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
Peter Barbato Peter Barbato's Putnam Investments Experience August 1996 - January 2001
Job Consultant at Systems Evolution, Inc.
Industry Management Consulting
Experience
SEI - Boston, LLC, a Systems Evolution, Inc. Company April 2012 - Present
Fidelity Investments November 2010 - April 2012
Monster January 2008 - November 2010
Open Solutions March 2004 - January 2008
KPMG Advisory January 2001 - March 2004
Putnam Investments August 1996 - January 2001
Skills
Release Management, Agile Project Management, Project Portfolio..., SDLC, Software Project..., Vendor Management, Requirements Gathering, Siebel, Program Management, Business Analysis, Business Process..., Change Management, Management Consulting, PMO Design, Business Readiness, Production Deployment, Production Support, Operations Improvement, Enterprise Systems..., RACI, Fusion, Software Development..., Quality Assurance, Quality Center, Rational Team Concert, SharePoint, Microsoft Office, Strategic Consulting, Business Systems..., MBA, Vendor Relationships, Agile & Waterfall..., Sprint Planning, Enterprise Software, Analysis, Software Documentation, Outsourcing, Project Management
Education
Bentley University - Elkin B. McCallum Graduate School of Business 2000 — 2006
MBA, Management and Information Technology
Providence College 1992 — 1996
BS, Management and Finance
SEI - Boston, LLC, a Systems Evolution, Inc. Company April 2012 - Present
Fidelity Investments November 2010 - April 2012
Monster January 2008 - November 2010
Open Solutions March 2004 - January 2008
KPMG Advisory January 2001 - March 2004
Putnam Investments August 1996 - January 2001
Skills
Release Management, Agile Project Management, Project Portfolio..., SDLC, Software Project..., Vendor Management, Requirements Gathering, Siebel, Program Management, Business Analysis, Business Process..., Change Management, Management Consulting, PMO Design, Business Readiness, Production Deployment, Production Support, Operations Improvement, Enterprise Systems..., RACI, Fusion, Software Development..., Quality Assurance, Quality Center, Rational Team Concert, SharePoint, Microsoft Office, Strategic Consulting, Business Systems..., MBA, Vendor Relationships, Agile & Waterfall..., Sprint Planning, Enterprise Software, Analysis, Software Documentation, Outsourcing, Project Management
Education
Bentley University - Elkin B. McCallum Graduate School of Business 2000 — 2006
MBA, Management and Information Technology
Providence College 1992 — 1996
BS, Management and Finance
Bob McDermott's Putnam Investments Experience June 1995 - April 2011
Job Global Distribution Executive
Industry Investment Management
Experience
F-Squared Investments January 2013 - Present
Orinda Asset Management April 2011 - January 2013
Putnam Investments June 1995 - April 2011
Putnam Investments 2006 - March 2011
Putnam Investments 2003 - 2006
Putnam Investments 1998 - 2003
Putnam Investments 1996 - 1998
Putnam Investments 1995 - 1996
Education
Providence College 1991 — 1995
BA, Political Science
F-Squared Investments January 2013 - Present
Orinda Asset Management April 2011 - January 2013
Putnam Investments June 1995 - April 2011
Putnam Investments 2006 - March 2011
Putnam Investments 2003 - 2006
Putnam Investments 1998 - 2003
Putnam Investments 1996 - 1998
Putnam Investments 1995 - 1996
Education
Providence College 1991 — 1995
BA, Political Science
Daniel Noschese's Putnam Investments Experience April 2013 - Present
Job Defined Contribution Investment Only Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments April 2013 - Present
Putnam Investments September 2011 - March 2013
New England Investment & Retirement Group, Inc. November 2010 - September 2011
Transamerica Retirement Services April 2008 - November 2010
MFS Investment Management November 2005 - March 2008
MFS Investment Management November 2003 - September 2005
Education
Providence College 1998 — 2002
BS, Marketing
Putnam Investments April 2013 - Present
Putnam Investments September 2011 - March 2013
New England Investment & Retirement Group, Inc. November 2010 - September 2011
Transamerica Retirement Services April 2008 - November 2010
MFS Investment Management November 2005 - March 2008
MFS Investment Management November 2003 - September 2005
Education
Providence College 1998 — 2002
BS, Marketing
Stephen Sechio Stephen Sechio's Putnam Investments Experience June 1998 - October 2000
Job Business Management Specialist at TIAACREF
Industry Human Resources
Experience
TIAA-CREF May 2014 - Present
Mercer Benefits Administration July 2007 - May 2014
Mercer Outsourcing October 2000 - July 2007
Putnam Investments June 1998 - October 2000
Putnam Investments June 1997 - June 1998
Putnam Investments February 1996 - June 1997
Skills
Project Management, Program Management, Agile Methodologies, PMP, PMO, SDLC, Six Sigma, Process Improvement, Retirement, Pensions, Benefits Administration, Customer Service, Human Resources, Outsourcing, Mutual Funds, Investments, Visio, MS Project, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Microsoft Excel, iPhone, Insurance, CRM, Employee Benefits, Analysis
Education
Plymouth State University 1991 — 2005
BS, Business/ Finance
Bryant University
Certificate in Human Resource Management, June 2005
TIAA-CREF May 2014 - Present
Mercer Benefits Administration July 2007 - May 2014
Mercer Outsourcing October 2000 - July 2007
Putnam Investments June 1998 - October 2000
Putnam Investments June 1997 - June 1998
Putnam Investments February 1996 - June 1997
Skills
Project Management, Program Management, Agile Methodologies, PMP, PMO, SDLC, Six Sigma, Process Improvement, Retirement, Pensions, Benefits Administration, Customer Service, Human Resources, Outsourcing, Mutual Funds, Investments, Visio, MS Project, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Microsoft Excel, iPhone, Insurance, CRM, Employee Benefits, Analysis
Education
Plymouth State University 1991 — 2005
BS, Business/ Finance
Bryant University
Certificate in Human Resource Management, June 2005
Nina Sijka Nina Sijka's Putnam Investments Experience October 2001 - March 2005
Job Communications at Mercer
Industry Financial Services
Experience
Mercer June 2007 - Present
Mercer HR Services June 2005 - June 2007
Putnam Investments October 2001 - March 2005
Putnam Investments 1998 - 2001
Vantage Deluxe World Travel March 1996 - June 1998
Citizens Bank April 1992 - March 1996
Skills
Employee Benefits, Employee Engagement, Employee Relations, Change Management, Benefits Administration, Project Management, Human Resources, Financial Services, Customer Service, 401k, Process Improvement, Retirement, Vendor Management, Management
Education
University of Phoenix 2003 — 2006
Bachelor of Science in Business Marketing
Quincy College 1994 — 1995
Associates Degree in Travel Management
Mercer June 2007 - Present
Mercer HR Services June 2005 - June 2007
Putnam Investments October 2001 - March 2005
Putnam Investments 1998 - 2001
Vantage Deluxe World Travel March 1996 - June 1998
Citizens Bank April 1992 - March 1996
Skills
Employee Benefits, Employee Engagement, Employee Relations, Change Management, Benefits Administration, Project Management, Human Resources, Financial Services, Customer Service, 401k, Process Improvement, Retirement, Vendor Management, Management
Education
University of Phoenix 2003 — 2006
Bachelor of Science in Business Marketing
Quincy College 1994 — 1995
Associates Degree in Travel Management
David Kidwell David Kidwell's Putnam Investments Experience April 1998 - April 2000
Job Business Owner/Project Manager
Industry Construction
Experience
Southern New Hampshire University 2014 - Present
Kidwell Builders, LLC February 2005 - Present
Mercer April 2000 - February 2005
Putnam Investments April 1998 - April 2000
Putnam Investments September 1997 - April 1998
Putnam Investments June 1995 - September 1997
Quality Solutions, Inc June 1993 - May 1995
Skills
Renovation, Construction, Contractors, Residential Homes, Construction Management, Small Business, New Business Development, Entrepreneurship, Contract Negotiation, Strategic Planning, Bathrooms, Marketing Strategy
Education
Plymouth State University / Southern New Hampshire University
Plymouth State University
Master of Education (M.Ed.), Secondary Mathematics
Southern New Hampshire University
Bachelor of Science (BS), Economics/Finance
Southern New Hampshire University 2014 - Present
Kidwell Builders, LLC February 2005 - Present
Mercer April 2000 - February 2005
Putnam Investments April 1998 - April 2000
Putnam Investments September 1997 - April 1998
Putnam Investments June 1995 - September 1997
Quality Solutions, Inc June 1993 - May 1995
Skills
Renovation, Construction, Contractors, Residential Homes, Construction Management, Small Business, New Business Development, Entrepreneurship, Contract Negotiation, Strategic Planning, Bathrooms, Marketing Strategy
Education
Plymouth State University / Southern New Hampshire University
Plymouth State University
Master of Education (M.Ed.), Secondary Mathematics
Southern New Hampshire University
Bachelor of Science (BS), Economics/Finance
Laura MacFee Laura MacFee's Putnam Investments Experience May 2011 - Present
Job Experienced marketing and administrative professional
Industry Marketing and Advertising
Experience
Putnam Investments May 2011 - Present
Mount Ida College September 2007 - December 2010
Racepoint Group May 2006 - August 2006
Rollins College Collegiate Entrepeneurs' Organization October 2005 - April 2006
Stonehill College January 2003 - May 2005
Good Brothers Ford June 2002 - August 2002
Skills
Social Media, Event Planning, Microsoft Office, Social Media Marketing, Public Relations, Marketing, Leadership, Training, Public Speaking, Press Releases, Marketing Communications, Management, Sales, Research
Education
Providence College 2006 — 2007
Master of Business Administration, Marketing
Rollins College - Crummer Graduate School of Business 2005 — 2006
Master of Business Administration, Marketing
Stonehill College 2001 — 2005
Bachelor of Arts, Political Science
Putnam Investments May 2011 - Present
Mount Ida College September 2007 - December 2010
Racepoint Group May 2006 - August 2006
Rollins College Collegiate Entrepeneurs' Organization October 2005 - April 2006
Stonehill College January 2003 - May 2005
Good Brothers Ford June 2002 - August 2002
Skills
Social Media, Event Planning, Microsoft Office, Social Media Marketing, Public Relations, Marketing, Leadership, Training, Public Speaking, Press Releases, Marketing Communications, Management, Sales, Research
Education
Providence College 2006 — 2007
Master of Business Administration, Marketing
Rollins College - Crummer Graduate School of Business 2005 — 2006
Master of Business Administration, Marketing
Stonehill College 2001 — 2005
Bachelor of Arts, Political Science
Brad McNamara Brad McNamara's Putnam Investments Experience October 2008 - July 2010
Job Group Sales Account Executive at National Constitution Center
Industry Museums and Institutions
Experience
National Constitution Center August 2015 - Present
Kelly Services December 2014 - July 2015
Trenton Thunder Baseball Club, AA Affiliate of the New York Yankees October 2012 - November 2014
Trenton Thunder Baseball Club, AA Affiliate of the New York Yankees July 2012 - October 2012
Comcast-Spectacor January 2012 - April 2012
Putnam Investments October 2008 - July 2010
Jamie Eldridge for U.S. Congress June 2007 - September 2007
Skills
Event Management, Event Planning, Customer Service, Sales, Management, Sports Management, Temporary Staffing, Social Networking, Sports, Social Media, Ticket Sales, PowerPoint, Marketing, Public Speaking, Microsoft Office, Facebook, Marketing Strategy, Microsoft Excel, Microsoft Word, English, Windows, Research, Outlook, Fundraising, Time Management, Strategic Planning, Market Research, Social Media Marketing, Team Leadership, Public Relations, Budgets, Marketing Communications, Press Releases, Sports Marketing, Business Development
Education
Temple University 2010 — 2012
Master of Science (M.S.), Sport and Recreation Management
Providence College 2004 — 2008
Bachelor's degree, Political Science and Government
National Constitution Center August 2015 - Present
Kelly Services December 2014 - July 2015
Trenton Thunder Baseball Club, AA Affiliate of the New York Yankees October 2012 - November 2014
Trenton Thunder Baseball Club, AA Affiliate of the New York Yankees July 2012 - October 2012
Comcast-Spectacor January 2012 - April 2012
Putnam Investments October 2008 - July 2010
Jamie Eldridge for U.S. Congress June 2007 - September 2007
Skills
Event Management, Event Planning, Customer Service, Sales, Management, Sports Management, Temporary Staffing, Social Networking, Sports, Social Media, Ticket Sales, PowerPoint, Marketing, Public Speaking, Microsoft Office, Facebook, Marketing Strategy, Microsoft Excel, Microsoft Word, English, Windows, Research, Outlook, Fundraising, Time Management, Strategic Planning, Market Research, Social Media Marketing, Team Leadership, Public Relations, Budgets, Marketing Communications, Press Releases, Sports Marketing, Business Development
Education
Temple University 2010 — 2012
Master of Science (M.S.), Sport and Recreation Management
Providence College 2004 — 2008
Bachelor's degree, Political Science and Government
Kelly Bresnahan Austin's Putnam Investments Experience 2003 - 2005
Job Associate Director of Development at Parkinson's Disease Foundation
Industry Nonprofit Organization Management
Experience
Parkinson's Disease Foundation July 2014 - Present
Parkinson's Disease Foundation July 2013 - June 2014
Parkinson's Disease Foundation October 2011 - June 2013
Miami Children's Museum February 2008 - July 2011
Miami Children's Museum October 2007 - January 2008
Leukemia & Lymphoma Society 2006 - 2007
TJX 2005 - 2006
Putnam Investments 2003 - 2005
Skills
Fundraising, Event Management, Nonprofits, Volunteer Management, Fundraisers, Community Development, Philanthropy, Event Planning, Raiser's Edge, Volunteer Recruiting, Sales, Microsoft Word, Sponsorship, Marketing, Advertising, Email Marketing, Press Releases, Social Media, Program Management
Education
Providence College 1999 — 2003
Bachelor of Science, Marketing
Methuen High School 1996 — 1999
Parkinson's Disease Foundation July 2014 - Present
Parkinson's Disease Foundation July 2013 - June 2014
Parkinson's Disease Foundation October 2011 - June 2013
Miami Children's Museum February 2008 - July 2011
Miami Children's Museum October 2007 - January 2008
Leukemia & Lymphoma Society 2006 - 2007
TJX 2005 - 2006
Putnam Investments 2003 - 2005
Skills
Fundraising, Event Management, Nonprofits, Volunteer Management, Fundraisers, Community Development, Philanthropy, Event Planning, Raiser's Edge, Volunteer Recruiting, Sales, Microsoft Word, Sponsorship, Marketing, Advertising, Email Marketing, Press Releases, Social Media, Program Management
Education
Providence College 1999 — 2003
Bachelor of Science, Marketing
Methuen High School 1996 — 1999
Megan Driscoll, CFP® Megan Driscoll, CFP®'s Putnam Investments Experience 2003 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab May 2012 - April 2013
Edward Jones July 2007 - September 2011
Putnam Investments 2003 - 2007
Skills
FINRA Series 6, 7, 63,..., Mutual Funds, Asset Allocation, Securities, Retirement Planning, Wealth Management, Alternative Investments, Series 6
Education
Providence College 1998 — 2002
BA, Mathematics
Charles Schwab May 2012 - April 2013
Edward Jones July 2007 - September 2011
Putnam Investments 2003 - 2007
Skills
FINRA Series 6, 7, 63,..., Mutual Funds, Asset Allocation, Securities, Retirement Planning, Wealth Management, Alternative Investments, Series 6
Education
Providence College 1998 — 2002
BA, Mathematics
David Lesukoski, CFA David Lesukoski, CFA's Putnam Investments Experience 2010 - 2014
Job Investment Analyst, Private Equity at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management May 2014 - Present
Putnam Investments 2010 - 2014
State Street 2008 - 2010
MassMutual Financial Group January 2007 - 2007
Skills
Investments, Settlement, Portfolio Management, Financial Services, Securities, Trading, Bloomberg, Corporate Actions, Bonds, Derivatives, Equities, Fixed Income, Hedge Funds, Mutual Funds, Private Equity, Asset Management, Financial Modeling
Education
Providence College 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, Finance
Babson Capital Management May 2014 - Present
Putnam Investments 2010 - 2014
State Street 2008 - 2010
MassMutual Financial Group January 2007 - 2007
Skills
Investments, Settlement, Portfolio Management, Financial Services, Securities, Trading, Bloomberg, Corporate Actions, Bonds, Derivatives, Equities, Fixed Income, Hedge Funds, Mutual Funds, Private Equity, Asset Management, Financial Modeling
Education
Providence College 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, Finance
Andrew Schiavoni's Putnam Investments Experience January 2011 - June 2011
Job Regional Sales Representative at Pax World Investments
Industry Financial Services
Experience
Pax World Investments May 2015 - Present
Putnam Investments - RIA Advisory Group July 2011 - Present
Putnam Investments January 2011 - June 2011
Barnacle Billy's Etc. May 2006 - October 2010
Northern Essex Community College June 2004 - August 2005
Cedardale Health & Fitness June 2002 - August 2003
Skills
Mutual Funds, Investment Strategies, Alternative Investments, Asset Allocation, Sales, Salesforce.com, Investment Advisory, Financial Services, Investment Portfolios, Customer Relations
Education
Purdue University 2006 — 2010
Bachelor of Science, Economics Minors: Management, International Business, & Communications
Avon Old Farms 2004 — 2006
High School
Pax World Investments May 2015 - Present
Putnam Investments - RIA Advisory Group July 2011 - Present
Putnam Investments January 2011 - June 2011
Barnacle Billy's Etc. May 2006 - October 2010
Northern Essex Community College June 2004 - August 2005
Cedardale Health & Fitness June 2002 - August 2003
Skills
Mutual Funds, Investment Strategies, Alternative Investments, Asset Allocation, Sales, Salesforce.com, Investment Advisory, Financial Services, Investment Portfolios, Customer Relations
Education
Purdue University 2006 — 2010
Bachelor of Science, Economics Minors: Management, International Business, & Communications
Avon Old Farms 2004 — 2006
High School
Kevin Entwistle's Putnam Investments Experience September 2015 - Present
Job Global Distribution Associate at Putnam Investments
Industry Financial Services
Experience
Putnam Investments September 2015 - Present
Southern Tide September 2013 - May 2015
UBS October 2014 - April 2015
UBS Wealth Management June 2014 - August 2014
Martin W. Richard Charitable Foundation January 2014 - April 2014
UBS Wealth Management May 2013 - July 2013
UBS Wealth Management June 2012 - August 2012
The Ridgewood Country Club May 2012 - July 2012
The Ridgewood Country Club July 2011 - August 2011
Skills
Client Service Oriented, Oral & Written..., Wealth Management, Finance, Accounting, Wealth Management..., Financial Accounting, Research, Wealth Preservation..., Hedge Funds, Sales, Public Speaking, Fixed Income Analysis, Fundraising, Team Leadership, Internships, Philanthropy, Organizational..., Municipalities, Municipal Bonds, Microsoft Excel, Equity Research, Estate Planning, Event Management, Event Planning, Live Events, Data Analysis, Microsoft Word, Marathon, Quantitative Research, Minute Taking, Microsoft Office, Intercollegiate..., Mountaineering, Technical Analysis, Critical Thinking, Collaborative..., National Honor Society, Lifeguarding, Musicians, Equities, PowerPoint, Fixed Income, Portfolio Management, Sustainable Energy, Environmental Awareness, Client Services, Communication
Education
Providence College 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance, G.P.A. 3.34
Ridgewood High School 2007 — 2011
High School, GPA 3.7
Putnam Investments September 2015 - Present
Southern Tide September 2013 - May 2015
UBS October 2014 - April 2015
UBS Wealth Management June 2014 - August 2014
Martin W. Richard Charitable Foundation January 2014 - April 2014
UBS Wealth Management May 2013 - July 2013
UBS Wealth Management June 2012 - August 2012
The Ridgewood Country Club May 2012 - July 2012
The Ridgewood Country Club July 2011 - August 2011
Skills
Client Service Oriented, Oral & Written..., Wealth Management, Finance, Accounting, Wealth Management..., Financial Accounting, Research, Wealth Preservation..., Hedge Funds, Sales, Public Speaking, Fixed Income Analysis, Fundraising, Team Leadership, Internships, Philanthropy, Organizational..., Municipalities, Municipal Bonds, Microsoft Excel, Equity Research, Estate Planning, Event Management, Event Planning, Live Events, Data Analysis, Microsoft Word, Marathon, Quantitative Research, Minute Taking, Microsoft Office, Intercollegiate..., Mountaineering, Technical Analysis, Critical Thinking, Collaborative..., National Honor Society, Lifeguarding, Musicians, Equities, PowerPoint, Fixed Income, Portfolio Management, Sustainable Energy, Environmental Awareness, Client Services, Communication
Education
Providence College 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance, G.P.A. 3.34
Ridgewood High School 2007 — 2011
High School, GPA 3.7
Jed Moore's Putnam Investments Experience 2010 - Present
Job Senior Relationship Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments 2010 - Present
Putnam Investments 2005 - 2009
Putnam Investments 2002 - 2005
ADP 2000 - 2002
KONE 1997 - 1999
Skills
National Accounts, key accounts, CRM, Mutual Funds, Sales, Asset Management, New Business Development, Financial Services, Marketing, Management, Relationship Management, Cold Calling, Alternative Investments, Retirement Planning, Account Management, Investments, Sales Operations, Wealth Management, Sales Presentation..., Consultative Selling..., Series 7, Series 63
Education
Purdue University 1992 — 1996
BS, School of Technology
Sewickley Academy 1984 — 1992
Putnam Investments 2010 - Present
Putnam Investments 2005 - 2009
Putnam Investments 2002 - 2005
ADP 2000 - 2002
KONE 1997 - 1999
Skills
National Accounts, key accounts, CRM, Mutual Funds, Sales, Asset Management, New Business Development, Financial Services, Marketing, Management, Relationship Management, Cold Calling, Alternative Investments, Retirement Planning, Account Management, Investments, Sales Operations, Wealth Management, Sales Presentation..., Consultative Selling..., Series 7, Series 63
Education
Purdue University 1992 — 1996
BS, School of Technology
Sewickley Academy 1984 — 1992
Jeffrey Douglas Jeffrey Douglas's Putnam Investments Experience January 1998 - September 1998
Job Product Manager, Towel Category at Irving Tissue
Industry Paper & Forest Products
Experience
Irving Tissue April 2013 - Present
Irving Tissue August 2008 - April 2013
Allegra Print and Imaging November 1998 - December 2007
Putnam Investments January 1998 - September 1998
Skills
Offset Printing, Graphic Design, Project Management, Pre-press, Packaging, Budget, Negotiation, Management, Mac, Digital Printing, Team Leadership, Adobe Creative Suite, Product Development, Continuous Improvement, Process Improvement, Cross-functional Team..., Troubleshooting, Operations Management, Marketing, Supply Chain, Sales Operations, Budgets, Training
Education
Southern New Hampshire University 2010 — 2013
Graduate, M.S Project Management & Operations
Southern New Hampshire University 1994 — 1996
Bachelors, Business Management
Plymouth State University 1992 — 1994
Pinkerton 1988 — 1992
Irving Tissue April 2013 - Present
Irving Tissue August 2008 - April 2013
Allegra Print and Imaging November 1998 - December 2007
Putnam Investments January 1998 - September 1998
Skills
Offset Printing, Graphic Design, Project Management, Pre-press, Packaging, Budget, Negotiation, Management, Mac, Digital Printing, Team Leadership, Adobe Creative Suite, Product Development, Continuous Improvement, Process Improvement, Cross-functional Team..., Troubleshooting, Operations Management, Marketing, Supply Chain, Sales Operations, Budgets, Training
Education
Southern New Hampshire University 2010 — 2013
Graduate, M.S Project Management & Operations
Southern New Hampshire University 1994 — 1996
Bachelors, Business Management
Plymouth State University 1992 — 1994
Pinkerton 1988 — 1992
Ryan Griffin Ryan Griffin's Putnam Investments Experience August 2015 - Present
Job Defined Contribution Investment Only Wholesaler at Putnam Investments
Industry Investment Management
Experience
Putnam Investments August 2015 - Present
Putnam Investments April 2014 - September 2015
State Street Global Advisors July 2012 - April 2014
State Street Global Advisors August 2010 - July 2012
State Street Corporation June 2009 - July 2010
State Street Corporation June 2008 - July 2009
Skills
Bloomberg, Investments, Fixed Income, Performance Attribution, Fund Of Funds, Relationship Management, Asset Allocation, Retirement Planning, 401k, Institutional Sales, Asset Management, Defined Contribution, Alternative Investments, Mutual Funds, Series 7, Series 63
Education
Plymouth State University 2004 — 2008
Bachelor of Science, Finance, Minor Economics, GPA 3.72
Putnam Investments August 2015 - Present
Putnam Investments April 2014 - September 2015
State Street Global Advisors July 2012 - April 2014
State Street Global Advisors August 2010 - July 2012
State Street Corporation June 2009 - July 2010
State Street Corporation June 2008 - July 2009
Skills
Bloomberg, Investments, Fixed Income, Performance Attribution, Fund Of Funds, Relationship Management, Asset Allocation, Retirement Planning, 401k, Institutional Sales, Asset Management, Defined Contribution, Alternative Investments, Mutual Funds, Series 7, Series 63
Education
Plymouth State University 2004 — 2008
Bachelor of Science, Finance, Minor Economics, GPA 3.72
Jeffrey R Carney Jeffrey R Carney's Putnam Investments Experience October 2008 - March 2012
Job Financial Services Executive
Industry Financial Services
Experience
Mackenzie Investments May 2013 - Present
Charles Schwab March 2012 - November 2012
Putnam Investments October 2008 - March 2012
Bank of America August 2007 - October 2008
Fidelity Investments November 2002 - July 2007
Skills
Investment Advisory, Series 7, Management, Investments, Series 24, Business Strategy, FINRA, Series 63, Retirement, Strategy, Mutual Funds, Wealth Management..., Banking, Marketing, 401k, Finance, Investment Management, Mergers & Acquisitions, ETFs, Investment Strategies, Financial Advisory
Education
Queen's University 1980 — 1984
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
Mackenzie Investments May 2013 - Present
Charles Schwab March 2012 - November 2012
Putnam Investments October 2008 - March 2012
Bank of America August 2007 - October 2008
Fidelity Investments November 2002 - July 2007
Skills
Investment Advisory, Series 7, Management, Investments, Series 24, Business Strategy, FINRA, Series 63, Retirement, Strategy, Mutual Funds, Wealth Management..., Banking, Marketing, 401k, Finance, Investment Management, Mergers & Acquisitions, ETFs, Investment Strategies, Financial Advisory
Education
Queen's University 1980 — 1984
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
Christian Bonelli, CIMA® Christian Bonelli, CIMA®'s Putnam Investments Experience 2000 - 2004
Job Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica May 2013 - Present
Legg Mason January 2009 - May 2013
Fidelity Investments March 2006 - November 2008
Citizens Financial Group June 2004 - March 2006
Putnam Investments 2000 - 2004
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Alternative Investments, Asset Allocation, 401k, Investments, Wealth Management, Retirement, ETFs
Education
Providence College 1999 — 2000
M.B.A., Business
Providence College 1994 — 1998
B.S. Business, Business
Suffield Academy 1992 — 1994
Avon Old Farms 1990 — 1992
Transamerica May 2013 - Present
Legg Mason January 2009 - May 2013
Fidelity Investments March 2006 - November 2008
Citizens Financial Group June 2004 - March 2006
Putnam Investments 2000 - 2004
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Alternative Investments, Asset Allocation, 401k, Investments, Wealth Management, Retirement, ETFs
Education
Providence College 1999 — 2000
M.B.A., Business
Providence College 1994 — 1998
B.S. Business, Business
Suffield Academy 1992 — 1994
Avon Old Farms 1990 — 1992
Matthew Carle Matthew Carle's Putnam Investments Experience 2003 - 2004
Job Release Manager at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Liberty Mutual Insurance September 2010 - Present
Liberty Mutual Insurance July 2006 - September 2010
Liberty Mutual Insurance December 2004 - July 2006
Putnam Investments 2003 - 2004
Skills
Release Management, Change Management, ITIL, Incident Management, Major Incident..., Change Control Board, SharePoint, Change Process, V3 Foundation, ITIL Process..., Help Desk Support, Help Desk Implementation
Education
Plymouth State University 1996 — 2000
Computer information Systems, Business Management, Math
Merrimack High School 1992 — 1996
Liberty Mutual Insurance September 2010 - Present
Liberty Mutual Insurance July 2006 - September 2010
Liberty Mutual Insurance December 2004 - July 2006
Putnam Investments 2003 - 2004
Skills
Release Management, Change Management, ITIL, Incident Management, Major Incident..., Change Control Board, SharePoint, Change Process, V3 Foundation, ITIL Process..., Help Desk Support, Help Desk Implementation
Education
Plymouth State University 1996 — 2000
Computer information Systems, Business Management, Math
Merrimack High School 1992 — 1996
Warren Mann Warren Mann's Putnam Investments Experience March 1997 - January 2000
Job Manager, Media & Design services at Northeastern University
Industry Information Technology and Services
Experience
Northeastern University October 2012 - Present
Northeastern University June 2011 - October 2012
AVI-SPL June 2007 - February 2010
Adtech Systems March 2005 - June 2007
VisionPoint LLC January 2004 - March 2005
AV Associates/MCSi March 2000 - January 2004
Putnam Investments March 1997 - January 2000
Ernst & Young December 1989 - November 1996
Skills
Video Conferencing, Sales, Sales Process, Multimedia, Telepresence, Crestron, Digital Signage, Tandberg, AV, Unified Communications, Extron, Streaming Media, Sound, System Design, Troubleshooting, Integration, Project Management, Technical Support
Education
Quincy College
University of Massachusetts Boston
Northeastern University October 2012 - Present
Northeastern University June 2011 - October 2012
AVI-SPL June 2007 - February 2010
Adtech Systems March 2005 - June 2007
VisionPoint LLC January 2004 - March 2005
AV Associates/MCSi March 2000 - January 2004
Putnam Investments March 1997 - January 2000
Ernst & Young December 1989 - November 1996
Skills
Video Conferencing, Sales, Sales Process, Multimedia, Telepresence, Crestron, Digital Signage, Tandberg, AV, Unified Communications, Extron, Streaming Media, Sound, System Design, Troubleshooting, Integration, Project Management, Technical Support
Education
Quincy College
University of Massachusetts Boston
C Kim Goodwin's Putnam Investments Experience 1996 - 1997
Job Board Director, Advisor and Private Investor
Industry Investment Management
Experience
PineBridge Investments April 2011 - Present
Banco Popular de Puerto Rico April 2011 - Present
Allianz Global Investors June 2010 - October 2014
Akamai Technologies October 2008 - May 2013
Credit Suisse 2006 - 2008
State Street Research 2002 - 2005
American Century Investments 1997 - 2002
Putnam Investments 1996 - 1997
Skills
Asset Management, Risk Management, Investments, Equities, Hedge Funds, Alternative Investments, Investment Management, Portfolio Management, Mutual Funds, Asset Allocation, Investment Strategies, Valuation, Asset Managment, Strategy, Financial Services, Corporate Governance, Mergers & Acquisitions, Financial Risk, Investment Banking, Due Diligence, Finance, Restructuring, Securities, Executive Management, Management, Team Motivation, Interpersonal...
Education
Princeton University
BA, cum laude
The University of Texas at Austin - Red McCombs School of Business
MBA
The University of Texas at Austin - The LBJ School of Public Affairs
Master of
PineBridge Investments April 2011 - Present
Banco Popular de Puerto Rico April 2011 - Present
Allianz Global Investors June 2010 - October 2014
Akamai Technologies October 2008 - May 2013
Credit Suisse 2006 - 2008
State Street Research 2002 - 2005
American Century Investments 1997 - 2002
Putnam Investments 1996 - 1997
Skills
Asset Management, Risk Management, Investments, Equities, Hedge Funds, Alternative Investments, Investment Management, Portfolio Management, Mutual Funds, Asset Allocation, Investment Strategies, Valuation, Asset Managment, Strategy, Financial Services, Corporate Governance, Mergers & Acquisitions, Financial Risk, Investment Banking, Due Diligence, Finance, Restructuring, Securities, Executive Management, Management, Team Motivation, Interpersonal...
Education
Princeton University
BA, cum laude
The University of Texas at Austin - Red McCombs School of Business
MBA
The University of Texas at Austin - The LBJ School of Public Affairs
Master of
Robert T. Powell III's Putnam Investments Experience June 2014 - Present
Job IMA Independent Channel at BlackRock
Industry Financial Services
Experience
BlackRock June 2015 - Present
Putnam Investments June 2014 - Present
Putnam Investments November 2013 - May 2014
National Football League March 2008 - November 2013
Barna PI & Securities October 2010 - March 2013
Skills
Public Relations, Football, Marketing, Public Speaking, Community Outreach, Sales, Youth Development, Leadership, Mutual Funds, Change Management, Investments, Investment Strategies, Marketing Communications, Account Management, Entrepreneurship, Organizational..., Operations Management, Business Relationship..., Social Media, Series 6, Series 63, Equities, Fixed Income
Education
Purdue University 2003 — 2008
Organizational Leadership & Supervision, Business
Purdue University 2003 — 2008
Innovation & Entrepreneurship
Fork Union Military Academy 2002 — 2003
Post Graduate Degree
Cave Spring High School 2001 — 2002
BlackRock June 2015 - Present
Putnam Investments June 2014 - Present
Putnam Investments November 2013 - May 2014
National Football League March 2008 - November 2013
Barna PI & Securities October 2010 - March 2013
Skills
Public Relations, Football, Marketing, Public Speaking, Community Outreach, Sales, Youth Development, Leadership, Mutual Funds, Change Management, Investments, Investment Strategies, Marketing Communications, Account Management, Entrepreneurship, Organizational..., Operations Management, Business Relationship..., Social Media, Series 6, Series 63, Equities, Fixed Income
Education
Purdue University 2003 — 2008
Organizational Leadership & Supervision, Business
Purdue University 2003 — 2008
Innovation & Entrepreneurship
Fork Union Military Academy 2002 — 2003
Post Graduate Degree
Cave Spring High School 2001 — 2002
Normand Lamarre's Putnam Investments Experience December 2000 - May 2003
Job Customer Relations Manager at Hyannis Honda
Industry Automotive
Experience
Hyannis Honda May 2014 - Present
Hyannis Honda June 2004 - May 2014
Cape Cod Bank and Trust July 2003 - October 2003
Putnam Investments December 2000 - May 2003
Putnam Investments September 1999 - December 2000
Putnam Investments March 1998 - September 1999
Putnam Investments September 1996 - March 1998
Skills
Financial Services, Customer Satisfaction, Banking, Customer Service, Sales, Software Documentation, Team Leadership, Training, Recruiting, Customer Retention, Administration, Management, Relationship Management, Process Improvement, Team Building, Operations Management, Customer Experience, Customer Relations, Call Centers
Education
Providence College
Business Administration and Management, General
Rhode Island College
Bachelor of Arts (B.A.), History
Hyannis Honda May 2014 - Present
Hyannis Honda June 2004 - May 2014
Cape Cod Bank and Trust July 2003 - October 2003
Putnam Investments December 2000 - May 2003
Putnam Investments September 1999 - December 2000
Putnam Investments March 1998 - September 1999
Putnam Investments September 1996 - March 1998
Skills
Financial Services, Customer Satisfaction, Banking, Customer Service, Sales, Software Documentation, Team Leadership, Training, Recruiting, Customer Retention, Administration, Management, Relationship Management, Process Improvement, Team Building, Operations Management, Customer Experience, Customer Relations, Call Centers
Education
Providence College
Business Administration and Management, General
Rhode Island College
Bachelor of Arts (B.A.), History
Jen Scully (DelGrosso)'s Putnam Investments Experience 2000 - May 2001
Job Information Technologist & Adjunct Faculty member
Industry Higher Education
Experience
University of New Hampshire October 2001 - Present
Granite State College August 2009 - May 2011
Putnam Investments 2000 - May 2001
Harvard University February 1999 - August 2000
Scudder Kemper Investments February 1998 - November 1998
Skills
Technical Writing, Training, Higher Education, E-Learning, Teaching, Technical Training, Distance Learning, Management, HTML, Troubleshooting, Editing, Instructional Design, Dreamweaver, BMC Remedy, Technical Support, Captivate, Photoshop, Office 2010, Web Content, Business Objects, ITIL v3 Foundations..., Qualtrics, Survey Design, Tableau, Data Visualization, Dashboarding, ADDIE, Moodle, kaltura, SharePoint, Crystal Xcelsius 2008, QlikSense, Needs Analysis
Education
Plymouth State University
Master’s Degree, Educational/Instructional Media Design
Plymouth State University 2003 — 2008
M.Ed, Secondary Ed: Adult Learning & Development
University of New Hampshire 1991 — 1995
BS, Communication Disorders
University of New Hampshire October 2001 - Present
Granite State College August 2009 - May 2011
Putnam Investments 2000 - May 2001
Harvard University February 1999 - August 2000
Scudder Kemper Investments February 1998 - November 1998
Skills
Technical Writing, Training, Higher Education, E-Learning, Teaching, Technical Training, Distance Learning, Management, HTML, Troubleshooting, Editing, Instructional Design, Dreamweaver, BMC Remedy, Technical Support, Captivate, Photoshop, Office 2010, Web Content, Business Objects, ITIL v3 Foundations..., Qualtrics, Survey Design, Tableau, Data Visualization, Dashboarding, ADDIE, Moodle, kaltura, SharePoint, Crystal Xcelsius 2008, QlikSense, Needs Analysis
Education
Plymouth State University
Master’s Degree, Educational/Instructional Media Design
Plymouth State University 2003 — 2008
M.Ed, Secondary Ed: Adult Learning & Development
University of New Hampshire 1991 — 1995
BS, Communication Disorders
Christopher Mallon Christopher Mallon's Putnam Investments Experience September 2009 - May 2014
Job Vice President, Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments June 2014 - Present
Putnam Investments September 2009 - May 2014
Putnam Investments January 2007 - September 2009
Putnam Investments January 2006 - January 2007
Putnam Investments January 2005 - January 2006
Skills
Series 63, Series 7, Mutual Funds, Wealth Management, Investments, 401k, Financial Advisory, FINRA, Financial Services, Separately Managed..., Alternative Investments, Hedge Funds, Asset Managment, Series 65, Asset Allocation, Insurance, Asset Management
Education
Providence College 2001 — 2005
B.S., Business Management Major
Saint Peter Marian HS
Nuveen Investments June 2014 - Present
Putnam Investments September 2009 - May 2014
Putnam Investments January 2007 - September 2009
Putnam Investments January 2006 - January 2007
Putnam Investments January 2005 - January 2006
Skills
Series 63, Series 7, Mutual Funds, Wealth Management, Investments, 401k, Financial Advisory, FINRA, Financial Services, Separately Managed..., Alternative Investments, Hedge Funds, Asset Managment, Series 65, Asset Allocation, Insurance, Asset Management
Education
Providence College 2001 — 2005
B.S., Business Management Major
Saint Peter Marian HS
Betty Steinberg Betty Steinberg's Putnam Investments Experience January 1987 - December 1994
Job Consumer Services Professional
Industry Consumer Services
Experience
Fridgedoor, Inc. October 2005 - October 2010
JLS Mailing Services May 2000 - December 2001
Cellular One August 1998 - December 1998
The Field Companies, Inc. June 1996 - July 1998
Putnam Investments January 1987 - December 1994
Education
Quincy College 1982 — 1984
Sharon High School 1977 — 1981
Fridgedoor, Inc. October 2005 - October 2010
JLS Mailing Services May 2000 - December 2001
Cellular One August 1998 - December 1998
The Field Companies, Inc. June 1996 - July 1998
Putnam Investments January 1987 - December 1994
Education
Quincy College 1982 — 1984
Sharon High School 1977 — 1981
Tamia Sorensen, SPHR Tamia Sorensen, SPHR's Putnam Investments Experience 1995 - 1998
Job Owner, Sorensen Search
Industry Human Resources
Experience
Sorensen Search March 2009 - Present
Western Washington University June 2013 - Present
Tregrehan Partners 2002 - 2009
Futures International 2000 - 2001
Russell Reynolds Associates 1998 - 2000
Putnam Investments 1995 - 1998
Nordstrom 1985 - 1988
Skills
Executive Search, Executive Development, Executive Coaching, Recruitment/Retention, Retention, executive recruitment, Organizational Design, Risk Assessment, Talent Acquisition, Talent Assessment, Talent Identification, Candidate Screening, Candidate Development, Candidate Generation, Permanent Placement, Screening Resumes, Recruiting, Talent Management, Customer Retention, Staff Development, Personnel Management, Succession Planning, Employee Engagement, Temporary Placement, Human Resources, Strategy, Management, Contract Negotiation, Deferred Compensation, Management Consulting, Interviews, Sourcing, Business Development, Financial Services, Employee Benefits, Investments, Resume Writing, Career Counseling, Job Coaching
Education
Loyola University of Chicago - Graduate School of Business 1991 — 1992
MBA
University of Alaska Fairbanks
BA, Sociology
Sorensen Search March 2009 - Present
Western Washington University June 2013 - Present
Tregrehan Partners 2002 - 2009
Futures International 2000 - 2001
Russell Reynolds Associates 1998 - 2000
Putnam Investments 1995 - 1998
Nordstrom 1985 - 1988
Skills
Executive Search, Executive Development, Executive Coaching, Recruitment/Retention, Retention, executive recruitment, Organizational Design, Risk Assessment, Talent Acquisition, Talent Assessment, Talent Identification, Candidate Screening, Candidate Development, Candidate Generation, Permanent Placement, Screening Resumes, Recruiting, Talent Management, Customer Retention, Staff Development, Personnel Management, Succession Planning, Employee Engagement, Temporary Placement, Human Resources, Strategy, Management, Contract Negotiation, Deferred Compensation, Management Consulting, Interviews, Sourcing, Business Development, Financial Services, Employee Benefits, Investments, Resume Writing, Career Counseling, Job Coaching
Education
Loyola University of Chicago - Graduate School of Business 1991 — 1992
MBA
University of Alaska Fairbanks
BA, Sociology
Robert Donohue Robert Donohue's Putnam Investments Experience September 2015 - Present
Job Freelance Creative Copywriter at Putnam Investments
Industry Marketing and Advertising
Experience
Putnam Investments September 2015 - Present
DigitasLBi_US June 2014 - August 2014
Full Contact Advertising January 2014 - August 2014
Skills
Time Management, Social Networking, Community Service, Creative Writing, Creative Conception, Copywriting, Advertising, Photoshop, Microsoft Office
Education
Providence College 2011 — 2015
Bachelor's Degree, Marketing, 3.3 CUM GPA
Option R - Arnold Worldwide 2014 — 2014
Advertising
Boston College High School 2007 — 2011
High School Diploma
Putnam Investments September 2015 - Present
DigitasLBi_US June 2014 - August 2014
Full Contact Advertising January 2014 - August 2014
Skills
Time Management, Social Networking, Community Service, Creative Writing, Creative Conception, Copywriting, Advertising, Photoshop, Microsoft Office
Education
Providence College 2011 — 2015
Bachelor's Degree, Marketing, 3.3 CUM GPA
Option R - Arnold Worldwide 2014 — 2014
Advertising
Boston College High School 2007 — 2011
High School Diploma
Donna Gardos Donna Gardos's Putnam Investments Experience April 1997 - November 1997
Job Senior Instructional Designer
Industry E-Learning
Experience
Fidelity Investments April 1995 - June 2015
Thomson Course Technology September 2002 - September 2003
Ziff-Davis Education September 1996 - August 1998
Putnam Investments April 1997 - November 1997
SEI June 1996 - November 1996
Fleet Bank March 1996 - May 1996
Federal Products January 1991 - December 1994
Potomac Research Group February 1989 - July 1991
Vanguard Technologies July 1987 - February 1989
Electronic Data Systems September 1985 - July 1987
Skills
Instructor-led Training, E-Learning, Captivate, Software Documentation, Instructional Design, Curriculum Design, Project Management, Technical Writing, Training Needs Analysis
Education
Purchase College, SUNY
Bachelor Fine Arts, Music Performance
Fidelity Investments April 1995 - June 2015
Thomson Course Technology September 2002 - September 2003
Ziff-Davis Education September 1996 - August 1998
Putnam Investments April 1997 - November 1997
SEI June 1996 - November 1996
Fleet Bank March 1996 - May 1996
Federal Products January 1991 - December 1994
Potomac Research Group February 1989 - July 1991
Vanguard Technologies July 1987 - February 1989
Electronic Data Systems September 1985 - July 1987
Skills
Instructor-led Training, E-Learning, Captivate, Software Documentation, Instructional Design, Curriculum Design, Project Management, Technical Writing, Training Needs Analysis
Education
Purchase College, SUNY
Bachelor Fine Arts, Music Performance
Joseph Wallace Joseph Wallace's Putnam Investments Experience January 2001 - January 2004
Job Site Operations Manager at IST Management Services
Industry Management Consulting
Experience
IST Management Services March 2014 - Present
PITNEY BOWES/NOVITEX ENTERPRISE SOLUTIONS March 2012 - December 2013
ING NEDERLAND July 2006 - December 2011
METLIFE RETIREMENT SERVICES April 2005 - July 2006
WYMAN & COMPANY March 2005 - April 2005
Putnam Investments January 2001 - January 2004
Putnam Investment January 1997 - January 2001
Putnam Investments January 1994 - January 1997
Putnam Investments January 1993 - January 1994
Putnam Investments January 1992 - January 1993
Skills
401k, Mutual Funds, Defined Benefit, Retirement, Employee Benefits, Pensions, Process Improvement, Relationship Management, Benefits Administration, Vendor Management, Financial Services, Risk Management, Investments, Business Analysis, Change Management, Call Center, Insurance, Deferred Compensation, Six Sigma, Training, Call Centers
Education
NEW HAMPSHIRE COLLEGE 1989 — 1992
B.S, Marketing/Business Management
Quincy College 1987 — 1989
A.S, Business Management
PUTNAM INVESTMENTS
Worcester Polytechnic Institute
IST Management Services March 2014 - Present
PITNEY BOWES/NOVITEX ENTERPRISE SOLUTIONS March 2012 - December 2013
ING NEDERLAND July 2006 - December 2011
METLIFE RETIREMENT SERVICES April 2005 - July 2006
WYMAN & COMPANY March 2005 - April 2005
Putnam Investments January 2001 - January 2004
Putnam Investment January 1997 - January 2001
Putnam Investments January 1994 - January 1997
Putnam Investments January 1993 - January 1994
Putnam Investments January 1992 - January 1993
Skills
401k, Mutual Funds, Defined Benefit, Retirement, Employee Benefits, Pensions, Process Improvement, Relationship Management, Benefits Administration, Vendor Management, Financial Services, Risk Management, Investments, Business Analysis, Change Management, Call Center, Insurance, Deferred Compensation, Six Sigma, Training, Call Centers
Education
NEW HAMPSHIRE COLLEGE 1989 — 1992
B.S, Marketing/Business Management
Quincy College 1987 — 1989
A.S, Business Management
PUTNAM INVESTMENTS
Worcester Polytechnic Institute
Leslie Levesque's Putnam Investments Experience January 2006 - June 2006
Job Senior Consultant at IHS
Industry Management Consulting
Experience
IHS August 2013 - Present
National Association for Business Economics (NABE), Boston Chapter January 2013 - February 2014
IHS, Inc. June 2010 - August 2013
Bain Capital September 2006 - September 2008
Putnam Investments January 2006 - June 2006
Skills
Macroeconomics, Econometrics, Economic Research, International Economics, Eviews, Economic Modeling, Country Risk Analysis, Economic Forecasting, Time Series Analysis, Econometric Modeling, Economics, Microeconomics, Quantitative Analytics, Statistical Modeling, Economic Policy, EViews, Data Analysis, Analysis, Strategy, Management, Market Research, Business Strategy, Market Analysis
Education
Suffolk University 2008 — 2010
MS, International Economics
Plymouth State University 2002 — 2005
BS, Business Administration, Economics, magna cum laude
IHS August 2013 - Present
National Association for Business Economics (NABE), Boston Chapter January 2013 - February 2014
IHS, Inc. June 2010 - August 2013
Bain Capital September 2006 - September 2008
Putnam Investments January 2006 - June 2006
Skills
Macroeconomics, Econometrics, Economic Research, International Economics, Eviews, Economic Modeling, Country Risk Analysis, Economic Forecasting, Time Series Analysis, Econometric Modeling, Economics, Microeconomics, Quantitative Analytics, Statistical Modeling, Economic Policy, EViews, Data Analysis, Analysis, Strategy, Management, Market Research, Business Strategy, Market Analysis
Education
Suffolk University 2008 — 2010
MS, International Economics
Plymouth State University 2002 — 2005
BS, Business Administration, Economics, magna cum laude
Sheila Doherty Sheila Doherty's Putnam Investments Experience September 2010 - March 2012
Job Internal Wholesaler at Eaton Vance
Industry Financial Services
Experience
Eaton Vance March 2012 - Present
Putnam Investments September 2010 - March 2012
Oppenheimer & Co. January 2010 - May 2010
Skills
Series 6, Series 7, Series 63, Series 66, Mutual Funds, Marketing Strategy, Separately Managed..., Sales, Alternative Investments, Asset Allocation, Morningstar, Investments
Education
Providence College 2006 — 2010
Bachelor of Science, Marketing, Finance
Eaton Vance March 2012 - Present
Putnam Investments September 2010 - March 2012
Oppenheimer & Co. January 2010 - May 2010
Skills
Series 6, Series 7, Series 63, Series 66, Mutual Funds, Marketing Strategy, Separately Managed..., Sales, Alternative Investments, Asset Allocation, Morningstar, Investments
Education
Providence College 2006 — 2010
Bachelor of Science, Marketing, Finance
Carly McCarthy's Putnam Investments Experience June 2015 - July 2015
Job Student at Providence College
Industry Higher Education
Experience
Adage Capital Management July 2015 - August 2015
Putnam Investments June 2015 - July 2015
Isabel Clothing & Gifts May 2014 - August 2014
M&M Marketing December 2013 - January 2014
The Port June 2013 - August 2013
Skills
Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Prezi, Outlook, Social Networking, Facebook, Research, Team Building, Teamwork, Team Management, Team Leadership, Bloomberg, QuickBooks
Education
Providence College 2012 — 2016
Bachelor's Degree, Business Management, Finance
Concord-Carlisle High School 2008 — 2012
High School
Adage Capital Management July 2015 - August 2015
Putnam Investments June 2015 - July 2015
Isabel Clothing & Gifts May 2014 - August 2014
M&M Marketing December 2013 - January 2014
The Port June 2013 - August 2013
Skills
Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Prezi, Outlook, Social Networking, Facebook, Research, Team Building, Teamwork, Team Management, Team Leadership, Bloomberg, QuickBooks
Education
Providence College 2012 — 2016
Bachelor's Degree, Business Management, Finance
Concord-Carlisle High School 2008 — 2012
High School
Sherry Delosh Sherry Delosh's Putnam Investments Experience February 1997 - September 1997
Job Executive Assistant to CEO
Industry Executive Office
Experience
Paradigm Precision March 2011 - June 2015
First Act Inc. April 2005 - March 2011
REX Real Estate 2004 - 2008
Houghton Mifflin April 2001 - April 2005
J Jill November 1999 - April 2001
Advanced Visual Systems September 1997 - November 1999
Putnam Investments February 1997 - September 1997
Express May 1995 - February 1997
Skills
Event Planning, Adobe Creative Suite, Marketing, Microsoft Office, Microsoft Word, Social Media, Microsoft Excel, Outlook, HTML, Budgets, Social Networking, Recruiting, Program Management, PowerPoint, Leadership, Management, Customer Service
Education
SUNY Potsdam
BA, Communications/Psychology
QC Career School 2014 — 2014
Certification in Event Planning, Event Planning
Xintra Institute 2001 — 2002
Certificate, Web Development
Quincy College 1999 — 2000
Certificate, Graphic Design
Brushton Moira
Paradigm Precision March 2011 - June 2015
First Act Inc. April 2005 - March 2011
REX Real Estate 2004 - 2008
Houghton Mifflin April 2001 - April 2005
J Jill November 1999 - April 2001
Advanced Visual Systems September 1997 - November 1999
Putnam Investments February 1997 - September 1997
Express May 1995 - February 1997
Skills
Event Planning, Adobe Creative Suite, Marketing, Microsoft Office, Microsoft Word, Social Media, Microsoft Excel, Outlook, HTML, Budgets, Social Networking, Recruiting, Program Management, PowerPoint, Leadership, Management, Customer Service
Education
SUNY Potsdam
BA, Communications/Psychology
QC Career School 2014 — 2014
Certification in Event Planning, Event Planning
Xintra Institute 2001 — 2002
Certificate, Web Development
Quincy College 1999 — 2000
Certificate, Graphic Design
Brushton Moira
Michael Beatty Michael Beatty's Putnam Investments Experience August 1999 - February 2005
Job Director Sell Side Proposition Marketing at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters January 2015 - Present
Thomson Reuters May 2012 - December 2014
Thomson Reuters April 2009 - May 2012
Harvard Management Company July 2007 - April 2009
Thomson Reuters April 2005 - July 2007
Putnam Investments August 1999 - February 2005
Skills
Market Data, Equities, Fixed Income, Strategy, Financial Markets, Marketing, Strategic Communications, Clear Communications, Relationship Mgmt, Relationship..., Brand Awareness, Brand Management, Global Brand Development, Electronic Trading, Financial Services, Bloomberg, Trading, Marketing Strategy, Marketing Communications
Education
Providence College 1995 — 1999
BA, Literature - Philosophy
SPHS
Thomson Reuters January 2015 - Present
Thomson Reuters May 2012 - December 2014
Thomson Reuters April 2009 - May 2012
Harvard Management Company July 2007 - April 2009
Thomson Reuters April 2005 - July 2007
Putnam Investments August 1999 - February 2005
Skills
Market Data, Equities, Fixed Income, Strategy, Financial Markets, Marketing, Strategic Communications, Clear Communications, Relationship Mgmt, Relationship..., Brand Awareness, Brand Management, Global Brand Development, Electronic Trading, Financial Services, Bloomberg, Trading, Marketing Strategy, Marketing Communications
Education
Providence College 1995 — 1999
BA, Literature - Philosophy
SPHS
Maria Fisher's Putnam Investments Experience September 1999 - October 2004
Job Vice President, Divisional Sales Director, Voya Financial Partners, LLC
Industry Financial Services
Experience
Voya Financial September 2006 - Present
Fidelity Investments October 2004 - September 2006
Putnam Investments September 1999 - October 2004
Skills
401k, Investments, Series 63, Mutual Funds, Series 6, Asset Allocation, Wealth Management, Relationship Management, Series 7, Retirement, Retirement Planning, Series 24, Financial Services, Sales, Retirement Plan..., Defined Contribution, Qualified Retirement..., Securities, Profit Sharing, IRAs, Variable Annuities, Bonds
Education
Hesser College 2000 — 2001
Associate's degree, Business Administration and Management, General
Providence College
Voya Financial September 2006 - Present
Fidelity Investments October 2004 - September 2006
Putnam Investments September 1999 - October 2004
Skills
401k, Investments, Series 63, Mutual Funds, Series 6, Asset Allocation, Wealth Management, Relationship Management, Series 7, Retirement, Retirement Planning, Series 24, Financial Services, Sales, Retirement Plan..., Defined Contribution, Qualified Retirement..., Securities, Profit Sharing, IRAs, Variable Annuities, Bonds
Education
Hesser College 2000 — 2001
Associate's degree, Business Administration and Management, General
Providence College
Michaela Knyff's Putnam Investments Experience September 2010 - April 2012
Job Executive Assistant at The TJX Companies, Inc.
Industry Performing Arts
Experience
The TJX Companies, Inc. November 2014 - Present
The Patti Eisenhauer Dance Center September 2004 - Present
Spectrum Equity September 2012 - November 2014
Kidville April 2012 - September 2012
Putnam Investments September 2010 - April 2012
Skills
Mutual Funds, Investments, Financial Analysis, Financial Services, Microsoft Excel, Customer Service, Finance, Time Management, Call Centers, Employee Benefits, PowerPoint, Leadership, Access, Outlook, Facebook, Sales, Social Media, Social Networking, Microsoft Office, Data Entry, Training, Public Speaking
Education
University of Massachusetts, Amherst 2007 — 2010
Bachelor of Fine Arts (B.F.A.), Dance
Plymouth State University 2006 — 2007
King Philip Regional High School 2002 — 2006
High School Diploma
The TJX Companies, Inc. November 2014 - Present
The Patti Eisenhauer Dance Center September 2004 - Present
Spectrum Equity September 2012 - November 2014
Kidville April 2012 - September 2012
Putnam Investments September 2010 - April 2012
Skills
Mutual Funds, Investments, Financial Analysis, Financial Services, Microsoft Excel, Customer Service, Finance, Time Management, Call Centers, Employee Benefits, PowerPoint, Leadership, Access, Outlook, Facebook, Sales, Social Media, Social Networking, Microsoft Office, Data Entry, Training, Public Speaking
Education
University of Massachusetts, Amherst 2007 — 2010
Bachelor of Fine Arts (B.F.A.), Dance
Plymouth State University 2006 — 2007
King Philip Regional High School 2002 — 2006
High School Diploma
Maria Pantazelos Maria Pantazelos's Putnam Investments Experience December 2014 - Present
Job Investor Services Representative at Putnam Investments
Industry Executive Office
Experience
Putnam Investments December 2014 - Present
White House Black Market May 2011 - March 2015
Putnam Investments September 2014 - December 2014
Providence College September 2012 - May 2014
Liberty Mutual Insurance May 2013 - September 2013
Skills
Microsoft Excel, PowerPoint, Prezi, Microsoft Office, Event Planning, Social Media Marketing, Strategic Planning, Sales Management, Bilingual, Final Cut Pro, Twitter, LinkedIn, Social Media, New Business Development, Budgets, Leadership, Time Management, Facebook, Microsoft Word, Blogging, Public Speaking
Education
Providence College 2010 — 2014
Business Management and Marketing
Danvers High School
High School Diploma
Putnam Investments December 2014 - Present
White House Black Market May 2011 - March 2015
Putnam Investments September 2014 - December 2014
Providence College September 2012 - May 2014
Liberty Mutual Insurance May 2013 - September 2013
Skills
Microsoft Excel, PowerPoint, Prezi, Microsoft Office, Event Planning, Social Media Marketing, Strategic Planning, Sales Management, Bilingual, Final Cut Pro, Twitter, LinkedIn, Social Media, New Business Development, Budgets, Leadership, Time Management, Facebook, Microsoft Word, Blogging, Public Speaking
Education
Providence College 2010 — 2014
Business Management and Marketing
Danvers High School
High School Diploma
Rashad Taylor's Putnam Investments Experience January 2011 - May 2011
Job PG&E Gas Division UW
Industry Utilities
Experience
Pacific Gas and Electric Company March 2014 - Present
SN Barnes Construction September 2013 - December 2013
The Good Guys September 2012 - May 2013
Ethos Health Co. @ Zynga HQ November 2011 - September 2012
Putnam Investments January 2011 - May 2011
Michael J. Bovo & Assoc. June 2005 - December 2007
Skills
Outlook, PowerPoint, Microsoft Excel, Customer Service, Portfolio Management, Financial Analysis, Microsoft Word, Microsoft Office, Public Speaking, Social Media, Social Networking
Education
Point Loma Nazarene University
Management, Business Administration
Skyline Community College
AA, Liberal Arts
Archbishop Riordan High School
Diploma
Pacific Gas and Electric Company March 2014 - Present
SN Barnes Construction September 2013 - December 2013
The Good Guys September 2012 - May 2013
Ethos Health Co. @ Zynga HQ November 2011 - September 2012
Putnam Investments January 2011 - May 2011
Michael J. Bovo & Assoc. June 2005 - December 2007
Skills
Outlook, PowerPoint, Microsoft Excel, Customer Service, Portfolio Management, Financial Analysis, Microsoft Word, Microsoft Office, Public Speaking, Social Media, Social Networking
Education
Point Loma Nazarene University
Management, Business Administration
Skyline Community College
AA, Liberal Arts
Archbishop Riordan High School
Diploma
Margaret Cerilli Margaret Cerilli's Putnam Investments Experience Manager, Technical CommunicationsCGU1999 - 2001
Job AVP/Senior Manager, Intranet and Internal Communications at Putnam Investments
Industry Financial Services
Experience
Putnam Investments Manager, Technical CommunicationsCGU1999 - 2001
Skills
Financial Services, Relationship Management, Vendor Management, Internal Communications, Program Management, Strategy, CRM, Web Content, Management, Mutual Funds, Business Analysis, Risk Management, Intranet Strategy, Leadership, Investments, Project Management, Process Improvement, Change Management
Education
Providence College 1976 — 1980
BA, English
Putnam Investments Manager, Technical CommunicationsCGU1999 - 2001
Skills
Financial Services, Relationship Management, Vendor Management, Internal Communications, Program Management, Strategy, CRM, Web Content, Management, Mutual Funds, Business Analysis, Risk Management, Intranet Strategy, Leadership, Investments, Project Management, Process Improvement, Change Management
Education
Providence College 1976 — 1980
BA, English
Matthew Boyle, CFP®'s Putnam Investments Experience January 2000 - November 2004
Job VP & Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab March 2008 - Present
Granite Pathways August 2013 - Present
CFP Board October 2012 - March 2013
TD Bank Asset Management Group March 2006 - March 2008
Citizens Investment Services November 2004 - March 2006
Putnam Investments January 2000 - November 2004
Skills
Series 24, Series 65, Investment Management, Series 7, Wealth Management, Insurance, Certified Financial..., Retirement Planning, Relationship Management, Portfolio Management, Finance, Equities, Investment Strategies, Investments, Investment Advisory, Retirement, Mutual Funds, Series 63, Strategic Planning, Alternative Investments, Asset Allocation, Asset Management
Education
Providence College 1991 — 1995
BA, History & Political Science
Charles Schwab March 2008 - Present
Granite Pathways August 2013 - Present
CFP Board October 2012 - March 2013
TD Bank Asset Management Group March 2006 - March 2008
Citizens Investment Services November 2004 - March 2006
Putnam Investments January 2000 - November 2004
Skills
Series 24, Series 65, Investment Management, Series 7, Wealth Management, Insurance, Certified Financial..., Retirement Planning, Relationship Management, Portfolio Management, Finance, Equities, Investment Strategies, Investments, Investment Advisory, Retirement, Mutual Funds, Series 63, Strategic Planning, Alternative Investments, Asset Allocation, Asset Management
Education
Providence College 1991 — 1995
BA, History & Political Science
Carol Tierney Carol Tierney's Putnam Investments Experience January 2001 - June 2003
Job Telecommunications Professional
Industry Telecommunications
Experience
BT Conferencing June 2003 - February 2013
Putnam Investments January 2001 - June 2003
Skills
Managed Services, Telecommunications, Customer Experience, Call Centers, Service Delivery, People Development, Hiring Personnel, Job Coaching, Telephony, Contact Centers, VoIP, Unified Communications
Education
Quincy College 1987 — 1989
Associate's degree, Tourism and Travel Services Management
BT Conferencing June 2003 - February 2013
Putnam Investments January 2001 - June 2003
Skills
Managed Services, Telecommunications, Customer Experience, Call Centers, Service Delivery, People Development, Hiring Personnel, Job Coaching, Telephony, Contact Centers, VoIP, Unified Communications
Education
Quincy College 1987 — 1989
Associate's degree, Tourism and Travel Services Management
Matthew Gendreau Matthew Gendreau's Putnam Investments Experience June 2000 - August 2003
Job Attorney at Law Offices of Regan Associates, Chartered
Industry Law Practice
Experience
The Law Offices of Regan Associates, Chartered July 2014 - Present
Law Offices of Jeffrey S. Glassman October 2011 - May 2014
Gordon, Mond & Ott, P.C. April 2010 - October 2011
Rubin, Rubin & Wilcox May 2008 - April 2010
Ellis & Associates January 2007 - May 2008
Law Offices of Andrew J. Schultz August 2006 - November 2006
Law Office of Raymond J. Wauford October 2005 - August 2006
Law Offices of Reynold A. Ilg May 2004 - August 2004
Putnam Investments June 2000 - August 2003
Skills
Personal Injury, Courts, Legal Writing, Civil Litigation, Accident, Torts, Litigation, Family Law, Appeals, Depositions, Commercial Litigation, Criminal Law, Hearings, Legal Research, Motions, Trials, Wills
Education
Suffolk University Law School 2002 — 2005
Juris Doctor
Providence College 1996 — 2000
Bachelor of Arts, History; Business Studies
Westford Academy 1992 — 1996
The Law Offices of Regan Associates, Chartered July 2014 - Present
Law Offices of Jeffrey S. Glassman October 2011 - May 2014
Gordon, Mond & Ott, P.C. April 2010 - October 2011
Rubin, Rubin & Wilcox May 2008 - April 2010
Ellis & Associates January 2007 - May 2008
Law Offices of Andrew J. Schultz August 2006 - November 2006
Law Office of Raymond J. Wauford October 2005 - August 2006
Law Offices of Reynold A. Ilg May 2004 - August 2004
Putnam Investments June 2000 - August 2003
Skills
Personal Injury, Courts, Legal Writing, Civil Litigation, Accident, Torts, Litigation, Family Law, Appeals, Depositions, Commercial Litigation, Criminal Law, Hearings, Legal Research, Motions, Trials, Wills
Education
Suffolk University Law School 2002 — 2005
Juris Doctor
Providence College 1996 — 2000
Bachelor of Arts, History; Business Studies
Westford Academy 1992 — 1996
Tommara Jacobs Tommara Jacobs's Putnam Investments Experience September 1997 - June 1999
Job Plan Manager at Voya Financial
Industry Investment Management
Experience
Voya Financial April 2009 - Present
Voya Financial October 2007 - April 2009
Voya Financial September 2000 - October 2007
John Hancock Financial Services June 1999 - September 2000
Putnam Investments September 1997 - June 1999
Putnam Investments February 1996 - September 1997
Skills
Process Improvement, Financial Services, Mutual Funds, FINRA, Relationship Management, 401k, Business Analysis, Risk Management, Series 63, Vendor Management
Education
Plymouth State University 1991 — 1995
Bachelor of Science (B.S.), Business Management
Voya Financial April 2009 - Present
Voya Financial October 2007 - April 2009
Voya Financial September 2000 - October 2007
John Hancock Financial Services June 1999 - September 2000
Putnam Investments September 1997 - June 1999
Putnam Investments February 1996 - September 1997
Skills
Process Improvement, Financial Services, Mutual Funds, FINRA, Relationship Management, 401k, Business Analysis, Risk Management, Series 63, Vendor Management
Education
Plymouth State University 1991 — 1995
Bachelor of Science (B.S.), Business Management
Todd Spencer's Putnam Investments Experience October 2010 - Present
Job Technical Expert, Tier 2, Server Operations at Putnam Investments
Industry Information Technology and Services
Experience
Putnam Investments October 2010 - Present
Putnam Investments December 2003 - October 2010
TAC Worldwide: Hewlett-Packard July 2003 - September 2003
Compaq / Hewlett-Packard October 2001 - November 2002
InteQ Corporation November 2000 - August 2001
ITauthority February 2000 - November 2000
Skills
VMware ESX, VMware Vsphere, Windows Server 2003, Windows Server 2008, BladeLogic, HP Blade Servers, Solaris, RedHat, IBM Servers, HP Server Hardware, vSphere, VMware, Blades, Windows Server, Virtualization, Operating Systems, Blackberry Enterprise..., HP, Cluster, Linux, Troubleshooting, Technical Support, System Deployment, Red Hat Linux, Disaster Recovery, Hardware, System Administration, Vendor Management, Unix, Windows, Networking, Data Center, Shell Scripting, Servers, BMC Patrol, Active Directory, Visio, Security, Network Security, Cisco Technologies
Education
VMware 2011 — 2011
VMware vSphere: Install, Configure, Manage V5.0
Oracle University 2011 — 2011
Shell Programming for System Administrators
Symantec 2008 — 2008
Veritas Cluster Administration
Sun Microsystems 2006 — 2006
Intermediate Solaris System and Network Administration
Hewlett-Packard 2002 — 2002
HP-UX System and Network Administration
Compaq 2001 — 2001
Implementing and Administering MS Windows 2000 AD
University of Massachusetts at Lowell 2001 — 2001
Unix Administration
Boston University 1999 — 2000
Certification, Microsoft Windows NT 4.0 Administration
Providence College 1992 — 1996
BA, Sociology
Putnam Investments October 2010 - Present
Putnam Investments December 2003 - October 2010
TAC Worldwide: Hewlett-Packard July 2003 - September 2003
Compaq / Hewlett-Packard October 2001 - November 2002
InteQ Corporation November 2000 - August 2001
ITauthority February 2000 - November 2000
Skills
VMware ESX, VMware Vsphere, Windows Server 2003, Windows Server 2008, BladeLogic, HP Blade Servers, Solaris, RedHat, IBM Servers, HP Server Hardware, vSphere, VMware, Blades, Windows Server, Virtualization, Operating Systems, Blackberry Enterprise..., HP, Cluster, Linux, Troubleshooting, Technical Support, System Deployment, Red Hat Linux, Disaster Recovery, Hardware, System Administration, Vendor Management, Unix, Windows, Networking, Data Center, Shell Scripting, Servers, BMC Patrol, Active Directory, Visio, Security, Network Security, Cisco Technologies
Education
VMware 2011 — 2011
VMware vSphere: Install, Configure, Manage V5.0
Oracle University 2011 — 2011
Shell Programming for System Administrators
Symantec 2008 — 2008
Veritas Cluster Administration
Sun Microsystems 2006 — 2006
Intermediate Solaris System and Network Administration
Hewlett-Packard 2002 — 2002
HP-UX System and Network Administration
Compaq 2001 — 2001
Implementing and Administering MS Windows 2000 AD
University of Massachusetts at Lowell 2001 — 2001
Unix Administration
Boston University 1999 — 2000
Certification, Microsoft Windows NT 4.0 Administration
Providence College 1992 — 1996
BA, Sociology
Mary Beth Clifford's Putnam Investments Experience March 2013 - Present
Job
Industry Investment Banking
Experience
Putnam Investments March 2013 - Present
Skills
Business Analysis, Vendor Management, Process Improvement, Project Management, Program Management, Disaster Recovery, System Administration, Visio, Troubleshooting, Outsourcing, Telecommunications, Software Documentation, Data Center, SDLC
Education
Providence College 1975 — 1979
BA, History
Enrico Fermi High School
Putnam Investments March 2013 - Present
Skills
Business Analysis, Vendor Management, Process Improvement, Project Management, Program Management, Disaster Recovery, System Administration, Visio, Troubleshooting, Outsourcing, Telecommunications, Software Documentation, Data Center, SDLC
Education
Providence College 1975 — 1979
BA, History
Enrico Fermi High School
Robert Kruse's Putnam Investments Experience October 2000 - January 2004
Job Vice President, BlackRock iShares
Industry Financial Services
Experience
iShares July 2012 - Present
State Street Global Advisors April 2006 - February 2012
State Street Global Advisors February 2004 - April 2006
Putnam Investments October 2000 - January 2004
Putnam Investments October 1999 - October 2000
Putnam Investments 1999 - 2000
Stericycle, Inc August 1998 - October 1999
Skills
ETFs, Mutual Funds, SMA, VA, 529 Plans, Private Placements, Asset Allocation
Education
Providence College 1994 — 1998
B.S. Business Management
iShares July 2012 - Present
State Street Global Advisors April 2006 - February 2012
State Street Global Advisors February 2004 - April 2006
Putnam Investments October 2000 - January 2004
Putnam Investments October 1999 - October 2000
Putnam Investments 1999 - 2000
Stericycle, Inc August 1998 - October 1999
Skills
ETFs, Mutual Funds, SMA, VA, 529 Plans, Private Placements, Asset Allocation
Education
Providence College 1994 — 1998
B.S. Business Management
Robert Haskell's Putnam Investments Experience December 1999 - December 2006
Job
Industry Financial Services
Experience
State Street Bank March 2013 - Present
H&M Income Tax Preparation January 2007 - Present
State Street Bank January 2012 - March 2013
State Street Bank January 2007 - January 2012
Putnam Investments December 1999 - December 2006
Skills
Mutual Funds, Bloomberg, Fixed Income, Equities, Trading, Securities, Series 63, Investments, Series 7, Asset Managment, Financial Services, FX Options, Process Improvement, Back Office, Financial Risk, Analysis, Hedge Funds, Asset Management, Alternative Investments
Education
Providence College 1995 — 1999
Bachelor of Science
State Street Bank March 2013 - Present
H&M Income Tax Preparation January 2007 - Present
State Street Bank January 2012 - March 2013
State Street Bank January 2007 - January 2012
Putnam Investments December 1999 - December 2006
Skills
Mutual Funds, Bloomberg, Fixed Income, Equities, Trading, Securities, Series 63, Investments, Series 7, Asset Managment, Financial Services, FX Options, Process Improvement, Back Office, Financial Risk, Analysis, Hedge Funds, Asset Management, Alternative Investments
Education
Providence College 1995 — 1999
Bachelor of Science
Seung Minn's Putnam Investments Experience June 1995 - October 1998
Job Private Investor
Industry Investment Management
Experience
Allianz Global Investors (formerly RCM) November 1998 - October 2013
Putnam Investments June 1995 - October 1998
Franklin Templeton Investments January 1990 - June 1995
Andersen Consulting August 1988 - December 1989
Skills
Portfolio Management, Mutual Funds, Equities, Asset Management, Asset Allocation, Strategy, Financial Modeling, Management, Asset Managment, Alternative Investments
Education
Princeton University 1984 — 1988
BSE
Allianz Global Investors (formerly RCM) November 1998 - October 2013
Putnam Investments June 1995 - October 1998
Franklin Templeton Investments January 1990 - June 1995
Andersen Consulting August 1988 - December 1989
Skills
Portfolio Management, Mutual Funds, Equities, Asset Management, Asset Allocation, Strategy, Financial Modeling, Management, Asset Managment, Alternative Investments
Education
Princeton University 1984 — 1988
BSE
Maria Cogliano's Putnam Investments Experience April 2002 - March 2004
Job
Industry Financial Services
Experience
DST Retirement Solutions May 2011 - August 2013
Boston Financial Data Services December 2009 - April 2011
Mercer March 2007 - December 2008
Putnam Investments April 2002 - March 2004
Putnam Investments January 2001 - April 2002
Putnam Investments May 1998 - January 2001
Putnam Investments January 1997 - May 1998
Putnam Investments 1995 - 1997
Putnam Investments 1994 - 1995
Putnam Investments 1990 - 1994
Skills
401k, Mutual Funds, Retirement, Financial Services, Defined Benefit, Vendor Management, Investments, Relationship Management, Employee Benefits, Series 63, Risk Management, Business Analysis, Pensions, Process Improvement, Business Process..., Project Management, Defined Contribution, Customer Service, Qualified Retirement..., Series 6, Change Management, Business Requirements, Requirements Gathering, Benefits Administration, Software Documentation, Analysis, Program Management, Leadership, Training, Management, ERISA, Securities, Insurance, Retirement Planning, CRM, Business Development, Wealth Management, Integration, Strategic Planning, Team Building, SDLC, Client Services, Outsourcing, Product Development, PMO, Requirements Analysis, Visio, Access, Business Process, MS Project
Education
Providence College 1986 — 1990
Bachelor Science, Marketing
DST Retirement Solutions May 2011 - August 2013
Boston Financial Data Services December 2009 - April 2011
Mercer March 2007 - December 2008
Putnam Investments April 2002 - March 2004
Putnam Investments January 2001 - April 2002
Putnam Investments May 1998 - January 2001
Putnam Investments January 1997 - May 1998
Putnam Investments 1995 - 1997
Putnam Investments 1994 - 1995
Putnam Investments 1990 - 1994
Skills
401k, Mutual Funds, Retirement, Financial Services, Defined Benefit, Vendor Management, Investments, Relationship Management, Employee Benefits, Series 63, Risk Management, Business Analysis, Pensions, Process Improvement, Business Process..., Project Management, Defined Contribution, Customer Service, Qualified Retirement..., Series 6, Change Management, Business Requirements, Requirements Gathering, Benefits Administration, Software Documentation, Analysis, Program Management, Leadership, Training, Management, ERISA, Securities, Insurance, Retirement Planning, CRM, Business Development, Wealth Management, Integration, Strategic Planning, Team Building, SDLC, Client Services, Outsourcing, Product Development, PMO, Requirements Analysis, Visio, Access, Business Process, MS Project
Education
Providence College 1986 — 1990
Bachelor Science, Marketing
Robin Rheaume's Putnam Investments Experience 1999 - 2003
Job Manufacturing Sales Representative Northeast (MA, RI, CT) at Puratos
Industry Food Production
Experience
Puratos June 2011 - Present
Community Boating Center Of New Bedford 2004 - August 2012
LaserPerformance 2003 - 2009
Vanguard Sailboats June 2003 - April 2007
Putnam Investments 1999 - 2003
Skills
New Business Development, Sales Management, Key Account Management, Direct Sales, Contract Negotiation, Management, Project Management, International Sales, Account Management, Cross-functional Team..., Selling, Team Building, Team Leadership, Strategic Planning, Marketing Communications, Customer Service, Marketing, Product Development, Team Management, Online Advertising, Business Development, Forecasting, Manufacturing, Product Management, Negotiation, Advertising, Sales, Business Strategy, Business Planning, Marketing Strategy, Start-ups, Marketing Management, Logistics, Purchasing, B2B
Education
Providence College 1994 — 1998
BS, Global Business
Puratos June 2011 - Present
Community Boating Center Of New Bedford 2004 - August 2012
LaserPerformance 2003 - 2009
Vanguard Sailboats June 2003 - April 2007
Putnam Investments 1999 - 2003
Skills
New Business Development, Sales Management, Key Account Management, Direct Sales, Contract Negotiation, Management, Project Management, International Sales, Account Management, Cross-functional Team..., Selling, Team Building, Team Leadership, Strategic Planning, Marketing Communications, Customer Service, Marketing, Product Development, Team Management, Online Advertising, Business Development, Forecasting, Manufacturing, Product Management, Negotiation, Advertising, Sales, Business Strategy, Business Planning, Marketing Strategy, Start-ups, Marketing Management, Logistics, Purchasing, B2B
Education
Providence College 1994 — 1998
BS, Global Business
Ken Ruskin's Putnam Investments Experience August 1999 - March 2003
Job Director of Research at Acclivity Capital Management LLC
Industry Investment Management
Experience
Acclivity Capital Management LLC March 2013 - Present
Temujin Fund Management April 2003 - March 2013
Putnam Investments August 1999 - March 2003
American Express Strategic Planning August 1995 - July 1997
Stern Stewart August 1992 - August 1995
Skills
Equities, Equity Research, Hedge Funds, Bloomberg, Fixed Income, Portfolio Management, Asset Managment, Valuation, Financial Modeling, Investment Management, Value Investing, Investments, Alternative Investments, Institutional..., Asset Management
Education
University of Pennsylvania - The Wharton School 1997 — 1999
Master of Business Administration (MBA), Accounting and Finance
Princeton University 1988 — 1992
BA, Economics
Acclivity Capital Management LLC March 2013 - Present
Temujin Fund Management April 2003 - March 2013
Putnam Investments August 1999 - March 2003
American Express Strategic Planning August 1995 - July 1997
Stern Stewart August 1992 - August 1995
Skills
Equities, Equity Research, Hedge Funds, Bloomberg, Fixed Income, Portfolio Management, Asset Managment, Valuation, Financial Modeling, Investment Management, Value Investing, Investments, Alternative Investments, Institutional..., Asset Management
Education
University of Pennsylvania - The Wharton School 1997 — 1999
Master of Business Administration (MBA), Accounting and Finance
Princeton University 1988 — 1992
BA, Economics
Doug Wallace's Putnam Investments Experience 1999 - 2005
Job Business Development Director at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc April 2014 - Present
Ameriprise Financial Services, Inc. June 2012 - April 2014
Investors Capital August 2006 - June 2012
OneAmerica Financial Partners Inc. 2005 - 2006
Putnam Investments 1999 - 2005
Skills
Recruiting, Marketing, Series 7, Series 63, Mutual Funds, Series 6, Retirement Planning, Asset Allocation, Wealth Management, Retirement, Series 24, Securities, Alternative Investments, 401k, FINRA, Investments, Investment Advisory, Uniform Combined State..., Financial Advisory, Investment Strategies
Education
Purdue University 1994 — 1998
B.A., Political Science and Sociology
Masconomett
Voya Financial Advisors, Inc April 2014 - Present
Ameriprise Financial Services, Inc. June 2012 - April 2014
Investors Capital August 2006 - June 2012
OneAmerica Financial Partners Inc. 2005 - 2006
Putnam Investments 1999 - 2005
Skills
Recruiting, Marketing, Series 7, Series 63, Mutual Funds, Series 6, Retirement Planning, Asset Allocation, Wealth Management, Retirement, Series 24, Securities, Alternative Investments, 401k, FINRA, Investments, Investment Advisory, Uniform Combined State..., Financial Advisory, Investment Strategies
Education
Purdue University 1994 — 1998
B.A., Political Science and Sociology
Masconomett
Chris OMalley's Putnam Investments Experience August 2001 - February 2008
Job Equity Analyst at Eaton Vance Management
Industry Investment Management
Experience
Eaton Vance Management February 2008 - November 2013
Putnam Investments August 2001 - February 2008
Skills
Equities, Wealth Management, Valuation, Financial Modeling, Alternative Investments, Equity Valuation, Private Equity, Emerging Markets, Mutual Funds, Investment Banking, Asset Management, Equity Research, Bloomberg, Hedge Funds, Portfolio Management, Fixed Income, Investments, Due Diligence, Financial Services, Finance, Mergers & Acquisitions, Asset Allocation, Financial Analysis, Investment Management
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA
Providence College 1989 — 1993
Eaton Vance Management February 2008 - November 2013
Putnam Investments August 2001 - February 2008
Skills
Equities, Wealth Management, Valuation, Financial Modeling, Alternative Investments, Equity Valuation, Private Equity, Emerging Markets, Mutual Funds, Investment Banking, Asset Management, Equity Research, Bloomberg, Hedge Funds, Portfolio Management, Fixed Income, Investments, Due Diligence, Financial Services, Finance, Mergers & Acquisitions, Asset Allocation, Financial Analysis, Investment Management
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA
Providence College 1989 — 1993
Andrew Klocek's Putnam Investments Experience May 2005 - December 2006
Job Sr. Systems Engineer
Industry Financial Services
Experience
Wellington Management November 2008 - Present
MGTI December 2006 - November 2008
Putnam Investments May 2005 - December 2006
Navisite, Inc. July 1999 - May 2005
Education
Plymouth State University 1992 — 1997
Wellington Management November 2008 - Present
MGTI December 2006 - November 2008
Putnam Investments May 2005 - December 2006
Navisite, Inc. July 1999 - May 2005
Education
Plymouth State University 1992 — 1997
Natalie Brennan's Putnam Investments Experience September 2000 - January 2005
Job HR Partner at Mercer
Industry Human Resources
Ray Lema's Putnam Investments Experience
Job Team Leader at Benefit Concepts Inc
Industry Insurance
Experience
Putnam Investments
Skills
Outlook, Lotus Notes, Microsoft Excel, Customer Service, Administrative..., Data Entry, Team Building, Management, Teaching, Process Improvement
Education
Providence College
Putnam Investments
Skills
Outlook, Lotus Notes, Microsoft Excel, Customer Service, Administrative..., Data Entry, Team Building, Management, Teaching, Process Improvement
Education
Providence College
Maureen Doyle-Spare's Putnam Investments Experience 1986 - 1989
Job Global LSA Wealth Management, Brokerage & Retirement at GENPACT
Industry Information Technology and Services
Experience
GENPACT 2014 - Present
Knowledgent 2013 - 2014
Citi 2012 - 2013
Citi - GTS Alternative Investment - Technology 2009 - 2012
SunGard - Asset Arena Transfer Agency 1997 - 2009
SunGard 1995 - 1997
SunGard 1992 - 1995
G.T. Global Investor Services, Inc. 1990 - 1992
Evergreen Investments 1989 - 1990
Putnam Investments 1986 - 1989
Skills
SDLC, Business Analysis, Requirements Gathering, Business Process..., Business Requirements, Software Documentation, Integration, Project Management, Visio, Business Process Design, Management, Process Improvement, MS Project, Vendor Management, Requirements Analysis, User Acceptance Testing, Strategy, Program Management, Systems Analysis, Mutual Funds, Financial Services, Product Management, SQL, Leadership, Software Project..., Team Management, Team Building, Hedge Funds, Agile Methodologies, Functional..., Back Office, PMO, Alternative Investments, Relationship Management, IT Strategy, Business Process..., Product Development, Training, Business Planning, Cross-functional Team..., IT Management, AML, Business Development, Software Implementation, Software Development, Testing, Governance, Solution Architecture, Project Portfolio..., Operations Management
Education
Providence College 1981 — 1985
BA, Humanities
Providence College
Bachelor of Arts (BA), Humanities/Humanistic Studies
GENPACT 2014 - Present
Knowledgent 2013 - 2014
Citi 2012 - 2013
Citi - GTS Alternative Investment - Technology 2009 - 2012
SunGard - Asset Arena Transfer Agency 1997 - 2009
SunGard 1995 - 1997
SunGard 1992 - 1995
G.T. Global Investor Services, Inc. 1990 - 1992
Evergreen Investments 1989 - 1990
Putnam Investments 1986 - 1989
Skills
SDLC, Business Analysis, Requirements Gathering, Business Process..., Business Requirements, Software Documentation, Integration, Project Management, Visio, Business Process Design, Management, Process Improvement, MS Project, Vendor Management, Requirements Analysis, User Acceptance Testing, Strategy, Program Management, Systems Analysis, Mutual Funds, Financial Services, Product Management, SQL, Leadership, Software Project..., Team Management, Team Building, Hedge Funds, Agile Methodologies, Functional..., Back Office, PMO, Alternative Investments, Relationship Management, IT Strategy, Business Process..., Product Development, Training, Business Planning, Cross-functional Team..., IT Management, AML, Business Development, Software Implementation, Software Development, Testing, Governance, Solution Architecture, Project Portfolio..., Operations Management
Education
Providence College 1981 — 1985
BA, Humanities
Providence College
Bachelor of Arts (BA), Humanities/Humanistic Studies
Brian Leite, CFA's Putnam Investments Experience January 1997 - January 1998
Job Head of Institutional Portfolio Management at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments October 2000 - April 2012
New England Financial January 2000 - October 2000
BNY Mellon January 1998 - January 2000
Putnam Investments January 1997 - January 1998
Home Loan & Investment Bank August 1995 - January 1997
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, 401k, Equities, Retirement, Investments, Investment Management, Investment Strategies, Relationship Management, Institutional..., Performance Attribution, Retirement Planning, Fixed Income, Hedge Funds, Asset Management, Alternative Investments, Portfolio Management, Investment Advisory, Wealth Management, Securities, FINRA, Bloomberg
Education
Providence College
Master of Business Administration (M.B.A.), Finance, General
Fidelity Investments April 2012 - Present
Fidelity Investments October 2000 - April 2012
New England Financial January 2000 - October 2000
BNY Mellon January 1998 - January 2000
Putnam Investments January 1997 - January 1998
Home Loan & Investment Bank August 1995 - January 1997
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, 401k, Equities, Retirement, Investments, Investment Management, Investment Strategies, Relationship Management, Institutional..., Performance Attribution, Retirement Planning, Fixed Income, Hedge Funds, Asset Management, Alternative Investments, Portfolio Management, Investment Advisory, Wealth Management, Securities, FINRA, Bloomberg
Education
Providence College
Master of Business Administration (M.B.A.), Finance, General
Sean de Lacy's Putnam Investments Experience January 2013 - Present
Job DCIO Key Account Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2013 - Present
Putnam Investments November 2011 - January 2013
Putnam Investments January 2010 - October 2011
John Hancock August 2004 - December 2009
Education
Quinnipiac University
Putnam Investments January 2013 - Present
Putnam Investments November 2011 - January 2013
Putnam Investments January 2010 - October 2011
John Hancock August 2004 - December 2009
Education
Quinnipiac University
Maggie Campbell's Putnam Investments Experience 1997 - 1998
Job
Industry Human Resources
Experience
Cabot Corporation September 2014 - Present
John Hancock Life Insurance Company (U.S.A.) September 2012 - 2014
John Hancock Life Insurance Company (U.S.A.) 2010 - September 2012
John Hancock Life Insurance Company (U.S.A.) 2008 - 2010
Houghton Mifflin 1999 - 2008
Prism Rehab 1998 - 1999
Putnam Investments 1997 - 1998
Payette Associates 1996 - 1997
Skills
Executive Pay, Deferred Compensation, HRIS, Performance Management, Mergers, 401k, Process Improvement, Payroll, Data Analysis, Vendor Management, Management, Compensation & Benefit
Education
Providence College 1992 — 1996
BA
Cabot Corporation September 2014 - Present
John Hancock Life Insurance Company (U.S.A.) September 2012 - 2014
John Hancock Life Insurance Company (U.S.A.) 2010 - September 2012
John Hancock Life Insurance Company (U.S.A.) 2008 - 2010
Houghton Mifflin 1999 - 2008
Prism Rehab 1998 - 1999
Putnam Investments 1997 - 1998
Payette Associates 1996 - 1997
Skills
Executive Pay, Deferred Compensation, HRIS, Performance Management, Mergers, 401k, Process Improvement, Payroll, Data Analysis, Vendor Management, Management, Compensation & Benefit
Education
Providence College 1992 — 1996
BA
Marcy Devik's Putnam Investments Experience 2012 - 2015
Job IT Professional
Industry Information Technology and Services
Experience
Putnam Investments 2012 - 2015
Putnam Investments December 1996 - October 2011
Skills
Business Analysis, Visio, Vendor Management, Unix, Troubleshooting, Servers, SDLC, Project Management, Process Improvement, Lotus Notes, Disaster Recovery
Education
Plymouth State University
Putnam Investments 2012 - 2015
Putnam Investments December 1996 - October 2011
Skills
Business Analysis, Visio, Vendor Management, Unix, Troubleshooting, Servers, SDLC, Project Management, Process Improvement, Lotus Notes, Disaster Recovery
Education
Plymouth State University
Dan Tilton's Putnam Investments Experience January 2012 - Present
Job Client Service Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2012 - Present
Retirement Alliance March 2007 - January 2012
ACS 2004 - 2007
Scudder Investments 1999 - 2003
Skills
401k, Defined Contribution, Retirement, ERISA, Pensions, Defined Benefit, Retirement Planning, Pension Administration, Asset Allocation, Retirement Plan..., Qualified Retirement..., Financial Services, Investments
Education
Plymouth State University 1993 — 1997
Bachelor's degree, Public Management
Putnam Investments January 2012 - Present
Retirement Alliance March 2007 - January 2012
ACS 2004 - 2007
Scudder Investments 1999 - 2003
Skills
401k, Defined Contribution, Retirement, ERISA, Pensions, Defined Benefit, Retirement Planning, Pension Administration, Asset Allocation, Retirement Plan..., Qualified Retirement..., Financial Services, Investments
Education
Plymouth State University 1993 — 1997
Bachelor's degree, Public Management
Amy Corrigan's Putnam Investments Experience February 2001 - September 2002
Job Accountant at Constitution Marina
Industry Accounting
Experience
Constitution Marina July 2015 - Present
Merrimack Valley YMCA February 2013 - June 2015
Corrigan Law Offices, PC September 2008 - February 2013
Putnam Investments February 2001 - September 2002
Brown Brothers Harriman March 1994 - November 1999
Education
Providence College 1986 — 1990
B.S., Business Administration
Constitution Marina July 2015 - Present
Merrimack Valley YMCA February 2013 - June 2015
Corrigan Law Offices, PC September 2008 - February 2013
Putnam Investments February 2001 - September 2002
Brown Brothers Harriman March 1994 - November 1999
Education
Providence College 1986 — 1990
B.S., Business Administration
Jeff Desmond's Putnam Investments Experience 2000 - 2005
Job Trust Oversight Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments April 2012 - November 2014
Fidelity Investments August 2011 - April 2012
Fidelity Investments December 2005 - August 2011
Putnam Investments 2000 - 2005
Skills
Bloomberg, Fixed Income, Financial Analysis, Financial Reporting, Fund Accounting, Risk Management
Education
Suffolk University - Sawyer School of Management 2006 — 2010
MBA
Plymouth State University 1996 — 2000
BS Business Management
Fidelity Investments November 2014 - Present
Fidelity Investments April 2012 - November 2014
Fidelity Investments August 2011 - April 2012
Fidelity Investments December 2005 - August 2011
Putnam Investments 2000 - 2005
Skills
Bloomberg, Fixed Income, Financial Analysis, Financial Reporting, Fund Accounting, Risk Management
Education
Suffolk University - Sawyer School of Management 2006 — 2010
MBA
Plymouth State University 1996 — 2000
BS Business Management
Scott Preve's Putnam Investments Experience October 1998 - Present
Job Manager Investment Compliance Systems at Putnam Investments
Industry Investment Management
Experience
Putnam Investments October 1998 - Present
Berkshire Group LP July 1998 - September 1998
Education
Plymouth State University 1991 — 1995
Putnam Investments October 1998 - Present
Berkshire Group LP July 1998 - September 1998
Education
Plymouth State University 1991 — 1995
James DePierre's Putnam Investments Experience May 2011 - December 2011
Job Operations Analyst at Copper Rock Capital
Industry Financial Services
Experience
Copper Rock Capital February 2012 - Present
Putnam Investments May 2011 - December 2011
Old Mutual Asset Management November 2010 - May 2011
State Street Global Advisors February 2009 - December 2009
State Street Bank July 2007 - December 2008
Columbia Management January 2001 - December 2006
Putnam Investments January 1998 - January 2001
Skills
Equities, Fixed Income, Portfolio Management, Business Analysis, Mutual Funds, Asset Management, Investments, Financial Services, Process Improvement
Education
Purdue University 1993 — 1997
BS, Accounting
Copper Rock Capital February 2012 - Present
Putnam Investments May 2011 - December 2011
Old Mutual Asset Management November 2010 - May 2011
State Street Global Advisors February 2009 - December 2009
State Street Bank July 2007 - December 2008
Columbia Management January 2001 - December 2006
Putnam Investments January 1998 - January 2001
Skills
Equities, Fixed Income, Portfolio Management, Business Analysis, Mutual Funds, Asset Management, Investments, Financial Services, Process Improvement
Education
Purdue University 1993 — 1997
BS, Accounting
Rob Greeley's Putnam Investments Experience September 1998 - December 2011
Job Wholesaler at American Funds
Industry Financial Services
Experience
American Funds December 2011 - Present
Putnam Investments September 1998 - December 2011
Skills
Retirement Plan..., Series 7, Mutual Funds, Series 63, Insurance Licenses - CA...
Education
Providence College 1994 — 1998
B.S., Accounting
American Funds December 2011 - Present
Putnam Investments September 1998 - December 2011
Skills
Retirement Plan..., Series 7, Mutual Funds, Series 63, Insurance Licenses - CA...
Education
Providence College 1994 — 1998
B.S., Accounting
Lee Elmowitz's Putnam Investments Experience June 1998 - October 2000
Job Operations Manager at ING Retirment Services
Industry Financial Services
Experience
ING Advisors Network 2005 - Present
ING Retirment Service October 2000 - July 2009
ING 2007 - 2008
Putnam Investments June 1998 - October 2000
Skills
Business Analysis, Banking, Process Improvement, Financial Services, Risk Management, Strategic Planning, Relationship Management, Business Process..., Change Management, Insurance, Vendor Management, Analysis, Outsourcing, Portfolio Management, Program Management
Education
University of Phoenix 2003 — 2005
Business Management
Queens College 1981 — 1984
Music
ING Advisors Network 2005 - Present
ING Retirment Service October 2000 - July 2009
ING 2007 - 2008
Putnam Investments June 1998 - October 2000
Skills
Business Analysis, Banking, Process Improvement, Financial Services, Risk Management, Strategic Planning, Relationship Management, Business Process..., Change Management, Insurance, Vendor Management, Analysis, Outsourcing, Portfolio Management, Program Management
Education
University of Phoenix 2003 — 2005
Business Management
Queens College 1981 — 1984
Music
Sharon Burns (Crowley)'s Putnam Investments Experience 1996 - 1999
Job Pension Administration Consultant at Towers Watson
Industry Human Resources
Experience
Towers Watson March 1999 - Present
Putnam Investments 1996 - 1999
Education
Providence College 1992 — 1996
Bachelor's, Accounting
Harwich High School 1988 — 1992
Towers Watson March 1999 - Present
Putnam Investments 1996 - 1999
Education
Providence College 1992 — 1996
Bachelor's, Accounting
Harwich High School 1988 — 1992
Ed Bell's Putnam Investments Experience May 1996 - May 2000
Job Founder & President at 3S Con
Industry Financial Services
Experience
3S Con 2011 - Present
Massachusetts Senate & House 2009 - August 2013
ING March 2003 - May 2008
Commonwealth Financial Network May 2000 - March 2003
Putnam Investments May 1996 - May 2000
GE May 1986 - May 1996
Skills
IT Strategy, Strategy, Project Management, Vendor Management, Financial Services, Leadership, Integration, ITIL, Management, CRM, Business Process..., Strategic Planning, Analysis, Business Intelligence, Information Technology, Consulting, Business Strategy, Program Management, Executive Management, Enterprise Software, Start-ups, Team Building, Process Improvement, Project Portfolio..., Business Analysis, Governance, Management Consulting, Negotiation, SDLC, IT Management, ERP, Budgets, Six Sigma, Training, Data Warehousing, Business Process, Competitive Analysis, Change Management, Networking, Human Resources, Outsourcing, PMO, Risk Management, Team Leadership, ITIL v3 Foundations..., Six Sigma Executive...
Education
Purdue University - Krannert School of Management 1990 — 1992
Masters, Management
3S Con 2011 - Present
Massachusetts Senate & House 2009 - August 2013
ING March 2003 - May 2008
Commonwealth Financial Network May 2000 - March 2003
Putnam Investments May 1996 - May 2000
GE May 1986 - May 1996
Skills
IT Strategy, Strategy, Project Management, Vendor Management, Financial Services, Leadership, Integration, ITIL, Management, CRM, Business Process..., Strategic Planning, Analysis, Business Intelligence, Information Technology, Consulting, Business Strategy, Program Management, Executive Management, Enterprise Software, Start-ups, Team Building, Process Improvement, Project Portfolio..., Business Analysis, Governance, Management Consulting, Negotiation, SDLC, IT Management, ERP, Budgets, Six Sigma, Training, Data Warehousing, Business Process, Competitive Analysis, Change Management, Networking, Human Resources, Outsourcing, PMO, Risk Management, Team Leadership, ITIL v3 Foundations..., Six Sigma Executive...
Education
Purdue University - Krannert School of Management 1990 — 1992
Masters, Management
Karen Reggiannini's Putnam Investments Experience 1989 - 1994
Job Realtor at William Raveis Real Estate
Industry Real Estate
Experience
William Raveis-Real Estate, Mortgage, Insurance 2009 - Present
State Street Research 1994 - 1999
Putnam Investments 1989 - 1994
Putnam 1989 - 1994
Skills
Residential Real..., Short Sales, Condos, Sellers, Investments, Buyer Representation, Real Estate, First Time Home Buyers, Loans, Marketing Strategy, Selling
Education
Providence College 1985 — 1989
BA
Hingham
William Raveis-Real Estate, Mortgage, Insurance 2009 - Present
State Street Research 1994 - 1999
Putnam Investments 1989 - 1994
Putnam 1989 - 1994
Skills
Residential Real..., Short Sales, Condos, Sellers, Investments, Buyer Representation, Real Estate, First Time Home Buyers, Loans, Marketing Strategy, Selling
Education
Providence College 1985 — 1989
BA
Hingham
Ken Bruce's Putnam Investments Experience November 1992 - August 1996
Job Testing Coordinator
Industry Education Management
Experience
Berlitz April 2009 - Present
Merrill Lynch September 1996 - February 2008
Putnam Investments November 1992 - August 1996
Skills
Social Media, ESL, Organizational..., Staff Development, Spanish, Microsoft Office, Instructional Design, Teaching, Curriculum Design, Foreign Languages, E-Learning, Leadership Development, Social Media Marketing, PowerPoint, Team Building, Research, Marketing, Curriculum Development
Education
Providence College 1987 — 1992
Bachelor of Arts (BA), History
Millburn High School 1984 — 1987
Diploma
Berlitz April 2009 - Present
Merrill Lynch September 1996 - February 2008
Putnam Investments November 1992 - August 1996
Skills
Social Media, ESL, Organizational..., Staff Development, Spanish, Microsoft Office, Instructional Design, Teaching, Curriculum Design, Foreign Languages, E-Learning, Leadership Development, Social Media Marketing, PowerPoint, Team Building, Research, Marketing, Curriculum Development
Education
Providence College 1987 — 1992
Bachelor of Arts (BA), History
Millburn High School 1984 — 1987
Diploma
David Shemligian's Putnam Investments Experience 1994 - 1995
Job Property Management
Industry Real Estate
Experience
Self Employed June 2003 - Present
State Street Bank September 1995 - October 2003
Putnam Investments 1994 - 1995
Liberty Funds Group 1993 - 1994
Tufts Health Plan 1992 - 1993
Education
Providence College 1986 — 1990
BA, Sociology
The Rivers School 1982 — 1986
Liberal Arts
Self Employed June 2003 - Present
State Street Bank September 1995 - October 2003
Putnam Investments 1994 - 1995
Liberty Funds Group 1993 - 1994
Tufts Health Plan 1992 - 1993
Education
Providence College 1986 — 1990
BA, Sociology
The Rivers School 1982 — 1986
Liberal Arts
Peter Ferrelli's Putnam Investments Experience February 1986 - Present
Job Director, Global Institutional Client Service
Industry Financial Services
Experience
Putnam Investments February 1986 - Present
Skills
Mutual Funds, Series 7, CRM, Client Services, Corporate Actions, Financial Reporting, Investment Banking, Investment Advisory, Equity Trading, Leadership, Finance, Financial Risk, Investments, Cross Selling, Cash Management, Loans, Strategic Planning, Business Analysis, Fund Accounting
Education
Plymouth State University 1981 — 1985
BS, Business Administration and Marketing
Putnam Investments February 1986 - Present
Skills
Mutual Funds, Series 7, CRM, Client Services, Corporate Actions, Financial Reporting, Investment Banking, Investment Advisory, Equity Trading, Leadership, Finance, Financial Risk, Investments, Cross Selling, Cash Management, Loans, Strategic Planning, Business Analysis, Fund Accounting
Education
Plymouth State University 1981 — 1985
BS, Business Administration and Marketing
Bob North's Putnam Investments Experience May 2011 - Present
Job Operations Leader at Putnam Investments
Industry Financial Services
Experience
Putnam Investments May 2011 - Present
Putnam Investments March 2004 - May 2011
Putnam Investments January 2001 - March 2004
Putnam Investments May 1996 - January 2001
Colonial Management Associates / Liberty Financial Companies 1992 - 1996
Ivy Funds February 1989 - May 1992
Skills
Mutual Funds, Transfer Agency, Financial Services, Alternative Investments, Securities, Corporate Actions, FINRA, Series 63, Series 6, Retirement, Series 7, Business Analysis, Vendor Management, Risk Management
Education
Providence College 1983 — 1988
BA, Finance
Putnam Investments May 2011 - Present
Putnam Investments March 2004 - May 2011
Putnam Investments January 2001 - March 2004
Putnam Investments May 1996 - January 2001
Colonial Management Associates / Liberty Financial Companies 1992 - 1996
Ivy Funds February 1989 - May 1992
Skills
Mutual Funds, Transfer Agency, Financial Services, Alternative Investments, Securities, Corporate Actions, FINRA, Series 63, Series 6, Retirement, Series 7, Business Analysis, Vendor Management, Risk Management
Education
Providence College 1983 — 1988
BA, Finance
Bradford Lebeau's Putnam Investments Experience August 2006 - December 2006
Job Business Analyst & Project Manager
Industry Financial Services
Experience
HarbourVest Partners May 2014 - Present
Brown Brothers Harriman October 2012 - June 2014
Brown Brothers Harriman April 2008 - October 2012
State Street Bank 2007 - 2008
Putnam Investments August 2006 - December 2006
MEDITECH May 2005 - August 2005
MEDITECH May 2004 - August 2004
Skills
Corporate Actions, Global Custody, Bloomberg, Mutual Funds, Securities, Fixed Income, Equities, Series 7, DTC, Fund Accounting, Investments, Settlement, Middle Office, Fund Administration, Securities Lending, Bloomberg Terminal, SWIFT payments, Back Office, SWIFT messaging, Trading Systems, Financial Services, Business Analysis, Operational Risk..., Business Requirements, Foreign Exchange, Technical Analysis, Financial Markets, Analysis, Business Development, Management
Education
Southern Connecticut State University 2003 — 2006
Bachelor's Degree, Business Management
Quinnipiac University 2001 — 2003
Business Management
HarbourVest Partners May 2014 - Present
Brown Brothers Harriman October 2012 - June 2014
Brown Brothers Harriman April 2008 - October 2012
State Street Bank 2007 - 2008
Putnam Investments August 2006 - December 2006
MEDITECH May 2005 - August 2005
MEDITECH May 2004 - August 2004
Skills
Corporate Actions, Global Custody, Bloomberg, Mutual Funds, Securities, Fixed Income, Equities, Series 7, DTC, Fund Accounting, Investments, Settlement, Middle Office, Fund Administration, Securities Lending, Bloomberg Terminal, SWIFT payments, Back Office, SWIFT messaging, Trading Systems, Financial Services, Business Analysis, Operational Risk..., Business Requirements, Foreign Exchange, Technical Analysis, Financial Markets, Analysis, Business Development, Management
Education
Southern Connecticut State University 2003 — 2006
Bachelor's Degree, Business Management
Quinnipiac University 2001 — 2003
Business Management
William E. Barnett's Putnam Investments Experience September 1998 - Present
Job Senior Regional Marketing Director for Putnam Investments
Industry Financial Services
Experience
Putnam Investments September 1998 - Present
First Union National Bank June 1995 - May 1998
Skills
Series 65, Series 24, Fixed Income, Separately Managed..., Alternative Investments, Equities, Investments, Asset Allocation, Series 6, FINRA, Hedge Funds, Asset Managment, Portfolio Management, 401k, Wealth Management, Series 7, Series 63, Financial Planners, Financial Wholesaler
Education
Pomona College 1988 — 1992
Bachelor of Arts (BA), Philosophy
La Jolla High School 1984 — 1988
Putnam Investments September 1998 - Present
First Union National Bank June 1995 - May 1998
Skills
Series 65, Series 24, Fixed Income, Separately Managed..., Alternative Investments, Equities, Investments, Asset Allocation, Series 6, FINRA, Hedge Funds, Asset Managment, Portfolio Management, 401k, Wealth Management, Series 7, Series 63, Financial Planners, Financial Wholesaler
Education
Pomona College 1988 — 1992
Bachelor of Arts (BA), Philosophy
La Jolla High School 1984 — 1988
Laura Clifford's Putnam Investments Experience May 2008 - August 2008
Job Merchant Services at Chase Paymentech
Industry Investment Management
Experience
Chase Paymentech April 2010 - Present
WellPoint November 2009 - March 2010
Putnam Investments May 2008 - August 2008
Putnam Investments July 2007 - August 2007
Shaw's Supermarkets 2001 - 2006
Skills
Microsoft Office, Customer Service
Education
Plymouth State University 2006 — 2009
Business Management
Chase Paymentech April 2010 - Present
WellPoint November 2009 - March 2010
Putnam Investments May 2008 - August 2008
Putnam Investments July 2007 - August 2007
Shaw's Supermarkets 2001 - 2006
Skills
Microsoft Office, Customer Service
Education
Plymouth State University 2006 — 2009
Business Management
Billy Grimes's Putnam Investments Experience October 1991 - January 1997
Job Financial Advisor at Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management July 2012 - Present
LPL Financial June 2009 - June 2012
Sun Life Financial December 2006 - June 2009
Allianz April 2005 - August 2006
Guardian Life Insurance February 2001 - April 2005
Transamerica January 1998 - January 2000
Phoenix Investment Partners January 1997 - December 1998
Putnam Investments October 1991 - January 1997
Skills
Retirement, Series 7, Fixed Annuities, Mutual Funds, Retirement Planning, Series 63, Series 6, Finance, Asset Allocation, Variable Annuities, Financial Advisory, Wealth Management, 401k, IRAs, Series 65, Mortgage Lending, Securities, Investment Advisory
Education
Providence College 1987 — 1991
B.S., Business
Citi Personal Wealth Management July 2012 - Present
LPL Financial June 2009 - June 2012
Sun Life Financial December 2006 - June 2009
Allianz April 2005 - August 2006
Guardian Life Insurance February 2001 - April 2005
Transamerica January 1998 - January 2000
Phoenix Investment Partners January 1997 - December 1998
Putnam Investments October 1991 - January 1997
Skills
Retirement, Series 7, Fixed Annuities, Mutual Funds, Retirement Planning, Series 63, Series 6, Finance, Asset Allocation, Variable Annuities, Financial Advisory, Wealth Management, 401k, IRAs, Series 65, Mortgage Lending, Securities, Investment Advisory
Education
Providence College 1987 — 1991
B.S., Business
Rosette Fragoso Figueiredo's Putnam Investments Experience 1997 - 2001
Job Office and Operations Management in Financial Services
Industry Financial Services
Experience
Brooks Eckerd Pharmacy 2005 - 2007
The Children's Place 2004 - 2005
Blue Cross & Blue Shield of Rhode Island 2002 - 2003
Putnam Investments 1997 - 2001
Fleet Bank/Bank of America 1994 - 1997
Fleet Bank 1990 - 1994
Skills
Office Management, Management, Leadership, Finance, Banking, Financial Services, Cash Management, Human Resources, Microsoft Office, Accounting, Bookkeeping
Education
Providence College
M.B.A., Management
Rhode Island College
B.S., Management
Brooks Eckerd Pharmacy 2005 - 2007
The Children's Place 2004 - 2005
Blue Cross & Blue Shield of Rhode Island 2002 - 2003
Putnam Investments 1997 - 2001
Fleet Bank/Bank of America 1994 - 1997
Fleet Bank 1990 - 1994
Skills
Office Management, Management, Leadership, Finance, Banking, Financial Services, Cash Management, Human Resources, Microsoft Office, Accounting, Bookkeeping
Education
Providence College
M.B.A., Management
Rhode Island College
B.S., Management
Traxson Hallagan's Putnam Investments Experience November 1998 - April 1999
Job Sr Manager Software Engineering Development Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments February 2011 - January 2012
Fidelity Investments September 2007 - February 2011
Infor Global Solutions April 1999 - September 2007
Putnam Investments November 1998 - April 1999
Putnam Investments April 1998 - October 1998
Putnam Investments March 1997 - April 1998
Putnam Investments November 1996 - March 1997
Putnam Investments April 1996 - November 1996
Skills
Software Quality..., Software Project..., Software Analysis, Technology Management, Agile Methodologies, Software Quality..., Business Analysis, Quality Assurance, Requirements Analysis, SDLC, Requirements Gathering, Vendor Management, Process Improvement, Visio, Systems Analysis, Testing, SQL, Project Management, Leadership, Resource Management
Education
Providence College 1992 — 1995
BA, English major, Biology minor
Fidelity Investments January 2012 - Present
Fidelity Investments February 2011 - January 2012
Fidelity Investments September 2007 - February 2011
Infor Global Solutions April 1999 - September 2007
Putnam Investments November 1998 - April 1999
Putnam Investments April 1998 - October 1998
Putnam Investments March 1997 - April 1998
Putnam Investments November 1996 - March 1997
Putnam Investments April 1996 - November 1996
Skills
Software Quality..., Software Project..., Software Analysis, Technology Management, Agile Methodologies, Software Quality..., Business Analysis, Quality Assurance, Requirements Analysis, SDLC, Requirements Gathering, Vendor Management, Process Improvement, Visio, Systems Analysis, Testing, SQL, Project Management, Leadership, Resource Management
Education
Providence College 1992 — 1995
BA, English major, Biology minor
Jim Haslam's Putnam Investments Experience August 1999 - March 2015
Job Global Head, Data Center & Distributed Systems Operations
Industry Financial Services
Experience
Marsh & McLennan Companies March 2015 - Present
Putnam Investments August 1999 - March 2015
Liberty Mutual 1984 - 1999
Skills
Disaster Recovery, Cloud Computing, SDLC, Vendor Management, Data Center, IT Strategy, IT Management, Process Improvement, Virtualization, Program Management, Business Analysis, Business Intelligence, IT Operations, Enterprise Architecture, Integration, Information Technology, Management
Education
University of New Hampshire - Whittemore School of Business and Economics 1993 — 1995
MBA
Plymouth State University 1979 — 1983
BS, Management
Marsh & McLennan Companies March 2015 - Present
Putnam Investments August 1999 - March 2015
Liberty Mutual 1984 - 1999
Skills
Disaster Recovery, Cloud Computing, SDLC, Vendor Management, Data Center, IT Strategy, IT Management, Process Improvement, Virtualization, Program Management, Business Analysis, Business Intelligence, IT Operations, Enterprise Architecture, Integration, Information Technology, Management
Education
University of New Hampshire - Whittemore School of Business and Economics 1993 — 1995
MBA
Plymouth State University 1979 — 1983
BS, Management
Seamus S. Young, CFA's Putnam Investments Experience January 2013 - Present
Job Investment Director, Global Asset Allocation at Putnam Investments
Industry Investment Management
Experience
Putnam Investments January 2013 - Present
Putnam Investments November 2011 - December 2012
Putnam Investments January 2010 - November 2011
Putnam Investments January 2009 - December 2009
McGivney & Kluger, PC November 2008 - January 2009
The Wheeling Nailers, The Pittsburgh Penguin's East Coast Hockey League Affiliate September 2007 - August 2008
Victoria Salmon Kings September 2006 - August 2007
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Bloomberg, Lipper, Morningstar Direct, Microsoft Excel, Investment Management, Investment Strategies
Education
Princeton University 2002 — 2006
BA
Putnam Investments January 2013 - Present
Putnam Investments November 2011 - December 2012
Putnam Investments January 2010 - November 2011
Putnam Investments January 2009 - December 2009
McGivney & Kluger, PC November 2008 - January 2009
The Wheeling Nailers, The Pittsburgh Penguin's East Coast Hockey League Affiliate September 2007 - August 2008
Victoria Salmon Kings September 2006 - August 2007
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Bloomberg, Lipper, Morningstar Direct, Microsoft Excel, Investment Management, Investment Strategies
Education
Princeton University 2002 — 2006
BA
Sheila Blomquist's Putnam Investments Experience April 1995 - February 1998
Job Consultant at MA/RI League for Nursing
Industry Nonprofit Organization Management
Experience
MA/RI League for Nursing September 2004 - Present
Fidelity Investments March 2001 - November 2002
Fidelity Investments March 1998 - February 2001
Putnam Investments April 1995 - February 1998
Putnam Investments October 1992 - March 1995
Skills
Series 7, Series 63, 401k, Retirement, Financial Services, Financial Reporting, Customer Service, Investment Management, Fund Accounting, Fixed Income, Long-term Care, Health Education, Risk Management, Program Management, Leadership, Teaching, Strategic Planning, Program Development, Higher Education
Education
Providence College 1986 — 1990
Finance
MA/RI League for Nursing September 2004 - Present
Fidelity Investments March 2001 - November 2002
Fidelity Investments March 1998 - February 2001
Putnam Investments April 1995 - February 1998
Putnam Investments October 1992 - March 1995
Skills
Series 7, Series 63, 401k, Retirement, Financial Services, Financial Reporting, Customer Service, Investment Management, Fund Accounting, Fixed Income, Long-term Care, Health Education, Risk Management, Program Management, Leadership, Teaching, Strategic Planning, Program Development, Higher Education
Education
Providence College 1986 — 1990
Finance
Jeffrey Buote's Putnam Investments Experience October 1996 - February 1999
Job VP Capital MGMT Finance MGR CM Strategic Initiatives and Data MGNT
Industry Financial Services
Experience
Bank of America February 1999 - Present
Bank of America March 2010 - October 2011
Bank of America September 2004 - October 2011
Bank of America March 2007 - July 2008
Fleet Bank April 2002 - August 2004
Bank Boston February 1999 - April 2002
Putnam Investments October 1996 - February 1999
State Street 1993 - 1995
Skills
Financial Risk, Risk Management, Financial Services, Portfolio Management, Basel II, Banking, Equities, Fixed Income, Relationship Management, Credit Risk, Derivatives, Investments, Asset Management, Finance, Trading, Management, Vendor Management, Capital Markets
Education
Six Sigma 2007 — 2008
Green Belt Design for Six Sigma
Xaverian Brothers High School 1984 — 1988
NASD
Series-7 License, Formerly Sponsored with Bank Boston
Providence College
Bachelor of Science, Marketing
Suffolk University - Sawyer Business School
MBA, Business Law, International Law and Intellectual Property
Bank of America February 1999 - Present
Bank of America March 2010 - October 2011
Bank of America September 2004 - October 2011
Bank of America March 2007 - July 2008
Fleet Bank April 2002 - August 2004
Bank Boston February 1999 - April 2002
Putnam Investments October 1996 - February 1999
State Street 1993 - 1995
Skills
Financial Risk, Risk Management, Financial Services, Portfolio Management, Basel II, Banking, Equities, Fixed Income, Relationship Management, Credit Risk, Derivatives, Investments, Asset Management, Finance, Trading, Management, Vendor Management, Capital Markets
Education
Six Sigma 2007 — 2008
Green Belt Design for Six Sigma
Xaverian Brothers High School 1984 — 1988
NASD
Series-7 License, Formerly Sponsored with Bank Boston
Providence College
Bachelor of Science, Marketing
Suffolk University - Sawyer Business School
MBA, Business Law, International Law and Intellectual Property
Franco Maniaci, CFA's Putnam Investments Experience November 2007 - June 2010
Job Portfolio Analyst Global Fixed Income at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management July 2010 - Present
Putnam Investments November 2007 - June 2010
Pioneer Investments February 2005 - October 2007
Education
Providence College 1998 — 2002
BS, Finance
Standish Mellon Asset Management July 2010 - Present
Putnam Investments November 2007 - June 2010
Pioneer Investments February 2005 - October 2007
Education
Providence College 1998 — 2002
BS, Finance
Brooke Logan's Putnam Investments Experience October 1997 - February 1999
Job Client Database Manager
Industry Venture Capital & Private Equity
Experience
HarbourVest Partners June 2003 - Present
Summit Partners October 1999 - June 2003
Computer Associates, Inc February 1999 - October 1999
Putnam Investments October 1997 - February 1999
Skills
Investments, Private Equity, Venture Capital, Due Diligence, Valuation, Alternative Investments, Asset Managment, Portfolio Management, Start-ups, Mutual Funds, Corporate Development, Business Strategy, Business Development, Fund Of Funds
Education
Plymouth State University 1994 — 1997
BS, Mathematics, Education
University of New Hampshire 1992 — 1994
Civil Engineer
Littleton High School 1988 — 1992
HarbourVest Partners June 2003 - Present
Summit Partners October 1999 - June 2003
Computer Associates, Inc February 1999 - October 1999
Putnam Investments October 1997 - February 1999
Skills
Investments, Private Equity, Venture Capital, Due Diligence, Valuation, Alternative Investments, Asset Managment, Portfolio Management, Start-ups, Mutual Funds, Corporate Development, Business Strategy, Business Development, Fund Of Funds
Education
Plymouth State University 1994 — 1997
BS, Mathematics, Education
University of New Hampshire 1992 — 1994
Civil Engineer
Littleton High School 1988 — 1992
Carol Belcher's Putnam Investments Experience March 1982 - September 1984
Job
Industry Information Technology and Services
Experience
MetLife August 1985 - January 2015
Putnam Investments March 1982 - September 1984
Skills
Management, Microsoft Excel, Leadership, PeopleSoft, PMO, Accounting, Portfolio Management, Financial Services, Financial Analysis, Consulting, CA Clarity
Education
Plymouth State University 1977 — 1981
Bachelor of Science (B.S.), Business Administration and Management, General
Trinity High School 1973 — 1977
MetLife August 1985 - January 2015
Putnam Investments March 1982 - September 1984
Skills
Management, Microsoft Excel, Leadership, PeopleSoft, PMO, Accounting, Portfolio Management, Financial Services, Financial Analysis, Consulting, CA Clarity
Education
Plymouth State University 1977 — 1981
Bachelor of Science (B.S.), Business Administration and Management, General
Trinity High School 1973 — 1977
Kyle Manacek's Putnam Investments Experience September 2004 - December 2006
Job Pricing Manager at State Street Bank
Industry Financial Services
Experience
State Street Corporation March 2010 - Present
State Street Corporation January 2008 - March 2010
State Street Corporation January 2007 - December 2007
Putnam Investments September 2004 - December 2006
Putnam Investments April 2002 - September 2004
Putnam Investments November 2000 - April 2002
Education
Providence College 1996 — 2000
BS, Management
State Street Corporation March 2010 - Present
State Street Corporation January 2008 - March 2010
State Street Corporation January 2007 - December 2007
Putnam Investments September 2004 - December 2006
Putnam Investments April 2002 - September 2004
Putnam Investments November 2000 - April 2002
Education
Providence College 1996 — 2000
BS, Management
Adrienne Freeman's Putnam Investments Experience January 1998 - May 2001
Job Executive Assistant at CareFirst BlueCross BlueShield
Industry Hospital & Health Care
Experience
CareFirst BlueCross BlueShield March 2011 - Present
Hyatt Regency Baltimore August 2001 - Present
Preston Partners, Inc. September 2007 - March 2011
HMS Insurance Associates, Inc. September 2002 - January 2007
Putnam Investments January 1998 - May 2001
Rockland Day Care October 1991 - January 1998
Skills
Insurance, HRIS, Account Management, Human Resources, Management, Employee Relations, Benefits Negotiation, Customer Service, Strategic Planning
Education
Quincy College 1998 — 2000
AA, General
CareFirst BlueCross BlueShield March 2011 - Present
Hyatt Regency Baltimore August 2001 - Present
Preston Partners, Inc. September 2007 - March 2011
HMS Insurance Associates, Inc. September 2002 - January 2007
Putnam Investments January 1998 - May 2001
Rockland Day Care October 1991 - January 1998
Skills
Insurance, HRIS, Account Management, Human Resources, Management, Employee Relations, Benefits Negotiation, Customer Service, Strategic Planning
Education
Quincy College 1998 — 2000
AA, General
Joseph Stowell's Putnam Investments Experience July 1996 - January 2001
Job Chief Compliance Officer at Oechsle International Advisors
Industry Financial Services
Experience
Oechsle International Advisors January 2001 - Present
Putnam Investments July 1996 - January 2001
State Street Bank October 1995 - June 1996
Scudder Investments February 1994 - October 1995
Education
Plymouth State University 1990 — 1993
BS, Accounting
Oechsle International Advisors January 2001 - Present
Putnam Investments July 1996 - January 2001
State Street Bank October 1995 - June 1996
Scudder Investments February 1994 - October 1995
Education
Plymouth State University 1990 — 1993
BS, Accounting
Nadia Fournier's Putnam Investments Experience October 1997 - November 2009
Job Financial Services Professional
Industry Financial Services
Experience
Putnam Investments October 1997 - November 2009
Skills
Investments, Retirement Planning
Education
Plymouth State University
Associate's degree, Business Administration and Management, General
Putnam Investments October 1997 - November 2009
Skills
Investments, Retirement Planning
Education
Plymouth State University
Associate's degree, Business Administration and Management, General
Kelly Janian's Putnam Investments Experience March 2007 - May 2012
Job Finance at Keurig Green Mountain
Industry Consumer Goods
Experience
Keurig March 2014 - Present
Flame Laminating Corp August 2013 - February 2014
Putnam Investments March 2007 - May 2012
Putnam Investments June 2005 - March 2007
Putnam Investments October 2001 - June 2005
Skills
Financial Analysis, Financial Reporting, Finance, Accounting, Strategic Financial..., Financial Modeling, Investments, Auditing, Asset Management, Corporate Finance, Internal Controls, Financial Services, Due Diligence, Sarbanes-Oxley Act, Forecasting
Education
Providence College 1994 — 1998
Bachelor of Science, Finance
Keurig March 2014 - Present
Flame Laminating Corp August 2013 - February 2014
Putnam Investments March 2007 - May 2012
Putnam Investments June 2005 - March 2007
Putnam Investments October 2001 - June 2005
Skills
Financial Analysis, Financial Reporting, Finance, Accounting, Strategic Financial..., Financial Modeling, Investments, Auditing, Asset Management, Corporate Finance, Internal Controls, Financial Services, Due Diligence, Sarbanes-Oxley Act, Forecasting
Education
Providence College 1994 — 1998
Bachelor of Science, Finance
Alan Bankart's Putnam Investments Experience 1982 - 1999
Job Investment Management Consultant and Business Strategy Executive
Industry Investment Management
Experience
Barnes Hill LLC 2000 - Present
Putnam Investments 1982 - 1999
State Street Bank & Trust 1977 - 1982
United States Trust Company of New York 1975 - 1977
Skills
Investment Strategies, Fixed Income Portfolio..., Strategic Financial..., Investment Advisory..., Customer Relationship..., Business Development, Product Development, Sales, Marketing, Promotional Campaigns, Operations Management, CRM, Strategy, Management, Alternative Investments, Renewable Energy, Strategic Planning, Portfolio Management, Fixed Income, Investments
Education
Princeton University 1971 — 1975
BA, Economics
Barnes Hill LLC 2000 - Present
Putnam Investments 1982 - 1999
State Street Bank & Trust 1977 - 1982
United States Trust Company of New York 1975 - 1977
Skills
Investment Strategies, Fixed Income Portfolio..., Strategic Financial..., Investment Advisory..., Customer Relationship..., Business Development, Product Development, Sales, Marketing, Promotional Campaigns, Operations Management, CRM, Strategy, Management, Alternative Investments, Renewable Energy, Strategic Planning, Portfolio Management, Fixed Income, Investments
Education
Princeton University 1971 — 1975
BA, Economics
Marla McDougall's Putnam Investments Experience 1986 - 1996
Job Senior Vice President at Natixis
Industry Investment Banking
Experience
Natixis June 1999 - Present
John Hancock 1996 - 1999
Putnam Investments 1986 - 1996
Education
Providence College 1980 — 1984
BS, Marketing
Swampscott High School 1976 — 1980
Natixis June 1999 - Present
John Hancock 1996 - 1999
Putnam Investments 1986 - 1996
Education
Providence College 1980 — 1984
BS, Marketing
Swampscott High School 1976 — 1980
Andres F Henao's Putnam Investments Experience November 2008 - January 2010
Job Senior Business Analyst at SimCorp
Industry Information Technology and Services
Experience
Wellington Management 2011 - 2013
Santander Bank, N.A. February 2012 - July 2012
Loomis, Sayles & Company February 2010 - February 2012
Putnam Investments November 2008 - January 2010
Investors Bank & Trust July 2004 - October 2008
State Street May 2003 - July 2004
Skills
Business Analysis, Client Relationship..., Project Management, Requirements Analysis, Relationship Management..., Pre-sales support, SDLC, Business Process, Analysis, Team Management, Management, Business Process..., Requirements Gathering, CRM, Vendor Management, Agile Methodologies, Visio, Process Improvement, Testing, User Acceptance Testing, SharePoint, Team Leadership, Project Planning
Education
Post University 2012 — 2015
Bachelor's Degree
Universidad Escuela de Administración y Finanzas y Tecnologías 1997 — 2001
Bachelor's Degree
Wellington Management 2011 - 2013
Santander Bank, N.A. February 2012 - July 2012
Loomis, Sayles & Company February 2010 - February 2012
Putnam Investments November 2008 - January 2010
Investors Bank & Trust July 2004 - October 2008
State Street May 2003 - July 2004
Skills
Business Analysis, Client Relationship..., Project Management, Requirements Analysis, Relationship Management..., Pre-sales support, SDLC, Business Process, Analysis, Team Management, Management, Business Process..., Requirements Gathering, CRM, Vendor Management, Agile Methodologies, Visio, Process Improvement, Testing, User Acceptance Testing, SharePoint, Team Leadership, Project Planning
Education
Post University 2012 — 2015
Bachelor's Degree
Universidad Escuela de Administración y Finanzas y Tecnologías 1997 — 2001
Bachelor's Degree