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
Putnam Investments August 2015 - Present
Old Sandwich Golf Club June 2013 - August 2015
Putnam Investments December 2014 - May 2015
Merrimack College August 2013 - December 2014
Captain John Boats April 2009 - August 2012
Skills
Time Management, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Data Entry, Critical Thinking, Customer Service, Social Networking, Research, Sales, Social Media
Education
Merrimack College 2012 — 2016
Bachelor's Degree, Accounting and Business/Management, Senior
Wellington Management April 2015 - Present
Wellington Management December 2010 - April 2015
Cambridge Place Investment Management May 2008 - December 2010
Cambridge Place Investment Management July 2005 - December 2010
Percipio Capital Management September 2004 - April 2005
Putnam Investments June 2004 - August 2004
Analysis Group August 2001 - August 2003
Tallán June 1999 - May 2001
Skills
Fixed Income, VBA, Quantitative Analysis, Portfolio Management, SAS, R, Econometrics, Risk Management, Matlab, SQL, Visual Basic, Python, Eviews, Bloomberg, C++, Perl, Java, Forecasting, Software Development, Economic Research, .NET, Hedge Funds, Financial Modeling, Derivatives, Asset Management, Quantitative Finance, Corporate Finance, Valuation, Investments, Financial Analysis, CMBS, Structured Finance, Residential Mortgages, Intex, Chartered Financial..., MBA, Credit Derivatives, Quantitative Analytics, Alternative Investments, Finance, Bonds, Structured Products
Education
Massachusetts Institute of Technology - Sloan School of Management 2003 — 2005
MBA, Finance
St. Lawrence University 1995 — 1999
B.A., Economics, Computer Science, Management
SYMMYS - ARPM Bootcamp 2013 — 2013
Advanced Risk and Portfolio Management
KSL Design January 1994 - Present
Fidelity Investments 1999 - 2001
Arthur D. Little 1994 - 1998
Putnam Investments 1989 - 1994
Skills
Graphic Design, Photoshop, Illustrator, Sketching, InDesign, Adobe Creative Suite, Web Design, Painting, Illustration, Art Direction, Logo Design, Concept Development, Typography, Interaction Design, Branding & Identity, Flash Animation, Copywriting, Brochures, Vector Illustration, Creative Direction, WordPress, Video Editing, Art, Book Design, Concept Design, Digital Illustration, Graphics, Motion Graphics, Image Manipulation, Publishing, Posters, Fine Art, Blogging, Visual Communication, Business Cards, Flyers, Drawing, Books, Packaging, Layout, Advertising, Storyboarding, Visual Arts, Sculpture, Magazines, Corporate Identity
Education
Massachusetts College of Art 1987 — 1991
Graduate Certificate, Graphic Design/Computer Graphics
Pratt Institute 1968 — 1969
Painting
Razorfish August 2014 - April 2015
Razorfish April 2013 - July 2014
Razorfish February 2011 - April 2013
Razorfish June 2010 - April 2011
McKinsey and Company September 2006 - June 2010
Digitas June 2005 - August 2005
Putnam Investments July 2000 - August 2004
Skills
Business Strategy, Digital Strategy, Organizational Structure, Management Consulting, Team Leadership, Mentoring, Strategic Planning, Consumer Products, Retail, Sporting Goods, Fixed Income, Financial Analysis, Mergers, Analytics, Strategic Partnerships, Corporate Development, Strategy, Digital Marketing, E-commerce, Customer Insight, Product Management, Cross-functional Team..., Business Intelligence, Organizational Design, Financial Services, Start-ups, Marketing Strategy, Mergers & Acquisitions, Business reports, Interactive Marketing, Management, Competitive Analysis, Analysis, Segmentation, Digital Media, Mobile Devices, Strategic Consulting, Entrepreneurship, Leadership
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
MBA
The University of Texas at Austin
BS
New England Conservatory of Music
BM
HSPVA
Analysis Group 2014 - 2015
Analysis Group June 2013 - August 2013
The White House Council of Economic Advisers July 2010 - July 2012
MIT Sloan School of Management June 2007 - June 2010
Volunteer Lawyers Project of the Boston Bar Association February 2010 - May 2010
Physicians for Human Rights February 2009 - April 2009
Putnam Investments June 2008 - August 2008
National Economic Research Associates January 2008 - February 2008
Skills
Analysis, Public Policy, Research, Stata, Macroeconomics, Bloomberg, Economics, Data Analysis, Finance, Policy Analysis, International Relations, PowerPoint, Investments, Qualitative Research, Econometrics, Policy, Statistics, Editing, Management Consulting, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2014
Master of Business Administration (MBA)
Massachusetts Institute of Technology 2006 — 2010
BS
CVS Caremark Corporation February 2013 - Present
BNY Mellon May 2012 - October 2012
BNY Mellon January 2010 - May 2012
BNY Mellon January 2008 - January 2010
BNY Mellon January 2004 - January 2008
BNY Mellon January 2000 - January 2004
BNY Mellon December 1997 - January 2000
Putnam Investments August 1995 - December 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Analysis, Investments, Managerial, Training, Process Improvement, Program Management, Access, CRM, Salesforce.com, Quality Assurance, Finance, Financial Services
Education
Massasoit Community College
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
Putnam Investments December 2013 - Present
Chase Technology Consultants, LLC April 2011 - August 2011
Skills
Social Networking, Social Media, Microsoft Office, PowerPoint, Technical Recruiting, Screening Resumes, Microsoft Excel, Microsoft Word, Customer Service, Research, Access, Finance, Public Speaking, Teamwork, Investments, Communication, Leadership
Education
Merrimack College 2011 — 2015
Bachelor of Business Administration (BBA), Financial Planning and Services
U.S. Bank May 2015 - Present
U.S. Bank November 2013 - May 2015
Brigham and Women's Hospital-ACTG Leadership & Operations Center July 2013 - October 2013
Boston Children's Hospital June 2013 - July 2013
Putnam Investments June 2012 - May 2013
Merrimack College April 2012 - May 2013
Merrimack College January 2011 - May 2012
Grossman's Bargain Outlet April 2009 - August 2011
Hollister Co May 2008 - January 2009
Skills
QuickBooks, Finance, Outlook, Access, Time Management, Investments, Financial Reporting, Teamwork, Data Analysis, Lotus Notes, Social Media, Team Leadership, Mutual Funds, Budgets, PowerPoint, Microsoft Office, Microsoft Excel
Education
Merrimack College 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Malden Catholic High School 2005 — 2009
Go Ahead Tours July 2014 - Present
EF Education First December 2009 - July 2014
Taza Mediterranean Restaurant 2012 - 2014
Keller Williams Realty 2007 - 2009
Sales Quest December 2007 - March 2008
Consumer Protection Office: Attorney General October 2007 - December 2007
Putnam Investments September 2005 - July 2007
Hancock Tax and Financial Services 2001 - 2004
Education
Merrimack College 2005 — 2009
B.A., International Business, Spanish
NDA
Putnam Investments August 1999 - Present
Deloitte Consulting January 1999 - June 1999
Skills
Competitive Analysis, Business Strategy, Series 65, Finance, Financial Markets, Financial Services, Capital Markets, Bloomberg, Investment Strategies, Series 63, Series 7, Equities, Mutual Funds, Market Research
Education
McGill University 1990 — 1993
Bachelor of Arts (B.A.), Economics
Beth Israel Deaconess Medical Center September 2015 - Present
Law Office of Michael Mangano January 2011 - Present
Nike October 2014 - May 2015
Brian K. Mangano Family Dentistry January 2007 - October 2014
Putnam Investments January 2007 - July 2007
Brian K. Mangano Family Dentistry August 2001 - January 2007
Education
Merrimack College 2014 — 2015
Master of Science in Management, Management
The Massachusetts School of Law at Andover 2007 — 2010
Juris Doctor (J.D.)
Merrimack College 2002 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Brown Brothers Harriman June 2012 - Present
Brown Brothers Harriman &Co March 1999 - Present
Mutual Fund Systems March 1999 - January 2007
Putnam Investments September 1997 - March 1999
Fidelity Investments Institutional Services June 1995 - September 1997
DST Systems Inc November 1993 - May 1995
The Shareholder Services Group October 1992 - November 1993
Massachusetts Financial Services Company May 1987 - March 1992
Kidder Peabody & Co., Inc April 1985 - May 1987
Skills
Business Analysis, Business Requirements, User Acceptance Testing, Risk Management, Requirements Gathering, Requirements Analysis, Lotus Notes, Mutual Funds, Project Management, PeopleSoft, Securities, Program Management, Process Improvement, Settlement, Fixed Income, Business Process..., Equities, Financial Services
Education
Northeastern University 2013 — 2014
MBA Certificate, Advanced Management Studies
Merrimack College 1979 — 1983
BA, Liberal Arts and Sciences/Liberal Studies
Putnam Investments December 2013 - Present
Putnam Investments April 2011 - December 2013
Putnam Investments January 2008 - March 2011
State Street Bank January 2005 - March 2007
State Street January 2004 - January 2005
Global Financial Services Inc. January 2003 - December 2003
Skills
Valuation, Investments, Financial Modeling, Bloomberg, Financial Analysis, Fixed Income, Equities, Derivatives, Financial Reporting, Hedge Funds, Mutual Funds, Accounting, Securities, Fund Accounting, Bonds, Corporate Actions, Portfolio Management, Alternative Investments, Bloomberg Terminal, Asset Managment, Financial Services, Options, Trading, Finance, Banking, Financial Risk, Asset Management
Education
University of Massachusetts, Amherst 1999 — 2002
Bachelor's Degree, Mathematics and Statistics
Massachusetts College of Liberal Arts 1997 — 1998
Computer Science
Cerebellum Capital Inc. June 2010 - Present
TrimTabs Asset Management, LLC March 2005 - December 2009
TrimTabs Investment Research January 2005 - December 2009
Citadel Investment Group 2002 - 2003
Bank of America 1993 - 2002
Montgomery Securities 1993 - 1993
Putnam Investments 1992 - 1992
Skills
Asset Management, Asset Managment, Hedge Funds, Mergers, Alternative Investments, Due Diligence, Financial Services, Equities, Private Equity, Investments, Portfolio Management, Trading, Securities, Financial Modeling, Risk Management, Finance, Strategy, Investment Advisory, Mergers & Acquisitions, Investment Management, Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 1991 — 1993
MBA, Finance, Strategy, Operations Management
University of California, Davis 1984 — 1988
Bachelor of Arts (B.A.), Economics
Putnam Investments July 2014 - Present
Sun Life Financial January 2013 - July 2014
Sun Life Financial September 2011 - January 2013
Sun Life Financial November 2010 - September 2011
Sun Life Financial March 2008 - November 2010
Sovereign Bank November 2006 - March 2008
Putnam Investments October 1994 - April 2002
Skills
Series 6, Series 63, Series 26, Life Insurance License, Business Process..., Relationship Management, International Business, Foreign Languages, Spanish-speaking, Portuguese, Sales Compensation..., Internal Sales/Sales..., External Sales, Sales, Financial Services, Life Insurance, Investments, Leadership, Management, Mutual Funds
Education
Merrimack College 1990 — 1994
Bachelors of Science in Business Administration, International Business
Woburn Public Schools November 2003 - Present
Mastro Technologies October 2003 - Present
Putnam Investments October 1999 - September 2003
Skills
Microsoft Office, Databases, Technical Support
Education
Merrimack College 1998 — 2002
Business Management, Minor in Computer Science
FHLB Boston August 2012 - Present
Dimension Data 2011 - Present
IBM Global Business Services May 2010 - October 2011
Putnam Investments 2011 - 2011
Genzyme 2009 - 2010
EMD Serono 2009 - 2009
PR Communications 2008 - 2009
NSTAR 2006 - 2008
Cambridge Health Alliance 2001 - 2006
Cereon Genomics 1999 - 2001
Education
Merrimack College
Northeastern University
Mortgage Network, Inc. NMLS# 2668 May 2015 - Present
Residential Mortgage Services, Inc. -- NMLS#1760 January 2012 - May 2015
MetLife Home Loans October 2009 - January 2012
JPMorgan Chase July 2007 - September 2009
Wells Fargo March 2002 - June 2007
Darwin Partners May 1999 - April 2002
Putnam Investments May 1994 - May 1996
Skills
First Time Home Buyers, Investment Properties, Mortgage Lending, FHA, VA loans, Underwriting, Real Estate, Mortgage Banking, Loans, USDA, Referrals, Finance, Investments, Relocation, Construction, Loan Origination, Refinance, Residential Mortgages, Real Estate Financing, Banking, Residential Homes, Real Estate Transactions, Non-Conforming, Condos, Credit Analysis, Property, REO, Construction Loans, Buyers, FHA financing, Short Sales, Credit, Certified Mortgage..., Mortgage Underwriting, Single Family Homes, Vacation Homes, Brokerage, Government Loans, Selling, Marketing, Investors, Foreclosures, Reverse Mortgages, HUD, New Home Sales, Mortgage Marketing, Sellers, Portfolio Management, Real Estate Economics, Commercial Lending
Education
Merrimack College 1994 — 1998
Business, Business Management
cathedral high school 1990 — 1994
Putnam Investments December 2008 - Present
Putnam Investments December 2008 - Present
Fidelity Investments June 2008 - December 2008
Fidelity Investments December 2007 - December 2008
Fidelity Investments June 2004 - December 2007
Polaroid Corporation June 1997 - May 2004
McKinsey and Company 1994 - June 1997
IBM Global Services 1987 - June 1992
Skills
Finance, Treasury, Financial Analysis, Accounting, Strategic Financial..., Risk Management, Business Strategy, Strategic Planning, Process Improvement, Operations/Shared..., M&A experience, Due Diligence, Complex IFRS Conversion, Series 27, Series 99, Performance Management, Capital Markets, FINRA, Budgets, Competitive Analysis, Portfolio Management, Vendor Management, Analysis, Asset Management, Investments, Restructuring, Equities, Leadership, Valuation, Internal Controls, Management, Forecasting, IFRS, Financial Reporting, Cash Management
Education
Trumbull High School
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
MBA, Finance and Operations
Massachusetts Institute of Technology 1992 — 1994
SM, Chemical Engineering
Rensselaer Polytechnic Institute
BS, Chemical Engineering
Prudential Financial June 2013 - Present
WBI Investments June 2012 - May 2013
Lincoln Financial Distributors November 2010 - May 2012
Sun Life Financial March 2009 - October 2010
Pacific Life January 2000 - February 2009
Indianapolis Life Insurance Company August 1999 - January 2000
New England Funds April 1998 - July 1999
Keyport life February 1995 - April 1998
Putnam Investments August 1993 - February 1995
Skills
Sales Presentations, Series 6, Series 63, Series 7, Series 66, Annuities, Mutual Funds, Separately Managed...
Education
University of Massachusetts Boston 1989 — 1993
BA, Ethics and Social and Political Philosphy
Massasoit Community College 1989 — 1991
AA, Law Enforcement
Putnam Investments December 2013 - Present
Putnam Investments July 2013 - December 2013
Putnam Investments January 2012 - July 2013
Newfield National Bank August 2008 - December 2011
Skills
Finance, Management, Sales, Mutual Funds, Marketing, Customer Service, Due Diligence, Series 63, Financial Analysis, Series 6, Financial Services
Education
Merrimack College 2009 — 2013
Richmond University in Rome 2011 — 2011
St. Augustine Preparatory School 2005 — 2009
High School
Spredfast June 2015 - Present
Main Street Hub August 2014 - January 2015
State Street May 2011 - August 2014
Villaris Martial Arts September 2004 - August 2014
Putnam Investments December 2009 - February 2011
ScrubaDub Auto Wash Centers, Inc June 2005 - December 2009
Skills
Mutual Funds, Customer Service, Microsoft Office, Equities, Bloomberg, Management, Fund Accounting, Financial Reporting, Access, Microsoft Excel, Sales, Gainsight, Salesforce.com, Social Media, Investments, Fixed Income, Finance, Bloomberg Terminal, Corporate Actions, Alternative Investments, Leadership, PowerPoint, Social Media Marketing, Marketing
Education
Merrimack College 2007 — 2011
Bachelor's degree, Finance, General
Algonquin Regional High School
Putnam Investments March 2002 - Present
Thinking Investments June 2001 - March 2002
Telegea Inc. October 2000 - May 2001
Avicenna/CareInsite, Inc. 1999 - 2000
Fidelity Investments September 1998 - May 1999
Novus Inc. April 1997 - August 1998
Education
McGill University 1992 — 1996
Bachelor, Computer Engineering
Mercer September 2005 - Present
Putnam Investments August 2002 - January 2005
Putnam Investments February 1998 - August 2002
Putnam Investments May 1995 - February 1998
Putnam Investments September 1992 - May 1995
Skills
Outsourcing, Defined Contribution, Financial Services, 401k, Retirement, Management, Employee Benefits, Mutual Funds, Retirement Planning, Business Process..., Client Service, Pensions, Defined Benefit, Investments, Leadership, Vendor Management, Process Improvement, Benefits Administration, Client Services
Education
Merrimack College 1988 — 1993
Bachelor, Business Administration, Marketing
Merrimack College 1988 — 1992
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Thinking Capital January 2009 - October 2015
Bell Canada July 2004 - January 2009
Putnam Investments May 2000 - April 2004
Skills
Financial Analysis, Business Strategy, Team Management, Financial Modeling, Entrepreneurship, Budgets, Business Analysis, Negotiation, Accounting, Process Improvement, Corporate Finance, Business Process..., Finance, Mergers & Acquisitions, Financial Accounting, Start-ups
Education
CFA Institute 2002 — 2004
CFA, Finance
McGill University 1997 — 1999
MBA, Finance
Teleflex Medical March 2015 - Present
Fresenius Medical Care 2012 - March 2015
Investment Professionals, Inc. 2011 - 2012
Baystate Financial Services 2010 - 2011
Natixis 2007 - 2008
Columbia Management 2005 - 2007
Putnam Investments 2002 - 2005
STRIVE 1995 - 1999
Skills
Financial Analysis, Insurance, Series 63, Finance, Series 7, Asset Management, Financial Services, Long-term Care, Sales, Hospitals, Healthcare
Education
Merrimack College 1996 — 2001
Business, Management and Finance
Pope John High XXIII 1995 — 1996
Reliant Financial Group and Insurance Planning April 2014 - Present
The Bulfinch Group March 2010 - March 2014
Morgan Joseph & Co. June 2008 - November 2009
Raymond James and Associates 2005 - 2007
RBC Capital markets 1998 - 2005
Tucker Anthony January 1996 - April 1998
Leerink Swann 1996 - 1996
Adams Harkness and Hill 1994 - 1996
Putnam Investments 1986 - 1994
Skills
Series 7, Variable Annuities, Finance, Trading, Capital Markets, FINRA, Securities, Risk Management, Financial Services, Equity Trading, Equity Research, Investments, Investment Management, Series 63, Insurance, Wealth Management...
Education
University of Massachusetts Boston 1980 — 1983
BA, Economics
Massachusetts College of Liberal Arts
Citizens Financial Group, Inc. November 2014 - Present
CB Richard Ellis September 2011 - November 2014
Bright Horizons Family Solutions 2005 - August 2011
Wentworth Institute of Technology June 2006 - July 2011
Reliable Truss May 2005 - December 2005
Forges Cranberry Equipment 2003 - 2004
State Street Bank 2001 - 2003
Putnam Investments 1998 - 2001
Skills
Contract Negotiation, Facilities Management, Budgets, Management, Contract Management, Project Management, Project Planning, Operations Management, Team Building, Strategic Planning
Education
Massachusetts Maritime Academy 2004 — 2006
MS Facilities Management
University of Massachusetts Boston 1992 — 1997
History, Anthropology/Archaeology
Wentworth Institute of Technology 1991 — 1992
Certificate, Construction Drafting
Weymouth HS (South) 1987 — 1991
Rockland Trust Financial Services December 2012 - Present
Bank of America Merrill Lynch December 2010 - June 2012
AARP Financial November 2005 - October 2010
Mercer Human Resource Consulting January 2005 - August 2005
Putnam Investments 2000 - 2004
Fidelity Investments November 1997 - March 2000
US Army Reserve 1993 - 1999
Skills
Series 7, Series 63, Series 65, Licensed Life Insurance..., Financial Advisory, Consultative Style, Portfolio Management, Investments, Fixed Income, Equities, Mutual Funds, Annuities, Alternative Investments, Asset Allocation, Compliance, Operations, Insurance, ERISA, Risk Management, Financial Analysis, Retirement Planning, Finance, Series 6, Investment Advisory, Financial Services, IRAs, Relationship Management, Securities, FINRA, Wealth Management, 401k, Retirement
Education
Merrimack College 2007 — 2008
Certificate in Advanced Financial Planning, Financial Planning and Services
Moravian College 1989 — 1993
BA, Spanish, Political Science
Meridien Benefits, Inc. May 2015 - Present
MassMutual Financial Group September 2010 - May 2015
Putnam Investments September 1998 - September 2010
Copeland Companies September 1997 - September 1998
New York Life Insurance Company September 1996 - September 1997
Putnam Investments October 1994 - September 1996
Skills
401k, Investment Advisory, Investment Strategies, Insurance, Sales, Relationship Management, Financial Services, Investments, Pensions, IRAs, Fixed Annuities, Series 7, Mutual Funds, Series 6, Retirement, Employee Benefits, FINRA, Benefits Administration, Strategic Financial..., Securities, Defined Contribution, Asset Allocation, Financial Planning
Education
Massachusetts College of Liberal Arts 1990 — 1994
BA, English Communications and a minor in Political Science
Legg Mason December 2011 - Present
Putnam Investments October 2010 - November 2011
Putnam Investments November 2008 - September 2010
Putnam Investments March 2007 - November 2008
Punam Investments March 2006 - March 2007
John Hancock 2005 - 2005
Skills
Mutual Funds, Separately Managed..., Alternative Investments, Asset Allocation, Investments, Business Development, Fund Of Funds, Fixed Income, Closed-end Funds, Series 63, Series 6, Securities, Series 65, Retirement Planning, 401k, Financial Services, FINRA, Financial Advisory, Series 7, Licensing, 529 Plans, Series 24, Uniform Combined State..., Public Speaking, Hedge Funds
Education
Saint Anselm College 2001 — 2005
Business, Business/Commerce, General
Portsmouth Abbey 1997 — 2001
Merrimack College
Certificate of Financial Planning
white_space January 2015 - Present
Timshel January 2014 - May 2014
Unison October 2012 - September 2013
Halverson Group, Inc. August 2012 - December 2012
Samsung Cheil Industries (Korea's largest apparel company) September 2006 - December 2011
Samsung Global Strategy Group (Chairman's Office of Samsung Group) August 2005 - August 2006
Chicago Community Ventures June 2004 - August 2004
Putnam Investments April 2000 - August 2003
Soccer Investor PLC June 1999 - February 2000
Skills
Competitive Analysis, Strategy, Leadership, Business Strategy, Product Management, Strategic Planning, Customer Insight, Retail, Corporate Development, Cross-functional Team..., Coaching, Business Development, Marketing Strategy, Product Development, Product Marketing
Education
The Second City 2014 — 2015
Training Program
The University of Chicago - Booth School of Business 2003 — 2005
MBA
McGill University 1994 — 1999
BCOM
Raytheon Integrated Defense Systems 2004 - Present
Andover Controls January 2003 - December 2003
Putnam Investments May 2002 - December 2002
Skills
Program Management, Process Improvement, Six Sigma, Project Management, Change Management, Team Building, Strategic Planning, Project Planning, Cross-functional Team..., Visio, Leadership, Team Leadership, MS Project, Security, Management, Business Analysis, Security Clearance
Education
Merrimack College 2000 — 2005
BS, Business Marketing
Covidien July 2012 - Present
Covidien 2009 - July 2012
Integrated Benefit Solutions, Inc. December 2007 - October 2008
Jack Conway & Company, Inc. Realtor August 2006 - September 2007
Integrated Benefit Solutions, Inc. June 2000 - June 2006
State Street Global Advisors September 1999 - July 2000
Putnam Investments 1998 - 1999
Skills
PeopleSoft, Employee Benefits, HRIS, Payroll, 401k, Human Resources, Onboarding, Employee Relations, Benefits Administration, Succession Planning, HR Policies, Leadership, Software Documentation, Finance, Workforce Planning, Training, HR Consulting, College Recruiting, Talent Acquisition, Talent Management, Recruiting, Performance Management, Applicant Tracking..., Personnel Management, Program Management
Education
Massasoit Community College 1993 — 1996
Associates, Business Administration
Pena Madridista Boston September 2014 - Present
Santander Bank, N.A. July 2014 - Present
Merrimack College August 2007 - August 2014
Santander Bank, N.A. July 2012 - July 2014
Putnam Investments September 2009 - July 2012
VFC Blast January 2008 - July 2010
Putnam Investments September 2007 - September 2009
Western Mass Lady Pioneers May 2007 - August 2007
MassMutual Financial Group February 2007 - May 2007
Western Mass Pioneers May 2005 - May 2007
Skills
Analysis, Coaching, Customer Service, Access, Teamwork, Microsoft Office, Software Documentation, Mutual Funds, Microsoft Excel, PowerPoint, Public Speaking, Data Analysis, Process Improvement, Team Leadership, Problem Solving, Athlete Development, Risk Management, Retail Banking, Professional Sports, Compliance, Customer Relations, Executive Reporting, Procedure Review, Procedure Creation, Letter Writing, Communication Skills, Team-oriented, Relationship Management, Building Relationships
Education
Merrimack College 2001 — 2005
Bachelor of Science, Psychology
CHS 1997 — 2001
Education Pioneers June 2015 - Present
Fullbridge February 2015 - May 2015
Fullbridge June 2014 - February 2015
Fullbridge February 2014 - June 2014
Cogo Labs July 2012 - May 2013
Cogo Labs June 2011 - July 2012
Adverplex February 2010 - June 2011
MIT Interphase Program June 2009 - August 2009
Putnam Investments June 2008 - August 2008
Batiq February 2007 - August 2007
Skills
Data Analysis, Research, Microsoft Office, Start-ups, Analysis, Marketing, SEM, MySQL, Training, Program Management, PPC, Advertising, A/B testing, Microsoft Excel, Data Mining, Business Analysis, Matlab, Analytics, Recruiting, Strategy
Education
Massachusetts Institute of Technology 2006 — 2011
Bachelor of Science, Business Management - Finance, Minor in Mathematics, Concentration in Economics
Medina Valley High School 2002 — 2006
PanAgora Asset Management October 2014 - Present
Bank of New York Mellon July 2008 - October 2014
Putnam Investments November 2006 - May 2007
Skills
Accounting, Financial Analysis, Financial Reporting, Finance, Corporate Finance, Leadership, Financial Services, Mutual Funds, Microsoft Excel, Internal Controls, Bloomberg, Financial Modeling, Account Reconciliation, Investments, Access, Risk Management, Equities, Asset Management, Fixed Income
Education
University of Massachusetts Boston 2010 — 2012
Master of Science, Finance
Merrimack College 2004 — 2008
Bachelor's Degree, Accounting
Empower Retirement July 2014 - Present
Putnam Investments June 2014 - July 2014
Putnam Investments February 2009 - June 2014
Putnam Investments July 2000 - February 2009
Putnam Investments November 1998 - June 2000
Education
Massachusetts College of Liberal Arts 1990 — 1994
Bachelors, English Communications
Putnam Investments June 2015 - Present
TD October 2014 - May 2015
Merrimack College January 2014 - October 2014
Sodexo September 2012 - December 2013
Northeastern University July 2011 - August 2011
Northeastern University July 2010 - August 2010
Skills
Highly Organized &..., Strongly self-motivated, Fast-paced, Finance, Entrepreneurship, Highly detail oriented, Management, Diligent, Always Punctual, Marketing, Dependable, Innovative Thinker, Adaptable, Versatile, Bloomberg Terminal
Education
Merrimack College 2012 — 2016
Bachelor of Science and Business Administration, Marketing, 3.46
The Community Builders, Inc. June 2015 - August 2015
Center for Student Success and Engagement September 2014 - May 2015
Putnam Investments July 2014 - August 2014
Mayoral Campaign for Martin J. Walsh October 2013 - March 2014
Pierce Atwood July 2013 - August 2013
Boston Housing Authority July 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, SharePoint, PeopleSoft, Social Media Blogging
Education
Massachusetts College of Liberal Arts 2014 — 2018
Bachelor's degree, Political Science and Government, Sophomore
Boston Latin Academy 2008 — 2014
Diploma
Pathways Strategic Teaching Center June 2015 - Present
Somewhere by the SEA July 2013 - Present
Middletown RI Public Schools September 2012 - May 2015
Community College of Rhode Island April 2012 - December 2014
John Ryan Company Inc August 2007 - May 2012
Putnam Investments June 1988 - May 1999
Skills
Customer Service, Construction Management, Project Planning, Contract Negotiation, Management, Microsoft Excel, Construction, Change Orders, Pre-construction, QuickBooks, Tenant Improvement, Microsoft Office, Leadership, Facilities Management, Project Management, Applied Behavior...
Education
Signature Healthcare Brockton Hospital School of Nursing 2010 — 2011
Registered Nursing/Registered Nurse
Massasoit Community College 1986 — 1988
AS, Criminal Justice
Braintree High School 1982 — 1986
Universal Wilde 2007 - Present
WA Wilde Company December 2003 - December 2007
Putnam Investments October 1994 - May 2003
Education
Massachusetts College of Liberal Arts 1986 — 1990
Bachelor of Science
Franklin High School
Franklin High School
BridgePoint, LLC March 2012 - Present
Company Expert June 2006 - March 2012
INVESCO 1996 - 2006
Nicholas Applegate March 1995 - November 1996
Putnam Investments August 1986 - June 1994
Skills
Strategic Planning, Management Consulting, Retirement, Process Improvement, Leadership, Program Management, Change Management, Organizational..., Business Strategy, Sales, Strategy, Leadership Development, Asset Management, Management, Retirement Planning, Consulting, Financial Services, Operations Management, Vendor Management
Education
Suffolk University 1990 — 1992
MBA, Management
Massachusetts College of Liberal Arts 1980 — 1985
BS, Biology
Arel Capital December 2012 - Present
Gottex Fund Management September 2003 - June 2012
Putnam Investments February 1999 - June 2003
Skills
Real Estate, Investment Properties, Real Estate Transactions, Negotiation, Investments, Residential Homes, Due Diligence, Asset Management, Investors, Marketing, New Business Development, Business Strategy, Portfolio Management, Property Management, Real Estate Development, Trading
Education
University of Cambridge 1983 — 1985
M.Phil, Economics
McGill University 1981 — 1983
Bachelor of Arts (BA), Economics
Bogan Associates, LLC January 2004 - Present
State Street Research (now BlackRock) 2003 - 2003
Putnam Investments 1994 - 1999
Lord Abbett & Co. 1988 - 1994
Alliance Capital Management (now AllianceBernstein) 1973 - 1988
W.E. Hutton & Co. 1969 - 1973
Trans World Airlines 1967 - 1969
US Navy 1965 - 1967
Skills
Global equity..., Asset Managment, Equities, Investments, Investment Management, Portfolio Management, Venture Capital, Hedge Funds, Valuation, Asset Management, Equity Research, Investment Strategies, Mutual Funds, Financial Modeling, Due Diligence, Alternative Investments, Strategy, Wealth Management, Private Equity, Mergers & Acquisitions, Investor Relations, Fixed Income, Asset Allocation, Corporate Finance, Management
Education
Massachusetts Institute of Technology
SB, Mechanical Engineering
Wharton School, University of Pennsylvania
MBA
Wellington Management April 2014 - Present
Putnam Investments January 2000 - April 2014
Putnam Investments October 1997 - December 1999
Au Bon Pain Co., Inc June 1993 - October 1997
Education
Archbishop Williams
Massachusetts College of Liberal Arts
SunGard Capital Markets June 2013 - Present
Putnam Investments December 2012 - May 2013
Skills
Finance, Accounting, Time Management, Teamwork, PowerPoint, QuickBooks, Outlook
Education
Merrimack College 2009 — 2013
Bachelor of Science (B.S.) in Business Administration, with a concentration in Accounting and Finance, 3.98
Presentation of Mary Academy 2005 — 2009
Energi Insurance Services, Inc. October 2013 - Present
Coan Oil May 2009 - November 2014
Putnam Investments October 2010 - May 2011
Enway Technology January 2010 - May 2010
Aspen Specialty Insurance June 2008 - January 2009
Skills
Microsoft Office, Mac OS, NetSuite, ADD Energy Suite, Customer Relations, Online Marketing, Marketing Strategy, Commodity Markets, Investments, Renewable Energy, IT Management, Commodity Pricing, Retail Heating Oil..., Customer Service, Management, Data Analysis, Microsoft Excel, PowerPoint, Financial Analysis
Education
Merrimack College 2007 — 2011
BS, Business Administration, Accounting
Peking University 2010 — 2010
Mandarin Chinese, International Finance
Putnam Investments March 2015 - Present
Putnam Investments 2012 - Present
MIT 2009 - 2011
Barclays Capital September 2008 - May 2009
Lehman Brothers July 2007 - September 2008
Lehman Brothers 2006 - 2006
Franklin Templeton Group 2005 - 2005
Merrill Lynch 2004 - 2004
Skills
Bloomberg, Fixed Income, Capital Markets, Derivatives, Quantitative Analytics, Trading, VBA, Microsoft Excel, Swaps, CMBS, SQL, Access, Matlab
Education
Massachusetts Institute of Technology 2009 — 2011
SM, Mechanical Engineering
Vassar College 2003 — 2007
BA, Mathematics, Economics
University of Oxford 2005 — 2006
Visiting Student, Mathematics and Economics
Moise Nicoara National College 1999 — 2003
Baccalaureate, Math, Physics
Transamerica Retirement Solutions April 2015 - Present
EMPOWER Retirement April 2011 - April 2015
JPMorgan November 2006 - April 2011
Mercer January 2005 - November 2006
Putnam Investments August 1997 - December 2004
Harvard University May 1995 - August 1997
ADQ, Inc 1993 - 1995
Skills
Mutual Funds, Series 63, Series 7, 401k, Retirement, Sales Management, Retirement Planning, Relationship Management, Investments, Defined Benefit, Employee Benefits, Finance, Pensions, Defined Contribution, Asset Allocation, Wealth Management
Education
Nichols College 2001 — 2003
MBA, Finance
Massachusetts College of Liberal Arts 1990 — 1993
BA, Political Science
Bedford High School
Citrix January 2015 - Present
Curaspan Health Group February 2013 - January 2015
Polygon US Corporation October 2011 - February 2013
Rochester Electronics June 2010 - October 2011
Rochester Electronics June 2010 - November 2010
Putnam Investments December 2009 - May 2010
Merrimack College American Marketing Association May 2009 - May 2010
SalesQuest December 2008 - September 2009
Education
Merrimack College 2006 — 2010
Bachelor of Science
MIT September 2011 - Present
PEAK6 Investments January 2015 - January 2015
Putnam Investments June 2014 - August 2014
The MathWorks June 2013 - August 2013
The MathWorks June 2013 - August 2013
David H. Koch Institute for Integrative Cancer Research October 2011 - November 2012
Princeton University June 2011 - June 2012
Skills
Matlab, Mathematical Modeling, Mathematica, LaTeX, Statistics, C, Programming, Data Analysis, Optics Research, Project Management, Animal Surgery for..., Microsoft Office, Bloomberg Terminal, R, Quantitative Finance, Visual C#, Portfolio Management
Education
Massachusetts Institute of Technology
SB, Mathematics
Massachusetts Institute of Technology
SB, Chemical Engineering
1st Alliance Lending, LLC August 2013 - Present
Long Island Power Authority January 2013 - May 2013
Legal Assistance Corporation January 2012 - May 2013
Hofstra Law Clinic May 2012 - August 2012
Matheson June 2011 - August 2011
Putnam Investments November 2008 - August 2009
Bovis Lend Lease May 2006 - August 2007
Skills
Third Party Vendor..., Quality Control, Legal Contract Review, Operational Risk..., Policies & Procedures..., Investor Relations, Mortgage Compliance, Compliance Program..., Legal Writing, Legal Research, Westlaw
Education
Hofstra University School of Law 2010 — 2013
Doctor of Law (J.D.), Energy and Environmental Law
Stonehill College 2004 — 2008
Bachelor of Arts (B.A.) Bachelor of Science (B.S.), Philosophy, Finance
Technical Needs July 2011 - Present
Technical Needs January 2010 - July 2011
Technical Needs January 2005 - January 2010
Putnam Investments January 2003 - December 2004
Education
University of Massachusetts at Lowell 2002 — 2004
BS, MIS
Merrimack College 2001 — 2002
Business
Salem HighSchool 1996 — 2000
Diploma
Wasatch Advisors 2015 - Present
Wasatch Advisors 2012 - 2014
Putnam Investments 2009 - 2011
Security Global Investors 2008 - 2009
Putnam Investments 2008 - 2008
Gould Investment Partners 2007 - 2008
JET Program - Japan 2005 - 2007
Cambridge Associates 2002 - 2005
Microsoft 2001 - 2001
Skills
Equities, Portfolio Management, Valuation, Emerging Markets, Financial Modeling, Hedge Funds, Asset Managment, Equity Research, Investments, Financial Analysis, Alternative Investments
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
MBA, Finance
Pomona College 1998 — 2002
BA, Computer Science, Economics
Santa Monica High School
Redwood Investments, LLC 2010 - Present
Putnam Investments July 2001 - April 2010
McDonald-Sutton Asset Mgmt, LLC December 1998 - July 2001
Cabot Money Management August 1995 - November 1998
Fidelity Investments August 1989 - July 1993
United States Marine Corps August 1981 - January 1989
Skills
Small Cap Growth, Mid Cap Growth, Portfolio Management, Asset Managment, Equities, Biotech Investing, Healthcare Investing, Mutual Funds, Hedge Funds, Investments
Education
MIT Sloan School of Management 1993 — 1995
MBA, Finance
Monmouth University 1985 — 1989
BS, International Finance
LabCorp June 2014 - Present
SRA International September 2008 - March 2014
Putnam Investments February 1996 - May 2008
Private Non-Profit Agency July 1983 - October 1995
Chadwicks Hallmark Gold Crown Store June 1988 - August 1993
Bradlees Department Store June 1977 - June 1988
Skills
Quality Assurance, Software Documentation, Outlook, Data Analysis, Microsoft Excel, HIPAA, Access, Data Entry, ICD-9, Web Applications, Healthcare, Process Improvement, Database Administration, Microsoft Office, Data Management, Occupational &..., SuperMicar, Documentation Scanning, 10 Key Touch, KPH 14,000, Workday, Financial Services, Training, Time Management, Leadership, Call Centers, Customer Service, Human Resources
Education
Massasoit Community College 1981 — 1983
Associate of Science (A.S.), Office Administration
Eaton Vance January 2014 - Present
Eaton Vance July 2009 - December 2013
John Hancock Financial Services July 2008 - April 2009
Centinel Financial Group, LLC August 2007 - July 2008
Putnam Investments September 2005 - August 2007
Education
Merrimack College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Pics Pub 2011 - 2015
City of Holyoke 1988 - 2015
Putnam Investments 1986 - 1988
Skills
Strategic Planning, Microsoft Office, Management, Public Speaking, Community Outreach, Nonprofits, Public Relations, Event Planning, Higher Education, Microsoft Word, Leadership, Fundraising, Research, Team Building
Education
Massachusetts College of Liberal Arts 1979 — 1984
Bachelor of Science (BS), Finance, General
Silverlink Communications May 2008 - Present
Putnam Investments May 2005 - May 2008
TripAdvisor, Inc. June 2004 - May 2005
Fidelity Investments March 2001 - May 2004
Mesa Systems 1999 - 2001
Cadre Technologies 1986 - 1990
Skills
Web Services, Agile Methodologies, Software Engineering, Software Development, Java, Architecture, Web Development, Database Design, Software Design, Databases, Enterprise Software, Software Project..., Perl, SaaS, XML, SDLC, Object Oriented Design, Unix, REST, Requirements Analysis, System Architecture, Scrum, SQL, Java Enterprise Edition, Architectures
Education
Massachusetts Institute of Technology 1977 — 1981
S.B., Computer Science (EECS)
GW&K Investment Management November 2010 - Present
Putnam Investments August 2003 - February 2011
Accenture 1998 - 2001
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA
University of Miami
Greater Merrimack Valley Human Resources Association September 2014 - Present
PAREXEL April 2012 - Present
Boston Medical Center May 2009 - April 2012
KEVIN J. KELEHER, SPHR 2008 - 2009
Fidelity Investments January 2004 - 2009
Boys and Girls Club of Salem, NH 1990 - 2009
United Way of Merrimack Valley 1996 - 2007
Watson Wyatt 2001 - December 2003
Putnam Investments 1998 - 2001
Skills
Staff Management, Business Process, Compliance, HR Policies, Full-cycle Recruiting, Benefits, Compensation, Salary Structures, Salary Administration, Performance Management, Training & Development, Affirmative Action, Employee Relations, EEO compliance, Talent Management, HRIS, Onboarding, Staff Mentoring, Coaching, Talent Acquisition, Workforce Planning, Workflow Analysis, Business Requirements, Product Requirements, Software Implementation, Reporting & Analysis, Process Improvement, Continuous Improvement, Business Process..., Competitive Analysis, Trend Analysis, Trend Research, Analytics, Agile, Project Management, SAP HR, HR Access, PeopleSoft, Oracle, Taleo, Crystal Reports, Business Objects, Human Resources, Employee Benefits, SDLC, Deferred Compensation, Payroll, Organizational..., Strategy, Leadership
Education
Rivier University
Master’s Degree, Human Development
University of Massachusetts Lowell
MBA courses
Merrimack College
Certificate in Human Resources Management
Salem State University
BA, Economics
World At Work
Compensation Certificate Courses
Franklin Templeton Investments August 2012 - Present
Chordant Capital Partners, LLC July 2009 - June 2012
Putnam Investments July 1999 - November 2008
Arthur D. Little July 1994 - May 1997
Skills
Portfolio Management, Asset Allocation, Fundamental Analysis, Market Analysis, Equities, Hedge Funds, Equity Research, Investments, Alternative Investments, Bloomberg, Financial Modeling, Investment Management, Fixed Income, Mutual Funds, Valuation, Asset Managment, Investment Strategies, Portfolio Optimization, Capital Markets, Analysis, Due Diligence, Emerging Markets, Equity Valuation, Finance, Financial Analysis, Options, Securities, Strategy, Venture Capital, Asset Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
MBA
Middlebury College 1990 — 1994
BA
Weston High School 1986 — 1990
Boston Financial Data Services January 2002 - Present
Trustar Retirement Services December 1999 - December 2001
Datatrend Technologies September 1999 - December 1999
Putnam Investments October 1997 - September 1999
Skills
401k
Education
Massachusetts College of Liberal Arts 1991 — 1995
Bachelor of Arts, Sociology
White Mountains LLP October 2007 - Present
Sowood Capital Management 2006 - 2007
Putnam Investments 2000 - 2004
Barra 1999 - 2000
Intex Solutions 1990 - 1996
Skills
Risk Management, Portfolio Management, Structured Products, Software Development
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1998
MBA
Matter Communications November 2013 - Present
Matter Communications November 2011 - November 2013
Matter Communications July 2010 - November 2011
Matter Communications October 2008 - July 2010
Matter Communications February 2007 - October 2008
Matter Communications February 2006 - February 2007
Cedardale Health & Fitness August 2003 - April 2006
Putnam Investments May 2002 - May 2003
Skills
Media Relations, Editing, Press Releases, Social Media, Public Relations, Marketing Communications, Social Media Marketing, Corporate Communications, Strategic Communications, Message Development, Newsletters, Blogging, Copywriting, Crisis Communications, Marketing, Analyst Relations, Facebook, Email Marketing, Team Management, Press Release..., Creative Writing, Market Research
Education
Merrimack College 2000 — 2005
Bachelor of Science (B.S.), Marketing
Central Catholic HS 1996 — 2000
Diploma, General Studies
Working Globally October 2010 - Present
Webster University October 2010 - Present
RAMMEX Communications January 2008 - October 2010
Nikko Asset Management in Japan January 2005 - January 2008
Jardine Fleming - now JP Morgan Asset Mgt Hong Kong January 2003 - January 2004
Fidelity Investments January 2001 - January 2003
Fidelity Investments - client server and web application development January 2000 - January 2001
Putnam Investments January 1997 - January 1998
the Yankee Group January 1995 - August 1996
MIT Lincoln Laboratory January 1993 - January 1995
Skills
Business Analysis, Strategy, Management, Integration, Start-ups, VoIP, IT Management, Software Development, Project Management
Education
Massachusetts Institute of Technology 1971 — 1975
BSEE, Electrical Engineering and Computer Science
Suffolk University Law School 1976 — 1980
Juris Doctorate - IT and Business, Law
Putnam Investments July 1999 - Present
Merrill Lynch July 1995 - June 1997
Merrill Lynch July 1993 - June 1995
Skills
Emerging Markets, Equities, Investment Banking, Mergers, Mutual Funds, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1997 — 1999
Master of Business Administration (M.B.A.)
Massachusetts Institute of Technology 1989 — 1993
Economics, Political Science
Morgan Stanley June 2011 - Present
Putnam Investments January 2007 - July 2011
Skills
Asset Management, Alternative Investments, Equities, Engineering, Fixed Income, Hedge Funds, Investments, Numerical Analysis, Portfolio Management, Private Equity, Risk Management
Education
University of Cambridge 2002 — 2006
PH.D, MECHANICAL ENGINEERING
Massachusetts Institute of Technology 2000 — 2002
M.S, AEROSPACE ENGINEERING
Massachusetts Institute of Technology 1996 — 2000
B.S, AEROSPACE ENGINEERING
Bonaire Software Solutions November 2011 - Present
Allin Consulting 2004 - January 2012
CodeLab Technology Group August 2004 - July 2007
Putnam Investments 2002 - 2004
Gateway 1997 - 2002
Skills
Microsoft SQL Server, SQL, SDLC, Databases, XML, Web Services, Agile Methodologies, Enterprise Architecture, Software Development
Education
University of Massachusetts, Amherst 1992 — 1994
MS, Computer Science
Massachusetts Institute of Technology 1988 — 1992
BS, Math with Computer Science
Self Employed 2009 - Present
Phillips Academy October 2005 - Present
Organizational Ergonomics 2004 - Present
The CASE Journal January 2007 - December 2010
Putnam Investments January 2004 - October 2005
Visualization Technology, Inc. February 2000 - August 2001
MobileComm (U.S.) July 1997 - February 2000
School Settlement Home Attendant Service Corp. June 1994 - May 1997
Skills
Organization, Non-linear Editing, Editing, Microsoft Office, Research, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, HTML, Graphic Design, Event Planning, Social Networking, Adobe Creative Suite
Education
Northeastern University 2007 — 2010
Coursework
National Association of Securities Dealers, Inc. 2004 — 2004
License
Merrimack College 2001 — 2003
Certificate
Stony Brook University 1990 — 1994
B.A.
Freelance / Graphic Design Services May 2011 - Present
Nutri-Health Supplements, LLC April 2007 - May 2011
GirlVibe Inc. March 2004 - April 2007
Boston Ballet September 2001 - December 2001
Putnam Investments August 2000 - August 2001
Skills
Illustrator, Photoshop, Branding & Identity, In-Design, Digital Illustration, Illustration, Organization
Education
Massachusetts College of Art 1998 — 2002
Bachelor of Fine Arts (BFA), Illustration
Massasoit Community College 1993 — 1996
Graphic Design, Communication and Media Studies
Nomura Asset Management January 2013 - Present
PNC January 2011 - January 2013
PNC September 2009 - January 2011
Deutsche Bank March 2004 - May 2009
Putnam Investments July 2001 - March 2004
Skills
Quantitative Research, Risk Management, Proprietary Trading, Fixed Income Trading, Fixed Income Research, Project Management, Quantitative Finance, Quantitative Analytics, Quantitative Risk, Financial Modeling, Statistical Modeling, Mathematical Modeling, Fixed Income Portfolio..., Stress Testing, Fixed Income, Asset Management, Financial Risk, Bonds, VAR, Investments
Education
Massachusetts Institute of Technology 1996 — 2001
PhD, Theoretical Physics
Massachusetts Institute of Technology 1992 — 1996
SB, Physics and Mathematics
Vestmark August 2014 - Present
Cabot Wealth Management November 2009 - August 2014
BTS Asset Management April 2009 - November 2009
State Street April 2008 - February 2009
WNA December 2007 - April 2008
Putnam Investments July 2004 - November 2007
Putnam Investments September 2002 - July 2004
Putnam Investments January 2000 - August 2002
Putnam Investments May 1999 - December 1999
Skills
Equities, Portfolio Management, Accounting, Financial Services, Finance, Mutual Funds, Competitive Analysis, Investments, Asset Management, Strategy, Financial Analysis, Management, Alternative Investments, Asset Allocation, Trading, Bloomberg, Microsoft Excel, Microsoft Office, Customer Service
Education
Merrimack College 1998 — 2002
Bachelor of Science in Business Administration, Marketing
Cambridge Associates July 2008 - Present
MIT Sloan School of Management August 2006 - June 2008
The Rock Creek Group June 2007 - August 2007
Putnam Investments July 2002 - July 2005
Skills
Asset Allocation, Hedge Funds, Investment Strategies, Investments, Financial Modeling, Financial Analysis, Asset Managment, Private Equity, Equities, Portfolio Management, Fixed Income, Bloomberg, Cooking
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA
Cordon Bleu Paris 2005 — 2006
Diplome de Cuisine
Yale University 1998 — 2002
BA, Economics & Mathematics
Putnam Investments September 2007 - Present
Boston LGBT Film Festival June 2009 - Present
Massachusetts Institute of Technology 2007 - Present
Big, Red, and Shiny January 2008 - September 2010
School of the Museum of Fine Arts, Boston 2001 - 2004
Skills
Non-profits, Film Production, Curating, Video Editing, Event Management, Film Festivals, Mac OS X, Photoshop, Photography, OS X, Blogging, Social Networking, Digital Media, Event Planning, Media Relations, Nonprofits, Facebook, Public Relations, Social Media Marketing, Online Marketing, Entrepreneurship, Social Media, Strategy, Art, Editing, Analysis, Video, Film, Research, Mac, Community Outreach, Film Editing, Fundraising
Education
Massachusetts Institute of Technology 2004 — 2006
SM, Comparative Media Studies
School of the Museum of Fine Arts 1997 — 2001
BFA, Video Art
Tufts University 1997 — 2001
BFA, Fine Art
Tufts Medical Center September 2011 - Present
Hallmark Health System, Inc. September 2010 - September 2011
Hallmark Health System, Inc. May 2007 - September 2010
Watts Water Technologies February 2007 - May 2007
Putnam Investments October 2005 - February 2007
Skills
Revenue Cycle, Financial Reporting, Access, Financial Analysis, Accounting, General Ledger, Account Reconciliation, Finance, Variance Analysis, Budgets, Financial Audits, Financial Statements, Internal Audit, Cash Flow
Education
Suffolk University - Sawyer School of Management 2007 — 2010
MBA, Accounting
Merrimack College 2003 — 2007
Bachelors, Finance
Mackenzie Investments July 2015 - Present
F-Squared Investments September 2011 - July 2015
Vernon Square Capital LLC January 2009 - December 2010
Putnam Investments December 2000 - December 2008
State Street Global Advisors March 1993 - December 2000
Skills
Capital, Equities, Investment Management, Alternative Investments, Hedge Funds, Portfolio Management, Emerging Markets, Investment Strategies, Asset Allocation, Investments, Bloomberg, Mutual Funds, Asset Managment, Quantitative Finance, Venture Capital, Securities, Structured Products, Options, Investment Advisory, Capital Markets, Financial Markets, Portfolio Optimization, Investment Banking, ETFs, Series 63, Trading, Asset Management, Trading Systems, Financial Modeling, Bonds, Fund Of Funds, Derivatives, Institutional..., Global Macro, Series 7, Financial Services, Wealth Management, Fixed Income, Quantitative Analytics, Private Equity, Equity Research, Equity Trading, Equity Derivatives, Electronic Trading, Valuation, Equity Valuation, Hedging, Market Risk, Separately Managed..., Structured Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 1990 — 1992
MS, Finance
Northeastern University 1986 — 1989
MS, Chem. Eng
Worcester Polytechnic Institute 1981 — 1985
BS, Chem. Eng
Marblehead High School 1979 — 1981
Jantz Management LLC May 2002 - Present
NorthStar Asset Management, Inc. 2008 - 2015
GMO LLC 2000 - 2002
Putnam Investments 1999 - 2000
Arthur D. Little 1989 - 1997
Sears 1988 - 1989
Arthur D. Little, Inc. 1985 - 1988
Skills
Portfolio Management, Valuation, Investments, Equities, Financial Modeling, Asset Management, Asset Allocation, Investment Strategies, Due Diligence, Hedge Funds, Alternative Investments, Fixed Income, Start-ups, Investment Management, Private Equity, Financial Structuring, Strategy, Environmental Issues, Climate Change, Climate Action
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
MBA, Financial Management
University of Iowa 1979 — 1981
MS, Statistics
MFS Investment Management March 2011 - Present
Putnam Investments January 2007 - March 2011
Education
Merrimack College 2001 — 2005
Putnam Investments 2001 - Present
Keane Inc 2001 - 2005
Education
The Partnership, Inc. 2011 — 2011
Fellowship, Leadership and Management
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
Executive Certificate, Management and Leadership
Sri Venkateswara University 1989 — 1993
BTECH, Engineering
J. Heller Consulting August 2015 - Present
IBI Group November 2014 - August 2015
Intel Corporation January 2011 - November 2014
EMC 1999 - 2010
Putnam Investments 1995 - 1998
Janice Heller 1991 - 1995
Skills
Employee Relations, Performance Management, Human Resources, Applicant Tracking..., Talent Management, Organizational..., HRIS, Career Development, Personnel Management, Succession Planning, Onboarding, Talent Acquisition, Change Management, Recruiting, Organizational Design, Training, Leadership, Strategy, Career Counseling, Workforce Planning, Program Management, Executive Coaching, Employee Engagement, Management Development, Deferred Compensation, Organizational..., HR Consulting
Education
Buffalo State
B.S, Speech therapy/sociology
Massachusetts Institute of Technology - Sloan School of Management
Organizational Development
University of Massachusetts Boston
M.Ed, Counseling
EMPOWER Retirement November 2009 - Present
Fidelity Investments November 2006 - December 2008
John Hancock Funds August 2003 - June 2006
Putnam Investments August 1997 - August 2003
Learning Technologies, Inc. 1989 - 1997
Skills
401k, Retirement, Series 63, Mutual Funds, Retirement Planning, Process Improvement, Investments, Life Insurance, Call Center, Risk Management, Defined Benefit, Asset Allocation, 529 Plans, Wealth Management, Series 7, CRPS
Education
Southern New Hampshire University 2012 — 2016
Master of Business Administration (M.B.A.), Finance
Merrimack College 1999 — 2006
Bachelor of Science, Finance
Cambridge Education Group December 2014 - Present
Ditonno Trucking July 2010 - Present
iRobot March 2010 - November 2014
Procter & Gamble March 2009 - December 2009
Atkinson Resort & Country Club October 2004 - March 2008
Mosaic Technology March 2001 - October 2004
Putnam Investments December 1999 - August 2000
Skills
Competitive Analysis, Marketing, Marketing Communications, Marketing Strategy, Email Marketing, Event Planning, Microsoft Office, Market Research, Budgets, International Marketing, Cross-functional Team..., New Business Development, Salesforce.com, Trade Shows, Brand Management, Strategy, Photoshop, Visio, Advertising, Integrated Marketing, Market Analysis, Program Management, Marketing Management, Strategic Planning, Budgeting, Organizing, Quickbooks, Problem Solving, Project Coordination, Goldmine, Delphi, Micros, MS Project, Lead Generation, Direct Marketing, Market Planning, Brand Development, B2B, Sales, Sales Process, International Sales, Strategic Partnerships, CRM, Leadership, Digital Marketing, Business Strategy, Product Launch, Business Development, Product Marketing
Education
Southern New Hampshire University 2010 — 2013
Master of Business Administration (MBA), Marketing and International Business
Merrimack College 1998 — 2001
Business Administration, Marketing
Richmond, The American International University in London 2000 — 2000
Business Administration
Commonwealth of Massachusetts January 2015 - Present
Commonwealth of Massachusetts May 2004 - December 2014
Cushing & Dolan, P.C. August 2003 - November 2003
Fidelity Investments March 2000 - June 2003
Putnam Investments September 1999 - March 2000
State Street December 1997 - July 1999
Skills
Policy, Policy Analysis, Government, Public Administration, Public Policy, Politics, Local Government, Political Campaigns, Event Planning, Marketing, Microsoft Excel
Education
Northeastern University 2003 — 2003
Legal Assistant/Paralegal, 3.33
Massasoit Community College
Liberal Arts and Sciences/Liberal Studies
Putnam Investments November 2001 - Present
Putnam Investments December 2000 - November 2001
Skills
Software Documentation, Security, Calendaring, Access, Lotus Notes, Management
Education
Massasoit Community College 1988 — 1994
Associates, Computer Info Systems
Northeastern University
Business Management. Human Resources
International Forest Products June 2009 - Present
Putnam Investments February 1995 - February 2009
Putnam Investments February 1995 - February 2009
Education
Massasoit Community College 1974 — 1976
Business
Transamerica December 2011 - Present
Macquarie Capital May 2009 - December 2011
Putnam Investments September 1999 - February 2009
Toys R Us August 1998 - August 1999
Skills
Series 6, Series 63, Separately Managed..., Series 7, Mutual Funds, Series 65, Variable Annuities, 401k, Alternative Investments, Asset Allocation, Fixed Annuities, Retirement, FINRA, Retirement Planning, ETFs, Investment Strategies
Education
Massachusetts College of Liberal Arts 1994 — 1998
BS, Business Management/Public Relations
eBay Enterprise January 2015 - Present
89 Degrees April 2014 - December 2014
eBay Enterprise June 2013 - April 2014
eBay Enterprise Marketing March 2012 - June 2013
e-Dialog June 2009 - March 2012
Putnam Investments April 2006 - February 2009
Polar Design June 2005 - March 2006
Skills
Email Marketing, Project Management, Salesforce.com, Event Management, Sales Management, CRM, Marketing, HTML, Sales Enablement, Sales Enablement Tools, Marketing Strategy, Copywriting, Marketing Management, Superior Client Service, Marketing Communications, Campaign Management, Production Process..., Trainer, Qvidian, Digital Marketing, Net Promoter Score, Proposal Writing, Agile Project Management, Scrum, Sales Presentations
Education
Suffolk University - Sawyer School of Management 2007 — 2011
MBA, Organizational Behavior
Merrimack College 2001 — 2005
B.S., Business Administration - Marketing
TD Bank, America's Most Convenient Bank February 2010 - Present
DST Systems October 2007 - March 2009
Putnam Investments October 2003 - October 2007
Veritude September 1998 - March 2002
Education
Merrimack College 2009 — 2009
Project Management certification
Northeast Regional Technical Vocational 1976 — 1978
Computer Science
Chelsea High School / Northeast Vocatioal 1972 — 1976
Business
Beaconpost Capital Management March 2015 - Present
Hottinger Capital Corp. August 2012 - December 2014
Sanford C. Bernstein 2011 - 2012
Wells Fargo Securities, LLC 2010 - 2011
Putnam Investments 2005 - 2008
Education
The University of Chicago - Booth School of Business
MBA, Finance, Economics & Accounting
Massachusetts Institute of Technology
MS, Earth, Atmospheric and Planetary Sciences
Burke Distributing Corporation October 2012 - Present
Constant Contact April 2011 - February 2012
Constant Contact September 2008 - April 2010
Putnam Investments September 2007 - September 2008
Coca-Cola of Cape Cod May 2005 - August 2007
Skills
Marketing, Management, Email Marketing, Sales, Social Media Marketing, Salesforce.com, Microsoft Office, Training, Customer Service, Leadership
Education
Merrimack College 2004 — 2008
BS, Business Management
Putnam Investments PrincipalGlobal Information ResourcesMarch 1996 - September 2003
Wellington Management May 1982 - February 1996
Skills
Databases, SOA, Microsoft SQL Server, Requirements Analysis, Data Analysis, Agile Methodologies, SDLC, Data Warehousing, VBA, Business Analysis, Equities, Trading Systems, Unix, Software Development, Software Project..., Analysis, Requirements Gathering, Data Modeling
Education
Massachusetts Institute of Technology 1976 — 1980
BS, Mathematics
F.L.Putnam Investment Management Company May 2013 - Present
MFS Investment Management July 1999 - 2012
Putnam Investments September 1996 - June 1999
Goldman Sachs June 1995 - August 1995
Morgan Stanley October 1990 - August 1994
Skills
Equities, Portfolio Management, Institutional Investors, Mutual Funds, Investment Strategies, Valuation, Equity Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 1994 — 1996
MBA, concentration in financial engineering
Williams College 1986 — 1990
BA, Economics
Putnam Investments March 1997 - October 2009
Education
Massachusetts College of Liberal Arts 1989 — 1993
Bachelors, Psychology
Putnam Investments 2009 - Present
kor group 2004 - 2009
Iconologic 2004 - 2004
Philips Design 2002 - 2002
Skills
Typography, Visual Design, Concept Development, Branding & Identity, Corporate Identity, Print Collateral, Print Production, Art Direction, Management, Advertising, Web Design, Adobe Creative Suite, Photoshop, InDesign, Illustrator
Education
Portfolio Center 2001 — 2003
Design
Meredith College 1996 — 2000
Bachelor of Arts (B.A.)
Alpine Woods Capital Investors September 2005 - Present
Wachovia Securities July 2003 - August 2005
Putnam Investments 1998 - 2001
Skills
Equities, Investments, Valuation, Bloomberg, Equity Research, Portfolio Management, Financial Modeling, Capital Markets, Asset Management
Education
MIT Sloan School of Management 2001 — 2003
Master of Business Administration (MBA), Financial Management Track
Williams College 1994 — 1998
Bachelor of Arts (BA), Economics
BlackRock June 2014 - 2015
Putnam Investments July 2008 - July 2010
Putnam Investments May 2007 - August 2007
Wellington Management May 2006 - August 2006
Skills
Fixed Income, Macroeconomics, Financial Economics and..., Computational Economics, Investments, Valuation, Financial Economics, Asset Management, Derivatives, Economics, Quantitative Analytics, Financial Modeling, Research, Analysis, Investment Banking, Data Analysis, Equities, Bloomberg, Project Management
Education
University of Chicago 2010 — 2014
PhD, Economics
University of Chicago 2010 — 2011
Master's degree, Economics
Massachusetts Institute of Technology 2004 — 2008
Bachelor's degree, Mathematics
Massachusetts Institute of Technology 2004 — 2008
Bachelor's degree, Economics
Hyde Park High School 2002 — 2004
High School
Saint-Louis de Gonzague 1997 — 2002
BIDMC November 1998 - Present
Putnam Investments February 1997 - November 1998
Education
Memorial University of Newfoundland 1991 — 1997
Ph.D/MS, Physics - Computer Modeling
Putnam Investments December 2013 - Present
Putnam Investments July 2013 - December 2013
Putnam Investments June 2011 - July 2013
Skills
Series 7, Series 63, Series 6, Bloomberg Terminal, Financial Services, Mutual Funds, Finance, Investments, Sales, Customer Service, Customer Satisfaction, Retail, Salesforce.com, LinkedIn, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Marketing, Bloomberg
Education
Merrimack College 2010 — 2013
Bachelor of Science, Business Administration: Concentration in Finance, 3.6
University of Massachusetts, Amherst 2009 — 2010
John Hancock Investments February 2012 - Present
Wells Fargo Advantage Funds August 2010 - February 2012
Putnam Investments September 2009 - August 2010
Putnam Investments January 2008 - September 2009
CareScout October 2007 - January 2008
Skills
Mutual Funds, Series 7, Customer Service, Series 66, Management, Asset Allocation, Insurance, Series 63, Uniform Combined State..., Training, Series 6, Finance, Leadership, Marketing, Sales, Retirement
Education
Merrimack College 2003 — 2007
BA, Political Science, Minor Business and Religious Studies
Catholic Memorial High School 1999 — 2003
Diploma
Putnam Investments July 2006 - Present
Skills
Agile Methodologies, Market Data, Trading Systems
Education
Massachusetts Institute of Technology 1986 — 1994
Doctor of Philosophy (PhD), Electrical and Electronics Engineering
Massachusetts Institute of Technology 1978 — 1994
Doctor of Philosophy (PhD), Electrical engineering and computer science
Manulife Asset Management January 2012 - Present
Pioneer Investment Management Inc October 2010 - January 2012
State Street Global Services June 2008 - October 2010
Merrimack College Finance Department October 2007 - June 2008
Putnam Investments June 2005 - September 2005
Skills
Fixed Income, Capital Markets, Finance, Bloomberg, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Microsoft Excel, Equities, Microsoft Office, Financial Services
Education
Merrimack College 2004 — 2008
BS, Finance
Merrimack College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Putnam Investments 2005 - March 2010
Putnam Investments 2000 - 2004
Putnam Investments June 1996 - August 1998
Education
Massachusetts Institute of Technology 1998 — 2000
MBA, Financial Engineering
University of Pennsylvania - The Wharton School 1994 — 1996
B.S., Finance
Beyond the Box Solutions, Inc. March 2000 - Present
Putnam Investments 1996 - 2001
BankBoston 1996 - December 1999
Skills
Project Management, Consulting, Healthcare, Program Management, Strategic Planning, Process Improvement, Start-ups, Change Management, Software Project..., Financial Services
Education
Northeastern University 2009 — 2011
M.S., Health Informatics
Massachusetts Institute of Technology 1988 — 1989
Master's Degree
Square Victoria Digital Propreties 2013 - Present
Putnam Investments 2010 - 2013
Education
University of Ottawa / Université d'Ottawa 2005 — 2008
Bachelor of Laws (LL.L.), Civil Law
McGill University 2002 — 2005
Bachelor's degree, Sociology and Political Science
BNY Mellon September 2012 - Present
Putnam Investments October 2011 - September 2012
Skills
Access, Microsoft Excel, Microsoft Office, Corporate Finance, Mutual Funds, PowerPoint, Financial Analysis
Education
Merrimack College 2007 — 2011
B.S. Business Administration, Finance
Hawaii State Department of Education August 2014 - Present
CSC October 1997 - May 2012
Unisys June 1997 - October 1997
Bay Federal Credit Union April 1994 - February 1997
Putnam Investments June 1992 - September 1993
Skills
Operations Management, Troubleshooting, Program Management, Linux, Networking, Databases, Unix, IT Service Management, Technical Support, Hardware, Requirements Analysis, Analysis, Data Center, Disaster Recovery, Integration, VMware, HP-UX
Education
Boston University
Massachusetts Institute of Technology
University of California
Raytheon Company January 2009 - June 2012
State Street (Legacy Putnam Investments) 2003 - 2009
Putnam Investments 2000 - 2003
Putnam Investments 1999 - 2000
Skills
Financial Analysis, Management, Microsoft Excel, Microsoft Word, Motivational Leadership, GAAP, FAR, CAS, Market Value and Net..., General Ledger, Custodian Bank and Cash..., Expense Analysis, Internal Audit, Treasury Asset/Income..., Accruals, External Audit, Internal & External..., Estimating, Pricing, Government Proposals, Six Sigma, Cost, MBA, RFP, Leadership, Cross-functional Team...
Education
Merrimack College
Bachelor of Arts (BA), 3.244
Suffolk University, Sawyer School of Business
MBA, Finance, 3.74
Fidelity Investments November 2012 - Present
Fidelity Investments November 2005 - October 2012
Fidelity Investments October 2003 - October 2005
Fidelity Investments May 2000 - September 2003
Fidelity Investments November 1998 - April 2000
Putnam Investments January 1997 - October 1998
Skills
Account Reconciliation, Mutual Funds, OFAC, ACH, Fedwire, Process Improvement, Lean Thinking, Anti-Laundering..., Regulatory Compliance, Wire Transfer..., Cash Movement Monitoring, Team Leadership, Staff Training /..., Multi-Site Operations, Lean / Six Sigma..., Disaster Recovery..., Product Launch / Review, Workflow Management, Audit / Review..., Report Generation /..., Project Management, Auditing, Portfolio Management, Training, Management, Analysis
Education
Suffolk University 2003 — 2006
Master of Business Administration (M.B.A.)
Merrimack College 1992 — 1997
Bachelor's degree, Accounting
Putnam Investments June 2013 - June 2015
Fidelity Investments June 2011 - March 2013
Skills
Bloomberg, Financial Modeling, Data Analysis, Equities, Valuation, Financial Analysis, Investments, Microsoft Excel, Corporate Finance, Java, Matlab, Market Research, Finance, Analysis, Research, Portfolio Management, Mutual Funds, Fixed Income
Education
Massachusetts Institute of Technology 2015 — 2016
Master's degree, Finance, General
Owens and Minor September 2006 - November 2012
Putnam Investments September 1995 - October 2012
Skills
Microsoft Office, Healthcare, Microsoft Excel, Communication, Teamwork, Phone Etiquette
Education
Massasoit Community College 1971 — 1973
Associate of Arts (A.A.), General Studies
Newbury College
Paralegal Certificate, Paralegal studies
Loomis, Sayles & Company April 2013 - Present
Loomis, Sayles & Company April 2008 - March 2013
Putnam Investments 2006 - 2008
Loomis, Sayles & Company 2004 - 2006
Putnam Investments 2001 - 2004
U.S. Coast Guard 1994 - 1999
Education
MIT Sloan School of Management 1999 — 2001
Master of Business Administration (MBA), Finance, General
United States Coast Guard Academy 1990 — 1994
Bachelor of Science (B.S.), Civil Engineering
Cold Spring Harbor High School 1987 — 1990
High School Diploma
Putnam Investments July 2012 - Present
Putnam Investments July 2008 - July 2012
Skills
VBA, Stata, Quantitative Finance, Intex, Fixed Income Analysis, Fixed Income, Bloomberg, Financial Modeling
Education
Massachusetts Institute of Technology 2004 — 2008
Bachelor of Science (BS), Physics
Santander Bank, N.A. April 2014 - Present
Boston Financial Data Services May 1998 - Present
Boston Financial Data Services 1998 - 2013
Putnam Investments February 1996 - March 1998
Skills
Call Centers, Securities, Series 63, Series 7, Relationship Management, Retirement, Banking, Series 6, Risk Management, Insurance, Bloomberg, Equities, Business Analysis, Access
Education
Massasoit Community College 1987 — 1988
Liberal Arts Studies
Brockton High School 1983 — 1987
Diploma, Requirements