Putnam Investments
Description
Putnam Investments is a privately owned investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Parent organization: Great-West Lifeco Customer service: 00 1 617-292-1000 Number of employees: 1,700+ CEO: Robert L. Reynolds (1 Jul 2008–) Headquarters: Boston, Massachusetts, United States Subsidiaries: PanAgora Asset Management, Inc.,
Putnam Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Putnam Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Putnam Investments Salaries. You can even request information on how much does Putnam Investments pay if you want to. Learn about salaries, pros and cons of working for Putnam Investments directly from the past employees.
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5,113 Putnam Investments employees in database. Find out everything there's to know about Putnam Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Putnam Investments Employees
Employee
Years
Job
Industry
Nicholas Sophocles Nicholas Sophocles's Putnam Investments Experience December 2012 - Present
Job Regional 401(k) Specialist at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 2012 - Present
The Guardian Life Insurance Company of America September 2009 - December 2012
The Guardian Life Insurance Company of America August 2008 - September 2009
CSN Stores May 2007 - August 2008
Skills
Series 63, Series 7, Mutual Funds, Series 6, Retirement Planning, 401k, Retirement, Investments, Asset Allocation, Securities
Education
Roger Williams University 2002 — 2006
Bachelor of Science, Business Management
Putnam Investments December 2012 - Present
The Guardian Life Insurance Company of America September 2009 - December 2012
The Guardian Life Insurance Company of America August 2008 - September 2009
CSN Stores May 2007 - August 2008
Skills
Series 63, Series 7, Mutual Funds, Series 6, Retirement Planning, 401k, Retirement, Investments, Asset Allocation, Securities
Education
Roger Williams University 2002 — 2006
Bachelor of Science, Business Management
Dee Davidson Dee Davidson's Putnam Investments Experience 1998 - 2010
Job Educator With Ava Anderson Non Toxic
Industry Health, Wellness and Fitness
Experience
Ava Anderson Non-Toxic March 2013 - Present
Downtown Women's Networking Group January 2005 - Present
Silpada Designs February 2004 - Present
Putnam Investments 1998 - 2010
Skills
Customer Service, Coaching, Event Planning, Jewelry, Leadership, Marketing, Public Speaking, Retail, Sales, Sales Management, Small Business, Team Building, Watches
Education
Roger Williams University 1994 — 1997
Bachelor, Business Management
Ava Anderson Non-Toxic March 2013 - Present
Downtown Women's Networking Group January 2005 - Present
Silpada Designs February 2004 - Present
Putnam Investments 1998 - 2010
Skills
Customer Service, Coaching, Event Planning, Jewelry, Leadership, Marketing, Public Speaking, Retail, Sales, Sales Management, Small Business, Team Building, Watches
Education
Roger Williams University 1994 — 1997
Bachelor, Business Management
Jared Proctor Jared Proctor's Putnam Investments Experience October 2002 - October 2004
Job Content Marketing Leader at Creditera, Inc.
Industry Marketing and Advertising
Experience
Creditera October 2013 - Present
Commonwealth Financial Network April 2013 - October 2013
Natixis Global Asset Management August 2011 - January 2013
Fidelity Investments July 2005 - August 2006
Putnam Investments October 2002 - October 2004
Fidelity Investments February 2001 - October 2002
Skills
Strategic Communications, Social Media, Investments, Financial Writing, Digital Marketing, Brand Development, Corporate Communications, Marketing, Financial Services, Content Strategy, Social Media Marketing, Finance, Blogging, Copywriting, Marketing Communications, SEO, Internal Communications, Strategy, Marketing Strategy, Press Releases, Web Content, Advertising, Email Marketing, SEM, Newsletters, Sales, Creative Direction, Facebook, Online Marketing, Management
Education
Harvard Extension School 2009 — 2011
Certificate, Communications
Saint Michael's College 1994 — 1998
B.A., English, Minor: Business, Marketing
Creditera October 2013 - Present
Commonwealth Financial Network April 2013 - October 2013
Natixis Global Asset Management August 2011 - January 2013
Fidelity Investments July 2005 - August 2006
Putnam Investments October 2002 - October 2004
Fidelity Investments February 2001 - October 2002
Skills
Strategic Communications, Social Media, Investments, Financial Writing, Digital Marketing, Brand Development, Corporate Communications, Marketing, Financial Services, Content Strategy, Social Media Marketing, Finance, Blogging, Copywriting, Marketing Communications, SEO, Internal Communications, Strategy, Marketing Strategy, Press Releases, Web Content, Advertising, Email Marketing, SEM, Newsletters, Sales, Creative Direction, Facebook, Online Marketing, Management
Education
Harvard Extension School 2009 — 2011
Certificate, Communications
Saint Michael's College 1994 — 1998
B.A., English, Minor: Business, Marketing
Scott Nickerson Scott Nickerson's Putnam Investments Experience August 1998 - June 1999
Job Sr. Manager, Business Support & Analytics at Comcast
Industry Telecommunications
Experience
Comcast May 2015 - Present
Pegasystems June 2014 - April 2015
Pegasystems April 2010 - June 2014
Fidelity Investments October 2004 - March 2010
Fidelity Investments January 2002 - October 2004
Fidelity Investments October 2000 - December 2001
Fidelity Investments June 1999 - September 2000
Putnam Investments August 1998 - June 1999
Fidelity Investments July 1996 - May 1998
Skills
Analytics, Metrics, Analysis, Strategic Planning, Process Improvement, Cross-functional Team..., Business Analysis, Management, Access, Project Management, Training, Operations Management, Sales Operations, Budgets, Leadership, Databases, Business Intelligence, Team Building, Business Strategy, Data Analysis, Forecasting, Strategy, Business Process..., CRM
Education
Southern New Hampshire University 2010 — 2017
Master's Degree, MBA in Business Intelligence
Saint Anselm College 1991 — 1994
BA, History
Comcast May 2015 - Present
Pegasystems June 2014 - April 2015
Pegasystems April 2010 - June 2014
Fidelity Investments October 2004 - March 2010
Fidelity Investments January 2002 - October 2004
Fidelity Investments October 2000 - December 2001
Fidelity Investments June 1999 - September 2000
Putnam Investments August 1998 - June 1999
Fidelity Investments July 1996 - May 1998
Skills
Analytics, Metrics, Analysis, Strategic Planning, Process Improvement, Cross-functional Team..., Business Analysis, Management, Access, Project Management, Training, Operations Management, Sales Operations, Budgets, Leadership, Databases, Business Intelligence, Team Building, Business Strategy, Data Analysis, Forecasting, Strategy, Business Process..., CRM
Education
Southern New Hampshire University 2010 — 2017
Master's Degree, MBA in Business Intelligence
Saint Anselm College 1991 — 1994
BA, History
Sue Sibilia's Putnam Investments Experience August 2002 - August 2007
Job Document Research Specialist
Industry Financial Services
Experience
Boston Financial Data Services August 2007 - Present
Putnam Investments August 2002 - August 2007
Skills
Sales Rep Training, Salesforce.com, Management, Data Analysis, Call Centers, Building Relationships, Quality Control, Time Management, Mutual Funds, Process Improvement, SDLC, Customer Service, Microsoft Excel
Education
Rhode Island College 1975 — 1979
Bachelor of Education (B.Ed.), Elementary Education and Teaching, 2
Rhode Island College
Bachelor's degree, Education/Psychology
Boston Financial Data Services August 2007 - Present
Putnam Investments August 2002 - August 2007
Skills
Sales Rep Training, Salesforce.com, Management, Data Analysis, Call Centers, Building Relationships, Quality Control, Time Management, Mutual Funds, Process Improvement, SDLC, Customer Service, Microsoft Excel
Education
Rhode Island College 1975 — 1979
Bachelor of Education (B.Ed.), Elementary Education and Teaching, 2
Rhode Island College
Bachelor's degree, Education/Psychology
Michael Volpe Michael Volpe's Putnam Investments Experience 1998 - 2002
Job Commercial Sales and Leasing Broker at Coastal Commercial Real Estate
Industry Real Estate
Experience
Coastal Commercial Real Estate January 2013 - Present
Universal Properties March 2011 - December 2012
Prudential Gammons Realty April 2008 - December 2012
Salada Franchising of RI, LLC April 2006 - January 2009
Coldwell Banker Residential Brokerage April 2000 - March 2008
Putnam Investments 1998 - 2002
Skills
Real Estate, Buyer Representation, Short Sales, Investors, Selling, Real Estate Transactions, Leases, Real Estate Development, Residential Homes, Commercial Real Estate, Condos, Buyers, New Homes, REO, Commercial, Residential, Land, Investment Properties, Landlord Representation, Tenant Representation, Lease Negotiations, 1031 Exchanges, Income Properties, Sale / Leaseback..., Commercial Real Estate..., Opinions Of Property..., Lease Renewal /..., Brokerage, Disposition, Tenant, Location Intelligence, Commercial Leasing, Relocation, Sellers
Education
Rhode Island College 1989 — 1994
Bachelor of Science (BS), Mangerial Economics
LaSalle Academy
Coastal Commercial Real Estate January 2013 - Present
Universal Properties March 2011 - December 2012
Prudential Gammons Realty April 2008 - December 2012
Salada Franchising of RI, LLC April 2006 - January 2009
Coldwell Banker Residential Brokerage April 2000 - March 2008
Putnam Investments 1998 - 2002
Skills
Real Estate, Buyer Representation, Short Sales, Investors, Selling, Real Estate Transactions, Leases, Real Estate Development, Residential Homes, Commercial Real Estate, Condos, Buyers, New Homes, REO, Commercial, Residential, Land, Investment Properties, Landlord Representation, Tenant Representation, Lease Negotiations, 1031 Exchanges, Income Properties, Sale / Leaseback..., Commercial Real Estate..., Opinions Of Property..., Lease Renewal /..., Brokerage, Disposition, Tenant, Location Intelligence, Commercial Leasing, Relocation, Sellers
Education
Rhode Island College 1989 — 1994
Bachelor of Science (BS), Mangerial Economics
LaSalle Academy
Gayle A. Hedstrom Gayle A. Hedstrom's Putnam Investments Experience January 1993 - April 2001
Job Executive Assistant at radius financial group inc. NMLS #1305234
Industry Graphic Design
Experience
radius financial group inc. February 2015 - Present
SolarCreativeGroup November 2011 - Present
Marathon Sports January 2005 - January 2013
Putnam Investments January 1993 - April 2001
Skills
Visual / Design Skills, Adobe Creative Suite, QuarkXPress, Mac OS X, Graphic Design, Typography, OS X, Marketing Communications, Customer Service, Creative Problem Solving, Multi Tasking, Digital Photography, Corporate Identity, Visual Solutions, Brochures, Corporate Branding, InDesign, Layout, Concept Development, Visual Communication, Marketing Strategy, Direct Mail, Logo Design, Mac, Graphics, Photoshop, Photography, Newsletters, Email Marketing, Illustrator, Marketing, Pre-press, Flash, Multimedia, Illustration, Advertising, User Experience, Digital Printing, Catalogs, Packaging, Integrated Marketing, Strategy, Art Direction, Branding & Identity, Adobe Acrobat, WordPress, Creative Direction, Copywriting, Web Design, User Interface Design
Education
Rochester Institute of Technology 1987 — 1992
Bachelor of Fine Arts (BFA), Graphic Design, Graduated Honors cumulative GPA 3.52
Miller place high school
radius financial group inc. February 2015 - Present
SolarCreativeGroup November 2011 - Present
Marathon Sports January 2005 - January 2013
Putnam Investments January 1993 - April 2001
Skills
Visual / Design Skills, Adobe Creative Suite, QuarkXPress, Mac OS X, Graphic Design, Typography, OS X, Marketing Communications, Customer Service, Creative Problem Solving, Multi Tasking, Digital Photography, Corporate Identity, Visual Solutions, Brochures, Corporate Branding, InDesign, Layout, Concept Development, Visual Communication, Marketing Strategy, Direct Mail, Logo Design, Mac, Graphics, Photoshop, Photography, Newsletters, Email Marketing, Illustrator, Marketing, Pre-press, Flash, Multimedia, Illustration, Advertising, User Experience, Digital Printing, Catalogs, Packaging, Integrated Marketing, Strategy, Art Direction, Branding & Identity, Adobe Acrobat, WordPress, Creative Direction, Copywriting, Web Design, User Interface Design
Education
Rochester Institute of Technology 1987 — 1992
Bachelor of Fine Arts (BFA), Graphic Design, Graduated Honors cumulative GPA 3.52
Miller place high school
Kilie Donahue Kilie Donahue's Putnam Investments Experience September 1996 - June 2004
Job Vice President, Retirement Sales Manager at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors Director, Investment ConsultingCammack LaRhette Consulting2012 - 2013
Cammack LaRhette Consulting March 2011 - February 2012
AllianceBernstein January 2008 - March 2011
AllianceBernstein March 2006 - January 2008
Ceridian June 2004 - March 2006
Putnam Investments September 1996 - June 2004
Education
Saint Michael's College 1992 — 1996
Bachelor of Science (BS), Mathematics
Allianz Global Investors Director, Investment ConsultingCammack LaRhette Consulting2012 - 2013
Cammack LaRhette Consulting March 2011 - February 2012
AllianceBernstein January 2008 - March 2011
AllianceBernstein March 2006 - January 2008
Ceridian June 2004 - March 2006
Putnam Investments September 1996 - June 2004
Education
Saint Michael's College 1992 — 1996
Bachelor of Science (BS), Mathematics
Lisa Levasseur Lisa Levasseur's Putnam Investments Experience May 2002 - April 2003
Job Recruiting & Retention Manager Rhode Island Air National Guard
Industry Military
Experience
Rhode Island Air National Guard October 2013 - Present
Rhode Island Air National Guard December 2004 - October 2013
Rhode Island Air National Guard April 2003 - December 2004
Putnam Investments May 2002 - April 2003
Putnam Investments May 1999 - May 2002
Putnam Investments March 1997 - May 1999
Alaska Air National Guard November 1993 - April 1996
United States Air Force April 1991 - November 1993
Skills
Recruiting, Security Clearance, Command, DoD, Military, Force Protection, Interviews, Military Experience, Military Operations, National Security, Training, Defense, Weapons, Team Building
Education
Roger Williams University 2009 — 2014
Bachelor of Science (BS), Public Administration
Rhode Island Air National Guard October 2013 - Present
Rhode Island Air National Guard December 2004 - October 2013
Rhode Island Air National Guard April 2003 - December 2004
Putnam Investments May 2002 - April 2003
Putnam Investments May 1999 - May 2002
Putnam Investments March 1997 - May 1999
Alaska Air National Guard November 1993 - April 1996
United States Air Force April 1991 - November 1993
Skills
Recruiting, Security Clearance, Command, DoD, Military, Force Protection, Interviews, Military Experience, Military Operations, National Security, Training, Defense, Weapons, Team Building
Education
Roger Williams University 2009 — 2014
Bachelor of Science (BS), Public Administration
Catherine Bombardier Murray Catherine Bombardier Murray's Putnam Investments Experience September 2014 - January 2015
Job Implementation Consultant at Empower Retirement
Industry Financial Services
Experience
Empower Retirement January 2015 - Present
Putnam Investments September 2014 - January 2015
SalesQuest September 2006 - September 2014
Fidelity Investments March 2001 - May 2006
John Hancock Life Insurance Company (U.S.A.) January 2000 - March 2001
John Hancock Life Insurance Company (U.S.A.) October 1998 - January 2000
Putnam Investments January 1997 - October 1998
Putnam Investments September 1996 - January 1997
Skills
Essbase, Microsoft Excel, Financial Modeling, Team Building, Business Analysis, Forecasting
Education
Saint Anselm College
Bachelor of Arts (B.A.), Finance, General
Empower Retirement January 2015 - Present
Putnam Investments September 2014 - January 2015
SalesQuest September 2006 - September 2014
Fidelity Investments March 2001 - May 2006
John Hancock Life Insurance Company (U.S.A.) January 2000 - March 2001
John Hancock Life Insurance Company (U.S.A.) October 1998 - January 2000
Putnam Investments January 1997 - October 1998
Putnam Investments September 1996 - January 1997
Skills
Essbase, Microsoft Excel, Financial Modeling, Team Building, Business Analysis, Forecasting
Education
Saint Anselm College
Bachelor of Arts (B.A.), Finance, General
Matthew Cahill, CFA's Putnam Investments Experience June 2012 - January 2015
Job Compliance Manager at Great Hill Partners
Industry Venture Capital & Private Equity
Experience
Great Hill Partners January 2015 - Present
Putnam Investments June 2012 - January 2015
State Street May 2011 - June 2012
Law Offices of Peter A. Zahka, II, P.C. May 2008 - April 2011
Suffolk Law School Investor Advocacy Clinic January 2010 - May 2010
State Street Corporation July 2006 - May 2007
Education
Suffolk University Law School 2007 — 2010
Juris Doctor, Cum Laude, Business Law and Financial Services Concentration
Saint Anselm College 2002 — 2006
Bachelor of Arts (B.A.), Politics
Great Hill Partners January 2015 - Present
Putnam Investments June 2012 - January 2015
State Street May 2011 - June 2012
Law Offices of Peter A. Zahka, II, P.C. May 2008 - April 2011
Suffolk Law School Investor Advocacy Clinic January 2010 - May 2010
State Street Corporation July 2006 - May 2007
Education
Suffolk University Law School 2007 — 2010
Juris Doctor, Cum Laude, Business Law and Financial Services Concentration
Saint Anselm College 2002 — 2006
Bachelor of Arts (B.A.), Politics
Kimberly Burns's Putnam Investments Experience 1985 - 1988
Job Senior Account Executive for Beacon Hospice an Amedisys Company
Industry Hospital & Health Care
Experience
Beacon Hospice February 2005 - Present
Haven Health Care, Inc March 2003 - January 2005
Mariner Health Care December 1991 - June 1997
Putnam Investments 1985 - 1988
Skills
Healthcare Management, Hospitals, Customer Service, Customer Relations, Trade Shows, Sales Presentations, Problem Solving, Long-term Care, Business Development, Key Account Management, Leadership, New Business Development, Social Networking, Strategic Planning, Presidents Club, Contract Negotiation, Volunteering, Alzheimer's disease, Hospice, Nursing Homes, Medicare, Elder Care, Managed Care, Medicaid, Physicians, Physician Relations, Sales, Disease Management, Home Care, Healthcare Consulting, Patient Advocacy, Healthcare Industry, Healthcare Information..., Revenue Cycle, Nursing, HIPAA, Sales Operations, Cold Calling, Patient Education, Building Relationships, Training, Product Launch
Education
Rhode Island College 1980 — 1985
BS, Business Management
Rhode Island College 1980 — 1985
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Beacon Hospice February 2005 - Present
Haven Health Care, Inc March 2003 - January 2005
Mariner Health Care December 1991 - June 1997
Putnam Investments 1985 - 1988
Skills
Healthcare Management, Hospitals, Customer Service, Customer Relations, Trade Shows, Sales Presentations, Problem Solving, Long-term Care, Business Development, Key Account Management, Leadership, New Business Development, Social Networking, Strategic Planning, Presidents Club, Contract Negotiation, Volunteering, Alzheimer's disease, Hospice, Nursing Homes, Medicare, Elder Care, Managed Care, Medicaid, Physicians, Physician Relations, Sales, Disease Management, Home Care, Healthcare Consulting, Patient Advocacy, Healthcare Industry, Healthcare Information..., Revenue Cycle, Nursing, HIPAA, Sales Operations, Cold Calling, Patient Education, Building Relationships, Training, Product Launch
Education
Rhode Island College 1980 — 1985
BS, Business Management
Rhode Island College 1980 — 1985
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Nikki Gagnon Nikki Gagnon's Putnam Investments Experience June 2005 - October 2005
Job Owner/ Creative Director at Corinna Beau Letterpress
Industry Design
Experience
Corinna Beau Letterpress April 2012 - Present
NYS DMV May 2008 - May 2012
ARGUS Communications December 2005 - May 2008
Putnam Investments June 2005 - October 2005
Skills
Stationery, Corporate Identity, Graphic Design, Web Design, Interaction Design, Invitations, Art Direction, Creative Direction, Advertising, Illustrator, Layout, Graphics, Typography
Education
The Art Institute of Boston at Lesley University 2003 — 2005
BFA, Graphic Design
Rochester Institute of Technology 2001 — 2003
Associates, Graphic Design
Corinna Beau Letterpress April 2012 - Present
NYS DMV May 2008 - May 2012
ARGUS Communications December 2005 - May 2008
Putnam Investments June 2005 - October 2005
Skills
Stationery, Corporate Identity, Graphic Design, Web Design, Interaction Design, Invitations, Art Direction, Creative Direction, Advertising, Illustrator, Layout, Graphics, Typography
Education
The Art Institute of Boston at Lesley University 2003 — 2005
BFA, Graphic Design
Rochester Institute of Technology 2001 — 2003
Associates, Graphic Design
Christine Jensen Christine Jensen's Putnam Investments Experience 1996 - 1998
Job Health, Wellness and Fitness Professional
Industry Health, Wellness and Fitness
Experience
Independent April 2014 - Present
Independent February 2010 - Present
Sims Premier Fitness 2011 - 2013
Analog Devices 1999 - 2001
PDG 1998 - 1999
Putnam Investments 1996 - 1998
Marketech, Inc. 1996 - 1996
Skills
Customer Service, Microsoft Excel, Enthusiasm to learn, Organization, Multi Tasking, Quick Thinker, Microsoft Word, Microsoft Access, PowerPoint, Outlook, QuickBooks, SAP, Fitness Training, Fitness Instruction, Yoga, Aqua Fitness Training, Delivering Results, Fitness, Social Media, Endurance, Training
Education
Saint Anselm College 1993 — 1994
Independent April 2014 - Present
Independent February 2010 - Present
Sims Premier Fitness 2011 - 2013
Analog Devices 1999 - 2001
PDG 1998 - 1999
Putnam Investments 1996 - 1998
Marketech, Inc. 1996 - 1996
Skills
Customer Service, Microsoft Excel, Enthusiasm to learn, Organization, Multi Tasking, Quick Thinker, Microsoft Word, Microsoft Access, PowerPoint, Outlook, QuickBooks, SAP, Fitness Training, Fitness Instruction, Yoga, Aqua Fitness Training, Delivering Results, Fitness, Social Media, Endurance, Training
Education
Saint Anselm College 1993 — 1994
Nathan Goodwin Nathan Goodwin's Putnam Investments Experience April 2000 - January 2004
Job Product Manager, Corporate RIA
Industry Financial Services
Experience
Signator Investors, Inc. July 2013 - Present
Lincoln Financial Network September 2007 - Present
Oce Corporate Printing Division October 2006 - September 2007
Bank of America December 2004 - July 2006
Putnam Investments April 2000 - January 2004
Fidelity Investments August 1998 - September 1999
Skills
Relationship Management, Practice Management, Product Research, General Sales Support, Business Networking, Consultative Sales..., Boston Sports Knowledge, Market Research, Sports, Strategic Partnerships, Sales, Alternative Investments, Marketing, Business Development, Wealth Management, Training, Finance, Management, Leadership, Financial Services, Series 7, Series 63, Investments
Education
Saint Anselm College 1991 — 1995
BA, Criminal Justice
Saint John's Prep, Danvers, MA 1987 — 1991
Signator Investors, Inc. July 2013 - Present
Lincoln Financial Network September 2007 - Present
Oce Corporate Printing Division October 2006 - September 2007
Bank of America December 2004 - July 2006
Putnam Investments April 2000 - January 2004
Fidelity Investments August 1998 - September 1999
Skills
Relationship Management, Practice Management, Product Research, General Sales Support, Business Networking, Consultative Sales..., Boston Sports Knowledge, Market Research, Sports, Strategic Partnerships, Sales, Alternative Investments, Marketing, Business Development, Wealth Management, Training, Finance, Management, Leadership, Financial Services, Series 7, Series 63, Investments
Education
Saint Anselm College 1991 — 1995
BA, Criminal Justice
Saint John's Prep, Danvers, MA 1987 — 1991
Barbara Durgin Barbara Durgin's Putnam Investments Experience 2001 - 2004
Job Sr. Relationship Manager at Charles River Development
Industry Computer Software
Experience
Charles River Development April 2008 - Present
Charles River Development November 2005 - April 2008
Putnam Investments 2001 - 2004
Putnam Investments 1999 - 2001
Putnam Investments 1997 - 1999
Investors Bank & Trust 1991 - 1993
Skills
Equities, Trading Systems, Fixed Income, Market Data, Investment Management, Derivatives, Order Management, Electronic Trading, Business Analysis, Asset Management, Portfolio Management, Financial Services, FX Options, Financial Markets, Equity Trading, Hedge Funds, Back Office, Bloomberg, Securities, Options, Trading, Equity Derivatives, Middle Office, Capital Markets, Crystal Reports, Relationship Management, compliance, Asset Managment
Education
Regis College 1987 — 1991
BA, Management
Charles River Development April 2008 - Present
Charles River Development November 2005 - April 2008
Putnam Investments 2001 - 2004
Putnam Investments 1999 - 2001
Putnam Investments 1997 - 1999
Investors Bank & Trust 1991 - 1993
Skills
Equities, Trading Systems, Fixed Income, Market Data, Investment Management, Derivatives, Order Management, Electronic Trading, Business Analysis, Asset Management, Portfolio Management, Financial Services, FX Options, Financial Markets, Equity Trading, Hedge Funds, Back Office, Bloomberg, Securities, Options, Trading, Equity Derivatives, Middle Office, Capital Markets, Crystal Reports, Relationship Management, compliance, Asset Managment
Education
Regis College 1987 — 1991
BA, Management
Scott Ward Scott Ward's Putnam Investments Experience 1997 - 2002
Job Regional Vice President, Retirement Plan Services at John Hancock
Industry Financial Services
Experience
John Hancock February 2009 - Present
Principal Financial Group January 2007 - February 2009
Putnam Investments 1997 - 2002
Education
Saint Anselm College
John Hancock February 2009 - Present
Principal Financial Group January 2007 - February 2009
Putnam Investments 1997 - 2002
Education
Saint Anselm College
Adelae Esposito's Putnam Investments Experience April 2013 - Present
Job Financial Analyst at Putnam Investments
Industry Accounting
Experience
Putnam Investments April 2013 - Present
State Street November 2011 - March 2013
Knott Asset Management 2010 - 2011
The Ad Club June 2010 - August 2010
Skills
Fixed Income, Bloomberg, Financial Reporting, Financial Analysis, Mutual Funds, SAP, ESKER, Microsoft Excel, Microsoft Office, Lotus Notes, Public Speaking, MS Excel Pivot Tables
Education
Roanoke College 2007 — 2011
BA, Accounting
The Winsor School 1999 — 2007
Putnam Investments April 2013 - Present
State Street November 2011 - March 2013
Knott Asset Management 2010 - 2011
The Ad Club June 2010 - August 2010
Skills
Fixed Income, Bloomberg, Financial Reporting, Financial Analysis, Mutual Funds, SAP, ESKER, Microsoft Excel, Microsoft Office, Lotus Notes, Public Speaking, MS Excel Pivot Tables
Education
Roanoke College 2007 — 2011
BA, Accounting
The Winsor School 1999 — 2007
Lisa (Basurto) Busenburg's Putnam Investments Experience 1999 - 2000
Job Communications Consultant
Industry Financial Services
Experience
MassMutual Financial Group May 2013 - Present
MassMutual Financial Group (Retirement Plans, formally part of The Hartford) June 2011 - April 2013
The Hartford Retirement Plans Group (Formally part of MFS) January 2005 - June 2011
MFS Investment Management September 2004 - December 2004
MFS Investment Management 2000 - 2004
Putnam Investments 1999 - 2000
Skills
Technical Writing, Customer Relations, Vendor Management, Team Building, Internal Communications, Training & Development, Distance Learning, Employee Training, Customer Service, Program Management, Management, Training, Change Management, SharePoint, Analysis, Start-ups, Leadership
Education
The University of Georgia 1996 — 1998
Masters, Economics
Rollins College 1992 — 1996
BA, Economics
MassMutual Financial Group May 2013 - Present
MassMutual Financial Group (Retirement Plans, formally part of The Hartford) June 2011 - April 2013
The Hartford Retirement Plans Group (Formally part of MFS) January 2005 - June 2011
MFS Investment Management September 2004 - December 2004
MFS Investment Management 2000 - 2004
Putnam Investments 1999 - 2000
Skills
Technical Writing, Customer Relations, Vendor Management, Team Building, Internal Communications, Training & Development, Distance Learning, Employee Training, Customer Service, Program Management, Management, Training, Change Management, SharePoint, Analysis, Start-ups, Leadership
Education
The University of Georgia 1996 — 1998
Masters, Economics
Rollins College 1992 — 1996
BA, Economics
Bill Byrnes Bill Byrnes's Putnam Investments Experience December 1991 - May 1994
Job Consultant at Grahall Partners LLC
Industry Management Consulting
Experience
Grahall Partners, LLC March 2006 - Present
ICMA Retirement Corporation May 2004 - March 2006
New York Life Insurance Company February 2001 - April 2004
The SPARK Institute 1998 - 2003
Boston Financial Data Services May 1994 - January 2001
Putnam Investments December 1991 - May 1994
Fidelity Investments December 1986 - December 1991
Emery Worldwide 1984 - 1986
Xerox Corporation June 1973 - July 1984
MeadWestvaco January 1972 - June 1973
Skills
Executive Search, Organizational..., Change Management, Sales, Training Delivery, Executive Management, Business Intelligence, Team Leadership, Consulting, Management, Start-ups, Contract Negotiation, Business Strategy, Banking, Marketing, Finance, Performance Improvement, Integration, Corporate Governance, Mergers, Strategic Consulting, Staff Development, Insurance, Strategy, Personal Development, Due Diligence, Employee Training, Strategic Planning, HRIS, Talent Management, Operational Excellence, Employment Law, Investment Management, Account Management, Operations Management, Management Development, Organizational..., Business Analysis, Retirement Planning, Outsourcing, Financial Modeling, Recruiting, Manufacturing, Employee Engagement, Restructuring, Workshop Facilitation, Mentoring, Sourcing, Interviews, Onboarding
Education
University at Albany, SUNY 1967 — 1968
M.S., Personnel Administration
State University of New York College at Geneseo 1964 — 1967
BS, History
Saint Bonaventure University 1963 — 1964
N/A, History
Grahall Partners, LLC March 2006 - Present
ICMA Retirement Corporation May 2004 - March 2006
New York Life Insurance Company February 2001 - April 2004
The SPARK Institute 1998 - 2003
Boston Financial Data Services May 1994 - January 2001
Putnam Investments December 1991 - May 1994
Fidelity Investments December 1986 - December 1991
Emery Worldwide 1984 - 1986
Xerox Corporation June 1973 - July 1984
MeadWestvaco January 1972 - June 1973
Skills
Executive Search, Organizational..., Change Management, Sales, Training Delivery, Executive Management, Business Intelligence, Team Leadership, Consulting, Management, Start-ups, Contract Negotiation, Business Strategy, Banking, Marketing, Finance, Performance Improvement, Integration, Corporate Governance, Mergers, Strategic Consulting, Staff Development, Insurance, Strategy, Personal Development, Due Diligence, Employee Training, Strategic Planning, HRIS, Talent Management, Operational Excellence, Employment Law, Investment Management, Account Management, Operations Management, Management Development, Organizational..., Business Analysis, Retirement Planning, Outsourcing, Financial Modeling, Recruiting, Manufacturing, Employee Engagement, Restructuring, Workshop Facilitation, Mentoring, Sourcing, Interviews, Onboarding
Education
University at Albany, SUNY 1967 — 1968
M.S., Personnel Administration
State University of New York College at Geneseo 1964 — 1967
BS, History
Saint Bonaventure University 1963 — 1964
N/A, History
Rich Viti's Putnam Investments Experience February 1996 - July 1998
Job Vice President Citizens Financial Group
Industry Financial Services
Experience
Citizens Financial Group, Inc. April 2013 - Present
Fidelity Investments November 2009 - March 2013
Fidelity Investments July 1998 - November 2009
Putnam Investments February 1996 - July 1998
Skills
Series 7, Series 63, Series 6, 401k, Retirement, Wealth Management, Investments, 401k Rollovers, ERISA, Banking, Financial Services, Investment Management, Mutual Funds, Management, Customer Service, Leadership, Business Analysis, Relationship Management, Retirement Planning, Process Improvement
Education
Rhode Island College 1994 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
Citizens Financial Group, Inc. April 2013 - Present
Fidelity Investments November 2009 - March 2013
Fidelity Investments July 1998 - November 2009
Putnam Investments February 1996 - July 1998
Skills
Series 7, Series 63, Series 6, 401k, Retirement, Wealth Management, Investments, 401k Rollovers, ERISA, Banking, Financial Services, Investment Management, Mutual Funds, Management, Customer Service, Leadership, Business Analysis, Relationship Management, Retirement Planning, Process Improvement
Education
Rhode Island College 1994 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
Allison Fagnant's Putnam Investments Experience January 2000 - March 2007
Job Team Leader at Columbia Management
Industry Investment Management
Experience
Columbia Management June 2007 - Present
Putnam Investments January 2000 - March 2007
Stop & Shop June 1996 - May 2000
Skills
Customer Service, Project Management, Staff Development, Financial Services, Leadership, Management, Process Improvement, Team Leadership, Investments, Training, Team Building
Education
Rhode Island College 1997 — 1999
Columbia Management June 2007 - Present
Putnam Investments January 2000 - March 2007
Stop & Shop June 1996 - May 2000
Skills
Customer Service, Project Management, Staff Development, Financial Services, Leadership, Management, Process Improvement, Team Leadership, Investments, Training, Team Building
Education
Rhode Island College 1997 — 1999
James F. Stuart, CIMA® James F. Stuart, CIMA®'s Putnam Investments Experience June 2011 - Present
Job Senior Regional Marketing Director, Wholesaler at Putnam Investments
Industry Investment Management
Experience
Putnam Investments June 2011 - Present
Putnam Investments February 2001 - June 2011
Putnam Investments March 1999 - February 2001
Putnam Investments March 1997 - March 1999
Pioneer Investments November 1995 - March 1997
Pioneer Investments April 1994 - November 1995
Pioneer Investments September 1992 - April 1994
Skills
Mutual Funds, Series 6, Series 7, Series 63, Series 65, Salesforce, 529 Plans, Social Media, LinkedIn
Education
Saint Michael's College 1988 — 1992
BS, Business Administration
Ledyard High School 1984 — 1988
Putnam Investments June 2011 - Present
Putnam Investments February 2001 - June 2011
Putnam Investments March 1999 - February 2001
Putnam Investments March 1997 - March 1999
Pioneer Investments November 1995 - March 1997
Pioneer Investments April 1994 - November 1995
Pioneer Investments September 1992 - April 1994
Skills
Mutual Funds, Series 6, Series 7, Series 63, Series 65, Salesforce, 529 Plans, Social Media, LinkedIn
Education
Saint Michael's College 1988 — 1992
BS, Business Administration
Ledyard High School 1984 — 1988
Martin F. Frazer III Martin F. Frazer III's Putnam Investments Experience June 1996 - April 2000
Job Group Manager, Computershare
Industry Financial Services
Experience
Computershare June 2005 - Present
Equiserve May 2000 - May 2005
Putnam Investments June 1996 - April 2000
Skills
Financial Services, Management, Process Improvement, Operations Management, Risk Management, Equities, Workflow Management, Records Management, Human Resources, Business Analysis, Business Process..., Team Leadership, Image Capture, Investor Relations, Strategy, Leadership, Document Management, Customer Service, Change Management, Analysis
Education
Saint Michael's College 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Computershare June 2005 - Present
Equiserve May 2000 - May 2005
Putnam Investments June 1996 - April 2000
Skills
Financial Services, Management, Process Improvement, Operations Management, Risk Management, Equities, Workflow Management, Records Management, Human Resources, Business Analysis, Business Process..., Team Leadership, Image Capture, Investor Relations, Strategy, Leadership, Document Management, Customer Service, Change Management, Analysis
Education
Saint Michael's College 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Bridget Miller's Putnam Investments Experience November 2012 - Present
Job Senior Accountant Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments November 2012 - Present
State Street Corporation November 2011 - December 2012
State Street Corporation June 2008 - November 2011
F.G. Briggs, Jr., CPA Professional Association January 2008 - May 2008
Strata Bank June 2005 - December 2007
Skills
QuickBooks, ProSystem fx Tax, ProSystem fx Trial..., Microsoft Word, Microsoft Excel, PowerPoint, Accounting, Account Reconciliation, Auditing, Accounts Receivable
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts (B.A.), Accounting
Putnam Investments November 2012 - Present
State Street Corporation November 2011 - December 2012
State Street Corporation June 2008 - November 2011
F.G. Briggs, Jr., CPA Professional Association January 2008 - May 2008
Strata Bank June 2005 - December 2007
Skills
QuickBooks, ProSystem fx Tax, ProSystem fx Trial..., Microsoft Word, Microsoft Excel, PowerPoint, Accounting, Account Reconciliation, Auditing, Accounts Receivable
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts (B.A.), Accounting
Melissa A. Smith, BA, MDE's Putnam Investments Experience October 1999 - September 2004
Job Senior Instructional Designer at Schneider Electric
Industry Electrical/Electronic Manufacturing
Experience
Schneider Electric October 2005 - Present
American Biophysics Corporation October 2004 - September 2005
Putnam Investments October 1999 - September 2004
Skills
Adobe eLearning Suite, Articulate Studio, Instructional Design, E-Learning, Captivate, Technical Writing, Instructor-led Training, Program Management, Microsoft Office, Change Management, Project Management, PowerPoint, Performance Management, Microsoft Excel, Strategic Planning, Adult Education, ADDIE, Distance Learning, Technical Training, SnagIt, Training, Employee Training, Leadership, Management, Coaching, Training Delivery, Organizational..., Learning Management..., Camtasia, Learning Management, Needs Analysis, Adobe Acrobat
Education
University of Maryland University College 2006 — 2011
MDE, Master of Distance Education
University of Maryland University College 2006 — 2011
Graduate Certificate, Library and Intellectual Property Issues in Distance Education
ASTD Education Program 2010 — 2010
Professional Certificate, E-Learning Instructional Design
University of Maryland University College 2006 — 2010
Graduate Certificate, Teaching and Training at a Distance
University of Maryland University College 2006 — 2009
Graduate Certicate, Leadership in Distance Education
University of Maryland University College 2006 — 2009
Graduate Certificate, Foundations of Distance Education
Rhode Island College 1995 — 1999
BA, Speech and Hearing Science, Psychology
Classical High School 1985 — 1989
High School Diploma
Schneider Electric October 2005 - Present
American Biophysics Corporation October 2004 - September 2005
Putnam Investments October 1999 - September 2004
Skills
Adobe eLearning Suite, Articulate Studio, Instructional Design, E-Learning, Captivate, Technical Writing, Instructor-led Training, Program Management, Microsoft Office, Change Management, Project Management, PowerPoint, Performance Management, Microsoft Excel, Strategic Planning, Adult Education, ADDIE, Distance Learning, Technical Training, SnagIt, Training, Employee Training, Leadership, Management, Coaching, Training Delivery, Organizational..., Learning Management..., Camtasia, Learning Management, Needs Analysis, Adobe Acrobat
Education
University of Maryland University College 2006 — 2011
MDE, Master of Distance Education
University of Maryland University College 2006 — 2011
Graduate Certificate, Library and Intellectual Property Issues in Distance Education
ASTD Education Program 2010 — 2010
Professional Certificate, E-Learning Instructional Design
University of Maryland University College 2006 — 2010
Graduate Certificate, Teaching and Training at a Distance
University of Maryland University College 2006 — 2009
Graduate Certicate, Leadership in Distance Education
University of Maryland University College 2006 — 2009
Graduate Certificate, Foundations of Distance Education
Rhode Island College 1995 — 1999
BA, Speech and Hearing Science, Psychology
Classical High School 1985 — 1989
High School Diploma
David Cuzzi David Cuzzi's Putnam Investments Experience January 1997 - August 1997
Job Government/Public Affairs & Business Development Consultant
Industry Public Relations and Communications
Experience
Prospect Hill Strategies, LLC May 2012 - Present
BAE Systems May 2010 - May 2012
BAE Systems January 2007 - April 2010
U.S. Senator John E. Sununu (R-NH; 2003-2009) January 2003 - December 2006
U.S. Rep. John E. Sununu (R-NH 1st; 1997-2003) March 1998 - January 2003
Podesta Group September 1997 - March 1998
Putnam Investments January 1997 - August 1997
U.S. Rep. Bill Zeliff (R-NH 1st; 1991-1997) June 1996 - January 1997
Bob Dole for President 1996 - NH December 1995 - February 1996
National Restaurant Association June 1995 - July 1995
Skills
Government, Strategic Communications, Policy, Media Relations, Public Policy, Strategic Planning, Fundraising, Defense, Policy Analysis, Public Relations, Event Planning, Speech Writing, Public Speaking, Research, Press Releases, Government Relations, Writing, Event Management, Strategy Development, Public Affairs, Federal Government, Program Management, Coalitions, Strategy, Community Outreach, Lobbying, Leadership, Proposal Writing, New Business Development, Internal Communications, Politics, Campaigns, Government Contracting, Corporate Communications, Project Planning, Governmental Affairs, Analysis, National Security, Management, Political Campaigns, Business Development, Negotiation, Grassroots Organizing, Homeland Security, Budgets, Intelligence, Legislative Relations, Legislation, Crisis Communications, Crisis Management
Education
Saint Anselm College 1992 — 1996
B.A.
St. Sebastian's School 1986 — 1992
High School
Prospect Hill Strategies, LLC May 2012 - Present
BAE Systems May 2010 - May 2012
BAE Systems January 2007 - April 2010
U.S. Senator John E. Sununu (R-NH; 2003-2009) January 2003 - December 2006
U.S. Rep. John E. Sununu (R-NH 1st; 1997-2003) March 1998 - January 2003
Podesta Group September 1997 - March 1998
Putnam Investments January 1997 - August 1997
U.S. Rep. Bill Zeliff (R-NH 1st; 1991-1997) June 1996 - January 1997
Bob Dole for President 1996 - NH December 1995 - February 1996
National Restaurant Association June 1995 - July 1995
Skills
Government, Strategic Communications, Policy, Media Relations, Public Policy, Strategic Planning, Fundraising, Defense, Policy Analysis, Public Relations, Event Planning, Speech Writing, Public Speaking, Research, Press Releases, Government Relations, Writing, Event Management, Strategy Development, Public Affairs, Federal Government, Program Management, Coalitions, Strategy, Community Outreach, Lobbying, Leadership, Proposal Writing, New Business Development, Internal Communications, Politics, Campaigns, Government Contracting, Corporate Communications, Project Planning, Governmental Affairs, Analysis, National Security, Management, Political Campaigns, Business Development, Negotiation, Grassroots Organizing, Homeland Security, Budgets, Intelligence, Legislative Relations, Legislation, Crisis Communications, Crisis Management
Education
Saint Anselm College 1992 — 1996
B.A.
St. Sebastian's School 1986 — 1992
High School
Janet McCarthy Janet McCarthy's Putnam Investments Experience September 2007 - December 2009
Job Client Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement June 2015 - Present
Citizens Bank January 2011 - July 2014
Putnam Investments September 2007 - December 2009
Putnam Investments January 2007 - December 2009
Thorndike Company October 2005 - January 2007
Putnam Investments October 2003 - October 2005
Putnam Investments June 2002 - October 2003
Putnam Investments June 2002 - September 2003
Putnam Investments June 2001 - June 2002
Skills
Business Planning, Financial Services, Management, Portfolio Management, Training, Mutual Funds, Finance, Leadership, Series 63, Series 7, Relationship Management, Retirement
Education
Quinnipiac University 1975 — 1979
Suffolk University
EMPOWER Retirement June 2015 - Present
Citizens Bank January 2011 - July 2014
Putnam Investments September 2007 - December 2009
Putnam Investments January 2007 - December 2009
Thorndike Company October 2005 - January 2007
Putnam Investments October 2003 - October 2005
Putnam Investments June 2002 - October 2003
Putnam Investments June 2002 - September 2003
Putnam Investments June 2001 - June 2002
Skills
Business Planning, Financial Services, Management, Portfolio Management, Training, Mutual Funds, Finance, Leadership, Series 63, Series 7, Relationship Management, Retirement
Education
Quinnipiac University 1975 — 1979
Suffolk University
Gregory Sullivan, ASA Gregory Sullivan, ASA's Putnam Investments Experience 1991 - 1992
Job
Industry Financial Services
Experience
Empire Valuation Consultants, LLC 1996 - Present
State Street Bank & Trust Co. 1992 - 1996
Putnam Investments 1991 - 1992
Skills
Business Valuation, Financial Reporting, Valuation, ESOPs, Fairness Opinions, Due Diligence, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Equities, Risk Management, Private Equity, Finance, Derivatives, Hedge Funds, ESOP
Education
University of Rochester - Simon Business School 1989 — 1991
MBA, Finance & Corporate Accounting
Saint Bonaventure University 1981 — 1985
BBA, Finance
Empire Valuation Consultants, LLC 1996 - Present
State Street Bank & Trust Co. 1992 - 1996
Putnam Investments 1991 - 1992
Skills
Business Valuation, Financial Reporting, Valuation, ESOPs, Fairness Opinions, Due Diligence, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Equities, Risk Management, Private Equity, Finance, Derivatives, Hedge Funds, ESOP
Education
University of Rochester - Simon Business School 1989 — 1991
MBA, Finance & Corporate Accounting
Saint Bonaventure University 1981 — 1985
BBA, Finance
Lasha Elliott Lasha Elliott's Putnam Investments Experience 1991 - 1994
Job Business Accountant
Industry Financial Services
Experience
Bookkeeping Service March 2013 - Present
Honeywell March 2012 - March 2014
SG Industries, Inc. June 2009 - August 2011
Coventry Health Care, an Aetna Company July 2006 - June 2009
Marriott International July 1995 - September 2007
Lumina Power July 2004 - November 2005
Abacus Travel October 1999 - April 2004
Trend-Lines July 1998 - October 1999
Putnam Investments 1991 - 1994
Skills
Banking, Small Business, Budgets, Microsoft Excel, Management, Strategic Planning, Process Improvement, Customer Service, Business Planning, Insurance, Microsoft Office, Team Building, Business Development, Leadership, New Business Development
Education
Regis College 1990 — 1994
Political Science
Bookkeeping Service March 2013 - Present
Honeywell March 2012 - March 2014
SG Industries, Inc. June 2009 - August 2011
Coventry Health Care, an Aetna Company July 2006 - June 2009
Marriott International July 1995 - September 2007
Lumina Power July 2004 - November 2005
Abacus Travel October 1999 - April 2004
Trend-Lines July 1998 - October 1999
Putnam Investments 1991 - 1994
Skills
Banking, Small Business, Budgets, Microsoft Excel, Management, Strategic Planning, Process Improvement, Customer Service, Business Planning, Insurance, Microsoft Office, Team Building, Business Development, Leadership, New Business Development
Education
Regis College 1990 — 1994
Political Science
George Almasi George Almasi's Putnam Investments Experience March 2004 - March 2005
Job Freelance Designer at Natixis Global Asset Management
Industry Graphic Design
Experience
Hologic, Inc. December 2012 - Present
Natixis Global Asset Management July 2015 - August 2015
Life Is Good April 2015 - July 2015
RedSwan5 October 2014 - April 2015
Wilde Agency July 2014 - October 2014
TripAdvisor October 2013 - March 2014
Digitas September 1999 - October 2013
TIAA-CREF June 2010 - January 2012
Yale Appliance and Lighting April 1998 - July 2006
Putnam Investments March 2004 - March 2005
Skills
User Interface, Typography, Web Design, Flash, Online Advertising, Copywriting, Mobile Applications, Writing, ActionScript, Layout, Brochures, Graphics, Creative Direction, Direct Mail, Interaction Design, Interactive Advertising, Creative Strategy, Information Architecture, User Interface Design, User Experience
Education
Rhode Island School of Design 1984 — 1988
Bachelor of Fine Arts (B.F.A.)
Hologic, Inc. December 2012 - Present
Natixis Global Asset Management July 2015 - August 2015
Life Is Good April 2015 - July 2015
RedSwan5 October 2014 - April 2015
Wilde Agency July 2014 - October 2014
TripAdvisor October 2013 - March 2014
Digitas September 1999 - October 2013
TIAA-CREF June 2010 - January 2012
Yale Appliance and Lighting April 1998 - July 2006
Putnam Investments March 2004 - March 2005
Skills
User Interface, Typography, Web Design, Flash, Online Advertising, Copywriting, Mobile Applications, Writing, ActionScript, Layout, Brochures, Graphics, Creative Direction, Direct Mail, Interaction Design, Interactive Advertising, Creative Strategy, Information Architecture, User Interface Design, User Experience
Education
Rhode Island School of Design 1984 — 1988
Bachelor of Fine Arts (B.F.A.)
Nathaniel McNamee Nathaniel McNamee's Putnam Investments Experience June 2008 - August 2008
Job at Brookfield Asset Management
Industry Financial Services
Experience
Brookfield Asset Management November 2014 - Present
NEPC August 2010 - November 2014
Gabelli School of Business December 2009 - May 2010
GTECH October 2009 - May 2010
Roger Williams University August 2009 - May 2010
Putnam Investments June 2008 - August 2008
Skills
Research, Alternative Investments, Financial Modeling, Bloomberg, Excel, Investments, Word, PowerPoint, Hedge Funds, Equities, Portfolio Management
Education
Roger Williams University 2006 — 2010
BS, Financial Services
University of Virginia 2009 — 2009
Brookfield Asset Management November 2014 - Present
NEPC August 2010 - November 2014
Gabelli School of Business December 2009 - May 2010
GTECH October 2009 - May 2010
Roger Williams University August 2009 - May 2010
Putnam Investments June 2008 - August 2008
Skills
Research, Alternative Investments, Financial Modeling, Bloomberg, Excel, Investments, Word, PowerPoint, Hedge Funds, Equities, Portfolio Management
Education
Roger Williams University 2006 — 2010
BS, Financial Services
University of Virginia 2009 — 2009
Geoffrey Blaisdell Geoffrey Blaisdell's Putnam Investments Experience October 1997 - April 1998
Job Head of Information Technology at Western Asset Management
Industry Investment Management
Experience
Western Asset Management September 2000 - Present
FFTW April 1998 - August 2000
Putnam Investments October 1997 - April 1998
BlackRock April 1994 - October 1997
PaineWebber May 1991 - April 1994
IBM August 1989 - May 1991
Skills
Fixed Income
Education
Rensselaer Polytechnic Institute 1985 — 1989
BS, Electrical Engineering
Western Asset Management September 2000 - Present
FFTW April 1998 - August 2000
Putnam Investments October 1997 - April 1998
BlackRock April 1994 - October 1997
PaineWebber May 1991 - April 1994
IBM August 1989 - May 1991
Skills
Fixed Income
Education
Rensselaer Polytechnic Institute 1985 — 1989
BS, Electrical Engineering
Tamara Waldrupe's Putnam Investments Experience February 2008 - February 2009
Job Middle Market Underwriter Technician at The Hanover Insurance Group
Industry Insurance
Experience
The Hanover Insurance Group May 2014 - Present
The Hanover Insurance Group April 2012 - May 2014
The Hanover Insurance Group July 2009 - March 2012
Putnam Investments February 2008 - February 2009
Princeton Properties 2006 - 2008
Skills
Marketing, Underwriting, Customer Service, New Business Development, Sales, Insurance, Budgets
Education
Quinnipiac University 2001 — 2005
B.A. Communications, Broadcast Journalism
The Hanover Insurance Group May 2014 - Present
The Hanover Insurance Group April 2012 - May 2014
The Hanover Insurance Group July 2009 - March 2012
Putnam Investments February 2008 - February 2009
Princeton Properties 2006 - 2008
Skills
Marketing, Underwriting, Customer Service, New Business Development, Sales, Insurance, Budgets
Education
Quinnipiac University 2001 — 2005
B.A. Communications, Broadcast Journalism
Alouette Alexander Alouette Alexander's Putnam Investments Experience January 2000 - January 2001
Job Marketing Technology at JLL
Industry Commercial Real Estate
Experience
JLL March 2015 - Present
JLL January 2012 - March 2015
Jones Lang LaSalle September 2007 - December 2011
Alouette Innovations January 2004 - December 2011
Eastdil Secured February 2007 - September 2007
Trammell Crow Company February 2004 - September 2007
Blue Cross Blue Shield of Massachusetts November 2002 - December 2003
Wellington Management January 2001 - November 2002
Putnam Investments January 2000 - January 2001
Skills
Adobe Creative Suite, Email Marketing, Creative Direction, Digital Marketing, Graphic Design, Brand Development, Art Direction, Social Media, SEO, Marketing, Typography, User Experience, Corporate Branding, Graphics, Marketing Communications, Advertising, Illustration, InDesign, CSS, Interactive Marketing, Branding & Identity, Digital Strategy, Web Design, Creative Strategy, Integrated Marketing
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2014
Mini-MBA, Digital Marketing
Suffolk University 2005 — 2008
MA, Communications, Integrated Marketing
Rutgers University-New Brunswick 1995 — 1999
BFA, Concentration: Graphic Design
JLL March 2015 - Present
JLL January 2012 - March 2015
Jones Lang LaSalle September 2007 - December 2011
Alouette Innovations January 2004 - December 2011
Eastdil Secured February 2007 - September 2007
Trammell Crow Company February 2004 - September 2007
Blue Cross Blue Shield of Massachusetts November 2002 - December 2003
Wellington Management January 2001 - November 2002
Putnam Investments January 2000 - January 2001
Skills
Adobe Creative Suite, Email Marketing, Creative Direction, Digital Marketing, Graphic Design, Brand Development, Art Direction, Social Media, SEO, Marketing, Typography, User Experience, Corporate Branding, Graphics, Marketing Communications, Advertising, Illustration, InDesign, CSS, Interactive Marketing, Branding & Identity, Digital Strategy, Web Design, Creative Strategy, Integrated Marketing
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2014
Mini-MBA, Digital Marketing
Suffolk University 2005 — 2008
MA, Communications, Integrated Marketing
Rutgers University-New Brunswick 1995 — 1999
BFA, Concentration: Graphic Design
Donna Rockwell's Putnam Investments Experience October 2000 - August 2002
Job Independent Design Professional
Industry Design
Experience
Do Well Design 2003 - Present
Grouper Design June 2011 - June 2015
Mercer January 2003 - November 2010
School of the Museum of Fine Arts January 2001 - December 2008
UMC Gallery, University of Colorado September 2002 - May 2003
Putnam Investments October 2000 - August 2002
Arlington Catholic High School September 1999 - July 2000
Hasbro February 1999 - May 1999
Ziff-Davis Publishing January 1993 - June 1998
Skills
Graphic Design
Education
Rhode Island School of Design
BFA, Illustration
Do Well Design 2003 - Present
Grouper Design June 2011 - June 2015
Mercer January 2003 - November 2010
School of the Museum of Fine Arts January 2001 - December 2008
UMC Gallery, University of Colorado September 2002 - May 2003
Putnam Investments October 2000 - August 2002
Arlington Catholic High School September 1999 - July 2000
Hasbro February 1999 - May 1999
Ziff-Davis Publishing January 1993 - June 1998
Skills
Graphic Design
Education
Rhode Island School of Design
BFA, Illustration
Athanasios Metropoulos Athanasios Metropoulos's Putnam Investments Experience March 2015 - Present
Job Client Reporting Associate at Putnam Investments, Level II CFA Candidate
Industry Financial Services
Experience
Putnam Investments March 2015 - Present
Fidelity Investments August 2014 - March 2015
Fidelity Investments July 2013 - August 2014
Roger Williams University Office of Admissions September 2009 - May 2013
East Coast Seafood July 2010 - January 2013
East Coast Seafood July 2009 - January 2013
Roger Williams University, Gabelli School of Business January 2012 - May 2012
Skills
•Experience with SAP..., HTML coding, Microsoft..., •Experience with..., •Fluent in Greek, Technical Analysis, Fundamental Analysis, Behavioral Analysis, Portfolio Management, Credit, Investments, Research, Economics, Corporate Finance, Accounting, Financial Modeling, Equity Trading, Options Strategies, Management, Finance
Education
Roger Williams University 2009 — 2013
Bachelor of Science, Finance
Roger Williams University Mario J. Gabelli School of Business 2009 — 2013
Bachelor of Science, AACSB accredited; Finance; Dubai and S; London and Paris; History
Putnam Investments March 2015 - Present
Fidelity Investments August 2014 - March 2015
Fidelity Investments July 2013 - August 2014
Roger Williams University Office of Admissions September 2009 - May 2013
East Coast Seafood July 2010 - January 2013
East Coast Seafood July 2009 - January 2013
Roger Williams University, Gabelli School of Business January 2012 - May 2012
Skills
•Experience with SAP..., HTML coding, Microsoft..., •Experience with..., •Fluent in Greek, Technical Analysis, Fundamental Analysis, Behavioral Analysis, Portfolio Management, Credit, Investments, Research, Economics, Corporate Finance, Accounting, Financial Modeling, Equity Trading, Options Strategies, Management, Finance
Education
Roger Williams University 2009 — 2013
Bachelor of Science, Finance
Roger Williams University Mario J. Gabelli School of Business 2009 — 2013
Bachelor of Science, AACSB accredited; Finance; Dubai and S; London and Paris; History
Tim Rattigan's Putnam Investments Experience September 2014 - September 2015
Job Inbound Sales Representative at MFS
Industry Financial Services
Experience
MFS Investment Management September 2015 - Present
Putnam Investments September 2014 - September 2015
Downtown Boston Business Improvement District (DBBID) June 2012 - August 2012
Skills
Microsoft Excel, Data Analysis, Public Speaking, Statistics, Economics, QuickBooks, Investments, Mutual Funds, SPSS, Critical Thinking, Analysis, Financial Analysis, Teamwork
Education
Saint Anselm College 2010 — 2014
Bachelor’s Degree, Bachelor of Arts: Business
MFS Investment Management September 2015 - Present
Putnam Investments September 2014 - September 2015
Downtown Boston Business Improvement District (DBBID) June 2012 - August 2012
Skills
Microsoft Excel, Data Analysis, Public Speaking, Statistics, Economics, QuickBooks, Investments, Mutual Funds, SPSS, Critical Thinking, Analysis, Financial Analysis, Teamwork
Education
Saint Anselm College 2010 — 2014
Bachelor’s Degree, Bachelor of Arts: Business
Ann Lynch Ann Lynch's Putnam Investments Experience January 1997 - January 2001
Job Realtor at Real Estate Associates of Cape Cod
Industry Real Estate
Experience
Real Estate Associates, Inc. October 2012 - Present
ZING PRODUCTS, INC January 2009 - Present
Gerry Abbott Realtors, Inc. November 2002 - November 2008
Fidelity Investments 2000 - January 2002
Putnam Investments January 1997 - January 2001
Skills
Real Estate, Real Estate Transactions, Market Analysis, Contract Negotiation, Home Staging, Accredited Buyer Rep, Selling, Condos, Sellers, Property, Investment Properties, Marketing, Vacation Homes, Buyer Representation, Buyers, Sales
Education
AMERICAN ACADEMY OF REALTORS 2002 — 2002
Licensed in the Commonwealth of Massachusetts, Residential Real Estate
Saint Anselm College 1987 — 1991
Bachelor of Arts (BA), Business Administration, Management and Operations
Real Estate Associates, Inc. October 2012 - Present
ZING PRODUCTS, INC January 2009 - Present
Gerry Abbott Realtors, Inc. November 2002 - November 2008
Fidelity Investments 2000 - January 2002
Putnam Investments January 1997 - January 2001
Skills
Real Estate, Real Estate Transactions, Market Analysis, Contract Negotiation, Home Staging, Accredited Buyer Rep, Selling, Condos, Sellers, Property, Investment Properties, Marketing, Vacation Homes, Buyer Representation, Buyers, Sales
Education
AMERICAN ACADEMY OF REALTORS 2002 — 2002
Licensed in the Commonwealth of Massachusetts, Residential Real Estate
Saint Anselm College 1987 — 1991
Bachelor of Arts (BA), Business Administration, Management and Operations
Deborah A. Ryan Deborah A. Ryan's Putnam Investments Experience 2005 - 2006
Job Director, Marketing, Harvard Business School Executive Education
Industry Higher Education
Experience
Harvard Business School Executive Education February 2007 - Present
Harvard Business School Executive Education February 2006 - April 2007
Putnam Investments 2005 - 2006
Putnam Investments 1996 - 2005
Putnam Investments 1992 - 1996
Bank of Boston 1985 - 1992
Skills
Marketing Communications, Social Media Marketing, Financial Services, Integrated Marketing, Marketing Strategy, Email Marketing, Digital Marketing, Online Advertising, Direct Marketing, Corporate Communications, Lead Generation, Market Research, Strategic Planning, Marketing, Competitive Analysis, Analytics, Direct Mail, Advertising, Management, Creative Direction, Online Marketing
Education
Harvard Business School Executive Education
Strategic Marketing Management Program
Simmons College 1990 — 1992
Master of Science, Communications Management
Saint Michael's College 1981 — 1985
Bachelor of Arts, Journalism
Harvard Business School Executive Education February 2007 - Present
Harvard Business School Executive Education February 2006 - April 2007
Putnam Investments 2005 - 2006
Putnam Investments 1996 - 2005
Putnam Investments 1992 - 1996
Bank of Boston 1985 - 1992
Skills
Marketing Communications, Social Media Marketing, Financial Services, Integrated Marketing, Marketing Strategy, Email Marketing, Digital Marketing, Online Advertising, Direct Marketing, Corporate Communications, Lead Generation, Market Research, Strategic Planning, Marketing, Competitive Analysis, Analytics, Direct Mail, Advertising, Management, Creative Direction, Online Marketing
Education
Harvard Business School Executive Education
Strategic Marketing Management Program
Simmons College 1990 — 1992
Master of Science, Communications Management
Saint Michael's College 1981 — 1985
Bachelor of Arts, Journalism
Mike Foy, CFP® Mike Foy, CFP®'s Putnam Investments Experience April 2013 - Present
Job Defined Contribution Investment Wholesaler at Putnam Investments
Industry Investment Management
Experience
Putnam Investments April 2013 - Present
Alliant Insurance Services May 2011 - April 2013
AllianceBernstein October 2006 - March 2011
MFS Investment Management March 2005 - October 2006
Prudential Financial May 2002 - March 2005
PriVest Bank August 2000 - May 2002
Lincoln Financial Group 1988 - 2000
Jesuit Volunteer Corps Northwest August 1987 - July 1988
Skills
Retirement Planning, Investments, Series 63, 401k, Series 7, Mutual Funds, Asset Allocation, Retirement, Investment Advisory, Defined Benefit, Profit Sharing, Series 6, Pensions, Wealth Management, Securities, Fixed Annuities, Asset Managment, Alternative Investments, Retirement Plan..., Series 65, Investment Strategies, 403 b, 457 Plans
Education
University of California, Irvine - The Paul Merage School of Business 1998 — 1999
MBA, Finance
St. Mary's College of California 1983 — 1987
Bachelor's Degree, Business, Psychology
Gunn
Putnam Investments April 2013 - Present
Alliant Insurance Services May 2011 - April 2013
AllianceBernstein October 2006 - March 2011
MFS Investment Management March 2005 - October 2006
Prudential Financial May 2002 - March 2005
PriVest Bank August 2000 - May 2002
Lincoln Financial Group 1988 - 2000
Jesuit Volunteer Corps Northwest August 1987 - July 1988
Skills
Retirement Planning, Investments, Series 63, 401k, Series 7, Mutual Funds, Asset Allocation, Retirement, Investment Advisory, Defined Benefit, Profit Sharing, Series 6, Pensions, Wealth Management, Securities, Fixed Annuities, Asset Managment, Alternative Investments, Retirement Plan..., Series 65, Investment Strategies, 403 b, 457 Plans
Education
University of California, Irvine - The Paul Merage School of Business 1998 — 1999
MBA, Finance
St. Mary's College of California 1983 — 1987
Bachelor's Degree, Business, Psychology
Gunn
Lisa (D'Allesandro) deMont Lisa (D'Allesandro) deMont's Putnam Investments Experience 2003 - 2004
Job
Industry Financial Services
Experience
F-Squared Investments February 2015 - Present
F-Squared Investments October 2013 - February 2015
Marimekko Boston/Cambridge May 2010 - October 2013
Upromise Investments, Inc February 2006 - May 2010
Asset Communications, Inc. 2004 - 2006
Putnam Investments 2003 - 2004
Putnam Investments 1991 - 2003
Skills
Management, Retail, Team Building, Marketing, Marketing Strategy, New Business Development, Financial Services, Strategic Planning, Investments, Sales, Relationship Management, Merchandising, Customer Service, Mergers, Business Development, Sales Management, Social Media Marketing, Competitive Analysis, Customer Retention, Mergers & Acquisitions, Advertising, Strategy, Leadership, Selling, Salesforce.com, CRM, Product Marketing, Product Management, Marketing Communications, Sales Process, Email Marketing, Account Management, B2B, Market Research, Start-ups, Brand Development, Customer Satisfaction, Business Strategy, Brand Management, Sales Operations, Risk Management, Strategic Partnerships, Direct Marketing, Lead Generation, Integrated Marketing, Portfolio Management
Education
Simmons College - Simmons School of Management 2001 — 2003
MBA
Arlington Catholic High School
Saint Anselm College
BA
F-Squared Investments February 2015 - Present
F-Squared Investments October 2013 - February 2015
Marimekko Boston/Cambridge May 2010 - October 2013
Upromise Investments, Inc February 2006 - May 2010
Asset Communications, Inc. 2004 - 2006
Putnam Investments 2003 - 2004
Putnam Investments 1991 - 2003
Skills
Management, Retail, Team Building, Marketing, Marketing Strategy, New Business Development, Financial Services, Strategic Planning, Investments, Sales, Relationship Management, Merchandising, Customer Service, Mergers, Business Development, Sales Management, Social Media Marketing, Competitive Analysis, Customer Retention, Mergers & Acquisitions, Advertising, Strategy, Leadership, Selling, Salesforce.com, CRM, Product Marketing, Product Management, Marketing Communications, Sales Process, Email Marketing, Account Management, B2B, Market Research, Start-ups, Brand Development, Customer Satisfaction, Business Strategy, Brand Management, Sales Operations, Risk Management, Strategic Partnerships, Direct Marketing, Lead Generation, Integrated Marketing, Portfolio Management
Education
Simmons College - Simmons School of Management 2001 — 2003
MBA
Arlington Catholic High School
Saint Anselm College
BA
Christian Cipolla, CRPC Christian Cipolla, CRPC's Putnam Investments Experience 1994 - 1998
Job Key Accounts Sr. Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2008 - Present
Fidelity Investments August 2004 - September 2008
Fidelity Investments January 1998 - August 2004
Putnam Investments 1994 - 1998
Skills
Mutual Funds, Series 63, Series 7, Investments, Retirement, 401k, Wealth Management, Financial Services, Insurance, Asset Allocation, Securities, Asset Management, Retirement Planning, Equities, Relationship Management, Alternative Investments, Strategic Planning, Fixed Income, Investment Advisory
Education
Rhode Island College 1989 — 1993
BA
Our Lady of Providence 1984 — 1988
Fidelity Investments September 2008 - Present
Fidelity Investments August 2004 - September 2008
Fidelity Investments January 1998 - August 2004
Putnam Investments 1994 - 1998
Skills
Mutual Funds, Series 63, Series 7, Investments, Retirement, 401k, Wealth Management, Financial Services, Insurance, Asset Allocation, Securities, Asset Management, Retirement Planning, Equities, Relationship Management, Alternative Investments, Strategic Planning, Fixed Income, Investment Advisory
Education
Rhode Island College 1989 — 1993
BA
Our Lady of Providence 1984 — 1988
Tina D. Brissette Tina D. Brissette's Putnam Investments Experience January 1996 - January 1999
Job Wildlife Photography
Industry Photography
Experience
Tina Brissette February 2015 - Present
Adecco - CVS.com Pharmacy July 2010 - October 2010
CPHT CVS/Caremark October 2009 - May 2010
Adecco, CVS/Caremark partnership August 2009 - October 2009
MetLife Financial Services November 1999 - February 2002
Putnam Investments January 1996 - January 1999
Skills
Six Sigma, Pharmaceutical Industry, Insurance, Sales, Training, Cross-functional Team..., Pharmacy, Prescription, Process Improvement, Change Management, Life Insurance, Finance, Health Insurance, Inventory Management, Leadership, Quality Assurance, Business Analysis
Education
Rhode Island College 1985 — 1989
BA, Psychology; Sociology and Criminal Justice
Tina Brissette February 2015 - Present
Adecco - CVS.com Pharmacy July 2010 - October 2010
CPHT CVS/Caremark October 2009 - May 2010
Adecco, CVS/Caremark partnership August 2009 - October 2009
MetLife Financial Services November 1999 - February 2002
Putnam Investments January 1996 - January 1999
Skills
Six Sigma, Pharmaceutical Industry, Insurance, Sales, Training, Cross-functional Team..., Pharmacy, Prescription, Process Improvement, Change Management, Life Insurance, Finance, Health Insurance, Inventory Management, Leadership, Quality Assurance, Business Analysis
Education
Rhode Island College 1985 — 1989
BA, Psychology; Sociology and Criminal Justice
Rebecca Rubin Rebecca Rubin's Putnam Investments Experience 2000 - 2001
Job Sales Associate at Residential Properties Ltd.
Industry Real Estate
Experience
Residential Properties Ltd. February 2014 - Present
Cowan Plastics, LLC 2001 - 2006
Putnam Investments 2000 - 2001
Skills
Sellers, Real Estate, Single Family Homes, Buyer Representation, Relocation, Selling, Investment Properties, First Time Home Buyers, Condos
Education
Roger Williams University 1996 — 2000
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Residential Properties Ltd. February 2014 - Present
Cowan Plastics, LLC 2001 - 2006
Putnam Investments 2000 - 2001
Skills
Sellers, Real Estate, Single Family Homes, Buyer Representation, Relocation, Selling, Investment Properties, First Time Home Buyers, Condos
Education
Roger Williams University 1996 — 2000
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Doreen Berard's Putnam Investments Experience April 2008 - December 2009
Job Senior US ManagerCustomer Service moo.com
Industry Internet
Experience
moo.com March 2011 - Present
Putnam Investments April 2008 - December 2009
Putnam Investments November 2002 - April 2008
Putnam Investments November 1999 - November 2002
Pitney Bowes May 1997 - November 1999
Education
Rhode Island College
BA, Communications and English
moo.com March 2011 - Present
Putnam Investments April 2008 - December 2009
Putnam Investments November 2002 - April 2008
Putnam Investments November 1999 - November 2002
Pitney Bowes May 1997 - November 1999
Education
Rhode Island College
BA, Communications and English
Vincent Maniscalco Vincent Maniscalco's Putnam Investments Experience April 2014 - January 2015
Job Lead Retirement Representative with Empower Retirement
Industry Financial Services
Experience
Empower Retirement September 2015 - Present
Empower Retirement June 2015 - September 2015
EMPOWER Retirement April 2014 - June 2015
Putnam Investments April 2014 - January 2015
Laser Quest May 2012 - April 2014
Laser Quest August 2011 - May 2012
Laser Quest November 2007 - August 2011
Skills
Series 7, Series 63, Customer Service, Event Management, Leadership, Public Speaking, Inventory Management, Entertainment, Telephone Skills, Teamwork, Critical Thinking, Employee Training, Process Scheduler, Sales, Coaching, Social Networking, Time Management, Event Planning, Microsoft Office, Hospitality, Phone Etiquette
Education
Saint Anselm College 2008 — 2012
Bachelor's degree, Liberal Studies in the Great Books
Empower Retirement September 2015 - Present
Empower Retirement June 2015 - September 2015
EMPOWER Retirement April 2014 - June 2015
Putnam Investments April 2014 - January 2015
Laser Quest May 2012 - April 2014
Laser Quest August 2011 - May 2012
Laser Quest November 2007 - August 2011
Skills
Series 7, Series 63, Customer Service, Event Management, Leadership, Public Speaking, Inventory Management, Entertainment, Telephone Skills, Teamwork, Critical Thinking, Employee Training, Process Scheduler, Sales, Coaching, Social Networking, Time Management, Event Planning, Microsoft Office, Hospitality, Phone Etiquette
Education
Saint Anselm College 2008 — 2012
Bachelor's degree, Liberal Studies in the Great Books
Jason Ward, MBA's Putnam Investments Experience July 1999 - April 2004
Job Vice President Business Architecture at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments March 2012 - Present
Fidelity Investments January 2008 - March 2012
Fidelity Investments April 2006 - December 2007
Fidelity Investments April 2004 - April 2006
Putnam Investments July 1999 - April 2004
Fleet Financial Group July 1998 - July 1999
The Boston Company December 1996 - June 1998
Skills
Fixed Income, Equities, Settlement, Mutual Funds, Collateral Management, Back Office, Business Architecture, Business Strategy Design, FX Options, Securities, Financial Services, Asset Management, Investments, Middle Office, Risk Management, Relationship Management, Investment Management, Bloomberg, Strategy, Hedge Funds, Derivatives, Business Analysis, Financial Markets, Tri-Party Repo, Business Strategy, Multi-site Team..., Coaching, Business Process..., Business Process Design
Education
Suffolk University - Sawyer Business School 2001 — 2005
MBA, Finance
Saint Michael's College 1992 — 1996
BA, English
Austin Prep 1989 — 1992
Fidelity Investments September 2015 - Present
Fidelity Investments March 2012 - Present
Fidelity Investments January 2008 - March 2012
Fidelity Investments April 2006 - December 2007
Fidelity Investments April 2004 - April 2006
Putnam Investments July 1999 - April 2004
Fleet Financial Group July 1998 - July 1999
The Boston Company December 1996 - June 1998
Skills
Fixed Income, Equities, Settlement, Mutual Funds, Collateral Management, Back Office, Business Architecture, Business Strategy Design, FX Options, Securities, Financial Services, Asset Management, Investments, Middle Office, Risk Management, Relationship Management, Investment Management, Bloomberg, Strategy, Hedge Funds, Derivatives, Business Analysis, Financial Markets, Tri-Party Repo, Business Strategy, Multi-site Team..., Coaching, Business Process..., Business Process Design
Education
Suffolk University - Sawyer Business School 2001 — 2005
MBA, Finance
Saint Michael's College 1992 — 1996
BA, English
Austin Prep 1989 — 1992
Katie Bates Katie Bates's Putnam Investments Experience January 2007 - May 2008
Job Manager, Global Event Operations at IHS
Industry Information Services
Experience
IHS April 2014 - Present
IHS November 2009 - April 2014
Putnam Investments January 2007 - May 2008
Skills
Meeting Planning, Event Management, Corporate Events, Management
Education
Richmond, The American International University in London 2002 — 2005
Bachelor of Arts (B.A.), International Relations and Affairs
IHS April 2014 - Present
IHS November 2009 - April 2014
Putnam Investments January 2007 - May 2008
Skills
Meeting Planning, Event Management, Corporate Events, Management
Education
Richmond, The American International University in London 2002 — 2005
Bachelor of Arts (B.A.), International Relations and Affairs
Tom Shanley Tom Shanley's Putnam Investments Experience February 1995 - November 2007
Job John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services December 2007 - April 2015
Putnam Investments February 1995 - November 2007
Mercer 2005 - 2005
Skills
Investments, Employee Benefits, Retirement Planning, 401k, Vendor Management, Relationship Management, Mergers, Call Center, Series 7, Mutual Funds, Securities, Series 63, Financial Services, Retirement, Series 6
Education
Rhode Island College 1988 — 1994
BA, Sociology
Licenses: FINRA Series 7, 63 - Life Insurance Producer License
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services December 2007 - April 2015
Putnam Investments February 1995 - November 2007
Mercer 2005 - 2005
Skills
Investments, Employee Benefits, Retirement Planning, 401k, Vendor Management, Relationship Management, Mergers, Call Center, Series 7, Mutual Funds, Securities, Series 63, Financial Services, Retirement, Series 6
Education
Rhode Island College 1988 — 1994
BA, Sociology
Licenses: FINRA Series 7, 63 - Life Insurance Producer License
Jennifer Menery's Putnam Investments Experience September 2006 - July 2008
Job Food and Lifestyle Photographer
Industry Marketing and Advertising
Experience
Jennifer Menery Photography August 2014 - Present
Putnam Investments September 2006 - July 2008
Skills
Social Media, Marketing Communications, Social Media Marketing, Email Marketing
Education
Saint Joseph's University 2002 — 2006
Bachelors, Marketing
Lorenzo di Medici 2005 — 2005
Art, business and language
Jennifer Menery Photography August 2014 - Present
Putnam Investments September 2006 - July 2008
Skills
Social Media, Marketing Communications, Social Media Marketing, Email Marketing
Education
Saint Joseph's University 2002 — 2006
Bachelors, Marketing
Lorenzo di Medici 2005 — 2005
Art, business and language
Renee Wilcox Renee Wilcox's Putnam Investments Experience 2000 - 2006
Job Learning & Development Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2007 - Present
Putnam Investments 2000 - 2006
Skills
E-Learning, Instructional Design, Learning Management..., Adobe Captivate, Adobe Fireworks, Lectora, Adobe Dreamweaver, Camtasia, Flash Professional, Voice Over, Audio Editing, Storyboarding, Web Development, Captivate, Training, Staff Development, Instructor-led Training, Employee Training, Dreamweaver, Leadership, Technical Training, SnagIt
Education
Roger Williams University 1995 — 1996
LPL Financial January 2007 - Present
Putnam Investments 2000 - 2006
Skills
E-Learning, Instructional Design, Learning Management..., Adobe Captivate, Adobe Fireworks, Lectora, Adobe Dreamweaver, Camtasia, Flash Professional, Voice Over, Audio Editing, Storyboarding, Web Development, Captivate, Training, Staff Development, Instructor-led Training, Employee Training, Dreamweaver, Leadership, Technical Training, SnagIt
Education
Roger Williams University 1995 — 1996
Sun Poschmann Sun Poschmann's Putnam Investments Experience December 1995 - August 1997
Job Client Service Manager at ADP
Industry Financial Services
Experience
ADP May 2014 - Present
America's Credit Union Museum December 2010 - October 2012
Fidelity Investments May 1999 - January 2001
Fleet Investment Group August 1997 - May 1999
Putnam Investments December 1995 - August 1997
MassMutual Financial Group May 1994 - December 1995
Skills
Strategic Planning, Social Media, Public Relations, Event Planning, Public Speaking, Superior Client Service, Relationship Management, Account Management, Direct Marketing, Training
Education
Quinnipiac University - School of Business 1989 — 1993
BS, International Business
ADP May 2014 - Present
America's Credit Union Museum December 2010 - October 2012
Fidelity Investments May 1999 - January 2001
Fleet Investment Group August 1997 - May 1999
Putnam Investments December 1995 - August 1997
MassMutual Financial Group May 1994 - December 1995
Skills
Strategic Planning, Social Media, Public Relations, Event Planning, Public Speaking, Superior Client Service, Relationship Management, Account Management, Direct Marketing, Training
Education
Quinnipiac University - School of Business 1989 — 1993
BS, International Business
Chrissy Arthur Chrissy Arthur's Putnam Investments Experience 1994 - 1998
Job ePlus
Industry Information Technology and Services
Experience
ePlus January 2012 - Present
VantiCore February 2008 - January 2012
The Big Sisters Fund 2006 - 2007
The Butcher Company 2002 - 2004
The Butcher Company 1997 - 2004
Putnam Investments 1994 - 1998
EMC Corportation 1994 - 1997
Skills
Administration, Documentation, Customer Service, Troubleshooting, Customer Relations, Resource Management, Time Management, Process Improvement, Software Documentation, System Administration, Call Centers, Account Management, Sales, Team Building
Education
Rhode Island College 2007 — 2009
Sociology
Westfield State University 1996 — 1997
ePlus January 2012 - Present
VantiCore February 2008 - January 2012
The Big Sisters Fund 2006 - 2007
The Butcher Company 2002 - 2004
The Butcher Company 1997 - 2004
Putnam Investments 1994 - 1998
EMC Corportation 1994 - 1997
Skills
Administration, Documentation, Customer Service, Troubleshooting, Customer Relations, Resource Management, Time Management, Process Improvement, Software Documentation, System Administration, Call Centers, Account Management, Sales, Team Building
Education
Rhode Island College 2007 — 2009
Sociology
Westfield State University 1996 — 1997
Sharon Ripaldi-Nizko Sharon Ripaldi-Nizko's Putnam Investments Experience March 2006 - Present
Job Intraday Specialist/Workforce Management Putnam Investments
Industry Financial Services
Experience
Putnam Investments March 2006 - Present
Skills
Microsoft Excel, Investments, Financial Analysis, Finance, Business Analysis, Strategic Planning, Financial Services, Risk Management, Process Improvement, Portfolio Management
Education
Rivier College
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Putnam Investments March 2006 - Present
Skills
Microsoft Excel, Investments, Financial Analysis, Finance, Business Analysis, Strategic Planning, Financial Services, Risk Management, Process Improvement, Portfolio Management
Education
Rivier College
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Darren Tong's Putnam Investments Experience 1997 - 1999
Job Experienced Business Leader in Technology | Architecture | Strategy | Organization & Technology transformation for scale
Industry Information Technology and Services
Experience
New England Quality Care Alliance (NEQCA) September 2014 - Present
Blue Cross Blue Shield of Massachusetts June 2013 - August 2014
City Year November 2010 - April 2013
Biogen March 2006 - November 2009
The TJX Companies, Inc. July 2003 - March 2006
Teradyne, Inc. 1998 - 2002
Putnam Investments 1997 - 1999
Scitex America 1994 - 1996
Scitex America 1990 - 1994
Simon and Schuster - Prentice Hall 1990 - 1993
Skills
Cloud Computing, Integration, Enterprise Architecture, SDLC, ITIL, Enterprise Software, Business Intelligence, IT Management, Data Center, Software Development, SharePoint, Strategy, Information Technology, CRM, Security, Process Improvement, IT Operations, Vendor Management, Salesforce.com, Agile Methodologies, Networking, IT Strategy, Architecture, SaaS, Requirements Analysis, Leadership, Business Analysis, IT Service Management, Product Management, System Administration, Management, Quality Assurance, Infrastructure, Visio, System Deployment, Program Management, Workday, ERP, Testing, Analysis, Recruiting, Personnel Management, Mobility Strategy, Agile Project Management, IT Project & Program..., Microsoft SQL Server, Business Process..., Healthcare Information..., Project Management, Change Management
Education
Rhode Island School of Design 1984 — 1987
BFA, Photography
University of The Arts 1983 — 1984
Foundation Year
Newton South High School
New England Quality Care Alliance (NEQCA) September 2014 - Present
Blue Cross Blue Shield of Massachusetts June 2013 - August 2014
City Year November 2010 - April 2013
Biogen March 2006 - November 2009
The TJX Companies, Inc. July 2003 - March 2006
Teradyne, Inc. 1998 - 2002
Putnam Investments 1997 - 1999
Scitex America 1994 - 1996
Scitex America 1990 - 1994
Simon and Schuster - Prentice Hall 1990 - 1993
Skills
Cloud Computing, Integration, Enterprise Architecture, SDLC, ITIL, Enterprise Software, Business Intelligence, IT Management, Data Center, Software Development, SharePoint, Strategy, Information Technology, CRM, Security, Process Improvement, IT Operations, Vendor Management, Salesforce.com, Agile Methodologies, Networking, IT Strategy, Architecture, SaaS, Requirements Analysis, Leadership, Business Analysis, IT Service Management, Product Management, System Administration, Management, Quality Assurance, Infrastructure, Visio, System Deployment, Program Management, Workday, ERP, Testing, Analysis, Recruiting, Personnel Management, Mobility Strategy, Agile Project Management, IT Project & Program..., Microsoft SQL Server, Business Process..., Healthcare Information..., Project Management, Change Management
Education
Rhode Island School of Design 1984 — 1987
BFA, Photography
University of The Arts 1983 — 1984
Foundation Year
Newton South High School
Tina Souza, PMP's Putnam Investments Experience 2002 - 2003
Job Director, Sales & Relationship Management at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 2013 - Present
Fidelity Charitable January 2004 - June 2013
Fidelity Investments December 2004 - June 2006
Fidelity Investments January 2004 - December 2004
Siebel Systems August 1999 - April 2003
Putnam Investments 2002 - 2003
Software Emancipation Technology September 1997 - August 1999
Education
ITI Information Technology Institute 1996 — 1997
AIT, Information Technology
Saint Mary's University 1989 — 1992
BSc, Chemistry
Fidelity Investments June 2013 - Present
Fidelity Charitable January 2004 - June 2013
Fidelity Investments December 2004 - June 2006
Fidelity Investments January 2004 - December 2004
Siebel Systems August 1999 - April 2003
Putnam Investments 2002 - 2003
Software Emancipation Technology September 1997 - August 1999
Education
ITI Information Technology Institute 1996 — 1997
AIT, Information Technology
Saint Mary's University 1989 — 1992
BSc, Chemistry
Anthony Bertino's Putnam Investments Experience 1996 - 2001
Job Officer Business Analysis at State Street Corporation
Industry Information Technology and Services
Experience
State Street Corporation April 2001 - Present
Putnam Investments 1996 - 2001
Skills
Financial Services, SDLC, Business Analysis, Project Management
Education
Rutgers University-New Brunswick 1989 — 1994
State Street Corporation April 2001 - Present
Putnam Investments 1996 - 2001
Skills
Financial Services, SDLC, Business Analysis, Project Management
Education
Rutgers University-New Brunswick 1989 — 1994
Jennifer Waden's Putnam Investments Experience Compliance AnalystPutnam InvestmentsJanuary 2005 - January 2013
Job Compliance Specialist, Code of Ethics Dept at Putnam Investments
Industry Financial Services
Experience
Putnam Investments Compliance AnalystPutnam InvestmentsJanuary 2005 - January 2013
Education
Rivier College 2006 — 2008
Bachelor, Business
Putnam Investments Compliance AnalystPutnam InvestmentsJanuary 2005 - January 2013
Education
Rivier College 2006 — 2008
Bachelor, Business
Beth Mazor's Putnam Investments Experience December 1985 - January 2012
Job Sales Associate at Residential Properties Ltd.
Industry Real Estate
Experience
Residential Properties Ltd. June 2014 - Present
BSM Investment Trust February 2014 - Present
Temple Beth El June 2011 - Present
Board Process Solutions October 2012 - April 2014
Putnam Investments December 1985 - January 2012
Keystone 1983 - 1985
Skills
Project Management, Operations Management, Process Improvement, Productivity, Product Development, Management, Training Management, Board Administration, Board Relations, Board Governance, Communication Issues, Complex Systems, System Implementations, Strategy, Cross-functional Team..., Consulting, Change Management, Leadership, Financial Analysis, Talent Management, Nonprofits, Analysis, Mergers, Investments, First Time Home Buyers, Real Estate Transactions, Residential Investment...
Education
Rhode Island College 1977 — 1981
BS, Economics and Management
Residential Properties Ltd. June 2014 - Present
BSM Investment Trust February 2014 - Present
Temple Beth El June 2011 - Present
Board Process Solutions October 2012 - April 2014
Putnam Investments December 1985 - January 2012
Keystone 1983 - 1985
Skills
Project Management, Operations Management, Process Improvement, Productivity, Product Development, Management, Training Management, Board Administration, Board Relations, Board Governance, Communication Issues, Complex Systems, System Implementations, Strategy, Cross-functional Team..., Consulting, Change Management, Leadership, Financial Analysis, Talent Management, Nonprofits, Analysis, Mergers, Investments, First Time Home Buyers, Real Estate Transactions, Residential Investment...
Education
Rhode Island College 1977 — 1981
BS, Economics and Management
Greg Palagi's Putnam Investments Experience 1998 - 2001
Job Opportunity
Industry Wholesale
Experience
Rhode Island Novelty February 2013 - Present
Cool Air Creations Inc. August 2012 - January 2013
Liquid Blue January 2001 - January 2008
Putnam Investments 1998 - 2001
Skills
Apparel, Merchandising, Logo Design, Customer Service, Screen Printing, Sales, Sales Management, Trade Shows, New Business Development, Marketing Strategy, Social Media, Retail, Microsoft Excel, Fashion, Sales Operations, Social Media Marketing, Marketing, PowerPoint, Corporate Gifts, Microsoft Word, Cold Calling, Textiles, E-commerce
Education
Sacred Heart University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Rhode Island Novelty February 2013 - Present
Cool Air Creations Inc. August 2012 - January 2013
Liquid Blue January 2001 - January 2008
Putnam Investments 1998 - 2001
Skills
Apparel, Merchandising, Logo Design, Customer Service, Screen Printing, Sales, Sales Management, Trade Shows, New Business Development, Marketing Strategy, Social Media, Retail, Microsoft Excel, Fashion, Sales Operations, Social Media Marketing, Marketing, PowerPoint, Corporate Gifts, Microsoft Word, Cold Calling, Textiles, E-commerce
Education
Sacred Heart University 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Marie Bourgery's Putnam Investments Experience November 1997 - June 2001
Job Financial Analyst at Citizens Bank
Industry Accounting
Experience
Citizens Bank July 2006 - Present
LGC&D July 2004 - June 2005
Prescott Chatellier Fontaine & Wilkinson, LLP July 2001 - June 2004
Putnam Investments November 1997 - June 2001
Skills
Financial Reporting, Financial Analysis, Banking, Financial Modeling, Risk Management, Auditing, Internal Controls, Budgets, Sarbanes-Oxley Act, Forecasting, Financial Accounting, Account Reconciliation, Process Improvement, PeopleSoft, Access, Essbase, Microsoft Excel, Hyperion Enterprise, QuickBooks, Change Management, Tax, Finance, Cash Management, Strategic Financial..., Credit, Financial Planning, General Ledger, Variance Analysis
Education
University of Massachusetts Dartmouth 2008 — 2012
MBA, Business Administration and Management, General, GPA 3.95
Rhode Island College 1995 — 2001
B.S., B.S., & B.A., Accounting, Computer Information Systems, Psychology, GPA 3.94
Citizens Bank July 2006 - Present
LGC&D July 2004 - June 2005
Prescott Chatellier Fontaine & Wilkinson, LLP July 2001 - June 2004
Putnam Investments November 1997 - June 2001
Skills
Financial Reporting, Financial Analysis, Banking, Financial Modeling, Risk Management, Auditing, Internal Controls, Budgets, Sarbanes-Oxley Act, Forecasting, Financial Accounting, Account Reconciliation, Process Improvement, PeopleSoft, Access, Essbase, Microsoft Excel, Hyperion Enterprise, QuickBooks, Change Management, Tax, Finance, Cash Management, Strategic Financial..., Credit, Financial Planning, General Ledger, Variance Analysis
Education
University of Massachusetts Dartmouth 2008 — 2012
MBA, Business Administration and Management, General, GPA 3.95
Rhode Island College 1995 — 2001
B.S., B.S., & B.A., Accounting, Computer Information Systems, Psychology, GPA 3.94
Laura McNamee's Putnam Investments Experience 1997 - 2004
Job Capacity Engineer at Comcast
Industry Telecommunications
Experience
Comcast June 2014 - Present
Comcast January 2006 - Present
Comcast 2006 - 2007
King and Bishop 2005 - 2006
Fidelity Investments 2004 - 2005
Putnam Investments 1997 - 2004
Skills
Call Center, Call Centers, Broadband, Telecommunications, Workforce Management, VoIP, Telephony, Vendor Management, Computer Network..., Wireless, IP, MPLS, Optical Fiber, Switches, Network Design, Troubleshooting, VOD, Network Engineering, Cisco Technologies, Fiber Optics, Internet Services, Networking, System Deployment, Project Management, Capacity Planning
Education
Rivier College 2008 — 2010
MBA
University of Massachusetts Boston 1986 — 2000
Bachelor of Arts (B.A.), Psychology and Sociology
Comcast June 2014 - Present
Comcast January 2006 - Present
Comcast 2006 - 2007
King and Bishop 2005 - 2006
Fidelity Investments 2004 - 2005
Putnam Investments 1997 - 2004
Skills
Call Center, Call Centers, Broadband, Telecommunications, Workforce Management, VoIP, Telephony, Vendor Management, Computer Network..., Wireless, IP, MPLS, Optical Fiber, Switches, Network Design, Troubleshooting, VOD, Network Engineering, Cisco Technologies, Fiber Optics, Internet Services, Networking, System Deployment, Project Management, Capacity Planning
Education
Rivier College 2008 — 2010
MBA
University of Massachusetts Boston 1986 — 2000
Bachelor of Arts (B.A.), Psychology and Sociology
Brandon Blindt's Putnam Investments Experience January 2001 - February 2003
Job Specialty Adjuster at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance August 2005 - Present
Enterprise Rent-A-Car February 2003 - August 2005
Putnam Investments January 2001 - February 2003
Skills
Insurance, Sales, Analysis, Microsoft Excel, Account Management, Process Improvement, Financial Analysis, Public Speaking, Marketing
Education
Quinnipiac University - School of Business 1997 — 2001
Bachelor's degree, Marketing
Nationwide Insurance August 2005 - Present
Enterprise Rent-A-Car February 2003 - August 2005
Putnam Investments January 2001 - February 2003
Skills
Insurance, Sales, Analysis, Microsoft Excel, Account Management, Process Improvement, Financial Analysis, Public Speaking, Marketing
Education
Quinnipiac University - School of Business 1997 — 2001
Bachelor's degree, Marketing
Erin Perkins's Putnam Investments Experience 2008 - Present
Job Regional Sales Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments 2008 - Present
Putnam Investments 2006 - 2008
Putnam Investments 2001 - 2006
Putnam Investments 1997 - 2001
Putnam Investments 1994 - 1997
Putnam Investments October 1993 - August 1994
Skills
Series 6, Series 63, Series 26, Series 7, Series 24, Series 65
Education
Regis College
Bachelor of Arts (B.A.), Economics
Putnam Investments 2008 - Present
Putnam Investments 2006 - 2008
Putnam Investments 2001 - 2006
Putnam Investments 1997 - 2001
Putnam Investments 1994 - 1997
Putnam Investments October 1993 - August 1994
Skills
Series 6, Series 63, Series 26, Series 7, Series 24, Series 65
Education
Regis College
Bachelor of Arts (B.A.), Economics
David Beckett's Putnam Investments Experience 1993 - 2005
Job Director, Application Development
Industry Information Services
Experience
Mercer October 1993 - Present
Putnam Investments 1993 - 2005
Skills
SDLC, Business Analysis, Outsourcing, Agile Methodologies, Requirements Gathering, SQL, Requirements Analysis, Process Improvement, Software Project..., Visio, Data Warehousing, Project Management, DB2, .NET, Software Development, Management, IT Strategy
Education
Saint Anselm College 1989 — 1993
Bachelor of Arts (B.A.), Computer Science
Oakmont Regional H. S. 1985 — 1989
H.S. Diploma
Mercer October 1993 - Present
Putnam Investments 1993 - 2005
Skills
SDLC, Business Analysis, Outsourcing, Agile Methodologies, Requirements Gathering, SQL, Requirements Analysis, Process Improvement, Software Project..., Visio, Data Warehousing, Project Management, DB2, .NET, Software Development, Management, IT Strategy
Education
Saint Anselm College 1989 — 1993
Bachelor of Arts (B.A.), Computer Science
Oakmont Regional H. S. 1985 — 1989
H.S. Diploma
Gregory Long's Putnam Investments Experience February 1993 - January 1999
Job Executive Director at Federal Thrift Savings Plan
Industry Financial Services
Experience
Federal Retirement Thrift Investment Board March 2006 - Present
State Street January 1999 - March 2006
Putnam Investments February 1993 - January 1999
Skills
Mutual Funds, Investments, Strategic Planning, Asset Allocation, Series 7, Equities, Employee Benefits, Management, Finance, Financial Services, 401k, Securities, Pensions, Retirement, Asset Management, Series 63, Alternative Investments
Education
Saint Anselm College 1985 — 1989
BA, Business Administration
Federal Retirement Thrift Investment Board March 2006 - Present
State Street January 1999 - March 2006
Putnam Investments February 1993 - January 1999
Skills
Mutual Funds, Investments, Strategic Planning, Asset Allocation, Series 7, Equities, Employee Benefits, Management, Finance, Financial Services, 401k, Securities, Pensions, Retirement, Asset Management, Series 63, Alternative Investments
Education
Saint Anselm College 1985 — 1989
BA, Business Administration
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
Nicole Fortes-Samuel's Putnam Investments Experience November 2006 - February 2009
Job Owner / Designer at Nicole Samuel Designs LLC
Industry Apparel & Fashion
Experience
Nicole Samuel Designs LLC May 2012 - Present
Putnam Investments November 2006 - February 2009
Broker's Service Marketing Group LLC December 2002 - March 2004
Putnam Investments January 1996 - September 2001
Skills
Mac, Adobe Acrobat, Customer Service, Social Media Marketing, Layout, Microsoft Excel, Concept Development, Fashion Design, Event Planning, Marketing Event Planning, Retail, Process Improvement, Employee Training, Coaching
Education
Rhode Island College 1995 — 2000
Bachelor of Science (BS), Psychology, Criminal Justice, minor in Sociology
Nicole Samuel Designs LLC May 2012 - Present
Putnam Investments November 2006 - February 2009
Broker's Service Marketing Group LLC December 2002 - March 2004
Putnam Investments January 1996 - September 2001
Skills
Mac, Adobe Acrobat, Customer Service, Social Media Marketing, Layout, Microsoft Excel, Concept Development, Fashion Design, Event Planning, Marketing Event Planning, Retail, Process Improvement, Employee Training, Coaching
Education
Rhode Island College 1995 — 2000
Bachelor of Science (BS), Psychology, Criminal Justice, minor in Sociology
Adam DeAngelis's Putnam Investments Experience July 2013 - Present
Job Senior Regional Marketing Director at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2013 - Present
Putnam Investments March 2002 - July 2013
Skills
Series 6, Series 63, Series 7, Series 65, Mutual Funds, Alternative Investments, Asset Allocation, Fixed Income, 529 Plans, Salesforce.com, New Business Development
Education
Saint Anselm College 1992 — 1996
Business & Economics
Reading Memorial High School 1989 — 1992
Putnam Investments July 2013 - Present
Putnam Investments March 2002 - July 2013
Skills
Series 6, Series 63, Series 7, Series 65, Mutual Funds, Alternative Investments, Asset Allocation, Fixed Income, 529 Plans, Salesforce.com, New Business Development
Education
Saint Anselm College 1992 — 1996
Business & Economics
Reading Memorial High School 1989 — 1992
Todd Snodgrass's Putnam Investments Experience October 1995 - August 1999
Job Head of Support Services
Industry Financial Services
Experience
Eagle Investment Systems (a Bank of New York Mellon Company) 2000 - Present
Putnam Investments October 1995 - August 1999
The Boston Company 1994 - 1995
The Boston Company 1994 - 1995
Skills
Outsourcing, Business Analysis, Corporate Actions, Oracle, Fixed Income, Mutual Funds, Middle Office, Bloomberg, Securities, Equities, Team Leadership, Vendor Management, Risk Management, Eagle PACE, Process Improvement, Derivatives, Asset Managment, Business Intelligence, Business Process, Integration, Financial Services, Asset Management, Back Office, Trading Systems, Requirements Gathering, Reference Data
Education
Saint Anselm College 1989 — 1993
BA, Business
Eagle Investment Systems (a Bank of New York Mellon Company) 2000 - Present
Putnam Investments October 1995 - August 1999
The Boston Company 1994 - 1995
The Boston Company 1994 - 1995
Skills
Outsourcing, Business Analysis, Corporate Actions, Oracle, Fixed Income, Mutual Funds, Middle Office, Bloomberg, Securities, Equities, Team Leadership, Vendor Management, Risk Management, Eagle PACE, Process Improvement, Derivatives, Asset Managment, Business Intelligence, Business Process, Integration, Financial Services, Asset Management, Back Office, Trading Systems, Requirements Gathering, Reference Data
Education
Saint Anselm College 1989 — 1993
BA, Business
Frank Stroscio's Putnam Investments Experience June 1990 - April 2000
Job AVP at State Street Bank
Industry Financial Services
Experience
State Street Bank April 2000 - Present
Putnam Investments June 1990 - April 2000
Skills
Disaster Recovery, Financial Services, Business Analysis, SDLC, Process Improvement, Vendor Management, PMO, Software Project..., Program Management, Project Portfolio..., PMP, Security, Requirements Gathering, Outsourcing, Visio, Requirements Analysis, Risk Management, Data Warehousing, IT Strategy, Software Development
Education
Rhode Island College 1991 — 1993
MS, Instructional Technology
Rhode Island College 1983 — 1986
BS, Computer Science - Minor in Mgt
State Street Bank April 2000 - Present
Putnam Investments June 1990 - April 2000
Skills
Disaster Recovery, Financial Services, Business Analysis, SDLC, Process Improvement, Vendor Management, PMO, Software Project..., Program Management, Project Portfolio..., PMP, Security, Requirements Gathering, Outsourcing, Visio, Requirements Analysis, Risk Management, Data Warehousing, IT Strategy, Software Development
Education
Rhode Island College 1991 — 1993
MS, Instructional Technology
Rhode Island College 1983 — 1986
BS, Computer Science - Minor in Mgt
Beth Carreiro's Putnam Investments Experience
Job Administrative Manager at Putnam Investments
Industry Investment Management
Experience
Putnam Investments
Skills
PowerPoint, Finance, Financial Analysis, Microsoft Excel, Series 63, Strategic Planning
Education
Rivier College 1977 — 1979
Putnam Investments
Skills
PowerPoint, Finance, Financial Analysis, Microsoft Excel, Series 63, Strategic Planning
Education
Rivier College 1977 — 1979
Jamal Elbatnigi's Putnam Investments Experience March 2004 - September 2012
Job Sr. Software Engineer at Wellington Management
Industry Financial Services
Experience
Wellington Management September 2012 - Present
PUTNAM INVESTMENTS March 2004 - September 2012
KEANE Inc, 2003 - 2004
OAO TECHNOLOGY SOLUTIONS 2002 - 2003
Skills
Java, J2EE Application..., JDBC, JavaBeans, Swing, JBoss Application Server, Hibernate, JSP, Java Web Services, Java RMI, Eclipse, JGoodies, JNDI, XML, DTDs, JAXB, Groovy, TIBCO, Vision, Unix, Unix Shell Scripting, Oracle 9i, Oracle PL/SQL..., Oracle Coherence, C++, C, Perl, JavaScript, HTML 5, AJAX, CSS, PHP, ColdFusion, JSON, YQL, RSS, jQuery, jQuery Mobile, Sencha Touch, Android Development, Objective-C, Xcode, Red Hat Linux, FIX, Equity Trading, Equity Research, Fixed Income, Options, FX trading, Oracle
Education
Harvard University Extension School 2010 — 2014
Master's degree, Computer Software Engineering
Saint Mary's University 1998 — 2002
Bachelor of Applied Science (BASc), Computer Science
Wellington Management September 2012 - Present
PUTNAM INVESTMENTS March 2004 - September 2012
KEANE Inc, 2003 - 2004
OAO TECHNOLOGY SOLUTIONS 2002 - 2003
Skills
Java, J2EE Application..., JDBC, JavaBeans, Swing, JBoss Application Server, Hibernate, JSP, Java Web Services, Java RMI, Eclipse, JGoodies, JNDI, XML, DTDs, JAXB, Groovy, TIBCO, Vision, Unix, Unix Shell Scripting, Oracle 9i, Oracle PL/SQL..., Oracle Coherence, C++, C, Perl, JavaScript, HTML 5, AJAX, CSS, PHP, ColdFusion, JSON, YQL, RSS, jQuery, jQuery Mobile, Sencha Touch, Android Development, Objective-C, Xcode, Red Hat Linux, FIX, Equity Trading, Equity Research, Fixed Income, Options, FX trading, Oracle
Education
Harvard University Extension School 2010 — 2014
Master's degree, Computer Software Engineering
Saint Mary's University 1998 — 2002
Bachelor of Applied Science (BASc), Computer Science
Gregory Cronin's Putnam Investments Experience September 1997 - October 1998
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2007 - Present
Fidelity Investments July 2006 - April 2007
CitiStreet April 2006 - July 2006
Mercer HR Services October 1998 - March 2006
Putnam Investments September 1997 - October 1998
Putnam Investments January 1997 - September 1997
Criterion Metals, Inc May 1994 - December 1996
First Data Corp March 1993 - May 1994
Skills
Project Management, Business Analysis, Vendor Management, Requirements Gathering, Change Management, Process Improvement, Management, Customer Service
Education
Quinnipiac University 1988 — 1992
B.S, Marketing / Marketing Management
Fidelity Investments April 2007 - Present
Fidelity Investments July 2006 - April 2007
CitiStreet April 2006 - July 2006
Mercer HR Services October 1998 - March 2006
Putnam Investments September 1997 - October 1998
Putnam Investments January 1997 - September 1997
Criterion Metals, Inc May 1994 - December 1996
First Data Corp March 1993 - May 1994
Skills
Project Management, Business Analysis, Vendor Management, Requirements Gathering, Change Management, Process Improvement, Management, Customer Service
Education
Quinnipiac University 1988 — 1992
B.S, Marketing / Marketing Management
Brian Sliney's Putnam Investments Experience July 2002 - April 2008
Job Vice President at Federated Investors, Inc.
Industry Financial Services
Experience
Federated Investors, Inc. May 2014 - Present
Federated Investors May 2008 - April 2014
Putnam Investments July 2002 - April 2008
Skills
Sales, Series 7, Mutual Funds, Series 63, Series 6, Alternative Investments, Asset Allocation, Wealth Management, Investments, Retirement Planning, 401k, Retirement, Asset Management, Financial Services
Education
Saint Michael's College 1998 — 2002
Federated Investors, Inc. May 2014 - Present
Federated Investors May 2008 - April 2014
Putnam Investments July 2002 - April 2008
Skills
Sales, Series 7, Mutual Funds, Series 63, Series 6, Alternative Investments, Asset Allocation, Wealth Management, Investments, Retirement Planning, 401k, Retirement, Asset Management, Financial Services
Education
Saint Michael's College 1998 — 2002
Tiffany O'Neil's Putnam Investments Experience 2003 - 2007
Job Advisor Assistant
Industry Financial Services
Experience
Boston Partners Financial Group, LLC March 2012 - Present
Dassault Systèmes August 2007 - April 2010
Putnam Investments 2003 - 2007
Skills
CRM, Microsoft Office, Nonprofits, Investments, Strategy, Sales, PowerPoint, Financial Modeling, Microsoft Excel, Public Speaking, Research, Financial Analysis, Business Planning, Strategic Planning, Budgets, Customer Service, Leadership, Management
Education
Rollins College 1999 — 2003
Bachelor of Arts (B.A.), International Business
North Florida Christian School 1994 — 1999
High School
Boston Partners Financial Group, LLC March 2012 - Present
Dassault Systèmes August 2007 - April 2010
Putnam Investments 2003 - 2007
Skills
CRM, Microsoft Office, Nonprofits, Investments, Strategy, Sales, PowerPoint, Financial Modeling, Microsoft Excel, Public Speaking, Research, Financial Analysis, Business Planning, Strategic Planning, Budgets, Customer Service, Leadership, Management
Education
Rollins College 1999 — 2003
Bachelor of Arts (B.A.), International Business
North Florida Christian School 1994 — 1999
High School
Ruthanne Brodeur's Putnam Investments Experience July 1997 - December 1999
Job Owner at Brodeur Consulting
Industry E-Learning
Experience
Brodeur Consulting April 2015 - Present
Premier Designs March 2013 - Present
Linedata July 2010 - April 2015
Pioneer Investments April 2003 - June 2010
Signitas 2001 - 2002
State Street Research 1999 - 2001
Putnam Investments July 1997 - December 1999
Skills
Business Analysis, Customer Service, Process Improvement, Training, Software Documentation, Vendor Management, SDLC, Team Building, Project Management, Leadership Development, Coaching, Change Management, Program Management, Management, CRM
Education
Rensselaer Polytechnic Institute 1988 — 1992
BS Management, Civil Engineering, Management, Marketing
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1988 — 1992
Management, Marketing, Engineering
Brodeur Consulting April 2015 - Present
Premier Designs March 2013 - Present
Linedata July 2010 - April 2015
Pioneer Investments April 2003 - June 2010
Signitas 2001 - 2002
State Street Research 1999 - 2001
Putnam Investments July 1997 - December 1999
Skills
Business Analysis, Customer Service, Process Improvement, Training, Software Documentation, Vendor Management, SDLC, Team Building, Project Management, Leadership Development, Coaching, Change Management, Program Management, Management, CRM
Education
Rensselaer Polytechnic Institute 1988 — 1992
BS Management, Civil Engineering, Management, Marketing
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1988 — 1992
Management, Marketing, Engineering
Michael Begos's Putnam Investments Experience January 1996 - January 1998
Job Sales and Operations Manager at Burke's Restaurant and Bar
Industry Food & Beverages
Experience
Burke's Restaurant and Bar January 2013 - Present
Evergreen United Investments February 2012 - 2012
AmericaFirst Capital Management March 2011 - December 2011
Piedmont Capital Distributors April 2010 - March 2011
Columbia Management November 2005 - May 2009
Columbia Management January 2000 - November 2005
Boston Capital November 1998 - January 2000
Putnam Investments January 1996 - January 1998
Skills
Presentations, Sales, Organization, Building Relationships, Networking, Financial Services, Financial Advisory, Portfolio Management
Education
Saint Michael's College 1992 — 1996
Bachelor of Arts, Political Science
Burke's Restaurant and Bar January 2013 - Present
Evergreen United Investments February 2012 - 2012
AmericaFirst Capital Management March 2011 - December 2011
Piedmont Capital Distributors April 2010 - March 2011
Columbia Management November 2005 - May 2009
Columbia Management January 2000 - November 2005
Boston Capital November 1998 - January 2000
Putnam Investments January 1996 - January 1998
Skills
Presentations, Sales, Organization, Building Relationships, Networking, Financial Services, Financial Advisory, Portfolio Management
Education
Saint Michael's College 1992 — 1996
Bachelor of Arts, Political Science
Art Fitzwater's Putnam Investments Experience November 1997 - March 1999
Job Medicare Sales Representative at eHealthInsurance
Industry Consumer Services
Experience
eHealthInsurance July 2013 - Present
Banker's Life and Casualty Company July 2011 - July 2013
Philips Lifeline August 2009 - March 2011
Comcast February 2007 - February 2009
Hanover Insurance March 1999 - November 2006
Putnam Investments November 1997 - March 1999
Skills
Workforce Management, Forecasting, Training, Analysis, Sales, Insurance, Life Insurance, Leadership
Education
Quinsigamond Community College
A.S., Business Administration
eHealthInsurance July 2013 - Present
Banker's Life and Casualty Company July 2011 - July 2013
Philips Lifeline August 2009 - March 2011
Comcast February 2007 - February 2009
Hanover Insurance March 1999 - November 2006
Putnam Investments November 1997 - March 1999
Skills
Workforce Management, Forecasting, Training, Analysis, Sales, Insurance, Life Insurance, Leadership
Education
Quinsigamond Community College
A.S., Business Administration
Dan Trainor's Putnam Investments Experience February 1997 - April 2000
Job Relationship Manager, Designated Brokerage Services at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade October 2012 - Present
TD Ameritrade February 2011 - October 2012
ADP January 2010 - February 2011
Fidelity Investments January 2005 - February 2009
Linsco/Private Ledger March 2004 - August 2004
National Financial, a Fidelity Investments Company April 2000 - February 2004
Putnam Investments February 1997 - April 2000
First Investors Corporation February 1994 - December 1996
Skills
Institutional Sales, Relationship Management, Series 7, Strategic Financial..., Retirement Planning, Investment Advisory
Education
Saint Anselm College 1989 — 1993
Bachelor of Arts, History
TD Ameritrade October 2012 - Present
TD Ameritrade February 2011 - October 2012
ADP January 2010 - February 2011
Fidelity Investments January 2005 - February 2009
Linsco/Private Ledger March 2004 - August 2004
National Financial, a Fidelity Investments Company April 2000 - February 2004
Putnam Investments February 1997 - April 2000
First Investors Corporation February 1994 - December 1996
Skills
Institutional Sales, Relationship Management, Series 7, Strategic Financial..., Retirement Planning, Investment Advisory
Education
Saint Anselm College 1989 — 1993
Bachelor of Arts, History
Carolyn Denisi's Putnam Investments Experience September 2009 - Present
Job Product Support Administrator at Putnam Investments
Industry Investment Management
Experience
Putnam Investments September 2009 - Present
Putnam Investments December 2005 - September 2009
Skills
Mutual Funds, Investments, Lead Generation, Financial Services, Lotus Notes, Series 7, Access
Education
Regis College 1994 — 1997
Bachelor's degree, English Language and Literature/Letters
Putnam Investments September 2009 - Present
Putnam Investments December 2005 - September 2009
Skills
Mutual Funds, Investments, Lead Generation, Financial Services, Lotus Notes, Series 7, Access
Education
Regis College 1994 — 1997
Bachelor's degree, English Language and Literature/Letters
James Patrick Nugent's Putnam Investments Experience 1995 - 1999
Job Operations and Client Services Finance Executive
Industry Financial Services
Experience
State Street Global Advisors 2009 - 2013
Fidelity Investments 2005 - 2009
Legg Mason 2004 - 2005
Independent Consultant 2003 - 2004
Scudder Investments 1999 - 2003
Putnam Investments 1995 - 1999
Vanguard 1987 - 1995
Skills
Financial Services, Investment Management, Investments, Mutual Funds, Insurance, Business Analysis, Retirement, ERISA, Relationship Management, Back Office, Finance, Leadership, Risk Management, 401k, Asset Allocation, Strategy, Management, Asset Management
Education
Saint Joseph's University
Master of Business Administration (MBA), Finance
West Chester University of Pennsylvania
Bachelor's degree, Accounting
State Street Global Advisors 2009 - 2013
Fidelity Investments 2005 - 2009
Legg Mason 2004 - 2005
Independent Consultant 2003 - 2004
Scudder Investments 1999 - 2003
Putnam Investments 1995 - 1999
Vanguard 1987 - 1995
Skills
Financial Services, Investment Management, Investments, Mutual Funds, Insurance, Business Analysis, Retirement, ERISA, Relationship Management, Back Office, Finance, Leadership, Risk Management, 401k, Asset Allocation, Strategy, Management, Asset Management
Education
Saint Joseph's University
Master of Business Administration (MBA), Finance
West Chester University of Pennsylvania
Bachelor's degree, Accounting
Todd Belcher's Putnam Investments Experience August 2012 - January 2015
Job Customer Success Director at BlueConic
Industry Internet
Experience
BlueConic January 2015 - Present
Putnam Investments August 2012 - January 2015
TBDAC August 2012 - January 2015
IBM May 2011 - August 2012
Unica / IBM August 2007 - May 2011
Unica (and Sane Solutions) February 2005 - August 2007
UraniumGamers January 2003 - February 2005
Rhode Island Center for School Leadership January 2000 - February 2005
Skills
Web Analytics, Analytics, Digital Marketing, SaaS, SQL, Databases, Business Intelligence, JavaScript, E-commerce, CRM, SEM, Segmentation, SEO, Marketing Strategy, Management, Business Analysis, Email Marketing, Omniture, Product Management, HTML, Customer Service, PHP, Google Analytics, Apache, Database Marketing, Multi-channel Marketing, Interactive Marketing, Marketing Automation, Strategy, Salesforce.com, Social Media, Social Media Marketing, Social Media Measurement, Online Advertising, Marketing, Data Analysis, Data Mining, Project Management, Technical Support, Team Building, Troubleshooting, Cross-functional Team..., Cross Functional Team...
Education
Rhode Island College 1997 — 2003
B.A., Music
BlueConic January 2015 - Present
Putnam Investments August 2012 - January 2015
TBDAC August 2012 - January 2015
IBM May 2011 - August 2012
Unica / IBM August 2007 - May 2011
Unica (and Sane Solutions) February 2005 - August 2007
UraniumGamers January 2003 - February 2005
Rhode Island Center for School Leadership January 2000 - February 2005
Skills
Web Analytics, Analytics, Digital Marketing, SaaS, SQL, Databases, Business Intelligence, JavaScript, E-commerce, CRM, SEM, Segmentation, SEO, Marketing Strategy, Management, Business Analysis, Email Marketing, Omniture, Product Management, HTML, Customer Service, PHP, Google Analytics, Apache, Database Marketing, Multi-channel Marketing, Interactive Marketing, Marketing Automation, Strategy, Salesforce.com, Social Media, Social Media Marketing, Social Media Measurement, Online Advertising, Marketing, Data Analysis, Data Mining, Project Management, Technical Support, Team Building, Troubleshooting, Cross-functional Team..., Cross Functional Team...
Education
Rhode Island College 1997 — 2003
B.A., Music
Amanda Starratt's Putnam Investments Experience August 2004 - August 2010
Job Manager of Finance, BaskinRobbins U.S. at Dunkin' Brands
Industry Food & Beverages
Experience
Dunkin' Brands June 2012 - Present
Dunkin' Brands June 2010 - June 2012
Putnam Investments August 2004 - August 2010
Putnam Investments October 2002 - August 2004
Putnam Investments August 2000 - October 2002
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Forecasting, Accounting, Sarbanes-Oxley Act, Account Reconciliation, General Ledger, Access, Business Analysis, Budget, SAP, Microsoft Excel, Accounts Receivable, Accounts Payable
Education
University of Massachusetts Boston 2005 — 2010
MBA, Concentration in Finance
Regis College 1998 — 2000
BA, Business Administration
Dunkin' Brands June 2012 - Present
Dunkin' Brands June 2010 - June 2012
Putnam Investments August 2004 - August 2010
Putnam Investments October 2002 - August 2004
Putnam Investments August 2000 - October 2002
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Forecasting, Accounting, Sarbanes-Oxley Act, Account Reconciliation, General Ledger, Access, Business Analysis, Budget, SAP, Microsoft Excel, Accounts Receivable, Accounts Payable
Education
University of Massachusetts Boston 2005 — 2010
MBA, Concentration in Finance
Regis College 1998 — 2000
BA, Business Administration
Manish Rao's Putnam Investments Experience March 2007 - June 2010
Job Technical Specialist at ICF International
Industry Information Technology and Services
Experience
ICF International March 2015 - Present
ICF Ironworks June 2011 - Present
Fannie Mae April 2010 - June 2011
Putnam Investments March 2007 - June 2010
Mastek Ltd 2004 - 2007
Patni Computer Systems 2001 - 2004
Skills
Hibernate, Java, Struts, XML, Java Enterprise Edition, Servlets, WebLogic, Freemarker, SQL, Linux, SunOne, Spring Framework, Spring Webflow, Spring MVC, AngularJS, RESTful WebServices, JSP, Requirements Analysis, Web Services, Oracle, Agile Methodologies, PL/SQL, Software Development, SDLC, SOA, Unix, Solution Architecture, Enterprise Architecture, Core Java, JavaScript, Scrum, HTML
Education
National Institute of technology Bhopal 1998 — 2000
Master of Technology (M.Tech.), Electrical and Electronics Engineering
Rani Durgavati Vishwavidyalaya 1993 — 1997
BE, Engg
ICF International March 2015 - Present
ICF Ironworks June 2011 - Present
Fannie Mae April 2010 - June 2011
Putnam Investments March 2007 - June 2010
Mastek Ltd 2004 - 2007
Patni Computer Systems 2001 - 2004
Skills
Hibernate, Java, Struts, XML, Java Enterprise Edition, Servlets, WebLogic, Freemarker, SQL, Linux, SunOne, Spring Framework, Spring Webflow, Spring MVC, AngularJS, RESTful WebServices, JSP, Requirements Analysis, Web Services, Oracle, Agile Methodologies, PL/SQL, Software Development, SDLC, SOA, Unix, Solution Architecture, Enterprise Architecture, Core Java, JavaScript, Scrum, HTML
Education
National Institute of technology Bhopal 1998 — 2000
Master of Technology (M.Tech.), Electrical and Electronics Engineering
Rani Durgavati Vishwavidyalaya 1993 — 1997
BE, Engg
Caroline McCluskey's Putnam Investments Experience October 2011 - July 2014
Job Executive Assistant at Mullen Lowe Group
Industry Marketing and Advertising
Experience
Mullen Lowe Group July 2014 - Present
Putnam Investments October 2011 - July 2014
Detwiler Fenton & Co February 2010 - October 2011
Harvard University September 2009 - December 2009
Children's School of Science June 2009 - August 2009
Special Olympics Rhode Island September 2008 - May 2009
Roger Williams University January 2008 - May 2009
Marine Biological Laboratory June 2006 - August 2008
Skills
Event Planning, Event Management, Public Speaking, Nonprofits, Time Management, Microsoft Office, Newsletters, System Administration, Human Resources, Administrative..., Program Management, Interviews, Coaching, Higher Education, Proposal Writing, Microsoft Excel, Public Relations, Outlook, Microsoft Word, PowerPoint, Recruiting, Research, Administration, Policy, Long Hair
Education
Roger Williams University 2005 — 2010
Bachelor of Arts, Communication; Public Relations
Mullen Lowe Group July 2014 - Present
Putnam Investments October 2011 - July 2014
Detwiler Fenton & Co February 2010 - October 2011
Harvard University September 2009 - December 2009
Children's School of Science June 2009 - August 2009
Special Olympics Rhode Island September 2008 - May 2009
Roger Williams University January 2008 - May 2009
Marine Biological Laboratory June 2006 - August 2008
Skills
Event Planning, Event Management, Public Speaking, Nonprofits, Time Management, Microsoft Office, Newsletters, System Administration, Human Resources, Administrative..., Program Management, Interviews, Coaching, Higher Education, Proposal Writing, Microsoft Excel, Public Relations, Outlook, Microsoft Word, PowerPoint, Recruiting, Research, Administration, Policy, Long Hair
Education
Roger Williams University 2005 — 2010
Bachelor of Arts, Communication; Public Relations
Dan McDonnell's Putnam Investments Experience February 1995 - February 2009
Job Principal Consultant Client TIAA CREF at Enterprise Iron Financial Industry Solutions, Inc.
Industry Investment Management
Experience
Enterprise Iron Financial Industry Solutions, Inc. November 2013 - Present
Sentinel Benefits September 2009 - September 2013
Putnam Investments February 1995 - February 2009
Mercer Human Resource Consulting May 2006 - June 2008
Phoenix Media/Communications Group 1992 - 1995
Skills
Management, Retirement, Employee Benefits, Defined Benefit, Strategic Financial..., Insurance, Investment Management, Retirement Planning
Education
Saint Anselm College 1987 — 1991
Bachelor of Arts
Enterprise Iron Financial Industry Solutions, Inc. November 2013 - Present
Sentinel Benefits September 2009 - September 2013
Putnam Investments February 1995 - February 2009
Mercer Human Resource Consulting May 2006 - June 2008
Phoenix Media/Communications Group 1992 - 1995
Skills
Management, Retirement, Employee Benefits, Defined Benefit, Strategic Financial..., Insurance, Investment Management, Retirement Planning
Education
Saint Anselm College 1987 — 1991
Bachelor of Arts
Leigh Williamson's Putnam Investments Experience 1994 - 1999
Job Marketing, Advertising & Graphic Design Professional
Industry Marketing and Advertising
Experience
Annecy Design 2009 - Present
BBI Marketing, Inc. 2006 - 2009
Black Rock Advertising and Publishing 2002 - 2005
Putnam Investments 1994 - 1999
Putnam Investments 1992 - 1994
Putnam Investments 1990 - 1992
Putnam Investments 1988 - 1990
Fidelity Investments 1986 - 1988
Skills
Photoshop, Illustrator, InDesign, QuarkXPress, Microsoft Office, Bridge, Adobe Acrobat
Education
Rhode Island School of Design
Certificate Advertising & Print Design
University of Vermont
B.A., Psychology
Annecy Design 2009 - Present
BBI Marketing, Inc. 2006 - 2009
Black Rock Advertising and Publishing 2002 - 2005
Putnam Investments 1994 - 1999
Putnam Investments 1992 - 1994
Putnam Investments 1990 - 1992
Putnam Investments 1988 - 1990
Fidelity Investments 1986 - 1988
Skills
Photoshop, Illustrator, InDesign, QuarkXPress, Microsoft Office, Bridge, Adobe Acrobat
Education
Rhode Island School of Design
Certificate Advertising & Print Design
University of Vermont
B.A., Psychology
Kelsy Phinney's Putnam Investments Experience December 2014 - Present
Job Mutual Fund Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 2014 - Present
RS Investments August 2006 - December 2014
Merrill Lynch Investment Managers June 2004 - August 2006
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Retirement Planning, 401k, Investments, Wealth Management, ETFs, Insurance, Asset Management, Asset Managment, LinkedIn Training
Education
Saint Anselm College 2000 — 2004
BA, Finance & Economics
Putnam Investments December 2014 - Present
RS Investments August 2006 - December 2014
Merrill Lynch Investment Managers June 2004 - August 2006
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Retirement Planning, 401k, Investments, Wealth Management, ETFs, Insurance, Asset Management, Asset Managment, LinkedIn Training
Education
Saint Anselm College 2000 — 2004
BA, Finance & Economics
Ellen Klegraefe's Putnam Investments Experience August 2000 - August 2001
Job Paralegal at Pilgrim Title Insurance Company
Industry Law Practice
Experience
Pilgrim Title Insurance Company August 2001 - Present
Putnam Investments August 2000 - August 2001
Education
Roger Williams University
Paralegal
Pilgrim Title Insurance Company August 2001 - Present
Putnam Investments August 2000 - August 2001
Education
Roger Williams University
Paralegal
Jessica Ann Miller's Putnam Investments Experience September 2001 - April 2004
Job Registered Nurse at Hanover Hill Health Care Center
Industry Hospital & Health Care
Experience
Hanover Hill Health Care Center April 2014 - Present
Visiting Nurse and Hospice for Vermont and New Hampshire August 2013 - April 2014
Pier 1 Imports October 2011 - August 2013
National CASA Association October 2011 - August 2013
Fidelity Investments May 2010 - September 2010
Southern NH Medical Center July 2007 - October 2009
Fidelity Investments April 2004 - November 2005
Putnam Investments September 2001 - April 2004
Skills
Cpr Certified, Critical Thinking, Hospitals, Medical Terminology, Sales, Social Media, Microsoft Office, PowerPoint, Customer Service, Confidentiality, Outlook, Organization
Education
Boston College
RN Refresher Course
Rivier College 2006 — 2009
Bachelor of Science, Nursing, Cum Laude
LNA Health Careers, LLC 2006 — 2006
Licensed Nursing Assistant
Rivier College 1998 — 2000
Bachelor of Arts, Communications
Hanover Hill Health Care Center April 2014 - Present
Visiting Nurse and Hospice for Vermont and New Hampshire August 2013 - April 2014
Pier 1 Imports October 2011 - August 2013
National CASA Association October 2011 - August 2013
Fidelity Investments May 2010 - September 2010
Southern NH Medical Center July 2007 - October 2009
Fidelity Investments April 2004 - November 2005
Putnam Investments September 2001 - April 2004
Skills
Cpr Certified, Critical Thinking, Hospitals, Medical Terminology, Sales, Social Media, Microsoft Office, PowerPoint, Customer Service, Confidentiality, Outlook, Organization
Education
Boston College
RN Refresher Course
Rivier College 2006 — 2009
Bachelor of Science, Nursing, Cum Laude
LNA Health Careers, LLC 2006 — 2006
Licensed Nursing Assistant
Rivier College 1998 — 2000
Bachelor of Arts, Communications
Hillary Ha's Putnam Investments Experience August 2012 - Present
Job Technical Coordinator at Putnam Investments
Industry Financial Services
Experience
Putnam Investments August 2012 - Present
Skills
Process Improvement, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Time Management, Sales, Data Entry, Customer Satisfaction, Access, Social Media, Teamwork, Marketing, Lotus Notes, Inventory Management, Leadership
Education
Rhode Island College
Southern New Hampshire University
B.S
Putnam Investments August 2012 - Present
Skills
Process Improvement, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Time Management, Sales, Data Entry, Customer Satisfaction, Access, Social Media, Teamwork, Marketing, Lotus Notes, Inventory Management, Leadership
Education
Rhode Island College
Southern New Hampshire University
B.S
Erin Hackett's Putnam Investments Experience October 2012 - February 2015
Job Audit Senior at Saslow Lufkin & Buggy, LLP
Industry Accounting
Experience
Crowe Horwath LLP February 2015 - Present
Putnam Investments October 2012 - February 2015
McGladrey June 2010 - October 2012
Caturano and Company October 2009 - June 2010
Madhouse Munchies May 2008 - February 2009
New England Federal Credit Union May 2007 - April 2008
Skills
Sarbanes-Oxley Act, Account Reconciliation, Tax Preparation, Corporate Tax, Income Tax, Accounts Payable, Financial Modeling, Finance, Microsoft Excel, Due Diligence, Corporate Finance, Sarbanes-Oxley, External Audit, Analysis, Microsoft Office, Mergers & Acquisitions, Microsoft Word, PowerPoint, Process Improvement, Financial Services
Education
Saint Michael's College 2005 — 2009
Bachelors of Science, Accounting and Business
Crowe Horwath LLP February 2015 - Present
Putnam Investments October 2012 - February 2015
McGladrey June 2010 - October 2012
Caturano and Company October 2009 - June 2010
Madhouse Munchies May 2008 - February 2009
New England Federal Credit Union May 2007 - April 2008
Skills
Sarbanes-Oxley Act, Account Reconciliation, Tax Preparation, Corporate Tax, Income Tax, Accounts Payable, Financial Modeling, Finance, Microsoft Excel, Due Diligence, Corporate Finance, Sarbanes-Oxley, External Audit, Analysis, Microsoft Office, Mergers & Acquisitions, Microsoft Word, PowerPoint, Process Improvement, Financial Services
Education
Saint Michael's College 2005 — 2009
Bachelors of Science, Accounting and Business
Bill Gober's Putnam Investments Experience 2008 - 2012
Job AML Analyst CFG Due Diligence Citizens Bank
Industry Banking
Experience
Citizens Bank June 2013 - Present
Putnam Investments 2008 - 2012
Putnam Investments 2007 - 2008
Putnam Investments 2005 - 2007
Skills
NSCC trading, DCC&S cycle trading, DST system knowledge, Lotus Notes experience, 401k Plan familiarity..., IRA knowledge, 529 knowledge, Trust knowledge, can use most Microsoft..., sales experience, Presentation Skills..., Training Skills, Team Coordination, Project Execution, Project Planning, Marketing Research, Market Analysis, Project Management, Team Building, 401k, Retirement Planning, Retirement, Mutual Funds, Financial Services, Marketing, FINRA, Variable Annuities, Microsoft Excel, Asset Allocation, Client Services, Investments
Education
Rhode Island College 1999 — 2005
B.S. in Marketing
johnston High School 1996 — 1999
HS diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 12
Daito Ryu Kodokai (currently at City Aiki)
Ik Kyu, Kodokai Daito Ryu Aiki Jujutsu
Citizens Bank June 2013 - Present
Putnam Investments 2008 - 2012
Putnam Investments 2007 - 2008
Putnam Investments 2005 - 2007
Skills
NSCC trading, DCC&S cycle trading, DST system knowledge, Lotus Notes experience, 401k Plan familiarity..., IRA knowledge, 529 knowledge, Trust knowledge, can use most Microsoft..., sales experience, Presentation Skills..., Training Skills, Team Coordination, Project Execution, Project Planning, Marketing Research, Market Analysis, Project Management, Team Building, 401k, Retirement Planning, Retirement, Mutual Funds, Financial Services, Marketing, FINRA, Variable Annuities, Microsoft Excel, Asset Allocation, Client Services, Investments
Education
Rhode Island College 1999 — 2005
B.S. in Marketing
johnston High School 1996 — 1999
HS diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 12
Daito Ryu Kodokai (currently at City Aiki)
Ik Kyu, Kodokai Daito Ryu Aiki Jujutsu
Cheryl Tourgee's Putnam Investments Experience January 2004 - Present
Job Workforce Management Specialist at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2004 - Present
Putnam Investmants January 2000 - August 2004
Putnam Investmetns September 1998 - January 2000
Skills
Management, Insurance, Time Management, Databases, Microsoft Excel, Finance, Customer Service
Education
Rhode Island College
Bachelor of Arts
Putnam Investments January 2004 - Present
Putnam Investmants January 2000 - August 2004
Putnam Investmetns September 1998 - January 2000
Skills
Management, Insurance, Time Management, Databases, Microsoft Excel, Finance, Customer Service
Education
Rhode Island College
Bachelor of Arts
Corinna Cercone's Putnam Investments Experience November 2012 - Present
Job Administrative Assistant at Putnam Investments
Industry Public Relations and Communications
Experience
Putnam Investments November 2012 - Present
Alexander's Convenience Food Store September 2010 - Present
Barton Associates Inc. April 2012 - November 2012
Oxford International June 2006 - September 2010
Linden Place Museum and Blithewold Mansion February 2006 - June 2006
Alexander's Convenience Food Store April 1998 - June 2006
Skills
Event Planning, Outlook, Customer Relations, Time Management, Microsoft Office
Education
Roger Williams University 2002 — 2006
Double Major BA Communications and Italian, Public Relations and Marketing
Putnam Investments November 2012 - Present
Alexander's Convenience Food Store September 2010 - Present
Barton Associates Inc. April 2012 - November 2012
Oxford International June 2006 - September 2010
Linden Place Museum and Blithewold Mansion February 2006 - June 2006
Alexander's Convenience Food Store April 1998 - June 2006
Skills
Event Planning, Outlook, Customer Relations, Time Management, Microsoft Office
Education
Roger Williams University 2002 — 2006
Double Major BA Communications and Italian, Public Relations and Marketing
suzanne peterson's Putnam Investments Experience January 1998 - January 2000
Job Sales Specialist at REMAX Real Estate Center
Industry Real Estate
Experience
REMAX Real Estate Center November 2012 - Present
Prudential Page Realty January 2008 - December 2012
Putnam Investments January 1998 - January 2000
Labatt USA 1995 - 1997
Skills
Condos, Real Estate, Relocation, Investment Properties, Real Estate Transactions, Selling, Real Property, Rentals, Property Management, Buyers, Sellers, First Time Home Buyers, Listings, Buyer Representation, Single Family Homes, Referrals, Short Sales, Foreclosures, New Homes, Customer Service, Home Staging, Negotiation, New Home Sales, Residential Homes, Sales, National Association of..., ABR
Education
Regis College 1988 — 1992
BA, Business, Management, Marketing, and Related Support Services
Regis College 1988 — 1992
Bachelor of Arts (B.A.), Accounting and Business/Management
REMAX Real Estate Center November 2012 - Present
Prudential Page Realty January 2008 - December 2012
Putnam Investments January 1998 - January 2000
Labatt USA 1995 - 1997
Skills
Condos, Real Estate, Relocation, Investment Properties, Real Estate Transactions, Selling, Real Property, Rentals, Property Management, Buyers, Sellers, First Time Home Buyers, Listings, Buyer Representation, Single Family Homes, Referrals, Short Sales, Foreclosures, New Homes, Customer Service, Home Staging, Negotiation, New Home Sales, Residential Homes, Sales, National Association of..., ABR
Education
Regis College 1988 — 1992
BA, Business, Management, Marketing, and Related Support Services
Regis College 1988 — 1992
Bachelor of Arts (B.A.), Accounting and Business/Management
Stephanie Woodall's Putnam Investments Experience 2004 - 2004
Job Quality Professional
Industry Biotechnology
Experience
Histogenics Corporation September 2015 - Present
Siemens Healthcare March 2014 - September 2015
bluebird bio June 2010 - March 2014
Medway Public Schools August 2008 - June 2010
Genzyme Science January 2008 - February 2008
Genzyme Drug and Biomaterial Discovery and Development May 2007 - August 2007
Genzyme Drug and Biomaterial Discovery and Development December 2006 - January 2007
University of Massachusetts 2007 - 2007
Genzyme Drug and Biomaterial Discovery and Development January 2006 - August 2006
Putnam Investments 2004 - 2004
Skills
Western Blotting, Cell, Assay Development, SDS-PAGE, In Vitro, Cell Culture, PCR, Molecular Biology, Lifesciences, HPLC, Biotechnology, Flow Cytometry, High Throughput..., Immunology, ELISA, Biopharmaceuticals, Purification, Drug Discovery, Enzyme Assays, Biochemistry, Cell Biology, Gel Electrophoresis, Validation, Life Sciences
Education
University of Massachusetts, Amherst 2003 — 2008
B.S., Biology
Foxboro High School
Regis College
Regis College
Histogenics Corporation September 2015 - Present
Siemens Healthcare March 2014 - September 2015
bluebird bio June 2010 - March 2014
Medway Public Schools August 2008 - June 2010
Genzyme Science January 2008 - February 2008
Genzyme Drug and Biomaterial Discovery and Development May 2007 - August 2007
Genzyme Drug and Biomaterial Discovery and Development December 2006 - January 2007
University of Massachusetts 2007 - 2007
Genzyme Drug and Biomaterial Discovery and Development January 2006 - August 2006
Putnam Investments 2004 - 2004
Skills
Western Blotting, Cell, Assay Development, SDS-PAGE, In Vitro, Cell Culture, PCR, Molecular Biology, Lifesciences, HPLC, Biotechnology, Flow Cytometry, High Throughput..., Immunology, ELISA, Biopharmaceuticals, Purification, Drug Discovery, Enzyme Assays, Biochemistry, Cell Biology, Gel Electrophoresis, Validation, Life Sciences
Education
University of Massachusetts, Amherst 2003 — 2008
B.S., Biology
Foxboro High School
Regis College
Regis College
Chris Duwart's Putnam Investments Experience 2001 - 2005
Job Head of UMA Overlay Management at Citigroup
Industry Banking
Experience
Citi March 2015 - Present
Citi October 2010 - April 2015
Bank of America June 2006 - October 2010
Eaton Vance 2005 - 2006
Putnam Investments 2001 - 2005
Skills
Series 7, Mutual Funds, Trading, Series 63, Bloomberg, UMA, APL, SMA, Corporate Actions, Securities, Finance, Portfolio Management, Hedge Funds, Wealth Management, Financial Services, Equities
Education
Sacred Heart University 1996 — 2000
Bachelor of Science, Criminal Justice
Citi March 2015 - Present
Citi October 2010 - April 2015
Bank of America June 2006 - October 2010
Eaton Vance 2005 - 2006
Putnam Investments 2001 - 2005
Skills
Series 7, Mutual Funds, Trading, Series 63, Bloomberg, UMA, APL, SMA, Corporate Actions, Securities, Finance, Portfolio Management, Hedge Funds, Wealth Management, Financial Services, Equities
Education
Sacred Heart University 1996 — 2000
Bachelor of Science, Criminal Justice
James Luskin's Putnam Investments Experience 1989 - 2002
Job Independent Financial Services Professional
Industry Financial Services
Experience
Putnam Investments 1989 - 2002
putnam investments 1989 - 2002
Skills
Investments
Education
Saint Michael's College
BA
Putnam Investments 1989 - 2002
putnam investments 1989 - 2002
Skills
Investments
Education
Saint Michael's College
BA
Paul Reynard's Putnam Investments Experience April 2000 - April 2004
Job Care Manager at BIDMC / APG
Industry Hospital & Health Care
Experience
Tufts Health Plan September 2014 - August 2015
Dovetail Health July 2011 - September 2014
Nursing Student September 2008 - May 2010
Newton-Wellesley Hospital February 2009 - April 2009
New Balance Athletic Shoes, Inc April 2004 - July 2008
Putnam Investments April 2000 - April 2004
Skills
Healthcare, Customer Service, Excel, Microsoft Office, Word, Patient Education, Home Care, Wound Care, IV, Microsoft Excel, Nursing, Pediatrics, Healthcare Information..., Vital Signs, Phlebotomy, Managed Care, Medical-Surgical, Physicians, Healthcare Management, Medicine, HIPAA, Hospitals
Education
Lawrence Memorial Regis College School of Nursing 2008 — 2010
of Excellence; Associates degree, Nursing Education; Nursing
Regis College 2008 — 2010
Associates, Nursing
Towson University 1996 — 1999
Bachelor's degree, Political Science
Tufts Health Plan September 2014 - August 2015
Dovetail Health July 2011 - September 2014
Nursing Student September 2008 - May 2010
Newton-Wellesley Hospital February 2009 - April 2009
New Balance Athletic Shoes, Inc April 2004 - July 2008
Putnam Investments April 2000 - April 2004
Skills
Healthcare, Customer Service, Excel, Microsoft Office, Word, Patient Education, Home Care, Wound Care, IV, Microsoft Excel, Nursing, Pediatrics, Healthcare Information..., Vital Signs, Phlebotomy, Managed Care, Medical-Surgical, Physicians, Healthcare Management, Medicine, HIPAA, Hospitals
Education
Lawrence Memorial Regis College School of Nursing 2008 — 2010
of Excellence; Associates degree, Nursing Education; Nursing
Regis College 2008 — 2010
Associates, Nursing
Towson University 1996 — 1999
Bachelor's degree, Political Science
Phil St-Hubert's Putnam Investments Experience May 2000 - October 2004
Job Technology Support Specialist at JONES DAY®
Industry Law Practice
Experience
JONES DAY® July 2014 - Present
DayPitney November 2011 - July 2014
Mintz Levin November 2004 - November 2011
Putnam Investments May 2000 - October 2004
Skills
VNC, Computer Hardware, Hardware Support, Active Directory, Desktop Support, Laptops, Windows 7, Blackberry Enterprise..., Printers, Windows, XP, Blackberry, Software Installation, Antivirus, Symantec Antivirus, Virtualization, Remedy, Citrix, Microsoft Office, Outlook, Lotus Notes, VPN, Hardware, HP, McAfee, Operating Systems, Computer Repair, Routers, Word, Scanners, Peripherals, Technical Support, Troubleshooting, Help Desk Support, VMware, System Administration, Networking, Software Documentation, Windows XP, Windows Server, SharePoint, Network Security, Information Technology, Microsoft Exchange
Education
Roxbury Community College 1996 — 1998
Information Technology
Computer Learning Center
PC Repair/Networking
JONES DAY® July 2014 - Present
DayPitney November 2011 - July 2014
Mintz Levin November 2004 - November 2011
Putnam Investments May 2000 - October 2004
Skills
VNC, Computer Hardware, Hardware Support, Active Directory, Desktop Support, Laptops, Windows 7, Blackberry Enterprise..., Printers, Windows, XP, Blackberry, Software Installation, Antivirus, Symantec Antivirus, Virtualization, Remedy, Citrix, Microsoft Office, Outlook, Lotus Notes, VPN, Hardware, HP, McAfee, Operating Systems, Computer Repair, Routers, Word, Scanners, Peripherals, Technical Support, Troubleshooting, Help Desk Support, VMware, System Administration, Networking, Software Documentation, Windows XP, Windows Server, SharePoint, Network Security, Information Technology, Microsoft Exchange
Education
Roxbury Community College 1996 — 1998
Information Technology
Computer Learning Center
PC Repair/Networking
Adelia Ferreira's Putnam Investments Experience
Job Senior Operations Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments
Skills
Call Centers, Mutual Funds, Financial Services, Series 7, Process Improvement, Series 63, Securities, Relationship Management, Series 6, Risk Management, Customer Service, Leadership
Education
Rhode Island College 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Putnam Investments
Skills
Call Centers, Mutual Funds, Financial Services, Series 7, Process Improvement, Series 63, Securities, Relationship Management, Series 6, Risk Management, Customer Service, Leadership
Education
Rhode Island College 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Jeff Gubala's Putnam Investments Experience 1994 - 2000
Job Vice President Westwood Holdings Group
Industry Financial Services
Experience
Westwood Holdings Group, Inc January 2013 - Present
Columbia Management May 2010 - January 2013
Columbia Management March 2005 - May 2010
Columbia Management March 2000 - March 2005
Putnam Investments 1994 - 2000
UVEST Brokerage 1992 - 1994
Interstate/Johnson Lane 1990 - 1992
Skills
Mutual Funds, FINRA, Wealth Management, Banking, Investments, Portfolio Management, Strategic Planning, Series 63, Series 7, Insurance, Alternative Investments, Separately Managed..., Asset Allocation
Education
Rensselaer Polytechnic Institute
Bachelor of Science (B.S.), Management
Westwood Holdings Group, Inc January 2013 - Present
Columbia Management May 2010 - January 2013
Columbia Management March 2005 - May 2010
Columbia Management March 2000 - March 2005
Putnam Investments 1994 - 2000
UVEST Brokerage 1992 - 1994
Interstate/Johnson Lane 1990 - 1992
Skills
Mutual Funds, FINRA, Wealth Management, Banking, Investments, Portfolio Management, Strategic Planning, Series 63, Series 7, Insurance, Alternative Investments, Separately Managed..., Asset Allocation
Education
Rensselaer Polytechnic Institute
Bachelor of Science (B.S.), Management
Stephen Raute's Putnam Investments Experience October 2000 - June 2001
Job Territory Manager at Dryan Medical, LLC
Industry Medical Devices
Experience
Dryan Medical, LLC July 2007 - Present
Biomet September 2005 - July 2007
State Street July 2001 - May 2005
Putnam Investments October 2000 - June 2001
Skills
Medical Devices, Spine and Osteobiologics, Account Management, Sales Management, New Business Development, Contract Negotiation, Vendor Relations, Operating Room..., Distributorship Launch, Customer Relations, Cold Calling, Customer Service, Consultative Selling, Direct Sales, Problem Solving, Selling, Product Launch
Education
Saint Anselm College 1996 — 2000
BA, Business
Dryan Medical, LLC July 2007 - Present
Biomet September 2005 - July 2007
State Street July 2001 - May 2005
Putnam Investments October 2000 - June 2001
Skills
Medical Devices, Spine and Osteobiologics, Account Management, Sales Management, New Business Development, Contract Negotiation, Vendor Relations, Operating Room..., Distributorship Launch, Customer Relations, Cold Calling, Customer Service, Consultative Selling, Direct Sales, Problem Solving, Selling, Product Launch
Education
Saint Anselm College 1996 — 2000
BA, Business
Frank Burnham's Putnam Investments Experience December 2000 - January 2004
Job Security Risk Analyst at TJX
Industry Retail
Experience
TJX July 2013 - Present
Wellesley Information Services May 2012 - February 2013
Wellesley Information Services February 2008 - February 2013
Putnam Investments December 2000 - January 2004
Skills
CRM, Salesforce.com, Microsoft Excel, NetSuite, VAT, Access Database, Photoshop, Adobe Acrobat, Lotus Notes, Outlook, SQL, Microsoft Word, SaaS, ERP, Accounts Receivable, Payment Application, Purchase Order Finance, Inventory Management, Contract Management, Forecasting, US GAAP, PowerPoint, Sametime, Social Media, Sales, Time Management
Education
Ringling College of Art and Design 1991 — 1996
Bachelor of Fine Arts (B.F.A.), Printmaking Painting
TJX July 2013 - Present
Wellesley Information Services May 2012 - February 2013
Wellesley Information Services February 2008 - February 2013
Putnam Investments December 2000 - January 2004
Skills
CRM, Salesforce.com, Microsoft Excel, NetSuite, VAT, Access Database, Photoshop, Adobe Acrobat, Lotus Notes, Outlook, SQL, Microsoft Word, SaaS, ERP, Accounts Receivable, Payment Application, Purchase Order Finance, Inventory Management, Contract Management, Forecasting, US GAAP, PowerPoint, Sametime, Social Media, Sales, Time Management
Education
Ringling College of Art and Design 1991 — 1996
Bachelor of Fine Arts (B.F.A.), Printmaking Painting
Jessica Wachsman's Putnam Investments Experience 1995 - 2004
Job Owner
Industry Leisure, Travel & Tourism
Experience
Birches Academy of Academics and Art July 2011 - Present
Mill Falls Charter School September 2010 - Present
America Travel January 2003 - Present
Putnam Investments 1995 - 2004
Education
Saint Anselm College 1992 — 1996
Business
Saint Joseph College 1990 — 1992
Birches Academy of Academics and Art July 2011 - Present
Mill Falls Charter School September 2010 - Present
America Travel January 2003 - Present
Putnam Investments 1995 - 2004
Education
Saint Anselm College 1992 — 1996
Business
Saint Joseph College 1990 — 1992
David Teeven's Putnam Investments Experience August 2015 - Present
Job Head of Finance Systems & Reporting at Putnam Investments
Industry Financial Services
Experience
Putnam Investments August 2015 - Present
EMPOWER Retirement January 2015 - August 2015
Putnam Investments March 2000 - December 2014
Skills
Financial Analysis, Mutual Funds, Financial Modeling, Financial Reporting, Financial Services, Strategic Financial...
Education
Saint Anselm College 1986 — 2000
BA, Business
Salesianum School 1986 — 1990
High School
Putnam Investments August 2015 - Present
EMPOWER Retirement January 2015 - August 2015
Putnam Investments March 2000 - December 2014
Skills
Financial Analysis, Mutual Funds, Financial Modeling, Financial Reporting, Financial Services, Strategic Financial...
Education
Saint Anselm College 1986 — 2000
BA, Business
Salesianum School 1986 — 1990
High School
Steven Bagley's Putnam Investments Experience September 1996 - December 2006
Job Vice President at State Street
Industry Financial Services
Experience
State Street January 2007 - Present
Putnam Investments September 1996 - December 2006
Skills
Fixed Income, Equities, Mutual Funds, Bloomberg, Derivatives, Securities, Investments, Financial Services, Alternative Investments, Financial Analysis, Risk Management, Valuation, Banking
Education
Saint Anselm College 1992 — 1996
Bachelor of Arts (B.A.), Mathematics
State Street January 2007 - Present
Putnam Investments September 1996 - December 2006
Skills
Fixed Income, Equities, Mutual Funds, Bloomberg, Derivatives, Securities, Investments, Financial Services, Alternative Investments, Financial Analysis, Risk Management, Valuation, Banking
Education
Saint Anselm College 1992 — 1996
Bachelor of Arts (B.A.), Mathematics
Eleanor Whitehead's Putnam Investments Experience 1992 - 1996
Job Resource Specialist in MDUSD
Industry Primary/Secondary Education
Experience
Lafayette School District August 2006 - June 2013
JP Morgan 1996 - 1999
Putnam Investments 1992 - 1996
Education
St. Mary's College of California 2013 — 2014
University of Oxford 1982 — 1986
Master of Arts (M.A.), Classics and Modern Languages
Lafayette School District August 2006 - June 2013
JP Morgan 1996 - 1999
Putnam Investments 1992 - 1996
Education
St. Mary's College of California 2013 — 2014
University of Oxford 1982 — 1986
Master of Arts (M.A.), Classics and Modern Languages
James Thomas, CMT's Putnam Investments Experience
Job Equity Trader at Putnam Investments
Industry Financial Services
Experience
Putnam Investments
Education
St. Joseph's College (ME) 1992 — 1996
Putnam Investments
Education
St. Joseph's College (ME) 1992 — 1996