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.

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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
Kathryn Sporzynski Kathryn Sporzynski Burlington, Vermont Details
Kathryn Sporzynski's Putnam Investments Experience March 1987 - December 1990
Job HR Manager at Critical Process Systems Group
Industry Human Resources
Experience
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

Laura Ann Bartlett, CEBS, AIFA Laura Ann Bartlett, CEBS, AIFA Phoenix, Arizona Area Details
Laura Ann Bartlett, CEBS, AIFA's Putnam Investments Experience August 2005 - January 2010
Job Vice President, Institutional Wealth
Industry Financial Services
Experience
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

John Eric Engstrom John Eric Engstrom Greater Boston Area Details
John Eric Engstrom's Putnam Investments Experience November 1996 - December 1997
Job Risk Management
Industry Financial Services
Experience
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

Marnie Maciariello Marnie Maciariello Greater Boston Area Details
Marnie Maciariello's Putnam Investments Experience September 2013 - Present
Job Institutional Client Service Manager at Putnam Investments
Industry Financial Services
Experience
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

Mimi Valverde Mimi Valverde Boston, Massachusetts Details
Mimi Valverde's Putnam Investments Experience May 1992 - June 1998
Job Operations Specialist at Canaccord Genuity Inc.
Industry Investment Banking
Experience
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

Chris Bergeron, CIMA®, CRPC® Chris Bergeron, CIMA®, CRPC® Phoenix, Arizona Area Details
Chris Bergeron, CIMA®, CRPC®'s Putnam Investments Experience 1995 - 2008
Job VP, Senior Advisor Consultant at OppenheimerFunds
Industry Investment Management
Experience
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

Joseph Lowe Joseph Lowe Saugus, Massachusetts Details
Joseph Lowe's Putnam Investments Experience October 2011 - March 2012
Job Manager at Prince Pizzeria
Industry Accounting
Experience
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

Krista Kennedy Krista Kennedy Hartford, Connecticut Area Details
Krista Kennedy's Putnam Investments Experience February 1997 - August 1999
Job Math Teacher
Industry Education Management
Experience
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

Michael Musak Michael Musak Greater Boston Area Details
Michael Musak's Putnam Investments Experience August 2013 - May 2014
Job Internal Wholesaler at Pioneer Investments
Industry Financial Services
Experience
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

Jason Lima Jason Lima Greater Boston Area Details
Jason Lima's Putnam Investments Experience August 2007 - January 2008
Job Senior Account Manager at Peak Scientific
Industry Market Research
Experience
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

Angela Hamill Angela Hamill Greater Boston Area Details
Angela Hamill's Putnam Investments Experience December 2005 - August 2008
Job Registered Nurse at Tufts Medical Center
Industry Health, Wellness and Fitness
Experience
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

Jon Goldstein Jon Goldstein Boston, Massachusetts Details
Jon Goldstein's Putnam Investments Experience March 2009 - Present
Job Director of Public Relations at Putnam Investments
Industry Financial Services
Experience
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

Lev Matusevich Lev Matusevich Greater Boston Area Details
Lev Matusevich's Putnam Investments Experience June 2011 - November 2011
Job Direct Investment Accounting Analyst at HarbourVest Partners
Industry Financial Services
Experience
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.

Robert Daley Robert Daley Boston, Massachusetts Details
Robert Daley's Putnam Investments Experience December 2003 - April 2008
Job Equity Trader at GMO
Industry Investment Management
Experience
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

Carrie Reinagel Carrie Reinagel Greater Los Angeles Area Details
Carrie Reinagel's Putnam Investments Experience January 1996 - July 1997
Job Founder and CEO, BeWell360° and Be Well, Inc., Holistic Business Consulting and Wellness Services
Industry Health, Wellness and Fitness
Experience
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

Chris Gauthier, CFA Chris Gauthier, CFA Greater Boston Area Details
Chris Gauthier, CFA's Putnam Investments Experience June 2005 - November 2008
Job Stonehearth Capital Management
Industry Investment Management
Experience
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

Katrina Benedict Katrina Benedict Dallas/Fort Worth Area Details
Katrina Benedict's Putnam Investments Experience September 1998 - August 2003
Job vCloud Air Sales Manager at VMware
Industry Information Technology and Services
Experience
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

Lisa Litant Lisa Litant Greater Boston Area Details
Lisa Litant's Putnam Investments Experience September 1994 - September 2007
Job Mgr, Copy Services, Sallie Mae
Industry Marketing and Advertising
Experience
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

Rajeev Katoch Rajeev Katoch Greater Boston Area Details
Rajeev Katoch's Putnam Investments Experience August 2006 - Present
Job Technical Expert at Putnam Investments
Industry Financial Services
Experience
Putnam Investments   August 2006 - Present
EMC  February 2006 - August 2008

Education
Shivaji University

Eileen Storz-Salino Eileen Storz-Salino Greater Boston Area Details
Eileen Storz-Salino's Putnam Investments Experience 1995 - 2000
Job Vice President at Eaton Vance
Industry Financial Services
Experience
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

Rich DeSalvo Rich DeSalvo Greater New York City Area Details
Rich DeSalvo's Putnam Investments Experience 1996 - 1997
Job Richard DeSalvo Consulting LLC
Industry Financial Services
Experience
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

Elizabeth Do Elizabeth Do Greater Boston Area Details
Elizabeth Do's Putnam Investments Experience July 2013 - Present
Job Sr Business Systems Consultant at Putnam Investments
Industry Computer Software
Experience
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

Reed Juckett Reed Juckett Boston, Massachusetts Details
Reed Juckett's Putnam Investments Experience August 2006 - December 2007
Job Management Consulting & Market Research
Industry Management Consulting
Experience
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

Laura Foster Laura Foster Greater Boston Area Details
Laura Foster's Putnam Investments Experience February 2009 - October 2013
Job Head of Retail Marketing at John Hancock Investments
Industry Marketing and Advertising
Experience
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

Christopher Valente Christopher Valente Burlington, Massachusetts Details
Christopher Valente's Putnam Investments Experience October 2007 - September 2010
Job Document Administrator II at Bank of America
Industry Banking
Experience
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

Anh Tung Nguyen Anh Tung Nguyen Boston, Massachusetts Details
Anh Tung Nguyen's Putnam Investments Experience July 2013 - Present
Job Software Developer at Putnam Investments
Industry Financial Services
Experience
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

Alex Lieblein Alex Lieblein Boston, Massachusetts Details
Alex Lieblein's Putnam Investments Experience December 2010 - Present
Job Graphic Designer at Putnam Investments
Industry Graphic Design
Experience
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

Dianyuan Wang Dianyuan Wang Greater Boston Area Details
Dianyuan Wang's Putnam Investments Experience April 2013 - Present
Job Sr. Web Admin/Middleware Engineer at Putnam Investments
Industry Financial Services
Experience
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)

Joanne Moscone Joanne Moscone Greater Boston Area Details
Joanne Moscone's Putnam Investments Experience March 2000 - February 2008
Job Investment Operations Training and Project Management
Industry Financial Services
Experience
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

Sylvie Brikiatis Sylvie Brikiatis Greater Boston Area Details
Sylvie Brikiatis's Putnam Investments Experience July 1998 - October 1999
Job Young Adult Librarian
Industry Libraries
Experience
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

Carey Hoch Carey Hoch Greater Boston Area Details
Carey Hoch's Putnam Investments Experience January 2000 - June 2001
Job Senior Marketing Executive
Industry Financial Services
Experience
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

Greg Weissman Greg Weissman Greater Boston Area Details
Greg Weissman's Putnam Investments Experience December 2011 - Present
Job Consultant Relations at Putnam Investments
Industry Financial Services
Experience
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

Sarah Preysnar Sarah Preysnar Boston, Massachusetts Details
Sarah Preysnar's Putnam Investments Experience July 2004 - October 2005
Job Executive Assistant to the Chief People Officer & General Counsel at Cengage Learning
Industry E-Learning
Experience
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

Joshua Gagnon Joshua Gagnon Greater Boston Area Details
Joshua Gagnon's Putnam Investments Experience August 2008 - May 2010
Job Senior Accountant at North Shore Physicians Group
Industry Accounting
Experience
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

Ann Fitzgerald Ann Fitzgerald Greater Boston Area Details
Ann Fitzgerald's Putnam Investments Experience 2003 - 2005
Job Senior Vice President, Head of Thought Leadership Marketing at Bessemer Trust
Industry Financial Services
Experience
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

Diana Salvatore Biega Diana Salvatore Biega Greater Boston Area Details
Diana Salvatore Biega's Putnam Investments Experience August 2010 - May 2013
Job
Industry Marketing and Advertising
Experience
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)

Hershel Levine Hershel Levine Hyde Park, Massachusetts Details
Hershel Levine's Putnam Investments Experience August 1989 - April 2005
Job IBM Systems Support
Industry Education Management
Experience
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

Alexandra C.R. Rowen Alexandra C.R. Rowen Boston, Massachusetts Details
Alexandra C.R. Rowen's Putnam Investments Experience September 2010 - February 2012
Job Senior Analyst, Strategy and Business Development
Industry Financial Services
Experience
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

Paulina Sarao Paulina Sarao Greater Boston Area Details
Paulina Sarao's Putnam Investments Experience February 2007 - October 2008
Job Consumer Marketing Project Specialist at Financial Engines
Industry Marketing and Advertising
Experience
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

Shannon MacKenzie Shannon MacKenzie Boston, Massachusetts Details
Shannon MacKenzie's Putnam Investments Experience July 2013 - Present
Job Software Systems Engineer
Industry Computer Software
Experience
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

Felicia Peluso Felicia Peluso Greater Boston Area Details
Felicia Peluso's Putnam Investments Experience September 2015 - Present
Job Executive Assistant
Industry Investment Management
Experience
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

Betty Edwards Betty Edwards Cambridge, Massachusetts Details
Betty Edwards's Putnam Investments Experience January 1993 - June 1994
Job Manager of Library Services at Draper
Industry Defense & Space
Experience
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

Cary Wyman Cary Wyman Greater Boston Area Details
Cary Wyman's Putnam Investments Experience January 1993 - December 1994
Job VP, Communications Management at MFS Investment Management
Industry Financial Services
Experience
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.)

Kalpana Mishra Kalpana Mishra Worcester, Massachusetts Details
Kalpana Mishra's Putnam Investments Experience November 2012 - December 2012
Job Applications Engineer at The Hanover Insurance Group
Industry Information Technology and Services
Experience
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

Jessica Tortora Jessica Tortora Greater New York City Area Details
Jessica Tortora's Putnam Investments Experience August 2003 - February 2005
Job Senior Associate, Retirement Marketing Communications, J.P. Morgan Asset Management
Industry Financial Services
Experience
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

Whitney Werner Whitney Werner Salt Lake City, Utah Details
Whitney Werner's Putnam Investments Experience October 2010 - July 2012
Job MBA/MHA Candidate | Bridging Healthcare, Technology and Business
Industry Hospital & Health Care
Experience
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

Raul Alejandro Raul Alejandro Gloucester, Massachusetts Details
Raul Alejandro's Putnam Investments Experience 2009 - May 2010
Job Senior Staff Accountant at Lindedata
Industry Accounting
Experience
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

Heather Repoza Heather Repoza Greater Boston Area Details
Heather Repoza's Putnam Investments Experience February 2013 - May 2015
Job Implementation Project Manager
Industry Information Technology and Services
Experience
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

Charlie Sullivan Charlie Sullivan New York, New York Details
Charlie Sullivan's Putnam Investments Experience June 2013 - July 2014
Job Internal Director at Schroders Investment Management
Industry Financial Services
Experience
Schroders  October 2014 - Present
Putnam Investments   June 2013 - July 2014
Putnam Investments   January 2013 - May 2013

Education
Skidmore College   2008 — 2012
BA, Psychology, Economics

Leslie Nichols Leslie Nichols United States Details
Leslie Nichols's Putnam Investments Experience 2007 - October 2010
Job Paraplanner at Port Wealth Management
Industry Financial Services
Experience
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

Alissa Merrick Alissa Merrick Greater Boston Area Details
Alissa Merrick's Putnam Investments Experience 2001 - 2005
Job Senior Relationship Manager at Charles Schwab
Industry Financial Services
Experience
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

Adam Evans, CIMA Adam Evans, CIMA Dallas/Fort Worth Area Details
Adam Evans, CIMA's Putnam Investments Experience October 2008 - June 2011
Job Director, Business Development at Swank Capital, LLC
Industry Financial Services
Experience
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

James O'Connell James O'Connell Greater New York City Area Details
James O'Connell's Putnam Investments Experience May 2010 - August 2010
Job Accounting & Finance Recruiter at Solomon Page Group
Industry Financial Services
Experience
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

Andrea Donnelly Andrea Donnelly Gloucester, Massachusetts Details
Andrea Donnelly's Putnam Investments Experience February 1996 - September 2001
Job Financial Svcs Coordinator
Industry Financial Services
Experience
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

Maureen Maynard Maureen Maynard Greater Boston Area Details
Maureen Maynard's Putnam Investments Experience September 1992 - November 1993
Job Director, Records Management, PMP at John Hancock Financial Services
Industry Financial Services
Experience
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

Julia Walsh Julia Walsh Boston, Massachusetts Details
Julia Walsh's Putnam Investments Experience 1997 - 2005
Job VP, End User Experience at Fidelity Investments
Industry Financial Services
Experience
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

John D. Noble John D. Noble Greater New York City Area Details
John D. Noble's Putnam Investments Experience January 2000 - April 2005
Job Managing Director, Risk Technology
Industry Financial Services
Experience
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

John Siegfried John Siegfried Greater Boston Area Details
John Siegfried's Putnam Investments Experience 1994 - 1996
Job New Business Development at Newport Biodiesel
Industry Financial Services
Experience
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

Chris Galipeau Chris Galipeau Greater Boston Area Details
Chris Galipeau's Putnam Investments Experience March 2013 - Present
Job
Industry Investment Management
Experience
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

Christine Fitzgerald Wittenauer Christine Fitzgerald Wittenauer Greater New York City Area Details
Christine Fitzgerald Wittenauer's Putnam Investments Experience 1996 - 1999
Job Financial Plans/401(k) Retirement Analyst
Industry Financial Services
Experience
Pepsi Bottling Group  2000 - 2003
Putnam Investments   1996 - 1999

Education
Saratoga Central Catholic High School   1980 — 2000

Siena College   1986 — 1990

Robert Mangini Robert Mangini Greater Boston Area Details
Robert Mangini's Putnam Investments Experience 1997 - 1998
Job Account Manager at Fidelity Investments
Industry Financial Services
Experience
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

Abigail Clare Abigail Clare Greater Boston Area Details
Abigail Clare's Putnam Investments Experience May 2004 - May 2007
Job Relationship Analyst at Wellington Management
Industry Investment Management
Experience
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

James S Allen James S Allen Greater Boston Area Details
James S Allen's Putnam Investments Experience 1996 - 2002
Job Principal Consultant at Keane, Inc. and Computer Software Consultant
Industry Computer Software
Experience
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

Jennifer (Whitney) Mahoney Jennifer (Whitney) Mahoney Greater Boston Area Details
Jennifer (Whitney) Mahoney's Putnam Investments Experience 2001 - 2002
Job Manager, Finance Operations at iRobot
Industry Information Technology and Services
Experience
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

Marianne Sullivan Marianne Sullivan Greater Boston Area Details
Marianne Sullivan's Putnam Investments Experience June 1998 - September 1999
Job Director Finance at Fidelity Investments
Industry Financial Services
Experience
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

Miyun Kim Miyun Kim United States Details
Miyun Kim's Putnam Investments Experience July 2004 - August 2007
Job Graduate Student Economics
Industry Research
Experience
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

Bud Manley Bud Manley Greater Boston Area Details
Bud Manley's Putnam Investments Experience 1991 - 1995
Job Senior Information Technology Professional
Industry Financial Services
Experience
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

Jayne Karimi Jayne Karimi Greater Boston Area Details
Jayne Karimi's Putnam Investments Experience February 2001 - April 2005
Job Sr. Project Manager at Mercer HRS
Industry Information Technology and Services
Experience
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

Peter Santry Peter Santry Greater Boston Area Details
Peter Santry's Putnam Investments Experience 2005 - 2006
Job Operations Administrative Coordinator (contract) at Beacon Health Strategies
Industry Hospital & Health Care
Experience
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

Mary Ellen Ledwith Mary Ellen Ledwith Greater New York City Area Details
Mary Ellen Ledwith's Putnam Investments Experience 1986 - 1992
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
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

Kathleen Kubit Kathleen Kubit Norfolk, Massachusetts Details
Kathleen Kubit's Putnam Investments Experience 1989 - 1990
Job Advocate at Disability Policy Consortium
Industry Professional Training & Coaching
Experience
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.

Steven Bromberger Steven Bromberger Greater Boston Area Details
Steven Bromberger's Putnam Investments Experience 1998 - 2004
Job Sr. Associate Regional Director, Wells Fargo Advantage Funds
Industry Financial Services
Experience
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

Peter Diamandis Peter Diamandis Greater Boston Area Details
Peter Diamandis's Putnam Investments Experience September 1999 - March 2000
Job Senior Account Executive Ricoh Americas
Industry Business Supplies and Equipment
Experience
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

Jennifer Driscoll Jennifer Driscoll Greater Boston Area Details
Jennifer Driscoll's Putnam Investments Experience September 1998 - October 2002
Job Executive Assistant/Administrative Manager at BlackRock
Industry Investment Management
Experience
BlackRock (State Street Reasearch)   October 2002 - Present
Putnam Investments   September 1998 - October 2002

Education
Salem State University   1991 — 1994

Kara Doherty Kara Doherty Greater Boston Area Details
Kara Doherty's Putnam Investments Experience 2002 - 2004
Job Parish Services Coordinator at Archdiocese of Boston
Industry Human Resources
Experience
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

Sean Sultaire Sean Sultaire Pittsfield, Massachusetts Details
Sean Sultaire's Putnam Investments Experience 1997 - 2003
Job VP, Budget & Reporting at Berkshire Bank
Industry Banking
Experience
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

Heather Regan Heather Regan Greater Boston Area Details
Heather Regan's Putnam Investments Experience July 2006 - Present
Job Senior Client Service Manager at Putnam Investments
Industry Financial Services
Experience
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 A. Endicott, CMP 781-888-3363 Tricia A. Endicott, CMP 781-888-3363 Greater Boston Area Details
Tricia A. Endicott, CMP 781-888-3363's Putnam Investments Experience June 1992 - June 1999
Job Independent Event Consultant
Industry Events Services
Experience
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

Thomas A. Maniscalco Thomas A. Maniscalco Greater Boston Area Details
Thomas A. Maniscalco's Putnam Investments Experience October 2001 - Present
Job Senior Procurement and Contracts Manager at Putnam Investments
Industry Financial Services
Experience
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

Christel Kanda (Bivens) Christel Kanda (Bivens) Greater Los Angeles Area Details
Christel Kanda (Bivens)'s Putnam Investments Experience 1999 - 1999
Job Marketing at HNTB
Industry Architecture & Planning
Experience
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

Srikanth Seshadri Srikanth Seshadri San Francisco Bay Area Details
Srikanth Seshadri's Putnam Investments Experience 2004 - 2007
Job Lead Technical Consultant at Perficient
Industry Information Technology and Services
Experience
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

Kimberly Jurevitch Kimberly Jurevitch Greater Boston Area Details
Kimberly Jurevitch's Putnam Investments Experience January 1999 - January 2000
Job Senior Auditor at State Street Bank
Industry Investment Banking
Experience
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

Bob Bjorklund Bob Bjorklund Greater Seattle Area Details
Bob Bjorklund's Putnam Investments Experience October 1997 - May 1999
Job Finance and Banking Professional
Industry Banking
Experience
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

Paul Provost Paul Provost Greater Boston Area Details
Paul Provost's Putnam Investments Experience August 1999 - October 2002
Job Executive Vice President, MillRiver Wealth Management
Industry Investment Management
Experience
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

Johonna Cadwgan Johonna Cadwgan Greater Boston Area Details
Johonna Cadwgan's Putnam Investments Experience February 2006 - Present
Job Administrative Assistant at Putnam Investments
Industry Investment Management
Experience
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

Jennifer Yukimura Jennifer Yukimura Greater Boston Area Details
Jennifer Yukimura's Putnam Investments Experience March 1995 - 2005
Job Director at Mercer
Industry Human Resources
Experience
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

Joseph Cassaro Joseph Cassaro Greater Boston Area Details
Joseph Cassaro's Putnam Investments Experience November 1986 - December 2004
Job Director, Pricing Management & Strategy at TIAACREF
Industry Investment Management
Experience
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

Elene Pierce Elene Pierce Greater Boston Area Details
Elene Pierce's Putnam Investments Experience January 1999 - February 2009
Job Senior Supervisor at Putnam Investments
Industry Financial Services
Experience
Putnam Investments   January 1999 - February 2009
Putnam Investments   January 1999 - February 2009

Education
Salem State University   1993 — 1997
Communications

Nino Sambataro Nino Sambataro Greater Boston Area Details
Nino Sambataro's Putnam Investments Experience February 1999 - December 2004
Job Appliance Sales Manager at Lowe's Home Improvement
Industry Financial Services
Experience
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

John Skistimas John Skistimas Charleston, South Carolina Area Details
John Skistimas's Putnam Investments Experience 1990 - 2013
Job Operations Manager at Benefitfocus
Industry Financial Services
Experience
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

Holly Walsh Holly Walsh Greater Boston Area Details
Holly Walsh's Putnam Investments Experience September 1996 - June 2002
Job Senior Program Manager at Oceanos
Industry Marketing and Advertising
Experience
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

Susan LaMarch Susan LaMarch Dallas/Fort Worth Area Details
Susan LaMarch's Putnam Investments Experience September 1989 - September 1999
Job QA Analyst
Industry Information Technology and Services
Experience
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

Jamie Chui Jamie Chui San Francisco Bay Area Details
Jamie Chui's Putnam Investments Experience 1997 - 2000
Job International Equity
Industry Investment Management
Experience
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

Jean Cassanos Jean Cassanos Manchester, Massachusetts Details
Jean Cassanos's Putnam Investments Experience August 1992 - August 1996
Job Business Analyst
Industry Financial Services
Experience
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

Rick Lanigan Rick Lanigan Greater Boston Area Details
Rick Lanigan's Putnam Investments Experience September 2002 - May 2006
Job Director, BrokerDealer Operations at Signator Investors, Inc.
Industry Financial Services
Experience
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

Laurie Cameron Laurie Cameron Greater Boston Area Details
Laurie Cameron's Putnam Investments Experience August 2004 - February 2009
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
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

Joseph Herter Joseph Herter Greater Boston Area Details
Joseph Herter's Putnam Investments Experience June 1995 - November 1998
Job Retirement Services Professional
Industry Financial Services
Experience
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

Kerri Whitney Kerri Whitney Greater Boston Area Details
Kerri Whitney's Putnam Investments Experience 2006 - 2007
Job
Industry Consumer Services
Experience
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

Denise Gumlak Denise Gumlak Charlotte, North Carolina Area Details
Denise Gumlak's Putnam Investments Experience 1996 - 2000
Job Executive Director Client Service and Product Management
Industry Financial Services
Experience
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)

Kyle McDermott Kyle McDermott Greater Los Angeles Area Details
Kyle McDermott's Putnam Investments Experience 2005 - 2009
Job Finance Manager at Space Exploration Technologies
Industry Aviation & Aerospace
Experience
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

Julia Grach, CPA Julia Grach, CPA Greater New York City Area Details
Julia Grach, CPA's Putnam Investments Experience June 2001 - June 2003
Job Director External Reporting at BlackRock
Industry Financial Services
Experience
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

Paul Bartony Paul Bartony Greater Boston Area Details
Paul Bartony's Putnam Investments Experience June 2007 - May 2011
Job Senior Vice President, National Accounts at Nuveen Investments
Industry Financial Services
Experience
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

Tom Grindrod Tom Grindrod Greater Boston Area Details
Tom Grindrod's Putnam Investments Experience 1992 - 1994
Job Lead QA Engineer at MEDITECH
Industry Information Technology and Services
Experience
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

Jeff Tobin Jeff Tobin Greater Boston Area Details
Jeff Tobin's Putnam Investments Experience December 2007 - June 2008
Job General Manager at Extreme Packing Solutions
Industry Package/Freight Delivery
Experience
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

Peter Angelopolus Peter Angelopolus Greater Boston Area Details
Peter Angelopolus's Putnam Investments Experience December 2000 - January 2007
Job Custody and Fund Account Manager, Senior Associate at State Street
Industry Financial Services
Experience
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

Chris Dieselman Chris Dieselman Greater Boston Area Details
Chris Dieselman's Putnam Investments Experience June 2014 - Present
Job Client Services Representative at Putnam Investments
Industry Financial Services
Experience
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

Richard T Cunningham Jr Richard T Cunningham Jr Greater Boston Area Details
Richard T Cunningham Jr's Putnam Investments Experience 2000 - 2001
Job Application Trainer
Industry Information Technology and Services
Experience
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

Dale Michelson Dale Michelson Boston, Massachusetts Details
Dale Michelson's Putnam Investments Experience August 2015 - Present
Job Equity Analyst at Putnam Investments
Industry Investment Management
Experience
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

Earlene Masiello Earlene Masiello Greater Boston Area Details
Earlene Masiello's Putnam Investments Experience January 2007 - January 2012
Job Experienced Financial Industry Professional
Industry Financial Services
Experience
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)

suzanne deshaies suzanne deshaies Greater Boston Area Details
suzanne deshaies's Putnam Investments Experience March 2013 - Present
Job Senior Operations Leader Putnam Investments
Industry Financial Services
Experience
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

Anne Kinsman Anne Kinsman Greater Minneapolis-St. Paul Area Details
Anne Kinsman's Putnam Investments Experience April 1995 - Present
Job Senior Regional Marketing Director at Putnam Investments
Industry Financial Services
Experience
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

Lori Golden Lori Golden Greater Boston Area Details
Lori Golden's Putnam Investments Experience 1999 - 2000
Job RN at Parkview Medical Center
Industry Hospital & Health Care
Experience
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)

Laurie Lane-Kalivas Laurie Lane-Kalivas Bridgewater, Massachusetts Details
Laurie Lane-Kalivas's Putnam Investments Experience 1998 - 2001
Job Registration Administrator at The Bridge Center
Industry Nonprofit Organization Management
Experience
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

Lee Shrewsbury Lee Shrewsbury Greater Boston Area Details
Lee Shrewsbury's Putnam Investments Experience March 1986 - November 1993
Job Experienced Freelance Financial Writer
Industry Financial Services
Experience
LMS  January 1993 - Present
Putnam Investments   March 1986 - November 1993

Skills
Investments

Education
Smith College   1978 — 1983
Bachelor of Arts (BA), Economics/Political Science

Jennifer Alcantara Jennifer Alcantara Haverhill, Massachusetts Details
Jennifer Alcantara's Putnam Investments Experience 2006 - 2008
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
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

Hanh Pena Hanh Pena Greater Boston Area Details
Hanh Pena's Putnam Investments Experience December 2013 - May 2014
Job Attended Salem State College
Industry Accounting
Experience
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

Gina Groves Gina Groves Charlotte, North Carolina Details
Gina Groves's Putnam Investments Experience 1998 - 2002
Job Executive Assistant at Bank of America
Industry Financial Services
Experience
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

Dan Beckwith Dan Beckwith Atkinson, New Hampshire Details
Dan Beckwith's Putnam Investments Experience January 2000 - December 2004
Job Advanced Emergency Medical Technician at Trinity EMS
Industry Hospital & Health Care
Experience
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

Karen Stillwagon Karen Stillwagon Louisville, Kentucky Details
Karen Stillwagon's Putnam Investments Experience June 1993 - January 1998
Job Morgan Stanley
Industry Financial Services
Experience
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

Tim Dowd Tim Dowd United States Details
Tim Dowd's Putnam Investments Experience November 1994 - November 1998
Job
Industry Financial Services
Experience
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

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