Putnam Investments

Description

Putnam Investments is a privately owned investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Parent organization: Great-West Lifeco Customer service: 00 1 617-292-1000 Number of employees: 1,700+ CEO: Robert L. Reynolds (1 Jul 2008–) Headquarters: Boston, Massachusetts, United States Subsidiaries: PanAgora Asset Management, Inc.,

Putnam Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Putnam Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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5,113 Putnam Investments employees in database. Find out everything there's to know about Putnam Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Putnam Investments Employees

Employee
Years
Job
Industry
Alex Ariagno Alex Ariagno Plymouth, Massachusetts Details
Alex Ariagno's Putnam Investments Experience August 2015 - Present
Job Quality Assurance Intern at Putnam Investments
Industry Accounting
Experience
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

Cory Monroe, CFA Cory Monroe, CFA Greater Boston Area Details
Cory Monroe, CFA's Putnam Investments Experience June 2004 - August 2004
Job
Industry Investment Management
Experience
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

Kathy Lavine Kathy Lavine Raleigh-Durham, North Carolina Area Details
Kathy Lavine's Putnam Investments Experience 1989 - 1994
Job Senior Designer at KSL Design
Industry Design
Experience
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

Alex Reeds Alex Reeds Greater Chicago Area Details
Alex Reeds's Putnam Investments Experience July 2000 - August 2004
Job Director of Strategy @ Timshel
Industry Marketing and Advertising
Experience
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

Julia Yoo Julia Yoo San Francisco, California Details
Julia Yoo's Putnam Investments Experience June 2008 - August 2008
Job Sales & Marketing Management Consultant at Alexander Group | MIT
Industry Management Consulting
Experience
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

Jennifer Gnerre Jennifer Gnerre Providence, Rhode Island Area Details
Jennifer Gnerre's Putnam Investments Experience August 1995 - December 1997
Job Client Benefits Consultant at CVS Caremark Corporation
Industry
Experience
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

Angelo Cabral Angelo Cabral Greater Boston Area Details
Angelo Cabral's Putnam Investments Experience December 2013 - Present
Job Client Service Representative at Putnam Investments
Industry Financial Services
Experience
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

Yagul Ganendran Yagul Ganendran Greater Boston Area Details
Yagul Ganendran's Putnam Investments Experience June 2012 - May 2013
Job Senior CDO Analyst at U.S. Bank
Industry Financial Services
Experience
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

Brandi Longtin Brandi Longtin Greater Boston Area Details
Brandi Longtin's Putnam Investments Experience September 2005 - July 2007
Job Head of Business Development and Partnerships at Go Ahead Tours
Industry Consumer Services
Experience
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

Jyotsana Wadera-Sandhu Jyotsana Wadera-Sandhu Greater Boston Area Details
Jyotsana Wadera-Sandhu's Putnam Investments Experience August 1999 - Present
Job Investment Director
Industry Financial Services
Experience
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

Michael Mangano, JD, MSM Michael Mangano, JD, MSM Greater Boston Area Details
Michael Mangano, JD, MSM's Putnam Investments Experience January 2007 - July 2007
Job Contract Manager at Beth Israel Deaconess Medical Center
Industry Apparel & Fashion
Experience
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

Betsey Foley Betsey Foley Marblehead, Massachusetts Details
Betsey Foley's Putnam Investments Experience September 1997 - March 1999
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
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

Moise Elan Moise Elan Greater Boston Area Details
Moise Elan's Putnam Investments Experience December 2013 - Present
Job Middle Office Analyst at Putnam Investments
Industry Financial Services
Experience
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

Conrad Gann Conrad Gann San Francisco Bay Area Details
Conrad Gann's Putnam Investments Experience 1992 - 1992
Job Chief Operating Officer at Cerebellum Capital Inc.
Industry Investment Management
Experience
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

Liz Stott Liz Stott Andover, Massachusetts Details
Liz Stott's Putnam Investments Experience July 2014 - Present
Job Director, Field Training PRM / Internal and External Sales Training at Putnam Investments
Industry Financial Services
Experience
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

David Mastronardi David Mastronardi Greater Boston Area Details
David Mastronardi's Putnam Investments Experience October 1999 - September 2003
Job IT Consulting and Support
Industry Information Technology and Services
Experience
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

Chas Luca Chas Luca Greater Boston Area Details
Chas Luca's Putnam Investments Experience 2011 - 2011
Job IPT Telecommunications Engineer at FHLB Boston
Industry Information Technology and Services
Experience
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

Brian Cavanaugh Brian Cavanaugh Greater Boston Area Details
Brian Cavanaugh's Putnam Investments Experience May 1994 - May 1996
Job Sales Manager at Mortgage Network, Inc. NMLS# 441864
Industry Financial Services
Experience
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

Andra Bolotin Andra Bolotin Greater Boston Area Details
Andra Bolotin's Putnam Investments Experience December 2008 - Present
Job Head of Corporate Finance and Controller at Putnam Investments
Industry Financial Services
Experience
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

Robert C. O'Brien Jr. Robert C. O'Brien Jr. Greater Boston Area Details
Robert C. O'Brien Jr.'s Putnam Investments Experience August 1993 - February 1995
Job Regional Vice President at Prudential Financial
Industry Financial Services
Experience
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

Drew Ferraro Drew Ferraro Greater Boston Area Details
Drew Ferraro's Putnam Investments Experience December 2013 - Present
Job Senior Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
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

Dan Herard Dan Herard Austin, Texas Details
Dan Herard's Putnam Investments Experience December 2009 - February 2011
Job Customer Programs Analyst at Spredfast
Industry Online Media
Experience
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

Frank Bader Frank Bader Greater Boston Area Details
Frank Bader's Putnam Investments Experience March 2002 - Present
Job Senior Architect at Putnam Investments
Industry Financial Services
Experience
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

Bill MacIntyre Bill MacIntyre Greater Boston Area Details
Bill MacIntyre's Putnam Investments Experience August 2002 - January 2005
Job Principal, Defined Contribution Operations Leader at Mercer
Industry Financial Services
Experience
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

Mitch Salis, CFA, MBA Mitch Salis, CFA, MBA Montreal, Canada Area Details
Mitch Salis, CFA, MBA's Putnam Investments Experience May 2000 - April 2004
Job CFO
Industry Financial Services
Experience
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

Brian Vocino Brian Vocino Boston, Massachusetts Details
Brian Vocino's Putnam Investments Experience 2002 - 2005
Job Anesthesia Sales Specialist at Teleflex Medical
Industry Hospital & Health Care
Experience
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

Richard Knox Richard Knox Greater Boston Area Details
Richard Knox's Putnam Investments Experience 1986 - 1994
Job Partner at Reliant Financial Group and Insurance Planning
Industry Financial Services
Experience
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

Marc Holloway Marc Holloway Greater Boston Area Details
Marc Holloway's Putnam Investments Experience 1998 - 2001
Job Vice President, Northeast Facilities at Citizens Financial Group, Inc.
Industry Facilities Services
Experience
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

Jeff McManus Jeff McManus Greater Boston Area Details
Jeff McManus's Putnam Investments Experience 2000 - 2004
Job Vice President and Retail Financial Consultant at Rockland Trust Financial Services
Industry Financial Services
Experience
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

Mark Geraigery Mark Geraigery Greater Boston Area Details
Mark Geraigery's Putnam Investments Experience September 1998 - September 2010
Job Director of Investments & Education at Meridien Benefits, Inc.
Industry Financial Services
Experience
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

Paul McKenna, CFP® Paul McKenna, CFP® Greater Boston Area Details
Paul McKenna, CFP®'s Putnam Investments Experience October 2010 - November 2011
Job Vice President, RIA, Family Office & Bank Trust Regional Sales Director at Legg Mason
Industry Financial Services
Experience
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

Lyra Jakabházy Lyra Jakabházy Chicago, Illinois Details
Lyra Jakabházy's Putnam Investments Experience April 2000 - August 2003
Job Independent Design Strategist
Industry Design
Experience
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

Alexis Kanan Alexis Kanan Greater Boston Area Details
Alexis Kanan's Putnam Investments Experience May 2002 - December 2002
Job Sr. Change Management Specialist
Industry Defense & Space
Experience
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

Todd Hedrick Todd Hedrick South Easton, Massachusetts Details
Todd Hedrick's Putnam Investments Experience 1998 - 1999
Job Benefits Specialist at Covidien
Industry Human Resources
Experience
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

Derek Valego Derek Valego Greater Boston Area Details
Derek Valego's Putnam Investments Experience September 2009 - July 2012
Job Third Party Risk Management at Santander Bank, NA
Industry Financial Services
Experience
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

Chris Compean Chris Compean Boston, Massachusetts Details
Chris Compean's Putnam Investments Experience June 2008 - August 2008
Job Education Pioneers Data Analyst Fellow
Industry Education Management
Experience
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

Angela Monsini Angela Monsini Greater Boston Area Details
Angela Monsini's Putnam Investments Experience November 2006 - May 2007
Job Analyst, Complex Securities & Reference Data at PanAgora Asset Management
Industry Financial Services
Experience
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

Courtney Cronin Courtney Cronin Greater Boston Area Details
Courtney Cronin's Putnam Investments Experience June 2014 - July 2014
Job Training Specialist at Empower Retirement
Industry Financial Services
Experience
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

Thomas Washington Jr. Thomas Washington Jr. Andover, Massachusetts Details
Thomas Washington Jr.'s Putnam Investments Experience June 2015 - Present
Job Investor Service Representative at Putnam Investments
Industry Financial Services
Experience
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

Lauren Galloway Lauren Galloway Boston, Massachusetts Details
Lauren Galloway's Putnam Investments Experience July 2014 - August 2014
Job Temporary Legal Assistant at The Community Builders, Inc.
Industry Law Practice
Experience
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

Kate Avallone Kate Avallone Middletown, Rhode Island Details
Kate Avallone's Putnam Investments Experience June 1988 - May 1999
Job Behavior Technician at Pathways Strategic Teaching Center
Industry Primary/Secondary Education
Experience
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

Susan (Boulanger) Katno Susan (Boulanger) Katno Greater Boston Area Details
Susan (Boulanger) Katno's Putnam Investments Experience October 1994 - May 2003
Job Executive Assistant to the President & CEO
Industry Marketing and Advertising
Experience
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

Scott Brogan Scott Brogan Charleston, South Carolina Area Details
Scott Brogan's Putnam Investments Experience August 1986 - June 1994
Job Managing Consultant at BridgePoint, LLC
Industry Management Consulting
Experience
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

Richard Leibovitch Richard Leibovitch New York, New York Details
Richard Leibovitch's Putnam Investments Experience February 1999 - June 2003
Job Managing Partner at Arel Capital
Industry Real Estate
Experience
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

Thomas Bogan Thomas Bogan Boston, Massachusetts Details
Thomas Bogan's Putnam Investments Experience 1994 - 1999
Job Managing Member at Bogan Associates, LLC
Industry Investment Management
Experience
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

Elizabeth Nelson-Cunniff, CCP Elizabeth Nelson-Cunniff, CCP Greater Boston Area Details
Elizabeth Nelson-Cunniff, CCP's Putnam Investments Experience January 2000 - April 2014
Job Vice President, Compensation Manager
Industry Financial Services
Experience
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

Britni Rooney Britni Rooney Burlington, Massachusetts Details
Britni Rooney's Putnam Investments Experience December 2012 - May 2013
Job Business AnalystCSM at SunGard Capital Markets
Industry Financial Services
Experience
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

Christopher Chaves Christopher Chaves Greater Boston Area Details
Christopher Chaves's Putnam Investments Experience October 2010 - May 2011
Job Account Manager South Central Region at Energi Insurance Services, Inc.
Industry Oil & Energy
Experience
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

Anamaria Witkop Anamaria Witkop Greater Boston Area Details
Anamaria Witkop's Putnam Investments Experience March 2015 - Present
Job Analyst at Putnam Investments
Industry Financial Services
Experience
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

Mike Shamon Mike Shamon Boston, Massachusetts Details
Mike Shamon's Putnam Investments Experience August 1997 - December 2004
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
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

Kate Keller Kate Keller Greater Boston Area Details
Kate Keller's Putnam Investments Experience December 2009 - May 2010
Job Mobile Collaboration | Work is No Longer a Place We Go, It's a Thing We Do | Work Better, Live Better
Industry Computer Software
Experience
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

Khizar Qureshi Khizar Qureshi Cambridge, Massachusetts Details
Khizar Qureshi's Putnam Investments Experience June 2014 - August 2014
Job Student at Massachusetts Institute of Technology
Industry Higher Education
Experience
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

John McGaffigan John McGaffigan East Hartford, Connecticut Details
John McGaffigan's Putnam Investments Experience November 2008 - August 2009
Job Associate General Counsel and Compliance Officer at 1st Alliance Lending
Industry Financial Services
Experience
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

David Gudek David Gudek Greater Boston Area Details
David Gudek's Putnam Investments Experience January 2003 - December 2004
Job Account Manager/Recruiter | IT Division | at Technical Needs
Industry Staffing and Recruiting
Experience
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

Kabir Goyal Kabir Goyal Salt Lake City, Utah Details
Kabir Goyal's Putnam Investments Experience 2009 - 2011
Job Associate Portfolio Manager at Wasatch Advisors
Industry Investment Management
Experience
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

Anthony Sutton Anthony Sutton Greater Boston Area Details
Anthony Sutton's Putnam Investments Experience July 2001 - April 2010
Job Portfolio Manager at Redwood Investments
Industry Investment Management
Experience
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

Linda Gillooly Linda Gillooly Raleigh-Durham, North Carolina Area Details
Linda Gillooly's Putnam Investments Experience February 1996 - May 2008
Job Data Processing Specialist
Industry Information Technology and Services
Experience
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

Anthony Gigante Anthony Gigante Atlanta, Georgia Details
Anthony Gigante's Putnam Investments Experience September 2005 - August 2007
Job Strategy Specialist Wealth Strategies Group at Eaton Vance
Industry Investment Management
Experience
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

Anthony Dulude Anthony Dulude Springfield, Massachusetts Area Details
Anthony Dulude's Putnam Investments Experience 1986 - 1988
Job
Industry Real Estate
Experience
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

Fred Barrett Fred Barrett Greater Boston Area Details
Fred Barrett's Putnam Investments Experience May 2005 - May 2008
Job
Industry Computer Software
Experience
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)

Gabriela Greenman Gabriela Greenman Greater Boston Area Details
Gabriela Greenman's Putnam Investments Experience August 2003 - February 2011
Job VP, Equity Analyst at GW&K Investment Management
Industry Investment Management
Experience
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

Kevin Keleher, SPHR, SHRM-SCP Kevin Keleher, SPHR, SHRM-SCP Greater Boston Area Details
Kevin Keleher, SPHR, SHRM-SCP's Putnam Investments Experience 1998 - 2001
Job Senior Human Resources professional delivering business and technical solutions
Industry Human Resources
Experience
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

Brian DeChristopher, CFA Brian DeChristopher, CFA Greater New York City Area Details
Brian DeChristopher, CFA's Putnam Investments Experience July 1999 - November 2008
Job Equity Research Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
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

Kevin Cherry Kevin Cherry Greater Boston Area Details
Kevin Cherry's Putnam Investments Experience October 1997 - September 1999
Job Retirement Plans Senior Account Manager
Industry Financial Services
Experience
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

Len Spivakovsky Len Spivakovsky Greater Boston Area Details
Len Spivakovsky's Putnam Investments Experience 2000 - 2004
Job Structured Products
Industry Financial Services
Experience
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

Andrew Rodger Andrew Rodger Greater Boston Area Details
Andrew Rodger's Putnam Investments Experience May 2002 - May 2003
Job Account Director
Industry Public Relations and Communications
Experience
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

Richard Amster Richard Amster Greater Boston Area Details
Richard Amster's Putnam Investments Experience January 1997 - January 1998
Job Global IT Mgt and Proj Mgt consultant with successful track record now providing crosscultural Exec and Mgt Coaching
Industry Information Technology and Services
Experience
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

Daniel Grana Daniel Grana Greater Boston Area Details
Daniel Grana's Putnam Investments Experience July 1999 - Present
Job Portfolio Manager at Putnam Investments
Industry Financial Services
Experience
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

Mark Kepets Mark Kepets Greater New York City Area Details
Mark Kepets's Putnam Investments Experience January 2007 - July 2011
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
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

Stephanie (Coleman) Rice Stephanie (Coleman) Rice Greater Boston Area Details
Stephanie (Coleman) Rice's Putnam Investments Experience 2002 - 2004
Job Senior Software Architect at Bonaire Software Solutions
Industry Computer Software
Experience
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

Rachel Vega Rachel Vega Greater Boston Area Details
Rachel Vega's Putnam Investments Experience January 2004 - October 2005
Job Assistant to the Director of Facilities at Phillips Academy
Industry Facilities Services
Experience
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.

Maris Cummings Maris Cummings Providence, Rhode Island Area Details
Maris Cummings's Putnam Investments Experience August 2000 - August 2001
Job Freelancer Graphic Designer
Industry Graphic Design
Experience
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

Eugene Shuster Eugene Shuster Greater New York City Area Details
Eugene Shuster's Putnam Investments Experience July 2001 - March 2004
Job Head of Risk Management at Nomura Asset Management
Industry Financial Services
Experience
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

Suzanne Carella Suzanne Carella Greater Boston Area Details
Suzanne Carella's Putnam Investments Experience July 2004 - November 2007
Job Senior Analyst at Vestmark
Industry Financial Services
Experience
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

Hayden Gallary Hayden Gallary San Francisco Bay Area Details
Hayden Gallary's Putnam Investments Experience July 2002 - July 2005
Job Managing Director at Cambridge Associates
Industry Investment Management
Experience
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

Alicia Marvin Alicia Marvin Greater Boston Area Details
Alicia Marvin's Putnam Investments Experience 2002 - 2005
Job Account Manager at Sapphire Solutions
Industry Marketing and Advertising
Experience
Sapphire Solutions   March 2013 - Present
Mercer  February 2007 - January 2012
Mercer  March 2005 - February 2007
Putnam Investments   2002 - 2005

Education
Merrimack College   1998 — 2002

James Nadeau James Nadeau Greater Boston Area Details
James Nadeau's Putnam Investments Experience September 2007 - Present
Job Portfolio Associate, Putnam Investments
Industry Investment Banking
Experience
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

Karalyn Bere Karalyn Bere Boston, Massachusetts Details
Karalyn Bere's Putnam Investments Experience October 2005 - February 2007
Job Senior Accountant at Tufts Medical Center
Industry Hospital & Health Care
Experience
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

Richard B. Weed, CFA Richard B. Weed, CFA Greater Boston Area Details
Richard B. Weed, CFA's Putnam Investments Experience December 2000 - December 2008
Job Senior Vice President at Mackenzie Investments
Industry Investment Management
Experience
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

Christine Jantz Christine Jantz Greater Boston Area Details
Christine Jantz's Putnam Investments Experience 1999 - 2000
Job President and Portfolio Manager
Industry Financial Services
Experience
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

Andrea DeRosa Andrea DeRosa Greater Boston Area Details
Andrea DeRosa's Putnam Investments Experience January 2007 - March 2011
Job Section Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management  March 2011 - Present
Putnam Investments   January 2007 - March 2011

Education
Merrimack College   2001 — 2005

Madivada Suresh Madivada Suresh Greater Boston Area Details
Madivada Suresh's Putnam Investments Experience 2001 - Present
Job Assistant Vice President at Putnam Investments
Industry Information Technology and Services
Experience
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

Janice Heller Janice Heller Greater Boston Area Details
Janice Heller's Putnam Investments Experience 1995 - 1998
Job HR Consultant at J. Heller Consulting
Industry Human Resources
Experience
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

Bob Roderick Bob Roderick Greater Boston Area Details
Bob Roderick's Putnam Investments Experience August 1997 - August 2003
Job Financial Services Professional
Industry Financial Services
Experience
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

Andrea DiTonno Andrea DiTonno Greater Boston Area Details
Andrea DiTonno's Putnam Investments Experience December 1999 - August 2000
Job Marketing and Business Development
Industry Marketing and Advertising
Experience
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

Mary Ann Gangemi Mary Ann Gangemi Greater Boston Area Details
Mary Ann Gangemi's Putnam Investments Experience September 1999 - March 2000
Job Program Coordinator at Commonwealth of Massachusetts
Industry Government Administration
Experience
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

Sheryl Mindick-Jackson Sheryl Mindick-Jackson Greater Boston Area Details
Sheryl Mindick-Jackson's Putnam Investments Experience November 2001 - Present
Job Administrative Assistant II
Industry Financial Services
Experience
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

Kathy Ethier Kathy Ethier Greater Boston Area Details
Kathy Ethier's Putnam Investments Experience February 1995 - February 2009
Job International Documentation at International Forest Products
Industry Financial Services
Experience
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

Jeff Casale Jeff Casale Greater Boston Area Details
Jeff Casale's Putnam Investments Experience September 1999 - February 2009
Job Regional Marketing Director
Industry Financial Services
Experience
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

Kellie (Mixon) Shea Kellie (Mixon) Shea Greater Boston Area Details
Kellie (Mixon) Shea's Putnam Investments Experience April 2006 - February 2009
Job Campaign Manager at eBay Enterprise Marketing Solutions
Industry Marketing and Advertising
Experience
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

Larry Botchie Larry Botchie Greater Boston Area Details
Larry Botchie's Putnam Investments Experience October 2003 - October 2007
Job Sr. Applications Analyst at TD Bank, America's Most Convenient Bank
Industry Information Technology and Services
Experience
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

Sophia H. Ru, CFA Sophia H. Ru, CFA New York, New York Details
Sophia H. Ru, CFA's Putnam Investments Experience 2005 - 2008
Job Founder and Chief Investment Officer at Beaconpost Capital Management
Industry Investment Management
Experience
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

Morgan Coyne Morgan Coyne Greater Boston Area Details
Morgan Coyne's Putnam Investments Experience September 2007 - September 2008
Job Results Oriented Craft Spirits & Beer Sales Representative
Industry Wine and Spirits
Experience
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

Deirdre Doolan Deirdre Doolan Greater Boston Area Details
Deirdre Doolan's Putnam Investments Experience PrincipalGlobal Information ResourcesMarch 1996 - September 2003
Job Sr. Software Developer/Analyst at Putnam Investments
Industry Investment Management
Experience
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

Ellen Hazen, CFA Ellen Hazen, CFA Greater Boston Area Details
Ellen Hazen, CFA's Putnam Investments Experience September 1996 - June 1999
Job Portfolio Manager at F.L.Putnam Investment Management Company
Industry Investment Management
Experience
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

Holly Kingkade Holly Kingkade Greater Boston Area Details
Holly Kingkade's Putnam Investments Experience March 1997 - October 2009
Job Financial Services Professional
Industry Financial Services
Experience
Putnam Investments   March 1997 - October 2009

Education
Massachusetts College of Liberal Arts   1989 — 1993
Bachelors, Psychology

Brigitte Ting Brigitte Ting Greater Boston Area Details
Brigitte Ting's Putnam Investments Experience 2009 - Present
Job Freelance Graphic Designer at Putnam Investments
Industry Design
Experience
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.)

Andrew Kohl Andrew Kohl Greater New York City Area Details
Andrew Kohl's Putnam Investments Experience 1998 - 2001
Job Portfolio Manager at Alpine Woods Capital Investors
Industry Financial Services
Experience
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

Serginio Sylvain Serginio Sylvain Greater New York City Area Details
Serginio Sylvain's Putnam Investments Experience July 2008 - July 2010
Job Economics Ph.D, University of Chicago
Industry Capital Markets
Experience
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

Amrutha Raja Amrutha Raja Greater Boston Area Details
Amrutha Raja's Putnam Investments Experience February 1997 - November 1998
Job Sr. DBA at BIDMC
Industry Hospital & Health Care
Experience
BIDMC  November 1998 - Present
Putnam Investments   February 1997 - November 1998

Education
Memorial University of Newfoundland   1991 — 1997
Ph.D/MS, Physics - Computer Modeling

Rafael Cabral Rafael Cabral Greater Boston Area Details
Rafael Cabral's Putnam Investments Experience December 2013 - Present
Job Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
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

Brendan Burke, CRPC® Brendan Burke, CRPC® Greater Boston Area Details
Brendan Burke, CRPC®'s Putnam Investments Experience September 2009 - August 2010
Job Internal Business Consultant at John Hancock Investments
Industry Financial Services
Experience
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

Robert Harrris Robert Harrris Greater Boston Area Details
Robert Harrris's Putnam Investments Experience July 2006 - Present
Job Software Architect at Putnam Investments
Industry Financial Services
Experience
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

Christopher N. Smith, CFA Christopher N. Smith, CFA Greater Boston Area Details
Christopher N. Smith, CFA's Putnam Investments Experience June 2005 - September 2005
Job Fixed Income Portfolio Specialist at Manulife Asset Management
Industry Investment Management
Experience
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

Daniel Klim Daniel Klim Greater Boston Area Details
Daniel Klim's Putnam Investments Experience 2005 - March 2010
Job Financial Services Professional
Industry Financial Services
Experience
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

Molly Schaeffer Molly Schaeffer Greater Boston Area Details
Molly Schaeffer's Putnam Investments Experience 1996 - 2001
Job President at Beyond the Box Solutions, Inc.
Industry Hospital & Health Care
Experience
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

Olivier Desmarais Olivier Desmarais Montreal, Canada Area Details
Olivier Desmarais's Putnam Investments Experience 2010 - 2013
Job Credit Research Associateat Putnam Investments
Industry Financial Services
Experience
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

Benjamin Preusse Benjamin Preusse Greater Boston Area Details
Benjamin Preusse's Putnam Investments Experience October 2011 - September 2012
Job Regulatory Admin Associate at BNY Mellon
Industry Financial Services
Experience
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

Samuel Iler Samuel Iler Boston, Massachusetts Details
Samuel Iler's Putnam Investments Experience June 1992 - September 1993
Job Operations Specialist
Industry Information Technology and Services
Experience
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

Colleen Chapman Colleen Chapman Fort Myers, Florida Area Details
Colleen Chapman's Putnam Investments Experience 2000 - 2003
Job Senior Accountant at Gartner
Industry Information Technology and Services
Experience
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

Brad McMenamon Brad McMenamon Methuen, Massachusetts Details
Brad McMenamon's Putnam Investments Experience January 1997 - October 1998
Job Senior Analyst – Fund of Fund Operations at Fidelity Investments
Industry Financial Services
Experience
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

Martin Lemaire Martin Lemaire Cambridge, Massachusetts Details
Martin Lemaire's Putnam Investments Experience June 2013 - June 2015
Job Quantitative Investment Associate at Putnam Investments
Industry Financial Services
Experience
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

Hazel Peavey Hazel Peavey Franklin, Massachusetts Details
Hazel Peavey's Putnam Investments Experience September 1995 - October 2012
Job Customer Service Representative
Industry Medical Devices
Experience
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

Lee Rosenbaum Lee Rosenbaum Concord, Massachusetts Details
Lee Rosenbaum's Putnam Investments Experience 2006 - 2008
Job Portfolio Manager/Global Equity Opportunities
Industry Investment Management
Experience
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

Adam Chao Adam Chao Cambridge, Massachusetts Details
Adam Chao's Putnam Investments Experience July 2012 - Present
Job Analyst at Putnam Investments
Industry Financial Services
Experience
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

Darlene Souza Darlene Souza Brockton, Massachusetts Details
Darlene Souza's Putnam Investments Experience February 1996 - March 1998
Job Financial Services Professional
Industry Financial Services
Experience
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

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