Experience
Adventist Health System  October 2013 - Present
Cain Brothers Asset Management  October 2009 - October 2013
Adventist Health System  1998 - 2007
Ferrell Capital   1997 - 1998
Putnam Investments   1989 - 1995

Skills
Equities, Fixed Income, Financial Analysis, Bonds, Capital Markets, Options, FX Options, Index Options, Options Strategies, Futures Trading, Derivatives, Equity Derivatives, Interest Rate..., Commodity Markets, Risk Management, Fund Accounting, Trading Systems, Electronic Trading, Investment Banking, Bloomberg, Asset Management, Valuation, Private Equity, Portfolio Management, Financial Modeling, Alternative Investments, Investments, Hedge Funds, Emerging Markets, Investment Management, Fund Of Funds, Investment Strategies, Asset Allocation, ETFs

Education
Illinois Institute of Technology   1995 — 1997
MSc, Financial Markets & Trading

Suffolk University - Sawyer Business School   1989 — 1992
BSBA, Finance

Greater Boston Academy   1985 — 1988

Experience
Mercer  May 2013 - Present
Mercer  March 2010 - May 2013
Mercer  August 2004 - March 2010
Putnam Investments   1997 - 2004
Addison Wesley  1994 - 1996
The Boston Company  1992 - 1994
Bank of Boston  1988 - 1992

Skills
User Acceptance Testing, Quality Assurance, Test Planning, Software Quality..., Regression Testing, Quality Center, Manual Testing, Test Cases, Performance Management, SDLC, Testing, System Testing, Test Automation, Process Improvement, Employee Benefits, Test Management, Agile & Waterfall..., Version One, Requirements Analysis, Scrum, Financial Services

Education
Harvard University   1982 — 1987
Bachelor's degree, Political Science and Government

Harvard University

Experience
State Street  July 2015 - Present
Verrex Corporation  April 2014 - July 2015
Verrex Corporation  May 2012 - April 2014
Verrex Corporation  April 2010 - May 2012
Putnam Investments   September 2007 - April 2010

Skills
Digital Signage, Extron, Tandberg, AV, Audio Conferencing, Sound, Video, Telepresence, Crestron, Video Conferencing, Projectors, AMX, Polycom Video..., Streaming Media, Multimedia, Audio Engineering, Team Management, Service Delivery, Global Management, Managed Services, Cisco Telepresence, Unified Communications, Digital Video

Education
Hofstra University   2003 — 2007
Bachelor of Arts, Audio/Radio Communications

Experience
Boston Private Wealth LLC  May 2015 - Present
BNY Mellon  November 2013 - May 2015
Putnam Investments   February 2012 - November 2013
Town of Middleton   June 2012 - June 2013

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Bloomberg Terminal, Excel, Word

Education
University of Massachusetts at Amherst - Isenberg School of Management   2010 — 2011
B.B.A., Finance

Belmont Hill   2001 — 2007

GWU

Experience
Fidelity Investments via WJM Computer Consulting   September 2014 - Present
State Street via WJM Computer Consulting   March 2014 - May 2014
Hong Kong and Shanghai Banking Corporation  April 2013 - December 2013
Fidelity Investments  2007 - November 2012
State Street  March 2005 - February 2006
Putnam Investments   2006 - 2006
PFPC  2003 - 2004
Fidelity Investments  1998 - 2000
Castor Music   August 1993 - October 1999
J.P. Morgan   September 1993 - September 1998

Skills
Business Analysis, Fixed Income, User Acceptance Testing, Options, Trading, Securities, Microsoft SQL Server, Investments, Mutual Funds, Equities, SDLC, XML, Web Services, CICS, Programming, Trading System, Municipalities, Portfolio Management, Bonds, Asset Allocation, Series 7, Series 63, Financial Services, Trading Systems, FX Options, Asset Management, Municipal Bond Expertise, Separately Managed..., COBOL, Performance Analysis, Portfolio Statistics, Portfolio Attribution

Education
Hofstra University   1987 — 1989
Batchelor of Business Administration, Finance

Nassau Community College   1985 — 1987
Associates, Business Administration

University of Rhode Island

Experience
Federal Reserve Bank of Cleveland  January 2015 - Present
Putnam Investments   February 1996 - May 2014
Motorola Codex  1992 - 1996
Digital Equipment Corporation  1987 - 1992

Skills
Business Process, Vendor Management, Financial Services, CRM, Leadership, Program Management, IT Strategy, Project Management, Management, SDLC, Business Analysis, Agile Methodologies, Data Warehousing, Software Project..., SOA, Business Intelligence, Integration, Requirements Gathering, Disaster Recovery, Fixed Income, SaaS, Analysis, Enterprise Architecture, Project Portfolio..., IT Management, Enterprise Software, Solution Architecture, Web Applications, Requirements Analysis, Outsourcing, Analytics, PMO, PMP, Global Sourcing, Social Networking, Contract Negotiation, Team Building, Investment Compliance, IT Leadership, Cost Control

Education
Indian Institute of Technology, Kharagpur
Bachelor's Degree, Sciences

Jawaharlal Nehru Technological University   1986 — 1988
Masters, Computer Science

Experience
The PrinceRidge Group  2011 - 2011
Credit Suisse  August 1999 - October 2010
Colonial Management Associates  November 1996 - June 1999
Putnam Investments   July 1991 - October 1996

Skills
Structured Products, ABS, Securitization, Investments, Capital Markets, CDO, Investment Management, CMBS, Fixed Income Analysis, Fixed Income Portfolio..., RMBS, Mutual Funds, Chartered Financial..., Real Estate, Investment Strategies, Microsoft Excel, Bloomberg, PowerPoint, Intex, Microsoft Word

Education
University of Chicago Graduate School of Business   1989 — 1991
Master of Business Administration (M.B.A.), Accounting and Finance

Harvard College   1981 — 1985
Bachelor of Arts (B.A.), English

Experience
Piluso Enterprise LLC   January 2015 - Present
Putnam Investments   June 2015 - August 2015
Anonygo, Inc.   May 2014 - July 2014
The Ridgewood Country Club  2013 - 2014
Tri-State Lacrosse  2011 - 2013

Skills
PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Microsoft Office, Social Networking, Teamwork, Public Speaking, Time Management, Facebook, Research, Lacrosse, Leadership, Higher Education, Event Planning, Customer Service, Marketing

Education
High Point University   2012 — 2016
Business Administration, Finance, Entrepreneurship, Senior

Experience
The Vanguard Group  2004 - Present
Putnam Investments   1996 - 2004
BayBank Investment Management   1993 - 1996

Skills
Series 6, 7, and 63

Education
Indiana University - Kelley School of Business   1987 — 1989
MBA, Finance

Miami University   1981 — 1985
B.S., Business Economics

Experience
Boston Trust & Investment Management Company  August 2008 - Present
Winn Residential  August 2007 - August 2008
Putnam Investments   June 2006 - August 2006
Michelle Barron of Mandalay Mortgage   June 2005 - August 2005
Barron Mortgage Company   June 2003 - August 2003
Barron Mortgage Company   June 2002 - August 2002

Skills
Excel, PowerPoint, Access, Outlook, Lotus Notes, Advent, SEI, NAUI Divemaster, Word, Microsoft Office, Quicken, Organizing, Scuba Diving, Yardi, Yoga, Writing

Education
Humboldt State University   2002 — 2007
BA, International Business

American Business School Paris   2006 — 2006

Experience
Fast Forward Solutions   March 2002 - Present
Putnam Investments   August 1993 - July 2000
Fidelity Investments  May 1982 - August 1993
Bristol-Myers Squibb  July 1974 - May 1982
USAF  1962 - 1966

Skills
IT Management, Securities, Asset Management, New Business Development, Investment Strategies, Asset Managment, Business Development, Business Strategy, Strategy, Program Management, Investments, Mutual Funds, Financial Services, Wealth Management, Start-ups, Energy Investments, Network Marketing, Success Coaching, Team Building, Vendor Management, Risk Management, Coaching, Marketing, E-commerce, Business Planning, Financial Advisory, Outsourcing, IT Strategy, Retirement Planning, Consulting, Management Consulting, Due Diligence, Investment Management, Team Building, Management, Executive Management, Leadership, Entrepreneurship, Business Intelligence, Strategic Planning, Process Improvement, Business Analysis, Mergers & Acquisitions, Equities, Retirement, Alternative Investments, Portfolio Management, ETFs, Private Equity, Finance

Education
Jack Welch Management Institute   2014 — 2016
Master of Business Administration (M.B.A.), Currently Attending

Senior Management Development Initiative at Putnam Investments   1997 — 2000
All aspects of running an Investment Management company.

Investment Industry: Fidelity, Putnam   1985 — 2000
Certificates, Investment Management Business

IT Executive Education: MIT, UCLA, IBM, Babson   1982 — 1993
Graduate Programs, IT Strategy and Management

University of Bridgeport   1972 — 1974
MBA Program, Management Information Systems

University of Bridgeport   1966 — 1969
B.S., Business Economics

Harrison High School NY

Experience
Boston Symphony Orchestra  March 2009 - Present
Harvard Museum of Natural History  March 2009 - Present
Hewlett-Packard  August 2007 - December 2008
Information Resources Inc  February 2007 - May 2007
IHCIS/UHG   February 2006 - June 2006
Houghton Mifflin  August 2005 - October 2005
BCBSMA  August 2001 - June 2005
Putnam Investments   April 2000 - January 2001
City of Boston  January 2000 - April 2000
Harvard University  December 1998 - August 1999

Education
Barnard College, Columbia University
B.A, Mathematics

Harvard University
MS, computer science

Experience
Starwood Hotels & Resorts Worldwide, Inc.   March 2014 - Present
BlackRock  January 2012 - March 2014
BlackRock  December 2009 - January 2012
BlackRock  January 2004 - December 2009
Putnam Investments   1997 - 2003

Education
Isenberg School of Management, UMass Amherst   1992 — 1996

University of Massachusetts, Amherst   1992 — 1996

Experience
Putnam Investments   1999 - 2001
State Street Global Advisors  1997 - 1999
Putnam Investments   1993 - 1997
Harvard University  1991 - 1993

Education
Harvard University   1990 — 1993
CAS, Software Engineering

Wellesley College   1984 — 1988
BA

Taft   1981 — 1984

Experience
Private Company  August 2011 - Present
PHINMA Group   September 2005 - August 2011
The Kerdan Group   March 2004 - August 2005
Harvard University  August 1997 - March 2004
Putnam Investments   January 1996 - August 1997

Skills
Orphan Disease..., Biotech Lifecycle..., M&A Due Diligence, Gram +/- Antibiotics &..., Biosimilars Marketing..., Biosimilar Development, EHR, PMR, HIPPA..., Diagnostic and..., Pharmaceutical..., Life Sciences Asset and..., Compounding & USP 797, Hemophilia, Bariatric Surgical..., Women's Health incl...., Respiratory, Severe..., Molecular Diagnostics,..., Patient Assistance..., Medical Devices, Ophthalmics / Retinal..., Early Stage Technology..., Clinical Trial Analysis, Pay For Performance..., Medicare/Medicaid..., Managed Care Contract..., Radiology IT and..., Therapeutic Area Market..., Rheumatoid Arthritis, Rare Disease Natural..., Precision Medicine /..., Fast Track,..., FDA Expedited Programs..., Regulatory Strategy, Moderate, Persistant,..., EHR EMR Interoperability, Gene Therapy

Education
Harvard University
Ed.M

University of Massachusetts, Amherst
B.A

Experience
Signature Financial Planning   November 2002 - Present
Putnam Investments   2000 - 2002

Education
Indiana University Bloomington   1996 — 2000

Experience
Franklin Templeton Investments  May 2014 - Present
JP Morgan Asset Management  July 2011 - May 2014
JP Morgan Asset Management  March 2007 - July 2011
The Bostonian Group  April 2003 - April 2007
Putnam Investments   November 1996 - February 2003

Skills
Series 7, Series 63, Retirement Planning, Pensions, Mutual Funds, Investments, Defined Contribution, Asset Allocation, Retirement, Wealth Management, Alternative Investments, Investment Advisory

Education
Hobart and William Smith Colleges   1992 — 1996
Bachelor of Arts (B.A.)

Experience
BPA Worldwide  April 2012 - Present
AccountAbility  May 2010 - March 2012
PwC  May 1999 - June 2010
JP Morgan  May 1992 - May 1999
Putnam Investments   1986 - 1990

Skills
Thought Leadership, Strategic Communications, Public Relations, Corporate Social..., Advertising, Internal Communications, Corporate Communications, Integrated Marketing, Policy, Sustainability, International Relations, Budgets, Content Development, Digital Strategy, Training, Stakeholder Engagement, Leadership, Strategy, Strategic Partnerships, Digital Marketing, Human Resources, Marketing, Marketing Communications, Business Development, Program Management, Recruiting, Management Consulting, Event Management, Media Relations, Social Media, Fundraising

Education
Ithaca College
B.S., Communications

Experience
Imagitas  July 2014 - Present
Telenav  March 2013 - June 2014
Putnam Investments   March 2011 - March 2013
Drync  August 2008 - April 2011
Eric Sagalyn   July 2010 - March 2011
Tippingpoint Labs  June 2009 - July 2010
Eric Sagalyn   November 2008 - June 2009
Where, Inc.   November 2005 - November 2008
Blogudio   June 2004 - November 2005
One Guy's Head   November 2000 - June 2004

Skills
User Experience, Information Architecture, User Experience Design, CSS, Usability Testing, Mobile Applications, Mobile Devices, User Interface Design, Wireframes, WordPress, User-centered Design, E-commerce, Mobile Design, Management, Web Applications, Content Management, Visual Design, Graphic Design, Product Development, User Interface, Interaction Design, Rapid Prototyping, Heuristic Evaluation, CMS, XHTML, Product Management, Persona Creation, Mobile Phone Apps, Focus Groups, Location Based Services, Automotive Infotainment, Usability

Education
Ithaca College   1993 — 1997
BS

MInnechaug Regional High School   1989 — 1993

Experience
Metropolitan Boston Housing Partnership  April 2009 - June 2014
Metropolitan Boston Housing Partnership  2007 - 2009
Concilio Hispano  2006 - 2007
National Orthotics and Prosthetics Company (NOPCO)   2002 - 2004
Putnam Investments   2000 - 2002

Skills
Social Services, Community Outreach, Case Management, Program Development, Volunteer Management, Nonprofits, Fundraising, Grant Writing, Program Evaluation, Community Development, Community Organizing, Grants, Foreclosures, HUD Compliance, Affordable Housing, Employee Training, Credit Counseling, Mortgage Servicing, Mortgage Lending, Residential Mortgages, Youth Development, Training

Education
Instituto Tecnológico y de Estudios Superiores de Occidente, A.C.   1995 — 1999
Bachelor of Arts (BA), Communication Sciences

Universite de Sciences Humaines de Strasbourg, France   1993 — 1994
Certificate, French Studies

Experience
IDEXX Laboratories  April 2015 - Present
IDEXX Laboratories  October 2012 - Present
IDEXX Laboratories  March 2009 - October 2012
IDEXX Laboratories  August 2006 - March 2009
Enterprise Rent-A-Car  May 2005 - August 2006
Citi  2004 - 2005
Putnam Investments   September 2000 - May 2002

Skills
Sales, Leadership, Marketing, Management, New Business Development, Customer Service, Strategy, Sales Process, Team Leadership, Selling, Product Development, Negotiation, Sales Management, Account Management, Business Development, Statistical Modeling, Sales Operations, Data Analytics, Predictive Analytics, Statistical Data..., R

Education
Northwestern University   2015 — 2018
Master’s Degree, Predictive Analytics (Data Science), Current Enrolled

University of Maine   2002 — 2003
M.A. Business Administration (MBA)

Husson University   1998 — 2002
B.S, Business Administration; Finance

Experience
Putnam Investments   July 2013 - Present
Ampush  June 2012 - August 2012
Republic Of Cyprus   June 2011 - August 2011
American Liver Foundation  June 2010 - August 2010

Education
Harvard University   2009 — 2013
Bachelor's Degree, Economics

Miramonte High School   2005 — 2009

Experience
Landmark Investment Center   October 2014 - Present
Cetera Advisor Network. Legacy Advisor Network Ltd.   September 2012 - October 2014
Putnam Investments   August 1995 - September 2012
Putnam Investments   January 1998 - January 2002
Putnam Hartford Capital Manager of Variable Annuities   August 1995 - January 1998
Invesco US  June 1992 - August 1995
DWS Investments  June 1989 - June 1992

Skills
Mutual Funds, Investments, Retirement Planning, Portfolio Management, Series 7, Financial Services, Securities, 401k, Asset Allocation, Wealth Management, Series 24, Series 65, Series 63

Education
University of California, Berkeley - Walter A. Haas School of Business   2008 — 2008
CIMA, Finance

College of Financial Planning   2006 — 2006
CRPS, Chartered Retirement Plan Specialist

Quinlan School of Business, Loyola University Chicago   1994 — 1996
MBA, Finance/Marketing

Iowa State University   1987 — 1989
Bachelor, Business Administration; Finance

Barrington High School

Experience
Law Office of Don Brown   July 2010 - July 2014
Smith Law Offices   May 2002 - June 2010
Country Farms Restaurant   September 2008 - October 2009
Putnam Investments   September 2000 - 2001

Skills
Legal Research, Civil Litigation, Litigation, Westlaw, Legal Writing, Customer Satisfaction, Interviewing Skills, Personal Injury, Organization, Criminal Defense..., Family Law, Bankruptcy, Management, Mediation, Appeals, Depositions, Licensing

Education
Husson University
Bachelor of Science (B.S.), Business Administration and Management, General

Erskine Academy   1996 — 2000

Experience
Putnam Investments   June 2014 - November 2014
Haverford College  August 2012 - May 2014
Haverford College  August 2010 - May 2014
Black Cow Tap and Grill   June 2013 - August 2013
Oregano Pizzeria & Ristorante   June 2012 - August 2012
Haverford College  January 2012 - March 2012
Scoops Ice Cream  May 2010 - August 2011

Skills
Community Outreach, Research, Series 63, Series 6, Analysis, Stata, PowerPoint, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Student Affairs, Fundraising, Facebook, Social Media, Hospitality

Education
Haverford College   2010 — 2014
Bachelor of Arts (B.A.), Economics, Mathematics

IES Abroad Rome   2013 — 2013
Italian Studies

Experience
Putnam Investments   February 2008 - Present
Putnam Investments   October 2006 - February 2008
Putnam Investments   September 2005 - October 2006
Putnam Investments   August 2004 - September 2005
First Data Government Solutions (formerly GovConnect)   January 2002 - July 2004

Skills
Microsoft Excel..., Microsoft Word..., PeopleSoft HCM, Business Objects, User Acceptance Testing, Business Requirements, Crystal Reports, PeopleSoft, Quality Center, PS Query, Human Resources, Interviews, Process Improvement

Education
Ithaca College   1997 — 2001
B.S. Communications, Television-Radio:Audio Production

Experience
Baker Newman Noyes  January 2011 - Present
Day's Jewelers  February 2006 - February 2011
Day's Jewelers  April 2004 - February 2006
Husson University  September 1999 - May 2004
Day's Jewelers  October 2000 - February 2004
Putnam Investments   September 1999 - September 2000
Marden Dubord Bernier Stevens   June 1999 - August 1999
PFBF, CPA's   October 1997 - June 1999

Skills
Spreadsheets, Invoicing, Outlook, Microsoft Excel, Microsoft Word, Access, Customer Service..., Notary Public, Executive Administrative, Marketing, Event Planning

Education
Husson University   1999 — 2005
Master's Degree, Business Administration and Management, General

Experience
Pioneer Investments  May 2013 - Present
Putnam Investments   February 2012 - April 2013
Putnam Investments   September 2011 - January 2012
Viacom Corporation   August 2009 - December 2009

Skills
Mutual Funds, Investments, Fixed Income, Series 7, Financial Services, Securities, Equities, Microsoft Excel, Financial Analysis, Series 63, PowerPoint, Asset Management, Series 6, Social Media, Marketing, Microsoft Office, Bloomberg, Microsoft Word, Social Media Marketing, Salesforce.com, Series 66

Education
Iona College   2010 — 2011
Masters Degree, Business Administration; Finance

Iona College   2006 — 2010
Bachelors of Business Administration, Finance

Experience
John Hancock Financial Services  2013 - Present
Intercontinental Real Estate Corporation  2010 - 2013
Macquarie Capital (USA)   2009 - 2010
Prudential Financial  2004 - 2008
CIGNA Retirement & Investment Services  1998 - 2004
Putnam Investments   1995 - 1998

Skills
Taft-Hartley Plan Sales, Public Fund Sales, Consultant Relations, Pension Funds, Stable Value Funds, Defined Contribution..., Real Estate Private..., Infrastructure Private..., Agriculture Private..., 401(k) Plan Sales, 457 Plan Sales, Client Relationship..., Defined Contribution, Mutual Funds, Taft-Hartley, Investments, Equities, Alternative Investments, Asset Management, CRM, Private Equity, Hedge Funds, Retirement Planning, Investment Management, Fund Of Funds, Institutional..., Series 63, Retirement, Relationship Management, Portfolio Management, Investment Strategies, Client Services, 401k, Securities, Series 6, Asset Allocation, Financial Services, Investment Advisory

Education
St. Lawrence University   1991 — 1994
BA, Economics

Hofstra University   1990 — 1991
Accounting

Cheshire High School   1986 — 1990

Experience
BNY Mellon  April 2008 - Present
State Street Corporation  November 2007 - April 2008
Fidelity Investments  April 2006 - October 2007
Pisces   September 2000 - April 2002
Putnam Investments   October 1999 - September 2000
Polaroid  June 1998 - October 1999
IRIS Graphics, Inc. a Scitex Company   February 1997 - June 1998

Skills
Human Resources, Onboarding, College Recruiting, Talent Acquisition, Applicant Tracking..., Taleo, Recruiting, Technical Recruiting, PeopleSoft, Talent Management, Sourcing, SDLC, Employee Relations, Behavioral Interviewing, Interviews, Internet Recruiting, Temporary Placement, Screening Resumes, Workforce Planning

Education
Harvard University
Graduate Certificate, Administration and Management/HR

University of Massachusetts, Amherst
Bachelor's Degree, Human Services

Experience
Putnam Investments   April 2015 - Present
Putnam Investments   November 2014 - March 2015
State Street  October 2012 - May 2014
Fiduciary Trust Company  June 2013 - August 2013
Salem Country Club  March 2012 - September 2012
Essex County Club  May 2011 - September 2011
HoopMountain   December 2010 - April 2011
Mount Hood Golf Course   July 2007 - September 2010
Mount Hood Golf Course   June 2007 - September 2010
Aramark LLC   April 2010 - August 2010

Skills
Microsoft Office, Time Management, AutoCAD Mechanical, Leadership, Data Analysis, Access, Management, Microsoft Excel, Microsoft Word, Customer Service, Coaching, Equity Research, PowerPoint, E-commerce, Adobe Dreamweaver

Education
Isenberg School of Management, UMass Amherst   2010 — 2014
Bachelor of Business Administration (BBA), Finance, General, 3.64

Melrose High School   2006 — 2010

Experience
Grab Em Snacks   2004 - April 2014
Quantitative Analytics Services   2008 - 2014
Credit Suisse Securities (USA) LLC   2005 - 2008
Dominion Resources  2004 - 2004
Putnam Investments   2002 - 2003
Goldman Sachs  2000 - 2002
FAME Information Services (now part of Sungard)   1995 - 2000
Exxon Corporate Research Laboratories   1991 - 1995
NCSA, Beckman Institute, UIUC   1986 - 1991

Skills
Equity Derivatives, Python, Numerical Algorithms, Computational Modeling, applications integration, Linux Tools, Risk Analytics, Data Analytics

Education
Indian Institute of Technology, Madras
B.Tech., Mechanical Engineering

NCSA, Univ. of Illinois Urbana-Champaign

Stanford University
Ph.D. (ABD), Mechanical Engineering, Computational Fluid Dynamics

University of California, Berkeley
M.S., Mechanical Enginerring

Experience
Arrowstreet Capital  July 2013 - Present
Arrowstreet Capital  April 2012 - June 2013
Arrowstreet Capital  September 2010 - March 2012
Wellington Management Company  May 2005 - September 2010
Putnam Investments   1997 - 2004
Lochridge & Company  1994 - 1997

Education
The Lauder Institute, University of Pennsylvania   1999 — 2001
MA

University of Pennsylvania - The Wharton School   1999 — 2001
MBA

Harvard College   1990 — 1994
AB

Experience
Bank of America Merrill Lynch  October 2014 - Present
Morgan Stanley  August 2010 - October 2014
Nomura Securities  July 2008 - August 2010
UBS  August 2007 - July 2008
Putnam Investments   2005 - August 2007
State Street Bank  2000 - 2005
Parametric Technology Corp  1997 - 2000

Skills
Trading, Portfolio Management, Fixed Income, Risk Management, Pricing, Investments, Analysis, Equities, Investment Banking, Mergers, Research, Valuation, Hedge Funds, Risk, Asset Management, Derivatives, Private Equity, Securities, Capital, Financial Modeling, Excel, Capital Markets, Databases, Options, FX, Financial Analysis, Debt, Java, C++, C, CFA, J2EE, Quantitative, TCP/IP, Unix, Java Enterprise Edition

Education
Indian Institute of Technology, Madras   1995 — 1997
Master of Tech, Computer Science Engg

Indian Institute of Technology, Madras
Bachelor of Tech, Electronics And Comm Engg

Experience
Bank of New York Mellon  April 2007 - Present
Putnam Investments   2005 - 2007

Skills
Equities, Bloomberg, Securities, Series 7, Mutual Funds, Financial Analysis

Education
Southern New Hampshire University   2006 — 2010
MBA, Finance

Isenberg School of Management, UMass Amherst   2001 — 2005
Finance

Experience
Northern Cross, LLC   August 2009 - Present
The Boston Company  November 2006 - February 2009
Babson Capital   April 2005 - October 2006
State Street Research  April 2001 - February 2005
Standish, Ayer & Wood   May 1998 - April 2001
Putnam Investments   December 1991 - May 1998

Education
Ithaca College   1984 — 1988
BS, Business

Experience
Empower Retirement and Great-West Financial   September 2014 - Present
Putnam Investments   October 2011 - September 2014
Acceleration Retirement  May 2009 - October 2011
Stable Two Financial, LLC   March 2009 - May 2010
Fidelity Investments  August 1992 - March 2009
Fidelity Investments  May 2005 - November 2007
Fidelity Investments  October 2004 - May 2005
Fidelity Investments  January 2003 - October 2004
Fidelity Investments  March 2000 - December 2002
Fidelity Investments  May 1998 - February 2000

Skills
Product Marketing, Marketing Management, Strategic Leadership, Strategy, CRM, Start-ups, Investments, Leadership, New Business Development, Analytics, Product Development, Lead Generation, Mergers & Acquisitions, Product Management, Marketing Strategy, Financial Services, Management, Retirement, Mutual Funds, Marketing, Relationship Management, Finance

Education
Indiana University - Kelley School of Business   1986 — 1990
Bachelor of Science, Business Analysis

Experience
Santander Bank, N.A.   February 2014 - December 2014
Santander Bank, N.A.   May 2012 - February 2014
Mercer  November 2004 - May 2012
GSD&M  December 2003 - November 2004
Putnam Investments   August 2002 - November 2003
Arnold Worldwide  June 1995 - August 2002

Skills
Competitive Analysis, Human Resources, Marketing, Management, Leadership, Product Marketing, Outsourcing, Business Strategy, Advertising, Marketing Strategy, Brand Development, Sales, Product Development, Employee Benefits, CRM

Education
Harvard University   1991 — 1995
BA, English

Experience
IBM  August 2014 - Present
IBM  October 2010 - July 2014
IBM  January 2008 - September 2010
IBM  January 2005 - December 2007
IBM  August 2001 - December 2004
Mainspring  January 2000 - August 2001
Goldman Sachs  January 1997 - 1999
Putnam Investments   January 1994 - December 1997

Skills
Strategy, Analytics, Management, Leadership, Sales, Enterprise Software, Cloud Computing, SaaS, CRM, IT Strategy, Professional Services, Business Intelligence, Outsourcing, Management Consulting, Business Alliances, Business Strategy, Business Transformation, Business Process..., Vendor Management, Pre-sales, Salesforce.com, Business Process

Education
Ithaca College   1988 — 1992
Bachelor of Science, Finance

Experience
Nestlé Waters North America  2012 - Present
Nestle Waters North America  2010 - 2012
Nestle Waters North America  2005 - 2010
Nestlé Waters North America  2004 - 2005
Nestlé Waters North America  2003 - 2004
Nestlé Waters North America  2000 - 2003
Putnam Investments   1995 - 2000

Skills
Process Improvement, Sales Operations, Cross-functional Team..., Forecasting, Key Account Management, Operations Management, Consumer Products, SAP, Logistics, Team Building, Strategic Planning, Sales Management, Continuous Improvement, Account Management, Mergers & Acquisitions, Change Leadership, Project Management, Due Diligence, Financial Modeling, P&L Management, Call Center Operations, Program Development, New Market Expansion, Cost Control, Third Party Governance, Offshore Operations, Business Development..., Operational Execution, Operational Integrations

Education
Nichols College
Master of Business Administration (MBA), Finance

Isenberg School of Management, UMass Amherst
Bachelor of Business Administration (BBA), Marketing

University of Massachusetts, Amherst
Bachelor of Arts (BA), Communication

London Business School
Nestlé Leadership Programme

Experience
F-Squared Investments  August 2012 - March 2015
NPI Capital, LP   December 2009 - July 2012
Morgan Stanley Investment Management  2006 - 2007
Oxhead Capital Management   September 2003 - May 2006
Putnam Investments   1996 - 2003
Fidelity Investments  1995 - 1996

Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Equity Research, Equities, Investment Management, Investment Strategies, Asset Allocation, Series 7, Structured Products, Bloomberg, Mutual Funds, Bonds, Asset Managment, Portfolio Management, Quantitative Finance, Emerging Markets, Capital Markets, Investments, ETFs, Asset Management

Education
Massachusetts Institute of Technology - Sloan School of Management   1994 — 1996
Master of Business Administration (MBA), Finance, General

Harvard University   1985 — 1988
BA, Ecnomics

Experience
John Hancock Financial Services  June 2015 - Present
Mercer  April 2010 - June 2015
Mercer  2004 - April 2010
Putnam Investments   August 2002 - 2004
Bueno Y Sano   August 1999 - January 2002
Scudder Investments  January 1999 - August 1999

Skills
401k, Retirement, Employee Benefits, Defined Contribution, Series 63, Benefits Administration, Financial Services, Retirement Planning

Education
University of Massachusetts at Amherst - Isenberg School of Management   1993 — 1997
Bachelor of Science (B.S.), Business Administration

Hingham High School   1989 — 1993

Experience
Fidelity Investments  June 2005 - June 2009
Putnam Investments   September 1998 - May 2005
Playground Entertainment Marketing   January 1998 - June 1998

Education
Isenberg School of Management, UMass Amherst   1993 — 1996

Experience
www.bluemarblegod.com   January 2012 - Present
Christos Center   March 2010 - September 2011
Northwest Family Life  November 2005 - January 2009
Northwest Family Life  January 2003 - November 2005
Guidant  June 1995 - September 2001
Putnam Investments   June 1989 - June 1993

Skills
Writing, Listener, Journals, Public Speaking, Budgets, Volunteer Management, Non-profit..., Program Management, Strategic Planning, Creative Writing, Community Outreach, Teaching, Nonprofits, Program Development, Fundraising, Microsoft Office, Leadership Development, Editing, Blogging, Leadership

Education
Indiana University - Kelley School of Business   1993 — 1995
MBA, Finance

Indiana University - Kelley School of Business   1993 — 1995
MBA, Finance

Wheaton College (MA)   1986 — 1989
BA, Math and Economics

Minnechaug   1981 — 1985

Experience
EMPOWER Retirement  January 2015 - Present
Putnam Investments   March 2013 - January 2015
Mercer  January 2005 - March 2013
Putnam Investments   February 1996 - January 2005

Education
Indiana University Bloomington   1989 — 1993

Experience
DePuy Synthes Spine  July 2011 - Present
Burke & Lamb, P.C.   November 2006 - July 2011
Bacon & Company, CPAs   April 2004 - October 2006
Putnam Investments   February 2000 - April 2004

Skills
Financial Reporting, Forecasting, Tax, Auditing, Accounting, Process Improvement, Analysis, Internal Controls, Budgets, Microsoft Office, Payroll, Management, Business Planning, Sarbanes-Oxley Act, Finance

Education
University of Massachusetts at Amherst - Isenberg School of Management   2010 — 2013
MBA

University of Massachusetts Dartmouth   1996 — 2001
Bachelor of Science, Accounting

Old Rochester Regional High School   1992 — 1996

Experience
Prudential Financial  January 2015 - Present
Prudential Financial  September 2011 - December 2014
Prudential Financial  May 2009 - September 2011
Merrill Lynch  2005 - March 2009
CIGNA International/Sompo Japan DC Securities   2002 - 2005
Emplanet   2000 - 2002
Putnam Investments   1996 - 2000
Advanced Management Systems  1990 - 1996

Skills
Strategy, Financial Services, Management Consulting, Product Management, Leadership, Business Strategy, CRM, Start-ups, Management, Project Management, Consulting, Vendor Management, Product Development, Investments, Strategic Planning, Operations Management, Analytics, Finance

Education
Suffolk University - Sawyer Business School   1992 — 1994
MSF, Finance

University of St. Andrews   1988 — 1989
MA, International Relations

Harvard University   1985 — 1988
BA, Biochemical Sciences

Experience
Putnam Investments   July 2013 - Present
New York State Office for Information Technology Services   August 2006 - July 2013
Insight  2004 - 2006
Advanced Management Systems  May 2001 - October 2004
US Navy  March 1995 - March 1999

Skills
Networking, Cisco Technologies, Disaster Recovery, Switches, Network Security, Cisco Call Manager, Session Border..., VoIP, Avaya Communication..., Avaya Aura, Avaya IP Telephony, Avaya Site..., Cisco UCS, Cisco VoIP, SIP Trunking, SIP, WAN, Technical Support, TCP/IP, Managed Services, Firewalls, Data Center, Network Administration, Servers

Education
Hudson Valley Community College   1999 — 2001
AAS, Telecommunications

Experience
Partners HealthCare  October 2013 - Present
Partners HealthCare  November 2012 - October 2013
Partners HealthCare  October 2008 - November 2012
Partners HealthCare  March 2007 - October 2008
Partners HealthCare  June 2004 - March 2007
MEDITECH  September 2002 - June 2004
Putnam Investments   January 2002 - September 2002
CVS Pharmacy  March 1998 - April 2001

Skills
EMR, Healthcare, Documentation, Business Analysis, Requirements Analysis, Project Planning, Hospitals, Troubleshooting, Problem Solving, Analysis, Workflow Analysis, Change Management, Microsoft Office, Visio, Healthcare IT, Process Improvement, EHR, Customer Relations, Data Analysis, Healthcare Information..., MS Project, Order Entry, Informatics, CPOE, Software Documentation, Healthcare Management, Clinical Decision..., Knowledge Management, SharePoint, Project Management, Clinical Research, HIPAA, Meditech, Health Information..., Healthcare Consulting

Education
University of Massachusetts at Amherst - Isenberg School of Management   2007 — 2010
MBA, Management

University of Massachusetts Dartmouth   1999 — 2002
Bachelor of Science, Business Information Systems

Northeastern University   1997 — 1999
Pharmacy

Experience
Old Mutual Asset Management  February 2014 - Present
Old Mutual Asset Management  July 2012 - Present
Old Mutual Asset Management  October 2010 - July 2012
Old Mutual Asset Management  July 2006 - September 2010
Putnam Investments   1997 - 2006
Fleet Financial Group  1992 - 1997

Education
Isenberg School of Management, UMass Amherst   1987 — 1991
BS

Experience
Retired Financial Services Executive   January 2008 - August 2009
Pentegra Retirement Services  March 2003 - March 2006
cigna retirement services  2001 - 2003
Prudential Retirement Services  December 1998 - March 2001
Putnam Investments   August 1995 - November 1998
Putnam Investments   1995 - 1998
JPMorgan Chase  September 1986 - August 1995
Chemical Bank  1987 - 1995
JP Morgan  1986 - 1995
IBM  December 1972 - August 1986

Education
Stanford University Graduate School of Business   1984 — 1985
Masters of Science in Management, Business Administration

Haslam College of Business at the University of Tennessee   1968 — 1972
BS-Accounting, Accounting

Experience
Putnam Investments   February 2012 - Present
State Street Bank  April 2011 - December 2011
TCS  October 2009 - April 2011
Standard Chartered Bank  November 2004 - July 2008

Skills
Java, SOA, Java Enterprise Edition, SDLC, Requirements Analysis, XML, .NET, Solution Architecture, SQL, Hibernate, Web Services, Software Project..., Unix, PL/SQL, Unix Shell Scripting, Business Intelligence, Project Management, Program Management, Requirements Gathering, Business Analysis

Education
Indira Gandhi National Open University   2001 — 2003
Master of Computer Applications (M.C.A.)

Symbiosis Institute of Business Management   2004 — 2006
Master of Business Administration (M.B.A.)

Experience
American Funds  June 2012 - Present
Putnam Investments   November 2009 - June 2012
Fidelity Investments  April 2004 - November 2009
Principal Financial Group  September 1998 - April 2004

Skills
Mutual Funds, Defined Benefit, Series 6, Retirement Planning, Investment Advisory, Investments, ERISA, Retirement Plan..., Wealth Management, Asset Allocation, Pensions, Defined Contribution, Alternative Investments, Investment Strategies, FINRA

Education
Hobart and William Smith Colleges   1991 — 1995
Bachelor's Degree, Economics

Experience
Acadian Asset Management  February 2006 - Present
Brown Brothers Harriman  September 2003 - February 2006
Putnam Investments   September 2002 - September 2003

Education
New England School of Law   2006 — 2010
J.D., Tax

Isenberg School of Management, UMass Amherst   1998 — 2002
B.A., Finance ( Minor Economics)

Experience
Price Rite Supermarket  May 2010 - Present
Mastroianni Bros.   May 2008 - April 2010
United States Marine Corps  January 2001 - December 2008
Putnam Investments   September 2000 - June 2005

Skills
Troubleshooting, Computer Hardware, Team Leadership, Customer Service, Call Center, Leadership, Process Improvement, Computer Repair, Windows 7, Computers, Computer Science, Computer Maintenance, Networking, Access, Windows, Technical Support, Web Development, Web Design, Website Development, HTML, HTML5, CSS, JavaScript, MySQL, PHP, Debian, Java

Education
Husson University   2000 — 2007
Bachelor of Science (B.S.), Computer Information Systems

C.H. McCann Tech High School   1996 — 2000

Experience
Homesite Insurance  January 2013 - Present
EnerNOC  October 2011 - December 2012
Exit41, Inc.   July 2011 - September 2011
Overture Partners  January 2011 - July 2011
Putnam Investments   1999 - 2010

Skills
Web Applications, Visual Basic, QTP, Selenium, JIRA, VB.NET, Microsoft SQL Server, Software Quality..., SDLC, VBA, C#, Java, SQL, Automation, Agile Methodologies, VB 6.0, Visual Studio, Mobile Testing, Mobile Devices, Mobile Applications, Agile Testing, Selenium IDE, JMeter, WebDriver, NUnit, JUnit, SQL Developer, Rally, Bugzilla, Oracle SQL, Series 6, Series 63, Series 7, TestNG, Sikuli, SeeTest, HP QTP

Education
Isenberg School of Management, UMass Amherst   1994 — 1998
BBA, Management

Experience
State Street  November 2011 - Present
L-3 Warrior Systems   May 2011 - September 2011
State Street  January 2007 - May 2011
Putnam Investments   July 2005 - December 2006
Putnam Investments   October 2000 - July 2005

Skills
Mutual Funds

Education
Southern New Hampshire University   2009 — 2016
Master's degree, Accounting, I have 3 or 4 classes remaining

Husson College   2000 — 2005
Bachelors of science, Accounting

Experience
GasAmerica Services Inc.   August 1999 - July 2012
Putnam Investments   1996 - 1999
Strategic Development Group, Inc. (SDG)   1993 - 1996

Skills
Marketing Strategy, Email Marketing, Social Media Marketing, Lead Generation, Marketing Communications, Customer Specific..., Loyalty Marketing, Loyalty Program..., Managing Employees, Managing Budget, Managing Creative Teams, Project Planning, Project Coordination, Project Delivery, Marketing, Team Leadership, Team Building, Online Marketing, Customer Service, Management, Budgets, Advertising, Market Planning, Retail, Negotiation

Education
Indiana University Bloomington
Bachelor of Arts, Telecommunications

Experience
Fidelity Investments  July 2015 - Present
Fidelity Investments  February 2010 - Present
Fidelity Investments  October 2004 - Present
Putnam Investments   October 1997 - September 2004
Consulting  September 1994 - December 1995
Automated Concepts Inc.  October 1990 - August 1994

Skills
SDLC, Requirements Analysis, Business Analysis, Software Project..., Agile Methodologies, Vendor Management, Requirements Gathering, SQL, Data Warehousing, Oracle, Enterprise Architecture

Education
Indian Statistical Institute
M. Stat, Mathematics & Statistics

University of Massachusetts
Master of Business Administration, Finance