Putnam Investments
Description
Putnam Investments is a privately owned investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Parent organization: Great-West Lifeco Customer service: 00 1 617-292-1000 Number of employees: 1,700+ CEO: Robert L. Reynolds (1 Jul 2008–) Headquarters: Boston, Massachusetts, United States Subsidiaries: PanAgora Asset Management, Inc.,
Putnam Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Putnam Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Ellen Lemire Ellen Lemire's Putnam Investments Experience July 1996 - Present
Job Sr. Human Resources Manager at Putnam Investments
Industry Human Resources
Experience
Putnam Investments July 1996 - Present
Strategic Outsourcing September 1995 - June 1996
Sanford C. Bernstein, NYC August 1992 - August 1995
Skills
Recruiting, Organizational..., College Recruiting, Coaching, Human Resources, Organizational Design, Financial Services, Change Management, Employee Relations, Talent Management, Talent Acquisition, Succession Planning, Performance Management, Mentoring, Compensation & Benefit, Staff Development, Staff Management, Organizational..., Leadership, Personnel Management
Education
University of New Hampshire 1987 — 1991
BA, Family & Consumer Studies
Emmanuel College
Pursuing Masters in Human Resources
Putnam Investments July 1996 - Present
Strategic Outsourcing September 1995 - June 1996
Sanford C. Bernstein, NYC August 1992 - August 1995
Skills
Recruiting, Organizational..., College Recruiting, Coaching, Human Resources, Organizational Design, Financial Services, Change Management, Employee Relations, Talent Management, Talent Acquisition, Succession Planning, Performance Management, Mentoring, Compensation & Benefit, Staff Development, Staff Management, Organizational..., Leadership, Personnel Management
Education
University of New Hampshire 1987 — 1991
BA, Family & Consumer Studies
Emmanuel College
Pursuing Masters in Human Resources
Dan Shannon Dan Shannon's Putnam Investments Experience January 2012 - Present
Job Regional Marketing Director Wholesaler Greater Philly
Industry Financial Services
Experience
Putnam Investments January 2012 - Present
Putnam Investments May 2007 - January 2012
Putnam Investments May 2007 - October 2007
Skills
Series 6, Series 65, Series 63, iPad Training, Separately Managed..., 529 Plans, FINRA, Series 7, Mutual Funds, 401k
Education
Fairfield University 2003 — 2007
Bachelors of Science, Marketing
Putnam Investments January 2012 - Present
Putnam Investments May 2007 - January 2012
Putnam Investments May 2007 - October 2007
Skills
Series 6, Series 65, Series 63, iPad Training, Separately Managed..., 529 Plans, FINRA, Series 7, Mutual Funds, 401k
Education
Fairfield University 2003 — 2007
Bachelors of Science, Marketing
Sandy Knott, CAP-OM Sandy Knott, CAP-OM's Putnam Investments Experience 1995 - 2008
Job Senior Assistant to President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments January 2014 - Present
Bridgeport Associates February 2008 - December 2013
Putnam Investments 1995 - 2008
Wild Acre Inns January 1993 - March 1994
Skills
Calendaring, Travel Arrangements, Executive Support, Administrative..., Calendars, Confidentiality, Executive Level..., Notary Public, Heavy Calendaring, Office Management, Concur, Expenses, Expense Reports, Outlook, Office Administration, Spreadsheets, Time Management, Access, Lotus Notes, Expense Management, Telephone Skills, Fax, Travel Planning, Office Equipment, Executive..., Executive Calendar..., File Management, C-Level Executive..., Meeting Scheduling, Meeting Planning, Organizing Meetings, High Level Of..., Internet Explorer, Microsoft Office 2007, Records Management, Executive Administrative, Administrative...
Education
Eastern Nazarene College 1996 — 1998
BSBA, Business Administration and Management, General
Westboro High School
High School Diploma, College prep
Fidelity Investments January 2014 - Present
Fidelity Investments January 2014 - Present
Bridgeport Associates February 2008 - December 2013
Putnam Investments 1995 - 2008
Wild Acre Inns January 1993 - March 1994
Skills
Calendaring, Travel Arrangements, Executive Support, Administrative..., Calendars, Confidentiality, Executive Level..., Notary Public, Heavy Calendaring, Office Management, Concur, Expenses, Expense Reports, Outlook, Office Administration, Spreadsheets, Time Management, Access, Lotus Notes, Expense Management, Telephone Skills, Fax, Travel Planning, Office Equipment, Executive..., Executive Calendar..., File Management, C-Level Executive..., Meeting Scheduling, Meeting Planning, Organizing Meetings, High Level Of..., Internet Explorer, Microsoft Office 2007, Records Management, Executive Administrative, Administrative...
Education
Eastern Nazarene College 1996 — 1998
BSBA, Business Administration and Management, General
Westboro High School
High School Diploma, College prep
Sydney B. Frey Sydney B. Frey's Putnam Investments Experience October 1993 - August 1997
Job Assistant Chocolatier/Patissier at Christophe Artisan ChocolatierPatissier
Industry Food & Beverages
Experience
Christophe Artisan Chocolatier-Patissier January 2015 - Present
Patisserie Vero Beach September 2012 - December 2014
Ellerbe Fine Foods August 2010 - December 2011
Colville Street Patisserie February 2009 - May 2010
26brix October 2006 - January 2009
Buddakan June 2000 - September 2006
The French Culinary Institute 1997 - 1998
Putnam Investments October 1993 - August 1997
Skills
Culinary Skills, Food, Cooking, Cuisine, Recipes, Restaurants, Pastry
Education
Le Grand Ecole du Chocolat 2003 — 2003
The French Culinary Institute 1997 — 1998
Pastry Arts
Emerson College 1993 — 1995
Master of Fine Arts, Writing, Publishing and Literature, Theater and Playwriting
Skidmore College 1989 — 1993
Bachelor of Arts, English, Theater
Springside/Chestnut Hill
Christophe Artisan Chocolatier-Patissier January 2015 - Present
Patisserie Vero Beach September 2012 - December 2014
Ellerbe Fine Foods August 2010 - December 2011
Colville Street Patisserie February 2009 - May 2010
26brix October 2006 - January 2009
Buddakan June 2000 - September 2006
The French Culinary Institute 1997 - 1998
Putnam Investments October 1993 - August 1997
Skills
Culinary Skills, Food, Cooking, Cuisine, Recipes, Restaurants, Pastry
Education
Le Grand Ecole du Chocolat 2003 — 2003
The French Culinary Institute 1997 — 1998
Pastry Arts
Emerson College 1993 — 1995
Master of Fine Arts, Writing, Publishing and Literature, Theater and Playwriting
Skidmore College 1989 — 1993
Bachelor of Arts, English, Theater
Springside/Chestnut Hill
Cameron Eck's Putnam Investments Experience July 2014 - June 2015
Job Internal Sales Director at EMPOWER Retirement
Industry Investment Management
Experience
EMPOWER Retirement June 2015 - Present
EMPOWER Retirement November 2014 - June 2015
Putnam Investments July 2014 - June 2015
The Boston Company Asset Management June 2013 - August 2013
The Omerta Group March 2013 - April 2013
Skills
401k, Microsoft Excel, Customer Service, Visio, Teamwork, Bloomberg Terminal, Microsoft Office, Financial Analysis, Sales
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Science (BS), Major: Finance; Minor: Accounting
Thayer Academy
EMPOWER Retirement June 2015 - Present
EMPOWER Retirement November 2014 - June 2015
Putnam Investments July 2014 - June 2015
The Boston Company Asset Management June 2013 - August 2013
The Omerta Group March 2013 - April 2013
Skills
401k, Microsoft Excel, Customer Service, Visio, Teamwork, Bloomberg Terminal, Microsoft Office, Financial Analysis, Sales
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Science (BS), Major: Finance; Minor: Accounting
Thayer Academy
Jeffrey Lindsey Jeffrey Lindsey's Putnam Investments Experience April 1994 - August 2002
Job Private Investor
Industry Investment Management
Experience
Osterville Market Partners Inc dba Fancy's Market March 2015 - Present
The Complete Home Group 2014 - 2015
BlackRock September 2002 - February 2013
Putnam Investments April 1994 - August 2002
Strategic Portfolio Management January 1988 - March 1994
Education
University of Virginia 1980 — 1984
Bachelor of Science (BS), Finance, General
Emory University - Goizueta Business School 1987 — 1989
Master of Business Administration (MBA), Finance, General
Osterville Market Partners Inc dba Fancy's Market March 2015 - Present
The Complete Home Group 2014 - 2015
BlackRock September 2002 - February 2013
Putnam Investments April 1994 - August 2002
Strategic Portfolio Management January 1988 - March 1994
Education
University of Virginia 1980 — 1984
Bachelor of Science (BS), Finance, General
Emory University - Goizueta Business School 1987 — 1989
Master of Business Administration (MBA), Finance, General
Andrew Diozzi's Putnam Investments Experience October 2012 - June 2013
Job Internal Wholesaler at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 2014 - Present
MFS Investment Management July 2013 - December 2013
Putnam Investments October 2012 - June 2013
Skills
Finance, Series 6, Microsoft Excel, Series 63, Business Analysis, Microsoft Word, Microsoft Office, Series 7
Education
Stonehill College 2008 — 2012
Bachelor of Science in Business Administration, Major: Finance
Deerfield Academy 2007 — 2008
High School Diploma
MFS Investment Management January 2014 - Present
MFS Investment Management July 2013 - December 2013
Putnam Investments October 2012 - June 2013
Skills
Finance, Series 6, Microsoft Excel, Series 63, Business Analysis, Microsoft Word, Microsoft Office, Series 7
Education
Stonehill College 2008 — 2012
Bachelor of Science in Business Administration, Major: Finance
Deerfield Academy 2007 — 2008
High School Diploma
Gary Hoenig Gary Hoenig's Putnam Investments Experience January 2008 - Present
Job Regional Marketing Director
Industry Financial Services
Experience
Putnam Investments January 2008 - Present
Smith Barney October 2006 - January 2008
Wells Fargo Home Mortgage 2006 - 2007
Delta Airlines January 2000 - February 2002
Grove Associates June 1994 - December 1994
US Army 1989 - 1991
Skills
Investments, Mutual Funds, Cold Calling, Series 7, Salesforce.com, Sales Management
Education
Northeastern University 1992 — 1996
Bachelors, Business Administration
Dutchess Community College 1991 — 1993
Business
Putnam Investments January 2008 - Present
Smith Barney October 2006 - January 2008
Wells Fargo Home Mortgage 2006 - 2007
Delta Airlines January 2000 - February 2002
Grove Associates June 1994 - December 1994
US Army 1989 - 1991
Skills
Investments, Mutual Funds, Cold Calling, Series 7, Salesforce.com, Sales Management
Education
Northeastern University 1992 — 1996
Bachelors, Business Administration
Dutchess Community College 1991 — 1993
Business
David Glancy's Putnam Investments Experience January 2009 - Present
Job Portfolio Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2009 - Present
Andover Capital Advisors 2003 - 2008
Fidelity Investments 1990 - 2003
Education
Emory University - Goizueta Business School
Master of Business Administration (MBA)
Tulane University
Bachelor of Arts (B.A.)
Putnam Investments January 2009 - Present
Andover Capital Advisors 2003 - 2008
Fidelity Investments 1990 - 2003
Education
Emory University - Goizueta Business School
Master of Business Administration (MBA)
Tulane University
Bachelor of Arts (B.A.)
James C. McGathey James C. McGathey's Putnam Investments Experience January 1997 - December 1997
Job Artist Relations, PR and Communications at Viper Artist Representation
Industry Entertainment
Experience
Viper Artist Representation May 2015 - Present
Advance Medical, Inc. April 2015 - Present
Consultant October 2007 - Present
A Better Resolution, Inc October 2007 - March 2015
BMW 2013 - 2014
High Output Inc. 2012 - 2013
Maine Media Workshops 2008 - 2008
Avedis Zildjian Company 1998 - 2007
Putnam Investments January 1997 - December 1997
Hutchins, Wheeler & Dittmar 1993 - 1996
Skills
Video, Artist Relations, Music, Drums, Production, Social Media, Writing, Event Planning, Event Management, Promotions, Public Relations, Photoshop, Photography, Online Marketing, Editing, Final Cut Pro, Marketing Communications, Product Development, Publicity, Creative Direction, Microsoft Office, Budgeting, Customer Relations, Guitar, Video Editing, Advertising, Music Industry, Content Creation, Entertainment, A&R, Recording, Live Events, Sound, Television, Pro Tools, Music Production, Audio Engineering, Awesomeness
Education
Northeastern University 1987 — 1992
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration, Magna Cum Laude
Emerson College 2006 — 2007
Professional Certificate, Digital Communications and Media/Multimedia
Hingham Public High School 1984 — 1987
General Studies, General Studies
Viper Artist Representation May 2015 - Present
Advance Medical, Inc. April 2015 - Present
Consultant October 2007 - Present
A Better Resolution, Inc October 2007 - March 2015
BMW 2013 - 2014
High Output Inc. 2012 - 2013
Maine Media Workshops 2008 - 2008
Avedis Zildjian Company 1998 - 2007
Putnam Investments January 1997 - December 1997
Hutchins, Wheeler & Dittmar 1993 - 1996
Skills
Video, Artist Relations, Music, Drums, Production, Social Media, Writing, Event Planning, Event Management, Promotions, Public Relations, Photoshop, Photography, Online Marketing, Editing, Final Cut Pro, Marketing Communications, Product Development, Publicity, Creative Direction, Microsoft Office, Budgeting, Customer Relations, Guitar, Video Editing, Advertising, Music Industry, Content Creation, Entertainment, A&R, Recording, Live Events, Sound, Television, Pro Tools, Music Production, Audio Engineering, Awesomeness
Education
Northeastern University 1987 — 1992
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration, Magna Cum Laude
Emerson College 2006 — 2007
Professional Certificate, Digital Communications and Media/Multimedia
Hingham Public High School 1984 — 1987
General Studies, General Studies
Peter Brissette Peter Brissette's Putnam Investments Experience April 2000 - October 2009
Job Brokerage Operations Rep III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2009 - Present
Putnam Investments April 2000 - October 2009
Skills
Investments, Retirement Products, Mutual Funds, Financial Analysis, Client Relations and..., Series 7, Financial Services, Retirement Solutions, Process Improvement, Retirement, Microsoft Excel, Securities, Series 63, Retirement Planning, Customer Service, Call Centers, Wealth Management, FINRA
Education
Dean College
Associates, General Business
Fidelity Investments October 2009 - Present
Putnam Investments April 2000 - October 2009
Skills
Investments, Retirement Products, Mutual Funds, Financial Analysis, Client Relations and..., Series 7, Financial Services, Retirement Solutions, Process Improvement, Retirement, Microsoft Excel, Securities, Series 63, Retirement Planning, Customer Service, Call Centers, Wealth Management, FINRA
Education
Dean College
Associates, General Business
Damaris Gilmour's Putnam Investments Experience 1996 - 2001
Job Separate Accounts Contract Manager at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US November 2006 - Present
Mercer 2001 - 2006
Putnam Investments 1996 - 2001
Skills
Investments, Mutual Funds, Asset Allocation, Retirement Planning, Securities, Asset Management, Fixed Income, Hedge Funds, Foreign Languages, Asset Managment, Notary Public, Equities, 401k, Pensions, Access, ERISA, Retirement, FINRA, Anti Money Laundering, Due Diligence, Series 6, Series 63, Series 7, Salesforce Administrator, Oracle Universal..., Procedure Review, Defined Contribution, Defined Benefit, Health & Welfare..., Regulatory Policy, Contract Management, Qualified Retirement..., Global Investment..., Project Management, GIPS Compliance, SEC filings, Private Placements, HIPAA, Seibel, Citrix, PeopleSoft
Education
Eastern Nazarene College
Columbia Threadneedle Investments, US November 2006 - Present
Mercer 2001 - 2006
Putnam Investments 1996 - 2001
Skills
Investments, Mutual Funds, Asset Allocation, Retirement Planning, Securities, Asset Management, Fixed Income, Hedge Funds, Foreign Languages, Asset Managment, Notary Public, Equities, 401k, Pensions, Access, ERISA, Retirement, FINRA, Anti Money Laundering, Due Diligence, Series 6, Series 63, Series 7, Salesforce Administrator, Oracle Universal..., Procedure Review, Defined Contribution, Defined Benefit, Health & Welfare..., Regulatory Policy, Contract Management, Qualified Retirement..., Global Investment..., Project Management, GIPS Compliance, SEC filings, Private Placements, HIPAA, Seibel, Citrix, PeopleSoft
Education
Eastern Nazarene College
Brian Fischer's Putnam Investments Experience June 1991 - October 1996
Job Principal at Laurus Capitalis, LLC
Industry Investment Management
Experience
Laurus Capitalis, LLC January 2010 - Present
Gorilla Design August 2012 - Present
ThermaCote, Inc. December 2012 - Present
Rutgers University September 2014 - January 2015
Capital Innovations, LLC January 2008 - December 2009
Pali Asset Management, LLC / Matrix Ascent Partners, LLC August 2003 - January 2008
ING Investment Management March 1999 - August 2003
J.P. Morgan October 1996 - March 1999
Putnam Investments June 1991 - October 1996
Skills
Hedge Funds, Portfolio Management, Capital Raising, Fixed Income, Private Equity, Business Advisory, Risk Management, Financial Risk, Investments, Financial Modeling, Equities, Asset Managment, Due Diligence, Alternative Investments, Investor Relations, Management Consulting, Business Strategy, Trading, Valuation, Securities, Infrastructure, Real Estate, Fund Of Funds, Asset Management, Corporate Finance, Business Planning, Finance, Investment Management, Venture Capital, Business Development, Emerging Markets, Institutional..., Mutual Funds, Capital, Funding, Capital Markets, Asset Allocation, Financial Structuring, Structured Finance, Management, Investment Strategies, Mentoring Of Staff
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA, Finance
Villanova University 1982 — 1987
BS, Business Administration
Laurus Capitalis, LLC January 2010 - Present
Gorilla Design August 2012 - Present
ThermaCote, Inc. December 2012 - Present
Rutgers University September 2014 - January 2015
Capital Innovations, LLC January 2008 - December 2009
Pali Asset Management, LLC / Matrix Ascent Partners, LLC August 2003 - January 2008
ING Investment Management March 1999 - August 2003
J.P. Morgan October 1996 - March 1999
Putnam Investments June 1991 - October 1996
Skills
Hedge Funds, Portfolio Management, Capital Raising, Fixed Income, Private Equity, Business Advisory, Risk Management, Financial Risk, Investments, Financial Modeling, Equities, Asset Managment, Due Diligence, Alternative Investments, Investor Relations, Management Consulting, Business Strategy, Trading, Valuation, Securities, Infrastructure, Real Estate, Fund Of Funds, Asset Management, Corporate Finance, Business Planning, Finance, Investment Management, Venture Capital, Business Development, Emerging Markets, Institutional..., Mutual Funds, Capital, Funding, Capital Markets, Asset Allocation, Financial Structuring, Structured Finance, Management, Investment Strategies, Mentoring Of Staff
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA, Finance
Villanova University 1982 — 1987
BS, Business Administration
Devin O'Rourke's Putnam Investments Experience August 2014 - Present
Job Regional Marketing Associate Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments August 2014 - Present
Putnam Investments February 2014 - July 2014
WB Mason August 2012 - January 2014
Investors Capital Corporation June 2011 - August 2011
Skills
Series 6, Series 63, Cold Calling, Account Management, Sales, Marketing, Sales Presentations, New Business Development, Product Marketing
Education
Fairfield University 2008 — 2012
BS, Finance
St. George's School 2004 — 2008
Putnam Investments August 2014 - Present
Putnam Investments February 2014 - July 2014
WB Mason August 2012 - January 2014
Investors Capital Corporation June 2011 - August 2011
Skills
Series 6, Series 63, Cold Calling, Account Management, Sales, Marketing, Sales Presentations, New Business Development, Product Marketing
Education
Fairfield University 2008 — 2012
BS, Finance
St. George's School 2004 — 2008
Alexander Peletz Alexander Peletz's Putnam Investments Experience September 2013 - June 2014
Job Software Developer at Slalom Consulting
Industry Computer Software
Experience
Slalom Consulting June 2014 - Present
Putnam Investments September 2013 - June 2014
Epic October 2012 - August 2013
Epic July 2011 - August 2013
Skills
Software Development, Analytics, Python, Project Management, Software Implementation, Microsoft SQL Server, Oracle, Software Project..., Crystal Reports, Healthcare Consulting, JavaScript, Visual Basic, Healthcare Information..., R, Big Data, PHP, HTML 5, HL7, Intersystems Cache, Object Oriented Software, Frameworks, CSS, MS Reporting Services, Tableau, Market Research, Marketing Strategy, SQL DB2, Employee Management, Modern Standard Arabic, Unix, Mentoring, IT Operations, Operations Management, Islamic Finance, Economics, Microsoft Office, Linux, Powershell, MySQL
Education
Harvard University Extension School 2013 — 2014
Masters coursework, Computer Software Engineering, 3.85/4.0
Emory University 2007 — 2011
Bachelor of Arts (B.A.), Economics and Finance, Middle Eastern Studies, 3.8/4.0
Alakhawayn University 2009 — 2009
Intensive Arabic Language and Culture Immersion Certificate, Arabic Language and Culture, 4.0/4.0
Slalom Consulting June 2014 - Present
Putnam Investments September 2013 - June 2014
Epic October 2012 - August 2013
Epic July 2011 - August 2013
Skills
Software Development, Analytics, Python, Project Management, Software Implementation, Microsoft SQL Server, Oracle, Software Project..., Crystal Reports, Healthcare Consulting, JavaScript, Visual Basic, Healthcare Information..., R, Big Data, PHP, HTML 5, HL7, Intersystems Cache, Object Oriented Software, Frameworks, CSS, MS Reporting Services, Tableau, Market Research, Marketing Strategy, SQL DB2, Employee Management, Modern Standard Arabic, Unix, Mentoring, IT Operations, Operations Management, Islamic Finance, Economics, Microsoft Office, Linux, Powershell, MySQL
Education
Harvard University Extension School 2013 — 2014
Masters coursework, Computer Software Engineering, 3.85/4.0
Emory University 2007 — 2011
Bachelor of Arts (B.A.), Economics and Finance, Middle Eastern Studies, 3.8/4.0
Alakhawayn University 2009 — 2009
Intensive Arabic Language and Culture Immersion Certificate, Arabic Language and Culture, 4.0/4.0
Kimberly Hatfield's Putnam Investments Experience June 1997 - April 2003
Job Medical Billing
Industry Consumer Services
Experience
Affiliated Physicians Group August 2012 - Present
BlueShield of Massachusetts November 2007 - September 2011
Bank of America May 2003 - July 2004
Putnam Investments June 1997 - April 2003
Education
Eastern Nazarene College 1997 — 2001
Bachelor of Science in Business Administration (B.S.B.A), Business Administration and Management, General
Affiliated Physicians Group August 2012 - Present
BlueShield of Massachusetts November 2007 - September 2011
Bank of America May 2003 - July 2004
Putnam Investments June 1997 - April 2003
Education
Eastern Nazarene College 1997 — 2001
Bachelor of Science in Business Administration (B.S.B.A), Business Administration and Management, General
Jeffrey Farnell's Putnam Investments Experience 1999 - 2000
Job Regional Vice President, Sales (QPFC) Voya Financial Partners, LLC
Industry Financial Services
Experience
Voya Financial Partners, LLC September 2014 - Present
ING Financial Advisers, LLC January 2013 - August 2014
ING Financial Advisers, LLC March 2009 - December 2012
Fidelity Investments February 2003 - November 2008
Principal Financial Group October 2001 - February 2003
Putnam Investments 1999 - 2000
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, 401k, Series 6, Investments, Retirement, IRAs
Education
Eastern Nazarene College 1995 — 1998
BS, Business Administration
Massachusetts College of Liberal Arts 1988 — 1994
Voya Financial Partners, LLC September 2014 - Present
ING Financial Advisers, LLC January 2013 - August 2014
ING Financial Advisers, LLC March 2009 - December 2012
Fidelity Investments February 2003 - November 2008
Principal Financial Group October 2001 - February 2003
Putnam Investments 1999 - 2000
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, 401k, Series 6, Investments, Retirement, IRAs
Education
Eastern Nazarene College 1995 — 1998
BS, Business Administration
Massachusetts College of Liberal Arts 1988 — 1994
Timm Haskins's Putnam Investments Experience July 2009 - Present
Job Operations Leader Transfer Agency
Industry Financial Services
Experience
Putnam Investments July 2009 - Present
Putnam Investments 1993 - 2008
Skills
Financial Services, Vendor Management, Mutual Funds, Process Improvement, E-commerce, Management, Series 7, Relationship Management, Series 63, Securities, Call Centers, Leadership, Wealth Management, Project Management, FINRA, Investments, Risk Management, Series 6, Corporate Actions, Web Analytics, Call Center, Marketing, Fixed Income, Proxy, Intranet Strategy, Social Media, Cost Saving Initiatives, Asset Managment, Asset Management, Alternative Investments, Retirement, Direct Mail, Regulatory Requirements, SharePoint, Web Content Management
Education
Eastern Nazarene College 1998 — 2000
Northeastern University
weymouth
Putnam Investments July 2009 - Present
Putnam Investments 1993 - 2008
Skills
Financial Services, Vendor Management, Mutual Funds, Process Improvement, E-commerce, Management, Series 7, Relationship Management, Series 63, Securities, Call Centers, Leadership, Wealth Management, Project Management, FINRA, Investments, Risk Management, Series 6, Corporate Actions, Web Analytics, Call Center, Marketing, Fixed Income, Proxy, Intranet Strategy, Social Media, Cost Saving Initiatives, Asset Managment, Asset Management, Alternative Investments, Retirement, Direct Mail, Regulatory Requirements, SharePoint, Web Content Management
Education
Eastern Nazarene College 1998 — 2000
Northeastern University
weymouth
Anna Oakley van Ophem's Putnam Investments Experience 1998 - 2000
Job Business Owner of IMAG(in)E Life Coaching LLC
Industry Health, Wellness and Fitness
Experience
IMAG(in)E Life Coaching LLC February 2015 - Present
Great-West Financial August 2014 - January 2015
J.P. Morgan January 2006 - August 2014
Callan Associates 2000 - 2006
Putnam Investments 1998 - 2000
Scudder Stevens & Clark 1996 - 1998
Hewitt Associates 1988 - 1996
Chicago Board of Options Exchange 1988 - 1988
U.S. Army Corps of Engineers 1985 - 1988
Skills
Business Strategy, Executive Coaching, Sales Presentations, Creative Problem Solving, Culture Change, Retirement Plan..., Leadership, Defined Contribution, Management, Pensions, Sales, Mutual Funds, CRM, Retirement Planning, 401k, Relationship Management, Retirement, Strategic Planning, Alternative Investments, Series 63, Financial Services, Investments, Asset Allocation, Series 7, Financial Advisory
Education
Hypnosis Motivation Institute 2015 — 2015
Diploma in Hypnotherapy, Handwriting Analysis, Past-Life Regression
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1993
Master of Business Administration (MBA), International Business
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
BS, Finance, General
IMAG(in)E Life Coaching LLC February 2015 - Present
Great-West Financial August 2014 - January 2015
J.P. Morgan January 2006 - August 2014
Callan Associates 2000 - 2006
Putnam Investments 1998 - 2000
Scudder Stevens & Clark 1996 - 1998
Hewitt Associates 1988 - 1996
Chicago Board of Options Exchange 1988 - 1988
U.S. Army Corps of Engineers 1985 - 1988
Skills
Business Strategy, Executive Coaching, Sales Presentations, Creative Problem Solving, Culture Change, Retirement Plan..., Leadership, Defined Contribution, Management, Pensions, Sales, Mutual Funds, CRM, Retirement Planning, 401k, Relationship Management, Retirement, Strategic Planning, Alternative Investments, Series 63, Financial Services, Investments, Asset Allocation, Series 7, Financial Advisory
Education
Hypnosis Motivation Institute 2015 — 2015
Diploma in Hypnotherapy, Handwriting Analysis, Past-Life Regression
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1993
Master of Business Administration (MBA), International Business
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
BS, Finance, General
Paul Sheehan's Putnam Investments Experience February 2012 - May 2014
Job Ameriprise Financial
Industry Financial Services
Experience
Paul Fragala and Associates March 2015 - Present
Fidelity Investments September 2014 - February 2015
Fidelity Investments June 2014 - September 2014
Putnam Investments February 2012 - May 2014
IDC July 2011 - September 2011
Shareholder.com October 2009 - July 2011
Mercer April 2009 - July 2009
Mercer Outsourcing April 2009 - July 2009
Cammack LaRhette Consulting August 2007 - October 2008
Cammack LaRhette Consulting August 2007 - October 2008
Education
North Andover High School 1991 — 1994
Eastern Nazarene College
Bachelors of Science Degree, Business Administration
Paul Fragala and Associates March 2015 - Present
Fidelity Investments September 2014 - February 2015
Fidelity Investments June 2014 - September 2014
Putnam Investments February 2012 - May 2014
IDC July 2011 - September 2011
Shareholder.com October 2009 - July 2011
Mercer April 2009 - July 2009
Mercer Outsourcing April 2009 - July 2009
Cammack LaRhette Consulting August 2007 - October 2008
Cammack LaRhette Consulting August 2007 - October 2008
Education
North Andover High School 1991 — 1994
Eastern Nazarene College
Bachelors of Science Degree, Business Administration
Colette J. Sagar, ARPC Colette J. Sagar, ARPC's Putnam Investments Experience January 1997 - January 2000
Job National Practice Leader at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services June 2014 - April 2015
MassMutual Financial Group January 2013 - March 2013
The Hartford November 2007 - January 2013
MFS Investment Management 2005 - 2007
MFS Investment Management January 2000 - January 2005
Putnam Investments January 1997 - January 2000
Putnam Investments January 1995 - January 1997
Skills
Retirement, Investments, Pensions, 401k, Budgets, Budgeting, Retirement Plan..., Asset Allocation, ERISA, Relationship Management, Sales, Management, Institutional..., Mutual Funds, Financial Services, Insurance, Strategy, Mergers & Acquisitions, Series 63, Series 6, Defined Contribution, Defined Benefit, Profit Sharing, Securities, Retirement Planning, Financial Advisory, Wealth Management
Education
East Carolina University
Bachelor of Science, Business Administration
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services June 2014 - April 2015
MassMutual Financial Group January 2013 - March 2013
The Hartford November 2007 - January 2013
MFS Investment Management 2005 - 2007
MFS Investment Management January 2000 - January 2005
Putnam Investments January 1997 - January 2000
Putnam Investments January 1995 - January 1997
Skills
Retirement, Investments, Pensions, 401k, Budgets, Budgeting, Retirement Plan..., Asset Allocation, ERISA, Relationship Management, Sales, Management, Institutional..., Mutual Funds, Financial Services, Insurance, Strategy, Mergers & Acquisitions, Series 63, Series 6, Defined Contribution, Defined Benefit, Profit Sharing, Securities, Retirement Planning, Financial Advisory, Wealth Management
Education
East Carolina University
Bachelor of Science, Business Administration
Miguel Matos, CCIE #38796 Miguel Matos, CCIE #38796's Putnam Investments Experience March 2013 - Present
Job Sr. Technical Expert, Network Engineering at Putnam Investments
Industry Telecommunications
Experience
Putnam Investments March 2013 - Present
iBasis April 2007 - March 2013
iBasis April 2005 - July 2007
New York City Transit March 2003 - March 2005
Skills
H.323, MGCP, ISDN, VoIP, SIP, CUCM, CME, Unity Connection, Cisco Call Manager, Cisco IP Telephony, Gateways and Trunks, Gatekeepers, QoS, Gatekeeper, Networking, Unified Communications, Cisco Technologies, Telecommunications, Network Engineering, VPN, SS7
Education
DeVry University 2002 — 2005
BS, Network and Communication Management
Putnam Investments March 2013 - Present
iBasis April 2007 - March 2013
iBasis April 2005 - July 2007
New York City Transit March 2003 - March 2005
Skills
H.323, MGCP, ISDN, VoIP, SIP, CUCM, CME, Unity Connection, Cisco Call Manager, Cisco IP Telephony, Gateways and Trunks, Gatekeepers, QoS, Gatekeeper, Networking, Unified Communications, Cisco Technologies, Telecommunications, Network Engineering, VPN, SS7
Education
DeVry University 2002 — 2005
BS, Network and Communication Management
Eric Martino Eric Martino's Putnam Investments Experience June 2011 - January 2013
Job Director, Asset Allocation Portfolio Specialist at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management August 2015 - Present
Fidelity Investments February 2013 - Present
Putnam Investments June 2011 - January 2013
Putnam Investments July 2009 - June 2011
Putnam Investments June 2004 - July 2009
Skills
Mutual Funds, Asset Allocation, Equities, Investments, Alternative Investments, Series 7, Asset Management, Portfolio Management
Education
Fairfield University 2000 — 2004
BA, Accounting
LCA
Manulife Asset Management August 2015 - Present
Fidelity Investments February 2013 - Present
Putnam Investments June 2011 - January 2013
Putnam Investments July 2009 - June 2011
Putnam Investments June 2004 - July 2009
Skills
Mutual Funds, Asset Allocation, Equities, Investments, Alternative Investments, Series 7, Asset Management, Portfolio Management
Education
Fairfield University 2000 — 2004
BA, Accounting
LCA
Kimberly A. Hesse Kimberly A. Hesse's Putnam Investments Experience 1990 - 2000
Job Administrative & Financial Professional
Industry Higher Education
Experience
Harvard T.H. Chan School of Public Health September 2011 - March 2015
Harvard School of Public Health 2008 - September 2011
Harvard Medical School 2000 - 2008
Putnam Investments 1990 - 2000
Rohm Technology 1988 - 1990
Skills
Nutrition, Data Analysis, Grants, Nonprofits, Research Administration, Higher Education, PeopleSoft, Public Speaking, Community Outreach, PowerPoint, Research, Editing, Financial Analysis, Grant Writing, Policy, Program Development, Federal Grants..., Policy Analysis, Program Evaluation
Education
Emmanuel College 2009 — 2011
MSM, Research Administration, Management
Northeastern University 1995 — 2000
BS, Finance
Harvard T.H. Chan School of Public Health September 2011 - March 2015
Harvard School of Public Health 2008 - September 2011
Harvard Medical School 2000 - 2008
Putnam Investments 1990 - 2000
Rohm Technology 1988 - 1990
Skills
Nutrition, Data Analysis, Grants, Nonprofits, Research Administration, Higher Education, PeopleSoft, Public Speaking, Community Outreach, PowerPoint, Research, Editing, Financial Analysis, Grant Writing, Policy, Program Development, Federal Grants..., Policy Analysis, Program Evaluation
Education
Emmanuel College 2009 — 2011
MSM, Research Administration, Management
Northeastern University 1995 — 2000
BS, Finance
Dennis E. Nelson, CFP Dennis E. Nelson, CFP's Putnam Investments Experience 1990 - 1996
Job DENCO Financial Group
Industry Financial Services
Experience
DENCO Financial Group 1985 - Present
Gerry #5 VFA November 2011 - Present
DENCO Consulting Group 1985 - 2013
Doane College 1988 - 2009
Putnam Investments 1990 - 1996
Sandstone Resources, Inc. 1985 - 1990
Fidelity Investments 1975 - 1985
Kidder Peabody 1970 - 1975
IBM 1968 - 1971
Skills
Public Speaking, Investments, Call Center, Strategic Planning, Process Improvement, Team Management, Finance, Analysis, Project Management, Interim Management, Human Resources, Risk Management, Quality Customer Service, Call Center Management, Call Centers, Financial Advisory, Project Planning, Executive Management, Banking, Series 7, Leadership, CRM, Securities, Mutual Funds, Financial Services, Management, Customer Service, Workflow Efficiency, Securities Knowledge, Alternative Investments, Training, ETFs, Sales, 401k, FINRA, Financial Analysis, Series 63, Portfolio Management, Dynamic Public Speaker, Mutual Funds Knowledge
Education
Doane College 1963 — 1967
BA, Business Administration & Economics
North Platte High School
DENCO Financial Group 1985 - Present
Gerry #5 VFA November 2011 - Present
DENCO Consulting Group 1985 - 2013
Doane College 1988 - 2009
Putnam Investments 1990 - 1996
Sandstone Resources, Inc. 1985 - 1990
Fidelity Investments 1975 - 1985
Kidder Peabody 1970 - 1975
IBM 1968 - 1971
Skills
Public Speaking, Investments, Call Center, Strategic Planning, Process Improvement, Team Management, Finance, Analysis, Project Management, Interim Management, Human Resources, Risk Management, Quality Customer Service, Call Center Management, Call Centers, Financial Advisory, Project Planning, Executive Management, Banking, Series 7, Leadership, CRM, Securities, Mutual Funds, Financial Services, Management, Customer Service, Workflow Efficiency, Securities Knowledge, Alternative Investments, Training, ETFs, Sales, 401k, FINRA, Financial Analysis, Series 63, Portfolio Management, Dynamic Public Speaker, Mutual Funds Knowledge
Education
Doane College 1963 — 1967
BA, Business Administration & Economics
North Platte High School
Mike Noonis's Putnam Investments Experience September 1993 - March 1996
Job Vice President, Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 1996 - Present
Putnam Investments September 1993 - March 1996
State Street May 1992 - September 1993
Skills
401k, Mutual Funds, Series 63, Retirement, Defined Contribution, Asset Allocation, Defined Benefit, Financial Services, Retirement Planning, Series 6, Investments, Relationship Management, ERISA, Pensions, Securities, Employee Benefits, Asset Managment, Investment Strategies, Portfolio Management
Education
University of Notre Dame 1978 — 1982
B.B.A.
Emerson College
M.A., Organizational Communications and Public Relations, 3.95
Fidelity Investments April 1996 - Present
Putnam Investments September 1993 - March 1996
State Street May 1992 - September 1993
Skills
401k, Mutual Funds, Series 63, Retirement, Defined Contribution, Asset Allocation, Defined Benefit, Financial Services, Retirement Planning, Series 6, Investments, Relationship Management, ERISA, Pensions, Securities, Employee Benefits, Asset Managment, Investment Strategies, Portfolio Management
Education
University of Notre Dame 1978 — 1982
B.B.A.
Emerson College
M.A., Organizational Communications and Public Relations, 3.95
Paul Carpilio's Putnam Investments Experience July 1997 - March 2003
Job Director, IT Program Management Office
Industry Insurance
Experience
DentaQuest February 2014 - Present
Customer Value Partners July 2006 - February 2014
Streamline Solutions September 2004 - June 2006
Oxford HealthCare / United HealthCare March 2003 - September 2004
Putnam Investments July 1997 - March 2003
CiMatrix October 1996 - July 1997
WR Grace August 1991 - October 1996
General Electric Aircraft Engines November 1990 - August 1991
General Dynamics January 1985 - June 1990
Skills
MS Office Suite, Articulate, Google Apps, Federal Government Top..., Business Strategy, Microsoft Office, Program Management, Government, Leadership, Business Development, Project Planning, Management, Business Process..., Project Management, Training, Strategic Planning, Product Development, Organizational..., Business Analysis, Cross-functional Team..., Executive Management, Analysis, Consulting, Product Management, CRM, Business Planning, Professional Services, Vendor Management, Strategy, Start-ups, Integration, Governance, Risk Management, Quality Assurance, Proposal Writing, Management Consulting, IT Strategy, Contract Management, Account Management, Business Transformation, Team Management, Business Intelligence, Sales, Change Management, Human Resources, Process Improvement, Team Building, Outsourcing, PMP, Business Process
Education
Eastern Nazarene College 2013 — 2015
Master of Science Management, Management Information Systems, General
Emmanuel College 1995 — 1997
Graduate Studies - Master of Science in Management
Eastern Nazarene College 1991 — 1994
BSBA, Business Administration and Management
Corporate Education
Various Corporate and Executive Development Programs
DentaQuest February 2014 - Present
Customer Value Partners July 2006 - February 2014
Streamline Solutions September 2004 - June 2006
Oxford HealthCare / United HealthCare March 2003 - September 2004
Putnam Investments July 1997 - March 2003
CiMatrix October 1996 - July 1997
WR Grace August 1991 - October 1996
General Electric Aircraft Engines November 1990 - August 1991
General Dynamics January 1985 - June 1990
Skills
MS Office Suite, Articulate, Google Apps, Federal Government Top..., Business Strategy, Microsoft Office, Program Management, Government, Leadership, Business Development, Project Planning, Management, Business Process..., Project Management, Training, Strategic Planning, Product Development, Organizational..., Business Analysis, Cross-functional Team..., Executive Management, Analysis, Consulting, Product Management, CRM, Business Planning, Professional Services, Vendor Management, Strategy, Start-ups, Integration, Governance, Risk Management, Quality Assurance, Proposal Writing, Management Consulting, IT Strategy, Contract Management, Account Management, Business Transformation, Team Management, Business Intelligence, Sales, Change Management, Human Resources, Process Improvement, Team Building, Outsourcing, PMP, Business Process
Education
Eastern Nazarene College 2013 — 2015
Master of Science Management, Management Information Systems, General
Emmanuel College 1995 — 1997
Graduate Studies - Master of Science in Management
Eastern Nazarene College 1991 — 1994
BSBA, Business Administration and Management
Corporate Education
Various Corporate and Executive Development Programs
Rachel Whyte's Putnam Investments Experience October 1999 - September 2000
Job Owner, Ki4Life
Industry Alternative Medicine
Experience
Ki4Life September 2009 - Present
Putnam Investments October 1999 - September 2000
State Street October 1998 - June 1999
ING Barings April 1990 - May 1998
Matheson Trust Company (CI) September 1987 - February 1989
Skills
Stress, Hypnosis, Energy Healing, Holistic Health, Stress Management, Hypnotherapy, Reiki, Tapping, Meditation, Wellness, Healing, Training, Wellbeing, Relaxation, Wellness Coaching, Pain Management, Personal Development, Public Speaking, Lifestyle Coaching, Self-esteem, Coaching, Therapists, Phobias, Customer Service
Education
National Guild of Hypnotists (NGH)
Certificate of Hypnotism, Hypnotherapy/Hypnotherapist
Dublin Institute of Technology
Law
Ki4Life September 2009 - Present
Putnam Investments October 1999 - September 2000
State Street October 1998 - June 1999
ING Barings April 1990 - May 1998
Matheson Trust Company (CI) September 1987 - February 1989
Skills
Stress, Hypnosis, Energy Healing, Holistic Health, Stress Management, Hypnotherapy, Reiki, Tapping, Meditation, Wellness, Healing, Training, Wellbeing, Relaxation, Wellness Coaching, Pain Management, Personal Development, Public Speaking, Lifestyle Coaching, Self-esteem, Coaching, Therapists, Phobias, Customer Service
Education
National Guild of Hypnotists (NGH)
Certificate of Hypnotism, Hypnotherapy/Hypnotherapist
Dublin Institute of Technology
Law
Tammy Bowers's Putnam Investments Experience July 1996 - Present
Job Account Service Representative (ASR IV) at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 1996 - Present
ALLANACH MORTGAGE GROUP December 1993 - March 1994
Walpole Co-operative Bank April 1991 - November 1993
Skills
Microsoft Excel, Financial Services, Microsoft Word, Lotus Notes, Investments, Microsoft Office, Customer Service, PowerPoint, Loans, Data Entry, Mutual Funds, Credit, Training, Finance, Mortgage Lending, Retirement, Outlook
Education
Accelerated School of Real Estate 2015 — 2015
Bridgewater State University 2013 — 2014
Accounting and Finance
Dean College 2009 — 2011
Associate of Science (A.S.), summa cum laude, Accounting, 3.98
Putnam Investments July 1996 - Present
ALLANACH MORTGAGE GROUP December 1993 - March 1994
Walpole Co-operative Bank April 1991 - November 1993
Skills
Microsoft Excel, Financial Services, Microsoft Word, Lotus Notes, Investments, Microsoft Office, Customer Service, PowerPoint, Loans, Data Entry, Mutual Funds, Credit, Training, Finance, Mortgage Lending, Retirement, Outlook
Education
Accelerated School of Real Estate 2015 — 2015
Bridgewater State University 2013 — 2014
Accounting and Finance
Dean College 2009 — 2011
Associate of Science (A.S.), summa cum laude, Accounting, 3.98
Christopher Stegemann Christopher Stegemann's Putnam Investments Experience June 2014 - Present
Job Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2014 - Present
Putnam Investments February 2014 - May 2014
Cutwater Asset Management May 2012 - August 2012
Delaware North May 2011 - August 2011
Buffalo Wire Works May 2010 - August 2010
Thomas Johnson Homes May 2009 - August 2009
Skills
Accounting, Banking, Investments, Microsoft Excel, Financial Accounting, Time Management, Marketing
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
BSBA.FIN, Finance, Accounting, Economics, Graduate
Nichols School 2006 — 2009
Putnam Investments June 2014 - Present
Putnam Investments February 2014 - May 2014
Cutwater Asset Management May 2012 - August 2012
Delaware North May 2011 - August 2011
Buffalo Wire Works May 2010 - August 2010
Thomas Johnson Homes May 2009 - August 2009
Skills
Accounting, Banking, Investments, Microsoft Excel, Financial Accounting, Time Management, Marketing
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
BSBA.FIN, Finance, Accounting, Economics, Graduate
Nichols School 2006 — 2009
Robert Gardner, M.S.E. Robert Gardner, M.S.E.'s Putnam Investments Experience September 1997 - January 2003
Job Chief Executive Officer at CyberGate, LLC
Industry Information Technology and Services
Experience
CyberGate, LLC March 2011 - Present
CyberGate September 2006 - March 2011
Blue Cross/Blue Shield of Rhode Island January 2006 - August 2006
Northrop Grumman Information Technology October 2003 - August 2005
Putnam Investments September 1997 - January 2003
U.S. Navy November 1983 - June 1996
Skills
iPhone Application..., iOS, Objective-C, CoreData, SQLite, SQL, XML, Mobile Applications, Web Services, Linux, Unix, MySQL, Oracle, PL/SQL, SDLC, Business Analysis, Software Project..., Agile Methodologies, Software Development, Web Applications, Web Development, SOA, Perl, JavaScript, HTML, Databases, Data Warehousing, Business Intelligence, Crystal Reports, Vendor Management, Google Apps, Microsoft SQL Server, Java, Project Management, Process Improvement, Requirements Analysis, Program Management, Leadership, Integration, Management, Java Enterprise Edition
Education
Brandeis University 2001 — 2004
Masters, Software Engineering
Excelsior College 1989 — 1993
B.S., Accounting / Electronics Engineering
CyberGate, LLC March 2011 - Present
CyberGate September 2006 - March 2011
Blue Cross/Blue Shield of Rhode Island January 2006 - August 2006
Northrop Grumman Information Technology October 2003 - August 2005
Putnam Investments September 1997 - January 2003
U.S. Navy November 1983 - June 1996
Skills
iPhone Application..., iOS, Objective-C, CoreData, SQLite, SQL, XML, Mobile Applications, Web Services, Linux, Unix, MySQL, Oracle, PL/SQL, SDLC, Business Analysis, Software Project..., Agile Methodologies, Software Development, Web Applications, Web Development, SOA, Perl, JavaScript, HTML, Databases, Data Warehousing, Business Intelligence, Crystal Reports, Vendor Management, Google Apps, Microsoft SQL Server, Java, Project Management, Process Improvement, Requirements Analysis, Program Management, Leadership, Integration, Management, Java Enterprise Edition
Education
Brandeis University 2001 — 2004
Masters, Software Engineering
Excelsior College 1989 — 1993
B.S., Accounting / Electronics Engineering
James Tocchio's Putnam Investments Experience January 1999 - May 1999
Job Experienced Financial Services
Industry Financial Services
Experience
Western Asset June 2006 - Present
Western Asset February 2004 - May 2006
State Street June 2001 - June 2003
State Street May 1999 - May 2001
Putnam Investments January 1999 - May 1999
Putnam Investments October 1997 - January 1999
Putnam Investments October 1996 - October 1997
Skills
Fixed Income, Financial Services, Settlement, Middle Office, Bonds, Securities, Asset Management, Asset
Education
Eastern Nazarene College
Bachelor's Degree Business Administration
Boston College HS
High School Diploma
Western Asset June 2006 - Present
Western Asset February 2004 - May 2006
State Street June 2001 - June 2003
State Street May 1999 - May 2001
Putnam Investments January 1999 - May 1999
Putnam Investments October 1997 - January 1999
Putnam Investments October 1996 - October 1997
Skills
Fixed Income, Financial Services, Settlement, Middle Office, Bonds, Securities, Asset Management, Asset
Education
Eastern Nazarene College
Bachelor's Degree Business Administration
Boston College HS
High School Diploma
Rebecca Kolias Rebecca Kolias's Putnam Investments Experience June 2009 - December 2009
Job Operations Associate
Industry Financial Services
Experience
Tiedemann Investment Group May 2015 - Present
Odeon Capital Group LLC June 2014 - May 2015
Brahma Management July 2013 - June 2014
Punchey April 2012 - April 2013
Harvard Pilgrim Health Care September 2010 - October 2011
Camacho Dental Association April 2009 - January 2011
The Roxy September 2009 - February 2010
Putnam Investments June 2009 - December 2009
Dynasty Models and Talent Agency September 2007 - September 2009
John Hancock Financial Services June 2008 - January 2009
Skills
Administrative Support, Research, Online Research, Excel, Microsoft Office, Word, Customer Relations, Analysis, Marketing Research, Presentation Development, Data Analysis, Expense Management, PowerPoint, Scheduling, Budget Tracking, Microsoft Excel, Process Scheduler, Microsoft Word, Administrative..., Customer Service, Budgets, Marketing, Social Media Marketing, Sales, Leadership, Time Management, Management, Training, Human Resources, Public Speaking, Event Planning, Outlook, Salesforce.com, Social Networking, Team Leadership, Marketing Communications, Social Media, Finance, Proposal Writing, Start-ups, Public Relations
Education
ESIC: Business & Marketing School 2010 — 2010
Finance, Spanish Language and International Finance
Northeastern University 2006 — 2010
BSBA, Finance, 3.24 in the School of Business (3.08 overall)
Tiedemann Investment Group May 2015 - Present
Odeon Capital Group LLC June 2014 - May 2015
Brahma Management July 2013 - June 2014
Punchey April 2012 - April 2013
Harvard Pilgrim Health Care September 2010 - October 2011
Camacho Dental Association April 2009 - January 2011
The Roxy September 2009 - February 2010
Putnam Investments June 2009 - December 2009
Dynasty Models and Talent Agency September 2007 - September 2009
John Hancock Financial Services June 2008 - January 2009
Skills
Administrative Support, Research, Online Research, Excel, Microsoft Office, Word, Customer Relations, Analysis, Marketing Research, Presentation Development, Data Analysis, Expense Management, PowerPoint, Scheduling, Budget Tracking, Microsoft Excel, Process Scheduler, Microsoft Word, Administrative..., Customer Service, Budgets, Marketing, Social Media Marketing, Sales, Leadership, Time Management, Management, Training, Human Resources, Public Speaking, Event Planning, Outlook, Salesforce.com, Social Networking, Team Leadership, Marketing Communications, Social Media, Finance, Proposal Writing, Start-ups, Public Relations
Education
ESIC: Business & Marketing School 2010 — 2010
Finance, Spanish Language and International Finance
Northeastern University 2006 — 2010
BSBA, Finance, 3.24 in the School of Business (3.08 overall)
Cheri Howard Cheri Howard's Putnam Investments Experience June 2010 - Present
Job Compliance Analyst
Industry Financial Services
Experience
Putnam Investments June 2010 - Present
Putnam Investments October 2005 - June 2010
Putnam Investments January 2000 - October 2005
Skills
Series 24, Series 7, Series 63, Series 6
Education
Emmanuel College
B.S., Business Administration
Washington College
English
Putnam Investments June 2010 - Present
Putnam Investments October 2005 - June 2010
Putnam Investments January 2000 - October 2005
Skills
Series 24, Series 7, Series 63, Series 6
Education
Emmanuel College
B.S., Business Administration
Washington College
English
Matthew D'Alto's Putnam Investments Experience March 1998 - August 2000
Job Senior Vice President, Senior Equity Analyst at TimesSquare Capital Management
Industry Investment Management
Experience
TimesSquare Capital Management, LLC July 2011 - Present
J&W Seligman July 2002 - April 2010
Putnam Investments March 1998 - August 2000
Mutual Fund Investors Association 1996 - 1998
Standard & Poor's / Published Image, Inc. 1994 - 1996
Skills
Stock Picking, Asset Management, Portfolio Management, Equities, Investments, Valuation, Financial Markets, Energy, Equity Research, Equity Valuation, Financial Modeling, Capital Markets, Fundamental Research, Stocks, Industry Analysis, Asset Managment, Mutual Funds, Investment Management, Alternative Investments, Finance, Financial Services, Investment Strategies, Initial Public Offerings, HOLT CFROI, Asset Allocation, Factset, Buy-side, Employee Training, Financial Writing, Small Business..., Bank Financial..., Bloomberg
Education
The University of Chicago - Booth School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance and Management concentrations
Fairfield University 1989 — 1993
Bachelor's Degree, English Writing & Finance
Boston College High School 1985 — 1989
High School
TimesSquare Capital Management, LLC July 2011 - Present
J&W Seligman July 2002 - April 2010
Putnam Investments March 1998 - August 2000
Mutual Fund Investors Association 1996 - 1998
Standard & Poor's / Published Image, Inc. 1994 - 1996
Skills
Stock Picking, Asset Management, Portfolio Management, Equities, Investments, Valuation, Financial Markets, Energy, Equity Research, Equity Valuation, Financial Modeling, Capital Markets, Fundamental Research, Stocks, Industry Analysis, Asset Managment, Mutual Funds, Investment Management, Alternative Investments, Finance, Financial Services, Investment Strategies, Initial Public Offerings, HOLT CFROI, Asset Allocation, Factset, Buy-side, Employee Training, Financial Writing, Small Business..., Bank Financial..., Bloomberg
Education
The University of Chicago - Booth School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance and Management concentrations
Fairfield University 1989 — 1993
Bachelor's Degree, English Writing & Finance
Boston College High School 1985 — 1989
High School
Matthew Nawrocki Matthew Nawrocki's Putnam Investments Experience December 2011 - May 2014
Job Regional Sales Associate at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments June 2014 - Present
Putnam Investments December 2011 - May 2014
Putnam Investments June 2011 - December 2011
Skills
Series 6, Series 63, Series 7, Life Insurance, Finance, IRAs, Strategic Financial..., Client Services
Education
Villanova University 2007 — 2010
Bachelor of Science, Economics
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.)
Guggenheim Investments June 2014 - Present
Putnam Investments December 2011 - May 2014
Putnam Investments June 2011 - December 2011
Skills
Series 6, Series 63, Series 7, Life Insurance, Finance, IRAs, Strategic Financial..., Client Services
Education
Villanova University 2007 — 2010
Bachelor of Science, Economics
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.)
David P Cohen David P Cohen's Putnam Investments Experience December 1993 - February 1995
Job Director at Specialized Performance Advisory Group
Industry Financial Services
Experience
Specialized Performance Advisory Group January 2014 - Present
Southwest Securities January 2012 - July 2013
RBC Wealth Management November 2001 - October 2011
Tucker Anthony Incorporated April 1997 - November 2001
Tucker Anthony Incorporated May 1995 - April 1997
Putnam Investments December 1993 - February 1995
Boston Scientific March 1992 - November 1993
Skills
Portfolio Management, Bloomberg, Trading, Banking, Risk Management, Structured Products, Series 7, Marketing, Fixed Income, Investments, Capital Markets, Strategic Financial..., Series 24, Derivatives, Hedge Funds, Customer Service, Finance, Securities, Retail, Sales, Alternative Investments, Bonds, Equities, Mutual Funds, Series 63, FINRA, Wealth Management, Financial Markets, Investment Banking
Education
Emory University 1987 — 1991
Bachelor of Arts & Sciences, Political Science and Psychology
Wayland High School 1983 — 1987
Specialized Performance Advisory Group January 2014 - Present
Southwest Securities January 2012 - July 2013
RBC Wealth Management November 2001 - October 2011
Tucker Anthony Incorporated April 1997 - November 2001
Tucker Anthony Incorporated May 1995 - April 1997
Putnam Investments December 1993 - February 1995
Boston Scientific March 1992 - November 1993
Skills
Portfolio Management, Bloomberg, Trading, Banking, Risk Management, Structured Products, Series 7, Marketing, Fixed Income, Investments, Capital Markets, Strategic Financial..., Series 24, Derivatives, Hedge Funds, Customer Service, Finance, Securities, Retail, Sales, Alternative Investments, Bonds, Equities, Mutual Funds, Series 63, FINRA, Wealth Management, Financial Markets, Investment Banking
Education
Emory University 1987 — 1991
Bachelor of Arts & Sciences, Political Science and Psychology
Wayland High School 1983 — 1987
Andrew M. Seng, CFA's Putnam Investments Experience 1999 - 2000
Job President at The Seng Company
Industry Real Estate
Experience
The Seng Company March 2009 - Present
Holliday Fenoglio Fowler May 2011 - January 2012
First Fidelity Companies April 2003 - May 2011
University of Notre Dame 2000 - 2002
Putnam Investments 1999 - 2000
Skills
Investments, Commercial Real Estate, Real Estate, Equities, Management, Real Estate Economics, Disposition, Real Estate Development, Valuation, Due Diligence, Asset Management, Financial Modeling, Contract Negotiation, Acquisitions, Market Analysis, Brokerage, Real Estate Transactions, Mortgage Lending, Underwriting, Loans, Commercial Mortgages, Corporate Real Estate, Structured Finance, Investment Properties, Asset Managment, Leases, Residential Homes, Investors, Mergers & Acquisitions, Finance, Entrepreneurship, Budgets, Negotiation, Capital Markets, Strategic Planning, Location Intelligence, Credit, Private Equity, Financial Analysis, Retail, Mezzanine, Financial Structuring, Portfolio Management, CMBS, Property Management, Real Estate Private..., Real Estate Financing, Land Acquisition, Appraisals
Education
Emory University - Goizueta Business School 2002 — 2004
MBA, Finance and Real Estate
University of Notre Dame 1995 — 1999
BBA, Finance
The Seng Company March 2009 - Present
Holliday Fenoglio Fowler May 2011 - January 2012
First Fidelity Companies April 2003 - May 2011
University of Notre Dame 2000 - 2002
Putnam Investments 1999 - 2000
Skills
Investments, Commercial Real Estate, Real Estate, Equities, Management, Real Estate Economics, Disposition, Real Estate Development, Valuation, Due Diligence, Asset Management, Financial Modeling, Contract Negotiation, Acquisitions, Market Analysis, Brokerage, Real Estate Transactions, Mortgage Lending, Underwriting, Loans, Commercial Mortgages, Corporate Real Estate, Structured Finance, Investment Properties, Asset Managment, Leases, Residential Homes, Investors, Mergers & Acquisitions, Finance, Entrepreneurship, Budgets, Negotiation, Capital Markets, Strategic Planning, Location Intelligence, Credit, Private Equity, Financial Analysis, Retail, Mezzanine, Financial Structuring, Portfolio Management, CMBS, Property Management, Real Estate Private..., Real Estate Financing, Land Acquisition, Appraisals
Education
Emory University - Goizueta Business School 2002 — 2004
MBA, Finance and Real Estate
University of Notre Dame 1995 — 1999
BBA, Finance
Robert Morell's Putnam Investments Experience August 1996 - July 1998
Job Mr. Robert Morell at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments October 2004 - Present
Zambelli Fireworks April 2011 - Present
Fidelity Investments January 2001 - October 2004
Fidelity Investments July 1998 - December 2000
Putnam Investments August 1996 - July 1998
Skills
CICS, MVS, DB2, Software Development, COBOL, TSO, Easytrieve, Endeavor, Message Queue, SQL, Assembler, Remote Recovery Data..., SDLC, Disaster Recovery, JCL, 401k, Retirement, VSAM, Production Support, Mainframe, Intertest, Fileaid
Education
Dean College 1996 — 1998
Associates, Computer Science
Chubb Computers 2000 — 2000
COBOL Programmer Training
Fidelity Investments October 2004 - Present
Zambelli Fireworks April 2011 - Present
Fidelity Investments January 2001 - October 2004
Fidelity Investments July 1998 - December 2000
Putnam Investments August 1996 - July 1998
Skills
CICS, MVS, DB2, Software Development, COBOL, TSO, Easytrieve, Endeavor, Message Queue, SQL, Assembler, Remote Recovery Data..., SDLC, Disaster Recovery, JCL, 401k, Retirement, VSAM, Production Support, Mainframe, Intertest, Fileaid
Education
Dean College 1996 — 1998
Associates, Computer Science
Chubb Computers 2000 — 2000
COBOL Programmer Training
Kristen (Quimby) Menhall Kristen (Quimby) Menhall's Putnam Investments Experience 2000 - 2001
Job Independent Design & Marketing Professional
Industry Marketing and Advertising
Experience
Quimby Designs 2003 - April 2010
Spirit Into Life, Itsy Bitsy Yoga December 2005 - May 2008
Putnam Investments 2000 - 2001
Tom Davis 1998 - 1999
State Street Global Advisors 1994 - 1997
BayBank 1993 - 1994
Healthtrax International, Inc. 1992 - 1993
Skills
Newsletters, Advertising, Corporate Communications, Graphic Design, Brochures, Market Research, Social Media, Direct Mail, Public Relations, Marketing
Education
Emerson College 1997 — 1998
Masters, Global Marketing Communications
Massachusetts College of Art and Design 1996 — 1997
Certificate Program, Graphic Design
Eastern Connecticut State University 1988 — 1992
Batchelor of Arts, Communications and Business Administration
Quimby Designs 2003 - April 2010
Spirit Into Life, Itsy Bitsy Yoga December 2005 - May 2008
Putnam Investments 2000 - 2001
Tom Davis 1998 - 1999
State Street Global Advisors 1994 - 1997
BayBank 1993 - 1994
Healthtrax International, Inc. 1992 - 1993
Skills
Newsletters, Advertising, Corporate Communications, Graphic Design, Brochures, Market Research, Social Media, Direct Mail, Public Relations, Marketing
Education
Emerson College 1997 — 1998
Masters, Global Marketing Communications
Massachusetts College of Art and Design 1996 — 1997
Certificate Program, Graphic Design
Eastern Connecticut State University 1988 — 1992
Batchelor of Arts, Communications and Business Administration
Jasmine Setoodehnia Jasmine Setoodehnia's Putnam Investments Experience September 2014 - Present
Job Financial Analyst
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
Putnam Investments September 2014 - Present
Bivium Capital Partners, LLC June 2013 - August 2013
Massachusetts Women's Political Caucus June 2012 - August 2012
County of Orange May 2011 - September 2011
Skills
Economics, Research, Public Speaking, Mutual Funds, Strategic Planning, Marketing Communications, Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Finance, Community Outreach
Education
Smith College 2010 — 2014
Bachelor's degree, Economics and Government
London School of Economics and Political Science 2012 — 2013
General Course- Economics, Economics and International Relations, General Course
Draper University
Entrepreneurship
Goldman Sachs June 2015 - Present
Putnam Investments September 2014 - Present
Bivium Capital Partners, LLC June 2013 - August 2013
Massachusetts Women's Political Caucus June 2012 - August 2012
County of Orange May 2011 - September 2011
Skills
Economics, Research, Public Speaking, Mutual Funds, Strategic Planning, Marketing Communications, Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Finance, Community Outreach
Education
Smith College 2010 — 2014
Bachelor's degree, Economics and Government
London School of Economics and Political Science 2012 — 2013
General Course- Economics, Economics and International Relations, General Course
Draper University
Entrepreneurship
Brad Pheeney, CIMA® Brad Pheeney, CIMA®'s Putnam Investments Experience September 2004 - Present
Job Wholesaler at Putnam Investments
Industry Investment Management
Experience
Putnam Investments September 2004 - Present
Putnam Investments May 2003 - August 2004
Putnam Investments October 2001 - April 2003
Putnam Investments October 2000 - September 2001
Skills
Investment Management, Mutual Funds, Separately Managed..., Equities, Fixed Income, Alternative Investments, Asset Allocation, Business Development, Client Relationship..., Communication
Education
Dickinson College 1996 — 2000
B.A., History
Brooks School 1993 — 1996
Diploma
Putnam Investments September 2004 - Present
Putnam Investments May 2003 - August 2004
Putnam Investments October 2001 - April 2003
Putnam Investments October 2000 - September 2001
Skills
Investment Management, Mutual Funds, Separately Managed..., Equities, Fixed Income, Alternative Investments, Asset Allocation, Business Development, Client Relationship..., Communication
Education
Dickinson College 1996 — 2000
B.A., History
Brooks School 1993 — 1996
Diploma
Christina Mellinger's Putnam Investments Experience June 2013 - Present
Job HR Manager
Industry Financial Services
Experience
Putnam Investments June 2013 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates August 2008 - June 2013
CB Richard Ellis September 2006 - August 2008
Skills
Recruiting, Human Resources, Employee Relations, Employee Training, Performance Management, Graduate Recruitment, Onboarding, Employee Benefits
Education
Duke University 2002 — 2006
BA, Political Science
Putnam Investments June 2013 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates August 2008 - June 2013
CB Richard Ellis September 2006 - August 2008
Skills
Recruiting, Human Resources, Employee Relations, Employee Training, Performance Management, Graduate Recruitment, Onboarding, Employee Benefits
Education
Duke University 2002 — 2006
BA, Political Science
Immo Ferdinandt Immo Ferdinandt's Putnam Investments Experience June 2000 - December 2001
Job Energy Consultant
Industry Renewables & Environment
Experience
Independent Agent Solar Consulting June 2015 - Present
Herb Chambers Porsche Boston January 2015 - May 2015
Herb Chambers BMW Boston April 2013 - May 2015
Pineapple Kiss LLC August 2009 - March 2013
Calli Productions Inc August 2003 - 2009
Star Diamond Group, Inc April 2001 - June 2003
Putnam Investments June 2000 - December 2001
Skills
Spanish, German, English, Corporate Communications, Market Research, Marketing, Mac, Sound, Multimedia, Final Cut Pro, InDesign, Photoshop, QuarkXPress, Microsoft Office, Teamwork, Research, Event Management, New Business Development, Strategic Planning, Public Relations, Public Speaking, Management, Integrated Marketing, Event Planning, Marketing Communications
Education
Harvard Extension School 2002 — 2002
Certificate, Communications in Business
Emerson College 1999 — 2001
Master, Integrated Marketing Communications
Tecnológico de Monterrey 1991 — 1995
Bachelor, Marketing
Independent Agent Solar Consulting June 2015 - Present
Herb Chambers Porsche Boston January 2015 - May 2015
Herb Chambers BMW Boston April 2013 - May 2015
Pineapple Kiss LLC August 2009 - March 2013
Calli Productions Inc August 2003 - 2009
Star Diamond Group, Inc April 2001 - June 2003
Putnam Investments June 2000 - December 2001
Skills
Spanish, German, English, Corporate Communications, Market Research, Marketing, Mac, Sound, Multimedia, Final Cut Pro, InDesign, Photoshop, QuarkXPress, Microsoft Office, Teamwork, Research, Event Management, New Business Development, Strategic Planning, Public Relations, Public Speaking, Management, Integrated Marketing, Event Planning, Marketing Communications
Education
Harvard Extension School 2002 — 2002
Certificate, Communications in Business
Emerson College 1999 — 2001
Master, Integrated Marketing Communications
Tecnológico de Monterrey 1991 — 1995
Bachelor, Marketing
Al Pierson's Putnam Investments Experience 1988 - 1999
Job Now Retired Seeburger/Gentran EDI consulting
Industry Computer Software
Experience
Al Pierson August 2010 - September 2012
Waters Corp June 2000 - August 2010
Shym Technology, Inc May 2000 - June 2000
CORPORATE SOFTWARE & TECHNOLOGY, INC January 1999 - January 2000
Putnam Investments 1988 - 1999
Skills
Smartforms, SAPScript, SAP R/3, SD, Seeburger and Gentran..., ABAP, SAP, EDI, Problem Solving, IDOC, BAPI, ALV, RFC, Project Implementation, BDC, SAP Development, ERP, Exits, X12, Excel, SAP Authorisations, Databases, Microsoft Excel, SAP ERP
Education
Honeywell Institute 1972 — 1973
Certificate, Computer Programming and Management
Eastern Nazarene College 1964 — 1969
BA, History
Northeastern University
MA, History
Al Pierson August 2010 - September 2012
Waters Corp June 2000 - August 2010
Shym Technology, Inc May 2000 - June 2000
CORPORATE SOFTWARE & TECHNOLOGY, INC January 1999 - January 2000
Putnam Investments 1988 - 1999
Skills
Smartforms, SAPScript, SAP R/3, SD, Seeburger and Gentran..., ABAP, SAP, EDI, Problem Solving, IDOC, BAPI, ALV, RFC, Project Implementation, BDC, SAP Development, ERP, Exits, X12, Excel, SAP Authorisations, Databases, Microsoft Excel, SAP ERP
Education
Honeywell Institute 1972 — 1973
Certificate, Computer Programming and Management
Eastern Nazarene College 1964 — 1969
BA, History
Northeastern University
MA, History
Robyn LaRaia's Putnam Investments Experience 1992 - 1999
Job Officer at State Street Bank
Industry Financial Services
Experience
State Street Bank June 2011 - Present
ING September 2006 - November 2010
ING January 2002 - August 2006
JOHN HANCOCK SIGNATURE SERVICES January 2000 - January 2001
STATE STREET GLOBAL ADVISORS January 1999 - January 2000
Putnam Investments 1992 - 1999
Skills
Project Management, Software Documentation, Training, Quality Assurance, Employee Benefits, Fundraising, Photography, 401k, Presentations, Analytics, Account Reconciliation, Continuous Improvement, PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Social Networking, System Testing, Strategic Planning, PMO
Education
Eastern Nazarene College
BA, Management
State Street Bank June 2011 - Present
ING September 2006 - November 2010
ING January 2002 - August 2006
JOHN HANCOCK SIGNATURE SERVICES January 2000 - January 2001
STATE STREET GLOBAL ADVISORS January 1999 - January 2000
Putnam Investments 1992 - 1999
Skills
Project Management, Software Documentation, Training, Quality Assurance, Employee Benefits, Fundraising, Photography, 401k, Presentations, Analytics, Account Reconciliation, Continuous Improvement, PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Social Networking, System Testing, Strategic Planning, PMO
Education
Eastern Nazarene College
BA, Management
Joe Brophy's Putnam Investments Experience 1990 - 1996
Job IT Professional
Industry Individual & Family Services
Experience
EMC Corporation January 2012 - April 2014
Fidelity Investments 1996 - 2009
Putnam Investments 1990 - 1996
State Street Bank 1988 - 1990
Northrop Grumman Corporation January 1985 - May 1987
Skills
Analysis, Business Requirements, Team Building, Budgets, Business Analysis, Project Planning, Quality Assurance, DB2, Financial Services, Leadership, SDLC, SQL, Systems Analysis, COBOL
Education
Eastern Nazarene College 1994 — 1996
yes, Business Administration
EMC Corporation January 2012 - April 2014
Fidelity Investments 1996 - 2009
Putnam Investments 1990 - 1996
State Street Bank 1988 - 1990
Northrop Grumman Corporation January 1985 - May 1987
Skills
Analysis, Business Requirements, Team Building, Budgets, Business Analysis, Project Planning, Quality Assurance, DB2, Financial Services, Leadership, SDLC, SQL, Systems Analysis, COBOL
Education
Eastern Nazarene College 1994 — 1996
yes, Business Administration
Dawn Oates Dawn Oates's Putnam Investments Experience 2000 - 2005
Job President & Founder, The Play Brigade
Industry Nonprofit Organization Management
Experience
Goodwin Procter LLP February 2007 - March 2010
The Pohly Company April 2006 - February 2007
Boston magazine 2003 - 2007
Emerson College 2001 - 2007
The Apprentice 2005 - 2005
Putnam Investments 2000 - 2005
Berklee College of Music 1994 - 2000
US Concepts 1995 - 1999
ComputerWorld 1998 - 1998
FitzGerald Communications 1994 - 1995
Skills
Internal Communications, Public Relations, Strategic Communications, Marketing Communications, Corporate Communications, New Media, Marketing, Media Relations, Event Planning, Crisis Communications, Social Media, Advertising, Editing, Press Releases, Social Media Marketing, Public Speaking, Publishing, Project Management
Education
Syracuse University, S.I. Newhouse School of Public Communications 1990 — 1994
B.S., Dual: Public Relations/Psychology
Emerson College 2001 — 2003
MFA, Writing, Literature and Publishing
S.I. Newhouse School of Public Communications at Syracuse University 1990 — 1994
Bachelor’s Degree, Public Relations, Psychology
Dighton-Rehoboth 1986 — 1990
Bachelor of Science (BS) and Master of Fine Arts (MFA)
Goodwin Procter LLP February 2007 - March 2010
The Pohly Company April 2006 - February 2007
Boston magazine 2003 - 2007
Emerson College 2001 - 2007
The Apprentice 2005 - 2005
Putnam Investments 2000 - 2005
Berklee College of Music 1994 - 2000
US Concepts 1995 - 1999
ComputerWorld 1998 - 1998
FitzGerald Communications 1994 - 1995
Skills
Internal Communications, Public Relations, Strategic Communications, Marketing Communications, Corporate Communications, New Media, Marketing, Media Relations, Event Planning, Crisis Communications, Social Media, Advertising, Editing, Press Releases, Social Media Marketing, Public Speaking, Publishing, Project Management
Education
Syracuse University, S.I. Newhouse School of Public Communications 1990 — 1994
B.S., Dual: Public Relations/Psychology
Emerson College 2001 — 2003
MFA, Writing, Literature and Publishing
S.I. Newhouse School of Public Communications at Syracuse University 1990 — 1994
Bachelor’s Degree, Public Relations, Psychology
Dighton-Rehoboth 1986 — 1990
Bachelor of Science (BS) and Master of Fine Arts (MFA)
Steven Ridgway Steven Ridgway's Putnam Investments Experience 2000 - 2005
Job Seasoned Learning & Development Specialist
Industry Human Resources
Experience
ACI Worldwide 2010 - 2014
Mercer 2005 - 2009
Putnam Investments 2000 - 2005
Putnam Investments 1998 - 2000
Fleet Bank 1994 - 1998
Skills
Curriculum Design, Curriculum Development, Curriculum Innovation, Project Management, Workshop Facilitation, Training Facilitation, Program Facilitation, ms office, Camtasia, Captivate, Instructional Design, Training, Microsoft Office, Change Management, Leadership Development, E-Learning
Education
Suffolk University
Bachelor of Science, Journalism
Emmanuel College
Master, Human Resource Management
ACI Worldwide 2010 - 2014
Mercer 2005 - 2009
Putnam Investments 2000 - 2005
Putnam Investments 1998 - 2000
Fleet Bank 1994 - 1998
Skills
Curriculum Design, Curriculum Development, Curriculum Innovation, Project Management, Workshop Facilitation, Training Facilitation, Program Facilitation, ms office, Camtasia, Captivate, Instructional Design, Training, Microsoft Office, Change Management, Leadership Development, E-Learning
Education
Suffolk University
Bachelor of Science, Journalism
Emmanuel College
Master, Human Resource Management
Averil Svahn, PMP Averil Svahn, PMP's Putnam Investments Experience February 1987 - November 1992
Job Project Leader at Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman January 2014 - Present
Brown Brothers Harriman May 2011 - January 2014
LeapFrog Systems October 2010 - January 2014
Boston Financial Data Services October 2010 - April 2011
Fidelity Investments November 1992 - April 2010
Putnam Investments February 1987 - November 1992
Boston Financial Data Services August 1986 - February 1987
Skills
SDLC, Program Management, Process Improvement, Project Management, PMP, Management, Leadership, Team Building, Quality Assurance, Vendor Management, Business Analysis, Software Project..., Budgets, Financial Services, Project Portfolio..., Relationship Management
Education
Denison University 1982 — 1986
BA Economics, Economics and Spanish
Winchester High School
Brown Brothers Harriman January 2014 - Present
Brown Brothers Harriman May 2011 - January 2014
LeapFrog Systems October 2010 - January 2014
Boston Financial Data Services October 2010 - April 2011
Fidelity Investments November 1992 - April 2010
Putnam Investments February 1987 - November 1992
Boston Financial Data Services August 1986 - February 1987
Skills
SDLC, Program Management, Process Improvement, Project Management, PMP, Management, Leadership, Team Building, Quality Assurance, Vendor Management, Business Analysis, Software Project..., Budgets, Financial Services, Project Portfolio..., Relationship Management
Education
Denison University 1982 — 1986
BA Economics, Economics and Spanish
Winchester High School
Alexandra Parese's Putnam Investments Experience June 2015 - Present
Job Regional Marketing Associate Internal Wholesaler
Industry Financial Services
Experience
Putnam Investments June 2015 - Present
Putnam Investments February 2015 - June 2015
Legg Mason August 2012 - January 2015
Legg Mason June 2012 - August 2012
North Shore Chamber of Commerce September 2011 - December 2011
Morgan Stanley Smith Barney January 2010 - February 2010
WEBE 108 Radio Station January 2009 - February 2009
Skills
Series 7, Series 63, Microsoft Office, Salesforce.com
Education
Endicott College 2008 — 2012
Bachelor of Science, Marketing Communication, Business
American Institute for Foreign Study (AIFS): Universitat de Autónoma de Barcelona
Coursework, Spanish
Florence University of the Arts
Wilton High School 2004 — 2008
Putnam Investments June 2015 - Present
Putnam Investments February 2015 - June 2015
Legg Mason August 2012 - January 2015
Legg Mason June 2012 - August 2012
North Shore Chamber of Commerce September 2011 - December 2011
Morgan Stanley Smith Barney January 2010 - February 2010
WEBE 108 Radio Station January 2009 - February 2009
Skills
Series 7, Series 63, Microsoft Office, Salesforce.com
Education
Endicott College 2008 — 2012
Bachelor of Science, Marketing Communication, Business
American Institute for Foreign Study (AIFS): Universitat de Autónoma de Barcelona
Coursework, Spanish
Florence University of the Arts
Wilton High School 2004 — 2008
Graham Hurlburt's Putnam Investments Experience August 2001 - February 2004
Job Assistant Manager at West Marine
Industry Information Services
Experience
West Marine March 2005 - Present
Kumon February 2004 - October 2012
Putnam Investments August 2001 - February 2004
Ciber March 2000 - August 2001
SunGard March 1994 - March 2000
American Research & Management August 1986 - March 1994
State Street June 1983 - August 1986
Thompson Consultants, Inc. September 1981 - June 1983
Skills
Teaching, Coaching, Business Strategy, Public Speaking, Strategic Planning, Marketing, Social Media, Leadership, Microsoft Excel, Customer Service, Management, Research, Sales, Microsoft Office
Education
New England College 1977 — 1980
Bachelor of Arts (BA), Business Administration and Management, General
Duke University 1975 — 1977
Economics
West Marine March 2005 - Present
Kumon February 2004 - October 2012
Putnam Investments August 2001 - February 2004
Ciber March 2000 - August 2001
SunGard March 1994 - March 2000
American Research & Management August 1986 - March 1994
State Street June 1983 - August 1986
Thompson Consultants, Inc. September 1981 - June 1983
Skills
Teaching, Coaching, Business Strategy, Public Speaking, Strategic Planning, Marketing, Social Media, Leadership, Microsoft Excel, Customer Service, Management, Research, Sales, Microsoft Office
Education
New England College 1977 — 1980
Bachelor of Arts (BA), Business Administration and Management, General
Duke University 1975 — 1977
Economics
Max Dufour (maxd@alumni.duke.edu) Max Dufour (maxd@alumni.duke.edu)'s Putnam Investments Experience August 2014 - Present
Job Digital Strategy Advisor
Industry Venture Capital & Private Equity
Experience
Harmeda September 2007 - Present
Putnam Investments August 2014 - Present
General Atlantic November 2012 - July 2014
SunGard Global Services October 2006 - November 2012
CMGI - Moduslink August 2004 - September 2006
Bearingpoint (formerly KPMG Consulting, KPMG LLP and now Deloitte) December 2000 - August 2004
Fidelity Investments March 1999 - December 2000
Skills
IT Strategy, Strategy, Risk Management, Change Management, Program Management, Portfolio Management, Management Consulting, Mergers & Acquisitions, Integration, Business Process, Business Transformation, Mergers, Strategic Partnerships, Business Intelligence, Project Management, Agile, Executive Management, Consulting, Restructuring, Process Improvement, Management, Business Strategy, PMP, Private Equity, Six Sigma, Basel II, Sarbanes-Oxley Act, Financial Services, Start-ups, Investment Banking, Venture Capital, Operational Excellence, Business Analysis, Investments, Leadership, Divestiture, Merger, Acquisition, Black Belt, SOX, Business Process..., PMO, Corporate Finance, Investment, Lean, Strategy Formulation, CRM, Entrepreneurship, French, Corporate Advisory
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA, Finance
Harvard University 1999 — 2000
Graduate Classes, IT
Northeastern University 1999 — 1999
BA, International Business
NEOMA Business School 1995 — 1999
BA, Management
Harmeda September 2007 - Present
Putnam Investments August 2014 - Present
General Atlantic November 2012 - July 2014
SunGard Global Services October 2006 - November 2012
CMGI - Moduslink August 2004 - September 2006
Bearingpoint (formerly KPMG Consulting, KPMG LLP and now Deloitte) December 2000 - August 2004
Fidelity Investments March 1999 - December 2000
Skills
IT Strategy, Strategy, Risk Management, Change Management, Program Management, Portfolio Management, Management Consulting, Mergers & Acquisitions, Integration, Business Process, Business Transformation, Mergers, Strategic Partnerships, Business Intelligence, Project Management, Agile, Executive Management, Consulting, Restructuring, Process Improvement, Management, Business Strategy, PMP, Private Equity, Six Sigma, Basel II, Sarbanes-Oxley Act, Financial Services, Start-ups, Investment Banking, Venture Capital, Operational Excellence, Business Analysis, Investments, Leadership, Divestiture, Merger, Acquisition, Black Belt, SOX, Business Process..., PMO, Corporate Finance, Investment, Lean, Strategy Formulation, CRM, Entrepreneurship, French, Corporate Advisory
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA, Finance
Harvard University 1999 — 2000
Graduate Classes, IT
Northeastern University 1999 — 1999
BA, International Business
NEOMA Business School 1995 — 1999
BA, Management
Amy Detwiler Amy Detwiler's Putnam Investments Experience May 1998 - June 1999
Job Sr. Auditor at Xerox
Industry Accounting
Experience
Xerox January 2015 - Present
Xerox June 2012 - January 2015
OptumInsight November 2006 - June 2012
AIM Healthcare August 2002 - November 2006
Fidelity Investments March 2002 - July 2002
Fidelity Investments January 2001 - March 2002
Deutsche Bank June 1999 - November 2000
Putnam Investments May 1998 - June 1999
Skills
Accounting, Account Reconciliation, General Ledger, Auditing, Process Improvement, Access, Analysis, Accounts Receivable, Microsoft Excel, Due Diligence, Banking, Financial Analysis, Financial Reporting, Forecasting, Financial Statements, PeopleSoft, Budgets, Outlook, Team Leadership
Education
Trevecca Nazarene University 2005 — 2007
MBA
Eastern Nazarene College 1995 — 1999
BA, Business Admin./Accounting
Southern NH University
Xerox January 2015 - Present
Xerox June 2012 - January 2015
OptumInsight November 2006 - June 2012
AIM Healthcare August 2002 - November 2006
Fidelity Investments March 2002 - July 2002
Fidelity Investments January 2001 - March 2002
Deutsche Bank June 1999 - November 2000
Putnam Investments May 1998 - June 1999
Skills
Accounting, Account Reconciliation, General Ledger, Auditing, Process Improvement, Access, Analysis, Accounts Receivable, Microsoft Excel, Due Diligence, Banking, Financial Analysis, Financial Reporting, Forecasting, Financial Statements, PeopleSoft, Budgets, Outlook, Team Leadership
Education
Trevecca Nazarene University 2005 — 2007
MBA
Eastern Nazarene College 1995 — 1999
BA, Business Admin./Accounting
Southern NH University
Dave Scalera's Putnam Investments Experience 1996 - 2000
Job Strategic Account Executive at Salesforce
Industry Computer Software
Experience
Salesforce September 2015 - Present
Domo, Inc. April 2014 - August 2015
Acquia December 2012 - March 2014
Bridgeline Digital March 2012 - December 2012
Adobe Systems February 2011 - March 2012
Ektron April 2009 - February 2011
Ektron November 2007 - March 2009
Ektron, Inc. October 2004 - October 2007
Shareholder.com 2001 - 2003
Putnam Investments 1996 - 2000
Skills
Lead Generation, Online Marketing, SaaS, Enterprise Content..., Solution Selling, Online Advertising, CMS, Enterprise Software, Cloud Computing, Digital Marketing, Channel, Professional Services, Strategy, B2B, Content Management, Management, CRM, Channel Partners, Ektron
Education
Eastern Nazarene College 1994 — 1998
Salesforce September 2015 - Present
Domo, Inc. April 2014 - August 2015
Acquia December 2012 - March 2014
Bridgeline Digital March 2012 - December 2012
Adobe Systems February 2011 - March 2012
Ektron April 2009 - February 2011
Ektron November 2007 - March 2009
Ektron, Inc. October 2004 - October 2007
Shareholder.com 2001 - 2003
Putnam Investments 1996 - 2000
Skills
Lead Generation, Online Marketing, SaaS, Enterprise Content..., Solution Selling, Online Advertising, CMS, Enterprise Software, Cloud Computing, Digital Marketing, Channel, Professional Services, Strategy, B2B, Content Management, Management, CRM, Channel Partners, Ektron
Education
Eastern Nazarene College 1994 — 1998
Laura Faelten Dopazo Laura Faelten Dopazo's Putnam Investments Experience September 2011 - January 2012
Job Business Systems Analyst at MFS Investment Management
Industry Information Technology and Services
Experience
MFS Investment Management January 2014 - Present
BNY Mellon January 2012 - January 2014
Putnam Investments September 2011 - January 2012
Manulife Financial/John Hancock May 2011 - August 2011
Boston Financial Data Services January 2011 - May 2011
Omgeo July 2010 - December 2010
Wellington Management September 2009 - January 2010
BlackRock 2006 - 2009
BlackRock, Tokyo Japan (formerly MLIM) 2007 - 2007
State Street Bank 2005 - 2006
Skills
Business Analysis, Fixed Income, Financial Services, Equities, Trading, Requirements Gathering, SDLC, Derivatives, Requirements Analysis, Relationship Management, FX Options, SWIFT messaging, Microsoft Office, Securities, Middle Office, Equity Derivatives, XML, Data Mapping, Functional Requirements, Options, Leadership, Business Requirements, Functional..., Vendor Management, Mutual Funds, Portfolio Management, Hedge Funds, User Acceptance Testing, Settlement, Investments, Banking, Asset Management, Prime Brokerage, Equity Trading, Customer Relations, Corporate Actions, Agile Methodologies, Exchange Traded..., Futures Trading, OTC derivatives, Collateral Management, FpML, Clearing Houses, Project Management, Project Planning
Education
University of Massachusetts at Lowell 2010 — 2013
Certificate Program, Information Technology
Emmanuel College 1990 — 1993
B.A., Political Science/International Relations
MFS Investment Management January 2014 - Present
BNY Mellon January 2012 - January 2014
Putnam Investments September 2011 - January 2012
Manulife Financial/John Hancock May 2011 - August 2011
Boston Financial Data Services January 2011 - May 2011
Omgeo July 2010 - December 2010
Wellington Management September 2009 - January 2010
BlackRock 2006 - 2009
BlackRock, Tokyo Japan (formerly MLIM) 2007 - 2007
State Street Bank 2005 - 2006
Skills
Business Analysis, Fixed Income, Financial Services, Equities, Trading, Requirements Gathering, SDLC, Derivatives, Requirements Analysis, Relationship Management, FX Options, SWIFT messaging, Microsoft Office, Securities, Middle Office, Equity Derivatives, XML, Data Mapping, Functional Requirements, Options, Leadership, Business Requirements, Functional..., Vendor Management, Mutual Funds, Portfolio Management, Hedge Funds, User Acceptance Testing, Settlement, Investments, Banking, Asset Management, Prime Brokerage, Equity Trading, Customer Relations, Corporate Actions, Agile Methodologies, Exchange Traded..., Futures Trading, OTC derivatives, Collateral Management, FpML, Clearing Houses, Project Management, Project Planning
Education
University of Massachusetts at Lowell 2010 — 2013
Certificate Program, Information Technology
Emmanuel College 1990 — 1993
B.A., Political Science/International Relations
O'Rourke Nancy's Putnam Investments Experience October 2002 - May 2003
Job Accounts Payable Coordinator at Consigli Construction
Industry Construction
Experience
Consigli Construction Co. Inc October 2003 - Present
Staples Corporation February 2003 - July 2003
Putnam Investments October 2002 - May 2003
EMC Corporation January 2001 - June 2002
Brooks Pharmacy January 1970 - January 2001
Skills
Timberline, Accounts Payable, Construction, Customer Relations, Accounting, Invoicing, Outlook, Excel, Word, Customer Service, Inventory Management, Expenses, Lotus Notes, QuickBooks, Payroll, Contract Negotiation, Process Scheduler, Account Reconciliation, Management, Bank Reconciliation, Sage, Microsoft Excel
Education
Emmanuel College
Bachelor, Science
Emmanuel College
Consigli Construction Co. Inc October 2003 - Present
Staples Corporation February 2003 - July 2003
Putnam Investments October 2002 - May 2003
EMC Corporation January 2001 - June 2002
Brooks Pharmacy January 1970 - January 2001
Skills
Timberline, Accounts Payable, Construction, Customer Relations, Accounting, Invoicing, Outlook, Excel, Word, Customer Service, Inventory Management, Expenses, Lotus Notes, QuickBooks, Payroll, Contract Negotiation, Process Scheduler, Account Reconciliation, Management, Bank Reconciliation, Sage, Microsoft Excel
Education
Emmanuel College
Bachelor, Science
Emmanuel College
Nathan McDonald Nathan McDonald's Putnam Investments Experience June 2007 - June 2008
Job Business Analyst at Compliance Technologies International, LLP
Industry Electrical/Electronic Manufacturing
Experience
Compliance Technologies International, LLP May 2014 - Present
Bennett International Group December 2012 - March 2014
Triple S Machine Shop June 2012 - September 2012
Osram Sylvania November 2010 - May 2012
Yankee Alliance September 2008 - November 2010
Putnam Investments June 2007 - June 2008
Napoli Group LLP September 2005 - April 2006
Skills
Analysis, Benchmarking, Transportation, SAP, Access, Microsoft Excel, Competitive Analysis, Management, Customer Service, Strategic Planning, Financial Analysis, Market Research, Leadership, Outlook, PowerPoint, Accounting, Microsoft Office, Supply Chain, Manufacturing
Education
Suffolk University - Sawyer School of Management 2006 — 2008
Bachelors, Finance, Information Systems, 3.6 GPA
Drexel University 2004 — 2006
Transfered, Accounting and Finance
Pentucket 2000 — 2004
High School Diploma, Business Administration and Management, General
Compliance Technologies International, LLP May 2014 - Present
Bennett International Group December 2012 - March 2014
Triple S Machine Shop June 2012 - September 2012
Osram Sylvania November 2010 - May 2012
Yankee Alliance September 2008 - November 2010
Putnam Investments June 2007 - June 2008
Napoli Group LLP September 2005 - April 2006
Skills
Analysis, Benchmarking, Transportation, SAP, Access, Microsoft Excel, Competitive Analysis, Management, Customer Service, Strategic Planning, Financial Analysis, Market Research, Leadership, Outlook, PowerPoint, Accounting, Microsoft Office, Supply Chain, Manufacturing
Education
Suffolk University - Sawyer School of Management 2006 — 2008
Bachelors, Finance, Information Systems, 3.6 GPA
Drexel University 2004 — 2006
Transfered, Accounting and Finance
Pentucket 2000 — 2004
High School Diploma, Business Administration and Management, General
Jan Boer Jan Boer's Putnam Investments Experience 2000 - 2005
Job CTO at Novaranda
Industry Information Technology and Services
Experience
Novaranda 2014 - Present
Fidelity Investments 2012 - 2014
Brinkman Trans-Holland 2008 - 2013
Convexity Capital Management LP 2005 - 2011
Putnam Investments 2000 - 2005
Exchange Applications 1997 - 2000
Unisys 1994 - 1997
Concord Communications 1992 - 1994
Boston Water & Sewer Commission 1991 - 1993
Atex 1985 - 1990
Skills
Enterprise Architecture, SDLC, Enterprise Software, Java Enterprise Edition, Data Warehousing, Software Engineering, Program Management, SOA, Software Development, Java, Scrum, Agile Methodologies, Financial Services, XML, Unix, CRM, Business Intelligence, UML, Outsourcing, Strategy, Start-ups
Education
Harvard Extension School 2007 — 2011
Eindhoven University of Technology
Candidate Ph.D. [ABD], Electrical Engineering
Openbaar Lyceum Schoonoord te Zeist
Novaranda 2014 - Present
Fidelity Investments 2012 - 2014
Brinkman Trans-Holland 2008 - 2013
Convexity Capital Management LP 2005 - 2011
Putnam Investments 2000 - 2005
Exchange Applications 1997 - 2000
Unisys 1994 - 1997
Concord Communications 1992 - 1994
Boston Water & Sewer Commission 1991 - 1993
Atex 1985 - 1990
Skills
Enterprise Architecture, SDLC, Enterprise Software, Java Enterprise Edition, Data Warehousing, Software Engineering, Program Management, SOA, Software Development, Java, Scrum, Agile Methodologies, Financial Services, XML, Unix, CRM, Business Intelligence, UML, Outsourcing, Strategy, Start-ups
Education
Harvard Extension School 2007 — 2011
Eindhoven University of Technology
Candidate Ph.D. [ABD], Electrical Engineering
Openbaar Lyceum Schoonoord te Zeist
Christine C. Magnan, QKA Christine C. Magnan, QKA's Putnam Investments Experience December 2002 - January 2005
Job Plan Admininstrator, Payroll at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Investments April 2015 - Present
New York Life Retirement Plan Services September 2005 - April 2015
Mercer HRS (formerly Putnam Investments Retirement Plan Services) January 2005 - September 2005
Putnam Investments December 2002 - January 2005
Guaranty Fund Management Services 1985 - 1994
The Hartford Insurance Group February 1988 - November 1988
Skills
Insurance, Benefits Administration, Series 63, Series 7, 401k, Employee Benefits, Retirement, Pensions, Mutual Funds, Payroll, Financial Services, Investments, ERISA, Series 6, Securities
Education
Emmanuel College 1983 — 1987
B.A., Foreign Languages
Université Laval 1986 — 1986
French
John Hancock Investments April 2015 - Present
New York Life Retirement Plan Services September 2005 - April 2015
Mercer HRS (formerly Putnam Investments Retirement Plan Services) January 2005 - September 2005
Putnam Investments December 2002 - January 2005
Guaranty Fund Management Services 1985 - 1994
The Hartford Insurance Group February 1988 - November 1988
Skills
Insurance, Benefits Administration, Series 63, Series 7, 401k, Employee Benefits, Retirement, Pensions, Mutual Funds, Payroll, Financial Services, Investments, ERISA, Series 6, Securities
Education
Emmanuel College 1983 — 1987
B.A., Foreign Languages
Université Laval 1986 — 1986
French
Matthew Greeley Matthew Greeley's Putnam Investments Experience October 2004 - October 2005
Job Compliance Consultant
Industry Financial Services
Experience
MFS Investment Management September 2014 - January 2015
Fidelity Investments July 2013 - June 2014
Make A Wish Foundation 2006 - 2014
Wells Capital Management November 2012 - July 2013
Loomis, Sayles & Company April 2012 - August 2012
STATE STREET CORPORATION November 2011 - June 2012
RBS CITIZENS May 2010 - January 2011
FIDELITY INVESTMENTS April 2007 - November 2008
REAL ESTATE DATABASES April 2006 - April 2007
PUTNAM INVESTMENTS October 2004 - October 2005
Skills
Compliance, 401k, Risk, Mutual Funds, Securities, Asset Management, Banking, Risk Analysis, Operational Risk..., Due Diligence, Asset Managment, Financial Risk, Financial Services, Anti Money Laundering
Education
New England College of Business and Finance 2011 — 2012
Masters of Science, Business
Embry-Riddle Aeronautical University 1995 — 1999
Bachelors of Science, Aeronautical Science
MFS Investment Management September 2014 - January 2015
Fidelity Investments July 2013 - June 2014
Make A Wish Foundation 2006 - 2014
Wells Capital Management November 2012 - July 2013
Loomis, Sayles & Company April 2012 - August 2012
STATE STREET CORPORATION November 2011 - June 2012
RBS CITIZENS May 2010 - January 2011
FIDELITY INVESTMENTS April 2007 - November 2008
REAL ESTATE DATABASES April 2006 - April 2007
PUTNAM INVESTMENTS October 2004 - October 2005
Skills
Compliance, 401k, Risk, Mutual Funds, Securities, Asset Management, Banking, Risk Analysis, Operational Risk..., Due Diligence, Asset Managment, Financial Risk, Financial Services, Anti Money Laundering
Education
New England College of Business and Finance 2011 — 2012
Masters of Science, Business
Embry-Riddle Aeronautical University 1995 — 1999
Bachelors of Science, Aeronautical Science
Brian Drew, CFA Brian Drew, CFA's Putnam Investments Experience April 2002 - August 2007
Job Director of Operations at PhaseCapital LP
Industry Financial Services
Experience
PhaseCapital LP May 2009 - Present
Harvard management company August 2007 - April 2009
Putnam Investments April 2002 - August 2007
Skills
Hedge Funds, Fixed Income, Bloomberg, Equities, Alternative Investments, Mutual Funds, Derivatives, Portfolio Management, Financial Modeling, Asset Managment, Capital Markets, Investments, Credit Derivatives, Valuation, Fund Accounting, Asset Management, Investment Management, Asset Allocation, Options
Education
Fairfield University 1997 — 2001
BS, Finance
Cathedral High School
PhaseCapital LP May 2009 - Present
Harvard management company August 2007 - April 2009
Putnam Investments April 2002 - August 2007
Skills
Hedge Funds, Fixed Income, Bloomberg, Equities, Alternative Investments, Mutual Funds, Derivatives, Portfolio Management, Financial Modeling, Asset Managment, Capital Markets, Investments, Credit Derivatives, Valuation, Fund Accounting, Asset Management, Investment Management, Asset Allocation, Options
Education
Fairfield University 1997 — 2001
BS, Finance
Cathedral High School
Lindsay Seward Lindsay Seward's Putnam Investments Experience April 1998 - June 2007
Job Managing Director, Client Portfolio Manager
Industry Financial Services
Experience
Wellington Management June 2007 - Present
Putnam Investments April 1998 - June 2007
Skills
Asset Allocation, Mutual Funds, Investments
Education
Eckerd College 1986 — 1990
Wellington Management June 2007 - Present
Putnam Investments April 1998 - June 2007
Skills
Asset Allocation, Mutual Funds, Investments
Education
Eckerd College 1986 — 1990
Aaron Burke Aaron Burke's Putnam Investments Experience January 2000 - March 2003
Job Income Systems Manager at Eaton Vance
Industry Information Technology and Services
Experience
Eaton Vance November 2014 - Present
Eaton Vance November 2013 - October 2014
EATON VANCE June 2010 - November 2013
Fidessa LatentZero January 2009 - May 2010
Pioneer Investments May 2008 - January 2009
Latentzero September 2006 - April 2008
LOOMIS SAYLES April 2003 - August 2006
Putnam Investments January 2000 - March 2003
Skills
Bloomberg, Excel, SQL, Word, PowerPoint, CRD, Equities, FX, Fixed Income, Derivatives, Customer Relations, Business Analysis, SQL Server, Microsoft Office, Asset Management, Compliance, Operating Systems, Windows, Problem Solving, Trading Systems, Analysis, Order Management, .NET, Microsoft Excel, FX Options, Software Documentation, Databases, Data Analysis
Education
Endicott College 2002 — 2003
MBA
University of Massachusetts, Amherst 1996 — 2000
B.S
Thayer Academy 1990 — 1992
canton high
Eaton Vance November 2014 - Present
Eaton Vance November 2013 - October 2014
EATON VANCE June 2010 - November 2013
Fidessa LatentZero January 2009 - May 2010
Pioneer Investments May 2008 - January 2009
Latentzero September 2006 - April 2008
LOOMIS SAYLES April 2003 - August 2006
Putnam Investments January 2000 - March 2003
Skills
Bloomberg, Excel, SQL, Word, PowerPoint, CRD, Equities, FX, Fixed Income, Derivatives, Customer Relations, Business Analysis, SQL Server, Microsoft Office, Asset Management, Compliance, Operating Systems, Windows, Problem Solving, Trading Systems, Analysis, Order Management, .NET, Microsoft Excel, FX Options, Software Documentation, Databases, Data Analysis
Education
Endicott College 2002 — 2003
MBA
University of Massachusetts, Amherst 1996 — 2000
B.S
Thayer Academy 1990 — 1992
canton high
Laura L. (Burke) Studley's Putnam Investments Experience December 2002 - May 2003
Job Manager, Consultant at BEAM Interactive & Relationship Marketing
Industry Marketing and Advertising
Experience
BEAM Interactive & Relationship Marketing November 2007 - Present
Emerson College: Boston, MA, USA September 2007 - May 2008
Mercer February 2005 - June 2007
Putnam Investments/ Mercer May 2003 - February 2005
Putnam Investments December 2002 - May 2003
European Parliament August 2002 - December 2002
Skills
Strategy, Program Management, Marketing, Brand Management
Education
Academy of Notre Dame
Emerson College
Middlebury College
BA
BEAM Interactive & Relationship Marketing November 2007 - Present
Emerson College: Boston, MA, USA September 2007 - May 2008
Mercer February 2005 - June 2007
Putnam Investments/ Mercer May 2003 - February 2005
Putnam Investments December 2002 - May 2003
European Parliament August 2002 - December 2002
Skills
Strategy, Program Management, Marketing, Brand Management
Education
Academy of Notre Dame
Emerson College
Middlebury College
BA
Rob Battaglia's Putnam Investments Experience April 2008 - February 2009
Job ☁ Transforming Enterprise Marketing @ HubSpot ☁
Industry Internet
Experience
HubSpot August 2013 - Present
HubSpot January 2013 - July 2013
HubSpot August 2012 - December 2012
HubSpot June 2011 - July 2012
HubSpot November 2010 - May 2011
HubSpot May 2010 - October 2010
Salary.com (acquired by Kenexa, now IBM) September 2009 - April 2010
Putnam Investments April 2008 - February 2009
Putnam Investments August 2007 - March 2008
Putnam Investments June 2006 - July 2007
Skills
Inbound Marketing, Enterprise Marketing, Inbound Lead Generation, Marketing Automation, E-commerce, Salesforce.com, HubSpot, SEO, Lead Generation, Lead Scoring, Sales & Marketing..., Email Marketing, Demand Generation, Lead Management, Web Analytics, PPC, SaaS, Social Media, Facebook, LinkedIn, Twitter, Keyword Research, Landing Page..., A/B testing, Blogging, Content Development, Corporate Blogging, Social Media Marketing, Conversion Optimization, Behavioral Targeting, Online Marketing, New Business Development, Google Adwords, Marketing Strategy, Online Lead Generation, Marketing Communications, Web 2.0, Campaign Management, CMS, Online Advertising, Selling, Business Development, Cold Calling, Marketing, Sales Operations, Sales Process, Enterprise Software, Sales
Education
Endicott College 2003 — 2007
B.S.B.A, Financial Management
HubSpot August 2013 - Present
HubSpot January 2013 - July 2013
HubSpot August 2012 - December 2012
HubSpot June 2011 - July 2012
HubSpot November 2010 - May 2011
HubSpot May 2010 - October 2010
Salary.com (acquired by Kenexa, now IBM) September 2009 - April 2010
Putnam Investments April 2008 - February 2009
Putnam Investments August 2007 - March 2008
Putnam Investments June 2006 - July 2007
Skills
Inbound Marketing, Enterprise Marketing, Inbound Lead Generation, Marketing Automation, E-commerce, Salesforce.com, HubSpot, SEO, Lead Generation, Lead Scoring, Sales & Marketing..., Email Marketing, Demand Generation, Lead Management, Web Analytics, PPC, SaaS, Social Media, Facebook, LinkedIn, Twitter, Keyword Research, Landing Page..., A/B testing, Blogging, Content Development, Corporate Blogging, Social Media Marketing, Conversion Optimization, Behavioral Targeting, Online Marketing, New Business Development, Google Adwords, Marketing Strategy, Online Lead Generation, Marketing Communications, Web 2.0, Campaign Management, CMS, Online Advertising, Selling, Business Development, Cold Calling, Marketing, Sales Operations, Sales Process, Enterprise Software, Sales
Education
Endicott College 2003 — 2007
B.S.B.A, Financial Management
Elizabeth (Carruthers) Seitz's Putnam Investments Experience June 1998 - February 2003
Job Operations Analyst
Industry Financial Services
Experience
Eagle Investment Systems January 2007 - Present
Eagle Investment Systems March 2003 - December 2006
Putnam Investments June 1998 - February 2003
Skills
Analysis, Business Analysis, Strategy, Management, Recruiting, Financial Services, Fixed Income, Equities
Education
Eastern Nazarene College 1999 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Eagle Investment Systems January 2007 - Present
Eagle Investment Systems March 2003 - December 2006
Putnam Investments June 1998 - February 2003
Skills
Analysis, Business Analysis, Strategy, Management, Recruiting, Financial Services, Fixed Income, Equities
Education
Eastern Nazarene College 1999 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Nicole Glynn Nicole Glynn's Putnam Investments Experience July 2013 - December 2013
Job UK Marketing Coop
Industry Marketing and Advertising
Experience
Constant Contact July 2015 - Present
Grillo's Pickles January 2015 - June 2015
Constant Contact July 2014 - December 2014
Putnam Investments July 2013 - December 2013
The Etiquette Academy of New England October 2012 - May 2013
Trade Automotive Inc. June 2008 - August 2011
Skills
Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Marketing, Constant Contact, Newsletters, Management, Time Management, Data Entry, Administration, Social Networking, Salesforce.com, Organization, Email Marketing, Morningstar Direct, Aprimo, Survey Research, Marketing Management, Citrix, Webinars, Marketing Event Planning
Education
Northeastern University 2012 — 2016
Marketing, Junior
Emmanuel College 2011 — 2012
Accounting
Constant Contact July 2015 - Present
Grillo's Pickles January 2015 - June 2015
Constant Contact July 2014 - December 2014
Putnam Investments July 2013 - December 2013
The Etiquette Academy of New England October 2012 - May 2013
Trade Automotive Inc. June 2008 - August 2011
Skills
Social Media, Microsoft Excel, PowerPoint, Microsoft Word, Marketing, Constant Contact, Newsletters, Management, Time Management, Data Entry, Administration, Social Networking, Salesforce.com, Organization, Email Marketing, Morningstar Direct, Aprimo, Survey Research, Marketing Management, Citrix, Webinars, Marketing Event Planning
Education
Northeastern University 2012 — 2016
Marketing, Junior
Emmanuel College 2011 — 2012
Accounting
Kevin Doherty's Putnam Investments Experience May 2008 - October 2009
Job Course Consultant at Pearson North America
Industry Publishing
Experience
Pearson North America July 2013 - Present
Pearson North America November 2011 - Present
Pearson Education November 2008 - December 2011
Putnam Investments May 2008 - October 2009
Putnam Investments October 2007 - April 2008
Skills
Microsoft Office, Recruiting, Customer Service, Coaching, Oracle HR, Oracle Reports, Ceridian Payroll System, Jobs2Web, iCIMS, Kenexa, Siebel, LinkedIn, Social Media, Onboarding, Lead Generation, Sales, Negotiation, Compensation & Benefit, Dispute Resolution, Event Planning, Real Estate, Marketing, Cold Calling, Leadership Development, Program Management, Publishing, Management
Education
Emmanuel College 2009 — 2012
MS, Management/HRM
UNIVERSITY OF MASSACHUSETTS DARTMOUTH 2002 — 2006
BS, Management
Algonquin Regional High School
Pearson North America July 2013 - Present
Pearson North America November 2011 - Present
Pearson Education November 2008 - December 2011
Putnam Investments May 2008 - October 2009
Putnam Investments October 2007 - April 2008
Skills
Microsoft Office, Recruiting, Customer Service, Coaching, Oracle HR, Oracle Reports, Ceridian Payroll System, Jobs2Web, iCIMS, Kenexa, Siebel, LinkedIn, Social Media, Onboarding, Lead Generation, Sales, Negotiation, Compensation & Benefit, Dispute Resolution, Event Planning, Real Estate, Marketing, Cold Calling, Leadership Development, Program Management, Publishing, Management
Education
Emmanuel College 2009 — 2012
MS, Management/HRM
UNIVERSITY OF MASSACHUSETTS DARTMOUTH 2002 — 2006
BS, Management
Algonquin Regional High School
Deborah Minori's Putnam Investments Experience 2002 - 2006
Job Dynamic Director of Human Resources!
Industry Human Resources
Experience
Battery Wharf Hotel September 2015 - Present
NSTAR, now Eversource Energy 2014 - 2014
Sonesta Hotels 2012 - 2014
Liberty Mutual Insurance 2011 - 2011
The Bank of New York Mellon 2007 - 2011
Putnam Investments 2002 - 2006
Radisson Blu Warwick Hotel (formerly Radisson Plaza-Warwick Hotel Philadelphia) 2001 - 2002
Deloitte & Touche 1998 - 1999
Starwood Hotels & Resorts Worldwide, Inc.(formerly ITT Sheraton) 1990 - 1998
Skills
Talent Acquisition, Diversity, Employee Relations, Leadership Development, Workforce Planning, Succession Planning, Employer Branding, Labor Relations, Social Media, Personal Branding, Talent Management, Performance Management, Employee Engagement, Coaching, Strategic Planning, Change Management, Team Building, Mentoring, Mergers, Process Improvement, Diversity Training, Cultural Diversity, Supplier Diversity, Diversity Recruitment, Diversity Strategy, Management, Recruiting, Diversity & Inclusion, Leadership, Sourcing, Employee Benefits, Strategy, Hiring, Temporary Placement, Mergers & Acquisitions, Career Counseling, Organizational..., Onboarding, Program Management, Applicant Tracking..., College Recruiting, Personnel Management
Education
Loyola University of Chicago
MSIR
Eastern Illinois University
Bachelor's
Battery Wharf Hotel September 2015 - Present
NSTAR, now Eversource Energy 2014 - 2014
Sonesta Hotels 2012 - 2014
Liberty Mutual Insurance 2011 - 2011
The Bank of New York Mellon 2007 - 2011
Putnam Investments 2002 - 2006
Radisson Blu Warwick Hotel (formerly Radisson Plaza-Warwick Hotel Philadelphia) 2001 - 2002
Deloitte & Touche 1998 - 1999
Starwood Hotels & Resorts Worldwide, Inc.(formerly ITT Sheraton) 1990 - 1998
Skills
Talent Acquisition, Diversity, Employee Relations, Leadership Development, Workforce Planning, Succession Planning, Employer Branding, Labor Relations, Social Media, Personal Branding, Talent Management, Performance Management, Employee Engagement, Coaching, Strategic Planning, Change Management, Team Building, Mentoring, Mergers, Process Improvement, Diversity Training, Cultural Diversity, Supplier Diversity, Diversity Recruitment, Diversity Strategy, Management, Recruiting, Diversity & Inclusion, Leadership, Sourcing, Employee Benefits, Strategy, Hiring, Temporary Placement, Mergers & Acquisitions, Career Counseling, Organizational..., Onboarding, Program Management, Applicant Tracking..., College Recruiting, Personnel Management
Education
Loyola University of Chicago
MSIR
Eastern Illinois University
Bachelor's
Robert Hajduch's Putnam Investments Experience October 1988 - January 1990
Job
Industry Financial Services
Experience
US Bank December 2010 - Present
Fannie Mae October 2009 - December 2010
AAM June 2009 - September 2009
RiverSource Investments December 2002 - February 2009
Lincoln Capital Management January 2000 - December 2002
Stein Roe & Farnham November 1994 - January 2000
JPMorgan Chase 1993 - 1994
US Trust Company 1990 - 1994
Putnam Investments October 1988 - January 1990
Skills
Fixed Income, Investments, Credit, Securities, Portfolio Management, Credit Risk, Financial Modeling, Financial Analysis, Fixed Income Analysis, Financial Services, Bloomberg, Securitization, Credit Analysis, High Yield, Capital Markets, Financial Risk, Asset Management, Banking, Risk Management, Accounting, Bonds, Risk, Compliance, Research, Debt, Excel, Recommendations, Economics, Public Speaking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA, Finance
Marquette University 1984 — 1988
Bachelor of Science (BS), Busines Administratin - Finance
Bishop Noll Institute 1980 — 1984
High School Diploma, College Prep
US Bank December 2010 - Present
Fannie Mae October 2009 - December 2010
AAM June 2009 - September 2009
RiverSource Investments December 2002 - February 2009
Lincoln Capital Management January 2000 - December 2002
Stein Roe & Farnham November 1994 - January 2000
JPMorgan Chase 1993 - 1994
US Trust Company 1990 - 1994
Putnam Investments October 1988 - January 1990
Skills
Fixed Income, Investments, Credit, Securities, Portfolio Management, Credit Risk, Financial Modeling, Financial Analysis, Fixed Income Analysis, Financial Services, Bloomberg, Securitization, Credit Analysis, High Yield, Capital Markets, Financial Risk, Asset Management, Banking, Risk Management, Accounting, Bonds, Risk, Compliance, Research, Debt, Excel, Recommendations, Economics, Public Speaking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA, Finance
Marquette University 1984 — 1988
Bachelor of Science (BS), Busines Administratin - Finance
Bishop Noll Institute 1980 — 1984
High School Diploma, College Prep
Aaron Hassinger, CIMA®, C(k)P®'s Putnam Investments Experience February 2000 - December 2005
Job Regional Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Fidelity Investments July 2011 - April 2013
Fidelity Investments July 2007 - June 2011
Fidelity Investments January 2006 - June 2007
Putnam Investments February 2000 - December 2005
State Street May 1998 - February 2000
Education
Wharton Executive Education 2012 — 2012
Certified Investment Management Analyst
Suffolk University 2003 — 2006
MBA
Eastern Nazarene College 1990 — 1994
Bachelor of Science (BS), Business Administration, Management and Operations
Fidelity Investments May 2013 - Present
Fidelity Investments July 2011 - April 2013
Fidelity Investments July 2007 - June 2011
Fidelity Investments January 2006 - June 2007
Putnam Investments February 2000 - December 2005
State Street May 1998 - February 2000
Education
Wharton Executive Education 2012 — 2012
Certified Investment Management Analyst
Suffolk University 2003 — 2006
MBA
Eastern Nazarene College 1990 — 1994
Bachelor of Science (BS), Business Administration, Management and Operations
Howard Present's Putnam Investments Experience 1996 - 2002
Job Entrepreneur
Industry Investment Management
Experience
F-Squared Investments May 2006 - November 2014
Evergreen Investments 2002 - 2004
Putnam Investments 1996 - 2002
Boston Financial Group 1993 - 1996
Chase Manhattan Global Private Bank 1988 - 1993
Education
Emory University - Goizueta Business School 1986 — 1988
MBA
The University of Texas at Austin 1979 — 1984
BS Petroleum Engineering
F-Squared Investments May 2006 - November 2014
Evergreen Investments 2002 - 2004
Putnam Investments 1996 - 2002
Boston Financial Group 1993 - 1996
Chase Manhattan Global Private Bank 1988 - 1993
Education
Emory University - Goizueta Business School 1986 — 1988
MBA
The University of Texas at Austin 1979 — 1984
BS Petroleum Engineering
Kate Racculia's Putnam Investments Experience October 2005 - September 2007
Job Writer and Prospect Researcher at Freelance
Industry Writing and Editing
Experience
Freelance April 2014 - Present
Grub Street January 2013 - Present
Massachusetts General Hospital August 2010 - April 2014
Salem State College July 2012 - August 2012
Columbia Management (formerly RiverSource Investments) May 2010 - July 2010
RiverSource Investments October 2007 - May 2010
Putnam Investments October 2005 - September 2007
Houghton Mifflin May 2004 - May 2005
Skills
Copy Editing, Editing, Research, Fundraisers, Proofreading, Creative Writing, Higher Education, Blogging, Nonprofits, Volunteer Management, Fundraising
Education
Emerson College 2003 — 2005
MFA, Writing
University at Buffalo 1998 — 2002
BFA, Art (Illustration), Minor in English
Freelance April 2014 - Present
Grub Street January 2013 - Present
Massachusetts General Hospital August 2010 - April 2014
Salem State College July 2012 - August 2012
Columbia Management (formerly RiverSource Investments) May 2010 - July 2010
RiverSource Investments October 2007 - May 2010
Putnam Investments October 2005 - September 2007
Houghton Mifflin May 2004 - May 2005
Skills
Copy Editing, Editing, Research, Fundraisers, Proofreading, Creative Writing, Higher Education, Blogging, Nonprofits, Volunteer Management, Fundraising
Education
Emerson College 2003 — 2005
MFA, Writing
University at Buffalo 1998 — 2002
BFA, Art (Illustration), Minor in English
Jim Lathrop's Putnam Investments Experience 1994 - 2004
Job Regional Director at Russell Investment Group
Industry Financial Services
Experience
Russell Investments 2005 - Present
AllianceBernstein 2004 - 2005
Putnam Investments 1994 - 2004
Van Kampen Investments 1987 - 1994
Skills
Asset Allocation, ETFs, Alternative Investments, Mutual Funds, Investment Advisory, Asset Management, Investments, Investment Strategies, Wealth Management, Series 7, Separately Managed..., Financial Advisory, Hedge Funds, Retirement Planning, 401k, Series 24, Series 65, FINRA, Investment Management, Securities
Education
Dickinson College 1981 — 1985
BA, Policy and Management Studies
Russell Investments 2005 - Present
AllianceBernstein 2004 - 2005
Putnam Investments 1994 - 2004
Van Kampen Investments 1987 - 1994
Skills
Asset Allocation, ETFs, Alternative Investments, Mutual Funds, Investment Advisory, Asset Management, Investments, Investment Strategies, Wealth Management, Series 7, Separately Managed..., Financial Advisory, Hedge Funds, Retirement Planning, 401k, Series 24, Series 65, FINRA, Investment Management, Securities
Education
Dickinson College 1981 — 1985
BA, Policy and Management Studies
Stephen Villett's Putnam Investments Experience 1999 - 2000
Job Director of Operations at Health Training Center, A Division of Ross Medical Education Center
Industry Education Management
Experience
Health Training Center, A Division of Ross Medical Education Center April 2014 - Present
Career Education Corporation April 2013 - April 2014
Career Education Corporation January 2008 - March 2011
Aurora Loan Services July 2006 - September 2007
Aurora-Lehman Brothers 2006 - 2007
Peoples Mortgage Corporation 1999 - 2000
Putnam Investments 1999 - 2000
Salem Five Mortgage Corp 1992 - 1998
Skills
Budgets, Forecasting, Fundraising, Process Improvement, Team Building, Coaching, Time Management, Accounting, Customer Service, Enrollment Management, Finance, Human Resources, Leadership, Leadership Development, Marketing, Microsoft Office, Policy, Public Speaking, Staff Development, Student Financial Aid, Admissions, CampusVue
Education
Endicott College 2007 — 2008
MBA, Business
North Adams State College 1983 — 1987
BA, Sociology
Salem High School 1979 — 1983
Health Training Center, A Division of Ross Medical Education Center April 2014 - Present
Career Education Corporation April 2013 - April 2014
Career Education Corporation January 2008 - March 2011
Aurora Loan Services July 2006 - September 2007
Aurora-Lehman Brothers 2006 - 2007
Peoples Mortgage Corporation 1999 - 2000
Putnam Investments 1999 - 2000
Salem Five Mortgage Corp 1992 - 1998
Skills
Budgets, Forecasting, Fundraising, Process Improvement, Team Building, Coaching, Time Management, Accounting, Customer Service, Enrollment Management, Finance, Human Resources, Leadership, Leadership Development, Marketing, Microsoft Office, Policy, Public Speaking, Staff Development, Student Financial Aid, Admissions, CampusVue
Education
Endicott College 2007 — 2008
MBA, Business
North Adams State College 1983 — 1987
BA, Sociology
Salem High School 1979 — 1983
Elissa (Ebel) Sydor, PMP's Putnam Investments Experience Business Improvement LeaderPutnam Investments2000 - 2008
Job Vice President at Putnam Investments
Industry Financial Services
Experience
Putnam Investments Business Improvement LeaderPutnam Investments2000 - 2008
Education
Emmanuel College 2003 — 2006
Masters of Management, Organizational Design, Organizational Behavior, Strategic Planning
University of Massachusetts Dartmouth
Bachelors of Science, Marketing
Putnam Investments Business Improvement LeaderPutnam Investments2000 - 2008
Education
Emmanuel College 2003 — 2006
Masters of Management, Organizational Design, Organizational Behavior, Strategic Planning
University of Massachusetts Dartmouth
Bachelors of Science, Marketing
Sarah (Spencer) Pirrera's Putnam Investments Experience May 2004 - May 2005
Job Talent Development Manager at Dunkin' Brands
Industry Human Resources
Experience
Dunkin' Brands April 2013 - Present
Dunkin' Brands September 2009 - April 2013
Staples October 2006 - September 2009
Talbots May 2005 - October 2006
Putnam Investments May 2004 - May 2005
Putnam Investments April 2000 - May 2004
Putnam Investments 1998 - 2000
Boston Capital 1992 - 1998
MediSense, Inc. 1990 - 1992
Skills
Instructional Design, E-learning, Instructor-led Training, E-Learning, Coaching, Captivate, Talent Management, Leadership Development, Training, Staff Development, Employee Training, Workshop Facilitation, Team Building, Performance Management, Organizational..., Succession Planning, Organizational..., Onboarding, Employee Engagement, Training Delivery
Education
Suffolk University - Sawyer School of Management 1997 — 2002
Master of Business Administration (M.B.A.), Organizational Behavior
Denison University 1985 — 1989
Bachelor of Arts (B.A.), Psychology
Dunkin' Brands April 2013 - Present
Dunkin' Brands September 2009 - April 2013
Staples October 2006 - September 2009
Talbots May 2005 - October 2006
Putnam Investments May 2004 - May 2005
Putnam Investments April 2000 - May 2004
Putnam Investments 1998 - 2000
Boston Capital 1992 - 1998
MediSense, Inc. 1990 - 1992
Skills
Instructional Design, E-learning, Instructor-led Training, E-Learning, Coaching, Captivate, Talent Management, Leadership Development, Training, Staff Development, Employee Training, Workshop Facilitation, Team Building, Performance Management, Organizational..., Succession Planning, Organizational..., Onboarding, Employee Engagement, Training Delivery
Education
Suffolk University - Sawyer School of Management 1997 — 2002
Master of Business Administration (M.B.A.), Organizational Behavior
Denison University 1985 — 1989
Bachelor of Arts (B.A.), Psychology
Amy Bambic's Putnam Investments Experience June 2005 - June 2007
Job Director, Product Development at Quintiles
Industry Pharmaceuticals
Experience
Quintiles September 2013 - Present
Quintiles April 2012 - September 2013
The Home Depot May 2011 - April 2012
Bain & Company October 2009 - April 2011
Putnam Investments June 2005 - June 2007
National City Bank July 2003 - May 2005
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master of Business Administration (MBA)
Ohio University 2000 — 2003
BBS, Finance
Quintiles September 2013 - Present
Quintiles April 2012 - September 2013
The Home Depot May 2011 - April 2012
Bain & Company October 2009 - April 2011
Putnam Investments June 2005 - June 2007
National City Bank July 2003 - May 2005
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master of Business Administration (MBA)
Ohio University 2000 — 2003
BBS, Finance
Chris Basse's Putnam Investments Experience 1996 - 2002
Job Client Relationship Manager
Industry Financial Services
Experience
Cornerstone Retirement Advisors, LLC January 2014 - Present
Great-West Retirement Services November 2007 - February 2013
Thorbahn Associates 2006 - 2007
Principal Financial Group 2003 - 2006
Putnam Investments 1996 - 2002
Skills
Retirement, Retirement Planning, 401k, Series 6, Pensions, Series 63, Insurance, Financial Services, FINRA, Mutual Funds, ERISA, Investments, Defined Benefit, Series 7
Education
Dickinson College 1989 — 1993
Bachelor of Arts, Spanish
Tabor Academy 1985 — 1989
Cornerstone Retirement Advisors, LLC January 2014 - Present
Great-West Retirement Services November 2007 - February 2013
Thorbahn Associates 2006 - 2007
Principal Financial Group 2003 - 2006
Putnam Investments 1996 - 2002
Skills
Retirement, Retirement Planning, 401k, Series 6, Pensions, Series 63, Insurance, Financial Services, FINRA, Mutual Funds, ERISA, Investments, Defined Benefit, Series 7
Education
Dickinson College 1989 — 1993
Bachelor of Arts, Spanish
Tabor Academy 1985 — 1989
Dana Kelley, MBA's Putnam Investments Experience September 1999 - July 2000
Job Director Of Finance at Teva Pharmaceuticals
Industry Pharmaceuticals
Experience
Teva Pharmaceuticals May 2015 - Present
GSK April 2014 - May 2015
Janssen, Pharmaceutical Companies of Johnson and Johnson June 2013 - August 2013
LKQ Corporation October 2007 - April 2012
Ligand Pharmaceuticals May 2005 - January 2007
Biogen Idec, Inc September 2004 - May 2005
Biogen Idec, Inc August 2001 - September 2004
Akamai Technologies July 2000 - April 2001
Putnam Investments September 1999 - July 2000
Skills
Forecasting, Finance, Financial Analysis, Budgets, Analysis, Accounting, Data Analysis, General Ledger, Financial Modeling, Financial Reporting, Strategic Financial..., Strategic Planning, Business Analysis, Management, Mergers & Acquisitions, Cognos, Variance Analysis, Budget, Hyperion Enterprise, Process Improvement, Financial Accounting, ERP, Project Management, Change Management, Financial Planning, Performance Management, Oracle HR, Essbase, Access, Microsoft Excel, SAP, Sarbanes-Oxley Act, Financial Statements, Clarity FSR
Education
ESADE Business School 2012 — 2014
Master of Business Administration (MBA)
Skidmore College 1995 — 1999
BA, Business and Economics
Teva Pharmaceuticals May 2015 - Present
GSK April 2014 - May 2015
Janssen, Pharmaceutical Companies of Johnson and Johnson June 2013 - August 2013
LKQ Corporation October 2007 - April 2012
Ligand Pharmaceuticals May 2005 - January 2007
Biogen Idec, Inc September 2004 - May 2005
Biogen Idec, Inc August 2001 - September 2004
Akamai Technologies July 2000 - April 2001
Putnam Investments September 1999 - July 2000
Skills
Forecasting, Finance, Financial Analysis, Budgets, Analysis, Accounting, Data Analysis, General Ledger, Financial Modeling, Financial Reporting, Strategic Financial..., Strategic Planning, Business Analysis, Management, Mergers & Acquisitions, Cognos, Variance Analysis, Budget, Hyperion Enterprise, Process Improvement, Financial Accounting, ERP, Project Management, Change Management, Financial Planning, Performance Management, Oracle HR, Essbase, Access, Microsoft Excel, SAP, Sarbanes-Oxley Act, Financial Statements, Clarity FSR
Education
ESADE Business School 2012 — 2014
Master of Business Administration (MBA)
Skidmore College 1995 — 1999
BA, Business and Economics
Scott Avery's Putnam Investments Experience 1994 - 2004
Job Divisional Vice PresidentColumbia Management
Industry Financial Services
Experience
Columbia Management 2004 - Present
Columbia Management Distributors, Inc. 2004 - Present
Putnam Investments 1994 - 2004
Colonial Funds 1986 - 1994
Skills
Wholesale, Separately Managed..., Series 63, Equities, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Investments, Retirement Planning, Securities
Education
Dickinson College 1982 — 1986
Columbia Management 2004 - Present
Columbia Management Distributors, Inc. 2004 - Present
Putnam Investments 1994 - 2004
Colonial Funds 1986 - 1994
Skills
Wholesale, Separately Managed..., Series 63, Equities, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Investments, Retirement Planning, Securities
Education
Dickinson College 1982 — 1986
Daniel Pitts's Putnam Investments Experience January 1989 - January 1993
Job Logistic/Supply Chain Professorial
Industry Logistics and Supply Chain
Experience
Arbella Insurance Company January 1994 - January 2007
Putnam Investments January 1989 - January 1993
Bradlees Inc January 1986 - January 1989
Skills
ERP, Procurement, Vendor Management, Strategic Sourcing, Management, Global Sourcing, Forecasting
Education
Eastern Nazarene College
BA, Business Management
Eastern Nazarene College
MS, Business Administration
Quincy College
AA, Communications
Quincy High School
Business/Arts
Arbella Insurance Company January 1994 - January 2007
Putnam Investments January 1989 - January 1993
Bradlees Inc January 1986 - January 1989
Skills
ERP, Procurement, Vendor Management, Strategic Sourcing, Management, Global Sourcing, Forecasting
Education
Eastern Nazarene College
BA, Business Management
Eastern Nazarene College
MS, Business Administration
Quincy College
AA, Communications
Quincy High School
Business/Arts
Charissa Kerr's Putnam Investments Experience January 2001 - February 2003
Job Controller at Maine Community Health Options
Industry Accounting
Experience
Maine Community Health Options November 2014 - Present
Raymond Fire Department October 2003 - Present
American Heart Association September 2005 - Present
Kepware Technologies November 2013 - August 2014
CIEE February 2003 - November 2013
Putnam Investments January 2001 - February 2003
Arthur D. Little August 2000 - January 2002
The Boston Consulting Group March 1996 - January 1999
Skills
Program Development, Program Management, Internal Controls, Intercultural..., PowerPoint, Time Management, Financial Reporting, Budgets, Public Speaking, Financial Accounting, Accounts Payable, Accounting, Customer Service, Fixed Assets, Non-profits, Microsoft Excel, Nonprofits, Strategic Planning, Project Planning, Financial Analysis, English, Microsoft Office, Microsoft Word, Fundraising, Instructor-led Training, Management, Event Planning, Team Building, Leadership, Training, Outlook, Research, Account Reconciliation, Data Analysis, Payroll, Forecasting, Business Strategy, Strategic Financial..., Finance, Auditing, Analysis, Financial Statements, Financial Modeling
Education
Endicott College
MBA, International Business Concentration
University of Massachusetts Dartmouth
BS, Accounting & Economics
Maine Community Health Options November 2014 - Present
Raymond Fire Department October 2003 - Present
American Heart Association September 2005 - Present
Kepware Technologies November 2013 - August 2014
CIEE February 2003 - November 2013
Putnam Investments January 2001 - February 2003
Arthur D. Little August 2000 - January 2002
The Boston Consulting Group March 1996 - January 1999
Skills
Program Development, Program Management, Internal Controls, Intercultural..., PowerPoint, Time Management, Financial Reporting, Budgets, Public Speaking, Financial Accounting, Accounts Payable, Accounting, Customer Service, Fixed Assets, Non-profits, Microsoft Excel, Nonprofits, Strategic Planning, Project Planning, Financial Analysis, English, Microsoft Office, Microsoft Word, Fundraising, Instructor-led Training, Management, Event Planning, Team Building, Leadership, Training, Outlook, Research, Account Reconciliation, Data Analysis, Payroll, Forecasting, Business Strategy, Strategic Financial..., Finance, Auditing, Analysis, Financial Statements, Financial Modeling
Education
Endicott College
MBA, International Business Concentration
University of Massachusetts Dartmouth
BS, Accounting & Economics
April Tavares, GRI's Putnam Investments Experience March 1989 - December 2001
Job Realtor at Montalvo Realty
Industry Real Estate
Experience
Montalvo Realty January 2011 - Present
Cento Real Estate January 2010 - January 2011
First Class Properties, Inc. March 2006 - December 2009
Putnam Investments March 1989 - December 2001
Skills
Real Estate, First Time Home Buyers, Single Family Homes, First Time Buyers, Residential, Purchase, Buyer Representation, Sellers, Condos, Investment Properties, Residential Homes, Relocation, REO, Real Estate Transactions, Buyers, ABR, Real Property, Short Sales, Foreclosures, Listings, New Home Sales, First Time Home Sellers
Education
Emmanuel College
Business Administration
San Jose State University
Dartmouth High School 1982 — 1985
Montalvo Realty January 2011 - Present
Cento Real Estate January 2010 - January 2011
First Class Properties, Inc. March 2006 - December 2009
Putnam Investments March 1989 - December 2001
Skills
Real Estate, First Time Home Buyers, Single Family Homes, First Time Buyers, Residential, Purchase, Buyer Representation, Sellers, Condos, Investment Properties, Residential Homes, Relocation, REO, Real Estate Transactions, Buyers, ABR, Real Property, Short Sales, Foreclosures, Listings, New Home Sales, First Time Home Sellers
Education
Emmanuel College
Business Administration
San Jose State University
Dartmouth High School 1982 — 1985
Kristen Jilek's Putnam Investments Experience June 1997 - February 2002
Job Banking Partner to actively growing private companies
Industry Banking
Experience
Boston Private April 2010 - Present
Bainco International Investors September 2008 - September 2009
The Boston Foundation November 2004 - August 2008
Putnam Investments June 1997 - February 2002
Skills
Business Development, Estate Planning, Banking, Finance, Marketing, CRM, Relationship Management, Loans, Commercial Banking, New Business Development, Financial Services, Credit, Cash Management, Wealth Management, Investments, Non-profits, High Net Worth..., Business Planning, Wealth Management..., Private Banking, Investment Advisory, Fixed Income
Education
Kenyon College 1984 — 1988
B.A.
University of Durham 1986 — 1987
IES Abroad
Boston Private April 2010 - Present
Bainco International Investors September 2008 - September 2009
The Boston Foundation November 2004 - August 2008
Putnam Investments June 1997 - February 2002
Skills
Business Development, Estate Planning, Banking, Finance, Marketing, CRM, Relationship Management, Loans, Commercial Banking, New Business Development, Financial Services, Credit, Cash Management, Wealth Management, Investments, Non-profits, High Net Worth..., Business Planning, Wealth Management..., Private Banking, Investment Advisory, Fixed Income
Education
Kenyon College 1984 — 1988
B.A.
University of Durham 1986 — 1987
IES Abroad
Kyle Lopriore's Putnam Investments Experience December 2011 - Present
Job Regional Marketing Director Investment Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 2011 - Present
Putnam Investments January 2010 - December 2011
Putnam Investments April 2008 - January 2010
Putnam Investments September 2007 - April 2008
Putnam Investments October 2006 - September 2007
Skills
Mutual Funds, Asset Allocation, Retirement Planning, Social Media, Wealth Management, Investment Strategies, New Client Acquisitions, Municipal Bonds, Alternative Investments, Investments
Education
Elon University 2002 — 2006
Finance, Accounting, Economics
Putnam Investments December 2011 - Present
Putnam Investments January 2010 - December 2011
Putnam Investments April 2008 - January 2010
Putnam Investments September 2007 - April 2008
Putnam Investments October 2006 - September 2007
Skills
Mutual Funds, Asset Allocation, Retirement Planning, Social Media, Wealth Management, Investment Strategies, New Client Acquisitions, Municipal Bonds, Alternative Investments, Investments
Education
Elon University 2002 — 2006
Finance, Accounting, Economics
Elissa Ebel's Putnam Investments Experience 1995 - 2008
Job Vice President at Putnam Investments
Industry Financial Services
Experience
Putnam Investments 1995 - 2008
Skills
Process Improvement, Relationship Management, Investments, Series 7, Project Management, Financial Services, Leadership, Customer Service, Series 63, Mutual Funds, Asset Allocation, Series 6, Securities, Retirement, 401k
Education
Emmanuel College 2004 — 2006
Masters, Management: Organizational Behavior/Development, Human Resource Management
University of Massachusetts Dartmouth 1993 — 1996
Bachelor of Science, Marketing
Putnam Investments 1995 - 2008
Skills
Process Improvement, Relationship Management, Investments, Series 7, Project Management, Financial Services, Leadership, Customer Service, Series 63, Mutual Funds, Asset Allocation, Series 6, Securities, Retirement, 401k
Education
Emmanuel College 2004 — 2006
Masters, Management: Organizational Behavior/Development, Human Resource Management
University of Massachusetts Dartmouth 1993 — 1996
Bachelor of Science, Marketing
Joseph Olivier's Putnam Investments Experience 1994 - 2001
Job Consultant at BridgePoint Group, LLC
Industry Financial Services
Experience
BridgePoint Group, LLC May 2011 - Present
ING July 2008 - April 2011
CitiStreet October 2001 - June 2008
Putnam Investments 1994 - 2001
Skills
Customer Service, Retirement, Mutual Funds, Banking, Financial Services, Pensions, Operations Management, Investments, Retirement Planning, 401k, Call Centers, Process Improvement, Microsoft Excel, Relationship Management, Business Analysis, Program Management, Securities, Project Management, Management, Series 63, Finance, Business Process..., Consulting
Education
Johnson & Wales University 1993 — 1995
Culinary Arts
Emmanuel College
Business Administration
BridgePoint Group, LLC May 2011 - Present
ING July 2008 - April 2011
CitiStreet October 2001 - June 2008
Putnam Investments 1994 - 2001
Skills
Customer Service, Retirement, Mutual Funds, Banking, Financial Services, Pensions, Operations Management, Investments, Retirement Planning, 401k, Call Centers, Process Improvement, Microsoft Excel, Relationship Management, Business Analysis, Program Management, Securities, Project Management, Management, Series 63, Finance, Business Process..., Consulting
Education
Johnson & Wales University 1993 — 1995
Culinary Arts
Emmanuel College
Business Administration
Jonathan Fenerlis's Putnam Investments Experience July 2007 - December 2007
Job Finance Development Manager at Siemens Healthcare
Industry Financial Services
Experience
Siemens Healthcare December 2014 - Present
Siemens Healthcare April 2013 - November 2014
TJX April 2012 - March 2013
Siemens Healthcare June 2009 - April 2012
Merrill Lynch July 2008 - December 2008
Putnam Investments July 2007 - December 2007
Covidien July 2006 - December 2006
Skills
Strategic Planning, Financial Analysis, Analysis, Forecasting, Financial Modeling, Business Planning
Education
Endicott College 2010 — 2012
Master of Business Administration
Northeastern University 2004 — 2009
Bachelor of Science Degree in Business Administration, Management/Finance and Insurance
Siemens Healthcare December 2014 - Present
Siemens Healthcare April 2013 - November 2014
TJX April 2012 - March 2013
Siemens Healthcare June 2009 - April 2012
Merrill Lynch July 2008 - December 2008
Putnam Investments July 2007 - December 2007
Covidien July 2006 - December 2006
Skills
Strategic Planning, Financial Analysis, Analysis, Forecasting, Financial Modeling, Business Planning
Education
Endicott College 2010 — 2012
Master of Business Administration
Northeastern University 2004 — 2009
Bachelor of Science Degree in Business Administration, Management/Finance and Insurance
Matt Groom's Putnam Investments Experience 1998 - 2001
Job Senior Telecom Engineer at Biogen Idec
Industry Biotechnology
Experience
Biogen Idec September 2002 - Present
Aspect Software March 2001 - August 2002
Putnam Investments 1998 - 2001
Skills
VMware, Troubleshooting, VoIP, Data Center, Cloud Computing, Cross-functional Team..., Vendor Management, Integration, Disaster Recovery, Switches, Software Documentation, Project Management, Unified Communications, Process Improvement
Education
Eastern Nazarene College 1994 — 1998
BA, Bussiness Admin
Biogen Idec September 2002 - Present
Aspect Software March 2001 - August 2002
Putnam Investments 1998 - 2001
Skills
VMware, Troubleshooting, VoIP, Data Center, Cloud Computing, Cross-functional Team..., Vendor Management, Integration, Disaster Recovery, Switches, Software Documentation, Project Management, Unified Communications, Process Improvement
Education
Eastern Nazarene College 1994 — 1998
BA, Bussiness Admin
Richard Crowley's Putnam Investments Experience 1994 - 2004
Job Customer Service Center Manager at Arbella Insurance Group
Industry Insurance
Experience
Arbella Insurance Group December 2013 - Present
Mercer January 2009 - December 2013
Mercer January 2005 - December 2008
Putnam Investments 1994 - 2004
Skills
Call Center, Vendor Management, BPO, Outsourcing, Performance Management, Employee Benefits, Process Improvement, Employee Engagement, Change Management, Business Process..., Financial Services, CRM, Human Resources, Workforce Management, Call Centers, Forecasting, Talent Acquisition, Team Management, Talent Management, Workforce Planning, Temporary Placement, Benefits Administration
Education
Dean College 1991 — 1994
AS, Business
Arbella Insurance Group December 2013 - Present
Mercer January 2009 - December 2013
Mercer January 2005 - December 2008
Putnam Investments 1994 - 2004
Skills
Call Center, Vendor Management, BPO, Outsourcing, Performance Management, Employee Benefits, Process Improvement, Employee Engagement, Change Management, Business Process..., Financial Services, CRM, Human Resources, Workforce Management, Call Centers, Forecasting, Talent Acquisition, Team Management, Talent Management, Workforce Planning, Temporary Placement, Benefits Administration
Education
Dean College 1991 — 1994
AS, Business
Sheba Alexander's Putnam Investments Experience 2001 - Present
Job Vice President at Putnam Investments
Industry Investment Management
Experience
Putnam Investments 2001 - Present
Dresdner Kleinwort Benson 1995 - 1999
Skills
Equities, Alternative Investments, Asset Management, Bloomberg, Investments, Mutual Funds, Portfolio Management, Equity Research, Series 7, Valuation, Investment Management, Financial Modeling, Capital Markets, Fixed Income, Asset Allocation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1999 — 2001
Master of Business Administration (M.B.A.)
Delhi University 1987 — 1990
Bachelors, Economics
Putnam Investments 2001 - Present
Dresdner Kleinwort Benson 1995 - 1999
Skills
Equities, Alternative Investments, Asset Management, Bloomberg, Investments, Mutual Funds, Portfolio Management, Equity Research, Series 7, Valuation, Investment Management, Financial Modeling, Capital Markets, Fixed Income, Asset Allocation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1999 — 2001
Master of Business Administration (M.B.A.)
Delhi University 1987 — 1990
Bachelors, Economics
John Telling, CIMA®'s Putnam Investments Experience August 1991 - May 2004
Job Divisional Manager, J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2010 - Present
DWS Investments June 2004 - January 2010
Putnam Investments August 1991 - May 2004
Education
Duke University 1987 — 1991
J.P. Morgan Asset Management February 2010 - Present
DWS Investments June 2004 - January 2010
Putnam Investments August 1991 - May 2004
Education
Duke University 1987 — 1991
Geoffrey Kelley, CFA's Putnam Investments Experience July 1994 - November 2008
Job Head of Strategic Investment Research at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors July 2013 - Present
Vernon Square Capital December 2008 - February 2012
Putnam Investments July 1994 - November 2008
The Boeing Company March 1988 - August 1992
Skills
Asset Allocation, Portfolio Management, Equities, Investments, Mutual Funds, Management, Alternative Investments, Hedge Funds, Tactical Asset..., Asset Management, Fixed Income, Bloomberg, Investment Management, Investment Strategies, High Yield
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA, General Business/Finance
Washington State University - College of Business and Economics 1983 — 1987
BA, Business/Finance
State Street Global Advisors July 2013 - Present
Vernon Square Capital December 2008 - February 2012
Putnam Investments July 1994 - November 2008
The Boeing Company March 1988 - August 1992
Skills
Asset Allocation, Portfolio Management, Equities, Investments, Mutual Funds, Management, Alternative Investments, Hedge Funds, Tactical Asset..., Asset Management, Fixed Income, Bloomberg, Investment Management, Investment Strategies, High Yield
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA, General Business/Finance
Washington State University - College of Business and Economics 1983 — 1987
BA, Business/Finance
Ida Wright's Putnam Investments Experience July 2006 - February 2009
Job Professional and Versatile Leader
Industry Individual & Family Services
Experience
Jamie & Leila Rome December 2009 - September 2013
Putnam Investments July 2006 - February 2009
Citizens Bank March 2005 - June 2006
SNET Cellularone Rhode Island January 1995 - December 2000
Skills
Management, Training, Leadership, Business Process..., Performance Management, Team Building, Human Resources, Customer Satisfaction, Sales, Marketing, Policy, Internal Controls, Financial Risk, Administration, Invoicing
Education
Emmanuel College 2008 — 2008
Business
International Bible School 1996 — 1998
Certificate, Biblical
East Providence High School 1975 — 1978
Jamie & Leila Rome December 2009 - September 2013
Putnam Investments July 2006 - February 2009
Citizens Bank March 2005 - June 2006
SNET Cellularone Rhode Island January 1995 - December 2000
Skills
Management, Training, Leadership, Business Process..., Performance Management, Team Building, Human Resources, Customer Satisfaction, Sales, Marketing, Policy, Internal Controls, Financial Risk, Administration, Invoicing
Education
Emmanuel College 2008 — 2008
Business
International Bible School 1996 — 1998
Certificate, Biblical
East Providence High School 1975 — 1978
Robert Ivil's Putnam Investments Experience August 1994 - April 1998
Job Accounts Receivable \ Customer Service Representative at Lhasa OMS Inc
Industry Telecommunications
Experience
Lhasa OMS Inc August 2013 - Present
The Eastern Massachusetts Show Committee January 2004 - Present
Boston Financial Data Services (temporary position through Kelly Services, Inc.) October 2011 - June 2012
Verizon April 1998 - November 2008
Verizon April 1998 - November 2008
Verizon April 1998 - November 2008
Verizon April 1998 - November 2008
Verizon April 1998 - November 2008
Town of Weymouth July 1989 - April 2001
Putnam Investments August 1994 - April 1998
Skills
Excel, Word, Administration, Call Center, Lotus Notes
Education
Eastern Nazarene College 1989 — 1993
Bachelor of Arts, Business Administration
Lhasa OMS Inc August 2013 - Present
The Eastern Massachusetts Show Committee January 2004 - Present
Boston Financial Data Services (temporary position through Kelly Services, Inc.) October 2011 - June 2012
Verizon April 1998 - November 2008
Verizon April 1998 - November 2008
Verizon April 1998 - November 2008
Verizon April 1998 - November 2008
Verizon April 1998 - November 2008
Town of Weymouth July 1989 - April 2001
Putnam Investments August 1994 - April 1998
Skills
Excel, Word, Administration, Call Center, Lotus Notes
Education
Eastern Nazarene College 1989 — 1993
Bachelor of Arts, Business Administration
Celeste Simons's Putnam Investments Experience 1996 - 1997
Job ELA Teacher 712, freelance writer/editor
Industry Primary/Secondary Education
Experience
Canyon Ridge Middle School July 2014 - Present
Leander ISD September 2013 - May 2014
St. Edward's University 2006 - 2007
Bedford/St. Martin's 2005 - 2007
The University of Texas at Austin September 2002 - May 2005
Austin Community College July 2002 - July 2003
Texas A&M University December 1999 - May 2000
Texas A&M University August 1999 - December 1999
Emerson College 1997 - 1998
Putnam Investments 1996 - 1997
Skills
Public Speaking, Higher Education, Research, Qualitative Research, Creative Writing, Copy Editing, Editing, Publishing, Content Strategy, Social Media, Public Relations, Copywriting, Blogging, Tutoring, Leadership Development, Workshop Facilitation, Student Development, Nonprofits, Social Networking, Proofreading, Teaching, Community Outreach, Volunteer Management, Strategic Communications, Press Releases, Event Planning, Technical Writing, Curriculum Design, Internal Communications, Content Management, Newsletters, Adult Education, Training, Conflict Resolution, University Teaching, Team Building, Content Development, College Teaching, AP Style, Intercultural..., Coaching, Teaching Writing, PowerPoint, Literature, Publications, Strategic Planning, Speech Writing, E-Learning, Curriculum Development
Education
Region 13 Educator Certification Program 2014 — 2014
Highly Qualified ELA 7-12, Special Education and Teaching
The University of Texas at Austin 2002 — 2009
ABD, Organizational Communication
Texas A&M University 1999 — 2000
20 hours doctoral work, Organizational Communication
Emerson College 1996 — 1998
MA, Speech Communication
East Texas Baptist University 1991 — 1995
BA, English Literature
Canyon Ridge Middle School July 2014 - Present
Leander ISD September 2013 - May 2014
St. Edward's University 2006 - 2007
Bedford/St. Martin's 2005 - 2007
The University of Texas at Austin September 2002 - May 2005
Austin Community College July 2002 - July 2003
Texas A&M University December 1999 - May 2000
Texas A&M University August 1999 - December 1999
Emerson College 1997 - 1998
Putnam Investments 1996 - 1997
Skills
Public Speaking, Higher Education, Research, Qualitative Research, Creative Writing, Copy Editing, Editing, Publishing, Content Strategy, Social Media, Public Relations, Copywriting, Blogging, Tutoring, Leadership Development, Workshop Facilitation, Student Development, Nonprofits, Social Networking, Proofreading, Teaching, Community Outreach, Volunteer Management, Strategic Communications, Press Releases, Event Planning, Technical Writing, Curriculum Design, Internal Communications, Content Management, Newsletters, Adult Education, Training, Conflict Resolution, University Teaching, Team Building, Content Development, College Teaching, AP Style, Intercultural..., Coaching, Teaching Writing, PowerPoint, Literature, Publications, Strategic Planning, Speech Writing, E-Learning, Curriculum Development
Education
Region 13 Educator Certification Program 2014 — 2014
Highly Qualified ELA 7-12, Special Education and Teaching
The University of Texas at Austin 2002 — 2009
ABD, Organizational Communication
Texas A&M University 1999 — 2000
20 hours doctoral work, Organizational Communication
Emerson College 1996 — 1998
MA, Speech Communication
East Texas Baptist University 1991 — 1995
BA, English Literature
Christine (Barry) Weir's Putnam Investments Experience January 1999 - January 2000
Job Manager Information Technology Ecommerce
Industry Financial Services
Experience
ING-US January 2004 - July 2012
CitiStreet January 2000 - January 2004
Putnam Investments January 1999 - January 2000
Putnam Investments January 1996 - January 2000
Shawmut Bank January 1994 - January 1996
Fleet Bank January 1991 - January 1994
Skills
Six Sigma, Project Management, SDLC, Defined Benefit, Business Requirements, Business Analysis, Management, Financial Services, Leadership
Education
Eastern Nazarene College
MSM; Master of Science, Management
Eastern Nazarene College
BSBA, Business Administration
Quincy College
AS, Liberal Arts
ING-US January 2004 - July 2012
CitiStreet January 2000 - January 2004
Putnam Investments January 1999 - January 2000
Putnam Investments January 1996 - January 2000
Shawmut Bank January 1994 - January 1996
Fleet Bank January 1991 - January 1994
Skills
Six Sigma, Project Management, SDLC, Defined Benefit, Business Requirements, Business Analysis, Management, Financial Services, Leadership
Education
Eastern Nazarene College
MSM; Master of Science, Management
Eastern Nazarene College
BSBA, Business Administration
Quincy College
AS, Liberal Arts
Douglas Pheeney, CIMA®'s Putnam Investments Experience January 2010 - February 2013
Job Vice President Investment Management Consultant BlackRock
Industry Investment Management
Experience
BlackRock March 2013 - Present
Putnam Investments January 2010 - February 2013
Putnam Investments October 2004 - December 2009
Putnam Investments September 2002 - October 2004
State Street Research and Management 2001 - 2002
Fidelity Investments September 2000 - February 2001
Skills
Asset Allocation, Mutual Funds, Series 7, Series 63, Separately Managed..., Series 65, Alternative Investments, Business Development, Series 6, Consultative Sales..., Consultative Selling..., Public Speaking, Asset Managment, Territory Management, New Territory..., Absolute Return, Global Macro, CIMA
Education
Denison University 1996 — 2000
BA, History
Brooks School 1993 — 1996
BlackRock March 2013 - Present
Putnam Investments January 2010 - February 2013
Putnam Investments October 2004 - December 2009
Putnam Investments September 2002 - October 2004
State Street Research and Management 2001 - 2002
Fidelity Investments September 2000 - February 2001
Skills
Asset Allocation, Mutual Funds, Series 7, Series 63, Separately Managed..., Series 65, Alternative Investments, Business Development, Series 6, Consultative Sales..., Consultative Selling..., Public Speaking, Asset Managment, Territory Management, New Territory..., Absolute Return, Global Macro, CIMA
Education
Denison University 1996 — 2000
BA, History
Brooks School 1993 — 1996
Michelle Flatt's Putnam Investments Experience November 1996 - May 1998
Job Certified Healthcare Access Associate
Industry Hospital & Health Care
Experience
The University of Vermont Health Network - Champlain Valley Physicians Hospital November 2014 - Present
Target October 2011 - July 2015
Harold L Way General Construction January 2014 - September 2014
Walmart September 2010 - August 2011
Administaff September 2003 - June 2004
MFS Investment Management March 1999 - September 2003
Putnam Investments November 1996 - May 1998
Scudder Investments 1992 - 1994
Scudder Investments 1992 - 1993
Skills
Customer Service, Employee Relations, Call Center, Management, Employee Training, Vendor Management, Process Improvement, Retail, Human Resources, Inventory Management, Sales, Customer Retention, Time Management, Customer Experience, Data Entry, Hiring
Education
Emerson College 1993 — 1995
Candidate For M.A., Business Communications & Public Relations
State University of New York College at Plattsburgh 1986 — 1991
B.S., Communications
The University of Vermont Health Network - Champlain Valley Physicians Hospital November 2014 - Present
Target October 2011 - July 2015
Harold L Way General Construction January 2014 - September 2014
Walmart September 2010 - August 2011
Administaff September 2003 - June 2004
MFS Investment Management March 1999 - September 2003
Putnam Investments November 1996 - May 1998
Scudder Investments 1992 - 1994
Scudder Investments 1992 - 1993
Skills
Customer Service, Employee Relations, Call Center, Management, Employee Training, Vendor Management, Process Improvement, Retail, Human Resources, Inventory Management, Sales, Customer Retention, Time Management, Customer Experience, Data Entry, Hiring
Education
Emerson College 1993 — 1995
Candidate For M.A., Business Communications & Public Relations
State University of New York College at Plattsburgh 1986 — 1991
B.S., Communications
Neil Desai's Putnam Investments Experience 2012 - Present
Job Global TMT at Putnam Investments
Industry Investment Management
Experience
Invest in Girls, Inc. 2015 - Present
Putnam Investments 2012 - Present
Crosslink Capital 2009 - 2012
TUDOR INVESTMENT CORPORATION (Raptor Capital Management) 2004 - 2009
Thoma Cressey Equity Partners 1999 - 2003
Merrill Lynch 1997 - 1999
Skills
Hedge Funds, Strategic Planning, Private Equity, Valuation, Strategy, Mergers & Acquisitions, Venture Capital, Financial Modeling, Investments, Due Diligence, Alternative Investments, Equities, Corporate Development, Emerging Markets
Education
Duke University
Harvard Business School
MBA
Invest in Girls, Inc. 2015 - Present
Putnam Investments 2012 - Present
Crosslink Capital 2009 - 2012
TUDOR INVESTMENT CORPORATION (Raptor Capital Management) 2004 - 2009
Thoma Cressey Equity Partners 1999 - 2003
Merrill Lynch 1997 - 1999
Skills
Hedge Funds, Strategic Planning, Private Equity, Valuation, Strategy, Mergers & Acquisitions, Venture Capital, Financial Modeling, Investments, Due Diligence, Alternative Investments, Equities, Corporate Development, Emerging Markets
Education
Duke University
Harvard Business School
MBA
Tonia Kirby's Putnam Investments Experience January 1996 - September 1997
Job Teacher at Champaign Unit 4 Schools
Industry Primary/Secondary Education
Experience
Champaign Unit 4 Schools August 2000 - Present
CUSD #4 USD#116 Rantoul Schools January 1999 - May 2000
Putnam Investments January 1996 - September 1997
Skills
Curriculum Design, Teaching, Classroom Instruction, Classroom Management, Mathematics, Educational Leadership, Curriculum Development, Literacy, Elementary Education, Public Speaking, Writing, Teacher Training, Tutoring, Educational Technology, Lesson Planning, PowerPoint, Microsoft Office, Differentiated..., Customer Service, Problem Solving, Team Building, Elementary, Social Studies, Event Planning, Supervisory Skills, Balanced Literacy, Behavior Management, Classroom, Common Core State..., Community Outreach, Curriculum Mapping, Data Driven Instruction, Early Childhood..., Fundraising, Grant Writing, Guided Reading, Higher Education, Instructional Design, Instructional Technology, Integrating Technology..., K-12, Language Arts, Leadership Development, Professional Learning..., Program Development, RTI, Reading Intervention, Smartboard, Special Education, Staff Development
Education
University of Illinois at Urbana-Champaign 2005 — 2009
EdM, Curriculum and Instruction
Eastern Illinois University 1989 — 1991
BScEd, Elementary Education
Parkland College 1986 — 1989
Associates, Elementary Education
Champaign Unit 4 Schools August 2000 - Present
CUSD #4 USD#116 Rantoul Schools January 1999 - May 2000
Putnam Investments January 1996 - September 1997
Skills
Curriculum Design, Teaching, Classroom Instruction, Classroom Management, Mathematics, Educational Leadership, Curriculum Development, Literacy, Elementary Education, Public Speaking, Writing, Teacher Training, Tutoring, Educational Technology, Lesson Planning, PowerPoint, Microsoft Office, Differentiated..., Customer Service, Problem Solving, Team Building, Elementary, Social Studies, Event Planning, Supervisory Skills, Balanced Literacy, Behavior Management, Classroom, Common Core State..., Community Outreach, Curriculum Mapping, Data Driven Instruction, Early Childhood..., Fundraising, Grant Writing, Guided Reading, Higher Education, Instructional Design, Instructional Technology, Integrating Technology..., K-12, Language Arts, Leadership Development, Professional Learning..., Program Development, RTI, Reading Intervention, Smartboard, Special Education, Staff Development
Education
University of Illinois at Urbana-Champaign 2005 — 2009
EdM, Curriculum and Instruction
Eastern Illinois University 1989 — 1991
BScEd, Elementary Education
Parkland College 1986 — 1989
Associates, Elementary Education
Kristen Emond's Putnam Investments Experience January 1998 - September 1998
Job Financial Analyst at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2011 - Present
Volt Workforce Solutions May 2008 - January 2011
The Newport Group May 2002 - January 2004
State Street January 2000 - May 2002
State Street September 1998 - January 2000
Putnam Investments January 1998 - September 1998
State Street May 1995 - January 1998
Education
Eastern Nazarene College 1999 — 2001
BS, Business Administraton
MassMutual Financial Group January 2011 - Present
Volt Workforce Solutions May 2008 - January 2011
The Newport Group May 2002 - January 2004
State Street January 2000 - May 2002
State Street September 1998 - January 2000
Putnam Investments January 1998 - September 1998
State Street May 1995 - January 1998
Education
Eastern Nazarene College 1999 — 2001
BS, Business Administraton
April Goodman's Putnam Investments Experience December 2003 - Present
Job Portfolio Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 2003 - Present
Sturbridge Host Hotel November 2002 - September 2003
Radisson Hotel Milford June 1999 - November 2002
Skills
Bloomberg, Fixed Income, Investments, Portfolio Management, Asset Management, Valuation, Bonds, Mutual Funds, Securities
Education
Endicott College 1995 — 1999
BS, Hotel, Restaurant and Travel Administration
Putnam Investments December 2003 - Present
Sturbridge Host Hotel November 2002 - September 2003
Radisson Hotel Milford June 1999 - November 2002
Skills
Bloomberg, Fixed Income, Investments, Portfolio Management, Asset Management, Valuation, Bonds, Mutual Funds, Securities
Education
Endicott College 1995 — 1999
BS, Hotel, Restaurant and Travel Administration
Michael Chesebro's Putnam Investments Experience May 1997 - April 2001
Job Vice President Compliance Systems
Industry Financial Services
Experience
Brown Brothers Harriman October 2015 - Present
Brown Brothers Harriman March 2013 - October 2015
Brown Brothers Harriman February 2012 - February 2013
Brown Brothers Harriman January 2010 - February 2012
Brown Brothers Harriman May 2006 - December 2009
State Street April 2001 - May 2006
Putnam Investments May 1997 - April 2001
Skills
Middle Office, Mutual Funds, Functional..., Project Management, MS Project, Business Process..., Global Custody, PowerPoint, Microsoft Excel, System Conversion, Requirements Analysis, Systems Analysis, Quality Assurance, Program Management, Operations Management, Front Office, Front Office Trading..., Eagle, MCH, Global Plus, Wealth Management..., Banking, Risk Management, Corporate Actions, Securities, Equities, Back Office, Asset Management, Business Analysis
Education
Emmanuel College
Bachelors, Business Administration
Brown Brothers Harriman October 2015 - Present
Brown Brothers Harriman March 2013 - October 2015
Brown Brothers Harriman February 2012 - February 2013
Brown Brothers Harriman January 2010 - February 2012
Brown Brothers Harriman May 2006 - December 2009
State Street April 2001 - May 2006
Putnam Investments May 1997 - April 2001
Skills
Middle Office, Mutual Funds, Functional..., Project Management, MS Project, Business Process..., Global Custody, PowerPoint, Microsoft Excel, System Conversion, Requirements Analysis, Systems Analysis, Quality Assurance, Program Management, Operations Management, Front Office, Front Office Trading..., Eagle, MCH, Global Plus, Wealth Management..., Banking, Risk Management, Corporate Actions, Securities, Equities, Back Office, Asset Management, Business Analysis
Education
Emmanuel College
Bachelors, Business Administration
Deanna Sullivan's Putnam Investments Experience November 2000 - September 2005
Job Manager, End Customer Rebates at Covidien
Industry Medical Devices
Experience
Medtronic January 2015 - Present
Covidien July 2013 - January 2015
Covidien June 2011 - July 2013
Covidien September 2005 - July 2011
Mercer Human Resource Consulting November 2000 - September 2005
Putnam Investments November 2000 - September 2005
Registry of Motor Vehicles 1992 - 2000
Skills
Process Improvement, Microsoft Excel, Customer Service, Benefits Administration, Employee Benefits, JD Edwards, Outlook, PeopleSoft, Contract Management, Payroll, Access, Software Documentation, Administration, Training, Employee Relations, Analysis, Sales, Sales Operations, Team Building, Medical Devices, Cross-functional Team..., Management
Education
Eastern Nazarene College
BA, Business Management
Medtronic January 2015 - Present
Covidien July 2013 - January 2015
Covidien June 2011 - July 2013
Covidien September 2005 - July 2011
Mercer Human Resource Consulting November 2000 - September 2005
Putnam Investments November 2000 - September 2005
Registry of Motor Vehicles 1992 - 2000
Skills
Process Improvement, Microsoft Excel, Customer Service, Benefits Administration, Employee Benefits, JD Edwards, Outlook, PeopleSoft, Contract Management, Payroll, Access, Software Documentation, Administration, Training, Employee Relations, Analysis, Sales, Sales Operations, Team Building, Medical Devices, Cross-functional Team..., Management
Education
Eastern Nazarene College
BA, Business Management
Robert Leveille's Putnam Investments Experience March 2007 - Present
Job Chief Compliance Officer at Putnam Investments
Industry Financial Services
Experience
Putnam Investments March 2007 - Present
Putnam Investments June 2004 - March 2007
Bell, Boyd & Lloyd October 2002 - June 2004
Liberty Funds Group January 2001 - September 2002
Ropes & Gray LLP September 1995 - January 2001
Skills
Securities Regulation, FINRA, Mutual Funds, Corporate Governance, Hedge Funds, Corporate Law, Due Diligence, ERISA, Alternative Investments, Asset Managment, Investment Management, Investment Advisers Act, Legal Writing, Investment Advisory, Legal Research, Series 24
Education
Harvard Law School 1992 — 1995
J.D., Law
Duke University 1988 — 1992
A.B., English
King's College London 1990 — 1991
English Language and Literature/Letters
Putnam Investments March 2007 - Present
Putnam Investments June 2004 - March 2007
Bell, Boyd & Lloyd October 2002 - June 2004
Liberty Funds Group January 2001 - September 2002
Ropes & Gray LLP September 1995 - January 2001
Skills
Securities Regulation, FINRA, Mutual Funds, Corporate Governance, Hedge Funds, Corporate Law, Due Diligence, ERISA, Alternative Investments, Asset Managment, Investment Management, Investment Advisers Act, Legal Writing, Investment Advisory, Legal Research, Series 24
Education
Harvard Law School 1992 — 1995
J.D., Law
Duke University 1988 — 1992
A.B., English
King's College London 1990 — 1991
English Language and Literature/Letters
Brady Norby's Putnam Investments Experience July 2012 - June 2013
Job Administrative Assistant, Human Resources and Marketing at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group July 2013 - Present
Putnam Investments July 2012 - June 2013
Putnam Investments February 2011 - July 2012
WHDH-TV January 2010 - April 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Adobe Acrobat, Salesforce.com, Social Media, Customer Service, Public Relations, SharePoint
Education
Emmanuel College 2014 — 2016
Master's Degree, Human Resources Management
Suffolk University 2006 — 2010
Bachelor of Science, Public Relations
The Boston Consulting Group July 2013 - Present
Putnam Investments July 2012 - June 2013
Putnam Investments February 2011 - July 2012
WHDH-TV January 2010 - April 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Adobe Acrobat, Salesforce.com, Social Media, Customer Service, Public Relations, SharePoint
Education
Emmanuel College 2014 — 2016
Master's Degree, Human Resources Management
Suffolk University 2006 — 2010
Bachelor of Science, Public Relations
Gregg Jurkiewicz's Putnam Investments Experience August 2006 - September 2012
Job Vice President Finance at Leerink Partners LLC
Industry Financial Services
Experience
Leerink Partners LLC October 2012 - Present
Putnam Investments August 2006 - September 2012
Education
Fairfield University 1994 — 1998
Bachelor of Science (BS), Accounting
Leerink Partners LLC October 2012 - Present
Putnam Investments August 2006 - September 2012
Education
Fairfield University 1994 — 1998
Bachelor of Science (BS), Accounting
Nancy A. Grier's Putnam Investments Experience November 1991 - September 1993
Job
Industry Financial Services
Experience
Self Employeed October 2001 - Present
Aetna Financial Services (ING) October 1994 - September 2001
Aetna Financial Services October 1993 - October 1994
Putnam Investments November 1991 - September 1993
Putnam Investments January 1989 - November 1991
United States Trust Company November 1987 - January 1989
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Sales, PowerPoint, Research, Typing, ACT Sales Support System, Executive..., Business Travel, Conference Planning
Education
Southern New Hampshire University 1984 — 1986
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Endicott College 1982 — 1984
Associate's degree, Business Administration and Management, General
Self Employeed October 2001 - Present
Aetna Financial Services (ING) October 1994 - September 2001
Aetna Financial Services October 1993 - October 1994
Putnam Investments November 1991 - September 1993
Putnam Investments January 1989 - November 1991
United States Trust Company November 1987 - January 1989
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Sales, PowerPoint, Research, Typing, ACT Sales Support System, Executive..., Business Travel, Conference Planning
Education
Southern New Hampshire University 1984 — 1986
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Endicott College 1982 — 1984
Associate's degree, Business Administration and Management, General
Denise Stark's Putnam Investments Experience June 1992 - Present
Job Client Reporting Associate at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 1992 - Present
Education
Eastern Nazarene College
BA, Mathematics
Putnam Investments June 1992 - Present
Education
Eastern Nazarene College
BA, Mathematics
Rudy Kuehn's Putnam Investments Experience September 1987 - August 2000
Job Project Manager
Industry Financial Services
Experience
Bank of America November 2002 - Present
Liberty Funds Group November 2000 - November 2002
Putnam Investments September 1987 - August 2000
Texas Commerce Bancshares March 1980 - September 1987
Skills
Windows Servers, Sun Solaris Servers, Windows desktops, IBM Mainframes, Unix Shell Scripting, Windows 7, SQL Server, Oracle, DB2, VSAM, PL/SQL, Oracle SQL, COBOL, IBM Assembler, Panvalet, CA-7, Visual Basic, PowerBuilder, Business Objects, Crystal Enterprise, Easytrieve, Microsoft Office, Microsoft Project, Visio, TOAD, Hummingbird, Citrix, SSH, ClearCase, Autosys, PGP, FTP, IIS, ACF2, STaARS, GIM, .NET, Java
Education
East Tennessee State University 1976 — 1980
bachelor of Science, Computer Science, 3.89
Bank of America November 2002 - Present
Liberty Funds Group November 2000 - November 2002
Putnam Investments September 1987 - August 2000
Texas Commerce Bancshares March 1980 - September 1987
Skills
Windows Servers, Sun Solaris Servers, Windows desktops, IBM Mainframes, Unix Shell Scripting, Windows 7, SQL Server, Oracle, DB2, VSAM, PL/SQL, Oracle SQL, COBOL, IBM Assembler, Panvalet, CA-7, Visual Basic, PowerBuilder, Business Objects, Crystal Enterprise, Easytrieve, Microsoft Office, Microsoft Project, Visio, TOAD, Hummingbird, Citrix, SSH, ClearCase, Autosys, PGP, FTP, IIS, ACF2, STaARS, GIM, .NET, Java
Education
East Tennessee State University 1976 — 1980
bachelor of Science, Computer Science, 3.89
steve mitulski's Putnam Investments Experience February 1998 - September 2004
Job overnight retail at Target
Industry Retail
Experience
Target February 2011 - Present
united parcell service November 2002 - June 2008
Putnam Investments February 1998 - September 2004
Skills
Interacting with...
Education
Edinboro University of Pennsylvania
BSCS, Computer Science
walpole high school
graduated
Target February 2011 - Present
united parcell service November 2002 - June 2008
Putnam Investments February 1998 - September 2004
Skills
Interacting with...
Education
Edinboro University of Pennsylvania
BSCS, Computer Science
walpole high school
graduated
Terry Means's Putnam Investments Experience August 1987 - August 1994
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Auto Injury Solutions July 2008 - October 2012
Auto Injury Solutions 2008 - 2011
Auto Injury Solutions 2008 - 2011
FEDEX KINKOS March 1995 - September 2006
Putnam Investments August 1987 - August 1994
U.S. Air Force August 1983 - January 1987
Skills
General Ledger..., Accounts Payable, Microsoft Excel, Cisco Systems Networking, Financial Statements, Balance Sheet, VMware, Active Directory, A+, General Ledger, CPCT(Fiber Optic cert), Management, Microsoft Office, Customer Service, Process Improvement, Project Management, Analysis, Leadership, Financial Analysis, Business Analysis, Microsoft Word
Education
Excelsior College
Bachelor of Science (B.S.), Economics / Computer Informtion Systems
University of Mobile
MBA
Auto Injury Solutions July 2008 - October 2012
Auto Injury Solutions 2008 - 2011
Auto Injury Solutions 2008 - 2011
FEDEX KINKOS March 1995 - September 2006
Putnam Investments August 1987 - August 1994
U.S. Air Force August 1983 - January 1987
Skills
General Ledger..., Accounts Payable, Microsoft Excel, Cisco Systems Networking, Financial Statements, Balance Sheet, VMware, Active Directory, A+, General Ledger, CPCT(Fiber Optic cert), Management, Microsoft Office, Customer Service, Process Improvement, Project Management, Analysis, Leadership, Financial Analysis, Business Analysis, Microsoft Word
Education
Excelsior College
Bachelor of Science (B.S.), Economics / Computer Informtion Systems
University of Mobile
MBA
Mindi Altman's Putnam Investments Experience 1988 - 1997
Job Assistant Vice President at Computershare
Industry Financial Services
Experience
Computershare March 1998 - Present
Putnam Investments 1988 - 1997
Education
Emmanuel College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Stoughton High School 1984 — 1984
College Prep
Computershare March 1998 - Present
Putnam Investments 1988 - 1997
Education
Emmanuel College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Stoughton High School 1984 — 1984
College Prep
Matt Marks's Putnam Investments Experience May 1987 - May 1996
Job Senior Unified Communications Engineer
Industry Information Technology and Services
Experience
EMC Global Services January 2001 - Present
EMC January 2001 - Present
EMC 2001 - 2013
Fidelity Investments May 1996 - January 2001
Putnam Investments May 1987 - May 1996
Skills
Cloud Computing, Virtualization, Disaster Recovery, Storage, Data Center, Enterprise Software, SAN, Vendor Management, VMware, ITIL
Education
Emmanuel College 2005 — 2010
Business Administration and Management, General
Suffolk University 1985 — 1987
Business Administration and Management, General
EMC Global Services January 2001 - Present
EMC January 2001 - Present
EMC 2001 - 2013
Fidelity Investments May 1996 - January 2001
Putnam Investments May 1987 - May 1996
Skills
Cloud Computing, Virtualization, Disaster Recovery, Storage, Data Center, Enterprise Software, SAN, Vendor Management, VMware, ITIL
Education
Emmanuel College 2005 — 2010
Business Administration and Management, General
Suffolk University 1985 — 1987
Business Administration and Management, General