Putnam Investments
Putnam Investments is a privately owned investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Parent organization: Great-West Lifeco Customer service: 00 1 617-292-1000 Number of employees: 1,700+ CEO: Robert L. Reynolds (1 Jul 2008–) Headquarters: Boston, Massachusetts, United States Subsidiaries: PanAgora Asset Management, Inc.,
Putnam Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Putnam Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Critical Process Systems Group January 2014 - Present
Burton Snowboards April 2000 - November 2013
IDX Systems Corporation March 1998 - April 2000
Associates in Rural Development September 1993 - March 1998
Phibro Energy (Salomon Brothers) December 1990 - September 1993
Putnam Investments March 1987 - December 1990
Saluti Associates May 1986 - February 1987
Skills
Benefits Design, Benefits Management, Compensation Structures, Organizational..., Employee Relations, Performance Management, Incentive Programs, Employee Engagement, Business Planning, Budget Management, Deferred Compensation, Process Improvement, Mergers & Acquisitions, Onboarding, Organizational Design, HRIS, HR Policies, Project Management, Health & Welfare..., Employee Benefits, Management, Benefits Administration, Budgets, Leadership
Education
Simmons College
Bachelor of Arts (BA), Management
BOK Financial May 2013 - Present
Bartlett Consulting Group March 2010 - 2013
Wells Fargo Institutional Retirement and Trust 2010 - 2013
Putnam Investments August 2005 - January 2010
ABD Insurance and Financial Services 1996 - 2004
Skills
401k, Retirement, ERISA, Investments, Employee Benefits, Investment Strategies, Pensions, Financial Services, Defined Contribution, Asset Managment, CRM, Mergers & Acquisitions, Strategy, New Business Development, Wealth Management, Business Planning, Retirement Planning, Leadership, Management, Insurance, Financial Advisory, Asset Management, Business Development, Mutual Funds, Series 63
Education
Center for Fiduciary Studies 2012 — 2012
AIFA
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School 2004 — 2005
University of Pennsylvania - The Wharton School
CEBS
University of Illinois at Chicago 1981 — 1984
Southern Illinois University, Carbondale 1976 — 1979
BA
BNY Mellon February 2007 - September 2011
BNYMellon September 2004 - February 2007
BNYMellon July 2002 - September 2004
Management Training Program July 2001 - July 2002
BNY Mellon December 1997 - July 2001
Putnam Investments November 1996 - December 1997
Skills
Risk Management, Investments, Management, Mutual Funds, Financial Risk, Leadership, Fixed Income, Equities, Team Building, Organization Skills, Communication, Teamwork, Adapability, Project Management, Budgets, Business Recovery..., Alternate Site Testing, Root Cause Analysis, System Access Reviews, Program Management, Business Analysis
Education
Salem State University 1995 — 1996
Bachelor of Science, Communications
Syracuse University 1988 — 1990
Putnam Investments September 2013 - Present
Putnam Investments December 2012 - September 2013
Putnam Investments February 2011 - December 2012
Putnam Investments September 2010 - February 2011
Fancy Schmancy September 2005 - September 2010
Merrill Lynch May 2009 - August 2009
Skills
Series 7, Series 6, Series 63, Investment Advisory, Alternative Investments
Education
Siena College 2006 — 2010
B.S. Finance, International Finance
Siena Italian Studies 2008 — 2008
FICCS, International Business/Trade/Commerce
Canaccord Genuity Inc. February 1999 - July 2012
Putnam Investments May 1992 - June 1998
Skills
Fixed Income, Equities, Securities, Equity Trading, Investment Banking, Bloomberg, Back Office, Trading, Trading Systems, Settlement, Mutual Funds, Corporate Actions, Capital Markets
Education
Cambridge Rindge and Latin
Savannah College of Art and Design
OppenheimerFunds March 2008 - Present
Putnam Investments 1995 - 2008
Skills
Mutual Funds, Asset Allocation, Series 63, Investments, Wealth Management, Series 7, Asset Management, Separately Managed..., Retirement Planning, Retirement, Investment Advisory, Investment Strategies, Alternative Investments, 401k, Series 6
Education
University of Pennsylvania - The Wharton School 2015 — 2015
CIMA, Finance and Financial Management Services
Southern Connecticut State University 1991 — 1995
Business Administration and Management, General
Prince Pizzeria January 2013 - Present
Putnam Investments October 2011 - March 2012
Skills
Accounts Receivable, Payroll, Microsoft Office, Inventory Control, Customer Service, Management, Team Management
Education
Salem State University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Regional school district #10 August 2015 - Present
New Haven Public Schools September 2014 - June 2015
Insurance Optimization Consulting, LLC March 2013 - March 2014
ING June 2010 - August 2012
Wesleyan University January 2007 - February 2009
ING Investment Management January 2003 - August 2006
T. Rowe Price August 2001 - November 2002
Putnam Investments February 1997 - August 1999
Thomson Financial November 1994 - January 1997
Skills
insurance investment..., alternative investment..., strategic asset..., Asset Management, Investments, Equities, Hedge Funds, Alternative Investments, Asset Allocation, Asset Managment, Private Equity, Portfolio Management, Financial Risk, Investment Management, Mutual Funds, Fund Of Funds, Quantitative Analytics, Fixed Income, Bloomberg
Education
The Tuck School of Business at Dartmouth 1999 — 2001
MBA, business
Simmons College 1991 — 1994
BS, mathematics
Pioneer Investments June 2014 - Present
Putnam Investments August 2013 - May 2014
Putnam Investments January 2013 - July 2013
KeyBank June 2011 - October 2012
KeyBank June 2010 - June 2011
Skills
Customer Service, Finance, Marketing, Sales, Credit, Financial Analysis, Microsoft Excel, Leadership, Outlook, Market Research, PowerPoint, Event Planning, Microsoft Office, Microsoft Word, Research, Social Media, Public Speaking, Series 63, Series 6, Series 7
Education
Siena College 2008 — 2010
BS, Finance
Wagner College 2007 — 2008
Peak Scientific August 2015 - Present
EMD Millipore September 2012 - July 2015
Insulet Corporation July 2010 - September 2012
Catherine Hinds Institute of Esthetics 2009 - 2009
Putnam Investments August 2007 - January 2008
CVS Caremark Corporation 2008 - 2008
Skills
Salesforce.com, Customer Service, Microsoft Office, Sales, Training, Sales Operations, Marketing, Access, Management, Public Speaking, Team Building, Account Management, New Business Development, Social Networking, Recruiting, Cold Calling
Education
Salem State University 2004 — 2008
Bachelor of Science in Business Administration, Marketing
Tufts Medical Center June 2013 - Present
St. Elizabeth's Medical Center December 2010 - December 2014
Centrus Home Care September 2010 - November 2010
Tufts Medical Center December 2009 - August 2010
Putnam Investments December 2005 - August 2008
Skills
Vital Signs, Medical/Surgical, Vaccines, Healthcare, Hospitals, Health Education, Nursing, ACLS, Microsoft Word, Clinics, PowerPoint, Microsoft Office, BLS, Patient Safety, Microsoft Excel
Education
Simmons College 2008 — 2010
BS, Nursing
Simmons College, Boston 2008 — 2010
Bachelors of Science, Nursing
Westfield State CollegeMay 2005 2001 — 2005
Bachelor of Arts, Communications
Putnam Investments March 2009 - Present
Bank of America 2004 - 2009
Bank of America 2003 - 2004
Fleishman-Hillard 1999 - 2002
Rubenstein Associates 1998 - 1999
MetLife 1993 - 1998
Mount & Nadler 1990 - 1993
Skills
Media Relations, Corporate Positioning, Senior Executive..., Executive Communications, Issues Managment, Crisis Communications, Internal Communications, Product Promotion, Marketing Communications, Personnel Management..., Strategic Communications
Education
Skidmore College
Bachelor of Arts, Government
HarbourVest Partners May 2015 - Present
HarbourVest Partners June 2012 - Present
Putnam Investments June 2011 - November 2011
Cabot Money Management November 2010 - February 2011
Letra Group May 2010 - August 2010
Education
Salem State College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Economics
International College of Management 2010 — 2010
St. Johns Prep.
GMO April 2008 - Present
Putnam Investments December 2003 - April 2008
Education
Skidmore College 1995 — 1999
Bachelor of Arts (B.A.)
St. Joseph Regional HS
The Gunnery
BeWell360° 2009 - Present
Hotel Association of Los Angeles 2008 - Present
Be Well, Inc. January 2000 - Present
Beach House Hotel and Spa 2000 - Present
Independant Consultant September 1998 - January 2000
John Hancock July 1997 - August 1998
Putnam Investments January 1996 - July 1997
Skills
Team Building, Holistic Health, Strategic Planning, Coaching, Wellness, Yoga, Meditation, Therapeutic Massage, Healing, Social Networking, Spa, Marketing, Energy Healing, Beauty Industry, Customer Service, Personal Development, Public Relations, Entrepreneurship, Management, Lifestyle Coaching, Healthcare, Relaxation, Small Business, Treatment, Teaching, Stress, Chronic Pain, Aromatherapy, Training, Wellbeing, Leadership Development, Skin Care, Event Planning, Marketing Strategy, Sales Management, Nutrition, Event Management, Hotels, Public Speaking, Fitness, Personal Training, Stress Management, Wellness Coaching, Social Media, Reiki, Lifestyle, Swedish, Leadership, Consulting
Education
San Francisco State University 1993 — 1995
BA, Psychology
University of Portland 1991 — 1993
Psychology, Philosophy
Stonehearth Capital Management May 2012 - Present
Beaconcrest Capital Management April 2009 - May 2012
Putnam Investments June 2005 - November 2008
Putnam Investments March 1999 - June 2005
Putnam Investments March 1996 - March 1999
Skills
Chartered Financial..., Portfolio Management, Separately Managed..., Alternative Investments, Hedge Funds, Portfolio Optimization, Financial Modeling, Equity Trading, Equity Research, Mutual Funds, Investment Management, Quantitative Finance, Investment Strategies, Asset Allocation, Dynamic Asset Allocation, Alternative Assets, Manager Selection
Education
Salem State University 1990 — 1995
B.A., Finance
VMware July 2015 - Present
VMware February 2014 - July 2015
Resources Global Professionals May 2012 - February 2014
Resources Global Professionals November 2010 - May 2012
Be Bright, LLC October 2007 - May 2010
Putnam Investments September 1998 - August 2003
Wiley, Rein & Fielding May 1997 - September 1998
Morgan Stanley (formerly Smith Barney) June 1995 - August 1997
Skills
Process Improvement, Recruiting, Project Management, Sales, Cross-functional Team..., Business Development, Account Management, Team Building, Leadership, Project Planning, Fundraising, Talent Management, Professional Services, Financial Analysis, Marketing Strategy, Data Center, Marketing, Business Analysis, Financial Reporting, Contract Negotiation, Performance Management, Budgets, Analysis, Organizational..., New Business Development, Business Strategy, Leadership Development, Networking, Analytics, Strategic Planning, Cloud Computing, Training, Finance, CRM, Security, Team Leadership, Business Planning
Education
Southern Methodist University 1990 — 1994
Bachelors of Arts, Meadows School of the Arts, Communications
Academy of the Holy Names 1987 — 1990
Sallie Mae December 2007 - Present
Putnam Investments September 1994 - September 2007
Proteon 1990 - 1994
Prime Computer September 1988 - November 1990
Harvard Business School Press 1984 - 1988
Northeastern University Press 1979 - 1984
Skills
Advertising, Editing, Corporate Communications, Non-profits, Media Relations, Nonprofits, Social Media Marketing, Marketing, Financial Services, Marketing Communications, Mutual Funds, Newsletters, Strategic Planning, Strategy, Publishing, Internal Communications, Writing, Management
Education
Simmons College
Masters, Communications
University of Massachusetts, Amherst
B.A., Communications
Putnam Investments August 2006 - Present
EMC February 2006 - August 2008
Education
Shivaji University
Eaton Vance June 2007 - Present
Evergreen Investments 2005 - 2007
Evergreen Investments/Wachovia Corporation 2005 - 2007
PFPC/PNC/BNY Mellon 2000 - 2005
Putnam Investments 1995 - 2000
Tucker Anthony & R L Day 1981 - 1987
Skills
Client Service, Asset Management, Series 7, Compliance, Series 63, Relationship Management, Series 99, Building Strong..., Asset Managment, Financial Services, Mutual Funds, Alternative Investments, Securities, Hedge Funds, Fixed Income, Trading, ETFs, FINRA, Equities, Investments, Series 6
Education
Simmons College - Simmons School of Management
MBA
Richard DeSalvo Consulting LLC September 2008 - Present
Morgan Stanley 1996 - 2008
Putnam Investments 1996 - 1997
Skills
Mutual Funds, Series 7, Sales and Distribution, Investment Advisory, Retirement Planning, Asset Managment, Series 24, Broker Dealer, Strategy, Financial Advisory, Securities, Investment Banking, Asset Management, Trading, Series 63, Broker-Dealer, Asset Allocation, Pensions, Alternative Investments, Portfolio Management, FINRA, Investments, Private Equity, Hedge Funds, Separately Managed..., ETFs, Retirement, 401k, Financial Services, Wealth Management
Education
Seton Hall University 1979 — 1983
Bachelor of Applied Science (B.A.Sc.), Marketing
Ramapo
Putnam Investments July 2013 - Present
University of Massachusetts Amherst January 2013 - May 2013
University of Massachusetts Amherst June 2011 - January 2013
IBM May 2012 - August 2012
UCLA, Center for Embedded Networked Sensing June 2010 - August 2010
Smith College September 2009 - December 2009
University of Maryland June 2009 - August 2009
Education
University of Massachusetts, Amherst 2011 — 2013
MA, Computer Science
Smith College 2007 — 2011
BA, Mathematics, Computer Science
University of Sussex 2010 — 2010
Computer Science
Consulting October 2013 - Present
AlphaSimplex November 2012 - May 2013
Numeric Investors July 2010 - August 2012
PanAgora Asset Management January 2008 - April 2009
Putnam Investments August 2006 - December 2007
Education
Skidmore College 2002 — 2006
BS, Management & Business, Economics
John Hancock Investments November 2013 - Present
Putnam Investments February 2009 - October 2013
Putnam Investments March 2005 - February 2009
Putnam Investments March 2000 - March 2005
Putnam Investments March 1999 - March 2000
Putnam Investments May 1997 - March 1999
Skills
Integrated Marketing, Brand Management, Strategy, Strategic Planning, Leadership, Mutual Funds, Budgets, Marketing Strategy, Social Media, Blogging, Project Management, Marketing Communications, Series 63, Financial Services, Management, Marketing Research, Newsletters, Social Media Marketing, Sales, Direct Marketing, Creative Strategy
Education
Simmons College 1990 — 1994
BA, Communications and Public Relations
Bank of America April 2012 - Present
Putnam Investments October 2007 - September 2010
Education
Seton Hall University 2003 — 2007
Bachelor of Science (BS), Communication and Media Studies
Putnam Investments July 2013 - Present
Skills
Java, C++, Objective-C, Python, JavaScript, CSS, HTML, SQL, Java Enterprise Edition, Eclipse, Linux, C, Research
Education
University of Massachusetts, Amherst 2010 — 2013
Bachelor of Science (B.S.), Computer Science
Salem State College 2008 — 2010
Bachelor of Science (B.S.), Computer Science
Putnam Investments December 2010 - Present
Arnold Worldwide October 2010 - December 2010
Vivaldi Partners January 2010 - December 2010
The McGraw Hill Companies June 2009 - January 2010
The Brand Gallery February 2009 - May 2009
Skills
Graphic Design, Brand Development, Illustrator, InDesign, Flash, Layout, Multimedia, Corporate Identity, Dreamweaver, Graphics, Advertising, Photoshop, Web Design, Image Manipulation
Education
School of Visual Arts 2006 — 2010
BFA, Graphic Design with Branding concentration
Putnam Investments April 2013 - Present
State Street May 2004 - March 2013
COMSYS November 2003 - May 2004
One Source Computer Corporation April 2000 - December 2002
Skills
Web Server (Apache, Sun..., Java Application..., Siteminder Policy..., CA Identity Manager 8.1, Sun Directory Server 6X, Linux Server, Solaris
Education
University of International Business and Economics 1989 — 1991
Bachelor of Economics
Shanghai Jiao Tong University 1983 — 1987
Bachelor of Science (BS)
State Street Global Advisors February 2008 - Present
Putnam Investments March 2000 - February 2008
Skills
Investment Operations, Portfolio Management, Analysis, Process Engineering, Corporate Actions, Project Management, Investment Operations...
Education
Salve Regina University 1983 — 1987
B.S, Finance
YALS November 2014 - Present
Nesmith Library April 2012 - Present
YALS September 2013 - November 2014
Windham School District January 2009 - April 2013
Plaistow Public Library April 2011 - August 2011
Windham Center School September 2003 - December 2009
Putnam Investments July 1998 - October 1999
Coach May 1992 - December 1993
Coach October 1989 - April 1992
Bloomingdale's - Men's Clothing October 1988 - September 1989
Skills
Library, Library Science, Collection Development, Public Libraries, Digitization, Information Literacy, Library Instruction, Cataloging, Books, Library 2.0, Reader's Advisory, Library Research, Electronic Resources, Librarians, Young Adult Literature, Digital Libraries, Academic Libraries, Virtual Reference, Library Reference, Archives, Information Retrieval, Circulation, Interlibrary Loan, Special Collections, Metadata, Blogging, Customer Service, Customer Relations
Education
Southern Connecticut State University 2010 — 2011
MLS, Library Science
University of Maine 1982 — 1986
Bachelor of Arts, French
Université Paris-Sorbonne 1984 — 1985
Certificat de la Langue Francaise, French
The Leadership, Inc. July 2015 - Present
F-Squared Investments July 2013 - July 2015
Fidelity Investments September 2012 - July 2013
John Hancock Financial (Manulife Financial) July 2005 - September 2012
John Hancock Financial Services June 2001 - July 2005
Putnam Investments January 2000 - June 2001
Keyport Life Insurance Company January 1995 - December 1999
Skills
Team Building, Product Launch, Mutual Funds, Series 7, Fixed Annuities, Investments, Financial Services, Series 63, Relationship Management, Wealth Management, Asset Allocation, Marketing Strategy, Separately Managed..., Series 24, Strategy, Management, Marketing, Asset Management, Executive Management, Retirement Planning, Alternative Investments
Education
Simmons College - Simmons School of Management 1997 — 1999
MBA
College of Wooster
BA
Putnam Investments December 2011 - Present
Old Mutual Asset Management November 2008 - January 2012
Cowen and Company 2007 - 2008
Pacific Crest Securities 2006 - 2007
Jefferies & Company 2004 - 2006
SoundView Technology Group 2000 - 2004
Education
Southern Methodist University - Cox School of Business
BBA
Cengage Learning August 2014 - Present
Vistaprint April 2013 - August 2014
Tufts University December 2010 - March 2013
eSecLending January 2010 - September 2010
eSecLending January 2008 - January 2010
eSecLending November 2005 - January 2008
Putnam Investments July 2004 - October 2005
Putnam Investments October 2003 - July 2004
Skills
Client Services, Financial Services, Securities, Bloomberg, Securities Lending, Middle Office, Microsoft Office, Fixed Income, Microsoft Excel, PowerPoint, Budgets, Mutual Funds, Investments, Equities, WebEx, Cisco Technologies, Tandberg, SAP, PeopleSoft, Event Planning, Corporate Events, Office 365, Yammer, Notary Public
Education
University of New Hampshire 2000 — 2003
Bachelor of Arts, Communications
Southern Connecticut State University 1999 — 2000
North Shore Physicians Group December 2013 - Present
Abcam April 2012 - November 2013
International Travel May 2010 - April 2012
Putnam Investments August 2008 - May 2010
Putnam Investments September 2007 - August 2008
Skills
Customer Service, Analysis, Financial Reporting, Financial Analysis, Finance, Microsoft Office, Portuguese, ESL, Accounting, Microsoft Excel, Mutual Funds, Accounts Receivable, Client Issue Resolution, Teamwork, Cross-cultural..., PeopleSoft Financial, SAP Financial, Credit Management, Financial Services, Hyperion, Strategic Planning, Process Improvement, Leadership, Microsoft Word, Management
Education
San Diego State University-California State University 2003 — 2007
Economics
andover high school
Bessemer Trust June 2015 - Present
Bank of America September 2005 - May 2015
Putnam Investments 2003 - 2005
Morgan Stanley 1998 - 2000
Fidelity Investments 1994 - 1998
Skills
Series 7 and 63 licensed, End to End Program..., Team Management, Product differentiation..., Content Strategy, Executive-Level..., Organization &..., Marketing, Online Advertising, Project Management, Product Marketing, Leadership, Investments, Mutual Funds, Program Management, Market Research, Business Strategy, Social Media Marketing, Multi-channel Marketing, Marketing Strategy, Segmentation, Thought Leadership, Digital Marketing, Wealth Management, Finance, Financial Services
Education
Simmons School of Management
Master of Business Administration (M.B.A.), Marketing
Suffolk University
Bachelor's degree, Government
In The Pink Stores, Inc. April 2014 - Present
Utica Comets October 2013 - April 2014
In The Pink Stores, Inc. May 2013 - September 2013
Putnam Investments August 2010 - May 2013
AllianceBernstein August 2009 - August 2010
New England Build and Restore June 2008 - July 2009
WEEI 2006 - 2009
Entercom May 2006 - September 2007
Simmons College 2006 - 2007
Skills
Client Relations, Written Communication, Marketing Communications, Social Media, Social Media Marketing, Brand Awareness, Written Skills, Public Speaking, Microsoft Office, Nonprofits, Strategy, Management, Competitive Analysis, Sales, Time Management, Budgets, Sponsorship, Marketing, Event Planning, Integrated Marketing, Account Management, Social Networking, Email Marketing, Event Management, Corporate Communications, Marketing Strategy, Cross-functional Team..., Corporate Branding, Newsletters, Customer Service, Microsoft Excel, Advertising, Online Marketing, Facebook, Merchandising, Market Research, Strategic Communications, Fundraising, Brand Development, Brand Management, Digital Strategy, Media Planning, Interviews, Radio, Publicity, Leadership, Direct Marketing, Media Relations, Internal Communications, Digital Media
Education
Simmons College 2008 — 2009
M.S., Communications Management
Simmons College 2004 — 2008
Bachelor, Communications (Public Relations/Marketing and Broadcast Journalism)
Retired, Volunteering, and helping others April 2005 - Present
Putnam Investments August 1989 - April 2005
Texas Instruments 1973 - 1988
Education
University of Oklahoma 1972 — 1973
Master of Science (MS), Computer and Information Sciences and Support Services
Southeastern Oklahoma State University 1969 — 1972
Bachelor of Science (BS), Secondary Education and Teaching/Mathematics/Computer Science
Cambridge Associates November 2012 - December 2014
AlphaSimplex Group, LLC February 2012 - August 2012
Putnam Investments September 2010 - February 2012
Wellington Management Company, LLP July 2008 - September 2010
Skills
Research, Bloomberg, Data Analysis, Fixed Income, Microsoft Excel, Investments, Financial Analysis, Investment Strategies, PowerPoint, Project Management, Institutional..., Economics, Mutual Funds, Analysis, Strategy, Trading, Financial Modeling, Access, Market Research, Asset Allocation, 40 Act Mutual Funds, institutional investors, RFP, Fact Sheets, client letters, training program...
Education
Simmons College 2004 — 2008
Bachelor of Arts, magna cum laude
Financial Engines July 2015 - Present
Financial Engines October 2013 - July 2015
Imagitas August 2013 - September 2013
Imagitas September 2010 - July 2013
Imagitas October 2008 - September 2010
Putnam Investments February 2007 - October 2008
Putnam Investments July 2006 - December 2007
Skills
Direct Marketing, Advertising, Email Marketing, Microsoft Office, Customer Service, InDesign, Account Management, Direct Mail, QuarkXPress, Adobe Acrobat, Adobe Creative Suite, Online Advertising, Quality Assurance, Salesforce.com, Digital Marketing, Social Media Marketing, Photoshop, Lotus Notes, Proofing, Basecamp, Project Management, Inventory Management, ad trafficking, customer relationship..., Production Planning, Print Production Process, Social Media, Social Networking, Database Marketing, Call Centers, Lead Generation, Marketing Communications, NetSuite
Education
Salem State College 2002 — 2006
Bachelor of Science, Business and Administration
Putnam Investments July 2013 - Present
Undisclosed March 2015 - Present
Skills
Matlab, Mathematica, R, Java, Python, Computer Science, JavaScript, Software Engineering
Education
Smith College 2009 — 2013
BS, Engineering
Putnam Investments September 2015 - Present
Lexington Wealth Management September 2013 - Present
Abercrombie & Fitch October 2011 - September 2013
Salem State University 2010 - 2011
Skills
Retail, Retail Marketing, Human Resources, Sales, Employee Training, Social Media Marketing, Marketing, Visual Merchandising, Merchandising, Recruiting, Hiring Employees, Customer Service, Writing, Management, Executive..., Hiring
Education
Salem State University
Bachelor of Science (BS), Communication, Concentration in Public Relations, Minor in Marketing, Overall GPA 3.5
Draper Laboratory September 2015 - Present
Draper Laboratory July 2010 - September 2015
Seyfarth Shaw LLP November 2005 - May 2009
Seyfarth Shaw LLP April 2002 - November 2005
Outsell, Inc. February 2001 - September 2001
Primark / Disclosure August 1998 - December 2000
The Dialog Corporation June 1994 - August 1998
Putnam Investments January 1993 - June 1994
Motorola May 1985 - January 1993
Education
Simmons College
Master's, Library Science
MFS Investment Management March 2015 - Present
MFS Investment Management January 2001 - March 2015
MFS Investment Management December 1994 - January 2001
Putnam Investments January 1993 - December 1994
Skills
Project Management, Marketing Strategy, Strategy, Mutual Funds, Integrated Marketing, Public Relations, Financial Services, Advertising
Education
Skidmore College
Bachelor of Arts (B.A.)
Putnam Investments November 2012 - December 2012
Cognizant Technology Solutions July 2011 - December 2012
BNY Mellon July 2011 - November 2012
Fidelity Investments November 2010 - July 2011
Syntel October 2005 - October 2010
State Street May 2009 - April 2010
State Street November 2008 - May 2009
Guitar Center August 2008 - October 2008
Belk June 2008 - July 2008
Target July 2007 - March 2008
Skills
Java Enterprise Edition, Spring, Hibernate, Struts, PL/SQL, Websphere, Web Applications, Ant, Maven, SDLC, SQL, Agile Methodologies, DB2, SOA, XML, Web Services, JSP, WebSphere Application..., Weblogic, Tomcat, Unix Shell Scripting, Requirements Gathering, Unix, JavaScript, Servlets, AJAX, jQuery, Eclipse, Visio, JMS, Oracle, Java, Requirements Analysis, Perl
Education
Sikkim Manipal University of Health, Medical and Technological Sciences 2001 — 2004
MSc, Information Technology
Utkal University 1998 — 2001
BSc, Mathematics
J.P. Morgan Asset Management January 2013 - Present
Morgan Stanley August 2007 - January 2013
Mercer August 2005 - August 2007
Oechsle International Investments February 2005 - August 2005
Putnam Investments August 2003 - February 2005
Skills
Marketing Strategy, HTML, Adobe Acrobat, Marketing Communications, Research, Social Media, Online Marketing, Internal Communications, Digital Marketing, Integrated Marketing, Product Marketing, Marketing Management, Creative Services, Promotions, Writing, Web Content Management, Campaigns, Brand Management, Project Management, Salesforce.com, Strategic Communications, Financial Services, Newsletters, Marketing, Email Marketing, Social Media Marketing, Digital Strategy, Content Development, SEO, Online Advertising, B2B Marketing, Content Management, Mutual Funds, Digital Media, Content Strategy, B2B, Campaign Management, Retirement Planning, Multi-channel Marketing
Education
Siena College 1999 — 2003
Bachelor of Science, Marketing and Management
Marin General Hospital August 2014 - June 2015
UCSF October 2013 - July 2014
UCSF June 2012 - October 2013
Putnam Investments October 2010 - July 2012
Skills
Nonprofits, Event Planning, Employee Wellness, Hospital Revenue Cycle, Reproductive Health, Social Media, Event Management, Non-profit Boards, Communication, Diabetes, Grant Coordination, Non-profit Volunteer, MailChimp, Salesforce.com, WordPress, ICD-9, Project Management, Budgets, Microsoft Office, Google Analytics, Community Outreach, Research
Education
University of Utah - David Eccles School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
University of Utah 2015 — 2018
Masters in Healthcare Administration
San Francisco State University 2008 — 2010
BS, Liberal Studies and Health Education
Linedata September 2015 - Present
Partners HealthCare March 2003 - Present
American Renal Associates November 2013 - September 2015
HCPro, Inc. May 2010 - November 2013
Putnam Investments 2009 - May 2010
Skills
Microsoft Excel
Education
Suffolk University 2013 — 2016
Master's degree, MBA/MST
Salem State University 2006 — 2010
Bachelor's degree, Accounting and Finance
Choicelinx June 2015 - Present
Putnam Investments February 2013 - May 2015
Sentinel Benefits & Financial Group June 2005 - September 2012
Skills
Financial Services, Investments, Relationship Management, Salesforce.com, 401k, Retirement, Superior Client Service, Retirement Benefits, Defined Contribution, Sales Logix, Relius Administration, Lotus Notes
Education
Salem State University 1999 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Schroders October 2014 - Present
Putnam Investments June 2013 - July 2014
Putnam Investments January 2013 - May 2013
Education
Skidmore College 2008 — 2012
BA, Psychology, Economics
Port Wealth Management January 2015 - Present
Ameriprise Financial Services, Inc. October 2013 - January 2015
Monahan Associates October 2012 - October 2013
Putnam Investments 2007 - October 2010
Putnam Investments 2005 - 2007
Putnam Investments 2003 - 2004
Putnam Investments 2001 - 2003
Putnam Investments 2000 - 2001
Skills
Series 63, Series 7, Series 6, Investments, Series 65, Sales, Training, Building Relationships, Mutual Funds, Client Development, Sales Presentations, Client Education, Relationship Marketing, Business Planning
Education
Simmons College 1996 — 2000
Business Management, Finance, Economics
University of Whales Swansea 1998 — 1998
1998 Fall Semester Abroad
Charles Schwab February 2012 - Present
Charles Schwab May 2007 - February 2012
Charles Schwab March 2005 - May 2007
Putnam Investments 2001 - 2005
Education
Simmons College 1998 — 2001
Swank Capital, LLC August 2011 - Present
Putnam Investments October 2008 - June 2011
Calamos Investments July 2006 - October 2008
TCW Investment Management December 2003 - July 2006
On Wall Street Magazine February 1998 - March 2003
Insight Capital Research & Management, Inc 1998 - 2003
Merrill Lynch May 1995 - August 1998
American Express Financial Advisors May 1994 - May 1995
Education
Southern Methodist University - Cox School of Business 2000 — 2002
MBA
The University of Texas at Arlington 1990 — 1994
BBA, Finance
Solomon Page Group September 2013 - Present
Soho Staffing February 2013 - September 2013
ING Financial Partners April 2012 - March 2013
O'Connell Motors August 2011 - April 2012
Putnam Investments May 2010 - August 2010
Skills
Microsoft Office, Social Media, PowerPoint, Research, Microsoft Excel, Microsoft Word, Investments, Spanish, Financial Analysis, SPSS, Sales, Series 63, Advertising, Finance, Recruiting, Management
Education
Skidmore College 2007 — 2011
BS, Management and Business
Medfield High School 2003 — 2007
BG Financial Services Group Owner/ProprietorGirl ThursdayDecember 2012 - Present
ALH Services August 2010 - Present
AltaRock Partners, LLC November 2006 - July 2009
Putnam Investments February 1996 - September 2001
Hellman, Jordan Management Company, Inc December 1989 - February 1996
Skills
Building Relationships, Interpersonal Leadership, Finance, Financial Reporting, Financial Analysis, Market Analysis, Project Management, Marketing Communications, Client Relations Skills, Project Planning, Problem Solving, Writing, Editing, Bloomberg Terminal, Morningstar, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Public Relations, New Business Development, Customer Satisfaction, Sales
Education
Siena College 1985 — 1989
Bachelor of Arts (B.A.), Creative Writing
John Hancock Financial Services February 2014 - Present
John Hancock Financial Services, Inc. January 2005 - February 2014
John Hancock Mutual Funds November 1993 - October 1995
Putnam Investments September 1992 - November 1993
Skills
Risk Assessment, Business Process..., Testing, Vendor Management, Strategic Planning, Customer Service, Requirements Analysis, Business Requirements, Financial Services, Project Planning, Compliance, Management, Project Portfolio..., Requirements Gathering
Education
Salem State College 2013 — 2017
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Northshore Community College 1993 — 2012
Associate of Science (AS), Business Administration and Management, General, 3.83
University of Connecticut 1983 — 1984
Fidelity Investments July 2010 - Present
Fidelity Investments November 2006 - July 2010
Mercer HR Services 2004 - 2006
Putnam Investments 1997 - 2005
Skills
User-centered Design, User Experience, User Experience Design, User Interface Design, Usability, Web Design, Usability Testing, Information Architecture, Financial Services
Education
San Diego State University-California State University
Philosophy, Logic, Ethics & Aesthetics
Bank of America January 2009 - Present
Bank of America April 2005 - January 2009
Massachusetts Innovation & Technology Exchange June 2001 - December 2007
Putnam Investments January 2000 - April 2005
Fidelity Investments September 1991 - January 2000
Skills
Fixed Income, Asset Managment, Equities, Portfolio Management, Wealth Management, Financial Services, Capital Markets, Investments, Risk Management, Banking, Mutual Funds, Hedge Funds, Derivatives, Trading Systems, Alternative Investments, Series 63, Securities, Investment Banking, Financial Risk, Financial Markets, Asset Management, Credit Risk, Strategy, Trading, Information Management, Relationship Management
Education
Southern Methodist University 1992 — 1994
MA
Texas Christian University 1987 — 1991
BS
Newport Biodiesel March 2012 - Present
Cape Cod BioFuels October 2008 - January 2012
ING January 1996 - October 2008
Putnam Investments 1994 - 1996
Skills
Product Development, New Business Development, Business Analysis, Process Improvement, Strategic Planning, Management Consulting, Business Process..., Strategy, Analysis, Risk Management, Vendor Management, Program Management, Banking, Change Management, CRM, Business Intelligence, Portfolio Management, Outsourcing, Business Strategy, Financial Services
Education
Seton Hall University 1989 — 1994
Accounting
Boston College High School 1986 — 1989
Putnam Investments March 2013 - Present
2006 - 2011 December 2006 - December 2013
DG Capital 2006 - 2013
Alpha Equity Research, Inc March 1994 - November 2006
Alpha Equity Research, Inc January 1994 - January 2006
Fidelity Investments January 1992 - January 1994
Skills
Portfolio Management, Research, Investments, Hedge Funds, Mutual Funds, Equities, Asset Allocation
Education
University of New Hampshire 2009 — 2011
MBA, Finance, 3.80
Salem State University 1989 — 1992
BS, Business Administration - Finance/Economics
Westford Academy 1983 — 1987
High School
Pepsi Bottling Group 2000 - 2003
Putnam Investments 1996 - 1999
Education
Saratoga Central Catholic High School 1980 — 2000
Siena College 1986 — 1990
Fidelity Investments October 2005 - Present
Fidelity Investments 2003 - 2005
Fidelity Investments 2000 - 2003
Fidelity Management Trust Company 1998 - 2000
Putnam Investments 1997 - 1998
Fidelity Investmetns 1996 - 1997
Internal Revenue Service 1995 - 1996
Skills
Mutual Funds, 401k, Financial Services, Equities, Series 7, Process Improvement, Asset Management, Fixed Income, Relationship Management, Business Analysis, Investments, Series 63, Securities, Retirement, Vendor Management
Education
Salem State College 1988 — 1993
BS Political Science
Malden Catholic High School 1984 — 1988
Wellington Management July 2015 - Present
Wellington Management December 2010 - July 2015
Wellington Management May 2007 - December 2010
Putnam Investments May 2004 - May 2007
Bucks County Republican Committee March 2002 - January 2004
Skills
Insurance, Negotiation, Organizational Change, Customer Relations, Strategic Planning, Marketing, Business Development, Analysis
Education
Simmons School of Management 2008 — 2011
MBA, magna cum laude, International Business
University of Massachusetts Boston 2004 — 2005
Certificate, Dispute Resolution
University of St. Andrews 1997 — 2001
MA Honors, Philosophy and International Relations
Governor Dummer Academy 1993 — 1997
Keane, Inc. consultantState Street2000 - 2007
State Street Corp 2000 - 2007
Putnam Investments 1996 - 2002
Stride Rite 1993 - 1996
Design Options, Inc 1983 - 1993
Education
Salem State University 1971 — 1975
iRobot April 2013 - Present
Dextrys April 2008 - Present
Keane, Inc August 2004 - April 2008
Keane, Inc November 1999 - August 2004
Putnam Investments 2001 - 2002
Skills
Business Analysis, Customer Service, Project Management, Vendor Management, Process Improvement, Account Management, SDLC, Requirements Analysis, Team Leadership, Program Management, CRM, Cross-functional Team..., Outsourcing, ERP, Integration
Education
West Virginia Wesleyan College 1991 — 1995
BA, Rehabilitation
West Virginia Wesleyan College 1991 — 1995
Salem State University 1989 — 1990
High School
Fidelity Investments September 1999 - Present
Putnam Investments June 1998 - September 1999
Skills
Strategic Financial..., Financial Modeling, Financial Services, Financial Analysis, Mutual Funds, Essbase, Investments, Finance, Business Analysis, Corporate Finance
Education
Salem State College 1986 — 1989
Bachelor of Science (BS), Finance, General
Council on Foreign Relations January 2013 - May 2013
T&B Education September 2009 - December 2012
Stanford Management Company September 2007 - August 2008
Putnam Investments July 2004 - August 2007
Samsung August 2003 - August 2003
Public Defender Service June 2002 - August 2002
Global Health Council October 1999 - July 2000
U.S. House of Representatives September 1997 - June 1999
Skills
Portfolio Management, Economics, Investments, Research
Education
Seoul National University 2012 — 2014
Master of Arts (MA), Economics
Middlebury College - Language Schools 2013 — 2014
Spanish Language and Literature
Williams College 2000 — 2004
BA, Political Philosophy
T.C. Williams High School 1995 — 1999
Advanced Studies Diploma
Highfields Capital May 2007 - Present
HarbourVest Partners January 2005 - May 2007
Joppa Systems Development August 2002 - December 2004
Signature Financial Group, Inc. June 1997 - July 2003
Berkshire Manufactured Products, Inc. April 1995 - May 1997
Putnam Investments 1991 - 1995
Skills
Equities, Trading Systems, Derivatives, Investments, Mutual Funds, Hedge Funds, Pricing Systems, Venture Capital, Accounting Applications, Fixed Income, Software Asset..., Software Development, SQL, IT Project Leadership, Private Equity, Business Analysis, Financial Services
Education
Skidmore College
Bachelor of Science (BS), Finance, General
Mercer May 2005 - Present
Putnam Investments February 2001 - April 2005
Roving Software Inc January 2000 - January 2001
GEAC Software February 1986 - December 1999
Skills
Software Project..., Business Analysis &..., Project Delivery,..., Problem Analysis &..., Complex Project Planning, Problem Resolution, Product Procurement, Business Process Design..., Customer Support &..., Customer Relations, Team Management, Teamwork, Distributed Team..., Document Management, Technical Documentation, Document Imaging, Legal Documents, Document Retention, Certified Agile Scrum..., Vendor Management, Vendor Contract..., Risk Management, IT Business Strategy, IT Management, Process Improvement, Program Management, Quality Assurance, Software Quality...
Education
Smith College 1979 — 1983
BA, German & Economics
Bristol-Myers Squibb 2015 - 2015
Beacon Health Strategies January 2014 - July 2014
Macrovision July 2006 - April 2009
Putnam Investments 2005 - 2006
Magellan Health 2003 - 2005
Salem State College 2001 - 2002
Media One 1999 - 1999
Skills
Windows, Microsoft Office
Education
Salem State University 1999 — 2003
Art
Chelmsford High School 1995 — 1999
Taproot Foundation 2010 - Present
Palisades Free Library 2003 - 2008
Merrill Lynch 2001 - 2002
UBS Global Asset Management 1998 - 2000
Prudential Investments 1998 - 2000
Fidelity Investments 1994 - 1998
Putnam Investments 1986 - 1992
Skills
Marketing Communications, Marketing Strategy, Management, Marketing, Advertising, Integrated Marketing, Social Media, Social Media Marketing, Strategic Planning, Business Strategy, Product Marketing, Financial Services, Asset Management
Education
Salve Regina University
Bachelor of Arts (B.A.), Sociology and Psychology
The George Washington University
Graduate studies in Urban Planning
Disability Policy Consortium June 2014 - Present
K2Diversity November 2011 - Present
Independ Project Manager; HealthCare May 2011 - November 2011
Independant Project Manager April 2011 - August 2011
BNY Mellon December 2000 - June 2011
BEWI Productions 1984 - 2011
Credit Lyonnais Securities 2000 - 2001
Investors Bank & Trust 1989 - 2000
Action Environmental, Inc. 1989 - 1990
Putnam Investments 1989 - 1990
Skills
Fundraising, Non-profits, Program Management, Vendor Management, Business Analysis, Process Improvement, Customer Relations, Team Building, Change Management, Budgeting, Compliance, Risk Management, Financial Analysis, SDLC, Accounting, Outlook, Business Strategy, Lotus Notes, Excel, Problem Solving, Microsoft Office, Quality Assurance, Team Leadership, Analysis, PowerPoint, Word, Asset Management, Investments, Mentoring, Planning, Mergers, Requirements Analysis, Product Development, Portfolio Management, Business Management, Documentation, Contract Negotiation, Customer Service, Product Management, SharePoint, Public Speaking, Banking, Business Process..., Management Consulting, Management, Leadership, Financial Services, Wealth Management, Executive Management, Business Process
Education
Simmons College
B.S.
Wells Fargo September 2005 - Present
Evergreen Investments September 2005 - September 2005
Putnam Investments 1998 - 2004
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Asset Management, Alternative Investments, Investments
Education
Salem State College
BS, Business Administration
Ricoh Americas Corporation May 2003 - Present
Energy Resource Partners, Inc December 2008 - November 2010
JPA Corp. March 2002 - May 2003
EMC March 2000 - February 2002
Putnam Investments September 1999 - March 2000
Skills
Cold Calling, Salesforce.com, Email Marketing, Sales Process, Managed Print Services, New Business Development, Direct Sales, Sales Presentations, Solution Selling, Marketing Strategy, Sales, Account Management, Major Accounts, Selling, Document Imaging
Education
Saint Michael's College 1992 — 1996
BlackRock (State Street Reasearch) October 2002 - Present
Putnam Investments September 1998 - October 2002
Education
Salem State University 1991 — 1994
Archdiocese of Boston February 2009 - Present
The MathWorks November 2008 - March 2009
HiWired, Inc November 2007 - August 2008
New England Nurses 2006 - 2007
Sunlife Financial July 2004 - June 2006
Putnam Investments 2002 - 2004
Education
Salve Regina University 1998 — 2002
Iredale Mineral Cosmetics May 2014 - Present
Berkshire Bank October 2011 - May 2014
Berkshire Bank January 2009 - December 2011
Berkshire Bank August 2006 - December 2008
WellPoint September 2004 - August 2006
Putnam Investments 1997 - 2003
Skills
Financial Analysis, Finance
Education
Siena College 1995 — 1995
Siena College 1991 — 1995
Putnam Investments July 2006 - Present
Skills
Financial Services, Relationship Management
Education
Simmons College 2003 — 2006
Master of Arts (M.A.), Marketing Communications
University of Massachusetts, Amherst 1993 — 1997
Tricia Endicott Events May 2007 - Present
Commonwealth Financial Network June 1999 - May 2007
Putnam Investments June 1992 - June 1999
Skills
Event Planning, Marketing, Negotiation, Project Planning, Event Management, Contract Negotiation, Strategy, Marketing Strategy, Management, Leadership, Social Media Marketing, Social Media, Customer Service, Sales, Trade Shows, Strategic Planning, Marketing Communications, Corporate Events, Budgets
Education
Salem State College 1987 — 1992
BA, Theatre Arts & Communications
Putnam Investments October 2001 - Present
Putnam Investments 2001 - 2008
Fleet Bank 1989 - 2001
BankBoston 1989 - 2001
Pioneer Financial Bank January 1989 - August 1996
Skills
Corporate Insurance, Strategic Sourcing, Negotiation, Procurement, Insurance, Contract Negotiation, Vendor Management, Process Improvement, Outsourcing, Supplier Management, Budgeting, Supply Management, Management, Leadership, Strategy, Finance, Financial Services
Education
Salem State University 1976 — 1981
BS, Business Administration, Accounting & Economics
Chelsea High School 1972 — 1976
HNTB February 2008 - April 2013
Cannon Design November 2003 - February 2008
Egon Zehnder International 2000 - 2003
Putnam Investments 1999 - 1999
Payette Associates 1997 - 1999
Education
Smith College 1995 — 1997
BA, Sociology
Perficient December 2009 - Present
Perficient December 2007 - December 2009
Putnam Investments 2004 - 2007
Wipro December 2004 - June 2005
Wipro Technologies 2003 - 2005
Skills
Siebel, Integration, Web Services, Data Warehousing, EAI, Solution Architecture, SOA, Requirements Analysis, SDLC, OBIEE, PL/SQL, Oracle, Business Intelligence, EIM, Requirements Gathering, ETL, Business Analysis, Enterprise Software, Software Project..., CRM, Weblogic, Business Process Design, Cloud Computing, Data Integration, Business Process, Master Data Management, Enterprise Architecture, Oracle Applications, Pre-sales, Data Modeling, Unix, Microsoft SQL Server, DB2, Data Migration, IT Strategy, Websphere, Agile Methodologies, SQL
Education
Shanmugha Arts, Science, Technology and Research Academy 1999 — 2003
BE, Bachelors in Electronics and Communications
DTEA Sr Sec School, Lodhi Road, New Delhi
State Street Corporation November 2013 - Present
State Street Corporation January 2008 - Present
2005-2008State Street Corporation January 2005 - January 2008
State Street Corporation January 2000 - January 2005
Putnam Investments January 1999 - January 2000
Skills
Internal Controls, Financial Risk, Analysis, Accounting, Auditing, Risk Management
Education
Salve Regina University 1995 — 1999
Bachelor's degree, Psychology
Washington Mutual 1993 - January 2009
City Bank July 2000 - February 2001
Putnam Investments October 1997 - May 1999
Skills
Banking, Financial Risk, Risk Management, Management, Credit, Portfolio Management, Credit Risk, Capital Markets, Finance, Treasury Management
Education
Seattle University 1998 — 2000
MBA, International Business
Southern New Hampshire University
Finance, Business/Finance
MillRiver Wealth Management April 2015 - Present
Merrimack County Savings Bank October 2002 - Present
Merrimack County Savings Bank October 2002 - May 2011
Putnam Investments August 1999 - October 2002
Citizens Investment Services July 1997 - July 1999
Fleet Investment Management January 1992 - July 1997
Skills
Strategic Financial..., Wealth Management..., Wealth Management, Investment Management, Leadership, Mutual Funds, Retirement Planning, Asset Management, Portfolio Management, Series 63, Series 7, Finance, Financial Planning, Investments, Financial Services, Asset Allocation
Education
Saint Michael's College 1988 — 1991
Masters, Administrative Management
University of Vermont 1980 — 1984
BA, Economics
Putnam Investments February 2006 - Present
Praecis Pharmaceuticals September 1998 - May 2005
Ecocentrix/Salon Marc Harris December 1995 - November 1997
Emporio Armani November 1993 - October 1995
Skills
Word, Customer Service, Outlook, Research, PowerPoint, Management, Social Media, Microsoft Office, Microsoft Excel, Strategic Planning, Recruiting, Microsoft Word
Education
Pine Manor College 1986 — 1988
Art, French
School of the Museum of Fine Arts 1985 — 1986
Art
Mercer 2005 - Present
Mercer Outsourcing 1995 - Present
Putnam Investments March 1995 - 2005
Pioneer Alternative Investments March 1992 - March 1995
Skills
Outsourcing, Benefits Administration, Open Enrollment, Defined Benefit, Leaves Of Absence, 401k
Education
Skidmore College 1987 — 1991
BS, Business Management
TIAA-CREF July 2015 - Present
NPI Capital Limited Partners April 2011 - April 2014
Mercer January 2005 - October 2010
Putnam Investments November 1986 - December 2004
State Street Bank August 1981 - October 1986
Skills
Alternative Investments, Investments, Equities, Mutual Funds, Financial Services, Asset Management, Asset Managment, Employee Benefits, Series 7, Financial Analysis, Fixed Income, Process Improvement, 401k, Hedge Funds, Portfolio Management, Financial Modeling, Outsourcing
Education
Suffolk University 1983 — 1985
MBA, Finance
Siena College 1977 — 1981
BBA, Accounting
Putnam Investments January 1999 - February 2009
Putnam Investments January 1999 - February 2009
Education
Salem State University 1993 — 1997
Communications
Lowe's Home Improvement April 2010 - Present
ING February 2008 - January 2009
BNY Mellon January 2005 - January 2008
Putnam Investments February 1999 - December 2004
Education
Salem State University 1996 — 2000
Bachelor of Science, Business Administration, Marketing
Benefitfocus May 2014 - Present
Putnam Investments 1990 - 2013
Skills
Financial Analysis, Accounting, Project Management, Financial Reporting, Process Improvement, Strategic Financial..., Microsoft Excel, SAP, Business Analysis, Modeling, SAP BPC, Corporate Budgeting, Budget Forecasts, Corporate FP&A, Relationship Management, Priority Management, Pricing
Education
Suffolk University - Sawyer School of Management 1987 — 1989
Master of Business Administration (MBA)
Salem State University 1983 — 1986
Bachelor of Science (BS), Accounting
Oceanos May 2008 - Present
John Hancock February 2006 - May 2008
Federated Investors June 2002 - February 2006
Putnam Investments September 1996 - June 2002
Skills
Marketing Strategy, Email Marketing, Lead Generation, Direct Marketing, Demand Generation, Integrated Marketing, Analysis, B2B Marketing, B2B, Program Management, Marketing, Customer Acquisition, Strategic Planning, Competitive Analysis, Digital Marketing, Management, Salesforce.com, Analytics, Market Research, Web Analytics, Strategy, Marketing Communications, Online Marketing, E-commerce, Online Advertising
Education
Simmons College 1992 — 1996
Bachelor of Arts, Economic and Finance
Southwest Airlines(Technisource) November 2006 - Present
Sterling Commerce 2000 - 2006
American Student Assistance September 1999 - September 2000
Putnam Investments September 1989 - September 1999
Education
Salem State University 1991 — 1994
Bachelors, Business Administration with Accounting
Sentinel Investments April 2012 - Present
Newport May 2010 - May 2012
Sentinel Investments October 2006 - April 2010
Newport/Columbia 2001 - 2006
Putnam Investments 1997 - 2000
Loomis Sayles 1995 - 1998
Skills
Equity Research, Investments, Hedge Funds, Portfolio Management, Equities, Bloomberg, Asset Management, Capital Markets, Financial Modeling
Education
Smith College
Pride Service Provider and Contractor to TIAA-CREF November 2013 - Present
Xerox September 2009 - September 2012
ACS HR Solutions March 2006 - September 2009
ACS October 2001 - March 2006
Mellon HR Solutions 1999 - 2005
ACS May 1999 - October 2001
State Street Bank September 1998 - May 1999
State Street Bank August 1996 - September 1998
Putnam Investments August 1992 - August 1996
The Boston Company October 1989 - August 1992
Skills
Employee Benefits, Benefits Administration, Vendor Management, 401k, Process Improvement, Outsourcing, Defined Benefit, Pensions, Change Management, BPO, Performance Management, Call Center, Financial Services, Business Analysis, Operations Management
Education
Salem State University 1985 — 1989
BS, Business Management
Signator Investors, Inc. March 2014 - Present
Marsh & McLennan Companies, Inc. January 2010 - April 2012
Mercer January 2007 - April 2012
Mercer May 2006 - January 2007
Putnam Investments September 2002 - May 2006
Fidelity Investments January 1992 - January 2002
Skills
Brokerage, Retirement, Retirement Planning, Investments, Investment Management, Compliance, 401k, 401k Rollovers, Corporate Benefits, Asset Managment, Asset Allocation, Financial Services, Series 7, Series 24, Series 65, Series 63, Series 4, Series 8, Series 53, Series 55, External Audit, Internal Audit, Project Management, Management, Risk Management, Operations Management, Sales Management, Business Relationship..., Training, FINRA, Securities Regulation, Strategic Sales, Securities, Defined Contribution, Options, Investment Advisory
Education
Salem State University
Edward Jones June 2011 - Present
Putnam Investments August 2004 - February 2009
Putnam Investments November 2000 - August 2004
Putnam Investments March 1999 - November 2000
Ninety-Nine Restaurant and Pubs October 1993 - March 1999
Skills
Customer Service, Equities, Finance, Financial Services, Investments, Management, Mutual Funds
Education
Salem State University 1991 — 1995
Bachelor of Arts, History
DST Retirement Solutions October 2012 - Present
Fidelity Investments October 2003 - June 2012
Mellon HR Solutions April 2000 - October 2003
John Hancock November 1998 - April 2000
Putnam Investments June 1995 - November 1998
CIGNA Corporation February 1994 - June 1995
Skills
401k, Mutual Funds, Retirement, Employee Benefits, Vendor Management, CRM, Financial Services, Process Improvement, Relationship Management, Series 6, Access, Insurance
Education
Southern Connecticut State University 1988 — 1993
BS, Business Management
Plaza Home Mortgage June 2013 - March 2014
TUV SUD October 2009 - August 2013
New England Rehabilitation Hospital January 2013 - June 2013
New Horizons CLC 2007 - 2009
Putnam Investments 2006 - 2007
Skills
Project Management, Strategic Planning, Microsoft Office, Management, Process Improvement, Training, Team Building, Account Management, Change Management, Team Leadership, Quality Assurance, Leadership, Organizational..., Human Resources
Education
Simmons College 2012 — 2014
Nutrition Sciences
University of Massachusetts at Lowell 2001 — 2005
Bachelor of Arts, Liberal Arts, Gender Studies, Psychology
DailyAccess 2013 - Present
DRG Consulting 2009 - 2013
TIAA-CREF 2005 - 2009
Web MD Corporate Solutions Group 2004 - 2005
Educational Finance Institute 2002 - 2004
Prudential Retirement Services 2000 - 2001
Putnam Investments 1996 - 2000
Employee Communications Services (now ADP) 1990 - 1996
The Copeland Companies (now ING) 1988 - 1990
Skills
Product Management, Program Management, Project Management, Process Improvement, Relationship Management, Business Development, Marketing, Retirement Industry..., Wealth Management..., Strategy and Business..., Retirement, CRM, Vendor Management, Cross-functional Team..., Strategy, Start-ups, New Business Development, Strategic Planning, Product Marketing, Leadership, Wealth Management, Financial Services
Education
Simmons School of Management
Master of Business Administration (MBA)
State University of New York College at Cortland
Bachelor of Science (BS)
Space Exploration Technologies 2014 - Present
Barclays 2013 - 2014
Barclays 2011 - 2013
Barclays 2010 - 2010
Putnam Investments 2005 - 2009
Skills
Financial Modeling, Valuation, Investment Banking, Equities, Hedge Funds, Corporate Finance, Strategy, Capital Markets, Fixed Income, Emerging Markets, Investments, Financial Analysis, Due Diligence, Equity Research, Economic Development, Asset Management, Management Consulting, Mergers & Acquisitions, Business Strategy, Business Development, Economics, International Business, International..., Market Research, Project Management
Education
Yale University - Yale School of Management 2009 — 2011
MBA
The London School of Economics and Political Science (LSE) 2010 — 2010
Exchange Program - International Management
Williams College 2001 — 2005
BA, Economics, American Studies
School for International Training 2003 — 2003
International Development, Microfinance
BlackRock May 2008 - Present
Greenhill & Co August 2006 - May 2008
Morgan Stanley 2003 - 2006
Putnam Investments June 2001 - June 2003
JPI June 1999 - June 2001
PwC September 1997 - June 1999
Skills
SEC Financial Reporting, Hyperion Essbase, Hyperion Planning, Hyperion HFM, HFM smartview, CPA, Fund Accounting, Asset Management, Fund Of Funds, Hedge Funds, Asset Managment, Essbase, Financial Analysis, Financial Modeling, Financial Reporting, Auditing, Finance, Accounting, Internal Controls, Sarbanes-Oxley Act
Education
Southern Methodist University 1993 — 1997
Bachelor of Business Administration (BBA), Accounting, GPA 3.8
Nuveen Investments June 2011 - Present
Putnam Investments June 2007 - May 2011
Putnam Investments January 2003 - May 2007
Putnam Investments February 2000 - December 2002
Putnam Investments August 1998 - February 2000
Putnam Investments February 1997 - August 1998
Education
Saint Michael's College 1991 — 1995
MEDITECH 2006 - Present
Object Management Group 2000 - 2006
Thomson Financial July 1996 - December 2000
Investors Bank & Trust 1994 - July 1996
Putnam Investments 1992 - 1994
Education
Salem State University 1988 — 1992
BS, Business Administration
Extreme Packing Solutions May 2008 - Present
Putnam Investments December 2007 - June 2008
Northrop Grumman CorporationAS June 2007 - August 2007
Education
University of Massachusetts Dartmouth 2006 — 2008
Bachelor, Finance
Salem State College 2004 — 2005
BS Finance, Finance
STATE STREET CORPORATION January 2007 - Present
Putnam Investments December 2000 - January 2007
STATE STREET CORPORATION May 1998 - December 2000
public school district May 1993 - April 1998
public school district May 1993 - April 1998
Skills
Settlement, Microsoft Money, Equities, Financial Planners, Data Conversion, Funding, Accounting, Contact Management, Quality Control, Business Intelligence, Customer Service, Mutual Funds
Education
Salem State College 1987 — 1993
Bachelor of Science
Salem State College 1987 — 1993
Bachelor of Science, Physical Education Teaching and Coaching
Putnam Investments June 2014 - Present
Putnam Investments September 2012 - June 2014
Salve Regina University Investment Club November 2011 - November 2012
Northwestern Mutual May 2011 - January 2012
Amesbury Country Club May 2007 - August 2009
Skills
Mutual Funds, Financial Analysis, Trading Strategies, Financial Services, Manage Client..., Relationship Management, Building Relationships, Stocks, Bonds
Education
Salve Regina University 2008 — 2012
Bachelor of Science 2012, Financial Management
St. John's Prep 2004 — 2008
TSD Inc. April 2015 - Present
AwareManager January 2012 - January 2015
Seaport Hotel July 2007 - January 2012
Coldwell Banker residential Brokerage October 2005 - March 2007
Willows Racquet and Fitness 2001 - 2005
Putnam Investments 2000 - 2001
Ferncroft Sheraton Tara Hotel January 1997 - January 1998
Hilton Hotels, Logan Airport January 1993 - January 1997
Skills
Training, Account Management, Teamwork, Customer Service, Microsoft Office, Front Office, Sales, Negotiation, Citrix, Hospitality, Management, Microsoft Excel, PowerPoint, Payroll
Education
Salem State University
Bachelors Degree, Business Administration
Putnam Investments August 2015 - Present
Putnam Investments June 2014 - September 2014
Pelion Financial Group June 2010 - June 2013
Education
The University of Chicago - Booth School of Business 2013 — 2015
Skidmore College 2006 — 2010
Putnam Investments January 2007 - January 2012
Putnam Investments January 1999 - January 2007
Skills
Mutual Funds, Lotus Notes, Financial Services, Teamwork, Coaching, Training, Time Management
Education
Salem State College 1979 — 1983
Bachelor of Science (BS)
Putnam Investments March 2013 - Present
Putnam Investments 1997 - Present
Skills
Bloomberg, Mutual Funds, Asset Management, Fixed Income, Middle Office, Securities, Investments, Derivatives, Equities, Alternative Investments, Hedge Funds, Portfolio Management, Risk Management
Education
Siena College
BS Finance, Finance
Putnam Investments April 1995 - Present
Skills
Mutual Funds, Asset Allocation, Series 7, Investments, Alternative Investments, Wealth Management, Retirement Planning, Asset Management, Retirement, 401k, Equities, Fixed Income, Financial Services, Securities
Education
South Dakota State University 1982 — 1986
BA, German, Secondary Education
Parkview Medical Center 2014 - Present
Scripps Health August 2012 - Present
Partners HealthCare August 2001 - July 2012
Putnam Investments 1999 - 2000
Skills
Hospitals, Nursing, Patient Education, Clinical Research, Inpatient, Pediatrics, Healthcare Information..., Medical Terminology, Patient Safety
Education
Simmons College 2010 — 2012
BSN, Nursing
University of Massachusetts, Amherst
Bachelor of Science (BS)
The Bridge Center March 2009 - Present
Jack Conway & Co., Inc. October 2005 - September 2010
Washington Mutual Loan Fullfillment Center 2003 - 2006
Putnam Investments 1998 - 2001
Education
Salve Regina University 1982 — 1986
BAS, Management & Psychology
LMS January 1993 - Present
Putnam Investments March 1986 - November 1993
Skills
Investments
Education
Smith College 1978 — 1983
Bachelor of Arts (BA), Economics/Political Science
Wingate at Andover 2008 - 2010
Elder Services of the Merrimack Valley, Inc. 2008 - 2008
Putnam Investments 2006 - 2008
ADP 2005 - 2006
Winchester Benefits Group, LLC 1997 - 1998
Mediplex of Beverly 1995 - 1997
Education
Salem State College 1990 — 1994
Bachelor's degree, Social Work
Masconomet Regional High School 1986 — 1990
High School Diploma
Kelmar Associates May 2014 - Present
Putnam Investments December 2013 - May 2014
Skills
Auditing, Accounting, Microsoft Excel, Financial Reporting, Financial Analysis
Education
Salem State College 2011 — 2013
Bachelor's Degree, Accounting and Finance, 3.5
Bank of America 2014 - Present
Bank of America 2010 - 2014
Bank of America 2007 - 2010
Bank of America 2003 - 2007
Beacon Hill Financial 2002 - 2003
Putnam Investments 1998 - 2002
UMB Bank 1995 - 1998
Stifel Financial Corp. 1994 - 1995
Shearson Lehman Brothers 1992 - 1994
KSDK-TV NewsChannel 5 1992 - 1992
Skills
Executive..., C-Level Executive..., Business Support, Project Management, Financial Services, Internal Communications, Relationship Management, Client Service, Retail Banking
Education
Southern Illinois University, Edwardsville 1989 — 1992
Bachelor of Science (BS), Communication and Media Studies
Trinity EMS February 2011 - Present
Atkinson Fire Department October 1991 - Present
Mercer December 2004 - February 2011
Putnam Investments January 2000 - December 2004
Skills
CPR Certified, Emergency Medical, Fire Suppression Systems, Healthcare, Hospitals, Microsoft Excel, Microsoft Office, Training
Education
Southern Nazarene University 1992 — 1996
Bachelor of Science (BS), Marketing
Morgan Stanley Wealth Management November 2013 - Present
Hilliard Lyons April 1998 - March 2001
Putnam Investments June 1993 - January 1998
Clarke Cooke House May 1990 - September 1992
Education
Salve Regina University 1986 — 1990
Phalanx Wealth Management April 2012 - Present
Retrievex December 1998 - December 2010
Putnam Investments November 1994 - November 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Saint Michael's College 1990 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General