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
Matthew Bartus Matthew Bartus's Putnam Investments Experience 1993 - 1995
Job Partner at Cooley LLP
Industry Law Practice
Experience
Cooley GO July 2014 - Present
Cooley LLP July 2011 - Present
Dorsey & Whitney LLP February 2009 - July 2011
Gunderson Dettmer 2007 - 2009
Morgan, Lewis & Bockius 2003 - 2007
Brobeck, Phleger & Harrison 2000 - 2003
Sullivan & Cromwell LLP 1997 - 2000
Weil, Gotshal & Manges 1997 - 1997
United States Securities & Exchange Commission 1996 - 1996
Putnam Investments 1993 - 1995
Skills
Early-stage Startups, Corporate Law, Mergers, Acquisitions, Venture Capital, Start-ups, Entrepreneurship, Strategy, Portfolio Management, Corporate Finance, Due Diligence, Strategic Planning, Leadership, Securities, Management, Business Planning, Investments, Cross-border..., Negotiation
Education
New York University School of Law 1995 — 1998
J.D., Law
Syracuse University 1988 — 1992
B.A., English
Cooley GO July 2014 - Present
Cooley LLP July 2011 - Present
Dorsey & Whitney LLP February 2009 - July 2011
Gunderson Dettmer 2007 - 2009
Morgan, Lewis & Bockius 2003 - 2007
Brobeck, Phleger & Harrison 2000 - 2003
Sullivan & Cromwell LLP 1997 - 2000
Weil, Gotshal & Manges 1997 - 1997
United States Securities & Exchange Commission 1996 - 1996
Putnam Investments 1993 - 1995
Skills
Early-stage Startups, Corporate Law, Mergers, Acquisitions, Venture Capital, Start-ups, Entrepreneurship, Strategy, Portfolio Management, Corporate Finance, Due Diligence, Strategic Planning, Leadership, Securities, Management, Business Planning, Investments, Cross-border..., Negotiation
Education
New York University School of Law 1995 — 1998
J.D., Law
Syracuse University 1988 — 1992
B.A., English
Janine Rose Janine Rose's Putnam Investments Experience 1993 - 2003
Job Residential & Commercial Real Estate
Industry Real Estate
Experience
Berkshire Hathaway Home Services 2003 - Present
Putnam Investments 1993 - 2003
Coopers & Lybrand Consulting 1990 - 1993
Skills
Union, Real Estate, Luxury, First Time Home Buyers, Short Sales, Relocation, Investment Properties, Negotiation, Sellers, Selling, Real Estate Transactions, Contract Negotiation, Marketing, Marketing Strategy, Sales, REO, Single Family Homes, Move Up Buyers, Buyer Representation, Commercial Real Estate, e-PRO, Condos, Foreclosures, Home Staging, National Association of..., Real Estate Economics, Referrals, Townhomes, Relocation Buyers, Residential Homes, Seller Representation, Real Estate Development, Property, Buyers, Property Management, Investors, Resellers, Rentals, New Home Sales, Listing Homes, Income Properties, Seniors, Vacation Homes, ABR, First Time Home Sellers, Waterfront, New Homes, Listings, SFR, Leases
Education
Montclair State University 2000 — 2004
BA, Marketing & Management
Montclair State University 1990 — 1994
Bachelor's degree, Business- Marketing & Managemnt
Berkshire Hathaway Home Services 2003 - Present
Putnam Investments 1993 - 2003
Coopers & Lybrand Consulting 1990 - 1993
Skills
Union, Real Estate, Luxury, First Time Home Buyers, Short Sales, Relocation, Investment Properties, Negotiation, Sellers, Selling, Real Estate Transactions, Contract Negotiation, Marketing, Marketing Strategy, Sales, REO, Single Family Homes, Move Up Buyers, Buyer Representation, Commercial Real Estate, e-PRO, Condos, Foreclosures, Home Staging, National Association of..., Real Estate Economics, Referrals, Townhomes, Relocation Buyers, Residential Homes, Seller Representation, Real Estate Development, Property, Buyers, Property Management, Investors, Resellers, Rentals, New Home Sales, Listing Homes, Income Properties, Seniors, Vacation Homes, ABR, First Time Home Sellers, Waterfront, New Homes, Listings, SFR, Leases
Education
Montclair State University 2000 — 2004
BA, Marketing & Management
Montclair State University 1990 — 1994
Bachelor's degree, Business- Marketing & Managemnt
Kevon Stamper Kevon Stamper's Putnam Investments Experience May 2009 - August 2009
Job Sales Clerk at K&G Fashion Superstore
Industry Retail
Experience
K&G Fashion Superstore October 2010 - Present
K.S Photography May 2012 - Present
SharpShooter Imaging December 2013 - September 2015
Corcoran Management Company May 2010 - January 2013
Putnam Investments May 2009 - August 2009
YMCA of Greater Boston May 2008 - August 2008
Olympia Sports November 2006 - April 2008
Skills
Sales, Telephone Skills, Cash Handling Experience, Digital Photography, Maintenance & Repair, Social Media, People Skills, People-oriented, Computer Proficiency, Customer Service, Social Networking, Microsoft Office, Leadership, Communication, suit consulting, Fashion Consulting, Management, Data Entry, Event Management, Research
Education
Bunker Hill Community College 2010 — 2011
Accounting and Business/Management
Nichols College 2008 — 2010
Accounting
K&G Fashion Superstore October 2010 - Present
K.S Photography May 2012 - Present
SharpShooter Imaging December 2013 - September 2015
Corcoran Management Company May 2010 - January 2013
Putnam Investments May 2009 - August 2009
YMCA of Greater Boston May 2008 - August 2008
Olympia Sports November 2006 - April 2008
Skills
Sales, Telephone Skills, Cash Handling Experience, Digital Photography, Maintenance & Repair, Social Media, People Skills, People-oriented, Computer Proficiency, Customer Service, Social Networking, Microsoft Office, Leadership, Communication, suit consulting, Fashion Consulting, Management, Data Entry, Event Management, Research
Education
Bunker Hill Community College 2010 — 2011
Accounting and Business/Management
Nichols College 2008 — 2010
Accounting
Ellen Hoyem Ellen Hoyem's Putnam Investments Experience 1984 - 1986
Job Experienced in Event Coordination, Event Planning and Financial Services
Industry Events Services
Experience
Riggs Bank 1989 - 1993
Fidelity Investments 1986 - 1989
Putnam Investments 1984 - 1986
BankBoston 1983 - 1984
Skills
Event Planning, Event Management, Interior Design, Corporate Events, Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word
Education
Mount Holyoke College
Bachelor's Degree
Riggs Bank 1989 - 1993
Fidelity Investments 1986 - 1989
Putnam Investments 1984 - 1986
BankBoston 1983 - 1984
Skills
Event Planning, Event Management, Interior Design, Corporate Events, Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word
Education
Mount Holyoke College
Bachelor's Degree
Patrick Laffin's Putnam Investments Experience May 2015 - Present
Job Internal Wholesaler at Putnam Investments
Industry Investment Management
Experience
Putnam Investments May 2015 - Present
Putnam Investments January 2015 - May 2015
Swedish Elitserien August 2012 - January 2015
Skills
Marketing, Management, Leadership, Team Leadership, Sales, Microsoft Office, Interpersonal..., Investments, Wealth Management
Education
North Carolina Wesleyan College 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, Summa Cum Laude
Putnam Investments May 2015 - Present
Putnam Investments January 2015 - May 2015
Swedish Elitserien August 2012 - January 2015
Skills
Marketing, Management, Leadership, Team Leadership, Sales, Microsoft Office, Interpersonal..., Investments, Wealth Management
Education
North Carolina Wesleyan College 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, Summa Cum Laude
Vincent Esposito's Putnam Investments Experience November 1991 - June 2002
Job Financial Services Executive
Industry Financial Services
Experience
NPI Capital Limited Partners August 2009 - April 2013
Knott Asset Management August 2009 - April 2013
Aberdeen Asset Management August 2007 - July 2009
Deutsche Asset Management August 2003 - May 2006
Putnam Investments November 1991 - June 2002
Dean Witter May 1983 - November 1991
Skills
Mutual Funds, Fixed Income, Start-ups, Marketing, Asset Managment, Investment Management, Alternative Investments, Mergers, Private Equity, Financial Services, Management, ETFs, Asset Management, Hedge Funds, Asset Allocation, Equities, Investments, Corporate Development, Funding, Investment Strategies, Commodity, Mergers & Acquisitions, Corporate Finance, Investment Advisory, Emerging Markets, Securities, Wealth Management, Series 7, Portfolio Management
Education
New York University
BA, Economics
NPI Capital Limited Partners August 2009 - April 2013
Knott Asset Management August 2009 - April 2013
Aberdeen Asset Management August 2007 - July 2009
Deutsche Asset Management August 2003 - May 2006
Putnam Investments November 1991 - June 2002
Dean Witter May 1983 - November 1991
Skills
Mutual Funds, Fixed Income, Start-ups, Marketing, Asset Managment, Investment Management, Alternative Investments, Mergers, Private Equity, Financial Services, Management, ETFs, Asset Management, Hedge Funds, Asset Allocation, Equities, Investments, Corporate Development, Funding, Investment Strategies, Commodity, Mergers & Acquisitions, Corporate Finance, Investment Advisory, Emerging Markets, Securities, Wealth Management, Series 7, Portfolio Management
Education
New York University
BA, Economics
Andrew Bryant Andrew Bryant's Putnam Investments Experience February 2015 - Present
Job Quantitative Investment Associate at Putnam Investments
Industry
Experience
Putnam Investments February 2015 - Present
Federal Reserve Bank of New York June 2014 - August 2014
Education
New York University 2013 — 2014
Master's Degree, Mathematics in Finance
Penn State University 2009 — 2013
Bachelor of Science (BS), Mathematics and Economics
Putnam Investments February 2015 - Present
Federal Reserve Bank of New York June 2014 - August 2014
Education
New York University 2013 — 2014
Master's Degree, Mathematics in Finance
Penn State University 2009 — 2013
Bachelor of Science (BS), Mathematics and Economics
Tim McInerney, QKA Tim McInerney, QKA's Putnam Investments Experience January 2000 - March 2005
Job Retirement Consultant at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group March 2012 - Present
CUNA Mutual Group September 2011 - February 2012
Affiliated Computer Services March 2005 - May 2009
Putnam Investments January 2000 - March 2005
Education
New England College 1994 — 1999
Bachelors, Business Management
CUNA Mutual Group March 2012 - Present
CUNA Mutual Group September 2011 - February 2012
Affiliated Computer Services March 2005 - May 2009
Putnam Investments January 2000 - March 2005
Education
New England College 1994 — 1999
Bachelors, Business Management
Dave Grundfast's Putnam Investments Experience March 2011 - March 2015
Job CEO and CoFounder at Obelus Media
Industry Marketing and Advertising
Experience
Obelus Media January 2012 - Present
Putnam Investments March 2011 - March 2015
Putnam Investments January 2008 - August 2010
Innovative Edge January 2005 - January 2008
Skills
Series 63, Series 6, Series 7, Mutual Funds, 401k, Separately Managed..., FINRA, Alternative Investments, Retirement, Fixed Annuities, Retirement Planning, Investments, Wealth Management, Financial Services, Securities, Investment Strategies, Salesforce.com, Display Advertising, Affiliate Marketing, Online Media Management, Online Branding, Start-ups, PPC, Lean Startup, Marketing
Education
Mount Ida College 2001 — 2005
communications
El Segundo High School 1998 — 2001
Obelus Media January 2012 - Present
Putnam Investments March 2011 - March 2015
Putnam Investments January 2008 - August 2010
Innovative Edge January 2005 - January 2008
Skills
Series 63, Series 6, Series 7, Mutual Funds, 401k, Separately Managed..., FINRA, Alternative Investments, Retirement, Fixed Annuities, Retirement Planning, Investments, Wealth Management, Financial Services, Securities, Investment Strategies, Salesforce.com, Display Advertising, Affiliate Marketing, Online Media Management, Online Branding, Start-ups, PPC, Lean Startup, Marketing
Education
Mount Ida College 2001 — 2005
communications
El Segundo High School 1998 — 2001
Jenna Sellman, AIF®'s Putnam Investments Experience April 2008 - August 2010
Job Regional Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments October 2012 - Present
Simmons College January 2011 - Present
Pioneer Investments October 2010 - September 2012
ING Investment Management September 2009 - September 2010
Putnam Investments April 2008 - August 2010
Skills
Series 7, Series 63, Series 6, 401k, Portfolio Management, Strategic Financial..., Retirement, Financial Advisory, Securities, Fixed Income, Investment Advisory, Financial Services, Investment Management, Client Services, Investment Strategies, Employee Benefits, Series 65
Education
Western Michigan University - Haworth College of Business 2002 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
NEGOCIA - Centre international de formation à la vente et à la négociation commerciale 2006 — 2006
International Marketing
Pioneer Investments October 2012 - Present
Simmons College January 2011 - Present
Pioneer Investments October 2010 - September 2012
ING Investment Management September 2009 - September 2010
Putnam Investments April 2008 - August 2010
Skills
Series 7, Series 63, Series 6, 401k, Portfolio Management, Strategic Financial..., Retirement, Financial Advisory, Securities, Fixed Income, Investment Advisory, Financial Services, Investment Management, Client Services, Investment Strategies, Employee Benefits, Series 65
Education
Western Michigan University - Haworth College of Business 2002 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
NEGOCIA - Centre international de formation à la vente et à la négociation commerciale 2006 — 2006
International Marketing
Josh Oliver Josh Oliver's Putnam Investments Experience September 2000 - April 2006
Job Team Lead, Intuit QuickBase Onboarding / Musician / Writer
Industry Information Technology and Services
Experience
Intuit September 2014 - Present
Self Employed December 2001 - Present
Intuit March 2014 - August 2014
Intuit March 2013 - February 2014
Activate Networks, Inc. January 2013 - February 2013
National Quality Review 2006 - 2011
Josh Nelson Productions, Inc. 2006 - 2010
Putnam Investments September 2000 - April 2006
Skills
Research, Statistics, Technical Writing, Relationship Management, Data Mining, Investment Compliance, Organizational Behavior, Six Sigma, Lean Management, ASQ Member, Ethical Leadership, Training, Social Media, Data Analysis, Microsoft Excel, Call Centers, Cloud Computing, QuickBase, Business Analysis
Education
University of Southern Maine 1995 — 2000
Bachelor of Arts (B.A.), History
University College Galway
Bachelor of Arts (B.A.), History
Intuit September 2014 - Present
Self Employed December 2001 - Present
Intuit March 2014 - August 2014
Intuit March 2013 - February 2014
Activate Networks, Inc. January 2013 - February 2013
National Quality Review 2006 - 2011
Josh Nelson Productions, Inc. 2006 - 2010
Putnam Investments September 2000 - April 2006
Skills
Research, Statistics, Technical Writing, Relationship Management, Data Mining, Investment Compliance, Organizational Behavior, Six Sigma, Lean Management, ASQ Member, Ethical Leadership, Training, Social Media, Data Analysis, Microsoft Excel, Call Centers, Cloud Computing, QuickBase, Business Analysis
Education
University of Southern Maine 1995 — 2000
Bachelor of Arts (B.A.), History
University College Galway
Bachelor of Arts (B.A.), History
Dominic Forte Dominic Forte's Putnam Investments Experience June 2006 - August 2006
Job Senior Digital Media Planner at Horizon Media
Industry Marketing and Advertising
Experience
Horizon Media December 2014 - Present
Media Storm October 2013 - December 2014
Mullen November 2012 - October 2013
Mullen December 2010 - November 2012
Beantown Poker Tour April 2009 - September 2012
State Street December 2008 - December 2010
State magazine / state.ie June 2008 - August 2008
Lufthansa December 2007 - June 2008
AVFX February 2004 - May 2008
Putnam Investments June 2006 - August 2006
Skills
Digital Media, Online Advertising, Advertising, Marketing, DoubleClick, Media Planning, Digital Marketing, Social Media, Video, CRM, Event Management, Digital Strategy, Social Media Marketing, Web Analytics, SEM, Entertainment, General Awesomeness, Photoshop
Education
Newbury College 2004 — 2008
BS, Business Administration/Marketing
Blackstone Valley Regional Vocational Technical High School 2000 — 2004
Vocational, Electronics Technology
Horizon Media December 2014 - Present
Media Storm October 2013 - December 2014
Mullen November 2012 - October 2013
Mullen December 2010 - November 2012
Beantown Poker Tour April 2009 - September 2012
State Street December 2008 - December 2010
State magazine / state.ie June 2008 - August 2008
Lufthansa December 2007 - June 2008
AVFX February 2004 - May 2008
Putnam Investments June 2006 - August 2006
Skills
Digital Media, Online Advertising, Advertising, Marketing, DoubleClick, Media Planning, Digital Marketing, Social Media, Video, CRM, Event Management, Digital Strategy, Social Media Marketing, Web Analytics, SEM, Entertainment, General Awesomeness, Photoshop
Education
Newbury College 2004 — 2008
BS, Business Administration/Marketing
Blackstone Valley Regional Vocational Technical High School 2000 — 2004
Vocational, Electronics Technology
Samantha Walton's Putnam Investments Experience January 2000 - January 2003
Job Owner/Photographer at Photography by Samantha J Walton
Industry Nonprofit Organization Management
Experience
Photography by Samantha J Walton May 2011 - Present
Look N2 Store LLC August 2003 - Present
Allied Auto Wrecking Inc January 2003 - Present
Weare Area Chamber of Commerce January 2010 - March 2015
Putnam Investments January 2000 - January 2003
Skills
Sales, Small Business, Team Building, Management, Leadership, Fundraising, Training, Program Management, Time Management, Human Resources, Accounting, Public Speaking
Education
The SOPHA (The Studio of Photographic Arts) 2012 — 2013
Photography
NHTI, Concord's Community College 1997 — 1999
Accounting/Computer Sceince
NHTI, Concord's Community College 1997 — 1998
Computer Information Systems& Accounting
Photography by Samantha J Walton May 2011 - Present
Look N2 Store LLC August 2003 - Present
Allied Auto Wrecking Inc January 2003 - Present
Weare Area Chamber of Commerce January 2010 - March 2015
Putnam Investments January 2000 - January 2003
Skills
Sales, Small Business, Team Building, Management, Leadership, Fundraising, Training, Program Management, Time Management, Human Resources, Accounting, Public Speaking
Education
The SOPHA (The Studio of Photographic Arts) 2012 — 2013
Photography
NHTI, Concord's Community College 1997 — 1999
Accounting/Computer Sceince
NHTI, Concord's Community College 1997 — 1998
Computer Information Systems& Accounting
Brent Wesler's Putnam Investments Experience March 1998 - March 1999
Job VP of Business Development Document Management and Professional Services
Industry Computer Software
Experience
Square 9 Softworks March 2010 - Present
Square9 Softworks July 2008 - June 2012
InfiNet Business Systems July 2008 - July 2011
Westbrook Technologies April 2008 - July 2008
Westbrook Technologies May 2005 - April 2008
Westbrook Technologies January 2003 - May 2005
Westbrook Technologies March 2001 - January 2003
RDP Group March 1999 - March 2001
RDP Group March 1999 - March 2001
Putnam Investments March 1998 - March 1999
Skills
CDIA, Comptia iNet+, CIWP (Certified..., A+ Certified, VB.NET, ASP.NET, Professional Services, Business Process..., Document Management, Enterprise Content..., Software Consulting, Windows Server 2008, Remote Deposit Capture, Document Capture, Document Scanning, Windows Server, Scanners, SaaS, Salesforce.com, Solution Selling, Sales Process, Enterprise Software
Education
Northeastern University 1994 — 1998
BSBA, Entrepreneurship, MIS
Square 9 Softworks March 2010 - Present
Square9 Softworks July 2008 - June 2012
InfiNet Business Systems July 2008 - July 2011
Westbrook Technologies April 2008 - July 2008
Westbrook Technologies May 2005 - April 2008
Westbrook Technologies January 2003 - May 2005
Westbrook Technologies March 2001 - January 2003
RDP Group March 1999 - March 2001
RDP Group March 1999 - March 2001
Putnam Investments March 1998 - March 1999
Skills
CDIA, Comptia iNet+, CIWP (Certified..., A+ Certified, VB.NET, ASP.NET, Professional Services, Business Process..., Document Management, Enterprise Content..., Software Consulting, Windows Server 2008, Remote Deposit Capture, Document Capture, Document Scanning, Windows Server, Scanners, SaaS, Salesforce.com, Solution Selling, Sales Process, Enterprise Software
Education
Northeastern University 1994 — 1998
BSBA, Entrepreneurship, MIS
Elizabeth Finnegan Elizabeth Finnegan's Putnam Investments Experience May 1990 - June 1995
Job Elizabeth Finnegan CPA
Industry Accounting
Experience
Elizabeth Finnegan CPA June 1989 - Present
Richardson & Company PC 1996 - 2005
Fleet Financial Group, Inc. 1995 - 1997
Putnam Investments May 1990 - June 1995
Skills
Budgets, Financial Reporting, Accounting, Financial Analysis, Income Tax, Business Strategy, Business Planning, Tax, Financial Accounting, Payroll, Tax Preparation, Revenue Recognition, CPA, Corporate Tax, Small Business, Auditing, Community Service
Education
Nichols College 1985 — 1989
BS Business, Accounting, IS
Elizabeth Finnegan CPA June 1989 - Present
Richardson & Company PC 1996 - 2005
Fleet Financial Group, Inc. 1995 - 1997
Putnam Investments May 1990 - June 1995
Skills
Budgets, Financial Reporting, Accounting, Financial Analysis, Income Tax, Business Strategy, Business Planning, Tax, Financial Accounting, Payroll, Tax Preparation, Revenue Recognition, CPA, Corporate Tax, Small Business, Auditing, Community Service
Education
Nichols College 1985 — 1989
BS Business, Accounting, IS
Amy Malley Amy Malley's Putnam Investments Experience October 2006 - February 2008
Job Client Operations Senior Associate at State Street
Industry Accounting
Experience
State Street January 2014 - Present
State Street Bank June 2012 - January 2014
StateStreet Bank February 2008 - June 2012
Putnam Investments October 2006 - February 2008
Skills
Fund Accounting, Mutual Funds, Bloomberg, Accounting, Trust Funds, Trust Services, Trust Management, Fund Administration, Financial Analysis, NAV, Account Reconciliation, Financial Reporting, Deliverables, Financial Statements, Financial Accounting, Cost Accounting, General Ledger, Internal Audit, GAAP, Income Distribution, Fixed Income, Interest Calculation, Accruals, Amortization, Dividends, Alternative Investments, Securities, Stocks, Equities, Bonds, Foreign Exchange, Forwards, Derivatives, Transfer Agency, Fund Of Funds, Offshore Funds, Hedge Funds, FX Hedging, Institutional Accounts, ERISA, Outlook, Microsoft Excel, Adobe Acrobat, Microsoft Word, Work Independently with..., Creative Problem Solving, Highly detail oriented, Time Management, Managing Deadlines, Planning & Organizing...
Education
University of Massachusetts at Lowell 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
North Shore Community College 1999 — 2001
Associate's degree, Liberal Arts and Sciences/Liberal Studies
State Street January 2014 - Present
State Street Bank June 2012 - January 2014
StateStreet Bank February 2008 - June 2012
Putnam Investments October 2006 - February 2008
Skills
Fund Accounting, Mutual Funds, Bloomberg, Accounting, Trust Funds, Trust Services, Trust Management, Fund Administration, Financial Analysis, NAV, Account Reconciliation, Financial Reporting, Deliverables, Financial Statements, Financial Accounting, Cost Accounting, General Ledger, Internal Audit, GAAP, Income Distribution, Fixed Income, Interest Calculation, Accruals, Amortization, Dividends, Alternative Investments, Securities, Stocks, Equities, Bonds, Foreign Exchange, Forwards, Derivatives, Transfer Agency, Fund Of Funds, Offshore Funds, Hedge Funds, FX Hedging, Institutional Accounts, ERISA, Outlook, Microsoft Excel, Adobe Acrobat, Microsoft Word, Work Independently with..., Creative Problem Solving, Highly detail oriented, Time Management, Managing Deadlines, Planning & Organizing...
Education
University of Massachusetts at Lowell 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
North Shore Community College 1999 — 2001
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Jay Cirame Jay Cirame's Putnam Investments Experience July 2011 - Present
Job Regulatory Services Consultant, Defined Contributions Compliance at Putnam Investments
Industry Legal Services
Experience
Putnam Investments July 2011 - Present
Fidelity Investments February 2008 - July 2011
Medford Field of Dreams 2008 - 2011
Law Office of John D. Cirame May 2003 - December 2007
Wayne J. Griffin Electric, Inc. September 2000 - May 2003
Commonwealth of Massachusetts, Executive Office of Transportation and Construction September 1993 - September 2000
Skills
Real Estate Transactions, Construction Law, Construction Documents, Employment Law, Labor Relations, Employment..., Contract Negotiation, Contract Management, Contract Negotiations, Government Contracting, Contract Disputes, Contract Writing, ERISA, Compliance, Risk Mitigation, Professional Indemnity, Zoning, Public Sector, Public Administration, Government Relations, Legislative Relations, Government Affairs, Legislative Analysis, Legislative Advocacy, mutual fund accounting, Corporate Trust, Budget Oversight, Retirement Plans, Retirement Plan..., Dispute Resolution, Arbitration, Civil Litigation, Employment Litigation, Risk Management, Real Estate, Strategic Vision, Business Analysis, Business Strategy, Mutual Funds, Team Leadership, Budgets, Big-picture Thinking, Team Building, Project Management, Mergers & Acquisitions, Mediation, Policy, Litigation, Licensing, Retirement Planning
Education
Matignon High School
New England School of Law
Juris Doctor, Law
University of Massachusetts at Lowell
Bachelor of Business Administration (BBA), Accounting
Putnam Investments July 2011 - Present
Fidelity Investments February 2008 - July 2011
Medford Field of Dreams 2008 - 2011
Law Office of John D. Cirame May 2003 - December 2007
Wayne J. Griffin Electric, Inc. September 2000 - May 2003
Commonwealth of Massachusetts, Executive Office of Transportation and Construction September 1993 - September 2000
Skills
Real Estate Transactions, Construction Law, Construction Documents, Employment Law, Labor Relations, Employment..., Contract Negotiation, Contract Management, Contract Negotiations, Government Contracting, Contract Disputes, Contract Writing, ERISA, Compliance, Risk Mitigation, Professional Indemnity, Zoning, Public Sector, Public Administration, Government Relations, Legislative Relations, Government Affairs, Legislative Analysis, Legislative Advocacy, mutual fund accounting, Corporate Trust, Budget Oversight, Retirement Plans, Retirement Plan..., Dispute Resolution, Arbitration, Civil Litigation, Employment Litigation, Risk Management, Real Estate, Strategic Vision, Business Analysis, Business Strategy, Mutual Funds, Team Leadership, Budgets, Big-picture Thinking, Team Building, Project Management, Mergers & Acquisitions, Mediation, Policy, Litigation, Licensing, Retirement Planning
Education
Matignon High School
New England School of Law
Juris Doctor, Law
University of Massachusetts at Lowell
Bachelor of Business Administration (BBA), Accounting
Andrew McCloy Andrew McCloy's Putnam Investments Experience January 2008 - Present
Job Communications and media professional — Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2008 - Present
Fidelity Investments 2000 - 2008
Boston Herald 1999 - 2000
Boston Business Journal 1995 - 1999
The Eagle-Tribune 1989 - 1995
Skills
Press Releases, Editing, Editorial, Leadership, Marketing, Newsletters, Strategic Communications, Blogging, Management, Marketing Communications, Web Content, Journalism, Social Media Marketing, Creative Writing, Essays
Education
Northeastern University
Bachelor of Science (BS), Journalism
Putnam Investments January 2008 - Present
Fidelity Investments 2000 - 2008
Boston Herald 1999 - 2000
Boston Business Journal 1995 - 1999
The Eagle-Tribune 1989 - 1995
Skills
Press Releases, Editing, Editorial, Leadership, Marketing, Newsletters, Strategic Communications, Blogging, Management, Marketing Communications, Web Content, Journalism, Social Media Marketing, Creative Writing, Essays
Education
Northeastern University
Bachelor of Science (BS), Journalism
Charles O'Neill Charles O'Neill's Putnam Investments Experience January 1981 - February 1991
Job Real Estate Expert, Entrepreneur and Financial Marketing Professional
Industry Real Estate
Experience
Watch City Real Estate, LLC January 2011 - Present
Alpha Segment January 2011 - Present
Diversified Management Resources, Inc. 1998 - January 2012
Colonial Mutual Funds February 1991 - October 1998
Putnam Investments January 1981 - February 1991
Skills
Real Estate, Solving marketing..., Writing, Investment Marketing, Mutual Funds, Recruitment/Retention, Marketing Strategy, Marketing Communications, Entrepreneurial..., Business Development, Investments, Marketing, Corporate Communications, Management, Public Relations, Start-ups, B2B, Recruiting, Entrepreneurship, Product Management, Strategy, Asset Management, Leadership, New Business Development, Strategic Planning, Selling, Creative Direction, Alternative Investments, Portfolio Management, Product Marketing, Financial Services, Sales, Market Research, Team Leadership, Small Business, Product Development, Market Planning, Lead Generation, Consulting, Negotiation, Investment Properties, Business Strategy, Contract Negotiation
Education
Northeastern University
Bachelor’s Degree
Watch City Real Estate, LLC January 2011 - Present
Alpha Segment January 2011 - Present
Diversified Management Resources, Inc. 1998 - January 2012
Colonial Mutual Funds February 1991 - October 1998
Putnam Investments January 1981 - February 1991
Skills
Real Estate, Solving marketing..., Writing, Investment Marketing, Mutual Funds, Recruitment/Retention, Marketing Strategy, Marketing Communications, Entrepreneurial..., Business Development, Investments, Marketing, Corporate Communications, Management, Public Relations, Start-ups, B2B, Recruiting, Entrepreneurship, Product Management, Strategy, Asset Management, Leadership, New Business Development, Strategic Planning, Selling, Creative Direction, Alternative Investments, Portfolio Management, Product Marketing, Financial Services, Sales, Market Research, Team Leadership, Small Business, Product Development, Market Planning, Lead Generation, Consulting, Negotiation, Investment Properties, Business Strategy, Contract Negotiation
Education
Northeastern University
Bachelor’s Degree
Nicole Cossette Nicole Cossette's Putnam Investments Experience March 2014 - Present
Job Client Relations Associate at Putnam Investments
Industry Financial Services
Experience
Putnam Investments March 2014 - Present
CROSSMARK May 2013 - March 2014
LifeFirst Financial October 2012 - May 2013
Putnam Investments January 2004 - January 2012
Putnam Investments December 2002 - January 2004
Putnam Investments October 2001 - November 2002
Covidien (formerly Tyco Healthcare) March 1998 - October 2001
Covidien (formerly Tyco Healthcare) February 1997 - March 1998
Skills
Training, Series 7, Equities, Process Improvement, Finance, Human Resources, Management, Marketing, Asset Management, Auditing, Sales, Process Scheduler, Policy
Education
Newbury College 1995 — 1998
Business Management/Marketing
Putnam Investments March 2014 - Present
CROSSMARK May 2013 - March 2014
LifeFirst Financial October 2012 - May 2013
Putnam Investments January 2004 - January 2012
Putnam Investments December 2002 - January 2004
Putnam Investments October 2001 - November 2002
Covidien (formerly Tyco Healthcare) March 1998 - October 2001
Covidien (formerly Tyco Healthcare) February 1997 - March 1998
Skills
Training, Series 7, Equities, Process Improvement, Finance, Human Resources, Management, Marketing, Asset Management, Auditing, Sales, Process Scheduler, Policy
Education
Newbury College 1995 — 1998
Business Management/Marketing
Algis Vargas Algis Vargas's Putnam Investments Experience May 2014 - Present
Job Retirement Representative at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial March 2015 - Present
Putnam Investments May 2014 - Present
Salem State University October 2013 - May 2014
LSG Sky Chefs March 2008 - February 2011
Skills
fluent in French, fluent in Portuguese, fluent in Spanish, Microsoft Office, Data Analysis, Negotiation, Analysis, Corporate Finance, Economics, Microsoft Excel, Teamwork, Financial Analysis, Spanish, Access, Finance, PowerPoint, Accounting, Microsoft Word, Customer Service
Education
Salem State University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
North Shore Community College 2008 — 2012
Liberal Arts, International Business
Great-West Financial March 2015 - Present
Putnam Investments May 2014 - Present
Salem State University October 2013 - May 2014
LSG Sky Chefs March 2008 - February 2011
Skills
fluent in French, fluent in Portuguese, fluent in Spanish, Microsoft Office, Data Analysis, Negotiation, Analysis, Corporate Finance, Economics, Microsoft Excel, Teamwork, Financial Analysis, Spanish, Access, Finance, PowerPoint, Accounting, Microsoft Word, Customer Service
Education
Salem State University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
North Shore Community College 2008 — 2012
Liberal Arts, International Business
Jeanny Truong Jeanny Truong's Putnam Investments Experience January 2003 - January 2005
Job Retirement Services Plan Consultant at ING
Industry Banking
Experience
ING Nederland January 2005 - Present
ING Nederland January 2005 - Present
Putnam Investments January 2003 - January 2005
Bank of America January 2002 - January 2003
VODAFONE PTY LTD January 1999 - January 2002
Skills
Sunguard Omni Plus, Sunguard Omni Plan, 401K Plan Administration, Branch Management..., Policy & Procedures, Microsoft Office, Sales Management, Customer Service, Microsoft Excel, An experienced Mentor..., Strong organization..., Microsoft Word, Staff Training &..., Team Leadership, Human Resources, 401k, Leadership, Banking, Access, Retail Banking, Internal Audit, Sales, Credit, Finance, Loans, Payroll, Relationship Management, Management
Education
Monash University 1992 — 1996
Bachelor of Arts; Bachelor of Business, Business Administration and Management, General
ING Nederland January 2005 - Present
ING Nederland January 2005 - Present
Putnam Investments January 2003 - January 2005
Bank of America January 2002 - January 2003
VODAFONE PTY LTD January 1999 - January 2002
Skills
Sunguard Omni Plus, Sunguard Omni Plan, 401K Plan Administration, Branch Management..., Policy & Procedures, Microsoft Office, Sales Management, Customer Service, Microsoft Excel, An experienced Mentor..., Strong organization..., Microsoft Word, Staff Training &..., Team Leadership, Human Resources, 401k, Leadership, Banking, Access, Retail Banking, Internal Audit, Sales, Credit, Finance, Loans, Payroll, Relationship Management, Management
Education
Monash University 1992 — 1996
Bachelor of Arts; Bachelor of Business, Business Administration and Management, General
Michelle Parra-Guedez Michelle Parra-Guedez's Putnam Investments Experience July 2011 - May 2012
Job Associate at Sperry Capital Inc.
Industry Financial Services
Experience
Sperry Capital Inc. October 2014 - Present
Northeastern University September 2009 - August 2014
Merrill Lynch January 2014 - June 2014
BNP Paribas Securities Services January 2013 - July 2013
Putnam Investments July 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Project Management, Market Analysis, Market Research, Analysis
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (BBA), International Business
Reims Management School 2012 — 2013
International Business/Trade/Commerce
Sperry Capital Inc. October 2014 - Present
Northeastern University September 2009 - August 2014
Merrill Lynch January 2014 - June 2014
BNP Paribas Securities Services January 2013 - July 2013
Putnam Investments July 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Project Management, Market Analysis, Market Research, Analysis
Education
Northeastern University 2009 — 2014
Bachelor of Business Administration (BBA), International Business
Reims Management School 2012 — 2013
International Business/Trade/Commerce
Shannon Massey's Putnam Investments Experience September 2001 - September 2005
Job Western DivisionSales Desk Manager at State Street
Industry Financial Services
Experience
State Street February 2014 - Present
Natixis Global Asset Management July 2011 - August 2012
Natixis May 2010 - July 2011
Mercer March 2009 - May 2010
AllianceBernstein Investments October 2007 - October 2008
AllianceBernstein Investments January 2006 - October 2007
Putnam Investments September 2001 - September 2005
Putnam Investments June 1999 - September 2001
Putnam Investments December 1994 - June 1999
Skills
Selling Skills, IRAs, Series 7, Series 63, Mutual Funds, Series 6, Asset Allocation, 401k, Investments, Alternative Investments, Asset Managment, Wealth Management, Retirement, ETFs, Securities, Portfolio Management, Asset Management, Investment Management, Investment Advisory, Financial Services, Capital Markets, Management, Investment Strategies, Fixed Income, FINRA
Education
Mount Saint Mary College
BA, Psychology
State Street February 2014 - Present
Natixis Global Asset Management July 2011 - August 2012
Natixis May 2010 - July 2011
Mercer March 2009 - May 2010
AllianceBernstein Investments October 2007 - October 2008
AllianceBernstein Investments January 2006 - October 2007
Putnam Investments September 2001 - September 2005
Putnam Investments June 1999 - September 2001
Putnam Investments December 1994 - June 1999
Skills
Selling Skills, IRAs, Series 7, Series 63, Mutual Funds, Series 6, Asset Allocation, 401k, Investments, Alternative Investments, Asset Managment, Wealth Management, Retirement, ETFs, Securities, Portfolio Management, Asset Management, Investment Management, Investment Advisory, Financial Services, Capital Markets, Management, Investment Strategies, Fixed Income, FINRA
Education
Mount Saint Mary College
BA, Psychology
Jeffrey Randell Jeffrey Randell's Putnam Investments Experience November 2005 - October 2006
Job Senior IT Business Analyst at The Hartford
Industry Financial Services
Experience
The Hartford January 2015 - Present
State Street September 2014 - December 2014
Liberty Mutual Insurance September 2013 - September 2014
John Hancock Financial Services January 2013 - September 2013
Fidelity Investments June 2012 - December 2012
MDT Advisers A Federated Advisory Company August 2011 - June 2012
State Street Bank & Trust Corporation March 2008 - August 2011
DST Systems, Incorporated October 2006 - March 2008
Putnam Investments November 2005 - October 2006
Skills
Equities, Investments, Mutual Funds, Bloomberg, Fixed Income, Business Analysis, Analysis, Finance, Portfolio Management, Process Improvement, Business Process..., Requirements Gathering, Financial Services, Management, Business Requirements
Education
North Shore Community College
The Hartford January 2015 - Present
State Street September 2014 - December 2014
Liberty Mutual Insurance September 2013 - September 2014
John Hancock Financial Services January 2013 - September 2013
Fidelity Investments June 2012 - December 2012
MDT Advisers A Federated Advisory Company August 2011 - June 2012
State Street Bank & Trust Corporation March 2008 - August 2011
DST Systems, Incorporated October 2006 - March 2008
Putnam Investments November 2005 - October 2006
Skills
Equities, Investments, Mutual Funds, Bloomberg, Fixed Income, Business Analysis, Analysis, Finance, Portfolio Management, Process Improvement, Business Process..., Requirements Gathering, Financial Services, Management, Business Requirements
Education
North Shore Community College
Conor McCarthy, CFA Conor McCarthy, CFA's Putnam Investments Experience March 2003 - October 2004
Job Director of Client Investment Solutions, Wellington Management
Industry Investment Management
Experience
Wellington Management August 2010 - Present
Wellington Management November 2007 - August 2010
Wellington Management October 2004 - December 2007
Putnam Investments March 2003 - October 2004
Russell Investments February 1994 - March 2003
Skills
Business Management, Business Strategy, Team Leadership, Global Business..., Investment Consulting, Investment Manager..., Asset Allocation, Alternative Investments, Japanese fluency, Beekeeper extraordinaire, Investment Management, Investment Advisory..., Management, Equities, Investments, Valuation, Investment Banking, Portfolio Management, Business Development, Investment Strategies, Asset Management, Financial Services, Emerging Markets, Hedge Funds
Education
University of Maryland College Park 1985 — 1988
B.A., Economics and Japanese
南山大学 1984 — 1985
Nanzan University, Economics, Japanese Studies
Wellington Management August 2010 - Present
Wellington Management November 2007 - August 2010
Wellington Management October 2004 - December 2007
Putnam Investments March 2003 - October 2004
Russell Investments February 1994 - March 2003
Skills
Business Management, Business Strategy, Team Leadership, Global Business..., Investment Consulting, Investment Manager..., Asset Allocation, Alternative Investments, Japanese fluency, Beekeeper extraordinaire, Investment Management, Investment Advisory..., Management, Equities, Investments, Valuation, Investment Banking, Portfolio Management, Business Development, Investment Strategies, Asset Management, Financial Services, Emerging Markets, Hedge Funds
Education
University of Maryland College Park 1985 — 1988
B.A., Economics and Japanese
南山大学 1984 — 1985
Nanzan University, Economics, Japanese Studies
Daniel Caple Daniel Caple's Putnam Investments Experience October 2005 - November 2009
Job Managing Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group November 2009 - Present
Putnam Investments October 2005 - November 2009
Putnam Investments 1991 - 2007
Skills
401k, Series 7, Series 63, Mutual Funds, Retirement, Defined Benefit, Series 6, Pensions, Retirement Plan..., Securities, Series 65, Wealth Management, Alternative Investments, FINRA
Education
Northeastern University 1988 — 1993
MassMutual Financial Group November 2009 - Present
Putnam Investments October 2005 - November 2009
Putnam Investments 1991 - 2007
Skills
401k, Series 7, Series 63, Mutual Funds, Retirement, Defined Benefit, Series 6, Pensions, Retirement Plan..., Securities, Series 65, Wealth Management, Alternative Investments, FINRA
Education
Northeastern University 1988 — 1993
Tracy Jean-Chronberg Tracy Jean-Chronberg's Putnam Investments Experience 1990 - 1992
Job Marketing Director at Diamond Energy Acquisition Group
Industry Wholesale
Experience
Diamond Energy Acquisition Group 2011 - Present
WUL 2005 - Present
Spire January 1999 - July 2005
Design Plus 1992 - 1995
Putnam Investments 1990 - 1992
Skills
Marketing, Direct Marketing, Marketing Strategy, Marketing Communications, Management
Education
Mississippi State University
BA, Marketing Communications Design
Diamond Energy Acquisition Group 2011 - Present
WUL 2005 - Present
Spire January 1999 - July 2005
Design Plus 1992 - 1995
Putnam Investments 1990 - 1992
Skills
Marketing, Direct Marketing, Marketing Strategy, Marketing Communications, Management
Education
Mississippi State University
BA, Marketing Communications Design
David Turchetta David Turchetta's Putnam Investments Experience 1990 - 1994
Job owner at Turchetta & Associates
Industry Law Practice
Experience
Turchetta & Assoc October 2010 - Present
Grenham & Turchetta, LLC August 1998 - January 2011
West Bar Review 2005 - 2007
SMH, Inc 1994 - 1996
putnam investments 1990 - 1994
Skills
Real Estate, Wills, Trusts, Estate Planning, Sellers, Loans, Corporate Law, Property Law, Real Estate Transactions, Legal Assistance, Residential Homes, Property, Buyer Representation, Real Property, Personal Injury
Education
New England Law Boston 1990 — 1994
JD, Law
Providence College 1986 — 1990
BA, History
Turchetta & Assoc October 2010 - Present
Grenham & Turchetta, LLC August 1998 - January 2011
West Bar Review 2005 - 2007
SMH, Inc 1994 - 1996
putnam investments 1990 - 1994
Skills
Real Estate, Wills, Trusts, Estate Planning, Sellers, Loans, Corporate Law, Property Law, Real Estate Transactions, Legal Assistance, Residential Homes, Property, Buyer Representation, Real Property, Personal Injury
Education
New England Law Boston 1990 — 1994
JD, Law
Providence College 1986 — 1990
BA, History
David Junkins David Junkins's Putnam Investments Experience February 2006 - December 2010
Job Sr. Manager Technology Portfolio Management Team at Staples
Industry Information Technology and Services
Experience
Staples January 2015 - Present
CVS Caremark Corporation May 2014 - January 2015
Wayfair October 2013 - May 2014
Wayfair May 2012 - November 2013
Wayfair January 2011 - May 2012
Putnam Investments February 2006 - December 2010
Putnam Investments September 2005 - February 2006
Putnam Investments June 2003 - September 2005
Putnam Investments November 2001 - June 2003
Skills
Workforce Planning, Call Center, Workforce Management, Process Improvement, Operations Management, Financial Services, Performance Management, Microsoft Excel, Customer Service, Access, Vendor Management, Forecasting, Lotus Notes, Outlook, Microsoft Office, Customer Satisfaction, Business Analysis, Project Management, Analysis, Account Management, Data Analysis, Call Centers, Analytics, Management, Team Leadership, Customer Experience, CRM, Leadership, Training
Education
Newbury College
Staples January 2015 - Present
CVS Caremark Corporation May 2014 - January 2015
Wayfair October 2013 - May 2014
Wayfair May 2012 - November 2013
Wayfair January 2011 - May 2012
Putnam Investments February 2006 - December 2010
Putnam Investments September 2005 - February 2006
Putnam Investments June 2003 - September 2005
Putnam Investments November 2001 - June 2003
Skills
Workforce Planning, Call Center, Workforce Management, Process Improvement, Operations Management, Financial Services, Performance Management, Microsoft Excel, Customer Service, Access, Vendor Management, Forecasting, Lotus Notes, Outlook, Microsoft Office, Customer Satisfaction, Business Analysis, Project Management, Analysis, Account Management, Data Analysis, Call Centers, Analytics, Management, Team Leadership, Customer Experience, CRM, Leadership, Training
Education
Newbury College
Corrado Addonisio, CAIA Corrado Addonisio, CAIA's Putnam Investments Experience 2007 - 2009
Job Sr. Relationship Manager at Columbia Threadneedle Investments
Industry Financial Services
Experience
Mount Ida College February 2010 - Present
Columbia Threadneedle Investments March 2011 - Present
Putnam Investments 2007 - 2009
Putnam Investments 2005 - 2007
Putnam Investments 2002 - 2005
Putnam Investments 2000 - 2002
Putnam Investments 1999 - 2000
Putnam Investments 1998 - 1999
Putnam Investments 1996 - 1998
Skills
Series 7, Negotiation, Team Management, Policy, Cross Selling, Customer Retention, Foreign Languages, Asset Managment, Series 63, Series 3, FINRA, Asset Management, Fixed Income, Financial Analysis, Financial Services, Leadership, CRM, Management, Relationship Management, Training, Team Leadership, Sales
Education
Mount Ida College
BSBA
UMass Boston
Master of Business Administration (MBA)
Mount Ida College February 2010 - Present
Columbia Threadneedle Investments March 2011 - Present
Putnam Investments 2007 - 2009
Putnam Investments 2005 - 2007
Putnam Investments 2002 - 2005
Putnam Investments 2000 - 2002
Putnam Investments 1999 - 2000
Putnam Investments 1998 - 1999
Putnam Investments 1996 - 1998
Skills
Series 7, Negotiation, Team Management, Policy, Cross Selling, Customer Retention, Foreign Languages, Asset Managment, Series 63, Series 3, FINRA, Asset Management, Fixed Income, Financial Analysis, Financial Services, Leadership, CRM, Management, Relationship Management, Training, Team Leadership, Sales
Education
Mount Ida College
BSBA
UMass Boston
Master of Business Administration (MBA)
Courtney Brown Courtney Brown's Putnam Investments Experience 1998 - 2000
Job Vice President Global Compensation at EMC
Industry Information Technology and Services
Experience
EMC July 2015 - Present
EMC June 2007 - Present
Liberty Mutual April 2005 - June 2007
Staples 2000 - 2005
Putnam Investments 1998 - 2000
Skills
Executive Pay, Deferred Compensation, Employee Benefits
Education
Northeastern University 1989 — 1993
EMC July 2015 - Present
EMC June 2007 - Present
Liberty Mutual April 2005 - June 2007
Staples 2000 - 2005
Putnam Investments 1998 - 2000
Skills
Executive Pay, Deferred Compensation, Employee Benefits
Education
Northeastern University 1989 — 1993
Gregory Mellor Gregory Mellor's Putnam Investments Experience 1997 - 2004
Job Personal Lines Underwriter II/ Agent at FM Global
Industry Insurance
Experience
FM Global August 2013 - Present
Commerce Insurance/ MAPFRE January 2010 - August 2013
Commerce Insurance August 2008 - January 2010
Commerce Insurance May 2004 - August 2008
Putnam Investments 1997 - 2004
Skills
Property & Casualty..., Employee Training, Job Coaching, Personal Lines Auto, Personal Lines Property, Umbrella Insurance, Customer Service..., Customer Service..., Microsoft Office, Outlook, Underwriting, Financial Analysis, Analysis, Commercial Lines, Budgets, Quality Assurance, Commercial Insurance, Risk Management, Inland Marine, General Insurance, Liability, Legal Liability, 401k, Homeowners, Human Resources, Insurance, Process Improvement, Claim
Education
Rhode Island College 1991 — 1995
Bachelor of Arts (B.A.), Psychology, Human Resources, Criminal Justice
North Smithfield High School 1988 — 1991
College Prep
Nichols College
Master of Business Administration (M.B.A.), International Business Operations
FM Global August 2013 - Present
Commerce Insurance/ MAPFRE January 2010 - August 2013
Commerce Insurance August 2008 - January 2010
Commerce Insurance May 2004 - August 2008
Putnam Investments 1997 - 2004
Skills
Property & Casualty..., Employee Training, Job Coaching, Personal Lines Auto, Personal Lines Property, Umbrella Insurance, Customer Service..., Customer Service..., Microsoft Office, Outlook, Underwriting, Financial Analysis, Analysis, Commercial Lines, Budgets, Quality Assurance, Commercial Insurance, Risk Management, Inland Marine, General Insurance, Liability, Legal Liability, 401k, Homeowners, Human Resources, Insurance, Process Improvement, Claim
Education
Rhode Island College 1991 — 1995
Bachelor of Arts (B.A.), Psychology, Human Resources, Criminal Justice
North Smithfield High School 1988 — 1991
College Prep
Nichols College
Master of Business Administration (M.B.A.), International Business Operations
Harry Shallman Harry Shallman's Putnam Investments Experience October 2010 - December 2010
Job Salesforce Administrator at Rocket Software
Industry Information Technology and Services
Experience
Rocket Software October 2014 - January 2015
City Year August 2014 - September 2014
PTC September 2013 - May 2014
Black Iron Group May 2013 - September 2013
Oxford Immunotec October 2012 - February 2013
Capital Link August 2012 - October 2012
Insulet Corporation May 2011 - April 2012
FleetMatics February 2011 - May 2011
Putnam Investments October 2010 - December 2010
roundCorner Inc. (for eagle-i consortium – Harvard Medical School) June 2010 - July 2010
Skills
Salesforce.com..., Salesforce.com System..., Salesforce Training, Apex Data Loader, Technical Documentation, Help Desk Support, Salesforce.com, CRM, SFDC, Customer Service, Siebel, Requirements Analysis, Business Process, Sales Operations, Business Analysis
Education
New College of Florida 1967 — 1970
Rocket Software October 2014 - January 2015
City Year August 2014 - September 2014
PTC September 2013 - May 2014
Black Iron Group May 2013 - September 2013
Oxford Immunotec October 2012 - February 2013
Capital Link August 2012 - October 2012
Insulet Corporation May 2011 - April 2012
FleetMatics February 2011 - May 2011
Putnam Investments October 2010 - December 2010
roundCorner Inc. (for eagle-i consortium – Harvard Medical School) June 2010 - July 2010
Skills
Salesforce.com..., Salesforce.com System..., Salesforce Training, Apex Data Loader, Technical Documentation, Help Desk Support, Salesforce.com, CRM, SFDC, Customer Service, Siebel, Requirements Analysis, Business Process, Sales Operations, Business Analysis
Education
New College of Florida 1967 — 1970
Kevin Cassata's Putnam Investments Experience June 2010 - December 2010
Job Investment Management Consultant at FactSet
Industry Financial Services
Experience
FactSet February 2014 - Present
State Street June 2013 - January 2014
GMO June 2012 - January 2013
John Hancock Asset Management July 2011 - January 2012
Putnam Investments June 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Research, Public Speaking, Photoshop, Access, Morningstar Direct, FactSet, Bloomberg, Data Analysis, Financial Reporting, Performance Attribution, Asset Allocation, Finance, Analysis, Articulate Communicator
Education
Northeastern University 2008 — 2013
Bachelor of Science, Finance & Insurance and Entrepreneurship
FactSet February 2014 - Present
State Street June 2013 - January 2014
GMO June 2012 - January 2013
John Hancock Asset Management July 2011 - January 2012
Putnam Investments June 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Research, Public Speaking, Photoshop, Access, Morningstar Direct, FactSet, Bloomberg, Data Analysis, Financial Reporting, Performance Attribution, Asset Allocation, Finance, Analysis, Articulate Communicator
Education
Northeastern University 2008 — 2013
Bachelor of Science, Finance & Insurance and Entrepreneurship
Michelle Noone Michelle Noone's Putnam Investments Experience October 2009 - July 2012
Job Billing Specialist at MFA Moody, Famiglietti & Andronico
Industry Information Technology and Services
Experience
MFA - Moody, Famiglietti & Andronico February 2015 - Present
Radius Global Growth Experts July 2013 - January 2015
Ragon Institute of MGH, MIT and Harvard July 2012 - July 2013
Putnam Investments October 2009 - July 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Financial Reporting
Education
Salem State College 2003 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General, 3.68
National University of Ireland, Galway 2005 — 2006
Business/Commerce, General
MFA - Moody, Famiglietti & Andronico February 2015 - Present
Radius Global Growth Experts July 2013 - January 2015
Ragon Institute of MGH, MIT and Harvard July 2012 - July 2013
Putnam Investments October 2009 - July 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Financial Reporting
Education
Salem State College 2003 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General, 3.68
National University of Ireland, Galway 2005 — 2006
Business/Commerce, General
Kate Noer Kate Noer's Putnam Investments Experience January 1996 - January 1998
Job Enterprise Project Manager (through Leap Frog Systems) at BCBSMA
Industry Information Technology and Services
Experience
LeapFrog Systems June 2013 - Present
MUSA Technology Partners, LLC. April 2010 - April 2013
Shire HGT April 2010 - November 2012
Nokia August 2009 - April 2010
CIBER, Inc February 2007 - July 2009
Fresenius Medical Care December 2007 - June 2009
BiogenIdec 2007 - 2007
SunGard January 1998 - November 2006
Putnam Investments January 1996 - January 1998
AMS January 1995 - January 1996
Skills
Requirements Analysis, Business Analysis, SDLC, Program Management, Software Project..., Vendor Management, PMP, Integration, Enterprise Architecture, PMO, IT Management, Project Portfolio..., Agile Methodologies, Agile Project Management, IT Strategy, Project Management, Disaster Recovery, Project Delivery, ITIL, Requirements Gathering, Resource Management, MS Project, Unix, Software Documentation, Quality Assurance, Oracle, Software Development, User Acceptance Testing, Testing, Databases, Data Center, Risk Management, Management, Visio, Analysis, Microsoft SQL Server, Enterprise Software, Project Planning, Outsourcing, Business Intelligence, Business Process, Strategy, Cross-functional Team..., Database Design, Release Management, Microsoft Project
Education
Morse School of Business 1980 — 1981
Program Certificate, Data Processing, COBOL ProgrammingBusiness Administration; Project Management
New Mexico State University 1974 — 1979
Early Childhood Education, Civil Engineering, Early Childhood Ed
Northeastern University
ProgrammingBusiness Administration; Project Management
Wayland High School
LeapFrog Systems June 2013 - Present
MUSA Technology Partners, LLC. April 2010 - April 2013
Shire HGT April 2010 - November 2012
Nokia August 2009 - April 2010
CIBER, Inc February 2007 - July 2009
Fresenius Medical Care December 2007 - June 2009
BiogenIdec 2007 - 2007
SunGard January 1998 - November 2006
Putnam Investments January 1996 - January 1998
AMS January 1995 - January 1996
Skills
Requirements Analysis, Business Analysis, SDLC, Program Management, Software Project..., Vendor Management, PMP, Integration, Enterprise Architecture, PMO, IT Management, Project Portfolio..., Agile Methodologies, Agile Project Management, IT Strategy, Project Management, Disaster Recovery, Project Delivery, ITIL, Requirements Gathering, Resource Management, MS Project, Unix, Software Documentation, Quality Assurance, Oracle, Software Development, User Acceptance Testing, Testing, Databases, Data Center, Risk Management, Management, Visio, Analysis, Microsoft SQL Server, Enterprise Software, Project Planning, Outsourcing, Business Intelligence, Business Process, Strategy, Cross-functional Team..., Database Design, Release Management, Microsoft Project
Education
Morse School of Business 1980 — 1981
Program Certificate, Data Processing, COBOL ProgrammingBusiness Administration; Project Management
New Mexico State University 1974 — 1979
Early Childhood Education, Civil Engineering, Early Childhood Ed
Northeastern University
ProgrammingBusiness Administration; Project Management
Wayland High School
Heather Dollard Heather Dollard's Putnam Investments Experience October 2007 - August 2008
Job Senior Business Assistant Information Security at MasterCard
Industry Information Technology and Services
Experience
MasterCard April 2015 - Present
MasterCard November 2013 - April 2015
Great Southern Bank November 2010 - October 2013
Missouri State University August 2009 - October 2010
Missouri State University December 2008 - August 2009
Putnam Investments October 2007 - August 2008
Putnam Investments March 2006 - October 2007
R.B. Allen Co., Inc. September 2003 - March 2006
Skills
Customer Service, Microsoft Office, Project Management, SharePoint, Business Analysis, Training, Leadership, Time Management, Editing, Teamwork, Marketing Communications, Marketing, Budgets, Management
Education
Missouri State University 2009 — 2012
Master of Business Administration (M.B.A.), Project Management
University of New Hampshire 1999 — 2003
Bachelors of Arts, English, Sociology
MasterCard April 2015 - Present
MasterCard November 2013 - April 2015
Great Southern Bank November 2010 - October 2013
Missouri State University August 2009 - October 2010
Missouri State University December 2008 - August 2009
Putnam Investments October 2007 - August 2008
Putnam Investments March 2006 - October 2007
R.B. Allen Co., Inc. September 2003 - March 2006
Skills
Customer Service, Microsoft Office, Project Management, SharePoint, Business Analysis, Training, Leadership, Time Management, Editing, Teamwork, Marketing Communications, Marketing, Budgets, Management
Education
Missouri State University 2009 — 2012
Master of Business Administration (M.B.A.), Project Management
University of New Hampshire 1999 — 2003
Bachelors of Arts, English, Sociology
Michael Tortola's Putnam Investments Experience September 2012 - October 2013
Job Contract Renewal Specialist at Telerik
Industry Computer Software
Experience
Telerik May 2015 - Present
Michael Tortola Entertainment January 2006 - Present
TD October 2013 - May 2015
Putnam Investments September 2012 - October 2013
CPU Sales & Service, Inc February 2012 - July 2012
Skills
Band, Entertainment, Piano, Sales, Customer Service, Marketing, Entrepreneurship, Google Analytics, Advertising, Time Management, Insurance, Microsoft Word, New Business Development, Weddings, Team Leadership, Team Building, Strategic Planning, Strategic Partnerships, Solution Selling, Software Development, Social Media Marketing, Social Media, Sales Management, Research, Public Speaking, Public Relations, Project Management, PowerPoint, Product Management, Outlook, Online Advertising, Negotiation, Microsoft Office, Leadership, Marketing Strategy, Microsoft Excel, Financial Analysis, Facebook, Event Planning, Budgets, Business Development, Business Strategy, Consulting, Data Analysis, Enterprise Software
Education
Mount Ida College 2008 — 2012
Business Administration
Waltham High
Waltham High School
Telerik May 2015 - Present
Michael Tortola Entertainment January 2006 - Present
TD October 2013 - May 2015
Putnam Investments September 2012 - October 2013
CPU Sales & Service, Inc February 2012 - July 2012
Skills
Band, Entertainment, Piano, Sales, Customer Service, Marketing, Entrepreneurship, Google Analytics, Advertising, Time Management, Insurance, Microsoft Word, New Business Development, Weddings, Team Leadership, Team Building, Strategic Planning, Strategic Partnerships, Solution Selling, Software Development, Social Media Marketing, Social Media, Sales Management, Research, Public Speaking, Public Relations, Project Management, PowerPoint, Product Management, Outlook, Online Advertising, Negotiation, Microsoft Office, Leadership, Marketing Strategy, Microsoft Excel, Financial Analysis, Facebook, Event Planning, Budgets, Business Development, Business Strategy, Consulting, Data Analysis, Enterprise Software
Education
Mount Ida College 2008 — 2012
Business Administration
Waltham High
Waltham High School
Austin Herschend's Putnam Investments Experience 2006 - 2007
Job Chief Executive Officer Big Whiskey's Franchising
Industry Restaurants
Experience
Big Whiskey's American Restaurant and Bar October 2013 - Present
Putnam Investments 2006 - 2007
Skills
Public Speaking, Nonprofits, Microsoft Office, Leadership Development, Team Building, Teaching, Social Media, Event Planning, Customer Service, Non-profits, Fundraising, Leadership, Marketing, Management, Sales, Strategic Planning, Public Relations
Education
Branson
University of Missouri-Columbia 2002 — 2005
BS, Business Administration and Management, General
Missouri State University 2007 — 2011
Masters, Education
Big Whiskey's American Restaurant and Bar October 2013 - Present
Putnam Investments 2006 - 2007
Skills
Public Speaking, Nonprofits, Microsoft Office, Leadership Development, Team Building, Teaching, Social Media, Event Planning, Customer Service, Non-profits, Fundraising, Leadership, Marketing, Management, Sales, Strategic Planning, Public Relations
Education
Branson
University of Missouri-Columbia 2002 — 2005
BS, Business Administration and Management, General
Missouri State University 2007 — 2011
Masters, Education
Chandler Webb's Putnam Investments Experience October 2014 - Present
Job Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments October 2014 - Present
Putnam Investments June 2014 - November 2014
Total Clerical Services September 2013 - June 2014
Skills
Recruiting, Sales, Public Speaking, Onboarding, Interviews, Networking, Sourcing, Customer Service, Leadership, Temporary Placement, Marketing, Series 6, Series 63, Staffing Services
Education
Mount Ida College 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Putnam Investments October 2014 - Present
Putnam Investments June 2014 - November 2014
Total Clerical Services September 2013 - June 2014
Skills
Recruiting, Sales, Public Speaking, Onboarding, Interviews, Networking, Sourcing, Customer Service, Leadership, Temporary Placement, Marketing, Series 6, Series 63, Staffing Services
Education
Mount Ida College 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Tamela Kouy Tamela Kouy's Putnam Investments Experience January 2006 - August 2007
Job Client Support Representative at By Appointment Only, Inc. (BAO)
Industry Financial Services
Experience
By Appointment Only, Inc. (BAO) September 2014 - July 2015
Valley Collaborative January 2014 - August 2014
Interactive Data July 2011 - December 2013
Interactive Data August 2007 - July 2011
Putnam Investments January 2006 - August 2007
Lowell Cooperative Bank March 2004 - January 2006
Skills
Multi Tasking, Bilingual, Customer Oriented, Organization &..., Work in A Fast Paced..., Proficient Typing Skills, Lotus Notes, Microsoft Office, Dependable Team Player, Customer Satisfaction, Bloomberg Terminal, Options, Customer Service, Business Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Sales
Education
Middlesex Community College 2013 — 2016
Middlesex Community College 2005 — 2006
Liberal Arts and Sciences/Liberal Studies
Lowell High School 2000 — 2004
By Appointment Only, Inc. (BAO) September 2014 - July 2015
Valley Collaborative January 2014 - August 2014
Interactive Data July 2011 - December 2013
Interactive Data August 2007 - July 2011
Putnam Investments January 2006 - August 2007
Lowell Cooperative Bank March 2004 - January 2006
Skills
Multi Tasking, Bilingual, Customer Oriented, Organization &..., Work in A Fast Paced..., Proficient Typing Skills, Lotus Notes, Microsoft Office, Dependable Team Player, Customer Satisfaction, Bloomberg Terminal, Options, Customer Service, Business Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Sales
Education
Middlesex Community College 2013 — 2016
Middlesex Community College 2005 — 2006
Liberal Arts and Sciences/Liberal Studies
Lowell High School 2000 — 2004
Joan Penney's Putnam Investments Experience January 1990 - 1995
Job Project Manager Finance/Risk. Restez fort à vos convictions quand tout échoue principes prévalent ailleurs.
Industry Financial Services
Experience
Contract Analyst Seeking New Ops September 2007 - Present
MBS Private Equity March 2002 - January 2007
UBS 1999 - 2002
J.P. Morgan January 1997 - December 1999
Putnam Investments January 1990 - 1995
Skills
Risk Management, Credit Risk, CCAR, Dodd-Frank, Project Management, Investment Banking, Business Analysis, Leadership, Process Improvement, Financial Analysis, Strategic Planning, Budgets, Derivatives, Capital Markets, Trading Systems, Front to Back Office, Securities Regulation, Security Instruments, Fixed Income, Valuation
Education
Dowling School of Business MBA
MBA Banking and Finance, Banking and Finance
New York University
Contract Analyst Seeking New Ops September 2007 - Present
MBS Private Equity March 2002 - January 2007
UBS 1999 - 2002
J.P. Morgan January 1997 - December 1999
Putnam Investments January 1990 - 1995
Skills
Risk Management, Credit Risk, CCAR, Dodd-Frank, Project Management, Investment Banking, Business Analysis, Leadership, Process Improvement, Financial Analysis, Strategic Planning, Budgets, Derivatives, Capital Markets, Trading Systems, Front to Back Office, Securities Regulation, Security Instruments, Fixed Income, Valuation
Education
Dowling School of Business MBA
MBA Banking and Finance, Banking and Finance
New York University
Maurizio Poles Maurizio Poles's Putnam Investments Experience 1995 - 2000
Job Officer Senior Systems Engineer at Wells Fargo Wholesale and International Service Delivery
Industry Computer Hardware
Experience
Wells Fargo - Wholesale and International Service Delivery; AMG September 2003 - Present
Wachovia Bank NA September 2003 - September 2009
Evergreen Investments - Wachovia Bank NA September 2003 - September 2009
IBM Global Services @ Manulife Financials 2000 - 2003
Manulife Financials 2000 - 2003
Putnam Investments 1995 - 2000
Skills
Disaster Recovery, Active Directory, VMware, Servers, Data Center, Security, Troubleshooting, System Administration, Windows, Hardware, Virtualization, High Availability, Business Continuity, Technical Support, Solaris, Integration, SDLC
Education
Pink Elephant 2008 — 2008
ITIL Foundation v3, ITIL Foundation v3
Learning Tree International 2007 — 2007
Project Management: Skills for Success
Microtek 2006 — 2006
VMWare: VMWare Infrastructure
New England Institute of Technology 1990 — 1999
BA, CIS
Wells Fargo - Wholesale and International Service Delivery; AMG September 2003 - Present
Wachovia Bank NA September 2003 - September 2009
Evergreen Investments - Wachovia Bank NA September 2003 - September 2009
IBM Global Services @ Manulife Financials 2000 - 2003
Manulife Financials 2000 - 2003
Putnam Investments 1995 - 2000
Skills
Disaster Recovery, Active Directory, VMware, Servers, Data Center, Security, Troubleshooting, System Administration, Windows, Hardware, Virtualization, High Availability, Business Continuity, Technical Support, Solaris, Integration, SDLC
Education
Pink Elephant 2008 — 2008
ITIL Foundation v3, ITIL Foundation v3
Learning Tree International 2007 — 2007
Project Management: Skills for Success
Microtek 2006 — 2006
VMWare: VMWare Infrastructure
New England Institute of Technology 1990 — 1999
BA, CIS
Henry Nowick's Putnam Investments Experience August 1997 - March 1999
Job Operations Consultant at Voya Financial
Industry Financial Services
Experience
Voya Financial February 2013 - Present
Voya Financial June 2011 - February 2013
Voya Financial November 2004 - June 2011
Voya Financial March 1999 - November 2004
Putnam Investments August 1997 - March 1999
Putnam Investments February 1995 - August 1997
Putnam Investments May 1991 - February 1995
Skills
Process Improvement, Project Management, 401k, Quality Assurance, PeopleSoft, Payroll, Defined Contribution, Mutual Funds, Manage Client..., Cross-functional Team..., Auditing, Data Analysis, Series 63, Payroll Analysis, Financial Audits, ERISA, Loans, Bank Reconciliation, OmniPlan, Mentoring, Supply Chain Management, RMDS, Market Timing, Problem Solving, Deadline Driven, Client Billing, Dividends, Enterprise Wide..., Business Objects, Hlookups, Vlookup, Employee Benefits, CRM, Risk Management, Vendor Management, Leadership, Management
Education
Northeastern University 2010 — 2013
Bachelors, Business Management
Northeastern University 2006 — 2009
Associates, Supply-Chain Management
Voya Financial February 2013 - Present
Voya Financial June 2011 - February 2013
Voya Financial November 2004 - June 2011
Voya Financial March 1999 - November 2004
Putnam Investments August 1997 - March 1999
Putnam Investments February 1995 - August 1997
Putnam Investments May 1991 - February 1995
Skills
Process Improvement, Project Management, 401k, Quality Assurance, PeopleSoft, Payroll, Defined Contribution, Mutual Funds, Manage Client..., Cross-functional Team..., Auditing, Data Analysis, Series 63, Payroll Analysis, Financial Audits, ERISA, Loans, Bank Reconciliation, OmniPlan, Mentoring, Supply Chain Management, RMDS, Market Timing, Problem Solving, Deadline Driven, Client Billing, Dividends, Enterprise Wide..., Business Objects, Hlookups, Vlookup, Employee Benefits, CRM, Risk Management, Vendor Management, Leadership, Management
Education
Northeastern University 2010 — 2013
Bachelors, Business Management
Northeastern University 2006 — 2009
Associates, Supply-Chain Management
David Brenner David Brenner's Putnam Investments Experience September 2000 - August 2007
Job Solutions Sales Engineer, Stategic Accounts, North America at Dyn Inc
Industry Computer Software
Experience
Dyn January 2012 - Present
WhippleHill Communications July 2008 - January 2012
Citizens Bank November 2007 - May 2008
Putnam Investments September 2000 - August 2007
Skills
Salesforce.com, Business Development, SaaS, Project Management, Business Intelligence, SEO, CRM, Marketing, Team Leadership, Sales Management, Customer Service, Account Management, Sales, Strategic Planning, E-commerce, Cross-functional Team..., Sales Process, Solution Selling, Start-ups, Leadership, Enterprise Solution..., Sales Engineering, Mentoring
Education
New England College 1997 — 2000
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Bishop Brady High School 1992 — 1996
Dyn January 2012 - Present
WhippleHill Communications July 2008 - January 2012
Citizens Bank November 2007 - May 2008
Putnam Investments September 2000 - August 2007
Skills
Salesforce.com, Business Development, SaaS, Project Management, Business Intelligence, SEO, CRM, Marketing, Team Leadership, Sales Management, Customer Service, Account Management, Sales, Strategic Planning, E-commerce, Cross-functional Team..., Sales Process, Solution Selling, Start-ups, Leadership, Enterprise Solution..., Sales Engineering, Mentoring
Education
New England College 1997 — 2000
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Bishop Brady High School 1992 — 1996
January Johnson January Johnson's Putnam Investments Experience February 2001 - April 2005
Job Workplace Planning and Guidance Consultant
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments September 2010 - March 2015
LPL Financial May 2009 - September 2010
Fifth Third Securities June 2006 - December 2008
The Hartford April 2005 - May 2006
Putnam Investments February 2001 - April 2005
Education
College for Financial Planning 2014 — 2015
Certified Financial Planner
Montana State University-Billings 1997 — 2000
BABS, Business Admin
Northwest College 1994 — 1997
AAS, Photography
Fidelity Investments March 2015 - Present
Fidelity Investments September 2010 - March 2015
LPL Financial May 2009 - September 2010
Fifth Third Securities June 2006 - December 2008
The Hartford April 2005 - May 2006
Putnam Investments February 2001 - April 2005
Education
College for Financial Planning 2014 — 2015
Certified Financial Planner
Montana State University-Billings 1997 — 2000
BABS, Business Admin
Northwest College 1994 — 1997
AAS, Photography
Samantha Fender's Putnam Investments Experience September 1997 - October 1998
Job Director of Marketing and Admissions, Adult and Graduate Studies at Mars Hill University
Industry Higher Education
Experience
Freelance May 2013 - Present
Mars Hill College July 2010 - Present
Mars Hill University July 2010 - Present
Sinclair Broadcast Group April 2001 - June 2010
Asheville Citizen Times January 2002 - January 2003
Cox Marketing Group February 2000 - October 2000
Noevir, Japan September 1998 - August 2000
Putnam Investments September 1997 - October 1998
Skills
Higher Education, Public Speaking, Social Media, Public Relations, Research, Marketing, Editing, Press Releases, Microsoft Office, Japanese to English..., Japanese business..., Japanese culture, Advertising, Nonprofits, Leadership, Volunteer Management, Fundraising, Facebook, Event Planning, Marketing Communications, Social Media Marketing, Event Management, Social Networking, Newsletters, Market Research, Media Relations, Community Development, Marketing Strategy, Online Marketing, Blogging, Strategic Communications, Program Development, Copy Editing, Proposal Writing, Teaching
Education
Wellesley College 1993 — 1997
Bachelor of Arts (B.A.), Japanese Studies
南山大学 / Nanzan University 1991 — 1992
Freelance May 2013 - Present
Mars Hill College July 2010 - Present
Mars Hill University July 2010 - Present
Sinclair Broadcast Group April 2001 - June 2010
Asheville Citizen Times January 2002 - January 2003
Cox Marketing Group February 2000 - October 2000
Noevir, Japan September 1998 - August 2000
Putnam Investments September 1997 - October 1998
Skills
Higher Education, Public Speaking, Social Media, Public Relations, Research, Marketing, Editing, Press Releases, Microsoft Office, Japanese to English..., Japanese business..., Japanese culture, Advertising, Nonprofits, Leadership, Volunteer Management, Fundraising, Facebook, Event Planning, Marketing Communications, Social Media Marketing, Event Management, Social Networking, Newsletters, Market Research, Media Relations, Community Development, Marketing Strategy, Online Marketing, Blogging, Strategic Communications, Program Development, Copy Editing, Proposal Writing, Teaching
Education
Wellesley College 1993 — 1997
Bachelor of Arts (B.A.), Japanese Studies
南山大学 / Nanzan University 1991 — 1992
Tiago Annes Tiago Annes's Putnam Investments Experience 2011 - 2012
Job Tax Associate at Wolf & Company
Industry Accounting
Experience
Wolf & Company, P.C. December 2014 - Present
PwC June 2014 - September 2014
PwC June 2013 - September 2013
Putnam Investments 2011 - 2012
Skills
Microsoft Excel, Accounting, Partnerships, Mutual Funds, Customer Service, Financial Reporting, Tax
Education
Salem State College 2012 — 2014
Bachelor of Science (BS), Accounting
Middlesex Community College 2009 — 2012
Associate of Science (AS), Business Administration and Management, General
Woburn Memorial High School
Wolf & Company, P.C. December 2014 - Present
PwC June 2014 - September 2014
PwC June 2013 - September 2013
Putnam Investments 2011 - 2012
Skills
Microsoft Excel, Accounting, Partnerships, Mutual Funds, Customer Service, Financial Reporting, Tax
Education
Salem State College 2012 — 2014
Bachelor of Science (BS), Accounting
Middlesex Community College 2009 — 2012
Associate of Science (AS), Business Administration and Management, General
Woburn Memorial High School
Andrew Tolman's Putnam Investments Experience June 2012 - Present
Job Equity Trading Intern at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2012 - Present
Fenway Sports Group June 2010 - August 2010
Education
Amherst College 2009 — 2013
Bachelor of Arts, Political Science
New York University 2011 — 2011
Semester Abroad
The Williston Northampton School 2008 — 2009
Diploma, Post-Graduate
Watertown High School 2004 — 2008
Diploma, 9-12
Putnam Investments June 2012 - Present
Fenway Sports Group June 2010 - August 2010
Education
Amherst College 2009 — 2013
Bachelor of Arts, Political Science
New York University 2011 — 2011
Semester Abroad
The Williston Northampton School 2008 — 2009
Diploma, Post-Graduate
Watertown High School 2004 — 2008
Diploma, 9-12
Nicholas Desrosiers Nicholas Desrosiers's Putnam Investments Experience November 2007 - August 2011
Job Business Process Consultant at SunGard Securities Finance
Industry Financial Services
Experience
SunGard Securities Finance December 2014 - Present
Putnam Investments November 2007 - August 2011
Skills
Business Analysis, Customer Service, Financial Services, Process Improvement, Microsoft Office, Finance, Microsoft Excel, Mutual Funds, Investments, Securities, Securities Finance, Stockloan, Product Development, Product Management
Education
Southern New Hampshire University 2015 — 2017
MS in Accounting and Finance, Accounting and Finance
Hesser College
Accounting and Business Management, Accounting and Business/Management
University of Massachusetts at Lowell
Chemical Engineering/Accounting, Chemical Engineering/Accounting
SunGard Securities Finance December 2014 - Present
Putnam Investments November 2007 - August 2011
Skills
Business Analysis, Customer Service, Financial Services, Process Improvement, Microsoft Office, Finance, Microsoft Excel, Mutual Funds, Investments, Securities, Securities Finance, Stockloan, Product Development, Product Management
Education
Southern New Hampshire University 2015 — 2017
MS in Accounting and Finance, Accounting and Finance
Hesser College
Accounting and Business Management, Accounting and Business/Management
University of Massachusetts at Lowell
Chemical Engineering/Accounting, Chemical Engineering/Accounting
Lori Natola Swanson's Putnam Investments Experience July 1999 - October 2001
Job Office / HR Administrator at Parsons Brinckerhoff
Industry Executive Office
Experience
Parsons Brinckerhoff April 2012 - Present
Trend Setters Marketing Specialists September 2010 - Present
APT Management, Inc May 2005 - April 2012
KinderCare Corporation October 2001 - May 2005
Putnam Investments July 1999 - October 2001
APT Management, Inc August 1997 - July 1999
Fidelity Investments July 1987 - January 1997
Fidelity Investments October 1982 - July 1987
Skills
Office Management, Human Resources, Payroll, Accounting, Accounts Payable, Microsoft Office, Training, Administration, Direct Sales and...
Education
North Shore Community College
Parsons Brinckerhoff April 2012 - Present
Trend Setters Marketing Specialists September 2010 - Present
APT Management, Inc May 2005 - April 2012
KinderCare Corporation October 2001 - May 2005
Putnam Investments July 1999 - October 2001
APT Management, Inc August 1997 - July 1999
Fidelity Investments July 1987 - January 1997
Fidelity Investments October 1982 - July 1987
Skills
Office Management, Human Resources, Payroll, Accounting, Accounts Payable, Microsoft Office, Training, Administration, Direct Sales and...
Education
North Shore Community College
Scott Plympton, PMP Scott Plympton, PMP's Putnam Investments Experience January 1993 - January 1997
Job Project Manager at Iron Mountain
Industry Information Technology and Services
Experience
Iron Mountain February 2015 - Present
Commonwealth of Massachusetts April 2013 - February 2014
Commonwealth of Massachusetts October 2011 - November 2012
Sapient June 2011 - August 2011
MFS Investment Management October 2010 - April 2011
Advent International January 2010 - July 2010
Fidelity Investments December 2006 - October 2009
Rockland Trust December 2003 - August 2006
State Street Corporation May 1997 - April 2002
Putnam Investments January 1993 - January 1997
Skills
SDLC, Process Improvement, Project Portfolio..., Management, MS Project, PMP, Project Management, Integration, Vendor Management
Education
The George Washington University
Masters Certificate, Project Management
University of Arkansas
MBA, Masters degree, Business Administrations
Missouri State University
Bachelors degree, Information Systems Management
Iron Mountain February 2015 - Present
Commonwealth of Massachusetts April 2013 - February 2014
Commonwealth of Massachusetts October 2011 - November 2012
Sapient June 2011 - August 2011
MFS Investment Management October 2010 - April 2011
Advent International January 2010 - July 2010
Fidelity Investments December 2006 - October 2009
Rockland Trust December 2003 - August 2006
State Street Corporation May 1997 - April 2002
Putnam Investments January 1993 - January 1997
Skills
SDLC, Process Improvement, Project Portfolio..., Management, MS Project, PMP, Project Management, Integration, Vendor Management
Education
The George Washington University
Masters Certificate, Project Management
University of Arkansas
MBA, Masters degree, Business Administrations
Missouri State University
Bachelors degree, Information Systems Management
Kevin Kelleher's Putnam Investments Experience July 2002 - October 2004
Job
Industry Information Technology and Services
Experience
Ingenico Mobile Solutions September 2013 - Present
Homesite Insurance March 2010 - August 2013
Martingale Asset Management February 2008 - January 2010
2100 Capital Group October 2004 - February 2008
Putnam Investments July 2002 - October 2004
Hewlett-Packard June 2000 - May 2002
Skills
Microsoft SQL Server, Databases, SQL, Windows Server, Linux, Disaster Recovery, Perl, Servers, C#
Education
Montclair State University 1979 — 1981
BS, English
Ingenico Mobile Solutions September 2013 - Present
Homesite Insurance March 2010 - August 2013
Martingale Asset Management February 2008 - January 2010
2100 Capital Group October 2004 - February 2008
Putnam Investments July 2002 - October 2004
Hewlett-Packard June 2000 - May 2002
Skills
Microsoft SQL Server, Databases, SQL, Windows Server, Linux, Disaster Recovery, Perl, Servers, C#
Education
Montclair State University 1979 — 1981
BS, English
Felicia K Liston's Putnam Investments Experience 1986 - 1989
Job QA Engineer (AKA Darth QA) for lynda.com at LinkedIn
Industry Computer Software
Experience
LinkedIn May 2015 - Present
LinkedIn May 2015 - Present
lynda.com August 2013 - May 2015
QAD Inc. May 1996 - August 2012
STW Fixed Income Management 1992 - 1994
Advocacy Press 1991 - 1992
UIS Inc. 1989 - 1991
Putnam Investments 1986 - 1989
Skills
Quality Assurance, Testing, Software Quality..., SDLC, Enterprise Software, Test Planning, Software Project..., Agile Methodologies, QAD, Manual Testing, Software Documentation, System Testing, Databases, Software Development, Test Automation, JIRA, Test Management, Requirements Analysis, Project Management, Waterfall, Regression Testing, Scrum, Subversion, Citrix Metaframe, Internal Audit, Unix, Cross-functional Team..., Iso 9000, Analysis, QTP, Test Cases, Surgient VMware, Risk Management, A/B Testing, Conversion Optimization
Education
Mount Holyoke College 1981 — 1985
BA, Politics, French Studies
Mount Holyoke College 1981 — 1985
BA, Politics, French Studies
LinkedIn May 2015 - Present
LinkedIn May 2015 - Present
lynda.com August 2013 - May 2015
QAD Inc. May 1996 - August 2012
STW Fixed Income Management 1992 - 1994
Advocacy Press 1991 - 1992
UIS Inc. 1989 - 1991
Putnam Investments 1986 - 1989
Skills
Quality Assurance, Testing, Software Quality..., SDLC, Enterprise Software, Test Planning, Software Project..., Agile Methodologies, QAD, Manual Testing, Software Documentation, System Testing, Databases, Software Development, Test Automation, JIRA, Test Management, Requirements Analysis, Project Management, Waterfall, Regression Testing, Scrum, Subversion, Citrix Metaframe, Internal Audit, Unix, Cross-functional Team..., Iso 9000, Analysis, QTP, Test Cases, Surgient VMware, Risk Management, A/B Testing, Conversion Optimization
Education
Mount Holyoke College 1981 — 1985
BA, Politics, French Studies
Mount Holyoke College 1981 — 1985
BA, Politics, French Studies
Dhananjay kapadia's Putnam Investments Experience August 2002 - Present
Job
Industry Computer Software
Experience
Putnam Investments August 2002 - Present
Skills
SDLC, PMP, Waterfall, Software Project..., Business Analysis, Requirements Gathering, Vendor Management, Visio, Project Plans, Requirements Analysis, Business Requirements, Agile Methodologies, Agile Project Management, PMO, Program Management, Project Management, Data Warehousing, Release Management, SharePoint, Integration, EMC SourceOne, EMC Documentum, Content Management, Process Improvement, Management, SQL, Enterprise Software
Education
New Jersey Institute of Technology 1987 — 1989
MS
L.D.Enginnering College, Ahmedabad, India 1982 — 1986
Bachelor of Engineering (B.E.)
Putnam Investments August 2002 - Present
Skills
SDLC, PMP, Waterfall, Software Project..., Business Analysis, Requirements Gathering, Vendor Management, Visio, Project Plans, Requirements Analysis, Business Requirements, Agile Methodologies, Agile Project Management, PMO, Program Management, Project Management, Data Warehousing, Release Management, SharePoint, Integration, EMC SourceOne, EMC Documentum, Content Management, Process Improvement, Management, SQL, Enterprise Software
Education
New Jersey Institute of Technology 1987 — 1989
MS
L.D.Enginnering College, Ahmedabad, India 1982 — 1986
Bachelor of Engineering (B.E.)
Brunel Jr Thimothe's Putnam Investments Experience May 2003 - August 2003
Job
Industry Information Technology and Services
Experience
Broadway Technology September 2011 - Present
Quadriserv Inc. July 2008 - September 2011
Coin Du Village August 2010 - August 2011
Thomson Reuters March 2008 - July 2008
Thomson Financial 2004 - 2007
Harvard University May 2004 - November 2004
Putnam Investments May 2003 - August 2003
Skills
Trading Systems, Electronic Trading, Derivatives, VBA, Equities, Fixed Income, SQL, Market Data, Options, C#, Linux, Low Latency, FX Options, Salesforce.com, Unix Shell Scripting, Investment Banking, Hedge Funds, Cloud Computing IaaS, Trading, Business Analysis, Equity Derivatives, Financial Markets, Equity Trading, Capital Markets, SDLC, FX, US Treasuries, Windows Server, Computer Network..., Cisco IOS, Wireless Networking, Perl Script, Unix, Sybase, Agile Methodologies, Perl, Quantitative Finance, Prime Brokerage, Management, Requirements Analysis, Software Project...
Education
Penn State University 2014 — 2016
Master of Science (MSc)
New York University 2011 — 2013
Northeastern University 2001 — 2004
Bachelor of Business Administration (B.B.A.)
Institution Saint Louis Gonzague 1991 — 1998
High School Diploma
Broadway Technology September 2011 - Present
Quadriserv Inc. July 2008 - September 2011
Coin Du Village August 2010 - August 2011
Thomson Reuters March 2008 - July 2008
Thomson Financial 2004 - 2007
Harvard University May 2004 - November 2004
Putnam Investments May 2003 - August 2003
Skills
Trading Systems, Electronic Trading, Derivatives, VBA, Equities, Fixed Income, SQL, Market Data, Options, C#, Linux, Low Latency, FX Options, Salesforce.com, Unix Shell Scripting, Investment Banking, Hedge Funds, Cloud Computing IaaS, Trading, Business Analysis, Equity Derivatives, Financial Markets, Equity Trading, Capital Markets, SDLC, FX, US Treasuries, Windows Server, Computer Network..., Cisco IOS, Wireless Networking, Perl Script, Unix, Sybase, Agile Methodologies, Perl, Quantitative Finance, Prime Brokerage, Management, Requirements Analysis, Software Project...
Education
Penn State University 2014 — 2016
Master of Science (MSc)
New York University 2011 — 2013
Northeastern University 2001 — 2004
Bachelor of Business Administration (B.B.A.)
Institution Saint Louis Gonzague 1991 — 1998
High School Diploma
Avijit Pathania's Putnam Investments Experience 2002 - 2007
Job Self declared Unix geek providing contract and consulting services
Industry Information Technology and Services
Experience
akpsys inc March 2007 - Present
putnam investments 2002 - 2007
GlobalCrossing March 1999 - April 2002
GlobalCrossing 1999 - 2002
Global Crossing 1999 - 2002
Education
Milwaukee School of Engineering 1996 — 1999
Campion High School 1988 — 1992
akpsys inc March 2007 - Present
putnam investments 2002 - 2007
GlobalCrossing March 1999 - April 2002
GlobalCrossing 1999 - 2002
Global Crossing 1999 - 2002
Education
Milwaukee School of Engineering 1996 — 1999
Campion High School 1988 — 1992
Gerrit Petersen's Putnam Investments Experience August 1989 - June 1995
Job Director of Major Giving at Emerson College
Industry Nonprofit Organization Management
Experience
Emerson College July 2015 - Present
Emerson College May 2014 - Present
United Way of Massachusetts Bay August 2012 - July 2013
Self Employed February 2010 - November 2012
The Bostonian Society July 2006 - February 2010
Boston Symphony Orchestra July 1995 - June 2005
Putnam Investments August 1989 - June 1995
Skills
Philanthropy, Public Speaking, Grants, Nonprofits, Board Development, Fundraising, Grant Writing, Non-profits, Program Development, Stewardship, Higher Education, Research, Tessitura, Annual Giving, Strategic Planning, Program Management, Event Management, Editing, Leadership, Prospect Research, Non-profit..., Community Outreach, Volunteer Management
Education
New England Conservatory of Music 1992 — 1994
Bachelor of Music, Classical Voice
University of Wisconsin 1984 — 1986
Vocal performance, pedagogy, Italian language and literature
Wisconsin Conservatory of Music 1982 — 1984
Organ performance, voice, English, French language and literature
Emerson College July 2015 - Present
Emerson College May 2014 - Present
United Way of Massachusetts Bay August 2012 - July 2013
Self Employed February 2010 - November 2012
The Bostonian Society July 2006 - February 2010
Boston Symphony Orchestra July 1995 - June 2005
Putnam Investments August 1989 - June 1995
Skills
Philanthropy, Public Speaking, Grants, Nonprofits, Board Development, Fundraising, Grant Writing, Non-profits, Program Development, Stewardship, Higher Education, Research, Tessitura, Annual Giving, Strategic Planning, Program Management, Event Management, Editing, Leadership, Prospect Research, Non-profit..., Community Outreach, Volunteer Management
Education
New England Conservatory of Music 1992 — 1994
Bachelor of Music, Classical Voice
University of Wisconsin 1984 — 1986
Vocal performance, pedagogy, Italian language and literature
Wisconsin Conservatory of Music 1982 — 1984
Organ performance, voice, English, French language and literature
Ray Lavin's Putnam Investments Experience February 2007 - August 2010
Job Data Governor, Minimally Invasive Therapies Group at Medtronic
Industry Medical Devices
Experience
Medtronic January 2015 - Present
Covidien July 2012 - January 2015
Covidien August 2010 - July 2012
Putnam Investments February 2007 - August 2010
Putnam Investments February 2006 - February 2007
Putnam Investments February 1995 - February 2006
Skills
Financial Services, Mutual Funds, Process Improvement, Microsoft Excel, Call Centers, Customer Service, Leadership, Securities, Series 63, Project Management, 401k, Investments, Operations Management, Business Analysis, Cross-functional Team..., Lotus Notes, Call Center, SOP development, Data Integrity, Customer Data..., Logistics, Financial Analysis, Series 6, Series 7, Lean Daily Management, Change Management, Situational Leadership, LDM, Performance Metrics, Data Mining, Strategic Hiring, Trend Forecasting, Capacity Planning, Cross Functional..., Offshore Project..., Managing Offshore Teams, Salesforce.com..., Microsoft Office, Strategy
Education
Rhode Island College 1989 — 1995
BS, Business Administration and Management, General
Nichols College 1988 — 1989
Medtronic January 2015 - Present
Covidien July 2012 - January 2015
Covidien August 2010 - July 2012
Putnam Investments February 2007 - August 2010
Putnam Investments February 2006 - February 2007
Putnam Investments February 1995 - February 2006
Skills
Financial Services, Mutual Funds, Process Improvement, Microsoft Excel, Call Centers, Customer Service, Leadership, Securities, Series 63, Project Management, 401k, Investments, Operations Management, Business Analysis, Cross-functional Team..., Lotus Notes, Call Center, SOP development, Data Integrity, Customer Data..., Logistics, Financial Analysis, Series 6, Series 7, Lean Daily Management, Change Management, Situational Leadership, LDM, Performance Metrics, Data Mining, Strategic Hiring, Trend Forecasting, Capacity Planning, Cross Functional..., Offshore Project..., Managing Offshore Teams, Salesforce.com..., Microsoft Office, Strategy
Education
Rhode Island College 1989 — 1995
BS, Business Administration and Management, General
Nichols College 1988 — 1989
Joshua Tripodi's Putnam Investments Experience 2004 - 2004
Job Senior Consultant (Network) at Capgemini
Industry Information Technology and Services
Experience
Capgemini July 2012 - Present
CBE Technologies July 2006 - July 2012
Kanbay 2006 - 2006
Unicom 2004 - 2006
Professional Software Engineering January 2003 - April 2004
Putnam Investments 2004 - 2004
Excelon 2000 - 2002
C-bridge Internet Solutions 2000 - 2002
Infinity Computer 1999 - 2000
Designs, Inc 1998 - 1999
Skills
Cisco Security, Routing Protocols, Cisco Switches, Cisco Wireless, Cisco Call Manager, Cisco IOS, Fortigate/Fortianalyzer/..., VMware Infrastructure, Microsoft Exchange, Active Directory, Linux server..., SAN, HP Server Hardware, HP Procurve, Microsoft Server..., Solarwinds, Cisco Nexus, DHCP, Network Security, Security, Routers, VPN, CCNA, Switches, Linux System..., VMware, Networking, Cisco Technologies, EIGRP, Data Center, Firewalls, Windows Server
Education
New England Institute of Technology 2003 — 2005
BS, MIS
New England Institute of Technology 1998 — 2000
AS, MIS
WHS 1992 — 1996
Capgemini July 2012 - Present
CBE Technologies July 2006 - July 2012
Kanbay 2006 - 2006
Unicom 2004 - 2006
Professional Software Engineering January 2003 - April 2004
Putnam Investments 2004 - 2004
Excelon 2000 - 2002
C-bridge Internet Solutions 2000 - 2002
Infinity Computer 1999 - 2000
Designs, Inc 1998 - 1999
Skills
Cisco Security, Routing Protocols, Cisco Switches, Cisco Wireless, Cisco Call Manager, Cisco IOS, Fortigate/Fortianalyzer/..., VMware Infrastructure, Microsoft Exchange, Active Directory, Linux server..., SAN, HP Server Hardware, HP Procurve, Microsoft Server..., Solarwinds, Cisco Nexus, DHCP, Network Security, Security, Routers, VPN, CCNA, Switches, Linux System..., VMware, Networking, Cisco Technologies, EIGRP, Data Center, Firewalls, Windows Server
Education
New England Institute of Technology 2003 — 2005
BS, MIS
New England Institute of Technology 1998 — 2000
AS, MIS
WHS 1992 — 1996
Dhananjay Kapadia's Putnam Investments Experience August 2002 - Present
Job Project Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments August 2002 - Present
Fidelity Investments August 1997 - August 2002
Lucent 1993 - 1997
Eclipse Software July 1990 - July 1993
Education
New Jersey Institute of Technology 1987 — 1990
L.D. College of Enginnering
Putnam Investments August 2002 - Present
Fidelity Investments August 1997 - August 2002
Lucent 1993 - 1997
Eclipse Software July 1990 - July 1993
Education
New Jersey Institute of Technology 1987 — 1990
L.D. College of Enginnering
Charley Crowley's Putnam Investments Experience September 2001 - December 2003
Job Litigation Attorney for New York City Department of Education
Industry Law Practice
Experience
New York City Department of Education October 2007 - Present
Commonwealth of Massachusetts January 2004 - October 2007
Putnam Investments September 2001 - December 2003
Massachusetts Attorney General's Office 1999 - 2000
Skills
Litigation, Real Estate Transactions, Arbitration, Civil Litigation, Contract Negotiation, Due Diligence, Mediation, Legal Writing, Courts, Employment Law, Corporate Law, Appeals
Education
New England School of Law 1998 — 2001
Juris Doctor, Law
West Virginia University 1994 — 1998
Bachelor of Arts (BA), Political Science and Government
New York City Department of Education October 2007 - Present
Commonwealth of Massachusetts January 2004 - October 2007
Putnam Investments September 2001 - December 2003
Massachusetts Attorney General's Office 1999 - 2000
Skills
Litigation, Real Estate Transactions, Arbitration, Civil Litigation, Contract Negotiation, Due Diligence, Mediation, Legal Writing, Courts, Employment Law, Corporate Law, Appeals
Education
New England School of Law 1998 — 2001
Juris Doctor, Law
West Virginia University 1994 — 1998
Bachelor of Arts (BA), Political Science and Government
Rothwell, Chris's Putnam Investments Experience June 1996 - November 1997
Job Senior Sales Manager at Crump Group Inc
Industry Insurance
Experience
Crump Life Insurance Services March 2003 - Present
Columbia Management December 1997 - March 2003
Putnam Investments June 1996 - November 1997
Skills
Insurance Planning, Wealth Management, Wealth Preservation..., Wealth Transfer Planning, Retirement Planning, Estate Planning, Succession Planning, Sales Management, Insurance, Asset Allocation, Life Insurance, Underwriting, Financial Planners, Disability Insurance, Fixed Annuities, Business Planning, Wealth, Term Life Insurance, Investments, Long Term Care Insurance, Universal Life
Education
Muhlenberg College 1992 — 1996
BA, English and Philosphy
Franklin High Shool 1988 — 1992
Crump Life Insurance Services March 2003 - Present
Columbia Management December 1997 - March 2003
Putnam Investments June 1996 - November 1997
Skills
Insurance Planning, Wealth Management, Wealth Preservation..., Wealth Transfer Planning, Retirement Planning, Estate Planning, Succession Planning, Sales Management, Insurance, Asset Allocation, Life Insurance, Underwriting, Financial Planners, Disability Insurance, Fixed Annuities, Business Planning, Wealth, Term Life Insurance, Investments, Long Term Care Insurance, Universal Life
Education
Muhlenberg College 1992 — 1996
BA, English and Philosphy
Franklin High Shool 1988 — 1992
Kristin Souza's Putnam Investments Experience July 2004 - November 2011
Job Senior Reporting Analyst at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management January 2012 - Present
Putnam Investments July 2004 - November 2011
Putnam Investments August 2000 - July 2004
Skills
Mutual Funds, Business Analysis, Portfolio Management, Analysis, Management, Accounting, Financial Services, Forecasting, Financial Analysis, Leadership, Investments, Equities, Fixed Income, Financial Modeling, Bloomberg
Education
Mount Ida College 1995 — 1999
Bachelor's degree
Sandwich High School 1991 — 1995
Manulife Asset Management January 2012 - Present
Putnam Investments July 2004 - November 2011
Putnam Investments August 2000 - July 2004
Skills
Mutual Funds, Business Analysis, Portfolio Management, Analysis, Management, Accounting, Financial Services, Forecasting, Financial Analysis, Leadership, Investments, Equities, Fixed Income, Financial Modeling, Bloomberg
Education
Mount Ida College 1995 — 1999
Bachelor's degree
Sandwich High School 1991 — 1995
Dottie Jones's Putnam Investments Experience January 1985 - October 2004
Job AVP at Eaton Vance
Industry Financial Services
Experience
Eaton Vance August 2012 - Present
CGI Federal May 2011 - August 2012
Fidelity National Information Services 2007 - May 2010
STATE STREET CORPORATION November 2005 - August 2007
Putnam Investments January 1985 - October 2004
Skills
FINRA Series 6 & 63
Education
Nichols College
Eaton Vance August 2012 - Present
CGI Federal May 2011 - August 2012
Fidelity National Information Services 2007 - May 2010
STATE STREET CORPORATION November 2005 - August 2007
Putnam Investments January 1985 - October 2004
Skills
FINRA Series 6 & 63
Education
Nichols College
Jessica Hitchen's Putnam Investments Experience June 1989 - February 1994
Job Managing Director, Advisor Custom Branding at Addison
Industry Marketing and Advertising
Experience
Addison October 2013 - Present
Wechsler Ross & Partners April 2011 - October 2013
Wechsler Ross & Partners October 2007 - April 2011
JGV Inc September 2001 - October 2007
MFS Investment Management November 1999 - October 2001
Keyport Life Insurance Co. May 1999 - October 1999
Inkspot Communications February 1994 - August 1997
Putnam Investments June 1989 - February 1994
Skills
Marketing Communications, Content Development, Account Management, Corporate Communications, Copywriting, Integrated Marketing, Management, Advertising, Marketing Strategy, Social Media Marketing, Online Marketing, CRM, Digital Marketing
Education
University of Maryland - Robert H. Smith School of Business 1997 — 1999
MBA, Marketing/Finance/Entrepreneurship
Mount Holyoke College 1985 — 1989
AB, Rom. Languages and LIterature
Addison October 2013 - Present
Wechsler Ross & Partners April 2011 - October 2013
Wechsler Ross & Partners October 2007 - April 2011
JGV Inc September 2001 - October 2007
MFS Investment Management November 1999 - October 2001
Keyport Life Insurance Co. May 1999 - October 1999
Inkspot Communications February 1994 - August 1997
Putnam Investments June 1989 - February 1994
Skills
Marketing Communications, Content Development, Account Management, Corporate Communications, Copywriting, Integrated Marketing, Management, Advertising, Marketing Strategy, Social Media Marketing, Online Marketing, CRM, Digital Marketing
Education
University of Maryland - Robert H. Smith School of Business 1997 — 1999
MBA, Marketing/Finance/Entrepreneurship
Mount Holyoke College 1985 — 1989
AB, Rom. Languages and LIterature
Raymond Fortier's Putnam Investments Experience 1999 - 2001
Job Sr. VoIP Telecom Engineer at Commonwealth of Massachusetts
Industry Telecommunications
Experience
Commonwealth of Massachusetts February 2011 - Present
Commonwealth of Massachusetts May 2006 - January 2011
Abt Associates 2003 - 2006
Yar's Computer Service 2001 - 2003
Vinyl - X Games July 2002 - September 2002
Putnam Investments 1999 - 2001
Putnam Investments 1998 - 1999
Aerotek 1997 - 1998
Layer One Communications Corp. 1997 - 1997
DELTA Cable & Wireless Co, Inc. 1996 - 1996
Skills
Avaya Site..., Avaya Aura, Microsoft Excel, Microsoft Office, Microsoft Word, Databases, Data Analysis, Telecommunications, Telephone, Television, Teleconferencing, Video Conferencing, Audio Conferencing, Video Production, Video Editing, Computer Program, Avaya Communication..., Computer Repair, Visual Basic, Visual Studio, Avaya IP Telephony, Linux, Unix, Windows NT, Windows Vista, Avaya, Perl, Lotus Notes, Crystal Reports, JavaScript, MySQL, Oracle, ASP, HTML, PHP, Java, Routers, SIP, Computer Hardware, Telephony, Troubleshooting, Network Design, TCP/IP, Operating Systems, Disaster Recovery, Software Documentation, System Administration, Access, LAN-WAN, Voice Mail
Education
North Shore Community College 1997 — 2000
Henkels and McCoy 1993 — 1994
Certified Cable Technician/Security and Fire Alarm Installation Technician
Amesbury High School 1989 — 1993
Commonwealth of Massachusetts February 2011 - Present
Commonwealth of Massachusetts May 2006 - January 2011
Abt Associates 2003 - 2006
Yar's Computer Service 2001 - 2003
Vinyl - X Games July 2002 - September 2002
Putnam Investments 1999 - 2001
Putnam Investments 1998 - 1999
Aerotek 1997 - 1998
Layer One Communications Corp. 1997 - 1997
DELTA Cable & Wireless Co, Inc. 1996 - 1996
Skills
Avaya Site..., Avaya Aura, Microsoft Excel, Microsoft Office, Microsoft Word, Databases, Data Analysis, Telecommunications, Telephone, Television, Teleconferencing, Video Conferencing, Audio Conferencing, Video Production, Video Editing, Computer Program, Avaya Communication..., Computer Repair, Visual Basic, Visual Studio, Avaya IP Telephony, Linux, Unix, Windows NT, Windows Vista, Avaya, Perl, Lotus Notes, Crystal Reports, JavaScript, MySQL, Oracle, ASP, HTML, PHP, Java, Routers, SIP, Computer Hardware, Telephony, Troubleshooting, Network Design, TCP/IP, Operating Systems, Disaster Recovery, Software Documentation, System Administration, Access, LAN-WAN, Voice Mail
Education
North Shore Community College 1997 — 2000
Henkels and McCoy 1993 — 1994
Certified Cable Technician/Security and Fire Alarm Installation Technician
Amesbury High School 1989 — 1993
Keyur Valia's Putnam Investments Experience 1996 - 2004
Job Systems Analyst at AonHewitt
Industry Information Technology and Services
Experience
Aon Hewitt June 2009 - Present
Mercer January 2005 - November 2009
Putnam Investments 1996 - 2004
Skills
Business Analysis, Employee Benefits, Outsourcing, Requirements Analysis, SDLC
Education
New Jersey Institute of Technology 1991 — 1992
B.S, Industrial Engineering
Aon Hewitt June 2009 - Present
Mercer January 2005 - November 2009
Putnam Investments 1996 - 2004
Skills
Business Analysis, Employee Benefits, Outsourcing, Requirements Analysis, SDLC
Education
New Jersey Institute of Technology 1991 — 1992
B.S, Industrial Engineering
Robbin Saunders's Putnam Investments Experience 1993 - 2004
Job Vice President, Executive Relationship Manager at New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management March 2011 - Present
Mercer January 2005 - August 2010
Putnam Investments 1993 - 2004
Skills
Mutual Funds, ERISA, Defined Benefit, Series 7, 401k, Series 63, Retirement, Employee Benefits, Relationship Management, Retirement Benefits, Public Speaking
Education
Mount Holyoke College 1977 — 1981
Milton Academy
Milton Academy
New York Life Investment Management March 2011 - Present
Mercer January 2005 - August 2010
Putnam Investments 1993 - 2004
Skills
Mutual Funds, ERISA, Defined Benefit, Series 7, 401k, Series 63, Retirement, Employee Benefits, Relationship Management, Retirement Benefits, Public Speaking
Education
Mount Holyoke College 1977 — 1981
Milton Academy
Milton Academy
Jason Toohey's Putnam Investments Experience March 2014 - Present
Job Application Manager at Putnam Investments
Industry Information Technology and Services
Experience
Putnam Investments March 2014 - Present
Putnam Investments February 2006 - March 2014
Putnam Investments April 2002 - February 2006
Putnam Investments July 1999 - April 2002
Putnam Investments June 1997 - July 1999
Oxford Heath Plans March 1995 - June 1997
Skills
Project Management, Business Systems..., Software Development..., Agile Methodologies, Corporate Actions, Back Office, Fund Accounting, Microsoft Excel, Microsoft Word, Microsoft Project, PowerPoint, Oracle SQL Developer, Filezilla, Beyond Compare, TextPad, Requirements Analysis
Education
New England College 1990 — 1994
Bachelor's Degree, Business Administration and Management, General
Alvirne High School 1986 — 1990
High School
Putnam Investments March 2014 - Present
Putnam Investments February 2006 - March 2014
Putnam Investments April 2002 - February 2006
Putnam Investments July 1999 - April 2002
Putnam Investments June 1997 - July 1999
Oxford Heath Plans March 1995 - June 1997
Skills
Project Management, Business Systems..., Software Development..., Agile Methodologies, Corporate Actions, Back Office, Fund Accounting, Microsoft Excel, Microsoft Word, Microsoft Project, PowerPoint, Oracle SQL Developer, Filezilla, Beyond Compare, TextPad, Requirements Analysis
Education
New England College 1990 — 1994
Bachelor's Degree, Business Administration and Management, General
Alvirne High School 1986 — 1990
High School
Christopher Link's Putnam Investments Experience November 1998 - March 2013
Job Creative Director at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments March 2013 - Present
Putnam Investments November 1998 - March 2013
Link, Ink. Publishing January 1996 - 2012
Scudder Investments September 1994 - January 1996
Skills
Financial services..., Managing team of..., Untangling legalese, Web content, Financial Services, Team Management, Legal Writing, Web Content, Advertising, Integrated Marketing, Editing, Investments, Social Media, Editorial, Marketing, Online Advertising, Direct Marketing, Blogging, Social Media Marketing, Email Marketing, Copywriting, Creative Writing, Strategy, Marketing Communications, Content Strategy
Education
Northeastern University 1994 — 1995
Graduate School of Journalism
State University of New York College at Geneseo 1984 — 1988
B.A., Economics
Carmel High School 1980 — 1984
John Hancock Investments March 2013 - Present
Putnam Investments November 1998 - March 2013
Link, Ink. Publishing January 1996 - 2012
Scudder Investments September 1994 - January 1996
Skills
Financial services..., Managing team of..., Untangling legalese, Web content, Financial Services, Team Management, Legal Writing, Web Content, Advertising, Integrated Marketing, Editing, Investments, Social Media, Editorial, Marketing, Online Advertising, Direct Marketing, Blogging, Social Media Marketing, Email Marketing, Copywriting, Creative Writing, Strategy, Marketing Communications, Content Strategy
Education
Northeastern University 1994 — 1995
Graduate School of Journalism
State University of New York College at Geneseo 1984 — 1988
B.A., Economics
Carmel High School 1980 — 1984
Shawn Whitehead, CMFC® CRPS®'s Putnam Investments Experience July 2001 - May 2005
Job Regional Vice President, National Account Manager at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US August 2009 - Present
Columbia Threadneedle Investments, US March 2006 - July 2009
Bank of America May 2005 - March 2006
Putnam Investments July 2001 - May 2005
Skills
CMFC, Series 7, Series 6, Series 66, Series 63, Mutual Funds, Asset Allocation, Investments, 401k, Uniform Combined State..., Asset Management, Series 65, Wealth Management, Alternative Investments, Investment Strategies, Relationship Management
Education
New England College 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration
Columbia Threadneedle Investments, US August 2009 - Present
Columbia Threadneedle Investments, US March 2006 - July 2009
Bank of America May 2005 - March 2006
Putnam Investments July 2001 - May 2005
Skills
CMFC, Series 7, Series 6, Series 66, Series 63, Mutual Funds, Asset Allocation, Investments, 401k, Uniform Combined State..., Asset Management, Series 65, Wealth Management, Alternative Investments, Investment Strategies, Relationship Management
Education
New England College 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration
Christopher Moss CRPC®'s Putnam Investments Experience 2001 - 2004
Job Internal Advisor Consultant at PIMCO
Industry Financial Services
Experience
PIMCO March 2011 - Present
AXA Distributors May 2008 - January 2011
AXA Distributors October 2004 - May 2008
Putnam Investments 2001 - 2004
Skills
Series 63, Mutual Funds, Fixed Annuities, Investments, Series 6, Series 7, Separately Managed..., Asset Allocation, 401k, Alternative Investments, Securities, Retirement Planning, FINRA, Series 24, Wealth Management, Retirement, Series 65, ETFs, Asset Management, Investment Strategies, Financial Services, Investment Advisory, Financial Advisory, Fixed Income, Equities, Relationship Management, IRAs, Strategic Financial..., Defined Contribution, Insurance, Bonds, Wealth Management..., Closed-end Funds, Sales Management
Education
University of Massachusetts, Amherst 1997 — 2000
Nichols College 1995 — 1996
PIMCO March 2011 - Present
AXA Distributors May 2008 - January 2011
AXA Distributors October 2004 - May 2008
Putnam Investments 2001 - 2004
Skills
Series 63, Mutual Funds, Fixed Annuities, Investments, Series 6, Series 7, Separately Managed..., Asset Allocation, 401k, Alternative Investments, Securities, Retirement Planning, FINRA, Series 24, Wealth Management, Retirement, Series 65, ETFs, Asset Management, Investment Strategies, Financial Services, Investment Advisory, Financial Advisory, Fixed Income, Equities, Relationship Management, IRAs, Strategic Financial..., Defined Contribution, Insurance, Bonds, Wealth Management..., Closed-end Funds, Sales Management
Education
University of Massachusetts, Amherst 1997 — 2000
Nichols College 1995 — 1996
Dan Castonguay's Putnam Investments Experience August 2009 - February 2010
Job Sr.Project Manager
Industry Telecommunications
Experience
Presidieo Network Solutions June 2010 - October 2010
Putnam Investments August 2009 - February 2010
Liberty Mutual Insurance 2007 - 2009
Education
North Shore Community College
AS, Technical Writing
North Shore Community College
AS, Manufacturing Engineering
University of Lowell
BS, Business
Presidieo Network Solutions June 2010 - October 2010
Putnam Investments August 2009 - February 2010
Liberty Mutual Insurance 2007 - 2009
Education
North Shore Community College
AS, Technical Writing
North Shore Community College
AS, Manufacturing Engineering
University of Lowell
BS, Business
Aideen Snell's Putnam Investments Experience 1996 - 1999
Job Service Excellence Program Manager, Beth Israel Deaconess Medical Center Boston
Industry Hospital & Health Care
Experience
Beth Israel Deaconess Medical Center April 2012 - Present
Beth Israel Deaconess Medical Center March 2005 - August 2012
Greater Lawrence Family Health Center 2006 - 2007
Melmark New England July 2001 - April 2005
Payette Associates September 2000 - February 2001
Modern Assistance Program 1999 - 2000
Putnam Investments 1996 - 1999
Skills
Employee Relations, Employee Training, Healthcare, Human Resources, Organizational..., Performance Management, Program Management, Recruiting, Talent Acquisition, Training, Onboarding, Change Management, Leadership, Process Improvement, HRIS, Coaching
Education
Salem State University 1999 — 2000
Master of Social Work, Health and Mental Health - EAP Focus
Niagara University 1990 — 1994
BSW, Health and Mental Health
Beth Israel Deaconess Medical Center April 2012 - Present
Beth Israel Deaconess Medical Center March 2005 - August 2012
Greater Lawrence Family Health Center 2006 - 2007
Melmark New England July 2001 - April 2005
Payette Associates September 2000 - February 2001
Modern Assistance Program 1999 - 2000
Putnam Investments 1996 - 1999
Skills
Employee Relations, Employee Training, Healthcare, Human Resources, Organizational..., Performance Management, Program Management, Recruiting, Talent Acquisition, Training, Onboarding, Change Management, Leadership, Process Improvement, HRIS, Coaching
Education
Salem State University 1999 — 2000
Master of Social Work, Health and Mental Health - EAP Focus
Niagara University 1990 — 1994
BSW, Health and Mental Health
Chris Slavin's Putnam Investments Experience 2001 - 2006
Job Client Service Manager at Putnam Investments
Industry Financial Services
Experience
Mercer Client Service ManagerPutnam InvestmentsFebruary 2012 - Present
Putnam Investments 2001 - 2006
Skills
Financial Services
Education
Mount Washington College 1988 — 1990
Associates, Business
Pelham High School
Mercer Client Service ManagerPutnam InvestmentsFebruary 2012 - Present
Putnam Investments 2001 - 2006
Skills
Financial Services
Education
Mount Washington College 1988 — 1990
Associates, Business
Pelham High School
Renee Fontaine's Putnam Investments Experience October 2007 - May 2008
Job Alternative Investment Regulatory Control Specialist
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
BNY Mellon October 2009 - July 2013
J.P. Morgan February 2009 - July 2009
Putnam Investments October 2007 - May 2008
Education
University of Massachusetts Lowell 2003 — 2008
Bachelor of Science (B.S.), Finance, General
Middlesex Community College 2005 — 2007
Associate of Science (A.S.), Business Administration and Management, General
BNY Mellon August 2013 - Present
BNY Mellon October 2009 - July 2013
J.P. Morgan February 2009 - July 2009
Putnam Investments October 2007 - May 2008
Education
University of Massachusetts Lowell 2003 — 2008
Bachelor of Science (B.S.), Finance, General
Middlesex Community College 2005 — 2007
Associate of Science (A.S.), Business Administration and Management, General
Shelagh Donahue's Putnam Investments Experience January 2014 - Present
Job Recruiting Investment Professionals and Administrative Staff at Putnam Investments
Industry Investment Management
Experience
Putnam Investments January 2014 - Present
Putnam Investments July 2011 - December 2013
Putnam Investments July 2008 - June 2011
Putnam Investments September 2003 - June 2008
Corning Incorporated March 1999 - July 2001
Skills
General Administrative..., College Recruiting, Internet Recruiting, Employee Relations, Project Planning, Communication Skills, Multi Tasking, Project Coordination, Coaching, Human Resources, Temporary Placement, Deferred Compensation, Interviews, Recruiting, Onboarding, Job Fairs, PeopleSoft
Education
Middlesex Community College
Business Administration
Putnam Investments January 2014 - Present
Putnam Investments July 2011 - December 2013
Putnam Investments July 2008 - June 2011
Putnam Investments September 2003 - June 2008
Corning Incorporated March 1999 - July 2001
Skills
General Administrative..., College Recruiting, Internet Recruiting, Employee Relations, Project Planning, Communication Skills, Multi Tasking, Project Coordination, Coaching, Human Resources, Temporary Placement, Deferred Compensation, Interviews, Recruiting, Onboarding, Job Fairs, PeopleSoft
Education
Middlesex Community College
Business Administration
Ed Ford's Putnam Investments Experience 1997 - 1997
Job Real Estate Sales agent
Industry Information Technology and Services
Experience
Molisse Realty Group, LLC January 2014 - December 2014
New Balance January 2014 - September 2014
MSPY Retail November 2012 - December 2012
Acushnet Golf May 2012 - August 2012
Reebok October 2008 - January 2010
American Student Assistance 2008 - 2008
Gillette November 1997 - September 2007
Putnam Investments 1997 - 1997
WMSX Radio 1990 - 1995
output technologies, inc. 1990 - 1995
Skills
Networking, PeopleSoft, Vendor Management, Salesforce.com, Team Leadership, Account Management, CRM, Business Analysis, Visio, Cross-functional Team..., Lotus Notes, Leadership, Team Building, Project Management, Analysis, Management, Training, Program Management, Process Improvement, Project Planning, Business Process..., Information Technology, Access, Sales
Education
Northeastern University 1996 — 2007
BS, Information Technology
Northeastern University 1996 — 2007
BS, Information Technology
Rockland High School
Molisse Realty Group, LLC January 2014 - December 2014
New Balance January 2014 - September 2014
MSPY Retail November 2012 - December 2012
Acushnet Golf May 2012 - August 2012
Reebok October 2008 - January 2010
American Student Assistance 2008 - 2008
Gillette November 1997 - September 2007
Putnam Investments 1997 - 1997
WMSX Radio 1990 - 1995
output technologies, inc. 1990 - 1995
Skills
Networking, PeopleSoft, Vendor Management, Salesforce.com, Team Leadership, Account Management, CRM, Business Analysis, Visio, Cross-functional Team..., Lotus Notes, Leadership, Team Building, Project Management, Analysis, Management, Training, Program Management, Process Improvement, Project Planning, Business Process..., Information Technology, Access, Sales
Education
Northeastern University 1996 — 2007
BS, Information Technology
Northeastern University 1996 — 2007
BS, Information Technology
Rockland High School
Evan Stein's Putnam Investments Experience January 2009 - November 2009
Job
Industry Venture Capital & Private Equity
Experience
Battery Ventures August 2014 - Present
Battery Ventures August 2012 - July 2014
IDEA: Northeastern's Venture Accelerator August 2011 - August 2012
Piper Jaffray January 2011 - July 2011
IDEA: Northeastern's Venture Accelerator May 2010 - December 2010
The Boston Consulting Group January 2010 - June 2010
Putnam Investments January 2009 - November 2009
Skills
Entrepreneurship, Venture Capital, Financial Modeling, Private Equity, Due Diligence, Business Development, Analysis, Valuation, Financial Analysis
Education
Northeastern University
Bachelor of Science Degree in Business Administration
London School of Economics
Tel Aviv University
Battery Ventures August 2014 - Present
Battery Ventures August 2012 - July 2014
IDEA: Northeastern's Venture Accelerator August 2011 - August 2012
Piper Jaffray January 2011 - July 2011
IDEA: Northeastern's Venture Accelerator May 2010 - December 2010
The Boston Consulting Group January 2010 - June 2010
Putnam Investments January 2009 - November 2009
Skills
Entrepreneurship, Venture Capital, Financial Modeling, Private Equity, Due Diligence, Business Development, Analysis, Valuation, Financial Analysis
Education
Northeastern University
Bachelor of Science Degree in Business Administration
London School of Economics
Tel Aviv University
Mike Vessels's Putnam Investments Experience 1987 - 1992
Job President FS2 Capital Partners, an affiliate of Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners January 2013 - Present
FundCore Finance Group April 2009 - May 2012
AIM/INVESCO 1993 - 2003
Putnam Investments 1987 - 1992
Education
Montana State University-Bozeman 1974 — 1978
BS, Marketing
Franklin Square Capital Partners January 2013 - Present
FundCore Finance Group April 2009 - May 2012
AIM/INVESCO 1993 - 2003
Putnam Investments 1987 - 1992
Education
Montana State University-Bozeman 1974 — 1978
BS, Marketing
Elizabeth Grindel, CPA's Putnam Investments Experience July 2002 - March 2004
Job Associate Director of Accounting and Corporate Controller at Clovis Oncology
Industry Accounting
Experience
Clovis Oncology August 2014 - Present
Array BioPharma July 2013 - August 2014
John Hancock Investments March 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.) May 2008 - March 2012
Liberty Mutual March 2004 - May 2008
Putnam Investments July 2002 - March 2004
Putnam Investments October 1999 - July 2002
Putnam Investments June 1998 - October 1999
XTRA Corporation September 1997 - June 1998
Deloitte & Touche January 1995 - August 1997
Skills
Financial Reporting, Financial Analysis, Financial Modeling, GAAP, Sarbanes-Oxley, Financial Accounting, Accounting, Finance, Technical Accounting..., Analysis, Sarbanes-Oxley Act, Financial Statements, Forecasting, SEC Filings
Education
North Carolina State University - College of Management
BA, Business Management
Northeastern University
MBA, MS, Accounting
Clovis Oncology August 2014 - Present
Array BioPharma July 2013 - August 2014
John Hancock Investments March 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.) May 2008 - March 2012
Liberty Mutual March 2004 - May 2008
Putnam Investments July 2002 - March 2004
Putnam Investments October 1999 - July 2002
Putnam Investments June 1998 - October 1999
XTRA Corporation September 1997 - June 1998
Deloitte & Touche January 1995 - August 1997
Skills
Financial Reporting, Financial Analysis, Financial Modeling, GAAP, Sarbanes-Oxley, Financial Accounting, Accounting, Finance, Technical Accounting..., Analysis, Sarbanes-Oxley Act, Financial Statements, Forecasting, SEC Filings
Education
North Carolina State University - College of Management
BA, Business Management
Northeastern University
MBA, MS, Accounting
Greg Copeland's Putnam Investments Experience September 1997 - May 1999
Job Customer Service Manager at Roche Bros. Supermarkets
Industry Financial Services
Experience
Roche Bros. Supermarkets December 2012 - Present
Roche Bros. Supermarkets May 2009 - December 2012
State Street May 1999 - December 2008
Putnam Investments September 1997 - May 1999
Education
Clark University 1997 — 1997
Computer Career Institute, Network Administration
Nichols College 1989 — 1994
BS, Busines Admin
Roche Bros. Supermarkets December 2012 - Present
Roche Bros. Supermarkets May 2009 - December 2012
State Street May 1999 - December 2008
Putnam Investments September 1997 - May 1999
Education
Clark University 1997 — 1997
Computer Career Institute, Network Administration
Nichols College 1989 — 1994
BS, Busines Admin
Jay Greenberg's Putnam Investments Experience 1998 - 2004
Job Project Manager at ShoreGroup
Industry Information Technology and Services
Experience
ShoreGroup November 2014 - Present
Cisco Systems January 2012 - November 2014
Cisco Systems 2004 - November 2014
Putnam Investments 1998 - 2004
Merisel 1989 - 1994
Skills
Disaster Recovery, Project Management, PMP, Business Analysis, Vendor Management, VoIP, Program Management, Telecommunications, Management, Cloud Computing, Consulting, Enterprise Software
Education
New York Institute of Technology
ShoreGroup November 2014 - Present
Cisco Systems January 2012 - November 2014
Cisco Systems 2004 - November 2014
Putnam Investments 1998 - 2004
Merisel 1989 - 1994
Skills
Disaster Recovery, Project Management, PMP, Business Analysis, Vendor Management, VoIP, Program Management, Telecommunications, Management, Cloud Computing, Consulting, Enterprise Software
Education
New York Institute of Technology
James Reposa's Putnam Investments Experience 2003 - 2008
Job Experienced Financial Analyst
Industry Financial Services
Experience
Technisource Inc. August 2009 - September 2010
Putnam Investments 2003 - 2008
Putnam Investments 1999 - 2003
Putnam Investments 1997 - 1999
Putnam Investments 1995 - 1997
Putnam Investments 1993 - 1995
State Street Bank 1991 - 1993
Skills
Finance, Financial Analysis, Financial Modeling
Education
University of Massachusetts Dartmouth 1989 — 1991
BS, Finance
Northeastern University 1984 — 1987
Technisource Inc. August 2009 - September 2010
Putnam Investments 2003 - 2008
Putnam Investments 1999 - 2003
Putnam Investments 1997 - 1999
Putnam Investments 1995 - 1997
Putnam Investments 1993 - 1995
State Street Bank 1991 - 1993
Skills
Finance, Financial Analysis, Financial Modeling
Education
University of Massachusetts Dartmouth 1989 — 1991
BS, Finance
Northeastern University 1984 — 1987
Tim Tolios's Putnam Investments Experience January 2014 - Present
Job Senior Control Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2014 - Present
John Hancock Investments 2013 - 2014
Affiliated Computer Services / Xerox Corporation 2012 - 2013
The Colbent Corporation 2010 - 2012
Evergreen Investments / Wells Fargo 2002 - 2009
Evergreen Investments 1999 - 2002
Evergreen Investments 1994 - 1999
The Colbent Corporation 1993 - 1994
Eastmark Consulting 1992 - 1993
Skills
Financial Services, Mutual Funds, Securities, Account Reconciliation, Equities, Leadership, Mergers & Acquisitions, Relationship Management, Fixed Income, Capital Markets, Risk Management, Mergers, Asset Management, Bloomberg, Banking, Series 63, Series 7
Education
Ipswich High School
Northeastern University
Bachelor of Arts (B.A.), Economics
North Shore Community College
Certificate, Business Accounting & Financial Software
Putnam Investments January 2014 - Present
John Hancock Investments 2013 - 2014
Affiliated Computer Services / Xerox Corporation 2012 - 2013
The Colbent Corporation 2010 - 2012
Evergreen Investments / Wells Fargo 2002 - 2009
Evergreen Investments 1999 - 2002
Evergreen Investments 1994 - 1999
The Colbent Corporation 1993 - 1994
Eastmark Consulting 1992 - 1993
Skills
Financial Services, Mutual Funds, Securities, Account Reconciliation, Equities, Leadership, Mergers & Acquisitions, Relationship Management, Fixed Income, Capital Markets, Risk Management, Mergers, Asset Management, Bloomberg, Banking, Series 63, Series 7
Education
Ipswich High School
Northeastern University
Bachelor of Arts (B.A.), Economics
North Shore Community College
Certificate, Business Accounting & Financial Software
Christopher Kulick, CIMA's Putnam Investments Experience January 2001 - June 2003
Job VP, Financial Advisor at CAPTRUST
Industry Financial Services
Experience
CAPTRUST March 2010 - Present
Delaware Investments June 2004 - March 2010
Putnam Investments January 2001 - June 2003
Skills
Retirement Planning, Investments, 401k, Financial Services, Series 7, Asset Allocation, Series 63, Investment Advisory, Fiduciary, Mutual Funds, Alternative Investments, Retirement, Non-Qualified Deferred..., Pensions, Defined Benefit, Defined Contribution, 403 b, 457 Plans
Education
Northeastern University
Wissahickon High School
CAPTRUST March 2010 - Present
Delaware Investments June 2004 - March 2010
Putnam Investments January 2001 - June 2003
Skills
Retirement Planning, Investments, 401k, Financial Services, Series 7, Asset Allocation, Series 63, Investment Advisory, Fiduciary, Mutual Funds, Alternative Investments, Retirement, Non-Qualified Deferred..., Pensions, Defined Benefit, Defined Contribution, 403 b, 457 Plans
Education
Northeastern University
Wissahickon High School
Pratibha Shettigar's Putnam Investments Experience July 2009 - November 2010
Job Senior Associate Projects at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions February 2014 - Present
Wellington Management November 2012 - February 2014
Wipro Technologies July 2009 - February 2014
Putnam Investments July 2009 - November 2010
Wipro Technologies August 2008 - July 2009
Cognizant Technology Solutions July 2005 - June 2006
Skills
Informatica, Shell Scripting, Data Warehousing, Autosys, Unix, Oracle SQL, SQL, Databases, SDLC, ETL, Business Intelligence, Data Migration, Testing, DB2
Education
National Institute of Technology Surat 2001 — 2005
B.E, Electrical
Seventh Day Adventist, Surat 1986 — 2001
Cognizant Technology Solutions February 2014 - Present
Wellington Management November 2012 - February 2014
Wipro Technologies July 2009 - February 2014
Putnam Investments July 2009 - November 2010
Wipro Technologies August 2008 - July 2009
Cognizant Technology Solutions July 2005 - June 2006
Skills
Informatica, Shell Scripting, Data Warehousing, Autosys, Unix, Oracle SQL, SQL, Databases, SDLC, ETL, Business Intelligence, Data Migration, Testing, DB2
Education
National Institute of Technology Surat 2001 — 2005
B.E, Electrical
Seventh Day Adventist, Surat 1986 — 2001
Catherine Kennedy's Putnam Investments Experience 1997 - 2002
Job Chairman, Board of Trustees at Lanteri Charitable Trust
Industry Investment Management
Experience
Lanteri Charitable Trust 2006 - Present
La Casa del Español 2012 - 2014
Lanteri Charitable Trust 2003 - 2006
Putnam Investments 1997 - 2002
Morgan Stanley 1994 - 1997
Lehman Brothers 1992 - 1994
Bank of America 1988 - 1992
Pfizer 1982 - 1984
Skills
Pension Funds, Asset Managment, Equities, Mergers, Valuation, Investment Banking, Fixed Income, Alternative Investments, Investment Management, Corporate Governance, Hedge Funds, Investments, Corporate Finance, Change Management, Venture Capital, Public Speaking, Portfolio Management, Business Planning, Private Equity, Financial Analysis, Asset Allocation, Strategy, Executive Management, Equity Research, Capital Markets, Financial Services, Bonds, Due Diligence, Investor Relations, Corporate Development, Investment Strategies, Financial Modeling, IPO, Start-ups, Finance, Emerging Markets, Mutual Funds, High Yield Bonds, Mergers & Acquisitions, Asset Management
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
Stockholm School of Economics
Post Graduate Fellowship, International Business
Mount Holyoke College
Bachelor's degree, Biochemistry
Lanteri Charitable Trust 2006 - Present
La Casa del Español 2012 - 2014
Lanteri Charitable Trust 2003 - 2006
Putnam Investments 1997 - 2002
Morgan Stanley 1994 - 1997
Lehman Brothers 1992 - 1994
Bank of America 1988 - 1992
Pfizer 1982 - 1984
Skills
Pension Funds, Asset Managment, Equities, Mergers, Valuation, Investment Banking, Fixed Income, Alternative Investments, Investment Management, Corporate Governance, Hedge Funds, Investments, Corporate Finance, Change Management, Venture Capital, Public Speaking, Portfolio Management, Business Planning, Private Equity, Financial Analysis, Asset Allocation, Strategy, Executive Management, Equity Research, Capital Markets, Financial Services, Bonds, Due Diligence, Investor Relations, Corporate Development, Investment Strategies, Financial Modeling, IPO, Start-ups, Finance, Emerging Markets, Mutual Funds, High Yield Bonds, Mergers & Acquisitions, Asset Management
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
Stockholm School of Economics
Post Graduate Fellowship, International Business
Mount Holyoke College
Bachelor's degree, Biochemistry
Lisa Finkel's Putnam Investments Experience 1985 - 1986
Job Head Cat Wrangler, Provocateur, Wordsmith and Feline Philanthropist
Industry Investment Management
Experience
Finkel 2.0 January 2010 - Present
Wellington Management February 1991 - December 2009
Fidelity Investments 1986 - 1991
Putnam Investments 1985 - 1986
Skills
Brand Management, Marketing, Marketing Strategy, Financial Services, Internal Communications, Strategy, Integrated Marketing, Marketing Communications, Social Media, Social Media Marketing, Strategic Communications, Digital Marketing, Email Marketing, Feline Management, Competitive Analysis, Corporate Communications, Fundraising, Bilingual in Lolspeak, Event Planning, Market Research
Education
Mount Holyoke College 1973 — 1977
AB, American Studies
Finkel 2.0 January 2010 - Present
Wellington Management February 1991 - December 2009
Fidelity Investments 1986 - 1991
Putnam Investments 1985 - 1986
Skills
Brand Management, Marketing, Marketing Strategy, Financial Services, Internal Communications, Strategy, Integrated Marketing, Marketing Communications, Social Media, Social Media Marketing, Strategic Communications, Digital Marketing, Email Marketing, Feline Management, Competitive Analysis, Corporate Communications, Fundraising, Bilingual in Lolspeak, Event Planning, Market Research
Education
Mount Holyoke College 1973 — 1977
AB, American Studies
Teresa Gorham-Earl's Putnam Investments Experience August 2005 - December 2009
Job Broker Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2010 - Present
Putnam Investments August 2005 - December 2009
Putnam Investments February 2002 - August 2005
Putnam Investments January 2001 - January 2002
EQUISERVE LTD January 1998 - April 2001
EQUISERVE LTD January 1991 - January 1998
Education
Newbury College
Paralegal, Studies
Fidelity Investments March 2010 - Present
Putnam Investments August 2005 - December 2009
Putnam Investments February 2002 - August 2005
Putnam Investments January 2001 - January 2002
EQUISERVE LTD January 1998 - April 2001
EQUISERVE LTD January 1991 - January 1998
Education
Newbury College
Paralegal, Studies
Eric DelVecchio's Putnam Investments Experience 1999 - 2005
Job Manulife Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2014 - Present
JP Morgan September 2010 - January 2013
Fidelity Investments February 2005 - January 2010
Putnam Investments 1999 - 2005
Skills
Mutual Funds, Fixed Income, Financial Analysis, Bloomberg, Equities
Education
Nichols College 1994 — 1999
John Hancock Financial Services January 2014 - Present
JP Morgan September 2010 - January 2013
Fidelity Investments February 2005 - January 2010
Putnam Investments 1999 - 2005
Skills
Mutual Funds, Fixed Income, Financial Analysis, Bloomberg, Equities
Education
Nichols College 1994 — 1999
Jon Leahy's Putnam Investments Experience October 1991 - Present
Job Relationship Manager at EMPOWER Retirement
Industry Financial Services
Experience
Putnam Investments October 1991 - Present
Skills
Mutual Funds, 401k, Financial Services, Series 63, Investments, Series 7, Retirement, Retirement Planning, Pensions, Relationship Management
Education
Nichols College 1987 — 1991
BSBA, Business Administration
Putnam Investments October 1991 - Present
Skills
Mutual Funds, 401k, Financial Services, Series 63, Investments, Series 7, Retirement, Retirement Planning, Pensions, Relationship Management
Education
Nichols College 1987 — 1991
BSBA, Business Administration
Mark Abaskharoun's Putnam Investments Experience January 2006 - May 2011
Job Business Development Manager at Microfinancial/TimePayment
Industry Financial Services
Experience
Mercedes-Benz of Burlington January 2015 - Present
Microfinancial/TimePayment February 2012 - Present
Putnam Investments January 2006 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Windows, Outlook, Budget, Teaching, HTML, Java, Public Speaking, Editing, Strategic Planning, Salesforce.com, Access, CRM, Call Centers, Finance, Sales, Leadership, Process Improvement
Education
Middlesex Community College 2001 — 2005
Associate's degree, Business Administration, Management and Operations
Burlington High School 1996 — 2000
GED
Mercedes-Benz of Burlington January 2015 - Present
Microfinancial/TimePayment February 2012 - Present
Putnam Investments January 2006 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Windows, Outlook, Budget, Teaching, HTML, Java, Public Speaking, Editing, Strategic Planning, Salesforce.com, Access, CRM, Call Centers, Finance, Sales, Leadership, Process Improvement
Education
Middlesex Community College 2001 — 2005
Associate's degree, Business Administration, Management and Operations
Burlington High School 1996 — 2000
GED
Jean Kirby's Putnam Investments Experience November 2000 - January 2005
Job Business Analyst at Mercer HR Services
Industry Information Technology and Services
Experience
Mercer HR Services January 2005 - Present
metrowest rheumatology 1999 - 2009
Putnam Investments November 2000 - January 2005
Milford Orthopedic Associates June 1983 - November 2000
Skills
Pension Administration, PeopleSoft, Benefits Administration, Lotus Notes, Defined Benefit
Education
Newbury College 1978 — 1980
AS, Physical Therapist Assistant
Mercer HR Services January 2005 - Present
metrowest rheumatology 1999 - 2009
Putnam Investments November 2000 - January 2005
Milford Orthopedic Associates June 1983 - November 2000
Skills
Pension Administration, PeopleSoft, Benefits Administration, Lotus Notes, Defined Benefit
Education
Newbury College 1978 — 1980
AS, Physical Therapist Assistant
Mary Ellen Schindler's Putnam Investments Experience October 2010 - April 2012
Job Copywriter
Industry Writing and Editing
Experience
Santander Bank, N.A. January 2012 - Present
Putnam Investments October 2010 - April 2012
Proteus Design/Brand Copywriter August 2005 - September 2010
Keurig, P&G, Johnson & Johnson March 2000 - July 2005
Cambridge-Pharma Consultancy August 2000 - 2005
Skills
Integrated Marketing, Advertising, Social Media, Copywriting, Creative Strategy, Marketing Strategy, Newsletters, Marketing, Digital Strategy, Marketing Communications, Direct Mail, Trade Shows
Education
Monmouth University
BS, Communication and Media Studies
Santander Bank, N.A. January 2012 - Present
Putnam Investments October 2010 - April 2012
Proteus Design/Brand Copywriter August 2005 - September 2010
Keurig, P&G, Johnson & Johnson March 2000 - July 2005
Cambridge-Pharma Consultancy August 2000 - 2005
Skills
Integrated Marketing, Advertising, Social Media, Copywriting, Creative Strategy, Marketing Strategy, Newsletters, Marketing, Digital Strategy, Marketing Communications, Direct Mail, Trade Shows
Education
Monmouth University
BS, Communication and Media Studies
Michelle Budd's Putnam Investments Experience January 2005 - April 2007
Job ICU at NC State University
Industry Veterinary
Experience
NC State University January 2009 - Present
Veterinary Specialty Hospital September 2011 - January 2015
Evergreen Investments April 2007 - December 2008
Putnam Investments January 2005 - April 2007
Skills
CNA June 2015
Education
North Shore Community College
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.)
NC State University January 2009 - Present
Veterinary Specialty Hospital September 2011 - January 2015
Evergreen Investments April 2007 - December 2008
Putnam Investments January 2005 - April 2007
Skills
CNA June 2015
Education
North Shore Community College
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.)
Keith Lauro's Putnam Investments Experience April 1994 - March 1997
Job Operations Specialist
Industry Construction
Experience
K and M Enterprise January 2005 - Present
Kmart Corporation Logistics Division March 1997 - March 2005
Transportation Consultants of America July 2001 - January 2005
Kmart Corporation 2000 - 2002
Medical Logistics Inc March 2001 - July 2001
Putnam Investments April 1994 - March 1997
Minolta Business Systems March 1993 - March 1994
Arrow Electronics January 1989 - January 1993
Skills
Training, Management, Project Planning, Warehousing, Logistics, Software Documentation, Program Management, Budgets, Purchasing, Analysis, Process Scheduler, Sales, Quality Assurance, Customer Satisfaction, Marketing, Human Resources, Operations Management, Inventory Management, Leadership, Inventory Control, Distribution Center..., Shipping, Team Building
Education
Middlesex Community College
B.S; Associate, Computer
Mount Washington College 1987 — 1989
associates, Management
UMass of Lowell
Bachelor's, management
K and M Enterprise January 2005 - Present
Kmart Corporation Logistics Division March 1997 - March 2005
Transportation Consultants of America July 2001 - January 2005
Kmart Corporation 2000 - 2002
Medical Logistics Inc March 2001 - July 2001
Putnam Investments April 1994 - March 1997
Minolta Business Systems March 1993 - March 1994
Arrow Electronics January 1989 - January 1993
Skills
Training, Management, Project Planning, Warehousing, Logistics, Software Documentation, Program Management, Budgets, Purchasing, Analysis, Process Scheduler, Sales, Quality Assurance, Customer Satisfaction, Marketing, Human Resources, Operations Management, Inventory Management, Leadership, Inventory Control, Distribution Center..., Shipping, Team Building
Education
Middlesex Community College
B.S; Associate, Computer
Mount Washington College 1987 — 1989
associates, Management
UMass of Lowell
Bachelor's, management
Daniel Stead's Putnam Investments Experience October 2006 - Present
Job Account Service Representative II
Industry Financial Services
Experience
Putnam Investments October 2006 - Present
Verizon Communications, Inc. July 2005 - September 2006
AMI Leasing and Fleet Management Services, Inc August 2004 - December 2004
Bay State Medical Systems May 2004 - June 2004
OLD NAVY November 2003 - January 2004
The Clara Martin Center 2001 - 2001
Skills
Troubleshooting, Customer Service, Project Management, Microsoft Office, Call Centers, Lotus Notes, Order Processing, Data Entry, Merchandising, Technical Support, Password Resets, Ghost Imaging, Ticketing Systems, Computer Repair, Time Management, Management, Sales, Microsoft Excel, Team Building, Process Improvement, Access, Microsoft Word
Education
Mount Washington College 1997 — 1999
Associate of Science (A.S.), Small Business Administration/Management
Mount Washington College 1997 — 2001
Bachelors of Science, Business Administration - Management
Putnam Investments October 2006 - Present
Verizon Communications, Inc. July 2005 - September 2006
AMI Leasing and Fleet Management Services, Inc August 2004 - December 2004
Bay State Medical Systems May 2004 - June 2004
OLD NAVY November 2003 - January 2004
The Clara Martin Center 2001 - 2001
Skills
Troubleshooting, Customer Service, Project Management, Microsoft Office, Call Centers, Lotus Notes, Order Processing, Data Entry, Merchandising, Technical Support, Password Resets, Ghost Imaging, Ticketing Systems, Computer Repair, Time Management, Management, Sales, Microsoft Excel, Team Building, Process Improvement, Access, Microsoft Word
Education
Mount Washington College 1997 — 1999
Associate of Science (A.S.), Small Business Administration/Management
Mount Washington College 1997 — 2001
Bachelors of Science, Business Administration - Management
Steven Hartwell's Putnam Investments Experience August 2010 - January 2011
Job Accounting Professional
Industry Accounting
Experience
Putnam Investments August 2010 - January 2011
True Value Company April 2007 - August 2008
H&O Dental Laboratory May 2004 - November 2006
Education
Middlesex Community College
Associate, Applied Science; Dental Laboratory Technology
University of Massachusetts at
Bachelor of Science, Business; Concentration; Accounting and Finance
Putnam Investments August 2010 - January 2011
True Value Company April 2007 - August 2008
H&O Dental Laboratory May 2004 - November 2006
Education
Middlesex Community College
Associate, Applied Science; Dental Laboratory Technology
University of Massachusetts at
Bachelor of Science, Business; Concentration; Accounting and Finance
Ronald Troy's Putnam Investments Experience May 1994 - January 2005
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments June 2007 - June 2011
Mercer January 2005 - June 2007
Putnam Investments May 1994 - January 2005
Education
North Carolina A&T State University
Bachelor of Science, Accounting
Fidelity Investments June 2007 - June 2011
Mercer January 2005 - June 2007
Putnam Investments May 1994 - January 2005
Education
North Carolina A&T State University
Bachelor of Science, Accounting
Jane Larrow's Putnam Investments Experience 1998 - May 2001
Job Vice President at Dodge & Cox
Industry Investment Management
Experience
Dodge & Cox June 2001 - Present
Putnam Investments 1998 - May 2001
Keystone Investment Management 1981 - 1998
Education
Suffolk University 1987 — 1994
Bachelor of Science (BS), Business Administration
Newbury College 1978 — 1980
Associate's degree, Computer Science
Dodge & Cox June 2001 - Present
Putnam Investments 1998 - May 2001
Keystone Investment Management 1981 - 1998
Education
Suffolk University 1987 — 1994
Bachelor of Science (BS), Business Administration
Newbury College 1978 — 1980
Associate's degree, Computer Science
Crystal Phaneuf's Putnam Investments Experience February 2013 - July 2013
Job Participant Services Representative at Putnam Investments
Industry Writing and Editing
Experience
Putnam Investments February 2013 - July 2013
The Gorse Children's Center at Stonybrook January 2011 - May 2011
D'Amour Cancer Center May 2007 - September 2007
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, SPSS, Research, Marketing, Outlook, Editing, PowerPoint, Team Leadership, Management, Social Media Marketing, Time Management, Social Networking, Social Media, Access, Data Analysis, Data Entry, Facebook, Leadership, Market Research, Blogging, Teamwork, Salesforce.com, Training, Analysis, Nonprofits, Event Planning, Fundraising, Public Speaking
Education
Mount Holyoke College 2007 — 2012
Bachelor of Arts (B.A.), English
Putnam Investments February 2013 - July 2013
The Gorse Children's Center at Stonybrook January 2011 - May 2011
D'Amour Cancer Center May 2007 - September 2007
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, SPSS, Research, Marketing, Outlook, Editing, PowerPoint, Team Leadership, Management, Social Media Marketing, Time Management, Social Networking, Social Media, Access, Data Analysis, Data Entry, Facebook, Leadership, Market Research, Blogging, Teamwork, Salesforce.com, Training, Analysis, Nonprofits, Event Planning, Fundraising, Public Speaking
Education
Mount Holyoke College 2007 — 2012
Bachelor of Arts (B.A.), English
Michael DiSalvo's Putnam Investments Experience July 2014 - Present
Job Technical Expert, Disaster Recovery at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2014 - Present
Putnam Investments April 2013 - July 2014
Putnam Investments April 2012 - April 2013
Putnam Investments July 2010 - April 2012
Skills
Computer Hardware, Computer Repair, Computer Security, Customer Service, Customer Satisfaction, Customer Support, Project Coordination, Project Planning, Software Installation, IT Operations, Software Documentation
Education
Southern New Hampshire University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Middlesex Community College 2000 — 2001
Putnam Investments July 2014 - Present
Putnam Investments April 2013 - July 2014
Putnam Investments April 2012 - April 2013
Putnam Investments July 2010 - April 2012
Skills
Computer Hardware, Computer Repair, Computer Security, Customer Service, Customer Satisfaction, Customer Support, Project Coordination, Project Planning, Software Installation, IT Operations, Software Documentation
Education
Southern New Hampshire University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Middlesex Community College 2000 — 2001
Kristie Bauters's Putnam Investments Experience 2006 - Present
Job Correspondence Specialist at Putnam Investments
Industry Financial Services
Experience
Putnam Investments 2006 - Present
Skills
Investments, Financial Services, Mutual Funds, Call Centers
Education
Mount Washington College 1998 — 2001
Bachelor's degree, Criminal Justice and Corrections
Whittier Regional Vocational Technical High School 1983 — 1987
Culinary arts
Putnam Investments 2006 - Present
Skills
Investments, Financial Services, Mutual Funds, Call Centers
Education
Mount Washington College 1998 — 2001
Bachelor's degree, Criminal Justice and Corrections
Whittier Regional Vocational Technical High School 1983 — 1987
Culinary arts
Laura Grove Lowder's Putnam Investments Experience November 1998 - December 2004
Job Financial Services Professional
Industry Financial Services
Experience
NC 529 College Savings Plan October 2008 - February 2014
College Foundation of North Carolina - CFNC July 2006 - October 2008
Benefit Strategies August 2005 - February 2006
Putnam Investments November 1998 - December 2004
Education
North Shore Community College
Associate of Arts (A.A.), Psychology
NC 529 College Savings Plan October 2008 - February 2014
College Foundation of North Carolina - CFNC July 2006 - October 2008
Benefit Strategies August 2005 - February 2006
Putnam Investments November 1998 - December 2004
Education
North Shore Community College
Associate of Arts (A.A.), Psychology