Putnam Investments
Description
Putnam Investments is a privately owned investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Parent organization: Great-West Lifeco Customer service: 00 1 617-292-1000 Number of employees: 1,700+ CEO: Robert L. Reynolds (1 Jul 2008–) Headquarters: Boston, Massachusetts, United States Subsidiaries: PanAgora Asset Management, Inc.,
Putnam Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Putnam Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Putnam Investments Employees
Employee
Years
Job
Industry
Francis J Duggan Francis J Duggan's Putnam Investments Experience February 2007 - May 2008
Job Francis J Duggan | Sales Manager | Consultant | Sr. Account Executive | Money Expert | Entertainer | Author | Investor
Industry Internet
Experience
Coin & Buck April 2014 - Present
۩ RealScout March 2013 - April 2014
Apple July 2012 - April 2013
Transammonia November 2010 - January 2012
Ultimate Medical Academy July 2010 - November 2010
Edward Jones July 2009 - July 2010
Merrill Lynch July 2008 - August 2008
Oppenheimer & Co. May 2008 - July 2008
Putnam Investments February 2007 - May 2008
J.Crew 2007 - 2008
Skills
CRM, Budgets, Sales, Leadership, Project Management, Marketing, Financial Analysis, Management, Sales Operations, New Business Development, Marketing Strategy, Start-ups, Strategic Financial..., Training, Business Planning, Management Consulting, Risk Management, Strategy, Social Networking, Entrepreneurship, Finance, Logistics, Email Marketing, Recruiting, Social Media, Facebook, SAP, Business Development, FAR and DFAR, Six Sigma, Supply Chain Management, Business Law, Day Trading, Social Media Strategist, Market Analysis, Financial Accounting, Sales Management, Analysis, Project Planning, Investments, Public Speaking, Social Media Marketing, Salesforce.com, Customer Service, Consulting, Strategic Planning, Microsoft Office, Negotiation
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
The Second City
Improv, Conservatory
Pasadena City College 2014 — 2015
Radio and Television
College for Financial Planning 2012 — 2012
Accredited Asset Management Specialist
Bridgewater State University 2005 — 2009
Bachelor's Degree, Accounting & Finance Minor: Business Management, Cum Laude
The Washington Center for Internships and Academic Seminars 2008 — 2008
Entrepreneurship/Entrepreneurial Studies
Central Catholic High School 2003 — 2005
High School
Lowell Catholic High School 2001 — 2003
High School
Coin & Buck April 2014 - Present
۩ RealScout March 2013 - April 2014
Apple July 2012 - April 2013
Transammonia November 2010 - January 2012
Ultimate Medical Academy July 2010 - November 2010
Edward Jones July 2009 - July 2010
Merrill Lynch July 2008 - August 2008
Oppenheimer & Co. May 2008 - July 2008
Putnam Investments February 2007 - May 2008
J.Crew 2007 - 2008
Skills
CRM, Budgets, Sales, Leadership, Project Management, Marketing, Financial Analysis, Management, Sales Operations, New Business Development, Marketing Strategy, Start-ups, Strategic Financial..., Training, Business Planning, Management Consulting, Risk Management, Strategy, Social Networking, Entrepreneurship, Finance, Logistics, Email Marketing, Recruiting, Social Media, Facebook, SAP, Business Development, FAR and DFAR, Six Sigma, Supply Chain Management, Business Law, Day Trading, Social Media Strategist, Market Analysis, Financial Accounting, Sales Management, Analysis, Project Planning, Investments, Public Speaking, Social Media Marketing, Salesforce.com, Customer Service, Consulting, Strategic Planning, Microsoft Office, Negotiation
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
The Second City
Improv, Conservatory
Pasadena City College 2014 — 2015
Radio and Television
College for Financial Planning 2012 — 2012
Accredited Asset Management Specialist
Bridgewater State University 2005 — 2009
Bachelor's Degree, Accounting & Finance Minor: Business Management, Cum Laude
The Washington Center for Internships and Academic Seminars 2008 — 2008
Entrepreneurship/Entrepreneurial Studies
Central Catholic High School 2003 — 2005
High School
Lowell Catholic High School 2001 — 2003
High School
Michelle Greer Michelle Greer's Putnam Investments Experience September 2005 - February 2010
Job Staff Operations Specialist at Medrio
Industry Computer Software
Experience
Medrio May 2013 - Present
Many Hopes January 2011 - Present
Agile Credit February 2013 - May 2013
Orinda Asset Management February 2011 - December 2012
Pine Street Inn December 2008 - February 2010
Putnam Investments September 2005 - February 2010
Skills
Microsoft Excel, Client Liaison, Relationship Management, Territory Management, Marketing, Public Speaking, Mutual Funds, Financial Services, Salesforce.com, Sales, Training, Grassroots Fundraising, Volunteer Recruiting, Non-profit Volunteer, Planning & Execution of..., Series 63, Series 7, Series 6, Investments, Asset Allocation, Portfolio Management, Human Resources, Start-ups
Education
Azusa Pacific University 2001 — 2004
Bachelor of Science (BS), International Business, 3.75
Medrio May 2013 - Present
Many Hopes January 2011 - Present
Agile Credit February 2013 - May 2013
Orinda Asset Management February 2011 - December 2012
Pine Street Inn December 2008 - February 2010
Putnam Investments September 2005 - February 2010
Skills
Microsoft Excel, Client Liaison, Relationship Management, Territory Management, Marketing, Public Speaking, Mutual Funds, Financial Services, Salesforce.com, Sales, Training, Grassroots Fundraising, Volunteer Recruiting, Non-profit Volunteer, Planning & Execution of..., Series 63, Series 7, Series 6, Investments, Asset Allocation, Portfolio Management, Human Resources, Start-ups
Education
Azusa Pacific University 2001 — 2004
Bachelor of Science (BS), International Business, 3.75
Jeff Saef Jeff Saef's Putnam Investments Experience May 2000 - June 2005
Job Managing Director, Head of Retail Multi Asset Strategies at BlackRock
Industry Financial Services
Experience
BlackRock May 2014 - Present
BNY Mellon Asset Management November 2008 - January 2014
Fidelity Investments July 2005 - June 2008
Putnam Investments May 2000 - June 2005
Independence Investments August 1994 - May 2000
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Fixed Income, Series 7, Equities, Portfolio Management, Investment Management, Investment Strategies, Series 63, Capital Markets, Financial Services, ETFs, Securities, Investment Advisory, Series 24, Valuation, Emerging Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1995
MBA, General Management
Brown University 1984 — 1988
Bachelor of Arts (B.A.), Dual major, Business Economics and Computer Science, Business/Managerial Economics and Computer Science
Concord-Carlisle High School 1980 — 1984
High School
BlackRock May 2014 - Present
BNY Mellon Asset Management November 2008 - January 2014
Fidelity Investments July 2005 - June 2008
Putnam Investments May 2000 - June 2005
Independence Investments August 1994 - May 2000
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Fixed Income, Series 7, Equities, Portfolio Management, Investment Management, Investment Strategies, Series 63, Capital Markets, Financial Services, ETFs, Securities, Investment Advisory, Series 24, Valuation, Emerging Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1995
MBA, General Management
Brown University 1984 — 1988
Bachelor of Arts (B.A.), Dual major, Business Economics and Computer Science, Business/Managerial Economics and Computer Science
Concord-Carlisle High School 1980 — 1984
High School
Wendy Driscoll's Putnam Investments Experience 2001 - 2003
Job Sr. Director at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual May 2010 - July 2015
Liberty Mutual Insurance August 2007 - May 2010
Liberty Mutual Insurance August 2005 - August 2007
Interactive Data August 2003 - August 2005
Putnam Investments 2001 - 2003
Skills
Analysis, Insurance, Business Analysis, Risk Management, Property & Casualty..., SDLC, Process Improvement, Financial Analysis, Data Analysis, Negotiation, Analytics, Requirements Gathering, Access, Strategy, Business Strategy, Leadership, Business Process..., Project Management, SAS, Business Intelligence, Cross-functional Team..., Financial Modeling, Vendor Management
Education
The Institutes - CPCU 2010 — 2011
CPCU: Chartered Property Casualty Underwriter, Insurance: Personal and Commercial Lines
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual May 2010 - July 2015
Liberty Mutual Insurance August 2007 - May 2010
Liberty Mutual Insurance August 2005 - August 2007
Interactive Data August 2003 - August 2005
Putnam Investments 2001 - 2003
Skills
Analysis, Insurance, Business Analysis, Risk Management, Property & Casualty..., SDLC, Process Improvement, Financial Analysis, Data Analysis, Negotiation, Analytics, Requirements Gathering, Access, Strategy, Business Strategy, Leadership, Business Process..., Project Management, SAS, Business Intelligence, Cross-functional Team..., Financial Modeling, Vendor Management
Education
The Institutes - CPCU 2010 — 2011
CPCU: Chartered Property Casualty Underwriter, Insurance: Personal and Commercial Lines
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Brian Merrick's Putnam Investments Experience 1995 - 2004
Job Vice President Relationship Management at Voya Financial
Industry Financial Services
Experience
Voya Financial April 2014 - Present
ING U.S. July 2011 - April 2014
ING U.S. July 2008 - December 2011
CitiStreet March 2008 - July 2008
Deloitte Consulting September 2004 - March 2008
Putnam Investments 1995 - 2004
Skills
Series 6, Management Consulting, Series 63
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2003
MBA, Finance
College of the Holy Cross 1991 — 1995
BA, Economics
Voya Financial April 2014 - Present
ING U.S. July 2011 - April 2014
ING U.S. July 2008 - December 2011
CitiStreet March 2008 - July 2008
Deloitte Consulting September 2004 - March 2008
Putnam Investments 1995 - 2004
Skills
Series 6, Management Consulting, Series 63
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2003
MBA, Finance
College of the Holy Cross 1991 — 1995
BA, Economics
Alicia Traverse's Putnam Investments Experience 2014 - Present
Job Project Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments 2014 - Present
CVS Caremark Corporation 2014 - Present
Putnam Investments February 1997 - Present
Education
Babson College
Putnam Investments 2014 - Present
CVS Caremark Corporation 2014 - Present
Putnam Investments February 1997 - Present
Education
Babson College
Samantha Cotier's Putnam Investments Experience March 2015 - Present
Job Human Resources Specialist at Putnam Investments
Industry Human Resources
Experience
Putnam Investments March 2015 - Present
Putnam Investments August 2012 - Present
MIT Sloan School of Management July 2012 - August 2012
Babson College Human Resources Department September 2010 - May 2012
Babson Phonathon January 2009 - May 2012
Babson FREE Press May 2010 - May 2011
Babson College May 2010 - August 2010
DAM! Energy Mints January 2009 - May 2009
Skills
Employee Relations, Microsoft Office, Survey Monkey, Team Building, PowerPoint, Customer Service, Confidentiality, Conflict Resolution, SharePoint, Administrative Work, Microsoft Excel, Microsoft Word, Interviews, Training
Education
Babson College 2008 — 2012
Bachelor of Science, Business Administration and Management, General, 3.24
Boothbay Region High School 2004 — 2008
Putnam Investments March 2015 - Present
Putnam Investments August 2012 - Present
MIT Sloan School of Management July 2012 - August 2012
Babson College Human Resources Department September 2010 - May 2012
Babson Phonathon January 2009 - May 2012
Babson FREE Press May 2010 - May 2011
Babson College May 2010 - August 2010
DAM! Energy Mints January 2009 - May 2009
Skills
Employee Relations, Microsoft Office, Survey Monkey, Team Building, PowerPoint, Customer Service, Confidentiality, Conflict Resolution, SharePoint, Administrative Work, Microsoft Excel, Microsoft Word, Interviews, Training
Education
Babson College 2008 — 2012
Bachelor of Science, Business Administration and Management, General, 3.24
Boothbay Region High School 2004 — 2008
venkatesh satyanarayana venkatesh satyanarayana's Putnam Investments Experience November 2000 - April 2010
Job Oracle DBA at Wipro Technologies
Industry Information Technology and Services
Experience
Neiman Marcus May 2013 - Present
Putnam Investments November 2000 - April 2010
Qsoft systems February 1996 - October 2000
Education
BMS College of Engineering, Bangalore 1991 — 1995
Bachelor of Engineering (BE), Telecommunications Engineering
vijaya college 1989 — 1991
PUC, Electorincs
vijaya high school 1986 — 1989
SSLC
Neiman Marcus May 2013 - Present
Putnam Investments November 2000 - April 2010
Qsoft systems February 1996 - October 2000
Education
BMS College of Engineering, Bangalore 1991 — 1995
Bachelor of Engineering (BE), Telecommunications Engineering
vijaya college 1989 — 1991
PUC, Electorincs
vijaya high school 1986 — 1989
SSLC
Qingping Joy Bai LicAC, Dipl.OM Qingping Joy Bai LicAC, Dipl.OM's Putnam Investments Experience 1997 - 1997
Job President and Practitioner at Bai s Acupuncture and Herbs LLC/Clearriverblu Herbs & Acupuncture LLC
Industry Health, Wellness and Fitness
Experience
Clearriverblu Herbs and Acupuncture/Bai s Acupuncture and Herbs LLC April 2014 - Present
New England School of Acupuncture May 2013 - April 2014
Malden Clinic May 2013 - December 2013
Pathway September 2013 - October 2013
Ni's Acupuncture April 2011 - September 2011
Pilgrim Congregational Church-UCC (St. Louis) 1999 - 2003
Putnam Investments 1997 - 1997
Lincoln National Corporation 1995 - 1996
Skills
Acupuncture, Chinese Herbal Medicine, Herbal, Traditional Chinese..., Healthcare, Herbs, Fertility, Nutrition, Public Speaking, Strategic Planning, Coaching, Microsoft Office, Digestive Disorders, Infertility, Chronic Illness, Alternative Medicine, Wellness, Holistic Health, Treatment, Pain Management, Healing
Education
University of Windsor, Windsor, Ontario, Canada 1990 — 1993
Master's degree, Sociology and Anthropology
Beijing Normal University 1981 — 1988
BA and MA, Higher Education/Higher Education Administration
New England School of Acupuncture
Master of Oriental Medicine, Acupuncture and Herbs
Clearriverblu Herbs and Acupuncture/Bai s Acupuncture and Herbs LLC April 2014 - Present
New England School of Acupuncture May 2013 - April 2014
Malden Clinic May 2013 - December 2013
Pathway September 2013 - October 2013
Ni's Acupuncture April 2011 - September 2011
Pilgrim Congregational Church-UCC (St. Louis) 1999 - 2003
Putnam Investments 1997 - 1997
Lincoln National Corporation 1995 - 1996
Skills
Acupuncture, Chinese Herbal Medicine, Herbal, Traditional Chinese..., Healthcare, Herbs, Fertility, Nutrition, Public Speaking, Strategic Planning, Coaching, Microsoft Office, Digestive Disorders, Infertility, Chronic Illness, Alternative Medicine, Wellness, Holistic Health, Treatment, Pain Management, Healing
Education
University of Windsor, Windsor, Ontario, Canada 1990 — 1993
Master's degree, Sociology and Anthropology
Beijing Normal University 1981 — 1988
BA and MA, Higher Education/Higher Education Administration
New England School of Acupuncture
Master of Oriental Medicine, Acupuncture and Herbs
Lyndon Mouton Lyndon Mouton's Putnam Investments Experience June 2007 - August 2007
Job
Industry Venture Capital & Private Equity
Experience
Partners Group January 2012 - August 2014
FTI Consulting April 2010 - August 2011
US Bank September 2009 - April 2010
New Sector Alliance May 2009 - August 2009
Nashton Partners February 2009 - May 2009
North American Management February 2009 - May 2009
Merrill Lynch June 2008 - August 2008
Putnam Investments June 2007 - August 2007
Skills
Financial Modeling, Valuation, Market Research, Management Consulting, Competitive Analysis, Presentation Development, Investor Relations, Corporate Governance, Private Equity, Financial Analysis, Investments, Business Strategy, Strategy, Investment Banking, Emerging Markets, Portfolio Management
Education
SDA Bocconi 2009 — 2009
Bachelor of Science (BS)
Babson College 2005 — 2009
Bachelor of Science
Partners Group January 2012 - August 2014
FTI Consulting April 2010 - August 2011
US Bank September 2009 - April 2010
New Sector Alliance May 2009 - August 2009
Nashton Partners February 2009 - May 2009
North American Management February 2009 - May 2009
Merrill Lynch June 2008 - August 2008
Putnam Investments June 2007 - August 2007
Skills
Financial Modeling, Valuation, Market Research, Management Consulting, Competitive Analysis, Presentation Development, Investor Relations, Corporate Governance, Private Equity, Financial Analysis, Investments, Business Strategy, Strategy, Investment Banking, Emerging Markets, Portfolio Management
Education
SDA Bocconi 2009 — 2009
Bachelor of Science (BS)
Babson College 2005 — 2009
Bachelor of Science
Hillary Theriault Hillary Theriault's Putnam Investments Experience February 1996 - May 2002
Job Dedicated and energetic marketing professional with proven results
Industry Marketing and Advertising
Experience
Community Bank of the Chesapeake May 2009 - Present
Community Bank of the Chesapeake 2004 - 2007
High Point Communications Group 2002 - 2003
Putnam Investments February 1996 - May 2002
Skills
Marketing Communications, Marketing, Direct Mail, Marketing Strategy, Email Marketing, Social Media Marketing, Integrated Marketing, Corporate Communications, Social Media, Public Relations, Advertising, Strategic Planning, Market Research, Microsoft Excel, Brand Management, Microsoft Word, Online Advertising, Customer Acquisition, Press Releases, Media Relations, Event Management, Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2001
MBA, Marketing
Dickinson College 1989 — 1993
Bachelor of Science, Biology and History
Community Bank of the Chesapeake May 2009 - Present
Community Bank of the Chesapeake 2004 - 2007
High Point Communications Group 2002 - 2003
Putnam Investments February 1996 - May 2002
Skills
Marketing Communications, Marketing, Direct Mail, Marketing Strategy, Email Marketing, Social Media Marketing, Integrated Marketing, Corporate Communications, Social Media, Public Relations, Advertising, Strategic Planning, Market Research, Microsoft Excel, Brand Management, Microsoft Word, Online Advertising, Customer Acquisition, Press Releases, Media Relations, Event Management, Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2001
MBA, Marketing
Dickinson College 1989 — 1993
Bachelor of Science, Biology and History
Ed Deeds's Putnam Investments Experience June 2012 - July 2014
Job Regional Vice President Institutional Markets at Transamerica Retirement Solutions
Industry Financial Services
Experience
Putnam Investments June 2012 - July 2014
Transamerica Retirement Solutions 2014 - 2014
Ameritas Retirement Plans February 2006 - February 2012
ADP Retirement Services January 1996 - February 2006
ADP January 1996 - February 2006
Skills
401k, Retirement, Pensions, Defined Benefit, Mutual Funds, Retirement Planning, Employee Benefits, Insurance, Series 63, Investments, Financial Services, Investment Advisory, Series 6, Series 26
Education
Ball State University - College of Business 1982 — 1986
BS, Finance and Banking
Manchester High School 1979 — 1982
Putnam Investments June 2012 - July 2014
Transamerica Retirement Solutions 2014 - 2014
Ameritas Retirement Plans February 2006 - February 2012
ADP Retirement Services January 1996 - February 2006
ADP January 1996 - February 2006
Skills
401k, Retirement, Pensions, Defined Benefit, Mutual Funds, Retirement Planning, Employee Benefits, Insurance, Series 63, Investments, Financial Services, Investment Advisory, Series 6, Series 26
Education
Ball State University - College of Business 1982 — 1986
BS, Finance and Banking
Manchester High School 1979 — 1982
Andrew Isaacson Andrew Isaacson's Putnam Investments Experience December 2011 - January 2012
Job Investment Banking Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank March 2014 - Present
Landmark Ventures February 2013 - February 2014
Leppo & Leppo August 2012 - February 2013
The Massachusetts Department of Conservation and Recreation June 2011 - March 2012
Putnam Investments December 2011 - January 2012
Law Office of Alan H. Crede June 2011 - August 2011
State House March 2011 - August 2011
Frank S. Lombardi Law Associates June 2008 - August 2010
Skills
Litigation, Financial Modeling, Financial Analysis, Securities Law, Securities Regulation, Securities Offerings, Fixed Income Research, Equities, Corporate Finance, Private Equity, Legal Research, Legal Writing, Capital Markets, Venture Capital, Analysis, Valuation, Finance, Investments, Mergers & Acquisitions, Investment Banking
Education
Suffolk University Law School 2010 — 2012
Juris Doctor, Cum Laude, Business and Financial Services (With Distinction), Law
Bates College 2004 — 2008
Bachelor of Arts, Political Science
The University of Queensland 2007 — 2007
BA, Political Science
UBS Investment Bank March 2014 - Present
Landmark Ventures February 2013 - February 2014
Leppo & Leppo August 2012 - February 2013
The Massachusetts Department of Conservation and Recreation June 2011 - March 2012
Putnam Investments December 2011 - January 2012
Law Office of Alan H. Crede June 2011 - August 2011
State House March 2011 - August 2011
Frank S. Lombardi Law Associates June 2008 - August 2010
Skills
Litigation, Financial Modeling, Financial Analysis, Securities Law, Securities Regulation, Securities Offerings, Fixed Income Research, Equities, Corporate Finance, Private Equity, Legal Research, Legal Writing, Capital Markets, Venture Capital, Analysis, Valuation, Finance, Investments, Mergers & Acquisitions, Investment Banking
Education
Suffolk University Law School 2010 — 2012
Juris Doctor, Cum Laude, Business and Financial Services (With Distinction), Law
Bates College 2004 — 2008
Bachelor of Arts, Political Science
The University of Queensland 2007 — 2007
BA, Political Science
D.J. Shaughnessy's Putnam Investments Experience July 1993 - July 1995
Job Portfolio Manager
Industry Financial Services
Experience
FL Putnam October 2007 - Present
Markov Processes International 2006 - 2007
Bowdoin College January 2006 - November 2006
Wellington Management July 2000 - January 2006
Ibbotson Associates October 1995 - June 2000
Putnam Investments July 1993 - July 1995
Skills
Investments, Asset Allocation, Asset Managment, Portfolio Management, Investment Strategies
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2007
Masters, Business
University of Massachusetts, Amherst 1989 — 1993
Bachelor's degree, Economics
FL Putnam October 2007 - Present
Markov Processes International 2006 - 2007
Bowdoin College January 2006 - November 2006
Wellington Management July 2000 - January 2006
Ibbotson Associates October 1995 - June 2000
Putnam Investments July 1993 - July 1995
Skills
Investments, Asset Allocation, Asset Managment, Portfolio Management, Investment Strategies
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2007
Masters, Business
University of Massachusetts, Amherst 1989 — 1993
Bachelor's degree, Economics
Aaron Naisbitt's Putnam Investments Experience November 2009 - January 2011
Job Associate at Dunn Rush & Co. LLC
Industry Investment Banking
Experience
Dunn Rush & Co. LLC May 2015 - Present
Dunn Rush & Co. LLC April 2014 - May 2015
Kamylon Capital March 2012 - April 2014
Putnam Investments November 2009 - January 2011
Putnam Investments November 2008 - November 2009
Skills
Financial Modeling, Private Equity, Finance, Valuation, Investments, Mergers & Acquisitions, Financial Analysis, Analysis, Fixed Income, PowerPoint, Equities, Mutual Funds, Process Improvement, Customer Service, Bloomberg, Microsoft Excel, Options, Trading, Corporate Finance, Alternative Investments, Bloomberg Terminal, Due Diligence
Education
Babson College
BS, Finance & Economics
Dunn Rush & Co. LLC May 2015 - Present
Dunn Rush & Co. LLC April 2014 - May 2015
Kamylon Capital March 2012 - April 2014
Putnam Investments November 2009 - January 2011
Putnam Investments November 2008 - November 2009
Skills
Financial Modeling, Private Equity, Finance, Valuation, Investments, Mergers & Acquisitions, Financial Analysis, Analysis, Fixed Income, PowerPoint, Equities, Mutual Funds, Process Improvement, Customer Service, Bloomberg, Microsoft Excel, Options, Trading, Corporate Finance, Alternative Investments, Bloomberg Terminal, Due Diligence
Education
Babson College
BS, Finance & Economics
Heather Peck's Putnam Investments Experience August 1990 - November 1992
Job Assistant Treasurer at Town of Sherborn
Industry Accounting
Experience
Town of Sherborn August 2010 - Present
Book Keeping Services November 2004 - August 2014
Grove Street Advisors August 2001 - November 2003
Bain Capital November 2000 - August 2001
Investors Bank & Trust Company November 1992 - November 2000
Putnam Investments August 1990 - November 1992
Arthur Andersen & Co. June 1988 - August 1990
Skills
Accounting, Financial Statements, Financial Reporting, Strategic Planning, Auditing, Strategy, Tax, Account Reconciliation, Analysis, Business Strategy
Education
Babson College
Town of Sherborn August 2010 - Present
Book Keeping Services November 2004 - August 2014
Grove Street Advisors August 2001 - November 2003
Bain Capital November 2000 - August 2001
Investors Bank & Trust Company November 1992 - November 2000
Putnam Investments August 1990 - November 1992
Arthur Andersen & Co. June 1988 - August 1990
Skills
Accounting, Financial Statements, Financial Reporting, Strategic Planning, Auditing, Strategy, Tax, Account Reconciliation, Analysis, Business Strategy
Education
Babson College
Maria Scammell's Putnam Investments Experience 1996 - 1997
Job Client Service Manager at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services June 2014 - Present
Harvard Pilgrim Health Care October 2011 - June 2014
New York Life Retirement Plan Services 2006 - October 2011
New York Life Retirement Plan Services 1997 - 2006
Putnam Investments 1996 - 1997
Skills
Employee Benefits, Project Management, Program Management, Training, Training Delivery, Relationship Management, Employee Training, Human Resources, Networking, Staff Development, Business Planning, Management, Leadership, Performance Management, Call Centers, Retirement
Education
Babson College 1988 — 1993
Bachelor of Science (B.S.), Finance/Investments
QHS 1984 — 1988
John Hancock Retirement Plan Services June 2014 - Present
Harvard Pilgrim Health Care October 2011 - June 2014
New York Life Retirement Plan Services 2006 - October 2011
New York Life Retirement Plan Services 1997 - 2006
Putnam Investments 1996 - 1997
Skills
Employee Benefits, Project Management, Program Management, Training, Training Delivery, Relationship Management, Employee Training, Human Resources, Networking, Staff Development, Business Planning, Management, Leadership, Performance Management, Call Centers, Retirement
Education
Babson College 1988 — 1993
Bachelor of Science (B.S.), Finance/Investments
QHS 1984 — 1988
Scott Littlewood, AIF® Scott Littlewood, AIF®'s Putnam Investments Experience June 2001 - September 2003
Job Retirement Services Wholesaler at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group February 2015 - Present
ADP Retirement Services June 2009 - February 2015
Fidelity Investments January 2004 - May 2009
Putnam Investments June 2001 - September 2003
Skills
401k, Insurance, Retirement, Marketing, Financial Advisory, Investments, Business Development, ADP Payroll, Employee Benefits, Series 63, Banking, Series 6, Retirement Planning, Mutual Funds, Sales
Education
Franklin College, Switzerland 2000 — 2001
International Finance, International Finance
Baldwin-Wallace College 1997 — 2001
BS, Business
MassMutual Financial Group February 2015 - Present
ADP Retirement Services June 2009 - February 2015
Fidelity Investments January 2004 - May 2009
Putnam Investments June 2001 - September 2003
Skills
401k, Insurance, Retirement, Marketing, Financial Advisory, Investments, Business Development, ADP Payroll, Employee Benefits, Series 63, Banking, Series 6, Retirement Planning, Mutual Funds, Sales
Education
Franklin College, Switzerland 2000 — 2001
International Finance, International Finance
Baldwin-Wallace College 1997 — 2001
BS, Business
Edward Huard Edward Huard's Putnam Investments Experience March 2015 - Present
Job Investment Systems Consultant at Putnam Investments
Industry Financial Services
Experience
Putnam Investments March 2015 - Present
ConvergEx Group January 2013 - January 2015
Eze Castle Software November 2010 - December 2012
US Energy Systems, LLC May 2010 - November 2010
Babson College May 2010 - September 2010
Fubei Electric Co. January 2010 - May 2010
Boston Graduate Leadership Organization 2010 - 2010
NeoMundo September 2009 - December 2009
World Entrepreneurship Forum November 2009 - November 2009
Skills
Start-ups, Financial Modeling, Business Strategy, Marketing Strategy, Leadership, Entrepreneurship, Market Research, Management, Business Planning, Program Management, Data Analysis, Business Development
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2010
Masters of Science in Entrepreneurship, Global Entrepreneurship
University of Massachusetts, Amherst 2005 — 2009
BBA, Corporate Finance
Putnam Investments March 2015 - Present
ConvergEx Group January 2013 - January 2015
Eze Castle Software November 2010 - December 2012
US Energy Systems, LLC May 2010 - November 2010
Babson College May 2010 - September 2010
Fubei Electric Co. January 2010 - May 2010
Boston Graduate Leadership Organization 2010 - 2010
NeoMundo September 2009 - December 2009
World Entrepreneurship Forum November 2009 - November 2009
Skills
Start-ups, Financial Modeling, Business Strategy, Marketing Strategy, Leadership, Entrepreneurship, Market Research, Management, Business Planning, Program Management, Data Analysis, Business Development
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2010
Masters of Science in Entrepreneurship, Global Entrepreneurship
University of Massachusetts, Amherst 2005 — 2009
BBA, Corporate Finance
Kristen Gelwick (Alioto) Kristen Gelwick (Alioto)'s Putnam Investments Experience 2001 - 2004
Job VP, Relationship Manager at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management July 2013 - Present
Acadian Asset Management February 2008 - Present
Wellington Management 2006 - 2008
Loomis, Sayles & Company 2004 - 2006
Putnam Investments 2001 - 2004
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2014
Master of Business Administration (MBA)
University of Rhode Island - College of Business Administration 1996 — 2000
Acadian Asset Management July 2013 - Present
Acadian Asset Management February 2008 - Present
Wellington Management 2006 - 2008
Loomis, Sayles & Company 2004 - 2006
Putnam Investments 2001 - 2004
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2014
Master of Business Administration (MBA)
University of Rhode Island - College of Business Administration 1996 — 2000
Kate Finney Kate Finney's Putnam Investments Experience September 2001 - 2005
Job Marketing Strategy Consultant at Voya Financial
Industry Marketing and Advertising
Experience
Voya Financial 2015 - Present
TIAA-CREF 2014 - 2014
Financial Engines April 2010 - October 2013
Financial Engines April 2007 - April 2010
Financial Engines September 2005 - April 2007
Putnam Investments September 2001 - 2005
Putnam Investments January 2001 - September 2002
Crimson & Brown Associates 1997 - 1999
Skills
Mutual Funds, 401k, Financial Services, Asset Allocation, Relationship Management, Series 63, Investments, Retirement, Marketing Communications, Strategic Planning, Integrated Marketing, Marketing Strategy, Marketing, Product Management, Cross-functional Team..., Strategic Partnerships, Strategy, Management
Education
Colby College 1993 — 1997
B.A., English Literature, French
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
M.B.A., Business
Voya Financial 2015 - Present
TIAA-CREF 2014 - 2014
Financial Engines April 2010 - October 2013
Financial Engines April 2007 - April 2010
Financial Engines September 2005 - April 2007
Putnam Investments September 2001 - 2005
Putnam Investments January 2001 - September 2002
Crimson & Brown Associates 1997 - 1999
Skills
Mutual Funds, 401k, Financial Services, Asset Allocation, Relationship Management, Series 63, Investments, Retirement, Marketing Communications, Strategic Planning, Integrated Marketing, Marketing Strategy, Marketing, Product Management, Cross-functional Team..., Strategic Partnerships, Strategy, Management
Education
Colby College 1993 — 1997
B.A., English Literature, French
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
M.B.A., Business
Cathy Lunger, CFA Cathy Lunger, CFA's Putnam Investments Experience January 1986 - January 1989
Job Loan Analyst at Wellesley Bank
Industry Financial Services
Experience
Wellesley Bank April 2013 - Present
CML Financial Solutions May 2011 - April 2013
Trilogy Financial Services May 2010 - May 2011
Babson College January 2000 - January 2002
Fisher College January 1998 - January 2000
BNY Mellon January 1995 - January 1997
Office of the Comptroller of the Currency January 1991 - January 1995
Putnam Investments January 1986 - January 1989
State Street January 1983 - January 1986
Skills
Accounting, Cash Flow, Budgeting, Analysis, Quickbooks, Teaching, Financials, Financial Reporting, Forecasting, Accounts Payable, Accounts Receivable, General Ledger, Financial Analysis, Reconciliation, Bookkeeping, Excel, Research, Financial Planning, Fixed Assets, Internal Controls, Balance, Accruals, Payroll, Planning, Financial Accounting, Financial Modeling, Peachtree, Cash Management, Auditing, Financial Management, Business Strategy, Credit, Investments, Securities, Strategic Planning, Asset Management, Microsoft Office, Risk Management, Small Business, Business Planning, Strategic Financial..., QuickBooks, Managerial Finance, Budgets, Portfolio Management, Banking, Finance, Financial Advisory, Management, Mutual Funds
Education
Babson College 1989 — 1991
Master, Business Administration
Ohio University 1980 — 1982
Bachelor of Business Administration, Finance
Wellesley Bank April 2013 - Present
CML Financial Solutions May 2011 - April 2013
Trilogy Financial Services May 2010 - May 2011
Babson College January 2000 - January 2002
Fisher College January 1998 - January 2000
BNY Mellon January 1995 - January 1997
Office of the Comptroller of the Currency January 1991 - January 1995
Putnam Investments January 1986 - January 1989
State Street January 1983 - January 1986
Skills
Accounting, Cash Flow, Budgeting, Analysis, Quickbooks, Teaching, Financials, Financial Reporting, Forecasting, Accounts Payable, Accounts Receivable, General Ledger, Financial Analysis, Reconciliation, Bookkeeping, Excel, Research, Financial Planning, Fixed Assets, Internal Controls, Balance, Accruals, Payroll, Planning, Financial Accounting, Financial Modeling, Peachtree, Cash Management, Auditing, Financial Management, Business Strategy, Credit, Investments, Securities, Strategic Planning, Asset Management, Microsoft Office, Risk Management, Small Business, Business Planning, Strategic Financial..., QuickBooks, Managerial Finance, Budgets, Portfolio Management, Banking, Finance, Financial Advisory, Management, Mutual Funds
Education
Babson College 1989 — 1991
Master, Business Administration
Ohio University 1980 — 1982
Bachelor of Business Administration, Finance
Louis Iglesias's Putnam Investments Experience 1994 - 2005
Job Chief Compliance Officer at PanAgora Asset Management, Inc.
Industry Investment Management
Experience
PanAgora Asset Management, Inc. 2005 - Present
Putnam Investments 1994 - 2005
Fidelity Investments 1989 - 1993
The Boston Company 1987 - 1989
Arthur Andersen & Co 1983 - 1987
Skills
Securities, Mutual Funds, Accounting, Investments, Portfolio Management, Tax, Alternative Investments, Prime Brokerage, Auditing, Executive Pay, Management, Financial Planners, Internal Audit, Financial Services, Hedge Funds, Banking, Fund Administration, Fixed Income, Equities, Investment Management, Risk Management, Due Diligence, Derivatives, Asset Management, Compliance, Regulatory Compliance, Quantitative Investment...
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1996
MBA, Focus in Information Technology and Organizational Design
Babson College 1979 — 1983
BS, Accounting
Framingham North High School 1974 — 1979
Diploma, High School/Secondary Diploma Programs
PanAgora Asset Management, Inc. 2005 - Present
Putnam Investments 1994 - 2005
Fidelity Investments 1989 - 1993
The Boston Company 1987 - 1989
Arthur Andersen & Co 1983 - 1987
Skills
Securities, Mutual Funds, Accounting, Investments, Portfolio Management, Tax, Alternative Investments, Prime Brokerage, Auditing, Executive Pay, Management, Financial Planners, Internal Audit, Financial Services, Hedge Funds, Banking, Fund Administration, Fixed Income, Equities, Investment Management, Risk Management, Due Diligence, Derivatives, Asset Management, Compliance, Regulatory Compliance, Quantitative Investment...
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1996
MBA, Focus in Information Technology and Organizational Design
Babson College 1979 — 1983
BS, Accounting
Framingham North High School 1974 — 1979
Diploma, High School/Secondary Diploma Programs
Paul Fichera, CFP® Paul Fichera, CFP®'s Putnam Investments Experience 1985 - 1997
Job Financial Services Professional focused on 401(k), Investments, and Retirement Income Planning
Industry Financial Services
Experience
Northwestern Mutual 2012 - Present
F-Factor Financial February 2010 - Present
Boston University June 2010 - September 2011
John Hancock 2007 - 2010
MFS Investment Management 1997 - 2007
Putnam Investments 1985 - 1997
Bradford Trust Company 1977 - 1985
Skills
Mutual Funds, Retirement Planning, 401k, Financial Services, Investments, Retirement, Series 63, Asset Management, Finance, Wealth Management, Management, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 1981 — 1985
MBA
Wesleyan University 1973 — 1977
BA
Boston College High School 1969 — 1973
Northwestern Mutual 2012 - Present
F-Factor Financial February 2010 - Present
Boston University June 2010 - September 2011
John Hancock 2007 - 2010
MFS Investment Management 1997 - 2007
Putnam Investments 1985 - 1997
Bradford Trust Company 1977 - 1985
Skills
Mutual Funds, Retirement Planning, 401k, Financial Services, Investments, Retirement, Series 63, Asset Management, Finance, Wealth Management, Management, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 1981 — 1985
MBA
Wesleyan University 1973 — 1977
BA
Boston College High School 1969 — 1973
Mark Forbush's Putnam Investments Experience 1986 - 1987
Job President at Paragon Software Solutions, Inc.
Industry Information Technology and Services
Experience
Paragon Software Solutions, Inc. January 1989 - Present
BBN Technologies 1987 - 1993
Putnam Investments 1986 - 1987
Skills
Accounting, Great Plains Software, Great Plains, Financial Reporting, Microsoft Dynamics GP, Forecasting, QuickBooks, CPA, General Ledger, Finance, Sarbanes-Oxley Act, Start-ups, Mergers & Acquisitions, CRM
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science, Accounting
Bentley University 1978 — 1982
Bachelor of Science (B.S.), Accountancy
Paragon Software Solutions, Inc. January 1989 - Present
BBN Technologies 1987 - 1993
Putnam Investments 1986 - 1987
Skills
Accounting, Great Plains Software, Great Plains, Financial Reporting, Microsoft Dynamics GP, Forecasting, QuickBooks, CPA, General Ledger, Finance, Sarbanes-Oxley Act, Start-ups, Mergers & Acquisitions, CRM
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science, Accounting
Bentley University 1978 — 1982
Bachelor of Science (B.S.), Accountancy
Judd Symon Judd Symon's Putnam Investments Experience 1997 - 2013
Job
Industry Investment Management
Experience
Manulife Financial November 2013 - Present
Manulife Financial May 2013 - November 2013
Putnam Investments 1997 - 2013
Fidelity Investments - FMTC Institutional Business October 1991 - October 1997
Skills
Mutual Funds, Securities, Fixed Income, Series 7, Middle Office, Securities Lending, Derivative Operations, Global Custody, International..., Fund Accounting, Investment..., Bond Funds, Exchange Traded..., Clearing Houses, Collateral Management, Hedge Funds, Omgeo Oasys, InvestOne, Equities, Financial Services, Asset Management, Series 63, Alternative Investments, Investments, Settlement, Derivatives, Trading, Bloomberg, Prime Brokerage, Trading Systems, Options, ETFs, Asset Allocation, Equity Trading, FINRA, Fund Of Funds, Equity Research, Financial Markets, Corporate Actions, Back Office, Bonds
Education
Babson College 1987 — 1991
Bachelor of Science (BS), Finance
Suffolk University
Suffolk University
Manulife Financial November 2013 - Present
Manulife Financial May 2013 - November 2013
Putnam Investments 1997 - 2013
Fidelity Investments - FMTC Institutional Business October 1991 - October 1997
Skills
Mutual Funds, Securities, Fixed Income, Series 7, Middle Office, Securities Lending, Derivative Operations, Global Custody, International..., Fund Accounting, Investment..., Bond Funds, Exchange Traded..., Clearing Houses, Collateral Management, Hedge Funds, Omgeo Oasys, InvestOne, Equities, Financial Services, Asset Management, Series 63, Alternative Investments, Investments, Settlement, Derivatives, Trading, Bloomberg, Prime Brokerage, Trading Systems, Options, ETFs, Asset Allocation, Equity Trading, FINRA, Fund Of Funds, Equity Research, Financial Markets, Corporate Actions, Back Office, Bonds
Education
Babson College 1987 — 1991
Bachelor of Science (BS), Finance
Suffolk University
Suffolk University
Paul Flynn's Putnam Investments Experience November 1993 - January 1999
Job Manager, Applications | Integrated Channel Applications at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2011 - Present
Northeastern University July 2009 - Present
Fidelity Investments 2007 - April 2011
Leapfrog Systems February 2006 - April 2011
Integrated Benefit Solutions October 2001 - February 2006
Pyramid Digital Solutions June 1999 - October 2001
John Hancock Funds January 1999 - June 1999
Putnam Investments November 1993 - January 1999
Skills
Visio, Access, Mainframe, Oracle, SQL, Microsoft Excel, Projects, PowerPoint, DB2, Microsoft Word, TSO, ClearQuest, OmniPlan, SDLC, Business Analysis, Problem Solving, Requirements Analysis, Agile Methodologies, Agile Project Management, Strategic Hiring, Systems Analysis, SOA, System Design, University Teaching, Web Applications, IT Management, Project Portfolio..., Software Project..., Business Requirements, Leadership, Cross-functional Team..., Requirements Gathering
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 2001
Master's of Business Administration (MBA), Information Technology & Finance
Boston College 1991 — 1993
Bachelor's of Science (BS), Management
Roger Williams University 1989 — 1991
TIAA-CREF April 2011 - Present
Northeastern University July 2009 - Present
Fidelity Investments 2007 - April 2011
Leapfrog Systems February 2006 - April 2011
Integrated Benefit Solutions October 2001 - February 2006
Pyramid Digital Solutions June 1999 - October 2001
John Hancock Funds January 1999 - June 1999
Putnam Investments November 1993 - January 1999
Skills
Visio, Access, Mainframe, Oracle, SQL, Microsoft Excel, Projects, PowerPoint, DB2, Microsoft Word, TSO, ClearQuest, OmniPlan, SDLC, Business Analysis, Problem Solving, Requirements Analysis, Agile Methodologies, Agile Project Management, Strategic Hiring, Systems Analysis, SOA, System Design, University Teaching, Web Applications, IT Management, Project Portfolio..., Software Project..., Business Requirements, Leadership, Cross-functional Team..., Requirements Gathering
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 2001
Master's of Business Administration (MBA), Information Technology & Finance
Boston College 1991 — 1993
Bachelor's of Science (BS), Management
Roger Williams University 1989 — 1991
Greg Xerras's Putnam Investments Experience May 1993 - November 1993
Job Regional Vice President at Octavus Group, LLC
Industry Financial Services
Experience
Octavus Group, LLC April 2011 - Present
ING Investment Management September 2009 - September 2010
Xerras Development, LLC July 2006 - June 2009
Pioneer Investments January 2003 - May 2006
Fidelity Investments May 1994 - January 2003
Putnam Investments May 1993 - November 1993
Education
Babson College 1990 — 1994
Bachelor of Science, Finance and Communications
St. John's Prep 1986 — 1990
High School
Octavus Group, LLC April 2011 - Present
ING Investment Management September 2009 - September 2010
Xerras Development, LLC July 2006 - June 2009
Pioneer Investments January 2003 - May 2006
Fidelity Investments May 1994 - January 2003
Putnam Investments May 1993 - November 1993
Education
Babson College 1990 — 1994
Bachelor of Science, Finance and Communications
St. John's Prep 1986 — 1990
High School
Tom Evans, CFA, PMP Tom Evans, CFA, PMP's Putnam Investments Experience July 1996 - July 1999
Job Director, Solution Delivery at Fidelity Investments
Industry Hospital & Health Care
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments July 2012 - Present
Northeastern University October 2013 - Present
The MENTOR Network August 2011 - August 2012
The MENTOR Network May 2009 - August 2011
The MENTOR Network 2006 - 2009
Pearson Prentice Hall 2004 - 2006
Eduventures, Inc. 1999 - 2002
Putnam Investments July 1996 - July 1999
Skills
Program Management, Business Process..., Leadership, Project Management, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA, General Studies
Williams College 1988 — 1992
B.A., Political Science
Lincoln High School
Fidelity Investments July 2015 - Present
Fidelity Investments July 2012 - Present
Northeastern University October 2013 - Present
The MENTOR Network August 2011 - August 2012
The MENTOR Network May 2009 - August 2011
The MENTOR Network 2006 - 2009
Pearson Prentice Hall 2004 - 2006
Eduventures, Inc. 1999 - 2002
Putnam Investments July 1996 - July 1999
Skills
Program Management, Business Process..., Leadership, Project Management, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA, General Studies
Williams College 1988 — 1992
B.A., Political Science
Lincoln High School
Brian R. York, GRI, ALHS Brian R. York, GRI, ALHS's Putnam Investments Experience October 1997 - August 2001
Job Broker In Charge / REALTOR and Property Manager
Industry Real Estate
Experience
United Country - York Realty August 2014 - Present
Cape Fear Property Management October 2006 - Present
Help-U-Sell Real Estate January 2004 - April 2006
Realty Executives July 2002 - January 2004
Coldwell Banker Residential Brokerage August 2001 - July 2002
Putnam Investments October 1997 - August 2001
Skills
Property Management, Property, Brokerage, REO, Short Sales, Foreclosures, Real Estate Financing, Listings, Commercial Real Estate, Lead Generation, Sales Management, New Business Development, Mergers, 1031 Exchanges, Real Estate Development, Marketing Strategy, Maintenance Management, Property Management..., National Association of..., Recruiting, Microsoft Office, Zillow, BPO, Lease Administration, Multi-unit, For Sale By Owner, Business Coaching, HR Consulting, Android, Succession Planning, 401k, 403 b, Defined Benefit, Defined Contribution, Mutual Funds, Banking, Aquisition, Multi-level-Marketing, Network Marketing..., Real Estate License, Wordpress, MRIS, Top Producer, Investment Banking, Yardi, Multiple Listing Service, Social Entrepreneurship, Social Networking Sites, Real Estate Transactions, Equator
Education
Emmanuel College 1998 — 2000
Bachelor of Science (B.S.), Business, 3.5
Bay State College 1996 — 1998
Associates Degree, Business Administration and Management, General, 3.75
United Country - York Realty August 2014 - Present
Cape Fear Property Management October 2006 - Present
Help-U-Sell Real Estate January 2004 - April 2006
Realty Executives July 2002 - January 2004
Coldwell Banker Residential Brokerage August 2001 - July 2002
Putnam Investments October 1997 - August 2001
Skills
Property Management, Property, Brokerage, REO, Short Sales, Foreclosures, Real Estate Financing, Listings, Commercial Real Estate, Lead Generation, Sales Management, New Business Development, Mergers, 1031 Exchanges, Real Estate Development, Marketing Strategy, Maintenance Management, Property Management..., National Association of..., Recruiting, Microsoft Office, Zillow, BPO, Lease Administration, Multi-unit, For Sale By Owner, Business Coaching, HR Consulting, Android, Succession Planning, 401k, 403 b, Defined Benefit, Defined Contribution, Mutual Funds, Banking, Aquisition, Multi-level-Marketing, Network Marketing..., Real Estate License, Wordpress, MRIS, Top Producer, Investment Banking, Yardi, Multiple Listing Service, Social Entrepreneurship, Social Networking Sites, Real Estate Transactions, Equator
Education
Emmanuel College 1998 — 2000
Bachelor of Science (B.S.), Business, 3.5
Bay State College 1996 — 1998
Associates Degree, Business Administration and Management, General, 3.75
Shruti Verma's Putnam Investments Experience August 2000 - March 2001
Job Senior Marketing Manager Laboratory Products Group
Industry Medical Devices
Experience
Thermo Fisher Scientific June 2015 - Present
Thermo Fisher Scientific July 2013 - Present
EMD Serono, Inc. April 2012 - May 2013
Michael Page International April 2011 - August 2011
Income Research & Management September 2009 - August 2010
State Street Global Advisors April 2005 - November 2008
State Street Global Advisors April 2001 - March 2005
Putnam Investments August 2000 - March 2001
Skills
Bloomberg, Fixed Income, Financial Services, Investments, Research, Life Sciences, Healthcare Industry, Team Leadership, Market Research, Lifesciences, Portfolio Management, CRM, Financial Modeling, Entrepreneurship, Derivatives, Data Analysis, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA, Healthcare and Life Sciences
Tufts University 1994 — 1998
BS, Biology
Harvard University
Finance
Thermo Fisher Scientific June 2015 - Present
Thermo Fisher Scientific July 2013 - Present
EMD Serono, Inc. April 2012 - May 2013
Michael Page International April 2011 - August 2011
Income Research & Management September 2009 - August 2010
State Street Global Advisors April 2005 - November 2008
State Street Global Advisors April 2001 - March 2005
Putnam Investments August 2000 - March 2001
Skills
Bloomberg, Fixed Income, Financial Services, Investments, Research, Life Sciences, Healthcare Industry, Team Leadership, Market Research, Lifesciences, Portfolio Management, CRM, Financial Modeling, Entrepreneurship, Derivatives, Data Analysis, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA, Healthcare and Life Sciences
Tufts University 1994 — 1998
BS, Biology
Harvard University
Finance
Richard Ross (Shunny)'s Putnam Investments Experience January 1999 - December 2009
Job Unit Manager at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon October 2010 - Present
Putnam Investments January 1999 - December 2009
Education
Babson College 1986 — 1990
B.S., Finance/Quantitative Methods
Bank of New York Mellon October 2010 - Present
Putnam Investments January 1999 - December 2009
Education
Babson College 1986 — 1990
B.S., Finance/Quantitative Methods
Lawrence Zorio III, CISM, CISSP, CISA Lawrence Zorio III, CISM, CISSP, CISA's Putnam Investments Experience November 2001 - June 2004
Job Global IS Security Compliance & Threat Manager at Boston Scientific
Industry Medical Devices
Experience
Boston Scientific September 2014 - Present
Boston Scientific October 2012 - September 2014
Hallmark Health System, Inc. October 2010 - October 2012
Wolf & Company, P.C. July 2007 - October 2010
Siemens ITS December 2004 - August 2007
MEDITECH June 2004 - December 2004
Putnam Investments November 2001 - June 2004
New England Patriots March 1996 - June 2003
Skills
Information Security, Disaster Recovery, Security, HIPAA, Penetration Testing, IT Audit, Vulnerability Management, Risk Management, Risk Assessment, Vendor Management, Business Continuity, Application Security, Information Security..., PCI DSS, Business Continuity..., Information Security..., SAS70, Governance, Network Security, CISSP, CISA, Social Engineering, Vulnerability Assessment, Mobile Security, Enterprise Risk..., Privacy Law, HITRUST, Computer Security, CISM, Policy & Procedure..., Compliance, Risk Mitigation, Physical Security, Logical Security, Risk Analysis, Vulnerability Scanning, Meaningfull Use, ARRA, NIST, ISO, GLBA, SOX Compliancy, PCI Standards, Budget Process, Audit Management, Mergers & Acquisitions, Threat Management, Forensic Analysis, Malware Analysis, Strategic Planning
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2016
M.S., Innovation
Babson College - Franklin W. Olin Graduate School of Business
Healthcare Strategy
University of Massachusetts Dartmouth 1999 — 2003
Bachelors of Science, Business Information Systems
Foxborough High School 1994 — 1999
Boston Scientific September 2014 - Present
Boston Scientific October 2012 - September 2014
Hallmark Health System, Inc. October 2010 - October 2012
Wolf & Company, P.C. July 2007 - October 2010
Siemens ITS December 2004 - August 2007
MEDITECH June 2004 - December 2004
Putnam Investments November 2001 - June 2004
New England Patriots March 1996 - June 2003
Skills
Information Security, Disaster Recovery, Security, HIPAA, Penetration Testing, IT Audit, Vulnerability Management, Risk Management, Risk Assessment, Vendor Management, Business Continuity, Application Security, Information Security..., PCI DSS, Business Continuity..., Information Security..., SAS70, Governance, Network Security, CISSP, CISA, Social Engineering, Vulnerability Assessment, Mobile Security, Enterprise Risk..., Privacy Law, HITRUST, Computer Security, CISM, Policy & Procedure..., Compliance, Risk Mitigation, Physical Security, Logical Security, Risk Analysis, Vulnerability Scanning, Meaningfull Use, ARRA, NIST, ISO, GLBA, SOX Compliancy, PCI Standards, Budget Process, Audit Management, Mergers & Acquisitions, Threat Management, Forensic Analysis, Malware Analysis, Strategic Planning
Education
D'Amore-McKim School of Business at Northeastern University 2015 — 2016
M.S., Innovation
Babson College - Franklin W. Olin Graduate School of Business
Healthcare Strategy
University of Massachusetts Dartmouth 1999 — 2003
Bachelors of Science, Business Information Systems
Foxborough High School 1994 — 1999
Rob Hegarty's Putnam Investments Experience April 1998 - September 1999
Job Financial Technology Executive
Industry Financial Services
Experience
SenaHill Partners, LP April 2015 - Present
Wall Street Horizon January 2015 - Present
Thomson Reuters July 2012 - June 2014
Thomson Reuters December 2010 - June 2012
DTCC January 2010 - November 2010
The Depository Trust & Clearing Corporation April 2009 - April 2010
TowerGroup September 2005 - April 2009
TowerGroup September 1999 - September 2005
Putnam Investments April 1998 - September 1999
Fidelity Investments June 1992 - September 1998
Skills
Equities, Trading Systems, Financial Markets, Electronic Trading, Financial Services, Trading, Capital Markets, Market Structure, Strategy, Equity Trading, Board of Directors, Market Data, Hedge Funds, Investment Management, Investment Banking, Business Strategy, Securities, Fixed Income, Emerging Markets, Competitive Analysis, Asset Managment, Alternative Investments, Derivatives, Board Governance, Board Level, Finance, Options, Risk Management
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance and Marketing concentration
North Adams State College
BS, Computer Science
SenaHill Partners, LP April 2015 - Present
Wall Street Horizon January 2015 - Present
Thomson Reuters July 2012 - June 2014
Thomson Reuters December 2010 - June 2012
DTCC January 2010 - November 2010
The Depository Trust & Clearing Corporation April 2009 - April 2010
TowerGroup September 2005 - April 2009
TowerGroup September 1999 - September 2005
Putnam Investments April 1998 - September 1999
Fidelity Investments June 1992 - September 1998
Skills
Equities, Trading Systems, Financial Markets, Electronic Trading, Financial Services, Trading, Capital Markets, Market Structure, Strategy, Equity Trading, Board of Directors, Market Data, Hedge Funds, Investment Management, Investment Banking, Business Strategy, Securities, Fixed Income, Emerging Markets, Competitive Analysis, Asset Managment, Alternative Investments, Derivatives, Board Governance, Board Level, Finance, Options, Risk Management
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance and Marketing concentration
North Adams State College
BS, Computer Science
Stephen Chaput's Putnam Investments Experience March 1992 - August 1997
Job Director, Finance Transformation at Cimpress
Industry Internet
Experience
Cimpress April 2008 - Present
ModusLink September 2006 - March 2008
Boston Scientific January 2005 - August 2006
Boston Scientific August 2003 - December 2004
Price Waterhouse Coopers September 1997 - August 2003
Putnam Investments March 1992 - August 1997
Putnam Investments June 1988 - February 1992
Skills
Business Process..., Business Intelligence, Financial Systems..., SAP BW, SAP, Project Planning, ERP, Internal Audit, Business Process, Management, SDLC, Business Analysis
Education
Babson College 1984 — 1988
BS, Finance & Accounting
Enfield High
Cimpress April 2008 - Present
ModusLink September 2006 - March 2008
Boston Scientific January 2005 - August 2006
Boston Scientific August 2003 - December 2004
Price Waterhouse Coopers September 1997 - August 2003
Putnam Investments March 1992 - August 1997
Putnam Investments June 1988 - February 1992
Skills
Business Process..., Business Intelligence, Financial Systems..., SAP BW, SAP, Project Planning, ERP, Internal Audit, Business Process, Management, SDLC, Business Analysis
Education
Babson College 1984 — 1988
BS, Finance & Accounting
Enfield High
Brian Trefry Brian Trefry's Putnam Investments Experience October 2004 - June 2005
Job Shareholder
Industry Insurance
Experience
Fountain Parker Harbarger & Associates, LLC August 2006 - July 2014
Sun Life Financial July 2005 - August 2006
Putnam Investments October 2004 - June 2005
Skills
Liability, Finance, Umbrella Insurance, Process Improvement, Professional Liability, Underwriting, Financial Risk, Real Estate, Financial Services, Strategic Planning, Team Building, Customer Service, Disability Insurance, Manufacturing, Retail, Microsoft Word, Retirement Planning, Employee Benefits, Business Development, Construction, Building Relationships, Analysis, Commercial Insurance, Drinking Water, Employment Practices..., Account Management, Brokers, Business, Business Planning, Casualty, Claim, Commercial Lines, Commercial Real Estate, Excess, Executive Management, Fixed Annuities, General Insurance, Health Insurance, Leadership, Legal Liability, Life Insurance, Long-term Care, Management, Mergers & Acquisitions, Negotiation, New Business Development, Property, Property & Casualty..., Retirement, Sales
Education
Auburn University, College of Business 1998 — 2004
Finance, Bachelor of Science with a concentration in Finance.
Hoover High School 1994 — 1998
High School Diploma, Finance and Financial Management Services
Fountain Parker Harbarger & Associates, LLC August 2006 - July 2014
Sun Life Financial July 2005 - August 2006
Putnam Investments October 2004 - June 2005
Skills
Liability, Finance, Umbrella Insurance, Process Improvement, Professional Liability, Underwriting, Financial Risk, Real Estate, Financial Services, Strategic Planning, Team Building, Customer Service, Disability Insurance, Manufacturing, Retail, Microsoft Word, Retirement Planning, Employee Benefits, Business Development, Construction, Building Relationships, Analysis, Commercial Insurance, Drinking Water, Employment Practices..., Account Management, Brokers, Business, Business Planning, Casualty, Claim, Commercial Lines, Commercial Real Estate, Excess, Executive Management, Fixed Annuities, General Insurance, Health Insurance, Leadership, Legal Liability, Life Insurance, Long-term Care, Management, Mergers & Acquisitions, Negotiation, New Business Development, Property, Property & Casualty..., Retirement, Sales
Education
Auburn University, College of Business 1998 — 2004
Finance, Bachelor of Science with a concentration in Finance.
Hoover High School 1994 — 1998
High School Diploma, Finance and Financial Management Services
Diane Hogan Diane Hogan's Putnam Investments Experience 1987 - 1992
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi January 2014 - Present
Citi August 2011 - January 2014
Calamos Investments April 2004 - August 2011
Wayne Hummer Investments April 1992 - April 2004
Putnam Investments 1987 - 1992
Skills
Mutual Funds, Portfolio Management, Investments, Account Reconciliation, Accounts Payable, Asset Managment, Equities, Securities, Fixed Income, Management, Risk Management, Financial Services, Financial Analysis, Asset Allocation, Wealth Management, Process Improvement, Vendor Management, Investment Management, Leadership, Finance
Education
Benedictine University 2005 — 2009
BA, Business Management, Graduated with a 4.0 GPA
Citi January 2014 - Present
Citi August 2011 - January 2014
Calamos Investments April 2004 - August 2011
Wayne Hummer Investments April 1992 - April 2004
Putnam Investments 1987 - 1992
Skills
Mutual Funds, Portfolio Management, Investments, Account Reconciliation, Accounts Payable, Asset Managment, Equities, Securities, Fixed Income, Management, Risk Management, Financial Services, Financial Analysis, Asset Allocation, Wealth Management, Process Improvement, Vendor Management, Investment Management, Leadership, Finance
Education
Benedictine University 2005 — 2009
BA, Business Management, Graduated with a 4.0 GPA
Andrew O'Brien, CFA Andrew O'Brien, CFA's Putnam Investments Experience June 2014 - Present
Job Equity Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2014 - Present
Putnam Investments July 2011 - June 2014
Babson College Fund September 2010 - June 2011
New England Private Wealth Advisors October 2010 - March 2011
Skills
Investments, Financial Analysis, Financial Modeling, Equities, Equity Research, Mutual Funds, Bloomberg, Factset
Education
Babson College 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, Concentrations: Finance and Economics
London School of Economics and Political Science 2009 — 2010
1 Year General Course, Finance and Economics
Putnam Investments June 2014 - Present
Putnam Investments July 2011 - June 2014
Babson College Fund September 2010 - June 2011
New England Private Wealth Advisors October 2010 - March 2011
Skills
Investments, Financial Analysis, Financial Modeling, Equities, Equity Research, Mutual Funds, Bloomberg, Factset
Education
Babson College 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, Concentrations: Finance and Economics
London School of Economics and Political Science 2009 — 2010
1 Year General Course, Finance and Economics
Cheryl Casey, CFP Cheryl Casey, CFP's Putnam Investments Experience 2000 - 2003
Job Former Senior Vice President at Dreyfus in South Florida
Industry Financial Services
Experience
Dreyfus August 2007 - August 2015
MainStay Investments (New York Life) April 2004 - August 2007
Putnam Investments 2000 - 2003
Evergreen Investments 1996 - 2001
Skills
Series 7, Mutual Funds, Separately Managed..., Investment Advisory, Asset Allocation, Financial Services, Retirement Planning, Wealth Management, Series 63, Alternative Investments, Fixed Annuities, Variable Annuities, Series 65, Investments, Certified Financial..., Life Insurance, Portfolio Management, Securities, Investment Strategies
Education
Auburn University
International Business
Dreyfus August 2007 - August 2015
MainStay Investments (New York Life) April 2004 - August 2007
Putnam Investments 2000 - 2003
Evergreen Investments 1996 - 2001
Skills
Series 7, Mutual Funds, Separately Managed..., Investment Advisory, Asset Allocation, Financial Services, Retirement Planning, Wealth Management, Series 63, Alternative Investments, Fixed Annuities, Variable Annuities, Series 65, Investments, Certified Financial..., Life Insurance, Portfolio Management, Securities, Investment Strategies
Education
Auburn University
International Business
Lee Schmertzler's Putnam Investments Experience 1998 - 1999
Job Retirement Benefits Consultant
Industry Financial Services
Experience
Pinnacle Financial Group October 2009 - Present
ING February 2007 - January 2009
Commonwealth Financial 1999 - 2007
Commonwealth Financial Network 1999 - 2007
Scudder Investments 1999 - 1999
Putnam Investments 1998 - 1999
Skills
Retirement, Retirement Plan..., Employee Engagement, Investment Education, Mutual Funds, 401k, Series 7, AIF, Investments, Estate Planning, Retirement Planning, Customer Service, Series 63, Securities, Wealth Management, Series 6, Pensions, Relationship Management, Defined Contribution, Defined Benefit, 403 b, Series 24, FINRA, Asset Allocation, Investment Advisory, Investment Strategies, RFP Generation
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2005
MBA
Union College 1993 — 1997
BA, History
College Year in Athens 1996 — 1996
Avon Old Farms 1990 — 1993
Pinnacle Financial Group October 2009 - Present
ING February 2007 - January 2009
Commonwealth Financial 1999 - 2007
Commonwealth Financial Network 1999 - 2007
Scudder Investments 1999 - 1999
Putnam Investments 1998 - 1999
Skills
Retirement, Retirement Plan..., Employee Engagement, Investment Education, Mutual Funds, 401k, Series 7, AIF, Investments, Estate Planning, Retirement Planning, Customer Service, Series 63, Securities, Wealth Management, Series 6, Pensions, Relationship Management, Defined Contribution, Defined Benefit, 403 b, Series 24, FINRA, Asset Allocation, Investment Advisory, Investment Strategies, RFP Generation
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2005
MBA
Union College 1993 — 1997
BA, History
College Year in Athens 1996 — 1996
Avon Old Farms 1990 — 1993
Fred Isleib, CFA's Putnam Investments Experience June 1993 - December 2003
Job Financial Market Analysis with Renewable Energy and Power Generation
Industry Renewables & Environment
Experience
Manulife August 2015 - Present
Nexant June 2010 - May 2014
Putnam December 2008 - December 2009
Putnam November 2005 - December 2008
Putnam March 2005 - November 2005
Global Equity Fund December 2003 - March 2005
Putnam Investments June 1993 - December 2003
Putnam Investments November 1994 - March 1997
Putnam Investments January 1994 - November 1994
Skills
Equity Research, Equities, Bloomberg, Investments, Portfolio Management, Valuation, Financial Modeling, Mutual Funds, Hedge Funds, Asset Managment, Asset Allocation, Alternative Investments, Fixed Income, Series 7, Quantitative Analytics, Finance, Asset Management, Strategy, Financial Analysis, Analysis, Management
Education
Babson College 1997 — 2001
F. W. Olin School; Masters, Management; Business Administration
Bentley University 1989 — 1993
BS, Accounting
Manulife August 2015 - Present
Nexant June 2010 - May 2014
Putnam December 2008 - December 2009
Putnam November 2005 - December 2008
Putnam March 2005 - November 2005
Global Equity Fund December 2003 - March 2005
Putnam Investments June 1993 - December 2003
Putnam Investments November 1994 - March 1997
Putnam Investments January 1994 - November 1994
Skills
Equity Research, Equities, Bloomberg, Investments, Portfolio Management, Valuation, Financial Modeling, Mutual Funds, Hedge Funds, Asset Managment, Asset Allocation, Alternative Investments, Fixed Income, Series 7, Quantitative Analytics, Finance, Asset Management, Strategy, Financial Analysis, Analysis, Management
Education
Babson College 1997 — 2001
F. W. Olin School; Masters, Management; Business Administration
Bentley University 1989 — 1993
BS, Accounting
Christine Durkee's Putnam Investments Experience June 1998 - June 2010
Job VP, Human Resources Operations at BJ's Wholesale Club
Industry Retail
Experience
BJ's Wholesale Club May 2014 - Present
BJ's Wholesale Club March 2013 - June 2014
Putnam Investments June 1998 - June 2010
BBN Technologies October 1996 - September 1997
Avon May 1983 - October 1996
Skills
Excel, PeopleSoft, Interwoven, Team Building, Compliance, Vendor Management, Retail, Corporate Wellness, Employee Benefits, Retirement, Budget Process, Benefits Design, Corporate Benefits, Benefits Negotiation, 401k, Defined Contribution, Benefits Administration, Recruiting, Management, Talent Acquisition, Executive Pay, Compensation & Benefit, Budgets, Employee Recognition, New Hire Orientations, Analysis, Workers Compensation, Performance Management, HRIS, Payroll, FMLA, ADP Payroll, Corporations, Organizational..., Onboarding, Workforce Planning, Employee Training, Training, Kronos, Incentive Programs, Organizational..., Employee Engagement, Disability Insurance, Labor Relations, Deferred Compensation, Temporary Placement, Job Evaluation, Hiring, Applicant Tracking..., College Recruiting
Education
City University of New York-Baruch College 1989 — 1993
BBA, Human Resources Management
Nassau Community College 1981 — 1983
AAS, Administrative Assistant and Secretarial Science, General
Baldwin Senior High School 1977 — 1981
Regents Diploma
BJ's Wholesale Club May 2014 - Present
BJ's Wholesale Club March 2013 - June 2014
Putnam Investments June 1998 - June 2010
BBN Technologies October 1996 - September 1997
Avon May 1983 - October 1996
Skills
Excel, PeopleSoft, Interwoven, Team Building, Compliance, Vendor Management, Retail, Corporate Wellness, Employee Benefits, Retirement, Budget Process, Benefits Design, Corporate Benefits, Benefits Negotiation, 401k, Defined Contribution, Benefits Administration, Recruiting, Management, Talent Acquisition, Executive Pay, Compensation & Benefit, Budgets, Employee Recognition, New Hire Orientations, Analysis, Workers Compensation, Performance Management, HRIS, Payroll, FMLA, ADP Payroll, Corporations, Organizational..., Onboarding, Workforce Planning, Employee Training, Training, Kronos, Incentive Programs, Organizational..., Employee Engagement, Disability Insurance, Labor Relations, Deferred Compensation, Temporary Placement, Job Evaluation, Hiring, Applicant Tracking..., College Recruiting
Education
City University of New York-Baruch College 1989 — 1993
BBA, Human Resources Management
Nassau Community College 1981 — 1983
AAS, Administrative Assistant and Secretarial Science, General
Baldwin Senior High School 1977 — 1981
Regents Diploma
Ben Cornish Ben Cornish's Putnam Investments Experience 1995 - 1997
Job Director, Management & Leadership Development at Pegasystems
Industry Human Resources
Experience
Pegasystems September 2015 - Present
VHB December 2013 - September 2015
Nuance Communications July 2013 - November 2013
Nuance Communications October 2012 - July 2013
Staples, Inc. 2007 - October 2012
Staples 2000 - 2007
Staples, Inc. 1997 - 2000
Putnam Investments 1995 - 1997
Skills
Instructional Design, Performance Management, Cross-functional Team..., Program Management, Training, Coaching, Team Building, Vendor Management, Team Leadership, Team Management, Leadership, Strategy, E-Learning, Management, Organizational..., Business Process..., Project Management, Process Improvement, Leadership Development
Education
Auburn University 2008 — 2010
MBA
Eastern Nazarene College 1990 — 1994
Pegasystems September 2015 - Present
VHB December 2013 - September 2015
Nuance Communications July 2013 - November 2013
Nuance Communications October 2012 - July 2013
Staples, Inc. 2007 - October 2012
Staples 2000 - 2007
Staples, Inc. 1997 - 2000
Putnam Investments 1995 - 1997
Skills
Instructional Design, Performance Management, Cross-functional Team..., Program Management, Training, Coaching, Team Building, Vendor Management, Team Leadership, Team Management, Leadership, Strategy, E-Learning, Management, Organizational..., Business Process..., Project Management, Process Improvement, Leadership Development
Education
Auburn University 2008 — 2010
MBA
Eastern Nazarene College 1990 — 1994
Rachel (Wei) West Rachel (Wei) West's Putnam Investments Experience November 1999 - July 2004
Job Strategy Consultant Cloud/IT Transformation at EMC
Industry Management Consulting
Experience
EMC March 2015 - Present
InfoAlliance Consulting LLC March 2009 - Present
EMC October 2007 - February 2015
BusinessEdge Solutions, Inc July 2004 - September 2007
Putnam Investments November 1999 - July 2004
Prudential Financial Services July 1997 - October 1999
Sheng Long Investment and Trust Company September 1992 - June 1995
Education
Harvard University 2009 — 2009
Executive Education Program
Babson College
Corporate Executive Program
Nanjing University
Bachelor of Arts (B.A.)
University of Massachusetts at Lowell
MBA
EMC March 2015 - Present
InfoAlliance Consulting LLC March 2009 - Present
EMC October 2007 - February 2015
BusinessEdge Solutions, Inc July 2004 - September 2007
Putnam Investments November 1999 - July 2004
Prudential Financial Services July 1997 - October 1999
Sheng Long Investment and Trust Company September 1992 - June 1995
Education
Harvard University 2009 — 2009
Executive Education Program
Babson College
Corporate Executive Program
Nanjing University
Bachelor of Arts (B.A.)
University of Massachusetts at Lowell
MBA
Justin Robertson, CFP®'s Putnam Investments Experience May 2008 - May 2009
Job Investment Solutions Consultant, Managed Accounts
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments December 2011 - April 2012
Fidelity Investments November 2010 - December 2011
Fidelity Investments December 2009 - November 2010
Putnam Investments May 2008 - May 2009
Skills
Series 63, Series 7, Mutual Funds, Investments, Strategic Financial...
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Merrimack College 2010 — 2012
CFP, Financial Planning
University of Massachusettts 2005 — 2009
Bachelor of Science, Business Administration, Finance
Fidelity Investments April 2012 - Present
Fidelity Investments December 2011 - April 2012
Fidelity Investments November 2010 - December 2011
Fidelity Investments December 2009 - November 2010
Putnam Investments May 2008 - May 2009
Skills
Series 63, Series 7, Mutual Funds, Investments, Strategic Financial...
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Merrimack College 2010 — 2012
CFP, Financial Planning
University of Massachusettts 2005 — 2009
Bachelor of Science, Business Administration, Finance
Sean Spaulding, CFA's Putnam Investments Experience January 2002 - May 2003
Job Vice President at Acadian Asset Management
Industry Investment Management
Experience
Acadian Asset Management September 2015 - Present
MFS Investment Management April 2012 - April 2015
MFS Investment Management April 2007 - April 2012
Monroe & Company August 2005 - March 2007
Mt. Auburn Partners June 2004 - August 2004
Putnam Investments January 2002 - May 2003
Monroe & Company May 1997 - December 2001
Skills
Investments, Marketing, Business Development, Portfolio Management, Public Speaking, Capital Markets, Equities, Leadership, Fixed Income, Strategy, Thought Leadership, Asset Management, Management, Spanish, Financial Modeling, Mutual Funds, Financial Services, Financial Analysis, Alternative Investments, Finance, Valuation, Private Equity, Sales, Investment Management, Risk Management, Product Development, Investment Strategies, Business Strategy, Relationship Management, Series 7, International Business, Series 63, Corporate Finance, Emerging Markets, Economics, Series 24, Strategic Partnerships, UCITS
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Master of Business Administration (MBA)
Babson College 1994 — 1998
Bachelor of Science (B.S.)
IESE Business School
Acadian Asset Management September 2015 - Present
MFS Investment Management April 2012 - April 2015
MFS Investment Management April 2007 - April 2012
Monroe & Company August 2005 - March 2007
Mt. Auburn Partners June 2004 - August 2004
Putnam Investments January 2002 - May 2003
Monroe & Company May 1997 - December 2001
Skills
Investments, Marketing, Business Development, Portfolio Management, Public Speaking, Capital Markets, Equities, Leadership, Fixed Income, Strategy, Thought Leadership, Asset Management, Management, Spanish, Financial Modeling, Mutual Funds, Financial Services, Financial Analysis, Alternative Investments, Finance, Valuation, Private Equity, Sales, Investment Management, Risk Management, Product Development, Investment Strategies, Business Strategy, Relationship Management, Series 7, International Business, Series 63, Corporate Finance, Emerging Markets, Economics, Series 24, Strategic Partnerships, UCITS
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Master of Business Administration (MBA)
Babson College 1994 — 1998
Bachelor of Science (B.S.)
IESE Business School
Bob Cecere's Putnam Investments Experience 1986 - 1989
Job COO, North America at Baring Asset Management
Industry Investment Management
Experience
Baring Asset Management 1994 - Present
John Hancock Investments 1989 - 1994
Putnam Investments 1986 - 1989
PwC 1983 - 1986
Sullivan Bille PC 1981 - 1983
Skills
Securities, Hedge Funds, Asset Management, Risk Management, Asset Managment, Capital Markets, Finance, Derivatives, Fixed Income, Negotiation, Equities, Employee Benefits, Managed Funds, Managerial Finance, Human Resources, International Project..., Financial Services
Education
Bentley University 2005 — 2008
Master of Science (MS), Taxation, High Distinction
Babson College 1977 — 1981
Bachelor's degree, Accounting
Baring Asset Management 1994 - Present
John Hancock Investments 1989 - 1994
Putnam Investments 1986 - 1989
PwC 1983 - 1986
Sullivan Bille PC 1981 - 1983
Skills
Securities, Hedge Funds, Asset Management, Risk Management, Asset Managment, Capital Markets, Finance, Derivatives, Fixed Income, Negotiation, Equities, Employee Benefits, Managed Funds, Managerial Finance, Human Resources, International Project..., Financial Services
Education
Bentley University 2005 — 2008
Master of Science (MS), Taxation, High Distinction
Babson College 1977 — 1981
Bachelor's degree, Accounting
Jessica Chang Jessica Chang's Putnam Investments Experience 2008 - 2009
Job Venture Capital/Private Equity Associate
Industry Venture Capital & Private Equity
Experience
Fidelity Investments July 2012 - November 2014
Putnam Investments 2008 - 2009
AXA Advisors August 2006 - June 2008
Merrill Lynch 2008 - 2008
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2012
MBA, Entrepreneurship, Global Management
National Taiwan Normal University 2009 — 2010
Mandarin
Southern Methodist University - Cox School of Business 2002 — 2006
BBA / BA, Business (Finance) / Music (Piano)
Fidelity Investments July 2012 - November 2014
Putnam Investments 2008 - 2009
AXA Advisors August 2006 - June 2008
Merrill Lynch 2008 - 2008
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2012
MBA, Entrepreneurship, Global Management
National Taiwan Normal University 2009 — 2010
Mandarin
Southern Methodist University - Cox School of Business 2002 — 2006
BBA / BA, Business (Finance) / Music (Piano)
Margery Parker's Putnam Investments Experience December 1997 - April 2003
Job Founder and CoOwner at Cahoon Care Associates, LLC
Industry Hospital & Health Care
Experience
Cahoon Care Associates, LLC October 2010 - Present
Baldwin Brothers - Wealth Management November 2007 - 2010
Putnam Investments December 1997 - April 2003
Skills
Hospitals, Microsoft Office, Customer Service, Healthcare, Strategic Planning, Microsoft Excel, Management, Clinical Research, Healthcare Management
Education
Wellesley College 1976 — 1980
BS in Biology, Biology, General
Babson College
Master of Business Administration (MBA), Finance and Financial Management Services
Cahoon Care Associates, LLC October 2010 - Present
Baldwin Brothers - Wealth Management November 2007 - 2010
Putnam Investments December 1997 - April 2003
Skills
Hospitals, Microsoft Office, Customer Service, Healthcare, Strategic Planning, Microsoft Excel, Management, Clinical Research, Healthcare Management
Education
Wellesley College 1976 — 1980
BS in Biology, Biology, General
Babson College
Master of Business Administration (MBA), Finance and Financial Management Services
Andrea O'Donnell Andrea O'Donnell's Putnam Investments Experience February 2000 - February 2015
Job Sales Cloud Program Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement March 2015 - Present
Putnam Investments February 2000 - February 2015
Alkermes 1998 - 2000
Digital Equipment Corporation 1996 - 1998
Skills
SDLC, Business Analysis, Vendor Management, Financial Services, Requirements Analysis, Business Process..., Process Improvement, Software Project..., Visio, Integration, Mutual Funds, Program Management, Business Intelligence, Software Documentation, Analytics, IT Strategy, Project Management, Salesforce.com, Data Warehousing, User Acceptance Testing, Risk Management, Investments, Access, Agile Methodologies, Lotus Notes, Business Objects, SQL
Education
Babson College 1992 — 1998
MBA
Connecticut College 1987 — 1991
BA
Connecticut College 1987 — 1991
B.A.
School of Hard Knocks - Deutschland
EMPOWER Retirement March 2015 - Present
Putnam Investments February 2000 - February 2015
Alkermes 1998 - 2000
Digital Equipment Corporation 1996 - 1998
Skills
SDLC, Business Analysis, Vendor Management, Financial Services, Requirements Analysis, Business Process..., Process Improvement, Software Project..., Visio, Integration, Mutual Funds, Program Management, Business Intelligence, Software Documentation, Analytics, IT Strategy, Project Management, Salesforce.com, Data Warehousing, User Acceptance Testing, Risk Management, Investments, Access, Agile Methodologies, Lotus Notes, Business Objects, SQL
Education
Babson College 1992 — 1998
MBA
Connecticut College 1987 — 1991
BA
Connecticut College 1987 — 1991
B.A.
School of Hard Knocks - Deutschland
Paul Coletti's Putnam Investments Experience January 1987 - January 1992
Job Senior Director, Fund Administration at John Hancock Financial Services & Deacon at Archdiocese of Boston
Industry Financial Services
Experience
John Hancock Financial Services July 2005 - Present
Archdiocese of Boston September 2013 - Present
PFPC May 2002 - June 2005
John Hancock Funds June 2000 - February 2002
Brown Brothers Harriman September 1999 - May 2000
Colonial Management Associates, Inc. July 1997 - August 1999
Chase Global Funds Services Company February 1992 - July 1997
Putnam Investments January 1987 - January 1992
State Street Bank September 1979 - January 1987
F.W. Woolworth Co. June 1973 - September 1979
Skills
Mutual Funds, Investments, Portfolio Management, Financial Reporting, Securities, Financial Services, Asset Management, Equities, Wealth Management, Financial Analysis, Risk Management, Investment Management, Strategic Financial..., Bloomberg, Insurance, Investment Advisory, Finance, Internal Audit, Valuation, Fixed Income, Financial Modeling, Hedge Funds, Alternative Investments, Asset Allocation, Derivatives, Financial Planning
Education
Archdiocese of Boston 2009 — 2013
Diaconate Formation Program in Sacraments & Theology
Suffolk University 1981 — 1985
Master of Business Administration (M.B.A.)
Babson College 1975 — 1979
Bachelor's Degree, Accounting
St. Sebastian's School 1971 — 1975
College Preparatory and High School Diploma Program
John Hancock Financial Services July 2005 - Present
Archdiocese of Boston September 2013 - Present
PFPC May 2002 - June 2005
John Hancock Funds June 2000 - February 2002
Brown Brothers Harriman September 1999 - May 2000
Colonial Management Associates, Inc. July 1997 - August 1999
Chase Global Funds Services Company February 1992 - July 1997
Putnam Investments January 1987 - January 1992
State Street Bank September 1979 - January 1987
F.W. Woolworth Co. June 1973 - September 1979
Skills
Mutual Funds, Investments, Portfolio Management, Financial Reporting, Securities, Financial Services, Asset Management, Equities, Wealth Management, Financial Analysis, Risk Management, Investment Management, Strategic Financial..., Bloomberg, Insurance, Investment Advisory, Finance, Internal Audit, Valuation, Fixed Income, Financial Modeling, Hedge Funds, Alternative Investments, Asset Allocation, Derivatives, Financial Planning
Education
Archdiocese of Boston 2009 — 2013
Diaconate Formation Program in Sacraments & Theology
Suffolk University 1981 — 1985
Master of Business Administration (M.B.A.)
Babson College 1975 — 1979
Bachelor's Degree, Accounting
St. Sebastian's School 1971 — 1975
College Preparatory and High School Diploma Program
Ashley (Nelson) Renzi's Putnam Investments Experience 2003 - 2006
Job Direct to Consumer Manager, Global Custom
Industry Consumer Goods
Experience
New Balance January 2015 - Present
New Balance Athletic Shoes Inc. March 2011 - December 2014
New Balance January 2009 - March 2011
New Balance Athletic Shoe June 2006 - January 2009
Putnam Investments 2003 - 2006
Navigant Consulting 2000 - 2002
Skills
Articulate Presenter, Captivate, Saba, Contract Negotiations, Administration, Vendor Relations, Presentation Development, Strategy, Contract Negotiation, System Administration, Presenter, Centra, Learning Management..., Employee Training, Training Delivery, Process Improvement, Workshop Facilitation, Team Building, Negotiation, Sales Management, Sales, Training, Customer Service, Footwear, Competitive Analysis, Forecasting, Account Management, Retail
Education
Babson College 1996 — 2000
Bachelor of Science, Management and Entrepreneurial Studies
North Andover High School 1992 — 1996
New Balance January 2015 - Present
New Balance Athletic Shoes Inc. March 2011 - December 2014
New Balance January 2009 - March 2011
New Balance Athletic Shoe June 2006 - January 2009
Putnam Investments 2003 - 2006
Navigant Consulting 2000 - 2002
Skills
Articulate Presenter, Captivate, Saba, Contract Negotiations, Administration, Vendor Relations, Presentation Development, Strategy, Contract Negotiation, System Administration, Presenter, Centra, Learning Management..., Employee Training, Training Delivery, Process Improvement, Workshop Facilitation, Team Building, Negotiation, Sales Management, Sales, Training, Customer Service, Footwear, Competitive Analysis, Forecasting, Account Management, Retail
Education
Babson College 1996 — 2000
Bachelor of Science, Management and Entrepreneurial Studies
North Andover High School 1992 — 1996
Justin Wang's Putnam Investments Experience April 2010 - March 2013
Job Regional Sales Manager at Oracle
Industry Computer Software
Experience
Oracle November 2014 - Present
Oracle July 2014 - November 2014
Oracle March 2013 - July 2014
Putnam Investments April 2010 - March 2013
Barclays Bank August 2011 - December 2011
Committee To Elect Joe Connolly State Treasurer November 2009 - January 2010
Baystate Financial Services August 2009 - October 2009
GBG Consulting Services February 2009 - August 2009
A.G. Edwards & Sons, Inc. / Wachovia Securities / Wells Fargo Advisors June 2003 - March 2009
The Brookings Institution June 2002 - August 2002
Skills
Portfolio Management, Mutual Funds, Public Speaking, Series 7, Insurance, Entrepreneurship, Leadership, Sales Management, SaaS, Oracle CRM, Digital Marketing, Solution Selling, Business Development, Sales, Salesforce.com, Strategy, Marketing, Investments, Sales Operations, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2013
MBA, Entrepreneurship and Marketing
Tufts University 1999 — 2003
BA, International Relations and Economics
Lexington High School 1996 — 1999
Oracle November 2014 - Present
Oracle July 2014 - November 2014
Oracle March 2013 - July 2014
Putnam Investments April 2010 - March 2013
Barclays Bank August 2011 - December 2011
Committee To Elect Joe Connolly State Treasurer November 2009 - January 2010
Baystate Financial Services August 2009 - October 2009
GBG Consulting Services February 2009 - August 2009
A.G. Edwards & Sons, Inc. / Wachovia Securities / Wells Fargo Advisors June 2003 - March 2009
The Brookings Institution June 2002 - August 2002
Skills
Portfolio Management, Mutual Funds, Public Speaking, Series 7, Insurance, Entrepreneurship, Leadership, Sales Management, SaaS, Oracle CRM, Digital Marketing, Solution Selling, Business Development, Sales, Salesforce.com, Strategy, Marketing, Investments, Sales Operations, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2013
MBA, Entrepreneurship and Marketing
Tufts University 1999 — 2003
BA, International Relations and Economics
Lexington High School 1996 — 1999
Edward Goldthwait Edward Goldthwait's Putnam Investments Experience March 2001 - July 2003
Job Program Manager Systems Implementations and Strategy
Industry Financial Services
Experience
Cutter Associates January 2013 - Present
Northern Trust May 2012 - December 2012
Northern Trust December 2011 - May 2012
Russell Investments March 2007 - January 2012
Russell Investments March 2007 - January 2009
Capital Group Companies March 2006 - January 2007
Western Asset Management January 2006 - April 2006
BusinessEdge Solutions April 2005 - September 2005
State Street Corp March 2004 - April 2005
Putnam Investments March 2001 - July 2003
Skills
Project Management, Business Analysis, Integration, Analysis, Management, Leadership, Contract Negotiation, Financial Services, Equities
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2004
MBA, Finance
Emory University 1990 — 1994
B.A, History
Thayer Academy 1986 — 1992
Cutter Associates January 2013 - Present
Northern Trust May 2012 - December 2012
Northern Trust December 2011 - May 2012
Russell Investments March 2007 - January 2012
Russell Investments March 2007 - January 2009
Capital Group Companies March 2006 - January 2007
Western Asset Management January 2006 - April 2006
BusinessEdge Solutions April 2005 - September 2005
State Street Corp March 2004 - April 2005
Putnam Investments March 2001 - July 2003
Skills
Project Management, Business Analysis, Integration, Analysis, Management, Leadership, Contract Negotiation, Financial Services, Equities
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2004
MBA, Finance
Emory University 1990 — 1994
B.A, History
Thayer Academy 1986 — 1992
Kirk Cameron Kirk Cameron's Putnam Investments Experience 1993 - 1997
Job
Industry Computer Software
Experience
Tyler Technologies September 2005 - Present
Navic Networks January 2000 - August 2005
Atex Media Solutions April 1997 - January 2000
Putnam Investments 1993 - 1997
Crown Enginering May 1991 - March 1993
EDS Group 1988 - 1991
Skills
Databases, Agile Methodologies, SQL, Product Development, Visual Basic, Software Engineering, Product Management, Java, Web Services, XML, Coffee Shops, Software Project..., Enterprise Software, SaaS, Software Development, Cloud Computing, SDLC, Enterprise Architecture
Education
Bates College 1984 — 1988
BS
Bates College 1984 — 1988
Bachelor of Science (BS)
Fountain Valley School 1982 — 1984
Portsmouth Abbey School 1980 — 1982
Tyler Technologies September 2005 - Present
Navic Networks January 2000 - August 2005
Atex Media Solutions April 1997 - January 2000
Putnam Investments 1993 - 1997
Crown Enginering May 1991 - March 1993
EDS Group 1988 - 1991
Skills
Databases, Agile Methodologies, SQL, Product Development, Visual Basic, Software Engineering, Product Management, Java, Web Services, XML, Coffee Shops, Software Project..., Enterprise Software, SaaS, Software Development, Cloud Computing, SDLC, Enterprise Architecture
Education
Bates College 1984 — 1988
BS
Bates College 1984 — 1988
Bachelor of Science (BS)
Fountain Valley School 1982 — 1984
Portsmouth Abbey School 1980 — 1982
Peter Filledes Peter Filledes's Putnam Investments Experience 1999 - 2001
Job Executive Coach and Developer of Organizational Leaders & Teams
Industry Management Consulting
Experience
STOA Group 2010 - Present
Department of Defense - US NAVY - Space & Naval Warfare Systems Command April 2009 - Present
Department of Defense - US NAVY - Space & Naval Warfare Systems Command February 2008 - April 2009
Department of Defense - US NAVY - Human Performance Center 2004 - 2008
PNC Financial Services Group 2001 - 2004
Putnam Investments 1999 - 2001
Franklin High School, Massachusetts 1995 - 1999
Gillette 1991 - 1995
Portsmouth High School, New Hampshire 1989 - 1990
Pfizer 1987 - 1988
Skills
Leadership Development, Organizational..., Executive Coaching, Management Consulting, Organizational..., Instructional Design, Performance Management, Learning Management, Talent Management, Team Building, Change Management, Performance Improvement, Management Training..., Leadership Trainer, T&D, 360 Degree Assessment, E-Learning, Training Delivery, Training, Blended Learning, Process Improvement, Career Development, Management, Instructor-led Training, Strategic Planning, Employee Training, Performance Consulting, Program Management, Coaching, Organizational..., Organizational Design, MBTI, Personnel Management, Human Resources, Career Counseling, Conflict Resolution, Workshop Facilitation, Needs Analysis, Staff Development, Leadership, Public Speaking, Consulting, Facilitation
Education
Boise State University 2002 — 2006
MS, Organizational Psychology - Instructional & Performance Technology
The George Washington University 2002 — 2002
Course, Instructional Technology in Education
Boston University 2001 — 2002
Certificate, Certified Web Designer
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1995
Courses, Organizational Behavior, Management Accounting
Boston College 1993 — 1995
Full Undergraduate Business Curriculum
Fort Benning Infantry School 1989 — 1989
Infantry Officer Advanced Course, Rank - Captain
Westfield State University 1983 — 1987
BS, Biology
Fort Knox Armor School 1982 — 1983
Armor Officer Basic Course, Rank - Second Lieutenant
STOA Group 2010 - Present
Department of Defense - US NAVY - Space & Naval Warfare Systems Command April 2009 - Present
Department of Defense - US NAVY - Space & Naval Warfare Systems Command February 2008 - April 2009
Department of Defense - US NAVY - Human Performance Center 2004 - 2008
PNC Financial Services Group 2001 - 2004
Putnam Investments 1999 - 2001
Franklin High School, Massachusetts 1995 - 1999
Gillette 1991 - 1995
Portsmouth High School, New Hampshire 1989 - 1990
Pfizer 1987 - 1988
Skills
Leadership Development, Organizational..., Executive Coaching, Management Consulting, Organizational..., Instructional Design, Performance Management, Learning Management, Talent Management, Team Building, Change Management, Performance Improvement, Management Training..., Leadership Trainer, T&D, 360 Degree Assessment, E-Learning, Training Delivery, Training, Blended Learning, Process Improvement, Career Development, Management, Instructor-led Training, Strategic Planning, Employee Training, Performance Consulting, Program Management, Coaching, Organizational..., Organizational Design, MBTI, Personnel Management, Human Resources, Career Counseling, Conflict Resolution, Workshop Facilitation, Needs Analysis, Staff Development, Leadership, Public Speaking, Consulting, Facilitation
Education
Boise State University 2002 — 2006
MS, Organizational Psychology - Instructional & Performance Technology
The George Washington University 2002 — 2002
Course, Instructional Technology in Education
Boston University 2001 — 2002
Certificate, Certified Web Designer
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1995
Courses, Organizational Behavior, Management Accounting
Boston College 1993 — 1995
Full Undergraduate Business Curriculum
Fort Benning Infantry School 1989 — 1989
Infantry Officer Advanced Course, Rank - Captain
Westfield State University 1983 — 1987
BS, Biology
Fort Knox Armor School 1982 — 1983
Armor Officer Basic Course, Rank - Second Lieutenant
Peter Foley's Putnam Investments Experience November 2013 - Present
Job Internal Wholesaler at Putnam Investments
Industry Investment Management
Experience
Putnam Investments November 2013 - Present
Putnam Investments July 2013 - November 2013
Northwestern Mutual May 2012 - October 2012
Skills
Risk Management, Financial Analysis, Wealth Accumulation, Wealth Management, Mutual Funds, Strategic Financial..., Investments, Customer Service, Insurance, Financial Modeling, Financial Services, Retirement, Finance, Mortgage Lending, Valuation, Retirement Planning, Series 6, Asset Management, Financial Planning
Education
Babson College 2009 — 2013
Finance, General
Cheverus High School 2005 — 2009
Putnam Investments November 2013 - Present
Putnam Investments July 2013 - November 2013
Northwestern Mutual May 2012 - October 2012
Skills
Risk Management, Financial Analysis, Wealth Accumulation, Wealth Management, Mutual Funds, Strategic Financial..., Investments, Customer Service, Insurance, Financial Modeling, Financial Services, Retirement, Finance, Mortgage Lending, Valuation, Retirement Planning, Series 6, Asset Management, Financial Planning
Education
Babson College 2009 — 2013
Finance, General
Cheverus High School 2005 — 2009
Frank Reilly, MBA, PMP Frank Reilly, MBA, PMP's Putnam Investments Experience September 1994 - August 1996
Job Director of Project Management at Strategic Solutions Group
Industry Information Technology and Services
Experience
Strategic Solutions Group March 2009 - Present
Wrentham Youth Soccer (Volunteer) 2005 - 2014
State Street March 2008 - March 2009
Brown Brothers Harriman (BBH) November 2006 - March 2008
State Street November 2003 - November 2006
State Street November 2000 - November 2003
Liberty Funds Group July 1997 - November 2000
Expo Registration August 1996 - June 1997
Putnam Investments September 1994 - August 1996
Massachusetts Army National Guard August 1985 - October 1994
Skills
Requirements Analysis, Integration, PMP, Software Documentation, Project Management, Analysis, Management, Leadership, SDLC, Business Analysis, Vendor Management, Visio, Software Project..., Requirements Gathering, PMO, Financial Services, Test Planning, Process Improvement, MS Project, Relationship Management, Program Management, Databases, Training, Business Process..., User Acceptance Testing, Middle Office, Global Custody, Equities, Budgets, Strategic Planning, Fund Accounting, Team Building, Fixed Income, Risk Management, Investments, Mutual Funds, Cross-functional Team..., Quality Assurance, SharePoint, Business Requirements
Education
Babson College 1996 — 2003
M.B.A.Olin Graduate School, Business
University of Massachusetts, Amherst 1985 — 1989
BA, History
Xaverian Brothers 1985 — 1989
HS Diploma, HS Diploma
Strategic Solutions Group March 2009 - Present
Wrentham Youth Soccer (Volunteer) 2005 - 2014
State Street March 2008 - March 2009
Brown Brothers Harriman (BBH) November 2006 - March 2008
State Street November 2003 - November 2006
State Street November 2000 - November 2003
Liberty Funds Group July 1997 - November 2000
Expo Registration August 1996 - June 1997
Putnam Investments September 1994 - August 1996
Massachusetts Army National Guard August 1985 - October 1994
Skills
Requirements Analysis, Integration, PMP, Software Documentation, Project Management, Analysis, Management, Leadership, SDLC, Business Analysis, Vendor Management, Visio, Software Project..., Requirements Gathering, PMO, Financial Services, Test Planning, Process Improvement, MS Project, Relationship Management, Program Management, Databases, Training, Business Process..., User Acceptance Testing, Middle Office, Global Custody, Equities, Budgets, Strategic Planning, Fund Accounting, Team Building, Fixed Income, Risk Management, Investments, Mutual Funds, Cross-functional Team..., Quality Assurance, SharePoint, Business Requirements
Education
Babson College 1996 — 2003
M.B.A.Olin Graduate School, Business
University of Massachusetts, Amherst 1985 — 1989
BA, History
Xaverian Brothers 1985 — 1989
HS Diploma, HS Diploma
Stephen Delfino Stephen Delfino's Putnam Investments Experience May 1996 - April 1998
Job Financial Services Executive
Industry Financial Services
Experience
JP Morgan Chase June 2010 - Present
Fidelity Investments May 2007 - April 2010
JPMorgan Chase May 1998 - May 2007
Putnam Investments May 1996 - April 1998
Bankers Trust Company September 1986 - May 1996
Skills
Risk Management, Operations Management, Product Management, Customer Relations, Lean Manufacturing
Education
City University of New York-Baruch College - Zicklin School of Business 1979 — 1983
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
JP Morgan Chase June 2010 - Present
Fidelity Investments May 2007 - April 2010
JPMorgan Chase May 1998 - May 2007
Putnam Investments May 1996 - April 1998
Bankers Trust Company September 1986 - May 1996
Skills
Risk Management, Operations Management, Product Management, Customer Relations, Lean Manufacturing
Education
City University of New York-Baruch College - Zicklin School of Business 1979 — 1983
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Kevin McGill Kevin McGill's Putnam Investments Experience January 1996 - September 1997
Job Director, IT Operations & Service Delivery at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2011 - Present
Merrill Lynch February 2010 - September 2011
Citizens Bank August 2009 - February 2010
Fidelity Investments October 1997 - December 2008
Putnam Investments January 1996 - September 1997
Skills
Agile Project Management, Management, Project Management, Leadership, Business Process, Process Improvement, Risk Management, Financial Services, Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2002
MBA, Marketing
University of Massachusetts, Amherst 1988 — 1992
BA, Economics
TIAA-CREF October 2011 - Present
Merrill Lynch February 2010 - September 2011
Citizens Bank August 2009 - February 2010
Fidelity Investments October 1997 - December 2008
Putnam Investments January 1996 - September 1997
Skills
Agile Project Management, Management, Project Management, Leadership, Business Process, Process Improvement, Risk Management, Financial Services, Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2002
MBA, Marketing
University of Massachusetts, Amherst 1988 — 1992
BA, Economics
Samuel Martin, CAIA Samuel Martin, CAIA's Putnam Investments Experience 2001 - 2003
Job Vice President, Hedge Funds at SCS Financial
Industry Investment Management
Experience
SCS Financial July 2015 - Present
RBS Citizens May 2014 - July 2015
State Street Bank June 2011 - May 2014
NEPC 2007 - 2010
Bear Stearns 2003 - 2007
Putnam Investments 2001 - 2003
State Street Global Advisors July 1997 - February 2001
Skills
Alternative Investments, Hedge Funds, Due Diligence, Prime Brokerage, Fund Of Funds, Private Equity, Venture Capital, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2003
MBA/MSF, Finance
Bates College 1993 — 1997
BA, Economics
ABRHS 1989 — 1993
SCS Financial July 2015 - Present
RBS Citizens May 2014 - July 2015
State Street Bank June 2011 - May 2014
NEPC 2007 - 2010
Bear Stearns 2003 - 2007
Putnam Investments 2001 - 2003
State Street Global Advisors July 1997 - February 2001
Skills
Alternative Investments, Hedge Funds, Due Diligence, Prime Brokerage, Fund Of Funds, Private Equity, Venture Capital, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2003
MBA/MSF, Finance
Bates College 1993 — 1997
BA, Economics
ABRHS 1989 — 1993
Sumedh Mehta's Putnam Investments Experience August 2015 - Present
Job Chief Technology Officer, Putnam Investments
Industry Information Technology and Services
Experience
Putnam Investments August 2015 - Present
Fidelity Investments June 2011 - August 2015
Marsh & McLennan Companies, Inc. July 2009 - December 2010
Patni Americas April 2009 - July 2009
Mercer October 2005 - April 2009
Mercer 2005 - April 2009
Patni Computer Systems 2002 - 2005
The Reference 1996 - 2002
Fidelity Investments 1992 - 1996
Prophecy developmebt 1987 - 1990
Skills
Outsourcing, Offshoring, BPO, Operational Excellence, Business Process..., Change Management, Leadership, Performance Improvement, IT Outsourcing, Business Strategy, Process Improvement, IT Service Management, IT Operations, Business Transformation, Shared Services, PMO, Governance, Vendor Management, Management Consulting, CRM, IT Strategy, Program Management, Risk Management, Strategy, Software Development, Business Development, SDLC, Organizational Design, Solution Architecture, Portfolio Management, Team Leadership, Financial Services, Management, Cross-functional Team..., Personnel Management, Mergers & Acquisitions
Education
Babson College 1992 — 1996
MBA
Columbia University in the City of New York 1986 — 1987
MS, EE
University of Southampton 1983 — 1986
BSc., Electronic Engineering
Delhi Public School --Mathura Road 1972 — 1978
Putnam Investments August 2015 - Present
Fidelity Investments June 2011 - August 2015
Marsh & McLennan Companies, Inc. July 2009 - December 2010
Patni Americas April 2009 - July 2009
Mercer October 2005 - April 2009
Mercer 2005 - April 2009
Patni Computer Systems 2002 - 2005
The Reference 1996 - 2002
Fidelity Investments 1992 - 1996
Prophecy developmebt 1987 - 1990
Skills
Outsourcing, Offshoring, BPO, Operational Excellence, Business Process..., Change Management, Leadership, Performance Improvement, IT Outsourcing, Business Strategy, Process Improvement, IT Service Management, IT Operations, Business Transformation, Shared Services, PMO, Governance, Vendor Management, Management Consulting, CRM, IT Strategy, Program Management, Risk Management, Strategy, Software Development, Business Development, SDLC, Organizational Design, Solution Architecture, Portfolio Management, Team Leadership, Financial Services, Management, Cross-functional Team..., Personnel Management, Mergers & Acquisitions
Education
Babson College 1992 — 1996
MBA
Columbia University in the City of New York 1986 — 1987
MS, EE
University of Southampton 1983 — 1986
BSc., Electronic Engineering
Delhi Public School --Mathura Road 1972 — 1978
David A. Gray, CFP®, CRPC®, CLU® David A. Gray, CFP®, CRPC®, CLU®'s Putnam Investments Experience June 1997 - October 1998
Job Wealth Advisor / Managing Partner / Buttonwood Financial Partners at LPL Financial
Industry Financial Services
Experience
Buttonwood Financial Partners / LPL Financial 2009 - Present
Merrill Lynch Global Wealth Management February 1999 - September 2009
Putnam Investments June 1997 - October 1998
ANB Investment Management & Trust Company 1990 - 1994
Skills
Series 7, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Series 63, Alternative Investments, Investment Advisory, Strategic Financial..., Investment Strategies, Retirement, Investments, Uniform Combined State..., Securities, 401k, ETFs, Estate Planning, IRAs, Asset Managment, Fixed Annuities
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
MBA
Southern Methodist University - Cox School of Business 1986 — 1989
BBA, Finance & Real Estate
Tulane University 1985 — 1986
Greenwich High School
Buttonwood Financial Partners / LPL Financial 2009 - Present
Merrill Lynch Global Wealth Management February 1999 - September 2009
Putnam Investments June 1997 - October 1998
ANB Investment Management & Trust Company 1990 - 1994
Skills
Series 7, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Series 63, Alternative Investments, Investment Advisory, Strategic Financial..., Investment Strategies, Retirement, Investments, Uniform Combined State..., Securities, 401k, ETFs, Estate Planning, IRAs, Asset Managment, Fixed Annuities
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
MBA
Southern Methodist University - Cox School of Business 1986 — 1989
BBA, Finance & Real Estate
Tulane University 1985 — 1986
Greenwich High School
Linda Vickers's Putnam Investments Experience June 2000 - June 2005
Job VP Client Experience at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2014 - Present
TIAA-CREF August 2012 - April 2014
TIAA-CREF April 2011 - August 2012
TIAA-CREF July 2005 - April 2011
Putnam Investments June 2000 - June 2005
InfoImage May 1999 - June 2000
Mariner Post-Acute Network December 1997 - May 1999
State of Massachusetts, Department of Transitional Assistance November 1993 - November 1997
Fidelity Investments June 1994 - June 1995
NYNEX June 1987 - November 1993
Skills
Financial Services, SDLC, Vendor Management, Business Analysis, Portfolio Management, Relationship Management, Process Improvement, IT Strategy, Asset Managment, Program Management, Business Process..., CRM, IT Management, Project Portfolio..., Asset Management, Leadership, Strategy, Integration, Analytics, Governance, Business Intelligence, PMO
Education
Babson College 1983 — 1987
Bachelor of Science (BS), MIS/Marketing
TIAA-CREF April 2014 - Present
TIAA-CREF August 2012 - April 2014
TIAA-CREF April 2011 - August 2012
TIAA-CREF July 2005 - April 2011
Putnam Investments June 2000 - June 2005
InfoImage May 1999 - June 2000
Mariner Post-Acute Network December 1997 - May 1999
State of Massachusetts, Department of Transitional Assistance November 1993 - November 1997
Fidelity Investments June 1994 - June 1995
NYNEX June 1987 - November 1993
Skills
Financial Services, SDLC, Vendor Management, Business Analysis, Portfolio Management, Relationship Management, Process Improvement, IT Strategy, Asset Managment, Program Management, Business Process..., CRM, IT Management, Project Portfolio..., Asset Management, Leadership, Strategy, Integration, Analytics, Governance, Business Intelligence, PMO
Education
Babson College 1983 — 1987
Bachelor of Science (BS), MIS/Marketing
Michael Tetreault MBA, CAM's Putnam Investments Experience December 2000 - September 2001
Job
Industry Financial Services
Experience
Philips June 2014 - Present
Philips October 2012 - June 2014
Johnson and Wales University Parent's Advisory Board November 2009 - May 2013
Genzyme a Sanofi Company (acquired by Sanofi - April 2011) May 2010 - August 2012
Freudenberg-NOK February 2008 - June 2010
C&S Wholesale Grocers December 2006 - February 2008
Bowater November 2004 - December 2006
International Forest Products, Inc. September 2001 - June 2004
Putnam Investments December 2000 - September 2001
Sappi Fine Paper February 1997 - December 2000
Skills
Team Building, Cross-functional Team..., Business Process..., Credit Analysis, Credit Risk, Collections, Mentoring, Accounts Receivable, Treasury Services, Order to Cash, Accounting, Letters Of Credit, Bankruptcy, Financial Analysis, Financial Management, Credit Cards, Credit Control, Credit Scoring, Cash Flow Forecasting, MS Office Suite, Oracle, QAD, Treasury Management, Team Leadership, Foreign Exchange..., International Trade, Customer Relations, Six Sigma, SAP, Employee Recognition, Staff Training, Competitive Analysis, Commercial Banking, Banking, Business Strategy, International Business, Budgeting, Securitization, Training Skills, Continuous Improvement, Project Coordination, Financial Accounting, Working Capital..., Restrictive Covenants, Corporate Finance, Equipment Finance, Customer Service, Shared Services, Change Management, Managerial Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1991
CAM
Bentley University 1986 — 1988
Master of Business Administration (M.B.A.)
Bentley University 1980 — 1985
BS
Berklee College of Music
BM
Norwell High School
Philips June 2014 - Present
Philips October 2012 - June 2014
Johnson and Wales University Parent's Advisory Board November 2009 - May 2013
Genzyme a Sanofi Company (acquired by Sanofi - April 2011) May 2010 - August 2012
Freudenberg-NOK February 2008 - June 2010
C&S Wholesale Grocers December 2006 - February 2008
Bowater November 2004 - December 2006
International Forest Products, Inc. September 2001 - June 2004
Putnam Investments December 2000 - September 2001
Sappi Fine Paper February 1997 - December 2000
Skills
Team Building, Cross-functional Team..., Business Process..., Credit Analysis, Credit Risk, Collections, Mentoring, Accounts Receivable, Treasury Services, Order to Cash, Accounting, Letters Of Credit, Bankruptcy, Financial Analysis, Financial Management, Credit Cards, Credit Control, Credit Scoring, Cash Flow Forecasting, MS Office Suite, Oracle, QAD, Treasury Management, Team Leadership, Foreign Exchange..., International Trade, Customer Relations, Six Sigma, SAP, Employee Recognition, Staff Training, Competitive Analysis, Commercial Banking, Banking, Business Strategy, International Business, Budgeting, Securitization, Training Skills, Continuous Improvement, Project Coordination, Financial Accounting, Working Capital..., Restrictive Covenants, Corporate Finance, Equipment Finance, Customer Service, Shared Services, Change Management, Managerial Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1991
CAM
Bentley University 1986 — 1988
Master of Business Administration (M.B.A.)
Bentley University 1980 — 1985
BS
Berklee College of Music
BM
Norwell High School
Kathleen Mann's Putnam Investments Experience 1992 - 1998
Job
Industry Investment Management
Experience
State Street Global Advisors 1998 - 2013
Putnam Investments 1992 - 1998
Fidelity Investments 1984 - 1992
Skills
Fixed Income, Bonds, Pensions, Equities, Asset Managment, Hedge Funds, Alternative Investments, Mutual Funds, Investments, Bloomberg, Investment Management, Asset Allocation, Portfolio Management, Investment Strategies, Securities, Asset Management, Due Diligence, Relationship Marketing, ETFs, Capital Markets, Professional Mentoring, Client Development, Business Relationship..., Investment Advisory, Derivatives, Financial Services, Series 63, Financial Markets, Fund Of Funds
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Boston College
BA, Economics
State Street Global Advisors 1998 - 2013
Putnam Investments 1992 - 1998
Fidelity Investments 1984 - 1992
Skills
Fixed Income, Bonds, Pensions, Equities, Asset Managment, Hedge Funds, Alternative Investments, Mutual Funds, Investments, Bloomberg, Investment Management, Asset Allocation, Portfolio Management, Investment Strategies, Securities, Asset Management, Due Diligence, Relationship Marketing, ETFs, Capital Markets, Professional Mentoring, Client Development, Business Relationship..., Investment Advisory, Derivatives, Financial Services, Series 63, Financial Markets, Fund Of Funds
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Boston College
BA, Economics
Cecilia, (Tjahjadi) LeBlanc, PHR, SHRM-CP's Putnam Investments Experience 1996 - 1997
Job Contractor at Deloitte
Industry Human Resources
Experience
Deloitte October 2014 - Present
Deloitte February 2014 - July 2014
Deloitte January 2013 - January 2014
Deloitte 2004 - January 2013
Ernst & Young LLP 1998 - 2004
Putnam Investments 1996 - 1997
Skills
Employee Relations, Performance Management, Recruiting, Talent Management, Deferred Compensation, HR Consulting, Talent Acquisition, Employee Engagement, HR Policies, Workforce Planning, Succession Planning, Change Management, Onboarding, Leadership Development, Career Counseling, Human Resources
Education
HRCI 2010 — 2010
PHR, Human Resources
Babson College 1992 — 1996
Bachelor of Science (B.S.), Accounting and Human Behavior
Deloitte October 2014 - Present
Deloitte February 2014 - July 2014
Deloitte January 2013 - January 2014
Deloitte 2004 - January 2013
Ernst & Young LLP 1998 - 2004
Putnam Investments 1996 - 1997
Skills
Employee Relations, Performance Management, Recruiting, Talent Management, Deferred Compensation, HR Consulting, Talent Acquisition, Employee Engagement, HR Policies, Workforce Planning, Succession Planning, Change Management, Onboarding, Leadership Development, Career Counseling, Human Resources
Education
HRCI 2010 — 2010
PHR, Human Resources
Babson College 1992 — 1996
Bachelor of Science (B.S.), Accounting and Human Behavior
Honor Stanton's Putnam Investments Experience 2010 - 2012
Job Consultant at Pinpoint Systems Corporation
Industry Market Research
Experience
Pinpoint Systems Corporation January 2012 - Present
Putnam Investments 2010 - 2012
Harte-Hanks, Inc. November 2009 - September 2011
Bay Path College 2007 - 2011
Epsilon January 2007 - November 2009
Putnam Investments, Inc December 2000 - February 2007
Skills
Email Marketing, Direct Marketing, Creative Direction, Marketing Strategy, Data Analysis, Analytics, Marketing, Business Analysis, CRM, Customer Insight, Database Marketing, Digital Marketing, Lead Generation, Segmentation, Social Media Marketing
Education
Bay Path University 2007 — 2010
BS, Executive Business Management
Clark University 2000 — 2001
Certificate in Computer Programming and Web Development
Pinpoint Systems Corporation January 2012 - Present
Putnam Investments 2010 - 2012
Harte-Hanks, Inc. November 2009 - September 2011
Bay Path College 2007 - 2011
Epsilon January 2007 - November 2009
Putnam Investments, Inc December 2000 - February 2007
Skills
Email Marketing, Direct Marketing, Creative Direction, Marketing Strategy, Data Analysis, Analytics, Marketing, Business Analysis, CRM, Customer Insight, Database Marketing, Digital Marketing, Lead Generation, Segmentation, Social Media Marketing
Education
Bay Path University 2007 — 2010
BS, Executive Business Management
Clark University 2000 — 2001
Certificate in Computer Programming and Web Development
Martha Donovan's Putnam Investments Experience 1996 - 1998
Job Head of Relationship Management for Fiduciary and Investment Advisory Solutions
Industry Financial Services
Experience
State Street Global Advisors 2004 - Present
Independent 2001 - 2004
Kingsbury Wax Bova 1998 - 2001
Putnam Investments 1996 - 1998
CBS Inc. 1988 - 1996
Skills
Asset Management, Relationship Management, Financial Analysis, Investments, Financial Services, Fixed Income, Hedge Funds, Portfolio Management, Mutual Funds, Equities, Asset Allocation, Asset Managment, Fiduciary Services
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
University of Massachusetts at Lowell
B.S. Accounting
State Street Global Advisors 2004 - Present
Independent 2001 - 2004
Kingsbury Wax Bova 1998 - 2001
Putnam Investments 1996 - 1998
CBS Inc. 1988 - 1996
Skills
Asset Management, Relationship Management, Financial Analysis, Investments, Financial Services, Fixed Income, Hedge Funds, Portfolio Management, Mutual Funds, Equities, Asset Allocation, Asset Managment, Fiduciary Services
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
University of Massachusetts at Lowell
B.S. Accounting
David Brosnan's Putnam Investments Experience 1998 - 2005
Job Vice President, Charitable Planning Consultant at Fidelity Investments, Fidelity Charitable
Industry Financial Services
Experience
Fidelity Charitable 2005 - Present
Putnam Investments 1998 - 2005
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2014
MBA
Saint Anselm College 1990 — 1994
Fidelity Charitable 2005 - Present
Putnam Investments 1998 - 2005
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2014
MBA
Saint Anselm College 1990 — 1994
Daniel Dausch's Putnam Investments Experience 1994 - 1995
Job Director Software Engineering Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 1995 - Present
Putnam Investments 1994 - 1995
Skills
Agile Methodologies, SDLC, Enterprise Architecture, Requirements Analysis, SOA, Vendor Management, Program Management
Education
Baruch College, City University of New York (CUNY) 1983 — 1986
MS, Computer Science
The New School 1981 — 1983
MA, Psychology
Clark University 1977 — 1981
BA, Psychology
Fidelity Investments December 1995 - Present
Putnam Investments 1994 - 1995
Skills
Agile Methodologies, SDLC, Enterprise Architecture, Requirements Analysis, SOA, Vendor Management, Program Management
Education
Baruch College, City University of New York (CUNY) 1983 — 1986
MS, Computer Science
The New School 1981 — 1983
MA, Psychology
Clark University 1977 — 1981
BA, Psychology
Doug Lankow's Putnam Investments Experience March 2001 - March 2002
Job Senior Investment Product Specialist at ING US
Industry Financial Services
Experience
Voya Financial July 2006 - Present
Loomis Sayles March 2002 - July 2006
Putnam Investments March 2001 - March 2002
Brown Brothers Harriman 1997 - 2000
Keystone Investments 1995 - 1997
Skills
Series 7, Series 63, Series 6, ING Financial Advisers,..., Mutual Funds, Investments, Securities, Asset Allocation, Equities, Alternative Investments, Financial Services, Portfolio Management, Asset Management, Fixed Income, Retirement Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2001
MBA, Finance
Susquehanna University 1987 — 1991
BA, English
New Canaan High School, New Canaan, CT 1983 — 1987
Voya Financial July 2006 - Present
Loomis Sayles March 2002 - July 2006
Putnam Investments March 2001 - March 2002
Brown Brothers Harriman 1997 - 2000
Keystone Investments 1995 - 1997
Skills
Series 7, Series 63, Series 6, ING Financial Advisers,..., Mutual Funds, Investments, Securities, Asset Allocation, Equities, Alternative Investments, Financial Services, Portfolio Management, Asset Management, Fixed Income, Retirement Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2001
MBA, Finance
Susquehanna University 1987 — 1991
BA, English
New Canaan High School, New Canaan, CT 1983 — 1987
Lucas Kartawidjaja's Putnam Investments Experience 1998 - 1999
Job Sr. Database Administrator
Industry Information Technology and Services
Experience
GMO 2014 - Present
ERM 2009 - 2014
Patriot Energy Group 2009 - 2009
HealthGate Data Corp 2006 - 2009
HealthGate Data Corp. 2003 - 2006
HealthGate Data Corp. 2001 - 2003
HealthGate Data Corp. 2000 - 2001
Insurance Holdings of America 1999 - 2000
Putnam Investments 1998 - 1999
Skills
Database Design, Databases, C#, SharePoint, .NET, SQL, Data Analysis, T-SQL, Business Intelligence, Database Administration, Windows Server, Software Project..., Microsoft SQL Server, SSIS, Data Modeling, Data Warehousing, ETL, SSRS, Visual Basic
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2008
MBA
Merrimack College 1996 — 1999
Bachelor of Science (B.S.), Business Management and Mathematics
Seventh-Day Adventist School
Seventh-Day Adventist School
Seventh-Day Adventist Secondary School
GMO 2014 - Present
ERM 2009 - 2014
Patriot Energy Group 2009 - 2009
HealthGate Data Corp 2006 - 2009
HealthGate Data Corp. 2003 - 2006
HealthGate Data Corp. 2001 - 2003
HealthGate Data Corp. 2000 - 2001
Insurance Holdings of America 1999 - 2000
Putnam Investments 1998 - 1999
Skills
Database Design, Databases, C#, SharePoint, .NET, SQL, Data Analysis, T-SQL, Business Intelligence, Database Administration, Windows Server, Software Project..., Microsoft SQL Server, SSIS, Data Modeling, Data Warehousing, ETL, SSRS, Visual Basic
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2008
MBA
Merrimack College 1996 — 1999
Bachelor of Science (B.S.), Business Management and Mathematics
Seventh-Day Adventist School
Seventh-Day Adventist School
Seventh-Day Adventist Secondary School
Julie Doran, AIF®, RPA's Putnam Investments Experience September 2002 - November 2004
Job Managing Partner, CoFounder at Gosselin Consulting Group LLC
Industry Financial Services
Experience
Gosselin Consulting Group LLC May 2010 - Present
MERCER November 2004 - June 2010
Putnam Investments September 2002 - November 2004
Putnam Investments October 2001 - September 2002
Skills
Defined Contribution, Fiduciary Services, Retirement, Investments, 401k, Consulting, DC Investment Design, ERISA, Asset Allocation, Investment Policy..., Retirement Plan..., Qualified Retirement...
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2009
MBA, Entrepreneurship
Bentley University 1997 — 2001
B.S. Business Communication
Gosselin Consulting Group LLC May 2010 - Present
MERCER November 2004 - June 2010
Putnam Investments September 2002 - November 2004
Putnam Investments October 2001 - September 2002
Skills
Defined Contribution, Fiduciary Services, Retirement, Investments, 401k, Consulting, DC Investment Design, ERISA, Asset Allocation, Investment Policy..., Retirement Plan..., Qualified Retirement...
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2009
MBA, Entrepreneurship
Bentley University 1997 — 2001
B.S. Business Communication
Jerry Bonnabeau's Putnam Investments Experience 2000 - 2005
Job Senior Director, Sponsor Services at Financial Engines
Industry Financial Services
Experience
Financial Engines January 2012 - Present
Financial Engines February 2005 - December 2011
Putnam Investments 2000 - 2005
Enterprise Bank & Trust 1994 - 2000
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
mba
University at Albany, SUNY
BA, Communications / Business
Financial Engines January 2012 - Present
Financial Engines February 2005 - December 2011
Putnam Investments 2000 - 2005
Enterprise Bank & Trust 1994 - 2000
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
mba
University at Albany, SUNY
BA, Communications / Business
Prasad Raju Jampana's Putnam Investments Experience May 1997 - December 1997
Job Lead Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 1998 - Present
Putnam Investments May 1997 - December 1997
Satyam March 1995 - March 1997
Skills
Fixed Income, Agile Methodologies
Education
Brandeis University 2000 — 2003
Masters, Computer science
Bangalore University 1986 — 1991
Bachlor degree, Engineering
Fidelity Investments January 1998 - Present
Putnam Investments May 1997 - December 1997
Satyam March 1995 - March 1997
Skills
Fixed Income, Agile Methodologies
Education
Brandeis University 2000 — 2003
Masters, Computer science
Bangalore University 1986 — 1991
Bachlor degree, Engineering
Thomas Gunn's Putnam Investments Experience January 2007 - Present
Job Vice President at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2007 - Present
Putnam Investments January 1996 - December 2006
Education
Babson College 1988 — 1992
Putnam Investments January 2007 - Present
Putnam Investments January 1996 - December 2006
Education
Babson College 1988 — 1992
Chris Hennessey's Putnam Investments Experience 1994 - Present
Job Professor Emeritus of Law at Babson College and Member of Putnam Investments Business Advisory Group, Lawyer and CPA
Industry Education Management
Experience
Babson College September 1998 - Present
Putnam Investments 1994 - Present
Skills
Wealth Management, Finance, Retirement Planning
Education
Boston University School of Law 1978 — 1980
Master of Laws (LL.M.), Taxation, Graduated Cum Laude
Suffolk University Law School 1972 — 1976
Doctor of Law (J.D.), Law
Babson College 1968 — 1972
BSBA, Accounting
Babson College September 1998 - Present
Putnam Investments 1994 - Present
Skills
Wealth Management, Finance, Retirement Planning
Education
Boston University School of Law 1978 — 1980
Master of Laws (LL.M.), Taxation, Graduated Cum Laude
Suffolk University Law School 1972 — 1976
Doctor of Law (J.D.), Law
Babson College 1968 — 1972
BSBA, Accounting
David Monks's Putnam Investments Experience 1999 - 2001
Job Managing Director BlackRock
Industry Financial Services
Experience
BlackRock December 2012 - Present
BlackRock January 2013 - September 2013
State Street Research 2002 - 2006
Zurich Scudder Investments July 2001 - April 2002
Putnam Investments 1999 - 2001
Fidelity Investments 1994 - 1999
Skills
Mutual Funds, Fixed Income, Middle Office, Back Office, Investments, Asset Managment, Equities, Derivatives, ETFs, Corporate Actions, Alternative Investments, Fund Administration, Hedge Funds, Securities, Bloomberg, Series 7, Investment Management, Leading Organizational..., Organizational Change..., Operational Turnaround, Asset Management, Settlement, Trading Systems, Trading, Options, Fund Of Funds, Financial Services, Prime Brokerage, Securities Lending, Asset Allocation, Bonds, Operational Risk..., Equity Derivatives, Fund Accounting, Risk Management
Education
Babson College
Executive Program - Business Acumen
Charter Oak State College
Bachelor of Science (BS), Business / Accounting Minor
BlackRock December 2012 - Present
BlackRock January 2013 - September 2013
State Street Research 2002 - 2006
Zurich Scudder Investments July 2001 - April 2002
Putnam Investments 1999 - 2001
Fidelity Investments 1994 - 1999
Skills
Mutual Funds, Fixed Income, Middle Office, Back Office, Investments, Asset Managment, Equities, Derivatives, ETFs, Corporate Actions, Alternative Investments, Fund Administration, Hedge Funds, Securities, Bloomberg, Series 7, Investment Management, Leading Organizational..., Organizational Change..., Operational Turnaround, Asset Management, Settlement, Trading Systems, Trading, Options, Fund Of Funds, Financial Services, Prime Brokerage, Securities Lending, Asset Allocation, Bonds, Operational Risk..., Equity Derivatives, Fund Accounting, Risk Management
Education
Babson College
Executive Program - Business Acumen
Charter Oak State College
Bachelor of Science (BS), Business / Accounting Minor
Bernie Brockgreiten's Putnam Investments Experience September 2005 - February 2009
Job Senior Product Manager at Boston Financial
Industry Financial Services
Experience
Boston Financial September 2013 - Present
AccessData a Broadridge Company September 2009 - June 2012
Putnam Investments September 2005 - February 2009
Putnam Investments January 2003 - September 2005
Putnam Investments January 2000 - December 2003
Putnam Investments January 1997 - January 2000
Scudder Investments 1992 - 1997
Skills
Mutual Funds, Risk Management, Strategy, Asset Management, Alternative Investments, Management, Leadership, Relationship Management, Enterprise Software, Executive Management, Accounting, Financial Services, Strategic Planning, Securities, Business Strategy, Series 7, Series 63, Project Planning, Equities, Fixed Income, Investments
Education
Babson College 1973 — 1976
Marketing
Boston Financial September 2013 - Present
AccessData a Broadridge Company September 2009 - June 2012
Putnam Investments September 2005 - February 2009
Putnam Investments January 2003 - September 2005
Putnam Investments January 2000 - December 2003
Putnam Investments January 1997 - January 2000
Scudder Investments 1992 - 1997
Skills
Mutual Funds, Risk Management, Strategy, Asset Management, Alternative Investments, Management, Leadership, Relationship Management, Enterprise Software, Executive Management, Accounting, Financial Services, Strategic Planning, Securities, Business Strategy, Series 7, Series 63, Project Planning, Equities, Fixed Income, Investments
Education
Babson College 1973 — 1976
Marketing
Kirsten Bjerklie's Putnam Investments Experience January 2000 - July 2003
Job Managing Director, Business Intelligence Advisors
Industry Financial Services
Experience
Business Intelligence Advisors November 2010 - Present
Business Intelligence Advisors August 2003 - October 2010
Putnam Investments January 2000 - July 2003
Putnam Investments July 1998 - December 1999
Scudder Kemper Investments September 1995 - June 1998
Education
Babson College
MBA
Simmons College
MLS
University of Southern Maine
B.S., Elementary Education
Business Intelligence Advisors November 2010 - Present
Business Intelligence Advisors August 2003 - October 2010
Putnam Investments January 2000 - July 2003
Putnam Investments July 1998 - December 1999
Scudder Kemper Investments September 1995 - June 1998
Education
Babson College
MBA
Simmons College
MLS
University of Southern Maine
B.S., Elementary Education
Tina E. Hong's Putnam Investments Experience January 1999 - January 2000
Job Executive Consultant Consumer Segmentation & Innovation Leader | Business Growth Catalyst
Industry Management Consulting
Experience
The Brand Management Team LLC September 2013 - Present
MindShareBrands™ Strategic Brand & IP Innovation Partner {Invention. Renovation. Translation.} March 2013 - Present
Goodness Multiplied™: Executive Health & Wellness September 2013 - Present
Mars 2012 - 2013
Mars 2011 - 2012
NaturalPetRX 2009 - 2011
BRAND360 2001 - 2011
ZEFER January 2000 - April 2001
Putnam Investments January 1999 - January 2000
Design Continuum Inc. May 1994 - December 1998
Skills
Product Development, Strategy, Market Research, Business Strategy, Online Marketing, Business Planning, Brand Management, Advertising, Customer Insight, Marketing, Product Launch, Management, Sales, Integrated Marketing, Budgets, Cross-functional Team..., Marketing Strategy, Strategic Planning, Entrepreneurship, Product Design, Product Management, Consumer Products, CRM, Start-ups, Marketing Management, Leadership, Business Development, Consulting, New Business Development
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), Entrepreneurship/Business Strategy and General Management
Institute of Integrative Nutrition
Certified Health Coach - Board Certified by American Association of Drugless Practitioners, Integrative Nutrition, Women's Health, Stress Management, Balanced Living
eCornell T. Colin Campbell Foundation
Pursuing Certificate in Plant-Based Nutrition
Massachusetts College of Art
BFA, Communications Design, Honors
Harvard University
Extension School – Coursework, Graduate Management Program
The Brand Management Team LLC September 2013 - Present
MindShareBrands™ Strategic Brand & IP Innovation Partner {Invention. Renovation. Translation.} March 2013 - Present
Goodness Multiplied™: Executive Health & Wellness September 2013 - Present
Mars 2012 - 2013
Mars 2011 - 2012
NaturalPetRX 2009 - 2011
BRAND360 2001 - 2011
ZEFER January 2000 - April 2001
Putnam Investments January 1999 - January 2000
Design Continuum Inc. May 1994 - December 1998
Skills
Product Development, Strategy, Market Research, Business Strategy, Online Marketing, Business Planning, Brand Management, Advertising, Customer Insight, Marketing, Product Launch, Management, Sales, Integrated Marketing, Budgets, Cross-functional Team..., Marketing Strategy, Strategic Planning, Entrepreneurship, Product Design, Product Management, Consumer Products, CRM, Start-ups, Marketing Management, Leadership, Business Development, Consulting, New Business Development
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), Entrepreneurship/Business Strategy and General Management
Institute of Integrative Nutrition
Certified Health Coach - Board Certified by American Association of Drugless Practitioners, Integrative Nutrition, Women's Health, Stress Management, Balanced Living
eCornell T. Colin Campbell Foundation
Pursuing Certificate in Plant-Based Nutrition
Massachusetts College of Art
BFA, Communications Design, Honors
Harvard University
Extension School – Coursework, Graduate Management Program
Patrick Ofobi's Putnam Investments Experience March 2006 - December 2006
Job Sales Manager at Allstate
Industry Insurance
Experience
Allstate January 2015 - Present
Allstate October 2013 - Present
The Moody Street Group, LLC May 2013 - October 2013
State Street Bank January 2007 - February 2012
Putnam Investments March 2006 - December 2006
Staples September 2005 - March 2006
Ghana Education Service September 1997 - June 2003
Skills
Operational Excellence, Excel, Analysis, Financial Analysis, Word, Accounting, Access, Business Analysis, Strategic Planning, Accounts Payable, Financial Modeling, Account Reconciliation, QuickBooks, Financial Reporting, Risk Management, Management, Time Management, Teamwork, Finance, Software Documentation, Operations Management, Securities, Banking, Credit, Change Management, Bloomberg, Financial Services, Investments, Corporate Finance, Mutual Funds, Fixed Income, Strategic Financial..., Equities, Leadership, Managerial Finance, Insurance, Sales, PowerPoint, Portfolio Management, Forecasting, Microsoft Excel, Financial Planning, Microsoft Word
Education
Clark University 2008 — 2011
MBA, Accounting
Atlantic Union College 2001 — 2005
BS, Accounting
Allstate January 2015 - Present
Allstate October 2013 - Present
The Moody Street Group, LLC May 2013 - October 2013
State Street Bank January 2007 - February 2012
Putnam Investments March 2006 - December 2006
Staples September 2005 - March 2006
Ghana Education Service September 1997 - June 2003
Skills
Operational Excellence, Excel, Analysis, Financial Analysis, Word, Accounting, Access, Business Analysis, Strategic Planning, Accounts Payable, Financial Modeling, Account Reconciliation, QuickBooks, Financial Reporting, Risk Management, Management, Time Management, Teamwork, Finance, Software Documentation, Operations Management, Securities, Banking, Credit, Change Management, Bloomberg, Financial Services, Investments, Corporate Finance, Mutual Funds, Fixed Income, Strategic Financial..., Equities, Leadership, Managerial Finance, Insurance, Sales, PowerPoint, Portfolio Management, Forecasting, Microsoft Excel, Financial Planning, Microsoft Word
Education
Clark University 2008 — 2011
MBA, Accounting
Atlantic Union College 2001 — 2005
BS, Accounting
Kathleen McMorrow's Putnam Investments Experience May 2008 - Present
Job Manager, Financial Planning & Analysis, Investment Division at Putnam Investments
Industry Financial Services
Experience
Putnam Investments May 2008 - Present
Skills
Mutual Funds, Bloomberg, Financial Modeling, Financial Analysis, Investments, Finance, Financial Reporting, Business Analysis, Forecasting, Corporate Finance, Strategic Financial..., Portfolio Management, Financial Services, Asset Management, Equities, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2005
MBA
Boston College 1996 — 2000
BS, Economics & Finance
Putnam Investments May 2008 - Present
Skills
Mutual Funds, Bloomberg, Financial Modeling, Financial Analysis, Investments, Finance, Financial Reporting, Business Analysis, Forecasting, Corporate Finance, Strategic Financial..., Portfolio Management, Financial Services, Asset Management, Equities, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2005
MBA
Boston College 1996 — 2000
BS, Economics & Finance
Chidananda Sulur's Putnam Investments Experience May 2001 - September 2005
Job Principal at Mercer
Industry Information Technology and Services
Experience
Mercer October 2005 - Present
Putnam Investments May 2001 - September 2005
IT Solutions Inc August 1998 - May 2001
Financial Engineering Solutions February 1998 - August 1998
Skills
Architecture, MIS, Program Management, IT Management, SDLC, Agile & Waterfall..., Programming, Certified Scrum Master..., Unix, SOA, Project Management, Enterprise Architecture, Scrum, PMP, SQL, Architectures, Integration
Education
Harvard University 2005 — 2011
MS, Information Systems Management
Symbiosis International University 1996 — 1998
MBA, Finance & Information Systems
B. M. S. College of Engineering 1991 — 1995
Bachelor of Engineering, Electronics
Mercer October 2005 - Present
Putnam Investments May 2001 - September 2005
IT Solutions Inc August 1998 - May 2001
Financial Engineering Solutions February 1998 - August 1998
Skills
Architecture, MIS, Program Management, IT Management, SDLC, Agile & Waterfall..., Programming, Certified Scrum Master..., Unix, SOA, Project Management, Enterprise Architecture, Scrum, PMP, SQL, Architectures, Integration
Education
Harvard University 2005 — 2011
MS, Information Systems Management
Symbiosis International University 1996 — 1998
MBA, Finance & Information Systems
B. M. S. College of Engineering 1991 — 1995
Bachelor of Engineering, Electronics
Kobylarz, Jeff's Putnam Investments Experience May 1993 - January 1999
Job Analyst at Diamond Bridge Capital
Industry Investment Management
Experience
Diamond Bridge Capital April 2015 - Present
Stone Harbor Investment Partners April 2006 - September 2013
Citigroup Asset Management May 1999 - March 2006
Putnam Investments May 1993 - January 1999
Dean Witter Asset Management May 1989 - April 1993
W.R. Huff Asset Management January 1987 - April 1989
Skills
Hedge Funds, Fixed Income, Private Equity, Equities, Capital Markets, Bloomberg, Investments, Mergers & Acquisitions, Finance, High Yield, Valuation, Investment Banking, Leveraged Finance, Asset Management, Financial Services, Buy-side, Capital Structure, Portfolio Management
Education
Bates College
Bachelor’s Degree, Economics
Cornell University - Johnson Graduate School of Management
Master of Business Administration (M.B.A.), Finance and Accounting
Diamond Bridge Capital April 2015 - Present
Stone Harbor Investment Partners April 2006 - September 2013
Citigroup Asset Management May 1999 - March 2006
Putnam Investments May 1993 - January 1999
Dean Witter Asset Management May 1989 - April 1993
W.R. Huff Asset Management January 1987 - April 1989
Skills
Hedge Funds, Fixed Income, Private Equity, Equities, Capital Markets, Bloomberg, Investments, Mergers & Acquisitions, Finance, High Yield, Valuation, Investment Banking, Leveraged Finance, Asset Management, Financial Services, Buy-side, Capital Structure, Portfolio Management
Education
Bates College
Bachelor’s Degree, Economics
Cornell University - Johnson Graduate School of Management
Master of Business Administration (M.B.A.), Finance and Accounting
Jay Schrock's Putnam Investments Experience 1991 - 1999
Job Assistant Vice President Client Flow Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management 2002 - Present
Investors Bank & Trust 1999 - 2002
Putnam Investments 1991 - 1999
Skills
Fixed Income, Equities, Mutual Funds, Asset Management, Investments
Education
Boston University Questrom School of Business 2004 — 2005
Masters of Science in Investment Management, Finance
Baldwin Wallace University 1986 — 1990
Wellington Management 2002 - Present
Investors Bank & Trust 1999 - 2002
Putnam Investments 1991 - 1999
Skills
Fixed Income, Equities, Mutual Funds, Asset Management, Investments
Education
Boston University Questrom School of Business 2004 — 2005
Masters of Science in Investment Management, Finance
Baldwin Wallace University 1986 — 1990
Margaret McClure's Putnam Investments Experience August 1996 - April 2002
Job Delivery Manager EMC Global Services
Industry Information Technology and Services
Experience
EMC August 2010 - Present
Fidelity Investments November 2005 - August 2010
Fidelity Investments 2005 - 2010
Fidelity National Financial September 2002 - October 2005
Putnam Investments August 1996 - April 2002
Skills
Global Asset Allocation, Microsoft Excel, PowerPoint, Green Belt, Managing Database, Process Improvement, Asset Allocation, Software Documentation, Project Management, Requirements Analysis, Training, Human Resources
Education
Becker College 2006 — 2008
BA, Business Management
Dean College 1984 — 1991
Associates, Marketing
EMC August 2010 - Present
Fidelity Investments November 2005 - August 2010
Fidelity Investments 2005 - 2010
Fidelity National Financial September 2002 - October 2005
Putnam Investments August 1996 - April 2002
Skills
Global Asset Allocation, Microsoft Excel, PowerPoint, Green Belt, Managing Database, Process Improvement, Asset Allocation, Software Documentation, Project Management, Requirements Analysis, Training, Human Resources
Education
Becker College 2006 — 2008
BA, Business Management
Dean College 1984 — 1991
Associates, Marketing
Steve Tangney's Putnam Investments Experience 1998 - 2000
Job Client Service Officer at DST Retirement Solutions
Industry Financial Services
Experience
DST Retirement Solutions October 2013 - Present
DST Retirement Solutions April 2002 - October 2013
Trustar Retirement Services 2000 - 2002
Putnam Investments 1998 - 2000
Skills
Financial Services, Mutual Funds, 401k, Retirement, Series 6, Qualified Retirement..., Securities
Education
Suffolk University - Sawyer Business School 2003 — 2007
MBA
Assumption College 1994 — 1998
University College Galway
DST Retirement Solutions October 2013 - Present
DST Retirement Solutions April 2002 - October 2013
Trustar Retirement Services 2000 - 2002
Putnam Investments 1998 - 2000
Skills
Financial Services, Mutual Funds, 401k, Retirement, Series 6, Qualified Retirement..., Securities
Education
Suffolk University - Sawyer Business School 2003 — 2007
MBA
Assumption College 1994 — 1998
University College Galway
Davin Perkins's Putnam Investments Experience May 1997 - October 1998
Job Senior Director, Retirement Services Product Management & Consulting at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2011 - Present
Mercer October 2010 - July 2011
Fidelity Investments May 2007 - September 2010
Fidelity Investments May 2005 - May 2007
Fidelity Investments September 2000 - May 2007
Fidelity Investments October 1998 - September 2000
Putnam Investments May 1997 - October 1998
Putnam Investments October 1996 - May 1997
Putnam Investments September 1995 - October 1996
Skills
Team Leadership, Retirement, Program Management, Cross-functional Team..., 401k, ERISA, Strategic Planning, Product Management, Defined Benefit, Benefits Administration, Team Building, Product Development, Outsourcing, Client Services, Competitive Analysis, Problem Solving, Financial Services, Process Improvement, Leadership, Management, Vendor Management, Employee Benefits, Strategy, Relationship Management, Consulting, Risk Management
Education
Baylor University - Hankamer School of Business
Bachelor of Business Administration (B.B.A.)
TIAA-CREF July 2011 - Present
Mercer October 2010 - July 2011
Fidelity Investments May 2007 - September 2010
Fidelity Investments May 2005 - May 2007
Fidelity Investments September 2000 - May 2007
Fidelity Investments October 1998 - September 2000
Putnam Investments May 1997 - October 1998
Putnam Investments October 1996 - May 1997
Putnam Investments September 1995 - October 1996
Skills
Team Leadership, Retirement, Program Management, Cross-functional Team..., 401k, ERISA, Strategic Planning, Product Management, Defined Benefit, Benefits Administration, Team Building, Product Development, Outsourcing, Client Services, Competitive Analysis, Problem Solving, Financial Services, Process Improvement, Leadership, Management, Vendor Management, Employee Benefits, Strategy, Relationship Management, Consulting, Risk Management
Education
Baylor University - Hankamer School of Business
Bachelor of Business Administration (B.B.A.)
Tony Centracchio's Putnam Investments Experience 1987 - 1999
Job Application Support at Citizens Bank
Industry Information Technology and Services
Experience
RBS Citizens Financial Group 2012 - Present
Perot Systems 2005 - September 2006
Hanover Insurance 1999 - 2004
Allmerica Financial 1999 - 2004
Hanover and Allmerica Financial 1999 - 2004
Putnam Investments 1987 - 1999
Skills
Autosys
Education
Becker College
Bachelor's degree, Business Administration and Management, General
Dean College
Associate of Science (AS), Computer Science
RBS Citizens Financial Group 2012 - Present
Perot Systems 2005 - September 2006
Hanover Insurance 1999 - 2004
Allmerica Financial 1999 - 2004
Hanover and Allmerica Financial 1999 - 2004
Putnam Investments 1987 - 1999
Skills
Autosys
Education
Becker College
Bachelor's degree, Business Administration and Management, General
Dean College
Associate of Science (AS), Computer Science
Jim McEleney's Putnam Investments Experience August 1996 - April 2001
Job Mid career senior professional with global experience; presently in the midst of relocating to the Tampa Bay area
Industry Financial Services
Experience
BNY Mellon July 2011 - April 2015
BNY Mellon June 2009 - June 2011
BNY Mellon August 2006 - June 2009
Mellon Financial Corporation November 2001 - July 2006
Putnam Investments August 1996 - April 2001
Skills
Financial Services, Securities, Financial Markets, Fixed Income, Equities, Hedge Funds, Capital Markets, Asset Management, Bloomberg, Mutual Funds, Derivatives, Risk Management, Alternative Investments, Banking, Investments, Portfolio Management, Investment Banking, Operational Risk, Management, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1998
Master of Business Administration (M.B.A.), Business Administration, Summa cum Laude distinction
Boston College 1983 — 1987
BS, Finance, Cum Laude distinction
Xavier High School 1979 — 1983
High School
BNY Mellon July 2011 - April 2015
BNY Mellon June 2009 - June 2011
BNY Mellon August 2006 - June 2009
Mellon Financial Corporation November 2001 - July 2006
Putnam Investments August 1996 - April 2001
Skills
Financial Services, Securities, Financial Markets, Fixed Income, Equities, Hedge Funds, Capital Markets, Asset Management, Bloomberg, Mutual Funds, Derivatives, Risk Management, Alternative Investments, Banking, Investments, Portfolio Management, Investment Banking, Operational Risk, Management, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1998
Master of Business Administration (M.B.A.), Business Administration, Summa cum Laude distinction
Boston College 1983 — 1987
BS, Finance, Cum Laude distinction
Xavier High School 1979 — 1983
High School
Jen Van Gelder's Putnam Investments Experience September 1998 - April 2004
Job Business Manager at Corey Media Group
Industry Marketing and Advertising
Experience
Corey Media Group November 2012 - July 2015
Baldwin/Clancy/Rogan Advertising September 2009 - November 2012
DWS Investments June 2006 - September 2009
CitiStreet LLC April 2004 - June 2006
Putnam Investments September 1998 - April 2004
Skills
Marketing, Account Management, Strategy, Facebook, Advertising, Copywriting, Marketing Communications, Budgets, Strategic Communications, Social Media Marketing, Marketing Strategy, Salesforce.com, Strategic Planning, Social Media, Management
Education
Simmons College 2004 — 2008
Master's degree, Communications Management, Magna cum laude
Bates College 1993 — 1997
Bachelor of Arts (B.A.), Spanish, Cum laude
Corey Media Group November 2012 - July 2015
Baldwin/Clancy/Rogan Advertising September 2009 - November 2012
DWS Investments June 2006 - September 2009
CitiStreet LLC April 2004 - June 2006
Putnam Investments September 1998 - April 2004
Skills
Marketing, Account Management, Strategy, Facebook, Advertising, Copywriting, Marketing Communications, Budgets, Strategic Communications, Social Media Marketing, Marketing Strategy, Salesforce.com, Strategic Planning, Social Media, Management
Education
Simmons College 2004 — 2008
Master's degree, Communications Management, Magna cum laude
Bates College 1993 — 1997
Bachelor of Arts (B.A.), Spanish, Cum laude
JoAnn Tobin's Putnam Investments Experience January 1991 - Present
Job Sr. Database Administrator for Oracle and DB2 databases
Industry Financial Services
Experience
Putnam Investments January 1991 - Present
Keane Incorporated 1988 - 1992
Liberty Mutual 1988 - 1990
Skills
DB2, Oracle, Data Warehousing, Business Analysis, Disaster Recovery, SQL, Requirements Analysis, Business Intelligence, Unix, Financial Services, Software Project..., Informatica, Databases, Siebel, IT Strategy, Data Modeling, Requirements Gathering, SDLC, IT Management
Education
Babson College - Franklin W. Olin Graduate School of Business
M.B.A.
University of Massachusetts, Amherst 1981 — 1985
B.S., Applied Mathematics, cum laude
Putnam Investments January 1991 - Present
Keane Incorporated 1988 - 1992
Liberty Mutual 1988 - 1990
Skills
DB2, Oracle, Data Warehousing, Business Analysis, Disaster Recovery, SQL, Requirements Analysis, Business Intelligence, Unix, Financial Services, Software Project..., Informatica, Databases, Siebel, IT Strategy, Data Modeling, Requirements Gathering, SDLC, IT Management
Education
Babson College - Franklin W. Olin Graduate School of Business
M.B.A.
University of Massachusetts, Amherst 1981 — 1985
B.S., Applied Mathematics, cum laude
Brian Merrick's Putnam Investments Experience September 1998 - September 2004
Job Manager, Human Capital at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting September 2004 - Present
Putnam Investments September 1998 - September 2004
Putnam Investments June 1995 - September 1998
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2003
MBA, Finance
College of the Holy Cross 1991 — 1995
BA, Economics
Deloitte Consulting September 2004 - Present
Putnam Investments September 1998 - September 2004
Putnam Investments June 1995 - September 1998
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2003
MBA, Finance
College of the Holy Cross 1991 — 1995
BA, Economics
Carl Linnington's Putnam Investments Experience October 2002 - May 2004
Job Systems Integrator, Jacobs Technology (PEO Soldier, Ft. Belvoir)
Industry Defense & Space
Experience
Jacobs Technology January 2009 - Present
AIG VALIC January 2005 - October 2007
Putnam Investments October 2002 - May 2004
KPMG Consulting June 2000 - April 2002
Education
Auburn University 1999 — 2000
MBA, Finance & Investments
United States Military Academy at West Point 1988 — 1992
Jacobs Technology January 2009 - Present
AIG VALIC January 2005 - October 2007
Putnam Investments October 2002 - May 2004
KPMG Consulting June 2000 - April 2002
Education
Auburn University 1999 — 2000
MBA, Finance & Investments
United States Military Academy at West Point 1988 — 1992
Baker, Henry's Putnam Investments Experience August 1998 - August 2006
Job Business Analyst at Eagle Investment Systems
Industry Investment Management
Experience
Eagle Investment Systems October 2010 - Present
Sunlife Financial July 2009 - October 2010
State Street November 2007 - November 2009
ACI Worldwide August 2006 - November 2007
Putnam Investments August 1998 - August 2006
Skills
Auditing, Investments, Portfolio Management, Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2005
MBA, Finance
Bryant University 1994 — 1998
Bachelors, Accounting
Eagle Investment Systems October 2010 - Present
Sunlife Financial July 2009 - October 2010
State Street November 2007 - November 2009
ACI Worldwide August 2006 - November 2007
Putnam Investments August 1998 - August 2006
Skills
Auditing, Investments, Portfolio Management, Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2005
MBA, Finance
Bryant University 1994 — 1998
Bachelors, Accounting
Kerim Engin Ph.D.'s Putnam Investments Experience March 2001 - July 2008
Job Managing Director at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners March 2010 - October 2013
Guggenheim Partners September 2008 - March 2010
Putnam Investments March 2001 - July 2008
QRM 1996 - 2001
Skills
Fixed Income, Hedge Funds, Equities, Derivatives, Portfolio Management, Asset Management, Valuation, Risk Management, Financial Modeling, Asset Allocation, Quant, Commodity, Investment Strategies, Quantitative Investing, Quantitative Finance, ETFs, Investment Management
Education
The University of Chicago 1990 — 1996
Ph.D., Economics
Bard College
Guggenheim Partners March 2010 - October 2013
Guggenheim Partners September 2008 - March 2010
Putnam Investments March 2001 - July 2008
QRM 1996 - 2001
Skills
Fixed Income, Hedge Funds, Equities, Derivatives, Portfolio Management, Asset Management, Valuation, Risk Management, Financial Modeling, Asset Allocation, Quant, Commodity, Investment Strategies, Quantitative Investing, Quantitative Finance, ETFs, Investment Management
Education
The University of Chicago 1990 — 1996
Ph.D., Economics
Bard College
Vin Fogarty's Putnam Investments Experience December 1991 - October 2009
Job Vice President, Investment Consultant at BNY Mellon
Industry Investment Management
Experience
BNY Mellon Asset Management October 2009 - Present
Putnam Investments December 1991 - October 2009
Skills
Mutual Funds, Series 7, Investment Management, Investments, Asset Allocation, Asset Management, Alternative Investments, Equities, CRM, Series 63, Investment Strategies, Securities, Fixed Income
Education
Babson College
B.S., Marketing
D'Amore-McKim School of Business at Northeastern University
MBA
BNY Mellon Asset Management October 2009 - Present
Putnam Investments December 1991 - October 2009
Skills
Mutual Funds, Series 7, Investment Management, Investments, Asset Allocation, Asset Management, Alternative Investments, Equities, CRM, Series 63, Investment Strategies, Securities, Fixed Income
Education
Babson College
B.S., Marketing
D'Amore-McKim School of Business at Northeastern University
MBA
Ramakrishna Gundraju's Putnam Investments Experience May 2008 - October 2008
Job Sr Java developer at Massachusetts Institute of Technology (MIT)
Industry Information Technology and Services
Experience
MIT August 2012 - Present
Harvard University April 2012 - August 2012
MIT October 2008 - April 2012
Putnam Investments May 2008 - October 2008
24 Hour Fitness January 2008 - May 2008
FedEx July 2007 - January 2008
Satyam April 2006 - June 2007
VisualSoft/MegaSoft December 2003 - April 2006
Skills
Hibernate, Spring, J2EE, Struts, Java, Websphere, Weblogic, JBoss, Web Applications, Web Services, EJB, Servlets, Ant, JDBC, Agile, PL/SQL, XML, JSP, Maven, CVS, AJAX, Tomcat, JUnit, SQL, Databases, Subversion, Eclipse, MySQL, SOA, Application Development, Agile Methodologies, Java Enterprise Edition, JPA, JBoss Application Server, SOAP, JAXB, Spring Framework
Education
Bangalore University 2000 — 2003
Master of Computer Applications (M.C.A.), Computers, Distinction with 77%
Sri Krishnadevaraya University 1997 — 2000
Bachelor of Commerce with Computers, Computers and Commerce, Distinction with 76%
Board of Intermediate Education, AP, India 1994 — 1996
Intermediate, Biology, Physics and Chemistry, First class with 70%
Board of Secondary Education, Andhra Pradesh 1993 — 1994
Secondary School Cerificate, First class with 86%
MIT August 2012 - Present
Harvard University April 2012 - August 2012
MIT October 2008 - April 2012
Putnam Investments May 2008 - October 2008
24 Hour Fitness January 2008 - May 2008
FedEx July 2007 - January 2008
Satyam April 2006 - June 2007
VisualSoft/MegaSoft December 2003 - April 2006
Skills
Hibernate, Spring, J2EE, Struts, Java, Websphere, Weblogic, JBoss, Web Applications, Web Services, EJB, Servlets, Ant, JDBC, Agile, PL/SQL, XML, JSP, Maven, CVS, AJAX, Tomcat, JUnit, SQL, Databases, Subversion, Eclipse, MySQL, SOA, Application Development, Agile Methodologies, Java Enterprise Edition, JPA, JBoss Application Server, SOAP, JAXB, Spring Framework
Education
Bangalore University 2000 — 2003
Master of Computer Applications (M.C.A.), Computers, Distinction with 77%
Sri Krishnadevaraya University 1997 — 2000
Bachelor of Commerce with Computers, Computers and Commerce, Distinction with 76%
Board of Intermediate Education, AP, India 1994 — 1996
Intermediate, Biology, Physics and Chemistry, First class with 70%
Board of Secondary Education, Andhra Pradesh 1993 — 1994
Secondary School Cerificate, First class with 86%
Costas Komodromos's Putnam Investments Experience 1999 - 2007
Job Senior Vice President at Franklin Templeton Group
Industry Investment Management
Experience
Franklin Templeton 2007 - October 2012
Putnam Investments 1999 - 2007
Skills
Alternative Investments, Asset Allocation, Fixed Income, Mutual Funds, Equities, Hedge Funds, Asset Management, Wealth Management, Portfolio Management, Investments, Investment Management, Capital Markets, Series 63, Series 7, Securities
Education
Fordham University 1993 — 1995
MA, Economics
Baruch College, City University of New York (CUNY) 1988 — 1992
BBA
Franklin Templeton 2007 - October 2012
Putnam Investments 1999 - 2007
Skills
Alternative Investments, Asset Allocation, Fixed Income, Mutual Funds, Equities, Hedge Funds, Asset Management, Wealth Management, Portfolio Management, Investments, Investment Management, Capital Markets, Series 63, Series 7, Securities
Education
Fordham University 1993 — 1995
MA, Economics
Baruch College, City University of New York (CUNY) 1988 — 1992
BBA
Michelle Field's Putnam Investments Experience November 2008 - January 2011
Job HR Operations Manager at EMC
Industry Financial Services
Experience
EMC January 2011 - Present
Putnam Investments November 2008 - January 2011
Putnam Investments February 2000 - November 2008
Casual Male Retail Group September 1998 - February 2000
Skills
Financial Services, Human Resources, Leadership, Change Management, Vendor Management, Personnel Management, Business Analysis, Talent Acquisition, Deferred Compensation, PeopleSoft, Mutual Funds, Performance Management, Risk Management, Recruiting, Project Management, Process Improvement, Management, Relationship Management, Employee Benefits, Onboarding
Education
Babson College 1990 — 1994
BS, Marketing
Lincoln Sudbury
EMC January 2011 - Present
Putnam Investments November 2008 - January 2011
Putnam Investments February 2000 - November 2008
Casual Male Retail Group September 1998 - February 2000
Skills
Financial Services, Human Resources, Leadership, Change Management, Vendor Management, Personnel Management, Business Analysis, Talent Acquisition, Deferred Compensation, PeopleSoft, Mutual Funds, Performance Management, Risk Management, Recruiting, Project Management, Process Improvement, Management, Relationship Management, Employee Benefits, Onboarding
Education
Babson College 1990 — 1994
BS, Marketing
Lincoln Sudbury
Ben H. Stairs, CFA's Putnam Investments Experience 2002 - 2004
Job EVP, Divisional Sales Manager at PIMCO
Industry Financial Services
Experience
PIMCO February 2010 - Present
AllianceBernstein January 2009 - February 2010
AllianceBernstein March 2007 - January 2009
AllianceBernstein August 2004 - March 2007
Putnam Investments 2002 - 2004
Nuveen Investments 2000 - 2002
Nuveen Investments 1995 - 2000
Nuveen Investments May 1989 - May 1995
Education
Texas Christian University - M.J. Neeley School of Business 1992 — 1994
MBA, Finance
Baylor University 1985 — 1989
BBA, Economics
PIMCO February 2010 - Present
AllianceBernstein January 2009 - February 2010
AllianceBernstein March 2007 - January 2009
AllianceBernstein August 2004 - March 2007
Putnam Investments 2002 - 2004
Nuveen Investments 2000 - 2002
Nuveen Investments 1995 - 2000
Nuveen Investments May 1989 - May 1995
Education
Texas Christian University - M.J. Neeley School of Business 1992 — 1994
MBA, Finance
Baylor University 1985 — 1989
BBA, Economics
Jason Silva's Putnam Investments Experience November 2005 - June 2007
Job Senior Business Analyst
Industry Computer Software
Experience
RSA The Security Division of EMC 2012 - Present
EMC Backup Recovery Systems January 2011 - July 2012
EMC Backup Recovery Systems January 2010 - January 2011
EMC Backup, Recovery and Archive January 2009 - January 2010
EMC Backup, Recovery and Archive July 2007 - January 2009
Putnam Investments November 2005 - June 2007
Skills
Access, PowerPoint, Excel, Analytical Skills, Financial Modeling, Revenue Forecasting, Sales Commissions, Multi Tasking, Oracle Reports, OBIEE, SAP BI, Salesforce.com, Microsoft Excel, Business Analysis, Process Improvement, SAP, Quota Setting, Customer Service, Data Processing, Organizational Charts, Vizio, Cross Functional Team..., Forecasting, Essbase, Virtualization, SaaS, Professional Services, Enterprise Software, Program Management, Cloud Computing, Financial Analysis, Solution Selling
Education
Bentley University 2009 — 2014
Master of Business Administration (M.B.A.), Finance
Babson College 2008 — 2010
EMC Finance Training Program, Finance
University of Massachusetts Lowell 2003 — 2007
Business, Finance, Economics
RSA The Security Division of EMC 2012 - Present
EMC Backup Recovery Systems January 2011 - July 2012
EMC Backup Recovery Systems January 2010 - January 2011
EMC Backup, Recovery and Archive January 2009 - January 2010
EMC Backup, Recovery and Archive July 2007 - January 2009
Putnam Investments November 2005 - June 2007
Skills
Access, PowerPoint, Excel, Analytical Skills, Financial Modeling, Revenue Forecasting, Sales Commissions, Multi Tasking, Oracle Reports, OBIEE, SAP BI, Salesforce.com, Microsoft Excel, Business Analysis, Process Improvement, SAP, Quota Setting, Customer Service, Data Processing, Organizational Charts, Vizio, Cross Functional Team..., Forecasting, Essbase, Virtualization, SaaS, Professional Services, Enterprise Software, Program Management, Cloud Computing, Financial Analysis, Solution Selling
Education
Bentley University 2009 — 2014
Master of Business Administration (M.B.A.), Finance
Babson College 2008 — 2010
EMC Finance Training Program, Finance
University of Massachusetts Lowell 2003 — 2007
Business, Finance, Economics
Brian Blood's Putnam Investments Experience 1987 - 1992
Job ISO, Director Information Security at WilmerHale
Industry Legal Services
Experience
WilmerHale October 2007 - Present
Hale and Dorr LLP 1998 - 2007
Alpine Computer Systems, Inc. 1992 - 1998
Putnam Investments 1987 - 1992
Union Pacific 1985 - 1987
Skills
CISSP, Risk Management, Technology Integration, Executive Reporting, Business Continuity, Data Privacy, Disaster Response, Application Security, Network Security, Cyber-security, ISO 27000, Servers, Integration, Disaster Recovery, Active Directory, Data Security, Information Technology, Computer Forensics, Privacy Law, Computer Security
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1992
Cornell University 1980 — 1984
B. S., Labor Relations
WilmerHale October 2007 - Present
Hale and Dorr LLP 1998 - 2007
Alpine Computer Systems, Inc. 1992 - 1998
Putnam Investments 1987 - 1992
Union Pacific 1985 - 1987
Skills
CISSP, Risk Management, Technology Integration, Executive Reporting, Business Continuity, Data Privacy, Disaster Response, Application Security, Network Security, Cyber-security, ISO 27000, Servers, Integration, Disaster Recovery, Active Directory, Data Security, Information Technology, Computer Forensics, Privacy Law, Computer Security
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1992
Cornell University 1980 — 1984
B. S., Labor Relations
Beth Wimberly's Putnam Investments Experience 1996 - 1999
Job Grade 5 Math/Science Teacher at Ware Public Schools
Industry Primary/Secondary Education
Experience
Ware Public Schools June 2012 - Present
Seven Hills Charter Public School July 2011 - June 2012
Pakachoag Elementary School September 2009 - May 2011
North Brookfield Elementary School August 2009 - June 2010
Fidelity Investments May 1999 - 2009
Putnam Investments 1996 - 1999
Skills
Classroom Instruction, Curriculum Design, Mathematics, Teaching, Science Education, Classroom Management, Algebra, Elementary Education, Lesson Planning, Curriculum Development, Educational Technology, Classroom, Differentiated..., Mathematics Education, Instructional Technology, Special Education, Tutoring, Smartboard, Education
Education
Lesley University 2013 — 2015
Master’s Degree, M.Ed. Mathematics Education
Becker College 2008 — 2011
Bachelor of Arts, Elementary Education
Worcester Polytechnic Institute 1999 — 2000
Client Server Certificate
Boston University 1987 — 1989
Computer Science
Ware Public Schools June 2012 - Present
Seven Hills Charter Public School July 2011 - June 2012
Pakachoag Elementary School September 2009 - May 2011
North Brookfield Elementary School August 2009 - June 2010
Fidelity Investments May 1999 - 2009
Putnam Investments 1996 - 1999
Skills
Classroom Instruction, Curriculum Design, Mathematics, Teaching, Science Education, Classroom Management, Algebra, Elementary Education, Lesson Planning, Curriculum Development, Educational Technology, Classroom, Differentiated..., Mathematics Education, Instructional Technology, Special Education, Tutoring, Smartboard, Education
Education
Lesley University 2013 — 2015
Master’s Degree, M.Ed. Mathematics Education
Becker College 2008 — 2011
Bachelor of Arts, Elementary Education
Worcester Polytechnic Institute 1999 — 2000
Client Server Certificate
Boston University 1987 — 1989
Computer Science
Ellen Roscoe's Putnam Investments Experience February 1997 - December 1998
Job Clinical Data Curator at Humedica
Industry Information Technology and Services
Experience
Humedica August 2014 - May 2015
Mt. Auburn Cambridge IPA February 2013 - July 2014
David B. Alper, DPM May 2009 - February 2013
Self-Employed November 2005 - January 2009
Askari/State Street/DST International May 2001 - May 2003
Course Technology/Thomson December 1998 - May 2001
Putnam Investments February 1997 - December 1998
Skills
eClinical Works, EHR, EMR, Application Support, Healthcare, Healthcare Information..., PL/SQL, T-SQL, Microsoft SQL Server, SDLC
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1996
Master of Science (MS), Computer Information Systems
Northeastern University 1987 — 1990
Bachelor of Science (BS), Accounting and Business/Management
Clark University Computer Career Institute 1998 — 1998
Certificate, Client/Server Application Development
New England School of Court Reporting 2004 — 2005
Certificate, Legal, Medical, and Conference Reporting
Humedica August 2014 - May 2015
Mt. Auburn Cambridge IPA February 2013 - July 2014
David B. Alper, DPM May 2009 - February 2013
Self-Employed November 2005 - January 2009
Askari/State Street/DST International May 2001 - May 2003
Course Technology/Thomson December 1998 - May 2001
Putnam Investments February 1997 - December 1998
Skills
eClinical Works, EHR, EMR, Application Support, Healthcare, Healthcare Information..., PL/SQL, T-SQL, Microsoft SQL Server, SDLC
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1996
Master of Science (MS), Computer Information Systems
Northeastern University 1987 — 1990
Bachelor of Science (BS), Accounting and Business/Management
Clark University Computer Career Institute 1998 — 1998
Certificate, Client/Server Application Development
New England School of Court Reporting 2004 — 2005
Certificate, Legal, Medical, and Conference Reporting
Bill Fusco's Putnam Investments Experience 2010 - 2011
Job Director of Accountability at PJA Advertising + Marketing
Industry Marketing and Advertising
Experience
PJA Advertising + Marketing February 2012 - Present
Putnam Investments 2010 - 2011
Mullen 2007 - 2010
Brickmill Marketing Services 2004 - 2007
Dickinson Direct 2000 - 2001
Skills
Analytics
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
MBA
PJA Advertising + Marketing February 2012 - Present
Putnam Investments 2010 - 2011
Mullen 2007 - 2010
Brickmill Marketing Services 2004 - 2007
Dickinson Direct 2000 - 2001
Skills
Analytics
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
MBA
Jeff Layn, CIMC, CIMA's Putnam Investments Experience August 2005 - June 2008
Job Director: Senior Investment Specialist At ClearBridge Investments, a Legg Mason Company
Industry Financial Services
Experience
ClearBridge Investments June 2008 - Present
Putnam Investments August 2005 - June 2008
AIM Investments January 2001 - August 2005
Franklin Templeton Investments July 1996 - January 2001
Skills
Series 7, Separately Managed..., Equities, Mutual Funds, Investments, Banking, Series 63, Wealth Management, Asset Allocation, Retirement Planning, Alternative Investments, Securities, Series 65, ETFs, Asset Management, Series 24
Education
Texas Tech University - Rawls College of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
California State University-Long Beach 1991 — 1996
BA, Psychology
Becker College 1988 — 1990
Associate of Arts (AA), Business Administration and Management, General
ClearBridge Investments June 2008 - Present
Putnam Investments August 2005 - June 2008
AIM Investments January 2001 - August 2005
Franklin Templeton Investments July 1996 - January 2001
Skills
Series 7, Separately Managed..., Equities, Mutual Funds, Investments, Banking, Series 63, Wealth Management, Asset Allocation, Retirement Planning, Alternative Investments, Securities, Series 65, ETFs, Asset Management, Series 24
Education
Texas Tech University - Rawls College of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
California State University-Long Beach 1991 — 1996
BA, Psychology
Becker College 1988 — 1990
Associate of Arts (AA), Business Administration and Management, General
Lisa Trubiano, CFA's Putnam Investments Experience April 2001 - July 2004
Job Senior Associate at Champlain Investment Partners, LLC
Industry Investment Management
Experience
Champlain Investment Partners, LLC May 2015 - Present
Cabot Street Consulting, LLC July 2013 - April 2015
Goldman Sachs May 2012 - June 2013
Dwight Asset Management Company July 2006 - April 2012
The Boston Company January 2005 - June 2006
Putnam Investments April 2001 - July 2004
Putnam Investments July 1995 - March 2001
John Hancock Financial Services 1993 - 1995
John Hancock Financial Services 1987 - 1993
John Hancock Financial Services 1985 - 1987
Education
Babson College 1982 — 1984
Master of Business Administration (M.B.A.), Finance and International Business
Boston University 1980 — 1981
MEdM, Educational Media and Technology
Ithaca College 1976 — 1980
Bachelor’s Degree, Broadcasting and Film
Champlain Investment Partners, LLC May 2015 - Present
Cabot Street Consulting, LLC July 2013 - April 2015
Goldman Sachs May 2012 - June 2013
Dwight Asset Management Company July 2006 - April 2012
The Boston Company January 2005 - June 2006
Putnam Investments April 2001 - July 2004
Putnam Investments July 1995 - March 2001
John Hancock Financial Services 1993 - 1995
John Hancock Financial Services 1987 - 1993
John Hancock Financial Services 1985 - 1987
Education
Babson College 1982 — 1984
Master of Business Administration (M.B.A.), Finance and International Business
Boston University 1980 — 1981
MEdM, Educational Media and Technology
Ithaca College 1976 — 1980
Bachelor’s Degree, Broadcasting and Film
JD Ginty's Putnam Investments Experience 2000 - 2001
Job Project Manager at Bose Corporation
Industry Marketing and Advertising
Experience
Bose Corporation April 2012 - Present
Bose Corporation 2007 - 2012
FitSense Technology 2001 - 2005
Putnam Investments 2000 - 2001
Education
Baylor University
BBA, Marketing / Finance
Bose Corporation April 2012 - Present
Bose Corporation 2007 - 2012
FitSense Technology 2001 - 2005
Putnam Investments 2000 - 2001
Education
Baylor University
BBA, Marketing / Finance
Joe Gill's Putnam Investments Experience 1997 - 2000
Job Vice President DCIO at Prudential Securities
Industry Financial Services
Experience
Prudential Investments July 2009 - Present
UBS Wealth Management 2006 - 2009
Merrill Lynch 2000 - 2005
Putnam Investments 1997 - 2000
Fidelity Investments 1993 - 1997
Bank Of New England 1982 - 1993
Skills
Investments, 401k, Management, Retirement, Product Management, Asset Managment, Employee Benefits, Mutual Funds, Series 7, Financial Services, Asset Allocation, Asset Management, Relationship Management, Retirement Planning, Wealth Management, FINRA, Series 63
Education
Babson College 1982 — 1989
MBA, Finance
University of Notre Dame 1978 — 1980
BSBA, Accounting
Xaverian 1972 — 1976
Prudential Investments July 2009 - Present
UBS Wealth Management 2006 - 2009
Merrill Lynch 2000 - 2005
Putnam Investments 1997 - 2000
Fidelity Investments 1993 - 1997
Bank Of New England 1982 - 1993
Skills
Investments, 401k, Management, Retirement, Product Management, Asset Managment, Employee Benefits, Mutual Funds, Series 7, Financial Services, Asset Allocation, Asset Management, Relationship Management, Retirement Planning, Wealth Management, FINRA, Series 63
Education
Babson College 1982 — 1989
MBA, Finance
University of Notre Dame 1978 — 1980
BSBA, Accounting
Xaverian 1972 — 1976
Jeffrey R. Cagnina, CFA's Putnam Investments Experience 2000 - 2001
Job Managing Director at Taiyo Pacific Partners
Industry Investment Management
Experience
Taiyo Pacific Partners October 2012 - Present
Living Water Capital Management January 2008 - September 2012
Hunt Financial Ventures August 2005 - December 2007
Optima Fund Management April 2002 - July 2005
Putnam Investments 2000 - 2001
Independence Investment Associates February 1997 - August 2000
Skills
Hedge Funds, Private Equity, Fund Of Funds, Investment Strategies, Global Macro, Institutional..., New Business Development, Sales Management, Team Leadership, Strategic Planning, Chartered Financial..., Head of Sales and..., Institutional Sales and..., Client Relationship..., Endowments & Foundations, Corporate & Public Plans, Consultant Relations, Team Building, Driven By Results, Strategic Sales Plans, Simplifying the Complex, Problem Solving, Integrity, Work Ethic, Long Only Investments, Long/Short Equity, Merger Arbitrage, Event Driven, Leveraged Loans, Alternative Investments
Education
Babson College
BS, Finance
CFA Institute
Chartered Financial Analyst
Taiyo Pacific Partners October 2012 - Present
Living Water Capital Management January 2008 - September 2012
Hunt Financial Ventures August 2005 - December 2007
Optima Fund Management April 2002 - July 2005
Putnam Investments 2000 - 2001
Independence Investment Associates February 1997 - August 2000
Skills
Hedge Funds, Private Equity, Fund Of Funds, Investment Strategies, Global Macro, Institutional..., New Business Development, Sales Management, Team Leadership, Strategic Planning, Chartered Financial..., Head of Sales and..., Institutional Sales and..., Client Relationship..., Endowments & Foundations, Corporate & Public Plans, Consultant Relations, Team Building, Driven By Results, Strategic Sales Plans, Simplifying the Complex, Problem Solving, Integrity, Work Ethic, Long Only Investments, Long/Short Equity, Merger Arbitrage, Event Driven, Leveraged Loans, Alternative Investments
Education
Babson College
BS, Finance
CFA Institute
Chartered Financial Analyst
Gail Shew's Putnam Investments Experience September 1995 - September 2005
Job Client Service Representative
Industry Education Management
Experience
Fiserv September 2005 - September 2008
Putnam Investments September 1995 - September 2005
Education
Dean College 1998 — 2002
Certificate, Computer Science
Ball State University
M.A., Biology
Bowling Green State University
B.S. in Education, Biology
Fiserv September 2005 - September 2008
Putnam Investments September 1995 - September 2005
Education
Dean College 1998 — 2002
Certificate, Computer Science
Ball State University
M.A., Biology
Bowling Green State University
B.S. in Education, Biology
Michelle Irving's Putnam Investments Experience 2002 - 2004
Job Account Manager at Global Experience Specialists (GES)
Industry Events Services
Experience
Global Experience Specialists (GES) formally known as Exhibitgroup/Giltspur August 2015 - Present
Access TCA November 2014 - July 2015
Access TCA March 2006 - November 2014
Putnam Investments 2002 - 2004
International Power Sources 1992 - 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Budgets, Event Management, Events Coordination, Event Planning, Trade Shows, Integrated Marketing, Marketing Strategy, Advertising, Account Management, Corporate Events, Marketing Communications
Education
Bay Path College 1990 — 1992
Associate's degree, Business
Global Experience Specialists (GES) formally known as Exhibitgroup/Giltspur August 2015 - Present
Access TCA November 2014 - July 2015
Access TCA March 2006 - November 2014
Putnam Investments 2002 - 2004
International Power Sources 1992 - 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Budgets, Event Management, Events Coordination, Event Planning, Trade Shows, Integrated Marketing, Marketing Strategy, Advertising, Account Management, Corporate Events, Marketing Communications
Education
Bay Path College 1990 — 1992
Associate's degree, Business
Janet (Wu) Cook's Putnam Investments Experience 1989 - 1990
Job Global Equity Trader
Industry Investment Management
Experience
Batterymarch Financial Management September 1993 - October 2014
Batterymarch Financial Management January 1990 - September 1993
Putnam Investments 1989 - 1990
United Nations Association of Greater Boston 1988 - 1989
Skills
Trading, Hedge Funds, Alternative Investments, Equity Research, Investment Management, Bloomberg, Investment Strategies, Equity Trading, Trading Systems, Securities, Emerging Markets, ETFs, Capital Markets, Electronic Trading, Buy-side, Financial Services
Education
Babson College 1986 — 1988
Bachelor's Degree, Finance and Quantitative Methods
Wheaton College (MA) 1984 — 1986
Mathematics
Batterymarch Financial Management September 1993 - October 2014
Batterymarch Financial Management January 1990 - September 1993
Putnam Investments 1989 - 1990
United Nations Association of Greater Boston 1988 - 1989
Skills
Trading, Hedge Funds, Alternative Investments, Equity Research, Investment Management, Bloomberg, Investment Strategies, Equity Trading, Trading Systems, Securities, Emerging Markets, ETFs, Capital Markets, Electronic Trading, Buy-side, Financial Services
Education
Babson College 1986 — 1988
Bachelor's Degree, Finance and Quantitative Methods
Wheaton College (MA) 1984 — 1986
Mathematics
Steffen Panzone's Putnam Investments Experience June 2007 - May 2010
Job Vice President at Eastdil Secured
Industry Real Estate
Experience
Eastdil Secured June 2014 - Present
Eastdil Secured September 2011 - June 2014
UC Funds June 2010 - August 2011
Putnam Investments June 2007 - May 2010
Skills
Commercial Real Estate, Financial Analysis, Argus Modeling, Valuation, Real Estate Transactions, Investment Banking, Credit Analysis, High Yield Bonds, Due Diligence, Leadership, Business Development, Real Estate, Real Estate Economics, Private Equity
Education
Babson College 2003 — 2007
Bachelor of Science in B.A., Finance
Mashpee High School 1999 — 2003
Eastdil Secured June 2014 - Present
Eastdil Secured September 2011 - June 2014
UC Funds June 2010 - August 2011
Putnam Investments June 2007 - May 2010
Skills
Commercial Real Estate, Financial Analysis, Argus Modeling, Valuation, Real Estate Transactions, Investment Banking, Credit Analysis, High Yield Bonds, Due Diligence, Leadership, Business Development, Real Estate, Real Estate Economics, Private Equity
Education
Babson College 2003 — 2007
Bachelor of Science in B.A., Finance
Mashpee High School 1999 — 2003
Heather Peck's Putnam Investments Experience 1990 - 1992
Job Independent Management Consulting Professional
Industry
Experience
Grove Street Advisors 2001 - 2003
Bain Capital 2000 - 2001
Investors Bank & Trust 1990 - 2000
Putnam Investments 1990 - 1992
Arthur Andersen 1988 - 1990
Education
Babson College 1986 — 1988
BA, Accounting
Hobart and William Smith Colleges 1983 — 1987
Grove Street Advisors 2001 - 2003
Bain Capital 2000 - 2001
Investors Bank & Trust 1990 - 2000
Putnam Investments 1990 - 1992
Arthur Andersen 1988 - 1990
Education
Babson College 1986 — 1988
BA, Accounting
Hobart and William Smith Colleges 1983 — 1987
Geri Carroll, CFA's Putnam Investments Experience November 2010 - 2012
Job Vice President, Global & EM Equities at AGF Investments
Industry Investment Management
Experience
AGF Investments January 2013 - Present
Putnam Investments November 2010 - 2012
Mercer 2007 - 2010
Prudential Financial January 2005 - October 2006
Fidelity Investments 1997 - 2005
Shawmut/Fleet 1995 - 1997
Baybank 1987 - 1995
Baybank 1987 - 1995
Skills
Investment expertise, Investments, Hedge Funds, Equities, Portfolio Management
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
AGF Investments January 2013 - Present
Putnam Investments November 2010 - 2012
Mercer 2007 - 2010
Prudential Financial January 2005 - October 2006
Fidelity Investments 1997 - 2005
Shawmut/Fleet 1995 - 1997
Baybank 1987 - 1995
Baybank 1987 - 1995
Skills
Investment expertise, Investments, Hedge Funds, Equities, Portfolio Management
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
David Scheetz's Putnam Investments Experience May 2012 - November 2014
Job Regional Sales Director at OneAmerica Financial Partners, Inc.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. January 2015 - Present
Putnam Investments May 2012 - November 2014
BNY Mellon Asset Management June 2011 - May 2012
401(k) Advisors January 2011 - June 2011
Prudential Financial April 2003 - October 2010
Skills
Investments, Retirement, Series 7, Pensions, Mutual Funds, 401k
Education
Bates College 1978 — 1982
BA, Economics and Math
OneAmerica Financial Partners Inc. January 2015 - Present
Putnam Investments May 2012 - November 2014
BNY Mellon Asset Management June 2011 - May 2012
401(k) Advisors January 2011 - June 2011
Prudential Financial April 2003 - October 2010
Skills
Investments, Retirement, Series 7, Pensions, Mutual Funds, 401k
Education
Bates College 1978 — 1982
BA, Economics and Math
Denise Boyer's Putnam Investments Experience September 1997 - April 2004
Job Medical Office/Admissions Coordinator
Industry Health, Wellness and Fitness
Experience
Michael P. Romanowsky Family Practice September 2010 - Present
Whittier Rehabilitation Hospital October 2008 - September 2010
Whittier Rehabilitation Hospital February 2007 - October 2008
Putnam Investments September 1997 - April 2004
Chesterton Company August 1981 - June 1997
Skills
Customer Service, Office Management, Process Improvement, Outlook, Data Entry, Microsoft Excel, Microsoft Office, Administrative..., PowerPoint, Microsoft Word, Process Scheduler, Records Management, HIPAA, Phone Skills, Leadership
Education
Bay State College
Associates, Medical Office Management
Melrose High School
Michael P. Romanowsky Family Practice September 2010 - Present
Whittier Rehabilitation Hospital October 2008 - September 2010
Whittier Rehabilitation Hospital February 2007 - October 2008
Putnam Investments September 1997 - April 2004
Chesterton Company August 1981 - June 1997
Skills
Customer Service, Office Management, Process Improvement, Outlook, Data Entry, Microsoft Excel, Microsoft Office, Administrative..., PowerPoint, Microsoft Word, Process Scheduler, Records Management, HIPAA, Phone Skills, Leadership
Education
Bay State College
Associates, Medical Office Management
Melrose High School
Brian Maietta - Work's Putnam Investments Experience January 1995 - January 2001
Job Contract Management Supervisor at EMC
Industry Information Technology and Services
Experience
EMC July 2006 - Present
Putnam Investments January 1995 - January 2001
Education
Becker College 1989 — 1991
AS, Business Administration
Becker College
EMC July 2006 - Present
Putnam Investments January 1995 - January 2001
Education
Becker College 1989 — 1991
AS, Business Administration
Becker College
Steve Balter, CFA's Putnam Investments Experience March 2000 - December 2004
Job Portfolio Manager at Pyramis Global Advisors
Industry
Experience
Pyramis Global Advisors February 2007 - Present
Pioneer Investments December 2004 - December 2006
Putnam Investments March 2000 - December 2004
Pioneer Investments August 1996 - March 2000
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
Master of Business Administration (MBA)
Wesleyan University 1986 — 1990
Bachelor's degree, Economics
Pyramis Global Advisors February 2007 - Present
Pioneer Investments December 2004 - December 2006
Putnam Investments March 2000 - December 2004
Pioneer Investments August 1996 - March 2000
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
Master of Business Administration (MBA)
Wesleyan University 1986 — 1990
Bachelor's degree, Economics
Skip Short's Putnam Investments Experience June 2001 - Present
Job Director, Trade Oversight Compliance and International Compliance at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2001 - Present
Fidelity Investments 1993 - 2001
Skills
Securities, Fixed Income, Equities, Financial Services, Alternative Investments, Capital Markets, Portfolio Valuation, Investments, Financial Analysis, Legal Compliance, Soft Dollars, Asset Management, Hedge Funds, Process Improvement, Bloomberg, Trade Allocation..., Mutual Funds, Offshore Funds, Code of Ethics, Budgets, Management
Education
Babson College 1979 — 1983
B.S., Accounting
Babson College 1979 — 1983
Bachelor's degree, Accounting
Putnam Investments June 2001 - Present
Fidelity Investments 1993 - 2001
Skills
Securities, Fixed Income, Equities, Financial Services, Alternative Investments, Capital Markets, Portfolio Valuation, Investments, Financial Analysis, Legal Compliance, Soft Dollars, Asset Management, Hedge Funds, Process Improvement, Bloomberg, Trade Allocation..., Mutual Funds, Offshore Funds, Code of Ethics, Budgets, Management
Education
Babson College 1979 — 1983
B.S., Accounting
Babson College 1979 — 1983
Bachelor's degree, Accounting
Jim Polk's Putnam Investments Experience June 1998 - Present
Job Portfolio Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 1998 - Present
MFS Investment Management January 1994 - May 1998
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1991
Master of Business Administration (MBA), Finance and Financial Management Services
Colby College 1981 — 1985
Bachelor of Arts (BA), English Language and Literature, General
Germantown Friends School
Putnam Investments June 1998 - Present
MFS Investment Management January 1994 - May 1998
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1991
Master of Business Administration (MBA), Finance and Financial Management Services
Colby College 1981 — 1985
Bachelor of Arts (BA), English Language and Literature, General
Germantown Friends School
Paul O'Neil's Putnam Investments Experience December 1988 - December 1998
Job Vice President and Chief Compliance Officer at Eaton Vance Management
Industry
Experience
Eaton Vance Management December 1998 - Present
Putnam Investments December 1988 - December 1998
Education
Babson College 1975 — 1979
Master of Business Administration (M.B.A.), Accounting and Finance
Boston College 1973 — 1975
Bachelor’s Degree, Accounting
Massachusetts Bay Community College 1971 — 1973
Associate’s Degree, Accounting
Eaton Vance Management December 1998 - Present
Putnam Investments December 1988 - December 1998
Education
Babson College 1975 — 1979
Master of Business Administration (M.B.A.), Accounting and Finance
Boston College 1973 — 1975
Bachelor’s Degree, Accounting
Massachusetts Bay Community College 1971 — 1973
Associate’s Degree, Accounting
Tom Turpin's Putnam Investments Experience 2000 - 2002
Job Chief Operating Officer at Heitman
Industry Real Estate
Experience
Heitman July 2013 - Present
Old Mutual Asset Management 2008 - 2010
Old Mutual Asset Management 2002 - 2008
Putnam Investments 2000 - 2002
Putnam Investments 1998 - 2000
Putnam Investments 1994 - 1998
Putnam Investments 1993 - 1994
The Boston Company (Boston Safe Deposit & Trust) 1982 - 1993
Skills
Securities, Financial Services, Asset Management, Retail, Management, Investments, Mergers, Finance, Private Equity, Valuation, Financial Analysis, Capital Markets, Hedge Funds, Due Diligence
Education
Assumption College 1978 — 1982
Accounting
Heitman July 2013 - Present
Old Mutual Asset Management 2008 - 2010
Old Mutual Asset Management 2002 - 2008
Putnam Investments 2000 - 2002
Putnam Investments 1998 - 2000
Putnam Investments 1994 - 1998
Putnam Investments 1993 - 1994
The Boston Company (Boston Safe Deposit & Trust) 1982 - 1993
Skills
Securities, Financial Services, Asset Management, Retail, Management, Investments, Mergers, Finance, Private Equity, Valuation, Financial Analysis, Capital Markets, Hedge Funds, Due Diligence
Education
Assumption College 1978 — 1982
Accounting