August 2002 - November 2008
Putnam Investments 1992 - 1996
Skills
Investment Strategies, ETFs, Retirement Planning, 401k, Financial Services, Separately Managed..., Investment Advisory, Financial Analysis, Capital Markets
Education
Cornell University 1989 — 1992
Bachelor of Science (BS)
The London School of Economics and Political Science (LSE) 1990 — 1991
Economics
Jay Gill's Putnam Investments Experience 1999 - 2000
Job ASE, Wells Fargo, Funds Management Group
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
Wells Fargo September 2009 - October 2013
Evergreen Investments August 2000 - September 2009
putnam investments 1999 - 2000
Skills
Mutual Funds
Education
Cornell University 1994 — 1999
Wells Fargo October 2013 - Present
Wells Fargo September 2009 - October 2013
Evergreen Investments August 2000 - September 2009
putnam investments 1999 - 2000
Skills
Mutual Funds
Education
Cornell University 1994 — 1999
Christine Scordato's Putnam Investments Experience 1991 - 2004
Job Managing Director, Human Resources at Wellington
Industry Investment Management
Experience
Wellington Management 2004 - Present
Putnam Investments 1991 - 2004
Catalyst 1988 - 1991
Skills
Asset Management, Strategic Planning, Talent Management, Coaching, Organizational..., Investments, Leadership
Education
Columbia University - Columbia Business School 2013 — 2014
Columbia Coaching Program, Executive coaching
Smith College 1982 — 1986
A.B.
Harvard University Graduate School of Education
Ed.M., Organizational Change and Adult Development
Wellington Management 2004 - Present
Putnam Investments 1991 - 2004
Catalyst 1988 - 1991
Skills
Asset Management, Strategic Planning, Talent Management, Coaching, Organizational..., Investments, Leadership
Education
Columbia University - Columbia Business School 2013 — 2014
Columbia Coaching Program, Executive coaching
Smith College 1982 — 1986
A.B.
Harvard University Graduate School of Education
Ed.M., Organizational Change and Adult Development
Vake Dhingra's Putnam Investments Experience June 2014 - Present
Job Senior Manager, Server Engineering at Putnam Investments
Industry Information Technology and Services
Experience
Putnam Investments June 2014 - Present
Massachusetts Eye and Ear Infirmary May 2011 - May 2014
North Shore Medical Center, Partners Health Care February 2010 - June 2011
Forrester Research, Inc July 2007 - February 2010
2006 - 2007 January 2006 - July 2007
Forrester Research, Inc January 1998 - January 2005
Education
Connecticut College 1994 — 1998
Bachelor of Arts, Environmental Studies
New Horizon Training Center
Putnam Investments June 2014 - Present
Massachusetts Eye and Ear Infirmary May 2011 - May 2014
North Shore Medical Center, Partners Health Care February 2010 - June 2011
Forrester Research, Inc July 2007 - February 2010
2006 - 2007 January 2006 - July 2007
Forrester Research, Inc January 1998 - January 2005
Education
Connecticut College 1994 — 1998
Bachelor of Arts, Environmental Studies
New Horizon Training Center
Catherine Vecchiarelli's Putnam Investments Experience 2002 - 2005
Job Sr. Program Manager, Mercer Health & Benefits
Industry Health, Wellness and Fitness
Experience
Mercer Consulting January 2013 - Present
Mercer August 2010 - January 2013
Mercer August 2009 - August 2010
Mercer November 2007 - August 2009
Mercer Outsourcing June 2005 - November 2007
Putnam Investments 2002 - 2005
Putnam Investments 1999 - 2002
Partners HealthCare 1996 - 1999
Skills
Employee Benefits, Performance Management, Benefits Administration, Employee Engagement, Deferred Compensation, Process Improvement, Organizational Design, Project Management, HRIS, Vendor Management, Human Resources, Outsourcing, Training, Workforce Planning, Talent Management, Onboarding, Organizational..., 401k, Change Management, Organizational..., Employee Relations, Instructional Design, Adult Learning..., Public Speaking, People Development, Global Thinking, Continuous Improvement, Carrier Relationships, Carrier Relationship...
Education
Northeastern University 1994 — 1999
Bachelor of Science (B.S.), Psychology
Curtin University of Technology 1997 — 1997
Mercer Consulting January 2013 - Present
Mercer August 2010 - January 2013
Mercer August 2009 - August 2010
Mercer November 2007 - August 2009
Mercer Outsourcing June 2005 - November 2007
Putnam Investments 2002 - 2005
Putnam Investments 1999 - 2002
Partners HealthCare 1996 - 1999
Skills
Employee Benefits, Performance Management, Benefits Administration, Employee Engagement, Deferred Compensation, Process Improvement, Organizational Design, Project Management, HRIS, Vendor Management, Human Resources, Outsourcing, Training, Workforce Planning, Talent Management, Onboarding, Organizational..., 401k, Change Management, Organizational..., Employee Relations, Instructional Design, Adult Learning..., Public Speaking, People Development, Global Thinking, Continuous Improvement, Carrier Relationships, Carrier Relationship...
Education
Northeastern University 1994 — 1999
Bachelor of Science (B.S.), Psychology
Curtin University of Technology 1997 — 1997
Paul Giacoia's Putnam Investments Experience 2006 - 2007
Job Portfolio Analyst at PanAgora Asset Management
Industry Financial Services
Experience
PanAgora Asset Management 2007 - Present
Putnam Investments 2006 - 2007
Putnam Investments 2004 - 2006
Putnam Investments 2003 - 2004
Putnam Investments 2002 - 2003
Putnam Investments 2001 - 2002
Skills
Portfolio Management, Asset Allocation, Fixed Income, Investment Management, Alternative Investments, Mutual Funds, Equities, Microsoft Office, Asset Management, Product Management, Product Development, Client Relations Skills, Investments, Hedge Funds, Customer Service, Securities, Fund Accounting, Analysis, Financial Services
Education
Creighton University 2010 — 2015
MS, Investment Management and Financial Analysis
University of Massachusetts, Amherst 1995 — 1999
BA, Communications
PanAgora Asset Management 2007 - Present
Putnam Investments 2006 - 2007
Putnam Investments 2004 - 2006
Putnam Investments 2003 - 2004
Putnam Investments 2002 - 2003
Putnam Investments 2001 - 2002
Skills
Portfolio Management, Asset Allocation, Fixed Income, Investment Management, Alternative Investments, Mutual Funds, Equities, Microsoft Office, Asset Management, Product Management, Product Development, Client Relations Skills, Investments, Hedge Funds, Customer Service, Securities, Fund Accounting, Analysis, Financial Services
Education
Creighton University 2010 — 2015
MS, Investment Management and Financial Analysis
University of Massachusetts, Amherst 1995 — 1999
BA, Communications
Alan Beaulieu's Putnam Investments Experience 1997 - 1998
Job Oracle Database Architect and Lead Developer
Industry Computer Software
Experience
Warp Drive Bio February 2014 - Present
State Street Bank March 2008 - Present
Symphony Services 2010 - 2010
NetNumber January 2008 - April 2008
Fidelity Investments October 2006 - January 2008
Fidelity Investments February 2005 - October 2006
Charles River Development 2002 - 2003
NetNumber January 2000 - July 2001
Fidelity Investments May 1999 - December 1999
Putnam Investments 1997 - 1998
Skills
Oracle, Database Design, Data Warehousing, SQL, Unix, PL/SQL, Databases, Java, Integration, Business Analysis, Data Modeling, Oracle RAC, Oracle PL/SQL..., OLTP, VLDB, Oracle 11g
Education
Cornell University 1983 — 1987
BS, Engineering
Warp Drive Bio February 2014 - Present
State Street Bank March 2008 - Present
Symphony Services 2010 - 2010
NetNumber January 2008 - April 2008
Fidelity Investments October 2006 - January 2008
Fidelity Investments February 2005 - October 2006
Charles River Development 2002 - 2003
NetNumber January 2000 - July 2001
Fidelity Investments May 1999 - December 1999
Putnam Investments 1997 - 1998
Skills
Oracle, Database Design, Data Warehousing, SQL, Unix, PL/SQL, Databases, Java, Integration, Business Analysis, Data Modeling, Oracle RAC, Oracle PL/SQL..., OLTP, VLDB, Oracle 11g
Education
Cornell University 1983 — 1987
BS, Engineering
Joseph Contarino Jr's Putnam Investments Experience 1998 - 2000
Job Director at Fidelity Investments, Client Management
Industry Financial Services
Experience
Fidelity Investments February 2000 - Present
UPS January 1992 - January 2000
Putnam Investments 1998 - 2000
Skills
Mutual Funds, Relationship Management
Education
Community College of Rhode Island 1993 — 1995
Associates, Business
Fidelity Investments February 2000 - Present
UPS January 1992 - January 2000
Putnam Investments 1998 - 2000
Skills
Mutual Funds, Relationship Management
Education
Community College of Rhode Island 1993 — 1995
Associates, Business
Ryan O'Connor, CFA's Putnam Investments Experience January 2010 - June 2011
Job SPG Sales at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
J.P. Morgan June 2011 - April 2014
Putnam Investments January 2010 - June 2011
Putnam Investments November 2008 - January 2010
Fidelity Investments June 2007 - August 2007
Education
College of the Holy Cross 2004 — 2008
Biology, Pre-Med
Boston College High School 2000 — 2004
J.P. Morgan May 2014 - Present
J.P. Morgan June 2011 - April 2014
Putnam Investments January 2010 - June 2011
Putnam Investments November 2008 - January 2010
Fidelity Investments June 2007 - August 2007
Education
College of the Holy Cross 2004 — 2008
Biology, Pre-Med
Boston College High School 2000 — 2004
Karen Youel's Putnam Investments Experience August 1999 - October 2002
Job Management Analyst, Housing Division at City of Escondido
Industry Government Administration
Experience
City of Escondido February 2011 - Present
San Diego Habitat for Humanity October 2003 - February 2011
Putnam Investments August 1999 - October 2002
Columbia University 1996 - 1998
Skills
Nonprofits, Project Management, Public Speaking, Community Outreach, Governance, Fundraising, Program Management, Program Development, Grant Writing, Community Development, Grants, Government
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1994 — 1996
MS, Architectural Preservation
Northwestern University 1990 — 1994
BA, History & Anthropology
City of Escondido February 2011 - Present
San Diego Habitat for Humanity October 2003 - February 2011
Putnam Investments August 1999 - October 2002
Columbia University 1996 - 1998
Skills
Nonprofits, Project Management, Public Speaking, Community Outreach, Governance, Fundraising, Program Management, Program Development, Grant Writing, Community Development, Grants, Government
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1994 — 1996
MS, Architectural Preservation
Northwestern University 1990 — 1994
BA, History & Anthropology
Ari Shrage's Putnam Investments Experience May 1996 - March 2002
Job CEO at Aliya Capital
Industry Investment Management
Experience
Aliya Capital October 2009 - Present
Mission Global Advisers, LLC December 2008 - October 2009
SAC Capital August 2003 - December 2007
Putnam Investments May 1996 - March 2002
Skills
Hedge Funds, Equities, Investments, Portfolio Management, Investment Management, Valuation, Alternative Investments, Financial Risk, Asset Managment
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance
Columbia University in the City of New York 1997 — 2001
BA, English
Aliya Capital October 2009 - Present
Mission Global Advisers, LLC December 2008 - October 2009
SAC Capital August 2003 - December 2007
Putnam Investments May 1996 - March 2002
Skills
Hedge Funds, Equities, Investments, Portfolio Management, Investment Management, Valuation, Alternative Investments, Financial Risk, Asset Managment
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance
Columbia University in the City of New York 1997 — 2001
BA, English
Mike Salm's Putnam Investments Experience November 1997 - Present
Job MD at Putnam Inv
Industry Investment Management
Experience
Putnam Investments November 1997 - Present
Education
Cornell University 1982 — 1987
BA, Business (Minor Econ)
Putnam Investments November 1997 - Present
Education
Cornell University 1982 — 1987
BA, Business (Minor Econ)
Thomas Waters's Putnam Investments Experience October 2002 - April 2008
Job Practice Leader Defined Contribution
Industry Investment Management
Experience
Manning & Napier June 2014 - Present
Gosselin Consulting Group LLC July 2013 - March 2014
J.P. Morgan March 2011 - June 2013
OFI Institutional Asset Management February 2008 - February 2011
Putnam Investments October 2002 - April 2008
Skills
Defined Contribution, Retirement, Asset Management, Investments, Employee Benefits, Asset Allocation, Equities, Alternative Investments, Series 7, Mutual Funds, Portfolio Management, Series 63, Management, Investment Management, Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA, Buiness Administration
Queen's University 2009 — 2011
MBA, Business Administration
St. Lawrence University 1995 — 1999
BA, Economics, Government
Manning & Napier June 2014 - Present
Gosselin Consulting Group LLC July 2013 - March 2014
J.P. Morgan March 2011 - June 2013
OFI Institutional Asset Management February 2008 - February 2011
Putnam Investments October 2002 - April 2008
Skills
Defined Contribution, Retirement, Asset Management, Investments, Employee Benefits, Asset Allocation, Equities, Alternative Investments, Series 7, Mutual Funds, Portfolio Management, Series 63, Management, Investment Management, Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA, Buiness Administration
Queen's University 2009 — 2011
MBA, Business Administration
St. Lawrence University 1995 — 1999
BA, Economics, Government
Jeff Turkanis's Putnam Investments Experience 2004 - 2008
Job Real Estate Investor
Industry Real Estate
Experience
Ocean Gate Capital Management April 2014 - Present
Oxford Properties June 2010 - Present
Fortress Investment Group May 2009 - August 2009
Putnam Investments 2004 - 2008
Education
Columbia University - Columbia Business School 2008 — 2010
Master of Business Administration (MBA), Real Estate
Washington University in St. Louis 2000 — 2004
BSBA, Finance, Accounting
Ocean Gate Capital Management April 2014 - Present
Oxford Properties June 2010 - Present
Fortress Investment Group May 2009 - August 2009
Putnam Investments 2004 - 2008
Education
Columbia University - Columbia Business School 2008 — 2010
Master of Business Administration (MBA), Real Estate
Washington University in St. Louis 2000 — 2004
BSBA, Finance, Accounting
Rich Cervone's Putnam Investments Experience 1998 - 2008
Job Investment Management Professional
Industry Investment Management
Experience
Putnam Investments 1998 - 2008
Loomis Sayles 1997 - 1998
Skills
Equity Research
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
University of Florida 1988 — 1990
Master of Architecture, Architecture
University of Florida 1984 — 1988
Bachelor of Design, Architecture
Putnam Investments 1998 - 2008
Loomis Sayles 1997 - 1998
Skills
Equity Research
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
University of Florida 1988 — 1990
Master of Architecture, Architecture
University of Florida 1984 — 1988
Bachelor of Design, Architecture
Tasos Bouloutas's Putnam Investments Experience January 1997 - January 1999
Job US Trust
Industry Financial Services
Experience
US Trust February 2013 - Present
BlackRock May 2000 - January 2012
Merrill Lynch Investment Managers January 2000 - January 2006
PriceLine January 1999 - January 2000
Putnam Investments January 1997 - January 1999
Bank of Boston January 1994 - January 1997
IBM , T.J. W atson Research Center January 1992 - January 1994
Education
Columbia University in the City of New York 1984 — 1989
Ph.D., Electrical Engineering/Computer Science
Columbia University in the City of New York 1983 — 1984
M.Sc, Electrical Engineering
National Technical University of Athens 1977 — 1982
BS, Electrical Engineering
US Trust February 2013 - Present
BlackRock May 2000 - January 2012
Merrill Lynch Investment Managers January 2000 - January 2006
PriceLine January 1999 - January 2000
Putnam Investments January 1997 - January 1999
Bank of Boston January 1994 - January 1997
IBM , T.J. W atson Research Center January 1992 - January 1994
Education
Columbia University in the City of New York 1984 — 1989
Ph.D., Electrical Engineering/Computer Science
Columbia University in the City of New York 1983 — 1984
M.Sc, Electrical Engineering
National Technical University of Athens 1977 — 1982
BS, Electrical Engineering
Johnny Chang's Putnam Investments Experience August 2011 - May 2014
Job Data Scientist at SessionM
Industry Marketing and Advertising
Experience
SessionM June 2014 - Present
Putnam Investments August 2011 - May 2014
Capital IQ September 2008 - July 2011
The Princeton Review July 2008 - August 2008
Citigroup August 2007 - June 2008
Education
Cornell University 2006 — 2007
M.Eng, Electrical and Computer Engineering
The Johns Hopkins University 2002 — 2006
BS, Electrical and Computer Engineering
Yonsei University 2005 — 2005
Study Abroad, Electrical and Computer Engineering
River Hill High School 1998 — 2002
High School
SessionM June 2014 - Present
Putnam Investments August 2011 - May 2014
Capital IQ September 2008 - July 2011
The Princeton Review July 2008 - August 2008
Citigroup August 2007 - June 2008
Education
Cornell University 2006 — 2007
M.Eng, Electrical and Computer Engineering
The Johns Hopkins University 2002 — 2006
BS, Electrical and Computer Engineering
Yonsei University 2005 — 2005
Study Abroad, Electrical and Computer Engineering
River Hill High School 1998 — 2002
High School
Dan Nuckles's Putnam Investments Experience June 2002 - March 2004
Job Analyst at Franklin Templeton Group
Industry Financial Services
Experience
Franklin Templeton Group June 2005 - Present
Putnam Investments June 2002 - March 2004
Arthur Andersen September 1996 - August 2000
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
University of California, Davis 1992 — 1995
BS, Managerial Economics
Franklin Templeton Group June 2005 - Present
Putnam Investments June 2002 - March 2004
Arthur Andersen September 1996 - August 2000
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
University of California, Davis 1992 — 1995
BS, Managerial Economics
Maria Malenfant's Putnam Investments Experience June 2000 - March 2005
Job Client Account Manager at New York Life Retirement Plan Services
Industry Investment Management
Experience
Dr. Marina Pinkas May 2010 - February 2013
New York Life Insurance Company May 2007 - April 2010
Mercer March 2005 - January 2006
Putnam Investments June 2000 - March 2005
Education
Curry College 1994 — 1998
Dr. Marina Pinkas May 2010 - February 2013
New York Life Insurance Company May 2007 - April 2010
Mercer March 2005 - January 2006
Putnam Investments June 2000 - March 2005
Education
Curry College 1994 — 1998
Gian Fabbri's Putnam Investments Experience January 2007 - November 2008
Job Financial Planning & Analysis at Root Capital
Industry Financial Services
Experience
Root Capital July 2015 - Present
Independent 2008 - Present
Putnam Investments January 2007 - November 2008
Putnam Investments 2005 - 2007
Putnam Investments 2002 - 2005
Shaw Environmental, Inc. 1997 - 2000
Skills
Ecosystem Services, Conservation Issues, Sustainability, Financial Modeling, Asset Management, Equity Valuation, Climate Change Science, Socially Responsible..., Economics, Valuation, Investments, Environmental..., Water Resources, Conservation Biology, Environmental Policy, Green Infrastructure, GIS, Equity Research, Data Analysis, Bloomberg, Quantitative Analytics, Financial Analysis, Investment Management, Portfolio Management, Value Investing, Research, Investment Properties, Competitive Analysis, Fundamental Research, Presentation Preparation, Quantitative Analysis, Excel, PowerPoint, Factset, Consultancy, Alternative Investments, Hedge Funds, Emerging Markets, Due Diligence, Equities, Investment Strategies, Real Estate Investment, Hydrology, Climate Change, Remote Sensing, Image Processing, Lightroom, Commercial Photography, Environmental Consulting, Geomorphology
Education
Harvard University
M.S., Engineering Sciences
Cornell University 1992 — 1996
B.A., Geological Sciences
Stanford University
Introduction to the Natural Capital Project Approach
Root Capital July 2015 - Present
Independent 2008 - Present
Putnam Investments January 2007 - November 2008
Putnam Investments 2005 - 2007
Putnam Investments 2002 - 2005
Shaw Environmental, Inc. 1997 - 2000
Skills
Ecosystem Services, Conservation Issues, Sustainability, Financial Modeling, Asset Management, Equity Valuation, Climate Change Science, Socially Responsible..., Economics, Valuation, Investments, Environmental..., Water Resources, Conservation Biology, Environmental Policy, Green Infrastructure, GIS, Equity Research, Data Analysis, Bloomberg, Quantitative Analytics, Financial Analysis, Investment Management, Portfolio Management, Value Investing, Research, Investment Properties, Competitive Analysis, Fundamental Research, Presentation Preparation, Quantitative Analysis, Excel, PowerPoint, Factset, Consultancy, Alternative Investments, Hedge Funds, Emerging Markets, Due Diligence, Equities, Investment Strategies, Real Estate Investment, Hydrology, Climate Change, Remote Sensing, Image Processing, Lightroom, Commercial Photography, Environmental Consulting, Geomorphology
Education
Harvard University
M.S., Engineering Sciences
Cornell University 1992 — 1996
B.A., Geological Sciences
Stanford University
Introduction to the Natural Capital Project Approach
Bruce MacDonald's Putnam Investments Experience July 1998 - September 2005
Job Managing Partner at Crayna Capital, LLC
Industry Investment Management
Experience
Crayna Capital, LLC October 2013 - Present
Simple Alternatives April 2009 - September 2013
University of Virginia Investment Management Company October 2005 - March 2009
Putnam Investments July 1998 - September 2005
Columbia Investment Management Company 1994 - 1996
Skills
Asset Allocation, Hedge Funds, Asset Management, Portfolio Management, Investments, Due Diligence, Risk Management, Institutional, Alternative Investments, Derivatives, Fixed Income, Mutual Funds, Asset Managment, Investment Management, Equities, Bloomberg, Fund Of Funds, Investment Strategies, Equity Research, Valuation, Emerging Markets, Capital Markets, Investor Relations, Venture Capital, Options, Global Macro, Private Equity, Investment Advisory, Securities, Bonds, Financial Markets, Structured Products, Trading, Strategy
Education
Columbia University - Columbia Business School 1996 — 1998
M.B.A., Finance
Wesleyan University 1988 — 1992
B.A., Religion
Crayna Capital, LLC October 2013 - Present
Simple Alternatives April 2009 - September 2013
University of Virginia Investment Management Company October 2005 - March 2009
Putnam Investments July 1998 - September 2005
Columbia Investment Management Company 1994 - 1996
Skills
Asset Allocation, Hedge Funds, Asset Management, Portfolio Management, Investments, Due Diligence, Risk Management, Institutional, Alternative Investments, Derivatives, Fixed Income, Mutual Funds, Asset Managment, Investment Management, Equities, Bloomberg, Fund Of Funds, Investment Strategies, Equity Research, Valuation, Emerging Markets, Capital Markets, Investor Relations, Venture Capital, Options, Global Macro, Private Equity, Investment Advisory, Securities, Bonds, Financial Markets, Structured Products, Trading, Strategy
Education
Columbia University - Columbia Business School 1996 — 1998
M.B.A., Finance
Wesleyan University 1988 — 1992
B.A., Religion
Margaret Gould's Putnam Investments Experience 2005 - 2009
Job Executive Assistant, Logistics Engineering Directorate at Raytheon Technical Services Company
Industry Defense & Space
Experience
Raytheon Technical Services Company November 2009 - Present
Raytheon Technical Services Company June 2009 - January 2010
Putnam Investments 2005 - 2009
Lawrence Public Schools 1998 - 2005
New England Allergy and Immunology 1984 - 1992
Education
Cuyahoga Community College
Associates, Science and Education
Raytheon Technical Services Company November 2009 - Present
Raytheon Technical Services Company June 2009 - January 2010
Putnam Investments 2005 - 2009
Lawrence Public Schools 1998 - 2005
New England Allergy and Immunology 1984 - 1992
Education
Cuyahoga Community College
Associates, Science and Education
Kyle Meek's Putnam Investments Experience 2001 - 2003
Job Senior Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch 2003 - June 2013
Bank of America 2008 - 2009
Putnam Investments 2001 - 2003
Skills
Wealth Management, Series 7, Mortgage Lending, Series 63, Banking, Loans, Credit, Commercial Banking, Employee Benefits, Financial Wellness, Health Savings Accounts, Retirement Plan..., Series 24
Education
Connecticut College 1993 — 1997
middlesex school 1991 — 1993
Middlesex School 1990 — 1993
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch 2003 - June 2013
Bank of America 2008 - 2009
Putnam Investments 2001 - 2003
Skills
Wealth Management, Series 7, Mortgage Lending, Series 63, Banking, Loans, Credit, Commercial Banking, Employee Benefits, Financial Wellness, Health Savings Accounts, Retirement Plan..., Series 24
Education
Connecticut College 1993 — 1997
middlesex school 1991 — 1993
Middlesex School 1990 — 1993
Peter Senechal's Putnam Investments Experience 2011 - Present
Job Implementation Project Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments 2011 - Present
Fidelity Investments 2000 - 2011
Ceridian 1997 - 2000
Federal Deposit Insurance Corporation June 1990 - 1996
Skills
Defined Benefit, Offshoring, Pensions, Pension Administration, Vendor Management, Business Requirements, 401k, Requirements Gathering, Project Management, MS Project
Education
University of Massachusetts at Lowell 1996 — 1998
MBA, Business Management
Cornell University 1983 — 1987
MS, Applied Economics and Business Mgmt
Putnam Investments 2011 - Present
Fidelity Investments 2000 - 2011
Ceridian 1997 - 2000
Federal Deposit Insurance Corporation June 1990 - 1996
Skills
Defined Benefit, Offshoring, Pensions, Pension Administration, Vendor Management, Business Requirements, 401k, Requirements Gathering, Project Management, MS Project
Education
University of Massachusetts at Lowell 1996 — 1998
MBA, Business Management
Cornell University 1983 — 1987
MS, Applied Economics and Business Mgmt
John Lathrop's Putnam Investments Experience September 1992 - March 1994
Job Principal at Sirios Capital Management
Industry Investment Management
Experience
Sirios Capital Management January 2004 - Present
MFS Investment Management April 1994 - October 2003
Putnam Investments September 1992 - March 1994
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA
Northwestern University 1984 — 1988
BA, Economics
Sirios Capital Management January 2004 - Present
MFS Investment Management April 1994 - October 2003
Putnam Investments September 1992 - March 1994
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA
Northwestern University 1984 — 1988
BA, Economics
Alain Louvel's Putnam Investments Experience September 2007 - Present
Job Independent Director at World Point Terminals
Industry Financial Services
Experience
World Point Terminals May 2008 - Present
Putnam Investments September 2007 - Present
Great West Life and Annuity June 2007 - Present
BNP Paribas June 1972 - December 2006
Education
Columbia University - Columbia Business School 1969 — 1971
MBA, Finance
Université Panthéon Assas (Paris II) 1964 — 1968
Master in Economics
Sciences Po 1963 — 1966
Diplome
World Point Terminals May 2008 - Present
Putnam Investments September 2007 - Present
Great West Life and Annuity June 2007 - Present
BNP Paribas June 1972 - December 2006
Education
Columbia University - Columbia Business School 1969 — 1971
MBA, Finance
Université Panthéon Assas (Paris II) 1964 — 1968
Master in Economics
Sciences Po 1963 — 1966
Diplome
Jerry Sullivan's Putnam Investments Experience 2008 - Present
Job Portfolio Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments 2008 - Present
American Century Investments 2000 - 2008
Franklin Templeton Investments 1998 - 1999
SunAmerica Financial Group 1995 - 1998
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Columbia University in the City of New York
Bachelor of Arts (BA), Political Science
Putnam Investments 2008 - Present
American Century Investments 2000 - 2008
Franklin Templeton Investments 1998 - 1999
SunAmerica Financial Group 1995 - 1998
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Columbia University in the City of New York
Bachelor of Arts (BA), Political Science
Joshua Putterman's Putnam Investments Experience July 2008 - April 2011
Job Director, Revenue Management at Manhattan Mini Storage
Industry Real Estate
Experience
Manhattan Mini Storage August 2015 - Present
JetBlue Airways April 2014 - August 2015
JetBlue Airways April 2011 - April 2014
Putnam Investments July 2008 - April 2011
BlackRock June 2007 - August 2007
Skills
Bloomberg, Microsoft Office, Visual Basic, Excel, PowerPoint, Financial Analysis, Word, Financial Modeling, Investments, Valuation, Access, Microsoft Excel, Portfolio Management
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Cornell University 2004 — 2008
BS, Applied Economics and Management
Manhattan Mini Storage August 2015 - Present
JetBlue Airways April 2014 - August 2015
JetBlue Airways April 2011 - April 2014
Putnam Investments July 2008 - April 2011
BlackRock June 2007 - August 2007
Skills
Bloomberg, Microsoft Office, Visual Basic, Excel, PowerPoint, Financial Analysis, Word, Financial Modeling, Investments, Valuation, Access, Microsoft Excel, Portfolio Management
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Cornell University 2004 — 2008
BS, Applied Economics and Management
William Campagna's Putnam Investments Experience 1991 - 1995
Job Owner, Novare Electronics, LLC
Industry Financial Services
Experience
Novare Electronics, LLC May 2003 - Present
Metropolitan Life Insurance Company May 2001 - April 2003
Hartford Life Limited February 1998 - May 2001
Travelers Insurance October 1996 - February 1998
New England Life Insurance Company 1995 - October 1996
Putnam Investments 1991 - 1995
Merrill Lynch Investment Managers 1988 - 1991
Education
Cornell University - Johnson Graduate School of Management 1986 — 1988
MBA, Marketing, Accounting
State University of New York College at Buffalo 1981 — 1986
BA, Business, History
Saint Joseph's Collegiate Institute 1977 — 1981
HS
Novare Electronics, LLC May 2003 - Present
Metropolitan Life Insurance Company May 2001 - April 2003
Hartford Life Limited February 1998 - May 2001
Travelers Insurance October 1996 - February 1998
New England Life Insurance Company 1995 - October 1996
Putnam Investments 1991 - 1995
Merrill Lynch Investment Managers 1988 - 1991
Education
Cornell University - Johnson Graduate School of Management 1986 — 1988
MBA, Marketing, Accounting
State University of New York College at Buffalo 1981 — 1986
BA, Business, History
Saint Joseph's Collegiate Institute 1977 — 1981
HS
Doug Wooden's Putnam Investments Experience 2007 - 2008
Job Insurance Professional
Industry Insurance
Experience
Romney for President - Transition Organization June 2012 - November 2012
Putnam Investments 2007 - 2008
Great-West Life and Annuity Insurance Company 1990 - 2007
Bain & Company 1984 - 1990
Skills
Strategic Planning, Investments, Financial Services, Leadership, Business Strategy, Insurance, Portfolio Management, Risk Management, Sales, Management, Asset Management, Mutual Funds, Strategy, Mergers & Acquisitions, Finance, Financial Analysis, Business Planning, Financial Modeling, Due Diligence, Business Development, Start-ups, Management Consulting
Education
Harvard Business School 1982 — 1984
Master of Business Administration (M.B.A.), Business Administration and Management, General
Cornell University 1974 — 1978
Bachelor’s Degree, Chemical Engineering
Romney for President - Transition Organization June 2012 - November 2012
Putnam Investments 2007 - 2008
Great-West Life and Annuity Insurance Company 1990 - 2007
Bain & Company 1984 - 1990
Skills
Strategic Planning, Investments, Financial Services, Leadership, Business Strategy, Insurance, Portfolio Management, Risk Management, Sales, Management, Asset Management, Mutual Funds, Strategy, Mergers & Acquisitions, Finance, Financial Analysis, Business Planning, Financial Modeling, Due Diligence, Business Development, Start-ups, Management Consulting
Education
Harvard Business School 1982 — 1984
Master of Business Administration (M.B.A.), Business Administration and Management, General
Cornell University 1974 — 1978
Bachelor’s Degree, Chemical Engineering
Ralph A Balsamo Jr's Putnam Investments Experience 2001 - 2002
Job Owner, Balsamo Enterprises
Industry Construction
Experience
Balsamo Enterprises 2005 - Present
Banc of America Investments 2002 - 2005
Putnam Investments 2001 - 2002
Books on the Square 2000 - 2001
Prime Computer Solutions 1997 - 2000
Skills
Commercial Real Estate, Construction, Customer Satisfaction, Customer Service, Finance, Property Management, Public Speaking, Residential Homes, Small Business, Strategic Planning, Team Building, Call Centers
Education
Johnson & Wales University 2000 — 2003
associates, Finance
Johnson & Wales University 2000 — 2003
Bachelors, Financial Services Management
Community College of Rhode Island 1996 — 1999
Associates, General Business Administration
Balsamo Enterprises 2005 - Present
Banc of America Investments 2002 - 2005
Putnam Investments 2001 - 2002
Books on the Square 2000 - 2001
Prime Computer Solutions 1997 - 2000
Skills
Commercial Real Estate, Construction, Customer Satisfaction, Customer Service, Finance, Property Management, Public Speaking, Residential Homes, Small Business, Strategic Planning, Team Building, Call Centers
Education
Johnson & Wales University 2000 — 2003
associates, Finance
Johnson & Wales University 2000 — 2003
Bachelors, Financial Services Management
Community College of Rhode Island 1996 — 1999
Associates, General Business Administration
Ray Haddad's Putnam Investments Experience December 2007 - April 2010
Job Portfolio Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments August 2014 - Present
Cedrus Capital Partners July 2011 - July 2014
Putnam Investments December 2007 - April 2010
Putnam Investments October 2004 - October 2007
Putnam Investments May 2003 - October 2004
Putnam Investments September 2000 - October 2004
Sanford C. Bernstein & Co. April 1999 - September 2000
Schroders & Co. May 1997 - April 1999
Gabelli Asset Management March 1996 - May 1997
Skills
Hedge Funds, Equities, Industry Analysis, Mutual Funds, Investments, Investment Management, Investment Banking, Fixed Income, Financial Services, Financial Modeling, Financial Analysis, Finance, Equity Research, Emerging Markets, Due Diligence, Competitive Analysis, Bloomberg, Asset Management, Asset Allocation, Alternative Investments, Portfolio Management, Private Equity, Valuation, Mergers, Management
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
The George Washington University 1985 — 1986
MS, Mechanical Engineering
Widener University 1981 — 1985
BS, Mechanical Engineering
Pioneer Investments August 2014 - Present
Cedrus Capital Partners July 2011 - July 2014
Putnam Investments December 2007 - April 2010
Putnam Investments October 2004 - October 2007
Putnam Investments May 2003 - October 2004
Putnam Investments September 2000 - October 2004
Sanford C. Bernstein & Co. April 1999 - September 2000
Schroders & Co. May 1997 - April 1999
Gabelli Asset Management March 1996 - May 1997
Skills
Hedge Funds, Equities, Industry Analysis, Mutual Funds, Investments, Investment Management, Investment Banking, Fixed Income, Financial Services, Financial Modeling, Financial Analysis, Finance, Equity Research, Emerging Markets, Due Diligence, Competitive Analysis, Bloomberg, Asset Management, Asset Allocation, Alternative Investments, Portfolio Management, Private Equity, Valuation, Mergers, Management
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
The George Washington University 1985 — 1986
MS, Mechanical Engineering
Widener University 1981 — 1985
BS, Mechanical Engineering
Justin Pelletier's Putnam Investments Experience 2006 - 2008
Job Valuation Analyst Bracebridge Capital, LLC
Industry Financial Services
Experience
Bracebridge Capital, LLC June 2014 - Present
Wellington Management September 2010 - June 2014
Fidelity Investments June 2008 - September 2010
J.P. Morgan 2008 - 2008
Putnam Investments 2006 - 2008
Investors Bank & Trust 2005 - 2006
Skills
Bloomberg, Mutual Funds, Equities, Fixed Income, Investments, Pricing, Securities, Bloomberg Terminal, Portfolio Management, Bonds, Financial Services, Trading, Valuation, Finance, Equity Valuation, Back Office, FINRA, Derivatives, Hedge Funds, Alternative Investments, Capital Markets, Middle Office, Risk Management, Quantitative Analytics, Economics, Credit
Education
Curry College 2000 — 2004
Bachelor, Business: Finance
Bracebridge Capital, LLC June 2014 - Present
Wellington Management September 2010 - June 2014
Fidelity Investments June 2008 - September 2010
J.P. Morgan 2008 - 2008
Putnam Investments 2006 - 2008
Investors Bank & Trust 2005 - 2006
Skills
Bloomberg, Mutual Funds, Equities, Fixed Income, Investments, Pricing, Securities, Bloomberg Terminal, Portfolio Management, Bonds, Financial Services, Trading, Valuation, Finance, Equity Valuation, Back Office, FINRA, Derivatives, Hedge Funds, Alternative Investments, Capital Markets, Middle Office, Risk Management, Quantitative Analytics, Economics, Credit
Education
Curry College 2000 — 2004
Bachelor, Business: Finance
Fatima Alves's Putnam Investments Experience September 1998 - January 2007
Job Coder Validator at The Miriam Hospital at Women's Medicine Collaborative
Industry Financial Services
Experience
The Miriam Hospital at Women's Medicine Collaborative May 2013 - Present
Visiting Nurse Home Care September 2012 - May 2013
BT February 2011 - August 2012
BT PROFESSIONAL SERVICES January 2011 - January 2012
PNC Investments January 2007 - October 2009
PNC GLOBAL INVESTMENTS SERVICING January 2007 - January 2009
Putnam Investments September 1998 - January 2007
Putnam Investments January 1998 - January 2007
Skills
Financial Analysis, Mutual Funds, Strategic Financial..., 401k, Financial Planners, Account Reconciliation, Accounting, Series 7, Investments, Accounts Payable, Series 63, Financial Reporting, Banking
Education
Lincoln Technical Institute-Lincoln 2011 — 2012
Medical Coding and Billing, 4.0
Lincoln Technical Institute
Diploma, Medical Coding and Billing
Dean College 2004 — 2006
Associated, Business Administration
Dean College
A.S, Business
Community College of Rhode Island
A.S, Business Administration
The Miriam Hospital at Women's Medicine Collaborative May 2013 - Present
Visiting Nurse Home Care September 2012 - May 2013
BT February 2011 - August 2012
BT PROFESSIONAL SERVICES January 2011 - January 2012
PNC Investments January 2007 - October 2009
PNC GLOBAL INVESTMENTS SERVICING January 2007 - January 2009
Putnam Investments September 1998 - January 2007
Putnam Investments January 1998 - January 2007
Skills
Financial Analysis, Mutual Funds, Strategic Financial..., 401k, Financial Planners, Account Reconciliation, Accounting, Series 7, Investments, Accounts Payable, Series 63, Financial Reporting, Banking
Education
Lincoln Technical Institute-Lincoln 2011 — 2012
Medical Coding and Billing, 4.0
Lincoln Technical Institute
Diploma, Medical Coding and Billing
Dean College 2004 — 2006
Associated, Business Administration
Dean College
A.S, Business
Community College of Rhode Island
A.S, Business Administration
Penny Pemberton Hampl's Putnam Investments Experience May 1979 - August 1988
Job Paraeducator at Northwood Elementary School
Industry Education Management
Experience
Northwood Elementary School August 2006 - Present
Putnam Investments May 1979 - August 1988
Education
Curry College 1973 — 1979
BA, Education
Northwood Elementary School August 2006 - Present
Putnam Investments May 1979 - August 1988
Education
Curry College 1973 — 1979
BA, Education
Andrew Ver Planck's Putnam Investments Experience 2000 - 2003
Job Chief Investment Officer, Lead Portfolio Manager, Global Systematic Equity
Industry Investment Management
Experience
Cornerstone Capital Management January 2006 - Present
Gartmore 2003 - 2005
Putnam Investments 2000 - 2003
Skills
Hedge Funds, Equities, Asset Management, Bloomberg, Asset Allocation, Portfolio Management, Alternative Investments, Investments, Capital Markets, Valuation, Investment Management, Financial Modeling, Investment Strategies, Mutual Funds, Equity Research, Derivatives, Portfolio Optimization, Fund Of Funds, Securities, Fixed Income, Private Equity, Asset Managment
Education
Cornell University 1996 — 2000
Bachelor of Science (B.S.), Operations Research & Industrial Engineering
Cornerstone Capital Management January 2006 - Present
Gartmore 2003 - 2005
Putnam Investments 2000 - 2003
Skills
Hedge Funds, Equities, Asset Management, Bloomberg, Asset Allocation, Portfolio Management, Alternative Investments, Investments, Capital Markets, Valuation, Investment Management, Financial Modeling, Investment Strategies, Mutual Funds, Equity Research, Derivatives, Portfolio Optimization, Fund Of Funds, Securities, Fixed Income, Private Equity, Asset Managment
Education
Cornell University 1996 — 2000
Bachelor of Science (B.S.), Operations Research & Industrial Engineering
Keith Wendling's Putnam Investments Experience January 2004 - June 2004
Job Independent AML Consultant
Industry Financial Services
Experience
United States Regional Retail Bank (Contract position via Navigant Consulting) January 2015 - May 2015
JPMorgan Chase May 2014 - January 2015
JPMorgan Chase & Co. November 2013 - February 2014
JPMorgan Chase July 2013 - November 2013
Protiviti March 2013 - July 2013
Morgan Stanley Wealth Management March 2012 - March 2013
Morgan Stanley Wealth Management October 2011 - March 2012
Winston & Strawn LLP June 2006 - August 2009
GE Capital July 2008 - May 2009
Putnam Investments January 2004 - June 2004
Skills
Legal Writing, Legal Research, Mediation, Civil Litigation, Westlaw, Courts, Litigation, Public Speaking, Due Diligence, Corporate Governance, Commercial Litigation, AML, Mergers & Acquisitions, Risk Management, Anti Money Laundering, Analysis, Fraud, Management, KYC, Internal Audit
Education
Seton Hall Law School 2009 — 2011
Law
Cornell University
BS, Applied Economics & Management
Byram Hills High School
United States Regional Retail Bank (Contract position via Navigant Consulting) January 2015 - May 2015
JPMorgan Chase May 2014 - January 2015
JPMorgan Chase & Co. November 2013 - February 2014
JPMorgan Chase July 2013 - November 2013
Protiviti March 2013 - July 2013
Morgan Stanley Wealth Management March 2012 - March 2013
Morgan Stanley Wealth Management October 2011 - March 2012
Winston & Strawn LLP June 2006 - August 2009
GE Capital July 2008 - May 2009
Putnam Investments January 2004 - June 2004
Skills
Legal Writing, Legal Research, Mediation, Civil Litigation, Westlaw, Courts, Litigation, Public Speaking, Due Diligence, Corporate Governance, Commercial Litigation, AML, Mergers & Acquisitions, Risk Management, Anti Money Laundering, Analysis, Fraud, Management, KYC, Internal Audit
Education
Seton Hall Law School 2009 — 2011
Law
Cornell University
BS, Applied Economics & Management
Byram Hills High School
Venkat (Raja) Kasukurthi's Putnam Investments Experience January 2002 - October 2002
Job Lead, PeopleSoft Development at Columbia University
Industry Education Management
Experience
Columbia University July 2013 - Present
Active International March 2006 - July 2013
DIAGEO North America February 2003 - February 2006
Mercedes Benz LLC (MBUSA) December 2002 - February 2003
KeyBank October 2002 - December 2002
Putnam Investments January 2002 - October 2002
Skills
Business Process..., Integration, ERP, PeopleSoft, Business Analysis, Project Management, Requirements Analysis, Business Process Design, SQL, Analysis, Oracle, Consulting, SDLC, Process Improvement, Software Project..., Leadership, Business Process, Change Management, HRIS, Microsoft SQL Server, Requirements Gathering, Software Development, Management
Education
Columbia University in the City of New York 2015 — 2017
Executive MS in Technology Management
Columbia University July 2013 - Present
Active International March 2006 - July 2013
DIAGEO North America February 2003 - February 2006
Mercedes Benz LLC (MBUSA) December 2002 - February 2003
KeyBank October 2002 - December 2002
Putnam Investments January 2002 - October 2002
Skills
Business Process..., Integration, ERP, PeopleSoft, Business Analysis, Project Management, Requirements Analysis, Business Process Design, SQL, Analysis, Oracle, Consulting, SDLC, Process Improvement, Software Project..., Leadership, Business Process, Change Management, HRIS, Microsoft SQL Server, Requirements Gathering, Software Development, Management
Education
Columbia University in the City of New York 2015 — 2017
Executive MS in Technology Management
Kevin Cronk, CFA's Putnam Investments Experience 1996 - 1999
Job Managing Director at Alcentra
Industry Financial Services
Experience
Hope For Caroline December 2012 - Present
Alcentra December 2011 - Present
Columbia Management February 2003 - December 2011
Columbia Management August 1999 - February 2003
Putnam Investments 1996 - 1999
Education
Creighton University 1989 — 1993
B.S., Finance, Economics
Hope For Caroline December 2012 - Present
Alcentra December 2011 - Present
Columbia Management February 2003 - December 2011
Columbia Management August 1999 - February 2003
Putnam Investments 1996 - 1999
Education
Creighton University 1989 — 1993
B.S., Finance, Economics
Yasmin Landy's Putnam Investments Experience 1998 - 2003
Job Institutional Portfolio Manager, International Funds at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2006 - Present
Putnam Investments 1998 - 2003
Boston Partners Asset Management 1997 - 1998
Skills
Series 7, Fixed Income, Investment Strategies, Equities, Alternative Investments, Mutual Funds, Portfolio Management, Series 63, Asset Allocation, Hedge Funds, Asset Management, Investments, Financial Services
Education
Oxford Said Business School 2011 — 2011
Columbia University in the City of New York 1992 — 1994
MFA
Lehigh University 1990 — 1992
BA
Fidelity Investments 2006 - Present
Putnam Investments 1998 - 2003
Boston Partners Asset Management 1997 - 1998
Skills
Series 7, Fixed Income, Investment Strategies, Equities, Alternative Investments, Mutual Funds, Portfolio Management, Series 63, Asset Allocation, Hedge Funds, Asset Management, Investments, Financial Services
Education
Oxford Said Business School 2011 — 2011
Columbia University in the City of New York 1992 — 1994
MFA
Lehigh University 1990 — 1992
BA
Stacey (Ducharme) Johnson's Putnam Investments Experience August 2000 - August 2009
Job Sr Payroll Specialist at Medtronics (formerly Covidien)
Industry Medical Devices
Experience
Medtronic January 2015 - Present
Covidien December 2014 - Present
Covidien September 2010 - Present
Citizens Financial Group August 2009 - September 2010
Putnam Investments August 2000 - August 2009
Skills
Payroll, PeopleSoft, HRIS, Benefits Administration, ADP Payroll
Education
Community College of Rhode Island 1998 — 2000
Associates, Liberal Arts
University of Rhode Island 1996 — 1998
Human Development
Medtronic January 2015 - Present
Covidien December 2014 - Present
Covidien September 2010 - Present
Citizens Financial Group August 2009 - September 2010
Putnam Investments August 2000 - August 2009
Skills
Payroll, PeopleSoft, HRIS, Benefits Administration, ADP Payroll
Education
Community College of Rhode Island 1998 — 2000
Associates, Liberal Arts
University of Rhode Island 1996 — 1998
Human Development
Heyu Xiong's Putnam Investments Experience 2012 - 2012
Job Student at Cornell University
Industry Capital Markets
Experience
Putnam Investments 2012 - 2012
UBS 2011 - 2011
Education
Cornell University 2008 — 2012
Stuyvesant High School
Putnam Investments 2012 - 2012
UBS 2011 - 2011
Education
Cornell University 2008 — 2012
Stuyvesant High School
Nico Papas's Putnam Investments Experience June 2012 - May 2014
Job Account Executive at HubSpot
Industry Computer Software
Experience
HubSpot August 2015 - Present
New England Elite Athletic Consulting (NEEAC) June 2012 - Present
New England Elite Football Clinic May 2008 - Present
Yesware, Inc. May 2014 - July 2015
Putnam Investments June 2012 - May 2014
Wells Fargo Securities June 2011 - July 2011
Wingate Companies June 2010 - July 2010
Xenith June 2009 - July 2009
Skills
Marketing, Market Research, Leadership, Time Management, Microsoft Excel, Financial Analysis, Product Marketing, Fixed Income, CRM, Marketing Strategy, Research, PowerPoint, Salesforce.com, Finance, Social Media, Microsoft Office
Education
Columbia University in the City of New York 2008 — 2012
Bachelor's Degree, Sociology, 2012
Buckingham Browne & Nichols 2004 — 2008
HubSpot August 2015 - Present
New England Elite Athletic Consulting (NEEAC) June 2012 - Present
New England Elite Football Clinic May 2008 - Present
Yesware, Inc. May 2014 - July 2015
Putnam Investments June 2012 - May 2014
Wells Fargo Securities June 2011 - July 2011
Wingate Companies June 2010 - July 2010
Xenith June 2009 - July 2009
Skills
Marketing, Market Research, Leadership, Time Management, Microsoft Excel, Financial Analysis, Product Marketing, Fixed Income, CRM, Marketing Strategy, Research, PowerPoint, Salesforce.com, Finance, Social Media, Microsoft Office
Education
Columbia University in the City of New York 2008 — 2012
Bachelor's Degree, Sociology, 2012
Buckingham Browne & Nichols 2004 — 2008
Jason Rossi's Putnam Investments Experience September 1999 - December 2006
Job Accounting/Pricing Specialist at State Street
Industry Financial Services
Experience
United States Postal Service April 2014 - Present
Dunbar Armored February 2014 - April 2014
State Street January 2007 - July 2012
Putnam Investments September 1999 - December 2006
Education
Curry College 1998 — 2000
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services, 3.8
Dean College 1996 — 1999
Associate of Arts (A.A.), Criminal Justice and Corrections, 3.2
United States Postal Service April 2014 - Present
Dunbar Armored February 2014 - April 2014
State Street January 2007 - July 2012
Putnam Investments September 1999 - December 2006
Education
Curry College 1998 — 2000
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services, 3.8
Dean College 1996 — 1999
Associate of Arts (A.A.), Criminal Justice and Corrections, 3.2
Leta McDonald's Putnam Investments Experience October 1992 - July 2001
Job Portfolio Manager at Andover Equity Associates
Industry Investment Management
Experience
Andover Equity Associates June 2012 - Present
JPMorgan Chase August 2001 - May 2012
Putnam Investments October 1992 - July 2001
Education
Curry College
Andover Equity Associates June 2012 - Present
JPMorgan Chase August 2001 - May 2012
Putnam Investments October 1992 - July 2001
Education
Curry College
Richard Cellini Jr.'s Putnam Investments Experience June 2012 - December 2012
Job Instructor at Eye Level Learning
Industry Higher Education
Experience
Eye Level Franchise April 2014 - Present
USAlliance Federal Credit Union September 2013 - November 2013
Digital Federal Credit Union June 2013 - August 2013
Putnam Investments June 2012 - December 2012
Workers' Credit Union June 2007 - June 2012
Workers' Credit Union September 2006 - January 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Minitab, C++, Business Objects, Salesforce.com, Financial Analysis, CRM, Databases, Customer Service, Outlook, Data Analysis, Finance, Microsoft Office, Sales
Education
Concordia University-Portland 2014 — 2015
Master's of Education in Curriculum & Instruction, Concentration in Mathematics
University of Massachusetts at Lowell 2011 — 2013
Bachelor of Science (BS), Mathematics, GPA: 2.9
Middlesex Community College 2007 — 2010
Associate of Science (AS), Engineering Science, GPA: 3.29
Eye Level Franchise April 2014 - Present
USAlliance Federal Credit Union September 2013 - November 2013
Digital Federal Credit Union June 2013 - August 2013
Putnam Investments June 2012 - December 2012
Workers' Credit Union June 2007 - June 2012
Workers' Credit Union September 2006 - January 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Minitab, C++, Business Objects, Salesforce.com, Financial Analysis, CRM, Databases, Customer Service, Outlook, Data Analysis, Finance, Microsoft Office, Sales
Education
Concordia University-Portland 2014 — 2015
Master's of Education in Curriculum & Instruction, Concentration in Mathematics
University of Massachusetts at Lowell 2011 — 2013
Bachelor of Science (BS), Mathematics, GPA: 2.9
Middlesex Community College 2007 — 2010
Associate of Science (AS), Engineering Science, GPA: 3.29