Putnam Investments
Description
Putnam Investments is a privately owned investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Parent organization: Great-West Lifeco Customer service: 00 1 617-292-1000 Number of employees: 1,700+ CEO: Robert L. Reynolds (1 Jul 2008–) Headquarters: Boston, Massachusetts, United States Subsidiaries: PanAgora Asset Management, Inc.,
Putnam Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Putnam Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Putnam Investments Salaries. You can even request information on how much does Putnam Investments pay if you want to. Learn about salaries, pros and cons of working for Putnam Investments directly from the past employees.
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5,113 Putnam Investments employees in database. Find out everything there's to know about Putnam Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Putnam Investments Employees
Employee
Years
Job
Industry
Faton Begolli Faton Begolli's Putnam Investments Experience June 2011 - August 2011
Job Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
HillFresh Holdings Inc. April 2011 - Present
Merrill Lynch June 2012 - August 2012
Merrill Lynch September 2011 - December 2011
Putnam Investments June 2011 - August 2011
Hamilton College Writing Center August 2010 - May 2011
Suffolk Construction June 2010 - August 2010
Exclusive Valet May 2009 - August 2009
Rite Aid June 2008 - August 2009
Skills
Financial Analysis, Financial Modeling, Equity Research, Market Research, Research, Marketing Strategy, Management, Efficiency, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Outlook, Small Business, Investments, Entrepreneurship
Education
Hamilton College 2009 — 2013
B.A., Economics
Revere High School 2005 — 2009
High School
Merrill Lynch July 2013 - Present
HillFresh Holdings Inc. April 2011 - Present
Merrill Lynch June 2012 - August 2012
Merrill Lynch September 2011 - December 2011
Putnam Investments June 2011 - August 2011
Hamilton College Writing Center August 2010 - May 2011
Suffolk Construction June 2010 - August 2010
Exclusive Valet May 2009 - August 2009
Rite Aid June 2008 - August 2009
Skills
Financial Analysis, Financial Modeling, Equity Research, Market Research, Research, Marketing Strategy, Management, Efficiency, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Outlook, Small Business, Investments, Entrepreneurship
Education
Hamilton College 2009 — 2013
B.A., Economics
Revere High School 2005 — 2009
High School
Jennifer Rodts, SPHR Jennifer Rodts, SPHR's Putnam Investments Experience January 1995 - August 2007
Job Director of Human Resources at Boston Ballet
Industry Human Resources
Experience
Boston Ballet September 2009 - Present
Eaton Vance August 2008 - April 2009
Putnam Investments January 1995 - August 2007
Kelley/Dexter Advertising 1992 - 1995
Sanwa Bank 1991 - 1992
Skills
Employee Relations, Performance Appraisal, Employee Benefits, Human Resources, Deferred Compensation, Recruiting, New Hire Orientations, Budgets, Policy, Personnel Management, Organizational..., Interviews, Leadership, Talent Management, Labor Relations, Leadership Development, Performance Management, Strategic HR, Succession Planning, Management, Workforce Planning, Onboarding
Education
Hamilton College 1986 — 1990
Bachelor's
The Ethel Walker School 1983 — 1986
World@Work
Boston Ballet September 2009 - Present
Eaton Vance August 2008 - April 2009
Putnam Investments January 1995 - August 2007
Kelley/Dexter Advertising 1992 - 1995
Sanwa Bank 1991 - 1992
Skills
Employee Relations, Performance Appraisal, Employee Benefits, Human Resources, Deferred Compensation, Recruiting, New Hire Orientations, Budgets, Policy, Personnel Management, Organizational..., Interviews, Leadership, Talent Management, Labor Relations, Leadership Development, Performance Management, Strategic HR, Succession Planning, Management, Workforce Planning, Onboarding
Education
Hamilton College 1986 — 1990
Bachelor's
The Ethel Walker School 1983 — 1986
World@Work
Meredith (Jessee) Russell Meredith (Jessee) Russell's Putnam Investments Experience December 2011 - August 2013
Job National Account Coordinator at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price December 2014 - Present
T. Rowe Price October 2013 - November 2014
Putnam Investments December 2011 - August 2013
Putnam Investments June 2011 - November 2011
MFS Investment Management May 2010 - August 2010
Skills
Series 63, Series 6, Mutual Funds, Alternative Investments, Fixed Income, Asset Allocation, Investment Strategies, Series 7, Investments, Equities, Wealth Management, 401k
Education
Gettysburg College 2007 — 2011
Bachelor of Arts, Management, Political Science
Concord Carlisle High School 2003 — 2007
Syracuse University
International Study Experience in Florence, Italy
T. Rowe Price December 2014 - Present
T. Rowe Price October 2013 - November 2014
Putnam Investments December 2011 - August 2013
Putnam Investments June 2011 - November 2011
MFS Investment Management May 2010 - August 2010
Skills
Series 63, Series 6, Mutual Funds, Alternative Investments, Fixed Income, Asset Allocation, Investment Strategies, Series 7, Investments, Equities, Wealth Management, 401k
Education
Gettysburg College 2007 — 2011
Bachelor of Arts, Management, Political Science
Concord Carlisle High School 2003 — 2007
Syracuse University
International Study Experience in Florence, Italy
Charlotte Greenwood Charlotte Greenwood's Putnam Investments Experience March 2015 - Present
Job Pursuing master's degree at Southern New Hampshire University
Industry Accounting
Experience
Putnam Investments March 2015 - Present
The Provident Bank January 2014 - Present
TD June 2010 - July 2013
Northern Essex Community College September 2009 - December 2010
Education
Southern New Hampshire University 2014 — 2016
Master of Business Administration (M.B.A.), Accounting
UMass Lowell 2012 — 2014
Bachelor of Business Administration (B.B.A.), Concentration in Accounting and Concentration in International Business
Northern Essex Community College 2008 — 2011
Associate's degree, Accounting
Sanborn Regional High School 2004 — 2008
High School Diploma
Great Bay Community College 2007 — 2007
Putnam Investments March 2015 - Present
The Provident Bank January 2014 - Present
TD June 2010 - July 2013
Northern Essex Community College September 2009 - December 2010
Education
Southern New Hampshire University 2014 — 2016
Master of Business Administration (M.B.A.), Accounting
UMass Lowell 2012 — 2014
Bachelor of Business Administration (B.B.A.), Concentration in Accounting and Concentration in International Business
Northern Essex Community College 2008 — 2011
Associate's degree, Accounting
Sanborn Regional High School 2004 — 2008
High School Diploma
Great Bay Community College 2007 — 2007
Tiffany C. Yu Tiffany C. Yu's Putnam Investments Experience July 2011 - July 2015
Job Experienced professional looking for strategy, design or branding opportunities
Industry Design
Experience
Putnam Investments July 2011 - July 2015
Kollaboration Boston November 2010 - May 2012
Alliance to Develop Power January 2010 - May 2010
Davis Square Architects May 2009 - September 2009
Hilltown Cooperative Charter Public School January 2009 - May 2009
Paul Lukez Architecture June 2008 - August 2008
Skills
Adobe Creative Suite, Microsoft Excel, PowerPoint, Microsoft Word, MS Project, Project Coordination, Organizational..., Concept Development, Logistics Management, Design Thinking, Data Analysis, Research, Design Research, Product Development, Brand Development, Marketing Strategy
Education
Harvard University 2013 — 2013
Marketing Management & Business Rhetoric Class
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Fine Arts (BFA), Architecture + Design, Art History, Studio Art
Suffolk University 2006 — 2006
Belmont High School 2002 — 2006
High School
Putnam Investments July 2011 - July 2015
Kollaboration Boston November 2010 - May 2012
Alliance to Develop Power January 2010 - May 2010
Davis Square Architects May 2009 - September 2009
Hilltown Cooperative Charter Public School January 2009 - May 2009
Paul Lukez Architecture June 2008 - August 2008
Skills
Adobe Creative Suite, Microsoft Excel, PowerPoint, Microsoft Word, MS Project, Project Coordination, Organizational..., Concept Development, Logistics Management, Design Thinking, Data Analysis, Research, Design Research, Product Development, Brand Development, Marketing Strategy
Education
Harvard University 2013 — 2013
Marketing Management & Business Rhetoric Class
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Fine Arts (BFA), Architecture + Design, Art History, Studio Art
Suffolk University 2006 — 2006
Belmont High School 2002 — 2006
High School
Carl Fernandes's Putnam Investments Experience May 2014 - August 2014
Job Summer Associate at Putnam Investments
Industry Financial Services
Experience
Putnam Investments May 2014 - August 2014
Harvard Law School/Harvard Business School April 2013 - September 2013
Subramanian Consulting Services LLC May 2013 - August 2013
Education
Harvard University 2012 — 2016
A.B., Statistics
Parkersburg High School 2008 — 2012
Putnam Investments May 2014 - August 2014
Harvard Law School/Harvard Business School April 2013 - September 2013
Subramanian Consulting Services LLC May 2013 - August 2013
Education
Harvard University 2012 — 2016
A.B., Statistics
Parkersburg High School 2008 — 2012
Jesse Breuer Jesse Breuer's Putnam Investments Experience May 2006 - February 2007
Job Front End Developer at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network August 2014 - Present
BBN Technologies December 2013 - Present
Pearson Learning Solutions September 2012 - August 2013
American Consumer Credit Counseling March 2007 - September 2012
Putnam Investments May 2006 - February 2007
Skills
WordPress, SEO, Google Analytics, CSS, Blogging, jQuery, PHP, Web Development, Web Design, Social Media, InDesign, Content Management, XHTML, Web Analytics, Graphic Design, Newsletters, Editing, Apache, Databases, Layout
Education
Clark University Computer Career Institute
Hampshire College 1989 — 1993
Communications
Clark University Computer Career Institute
Commonwealth Financial Network August 2014 - Present
BBN Technologies December 2013 - Present
Pearson Learning Solutions September 2012 - August 2013
American Consumer Credit Counseling March 2007 - September 2012
Putnam Investments May 2006 - February 2007
Skills
WordPress, SEO, Google Analytics, CSS, Blogging, jQuery, PHP, Web Development, Web Design, Social Media, InDesign, Content Management, XHTML, Web Analytics, Graphic Design, Newsletters, Editing, Apache, Databases, Layout
Education
Clark University Computer Career Institute
Hampshire College 1989 — 1993
Communications
Clark University Computer Career Institute
Michael R. Joyce, CFA's Putnam Investments Experience December 2005 - January 2007
Job Investment Risk Analyst at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments August 2010 - Present
Pioneer Investments January 2008 - August 2010
State Street January 2007 - January 2008
Putnam Investments December 2005 - January 2007
Education
Georgia Institute of Technology 2000 — 2005
Bachelor of Science, Computer Engineering
Holliston High School 1996 — 2000
Pioneer Investments August 2010 - Present
Pioneer Investments January 2008 - August 2010
State Street January 2007 - January 2008
Putnam Investments December 2005 - January 2007
Education
Georgia Institute of Technology 2000 — 2005
Bachelor of Science, Computer Engineering
Holliston High School 1996 — 2000
Brian Phillips McEnany Brian Phillips McEnany's Putnam Investments Experience 1985 - 1987
Job Senior Compliance Analyst at John Hancock Investments
Industry Legal Services
Experience
John Hancock Investments 2003 - Present
Internal Revenue Service 1987 - 1992
Putnam Investments 1985 - 1987
Skills
Legal Research, Customer Service, Due Diligence, PowerPoint, Research, Outlook, AML, Internal Audit, Policy, Asset Management, Anti Money Laundering, Analysis, Microsoft Excel, Microsoft Word, English, Windows, Program Management, Data Analysis, Problem Solving, Nonprofits, Process Improvement, Financial Analysis, Program Development, Higher Education
Education
Gordon College 1975 — 1979
Bachelor of Science (BS), Psychology
Northeastern University 1990 — 1990
Paralegal Certificate, Paralegal Studies
John Hancock Investments 2003 - Present
Internal Revenue Service 1987 - 1992
Putnam Investments 1985 - 1987
Skills
Legal Research, Customer Service, Due Diligence, PowerPoint, Research, Outlook, AML, Internal Audit, Policy, Asset Management, Anti Money Laundering, Analysis, Microsoft Excel, Microsoft Word, English, Windows, Program Management, Data Analysis, Problem Solving, Nonprofits, Process Improvement, Financial Analysis, Program Development, Higher Education
Education
Gordon College 1975 — 1979
Bachelor of Science (BS), Psychology
Northeastern University 1990 — 1990
Paralegal Certificate, Paralegal Studies
Kate Gibbons Kate Gibbons's Putnam Investments Experience August 1994 - September 1996
Job Teacher
Industry Primary/Secondary Education
Experience
Fairport Central School District January 2012 - June 2015
UBS Wealth Management September 2002 - February 2004
Legg Mason 1999 - 2002
MFS Investment Management 1996 - 1998
Putnam Investments August 1994 - September 1996
Skills
Classroom, Classroom Management, Literacy, Elementary Education, Teaching, Lesson Planning, Differentiated..., Instructional Design, Research, Instructional Technology, Program Development, Public Speaking
Education
Nazareth College 2015 — 2016
Certification, Literacy
Nazareth College of Rochester 2007 — 2012
Master of Science (MS), Education
Gettysburg College 1990 — 1994
Bachelor of Arts (B.A.), Spanish Language and Literature
Fairport Central School District January 2012 - June 2015
UBS Wealth Management September 2002 - February 2004
Legg Mason 1999 - 2002
MFS Investment Management 1996 - 1998
Putnam Investments August 1994 - September 1996
Skills
Classroom, Classroom Management, Literacy, Elementary Education, Teaching, Lesson Planning, Differentiated..., Instructional Design, Research, Instructional Technology, Program Development, Public Speaking
Education
Nazareth College 2015 — 2016
Certification, Literacy
Nazareth College of Rochester 2007 — 2012
Master of Science (MS), Education
Gettysburg College 1990 — 1994
Bachelor of Arts (B.A.), Spanish Language and Literature
Alwyn Velásquez's Putnam Investments Experience August 2014 - February 2015
Job Senior Manager, User Experience at 89 Degrees, Inc.
Industry Design
Experience
89 Degrees June 2015 - Present
http://www.alwynvelasquez.net October 2013 - Present
89 Degrees March 2015 - June 2015
Wipro August 2014 - June 2015
Putnam Investments August 2014 - February 2015
Smart Destinations Inc. May 2014 - June 2014
Constant Contact December 2013 - June 2014
Edge Media Network / Pride Labs March 2014 - April 2014
Cambridge BrickHouse, Inc. June 2011 - March 2014
Pearson North America January 2010 - April 2011
Skills
Project Management, Web Design, Graphic Design, Task Management, Adobe Creative Suite, After Effects, Final Cut Express, HTML, CSS, Information Architecture, User Interface Design, Microsoft Office, QuarkXPress, Accessibility, Social Media, Creative Direction, Customer Relations, User Experience, Application Development, Staff Supervision, Creative Services, Design Management, Brand Standards, Creative Strategy, Corporate Identity, InDesign, Photo Shoots, Photography, Visual Communication, Rebranding, E-learning, Concept Development, Publishing, Print Collateral, Production, Layout, Logo Design, Illustrator, Typography, Brand Development, Blogging, Creative Problem Solving, Social Networking, Relationship Management, Team Building, Team Leadership, Marketing, Social Media Marketing, Interaction Design, Communication Skills
Education
StartUp Institute 2013 — 2013
Certificate, UI/UX/Product Management (Product & Design Track)
Art Institute of Boston (now part of Lesley University)
Independent Study, Graphic Design
Harvard University
Independent Study, Graphic Design
Lesley University
MSM, Management
Massachusetts College of Art
BFA, Graphic Design
89 Degrees June 2015 - Present
http://www.alwynvelasquez.net October 2013 - Present
89 Degrees March 2015 - June 2015
Wipro August 2014 - June 2015
Putnam Investments August 2014 - February 2015
Smart Destinations Inc. May 2014 - June 2014
Constant Contact December 2013 - June 2014
Edge Media Network / Pride Labs March 2014 - April 2014
Cambridge BrickHouse, Inc. June 2011 - March 2014
Pearson North America January 2010 - April 2011
Skills
Project Management, Web Design, Graphic Design, Task Management, Adobe Creative Suite, After Effects, Final Cut Express, HTML, CSS, Information Architecture, User Interface Design, Microsoft Office, QuarkXPress, Accessibility, Social Media, Creative Direction, Customer Relations, User Experience, Application Development, Staff Supervision, Creative Services, Design Management, Brand Standards, Creative Strategy, Corporate Identity, InDesign, Photo Shoots, Photography, Visual Communication, Rebranding, E-learning, Concept Development, Publishing, Print Collateral, Production, Layout, Logo Design, Illustrator, Typography, Brand Development, Blogging, Creative Problem Solving, Social Networking, Relationship Management, Team Building, Team Leadership, Marketing, Social Media Marketing, Interaction Design, Communication Skills
Education
StartUp Institute 2013 — 2013
Certificate, UI/UX/Product Management (Product & Design Track)
Art Institute of Boston (now part of Lesley University)
Independent Study, Graphic Design
Harvard University
Independent Study, Graphic Design
Lesley University
MSM, Management
Massachusetts College of Art
BFA, Graphic Design
Jared Sleeper's Putnam Investments Experience August 2014 - Present
Job Equity Associate at Putnam Investments
Industry Financial Services
Experience
Putnam Investments August 2014 - Present
Harvard University August 2010 - May 2014
Harvard Financial Analysts Club August 2012 - December 2013
Putnam Investments 2013 - 2013
ClearEdge Partners May 2012 - August 2012
Skills
Stata, Economics, Investments, R, Statistics, Data Analysis, Research, Mandarin, PowerPoint, Microsoft Office, Microsoft Excel, Financial Modeling
Education
Harvard College 2010 — 2014
Bachelor of Arts (BA), Economics
Caribou High School 2006 — 2010
Putnam Investments August 2014 - Present
Harvard University August 2010 - May 2014
Harvard Financial Analysts Club August 2012 - December 2013
Putnam Investments 2013 - 2013
ClearEdge Partners May 2012 - August 2012
Skills
Stata, Economics, Investments, R, Statistics, Data Analysis, Research, Mandarin, PowerPoint, Microsoft Office, Microsoft Excel, Financial Modeling
Education
Harvard College 2010 — 2014
Bachelor of Arts (BA), Economics
Caribou High School 2006 — 2010
Patrick Prendergast Patrick Prendergast's Putnam Investments Experience 1997 - 2000
Job Director, DC Client Services at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services April 2015 - Present
New York Life Insurance Company 2013 - April 2015
Angell Pension Group 2012 - 2013
Mercer 2005 - 2012
CitiStreet 2001 - 2005
Tuition Management Systems 2001 - 2001
Fidelity Investments 2000 - 2001
Putnam Investments 1997 - 2000
Skills
401k, Retirement, Administration, Client Service, Benefits, Customer Relations, Strategic Planning, Excel, PowerPoint, Word, Writing, Profit Sharing, Client Services, Process Improvement, Problem Solving, Wordpress, Employee Benefits, Financial Services, Microsoft Excel, ERISA, Defined Contribution, Relationship Management, Qualified Retirement..., Management, Pensions, Customer Service, Mutual Funds, Leadership, Retirement Planning, Microsoft Word
Education
Providence College
MBA, Business Administration and Management, General
Goucher College 1991 — 1995
BA, Management
John Hancock Retirement Plan Services April 2015 - Present
New York Life Insurance Company 2013 - April 2015
Angell Pension Group 2012 - 2013
Mercer 2005 - 2012
CitiStreet 2001 - 2005
Tuition Management Systems 2001 - 2001
Fidelity Investments 2000 - 2001
Putnam Investments 1997 - 2000
Skills
401k, Retirement, Administration, Client Service, Benefits, Customer Relations, Strategic Planning, Excel, PowerPoint, Word, Writing, Profit Sharing, Client Services, Process Improvement, Problem Solving, Wordpress, Employee Benefits, Financial Services, Microsoft Excel, ERISA, Defined Contribution, Relationship Management, Qualified Retirement..., Management, Pensions, Customer Service, Mutual Funds, Leadership, Retirement Planning, Microsoft Word
Education
Providence College
MBA, Business Administration and Management, General
Goucher College 1991 — 1995
BA, Management
X. Pam Chang's Putnam Investments Experience August 2015 - Present
Job Equity Research Associate at Putnam Investments
Industry Investment Management
Experience
Putnam Investments August 2015 - Present
Deutsche Bank June 2014 - August 2014
Dominion Bond Rating Services, Corporate Research & Analysis May 2013 - May 2014
WHRB-FM: Harvard Radio Broadcasting, Inc. October 2012 - November 2013
The Harvard Crimson September 2011 - September 2013
360Chestnut 2012 - January 2013
Massachusetts State Senate October 2011 - January 2012
City of Agoura Hills June 2009 - August 2011
Students for Solar Schools December 2009 - June 2011
The Junior Statesmen Foundation 2010 - 2011
Skills
Photoshop, InDesign, Stata, R, HubSpot, LaTeX, Politics, HTML, Microsoft Excel, Social Media, Research, Public Speaking, Microsoft Office, Editing, PowerPoint, Event Planning, Data Analysis, Microsoft Word, Public Relations, Non-profits, Community Outreach, Facebook, Social Networking, Fundraising, Public Policy, Mandarin, Analysis, English, Policy Analysis, Social Media Marketing, International Relations, Economics, Speech Writing, Journalism, Event Management, Political Campaigns, Press Releases, Teaching, Volunteer Management, Marketing, Bloomberg Terminal, Excel, Access, HTML + CSS, French, Blogging, Copy Editing, Creative Writing
Education
Harvard College 2011 — 2015
Bachelor of Arts (BA), Statistics
Oak Park High School 2007 — 2011
Putnam Investments August 2015 - Present
Deutsche Bank June 2014 - August 2014
Dominion Bond Rating Services, Corporate Research & Analysis May 2013 - May 2014
WHRB-FM: Harvard Radio Broadcasting, Inc. October 2012 - November 2013
The Harvard Crimson September 2011 - September 2013
360Chestnut 2012 - January 2013
Massachusetts State Senate October 2011 - January 2012
City of Agoura Hills June 2009 - August 2011
Students for Solar Schools December 2009 - June 2011
The Junior Statesmen Foundation 2010 - 2011
Skills
Photoshop, InDesign, Stata, R, HubSpot, LaTeX, Politics, HTML, Microsoft Excel, Social Media, Research, Public Speaking, Microsoft Office, Editing, PowerPoint, Event Planning, Data Analysis, Microsoft Word, Public Relations, Non-profits, Community Outreach, Facebook, Social Networking, Fundraising, Public Policy, Mandarin, Analysis, English, Policy Analysis, Social Media Marketing, International Relations, Economics, Speech Writing, Journalism, Event Management, Political Campaigns, Press Releases, Teaching, Volunteer Management, Marketing, Bloomberg Terminal, Excel, Access, HTML + CSS, French, Blogging, Copy Editing, Creative Writing
Education
Harvard College 2011 — 2015
Bachelor of Arts (BA), Statistics
Oak Park High School 2007 — 2011
Geoffrey Groesbeck Geoffrey Groesbeck's Putnam Investments Experience 2001 - 2003
Job Global strategic communications
Industry International Affairs
Experience
State Street Global Advisors 2012 - Present
República de México 2011 - Present
Massachusetts Institute of Technology 2010 - 2011
Massachusetts Institute of Technology / ITESM 2003 - 2010
Putnam Investments 2001 - 2003
U.S. Global Investors 1998 - 2001
State Street Global Advisors 1990 - 1998
Skills
International..., Entrepreneurship, Strategic Communications, Emerging Markets, Strategic Planning, Program Management, Nonprofits, Sustainable Development, Research, Public Speaking, Technology Needs..., Management Consulting, Spanish, Marketing, Investor Relations, Start-ups, Latin America, Business Strategy
Education
Massachusetts Institute of Technology 2003 — 2011
Instituto Tecnológico y de Estudios Superiores de Monterrey 2008 — 2010
Harvard University 1998 — 2000
State Street Global Advisors 2012 - Present
República de México 2011 - Present
Massachusetts Institute of Technology 2010 - 2011
Massachusetts Institute of Technology / ITESM 2003 - 2010
Putnam Investments 2001 - 2003
U.S. Global Investors 1998 - 2001
State Street Global Advisors 1990 - 1998
Skills
International..., Entrepreneurship, Strategic Communications, Emerging Markets, Strategic Planning, Program Management, Nonprofits, Sustainable Development, Research, Public Speaking, Technology Needs..., Management Consulting, Spanish, Marketing, Investor Relations, Start-ups, Latin America, Business Strategy
Education
Massachusetts Institute of Technology 2003 — 2011
Instituto Tecnológico y de Estudios Superiores de Monterrey 2008 — 2010
Harvard University 1998 — 2000
Brad Whalen Brad Whalen's Putnam Investments Experience December 2012 - Present
Job Regional Marketing Associate at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 2012 - Present
Putnam Investments June 2012 - December 2012
Springbrook NY, Inc February 2012 - May 2012
New York Central Mutual February 2010 - May 2010
Skills
Marketing, Series 63, Investments, Leadership, Management, Series 7, Public Speaking
Education
Hartwick College 2008 — 2012
Bachelor of Arts (BA), Business Administration
Foxboro High School 2004 — 2008
Putnam Investments December 2012 - Present
Putnam Investments June 2012 - December 2012
Springbrook NY, Inc February 2012 - May 2012
New York Central Mutual February 2010 - May 2010
Skills
Marketing, Series 63, Investments, Leadership, Management, Series 7, Public Speaking
Education
Hartwick College 2008 — 2012
Bachelor of Arts (BA), Business Administration
Foxboro High School 2004 — 2008
Daniel Jepson Daniel Jepson's Putnam Investments Experience January 2015 - Present
Job Associate Financial Engineer at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2015 - Present
Ayaris 9 June 2014 - Present
The Boston Conservatory September 2007 - Present
AltshulerStaats June 2012 - January 2015
Harvard Medical School November 2009 - January 2015
Harvard Institute of Proteomics, Harvard Medical School 2002 - 2009
Skills
Piano, Financial Modeling, Economics, Data Analysis, Performing Arts, Pianist, Arts Administration, R, Valuation, Financial Analysis, Microsoft Excel, Financial Statement..., Equity Research, Statistics, Econometrics, Quantitative Analytics, Finance, VBA, C++, PowerPoint, Research, SQL, SAS, Financial Reporting, Accounting, Access, Matlab, Derivatives, Bloomberg
Education
Harvard University 2012 — 2014
Master's degree, Management (Finance track), 3.7 GPA
The Boston Conservatory 2005 — 2009
MM, GPD, Piano, 4.0 GPA
Harvard University 1998 — 2002
BA, Applied Mathematics, 3.3 GPA
TASIS England
Putnam Investments January 2015 - Present
Ayaris 9 June 2014 - Present
The Boston Conservatory September 2007 - Present
AltshulerStaats June 2012 - January 2015
Harvard Medical School November 2009 - January 2015
Harvard Institute of Proteomics, Harvard Medical School 2002 - 2009
Skills
Piano, Financial Modeling, Economics, Data Analysis, Performing Arts, Pianist, Arts Administration, R, Valuation, Financial Analysis, Microsoft Excel, Financial Statement..., Equity Research, Statistics, Econometrics, Quantitative Analytics, Finance, VBA, C++, PowerPoint, Research, SQL, SAS, Financial Reporting, Accounting, Access, Matlab, Derivatives, Bloomberg
Education
Harvard University 2012 — 2014
Master's degree, Management (Finance track), 3.7 GPA
The Boston Conservatory 2005 — 2009
MM, GPD, Piano, 4.0 GPA
Harvard University 1998 — 2002
BA, Applied Mathematics, 3.3 GPA
TASIS England
Shane Schofield, CIMA®, MBA Shane Schofield, CIMA®, MBA's Putnam Investments Experience August 1995 - November 2000
Job National Director, Senior Vice President at LaSalle Investment Management
Industry Financial Services
Experience
LaSalle Investment Management, a Jones Lang LaSalle company June 2015 - Present
Franklin Templeton Investments April 2011 - May 2015
Hines Real Estate Investments October 2010 - April 2011
American Funds November 2000 - October 2010
Putnam Investments August 1995 - November 2000
MainStay Mutual Funds February 1995 - August 1995
Van Kampen Merritt July 1993 - December 1994
Skills
Mentoring, Team Leadership, Strategic Planning, Alternative Investments, Real Estate Investment, Series 7, Series 63, Investments, Asset Management, Asset Managment, Financial Advisory, Mutual Funds, Retirement Planning, Fixed Income, Variable Annuities, Risk Management, Asset Allocation, Securities, Wealth Management, Separately Managed..., Investment Advisory, Portfolio Management, Investment Properties, Investment Strategies, Investment Management, 401k, Financial Services, Series 6, Hedge Funds, Series 65, FINRA, Equities, ETFs, Series 24
Education
Georgia State University - J. Mack Robinson College of Business
MBA, Management
The Wharton School, University of Pennsylvania
University of Georgia - Terry College of Business
BBA, Finance - Securities Analysis
LaSalle Investment Management, a Jones Lang LaSalle company June 2015 - Present
Franklin Templeton Investments April 2011 - May 2015
Hines Real Estate Investments October 2010 - April 2011
American Funds November 2000 - October 2010
Putnam Investments August 1995 - November 2000
MainStay Mutual Funds February 1995 - August 1995
Van Kampen Merritt July 1993 - December 1994
Skills
Mentoring, Team Leadership, Strategic Planning, Alternative Investments, Real Estate Investment, Series 7, Series 63, Investments, Asset Management, Asset Managment, Financial Advisory, Mutual Funds, Retirement Planning, Fixed Income, Variable Annuities, Risk Management, Asset Allocation, Securities, Wealth Management, Separately Managed..., Investment Advisory, Portfolio Management, Investment Properties, Investment Strategies, Investment Management, 401k, Financial Services, Series 6, Hedge Funds, Series 65, FINRA, Equities, ETFs, Series 24
Education
Georgia State University - J. Mack Robinson College of Business
MBA, Management
The Wharton School, University of Pennsylvania
University of Georgia - Terry College of Business
BBA, Finance - Securities Analysis
Austin Franchi Austin Franchi's Putnam Investments Experience June 2015 - August 2015
Job Student at Providence College
Industry
Experience
Commodore Builders August 2015 - August 2015
Putnam Investments June 2015 - August 2015
Skills
Public Speaking, Social Skills, Leadership, Teamwork, Event Planning, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Marketing, Data Analysis
Education
Providence College 2013 — 2016
Economics
Gettysburg College 2012 — 2013
Bachelor’s Degree, Economics
St. Sebastian's School 2008 — 2012
High School
Commodore Builders August 2015 - August 2015
Putnam Investments June 2015 - August 2015
Skills
Public Speaking, Social Skills, Leadership, Teamwork, Event Planning, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Marketing, Data Analysis
Education
Providence College 2013 — 2016
Economics
Gettysburg College 2012 — 2013
Bachelor’s Degree, Economics
St. Sebastian's School 2008 — 2012
High School
Kate Samuel Kate Samuel's Putnam Investments Experience August 2011 - August 2012
Job Marketing Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2014 - Present
Putnam Investments August 2011 - August 2012
Putnam Investments May 2005 - August 2011
Putnam Investments 2004 - May 2005
Putnam Investments 2003 - 2004
Localtel August 2002 - November 2003
Skills
Series 63, Series 7, Series 65, Series 6, Mutual Funds, Investments, Customer Relations, FINRA, Word, Call Center, Microsoft Office, Customer Service, Outlook, Social Media, Client Service, Asset Allocation, Marketing, Call Centers, Client Services, Financial Services, Relationship Management, Management
Education
Gordon College 1998 — 2002
Bachelor's Degree, Psychology and Business
Lancaster University 2000 — 2000
Bachelor's Degree, Psychology and Business
Dublin Christian Academy
High School
Ameriprise Financial Services, Inc. July 2014 - Present
Putnam Investments August 2011 - August 2012
Putnam Investments May 2005 - August 2011
Putnam Investments 2004 - May 2005
Putnam Investments 2003 - 2004
Localtel August 2002 - November 2003
Skills
Series 63, Series 7, Series 65, Series 6, Mutual Funds, Investments, Customer Relations, FINRA, Word, Call Center, Microsoft Office, Customer Service, Outlook, Social Media, Client Service, Asset Allocation, Marketing, Call Centers, Client Services, Financial Services, Relationship Management, Management
Education
Gordon College 1998 — 2002
Bachelor's Degree, Psychology and Business
Lancaster University 2000 — 2000
Bachelor's Degree, Psychology and Business
Dublin Christian Academy
High School
Anni Cai's Putnam Investments Experience June 2015 - Present
Job Equity Associate Intern at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2015 - Present
Harvard Financial Analyst Club December 2013 - Present
Harvard Undergraduate Women in Business December 2013 - Present
Magnitude Capital, LLC December 2014 - June 2015
Boston College June 2011 - August 2011
Skills
Research, Microsoft Excel, PowerPoint, Public Speaking, Statistics, Microsoft Office, Microsoft Word, R, Financial Analysis, Data Analysis, Economics
Education
Harvard College 2013 — 2017
Bachelor's Degree, Statistics - Quantitative Finance track, 3.95
Hwa Chong Institution 2011 — 2012
GCE 'A' level, 9 Distinctions
Raffles Girls' School
Raffles Girls' School
Putnam Investments June 2015 - Present
Harvard Financial Analyst Club December 2013 - Present
Harvard Undergraduate Women in Business December 2013 - Present
Magnitude Capital, LLC December 2014 - June 2015
Boston College June 2011 - August 2011
Skills
Research, Microsoft Excel, PowerPoint, Public Speaking, Statistics, Microsoft Office, Microsoft Word, R, Financial Analysis, Data Analysis, Economics
Education
Harvard College 2013 — 2017
Bachelor's Degree, Statistics - Quantitative Finance track, 3.95
Hwa Chong Institution 2011 — 2012
GCE 'A' level, 9 Distinctions
Raffles Girls' School
Raffles Girls' School
Samanda Jean Samanda Jean's Putnam Investments Experience July 2011 - August 2011
Job Sales Associate at City Sports
Industry
Experience
City Sports August 2014 - Present
MITei July 2012 - August 2012
BAHEC October 2010 - May 2012
Putnam Investments July 2011 - August 2011
Sunrise Summer Camp July 2010 - August 2010
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Project Management, Typing, Teamwork
Education
Georgetown University 2012 — 2015
Bachelor’s Degree, Government and French
Boston Latin Academy 2008 — 2012
High School Diploma
City Sports August 2014 - Present
MITei July 2012 - August 2012
BAHEC October 2010 - May 2012
Putnam Investments July 2011 - August 2011
Sunrise Summer Camp July 2010 - August 2010
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Project Management, Typing, Teamwork
Education
Georgetown University 2012 — 2015
Bachelor’s Degree, Government and French
Boston Latin Academy 2008 — 2012
High School Diploma
Scott Morrison Scott Morrison's Putnam Investments Experience May 1995 - December 1999
Job SVP, Platform Architecture / Product Management at Ascensus
Industry Financial Services
Experience
Ascensus June 2014 - Present
Charles River Development August 2011 - June 2014
Upromise July 2002 - August 2011
Engage (a CMGI company) 2000 - 2001
Putnam Investments May 1995 - December 1999
Skills
User Acceptance Testing, Investments, Portfolio Management, Product Management, SDLC, Agile Methodologies, SaaS, Product Development, Financial Services, Business Analysis, Software Project...
Education
Golden Gate University 1989 — 1990
MBA, Management
Lehigh University 1983 — 1987
BS, Electrical Engineering
Ascensus June 2014 - Present
Charles River Development August 2011 - June 2014
Upromise July 2002 - August 2011
Engage (a CMGI company) 2000 - 2001
Putnam Investments May 1995 - December 1999
Skills
User Acceptance Testing, Investments, Portfolio Management, Product Management, SDLC, Agile Methodologies, SaaS, Product Development, Financial Services, Business Analysis, Software Project...
Education
Golden Gate University 1989 — 1990
MBA, Management
Lehigh University 1983 — 1987
BS, Electrical Engineering
Ed Mancini Ed Mancini's Putnam Investments Experience August 1998 - February 2003
Job Management Team at Kittery Point Yacht Yard
Industry Maritime
Experience
Kittery Point Yacht Yard March 2013 - Present
The Navigator Club, Inc. December 2007 - March 2013
Gifford Marine March 2005 - August 2007
Baert Marine April 2004 - March 2005
Putnam Investments August 1998 - February 2003
Putnam Investments January 1997 - August 1998
Regan Communications March 1994 - January 1997
Skills
Boat, Maritime
Education
Hartwick College 1989 — 1993
BA, Marketing
The Canterbury School 1985 — 1989
Kittery Point Yacht Yard March 2013 - Present
The Navigator Club, Inc. December 2007 - March 2013
Gifford Marine March 2005 - August 2007
Baert Marine April 2004 - March 2005
Putnam Investments August 1998 - February 2003
Putnam Investments January 1997 - August 1998
Regan Communications March 1994 - January 1997
Skills
Boat, Maritime
Education
Hartwick College 1989 — 1993
BA, Marketing
The Canterbury School 1985 — 1989
Fedor Smith Fedor Smith's Putnam Investments Experience May 1999 - July 2000
Job President & Managing Partner
Industry Telecommunications
Experience
ATLANTIC-ACM January 2005 - Present
Alloy Media + Marketing August 2001 - December 2004
Eureka GGN July 2000 - August 2001
Putnam Investments May 1999 - July 2000
Skills
Competitive Analysis, Interactive Marketing, Market Research, Telecommunications, Nonprofits, Wireless, Mobile Devices, Business Strategy, Marketing Strategy, Management, Strategic Partnerships, Salesforce.com, Integrated Marketing, Program Management, Research, Strategy, Social Media, Marketing, Strategic Planning, Social Media Marketing
Education
Hamilton College 1995 — 1999
BS, History and Economics
ATLANTIC-ACM January 2005 - Present
Alloy Media + Marketing August 2001 - December 2004
Eureka GGN July 2000 - August 2001
Putnam Investments May 1999 - July 2000
Skills
Competitive Analysis, Interactive Marketing, Market Research, Telecommunications, Nonprofits, Wireless, Mobile Devices, Business Strategy, Marketing Strategy, Management, Strategic Partnerships, Salesforce.com, Integrated Marketing, Program Management, Research, Strategy, Social Media, Marketing, Strategic Planning, Social Media Marketing
Education
Hamilton College 1995 — 1999
BS, History and Economics
Saba Malak Saba Malak's Putnam Investments Experience October 1997 - March 2007
Job Investor in healthcare public and private equities
Industry Investment Management
Experience
Heatlhcare Investor 2007 - Present
Advanced Practice Strategies (APS) July 2007 - March 2015
Putnam Investments October 1997 - March 2007
The Boston Consulting Group 1992 - 1997
Mercer Management Consulting (Oliver Wyman) 1988 - 1990
Skills
Asset Management, Portfolio Management, Angel Investing, Private Equity, Equity Research, Biopharma Investing, Medtech investing, Technology investing, Strategic Analysis, Investments, Asset Managment, Hedge Funds, Mutual Funds, Business Development, Valuation, Executive Management, Equities, Strategy, Finance, Corporate Development, Venture Capital
Education
Harvard Business School 1990 — 1992
MBA, Management, Finance
University of Pennsylvania 1987 — 1988
MSE, Systems Engineering
Tufts University 1983 — 1987
BSc., Electrical Engineering
Heatlhcare Investor 2007 - Present
Advanced Practice Strategies (APS) July 2007 - March 2015
Putnam Investments October 1997 - March 2007
The Boston Consulting Group 1992 - 1997
Mercer Management Consulting (Oliver Wyman) 1988 - 1990
Skills
Asset Management, Portfolio Management, Angel Investing, Private Equity, Equity Research, Biopharma Investing, Medtech investing, Technology investing, Strategic Analysis, Investments, Asset Managment, Hedge Funds, Mutual Funds, Business Development, Valuation, Executive Management, Equities, Strategy, Finance, Corporate Development, Venture Capital
Education
Harvard Business School 1990 — 1992
MBA, Management, Finance
University of Pennsylvania 1987 — 1988
MSE, Systems Engineering
Tufts University 1983 — 1987
BSc., Electrical Engineering
Bess Hochstein Bess Hochstein's Putnam Investments Experience 1987 - 1998
Job Writer, editor, communications strategist
Industry Writing and Editing
Experience
O'Reilly Media January 2015 - Present
Self-employed freelance editorial professional October 2012 - Present
Rural Intelligence April 2012 - October 2012
Freelance Writer, Editor, Communications Strategist January 2000 - April 2012
Putnam Investments 1987 - 1998
Dreyfus 1985 - 1987
Skills
Editing, Blogging, Copy Editing, Copywriting, Newsletters, Press Releases, Editorial, Facebook, Web Content, Feature Articles, Social Media, Publicity, Marketing Communications, Public Relations, Speech Writing, Journalism, Magazines, Nonprofits, Newspapers, Proofreading, Event Management, Content Development, Storytelling, Online Advertising, Advertising, Marketing, Creative Writing, Publishing, Fundraising, Content Strategy, Media Relations, Freelance Writing, AP Style, Corporate Communications, Strategic Communications, Community Outreach, Ghostwriting, Writing, Publications, Social Media Marketing, Marketing Strategy, Social Networking
Education
Hampshire College 1980 — 1984
BA, Liberal Arts
O'Reilly Media January 2015 - Present
Self-employed freelance editorial professional October 2012 - Present
Rural Intelligence April 2012 - October 2012
Freelance Writer, Editor, Communications Strategist January 2000 - April 2012
Putnam Investments 1987 - 1998
Dreyfus 1985 - 1987
Skills
Editing, Blogging, Copy Editing, Copywriting, Newsletters, Press Releases, Editorial, Facebook, Web Content, Feature Articles, Social Media, Publicity, Marketing Communications, Public Relations, Speech Writing, Journalism, Magazines, Nonprofits, Newspapers, Proofreading, Event Management, Content Development, Storytelling, Online Advertising, Advertising, Marketing, Creative Writing, Publishing, Fundraising, Content Strategy, Media Relations, Freelance Writing, AP Style, Corporate Communications, Strategic Communications, Community Outreach, Ghostwriting, Writing, Publications, Social Media Marketing, Marketing Strategy, Social Networking
Education
Hampshire College 1980 — 1984
BA, Liberal Arts
Kelly Charlton Kelly Charlton's Putnam Investments Experience December 2001 - February 2002
Job Early College Awareness Chair at Harvard Club of Seattle
Industry Management Consulting
Experience
McClure Middle School PTSA August 2012 - Present
Harvard Club of Seattle January 2012 - Present
John Hay Partners Board June 2011 - June 2012
Queen Anne Cub Scouts January 2009 - June 2012
Neighborhood Schools Task Force March 2007 - June 2012
Harvard Club of Seattle January 2009 - January 2012
MIT Enterprise Forum of the Northwest February 2008 - June 2008
Coldwell Banker Bain May 2006 - August 2007
Fidelity Investments February 2002 - September 2005
Putnam Investments December 2001 - February 2002
Skills
Community Outreach, Consulting, Project Management, Coaching, Marketing, Leadership, Management, Program Management, Entrepreneurship, Microsoft Office, Quality Assurance, Business Analysis, Strategy, Public Speaking, Research, Start-ups, Fundraising, Teaching, CSS, Data Analysis, Nonprofits, Strategic Planning, Creative Direction, Management Consulting, Social Media, Public Relations, Marketing Strategy, Analysis, Leadership Development
Education
University of Washington 2008 — 2009
Project Management Certificate, Project Management
Harvard University 1980 — 1982
CSS, Business Administration
The University of Texas at Austin 1976 — 1978
BA, English Literature
McClure Middle School PTSA August 2012 - Present
Harvard Club of Seattle January 2012 - Present
John Hay Partners Board June 2011 - June 2012
Queen Anne Cub Scouts January 2009 - June 2012
Neighborhood Schools Task Force March 2007 - June 2012
Harvard Club of Seattle January 2009 - January 2012
MIT Enterprise Forum of the Northwest February 2008 - June 2008
Coldwell Banker Bain May 2006 - August 2007
Fidelity Investments February 2002 - September 2005
Putnam Investments December 2001 - February 2002
Skills
Community Outreach, Consulting, Project Management, Coaching, Marketing, Leadership, Management, Program Management, Entrepreneurship, Microsoft Office, Quality Assurance, Business Analysis, Strategy, Public Speaking, Research, Start-ups, Fundraising, Teaching, CSS, Data Analysis, Nonprofits, Strategic Planning, Creative Direction, Management Consulting, Social Media, Public Relations, Marketing Strategy, Analysis, Leadership Development
Education
University of Washington 2008 — 2009
Project Management Certificate, Project Management
Harvard University 1980 — 1982
CSS, Business Administration
The University of Texas at Austin 1976 — 1978
BA, English Literature
Seth P. Wall Seth P. Wall's Putnam Investments Experience 1997 - 2000
Job Executive Director, MCPHS University
Industry Higher Education
Experience
MCPHS University 2006 - Present
Northeast Delta Dental 2008 - Present
Intown Manchester January 2007 - November 2012
City of Manchester, Office of the Mayor 2002 - 2006
Eastern Mountain Sports 2001 - 2002
City of Manchester, Office of the Mayor 2000 - 2001
Putnam Investments 1997 - 2000
Skills
Non-profits, Budgets, Fundraising, Nonprofits, Strategic Planning, Public Relations, Negotiation, Event Planning, Public Speaking, Government, Event Management, Marketing Communications, Microsoft Office, Management, Project Planning, Public Policy, Business Strategy
Education
New England College 2012 — 2015
Doctor of Education (Ed.D.), Higher Education Administration
Harvard Business School 2013 — 2013
Executive Education- Corporate Governance, Making Corporate Boards More Effective
Harvard Law School 2001 — 2001
Certificate, Program on Negotiation
Southern New Hampshire University 1999 — 2001
M.S., International Business
Southern New Hampshire University 1999 — 2000
M.B.A., General Management
University of New Hampshire 1992 — 1997
B.A., Psychology
University of New Hampshire 1992 — 1997
B.S., Kinesiology, option: Outdoor Education
MCPHS University 2006 - Present
Northeast Delta Dental 2008 - Present
Intown Manchester January 2007 - November 2012
City of Manchester, Office of the Mayor 2002 - 2006
Eastern Mountain Sports 2001 - 2002
City of Manchester, Office of the Mayor 2000 - 2001
Putnam Investments 1997 - 2000
Skills
Non-profits, Budgets, Fundraising, Nonprofits, Strategic Planning, Public Relations, Negotiation, Event Planning, Public Speaking, Government, Event Management, Marketing Communications, Microsoft Office, Management, Project Planning, Public Policy, Business Strategy
Education
New England College 2012 — 2015
Doctor of Education (Ed.D.), Higher Education Administration
Harvard Business School 2013 — 2013
Executive Education- Corporate Governance, Making Corporate Boards More Effective
Harvard Law School 2001 — 2001
Certificate, Program on Negotiation
Southern New Hampshire University 1999 — 2001
M.S., International Business
Southern New Hampshire University 1999 — 2000
M.B.A., General Management
University of New Hampshire 1992 — 1997
B.A., Psychology
University of New Hampshire 1992 — 1997
B.S., Kinesiology, option: Outdoor Education
Daniela Bradburn Daniela Bradburn's Putnam Investments Experience December 2012 - May 2013
Job Catering Sales Manager at Hampshire House
Industry Events Services
Experience
Hampshire House June 2015 - Present
Hampshire House May 2014 - June 2015
Tewksbury Country Club May 2014 - September 2014
MediaMate October 2013 - December 2013
Putnam Investments December 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, Public Speaking, Customer Satisfaction, Recruiting, Time Management, Nonprofits
Education
University of Massachusetts at Lowell 2012 — 2014
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Gordon College 2009 — 2011
Hampshire House June 2015 - Present
Hampshire House May 2014 - June 2015
Tewksbury Country Club May 2014 - September 2014
MediaMate October 2013 - December 2013
Putnam Investments December 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, Public Speaking, Customer Satisfaction, Recruiting, Time Management, Nonprofits
Education
University of Massachusetts at Lowell 2012 — 2014
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Gordon College 2009 — 2011
Nicole Ledoux Nicole Ledoux's Putnam Investments Experience August 2003 - July 2006
Job
Industry Food & Beverages
Experience
88 acres foods 2012 - Present
State Street January 2010 - February 2012
Constellation Energy Commodities Group 2008 - 2009
New Sector Alliance/ICIC June 2007 - August 2007
Putnam Investments August 2003 - July 2006
Putnam Investments August 2001 - August 2003
Skills
Entrepreneurship, Natural Foods, Start-ups, Business Development, Product Development, Strategy, Startup operations, Financing/Fundraising, Strategic Planning, Leadership, Analysis, Financial Modeling, Management, Analytics, Finance, Marketing Strategy
Education
Harvard Business School 2006 — 2008
MBA
University of Massachusetts, Amherst 1997 — 2001
BS
88 acres foods 2012 - Present
State Street January 2010 - February 2012
Constellation Energy Commodities Group 2008 - 2009
New Sector Alliance/ICIC June 2007 - August 2007
Putnam Investments August 2003 - July 2006
Putnam Investments August 2001 - August 2003
Skills
Entrepreneurship, Natural Foods, Start-ups, Business Development, Product Development, Strategy, Startup operations, Financing/Fundraising, Strategic Planning, Leadership, Analysis, Financial Modeling, Management, Analytics, Finance, Marketing Strategy
Education
Harvard Business School 2006 — 2008
MBA
University of Massachusetts, Amherst 1997 — 2001
BS
Jason Nogueira Jason Nogueira's Putnam Investments Experience 2003 - 2004
Job Global Equity Associate Portfolio Manager at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price 2010 - Present
T Rowe Price 2004 - 2010
Putnam Investments 2003 - 2004
McKinsey & Company June 2002 - August 2002
J.W. Childs Associates, L.P. 1999 - 2001
Goldman Sachs 1997 - 1999
Morgan Stanley 1996 - 1996
Gillette 1994 - 1996
Skills
Equity Research, Financial Modeling, Valuation, Equity Valuation, Equities, Private Equity, Asset Managment, Investment Management, Portfolio Management, Investments, Bloomberg, Investment Banking, Financial Analysis, Capital Markets, Emerging Markets, Investment Strategies
Education
Harvard Business School 2001 — 2003
MBA
Massachusetts Institute of Technology 1994 — 1997
S.B., Mechanical Engineering
University of Rhode Island
Transferred to MIT
T. Rowe Price 2010 - Present
T Rowe Price 2004 - 2010
Putnam Investments 2003 - 2004
McKinsey & Company June 2002 - August 2002
J.W. Childs Associates, L.P. 1999 - 2001
Goldman Sachs 1997 - 1999
Morgan Stanley 1996 - 1996
Gillette 1994 - 1996
Skills
Equity Research, Financial Modeling, Valuation, Equity Valuation, Equities, Private Equity, Asset Managment, Investment Management, Portfolio Management, Investments, Bloomberg, Investment Banking, Financial Analysis, Capital Markets, Emerging Markets, Investment Strategies
Education
Harvard Business School 2001 — 2003
MBA
Massachusetts Institute of Technology 1994 — 1997
S.B., Mechanical Engineering
University of Rhode Island
Transferred to MIT
Aliette L. Estrada-Flaggert Aliette L. Estrada-Flaggert's Putnam Investments Experience 2000 - 2000
Job Strategic Marketing Executive, Global Marketing at Bank of America
Industry Marketing and Advertising
Experience
Bank of America February 2001 - Present
Putnam Investments 2000 - 2000
Skills
Marketing, Marketing Communications, Marketing Strategy, Financial Services, Integrated Marketing, Leadership, Strategy
Education
Hamilton College 1993 — 1997
Emma Willard
Bank of America February 2001 - Present
Putnam Investments 2000 - 2000
Skills
Marketing, Marketing Communications, Marketing Strategy, Financial Services, Integrated Marketing, Leadership, Strategy
Education
Hamilton College 1993 — 1997
Emma Willard
Shelby Soleimani, SPHR Shelby Soleimani, SPHR's Putnam Investments Experience August 1999 - May 2000
Job Supv, Human Resources at LCRA
Industry Human Resources
Experience
LCRA January 2015 - Present
LCRA August 2013 - Present
Lower Colorado River Authority February 2010 - August 2013
Samsung Telecommunications America November 2009 - February 2010
Samsung Austin Semiconductor April 2007 - October 2009
MIT Lincoln Laboratory 2001 - 2007
Cisco Systems, Inc. May 2000 - April 2001
Putnam Investments August 1999 - May 2000
Skills
Talent Acquisition, Full-cycle Recruiting, Applicant Tracking..., Internet Recruiting, Workforce Planning, Recruiting, College Recruiting, Sourcing, Technical Recruiting, Employee Engagement, Temporary Placement, Training, Employee Relations, Employee Training, SDLC, Process Improvement, Talent Management, Project Planning, Human Resources, Organizational..., HR Policies, Management, Onboarding
Education
Gordon College 1994 — 1996
BA, Psychology
Westmont College 1992 — 1994
Bachelor of Arts, Psychology
Highland Park High School
LCRA January 2015 - Present
LCRA August 2013 - Present
Lower Colorado River Authority February 2010 - August 2013
Samsung Telecommunications America November 2009 - February 2010
Samsung Austin Semiconductor April 2007 - October 2009
MIT Lincoln Laboratory 2001 - 2007
Cisco Systems, Inc. May 2000 - April 2001
Putnam Investments August 1999 - May 2000
Skills
Talent Acquisition, Full-cycle Recruiting, Applicant Tracking..., Internet Recruiting, Workforce Planning, Recruiting, College Recruiting, Sourcing, Technical Recruiting, Employee Engagement, Temporary Placement, Training, Employee Relations, Employee Training, SDLC, Process Improvement, Talent Management, Project Planning, Human Resources, Organizational..., HR Policies, Management, Onboarding
Education
Gordon College 1994 — 1996
BA, Psychology
Westmont College 1992 — 1994
Bachelor of Arts, Psychology
Highland Park High School
Greg Olsen Greg Olsen's Putnam Investments Experience December 1993 - May 1997
Job Senior Energy Trader at TransCanada
Industry Oil & Energy
Experience
TransCanada April 2011 - Present
International Power April 2002 - April 2011
Amerada Hess January 2000 - April 2002
Avista May 1999 - January 2000
Vitol Gas & Electric May 1997 - April 1999
Putnam Investments December 1993 - May 1997
Skills
Power Generation, Commodity, Hedging, Natural Gas, Energy, Commodity Markets, Options, Petroleum, Energy Markets, Renewable Energy, Trading, Gas, Power Plants
Education
Gettysburg College 1989 — 1993
BA, Business Finance
TransCanada April 2011 - Present
International Power April 2002 - April 2011
Amerada Hess January 2000 - April 2002
Avista May 1999 - January 2000
Vitol Gas & Electric May 1997 - April 1999
Putnam Investments December 1993 - May 1997
Skills
Power Generation, Commodity, Hedging, Natural Gas, Energy, Commodity Markets, Options, Petroleum, Energy Markets, Renewable Energy, Trading, Gas, Power Plants
Education
Gettysburg College 1989 — 1993
BA, Business Finance
James Puzinas's Putnam Investments Experience 1982 - 1986
Job Owner at Blue Heron Fine Art
Industry Fine Art
Experience
Blue Heron Fine Art OwnerBlue Heron Fine Art1995 - Present
Atlantic Capital Partners 1994 - 2001
Patriot Group, Inc 1986 - 1992
Putnam Investments 1982 - 1986
Skills
Antiques, Art, 19th Century, Brokerage, Fine Art, Painting, Galleries, Auctions, Contemporary Art, Modern Art, Public Art, Museums, Blogging, Portraits, Collage, Abstraction, Watercolor, Mixed Media, Arts Administration, Paint, Oil Painting, Craft, Canvas, Illustration, Acrylic, Art Exhibitions, Collectibles, Figurative Art, Art Education, Digital Art, Art History, Drawing, Murals, Portrait Painting, Sculpture, Curating, Fine Art Photography, Visual Arts, Ceramic, Jewelry, Glass, Silver, Artists, Printmaking, Faux, Interior Design
Education
Harvard University 1978 — 1982
A.B.
Boston College High School 1974 — 1978
Blue Heron Fine Art OwnerBlue Heron Fine Art1995 - Present
Atlantic Capital Partners 1994 - 2001
Patriot Group, Inc 1986 - 1992
Putnam Investments 1982 - 1986
Skills
Antiques, Art, 19th Century, Brokerage, Fine Art, Painting, Galleries, Auctions, Contemporary Art, Modern Art, Public Art, Museums, Blogging, Portraits, Collage, Abstraction, Watercolor, Mixed Media, Arts Administration, Paint, Oil Painting, Craft, Canvas, Illustration, Acrylic, Art Exhibitions, Collectibles, Figurative Art, Art Education, Digital Art, Art History, Drawing, Murals, Portrait Painting, Sculpture, Curating, Fine Art Photography, Visual Arts, Ceramic, Jewelry, Glass, Silver, Artists, Printmaking, Faux, Interior Design
Education
Harvard University 1978 — 1982
A.B.
Boston College High School 1974 — 1978
Mark Donovan Mark Donovan's Putnam Investments Experience June 2014 - Present
Job Regional Marketing Director External Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2014 - Present
Putnam Investments October 2013 - May 2014
Putnam Investments January 2012 - October 2013
Putnam Investments September 2011 - January 2012
Parker's Boat Yard May 2011 - September 2011
Skills
Salesforce.com, Philanthropy, Series 63, Excel, Team Leadership, Creative Writing, Cold Calling, Sailing, Boating, Fishing, Hockey, Coaching Staff, PowerPoint, Consultative Selling, Needs Based Selling, Series 6, Series 7
Education
Hamilton College 2007 — 2011
Bachelor of Arts (B.A.), Economics; Government
Boston College High School 2003 — 2007
Putnam Investments June 2014 - Present
Putnam Investments October 2013 - May 2014
Putnam Investments January 2012 - October 2013
Putnam Investments September 2011 - January 2012
Parker's Boat Yard May 2011 - September 2011
Skills
Salesforce.com, Philanthropy, Series 63, Excel, Team Leadership, Creative Writing, Cold Calling, Sailing, Boating, Fishing, Hockey, Coaching Staff, PowerPoint, Consultative Selling, Needs Based Selling, Series 6, Series 7
Education
Hamilton College 2007 — 2011
Bachelor of Arts (B.A.), Economics; Government
Boston College High School 2003 — 2007
Ryan Kauppila's Putnam Investments Experience September 2014 - Present
Job Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments September 2014 - Present
Citi January 2011 - September 2014
Nomura International plc October 2008 - January 2011
Lehman Brothers July 2007 - September 2008
Burlington Capital August 2004 - August 2005
Morgan Stanley June 2000 - July 2004
Education
Harvard Business School 2005 — 2007
Harvard University 1996 — 2000
2000, Economics
Putnam Investments September 2014 - Present
Citi January 2011 - September 2014
Nomura International plc October 2008 - January 2011
Lehman Brothers July 2007 - September 2008
Burlington Capital August 2004 - August 2005
Morgan Stanley June 2000 - July 2004
Education
Harvard Business School 2005 — 2007
Harvard University 1996 — 2000
2000, Economics
Carol C. McMullen's Putnam Investments Experience 1998 - 2000
Job Board Member at Partners Community Healthcare, Inc. (PCHI)
Industry Financial Services
Experience
Graebel Companies 2014 - Present
Slalom Consulting 2014 - Present
Partners Community Healthcare, Inc. (PCHI) 2014 - Present
The Norfolk & Dedham Group® 2011 - Present
Partners HealthCare 2008 - 2014
Newton-Wellesley Hospital 2003 - 2014
The Crossland Group, Ltd 2012 - 2013
Eastern Bank September 2002 - 2011
Thomson Financial September 2000 - September 2002
Putnam Investments 1998 - 2000
Skills
Investments, Executive Management, Portfolio Management, Financial Services, Equities, Business Development, Leadership, Finance, Business Planning, Wealth Management, Banking, Management, Marketing, Strategy, Asset Allocation, Philanthropy, Strategic Planning, Change Management, Investment Management
Education
Harvard Business School 1979 — 1981
MBA, General Management
Wellesley College 1973 — 1977
BA, French and Russian
Graebel Companies 2014 - Present
Slalom Consulting 2014 - Present
Partners Community Healthcare, Inc. (PCHI) 2014 - Present
The Norfolk & Dedham Group® 2011 - Present
Partners HealthCare 2008 - 2014
Newton-Wellesley Hospital 2003 - 2014
The Crossland Group, Ltd 2012 - 2013
Eastern Bank September 2002 - 2011
Thomson Financial September 2000 - September 2002
Putnam Investments 1998 - 2000
Skills
Investments, Executive Management, Portfolio Management, Financial Services, Equities, Business Development, Leadership, Finance, Business Planning, Wealth Management, Banking, Management, Marketing, Strategy, Asset Allocation, Philanthropy, Strategic Planning, Change Management, Investment Management
Education
Harvard Business School 1979 — 1981
MBA, General Management
Wellesley College 1973 — 1977
BA, French and Russian
Michael Catalfano Michael Catalfano's Putnam Investments Experience December 2003 - February 2005
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Fidelity Investments November 2011 - May 2013
Fidelity Investments December 2009 - November 2011
Fidelity Investments January 2009 - November 2009
Fidelity Investments July 2007 - December 2008
Fidelity Investments September 2006 - June 2007
Fidelity Investments February 2005 - August 2006
Putnam Investments December 2003 - February 2005
Santander Bank, N.A. July 2003 - December 2003
Skills
Risk Management, Program Management, Data Analysis, Strategy, Leadership, Strategic Planning, Risk Assessment, Project Management, MS Project, Management, Business Strategy, Operational Excellence, Operational Risk, Incident Management, Executive Reporting, Presentation Development, Message Development, Financial Analysis, Program Development, PowerPoint, Microsoft Excel, Visio, Mutual Funds, Middle Office, Financial Services, Design Thinking, Pareto Analysis, Control Charts, Business Process Mapping, Value Stream Mapping, SIPOC, Workshop Facilitation
Education
Hamilton College 1999 — 2003
BA, Philosophy
Fidelity Investments May 2013 - Present
Fidelity Investments November 2011 - May 2013
Fidelity Investments December 2009 - November 2011
Fidelity Investments January 2009 - November 2009
Fidelity Investments July 2007 - December 2008
Fidelity Investments September 2006 - June 2007
Fidelity Investments February 2005 - August 2006
Putnam Investments December 2003 - February 2005
Santander Bank, N.A. July 2003 - December 2003
Skills
Risk Management, Program Management, Data Analysis, Strategy, Leadership, Strategic Planning, Risk Assessment, Project Management, MS Project, Management, Business Strategy, Operational Excellence, Operational Risk, Incident Management, Executive Reporting, Presentation Development, Message Development, Financial Analysis, Program Development, PowerPoint, Microsoft Excel, Visio, Mutual Funds, Middle Office, Financial Services, Design Thinking, Pareto Analysis, Control Charts, Business Process Mapping, Value Stream Mapping, SIPOC, Workshop Facilitation
Education
Hamilton College 1999 — 2003
BA, Philosophy
Jeff Bray, CFA's Putnam Investments Experience March 2000 - January 2002
Job Investor Relations and Equity Research
Industry Investment Management
Experience
Imprivata July 2015 - Present
BNP Paribas Investment Partners August 2013 - October 2014
BNP Paribas Investment Partners August 2009 - August 2013
BNP Paribas Investment Partners June 2006 - August 2009
Babson Capital Management September 2002 - January 2006
Putnam Investments March 2000 - January 2002
Putnam Investments October 1997 - March 2000
Lehman Brothers June 1996 - October 1997
Putnam Investments May 1993 - June 1996
Skills
Equities, Equity Research, Equity Valuation, Portfolio Management, High Yield, Telecommunications, Information Technology, Telcoms, Telco Industry, Asset Management, Financial Risk, Chartered Financial..., Mobile Technology, Investment Portfolio, Dividends, Bonds, Technology, Investments, Bloomberg, FactSet, Valuation, Financial Modeling, Hedge Funds, Mutual Funds, Emerging Markets
Education
Harvard University 1986 — 1991
Imprivata July 2015 - Present
BNP Paribas Investment Partners August 2013 - October 2014
BNP Paribas Investment Partners August 2009 - August 2013
BNP Paribas Investment Partners June 2006 - August 2009
Babson Capital Management September 2002 - January 2006
Putnam Investments March 2000 - January 2002
Putnam Investments October 1997 - March 2000
Lehman Brothers June 1996 - October 1997
Putnam Investments May 1993 - June 1996
Skills
Equities, Equity Research, Equity Valuation, Portfolio Management, High Yield, Telecommunications, Information Technology, Telcoms, Telco Industry, Asset Management, Financial Risk, Chartered Financial..., Mobile Technology, Investment Portfolio, Dividends, Bonds, Technology, Investments, Bloomberg, FactSet, Valuation, Financial Modeling, Hedge Funds, Mutual Funds, Emerging Markets
Education
Harvard University 1986 — 1991
Marisa Stevens Marisa Stevens's Putnam Investments Experience 1998 - 1999
Job
Industry Market Research
Experience
Startup Company 2011 - Present
Windrush Farm 2005 - Present
Stevens Group January 2005 - August 2011
UniFirst Corporation 2002 - 2003
Mullen 1999 - 2002
Putnam Investments 1998 - 1999
HP Medical 1996 - 1998
Hill Holliday 1993 - 1995
Metropolitan Life Insurance Company 1990 - 1993
Skills
Media Research, Account Management, Media Planning, Research, Marketing Strategy, Creative Development, Social Media, Marketing Communications, New Business Development, Strategy Development, Brand Development, Strategic Planning, Product Development, Creative Direction, Strategy, Start-ups, Marketing Research, Social Media Marketing, Creative Writer, Journalism, Public Relations, Management, Digital Marketing, Digital Strategy
Education
Harvard Extension School 2012 — 2017
Master's Degree
Merrimack College
Bachelor of Science
Startup Company 2011 - Present
Windrush Farm 2005 - Present
Stevens Group January 2005 - August 2011
UniFirst Corporation 2002 - 2003
Mullen 1999 - 2002
Putnam Investments 1998 - 1999
HP Medical 1996 - 1998
Hill Holliday 1993 - 1995
Metropolitan Life Insurance Company 1990 - 1993
Skills
Media Research, Account Management, Media Planning, Research, Marketing Strategy, Creative Development, Social Media, Marketing Communications, New Business Development, Strategy Development, Brand Development, Strategic Planning, Product Development, Creative Direction, Strategy, Start-ups, Marketing Research, Social Media Marketing, Creative Writer, Journalism, Public Relations, Management, Digital Marketing, Digital Strategy
Education
Harvard Extension School 2012 — 2017
Master's Degree
Merrimack College
Bachelor of Science
Stephen Tate Stephen Tate's Putnam Investments Experience August 2004 - Present
Job Associate General Counsel, Putnam Investments
Industry Financial Services
Experience
Putnam Investments August 2004 - Present
Ropes & Gray LLP 2000 - 2004
Education
Harvard Law School 1997 — 2000
J.D., Law
Indiana University Bloomington 1996 — 1997
None, Chinese
The University of Georgia 1992 — 1996
B.A., Religion; Chinese Studies
Putnam Investments August 2004 - Present
Ropes & Gray LLP 2000 - 2004
Education
Harvard Law School 1997 — 2000
J.D., Law
Indiana University Bloomington 1996 — 1997
None, Chinese
The University of Georgia 1992 — 1996
B.A., Religion; Chinese Studies
Peter Stahl's Putnam Investments Experience June 1988 - April 1990
Job President at Bedrock Business Results LLC
Industry Financial Services
Experience
Bedrock Business Results LLC October 2012 - Present
The Hartford 1990 - 2012
Putnam Investments June 1988 - April 1990
Skills
Retirement Planning, Mutual Funds, FINRA, Retirement, Financial Services, Fixed Annuities, Insurance, Training, Series 7, Leadership, Asset Allocation, 401k, Series 63, Wealth Management, Financial Advisory, Investments
Education
Gordon College 1984 — 1988
Bachelor's degree, Economics & Business Administration
Bedrock Business Results LLC October 2012 - Present
The Hartford 1990 - 2012
Putnam Investments June 1988 - April 1990
Skills
Retirement Planning, Mutual Funds, FINRA, Retirement, Financial Services, Fixed Annuities, Insurance, Training, Series 7, Leadership, Asset Allocation, 401k, Series 63, Wealth Management, Financial Advisory, Investments
Education
Gordon College 1984 — 1988
Bachelor's degree, Economics & Business Administration
Jeff Owens's Putnam Investments Experience June 2015 - Present
Job Regional Marketing Director External Wholesaler
Industry Financial Services
Experience
Putnam Investments June 2015 - Present
Putnam Investments January 2014 - May 2015
Putnam Investments September 2013 - January 2014
Oppenheimer & Co. January 2013 - April 2013
UBS Wealth Management May 2012 - August 2012
Skills
Investments, Mutual Funds, Microsoft Excel, Finance, PowerPoint, Wealth Management, Series 63, Series 7, Financial Advisory, Portfolio Management, Fixed Income, Series 6
Education
Grand Valley State University 2009 — 2013
BBA Finance
Northville High School 2005 — 2009
General Diploma
Putnam Investments June 2015 - Present
Putnam Investments January 2014 - May 2015
Putnam Investments September 2013 - January 2014
Oppenheimer & Co. January 2013 - April 2013
UBS Wealth Management May 2012 - August 2012
Skills
Investments, Mutual Funds, Microsoft Excel, Finance, PowerPoint, Wealth Management, Series 63, Series 7, Financial Advisory, Portfolio Management, Fixed Income, Series 6
Education
Grand Valley State University 2009 — 2013
BBA Finance
Northville High School 2005 — 2009
General Diploma
Elizabeth Johnson Elizabeth Johnson's Putnam Investments Experience August 2000 - May 2006
Job CoOwner, Strategic in Nature
Industry Marketing and Advertising
Experience
Breaux Vineyards, Ltd. March 2011 - June 2014
Molewski Financial Partners July 2010 - May 2011
New York Life Retirement Plan Services August 2007 - November 2009
Putnam Investments August 2000 - May 2006
Skills
401k, Investments, Public Speaking, Event Planning, Marketing Strategy, Employee Benefits, Wine, Marketing, Social Media Marketing, Relationship Management, Wineries, FINRA, Insurance, Employee Relations, Series 7, Microsoft Excel, Investment Strategies, Retirement, Series 6, New Business Development, Series 63, Wine Tasting, Social Media, Retirement Planning, Customer Service, Sales, Financial Services, Management Consulting, Mutual Funds, Event Management, Marketing Communications, Business Development, Investment Advisory, Management, Pensions, Leadership, Small Business, Strategic Planning, Fixed Annuities, Business Planning, Defined Benefit, Securities, Strategy, Microsoft Office, Social Networking
Education
Harvard University
Master's, Middle Eastern Studies
University of Massachusetts, Amherst 1992 — 1997
Bachelor of Arts (B.A.), Sacred Music
Breaux Vineyards, Ltd. March 2011 - June 2014
Molewski Financial Partners July 2010 - May 2011
New York Life Retirement Plan Services August 2007 - November 2009
Putnam Investments August 2000 - May 2006
Skills
401k, Investments, Public Speaking, Event Planning, Marketing Strategy, Employee Benefits, Wine, Marketing, Social Media Marketing, Relationship Management, Wineries, FINRA, Insurance, Employee Relations, Series 7, Microsoft Excel, Investment Strategies, Retirement, Series 6, New Business Development, Series 63, Wine Tasting, Social Media, Retirement Planning, Customer Service, Sales, Financial Services, Management Consulting, Mutual Funds, Event Management, Marketing Communications, Business Development, Investment Advisory, Management, Pensions, Leadership, Small Business, Strategic Planning, Fixed Annuities, Business Planning, Defined Benefit, Securities, Strategy, Microsoft Office, Social Networking
Education
Harvard University
Master's, Middle Eastern Studies
University of Massachusetts, Amherst 1992 — 1997
Bachelor of Arts (B.A.), Sacred Music
Craig Burelle Craig Burelle's Putnam Investments Experience June 2008 - October 2008
Job Macro Analyst, VP at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company December 2014 - Present
Loomis, Sayles & Company September 2010 - November 2014
State Street June 2009 - August 2009
Putnam Investments June 2008 - October 2008
Skills
Bloomberg, Fixed Income, Equities, Valuation, Financial Modeling, Hedge Funds, Asset Management, Alternative Investments, Investments, Portfolio Management, Mutual Funds, Investment Management, Asset Allocation, Equity Research, Emerging Markets
Education
Harvard Extension School 2014 — 2016
Master’s Degree, Finance
University of Massachusetts Boston 2006 — 2010
Finance and Economics
Loomis, Sayles & Company December 2014 - Present
Loomis, Sayles & Company September 2010 - November 2014
State Street June 2009 - August 2009
Putnam Investments June 2008 - October 2008
Skills
Bloomberg, Fixed Income, Equities, Valuation, Financial Modeling, Hedge Funds, Asset Management, Alternative Investments, Investments, Portfolio Management, Mutual Funds, Investment Management, Asset Allocation, Equity Research, Emerging Markets
Education
Harvard Extension School 2014 — 2016
Master’s Degree, Finance
University of Massachusetts Boston 2006 — 2010
Finance and Economics
Adrian Chan, CFA Adrian Chan, CFA's Putnam Investments Experience July 2015 - Present
Job Portfolio Manager at Putnam Investments
Industry Investment Management
Experience
Putnam Investments July 2015 - Present
Putnam Investments July 2008 - June 2015
Putnam Investments June 2007 - August 2007
Putnam Investments July 2003 - June 2006
Skills
Portfolio Management, Asset Management, Asset Allocation, Derivatives, Equity Derivatives, Options Strategies, Quantitative Finance, Quantitative Investment..., Alternative Investments, Matlab, Bloomberg
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance, Entrepreneurial Management
Harvard University 1999 — 2003
A.B., Applied Math (Economics)
Putnam Investments July 2015 - Present
Putnam Investments July 2008 - June 2015
Putnam Investments June 2007 - August 2007
Putnam Investments July 2003 - June 2006
Skills
Portfolio Management, Asset Management, Asset Allocation, Derivatives, Equity Derivatives, Options Strategies, Quantitative Finance, Quantitative Investment..., Alternative Investments, Matlab, Bloomberg
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance, Entrepreneurial Management
Harvard University 1999 — 2003
A.B., Applied Math (Economics)
Tony Chao Tony Chao's Putnam Investments Experience January 2002 - October 2002
Job Applied Ventures
Industry Venture Capital & Private Equity
Experience
Applied Ventures July 2007 - Present
Applied Materials July 2007 - Present
Mustang Ventures May 2006 - August 2006
Cymfony October 2002 - May 2005
Putnam Investments January 2002 - October 2002
LOBBY7 October 2000 - December 2001
Skills
Java, Salesforce.com, Venture Capital, Mandarin, New Business Development, Entrepreneurship, Leadership, Start-ups, Corporate Development, Strategy, Investments, Mergers & Acquisitions, Product Management, Competitive Analysis
Education
Harvard Business School 2005 — 2007
MBA
Massachusetts Institute of Technology 1999 — 2000
M.Eng
Massachusetts Institute of Technology 1995 — 1999
B.S.
Massachusetts Institute of Technology 1995 — 1999
B.S.
Applied Ventures July 2007 - Present
Applied Materials July 2007 - Present
Mustang Ventures May 2006 - August 2006
Cymfony October 2002 - May 2005
Putnam Investments January 2002 - October 2002
LOBBY7 October 2000 - December 2001
Skills
Java, Salesforce.com, Venture Capital, Mandarin, New Business Development, Entrepreneurship, Leadership, Start-ups, Corporate Development, Strategy, Investments, Mergers & Acquisitions, Product Management, Competitive Analysis
Education
Harvard Business School 2005 — 2007
MBA
Massachusetts Institute of Technology 1999 — 2000
M.Eng
Massachusetts Institute of Technology 1995 — 1999
B.S.
Massachusetts Institute of Technology 1995 — 1999
B.S.
Robert Brookby Robert Brookby's Putnam Investments Experience Portfolio ManagerAmerican Century InvestmentsMay 2000 - September 2008
Job Portfolio Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments Portfolio ManagerAmerican Century InvestmentsMay 2000 - September 2008
Skills
Equity Research, Alternative Investments, Financial Modeling, Hedge Funds, Portfolio Management, Equities, Asset Management, Investments
Education
Harvard Business School 1997 — 1999
MBA
Northwestern University 1990 — 1994
BA, Economics
Bartlesville High School 1988 — 1990
Putnam Investments Portfolio ManagerAmerican Century InvestmentsMay 2000 - September 2008
Skills
Equity Research, Alternative Investments, Financial Modeling, Hedge Funds, Portfolio Management, Equities, Asset Management, Investments
Education
Harvard Business School 1997 — 1999
MBA
Northwestern University 1990 — 1994
BA, Economics
Bartlesville High School 1988 — 1990
Maja Feenick Maja Feenick's Putnam Investments Experience December 2013 - October 2014
Job Equity Research Associate at KBW
Industry Financial Services
Experience
KBW November 2014 - Present
Putnam Investments December 2013 - October 2014
Putnam Investments July 2013 - December 2013
Northwestern Mutual May 2012 - October 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Strategic Financial..., Microsoft Office, Data Analysis, Financial Modeling, Public Speaking, Social Media, Finance, Research, Financial Planning, Mutual Funds
Education
Hamilton College 2009 — 2013
Bachelor of Arts (BA), Mathematics and Communications
The Pingry School 2006 — 2009
KBW November 2014 - Present
Putnam Investments December 2013 - October 2014
Putnam Investments July 2013 - December 2013
Northwestern Mutual May 2012 - October 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Strategic Financial..., Microsoft Office, Data Analysis, Financial Modeling, Public Speaking, Social Media, Finance, Research, Financial Planning, Mutual Funds
Education
Hamilton College 2009 — 2013
Bachelor of Arts (BA), Mathematics and Communications
The Pingry School 2006 — 2009
Pam Holding Pam Holding's Putnam Investments Experience 1995 - 2009
Job Chief Investment Officer, Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors January 2014 - Present
Pyramis Global Advisors January 2013 - December 2013
Putnam Investments 1995 - 2009
Kemper Financial Services 1992 - 1995
Franklin Templeton Investments 1988 - 1990
Bankers Trust 1986 - 1988
Skills
Equities, Mutual Funds, Fixed Income, Alternative Investments, Investments, Securities, Bloomberg, Investment Strategies, Asset Management, Series 7, Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Financial Services
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA), N/A, Second Year Honors
Princeton University 1982 — 1986
AB, History
Montclair Kimberley Academy 1978 — 1982
High School, High School/Secondary Diplomas and Certificates
Pyramis Global Advisors January 2014 - Present
Pyramis Global Advisors January 2013 - December 2013
Putnam Investments 1995 - 2009
Kemper Financial Services 1992 - 1995
Franklin Templeton Investments 1988 - 1990
Bankers Trust 1986 - 1988
Skills
Equities, Mutual Funds, Fixed Income, Alternative Investments, Investments, Securities, Bloomberg, Investment Strategies, Asset Management, Series 7, Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Financial Services
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA), N/A, Second Year Honors
Princeton University 1982 — 1986
AB, History
Montclair Kimberley Academy 1978 — 1982
High School, High School/Secondary Diplomas and Certificates
Addison Hagan Addison Hagan's Putnam Investments Experience August 1997 - September 2005
Job Vice President at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West November 2013 - Present
Stadion Money Management August 2009 - November 2013
Transamerica Mutual Funds October 2008 - June 2009
U.S. Trust, Bank of America Private Wealth Management July 2006 - October 2008
Wachovia Bank September 2005 - July 2006
Putnam Investments August 1997 - September 2005
United States Marine Corps November 1992 - August 1997
Skills
Wealth Management, Mutual Funds, Portfolio Management, Series 7, Financial Advisory, Banking, High Net Worth..., Marketing, Alternative Investments, Asset Allocation, Series 63, Asset Management, Investment Strategies, Investments, Retirement Planning, Investment Advisory, Technical Analysis, Salesforce.com, Marketing Strategy
Education
Virginia Military Institute
BA
Hampden-Sydney College
Trust Company of the West November 2013 - Present
Stadion Money Management August 2009 - November 2013
Transamerica Mutual Funds October 2008 - June 2009
U.S. Trust, Bank of America Private Wealth Management July 2006 - October 2008
Wachovia Bank September 2005 - July 2006
Putnam Investments August 1997 - September 2005
United States Marine Corps November 1992 - August 1997
Skills
Wealth Management, Mutual Funds, Portfolio Management, Series 7, Financial Advisory, Banking, High Net Worth..., Marketing, Alternative Investments, Asset Allocation, Series 63, Asset Management, Investment Strategies, Investments, Retirement Planning, Investment Advisory, Technical Analysis, Salesforce.com, Marketing Strategy
Education
Virginia Military Institute
BA
Hampden-Sydney College
Pradeep Gudapati Pradeep Gudapati's Putnam Investments Experience June 2011 - November 2012
Job PeopleSoft Technofunctional Consultant at IMF
Industry Computer Software
Experience
International Monetary Fund September 2013 - Present
The World Bank December 2012 - August 2013
Putnam Investments June 2011 - November 2012
Phoenix Life Insurance Company February 2011 - May 2011
FedEx August 2010 - January 2011
The Hartford March 2008 - July 2010
SUPERVALU 2006 - 2008
Premier IT Solutions May 2004 - February 2006
Medtronic 2005 - 2006
Skills
PeopleSoft, PeopleCode, SQR, PeopleTools, Production Support, Unix, Oracle, Requirements Analysis, Crystal Reports, SDLC, PL/SQL, Requirements Gathering, SQL, DB2, ERP, Business Process, Financials, Business Intelligence, XML, Software Project..., Data Conversion, Business Analysis, SharePoint, PMP, Business Objects, Integration, Data Warehousing, Data Migration, Informatica, XML Publisher, Microsoft SQL Server, Business Process Design, Enterprise Architecture, Oracle Applications, User Acceptance Testing, Databases, SOA, Unix Shell Scripting, Visio, Oracle E-Business Suite, ETL, Solution Architecture, Systems Analysis, Data Modeling, Testing, Weblogic, Performance Tuning, Business Requirements, Quality Center, OBIEE
Education
Governors State University 2002 — 2004
Masters in Computer Science
AMIETE 1995 — 2000
B.E, Electronics and Telecommunications
Vivekananda junior college 1993 — 1995
Intermediate, Maths, Physics and Chemistry
V.S St John's high school, Gannavaram 1981 — 1993
high school
Hawaii Pacific University
International Monetary Fund September 2013 - Present
The World Bank December 2012 - August 2013
Putnam Investments June 2011 - November 2012
Phoenix Life Insurance Company February 2011 - May 2011
FedEx August 2010 - January 2011
The Hartford March 2008 - July 2010
SUPERVALU 2006 - 2008
Premier IT Solutions May 2004 - February 2006
Medtronic 2005 - 2006
Skills
PeopleSoft, PeopleCode, SQR, PeopleTools, Production Support, Unix, Oracle, Requirements Analysis, Crystal Reports, SDLC, PL/SQL, Requirements Gathering, SQL, DB2, ERP, Business Process, Financials, Business Intelligence, XML, Software Project..., Data Conversion, Business Analysis, SharePoint, PMP, Business Objects, Integration, Data Warehousing, Data Migration, Informatica, XML Publisher, Microsoft SQL Server, Business Process Design, Enterprise Architecture, Oracle Applications, User Acceptance Testing, Databases, SOA, Unix Shell Scripting, Visio, Oracle E-Business Suite, ETL, Solution Architecture, Systems Analysis, Data Modeling, Testing, Weblogic, Performance Tuning, Business Requirements, Quality Center, OBIEE
Education
Governors State University 2002 — 2004
Masters in Computer Science
AMIETE 1995 — 2000
B.E, Electronics and Telecommunications
Vivekananda junior college 1993 — 1995
Intermediate, Maths, Physics and Chemistry
V.S St John's high school, Gannavaram 1981 — 1993
high school
Hawaii Pacific University
Timothy Bevin Timothy Bevin's Putnam Investments Experience 2000 - 2004
Job Retirement Education Consultant at Mercer
Industry Insurance
Experience
Mercer 2005 - Present
Putnam Investments 2000 - 2004
Putnam Investments 1997 - 1999
Skills
401k, Retirement Planning, Asset Allocation, Employee Benefits, Series 63, Pensions, Investments, Open Enrollment, Mutual Funds, Series 7, Benefits Administration, Retirement, Financial Services, Investment Strategies, IRAs, Retirement Savings
Education
Grove City College 1987 — 1991
BA, History, Education
Gould Academy
Mercer 2005 - Present
Putnam Investments 2000 - 2004
Putnam Investments 1997 - 1999
Skills
401k, Retirement Planning, Asset Allocation, Employee Benefits, Series 63, Pensions, Investments, Open Enrollment, Mutual Funds, Series 7, Benefits Administration, Retirement, Financial Services, Investment Strategies, IRAs, Retirement Savings
Education
Grove City College 1987 — 1991
BA, History, Education
Gould Academy
Daniel DiRico's Putnam Investments Experience May 2010 - May 2012
Job IT Project Leader at The Boston Consulting Group
Industry Information Technology and Services
Experience
The Boston Consulting Group September 2013 - Present
Vistaprint May 2012 - September 2013
Putnam Investments May 2010 - May 2012
Boston Digital Media LLC August 2009 - May 2012
EF Education First March 2007 - August 2009
Fidelity Investments 2004 - 2009
Fidelity Investments 2001 - 2004
Fidelity Investments 1999 - 2001
Skills
Project Management, Business Analysis, Online Marketing, Lead Generation, Web Analytics, Distributed Team..., Requirements Gathering, Relationship Management, Web Content Management, SEO, Requirements Analysis, SDLC, Product Management, Google Analytics, Social Media Marketing, Team Building, Information Architecture, Marketing Strategy, Wordpress, Data Analysis, Process Improvement, Team Leadership, SEM, CRM, CMS, E-commerce, Financial Services, Scrum, Microsoft Technologies, Strategy, Web Project Management, Agile Project Management, Analysis, Digital Media, Content Management, Landing Page..., Trendspotting, Cross-functional Team..., Web Development, Entrepreneurship, Digital Marketing, WordPress, Software Development, Management, Business Intelligence, Agile Methodologies, Integration
Education
University of Massachusetts, Amherst 1994 — 1999
BS
Harvard University
The Boston Consulting Group September 2013 - Present
Vistaprint May 2012 - September 2013
Putnam Investments May 2010 - May 2012
Boston Digital Media LLC August 2009 - May 2012
EF Education First March 2007 - August 2009
Fidelity Investments 2004 - 2009
Fidelity Investments 2001 - 2004
Fidelity Investments 1999 - 2001
Skills
Project Management, Business Analysis, Online Marketing, Lead Generation, Web Analytics, Distributed Team..., Requirements Gathering, Relationship Management, Web Content Management, SEO, Requirements Analysis, SDLC, Product Management, Google Analytics, Social Media Marketing, Team Building, Information Architecture, Marketing Strategy, Wordpress, Data Analysis, Process Improvement, Team Leadership, SEM, CRM, CMS, E-commerce, Financial Services, Scrum, Microsoft Technologies, Strategy, Web Project Management, Agile Project Management, Analysis, Digital Media, Content Management, Landing Page..., Trendspotting, Cross-functional Team..., Web Development, Entrepreneurship, Digital Marketing, WordPress, Software Development, Management, Business Intelligence, Agile Methodologies, Integration
Education
University of Massachusetts, Amherst 1994 — 1999
BS
Harvard University
Les Reif Les Reif's Putnam Investments Experience 2002 - 2003
Job Sales Effectiveness, Operations, Analytics, CRM Executive
Industry Wireless
Experience
BlackBerry January 2015 - Present
BlackBerry October 2013 - December 2014
BlackBerry September 2012 - October 2013
BlackBerry November 2010 - September 2012
Dell Inc 2009 - 2010
Dell Inc 2006 - 2009
Dell Inc 2003 - 2006
Putnam Investments 2002 - 2003
FAME Professional Services (now SunGard) 2000 - 2002
CIBC Mellon 1999 - 2000
Education
York University - Schulich School of Business 2002 — 2003
M.B.A, Business Strategy and Finance
Harvard University 2002 — 2002
Perl Programming
University of Toronto - Rotman School of Management 1994 — 1998
Bachelor of Commerce, Accounting and Finance
BlackBerry January 2015 - Present
BlackBerry October 2013 - December 2014
BlackBerry September 2012 - October 2013
BlackBerry November 2010 - September 2012
Dell Inc 2009 - 2010
Dell Inc 2006 - 2009
Dell Inc 2003 - 2006
Putnam Investments 2002 - 2003
FAME Professional Services (now SunGard) 2000 - 2002
CIBC Mellon 1999 - 2000
Education
York University - Schulich School of Business 2002 — 2003
M.B.A, Business Strategy and Finance
Harvard University 2002 — 2002
Perl Programming
University of Toronto - Rotman School of Management 1994 — 1998
Bachelor of Commerce, Accounting and Finance
Andrew Yoon Andrew Yoon's Putnam Investments Experience July 2014 - Present
Job Analyst at Putnam Investments
Industry Investment Management
Experience
Putnam Investments July 2014 - Present
Putnam Investments July 2012 - July 2014
Putnam Investments July 2011 - July 2012
MIT Sloan School of Management May 2009 - May 2011
Global Platinum Securities May 2009 - May 2011
OC&C Strategy Consultants June 2010 - July 2010
Highbridge Capital Management June 2008 - August 2008
Skills
Equity Research, Bloomberg, CFA Level II Candidate..., CAIA Level I Candidate...
Education
Massachusetts Institute of Technology 2006 — 2011
S.B., Economics, Management
Phillips Academy Andover 2002 — 2006
Harvard University
Putnam Investments July 2014 - Present
Putnam Investments July 2012 - July 2014
Putnam Investments July 2011 - July 2012
MIT Sloan School of Management May 2009 - May 2011
Global Platinum Securities May 2009 - May 2011
OC&C Strategy Consultants June 2010 - July 2010
Highbridge Capital Management June 2008 - August 2008
Skills
Equity Research, Bloomberg, CFA Level II Candidate..., CAIA Level I Candidate...
Education
Massachusetts Institute of Technology 2006 — 2011
S.B., Economics, Management
Phillips Academy Andover 2002 — 2006
Harvard University
Monique Bell Monique Bell's Putnam Investments Experience June 2003 - January 2005
Job Senior Consultant, Cable & Telecommunications
Industry Telecommunications
Experience
Sand Cherry Associates June 2010 - Present
Verizon Wireless June 2009 - August 2009
XM Satellite Radio July 2007 - August 2008
XM Satellite Radio October 2006 - June 2007
XM Satellite Radio January 2006 - October 2006
XM Satellite Radio August 2005 - January 2006
Putnam Investments June 2003 - January 2005
Cinglar Wireless 2002 - 2002
S. Reyman & Associates 1997 - 1997
Skills
Financial Modeling, Competitive Analysis, Strategy, Business Strategy, Valuation, Mergers, Marketing Strategy, Corporate Development, Strategic Partnerships, Cross-functional Team..., Financial Analysis, Product Management, Strategic Planning, Mergers & Acquisitions, Investor Relations, Budgets, Marketing, Leadership, Forecasting, Management Consulting, Finance, Process Improvement, Due Diligence, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Harvard University 1999 — 2003
BA, Economics
St. Ignatius College Prep 1995 — 1999
Sand Cherry Associates June 2010 - Present
Verizon Wireless June 2009 - August 2009
XM Satellite Radio July 2007 - August 2008
XM Satellite Radio October 2006 - June 2007
XM Satellite Radio January 2006 - October 2006
XM Satellite Radio August 2005 - January 2006
Putnam Investments June 2003 - January 2005
Cinglar Wireless 2002 - 2002
S. Reyman & Associates 1997 - 1997
Skills
Financial Modeling, Competitive Analysis, Strategy, Business Strategy, Valuation, Mergers, Marketing Strategy, Corporate Development, Strategic Partnerships, Cross-functional Team..., Financial Analysis, Product Management, Strategic Planning, Mergers & Acquisitions, Investor Relations, Budgets, Marketing, Leadership, Forecasting, Management Consulting, Finance, Process Improvement, Due Diligence, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Harvard University 1999 — 2003
BA, Economics
St. Ignatius College Prep 1995 — 1999
Joseph Mrozienski Joseph Mrozienski's Putnam Investments Experience 1996 - 2002
Job Director, TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2013 - Present
Mrozienski Global January 2010 - May 2013
Paychex March 2009 - August 2010
Lincoln Financial Distributors January 2007 - August 2008
American Express Financial Advisors January 2005 - January 2007
PLANCO June 2002 - January 2005
Putnam Investments 1996 - 2002
Skills
Mutual Funds, Investments, 401k, Strategic Financial..., Fixed Annuities, Insurance, Asset Management, Retirement, Financial Markets, Asset Managment, Financial Advisory, Leadership, ETFs, Retirement Planning, Series 7, Series 63, Life Insurance, Alternative Investments, Long-term Care
Education
Hamilton College 1992 — 1996
TIAA-CREF May 2013 - Present
Mrozienski Global January 2010 - May 2013
Paychex March 2009 - August 2010
Lincoln Financial Distributors January 2007 - August 2008
American Express Financial Advisors January 2005 - January 2007
PLANCO June 2002 - January 2005
Putnam Investments 1996 - 2002
Skills
Mutual Funds, Investments, 401k, Strategic Financial..., Fixed Annuities, Insurance, Asset Management, Retirement, Financial Markets, Asset Managment, Financial Advisory, Leadership, ETFs, Retirement Planning, Series 7, Series 63, Life Insurance, Alternative Investments, Long-term Care
Education
Hamilton College 1992 — 1996
Barbara Surprenant Barbara Surprenant's Putnam Investments Experience November 2012 - Present
Job Client Support Administrator at Putnam Investments
Industry Financial Services
Experience
Putnam Investments November 2012 - Present
Putnam Investments October 2004 - November 2012
Skills
Series 6, Equities, Series 63, Mutual Funds, Fixed Income, Series 7
Education
Greater Lowell Technical School
Putnam Investments November 2012 - Present
Putnam Investments October 2004 - November 2012
Skills
Series 6, Equities, Series 63, Mutual Funds, Fixed Income, Series 7
Education
Greater Lowell Technical School
Michael Cuddy, PMP, CSM Michael Cuddy, PMP, CSM's Putnam Investments Experience July 2007 - December 2009
Job Project Manager/Business Analyst at GMO
Industry Financial Services
Experience
GMO July 2010 - Present
Wellington Management April 2010 - July 2010
Putnam Investments July 2007 - December 2009
Putnam Investments April 2003 - July 2007
Putnam Investments July 2002 - April 2003
Loomis Sayles September 2001 - July 2002
BlackRock April 1999 - April 2001
Skills
Business Analysis, Fixed Income, Vendor Management, Equities, Asset Management, Analysis, Financial Services, Business Process..., Management, Derivatives, Investments, Barclays Point, Access, Microsoft Excel, Data Analysis, Data Warehousing, Bloomberg, Mutual Funds, SQL, Process Improvement, Trading, Market Data, Software Documentation, Investment Management, Asset Managment, Technology
Education
Syracuse University 1990 — 1996
BA, History
Archbishop Stepinac 1986 — 1990
High School
Harvard Law School 2009 — 2009
Certificate, Program on Negotiation
GMO July 2010 - Present
Wellington Management April 2010 - July 2010
Putnam Investments July 2007 - December 2009
Putnam Investments April 2003 - July 2007
Putnam Investments July 2002 - April 2003
Loomis Sayles September 2001 - July 2002
BlackRock April 1999 - April 2001
Skills
Business Analysis, Fixed Income, Vendor Management, Equities, Asset Management, Analysis, Financial Services, Business Process..., Management, Derivatives, Investments, Barclays Point, Access, Microsoft Excel, Data Analysis, Data Warehousing, Bloomberg, Mutual Funds, SQL, Process Improvement, Trading, Market Data, Software Documentation, Investment Management, Asset Managment, Technology
Education
Syracuse University 1990 — 1996
BA, History
Archbishop Stepinac 1986 — 1990
High School
Harvard Law School 2009 — 2009
Certificate, Program on Negotiation
David L. King's Putnam Investments Experience June 1983 - November 2008
Job Senior Portfolio Manager at Columbia Threadneedle
Industry Financial Services
Experience
Columbia Threadneedle March 2010 - Present
Putnam Investments June 1983 - November 2008
Citibank N.A. May 1980 - July 1981
Manufacturers Hanover Trust September 1978 - April 1980
Skills
Equities, Portfolio Management, Mutual Funds, Securities, Asset Management, Fixed Income, Jazz Guitar, Capital Markets
Education
Harvard Business School 1981 — 1983
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1974 — 1978
BS, Administration
Columbia Threadneedle March 2010 - Present
Putnam Investments June 1983 - November 2008
Citibank N.A. May 1980 - July 1981
Manufacturers Hanover Trust September 1978 - April 1980
Skills
Equities, Portfolio Management, Mutual Funds, Securities, Asset Management, Fixed Income, Jazz Guitar, Capital Markets
Education
Harvard Business School 1981 — 1983
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1974 — 1978
BS, Administration
James Barber James Barber's Putnam Investments Experience July 2011 - May 2014
Job Research Analyst at Causeway Capital Management LLC
Industry Investment Management
Experience
Causeway Capital Management LLC June 2014 - Present
Putnam Investments July 2011 - May 2014
Bloomberg June 2010 - August 2010
D.A. Davidson & Co. June 2009 - August 2009
Skills
Financial Modeling, Bloomberg, Financial Analysis, Data Analysis, Alternative Investments, Hedge Funds, Capital Markets, Equities, Valuation, Portfolio Management, PowerPoint, Investments, Wealth Management, Investment Strategies, Financial Statement..., Fixed Income, Emerging Markets, Asset Managment, Equity Research, Bloomberg Terminal, Mutual Funds
Education
Gonzaga University - School of Business Administration 2007 — 2011
Finance & Economics
Causeway Capital Management LLC June 2014 - Present
Putnam Investments July 2011 - May 2014
Bloomberg June 2010 - August 2010
D.A. Davidson & Co. June 2009 - August 2009
Skills
Financial Modeling, Bloomberg, Financial Analysis, Data Analysis, Alternative Investments, Hedge Funds, Capital Markets, Equities, Valuation, Portfolio Management, PowerPoint, Investments, Wealth Management, Investment Strategies, Financial Statement..., Fixed Income, Emerging Markets, Asset Managment, Equity Research, Bloomberg Terminal, Mutual Funds
Education
Gonzaga University - School of Business Administration 2007 — 2011
Finance & Economics
Eric Shaver's Putnam Investments Experience 1987 - 1991
Job Managing Partner at Kensei Partners, LLC
Industry Professional Training & Coaching
Experience
Kensei Partners, LLC February 2009 - Present
Basho Technologies January 2008 - February 2009
Compete, Inc. May 2007 - January 2008
AccuRev, Inc. September 2001 - May 2007
Informio, Inc. June 2001 - September 2001
CommerceTone, Inc. May 2000 - June 2001
The MathWorks June 1991 - May 2000
Putnam Investments 1987 - 1991
Skills
Sales, SaaS, Salesforce.com, Sales Process, Lead Generation, Solution Selling, Enterprise Software, Demand Generation, Sales Management, Account Management, New Business Development, Direct Sales, Business Development, Start-ups, Strategic Partnerships, Relationship Management, Strategy, Leadership, Training, Channel Partners, Go-to-market Strategy, B2B, Professional Services, Management, Selling, Program Management, Executive Management, Entrepreneurship, Product Development
Education
Harvard Extension School
Professional Selling and Sales Management
University of Massachusetts, Amherst 1982 — 1986
BA, Economics
The Bronx High School of Science 1979 — 1981
Kensei Partners, LLC February 2009 - Present
Basho Technologies January 2008 - February 2009
Compete, Inc. May 2007 - January 2008
AccuRev, Inc. September 2001 - May 2007
Informio, Inc. June 2001 - September 2001
CommerceTone, Inc. May 2000 - June 2001
The MathWorks June 1991 - May 2000
Putnam Investments 1987 - 1991
Skills
Sales, SaaS, Salesforce.com, Sales Process, Lead Generation, Solution Selling, Enterprise Software, Demand Generation, Sales Management, Account Management, New Business Development, Direct Sales, Business Development, Start-ups, Strategic Partnerships, Relationship Management, Strategy, Leadership, Training, Channel Partners, Go-to-market Strategy, B2B, Professional Services, Management, Selling, Program Management, Executive Management, Entrepreneurship, Product Development
Education
Harvard Extension School
Professional Selling and Sales Management
University of Massachusetts, Amherst 1982 — 1986
BA, Economics
The Bronx High School of Science 1979 — 1981
Allison M. FitzGerald's Putnam Investments Experience 2002 - 2006
Job Investment Officer at University of Washington
Industry Investment Management
Experience
University of Washington Investment Management September 2010 - Present
Liberty Dialysis LLC 2009 - 2010
Ignition Partners 2008 - 2009
Putnam Investments 2002 - 2006
Launch Media (& subsequent Yahoo! division) 2000 - 2002
Skills
Valuation, Financial Analysis, Due Diligence, Financial Modeling, Investments, Finance, Corporate Finance, Market Research, Investment Management, Asset Management, Equities, Portfolio Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Harvard University 1996 — 2000
AB, Economics
London School of Economics and Political Science 1999 — 1999
Summer 1999
University of Washington Investment Management September 2010 - Present
Liberty Dialysis LLC 2009 - 2010
Ignition Partners 2008 - 2009
Putnam Investments 2002 - 2006
Launch Media (& subsequent Yahoo! division) 2000 - 2002
Skills
Valuation, Financial Analysis, Due Diligence, Financial Modeling, Investments, Finance, Corporate Finance, Market Research, Investment Management, Asset Management, Equities, Portfolio Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Harvard University 1996 — 2000
AB, Economics
London School of Economics and Political Science 1999 — 1999
Summer 1999
Vincent Phan's Putnam Investments Experience 1998 - 2000
Job
Industry Computer Software
Experience
IBM Rational Software February 2003 - Present
IBM 2003 - Present
UPromise 2001 - 2002
CertCo 2000 - 2001
Putnam Investments 1998 - 2000
State Street Bank 1996 - 1998
Education
Harvard University 2001 — 2006
Master of Liberal Arts
University of Rhode Island 1991 — 1995
Bachelor of Science
Moses Brown School 1991 — 1995
High School
IBM Rational Software February 2003 - Present
IBM 2003 - Present
UPromise 2001 - 2002
CertCo 2000 - 2001
Putnam Investments 1998 - 2000
State Street Bank 1996 - 1998
Education
Harvard University 2001 — 2006
Master of Liberal Arts
University of Rhode Island 1991 — 1995
Bachelor of Science
Moses Brown School 1991 — 1995
High School
Eric Graber-Lopez's Putnam Investments Experience July 2002 - October 2005
Job Principal, BlueWave Capital
Industry Renewables & Environment
Experience
BlueWave Capital, LLC January 2009 - Present
Putnam Investments - MidCap Growth Equity Team October 2005 - December 2008
Putnam Investments July 2002 - October 2005
Commerzbank AG July 1998 - July 2000
Caspian Securities August 1995 - July 1998
Skills
Strategic Advisory, Project Financing, Project Development, Renewable Energy, Solar, Distributed Generation, Electricity Markets, Development Of Teams, Community Involvement, Valuation, Private Equity, Due Diligence, Energy, Alternative Energy, Equities, Mergers, Strategic Planning, Market Analysis, Financial Modeling, Financial Analysis, Cleantech, Corporate Finance, Strategy, Solar Energy, Project Management, Mergers & Acquisitions, Project Finance, Investments, Equity Research, Finance, Hedge Funds, Asset Management, Portfolio Management, Emerging Markets, Alternative Investments, Photovoltaics, Energy Policy, Entrepreneurship, Venture Capital, Investment Management, Clean Technology, Corporate Development, Sustainable Energy, Financial Structuring
Education
Massachusetts Institute of Technology - Sloan School of Management 2000 — 2002
MBA, Finance
Hampshire College 1988 — 1993
BA, History & Economics
BlueWave Capital, LLC January 2009 - Present
Putnam Investments - MidCap Growth Equity Team October 2005 - December 2008
Putnam Investments July 2002 - October 2005
Commerzbank AG July 1998 - July 2000
Caspian Securities August 1995 - July 1998
Skills
Strategic Advisory, Project Financing, Project Development, Renewable Energy, Solar, Distributed Generation, Electricity Markets, Development Of Teams, Community Involvement, Valuation, Private Equity, Due Diligence, Energy, Alternative Energy, Equities, Mergers, Strategic Planning, Market Analysis, Financial Modeling, Financial Analysis, Cleantech, Corporate Finance, Strategy, Solar Energy, Project Management, Mergers & Acquisitions, Project Finance, Investments, Equity Research, Finance, Hedge Funds, Asset Management, Portfolio Management, Emerging Markets, Alternative Investments, Photovoltaics, Energy Policy, Entrepreneurship, Venture Capital, Investment Management, Clean Technology, Corporate Development, Sustainable Energy, Financial Structuring
Education
Massachusetts Institute of Technology - Sloan School of Management 2000 — 2002
MBA, Finance
Hampshire College 1988 — 1993
BA, History & Economics
Karl W. Saur's Putnam Investments Experience 1997 - 2004
Job Vice President, Institutional Attorney at Eaton Vance
Industry Legal Services
Experience
Eaton Vance October 2012 - Present
Eaton Vance January 2008 - October 2012
InnerSight Coaching March 2007 - October 2012
Citi Global Transaction Services (formerly, BISYS Fund Services) May 2005 - December 2006
Putnam Investments 1997 - 2004
Putnam Investments 1990 - 1997
Bingham McCutchen LLP (formerly, Bingham Dana & Gould) 1986 - 1990
Skills
Securities Regulation, Corporate Governance, Legal Writing, Due Diligence, Corporate Law, Securities, Legal Research, Nonprofits, Financial Services, Research, Hedge Funds, Editing, Mergers & Acquisitions, Public Speaking, Microsoft Excel, Compliance, Investments, Mergers, Private Equity, Microsoft Office, Alternative Investments, Mutual Funds, Contract Negotiation, Asset Managment
Education
Harvard Law School 1983 — 1986
J.D. cum laude
University of Virginia 1979 — 1983
B.A. with highest distinction, History
Eaton Vance October 2012 - Present
Eaton Vance January 2008 - October 2012
InnerSight Coaching March 2007 - October 2012
Citi Global Transaction Services (formerly, BISYS Fund Services) May 2005 - December 2006
Putnam Investments 1997 - 2004
Putnam Investments 1990 - 1997
Bingham McCutchen LLP (formerly, Bingham Dana & Gould) 1986 - 1990
Skills
Securities Regulation, Corporate Governance, Legal Writing, Due Diligence, Corporate Law, Securities, Legal Research, Nonprofits, Financial Services, Research, Hedge Funds, Editing, Mergers & Acquisitions, Public Speaking, Microsoft Excel, Compliance, Investments, Mergers, Private Equity, Microsoft Office, Alternative Investments, Mutual Funds, Contract Negotiation, Asset Managment
Education
Harvard Law School 1983 — 1986
J.D. cum laude
University of Virginia 1979 — 1983
B.A. with highest distinction, History
Collin Crownover's Putnam Investments Experience October 2000 - November 2003
Job Head of Currency Management and FICC Research at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors October 2006 - Present
Citigroup December 2003 - October 2006
Putnam Investments October 2000 - November 2003
Barclays Global Investors May 1996 - October 2000
Skills
Foreign Exchange..., Investment Strategies, Currency, Derivatives, Portfolio Management, Global Macro, Asset Allocation, Portfolio Optimization, Emerging Markets, Foreign Exchange, Commodity, Investment Banking, Macroeconomics, Economics, Options, Bonds, Quantitative Analytics, Hedging
Education
University of California, Santa Barbara 1991 — 1995
MA, PhD
Graceland University 1987 — 1991
BA
Huntington Beach High School 1983 — 1987
High School Diploma
State Street Global Advisors October 2006 - Present
Citigroup December 2003 - October 2006
Putnam Investments October 2000 - November 2003
Barclays Global Investors May 1996 - October 2000
Skills
Foreign Exchange..., Investment Strategies, Currency, Derivatives, Portfolio Management, Global Macro, Asset Allocation, Portfolio Optimization, Emerging Markets, Foreign Exchange, Commodity, Investment Banking, Macroeconomics, Economics, Options, Bonds, Quantitative Analytics, Hedging
Education
University of California, Santa Barbara 1991 — 1995
MA, PhD
Graceland University 1987 — 1991
BA
Huntington Beach High School 1983 — 1987
High School Diploma
Eric Bartholomae's Putnam Investments Experience 1998 - 1999
Job Chief Financial Officer, and EVP at Wolters Kluwer Tax and Accounting
Industry Publishing
Experience
Wolters Kluwer Tax & Accounting January 2014 - Present
CCH, a Wolters Kluwer business January 2013 - January 2014
Wolters Kluwer Health, Lippincott Williams and Wilkins, Ovid September 2006 - January 2013
Sentient Jet 2004 - 2004
Fidelity Investments 1999 - 2002
Putnam Investments 1998 - 1999
PepsiCo 1992 - 1998
The Boston Consulting Group 1987 - 1991
Skills
Corporate Development, Venture Capital, Due Diligence, Financial Analysis, Valuation, Executive Management, Corporate Finance, Start-ups, Acquisition Integration
Education
Harvard Business School 1985 — 1987
MBA
Princeton University 1978 — 1982
BSME, Mechanical and Aerospace Engineering
Wolters Kluwer Tax & Accounting January 2014 - Present
CCH, a Wolters Kluwer business January 2013 - January 2014
Wolters Kluwer Health, Lippincott Williams and Wilkins, Ovid September 2006 - January 2013
Sentient Jet 2004 - 2004
Fidelity Investments 1999 - 2002
Putnam Investments 1998 - 1999
PepsiCo 1992 - 1998
The Boston Consulting Group 1987 - 1991
Skills
Corporate Development, Venture Capital, Due Diligence, Financial Analysis, Valuation, Executive Management, Corporate Finance, Start-ups, Acquisition Integration
Education
Harvard Business School 1985 — 1987
MBA
Princeton University 1978 — 1982
BSME, Mechanical and Aerospace Engineering
Brian Munson's Putnam Investments Experience 1995 - 2003
Job Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management November 2013 - Present
American Funds June 2007 - November 2013
Curian Capital March 2003 - June 2007
Putnam Investments 1995 - 2003
Colonial Mutual Funds 1994 - 1995
Skills
Consultative Approach, Public Speaking, Separately Managed..., Mentoring, Writing, Series 7, Series 65, Series 63, Series 24, Investments, Portfolio Management, Asset Management
Education
Hamilton College 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Weston High School 1985 — 1989
Thornburg Investment Management November 2013 - Present
American Funds June 2007 - November 2013
Curian Capital March 2003 - June 2007
Putnam Investments 1995 - 2003
Colonial Mutual Funds 1994 - 1995
Skills
Consultative Approach, Public Speaking, Separately Managed..., Mentoring, Writing, Series 7, Series 65, Series 63, Series 24, Investments, Portfolio Management, Asset Management
Education
Hamilton College 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Weston High School 1985 — 1989
Amy DiMarzio's Putnam Investments Experience August 2003 - October 2012
Job Vice President/Senior Fixed Income Analyst at Bank of America
Industry Financial Services
Experience
Bank of America May 2014 - Present
Pioneer Investments November 2012 - April 2014
Putnam Investments August 2003 - October 2012
Putnam Investments June 1998 - July 2001
Skills
Strategy, Management Consulting, Valuation, Corporate Development, Financial Modeling, Competitive Analysis, Financial Analysis, Mergers & Acquisitions, Analytics, Due Diligence, Asset Management, Fixed Income, Mutual Funds, Bloomberg
Education
Harvard University
BA
Northwestern University - Kellogg School of Management
MBA
Bank of America May 2014 - Present
Pioneer Investments November 2012 - April 2014
Putnam Investments August 2003 - October 2012
Putnam Investments June 1998 - July 2001
Skills
Strategy, Management Consulting, Valuation, Corporate Development, Financial Modeling, Competitive Analysis, Financial Analysis, Mergers & Acquisitions, Analytics, Due Diligence, Asset Management, Fixed Income, Mutual Funds, Bloomberg
Education
Harvard University
BA
Northwestern University - Kellogg School of Management
MBA
Lisa Murray's Putnam Investments Experience July 2004 - June 2007
Job Investments Director at Kauffman Foundation
Industry Investment Management
Experience
Kauffman Foundation April 2013 - Present
Angeles Investment Advisors August 2009 - February 2013
Putnam Investments July 2004 - June 2007
Education
Harvard Business School 2007 — 2009
MBA
Princeton University 2000 — 2004
Kauffman Foundation April 2013 - Present
Angeles Investment Advisors August 2009 - February 2013
Putnam Investments July 2004 - June 2007
Education
Harvard Business School 2007 — 2009
MBA
Princeton University 2000 — 2004
Melissa Delorey's Putnam Investments Experience 1997 - 1999
Job at State of New Hampshire Department of Labor
Industry Government Administration
Experience
State of New Hampshire Department of Labor January 2011 - Present
State of New Hampshire August 2005 - January 2011
Lennox Capital April 2005 - August 2005
Jefferson Pilot Securities November 1999 - February 2005
Putnam Investments 1997 - 1999
Education
Granite State College 2014 — 2016
Master's degree, Management
Granite State College 2001 — 2003
bachelor of science, Business
Burdett College 1993 — 1994
Associates Degree, Fashion/Apparel Design
State of New Hampshire Department of Labor January 2011 - Present
State of New Hampshire August 2005 - January 2011
Lennox Capital April 2005 - August 2005
Jefferson Pilot Securities November 1999 - February 2005
Putnam Investments 1997 - 1999
Education
Granite State College 2014 — 2016
Master's degree, Management
Granite State College 2001 — 2003
bachelor of science, Business
Burdett College 1993 — 1994
Associates Degree, Fashion/Apparel Design
Paul Rodine's Putnam Investments Experience 1997 - 1999
Job Sr. Network Engineer at Interactions Corporation
Industry Hospital & Health Care
Experience
Interactions Corporation September 2014 - Present
Boston Public Library November 2012 - September 2014
Certeon December 2010 - November 2012
athenahealth April 2004 - August 2010
State Street 1999 - 2003
Computer People January 1997 - January 1999
Putnam Investments 1997 - 1999
Skills
Data Center, VMware, Virtualization, Disaster Recovery, Cloud Computing, Firewalls, SaaS, Hardware, Network Security, Active Directory, Storage, VoIP, Troubleshooting, Cisco Technologies, VMware ESX, Networking, Network Architecture, Routing, TCP/IP, Juniper, Servers, VPN, WAN, Network Design, Citrix, Storage Area Networks, Security
Education
Gustavus Adolphus College 1988 — 1992
Stensunds folkhögskola 1990 — 1991
Fritidsledare (Youth Leadership)
Interactions Corporation September 2014 - Present
Boston Public Library November 2012 - September 2014
Certeon December 2010 - November 2012
athenahealth April 2004 - August 2010
State Street 1999 - 2003
Computer People January 1997 - January 1999
Putnam Investments 1997 - 1999
Skills
Data Center, VMware, Virtualization, Disaster Recovery, Cloud Computing, Firewalls, SaaS, Hardware, Network Security, Active Directory, Storage, VoIP, Troubleshooting, Cisco Technologies, VMware ESX, Networking, Network Architecture, Routing, TCP/IP, Juniper, Servers, VPN, WAN, Network Design, Citrix, Storage Area Networks, Security
Education
Gustavus Adolphus College 1988 — 1992
Stensunds folkhögskola 1990 — 1991
Fritidsledare (Youth Leadership)
Lisa Sisco's Putnam Investments Experience 1984 - 1988
Job Professor at Johnson & Wales University
Industry Higher Education
Experience
Sisco+Berluti July 2009 - Present
Johnson & Wales University September 1995 - Present
Putnam Investments 1984 - 1988
Skills
Curriculum Design, Teaching, Leadership Development, Public Speaking, Student Affairs, Higher Education, Curriculum Development, Student Development, Instructional Design, Nonprofits, Fundraising, Staff Development, E-Learning, Academic Advising, Distance Learning, Social Media, Event Planning, Educational Leadership, Program Development, Strategic Planning, Adult Education, Admissions, Public Relations, Marketing, College Teaching, Blogging, Instructional Technology, Research, Academic Administration, Community Outreach, Grant Writing, Educational Technology, Student Engagement, Classroom, Leadership, Microsoft Office, University Teaching, Editing
Education
University of New Hampshire 1990 — 1995
Ph.D., English
Georgetown University 1980 — 1984
Norwich Free Academy 1976 — 1980
Sisco+Berluti July 2009 - Present
Johnson & Wales University September 1995 - Present
Putnam Investments 1984 - 1988
Skills
Curriculum Design, Teaching, Leadership Development, Public Speaking, Student Affairs, Higher Education, Curriculum Development, Student Development, Instructional Design, Nonprofits, Fundraising, Staff Development, E-Learning, Academic Advising, Distance Learning, Social Media, Event Planning, Educational Leadership, Program Development, Strategic Planning, Adult Education, Admissions, Public Relations, Marketing, College Teaching, Blogging, Instructional Technology, Research, Academic Administration, Community Outreach, Grant Writing, Educational Technology, Student Engagement, Classroom, Leadership, Microsoft Office, University Teaching, Editing
Education
University of New Hampshire 1990 — 1995
Ph.D., English
Georgetown University 1980 — 1984
Norwich Free Academy 1976 — 1980
Patrick Ravey's Putnam Investments Experience December 1991 - July 1998
Job Project Manager at Pershing
Industry Banking
Experience
Pershing May 2012 - Present
Societe Generale June 2011 - December 2011
Credit Suisse June 2008 - May 2010
Credit Suisse 2008 - 2010
Lehman Brothers December 2003 - March 2008
Lehman Brothers 2003 - 2008
Deutsche Bank August 1998 - June 2003
Putnam Investments December 1991 - July 1998
The Boston Company September 1987 - December 1991
Skills
Risk Management, Business Analysis, SDLC, Project Management, Financial Risk, Management, Strategy, Analysis, Derivatives, Investment Banking, Equities
Education
Gordon Conwell Theological Seminary
Gordon-Conwell Seminary
M. Div
Washington University in St
B.A, Drama
Washington University in St. Louis
Pershing May 2012 - Present
Societe Generale June 2011 - December 2011
Credit Suisse June 2008 - May 2010
Credit Suisse 2008 - 2010
Lehman Brothers December 2003 - March 2008
Lehman Brothers 2003 - 2008
Deutsche Bank August 1998 - June 2003
Putnam Investments December 1991 - July 1998
The Boston Company September 1987 - December 1991
Skills
Risk Management, Business Analysis, SDLC, Project Management, Financial Risk, Management, Strategy, Analysis, Derivatives, Investment Banking, Equities
Education
Gordon Conwell Theological Seminary
Gordon-Conwell Seminary
M. Div
Washington University in St
B.A, Drama
Washington University in St. Louis
Bruce Nopenz's Putnam Investments Experience June 1987 - July 1991
Job at
Industry Plastics
Experience
Grover Corp October 2013 - Present
Allied Plastic January 2011 - August 2013
Family Partnership May 2007 - December 2011
Breezy Hill Nursery March 2005 - April 2007
Washburn Machinery, Inc May 2004 - January 2005
Harris Associates March 2001 - May 2004
Goldman Sachs Asset Management April 1991 - November 2001
Putnam Investments June 1987 - July 1991
Skills
Asset Managment, Investments, Cross-functional Team..., Project Management, Process Improvement, CRM, Risk Management, Asset Management, Customer Service, Finance, Sales, Strategy, Strategic Planning
Education
Harvard University 1989 — 1991
CSS, Business
University of Wisconsin-Madison 1982 — 1986
Grover Corp October 2013 - Present
Allied Plastic January 2011 - August 2013
Family Partnership May 2007 - December 2011
Breezy Hill Nursery March 2005 - April 2007
Washburn Machinery, Inc May 2004 - January 2005
Harris Associates March 2001 - May 2004
Goldman Sachs Asset Management April 1991 - November 2001
Putnam Investments June 1987 - July 1991
Skills
Asset Managment, Investments, Cross-functional Team..., Project Management, Process Improvement, CRM, Risk Management, Asset Management, Customer Service, Finance, Sales, Strategy, Strategic Planning
Education
Harvard University 1989 — 1991
CSS, Business
University of Wisconsin-Madison 1982 — 1986
Jeffrey DiNicola's Putnam Investments Experience 1997 - 2001
Job Senior Counsel at Voya
Industry Financial Services
Experience
ING Institutional Plan Services (formally known as CitiStreet) July 2008 - August 2014
CitiStreet LLC, A State Street & Citigroup Company 2001 - July 2008
Putnam Investments 1997 - 2001
Fidelity Investments 1995 - 1997
Murphy & OConnell 1989 - 1995
Casner & Edwards, LLP 1984 - 1986
Education
Suffolk University Law School 1986 — 1989
Hampshire College 1980 — 1984
BA
ING Institutional Plan Services (formally known as CitiStreet) July 2008 - August 2014
CitiStreet LLC, A State Street & Citigroup Company 2001 - July 2008
Putnam Investments 1997 - 2001
Fidelity Investments 1995 - 1997
Murphy & OConnell 1989 - 1995
Casner & Edwards, LLP 1984 - 1986
Education
Suffolk University Law School 1986 — 1989
Hampshire College 1980 — 1984
BA
Cynthia Manning's Putnam Investments Experience June 1994 - October 1995
Job Global Segment Manager Microwave Materials at PPG Aerospace
Industry Electrical/Electronic Manufacturing
Experience
PPG Industries July 2015 - Present
Cuming Microwave Corporation November 2013 - July 2015
Laird Technologies December 2012 - November 2013
Emerson & Cuming Microwave Products September 2010 - December 2012
Emerson & Cuming Microwave Products March 2009 - December 2012
Emerson & Cuming Microwave Products June 2007 - September 2010
Emerson & Cuming Microwave Products January 2003 - June 2007
Emerson & Cuming Microwave Products October 1996 - September 2003
Putnam Investments June 1994 - October 1995
Skills
Sales Management, Sales Operations, Marketing Management, Marketing Communications, Building Relationships, Global Sales, People Development, Cross-functional Team..., Manufacturing, Global Account..., Management, Marketing Strategy, Business Development, CRM, Strategy, Business Strategy, Leadership, New Business Development, Product Development, Sales, Strategic Planning
Education
Harvard Business School 2012 — 2012
Business-to-Business Marketing Strategy
Harvard Business School 2010 — 2011
Program for Leadership Development
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2008
Greater Boston Executive Program
Suffolk University - Sawyer School of Management 1991 — 1993
BSBA, Marketing
PPG Industries July 2015 - Present
Cuming Microwave Corporation November 2013 - July 2015
Laird Technologies December 2012 - November 2013
Emerson & Cuming Microwave Products September 2010 - December 2012
Emerson & Cuming Microwave Products March 2009 - December 2012
Emerson & Cuming Microwave Products June 2007 - September 2010
Emerson & Cuming Microwave Products January 2003 - June 2007
Emerson & Cuming Microwave Products October 1996 - September 2003
Putnam Investments June 1994 - October 1995
Skills
Sales Management, Sales Operations, Marketing Management, Marketing Communications, Building Relationships, Global Sales, People Development, Cross-functional Team..., Manufacturing, Global Account..., Management, Marketing Strategy, Business Development, CRM, Strategy, Business Strategy, Leadership, New Business Development, Product Development, Sales, Strategic Planning
Education
Harvard Business School 2012 — 2012
Business-to-Business Marketing Strategy
Harvard Business School 2010 — 2011
Program for Leadership Development
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2008
Greater Boston Executive Program
Suffolk University - Sawyer School of Management 1991 — 1993
BSBA, Marketing
Katie Heinichen, J.D.'s Putnam Investments Experience May 2013 - Present
Job Trading Assistant at Putnam Investments
Industry Financial Services
Experience
Putnam Investments May 2013 - Present
Putnam Investments June 2004 - May 2013
Archiver's January 2002 - June 2003
Education
New England Law Boston 2011 — 2015
JD
Hamilton College 1997 — 2001
BA, History
Cincinnati Country Day School
Putnam Investments May 2013 - Present
Putnam Investments June 2004 - May 2013
Archiver's January 2002 - June 2003
Education
New England Law Boston 2011 — 2015
JD
Hamilton College 1997 — 2001
BA, History
Cincinnati Country Day School
Tavis Stanford's Putnam Investments Experience October 2002 - April 2003
Job Senior ETF Administrator
Industry Financial Services
Experience
State Street January 2014 - Present
Wolters Kluwer October 2013 - December 2013
JPMorgan Chase April 2012 - May 2013
Citi June 2004 - February 2012
State Street July 2003 - September 2004
Putnam Investments October 2002 - April 2003
Manulife Financial September 1998 - December 2001
Skills
Financial Analysis, Accounting, Cash Management, Account Reconciliation, General Ledger, Financial Reporting, Fund Accounting, Internal Controls, Auditing, Financial Accounting, Partnership Accounting, Relationship Management, Fund Of Funds, Corporate Actions, Derivatives, Equities, Bloomberg, Alternative Investments, Mutual Funds, Fixed Income, Hedge Funds, Financial Services, Securities, Asset Management, Microsoft Excel, Portfolio Management, Investments, Finance, Fund Administration, Customer Service, Valuation, Analysis, Banking, Management, Microsoft Office, Leadership, PowerPoint, Microsoft Word, Trading, Private Equity, Risk Management
Education
Hartwick College 1994 — 1998
Bachelors, Management
State Street January 2014 - Present
Wolters Kluwer October 2013 - December 2013
JPMorgan Chase April 2012 - May 2013
Citi June 2004 - February 2012
State Street July 2003 - September 2004
Putnam Investments October 2002 - April 2003
Manulife Financial September 1998 - December 2001
Skills
Financial Analysis, Accounting, Cash Management, Account Reconciliation, General Ledger, Financial Reporting, Fund Accounting, Internal Controls, Auditing, Financial Accounting, Partnership Accounting, Relationship Management, Fund Of Funds, Corporate Actions, Derivatives, Equities, Bloomberg, Alternative Investments, Mutual Funds, Fixed Income, Hedge Funds, Financial Services, Securities, Asset Management, Microsoft Excel, Portfolio Management, Investments, Finance, Fund Administration, Customer Service, Valuation, Analysis, Banking, Management, Microsoft Office, Leadership, PowerPoint, Microsoft Word, Trading, Private Equity, Risk Management
Education
Hartwick College 1994 — 1998
Bachelors, Management
Sue Frost's Putnam Investments Experience 1989 - 1991
Job Marketing Coordinator
Industry Graphic Design
Experience
Fugro June 2015 - Present
Putnam Financial 1989 - 1991
Putnam Investments 1989 - 1991
Education
Gettysburg College
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Fugro June 2015 - Present
Putnam Financial 1989 - 1991
Putnam Investments 1989 - 1991
Education
Gettysburg College
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
John Hospidor's Putnam Investments Experience January 2007 - January 2012
Job Registered Nurse at Lady Lake Specialty Care
Industry Hospital & Health Care
Experience
Greystone Health Network August 2015 - Present
Genesis HealthCare December 2012 - June 2013
Putnam Investments January 2007 - January 2012
Putnam Investments April 2006 - January 2007
Putnam Investments January 2000 - April 2006
Hertz Local Edition September 1997 - December 1999
Noble Junior High School April 1995 - August 1997
Skills
Customer Service, Customer Relations, Performance Management, Microsoft Office, Operations Management, Call Center, Supervisory Skills, Team Building, Coaching, Lotus Notes, Change Management, Patient Care and Safety, Vital Signs and Patient..., Privacy / HIPAA..., Patient Advocacy and..., Chart Updating, Communication, Infection Control, Organization and Time..., Cooperation and Teamwork, Problem Solving, Call Centers, Process Improvement, Mutual Funds, Insurance, Financial Services, Customer Satisfaction, Teamwork, CRM, Outlook
Education
Southern New Hampshire University 2015 — 2017
Bachelor of Science (B.S.N), Registered Nursing/Registered Nurse
Great Bay Community College 2012 — 2015
Associate of Science, Nursing (A.S.N), Registered Nurse
Keene State College 1991 — 1994
Bachelor of Arts (B.A.), History/Education, 3.44
Greystone Health Network August 2015 - Present
Genesis HealthCare December 2012 - June 2013
Putnam Investments January 2007 - January 2012
Putnam Investments April 2006 - January 2007
Putnam Investments January 2000 - April 2006
Hertz Local Edition September 1997 - December 1999
Noble Junior High School April 1995 - August 1997
Skills
Customer Service, Customer Relations, Performance Management, Microsoft Office, Operations Management, Call Center, Supervisory Skills, Team Building, Coaching, Lotus Notes, Change Management, Patient Care and Safety, Vital Signs and Patient..., Privacy / HIPAA..., Patient Advocacy and..., Chart Updating, Communication, Infection Control, Organization and Time..., Cooperation and Teamwork, Problem Solving, Call Centers, Process Improvement, Mutual Funds, Insurance, Financial Services, Customer Satisfaction, Teamwork, CRM, Outlook
Education
Southern New Hampshire University 2015 — 2017
Bachelor of Science (B.S.N), Registered Nursing/Registered Nurse
Great Bay Community College 2012 — 2015
Associate of Science, Nursing (A.S.N), Registered Nurse
Keene State College 1991 — 1994
Bachelor of Arts (B.A.), History/Education, 3.44
Brian Murphy, CFA's Putnam Investments Experience January 2003 - Present
Job Risk Manager, Risk & Portfolio Analysis Group at Putnam Investments
Industry Investment Management
Experience
Putnam Investments January 2003 - Present
Putnam Investments June 1999 - December 2003
Putnam Investments August 1997 - May 1999
Putnam Investments October 1989 - July 1997
Skills
Portfolio Management, Equities, Financial Risk, Analytics, Hedge Funds, Asset Management, Derivatives, Mutual Funds, Investments
Education
Hamilton College 1985 — 1989
Bachelor's degree, Economics
Putnam Investments January 2003 - Present
Putnam Investments June 1999 - December 2003
Putnam Investments August 1997 - May 1999
Putnam Investments October 1989 - July 1997
Skills
Portfolio Management, Equities, Financial Risk, Analytics, Hedge Funds, Asset Management, Derivatives, Mutual Funds, Investments
Education
Hamilton College 1985 — 1989
Bachelor's degree, Economics
Nate O'Steen's Putnam Investments Experience October 1994 - October 1996
Job Managing Partner at NearSide Distribution Asset Services (DAS)
Industry Investment Management
Experience
NearSide Distribution Asset Services (DAS) August 2014 - Present
Nate O'Steen, Sole Proprietor September 2001 - August 2014
ADS Distribution Services, Inc. May 1999 - September 2001
Orbitex Management, Inc. July 1997 - May 1999
Edward Jones Investments October 1996 - July 1997
Putnam Investments October 1994 - October 1996
Putnam Investments August 1990 - October 1994
Skills
Economics, Strategic Planning, Securities, Retirement, Strategic Financial..., Financial Modeling, Business Strategy, Retirement Planning, Mutual Funds, Wealth Management, Retirement Savings, Business Development, Management Consulting, Microsoft Excel, Investment Advisory, Income Protection, New Business Development, Equities, Project Management, Strategy, Wealth, Financial Advisory, Pensions, Portfolio Management, Fixed Annuities, Investments, Alternative Investments
Education
Hamilton College 1986 — 1990
BA, French & Economics
NearSide Distribution Asset Services (DAS) August 2014 - Present
Nate O'Steen, Sole Proprietor September 2001 - August 2014
ADS Distribution Services, Inc. May 1999 - September 2001
Orbitex Management, Inc. July 1997 - May 1999
Edward Jones Investments October 1996 - July 1997
Putnam Investments October 1994 - October 1996
Putnam Investments August 1990 - October 1994
Skills
Economics, Strategic Planning, Securities, Retirement, Strategic Financial..., Financial Modeling, Business Strategy, Retirement Planning, Mutual Funds, Wealth Management, Retirement Savings, Business Development, Management Consulting, Microsoft Excel, Investment Advisory, Income Protection, New Business Development, Equities, Project Management, Strategy, Wealth, Financial Advisory, Pensions, Portfolio Management, Fixed Annuities, Investments, Alternative Investments
Education
Hamilton College 1986 — 1990
BA, French & Economics
Terence Shea, AIF®, CIMA®'s Putnam Investments Experience 1994 - 1998
Job Managing Director
Industry Financial Services
Experience
John Hancock Investments March 2010 - Present
Columbia Management August 2005 - March 2009
Columbia Management May 2002 - August 2005
Columbia Management July 2000 - May 2002
Columbia Management July 1998 - July 2000
Putnam Investments 1994 - 1998
Skills
Investment Strategies
Education
Harvard University 1990 — 1994
BA, History
Phillips Exeter Academy 1989 — 1990
Scituate High School 1986 — 1989
John Hancock Investments March 2010 - Present
Columbia Management August 2005 - March 2009
Columbia Management May 2002 - August 2005
Columbia Management July 2000 - May 2002
Columbia Management July 1998 - July 2000
Putnam Investments 1994 - 1998
Skills
Investment Strategies
Education
Harvard University 1990 — 1994
BA, History
Phillips Exeter Academy 1989 — 1990
Scituate High School 1986 — 1989
Jessica Dias's Putnam Investments Experience July 2012 - June 2014
Job MBA Candidate
Industry Financial Services
Experience
CVS Health June 2015 - August 2015
Putnam Investments July 2012 - June 2014
Bank of America Merrill Lynch June 2011 - August 2011
National Bureau of Economic Research March 2010 - August 2010
Skills
Research, Microsoft Excel, Microsoft Office, Valuation, Data Analysis, PowerPoint, Public Speaking
Education
Harvard Business School 2014 — 2016
Harvard University 2008 — 2012
Bachelor's degree, Economics
Somerville High School 2004 — 2008
CVS Health June 2015 - August 2015
Putnam Investments July 2012 - June 2014
Bank of America Merrill Lynch June 2011 - August 2011
National Bureau of Economic Research March 2010 - August 2010
Skills
Research, Microsoft Excel, Microsoft Office, Valuation, Data Analysis, PowerPoint, Public Speaking
Education
Harvard Business School 2014 — 2016
Harvard University 2008 — 2012
Bachelor's degree, Economics
Somerville High School 2004 — 2008
Erik Knutzen's Putnam Investments Experience 1995 - 2004
Job Chief Investment Officer MultiAsset Class Portfolios at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman May 2014 - Present
NEPC LLL April 2008 - April 2014
RiverSource Investments 2007 - 2008
Standish Mellon Asset Management 2005 - 2006
Garrett Capital Management 2004 - 2005
Putnam Investments 1995 - 2004
Jeffrey Slocum & Associates 1990 - 1995
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Investment Strategies, Equities, Fixed Income, Investment Management, Mutual Funds, Investments, Portfolio Management, Private Equity, Fund Of Funds, Equity Research, Emerging Markets, Capital Markets, Securities, Derivatives
Education
Harvard Business School 1988 — 1990
MBA
Williams College
Bachelor's degree, History and Political Economy
Neuberger Berman May 2014 - Present
NEPC LLL April 2008 - April 2014
RiverSource Investments 2007 - 2008
Standish Mellon Asset Management 2005 - 2006
Garrett Capital Management 2004 - 2005
Putnam Investments 1995 - 2004
Jeffrey Slocum & Associates 1990 - 1995
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Investment Strategies, Equities, Fixed Income, Investment Management, Mutual Funds, Investments, Portfolio Management, Private Equity, Fund Of Funds, Equity Research, Emerging Markets, Capital Markets, Securities, Derivatives
Education
Harvard Business School 1988 — 1990
MBA
Williams College
Bachelor's degree, History and Political Economy
Janet Bergman's Putnam Investments Experience July 1985 - June 1988
Job Partner at Beacon Advisors
Industry Public Relations and Communications
Experience
Beacon Advisors SVP Investor Relations and CommunicationsSara Lee CorporationJune 1988 - March 2004
Putnam Investments July 1985 - June 1988
Skills
Investor Relations, Corporate Communications, Media Relations, Crisis Communications, IPO, Strategy, Internal Communications, Public Relations, Press Releases, Message Development, Strategic Communications, Reputation Management, Corporate Social..., Communications Planning, Communication Training, Corporate Branding, Mergers & Acquisitions, Strategic Planning
Education
Harvard Business School 1983 — 1985
MBA, Finance
Yale University 1977 — 1981
BA, Economics
Beacon Advisors SVP Investor Relations and CommunicationsSara Lee CorporationJune 1988 - March 2004
Putnam Investments July 1985 - June 1988
Skills
Investor Relations, Corporate Communications, Media Relations, Crisis Communications, IPO, Strategy, Internal Communications, Public Relations, Press Releases, Message Development, Strategic Communications, Reputation Management, Corporate Social..., Communications Planning, Communication Training, Corporate Branding, Mergers & Acquisitions, Strategic Planning
Education
Harvard Business School 1983 — 1985
MBA, Finance
Yale University 1977 — 1981
BA, Economics
Kendra Arocho's Putnam Investments Experience January 1995 - Present
Job Director, Information Technology at Putnam Investments
Industry Information Technology and Services
Experience
Putnam Investments January 1995 - Present
Skills
Project Management, Disaster Recovery, Vendor Management, Program Management, IT Strategy, Business Analysis, Management, Change Management, Information Technology
Education
Gordon College 1977 — 1981
Bachelor of Science (B.S.), Education
Putnam Investments January 1995 - Present
Skills
Project Management, Disaster Recovery, Vendor Management, Program Management, IT Strategy, Business Analysis, Management, Change Management, Information Technology
Education
Gordon College 1977 — 1981
Bachelor of Science (B.S.), Education
Brian Esperanza's Putnam Investments Experience July 2006 - April 2007
Job Digital Print Operator
Industry Printing
Experience
RR Donnelley January 2010 - Present
Goodway Group April 2007 - January 2009
Putnam Investments July 2006 - April 2007
Harvard University September 1999 - September 2005
Skills
Digital Printing, Adobe Acrobat, Integration, Brochures, Direct Marketing, Adobe Creative Suite, Windows, Bindery, Image Manipulation, XP, Graphic Design, Variable Data Printing, Print Management, Large Format, Mac, Scanners, Photoshop
Education
Harvard University 2005 — 2005
Completed Introductory workshops, Adobe Creative Suite
Middlesex Community College 1986 — 1987
Some college coursework completed., Electro-Mechanical Drafting
RR Donnelley January 2010 - Present
Goodway Group April 2007 - January 2009
Putnam Investments July 2006 - April 2007
Harvard University September 1999 - September 2005
Skills
Digital Printing, Adobe Acrobat, Integration, Brochures, Direct Marketing, Adobe Creative Suite, Windows, Bindery, Image Manipulation, XP, Graphic Design, Variable Data Printing, Print Management, Large Format, Mac, Scanners, Photoshop
Education
Harvard University 2005 — 2005
Completed Introductory workshops, Adobe Creative Suite
Middlesex Community College 1986 — 1987
Some college coursework completed., Electro-Mechanical Drafting
Alec Taliaferro's Putnam Investments Experience July 1988 - April 1990
Job General Partner Taliaferro LLC
Industry Investment Management
Experience
MLV & Company September 2013 - July 2014
Maxim Group April 2013 - August 2013
Aegis Capital September 2012 - April 2013
Dahlman Rose & Co. February 2011 - August 2011
Taliaferro LLC January 2000 - December 2009
CIBC World Markets December 1997 - July 1999
Oppenheimer & Co. June 1993 - December 1997
Legg Mason April 1988 - October 1992
Putnam Investments July 1988 - April 1990
Skills
Series 7, Series 63, Bloomberg, Mutual Funds, Hedge Funds, Asset Managment, Capital Markets, Equities, Securities, Equity Research, Trading, Finance, Asset Management, Investments, Fixed Income, Equity Trading
Education
Hampden-Sydney College 1984 — 1988
BA
St Pauls School
MLV & Company September 2013 - July 2014
Maxim Group April 2013 - August 2013
Aegis Capital September 2012 - April 2013
Dahlman Rose & Co. February 2011 - August 2011
Taliaferro LLC January 2000 - December 2009
CIBC World Markets December 1997 - July 1999
Oppenheimer & Co. June 1993 - December 1997
Legg Mason April 1988 - October 1992
Putnam Investments July 1988 - April 1990
Skills
Series 7, Series 63, Bloomberg, Mutual Funds, Hedge Funds, Asset Managment, Capital Markets, Equities, Securities, Equity Research, Trading, Finance, Asset Management, Investments, Fixed Income, Equity Trading
Education
Hampden-Sydney College 1984 — 1988
BA
St Pauls School
James Trait's Putnam Investments Experience May 2006 - January 2007
Job Corporate Actions Senior Business Analyst
Industry Financial Services
Experience
Wellington Management Company, LLP November 2009 - December 2012
State Street January 2007 - February 2009
Putnam Investments May 2006 - January 2007
Putnam Investments March 2004 - May 2006
Putnam Investments January 1999 - March 2004
Putnam Investments December 1997 - January 1999
Putnam Investments November 1996 - December 1997
Skills
Corporate Actions, Settlement, Account Reconciliation, Fixed Income, Equities, Client Service Oriented, Process Improvement, Global Operations, Outsourcing, Bloomberg
Education
Hartwick College 1989 — 1993
BA, Mathematics
Wellington Management Company, LLP November 2009 - December 2012
State Street January 2007 - February 2009
Putnam Investments May 2006 - January 2007
Putnam Investments March 2004 - May 2006
Putnam Investments January 1999 - March 2004
Putnam Investments December 1997 - January 1999
Putnam Investments November 1996 - December 1997
Skills
Corporate Actions, Settlement, Account Reconciliation, Fixed Income, Equities, Client Service Oriented, Process Improvement, Global Operations, Outsourcing, Bloomberg
Education
Hartwick College 1989 — 1993
BA, Mathematics
Sarah Kiley Schwegman's Putnam Investments Experience January 2006 - April 2008
Job Faculty Assistant at Harvard Business School
Industry Education Management
Experience
Harvard Business School May 2008 - Present
Riverside Boat Club April 2014 - Present
The Winsor School September 2012 - Present
Putnam Investments January 2006 - April 2008
Skills
Data Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Teaching, Research, Microsoft Office, Fundraising, Analysis, Event Planning, Nonprofits, Editing, Leadership, Coaching, Community Outreach
Education
Georgia Institute of Technology 2000 — 2005
Management
Harvard Business School May 2008 - Present
Riverside Boat Club April 2014 - Present
The Winsor School September 2012 - Present
Putnam Investments January 2006 - April 2008
Skills
Data Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Teaching, Research, Microsoft Office, Fundraising, Analysis, Event Planning, Nonprofits, Editing, Leadership, Coaching, Community Outreach
Education
Georgia Institute of Technology 2000 — 2005
Management
Jill McGarry's Putnam Investments Experience January 1992 - June 1993
Job Tour Director
Industry Leisure, Travel & Tourism
Experience
Financial Soundings 2011 - 2011
The Hartford March 2008 - May 2009
Merrill Lynch March 2003 - March 2008
Invesco Ltd. June 1997 - March 2003
State Street June 1993 - June 1997
Putnam Investments January 1992 - June 1993
Watson Wyatt November 1983 - January 1992
U.S. News & World Report February 1981 - November 1983
U.S. Department of State June 1979 - February 1981
Skills
Tour Director, 401(k) / Retirement...
Education
Georgetown University 1977 — 1980
B.A., Government / International Relations
International Tour Management Institute
Financial Soundings 2011 - 2011
The Hartford March 2008 - May 2009
Merrill Lynch March 2003 - March 2008
Invesco Ltd. June 1997 - March 2003
State Street June 1993 - June 1997
Putnam Investments January 1992 - June 1993
Watson Wyatt November 1983 - January 1992
U.S. News & World Report February 1981 - November 1983
U.S. Department of State June 1979 - February 1981
Skills
Tour Director, 401(k) / Retirement...
Education
Georgetown University 1977 — 1980
B.A., Government / International Relations
International Tour Management Institute
Valora Gurganious's Putnam Investments Experience 1989 - 1995
Job Senior Management Consultant at DoctorsManagement LLC
Industry Management Consulting
Experience
DoctorsManagement LLC September 2008 - Present
Executive Women International 2014 - 2015
Central FL Sports Medicine & Orthopedic Center LLC July 2005 - June 2008
Putnam Investments 1989 - 1995
Skills
Physician Practice..., Management Consulting, Operational Efficiency, Compliance, Strategic Planning, Healthcare, Contract Negotiation, Mergers, Mergers & Acquisitions, Business Strategy, Strategy, Leadership, Physicians, Practice Management, Executive Management, Start-ups, Project Management, Marketing
Education
Harvard Business School 1987 — 1989
MBA, Finance and Marketing
Vanderbilt University 1981 — 1985
BA, Economics
DoctorsManagement LLC September 2008 - Present
Executive Women International 2014 - 2015
Central FL Sports Medicine & Orthopedic Center LLC July 2005 - June 2008
Putnam Investments 1989 - 1995
Skills
Physician Practice..., Management Consulting, Operational Efficiency, Compliance, Strategic Planning, Healthcare, Contract Negotiation, Mergers, Mergers & Acquisitions, Business Strategy, Strategy, Leadership, Physicians, Practice Management, Executive Management, Start-ups, Project Management, Marketing
Education
Harvard Business School 1987 — 1989
MBA, Finance and Marketing
Vanderbilt University 1981 — 1985
BA, Economics
Betsy Harper's Putnam Investments Experience 1991 - 1994
Job Energy Project Coordinator at MA Department of Housing and Community Development (HDCD)
Industry Renewables & Environment
Experience
MA Department of Housing and Community Development (HDCD) May 2013 - Present
CAN-DO Newton Affordable Housing Developer September 2012 - Present
Vermont Energy Investment Corporation January 2009 - August 2012
Himalayan Light Foundation 2012 - 2012
Clean Energy Solutions, Inc. 2008 - 2008
RCG LLC 2005 - 2007
Harper Consulting 2002 - 2004
Wellington Management 1994 - 1998
Putnam Investments 1991 - 1994
McKinsey & Company 1984 - 1988
Skills
Energy Efficiency, Sustainability, Strategic Planning, Finance, New Business Development, Renewable Energy
Education
Harvard Business School 1982 — 1984
MBA, Finance, General
Williams College 1975 — 1979
Bachelor's degree, Economics
MA Department of Housing and Community Development (HDCD) May 2013 - Present
CAN-DO Newton Affordable Housing Developer September 2012 - Present
Vermont Energy Investment Corporation January 2009 - August 2012
Himalayan Light Foundation 2012 - 2012
Clean Energy Solutions, Inc. 2008 - 2008
RCG LLC 2005 - 2007
Harper Consulting 2002 - 2004
Wellington Management 1994 - 1998
Putnam Investments 1991 - 1994
McKinsey & Company 1984 - 1988
Skills
Energy Efficiency, Sustainability, Strategic Planning, Finance, New Business Development, Renewable Energy
Education
Harvard Business School 1982 — 1984
MBA, Finance, General
Williams College 1975 — 1979
Bachelor's degree, Economics
Dustin Latham, CFA, CAIA's Putnam Investments Experience June 2008 - March 2009
Job at
Industry Financial Services
Experience
Realty Capital Securities August 2015 - Present
Realty Capital Securities August 2014 - July 2015
John Hancock January 2013 - August 2014
John Hancock Funds June 2011 - January 2013
Wells Fargo Advantage Funds 2010 - 2011
Putnam Investments June 2008 - March 2009
American Satellite & Entertainment, Inc. June 2004 - June 2008
Vector Marketing June 2005 - September 2005
Skills
Mutual Funds, Series 7, Alternative Investments, Asset Allocation, Investments, Equities, Asset Managment, Securities, Wealth Management, Financial Analysis, Financial Modeling, Microsoft Excel, Account Management, New Business Development, Customer Service, Hedge Funds, Asset Management
Education
Southern New Hampshire University 2009 — 2012
Masters, Finance
Southern New Hampshire University 2005 — 2009
B.S., International Business
Griffith University 2007 — 2007
Semester Abroad, International Business
MVHS
Realty Capital Securities August 2015 - Present
Realty Capital Securities August 2014 - July 2015
John Hancock January 2013 - August 2014
John Hancock Funds June 2011 - January 2013
Wells Fargo Advantage Funds 2010 - 2011
Putnam Investments June 2008 - March 2009
American Satellite & Entertainment, Inc. June 2004 - June 2008
Vector Marketing June 2005 - September 2005
Skills
Mutual Funds, Series 7, Alternative Investments, Asset Allocation, Investments, Equities, Asset Managment, Securities, Wealth Management, Financial Analysis, Financial Modeling, Microsoft Excel, Account Management, New Business Development, Customer Service, Hedge Funds, Asset Management
Education
Southern New Hampshire University 2009 — 2012
Masters, Finance
Southern New Hampshire University 2005 — 2009
B.S., International Business
Griffith University 2007 — 2007
Semester Abroad, International Business
MVHS
ned shadek's Putnam Investments Experience January 1997 - November 2009
Job senior vice president, portfolio manager at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments January 2012 - Present
Putnam Investments January 1997 - November 2009
Newbold's Asset Management January 1993 - January 1997
Steinhardt Partners January 1992 - December 1992
Putnam Investments January 1987 - January 1992
Price Waterhouse/Peat Marwick January 1982 - May 1985
Education
Harvard Business School 1985 — 1987
MBA
Pomona College 1978 — 1982
BA, Mathematics
Pioneer Investments January 2012 - Present
Putnam Investments January 1997 - November 2009
Newbold's Asset Management January 1993 - January 1997
Steinhardt Partners January 1992 - December 1992
Putnam Investments January 1987 - January 1992
Price Waterhouse/Peat Marwick January 1982 - May 1985
Education
Harvard Business School 1985 — 1987
MBA
Pomona College 1978 — 1982
BA, Mathematics
Rafe Moody's Putnam Investments Experience October 2009 - February 2010
Job Desktop Support at Ipsen
Industry Information Technology and Services
Experience
Ipsen January 2015 - Present
Liaison International July 2012 - October 2014
Genzyme May 2010 - December 2011
Putnam Investments October 2009 - February 2010
Skills
Troubleshooting, TCP/IP, Windows, Active Directory, VMware, Software Documentation, Visio, Servers, Firewalls, VPN, Windows Server, Blackberry Enterprise..., Laptops, System Administration, Disaster Recovery, Networking, Hardware, OS X
Education
North Shore Community College 2010 — 2012
Computer Networking
Gordon College 2006 — 2008
Philosophy
Ipsen January 2015 - Present
Liaison International July 2012 - October 2014
Genzyme May 2010 - December 2011
Putnam Investments October 2009 - February 2010
Skills
Troubleshooting, TCP/IP, Windows, Active Directory, VMware, Software Documentation, Visio, Servers, Firewalls, VPN, Windows Server, Blackberry Enterprise..., Laptops, System Administration, Disaster Recovery, Networking, Hardware, OS X
Education
North Shore Community College 2010 — 2012
Computer Networking
Gordon College 2006 — 2008
Philosophy
Peter Nyhus's Putnam Investments Experience September 1986 - December 1994
Job
Industry Investment Management
Experience
American Funds January 1995 - July 2006
Putnam Investments September 1986 - December 1994
Education
Gustavus Adolphus College 1956 — 1960
BS, Biology
American Funds January 1995 - July 2006
Putnam Investments September 1986 - December 1994
Education
Gustavus Adolphus College 1956 — 1960
BS, Biology
Robert Glasspiegel, CFA's Putnam Investments Experience 1981 - 1984
Job Managing director at Janney Montgomery Scott
Industry
Experience
Janney Montgomery Scott 1984 - Present
Putnam Investments 1981 - 1984
Skills
Equities, Capital Markets, Asset Allocation, Alternative Investments, Series 7
Education
Wesleyan University 1973 — 1997
BA, Economics and Math
Harvard Business School 1979 — 1981
mba
Janney Montgomery Scott 1984 - Present
Putnam Investments 1981 - 1984
Skills
Equities, Capital Markets, Asset Allocation, Alternative Investments, Series 7
Education
Wesleyan University 1973 — 1997
BA, Economics and Math
Harvard Business School 1979 — 1981
mba
John Seitz's Putnam Investments Experience July 1998 - October 2000
Job Managing Director at Foundation Financial Research, LLC
Industry Investment Management
Experience
Foundation Financial Research, LLC November 2013 - Present
Chesapeake Asset Management, LLC January 2011 - March 2013
ReachCapital Management October 2000 - March 2011
Putnam Investments July 1998 - October 2000
Credit Suisse First Boston June 1993 - July 1996
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Accounting
Georgetown University 1988 — 1992
BA, History, Economics
Foundation Financial Research, LLC November 2013 - Present
Chesapeake Asset Management, LLC January 2011 - March 2013
ReachCapital Management October 2000 - March 2011
Putnam Investments July 1998 - October 2000
Credit Suisse First Boston June 1993 - July 1996
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Accounting
Georgetown University 1988 — 1992
BA, History, Economics
Christopher Ainley's Putnam Investments Experience 1992 - 1994
Job Board Member at nCrypted Cloud
Industry Investment Management
Experience
nCrypted Cloud June 2012 - Present
Carenfil Partners January 2010 - Present
Johnny Rockets, Inc February 2007 - December 2010
Red Zone Capital January 2006 - November 2010
Trust Company of the West June 1994 - December 2005
Putnam Investments 1992 - 1994
J.P, Morgan Investment Management August 1987 - June 1992
Skills
Valuation, Asset Managment, Hedge Funds, Private Equity, Equities, Asset Management, Mergers, Alternative Investments, Investments, Venture Capital, Investment Management, Start-ups, Due Diligence, Portfolio Management, Emerging Markets, Capital Markets, Mergers & Acquisitions
Education
Harvard Business School 1985 — 1987
Master of Business Administration (M.B.A.)
Tufts University 1976 — 1980
Bachelor’s Degree, History
nCrypted Cloud June 2012 - Present
Carenfil Partners January 2010 - Present
Johnny Rockets, Inc February 2007 - December 2010
Red Zone Capital January 2006 - November 2010
Trust Company of the West June 1994 - December 2005
Putnam Investments 1992 - 1994
J.P, Morgan Investment Management August 1987 - June 1992
Skills
Valuation, Asset Managment, Hedge Funds, Private Equity, Equities, Asset Management, Mergers, Alternative Investments, Investments, Venture Capital, Investment Management, Start-ups, Due Diligence, Portfolio Management, Emerging Markets, Capital Markets, Mergers & Acquisitions
Education
Harvard Business School 1985 — 1987
Master of Business Administration (M.B.A.)
Tufts University 1976 — 1980
Bachelor’s Degree, History
Therese Lourenco's Putnam Investments Experience March 2000 - Present
Job Workflow Specialist at Putnam Investments
Industry Financial Services
Experience
Putnam Investments March 2000 - Present
Education
Greater Lowell Technical School 1976 — 1980
Drafting
Putnam Investments March 2000 - Present
Education
Greater Lowell Technical School 1976 — 1980
Drafting
Christopher Ceruolo's Putnam Investments Experience July 1998 - December 2004
Job Senior Corporate Counsel at Mercer Human Resource Consulting
Industry Human Resources
Experience
Mercer January 2005 - Present
Putnam Investments July 1998 - December 2004
Ropes & Gray LLP September 1991 - June 1998
Skills
ERISA, Benefits Administration, Contract Negotiation, Benefits Consulting, Fiduciary Responsibility
Education
Harvard Law School 1988 — 1991
Doctor of Law (JD)
Harvard College 1982 — 1986
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
Mercer January 2005 - Present
Putnam Investments July 1998 - December 2004
Ropes & Gray LLP September 1991 - June 1998
Skills
ERISA, Benefits Administration, Contract Negotiation, Benefits Consulting, Fiduciary Responsibility
Education
Harvard Law School 1988 — 1991
Doctor of Law (JD)
Harvard College 1982 — 1986
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
Heather Newell's Putnam Investments Experience November 2003 - April 2008
Job Account Manager at Russo Insurance Agency
Industry Insurance
Experience
Russo Insurance Company April 2013 - Present
L&S Boule Insurance Agency April 2008 - April 2013
Putnam Investments November 2003 - April 2008
Skills
Commercial Insurance, Personal Insurance
Education
Medway High School 1993 — 1996
Hallmark Institute of Photography
Russo Insurance Company April 2013 - Present
L&S Boule Insurance Agency April 2008 - April 2013
Putnam Investments November 2003 - April 2008
Skills
Commercial Insurance, Personal Insurance
Education
Medway High School 1993 — 1996
Hallmark Institute of Photography
Anne Deng's Putnam Investments Experience June 2015 - August 2015
Job Student at Harvard University
Industry Financial Services
Experience
Global Platinum Securities March 2014 - Present
Harvard Federal Reserve Challenge Team June 2015 - Present
Putnam Investments June 2015 - August 2015
Harvard Business School June 2014 - January 2015
Education
Harvard University 2013 — 2017
Bachelor's degree, Economics, 3.96/4.0
Global Platinum Securities March 2014 - Present
Harvard Federal Reserve Challenge Team June 2015 - Present
Putnam Investments June 2015 - August 2015
Harvard Business School June 2014 - January 2015
Education
Harvard University 2013 — 2017
Bachelor's degree, Economics, 3.96/4.0
Deirdre McEntee's Putnam Investments Experience October 2006 - February 2010
Job BA, BSN, RN
Industry Hospital & Health Care
Experience
Vornado Realty Trust March 2010 - April 2013
Putnam Investments October 2006 - February 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
Education
Villanova University 2013 — 2014
Bachelor's Degree, Registered Nursing/Registered Nurse
Gettysburg College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Vornado Realty Trust March 2010 - April 2013
Putnam Investments October 2006 - February 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook
Education
Villanova University 2013 — 2014
Bachelor's Degree, Registered Nursing/Registered Nurse
Gettysburg College 2001 — 2005
Bachelor of Arts (B.A.), Economics