Putnam Investments
Putnam Investments is a privately owned investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Parent organization: Great-West Lifeco Customer service: 00 1 617-292-1000 Number of employees: 1,700+ CEO: Robert L. Reynolds (1 Jul 2008–) Headquarters: Boston, Massachusetts, United States Subsidiaries: PanAgora Asset Management, Inc.,
Putnam Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Putnam Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Putnam Investments Employees
Freelance Keynote Presentation Media Consultant April 2010 - Present
State Street Financial/Creative Group September 2009 - April 2010
Fidelity Communications + Advertising 2007 - 2009
Fidelity Investments/Pyramis Global Advisors 2006 - 2007
Putnam Investments 2004 - 2006
WBZ NewsRadio 1030 AM / CBS4 Boston - Infinity Broadcasting January 2004 - June 2004
Alkermes, Inc. Pharmaceuticals 2001 - 2002
Millennium Pharmaceuticals, Inc. 2000 - 2001
CompUSA.com / cozone.com 1999 - 2000
Lotus Software Inc. 1998 - 1999
Skills
Presentation Specialist, PowerPoint development, Keynote, PowerPoint, Photoshop, iPhoto, Web Video, Digital Video, Audio Editing, Professional Audio, Laser Engraving, Laser Cutting, Laser, Digital Photography, Virtual DJ, Wedding DJ, LED Lighting Systems, Music Production, Digital Media, Yachting
Education
Fitchburg State University 1992 — 2004
Bachelor, Science Communications Media
Mount Wachusett Community College
Associates, Broadcasting / Telecommunications Media
Rockhurst University
Certificate of Training, Team Leader Management
Rockhurst University
Certificate of Training, •Customer Service Relations Management Team Leader Management
Voya Financial January 2013 - Present
BNY Mellon September 2012 - December 2012
Putnam Investments 1996 - 2012
Waltham/Weston Hospital July 1992 - December 1993
Belmont Springs Water Co. August 1987 - January 1992
Electronics Corporation of America December 1986 - August 1987
Baystate Florists Supply Co. June 1986 - December 1986
Guaranty First Trust Co. May 1984 - June 1986
Skills
Data Entry, Customer Service, Problem Solving, Human Resources, Office Management, Training, Time Management
Education
Fisher College 2012 — 2013
Business Administration
Waltham High School 1981 — 1984
John Hancock Investments March 2015 - Present
Fidelity Investments February 2013 - December 2014
EMD Millipore October 2011 - July 2012
Health Dialog August 2007 - September 2011
Fidelity Investments 2006 - 2007
Wyeth Biotech 2005 - 2007
YBP Library Services 2004 - 2005
Manulife Financial 2003 - 2004
Putnam Investments 2000 - 2002
John Hancock Financial Services 1999 - 2000
Skills
Project Management, Change Management, SDLC, Program Management, Business Analysis, Process Improvement, Cross-functional Team..., IT Strategy, Integration, Software Documentation, Strategy, PMO, Budgets, Agile Methodologies, Management, Requirements Analysis, Vendor Management, PMP, Leadership, Quality Assurance, Software Project..., SharePoint, Team Leadership, Business Intelligence, MS Project, Visio, Risk Management, Software Development
Education
Providence College 1991 — 1993
MBA, International Business
Georgetown University 1984 — 1987
Bachelor of Science (B.S.), International Politics
Hopkins School
Putnam Investments June 2013 - Present
Putnam Investments July 2012 - May 2013
Putnam Investments January 2012 - July 2012
Silver Lake Regional School District September 2010 - March 2012
Duxbury Beach Park June 2007 - September 2011
Skills
Sales Operations, Contract Management, Microsoft Excel, Microsoft Office, Telecommunications, Management, Sales, Leadership, Team Leadership, Training, Teamwork, Outlook, Event Planning
Education
Merrimack College 2008 — 2012
Bachelor of Science in Business Administration, Management, Criminology
Freie Universität Berlin 2011 — 2011
Silver Lake Regional High School 2004 — 2008
High School Diploma
JTM Design Group LLC 2013 - Present
JTM Interiors LLC 2002 - 2013
Putnam Investments 1992 - 1998
Hill and Knowlton 1988 - 1992
Skills
Interior Design, Creative Direction, Space Planning, Media Relations, Furniture, Furnishings, Strategic Communications, Project Management, Custom Homes, Corporate Communications, Residential Design, Brand Development, Public Relations, Marketing
Education
New England School of Art and Design 1998 — 2000
Interior Design, Fine Arts
Fitchburg State College
BS, Human Services, Psychology
Enterprise Publishing Company WriterAOL NewsOctober 2009 - September 2012
Marriott's Ocean Pointe Palm Beach Shores December 2002 - June 2006
Donald Trump's Mar-a-Lago Club September 2001 - May 2002
Putnam Investments March 1996 - April 2001
Jessica McClintock Inc. October 1992 - December 1995
Skills
Advertising
Education
Fisher College 1990 — 1992
Falmouth High School 1986 — 1990
Graduate With Honors
Residential Mortgage Services, Inc. -- NMLS#1760 March 2014 - Present
AAA Southern New England March 2006 - March 2014
The Bank of Canton May 2004 - March 2006
Wells Fargo Home Mortgage February 2002 - May 2004
Putnam Investments 1999 - 2002
Skills
Mortgage Lending, Refinance, Loans, First Time Home Buyers, Loan Origination, Real Estate, Customer Service, Mortgage Banking, Reverse Mortgages, Credit, USDA, FHA financing, Residential Mortgages, Underwriting, VA loans, Banking, FHA, FHA Financing, VA Loans
Education
Fisher College
Bachelor's degree, Business
Putnam Investments September 2010 - Present
Putnam Investments May 2008 - September 2010
Putnam Investments October 2006 - May 2008
Putnam Investments August 1997 - October 2006
Aetna October 1990 - January 1995
Prudential Insurance June 1984 - October 1989
Skills
Microsoft Office Xp, Databases, Dreamweaver, Access, Crystal Reports, Lotus Notes, Visual Basic, SQL, Management, Business Analysis, Mutual Funds, Insurance, Call Centers, Microsoft Excel, Time Management, Financial Services, Analysis, Finance
Education
Fisher College
Northern Essex Community College
Mercer January 2005 - Present
Putnam Investments 1992 - 2005
Skills
Retirement, ERISA, Defined Contribution, Defined Benefit, 401k, Pension Administration, Investments, Wealth Management..., Retirement Plan..., Pensions, Financial Services, Series 63, Mutual Funds, Series 6
Education
Franklin Pierce College 1986 — 1990
Concentric Energy Advisors 2013 - Present
Concentric Energy Advisors 2009 - 2012
World Resources Institute 2007 - 2009
Putnam Investments 2004 - 2006
Skills
Energy Policy, Natural Gas, Energy Markets, Due Diligence, Commodity Markets, Market Analysis, Business Strategy, Economics, Project Management
Education
Georgetown University 2006 — 2008
Masters in Public Policy, Energy
College of William & Mary 1998 — 2002
BA, Political Science and Government
Citizens Bank July 2012 - Present
Avatar Associates October 2011 - June 2012
Ameriprise Financial Services, Inc. April 2007 - May 2010
Dreyfus September 2006 - April 2007
Evergreen Investments January 2001 - April 2005
Fidelity Investments 1994 - 2001
Putnam Investments November 1991 - November 1994
Skills
Mutual Funds, ETFs, Public Speaking, Separately Managed..., Series 63, Series 7, Series 6, Asset Allocation, Investments, Financial Services, Leadership, CRM, Alternative Investments, Retirement Planning, Series 65, Wealth Management
Education
Framingham State University 1986 — 1991
BA, Sociology
Archbishop Williams High School 1982 — 1986
Fidelity Investments August 2009 - Present
Fidelity Investments March 2008 - December 2008
Fidelity Investments May 2006 - June 2007
Fidelity Investments September 2000 - April 2006
Fidelity Investments September 1998 - September 2000
Putnam Investments January 1998 - September 1998
State Street July 1995 - December 1997
Skills
Portfolio Management, Asset Managment, Project Management, Bloomberg, Investment Management, Data Warehousing, Securities
Education
Framingham State University 1989 — 1993
BA
Marian High School 1985 — 1988
. September 2015 - Present
CVS Health January 2015 - August 2015
Bingham McCutchen July 2012 - July 2014
Bingham McCutchen LLP (As a consultant) September 2011 - July 2012
Aztech Consulting Group November 1998 - July 2012
Putnam Investments 1996 - October 1998
Federal Deposit Insurance Corporation (FDIC) April 1991 - April 1995
Skills
Microsoft Office, Outlook, Microsoft Excel, Root Cause Analysis, iManage, SQL Server Management..., Windows 7, DeltaView, Integration, Software Documentation, applications support, CRM, Interaction, SharePoint, Business Intelligence, Project Management, Technical Support, Testing, Software Installation, Troubleshooting, SQL, Quality Assurance, Computer Hardware, Hardware Support, Laptops, Databases, Hardware Installation, User Acceptance Testing, Project Plans, Hardware Diagnostics, MacPac, Best Authority, AccuRoute, Documentation, HotDocs, Citrix XenCenter, Active Directory, Adobe Acrobat, Knowledge Management, Knowledge Transfer, Consulting, Information Technology, Cloud Applications, Software Deployment, Agile Project Management
Education
Northeastern University
Certificate
Framingham State College 1985 — 1990
Bachelor of Arts
Putnam Investments March 2013 - Present
Putnam Investments June 2010 - March 2013
Putnam Investments April 2008 - June 2010
Putnam Investments April 2007 - April 2008
Putnam Investments August 2005 - April 2007
Putnam Investments April 2005 - August 2005
Putnam Investments April 2004 - April 2005
Putnam Investments December 2003 - April 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Public Speaking, Swaps, Collateral Management, Portfolio Management
Education
Fitchburg State College 1999 — 2003
Marketing
EMPOWER Retirement April 2014 - Present
Putnam Investments November 2013 - April 2014
ESPN December 2012 - July 2013
Innovative Discovery May 2010 - November 2012
Skills
Litigation Support, Microsoft Office, Customer Service, Document Review, Microsoft Excel, Public Speaking, Salesforce.com, Document Management, Litigation, Digital Media, Social Networking, Investments
Education
Fordham University 2008 — 2012
Bachelor's degree, Communication and Media Studies
Gonzaga High School 2004 — 2008
Naval Sea Systems Command January 2012 - Present
Naval Special Warfare Unit ONE April 2008 - May 2010
Fleet and Industrial Supply Center April 2006 - May 2008
USS George Washington (CVN-73) October 2005 - March 2006
Joint Task Force Guantanamo Bay April 2005 - October 2005
USS George Washington (CVN-73) July 2003 - March 2005
Putnam Investments June 2000 - May 2002
Skills
Security Clearance, Government, Logistics, DoD, Military, Program Management, Contract Management, Leadership, Procurement, Inventory Management, Supply Chain Management, Operations Management, Risk Management, Team Building, Process Improvement, Operational Planning, Navy, Military Operations, Command, Government Contracting, Military Experience
Education
Naval Postgraduate School 2010 — 2011
Masters in Business Administration, Acquisition and Contract Management
Franklin Pierce College 1996 — 2002
Bachelors of Science, Public Adminstration
BearCom October 2012 - Present
American Hockey League October 2011 - Present
Boston Business Concepts June 2012 - September 2012
Simply Elegant Catering May 2011 - June 2012
Central Hockey League October 2009 - May 2012
CENTRAL HOCKEY LEAGUE October 2009 - May 2012
EJHL official 2000 - 2011
USA Junior National Development Program August 2007 - January 2009
American International Chemical January 2007 - August 2007
Putnam Investments October 2006 - January 2007
Skills
Hockey, Sports, Sports Marketing, Sports Management, Customer Service, Event Planning, Public Speaking, Social Media, Event Management, PowerPoint, Microsoft Office, Microsoft Excel, Athletics, Microsoft Word, Public Relations, Coaching, Facebook, Outlook, Teamwork, Management, Sales, Time Management
Education
Framingham State University 2002 — 2006
BA, Sociology
Framingham State University
B.A, Sociology; Deviance and Social Control
OppenheimerFunds / OFI Institutional Asset Management December 2010 - Present
Bank of America Merrill Lynch June 2003 - January 2011
Trusco Capital Management June 2000 - June 2003
Putnam Investments March 1994 - June 2000
Skills
Investments, Asset Allocation, Mutual Funds, Series 63, Wealth Management, Investment Management, 401k, Portfolio Management, Investment Advisory, Financial Analysis, Alternative Investments, Retirement Planning, Financial Services, Finance, Fixed Income, Asset Management, Equities, Investment Strategies, Financial Modeling, Series 7, Series 6, Business Development, Capital Markets
Education
Florida Atlantic University 1989 — 1993
Bachelor of Science, Finance
Putnam Investments September 2009 - Present
Putnam Investments March 2006 - November 2009
Putnam Investments September 2004 - March 2006
Putnam Investments August 2003 - September 2004
Skills
Series 7, Mutual Funds, Series 63, Securities, FINRA, Financial Services, Time Management, Relationship Management, Finance, Call Centers
Education
Franklin Pierce University 1997 — 2000
Bachelors, Criminal Justice
Tremor Video July 2014 - Present
SolutionsIQ January 2014 - June 2014
Knowledgebase, Inc June 2010 - January 2014
Putnam Investments February 2001 - December 2009
Seven Mountains Software 2000 - 2000
Pegasystems 1999 - 2000
GENESYS Software Systems 1997 - 1999
Fidelity Investments 1996 - 1997
CTA, inc 1985 - 1996
Skills
Agile Methodologies, Software Project..., SDLC, Scrum, Software Development, Requirements Analysis, Vendor Management, Agile Project Management, Project Management, Quality Assurance, Software Quality..., Test Planning, Business Process, Program Management, Integration, Databases, CRM, Management, Business Analysis, Testing, Outsourcing, SaaS, Process Improvement, Project Portfolio..., User Acceptance Testing, Release Management, Test Management, MS Project, Cloud Computing, Requirements Gathering, Mobile Devices, PMO, Business Process..., Business Intelligence, Project Planning, IT Strategy, IT Management, Enterprise Architecture, Change Management, Test Automation, PMP, UML, Process Development
Education
Florida State University
MS, Instructional Systems Design and Development (ISDD)
Rensselaer Polytechnic Institute
BS, Economics
Continuing Studies
Computer Science/Information Systems
The Cape Cod Kitchen, LLC December 2014 - Present
Putnam Investments 2012 - August 2014
Meradia Group 2010 - 2012
Pioneer Investments 1999 - 2008
Pamet River Inc. 1998 - 1999
Nesbitt Burns Securities 1997 - 1998
Fidelity Investments Institutional Services 1995 - 1997
Skills
Analysis, Financial Services, Analytics, Investments, Bloomberg, Morningstar Direct, Zephyr Style Advisor, Factset, DST, MS SharePoint, MS Visio, MS Excel, MS Power Point, MS Access, Simfund, Lipper, Stat Pro Composites, Performance Measurement, Performance Attribution..., Problem Solving, Opperations/Process..., Performance Attribution, Access, Microsoft Excel
Education
Fordham University 1989 — 1994
B.S. Business Admin, Concentration: Accounting
Kaplan University March 2010 - Present
Dade Medical College 2011 - 2012
Putnam Investments 2008 - 2009
Putnam Investments 2005 - 2008
Ameriprise Financial Services, Inc. 2003 - 2005
Skills
Negotiation, Sales Operations, Analysis, CRM, Coaching, Competitive Analysis, Customer Service, Finance, Financial Services, Investments, Marketing, Microsoft Office, Networking, Research, Retirement Planning, Sales, Sales Process, Selling
Education
Kaplan University 2011 — 2012
Master of Public Health (MPH), Epidemiology
Fitchburg State University 1998 — 2001
MBA, Management
CPC Bali
Fidelity Investments November 2008 - Present
Fidelity Investments August 2006 - November 2008
Fidelity Investments May 2005 - August 2006
Fidelity Investments August 2002 - May 2005
Putnam Investments July 2001 - July 2002
Northwestern Mutual January 2001 - July 2001
Skills
Financial Services, Insurance, Fixed Annuities, Financial Risk, Investments, Retirement, Securities, Strategic Financial..., Sales
Education
Florida Southern College 1996 — 2000
Bachelor's degree, Business Administration and Management, General
Voya Financial April 2014 - Present
ING U.S. February 2012 - April 2014
LIMRA December 2009 - February 2012
Hartford Life April 2000 - October 2009
Putnam Investments January 1992 - March 2000
Skills
Media Relations, Strategic Planning, Public Relations, Strategy, Management, Product Marketing, Internal Communications, Brand Development, Marketing
Education
George Mason University 1985 — 1989
Bachelor of Arts, Economics
Bishop Denis J. O'Connell 1981 — 1985
Commonwealth of Massachusetts April 2007 - Present
Thomson Financial April 2006 - April 2007
Putnam Investments 1999 - 2005
Starwood - Sheraton Hotels & Resorts Worldwide, Inc. 1986 - 1995
Hills Department Stores 1981 - 1985
Skills
ITIL, VMware, IT Management, Security, IT Operations, Disaster Recovery, Architecture, Infrastructure, Data Center, Virtualization, Information Security, IT Strategy, Integration, SDLC, WAN, High Availability, Enterprise Architecture, Networking, vSphere, Cluster, Information Technology, Storage, IT Service Management, Servers, Active Directory, Firewalls, Windows Server, VMware ESX, SAN, Server Architecture, Microsoft Exchange, HP, Storage Area Networks, System Deployment, DNS, Business Continuity, Operating Systems, Cloud Computing, Network Security, Cisco Technologies, Citrix, VPN, Solaris, IIS, Vendor Management, Management
Education
Clark University 2000 — 2001
MCSE
Florida State University
Transamerica Retirement Solutions August 2015 - Present
John Hancock Retirement Plan Services April 2015 - July 2015
New York Life Retirement Plan Services January 2014 - April 2015
New York Life Retirement Plan Services October 2011 - December 2013
New York Life Retirement Plan Services June 2009 - September 2011
New York Life Retirement Plan Services February 2006 - June 2009
New York Life Retirement Plan Services November 2000 - February 2006
CitiStreet February 1999 - November 2000
Putnam Investments 1996 - 1999
Enterprise Rent-A-Car 1993 - 1994
Skills
Series 63, Pensions, Financial Services, Financial Advisory, Business, FINRA, 401k, Employee Benefits, Investments, Retirement, Insurance, Retirement Planning, Mutual Funds, Defined Benefit, Series 6, Defined Contribution
Education
Fitchburg State University 1988 — 1993
Bachelors, Marketing/ Economics
Stoughton High School 1984 — 1988
Putnam Investments May 2015 - Present
Putnam Investments November 2014 - May 2015
Oxford Global Resources December 2013 - January 2014
Fidelity Investments June 2013 - August 2013
American Sales May 2010 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Strategic Planning
Education
Framingham State University
Bachelor's Degree, Business Administration and Management, General
North Reading High School
High School
Penn Foster Education June 2015 - Present
DigitasLBi_US February 2015 - April 2015
Putnam Investments September 2014 - November 2014
ARGUS November 2012 - September 2014
Bennett Group October 2011 - November 2012
Public Conversations Project 2007 - 2011
Broad Institute of MIT and Harvard Univeristy January 2004 - March 2006
ADD Inc, now with Stantec 2002 - 2004
Skills
Graphic Design, Web Design, Adobe Creative Suite, User Experience, InDesign, Social Media, Logo Design, Art Direction, Brochures, Photoshop, Advertising, Typography, Illustrator, Interaction Design, User Interface Design, Illustration, Nonprofits, Branding & Identity, Web Services, Microsoft Office, Event Planning, Adobe Acrobat, Corporate Identity, User Interaction, Marketing Strategy, Social Media Marketing
Education
General Assembly 2014 — 2015
User Experience Design
The New England Institute of Art 2008 — 2009
Web Design and Development, Web Design and Multimedia
Suffolk University 2006 — 2008
Pre-Masters + Masters Program, Graphic Design
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Advertising, Graphic Design and Psychology
Volunteer 2006 - Present
Volunteer 2013 - 2015
MFS Investment Management 2003 - 2008
Zurich Scudder Investments 2000 - 2003
Scudder Investments 1998 - 2000
Scudder Investments 1994 - 1998
Putnam Investments 1992 - 1994
State Street 1989 - 1992
State Street 1987 - 1989
Xerox 1979 - 1987
Skills
Strategic Planning, Business Strategy, Customer Service, Nonprofits, Mutual Funds, Financial Services, Business Planning, Leadership, Management, Relationship Management, Public Speaking, Risk Management
Education
University of Delaware 1976 — 1979
Bachelor's Degree, Business Administration and Economics
Franklin & Marshall College 1975 — 1976
Liberal Arts
Ramsey High School, Ramsey NJ 1972 — 1975
High School
Putnam Investments January 2015 - Present
Education
Georgetown University 2010 — 2014
Bachelor's degree, Political Science and Government
St. Sebastian's 2006 — 2010
High School Diploma, General Studies
BJ's Wholesale Club September 2013 - Present
Putnam Investments 1995 - 2011
Skills
Customer Support, System Monitoring, Metrics Reporting, Disaster Recovery, Batch Processing, Incident Management, Offsite Backup, Autosys, CA Unicentre, Securesync, Netbackup, Change Control, Production Support, Servers
Education
Fitchburg State College
Computer Science
PR Newswire May 2003 - Present
PR Newswire May 2003 - May 2004
Putnam Investments August 2001 - May 2003
Skills
Building Relationships, Press Releases, Account Management, Marketing Communications, Social Networking, Corporate Communications, Public Relations, Customer Service, Integrated Marketing, Management, Marketing, Strategic Communications, Nonprofits, Media Relations, Publicity, Internal Communications, Social Media, Facebook, Crisis Communications, Social Media Marketing, Email Marketing, Digital Media, Digital Marketing, Newsletters, Content Development, Content Strategy, Reputation Management, Social Media Measurement
Education
Fordham University 1997 — 2001
B.A., English
Bain Capital January 2015 - Present
Bingham McCutchen August 2011 - December 2014
State Street Bank August 2008 - August 2011
Verrex Corporation February 2006 - August 2008
Putnam Investments February 2003 - February 2006
Adelphia Communications September 2000 - February 2003
Skills
Troubleshooting, Video Conferencing, Multimedia, Integration, Technical Support, Networking, Data Center, Software Installation, Security, Help Desk Support, Cisco Technologies, Windows 7, Telecommunications, System Deployment, Management, Project Management, Microsoft Office
Education
Virginia Wesleyan College 1995 — 1999
Bachelor of Arts (BA), Communication, General
Full Sail University 1999 — 2000
Associate of Science (AS), Cinematography and Film/Video Production
Oracle Applications Consultant October 2005 - Present
Whitbread Technology Partners September 2003 - September 2005
Independent Consulting November 2002 - September 2003
Oracle Corporation March 1998 - November 2002
Putnam Investments January 1997 - January 1998
Geac Software Systems (formerly Dun & Bradstreet Software) November 1992 - December 1997
BAE Systems March 1983 - November 1992
Skills
Oracle E-Business Suite, Oracle Applications, Purchasing, Manufacturing, Supply Chain Management, Project Management, WIP, Bill of Materials, Business Process, Software Implementation, Pre-sales, Requirements Gathering, Order Management, ERP, Procure-to-Pay, Solution Architecture, Data Migration, Oracle CRM, Oracle, Software Documentation, Oracle Discoverer, Discrete Manufacturing, Supply Chain, Inventory Management, Cost Management, Dataloader Professional, iProcurement, System Administration, Engineering, Solution Design, Depot Repair, ASCP, BOM, Oracle Financials, Procure to Pay, EBS, Data Conversion, Project Manufacturing, BI Publisher, Amazon EBS
Education
Franklin Pierce University
BS, Computer Science
Health Services Administrators May 2012 - Present
Clean Harbors September 2011 - June 2012
Fidelity Investments January 2004 - August 2011
Putnam Investments April 2000 - January 2004
Putnam Investments June 1998 - April 2000
Skills
Microsoft SQL Server, VB.NET, C#, ASP.NET, XML, WCF, Oracle, PL/SQL, Visual Studio, CSS, SOA, TFS, ETL, JavaScript, Access, Agile Methodologies, .NET, SDLC, LINQ, AJAX, Database Design, ASP, SSIS, UML, HTML, Business Analysis, VBA, Web Services, T-SQL, Silverlight, Databases, SSRS, XSLT, Software Development, Web Development, Object Oriented Design, Entity Framework
Education
Framingham State College 1988 — 1992
B.A.
BNY Mellon Asset Servicing June 2010 - Present
BNY Mellon Asset Servicing March 2008 - June 2010
Brickmill Marketing Services June 2007 - March 2008
W.A. Wilde June 2006 - June 2007
BNY Mellon Asset Servicing November 2000 - June 2006
Dalbar May 2000 - November 2000
Putnam Investments March 1999 - May 2000
Skills
Direct Marketing, Account Management, CRM, Direct Mail, Financial Services, Management, Mutual Funds, Analysis, Contract Negotiation, Customer Satisfaction, Nonprofits, Relationship Management, Vendor Management, Business Analysis, Asset Management, Process Improvement, New Business Development, Sales, Call Centers, Project Management, Salesforce.com, Training
Education
Southern New Hampshire University 2015 — 2018
Business Administration
Fitchburg State University 1996 — 1997
Business Administration
Putnam Investments May 2015 - Present
Putnam Investments September 2014 - May 2015
Florida Gulf Coast University June 2009 - May 2014
Summit Brokerage Services, Inc. May 2013 - August 2013
Oakley 2011 - 2013
University Directories May 2012 - August 2012
Skills
Marketing, Sales, Social Media, Customer Service, Social Networking, PowerPoint, Microsoft Excel, Microsoft Office, Event Planning, Facebook, Microsoft Word, Public Relations, Public Speaking, Social Media Marketing, Time Management, Mutual Funds
Education
Florida Gulf Coast University 2009 — 2013
Bachelor of Arts (B.A.), Communication, General
Mercer July 2014 - Present
Aflac August 2012 - January 2015
Colonial Life January 2013 - June 2014
IGO Elementary School 2005 - 2012
Putnam Investments 1997 - 1999
Citizens Bank 1991 - 1997
Walpole Cooperative Bank 1989 - 1991
Landmark Financial Group 1988 - 1989
Skills
Employee Benefits, Health Insurance, Life Insurance, Customer Service, Long-term Care, Management, Insurance, Brokers, Team Building, Social Media
Education
Framingham State College 1984 — 1988
BS, Business/Managerial Economics
Westford Academy 1980 — 1984
Bachelor of Applied Science (B.A.Sc.), Economics
Massachusetts Institute of Technology December 2001 - Present
Akamai Technologies 1999 - 2001
Thomson Financial (now Thomson Reuters) 1997 - 1999
Putnam Investments 1996 - 1997
Skills
Client Relationship..., Strategic Sourcing, Building Efficient..., CRM, Change Management, Employee Engagement, Human Resources, Interviews, Strategic Planning, Applicant Tracking..., Building Relationships, College Recruiting, Leadership, Manage client..., Negotiation, Onboarding, Recruiting, Sourcing, Staffing Services, Start-ups, Talent Acquisition, Talent Management, Technical Recruiting, Temporary Placement, Vendor Management, Strategy, Executive Search, Hiring, Program Management, Resume Writing
Education
Fairfield University
B.A., Communication
Nova Southeastern University
M.B.A., with a concentration in HR Management
Goldman Sachs 2009 - 2014
UnitedHealth Group 2008 - 2009
UnitedHealth Group 2006 - 2008
Sun April 1999 - July 2006
Putnam Investments 1996 - 1999
Xerox Corporation 1995 - 1996
IBM Rockville, MD 1993 - 1995
NASA/Goddard Space Flight Center 1988 - 1992
Skills
Strategic Planning, Governance, Alliances, Security, Idea Generation, Cloud Computing, Strategy Development, SaaS, Team Leadership, Team Building, Product Development, Product Management, Mergers, Corporate Governance, Application Architecture, Enterprise Software, Management Consulting, SOA, Strategy, Business Intelligence, Enterprise Architecture, Business Analysis, Java, Business Process, Distributed Systems, Vendor Management, Architecture, Program Management, Business Strategy, Cross-functional Team..., SDLC, Leadership, IT Strategy, Consulting, Software Development, Data Center, Integration, Solution Architecture, Big Data, Software Engineering, Change Management, Solaris, Entrepreneurship, Agile Methodologies, Software Project..., System Architecture, Executive Management, Telecommunications, Analytics, Business Transformation
Education
George Mason University
M.S
Indian Institute of Science
B.E
The Hartford Chief Data ArchitectHartford Financial Services2001 - Present
The Hartford Insurance Group 2001 - Present
Putnam Investments 1996 - 1997
Education
Fairfield University 1976 — 1980
Allegion US December 2013 - Present
Ingersoll Rand September 2010 - December 2013
IT Convergence January 2009 - September 2010
Putnam Investments October 2008 - December 2008
Oracle USA April 2006 - September 2008
University of Illinois at Chicago February 2006 - April 2006
AAA Life Insurance Company May 2005 - November 2005
Skills
OBIEE, ETL, Business Intelligence, Data Warehousing, Oracle, Informatica, Databases, Data Modeling, Oracle E-Business Suite, PL/SQL, Oracle Applications
Education
Fairleigh Dickinson University 2003 — 2005
Masters, Computer Science
VantagePoint Business Solutions 2012 - Present
Wellington Management 2011 - 2012
Wellington Management 2007 - 2011
Putnam Investments 2004 - 2007
Fleet Financial Group 1987 - 1997
Education
Framingham State College 1985 — 1986
Bachelor of Science (BS), Accounting and Finance
Bridgewater State College
BS, Accounting
Fidelity Investments December 2013 - Present
BNY Mellon October 2008 - October 2013
BNY Mellon April 2007 - October 2008
MPL Fulfillment Solutions November 2006 - April 2007
Ferguson Enterprises March 2004 - November 2006
MPL Fulfillment Solutions September 2003 - March 2004
UBS August 2000 - September 2003
Putnam Investments January 1996 - August 2000
Skills
Finance, Investments, Mutual Funds, CRM, Account Reconciliation, Analysis, Management
Education
Fitchburg State College
Bachelor of Science (B.S.), Economics
Eagle Investment Systems LLC December 2006 - Present
United Stated Coast Guard Auxiliary March 1986 - Present
Eagle Investment Systems LLC September 2001 - December 2006
Putnam Invesments 1996 - 2001
Putnam Investments 1996 - 2001
Skills
Business Analysis, Financial Services, Equities, Securities, Asset Management, Program Management, Project Management, Data Warehousing, Portfolio Management, Requirements Gathering, Requirements Analysis, Financial Analysis, Enterprise Software, Software Development, Databases, Quality Assurance, Software Documentation, Training, Software Project..., User Acceptance Testing, Analysis
Education
Florida State University 1987 — 1990
BS, Elementary Education
Hull 1981 — 1985
John Hancock Financial Services June 2010 - Present
SUNLIFE FINANCIAL November 2007 - February 2010
SUNLIFE FINANCIAL February 2005 - November 2007
Putnam Investments November 2003 - February 2005
Putnam Investments November 2003 - February 2005
Putnam Investments November 2003 - February 2005
Jones New York Suits January 1999 - January 2002
Jones New York Suits January 1999 - January 2002
Skills
Management, Business Analysis, Project Management, SDLC, Customer Service, Applicant Tracking..., Financial Services, Social Media Marketing, Employee Benefits, Six Sigma
Education
Framingham State University
B.A, Business Administration
Framingham State University
B.A, Business Administration
Framingham State University
Mercer February 2012 - Present
Mercer May 2007 - February 2012
Mercer July 2005 - May 2007
Putnam Investments January 1995 - July 2005
Skills
401k, Employee Benefits, ERISA, Financial Services, Retirement, Pensions, Mutual Funds, Investments, Management, Retirement Planning, Relationship Management, Defined Benefit, Process Improvement, Customer Service, Vendor Management
Education
Fisher College
Business
Palmer High School
High School
Quincy College
Business
Fitchburg State College
Nursing
EMPOWER Retirement November 2014 - Present
Putnam Investments June 2007 - November 2014
Putnam Investments July 2001 - June 2007
Putnam Investments July 1997 - July 2001
Skills
401k, Superior Client Service, Investments, Relationship Management, Series 7, Series 63, Defined Contribution
Education
Fitchburg State College 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Putnam Investments September 2002 - Present
GTE Government Systems 1988 - 1993
Skills
Financial Services, Forecasting, Due Diligence, Customer Service, Business Analysis, Equities, Mutual Funds, Microsoft Excel, Finance, Corporate Finance, Financial Analysis, Strategic Financial..., Financial Reporting
Education
University of Massachusetts Boston 1987 — 1990
Framingham State University 1974 — 1978
BS, Education
Fidelity Investments July 2006 - Present
Fidelity Investments February 2001 - July 2006
Putnam Investments March 2000 - February 2001
Massachusetts Registry of Motor Vehicles January 1997 - March 2000
LESSARD TAYLOR COMMUNICATIONS INC March 1995 - January 1997
Skills
Instructional Design, Technical Writing, Instructor-led Training, Program Management, Training, Series 7, Business Analysis, Risk Management, Coaching, Series 63
Education
UNIVERSITY OF MASSACHUSSETTS 1996 — 1998
M.Ed, Instructional Design
Fitchburg State University 1990 — 1994
B.S, Communications/Media
Sybase Education Telesales ConsultantSybaseAugust 2000 - Present
Putnam Investments 1997 - 2000
Education
Fitchburg State University 1993 — 1997
Littleton High School 1986 — 1990
Sotheby's February 2014 - Present
Christie's October 2010 - January 2014
Various August 2008 - May 2010
American Express 2006 - 2008
American Express 2004 - 2006
American Express 2002 - 2004
Putnam Investments 2000 - 2001
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Master of Business Administration (MBA), Marketing
The Hong Kong University of Science and Technology 2009 — 2009
Certificate, International Business
Florida State University 1996 — 2000
Bachelor of Science, Accounting
MIT Medical Center January 2013 - Present
Mount Auburn Hospital June 2011 - November 2012
New York Life Insurance Company September 2010 - December 2010
Mercer January 2005 - November 2008
Putnam Investments June 2000 - December 2004
Education
Framingham State University
ING September 2006 - Present
ING September 2005 - September 2006
Putnam Investments November 1996 - September 2003
Skills
401k, Relationship Management, Cross Selling, Retirement Planning, Mutual Funds, CRM, Employee Benefits, Financial Services, Investments, Management, Pensions, Process Improvement, Retirement, Risk Management, Series 63, Wealth Management
Education
Framingham State University
Finance
Northeastern University
Finance
Putnam Investments June 2014 - Present
Putnam Investments 1997 - June 2014
Putnam Investments January 1997 - January 2002
Fidelity Investments January 1996 - January 1997
Morningstar, Inc January 1994 - January 1996
Northwestern University January 1992 - January 1994
Skills
Marketing Communications, Editing, Investments, Blogging, Finance, Asset Allocation, Web Content, Content Management, Capital Markets, White Papers, Thought Leadership, Web Editing, Series 6, Information Graphics, Creative Direction, Creative Writing, Content Strategy, Content Writing, Content Development, Team Management, Portfolio Performance..., Economic History, Business History, Copy Editing, Web Video, Mutual Funds, Financial Services, Equities, Writing
Education
Northwestern University 1988 — 1995
M.A., Ph. D.
Georgetown University 1983 — 1987
BS
GSK March 2015 - Present
Novartis Vaccines & Diagnostics July 2009 - September 2013
Boston By Foot November 2009 - February 2010
Beth Israel Deaconess Medical Center December 2004 - July 2009
Magnus Communications, Inc. January 2000 - May 2006
Putnam Investments April 2000 - December 2004
Fleet Securities, Inc. January 1998 - January 2000
Skills
Vaccines, Pharmaceutical Industry, GCP, Data Management, ICH-GCP, Clinical Trials, SOP, Biotechnology, CRO, Protocol, Oncology, Lifesciences, CTMS, Editing, Cardiology, FDA, Employee Training, Team Building
Education
Northeastern University 1995 — 1999
MA, History
Florida Atlantic University 1985 — 1989
BA, English Literature
University of Massachusetts Boston
Instructional Design
Brickstone Properties February 2014 - Present
PC Connection February 2011 - January 2014
Lantheus Medical Imaging November 2009 - February 2010
Putnam Investments April 2007 - February 2009
Putnam Investments September 2000 - April 2007
Feeley & Driscoll November 1999 - August 2000
Putnam Investments December 1998 - November 1999
Cowan Bolduc Doherty, CPA's 1992 - 1997
Skills
SAP Business Objects, Microsoft Office, Data Analysis, Outlook, Time & Attendance, Meeting Planning, Meeting Scheduling, PowerPoint, Dependable Team Player, Siebel, Ceridian, Management, Budgets, Customer Service, Sales, Mutual Funds
Education
Fisher College 1988 — 1990
Business Management
Graduate of Methuen High School 1985 — 1988
New Horizons Computer Learning Center
Northern Essex Community College
Business and Office Management
Massachusetts Teachers Association October 2011 - Present
Walpole Teachers Association July 2010 - Present
Town of Walpole October 2001 - Present
Putnam Investments January 2001 - August 2001
Town of Carver, MA September 1998 - January 2001
Immanuel Lutheran School, Whitestone, Queens November 1997 - August 1998
Richard R. Green Educational Complex, Bronx, NY September 1997 - November 1997
Skills
Community Outreach, Curriculum Design, Curriculum Development, Special Education, Staff Development, Teaching, Tutoring, Educational Technology, Lesson Planning, Differentiated..., Teacher Training
Education
Fitchburg State University 1999 — 2008
M.Ed, Educational Leadership and Management
Stonehill College 1993 — 1997
BA, Education
Allergan plc (formerly Forest Laboratories and Actavis) March 2014 - Present
Forest Laboratories February 2012 - March 2014
Pfizer Pharmaceuticals August 2010 - January 2012
Forest Laboratories June 2009 - August 2010
Schering-Plough November 2006 - June 2009
Miami-Dade State Attorney's Office June 2005 - August 2005
Putnam Investments January 2001 - August 2003
Skills
Pharmaceutical Industry, CRO, Clinical Trials, Contract Negotiation, Biotechnology, GCP, Regulatory Affairs, CTMS, Oncology, Regulatory Submissions, FDA, Drug Development, Lifesciences, EDC, Clinical Development
Education
St. Thomas University School of Law 2003 — 2006
JD, Law
University of Massachusetts, Amherst 1998 — 2000
Bachelors, Economics
Fairleigh Dickinson University 1995 — 1997
Economics
Cohen & Steers 2009 - Present
AllianceBernstein January 2006 - October 2008
Deutsche Asset Management 2002 - 2005
Putnam Investments 1986 - 2002
Education
Georgetown University
BS, Finance
Dynamic Resources Inc October 2012 - Present
State Street 2008 - 2012
State Street 2003 - 2008
State Street 2001 - 2003
State Street 1999 - 2001
State Street 1997 - 1999
Putnam Investments 1996 - 1997
Skills
Global Custody, Fund Accounting, Business Analysis, Financial Services, Process Improvement, Financial Analysis, Global Plus, SWIFT messaging, Smartstream TLM, TLM, Corporate Actions, Customer Support, Business Requirements, User Acceptance Testing, Financial Reporting, Back Office, Foreign Exchange, Outsourcing Management, Securities, Mutual Funds
Education
Fairleigh Dickinson University 1992 — 1996
BS, Finance, Internation Business
SSC January 2007 - July 2012
Putnam Investments January 2005 - December 2006
Fidelity Investments May 2000 - December 2004
Stonehill College February 1999 - 2001
!hey software inc. March 2000 - May 2000
Risk Management Foundation September 1999 - March 2000
Putnam Investments May 1999 - September 1999
State Street March 1987 - March 1999
State Street Bank 1987 - 1999
Skills
Java, Java Enterprise Edition, EJB, Struts, JDBC, SOAP, JAXB, JSP, JMS, JAAS, Spring, Websphere, Glassfish, Sun One Java..., WebLogic, TomCat, Unix, UNIX (Linux, RedHat..., Unix Shell Scripting..., SQL, Oracle 8i/9i/10g/11g..., Sybase, DB2, SOA, TIBCO Rendezvous, Perl Script, HTML, JavaScript, Log4j, SiteMinder, AutoSys, XML, XSD, XSTL, SDLC, XML Spy, Beyond Compare, Fund Reconciliation, Corporate Actions, Pension Calculations, FTP / SFTP / FTPS /..., Solaris
Education
Fitchburg State University 2014 — 2015
Master of Science (MS), Computer Science
Fitchburg State University
BS Computer Science, Computer Science
Chelmsford High School
University of Massachusetts at Lowell
Computer Science
Maine Department of Environmental Protection June 2015 - Present
Maine Department of Environmental Protection January 2015 - June 2015
Maine Maritime Academy September 2012 - December 2014
University of Maine August 2009 - December 2014
St. George’s Estuary Monitoring Project April 2012 - October 2012
University of Maine June 2010 - December 2011
Saint Vincent Health System September 2003 - August 2009
Mercyhurst University July 2007 - September 2007
Putnam Investments May 2002 - August 2003
Brigham and Women's Hospital February 2002 - April 2002
Skills
Research, Data Analysis, Public Speaking, Oceanography, MATLAB, Teaching science, Communicating science, Citizen science, Leadership, Environmental Awareness, Biology
Education
University of Maine 2009 — 2017
Doctor of Philosophy (PhD), Oceanography
Gannon University 2005 — 2009
Master of Science (M.S.), Environmental Health & Engineering
Gannon University 2005 — 2009
Master of Business Administration (MBA)
James Cook University 1999 — 2000
Year abroad, Marine Biology and Biological Oceanography
St. Lawrence University 1999 — 2000
Bachelor of Science (B.S.), Biology, General
Boston Capital October 2006 - Present
Mercer 2004 - 2006
Putnam Investments 2000 - 2004
Skills
Real Estate Economics, Real Estate Development, Affordable Housing, Property Management, Real Estate, Asset Managment, Investments, Financial Analysis, Valuation, Disposition, Due Diligence, Real Estate Transactions, Leases, Investment Properties, Lease Negotiations, Series 7, Portfolio Management, Apartments, Accounting, Financial Modeling, Series 24, Asset Management, Series 63, Wealth Management, Mutual Funds, Finance, Alternative Investments, Financial Services
Education
Framingham State College 1993 — 1998
Bachelor of Applied Science (B.A.Sc.), Nutrition Sciences
State Street July 2007 - Present
Investors Bank & Trust November 2006 - July 2007
Putnam Investments 2001 - 2004
Education
Framingham State University 1993 — 1996
Associates, Business administration
HH Global August 2015 - Present
State Street Corporation February 2006 - November 2014
Putnam Investments 1999 - 2006
Nortel Networks 1996 - 1999
Skills
Project Management, Financial Services, Management, Process Improvement, Vendor Management, Negotiation, Business Relationship..., Managing Project Budgets, Team Building, Organizational..., Marketing, CRM, Budgets, Marketing Communications
Education
Fitchburg State University
Bachelor of Science, Business Administration, Marketing
Shire Communications February 2009 - Present
Chase Paymentech 2009 - Present
Putnam Investments October 2000 - February 2009
Education
Franklin Pierce University 1984 — 1986
Bachelors, Computer Science
Putnam Investments May 2002 - Present
Wellington Management 1994 - 1997
Skills
Asset Allocation, Portfolio Management, Mutual Funds, Fixed Income, Investment Management, Series 63, Asset Management, Investments, Investment Strategies, Bloomberg, Securities, Investment Advisory, Wealth Management, Bonds, Retirement, Capital Markets, Retirement Planning
Education
Furman University 1987 — 1990
BA, Political Science/Economics
Blue Cross Blue Shield of Massachusetts July 2015 - Present
John Hancock Financial Services January 2014 - January 2015
Fidelity Investments May 2012 - January 2014
Fidelity Investments June 2011 - May 2012
MFS Investment Management 2010 - 2011
Putnam Investments 2005 - 2009
Putnam Investments 2004 - 2005
MPI Software 2002 - 2004
Commonwealth of Massachusetts 2001 - 2002
Fidelity Investments 2000 - 2001
Skills
Project Management, Business Analysis, Financial Services, SDLC, Fixed Income, Equities, Quality Center, Vendor Management, Visio, MS Project, Corporate Actions, SQL, Testing, Securities, Requirements Gathering, Trading Systems, Portfolio Management, Investments, Derivatives, System Migration, System Implementations, Requirements Analysis, System Requirements, Agile Methodologies, Scrum
Education
Suffolk University 1982 — 1984
BSBA, Management
Fisher College 1980 — 1982
AS, Accounting
Villanova University
Master Certificate, Project Management
TJ Maxx July 2012 - Present
Mark S Valle dds, ms September 2009 - July 2010
Putnam Investments October 2001 - February 2009
BBC Worldwide January 1996 - December 1996
Museum of Fine Arts, Boston December 1993 - August 1995
Flatley Hotel Corporation 1991 - 1993
Boston College 1989 - 1990
Flatley Hotel Corporation 1988 - 1990
Skills
Customer Service, Microsoft Excel, Microsoft Office, Fundraising, Access, Outlook, Data Entry, PowerPoint, Microsoft Word, Forecasting, Payroll, Accounting, Data Analysis, Accounts Payable, Sales, Credit, Financial Analysis, QuickBooks, Research, Accounts Receivable, Retail, Management, Event Planning, Team Building, Training, Time Management
Education
Flagler College 1976 — 1978
English/Journalism/History
Franklin High School 1972 — 1976
USfalcon Senior Financial AnalystTRS Staffing SolutionsDecember 1999 - January 2003
Putnam Investments July 1998 - November 1999
Putnam Investments July 1997 - July 1998
FTP Software, Inc. October 1995 - July 1997
TASC, Inc. (now Northrop Grumman) May 1990 - October 1995
Skills
Process Improvement, Budgets, Financial Analysis, DoD, Deltek, Earned Value Management, Security Clearance, Government, Defense, Government Contracting, Program Management, Contract Management, Proposal Writing, Army, Military, Top Secret, Military Operations, Command, Air Force, Operational Planning, Aerospace, Information Assurance, National Security, Navy
Education
Southern New Hampshire University 1990 — 1995
MBA, Management
Franklin Pierce University
BS, Management
Commonwealth Financial Network January 2015 - Present
Commonwealth Financial Network April 2013 - January 2015
Putnam Investments November 2009 - April 2013
Putnam Investments November 2009 - April 2013
ATC Technologies, Inc. October 2008 - May 2009
Jenline Industries, Inc May 2007 - September 2007
Skills
PowerPoint, Microsoft Excel, Customer Service, Investments, Microsoft Office, Microsoft Word, Salesforce.com, Financial Analysis, Sales, Mutual Funds, Marketing, Finance, Lotus Notes, Time Management, Call Center, Financial Services, Retirement Operations
Education
University of Massachusetts at Lowell 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Fisher College 2006 — 2008
Arlington catholic
EMPOWER Retirement August 2012 - Present
Putnam Investments June 2009 - August 2012
BNY Mellon September 2008 - June 2009
Mercer December 2004 - September 2008
Putnam Investments June 2000 - December 2004
Putnam Investments June 1998 - June 2000
Putnam Investments December 1996 - June 1998
Education
Fitchburg State University
Mercer February 2010 - Present
Putnam Investments July 1998 - February 2010
Skills
Leadership, Data Analysis, Mutual Funds, Microsoft Office, Process Improvement, Customer Service, Microsoft Excel, Pensions, Banking, Investments
Education
Fisher College 1982 — 1984
Associate of Arts and Sciences (AAS), Business, Management, Marketing, and Related Support Services
Direct Federal Credit Union September 2015 - Present
Charles River Development March 2014 - September 2015
State Street May 2011 - March 2014
Adirondack Club June 2010 - May 2011
Putnam Investments June 2000 - May 2010
Putnam Investments June 1999 - April 2008
Putnam Investments June 2000 - November 2007
New England Mutual Life Insurance Company December 1986 - June 2000
Skills
Instructional Design, Presentation Skills, Coaching Staff, Microsoft Office, E-Learning, Captivate, Member of Toastmasters, Articulate Engage, Project Management, Process Improvement, Management, Call Centers, Team Building, Training, Leadership, Program Management, Employee Training, Customer Service, Needs Analysis, Performance Management, Training Delivery, Mutual Funds, Financial Services, Coaching, Workshop Facilitation, Organizational..., Talent Management, Leadership Development, Business Analysis, Microsoft Excel, Public Speaking
Education
EconomicsFramingham State College 1983 — 1986
Bachelors, Economics
Framingham State College 1983 — 1986
Bachelors, Economics, Business
New York Life Retirement Plan Services December 2010 - Present
Mercer January 2005 - April 2009
Putnam Investments 2000 - 2005
Putnam Investments 1997 - 2000
Putnam Investments 1993 - 1997
Putnam Investments February 1984 - 1993
Skills
401k, Retirement, Employee Benefits, Defined Benefit, Mutual Funds, Benefits Administration, Process Improvement, Financial Services, Vendor Management, Business Analysis, Change Management, Program Management, Deferred Compensation, Leadership, Access
Education
Framingham State University 1982 — 1984
Sociology
Eisenhower College 1981 — 1982
Rochester Institute of Technology 1981 — 1982
Photography
Rochester Institute of Technology 1981 — 1982
The Home Depot April 2014 - Present
Putnam Investments May 2004 - October 2011
Cross Country Automotive Services January 1997 - May 2004
State Street Bank January 1994 - June 2003
Agfa 1989 - 1993
Skills
Business Intelligence, Lotus Notes, Vendor Management, Business Analysis, Disaster Recovery, Virtualization, Business Process..., VMware, Information Technology, Troubleshooting, Project Management, Data Center, Software Project..., SQL, SaaS, IT Operations, SDLC, Team Leadership, Salesforce.com, Change Management, Process Improvement, Visio, Program Management, Unix, Incident Management, ITIL, Requirements Analysis, Cross-functional Team..., Management, Integration, IT Management, IT Strategy, Cloud Computing
Education
Suffolk University - Sawyer School of Management 1994 — 1996
MST, Taxation
Franklin Pierce College 1990 — 1994
Bachelor's degree, Finance and Financial Management Services
Pioneer Investments 2008 - Present
Putnam Investments 2001 - 2008
HBO 1997 - 2001
Education
Fordham Gabelli School of Business 1997 — 2001
MBA, Finance
Hofstra University 1990 — 1994
BBA, Accounting
Putnam Investments November 2013 - Present
Putnam Investments April 2012 - October 2013
Wainwright Investment Counsel January 2010 - March 2012
Wainwright Investment Counsel June 2007 - December 2009
Education
University of Massachusetts Boston 2007 — 2009
History
Framingham State College 2005 — 2007
Hingham High School 2001 — 2005
RBC September 2006 - Present
Investors Capital March 2004 - November 2005
Putnam Investments April 2000 - June 2003
PFPC June 1998 - March 2000
Putnam Investments June 1997 - April 1998
Education
Franklin Pierce University
Various General Education Courses
Central Catholic High School
Diploma
TIAA-CREF May 2007 - January 2011
Fidelity Investments June 2003 - March 2007
Putnam Investments June 1999 - March 2003
Putnam Investments October 1997 - June 1999
Putnam Investments January 1997 - October 1997
Putnam Investments May 1994 - December 1996
Skills
Wealth Management, Financial Planning, Retirement Income..., Global Investment..., Asset Allocation, Equities, Mutual Funds, Series 7, Series 66, Life & Health Insurance..., Variable Annuities, New Business Development
Education
Framingham State College 1988 — 1993
Bachelor of Arts (B.A.), Major: Economics - Minor: Psychology
Framingham State University 1988 — 1993
Bachelor of Arts (BA), Economics
Enterprise Iron October 2006 - Present
CitiStreet October 2003 - October 2006
Emplanet, Inc. September 2001 - May 2003
Scudder Investments 1997 - 2001
Putnam Investments 1994 - 1997
Abby Financial 1991 - 1994
Skills
401k, Retirement, Retirement Planning, Defined Benefit, Pensions, Financial Services, Mutual Funds, Defined Contribution, Benefits Administration, Relationship Management, Vendor Management, Business Requirements, Requirements Analysis, Requirements Gathering, Business Analysis, Testing, Data Conversion, User Acceptance Testing, SDLC, Business Process..., Business Process..., Visio, Risk Management
Education
Franklin Pierce College 1987 — 1989
Bachelor's degree, Marketing
University of Massachusetts, Amherst 1982 — 1985
Prime, Buchholz & Associates January 2008 - Present
Prime, Buchholz & Associates April 2005 - December 2007
Putnam Investments June 1998 - December 2004
Skills
Alternative Investments, Mutual Funds, Equities, Investment Strategies, Hedge Funds
Education
Franklin Pierce University 1997 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of New Hampshire 1988 — 1992
Bachelor’s Degree, Health and Physical Education/Fitness
FairPoint Communications January 2014 - Present
FairPoint Communications June 2013 - January 2014
FairPoint Communications November 2008 - October 2012
Partners HealthCare June 2001 - October 2008
Fidelity Investments October 1996 - October 2000
Putnam Investments October 1992 - March 1996
CSC June 1985 - June 1992
Skills
Unix, Solaris, Disaster Recovery, Integration, Data Center, Telecommunications, Troubleshooting, TCP/IP, Vendor Management, System Administration, Infrastructure, Cisco Technologies, SAN, Technical Support, Servers, VMware, Cloud Computing, Virtualization, Switches, Windows Server, Storage, IT Operations, Enterprise Software, Microsoft Exchange
Education
George Mason University 1980 — 1985
BS, Information Systems
George Mason University
Medtronic June 2015 - Present
Medtronic (formerly Covidien) April 2010 - June 2015
Putnam Investments February 2000 - April 2010
Skills
Process Improvement, Operations Management, Customer Service, Call Centers, Cross-functional Team..., Microsoft Excel, Access, Microsoft Office, Forecasting, Vendor Management, Team Building, Leadership, Project Management, Management, Business Analysis, Training, Customer Satisfaction, Outlook, Microsoft Word, Performance Management
Education
Framingham State College 2001 — 2003
Master of Arts (M.A.), Business Administration and Management, General
Framingham State College 1996 — 2000
Bachelor, Business Administration
Putnam Investments October 1992 - December 2009
Johnson & Johnson Professional, Inc June 1987 - September 1992
Education
Fisher College 1984 — 1985
Associate Degree, Travel and Tourism
Brockton High School 1979 — 1982
Putnam Investments December 2011 - Present
Putnam Investments April 2010 - December 2011
Putnam Investments May 2007 - April 2009
Putnam Investments December 2007 - May 2008
Putnam Investments December 2006 - December 2007
Education
Framingham State College
Bachelor of Science (BS), Business Administration and Management, General
DST Brokerage Solutions July 2011 - Present
Legg Mason April 2006 - July 2011
Legg Mason September 2002 - March 2006
Putnam Investments 1995 - 1998
Skills
Mutual Funds, Trading, Asset Management, Finance, Leadership, Business Analysis, Capital Markets, Financial Services, Analysis, Financial Markets, Relationship Management, Account Reconciliation, Back Office, Equities, Derivatives, Fixed Income, Risk Management, Portfolio Management, Investments, Financial Analysis, Bloomberg, Securities, Wealth Management
Education
Franklin Pierce University 1991 — 1995
BS, Finance, Marketing
LL Bean October 2007 - Present
Putnam Investments September 1993 - July 1999
Fidelity Investments 1992 - 1993
Education
Framingham State College
BA, Arts
Enterprise Iron Financial Industry Solutions, Inc. February 2014 - Present
ING US Financial Services 2000 - 2012
State Street Corporation 1991 - 2000
Putnam Investments 1987 - 1989
Skills
COBOL, VSAM, JCL, SDLC, CICS, Fileaid, Syncsort, Software Development, Unix, SharePoint, ISPF, IBM Utilities, FTP, Programming, IBM Mainframe, TSO, MVS, Business Analysis, OS/390, Easytrieve, IMS DB/DC, TCP/IP, Intertest, CLIST, Xpediter, Systems Programming, JES2, Unit Testing, Software Design
Education
Computer Training Institute
Certificate in Computer Programming
Fisher College
Associate Degree in Management
Putnam Investments December 2000 - November 2004
Putnam Investments December 1999 - December 2000
Putnam Investments April 1998 - December 1999
Putnam Investments December 1996 - April 1998
Putnam Investments December 1995 - December 1996
Putnam Investments June 1995 - December 1995
Putnam Investments September 1994 - June 1995
Benjamin Franklin Savings Bank June 1988 - January 1995
Baybank Norfolk September 1987 - June 1988
Skills
Banking, Accounting, Project Management, Leadership, Technical Analysis, Client Relations Skills, Project Finance, Finance, Portfolio Management, Securities, Strategic Planning
Education
Framingham State College 1988 — 1993
Bachelor of Science (B.S.), Business Administration, Finance
SSGA July 2008 - November 2013
Eaton Vance June 2007 - June 2008
Eaton Vance June 2006 - July 2007
SSGA October 2004 - June 2006
Columbia Management Group (CMG) October 2000 - October 2004
Ocwen Technology Xchange (AMOS) July 1998 - October 2000
Mass Housing March 1995 - July 1998
Putnam Investments March 1987 - March 1995
Skills
Fixed Income, Human Resources, Trading
Education
Fitchburg State College
Bachelor's degree, Mathematics
BRANDEIS UNIVERSITY January 2015 - July 2015
JOSLIN DIABETES CENTER December 2014 - January 2015
COLDWELL BANKER RESIDENTIAL BROKERAGE September 2014 - November 2014
PUTNAM INVESTMENTS March 2014 - September 2014
AlliedBarton Security Services September 2006 - November 2010
AlliedBarton Security Services August 2003 - September 2006
AlliedBarton Security Services June 2003 - August 2003
Skills
Recruiting, Interviews, Training, Event Management, Emergency Management, Access Control, Fiscally Responsible, Management, Human Resources, Budgets, Payroll, Supervisory Skills, Private Investigations, Team Building, Account Management, Background Checks, Employee Relations, Executive Protection, Security Audits, Loss Prevention, Physical Security, Corporate Security, Customer Service, Security Operations
Education
Framingham State College 1998 — 2002
Bachelor's degree, Major in Sociology of Business & Minor in Business Administration
State Street 2007 - Present
Putnam Investments December 1997 - December 2006
Skills
Microsoft Excel, SQL, Unix, Linux, VAX, Microsoft Word, Microsoft Office, Beyond Compare, Putty, Outlook, PSFTP, FTP
Education
Worcester State College 1996 — 1997
Bachelor's degree, Accounting
Fitchburg State College 1992 — 1996
MassMutual Financial Group August 2009 - Present
MassMutual Financial Group August 2009 - Present
Putnam Investments March 2005 - June 2009
Skills
Taft-Hartley, Investments, Retirement Planning, Mutual Funds, Series 7, Retirement, Fixed Annuities, Wealth Management, Financial Services, Life Insurance, Sales, Defined Contribution, Series 63, 401k
Education
Framingham State College 1984 — 1989
Bachelor of Arts (BA), Economics/Finance
ING U.S. May 2001 - Present
Putnam Investments June 1996 - May 2001
Education
Framingham State College 1987 — 1991
Bachelor of Applied Science (BASc), Business/Managerial Economics