Putnam Investments
Description
Putnam Investments is a privately owned investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Parent organization: Great-West Lifeco Customer service: 00 1 617-292-1000 Number of employees: 1,700+ CEO: Robert L. Reynolds (1 Jul 2008–) Headquarters: Boston, Massachusetts, United States Subsidiaries: PanAgora Asset Management, Inc.,
Putnam Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Putnam Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Putnam Investments Salaries. You can even request information on how much does Putnam Investments pay if you want to. Learn about salaries, pros and cons of working for Putnam Investments directly from the past employees.
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5,113 Putnam Investments employees in database. Find out everything there's to know about Putnam Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Putnam Investments Employees
Employee
Years
Job
Industry
David Lifsitz David Lifsitz's Putnam Investments Experience January 1991 - March 2001
Job
Industry Financial Services
Experience
Liberty Mutual Insurance February 2010 - Present
Liberty Mutual Insurance November 2001 - January 2010
Putnam Investments January 1991 - March 2001
The Royal Group Advertising June 1988 - January 1991
Skills
Direct Marketing, Integrated Marketing, Strategy, Management, Graphic Design, Creative Writing, Corporate Communications, Email Marketing, Creative Direction, Internal Communications, Advertising, Marketing Strategy, Marketing Communications, Marketing, Strategic Communications, Strategic Planning, Newsletters, Social Media Marketing, Digital Marketing, Leadership, Social Media
Education
Michigan State University 1980 — 1984
Bachelor of Arts (B.A.), Marketing
Liberty Mutual Insurance February 2010 - Present
Liberty Mutual Insurance November 2001 - January 2010
Putnam Investments January 1991 - March 2001
The Royal Group Advertising June 1988 - January 1991
Skills
Direct Marketing, Integrated Marketing, Strategy, Management, Graphic Design, Creative Writing, Corporate Communications, Email Marketing, Creative Direction, Internal Communications, Advertising, Marketing Strategy, Marketing Communications, Marketing, Strategic Communications, Strategic Planning, Newsletters, Social Media Marketing, Digital Marketing, Leadership, Social Media
Education
Michigan State University 1980 — 1984
Bachelor of Arts (B.A.), Marketing
Debra Manjourides Debra Manjourides's Putnam Investments Experience February 1997 - July 2004
Job Executive Assistant Currently seeking a new position
Industry Design
Experience
Currently seeking a new position June 2014 - Present
Kodiak Venture Partners August 2004 - May 2014
Putnam Investments February 1997 - July 2004
Hybridon 1995 - 1997
EG&G 1993 - 1995
ADP 1987 - 1993
Skills
Administrative..., Outlook, Time Management, Office Management, Calendars, Travel Arrangements, Microsoft Office, Marketing, Event Planning, Project Management, Organized Multi-tasker, Venture Capital, Strategic Planning, Management, Sales, Confidentiality, Start-ups, Customer Service, Budgets, Payroll, Leadership
Education
Middlesex Community College 1985 — 1987
Associate of Science (A.S.), Office Mgmt; Exec. Assistant
Currently seeking a new position June 2014 - Present
Kodiak Venture Partners August 2004 - May 2014
Putnam Investments February 1997 - July 2004
Hybridon 1995 - 1997
EG&G 1993 - 1995
ADP 1987 - 1993
Skills
Administrative..., Outlook, Time Management, Office Management, Calendars, Travel Arrangements, Microsoft Office, Marketing, Event Planning, Project Management, Organized Multi-tasker, Venture Capital, Strategic Planning, Management, Sales, Confidentiality, Start-ups, Customer Service, Budgets, Payroll, Leadership
Education
Middlesex Community College 1985 — 1987
Associate of Science (A.S.), Office Mgmt; Exec. Assistant
Danielle Tedesco Danielle Tedesco's Putnam Investments Experience March 2010 - January 2011
Job Office Manager & Executive Assistant at NetSuite
Industry Computer Software
Experience
NetSuite January 2011 - Present
Putnam Investments March 2010 - January 2011
Putnam Investments June 2007 - March 2010
Education
Merrimack College 2003 — 2007
Bachelor of Arts (B.A.), Communication, General
NetSuite January 2011 - Present
Putnam Investments March 2010 - January 2011
Putnam Investments June 2007 - March 2010
Education
Merrimack College 2003 — 2007
Bachelor of Arts (B.A.), Communication, General
Jonathan Ramsey's Putnam Investments Experience 2005 - 2007
Job Senior Compliance Adviser at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Kraft Sports Production April 2002 - Present
Bank of America January 2012 - March 2013
Bank of America September 2008 - December 2011
Robeco Investment Management May 2007 - August 2008
Putnam Investments 2005 - 2007
Skills
Trading, Asset Allocation, Bloomberg, Fixed Income, Investments, Series 7, Securities, Mutual Funds, Equities
Education
Merrimack College 2000 — 2004
BS, Finance
Fidelity Investments March 2013 - Present
Kraft Sports Production April 2002 - Present
Bank of America January 2012 - March 2013
Bank of America September 2008 - December 2011
Robeco Investment Management May 2007 - August 2008
Putnam Investments 2005 - 2007
Skills
Trading, Asset Allocation, Bloomberg, Fixed Income, Investments, Series 7, Securities, Mutual Funds, Equities
Education
Merrimack College 2000 — 2004
BS, Finance
Dean Stelow Dean Stelow's Putnam Investments Experience 1992 - 1995
Job Vice President & CTO, Software Developer at GHE Inc.
Industry Computer Software
Experience
GHE Inc. February 2013 - Present
Nordev Inc 1996 - January 2015
Putnam Investments 1992 - 1995
KPMG Peat Marwick (nka Deloitte LLP) 1990 - 1991
New England Electric System (nka National Grid) 1988 - 1990
KPMG Peat Marwick (nka Deloitte LLP) 1987 - 1988
USAF 1982 - 1987
Skills
C#, ASP.NET, .NET, Microsoft SQL Server, Visual Studio, SQL, Software Development, JavaScript, VB.NET, Agile Methodologies, WCF, SharePoint, XML, Silverlight, Database Design, Java, SSRS, Web Services, LINQ, ASP.NET MVC
Education
University of Wyoming 1984 — 1987
Masters, Business Administration
Michigan Technological University 1977 — 1982
BS, Mechanical Engineering
GHE Inc. February 2013 - Present
Nordev Inc 1996 - January 2015
Putnam Investments 1992 - 1995
KPMG Peat Marwick (nka Deloitte LLP) 1990 - 1991
New England Electric System (nka National Grid) 1988 - 1990
KPMG Peat Marwick (nka Deloitte LLP) 1987 - 1988
USAF 1982 - 1987
Skills
C#, ASP.NET, .NET, Microsoft SQL Server, Visual Studio, SQL, Software Development, JavaScript, VB.NET, Agile Methodologies, WCF, SharePoint, XML, Silverlight, Database Design, Java, SSRS, Web Services, LINQ, ASP.NET MVC
Education
University of Wyoming 1984 — 1987
Masters, Business Administration
Michigan Technological University 1977 — 1982
BS, Mechanical Engineering
Laurie Cantwell Laurie Cantwell's Putnam Investments Experience 1995 - 2008
Job Data Analysis and Reporting Professional
Industry Information Services
Experience
Putnam Investments 1995 - 2008
Unisys Corporation April 1991 - March 1994
Unisys Corporation and H.H. Aerospace Design Co., Inc. March 1987 - April 1991
Skills
PL/SQL, Software Documentation, Unix, Databases, Oracle, Program Management, Analysis, Database Design, Microsoft Excel, SQL, Business Analysis, Documentation, Data Analysis, Business Requirements, Technical Support, SDLC
Education
Oracle Corporation 1992 — 1994
Merrimack College 1982 — 1987
Bachelor of Science (B.S.), Computer Science
Putnam Investments 1995 - 2008
Unisys Corporation April 1991 - March 1994
Unisys Corporation and H.H. Aerospace Design Co., Inc. March 1987 - April 1991
Skills
PL/SQL, Software Documentation, Unix, Databases, Oracle, Program Management, Analysis, Database Design, Microsoft Excel, SQL, Business Analysis, Documentation, Data Analysis, Business Requirements, Technical Support, SDLC
Education
Oracle Corporation 1992 — 1994
Merrimack College 1982 — 1987
Bachelor of Science (B.S.), Computer Science
Antry Tavarez Antry Tavarez's Putnam Investments Experience July 2012 - October 2013
Job Treasury Analyst at Fresenius Medical Care
Industry Financial Services
Experience
Fresenius Medical Care November 2013 - Present
Putnam Investments July 2012 - October 2013
Putnam Investments January 2011 - July 2012
Client Service Representative October 2007 - January 2011
Mortgage Coordinator March 2006 - June 2007
Skills
TA2000, DST Technologies, Microsoft Office 2010..., Excellent mathematical..., Mutual Funds, Microsoft Excel, PowerPoint, Process Improvement, Financial Analysis, Accounting, Financial Services, Account Reconciliation, Investments, Finance
Education
University of Massachusetts at Lowell 2009 — 2011
Bachelor of Science, Finance
Middlesex Community College 2007 — 2009
Associate Degree, Business Administration
Fresenius Medical Care November 2013 - Present
Putnam Investments July 2012 - October 2013
Putnam Investments January 2011 - July 2012
Client Service Representative October 2007 - January 2011
Mortgage Coordinator March 2006 - June 2007
Skills
TA2000, DST Technologies, Microsoft Office 2010..., Excellent mathematical..., Mutual Funds, Microsoft Excel, PowerPoint, Process Improvement, Financial Analysis, Accounting, Financial Services, Account Reconciliation, Investments, Finance
Education
University of Massachusetts at Lowell 2009 — 2011
Bachelor of Science, Finance
Middlesex Community College 2007 — 2009
Associate Degree, Business Administration
Jennifer Blair's Putnam Investments Experience February 1999 - August 2002
Job Territory Sales Manager and Field Sales Trainer at Alcon
Industry Medical Devices
Experience
Alcon Vision Care May 2007 - Present
The Bowdoin Group,Inc July 2006 - February 2007
Becton, Dickinson & Company December 2005 - July 2006
Eli Lilly & Company January 2004 - October 2005
HSBC Brokerage August 2002 - September 2003
Putnam Investments February 1999 - August 2002
Skills
Product Launch, Medical Devices, Marketing Management, Sales Operations, Marketing Strategy, Selling, Sales Force Development, Sales, Selling Skills, New Business Development, Sales Management, Marketing, Account Management, Sales Presentations, Management
Education
Merrimack College 1994 — 1998
BS, Business Administration, Sports Medicine
Alcon Vision Care May 2007 - Present
The Bowdoin Group,Inc July 2006 - February 2007
Becton, Dickinson & Company December 2005 - July 2006
Eli Lilly & Company January 2004 - October 2005
HSBC Brokerage August 2002 - September 2003
Putnam Investments February 1999 - August 2002
Skills
Product Launch, Medical Devices, Marketing Management, Sales Operations, Marketing Strategy, Selling, Sales Force Development, Sales, Selling Skills, New Business Development, Sales Management, Marketing, Account Management, Sales Presentations, Management
Education
Merrimack College 1994 — 1998
BS, Business Administration, Sports Medicine
Donnie Aylward Donnie Aylward's Putnam Investments Experience December 2007 - November 2013
Job Workforce Analyst at MFS Investments
Industry Financial Services
Experience
MFS Investment Management November 2013 - Present
Putnam Investments December 2007 - November 2013
Putnam Investments December 2007 - May 2008
Skills
Analytics, Microsoft Excel, Reports, Account Management, Negotiation, Workforce Management, Direct Sales, Management, Training, General Ledger, Time Management, Financial Services, Relationship Management, Finance
Education
Merrimack College 2003 — 2008
Bachelor of Science (BS), Marketing/Economics
Bridgton Academy 2002 — 2003
MFS Investment Management November 2013 - Present
Putnam Investments December 2007 - November 2013
Putnam Investments December 2007 - May 2008
Skills
Analytics, Microsoft Excel, Reports, Account Management, Negotiation, Workforce Management, Direct Sales, Management, Training, General Ledger, Time Management, Financial Services, Relationship Management, Finance
Education
Merrimack College 2003 — 2008
Bachelor of Science (BS), Marketing/Economics
Bridgton Academy 2002 — 2003
Garrett Boyd Garrett Boyd's Putnam Investments Experience March 2014 - Present
Job Data Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments March 2014 - Present
State Street December 2012 - February 2014
State Street June 2011 - December 2012
Skills
Microsoft Office, Excel, PowerPoint, Word, Customer Service, Bloomberg, Microsoft Word, Microsoft Excel, Financial Analysis, Analysis, Access, Financial Reporting, Outlook
Education
Merrimack College 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Putnam Investments March 2014 - Present
State Street December 2012 - February 2014
State Street June 2011 - December 2012
Skills
Microsoft Office, Excel, PowerPoint, Word, Customer Service, Bloomberg, Microsoft Word, Microsoft Excel, Financial Analysis, Analysis, Access, Financial Reporting, Outlook
Education
Merrimack College 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Chris Semus's Putnam Investments Experience August 2010 - May 2011
Job Financial Analyst at Inspira LIFE
Industry Financial Services
Experience
Inspira Health Network LIFE June 2012 - May 2015
Great-West Life & Anuuities September 2011 - January 2012
Putnam Investments August 2010 - May 2011
Merrimack College December 2009 - May 2011
Skills
Excel, Mutual Funds, Investments, Financial Analysis, Financial Modeling, Word, Corporate Finance, Business Planning, Customer Service, Forecasting, Research, Accounting, Financial Reporting
Education
Northeastern University 2015 — 2016
MSA/MBA, Accounting and Business/Management
Merrimack College 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, 3.9
Inspira Health Network LIFE June 2012 - May 2015
Great-West Life & Anuuities September 2011 - January 2012
Putnam Investments August 2010 - May 2011
Merrimack College December 2009 - May 2011
Skills
Excel, Mutual Funds, Investments, Financial Analysis, Financial Modeling, Word, Corporate Finance, Business Planning, Customer Service, Forecasting, Research, Accounting, Financial Reporting
Education
Northeastern University 2015 — 2016
MSA/MBA, Accounting and Business/Management
Merrimack College 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, 3.9
Michelle Gaspar's Putnam Investments Experience March 2015 - Present
Job Sr. Human Resources Representative at Putnam Investments
Industry Human Resources
Experience
Putnam Investments March 2015 - Present
Putnam Investments September 2012 - Present
Putnam Investments August 2011 - September 2012
Putnam Investments May 2010 - August 2011
Putnam Investments August 2007 - May 2010
Putnam Investments October 2006 - August 2007
Skills
401k, Defined Contribution, Financial Services, Mutual Funds, Employee Benefits, Employee Relations, Interviews, Staff Development, Career Development..., Human Resources, College Recruiting, Retirement, Relationship Management, Call Centers, Benefits Administration, Wealth Management, Investments, New Hire Orientations, Retirement Planning, IRAs, Applicant Tracking..., Onboarding
Education
St. Joseph's College (ME) 2002 — 2006
BA, Sociology
Merrimack College 2010 — 2010
SHRM Learning System Course/Certificate
Putnam Investments March 2015 - Present
Putnam Investments September 2012 - Present
Putnam Investments August 2011 - September 2012
Putnam Investments May 2010 - August 2011
Putnam Investments August 2007 - May 2010
Putnam Investments October 2006 - August 2007
Skills
401k, Defined Contribution, Financial Services, Mutual Funds, Employee Benefits, Employee Relations, Interviews, Staff Development, Career Development..., Human Resources, College Recruiting, Retirement, Relationship Management, Call Centers, Benefits Administration, Wealth Management, Investments, New Hire Orientations, Retirement Planning, IRAs, Applicant Tracking..., Onboarding
Education
St. Joseph's College (ME) 2002 — 2006
BA, Sociology
Merrimack College 2010 — 2010
SHRM Learning System Course/Certificate
Fred Carter Jr. Fred Carter Jr.'s Putnam Investments Experience February 2002 - February 2005
Job Financial Controller Global Key Accounts
Industry Biotechnology
Experience
Merck Millipore February 2015 - Present
Merck Millipore January 2014 - February 2015
Merck Millipore October 2011 - December 2013
Bard Electrophysiology February 2008 - October 2011
Fidelity ActionsXchange February 2005 - February 2008
Putnam Investments February 2002 - February 2005
Skills
Financial Modeling, CRM, Data Analysis, Process Improvement, Financial Analysis, Salesforce.com, Forecasting, Training, Analysis, Leadership, Finance, Sales, Customer Service, Access, Management, Product Development, SAP, Cross-functional Team..., Competitive Analysis, Product Launch, Microsoft Excel, Business Planning
Education
Merrimack College 2000 — 2005
Bachelor's Degree, Finance
Merck Millipore February 2015 - Present
Merck Millipore January 2014 - February 2015
Merck Millipore October 2011 - December 2013
Bard Electrophysiology February 2008 - October 2011
Fidelity ActionsXchange February 2005 - February 2008
Putnam Investments February 2002 - February 2005
Skills
Financial Modeling, CRM, Data Analysis, Process Improvement, Financial Analysis, Salesforce.com, Forecasting, Training, Analysis, Leadership, Finance, Sales, Customer Service, Access, Management, Product Development, SAP, Cross-functional Team..., Competitive Analysis, Product Launch, Microsoft Excel, Business Planning
Education
Merrimack College 2000 — 2005
Bachelor's Degree, Finance
Brett Gasper Brett Gasper's Putnam Investments Experience April 2001 - February 2003
Job Senior Vice President Wealth Management with The Gasper Financial Group at UBS
Industry Financial Services
Experience
UBS February 2003 - Present
Detroit Country Day School September 2007 - February 2014
Putnam Investments April 2001 - February 2003
Education
The University of Chicago - Booth School of Business 2012 — 2012
Certified Private Wealth Advisor Program
Michigan State University 1996 — 2000
Bachelor of Science, Finance
Michigan State University - The Eli Broad College of Business 1996 — 2000
Bachelors of Science, Finance
Detroit Country Day School 1994 — 1996
High School
UBS February 2003 - Present
Detroit Country Day School September 2007 - February 2014
Putnam Investments April 2001 - February 2003
Education
The University of Chicago - Booth School of Business 2012 — 2012
Certified Private Wealth Advisor Program
Michigan State University 1996 — 2000
Bachelor of Science, Finance
Michigan State University - The Eli Broad College of Business 1996 — 2000
Bachelors of Science, Finance
Detroit Country Day School 1994 — 1996
High School
Kristen Connolly Kristen Connolly's Putnam Investments Experience July 2015 - Present
Job HR Coordinator at Putnam Investments
Industry Management Consulting
Experience
Putnam Investments July 2015 - Present
Putnam Investments December 2014 - June 2015
Sunbanque Tanning Salon January 2012 - November 2014
Ashburnham-Westminster Regional School District December 2013 - May 2014
Victoria Secret December 2011 - January 2014
Skills
Strong organizational..., Close attention to..., Resilient in..., Excellent communication..., Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Time Management, Leadership, Research, Event Planning, Facebook, Team Leadership, Sales, Public Speaking, Social Networking
Education
Merrimack College 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Oakmont Regional High School 2007 — 2011
Putnam Investments July 2015 - Present
Putnam Investments December 2014 - June 2015
Sunbanque Tanning Salon January 2012 - November 2014
Ashburnham-Westminster Regional School District December 2013 - May 2014
Victoria Secret December 2011 - January 2014
Skills
Strong organizational..., Close attention to..., Resilient in..., Excellent communication..., Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Time Management, Leadership, Research, Event Planning, Facebook, Team Leadership, Sales, Public Speaking, Social Networking
Education
Merrimack College 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Oakmont Regional High School 2007 — 2011
Salvatore Della Grotta Jr. Salvatore Della Grotta Jr.'s Putnam Investments Experience October 2006 - February 2009
Job Product Manager at Scivantage
Industry Computer Software
Experience
Scivantage January 2014 - Present
Scivantage January 2012 - January 2014
Scivantage January 2010 - January 2012
Putnam Investments October 2006 - February 2009
Fidelity Investments May 2004 - October 2006
Skills
Fixed Income, Equities, Bloomberg, Derivatives, Trading, Mutual Funds, Portfolio Management, Investments, Securities, Financial Services, Corporate Actions, Financial Risk, Middle Office, Hedge Funds, Back Office, Product Management, Market Data, Trading Systems, Bonds, Capital Markets
Education
Merrimack College 1999 — 2004
Bachelor of Science, Business Administration; International Business & Finance
Scivantage January 2014 - Present
Scivantage January 2012 - January 2014
Scivantage January 2010 - January 2012
Putnam Investments October 2006 - February 2009
Fidelity Investments May 2004 - October 2006
Skills
Fixed Income, Equities, Bloomberg, Derivatives, Trading, Mutual Funds, Portfolio Management, Investments, Securities, Financial Services, Corporate Actions, Financial Risk, Middle Office, Hedge Funds, Back Office, Product Management, Market Data, Trading Systems, Bonds, Capital Markets
Education
Merrimack College 1999 — 2004
Bachelor of Science, Business Administration; International Business & Finance
Jean Sievert, CFA Jean Sievert, CFA's Putnam Investments Experience 1998 - 2012
Job Director of Research at Rock Point Advisors
Industry Investment Management
Experience
Rock Point Advisors March 2013 - Present
Putnam Investments 1998 - 2012
Salomon Brothers 1996 - 1998
Lehman Brothers 1987 - 1995
Goldman Sachs 1982 - 1986
Skills
Series 7, Series 63, Bloomberg, Alternative Investments, Asset Allocation, Asset Management, Investment Strategies
Education
New York University 1980 — 1982
MBA, Finance
Middlebury College 1976 — 1980
BA, Economics, German
Rock Point Advisors March 2013 - Present
Putnam Investments 1998 - 2012
Salomon Brothers 1996 - 1998
Lehman Brothers 1987 - 1995
Goldman Sachs 1982 - 1986
Skills
Series 7, Series 63, Bloomberg, Alternative Investments, Asset Allocation, Asset Management, Investment Strategies
Education
New York University 1980 — 1982
MBA, Finance
Middlebury College 1976 — 1980
BA, Economics, German
Petros Voulgaris Petros Voulgaris's Putnam Investments Experience 2000 - 2003
Job Research Analyst at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management 2003 - Present
Putnam Investments 2000 - 2003
Skills
Fixed Income, Derivatives, Financial Modeling, Bloomberg, Structured Finance, CDO, Credit Analysis, Alternative Investments, CMBS, Risk Management, Real Estate, Quantitative Research, Municipal Bonds, RMBS, Tobacco, Trepp, Intex
Education
Merrimack College
Quadruple Concentration: International Business, Finance, Economics and Marketing
MFS Investment Management 2003 - Present
Putnam Investments 2000 - 2003
Skills
Fixed Income, Derivatives, Financial Modeling, Bloomberg, Structured Finance, CDO, Credit Analysis, Alternative Investments, CMBS, Risk Management, Real Estate, Quantitative Research, Municipal Bonds, RMBS, Tobacco, Trepp, Intex
Education
Merrimack College
Quadruple Concentration: International Business, Finance, Economics and Marketing
Christian Noel Christian Noel's Putnam Investments Experience September 2003 - May 2004
Job ECommerce Specialist at EMD Millipore
Industry Marketing and Advertising
Experience
EMD Millipore April 2015 - Present
Bridgeline Digital March 2013 - October 2014
Monster.com June 2011 - December 2012
HCPro, Inc. August 2010 - February 2011
Polar Design December 2007 - June 2010
Polar Design September 2006 - December 2007
Olympus NDT July 2004 - January 2006
Putnam Investments September 2003 - May 2004
ESD Systems July 1999 - June 2003
Skills
Google Analytics, SEO, WordPress, Joomla, WordTracker, SugarCRM, Silverstripe, Microsoft Office, Goldmine, Google Adwords, SEM, IIS SEO Toolkit, Omniture, Authority Labs, Online Marketing, Social Media Marketing, Web Analytics, PPC, Link Building, Organic Search, WebTrends, ecommerce, Social Media, E-commerce, Content Management, Web Marketing, Lead Generation, Landing Page..., Conversion Optimization, Web Content Management, Google Webmaster Tools, Web Design, Analytics, Search Advertising
Education
University of Massachusetts at Lowell 2006 — 2015
Bachelor, Poltical Science
Middlesex Community College 1999 — 2002
Associate, Business Administration
EMD Millipore April 2015 - Present
Bridgeline Digital March 2013 - October 2014
Monster.com June 2011 - December 2012
HCPro, Inc. August 2010 - February 2011
Polar Design December 2007 - June 2010
Polar Design September 2006 - December 2007
Olympus NDT July 2004 - January 2006
Putnam Investments September 2003 - May 2004
ESD Systems July 1999 - June 2003
Skills
Google Analytics, SEO, WordPress, Joomla, WordTracker, SugarCRM, Silverstripe, Microsoft Office, Goldmine, Google Adwords, SEM, IIS SEO Toolkit, Omniture, Authority Labs, Online Marketing, Social Media Marketing, Web Analytics, PPC, Link Building, Organic Search, WebTrends, ecommerce, Social Media, E-commerce, Content Management, Web Marketing, Lead Generation, Landing Page..., Conversion Optimization, Web Content Management, Google Webmaster Tools, Web Design, Analytics, Search Advertising
Education
University of Massachusetts at Lowell 2006 — 2015
Bachelor, Poltical Science
Middlesex Community College 1999 — 2002
Associate, Business Administration
Junior Ruiz's Putnam Investments Experience 2007 - 2007
Job Lab Tech/Fixed Asset Coordinator at IBM
Industry Information Technology and Services
Experience
IBM Mass Lab 2011 - Present
Raytheon IDS May 2009 - January 2010
CompuCom May 2009 - January 2010
Putnam Investments 2007 - 2007
Education
University of Massachusetts at Lowell 2009 — 2011
Bachelor's in Science, Information Technology
Middlesex Community College 2006 — 2009
Associates in Science, Information Technology
IBM Mass Lab 2011 - Present
Raytheon IDS May 2009 - January 2010
CompuCom May 2009 - January 2010
Putnam Investments 2007 - 2007
Education
University of Massachusetts at Lowell 2009 — 2011
Bachelor's in Science, Information Technology
Middlesex Community College 2006 — 2009
Associates in Science, Information Technology
dennis frongillo dennis frongillo's Putnam Investments Experience June 2007 - September 2009
Job Mail Processor at TD
Industry Financial Services
Experience
TD August 2015 - Present
All Pro Productions October 2009 - August 2015
www.redgateauto.com September 2008 - September 2010
Putnam Investments June 2007 - September 2009
River Bank f.k.a Lawrence Savings Bank 1999 - 2007
Skills
Microsoft Office, Excel, Word, Customer Relations, Windows, Photoshop, Social Media, PowerPoint, Outlook, Operating Systems, Problem Solving, Microsoft Excel, Customer Service, Access, HTML, Budgets, Marketing, C, Public Relations, Customer Satisfaction, Team Building, Supervisory Skills, Project Management, Sales, Negotiation, Process Improvement, New Business Development, Troubleshooting, Analysis, SAP, Management, System Administration, Microsoft Word, Program Management, English, Software Documentation, Teamwork, Leadership
Education
Middlesex Community College 2014 — 2017
Associates, IT Studies, 3.0 GPA
New England College of Business and Finance 2002 — 2004
Associate of Arts (A.A.), Banking and Financial Support Services
TD August 2015 - Present
All Pro Productions October 2009 - August 2015
www.redgateauto.com September 2008 - September 2010
Putnam Investments June 2007 - September 2009
River Bank f.k.a Lawrence Savings Bank 1999 - 2007
Skills
Microsoft Office, Excel, Word, Customer Relations, Windows, Photoshop, Social Media, PowerPoint, Outlook, Operating Systems, Problem Solving, Microsoft Excel, Customer Service, Access, HTML, Budgets, Marketing, C, Public Relations, Customer Satisfaction, Team Building, Supervisory Skills, Project Management, Sales, Negotiation, Process Improvement, New Business Development, Troubleshooting, Analysis, SAP, Management, System Administration, Microsoft Word, Program Management, English, Software Documentation, Teamwork, Leadership
Education
Middlesex Community College 2014 — 2017
Associates, IT Studies, 3.0 GPA
New England College of Business and Finance 2002 — 2004
Associate of Arts (A.A.), Banking and Financial Support Services
Melinda Malik, M.S., M.Ed. Melinda Malik, M.S., M.Ed.'s Putnam Investments Experience 2002 - 2004
Job Head of Reference & Instructional Services at Saint Anselm College
Industry Libraries
Experience
Saint Anselm College October 2014 - Present
Manchester Community College March 2013 - October 2014
Merrimack College July 2012 - March 2013
Merrimack College November 2009 - July 2012
UNH Manchester Library October 2006 - November 2009
UNH Manchester Library February 2006 - October 2006
Retirement Alliance, Inc. August 2004 - August 2005
Putnam Investments 2002 - 2004
Putnam Investments 2001 - 2002
Putnam Investments 2000 - 2001
Education
Merrimack College 2011 — 2015
Master of Education (MEd)
Simmons College 2005 — 2008
Master of Science (MS)
University of New Hampshire 1995 — 1999
Bachelor of Arts (BA)
Saint Anselm College October 2014 - Present
Manchester Community College March 2013 - October 2014
Merrimack College July 2012 - March 2013
Merrimack College November 2009 - July 2012
UNH Manchester Library October 2006 - November 2009
UNH Manchester Library February 2006 - October 2006
Retirement Alliance, Inc. August 2004 - August 2005
Putnam Investments 2002 - 2004
Putnam Investments 2001 - 2002
Putnam Investments 2000 - 2001
Education
Merrimack College 2011 — 2015
Master of Education (MEd)
Simmons College 2005 — 2008
Master of Science (MS)
University of New Hampshire 1995 — 1999
Bachelor of Arts (BA)
Nathaniel Shaw Nathaniel Shaw's Putnam Investments Experience January 2001 - December 2004
Job CERTIFIED FINANCIAL PLANNER at Paquette & Shaw Financial Group, LLC
Industry Financial Services
Experience
Paquette & Shaw Financial Group, LLC 603-724-1051 May 2011 - Present
CCO Investment Services January 2004 - May 2011
Putnam Investments January 2001 - December 2004
Skills
Insurance, Retirement Planning, Estate Planning, Asset Managment, Wealth Management, Strategic Financial..., Financial Advisory, Small Business, Series 7, Mutual Funds, Series 63, Series 24, Alternative Investments, Investments, Retirement, Fixed Annuities, 401k, IRAs, Investment Advisory, Asset Allocation, Financial Planners, Finance, Asset Management, Investment Management, Certified Financial..., Financial Services
Education
New England College 2014 — 2015
Master of Business Administration (M.B.A.), Strategic Leadership, 3.96
Merrimack College 2007 — 2008
CFP
New England College 1996 — 2000
BA, Business
John Stark 1992 — 1996
Paquette & Shaw Financial Group, LLC 603-724-1051 May 2011 - Present
CCO Investment Services January 2004 - May 2011
Putnam Investments January 2001 - December 2004
Skills
Insurance, Retirement Planning, Estate Planning, Asset Managment, Wealth Management, Strategic Financial..., Financial Advisory, Small Business, Series 7, Mutual Funds, Series 63, Series 24, Alternative Investments, Investments, Retirement, Fixed Annuities, 401k, IRAs, Investment Advisory, Asset Allocation, Financial Planners, Finance, Asset Management, Investment Management, Certified Financial..., Financial Services
Education
New England College 2014 — 2015
Master of Business Administration (M.B.A.), Strategic Leadership, 3.96
Merrimack College 2007 — 2008
CFP
New England College 1996 — 2000
BA, Business
John Stark 1992 — 1996
William J. Larkin, Jr. William J. Larkin, Jr.'s Putnam Investments Experience September 1992 - December 1993
Job VP of Marketing at Alpha Innovation, Inc
Industry Industrial Automation
Experience
Alpha Innovation, Inc December 2014 - Present
Cabot Wealth Management December 2000 - December 2014
John Hancock December 1993 - December 2000
Putnam Investments September 1992 - December 1993
State Street December 1989 - September 1992
Skills
Portfolio Management, Equity Research, Asset Managment, Equities, Investment Management, Investment Research, Alternative Investments, Asset Allocation, Wealth Management, Hedge Funds, Investments, Fixed Income, Mutual Funds, Financial Analysis, Trading
Education
University of Bradford
MBA, Business
Suffolk University 1998 — 2000
MS Economics
Merrimack College 1984 — 1988
BS, Business
Alpha Innovation, Inc December 2014 - Present
Cabot Wealth Management December 2000 - December 2014
John Hancock December 1993 - December 2000
Putnam Investments September 1992 - December 1993
State Street December 1989 - September 1992
Skills
Portfolio Management, Equity Research, Asset Managment, Equities, Investment Management, Investment Research, Alternative Investments, Asset Allocation, Wealth Management, Hedge Funds, Investments, Fixed Income, Mutual Funds, Financial Analysis, Trading
Education
University of Bradford
MBA, Business
Suffolk University 1998 — 2000
MS Economics
Merrimack College 1984 — 1988
BS, Business
Keith Hession Keith Hession's Putnam Investments Experience October 2003 - June 2006
Job Supervisor, Vehicle Accident Services at PHH Arval
Industry Consumer Services
Experience
PHH Arval March 2011 - January 2014
Coastal Sunbelt Produce July 2009 - December 2010
T-Mobile August 2006 - December 2008
Putnam Investments October 2003 - June 2006
Putnam Investments February 2003 - October 2003
Putnam Investments January 2002 - February 2003
Putnam Investments July 1998 - January 2002
Skills
Call Center, Process Improvement, Customer Service, Performance Management, Vendor Management, Team Building, Microsoft Excel, Outlook, Relationship Management, Analysis, Mutual Funds, PowerPoint, Microsoft Office, Business Analysis, Access, Recruiting, Leadership, Call Centers, Training
Education
Merrimack College 1988 — 1993
BA, Psychology
Stoneham High - Go Spartans
PHH Arval March 2011 - January 2014
Coastal Sunbelt Produce July 2009 - December 2010
T-Mobile August 2006 - December 2008
Putnam Investments October 2003 - June 2006
Putnam Investments February 2003 - October 2003
Putnam Investments January 2002 - February 2003
Putnam Investments July 1998 - January 2002
Skills
Call Center, Process Improvement, Customer Service, Performance Management, Vendor Management, Team Building, Microsoft Excel, Outlook, Relationship Management, Analysis, Mutual Funds, PowerPoint, Microsoft Office, Business Analysis, Access, Recruiting, Leadership, Call Centers, Training
Education
Merrimack College 1988 — 1993
BA, Psychology
Stoneham High - Go Spartans
Thomas (Tommy) DeCourcy Thomas (Tommy) DeCourcy's Putnam Investments Experience 2003 - 2004
Job Financial Advisor at Bancnorth Investment Group
Industry Financial Services
Experience
Bancnorth Investment Group Research AnalystPrime, Buchholz & Associates2004 - 2008
Putnam Investments 2003 - 2004
Education
Merrimack College 2000 — 2003
B.S. in Management Administration, Finance
Bancnorth Investment Group Research AnalystPrime, Buchholz & Associates2004 - 2008
Putnam Investments 2003 - 2004
Education
Merrimack College 2000 — 2003
B.S. in Management Administration, Finance
Katherine Almonte's Putnam Investments Experience December 2014 - May 2015
Job Therapeutic Training & Support Mentor/ Therapeutic Mentor at Lahey Health Behavioral Services
Industry
Experience
Lahey Health Behavioral Services May 2015 - Present
Putnam Investments December 2014 - May 2015
Merrimack College September 2014 - May 2015
Jumpstart September 2014 - May 2015
TD July 2014 - December 2014
Charles River Laboratories June 2011 - August 2014
McQuade Library June 2012 - June 2014
Sodexo September 2012 - December 2013
Skills
Strong Customer..., Computer/ Microsoft, Excellent..., Experience working with..., Retail Banking, Microsoft Office, Microsoft Word, Time Management, Leadership, Teamwork, Social Media
Education
Merrimack College 2011 — 2015
Bachelor's Degree, Human Development with Concentration in Psychology & a Second Major in Spanish
Lahey Health Behavioral Services May 2015 - Present
Putnam Investments December 2014 - May 2015
Merrimack College September 2014 - May 2015
Jumpstart September 2014 - May 2015
TD July 2014 - December 2014
Charles River Laboratories June 2011 - August 2014
McQuade Library June 2012 - June 2014
Sodexo September 2012 - December 2013
Skills
Strong Customer..., Computer/ Microsoft, Excellent..., Experience working with..., Retail Banking, Microsoft Office, Microsoft Word, Time Management, Leadership, Teamwork, Social Media
Education
Merrimack College 2011 — 2015
Bachelor's Degree, Human Development with Concentration in Psychology & a Second Major in Spanish
Paul Hernandez Paul Hernandez's Putnam Investments Experience January 2015 - Present
Job Regional Marketing Director, Wholesaler for Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2015 - Present
Putnam Investments January 2012 - December 2014
The Herb Chambers Companies. May 2011 - December 2011
Merrill Lynch May 2008 - August 2010
Skills
Series 6, Series 7, Series 63, Mutual Funds, Financial Services
Education
Michigan State University 2007 — 2011
Bachelor of Arts (B.A.), Accounting and Finance
Putnam Investments January 2015 - Present
Putnam Investments January 2012 - December 2014
The Herb Chambers Companies. May 2011 - December 2011
Merrill Lynch May 2008 - August 2010
Skills
Series 6, Series 7, Series 63, Mutual Funds, Financial Services
Education
Michigan State University 2007 — 2011
Bachelor of Arts (B.A.), Accounting and Finance
Marissa Chakar Marissa Chakar's Putnam Investments Experience January 2013 - Present
Job Human Resources Administrative Assistant at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2013 - Present
Putnam Investments September 2010 - January 2013
Putnam Investments December 2006 - September 2010
Aetna Student Health May 2005 - May 2006
Skills
401k, Project Planning, Customer Service, Management, Time Management, Human Resources, Microsoft Excel, Microsoft Office, ERP, Lotus Notes, Call Centers, Performance Management, Data Entry, Process Improvement
Education
University of Massachusetts Lowell 2008 — 2010
Bachelor's, Management
Middlesex Community College 2005 — 2007
Associates, Business Administration
Putnam Investments January 2013 - Present
Putnam Investments September 2010 - January 2013
Putnam Investments December 2006 - September 2010
Aetna Student Health May 2005 - May 2006
Skills
401k, Project Planning, Customer Service, Management, Time Management, Human Resources, Microsoft Excel, Microsoft Office, ERP, Lotus Notes, Call Centers, Performance Management, Data Entry, Process Improvement
Education
University of Massachusetts Lowell 2008 — 2010
Bachelor's, Management
Middlesex Community College 2005 — 2007
Associates, Business Administration
Kimberley O'Brien Kimberley O'Brien's Putnam Investments Experience December 2006 - August 2007
Job Math/Literacy Specialist
Industry Primary/Secondary Education
Experience
Hinesburg Community School August 2015 - Present
Paul Revere Innovation School January 2015 - May 2015
Merrill Lynch August 2008 - December 2014
Putnam Investments December 2006 - August 2007
Skills
Series 7, Uniform Combined State..., Wealth Management, CRM, Retirement Planning, Team Building, Series 66, Asset Management, Financial Advisory, Securities
Education
Salem State University 2013 — 2015
Master of Education (M.Ed.) (Expected), Elementary Education
Merrimack College 2004 — 2008
BS: Summa Cum Laude, Business Administration - Finance, Economics
Hinesburg Community School August 2015 - Present
Paul Revere Innovation School January 2015 - May 2015
Merrill Lynch August 2008 - December 2014
Putnam Investments December 2006 - August 2007
Skills
Series 7, Uniform Combined State..., Wealth Management, CRM, Retirement Planning, Team Building, Series 66, Asset Management, Financial Advisory, Securities
Education
Salem State University 2013 — 2015
Master of Education (M.Ed.) (Expected), Elementary Education
Merrimack College 2004 — 2008
BS: Summa Cum Laude, Business Administration - Finance, Economics
Rico Altema Rico Altema's Putnam Investments Experience September 2015 - Present
Job Operations Team Leader at Putnam Investments
Industry Financial Services
Experience
Putnam Investments September 2015 - Present
Putnam Investments January 2015 - September 2015
Putnam Investments June 2014 - December 2014
Paul Fragala & Associates October 2013 - December 2013
Skills
Microsoft Excel, Customer Service, Communication, Time Management, Microsoft Office, Teamwork, Asset Management, PowerPoint, Bloomberg Terminal, Lotus Notes, Strategic Financial..., Salesforce.com, Public Speaking, Social Networking, Leadership, Microsoft Word, Social Media, Close Attention to..., Listening to customers, Compliance, Always Willing to Learn, Research, Event Planning, Athletics, Adobe Creative Suite, Finance, Facebook, Equity Trading, Equity Valuation, Sales, Sales Process, Sales Presentations
Education
Merrimack College 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Putnam Investments September 2015 - Present
Putnam Investments January 2015 - September 2015
Putnam Investments June 2014 - December 2014
Paul Fragala & Associates October 2013 - December 2013
Skills
Microsoft Excel, Customer Service, Communication, Time Management, Microsoft Office, Teamwork, Asset Management, PowerPoint, Bloomberg Terminal, Lotus Notes, Strategic Financial..., Salesforce.com, Public Speaking, Social Networking, Leadership, Microsoft Word, Social Media, Close Attention to..., Listening to customers, Compliance, Always Willing to Learn, Research, Event Planning, Athletics, Adobe Creative Suite, Finance, Facebook, Equity Trading, Equity Valuation, Sales, Sales Process, Sales Presentations
Education
Merrimack College 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Devon Zaza's Putnam Investments Experience June 2011 - September 2011
Job Executive Assistant; Corporate Markets at Pegasystems
Industry Computer Software
Experience
Pegasystems July 2015 - Present
Blast Fitness August 2012 - May 2015
UMass Boston September 2011 - December 2012
Putnam Investments June 2011 - September 2011
Pediatrics West August 2010 - June 2011
Hennessey Enterprises May 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Policy, Event Planning, Office Management, Teamwork, Management, Outlook, Sales, Marketing, Microsoft Office, Data Analysis, Customer Service, Research, Social Media Marketing, Market Research, Microsoft Word, Marketing Communications, Project Management, Supervisory Skills, Social Networking, Finance, Event Management, Time Management, Leadership, Accounting, Advertising, Training, Customer Satisfaction, Fundraising, Social Media
Education
University of Massachusetts Boston
Bachelor's Degree, Management
Merrimack College 2008 — 2010
Business Management
Pegasystems July 2015 - Present
Blast Fitness August 2012 - May 2015
UMass Boston September 2011 - December 2012
Putnam Investments June 2011 - September 2011
Pediatrics West August 2010 - June 2011
Hennessey Enterprises May 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Policy, Event Planning, Office Management, Teamwork, Management, Outlook, Sales, Marketing, Microsoft Office, Data Analysis, Customer Service, Research, Social Media Marketing, Market Research, Microsoft Word, Marketing Communications, Project Management, Supervisory Skills, Social Networking, Finance, Event Management, Time Management, Leadership, Accounting, Advertising, Training, Customer Satisfaction, Fundraising, Social Media
Education
University of Massachusetts Boston
Bachelor's Degree, Management
Merrimack College 2008 — 2010
Business Management
David Topham David Topham's Putnam Investments Experience 1992 - 1993
Job Commercial Relationship Manager at M&T Bank
Industry Banking
Experience
M&T Bank 2014 - Present
M&T Bank 2003 - 2013
M&T Bank 1998 - 2002
Phoenix Investment Partners 1994 - 1998
Phoenix Investment Partners 1992 - 1994
Putnam Investments 1992 - 1993
Skills
Finance, Investments, Analysis, Credit, Mutual Funds, Fixed Income, Financial Risk, Financial Analysis, Asset Management, Loans, Commercial Banking, Portfolio Management, Financial Reporting, Accounting, Treasury Management, Banking, Financial Modeling, Corporate Finance, Budgets, Risk Management, Equities, Credit Analysis, Commercial Real Estate, Budgeting, Mortgage Lending, Mergers, Business Analysis, Credit Risk, Financial Statement...
Education
Merrimack College 1987 — 1992
Bachelor's Degree, Double Major: Accounting & Finance
M&T Bank 2014 - Present
M&T Bank 2003 - 2013
M&T Bank 1998 - 2002
Phoenix Investment Partners 1994 - 1998
Phoenix Investment Partners 1992 - 1994
Putnam Investments 1992 - 1993
Skills
Finance, Investments, Analysis, Credit, Mutual Funds, Fixed Income, Financial Risk, Financial Analysis, Asset Management, Loans, Commercial Banking, Portfolio Management, Financial Reporting, Accounting, Treasury Management, Banking, Financial Modeling, Corporate Finance, Budgets, Risk Management, Equities, Credit Analysis, Commercial Real Estate, Budgeting, Mortgage Lending, Mergers, Business Analysis, Credit Risk, Financial Statement...
Education
Merrimack College 1987 — 1992
Bachelor's Degree, Double Major: Accounting & Finance
Ema David's Putnam Investments Experience December 2012 - Present
Job Sr. Internal Wholesaler
Industry Financial Services
Experience
Putnam Investments December 2012 - Present
Putnam Investments June 2012 - December 2012
Putnam Investments January 2011 - May 2012
Skills
Mutual Funds, Financial Services, Series 7, Fixed Income, Equities, Investments, 401k, Microsoft Excel, Salesforce.com, Finance, Sales, Economics, Series 6, Series 63
Education
Merrimack College 2008 — 2012
Bachelor of Business Administration, Accounting
Masconomet High School 2004 — 2008
Putnam Investments December 2012 - Present
Putnam Investments June 2012 - December 2012
Putnam Investments January 2011 - May 2012
Skills
Mutual Funds, Financial Services, Series 7, Fixed Income, Equities, Investments, 401k, Microsoft Excel, Salesforce.com, Finance, Sales, Economics, Series 6, Series 63
Education
Merrimack College 2008 — 2012
Bachelor of Business Administration, Accounting
Masconomet High School 2004 — 2008
Diana Ringe Gustavsen's Putnam Investments Experience June 2015 - Present
Job Desktop Support Specialist
Industry Information Technology and Services
Experience
Putnam Investments June 2015 - Present
Apple July 2014 - May 2015
Apple Retail February 2012 - July 2014
Apple Retail October 2011 - February 2012
LEGO Group January 2008 - May 2010
LEGO Group November 2004 - January 2008
LEGO Group September 2003 - November 2004
Target May 2003 - September 2003
Apple Retail October 2002 - April 2003
Apple Retail April 2002 - October 2002
Skills
Retail, Store Operations, Store Management, Staff Development, Inventory Management, Inventory Control, Customer Service, Visual Merchandising, Merchandising, Planograms, Loss Prevention, Cashiering, Retail Sales, Cash Register, Mobile Device Certified..., iPhone, SAP, SAP GUI, Kronos, Mac OS X, iOS, Windows, Adobe Creative Suite, Mac Support, New Store Planning, New Store Openings, New Store Launches, New Store Development, Physical Inventory..., Mac OS, iLife, OS X, Training, Leadership, Customer Satisfaction, Driving Results
Education
Michigan State University 1996 — 2000
Bachelor of Arts (BA)
Penn Foster 2010 — 2011
Putnam Investments June 2015 - Present
Apple July 2014 - May 2015
Apple Retail February 2012 - July 2014
Apple Retail October 2011 - February 2012
LEGO Group January 2008 - May 2010
LEGO Group November 2004 - January 2008
LEGO Group September 2003 - November 2004
Target May 2003 - September 2003
Apple Retail October 2002 - April 2003
Apple Retail April 2002 - October 2002
Skills
Retail, Store Operations, Store Management, Staff Development, Inventory Management, Inventory Control, Customer Service, Visual Merchandising, Merchandising, Planograms, Loss Prevention, Cashiering, Retail Sales, Cash Register, Mobile Device Certified..., iPhone, SAP, SAP GUI, Kronos, Mac OS X, iOS, Windows, Adobe Creative Suite, Mac Support, New Store Planning, New Store Openings, New Store Launches, New Store Development, Physical Inventory..., Mac OS, iLife, OS X, Training, Leadership, Customer Satisfaction, Driving Results
Education
Michigan State University 1996 — 2000
Bachelor of Arts (BA)
Penn Foster 2010 — 2011
Meredith Maietta Meredith Maietta's Putnam Investments Experience September 1997 - April 2007
Job CEO of my household
Industry Financial Services
Experience
Putnam Investments September 1997 - April 2007
Skills
Equities
Education
Merrimack College 1992 — 1996
BSBA, Accounting and Finance
Putnam Investments September 1997 - April 2007
Skills
Equities
Education
Merrimack College 1992 — 1996
BSBA, Accounting and Finance
Justin Clements Justin Clements's Putnam Investments Experience April 2014 - December 2014
Job Putnam Investments
Industry Financial Services
Experience
EMPOWER Retirement January 2015 - Present
Putnam Investments April 2014 - December 2014
Putnam Investments June 2013 - April 2014
Putnam Investments December 2012 - June 2013
Putnam Investments June 2012 - December 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Teamwork, Research, Access, Outlook, Adobe Acrobat, Salesforce.com, Lotus Notes
Education
Merrimack College 2009 — 2013
Business Administration, Management
EMPOWER Retirement January 2015 - Present
Putnam Investments April 2014 - December 2014
Putnam Investments June 2013 - April 2014
Putnam Investments December 2012 - June 2013
Putnam Investments June 2012 - December 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Teamwork, Research, Access, Outlook, Adobe Acrobat, Salesforce.com, Lotus Notes
Education
Merrimack College 2009 — 2013
Business Administration, Management
Jarrod Pelletier's Putnam Investments Experience December 2009 - Present
Job Investor
Industry Financial Services
Experience
Investment Co. March 2015 - Present
Putnam Investments December 2009 - Present
Putnam Investments May 2006 - December 2009
Putnam Investments May 2005 - May 2006
Putnam Investments November 2004 - May 2005
Skills
Series 7, Mutual Funds, Investments, Bloomberg, Equities, Series 63, Equity Research, Asset Allocation, Financial Modeling, Hedge Funds, Fixed Income, Asset Managment, Portfolio Management, Financial Analysis, Valuation, Alternative Investments, Investment Strategies, Series 65, Securities, Investment Management, Equity Valuation, Asset Management, Bloomberg Terminal, Capital Markets
Education
Merrimack College 2001 — 2005
Business, Finance
Central Catholic High School 1997 — 2001
High School
Investment Co. March 2015 - Present
Putnam Investments December 2009 - Present
Putnam Investments May 2006 - December 2009
Putnam Investments May 2005 - May 2006
Putnam Investments November 2004 - May 2005
Skills
Series 7, Mutual Funds, Investments, Bloomberg, Equities, Series 63, Equity Research, Asset Allocation, Financial Modeling, Hedge Funds, Fixed Income, Asset Managment, Portfolio Management, Financial Analysis, Valuation, Alternative Investments, Investment Strategies, Series 65, Securities, Investment Management, Equity Valuation, Asset Management, Bloomberg Terminal, Capital Markets
Education
Merrimack College 2001 — 2005
Business, Finance
Central Catholic High School 1997 — 2001
High School
Tucker Donahoe Tucker Donahoe's Putnam Investments Experience September 2013 - May 2015
Job Investment Product Analyst, Global Asset Allocation
Industry Financial Services
Experience
Putnam Investments September 2013 - May 2015
Peaux Rouges September 2012 - April 2013
UBS July 2012 - September 2012
UBS July 2012 - September 2012
Middlebury College September 2008 - May 2012
Financial Engines June 2010 - August 2010
St. Sebastian's September 2002 - May 2008
Skills
Economics, Research, Data Analysis, Public Speaking, Series 7, Series 63, Series 65, Networking, Leadership, PowerPoint, Microsoft Excel, Microsoft Office
Education
Middlebury College 2008 — 2012
B.A., Economics
St. Sebastian's 2002 — 2008
Putnam Investments September 2013 - May 2015
Peaux Rouges September 2012 - April 2013
UBS July 2012 - September 2012
UBS July 2012 - September 2012
Middlebury College September 2008 - May 2012
Financial Engines June 2010 - August 2010
St. Sebastian's September 2002 - May 2008
Skills
Economics, Research, Data Analysis, Public Speaking, Series 7, Series 63, Series 65, Networking, Leadership, PowerPoint, Microsoft Excel, Microsoft Office
Education
Middlebury College 2008 — 2012
B.A., Economics
St. Sebastian's 2002 — 2008
Katherine Merrill-Horne's Putnam Investments Experience March 2014 - June 2014
Job Office Manager at CM Access
Industry Human Resources
Experience
CM Access October 2014 - Present
Aspire Lifestyles August 2014 - October 2014
Putnam Investments March 2014 - June 2014
Starbucks 2011 - 2013
Lowell Community Charter Public School 2008 - 2010
Hannaford Supermarkets 2001 - 2008
Skills
Human Resources, Payroll Administration, Benefits Administration, Applicant Tracking..., ADP Payroll, Calendar Management, Interview scheduling, Employee Benefits, Administrative Work, Lotus Notes, Phone Screening, Onboarding, Microsoft Office, Customer Service, Adobe, Training, Bookkeeping, Tutoring, Test Preparation, Data Entry, PeopleSoft, Customer Satisfaction, Payroll
Education
Southern New Hampshire University 2014 — 2016
Master of Science (M.S.), Human Resources Management, 4.0
University of Massachusetts Lowell 2005 — 2008
Bachelor of Fine Arts (B.F.A.), Fine Arts / Photography
Middlesex Community College 2003 — 2005
Fine and Studio Arts
CM Access October 2014 - Present
Aspire Lifestyles August 2014 - October 2014
Putnam Investments March 2014 - June 2014
Starbucks 2011 - 2013
Lowell Community Charter Public School 2008 - 2010
Hannaford Supermarkets 2001 - 2008
Skills
Human Resources, Payroll Administration, Benefits Administration, Applicant Tracking..., ADP Payroll, Calendar Management, Interview scheduling, Employee Benefits, Administrative Work, Lotus Notes, Phone Screening, Onboarding, Microsoft Office, Customer Service, Adobe, Training, Bookkeeping, Tutoring, Test Preparation, Data Entry, PeopleSoft, Customer Satisfaction, Payroll
Education
Southern New Hampshire University 2014 — 2016
Master of Science (M.S.), Human Resources Management, 4.0
University of Massachusetts Lowell 2005 — 2008
Bachelor of Fine Arts (B.F.A.), Fine Arts / Photography
Middlesex Community College 2003 — 2005
Fine and Studio Arts
John Ferraro Jr's Putnam Investments Experience December 2014 - Present
Job Financial Service Representative
Industry Investment Management
Experience
Putnam Investments December 2014 - Present
Massachusetts Institute of Technology (MIT) June 2010 - August 2014
Lazarus House - Thrift Shop January 2013 - April 2013
First Light Anglers 2011 - 2011
Skills
Bloomberg Terminal, Investments, Finance, Project Management, Customer Service, Time Management, Public Speaking, Financial Analysis, Financial Planning, Team Building, Strategic Planning
Education
Merrimack College 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Economics
Masconomet Regional High School 2007 — 2011
Putnam Investments December 2014 - Present
Massachusetts Institute of Technology (MIT) June 2010 - August 2014
Lazarus House - Thrift Shop January 2013 - April 2013
First Light Anglers 2011 - 2011
Skills
Bloomberg Terminal, Investments, Finance, Project Management, Customer Service, Time Management, Public Speaking, Financial Analysis, Financial Planning, Team Building, Strategic Planning
Education
Merrimack College 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Economics
Masconomet Regional High School 2007 — 2011
Jenna Beshara Jenna Beshara's Putnam Investments Experience December 2013 - Present
Job Student at Merrimack College
Industry Marketing and Advertising
Experience
Putnam Investments December 2013 - Present
Travis Terry & Company October 2011 - December 2013
Skills
Facebook, Microsoft Office, QuickBooks, Teamwork, Customer Service, Communication Skills, Creativity, Twitter, Instagram, Multi Tasking, Social Media, Microsoft Word, PowerPoint, Time Management, Leadership, Social Networking, Lotus Notes
Education
Merrimack College 2012 — 2016
Business, Management, Marketing
Putnam Investments December 2013 - Present
Travis Terry & Company October 2011 - December 2013
Skills
Facebook, Microsoft Office, QuickBooks, Teamwork, Customer Service, Communication Skills, Creativity, Twitter, Instagram, Multi Tasking, Social Media, Microsoft Word, PowerPoint, Time Management, Leadership, Social Networking, Lotus Notes
Education
Merrimack College 2012 — 2016
Business, Management, Marketing
Vince Bellino's Putnam Investments Experience June 2012 - October 2012
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2015 - Present
Century Capital Management September 2014 - December 2014
Philpott Ball & Werner, Inc. September 2013 - August 2014
Beacon Health Strategies June 2013 - August 2013
Putnam Investments June 2012 - October 2012
Education
Merrimack College 2011 — 2015
Bachelor of Science (B.S.) (Honors), Finance & Minor in Political Philosophy, Summa Cum Laude
Andover High School 2006 — 2010
Goldman Sachs July 2015 - Present
Century Capital Management September 2014 - December 2014
Philpott Ball & Werner, Inc. September 2013 - August 2014
Beacon Health Strategies June 2013 - August 2013
Putnam Investments June 2012 - October 2012
Education
Merrimack College 2011 — 2015
Bachelor of Science (B.S.) (Honors), Finance & Minor in Political Philosophy, Summa Cum Laude
Andover High School 2006 — 2010
Kristopher Catterall Kristopher Catterall's Putnam Investments Experience August 2010 - May 2011
Job Marketing Specialist at par8o
Industry Information Technology and Services
Experience
par8o December 2014 - Present
TekDoc Solutions December 2011 - September 2014
Embrace Home Loans July 2011 - December 2011
Putnam Investments August 2010 - May 2011
The Kravetz Group September 2009 - May 2010
Skills
Leadership, Sales, Customer Service, Project Management, Marketing, Social Media, Team Building, Teamwork, Microsoft Office, Training, Social Networking, Outlook, Access, Data Entry, PowerPoint, Microsoft Word, Facebook, Public Speaking, Salesforce.com, Time Management, Microsoft Excel, Research, Email Marketing, Job Scheduling, Nonprofits, Hosted Services, Managed Services, VoIP, Autotask, Business Development, Sales Process, Contract Negotiation, Social Media Marketing, Event Planning, Marketing Strategy
Education
Merrimack College 2007 — 2011
Bachelor of Science, Business Administration and Marketing
Providence Country Day School 2004 — 2007
High School Diploma
par8o December 2014 - Present
TekDoc Solutions December 2011 - September 2014
Embrace Home Loans July 2011 - December 2011
Putnam Investments August 2010 - May 2011
The Kravetz Group September 2009 - May 2010
Skills
Leadership, Sales, Customer Service, Project Management, Marketing, Social Media, Team Building, Teamwork, Microsoft Office, Training, Social Networking, Outlook, Access, Data Entry, PowerPoint, Microsoft Word, Facebook, Public Speaking, Salesforce.com, Time Management, Microsoft Excel, Research, Email Marketing, Job Scheduling, Nonprofits, Hosted Services, Managed Services, VoIP, Autotask, Business Development, Sales Process, Contract Negotiation, Social Media Marketing, Event Planning, Marketing Strategy
Education
Merrimack College 2007 — 2011
Bachelor of Science, Business Administration and Marketing
Providence Country Day School 2004 — 2007
High School Diploma
Casey Deschene's Putnam Investments Experience June 2014 - Present
Job Marketing Information Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2014 - Present
Putnam Investments November 2012 - June 2014
Putnam Investments November 2011 - November 2012
125 Bridal August 2011 - October 2011
Ski Haus November 2010 - March 2011
Merrimack College September 2009 - December 2010
Abbey Bridal Shoppe April 2004 - May 2009
Skills
Leadership, Microsoft Word, Access, Sales Operations, Microsoft Office, Social Networking, Time Management, Retail, Customer Service, Event Planning, Facebook, Telephone Skills, Social Media, Marketing, Sales, PowerPoint, Outlook, Microsoft Excel, Customer Satisfaction, Data Entry, Salesforce.com
Education
Merrimack College 2008 — 2011
Business, Management
Putnam Investments June 2014 - Present
Putnam Investments November 2012 - June 2014
Putnam Investments November 2011 - November 2012
125 Bridal August 2011 - October 2011
Ski Haus November 2010 - March 2011
Merrimack College September 2009 - December 2010
Abbey Bridal Shoppe April 2004 - May 2009
Skills
Leadership, Microsoft Word, Access, Sales Operations, Microsoft Office, Social Networking, Time Management, Retail, Customer Service, Event Planning, Facebook, Telephone Skills, Social Media, Marketing, Sales, PowerPoint, Outlook, Microsoft Excel, Customer Satisfaction, Data Entry, Salesforce.com
Education
Merrimack College 2008 — 2011
Business, Management
Jonathan Chiarelli Jonathan Chiarelli's Putnam Investments Experience December 2012 - March 2014
Job Senior Sales Consultant at CreditCardProcessing.Com
Industry Financial Services
Experience
CreditCardProcessing.com April 2015 - Present
Flagship Merchant Services October 2014 - March 2015
Putnam Investments December 2012 - March 2014
Skills
Mutual Funds, Financial Services, Call Centers, Series 63, Team Leadership, Sales, Salesforce.com
Education
Merrimack College 2010 — 2014
Double Concentration in Management and Finance, Business Administration
CreditCardProcessing.com April 2015 - Present
Flagship Merchant Services October 2014 - March 2015
Putnam Investments December 2012 - March 2014
Skills
Mutual Funds, Financial Services, Call Centers, Series 63, Team Leadership, Sales, Salesforce.com
Education
Merrimack College 2010 — 2014
Double Concentration in Management and Finance, Business Administration
Jarret DuBois Jarret DuBois's Putnam Investments Experience January 2001 - December 2004
Job Project Manager at Precyse
Industry Hospital & Health Care
Experience
Precyse December 2012 - Present
GE Healthcare January 2005 - December 2012
Putnam Investments January 2001 - December 2004
Skills
HL7, Project Management, Account Management, Healthcare Information..., Process Improvement, SDLC
Education
Merrimack College 1998 — 2002
Bachelors of Science in Business Administration
Precyse December 2012 - Present
GE Healthcare January 2005 - December 2012
Putnam Investments January 2001 - December 2004
Skills
HL7, Project Management, Account Management, Healthcare Information..., Process Improvement, SDLC
Education
Merrimack College 1998 — 2002
Bachelors of Science in Business Administration
Luke Battle's Putnam Investments Experience October 2014 - Present
Job Regional Marketing Associate Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments October 2014 - Present
Putnam Investments June 2014 - Present
Middlebury College August 2010 - May 2014
Northwestern Mutual May 2013 - August 2013
Platt Builders May 2012 - August 2012
Morgan Stanley Wealth Management January 2012 - February 2012
Platt Builders May 2011 - August 2011
Kister and Knapp Builders May 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Research, Microsoft Excel, Microsoft Word, Stata, Investments, SPSS
Education
Middlebury College 2010 — 2014
Bachelor of Arts in Economics, Economics
Putnam Investments October 2014 - Present
Putnam Investments June 2014 - Present
Middlebury College August 2010 - May 2014
Northwestern Mutual May 2013 - August 2013
Platt Builders May 2012 - August 2012
Morgan Stanley Wealth Management January 2012 - February 2012
Platt Builders May 2011 - August 2011
Kister and Knapp Builders May 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Research, Microsoft Excel, Microsoft Word, Stata, Investments, SPSS
Education
Middlebury College 2010 — 2014
Bachelor of Arts in Economics, Economics
Kelly Cimeno Kelly Cimeno's Putnam Investments Experience January 2002 - September 2004
Job Relationship Manager (PMO) at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Fidelity Investments February 2007 - July 2010
Fidelity Investments March 2006 - February 2007
Fidelity Investments September 2004 - February 2006
Putnam Investments January 2002 - September 2004
Skills
SharePoint, Vendor Management, Financial Services, Business Analysis, Mutual Funds, System Requirements, User Acceptance Testing, Program Management, Requirements Gathering, SDLC, PMO, Requirements Analysis
Education
Southern New Hampshire University 2003 — 2006
MBA
Merrimack College 1997 — 2001
Bachelor of Business Administration, Marketing
Fidelity Investments July 2010 - Present
Fidelity Investments February 2007 - July 2010
Fidelity Investments March 2006 - February 2007
Fidelity Investments September 2004 - February 2006
Putnam Investments January 2002 - September 2004
Skills
SharePoint, Vendor Management, Financial Services, Business Analysis, Mutual Funds, System Requirements, User Acceptance Testing, Program Management, Requirements Gathering, SDLC, PMO, Requirements Analysis
Education
Southern New Hampshire University 2003 — 2006
MBA
Merrimack College 1997 — 2001
Bachelor of Business Administration, Marketing
Geno D'Avolio Geno D'Avolio's Putnam Investments Experience November 2013 - Present
Job Middle Office Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments November 2013 - Present
Putnam Investments June 2012 - November 2013
RCN Networks LTD September 2009 - September 2013
Skills
Financial Services, Investments, Financial Analysis, Accounting, Information Technology, Microsoft Technologies, Mac OS, NICE, TA2000, Windows Services, Corporate Finance, Business Strategy, Business Analysis, Windows Server, CSAS, 401K Plan Management, Bloomberg Terminal, Analysis, Teamwork
Education
Merrimack College 2009 — 2014
Bachelor's Degree, Concentration of Finance, Major GPA: 3.3, Cumulative GPA: 3.22
Putnam Investments November 2013 - Present
Putnam Investments June 2012 - November 2013
RCN Networks LTD September 2009 - September 2013
Skills
Financial Services, Investments, Financial Analysis, Accounting, Information Technology, Microsoft Technologies, Mac OS, NICE, TA2000, Windows Services, Corporate Finance, Business Strategy, Business Analysis, Windows Server, CSAS, 401K Plan Management, Bloomberg Terminal, Analysis, Teamwork
Education
Merrimack College 2009 — 2014
Bachelor's Degree, Concentration of Finance, Major GPA: 3.3, Cumulative GPA: 3.22
Nicole Goldstein Nicole Goldstein's Putnam Investments Experience June 2004 - December 2004
Job Sr. Revenue Analyst at Lightower Fiber Networks
Industry Financial Services
Experience
Lightower Fiber Networks December 2013 - Present
Target Logistics October 2012 - November 2013
Crown Castle (formerly NextG Networks) September 2011 - October 2012
Dassault Systemes August 2009 - September 2011
The Kessler Group August 2007 - January 2009
Investors Bank & Trust January 2007 - August 2007
Middlesex Savings Bank May 2001 - January 2007
Putnam Investments June 2004 - December 2004
Skills
Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, General Ledger, Process Improvement, Finance, Budgets, Salesforce.com, Forecasting, PowerPoint, Microsoft Office, Account Reconciliation, Microsoft Word, QuickBooks, Customer Service, Accounts Receivable, PeopleSoft, Analysis, Invoicing, Accounts Payable, Outlook, Management, Employee Benefits, Revenue Recognition
Education
Suffolk University 2009 — 2011
Master; MBA, Business Administration; Finance
Merrimack College 2002 — 2006
Bachelor of Science Degree, Business Administration; Business Finance
Lightower Fiber Networks December 2013 - Present
Target Logistics October 2012 - November 2013
Crown Castle (formerly NextG Networks) September 2011 - October 2012
Dassault Systemes August 2009 - September 2011
The Kessler Group August 2007 - January 2009
Investors Bank & Trust January 2007 - August 2007
Middlesex Savings Bank May 2001 - January 2007
Putnam Investments June 2004 - December 2004
Skills
Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, General Ledger, Process Improvement, Finance, Budgets, Salesforce.com, Forecasting, PowerPoint, Microsoft Office, Account Reconciliation, Microsoft Word, QuickBooks, Customer Service, Accounts Receivable, PeopleSoft, Analysis, Invoicing, Accounts Payable, Outlook, Management, Employee Benefits, Revenue Recognition
Education
Suffolk University 2009 — 2011
Master; MBA, Business Administration; Finance
Merrimack College 2002 — 2006
Bachelor of Science Degree, Business Administration; Business Finance
Andrew Cupan Andrew Cupan's Putnam Investments Experience January 2015 - Present
Job Control Accountant at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2015 - Present
Putnam Investments December 2012 - January 2015
Papa Gino's August 2007 - January 2014
Habitat for Humanity ReStore Billerica, MA May 2012 - August 2012
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Call Centers, PowerPoint, Leadership, Teamwork, Research, Management, Time Management, Typing, Bookkeeping, Communication, QuickBooks, Account Reconciliation, Financial Reporting
Education
UMass Lowell 2013 — 2015
Bachelor’s Degree, Accounting and Business/Management
Middlesex Community College 2010 — 2012
Associate's degree, Business Administration and Management, General
Lowell High
Putnam Investments January 2015 - Present
Putnam Investments December 2012 - January 2015
Papa Gino's August 2007 - January 2014
Habitat for Humanity ReStore Billerica, MA May 2012 - August 2012
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Call Centers, PowerPoint, Leadership, Teamwork, Research, Management, Time Management, Typing, Bookkeeping, Communication, QuickBooks, Account Reconciliation, Financial Reporting
Education
UMass Lowell 2013 — 2015
Bachelor’s Degree, Accounting and Business/Management
Middlesex Community College 2010 — 2012
Associate's degree, Business Administration and Management, General
Lowell High
Domenico Merullo Domenico Merullo's Putnam Investments Experience July 2012 - May 2015
Job Analyst at GMO
Industry Accounting
Experience
GMO May 2015 - Present
Putnam Investments July 2012 - May 2015
Putnam Investments June 2011 - July 2012
Skills
Bloomberg Terminal, Analysis, Risk Management, QuickBooks, Microsoft Excel, Access, Microsoft Word, PowerPoint, Microsoft Office, Pricing, Accounting, Operations Management, Forecasting, Process Improvement, Customer Service, Inventory Management, Sales, Visio, Lotus Notes, Management, Portfolio Management
Education
Merrimack College 2009 — 2013
Bachelor of Science, Business Administration; Accounting
Waltham High School 2005 — 2009
GMO May 2015 - Present
Putnam Investments July 2012 - May 2015
Putnam Investments June 2011 - July 2012
Skills
Bloomberg Terminal, Analysis, Risk Management, QuickBooks, Microsoft Excel, Access, Microsoft Word, PowerPoint, Microsoft Office, Pricing, Accounting, Operations Management, Forecasting, Process Improvement, Customer Service, Inventory Management, Sales, Visio, Lotus Notes, Management, Portfolio Management
Education
Merrimack College 2009 — 2013
Bachelor of Science, Business Administration; Accounting
Waltham High School 2005 — 2009
Bryan Schwarz's Putnam Investments Experience October 2011 - Present
Job Senior Regional Marketing Director at Putnam Investments
Industry Financial Services
Experience
Putnam Investments October 2011 - Present
Lord Abbett February 2001 - October 2011
Nuveen Investments May 1993 - January 2001
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Separately Managed..., Wealth Management, Investment Strategies, Retirement, Alternative Investments, 401k, Investments, Series 65, Financial Advisory, Fixed Annuities, Asset Management, Securities, Portfolio Management, Equities, Investment Management, Fixed Income
Education
Miami University 1989 — 1993
Bachelor's degree, Economics
Putnam Investments October 2011 - Present
Lord Abbett February 2001 - October 2011
Nuveen Investments May 1993 - January 2001
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Separately Managed..., Wealth Management, Investment Strategies, Retirement, Alternative Investments, 401k, Investments, Series 65, Financial Advisory, Fixed Annuities, Asset Management, Securities, Portfolio Management, Equities, Investment Management, Fixed Income
Education
Miami University 1989 — 1993
Bachelor's degree, Economics
Audrey Parisi's Putnam Investments Experience October 1997 - May 2004
Job Exhibitor Services Coordinator at The Freeman Company
Industry Events Services
Experience
The Freeman Company September 2014 - Present
The Freeman Company October 2006 - Present
The Freeman Company October 2006 - June 2007
Imagine Service Group June 2005 - August 2006
Florida Hospital January 2005 - June 2005
Putnam Investments October 1997 - May 2004
Skills
Trade Shows, Time Management, Convention Services, Corporate Events, Meeting Planning, Training, Marketing, Adobe Acrobat, Account Management, 401K Administration, OnBase, Hospitality
Education
Orlando Tech 2004 — 2004
Certificate HUC/ Monitor Tech, Health Unit Coordinator
Southern New Hampshire University 1992 — 1994
Bachelor of Applied Science (BASc), Hotel / Restaurant Management
Middlesex Community College 1990 — 1992
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Concord Carlisle Highschool 1986 — 1989
Highschool Diploma, College Prep
The Freeman Company September 2014 - Present
The Freeman Company October 2006 - Present
The Freeman Company October 2006 - June 2007
Imagine Service Group June 2005 - August 2006
Florida Hospital January 2005 - June 2005
Putnam Investments October 1997 - May 2004
Skills
Trade Shows, Time Management, Convention Services, Corporate Events, Meeting Planning, Training, Marketing, Adobe Acrobat, Account Management, 401K Administration, OnBase, Hospitality
Education
Orlando Tech 2004 — 2004
Certificate HUC/ Monitor Tech, Health Unit Coordinator
Southern New Hampshire University 1992 — 1994
Bachelor of Applied Science (BASc), Hotel / Restaurant Management
Middlesex Community College 1990 — 1992
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Concord Carlisle Highschool 1986 — 1989
Highschool Diploma, College Prep
David Barnd's Putnam Investments Experience October 2014 - Present
Job Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments October 2014 - Present
Putnam Investments June 2014 - October 2014
UBS Wealth Management May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Five Brothers Default Management Solutions June 2007 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership
Education
Miami University 2010 — 2014
Bachelor's degree, Finance
Brother Rice High School 2006 — 2010
Putnam Investments October 2014 - Present
Putnam Investments June 2014 - October 2014
UBS Wealth Management May 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Five Brothers Default Management Solutions June 2007 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership
Education
Miami University 2010 — 2014
Bachelor's degree, Finance
Brother Rice High School 2006 — 2010
Michael Deakyne's Putnam Investments Experience August 1999 - January 2000
Job
Industry Investment Management
Experience
FHI 360 October 2014 - Present
MModal April 2012 - July 2014
Aricent Group September 2010 - April 2012
Tekelec September 2006 - September 2010
City of Durham October 2003 - September 2006
Investors Bank and Trust June 2001 - August 2003
Putnam Investments August 1999 - January 2000
Skills
Oracle, SAP, Forecasting, Financial Analysis, Microsoft Office, Bloomberg, Tradeweb, Sympro, FX Hedging, Interest Rate Hedging, FX Derivatives, Interest Rate..., FX Options, Covenant Compliance, Treasury Management, Treasury, Insurance, Finance, Accounting, Banking
Education
Wake Forest University School of Business 2005 — 2007
MBA, Finance
Harvard Extension School 2002 — 2003
Investment Finance
Merrimack College 1998 — 2001
Bachelor of Science, Finance
FHI 360 October 2014 - Present
MModal April 2012 - July 2014
Aricent Group September 2010 - April 2012
Tekelec September 2006 - September 2010
City of Durham October 2003 - September 2006
Investors Bank and Trust June 2001 - August 2003
Putnam Investments August 1999 - January 2000
Skills
Oracle, SAP, Forecasting, Financial Analysis, Microsoft Office, Bloomberg, Tradeweb, Sympro, FX Hedging, Interest Rate Hedging, FX Derivatives, Interest Rate..., FX Options, Covenant Compliance, Treasury Management, Treasury, Insurance, Finance, Accounting, Banking
Education
Wake Forest University School of Business 2005 — 2007
MBA, Finance
Harvard Extension School 2002 — 2003
Investment Finance
Merrimack College 1998 — 2001
Bachelor of Science, Finance
Diana Sinnott's Putnam Investments Experience 1999 - 2001
Job
Industry Financial Services
Experience
State Street May 2011 - Present
State Street May 2004 - May 2011
State Street May 2001 - May 2004
Putnam Investments 1999 - 2001
Education
Suffolk University - Sawyer School of Management 2000 — 2004
Master of Business Administration (MBA), Finance
Merrimack College 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance and Management
State Street May 2011 - Present
State Street May 2004 - May 2011
State Street May 2001 - May 2004
Putnam Investments 1999 - 2001
Education
Suffolk University - Sawyer School of Management 2000 — 2004
Master of Business Administration (MBA), Finance
Merrimack College 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance and Management
Cheryl (Sprague) Voutour's Putnam Investments Experience 1995 - 2006
Job Supervising Senior at Anstiss & Co., P.C.
Industry Accounting
Experience
Anstiss & Co., P.C. December 2012 - Present
McGladrey & Pullen, LLP July 2006 - December 2012
Putnam Investments 1995 - 2006
Skills
Accounting, Financial Reporting, GAAP, Internal Controls, Auditing, Revenue Recognition, US GAAP, General Ledger, Income Tax, Internal Audit, Account Reconciliation, Tax Accounting, Financial Statements, Fixed Assets, Tax Preparation, Financial Accounting, QuickBooks, Tax Research, Assurance, Accounts Payable, External Audit, Financial Analysis, Journal Entries
Education
University of Massachusetts Lowell 2014 — 2016
Master of Science (M.S.), Accounting
Merrimack College 2000 — 2006
BS, Accounting
St Raphael Academy 1985 — 1989
Anstiss & Co., P.C. December 2012 - Present
McGladrey & Pullen, LLP July 2006 - December 2012
Putnam Investments 1995 - 2006
Skills
Accounting, Financial Reporting, GAAP, Internal Controls, Auditing, Revenue Recognition, US GAAP, General Ledger, Income Tax, Internal Audit, Account Reconciliation, Tax Accounting, Financial Statements, Fixed Assets, Tax Preparation, Financial Accounting, QuickBooks, Tax Research, Assurance, Accounts Payable, External Audit, Financial Analysis, Journal Entries
Education
University of Massachusetts Lowell 2014 — 2016
Master of Science (M.S.), Accounting
Merrimack College 2000 — 2006
BS, Accounting
St Raphael Academy 1985 — 1989
Paul Tiernan's Putnam Investments Experience April 2000 - July 2002
Job Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch September 2014 - Present
PNC Investments August 2013 - July 2014
TD Ameritrade September 2012 - August 2013
Fidelity Investments January 2011 - August 2012
Guardian Life May 2005 - September 2010
AIG SunAmerica 2002 - 2005
Putnam Investments April 2000 - July 2002
Rational Software Corporation April 1999 - April 2000
Osram Sylvania 1992 - 1998
Skills
529 Plans, Finance, Asset Allocation, Financial Services, Fixed Annuities, Investments, Marketing
Education
Suffolk University - Sawyer Business School 1996 — 1998
MBA, Marketing
Merrimack College 1988 — 1992
Bachelor of Science (BS), Marketing
Bank of America Merrill Lynch September 2014 - Present
PNC Investments August 2013 - July 2014
TD Ameritrade September 2012 - August 2013
Fidelity Investments January 2011 - August 2012
Guardian Life May 2005 - September 2010
AIG SunAmerica 2002 - 2005
Putnam Investments April 2000 - July 2002
Rational Software Corporation April 1999 - April 2000
Osram Sylvania 1992 - 1998
Skills
529 Plans, Finance, Asset Allocation, Financial Services, Fixed Annuities, Investments, Marketing
Education
Suffolk University - Sawyer Business School 1996 — 1998
MBA, Marketing
Merrimack College 1988 — 1992
Bachelor of Science (BS), Marketing
Joseph Lindmark's Putnam Investments Experience December 2002 - June 2004
Job Compensation Manager at Iron Mountain
Industry Human Resources
Experience
Iron Mountain June 2011 - Present
Unica March 2010 - June 2011
EMC September 2006 - March 2010
RSA Security June 2004 - September 2006
Putnam Investments December 2002 - June 2004
Education
Merrimack College 1998 — 2002
Business, Finance
Iron Mountain June 2011 - Present
Unica March 2010 - June 2011
EMC September 2006 - March 2010
RSA Security June 2004 - September 2006
Putnam Investments December 2002 - June 2004
Education
Merrimack College 1998 — 2002
Business, Finance
Susan (Donati) DiBuono's Putnam Investments Experience 2001 - 2003
Job Operations Leader, Benefits Administration
Industry Financial Services
Experience
Mercer 2003 - Present
Putnam Investments 2001 - 2003
Putnam Investments 1997 - 2001
Putnam Investments 1990 - 1996
Skills
Financial Services, Non-Qualified Deferred..., Pensions, ERISA, Employee Benefits, Pension Administration, Vendor Management, Relationship Management, Defined Contribution, Leadership, 401k, Superior Client Service, Retirement, Defined Benefit, Offshoring, Accounting, Pricing Strategy, Project Management, P&L Analysis
Education
Merrimack College 1986 — 1990
Bachelor of Science (BS), Accounting
Mercer 2003 - Present
Putnam Investments 2001 - 2003
Putnam Investments 1997 - 2001
Putnam Investments 1990 - 1996
Skills
Financial Services, Non-Qualified Deferred..., Pensions, ERISA, Employee Benefits, Pension Administration, Vendor Management, Relationship Management, Defined Contribution, Leadership, 401k, Superior Client Service, Retirement, Defined Benefit, Offshoring, Accounting, Pricing Strategy, Project Management, P&L Analysis
Education
Merrimack College 1986 — 1990
Bachelor of Science (BS), Accounting
Denise Dickenson's Putnam Investments Experience September 1988 - July 1995
Job Value delivery through Scrum
Industry Information Technology and Services
Experience
EMC March 2010 - Present
IDC November 2008 - April 2009
Thomson Reuters November 2000 - October 2008
Wellington Management April 1999 - November 2000
State Street Global Advisors July 1995 - April 1999
Putnam Investments September 1988 - July 1995
Skills
Program Management, Project Management, SDLC, Software Project..., MS Project, Management, Agile Methodologies, Information Technology, Leadership, PMP, Risk Management, Integration, SQL, Software Quality..., Business Analysis, IT Strategy, Scrum, Cross-functional Team..., Agile Application..., Project Estimation, Metrics Definition, Metrics Reporting
Education
Michigan State University
EMC March 2010 - Present
IDC November 2008 - April 2009
Thomson Reuters November 2000 - October 2008
Wellington Management April 1999 - November 2000
State Street Global Advisors July 1995 - April 1999
Putnam Investments September 1988 - July 1995
Skills
Program Management, Project Management, SDLC, Software Project..., MS Project, Management, Agile Methodologies, Information Technology, Leadership, PMP, Risk Management, Integration, SQL, Software Quality..., Business Analysis, IT Strategy, Scrum, Cross-functional Team..., Agile Application..., Project Estimation, Metrics Definition, Metrics Reporting
Education
Michigan State University
Michael Pescatore, CIMA's Putnam Investments Experience June 2003 - March 2005
Job Senior Vice President, Business Development at Envestnet, Inc.
Industry Financial Services
Experience
Envestnet, Inc April 2012 - Present
Placemark Investments April 2005 - April 2012
Putnam Investments June 2003 - March 2005
AIG SunAmerica July 1998 - March 2002
AXA Advisors May 1996 - July 1998
Skills
Managed Accounts, Investment Advisory, Managing Accounts, Separately Managed..., Mutual Funds, Asset Management, Alternative Investments, Strategy, ETFs, Investments, Strategic Financial..., Portfolio Management, Financial Advisory, Series 7, Retirement
Education
Merrimack College 2004 — 2005
Certificate, Financial Planning
Syracuse University - Martin J. Whitman School of Management 1989 — 1993
B.S, of Marketing
Envestnet, Inc April 2012 - Present
Placemark Investments April 2005 - April 2012
Putnam Investments June 2003 - March 2005
AIG SunAmerica July 1998 - March 2002
AXA Advisors May 1996 - July 1998
Skills
Managed Accounts, Investment Advisory, Managing Accounts, Separately Managed..., Mutual Funds, Asset Management, Alternative Investments, Strategy, ETFs, Investments, Strategic Financial..., Portfolio Management, Financial Advisory, Series 7, Retirement
Education
Merrimack College 2004 — 2005
Certificate, Financial Planning
Syracuse University - Martin J. Whitman School of Management 1989 — 1993
B.S, of Marketing
David Bizewski's Putnam Investments Experience 1997 - 1998
Job Vice President OnBoarding at BlackRock
Industry Investment Management
Experience
BlackRock July 2013 - Present
JPMorgan Chase August 2011 - June 2013
Legg Mason 2008 - August 2011
Legg Mason 2006 - 2008
MFS Investment Management 2005 - 2006
State Street Bank 2003 - 2005
Deutsche Bank 2000 - 2003
PFPC Global Fubnd Services 1998 - 2000
Putnam Investments 1997 - 1998
Skills
Budget Analysis, Financial Reporting, Budgeting, Mutual Funds, Finance, Internal Controls, Auditing, Analysis, Fund Accounting, Financial Analysis, Fund Administration, Asset Managment, Corporate Actions, Investments, Fund Of Funds, Alternative Investments, Risk Management, Leadership, Project Management, Fixed Income, Process Improvement, Annual Reports, Global Custody, Service Level Agreements, Budgets, Bloomberg
Education
Southern New Hampshire University 2012 — 2014
Master of Business Administration (M.B.A.), International Finance
Merrimack College 1993 — 1997
BS in Business Administration, Finance and Management Concentrations
BlackRock July 2013 - Present
JPMorgan Chase August 2011 - June 2013
Legg Mason 2008 - August 2011
Legg Mason 2006 - 2008
MFS Investment Management 2005 - 2006
State Street Bank 2003 - 2005
Deutsche Bank 2000 - 2003
PFPC Global Fubnd Services 1998 - 2000
Putnam Investments 1997 - 1998
Skills
Budget Analysis, Financial Reporting, Budgeting, Mutual Funds, Finance, Internal Controls, Auditing, Analysis, Fund Accounting, Financial Analysis, Fund Administration, Asset Managment, Corporate Actions, Investments, Fund Of Funds, Alternative Investments, Risk Management, Leadership, Project Management, Fixed Income, Process Improvement, Annual Reports, Global Custody, Service Level Agreements, Budgets, Bloomberg
Education
Southern New Hampshire University 2012 — 2014
Master of Business Administration (M.B.A.), International Finance
Merrimack College 1993 — 1997
BS in Business Administration, Finance and Management Concentrations
Melissa (Spas) Varone's Putnam Investments Experience 2005 - 2007
Job Corporate Bond Trading Assistant at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company June 2012 - Present
Loomis Sayles January 2011 - June 2012
State Street Bank January 2007 - January 2011
Putnam Investments 2005 - 2007
Education
Merrimack College 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Loomis, Sayles & Company June 2012 - Present
Loomis Sayles January 2011 - June 2012
State Street Bank January 2007 - January 2011
Putnam Investments 2005 - 2007
Education
Merrimack College 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Nicole Withrow's Putnam Investments Experience July 2008 - Present
Job Project Leader Intranet & Communications
Industry Financial Services
Experience
Putnam Investments July 2008 - Present
Putnam Investments 2005 - 2008
Putnam Investments 2000 - 2005
Putnam Investments 1999 - 2000
The Eagle-Tribune January 1997 - March 1999
Skills
Dreamweaver, WordPress, Web 2.0, Lotus Notes, Financial Services, Email Marketing, Mutual Funds, Technical Writing, HTML, Call Centers, SEO, HTML + CSS, Web Design, Writing, Internal Communications, Photoshop, Journalism, Interwoven, Adobe Fireworks, Microsoft Suites, Image Editing, Documentations, Copy Editing, Corporate Communications, Press Releases, Microsoft Excel, Process Improvement, Social Media, Relationship Management, Customer Service
Education
Merrimack College 2004 — 2011
Web design
University of Massachusetts, Amherst 1992 — 1996
BA, cum laude, Journalism, Psychology
Putnam Investments July 2008 - Present
Putnam Investments 2005 - 2008
Putnam Investments 2000 - 2005
Putnam Investments 1999 - 2000
The Eagle-Tribune January 1997 - March 1999
Skills
Dreamweaver, WordPress, Web 2.0, Lotus Notes, Financial Services, Email Marketing, Mutual Funds, Technical Writing, HTML, Call Centers, SEO, HTML + CSS, Web Design, Writing, Internal Communications, Photoshop, Journalism, Interwoven, Adobe Fireworks, Microsoft Suites, Image Editing, Documentations, Copy Editing, Corporate Communications, Press Releases, Microsoft Excel, Process Improvement, Social Media, Relationship Management, Customer Service
Education
Merrimack College 2004 — 2011
Web design
University of Massachusetts, Amherst 1992 — 1996
BA, cum laude, Journalism, Psychology
William Boziuk's Putnam Investments Experience August 2006 - June 2009
Job Director, Auto Tactical Research at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance August 2013 - Present
Liberty Mutual Insurance July 2011 - July 2013
Tuck School of Business at Dartmouth August 2009 - August 2011
Putnam Investments August 2006 - June 2009
Wellington Management Company, LLP July 2004 - August 2006
Skills
Financial Analysis, Business Strategy, Customer Experience, Project Management, Investment Strategies, Innovation Consulting, Financial Modeling, Data Analysis, Leadership, Management, Analysis, Product Management
Education
The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Middlebury College 2001 — 2004
BA, International Politics & Economics, Chinese
Beijing Institute of Education
Liberty Mutual Insurance August 2013 - Present
Liberty Mutual Insurance July 2011 - July 2013
Tuck School of Business at Dartmouth August 2009 - August 2011
Putnam Investments August 2006 - June 2009
Wellington Management Company, LLP July 2004 - August 2006
Skills
Financial Analysis, Business Strategy, Customer Experience, Project Management, Investment Strategies, Innovation Consulting, Financial Modeling, Data Analysis, Leadership, Management, Analysis, Product Management
Education
The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Middlebury College 2001 — 2004
BA, International Politics & Economics, Chinese
Beijing Institute of Education
Mohammed Bagegni's Putnam Investments Experience January 2006 - December 2006
Job Student at Merrimack College
Industry International Trade and Development
Experience
Putnam Investments January 2006 - December 2006
Men's Wearhouse December 2002 - March 2005
Education
Merrimack College 2004 — 2008
Putnam Investments January 2006 - December 2006
Men's Wearhouse December 2002 - March 2005
Education
Merrimack College 2004 — 2008
Rick DeGregorio's Putnam Investments Experience July 2002 - October 2012
Job Sr. Compliance Consultant at Regulatory Compliance, LLC
Industry Financial Services
Experience
Regulatory Compliance, LLC July 2015 - Present
Detwiler Fenton September 2013 - March 2015
Putnam Investments July 2002 - October 2012
H.C. Wainwright May 2001 - July 2002
Tucker Anthony July 1996 - May 2001
Chubb Securities Corporation September 1994 - June 1996
Skills
Mutual Funds, Series 63, Series 7, FINRA, Securities, Investments, Series 24, Financial Services, Alternative Investments, Equities, Asset Management, Series 6, Vendor Management
Education
Merrimack College
Bachelor's Degree
Regulatory Compliance, LLC July 2015 - Present
Detwiler Fenton September 2013 - March 2015
Putnam Investments July 2002 - October 2012
H.C. Wainwright May 2001 - July 2002
Tucker Anthony July 1996 - May 2001
Chubb Securities Corporation September 1994 - June 1996
Skills
Mutual Funds, Series 63, Series 7, FINRA, Securities, Investments, Series 24, Financial Services, Alternative Investments, Equities, Asset Management, Series 6, Vendor Management
Education
Merrimack College
Bachelor's Degree
Tracy Sweeney's Putnam Investments Experience December 2010 - May 2014
Job Data Operations Analyst at eVestment
Industry Financial Services
Experience
eVestment May 2014 - Present
Putnam Investments December 2010 - May 2014
Out Of the Blue Gift Baskets March 2003 - March 2010
Putnam Investments February 2000 - December 2009
Cambridge Associates March 1998 - January 2000
Gordon Brothers Corporation October 1997 - January 1998
Skills
Budgets, Management, Event Planning, Training
Education
Merrimack College 1992 — 1997
Bachelor of Science, Management and Finance
Bishop Fenwick High School 1992 — 1992
Diploma
eVestment May 2014 - Present
Putnam Investments December 2010 - May 2014
Out Of the Blue Gift Baskets March 2003 - March 2010
Putnam Investments February 2000 - December 2009
Cambridge Associates March 1998 - January 2000
Gordon Brothers Corporation October 1997 - January 1998
Skills
Budgets, Management, Event Planning, Training
Education
Merrimack College 1992 — 1997
Bachelor of Science, Management and Finance
Bishop Fenwick High School 1992 — 1992
Diploma
Jeffrey Estella's Putnam Investments Experience August 1991 - May 1999
Job Director of Global Equity Trading at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 1999 - Present
Putnam Investments August 1991 - May 1999
Education
Merrimack College 1989 — 1994
BS, Finance
MFS Investment Management May 1999 - Present
Putnam Investments August 1991 - May 1999
Education
Merrimack College 1989 — 1994
BS, Finance
Kristen Siciliano's Putnam Investments Experience 1997 - 1998
Job Private Client Relationship Advisor at Brown Advisory | Thoughtful Investing
Industry Financial Services
Experience
Brown Advisory June 2015 - Present
Highmount Capital April 2003 - June 2015
Atlantic Trust 2002 - 2003
OMAM (Old Mutual Asset Management) 1998 - 2002
Putnam Investments 1997 - 1998
Skills
Client Services, Relationship Management, Asset Management, Wealth Management, Portfolio Management, Family Office, Investments
Education
Merrimack College 1993 — 1997
Bachelor’s Degree, Accounting
Brown Advisory June 2015 - Present
Highmount Capital April 2003 - June 2015
Atlantic Trust 2002 - 2003
OMAM (Old Mutual Asset Management) 1998 - 2002
Putnam Investments 1997 - 1998
Skills
Client Services, Relationship Management, Asset Management, Wealth Management, Portfolio Management, Family Office, Investments
Education
Merrimack College 1993 — 1997
Bachelor’s Degree, Accounting
James Curley's Putnam Investments Experience April 1999 - April 2005
Job Audit Manager at Tufts Health Plan
Industry Hospital & Health Care
Experience
Tufts Health Plan November 2007 - Present
PwC April 2005 - January 2007
Putnam Investments April 1999 - April 2005
Skills
Auditing, Internal Audit, Internal Controls
Education
Merrimack College 1993 — 1998
Accounting
Tufts Health Plan November 2007 - Present
PwC April 2005 - January 2007
Putnam Investments April 1999 - April 2005
Skills
Auditing, Internal Audit, Internal Controls
Education
Merrimack College 1993 — 1998
Accounting
Rebecca Brown's Putnam Investments Experience January 1997 - July 2006
Job Realtor
Industry Real Estate
Experience
Berkshire Hathaway Home Services Verani Realty June 2010 - Present
Bankers Life and Casualty January 2008 - September 2009
Putnam investments January 1997 - July 2006
UPS September 1991 - July 1996
Skills
Real Estate, Investment Properties, Short Sales, Investments, First Time Home Buyers, Relocation, Buyer Representation, Single Family Homes, Condos, New Home Sales, Sellers, Mutual Funds, Certified Relocation, Foreclosures, New Homes, Mortgage Lending, Negotiation, Retirement, Financial Analysis, Construction, Series 7, Residential Homes, Customer-focused Service
Education
Merrimack College 2003 — 2005
Certification, Financial Planning
University of Arizona, Eller College of Management 1968 — 1972
Public Administration, Economics, Government
Berkshire Hathaway Home Services Verani Realty June 2010 - Present
Bankers Life and Casualty January 2008 - September 2009
Putnam investments January 1997 - July 2006
UPS September 1991 - July 1996
Skills
Real Estate, Investment Properties, Short Sales, Investments, First Time Home Buyers, Relocation, Buyer Representation, Single Family Homes, Condos, New Home Sales, Sellers, Mutual Funds, Certified Relocation, Foreclosures, New Homes, Mortgage Lending, Negotiation, Retirement, Financial Analysis, Construction, Series 7, Residential Homes, Customer-focused Service
Education
Merrimack College 2003 — 2005
Certification, Financial Planning
University of Arizona, Eller College of Management 1968 — 1972
Public Administration, Economics, Government
Mark Iorio's Putnam Investments Experience 1999 - 2000
Job Senior Advisor Asset Management Compliance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments September 2007 - December 2014
Liberty Mutual May 2006 - September 2007
Liberty Mutual January 2003 - May 2006
Agero, Inc. January 2002 - December 2002
Omgeo 2000 - 2001
Putnam Investments 1999 - 2000
Skills
Business Analysis, Requirements Gathering, Data Analysis, Project Management, Business Requirements, Risk Management, Peer Mentoring, Mentoring, Risk Assessment, Lean Management, Lean Thinking, Lean Tools, Six Sigma, Compliance, Process Improvement, Access, Financial Services, Business Intelligence, Visio, Analysis, Vendor Management, SDLC, Requirements Analysis, Business Process..., Asset Management
Education
Merrimack College 1994 — 1999
BS, Finance and International Business
Boston College High School 1990 — 1994
Fidelity Investments January 2015 - Present
Fidelity Investments September 2007 - December 2014
Liberty Mutual May 2006 - September 2007
Liberty Mutual January 2003 - May 2006
Agero, Inc. January 2002 - December 2002
Omgeo 2000 - 2001
Putnam Investments 1999 - 2000
Skills
Business Analysis, Requirements Gathering, Data Analysis, Project Management, Business Requirements, Risk Management, Peer Mentoring, Mentoring, Risk Assessment, Lean Management, Lean Thinking, Lean Tools, Six Sigma, Compliance, Process Improvement, Access, Financial Services, Business Intelligence, Visio, Analysis, Vendor Management, SDLC, Requirements Analysis, Business Process..., Asset Management
Education
Merrimack College 1994 — 1999
BS, Finance and International Business
Boston College High School 1990 — 1994
Chris Kotyla's Putnam Investments Experience January 1997 - Present
Job Pricing Manager at Putnam Investments
Industry Accounting
Experience
Putnam Investments January 1997 - Present
Education
Merrimack College 1993 — 1997
Accounting
Putnam Investments January 1997 - Present
Education
Merrimack College 1993 — 1997
Accounting
Kevin Lucey's Putnam Investments Experience 1995 - 2003
Job Managing Director at Hamilton Lane
Industry Investment Management
Experience
Hamilton Lane January 2007 - Present
Delaware Investments, a member of the Macquarie Group June 2003 - December 2006
Putnam Investments 1995 - 2003
Education
Merrimack College 1985 — 1989
Bachelor of Science (BS), Finance
Hamilton Lane January 2007 - Present
Delaware Investments, a member of the Macquarie Group June 2003 - December 2006
Putnam Investments 1995 - 2003
Education
Merrimack College 1985 — 1989
Bachelor of Science (BS), Finance
Glenn Howard's Putnam Investments Experience May 2002 - December 2004
Job Project Director at Towers Watson
Industry Financial Services
Experience
Towers Watson April 2015 - Present
Mercer March 2012 - March 2015
Mercer July 2009 - February 2012
Mercer May 2006 - June 2009
Mercer January 2005 - May 2006
Putnam Investments May 2002 - December 2004
Putnam Investments April 1998 - April 2002
Skills
Employee Benefits, Defined Benefit, Benefits Administration, Outsourcing, Leadership, Management, Pensions, Project Management, Defined Contribution, Pension Administration, 401k, ERISA, Client Services, Open Enrollment, Retirement Planning, Software Documentation, System Administration, Health & Welfare..., Health Benefits..., Employee Engagement, Relationship Management, Sales
Education
Merrimack College 1995 — 1998
Business Administration and Management, General
Towers Watson April 2015 - Present
Mercer March 2012 - March 2015
Mercer July 2009 - February 2012
Mercer May 2006 - June 2009
Mercer January 2005 - May 2006
Putnam Investments May 2002 - December 2004
Putnam Investments April 1998 - April 2002
Skills
Employee Benefits, Defined Benefit, Benefits Administration, Outsourcing, Leadership, Management, Pensions, Project Management, Defined Contribution, Pension Administration, 401k, ERISA, Client Services, Open Enrollment, Retirement Planning, Software Documentation, System Administration, Health & Welfare..., Health Benefits..., Employee Engagement, Relationship Management, Sales
Education
Merrimack College 1995 — 1998
Business Administration and Management, General
Colin Naughton's Putnam Investments Experience 2001 - 2009
Job Business Intelligence Advisors
Industry Financial Services
Experience
Business Intelligence Advisors 2009 - Present
Putnam Investments 2001 - 2009
Education
Middlebury College
BA, Political Science
Business Intelligence Advisors 2009 - Present
Putnam Investments 2001 - 2009
Education
Middlebury College
BA, Political Science
Jeff Dewolfe's Putnam Investments Experience 1998 - 2006
Job Investment Management Professional
Industry Investment Management
Experience
NRT Insurance October 2011 - May 2012
Marsh Insurance July 2010 - October 2011
State Street Bank 2006 - 2008
Putnam Investments 1998 - 2006
Education
Miami University 1979 — 1983
BA, Economics
NRT Insurance October 2011 - May 2012
Marsh Insurance July 2010 - October 2011
State Street Bank 2006 - 2008
Putnam Investments 1998 - 2006
Education
Miami University 1979 — 1983
BA, Economics
Helen Ziniti's Putnam Investments Experience September 2008 - October 2009
Job Team Administrator at GMO
Industry Financial Services
Experience
GMO December 2014 - Present
GMO July 2011 - November 2014
Boston Consulting Group October 2009 - July 2011
Putnam Investments September 2008 - October 2009
The Hamilton Company June 2006 - September 2008
Merrimack College October 2003 - May 2006
Skills
Microsoft Office, Research, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Marketing, Project Management, Social Media, Event Planning, Fundraising, Budgets, Teamwork, Management, Team Building, Time Management, Operations Management, Process Improvement, Leadership, Training, Nonprofits, Public Relations, Salesforce.com, Marketing Communications, Process Scheduler, Human Resources, Recruiting, Program Management, Team Leadership, Accounting, Leadership Development, Project Planning, Business Development, Social Networking, Organizational..., Finance, Strategy, Event Management, Business Analysis, Software Documentation
Education
Merrimack College 2002 — 2006
Bachelor Degree, Liberal Arts; English
GMO December 2014 - Present
GMO July 2011 - November 2014
Boston Consulting Group October 2009 - July 2011
Putnam Investments September 2008 - October 2009
The Hamilton Company June 2006 - September 2008
Merrimack College October 2003 - May 2006
Skills
Microsoft Office, Research, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Marketing, Project Management, Social Media, Event Planning, Fundraising, Budgets, Teamwork, Management, Team Building, Time Management, Operations Management, Process Improvement, Leadership, Training, Nonprofits, Public Relations, Salesforce.com, Marketing Communications, Process Scheduler, Human Resources, Recruiting, Program Management, Team Leadership, Accounting, Leadership Development, Project Planning, Business Development, Social Networking, Organizational..., Finance, Strategy, Event Management, Business Analysis, Software Documentation
Education
Merrimack College 2002 — 2006
Bachelor Degree, Liberal Arts; English
Tom Holland's Putnam Investments Experience 1996 - 1999
Job President at Sun Capsule
Industry Financial Services
Experience
Sun Capsule October 2014 - Present
Santander Investment January 2013 - Present
SANTANDER INVESTMENT SECURITIES January 2013 - May 2014
Sovereign Bank June 2010 - December 2012
RMB October 2009 - June 2010
Bank of America January 2007 - March 2009
Resource Management of Boston March 2005 - January 2007
State Street Research March 2001 - February 2005
Putnam Investments 1996 - 1999
Stride Rite 1986 - 1996
Skills
Strategy, Business Development, Product Management, Leadership, Financial Services, Investments, Mutual Funds, Management, Mergers & Acquisitions, Asset Management, Strategic Planning, Process Improvement, Series 7, Sales Management, Marketing Strategy, Sales, Operations Management, Training, Sales Process, Team Leadership, Asset Managment, Analysis, Insurance, Change Management
Education
Merrimack College 1982 — 1986
B.S, Finance
Sun Capsule October 2014 - Present
Santander Investment January 2013 - Present
SANTANDER INVESTMENT SECURITIES January 2013 - May 2014
Sovereign Bank June 2010 - December 2012
RMB October 2009 - June 2010
Bank of America January 2007 - March 2009
Resource Management of Boston March 2005 - January 2007
State Street Research March 2001 - February 2005
Putnam Investments 1996 - 1999
Stride Rite 1986 - 1996
Skills
Strategy, Business Development, Product Management, Leadership, Financial Services, Investments, Mutual Funds, Management, Mergers & Acquisitions, Asset Management, Strategic Planning, Process Improvement, Series 7, Sales Management, Marketing Strategy, Sales, Operations Management, Training, Sales Process, Team Leadership, Asset Managment, Analysis, Insurance, Change Management
Education
Merrimack College 1982 — 1986
B.S, Finance
Bud Angelus, CIMA's Putnam Investments Experience July 2011 - Present
Job Sr. Regional Marketing Director at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2011 - Present
AllianceBernstein May 2006 - July 2011
Nuveen Investments September 1995 - May 2006
Kimberly-Clark February 1992 - September 1995
Xerox Corporation September 1989 - February 1992
Skills
Mutual Funds, Series 7, Wealth Management, Separately Managed..., Fixed Income, Practice Management, LinkedIn, Equities
Education
Michigan State University 1985 — 1989
BS, Marketing
Putnam Investments July 2011 - Present
AllianceBernstein May 2006 - July 2011
Nuveen Investments September 1995 - May 2006
Kimberly-Clark February 1992 - September 1995
Xerox Corporation September 1989 - February 1992
Skills
Mutual Funds, Series 7, Wealth Management, Separately Managed..., Fixed Income, Practice Management, LinkedIn, Equities
Education
Michigan State University 1985 — 1989
BS, Marketing
Jason Bukowski's Putnam Investments Experience February 2006 - February 2009
Job Business / Data Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2013 - Present
Brown Brothers Harriman December 2011 - June 2013
State Street Bank May 2011 - May 2012
J.P. Morgan Chase Bank May 2010 - March 2011
New England Biolabs May 2009 - February 2010
Putnam Investments February 2006 - February 2009
Prudential Howe & Doherty, REALTORS January 2002 - January 2006
MFS Investment Management May 1994 - January 2002
Education
Merrimack College 1986 — 1991
BSBA, Finance
BNY Mellon November 2013 - Present
Brown Brothers Harriman December 2011 - June 2013
State Street Bank May 2011 - May 2012
J.P. Morgan Chase Bank May 2010 - March 2011
New England Biolabs May 2009 - February 2010
Putnam Investments February 2006 - February 2009
Prudential Howe & Doherty, REALTORS January 2002 - January 2006
MFS Investment Management May 1994 - January 2002
Education
Merrimack College 1986 — 1991
BSBA, Finance
Bob Scurfield's Putnam Investments Experience December 2010 - Present
Job Corporate Tax Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 2010 - Present
EMC August 2008 - December 2010
National Interstate Insurance Company June 2007 - August 2007
CVS Caremark June 2006 - August 2006
Skills
Corporate Tax, SAP, Essbase, Finance, Tax
Education
Miami University 2004 — 2008
Bachelors of Science in Business, Double Major: Accounting & Finance
Putnam Investments December 2010 - Present
EMC August 2008 - December 2010
National Interstate Insurance Company June 2007 - August 2007
CVS Caremark June 2006 - August 2006
Skills
Corporate Tax, SAP, Essbase, Finance, Tax
Education
Miami University 2004 — 2008
Bachelors of Science in Business, Double Major: Accounting & Finance
Libor Vojkovsky's Putnam Investments Experience July 2003 - February 2009
Job Business Analyst (contractor) at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2010 - June 2012
Putnam Investments July 2003 - February 2009
Skills
Business Analysis, Access, Fixed Income, Excel, SQL, Data Analysis, Financial Analysis, Analysis, Lotus Notes, Investments, Requirements Analysis, Vendor Management, Equities, PowerPoint, Business Process..., Business Process, Word, Documentation, Microsoft Office, GoldenSource, Eagle PACE, Financial Services, Microsoft Excel
Education
Suffolk University
MBA, Finance
Merrimack College
BS, Finance
Smeralova
Ameriprise Financial Services, Inc. November 2010 - June 2012
Putnam Investments July 2003 - February 2009
Skills
Business Analysis, Access, Fixed Income, Excel, SQL, Data Analysis, Financial Analysis, Analysis, Lotus Notes, Investments, Requirements Analysis, Vendor Management, Equities, PowerPoint, Business Process..., Business Process, Word, Documentation, Microsoft Office, GoldenSource, Eagle PACE, Financial Services, Microsoft Excel
Education
Suffolk University
MBA, Finance
Merrimack College
BS, Finance
Smeralova
Carolyn Regan's Putnam Investments Experience February 2000 - February 2003
Job Executive Office Professional
Industry Executive Office
Experience
Toxikon Corporation 2009 - Present
TomTom, Concord, MA August 2009 - October 2009
Qualxserv September 2006 - May 2009
Datawatch February 2006 - May 2006
US Filter December 2005 - January 2006
Half Pints Learning Center, Tewksbury, MA October 2004 - November 2005
Little Sprouts Child Enrichment Center, Methuen, MA August 2004 - October 2004
Putnam Investments February 2000 - February 2003
MIT Lincoln Laboratory February 1989 - August 1999
Education
Middlesex Community College 2003 — 2004
Certificate, Early Childhood Education
Middlesex Community College 1986 — 1989
Associate of Science, Word Processing
Toxikon Corporation 2009 - Present
TomTom, Concord, MA August 2009 - October 2009
Qualxserv September 2006 - May 2009
Datawatch February 2006 - May 2006
US Filter December 2005 - January 2006
Half Pints Learning Center, Tewksbury, MA October 2004 - November 2005
Little Sprouts Child Enrichment Center, Methuen, MA August 2004 - October 2004
Putnam Investments February 2000 - February 2003
MIT Lincoln Laboratory February 1989 - August 1999
Education
Middlesex Community College 2003 — 2004
Certificate, Early Childhood Education
Middlesex Community College 1986 — 1989
Associate of Science, Word Processing
Douglas Heald's Putnam Investments Experience November 2008 - November 2009
Job at
Industry Financial Services
Experience
EMPOWER Retirement November 2014 - Present
Great-West Financial April 2013 - November 2014
Great-West Retirement Services June 2012 - April 2013
Great-West Retirement Services November 2011 - June 2012
Great-West Retirement Services November 2009 - November 2011
Putnam Investments November 2008 - November 2009
Northwestern Mutual June 2008 - September 2008
Skills
Series 6, Series 63, Employee Benefits, Asset Allocation, 401k, Mutual Funds, Customer Service, Customer Relations, Word, PowerPoint, Outlook, Microsoft Office, Retirement, FINRA Series 6, Securities, Customer Satisfaction, Defined Benefit, Benefits Administration, IRA's, Mentoring, Coaching, FINRA Series 63, Salesforce.com, Customer Retention, Financial Services, Life Insurance, 403 b, Training, Retirement Planning, Relationship Management, Qualified Retirement..., Team Building, Analysis, FINRA, Financial Analysis, Fixed Annuities, IRAs, Insurance, Investments, Leadership, Microsoft Word, Series 7, Wealth Management, Sales, Finance
Education
Merrimack College 2005 — 2009
Bachelor, Double Major: Finance, Economics
EMPOWER Retirement November 2014 - Present
Great-West Financial April 2013 - November 2014
Great-West Retirement Services June 2012 - April 2013
Great-West Retirement Services November 2011 - June 2012
Great-West Retirement Services November 2009 - November 2011
Putnam Investments November 2008 - November 2009
Northwestern Mutual June 2008 - September 2008
Skills
Series 6, Series 63, Employee Benefits, Asset Allocation, 401k, Mutual Funds, Customer Service, Customer Relations, Word, PowerPoint, Outlook, Microsoft Office, Retirement, FINRA Series 6, Securities, Customer Satisfaction, Defined Benefit, Benefits Administration, IRA's, Mentoring, Coaching, FINRA Series 63, Salesforce.com, Customer Retention, Financial Services, Life Insurance, 403 b, Training, Retirement Planning, Relationship Management, Qualified Retirement..., Team Building, Analysis, FINRA, Financial Analysis, Fixed Annuities, IRAs, Insurance, Investments, Leadership, Microsoft Word, Series 7, Wealth Management, Sales, Finance
Education
Merrimack College 2005 — 2009
Bachelor, Double Major: Finance, Economics
Brad Libby's Putnam Investments Experience October 2006 - December 2009
Job Credit Analyst Wellington
Industry Financial Services
Experience
Putnam Investments October 2006 - December 2009
Putnam Investments August 2001 - September 2006
Education
The University of Chicago 1999 — 2001
MBA, Finance, Accounting
Middlebury College 1991 — 1995
BA, Psychology
Putnam Investments October 2006 - December 2009
Putnam Investments August 2001 - September 2006
Education
The University of Chicago 1999 — 2001
MBA, Finance, Accounting
Middlebury College 1991 — 1995
BA, Psychology
Sean Silva, CFA's Putnam Investments Experience August 2006 - July 2008
Job Quantitative Research Associate at Landmark Partners
Industry Financial Services
Experience
Landmark Partners October 2013 - Present
Landmark Partners May 2012 - September 2013
Landmark Partners April 2011 - May 2012
Cambridge Associates August 2008 - April 2011
Putnam Investments August 2006 - July 2008
Skills
Private Equity, Alternative Investments, Investments, Valuation, Financial Modeling
Education
Merrimack College 2004 — 2008
BS, Finance
Landmark Partners October 2013 - Present
Landmark Partners May 2012 - September 2013
Landmark Partners April 2011 - May 2012
Cambridge Associates August 2008 - April 2011
Putnam Investments August 2006 - July 2008
Skills
Private Equity, Alternative Investments, Investments, Valuation, Financial Modeling
Education
Merrimack College 2004 — 2008
BS, Finance
Kate Menzie's Putnam Investments Experience May 2013 - Present
Job Fund Expense Analyst at Putnam Investments
Industry Investment Management
Experience
Putnam Investments May 2013 - Present
Education
Merrimack College 1982 — 1986
Bachelor of Arts (B.A.), Mathematics and Computer Science
Putnam Investments May 2013 - Present
Education
Merrimack College 1982 — 1986
Bachelor of Arts (B.A.), Mathematics and Computer Science
Christine Jaeger's Putnam Investments Experience September 2011 - August 2013
Job Plymouth Public Schools
Industry Education Management
Experience
Plymouth Public Schools March 2015 - Present
PanAgora Asset Management August 2013 - March 2015
Putnam Investments September 2011 - August 2013
Putnam Investments June 2009 - September 2011
Putnam Investments January 2008 - August 2008
Plimoth Plantation May 2007 - August 2007
Education
Merrimack College 2005 — 2009
Bachelor of Science (BS), Finance, Economics
Plymouth Public Schools March 2015 - Present
PanAgora Asset Management August 2013 - March 2015
Putnam Investments September 2011 - August 2013
Putnam Investments June 2009 - September 2011
Putnam Investments January 2008 - August 2008
Plimoth Plantation May 2007 - August 2007
Education
Merrimack College 2005 — 2009
Bachelor of Science (BS), Finance, Economics
Gerald D'Apice's Putnam Investments Experience September 2010 - June 2011
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Great West Retirement Services July 2011 - July 2013
Putnam Investments September 2010 - June 2011
Skills
Mutual Funds, Series 63, Series 6, Series 7, Bloomberg, Defined Contribution, 401k, Fixed Income, FINRA, Defined Benefit, Equities, Securities, Investments, Uniform Combined State..., Financial Services, Call Center, Lotus Notes, Series 24, Asset Allocation, Customer Service
Education
Merrimack College 2006 — 2010
Bachelor of Science (BS), Finance, General
Fidelity Investments August 2013 - Present
Great West Retirement Services July 2011 - July 2013
Putnam Investments September 2010 - June 2011
Skills
Mutual Funds, Series 63, Series 6, Series 7, Bloomberg, Defined Contribution, 401k, Fixed Income, FINRA, Defined Benefit, Equities, Securities, Investments, Uniform Combined State..., Financial Services, Call Center, Lotus Notes, Series 24, Asset Allocation, Customer Service
Education
Merrimack College 2006 — 2010
Bachelor of Science (BS), Finance, General
Bill Schmitt's Putnam Investments Experience November 2012 - Present
Job Head of Fixed Income Risk at Putnam Investments
Industry Financial Services
Experience
Putnam Investments November 2012 - Present
Putnam Investments July 2003 - October 2012
Skills
Credit Derivatives, Bloomberg, Fixed Income, Equities, Financial Risk, Hedge Funds
Education
MIT 1998 — 2003
Ph.D., Chemcial Engineering
Michigan State University 1994 — 1998
BS, Chemical Engineering
Putnam Investments November 2012 - Present
Putnam Investments July 2003 - October 2012
Skills
Credit Derivatives, Bloomberg, Fixed Income, Equities, Financial Risk, Hedge Funds
Education
MIT 1998 — 2003
Ph.D., Chemcial Engineering
Michigan State University 1994 — 1998
BS, Chemical Engineering
Janet Rice's Putnam Investments Experience April 1997 - Present
Job Sr Operations Supervisor at Putnam Investments
Industry Financial Services
Experience
Putnam Investments April 1997 - Present
Skills
Mutual Funds, Call Centers, Process Improvement, Financial Services, Series 63, Investments, Securities, Operations Management, Vendor Management, Series 6, Risk Management, Asset Allocation, Equities, Financial Analysis, Bloomberg, Customer Service, 401k, Access, Lotus Notes, Management, Microsoft Excel, Finance
Education
Middlesex Community College
Associate's degree, Accounting
Putnam Investments April 1997 - Present
Skills
Mutual Funds, Call Centers, Process Improvement, Financial Services, Series 63, Investments, Securities, Operations Management, Vendor Management, Series 6, Risk Management, Asset Allocation, Equities, Financial Analysis, Bloomberg, Customer Service, 401k, Access, Lotus Notes, Management, Microsoft Excel, Finance
Education
Middlesex Community College
Associate's degree, Accounting
Corey Berard's Putnam Investments Experience June 2001 - 2005
Job Sr. Participant Services Team Leader at Mercer
Industry Human Resources
Experience
Mercer April 2013 - Present
Mercer March 2008 - March 2013
Mercer 2007 - 2008
Mercer 2005 - 2007
Putnam Investments June 2001 - 2005
Skills
Employee Benefits, Defined Benefit, Employee Relations, Benefits Administration, 401k, Change Management, Human Resources, Management, Outsourcing, People Skills, Defined Contribution, Healthcare Management, Call Centers, ERISA, Deferred Compensation, Pension Administration, COBRA
Education
UMass Lowell
Bachelor's degree, Business Administration and Management, General
Middlesex Community College
Associate's degree, Business Administration and Management, General
Mercer April 2013 - Present
Mercer March 2008 - March 2013
Mercer 2007 - 2008
Mercer 2005 - 2007
Putnam Investments June 2001 - 2005
Skills
Employee Benefits, Defined Benefit, Employee Relations, Benefits Administration, 401k, Change Management, Human Resources, Management, Outsourcing, People Skills, Defined Contribution, Healthcare Management, Call Centers, ERISA, Deferred Compensation, Pension Administration, COBRA
Education
UMass Lowell
Bachelor's degree, Business Administration and Management, General
Middlesex Community College
Associate's degree, Business Administration and Management, General
Diana Flowers's Putnam Investments Experience April 2012 - Present
Job Benefits Representative at Putnam Investments
Industry Financial Services
Experience
Putnam Investments April 2012 - Present
Putnam Investments January 2008 - January 2012
Putnam Investments May 1999 - January 2012
Putnam Investments 1998 - 1999
Putnam Investments 1997 - 1998
Fleet Bank 1987 - 1997
Skills
401k, Employee Relations, Benefits Administration
Education
Merrimack College
B.A, Psychology & Sociology
Putnam Investments April 2012 - Present
Putnam Investments January 2008 - January 2012
Putnam Investments May 1999 - January 2012
Putnam Investments 1998 - 1999
Putnam Investments 1997 - 1998
Fleet Bank 1987 - 1997
Skills
401k, Employee Relations, Benefits Administration
Education
Merrimack College
B.A, Psychology & Sociology
Jon-Paul Ascenzo, CPA's Putnam Investments Experience 2005 - 2007
Job Senior Accountant at Cynosure
Industry Accounting
Experience
Cynosure, Inc. November 2013 - Present
Thermo Fisher Scientific 2010 - November 2013
Crowe Paradis Services Corporation 2009 - 2010
Parent, McLaughlin & Nangle, CPAs 2007 - 2009
Putnam Investments 2005 - 2007
Skills
Financial Reporting, Accounting, Finance, General Ledger, GAAP, Auditing, US GAAP, Financial Analysis, Internal Controls, Revenue Recognition, Account Reconciliation, CPA, Accounts Payable, Tax
Education
Suffolk University 2012 — 2014
Master's degree, Taxation
Merrimack College 2003 — 2007
Bachelor's Degree in Business Adminstration, Accounting
Cynosure, Inc. November 2013 - Present
Thermo Fisher Scientific 2010 - November 2013
Crowe Paradis Services Corporation 2009 - 2010
Parent, McLaughlin & Nangle, CPAs 2007 - 2009
Putnam Investments 2005 - 2007
Skills
Financial Reporting, Accounting, Finance, General Ledger, GAAP, Auditing, US GAAP, Financial Analysis, Internal Controls, Revenue Recognition, Account Reconciliation, CPA, Accounts Payable, Tax
Education
Suffolk University 2012 — 2014
Master's degree, Taxation
Merrimack College 2003 — 2007
Bachelor's Degree in Business Adminstration, Accounting
Kelly MacNeil's Putnam Investments Experience September 2014 - Present
Job Administrative Assistant at Putnam Investments
Industry Financial Services
Experience
Putnam Investments September 2014 - Present
Skills
Process Improvement, Project Management, Program Management, Business Analysis, Risk Management, Integration, Data Analysis, Strategic Planning, Team Leadership, Financial Analysis, Microsoft Excel, Team Building, Account Management, Budgets, Microsoft Office, Customer Service, Marketing, Marketing Strategy, Mutual Funds, Financial Services
Education
PranaVayu Yoga Teacher Training 200h 2009 — 2010
Certified Yoga Instructor
Salem State University 2002 — 2008
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Middlesex Community College 1999 — 2002
Associate of Science (AS), Computer Science
Putnam Investments September 2014 - Present
Skills
Process Improvement, Project Management, Program Management, Business Analysis, Risk Management, Integration, Data Analysis, Strategic Planning, Team Leadership, Financial Analysis, Microsoft Excel, Team Building, Account Management, Budgets, Microsoft Office, Customer Service, Marketing, Marketing Strategy, Mutual Funds, Financial Services
Education
PranaVayu Yoga Teacher Training 200h 2009 — 2010
Certified Yoga Instructor
Salem State University 2002 — 2008
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Middlesex Community College 1999 — 2002
Associate of Science (AS), Computer Science
Jennalyn Buxton's Putnam Investments Experience June 2000 - May 2001
Job Vice President Unit Head, Investment Compliance at State Street
Industry Financial Services
Experience
State Street March 2010 - Present
State Street March 2008 - March 2010
State Street July 2006 - March 2008
State Street June 2004 - July 2006
State Street January 2003 - June 2004
State Street November 2001 - January 2003
State Street May 2001 - November 2001
Putnam Investments June 2000 - May 2001
Skills
Investment Compliance, Investment Advisor..., Investment Management, Compliance, Regulatory Filings, Accounting, Sales Presentations, Sales Process
Education
Merrimack College
Bachelor's degree, Accounting
State Street March 2010 - Present
State Street March 2008 - March 2010
State Street July 2006 - March 2008
State Street June 2004 - July 2006
State Street January 2003 - June 2004
State Street November 2001 - January 2003
State Street May 2001 - November 2001
Putnam Investments June 2000 - May 2001
Skills
Investment Compliance, Investment Advisor..., Investment Management, Compliance, Regulatory Filings, Accounting, Sales Presentations, Sales Process
Education
Merrimack College
Bachelor's degree, Accounting