Putnam Investments
Putnam Investments is a privately owned investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Parent organization: Great-West Lifeco Customer service: 00 1 617-292-1000 Number of employees: 1,700+ CEO: Robert L. Reynolds (1 Jul 2008–) Headquarters: Boston, Massachusetts, United States Subsidiaries: PanAgora Asset Management, Inc.,
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Putnam Investments Employees
Natixis Global Asset Management June 2015 - Present
Middlebury College September 2012 - June 2015
Putnam Investments April 2014 - August 2014
Natixis Global Asset Management June 2013 - August 2013
Scott Brown for Senate May 2012 - August 2012
Skills
Financial Analysis, American Literature, American English, Political Campaigns, Political Science, Leadership, Team Leadership, Public Speaking, Sales
Education
Middlebury College 2011 — 2015
English and American Literatures; Cum Laude, English and American Literature / Political Science
King's College London, U. of London 2013 — 2013
Study Abroad, English Language and Literature, General, Political Science, Philosophy
St. Sebastian's School 2007 — 2011
Putnam Investments June 2015 - Present
HP Infosystem, LLC July 2013 - June 2015
Infosys August 2012 - June 2013
IBM October 2008 - July 2012
Aris Global June 2005 - August 2008
Bharatiya Research Center May 2002 - December 2002
Skills
Java, XML, Java Enterprise Edition, Requirements Analysis, JSP, Servlets, Oracle, Web Services, SQL, Core Java, Struts, Unix, PL/SQL, Agile Methodologies, SDLC, Spring Framework, Spring MVC, Spring Webflow, Spring Security, Hibernate, REST, Enterprise Architecture, WebSphere Application...
Education
Maharashtra Institute of Technology
BE, Computer
Quest Group Executive Search and Staffing Solutions July 2015 - Present
Friedman Williams April 2015 - June 2015
Staffmark November 2013 - March 2015
LocalVox July 2013 - September 2013
Forrest Solutions Group November 2012 - May 2013
Working Holiday April 2011 - October 2012
Epiq Systems July 2010 - March 2011
Putnam Investments January 2008 - September 2009
Skills
Event Planning, Event Management, Social Media, Social Media Marketing, Microsoft Office, Research, Outlook, Recruiting, Public Speaking, Technical Recruiting, Candidate Marketing, Passive Candidate..., Market Research, Business Development, Marketing Strategy, Sales, Start-ups, Management, Marketing, Applicant Tracking..., Training, SEO, CRM, Sourcing, Consulting, Temporary Placement, Interviews
Education
Johnson and Wales University
Bachelor of Arts (B.A.), Finance and Financial Management Services
Philippa Schuyler
FINOP Services LLC October 2012 - Present
The Handyman, Inc. May 2010 - Present
A.G. Edwards & Sons, Inc. November 1993 - June 2004
BayBanks Brokerage Co. March 1993 - October 1993
Morgan Stanley Smith Barney February 1992 - March 1993
Putnam Investments November 1989 - February 1992
Education
University of New Hampshire - Whittemore School of Business and Economics 1985 — 1989
B.A., Economics, Business Administration
Landmark Education
Landmark Forum, The Advanced Course
San Diego State University-California State University
Economics
Citi June 2012 - Present
Bank of America May 2010 - June 2012
Harvest Global Partners LLC September 2008 - June 2010
Barclays Global Investors 2004 - 2007
Putnam Investments 1998 - 2004
Deutsche Bank 1995 - 1997
Education
Stanford University 1993 — 1995
MS, Engineering Economic Systems
Malaviya National Insitute of Technology Jaipur 1988 — 1993
BE, Electrical Engineering
New England Wild Flower Society December 2014 - Present
Community Art Center November 2013 - December 2014
Banana Republic August 2012 - November 2013
Boston Children's Museum January 2013 - May 2013
TechTarget July 2010 - August 2012
TechTarget May 2009 - July 2010
Putnam Investments November 2008 - February 2009
Salem State College 2005 - 2008
Amd Telemedicine 2005 - 2007
Salem State College 2004 - 2006
Skills
Microsoft Office, Photoshop, Illustrator, Cognos, PDS, Google Analytics, SalesLogix, Copywriting, Copy Editing, Product Marketing, Product Management, Email Marketing, Editing, Writing, Raiser's Edge, Fundraising, Membership, board member relations, Stewardship, gift entry, Graphic Design, Social Media, Marketing, Event Planning, Social Media Marketing, Management, Leadership, Sales, Nonprofits
Education
Salem State College (University) 2004 — 2008
B.S., Business Administration
Lowell High School 2000 — 2004
Landmark Education
Landmark Education
Marchon Eyewear / VSP Global 2010 - Present
Putnam Investments 2013 - 2013
Systemax 2010 - 2010
National Christian Foundation 2010 - 2010
Schering-Plough 2009 - 2009
Nortel Networks 2008 - 2009
NuVasive 2008 - 2008
Hewlett-Packard 2007 - 2008
Consulting 2002 - 2007
Skills
SAP BI, SAP BW, SAP Netweaver, ABAP, SAP, Business Intelligence, SAP BPC, SAP FI, SAP ERP, Business Objects, SAP R/3, SAP Implementation, ECC, IDOC, SAP Portal
Education
Illinois Tech
Masters, Computer Science
Jawaharlal Nehru Technological University
Bachelors, Computer Science
Continental Resources June 2013 - Present
Match Education January 2013 - May 2013
Merrimack College August 2012 - May 2013
VoltDB September 2012 - December 2012
Putnam Investments December 2011 - August 2012
Sea-Vu West Premier RV Resort May 2011 - September 2011
Forbes Seafood Restaurant May 2006 - September 2011
Kennebunk Savings Bank May 2010 - September 2010
Skills
Team Leadership, Organizational..., Time Management, Efficiency, Marketing, Management, Microsoft Office, Social Media, Program Management, Human Resources, Research, Advertising, Interviews, Payroll, Leadership, Microsoft Excel
Education
Lasell College 2014 — 2017
Master's Degree, Human Resources Management/Personnel Administration, General
Merrimack College 2009 — 2013
Bachelor of Science, Business Administration; Management
Wells High School 2005 — 2009
College/University Preparatory and Advanced High School/Secondary Diploma Program
Just Enjoy! December 2012 - Present
Various Start-ups December 2012 - Present
Netage Solutions, Inc. 2003 - 2012
WiredEmpire 2000 - 2002
Thomson Reuters 1995 - 2000
Putnam Investments 1994 - 1995
MetLife Investments 1991 - 1994
Ketchum Communications 1986 - 1991
Skills
Sales Process, Sales Management, Marketing Strategy, Start-ups, Corporate Management, Management Consulting, New Business Development, CRM, Management, Business Development, Enterprise Software, Business Strategy, Strategy, Technology Adoption..., Salesforce.com, Sales Methodology, Contract Negotiation, Leadership, Sales, Lead Generation, Solution Selling, Business Intelligence, Project Management, Training, Team Leadership, Venture Capital, SaaS, Strategic Partnerships, Marketing Management, Social Media Marketing, Marketing, Consulting, Entrepreneurship, B2B, Analytics, Negotiation, P&L Management, Product Management, Product Marketing, Analysis, Operations Management, Competitive Analysis, Account Management, Business Planning, Direct Sales, Budgets, Executive Management, Cold Calling, Cross-functional Team..., Cloud Computing
Education
Kenyon College
BA, History
Taylor Allderdice
John Hancock Investments November 2014 - Present
John Hancock Financial Services June 2013 - October 2014
John Hancock Financial Services January 2013 - June 2013
Putnam Investments November 2012 - December 2012
Putnam Investments October 2011 - November 2012
J.P. Morgan June 2009 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Lotus Notes, Outlook, Public Speaking, Financial Services, Customer Service, Teamwork, Mutual Funds, 401k, Retirement, Finance, Sales, Client Services, Investments
Education
John Carroll University 2008 — 2011
Bachelor of Science, Finance
John Cabot University 2010 — 2010
Study Abroad -Rome, Italy
Boston College High School 2004 — 2007
James Alpha Management March 2015 - Present
Putnam Investments July 2012 - September 2014
Rydex/SGI February 2002 - September 2011
Eaton Vance March 1998 - February 2002
GT Global December 1990 - March 1998
Skills
Alternative Investments, Mutual Funds, Series 7, ETFs, Series 63, Asset Allocation, Investments, Asset Managment, Investment Strategies, Wealth Management, Fixed Income, Equities, Financial Services, Investment Advisory, Financial Advisory, Securities, Finance
Education
Lehigh University 1979 — 1984
BSME, Mechanical Engineering
Putnam Investments December 2012 - Present
State Street Global Advisors December 2007 - May 2012
Natixis Global Associates International February 2007 - December 2007
Natixis Global Asset Management March 2004 - January 2007
PIMCO January 1999 - June 2003
Barclays Capital March 1998 - December 1998
Skills
Project Management, Code of Ethics, Global Regulatory..., Regulatory compliance, Compliance programs
Education
Keio University
Master's degree, Law
Keio University
Bachelor's degree, Law
NYC Department of Education July 2013 - Present
NYC Department of Education 2013 - Present
Palomar Medical Technologies, Inc. March 2011 - July 2012
Simon Property Group September 2009 - December 2009
EMC January 2009 - June 2009
Putnam Investments January 2008 - June 2008
Skills
Market Research, Marketing, Competitive Analysis, Marketing Communications, Sales, Marketing Management, Social Media Marketing, Product Marketing, Online Advertising, Management, Event Planning
Education
LIU Brooklyn 2013 — 2015
Master of Education (M.Ed.), Special Education and Teaching
Northeastern University 2006 — 2010
BSBA, Marketing
First Trust January 2012 - Present
Genworth Financial August 2009 - April 2012
Genworth Financial June 2007 - August 2009
LPL Financial December 2003 - June 2007
Putnam Investments October 2000 - August 2003
Moors & Cabot February 1999 - April 2000
Gruntal & Co. December 1997 - January 1999
Dean Witter Reynolds Inc. July 1997 - October 1997
Education
Lewis University
College of Business, MBA - Finance
University of Massachusetts at Lowell
Villanova University
Project Management, Certificate
Lowell Catholic High School
College Prep
Baystate Health June 2014 - Present
Wellington Management March 2012 - May 2014
Putnam Investments March 1998 - March 2012
John Hancock March 1997 - March 1998
NEBS April 1996 - March 1997
Fidelity Investments August 1995 - March 1996
Skills
Vendor Management, Business Analysis, Risk Management, Data Center, Project Management, Program Management, Financial Services, Oracle, Strategic Planning, Process Improvement, Management, Databases, IT Management, ITIL, Disaster Recovery, Enterprise Software, SQL, Enterprise Architecture, Software Project...
Education
Suffolk University - Sawyer School of Management 2006 — 2007
Executive MBA, Management
Madurai Kamaraj University 1987 — 1991
Bachelor of Science (BS), Computer Science & Engineering
Putnam Investments October 2010 - Present
Wipro Technologies July 1999 - October 2010
Travelex January 2000 - July 2002
Skills
Java Enterprise Edition, Web Services, Java, System Architecture, UML, Architecture, Software Development, Agile Methodologies, Spring, Hibernate, Unix, Unix Shell Scripting, XML, Ant, SQL, Struts, Web Applications, JavaScript, Integration, JDBC, Perl, Servlets, JSP, PL/SQL, Application Architecture
Education
Madurai Kamaraj University 1996 — 1999
MCA (Master of Computer Applications), Computer Science
Madurai Kamaraj University 1993 — 1996
BSC (Bachelor of Science), Computer Science
Seventh Day Adventist Higher Secondary School 1991 — 1993
Higher Secondary, Computer Science
SunTrust Investment Services July 2012 - Present
Mercer 2007 - 2011
Putnam Investments 2002 - 2007
Skills
Financial Analysis, 401k, 401k Rollovers, Consultations, Public Speaking, Retirement Planning, Education Savings, Retirement Plan..., Employee Education, Open Enrollment, New Hire Orientations, IRA Rollovers, Roth IRA, 529 Plans, IRAs, Retirement, Mutual Funds, Defined Benefit, Series 63, Investments, Financial Services, Asset Allocation, Employee Benefits, Series 7, Pensions, Securities, Employee Training
Education
Johnson & Wales University 1999 — 2003
B.S., international Business
Johnson and Wales University 1999 — 2002
Associate of Science, Management
Experian July 2012 - Present
American Airlines April 2012 - July 2012
National Science Foundation January 2012 - July 2012
Corporate Executive Board January 2012 - July 2012
Experian August 2011 - January 2012
Herbalife January 2010 - August 2011
Putnam Investments August 2008 - December 2009
Chrysler June 2007 - July 2008
Visam Technologies January 2007 - May 2007
Skills
SQL, HTML, Web Development, Content Management, CMS, Enterprise Content..., Agile Methodologies, XML, Web Services, Microsoft SQL Server, JavaScript, Oracle, SOA, MediaBin, Java, Perl, Unix, Requirements Analysis, Integration, XSLT, Web Applications, Testing, IIS, Linux, Java Enterprise Edition, Scrum
Education
Old Dominion University 2006 — 2008
Masters, Electric Engineering
Jawaharlal Nehru Technological University 2002 — 2006
Bachelor of Technology, Electronics and Communications
Marcus & Millichap September 2014 - Present
CBRE 2013 - 2014
CBRE June 2012 - 2013
Putnam Investments April 2011 - June 2012
Putnam Investments September 2010 - March 2011
Skills
Series 63, Series 6, Salesforce.com, MA Real Estate..., Marketing, Sales, Online Advertising, Social Media, Sales Presentations, Social Media Marketing, Market Research, Email Marketing, Financial Analysis, CRM, Facebook, Marketing Communications, Microsoft Excel, PowerPoint
Education
Lehigh University - College of Business and Economics 2006 — 2010
Bachelor of Science (B.S.), Marketing
Putnam Investments December 2007 - January 2012
Putnam Investments November 2005 - December 2007
Fashion Bug September 2002 - November 2005
Skills
Training
Education
Johnson and Wales University 2003 — 2004
High School Diploma, Business Administration and Marketing
Iron Mountain April 2007 - Present
Liberty Mutual Insurance 2003 - 2007
Key3Media 2002 - 2003
XChange Inc, CRM Software Company 2000 - 2001
Thomson Financial 1997 - 2000
Putnam Investments 1993 - 1997
Skills
Talent Acquisition, Employee Relations, Onboarding, Recruiting, Talent Management, Deferred Compensation, Performance Management, Workforce Planning, Change Management, Succession Planning, Applicant Tracking..., College Recruiting, HRIS, Benefits Administration, Employee Benefits, Vendor Management, Organizational..., Human Resources, Personnel Management, Leadership, Temporary Placement
Education
Lesley University
MA, Management
University of Massachusetts, Amherst
BA, HR Management & Public Relations
EMPOWER Retirement October 2014 - Present
Putnam Investments February 2009 - Present
Fidelity Investments 2003 - 2009
Boston Celtics 1999 - 2003
Skills
Sales Management, Product Marketing, Advertising, Corporate Finance, Financial Planning, Investments, Series 7, Strategic Planning, Financial Services, Strategic Financial..., CRM, Leadership, Business Development, Defined Contribution, Competitive Analysis, Retirement, New Business Development, Relationship Management, Mutual Funds, Management, Business Planning, Marketing, Budgets, Series 63, Strategy, 401k
Education
West Virginia University 1997 — 1999
MS, Sports Administration
Juniata College 1993 — 1997
BS, Business Management
Westmont Hilltop 1990 — 1993
HS
Cigna September 2013 - Present
WeB-D-ZinE December 2006 - Present
Wells Fargo January 2012 - May 2013
Putnam Investments June 2011 - December 2011
Miami-Dade County Public Schools April 2011 - June 2011
HealthNow New York Inc. June 2010 - April 2011
Skills
Cognos, Data Analysis, System Administration, Dashboard, Business Intelligence, SQL, Performance Tuning, Architecture, Data Modeling, ETL, Data Warehousing, Informatica, SSIS, SSRS, DB2, Business Intelligence..., SDLC, T-SQL, Oracle, Data Integration, PL/SQL, Microsoft SQL Server
Education
Jawaharlal Nehru Technological University 2001 — 2005
B. Tech, Mechanical Engineering (Mechatronics)
Royal Bank of Scotland (RBS) - Citizens Bank February 2008 - Present
Putnam Investments December 1999 - February 2008
Skills
Process Control, Mortgage Lending, Credit, Banking, Mainframe, IBM Mainframe, JCL, FTP, Unix, TSO, IT Operations
Education
Johnson and Wales University 1992 — 1995
Associate's degree, Business Administration and Management, General
T. Rowe Price May 2004 - Present
Putnam Investments, Boston, MA April 1999 - April 2004
Putnam Investments April 1997 - April 1999
General Motors Pension Fund 1991 - 1997
Education
University of Virginia Darden School of Business 1984 — 1986
MBA, Finance
Lehigh University - College of Business and Economics 1977 — 1981
BS, Accounting, Magna Cum Laude
SoftPak Financial Systems, Inc January 1995 - Present
SSGA 1997 - 2001
Putnam Investments 1995 - 1997
Wellington Management January 1987 - December 1994
Education
Tufts University 1984 — 1986
Master's degree, Physics
Karachi University 1978 — 1984
MSc, Mathematics and Physics
Ameriprise Financial March 2011 - December 2012
Ameriprise Financial March 2010 - March 2011
Merrill Lynch Investment Management May 2000 - September 2001
State Street Research February 1999 - August 1999
State Street Research February 1998 - February 1999
Putnam Investments July 1997 - February 1998
Putnam Investments September 1996 - July 1997
Putnam Investments June 1995 - September 1996
Education
Le Moyne College 1991 — 1995
BA, English
Distinctions and Community Activities
BA Degree, English Literature
Randstad Healthcare May 2014 - Present
Randstad Healthcare August 2011 - Present
Keller Williams Realty June 2011 - Present
Boston Financial Data Services July 2006 - October 2009
TD Bancnorth July 2005 - July 2006
Putnam Investments/Mercer August 2002 - July 2005
Putnam Investments October 1999 - August 2002
Skills
Training, Management, Leadership, Process Improvement, Microsoft Excel, Recruiting, Mutual Funds, Software Documentation, Operations Management, Cross-functional Team..., Sales, Change Management, Time Management, Start-ups, Customer Service, Employee Benefits
Education
Marygrove College
BA, French, Psychology, Humanities
Voya Financial Advisors August 2012 - Present
Bank of America Merrill Lynch June 2006 - August 2012
Fidelity Charitable Gift Fund August 2003 - February 2006
Putnam Investments August 2000 - August 2003
Education
Keene State College 1996 — 2000
BA, Political Science
Merrimack High School 1992 — 1996
Envestnet Inc. April 2010 - Present
FundQuest June 2006 - August 2010
Neuberger Berman August 1997 - May 2006
Strong Capital Management February 1995 - July 1997
LPL Financial Services January 1992 - January 1995
Putnam Investments August 1986 - December 1991
Skills
Business Strategy, Enterprise Software, Finance, Financial Advisory, Financial Services, Investments, Leadership, Mutual Funds, New Business Development, Program Management, Sales Management
Education
Suffolk University - Sawyer Business School 1982 — 1984
MBA, Finance
Keene State College 1975 — 1979
BS Management, Business
Stanford University April 2012 - Present
Putnam Investments December 2007 - March 2012
Wipro Technologies December 2005 - December 2007
Skills
PeopleCode, PeopleSoft, PeopleTools, SQR, Databases, Integration, Business Analysis, SDLC, Shell Scripting, Requirements Gathering, SQL*Plus, PL/SQL, Web Services, Requirements Analysis, Weblogic, SQL, XML Publisher, Unix, Oracle
Education
Malnad College of Engineering 2001 — 2005
B.E, Computer Science
Kendriya Vidyalaya 1990 — 1999
Citizens Investment Services Investment Advisor RepresentativeMetLifeMarch 2009 - June 2013
Putnam Investments 1998 - 2005
Skills
Mutual Funds, Insurance, Securities, Retirement Planning, Retirement, Disability Insurance, Fixed Annuities, Wealth Management, Life Insurance, FINRA, Series 63, Investments, Asset Allocation, Series 6, Financial Services
Education
Marmara University 1989 — 1994
BS, Economics
Kadikoy Anadolu Lisesi
Mamaste March 2006 - Present
State of Grace Yoga and Wellness 2006 - 2008
McKesson Health Solutions October 2005 - November 2007
Staples January 2005 - September 2005
Holmes Corporation June 2004 - November 2004
Putnam Investments May 2000 - May 2004
Education
Massachusetts Bay Community College
Compete, Inc. April 2011 - Present
Velir Studios October 2007 - March 2010
Blue Egg May 2007 - October 2007
Studio G Architects September 2002 - March 2007
Night-Visions 2000 - 2007
Point of View November 2000 - February 2001
Putnam Investments February 2000 - May 2000
BAR/BRI Bar Review April 1997 - September 1999
Skills
CSS, JavaScript, HTML, Flash, XML, Final Cut Studio, Final Cut Pro, Wordpress, User Experience, Information Architecture, HTML 5, CSS3, Photoshop, Project Management, Scrum, Email Marketing, Agile Methodologies, Film Production, Short Films, Film Editing, AJAX, Web Design, Blogging, Front-end, E-commerce, Wireframes, User Interface Design, WordPress, Web Development, Usability, Google Analytics, jQuery
Education
Massachusetts College of Art 1992 — 1996
BFA, Film/Cinema/Video Studies
Montrose School July 2015 - Present
Montrose School December 2010 - July 2015
Franklin Public Schools September 2005 - November 2010
Putnam Investments 1997 - 2003
State Street Bank 1988 - 1989
Multibank Financial Group 1986 - 1987
City Federal Savings Bank 1984 - 1986
Skills
Microsoft Office, Organization, Management, Budgets, Mutual Funds, Data Analysis, Financial Analysis, Microsoft Excel, Research
Education
Lafayette College 1980 — 1984
B.A., Economics
St. Francis Hospital May 2014 - Present
St. Francis Hospital December 2012 - May 2014
Abercrombie & Fitch February 2011 - November 2012
Nurses 24/7- LLC June 2009 - January 2011
Putnam Investments September 2007 - February 2008
Skills
Microsoft Office, Staff Development, Staff Management, Recruiting, Management, Human Resources, Time Management, Marketing, Interviews, Customer Service, Training, Customer Satisfaction, Event Management, Hiring, Sales, Performance Management, Merchandising, Employee Training, Store Management, Social Networking, PowerPoint, Budgets, Event Planning, Retail, Inventory Management, Teamwork, Healthcare, EMR, EHR, Process Improvement
Education
Lasell College 2009 — 2011
Master's degree, Communications and Integrated Marketing
University of Massachusetts Dartmouth 2005 — 2009
Bachelor's degree, Marketing
Long Financial Group January 1998 - Present
GMP Nutraceuticals, Inc. November 2009 - Present
Cadaret Grant 1998 - Present
United States Coast Guard 1988 - 2002
Meridan Bank September 1995 - December 1998
Putnam Investments January 1994 - August 1994
Skills
Wealth Management, Investments, Insurance, Finance, FINRA, Series 7, Financial Modeling, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Strategic Planning
Education
Penn State University 1990 — 1994
BS, Finance
Kutztown University of Pennsylvania
Kutztown University of Pennsylvania
Kutztown University of Pennsylvania
Kutztown University of Pennsylvania
Kutztown University of Pennsylvania
Citizens Bank January 2012 - Present
Citizens Bank December 2004 - January 2012
Putnam Investments January 1999 - December 2004
Skills
Employee Training, Project Management, Adobe Creative Suite, Salesforce.com, Salesforce Training, Salesforce.com..., Qualified Retirement..., Wealth Management, Insurance, Portfolio Management, Mutual Funds, Series 7, Management, Financial Services, Investments, Series 63, Leadership, Securities, Relationship Management, Finance, Training, Banking, Retirement Planning, Financial Analysis, Risk Management, CRM, Customer Service, Financial Planning, Sales, Loans
Education
Lasell College 2015 — 2016
Master of Science (MSc), Project Management
Providence College 2001 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
EMC May 2014 - Present
CB&I October 2012 - May 2014
Mercer January 2008 - January 2012
Putnam Investments 1996 - 2007
Skills
Workforce Planning, Talent Management, Succession Planning, Performance Management, Employee Engagement, Compensation, Organizational..., HR Strategy, Conflict Resolution, HR Consulting, Job Descriptions, Leadership Development, Job Analysis, Job Evaluation
Education
Lesley University
Bachelor of Science, Management
S&P Dow Jones Indices July 2014 - Present
Institutional Sales and Marketing Consultant April 2012 - June 2014
TT International October 2008 - November 2011
Manulife: MFC Global Investment Management August 2006 - October 2008
Manulife: John Hancock Funds, LLC March 2005 - August 2006
Manulife: John Hancock Advisors, LLC February 2004 - March 2005
RM Access, A Fidelity Capital company January 2002 - May 2003
Putnam Investments January 2000 - April 2001
Marsh & McLennan, Inc September 1984 - December 1999
Skills
Alternative Investments, Hedge Funds, Fixed Income, Mutual Funds, Investment Strategies, Portfolio Management, Investments, Equities, Options, Fundraising, Institutional..., Equity Research, Derivatives, Retirement, Institutional Sales, New Business Development, Business Relationship..., Building Business..., Public Sector, Endowments, Foundations, Corporates, Taft-Hartley, Separately Managed..., Financial Services, Asset Management, Pension Funds, Investment Management, Securities, Wealth Management, Bonds, Bloomberg, Relationship Management, Asset Allocation, Risk Management, Due Diligence, Venture Capital, Institutional, FINRA, Financial Modeling, Capital Markets, Fund Of Funds, Financial Markets, Consultants, Institutional Investors, Hedge Fund of Funds, International Equities
Education
Lycoming College 1980 — 1984
BA, Business Administration, 3.4 GPA
Northern Valley Regional High School at Demarest, NJ 1976 — 1980
Studio Exhale March 2010 - Present
Multifamily Owner August 2006 - Present
Admirals Bank March 2012 - December 2012
Semper Home Loans October 2010 - March 2012
Putnam Investments January 2008 - August 2010
Greenwood Credit Union June 2003 - January 2008
Skills
Mutual Funds, Financial Services, Analysis, Management, Consumer Lending, Banking, Finance, Credit, Mortgage Lending, Underwriting, Marketing, Refinance
Education
Johnson & Wales University 2004 — 2007
Bachelors, Financial Services/Business Management
Cranston West 2001 — 2004
Bachelor of Science
Johnson & Wales University
Associate, Science, Business Management2005
Johnson & Wales University May 2012 - Present
Johnson & Wales University June 2011 - May 2012
CVS Caremark Corporation January 2011 - June 2011
Fidelity Investments February 2008 - January 2011
Fidelity Investments December 2006 - February 2008
Fidelity Investments February 2004 - December 2006
Fidelity Investments August 2000 - February 2004
DavBros Consulting December 2001 - October 2003
Fidelity Investments July 1999 - August 2000
Putnam Investments January 1999 - July 1999
Skills
XML, Visio, Requirements Gathering, Unix, SQL, JCL, SharePoint, COBOL, DB2
Education
Johnson and Wales University 2014 — 2017
Rhode Island College 1993 — 1997
Bachelor of Arts (B.A.), English Language and Literature, General
State Street Global Advisors January 2014 - Present
Symmetric Capital January 2012 - September 2013
Putnam Investments January 2001 - January 2012
Flagship Ventures January 2000 - January 2001
KMI/PAREXEL January 1999 - January 2000
Dragon Systems Inc January 1998 - January 1999
Putnam Investments January 1997 - January 1998
Greater Boston Manufacturing Partnership, Inc January 1995 - January 1997
Wellesley Group Inc January 1985 - January 1995
Skills
Lotus Notes, Travel Arrangements, Invoicing, Human Resources, Calendars, Spreadsheets, Payroll, PowerPoint, Management, Process Scheduler, Finance, Accounting, Marketing, Training, Employee Benefits
Education
Massachusetts Bay Community College
Associates Degree, General Business
Neutra Design August 2003 - Present
Jack Morton Worldwide 2007 - April 2012
DogWatch Hidden Fences August 2006 - October 2007
Boathouse 2005 - 2006
John Hancock Funds October 1999 - August 2003
Putnam Investments April 1996 - October 1999
Fidelity Investments July 1993 - April 1996
American Reportory Theatre September 1989 - June 1993
Boston Magazine May 1987 - January 1989
Skills
Corporate Identity, Advertising, Collateral Design, Art Direction, Print Collateral, Adobe Creative Suite, Creative Direction, Graphic Design, Annual Reports, InDesign, Illustrator, Photoshop, Logo Design, Brochures, Typography, Brand Development, Creative Development, Concept Development, Copywriting, Visual Communication, Writing, Email Marketing, Marketing Communications, Website Development, Graphics, Magazines, Web Design, Print Production, Direct Mail, Mac, Direct Marketing, Collateral, Layout, Art, Posters, Corporate Branding, Creative Strategy, Marketing, Catalogs, Interaction Design, Branding & Identity, Illustration
Education
Sea Education Association 1989 — 1989
C-104, martime studies, marine science, seamanship, sailing
Massachusetts College of Art 1983 — 1987
BFA, Design, with Departmental Honors
Charles Schwab June 2015 - Present
Charles Schwab, Retirement Business Services January 2014 - May 2015
Fidelity Investments September 2005 - October 2013
Fidelity Investments Institutional Services (FIIS) ♦ 2009 - 2011
Fidelity Investments Institutional Services (FIIS) ♦ 2006 - 2009
Fidelity Investments Institutional Services (FIIS) ♦ 2005 - 2006
Putnam Investments 1995 - 2004
Skills
Project Management, Mutual Funds, Vendor Management, PMO, Market Research, Cross-functional Team..., Process Improvement, Business Development, Strategy, Relationship Management, Analytics, Financial Services, Management, Business Planning, Segmentation, Marketing, Business Analysis, Program Management, Portfolio Management, Forecasting, Executive Management
Education
University of Phoenix
M.B.A, Marketing
Lesley University
B.S, Management
Brown Brothers Harriman April 2015 - Present
Brown Brothers Harriman May 2014 - April 2015
Claudia Owens - Self Employed November 2011 - May 2014
Putnam Investments 2014 - 2014
Thermo Fisher Scientific October 2007 - November 2011
Palladium Group, Inc. October 2005 - July 2007
CM Access 2003 - 2004
Raytheon 1980 - 1994
Skills
Adobe Creative Suite, Brochures, Graphic Design, QuarkXPress, Information Graphics, Art Direction, Catalogs, Presentation Design, Pre-press, PowerPoint, Prezzi, Marketing Communications, Photoshop, Graphics, Adobe Acrobat, Digital Photography, Corporate Branding, Illustrator, User Interface Design, Corporate Identity, Logo Design, Marketing, Direct Mail, InDesign, Interaction Design, Branding & Identity, Newsletters, Creative Direction, Flash, Web Design, Layout, Visual Communication, Typography, Flyers, Mac, Photography
Education
Morris County Community College
none, Graphics
Massachusetts College of Art and Design
Graphic Design
Montserrat School of Visual Arts
Northern Essex Community College
Publications & Graphic Design
Aspen Technology January 2014 - Present
Putnam Investments January 2013 - December 2013
Swarovski January 2011 - August 2012
Education
University of Massachusetts Lowell 2011 — 2013
Bachelor of Science (BS), Mathematics
University of Massachusetts Lowell 2011 — 2013
Minor, Business Administration
Massachusetts Bay Community College 2009 — 2011
Mathematics, Mathematics
Hilti July 2015 - Present
Fastenal December 2006 - July 2015
WellPoint April 2004 - December 2006
UnitedHealth Group May 1997 - March 2004
Putnam Investments January 1997 - May 1997
Piche's Ski and Sports Shop November 1994 - December 1996
Education
Keene State College 1989 — 1994
Bachelor of Science, Physical Education with a concentration in Sports Management
Merrimack High School
Merrimack High School
Bingham McCutchen LLP (combined with Morgan, Lewis & Bockius LLP as of November 24, 2014) June 2014 - Present
Putnam Investments July 2012 - June 2014
Putnam Investments November 2010 - July 2012
ABCD Summerworks, University High School May 2010 - September 2010
West Roxbury District Court Probation January 2010 - May 2010
Skills
Series 7, Series 63, Securities, Training, 401k, Mutual Funds, Retirement, Retirement Planning, Series 6, Legal Research, Investments, Financial Services, ERISA, FINRA, Asset Allocation, Analysis, Employee Benefits, Defined Benefit, Spanish, Wealth Management
Education
Suffolk University Law School 2014 — 2018
Juris Doctor, Law
Lasell College 2006 — 2010
B.A, Legal Studies, 3.5
Springfield Central High School 2002 — 2006
Diploma, General Education, 3.7
Vision Associates July 2013 - Present
Rhode Island College August 2011 - June 2013
Mercer August 2012 - March 2013
Mercer May 2010 - March 2011
Martone Group, Inc February 2009 - October 2009
Boucher & Company, Inc June 2004 - March 2009
Citizens Financial Group 2003 - 2004
Putnam Investments July 1995 - November 2002
Skills
Operations Management, Social Media, Leadership, Business Process..., Research, Leadership Development, Management, Team Building, Strategic Planning, Organizational..., Outsourcing, Benefits Administration, Change Management
Education
Rhode Island College 2010 — 2012
Bachelor of Arts Psychology, Behavioral Sciences
Johnson and Wales University 1990 — 1992
Associates in Financial Services Management, Finance & Investments
Woonsocket High School 1988 — 1990
Salve Regina University
Master of Business Administration (MBA), Management
Fidelity Investments September 2014 - Present
Putnam Investments January 2013 - September 2014
Prudential Retirement January 2003 - December 2012
Merrill Lynch January 2000 - January 2003
Hoffmann-La Roche October 1990 - November 1993
Skills
Retirement Planning, Mutual Funds, Series 7, Series 63, Investment Advisory, Investments, 401k, Wealth Management, Retirement, Asset Managment, Series 6, Strategic Financial...
Education
Loyola Marymount University, College of Business Administration 1984 — 1988
BA, Business Marketing
Prudential Financial July 2015 - Present
EMPOWER Retirement December 2014 - May 2015
Putnam Investments July 2014 - December 2014
Putnam Investments October 2013 - July 2014
Merrill Lynch May 2012 - October 2013
Merrill Edge August 2011 - May 2012
Metrorock 2008 - 2011
Skills
Investments, Sales, Customer Service, Series 7, Mutual Funds, 401k, Retirement, Securities, Equites
Education
Lynn University 2002 — 2006
Bachelor's degree, Hospitality Administration/Management
Oracle Corporation December 2014 - Present
Oracle Corporation February 2011 - November 2014
Oracle Corporation June 2008 - January 2011
Brown Brothers Harriman October 2007 - May 2008
Grace-Hunt, LLC November 2006 - October 2007
Teradyne/HCL America June 2005 - November 2006
John Hancock 2004 - 2005
Putnam Investments 2003 - 2004
Genzyme 2001 - 2002
surebridge 1999 - 2001
Skills
Software Documentation, Scrum, Project Delivery, Project Management, SaaS, Business Intelligence, Siebel, CRM, Product Management, Pre-sales, PMP, Business Analysis, Outsourcing, Management, Cloud Computing, Software Project..., Enterprise Software, Integration, Strategy
Education
Lesley University 1997 — 1999
Bachelor of Science in Management
Malden
Glines & Rhodes,Inc September 2012 - Present
Columbia Management April 2007 - September 2012
Columbia Management May 2010 - December 2010
Putnam Investments November 2000 - March 2007
Skills
Sales, Precious Metals, Account Management, Sales Management, B2B, New Business Development, Direct Sales, Customer Service, Lead Generation, Customer Relations, Refining Processes, Sales Presentations, Sales Operations, Training, Salesforce.com, Finance, Metals, Navision, Management, Microsoft Dynamics, Mutual Funds, Organic Gardening, Motorcycling, Golf, Networking, Business Development, Business Strategy, Business Process..., Waste Management, Downhill Skiing, Online Lead Generation, Inbound Lead Generation, Gold
Education
Johnson and Wales University
Bachelor's Degree, Financial Services Management
East Providence High
Ponaganset
Maxwell Health July 2015 - Present
Mercer October 2010 - July 2015
Mercer December 2005 - August 2010
Putnam Investments December 2003 - December 2005
Texas Instruments June 2001 - June 2003
Skills
Team Management, Employee Benefits, Vendor Management, Benefits Administration, Change Management, Process Improvement, Project Management, Performance Management, Human Resources, Outsourcing, HR Consulting, Business Process..., Employee Engagement, HRIS, Leadership, Management, Business Analysis, Customer Service, Financial Services, Training, 401k, Microsoft Office, CRM, Employee Relations, Program Management, Microsoft Excel
Education
Johnson and Wales University 2000 — 2004
BS, Business Administration and Management, General
E*TRADE Financial Corporation April 2015 - Present
E*TRADE Financial April 2012 - April 2015
Pershing June 2010 - April 2012
AllianceBernstein Defined Contribution Investments August 2007 - June 2010
AllianceBernstein June 2002 - August 2007
AllianceBernstein August 1999 - June 2002
Putnam Investments June 1997 - August 1999
Skills
Investments, Pensions, 401k, Retirement, Series 6, Product Marketing, Marketing Strategy, Marketing Communications, Training
Education
Montclair State University 2003 — 2007
MBA, Marketing
Loyola University Maryland 1993 — 1997
BBA, Marketing
Georgetown Visitation 1989 — 1993
Putnam Investments November 2008 - Present
Putnam Investments September 2001 - November 2008
Putnam Investments August 1999 - August 2001
Putnam Investments August 1996 - March 1999
Education
Laboure College 2004 — 2008
Associate Degree in Science, Nursing
Suffolk University - Sawyer School of Management 1998 — 2003
Master of Science, Finance
University of Southern Maine, Portland, ME 1992 — 1996
Bachelor of Science, Accounting
iProducts Services Group January 2012 - Present
State Street July 2008 - December 2011
Putnam Investments August 2007 - July 2008
Pioneer Investments May 2006 - July 2007
Skills
Fund Accounting, Mutual Funds, Securities, Financial Reporting, Accounting, Collateral Management
Education
University of Massachusetts, Amherst 2003 — 2005
BA, Economics, Psychology
Manhattanville College 2001 — 2003
Abington Council on Aging September 2009 - July 2012
Principal Financial Group September 2007 - June 2009
New York Life Insurance Company January 2005 - August 2007
Rockland Trust Company April 1997 - December 2004
John Hancock Life Insurance Company (U.S.A.) October 1994 - April 1997
Putnam Investments February 1992 - October 1994
Putnam Investments January 1990 - January 1992
Skills
Business Communications, Program Management, Retirement Services, Financial Planning, Retirement Planning, Leadership, Investments, Financial Services, Management, Business Planning, Pensions, Human Resources, Financial Advisory, Long-term Care, Finance, Marketing
Education
Lesley University
MS
Villanova University
BA
Bosun's Marine-North Shore January 2006 - Present
Brown Brothers Harriman August 1999 - January 2006
Putnam Investments 1998 - 1998
Education
Skidmore College
Macquarie University 1998 — 1998
Cohasset High School
Dealer.com May 2012 - Present
WINTER RACKS LLC April 2009 - Present
Champlain Cable Corporation May 2011 - May 2012
MBA HealthGroup April 2010 - March 2012
Winterfootwear.com September 2010 - April 2011
Putnam Investments September 2008 - February 2009
JPMorgan Chase June 2007 - September 2008
New York Life Insurance Company September 2006 - June 2007
UBS March 2006 - May 2006
Smugglers' Notch Resort December 2004 - February 2006
Skills
Customer Relations, Insurance, Administration, Financial Planning, SEO, Search Engine Ranking, Process Improvement, Management, Customer Service, Strategic Financial..., System Administration, SEM, Analysis, Strategy, Google Adwords, PPC, Social Media, Data Analysis, Keyword Research, Visio, Web Analytics, Google Analytics, Databases, Marketing, Digital Marketing
Education
Community College of Vermont 2010 — 2011
Certificate, Website Design and Development
Johnson State College 2001 — 2006
B.A., Business Administration
Mt Abraham Union Highschool
Mt Abraham Union Highschool
iMoneyNet, Informa Business Intelligence October 2005 - Present
Fidelity Investments 1997 - 2005
Putnam Investments 1995 - 1997
Skills
Fixed Income, Mutual Funds, Money Market, Capital Markets, Financial Services, FX Options, Financial Markets, Asset Management, Investments, Relationship Management, Cash Management, Securities, Money Market Funds, Cash, Sales Management, Institutional Sales, Alternative Investments, Market Data, Institutional..., Social Media Marketing, ETFs, Enhanced Cash Products, Conference Production, Offshore Money Market..., Money Markets, International Money..., Social Media Strategy, Foreign Exchange, Electronic Trading, Money Market Expo, Bloomberg, Equities, Portfolio Management
Education
Johnson & Wales University
Providence College
CK Environmental, Inc. June 2001 - Present
CK Realty Trust June 2001 - Present
Canton Tech Centre September 2007 - Present
Putnam Investments April 2000 - June 2001
Skills
Human Resources, Accounting, Environmental Awareness, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Proposal Writing, Project Management, Strategic Planning, Training, New Business Development, Analysis, Contract Negotiation, Environmental Compliance, Event Management, Contract Management, Budgets, Program Management, Leadership, Project Planning, Process Improvement
Education
Lasell College 2007 — 2010
College of Saint Rose 1981 — 1985
BS, Business
Marian High School 1978 — 1981
Marian High School 1978 — 1981
Schneider Electric April 2009 - Present
MetLife March 2007 - January 2009
Textron January 2005 - March 2007
Putnam Investments February 1997 - January 2005
Skills
Instructional Design, Knowledge Management, Project Management, Change Management, E-Learning, Educational Technology, Instructor-led Training, Leadership, Talent Management, Six Sigma, Management, Blended Learning, Strategy, Adult Education, Organizational..., Captivate, Project Planning, ADDIE, Program Management, Performance Management, PMP, Training Delivery, Learning Management..., Training, Leadership Development, Business Process, Employee Training, Learning Management, Enterprise Software, Workshop Facilitation, Organizational..., Technical Training, Needs Analysis, Career Development, Performance Improvement, Succession Planning, Training Needs Analysis, Employee Engagement, SnagIt, Curriculum Design, Hands-on Training, Staff Development, Technical Writing, Executive Coaching, Coaching, Management Development
Education
Northeastern University 2009 — 2010
M.Ed
Northeastern University 2002 — 2003
Graduate Certificate
Johnson & Wales University 1991 — 1994
BS
Fidelity Investments September 2008 - Present
Fidelity June 2007 - June 2008
Fidelity November 2000 - June 2007
Putnam Investments December 1995 - November 2000
Education
Lehigh University - College of Business and Economics
Master of Business Administration (MBA), Finance and Financial Management Services
Waynesburg University
BS, Finance/Management
Jost ADK, Inc. / Planet Fitness September 2013 - Present
Anheuser-Busch InBev February 2008 - August 2013
Anheuser-Busch January 2007 - January 2008
Anheuser-Busch September 2003 - January 2007
Putnam Investments July 2002 - August 2003
Skills
Recruitment/Retention, FMLA, College Recruiting, Recruiting, Onboarding, Talent Acquisition, Human Resources, Workforce Planning, Applicant Tracking..., Team Building, Process Improvement, SAP HR, Labor Scheduling, Interviews, Organizational..., Training
Education
Le Moyne College 2005 — 2008
Master's, Business Administration
State University of New York at Oswego 1998 — 2002
Bachelors of Science, Business Administration
Charles Schwab July 2015 - Present
Professional Distinction March 2005 - June 2015
Lakeside Supply Co., Inc. January 2006 - March 2012
Putnam Investments November 1997 - March 2005
Skills
Leadership, Executive Coaching, Resume Writing, Marketing Communications, Strategic Planning, Strategic Human..., Marketing Strategy, Marketing Management, Operations Management, Project Management, Executive Management, Social Media Marketing, Product Marketing, Product Management, Real Estate Development, Real Estate Investor, Property Management, Commercial Real Estate, Residential Investment..., Real Estate, Non-profit Leadership, Non-profit Board..., Non-profit Fund..., Human Resources, Small Business, Entrepreneurship, Employee Engagement, Information Technology, Maintaining Strong..., Training, Competitive Analysis, Marketing, SaaS, Management Consulting, Cross-functional Team..., CRM, Process Improvement, Management, Sales, Strategy
Education
Johnson and Wales University 2004 — 2005
MBA, Global Business & Organizational Leadership
Rhode Island College 1997 — 2002
Bachelor of Science (B.S.), Marketing & Business Management
Stephanie Clement Photography November 2013 - Present
Putnam Investments March 1999 - Present
PriceWaterhouseCoopers July 1995 - February 1999
Madigan-Consulting 1993 - 1995
Skills
Business Analysis, Process Improvement, Business Process..., Project Management, Program Management, WebEx Social, PeopleSoft, Web Application Design, Quad, SQL, Business Process, Management, Enterprise collaboration, Intranet Portals, Enterprise Software, Employee Self Service, Manager Self-Service, SDLC, IT Strategy, Vendor Management, Software Project..., Business Intelligence, Requirements Gathering, IT Management, Integration, Requirements Analysis, Enterprise Architecture
Education
Villanova University 2003 — 2004
Masters Certificate, Project Management
Lehigh University 1991 — 1995
B.S., Industrial Engineering
Undisclosed March 2015 - Present
Putnam Investments February 2010 - February 2015
Skills
Agile Methodologies, Web Development, HTML5, jQuery, JavaScript, HTML, CSS, Java, SQL, Project Management
Education
Johnson & Wales University 2003 — 2007
Computer Graphics and New Media
University of Massachusetts Boston
Computer Science
Hewlett-Packard February 2010 - Present
Symantec December 2007 - November 2010
BBH June 2007 - December 2007
Putnam Investments 2005 - 2007
NY State June 2004 - May 2005
State Univeristy of New York at New Paltz February 2003 - June 2004
Oasis Software Services July 2001 - April 2002
Skills
JMS, Hibernate, JDBC, Servlets, JSP, Spring, Java, J2EE, Oracle, SQL, EJB 3.0, Maven, Ant, JavaScript, AJAX, HTML, CSS, Java Enterprise Edition, Web Services, Spring Framework, XML
Education
State University of New York at New Paltz 2002 — 2004
Master Of Science, Computer Science
Jawaharlal Nehru Technological University 1998 — 2002
B Tech, Computer Science
DHL July 2012 - Present
DHL Express August 2009 - June 2012
Unishippers November 2008 - August 2009
DHL Express January 2003 - October 2008
DHL 2003 - 2008
Charles Schwab January 2000 - October 2002
Putnam Investments October 1989 - December 1995
Skills
Business Development, New Business Development, Leadership, Logistics, Sales, Account Management, Negotiation, Human Resources, Contract Negotiation, Supply Chain Management, Operations Management, Professional Mentoring, Strategy, Sales Management, Coaching, Recruiting, Customer Satisfaction, Management, Marketing, Process Improvement, Supply Chain, Training
Education
Loyola Marymount University, College of Business Administration 1982 — 1986
bba, Economics and Finance
Fidelity Investments April 2000 - Present
Fidelity Investments 1998 - 2000
Fidelity Investments 1996 - 1998
Putnam Investments 1995 - 1996
Stream International, MA 1994 - 1995
MicroWarehouse 1992 - 1994
Skills
Quality Assurance, Unix, Integration, Software Development, Operations Management, Vendor Management, Requirements Analysis, Process Improvement, Software Project..., Project Management, Visio, SDLC, Business Analysis, Program Management, Agile Methodologies, Requirements Gathering, Financial Services
Education
Keene State College 1985 — 1989
BS, Business Management
Qualcomm January 2010 - Present
Sony Electronics 2007 - 2009
Putnam Investments 2004 - 2007
Sun Microsystems July 2003 - September 2004
Byzan System Pvt Ltd November 2000 - June 2003
Skills
Weblogic Administration, Tomcat, Java, Java Enterprise Edition, Linux, Databases, Requirements Analysis, Oracle, Unix, SDLC, Shell Scripting, SQL, PL/SQL, Software Development, Cloud Computing, Amazon Web Services...
Education
University of Madras 1997 — 2000
Master of Computer Applications (M.C.A.), Computer Science
Mangalore University 1994 — 1997
Bachelor's Degree, Electronics
Putnam Investments September 1995 - Present
Skills
Series 7, Series 6, Series 63, Series 65, Separately Managed..., Mutual Funds, Asset Allocation, 401k, Alternative Investments, Retirement Planning, Retirement, Wealth Management, Investments, Portfolio Management, Fixed Income, Financial Advisory, Equities, Investment Strategies
Education
Keene State College 1985 — 1989
BS, Political Science
Tel Aviv University 1988 — 1988
Political Science
Citizens Bank February 2014 - Present
HUD June 2011 - February 2014
Celerity May 2010 - April 2011
Collabera February 2010 - May 2010
Freddie Mac January 2005 - February 2009
Putnam Investments 2000 - December 2005
Fleet Bank 1992 - 2001
Skills
Analysis, Business Analysis, Business Process..., Derivatives, Finance, Financial Risk, Government, Integration, Program Management, Project Management, Requirements Analysis, SDLC, Software Development, Strategic Planning, Testing, Management
Education
Marist College 1985 — 1989
BS, Accounting, Finance, Political Science
Reid & Company Executive Search August 2000 - Present
Putnam Investments July 1998 - July 2000
Skills
Fashion, Recruiting, Human Resources, Footwear, Trend Analysis, Trend, Sportswear, Apparel, Merchandising, Sourcing, Fashion Design, Textiles
Education
Lycoming College 1994 — 1998
Meredith October 2012 - Present
Berkley Technology Services March 2009 - August 2012
Harvard University April 2008 - February 2009
Putnam Investments October 2007 - April 2008
JP Morgan Chase November 2006 - October 2007
L.L.Bean July 2005 - November 2006
Carreker Corporation October 2004 - July 2005
Bankers Systems September 2002 - October 2004
Skills
Java, Java Enterprise Edition, Web Services, Unix Shell Scripting, ORM, Business Intelligence, XML, DB2, Hibernate, Software Development, JSP
Education
Louisiana Tech University 2000 — 2002
MS, Computer Science
Sri Venkateswara University 1996 — 2000
BE, Electrical & Electronics
Aire Master of Western New York June 2015 - Present
National Write Your Congressman February 2015 - March 2015
hibu January 2008 - November 2014
Putnam Investments January 2006 - April 2007
Bogaczyk Financial Services September 1989 - October 2005
Skills
Online Advertising, Advertising, SEM, SEO, Sales, Online Marketing, Customer Service, Digital Marketing, Marketing Strategy, Financial Services, Salesforce.com, Business Development, Team Building, Marketing Management, B2B, Social Media Marketing, Account Management, Direct Marketing, Advertising Sales
Education
Mansfield University of Pennsylvania 2003 — 2005
No Degree, Psychology, with emphasis in Human Resources
Mansfield University of Pennsylvania 2003 — 2005
Human Resources Management and Services
Putnam Investments April 1997 - September 2007
Boston Market March 1995 - February 1997
Hyatt Hotels August 1990 - August 1996
Skills
Operations Management, Process Improvement
Education
Le Cordon Bleu College of Culinary Arts 2008 — 2009
AS, Culinary Arts
Johnson & Wales University 1986 — 1990
BS, Hospitality Management
Direxion Funds April 2009 - Present
Baring Asset Management March 2007 - December 2008
Wellington Management Company 2006 - 2007
Edward Jones April 2002 - April 2005
Putnam Investments 1999 - 2002
Skills
Adobe Creative Suite, Microsoft Office, Attention To Detail, Marketing Communications, Marketing Strategy, Social Media, Mutual Funds, Integrated Marketing, Email Marketing, Investments, Sales, Alternative Investments, Digital Marketing, Fixed Income, Financial Services, Hedge Funds, Management, Marketing, Asset Management, Strategy, Product Management, Finance, Equities, Advertising, Business Development, Online Advertising, CRM, Social Media Marketing, Market Research, Online Marketing, Leadership, Google Analytics, Digital Strategy, Digital Media
Education
Suffolk University - Sawyer Business School 2007 — 2010
GMBA, International Marketing
Marquette University 1992 — 1996
Bachelor of Arts, International Relations
World Fuel Services February 2012 - Present
Fannie Mae March 2009 - December 2011
Fannie Mae March 2003 - February 2009
Fannie Mae June 2001 - February 2003
Putnam Investments September 2000 - May 2001
HCL, Mumbai, India January 1998 - August 2000
IGCL, Kochi, India June 1995 - August 1997
Skills
Data Warehousing, Business Intelligence, Fixed Income, Risk Management, Derivatives, Project Management, Data Architecture, Valuation, System Architecture, Client/server, Business, Software Design, Financial Engineering, SDLC, Business Analysis, Requirements Gathering, Architecture, SOA, Architectures, ADF, Requirements Analysis
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2011
MBA, Finance, Strategy, 3.5
Manipal Institute of Technology 1989 — 1995
Bachelor of Engineering, Mechanical Engg
Argent Wealth Management June 2013 - Present
Lift Ministries 2006 - 2014
Augustine Financial Solutions LLC January 2009 - May 2013
Standard and Poor's 2008 - 2009
Upstream Technologies, LLC 2004 - 2005
Putnam Investments 1998 - 2005
Investortools, Inc. May 1995 - December 1997
Colonial Management Associates, Inc 1985 - 1995
Education
Loyola University of Chicago 1971 — 1975
Bachelor of Science, Biology
Wheaton Central High School 1967 — 1971
Diploma
Mercer Human Resource Consulting January 2005 - Present
Putnam Investments October 2002 - January 2005
Putnam Investments April 2000 - October 2002
Skills
Performance Management, Employee Benefits, Management, Talent Management, Human Resources, Finance, Employee Relations
Education
Keene State College 1992 — 1996
BA, Political Science
ADP October 2009 - Present
PAREXEL International March 2008 - September 2009
Putnam Investments 1997 - 2007
PC Connection 1995 - 1998
Skills
Employee Relations, Change Management, Project Management, Performance Management, Organizational..., Consulting, Workforce Planning, Succession Planning, Talent Management, Human Resources
Education
Rivier College 1995 — 1998
MS, HR Management
Keene State College 1991 — 1995
Bachelor's degree, Early Childhood Development
BNY Mellon July 2012 - Present
BNY Mellon September 2009 - July 2012
BNY Mellon May 2006 - September 2009
Investors Bank and Trust November 2004 - December 2005
The Bank of New York June 2004 - November 2004
GlobeOp Financial Services September 2003 - March 2004
State Street Corporation December 2000 - April 2002
Mutual / Hedge Funds Department June 1999 - December 2000
Mutual / Hedge Funds Department May 1998 - June 1999
Putnam Investments December 1996 - May 1998
Skills
Corporate Trust, Corporate Actions, Fund Accounting, Fixed Income, Derivatives, P&L, Private Equity, Business Relationship..., Product Management, Bonds, FX Options, Bloomberg, Hedge Funds, Equities, Options, Mutual Funds, Trading, Financial Services, Portfolio Management
Education
Marymount University 1991 — 1996
Bachelor of Business Administration, International Business
rusd November 2006 - Present
Putnam Investments November 1999 - March 2004
Bay Cove Human Services July 1990 - July 1997
Skills
Music, French, Cpr Certified
Education
La Sierra University 2008 — 2011
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Newburry College 1995 — 1997
AA, Travel & Tourism
college Marie Anne 1981 — 1984
high school
la sagesse 1974 — 1980
Citi October 2013 - Present
Barclays October 2011 - September 2013
The Leukemia & Lymphoma Society 2008 - October 2011
Lehman Brothers June 2007 - November 2008
Putnam Investments 2006 - 2007
AXA Financials 2005 - 2006
Freddie Mac 2004 - 2005
Bell South 2003 - 2004
IBM/AT&T 2000 - 2001
Skills
SQL, Spring, Unix, PL/SQL, Hibernate, XML, Java, Microsoft SQL Server, Tomcat, JSP, Java Enterprise Edition, JavaScript, JBoss Application Server, JUnit, AJAX, Weblogic, SDLC, Market Risk, Oracle, Requirements Analysis, Web Services, Struts, Ant, UML, Scrum, Eclipse, Sybase, Flex, Subversion, ESB, Core Java, J2EE Application..., JIRA, Servlets, JDBC, Unix Shell Scripting, Agile Project Management
Education
Jawaharlal Nehru Technological University 1994 — 1998
B.Tech, Mechanical
CVS Caremark Corporation November 2010 - Present
Fidelity Investments June 1999 - November 2008
State Street 1998 - 1998
Putnam Investments 1997 - 1998
Skills
Java, C#, Unix, Solaris, Perl, Ksh, Shell Scripting, Linux, Unix Shell Scripting, SQL, Identity Management, LDAP, AIX, Websphere, SDLC, Enterprise Architecture, Red Hat Linux, XML, Microsoft SQL Server, Requirements Analysis, High Availability, Disaster Recovery, Active Directory, Servers, Windows Server, Operating Systems, Security, SOA, Apache, ITIL, Integration, Databases, Oracle, IIS, VMware
Education
Jinan University
BSC, computer science
University of Massachusetts Boston
Master, Computer Science
University of Massachusetts Boston
MBA, Finance
Voya Financial May 2013 - Present
ING November 2008 - May 2013
ING Advisors Network 2008 - 2011
Century 21 C&S Prop 2007 - 2009
Mercer 1996 - 2008
Putnam Investments 1993 - 2008
Skills
Record Keeping, Financial Reporting, Customer Service, Coaching, Human Resources, Management, Microsoft Excel, PowerPoint, 401k, Microsoft Office, Bookkeeping, Microsoft Word, Banking, Employee Benefits, Insurance, Relationship Management
Education
Lesley University 2004 — 2006
BA, American Studies
Quincy College 1994 — 1998
Associate Degree, Business
WebMD March 2014 - Present
WebMD December 2008 - February 2014
Putnam Investments July 2008 - November 2008
Rockefeller University September 2007 - July 2008
ITC Infotech April 2004 - June 2007
Wipro Infotech Ltd April 2002 - March 2004
Skills
Unix, Solaris, Red Hat Linux, EMC Networker, Symmetrix, EMC Celerra, Clariion, EMC Storage, SAN, Storage Management, Storage Architecture, NAS, Shell Scripting, VMware, High Availability, Linux, Unix Shell Scripting, Servers, Windows Server, Storage Area Networks, VMware ESX, Netbackup, Disaster Recovery, Storage, Server Architecture, Virtualization, AIX, DNS, NetApp, Data Center, Apache, Perl, Veritas Volume Manager, Bash, Cisco Technologies, Operating Systems
Education
Southern New Hampshire University 2010 — 2014
Master of Business Administration (MBA)
Madurai Kamaraj University
Bachelors
Board of Technical Education
Diploma
Kettlicious Enterprises 2010 - Present
Nationwide Financial April 2012 - January 2013
Security Benefit October 2010 - April 2012
Transamerica Capital Management September 2007 - January 2009
Jackson National Life November 2006 - September 2007
Security Benefit February 2003 - November 2006
Allmerica Financial February 1997 - October 2002
Putnam Investments 1992 - 1995
Skills
Mutual Funds, Fixed Annuities, Variable Annuities, Retirement, 401k, Series 63, Wealth Management, Wholesale, Wholesaling, IRAs, Retirement Planning, Asset Allocation, Public Speaking, Marketing, Annuities, Series 6, Alternative Investments, Face-to-face Marketing, Sales Management, Sales, Sales Process, Marketing Strategy, Product Marketing, Product Presentation, Product Knowledge, Market Penetration, New Market Growth, New Business Development, Business Growth..., Market Analysis, Territory Growth, Territory Management, Territory Penetration, Strategic Planning, Strategic Communications, Team Leadership
Education
Keene State College 1980 — 1984
B.S., Management, concentration: Production
MassMutual Financial Group April 2015 - Present
Aon Hewitt March 2008 - April 2015
BlackRock September 2006 - 2007
Putnam Investments May 1990 - February 2005
Skills
Leadership, Pensions, Mutual Funds, Defined Benefit, Change Management, Outsourcing, 401k, Employee Benefits, Management, Benefits Administration
Education
Lesley University 1986 — 1990
B.S., Human Services/Counseling
Coginchaug 1982 — 1986
High School
OT Works 4 Kidz, LLC March 2010 - Present
lia sophia June 2011 - 2013
Putnam Investments November 1997 - February 2009
Skills
Excel, Word, Microsoft Office, Customer Relations, Customer Service, Problem Solving, PowerPoint, Call Center, Healthcare, Administrative Support, Microsoft Excel, Call Centers, Access, Administrative..., Microsoft Word, Public Speaking, Lotus Notes, Outlook, Training
Education
Johnson & Wales University 1989 — 1993
BS, Business Management
Hachette Book Group USA March 2005 - Present
netNumina 2004 - 2005
Putnam Investments 2003 - 2004
Howmet 1998 - 2003
Education
Kakatiya University
Granite House Capital Management December 2008 - Present
Putnam Investments April 2003 - December 2007
Delaware Investments March 2000 - April 2003
Delaware International Advisers July 1991 - March 2000
Education
London Business School 1996 — 1998
MBA, Finance
London Business School 1996 — 1998
MBA, Finance
Yale University 1987 — 1991
BA, East Asian Language & Literature
saint paul's school 1983 — 1986
Putnam Investments October 2013 - Present
Waddell & Reed June 2004 - May 2008
Mercer Investment Consulting January 1993 - May 2004
Education
The University of Chicago 1995 — 1998
MBA, Economics, Finance
Lake Forest College 1988 — 1992
BA, Economics, Philosophy
Bank of America Assistant Vice President, Senior Operations ManagerBank of AmericaOctober 2013 - June 2014
Putnam Investments March 1997 - October 2013
RI Hospital Trust Bank September 1995 - February 1997
Skills
Financial Services, Account Reconciliation, Mutual Funds, Banking, Business Analysis, Internal Controls, General Ledger, Customer Service, Internal Audit, Management, Leadership, Microsoft Office, Operations Management, Project Management, Credit, Portfolio Management
Education
Johnson and Wales University
Accounting and Finance
Deb Stavin April 1990 - Present
Energy Division, State of Kansas May 2010 - May 2012
JUGGLE Magazine September 2007 - December 2011
Callahan Creek 2003 - 2008
Putnam Investments 1996 - 2002
Skills
InDesign, Photoshop, Adobe Illustrator, Proofreading, Art Director, CS5, Graphic Design, Production Manager, Production Artist, CS4, Adobe Creative Suite, Illustrator, Brochures, Corporate Identity, Logo Design, Visual Communication, Branding, Mac, Layout, Art Direction, Concept Development, Photography, Posters, Graphics, Adobe Acrobat, Creative Direction, Branding & Identity, Typography, Illustration
Education
University of Kansas 1980 — 1984
B.M., Music History and Literature
Kansas City Art Institute 1970 — 1974
Ceramics, Art History
BNY Mellon Wealth Management August 2014 - Present
Putnam Investments 1988 - 2000
Goldman Sachs June 1987 - September 1987
First Boston 1983 - 1985
Education
Rice University - Jesse H. Jones Graduate School of Business 1986 — 1988
MBA, Finance and Entrepreneurship
Yale University 1979 — 1983
BA, History
New Product Launches - Mutual Funds - ETF's - Equity Trading - Data Analytics Equity Research Sales September 2015 - Present
HFT July 2006 - Present
Merrill Lynch August 2002 - July 2006
MetLife September 1996 - August 2002
Putnam Investments September 1987 - September 1996
Prudential Financial (purchased Thomson McKinnon Securites) June 1985 - September 1987
Skills
Mutual Funds, Equity Research, Investments, Asset Management, New Business Development, Driving Sales..., Territory Management, Closing Profitable..., Expanding Existing..., Growth Strategist, Change Management -..., Relationship Management, External Territory..., Strong Leadership,..., Consultative Sales..., Retail and..., Skilled at Building..., Develop and Implement..., Field Sales, Training and educating, Deliver Results, Exceptional Attention..., Increase Awareness, Public Speaking at New..., Presidents Club Sales..., Track Record of..., Establish Trust and a..., Increasing Assets Under..., Work well under..., Persistent, Self-Starter, Comfortable working..., Work Closely with..., Facilitate the Decision..., Opened over 350 New..., Proven Complex..., Maintain Up-to-Date..., Excel at Reactivating..., Turned Around Sales..., Equity Trading, Equity Portfolio..., Investment Strategies, Market Data Analytics, Market Trends, Retirement Planning, Series 7, Series 63, Wealth Management, Strategic Financial..., Insurance and Fixed...
Education
Marymount Manhattan College
Pelham High School, Pelham Manor, NY
Harvard Bioscience December 2014 - Present
TJX May 2011 - November 2014
Hearthstone Associates, LLC August 2007 - May 2011
Putnam Investments October 2006 - August 2007
One Communications May 2006 - October 2006
Walt Disney World January 2006 - May 2006
Skills
Accounting, Accounts Receivable, Microsoft Excel, PowerPoint, Finance, Management, Outlook, Microsoft Word, Inventory Management, Microsoft Office, Leadership, Sales, Teamwork, Customer Service
Education
University of Massachusetts Boston 2005 — 2007
Bachelor's of Science, Management/Finance
Johnson & Wales University 2002 — 2004
Associate of Science, Accounting
Medtronic Spine & Biologics May 2010 - Present
Putnam Investments January 2006 - February 2009
Education
Lafayette College
State Street May 2015 - Present
State Street December 2012 - April 2015
Wellington Management March 2012 - September 2012
Putnam Investments October 2007 - March 2012
Marsh January 2007 - October 2007
Skills
SDLC, Business Analysis, Fixed Income, Requirements Analysis, Visio, VBA, Options Pricing, Equity Derivatives, Currency, FX trading, Fixed Income Products, Equity Trading, Trading Systems, Front Office, Middle Office, Derivatives Trading, Securities Lending, Risk Management, Collateral Management, Project Management, Bloomberg, Market Data, Business Requirements, SQL, Consulting, Vendor Management, Requirements Gathering, Financial Services
Education
Lamar University 2002 — 2004
MEM, Engineering Management
University of Madras 1998 — 2002
Computer Scinence & Engg, Computer Science
Putnam Investments January 2015 - Present
Lazard Asset Management 2009 - 2014
Citigroup Alternative Investments 2007 - 2008
Renaissance Technologies Corp. 2005 - 2007
Skills
Series 63, Investment Banking, Alternative Investments, Financial Modeling, Management, Fund Of Funds, Institutional..., Bonds, Hedge Funds, Risk Management, Asset Management, Financial Analysis
Education
Lake Forest College
Bachelor's Degree
Fidelity Investments May 2010 - Present
Fidelity Investments February 2010 - 2012
Fidelity Investments February 2007 - 2010
Fidelity Investments June 1994 - June 2007
Northeastern University 1990 - 1996
Putnam Investments 1987 - 1994
Public School Educator 1978 - 1987
Skills
Vendor Management, Financial Services, Process Improvement, Business Analysis, Program Management, Relationship Management, Project Management, Mutual Funds, Change Management, Series 7, Series 63, Investments, Risk Management, Strategic Planning, Portfolio Management, Instructional Design, Performance Management, Visio, Securities, Leadership Development
Education
Lesley University
Master of Science, Business Administration and Management, General
Salem State College
Bachelor of Science (B.S.), Secondary Education and Teaching
Putnam Investments February 2003 - Present
Medco 1997 - 1997
Education
L.D College of Engineering - Ahmedabad
M.C.A.
EMPOWER Retirement May 2015 - Present
EMPOWER Retirement January 2015 - May 2015
Putnam Investments March 2014 - January 2015
Cellular Sales July 2012 - March 2014
Enterprise Rent-A-Car June 2010 - April 2012
Comfort Inn April 2008 - August 2010
Skills
Series 7, 401k, Revenue Analysis, Retirement Planning, Asset Management, Customer Satisfaction, Hospitality, Asset Allocation, Hotels, Hospitality Management, Customer Service, Account Management, Sales, Inventory Management, Restaurants, Training, Recruiting, Food & Beverage, Tourism, Micros, Social Media Marketing, Social Networking, Restaurant Management, Sales Management, Front Office, Hotel Management, Team Building, Teamwork
Education
Johnson and Wales University 2007 — 2010
Bachelors Of Science, Hospitality
New Hampshire Technical Institute 2005 — 2006
Business Administration and Management, General
Putnam Investments July 2014 - Present
Putnam Investments January 2006 - Present
Putnam Investments January 2006 - Present
Northeast Security August 2005 - January 2006
Stop & Shop August 2004 - January 2005
Wrentham Court House June 2004 - July 2004
GAP Wrentham October 2003 - June 2004
Franklin High School September 2000 - June 2001
Skills
Customer Experience, Windows, Customer Satisfaction, SQL, Time Management, Quality Assurance, Lotus Notes, Team Leadership, Social Media, Public Speaking, Project Management, HTML, Databases, Networking, Active Directory, Process Improvement, Business Analysis, XP, Visual Basic, Visio, Access, Microsoft Excel, Customer Service, Windows 7, Sales, Leadership, Health Insurance, PowerPoint, Training, Troubleshooting, Technical Support, Data Entry, Vendor Management, Call Center, Java, Outlook, Microsoft Office, Microsoft Word, Database Administration, Mutual Funds, Computer Hardware, Teamwork, OS X, Software Documentation, Investments, Microsoft Office 2007, Analysis, Data Analysis, Telephone Skills, Call Centers
Education
ITT Technical Institute 2008 — 2011
Game Design
Massachusetts Bay Community College 2007 — 2009
Associates Degree, Criminal Justice 2009
Massachusetts Bay Community College 2002 — 2004
Associate's degree, Criminal Justice and Corrections
Franklin High School 1998 — 2001
BlackRock September 2013 - Present
Belsize Grove Partners 2012 - 2013
New York Life Insurance Company 2010 - 2012
Goldman Sachs (Reinsurance Group) 2007 - 2010
MetLife (via acquisition of CitiInsurance in 2005) 2005 - 2007
Citi 2000 - 2005
Banc of America Advisors 1999 - 2000
Putnam Investments 1988 - 1999
Integrated Resources 1987 - 1988
Skills
Investment Management, Alternative Investments, Mutual Funds, Financial Services, Reverse Mortgages, Investments, Wealth Management, Retirement, Asset Managment, Relationship Management, Capital Markets, Fixed Annuities, Asset Allocation, Series 63, Financial Markets, Life Insurance, Insurance, Fixed Income, Asset Management, Retirement Planning, Strategic Financial..., Portfolio Management, Equities, Series 7, Derivatives, Investment Advisory, Financial Risk, Securities, Wealth Management..., Wealth, Investment Strategies, Hedge Funds, FINRA, Separately Managed..., ETFs, 401k, Bonds, Financial Advisory, Institutional..., Options, Management, Business Development
Education
Loyola University of Chicago 1982 — 1986
A.B., History
Niles North
CVS Health October 2013 - Present
Putnam Investments January 2009 - Present
Putnam Investments January 2003 - January 2009
Skills
PeopleSoft, Sarbanes-Oxley, Access, Accounting, Financial Reporting, Account Reconciliation, Lotus Notes, Process Improvement, Investments, Financial Statements, Balance, Internal Controls, Microsoft Excel, Mutual Funds, Transfer Agency, TA2000, Financial Services, Leadership
Education
Johnson and Wales University 2010 — 2014
Bachelors of Science, Accounting
New England Institute of Technology 2000 — 2003
Associate of Science, Computer Information Systems
Morgan Stanley Wealth Management 2006 - Present
New York Life Investment Management 2000 - 2006
United Asset Management 1997 - 2000
Oppenheimer Capital 1991 - 1996
Putnam Investments 1988 - May 1991
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Management, Marketing, Mutual Funds, Portfolio Management, Retirement, Sales, Securities, Separately Managed..., Series 63, Series 7, Wealth Accumulation, Wealth Management
Education
James Madison University 1982 — 1986
Marketing, Business
John Hancock Financial Services June 2014 - Present
State Street April 1999 - May 2014
Putnam Investments October 1994 - April 1999
Nomura Asset Management 1988 - 1995
Dreyfus October 1985 - January 1988
Skills
Client Service Oriented, Performance Measurement, Performance Attribution, Equities, Fixed Income, Mutual Funds, Product Management, Hedge Funds, Alternative Investments, Risk Management, Analytics, Investments, Portfolio Management, Investment Management, Financial Services, Fund Accounting, Financial Analysis, Derivatives, Client Services, Capital Markets, Bloomberg, Asset Management
Education
Luther College 1981 — 1985
B.A., Accounting
CHI Payment Systems January 2015 - Present
CreditCardProcessing.com October 2013 - Present
Flagship Merchant Services December 2011 - October 2013
MEDITECH May 2010 - December 2011
Putnam Investments October 2007 - September 2009
Skills
Microsoft Office, PowerPoint, Microsoft Word, Salesforce.com, Microsoft Excel, DST, Lotus Notes, Adobe Creative Suite, Facebook, Social Media, Social Media Marketing, Access, Customer Service, Outlook, Sales, Merchant Services, Sales Management, Management, Marketing, Leadership
Education
Keene State College 2002 — 2006
Business Management
Wareham High School 1998 — 2002
GED, ALL
Deloitte November 2012 - Present
JPMorgan Chase September 2011 - October 2012
Deloitte January 2009 - September 2011
Putnam Investments May 2008 - December 2008
SharpQuest December 2007 - May 2008
CMC Ltd July 2005 - August 2006
Skills
PL/SQL, Java Enterprise Edition, Web Services, SQL, SOA, Oracle, Spring, SDLC, Java, Struts
Education
Western Kentucky University 2006 — 2007
Master of Science (M.S.), Computer Science
Jawaharlal Nehru Technological University
The TJX Companies, Inc 2012 - Present
Papa Gino's July 2011 - Present
KinderCare February 2012 - October 2012
Charter Communications 2009 - 2011
Putnam Investments 2007 - 2009
CVS Caremark Corporation 2005 - 2007
PNC Global Investors (formerly PFPC) 2001 - 2005
Putnam Investments February 2001 - September 2001
At&t Wireless March 1999 - February 2001
Papa Gino's December 1992 - September 1999
Skills
Excel, Customer Service, Word, Microsoft Office, Access, Outlook, Research, Microsoft Excel, Employee Relations, Training, Finance, Human Resources, Sales, Microsoft Word, Payroll
Education
Franklin High School
Diploma
Massachusetts Bay Community College
Associate's degree, Criminal Justice
Massachusetts Bay Community College
Associate's degree, Early Childhood Education and Teaching
InsightSquared May 2015 - Present
InsightSquared June 2014 - May 2015
Putnam Investments July 2013 - June 2014
Forrester Research May 2012 - August 2012
PricewaterhouseCoopers LLP May 2011 - June 2011
Lehigh University August 2010 - May 2011
From the Top June 2007 - August 2009
Skills
Databases, Microsoft Office, Programming, Microsoft Excel, PowerPoint, Word, Windows, SQL, Troubleshooting, Python, Google Docs, Google Apps, Microsoft Word, Mac OS X, Google API, Salesforce.com, Customer Service, Sales, Go-to-market Strategy, SaaS, Business Analytics
Education
Lehigh University 2009 — 2013
Bachelor of Science, Computer Science and Business
Lexington High School 2005 — 2009
EMPOWER Retirement January 2015 - Present
Putnam Investments 2010 - December 2014
Putnam Investments 2005 - 2010
Putnam Investments 1998 - 2005
Dance Etc 1998 - 2002
New England Patriots 1991 - 2000
Cataldo Ambulance Service Inc. 1996 - 1998
Putnam Investments 1993 - 1996
Skills
401k, Series 63, Retirement, Series 7, Defined Contribution, Customer Service, Leadership, Mutual Funds, Retirement Planning, Series 6, Financial Services
Education
Bentley University
Bachelor of Science (B.S.), Management / Marketing
Lesley University
Masters of Education, Moderate Disabilities PreK-8
EMPOWER Retirement January 2015 - Present
Putnam Investments May 2010 - December 2014
Bank of America September 2006 - May 2010
Mercer August 2005 - September 2006
Skills
Series 7, Series 63, Series 6, Defined Contribution, Defined Benefit, 401k, Retirement, IRAs, Mutual Funds, Retirement Planning, ERISA, Asset Allocation, Retirement Plan..., Investment Advisory, CFA Institute, Claritas...
Education
UMass Lowell 2002 — 2005
Bachelor's degree, Business/Finance
Massachusetts Bay Community College 2000 — 2002
Associate's degree, Engineering Design
Converse July 2014 - Present
Putnam Investments September 2012 - July 2014
Salute January 2012 - June 2012
Enterprise Rent-A-Car May 2011 - August 2011
The Mixx Design Centre December 2008 - May 2011
Skills
Customer Service, Marketing, Microsoft Office, Training, Social Media, Sales, Microsoft Excel, PowerPoint, Event Management, Microsoft Word, Outlook, Process Improvement, Human Resources, Management, Cognos, Salesforce.com, Account Management, SAP
Education
University of Wisconsin-Madison 2007 — 2011
Bachelor of Science (BS), Consumer Affairs
Madison Area Technical College 2007 — 2009
Associate of Science, Liberal Arts
AliMed June 2006 - Present
AliMed June 2006 - January 2012
Mercer Investment Consulting January 2005 - June 2006
Putnam Investments May 1998 - January 2005
Skills
Product Development, Product Management, Microsoft Office, Marketing, Project Management
Education
Johnson and Wales University
Putnam Investments February 2013 - Present
TD Bank March 2012 - February 2013
Skills
Mortgage Lending, Loans, Consumer Lending, Lines Of Credit, Home Equity Lines of...
Education
University of New England
Keene State College
Mercer 2010 - 2012
Mercer 2007 - 2010
Putnam Investments January 2005 - August 2007
Putnam Investments 2002 - 2005
Putnam Investments 2000 - 2002
GTS Duratek 1999 - 2000
GTS Duratek 1998 - 1999
Education
State University of New York at Albany
Bachelor of Arts (BA)
Katherine Gibbs School
Aetna July 2008 - Present
Universal American Mortgage March 2006 - December 2007
Market Street Mortgage March 2003 - October 2005
Putnam Investments August 1998 - January 2002
Applied Extrusion Technologies October 1996 - August 1998
Skills
PeopleSoft, Kronos, Kenexa, Taleo, Law Logix, EVerify, SharePoint, Employee Relations, Human Resources, Onboarding, Employee Benefits, New Hire Orientations, HRIS, Applicant Tracking..., Personnel Management, Leadership, Talent Acquisition, Training and Development, Performance Management, ADP Payroll & HRP, Policy and Procedures, Compensation & Benefit, Compliance, Sterling, HCS/Visualize, Live Meeting, Microsoft Business..., CompNet, FMLA, Training, Payroll
Education
Lesley University
Master's Degree, Education
University of Massachusetts Dartmouth
Bachelor of Science (BS), Business Management, Concentration in Human Resources
Avid Technology January 2014 - Present
Amzur Technologies, Inc June 2010 - Present
Putnam Investments May 2013 - December 2013
Dell September 2011 - April 2013
Mitchell International June 2010 - August 2011
Chrysler Financial February 2009 - May 2010
Sprint May 2008 - January 2009
Sears Holdings Corporation January 2008 - April 2008
Meridian Enterprises May 2007 - December 2007
Kearney & Company April 2005 - May 2006
Skills
Force.com, Salesforce.com, Java, J2EE Application..., SAP ERP, Spring Batch, SQL, Oracle, Documentum, Web Services, Requirements Analysis, Software Project..., Hibernate, Java Enterprise Edition, Struts, Business Intelligence
Education
Jawaharlal Nehru Technological University 1999 — 2003
Bachelor's degree, Computer Science and Engineering
Putnam Investments June 2005 - December 2005
Johnson & Wales University March 2003 - May 2005
Education
Johnson and Wales University 2001 — 2005
Information Science
Putnam Investments October 2011 - Present
Putnam Investments November 2008 - October 2011
Putnam Investments November 2007 - November 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook
Education
Johnson & Wales University 2005 — 2007
Bachelor's Degree, Financial Services Management
Johnson & Wales University 2004 — 2005
Associate's Degree, Financial Services Management
Peoples Academy High School 1999 — 2003
High School