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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Putnam Investments Employees
Employee
Years
Job
Industry
Karen Brown Karen Brown's Putnam Investments Experience 2000 - 2005
Job Certified Loan Closing Agent/Notary Public
Industry Banking
Experience
KLB Mortgage Loan Closings AZ January 2009 - Present
Best Western International March 2009 - April 2010
Radisson Hotel Manchester April 2007 - January 2009
KLB Mortgage Loan Closings NH May 2003 - January 2009
Putnam Investments 2000 - 2005
Child Health Services 2002 - 2004
Kindred Healthcare (formerly Vencor, Inc.) 1998 - 2000
Skills
Loan Closings, Refinance, New Home Purchase, Residential Mortgages, Conventional Mortgages, Commercial Mortgages, VA loans, FHA Loans, Reverse Mortgages, Home Equity Loans, Home Equity Lines of..., Customer Service, Marketing, Commercial Real Estate, Accounting, Financial Reporting, Microsoft Office, Microsoft Excel, Financial Audits, Accounts Payable, Accounts Receivable, Credit, REO, Purchasing Processes, Lines Of Credit, Data Entry, Escrow, Outlook, Investment Properties, FHA, Time Management, Portfolio Management, Payroll, Construction Loans, Notary Public, Foreclosures, Loan Modifications, Employee Benefits, Real Estate Transactions, Small Business, First Time Home Buyers, Financial Services, Closings, Loans, Insurance, Mortgage Lending, Sales, Finance, Loan Origination, Banking
Education
Southern NH University 1997 — 2000
Bachelor's Degree, Healthcare Administration
Castle Junior College 1982 — 1984
Associate's Degree, Administrative Assistant and Secretarial Science, General
Northern Essex Community College 1979 — 1981
Business Administration and Management, General
KLB Mortgage Loan Closings AZ January 2009 - Present
Best Western International March 2009 - April 2010
Radisson Hotel Manchester April 2007 - January 2009
KLB Mortgage Loan Closings NH May 2003 - January 2009
Putnam Investments 2000 - 2005
Child Health Services 2002 - 2004
Kindred Healthcare (formerly Vencor, Inc.) 1998 - 2000
Skills
Loan Closings, Refinance, New Home Purchase, Residential Mortgages, Conventional Mortgages, Commercial Mortgages, VA loans, FHA Loans, Reverse Mortgages, Home Equity Loans, Home Equity Lines of..., Customer Service, Marketing, Commercial Real Estate, Accounting, Financial Reporting, Microsoft Office, Microsoft Excel, Financial Audits, Accounts Payable, Accounts Receivable, Credit, REO, Purchasing Processes, Lines Of Credit, Data Entry, Escrow, Outlook, Investment Properties, FHA, Time Management, Portfolio Management, Payroll, Construction Loans, Notary Public, Foreclosures, Loan Modifications, Employee Benefits, Real Estate Transactions, Small Business, First Time Home Buyers, Financial Services, Closings, Loans, Insurance, Mortgage Lending, Sales, Finance, Loan Origination, Banking
Education
Southern NH University 1997 — 2000
Bachelor's Degree, Healthcare Administration
Castle Junior College 1982 — 1984
Associate's Degree, Administrative Assistant and Secretarial Science, General
Northern Essex Community College 1979 — 1981
Business Administration and Management, General
Nicolas Cunha Nicolas Cunha's Putnam Investments Experience July 2014 - Present
Job Sales and Marketing Intern at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2014 - Present
Northeastern University September 2011 - Present
NUIMAGE Entertainment April 2009 - Present
Bose Corporation July 2013 - December 2013
Skills
Microsoft Word, Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Marketing, Organized Multi-tasker, Management, Pay Close Attention to..., Always Punctual, SAP, Administration, Sports, Customer Service, Public Speaking, Conversational in..., Microsoft Powerpoint, Communication Skills, Sales, Teamwork
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration (BBA), Business Administration
Tewksbury Memorial High School 2007 — 2011
High School Diploma, General Business and Engineering, 9-12
Putnam Investments July 2014 - Present
Northeastern University September 2011 - Present
NUIMAGE Entertainment April 2009 - Present
Bose Corporation July 2013 - December 2013
Skills
Microsoft Word, Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Marketing, Organized Multi-tasker, Management, Pay Close Attention to..., Always Punctual, SAP, Administration, Sports, Customer Service, Public Speaking, Conversational in..., Microsoft Powerpoint, Communication Skills, Sales, Teamwork
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration (BBA), Business Administration
Tewksbury Memorial High School 2007 — 2011
High School Diploma, General Business and Engineering, 9-12
Patrick Cantillon Patrick Cantillon's Putnam Investments Experience June 2013 - December 2013
Job Student Northeastern University D'Amore McKim School of Business
Industry Financial Services
Experience
Northeastern University September 2011 - Present
Putnam Investments June 2013 - December 2013
Boston Yacht Sales June 2012 - September 2012
Skills
Microsoft Excel, Data Analysis, PowerPoint, Research, Microsoft Word, Social Media, Financial Modeling, Corporate Finance, Access, Management of small..., Salesforce.com, Equity Valuation
Education
Northeastern University 2011 — 2016
Finance and Financial Management Services, Economics
Boston College High School 2007 — 2011
Northeastern University September 2011 - Present
Putnam Investments June 2013 - December 2013
Boston Yacht Sales June 2012 - September 2012
Skills
Microsoft Excel, Data Analysis, PowerPoint, Research, Microsoft Word, Social Media, Financial Modeling, Corporate Finance, Access, Management of small..., Salesforce.com, Equity Valuation
Education
Northeastern University 2011 — 2016
Finance and Financial Management Services, Economics
Boston College High School 2007 — 2011
Ryan Zannini Ryan Zannini's Putnam Investments Experience October 1999 - September 2004
Job Senior Loan Officer | Mortgage Consultant | Mortgage Broker | Mortgage Lender | Mortgage Problem Solver at Sage Bank
Industry Financial Services
Experience
Sage Bank June 2013 - Present
Omega Mortgage Corp August 2011 - June 2013
Eastpointe Mortgage Company, Methuen Mass. November 2004 - August 2011
Putnam Investments October 1999 - September 2004
Skills
Loans, Finance, Mortgage Banking, FHA, First Time Home Buyers, Sales, Mortgage Lending, Loan Origination, Refinance, Residential Mortgages, Financial Reporting, Financial Accounting, Accounting, Account Reconciliation, USDA, Real Estate, Real Estate Transactions, Credit, Small Business, Reverse Mortgages, Government Loans
Education
Northern Essex Community College 1995 — 1997
Associate's degree, Accounting and Finance
North Andover High School 1989 — 1993
Saint Michael School 1980 — 1989
Sage Bank June 2013 - Present
Omega Mortgage Corp August 2011 - June 2013
Eastpointe Mortgage Company, Methuen Mass. November 2004 - August 2011
Putnam Investments October 1999 - September 2004
Skills
Loans, Finance, Mortgage Banking, FHA, First Time Home Buyers, Sales, Mortgage Lending, Loan Origination, Refinance, Residential Mortgages, Financial Reporting, Financial Accounting, Accounting, Account Reconciliation, USDA, Real Estate, Real Estate Transactions, Credit, Small Business, Reverse Mortgages, Government Loans
Education
Northern Essex Community College 1995 — 1997
Associate's degree, Accounting and Finance
North Andover High School 1989 — 1993
Saint Michael School 1980 — 1989
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
Bryan Bissonnette Bryan Bissonnette's Putnam Investments Experience May 2006 - August 2006
Job Associate at CTL Capital, LLC
Industry Investment Banking
Experience
CTL Capital, LLC April 2011 - Present
Goldman Sachs June 2008 - March 2011
Goldman Sachs June 2007 - August 2007
Putnam Investments May 2006 - August 2006
Skills
Investments, Financial Modeling, Investment Banking, Credit, Securities, Valuation, Project Finance, Structured Finance, Capital Markets, Commercial Real Estate, Commercial Real Estate..., Real Estate Economics, Real Estate Financing, Real Estate Transactions, Treasury Management
Education
NYU School of Professional Studies 2011 — 2012
Real Estate Finance
Syracuse University 2004 — 2008
B.S, Entrepreneurship and Emerging Enterprises; Finance
CTL Capital, LLC April 2011 - Present
Goldman Sachs June 2008 - March 2011
Goldman Sachs June 2007 - August 2007
Putnam Investments May 2006 - August 2006
Skills
Investments, Financial Modeling, Investment Banking, Credit, Securities, Valuation, Project Finance, Structured Finance, Capital Markets, Commercial Real Estate, Commercial Real Estate..., Real Estate Economics, Real Estate Financing, Real Estate Transactions, Treasury Management
Education
NYU School of Professional Studies 2011 — 2012
Real Estate Finance
Syracuse University 2004 — 2008
B.S, Entrepreneurship and Emerging Enterprises; Finance
Elaine Dreher Elaine Dreher's Putnam Investments Experience 1996 - 2001
Job Senior Manager, Financial and Accounting Systems
Industry Financial Services
Experience
Lewtan 2012 - 2012
Geoban USA 2011 - 2012
Bank of America 2007 - 2009
Sun Life Financial 2005 - 2006
Manulife Financial 2005 - 2006
Putnam Investments 1996 - 2001
Brown Brothers Harriman 1994 - 1995
Quaker Oats 1990 - 1993
Deloitte 1986 - 1990
Skills
Program Management, IT Strategy, Business Analysis, Budgets, PMO
Education
University of Illinois at Urbana-Champaign - College of Business 1984 — 1986
MAS
Northern Illinois University 1982 — 1984
MBA
Valparaiso University 1977 — 1980
Bachelor of Arts (B.A.)
Lewtan 2012 - 2012
Geoban USA 2011 - 2012
Bank of America 2007 - 2009
Sun Life Financial 2005 - 2006
Manulife Financial 2005 - 2006
Putnam Investments 1996 - 2001
Brown Brothers Harriman 1994 - 1995
Quaker Oats 1990 - 1993
Deloitte 1986 - 1990
Skills
Program Management, IT Strategy, Business Analysis, Budgets, PMO
Education
University of Illinois at Urbana-Champaign - College of Business 1984 — 1986
MAS
Northern Illinois University 1982 — 1984
MBA
Valparaiso University 1977 — 1980
Bachelor of Arts (B.A.)
Derek Stern Derek Stern's Putnam Investments Experience April 2006 - Present
Job Chief Compliance Officer, PRM Compliance at Putnam Investments
Industry Financial Services
Experience
Putnam Investments April 2006 - Present
State Street Corporation January 2002 - April 2006
Penn State Liberal Arts Alumni Association 1999 - 2005
Formerly Funds Distributor, Inc June 2000 - January 2002
Putnam Investments May 1995 - June 2000
Putnam Investments July 1993 - May 1995
Skills
Compliance, Broker dealer compliace, FINRA, Social media compliance, Broker-Dealer, Securities Regulation, Mutual Funds, General Securities..., Social Media Monitoring, Investments, General Securities..., Investment Advisor..., Series 7, Series 24, Series 51, Series 63, Series 99, Financial Services, Securities
Education
Penn State University 1988 — 1993
Bachelor's degree, Political Science
The Dwight School 1984 — 1988
high school
Putnam Investments April 2006 - Present
State Street Corporation January 2002 - April 2006
Penn State Liberal Arts Alumni Association 1999 - 2005
Formerly Funds Distributor, Inc June 2000 - January 2002
Putnam Investments May 1995 - June 2000
Putnam Investments July 1993 - May 1995
Skills
Compliance, Broker dealer compliace, FINRA, Social media compliance, Broker-Dealer, Securities Regulation, Mutual Funds, General Securities..., Social Media Monitoring, Investments, General Securities..., Investment Advisor..., Series 7, Series 24, Series 51, Series 63, Series 99, Financial Services, Securities
Education
Penn State University 1988 — 1993
Bachelor's degree, Political Science
The Dwight School 1984 — 1988
high school
David Fischer David Fischer's Putnam Investments Experience April 2011 - Present
Job Senior Regional Marketing Director at Putnam Investments
Industry Financial Services
Experience
Putnam Investments April 2011 - Present
SunAmerica Retirement Markets 2010 - 2011
Genworth Financial 2007 - 2010
Merrill Lynch May 2004 - December 2007
Skills
Financial Advisory, Wealth Management, Investments, Mutual Funds, Asset Allocation, Alternative Investments, Retirement Planning, Investment Advisory, Fixed Income, Series 7, Separately Managed..., Strategic Financial..., Investment Strategies, Equities, Series 65, Series 63, Series 6, Retirement, Portfolio Management, FINRA, ETFs, Investment Management, Public Speaking, Territory Management, Sales Growth, Presenter, Portfolio Optimization, Communication Skills, Business Development, Consultative Sales..., Financial Markets, Sales Presentations
Education
University of Michigan 2002 — 2004
Bachelor of Arts (BA), Economics
Northwestern University 1987 — 1989
Music/Economics
Lahser High School
Putnam Investments April 2011 - Present
SunAmerica Retirement Markets 2010 - 2011
Genworth Financial 2007 - 2010
Merrill Lynch May 2004 - December 2007
Skills
Financial Advisory, Wealth Management, Investments, Mutual Funds, Asset Allocation, Alternative Investments, Retirement Planning, Investment Advisory, Fixed Income, Series 7, Separately Managed..., Strategic Financial..., Investment Strategies, Equities, Series 65, Series 63, Series 6, Retirement, Portfolio Management, FINRA, ETFs, Investment Management, Public Speaking, Territory Management, Sales Growth, Presenter, Portfolio Optimization, Communication Skills, Business Development, Consultative Sales..., Financial Markets, Sales Presentations
Education
University of Michigan 2002 — 2004
Bachelor of Arts (BA), Economics
Northwestern University 1987 — 1989
Music/Economics
Lahser High School
Tito Vazquez Tito Vazquez's Putnam Investments Experience July 1998 - September 2004
Job DTM, Professional Presenter / Trainer / Consultant at 4 Pillars Consulting, Inc.
Industry Professional Training & Coaching
Experience
Toastmasters International March 2012 - Present
4 Pillars Consulting, Inc. November 2010 - Present
Four Pillars Consulting / P&P Presentations December 2009 - Present
Clear Channel Communications January 2008 - July 2009
Clear Channel Communications June 2005 - July 2009
Putnam Investments July 1998 - September 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Team Building, Coaching, Marketing, Management, Program Management, Project Management, Staff Development, Training
Education
Northern Essex Community College
Church of God - Centro de Educacion Teológica 1988 — 1990
Diploma, Educational Ministry
Franklin Institute of Boston
BS, Computer Science
Toastmasters International March 2012 - Present
4 Pillars Consulting, Inc. November 2010 - Present
Four Pillars Consulting / P&P Presentations December 2009 - Present
Clear Channel Communications January 2008 - July 2009
Clear Channel Communications June 2005 - July 2009
Putnam Investments July 1998 - September 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Team Building, Coaching, Marketing, Management, Program Management, Project Management, Staff Development, Training
Education
Northern Essex Community College
Church of God - Centro de Educacion Teológica 1988 — 1990
Diploma, Educational Ministry
Franklin Institute of Boston
BS, Computer Science
Nate Mello Nate Mello's Putnam Investments Experience December 2003 - May 2005
Job Senior Financial Analyst at Fresenius Medical Care
Industry Hospital & Health Care
Experience
Fresenius Medical Care October 2013 - Present
Fresenius Medical Care November 2009 - October 2013
Mercer May 2008 - November 2009
Mercer November 2006 - May 2008
Mercer May 2005 - November 2006
Putnam Investments December 2003 - May 2005
Skills
Financial Analysis, Business Intelligence, SAP Netweaver, Security, Analysis, Training, New Business Development, User Acceptance Testing, SAP BW, Master Data Management, Process Improvement
Education
Northeastern University 2008 — 2012
Master of Business Administration
University of Massachusetts Dartmouth
Bachelor of Science, Management Information Systems
Fresenius Medical Care October 2013 - Present
Fresenius Medical Care November 2009 - October 2013
Mercer May 2008 - November 2009
Mercer November 2006 - May 2008
Mercer May 2005 - November 2006
Putnam Investments December 2003 - May 2005
Skills
Financial Analysis, Business Intelligence, SAP Netweaver, Security, Analysis, Training, New Business Development, User Acceptance Testing, SAP BW, Master Data Management, Process Improvement
Education
Northeastern University 2008 — 2012
Master of Business Administration
University of Massachusetts Dartmouth
Bachelor of Science, Management Information Systems
Matthew P. Mintzer Matthew P. Mintzer's Putnam Investments Experience July 1997 - February 2004
Job Head of Retirement National Accounts at J.P.Morgan
Industry Financial Services
Experience
J.P. Morgan August 2011 - Present
AllianceBernstein February 2005 - May 2011
Putnam Investments July 1997 - February 2004
Alliance Capital August 1993 - July 1997
Delaware Investments December 1988 - July 1993
DALBAR, Inc. May 1985 - December 1988
Phoenix Data Systems, Inc. April 1983 - May 1985
Skills
Microsoft Word, Management, Financial Modeling, Retirement, Financial Analysis, Sales, Risk Management, Relationship Management, Alternative Investments, Mutual Funds, Investments, Equities, Fixed Income, Series 7, Portfolio Management
Education
Penn State University 1978 — 1982
Bachelor of Applied Science (BASc), Finance and Financial Management Services
J.P. Morgan August 2011 - Present
AllianceBernstein February 2005 - May 2011
Putnam Investments July 1997 - February 2004
Alliance Capital August 1993 - July 1997
Delaware Investments December 1988 - July 1993
DALBAR, Inc. May 1985 - December 1988
Phoenix Data Systems, Inc. April 1983 - May 1985
Skills
Microsoft Word, Management, Financial Modeling, Retirement, Financial Analysis, Sales, Risk Management, Relationship Management, Alternative Investments, Mutual Funds, Investments, Equities, Fixed Income, Series 7, Portfolio Management
Education
Penn State University 1978 — 1982
Bachelor of Applied Science (BASc), Finance and Financial Management Services
Eric Buskirk Eric Buskirk's Putnam Investments Experience January 2008 - July 2010
Job Finance Manager at Massachusetts Capital & The Life Initiative
Industry Venture Capital & Private Equity
Experience
Massachusetts Capital & The Life Initiative October 2012 - Present
Digitas July 2010 - October 2012
Putnam Investments January 2008 - July 2010
Skills
Financial Reporting, General Ledger, Account Reconciliation, Cash Management, Financial Accounting, Loan Management, Fixed Asset Management, Auditing, Accounts Payable &..., Forecasting
Education
Penn State University
BS, Accounting
Massachusetts Capital & The Life Initiative October 2012 - Present
Digitas July 2010 - October 2012
Putnam Investments January 2008 - July 2010
Skills
Financial Reporting, General Ledger, Account Reconciliation, Cash Management, Financial Accounting, Loan Management, Fixed Asset Management, Auditing, Accounts Payable &..., Forecasting
Education
Penn State University
BS, Accounting
Patricia Stiles, MBA Patricia Stiles, MBA's Putnam Investments Experience January 1986 - June 1986
Job Internal Auditor; Business Development Manager
Industry Financial Services
Experience
EverBank 2014 - Present
High Fives for Hope, Inc. October 2011 - Present
Central Fidelity Bank January 1988 - January 1989
Bank of America (Formerly First National Bank of Boston) January 1988 - March 1988
Putnam Investments January 1986 - June 1986
Skills
Leadership, Staff Development, Teaching, Public Speaking, Microsoft Office, Team Building, Organizational..., Management, Research, Collaborative Problem..., Financial Analysis, Social Networking, Fundraising, Career Counseling, Business Relationship..., Crisis Communications, Conflict Resolution, Conflict Prevention, PowerPoint, Operations Management, Event Planning, Strategy, Change Management, Sales, Team Leadership, Curriculum Design, Curriculum Development, Coaching, Educational Leadership, Program Development, Community Outreach, Training, Leadership Development, Instructional Design, Program Management, Teacher Training, Professional Development, CRM, Business Development, Collaboration, Customer Service, Microsoft Excel, New Business Development, Strategic Communications, Technical Skillset, Analysis, Nonprofits, Finance, Data Analysis, Resume Writing
Education
University of Florida, Hough Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
Northeastern University
Bachelor of Science (B.S.), Business Administration, Finance, Insurance, and Management
EverBank 2014 - Present
High Fives for Hope, Inc. October 2011 - Present
Central Fidelity Bank January 1988 - January 1989
Bank of America (Formerly First National Bank of Boston) January 1988 - March 1988
Putnam Investments January 1986 - June 1986
Skills
Leadership, Staff Development, Teaching, Public Speaking, Microsoft Office, Team Building, Organizational..., Management, Research, Collaborative Problem..., Financial Analysis, Social Networking, Fundraising, Career Counseling, Business Relationship..., Crisis Communications, Conflict Resolution, Conflict Prevention, PowerPoint, Operations Management, Event Planning, Strategy, Change Management, Sales, Team Leadership, Curriculum Design, Curriculum Development, Coaching, Educational Leadership, Program Development, Community Outreach, Training, Leadership Development, Instructional Design, Program Management, Teacher Training, Professional Development, CRM, Business Development, Collaboration, Customer Service, Microsoft Excel, New Business Development, Strategic Communications, Technical Skillset, Analysis, Nonprofits, Finance, Data Analysis, Resume Writing
Education
University of Florida, Hough Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
Northeastern University
Bachelor of Science (B.S.), Business Administration, Finance, Insurance, and Management
Carl Spigelmeyer, III Carl Spigelmeyer, III's Putnam Investments Experience December 1996 - Present
Job Senior Regional Marketing Director at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 1996 - Present
United States Army, Alpha Company, 3rd U.S. Infantry, The Old Guard September 1989 - August 1991
Skills
Series 7, Series 63, Series 65, Series 6, Mutual Funds, Absolute Return, Municipal Bonds, Fixed Income Strategies, Equities, Alternative Investment..., Tactical Asset..., Asset Allocation, Retirement, Retirement Planning, Alternative Investments, Financial Advisory, 401k, Wealth Management, Asset Management, Financial Planning, Separately Managed..., Financial Services, Investments
Education
Penn State University 1991 — 1995
Bachelor of Arts (B.A.)
The University of Manchester 1994 — 1994
Certificate, European Media Studies, Communication and Media Studies
Shikellamy High School 1986 — 1989
St. Francis Preparatory Academy 1987 — 1987
Putnam Investments December 1996 - Present
United States Army, Alpha Company, 3rd U.S. Infantry, The Old Guard September 1989 - August 1991
Skills
Series 7, Series 63, Series 65, Series 6, Mutual Funds, Absolute Return, Municipal Bonds, Fixed Income Strategies, Equities, Alternative Investment..., Tactical Asset..., Asset Allocation, Retirement, Retirement Planning, Alternative Investments, Financial Advisory, 401k, Wealth Management, Asset Management, Financial Planning, Separately Managed..., Financial Services, Investments
Education
Penn State University 1991 — 1995
Bachelor of Arts (B.A.)
The University of Manchester 1994 — 1994
Certificate, European Media Studies, Communication and Media Studies
Shikellamy High School 1986 — 1989
St. Francis Preparatory Academy 1987 — 1987
Nancy Hancock Nancy Hancock's Putnam Investments Experience June 2006 - Present
Job Marketing Communications Professional
Industry Financial Services
Experience
Putnam Investments June 2006 - Present
State Street Bank 1998 - 2006
Bank of Boston 1984 - 1985
First National Bank of Chicago 1978 - 1983
First National Bank of Chicago 1978 - 1983
Skills
Strategy, Relationship Management, Series 7, Asset Management, Asset Managment, Corporate Communications, Equities, Financial Services, Integrated Marketing, Investments, Marketing, Marketing Strategy, Mutual Funds
Education
Northwestern University - Kellogg School of Management 1979 — 1982
MBA, Finance, Marketing
University of Illinois at Urbana-Champaign 1974 — 1978
BA, Major in French; minor in German
Putnam Investments June 2006 - Present
State Street Bank 1998 - 2006
Bank of Boston 1984 - 1985
First National Bank of Chicago 1978 - 1983
First National Bank of Chicago 1978 - 1983
Skills
Strategy, Relationship Management, Series 7, Asset Management, Asset Managment, Corporate Communications, Equities, Financial Services, Integrated Marketing, Investments, Marketing, Marketing Strategy, Mutual Funds
Education
Northwestern University - Kellogg School of Management 1979 — 1982
MBA, Finance, Marketing
University of Illinois at Urbana-Champaign 1974 — 1978
BA, Major in French; minor in German
Roger Matos Roger Matos's Putnam Investments Experience June 2009 - October 2010
Job Associate Engineer at Eversource Energy
Industry Utilities
Experience
Eversource Energy April 2012 - Present
Walgreens June 2006 - March 2012
Hendrix wire and cable May 2011 - September 2011
Putnam Investments June 2009 - October 2010
Skills
Troubleshooting, Visual Basic, Windows, Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, HTML, C++, Matlab, Visio, Access, AutoCAD, PSS/E
Education
Worcester Polytechnic Institute 2013 — 2016
Master of Science (MS), Power Systems Engineering
University of Massachusetts at Lowell 2009 — 2011
Bachelor, Electrical Enginnering
Northern Essex Community College 2006 — 2009
Associates degree, Electrical Engineering
Eversource Energy April 2012 - Present
Walgreens June 2006 - March 2012
Hendrix wire and cable May 2011 - September 2011
Putnam Investments June 2009 - October 2010
Skills
Troubleshooting, Visual Basic, Windows, Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, HTML, C++, Matlab, Visio, Access, AutoCAD, PSS/E
Education
Worcester Polytechnic Institute 2013 — 2016
Master of Science (MS), Power Systems Engineering
University of Massachusetts at Lowell 2009 — 2011
Bachelor, Electrical Enginnering
Northern Essex Community College 2006 — 2009
Associates degree, Electrical Engineering
Walter Deemer Walter Deemer's Putnam Investments Experience 1970 - 1980
Job President of Walter Deemer's Market Strategies & Insights
Industry Financial Services
Experience
Walter Deemer's Market Strategies & Insights 1980 - Present
Putnam Investments 1970 - 1980
Skills
Equities, Investment Strategies, Investments, Financial Markets, Technical Analysis, Survival Training, Asset Management, Hedge Funds, Portfolio Management, Alternative Investments, Martial Arts, Diplomacy, Investment Management, Trading Strategies, Financial Risk, Stocks, FX Options, ETFs, Currency, Bonds, Electronic Trading, Equity Trading, Hedging, Trading Systems, Series 63, Investment Advisory
Education
Penn State University 1959 — 1963
B. A. w/honors, Finance
Walter Deemer's Market Strategies & Insights 1980 - Present
Putnam Investments 1970 - 1980
Skills
Equities, Investment Strategies, Investments, Financial Markets, Technical Analysis, Survival Training, Asset Management, Hedge Funds, Portfolio Management, Alternative Investments, Martial Arts, Diplomacy, Investment Management, Trading Strategies, Financial Risk, Stocks, FX Options, ETFs, Currency, Bonds, Electronic Trading, Equity Trading, Hedging, Trading Systems, Series 63, Investment Advisory
Education
Penn State University 1959 — 1963
B. A. w/honors, Finance
Zachary Rosenoff Zachary Rosenoff's Putnam Investments Experience January 2014 - June 2014
Job Investment Operations at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 2015 - Present
Putnam Investments January 2014 - June 2014
Skills
Financial Services, Investments, Teamwork
Education
Northeastern University 2012 — 2017
Finance, General
MFS Investment Management January 2015 - Present
Putnam Investments January 2014 - June 2014
Skills
Financial Services, Investments, Teamwork
Education
Northeastern University 2012 — 2017
Finance, General
Katherine Szczypinski Katherine Szczypinski's Putnam Investments Experience February 2014 - Present
Job Administrative Assistant, ISD, Putnam Investments
Industry E-Learning
Experience
Putnam Investments February 2014 - Present
Blackboard 2006 - December 2013
Blackboard 1999 - 2006
Network Solutions Technology 1998 - 1999
Mayo Medical Laboratories New England 1996 - 1998
US Army 1992 - 1994
Skills
Salesforce.com, PeopleSoft, Crystal Reports, CRM, Process Improvement, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Microsoft Exchange, Training, Management, Project Management, Team Management, Learning Management..., E-Learning, Operations Management, Content Management, PeopleSoft Financial
Education
Northern Essex Community College
Associate of Science (AS), Executive Assistant/Executive Secretary
United States Army, Ft. Jackson, SC
Advanced Individual Training, Administrative Assistant
Northern Essex Community College
Associate of Arts (AA), General Studies
Putnam Investments February 2014 - Present
Blackboard 2006 - December 2013
Blackboard 1999 - 2006
Network Solutions Technology 1998 - 1999
Mayo Medical Laboratories New England 1996 - 1998
US Army 1992 - 1994
Skills
Salesforce.com, PeopleSoft, Crystal Reports, CRM, Process Improvement, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Microsoft Exchange, Training, Management, Project Management, Team Management, Learning Management..., E-Learning, Operations Management, Content Management, PeopleSoft Financial
Education
Northern Essex Community College
Associate of Science (AS), Executive Assistant/Executive Secretary
United States Army, Ft. Jackson, SC
Advanced Individual Training, Administrative Assistant
Northern Essex Community College
Associate of Arts (AA), General Studies
Michelle Hirsch Michelle Hirsch's Putnam Investments Experience June 2012 - September 2014
Job Tax Senior at BlumShapiro
Industry Accounting
Experience
BlumShapiro October 2014 - Present
Putnam Investments June 2012 - September 2014
Stream Global Services May 2011 - April 2012
McGladrey December 2009 - May 2011
RSM MCGLADREY September 2005 - December 2009
AMEX TBS July 2003 - September 2005
Skills
Corporate Tax, Tax Research, GAAP, Tax Preparation, Income Tax, Tax, Partnership Taxation, Tax Accounting, General Ledger, Financial Reporting, Accounting, Financial Planners, Auditing, US GAAP, Accounts Payable, International Tax, IFRS, Account Reconciliation, Financial Accounting, Internal Controls, Internal Audit, Financial Statements, ProSystem fx Tax, External Audit, Cost Accounting, Sarbanes-Oxley Act, State Tax, Fund Accounting, FIN 48, Financial Analysis, Sales Tax, Tax Returns, Tax Law, SEC filings, Valuation, Transfer Pricing, Strategic Financial..., QuickBooks, Managerial Finance, Cash Management, Bookkeeping, Hyperion Enterprise, Mergers & Acquisitions, Due Diligence, Analysis, Revenue Recognition, Tax Advisory, Fixed Assets, Journal Entries, US Tax
Education
Northeastern University 1998 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
Walpole High 1994 — 1998
BlumShapiro October 2014 - Present
Putnam Investments June 2012 - September 2014
Stream Global Services May 2011 - April 2012
McGladrey December 2009 - May 2011
RSM MCGLADREY September 2005 - December 2009
AMEX TBS July 2003 - September 2005
Skills
Corporate Tax, Tax Research, GAAP, Tax Preparation, Income Tax, Tax, Partnership Taxation, Tax Accounting, General Ledger, Financial Reporting, Accounting, Financial Planners, Auditing, US GAAP, Accounts Payable, International Tax, IFRS, Account Reconciliation, Financial Accounting, Internal Controls, Internal Audit, Financial Statements, ProSystem fx Tax, External Audit, Cost Accounting, Sarbanes-Oxley Act, State Tax, Fund Accounting, FIN 48, Financial Analysis, Sales Tax, Tax Returns, Tax Law, SEC filings, Valuation, Transfer Pricing, Strategic Financial..., QuickBooks, Managerial Finance, Cash Management, Bookkeeping, Hyperion Enterprise, Mergers & Acquisitions, Due Diligence, Analysis, Revenue Recognition, Tax Advisory, Fixed Assets, Journal Entries, US Tax
Education
Northeastern University 1998 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
Walpole High 1994 — 1998
Michael DeSilva Michael DeSilva's Putnam Investments Experience June 2008 - December 2008
Job Derivative Specialist at Bracebridge Capital, LLC
Industry Financial Services
Experience
Bracebridge Capital, LLC August 2011 - Present
Standish Mellon Asset Management June 2010 - December 2010
PowerAdvocate June 2009 - December 2009
Putnam Investments June 2008 - December 2008
Skills
Bloomberg, Finance, Derivatives, Fixed Income, Swaps, FX Options, Bonds, Options, Interest Rate..., Credit Derivatives, Microsoft Excel, Bloomberg Terminal, Credit, Financial Reporting, Corporate Actions
Education
Northeastern University 2006 — 2011
Bachelors of Science in Business Administration, Finance
Bracebridge Capital, LLC August 2011 - Present
Standish Mellon Asset Management June 2010 - December 2010
PowerAdvocate June 2009 - December 2009
Putnam Investments June 2008 - December 2008
Skills
Bloomberg, Finance, Derivatives, Fixed Income, Swaps, FX Options, Bonds, Options, Interest Rate..., Credit Derivatives, Microsoft Excel, Bloomberg Terminal, Credit, Financial Reporting, Corporate Actions
Education
Northeastern University 2006 — 2011
Bachelors of Science in Business Administration, Finance
Aaron Silverman's Putnam Investments Experience March 2013 - November 2013
Job
Industry Financial Services
Experience
Advantage Payroll Services April 2015 - Present
SmartBooks Corp. March 2014 - February 2015
Putnam Investments March 2013 - November 2013
SEI February 2012 - March 2013
Wells Fargo December 2010 - February 2012
United States Soccer Federation January 1998 - December 2009
The Cambridge Rindge & Latin School Soccer Program 2004 - 2009
CYS 2004 - 2009
Skills
Mutual Funds, Financial Services, Relationship Management, 401k, Retirement, Team Building, Business Development, Strategy, Sales, Program Management, Coaching, Strategic Planning, Banking, Organizational..., Organizational..., Outsourced Business..., New Business Development, Sales Operations, Defined Contribution, Sales Process, Board of Directors, Direct Sales, Retirement Planning, Salesforce.com, Lead Generation, Communication, Financial Solutions, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint
Education
Penn State University
B.S. Organizational Leadership
Concord-Carlisle High School
Advantage Payroll Services April 2015 - Present
SmartBooks Corp. March 2014 - February 2015
Putnam Investments March 2013 - November 2013
SEI February 2012 - March 2013
Wells Fargo December 2010 - February 2012
United States Soccer Federation January 1998 - December 2009
The Cambridge Rindge & Latin School Soccer Program 2004 - 2009
CYS 2004 - 2009
Skills
Mutual Funds, Financial Services, Relationship Management, 401k, Retirement, Team Building, Business Development, Strategy, Sales, Program Management, Coaching, Strategic Planning, Banking, Organizational..., Organizational..., Outsourced Business..., New Business Development, Sales Operations, Defined Contribution, Sales Process, Board of Directors, Direct Sales, Retirement Planning, Salesforce.com, Lead Generation, Communication, Financial Solutions, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint
Education
Penn State University
B.S. Organizational Leadership
Concord-Carlisle High School
Chris Hartery's Putnam Investments Experience November 2014 - Present
Job Investor Service Representative at Putnam Investments
Industry Higher Education
Experience
Putnam Investments November 2014 - Present
Skills
Financial Analysis, Financial Reporting, Finance, Financial Accounting, Entrepreneurship, Time Management, Teamwork, Insurance, Investments, PowerPoint, Customer Service, Social Networking, Microsoft Excel, Public Speaking, Leadership, Microsoft Office, Microsoft Word, Social Media
Education
Plymouth State University 2010 — 2014
Finance, General
Westford Academy 2006 — 2010
Putnam Investments November 2014 - Present
Skills
Financial Analysis, Financial Reporting, Finance, Financial Accounting, Entrepreneurship, Time Management, Teamwork, Insurance, Investments, PowerPoint, Customer Service, Social Networking, Microsoft Excel, Public Speaking, Leadership, Microsoft Office, Microsoft Word, Social Media
Education
Plymouth State University 2010 — 2014
Finance, General
Westford Academy 2006 — 2010
Christina Wetzel Christina Wetzel's Putnam Investments Experience July 2014 - October 2014
Job Associate Financial Anaylst
Industry Banking
Experience
C&S Wholesale Grocers February 2015 - Present
Digital Federal Credit Union October 2014 - February 2015
Putnam Investments July 2014 - October 2014
Donelan's Supermarkets November 2007 - January 2014
CFA Society of Philadelphia February 2013 - June 2013
Philadelphia University October 2012 - March 2013
Skills
Time Management, Customer Service, Sales, Microsoft Office, Analytical Skills, Problem Analysis, Principles of Finance
Education
Philadelphia University 2010 — 2014
Bachelor of Science (B.S.), Business Finance, 3.8
C&S Wholesale Grocers February 2015 - Present
Digital Federal Credit Union October 2014 - February 2015
Putnam Investments July 2014 - October 2014
Donelan's Supermarkets November 2007 - January 2014
CFA Society of Philadelphia February 2013 - June 2013
Philadelphia University October 2012 - March 2013
Skills
Time Management, Customer Service, Sales, Microsoft Office, Analytical Skills, Problem Analysis, Principles of Finance
Education
Philadelphia University 2010 — 2014
Bachelor of Science (B.S.), Business Finance, 3.8
Brian Douglas, AIF®, APA, PPC Brian Douglas, AIF®, APA, PPC's Putnam Investments Experience June 1996 - April 2001
Job External Wholesaler at BPAS
Industry Financial Services
Experience
BPAS December 2013 - Present
Commonwealth Financial Network February 2011 - December 2013
Retirement Alliance, Inc. September 2001 - February 2011
Putnam Investments June 1996 - April 2001
Skills
Retirement Plan..., Qualified Retirement..., Mutual Funds, 401k, Retirement, Series 7, Series 65, Benchmarking, Fiduciary Services, ERISA, Superior Client Service, Cash Balance, Investments, Social Networking, Salesforce.com, Financial Advisory, AIF, Simple IRA, SEP IRA, Financial Services, Client Services
Education
Plymouth State University 1992 — 1996
Bachelors, Marketing, minor in Economics
BPAS December 2013 - Present
Commonwealth Financial Network February 2011 - December 2013
Retirement Alliance, Inc. September 2001 - February 2011
Putnam Investments June 1996 - April 2001
Skills
Retirement Plan..., Qualified Retirement..., Mutual Funds, 401k, Retirement, Series 7, Series 65, Benchmarking, Fiduciary Services, ERISA, Superior Client Service, Cash Balance, Investments, Social Networking, Salesforce.com, Financial Advisory, AIF, Simple IRA, SEP IRA, Financial Services, Client Services
Education
Plymouth State University 1992 — 1996
Bachelors, Marketing, minor in Economics
Laura (Germani) Caton's Putnam Investments Experience January 1985 - April 1989
Job Partner, Senior Consultant at The Cornerstone Group, Inc.
Industry Management Consulting
Experience
The Cornerstone Group, Inc. April 2008 - Present
New England Financial 1999 - 2002
NVEST Funds 1996 - 1999
Natixis Global Associates 1994 - 1996
Natixis Global Associates 1993 - 1995
New England Securities January 1991 - September 1993
Putnam Investments January 1985 - April 1989
Skills
Leadership, Leadership Development, Talent Management, Management, Training, Selling, Sales Management, Team Building, Recruiting, Organizational..., Customer Retention, Sales Presentations, Sales Process, Interviews, Sales Operations, Sales, Business Planning, Consulting, Strategy, Small Business, Coaching, Marketing, Strategic Planning, Time Management, Start-ups, Employee Training, Comedian, Qualifying Prospects, Selling Skills, Public Speaking, Engaging Speaker, Succession Planning, Hiring, Team Motivator, Mother of the Year, Closing Deals, Deal Closure, Customer Insight, Executive Management, Executive Coaching, Seminars, Strategic Partnerships, Business Development, Talent Acquisition, Building Relationships, CRM, Organizational..., Salesforce.com, Management Consulting, New Business Development
Education
Ohio University 1981 — 1984
English
Pittsford Sutherland High School 1977 — 1981
The Cornerstone Group, Inc. April 2008 - Present
New England Financial 1999 - 2002
NVEST Funds 1996 - 1999
Natixis Global Associates 1994 - 1996
Natixis Global Associates 1993 - 1995
New England Securities January 1991 - September 1993
Putnam Investments January 1985 - April 1989
Skills
Leadership, Leadership Development, Talent Management, Management, Training, Selling, Sales Management, Team Building, Recruiting, Organizational..., Customer Retention, Sales Presentations, Sales Process, Interviews, Sales Operations, Sales, Business Planning, Consulting, Strategy, Small Business, Coaching, Marketing, Strategic Planning, Time Management, Start-ups, Employee Training, Comedian, Qualifying Prospects, Selling Skills, Public Speaking, Engaging Speaker, Succession Planning, Hiring, Team Motivator, Mother of the Year, Closing Deals, Deal Closure, Customer Insight, Executive Management, Executive Coaching, Seminars, Strategic Partnerships, Business Development, Talent Acquisition, Building Relationships, CRM, Organizational..., Salesforce.com, Management Consulting, New Business Development
Education
Ohio University 1981 — 1984
English
Pittsford Sutherland High School 1977 — 1981
Mark Turrell Mark Turrell's Putnam Investments Experience 1987 - 1991
Job Realtor at Coldwell Banker Residential Brokerage
Industry Financial Services
Experience
Coldwell Banker Residential Brokerage October 2012 - Present
FKCO LLC April 2005 - October 2012
PNC Financial Services Group 2000 - 2005
First Data Corporation 1991 - 2000
Putnam Investments 1987 - 1991
Commercial Union Insurance Company 1980 - 1987
Skills
Strategic Planning, Team Leadership, Customer Service, Leadership, Team Building, Project Management, Change Management, Process Improvement, Operations Management, New Business Development, Entrepreneurship, Project Planning, CRM, Contract Negotiation, Selling, Business Process, Investments, Management, Start-ups
Education
Northeastern University
MBA, Management, Psychology
Coldwell Banker Residential Brokerage October 2012 - Present
FKCO LLC April 2005 - October 2012
PNC Financial Services Group 2000 - 2005
First Data Corporation 1991 - 2000
Putnam Investments 1987 - 1991
Commercial Union Insurance Company 1980 - 1987
Skills
Strategic Planning, Team Leadership, Customer Service, Leadership, Team Building, Project Management, Change Management, Process Improvement, Operations Management, New Business Development, Entrepreneurship, Project Planning, CRM, Contract Negotiation, Selling, Business Process, Investments, Management, Start-ups
Education
Northeastern University
MBA, Management, Psychology
Izzet Yildiz Izzet Yildiz's Putnam Investments Experience June 2013 - Present
Job Global Economist/Strategist at Putnam Investments
Industry Investment Management
Experience
Putnam Investments June 2013 - Present
Merrill Lynch August 2011 - June 2012
World Bank July 2004 - July 2006
Skills
Econometrics, Global Macro, Macroeconomics, Fixed Income, Portfolio Management, Quantitative Research, Statistical Modeling, Statistics, Emerging Markets, Time Series Analysis, Quantitative Analytics, Bloomberg, Market Risk, Quantitative Finance, Derivatives
Education
Columbia University 2006 — 2012
Ph.D., Economics
Bilkent University 2002 — 2005
M.A, Econometrics
Orta Doğu Teknik Üniversitesi 1998 — 2002
B.Sc, Industrial Engineering
Putnam Investments June 2013 - Present
Merrill Lynch August 2011 - June 2012
World Bank July 2004 - July 2006
Skills
Econometrics, Global Macro, Macroeconomics, Fixed Income, Portfolio Management, Quantitative Research, Statistical Modeling, Statistics, Emerging Markets, Time Series Analysis, Quantitative Analytics, Bloomberg, Market Risk, Quantitative Finance, Derivatives
Education
Columbia University 2006 — 2012
Ph.D., Economics
Bilkent University 2002 — 2005
M.A, Econometrics
Orta Doğu Teknik Üniversitesi 1998 — 2002
B.Sc, Industrial Engineering
Scott Papes, CFP®, CEP® Scott Papes, CFP®, CEP®'s Putnam Investments Experience August 1988 - May 2000
Job VP, Financial Consultant at Cornerstone Financial Planners, Inc,
Industry Financial Services
Experience
Cornerstone Financial Planners, Inc, June 2001 - Present
Cornerstone Financial Planners, Inc. June 2001 - Present
Putnam Investments August 1988 - May 2000
Putnam Investments August 1988 - March 2000
Skills
Personal Financial..., Mutual Funds, Annuity Sales, 401k Rollovers, Retirement Planning, Estate Planning, Managed Money, Portfolio Assessment, Portfolio Management, Financial Advisory, Financial Services, Finance, FINRA, Financial Planners, Certified Financial..., Personal Finance, Investment Advisory, Wealth Management, IRAs, Alternative Investments, Uniform Combined State..., Wealth Management..., Series 65, Fixed Income, Asset Management, Investments, Variable Annuities, Equities
Education
Pennsylvania State University 1983 — 1987
MGMT, Management, Business, Economics
Cornerstone Financial Planners, Inc, June 2001 - Present
Cornerstone Financial Planners, Inc. June 2001 - Present
Putnam Investments August 1988 - May 2000
Putnam Investments August 1988 - March 2000
Skills
Personal Financial..., Mutual Funds, Annuity Sales, 401k Rollovers, Retirement Planning, Estate Planning, Managed Money, Portfolio Assessment, Portfolio Management, Financial Advisory, Financial Services, Finance, FINRA, Financial Planners, Certified Financial..., Personal Finance, Investment Advisory, Wealth Management, IRAs, Alternative Investments, Uniform Combined State..., Wealth Management..., Series 65, Fixed Income, Asset Management, Investments, Variable Annuities, Equities
Education
Pennsylvania State University 1983 — 1987
MGMT, Management, Business, Economics
Jamie Axford Jamie Axford's Putnam Investments Experience June 2012 - Present
Job Director, DCIO Consultant Relations at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2012 - Present
Pioneer Investments July 2010 - April 2012
MassMutual Retirement Services March 2007 - August 2009
Russell Investments October 2004 - March 2007
MFS Investment Management September 1989 - October 2004
Education
Penn State University
Bachelor of Arts (B.A.)
Putnam Investments June 2012 - Present
Pioneer Investments July 2010 - April 2012
MassMutual Retirement Services March 2007 - August 2009
Russell Investments October 2004 - March 2007
MFS Investment Management September 1989 - October 2004
Education
Penn State University
Bachelor of Arts (B.A.)
Rena Triantafilidis Rena Triantafilidis's Putnam Investments Experience 2005 - 2006
Job Director of Orthopedic Sales
Industry Hospital & Health Care
Experience
Girling Health Care November 2013 - Present
Girling Health Care December 2010 - Present
Tefen 2007 - June 2010
American Standard 2006 - 2007
Putnam Investments 2005 - 2006
Skills
Account Management, Analysis, Business Development, Customer Service, Healthcare, New Business Development, Program Management, Sales, Strategic Planning, Time Management
Education
Northeastern University 2003 — 2007
BSBA, Marketing and Management Information Systems
Girling Health Care November 2013 - Present
Girling Health Care December 2010 - Present
Tefen 2007 - June 2010
American Standard 2006 - 2007
Putnam Investments 2005 - 2006
Skills
Account Management, Analysis, Business Development, Customer Service, Healthcare, New Business Development, Program Management, Sales, Strategic Planning, Time Management
Education
Northeastern University 2003 — 2007
BSBA, Marketing and Management Information Systems
David Glickman David Glickman's Putnam Investments Experience 2009 - 2015
Job Experienced Strategist and Product/Marketing Executive
Industry Financial Services
Experience
Putnam Investments 2009 - 2015
Fidelity Investments 2002 - 2008
Fidelity Investments 2000 - 2002
Fidelity Investments 1998 - 2000
Computer Sciences Corporation 1993 - 1998
Booz, Allen & Hamilton 1989 - 1992
Prime Computer, Inc. 1984 - 1987
Skills
Web Analytics, Competitive Analysis, Business Strategy, Product Management, Segmentation, Retirement, 401k, Mutual Funds, Web Strategy, Strategic Planning, Strategy, Financial Services, Cross-functional Team..., Process Improvement, Management Consulting, Leadership, Management, CRM
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Finance, Policy
Rensselaer Polytechnic Institute 1979 — 1983
BS, Mathematics
Putnam Investments 2009 - 2015
Fidelity Investments 2002 - 2008
Fidelity Investments 2000 - 2002
Fidelity Investments 1998 - 2000
Computer Sciences Corporation 1993 - 1998
Booz, Allen & Hamilton 1989 - 1992
Prime Computer, Inc. 1984 - 1987
Skills
Web Analytics, Competitive Analysis, Business Strategy, Product Management, Segmentation, Retirement, 401k, Mutual Funds, Web Strategy, Strategic Planning, Strategy, Financial Services, Cross-functional Team..., Process Improvement, Management Consulting, Leadership, Management, CRM
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Finance, Policy
Rensselaer Polytechnic Institute 1979 — 1983
BS, Mathematics
Reanne Malesky's Putnam Investments Experience September 2015 - Present
Job Service Representive
Industry Investment Management
Experience
Putnam Investments September 2015 - Present
Skip's Snack Bar April 2007 - Present
Putnam Investments November 2014 - September 2015
Elizabeth Warren May 2012 - November 2012
The Sub and Pizza September 2010 - September 2012
Our Neighbor's Table September 2008 - September 2009
Skills
Spanish-English, Microsoft Office, Social Networking, Community Organizing, Fundraising, Facebook, Community Outreach, Spanish, Nonprofits, Social Media, Leadership, Customer Service, Restaurant Management, Volunteer Management, Time Management, Public Speaking, PowerPoint, Microsoft Word, Editing, Teaching, Communication, Microsoft Excel, Event Planning, Research
Education
University of Massachusetts, Amherst 2010 — 2012
Bachelors of Arts, Political Science
Northern Essex Community College 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Putnam Investments September 2015 - Present
Skip's Snack Bar April 2007 - Present
Putnam Investments November 2014 - September 2015
Elizabeth Warren May 2012 - November 2012
The Sub and Pizza September 2010 - September 2012
Our Neighbor's Table September 2008 - September 2009
Skills
Spanish-English, Microsoft Office, Social Networking, Community Organizing, Fundraising, Facebook, Community Outreach, Spanish, Nonprofits, Social Media, Leadership, Customer Service, Restaurant Management, Volunteer Management, Time Management, Public Speaking, PowerPoint, Microsoft Word, Editing, Teaching, Communication, Microsoft Excel, Event Planning, Research
Education
University of Massachusetts, Amherst 2010 — 2012
Bachelors of Arts, Political Science
Northern Essex Community College 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Mark Bogar Mark Bogar's Putnam Investments Experience September 2004 - March 2007
Job Analyst/Portfolio Manager at The Boston Company Asset Management
Industry Investment Management
Experience
The Boston Company Asset Management August 2007 - Present
Putnam Investments September 2004 - March 2007
Putnam Investments June 2002 - March 2006
Putnam Investments August 1998 - June 2002
Putnam Investments September 1995 - August 1997
State Street Bank June 1993 - November 1994
Education
Northwestern University - Kellogg School of Management 1997 — 1998
Master of Management, Finance and Marketing
Penn State University 1987 — 1991
B.S., Finance
The Boston Company Asset Management August 2007 - Present
Putnam Investments September 2004 - March 2007
Putnam Investments June 2002 - March 2006
Putnam Investments August 1998 - June 2002
Putnam Investments September 1995 - August 1997
State Street Bank June 1993 - November 1994
Education
Northwestern University - Kellogg School of Management 1997 — 1998
Master of Management, Finance and Marketing
Penn State University 1987 — 1991
B.S., Finance
Fredrik Gjerstad, CFA Fredrik Gjerstad, CFA's Putnam Investments Experience November 2000 - August 2008
Job Former Global Head of Investment/Market Risk and Interim Chief Risk Officer (CRO)
Industry Investment Management
Experience
State Street Global Advisors August 2008 - March 2015
State Street Global Advisors September 2012 - March 2013
Putnam Investments November 2000 - August 2008
Russell Investments January 1992 - November 2000
Skills
Fixed Income, Risk Management, Portfolio Optimization, Financial Risk, Enterprise Risk..., Hedge Funds, Derivatives, Portfolio Management, Equities, Bloomberg, Market Risk, Capital Markets, Investments, Asset Management, Alternative Investments, Mutual Funds, Investment Management
Education
Pacific Lutheran University 1988 — 1995
MBA, Business/Finance
Drottningborg 1984 — 1988
State Street Global Advisors August 2008 - March 2015
State Street Global Advisors September 2012 - March 2013
Putnam Investments November 2000 - August 2008
Russell Investments January 1992 - November 2000
Skills
Fixed Income, Risk Management, Portfolio Optimization, Financial Risk, Enterprise Risk..., Hedge Funds, Derivatives, Portfolio Management, Equities, Bloomberg, Market Risk, Capital Markets, Investments, Asset Management, Alternative Investments, Mutual Funds, Investment Management
Education
Pacific Lutheran University 1988 — 1995
MBA, Business/Finance
Drottningborg 1984 — 1988
Kyle Pitocchelli Kyle Pitocchelli's Putnam Investments Experience June 2012 - July 2013
Job Entrepreneurial Program Development at University of Massachusetts Lowell
Industry Consumer Services
Experience
Redfin April 2015 - Present
University of Massachusetts Lowell September 2014 - Present
University Innovation Fellows October 2014 - Present
Self-Employed, day trading and private investments January 2013 - Present
Entrepreneurship for All (EforAll) July 2014 - September 2014
Prestige Auto Care May 2010 - August 2014
Best Buy November 2011 - May 2014
Putnam Investments June 2012 - July 2013
Skills
Innovation, Design Thinking, Business Model..., Human-centered Design, Business Development, Value Proposition Design, Lean Startup, Leadership, Management, Entrepreneurship, Sales, Strategic Planning, Business Planning, Customer Service, Customer Satisfaction, Retail, Social Media Marketing, Team Leadership, Training, Coaching, Marketing, Team Building, Inventory Management, Time Management, Teamwork, Finance, Call Centers, Research, Mutual Funds
Education
UMass Lowell 2011 — 2013
Bachelor's degree, Management of Technological Innovation
Northern Essex Community College 2007 — 2010
Associates in Business Administration, Small business management & Entrepreneurial Studies
Redfin April 2015 - Present
University of Massachusetts Lowell September 2014 - Present
University Innovation Fellows October 2014 - Present
Self-Employed, day trading and private investments January 2013 - Present
Entrepreneurship for All (EforAll) July 2014 - September 2014
Prestige Auto Care May 2010 - August 2014
Best Buy November 2011 - May 2014
Putnam Investments June 2012 - July 2013
Skills
Innovation, Design Thinking, Business Model..., Human-centered Design, Business Development, Value Proposition Design, Lean Startup, Leadership, Management, Entrepreneurship, Sales, Strategic Planning, Business Planning, Customer Service, Customer Satisfaction, Retail, Social Media Marketing, Team Leadership, Training, Coaching, Marketing, Team Building, Inventory Management, Time Management, Teamwork, Finance, Call Centers, Research, Mutual Funds
Education
UMass Lowell 2011 — 2013
Bachelor's degree, Management of Technological Innovation
Northern Essex Community College 2007 — 2010
Associates in Business Administration, Small business management & Entrepreneurial Studies
Stacey Deleidi Stacey Deleidi's Putnam Investments Experience
Job
Industry Financial Services
Experience
Putnam Investments
Skills
Troubleshooting, Help Desk Support, Laptops, Technical Support, Disaster Recovery, Active Directory, Virtualization, Windows, System Administration, VMware ESX, Windows XP, McAfee, Windows 7, Process Improvement, High Availability, Citrix, VPN, Team Leadership, Software Installation, Microsoft Exchange, Computer Security, Operating Systems, Blackberry Enterprise..., Hardware, Network Administration, Incident Management, Cisco Call Manager, Customer Support, VMware
Education
Suffolk University 1990 — 1993
BA, Criminal Justice, Psychology
Northeastern University 1989 — 1990
Criminal Justice
University of Massachusetts Boston 1988 — 1989
Criminal Justice
East Boston High School 1985 — 1989
Diploma, College
Putnam Investments
Skills
Troubleshooting, Help Desk Support, Laptops, Technical Support, Disaster Recovery, Active Directory, Virtualization, Windows, System Administration, VMware ESX, Windows XP, McAfee, Windows 7, Process Improvement, High Availability, Citrix, VPN, Team Leadership, Software Installation, Microsoft Exchange, Computer Security, Operating Systems, Blackberry Enterprise..., Hardware, Network Administration, Incident Management, Cisco Call Manager, Customer Support, VMware
Education
Suffolk University 1990 — 1993
BA, Criminal Justice, Psychology
Northeastern University 1989 — 1990
Criminal Justice
University of Massachusetts Boston 1988 — 1989
Criminal Justice
East Boston High School 1985 — 1989
Diploma, College
Ben Bell Ben Bell's Putnam Investments Experience January 2008 - September 2011
Job Energy Consultant
Industry Staffing and Recruiting
Experience
SolarCity May 2015 - Present
Tech Solutions, LLC June 2013 - Present
Professional Alternative June 2014 - May 2015
Brafton Inc. September 2011 - April 2013
Putnam Investments January 2008 - September 2011
Putnam Investments September 2006 - January 2008
Domestico June 2006 - July 2006
Skills
Social Media Marketing, Account Management, Customer Support, Business Development, Social Media, Lead Generation, SEO, Salesforce.com, Recruiting, Analytics, Cold Calling, Sales, Strategy, Online Marketing, Advertising, Email Marketing, Social Networking, SEM, Management, Online Advertising, Google Analytics, CRM, Web Analytics, Marketing, Marketing Strategy, Digital Marketing, Direct Marketing, Interviews, Market Research, Google Adwords, PPC
Education
Ohio Wesleyan University 2002 — 2006
Bachelor of Arts, Philosophy May 2006
Ashland High
SolarCity May 2015 - Present
Tech Solutions, LLC June 2013 - Present
Professional Alternative June 2014 - May 2015
Brafton Inc. September 2011 - April 2013
Putnam Investments January 2008 - September 2011
Putnam Investments September 2006 - January 2008
Domestico June 2006 - July 2006
Skills
Social Media Marketing, Account Management, Customer Support, Business Development, Social Media, Lead Generation, SEO, Salesforce.com, Recruiting, Analytics, Cold Calling, Sales, Strategy, Online Marketing, Advertising, Email Marketing, Social Networking, SEM, Management, Online Advertising, Google Analytics, CRM, Web Analytics, Marketing, Marketing Strategy, Digital Marketing, Direct Marketing, Interviews, Market Research, Google Adwords, PPC
Education
Ohio Wesleyan University 2002 — 2006
Bachelor of Arts, Philosophy May 2006
Ashland High
Alicia Parslow Alicia Parslow's Putnam Investments Experience October 2006 - January 2012
Job Accounts Payable Coordinator at McCue Corporation
Industry Retail
Experience
Mortgage Network, Inc. June 2014 - Present
McCue Corporation 2012 - 2014
Putnam Investments October 2006 - January 2012
Skills
Accounts Payable, Accruals, Vendor Management, Sales & Use Tax, Month End Close, Concur, Expense Reports, Great Plains Software, SAP, Microsoft Excel, Account Reconciliation, Lotus Notes, General Ledger, Cash Management, Outlook, Financial Reporting, Budgets, Salesforce.com, Expenses, Invoice Processing, Journal Entries, Purchasing, Microsoft Word, Year-end Close, PowerPoint
Education
Northern Essex Community College 2003 — 2005
Associate's degree, Business Administration and Management, General
Mortgage Network, Inc. June 2014 - Present
McCue Corporation 2012 - 2014
Putnam Investments October 2006 - January 2012
Skills
Accounts Payable, Accruals, Vendor Management, Sales & Use Tax, Month End Close, Concur, Expense Reports, Great Plains Software, SAP, Microsoft Excel, Account Reconciliation, Lotus Notes, General Ledger, Cash Management, Outlook, Financial Reporting, Budgets, Salesforce.com, Expenses, Invoice Processing, Journal Entries, Purchasing, Microsoft Word, Year-end Close, PowerPoint
Education
Northern Essex Community College 2003 — 2005
Associate's degree, Business Administration and Management, General
Julia Blanchard Julia Blanchard's Putnam Investments Experience March 1987 - September 1998
Job Sr. Documentation Writer at Voya Financial
Industry Financial Services
Experience
Voya Financial April 2014 - Present
ING U.S. October 2004 - April 2014
CitiStreet (Formerly SSgA) September 1998 - October 2004
Putnam Investments March 1987 - September 1998
Skills
Software Documentation, Online Help, Technical Writing, Adobe Acrobat, RoboHelp, Technical Documentation, Visio, SDLC, SnagIt, Requirements Gathering, Microsoft Office, Content Management, Financial Services, Technical Communication, Content Development, Business Analysis, Microsoft Word, SharePoint, User Acceptance Testing, Information Architecture, Business Requirements, MadCap Flare, Dreamweaver, Access, XML, CMS, Instructional Design, Agile Methodologies, Project Planning, HTML, Single Sourcing, CSS, Usability, Writing, Editing, Source Control, Communication, English grammar, 401k, OLTP, SharePoint Designer
Education
Old Dominion University
Quincy High
University of Massachusetts Boston
BA, History
Voya Financial April 2014 - Present
ING U.S. October 2004 - April 2014
CitiStreet (Formerly SSgA) September 1998 - October 2004
Putnam Investments March 1987 - September 1998
Skills
Software Documentation, Online Help, Technical Writing, Adobe Acrobat, RoboHelp, Technical Documentation, Visio, SDLC, SnagIt, Requirements Gathering, Microsoft Office, Content Management, Financial Services, Technical Communication, Content Development, Business Analysis, Microsoft Word, SharePoint, User Acceptance Testing, Information Architecture, Business Requirements, MadCap Flare, Dreamweaver, Access, XML, CMS, Instructional Design, Agile Methodologies, Project Planning, HTML, Single Sourcing, CSS, Usability, Writing, Editing, Source Control, Communication, English grammar, 401k, OLTP, SharePoint Designer
Education
Old Dominion University
Quincy High
University of Massachusetts Boston
BA, History
Judith Bryna Bramson Judith Bryna Bramson's Putnam Investments Experience 1990 - 1992
Job Experienced and Versatile Marketing Professional. Financial Services and Healthcare
Industry Financial Services
Experience
Edward Jones July 2013 - Present
J. Bryna Bramson February 2012 - Present
MassMutual Financial Group 2002 - 2012
Broadridge (formerly NewRiver) 1998 - 2001
Aetna Retirement Services 1992 - 1998
Putnam Investments 1990 - 1992
Skills
Mutual Funds, Employee Benefits, Retirement, Insurance, Investments, Fixed Annuities, Financial Services, Marketing Communications, Social Media Marketing, E-Marketing, Strategic Leadership, Resource Management, Disability Insurance, Long Term Care Insurance, Thought Leadership, Business Innovation, Turnaround Strategy, Start-up Leadership, Strategic Consulting, Sales & Marketing..., Building high..., Direct Mail, Corporate Communications, Strategy, Web Marketing, Marketing Strategy, Budgets, Business Development, Leadership, Newsletters, Cross-functional Team..., B2B, Management, Integrated Marketing, Online Marketing
Education
Kellogg Graduate School of Management 2008 — 2010
Sales & Marketing, Executive Scholarship Program
Penn State University
BA Liberal Arts, Journalism
Edward Jones July 2013 - Present
J. Bryna Bramson February 2012 - Present
MassMutual Financial Group 2002 - 2012
Broadridge (formerly NewRiver) 1998 - 2001
Aetna Retirement Services 1992 - 1998
Putnam Investments 1990 - 1992
Skills
Mutual Funds, Employee Benefits, Retirement, Insurance, Investments, Fixed Annuities, Financial Services, Marketing Communications, Social Media Marketing, E-Marketing, Strategic Leadership, Resource Management, Disability Insurance, Long Term Care Insurance, Thought Leadership, Business Innovation, Turnaround Strategy, Start-up Leadership, Strategic Consulting, Sales & Marketing..., Building high..., Direct Mail, Corporate Communications, Strategy, Web Marketing, Marketing Strategy, Budgets, Business Development, Leadership, Newsletters, Cross-functional Team..., B2B, Management, Integrated Marketing, Online Marketing
Education
Kellogg Graduate School of Management 2008 — 2010
Sales & Marketing, Executive Scholarship Program
Penn State University
BA Liberal Arts, Journalism
Dan Carter Dan Carter's Putnam Investments Experience June 1985 - February 1992
Job Managing Director, Policy Solutions
Industry Management Consulting
Experience
Policy Solutions November 2008 - Present
CBIZ MHM August 2006 - October 2008
Protiviti June 2003 - June 2006
Sprint Nextel June 1999 - April 2003
NAIC April 1994 - June 1999
Arthur Andersen & Co. February 1992 - April 1994
Putnam Investments June 1985 - February 1992
Skills
Strategy, Business Process..., Business Intelligence, Sarbanes-Oxley Act, Business Analysis, Management Consulting, Organizational Structure, Board of Directors..., Corporate Governance, Conflict Mineral, Change Management, Succession Planning, Organizational Design, Organizational..., Team Leadership, Crisis Management, Strategic Partnerships, Mergers, Corporate turn-around, Executive Development, Early Stage Companies, Profitable Growth, Talent Acquisition, Acquisition Integration, Start-ups, Process Improvement, Leadership, Executive Management, Management, Mergers, Strategic Planning, ERP, Business Development, Project Management, Budgets, Telecommunications, Consulting
Education
Pensacola Christian College 1980 — 1984
BS, Business Administration, Accounting
Bucksport High School
Policy Solutions November 2008 - Present
CBIZ MHM August 2006 - October 2008
Protiviti June 2003 - June 2006
Sprint Nextel June 1999 - April 2003
NAIC April 1994 - June 1999
Arthur Andersen & Co. February 1992 - April 1994
Putnam Investments June 1985 - February 1992
Skills
Strategy, Business Process..., Business Intelligence, Sarbanes-Oxley Act, Business Analysis, Management Consulting, Organizational Structure, Board of Directors..., Corporate Governance, Conflict Mineral, Change Management, Succession Planning, Organizational Design, Organizational..., Team Leadership, Crisis Management, Strategic Partnerships, Mergers, Corporate turn-around, Executive Development, Early Stage Companies, Profitable Growth, Talent Acquisition, Acquisition Integration, Start-ups, Process Improvement, Leadership, Executive Management, Management, Mergers, Strategic Planning, ERP, Business Development, Project Management, Budgets, Telecommunications, Consulting
Education
Pensacola Christian College 1980 — 1984
BS, Business Administration, Accounting
Bucksport High School
Sharon Scanlon Sharon Scanlon's Putnam Investments Experience July 2009 - November 2010
Job Vice President, Head of Product, Retirement Plan Services at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2015 - Present
Lincoln Financial Group November 2010 - Present
Putnam Investments July 2009 - November 2010
Fidelity Investments January 2007 - January 2009
Mercer 2005 - 2007
Putnam Investments May 1994 - December 2004
Skills
Business Strategy, Business Development, Relationship Management, Product Management, Product Development, Solution Implementation, Defined Benefit, Defined Contribution, Strategy, 401k, ERISA, Sales Operations, Leadership, Retirement, Asset Allocation, Pensions, Outsourcing, Business Analysis, Vendor Management, Investments, Series 7, Mutual Funds, Series 63, Financial Services, Retirement Planning, Series 24, Series 6, Employee Benefits, Financial Advisory, Retirement Plan...
Education
Northeastern University 1988 — 1991
B.S., Political Science
University of New Hampshire 1986 — 1988
Lincoln Financial Group June 2015 - Present
Lincoln Financial Group November 2010 - Present
Putnam Investments July 2009 - November 2010
Fidelity Investments January 2007 - January 2009
Mercer 2005 - 2007
Putnam Investments May 1994 - December 2004
Skills
Business Strategy, Business Development, Relationship Management, Product Management, Product Development, Solution Implementation, Defined Benefit, Defined Contribution, Strategy, 401k, ERISA, Sales Operations, Leadership, Retirement, Asset Allocation, Pensions, Outsourcing, Business Analysis, Vendor Management, Investments, Series 7, Mutual Funds, Series 63, Financial Services, Retirement Planning, Series 24, Series 6, Employee Benefits, Financial Advisory, Retirement Plan...
Education
Northeastern University 1988 — 1991
B.S., Political Science
University of New Hampshire 1986 — 1988
Steve Case Steve Case's Putnam Investments Experience 1998 - 1999
Job Partner at Mercer Investment Consulting
Industry Financial Services
Experience
Mercer Investment Consulting September 2008 - Present
Evaluation Associates 2007 - 2008
RogersCasey 2002 - 2007
AXA Equitable 1999 - 2001
Putnam Investments 1998 - 1999
RogersCasey 1989 - 1998
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Asset Managment, Equities, Investments, Fixed Income, Investment Management, Fund Of Funds, Portfolio Management, Mutual Funds
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1981 — 1983
MBA, Finance, General
Occidental College 1976 — 1980
AB, Economics
Mercer Investment Consulting September 2008 - Present
Evaluation Associates 2007 - 2008
RogersCasey 2002 - 2007
AXA Equitable 1999 - 2001
Putnam Investments 1998 - 1999
RogersCasey 1989 - 1998
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies, Asset Managment, Equities, Investments, Fixed Income, Investment Management, Fund Of Funds, Portfolio Management, Mutual Funds
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1981 — 1983
MBA, Finance, General
Occidental College 1976 — 1980
AB, Economics
Mark Puorro Mark Puorro's Putnam Investments Experience 1989 - 1994
Job Realtor at MooreTuttle & Co. LLC Real Estate
Industry Real Estate
Experience
Moore-Tuttle & Co. LLC Real Estate 2010 - Present
Grantham Mayo Van Otterloo & Co. LLC 1994 - 2009
Putnam Investments 1989 - 1994
Skills
Investments, Real Estate, Investment Strategies, Valuation, Mutual Funds, Equities, Selling, Portfolio Management, Financial Analysis, Condos, Alternative Investments, Strategic Financial..., Fixed Income, Short Sales, Relocation, Investment Management, Listings, Seniors, Investment Properties, Sales
Education
Northeastern University 1986 — 1991
Bachelor, Business, Finance
Moore-Tuttle & Co. LLC Real Estate 2010 - Present
Grantham Mayo Van Otterloo & Co. LLC 1994 - 2009
Putnam Investments 1989 - 1994
Skills
Investments, Real Estate, Investment Strategies, Valuation, Mutual Funds, Equities, Selling, Portfolio Management, Financial Analysis, Condos, Alternative Investments, Strategic Financial..., Fixed Income, Short Sales, Relocation, Investment Management, Listings, Seniors, Investment Properties, Sales
Education
Northeastern University 1986 — 1991
Bachelor, Business, Finance
Chad Larivee Chad Larivee's Putnam Investments Experience February 1997 - January 2006
Job Financial Services Professional
Industry
Experience
Beacon Sales Company January 2006 - October 2008
Putnam Investments February 1997 - January 2006
Education
Norwich University 1989 — 1993
Bachelor of Science, Recreation Management
Coyle and Cassidy High School 1985 — 1989
Beacon Sales Company January 2006 - October 2008
Putnam Investments February 1997 - January 2006
Education
Norwich University 1989 — 1993
Bachelor of Science, Recreation Management
Coyle and Cassidy High School 1985 — 1989
Ryan J. Kerr, CFP® Ryan J. Kerr, CFP®'s Putnam Investments Experience November 1998 - January 2004
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2015 - Present
Charles Schwab August 2012 - September 2015
Fidelity Investments November 2005 - August 2012
Putnam Investments November 1998 - January 2004
Education
Norwich University 1993 — 1997
BS, Business Mgt.
Derryfield School 1986 — 1988
Edward Jones September 2015 - Present
Charles Schwab August 2012 - September 2015
Fidelity Investments November 2005 - August 2012
Putnam Investments November 1998 - January 2004
Education
Norwich University 1993 — 1997
BS, Business Mgt.
Derryfield School 1986 — 1988
Richard Pelletier Richard Pelletier's Putnam Investments Experience March 2014 - Present
Job Client Reporting Associate at Putnam Investments
Industry Marketing and Advertising
Experience
Putnam Investments March 2014 - Present
Putnam Investments June 2011 - March 2014
UPS May 2010 - May 2011
McDonald's Corporation January 2007 - February 2009
McDonald's Corporation May 2003 - January 2007
Skills
Series 7, Series 63, Microsoft Excel, Financial Services, 401k, Customer Service, Investments, Management, Mutual Funds, PowerPoint, Microsoft Office
Education
University of Massachusetts Lowell 2013 — 2015
Master of Business Administration (M.B.A.), Finance
University of Massachusetts at Lowell 2010 — 2012
Bachelor of Science, Business Administration; Marketing & MIS
Northern Essex Community College
Associate in Science Degree, Business Transfer
Putnam Investments March 2014 - Present
Putnam Investments June 2011 - March 2014
UPS May 2010 - May 2011
McDonald's Corporation January 2007 - February 2009
McDonald's Corporation May 2003 - January 2007
Skills
Series 7, Series 63, Microsoft Excel, Financial Services, 401k, Customer Service, Investments, Management, Mutual Funds, PowerPoint, Microsoft Office
Education
University of Massachusetts Lowell 2013 — 2015
Master of Business Administration (M.B.A.), Finance
University of Massachusetts at Lowell 2010 — 2012
Bachelor of Science, Business Administration; Marketing & MIS
Northern Essex Community College
Associate in Science Degree, Business Transfer
Joe Phoenix Joe Phoenix's Putnam Investments Experience January 2010 - December 2013
Job Co Founder, CEO Givinga, Inc.
Industry Philanthropy
Experience
Putnam Investments January 2010 - December 2013
Putnam Investments 2006 - 2010
Putnam Investments 1997 - 2006
Skills
Investment Management, Strategy, Investments, Hedge Funds, Private Equity, Marketing, Marketing Strategy, Entrepreneurship, Strategic Planning, Business Development, Management, Global Asset Management, Strategic Market..., Global Distribution, Institutional..., Competitive Analysis, Retail Distribution, Product Development, Series 7, Series 24, Series 63, Business Strategy, Leadership
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
Washington and Lee University
Bachelor of Arts (B.A.)
Putnam Investments January 2010 - December 2013
Putnam Investments 2006 - 2010
Putnam Investments 1997 - 2006
Skills
Investment Management, Strategy, Investments, Hedge Funds, Private Equity, Marketing, Marketing Strategy, Entrepreneurship, Strategic Planning, Business Development, Management, Global Asset Management, Strategic Market..., Global Distribution, Institutional..., Competitive Analysis, Retail Distribution, Product Development, Series 7, Series 24, Series 63, Business Strategy, Leadership
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
Washington and Lee University
Bachelor of Arts (B.A.)
Justin Hartmann's Putnam Investments Experience May 2009 - September 2009
Job Field
Industry Insurance
Experience
Windham Professionals Inc. September 2011 - May 2012
Preferred Financial Services November 2009 - September 2011
Hannaford Supermarkets January 2006 - November 2009
Putnam Investments May 2009 - September 2009
DeMoulas Market Basket September 2003 - January 2006
Education
Northern Essex Community College 2006 — 2012
Associate's degree, Business, Management, Marketing, and Related Support Services
Windham Professionals Inc. September 2011 - May 2012
Preferred Financial Services November 2009 - September 2011
Hannaford Supermarkets January 2006 - November 2009
Putnam Investments May 2009 - September 2009
DeMoulas Market Basket September 2003 - January 2006
Education
Northern Essex Community College 2006 — 2012
Associate's degree, Business, Management, Marketing, and Related Support Services
Karim Sabbidine's Putnam Investments Experience May 2011 - December 2011
Job J.D. Candidate at Northeastern University School of Law
Industry Legal Services
Experience
Federal Reserve Bank of Boston May 2015 - August 2015
Northeastern University September 2013 - July 2014
StoneTurn Group LLP July 2013 - May 2014
U.S. Silica Company July 2012 - December 2012
AeroDesigns, Inc. January 2012 - April 2012
Massachusetts State Senate January 2012 - April 2012
Putnam Investments May 2011 - December 2011
Fluor Daniel Corporation July 2010 - July 2010
Skills
Financial Reporting, Microsoft Excel, Finance, Social Media, Financial Modeling, Microsoft Word, Financial Analysis, Accounting, Community Outreach, Start-ups, Research, Strategic Planning, Teamwork, Budgets, Data Analysis, Department Budgeting, SPSS, Business Strategy, Corporate Finance
Education
Northeastern University School of Law 2014 — 2017
Doctor of Law (J.D.), Business Law & Intellectual Property
Northeastern University 2009 — 2013
Bachelor of Science in Business Administration, Dual Concentration in Finance/Insurance and Marketing, Minor in Law and Public Policy, Cum Laude
Dhahran International High School 2006 — 2009
Federal Reserve Bank of Boston May 2015 - August 2015
Northeastern University September 2013 - July 2014
StoneTurn Group LLP July 2013 - May 2014
U.S. Silica Company July 2012 - December 2012
AeroDesigns, Inc. January 2012 - April 2012
Massachusetts State Senate January 2012 - April 2012
Putnam Investments May 2011 - December 2011
Fluor Daniel Corporation July 2010 - July 2010
Skills
Financial Reporting, Microsoft Excel, Finance, Social Media, Financial Modeling, Microsoft Word, Financial Analysis, Accounting, Community Outreach, Start-ups, Research, Strategic Planning, Teamwork, Budgets, Data Analysis, Department Budgeting, SPSS, Business Strategy, Corporate Finance
Education
Northeastern University School of Law 2014 — 2017
Doctor of Law (J.D.), Business Law & Intellectual Property
Northeastern University 2009 — 2013
Bachelor of Science in Business Administration, Dual Concentration in Finance/Insurance and Marketing, Minor in Law and Public Policy, Cum Laude
Dhahran International High School 2006 — 2009
Marcellina Teixeira Marcellina Teixeira's Putnam Investments Experience January 2012 - July 2012
Job Account Manager, Strategic Partnerships at Vistaprint
Industry Marketing and Advertising
Experience
Vistaprint August 2014 - Present
Northeastern University September 2011 - April 2014
Staples January 2013 - June 2013
Putnam Investments January 2012 - July 2012
Keene Group Inc June 2010 - May 2012
TD Bank Sports Center Box Office October 2009 - December 2010
Skills
Able To Multi-task, Time Management, Teamwork, Microsoft Excel, PowerPoint, Project Management, Microsoft Publisher, Microsoft Word, Adobe Acrobat, Salesforce.com, Lotus Notes, Outlook, WordPress, Facebook, Instagram, Twitter, SPSS, Photoshop, InDesign, Dreamweaver, Social Networking, Product Development, Pinterest, Photography, Public Speaking, Microsoft Office
Education
Northeastern University 2011 — 2014
Bachelors of Science, Business Administration with a Concentration in Marketing and Minor in Psychology, Senior
Quinnipiac University 2009 — 2010
Marketing
Vistaprint August 2014 - Present
Northeastern University September 2011 - April 2014
Staples January 2013 - June 2013
Putnam Investments January 2012 - July 2012
Keene Group Inc June 2010 - May 2012
TD Bank Sports Center Box Office October 2009 - December 2010
Skills
Able To Multi-task, Time Management, Teamwork, Microsoft Excel, PowerPoint, Project Management, Microsoft Publisher, Microsoft Word, Adobe Acrobat, Salesforce.com, Lotus Notes, Outlook, WordPress, Facebook, Instagram, Twitter, SPSS, Photoshop, InDesign, Dreamweaver, Social Networking, Product Development, Pinterest, Photography, Public Speaking, Microsoft Office
Education
Northeastern University 2011 — 2014
Bachelors of Science, Business Administration with a Concentration in Marketing and Minor in Psychology, Senior
Quinnipiac University 2009 — 2010
Marketing
Mei Bruist Mei Bruist's Putnam Investments Experience June 2013 - December 2013
Job Summer Financial Analyst at Wells Fargo Capital Finance
Industry
Experience
Wells Fargo Capital Finance June 2015 - August 2015
The Chicken and Rice Guys May 2013 - June 2015
Wells Fargo Capital Finance July 2014 - March 2015
Putnam Investments June 2013 - December 2013
Skills
Fundraising, Organizational..., Nonprofits, Team Leadership, Microsoft Excel, Microsoft Word, Budgets, Management, Finance, Salesforce.com
Education
Northeastern University 2011 — 2016
Bachelor's degree, Finance and Economics
SKEMA Business School 2015 — 2015
Haverford Senior High School 2007 — 2011
Wells Fargo Capital Finance June 2015 - August 2015
The Chicken and Rice Guys May 2013 - June 2015
Wells Fargo Capital Finance July 2014 - March 2015
Putnam Investments June 2013 - December 2013
Skills
Fundraising, Organizational..., Nonprofits, Team Leadership, Microsoft Excel, Microsoft Word, Budgets, Management, Finance, Salesforce.com
Education
Northeastern University 2011 — 2016
Bachelor's degree, Finance and Economics
SKEMA Business School 2015 — 2015
Haverford Senior High School 2007 — 2011
Marylou Lossman's Putnam Investments Experience Legal Product SpecialistPutnam InvestmentsSeptember 2005 - Present
Job Legal Product Specialist at Putnam Investments
Industry Investment Management
Experience
Putnam Investments Legal Product SpecialistPutnam InvestmentsSeptember 2005 - Present
Skills
Vendor Management, Management, Microsoft Office, Microsoft Excel, Customer Service, Project Management, PowerPoint, Process Improvement
Education
Northern Essex Community College 1995 — 1998
Associate's degree, Art/Art Studies, General
Putnam Investments Legal Product SpecialistPutnam InvestmentsSeptember 2005 - Present
Skills
Vendor Management, Management, Microsoft Office, Microsoft Excel, Customer Service, Project Management, PowerPoint, Process Improvement
Education
Northern Essex Community College 1995 — 1998
Associate's degree, Art/Art Studies, General
Simon Moore Simon Moore's Putnam Investments Experience 2001 - 2004
Job Chief Investment Officer at FutureAdvisor
Industry Computer Software
Experience
FutureAdvisor January 2014 - Present
Microsoft January 2013 - December 2013
Microsoft August 2006 - January 2013
Anheuser-Busch June 2005 - August 2005
Putnam Investments 2001 - 2004
Mitchell Madison Group 2000 - 2001
Bank of England 1999 - 1999
Skills
Market Research, Product Management, Competitive Analysis, Go-to-market Strategy, Product Planning, Strategy, Financial Analysis, Business Strategy, Product Marketing, Business Planning, Marketing Strategy, Customer Segmentation, Cross-functional Team..., Analytics, Business Analysis, Program Management
Education
Oxford 1997 — 2000
BA
Northwestern University - Kellogg School of Management 2004 — 2006
MBA
FutureAdvisor January 2014 - Present
Microsoft January 2013 - December 2013
Microsoft August 2006 - January 2013
Anheuser-Busch June 2005 - August 2005
Putnam Investments 2001 - 2004
Mitchell Madison Group 2000 - 2001
Bank of England 1999 - 1999
Skills
Market Research, Product Management, Competitive Analysis, Go-to-market Strategy, Product Planning, Strategy, Financial Analysis, Business Strategy, Product Marketing, Business Planning, Marketing Strategy, Customer Segmentation, Cross-functional Team..., Analytics, Business Analysis, Program Management
Education
Oxford 1997 — 2000
BA
Northwestern University - Kellogg School of Management 2004 — 2006
MBA
Jim Babcock, CFA, CPA Jim Babcock, CFA, CPA's Putnam Investments Experience January 1994 - January 1999
Job Asset Management Advisory at Babcock Financial Advisors
Industry Investment Management
Experience
Babcock Financial Advisors February 2013 - Present
APG Asset Management US Inc. January 2002 - February 2013
APG Asset Management January 2002 - February 2013
Abbey National Treasury January 1999 - January 2001
Putnam Investments January 1994 - January 1999
Travelers Insurance Co January 1989 - January 1994
PricewaterhouseCoopers January 1980 - January 1986
Skills
Fundamental Analysis, High Yield Bonds, Bank Loans, Leveraged Finance, Distressed Debt, Special Situations, Credit, Trading, Portfolio Management, Media Industry, Industrial Industry, Stressed Finance..., Energy, Chemicals, Paper, Credit Derivatives, Loans, Pension Funds, Finance, Hedge Funds, Credit Risk, Financial Structuring, Investment Banking, Financial Risk, Alternative Investments, Market Risk, Buy-side, Structured Products, Equity Valuation, Global Macro, Valuation, Banking, Capital Structure, Treasury Management, Economics, Relative Value Trading, Financial Institutions, Quantitative Finance, Hedging, Equity Trading, Analysis, Rates, Financial Services, Equity Derivatives, Strategy, Swaps, MBS, Institutional..., Investment Advisory, Fixed Income Analysis, Credit Rating, Proprietary Trading
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1989
MBA, Finance and International Business
Handelshögskolan i Stockholm 1988 — 1988
Finance and International Business
Pace University 1976 — 1980
Bachelor, Business Administration; CPA Preparation
Babcock Financial Advisors February 2013 - Present
APG Asset Management US Inc. January 2002 - February 2013
APG Asset Management January 2002 - February 2013
Abbey National Treasury January 1999 - January 2001
Putnam Investments January 1994 - January 1999
Travelers Insurance Co January 1989 - January 1994
PricewaterhouseCoopers January 1980 - January 1986
Skills
Fundamental Analysis, High Yield Bonds, Bank Loans, Leveraged Finance, Distressed Debt, Special Situations, Credit, Trading, Portfolio Management, Media Industry, Industrial Industry, Stressed Finance..., Energy, Chemicals, Paper, Credit Derivatives, Loans, Pension Funds, Finance, Hedge Funds, Credit Risk, Financial Structuring, Investment Banking, Financial Risk, Alternative Investments, Market Risk, Buy-side, Structured Products, Equity Valuation, Global Macro, Valuation, Banking, Capital Structure, Treasury Management, Economics, Relative Value Trading, Financial Institutions, Quantitative Finance, Hedging, Equity Trading, Analysis, Rates, Financial Services, Equity Derivatives, Strategy, Swaps, MBS, Institutional..., Investment Advisory, Fixed Income Analysis, Credit Rating, Proprietary Trading
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1989
MBA, Finance and International Business
Handelshögskolan i Stockholm 1988 — 1988
Finance and International Business
Pace University 1976 — 1980
Bachelor, Business Administration; CPA Preparation
Rich Babineau Rich Babineau's Putnam Investments Experience 1987 - 1998
Job VP, Broadridge Mutual Fund Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions December 2004 - Present
DF King 1998 - 2002
DF King 1998 - 2002
John Hancock 1997 - 1998
Putnam Investments 1987 - 1998
Education
Northeastern University 2011 — 2015
leadership
Broadridge Financial Solutions December 2004 - Present
DF King 1998 - 2002
DF King 1998 - 2002
John Hancock 1997 - 1998
Putnam Investments 1987 - 1998
Education
Northeastern University 2011 — 2015
leadership
Matt Deatherage's Putnam Investments Experience January 2013 - June 2013
Job Sales at Van Eck Global
Industry Financial Services
Experience
Van Eck Global August 2015 - Present
Financial Diligence Networks January 2014 - Present
Putnam Investments January 2013 - June 2013
Skills
Financial Services, Investments, Salesforce.com, Mutual Funds, Series 7, Series 63, Series 6, Relationship Management, Securities, Asset Allocation, Alternative Investments
Education
Northeastern University
Van Eck Global August 2015 - Present
Financial Diligence Networks January 2014 - Present
Putnam Investments January 2013 - June 2013
Skills
Financial Services, Investments, Salesforce.com, Mutual Funds, Series 7, Series 63, Series 6, Relationship Management, Securities, Asset Allocation, Alternative Investments
Education
Northeastern University
Stefan Economou Stefan Economou's Putnam Investments Experience September 2011 - Present
Job Creative Operations Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments September 2011 - Present
Putnam Investments February 2000 - September 2011
Putnam Investments August 1996 - June 1999
Skills
All things Mac, Adobe..., FileMaker, Project Management, Marketing Communications, Advertising
Education
Moses Brown
Oberlin College
Putnam Investments September 2011 - Present
Putnam Investments February 2000 - September 2011
Putnam Investments August 1996 - June 1999
Skills
All things Mac, Adobe..., FileMaker, Project Management, Marketing Communications, Advertising
Education
Moses Brown
Oberlin College
Molly Baum's Putnam Investments Experience January 2014 - Present
Job Corporate Actions Coop at Wellington Management
Industry
Experience
Wellington Management December 2014 - Present
Putnam Investments January 2014 - Present
Skills
Microsoft Excel, Bloomberg Terminal, Microsoft Word
Education
Northeastern University 2012 — 2017
Accounting and Finance
Wellington Management December 2014 - Present
Putnam Investments January 2014 - Present
Skills
Microsoft Excel, Bloomberg Terminal, Microsoft Word
Education
Northeastern University 2012 — 2017
Accounting and Finance
Patricia Trum Patricia Trum's Putnam Investments Experience December 1996 - Present
Job Project Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 1996 - Present
Skills
Business Analysis, Vendor Management, Financial Services
Education
Northern Essex Community College 1989 — 1992
Associate's degree, Business, Management, Marketing, and Related Support Services
Putnam Investments December 1996 - Present
Skills
Business Analysis, Vendor Management, Financial Services
Education
Northern Essex Community College 1989 — 1992
Associate's degree, Business, Management, Marketing, and Related Support Services
Brian Howlett Brian Howlett's Putnam Investments Experience February 2011 - Present
Job Regional Marketing Director at Putnam Investments
Industry Financial Services
Experience
Putnam Investments February 2011 - Present
Education
Plymouth State University 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Putnam Investments February 2011 - Present
Education
Plymouth State University 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Peter Fairfax Peter Fairfax's Putnam Investments Experience January 1999 - January 2001
Job Sales and Marketing Consultant at Regal Wine Imports
Industry Wine and Spirits
Experience
Regal Wine Imports August 2014 - Present
Your Wine Connection September 2004 - Present
Tempranillo, Inc. - Distributor of 'Fine Estates from Spain' Jorge Ordonez Selections August 2004 - January 2014
Spirits Unlimited February 2002 - September 2004
Hopkinton Wine and Spirits January 2001 - August 2001
Putnam Investments January 1999 - January 2001
Not Your Average Joe's August 1998 - February 1999
Pizza Hut / D'Angelo's Sandwich Shop Combo Unit January 1997 - August 1998
The Flatley Company September 1995 - January 1997
Century 21 April 1994 - October 1995
Skills
Wine, Wine Tasting, Marketing Strategy, Strategic Planning, Customer Service, Event Planning, Microsoft Office, Microsoft Word, Public Speaking, PowerPoint, Pricing, Budgets, Sales, Educator, Marketing, Training, Retail, Alcoholic Beverages, Food, Food & Beverage, Restaurants
Education
Northeastern University 1987 — 1990
BS Business Administration
Regal Wine Imports August 2014 - Present
Your Wine Connection September 2004 - Present
Tempranillo, Inc. - Distributor of 'Fine Estates from Spain' Jorge Ordonez Selections August 2004 - January 2014
Spirits Unlimited February 2002 - September 2004
Hopkinton Wine and Spirits January 2001 - August 2001
Putnam Investments January 1999 - January 2001
Not Your Average Joe's August 1998 - February 1999
Pizza Hut / D'Angelo's Sandwich Shop Combo Unit January 1997 - August 1998
The Flatley Company September 1995 - January 1997
Century 21 April 1994 - October 1995
Skills
Wine, Wine Tasting, Marketing Strategy, Strategic Planning, Customer Service, Event Planning, Microsoft Office, Microsoft Word, Public Speaking, PowerPoint, Pricing, Budgets, Sales, Educator, Marketing, Training, Retail, Alcoholic Beverages, Food, Food & Beverage, Restaurants
Education
Northeastern University 1987 — 1990
BS Business Administration
Danielle Devine Danielle Devine's Putnam Investments Experience 2000 - 2001
Job Editor
Industry Publishing
Experience
Kovels.com November 2014 - Present
Freelance October 2006 - Present
MODERN Magazine, Brant Publications May 2009 - September 2014
The Magazine ANTIQUES, Brant Publications October 2006 - September 2012
The Costume Institute, Metropolitan Museum of Art 2005 - 2006
Devine Real Estate August 2001 - September 2004
Putnam Investments 2000 - 2001
Skills
Publishing, Editorial, Magazines, Online Publishing, Copy Editing, Web Content, Publications, Proofreading, Feature Articles, Content Development, Art, Editing, Content Strategy, Books, Blogging
Education
Parsons School of Design 2004 — 2006
MA, Decorative Arts and Design
Union College 1996 — 2000
BA, English, Art History
Kent School
Kovels.com November 2014 - Present
Freelance October 2006 - Present
MODERN Magazine, Brant Publications May 2009 - September 2014
The Magazine ANTIQUES, Brant Publications October 2006 - September 2012
The Costume Institute, Metropolitan Museum of Art 2005 - 2006
Devine Real Estate August 2001 - September 2004
Putnam Investments 2000 - 2001
Skills
Publishing, Editorial, Magazines, Online Publishing, Copy Editing, Web Content, Publications, Proofreading, Feature Articles, Content Development, Art, Editing, Content Strategy, Books, Blogging
Education
Parsons School of Design 2004 — 2006
MA, Decorative Arts and Design
Union College 1996 — 2000
BA, English, Art History
Kent School
Bob Lindenberg Bob Lindenberg's Putnam Investments Experience August 2000 - December 2009
Job Senior Architect at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2010 - Present
TIAA-CREF March 2010 - August 2010
Putnam Investments August 2000 - December 2009
NetFriday August 1999 - August 2000
Cambridge Technology Partners November 1998 - August 1999
Platinum Technology August 1995 - November 1998
Locus Computing Corporation April 1992 - August 1995
Digital Equipment Corporation 1978 - 1992
Skills
E-commerce, Software Engineering, Application Security, IT Strategy, Web Applications, Enterprise Software, Software Development, SOA, Agile Methodologies, Business Development, Start-ups, Architecture, Architectures, Unix, Management
Education
Penn State University
M.S.
University of California, Berkeley
B.A.
University of Oregon
Ph.D.
TIAA-CREF June 2010 - Present
TIAA-CREF March 2010 - August 2010
Putnam Investments August 2000 - December 2009
NetFriday August 1999 - August 2000
Cambridge Technology Partners November 1998 - August 1999
Platinum Technology August 1995 - November 1998
Locus Computing Corporation April 1992 - August 1995
Digital Equipment Corporation 1978 - 1992
Skills
E-commerce, Software Engineering, Application Security, IT Strategy, Web Applications, Enterprise Software, Software Development, SOA, Agile Methodologies, Business Development, Start-ups, Architecture, Architectures, Unix, Management
Education
Penn State University
M.S.
University of California, Berkeley
B.A.
University of Oregon
Ph.D.
Rick Tibbetts Rick Tibbetts's Putnam Investments Experience January 2009 - Present
Job Chief of Human Resources at Putnam Investments
Industry Investment Management
Experience
Putnam Investments January 2009 - Present
Putnam Fiduciary Trust Company 2004 - 2014
PanAgora Asset Management 2000 - 2014
Putnam Investments April 2004 - February 2009
Putnam Investments 2004 - 2009
Putnam Investments April 1997 - March 2004
Putnam Investments September 1996 - March 1997
Putnam Investments April 1995 - August 1996
Putnam Investments March 1990 - March 1995
Putnam Investments April 1990 - March 1991
Skills
Human Resources, Asset Management, Investments, Mutual Funds, Alternative Investments, Hedge Funds, Financial Services, Change Management, Equities, Fixed Income, 401k, Deferred Compensation, Employee Benefits, Employee Relations, Investment Management, Management, Onboarding, PeopleSoft, Performance Management, Succession Planning
Education
Northeastern University 1981 — 1985
BS, Business Administration, Cum Laude
Miami University, Oxford Ohio 1980 — 1981
General Studies
Putnam Investments January 2009 - Present
Putnam Fiduciary Trust Company 2004 - 2014
PanAgora Asset Management 2000 - 2014
Putnam Investments April 2004 - February 2009
Putnam Investments 2004 - 2009
Putnam Investments April 1997 - March 2004
Putnam Investments September 1996 - March 1997
Putnam Investments April 1995 - August 1996
Putnam Investments March 1990 - March 1995
Putnam Investments April 1990 - March 1991
Skills
Human Resources, Asset Management, Investments, Mutual Funds, Alternative Investments, Hedge Funds, Financial Services, Change Management, Equities, Fixed Income, 401k, Deferred Compensation, Employee Benefits, Employee Relations, Investment Management, Management, Onboarding, PeopleSoft, Performance Management, Succession Planning
Education
Northeastern University 1981 — 1985
BS, Business Administration, Cum Laude
Miami University, Oxford Ohio 1980 — 1981
General Studies
Carol Niemira Carol Niemira's Putnam Investments Experience 1988 - 1998
Job Convention, Exhibit, & Promotional Staffer
Industry Events Services
Experience
AP Conventions, Skill Bureau, and direct hire June 2011 - Present
Audio Transcription Center March 2012 - September 2012
Mass. PERAC (Public Employee Retirement Administration Commission) January 2001 - April 2011
Putnam Investments 1988 - 1998
Skills
Customer Service, Trade Shows, Management, Teamwork, Outlook, Microsoft Office, Event Planning, Proofreading, Editing, Microsoft Word, PowerPoint, Marketing Strategy
Education
Northwestern University - Kellogg School of Management
Masters in Management, Finance & Marketing
University of Michigan
B.A., Linguistics
AP Conventions, Skill Bureau, and direct hire June 2011 - Present
Audio Transcription Center March 2012 - September 2012
Mass. PERAC (Public Employee Retirement Administration Commission) January 2001 - April 2011
Putnam Investments 1988 - 1998
Skills
Customer Service, Trade Shows, Management, Teamwork, Outlook, Microsoft Office, Event Planning, Proofreading, Editing, Microsoft Word, PowerPoint, Marketing Strategy
Education
Northwestern University - Kellogg School of Management
Masters in Management, Finance & Marketing
University of Michigan
B.A., Linguistics
Christopher Shamp's Putnam Investments Experience December 2005 - August 2006
Job Business Partner at Sims Metal Management Limited
Industry Electrical/Electronic Manufacturing
Experience
Sims Metal Management Limited April 2014 - Present
Sensata Technologies September 2011 - April 2014
Schneider Electric April 2010 - September 2011
Schneider Electric August 2009 - April 2010
Schneider Electric December 2007 - August 2009
Sager Electronics August 2006 - December 2007
Putnam Investments December 2005 - August 2006
University of Massachusetts Lowell 2005 - 2006
Herff Jones 1998 - 2002
Skills
Financial Reporting, Forecasting, Cost Analysis, Essbase, Variance Analysis, Financial Analysis, Budgeting, Excel, Word, Microsoft Office, Lotus Notes, PowerPoint, Oracle E-Business Suite, Outlook, Hyperion, MS Project, Cost Accounting, Hyperion Enterprise, Manufacturing, Process Improvement, Analysis, Budgets, Finance, Microsoft Excel
Education
Penn State University
MBA, Business Administration
University of Massachusetts at Lowell
BS, Mathematics major, Business minor
North Attleboro High School
Sims Metal Management Limited April 2014 - Present
Sensata Technologies September 2011 - April 2014
Schneider Electric April 2010 - September 2011
Schneider Electric August 2009 - April 2010
Schneider Electric December 2007 - August 2009
Sager Electronics August 2006 - December 2007
Putnam Investments December 2005 - August 2006
University of Massachusetts Lowell 2005 - 2006
Herff Jones 1998 - 2002
Skills
Financial Reporting, Forecasting, Cost Analysis, Essbase, Variance Analysis, Financial Analysis, Budgeting, Excel, Word, Microsoft Office, Lotus Notes, PowerPoint, Oracle E-Business Suite, Outlook, Hyperion, MS Project, Cost Accounting, Hyperion Enterprise, Manufacturing, Process Improvement, Analysis, Budgets, Finance, Microsoft Excel
Education
Penn State University
MBA, Business Administration
University of Massachusetts at Lowell
BS, Mathematics major, Business minor
North Attleboro High School
Vinod Maheswaran's Putnam Investments Experience 1999 - 2005
Job Director, Sr. Development Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
TIAA-CREF August 2006 - March 2014
Serono 2005 - 2006
Putnam Investments 1999 - 2005
Skills
OBIEE, Data Warehousing, Business Intelligence, Informatica, Oracle, Teradata, Dashboard, Siebel, CRM, BI Publisher, ETL, Data Modeling, Strategy, Data Integration, SDLC, Data Warehouse..., Enterprise Architecture, Architecture, Architectures, Master Data Management, Microstrategy, Requirements Gathering
Education
Southern New Hampshire University 2002 — 2004
Master of Science (MS), Computer Science
Osmania University
Mathematics and Computer Science
TIAA-CREF March 2014 - Present
TIAA-CREF August 2006 - March 2014
Serono 2005 - 2006
Putnam Investments 1999 - 2005
Skills
OBIEE, Data Warehousing, Business Intelligence, Informatica, Oracle, Teradata, Dashboard, Siebel, CRM, BI Publisher, ETL, Data Modeling, Strategy, Data Integration, SDLC, Data Warehouse..., Enterprise Architecture, Architecture, Architectures, Master Data Management, Microstrategy, Requirements Gathering
Education
Southern New Hampshire University 2002 — 2004
Master of Science (MS), Computer Science
Osmania University
Mathematics and Computer Science
Jason Mong's Putnam Investments Experience July 2011 - February 2015
Job Sr. Software Developer at CarGurus
Industry Computer Software
Experience
CarGurus March 2015 - Present
Putnam Investments July 2011 - February 2015
Apollo Group June 2009 - July 2011
Bayern Software March 2009 - March 2010
Cynergy Systems June 2008 - December 2008
Apollo Group August 2006 - June 2008
Skills
Flash, ActionScript, JavaScript, Design Patterns, Flash Builder, Subversion, Flex, MVC, XML, jQuery, JIRA, SOAP, User Experience, User Interface, CSS, HTML, Scrum, Eclipse, Android, HTML 5, Agile Methodologies, OOP, C#, AJAX, Magicians, JSON, Web Applications
Education
Pennsylvania State University-Erie Campus 2001 — 2005
BS, Management & Information Systems
CarGurus March 2015 - Present
Putnam Investments July 2011 - February 2015
Apollo Group June 2009 - July 2011
Bayern Software March 2009 - March 2010
Cynergy Systems June 2008 - December 2008
Apollo Group August 2006 - June 2008
Skills
Flash, ActionScript, JavaScript, Design Patterns, Flash Builder, Subversion, Flex, MVC, XML, jQuery, JIRA, SOAP, User Experience, User Interface, CSS, HTML, Scrum, Eclipse, Android, HTML 5, Agile Methodologies, OOP, C#, AJAX, Magicians, JSON, Web Applications
Education
Pennsylvania State University-Erie Campus 2001 — 2005
BS, Management & Information Systems
Robert Stern's Putnam Investments Experience April 2000 - May 2012
Job Senior Procurement Contracts Manager
Industry Information Technology and Services
Experience
Blue Cross Blue Shield of Massachusetts May 2012 - October 2014
Putnam Investments April 2000 - May 2012
BankBoston 1991 - 2001
Bank Boston 1991 - 2000
Skills
Financial Services, Asset Managment, Investments, Derivatives, Financial Analysis, Risk Management, Financial Risk, Due Diligence, Mergers, Sarbanes-Oxley Act, Financial Reporting, Finance, PeopleSoft, Business Analysis, Accounting, Internal Controls, Process Improvement, Mutual Funds, Pricing, Asset Management, Relationship Management, Vendor Management, Strategic Financial..., Vendor Partnerships, Vendor Contracts, Analysis, Management, Vendor Relationships, Financial Modeling, Vendor Management Skills, Strategy, Portfolio Management, Mergers & Acquisitions, Fixed Income, Equities, Financial Planning
Education
Northeastern University 1975 — 1980
BA, Business
Northeastern University
Bachelor's degree, Finance, General
Blue Cross Blue Shield of Massachusetts May 2012 - October 2014
Putnam Investments April 2000 - May 2012
BankBoston 1991 - 2001
Bank Boston 1991 - 2000
Skills
Financial Services, Asset Managment, Investments, Derivatives, Financial Analysis, Risk Management, Financial Risk, Due Diligence, Mergers, Sarbanes-Oxley Act, Financial Reporting, Finance, PeopleSoft, Business Analysis, Accounting, Internal Controls, Process Improvement, Mutual Funds, Pricing, Asset Management, Relationship Management, Vendor Management, Strategic Financial..., Vendor Partnerships, Vendor Contracts, Analysis, Management, Vendor Relationships, Financial Modeling, Vendor Management Skills, Strategy, Portfolio Management, Mergers & Acquisitions, Fixed Income, Equities, Financial Planning
Education
Northeastern University 1975 — 1980
BA, Business
Northeastern University
Bachelor's degree, Finance, General
Paul Rotell's Putnam Investments Experience June 1999 - Present
Job Vice President at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 1999 - Present
Education
Pace University - Lubin School of Business 1991 — 1993
MBA, Economics / Business Admistration
Putnam Investments June 1999 - Present
Education
Pace University - Lubin School of Business 1991 — 1993
MBA, Economics / Business Admistration
Rosa Alcantara's Putnam Investments Experience May 2015 - Present
Job EFT Specialist
Industry Banking
Experience
Putnam Investments May 2015 - Present
Radius Bank September 2012 - May 2015
* 2004 - February 2012
Admirals Bank 2011 - 2012
Riverbank 2006 - 2011
Lawrence Savings Bank May 2001 - April 2004
Skills
ACH
Education
Northern Essex Community College 2000 — 2002
Putnam Investments May 2015 - Present
Radius Bank September 2012 - May 2015
* 2004 - February 2012
Admirals Bank 2011 - 2012
Riverbank 2006 - 2011
Lawrence Savings Bank May 2001 - April 2004
Skills
ACH
Education
Northern Essex Community College 2000 — 2002
Steve Karnolt's Putnam Investments Experience September 1997 - September 2000
Job Regional Vice President at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US September 2000 - Present
Putnam Investments September 1997 - September 2000
Skills
Investments, Series 7, Mutual Funds, Asset Allocation, 401k, Series 63, Relationship Management, Defined Contribution, New Business Development, Institutional...
Education
Northeastern University 1994 — 1997
BS, Finance & Entrepreneurship
Columbia Threadneedle Investments, US September 2000 - Present
Putnam Investments September 1997 - September 2000
Skills
Investments, Series 7, Mutual Funds, Asset Allocation, 401k, Series 63, Relationship Management, Defined Contribution, New Business Development, Institutional...
Education
Northeastern University 1994 — 1997
BS, Finance & Entrepreneurship
Alana Blakley's Putnam Investments Experience January 2007 - December 2009
Job Triple Star at Ava Anderson Non Toxic
Industry Financial Services
Experience
Ava Anderson Non Toxic August 2014 - Present
Smithfield Public School District April 2011 - Present
Putnam Investments January 2007 - December 2009
Skills
PowerPoint, Microsoft Excel, Financial Services, Microsoft Office, Public Speaking
Education
University of Phoenix 2010 — 2012
Master of Arts (M.A.), Elementary Education and Teaching
Pacific University 1991 — 1996
Bachelor of Arts (BA), Business Administration and Management, General
Ava Anderson Non Toxic August 2014 - Present
Smithfield Public School District April 2011 - Present
Putnam Investments January 2007 - December 2009
Skills
PowerPoint, Microsoft Excel, Financial Services, Microsoft Office, Public Speaking
Education
University of Phoenix 2010 — 2012
Master of Arts (M.A.), Elementary Education and Teaching
Pacific University 1991 — 1996
Bachelor of Arts (BA), Business Administration and Management, General
Nicholas Spalaris's Putnam Investments Experience June 1997 - December 1997
Job New Position
Industry Information Technology and Services
Experience
NextEra Energy Resources July 2015 - Present
NextEra Energy Resources February 2012 - Present
Schafer Corporation March 2009 - February 2012
JPMorgan Chase November 1999 - February 2008
JPMorgan Chase November 1999 - January 2007
Corning Life Sciences March 1998 - September 1999
Putnam Investments June 1997 - December 1997
MCPHS August 1987 - March 1997
Skills
VMware, VoIP, SharePoint, Active Directory, Firewalls, SQL Server, Deltek, MS Office Suite, LAN/WAN, PBX, Project Management, SAN, Remote Access Solutions, VPN, SSL VPN, Microsoft Exchange, Trading Floor Support, Asset Management, Strategic Planning, Client Services, Vendor Management, Financial Management, Personnel Leadership, Client Service, Servers, Hardware, Operating Systems, Switches, Disaster Recovery, Integration, Security, Data Center, IT Service Management, IT Strategy, Documentation, IT Operations, Virtualization, IT Management, Team Building, Business Continuity, Troubleshooting, Team Leadership, DNS, Network Administration, Deployment, Mentoring, Windows Server, Cloud Computing, Problem Solving, Customer Relations
Education
Northeastern University 2000 — 2000
Certificate, Computer Network Services
Tufts University 1981 — 1986
BA, Sociology and Anthropology
NextEra Energy Resources July 2015 - Present
NextEra Energy Resources February 2012 - Present
Schafer Corporation March 2009 - February 2012
JPMorgan Chase November 1999 - February 2008
JPMorgan Chase November 1999 - January 2007
Corning Life Sciences March 1998 - September 1999
Putnam Investments June 1997 - December 1997
MCPHS August 1987 - March 1997
Skills
VMware, VoIP, SharePoint, Active Directory, Firewalls, SQL Server, Deltek, MS Office Suite, LAN/WAN, PBX, Project Management, SAN, Remote Access Solutions, VPN, SSL VPN, Microsoft Exchange, Trading Floor Support, Asset Management, Strategic Planning, Client Services, Vendor Management, Financial Management, Personnel Leadership, Client Service, Servers, Hardware, Operating Systems, Switches, Disaster Recovery, Integration, Security, Data Center, IT Service Management, IT Strategy, Documentation, IT Operations, Virtualization, IT Management, Team Building, Business Continuity, Troubleshooting, Team Leadership, DNS, Network Administration, Deployment, Mentoring, Windows Server, Cloud Computing, Problem Solving, Customer Relations
Education
Northeastern University 2000 — 2000
Certificate, Computer Network Services
Tufts University 1981 — 1986
BA, Sociology and Anthropology
Suchi Kalwala's Putnam Investments Experience March 1999 - June 2005
Job Principal Data Warehouse Architect,PAREXEL
Industry Information Technology and Services
Experience
PAREXEL May 2013 - Present
Fidelity Investments 2005 - March 2013
Putnam Investments March 1999 - June 2005
Skills
Agile Methodologies, SDLC, Software Project..., Oracle, Unix, SQL, Requirements Analysis, Software Development, Enterprise Architecture
Education
Osmania University 1995 — 1997
Master of Computer Applications (MCA)
PAREXEL May 2013 - Present
Fidelity Investments 2005 - March 2013
Putnam Investments March 1999 - June 2005
Skills
Agile Methodologies, SDLC, Software Project..., Oracle, Unix, SQL, Requirements Analysis, Software Development, Enterprise Architecture
Education
Osmania University 1995 — 1997
Master of Computer Applications (MCA)
Tom DeNapoli's Putnam Investments Experience 2000 - 2003
Job President, TRD Consulting, Risk Management Systems Consulting
Industry Financial Services
Experience
Quantitative Trading Group July 2015 - Present
TRD Consulting 1999 - Present
TIAA-CREF 2003 - December 2013
Putnam Investments 2000 - 2003
MSCI Barra June 1998 - December 1999
Redpoint Software January 1997 - June 1998
ISIS Distributed Systems January 1994 - December 1996
Stratus Computer July 1982 - December 1996
Skills
Portfolio Management, Data Warehousing, Credit Risk, Risk Management, Financial Risk, SharePoint, Analytics, Enterprise Risk..., Leadership, ETL, Architectures, Business Analysis, Consulting, Financial Services, Software Engineering
Education
Northeastern University
BSCS, Computer Science, Software Engineering
Quantitative Trading Group July 2015 - Present
TRD Consulting 1999 - Present
TIAA-CREF 2003 - December 2013
Putnam Investments 2000 - 2003
MSCI Barra June 1998 - December 1999
Redpoint Software January 1997 - June 1998
ISIS Distributed Systems January 1994 - December 1996
Stratus Computer July 1982 - December 1996
Skills
Portfolio Management, Data Warehousing, Credit Risk, Risk Management, Financial Risk, SharePoint, Analytics, Enterprise Risk..., Leadership, ETL, Architectures, Business Analysis, Consulting, Financial Services, Software Engineering
Education
Northeastern University
BSCS, Computer Science, Software Engineering
Nicole Pytlak, CFA's Putnam Investments Experience 2001 - 2007
Job Principal, Client Portfolio Director
Industry Investment Management
Experience
Mercer Investment Management September 2010 - Present
PanAgora Asset Management November 2009 - September 2010
PanAgora Asset Management January 2008 - November 2009
Putnam Investments 2001 - 2007
Fidelity Management and Research June 1998 - March 2001
Skills
Asset Allocation, Asset Management, Investments, Relationship Management
Education
Northeastern University 1993 — 1998
Mercer Investment Management September 2010 - Present
PanAgora Asset Management November 2009 - September 2010
PanAgora Asset Management January 2008 - November 2009
Putnam Investments 2001 - 2007
Fidelity Management and Research June 1998 - March 2001
Skills
Asset Allocation, Asset Management, Investments, Relationship Management
Education
Northeastern University 1993 — 1998
Sherrie Holder-Watts's Putnam Investments Experience October 2000 - Present
Job MD, Human Resources Director at Putnam Investments
Industry Financial Services
Experience
Putnam Investments October 2000 - Present
Putnam Investments October 2004 - June 2007
Fidelity Investments June 1994 - February 2000
Putnam Investments August 1986 - June 1994
Education
Northeastern University
Bachelor of Science (BS), Personnel and Industrial Relations
Putnam Investments October 2000 - Present
Putnam Investments October 2004 - June 2007
Fidelity Investments June 1994 - February 2000
Putnam Investments August 1986 - June 1994
Education
Northeastern University
Bachelor of Science (BS), Personnel and Industrial Relations
Aslam Mohammed's Putnam Investments Experience May 1999 - June 2007
Job Lead QA Engineer at OTC Markets Group Inc.
Industry Computer Software
Experience
OTC Markets Group Inc. October 2014 - Present
JPMorgan Chase 2008 - September 2014
Bear Stearns & Co 2007 - 2008
Putnam Investments May 1999 - June 2007
Skills
Trading Systems, SDLC, Quality Assurance, Oracle, Exadata, Sybase, SQL, DB2, Unix, Linux, Agile Methodologies, Requirements Analysis, Software Project..., Enterprise Architecture, Unix Shell Scripting, Perl, User Acceptance Testing, FIX, Market Data, Test Automation, QTP, Application Lifecycle..., Equity Trading, Compliance, OATS, FINRA, Best Execution, SMARTS, Fidessa, Kondor+, Order Management, JIRA, Test Management, Team Track, PVCS, Big Data, Exchange Connectivity, Buy-side, Broker-Dealer, Toad, SilkTest, Mainframe, Minerva, Mercury Test Tools, TIBCO, SSH, FX trading, Futures Trading, HP QTP, Test Planning
Education
Osmania University
Bachelor of Engineering, Computer Science
OTC Markets Group Inc. October 2014 - Present
JPMorgan Chase 2008 - September 2014
Bear Stearns & Co 2007 - 2008
Putnam Investments May 1999 - June 2007
Skills
Trading Systems, SDLC, Quality Assurance, Oracle, Exadata, Sybase, SQL, DB2, Unix, Linux, Agile Methodologies, Requirements Analysis, Software Project..., Enterprise Architecture, Unix Shell Scripting, Perl, User Acceptance Testing, FIX, Market Data, Test Automation, QTP, Application Lifecycle..., Equity Trading, Compliance, OATS, FINRA, Best Execution, SMARTS, Fidessa, Kondor+, Order Management, JIRA, Test Management, Team Track, PVCS, Big Data, Exchange Connectivity, Buy-side, Broker-Dealer, Toad, SilkTest, Mainframe, Minerva, Mercury Test Tools, TIBCO, SSH, FX trading, Futures Trading, HP QTP, Test Planning
Education
Osmania University
Bachelor of Engineering, Computer Science
Nicholas Stanojev's Putnam Investments Experience June 1987 - October 2006
Job Managing Director at BNY Mellon Asset Management
Industry Investment Management
Experience
BNY Mellon Asset Management 2010 - Present
State Street Global Advisors, SSgA November 2006 - February 2010
Putnam Investments June 1987 - October 2006
Skills
Alternative Investments, Hedge Funds, Fixed Income, Asset Managment, Investments, Mutual Funds, Equities, Institutional..., CRM, Financial Services, Marketing Strategy, Leadership, Institutional, Management, Series 7, Sales, Series 63, Asset Allocation, Investment Management
Education
Penn State University 1975 — 1980
Business, Marketing/Finance
Upper Dublin High School 1970 — 1975
NA
BNY Mellon Asset Management 2010 - Present
State Street Global Advisors, SSgA November 2006 - February 2010
Putnam Investments June 1987 - October 2006
Skills
Alternative Investments, Hedge Funds, Fixed Income, Asset Managment, Investments, Mutual Funds, Equities, Institutional..., CRM, Financial Services, Marketing Strategy, Leadership, Institutional, Management, Series 7, Sales, Series 63, Asset Allocation, Investment Management
Education
Penn State University 1975 — 1980
Business, Marketing/Finance
Upper Dublin High School 1970 — 1975
NA
Marjorie Gaudette's Putnam Investments Experience September 1989 - June 2008
Job Assistant Vice President, Retirement Solutions Group
Industry Financial Services
Experience
Empower Retirement June 2008 - Present
Putnam Investments September 1989 - June 2008
Skills
Retirement, Insurance, Investments, Employee Benefits, Project Management, Program Management, Series 63, Mutual Funds, 401k, Retirement Planning, Series 7, Series 6, Financial Services, 401k Rollovers, Asset Allocation, Pensions, Defined Benefit, Life Insurance
Education
Northeastern University 1990 — 1995
MBA
State University of New York College at Oswego 1985 — 1989
BA, Communications
Empower Retirement June 2008 - Present
Putnam Investments September 1989 - June 2008
Skills
Retirement, Insurance, Investments, Employee Benefits, Project Management, Program Management, Series 63, Mutual Funds, 401k, Retirement Planning, Series 7, Series 6, Financial Services, 401k Rollovers, Asset Allocation, Pensions, Defined Benefit, Life Insurance
Education
Northeastern University 1990 — 1995
MBA
State University of New York College at Oswego 1985 — 1989
BA, Communications
Chuck Nugent's Putnam Investments Experience June 1999 - January 2006
Job Program Manager at Mercer
Industry Human Resources
Experience
Mercer January 2006 - Present
Putnam Investments June 1999 - January 2006
Putnam Investments August 1993 - June 1999
Computer Sciences Corporation January 1990 - August 1993
General Dynamics July 1985 - January 1990
General Dynamics July 1982 - July 1985
Skills
Business Intelligence, Siebel, Contact Centers, Call Centers, SQL, Call Center, Databases, CRM, Visio, SDLC, Vendor Management
Education
Penn State University 1978 — 1982
BS, Computer Science
Mercer January 2006 - Present
Putnam Investments June 1999 - January 2006
Putnam Investments August 1993 - June 1999
Computer Sciences Corporation January 1990 - August 1993
General Dynamics July 1985 - January 1990
General Dynamics July 1982 - July 1985
Skills
Business Intelligence, Siebel, Contact Centers, Call Centers, SQL, Call Center, Databases, CRM, Visio, SDLC, Vendor Management
Education
Penn State University 1978 — 1982
BS, Computer Science
Praveen Yallakara's Putnam Investments Experience November 2007 - October 2008
Job Manager at Capgemini
Industry Information Technology and Services
Experience
Consumers Energy March 2013 - Present
Capgemini US LLC September 2010 - Present
OfficeMax May 2010 - February 2011
Cricket Communications March 2009 - May 2010
Putnam Investments November 2007 - October 2008
Infosys Technologies Ltd November 2003 - September 2007
Skills
TIBCO, webmethods, SOA, EAI, Solution Design, Software Project..., Enterprise Integration, Integration Architecture, Solution Architecture, Oracle E-Business Suite, XML, Oracle Applications, webMethods, Web Services, ERP, Integration, Middleware, Enterprise Architecture, Java Enterprise Edition
Education
Osmania University
Bachelor of Engineering, Mechanical Engineering
Consumers Energy March 2013 - Present
Capgemini US LLC September 2010 - Present
OfficeMax May 2010 - February 2011
Cricket Communications March 2009 - May 2010
Putnam Investments November 2007 - October 2008
Infosys Technologies Ltd November 2003 - September 2007
Skills
TIBCO, webmethods, SOA, EAI, Solution Design, Software Project..., Enterprise Integration, Integration Architecture, Solution Architecture, Oracle E-Business Suite, XML, Oracle Applications, webMethods, Web Services, ERP, Integration, Middleware, Enterprise Architecture, Java Enterprise Edition
Education
Osmania University
Bachelor of Engineering, Mechanical Engineering
Lindsey Schrode's Putnam Investments Experience October 1999 - November 2007
Job System Analyst at Capella Education Company
Industry E-Learning
Experience
Capella Education Company November 2013 - Present
Capella Education Company July 2012 - November 2013
Capella Education Company September 2010 - July 2012
Putnam Investments October 1999 - November 2007
Skills
Business Analysis, Mutual Funds, CRM, Microsoft Office, Microsoft Excel, SQL, PeopleSoft, P/1, FM/2, MFE, MLC, Analysis, Higher Education
Education
Northeastern University 2001 — 2005
BSBA, Marketing and Management
Capella Education Company November 2013 - Present
Capella Education Company July 2012 - November 2013
Capella Education Company September 2010 - July 2012
Putnam Investments October 1999 - November 2007
Skills
Business Analysis, Mutual Funds, CRM, Microsoft Office, Microsoft Excel, SQL, PeopleSoft, P/1, FM/2, MFE, MLC, Analysis, Higher Education
Education
Northeastern University 2001 — 2005
BSBA, Marketing and Management
Peter Tufts, CIMA®'s Putnam Investments Experience January 1991 - June 1997
Job Managing Director, Head of National Accounts
Industry Financial Services
Experience
Victory Capital May 2008 - Present
DWS Investments September 2002 - May 2008
Columbia Management June 1997 - September 2002
Putnam Investments January 1991 - June 1997
Skills
Equities, Investments, Bloomberg, ETFs, Retirement Planning, Alternative Investments, Investment Strategies, Wealth Management, Investment Management, Retirement, Separately Managed..., 401k, Financial Advisory, Institutional, Securities, Relationship Management
Education
Northeastern University 1994 — 2002
BSBA, Finance
Victory Capital May 2008 - Present
DWS Investments September 2002 - May 2008
Columbia Management June 1997 - September 2002
Putnam Investments January 1991 - June 1997
Skills
Equities, Investments, Bloomberg, ETFs, Retirement Planning, Alternative Investments, Investment Strategies, Wealth Management, Investment Management, Retirement, Separately Managed..., 401k, Financial Advisory, Institutional, Securities, Relationship Management
Education
Northeastern University 1994 — 2002
BSBA, Finance
Michael LaCorte's Putnam Investments Experience October 2005 - May 2006
Job Investment Performance Client Officer
Industry Financial Services
Experience
State Street August 2012 - Present
State Street March 2010 - August 2012
State Street April 2008 - March 2010
Investors Bank & Trust August 2006 - April 2008
Putnam Investments October 2005 - May 2006
Skills
Fund Accounting, Bloomberg, Mutual Funds, Corporate Actions, Alternative Investments, Securities, Equities, Fixed Income, Investments, Hedge Funds, Bloomberg Terminal, Derivatives, Asset Managment, Financial Services, Portfolio Management, Financial Risk, Fund Administration, Banking, Asset Management
Education
Northeastern University 2012 — 2014
MBA, Investments and Securities
University of Massachusetts at Lowell 2002 — 2006
Bachelor's of Science, Business Administration; of Finance and Management
State Street August 2012 - Present
State Street March 2010 - August 2012
State Street April 2008 - March 2010
Investors Bank & Trust August 2006 - April 2008
Putnam Investments October 2005 - May 2006
Skills
Fund Accounting, Bloomberg, Mutual Funds, Corporate Actions, Alternative Investments, Securities, Equities, Fixed Income, Investments, Hedge Funds, Bloomberg Terminal, Derivatives, Asset Managment, Financial Services, Portfolio Management, Financial Risk, Fund Administration, Banking, Asset Management
Education
Northeastern University 2012 — 2014
MBA, Investments and Securities
University of Massachusetts at Lowell 2002 — 2006
Bachelor's of Science, Business Administration; of Finance and Management
Nicolo D'Angelo Jr's Putnam Investments Experience January 2007 - Present
Job Network Operations Analyst
Industry Information Technology and Services
Experience
Putnam Investments January 2007 - Present
Putnam Investments January 2007 - Present
Putnam Investments January 2007 - Present
Navisite Inc November 2003 - September 2006
Navisite 2003 - 2006
GTEI / Genuity / Level III February 1999 - September 2003
Genuity 1998 - 2003
Skills
Data Center, Vendor Management, Cisco Technologies, DHCP, SDLC, Telecommunications, Routers, Troubleshooting, Management, Disaster Recovery, Switches, Network Security, Access, BGP, Visio, VMware, Servers, Software Installation, Windows, VPN, Unix, Networking, Databases, Business Analysis, Change Management, IT Operations, Technical Support, Network Administration, Computer Network..., Security
Education
Northeastern University 1983 — 1986
Business Administration
Northeastern University 1983 — 1985
Business Administration
Malden High School 1980 — 1983
yes, Business Administration
Malden High School 1980 — 1983
Diploma
Putnam Investments January 2007 - Present
Putnam Investments January 2007 - Present
Putnam Investments January 2007 - Present
Navisite Inc November 2003 - September 2006
Navisite 2003 - 2006
GTEI / Genuity / Level III February 1999 - September 2003
Genuity 1998 - 2003
Skills
Data Center, Vendor Management, Cisco Technologies, DHCP, SDLC, Telecommunications, Routers, Troubleshooting, Management, Disaster Recovery, Switches, Network Security, Access, BGP, Visio, VMware, Servers, Software Installation, Windows, VPN, Unix, Networking, Databases, Business Analysis, Change Management, IT Operations, Technical Support, Network Administration, Computer Network..., Security
Education
Northeastern University 1983 — 1986
Business Administration
Northeastern University 1983 — 1985
Business Administration
Malden High School 1980 — 1983
yes, Business Administration
Malden High School 1980 — 1983
Diploma
Maria Dimakis's Putnam Investments Experience April 2008 - Present
Job AWD Administrator at Putnam Investments
Industry Financial Services
Experience
Putnam Investments April 2008 - Present
Putnam Investments July 2005 - April 2008
Putnam Investments January 1999 - July 2005
Skills
Mutual Funds, Call Center, Lotus Notes, Access, Financial Services, Process Improvement, Workforce Management, AWD Systems
Education
Northeastern University 1993 — 1995
Business
Haverhill High School 1989 — 1993
High School
Putnam Investments April 2008 - Present
Putnam Investments July 2005 - April 2008
Putnam Investments January 1999 - July 2005
Skills
Mutual Funds, Call Center, Lotus Notes, Access, Financial Services, Process Improvement, Workforce Management, AWD Systems
Education
Northeastern University 1993 — 1995
Business
Haverhill High School 1989 — 1993
High School
Thomas Goggins's Putnam Investments Experience 1993 - 1995
Job Investment Professional
Industry Investment Management
Experience
Manulife Asset Management 2009 - Present
Fontana Capital 2005 - 2009
SAC Capital Advisors 2004 - 2005
John Hancock Advisors 1998 - 2003
John Hancock Advisors 1995 - 1997
Putnam Investments 1993 - 1995
Transamerica Investments 1989 - 1993
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Accounting
University of Wisconsin-Madison
BBA, Finance
Manulife Asset Management 2009 - Present
Fontana Capital 2005 - 2009
SAC Capital Advisors 2004 - 2005
John Hancock Advisors 1998 - 2003
John Hancock Advisors 1995 - 1997
Putnam Investments 1993 - 1995
Transamerica Investments 1989 - 1993
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Accounting
University of Wisconsin-Madison
BBA, Finance
Kathryn Doty's Putnam Investments Experience March 1998 - July 2001
Job Consumer Services Professional
Industry Consumer Services
Experience
AAA Merrimack Valley April 2005 - January 2009
AAA Merrimack Valley August 2003 - April 2005
L-com July 2002 - October 2002
Cerida March 2002 - July 2002
Putnam Investments March 1998 - July 2001
Skills
Management, CRM, Customer Service, Invoicing, Call Centers, Sales, Microsoft Excel, Customer Satisfaction, Team Building, Account Management
Education
Northern Essex Community College 1992 — 1993
Business with focus on Customer Service and Management
AAA Merrimack Valley April 2005 - January 2009
AAA Merrimack Valley August 2003 - April 2005
L-com July 2002 - October 2002
Cerida March 2002 - July 2002
Putnam Investments March 1998 - July 2001
Skills
Management, CRM, Customer Service, Invoicing, Call Centers, Sales, Microsoft Excel, Customer Satisfaction, Team Building, Account Management
Education
Northern Essex Community College 1992 — 1993
Business with focus on Customer Service and Management
Rachael Cesati's Putnam Investments Experience November 2003 - February 2009
Job Senior Sales Assistant
Industry Executive Office
Experience
Putnam Investments November 2003 - February 2009
Simon Property Group January 2001 - October 2003
Education
Westfield State University
Bachelors of Science, Criminal Justice
Northern Essex Community College 2009 — 2009
Certificate, Computer Applications
Northern Essex Community College 1997 — 1999
Associates, Criminal Justice
Putnam Investments November 2003 - February 2009
Simon Property Group January 2001 - October 2003
Education
Westfield State University
Bachelors of Science, Criminal Justice
Northern Essex Community College 2009 — 2009
Certificate, Computer Applications
Northern Essex Community College 1997 — 1999
Associates, Criminal Justice
Lee Miller-Hartnett's Putnam Investments Experience February 1987 - February 2009
Job IT Project Manager and Analyst
Industry Information Technology and Services
Experience
Putnam Investments February 1987 - February 2009
Honeywell Information Systems 1983 - 1986
Skills
Vendor Management
Education
Grumman Data Institute
Ceritificate of Data Processing, Computer Science
Northern Illinois University
MSED, History, Education
Valparaiso University
BA, History, Political Science
Putnam Investments February 1987 - February 2009
Honeywell Information Systems 1983 - 1986
Skills
Vendor Management
Education
Grumman Data Institute
Ceritificate of Data Processing, Computer Science
Northern Illinois University
MSED, History, Education
Valparaiso University
BA, History, Political Science
Deepak Pericherla's Putnam Investments Experience 2007 - Present
Job Program Manager at GE Intelligent Platforms
Industry Information Technology and Services
Experience
GE Intelligent Platforms October 2011 - Present
Putnam Investments 2007 - Present
Wipro Technologies April 2000 - October 2011
Skills
Program Management, Software Project..., Project Management, Strategy, IT Management, Management, CRM, Project Planning, Business Development, Leadership, Data Analytics, Team Management, IT Strategy, Vendor Management, Requirements Analysis, Python, SDLC, Data Science, Technical Project...
Education
Osmania University 1996 — 1999
MCA, Computer Science
GE Intelligent Platforms October 2011 - Present
Putnam Investments 2007 - Present
Wipro Technologies April 2000 - October 2011
Skills
Program Management, Software Project..., Project Management, Strategy, IT Management, Management, CRM, Project Planning, Business Development, Leadership, Data Analytics, Team Management, IT Strategy, Vendor Management, Requirements Analysis, Python, SDLC, Data Science, Technical Project...
Education
Osmania University 1996 — 1999
MCA, Computer Science
Mary Ledwell's Putnam Investments Experience 1987 - 2005
Job Business Systems Analyst at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance August 2013 - Present
Liberty Mutual Insurance September 2011 - August 2013
New York Life February 2010 - September 2011
Mercer 2005 - 2009
Putnam Investments 1987 - 2005
Skills
401k, Employee Benefits, Pensions, Retirement, Deferred Compensation, Relationship Management, Risk Management, Mutual Funds, Insurance, Investments, Vendor Management, Strategic Financial..., Business Analysis, Retirement Planning, Securities, Management, Financial Services
Education
Northeastern University
Business Management
University of Massachusetts Boston
Business Management
Liberty Mutual Insurance August 2013 - Present
Liberty Mutual Insurance September 2011 - August 2013
New York Life February 2010 - September 2011
Mercer 2005 - 2009
Putnam Investments 1987 - 2005
Skills
401k, Employee Benefits, Pensions, Retirement, Deferred Compensation, Relationship Management, Risk Management, Mutual Funds, Insurance, Investments, Vendor Management, Strategic Financial..., Business Analysis, Retirement Planning, Securities, Management, Financial Services
Education
Northeastern University
Business Management
University of Massachusetts Boston
Business Management
Ryan Brodsky's Putnam Investments Experience August 2006 - February 2008
Job Experienced Trade Support & Training Professional
Industry Financial Services
Experience
Omgeo March 2008 - Present
Omgeo March 2008 - Present
Omgeo March 2008 - Present
Putnam Investments August 2006 - February 2008
Putnam Investments August 2006 - February 2008
Skills
Business Analysis, Fixed Income, Management, Analysis, Equities, Integration, Product Management, Requirements Analysis, Software Development, Training, Troubleshooting, Access, Product Development
Education
Northeastern University 1992 — 1997
BS, Political Science
Omgeo March 2008 - Present
Omgeo March 2008 - Present
Omgeo March 2008 - Present
Putnam Investments August 2006 - February 2008
Putnam Investments August 2006 - February 2008
Skills
Business Analysis, Fixed Income, Management, Analysis, Equities, Integration, Product Management, Requirements Analysis, Software Development, Training, Troubleshooting, Access, Product Development
Education
Northeastern University 1992 — 1997
BS, Political Science
Edward Qian's Putnam Investments Experience February 1998 - June 2004
Job CIO and Head of Research, Multi Asset, PanAgora
Industry Investment Management
Experience
PanAgora Asset Management May 2007 - Present
PanAgora Asset Management January 2005 - Present
2100 Capital Group July 2004 - December 2004
Putnam Investments February 1998 - June 2004
Back Bay Advisors October 1996 - December 1998
MIT August 1994 - July 1996
Skills
Quantitative Finance, Portfolio Optimization, Hedge Funds, Quantitative Analytics, Fixed Income, Asset Allocation, Derivatives, Equities, Bloomberg, Portfolio Management, Asset Management, Equity Research, Financial Modeling, Creator of Risk Parity
Education
FSU 1986 — 1993
PhD
National Science Academy of China 1983 — 1986
Master's degree
Peking University 1979 — 1983
Bachelor's degree
PanAgora Asset Management May 2007 - Present
PanAgora Asset Management January 2005 - Present
2100 Capital Group July 2004 - December 2004
Putnam Investments February 1998 - June 2004
Back Bay Advisors October 1996 - December 1998
MIT August 1994 - July 1996
Skills
Quantitative Finance, Portfolio Optimization, Hedge Funds, Quantitative Analytics, Fixed Income, Asset Allocation, Derivatives, Equities, Bloomberg, Portfolio Management, Asset Management, Equity Research, Financial Modeling, Creator of Risk Parity
Education
FSU 1986 — 1993
PhD
National Science Academy of China 1983 — 1986
Master's degree
Peking University 1979 — 1983
Bachelor's degree
Richard McBain's Putnam Investments Experience June 1993 - May 2000
Job Director at Deutsche Asset Management
Industry Investment Management
Experience
Deutsche Asset Management February 2013 - Present
Deutsche Asset Management February 2007 - February 2013
Deutsche Asset Management February 2003 - February 2007
Zurich Scudder Investments May 2000 - February 2003
Putnam Investments June 1993 - May 2000
Skills
Mutual Funds, Municipal, Bonds, Credit, Research, High Yield, Municipalities, Money Market, Fixed Income, Funding, Securities
Education
Northeastern University 1998 — 2002
MBA, Finance
University of New Hampshire 1992 — 1996
BA, Political Science
Malden Catholic High School 1988 — 1992
Deutsche Asset Management February 2013 - Present
Deutsche Asset Management February 2007 - February 2013
Deutsche Asset Management February 2003 - February 2007
Zurich Scudder Investments May 2000 - February 2003
Putnam Investments June 1993 - May 2000
Skills
Mutual Funds, Municipal, Bonds, Credit, Research, High Yield, Municipalities, Money Market, Fixed Income, Funding, Securities
Education
Northeastern University 1998 — 2002
MBA, Finance
University of New Hampshire 1992 — 1996
BA, Political Science
Malden Catholic High School 1988 — 1992
Michael Terrazzano's Putnam Investments Experience February 2013 - Present
Job Putnam Investments
Industry Information Services
Experience
Putnam Investments February 2013 - Present
Skills
Financial Modeling, Bloomberg
Education
Northeastern University 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General, 3.6
Putnam Investments February 2013 - Present
Skills
Financial Modeling, Bloomberg
Education
Northeastern University 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General, 3.6
Nicholas Hatzis's Putnam Investments Experience May 2013 - Present
Job Data Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments May 2013 - Present
MFS Investment Management July 2012 - April 2013
Putnam Investments January 2011 - June 2011
Cengage Learning January 2010 - June 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Financial Analysis, Public Speaking, Research, Access, SQL, Eagle PACE
Education
Northeastern University 2008 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Putnam Investments May 2013 - Present
MFS Investment Management July 2012 - April 2013
Putnam Investments January 2011 - June 2011
Cengage Learning January 2010 - June 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Financial Analysis, Public Speaking, Research, Access, SQL, Eagle PACE
Education
Northeastern University 2008 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Phil Standley's Putnam Investments Experience 1996 - 1997
Job QUALITY MANAGER / SALES
Industry Machinery
Experience
Standley Bros. Machine Co., Inc. July 2002 - Present
Tree Top USA January 2001 - 2002
Gallery Development October 1999 - December 2000
John Hancock Financial Services 1997 - 1998
Putnam Investments 1996 - 1997
Skills
Product Development, Contract Negotiation, Sales, Manufacturing, Customer Service, New Business Development, Project Management, Process Improvement, Business Development
Education
Northeastern University 1994 — 1999
Bachelor's Degree, FINANCE & MGMT
MHS
Standley Bros. Machine Co., Inc. July 2002 - Present
Tree Top USA January 2001 - 2002
Gallery Development October 1999 - December 2000
John Hancock Financial Services 1997 - 1998
Putnam Investments 1996 - 1997
Skills
Product Development, Contract Negotiation, Sales, Manufacturing, Customer Service, New Business Development, Project Management, Process Improvement, Business Development
Education
Northeastern University 1994 — 1999
Bachelor's Degree, FINANCE & MGMT
MHS
Steve Hotchkiss's Putnam Investments Experience June 1997 - January 2000
Job Senior Vice President, Information Technology, at State Street
Industry Financial Services
Experience
State Street February 2000 - Present
Putnam Investments June 1997 - January 2000
Goldman Sachs February 1989 - June 1997
Andersen Consulting August 1983 - June 1987
Skills
CRM, Asset Managment, IT Management, IT Strategy, Trading Systems, Strategy, Project Portfolio..., Software Development, Disaster Recovery, Management, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1988 — 1989
MM, Finance, Management
University of Pennsylvania - The Wharton School 1979 — 1983
BS, Accounting, Economics
State Street February 2000 - Present
Putnam Investments June 1997 - January 2000
Goldman Sachs February 1989 - June 1997
Andersen Consulting August 1983 - June 1987
Skills
CRM, Asset Managment, IT Management, IT Strategy, Trading Systems, Strategy, Project Portfolio..., Software Development, Disaster Recovery, Management, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1988 — 1989
MM, Finance, Management
University of Pennsylvania - The Wharton School 1979 — 1983
BS, Accounting, Economics
Michelle Leffler's Putnam Investments Experience 1988 - 1994
Job Regulated Investment Companies
Industry Accounting
Experience
EY September 2013 - Present
Deloitte Tax LLP April 2008 - September 2013
JPMorgan Chase 1994 - 2008
Putnam Investments 1988 - 1994
Skills
Tax, Tax Accounting, Regulated Investment...
Education
Northeastern University
Bachelors, Accounting
Suffolk University - Sawyer Business School
MST, Taxation
EY September 2013 - Present
Deloitte Tax LLP April 2008 - September 2013
JPMorgan Chase 1994 - 2008
Putnam Investments 1988 - 1994
Skills
Tax, Tax Accounting, Regulated Investment...
Education
Northeastern University
Bachelors, Accounting
Suffolk University - Sawyer Business School
MST, Taxation
Dinesh Tahiliani's Putnam Investments Experience August 2009 - June 2013
Job Senior Consultant UNIX Shell Scripting (BASH/KSH)|Oracle SQL/PL&SQL|Autosys 4.5|ITRS(GENEOS)
Industry Information Technology and Services
Experience
Citi January 2015 - Present
Deustche Bank August 2014 - December 2014
Credit Suisse June 2013 - August 2014
Putnam Investments August 2009 - June 2013
Nomura Securities October 2006 - July 2009
Skills
Unix Shell Scripting, SQL, Autosys, Incident Management, Problem Management, IT Service Management, Service Delivery, Manage Client..., ITIL Process, Perl Script, Troubleshooting, Requirements Analysis, Control M, Sybase, Unix, PL/SQL, Requirements Gathering, Databases, SDLC, Oracle, Client Services, Data Warehousing, Testing
Education
University of Pune 2004 — 2006
MCM, Computer Science
Padmashree Dr D. Y. Patil Vidyapeeth 2001 — 2004
Bachelors, Microbiology
Citi January 2015 - Present
Deustche Bank August 2014 - December 2014
Credit Suisse June 2013 - August 2014
Putnam Investments August 2009 - June 2013
Nomura Securities October 2006 - July 2009
Skills
Unix Shell Scripting, SQL, Autosys, Incident Management, Problem Management, IT Service Management, Service Delivery, Manage Client..., ITIL Process, Perl Script, Troubleshooting, Requirements Analysis, Control M, Sybase, Unix, PL/SQL, Requirements Gathering, Databases, SDLC, Oracle, Client Services, Data Warehousing, Testing
Education
University of Pune 2004 — 2006
MCM, Computer Science
Padmashree Dr D. Y. Patil Vidyapeeth 2001 — 2004
Bachelors, Microbiology
Marie Gay's Putnam Investments Experience January 1997 - April 1997
Job Stock Options Trader at SelfEmployed
Industry Information Technology and Services
Experience
Self-Employed January 2011 - Present
Workscape Inc; May 2006 - February 2009
Genzyme BioSurgery May 2000 - December 2003
Youville Lifecare Inc; June 1997 - December 1999
Putnam Investments January 1997 - April 1997
Education
Northeastern University 1986 — 1991
BSEE, Electrical Engineering
Self-Employed January 2011 - Present
Workscape Inc; May 2006 - February 2009
Genzyme BioSurgery May 2000 - December 2003
Youville Lifecare Inc; June 1997 - December 1999
Putnam Investments January 1997 - April 1997
Education
Northeastern University 1986 — 1991
BSEE, Electrical Engineering
Kristine McManus's Putnam Investments Experience November 1985 - May 1990
Job Chief Business Development Officer at Commonwealth FinancialPractice Management, Revenue Growth, Consulting, Marketing
Industry Financial Services
Experience
Commonwealth Financial Network April 2014 - Present
Leadership Roles 2014 - Present
McManus Consulting November 2010 - Present
John Hancock Funds 1996 - 2010
Fidelity Investments 1990 - 1996
Putnam Investments November 1985 - May 1990
Skills
Marketing, Business Development, Mutual Funds, Training, Wealth Management, Financial Services, Program Management, Event Management, Sales Management, Alternative Investments, Series 63, Asset Allocation, Series 7, Retirement Planning, Financial Advisory, Retirement, Public Speaking, Investments, Asset Management, Relationship Management, Coaching, Finance, Market Planning
Education
Harvard, Kennedy School of Executive Education
Investment Decisions and Behavioral Finance: Identifying and Capitalizing on Irrational Practices
College for Financial Planning
Undertook course work to obtain Chartered Retirement Planning Counselor Designation
Wharton/Securities Industry Association 2004 — 2006
John Hancock/Babson Executive Leadership Program
Trinity College, Dublin 1987 — 1988
Read Irish Literature and Business
Penn State University 1983 — 1985
M.A., Creative Writing and English
Adelphi University 1978 — 1982
Bachelor of Fine Arts, Double major, English and Theater
Commonwealth Financial Network April 2014 - Present
Leadership Roles 2014 - Present
McManus Consulting November 2010 - Present
John Hancock Funds 1996 - 2010
Fidelity Investments 1990 - 1996
Putnam Investments November 1985 - May 1990
Skills
Marketing, Business Development, Mutual Funds, Training, Wealth Management, Financial Services, Program Management, Event Management, Sales Management, Alternative Investments, Series 63, Asset Allocation, Series 7, Retirement Planning, Financial Advisory, Retirement, Public Speaking, Investments, Asset Management, Relationship Management, Coaching, Finance, Market Planning
Education
Harvard, Kennedy School of Executive Education
Investment Decisions and Behavioral Finance: Identifying and Capitalizing on Irrational Practices
College for Financial Planning
Undertook course work to obtain Chartered Retirement Planning Counselor Designation
Wharton/Securities Industry Association 2004 — 2006
John Hancock/Babson Executive Leadership Program
Trinity College, Dublin 1987 — 1988
Read Irish Literature and Business
Penn State University 1983 — 1985
M.A., Creative Writing and English
Adelphi University 1978 — 1982
Bachelor of Fine Arts, Double major, English and Theater
Lynne Morlock's Putnam Investments Experience July 1995 - May 1999
Job Process/Project Coordinator at Faith Community Church
Industry Computer Software
Experience
Faith Community Church January 2013 - Present
Faith Community Church January 2012 - January 2013
Putnam Investments July 1995 - May 1999
Cahner's Publishing April 1994 - June 1995
Accenture January 1990 - April 1994
Skills
MS Project, Project Planning
Education
Penn State University 1986 — 1990
BS, Business Logistics
Faith Community Church January 2013 - Present
Faith Community Church January 2012 - January 2013
Putnam Investments July 1995 - May 1999
Cahner's Publishing April 1994 - June 1995
Accenture January 1990 - April 1994
Skills
MS Project, Project Planning
Education
Penn State University 1986 — 1990
BS, Business Logistics
Kalyan Upadhyaya's Putnam Investments Experience January 2014 - Present
Job Consulting Senior Software Engineer at Putnam Investments
Industry Information Technology and Services
Experience
Putnam Investments January 2014 - Present
Randstad/Sapphire Technologies US December 2006 - Present
Horton Technical Associates Inc. August 2003 - November 2006
Chambal Fertilisers and Chemicals Limited 1996 - 1999
Skills
Java, Web Services, XML, Agile Methodologies, Java Enterprise Edition, Spring, JSP, JavaScript, JMS, Tomcat, GWT, J2EE, Hibernate, Servlets, JPA, Maven, jQuery, Dojo, EJB3, Swing, OOAD, SQL, Spring Batch, JSON, AJAX, HTML, CSS, JUnit, DBUnit, Ant, Oracle, PL/SQL, Agile, JBoss, HL7, C
Education
The University of Texas at El Paso 2000 — 2003
Master of Science, Computer Science
Pandit Ravishankar Shukla University 1992 — 1996
Bachelor of Engineering, Mechanical Engineering
Putnam Investments January 2014 - Present
Randstad/Sapphire Technologies US December 2006 - Present
Horton Technical Associates Inc. August 2003 - November 2006
Chambal Fertilisers and Chemicals Limited 1996 - 1999
Skills
Java, Web Services, XML, Agile Methodologies, Java Enterprise Edition, Spring, JSP, JavaScript, JMS, Tomcat, GWT, J2EE, Hibernate, Servlets, JPA, Maven, jQuery, Dojo, EJB3, Swing, OOAD, SQL, Spring Batch, JSON, AJAX, HTML, CSS, JUnit, DBUnit, Ant, Oracle, PL/SQL, Agile, JBoss, HL7, C
Education
The University of Texas at El Paso 2000 — 2003
Master of Science, Computer Science
Pandit Ravishankar Shukla University 1992 — 1996
Bachelor of Engineering, Mechanical Engineering
Annette Figueroa's Putnam Investments Experience December 1996 - June 2002
Job Voter Services Coordinator at Polk County Supervisor of Elections
Industry Political Organization
Experience
Polk County Supervisor of Elections July 2013 - Present
Bartow Dixie Baseball 2013 - 2015
Bartow Dixie Baseball 2013 - 2015
Polk County Supervisor of Elections July 2002 - July 2013
Putnam Investments December 1996 - June 2002
Sr. Rafael Diaz Diaz August 1991 - July 1993
Skills
Event Planning, Spanish, Public Speaking, Elections, Management, Policy, Training, Government, Policy Analysis, Democratization, Marketing, Microsoft Office, Public Policy, Research, Election Law, Social Media, Political Science, Voting Systems, Public Administration, Redistricting, Fundraising
Education
Putnam Investment 1996 — 1997
Sr. Quality Administrator for DDMSS & BIF
Lare Training Center 1996 — 1996
Office / Computer Skills
Northern Essex Community College 1993 — 1996
Liberal Arts / ESL
Manuela Toro Morice Commercial High School 1989 — 1992
Secretary, Secretary
Polk County Supervisor of Elections July 2013 - Present
Bartow Dixie Baseball 2013 - 2015
Bartow Dixie Baseball 2013 - 2015
Polk County Supervisor of Elections July 2002 - July 2013
Putnam Investments December 1996 - June 2002
Sr. Rafael Diaz Diaz August 1991 - July 1993
Skills
Event Planning, Spanish, Public Speaking, Elections, Management, Policy, Training, Government, Policy Analysis, Democratization, Marketing, Microsoft Office, Public Policy, Research, Election Law, Social Media, Political Science, Voting Systems, Public Administration, Redistricting, Fundraising
Education
Putnam Investment 1996 — 1997
Sr. Quality Administrator for DDMSS & BIF
Lare Training Center 1996 — 1996
Office / Computer Skills
Northern Essex Community College 1993 — 1996
Liberal Arts / ESL
Manuela Toro Morice Commercial High School 1989 — 1992
Secretary, Secretary
Matt Bogaczyk's Putnam Investments Experience October 1997 - June 2007
Job Owner at Granite State Gymnastics
Industry Health, Wellness and Fitness
Experience
Granite State Gymnastics July 2007 - Present
Putnam Investments October 1997 - June 2007
Putnam 1997 - 2007
Skills
Advertising, Holistic Health, Fitness, Coaching, Social Media, Customer Service, Personal Training, Public Relations, Nutrition, Public Speaking, Wellness, Social Media Marketing
Education
Norwich University 1985 — 1989
Business Administration and Management, General
Granite State Gymnastics July 2007 - Present
Putnam Investments October 1997 - June 2007
Putnam 1997 - 2007
Skills
Advertising, Holistic Health, Fitness, Coaching, Social Media, Customer Service, Personal Training, Public Relations, Nutrition, Public Speaking, Wellness, Social Media Marketing
Education
Norwich University 1985 — 1989
Business Administration and Management, General
Loryn Sparrow's Putnam Investments Experience December 1997 - October 2000
Job at
Industry Financial Services
Experience
State Street January 2015 - Present
State Street Bank June 2012 - Present
State Street Bank August 2005 - Present
State Street Bank March 2009 - June 2012
Citistreet / SSGA October 2000 - August 2005
Putnam Investments December 1997 - October 2000
Skills
Internal Controls, Financial Services, Securities, Software Documentation, SDLC, Auditing, CRM, Management, Account Reconciliation, Risk Management, Microsoft Office, Customer Service, Banking, Financial Risk, Microsoft Excel, Process Improvement, Leadership, Business Analysis, Investments, Asset Management, Trading
Education
Northeastern University 1992 — 1995
State Street January 2015 - Present
State Street Bank June 2012 - Present
State Street Bank August 2005 - Present
State Street Bank March 2009 - June 2012
Citistreet / SSGA October 2000 - August 2005
Putnam Investments December 1997 - October 2000
Skills
Internal Controls, Financial Services, Securities, Software Documentation, SDLC, Auditing, CRM, Management, Account Reconciliation, Risk Management, Microsoft Office, Customer Service, Banking, Financial Risk, Microsoft Excel, Process Improvement, Leadership, Business Analysis, Investments, Asset Management, Trading
Education
Northeastern University 1992 — 1995
Lisa Horkan's Putnam Investments Experience December 2009 - Present
Job SVP and Team Leader Global Institutional Management at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 2009 - Present
Skills
Product Development, Institutional Client..., Series 24, Series 7, Portfolio Accounting..., Alternative Investments, DC Investment Only
Education
Northeastern University
Bachelor's degree, Finance, General
Putnam Investments December 2009 - Present
Skills
Product Development, Institutional Client..., Series 24, Series 7, Portfolio Accounting..., Alternative Investments, DC Investment Only
Education
Northeastern University
Bachelor's degree, Finance, General
Nadia Breton's Putnam Investments Experience January 1989 - February 1992
Job financial counselor
Industry Accounting
Experience
Florida Department of Health October 1998 - June 2013
Church of God of Dorchester March 1992 - February 1994
Putnam Investments January 1989 - February 1992
Education
Palm Beach State College 2013 — 2016
Bachelor's degree, Business Enterpreneurship
Evangelical Bible College and Seminary 2008 — 2012
Bachelor of Science, Religious Education
Katharine Gibbs School, Boston MA 1988 — 1988
Certificate, Administrative Secretary
Florida Department of Health October 1998 - June 2013
Church of God of Dorchester March 1992 - February 1994
Putnam Investments January 1989 - February 1992
Education
Palm Beach State College 2013 — 2016
Bachelor's degree, Business Enterpreneurship
Evangelical Bible College and Seminary 2008 — 2012
Bachelor of Science, Religious Education
Katharine Gibbs School, Boston MA 1988 — 1988
Certificate, Administrative Secretary
suvarna prakashini's Putnam Investments Experience December 2007 - November 2013
Job at
Industry Financial Services
Experience
Fannie Mae December 2013 - Present
Putnam Investments December 2007 - November 2013
Circuit City September 2006 - November 2007
MetLife August 2005 - June 2006
Skills
JMS, TIBCO, SQL, SDLC, SOA, XML, Web Services, Eclipse, Unix, Agile Methodologies
Education
Oklahoma State University
Master's degree, Electrical Engineering Technologies/Technicians
Fannie Mae December 2013 - Present
Putnam Investments December 2007 - November 2013
Circuit City September 2006 - November 2007
MetLife August 2005 - June 2006
Skills
JMS, TIBCO, SQL, SDLC, SOA, XML, Web Services, Eclipse, Unix, Agile Methodologies
Education
Oklahoma State University
Master's degree, Electrical Engineering Technologies/Technicians
Michael Arminio's Putnam Investments Experience May 2004 - August 2005
Job Sr. Manager Mutual Fund Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2011 - Present
Fidelity Investments November 2006 - December 2011
Fidelity Investments August 2005 - November 2006
Putnam Investments May 2004 - August 2005
Putnam Investments January 2003 - May 2004
Skills
Microsoft Office, Bloomberg Terminal
Education
Northeastern University
Master of Science (M.S.), Finance, General
University of Massachusetts, Amherst
Bachelor of Science (B.S.), Business Administration and Management, General
Fidelity Investments December 2011 - Present
Fidelity Investments November 2006 - December 2011
Fidelity Investments August 2005 - November 2006
Putnam Investments May 2004 - August 2005
Putnam Investments January 2003 - May 2004
Skills
Microsoft Office, Bloomberg Terminal
Education
Northeastern University
Master of Science (M.S.), Finance, General
University of Massachusetts, Amherst
Bachelor of Science (B.S.), Business Administration and Management, General