Putnam Investments
Description
Putnam Investments is a privately owned investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Parent organization: Great-West Lifeco Customer service: 00 1 617-292-1000 Number of employees: 1,700+ CEO: Robert L. Reynolds (1 Jul 2008–) Headquarters: Boston, Massachusetts, United States Subsidiaries: PanAgora Asset Management, Inc.,
Putnam Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Putnam Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Putnam Investments Salaries. You can even request information on how much does Putnam Investments pay if you want to. Learn about salaries, pros and cons of working for Putnam Investments directly from the past employees.
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5,113 Putnam Investments employees in database. Find out everything there's to know about Putnam Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Putnam Investments Employees
Employee
Years
Job
Industry
John Reppas John Reppas's Putnam Investments Experience January 1986 - June 1986
Job Manager at Land and Sea Restaurant
Industry Restaurants
Experience
Land and Sea Restaurant July 1997 - Present
MFS Investment Management June 1994 - October 1997
Southmayd Associates, Inc. June 1987 - June 1994
Boston Financial Data Services January 1987 - March 1987
Putnam Investments January 1986 - June 1986
Skills
Retirement Plan..., Hiring Employees, New Hire Training, Employee Scheduling, Payroll, Supply Ordering, Credit Cards, Food Preparation, Cooking, Windows, Mac OS, Microsoft Word, Wordperfect, Microsoft Excel, Keynote, Food Safety
Education
Northeastern University 1983 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General
Land and Sea Restaurant July 1997 - Present
MFS Investment Management June 1994 - October 1997
Southmayd Associates, Inc. June 1987 - June 1994
Boston Financial Data Services January 1987 - March 1987
Putnam Investments January 1986 - June 1986
Skills
Retirement Plan..., Hiring Employees, New Hire Training, Employee Scheduling, Payroll, Supply Ordering, Credit Cards, Food Preparation, Cooking, Windows, Mac OS, Microsoft Word, Wordperfect, Microsoft Excel, Keynote, Food Safety
Education
Northeastern University 1983 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General
Tomas Dicpinigaitis Tomas Dicpinigaitis's Putnam Investments Experience December 2010 - July 2011
Job Investment Banking Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2014 - Present
UBS Investment Bank January 2013 - June 2013
UBP Asset Management January 2012 - June 2012
Putnam Investments December 2010 - July 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Bloomberg, Financial Analysis, Credit Analysis, Credit Risk, Morningstar, Morningstar..., Lithuanian, Mutual Funds, Hedge Funds, Fund Of Funds, Fund Accounting, Alternative Investments, Stata, Access, Salesforce.com, Capital Markets
Education
Northeastern University 2009 — 2014
B.S. Economics and Business Administration with Concentration in Finance
London School of Economics and Political Science 2012 — 2012
Summer Program '12, Alternative Investments; Econ. of European Integration
UBS Investment Bank July 2014 - Present
UBS Investment Bank January 2013 - June 2013
UBP Asset Management January 2012 - June 2012
Putnam Investments December 2010 - July 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Bloomberg, Financial Analysis, Credit Analysis, Credit Risk, Morningstar, Morningstar..., Lithuanian, Mutual Funds, Hedge Funds, Fund Of Funds, Fund Accounting, Alternative Investments, Stata, Access, Salesforce.com, Capital Markets
Education
Northeastern University 2009 — 2014
B.S. Economics and Business Administration with Concentration in Finance
London School of Economics and Political Science 2012 — 2012
Summer Program '12, Alternative Investments; Econ. of European Integration
Karyssa DeSorbo Karyssa DeSorbo's Putnam Investments Experience May 2015 - Present
Job Senior Corporate Accountant at Putnam Investments
Industry Financial Services
Experience
Putnam Investments May 2015 - Present
Putnam Investments January 2014 - Present
Art in Motion Academy of Dance September 2007 - Present
LPL Financial August 2013 - October 2013
HarborOne Credit Union August 2012 - April 2013
Self-Employed September 2008 - July 2012
PMC Machining and Manufacturing June 2011 - August 2011
Skills
Motivated self-starter, Organized with Strong..., Financial Analysis, Microsoft Office, Finance, Accounting, Communication Skills, Training, Customer Service, Microsoft Excel, Technology Process..., SAP, Banking, Oracle, QuickBooks, Outlook, Public Speaking, PowerPoint, DanceWorks, Volunteering
Education
Northeastern University 2009 — 2013
Bachelor's degree, Finance and Account Management
Norton High School 2003 — 2007
Putnam Investments May 2015 - Present
Putnam Investments January 2014 - Present
Art in Motion Academy of Dance September 2007 - Present
LPL Financial August 2013 - October 2013
HarborOne Credit Union August 2012 - April 2013
Self-Employed September 2008 - July 2012
PMC Machining and Manufacturing June 2011 - August 2011
Skills
Motivated self-starter, Organized with Strong..., Financial Analysis, Microsoft Office, Finance, Accounting, Communication Skills, Training, Customer Service, Microsoft Excel, Technology Process..., SAP, Banking, Oracle, QuickBooks, Outlook, Public Speaking, PowerPoint, DanceWorks, Volunteering
Education
Northeastern University 2009 — 2013
Bachelor's degree, Finance and Account Management
Norton High School 2003 — 2007
Lewis Corapi Lewis Corapi's Putnam Investments Experience January 2015 - Present
Job Senior Client Reporting Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2015 - Present
Putnam Investments October 2013 - January 2015
Core Power - Fair Oaks Farms Brands November 2012 - October 2013
Putnam Investments September 2012 - October 2013
Robert Half International January 2012 - July 2012
mix1 May 2011 - October 2011
House of Blues August 2010 - October 2011
IPS Worldwide January 2009 - June 2009
Putnam Investments December 2007 - June 2008
Skills
Microsoft Excel, Outlook, Microsoft Office, Customer Service, Finance, Business Relationship..., Maintaining Strong..., investment, Financial Services, Investment Advisory..., Investments, Marketing
Education
John Cabot University 2010 — 2010
Study abroad summer program
Northeastern University 2006 — 2010
Bachelor of Science, Finance and Insurance, Entrepreneurship and Small Business Management
Putnam Investments January 2015 - Present
Putnam Investments October 2013 - January 2015
Core Power - Fair Oaks Farms Brands November 2012 - October 2013
Putnam Investments September 2012 - October 2013
Robert Half International January 2012 - July 2012
mix1 May 2011 - October 2011
House of Blues August 2010 - October 2011
IPS Worldwide January 2009 - June 2009
Putnam Investments December 2007 - June 2008
Skills
Microsoft Excel, Outlook, Microsoft Office, Customer Service, Finance, Business Relationship..., Maintaining Strong..., investment, Financial Services, Investment Advisory..., Investments, Marketing
Education
John Cabot University 2010 — 2010
Study abroad summer program
Northeastern University 2006 — 2010
Bachelor of Science, Finance and Insurance, Entrepreneurship and Small Business Management
Giuliana Vertiz's Putnam Investments Experience January 2015 - June 2015
Job Market Data Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2015 - June 2015
Tarpon Trading LLC January 2014 - November 2014
Skills
Global Macro, FX Trading, Foreign Currency, Currency Exchange, Trading Strategies, Communication Skills, Microsoft Technologies, Market Data, Data Analysis, Financial Services, Account Reconciliation, Vendor Management, Inventory Planning, Planning Budgeting &..., International Economics, Financial Markets, Accounting, Account Management
Education
Northeastern University 2011 — 2016
Candidate for Bachelor of Science in Economics
Fairfield Ludlowe High School 2007 — 2011
Putnam Investments January 2015 - June 2015
Tarpon Trading LLC January 2014 - November 2014
Skills
Global Macro, FX Trading, Foreign Currency, Currency Exchange, Trading Strategies, Communication Skills, Microsoft Technologies, Market Data, Data Analysis, Financial Services, Account Reconciliation, Vendor Management, Inventory Planning, Planning Budgeting &..., International Economics, Financial Markets, Accounting, Account Management
Education
Northeastern University 2011 — 2016
Candidate for Bachelor of Science in Economics
Fairfield Ludlowe High School 2007 — 2011
Dave Muzrall's Putnam Investments Experience December 1994 - March 1997
Job Senior Communications Process Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines August 2013 - Present
Clean Harbors January 2012 - August 2013
ING Investment Advisors, LLC May 2006 - December 2011
ING March 1997 - December 2011
ING March 1998 - May 2006
ING March 1997 - March 1998
Putnam Investments December 1994 - March 1997
Skills
People Management, Program Management, Process Improvement, Project Management, Business Analysis, Change Management, Risk Management, Operations Management, Project Portfolio..., Vendor Management, SDLC, PMO, Software Project..., Business Process..., Six Sigma, Management, Leadership, Product Management, Requirements Analysis, Team Building, Testing, Performance Management, Training, Business Requirements, Access, Analysis, Forecasting, Visio, Strategic Planning, Business Intelligence, Software Documentation, Integration, PMP, Quality Assurance, CRM, MS Project, Requirements Gathering, Cross-functional Team..., SharePoint, Outsourcing, Business Process, IT Strategy, Team Leadership, Project Planning, IT Management, User Acceptance Testing, Banking, Project Delivery, Management Consulting, Process Engineering
Education
Northeastern University
Suffield University
BS, Business Management
Financial Engines August 2013 - Present
Clean Harbors January 2012 - August 2013
ING Investment Advisors, LLC May 2006 - December 2011
ING March 1997 - December 2011
ING March 1998 - May 2006
ING March 1997 - March 1998
Putnam Investments December 1994 - March 1997
Skills
People Management, Program Management, Process Improvement, Project Management, Business Analysis, Change Management, Risk Management, Operations Management, Project Portfolio..., Vendor Management, SDLC, PMO, Software Project..., Business Process..., Six Sigma, Management, Leadership, Product Management, Requirements Analysis, Team Building, Testing, Performance Management, Training, Business Requirements, Access, Analysis, Forecasting, Visio, Strategic Planning, Business Intelligence, Software Documentation, Integration, PMP, Quality Assurance, CRM, MS Project, Requirements Gathering, Cross-functional Team..., SharePoint, Outsourcing, Business Process, IT Strategy, Team Leadership, Project Planning, IT Management, User Acceptance Testing, Banking, Project Delivery, Management Consulting, Process Engineering
Education
Northeastern University
Suffield University
BS, Business Management
Jessie-Jo Perlow Jessie-Jo Perlow's Putnam Investments Experience December 2013 - July 2014
Job Leasing Office Associate at Avalon at Prudential Center
Industry Real Estate
Experience
Quintessentially Home July 2014 - August 2014
Putnam Investments December 2013 - July 2014
Nautika Restaurant & Bar June 2012 - August 2013
Carl Weinberg & Co. July 2010 - August 2010
Skills
Oral & Written..., Work Ethic, Time Management, Organization, Interpersonal Skill, Leadership, Success Driven, Communication, Microsoft Excel, Teamwork, People Skills, Accounting, Critical Thinking, Team-oriented
Education
Northeastern University 2011 — 2016
Moses Brown High School 2007 — 2011
Quintessentially Home July 2014 - August 2014
Putnam Investments December 2013 - July 2014
Nautika Restaurant & Bar June 2012 - August 2013
Carl Weinberg & Co. July 2010 - August 2010
Skills
Oral & Written..., Work Ethic, Time Management, Organization, Interpersonal Skill, Leadership, Success Driven, Communication, Microsoft Excel, Teamwork, People Skills, Accounting, Critical Thinking, Team-oriented
Education
Northeastern University 2011 — 2016
Moses Brown High School 2007 — 2011
Russell Hammond Russell Hammond's Putnam Investments Experience June 2012 - October 2014
Job Business Intelligence Analyst at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group September 2015 - Present
Cerulli Associates October 2014 - August 2015
Putnam Investments June 2012 - October 2014
Putnam Investments December 2010 - June 2011
Gorham Savings Bank May 2010 - August 2010
Looney & Grossman LLP July 2009 - April 2010
Skills
Mutual Funds, Series 6, Series 7, Series 63, Salesforce.com, Investments, Microsoft Excel, Sales, PowerPoint, 401k, Alternative Investments, Asset Allocation
Education
Northeastern University 2007 — 2012
Bachelor of Science, Economics
Deering High School 2003 — 2007
High School Diploma
Janus Capital Group September 2015 - Present
Cerulli Associates October 2014 - August 2015
Putnam Investments June 2012 - October 2014
Putnam Investments December 2010 - June 2011
Gorham Savings Bank May 2010 - August 2010
Looney & Grossman LLP July 2009 - April 2010
Skills
Mutual Funds, Series 6, Series 7, Series 63, Salesforce.com, Investments, Microsoft Excel, Sales, PowerPoint, 401k, Alternative Investments, Asset Allocation
Education
Northeastern University 2007 — 2012
Bachelor of Science, Economics
Deering High School 2003 — 2007
High School Diploma
Peter Delaney Peter Delaney's Putnam Investments Experience April 2007 - January 2011
Job Senior Software Engineer at Raytheon
Industry Computer Software
Experience
Raytheon July 2014 - Present
Nomad Inc. July 2013 - July 2014
Raytheon February 2011 - July 2013
Raytheon August 2010 - January 2011
Putnam Investments April 2007 - January 2011
Putnam Investments April 2006 - March 2007
Putnam Investments February 2006 - April 2006
Anthem Healthcare February 2005 - February 2006
edocs January 2004 - December 2004
WellPoint January 2002 - October 2003
Skills
Java Enterprise Edition, Spring, Hibernate, Struts, Web Services, SOA, XML, Java, EJB, SOAP, JMS, UML, Ant, Oracle, REST, Maven, Architectures, Weblogic, Software Development, Servlets, JSP, JavaScript, JBoss Application Server, JUnit, Web Applications, Websphere, Unix, JDBC, WebLogic, Spring Framework, Architecture
Education
Penn State University 2010 — 2011
Certificate, Geographic Information Systems
Northeastern University
BSME, Mechanical Engineering
Raytheon July 2014 - Present
Nomad Inc. July 2013 - July 2014
Raytheon February 2011 - July 2013
Raytheon August 2010 - January 2011
Putnam Investments April 2007 - January 2011
Putnam Investments April 2006 - March 2007
Putnam Investments February 2006 - April 2006
Anthem Healthcare February 2005 - February 2006
edocs January 2004 - December 2004
WellPoint January 2002 - October 2003
Skills
Java Enterprise Edition, Spring, Hibernate, Struts, Web Services, SOA, XML, Java, EJB, SOAP, JMS, UML, Ant, Oracle, REST, Maven, Architectures, Weblogic, Software Development, Servlets, JSP, JavaScript, JBoss Application Server, JUnit, Web Applications, Websphere, Unix, JDBC, WebLogic, Spring Framework, Architecture
Education
Penn State University 2010 — 2011
Certificate, Geographic Information Systems
Northeastern University
BSME, Mechanical Engineering
Monica Quintal's Putnam Investments Experience March 1999 - February 2009
Job Insurance Producer in Auto Home Life Health and Disability
Industry Insurance
Experience
Currently Looking For Full, Part Time or Contract Work August 2015 - Present
Lohanthony June 2012 - Present
Eastern Insurance Group March 2014 - July 2015
ALPFA National 2011 - 2015
Liberty Mutual Insurance April 2010 - March 2014
Merrimack Valley Chamber of Commerce 2012 - 2014
Independent Contractor January 2000 - June 2012
Putnam Investments March 1999 - February 2009
Summit Technology, Inc. March 1997 - February 1999
John Hancock Life Insurance Company (U.S.A.) March 1995 - September 1995
Skills
Bilingual-Spanish, Microsoft Office, Outlook, Content Management, PowerPoint, Excel, Promotional marketing, Property & Casualty..., Aesthetics, Microsoft Excel, Promotions, Time Management, Financial Services, Marketing, Sales, Social Networking, Insurance, Employee Benefits, Life Insurance, Fixed Annuities, CRM, Mutual Funds, Human Resources, Trade Shows, sa, Leadership, Account Management, Management, Customer Service, Public Speaking, Spanish, Social Media, Event Planning, Social Media Marketing
Education
Northeastern University 1991 — 1996
BA, ECONOMICS
Brighton High School
High School Degree Business, Business
Currently Looking For Full, Part Time or Contract Work August 2015 - Present
Lohanthony June 2012 - Present
Eastern Insurance Group March 2014 - July 2015
ALPFA National 2011 - 2015
Liberty Mutual Insurance April 2010 - March 2014
Merrimack Valley Chamber of Commerce 2012 - 2014
Independent Contractor January 2000 - June 2012
Putnam Investments March 1999 - February 2009
Summit Technology, Inc. March 1997 - February 1999
John Hancock Life Insurance Company (U.S.A.) March 1995 - September 1995
Skills
Bilingual-Spanish, Microsoft Office, Outlook, Content Management, PowerPoint, Excel, Promotional marketing, Property & Casualty..., Aesthetics, Microsoft Excel, Promotions, Time Management, Financial Services, Marketing, Sales, Social Networking, Insurance, Employee Benefits, Life Insurance, Fixed Annuities, CRM, Mutual Funds, Human Resources, Trade Shows, sa, Leadership, Account Management, Management, Customer Service, Public Speaking, Spanish, Social Media, Event Planning, Social Media Marketing
Education
Northeastern University 1991 — 1996
BA, ECONOMICS
Brighton High School
High School Degree Business, Business
Gina Ruscio's Putnam Investments Experience December 2010 - June 2011
Job Marketing Rotational Associate: QuickBase Sales Operations Analyst I at Intuit
Industry Marketing and Advertising
Experience
Intuit February 2015 - Present
Intuit August 2014 - February 2015
Anaqua January 2014 - July 2014
Intuit January 2013 - December 2013
Imprivata January 2012 - December 2012
Putnam Investments December 2010 - June 2011
Skills
Word, PowerPoint, Excel, Social Media, InDesign, Morningstar, Drupal, Webtop, Salesforce.com, Marketo, Intermediate Spanish, HubSpot, QuickBase, Prezi, Facebook, Twitter, Google+, Google Analytics, Bloomberg Terminal, User Experience, Marketing, Marketing Communications, Microsoft Excel, Email Marketing
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Business Administration
ESIC 2012 — 2012
Intuit February 2015 - Present
Intuit August 2014 - February 2015
Anaqua January 2014 - July 2014
Intuit January 2013 - December 2013
Imprivata January 2012 - December 2012
Putnam Investments December 2010 - June 2011
Skills
Word, PowerPoint, Excel, Social Media, InDesign, Morningstar, Drupal, Webtop, Salesforce.com, Marketo, Intermediate Spanish, HubSpot, QuickBase, Prezi, Facebook, Twitter, Google+, Google Analytics, Bloomberg Terminal, User Experience, Marketing, Marketing Communications, Microsoft Excel, Email Marketing
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Business Administration
ESIC 2012 — 2012
Colleen (Doyle) Langdon Colleen (Doyle) Langdon's Putnam Investments Experience April 2005 - June 2007
Job Manager of Consumer Insights at P.F. Chang's China Bistro
Industry Market Research
Experience
P.F. Chang's China Bistro June 2014 - Present
M/A/R/C Research January 2011 - June 2014
RTi Research March 2010 - December 2010
Javelin Direct July 2007 - February 2010
Putnam Investments April 2005 - June 2007
Skills
Marketing Research, Qualitative Research, Focus Groups, Customer Insight, Business Analysis, Market Research, Analytics, Consumer Behaviour, Marketing Strategy, Segmentation, Online Moderation, Strategy, Reporting & Analysis, Consumer Insight, Directing, Quantitative Research, Advertising Research, Survey Design, Primary Research, Analysis, Brand Equity, Questionnaire Design, Online Research, Qualitative Market..., Moderating, Business Insights, Field directing, Mobile marketing..., Concept testing, Packaging testing
Education
RIVA Institute 2015 — 2015
Moderator Skills Acceleration Training
The University of Texas at Arlington 2007 — 2010
MSMR/MBA, Marketing Research
Northeastern University 2003 — 2006
BSBA, Marketing & Finance
P.F. Chang's China Bistro June 2014 - Present
M/A/R/C Research January 2011 - June 2014
RTi Research March 2010 - December 2010
Javelin Direct July 2007 - February 2010
Putnam Investments April 2005 - June 2007
Skills
Marketing Research, Qualitative Research, Focus Groups, Customer Insight, Business Analysis, Market Research, Analytics, Consumer Behaviour, Marketing Strategy, Segmentation, Online Moderation, Strategy, Reporting & Analysis, Consumer Insight, Directing, Quantitative Research, Advertising Research, Survey Design, Primary Research, Analysis, Brand Equity, Questionnaire Design, Online Research, Qualitative Market..., Moderating, Business Insights, Field directing, Mobile marketing..., Concept testing, Packaging testing
Education
RIVA Institute 2015 — 2015
Moderator Skills Acceleration Training
The University of Texas at Arlington 2007 — 2010
MSMR/MBA, Marketing Research
Northeastern University 2003 — 2006
BSBA, Marketing & Finance
Brian LeBlanc Brian LeBlanc's Putnam Investments Experience January 2009 - July 2009
Job Associate Finance Manager at Takeda Pharmaceuticals
Industry Pharmaceuticals
Experience
Takeda Pharmaceuticals March 2015 - Present
Takeda Pharmaceuticals June 2014 - March 2015
Takeda Pharmaceuticals July 2012 - June 2014
Takeda Pharmaceuticals January 2011 - June 2012
Takeda Pharmaceuticals November 2009 - December 2010
Putnam Investments January 2009 - July 2009
Fresenius Medical Care May 2008 - September 2008
Skills
Microsoft Excel, Data Analysis, Financial Modeling, PowerPoint, Financial Analysis, Financial Reporting, Forecasting, Microsoft Word, Cognos ReportNet, Hyperion Planning, Accounting, Budgets, Variance Analysis, Strategic Financial..., Biotechnology
Education
Northeastern University 2007 — 2012
BS, Business Administration - Finance, Economics
Takeda Pharmaceuticals March 2015 - Present
Takeda Pharmaceuticals June 2014 - March 2015
Takeda Pharmaceuticals July 2012 - June 2014
Takeda Pharmaceuticals January 2011 - June 2012
Takeda Pharmaceuticals November 2009 - December 2010
Putnam Investments January 2009 - July 2009
Fresenius Medical Care May 2008 - September 2008
Skills
Microsoft Excel, Data Analysis, Financial Modeling, PowerPoint, Financial Analysis, Financial Reporting, Forecasting, Microsoft Word, Cognos ReportNet, Hyperion Planning, Accounting, Budgets, Variance Analysis, Strategic Financial..., Biotechnology
Education
Northeastern University 2007 — 2012
BS, Business Administration - Finance, Economics
Barry Waters Barry Waters's Putnam Investments Experience June 2011 - January 2012
Job Associate Account Executive at Forrester Research
Industry Financial Services
Experience
Forrester Research September 2015 - Present
Forrester Research June 2014 - Present
Actifio June 2013 - December 2013
Olympia Moving & Storage June 2012 - January 2013
Capra Optical May 2007 - May 2012
Putnam Investments June 2011 - January 2012
Capra Optical 2008 - 2010
Education
Northeastern University 2009 — 2014
BSBA
Forrester Research September 2015 - Present
Forrester Research June 2014 - Present
Actifio June 2013 - December 2013
Olympia Moving & Storage June 2012 - January 2013
Capra Optical May 2007 - May 2012
Putnam Investments June 2011 - January 2012
Capra Optical 2008 - 2010
Education
Northeastern University 2009 — 2014
BSBA
Katherine Lahl Weinman, PHR Katherine Lahl Weinman, PHR's Putnam Investments Experience 2003 - 2004
Job
Industry Hospital & Health Care
Experience
MidHudson Regional Hospital of Westchester Medical Center September 2014 - Present
Suburban Propane June 2013 - September 2014
Alliance of Professionals & Consultants, Inc. (APC) August 2012 - March 2013
Hudson Energy Services April 2009 - March 2012
Walmart January 2008 - April 2009
Walmart October 2007 - January 2008
Gap Inc. October 2004 - October 2007
Putnam Investments 2003 - 2004
America Online/AOL Time Warner 1999 - 2002
LPL Financial Services June 1998 - September 1999
Skills
Employee Relations, Onboarding, Recruiting, Applicant Tracking..., Talent Management, Human Resources, Talent Acquisition, Succession Planning, Sourcing, College Recruiting, Internet Recruiting, Executive Search, Interviews, Benefits Negotiation, Employee Training, Temporary Placement, Contract Recruitment, Screening Resumes, Organizational..., Personnel Management, Management, Training, Workforce Planning, Technical Recruiting, Employee Engagement, Hiring, Deferred Compensation, Performance Management, HRIS, Benefits Administration, HR Policies, New Hire Orientations, PeopleSoft, Employee Benefits, Leadership
Education
Northeastern University 1985 — 1990
BS, Human Resources
Port Jervis High School
MidHudson Regional Hospital of Westchester Medical Center September 2014 - Present
Suburban Propane June 2013 - September 2014
Alliance of Professionals & Consultants, Inc. (APC) August 2012 - March 2013
Hudson Energy Services April 2009 - March 2012
Walmart January 2008 - April 2009
Walmart October 2007 - January 2008
Gap Inc. October 2004 - October 2007
Putnam Investments 2003 - 2004
America Online/AOL Time Warner 1999 - 2002
LPL Financial Services June 1998 - September 1999
Skills
Employee Relations, Onboarding, Recruiting, Applicant Tracking..., Talent Management, Human Resources, Talent Acquisition, Succession Planning, Sourcing, College Recruiting, Internet Recruiting, Executive Search, Interviews, Benefits Negotiation, Employee Training, Temporary Placement, Contract Recruitment, Screening Resumes, Organizational..., Personnel Management, Management, Training, Workforce Planning, Technical Recruiting, Employee Engagement, Hiring, Deferred Compensation, Performance Management, HRIS, Benefits Administration, HR Policies, New Hire Orientations, PeopleSoft, Employee Benefits, Leadership
Education
Northeastern University 1985 — 1990
BS, Human Resources
Port Jervis High School
Craig Fletcher Craig Fletcher's Putnam Investments Experience January 2006 - June 2006
Job Vice President Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs February 2010 - Present
Goldman Sachs January 2007 - January 2010
Putnam Investments January 2006 - June 2006
Skills
Relationship Management, Manage Client..., Data Analysis, Risk Management, Market Research, Revenue Analysis, Revenue Enhancement, Performance Benchmarking, Sales, Client Presentation, Hedge Funds, Close Attention to..., Microsoft Office, Microsoft Excel, Securities Lending, Mutual Funds, Series 7, Series 63, Business Development, Technical Writing, Proposal Writing, RFP Generation, Financial Analysis
Education
Northeastern University 2004 — 2009
Bachelor of Science in Business Administration
Goldman Sachs February 2010 - Present
Goldman Sachs January 2007 - January 2010
Putnam Investments January 2006 - June 2006
Skills
Relationship Management, Manage Client..., Data Analysis, Risk Management, Market Research, Revenue Analysis, Revenue Enhancement, Performance Benchmarking, Sales, Client Presentation, Hedge Funds, Close Attention to..., Microsoft Office, Microsoft Excel, Securities Lending, Mutual Funds, Series 7, Series 63, Business Development, Technical Writing, Proposal Writing, RFP Generation, Financial Analysis
Education
Northeastern University 2004 — 2009
Bachelor of Science in Business Administration
Charlotte P. Bodell Charlotte P. Bodell's Putnam Investments Experience 1997 - 1999
Job Attorney
Industry Law Practice
Experience
JONES DAY® July 2014 - Present
State Street November 2013 - July 2014
Sullivan & Worcester LLP March 2010 - November 2013
Edwards Angell Palmer & Dodge LLP May 2005 - March 2010
Anderson & Krieger LLP March 2005 - April 2005
Palmer & Dodge LLP April 2003 - August 2004
Fidelity Investments 1999 - 2003
Putnam Investments 1997 - 1999
Skills
Bankruptcy, Structured Finance, Corporate Trust, Restructuring, Debt Finance
Education
Suffolk University Law School 2001 — 2005
JD, Law
Northeastern University 1998 — 2001
BS, Business Administration
Marshfield High School 1988 — 1992
JONES DAY® July 2014 - Present
State Street November 2013 - July 2014
Sullivan & Worcester LLP March 2010 - November 2013
Edwards Angell Palmer & Dodge LLP May 2005 - March 2010
Anderson & Krieger LLP March 2005 - April 2005
Palmer & Dodge LLP April 2003 - August 2004
Fidelity Investments 1999 - 2003
Putnam Investments 1997 - 1999
Skills
Bankruptcy, Structured Finance, Corporate Trust, Restructuring, Debt Finance
Education
Suffolk University Law School 2001 — 2005
JD, Law
Northeastern University 1998 — 2001
BS, Business Administration
Marshfield High School 1988 — 1992
Kevin Moffitt Kevin Moffitt's Putnam Investments Experience September 1997 - June 2004
Job VP, eCommerce at Office Depot
Industry Internet
Experience
Office Depot July 2012 - Present
Dillards August 2010 - July 2012
CrossView March 2009 - July 2010
Circuit City Stores, Inc. November 2005 - March 2009
ChildFund International July 2004 - November 2005
Putnam Investments September 1997 - June 2004
Skills
E-commerce, Strategic Planning, Customer Experience, Email Marketing, Competitive Analysis, Usability Testing, SEO, Web Analytics, Business Development, User Experience, Online Marketing, User-centered Design, Operations Management, Agile Methodologies, Strategy, Omniture, Analytics, CRM, Team Leadership, Marketing, Retail, Management, SEM, Content Management, Leadership, Cross-functional Team..., Information Architecture, Creative Direction, Program Management, Web Design
Education
University of Richmond - Robins School of Business 2006 — 2008
MBA, Strategic Leadership
Northeastern University 1995 — 1997
MA, History, Documentary Filmmaking
Pepperdine University 1991 — 1995
BA, History
Office Depot July 2012 - Present
Dillards August 2010 - July 2012
CrossView March 2009 - July 2010
Circuit City Stores, Inc. November 2005 - March 2009
ChildFund International July 2004 - November 2005
Putnam Investments September 1997 - June 2004
Skills
E-commerce, Strategic Planning, Customer Experience, Email Marketing, Competitive Analysis, Usability Testing, SEO, Web Analytics, Business Development, User Experience, Online Marketing, User-centered Design, Operations Management, Agile Methodologies, Strategy, Omniture, Analytics, CRM, Team Leadership, Marketing, Retail, Management, SEM, Content Management, Leadership, Cross-functional Team..., Information Architecture, Creative Direction, Program Management, Web Design
Education
University of Richmond - Robins School of Business 2006 — 2008
MBA, Strategic Leadership
Northeastern University 1995 — 1997
MA, History, Documentary Filmmaking
Pepperdine University 1991 — 1995
BA, History
Catherine Lake, PMP Catherine Lake, PMP's Putnam Investments Experience January 2001 - September 2001
Job Retired
Industry Retail
Experience
MorphoTrust USA July 2013 - January 2014
Staples April 2012 - June 2012
American Tower August 2010 - March 2012
Genzyme Genetics March 2009 - July 2010
Fidelity Investments March 2004 - November 2008
PAREXEL February 2002 - January 2003
Putnam Investments January 2001 - September 2001
Ciber June 2000 - January 2001
Putnam Investments September 1999 - June 2000
Private Healthcare Systems January 1999 - September 1999
Skills
Project Management, Information Technology, Finance, Cross-functional Team..., Data Warehousing
Education
Project Management Institute
Certificate, Project Management Professional
Northeastern University
BSBA, Management Information Systems
Chelmsford schools
MorphoTrust USA July 2013 - January 2014
Staples April 2012 - June 2012
American Tower August 2010 - March 2012
Genzyme Genetics March 2009 - July 2010
Fidelity Investments March 2004 - November 2008
PAREXEL February 2002 - January 2003
Putnam Investments January 2001 - September 2001
Ciber June 2000 - January 2001
Putnam Investments September 1999 - June 2000
Private Healthcare Systems January 1999 - September 1999
Skills
Project Management, Information Technology, Finance, Cross-functional Team..., Data Warehousing
Education
Project Management Institute
Certificate, Project Management Professional
Northeastern University
BSBA, Management Information Systems
Chelmsford schools
Bob Orlando Bob Orlando's Putnam Investments Experience February 1989 - September 1996
Job K & M Communications Corp
Industry Telecommunications
Experience
K & M Communications Corp. February 2015 - Present
Covidien February 2012 - December 2014
Kelly Services August 2011 - February 2012
NationalGrid February 2011 - August 2011
Verizon April 2007 - October 2009
Interactive Data 1998 - 2006
Foster Wheeler Environmental September 1996 - September 1998
Putnam Investments February 1989 - September 1996
Skills
Customer Service, Training, Troubleshooting, Sales, Technical Support, Management, Account Management, Business Analysis, Project Management, Process Improvement, Leadership, Finance, Vendor Management, SQL, Microsoft Excel, PowerPoint, Microsoft Word, Access, FIBER OPTICS, PAM for Securities, Fusion Splicing, Fiber Optic Cable, Ethernet, Problem Solving, Internet Troubleshooting, Financial Services, Analysis, Microsoft Office
Education
Northeastern University 1985 — 1993
BS/BA, Management/Database Management
K & M Communications Corp. February 2015 - Present
Covidien February 2012 - December 2014
Kelly Services August 2011 - February 2012
NationalGrid February 2011 - August 2011
Verizon April 2007 - October 2009
Interactive Data 1998 - 2006
Foster Wheeler Environmental September 1996 - September 1998
Putnam Investments February 1989 - September 1996
Skills
Customer Service, Training, Troubleshooting, Sales, Technical Support, Management, Account Management, Business Analysis, Project Management, Process Improvement, Leadership, Finance, Vendor Management, SQL, Microsoft Excel, PowerPoint, Microsoft Word, Access, FIBER OPTICS, PAM for Securities, Fusion Splicing, Fiber Optic Cable, Ethernet, Problem Solving, Internet Troubleshooting, Financial Services, Analysis, Microsoft Office
Education
Northeastern University 1985 — 1993
BS/BA, Management/Database Management
Evan Gray Evan Gray's Putnam Investments Experience 1993 - 2001
Job at OneAmerica
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. February 2014 - Present
MassMutual September 2001 - February 2014
Putnam Investments 1993 - 2001
Education
Westfield State University 1985 — 1989
Northeastern University 1984 — 1985
OneAmerica Financial Partners Inc. February 2014 - Present
MassMutual September 2001 - February 2014
Putnam Investments 1993 - 2001
Education
Westfield State University 1985 — 1989
Northeastern University 1984 — 1985
Bill Gravina, PMP Bill Gravina, PMP's Putnam Investments Experience 1997 - 1999
Job Sr. Project Manager Greenplum Global Delivery at EMC
Industry Outsourcing/Offshoring
Experience
EMC April 2014 - Present
EMC November 2012 - April 2014
Dell July 2012 - October 2012
Workscape, an ADP Company September 2008 - July 2012
Sapphire Technologies June 2008 - September 2008
Fidelity Investments October 2007 - February 2008
Fidelity Investments May 2005 - October 2007
Fidelity Investments November 1999 - May 2005
Putnam Investments 1997 - 1999
Mellon Bank 1994 - 1997
Skills
PMP, Testing, Vendor Management, SDLC, Relationship Management, Project Management, 401k, Defined Contribution, Outsourced Benefits, Employee Benefits, CRM, Project Planning, Training, Enterprise Software, Outsourcing, Risk Management, MS Project, Requirements Gathering, Business Requirements, Analysis, Financial Services, Management, Software Documentation, Cross-functional Team..., Leadership, Software Project..., Human Resources, Business Process..., Quality Assurance, System Administration, Strategic Planning, Requirements Analysis, Team Management, Benefits Administration, Change Management, Six Sigma, Agile Methodologies, ERP, Ownership, Process Improvement, Program Management, Project Portfolio..., PMO
Education
Northeastern University
Bachelor of Science, Business Administration
EMC April 2014 - Present
EMC November 2012 - April 2014
Dell July 2012 - October 2012
Workscape, an ADP Company September 2008 - July 2012
Sapphire Technologies June 2008 - September 2008
Fidelity Investments October 2007 - February 2008
Fidelity Investments May 2005 - October 2007
Fidelity Investments November 1999 - May 2005
Putnam Investments 1997 - 1999
Mellon Bank 1994 - 1997
Skills
PMP, Testing, Vendor Management, SDLC, Relationship Management, Project Management, 401k, Defined Contribution, Outsourced Benefits, Employee Benefits, CRM, Project Planning, Training, Enterprise Software, Outsourcing, Risk Management, MS Project, Requirements Gathering, Business Requirements, Analysis, Financial Services, Management, Software Documentation, Cross-functional Team..., Leadership, Software Project..., Human Resources, Business Process..., Quality Assurance, System Administration, Strategic Planning, Requirements Analysis, Team Management, Benefits Administration, Change Management, Six Sigma, Agile Methodologies, ERP, Ownership, Process Improvement, Program Management, Project Portfolio..., PMO
Education
Northeastern University
Bachelor of Science, Business Administration
Kristin Vernon Kristin Vernon's Putnam Investments Experience April 2005 - January 2008
Job Executive Assistant
Industry Financial Services
Experience
Pyramis Global Advisors January 2008 - May 2013
Putnam Investments April 2005 - January 2008
Education
Northeastern University 1996 — 2001
BS, Criminal Justice
Pyramis Global Advisors January 2008 - May 2013
Putnam Investments April 2005 - January 2008
Education
Northeastern University 1996 — 2001
BS, Criminal Justice
Jamshed Palsetia Jamshed Palsetia's Putnam Investments Experience 2002 - 2005
Job Director Architecture
Industry Computer Software
Experience
Mercer February 2002 - Present
Ziptr March 2010 - October 2010
Putnam Investments 2002 - 2005
ProAct Corporation May 1998 - February 2002
Interlynx Technology May 1998 - October 2000
Fidelity Investments June 1997 - May 1998
Skills
Scrum, Architecture, Product Development, Software Development, Agile, Enterprise Architecture, SOA, J2EE, XML, Java, Agile Project Management, Web Services, Application Architecture, AJAX, Unix, UML, WCF, SQL, .NET, Integration, C#, ASP.NET, Solution Architecture, SDLC, Waterfall, HTML, Application Development, Outsourcing, SQL Server, Program Management, Product Management, Web Applications, Software Design, Software Project..., Object Oriented Design, Design Patterns, System Architecture, Technical Leadership, Java Enterprise Edition, Agile Methodologies, Microsoft SQL Server, IIS
Education
Northeastern University 1995 — 1997
MS, Computer Engineering
Sardar Patel College Of Engineering - University of Mumbai 1991 — 1995
BS, Electrical Engineering
Udayachal
Mercer February 2002 - Present
Ziptr March 2010 - October 2010
Putnam Investments 2002 - 2005
ProAct Corporation May 1998 - February 2002
Interlynx Technology May 1998 - October 2000
Fidelity Investments June 1997 - May 1998
Skills
Scrum, Architecture, Product Development, Software Development, Agile, Enterprise Architecture, SOA, J2EE, XML, Java, Agile Project Management, Web Services, Application Architecture, AJAX, Unix, UML, WCF, SQL, .NET, Integration, C#, ASP.NET, Solution Architecture, SDLC, Waterfall, HTML, Application Development, Outsourcing, SQL Server, Program Management, Product Management, Web Applications, Software Design, Software Project..., Object Oriented Design, Design Patterns, System Architecture, Technical Leadership, Java Enterprise Edition, Agile Methodologies, Microsoft SQL Server, IIS
Education
Northeastern University 1995 — 1997
MS, Computer Engineering
Sardar Patel College Of Engineering - University of Mumbai 1991 — 1995
BS, Electrical Engineering
Udayachal
Dana Mancini Dana Mancini's Putnam Investments Experience July 1996 - July 2002
Job Regional Vice President at AXA Equitable
Industry Financial Services
Experience
AXA Equitable January 2012 - Present
Sun Life Financial January 2006 - January 2012
SunAmerica July 2002 - January 2004
Putnam Investments July 1996 - July 2002
Skills
Series 63, Series 6, Series 7, Mutual Funds, Fixed Annuities, Retirement Planning, Variable Annuities, Investments, Separately Managed..., Securities, Strategic Financial..., Insurance, FINRA, Wealth Management, 401k, Retirement, Alternative Investments, Series 24, Series 65, Long-term Care
Education
Northeastern University 1988 — 1993
Bachelor of Science, Business Administration
AXA Equitable January 2012 - Present
Sun Life Financial January 2006 - January 2012
SunAmerica July 2002 - January 2004
Putnam Investments July 1996 - July 2002
Skills
Series 63, Series 6, Series 7, Mutual Funds, Fixed Annuities, Retirement Planning, Variable Annuities, Investments, Separately Managed..., Securities, Strategic Financial..., Insurance, FINRA, Wealth Management, 401k, Retirement, Alternative Investments, Series 24, Series 65, Long-term Care
Education
Northeastern University 1988 — 1993
Bachelor of Science, Business Administration
Keon Reed Keon Reed's Putnam Investments Experience January 2009 - December 2009
Job Associate at Tennenbaum Capital Partners, LLC
Industry Financial Services
Experience
Tennenbaum Capital Partners, LLC June 2014 - Present
Hercules Technology Growth Capital January 2011 - May 2014
Northeastern University Venture Fund (IDEA) September 2011 - July 2012
NEPC January 2010 - July 2010
Putnam Investments January 2009 - December 2009
Skills
Financial Modeling, Venture Capital..., Venture Capital, Private Equity, Analysis, Venture Debt, Analytics, Valuation, Microsoft Excel
Education
London School of Economics and Political Science 2010 — 2010
BS
Northeastern University
BS
Tennenbaum Capital Partners, LLC June 2014 - Present
Hercules Technology Growth Capital January 2011 - May 2014
Northeastern University Venture Fund (IDEA) September 2011 - July 2012
NEPC January 2010 - July 2010
Putnam Investments January 2009 - December 2009
Skills
Financial Modeling, Venture Capital..., Venture Capital, Private Equity, Analysis, Venture Debt, Analytics, Valuation, Microsoft Excel
Education
London School of Economics and Political Science 2010 — 2010
BS
Northeastern University
BS
Andrew (Drew) Lynch Andrew (Drew) Lynch's Putnam Investments Experience March 2014 - Present
Job Divisional Chief Financial Officer at Putnam Investments
Industry Financial Services
Experience
Putnam Investments March 2014 - Present
Infosys Limited October 2011 - March 2014
Deloitte & Touche LLP 2009 - 2011
Columbia Management - subsidiary of Bank of America 2006 - 2009
Bank of America 2004 - 2006
Columbia Management - subsidiary of Bank of America 2000 - 2004
John Hancock Funds 1996 - 1999
First Data Corporation - The Shareholder Services Group 1994 - 1996
Fleet Bank 1991 - 1994
Bank of New England 1985 - 1991
Skills
Asset Management, Mutual Funds, Budgeting, Compliance, Management Consulting, Business Strategy, Financial Modeling, Banking, Financial Analysis, Business Analysis, Business Planning, Financial Management, Forecasting, Change Management, Strategic Planning, Financial Planning, Operations Management, Strategy Development, P&L Management, Reporting & Analysis, Program Management, Business Process, Business Management, Process Improvement, Strategy, Management, Risk Management, Strategic Financial..., Financial Services, Analysis, Due Diligence, Outsourcing, Project Management, Integration, Internal Controls, Finance, Investment Banking, Business Process..., Training, Insurance, Executive Management, Portfolio Management, Vendor Management, Investments
Education
Northeastern University
Bachelor of Science Degree in Business Administration, Accounting Major
Putnam Investments March 2014 - Present
Infosys Limited October 2011 - March 2014
Deloitte & Touche LLP 2009 - 2011
Columbia Management - subsidiary of Bank of America 2006 - 2009
Bank of America 2004 - 2006
Columbia Management - subsidiary of Bank of America 2000 - 2004
John Hancock Funds 1996 - 1999
First Data Corporation - The Shareholder Services Group 1994 - 1996
Fleet Bank 1991 - 1994
Bank of New England 1985 - 1991
Skills
Asset Management, Mutual Funds, Budgeting, Compliance, Management Consulting, Business Strategy, Financial Modeling, Banking, Financial Analysis, Business Analysis, Business Planning, Financial Management, Forecasting, Change Management, Strategic Planning, Financial Planning, Operations Management, Strategy Development, P&L Management, Reporting & Analysis, Program Management, Business Process, Business Management, Process Improvement, Strategy, Management, Risk Management, Strategic Financial..., Financial Services, Analysis, Due Diligence, Outsourcing, Project Management, Integration, Internal Controls, Finance, Investment Banking, Business Process..., Training, Insurance, Executive Management, Portfolio Management, Vendor Management, Investments
Education
Northeastern University
Bachelor of Science Degree in Business Administration, Accounting Major
Linda (Robinson) Hill Linda (Robinson) Hill's Putnam Investments Experience 1994 - 1998
Job Vice President, Talent Acquisition at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 1998 - Present
Putnam Investments 1994 - 1998
State Street Bank & Trust 1991 - 1994
Consolidated Group Trust 1988 - 1991
Stop & Shop Supermarket Co. 1985 - 1988
Skills
Employee Relations, Recruiting, Human Resources, Talent Acquisition, Temporary Placement, CRM, Staffing Services, Leadership, Project Management, Employee Benefits, Talent Management, Personnel Management, Business Process..., College Recruiting, Applicant Tracking..., Onboarding, Internet Recruiting, Workforce Planning
Education
Northeastern University
Bachelor of Science in Business Administration, Human Resources Management
Fidelity Investments August 1998 - Present
Putnam Investments 1994 - 1998
State Street Bank & Trust 1991 - 1994
Consolidated Group Trust 1988 - 1991
Stop & Shop Supermarket Co. 1985 - 1988
Skills
Employee Relations, Recruiting, Human Resources, Talent Acquisition, Temporary Placement, CRM, Staffing Services, Leadership, Project Management, Employee Benefits, Talent Management, Personnel Management, Business Process..., College Recruiting, Applicant Tracking..., Onboarding, Internet Recruiting, Workforce Planning
Education
Northeastern University
Bachelor of Science in Business Administration, Human Resources Management
Karen Zhang's Putnam Investments Experience June 2010 - January 2011
Job Digital Analytics Manager at WIRED/Condé Nast
Industry Marketing and Advertising
Experience
Condé Nast July 2015 - Present
SEPHORA February 2015 - July 2015
Sephora August 2013 - January 2015
VMware July 2012 - June 2013
TJX July 2011 - December 2011
Putnam Investments June 2010 - January 2011
Skills
Social Media, Web Analytics, Marketing, Microsoft Excel, PowerPoint, Salesforce.com, Project Management, Photoshop, Microsoft Word, Omniture, Social Media Marketing, Time Management, Access, Siebel, Morningstar, Blogging, Facebook Marketing, Quality Assurance, Project Portfolio..., Teamwork, SPSS, Brightcove, Employee Training, Analytics, SEM, SEO, SAS, Adobe Analytics, Google Adwords
Education
Northeastern University 2008 — 2013
Bachelor of Science (B.S.)
Condé Nast July 2015 - Present
SEPHORA February 2015 - July 2015
Sephora August 2013 - January 2015
VMware July 2012 - June 2013
TJX July 2011 - December 2011
Putnam Investments June 2010 - January 2011
Skills
Social Media, Web Analytics, Marketing, Microsoft Excel, PowerPoint, Salesforce.com, Project Management, Photoshop, Microsoft Word, Omniture, Social Media Marketing, Time Management, Access, Siebel, Morningstar, Blogging, Facebook Marketing, Quality Assurance, Project Portfolio..., Teamwork, SPSS, Brightcove, Employee Training, Analytics, SEM, SEO, SAS, Adobe Analytics, Google Adwords
Education
Northeastern University 2008 — 2013
Bachelor of Science (B.S.)
Alexi Maravel Alexi Maravel's Putnam Investments Experience April 1994 - January 2000
Job Associate Director, Institutional Practice at Cerulli Associates
Industry Research
Experience
Cerulli Associates September 2013 - Present
Fidelity Investments July 2012 - August 2013
Sun Life Financial December 2009 - July 2012
Fidelity Investments October 2006 - December 2009
Capital Guardian Trust Company February 2000 - September 2006
Putnam Investments April 1994 - January 2000
Skills
Corporate Communications, Marketing Communications, Public Relations, Financial Markets, Media Relations, Management, Strategic Communications, Thought Leadership, Institutional Marketing, Asset Management, Content Strategy, Public Speaking, Crisis Communications, Leadership, Investor Relations, Strategy, Communications Planning, Speech Writing, Communication Training, Marketing, Editing, Market Research, Institutional..., Copywriting, Internal Communications
Education
Northeastern University 1989 — 1993
BA, Journalism
Ridgewood (NJ) High School 1986 — 1989
Cerulli Associates September 2013 - Present
Fidelity Investments July 2012 - August 2013
Sun Life Financial December 2009 - July 2012
Fidelity Investments October 2006 - December 2009
Capital Guardian Trust Company February 2000 - September 2006
Putnam Investments April 1994 - January 2000
Skills
Corporate Communications, Marketing Communications, Public Relations, Financial Markets, Media Relations, Management, Strategic Communications, Thought Leadership, Institutional Marketing, Asset Management, Content Strategy, Public Speaking, Crisis Communications, Leadership, Investor Relations, Strategy, Communications Planning, Speech Writing, Communication Training, Marketing, Editing, Market Research, Institutional..., Copywriting, Internal Communications
Education
Northeastern University 1989 — 1993
BA, Journalism
Ridgewood (NJ) High School 1986 — 1989
Anton Tony Koker, Jr. Anton Tony Koker, Jr.'s Putnam Investments Experience January 1997 - October 2014
Job Internationally Recognized Coach and Mentor
Industry Professional Training & Coaching
Experience
Mentoring for FREE 1986 - Present
It Works Global August 2012 - Present
Computershare October 2014 - Present
Putnam Investments January 1997 - October 2014
Lotus Development April 1995 - December 1996
Object Design January 1995 - March 1995
DKW Systems / LARK Enterprises 1991 - 1995
E-Systems 1984 - 1991
Skills
Unix, Cloud Computing, Linux, Windows Server, Integration, Cisco Technologies, Entrepreneurship, Storage, Team Leadership, Troubleshooting, Perl, Team Building, Software Development, Vendor Management, Social Networking, SQL, Windows, Program Management, Online Marketing, Unix Shell Scripting, Mentoring, Social Media Marketing, Social Media, Operating Systems, Java, Coaching, SaaS, Network Security, Virtualization, Business Strategy, Software Project..., Security, Telecommunications, Public Speaking, Solaris, C, Team Management, VMware, JavaScript, C++, Python, HTML, Change Management, Strategic Planning, PHP, SAN, NAS, Mobile, Data Center, Storage Area Networks
Education
Northeastern University 1979 — 1984
BSEE, Computer Systems Engineering
Stoughton High School
Mentoring for FREE 1986 - Present
It Works Global August 2012 - Present
Computershare October 2014 - Present
Putnam Investments January 1997 - October 2014
Lotus Development April 1995 - December 1996
Object Design January 1995 - March 1995
DKW Systems / LARK Enterprises 1991 - 1995
E-Systems 1984 - 1991
Skills
Unix, Cloud Computing, Linux, Windows Server, Integration, Cisco Technologies, Entrepreneurship, Storage, Team Leadership, Troubleshooting, Perl, Team Building, Software Development, Vendor Management, Social Networking, SQL, Windows, Program Management, Online Marketing, Unix Shell Scripting, Mentoring, Social Media Marketing, Social Media, Operating Systems, Java, Coaching, SaaS, Network Security, Virtualization, Business Strategy, Software Project..., Security, Telecommunications, Public Speaking, Solaris, C, Team Management, VMware, JavaScript, C++, Python, HTML, Change Management, Strategic Planning, PHP, SAN, NAS, Mobile, Data Center, Storage Area Networks
Education
Northeastern University 1979 — 1984
BSEE, Computer Systems Engineering
Stoughton High School
Cathy Saunders Cathy Saunders's Putnam Investments Experience September 2009 - Present
Job Head of Registered Investment Advisory Business
Industry Investment Management
Experience
Putnam Investments September 2009 - Present
Putnam Investments December 2007 - September 2009
Putnam Investments June 2001 - December 2007
Putnam Investments April 1997 - May 2001
Putnam Investments October 1989 - April 1997
Putnam Investments February 1987 - October 1989
Western Union Electronic Mail Inc. March 1984 - January 1987
Skills
Mutual Funds, Series 7, Series 63, Asset Allocation, Alternative Investments, Investments, Wealth Management, Series 6, Asset Management, Investment Advisory, Retirement, Equities, Series 24
Education
Northeastern University 1985 — 1989
MBA
University of New Hampshire 1980 — 1983
BA, Major: Communications Minor: English
Northwestern University - Kellogg School of Management
Women's Leadership Executive Education Program
Putnam Investments September 2009 - Present
Putnam Investments December 2007 - September 2009
Putnam Investments June 2001 - December 2007
Putnam Investments April 1997 - May 2001
Putnam Investments October 1989 - April 1997
Putnam Investments February 1987 - October 1989
Western Union Electronic Mail Inc. March 1984 - January 1987
Skills
Mutual Funds, Series 7, Series 63, Asset Allocation, Alternative Investments, Investments, Wealth Management, Series 6, Asset Management, Investment Advisory, Retirement, Equities, Series 24
Education
Northeastern University 1985 — 1989
MBA
University of New Hampshire 1980 — 1983
BA, Major: Communications Minor: English
Northwestern University - Kellogg School of Management
Women's Leadership Executive Education Program
Corey Ellis Corey Ellis's Putnam Investments Experience September 2010 - August 2012
Job Sales Team Lead at Resilient Systems, Inc.
Industry Information Technology and Services
Experience
Resilient Systems, Inc. July 2015 - Present
Resilient Systems July 2014 - July 2015
KnowledgeVision January 2014 - July 2014
KnowledgeVision Systems Incorporated April 2013 - January 2014
InsightSquared August 2012 - March 2013
Putnam Investments September 2010 - August 2012
Skills
Mutual Funds, Customer Service, Salesforce.com, Sales, Securities, Investments, Customer Satisfaction, Process Improvement, SaaS, Sales Operations, Sales Analysis, Analytics, Call Centers, CRM, Sales Management, Management, Online Marketing, Sales Process...
Education
Northeastern University 2004 — 2009
Bachelor of Science, Finance and Accounting Management
Resilient Systems, Inc. July 2015 - Present
Resilient Systems July 2014 - July 2015
KnowledgeVision January 2014 - July 2014
KnowledgeVision Systems Incorporated April 2013 - January 2014
InsightSquared August 2012 - March 2013
Putnam Investments September 2010 - August 2012
Skills
Mutual Funds, Customer Service, Salesforce.com, Sales, Securities, Investments, Customer Satisfaction, Process Improvement, SaaS, Sales Operations, Sales Analysis, Analytics, Call Centers, CRM, Sales Management, Management, Online Marketing, Sales Process...
Education
Northeastern University 2004 — 2009
Bachelor of Science, Finance and Accounting Management
Nicholas Sherman Nicholas Sherman's Putnam Investments Experience June 2013 - December 2013
Job Portfolio SpecialistPassive Equity at State Street SSGA
Industry Financial Services
Experience
State Street June 2015 - Present
Clothing Venture October 2012 - Present
Northeastern, Dublin New Venture Program April 2015 - June 2015
State Street June 2014 - April 2015
Putnam Investments June 2013 - December 2013
Bloomberg LP June 2012 - May 2013
Skills
Event Planning, Microsoft Office, PowerPoint, Research, Social Media, Social Media Marketing, Marketing Strategy, Creative Concept Design, WordPress, Facebook, Microsoft Excel, Social Networking, Leadership
Education
Northeastern University 2011 — 2016
Finance and Financial Management Services, Marketing, Entrepreneurship
Andover High School 2007 — 2011
State Street June 2015 - Present
Clothing Venture October 2012 - Present
Northeastern, Dublin New Venture Program April 2015 - June 2015
State Street June 2014 - April 2015
Putnam Investments June 2013 - December 2013
Bloomberg LP June 2012 - May 2013
Skills
Event Planning, Microsoft Office, PowerPoint, Research, Social Media, Social Media Marketing, Marketing Strategy, Creative Concept Design, WordPress, Facebook, Microsoft Excel, Social Networking, Leadership
Education
Northeastern University 2011 — 2016
Finance and Financial Management Services, Marketing, Entrepreneurship
Andover High School 2007 — 2011
Frank Steele Frank Steele's Putnam Investments Experience May 1993 - December 2007
Job Administrative Support & Resolution Specialist
Industry Financial Services
Experience
State Street January 2007 - August 2012
Putnam Investments May 1993 - December 2007
Skills
Client Troubleshooting, New Procedure..., International/Broker..., Internal/External..., Excel, Word, Client Report..., Claims Research, Relationship Development
Education
Northeastern University
Bachelor's degree, Political Science
State Street January 2007 - August 2012
Putnam Investments May 1993 - December 2007
Skills
Client Troubleshooting, New Procedure..., International/Broker..., Internal/External..., Excel, Word, Client Report..., Claims Research, Relationship Development
Education
Northeastern University
Bachelor's degree, Political Science
Brian Kernan Brian Kernan's Putnam Investments Experience June 2012 - January 2013
Job Candidate for Bachelor of Science in Business Administration, Accounting
Industry Financial Services
Experience
Grant Thornton LLP January 2014 - June 2014
Putnam Investments June 2012 - January 2013
Colony Hardware May 2012 - June 2012
Northeastern University September 2011 - April 2012
Woodbridge Recreation June 2008 - August 2011
Skills
Microsoft Excel, Dreamweaver, AED, ACE Certified Personal..., Cpr Certified, Salesforce.com
Education
Northeastern University 2010 — 2015
Junior
National Outdoor Leadership School
Yukon Territory Backpacking and Wilderness Canoeing 30-Day Course
Grant Thornton LLP January 2014 - June 2014
Putnam Investments June 2012 - January 2013
Colony Hardware May 2012 - June 2012
Northeastern University September 2011 - April 2012
Woodbridge Recreation June 2008 - August 2011
Skills
Microsoft Excel, Dreamweaver, AED, ACE Certified Personal..., Cpr Certified, Salesforce.com
Education
Northeastern University 2010 — 2015
Junior
National Outdoor Leadership School
Yukon Territory Backpacking and Wilderness Canoeing 30-Day Course
Brenda Peraino Brenda Peraino's Putnam Investments Experience April 1998 - January 2007
Job Quality Management Specialist at South Shore Hospital
Industry Hospital & Health Care
Experience
South Shore Hospital May 2013 - Present
Children's Hospital Boston May 2012 - May 2013
STATE STREET CORPORATION April 1998 - May 2012
Putnam Investments April 1998 - January 2007
THE COMPUTER MERCHANT, LTD November 1995 - April 1998
CULLINET SOFTWARE INCORPORATED September 1986 - October 1989
RAYTHEON DATA SYSTEMS March 1982 - August 1986
Skills
PeopleSoft
Education
Northeastern University
South Shore Hospital May 2013 - Present
Children's Hospital Boston May 2012 - May 2013
STATE STREET CORPORATION April 1998 - May 2012
Putnam Investments April 1998 - January 2007
THE COMPUTER MERCHANT, LTD November 1995 - April 1998
CULLINET SOFTWARE INCORPORATED September 1986 - October 1989
RAYTHEON DATA SYSTEMS March 1982 - August 1986
Skills
PeopleSoft
Education
Northeastern University
Amanda Rusk Amanda Rusk's Putnam Investments Experience 1995 - 2000
Job Account Executive at Vigilant
Industry Management Consulting
Experience
Vigilant September 2010 - Present
McKesson 2001 - 2004
Meridian Project Systems 2001 - 2001
Putnam Investments 1995 - 2000
Skills
Human Resources, Employee Relations, Personnel Management, Employee Benefits, Coaching, Organizational..., Leadership Development, Strategic Planning, Team Building, Change Management, Public Speaking, Performance Management
Education
Northeastern University
Bachelor of Science (BS)
Vigilant September 2010 - Present
McKesson 2001 - 2004
Meridian Project Systems 2001 - 2001
Putnam Investments 1995 - 2000
Skills
Human Resources, Employee Relations, Personnel Management, Employee Benefits, Coaching, Organizational..., Leadership Development, Strategic Planning, Team Building, Change Management, Public Speaking, Performance Management
Education
Northeastern University
Bachelor of Science (BS)
Donna Toboyko Donna Toboyko's Putnam Investments Experience November 1997 - July 2005
Job Vice President Corporate Communications and Planning at Pershing L.L.C., a BNY Mellon company
Industry Financial Services
Experience
Pershing May 2011 - Present
Mercer July 2005 - May 2011
Putnam Investments November 1997 - July 2005
AXA Equitable February 1991 - November 1997
Skills
Marketing Communications, Management, Public Speaking, Marketing, Training, Program Management, Leadership, Project Management, Vendor Management, Budgets, Financial Services, Employee Benefits
Education
Northeastern University 1996 — 2008
A.S. Business Administration, Marketing
Pershing May 2011 - Present
Mercer July 2005 - May 2011
Putnam Investments November 1997 - July 2005
AXA Equitable February 1991 - November 1997
Skills
Marketing Communications, Management, Public Speaking, Marketing, Training, Program Management, Leadership, Project Management, Vendor Management, Budgets, Financial Services, Employee Benefits
Education
Northeastern University 1996 — 2008
A.S. Business Administration, Marketing
Leo Zelikman Leo Zelikman's Putnam Investments Experience February 2002 - August 2005
Job Senior Systems Engineer at Nuance Communications
Industry Information Technology and Services
Experience
Nuance Communications July 2011 - Present
Charles River Development February 2008 - July 2011
HighRoads May 2007 - October 2007
Beverly Hospital - NortheastPHO 2005 - 2006
Putnam Investments February 2002 - August 2005
Skills
SDLC, Agile Methodologies, SQL, Requirements Analysis, SaaS, Quality Assurance, Unix, VMware, Integration, Enterprise Software, Virtualization, Testing, Business Analysis, Management, Software Project..., Vendor Management, Software Engineering, Visio, Data Center, Cloud Computing
Education
Northeastern University 1989 — 1994
BSME, BS Engineering
Nuance Communications July 2011 - Present
Charles River Development February 2008 - July 2011
HighRoads May 2007 - October 2007
Beverly Hospital - NortheastPHO 2005 - 2006
Putnam Investments February 2002 - August 2005
Skills
SDLC, Agile Methodologies, SQL, Requirements Analysis, SaaS, Quality Assurance, Unix, VMware, Integration, Enterprise Software, Virtualization, Testing, Business Analysis, Management, Software Project..., Vendor Management, Software Engineering, Visio, Data Center, Cloud Computing
Education
Northeastern University 1989 — 1994
BSME, BS Engineering
Tony Santosus, CFA, CMT Tony Santosus, CFA, CMT's Putnam Investments Experience 1998 - 2001
Job Principal at Cutwater Capital LLC
Industry Financial Services
Experience
Cutwater Capital LLC January 2010 - Present
Batterymarch Financial Management October 2001 - March 2009
Putnam Investments 1998 - 2001
Putnam Investments 1991 - 1998
Skills
Equities, Portfolio Management, Investments, Investment Management, Mutual Funds, Investment Strategies, Investment Banking, Risk Management, Financial Services, Hedge Funds, Asset Management, Fixed Income, Alternative Investments, Equity Research, Bloomberg, Asset Allocation, Securities
Education
Northeastern University 1978 — 1983
B.S., Business
Cutwater Capital LLC January 2010 - Present
Batterymarch Financial Management October 2001 - March 2009
Putnam Investments 1998 - 2001
Putnam Investments 1991 - 1998
Skills
Equities, Portfolio Management, Investments, Investment Management, Mutual Funds, Investment Strategies, Investment Banking, Risk Management, Financial Services, Hedge Funds, Asset Management, Fixed Income, Alternative Investments, Equity Research, Bloomberg, Asset Allocation, Securities
Education
Northeastern University 1978 — 1983
B.S., Business
William Rogers William Rogers's Putnam Investments Experience May 1987 - July 1993
Job Strategic and Tactically experienced Customer Success Manager skilled in retention, upsell, churn avoidance seeking role
Industry Computer Software
Experience
Private September 2014 - Present
Intralinks September 2013 - March 2014
NetAtlantic November 2012 - January 2013
CaseNET August 2011 - April 2012
Gomez - Web Performance June 2009 - January 2011
Emptoris Inc July 2007 - December 2008
NetScout Systems October 2003 - July 2007
CTC Communications 2000 - 2003
State Street Bank 1993 - 2000
Putnam Investments May 1987 - July 1993
Education
Northeastern University 1994 — 1998
Bachelor of Technology (B.Tech.), State of the Art Engineering Program
Service and Support Professionals Association 2003 — 2003
Certified Support Professional (CSP), Customer Support
Private September 2014 - Present
Intralinks September 2013 - March 2014
NetAtlantic November 2012 - January 2013
CaseNET August 2011 - April 2012
Gomez - Web Performance June 2009 - January 2011
Emptoris Inc July 2007 - December 2008
NetScout Systems October 2003 - July 2007
CTC Communications 2000 - 2003
State Street Bank 1993 - 2000
Putnam Investments May 1987 - July 1993
Education
Northeastern University 1994 — 1998
Bachelor of Technology (B.Tech.), State of the Art Engineering Program
Service and Support Professionals Association 2003 — 2003
Certified Support Professional (CSP), Customer Support
David Bernard David Bernard's Putnam Investments Experience 1988 - 1989
Job Vice President, Warehouse Lending Banker at Western Alliance Bancorporation
Industry Banking
Experience
Western Alliance Bancorporation / Alliance Bank of Arizona January 2014 - Present
Banc Of Manhattan/Capital, Manhattan Capital Markets February 2012 - November 2013
Bank of America Home Loans Warehouse Lending September 2011 - January 2012
Bank of America Home Loans Warehouse Lending July 2008 - September 2011
Countrywide Home Loans 2004 - July 2008
Putnam Investments 1988 - 1989
Skills
Mortgage Banking, Mortgage Lending, Loans, Management, Credit, Account Management, Leadership, Residential Mortgages, Credit Analysis, Capital Markets, Mortgage Servicing, Portfolio Management, Credit Risk
Education
Northeastern University 1987 — 1992
BA, Marketing, Finance
Western Alliance Bancorporation / Alliance Bank of Arizona January 2014 - Present
Banc Of Manhattan/Capital, Manhattan Capital Markets February 2012 - November 2013
Bank of America Home Loans Warehouse Lending September 2011 - January 2012
Bank of America Home Loans Warehouse Lending July 2008 - September 2011
Countrywide Home Loans 2004 - July 2008
Putnam Investments 1988 - 1989
Skills
Mortgage Banking, Mortgage Lending, Loans, Management, Credit, Account Management, Leadership, Residential Mortgages, Credit Analysis, Capital Markets, Mortgage Servicing, Portfolio Management, Credit Risk
Education
Northeastern University 1987 — 1992
BA, Marketing, Finance
Katherine Sack's Putnam Investments Experience January 1993 - June 1994
Job Experienced Human Resources Business Partner
Industry Human Resources
Experience
Poway Unified School District January 2010 - Present
Wall Street English Italia February 2012 - June 2015
ON Semiconductor April 1997 - January 2002
MCI Corporation January 1996 - March 1997
OppenheimerFunds June 1994 - December 1995
Putnam Investments January 1993 - June 1994
John Hancock Financial Services January 1991 - January 1993
Skills
Italian Fluent, Global Human Resources..., Compensation Strategies, Sales Compensation..., Leadership Training, Talent Management, Benefits Administration, Employee Wellness..., Employee Training, Change Management, Project Management, Job Evaluation, Retirement Plan..., Employee Relations, New Hire Orientations, Workers Compensation, Expatriate Management, HRIS Database Management, Microsoft Excel, Microsoft Word, Research, Microsoft Office, Management, Leadership, Photoshop, PowerPoint, Sales, Training
Education
Northeastern University 1989 — 1994
Bachelor of Science, Business Administration; Human Resource Management
Goshen Central High School, NY 1984 — 1989
Diploma
Poway Unified School District January 2010 - Present
Wall Street English Italia February 2012 - June 2015
ON Semiconductor April 1997 - January 2002
MCI Corporation January 1996 - March 1997
OppenheimerFunds June 1994 - December 1995
Putnam Investments January 1993 - June 1994
John Hancock Financial Services January 1991 - January 1993
Skills
Italian Fluent, Global Human Resources..., Compensation Strategies, Sales Compensation..., Leadership Training, Talent Management, Benefits Administration, Employee Wellness..., Employee Training, Change Management, Project Management, Job Evaluation, Retirement Plan..., Employee Relations, New Hire Orientations, Workers Compensation, Expatriate Management, HRIS Database Management, Microsoft Excel, Microsoft Word, Research, Microsoft Office, Management, Leadership, Photoshop, PowerPoint, Sales, Training
Education
Northeastern University 1989 — 1994
Bachelor of Science, Business Administration; Human Resource Management
Goshen Central High School, NY 1984 — 1989
Diploma
Douglas G. LaRose, CFA Douglas G. LaRose, CFA's Putnam Investments Experience December 2008 - June 2009
Job Manager Research Analyst at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments October 2014 - Present
John Hancock Investments October 2013 - October 2014
John Hancock Life Insurance Company (U.S.A.) October 2012 - October 2013
John Hancock Life Insurance Company (U.S.A.) May 2011 - October 2012
John Hancock Life Insurance Company (U.S.A.) January 2010 - May 2011
Putnam Investments December 2008 - June 2009
John Hancock Life Insurance Company (U.S.A.) January 2008 - July 2008
Skills
Series 7, Investments, Mutual Funds, Access, Bloomberg, Asset Allocation, Equities, Asset Management, Pensions, Alternative Investments, 401k, Securities
Education
Northeastern University 2006 — 2011
Bachelor's degree, Accounting and Finance
John Hancock Investments October 2014 - Present
John Hancock Investments October 2013 - October 2014
John Hancock Life Insurance Company (U.S.A.) October 2012 - October 2013
John Hancock Life Insurance Company (U.S.A.) May 2011 - October 2012
John Hancock Life Insurance Company (U.S.A.) January 2010 - May 2011
Putnam Investments December 2008 - June 2009
John Hancock Life Insurance Company (U.S.A.) January 2008 - July 2008
Skills
Series 7, Investments, Mutual Funds, Access, Bloomberg, Asset Allocation, Equities, Asset Management, Pensions, Alternative Investments, 401k, Securities
Education
Northeastern University 2006 — 2011
Bachelor's degree, Accounting and Finance
Bailey Brooks Bailey Brooks's Putnam Investments Experience June 2015 - Present
Job Student at Northeastern University
Industry
Experience
Putnam Investments June 2015 - Present
The Tipsy Seagull April 2014 - September 2014
Sandy Point Beach May 2013 - September 2013
Bakers Beach Club May 2012 - September 2012
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Teamwork, Time Management, Social Networking
Education
Northeastern University 2013 — 2018
Bachelor's Degree, Finance, General
Durfee High School 2009 — 2013
High School
Putnam Investments June 2015 - Present
The Tipsy Seagull April 2014 - September 2014
Sandy Point Beach May 2013 - September 2013
Bakers Beach Club May 2012 - September 2012
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Teamwork, Time Management, Social Networking
Education
Northeastern University 2013 — 2018
Bachelor's Degree, Finance, General
Durfee High School 2009 — 2013
High School
Michael Woodall Michael Woodall's Putnam Investments Experience January 2007 - Present
Job Executive Level Financial Services Professional
Industry Financial Services
Experience
Boston Water & Sewer Commission February 2015 - Present
Putnam Investments January 2007 - Present
National Investment Company Service Association (NICSA) May 2010 - October 2011
Putnam Investments January 2003 - January 2007
Putnam Investments January 1997 - January 2003
Putnam Investments November 1993 - January 1997
First Data Corporation April 1993 - November 1993
Allmerica Financial March 1992 - April 1993
Fidelity Investments January 1983 - March 1992
Skills
Financial Services
Education
Northeastern University
Boston Water & Sewer Commission February 2015 - Present
Putnam Investments January 2007 - Present
National Investment Company Service Association (NICSA) May 2010 - October 2011
Putnam Investments January 2003 - January 2007
Putnam Investments January 1997 - January 2003
Putnam Investments November 1993 - January 1997
First Data Corporation April 1993 - November 1993
Allmerica Financial March 1992 - April 1993
Fidelity Investments January 1983 - March 1992
Skills
Financial Services
Education
Northeastern University
Jack Mather Jack Mather's Putnam Investments Experience December 2012 - June 2013
Job Senior at Northeastern University
Industry Financial Services
Experience
General Electric June 2015 - August 2015
Johnson & Johnson January 2014 - June 2014
Putnam Investments December 2012 - June 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Community Outreach, Business Planning, Oracle, Salesforce.com, SAP, Strategic Planning, Business Analytics, Quantitative Research, Qualitative Research
Education
Northeastern University 2011 — 2015
Bachelor of Science in Business Administration, Finance
University of Sydney 2014 — 2014
General Electric June 2015 - August 2015
Johnson & Johnson January 2014 - June 2014
Putnam Investments December 2012 - June 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Community Outreach, Business Planning, Oracle, Salesforce.com, SAP, Strategic Planning, Business Analytics, Quantitative Research, Qualitative Research
Education
Northeastern University 2011 — 2015
Bachelor of Science in Business Administration, Finance
University of Sydney 2014 — 2014
Debby Dunn Debby Dunn's Putnam Investments Experience August 1998 - Present
Job VP, Senior Tax Manager Putnam Investments
Industry Financial Services
Experience
Putnam Investments August 1998 - Present
U.S. Department of Labor March 1995 - August 1998
State Street December 1985 - August 1993
Skills
Mutual Funds, Process Improvement, Financial Services, Securities
Education
Northeastern University 1994 — 1996
Masters of Science in Taxation (MST), Taxation
University of Massachusetts, Amherst 1982 — 1985
B.S B.A. in Accounting and Information Systems, Major: Accounting. Minor: Spanish
Hanover High School 1978 — 1982
Putnam Investments August 1998 - Present
U.S. Department of Labor March 1995 - August 1998
State Street December 1985 - August 1993
Skills
Mutual Funds, Process Improvement, Financial Services, Securities
Education
Northeastern University 1994 — 1996
Masters of Science in Taxation (MST), Taxation
University of Massachusetts, Amherst 1982 — 1985
B.S B.A. in Accounting and Information Systems, Major: Accounting. Minor: Spanish
Hanover High School 1978 — 1982
Andrew Abrahams's Putnam Investments Experience July 2015 - Present
Job Fund Accounting Coop, Putnam Investments
Industry Investment Management
Experience
Putnam Investments July 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, SPSS, Event Planning
Education
Northeastern University 2013 — 2018
Candidate for BS in Business Administration, Finance and Accounting, 3rd Year
Haverford High School 2009 — 2013
High School
Putnam Investments July 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, SPSS, Event Planning
Education
Northeastern University 2013 — 2018
Candidate for BS in Business Administration, Finance and Accounting, 3rd Year
Haverford High School 2009 — 2013
High School
Ethan Huntley's Putnam Investments Experience June 2013 - December 2013
Job Credit Suisse HOLT Sector Specialist
Industry Research
Experience
Credit Suisse July 2015 - Present
Wellington Management June 2014 - January 2015
Putnam Investments June 2013 - December 2013
Main Effort Financial May 2012 - August 2012
Hopkinton Country Club 2009 - 2012
Skills
Microsoft Excel, Microsoft Word, Consultant Databases, Performance Analysis, Data Quality, Time Management, PowerPoint, Microsoft Office, Outlook
Education
Northeastern University 2011 — 2016
Finance and Accounting
Swinburne University of Technology 2011 — 2011
Holliston High School 2007 — 2011
Credit Suisse July 2015 - Present
Wellington Management June 2014 - January 2015
Putnam Investments June 2013 - December 2013
Main Effort Financial May 2012 - August 2012
Hopkinton Country Club 2009 - 2012
Skills
Microsoft Excel, Microsoft Word, Consultant Databases, Performance Analysis, Data Quality, Time Management, PowerPoint, Microsoft Office, Outlook
Education
Northeastern University 2011 — 2016
Finance and Accounting
Swinburne University of Technology 2011 — 2011
Holliston High School 2007 — 2011
Jon Platz's Putnam Investments Experience June 2004 - June 2005
Job Marketing Project Manager
Industry Medical Devices
Experience
DENTSPLY Implants December 2013 - Present
DENTSPLY Implants June 2012 - December 2013
DENTSPLY Implants July 2007 - June 2012
Brown Brothers Harriman May 2006 - June 2007
Putnam Investments June 2004 - June 2005
Skills
Project Management, Event Planning, Marketing Strategy, Vendor Relations, Marketing, Salesforce.com, Key Opinion Leaders, InDesign, Microsoft Office, Budget Monitoring, Warehouse Management, Medical Devices, Trade Shows, Sales Operations, Dental Care, Digital Marketing
Education
Northeastern University 2000 — 2005
Bachelor of Science degree in Business Administration, Concentration in Marketing and Management, Graduated Cum Laude
Silver Lake Regional High School
High School
DENTSPLY Implants December 2013 - Present
DENTSPLY Implants June 2012 - December 2013
DENTSPLY Implants July 2007 - June 2012
Brown Brothers Harriman May 2006 - June 2007
Putnam Investments June 2004 - June 2005
Skills
Project Management, Event Planning, Marketing Strategy, Vendor Relations, Marketing, Salesforce.com, Key Opinion Leaders, InDesign, Microsoft Office, Budget Monitoring, Warehouse Management, Medical Devices, Trade Shows, Sales Operations, Dental Care, Digital Marketing
Education
Northeastern University 2000 — 2005
Bachelor of Science degree in Business Administration, Concentration in Marketing and Management, Graduated Cum Laude
Silver Lake Regional High School
High School
Gennaro Ameno Gennaro Ameno's Putnam Investments Experience November 2007 - June 2008
Job Senior Associate at KPMG
Industry Financial Services
Experience
KPMG July 2011 - Present
THL Credit, Inc. February 2010 - February 2011
Raytheon Integrated Defense Systems January 2009 - June 2009
Putnam Investments November 2007 - June 2008
Skills
Financial Modeling, Valuation, Purchase Price..., Monte Carlo Simulation, 409A, Impairment Testing, Equity Valuation, Financial Analysis, Microsoft Office, Microsoft Excel
Education
Northeastern University 2006 — 2011
BS in Business Management, Accounting, Finance
KPMG July 2011 - Present
THL Credit, Inc. February 2010 - February 2011
Raytheon Integrated Defense Systems January 2009 - June 2009
Putnam Investments November 2007 - June 2008
Skills
Financial Modeling, Valuation, Purchase Price..., Monte Carlo Simulation, 409A, Impairment Testing, Equity Valuation, Financial Analysis, Microsoft Office, Microsoft Excel
Education
Northeastern University 2006 — 2011
BS in Business Management, Accounting, Finance
Jailene Cabrera Jailene Cabrera's Putnam Investments Experience July 2014 - August 2014
Job Caterer at CaterStaff
Industry
Experience
CaterStaff April 2015 - Present
Northeastern University School of Law September 2014 - Present
Putnam Investments July 2014 - August 2014
Walgreens August 2013 - July 2014
United South End Settlements July 2013 - August 2013
United South End Settlements November 2012 - May 2013
Orchard Garden Pilot School January 2010 - May 2010
Skills
Microsoft Excel, Microsoft Word, Adobe Photoshop, Adobe Illustrator, Adobe Indesign, PowerPoint, Good Organizer, Customer Service, English, Strategic Planning, Budgets, Public Speaking, Teaching, Artistic Abilities, Spanish-speaking
Education
Northeastern University 2014 — 2019
General Studies- Undeclared
John D. O'Bryant school of Mathematics and Science 2007 — 2014
CaterStaff April 2015 - Present
Northeastern University School of Law September 2014 - Present
Putnam Investments July 2014 - August 2014
Walgreens August 2013 - July 2014
United South End Settlements July 2013 - August 2013
United South End Settlements November 2012 - May 2013
Orchard Garden Pilot School January 2010 - May 2010
Skills
Microsoft Excel, Microsoft Word, Adobe Photoshop, Adobe Illustrator, Adobe Indesign, PowerPoint, Good Organizer, Customer Service, English, Strategic Planning, Budgets, Public Speaking, Teaching, Artistic Abilities, Spanish-speaking
Education
Northeastern University 2014 — 2019
General Studies- Undeclared
John D. O'Bryant school of Mathematics and Science 2007 — 2014
Maureen Holmes Maureen Holmes's Putnam Investments Experience 2001 - August 2007
Job Relationship Manager
Industry Insurance
Experience
Tufts Health Plan – Network Health January 2009 - April 2015
Dress for Success Boston 2008 - 2009
Putnam Investments 2001 - August 2007
Putnam Investments 1997 - 2001
Skills
Key Account Management, Key Account Development, Healthcare, Insurance, Healthcare Management, Public Relations, CRM, Management, Training, Customer Service, Event Management, Strategy, Financial Services, Finance, Business Intelligence, Process Improvement, Investments, Program Management, Marketing, Project Management, Sales, Sales Operations, Selling, Microsoft Office, Team Building, Web Development
Education
Northeastern University
Bachelor of Science, Business Administration cum laude
Tufts Health Plan – Network Health January 2009 - April 2015
Dress for Success Boston 2008 - 2009
Putnam Investments 2001 - August 2007
Putnam Investments 1997 - 2001
Skills
Key Account Management, Key Account Development, Healthcare, Insurance, Healthcare Management, Public Relations, CRM, Management, Training, Customer Service, Event Management, Strategy, Financial Services, Finance, Business Intelligence, Process Improvement, Investments, Program Management, Marketing, Project Management, Sales, Sales Operations, Selling, Microsoft Office, Team Building, Web Development
Education
Northeastern University
Bachelor of Science, Business Administration cum laude
Jessica Frey's Putnam Investments Experience January 2015 - Present
Job Regional Marketing Associate Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2015 - Present
Putnam Investments September 2014 - December 2014
Putnam Investments December 2013 - September 2014
City Sports April 2012 - September 2012
Holyoke Medical Center April 2011 - December 2011
Sutters Jewelry June 2008 - December 2011
Massachusetts General Hospital May 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Facebook, Microsoft Excel, Microsoft Word, Social Media, Customer Service, Data Analysis, Research, Public Speaking, Sales, Teamwork, Social Networking, Salesforce.com, Management, Visual Merchandising
Education
Northeastern University 2009 — 2013
Bachelors Degree, Behavioral Neuroscience
Holyoke High School 2004 — 2008
Putnam Investments January 2015 - Present
Putnam Investments September 2014 - December 2014
Putnam Investments December 2013 - September 2014
City Sports April 2012 - September 2012
Holyoke Medical Center April 2011 - December 2011
Sutters Jewelry June 2008 - December 2011
Massachusetts General Hospital May 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Facebook, Microsoft Excel, Microsoft Word, Social Media, Customer Service, Data Analysis, Research, Public Speaking, Sales, Teamwork, Social Networking, Salesforce.com, Management, Visual Merchandising
Education
Northeastern University 2009 — 2013
Bachelors Degree, Behavioral Neuroscience
Holyoke High School 2004 — 2008
Robert Downey Robert Downey's Putnam Investments Experience June 1999 - August 2013
Job Shirfu at Madison Internal Arts
Industry Health, Wellness and Fitness
Experience
Madison Internal Arts January 2014 - Present
Putnam Investments June 1999 - August 2013
State Street 1992 - 1999
Skills
Risk Management, Risk Assessment, Security, Project Management, Servers, Unix, Windows Server, Linux, Team Building, Troubleshooting, Program Management, Strategic Planning, Windows, Cisco Technologies, Negotiation, Network Security, IT Management, TCP/IP, Disaster Recovery, Information Security, IT Strategy, Integration, Vendor Management, Technical Support, Cloud Computing, Business Continuity, Management
Education
Northeastern University 1982 — 1985
Computer and Information Sciences and Support Services
University of Massachusetts, Amherst 1969 — 1973
Animal Science, Pre Vet
Madison Internal Arts January 2014 - Present
Putnam Investments June 1999 - August 2013
State Street 1992 - 1999
Skills
Risk Management, Risk Assessment, Security, Project Management, Servers, Unix, Windows Server, Linux, Team Building, Troubleshooting, Program Management, Strategic Planning, Windows, Cisco Technologies, Negotiation, Network Security, IT Management, TCP/IP, Disaster Recovery, Information Security, IT Strategy, Integration, Vendor Management, Technical Support, Cloud Computing, Business Continuity, Management
Education
Northeastern University 1982 — 1985
Computer and Information Sciences and Support Services
University of Massachusetts, Amherst 1969 — 1973
Animal Science, Pre Vet
Christopher Chalmers Christopher Chalmers's Putnam Investments Experience June 2013 - December 2013
Job GSAL Client Services Coop at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Defined Contribution Institutional Investment Association (DCIIA) February 2015 - June 2015
State Street Global Advisors July 2014 - December 2014
Putnam Investments June 2013 - December 2013
Skills
Microsoft Office, Teamwork, Public Speaking, Time Management, Customer Service, Access, Research, English, HTML, Windows, Event Planning, Java, Relationship Management, Relationship Building, Business Strategy, Microsoft Word, PowerPoint, Microsoft Excel, Leadership, Social Networking, Finance, Investments, Financial Analysis, Salesforce.com, Outlook, Data Analysis, Financial Services, Team Leadership, Bloomberg
Education
Northeastern University 2011 — 2016
Malden Catholic High School 2007 — 2011
Goldman Sachs July 2015 - Present
Defined Contribution Institutional Investment Association (DCIIA) February 2015 - June 2015
State Street Global Advisors July 2014 - December 2014
Putnam Investments June 2013 - December 2013
Skills
Microsoft Office, Teamwork, Public Speaking, Time Management, Customer Service, Access, Research, English, HTML, Windows, Event Planning, Java, Relationship Management, Relationship Building, Business Strategy, Microsoft Word, PowerPoint, Microsoft Excel, Leadership, Social Networking, Finance, Investments, Financial Analysis, Salesforce.com, Outlook, Data Analysis, Financial Services, Team Leadership, Bloomberg
Education
Northeastern University 2011 — 2016
Malden Catholic High School 2007 — 2011
Laurie Siergiewicz Laurie Siergiewicz's Putnam Investments Experience July 2004 - August 2007
Job Retirement Consultant at GreatWest Life and Annuity Insurance Company
Industry Financial Services
Experience
EMPOWER Retirement September 2008 - Present
Putnam Investments July 2004 - August 2007
Fidelity Investments December 2000 - June 2004
Skills
Management, Investments, Sales Operations, Retirement, Account Management, Sales, Team Building, 401k, Retirement Planning, Mutual Funds, Pensions, Series 63
Education
Northeastern University 1980 — 1985
Bachelor's of Science, Communication and Media Studies
EMPOWER Retirement September 2008 - Present
Putnam Investments July 2004 - August 2007
Fidelity Investments December 2000 - June 2004
Skills
Management, Investments, Sales Operations, Retirement, Account Management, Sales, Team Building, 401k, Retirement Planning, Mutual Funds, Pensions, Series 63
Education
Northeastern University 1980 — 1985
Bachelor's of Science, Communication and Media Studies
Alyssa Arnold Alyssa Arnold's Putnam Investments Experience January 2010 - June 2010
Job Accenture Management Consulting Analyst
Industry Management Consulting
Experience
Accenture June 2013 - Present
Blood, Sweat & Cheers January 2013 - June 2013
Boston Beer Company June 2012 - May 2013
Northeastern University 2008 - May 2013
Northeastern University Intramural Sports January 2009 - January 2012
Food Should Taste Good January 2011 - June 2011
Putnam Investments January 2010 - June 2010
DaleGroup & Bondex Insurance April 2009 - September 2009
Skills
Event Planning, Marketing, Advertising, Public Relations, Sales, Microsoft Excel, Public Speaking, Time Management, Management, Social Media, PowerPoint, Microsoft Office, Microsoft Word, Social Networking, Research, Data Analysis, Marketing Strategy
Education
Northeastern University 2008 — 2013
Bachelor of Business Administration (BBA), Marketing
Watchung Hills Regional High School
Accenture June 2013 - Present
Blood, Sweat & Cheers January 2013 - June 2013
Boston Beer Company June 2012 - May 2013
Northeastern University 2008 - May 2013
Northeastern University Intramural Sports January 2009 - January 2012
Food Should Taste Good January 2011 - June 2011
Putnam Investments January 2010 - June 2010
DaleGroup & Bondex Insurance April 2009 - September 2009
Skills
Event Planning, Marketing, Advertising, Public Relations, Sales, Microsoft Excel, Public Speaking, Time Management, Management, Social Media, PowerPoint, Microsoft Office, Microsoft Word, Social Networking, Research, Data Analysis, Marketing Strategy
Education
Northeastern University 2008 — 2013
Bachelor of Business Administration (BBA), Marketing
Watchung Hills Regional High School
Tim Gaudette Tim Gaudette's Putnam Investments Experience 2005 - 2008
Job Fixed Income Business Analyst
Industry Financial Services
Experience
Fidelity Investments July 2011 - June 2013
Bain Capital, LLC September 2008 - July 2011
Putnam Investments 2005 - 2008
Wellington Management October 2004 - March 2005
State Street Global Advisors February 1999 - April 2004
Fidelity Investments September 1996 - February 1999
Skills
Fixed Income, Asset Management, Business Analysis, Valuation, Asset Managment, Portfolio Management
Education
Northeastern University
Master's degree
University of Maine
Bachelor of Science (BS)
Fidelity Investments July 2011 - June 2013
Bain Capital, LLC September 2008 - July 2011
Putnam Investments 2005 - 2008
Wellington Management October 2004 - March 2005
State Street Global Advisors February 1999 - April 2004
Fidelity Investments September 1996 - February 1999
Skills
Fixed Income, Asset Management, Business Analysis, Valuation, Asset Managment, Portfolio Management
Education
Northeastern University
Master's degree
University of Maine
Bachelor of Science (BS)
Leilani Caliguiran, CMP's Putnam Investments Experience October 2011 - Present
Job Supervisor, Meeting Services
Industry Events Services
Experience
Putnam Investments October 2011 - Present
Westin Copley Place Hotel December 2010 - September 2011
Westin Boston Waterfont November 2009 - December 2010
Westin Boston Waterfront May 2006 - November 2009
Westin Boston Waterfront November 2005 - May 2006
Wyndham Hotel April 2004 - November 2005
Skills
Meeting Planning, Hospitality Industry, Hospitality Management, Hotels, Convention Services, Catering, Corporate Events
Education
Northeastern University 1999 — 2004
Bachelor's Degree, Business Management & Marketing
Putnam Investments October 2011 - Present
Westin Copley Place Hotel December 2010 - September 2011
Westin Boston Waterfont November 2009 - December 2010
Westin Boston Waterfront May 2006 - November 2009
Westin Boston Waterfront November 2005 - May 2006
Wyndham Hotel April 2004 - November 2005
Skills
Meeting Planning, Hospitality Industry, Hospitality Management, Hotels, Convention Services, Catering, Corporate Events
Education
Northeastern University 1999 — 2004
Bachelor's Degree, Business Management & Marketing
James Malone, CFA James Malone, CFA's Putnam Investments Experience September 2000 - September 2007
Job Director, Investment Platform Division at Community Capital Management, Inc
Industry Financial Services
Experience
Community Capital Management, Inc August 2011 - Present
Harbourside Consulting Group, LLC October 2009 - Present
Franklin Templeton Investments November 2007 - April 2009
Putnam Investments September 2000 - September 2007
PricewaterhouseCoopers September 1996 - September 2000
Education
Northeastern University 1993 — 1996
Bsc., Accounting and Finance
Community Capital Management, Inc August 2011 - Present
Harbourside Consulting Group, LLC October 2009 - Present
Franklin Templeton Investments November 2007 - April 2009
Putnam Investments September 2000 - September 2007
PricewaterhouseCoopers September 1996 - September 2000
Education
Northeastern University 1993 — 1996
Bsc., Accounting and Finance
Katie Chipman Katie Chipman's Putnam Investments Experience January 2008 - June 2008
Job Financial Administrator, Boston University, School of Management
Industry Financial Services
Experience
Boston University October 2012 - Present
Beth Israel Deaconess Medical Center December 2010 - October 2012
SNI Companies June 2009 - December 2010
Putnam Investments January 2008 - June 2008
The Boston Consulting Group January 2007 - June 2007
John Hancock Life Insurance Company (U.S.A.) January 2006 - August 2006
Education
Northeastern University 2004 — 2009
Boston University October 2012 - Present
Beth Israel Deaconess Medical Center December 2010 - October 2012
SNI Companies June 2009 - December 2010
Putnam Investments January 2008 - June 2008
The Boston Consulting Group January 2007 - June 2007
John Hancock Life Insurance Company (U.S.A.) January 2006 - August 2006
Education
Northeastern University 2004 — 2009
kristen bishop kristen bishop's Putnam Investments Experience September 1992 - November 2002
Job Realtor at Success! Real Estate
Industry Real Estate
Experience
Success! Real Estate October 2014 - Present
Compass Realty March 2010 - October 2014
Putnam Investments September 1992 - November 2002
Skills
Buyer Representation, Condos
Education
Suffolk University - Sawyer Business School 1997 — 2000
MBA, Business Marketing
Northeastern University 1987 — 1992
BA, Business Marketing
Success! Real Estate October 2014 - Present
Compass Realty March 2010 - October 2014
Putnam Investments September 1992 - November 2002
Skills
Buyer Representation, Condos
Education
Suffolk University - Sawyer Business School 1997 — 2000
MBA, Business Marketing
Northeastern University 1987 — 1992
BA, Business Marketing
Michael Woodyshek Michael Woodyshek's Putnam Investments Experience 1996 - 1999
Job Executive Vice President / Member
Industry Financial Services
Experience
Stirling Capital Management, LLC April 2009 - Present
CMAX 2007 - April 2009
Deutsche Bank (db home lending) 2006 - 2007
Avalon Research Group 2001 - 2002
Ivy Funds 2000 - 2001
Ocwen Financial Corporation 1999 - 1999
Putnam Investments 1996 - 1999
Skills
Sales Operations, New Business Development, Financial Management, Business Development, Portfolio Management, Executive Management, Mortgage Lending, Strategy, Credit, Operations Management, Strategic Planning, Leadership, Risk Management, Credit Cards, Banking, Sales Management, Contract Negotiation, Team Leadership, Due Diligence, Business Planning, Financial Services, Entrepreneurship, Analytics, Selling, Finance, Financial Analysis, Business Analysis, Negotiation, Pricing, Loans, Management, Credit Analysis, Business Strategy, Investments, Relationship Management, Competitive Analysis, Mortgage Banking, Management Consulting, Credit Risk, Strategic Partnerships, Analysis
Education
Xaverian Brothers H.S. 1985 — 1989
Northeastern University
BS, Business Adminstration/Finance
Stirling Capital Management, LLC April 2009 - Present
CMAX 2007 - April 2009
Deutsche Bank (db home lending) 2006 - 2007
Avalon Research Group 2001 - 2002
Ivy Funds 2000 - 2001
Ocwen Financial Corporation 1999 - 1999
Putnam Investments 1996 - 1999
Skills
Sales Operations, New Business Development, Financial Management, Business Development, Portfolio Management, Executive Management, Mortgage Lending, Strategy, Credit, Operations Management, Strategic Planning, Leadership, Risk Management, Credit Cards, Banking, Sales Management, Contract Negotiation, Team Leadership, Due Diligence, Business Planning, Financial Services, Entrepreneurship, Analytics, Selling, Finance, Financial Analysis, Business Analysis, Negotiation, Pricing, Loans, Management, Credit Analysis, Business Strategy, Investments, Relationship Management, Competitive Analysis, Mortgage Banking, Management Consulting, Credit Risk, Strategic Partnerships, Analysis
Education
Xaverian Brothers H.S. 1985 — 1989
Northeastern University
BS, Business Adminstration/Finance
William Riggs William Riggs's Putnam Investments Experience June 2013 - January 2014
Job Seasonal Analyst at Egon Zehnder
Industry Management Consulting
Experience
Egon Zehnder June 2015 - Present
Northeastern University August 2014 - Present
Smartleaf July 2014 - December 2014
Putnam Investments June 2013 - January 2014
Frozen Ropes Training Facility October 2010 - June 2012
Skills
Salesforce.com, Dreamweaver, Microsoft Excel, PowerPoint, Microsoft Word, HubSpot, InDesign, Microsoft Office, Social Media, Event Planning, Public Speaking, Marketing, Management, Sales
Education
Northeastern University 2011 — 2016
Bachelor of Science (B.S.), Business Administration, Finance, Management
Egon Zehnder June 2015 - Present
Northeastern University August 2014 - Present
Smartleaf July 2014 - December 2014
Putnam Investments June 2013 - January 2014
Frozen Ropes Training Facility October 2010 - June 2012
Skills
Salesforce.com, Dreamweaver, Microsoft Excel, PowerPoint, Microsoft Word, HubSpot, InDesign, Microsoft Office, Social Media, Event Planning, Public Speaking, Marketing, Management, Sales
Education
Northeastern University 2011 — 2016
Bachelor of Science (B.S.), Business Administration, Finance, Management
Dmitriy Sokolovskiy's Putnam Investments Experience October 2003 - May 2007
Job Director of Implementation Services at CyberArk Software
Industry Information Technology and Services
Experience
CyberArk Software June 2007 - Present
Putnam Investments October 2003 - May 2007
Putnam Investments November 2003 - September 2006
AMNetworking May 2001 - September 2006
AimNet Solutions November 2002 - November 2003
InterOPS Management Solutions January 2001 - May 2002
HealthGate Data Corp January 1998 - June 2000
Skills
WAN, Security, Network Security, Firewalls, Cisco, CISSP, Servers, Windows Server 2003, Windows Server 2008, Clustering, Troubleshooting, Virtualization, Active Directory, Telecommunications, Team Leadership, Windows, Process Improvement, Microsoft Office, Access, Disaster Recovery, Problem Solving, Salesforce.com, TCP/IP, IT Service Management, Cisco Technologies, Windows Server, Cluster, Identity Management, Data Center, Solaris, Enterprise Architecture, IT Management, Networking, Unix, Information Security, Hardware, Testing
Education
Northeastern University
Computer Science
CyberArk Software June 2007 - Present
Putnam Investments October 2003 - May 2007
Putnam Investments November 2003 - September 2006
AMNetworking May 2001 - September 2006
AimNet Solutions November 2002 - November 2003
InterOPS Management Solutions January 2001 - May 2002
HealthGate Data Corp January 1998 - June 2000
Skills
WAN, Security, Network Security, Firewalls, Cisco, CISSP, Servers, Windows Server 2003, Windows Server 2008, Clustering, Troubleshooting, Virtualization, Active Directory, Telecommunications, Team Leadership, Windows, Process Improvement, Microsoft Office, Access, Disaster Recovery, Problem Solving, Salesforce.com, TCP/IP, IT Service Management, Cisco Technologies, Windows Server, Cluster, Identity Management, Data Center, Solaris, Enterprise Architecture, IT Management, Networking, Unix, Information Security, Hardware, Testing
Education
Northeastern University
Computer Science
Bonnie Flaman's Putnam Investments Experience 1998 - 2003
Job Senior Applications Developer at Boston College
Industry Information Technology and Services
Experience
Boston College November 2008 - Present
Citizens Bank September 2005 - October 2008
Tweeter November 2003 - September 2005
Putnam Investments 1998 - 2003
FM Global June 1988 - April 1998
Skills
SQR, PeopleSoft, PeopleCode, SQL, PeopleTools
Education
Northeastern University 1994 — 1999
Associate of Science (AS), MIS
Boston College November 2008 - Present
Citizens Bank September 2005 - October 2008
Tweeter November 2003 - September 2005
Putnam Investments 1998 - 2003
FM Global June 1988 - April 1998
Skills
SQR, PeopleSoft, PeopleCode, SQL, PeopleTools
Education
Northeastern University 1994 — 1999
Associate of Science (AS), MIS
Joey Blondin, PMP, ITIL's Putnam Investments Experience January 2002 - June 2002
Job Veteran Technology Project/Program Manager (15+ Years) Actively Seeking Opportunities in NYC Area
Industry Information Technology and Services
Experience
Independent IT Consultant/Contractor March 2015 - Present
Axelerate November 2014 - February 2015
Simplicity Consulting March 2014 - November 2014
Microsoft Corporation - Microsoft IT, Corporate Finance, HR, Legal & IT Business Units March 2010 - February 2014
Microsoft Corporation March 2008 - March 2010
Microsoft Corporation October 2007 - March 2008
Microsoft Corporation June 2005 - October 2007
Microsoft Corporation June 2003 - June 2005
Hewlett-Packard (Palm Incorporated - Acquired by HP) June 2002 - June 2003
Putnam Investments January 2002 - June 2002
Skills
Cloud Computing, Product Planning, SDLC, Project Planning, Enterprise Software, Product Management, SaaS, Management, SharePoint, Software Project..., Business Strategy, Business Intelligence, Program Management, Strategy, Cross-functional Team..., Agile Methodologies, Software Development, Integration, Project Portfolio..., Strategic Partnerships, Mobile Devices, Process Improvement, Leadership, Presentation Development, Executive-level..., IT Business Management, Disaster Recovery, Service Delivery, IT Service Management, PMP, Release Management, IT Strategy, Agile Project Management, Vendor Management, Strategic Planning, ITIL, Operations Management, Enterprise Architecture, Customer Oriented, Problem Management, Budgets, Project Delivery, Metrics, Service Engineering, Agile & Waterfall..., Scrum, Microsoft Technologies, Cost Management, Budget Management, MOF
Education
Northeastern University 1999 — 2004
Bachelor of Business Administration (BBA), Dual Focus & Concentration Areas: Management Information Systems & Leadership, Cum Laude
Independent IT Consultant/Contractor March 2015 - Present
Axelerate November 2014 - February 2015
Simplicity Consulting March 2014 - November 2014
Microsoft Corporation - Microsoft IT, Corporate Finance, HR, Legal & IT Business Units March 2010 - February 2014
Microsoft Corporation March 2008 - March 2010
Microsoft Corporation October 2007 - March 2008
Microsoft Corporation June 2005 - October 2007
Microsoft Corporation June 2003 - June 2005
Hewlett-Packard (Palm Incorporated - Acquired by HP) June 2002 - June 2003
Putnam Investments January 2002 - June 2002
Skills
Cloud Computing, Product Planning, SDLC, Project Planning, Enterprise Software, Product Management, SaaS, Management, SharePoint, Software Project..., Business Strategy, Business Intelligence, Program Management, Strategy, Cross-functional Team..., Agile Methodologies, Software Development, Integration, Project Portfolio..., Strategic Partnerships, Mobile Devices, Process Improvement, Leadership, Presentation Development, Executive-level..., IT Business Management, Disaster Recovery, Service Delivery, IT Service Management, PMP, Release Management, IT Strategy, Agile Project Management, Vendor Management, Strategic Planning, ITIL, Operations Management, Enterprise Architecture, Customer Oriented, Problem Management, Budgets, Project Delivery, Metrics, Service Engineering, Agile & Waterfall..., Scrum, Microsoft Technologies, Cost Management, Budget Management, MOF
Education
Northeastern University 1999 — 2004
Bachelor of Business Administration (BBA), Dual Focus & Concentration Areas: Management Information Systems & Leadership, Cum Laude
Jason Vaillancourt, CFA's Putnam Investments Experience 2013 - Present
Job CoHead of Global Asset Allocation at Putnam Investments
Industry Investment Management
Experience
Putnam Investments 2013 - Present
Putnam Investments August 2000 - 2012
Fidelity Investments 1996 - 1998
Skills
Investments, Asset Allocation, Alternative Investments, Equities, Fixed Income, Hedge Funds, Mutual Funds, Asset Management, Investment Management
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA), Analytic Finance
Northeastern University 1991 — 1996
BS, Finance
Putnam Investments 2013 - Present
Putnam Investments August 2000 - 2012
Fidelity Investments 1996 - 1998
Skills
Investments, Asset Allocation, Alternative Investments, Equities, Fixed Income, Hedge Funds, Mutual Funds, Asset Management, Investment Management
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA), Analytic Finance
Northeastern University 1991 — 1996
BS, Finance
Hongmei (Amy) Xu's Putnam Investments Experience September 2005 - October 2010
Job Sr. System Analyst/Architect at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors October 2010 - Present
Putnam Investments September 2005 - October 2010
State Street Corporation June 2000 - September 2005
Skills
PL/SQL, Oracle, Java Enterprise Edition, Market Data, Trading Systems, Fixed Income, Bloomberg, Equities, Derivatives, Hedge Funds, Sybase, Business Analysis, SDLC, SQL, Business Intelligence, Data Warehousing, Back Office, Data Analysis, Quantitative Analytics, VBA, Requirements Analysis
Education
Northeastern University 1998 — 2000
M.S., Computer Systems Engineering
Beijing Information Science & Technology University 1992 — 1996
Bachelor's Degree, Telecommunications Engineering
State Street Global Advisors October 2010 - Present
Putnam Investments September 2005 - October 2010
State Street Corporation June 2000 - September 2005
Skills
PL/SQL, Oracle, Java Enterprise Edition, Market Data, Trading Systems, Fixed Income, Bloomberg, Equities, Derivatives, Hedge Funds, Sybase, Business Analysis, SDLC, SQL, Business Intelligence, Data Warehousing, Back Office, Data Analysis, Quantitative Analytics, VBA, Requirements Analysis
Education
Northeastern University 1998 — 2000
M.S., Computer Systems Engineering
Beijing Information Science & Technology University 1992 — 1996
Bachelor's Degree, Telecommunications Engineering
Jeff Weishaar's Putnam Investments Experience 1998 - Present
Job Senior Vice President, International Trader at Putnam Investments
Industry Financial Services
Experience
Putnam Investments 1998 - Present
Skills
Hedge Funds, Series 7, Alternative Investments, Financial Modeling, Series 63, Equities, Series 65, Risk Management, Securities, Derivatives, FX Options, Commodity, Options, Investment Banking, Mutual Funds, Retirement Planning, Valuation, Equity Valuation, Trading Systems, FINRA, Bonds, Competitive Analysis, Asset Management, Fixed Income, ETFs, Investment Management, Financial Analysis, Electronic Trading, Strategic Financial..., Trading, Financial Services, Equity Trading, Asset Allocation, Bloomberg, Wealth Management, Emerging Markets, Equity Research, Investment Strategies, Relationship Management, Equity Derivatives, Capital Markets, Investments, Financial Markets, Portfolio Management, Finance
Education
Northeastern University 1991 — 1996
BA, Marketing and Finance
Putnam Investments 1998 - Present
Skills
Hedge Funds, Series 7, Alternative Investments, Financial Modeling, Series 63, Equities, Series 65, Risk Management, Securities, Derivatives, FX Options, Commodity, Options, Investment Banking, Mutual Funds, Retirement Planning, Valuation, Equity Valuation, Trading Systems, FINRA, Bonds, Competitive Analysis, Asset Management, Fixed Income, ETFs, Investment Management, Financial Analysis, Electronic Trading, Strategic Financial..., Trading, Financial Services, Equity Trading, Asset Allocation, Bloomberg, Wealth Management, Emerging Markets, Equity Research, Investment Strategies, Relationship Management, Equity Derivatives, Capital Markets, Investments, Financial Markets, Portfolio Management, Finance
Education
Northeastern University 1991 — 1996
BA, Marketing and Finance
Suzanne Burgess's Putnam Investments Experience June 1997 - April 2009
Job Senior Payroll CSR at Paychex
Industry Financial Services
Experience
Paychex December 2011 - Present
Mercer Human Resource Consulting June 1997 - April 2009
Putnam Investments June 1997 - April 2009
putnam investments 2000 - 2001
putnam investments 1998 - 2001
putnam investments 1998 - 1999
KPMG Peat Marwick July 1992 - June 1997
Coopers & Lybrand July 1990 - June 1992
DuPont June 1988 - June 1990
Education
Northeastern University 1987 — 1990
BSBA, Business Administration, MIS
BHS
Paychex December 2011 - Present
Mercer Human Resource Consulting June 1997 - April 2009
Putnam Investments June 1997 - April 2009
putnam investments 2000 - 2001
putnam investments 1998 - 2001
putnam investments 1998 - 1999
KPMG Peat Marwick July 1992 - June 1997
Coopers & Lybrand July 1990 - June 1992
DuPont June 1988 - June 1990
Education
Northeastern University 1987 — 1990
BSBA, Business Administration, MIS
BHS
Lance Wordelmann's Putnam Investments Experience May 1996 - August 2000
Job Chief Operating Officer Head of Business Development
Industry Investment Management
Experience
Metric Advisors April 2015 - Present
AMG Funds September 2010 - October 2014
Palmetto Advisory Group April 2010 - September 2010
Natixis August 2003 - December 2009
MFS Investment Management August 2000 - August 2003
Putnam Investments May 1996 - August 2000
Skills
Mutual Funds, Series 7, Series 63, Separately Managed..., Asset Allocation, Alternative Investments, ETFs, Investment Strategies, Investments, Asset Managment
Education
Northeastern University 1994 — 1999
Finance & Economics
Essex Jct High School 1990 — 1994
Diploma, Gen Education
Metric Advisors April 2015 - Present
AMG Funds September 2010 - October 2014
Palmetto Advisory Group April 2010 - September 2010
Natixis August 2003 - December 2009
MFS Investment Management August 2000 - August 2003
Putnam Investments May 1996 - August 2000
Skills
Mutual Funds, Series 7, Series 63, Separately Managed..., Asset Allocation, Alternative Investments, ETFs, Investment Strategies, Investments, Asset Managment
Education
Northeastern University 1994 — 1999
Finance & Economics
Essex Jct High School 1990 — 1994
Diploma, Gen Education
David Zannino's Putnam Investments Experience 1997 - December 2014
Job Relationship Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement January 2015 - Present
Putnam Investments 1997 - December 2014
Skills
Retirement Planning, Pensions, Investments
Education
Northeastern University 1986 — 1990
EMPOWER Retirement January 2015 - Present
Putnam Investments 1997 - December 2014
Skills
Retirement Planning, Pensions, Investments
Education
Northeastern University 1986 — 1990
Bob Irving's Putnam Investments Experience January 1993 - August 1996
Job Database Design Architect at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
Fidelity Investments November 2005 - July 2007
Fidelity Investments January 2002 - October 2005
Putnam Investments January 1993 - August 1996
Education
Northeastern University 1977 — 1983
BS/BA, Accounting / Finance
Fidelity Investments August 2007 - Present
Fidelity Investments November 2005 - July 2007
Fidelity Investments January 2002 - October 2005
Putnam Investments January 1993 - August 1996
Education
Northeastern University 1977 — 1983
BS/BA, Accounting / Finance
Don McEachern's Putnam Investments Experience May 1996 - June 1998
Job Business Owner at ASC Technology Solutions
Industry Computer Networking
Experience
ASC Technology Solutions October 2004 - Present
ASC Technology Solutions, Inc. January 1970 - Present
Phase 3 Coroporation June 1998 - September 2004
United States Air Force July 1988 - July 2002
Putnam Investments May 1996 - June 1998
Skills
Tax Preparation, Small Business, New Business Development, Customer Service, Strategic Planning, Storage, Computer Network...
Education
Northeastern University 1993 — 1998
ASC Technology Solutions October 2004 - Present
ASC Technology Solutions, Inc. January 1970 - Present
Phase 3 Coroporation June 1998 - September 2004
United States Air Force July 1988 - July 2002
Putnam Investments May 1996 - June 1998
Skills
Tax Preparation, Small Business, New Business Development, Customer Service, Strategic Planning, Storage, Computer Network...
Education
Northeastern University 1993 — 1998
Bich-Van Nguyen's Putnam Investments Experience 2010 - 2010
Job Sr. Business System Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
Eaton Vance December 2010 - April 2011
Putnam Investments 2010 - 2010
Bank of New York Mellon 2008 - 2009
Fidelity Investments March 2006 - December 2007
eCredit.com 1998 - 2000
Skills
Mutual Funds, SDLC, Requirements Analysis, Business Analysis, Agile Methodologies, Project Management, Vendor Management, Financial Services, Software Project..., CRM, Process Improvement
Education
Northeastern University 1990 — 1992
Master of Science (MS), Mathematics in Computing
Northeastern University 1990 — 1992
Master of Science (M.S.), Mathematics in Computing
Simmons College 1986 — 1990
Bachelor of Science (B.S.), Computer Science and Mathematics
Fidelity Investments May 2011 - Present
Eaton Vance December 2010 - April 2011
Putnam Investments 2010 - 2010
Bank of New York Mellon 2008 - 2009
Fidelity Investments March 2006 - December 2007
eCredit.com 1998 - 2000
Skills
Mutual Funds, SDLC, Requirements Analysis, Business Analysis, Agile Methodologies, Project Management, Vendor Management, Financial Services, Software Project..., CRM, Process Improvement
Education
Northeastern University 1990 — 1992
Master of Science (MS), Mathematics in Computing
Northeastern University 1990 — 1992
Master of Science (M.S.), Mathematics in Computing
Simmons College 1986 — 1990
Bachelor of Science (B.S.), Computer Science and Mathematics
Stephen Gouthro's Putnam Investments Experience 2008 - Present
Job Investment Operations Executive
Industry Investment Management
Experience
Putnam Investments 2008 - Present
Putnam Investments 2006 - 2008
Putnam Investments 2001 - 2005
Putnam Investments 1996 - 2000
Putnam Investments 1990 - 1996
Skills
Market Data, Performance Attribution, Program Management, Transition Management, Relationship Management, Outsourcing, Product Development, Mutual Funds, Asset Managment, Fixed Income
Education
Northeastern University 1985 — 1990
Cardinal Spellman 1981 — 1985
Putnam Investments 2008 - Present
Putnam Investments 2006 - 2008
Putnam Investments 2001 - 2005
Putnam Investments 1996 - 2000
Putnam Investments 1990 - 1996
Skills
Market Data, Performance Attribution, Program Management, Transition Management, Relationship Management, Outsourcing, Product Development, Mutual Funds, Asset Managment, Fixed Income
Education
Northeastern University 1985 — 1990
Cardinal Spellman 1981 — 1985
Kellner, Barry's Putnam Investments Experience September 1997 - December 2006
Job Portfolio Accounting Analyist at State Street
Industry Financial Services
Experience
State Street January 2007 - Present
Putnam Investments September 1997 - December 2006
Prudential Assurance January 1994 - October 1997
Skills
Alternative Investments, Fund Administration, Derivatives, Financial Services, Accounting, Bloomberg Terminal, Investments, Valuation, Portfolio Management, Asset Management, Finance, Risk Management
Education
Northeastern University 1966 — 1972
Bachelor of Arts (BA), Philosophy
State Street January 2007 - Present
Putnam Investments September 1997 - December 2006
Prudential Assurance January 1994 - October 1997
Skills
Alternative Investments, Fund Administration, Derivatives, Financial Services, Accounting, Bloomberg Terminal, Investments, Valuation, Portfolio Management, Asset Management, Finance, Risk Management
Education
Northeastern University 1966 — 1972
Bachelor of Arts (BA), Philosophy
Caroline Gathembe's Putnam Investments Experience July 2006 - December 2006
Job Quality Analyst at Epocrates
Industry Computer Software
Experience
Epocrates March 2011 - Present
Outcome June 2007 - June 2010
OUTCOME SCIENCES June 2007 - June 2010
Putnam Investments July 2006 - December 2006
Boston Properties June 2005 - December 2005
Education
Northeastern University 2005 — 2007
BSBA, Management Information Systems, General
Northern Essex Community College
Associate Degree, Business Administration
NORTHEASTERN UNIVERSITY
Bachelor of Science Degree, Business Administration; Management Information Systems
Epocrates March 2011 - Present
Outcome June 2007 - June 2010
OUTCOME SCIENCES June 2007 - June 2010
Putnam Investments July 2006 - December 2006
Boston Properties June 2005 - December 2005
Education
Northeastern University 2005 — 2007
BSBA, Management Information Systems, General
Northern Essex Community College
Associate Degree, Business Administration
NORTHEASTERN UNIVERSITY
Bachelor of Science Degree, Business Administration; Management Information Systems
Jesse Appel's Putnam Investments Experience March 2012 - Present
Job Business Systems Consultant at Putnam Investments
Industry Financial Services
Experience
Putnam Investments March 2012 - Present
Putnam Investments July 2009 - February 2012
Schlumberger Technologies January 2008 - July 2008
Lockheed Martin January 2007 - July 2007
Bluestone Energy Consultants January 2006 - July 2006
Skills
Matlab, C++, SQL, VBA, Selenium, Unix Shell Scripting, Unix, Business Analysis, Tableau, Google Search Appliance, SAP R/3, R, PowerPoint, Microsoft Office, Data Analysis, Management, Analysis, Project Management
Education
Suffolk University - Sawyer School of Management 2010 — 2013
MBA, Finance
Northeastern University 2004 — 2009
BS, Mechanical Engineering
Putnam Investments March 2012 - Present
Putnam Investments July 2009 - February 2012
Schlumberger Technologies January 2008 - July 2008
Lockheed Martin January 2007 - July 2007
Bluestone Energy Consultants January 2006 - July 2006
Skills
Matlab, C++, SQL, VBA, Selenium, Unix Shell Scripting, Unix, Business Analysis, Tableau, Google Search Appliance, SAP R/3, R, PowerPoint, Microsoft Office, Data Analysis, Management, Analysis, Project Management
Education
Suffolk University - Sawyer School of Management 2010 — 2013
MBA, Finance
Northeastern University 2004 — 2009
BS, Mechanical Engineering
Kristen Turpin's Putnam Investments Experience January 2004 - Present
Job Manager, Applications
Industry Information Technology and Services
Experience
Putnam Investments January 2004 - Present
Education
Northeastern University 1998 — 2003
Putnam Investments January 2004 - Present
Education
Northeastern University 1998 — 2003
Chris Moniz's Putnam Investments Experience 1994 - 2007
Job Global Markets IT at State Street
Industry Investment Management
Experience
State Street January 2014 - Present
Fidelity Investments July 2011 - 2013
Fidelity Investments November 2011 - July 2012
John Hancock November 2008 - October 2011
John Hancock Financial Services November 2007 - October 2008
Putnam Investments 1994 - 2007
Skills
Trading life cycle (..., PMP, Business Intelligence, Fixed Income, Project Management, Business Analysis, Cross-functional Team..., Management, Integration, Mutual Funds, Product Management, Bloomberg, Leadership, Trading Systems, Derivatives, Trading, Investments, Project Planning, Back Office
Education
Northeastern University
Bachelor of Science (BS), Management
State Street January 2014 - Present
Fidelity Investments July 2011 - 2013
Fidelity Investments November 2011 - July 2012
John Hancock November 2008 - October 2011
John Hancock Financial Services November 2007 - October 2008
Putnam Investments 1994 - 2007
Skills
Trading life cycle (..., PMP, Business Intelligence, Fixed Income, Project Management, Business Analysis, Cross-functional Team..., Management, Integration, Mutual Funds, Product Management, Bloomberg, Leadership, Trading Systems, Derivatives, Trading, Investments, Project Planning, Back Office
Education
Northeastern University
Bachelor of Science (BS), Management
Matthew Hazelton, CFA's Putnam Investments Experience January 2007 - December 2007
Job Associate, High Yield Credit Research at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets August 2014 - Present
Prudential Investment Management February 2012 - August 2014
Morgan Stanley 2010 - 2011
UBS Investment Bank January 2008 - June 2008
Putnam Investments January 2007 - December 2007
Skills
Trading, Credit, Fixed Income, Capital Markets, Wealth Management, Bonds, Financial Modeling, Valuation, Financial Analysis, High Yield Bonds
Education
Northeastern University 2004 — 2009
BSBA, Finance, Management
RBC Capital Markets August 2014 - Present
Prudential Investment Management February 2012 - August 2014
Morgan Stanley 2010 - 2011
UBS Investment Bank January 2008 - June 2008
Putnam Investments January 2007 - December 2007
Skills
Trading, Credit, Fixed Income, Capital Markets, Wealth Management, Bonds, Financial Modeling, Valuation, Financial Analysis, High Yield Bonds
Education
Northeastern University 2004 — 2009
BSBA, Finance, Management
Bucci, Jeffrey's Putnam Investments Experience June 2004 - January 2005
Job Treasury Manager at Reit Management & Research, LLC
Industry Banking
Experience
Reit Management & Research, LLC March 2013 - Present
Analog Devices June 2010 - February 2013
Citizens Bank March 2007 - October 2009
Monitor Group June 2006 - April 2007
Putnam Investments June 2004 - January 2005
State Street Global Advisors November 2002 - May 2004
Skills
Financial Analysis, Risk Management, Business Analysis, Finance, Financial Modeling, Process Improvement, Corporate Finance, Microsoft Excel, Banking, Business Intelligence, Project Management, Accounting, Analysis, Access, Microsoft Office, Sarbanes-Oxley Act, Oracle, Strategic Planning, PowerPoint, Budgets
Education
Northeastern University 2001 — 2006
BSBA, Finance & MIS
Reit Management & Research, LLC March 2013 - Present
Analog Devices June 2010 - February 2013
Citizens Bank March 2007 - October 2009
Monitor Group June 2006 - April 2007
Putnam Investments June 2004 - January 2005
State Street Global Advisors November 2002 - May 2004
Skills
Financial Analysis, Risk Management, Business Analysis, Finance, Financial Modeling, Process Improvement, Corporate Finance, Microsoft Excel, Banking, Business Intelligence, Project Management, Accounting, Analysis, Access, Microsoft Office, Sarbanes-Oxley Act, Oracle, Strategic Planning, PowerPoint, Budgets
Education
Northeastern University 2001 — 2006
BSBA, Finance & MIS
Justin MacMillan's Putnam Investments Experience September 2009 - February 2010
Job Sales Support 2 at Siemens Healthcare
Industry Financial Services
Experience
Siemens Healthcare March 2010 - Present
Savings Bank Life Insurance of Massachusetts November 2009 - March 2010
Putnam Investments September 2009 - February 2010
Bank of America January 2008 - June 2008
Aviva Life Insurance January 2006 - June 2007
Education
Northeastern University 2004 — 2009
Siemens Healthcare March 2010 - Present
Savings Bank Life Insurance of Massachusetts November 2009 - March 2010
Putnam Investments September 2009 - February 2010
Bank of America January 2008 - June 2008
Aviva Life Insurance January 2006 - June 2007
Education
Northeastern University 2004 — 2009
Jen Niles's Putnam Investments Experience October 1989 - October 1992
Job Artist / Web Site Moderator
Industry Writing and Editing
Experience
Jen Niles Art September 2001 - Present
Worcester Telegram & Gazette September 2010 - April 2015
Access TCA March 2000 - August 2000
Self March 1998 - March 2000
Homes for Sale By Owner August 1996 - February 1998
TradeStar Expo, Ltd. December 1994 - July 1996
Exhibit Source Inc November 1992 - December 1994
Putnam Investments October 1989 - October 1992
Skills
Art, Illustration, Painting, Drawing, Acrylic, Portraits, Fine Art, Mixed Media, Visual Arts, Murals, Writing, Creative Problem Solving, Planning & Organizing..., Communication, Social Networking, Public Relations, Layout, Blogging, Problem Solving
Education
Northeastern University 1976 — 1983
Associate's degree, Business Administration and Management, General
Northeastern University
Business Administration and Management, General
Jen Niles Art September 2001 - Present
Worcester Telegram & Gazette September 2010 - April 2015
Access TCA March 2000 - August 2000
Self March 1998 - March 2000
Homes for Sale By Owner August 1996 - February 1998
TradeStar Expo, Ltd. December 1994 - July 1996
Exhibit Source Inc November 1992 - December 1994
Putnam Investments October 1989 - October 1992
Skills
Art, Illustration, Painting, Drawing, Acrylic, Portraits, Fine Art, Mixed Media, Visual Arts, Murals, Writing, Creative Problem Solving, Planning & Organizing..., Communication, Social Networking, Public Relations, Layout, Blogging, Problem Solving
Education
Northeastern University 1976 — 1983
Associate's degree, Business Administration and Management, General
Northeastern University
Business Administration and Management, General
Eric Phaneuf's Putnam Investments Experience October 1985 - October 1996
Job Senior Developer at MassMutual Financial Group
Industry Information Technology and Services
Experience
MassMutual Financial Group January 2013 - Present
Hartford Retirement Services Group January 2008 - January 2013
MFS Investment Services January 1996 - January 2008
Putnam Investments October 1985 - October 1996
Skills
C#, Microsoft SQL Server, SQL, Visual Studio, ASP.NET, Web Applications, Web Services, Databases, Visual Basic, Web Development, Software Documentation, HTML, Software Development, Visio, Software Project..., SDLC, Business Analysis, Oracle
Education
Northeastern University
BSBA, Management Information Sciences
Northeastern University
Graduate Certificate, Game Design
MassMutual Financial Group January 2013 - Present
Hartford Retirement Services Group January 2008 - January 2013
MFS Investment Services January 1996 - January 2008
Putnam Investments October 1985 - October 1996
Skills
C#, Microsoft SQL Server, SQL, Visual Studio, ASP.NET, Web Applications, Web Services, Databases, Visual Basic, Web Development, Software Documentation, HTML, Software Development, Visio, Software Project..., SDLC, Business Analysis, Oracle
Education
Northeastern University
BSBA, Management Information Sciences
Northeastern University
Graduate Certificate, Game Design
Sam Lieberman's Putnam Investments Experience June 1991 - Present
Job Senior Regional Marketing Director, Wholesaler for Putnam Investments
Industry Investment Management
Experience
Putnam Investments June 1991 - Present
Pioneer Investments January 2004 - June 2004
Putnam Investments June 1991 - December 2003
First Winthrop Corporation June 1989 - December 1990
Education
Northeastern University
BA, Business
Putnam Investments June 1991 - Present
Pioneer Investments January 2004 - June 2004
Putnam Investments June 1991 - December 2003
First Winthrop Corporation June 1989 - December 1990
Education
Northeastern University
BA, Business
Esra Belazi's Putnam Investments Experience June 2006 - March 2014
Job Business Analyst at Hirtle, Callaghan & Co.
Industry Financial Services
Experience
Hirtle, Callaghan & Co. March 2014 - Present
Putnam Investments June 2006 - March 2014
Gillette January 2004 - May 2006
Skills
Scrum, Java, HTML, Software Development, Java Enterprise Edition, Linux, SQL, XML, Perl, SDLC, Business Analysis
Education
Northeastern University 2001 — 2006
BS, Computer Science and Math
Hirtle, Callaghan & Co. March 2014 - Present
Putnam Investments June 2006 - March 2014
Gillette January 2004 - May 2006
Skills
Scrum, Java, HTML, Software Development, Java Enterprise Edition, Linux, SQL, XML, Perl, SDLC, Business Analysis
Education
Northeastern University 2001 — 2006
BS, Computer Science and Math
Alicia Fix's Putnam Investments Experience 1997 - 1999
Job Manager, Financial Planning & Analysis Team at Audax Group
Industry Investment Management
Experience
Audax Group 2009 - Present
Goldman Sachs 2005 - 2009
Goldman Sachs 2001 - 2005
Goldman Sachs 1999 - 2001
Putnam Investments 1997 - 1999
Putnam Investments 1996 - 1997
Education
Northeastern University
Finance and International Business
Audax Group 2009 - Present
Goldman Sachs 2005 - 2009
Goldman Sachs 2001 - 2005
Goldman Sachs 1999 - 2001
Putnam Investments 1997 - 1999
Putnam Investments 1996 - 1997
Education
Northeastern University
Finance and International Business
Alexa Murphy's Putnam Investments Experience December 2007 - June 2008
Job Event Marketing at EMC
Industry Marketing and Advertising
Experience
EMC Event MarketingEMCJanuary 2009 - Present
Putnam Investments December 2007 - June 2008
putnam investments 2007 - 2008
Education
Northeastern University 2006 — 2010
Marketing
EMC Event MarketingEMCJanuary 2009 - Present
Putnam Investments December 2007 - June 2008
putnam investments 2007 - 2008
Education
Northeastern University 2006 — 2010
Marketing
Jackson Yee's Putnam Investments Experience January 2006 - July 2006
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street July 2012 - Present
State Street February 2009 - July 2012
State Street Global Markets December 2007 - July 2008
State Street January 2007 - September 2007
Putnam Investments January 2006 - July 2006
Education
Northeastern University 2004 — 2008
Finance
State Street July 2012 - Present
State Street February 2009 - July 2012
State Street Global Markets December 2007 - July 2008
State Street January 2007 - September 2007
Putnam Investments January 2006 - July 2006
Education
Northeastern University 2004 — 2008
Finance
Paulette Amisano's Putnam Investments Experience January 1998 - January 2012
Job Human Resources Coordinator at Central Transportation Planning Staff (CTPS)
Industry Nonprofit Organization Management
Experience
Central Transportation Planning Staff (CTPS) June 2014 - Present
Benefit Strategies August 2013 - August 2014
Putnam Investments January 1998 - January 2012
Skills
Series 6, Series 63, Series 7, 401k, DC, Relationship Development, Marketing Communications, Corporate Communications, Customer Presentations, Customer Service, Customer Retention, Customer Satisfaction, PowerPoint, Excel, Problem Solving, Product Enhancement, 401k plan design, Project Management, Product Development
Education
Northeastern University 2013 — 2014
Human Resources Certificate at Northeastern School of Professional Studies
Suffolk University 1989 — 1993
Bachelor of Applied Science (BASc), Accounting
Central Transportation Planning Staff (CTPS) June 2014 - Present
Benefit Strategies August 2013 - August 2014
Putnam Investments January 1998 - January 2012
Skills
Series 6, Series 63, Series 7, 401k, DC, Relationship Development, Marketing Communications, Corporate Communications, Customer Presentations, Customer Service, Customer Retention, Customer Satisfaction, PowerPoint, Excel, Problem Solving, Product Enhancement, 401k plan design, Project Management, Product Development
Education
Northeastern University 2013 — 2014
Human Resources Certificate at Northeastern School of Professional Studies
Suffolk University 1989 — 1993
Bachelor of Applied Science (BASc), Accounting
Gene Bailey's Putnam Investments Experience June 1995 - August 2002
Job Executive with track record of success in startup, financial services, high technology and packaging industries.
Industry Financial Services
Experience
Putnam Investments June 1995 - August 2002
Motorola, Inc. April 1989 - February 1995
Fidelity Investments August 1987 - April 1988
American Can Company August 1966 - October 1986
Education
Northeastern University 1961 — 1966
BA, Management, Economics, Accounting
Maine Central Institute 1960 — 1961
Diploma, College Prep
Lubec High School 1957 — 1960
College Prep
Putnam Investments June 1995 - August 2002
Motorola, Inc. April 1989 - February 1995
Fidelity Investments August 1987 - April 1988
American Can Company August 1966 - October 1986
Education
Northeastern University 1961 — 1966
BA, Management, Economics, Accounting
Maine Central Institute 1960 — 1961
Diploma, College Prep
Lubec High School 1957 — 1960
College Prep
Art Jesson's Putnam Investments Experience January 1998 - December 1998
Job Managing Director International Business Development
Industry Real Estate
Experience
Choi International February 2014 - Present
Jesson Consulting LLC January 2012 - Present
Kingston Financial Group Limilted January 2011 - December 2011
Mirabaud Securities Limited February 2010 - April 2011
ODL Securities April 2008 - November 2009
Jesson Consulting LLC January 2003 - December 2008
ABN AMRO Bank N.V. January 2002 - December 2002
ABN AMRO Bank N.V. January 1999 - December 2001
Putnam Investments January 1998 - December 1998
Fidelity Investments 1996 - 1997
Skills
Investments, Asset Managment, Institutional Sales, Equities, Hedge Funds, Systems, Operations, Compliance, FX Operations, Consulting, Trading Operations, Trading Systems, Global Account..., Trading, Financial Markets, Portfolio Management, Investment Management, Asset Management, Mutual Funds, Start-ups, Strategy, Emerging Markets, Business Development, Business Planning, FX Options, Options, Alternative Investments, Investment Banking, Capital Markets, Derivatives, Brokerage, Private Equity, Equity Derivatives, Mergers & Acquisitions, Valuation, Commodity, Securities, Fixed Income, Bonds, Investment Strategies, Technical Analysis, Venture Capital, Investment Advisory, Wealth Management, Equity Trading, Investor Relations, Financial Modeling
Education
IBM Programming Education Center 1975 — 1978
RPG Programming
Northeastern University 1972 — 1973
Choi International February 2014 - Present
Jesson Consulting LLC January 2012 - Present
Kingston Financial Group Limilted January 2011 - December 2011
Mirabaud Securities Limited February 2010 - April 2011
ODL Securities April 2008 - November 2009
Jesson Consulting LLC January 2003 - December 2008
ABN AMRO Bank N.V. January 2002 - December 2002
ABN AMRO Bank N.V. January 1999 - December 2001
Putnam Investments January 1998 - December 1998
Fidelity Investments 1996 - 1997
Skills
Investments, Asset Managment, Institutional Sales, Equities, Hedge Funds, Systems, Operations, Compliance, FX Operations, Consulting, Trading Operations, Trading Systems, Global Account..., Trading, Financial Markets, Portfolio Management, Investment Management, Asset Management, Mutual Funds, Start-ups, Strategy, Emerging Markets, Business Development, Business Planning, FX Options, Options, Alternative Investments, Investment Banking, Capital Markets, Derivatives, Brokerage, Private Equity, Equity Derivatives, Mergers & Acquisitions, Valuation, Commodity, Securities, Fixed Income, Bonds, Investment Strategies, Technical Analysis, Venture Capital, Investment Advisory, Wealth Management, Equity Trading, Investor Relations, Financial Modeling
Education
IBM Programming Education Center 1975 — 1978
RPG Programming
Northeastern University 1972 — 1973
Chip Bankes's Putnam Investments Experience August 1997 - March 2009
Job Vice President: Head of Trading Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company May 2012 - Present
U.S. Trust April 2010 - May 2012
R.W. Pressprich November 2009 - April 2010
Putnam Investments August 1997 - March 2009
Jennison Associates August 1995 - August 1997
Fidelity Investments October 1989 - August 1995
Education
Northeastern University 1994 — 1996
MS, Finance
Ohio Wesleyan University 1985 — 1989
BA, Economics
Loomis, Sayles & Company May 2012 - Present
U.S. Trust April 2010 - May 2012
R.W. Pressprich November 2009 - April 2010
Putnam Investments August 1997 - March 2009
Jennison Associates August 1995 - August 1997
Fidelity Investments October 1989 - August 1995
Education
Northeastern University 1994 — 1996
MS, Finance
Ohio Wesleyan University 1985 — 1989
BA, Economics
Heather Wickham's Putnam Investments Experience September 2003 - Present
Job Proxy Analyst at Putnam Investments
Industry Investment Management
Experience
Putnam Investments September 2003 - Present
Putnam Investments September 2003 - October 2004
Fidelity Investments 2000 - 2003
Skills
Investments, Marketing
Education
Northeastern University 1994 — 1999
BS, Hunam Services & Business Administration
Putnam Investments September 2003 - Present
Putnam Investments September 2003 - October 2004
Fidelity Investments 2000 - 2003
Skills
Investments, Marketing
Education
Northeastern University 1994 — 1999
BS, Hunam Services & Business Administration
Jonathan Topper's Putnam Investments Experience September 1996 - Present
Job Specialist at Putnam Investments
Industry Investment Management
Experience
Putnam Investments September 1996 - Present
Education
Northeastern University 1986 — 1990
Putnam Investments September 1996 - Present
Education
Northeastern University 1986 — 1990
William Grassey's Putnam Investments Experience September 1996 - August 1998
Job United States Postal Service
Industry Financial Services
Experience
United States Postal Service November 2010 - Present
WheelhouseTees.com February 2009 - November 2010
PNC Global Investment Servicing September 2001 - January 2009
Lumber Insurance Companies September 1998 - June 2001
Putnam Investments September 1996 - August 1998
Skills
E-commerce, Start-ups, Sales, Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Leadership, Team Building
Education
Northeastern University 1992 — 1997
BS, Business, Marketing, Finance
Natick High School
United States Postal Service November 2010 - Present
WheelhouseTees.com February 2009 - November 2010
PNC Global Investment Servicing September 2001 - January 2009
Lumber Insurance Companies September 1998 - June 2001
Putnam Investments September 1996 - August 1998
Skills
E-commerce, Start-ups, Sales, Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Leadership, Team Building
Education
Northeastern University 1992 — 1997
BS, Business, Marketing, Finance
Natick High School
Diane Leone's Putnam Investments Experience December 1998 - Present
Job Vice President, Accounting Services at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 1998 - Present
Venture Financial Systems Group 1996 - 2007
Skills
Mutual Funds, Derivative Accounting, Hedge Fund Accounting, Central Clearing, Business Analysis, Management, Hedge Funds, Derivatives
Education
Northeastern University
Bachelor of Science (B.S.), Accounting
Putnam Investments December 1998 - Present
Venture Financial Systems Group 1996 - 2007
Skills
Mutual Funds, Derivative Accounting, Hedge Fund Accounting, Central Clearing, Business Analysis, Management, Hedge Funds, Derivatives
Education
Northeastern University
Bachelor of Science (B.S.), Accounting
Dan Hundt's Putnam Investments Experience July 2009 - December 2009
Job Student at Northeastern University
Industry Financial Services
Experience
GMO July 2011 - Present
The Southern Cone Group May 2011 - July 2011
Putnam Investments July 2009 - December 2009
Skills
Excel, Microsoft Office, Research, Customer Relations, Market Research
Education
Northeastern University 2007 — 2012
BS, Finance
Northeastern University 2007 — 2012
Bachelor of Science Degree, Business Administration; Finance and Insurance
GMO July 2011 - Present
The Southern Cone Group May 2011 - July 2011
Putnam Investments July 2009 - December 2009
Skills
Excel, Microsoft Office, Research, Customer Relations, Market Research
Education
Northeastern University 2007 — 2012
BS, Finance
Northeastern University 2007 — 2012
Bachelor of Science Degree, Business Administration; Finance and Insurance
Kristine Perrotti's Putnam Investments Experience December 1998 - June 2006
Job Customer Service Representative at U.S. Department of the Treasury
Industry Accounting
Experience
U.S. Department of the Treasury November 2013 - Present
OneAmerica Securities September 2012 - March 2014
The Moody Street Group, LLC September 2012 - March 2014
MetLife September 2008 - September 2012
Burlington Hockey and Skating Assoc September 2007 - June 2012
New England Financial September 2006 - December 2007
Putnam Investments December 1998 - June 2006
Skills
Finance, Wealth Management, Accounting, Management, Financial Services, Microsoft Office, Customer Service, Securities, PowerPoint
Education
Northeastern University 2003 — 2007
Financial Management, Finance, 3.77
U.S. Department of the Treasury November 2013 - Present
OneAmerica Securities September 2012 - March 2014
The Moody Street Group, LLC September 2012 - March 2014
MetLife September 2008 - September 2012
Burlington Hockey and Skating Assoc September 2007 - June 2012
New England Financial September 2006 - December 2007
Putnam Investments December 1998 - June 2006
Skills
Finance, Wealth Management, Accounting, Management, Financial Services, Microsoft Office, Customer Service, Securities, PowerPoint
Education
Northeastern University 2003 — 2007
Financial Management, Finance, 3.77
Alison McCann's Putnam Investments Experience 2003 - 2006
Job Associate Client Manager at Nielsen
Industry Consumer Goods
Experience
Nielsen June 2013 - Present
I-Health inc., a division of DSM June 2006 - December 2012
Putnam Investments 2003 - 2006
MarketSource 2000 - 2003
Skills
Consumer Products, Competitive Analysis, Customer Insight, Marketing Research, Consumer Behaviour, Brand Management, Shopper Marketing
Education
Northeastern University
Marketing
Nielsen June 2013 - Present
I-Health inc., a division of DSM June 2006 - December 2012
Putnam Investments 2003 - 2006
MarketSource 2000 - 2003
Skills
Consumer Products, Competitive Analysis, Customer Insight, Marketing Research, Consumer Behaviour, Brand Management, Shopper Marketing
Education
Northeastern University
Marketing
Bradley Blaisdell's Putnam Investments Experience January 2007 - June 2007
Job Trade Operations Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management January 2014 - Present
Wellington Management May 2010 - December 2013
Wellington Management January 2009 - July 2009
Wellington Management January 2008 - July 2008
Putnam Investments January 2007 - June 2007
Education
Northeastern University 2005 — 2010
Business Administration, Finance / Accounting
Wellington Management January 2014 - Present
Wellington Management May 2010 - December 2013
Wellington Management January 2009 - July 2009
Wellington Management January 2008 - July 2008
Putnam Investments January 2007 - June 2007
Education
Northeastern University 2005 — 2010
Business Administration, Finance / Accounting
Alexandra Sugrue's Putnam Investments Experience June 1998 - November 1998
Job Vice President at Investor Group Services (IGS)
Industry Management Consulting
Experience
Investor Group Services (IGS) August 1999 - Present
EY 2003 - 2006
Putnam Investments June 1998 - November 1998
John Hancock Life Insurance Company (U.S.A.) June 1997 - December 1997
John Hancock Life Insurance Company (U.S.A.) June 1996 - December 1996
Massachusetts Port Authority June 1995 - December 1995
Skills
QuickBooks, Benefits Administration, Paychex, Technical Support, Avaya IP Telephony, Office Management, Telephony Support, Microsoft Office, Call Sweet Software, C-Cure Security, Office Build-outs, Vendor Management, Accounts Payable &...
Education
Northeastern University 1994 — 1999
BS, Management
Milton High School, Milton, Massachusetts
Class of 1994
Investor Group Services (IGS) August 1999 - Present
EY 2003 - 2006
Putnam Investments June 1998 - November 1998
John Hancock Life Insurance Company (U.S.A.) June 1997 - December 1997
John Hancock Life Insurance Company (U.S.A.) June 1996 - December 1996
Massachusetts Port Authority June 1995 - December 1995
Skills
QuickBooks, Benefits Administration, Paychex, Technical Support, Avaya IP Telephony, Office Management, Telephony Support, Microsoft Office, Call Sweet Software, C-Cure Security, Office Build-outs, Vendor Management, Accounts Payable &...
Education
Northeastern University 1994 — 1999
BS, Management
Milton High School, Milton, Massachusetts
Class of 1994
Jack Keefe's Putnam Investments Experience March 2000 - February 2008
Job Project Manager OpenVMS Server Support at Putnam Investments
Industry Financial Services
Experience
State Street February 2008 - January 2012
Putnam Investments March 2000 - February 2008
Aquent 2004 - 2006
Renaissance Worlwide 1993 - 1996
Education
Northeastern University 1968 — 1978
BET, EE
Wentworth Institute of Technology 1962 — 1964
Aircraft Maintenence Tech
State Street February 2008 - January 2012
Putnam Investments March 2000 - February 2008
Aquent 2004 - 2006
Renaissance Worlwide 1993 - 1996
Education
Northeastern University 1968 — 1978
BET, EE
Wentworth Institute of Technology 1962 — 1964
Aircraft Maintenence Tech
Brittany Pierce, M.S., PA-C's Putnam Investments Experience October 2005 - July 2008
Job Physician Assistant
Industry Medical Practice
Experience
Cambridge Health Alliance Graduate StudentNortheastern UniversityAugust 2013 - August 2015
Harvard Vanguard Medical Associates November 2010 - February 2013
Brown Brothers Harriman July 2008 - March 2010
Putnam Investments October 2005 - July 2008
Skills
Microsoft Office, Process Improvement, Project Planning, Strategic Planning, Research, Budgets, Business Strategy, Leadership, Healthcare, Project Management, Team Building, Change Management, Customer Service, Microsoft Word, Data Analysis, PowerPoint, Program Management, Microsoft Excel, Team Leadership
Education
Northeastern University 2013 — 2015
Master of Science (M.S.), Physician Assistant
Wheaton College (MA) 2001 — 2005
Bachelor of Arts (B.A.)
Cambridge Health Alliance Graduate StudentNortheastern UniversityAugust 2013 - August 2015
Harvard Vanguard Medical Associates November 2010 - February 2013
Brown Brothers Harriman July 2008 - March 2010
Putnam Investments October 2005 - July 2008
Skills
Microsoft Office, Process Improvement, Project Planning, Strategic Planning, Research, Budgets, Business Strategy, Leadership, Healthcare, Project Management, Team Building, Change Management, Customer Service, Microsoft Word, Data Analysis, PowerPoint, Program Management, Microsoft Excel, Team Leadership
Education
Northeastern University 2013 — 2015
Master of Science (M.S.), Physician Assistant
Wheaton College (MA) 2001 — 2005
Bachelor of Arts (B.A.)
Beverly Paino's Putnam Investments Experience March 1999 - December 2000
Job Business Analyst in Financial Services
Industry Financial Services
Experience
Omgeo October 2010 - July 2014
State Street August 2008 - April 2010
Fidelity Investments January 2007 - July 2008
Bank of America October 2006 - December 2006
State Street March 2005 - October 2006
Wellington Management March 2004 - December 2004
Columbia Management May 2001 - January 2004
Wellington Management February 2001 - May 2001
Putnam Investments March 1999 - December 2000
CheckFree Investment Services July 1997 - August 1998
Skills
Business Analysis, Fixed Income, SDLC, Equities, Investments, Business Requirements, Mutual Funds, Portfolio Management
Education
Northeastern University 1978 — 1983
BS, Finance
Omgeo October 2010 - July 2014
State Street August 2008 - April 2010
Fidelity Investments January 2007 - July 2008
Bank of America October 2006 - December 2006
State Street March 2005 - October 2006
Wellington Management March 2004 - December 2004
Columbia Management May 2001 - January 2004
Wellington Management February 2001 - May 2001
Putnam Investments March 1999 - December 2000
CheckFree Investment Services July 1997 - August 1998
Skills
Business Analysis, Fixed Income, SDLC, Equities, Investments, Business Requirements, Mutual Funds, Portfolio Management
Education
Northeastern University 1978 — 1983
BS, Finance
Nathaniel Davis's Putnam Investments Experience July 2007 - January 2008
Job Program Manager
Industry Information Technology and Services
Experience
Contenido - Content Marketing Intelligence January 2015 - June 2015
Microsoft January 2011 - December 2014
Microsoft Corporation January 2009 - January 2011
Microsoft Corporation January 2008 - June 2008
Putnam Investments July 2007 - January 2008
Deloitte Services June 2006 - December 2006
Skills
Agile Project Management, Software Project..., Project Management, Microsoft Azure, Cloud Computing, Capacity Management, Business Intelligence, Six Sigma, ITIL, C#, Visual Studio, T-SQL, XML, SharePoint, Databases, HTML, SQL, Java, Visual Basic, Test Automation, Usability Testing, Security, Software Development, System Deployment, Scrum, Lean Software..., Product Management
Education
Northeastern University 2005 — 2008
Bachelor of Science Degree, Business Administration; Management Information Systems
Contenido - Content Marketing Intelligence January 2015 - June 2015
Microsoft January 2011 - December 2014
Microsoft Corporation January 2009 - January 2011
Microsoft Corporation January 2008 - June 2008
Putnam Investments July 2007 - January 2008
Deloitte Services June 2006 - December 2006
Skills
Agile Project Management, Software Project..., Project Management, Microsoft Azure, Cloud Computing, Capacity Management, Business Intelligence, Six Sigma, ITIL, C#, Visual Studio, T-SQL, XML, SharePoint, Databases, HTML, SQL, Java, Visual Basic, Test Automation, Usability Testing, Security, Software Development, System Deployment, Scrum, Lean Software..., Product Management
Education
Northeastern University 2005 — 2008
Bachelor of Science Degree, Business Administration; Management Information Systems
Christina Kochan's Putnam Investments Experience 1986 - 1988
Job
Industry Information Technology and Services
Experience
Self-Employed - Software 1998 - 2000
INDIVIDUAL, Inc. 1990 - 1998
Transition Systems, Inc. (TSI) 1988 - 1990
Putnam Investments 1986 - 1988
Skills
Quality Management, Technical Management, Software Quality..., Software Implementation, Software Training, Writing, Technical Documentation, Help Desk Management, Digital Photography, Desktop Publishing, Art, Sewing, Hands-on Training, Painting, Help Desk Support, Software Design, Web Applications, Web Design, Content Management, Information Architecture, Agile Project Management, Software Development, HTML 5, Web Services, Scrum, Agile Methodologies, Software Project..., Theatre, Blogging, Social Media, Databases, Start-ups, Medent, Revolution EHR, Software Engineering, JavaScript, HTML, Distributed Systems, Photography
Education
Northeastern University 1985 — 1990
BS, Computer Science
Self-Employed - Software 1998 - 2000
INDIVIDUAL, Inc. 1990 - 1998
Transition Systems, Inc. (TSI) 1988 - 1990
Putnam Investments 1986 - 1988
Skills
Quality Management, Technical Management, Software Quality..., Software Implementation, Software Training, Writing, Technical Documentation, Help Desk Management, Digital Photography, Desktop Publishing, Art, Sewing, Hands-on Training, Painting, Help Desk Support, Software Design, Web Applications, Web Design, Content Management, Information Architecture, Agile Project Management, Software Development, HTML 5, Web Services, Scrum, Agile Methodologies, Software Project..., Theatre, Blogging, Social Media, Databases, Start-ups, Medent, Revolution EHR, Software Engineering, JavaScript, HTML, Distributed Systems, Photography
Education
Northeastern University 1985 — 1990
BS, Computer Science
Danielle Donnelly's Putnam Investments Experience May 2007 - August 2007
Job Senior Actuarial Analyst at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance June 2012 - Present
Liberty Mutual Insurance June 2011 - December 2011
Diversified Investment Advisors January 2010 - June 2010
Diversified Investment Advisors January 2009 - June 2009
Putnam Investments May 2007 - August 2007
Skills
Actuarial Science, Microsoft Excel, Analysis, Microsoft Office, Data Analysis
Education
Northeastern University 2007 — 2012
Bachelor of Science Degree, Mathematics, Minor in Business Administation and Economics
Liberty Mutual Insurance June 2012 - Present
Liberty Mutual Insurance June 2011 - December 2011
Diversified Investment Advisors January 2010 - June 2010
Diversified Investment Advisors January 2009 - June 2009
Putnam Investments May 2007 - August 2007
Skills
Actuarial Science, Microsoft Excel, Analysis, Microsoft Office, Data Analysis
Education
Northeastern University 2007 — 2012
Bachelor of Science Degree, Mathematics, Minor in Business Administation and Economics
Kevin Blatchford's Putnam Investments Experience January 1995 - Present
Job Senior Manager at Putnam Investments
Industry
Experience
Putnam Investments January 1995 - Present
Education
Northeastern University 1990 — 1991
MBA / MS Accounting
Tufts University 1986 — 1990
B.S. Social Psychology
Putnam Investments January 1995 - Present
Education
Northeastern University 1990 — 1991
MBA / MS Accounting
Tufts University 1986 — 1990
B.S. Social Psychology
Austin Craine's Putnam Investments Experience February 2015 - Present
Job Internal Auditor at Putnam Investments
Industry Financial Services
Experience
Putnam Investments February 2015 - Present
John Hancock Investments January 2014 - February 2015
John Hancock Investments May 2012 - August 2012
Education
Northeastern University 2013 — 2013
Master of Science (MS), Accounting
Wofford College 2009 — 2013
Bachelor of Arts (B.A.), Accounting, History Minor
Danish Institute for Study Abroad (DIS) 2011 — 2011
Semester, International Business
Putnam Investments February 2015 - Present
John Hancock Investments January 2014 - February 2015
John Hancock Investments May 2012 - August 2012
Education
Northeastern University 2013 — 2013
Master of Science (MS), Accounting
Wofford College 2009 — 2013
Bachelor of Arts (B.A.), Accounting, History Minor
Danish Institute for Study Abroad (DIS) 2011 — 2011
Semester, International Business
Amy Pavao's Putnam Investments Experience December 2006 - May 2007
Job Senior Financial Analyst Corporate Financial Planning, Reporting, & Analysis
Industry Consumer Goods
Experience
Collective Brands, Inc. - Performance + Lifestyle Group October 2011 - Present
Champion Exposition Services November 2010 - October 2011
Comcast March 2008 - November 2010
Northwestern Mutual Financial Network May 2007 - March 2008
Putnam Investments December 2006 - May 2007
CVS Pharmacy July 2002 - December 2006
Skills
Microsoft Office, PeopleSoft, SAP, Essbase
Education
University of Massachusetts Dartmouth 2004 — 2007
Bachelor of Science (B.S.), Finance, General
Northeastern University 2003 — 2004
Collective Brands, Inc. - Performance + Lifestyle Group October 2011 - Present
Champion Exposition Services November 2010 - October 2011
Comcast March 2008 - November 2010
Northwestern Mutual Financial Network May 2007 - March 2008
Putnam Investments December 2006 - May 2007
CVS Pharmacy July 2002 - December 2006
Skills
Microsoft Office, PeopleSoft, SAP, Essbase
Education
University of Massachusetts Dartmouth 2004 — 2007
Bachelor of Science (B.S.), Finance, General
Northeastern University 2003 — 2004
Kristine Crawford-Castay's Putnam Investments Experience 2013 - December 2013
Job Executive Assistant / Administrative Coordinator
Industry Executive Office
Experience
New Balance September 2014 - Present
Atlantic Tele-Network, Inc. 2014 - September 2014
Putnam Investments 2013 - December 2013
EBSCO Information Services June 2010 - April 2013
McGraw-Hill Education April 1996 - December 1999
Eddie Bauer February 1991 - 1995
Tech Color Corporation 1987 - 1990
Skills
Microsoft Office, WebEx, Concur, Management, Master Scheduling, Budgets, Business Travel, Conference Organization, Salesforce.com, Research, Organization &..., Office Management, Web Content, Publications, Team Building, Customer Service
Education
Northeastern University 1990 — 1993
Marketing
Salem State University
Business/Commerce, General
Masconomet RHS
Deploma, General Studies
New Balance September 2014 - Present
Atlantic Tele-Network, Inc. 2014 - September 2014
Putnam Investments 2013 - December 2013
EBSCO Information Services June 2010 - April 2013
McGraw-Hill Education April 1996 - December 1999
Eddie Bauer February 1991 - 1995
Tech Color Corporation 1987 - 1990
Skills
Microsoft Office, WebEx, Concur, Management, Master Scheduling, Budgets, Business Travel, Conference Organization, Salesforce.com, Research, Organization &..., Office Management, Web Content, Publications, Team Building, Customer Service
Education
Northeastern University 1990 — 1993
Marketing
Salem State University
Business/Commerce, General
Masconomet RHS
Deploma, General Studies
Gail A. Smith's Putnam Investments Experience May 1997 - December 2004
Job Financial Services Executive Distribution | Operations | Strategy Execution
Industry Financial Services
Experience
Beacon Consulting Group May 2014 - Present
The Boston Company Asset Management, LLC (BNY Mellon) July 2012 - December 2013
The Boston Company Asset Management, LLC (BNY Mellon) December 2006 - June 2012
Mercer November 2005 - October 2006
Mercer January 2005 - October 2005
Putnam Investments May 1997 - December 2004
Northeastern University 1987 - 1997
Skills
Leadership, Executive Management, Distribution, chief administrative..., Asset Management, Relationship Management, investment operations, Client Service, Sales Operations, Investment Management..., Client Reporting, Global Business..., Strategic Planning, Talent Management, Change Management, Corporate Development, Management Consulting, Program Management, Client engagements, Product Development, Program Implementation, Project Portfolio..., Business Transformation, Project Management, Quality Assurance, Business Analysis, Business Process..., Retirement, Operating Models, Investments, Staff Development, Operations Management, Strategy, Consulting, Process Improvement, BPO, Defined Contribution, Solution Implementation, Financial Services, Management, Outsourcing, Shared Services, Finance, Business Intelligence, RFP, Consultant Databases, Portfolio Management, Consulting engagements, Mutual Funds, Equities
Education
Northeastern University
Master of Business Administration (MBA), Finance, General
University of Massachusetts, Amherst
Bachelor of Science (BS), Accounting
Beacon Consulting Group May 2014 - Present
The Boston Company Asset Management, LLC (BNY Mellon) July 2012 - December 2013
The Boston Company Asset Management, LLC (BNY Mellon) December 2006 - June 2012
Mercer November 2005 - October 2006
Mercer January 2005 - October 2005
Putnam Investments May 1997 - December 2004
Northeastern University 1987 - 1997
Skills
Leadership, Executive Management, Distribution, chief administrative..., Asset Management, Relationship Management, investment operations, Client Service, Sales Operations, Investment Management..., Client Reporting, Global Business..., Strategic Planning, Talent Management, Change Management, Corporate Development, Management Consulting, Program Management, Client engagements, Product Development, Program Implementation, Project Portfolio..., Business Transformation, Project Management, Quality Assurance, Business Analysis, Business Process..., Retirement, Operating Models, Investments, Staff Development, Operations Management, Strategy, Consulting, Process Improvement, BPO, Defined Contribution, Solution Implementation, Financial Services, Management, Outsourcing, Shared Services, Finance, Business Intelligence, RFP, Consultant Databases, Portfolio Management, Consulting engagements, Mutual Funds, Equities
Education
Northeastern University
Master of Business Administration (MBA), Finance, General
University of Massachusetts, Amherst
Bachelor of Science (BS), Accounting