Putnam Investments
Description
Putnam Investments is a privately owned investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Parent organization: Great-West Lifeco Customer service: 00 1 617-292-1000 Number of employees: 1,700+ CEO: Robert L. Reynolds (1 Jul 2008–) Headquarters: Boston, Massachusetts, United States Subsidiaries: PanAgora Asset Management, Inc.,
Putnam Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Putnam Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Putnam Investments Salaries. You can even request information on how much does Putnam Investments pay if you want to. Learn about salaries, pros and cons of working for Putnam Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
5,113 Putnam Investments employees in database. Find out everything there's to know about Putnam Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Putnam Investments Employees
Employee
Years
Job
Industry
Jon Xu Jon Xu's Putnam Investments Experience August 2015 - Present
Job Equity Associate at Putnam Investments
Industry Financial Services
Experience
Putnam Investments August 2015 - Present
Whale Rock Capital Management June 2014 - August 2014
AlixPartners January 2014 - March 2014
McKinsey & Company July 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Investments, Economics, PowerPoint, Leadership, Bloomberg Terminal, Market Research, Teamwork
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Putnam Investments August 2015 - Present
Whale Rock Capital Management June 2014 - August 2014
AlixPartners January 2014 - March 2014
McKinsey & Company July 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Investments, Economics, PowerPoint, Leadership, Bloomberg Terminal, Market Research, Teamwork
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Paul Champeau Paul Champeau's Putnam Investments Experience July 2015 - Present
Job Technical Associate at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2015 - Present
Linedata June 2014 - September 2014
Funding Circle USA September 2013 - December 2013
Skills
Analysis, Java, C, C#, .NET, Powershell, Bash, Matlab, Android Development
Education
Dartmouth College 2011 — 2015
Bachelor's degree, Computer Engineering/Computer Science
Putnam Investments July 2015 - Present
Linedata June 2014 - September 2014
Funding Circle USA September 2013 - December 2013
Skills
Analysis, Java, C, C#, .NET, Powershell, Bash, Matlab, Android Development
Education
Dartmouth College 2011 — 2015
Bachelor's degree, Computer Engineering/Computer Science
Jaime LeClair-Roy Jaime LeClair-Roy's Putnam Investments Experience February 2010 - October 2012
Job Manager Customer Relations at Dunkin' Brands
Industry Food & Beverages
Experience
Dunkin' Brands April 2014 - Present
Dunkin' Donuts National DCP, LLC October 2012 - January 2014
Putnam Investments February 2010 - October 2012
Putnam Investments August 2006 - February 2010
Putnam Investments March 2000 - July 2004
Putnam Investments February 1996 - May 2000
Skills
Process Improvement, Call Centers, Operations Management, Customer Service, Access, Forecasting, Vendor Management, Microsoft Excel, Business Analysis, Microsoft Office, Performance Management, Team Building, Customer Satisfaction, Microsoft Word, Change Management, Quality Assurance, Management, Call Center, Financial Services, Workforce Management, Training, Employee Training, Software Documentation, Strategic Planning, Leadership, Outsourcing, Coaching, Retail
Education
Dean College
UMass Dartmouth
Dunkin' Brands April 2014 - Present
Dunkin' Donuts National DCP, LLC October 2012 - January 2014
Putnam Investments February 2010 - October 2012
Putnam Investments August 2006 - February 2010
Putnam Investments March 2000 - July 2004
Putnam Investments February 1996 - May 2000
Skills
Process Improvement, Call Centers, Operations Management, Customer Service, Access, Forecasting, Vendor Management, Microsoft Excel, Business Analysis, Microsoft Office, Performance Management, Team Building, Customer Satisfaction, Microsoft Word, Change Management, Quality Assurance, Management, Call Center, Financial Services, Workforce Management, Training, Employee Training, Software Documentation, Strategic Planning, Leadership, Outsourcing, Coaching, Retail
Education
Dean College
UMass Dartmouth
Justin Himmighoefer Justin Himmighoefer's Putnam Investments Experience June 2003 - January 2004
Job Software Engineer at General Dynamics
Industry Computer Software
Experience
General Dynamics July 2015 - Present
Cyber Care LLC January 2015 - July 2015
Kenneth Cole Productions November 2013 - July 2015
ALDO Group April 2012 - November 2013
Adidas August 2011 - April 2012
Under Armour September 2009 - August 2011
Guess? August 2005 - July 2009
Putnam Investments June 2003 - January 2004
Putnam Investments September 2002 - September 2003
Skills
Inventory Management, Customer Service, Retail, Recruiting, Management, Training, Loss Prevention, Outlook, Sales, Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Process Scheduler, Distribution Center..., Payroll, Workshop Facilitation, Accounting, Finance, Spanish, FrontPage, Digital Imaging, Merchandising, Java, C++, Assembly Language, AnyLogic, Artificial Intelligence, Team Leadership, Web Development, Linux, Unix, Linux System..., Computer Graphics, Algorithms, Data Structures, HTML, SQL, Octave, Internet Explorer, Photoshop, Windows, Wireshark, Prolog, Ruby, Ruby on Rails, Customer Satisfaction, Learning Quickly, Eagerness to Learn
Education
Bridgewater State University 2010 — 2014
Bachelors, Computer Science
Dean College 2002 — 2004
Associates, Business Technology
General Dynamics July 2015 - Present
Cyber Care LLC January 2015 - July 2015
Kenneth Cole Productions November 2013 - July 2015
ALDO Group April 2012 - November 2013
Adidas August 2011 - April 2012
Under Armour September 2009 - August 2011
Guess? August 2005 - July 2009
Putnam Investments June 2003 - January 2004
Putnam Investments September 2002 - September 2003
Skills
Inventory Management, Customer Service, Retail, Recruiting, Management, Training, Loss Prevention, Outlook, Sales, Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Process Scheduler, Distribution Center..., Payroll, Workshop Facilitation, Accounting, Finance, Spanish, FrontPage, Digital Imaging, Merchandising, Java, C++, Assembly Language, AnyLogic, Artificial Intelligence, Team Leadership, Web Development, Linux, Unix, Linux System..., Computer Graphics, Algorithms, Data Structures, HTML, SQL, Octave, Internet Explorer, Photoshop, Windows, Wireshark, Prolog, Ruby, Ruby on Rails, Customer Satisfaction, Learning Quickly, Eagerness to Learn
Education
Bridgewater State University 2010 — 2014
Bachelors, Computer Science
Dean College 2002 — 2004
Associates, Business Technology
Bora Kem Bora Kem's Putnam Investments Experience July 2008 - June 2011
Job Associate, Strategy and Product Development, Equilibrium Capital
Industry Venture Capital & Private Equity
Experience
Rocket Internet SE July 2012 - September 2012
Leopard Capital LP June 2012 - September 2012
Sandbox Industries March 2012 - July 2012
Putnam Investments July 2008 - June 2011
Farley Capital June 2007 - September 2007
Monness, Crespi, Hardt January 2007 - March 2007
Skills
Financial Analysis, Strategy Development, Strategy, Financial Modeling, Private Equity, South East Asia, Start-Ups, Fundamental Analysis, Cross-functional Team..., Due Diligence, Investments, Business Development, Start-ups, Equities, Entrepreneurship, Analytics, Management Consulting, Portfolio Management
Education
Kellogg School of Management 2011 — 2013
MBA, Marketing, Finance, Entrepreneurship
Dartmouth College 2004 — 2008
BA, Economics
London School of Economics and Political Science 2012 — 2013
International Management, International Management Exchange (IMEX) Program
Rocket Internet SE July 2012 - September 2012
Leopard Capital LP June 2012 - September 2012
Sandbox Industries March 2012 - July 2012
Putnam Investments July 2008 - June 2011
Farley Capital June 2007 - September 2007
Monness, Crespi, Hardt January 2007 - March 2007
Skills
Financial Analysis, Strategy Development, Strategy, Financial Modeling, Private Equity, South East Asia, Start-Ups, Fundamental Analysis, Cross-functional Team..., Due Diligence, Investments, Business Development, Start-ups, Equities, Entrepreneurship, Analytics, Management Consulting, Portfolio Management
Education
Kellogg School of Management 2011 — 2013
MBA, Marketing, Finance, Entrepreneurship
Dartmouth College 2004 — 2008
BA, Economics
London School of Economics and Political Science 2012 — 2013
International Management, International Management Exchange (IMEX) Program
Doreen Martel Doreen Martel's Putnam Investments Experience September 2003 - December 2005
Job Owner/Operator Freelancing and More
Industry Writing and Editing
Experience
Freelancing and More January 2010 - Present
BlogMutt February 2013 - Present
Writer Access September 2010 - Present
oDesk.com September 2007 - August 2014
Helium August 2007 - August 2014
Sea Change International August 2006 - February 2007
District 33K Lions July 2004 - June 2006
Putnam Investments September 2003 - December 2005
Hormel Foods June 2002 - February 2004
Putnam Investments August 1996 - June 2002
Skills
Grant Writing, Fundraising, Editing, Research, Blogging, Social Networking, Microsoft Office, Copywriting, Newsletters, Writing, Feature Articles, Freelance Writing, Content Writing, Content Development, Proofreading, Web Content, Copy Editing, SEO copywriting, Leadership, Technical Writing, SEO, Content Management, Social Media Marketing, Facebook, Public Speaking, Social Media, Articles, Content Strategy, Ghostwriting, Entrepreneurship, Web Content Management, Online Publishing, Online Marketing, Ebooks, Publications, Journalism, Magazines, SEO Copywriting
Education
George Mason University School of Law 2014 — 2015
Paralegal Certificate, Legal Assistant/Paralegal
Dean College 2002 — 2004
Accounting Certificate, Dean College
Hadley School for the Blind
International Business, Trade, and Tax Law
Freelancing and More January 2010 - Present
BlogMutt February 2013 - Present
Writer Access September 2010 - Present
oDesk.com September 2007 - August 2014
Helium August 2007 - August 2014
Sea Change International August 2006 - February 2007
District 33K Lions July 2004 - June 2006
Putnam Investments September 2003 - December 2005
Hormel Foods June 2002 - February 2004
Putnam Investments August 1996 - June 2002
Skills
Grant Writing, Fundraising, Editing, Research, Blogging, Social Networking, Microsoft Office, Copywriting, Newsletters, Writing, Feature Articles, Freelance Writing, Content Writing, Content Development, Proofreading, Web Content, Copy Editing, SEO copywriting, Leadership, Technical Writing, SEO, Content Management, Social Media Marketing, Facebook, Public Speaking, Social Media, Articles, Content Strategy, Ghostwriting, Entrepreneurship, Web Content Management, Online Publishing, Online Marketing, Ebooks, Publications, Journalism, Magazines, SEO Copywriting
Education
George Mason University School of Law 2014 — 2015
Paralegal Certificate, Legal Assistant/Paralegal
Dean College 2002 — 2004
Accounting Certificate, Dean College
Hadley School for the Blind
International Business, Trade, and Tax Law
Jake Carlson Jake Carlson's Putnam Investments Experience January 2015 - Present
Job External Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2015 - Present
Putnam Investments November 2012 - December 2014
Putnam Investments June 2012 - November 2012
Dartmouth College October 2008 - March 2012
Skills
Series 63, Mutual Funds, Wealth Management, Series 7, Sports Marketing, Series 6, Asset Allocation, Stata, Series 65
Education
Dartmouth College 2008 — 2012
BA, Economics
The Woodlands High School 2004 — 2008
Putnam Investments January 2015 - Present
Putnam Investments November 2012 - December 2014
Putnam Investments June 2012 - November 2012
Dartmouth College October 2008 - March 2012
Skills
Series 63, Mutual Funds, Wealth Management, Series 7, Sports Marketing, Series 6, Asset Allocation, Stata, Series 65
Education
Dartmouth College 2008 — 2012
BA, Economics
The Woodlands High School 2004 — 2008
Chris Caton Chris Caton's Putnam Investments Experience 2000 - 2004
Job Client Relationship Manager at Voya Financial
Industry Financial Services
Experience
Voya Financial September 2014 - Present
ING US December 2013 - Present
Mercer 2005 - July 2013
Putnam Investments 2000 - 2004
Salem Five Mortgage 1998 - 2000
Putnam Investments 1994 - 1997
Skills
Talent Management, 401k, Defined Benefit, Retirement, Employee Benefits, Vendor Management, Outsourcing, Defined Contribution, Investments, Benefits Administration, Relationship Management, Mutual Funds, Financial Services, Pensions, ERISA, Series 6, Retirement Planning
Education
Dartmouth College
BA, History
Hingham High School
Diploma, General Studies
Voya Financial September 2014 - Present
ING US December 2013 - Present
Mercer 2005 - July 2013
Putnam Investments 2000 - 2004
Salem Five Mortgage 1998 - 2000
Putnam Investments 1994 - 1997
Skills
Talent Management, 401k, Defined Benefit, Retirement, Employee Benefits, Vendor Management, Outsourcing, Defined Contribution, Investments, Benefits Administration, Relationship Management, Mutual Funds, Financial Services, Pensions, ERISA, Series 6, Retirement Planning
Education
Dartmouth College
BA, History
Hingham High School
Diploma, General Studies
Darren Peers Darren Peers's Putnam Investments Experience September 2001 - September 2003
Job Analyst at Capital Group
Industry Financial Services
Experience
Capital Group January 2014 - Present
NWQ Investments October 2003 - January 2014
Putnam Investments September 2001 - September 2003
Putnam Investments January 1997 - September 1999
RBC Dominion Securities July 1996 - January 1997
Skills
Equities, Fixed Income, Options, Investment Strategies, Commodity
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1999 — 2001
MBA
Dartmouth College 1992 — 1996
Bachelor of Arts (BA), Economics
Capital Group January 2014 - Present
NWQ Investments October 2003 - January 2014
Putnam Investments September 2001 - September 2003
Putnam Investments January 1997 - September 1999
RBC Dominion Securities July 1996 - January 1997
Skills
Equities, Fixed Income, Options, Investment Strategies, Commodity
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1999 — 2001
MBA
Dartmouth College 1992 — 1996
Bachelor of Arts (BA), Economics
Brendan Rotanz Brendan Rotanz's Putnam Investments Experience May 2015 - Present
Job Regional Marketing Associate Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments May 2015 - Present
Putnam Investments September 2014 - May 2015
GR-NEAM June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Leadership, Financial Analysis, Customer Service
Education
Dartmouth College 2010 — 2014
Bachelor's degree
Fairfield College Preparatory 2006 — 2010
High School
Putnam Investments May 2015 - Present
Putnam Investments September 2014 - May 2015
GR-NEAM June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Leadership, Financial Analysis, Customer Service
Education
Dartmouth College 2010 — 2014
Bachelor's degree
Fairfield College Preparatory 2006 — 2010
High School
Aaron Gaide Aaron Gaide's Putnam Investments Experience June 2013 - Present
Job Senior Regional Marketing Associate Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2013 - Present
Putnam Investments October 2012 - May 2013
Pavé Life January 2012 - June 2012
Eventbrite June 2010 - August 2010
The Charles Group January 2010 - March 2010
The National Coalition for the Homeless December 2008 - March 2009
Skills
Series 6, Series 63, Series 7
Education
Dartmouth College 2007 — 2011
B.A. in Sociology and Psychology
Putnam Investments June 2013 - Present
Putnam Investments October 2012 - May 2013
Pavé Life January 2012 - June 2012
Eventbrite June 2010 - August 2010
The Charles Group January 2010 - March 2010
The National Coalition for the Homeless December 2008 - March 2009
Skills
Series 6, Series 63, Series 7
Education
Dartmouth College 2007 — 2011
B.A. in Sociology and Psychology
Patrick Kenary Patrick Kenary's Putnam Investments Experience February 2003 - April 2004
Job International Sales at IVC International Veneer Company
Industry Paper & Forest Products
Experience
IVC International Veneer Company August 2011 - Present
Website Connection April 2009 - January 2011
Website Connection April 2009 - January 2011
Westar Kitchen & Bath February 2006 - February 2009
Crane Appliance Corp September 2004 - October 2005
Putnam Investments February 2003 - April 2004
Skills
International Sales, Inside Sales, Sales Management, B2B, Cold Calling, Management, Marketing, Sales, Sales Operations, Sales Process, Market Research, Sales Presentations, Training, Pricing, Purchasing, New Business Development
Education
Dean College 2002 — 2004
Associate, Communications
Dean College 2002 — 2004
Associates Degree, Communications
Saint Johnsbury Academy 1998 — 2002
High School Diploma
IVC International Veneer Company August 2011 - Present
Website Connection April 2009 - January 2011
Website Connection April 2009 - January 2011
Westar Kitchen & Bath February 2006 - February 2009
Crane Appliance Corp September 2004 - October 2005
Putnam Investments February 2003 - April 2004
Skills
International Sales, Inside Sales, Sales Management, B2B, Cold Calling, Management, Marketing, Sales, Sales Operations, Sales Process, Market Research, Sales Presentations, Training, Pricing, Purchasing, New Business Development
Education
Dean College 2002 — 2004
Associate, Communications
Dean College 2002 — 2004
Associates Degree, Communications
Saint Johnsbury Academy 1998 — 2002
High School Diploma
Lisa Tripodi's Putnam Investments Experience October 2007 - June 2010
Job Financial Services Professional
Industry Financial Services
Experience
stay at home parent September 2011 - Present
BNY Mellon June 2010 - September 2011
Putnam Investments October 2007 - June 2010
Putnam Investments August 2001 - October 2007
Putnam Investments September 1998 - August 2001
Putnam Investments August 1996 - September 1998
MaGlockners Restaurant May 1992 - August 1996
Skills
Transaction Processing, Account Reconciliation, Discrepancy Resolution, Mutual Funds, Relationship Management, Customer Service, Internal Audit, On the Job Training, Reporting & Analysis, Project Management, Data Feeds, Treasury Services, Data Warehousing, Requirements Gathering, Process Improvement
Education
Dean College 1994 — 1999
Framingham State University 1993 — 1994
stay at home parent September 2011 - Present
BNY Mellon June 2010 - September 2011
Putnam Investments October 2007 - June 2010
Putnam Investments August 2001 - October 2007
Putnam Investments September 1998 - August 2001
Putnam Investments August 1996 - September 1998
MaGlockners Restaurant May 1992 - August 1996
Skills
Transaction Processing, Account Reconciliation, Discrepancy Resolution, Mutual Funds, Relationship Management, Customer Service, Internal Audit, On the Job Training, Reporting & Analysis, Project Management, Data Feeds, Treasury Services, Data Warehousing, Requirements Gathering, Process Improvement
Education
Dean College 1994 — 1999
Framingham State University 1993 — 1994
Max Randall's Putnam Investments Experience October 2014 - December 2014
Job Student at Dartmouth College
Industry
Experience
Putnam Investments October 2014 - December 2014
Education
Dartmouth College 2012 — 2016
Bachelor's Degree, Engineering
Putnam Investments October 2014 - December 2014
Education
Dartmouth College 2012 — 2016
Bachelor's Degree, Engineering
Jack Connolly's Putnam Investments Experience June 2013 - August 2013
Job Growth Equity Intern at North Bridge Growth Equity and Venture Partners
Industry Banking
Experience
North Bridge Growth Equity and Venture Partners June 2015 - Present
North Bridge Growth Equity and Venture Partners October 2014 - December 2014
Putnam Investments June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Leadership, Research, Valuation, Microsoft Office, Management, Microsoft Excel, PowerPoint, Sales, Customer Service, Financial Modeling, Fixed Income, Investments
Education
Dartmouth College 2012 — 2016
Bachelor's degree, Government
St. Sebastian's School 2007 — 2012
North Bridge Growth Equity and Venture Partners June 2015 - Present
North Bridge Growth Equity and Venture Partners October 2014 - December 2014
Putnam Investments June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Skills
Leadership, Research, Valuation, Microsoft Office, Management, Microsoft Excel, PowerPoint, Sales, Customer Service, Financial Modeling, Fixed Income, Investments
Education
Dartmouth College 2012 — 2016
Bachelor's degree, Government
St. Sebastian's School 2007 — 2012
Allie Gray's Putnam Investments Experience August 2015 - Present
Job Investment Associate at Putnam Investments
Industry
Experience
Putnam Investments August 2015 - Present
J.P. Morgan May 2014 - August 2014
Hypatia Capital Group January 2014 - March 2014
Abbott June 2012 - August 2012
Education
Dartmouth College 2011 — 2015
Deerfield Academy 2007 — 2011
Putnam Investments August 2015 - Present
J.P. Morgan May 2014 - August 2014
Hypatia Capital Group January 2014 - March 2014
Abbott June 2012 - August 2012
Education
Dartmouth College 2011 — 2015
Deerfield Academy 2007 — 2011
Tara Carbonneau's Putnam Investments Experience September 2007 - June 2013
Job Director, Consultant Relations at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds June 2013 - Present
Putnam Investments September 2007 - June 2013
Putnam Investments August 2006 - September 2007
Putnam Investments August 2004 - August 2006
Putnam Investments April 2003 - August 2004
Spectrum Equity Investors May 1999 - May 2003
Skills
Series 7, Mutual Funds, Investments, Alternative Investments, Equities, Fixed Income, Asset Management, Asset Allocation, Financial Services, Consultants, Relationship Management
Education
Northeastern University - Graduate School of Business Administration 2012 — 2013
Master of Business Administration (MBA)
Hofstra University 1995 — 1999
BBA, Management
OppenheimerFunds June 2013 - Present
Putnam Investments September 2007 - June 2013
Putnam Investments August 2006 - September 2007
Putnam Investments August 2004 - August 2006
Putnam Investments April 2003 - August 2004
Spectrum Equity Investors May 1999 - May 2003
Skills
Series 7, Mutual Funds, Investments, Alternative Investments, Equities, Fixed Income, Asset Management, Asset Allocation, Financial Services, Consultants, Relationship Management
Education
Northeastern University - Graduate School of Business Administration 2012 — 2013
Master of Business Administration (MBA)
Hofstra University 1995 — 1999
BBA, Management
Sandra Vestal Sandra Vestal's Putnam Investments Experience 1995 - 2003
Job Associate at Hills of Bandera
Industry Hospitality
Experience
Boot Hill Guest Cottage January 2003 - Present
Hills of Bandera Ranch 2006 - 2010
Medina River Ranch Resort 2007 - 2008
Putnam Investments 1995 - 2003
Shipley Co. December 1989 - March 1995
Skills
Mutual Funds, Series 63, Asset Management, Retirement, Securities, Financial Services, Investments, Series 7
Education
Dean College
Marketing/Business Management
Boot Hill Guest Cottage January 2003 - Present
Hills of Bandera Ranch 2006 - 2010
Medina River Ranch Resort 2007 - 2008
Putnam Investments 1995 - 2003
Shipley Co. December 1989 - March 1995
Skills
Mutual Funds, Series 63, Asset Management, Retirement, Securities, Financial Services, Investments, Series 7
Education
Dean College
Marketing/Business Management
Michelle Teixeira Michelle Teixeira's Putnam Investments Experience May 2000 - April 2001
Job Senior Business Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2014 - Present
BNY Mellon September 2012 - October 2014
PNC Global Investment Servicing May 2007 - September 2012
PFPC Global Funds Services May 2004 - May 2007
PFPC May 2001 - May 2004
Putnam Investments May 2000 - April 2001
Skills
Mutual Funds, Tax Reporting, Team Management, Microsoft Office, Banking, Cost Basis Reporting, Procedure Development, Leadership, Accounting, Tax, Financial Services, Management, Time Management, Retirement, Customer Service, Financial Analysis, Team Leadership, Project Management, Business Analysis
Education
Dean College 2004 — 2006
Associate's degree, Accounting
UMass Dartmouth 1994 — 2000
Bachelor of Music, Music Theory and Composition
BNY Mellon October 2014 - Present
BNY Mellon September 2012 - October 2014
PNC Global Investment Servicing May 2007 - September 2012
PFPC Global Funds Services May 2004 - May 2007
PFPC May 2001 - May 2004
Putnam Investments May 2000 - April 2001
Skills
Mutual Funds, Tax Reporting, Team Management, Microsoft Office, Banking, Cost Basis Reporting, Procedure Development, Leadership, Accounting, Tax, Financial Services, Management, Time Management, Retirement, Customer Service, Financial Analysis, Team Leadership, Project Management, Business Analysis
Education
Dean College 2004 — 2006
Associate's degree, Accounting
UMass Dartmouth 1994 — 2000
Bachelor of Music, Music Theory and Composition
Craig Christo's Putnam Investments Experience December 1991 - March 1996
Job VP, Business Development at BCG Pensionmark Retirement Group
Industry Financial Services
Experience
Pensionmark Retirement Group June 2010 - Present
Fidelity Investments March 1996 - April 2010
Putnam Investments December 1991 - March 1996
Skills
Retirement, Retirement Planning, 401k, Securities, Series 63, Series 7, Mutual Funds, Investments, Pensions, Asset Management, Investment Advisory, Employee Benefits, Insurance, Asset Allocation, Financial Planning, Portfolio Management, Series 6, Wealth Management, Annuities, Defined Benefit, ERISA
Education
Northeastern University 1988 — 1993
BS, Managment & Finance
Northeastern University - Graduate School of Business Administration 1988 — 1993
Bachelor of Science (B.S.), Finance & Management
Pensionmark Retirement Group June 2010 - Present
Fidelity Investments March 1996 - April 2010
Putnam Investments December 1991 - March 1996
Skills
Retirement, Retirement Planning, 401k, Securities, Series 63, Series 7, Mutual Funds, Investments, Pensions, Asset Management, Investment Advisory, Employee Benefits, Insurance, Asset Allocation, Financial Planning, Portfolio Management, Series 6, Wealth Management, Annuities, Defined Benefit, ERISA
Education
Northeastern University 1988 — 1993
BS, Managment & Finance
Northeastern University - Graduate School of Business Administration 1988 — 1993
Bachelor of Science (B.S.), Finance & Management
Lynnea Raper Lynnea Raper's Putnam Investments Experience April 1997 - September 2012
Job Vice President at State Street
Industry Computer Software
Experience
State Street September 2012 - Present
Putnam Investments April 1997 - September 2012
Skills
SQL, Data Warehousing, SDLC, Agile Methodologies, Business Analysis, Software Project..., Business Intelligence, Databases, Oracle, Requirements Analysis, Requirements Gathering, SOA, Unix, Visio, Financial Services, Vendor Management, Fixed Income, Software Development, Equities, IT Strategy, Integration, Process Improvement
Education
Northeastern University
MS, Finance
Northeastern University - Graduate School of Business Administration
MBA
University of Oklahoma
BS, Mathematics
State Street September 2012 - Present
Putnam Investments April 1997 - September 2012
Skills
SQL, Data Warehousing, SDLC, Agile Methodologies, Business Analysis, Software Project..., Business Intelligence, Databases, Oracle, Requirements Analysis, Requirements Gathering, SOA, Unix, Visio, Financial Services, Vendor Management, Fixed Income, Software Development, Equities, IT Strategy, Integration, Process Improvement
Education
Northeastern University
MS, Finance
Northeastern University - Graduate School of Business Administration
MBA
University of Oklahoma
BS, Mathematics
kevin pendergast kevin pendergast's Putnam Investments Experience January 2001 - December 2003
Job Department Assistant II, Town Clerk's Office, Town of Needham
Industry Government Administration
Experience
Town of Needham April 2010 - Present
Mercer January 2004 - December 2008
Putnam Investments January 2001 - December 2003
Skills
Passed series 6 and 63, Relius Forms knowledge, ASC System knowledge, VRIS System knowledge
Education
Dean College 2005 — 2008
Business Administration
Massachusetts Bay Community College 1988 — 1989
none, liberal arts
Marian High School 1984 — 1988
diploma, college prepatory
Wilson Jr High, Natick
Town of Needham April 2010 - Present
Mercer January 2004 - December 2008
Putnam Investments January 2001 - December 2003
Skills
Passed series 6 and 63, Relius Forms knowledge, ASC System knowledge, VRIS System knowledge
Education
Dean College 2005 — 2008
Business Administration
Massachusetts Bay Community College 1988 — 1989
none, liberal arts
Marian High School 1984 — 1988
diploma, college prepatory
Wilson Jr High, Natick
Keith R. Devine Keith R. Devine's Putnam Investments Experience May 2000 - December 2004
Job Client Services Analyst III/ Service Delivery at Mercer Market Place Mercer Health & Benefits, LLC
Industry Banking
Experience
Mercer Market Place -Mercer Health & Benefits, LLC September 2015 - Present
Mercer Market Place Retiree Exchange- Transition Assist July 2014 - September 2015
Marsh & McLennan Companies, Inc. January 2005 - July 2014
Shaw's Supermarkets 1994 - 2014
Putnam Investments May 2000 - December 2004
Citizens Bank 1997 - 2001
Skills
Investments, Human Resources, Pensions, Banking, 401k, Defined Contribution, Customer Service, Sales, Employee Benefits, Loans, PeopleSoft, Benefits Administration, Deferred Compensation, Workers Compensation, HRIS, Employee Relations, Succession Planning, Performance Management, Onboarding, Talent Management, Payroll, Workforce Planning, FMLA, New Hire Orientations, Insurance, Job Analysis
Education
Dean College
Mercer Market Place -Mercer Health & Benefits, LLC September 2015 - Present
Mercer Market Place Retiree Exchange- Transition Assist July 2014 - September 2015
Marsh & McLennan Companies, Inc. January 2005 - July 2014
Shaw's Supermarkets 1994 - 2014
Putnam Investments May 2000 - December 2004
Citizens Bank 1997 - 2001
Skills
Investments, Human Resources, Pensions, Banking, 401k, Defined Contribution, Customer Service, Sales, Employee Benefits, Loans, PeopleSoft, Benefits Administration, Deferred Compensation, Workers Compensation, HRIS, Employee Relations, Succession Planning, Performance Management, Onboarding, Talent Management, Payroll, Workforce Planning, FMLA, New Hire Orientations, Insurance, Job Analysis
Education
Dean College
Lauren Jenny Lauren Jenny's Putnam Investments Experience September 2014 - Present
Job Global Distribution Associate at Putnam Investments
Industry Financial Services
Experience
Putnam Investments September 2014 - Present
Dartmouth College September 2010 - June 2014
Dartmouth College Admission's Office March 2012 - November 2013
Staples June 2013 - August 2013
Bright Horizons January 2013 - March 2013
Skills
PowerPoint, Market Research, Public Speaking, Social Media, Research, Data Analysis, Microsoft Office, Microsoft Excel, Marketing, SPSS, Psychology, Qualitative Research, Statistics, Event Planning, Customer Insight, Marketing Research, Marketing Strategy, Finance, Mutual Funds
Education
Dartmouth College 2010 — 2014
Bachelor of Arts, Psychology and Sociology
Wayland High School 2006 — 2010
Putnam Investments September 2014 - Present
Dartmouth College September 2010 - June 2014
Dartmouth College Admission's Office March 2012 - November 2013
Staples June 2013 - August 2013
Bright Horizons January 2013 - March 2013
Skills
PowerPoint, Market Research, Public Speaking, Social Media, Research, Data Analysis, Microsoft Office, Microsoft Excel, Marketing, SPSS, Psychology, Qualitative Research, Statistics, Event Planning, Customer Insight, Marketing Research, Marketing Strategy, Finance, Mutual Funds
Education
Dartmouth College 2010 — 2014
Bachelor of Arts, Psychology and Sociology
Wayland High School 2006 — 2010
Jessica Aucoin Jessica Aucoin's Putnam Investments Experience August 2003 - June 2005
Job Tax Accountant at Staples
Industry Retail
Experience
Staples June 2012 - Present
The TJX Companies Inc September 2009 - June 2012
Progressive Pro/Caterer's Warehouse October 2008 - September 2009
Progressive Pro/Caterer's Warehouse June 2008 - August 2008
Fashion Bug January 2007 - April 2008
Circuit City July 2005 - February 2006
Putnam Investments August 2003 - June 2005
Common Card & Gift June 1997 - December 2001
Skills
Sales Tax, Sales & Use Tax..., Business License, Use Tax, Sales & Use Tax, Vertex, SOX Compliancy, Microsoft Excel, Oracle Applications, QuickBooks, Microsoft Office, OneSource, Accounts Receivable, Accounts Payable, Account Reconciliation, Accounting
Education
Nichols College 2010 — 2012
MBA, Accounting and Finance
Worcester State University 2007 — 2009
BS, Business Administration
Dean College 2003 — 2005
Associate Degree, Business Administration
Staples June 2012 - Present
The TJX Companies Inc September 2009 - June 2012
Progressive Pro/Caterer's Warehouse October 2008 - September 2009
Progressive Pro/Caterer's Warehouse June 2008 - August 2008
Fashion Bug January 2007 - April 2008
Circuit City July 2005 - February 2006
Putnam Investments August 2003 - June 2005
Common Card & Gift June 1997 - December 2001
Skills
Sales Tax, Sales & Use Tax..., Business License, Use Tax, Sales & Use Tax, Vertex, SOX Compliancy, Microsoft Excel, Oracle Applications, QuickBooks, Microsoft Office, OneSource, Accounts Receivable, Accounts Payable, Account Reconciliation, Accounting
Education
Nichols College 2010 — 2012
MBA, Accounting and Finance
Worcester State University 2007 — 2009
BS, Business Administration
Dean College 2003 — 2005
Associate Degree, Business Administration
Caroline Lindseth's Putnam Investments Experience August 2012 - March 2014
Job Investment Product Analyst at Putnam Investments
Industry Financial Services
Experience
Global Investment Strategies, Putnam Investments April 2014 - Present
Putnam Investments August 2012 - March 2014
Dartmouth College September 2010 - December 2010
Skills
Strategy, Market Analysis, Presentations, Analysis, Mutual Funds, Research, Sales, Competitive Analysis, Leadership, Economics, Marketing Research, Analytics, Microsoft Office, Microsoft Excel, Bloomberg
Education
Dartmouth College 2008 — 2012
Art History
The Lawrenceville School 2004 — 2008
Global Investment Strategies, Putnam Investments April 2014 - Present
Putnam Investments August 2012 - March 2014
Dartmouth College September 2010 - December 2010
Skills
Strategy, Market Analysis, Presentations, Analysis, Mutual Funds, Research, Sales, Competitive Analysis, Leadership, Economics, Marketing Research, Analytics, Microsoft Office, Microsoft Excel, Bloomberg
Education
Dartmouth College 2008 — 2012
Art History
The Lawrenceville School 2004 — 2008
Scott Sipple Scott Sipple's Putnam Investments Experience November 2009 - Present
Job Putnam Investments
Industry Investment Management
Experience
Putnam Investments November 2009 - Present
Fidelity Investments 2004 - 2009
AllianceBernstein 1998 - 2004
Education
Dartmouth College 1980 — 1984
Putnam Investments November 2009 - Present
Fidelity Investments 2004 - 2009
AllianceBernstein 1998 - 2004
Education
Dartmouth College 1980 — 1984
Deb Healey Deb Healey's Putnam Investments Experience 1994 - 2002
Job Partner/ Head Trader at Champlain Investment Partners, LLC
Industry Investment Management
Experience
Champlain Investment Partners, LLC 2004 - Present
Putnam Investments 1994 - 2002
Fidelity Investments 1984 - 1994
Education
Dartmouth College 1979 — 1983
Bachelor of Arts (B.A.)
Champlain Investment Partners, LLC 2004 - Present
Putnam Investments 1994 - 2002
Fidelity Investments 1984 - 1994
Education
Dartmouth College 1979 — 1983
Bachelor of Arts (B.A.)
Evan McCormick Evan McCormick's Putnam Investments Experience June 2010 - September 2011
Job Founder & CEO of Investors Mosaic, LLC
Industry Investment Management
Experience
Investors Mosaic, LLC August 2013 - Present
Buy Side Coach August 2012 - December 2013
Investors Mosaic, Inc. May 2011 - August 2013
Putnam Investments June 2010 - September 2011
Fuqua School of Business July 2009 - May 2011
Fidelity Equity Partners August 2005 - May 2009
Fidelity Investments August 2002 - September 2005
Fidelity Investments June 2001 - September 2001
Colonial Asset Management June 2000 - September 2000
Skills
Financial Modeling, Valuation, Investments, Private Equity, Asset Managment, Investment Management
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Entrepreneurship
Davidson College 1998 — 2002
Bachelor of Arts, Economics
Investors Mosaic, LLC August 2013 - Present
Buy Side Coach August 2012 - December 2013
Investors Mosaic, Inc. May 2011 - August 2013
Putnam Investments June 2010 - September 2011
Fuqua School of Business July 2009 - May 2011
Fidelity Equity Partners August 2005 - May 2009
Fidelity Investments August 2002 - September 2005
Fidelity Investments June 2001 - September 2001
Colonial Asset Management June 2000 - September 2000
Skills
Financial Modeling, Valuation, Investments, Private Equity, Asset Managment, Investment Management
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Entrepreneurship
Davidson College 1998 — 2002
Bachelor of Arts, Economics
Amy Wissell Amy Wissell's Putnam Investments Experience July 2008 - May 2015
Job Business System Consultant
Industry Information Technology and Services
Experience
Wells Fargo May 2015 - Present
Putnam Investments July 2008 - May 2015
Space Age Electronics October 2006 - July 2008
Putnam Investments 1998 - 2006
Putnam Investments 1996 - 1998
Putnam Investments 1994 - 1996
Skills
Quality Assurance, Business Analysis, SDLC, Agile Methodologies, Process Improvement, Vendor Management, SharePoint, Testing, Requirements Analysis, Software Documentation, Quality Management, Six Sigma, Project Management, Mobile Devices, Responsive Design, Networking, Google Analytics, Eclipse, Atlassian JIRA, Selenium Testing, VMware Infrastructure, Manual Testing, Test Automation, HP ALM Quality Center..., MySQL, Defined Contribution, ISO 9001, Customer Satisfaction..., Internal Audit, AutoCAD, HTML, VMware, QFD, Agile & Waterfall..., VRU, Documentum, Zephyr
Education
University of Massachusetts Dartmouth 2011 — 2011
Graduate Studies, Business Administration and Management, General
Dean College 2001 — 2005
Certifications, Computer Science
Framingham State University
BA, Communications
Wells Fargo May 2015 - Present
Putnam Investments July 2008 - May 2015
Space Age Electronics October 2006 - July 2008
Putnam Investments 1998 - 2006
Putnam Investments 1996 - 1998
Putnam Investments 1994 - 1996
Skills
Quality Assurance, Business Analysis, SDLC, Agile Methodologies, Process Improvement, Vendor Management, SharePoint, Testing, Requirements Analysis, Software Documentation, Quality Management, Six Sigma, Project Management, Mobile Devices, Responsive Design, Networking, Google Analytics, Eclipse, Atlassian JIRA, Selenium Testing, VMware Infrastructure, Manual Testing, Test Automation, HP ALM Quality Center..., MySQL, Defined Contribution, ISO 9001, Customer Satisfaction..., Internal Audit, AutoCAD, HTML, VMware, QFD, Agile & Waterfall..., VRU, Documentum, Zephyr
Education
University of Massachusetts Dartmouth 2011 — 2011
Graduate Studies, Business Administration and Management, General
Dean College 2001 — 2005
Certifications, Computer Science
Framingham State University
BA, Communications
Karen L. Ericson Karen L. Ericson's Putnam Investments Experience 2001 - 2006
Job Account Coordinator at Baldwin, Clancy and Rogan
Industry Design
Experience
Baldwin/Clancy/Rogan Advertising 2014 - 2015
Mercer 2009 - 2013
Mercer 2007 - 2009
Mercer 2006 - 2007
Putnam Investments 2001 - 2006
Tina Marie's Catering and Events 1993 - 2001
Skills
Microsoft Excel, PowerPoint, Outlook, Lotus Notes, Microsoft Office, Customer Service, Management, Account Management, Marketing, Negotiation, Retail, Administrative..., Office Management, Office Administration, Marketing Strategy, Human Resources, Social Media Marketing, Defined Contribution, Time Management, Advertising, Sales Presentations, Site Planning, Sales Operations, Event Planning, Email Marketing, Training, Business Analysis, Data Entry, Sales, Event Management, Strategy, Team Building, Fundraising, Vendor Management
Education
Dean College 2002 — 2004
Human Resourcs Certification, Business Degree, course work, Human Resourcs, Business
Perry College 1971 — 1972
Early Childhood Education
Chamberlain School Of Retailing 1970 — 1971
Retail and Merchandising
Baldwin/Clancy/Rogan Advertising 2014 - 2015
Mercer 2009 - 2013
Mercer 2007 - 2009
Mercer 2006 - 2007
Putnam Investments 2001 - 2006
Tina Marie's Catering and Events 1993 - 2001
Skills
Microsoft Excel, PowerPoint, Outlook, Lotus Notes, Microsoft Office, Customer Service, Management, Account Management, Marketing, Negotiation, Retail, Administrative..., Office Management, Office Administration, Marketing Strategy, Human Resources, Social Media Marketing, Defined Contribution, Time Management, Advertising, Sales Presentations, Site Planning, Sales Operations, Event Planning, Email Marketing, Training, Business Analysis, Data Entry, Sales, Event Management, Strategy, Team Building, Fundraising, Vendor Management
Education
Dean College 2002 — 2004
Human Resourcs Certification, Business Degree, course work, Human Resourcs, Business
Perry College 1971 — 1972
Early Childhood Education
Chamberlain School Of Retailing 1970 — 1971
Retail and Merchandising
Brian Pinard Brian Pinard's Putnam Investments Experience 2006 - 2007
Job Senior Business Analyst at XTRAC Solutions
Industry Financial Services
Experience
XTRAC Solutions June 2015 - Present
Fidelity Investments November 2010 - June 2015
Fidelity Investments January 2010 - December 2010
Fidelity Investments 2007 - January 2010
Putnam Investments 2006 - 2007
Skills
Investments, Fixed Income, Bond Pricing, Valuation, Municipal Bonds, Convertible Bonds, Statistics, Analysis, Mutual Funds, Capital Markets, Bloomberg, VBA, Excel, Word, Visio, Access, Microsoft Office, PowerPoint, Thompson Reuters Eikon, Fund Accounting, BPMN
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2011
Master of Science (MS), Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
Bachelor of Arts (BA), Economics
XTRAC Solutions June 2015 - Present
Fidelity Investments November 2010 - June 2015
Fidelity Investments January 2010 - December 2010
Fidelity Investments 2007 - January 2010
Putnam Investments 2006 - 2007
Skills
Investments, Fixed Income, Bond Pricing, Valuation, Municipal Bonds, Convertible Bonds, Statistics, Analysis, Mutual Funds, Capital Markets, Bloomberg, VBA, Excel, Word, Visio, Access, Microsoft Office, PowerPoint, Thompson Reuters Eikon, Fund Accounting, BPMN
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2011
Master of Science (MS), Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
Bachelor of Arts (BA), Economics
Chad Hollis's Putnam Investments Experience February 2014 - Present
Job Relationship Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments February 2014 - Present
Grannix Corp May 2013 - Present
Putnam Investments July 2012 - February 2014
Merrill Lynch June 2011 - August 2011
Skills
Financial Modeling, Leadership, Social Media, PowerPoint, Data Analysis, Microsoft Excel, Public Speaking, Spanish, Analysis, Market Research, Microsoft Word, Financial Analysis, Java, Nonprofits, Relationship Management, Photoshop, C++, Visual Basic, Social Media Marketing, Editing, Strategic Planning, Access, Marketing
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Government and Economics
Phillips Academy Andover 2005 — 2008
High School
Lake Mary High School 2004 — 2005
High School
Putnam Investments February 2014 - Present
Grannix Corp May 2013 - Present
Putnam Investments July 2012 - February 2014
Merrill Lynch June 2011 - August 2011
Skills
Financial Modeling, Leadership, Social Media, PowerPoint, Data Analysis, Microsoft Excel, Public Speaking, Spanish, Analysis, Market Research, Microsoft Word, Financial Analysis, Java, Nonprofits, Relationship Management, Photoshop, C++, Visual Basic, Social Media Marketing, Editing, Strategic Planning, Access, Marketing
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Government and Economics
Phillips Academy Andover 2005 — 2008
High School
Lake Mary High School 2004 — 2005
High School
Jay Haines Jay Haines's Putnam Investments Experience February 1997 - October 2008
Job VP, Assoc. Gen'l Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2008 - Present
Putnam Investments February 1997 - October 2008
Ropes & Gray LLP September 1990 - February 1997
Skills
Retirement Planning, Retirement
Education
NYU School of Law 1987 — 1990
Doctor of Law (JD), Law
Dartmouth College 1983 — 1987
Bachelor of Arts (BA), Government
Fidelity Investments October 2008 - Present
Putnam Investments February 1997 - October 2008
Ropes & Gray LLP September 1990 - February 1997
Skills
Retirement Planning, Retirement
Education
NYU School of Law 1987 — 1990
Doctor of Law (JD), Law
Dartmouth College 1983 — 1987
Bachelor of Arts (BA), Government
Michael Bonen, MBA Michael Bonen, MBA's Putnam Investments Experience 2003 - 2005
Job VP, Managing Regional Director at Natixis Global Asset Management SouthEast
Industry Investment Management
Experience
Natixis Global Asset Management June 2014 - Present
Community Work Services May 2012 - Present
Natixis Global Asset Management January 2013 - June 2014
Natixis Global Asset Management June 2010 - January 2013
Natixis Global Asset Management March 2010 - June 2010
Natixis Global Asset Management July 2005 - March 2010
Putnam Investments 2003 - 2005
Skills
Portfolio Management, Securities, Financial Services, Mutual Funds
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2010
Executive MBA
Johnson and Wales University
Hospitality Management
Natixis Global Asset Management June 2014 - Present
Community Work Services May 2012 - Present
Natixis Global Asset Management January 2013 - June 2014
Natixis Global Asset Management June 2010 - January 2013
Natixis Global Asset Management March 2010 - June 2010
Natixis Global Asset Management July 2005 - March 2010
Putnam Investments 2003 - 2005
Skills
Portfolio Management, Securities, Financial Services, Mutual Funds
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2010
Executive MBA
Johnson and Wales University
Hospitality Management
Rick Bihrle's Putnam Investments Experience June 2015 - Present
Job Investment Product Analyst, Fixed Income at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2015 - Present
Putnam Investments April 2014 - May 2015
Putnam Investments January 2012 - April 2014
Putnam Investments January 2008 - January 2012
Skills
Mutual Funds, Financial Services, Equities, Fixed Income, Portfolio Management, Hedge Funds, Asset Allocation, Series 7, UCITS, Investments, Bloomberg, Alternative Investments, Securities, Series 63
Education
Northeastern University - Graduate School of Business Administration 2010 — 2014
MBA & MS Finance
University of Massachusetts, Amherst
B.A., Economics
Putnam Investments June 2015 - Present
Putnam Investments April 2014 - May 2015
Putnam Investments January 2012 - April 2014
Putnam Investments January 2008 - January 2012
Skills
Mutual Funds, Financial Services, Equities, Fixed Income, Portfolio Management, Hedge Funds, Asset Allocation, Series 7, UCITS, Investments, Bloomberg, Alternative Investments, Securities, Series 63
Education
Northeastern University - Graduate School of Business Administration 2010 — 2014
MBA & MS Finance
University of Massachusetts, Amherst
B.A., Economics
Charles Donahue Charles Donahue's Putnam Investments Experience September 1998 - June 2000
Job General Contractor & Builder
Industry Construction
Experience
IBY Delta Alumni Association May 2010 - Present
Exclusive Restorations March 2010 - Present
Peter Phelps Builders, Inc. April 2001 - October 2002
Brown Brothers Harriman July 2000 - March 2001
Putnam Investments September 1998 - June 2000
Daniel Webster College 1991 - 1996
Skills
Financial Planning, Investments, Insurance, Accounting, Portfolio Management
Education
University of Phoenix 2008 — 2009
MSA, Accounting
HR Block 2008 — 2008
Accounting
Daniel Webster College 1991 — 1998
BS, Business Management
North Catholic 1987 — 1991
High School, College Prep
IBY Delta Alumni Association May 2010 - Present
Exclusive Restorations March 2010 - Present
Peter Phelps Builders, Inc. April 2001 - October 2002
Brown Brothers Harriman July 2000 - March 2001
Putnam Investments September 1998 - June 2000
Daniel Webster College 1991 - 1996
Skills
Financial Planning, Investments, Insurance, Accounting, Portfolio Management
Education
University of Phoenix 2008 — 2009
MSA, Accounting
HR Block 2008 — 2008
Accounting
Daniel Webster College 1991 — 1998
BS, Business Management
North Catholic 1987 — 1991
High School, College Prep
Andrew Hume's Putnam Investments Experience December 2012 - Present
Job Investor Services Representative
Industry Financial Services
Experience
Putnam Investments December 2012 - Present
Sun Life Financial June 2007 - June 2011
World Karate January 1996 - June 2006
Skills
Sales, Sales Operations, Management, Salesforce.com, Customer Service, Sales Presentations, Microsoft Excel, Leadership, Team Building, Product Launch, Analysis, Marketing, CRM, Sales Process, Microsoft Office, Sales Management, Account Management, New Business Development, Process Improvement, Selling, Training, Business Development
Education
Northeastern University 2008 — 2012
BS, Philosophy
Dean College 2006 — 2008
Associates, Liberal Studies
Putnam Investments December 2012 - Present
Sun Life Financial June 2007 - June 2011
World Karate January 1996 - June 2006
Skills
Sales, Sales Operations, Management, Salesforce.com, Customer Service, Sales Presentations, Microsoft Excel, Leadership, Team Building, Product Launch, Analysis, Marketing, CRM, Sales Process, Microsoft Office, Sales Management, Account Management, New Business Development, Process Improvement, Selling, Training, Business Development
Education
Northeastern University 2008 — 2012
BS, Philosophy
Dean College 2006 — 2008
Associates, Liberal Studies
Andrew Behm's Putnam Investments Experience September 2002 - April 2003
Job Management at Sliders Grill & Bar
Industry Restaurants
Experience
Sliders Grill & Bar July 2014 - Present
Dunkin Donuts April 2012 - July 2014
Oracle Lounge Inc January 2007 - 2012
Putnam Investments September 2002 - April 2003
Skills
Strategic Planning, Team Building, Team Leadership, Leadership Development, P&L Budget Management, Streamlining Operations, Cost Efficiency, Increased Profitability, Customer Retention, Customer Service, Customer Satisfaction, Customer Acquisition, Sales Management, Sales Operations, P&L Analysis, Forecasting, Marketing, Competitive Analysis, Start-ups, Contract Negotiation, Negotiation, Purchasing, P
Education
The Ohio State University 2004 — 2006
Marketing
Southern Connecticut State University 2006 — 2006
Dean College 2002 — 2004
AA Degree, Business Administration 2002
Sliders Grill & Bar July 2014 - Present
Dunkin Donuts April 2012 - July 2014
Oracle Lounge Inc January 2007 - 2012
Putnam Investments September 2002 - April 2003
Skills
Strategic Planning, Team Building, Team Leadership, Leadership Development, P&L Budget Management, Streamlining Operations, Cost Efficiency, Increased Profitability, Customer Retention, Customer Service, Customer Satisfaction, Customer Acquisition, Sales Management, Sales Operations, P&L Analysis, Forecasting, Marketing, Competitive Analysis, Start-ups, Contract Negotiation, Negotiation, Purchasing, P
Education
The Ohio State University 2004 — 2006
Marketing
Southern Connecticut State University 2006 — 2006
Dean College 2002 — 2004
AA Degree, Business Administration 2002
Michael Engels's Putnam Investments Experience 2000 - 2003
Job Technical Recruiter/Life Changer
Industry Staffing and Recruiting
Experience
New Directions, Staffing Services October 2011 - Present
Semper Home Loans July 2011 - November 2011
Maverick Funding September 2004 - July 2011
Putnam Investments 2000 - 2003
Skills
Internal Communications, Listening Skills, Organizing, Internet Recruiting, Technical Recruiting, Recruitment/Retention, Full-cycle Recruiting, Salary Negotiation, Customer Relations, Contract Recruitment, Problem Solving, Quality Assurance, Hiring, Sourcing, Customer Service, Screening, Talent Acquisition, Cold Calling, Employee Relations, Account Management, Performance Management, Screening Resumes, Negotiation, Talent Management, Recruiting, SDLC, Enterprise Architecture, Business Development, Benefits Negotiation, Interviews, Staffing Services, Consulting, Sales, Applicant Tracking..., CRM, Enterprise Software, Management, Temporary Placement, Business Intelligence, Project Management, Vendor Management, Microsoft Office
Education
Cumberland High School 1992 — 1996
College Prep
Dean College
New Directions, Staffing Services October 2011 - Present
Semper Home Loans July 2011 - November 2011
Maverick Funding September 2004 - July 2011
Putnam Investments 2000 - 2003
Skills
Internal Communications, Listening Skills, Organizing, Internet Recruiting, Technical Recruiting, Recruitment/Retention, Full-cycle Recruiting, Salary Negotiation, Customer Relations, Contract Recruitment, Problem Solving, Quality Assurance, Hiring, Sourcing, Customer Service, Screening, Talent Acquisition, Cold Calling, Employee Relations, Account Management, Performance Management, Screening Resumes, Negotiation, Talent Management, Recruiting, SDLC, Enterprise Architecture, Business Development, Benefits Negotiation, Interviews, Staffing Services, Consulting, Sales, Applicant Tracking..., CRM, Enterprise Software, Management, Temporary Placement, Business Intelligence, Project Management, Vendor Management, Microsoft Office
Education
Cumberland High School 1992 — 1996
College Prep
Dean College
Aimee Covino's Putnam Investments Experience November 2008 - December 2009
Job Former Project Leader at Putnam Investments
Industry Financial Services
Experience
Putnam Investments November 2008 - December 2009
Putnam Investments August 2007 - November 2008
Putnam Investments August 2006 - August 2007
Putnam Investments October 2005 - August 2006
Skills
Mutual Funds
Education
Dean College
Putnam Investments November 2008 - December 2009
Putnam Investments August 2007 - November 2008
Putnam Investments August 2006 - August 2007
Putnam Investments October 2005 - August 2006
Skills
Mutual Funds
Education
Dean College
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
Jacqueline Gabriel's Putnam Investments Experience August 2015 - Present
Job QA Manager at Putnam Investments
Industry Information Technology and Services
Experience
Putnam Investments August 2015 - Present
Oracle February 2008 - August 2015
Thomson Reuters October 2006 - February 2008
Accenture April 2004 - March 2006
Navitaire LLC - An Accenture Company March 2000 - March 2004
Unisys May 1998 - February 2000
Citibank, N. A. 1997 - 1998
Skills
Software Quality..., SDLC, Requirements Analysis, Test Automation, Software Project..., User Acceptance Testing, SQL, Test Planning, Quality Assurance, Software Development, Quality Center, Testing, QTP, Resource Management, Risk Assessment, Issue Management, IT Project & Program..., Scrum, HP Quality Center
Education
De La Salle University 1992 — 1998
B.S. Computer Science, Computer Technology
University of Santo Tomas 1988 — 1992
Putnam Investments August 2015 - Present
Oracle February 2008 - August 2015
Thomson Reuters October 2006 - February 2008
Accenture April 2004 - March 2006
Navitaire LLC - An Accenture Company March 2000 - March 2004
Unisys May 1998 - February 2000
Citibank, N. A. 1997 - 1998
Skills
Software Quality..., SDLC, Requirements Analysis, Test Automation, Software Project..., User Acceptance Testing, SQL, Test Planning, Quality Assurance, Software Development, Quality Center, Testing, QTP, Resource Management, Risk Assessment, Issue Management, IT Project & Program..., Scrum, HP Quality Center
Education
De La Salle University 1992 — 1998
B.S. Computer Science, Computer Technology
University of Santo Tomas 1988 — 1992
Beth (Myruski) Piskorowski's Putnam Investments Experience July 2001 - July 2004
Job Managing Director, Associate Director of Global Industry Research at Wellington Management
Industry Investment Management
Experience
Wellington Management September 2014 - Present
Wellington Management April 2013 - August 2014
Wellington Management September 2011 - April 2013
Wellington Management August 2008 - September 2011
McKinsey & Company September 2006 - July 2008
McKinsey & Company June 2005 - August 2005
Putnam Investments July 2001 - July 2004
Skills
Private Equity, Equities, Valuation, Financial Modeling, Portfolio Management, Asset Managment, Investments, Capital Markets, Hedge Funds, Alternative Investments, Investment Management, Equity Research, Bloomberg
Education
Harvard Business School 2004 — 2006
MBA, Business
Dartmouth College 1997 — 2001
BA, Government, Philosophy
Wellington Management September 2014 - Present
Wellington Management April 2013 - August 2014
Wellington Management September 2011 - April 2013
Wellington Management August 2008 - September 2011
McKinsey & Company September 2006 - July 2008
McKinsey & Company June 2005 - August 2005
Putnam Investments July 2001 - July 2004
Skills
Private Equity, Equities, Valuation, Financial Modeling, Portfolio Management, Asset Managment, Investments, Capital Markets, Hedge Funds, Alternative Investments, Investment Management, Equity Research, Bloomberg
Education
Harvard Business School 2004 — 2006
MBA, Business
Dartmouth College 1997 — 2001
BA, Government, Philosophy
Ryan Burkart's Putnam Investments Experience July 2008 - Present
Job Equity Research Analyst at Putnam Investments
Industry Investment Management
Experience
Putnam Investments July 2008 - Present
Goldman Sachs May 2003 - June 2006
Baker Street Capital Management June 2002 - April 2003
Bear Stearns June 2000 - September 2002
Skills
Equity Research, Equity Valuation, Valuation, Financial Modeling, Mutual Funds, Hedge Funds, Equities, Capital Markets, Commodity Markets, Foreign Currency, Metals, Mining, Commodity Chemicals, Fine Chemicals, Agricultural Chemicals, Packaging, Cement, Coal Mining, Precious Metals, Bloomberg, Asset Management, Financial Analysis, Investments, Trading, Portfolio Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Dartmouth College 1995 — 2000
AB, Economics
Putnam Investments July 2008 - Present
Goldman Sachs May 2003 - June 2006
Baker Street Capital Management June 2002 - April 2003
Bear Stearns June 2000 - September 2002
Skills
Equity Research, Equity Valuation, Valuation, Financial Modeling, Mutual Funds, Hedge Funds, Equities, Capital Markets, Commodity Markets, Foreign Currency, Metals, Mining, Commodity Chemicals, Fine Chemicals, Agricultural Chemicals, Packaging, Cement, Coal Mining, Precious Metals, Bloomberg, Asset Management, Financial Analysis, Investments, Trading, Portfolio Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Dartmouth College 1995 — 2000
AB, Economics
Andrea Varnik's Putnam Investments Experience May 2003 - Present
Job Administrative Assistant at Putnam Investments
Industry Financial Services
Experience
Putnam Investments May 2003 - Present
Westfield Public Schools September 2001 - June 2002
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Organizational..., Calendaring
Education
Northeastern University - Graduate School of Business Administration 2008 — 2012
Master of Business Administration (MBA), Marketing & International Business
University of Massachusetts, Amherst 1997 — 2001
Bachelor's degree, Cultural Anthropology & Italian Studies
Putnam Investments May 2003 - Present
Westfield Public Schools September 2001 - June 2002
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Organizational..., Calendaring
Education
Northeastern University - Graduate School of Business Administration 2008 — 2012
Master of Business Administration (MBA), Marketing & International Business
University of Massachusetts, Amherst 1997 — 2001
Bachelor's degree, Cultural Anthropology & Italian Studies
Jaime Calvao's Putnam Investments Experience November 1996 - September 2006
Job IT Principal Analyst at Pima Community College
Industry Higher Education
Experience
Pima Community College April 2015 - Present
Pima Community College July 2011 - April 2015
Pima Community College April 2011 - July 2011
Pima Community College June 2010 - April 2011
Pima Community College May 2007 - June 2010
Putnam Investments November 1996 - September 2006
Skills
Analysis, Leadership, Process Improvement, Higher Education, Management, Access, Data Analysis, Public Speaking
Education
Dean College 2005 — 2006
Accoutning Certificate
University of Massachusetts Dartmouth 2000 — 2004
BFA, Visual Design/Illustration
Pima Community College April 2015 - Present
Pima Community College July 2011 - April 2015
Pima Community College April 2011 - July 2011
Pima Community College June 2010 - April 2011
Pima Community College May 2007 - June 2010
Putnam Investments November 1996 - September 2006
Skills
Analysis, Leadership, Process Improvement, Higher Education, Management, Access, Data Analysis, Public Speaking
Education
Dean College 2005 — 2006
Accoutning Certificate
University of Massachusetts Dartmouth 2000 — 2004
BFA, Visual Design/Illustration
James Lamb, CFA's Putnam Investments Experience July 2004 - January 2008
Job Equity Analyst at Loomis, Sayles & Co.
Industry Financial Services
Experience
Loomis Sayles January 2008 - Present
Putnam Investments July 2004 - January 2008
Education
Dartmouth College 2000 — 2004
A.B., Engineering, Economics, Italian
Loomis Sayles January 2008 - Present
Putnam Investments July 2004 - January 2008
Education
Dartmouth College 2000 — 2004
A.B., Engineering, Economics, Italian
Kathleen Sebring's Putnam Investments Experience December 1995 - April 2001
Job Communications and Marketing Specialist
Industry Music
Experience
Godino & Company, Inc. August 2012 - Present
Boston Minstrel Company December 2011 - Present
Advantage Sales & Marketing March 2011 - March 2012
Neponset Valley Chamber of Commerce September 2002 - January 2011
Sovereign Bank July 2001 - July 2002
Putnam Investments December 1995 - April 2001
FRANKLIN YMCA April 1988 - June 1990
UNITED BRANDS COMPANY February 1977 - March 1979
Skills
Web Services, Fundraisers, Online Auctions, Public Relations, Organizational..., Event Planning, Non-profits, New Business Development, Fundraising, Event Management, Small Business, Strategic Planning, Marketing Strategy, Nonprofits, Marketing Communications, Trade Shows, Sponsorship, Program Management, Newsletters, Public Speaking, Publicity, Social Media, Social Media Marketing, Social Networking, Community Outreach, Marketing
Education
American Institute of Banking 1974 — 1976
Dean College
computer technology
HarborOne
HarborOne
Godino & Company, Inc. August 2012 - Present
Boston Minstrel Company December 2011 - Present
Advantage Sales & Marketing March 2011 - March 2012
Neponset Valley Chamber of Commerce September 2002 - January 2011
Sovereign Bank July 2001 - July 2002
Putnam Investments December 1995 - April 2001
FRANKLIN YMCA April 1988 - June 1990
UNITED BRANDS COMPANY February 1977 - March 1979
Skills
Web Services, Fundraisers, Online Auctions, Public Relations, Organizational..., Event Planning, Non-profits, New Business Development, Fundraising, Event Management, Small Business, Strategic Planning, Marketing Strategy, Nonprofits, Marketing Communications, Trade Shows, Sponsorship, Program Management, Newsletters, Public Speaking, Publicity, Social Media, Social Media Marketing, Social Networking, Community Outreach, Marketing
Education
American Institute of Banking 1974 — 1976
Dean College
computer technology
HarborOne
HarborOne
Kathryn (Kempf) Burke's Putnam Investments Experience May 2008 - Present
Job Team Leader, Client Service, Putnam Investments
Industry Financial Services
Experience
Putnam Investments May 2008 - Present
Fidelity Investments April 2006 - May 2008
Tokyo Medical University - World Health Organization 2003 - 2004
Holderness School September 2001 - August 2003
Skills
Series 7, Series 63, Institutional Investors, Equities, Relationship Management, Asset Allocation, Fixed Income, Investments
Education
Duke University 2004 — 2005
MA, East Asian Studies
Dartmouth College 1997 — 2001
BA, Asian Studies
Watkins Mill High School 1993 — 1997
Putnam Investments May 2008 - Present
Fidelity Investments April 2006 - May 2008
Tokyo Medical University - World Health Organization 2003 - 2004
Holderness School September 2001 - August 2003
Skills
Series 7, Series 63, Institutional Investors, Equities, Relationship Management, Asset Allocation, Fixed Income, Investments
Education
Duke University 2004 — 2005
MA, East Asian Studies
Dartmouth College 1997 — 2001
BA, Asian Studies
Watkins Mill High School 1993 — 1997
Chris Bunker's Putnam Investments Experience July 2015 - Present
Job Head of Broker Dealer Relationship Management at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2015 - Present
Putnam Investments May 2000 - July 2015
Citizens Financial Services October 1995 - April 2000
Merrill Lynch May 1990 - August 1994
Education
Dartmouth College 1984 — 1988
Putnam Investments July 2015 - Present
Putnam Investments May 2000 - July 2015
Citizens Financial Services October 1995 - April 2000
Merrill Lynch May 1990 - August 1994
Education
Dartmouth College 1984 — 1988
Steve Dietz's Putnam Investments Experience 2005 - 2007
Job Product Manager at ThinkingPhones
Industry Telecommunications
Experience
ThinkingPhones April 2015 - Present
Thermo Fisher Scientific January 2014 - April 2015
Thermo Fisher Scientific March 2013 - December 2013
Thermo Fisher Scientific July 2012 - February 2013
Thermo Fisher Scientific October 2010 - July 2012
Affiliated Managers Group September 2007 - September 2010
Putnam Investments 2005 - 2007
Lane Berry June 2003 - July 2005
Breakaway Solutions January 2000 - March 2000
Skills
Mergers, Due Diligence, Strategy, Financial Modeling, Auditing, Mergers & Acquisitions, Valuation, Corporate Development, Strategic Partnerships, Business Strategy, Product Management, Strategic Planning, Business Development, Product Marketing, Analysis, Cross-functional Team..., Management
Education
Dartmouth College 1998 — 2002
BA
ThinkingPhones April 2015 - Present
Thermo Fisher Scientific January 2014 - April 2015
Thermo Fisher Scientific March 2013 - December 2013
Thermo Fisher Scientific July 2012 - February 2013
Thermo Fisher Scientific October 2010 - July 2012
Affiliated Managers Group September 2007 - September 2010
Putnam Investments 2005 - 2007
Lane Berry June 2003 - July 2005
Breakaway Solutions January 2000 - March 2000
Skills
Mergers, Due Diligence, Strategy, Financial Modeling, Auditing, Mergers & Acquisitions, Valuation, Corporate Development, Strategic Partnerships, Business Strategy, Product Management, Strategic Planning, Business Development, Product Marketing, Analysis, Cross-functional Team..., Management
Education
Dartmouth College 1998 — 2002
BA
Barbara Ann D Brouillard's Putnam Investments Experience 1996 - 2006
Job New Position
Industry Nonprofit Organization Management
Experience
Montgomery County Tax and Audit April 2015 - Present
Center for Child and Adolescent Development January 2009 - Present
H&R Block January 2013 - April 2013
Nellie Burge Community Center February 2008 - July 2012
colonial bank October 2006 - February 2008
Woonsocket Head Start & Child Care 2002 - 2006
Putnam Investments 1996 - 2006
Skills
Microsoft Excel, Customer Service, Outlook, Microsoft Office, Microsoft Word, Healthcare, Accounting, Coaching, Financial Analysis, Budgets, QuickBooks, Financial Reporting, Account Reconciliation, Accounts Payable, General Ledger, Team Building, Access, PowerPoint, Invoicing, Data Entry, Time Management, Bookkeeping, Payroll, Administration, Administrative..., Office Management, Supervisory Skills, Accounts Receivable, Spreadsheets, Telephone Skills, Office Administration, Software Documentation, PeopleSoft, Process Scheduler
Education
Dean College 2004 — 2006
Accounting Certificate, Accounting
Montgomery County Tax and Audit April 2015 - Present
Center for Child and Adolescent Development January 2009 - Present
H&R Block January 2013 - April 2013
Nellie Burge Community Center February 2008 - July 2012
colonial bank October 2006 - February 2008
Woonsocket Head Start & Child Care 2002 - 2006
Putnam Investments 1996 - 2006
Skills
Microsoft Excel, Customer Service, Outlook, Microsoft Office, Microsoft Word, Healthcare, Accounting, Coaching, Financial Analysis, Budgets, QuickBooks, Financial Reporting, Account Reconciliation, Accounts Payable, General Ledger, Team Building, Access, PowerPoint, Invoicing, Data Entry, Time Management, Bookkeeping, Payroll, Administration, Administrative..., Office Management, Supervisory Skills, Accounts Receivable, Spreadsheets, Telephone Skills, Office Administration, Software Documentation, PeopleSoft, Process Scheduler
Education
Dean College 2004 — 2006
Accounting Certificate, Accounting
Jennifer Buckley-Giessler's Putnam Investments Experience January 2000 - July 2002
Job Paraprofessional at Orange County Public Schools
Industry Primary/Secondary Education
Experience
Orange County Public Schools August 2013 - Present
Kelly Educational Staffing February 2013 - August 2013
Aon Hewitt January 2011 - February 2013
Nationwide Retirement Solutions July 2002 - December 2010
Putnam Investments January 2000 - July 2002
Putnam Investments July 1996 - January 2000
Ryder Logistics 1995 - 1995
Ryder System, Inc. August 1993 - 1995
Skills
Defined Benefit, Program Management, Defined Contribution, Recruiting, Investments, Building Relationships, Deferred Compensation, Mergers & Acquisitions, Mutual Funds
Education
Eastern Nazarene College 1997 — 2001
Bachelor of Arts, Business Administration
Dean College 1989 — 1991
Associate of Science, Liberal Studies
Orange County Public Schools August 2013 - Present
Kelly Educational Staffing February 2013 - August 2013
Aon Hewitt January 2011 - February 2013
Nationwide Retirement Solutions July 2002 - December 2010
Putnam Investments January 2000 - July 2002
Putnam Investments July 1996 - January 2000
Ryder Logistics 1995 - 1995
Ryder System, Inc. August 1993 - 1995
Skills
Defined Benefit, Program Management, Defined Contribution, Recruiting, Investments, Building Relationships, Deferred Compensation, Mergers & Acquisitions, Mutual Funds
Education
Eastern Nazarene College 1997 — 2001
Bachelor of Arts, Business Administration
Dean College 1989 — 1991
Associate of Science, Liberal Studies
Charlie Sayers's Putnam Investments Experience July 1997 - September 2014
Job Owner, Sayers Consulting Services, Inc.
Industry Information Technology and Services
Experience
Putnam Investments July 1997 - September 2014
Fidelity Investments October 1995 - May 1997
Lotus Development 1993 - October 1995
Chalet Susse International 1989 - 1993
Digital Equipment Corporation 1979 - 1989
Skills
Application Architecture, Analysis, Application Development, Informatica, Oracle SQL, JBoss, Java, JBoss Seam, Red Hat Linux, PL/SQL, Oracle, VMS, DCL, C, COBOL, Visual Basic, AutoCAD, Autosys, IT Management, Programming, Web Applications, Web Development, Contract Negotiation, Contract Management, MySQL, MySQL database design, Database Design, Project Planning, Project Implementation, Software Project..., Unix, Databases, Visio, SOA, Business Intelligence
Education
Daniel Webster College
Putnam Investments July 1997 - September 2014
Fidelity Investments October 1995 - May 1997
Lotus Development 1993 - October 1995
Chalet Susse International 1989 - 1993
Digital Equipment Corporation 1979 - 1989
Skills
Application Architecture, Analysis, Application Development, Informatica, Oracle SQL, JBoss, Java, JBoss Seam, Red Hat Linux, PL/SQL, Oracle, VMS, DCL, C, COBOL, Visual Basic, AutoCAD, Autosys, IT Management, Programming, Web Applications, Web Development, Contract Negotiation, Contract Management, MySQL, MySQL database design, Database Design, Project Planning, Project Implementation, Software Project..., Unix, Databases, Visio, SOA, Business Intelligence
Education
Daniel Webster College
Kelly Lignos's Putnam Investments Experience
Job vp operations at Putnam Investments
Industry Financial Services
Experience
Putnam Investments
Skills
Performance Management, Call Centers, Financial Services, Mutual Funds, Change Management, Process Improvement
Education
D'Amore-McKim School of Business at Northeastern University 1998 — 2000
Putnam Investments
Skills
Performance Management, Call Centers, Financial Services, Mutual Funds, Change Management, Process Improvement
Education
D'Amore-McKim School of Business at Northeastern University 1998 — 2000
Julie Huss's Putnam Investments Experience 1996 - 1998
Job Vice President, Compensation Manager
Industry Human Resources
Experience
JPMorgan October 2007 - Present
Paychex January 2005 - October 2007
Wellington Management 1998 - 2005
Putnam Investments 1996 - 1998
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2003
MS, Finance
St. John Fisher College 1990 — 1994
BS, Accounting
JPMorgan October 2007 - Present
Paychex January 2005 - October 2007
Wellington Management 1998 - 2005
Putnam Investments 1996 - 1998
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2003
MS, Finance
St. John Fisher College 1990 — 1994
BS, Accounting
Susan McCormack, CFA's Putnam Investments Experience June 1999 - Present
Job Municipal Bond Portfolio Manager at Putnam Investments
Industry Investment Management
Experience
Barth Syndrome Foundation January 2011 - Present
Putnam Investments June 1999 - Present
Putnam Investments May 1994 - June 1999
Merrill Lynch July 1990 - March 1994
Skills
Portfolio Management, Municipal Bonds, Investment Banking, Team Management, Financial Modeling, Financial Analysis, Chartered Financial..., Bonds, Structured Finance, Investments, Fixed Income, Bloomberg, Asset Managment, Securities, Asset Allocation, Alternative Investments, Program Management, Asset Management, Equity Valuation
Education
Stanford University 1988 — 1990
MBA
Dartmouth College 1982 — 1986
BA, Computer Science
Barth Syndrome Foundation January 2011 - Present
Putnam Investments June 1999 - Present
Putnam Investments May 1994 - June 1999
Merrill Lynch July 1990 - March 1994
Skills
Portfolio Management, Municipal Bonds, Investment Banking, Team Management, Financial Modeling, Financial Analysis, Chartered Financial..., Bonds, Structured Finance, Investments, Fixed Income, Bloomberg, Asset Managment, Securities, Asset Allocation, Alternative Investments, Program Management, Asset Management, Equity Valuation
Education
Stanford University 1988 — 1990
MBA
Dartmouth College 1982 — 1986
BA, Computer Science
Ashley Hemphill Netzky's Putnam Investments Experience August 1995 - June 1997
Job Research Manager, Investment Management at William Blair & Company
Industry Research
Experience
William Blair and Company March 2010 - Present
William Blair and Company June 1997 - February 2010
Putnam Investments August 1995 - June 1997
Education
Dartmouth College 1991 — 1995
Philosophy
William Blair and Company March 2010 - Present
William Blair and Company June 1997 - February 2010
Putnam Investments August 1995 - June 1997
Education
Dartmouth College 1991 — 1995
Philosophy
Dominica Ribeiro's Putnam Investments Experience September 1994 - June 2000
Job Experienced institutional marketing and events executive, Financial Engines
Industry Financial Services
Experience
Financial Engines July 2014 - Present
Fidelity Investments January 2014 - July 2014
Pyramis Global Advisors June 2011 - December 2013
Pyramis Global Advisors December 2006 - June 2011
Fidelity Investments June 2000 - December 2006
Putnam Investments September 1994 - June 2000
Skills
Fixed Income, Bond Markets, Money Market, Asset Management, Mutual Funds, ETFs, Thought Leadership, Direct Marketing, Marketing Communications, Corporate Communications, Salesforce.com, Product Marketing, Relationship Management, Securities, Market Analysis, Investments, Institutional..., Financial Services, FINRA, Asset Allocation, Business Relationship..., Project Management, Alternative Investments, Strategy, Management, Marketing, Equities, Cross-functional Team..., Process Improvement
Education
Lesley University 2002 — 2004
Masters, Management
Lesley University 1999 — 2001
Bachelor's Degree, Management
Dean College 1994 — 1999
Associate's Degree, Computer Support
Financial Engines July 2014 - Present
Fidelity Investments January 2014 - July 2014
Pyramis Global Advisors June 2011 - December 2013
Pyramis Global Advisors December 2006 - June 2011
Fidelity Investments June 2000 - December 2006
Putnam Investments September 1994 - June 2000
Skills
Fixed Income, Bond Markets, Money Market, Asset Management, Mutual Funds, ETFs, Thought Leadership, Direct Marketing, Marketing Communications, Corporate Communications, Salesforce.com, Product Marketing, Relationship Management, Securities, Market Analysis, Investments, Institutional..., Financial Services, FINRA, Asset Allocation, Business Relationship..., Project Management, Alternative Investments, Strategy, Management, Marketing, Equities, Cross-functional Team..., Process Improvement
Education
Lesley University 2002 — 2004
Masters, Management
Lesley University 1999 — 2001
Bachelor's Degree, Management
Dean College 1994 — 1999
Associate's Degree, Computer Support
Jennifer (Hynes) Toland's Putnam Investments Experience May 1994 - June 1997
Job AVP & Director of Investment Tax at The Hartford
Industry Insurance
Experience
The Hartford June 2006 - Present
The Hartford May 2003 - June 2006
MFS Investment Management November 1997 - May 2003
Investors Bank & Trust June 1997 - November 1997
Putnam Investments May 1994 - June 1997
Education
The George Washington University - School of Business 2005 — 2007
D'Amore-McKim School of Business at Northeastern University 2000 — 2003
MBA
University of Massachusetts, Amherst 1990 — 1994
BS
Notre Dame Academy 1986 — 1990
The Hartford June 2006 - Present
The Hartford May 2003 - June 2006
MFS Investment Management November 1997 - May 2003
Investors Bank & Trust June 1997 - November 1997
Putnam Investments May 1994 - June 1997
Education
The George Washington University - School of Business 2005 — 2007
D'Amore-McKim School of Business at Northeastern University 2000 — 2003
MBA
University of Massachusetts, Amherst 1990 — 1994
BS
Notre Dame Academy 1986 — 1990
Steve O'Connell's Putnam Investments Experience September 2008 - Present
Job Senior Vice President, Municipal Bond Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments September 2008 - Present
Putnam Investments September 2003 - September 2008
Putnam Investments July 1993 - September 2003
Prudential Securities July 1989 - August 1991
Skills
Alternative Investments, Fixed Income, Bonds, Investment Banking, Credit Risk, Bloomberg, Finance, Equities, Financial Services, Structured Products, Hedge Funds
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MM, Finance, Organizational Behavior
Dartmouth College 1985 — 1989
BA, Economics
Putnam Investments September 2008 - Present
Putnam Investments September 2003 - September 2008
Putnam Investments July 1993 - September 2003
Prudential Securities July 1989 - August 1991
Skills
Alternative Investments, Fixed Income, Bonds, Investment Banking, Credit Risk, Bloomberg, Finance, Equities, Financial Services, Structured Products, Hedge Funds
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MM, Finance, Organizational Behavior
Dartmouth College 1985 — 1989
BA, Economics
Josephine Taylor's Putnam Investments Experience January 1996 - February 2009
Job Director of operations
Industry Hospital & Health Care
Experience
On the Move Rehab November 2010 - Present
Putnam Investments January 1996 - February 2009
Skills
Operations Management, Process Improvement, Team Building, Cross-functional Team..., Finance, Risk Management
Education
Dean College 2000 — 2002
business classes, business
On the Move Rehab November 2010 - Present
Putnam Investments January 1996 - February 2009
Skills
Operations Management, Process Improvement, Team Building, Cross-functional Team..., Finance, Risk Management
Education
Dean College 2000 — 2002
business classes, business
Sharon Lawton's Putnam Investments Experience 1997 - 1998
Job Change Order Analyst at Fidelity Investments
Industry Health, Wellness and Fitness
Experience
Fidelity Investments February 2006 - Present
Fidelity Investments March 2005 - February 2006
Fidelity Investments December 2003 - February 2005
Fidelity Investments February 2000 - December 2003
Fidelity Investments June 1999 - February 2000
Fidelity Investments October 1998 - June 1999
Putnam Investments 1997 - 1998
Sun Life Financial 1977 - 1986
Education
Daniel Webster College 1984 — 1987
BS, Business, Computer Systems
Fidelity Investments February 2006 - Present
Fidelity Investments March 2005 - February 2006
Fidelity Investments December 2003 - February 2005
Fidelity Investments February 2000 - December 2003
Fidelity Investments June 1999 - February 2000
Fidelity Investments October 1998 - June 1999
Putnam Investments 1997 - 1998
Sun Life Financial 1977 - 1986
Education
Daniel Webster College 1984 — 1987
BS, Business, Computer Systems
Richard Hadayia's Putnam Investments Experience August 1999 - November 2000
Job Investment Compliance, SSgA
Industry Investment Management
Experience
SSgA May 2015 - Present
Charles River Development July 2012 - May 2015
Charles River Development August 2010 - October 2012
Wellington Management January 2005 - May 2010
Bank of America December 2000 - January 2005
Putnam Investments August 1999 - November 2000
Skills
Equities, Fixed Income, Derivatives, Bloomberg
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2009
MBA/MSF, Finance
University of Massachusetts Boston 1995 — 1999
BS, Finance
SSgA May 2015 - Present
Charles River Development July 2012 - May 2015
Charles River Development August 2010 - October 2012
Wellington Management January 2005 - May 2010
Bank of America December 2000 - January 2005
Putnam Investments August 1999 - November 2000
Skills
Equities, Fixed Income, Derivatives, Bloomberg
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2009
MBA/MSF, Finance
University of Massachusetts Boston 1995 — 1999
BS, Finance
Heidi Strassberg-Bersani's Putnam Investments Experience June 2001 - March 2002
Job Administrative Assistant at MainePERS
Industry Executive Office
Experience
MainePERS June 2014 - Present
University of Maine at Augusta February 2011 - March 2014
Putnam Investments June 2001 - March 2002
MDA 2000 - 2001
GCC Technologies 1997 - 1999
Skills
Outlook, Research, Customer Service, Microsoft Office, Event Planning, Microsoft Word, Microsoft Excel, Access, Non-profits, Executive Support, Expense Reports, Calendaring, Organization, Fundraising, Teaching, Windows, Travel Arrangements, Calendars, Executive Office..., Business Correspondence, Higher Education, Community Outreach, Social Networking, Nonprofits
Education
University of Maine at Augusta
Daniel Webster College
MainePERS June 2014 - Present
University of Maine at Augusta February 2011 - March 2014
Putnam Investments June 2001 - March 2002
MDA 2000 - 2001
GCC Technologies 1997 - 1999
Skills
Outlook, Research, Customer Service, Microsoft Office, Event Planning, Microsoft Word, Microsoft Excel, Access, Non-profits, Executive Support, Expense Reports, Calendaring, Organization, Fundraising, Teaching, Windows, Travel Arrangements, Calendars, Executive Office..., Business Correspondence, Higher Education, Community Outreach, Social Networking, Nonprofits
Education
University of Maine at Augusta
Daniel Webster College
David Bate's Putnam Investments Experience 2003 - 2007
Job Business Analyst Derivatives at Evergreen Investments
Industry Investment Management
Experience
Evergreen Investments December 2007 - Present
Putnam Investments 2003 - 2007
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2003
MS, Finance
University of Massachusetts Boston 1994 — 1998
BS, Finance
Evergreen Investments December 2007 - Present
Putnam Investments 2003 - 2007
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2003
MS, Finance
University of Massachusetts Boston 1994 — 1998
BS, Finance
Austin Hawley's Putnam Investments Experience 2004 - 2008
Job CoChief Investment Officer at Diamond Hill Capital Management, Inc.
Industry Investment Management
Experience
Diamond Hill Capital Management, Inc. January 2015 - Present
Diamond Hill Capital Management, Inc. August 2008 - Present
Putnam Investments 2004 - 2008
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2002 — 2004
MBA
Dartmouth College 1995 — 1999
BA, History
Diamond Hill Capital Management, Inc. January 2015 - Present
Diamond Hill Capital Management, Inc. August 2008 - Present
Putnam Investments 2004 - 2008
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2002 — 2004
MBA
Dartmouth College 1995 — 1999
BA, History
Crystal Giannoulis's Putnam Investments Experience November 2010 - May 2013
Job Client Service Specialist at CCR Wealth Management, LLC
Industry Investment Management
Experience
CCR Wealth Management, LLC May 2013 - Present
David Christopher Coiffure November 2006 - September 2013
Putnam Investments November 2010 - May 2013
Putnam Investments December 2008 - November 2010
Hairs Boston August 2004 - September 2006
(BSC) Boston Sports Club June 2001 - November 2005
Skills
Mutual Funds, Series 63, Series 7, 401k, Financial Services, Investments, Customer Service, Microsoft Excel, Lotus Notes, Outlook, PowerPoint, Microsoft Office, Securities, Access, Call Center
Education
Suffolk University - Sawyer Business School 2006 — 2008
BSBA, Business Management
Dean College 2004 — 2006
AS, Business Administration
Tri-County RVTHS 2000 — 2004
High School Diploma, Cosmetology/Cosmetologist, General
CCR Wealth Management, LLC May 2013 - Present
David Christopher Coiffure November 2006 - September 2013
Putnam Investments November 2010 - May 2013
Putnam Investments December 2008 - November 2010
Hairs Boston August 2004 - September 2006
(BSC) Boston Sports Club June 2001 - November 2005
Skills
Mutual Funds, Series 63, Series 7, 401k, Financial Services, Investments, Customer Service, Microsoft Excel, Lotus Notes, Outlook, PowerPoint, Microsoft Office, Securities, Access, Call Center
Education
Suffolk University - Sawyer Business School 2006 — 2008
BSBA, Business Management
Dean College 2004 — 2006
AS, Business Administration
Tri-County RVTHS 2000 — 2004
High School Diploma, Cosmetology/Cosmetologist, General
Cheyne Johnson's Putnam Investments Experience February 2004 - August 2005
Job QA LPN at Lifestream HCA
Industry Medical Practice
Experience
Lifestream HCA September 2015 - Present
Independent IT Consulting July 2000 - Present
Shaw's Supermarkets March 2010 - September 2015
Tedeschi Food Shops, Inc. August 2012 - August 2014
Boston Market @ Stop & Shop September 2006 - March 2008
Putnam Investments February 2004 - August 2005
Dean College 2001 - 2005
Skills
Security, Troubleshooting, Access, Public Speaking, Time Management, Windows, Testing, Networking, Team Leadership, Analysis, Sales, Quality Assurance, PowerPoint, Customer Service, Data Entry, Microsoft Word, Microsoft Office, Leadership, Outlook, Teamwork, Research
Education
Tri County Regional Vocational Technical High School 2014 — 2015
LPN, Registered Nursing/Registered Nurse, Continuing education
Suffolk University - Sawyer Business School 2006 — 2010
Bachelor of Science, Business Administration
Dean College 2003 — 2006
Associate of Science, Business Technology
Lifestream HCA September 2015 - Present
Independent IT Consulting July 2000 - Present
Shaw's Supermarkets March 2010 - September 2015
Tedeschi Food Shops, Inc. August 2012 - August 2014
Boston Market @ Stop & Shop September 2006 - March 2008
Putnam Investments February 2004 - August 2005
Dean College 2001 - 2005
Skills
Security, Troubleshooting, Access, Public Speaking, Time Management, Windows, Testing, Networking, Team Leadership, Analysis, Sales, Quality Assurance, PowerPoint, Customer Service, Data Entry, Microsoft Word, Microsoft Office, Leadership, Outlook, Teamwork, Research
Education
Tri County Regional Vocational Technical High School 2014 — 2015
LPN, Registered Nursing/Registered Nurse, Continuing education
Suffolk University - Sawyer Business School 2006 — 2010
Bachelor of Science, Business Administration
Dean College 2003 — 2006
Associate of Science, Business Technology
David Bate, CFA's Putnam Investments Experience January 2003 - December 2007
Job Business Analyst at Evergreen Investments
Industry Investment Management
Experience
Evergreen Investments December 2007 - Present
Putnam Investments January 2003 - December 2007
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2003
MS, Finance
University of Massachusetts Boston 1994 — 1998
BS, Finance
Evergreen Investments December 2007 - Present
Putnam Investments January 2003 - December 2007
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2003
MS, Finance
University of Massachusetts Boston 1994 — 1998
BS, Finance
Jeffrey T. van Bemmel's Putnam Investments Experience 2000 - 2002
Job Computer Software Professional
Industry Computer Software
Experience
Grand Circle Travel December 2011 - August 2012
State Street Corporation July 2002 - February 2009
Putnam Investments 2000 - 2002
SYNQOR, Inc December 1998 - September 2000
Teradyne, Inc. 1996 - 1999
Skills
Lotus Notes, Business Analysis, Software Development, Requirements Analysis, SQL, Agile Methodologies, Software Project..., Data Warehousing, Requirements Gathering, Vendor Management
Education
Daniel Webster College 1993 — 1996
Bachelors, Aviation Management and Flight Operations
Daniel Webster College 1993 — 1996
Bachelor's degree, Business Management
Grand Circle Travel December 2011 - August 2012
State Street Corporation July 2002 - February 2009
Putnam Investments 2000 - 2002
SYNQOR, Inc December 1998 - September 2000
Teradyne, Inc. 1996 - 1999
Skills
Lotus Notes, Business Analysis, Software Development, Requirements Analysis, SQL, Agile Methodologies, Software Project..., Data Warehousing, Requirements Gathering, Vendor Management
Education
Daniel Webster College 1993 — 1996
Bachelors, Aviation Management and Flight Operations
Daniel Webster College 1993 — 1996
Bachelor's degree, Business Management
Ali Clarke's Putnam Investments Experience June 2010 - Present
Job Sr. Client Support Administrator at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2010 - Present
Putnam Investments October 2006 - June 2010
Putnam Investments 2000 - 2009
Skills
Mutual Funds, Call Centers, Lotus Notes, Business Analysis, Process Improvement, Bloomberg, Access, Equities, Project Management, Vendor Management, Customer Service, Visio, Microsoft Office, Troubleshooting
Education
Dean College 2013 — 2017
Business Administration and Management, General
University of Hartford 1993 — 1994
Putnam Investments June 2010 - Present
Putnam Investments October 2006 - June 2010
Putnam Investments 2000 - 2009
Skills
Mutual Funds, Call Centers, Lotus Notes, Business Analysis, Process Improvement, Bloomberg, Access, Equities, Project Management, Vendor Management, Customer Service, Visio, Microsoft Office, Troubleshooting
Education
Dean College 2013 — 2017
Business Administration and Management, General
University of Hartford 1993 — 1994
John Cashman's Putnam Investments Experience February 2009 - Present
Job Senior Compliance Specialist at Putnam Investments
Industry Financial Services
Experience
Putnam Investments February 2009 - Present
Putnam Investments June 2007 - January 2009
Putnam Investments September 2004 - May 2007
putnam November 1999 - August 2004
Skills
Mutual Funds, Financial Services, Series 7, Investments, Series 63, Business Analysis, Retirement, Finance
Education
Dean College 2010 — 2014
Associate's Degree, Business Studies
Putnam Investments February 2009 - Present
Putnam Investments June 2007 - January 2009
Putnam Investments September 2004 - May 2007
putnam November 1999 - August 2004
Skills
Mutual Funds, Financial Services, Series 7, Investments, Series 63, Business Analysis, Retirement, Finance
Education
Dean College 2010 — 2014
Associate's Degree, Business Studies
Keith Quinton's Putnam Investments Experience 1995 - 1997
Job Retired
Industry Financial Services
Experience
Fidelity Investments May 2001 - December 2014
MFS 2000 - 2001
Santander Global Advisors 1997 - 2000
Putnam Investments 1995 - 1997
The Falconwood Corporation May 1989 - July 1995
Eberstadt Fleming August 1988 - May 1989
Drexel Burnham Lambert August 1983 - August 1988
Elizabeth Arden August 1982 - August 1983
Skills
Equities, Portfolio Management, Equity Research, Investment Strategies, Bloomberg, Asset Managment, Investments, Mutual Funds, Investment Management, Securities
Education
The Tuck School of Business at Dartmouth 1980 — 1982
MBA, business
Dartmouth College 1976 — 1980
BA, Russian
Fidelity Investments May 2001 - December 2014
MFS 2000 - 2001
Santander Global Advisors 1997 - 2000
Putnam Investments 1995 - 1997
The Falconwood Corporation May 1989 - July 1995
Eberstadt Fleming August 1988 - May 1989
Drexel Burnham Lambert August 1983 - August 1988
Elizabeth Arden August 1982 - August 1983
Skills
Equities, Portfolio Management, Equity Research, Investment Strategies, Bloomberg, Asset Managment, Investments, Mutual Funds, Investment Management, Securities
Education
The Tuck School of Business at Dartmouth 1980 — 1982
MBA, business
Dartmouth College 1976 — 1980
BA, Russian
Janet (Pouliot) Reynolds's Putnam Investments Experience September 2001 - December 2002
Job QC Assistant at Mortgage Master
Industry Financial Services
Experience
Mortgage Master October 2011 - Present
Commonwealth of Massachusetts May 1998 - October 2011
D.E Rodrigues & Company Inc February 2009 - April 2009
Putnam Investments September 2001 - December 2002
Putnum Investments September 2001 - June 2002
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Data Entry, QuickBooks, Document Management, Peachtree, Balance, Access, Microsoft Office
Education
Bridgewater State College 2004 — 2008
Bachelors of Science, Accounting and Finance
Dean College 2001 — 2003
Associates, Business
Mortgage Master October 2011 - Present
Commonwealth of Massachusetts May 1998 - October 2011
D.E Rodrigues & Company Inc February 2009 - April 2009
Putnam Investments September 2001 - December 2002
Putnum Investments September 2001 - June 2002
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Data Entry, QuickBooks, Document Management, Peachtree, Balance, Access, Microsoft Office
Education
Bridgewater State College 2004 — 2008
Bachelors of Science, Accounting and Finance
Dean College 2001 — 2003
Associates, Business
Pavel Sotskov, CFA's Putnam Investments Experience January 2013 - Present
Job Business Systems Consultant at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2013 - Present
Putnam Investments July 2011 - January 2013
Maine Winter Sports Center July 2009 - May 2010
Skills
SQL, Data Analysis, Quantitative Analytics, Java, Analytics, Unix, Agile Methodologies, Financial Modeling, Microsoft Office, PowerPoint, Microsoft Excel, Business Analysis, Valuation, Analysis, Research, XML, Process Improvement
Education
Dartmouth College 2010 — 2011
Bachelor of Engineering, Computer Engineering
Dartmouth College 2005 — 2009
Bachelor of Arts, Biophysical Chemistry
Putnam Investments January 2013 - Present
Putnam Investments July 2011 - January 2013
Maine Winter Sports Center July 2009 - May 2010
Skills
SQL, Data Analysis, Quantitative Analytics, Java, Analytics, Unix, Agile Methodologies, Financial Modeling, Microsoft Office, PowerPoint, Microsoft Excel, Business Analysis, Valuation, Analysis, Research, XML, Process Improvement
Education
Dartmouth College 2010 — 2011
Bachelor of Engineering, Computer Engineering
Dartmouth College 2005 — 2009
Bachelor of Arts, Biophysical Chemistry
Allan Chen's Putnam Investments Experience July 2010 - June 2012
Job Analyst at Plymouth Lane Capital
Industry Investment Management
Experience
Plymouth Lane Capital Management, LLC March 2015 - Present
Citadel LLC June 2013 - February 2015
The Wharton School August 2012 - May 2014
Putnam Investments July 2010 - June 2012
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Dartmouth College 2006 — 2010
BA, Economics
Plymouth Lane Capital Management, LLC March 2015 - Present
Citadel LLC June 2013 - February 2015
The Wharton School August 2012 - May 2014
Putnam Investments July 2010 - June 2012
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Dartmouth College 2006 — 2010
BA, Economics
Christian Vonn's Putnam Investments Experience September 2010 - December 2011
Job Consultant at Adage Capital Management
Industry Investment Management
Experience
Children's Hospital Boston January 2012 - Present
Adage Capital Management December 2011 - Present
Putnam Investments September 2010 - December 2011
Lindseyvonnshop.com November 2009 - January 2011
Vonn Talent Management Group August 2005 - January 2011
Professional Golfer January 2003 - January 2008
Sycamore Associates June 2002 - March 2005
Skills
Investments, Valuation, Customer Service, Microsoft Office, Financial Analysis, Microsoft Excel, Financial Modeling, Equities, Bloomberg, PowerPoint, Due Diligence, Alternative Investments
Education
D'Amore-McKim School of Business at Northeastern University 2012 — 2014
MS in Finance and MBA, Corporate Finance and Investments
Rollins College
Bachelor of Arts, Economics
Children's Hospital Boston January 2012 - Present
Adage Capital Management December 2011 - Present
Putnam Investments September 2010 - December 2011
Lindseyvonnshop.com November 2009 - January 2011
Vonn Talent Management Group August 2005 - January 2011
Professional Golfer January 2003 - January 2008
Sycamore Associates June 2002 - March 2005
Skills
Investments, Valuation, Customer Service, Microsoft Office, Financial Analysis, Microsoft Excel, Financial Modeling, Equities, Bloomberg, PowerPoint, Due Diligence, Alternative Investments
Education
D'Amore-McKim School of Business at Northeastern University 2012 — 2014
MS in Finance and MBA, Corporate Finance and Investments
Rollins College
Bachelor of Arts, Economics
Alan Rezendes's Putnam Investments Experience November 2011 - March 2012
Job Sr Sales Analyst at Medtronic
Industry Medical Devices
Experience
Medtronic March 2012 - Present
Putnam Investments November 2011 - March 2012
Putnam Investments June 2008 - November 2011
Putnam Investments January 2007 - June 2008
Skills
Business Analysis, Business Analytics, Customer Engagement, Cognos, Staff Development, Staff Management, Sales Operations, Communication Skills, Continuous Improvement, Customer Service..., Microsoft Excel, Call Centers, Investments, Access, Sales, Human Resources, Process Improvement, Financial Services
Education
Daniel Webster College 2011 — 2012
Master of Business Administration (MBA), Management
Bridgewater State University 2002 — 2006
B.S., Business Management
Medtronic March 2012 - Present
Putnam Investments November 2011 - March 2012
Putnam Investments June 2008 - November 2011
Putnam Investments January 2007 - June 2008
Skills
Business Analysis, Business Analytics, Customer Engagement, Cognos, Staff Development, Staff Management, Sales Operations, Communication Skills, Continuous Improvement, Customer Service..., Microsoft Excel, Call Centers, Investments, Access, Sales, Human Resources, Process Improvement, Financial Services
Education
Daniel Webster College 2011 — 2012
Master of Business Administration (MBA), Management
Bridgewater State University 2002 — 2006
B.S., Business Management
Colin McGlynn's Putnam Investments Experience July 2003 - May 2004
Job
Industry Information Technology and Services
Experience
Gartner March 2014 - Present
The Boston Consulting Group July 2013 - February 2014
The Boston Consulting Group July 2011 - June 2013
Yale School of Management August 2009 - July 2011
Endeavor May 2010 - August 2010
The Patriot Group, LLC October 2005 - July 2009
Putnam Investments July 2003 - May 2004
Skills
Strategy, Market Research, Financial Modeling, Integration, Management Consulting, Valuation, Private Equity, Business Strategy, Competitive Analysis, Due Diligence, Emerging Markets, Venture Capital, Strategic Consulting, Corporate Development, Data Analysis, Economics, Investments
Education
Yale University - Yale School of Management 2009 — 2011
MBA
Dartmouth College 1999 — 2003
B.A., Economics / Classical Archaeology
Gartner March 2014 - Present
The Boston Consulting Group July 2013 - February 2014
The Boston Consulting Group July 2011 - June 2013
Yale School of Management August 2009 - July 2011
Endeavor May 2010 - August 2010
The Patriot Group, LLC October 2005 - July 2009
Putnam Investments July 2003 - May 2004
Skills
Strategy, Market Research, Financial Modeling, Integration, Management Consulting, Valuation, Private Equity, Business Strategy, Competitive Analysis, Due Diligence, Emerging Markets, Venture Capital, Strategic Consulting, Corporate Development, Data Analysis, Economics, Investments
Education
Yale University - Yale School of Management 2009 — 2011
MBA
Dartmouth College 1999 — 2003
B.A., Economics / Classical Archaeology
Waqar Tajuddin's Putnam Investments Experience April 2002 - Present
Job SVP, Risk Systems at Putnam Investments
Industry Financial Services
Experience
Putnam Investments April 2002 - Present
State Street May 1993 - April 2002
Skills
Fixed Income
Education
Boston University 1987 — 1991
MBA, Finance
Dartmouth College 1985 — 1987
MSEE, Information Systems
University of Houston 1983 — 1985
BSEE, Electrical Eng.
Global Association of Risk Professionals
FRM, Financial Risk Manager
CFA Institute
CFA, Chartered Financial Analyst
Putnam Investments April 2002 - Present
State Street May 1993 - April 2002
Skills
Fixed Income
Education
Boston University 1987 — 1991
MBA, Finance
Dartmouth College 1985 — 1987
MSEE, Information Systems
University of Houston 1983 — 1985
BSEE, Electrical Eng.
Global Association of Risk Professionals
FRM, Financial Risk Manager
CFA Institute
CFA, Chartered Financial Analyst
Eric Palmer's Putnam Investments Experience September 1994 - December 2009
Job Sr. Manager, North American Shared Services
Industry Medical Devices
Experience
Covidien February 2010 - Present
Putnam Investments September 1994 - December 2009
Skills
Process Improvement, Financial Services, Relationship Management, Mutual Funds, Portfolio Management, Customer Service, Sales Management, Investments, Call Centers, Risk Management, Cross-functional Team..., Six Sigma
Education
Dean College
Covidien February 2010 - Present
Putnam Investments September 1994 - December 2009
Skills
Process Improvement, Financial Services, Relationship Management, Mutual Funds, Portfolio Management, Customer Service, Sales Management, Investments, Call Centers, Risk Management, Cross-functional Team..., Six Sigma
Education
Dean College
Kate (Henry) Manacek's Putnam Investments Experience June 2013 - Present
Job Money Market Trader, Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2013 - Present
Putnam Investments June 2007 - Present
Putnam Investments December 2006 - June 2007
Putnam Investments January 2006 - December 2006
Putnam Investments September 2003 - December 2004
Skills
Fixed Income, Bloomberg, Mutual Funds, Derivatives, Securities, Trading, Asset Managment, Asset Allocation, Investments, Financial Analysis, Trading Systems, Financial Services, Financial Risk, Bonds, Settlement, Financial Markets
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
Master of Finance, MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2003
Bachelor of Science, Business Administration with a Concentration in Marketing
Putnam Investments June 2013 - Present
Putnam Investments June 2007 - Present
Putnam Investments December 2006 - June 2007
Putnam Investments January 2006 - December 2006
Putnam Investments September 2003 - December 2004
Skills
Fixed Income, Bloomberg, Mutual Funds, Derivatives, Securities, Trading, Asset Managment, Asset Allocation, Investments, Financial Analysis, Trading Systems, Financial Services, Financial Risk, Bonds, Settlement, Financial Markets
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
Master of Finance, MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2003
Bachelor of Science, Business Administration with a Concentration in Marketing
Stephanie Hu's Putnam Investments Experience July 2011 - Present
Job Investment Associate at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2011 - Present
Dartmouth College September 2010 - July 2011
MKM Partners June 2010 - September 2010
OTR Global March 2010 - June 2010
Kaplan Test Prep and Admissions March 2010 - June 2010
Kaplan Test Prep and Admissions January 2007 - March 2010
Skills
Stata
Education
Dartmouth College 2007 — 2011
Sociology modified with Economics; English
Trinity College Dublin 2009 — 2009
English Literature
Hunter College High School
New York University School of Continuing and Professional Studies
Analysis, Financial Risk Management; Behavioral Economics and Finance Theory
Putnam Investments July 2011 - Present
Dartmouth College September 2010 - July 2011
MKM Partners June 2010 - September 2010
OTR Global March 2010 - June 2010
Kaplan Test Prep and Admissions March 2010 - June 2010
Kaplan Test Prep and Admissions January 2007 - March 2010
Skills
Stata
Education
Dartmouth College 2007 — 2011
Sociology modified with Economics; English
Trinity College Dublin 2009 — 2009
English Literature
Hunter College High School
New York University School of Continuing and Professional Studies
Analysis, Financial Risk Management; Behavioral Economics and Finance Theory
Janet Clay, CFA's Putnam Investments Experience June 1993 - June 1995
Job Managing Director at Liberty Mutual Investments
Industry Investment Management
Experience
Liberty Mutual Insurance October 2004 - Present
State Street Research October 2001 - October 2004
John Hancock Investments 1995 - 2001
Putnam Investments June 1993 - June 1995
Skills
Leveraged Finance, Investment Management, High Yield Bonds, Fixed Income, Financial Modeling, Asset Management, Bloomberg
Education
Massachusetts Institute of Technology - Sloan School of Management 1991 — 1993
Master's Degree, Finance, General
Dartmouth College 1982 — 1986
Bachelor's Degree, Computer Science
Liberty Mutual Insurance October 2004 - Present
State Street Research October 2001 - October 2004
John Hancock Investments 1995 - 2001
Putnam Investments June 1993 - June 1995
Skills
Leveraged Finance, Investment Management, High Yield Bonds, Fixed Income, Financial Modeling, Asset Management, Bloomberg
Education
Massachusetts Institute of Technology - Sloan School of Management 1991 — 1993
Master's Degree, Finance, General
Dartmouth College 1982 — 1986
Bachelor's Degree, Computer Science
Zachary Harrison's Putnam Investments Experience July 2013 - Present
Job NA RMBS Portfolio Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2013 - Present
Putnam Investments March 2009 - July 2013
Putnam Investments April 2007 - March 2009
Putnam Investments July 2004 - April 2007
Education
Dartmouth College 2000 — 2004
BA, Computer Science
Putnam Investments July 2013 - Present
Putnam Investments March 2009 - July 2013
Putnam Investments April 2007 - March 2009
Putnam Investments July 2004 - April 2007
Education
Dartmouth College 2000 — 2004
BA, Computer Science
Kristy Organ's Putnam Investments Experience September 1999 - January 2012
Job Compliance Specialist at Putnam Investments
Industry Financial Services
Experience
Putnam Investments September 1999 - January 2012
Skills
Mutual Funds, Financial Services, Series 24, Series 7, Series 63, Series 6, Risk Management, Retirement, Retirement Planning, IRAs, Back Office, Relationship Management, Sales Operations
Education
Dean College 2000 — 2004
Associate's degree
Putnam Investments September 1999 - January 2012
Skills
Mutual Funds, Financial Services, Series 24, Series 7, Series 63, Series 6, Risk Management, Retirement, Retirement Planning, IRAs, Back Office, Relationship Management, Sales Operations
Education
Dean College 2000 — 2004
Associate's degree
Amy Grabowski's Putnam Investments Experience November 1999 - September 2001
Job Client Operations & Executive Assistant at Capital Fiduciary Advisors LLC
Industry Financial Services
Experience
Capital Fiduciary Advisors LLC March 2010 - Present
YMCA of Metropolitan Washington May 2002 - March 2010
First Federal Savings Bank October 2001 - April 2002
Putnam Investments November 1999 - September 2001
Education
Dean College 1998 — 2000
Capital Fiduciary Advisors LLC March 2010 - Present
YMCA of Metropolitan Washington May 2002 - March 2010
First Federal Savings Bank October 2001 - April 2002
Putnam Investments November 1999 - September 2001
Education
Dean College 1998 — 2000
Doug Fenton's Putnam Investments Experience 2002 - 2004
Job Managing Director at Miura Global
Industry Financial Services
Experience
Miura Global July 2006 - Present
Rhombus Capital April 2005 - July 2006
Majestic Research January 2004 - March 2005
Putnam Investments 2002 - 2004
Skills
Financial Modeling, Valuation, Bloomberg, Portfolio Management, Equity Research, Financial Analysis
Education
Dartmouth College 1998 — 2002
Bachelor of Arts (BA), Economics, Mathematics
The Hotchkiss School 1994 — 1998
Miura Global July 2006 - Present
Rhombus Capital April 2005 - July 2006
Majestic Research January 2004 - March 2005
Putnam Investments 2002 - 2004
Skills
Financial Modeling, Valuation, Bloomberg, Portfolio Management, Equity Research, Financial Analysis
Education
Dartmouth College 1998 — 2002
Bachelor of Arts (BA), Economics, Mathematics
The Hotchkiss School 1994 — 1998
Linda Dubeau's Putnam Investments Experience 2000 - 2005
Job Office Manager, Corporate Secretary, Payroll Coordinator at Energy Electric Co., Inc
Industry Construction
Experience
Energy Electric Co., Inc May 2009 - Present
Energy Electric Co., Inc May 2009 - Present
Putnam Investments 2000 - 2005
Education
Bellingham High School
Dean College
Energy Electric Co., Inc May 2009 - Present
Energy Electric Co., Inc May 2009 - Present
Putnam Investments 2000 - 2005
Education
Bellingham High School
Dean College
Peter Curran's Putnam Investments Experience January 1996 - Present
Job Head of Human Resources at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 1996 - Present
Education
Dartmouth College
Bachelor of Arts
Putnam Investments January 1996 - Present
Education
Dartmouth College
Bachelor of Arts
Joseph Bacon's Putnam Investments Experience February 1995 - Present
Job Manager, Legal Products at Putnam Investments
Industry Financial Services
Experience
Putnam Investments February 1995 - Present
Putnam Investments February 2009 - August 2011
Skills
FINRA Series 6, FINRA Series 63
Education
Dean College 2005 — 2007
Associate of Science (A.S.), Business Administration, Management and Operations
Putnam Investments February 1995 - Present
Putnam Investments February 2009 - August 2011
Skills
FINRA Series 6, FINRA Series 63
Education
Dean College 2005 — 2007
Associate of Science (A.S.), Business Administration, Management and Operations
Melony Dion's Putnam Investments Experience 2006 - Present
Job Intraday Specialist at Putnam Investments
Industry Financial Services
Experience
Putnam Investments 2006 - Present
Putnam Investments 2000 - 2005
Putnam Investments 1998 - 2000
Putnam Investments 1998 - 1998
Putnam Investments 1996 - 1998
Rosecraft 1993 - 1995
Skills
Financial Services, Call Centers, Process Improvement
Education
Suffolk University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Business
Dean College 2000 — 2004
Business Administration Associate Degree, Business
Katharine Gibbs School 1996 — 1996
Executive Medical Assisantan Secretary Certificate, Medical Administrative/Executive Assistant and Medical Secretary
Putnam Investments 2006 - Present
Putnam Investments 2000 - 2005
Putnam Investments 1998 - 2000
Putnam Investments 1998 - 1998
Putnam Investments 1996 - 1998
Rosecraft 1993 - 1995
Skills
Financial Services, Call Centers, Process Improvement
Education
Suffolk University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Business
Dean College 2000 — 2004
Business Administration Associate Degree, Business
Katharine Gibbs School 1996 — 1996
Executive Medical Assisantan Secretary Certificate, Medical Administrative/Executive Assistant and Medical Secretary
Jeanie Pytel's Putnam Investments Experience December 2002 - January 2005
Job AP/AR Clerk at Lampin Corporation
Industry Accounting
Experience
Lampin Corporation February 2014 - Present
Heat-Flo, Inc. June 2012 - January 2014
Dunkin' Donuts National DCP, LLC July 2008 - May 2012
Town of Uxbridge January 2005 - May 2007
Putnam Investments December 2002 - January 2005
Whatman - Part of GE Healthcare February 2000 - November 2002
Skills
Accruals, Accounts Receivable, Accounts Payable, Customer Service, Microsoft Excel, QuickBooks, ADP Payroll, Time Management
Education
Dean College
Associate of Science (A.S.)
Lampin Corporation February 2014 - Present
Heat-Flo, Inc. June 2012 - January 2014
Dunkin' Donuts National DCP, LLC July 2008 - May 2012
Town of Uxbridge January 2005 - May 2007
Putnam Investments December 2002 - January 2005
Whatman - Part of GE Healthcare February 2000 - November 2002
Skills
Accruals, Accounts Receivable, Accounts Payable, Customer Service, Microsoft Excel, QuickBooks, ADP Payroll, Time Management
Education
Dean College
Associate of Science (A.S.)
Mark Buatti's Putnam Investments Experience 1997 - 2005
Job Account Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines January 2014 - Present
Mercer 2005 - 2013
Putnam Investments 1997 - 2005
Skills
Operations Management, Financial Services, Professional Mentoring, Sales Presentation..., 401(k), Defined Contribution, Retirement, 401k, ERISA, Employee Engagement, Employee Benefits, Pensions, Pension Administration, Retirement Plan..., Client Services, Benefits Administration, Mutual Funds, Qualified Retirement..., Management
Education
Dartmouth College
Financial Engines January 2014 - Present
Mercer 2005 - 2013
Putnam Investments 1997 - 2005
Skills
Operations Management, Financial Services, Professional Mentoring, Sales Presentation..., 401(k), Defined Contribution, Retirement, 401k, ERISA, Employee Engagement, Employee Benefits, Pensions, Pension Administration, Retirement Plan..., Client Services, Benefits Administration, Mutual Funds, Qualified Retirement..., Management
Education
Dartmouth College
Frank McNamara's Putnam Investments Experience 2004 - 2011
Job Lawyer
Industry Investment Management
Experience
Private Practice May 2011 - Present
Putnam Investments 2004 - 2011
State Street Research 1995 - 2004
The Boston Company 1987 - 1995
Ropes & Gray LLP 1981 - 1987
Office of US Senator Lowell Weicker 1977 - 1978
Education
University of Michigan Law School 1978 — 1981
Doctor of Law (J.D.)
Dartmouth College 1973 — 1977
Bachelor of Arts (B.A.), Economics
Fairfield Prep 1969 — 1973
Private Practice May 2011 - Present
Putnam Investments 2004 - 2011
State Street Research 1995 - 2004
The Boston Company 1987 - 1995
Ropes & Gray LLP 1981 - 1987
Office of US Senator Lowell Weicker 1977 - 1978
Education
University of Michigan Law School 1978 — 1981
Doctor of Law (J.D.)
Dartmouth College 1973 — 1977
Bachelor of Arts (B.A.), Economics
Fairfield Prep 1969 — 1973