Putnam Investments
Description
Putnam Investments is a privately owned investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Parent organization: Great-West Lifeco Customer service: 00 1 617-292-1000 Number of employees: 1,700+ CEO: Robert L. Reynolds (1 Jul 2008–) Headquarters: Boston, Massachusetts, United States Subsidiaries: PanAgora Asset Management, Inc.,
Putnam Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Putnam Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Putnam Investments Salaries. You can even request information on how much does Putnam Investments pay if you want to. Learn about salaries, pros and cons of working for Putnam Investments directly from the past employees.
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5,113 Putnam Investments employees in database. Find out everything there's to know about Putnam Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Putnam Investments Employees
Employee
Years
Job
Industry
Maria Micolucci Maria Micolucci's Putnam Investments Experience 1993 - 1995
Job ABR, Realtor at Berkshire Hathaway Fox and Roach Realtors
Industry Real Estate
Experience
Berkshire Hathaway HomeServices Fox & Roach Realtors 2013 - Present
Pennsylvania House of Representatives 2008 - 2010
Resource Real Estate 2005 - 2006
SEI Investments 1998 - 2000
Wellington Management Company, LLC 1997 - 1998
Scudder Stevens & Clark 1995 - 1997
Putnam Investments 1993 - 1995
Skills
Interviews, Writing, Meet Deadlines, Management, Community Outreach, Blogging, Fundraising, Leadership, Investment Properties, Marketing, Entrepreneurship, Real Estate, Social Media, Online Marketing, E-commerce, Social Media Marketing, Social Networking, Public Relations, Nonprofits, Event Planning, Advertising, Press Releases, Facebook, Sales
Education
SUNY Oswego
Bachelor of Arts (BA), Communication and Media Studies
Watervliet High School
Berkshire Hathaway HomeServices Fox & Roach Realtors 2013 - Present
Pennsylvania House of Representatives 2008 - 2010
Resource Real Estate 2005 - 2006
SEI Investments 1998 - 2000
Wellington Management Company, LLC 1997 - 1998
Scudder Stevens & Clark 1995 - 1997
Putnam Investments 1993 - 1995
Skills
Interviews, Writing, Meet Deadlines, Management, Community Outreach, Blogging, Fundraising, Leadership, Investment Properties, Marketing, Entrepreneurship, Real Estate, Social Media, Online Marketing, E-commerce, Social Media Marketing, Social Networking, Public Relations, Nonprofits, Event Planning, Advertising, Press Releases, Facebook, Sales
Education
SUNY Oswego
Bachelor of Arts (BA), Communication and Media Studies
Watervliet High School
Renate Devin Renate Devin's Putnam Investments Experience May 1998 - September 1999
Job Founder and Owner of Boston School of Etiquette
Industry Education Management
Experience
Boston School of Etiquette July 2006 - Present
Putnam Investments May 1998 - September 1999
Warburg Pincus Asset Management April 1996 - May 1998
Skills
Public Speaking
Education
American School of Protocol
Certified Etiquette Consultant
International School of Protocol
Certified Etiquette Consultant
State University of New York at New Paltz
Bachelor of Arts (BA), Communication and Media Studies
Boston School of Etiquette July 2006 - Present
Putnam Investments May 1998 - September 1999
Warburg Pincus Asset Management April 1996 - May 1998
Skills
Public Speaking
Education
American School of Protocol
Certified Etiquette Consultant
International School of Protocol
Certified Etiquette Consultant
State University of New York at New Paltz
Bachelor of Arts (BA), Communication and Media Studies
Renate Devin Renate Devin's Putnam Investments Experience May 1998 - September 1999
Job Founder and Owner of Boston School of Etiquette
Industry Education Management
Experience
Boston School of Etiquette April 2006 - Present
Putnam Investments May 1998 - September 1999
Warburg Pincus Asset Management April 1996 - May 1998
Montgomery Asset Management April 1994 - March 1996
Merrill Lynch January 1992 - March 1994
Skills
Social Networking, Personal Branding, Marketing, Training, Program Management, Entrepreneurship, Leadership Development, Social Media Marketing
Education
American School of Protocol
Etiquette Consultant
International School of Protocol
Certified Etiquette Consultant
State University of New York at New Paltz
Bachelor of Arts (BA), Communication and Media Studies
Boston School of Etiquette April 2006 - Present
Putnam Investments May 1998 - September 1999
Warburg Pincus Asset Management April 1996 - May 1998
Montgomery Asset Management April 1994 - March 1996
Merrill Lynch January 1992 - March 1994
Skills
Social Networking, Personal Branding, Marketing, Training, Program Management, Entrepreneurship, Leadership Development, Social Media Marketing
Education
American School of Protocol
Etiquette Consultant
International School of Protocol
Certified Etiquette Consultant
State University of New York at New Paltz
Bachelor of Arts (BA), Communication and Media Studies
Janet Marconi Janet Marconi's Putnam Investments Experience March 2000 - March 2001
Job Assistant Vice President, Product Management
Industry Financial Services
Experience
John Hancock Financial Services October 2013 - Present
BridgePoint Group, LLC January 2012 - September 2013
Mercer (formerly Putnam Investments) June 2006 - December 2011
Mercer (formerly Putnam Investments) March 2001 - June 2006
Putnam Investments March 2000 - March 2001
Putnam Investments April 1994 - March 2000
State Street Bank December 1990 - April 1994
The Shareholder Services Group (formerly The Boston Company) August 1987 - December 1990
GTE Shareholder Services April 1983 - August 1987
Skills
Employee Benefits, Benefits Administration, Executive Pay, 401k, Defined Contribution, Relationship Management, Defined Benefit, ERISA, Leadership, Management, Outsourcing, Investments, Program Management, Retirement, Financial Services, Project Management, Performance Management, Cross-functional Team..., Human Resources, Pensions
Education
Stonehill College 1978 — 1982
Bachelor of Science, Business Administration, Human Resource Management
John Hancock Financial Services October 2013 - Present
BridgePoint Group, LLC January 2012 - September 2013
Mercer (formerly Putnam Investments) June 2006 - December 2011
Mercer (formerly Putnam Investments) March 2001 - June 2006
Putnam Investments March 2000 - March 2001
Putnam Investments April 1994 - March 2000
State Street Bank December 1990 - April 1994
The Shareholder Services Group (formerly The Boston Company) August 1987 - December 1990
GTE Shareholder Services April 1983 - August 1987
Skills
Employee Benefits, Benefits Administration, Executive Pay, 401k, Defined Contribution, Relationship Management, Defined Benefit, ERISA, Leadership, Management, Outsourcing, Investments, Program Management, Retirement, Financial Services, Project Management, Performance Management, Cross-functional Team..., Human Resources, Pensions
Education
Stonehill College 1978 — 1982
Bachelor of Science, Business Administration, Human Resource Management
Doug Organ's Putnam Investments Experience March 1997 - January 2014
Job Manager Customer Care at Waste Management
Industry Consumer Services
Experience
Waste Management Strategic Business Solutions February 2014 - Present
Putnam Investments March 1997 - January 2014
Skills
Financial Services, Process Improvement, Call Centers, Mutual Funds, Investments, Business Analysis, Operations Management, Forecasting, Call Center, Risk Management, Access, IEX, Customer Service, Relationship Management, Workforce Management, Analysis, Vendor Management, Leadership
Education
Stonehill College 1993 — 1997
Bachelor of Science (BS), Business management
Waste Management Strategic Business Solutions February 2014 - Present
Putnam Investments March 1997 - January 2014
Skills
Financial Services, Process Improvement, Call Centers, Mutual Funds, Investments, Business Analysis, Operations Management, Forecasting, Call Center, Risk Management, Access, IEX, Customer Service, Relationship Management, Workforce Management, Analysis, Vendor Management, Leadership
Education
Stonehill College 1993 — 1997
Bachelor of Science (BS), Business management
Stephanie Broadhurst Stephanie Broadhurst's Putnam Investments Experience October 2003 - Present
Job Premier Processor at Putnam Investments
Industry Financial Services
Experience
Putnam Investments October 2003 - Present
Skills
Mutual Funds, Lotus Notes, Access, Customer Service, Investments, Financial Services, Process Improvement, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
Southern New Hampshire University 2013 — 2014
Bachelor of Applied Science (BASc), Information Technology- Cybersecurity
Southern New Hampshire University 2011 — 2012
Associate's degree, Information Technology, 3.354 GPA
Timberlane Regional High School 1998 — 2001
High School Diploma
Putnam Investments October 2003 - Present
Skills
Mutual Funds, Lotus Notes, Access, Customer Service, Investments, Financial Services, Process Improvement, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
Southern New Hampshire University 2013 — 2014
Bachelor of Applied Science (BASc), Information Technology- Cybersecurity
Southern New Hampshire University 2011 — 2012
Associate's degree, Information Technology, 3.354 GPA
Timberlane Regional High School 1998 — 2001
High School Diploma
Andrew Sommers, CFA's Putnam Investments Experience March 1999 - March 2006
Job Business Architecture at The Capital Group
Industry Management Consulting
Experience
The Capital Group March 2006 - Present
Putnam Investments March 1999 - March 2006
Conseco Capital Management March 1992 - March 1999
Skills
Equities, Fixed Income, Investments, Business Analysis, Risk Management, Asset Managment, SDLC, IT Strategy, Process Improvement, Derivatives, Business Process..., Agile Methodologies, Financial Services, Project Management
Education
Southwestern University School of Law 2009 — 2013
Juris Doctor
Indiana University
Bachelors of Science - Business, Finance
Indiana University
MBA, Information Systems
The Capital Group March 2006 - Present
Putnam Investments March 1999 - March 2006
Conseco Capital Management March 1992 - March 1999
Skills
Equities, Fixed Income, Investments, Business Analysis, Risk Management, Asset Managment, SDLC, IT Strategy, Process Improvement, Derivatives, Business Process..., Agile Methodologies, Financial Services, Project Management
Education
Southwestern University School of Law 2009 — 2013
Juris Doctor
Indiana University
Bachelors of Science - Business, Finance
Indiana University
MBA, Information Systems
Kristina Henneberg's Putnam Investments Experience March 2014 - Present
Job Financial Report Editor at Putnam Investments
Industry Marketing and Advertising
Experience
Putnam Investments March 2014 - Present
Consultant January 2010 - Present
OTC Financial Network June 1999 - December 2009
ValueRich, Inc. 2006 - 2008
Adams Harkness October 1996 - June 1999
Computershare US 1994 - 1996
Skills
Advertising, Publishing, Copywriting, Editorial Consulting, Project Management, Project Planning, Marketing Strategy, Marketing Communications, Corporate Communications, Investor Relations, Creative Writing, Social Media, Social Media Marketing, Press Releases, Executive-level..., Web Content, Web Marketing Strategy, Business Planning, Marketing, Content Strategy, E-commerce, Strategy, Editorial, Editing, Start-ups, Management, Magazines, SEO, Public Relations, Leadership, Creative Direction, Email Marketing, Copy Editing
Education
Southern New Hampshire University
Master of Business Administration (M.B.A.), Honors
University of Massachusetts, Amherst
BBA, Marketing
Putnam Investments March 2014 - Present
Consultant January 2010 - Present
OTC Financial Network June 1999 - December 2009
ValueRich, Inc. 2006 - 2008
Adams Harkness October 1996 - June 1999
Computershare US 1994 - 1996
Skills
Advertising, Publishing, Copywriting, Editorial Consulting, Project Management, Project Planning, Marketing Strategy, Marketing Communications, Corporate Communications, Investor Relations, Creative Writing, Social Media, Social Media Marketing, Press Releases, Executive-level..., Web Content, Web Marketing Strategy, Business Planning, Marketing, Content Strategy, E-commerce, Strategy, Editorial, Editing, Start-ups, Management, Magazines, SEO, Public Relations, Leadership, Creative Direction, Email Marketing, Copy Editing
Education
Southern New Hampshire University
Master of Business Administration (M.B.A.), Honors
University of Massachusetts, Amherst
BBA, Marketing
Christopher Olson Christopher Olson's Putnam Investments Experience December 2009 - May 2014
Job Consultant at Systems Evolution, Inc.
Industry Management Consulting
Experience
Systems Evolution, Inc. May 2014 - Present
Putnam Investments December 2009 - May 2014
Putnam Investments December 2007 - December 2012
Putnam Investments April 2006 - December 2007
Patni Computer Systems January 2004 - April 2006
The Reference, Inc. August 2000 - November 2003
BankBoston July 1998 - August 1999
BankBoston February 1996 - June 1998
U.S. Navy 1992 - 1996
Skills
Program Management, SDLC, Business Analysis, Disaster Recovery, Process Improvement, Testing, Requirements Analysis, Project Management, Change Management, SAP BPC, SAP ERP, IT Service Management, Software Project..., User Acceptance Testing, Business Process..., Integration, CA Clarity, SAP, Team Leadership, Corporate Finance, Managerial Finance, Business Resilience, Web Applications, Waterfall, Business Process Design, Business Continuity, IT Solutions, Requirements Gathering, Information Security, Cyber-security
Education
University of Phoenix 2003 — 2009
Master of Business Administration (MBA), Technology Management
Stonehill College 1996 — 1999
Bachelor of Science (BS), Finance, General
University of Phoenix
Doctor of Management (DM), Information Systems Technology
Systems Evolution, Inc. May 2014 - Present
Putnam Investments December 2009 - May 2014
Putnam Investments December 2007 - December 2012
Putnam Investments April 2006 - December 2007
Patni Computer Systems January 2004 - April 2006
The Reference, Inc. August 2000 - November 2003
BankBoston July 1998 - August 1999
BankBoston February 1996 - June 1998
U.S. Navy 1992 - 1996
Skills
Program Management, SDLC, Business Analysis, Disaster Recovery, Process Improvement, Testing, Requirements Analysis, Project Management, Change Management, SAP BPC, SAP ERP, IT Service Management, Software Project..., User Acceptance Testing, Business Process..., Integration, CA Clarity, SAP, Team Leadership, Corporate Finance, Managerial Finance, Business Resilience, Web Applications, Waterfall, Business Process Design, Business Continuity, IT Solutions, Requirements Gathering, Information Security, Cyber-security
Education
University of Phoenix 2003 — 2009
Master of Business Administration (MBA), Technology Management
Stonehill College 1996 — 1999
Bachelor of Science (BS), Finance, General
University of Phoenix
Doctor of Management (DM), Information Systems Technology
Joshua Haapanen Joshua Haapanen's Putnam Investments Experience December 2012 - Present
Job Participant Service Representative at Putnam Investments
Industry Higher Education
Experience
Putnam Investments December 2012 - Present
Putnam Investments March 2014 - September 2014
Putnam Investments January 2011 - December 2012
University of Massachusetts Lowell September 2009 - March 2011
Putnam Investments October 2010 - January 2011
Walmart June 2009 - October 2010
OneBeacon Insurance June 2010 - August 2010
C&S Wholesale Grocers June 2006 - August 2008
Big Y Foods February 2004 - May 2006
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Visio, Time Management, HTML, SQL, Public Speaking, Linux, Project Management, Access, Finance, Financial Analysis, Accounting, PeopleSoft
Education
University of Massachusetts at Lowell 2011 — 2013
Masters, Business Administration
University of Massachusetts Lowell 2008 — 2011
Bachelors, Management Information Systems
Springfield Technical Community College 2004 — 2008
Associates, Science - Microcomputer Specialist
Putnam Investments December 2012 - Present
Putnam Investments March 2014 - September 2014
Putnam Investments January 2011 - December 2012
University of Massachusetts Lowell September 2009 - March 2011
Putnam Investments October 2010 - January 2011
Walmart June 2009 - October 2010
OneBeacon Insurance June 2010 - August 2010
C&S Wholesale Grocers June 2006 - August 2008
Big Y Foods February 2004 - May 2006
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Visio, Time Management, HTML, SQL, Public Speaking, Linux, Project Management, Access, Finance, Financial Analysis, Accounting, PeopleSoft
Education
University of Massachusetts at Lowell 2011 — 2013
Masters, Business Administration
University of Massachusetts Lowell 2008 — 2011
Bachelors, Management Information Systems
Springfield Technical Community College 2004 — 2008
Associates, Science - Microcomputer Specialist
Charlie Taggart Charlie Taggart's Putnam Investments Experience May 2015 - Present
Job Investor Services at Putnam Investments
Industry Higher Education
Experience
Putnam Investments May 2015 - Present
St. Lawrence University September 2011 - Present
Easy Transfer Limited July 2014 - August 2014
China Everbright Bank June 2014 - July 2014
The Orchard June 2013 - August 2013
Onteora Golf Club July 2012 - August 2012
Rocky Point Club June 2010 - September 2010
Education
St. Lawrence University 2011 — 2015
Economics and Business Double Major
Greenwich High School 2007 — 2011
Putnam Investments May 2015 - Present
St. Lawrence University September 2011 - Present
Easy Transfer Limited July 2014 - August 2014
China Everbright Bank June 2014 - July 2014
The Orchard June 2013 - August 2013
Onteora Golf Club July 2012 - August 2012
Rocky Point Club June 2010 - September 2010
Education
St. Lawrence University 2011 — 2015
Economics and Business Double Major
Greenwich High School 2007 — 2011
J. Rob Glass J. Rob Glass's Putnam Investments Experience May 2014 - Present
Job DCIO Internal Investment Specialist at Putnam Investments
Industry Financial Services
Experience
Putnam Investments May 2014 - Present
Putnam Investments September 2013 - April 2014
Workbridge Associates June 2013 - September 2013
St. Lawrence University January 2010 - May 2013
Permal Group June 2012 - August 2012
Thelomathesian Society (Student Government) November 2010 - January 2012
Curley Company May 2011 - August 2011
Bankers Healthcare Group, Inc. March 2010 - August 2011
Toggenburg Junior Ski Racing Association November 2006 - March 2011
Skills
Public Speaking, Public Relations, Mutual Funds, Equities, Fixed Income, Defined Contribution, Strategic Communications, Student Affairs, Sales, Fundraising, Leadership, Social Networking, Social Media, Microsoft Office, Research, Event Management, Asset Management, PowerPoint, Facebook, Microsoft Excel, Series 7, Recruiting, Data Analysis, Teamwork, Management, Nonprofits, Series 63, Spanish, Admissions, Community Outreach, Social Media Marketing, International Relations, Customer Service, Editing, Retirement, Investments, Finance, Cision, Higher Education, Coaching, Resume Writing, Training, 401k
Education
St. Lawrence University 2009 — 2013
Bachelor’s Degree, Government
Austo-American Institute 2012 — 2012
Semester Abroad: Vienna, Austria, International Business, International Relations
Cazenovia Central School
High School
Putnam Investments May 2014 - Present
Putnam Investments September 2013 - April 2014
Workbridge Associates June 2013 - September 2013
St. Lawrence University January 2010 - May 2013
Permal Group June 2012 - August 2012
Thelomathesian Society (Student Government) November 2010 - January 2012
Curley Company May 2011 - August 2011
Bankers Healthcare Group, Inc. March 2010 - August 2011
Toggenburg Junior Ski Racing Association November 2006 - March 2011
Skills
Public Speaking, Public Relations, Mutual Funds, Equities, Fixed Income, Defined Contribution, Strategic Communications, Student Affairs, Sales, Fundraising, Leadership, Social Networking, Social Media, Microsoft Office, Research, Event Management, Asset Management, PowerPoint, Facebook, Microsoft Excel, Series 7, Recruiting, Data Analysis, Teamwork, Management, Nonprofits, Series 63, Spanish, Admissions, Community Outreach, Social Media Marketing, International Relations, Customer Service, Editing, Retirement, Investments, Finance, Cision, Higher Education, Coaching, Resume Writing, Training, 401k
Education
St. Lawrence University 2009 — 2013
Bachelor’s Degree, Government
Austo-American Institute 2012 — 2012
Semester Abroad: Vienna, Austria, International Business, International Relations
Cazenovia Central School
High School
Jeffrey Krieger Jeffrey Krieger's Putnam Investments Experience December 2006 - May 2008
Job Accounting and Finance Professional seeking a new opportunity
Industry Accounting
Experience
Complete Staffing Solutions October 2014 - August 2015
TD November 2010 - August 2014
Club Demonstration Services October 2009 - October 2010
Dracut Public Schools September 2008 - September 2009
Putnam Investments December 2006 - May 2008
Skills
Financial Services, Accounts Payable, Customer Service, Financial Analysis, Data Entry, Music Education, Management, Research, Accounting, General Ledger, Presentations, Finance, Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Sales, Time Management, Microsoft Word
Education
Southern New Hampshire University 2010 — 2014
Graduate Certificate, Accounting
University of Massachusetts at Lowell 2003 — 2008
Bachelor of Science, Finance, Economics
Complete Staffing Solutions October 2014 - August 2015
TD November 2010 - August 2014
Club Demonstration Services October 2009 - October 2010
Dracut Public Schools September 2008 - September 2009
Putnam Investments December 2006 - May 2008
Skills
Financial Services, Accounts Payable, Customer Service, Financial Analysis, Data Entry, Music Education, Management, Research, Accounting, General Ledger, Presentations, Finance, Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Sales, Time Management, Microsoft Word
Education
Southern New Hampshire University 2010 — 2014
Graduate Certificate, Accounting
University of Massachusetts at Lowell 2003 — 2008
Bachelor of Science, Finance, Economics
Gabe Bodhi, CFA Gabe Bodhi, CFA's Putnam Investments Experience 1995 - 1998
Job Private Investor
Industry Investment Management
Experience
GB Capital Holdings LLC 2013 - Present
Cloudtag Inc 2013 - 2014
Stabilitas Capital Management 2011 - 2013
Janus Capital Group 2002 - 2011
Palo Alto Investors March 2001 - September 2001
The Boston Consulting Group 2001 - 2001
Stern Stewart & Co. 1998 - 2000
Putnam Investments 1995 - 1998
Skills
Hedge Funds, Equities, Portfolio Management, Investments, Valuation, Asset Management, Mutual Funds, Financial Services, Leadership, Equity Research, Financial Risk, Alternative Investments, Financial Modeling, Equity Valuation, Bloomberg, Investment Management, Investment Strategies, Asset Managment, Options, Emerging Markets, Private Equity, Financial Analysis
Education
Stanford University Graduate School of Business 2000 — 2002
MBA
Wharton School, University of Pennsylvania 1992 — 1996
BS, Economics (Concentration in Finance)
GB Capital Holdings LLC 2013 - Present
Cloudtag Inc 2013 - 2014
Stabilitas Capital Management 2011 - 2013
Janus Capital Group 2002 - 2011
Palo Alto Investors March 2001 - September 2001
The Boston Consulting Group 2001 - 2001
Stern Stewart & Co. 1998 - 2000
Putnam Investments 1995 - 1998
Skills
Hedge Funds, Equities, Portfolio Management, Investments, Valuation, Asset Management, Mutual Funds, Financial Services, Leadership, Equity Research, Financial Risk, Alternative Investments, Financial Modeling, Equity Valuation, Bloomberg, Investment Management, Investment Strategies, Asset Managment, Options, Emerging Markets, Private Equity, Financial Analysis
Education
Stanford University Graduate School of Business 2000 — 2002
MBA
Wharton School, University of Pennsylvania 1992 — 1996
BS, Economics (Concentration in Finance)
Dan Greene's Putnam Investments Experience February 2012 - Present
Job Senior Regional Marketing Director at Putnam Investments
Industry Investment Management
Experience
Putnam Investments February 2012 - Present
Sun Life Financial of Canada July 2009 - December 2011
Lincoln Financial Group April 2005 - July 2009
The Hartford March 2002 - April 2005
UPS 1998 - 2002
Skills
Series 6, Series 63, Series 7, Retirement
Education
SUNY Potsdam 1994 — 1998
Bachelor of Arts (BA), Industrial Labor Relations
Watertown New York High School 1990 — 1994
High School
Putnam Investments February 2012 - Present
Sun Life Financial of Canada July 2009 - December 2011
Lincoln Financial Group April 2005 - July 2009
The Hartford March 2002 - April 2005
UPS 1998 - 2002
Skills
Series 6, Series 63, Series 7, Retirement
Education
SUNY Potsdam 1994 — 1998
Bachelor of Arts (BA), Industrial Labor Relations
Watertown New York High School 1990 — 1994
High School
Sarah Valente Sarah Valente's Putnam Investments Experience May 1999 - September 2001
Job Senior Manager, Business Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2012 - Present
Charles Schwab June 2011 - November 2012
Charles Schwab April 2007 - June 2011
Charles Schwab February 2003 - April 2007
Merrill Lynch September 2001 - June 2003
Putnam Investments May 1999 - September 2001
Skills
Series 7, Series 63, Series 9/10, Business Analysis, FINRA, Financial Services, Risk Management, Banking, Financial Analysis, Financial Risk, Investments, Mutual Funds, Relationship Management, Securities, Equities, Process Improvement, Project Management
Education
State University of New York College at Oswego 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Charles Schwab November 2012 - Present
Charles Schwab June 2011 - November 2012
Charles Schwab April 2007 - June 2011
Charles Schwab February 2003 - April 2007
Merrill Lynch September 2001 - June 2003
Putnam Investments May 1999 - September 2001
Skills
Series 7, Series 63, Series 9/10, Business Analysis, FINRA, Financial Services, Risk Management, Banking, Financial Analysis, Financial Risk, Investments, Mutual Funds, Relationship Management, Securities, Equities, Process Improvement, Project Management
Education
State University of New York College at Oswego 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Christopher Denn Christopher Denn's Putnam Investments Experience June 2008 - November 2009
Job Retirement Associate at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement January 2013 - Present
Great West Retirement Services November 2011 - December 2012
Great West Retirement Services November 2009 - November 2011
Putnam Investments June 2008 - November 2009
Skills
Retirement Planning, Series 63, Mutual Funds, Retirement, 401k, Asset Allocation, Investments, Securities, Financial Services, Investment Strategies, FINRA, IRAs, Wealth Management, Defined Benefit, Relationship Management, Insurance, Life Insurance, Asset Managment, Alternative Investments, Series 7
Education
Southern New Hampshire University 2007 — 2009
Bachelor, Economics/Finance
Southern New Hampshire University
Bachelor's degree, Economics
EMPOWER Retirement January 2013 - Present
Great West Retirement Services November 2011 - December 2012
Great West Retirement Services November 2009 - November 2011
Putnam Investments June 2008 - November 2009
Skills
Retirement Planning, Series 63, Mutual Funds, Retirement, 401k, Asset Allocation, Investments, Securities, Financial Services, Investment Strategies, FINRA, IRAs, Wealth Management, Defined Benefit, Relationship Management, Insurance, Life Insurance, Asset Managment, Alternative Investments, Series 7
Education
Southern New Hampshire University 2007 — 2009
Bachelor, Economics/Finance
Southern New Hampshire University
Bachelor's degree, Economics
Jeremiah Batla Jeremiah Batla's Putnam Investments Experience June 2003 - June 2004
Job Divisional Vice President LA, Vegas, Hawaii
Industry Financial Services
Experience
AIG February 2015 - Present
SunAmerica Retirement Markets October 2013 - February 2015
Franklin Square Capital Partners April 2012 - October 2013
Jackson National Life June 2004 - April 2012
Putnam Investments June 2003 - June 2004
Skills
Fixed Annuities, Series 7, Series 63, Insurance, Mutual Funds, New Business Development, Marketing Strategy, Retirement Planning, Alternative Investments, Investments, Retirement, Asset Allocation, Series 6, Investment Strategies, Life Insurance, Variable Annuities, Finance, Securities, IRAs, Disability Insurance, Term Life Insurance, Life, Long Term Care Insurance, Health Insurance, Wholesale, Long-term Care, Sales, Financial Services, Marketing
Education
St. Edward's University 2001 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Episcopal High School 1995 — 1998
High School Degree, Business Administration and Management, General
AIG February 2015 - Present
SunAmerica Retirement Markets October 2013 - February 2015
Franklin Square Capital Partners April 2012 - October 2013
Jackson National Life June 2004 - April 2012
Putnam Investments June 2003 - June 2004
Skills
Fixed Annuities, Series 7, Series 63, Insurance, Mutual Funds, New Business Development, Marketing Strategy, Retirement Planning, Alternative Investments, Investments, Retirement, Asset Allocation, Series 6, Investment Strategies, Life Insurance, Variable Annuities, Finance, Securities, IRAs, Disability Insurance, Term Life Insurance, Life, Long Term Care Insurance, Health Insurance, Wholesale, Long-term Care, Sales, Financial Services, Marketing
Education
St. Edward's University 2001 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Episcopal High School 1995 — 1998
High School Degree, Business Administration and Management, General
Hillary LeGrand Hillary LeGrand's Putnam Investments Experience October 2011 - April 2012
Job Staff Accountant at Grand Circle Corporation
Industry Accounting
Experience
Grand Circle Corporation October 2014 - Present
Vision Payroll May 2013 - October 2014
Southern New Hampshire University October 2012 - April 2013
CampGroup- Camp Winadu May 2012 - August 2012
Putnam Investments October 2011 - April 2012
Athol Area YMCA May 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Tax Law, International Tax, Accounts Payable, Journal Entries, Payroll, Tax, QuickBooks, Account Reconciliation, Tax Preparation, Bookkeeping, Fixed Assets, US GAAP, Corporate Tax, Tax Research, Preparation, Tax Returns, Financial Statements, General Ledger, Bank Reconciliation, Accounting, Auditing, Cash Flow
Education
Southern New Hampshire University 2009 — 2013
Bachelor of Science, Accounting, Senior
Grand Circle Corporation October 2014 - Present
Vision Payroll May 2013 - October 2014
Southern New Hampshire University October 2012 - April 2013
CampGroup- Camp Winadu May 2012 - August 2012
Putnam Investments October 2011 - April 2012
Athol Area YMCA May 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Tax Law, International Tax, Accounts Payable, Journal Entries, Payroll, Tax, QuickBooks, Account Reconciliation, Tax Preparation, Bookkeeping, Fixed Assets, US GAAP, Corporate Tax, Tax Research, Preparation, Tax Returns, Financial Statements, General Ledger, Bank Reconciliation, Accounting, Auditing, Cash Flow
Education
Southern New Hampshire University 2009 — 2013
Bachelor of Science, Accounting, Senior
Kathleen O'Riley Kathleen O'Riley's Putnam Investments Experience October 1996 - October 1997
Job Custom window treatment retailer
Industry Design
Experience
Classic Drapery Designs September 2003 - Present
Putnam Investments October 1996 - October 1997
Kidder Peabody April 1989 - September 1993
Education
State University of New York College at Plattsburgh
Bachelor of Arts (B.A.), Communications
Classic Drapery Designs September 2003 - Present
Putnam Investments October 1996 - October 1997
Kidder Peabody April 1989 - September 1993
Education
State University of New York College at Plattsburgh
Bachelor of Arts (B.A.), Communications
Eric Dahlberg's Putnam Investments Experience May 2004 - March 2005
Job General Manager, Advertising Sales & Services
Industry Internet
Experience
AOL July 2015 - Present
Microsoft February 2012 - July 2015
Microsoft June 2011 - January 2012
Microsoft April 2010 - August 2011
Microsoft August 2008 - March 2010
Microsoft October 2006 - September 2008
Microsoft March 2005 - October 2006
Putnam Investments May 2004 - March 2005
Putnam Investments September 2001 - May 2004
Skills
Sales, Sales Management, Relationship Management, Strategic Partnerships, Customer Acquisition, Marketing, Product Management, Competitive Intelligence, Competitive Analysis, Analytics, Business Intelligence, Financial Analysis, Financial Modeling, Online Advertising, Ad Networks, Ad Exchanges, RTB, Demand Side Platform, Mobile Advertising, SSP, Video Advertising, Ad Serving, Monetization, Forecasting, Mobile Devices, Advertising, Digital Marketing, Product Marketing, Go-to-market Strategy, Partner Management
Education
Stanford University 1997 — 2001
BA, Economics
AOL July 2015 - Present
Microsoft February 2012 - July 2015
Microsoft June 2011 - January 2012
Microsoft April 2010 - August 2011
Microsoft August 2008 - March 2010
Microsoft October 2006 - September 2008
Microsoft March 2005 - October 2006
Putnam Investments May 2004 - March 2005
Putnam Investments September 2001 - May 2004
Skills
Sales, Sales Management, Relationship Management, Strategic Partnerships, Customer Acquisition, Marketing, Product Management, Competitive Intelligence, Competitive Analysis, Analytics, Business Intelligence, Financial Analysis, Financial Modeling, Online Advertising, Ad Networks, Ad Exchanges, RTB, Demand Side Platform, Mobile Advertising, SSP, Video Advertising, Ad Serving, Monetization, Forecasting, Mobile Devices, Advertising, Digital Marketing, Product Marketing, Go-to-market Strategy, Partner Management
Education
Stanford University 1997 — 2001
BA, Economics
Julie Velevis Julie Velevis's Putnam Investments Experience January 1992 - May 1999
Job Entrepreneur; Network Marketing Professional; Health & Wellness Business Owner
Industry Health, Wellness and Fitness
Experience
Qivana June 2013 - Present
QIVANA IBO 2013 - 2015
Trader Joe's March 2006 - February 2012
Putnam Investments January 1992 - May 1999
Skills
Marketing, Social Media, Customer Service, Public Speaking, Public Relations, Strategic Planning, Microsoft Office, Wellness
Education
Southern New Hampshire University 1993 — 1997
Bachelor's degree, Communications and Journalism
Qivana June 2013 - Present
QIVANA IBO 2013 - 2015
Trader Joe's March 2006 - February 2012
Putnam Investments January 1992 - May 1999
Skills
Marketing, Social Media, Customer Service, Public Speaking, Public Relations, Strategic Planning, Microsoft Office, Wellness
Education
Southern New Hampshire University 1993 — 1997
Bachelor's degree, Communications and Journalism
Sean Zent Sean Zent's Putnam Investments Experience 1998 - 2001
Job Regional Vice President CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions August 2012 - Present
Touchstone Retirement Group, LLC September 2011 - August 2012
P&A Retirement Plan Services April 2003 - September 2011
Emplanet May 2002 - November 2002
State Street Research November 2000 - May 2002
Putnam Investments 1998 - 2001
Putnam Investments August 1998 - November 2000
Education
State University of New York College at Plattsburgh 1994 — 1998
Bachelor of Arts, Finance
CUNA Mutual Retirement Solutions August 2012 - Present
Touchstone Retirement Group, LLC September 2011 - August 2012
P&A Retirement Plan Services April 2003 - September 2011
Emplanet May 2002 - November 2002
State Street Research November 2000 - May 2002
Putnam Investments 1998 - 2001
Putnam Investments August 1998 - November 2000
Education
State University of New York College at Plattsburgh 1994 — 1998
Bachelor of Arts, Finance
Christopher Palmisano Christopher Palmisano's Putnam Investments Experience October 2000 - September 2001
Job Senior Business Systems Analyst with Acadian Asset Management
Industry Information Technology and Services
Experience
Acadian Asset Management November 2013 - Present
Leapfrog Systems November 2010 - November 2013
PanAgora Asset Management May 2006 - November 2010
PanAgora Asset Management September 2001 - May 2006
Putnam Investments October 2000 - September 2001
Prudential Insurance Company of America June 2000 - September 2000
State Street Research & Investment Management June 1999 - June 2000
Skills
Business Analysis, SDLC, Visio, Project Management, Analysis, Management, Insurance, Microsoft Excel, PowerPoint, Requirements Gathering, Agile Methodologies, Agile & Waterfall..., Product Management, Business Requirements, Usability, User Acceptance Testing, User Experience Design, Software Project..., Operations Management, Fixed Income, Equities, Risk Management, Trading, Change Management, SQL, Business Process..., Quality Assurance
Education
BPMInstitute.org 2015 — 2015
Business Process Management BPM Certificate
New Horizons Computer Learning Center 2014 — 2014
Boston University Corporate Education Group 2010 — 2010
Certificate
Suffolk University - Sawyer Business School 2004 — 2006
MBA
Stonehill College 1996 — 2000
BSBA
Acadian Asset Management November 2013 - Present
Leapfrog Systems November 2010 - November 2013
PanAgora Asset Management May 2006 - November 2010
PanAgora Asset Management September 2001 - May 2006
Putnam Investments October 2000 - September 2001
Prudential Insurance Company of America June 2000 - September 2000
State Street Research & Investment Management June 1999 - June 2000
Skills
Business Analysis, SDLC, Visio, Project Management, Analysis, Management, Insurance, Microsoft Excel, PowerPoint, Requirements Gathering, Agile Methodologies, Agile & Waterfall..., Product Management, Business Requirements, Usability, User Acceptance Testing, User Experience Design, Software Project..., Operations Management, Fixed Income, Equities, Risk Management, Trading, Change Management, SQL, Business Process..., Quality Assurance
Education
BPMInstitute.org 2015 — 2015
Business Process Management BPM Certificate
New Horizons Computer Learning Center 2014 — 2014
Boston University Corporate Education Group 2010 — 2010
Certificate
Suffolk University - Sawyer Business School 2004 — 2006
MBA
Stonehill College 1996 — 2000
BSBA
Ron Keefe, AIF®'s Putnam Investments Experience 1995 - 1996
Job Vice President Relationship Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
Positive Retirement Outcomes, LLC September 2011 - August 2014
Samuel Financial, Inc. May 2009 - September 2011
BenefitStreet August 2004 - April 2009
State Street Global Advisors 2000 - 2003
State Street Global Advisors 1996 - 2000
Putnam Investments 1995 - 1996
Skills
Series 66, Mutual Funds, Investments, Financial Services, 401k, Retirement, Series 63, Retirement Planning, Pensions, Finance, Series 6
Education
Stonehill College 1986 — 1990
BA, Communications
J.P. Morgan August 2014 - Present
Positive Retirement Outcomes, LLC September 2011 - August 2014
Samuel Financial, Inc. May 2009 - September 2011
BenefitStreet August 2004 - April 2009
State Street Global Advisors 2000 - 2003
State Street Global Advisors 1996 - 2000
Putnam Investments 1995 - 1996
Skills
Series 66, Mutual Funds, Investments, Financial Services, 401k, Retirement, Series 63, Retirement Planning, Pensions, Finance, Series 6
Education
Stonehill College 1986 — 1990
BA, Communications
Brian Sweeney Brian Sweeney's Putnam Investments Experience 1993 - 2005
Job Divisional Vice President Northeast at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group February 2013 - Present
MassMutual Financial Group October 2007 - Present
Fidelity Investments 2005 - 2007
Putnam Investments 1993 - 2005
Skills
401k, Series 7, Series 63, Mutual Funds, Retirement, Asset Allocation, Securities, Retirement Planning, Defined Benefit, Series 6, FINRA
Education
Stonehill College 1991 — 2001
BSBA, Finance
MassMutual Financial Group February 2013 - Present
MassMutual Financial Group October 2007 - Present
Fidelity Investments 2005 - 2007
Putnam Investments 1993 - 2005
Skills
401k, Series 7, Series 63, Mutual Funds, Retirement, Asset Allocation, Securities, Retirement Planning, Defined Benefit, Series 6, FINRA
Education
Stonehill College 1991 — 2001
BSBA, Finance
Tod Zuscin Tod Zuscin's Putnam Investments Experience 1997 - 2001
Job Principal at TRZ Strategic Partners, LLC
Industry Financial Services
Experience
TRZ Strategic Partners, LLC July 2011 - Present
World Bank Group 2013 - 2013
Federal Home Loan Mortgage Corporation December 2007 - December 2010
Federal Home Loan Mortgage Corporation August 2002 - December 2007
Putnam Investments 1997 - 2001
Ajilon Consulting 1996 - 2001
Fidelity Investments 1996 - 1997
Fidelity Investments May 1995 - September 1995
Skills
Fixed Income, Investments, Equities
Education
Syracuse University - Martin J. Whitman School of Management 1994 — 1996
MBA, Dual Concentration: Finance and Product Marketing
Southern New Hampshire University 1981 — 1985
BS, Marketing
TRZ Strategic Partners, LLC July 2011 - Present
World Bank Group 2013 - 2013
Federal Home Loan Mortgage Corporation December 2007 - December 2010
Federal Home Loan Mortgage Corporation August 2002 - December 2007
Putnam Investments 1997 - 2001
Ajilon Consulting 1996 - 2001
Fidelity Investments 1996 - 1997
Fidelity Investments May 1995 - September 1995
Skills
Fixed Income, Investments, Equities
Education
Syracuse University - Martin J. Whitman School of Management 1994 — 1996
MBA, Dual Concentration: Finance and Product Marketing
Southern New Hampshire University 1981 — 1985
BS, Marketing
Lisamarie Manning's Putnam Investments Experience September 1991 - October 1994
Job Writer Advertising/Corporate Communications/Marketing
Industry Financial Services
Experience
LS Manning Company October 1994 - Present
Putnam Investments September 1991 - October 1994
HMK Advertising Inc. May 1990 - April 1991
The Flatley Company April 1987 - April 1990
Boston Financial Data Services June 1984 - April 1987
Skills
Copywriting, Marketing, Advertising, Newsletters, Writing
Education
The Graduate School at Salem State University 2011 — 2016
pursuing Master of Education in Special Education
Stonehill College
Bachelor of Arts
LS Manning Company October 1994 - Present
Putnam Investments September 1991 - October 1994
HMK Advertising Inc. May 1990 - April 1991
The Flatley Company April 1987 - April 1990
Boston Financial Data Services June 1984 - April 1987
Skills
Copywriting, Marketing, Advertising, Newsletters, Writing
Education
The Graduate School at Salem State University 2011 — 2016
pursuing Master of Education in Special Education
Stonehill College
Bachelor of Arts
Kurt Graham's Putnam Investments Experience February 2002 - October 2003
Job Regional Director at Apex Capital Management
Industry Financial Services
Experience
Apex Capital Management October 2009 - Present
Citizens Investment Services July 2009 - September 2009
Lazard Asset Management October 2005 - January 2009
Gannett Welsh & Kotler November 2003 - October 2005
Putnam Investments February 2002 - October 2003
Putnam Investments February 2001 - January 2002
Putnam Investments June 2000 - January 2001
Avon Old Farms School October 1997 - June 2000
Education
State University of New York College at Cortland 1993 — 1997
BS, Mathematics, Physics
Apex Capital Management October 2009 - Present
Citizens Investment Services July 2009 - September 2009
Lazard Asset Management October 2005 - January 2009
Gannett Welsh & Kotler November 2003 - October 2005
Putnam Investments February 2002 - October 2003
Putnam Investments February 2001 - January 2002
Putnam Investments June 2000 - January 2001
Avon Old Farms School October 1997 - June 2000
Education
State University of New York College at Cortland 1993 — 1997
BS, Mathematics, Physics
Raghava Krishna Nandiraju Raghava Krishna Nandiraju's Putnam Investments Experience October 2006 - February 2009
Job Sr. ETL & BI Technical Architect/Administrator
Industry Computer Software
Experience
NYS Office of Information Technology Services February 2015 - Present
Wyndham Worldwide December 2014 - January 2015
University of Massachusetts February 2009 - November 2014
Putnam Investments October 2006 - February 2009
SEEC May 2004 - October 2006
Skills
ETL, Oracle, Informatica, OBIEE, Siebel, DAC, SQL, DB2, Databases, Microsoft SQL Server, PL/SQL, Data Warehousing, Business Intelligence, BI Publisher, Cognos
Education
Sri Venkateswara University 2002 — 2004
B C A, Computer Scinces
Vedic Vidyalayam Secunderabad
NYS Office of Information Technology Services February 2015 - Present
Wyndham Worldwide December 2014 - January 2015
University of Massachusetts February 2009 - November 2014
Putnam Investments October 2006 - February 2009
SEEC May 2004 - October 2006
Skills
ETL, Oracle, Informatica, OBIEE, Siebel, DAC, SQL, DB2, Databases, Microsoft SQL Server, PL/SQL, Data Warehousing, Business Intelligence, BI Publisher, Cognos
Education
Sri Venkateswara University 2002 — 2004
B C A, Computer Scinces
Vedic Vidyalayam Secunderabad
Laura Hampe Laura Hampe's Putnam Investments Experience 2001 - 2003
Job Director of Marketing and Communication at Taurus Project Controls Consulting, Inc.
Industry Management Consulting
Experience
Taurus Project Controls Consulting, Inc. August 2014 - Present
TD April 2013 - August 2014
TD 2011 - April 2013
TD 2010 - 2011
TD 2008 - 2010
TD 2006 - 2008
Bank of America 2003 - 2005
Putnam Investments 2001 - 2003
Skills
Strategy, Leadership, Management, Training, Sales, Business Development, Coaching, Relationship Management, Customer Retention, Customer Experience, Project Management, Employee Training, Recruiting, Selling, Sales Management, Customer Service, Business Strategy, Strategic Planning, Analysis, Talent Management, Customer Acquisition, Marketing, B2B Marketing Strategy, Employee Engagement, Employee Benefits, Operations Management, Marketing Communications, Strategic Communications, Public Speaking, Networking
Education
Southern New Hampshire University 2015 — 2016
Master’s Degree, Marketing
University of Maine 1984 — 1988
Bachelor of Arts (B.A.), Journalism
Taurus Project Controls Consulting, Inc. August 2014 - Present
TD April 2013 - August 2014
TD 2011 - April 2013
TD 2010 - 2011
TD 2008 - 2010
TD 2006 - 2008
Bank of America 2003 - 2005
Putnam Investments 2001 - 2003
Skills
Strategy, Leadership, Management, Training, Sales, Business Development, Coaching, Relationship Management, Customer Retention, Customer Experience, Project Management, Employee Training, Recruiting, Selling, Sales Management, Customer Service, Business Strategy, Strategic Planning, Analysis, Talent Management, Customer Acquisition, Marketing, B2B Marketing Strategy, Employee Engagement, Employee Benefits, Operations Management, Marketing Communications, Strategic Communications, Public Speaking, Networking
Education
Southern New Hampshire University 2015 — 2016
Master’s Degree, Marketing
University of Maine 1984 — 1988
Bachelor of Arts (B.A.), Journalism
Bryan Seifert Bryan Seifert's Putnam Investments Experience December 2007 - May 2008
Job Systems Consultant at American Service Company
Industry Security and Investigations
Experience
American Service Company October 2013 - Present
Security Concepts Inc. 2003 - September 2013
TD February 2010 - February 2012
Putnam Investments December 2007 - May 2008
Skills
Access Control, Physical Security, Security, Security Management, Corporate Security, Life Safety, CCTV, CRM, Management, Surveillance, Sales, IP Cameras
Education
Southern New Hampshire University 2006 — 2009
Bachelor of Science degree, Business Administration, Concentration in Organizational Leadership
Duxbury High School 2001 — 2005
American Service Company October 2013 - Present
Security Concepts Inc. 2003 - September 2013
TD February 2010 - February 2012
Putnam Investments December 2007 - May 2008
Skills
Access Control, Physical Security, Security, Security Management, Corporate Security, Life Safety, CCTV, CRM, Management, Surveillance, Sales, IP Cameras
Education
Southern New Hampshire University 2006 — 2009
Bachelor of Science degree, Business Administration, Concentration in Organizational Leadership
Duxbury High School 2001 — 2005
Robert Heise's Putnam Investments Experience February 2000 - March 2004
Job Vice President at State Street for Risk Management Technology
Industry Financial Services
Experience
State Street August 2012 - Present
RBS Citizens Group January 2011 - July 2012
State Street March 2004 - December 2010
Putnam Investments February 2000 - March 2004
GTE Internetworking/BBN Technologies 1998 - 2000
State Street March 1992 - April 1998
Skills
Risk Management, Negotiation, Process Improvement, Requirements Gathering, Program Management, Portfolio Management, Business Analysis, Middleware, Pricing, Project Portfolio..., Business Requirements, Fixed Income, Vendor Management, Software Project..., Financial Services, ETFs, Requirements Analysis, SDLC, PMP, Project Management, Offshoring, PMO, Leadership, Data Warehousing, Management, Fund Accounting, Testing, Agile Methodologies, Quality Assurance, Project Planning, Governance, Business Process, Enterprise Architecture, Resource Management, IT Strategy, E-commerce, Analysis, Business Process..., Visio, Disaster Recovery, Banking, Business Intelligence, Analytics, Back Office, User Acceptance Testing, IT Management, Financial Risk, Integration, Information Technology, Budgets
Education
Southern New Hampshire University 2001 — 2006
MBA, Management
Springfield College 1987 — 1991
Bachlor of Science, Computer information Systems
State Street August 2012 - Present
RBS Citizens Group January 2011 - July 2012
State Street March 2004 - December 2010
Putnam Investments February 2000 - March 2004
GTE Internetworking/BBN Technologies 1998 - 2000
State Street March 1992 - April 1998
Skills
Risk Management, Negotiation, Process Improvement, Requirements Gathering, Program Management, Portfolio Management, Business Analysis, Middleware, Pricing, Project Portfolio..., Business Requirements, Fixed Income, Vendor Management, Software Project..., Financial Services, ETFs, Requirements Analysis, SDLC, PMP, Project Management, Offshoring, PMO, Leadership, Data Warehousing, Management, Fund Accounting, Testing, Agile Methodologies, Quality Assurance, Project Planning, Governance, Business Process, Enterprise Architecture, Resource Management, IT Strategy, E-commerce, Analysis, Business Process..., Visio, Disaster Recovery, Banking, Business Intelligence, Analytics, Back Office, User Acceptance Testing, IT Management, Financial Risk, Integration, Information Technology, Budgets
Education
Southern New Hampshire University 2001 — 2006
MBA, Management
Springfield College 1987 — 1991
Bachlor of Science, Computer information Systems
Joe Lynch's Putnam Investments Experience January 2014 - Present
Job Regional Marketing Director External Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2014 - Present
Putnam Investments January 2012 - December 2013
Putnam Investments September 2011 - January 2012
New York Life/NYLIFE Securities January 2011 - September 2011
Education
Stetson University 2006 — 2010
Bachelor of Arts, Communication Studies; Business and Marketing Communications
Putnam Investments January 2014 - Present
Putnam Investments January 2012 - December 2013
Putnam Investments September 2011 - January 2012
New York Life/NYLIFE Securities January 2011 - September 2011
Education
Stetson University 2006 — 2010
Bachelor of Arts, Communication Studies; Business and Marketing Communications
David C. Tyrie David C. Tyrie's Putnam Investments Experience February 1999 - August 2010
Job Bank of America Consumer Products
Industry Banking
Experience
Bank of America July 2015 - Present
Bank of America Merrill Lynch September 2011 - July 2015
Bank of America Merrill Lynch August 2010 - September 2011
Putnam Investments February 1999 - August 2010
Fidelity Investments February 1993 - February 1999
MFS Investment Management June 1987 - February 1993
Education
St. Lawrence University 1983 — 1987
BS, Psychology
Derryfield School 1979 — 1983
Bank of America July 2015 - Present
Bank of America Merrill Lynch September 2011 - July 2015
Bank of America Merrill Lynch August 2010 - September 2011
Putnam Investments February 1999 - August 2010
Fidelity Investments February 1993 - February 1999
MFS Investment Management June 1987 - February 1993
Education
St. Lawrence University 1983 — 1987
BS, Psychology
Derryfield School 1979 — 1983
Ann Galvin Ann Galvin's Putnam Investments Experience September 2012 - December 2014
Job Executive Assistant at Empower Retirement
Industry Financial Services
Experience
Empower Retirement January 2015 - Present
Putnam Investments September 2012 - December 2014
Wells Fargo July 2010 - September 2012
Evergreen Investments 2007 - 2010
Education
University of New Orleans 2004 — 2006
Bachelor’s Degree, European History
Southwestern Community College District 2000 — 2004
Associate’s Degree, General Studies
Empower Retirement January 2015 - Present
Putnam Investments September 2012 - December 2014
Wells Fargo July 2010 - September 2012
Evergreen Investments 2007 - 2010
Education
University of New Orleans 2004 — 2006
Bachelor’s Degree, European History
Southwestern Community College District 2000 — 2004
Associate’s Degree, General Studies
Cindy Ronses Cindy Ronses's Putnam Investments Experience December 2007 - May 2008
Job Accountant at Ares Management
Industry Investment Management
Experience
Canyon Capital September 2014 - Present
SS&C GlobeOp August 2013 - March 2014
Ares Management February 2010 - August 2013
Pioneer Investments June 2008 - December 2009
Putnam Investments December 2007 - May 2008
Skills
Accruals, Accounting, Financial Reporting, Financial Analysis, Investments, Valuation, General Ledger, Bloomberg, Asset Managment, Fund Accounting, Microsoft Excel, Outlook, Derivatives, Hedge Funds, Mutual Funds, Account Reconciliation, Cash Management, Capital Markets, Bonds, Investment Banking, Fixed Income, Asset Management, Alternative Investments, Auditing, Corporate Finance, Fund Administration, Bloomberg Terminal, Sarbanes-Oxley Act, Equities, Financial Modeling, Finance, Investment Management, Financial Accounting, Financial Statements, Structured Products, Investor Relations, GAAP, Back Office, Loans, Financial Statement..., Securities
Education
Southern New Hampshire University 2005 — 2008
Bachelor of Science (B.S.), International Business
Canyon Capital September 2014 - Present
SS&C GlobeOp August 2013 - March 2014
Ares Management February 2010 - August 2013
Pioneer Investments June 2008 - December 2009
Putnam Investments December 2007 - May 2008
Skills
Accruals, Accounting, Financial Reporting, Financial Analysis, Investments, Valuation, General Ledger, Bloomberg, Asset Managment, Fund Accounting, Microsoft Excel, Outlook, Derivatives, Hedge Funds, Mutual Funds, Account Reconciliation, Cash Management, Capital Markets, Bonds, Investment Banking, Fixed Income, Asset Management, Alternative Investments, Auditing, Corporate Finance, Fund Administration, Bloomberg Terminal, Sarbanes-Oxley Act, Equities, Financial Modeling, Finance, Investment Management, Financial Accounting, Financial Statements, Structured Products, Investor Relations, GAAP, Back Office, Loans, Financial Statement..., Securities
Education
Southern New Hampshire University 2005 — 2008
Bachelor of Science (B.S.), International Business
Jennifer Silver Jennifer Silver's Putnam Investments Experience 1981 - 1997
Job Founder and Managing Partner at Redwood Investments
Industry Investment Management
Experience
Redwood Investments, LLC 2004 - Present
Neuberger Berman 1997 - 2003
Putnam Investments 1981 - 1997
Skills
Equities, Portfolio Management, Mutual Funds, Private Equity, Alternative Investments, Growth Capital, Investment Management, Venture Capital, Investments, Hedge Funds
Education
Stanford University Graduate School of Business 1978 — 1981
MBA, Finance
Wellesley College 1975 — 1978
BA, Political Science
Redwood Investments, LLC 2004 - Present
Neuberger Berman 1997 - 2003
Putnam Investments 1981 - 1997
Skills
Equities, Portfolio Management, Mutual Funds, Private Equity, Alternative Investments, Growth Capital, Investment Management, Venture Capital, Investments, Hedge Funds
Education
Stanford University Graduate School of Business 1978 — 1981
MBA, Finance
Wellesley College 1975 — 1978
BA, Political Science
Mary Beth Brown Mary Beth Brown's Putnam Investments Experience July 1981 - November 1982
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon 2011 - Present
BNY Mellon January 2001 - March 2011
PNC March 1992 - January 2001
First Data Corporation January 1990 - March 1992
Mellon Financial August 1988 - January 1990
Evergreen Investments fka Keystone Investor Resource Center December 1986 - August 1988
The Boston Company June 1983 - December 1986
LF Rothschild November 1982 - June 1983
Putnam Investments July 1981 - November 1982
Skills
Financial Services, Management, Financial Risk, Vendor Management, Business Analysis, Mutual Funds, Process Improvement, Requirements Analysis, Workflow Management, Project Management, CRM, Business Development, New Business Development, Business Strategy, Software Documentation, Testing, Product Management, Business Process, Risk Management, Banking
Education
Stonehill College 1977 — 1981
Bachelor of Arts, English
BNY Mellon 2011 - Present
BNY Mellon January 2001 - March 2011
PNC March 1992 - January 2001
First Data Corporation January 1990 - March 1992
Mellon Financial August 1988 - January 1990
Evergreen Investments fka Keystone Investor Resource Center December 1986 - August 1988
The Boston Company June 1983 - December 1986
LF Rothschild November 1982 - June 1983
Putnam Investments July 1981 - November 1982
Skills
Financial Services, Management, Financial Risk, Vendor Management, Business Analysis, Mutual Funds, Process Improvement, Requirements Analysis, Workflow Management, Project Management, CRM, Business Development, New Business Development, Business Strategy, Software Documentation, Testing, Product Management, Business Process, Risk Management, Banking
Education
Stonehill College 1977 — 1981
Bachelor of Arts, English
Dustin Crossman Dustin Crossman's Putnam Investments Experience September 2007 - September 2009
Job Mid Market Sales Executive Mimecast (MidAtlantic)
Industry Information Technology and Services
Experience
Mimecast April 2012 - Present
Mimecast April 2011 - April 2012
Mimecast September 2010 - April 2011
WB Mason January 2010 - September 2010
Horizon Beverage May 2006 - January 2010
Putnam Investments September 2007 - September 2009
Skills
SaaS, Business Continuity, Email Archiving, Email Encryption, Security, File Archiving, Direct Sales, Firewalls, IT Operations, New Business Development, Virtualization, VMware, Cold Calling, Cloud Computing, Enterprise Software, IT Service Management, Managed Services, Account Management, Solution Selling, Sales, Fantasy Football
Education
Stonehill College 2004 — 2008
Bachelor of Science, Business Administration Management
John Cabot University 2007 — 2007
Business Administration, Management
Mimecast April 2012 - Present
Mimecast April 2011 - April 2012
Mimecast September 2010 - April 2011
WB Mason January 2010 - September 2010
Horizon Beverage May 2006 - January 2010
Putnam Investments September 2007 - September 2009
Skills
SaaS, Business Continuity, Email Archiving, Email Encryption, Security, File Archiving, Direct Sales, Firewalls, IT Operations, New Business Development, Virtualization, VMware, Cold Calling, Cloud Computing, Enterprise Software, IT Service Management, Managed Services, Account Management, Solution Selling, Sales, Fantasy Football
Education
Stonehill College 2004 — 2008
Bachelor of Science, Business Administration Management
John Cabot University 2007 — 2007
Business Administration, Management
Jill McAlpine Jill McAlpine's Putnam Investments Experience 1997 - 2001
Job Realtor at Berkshire Hathaway HomeServices
Industry Real Estate
Experience
Berkshire Hathaway HomeServices Verani Realty February 2005 - Present
Berkshire Hathaway HomeServices Verani Realty 2005 - Present
Prudentail Verani 2005 - Present
Putnam Investments 1997 - 2001
Skills
Buyer Representation, Buyers, First Time Home Buyers, Listings, Management, Marketing, Negotiation, New Home Sales, Property, Real Estate, Sales, Sellers, Single Family Homes
Education
State University of New York at New Paltz 1988 — 1992
BS, Communications
Berkshire Hathaway HomeServices Verani Realty February 2005 - Present
Berkshire Hathaway HomeServices Verani Realty 2005 - Present
Prudentail Verani 2005 - Present
Putnam Investments 1997 - 2001
Skills
Buyer Representation, Buyers, First Time Home Buyers, Listings, Management, Marketing, Negotiation, New Home Sales, Property, Real Estate, Sales, Sellers, Single Family Homes
Education
State University of New York at New Paltz 1988 — 1992
BS, Communications
Curt Schultzberg Curt Schultzberg's Putnam Investments Experience 1995 - 1998
Job Business Development Executive at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher 2014 - Present
Minority Venture Partners 2014 - Present
Capital Strategy Associates 2013 - 2014
AXA Equitable 2007 - 2012
AXA Equitable 2003 - 2007
Thomas & Associates 2002 - 2003
AIG American General 1998 - 2001
Putnam Investments 1995 - 1998
Skills
Financial Services, Mergers & Acquisitions, Change Management, Strategy, Insurance, Investments, Competitive Analysis, Due Diligence, Mergers, Public Speaking, Portfolio Management, Investment Management, Series 7, Strategic Planning, Finance, Corporate Development, Product Development, CRM, Business Analysis, Cross-functional Team..., Employee Benefits, Employee Relations, Operations Management, Mentoring, Team Building &..., Volunteer Leadership, Compliance Monitoring, Restructuring, Strategic Communications, Business Restructuring, Client Relationship..., Communication Strategy, Income Statement, Leadership, Executive Presentations, FINRA Series 6, 7, 26 &..., Hiring & Staffing, Insurance Industry, Mergers & Acquisitions..., P&L Accountability
Education
State University of New York College at Oswego 1983 — 1987
Bachelor of Arts (BA), History & American Studies
SVSHS
Gerstein Fisher 2014 - Present
Minority Venture Partners 2014 - Present
Capital Strategy Associates 2013 - 2014
AXA Equitable 2007 - 2012
AXA Equitable 2003 - 2007
Thomas & Associates 2002 - 2003
AIG American General 1998 - 2001
Putnam Investments 1995 - 1998
Skills
Financial Services, Mergers & Acquisitions, Change Management, Strategy, Insurance, Investments, Competitive Analysis, Due Diligence, Mergers, Public Speaking, Portfolio Management, Investment Management, Series 7, Strategic Planning, Finance, Corporate Development, Product Development, CRM, Business Analysis, Cross-functional Team..., Employee Benefits, Employee Relations, Operations Management, Mentoring, Team Building &..., Volunteer Leadership, Compliance Monitoring, Restructuring, Strategic Communications, Business Restructuring, Client Relationship..., Communication Strategy, Income Statement, Leadership, Executive Presentations, FINRA Series 6, 7, 26 &..., Hiring & Staffing, Insurance Industry, Mergers & Acquisitions..., P&L Accountability
Education
State University of New York College at Oswego 1983 — 1987
Bachelor of Arts (BA), History & American Studies
SVSHS
Sean Golden Sean Golden's Putnam Investments Experience May 2014 - July 2015
Job Regional Sales Director at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US August 2015 - Present
Putnam Investments May 2014 - July 2015
Putnam Investments November 2013 - May 2014
Education
Stonehill College 2009 — 2013
Bachelor of Science (BS), Finance
Xaverian Brothers High School 2005 — 2009
High School
Columbia Threadneedle Investments, US August 2015 - Present
Putnam Investments May 2014 - July 2015
Putnam Investments November 2013 - May 2014
Education
Stonehill College 2009 — 2013
Bachelor of Science (BS), Finance
Xaverian Brothers High School 2005 — 2009
High School
Brian Dailey Brian Dailey's Putnam Investments Experience 1995 - 1997
Job Area Bench Manager at Crothall Healthcare
Industry Hospital & Health Care
Experience
Crothall Healthcare July 2014 - Present
Crothall Healthcare June 2013 - Present
Crothall Healthcare August 2012 - June 2013
Crothall Healthcare November 2010 - August 2012
Sparrow and Associates (spirits and wine brokers) 2004 - 2006
Dailey's Restaurant, LLC December 1998 - January 2003
Pioneer Investments September 1997 - December 1998
Putnam Investments 1995 - 1997
Skills
Healthcare Management, Healthcare Information..., Hospitals, Healthcare, HIPAA, Healthcare Consulting, Physician Relations, EHR, Managed Care, Revenue Cycle, Value Stream Mapping, Project Management, Staff Development, Staff Management, Team Building, Process Improvement, Operations Management, Management, Performance Improvement, Leadership, Environmental Services, Facilities Management, Training, Strategic Planning, Employee Relations, Leadership Development, Budgets, Change Management, Supervisory Skills, Hiring, Human Resources, Customer Satisfaction, Performance Management, Account Management, Organizational..., Employee Training, Coaching, Customer Service, Team Leadership, Sales, Contract Negotiation
Education
Southern New Hampshire University 1992 — 1995
BS Marketing, Business, Management, Marketing, and Related Support Services
University of North London
Study Abroad, Business, Management, Marketing, and Related Support Services
Crothall Healthcare July 2014 - Present
Crothall Healthcare June 2013 - Present
Crothall Healthcare August 2012 - June 2013
Crothall Healthcare November 2010 - August 2012
Sparrow and Associates (spirits and wine brokers) 2004 - 2006
Dailey's Restaurant, LLC December 1998 - January 2003
Pioneer Investments September 1997 - December 1998
Putnam Investments 1995 - 1997
Skills
Healthcare Management, Healthcare Information..., Hospitals, Healthcare, HIPAA, Healthcare Consulting, Physician Relations, EHR, Managed Care, Revenue Cycle, Value Stream Mapping, Project Management, Staff Development, Staff Management, Team Building, Process Improvement, Operations Management, Management, Performance Improvement, Leadership, Environmental Services, Facilities Management, Training, Strategic Planning, Employee Relations, Leadership Development, Budgets, Change Management, Supervisory Skills, Hiring, Human Resources, Customer Satisfaction, Performance Management, Account Management, Organizational..., Employee Training, Coaching, Customer Service, Team Leadership, Sales, Contract Negotiation
Education
Southern New Hampshire University 1992 — 1995
BS Marketing, Business, Management, Marketing, and Related Support Services
University of North London
Study Abroad, Business, Management, Marketing, and Related Support Services
Matthew D. Morin's Putnam Investments Experience February 2014 - January 2015
Job Sales Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement January 2015 - Present
Putnam Investments February 2014 - January 2015
Putnam Investments April 2012 - February 2014
Putnam Investments March 2011 - May 2012
Putnam Investments November 2009 - May 2011
Southern New Hampshire University April 2010 - April 2011
Southern New Hampshire University April 2009 - April 2010
ECCO Sko A/S January 2009 - May 2009
Skills
Series 63, Mutual Funds, Retirement, 401k, IRAs, Financial Services, Series 7, Asset Allocation, Wealth Management, Call Center, Accounting, Sales, Outlook, Portfolio Management, Customer Service, Time Management, Employee Benefits, Microsoft Excel, Investments, Analysis, Defined Contribution, Retirement Planning, Call Centers, Life Insurance
Education
Southern New Hampshire University 2007 — 2011
Bachelor of Science, Accounting and Finance
EMPOWER Retirement January 2015 - Present
Putnam Investments February 2014 - January 2015
Putnam Investments April 2012 - February 2014
Putnam Investments March 2011 - May 2012
Putnam Investments November 2009 - May 2011
Southern New Hampshire University April 2010 - April 2011
Southern New Hampshire University April 2009 - April 2010
ECCO Sko A/S January 2009 - May 2009
Skills
Series 63, Mutual Funds, Retirement, 401k, IRAs, Financial Services, Series 7, Asset Allocation, Wealth Management, Call Center, Accounting, Sales, Outlook, Portfolio Management, Customer Service, Time Management, Employee Benefits, Microsoft Excel, Investments, Analysis, Defined Contribution, Retirement Planning, Call Centers, Life Insurance
Education
Southern New Hampshire University 2007 — 2011
Bachelor of Science, Accounting and Finance
Aldo Barbaglia, CFP® Aldo Barbaglia, CFP®'s Putnam Investments Experience 1970 - 1974
Job Retired Financial Service Wholesaler at Retired Financial Service Executive
Industry Investment Management
Experience
after 42 year financial service career September 2011 - Present
MFS Fund Distributors January 2010 - September 2011
MFS Fund Distributors June 1981 - September 2011
MFS Investment Management June 1981 - September 2011
First Investors Corporation March 1981 - June 1981
Berkshire Equity Sales 1977 - 1981
Lincoln Financial Group/LNC Equity Sales 1974 - 1977
Putnam Investments 1970 - 1974
Putnam Investments October 1969 - October 1970
Skills
Mutual Funds, Annuities, Series 63, 401k, Series 7, Retirement Planning, Wealth Management, Asset Management, Investments, Series 24, Financial Planning, Separately Managed..., Asset Allocation, Investment Products, Executive Management, IRA's, Wholesaling, 63 Licensed, Separate Accounts, Series 6, Investment Management, Asset Managment, FINRA, Series 65, Alternative Investments, Investment Strategies, Investment Advisory, IRAs, Strategic Financial..., Uniform Combined State..., Financial Services, Securities, Financial Advisory, Hedge Funds, 63 Licenses, Wealth Management..., Fixed Annuities, ETFs, Retirement, Equities, Wholesale, Pensions, Retirement Plan..., Variable Annuities, Defined Benefit, Fixed Income, Wealth, Portfolio Management
Education
Stonehill College 1964 — 1969
AB, Economics
Catholic Memorial 1960 — 1964
High school graduate
after 42 year financial service career September 2011 - Present
MFS Fund Distributors January 2010 - September 2011
MFS Fund Distributors June 1981 - September 2011
MFS Investment Management June 1981 - September 2011
First Investors Corporation March 1981 - June 1981
Berkshire Equity Sales 1977 - 1981
Lincoln Financial Group/LNC Equity Sales 1974 - 1977
Putnam Investments 1970 - 1974
Putnam Investments October 1969 - October 1970
Skills
Mutual Funds, Annuities, Series 63, 401k, Series 7, Retirement Planning, Wealth Management, Asset Management, Investments, Series 24, Financial Planning, Separately Managed..., Asset Allocation, Investment Products, Executive Management, IRA's, Wholesaling, 63 Licensed, Separate Accounts, Series 6, Investment Management, Asset Managment, FINRA, Series 65, Alternative Investments, Investment Strategies, Investment Advisory, IRAs, Strategic Financial..., Uniform Combined State..., Financial Services, Securities, Financial Advisory, Hedge Funds, 63 Licenses, Wealth Management..., Fixed Annuities, ETFs, Retirement, Equities, Wholesale, Pensions, Retirement Plan..., Variable Annuities, Defined Benefit, Fixed Income, Wealth, Portfolio Management
Education
Stonehill College 1964 — 1969
AB, Economics
Catholic Memorial 1960 — 1964
High school graduate
Chelsea Mattinson Chelsea Mattinson's Putnam Investments Experience June 2011 - June 2012
Job Benefits Administrator
Industry Financial Services
Experience
Insurance Solutions Corporation July 2015 - Present
Cross Insurance February 2014 - July 2015
The Financial Group May 2013 - February 2014
FairPoint Communications January 2013 - March 2013
Putnam Investments June 2011 - June 2012
Skills
Outlook, Access, Microsoft Excel, Microsoft Word, Payroll, Microsoft Office, PowerPoint, Administrative..., Customer Service, Travel Arrangements, Calendaring, Spreadsheets, Management, Social Media, Telephone Skills, Office Management, Employee Benefits, Lotus Notes, Advertising, Invoicing, Editing, Time Management, Administration, Insurance, Fax, Calendars, Event Planning, Lead Generation, Customer Satisfaction, Call Centers, Internet Explorer, Sales, Teamwork, Budgets, File Management, Office Administration, Office Equipment, Microsoft Office 2007, Meeting Scheduling, Travel Planning, Adobe Acrobat, 10 Key, Microsoft Publisher, Organization, Filing, Leadership, ADP Payroll, Multi-line Phone, High Level Of...
Education
Southern New Hampshire University 2015 — 2017
Master's of Business Administration, Project Management
Southern New Hampshire University 2010 — 2013
Bachelor of Science (BS), Business Administration
Insurance Solutions Corporation July 2015 - Present
Cross Insurance February 2014 - July 2015
The Financial Group May 2013 - February 2014
FairPoint Communications January 2013 - March 2013
Putnam Investments June 2011 - June 2012
Skills
Outlook, Access, Microsoft Excel, Microsoft Word, Payroll, Microsoft Office, PowerPoint, Administrative..., Customer Service, Travel Arrangements, Calendaring, Spreadsheets, Management, Social Media, Telephone Skills, Office Management, Employee Benefits, Lotus Notes, Advertising, Invoicing, Editing, Time Management, Administration, Insurance, Fax, Calendars, Event Planning, Lead Generation, Customer Satisfaction, Call Centers, Internet Explorer, Sales, Teamwork, Budgets, File Management, Office Administration, Office Equipment, Microsoft Office 2007, Meeting Scheduling, Travel Planning, Adobe Acrobat, 10 Key, Microsoft Publisher, Organization, Filing, Leadership, ADP Payroll, Multi-line Phone, High Level Of...
Education
Southern New Hampshire University 2015 — 2017
Master's of Business Administration, Project Management
Southern New Hampshire University 2010 — 2013
Bachelor of Science (BS), Business Administration
Lisa DeConto Lisa DeConto's Putnam Investments Experience 2000 - 2004
Job Executive Director at Russell Reynolds Associates
Industry Staffing and Recruiting
Experience
Russell Reynolds Associates 2014 - Present
76 Search Partners LLC 2010 - 2014
Heidrick & Struggles August 2008 - 2010
75 Search Partners LLC 2004 - 2008
Putnam Investments 2000 - 2004
TMP / Lamalie Amrop / Westgate Group 1998 - 2000
Boston Institutional Services 1993 - 1998
Kidder Peabody 1989 - 1991
Credit Suisse First Boston 1985 - 1989
Skills
Executive Search, Fixed Income, Investment Management, Financial Services, Talent Acquisition, Executive Coaching, Recruiting, Equities, Risk Management, Asset Managment, Relationship Cultivation
Education
St. Lawrence University 1980 — 1984
Bachelor of Arts (BA), English
Institute for Professional Excellence in Coaching (iPEC)
Certified Professional Coach
Russell Reynolds Associates 2014 - Present
76 Search Partners LLC 2010 - 2014
Heidrick & Struggles August 2008 - 2010
75 Search Partners LLC 2004 - 2008
Putnam Investments 2000 - 2004
TMP / Lamalie Amrop / Westgate Group 1998 - 2000
Boston Institutional Services 1993 - 1998
Kidder Peabody 1989 - 1991
Credit Suisse First Boston 1985 - 1989
Skills
Executive Search, Fixed Income, Investment Management, Financial Services, Talent Acquisition, Executive Coaching, Recruiting, Equities, Risk Management, Asset Managment, Relationship Cultivation
Education
St. Lawrence University 1980 — 1984
Bachelor of Arts (BA), English
Institute for Professional Excellence in Coaching (iPEC)
Certified Professional Coach
Alyssa Moniz Alyssa Moniz's Putnam Investments Experience December 2012 - July 2013
Job Acquisition Program Manager at United States Air Force
Industry Program Development
Experience
United States Air Force July 2013 - Present
Lynn and Jen’s Dance Studio September 2009 - Present
Putnam Investments December 2012 - July 2013
Environmental Restoration and Cleaning LLC October 2009 - December 2012
Dunkin Donuts August 2005 - June 2012
Skills
Management, Customer Satisfaction, Teaching, Dance, Fax, Microsoft Office, Leadership, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Time Management, Research, Team Leadership, Access, Outlook, Training
Education
Southern New Hampshire University 2014 — 2015
Master of Business Administration (MBA), Project Management
UMass Lowell 2008 — 2012
Bachelor of Science (BS), Business Administration concentration in Finance
Burlington High School
United States Air Force July 2013 - Present
Lynn and Jen’s Dance Studio September 2009 - Present
Putnam Investments December 2012 - July 2013
Environmental Restoration and Cleaning LLC October 2009 - December 2012
Dunkin Donuts August 2005 - June 2012
Skills
Management, Customer Satisfaction, Teaching, Dance, Fax, Microsoft Office, Leadership, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Time Management, Research, Team Leadership, Access, Outlook, Training
Education
Southern New Hampshire University 2014 — 2015
Master of Business Administration (MBA), Project Management
UMass Lowell 2008 — 2012
Bachelor of Science (BS), Business Administration concentration in Finance
Burlington High School
Michael Gillespie Jr. Michael Gillespie Jr.'s Putnam Investments Experience October 2013 - November 2014
Job Control Accountant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments December 2014 - Present
Putnam Investments October 2013 - November 2014
Putnam Investments November 2011 - October 2013
First Investors May 2013 - September 2013
Rubino Landscaping May 2007 - 2011
Skills
Mutual Funds, Boss Systems, Financial Analysis, Financial Reporting, Life Insurance, Finance, Economics, Financial Services, Accounting, Bloomberg, Investments, Wealth Management, Strategic Financial..., Securities, Retirement, Equities, Financial Planning
Education
University of Massachusetts Lowell 2010 — 2014
BSBA, Finance, Economics
Central Catholic High School
Southern New Hampshire University
Master's Degree, Finance
John Hancock Investments December 2014 - Present
Putnam Investments October 2013 - November 2014
Putnam Investments November 2011 - October 2013
First Investors May 2013 - September 2013
Rubino Landscaping May 2007 - 2011
Skills
Mutual Funds, Boss Systems, Financial Analysis, Financial Reporting, Life Insurance, Finance, Economics, Financial Services, Accounting, Bloomberg, Investments, Wealth Management, Strategic Financial..., Securities, Retirement, Equities, Financial Planning
Education
University of Massachusetts Lowell 2010 — 2014
BSBA, Finance, Economics
Central Catholic High School
Southern New Hampshire University
Master's Degree, Finance
Patrick Caine Patrick Caine's Putnam Investments Experience June 2014 - Present
Job Regional Marketing Associate at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2014 - Present
Putnam Investments November 2013 - June 2014
Merrill Lynch July 2012 - August 2012
Coho Investment Partners May 2010 - August 2010
iFractal May 2009 - June 2009
Skills
Microsoft Excel, Investments, PowerPoint, Public Speaking, Microsoft Word, Microsoft Office, Research, Outlook, Facebook, Social Media, Editing, Data Entry, Stata, Bloomberg Terminal
Education
Stonehill College 2010 — 2013
Bachelor of Science (B.S.) and Bachelor of Arts (B.A), Business Administration-Finance and Economics
Conestoga High School 2005 — 2009
Putnam Investments June 2014 - Present
Putnam Investments November 2013 - June 2014
Merrill Lynch July 2012 - August 2012
Coho Investment Partners May 2010 - August 2010
iFractal May 2009 - June 2009
Skills
Microsoft Excel, Investments, PowerPoint, Public Speaking, Microsoft Word, Microsoft Office, Research, Outlook, Facebook, Social Media, Editing, Data Entry, Stata, Bloomberg Terminal
Education
Stonehill College 2010 — 2013
Bachelor of Science (B.S.) and Bachelor of Arts (B.A), Business Administration-Finance and Economics
Conestoga High School 2005 — 2009
Katie Devriendt's Putnam Investments Experience June 2010 - June 2012
Job Academic Advising Team Lead at Southern New Hampshire University's COCE
Industry Higher Education
Experience
Southern New Hampshire University July 2014 - Present
Southern New Hampshire University - College of Online and Continuing Education January 2013 - July 2014
Santander Bank, N.A. June 2012 - December 2012
Putnam Investments June 2010 - June 2012
Cooperative Alliance for Regional Transportation August 2009 - December 2009
AARP May 2008 - August 2009
Skills
Mutual Funds, Sales Prospecting, Building Relationships, Communication, Mediation, Salesforce.com, Sales Presentations, Sales, Alternative Investments, Microsoft Office, Academic Advising, Datatel, CRM, Marketing Communications, Fundraising, Writing, Social Networking, Social Media..., Marketing, Public Relations, Facebook, Press Releases, Social Media Marketing
Education
Southern New Hampshire University 2013 — 2015
M.A. Communications, Public Relations
University of New Hampshire 2006 — 2010
B.A., Communication: Business Applications, Spanish Minor
Londonderry Senior High School
Southern New Hampshire University July 2014 - Present
Southern New Hampshire University - College of Online and Continuing Education January 2013 - July 2014
Santander Bank, N.A. June 2012 - December 2012
Putnam Investments June 2010 - June 2012
Cooperative Alliance for Regional Transportation August 2009 - December 2009
AARP May 2008 - August 2009
Skills
Mutual Funds, Sales Prospecting, Building Relationships, Communication, Mediation, Salesforce.com, Sales Presentations, Sales, Alternative Investments, Microsoft Office, Academic Advising, Datatel, CRM, Marketing Communications, Fundraising, Writing, Social Networking, Social Media..., Marketing, Public Relations, Facebook, Press Releases, Social Media Marketing
Education
Southern New Hampshire University 2013 — 2015
M.A. Communications, Public Relations
University of New Hampshire 2006 — 2010
B.A., Communication: Business Applications, Spanish Minor
Londonderry Senior High School
Rich Marciano Rich Marciano's Putnam Investments Experience December 2009 - September 2011
Job Registered Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. January 2013 - Present
BTS Asset Management September 2011 - January 2013
Putnam Investments December 2009 - September 2011
Education
Southern New Hampshire University
B.S., Business Administration
Southern New Hampshire University
M.S., Finance Canidate
University of New Hampshire
UBS Financial Services Inc. January 2013 - Present
BTS Asset Management September 2011 - January 2013
Putnam Investments December 2009 - September 2011
Education
Southern New Hampshire University
B.S., Business Administration
Southern New Hampshire University
M.S., Finance Canidate
University of New Hampshire
Olivia Cotroneo's Putnam Investments Experience June 2015 - August 2015
Job Full time student
Industry Financial Services
Experience
Southern New Hampshire University September 2014 - Present
Southern New Hampshire University September 2013 - Present
Putnam Investments June 2015 - August 2015
Work Out World February 2013 - June 2015
Tan-o-licious June 2011 - July 2012
Market Basket June 2009 - June 2011
Skills
Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Professional Phone..., Critical Thinking, Microsoft Excel, Public Speaking, Research, Social Media, English, HTML, Java, Customer Service, Phone Etiquette, Sales, TA2000, Social Networking, Networking, Time Management, Leadership, Team Leadership, Team Building, Sales Operations, Customer Satisfaction, Customer Engagement, Time-efficient, Business Efficiency, Facebook, Social Media Marketing, Communication, Management, Data Entry, Access, Marketing, Telephone Skills, Outlook, Problem Solving, Strategic Planning, Event Planning, Data Analysis, Cashiering
Education
Southern New Hampshire University 2013 — 2016
Bachelor’s Degree, Business Administration, Senior
Bishop Guertin High school 2009 — 2013
High School Dipolma
Southern New Hampshire University September 2014 - Present
Southern New Hampshire University September 2013 - Present
Putnam Investments June 2015 - August 2015
Work Out World February 2013 - June 2015
Tan-o-licious June 2011 - July 2012
Market Basket June 2009 - June 2011
Skills
Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Professional Phone..., Critical Thinking, Microsoft Excel, Public Speaking, Research, Social Media, English, HTML, Java, Customer Service, Phone Etiquette, Sales, TA2000, Social Networking, Networking, Time Management, Leadership, Team Leadership, Team Building, Sales Operations, Customer Satisfaction, Customer Engagement, Time-efficient, Business Efficiency, Facebook, Social Media Marketing, Communication, Management, Data Entry, Access, Marketing, Telephone Skills, Outlook, Problem Solving, Strategic Planning, Event Planning, Data Analysis, Cashiering
Education
Southern New Hampshire University 2013 — 2016
Bachelor’s Degree, Business Administration, Senior
Bishop Guertin High school 2009 — 2013
High School Dipolma
Shane Maguire Shane Maguire's Putnam Investments Experience August 2012 - May 2015
Job Audit Associate at Kelmar Associates
Industry Financial Services
Experience
Kelmar Associates May 2015 - Present
Putnam Investments August 2012 - May 2015
Putnam Investments October 2011 - August 2012
Market Basket October 2006 - December 2011
Tewksbury State Hospital June 2010 - August 2011
Skills
Mutual Funds, Lotus Notes, Financial Services, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Variable Annuities, Microsoft Word, Bloomberg, TotalView, TA2000, Accounting, Call Center, Finance, Stocks, Account Reconciliation, Stock Market, Alternative Energy, Solar Energy, Time Management
Education
University of Massachusetts Lowell 2014 — 2015
Master's Degree, Accounting
University of Massachusetts at Lowell 2011 — 2014
Bachelor of Science, Business Administration, Accounting
Southern New Hampshire University 2010 — 2010
Business
Kelmar Associates May 2015 - Present
Putnam Investments August 2012 - May 2015
Putnam Investments October 2011 - August 2012
Market Basket October 2006 - December 2011
Tewksbury State Hospital June 2010 - August 2011
Skills
Mutual Funds, Lotus Notes, Financial Services, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Variable Annuities, Microsoft Word, Bloomberg, TotalView, TA2000, Accounting, Call Center, Finance, Stocks, Account Reconciliation, Stock Market, Alternative Energy, Solar Energy, Time Management
Education
University of Massachusetts Lowell 2014 — 2015
Master's Degree, Accounting
University of Massachusetts at Lowell 2011 — 2014
Bachelor of Science, Business Administration, Accounting
Southern New Hampshire University 2010 — 2010
Business
John Wadsworth John Wadsworth's Putnam Investments Experience October 1999 - January 2001
Job Director at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management January 2001 - Present
Putnam Investments October 1999 - January 2001
Gannett Welsh & Kotler September 1996 - June 1999
Morgan Stanley September 1995 - September 1996
Education
St. Lawrence University 1991 — 1995
Middlesex School 1988 — 1991
MFS Investment Management January 2001 - Present
Putnam Investments October 1999 - January 2001
Gannett Welsh & Kotler September 1996 - June 1999
Morgan Stanley September 1995 - September 1996
Education
St. Lawrence University 1991 — 1995
Middlesex School 1988 — 1991
Charles Wisniewski Charles Wisniewski's Putnam Investments Experience September 2015 - Present
Job DMS Representative at Putnam Investments
Industry Investment Management
Experience
Putnam Investments September 2015 - Present
Putnam Investments September 2014 - September 2015
Kellison & Company January 2014 - September 2014
Cavaliers Operating Company- Lake Erie Monsters May 2011 - August 2011
Skills
Team Leadership, Highly Dedicated, Social Skills, Highly motivated..., Passion for Success, Time Management, Leadership
Education
Southern New Hampshire University 2009 — 2013
Bachelor's degree, Sports Management
Saint Edward High School 2004 — 2007
Putnam Investments September 2015 - Present
Putnam Investments September 2014 - September 2015
Kellison & Company January 2014 - September 2014
Cavaliers Operating Company- Lake Erie Monsters May 2011 - August 2011
Skills
Team Leadership, Highly Dedicated, Social Skills, Highly motivated..., Passion for Success, Time Management, Leadership
Education
Southern New Hampshire University 2009 — 2013
Bachelor's degree, Sports Management
Saint Edward High School 2004 — 2007
Lisa Garside's Putnam Investments Experience August 2000 - October 2005
Job Owner/Instructor Ohana Yoga
Industry Health, Wellness and Fitness
Experience
Ohana Yoga September 2011 - Present
Yoga with Lisa January 2007 - September 2011
Cape Coral Wellness Center July 2006 - March 2009
Lithe & Easy Yoga March 2006 - October 2008
Seasons of Yoga March 2004 - January 2006
Putnam Investments August 2000 - October 2005
Investors Bank & Trust February 1997 - July 2000
Skills
Yoga, Yoga Nidra, Children's Yoga, Chair Yoga, Hatha Yoga, Mutual Funds, Meditation, Public Speaking, Wellness, Investments, Teaching
Education
Principle-Based Partner Yoga™ 2011 — 2011
Partner Yoga
Lithe & Easy Yoga 2006 — 2008
200 hour Yoga Certificate, Yoga
NESTA - National Endurance & Sports Training Association 2003 — 2004
Yoga and Personal Training
Southern New Hampshire University 2001 — 2002
Masters
University of Massachusetts Lowell 1992 — 1997
Bachelors, Finance and Management
Ohana Yoga September 2011 - Present
Yoga with Lisa January 2007 - September 2011
Cape Coral Wellness Center July 2006 - March 2009
Lithe & Easy Yoga March 2006 - October 2008
Seasons of Yoga March 2004 - January 2006
Putnam Investments August 2000 - October 2005
Investors Bank & Trust February 1997 - July 2000
Skills
Yoga, Yoga Nidra, Children's Yoga, Chair Yoga, Hatha Yoga, Mutual Funds, Meditation, Public Speaking, Wellness, Investments, Teaching
Education
Principle-Based Partner Yoga™ 2011 — 2011
Partner Yoga
Lithe & Easy Yoga 2006 — 2008
200 hour Yoga Certificate, Yoga
NESTA - National Endurance & Sports Training Association 2003 — 2004
Yoga and Personal Training
Southern New Hampshire University 2001 — 2002
Masters
University of Massachusetts Lowell 1992 — 1997
Bachelors, Finance and Management
Charlene Chinn, JD's Putnam Investments Experience May 2013 - August 2013
Job HR Assistant, Relationship Management
Industry Financial Services
Experience
Wellington Management July 2015 - Present
Wellington Management September 2013 - July 2015
National Black Women's Society Inc. 2012 - 2015
National Black Women's Society Inc. 2012 - 2015
Putnam Investments May 2013 - August 2013
PAREXEL October 2012 - January 2013
Dana-Farber Cancer Institute August 2011 - September 2012
DANA FARBER CANCER INSTITUTE, INC June 2007 - August 2011
National Black Law Students Association June 2009 - June 2010
LAW OFFICE OF GOLDSTEIN & CLEGG, LLC January 2010 - May 2010
Skills
PowerPoint, Excel, Word, Outlook, PeopleSoft, Legal Research, Microsoft Office, Research, Microsoft Word, Microsoft Excel, Recruiting, Policy, Legal Writing, Leadership, Analysis, Employment Law, Onboarding, Management
Education
MASSACHUSETS SCHOOL OF LAW 2007 — 2010
Juris Doctor, Law
Springfield College 2003 — 2007
B.S, Criminal Justice
Wellington Management July 2015 - Present
Wellington Management September 2013 - July 2015
National Black Women's Society Inc. 2012 - 2015
National Black Women's Society Inc. 2012 - 2015
Putnam Investments May 2013 - August 2013
PAREXEL October 2012 - January 2013
Dana-Farber Cancer Institute August 2011 - September 2012
DANA FARBER CANCER INSTITUTE, INC June 2007 - August 2011
National Black Law Students Association June 2009 - June 2010
LAW OFFICE OF GOLDSTEIN & CLEGG, LLC January 2010 - May 2010
Skills
PowerPoint, Excel, Word, Outlook, PeopleSoft, Legal Research, Microsoft Office, Research, Microsoft Word, Microsoft Excel, Recruiting, Policy, Legal Writing, Leadership, Analysis, Employment Law, Onboarding, Management
Education
MASSACHUSETS SCHOOL OF LAW 2007 — 2010
Juris Doctor, Law
Springfield College 2003 — 2007
B.S, Criminal Justice
Jon Delmonico's Putnam Investments Experience February 1999 - October 2001
Job Customer Service Account Manager at PlotWatt
Industry Restaurants
Experience
PlotWatt February 2015 - Present
Highwoods Properties June 2012 - February 2015
Highwoods Properties March 2009 - June 2012
Fidelity Investments December 2007 - February 2009
Fidelity Investments September 2003 - December 2007
M&T Securities July 2002 - October 2003
Metlife Securities December 2001 - July 2002
Putnam Investments February 1999 - October 2001
YMCA 1996 - 1998
Skills
Team Leadership, Research Project..., Pensions, Non-Qualified Deferred..., Process Improvement, Call Center, Employee Benefits, Benefits Administration, Vendor Management, Investments, Customer Service, Relationship Management, Asset Managment, Series 63, Call Centers, Leadership, Management, Human Resources, Training, Finance, Microsoft Office, Real Estate
Education
Buffalo State College 1992 — 1996
Bachelor of Arts, Mass Communications
State University of New York College at Buffalo 1992 — 1996
BA, Communications
PlotWatt February 2015 - Present
Highwoods Properties June 2012 - February 2015
Highwoods Properties March 2009 - June 2012
Fidelity Investments December 2007 - February 2009
Fidelity Investments September 2003 - December 2007
M&T Securities July 2002 - October 2003
Metlife Securities December 2001 - July 2002
Putnam Investments February 1999 - October 2001
YMCA 1996 - 1998
Skills
Team Leadership, Research Project..., Pensions, Non-Qualified Deferred..., Process Improvement, Call Center, Employee Benefits, Benefits Administration, Vendor Management, Investments, Customer Service, Relationship Management, Asset Managment, Series 63, Call Centers, Leadership, Management, Human Resources, Training, Finance, Microsoft Office, Real Estate
Education
Buffalo State College 1992 — 1996
Bachelor of Arts, Mass Communications
State University of New York College at Buffalo 1992 — 1996
BA, Communications
Renee Viau Renee Viau's Putnam Investments Experience August 1998 - March 2000
Job Administrative Assistant II/Inside Sales for Phase Mask and Gratings at Coherent
Industry Electrical/Electronic Manufacturing
Experience
Coherent July 2007 - Present
ADP Retirement Services June 2000 - June 2006
Putnam Investments August 1998 - March 2000
Skills
Purchasing, Software Documentation, Outlook, Microsoft Office, Microsoft Excel, Troubleshooting, Microsoft Word, PowerPoint, Accounts Payable, Employee Relations, Human Resources, Customer Service, Management, Sales, Process Improvement, Onboarding, Invoicing, Time Management, Interviews, Employee Benefits, Training, Team Building, Continuous Improvement, Manufacturing, Product Development, Project Management
Education
Southern New Hampshire University 2014 — 2015
Certificate in Human Resource Management, HR Management, 3.89
Coherent July 2007 - Present
ADP Retirement Services June 2000 - June 2006
Putnam Investments August 1998 - March 2000
Skills
Purchasing, Software Documentation, Outlook, Microsoft Office, Microsoft Excel, Troubleshooting, Microsoft Word, PowerPoint, Accounts Payable, Employee Relations, Human Resources, Customer Service, Management, Sales, Process Improvement, Onboarding, Invoicing, Time Management, Interviews, Employee Benefits, Training, Team Building, Continuous Improvement, Manufacturing, Product Development, Project Management
Education
Southern New Hampshire University 2014 — 2015
Certificate in Human Resource Management, HR Management, 3.89
Allen Thuong's Putnam Investments Experience January 2009 - May 2009
Job Senior Corporate Actions Specialist
Industry Financial Services
Experience
State Street Bank May 2013 - Present
Primerica September 2010 - Present
State Street Bank January 2012 - May 2013
State Street Bank October 2009 - January 2012
Putnam Investments January 2009 - May 2009
Collegiate Entrepreneurs Inc. January 2006 - September 2007
Skills
Bloomberg, Finance, Forecasting, Financial Analysis, Financial Modeling, Data Analysis, Microsoft Office, Financial Services, Mutual Funds, Term Life Insurance, Fixed Annuities, Variable Annuities, Client Prospecting, Sales Prospecting, Sales, Customer Service, Recruiting
Education
Stonehill College 2005 — 2009
Bachelor of Science in Business Administration, Finance, Economics
University of International Business and Economics 2008 — 2008
Business, Economics, International Business, Chinese
State Street Bank May 2013 - Present
Primerica September 2010 - Present
State Street Bank January 2012 - May 2013
State Street Bank October 2009 - January 2012
Putnam Investments January 2009 - May 2009
Collegiate Entrepreneurs Inc. January 2006 - September 2007
Skills
Bloomberg, Finance, Forecasting, Financial Analysis, Financial Modeling, Data Analysis, Microsoft Office, Financial Services, Mutual Funds, Term Life Insurance, Fixed Annuities, Variable Annuities, Client Prospecting, Sales Prospecting, Sales, Customer Service, Recruiting
Education
Stonehill College 2005 — 2009
Bachelor of Science in Business Administration, Finance, Economics
University of International Business and Economics 2008 — 2008
Business, Economics, International Business, Chinese
Thomas R. Platt CIMA Thomas R. Platt CIMA's Putnam Investments Experience February 2002 - March 2007
Job Director, OptionsOverlay Services at Connors Investor Services, Inc.
Industry Financial Services
Experience
Connors Investor Services, Inc. November 2013 - Present
BlackRock, iShares April 2007 - June 2011
Putnam Investments February 2002 - March 2007
Munder Capital Management August 1996 - January 2002
John Hancock Life Insurance Company (U.S.A.) May 1990 - September 1992
Education
State University of New York College at Geneseo 1986 — 1990
Bachelor's degree, Political Science
Connors Investor Services, Inc. November 2013 - Present
BlackRock, iShares April 2007 - June 2011
Putnam Investments February 2002 - March 2007
Munder Capital Management August 1996 - January 2002
John Hancock Life Insurance Company (U.S.A.) May 1990 - September 1992
Education
State University of New York College at Geneseo 1986 — 1990
Bachelor's degree, Political Science
Andrei Medeiros Andrei Medeiros's Putnam Investments Experience December 2007 - March 2009
Job Supply Chain Manager at Alliance Tire Americas, Inc.
Industry Logistics and Supply Chain
Experience
Alliance Tire Americas, Inc. May 2015 - Present
Alliance Tire Americas, Inc. August 2014 - May 2015
Alliance Tire Americas, Inc. February 2014 - September 2014
Alliance Tire Group September 2013 - February 2014
Alliance Tires September 2012 - September 2013
Alliance Tires November 2011 - September 2012
Potpourri Group June 2010 - November 2011
EPS Painting & Services, Inc May 2006 - June 2010
Putnam Investments December 2007 - March 2009
Vector Marketing December 2006 - February 2007
Skills
English, Portuguese, Spanish, Logistics, Import Export, Import/Export Operations, Invoicing, Microsoft Excel, Customs Regulations, Microsoft Office, Sales, Management, Customer Service, Analysis, Leadership, Strategic Planning, Team Leadership, Export, Teamwork, Training, Shipping, Cross-functional Team..., Business Strategy, Import, Entrepreneurship, Time Management
Education
Southern New Hampshire University 2006 — 2010
Bachelor of Science, International Business
ITRC - International Trade Resource Center 2008 — 2009
Certificate, Export Logistics
Alliance Tire Americas, Inc. May 2015 - Present
Alliance Tire Americas, Inc. August 2014 - May 2015
Alliance Tire Americas, Inc. February 2014 - September 2014
Alliance Tire Group September 2013 - February 2014
Alliance Tires September 2012 - September 2013
Alliance Tires November 2011 - September 2012
Potpourri Group June 2010 - November 2011
EPS Painting & Services, Inc May 2006 - June 2010
Putnam Investments December 2007 - March 2009
Vector Marketing December 2006 - February 2007
Skills
English, Portuguese, Spanish, Logistics, Import Export, Import/Export Operations, Invoicing, Microsoft Excel, Customs Regulations, Microsoft Office, Sales, Management, Customer Service, Analysis, Leadership, Strategic Planning, Team Leadership, Export, Teamwork, Training, Shipping, Cross-functional Team..., Business Strategy, Import, Entrepreneurship, Time Management
Education
Southern New Hampshire University 2006 — 2010
Bachelor of Science, International Business
ITRC - International Trade Resource Center 2008 — 2009
Certificate, Export Logistics
Andrew Bessette's Putnam Investments Experience December 2008 - March 2009
Job Operations Analyst Fidelity Capital Markets at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
Fidelity Investments July 2010 - March 2012
North Easton Savings Bank October 2009 - May 2010
Bessette Financial Services January 2007 - January 2010
Putnam Investments December 2008 - March 2009
Skills
Investments, Microsoft Excel, Data Analysis, Analysis, Banking, Finance, Accounting, Corporate Finance, Training, Internal Controls, Financial Accounting, Financial Analysis, Financial Modeling, Management, Financial Planning, Microsoft Office
Education
Stonehill College 2006 — 2010
Bachelor of Science, Business Administration; Finance
Fidelity Investments March 2012 - Present
Fidelity Investments July 2010 - March 2012
North Easton Savings Bank October 2009 - May 2010
Bessette Financial Services January 2007 - January 2010
Putnam Investments December 2008 - March 2009
Skills
Investments, Microsoft Excel, Data Analysis, Analysis, Banking, Finance, Accounting, Corporate Finance, Training, Internal Controls, Financial Accounting, Financial Analysis, Financial Modeling, Management, Financial Planning, Microsoft Office
Education
Stonehill College 2006 — 2010
Bachelor of Science, Business Administration; Finance
Marc Holtman Marc Holtman's Putnam Investments Experience August 1999 - July 2001
Job Assets Protection Business Partner at Target
Industry Retail
Experience
Target June 2014 - Present
Target August 2010 - June 2014
Target Corporation January 2009 - August 2010
Target Corporation April 2007 - January 2009
Target Corporation January 2005 - April 2007
Target Corporation July 2001 - January 2005
Putnam Investments August 1999 - July 2001
Skills
Inventory Management, Retail, Customer Service, Employee Relations, Asset Protection, Investigations, Physical Security, Private Investigations, Organized Retail Crime, Inventory Control, Shrinkage, Loss Prevention, Internal Investigations, Interrogation Techniques, Leadership, Store Management, Management
Education
Stonehill College 1995 — 1999
BA, Criminal Justice
Avon Old Farms School 1993 — 1995
Target June 2014 - Present
Target August 2010 - June 2014
Target Corporation January 2009 - August 2010
Target Corporation April 2007 - January 2009
Target Corporation January 2005 - April 2007
Target Corporation July 2001 - January 2005
Putnam Investments August 1999 - July 2001
Skills
Inventory Management, Retail, Customer Service, Employee Relations, Asset Protection, Investigations, Physical Security, Private Investigations, Organized Retail Crime, Inventory Control, Shrinkage, Loss Prevention, Internal Investigations, Interrogation Techniques, Leadership, Store Management, Management
Education
Stonehill College 1995 — 1999
BA, Criminal Justice
Avon Old Farms School 1993 — 1995
Christopher Ptaszenski Christopher Ptaszenski's Putnam Investments Experience January 2007 - Present
Job Project Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2007 - Present
Putnam Investments January 2002 - January 2007
Putnam Investments August 2000 - January 2002
Skills
Mutual Funds, Business Analysis, Risk Management, Quality Assurance, Analysis, Financial Services, Process Improvement
Education
Southern New Hampshire University 2011 — 2013
MBA, Global Business Management
University of Massachusetts Dartmouth 1998 — 2003
BS, Finance
Putnam Investments January 2007 - Present
Putnam Investments January 2002 - January 2007
Putnam Investments August 2000 - January 2002
Skills
Mutual Funds, Business Analysis, Risk Management, Quality Assurance, Analysis, Financial Services, Process Improvement
Education
Southern New Hampshire University 2011 — 2013
MBA, Global Business Management
University of Massachusetts Dartmouth 1998 — 2003
BS, Finance
Joshua Gomez's Putnam Investments Experience December 2009 - May 2010
Job Field Service Manager of the Technology Help Desk at Southern New Hampshire University
Industry Higher Education
Experience
Southern New Hampshire University July 2015 - Present
Southern New Hampshire University November 2012 - July 2015
Southern New Hampshire University October 2011 - November 2012
Best Buy Co., Inc May 2010 - October 2011
Eisenberg, Vital & Ryze Advertising September 2010 - May 2011
Christenson for Mayor Campaign 2011 - 2011
Putnam Investments December 2009 - May 2010
Southern New Hampshire University Athletic Complex September 2008 - May 2010
Skills
Marketing Strategy, Marketing Research, Branding & Identity, Calculus, Advertising, Social Media, Public Relations, Research, Marketing Communications, Marketing, Social Media Marketing, PowerPoint, Event Management, Event Planning, Customer Service, Higher Education, Illustrator, Time Management, Strategy, Management, CRM
Education
Southern New Hampshire University 2011 — 2014
Master of Business Administration (MBA), Leadership
Southern New Hampshire University 2007 — 2011
Bachelor's of Science, Marketing
Southern New Hampshire University July 2015 - Present
Southern New Hampshire University November 2012 - July 2015
Southern New Hampshire University October 2011 - November 2012
Best Buy Co., Inc May 2010 - October 2011
Eisenberg, Vital & Ryze Advertising September 2010 - May 2011
Christenson for Mayor Campaign 2011 - 2011
Putnam Investments December 2009 - May 2010
Southern New Hampshire University Athletic Complex September 2008 - May 2010
Skills
Marketing Strategy, Marketing Research, Branding & Identity, Calculus, Advertising, Social Media, Public Relations, Research, Marketing Communications, Marketing, Social Media Marketing, PowerPoint, Event Management, Event Planning, Customer Service, Higher Education, Illustrator, Time Management, Strategy, Management, CRM
Education
Southern New Hampshire University 2011 — 2014
Master of Business Administration (MBA), Leadership
Southern New Hampshire University 2007 — 2011
Bachelor's of Science, Marketing
Brian Ciofrone Brian Ciofrone's Putnam Investments Experience 2005 - January 2007
Job Senior Money Market Operations Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2011 - Present
Fidelity Investments August 2010 - October 2011
State Street January 2007 - August 2010
Putnam Investments 2005 - January 2007
Putnam Investments 2004 - 2005
Skills
Access, Excel, Customer Relations, Word, Fixed Income, Process Improvement, Financial Services, Securities, Strategic Planning, Data Analysis, Project Management, Management, Outlook, Analysis, Business Analysis, PowerPoint, Leadership, Accounting, Microsoft Office, Microsoft Word, Business Development, Risk Management, Time Management, Microsoft Excel
Education
Southern New Hampshire University 2011 — 2014
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2003
B.S., Business Administration with a Concentration in Finance
Fidelity Investments October 2011 - Present
Fidelity Investments August 2010 - October 2011
State Street January 2007 - August 2010
Putnam Investments 2005 - January 2007
Putnam Investments 2004 - 2005
Skills
Access, Excel, Customer Relations, Word, Fixed Income, Process Improvement, Financial Services, Securities, Strategic Planning, Data Analysis, Project Management, Management, Outlook, Analysis, Business Analysis, PowerPoint, Leadership, Accounting, Microsoft Office, Microsoft Word, Business Development, Risk Management, Time Management, Microsoft Excel
Education
Southern New Hampshire University 2011 — 2014
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1999 — 2003
B.S., Business Administration with a Concentration in Finance
Renee Studer Renee Studer's Putnam Investments Experience November 1997 - November 2004
Job Business Acceptance Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments September 2009 - Present
Fidelity Investments November 2006 - September 2009
Fidelity Investments November 2004 - May 2006
Putnam Investments November 1997 - November 2004
Skills
Securities, AML, Mutual Funds, Securities Regulation, OFAC, Financial Services, Equities, ERISA, Risk Management, Investments, Financial Risk, Investment Advisory, Fixed Income, 401k
Education
Southern New Hampshire University 1993 — 1997
Bachelor’s of Science Degree, Business Administration and Management, General
West High School 1985 — 1989
Diploma, General Studies
Fidelity Investments November 2014 - Present
Fidelity Investments September 2009 - Present
Fidelity Investments November 2006 - September 2009
Fidelity Investments November 2004 - May 2006
Putnam Investments November 1997 - November 2004
Skills
Securities, AML, Mutual Funds, Securities Regulation, OFAC, Financial Services, Equities, ERISA, Risk Management, Investments, Financial Risk, Investment Advisory, Fixed Income, 401k
Education
Southern New Hampshire University 1993 — 1997
Bachelor’s of Science Degree, Business Administration and Management, General
West High School 1985 — 1989
Diploma, General Studies
Tim Clouser Tim Clouser's Putnam Investments Experience December 2007 - February 2011
Job Senior Research Administrator at Brigham and Women's Hospital
Industry Research
Experience
Brigham and Women's Hospital March 2012 - Present
Partners HealthCare November 2010 - March 2012
Putnam Investments December 2007 - February 2011
Skills
Outlook, Leadership, Team Building, Microsoft Excel, Microsoft Office, Advertising, Accounts Payable, Accounting, Financial Analysis, PeopleSoft, Access, Process Improvement, Federal Grants...
Education
University of Massachusetts Boston 2011 — 2014
Master of Business Administration (MBA), Accounting, Healthcare Management
Southern New Hampshire University 2005 — 2008
Business Administration, Leadership
Brigham and Women's Hospital March 2012 - Present
Partners HealthCare November 2010 - March 2012
Putnam Investments December 2007 - February 2011
Skills
Outlook, Leadership, Team Building, Microsoft Excel, Microsoft Office, Advertising, Accounts Payable, Accounting, Financial Analysis, PeopleSoft, Access, Process Improvement, Federal Grants...
Education
University of Massachusetts Boston 2011 — 2014
Master of Business Administration (MBA), Accounting, Healthcare Management
Southern New Hampshire University 2005 — 2008
Business Administration, Leadership
Veronica Connors Veronica Connors's Putnam Investments Experience July 1997 - September 1999
Job
Industry Banking
Experience
Putnam Investments July 1997 - September 1999
State Street November 1993 - July 1997
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Southern New Hampshire University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Putnam Investments July 1997 - September 1999
State Street November 1993 - July 1997
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Southern New Hampshire University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Chris Cheetham's Putnam Investments Experience July 1998 - July 1999
Job Senior Member Technical Staff at Pivotal Software, Inc.
Industry Telecommunications
Experience
Pivotal Software, Inc. March 2013 - Present
VMware October 2011 - February 2013
Novell September 2009 - September 2011
Sun Microsystems May 2007 - September 2009
Ellacoya Networks, Inc. May 2000 - May 2007
Silknet 1999 - 2000
Putnam Investments July 1998 - July 1999
Fidelity Investments September 1997 - July 1998
Chubb Life Insurance Company of America June 1989 - December 1993
Skills
Cloud Computing, Unix, Linux, SaaS, Distributed Systems, Software Engineering, Java, Python, Enterprise Software, Solaris, Databases, Security, Web Applications, Product Management, Apache, Ruby, Quality Assurance, Requirements Analysis, Pre-sales, PaaS, Perl, System Architecture, Agile Methodologies, Spring, Hibernate, Java Enterprise Edition, JUnit, Tomcat, Object Oriented Design, Software Development, SOA, REST
Education
Stanford University 1986 — 1989
Pivotal Software, Inc. March 2013 - Present
VMware October 2011 - February 2013
Novell September 2009 - September 2011
Sun Microsystems May 2007 - September 2009
Ellacoya Networks, Inc. May 2000 - May 2007
Silknet 1999 - 2000
Putnam Investments July 1998 - July 1999
Fidelity Investments September 1997 - July 1998
Chubb Life Insurance Company of America June 1989 - December 1993
Skills
Cloud Computing, Unix, Linux, SaaS, Distributed Systems, Software Engineering, Java, Python, Enterprise Software, Solaris, Databases, Security, Web Applications, Product Management, Apache, Ruby, Quality Assurance, Requirements Analysis, Pre-sales, PaaS, Perl, System Architecture, Agile Methodologies, Spring, Hibernate, Java Enterprise Edition, JUnit, Tomcat, Object Oriented Design, Software Development, SOA, REST
Education
Stanford University 1986 — 1989
Andrea Wuelfing's Putnam Investments Experience Lead Business Systems ConsultantPutnam InvestmentsApril 2015 - Present
Job Lead Business Systems Consultant at Putnam Investments
Industry Information Technology and Services
Experience
Putnam Investments Lead Business Systems ConsultantPutnam InvestmentsApril 2015 - Present
Putnam Investments September 2000 - March 2015
iMarket Inc. May 1994 - September 2000
Skills
CRM, Salesforce.com, Siebel, Analytics, Relationship Management, Data Analysis, Data Entry, SQL, TIBCO, Business Analysis, IT Strategy, User Acceptance Testing, Visio, Requirements Gathering, Agile Methodologies
Education
State University of New York College at Geneseo 1990 — 1994
BS, Business Administration
Putnam Investments Lead Business Systems ConsultantPutnam InvestmentsApril 2015 - Present
Putnam Investments September 2000 - March 2015
iMarket Inc. May 1994 - September 2000
Skills
CRM, Salesforce.com, Siebel, Analytics, Relationship Management, Data Analysis, Data Entry, SQL, TIBCO, Business Analysis, IT Strategy, User Acceptance Testing, Visio, Requirements Gathering, Agile Methodologies
Education
State University of New York College at Geneseo 1990 — 1994
BS, Business Administration
Justine Pazdyk's Putnam Investments Experience August 1999 - May 2004
Job
Industry Staffing and Recruiting
Experience
New England Technology Partners, Inc. October 2014 - Present
Procter & Gamble March 2005 - October 2010
Wellington Management through PSG May 2004 - March 2005
Putnam Investments August 1999 - May 2004
Skills
Recruiting, Executive Search, Microsoft Office, Administrative..., Customer Service, Microsoft Excel, Outlook, PowerPoint, Office Management, Microsoft Word, Office Administration
Education
Stonehill College 1994 — 1998
BA, Psychology
New England Technology Partners, Inc. October 2014 - Present
Procter & Gamble March 2005 - October 2010
Wellington Management through PSG May 2004 - March 2005
Putnam Investments August 1999 - May 2004
Skills
Recruiting, Executive Search, Microsoft Office, Administrative..., Customer Service, Microsoft Excel, Outlook, PowerPoint, Office Management, Microsoft Word, Office Administration
Education
Stonehill College 1994 — 1998
BA, Psychology
Rob Secor's Putnam Investments Experience January 2000 - February 2007
Job
Industry Financial Services
Experience
Fidelity Investments 2007 - Present
Putnam Investments January 2000 - February 2007
FAME Information Services January 1998 - December 1999
Benton Associates January 1994 - December 1997
Gordon Capital Corp October 1987 - December 1993
CEO Software March 1985 - September 1987
Education
St. Lawrence University 1980 — 1984
BS
Royal St. George's College 1973 — 1980
Ontario Scholar
Fidelity Investments 2007 - Present
Putnam Investments January 2000 - February 2007
FAME Information Services January 1998 - December 1999
Benton Associates January 1994 - December 1997
Gordon Capital Corp October 1987 - December 1993
CEO Software March 1985 - September 1987
Education
St. Lawrence University 1980 — 1984
BS
Royal St. George's College 1973 — 1980
Ontario Scholar
Maheedhar Reddy Gongal Reddy's Putnam Investments Experience September 2005 - Present
Job Consultant at Putnam Investments
Industry Information Technology and Services
Experience
Putnam Investments September 2005 - Present
Hartford Life Insurance November 2003 - September 2005
Satyam Computer Services Ltd October 2000 - September 2005
AppLabs 2000 - 2001
Education
Sri Venkateswara University 1996 — 1999
M.S. (Computer Science)
Sri Venkateswara University 1993 — 1996
B.S (Computer Science)
Vidya Mandir High School 1980 — 1991
Putnam Investments September 2005 - Present
Hartford Life Insurance November 2003 - September 2005
Satyam Computer Services Ltd October 2000 - September 2005
AppLabs 2000 - 2001
Education
Sri Venkateswara University 1996 — 1999
M.S. (Computer Science)
Sri Venkateswara University 1993 — 1996
B.S (Computer Science)
Vidya Mandir High School 1980 — 1991
Linda Ba's Putnam Investments Experience June 1997 - December 2000
Job Post Advisory Group
Industry Financial Services
Experience
Post Advisory Group December 2012 - Present
UCLA Investment Company 2010 - November 2012
Giovine Investment Partners 2007 - 2009
Nicholas Applegate March 2003 - December 2006
Artisan Partners 2001 - 2003
Putnam Investments June 1997 - December 2000
Credit Suisse June 1994 - July 1995
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Portfolio Management, Asset Managment, Valuation, Investments, Financial Modeling, Due Diligence, Asset Allocation, Bloomberg, Equity Research, Investment Strategies, Private Equity, Investment Management, Financial Analysis, Mutual Funds, Emerging Markets, Investment Banking
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
University of Pennsylvania 1988 — 1992
BA / BS, History / Economics
University of Pennsylvania - The Wharton School 1988 — 1992
BS/BA, Economics/History
Post Advisory Group December 2012 - Present
UCLA Investment Company 2010 - November 2012
Giovine Investment Partners 2007 - 2009
Nicholas Applegate March 2003 - December 2006
Artisan Partners 2001 - 2003
Putnam Investments June 1997 - December 2000
Credit Suisse June 1994 - July 1995
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Portfolio Management, Asset Managment, Valuation, Investments, Financial Modeling, Due Diligence, Asset Allocation, Bloomberg, Equity Research, Investment Strategies, Private Equity, Investment Management, Financial Analysis, Mutual Funds, Emerging Markets, Investment Banking
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
University of Pennsylvania 1988 — 1992
BA / BS, History / Economics
University of Pennsylvania - The Wharton School 1988 — 1992
BS/BA, Economics/History
Darren Kenney's Putnam Investments Experience October 1995 - May 1997
Job Application Developer at State Street Corp.
Industry Financial Services
Experience
State Street May 2007 - Present
State Street April 1999 - May 2007
State Street June 1997 - April 1999
Putnam Investments October 1995 - May 1997
Fidelity Investments January 1995 - May 1995
Skills
Business Analysis, SQL, Visio, Requirements Gathering, SDLC, Financial Services, Mutual Funds, Fixed Income
Education
Stonehill College 1991 — 1995
Rockland High School 1987 — 1991
State Street May 2007 - Present
State Street April 1999 - May 2007
State Street June 1997 - April 1999
Putnam Investments October 1995 - May 1997
Fidelity Investments January 1995 - May 1995
Skills
Business Analysis, SQL, Visio, Requirements Gathering, SDLC, Financial Services, Mutual Funds, Fixed Income
Education
Stonehill College 1991 — 1995
Rockland High School 1987 — 1991
Jeff Galvez's Putnam Investments Experience 1999 - 1999
Job Commission Management at Liquidnet
Industry Financial Services
Experience
Liquidnet March 2008 - Present
BNY Convergex 2006 - March 2008
Lynch, Jones and Ryan 2006 - 2008
Instinet Corp 2001 - 2004
Putnam Investments 1999 - 1999
State Street 1997 - 1999
Skills
Series 7, Series 63, Series 24
Education
State University of New York College at Cortland 1992 — 1996
BS, Economics, Spanish
Liquidnet March 2008 - Present
BNY Convergex 2006 - March 2008
Lynch, Jones and Ryan 2006 - 2008
Instinet Corp 2001 - 2004
Putnam Investments 1999 - 1999
State Street 1997 - 1999
Skills
Series 7, Series 63, Series 24
Education
State University of New York College at Cortland 1992 — 1996
BS, Economics, Spanish
Vicki Bacheller's Putnam Investments Experience 1998 - 2003
Job Account Manager, Wellington Management Co., LLP
Industry Financial Services
Experience
Wellington Management January 2014 - Present
Wellington Management 2004 - Present
Putnam Investments 1998 - 2003
Skills
Financial Services
Education
State University of New York College at Oswego 1994 — 1998
Wellington Management January 2014 - Present
Wellington Management 2004 - Present
Putnam Investments 1998 - 2003
Skills
Financial Services
Education
State University of New York College at Oswego 1994 — 1998
Bethany Duquette's Putnam Investments Experience 1994 - 1995
Job RN Case Manager at Suncoast Hospice
Industry Hospital & Health Care
Experience
Suncoast Hospice September 2008 - Present
bowne of boston 1995 - 2001
bowne of boston 1994 - 2001
putnam investments 1994 - 1995
Skills
Cpr Certified, Case Managment, Adults, Nursing, Treatment, Healthcare, Medication..., PowerPoint, Microsoft Word, Microsoft Office, Vital Signs
Education
Galen School of Nursing 2006 — 2007
certificate, Nursing
St. Petersburg College
Bachelor's degree, Registered Nursing/Registered Nurse
Suncoast Hospice September 2008 - Present
bowne of boston 1995 - 2001
bowne of boston 1994 - 2001
putnam investments 1994 - 1995
Skills
Cpr Certified, Case Managment, Adults, Nursing, Treatment, Healthcare, Medication..., PowerPoint, Microsoft Word, Microsoft Office, Vital Signs
Education
Galen School of Nursing 2006 — 2007
certificate, Nursing
St. Petersburg College
Bachelor's degree, Registered Nursing/Registered Nurse
Amanda Whiting's Putnam Investments Experience 2000 - 2006
Job Assistant General Manager at Saks Fifth Avenue
Industry Luxury Goods & Jewelry
Experience
Saks Fifth Avenue 2014 - Present
Neiman Marcus 2012 - 2014
Escada 2010 - 2012
Neiman Marcus 2006 - 2010
Putnam Investments 2000 - 2006
IPG 1995 - 1999
Skills
Luxury Brand Marketing, Marketing Strategy, Corporate Communications, Communications Strategy, Brand Development, Sales Presentations, Presentation Coaching, Staff Development, Training, Team Building, Team Motivator, Fashion, Fashion Shows, Apparel, Management, Trend Analysis, Merchandising, Wholesale, Visual Merchandising, Luxury Goods, Strategic Communications
Education
State University of New York College at Fredonia 1989 — 1993
BFA, Advertising & Design / Marketing
Saks Fifth Avenue 2014 - Present
Neiman Marcus 2012 - 2014
Escada 2010 - 2012
Neiman Marcus 2006 - 2010
Putnam Investments 2000 - 2006
IPG 1995 - 1999
Skills
Luxury Brand Marketing, Marketing Strategy, Corporate Communications, Communications Strategy, Brand Development, Sales Presentations, Presentation Coaching, Staff Development, Training, Team Building, Team Motivator, Fashion, Fashion Shows, Apparel, Management, Trend Analysis, Merchandising, Wholesale, Visual Merchandising, Luxury Goods, Strategic Communications
Education
State University of New York College at Fredonia 1989 — 1993
BFA, Advertising & Design / Marketing
Wendy (Fitzgerald) Fried's Putnam Investments Experience 2000 - 2004
Job HR Manager at Cartus
Industry Consumer Goods
Experience
Cartus January 2015 - Present
FRAM Group (Formerly Honeywell CPG) August 2011 - February 2014
Honeywell CPG July 2004 - August 2011
Putnam Investments 2000 - 2004
Skills
HRIS, Ceridian, PeopleSoft, Onboarding, Talent Management, Staff Retention
Education
State University of New York College at Plattsburgh 1994 — 1996
Manager, Human Resources, FRAM Group
Virginia Wesleyan College 1992 — 1994
Psychology
Laconia High School 1988 — 1992
Cartus January 2015 - Present
FRAM Group (Formerly Honeywell CPG) August 2011 - February 2014
Honeywell CPG July 2004 - August 2011
Putnam Investments 2000 - 2004
Skills
HRIS, Ceridian, PeopleSoft, Onboarding, Talent Management, Staff Retention
Education
State University of New York College at Plattsburgh 1994 — 1996
Manager, Human Resources, FRAM Group
Virginia Wesleyan College 1992 — 1994
Psychology
Laconia High School 1988 — 1992
Brenda Sieben's Putnam Investments Experience 1999 - 2005
Job Retirement Plan Services Professional
Industry Outsourcing/Offshoring
Experience
Chesapeake Benefit Partners February 2015 - Present
Mercer June 2002 - March 2013
Putnam Investments 1999 - 2005
State Street Research 2000 - 2002
Tofias PC 2000 - 2000
Sheldon Ganz 1991 - 1991
Skills
Employee Benefits, ERISA, Leadership, Benefits Administration, Process Improvement, Retirement, Training, Defined Contribution, Mergers & Acquisitions, Change Management, Retirement Planning, 401k, Financial Services, Management, Outsourcing
Education
Stonehill College 1994 — 1997
Mt. Ida College 1989 — 1991
AAS, Paralegal Studies
Chesapeake Benefit Partners February 2015 - Present
Mercer June 2002 - March 2013
Putnam Investments 1999 - 2005
State Street Research 2000 - 2002
Tofias PC 2000 - 2000
Sheldon Ganz 1991 - 1991
Skills
Employee Benefits, ERISA, Leadership, Benefits Administration, Process Improvement, Retirement, Training, Defined Contribution, Mergers & Acquisitions, Change Management, Retirement Planning, 401k, Financial Services, Management, Outsourcing
Education
Stonehill College 1994 — 1997
Mt. Ida College 1989 — 1991
AAS, Paralegal Studies
David Gunville's Putnam Investments Experience December 1983 - April 1985
Job Director at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial Senior Vice PresidentFidelity InvestmentsApril 1998 - February 2007
MetLife January 1995 - April 1998
Fidelity Investments August 1988 - January 1995
UnumProvident October 1986 - August 1988
Fidelity Investments April 1985 - October 1986
Putnam Investments December 1983 - April 1985
Skills
Leadership, Retirement Planning, Pensions, Financial Services, Investments, Defined Benefit, Vendor Management, Business Analysis, Program Management, Management, Business Process..., Insurance, Mutual Funds
Education
Stonehill College 1979 — 1983
Sun Life Financial Senior Vice PresidentFidelity InvestmentsApril 1998 - February 2007
MetLife January 1995 - April 1998
Fidelity Investments August 1988 - January 1995
UnumProvident October 1986 - August 1988
Fidelity Investments April 1985 - October 1986
Putnam Investments December 1983 - April 1985
Skills
Leadership, Retirement Planning, Pensions, Financial Services, Investments, Defined Benefit, Vendor Management, Business Analysis, Program Management, Management, Business Process..., Insurance, Mutual Funds
Education
Stonehill College 1979 — 1983
Joe Fratarcangeli's Putnam Investments Experience 1999 - 2004
Job Director, Compensation and Benefits Compliance at The Hartford
Industry Human Resources
Experience
The Hartford July 2007 - Present
MMC July 2004 - June 2007
Putnam Investments 1999 - 2004
Skills
Compliance, Compensation, Benefits, Benefits Administration, Benefits Design, Executive Compensation, Tax, Payroll Taxes, Multi-state Payroll, Employee Benefits, Executive Pay, Deferred Compensation, HRIS, 401k, ERISA, Multi-State Sales Tax, Defined Benefit, PeopleSoft, Financial Services, Compensation & Benefit, FMLA, Legal Compliance, Succession Planning, COBRA, Incentive Programs, Defined Contribution, Onboarding
Education
Saint John's University School of Law 1995 — 1998
Juris Doctor, Law
The Hartford July 2007 - Present
MMC July 2004 - June 2007
Putnam Investments 1999 - 2004
Skills
Compliance, Compensation, Benefits, Benefits Administration, Benefits Design, Executive Compensation, Tax, Payroll Taxes, Multi-state Payroll, Employee Benefits, Executive Pay, Deferred Compensation, HRIS, 401k, ERISA, Multi-State Sales Tax, Defined Benefit, PeopleSoft, Financial Services, Compensation & Benefit, FMLA, Legal Compliance, Succession Planning, COBRA, Incentive Programs, Defined Contribution, Onboarding
Education
Saint John's University School of Law 1995 — 1998
Juris Doctor, Law
Richard Greene's Putnam Investments Experience 1997 - 1997
Job Managing Director and Engagement/Program Manager at Global Finesse (Hartford and Manhattan Offices)
Industry Investment Management
Experience
Global Finesse 2004 - Present
Hartford Investment Management 2000 - 2004
The Hartford 1997 - 2000
Putnam Investments 1997 - 1997
SS&C Technologies 1994 - 1997
Thomson Reuters Trading Services 1991 - 1994
Skills
Fixed Income, Portfolio Management, Derivatives, Financial Services, Investments, Risk Management, SDLC, Investment Management, Business Analysis, Asset Management, Trading, Asset Managment, BlackRock Aladdin, Bloomberg, Project Portfolio..., Insurance, Electronic Trading, Trading Systems, Business Requirements, Hedge Funds, Mutual Funds, Financial Risk, PMO, Back Office, Summit, Market Risk, Java, Investment Banking, Commercial Banking, Charles River IMS, Agile Methodologies, Software Project..., Software Product..., Management Consulting, Variable Annuities, Banking, Program Management, Alternative Investments, Start-ups, Market Data, Wealth Management, SS&C CAMRA, Paragon, Executive Management, Credit Derivatives, FX Options, Interest Rate..., Cross-functional Team..., Product Management, Basel III
Education
The George Washington University - School of Business
Masters in Project Management, ESI Program
State University of New York College at Fredonia 1983 — 1987
BS degree in Computer and Information Science, Computer Science and Engineering
Global Finesse 2004 - Present
Hartford Investment Management 2000 - 2004
The Hartford 1997 - 2000
Putnam Investments 1997 - 1997
SS&C Technologies 1994 - 1997
Thomson Reuters Trading Services 1991 - 1994
Skills
Fixed Income, Portfolio Management, Derivatives, Financial Services, Investments, Risk Management, SDLC, Investment Management, Business Analysis, Asset Management, Trading, Asset Managment, BlackRock Aladdin, Bloomberg, Project Portfolio..., Insurance, Electronic Trading, Trading Systems, Business Requirements, Hedge Funds, Mutual Funds, Financial Risk, PMO, Back Office, Summit, Market Risk, Java, Investment Banking, Commercial Banking, Charles River IMS, Agile Methodologies, Software Project..., Software Product..., Management Consulting, Variable Annuities, Banking, Program Management, Alternative Investments, Start-ups, Market Data, Wealth Management, SS&C CAMRA, Paragon, Executive Management, Credit Derivatives, FX Options, Interest Rate..., Cross-functional Team..., Product Management, Basel III
Education
The George Washington University - School of Business
Masters in Project Management, ESI Program
State University of New York College at Fredonia 1983 — 1987
BS degree in Computer and Information Science, Computer Science and Engineering
Kevin Rowell's Putnam Investments Experience 1987 - 1998
Job Managing Director
Industry Financial Services
Experience
HighMark Capital Management, MUFG Mitsubishi UFJ 2010 - 2014
Hennessy Funds 2008 - 2010
Pioneer Investments 2005 - 2007
Charles Schwab April 2004 - October 2005
Safeco Investments 2002 - 2004
Alliance Capital Management 1998 - 2002
Putnam Investments 1987 - 1998
Skills
Alternative Investments, Investments, Mutual Funds, Asset Managment, Leadership, Series 7, Financial Services, Management, Asset Allocation, Finance, Hedge Funds, Equities, Asset Management, Investment Advisory, Wealth Management, Investment Management, Investment Strategies, Fixed Income
Education
Polytechnic of North London, London , England 1981 — 1982
Business and Communication Studies
State University of New York College at Cortland 1978 — 1982
Bachelor's Degree, Communication Studies
HighMark Capital Management, MUFG Mitsubishi UFJ 2010 - 2014
Hennessy Funds 2008 - 2010
Pioneer Investments 2005 - 2007
Charles Schwab April 2004 - October 2005
Safeco Investments 2002 - 2004
Alliance Capital Management 1998 - 2002
Putnam Investments 1987 - 1998
Skills
Alternative Investments, Investments, Mutual Funds, Asset Managment, Leadership, Series 7, Financial Services, Management, Asset Allocation, Finance, Hedge Funds, Equities, Asset Management, Investment Advisory, Wealth Management, Investment Management, Investment Strategies, Fixed Income
Education
Polytechnic of North London, London , England 1981 — 1982
Business and Communication Studies
State University of New York College at Cortland 1978 — 1982
Bachelor's Degree, Communication Studies
George Levesque's Putnam Investments Experience July 2009 - February 2010
Job Online Experience Manager at New York Life Retirement Plan Services
Industry Internet
Experience
New York Life Retirement Plan Services May 2013 - Present
New York Life Retirement Plan Services April 2011 - April 2013
New York Life Retirement Plan Services April 2010 - March 2011
Putnam Investments July 2009 - February 2010
Staples May 2004 - May 2009
Self Employed Usability Specialist 2002 - 2004
Mercer Human Resource Consulting 1997 - 2002
Sodexho USA 1995 - 1996
National Portfolio Advisors 1992 - 1994
Home Owners Savings Bank 1984 - 1991
Education
Barrington College 1977 — 1979
BA Music Education
St. Joseph's College (IN) 1975 — 1977
BA Music Education
New York Life Retirement Plan Services May 2013 - Present
New York Life Retirement Plan Services April 2011 - April 2013
New York Life Retirement Plan Services April 2010 - March 2011
Putnam Investments July 2009 - February 2010
Staples May 2004 - May 2009
Self Employed Usability Specialist 2002 - 2004
Mercer Human Resource Consulting 1997 - 2002
Sodexho USA 1995 - 1996
National Portfolio Advisors 1992 - 1994
Home Owners Savings Bank 1984 - 1991
Education
Barrington College 1977 — 1979
BA Music Education
St. Joseph's College (IN) 1975 — 1977
BA Music Education
Jyoti Patel's Putnam Investments Experience August 2005 - April 2006
Job Social Impact Investments
Industry Financial Services
Experience
Habitat for Humanity International June 2012 - Present
Independent Company February 2010 - May 2012
ACCION International July 2008 - January 2010
Freddie Mac August 2007 - April 2008
Nuveen Investments July 2006 - July 2007
Putnam Investments August 2005 - April 2006
Fidelity Investments December 1998 - August 2005
Skills
Portfolio Management, Valuation, Investments, Equities, Financial Analysis, Risk Management, Due Diligence, Financial Risk, Emerging Markets, Finance, Strategy, Fixed Income, Mutual Funds, Credit, Alternative Investments, Analysis, Trading, Securities, Forecasting, Financial Services
Education
Southern New Hampshire University 1994 — 1996
M.S., International Business and Finance
University of Mumbai
Bachelors / Masters, Business and Finance
Habitat for Humanity International June 2012 - Present
Independent Company February 2010 - May 2012
ACCION International July 2008 - January 2010
Freddie Mac August 2007 - April 2008
Nuveen Investments July 2006 - July 2007
Putnam Investments August 2005 - April 2006
Fidelity Investments December 1998 - August 2005
Skills
Portfolio Management, Valuation, Investments, Equities, Financial Analysis, Risk Management, Due Diligence, Financial Risk, Emerging Markets, Finance, Strategy, Fixed Income, Mutual Funds, Credit, Alternative Investments, Analysis, Trading, Securities, Forecasting, Financial Services
Education
Southern New Hampshire University 1994 — 1996
M.S., International Business and Finance
University of Mumbai
Bachelors / Masters, Business and Finance
Cindy Desrochers's Putnam Investments Experience February 2001 - Present
Job Senior Operations Leader at Putnam Investments
Industry Financial Services
Experience
Putnam Investments February 2001 - Present
Oxford Health Plans 1994 - 2000
Skills
Mutual Funds, Series 63, Series 7, Financial Services, 401k, Call Centers, Securities, Relationship Management, Asset Allocation, Series 6, Alternative Investments, Retirement
Education
Westford Academy 1982 — 1986
HS Diploma, General Studies
Southern New Hampshire University
Master of Science, Accounting
University of Massachusetts Lowell
Bachelor, Business Administration
Putnam Investments February 2001 - Present
Oxford Health Plans 1994 - 2000
Skills
Mutual Funds, Series 63, Series 7, Financial Services, 401k, Call Centers, Securities, Relationship Management, Asset Allocation, Series 6, Alternative Investments, Retirement
Education
Westford Academy 1982 — 1986
HS Diploma, General Studies
Southern New Hampshire University
Master of Science, Accounting
University of Massachusetts Lowell
Bachelor, Business Administration
edward whalen's Putnam Investments Experience January 1990 - Present
Job Head of Human Resources
Industry Investment Management
Experience
Putnam Investments January 1990 - Present
Education
Southern New Hampshire University 1986 — 1989
MBA
State University of New York College at Oswego 1981 — 1983
BS, Business
SUNY Canton
Putnam Investments January 1990 - Present
Education
Southern New Hampshire University 1986 — 1989
MBA
State University of New York College at Oswego 1981 — 1983
BS, Business
SUNY Canton
Kristina Povilaitis's Putnam Investments Experience August 1999 - July 2001
Job Sr. Director, Operations
Industry Financial Services
Experience
Broadridge July 2001 - Present
Putnam Investments August 1999 - July 2001
Caldor June 1988 - March 1999
Education
Southern New Hampshire University
Bachelor of Science (BS), Business Administration and Management, General
Broadridge July 2001 - Present
Putnam Investments August 1999 - July 2001
Caldor June 1988 - March 1999
Education
Southern New Hampshire University
Bachelor of Science (BS), Business Administration and Management, General
Kerry Donoghue's Putnam Investments Experience 1996 - 2007
Job Head of Operations, Mercer Outsourcing
Industry Outsourcing/Offshoring
Experience
Mercer Outsourcing 1990 - Present
Putnam Investments 1996 - 2007
Skills
Employee Benefits, Benefits Administration, Vendor Management, Process Improvement, 401k, Performance Management, Outsourcing, Defined Benefit, Management, Leadership, Mergers & Acquisitions, Retirement, BPO, Talent Acquisition, HRIS, Pensions, Business Development, Relationship Management
Education
Southern New Hampshire University
Mercer Outsourcing 1990 - Present
Putnam Investments 1996 - 2007
Skills
Employee Benefits, Benefits Administration, Vendor Management, Process Improvement, 401k, Performance Management, Outsourcing, Defined Benefit, Management, Leadership, Mergers & Acquisitions, Retirement, BPO, Talent Acquisition, HRIS, Pensions, Business Development, Relationship Management
Education
Southern New Hampshire University
Ginger Fanning's Putnam Investments Experience February 1998 - February 2008
Job Senior Director, Advisor Relationship Management at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group February 2008 - Present
Putnam Investments February 1998 - February 2008
Fidelity Investments January 1996 - February 1998
Skills
Mutual Funds, Series 7, Separately Managed..., Asset Managment, Investments, Series 65, Wealth Management, Investment Advisory
Education
Saint Lawrence University 1982 — 1986
BA, Cum Laude, Economics and Art
Janus Capital Group February 2008 - Present
Putnam Investments February 1998 - February 2008
Fidelity Investments January 1996 - February 1998
Skills
Mutual Funds, Series 7, Separately Managed..., Asset Managment, Investments, Series 65, Wealth Management, Investment Advisory
Education
Saint Lawrence University 1982 — 1986
BA, Cum Laude, Economics and Art
Norm Young's Putnam Investments Experience November 1997 - July 2000
Job Director, Investment Operations at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management March 2014 - Present
State Street Bank November 2006 - Present
Wellington Management July 2000 - November 2006
Putnam Investments November 1997 - July 2000
Skills
Mutual Funds, Fund Accounting, Equities, Fixed Income, Bloomberg, Securities, Alternative Investments, Hedge Funds, Asset Management, Corporate Actions, Derivatives, Investments, Risk Management, Middle Office, Investment Management, Financial Services, Fund Administration
Education
Suffolk University - Sawyer Business School 2000 — 2005
MBA, Finance
Southern New Hampshire University 1993 — 1996
BA, Business Administration
Manulife Asset Management March 2014 - Present
State Street Bank November 2006 - Present
Wellington Management July 2000 - November 2006
Putnam Investments November 1997 - July 2000
Skills
Mutual Funds, Fund Accounting, Equities, Fixed Income, Bloomberg, Securities, Alternative Investments, Hedge Funds, Asset Management, Corporate Actions, Derivatives, Investments, Risk Management, Middle Office, Investment Management, Financial Services, Fund Administration
Education
Suffolk University - Sawyer Business School 2000 — 2005
MBA, Finance
Southern New Hampshire University 1993 — 1996
BA, Business Administration
Karin McMILLEN's Putnam Investments Experience 1997 - 1998
Job Independent Music Professional
Industry Music
Experience
New Triad for Collaboritive Arts 2008 - 2009
New England Conservatory 1998 - 2000
New England Conservatory 1998 - 2000
New England Conservatory 1998 - 2000
Putnam Investments 1997 - 1998
Education
St. Olaf College 1990 — 1996
New Triad for Collaboritive Arts 2008 - 2009
New England Conservatory 1998 - 2000
New England Conservatory 1998 - 2000
New England Conservatory 1998 - 2000
Putnam Investments 1997 - 1998
Education
St. Olaf College 1990 — 1996
John Dalferro's Putnam Investments Experience December 1981 - April 2001
Job Financial Services Professional
Industry Financial Services
Experience
ING/Voya Financial September 2012 - December 2014
Wells Fargo Advantage Funds June 2010 - October 2011
Broadridge Financial January 2009 - December 2010
Sterne Agee November 2007 - June 2008
Jefferies & Company August 2001 - March 2007
Putnam Investments December 1981 - April 2001
Skills
Hedge Funds, Bloomberg, Capital Markets, Equity Research, Investments
Education
St. Edward's University
BA, History, English
ING/Voya Financial September 2012 - December 2014
Wells Fargo Advantage Funds June 2010 - October 2011
Broadridge Financial January 2009 - December 2010
Sterne Agee November 2007 - June 2008
Jefferies & Company August 2001 - March 2007
Putnam Investments December 1981 - April 2001
Skills
Hedge Funds, Bloomberg, Capital Markets, Equity Research, Investments
Education
St. Edward's University
BA, History, English
Mark Siebold's Putnam Investments Experience February 1999 - August 2007
Job Client Reporting Database Manager at Bright Horizons
Industry Financial Services
Experience
Bright Horizons October 2012 - Present
Janus Capital Group June 2010 - March 2011
Putnam Investments February 1999 - August 2007
John Hancock August 1996 - July 1998
Putnam Investments November 1986 - July 1996
Skills
Mutual Funds, Business Intelligence, CRM, Strategy, 401k, Financial Services, Series 7, Analysis, Project Management, Management, Business Process..., Databases, Business Planning, Data Warehousing
Education
State University of New York College at Oswego 1982 — 1986
BS, Business Administration
Bright Horizons October 2012 - Present
Janus Capital Group June 2010 - March 2011
Putnam Investments February 1999 - August 2007
John Hancock August 1996 - July 1998
Putnam Investments November 1986 - July 1996
Skills
Mutual Funds, Business Intelligence, CRM, Strategy, 401k, Financial Services, Series 7, Analysis, Project Management, Management, Business Process..., Databases, Business Planning, Data Warehousing
Education
State University of New York College at Oswego 1982 — 1986
BS, Business Administration
Don Dumais's Putnam Investments Experience June 2000 - February 2005
Job Database Engineer at Dyn
Industry Information Technology and Services
Experience
Dyn March 2012 - Present
RSCS November 2008 - March 2012
Fidelity Investments February 2005 - November 2008
Putnam Investments June 2000 - February 2005
Skills
.NET, SQL, Project Management, Business Analysis, MySQL, C#, Microsoft Excel, Microsoft Office, PHP, Windows, Microsoft Word, C++, PowerPoint, SaaS, Linux
Education
Southern New Hampshire University 2001 — 2004
Masters, IT
University of New Hampshire 1996 — 2000
BS, Business Administration
Dyn March 2012 - Present
RSCS November 2008 - March 2012
Fidelity Investments February 2005 - November 2008
Putnam Investments June 2000 - February 2005
Skills
.NET, SQL, Project Management, Business Analysis, MySQL, C#, Microsoft Excel, Microsoft Office, PHP, Windows, Microsoft Word, C++, PowerPoint, SaaS, Linux
Education
Southern New Hampshire University 2001 — 2004
Masters, IT
University of New Hampshire 1996 — 2000
BS, Business Administration
David Waldman's Putnam Investments Experience June 1997 - April 2007
Job Deputy Chief Investment Officer at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company April 2013 - Present
Loomis, Sayles & Company April 2007 - Present
Putnam Investments June 1997 - April 2007
Lazard Asset Management December 1995 - June 1997
Goldman Sachs Asset Management June 1988 - December 1995
Skills
Fixed Income, Quantitative Research, Bloomberg, Hedge Funds, Equities, Asset Allocation, Asset Managment, Mutual Funds, Portfolio Management, Alternative Investments, Derivatives, Investments, Investment Strategies, Capital Markets, Bonds, Financial Modeling, Asset Management
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance
Stanford University 1984 — 1988
BA, Quantitative Economics
Loomis, Sayles & Company April 2013 - Present
Loomis, Sayles & Company April 2007 - Present
Putnam Investments June 1997 - April 2007
Lazard Asset Management December 1995 - June 1997
Goldman Sachs Asset Management June 1988 - December 1995
Skills
Fixed Income, Quantitative Research, Bloomberg, Hedge Funds, Equities, Asset Allocation, Asset Managment, Mutual Funds, Portfolio Management, Alternative Investments, Derivatives, Investments, Investment Strategies, Capital Markets, Bonds, Financial Modeling, Asset Management
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance
Stanford University 1984 — 1988
BA, Quantitative Economics
Dr. Abhijit Dutt, Ph.D (MIS), M.S(CS)'s Putnam Investments Experience 1998 - 1999
Job Assistant Professor at George Mason University
Industry Education Management
Experience
George Mason University August 2015 - Present
Carnegie Mellon University 2010 - Present
Penn State University August 2008 - August 2015
Edgewood College August 2007 - June 2008
RiverDelta Networks 2000 - 2001
Netcore Systems 1998 - 2000
Putnam Investments 1998 - 1999
Ascom Nexion 1996 - 1998
Cabletron Systems 1995 - 1996
Saha Institute of Nuclear Physics August 1984 - August 1988
Skills
Higher Education, C++, Data Analysis, Java, Linux, Software Engineering, Programming, Statistics, Teaching, C, Software Development, Research, SQL, Program Management, Perl, Troubleshooting, Databases, Microsoft Office
Education
University of Wisconsin-Milwaukee 2003 — 2013
Doctor of Philosophy (Ph.D.), Information Systems
University of Tulsa 1990 — 1992
MS, Computer Science
Goethe-Institut Max Mueller Bhavan 1987 — 1988
Deutsch Certificate, Deutsch
University of Calcutta 1980 — 1983
M.Sc., Physics
St. Xavier's College, Kolkata 1976 — 1980
B.Sc, Physics
St. Xavier's College, Ranchi, Jharkhand, INDIA 1975 — 1976
ISc.
George Mason University August 2015 - Present
Carnegie Mellon University 2010 - Present
Penn State University August 2008 - August 2015
Edgewood College August 2007 - June 2008
RiverDelta Networks 2000 - 2001
Netcore Systems 1998 - 2000
Putnam Investments 1998 - 1999
Ascom Nexion 1996 - 1998
Cabletron Systems 1995 - 1996
Saha Institute of Nuclear Physics August 1984 - August 1988
Skills
Higher Education, C++, Data Analysis, Java, Linux, Software Engineering, Programming, Statistics, Teaching, C, Software Development, Research, SQL, Program Management, Perl, Troubleshooting, Databases, Microsoft Office
Education
University of Wisconsin-Milwaukee 2003 — 2013
Doctor of Philosophy (Ph.D.), Information Systems
University of Tulsa 1990 — 1992
MS, Computer Science
Goethe-Institut Max Mueller Bhavan 1987 — 1988
Deutsch Certificate, Deutsch
University of Calcutta 1980 — 1983
M.Sc., Physics
St. Xavier's College, Kolkata 1976 — 1980
B.Sc, Physics
St. Xavier's College, Ranchi, Jharkhand, INDIA 1975 — 1976
ISc.
Caralou Perry-Tracy's Putnam Investments Experience 1997 - 2005
Job Director, CRM customer systems strategy at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
TIAA-CREF March 2012 - March 2014
TIAA-CREF December 2009 - March 2012
TIAA-CREF September 2005 - December 2009
Putnam Investments 1997 - 2005
Lehman Brothers March 1992 - November 1996
The Boston Company July 1989 - March 1992
Skills
CRM, Requirements Gathering, Change Management, Financial Services, Visio, SDLC, Business Analysis, Siebel, IT Strategy, Business Process..., Business Intelligence, Program Management, Integration, Call Centers, Strategy, Vendor Management, Business Requirements, Project Portfolio..., Project Management, Requirements Analysis, Software Project..., Enterprise Software, Process Improvement, IT Management, Enterprise Architecture, Business Process, Management, Leadership, Agile Methodologies, Analysis, Consulting
Education
State University of New York College at Geneseo 1981 — 1985
BA, Psychology
TIAA-CREF March 2014 - Present
TIAA-CREF March 2012 - March 2014
TIAA-CREF December 2009 - March 2012
TIAA-CREF September 2005 - December 2009
Putnam Investments 1997 - 2005
Lehman Brothers March 1992 - November 1996
The Boston Company July 1989 - March 1992
Skills
CRM, Requirements Gathering, Change Management, Financial Services, Visio, SDLC, Business Analysis, Siebel, IT Strategy, Business Process..., Business Intelligence, Program Management, Integration, Call Centers, Strategy, Vendor Management, Business Requirements, Project Portfolio..., Project Management, Requirements Analysis, Software Project..., Enterprise Software, Process Improvement, IT Management, Enterprise Architecture, Business Process, Management, Leadership, Agile Methodologies, Analysis, Consulting
Education
State University of New York College at Geneseo 1981 — 1985
BA, Psychology
Holly Bill Burke's Putnam Investments Experience September 2005 - Present
Job Senior Client Support Administrator at Putnam Investments
Industry Financial Services
Experience
Putnam Investments September 2005 - Present
Picturetel 1992 - 1993
Towne Lyne House Restaurant 1988 - 1991
World Trade Center Boston 1986 - 1988
Copley Plaza Hotel 1982 - 1986
Education
University of Massachusetts, Amherst 1978 — 1982
BA, Psychology
Springfield College 1977 — 1978
Community Leadership & development
Putnam Investments September 2005 - Present
Picturetel 1992 - 1993
Towne Lyne House Restaurant 1988 - 1991
World Trade Center Boston 1986 - 1988
Copley Plaza Hotel 1982 - 1986
Education
University of Massachusetts, Amherst 1978 — 1982
BA, Psychology
Springfield College 1977 — 1978
Community Leadership & development
Eric Hampe's Putnam Investments Experience November 1997 - March 1999
Job Business Analyst
Industry Financial Services
Experience
HealthcareSource HR, Inc. April 2007 - March 2009
DST Retirement Solutions April 2002 - April 2007
Trustar Retirement Services, Inc. March 1999 - March 2002
Putnam Investments November 1997 - March 1999
First Data Corporation 1994 - 1998
Education
Stonehill College 1990 — 1994
HealthcareSource HR, Inc. April 2007 - March 2009
DST Retirement Solutions April 2002 - April 2007
Trustar Retirement Services, Inc. March 1999 - March 2002
Putnam Investments November 1997 - March 1999
First Data Corporation 1994 - 1998
Education
Stonehill College 1990 — 1994
Randall Richard's Putnam Investments Experience January 1989 - December 1990
Job Owner, Richard Brothers Financial Advisors
Industry Investment Management
Experience
Richard Brothers September 1996 - Present
KeyCorp September 1990 - September 1996
Putnam Investments January 1989 - December 1990
Skills
Wealth Management, Retirement Planning, Personal Financial..., Team Building, Portfolio Management, Investment Strategies, Personal Tax Planning, Client-focused, Mentoring, Partnership-building, Community Outreach, Passion for Helping..., Fiduciary, Facilitators, Listening to customers, Communication, Client-centric, Accountability, Result Oriented, Comprehensive Planning, Investment Advisory, Mutual Funds, Banking, Strategy, Asset Allocation, Investments, Financial Advisory, Financial Services, Finance, Management, Strategic Planning, Asset Management, Risk Management, Financial Analysis, Alternative Investments
Education
Suffolk University - Sawyer School of Management 1992 — 1994
EMBA, International Business
Southern New Hampshire University 1985 — 1987
Bachelor's degree, Business Administration and Management, General
Richard Brothers September 1996 - Present
KeyCorp September 1990 - September 1996
Putnam Investments January 1989 - December 1990
Skills
Wealth Management, Retirement Planning, Personal Financial..., Team Building, Portfolio Management, Investment Strategies, Personal Tax Planning, Client-focused, Mentoring, Partnership-building, Community Outreach, Passion for Helping..., Fiduciary, Facilitators, Listening to customers, Communication, Client-centric, Accountability, Result Oriented, Comprehensive Planning, Investment Advisory, Mutual Funds, Banking, Strategy, Asset Allocation, Investments, Financial Advisory, Financial Services, Finance, Management, Strategic Planning, Asset Management, Risk Management, Financial Analysis, Alternative Investments
Education
Suffolk University - Sawyer School of Management 1992 — 1994
EMBA, International Business
Southern New Hampshire University 1985 — 1987
Bachelor's degree, Business Administration and Management, General
Natalie McCormick's Putnam Investments Experience July 2001 - February 2002
Job Technical Analyst Seeking FullTime Position
Industry Information Technology and Services
Experience
Prevatek Development December 2009 - July 2010
ARAMARK February 2007 - December 2009
JPMorgan Chase February 2002 - September 2005
Putnam Investments July 2001 - February 2002
Verizon January 2001 - June 2001
Education
New Horizons 2011 — 2011
Certifications, IT
Southern New Hampshire University 2009 — 2010
A.S, Information Technology
Prevatek Development December 2009 - July 2010
ARAMARK February 2007 - December 2009
JPMorgan Chase February 2002 - September 2005
Putnam Investments July 2001 - February 2002
Verizon January 2001 - June 2001
Education
New Horizons 2011 — 2011
Certifications, IT
Southern New Hampshire University 2009 — 2010
A.S, Information Technology
Kelly Beaudet's Putnam Investments Experience July 2000 - January 2007
Job Accounting/Pricing Spec,Assc2 at State Street Bank
Industry Financial Services
Experience
State Street September 2008 - Present
State Street January 2007 - September 2008
Putnam Investments July 2000 - January 2007
Putnam Investments June 1999 - June 2000
Education
Southern New Hampshire University 1995 — 1999
Bachelor, Economics and finance
Manchester West High School 1991 — 1995
State Street September 2008 - Present
State Street January 2007 - September 2008
Putnam Investments July 2000 - January 2007
Putnam Investments June 1999 - June 2000
Education
Southern New Hampshire University 1995 — 1999
Bachelor, Economics and finance
Manchester West High School 1991 — 1995
Alex Hayes's Putnam Investments Experience December 2005 - April 2012
Job VP, Senior Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2012 - Present
American Funds April 2012 - September 2012
Putnam Investments December 2005 - April 2012
Skills
Strategic Financial..., Separately Managed..., Series 63, Series 7
Education
State University of New York College at Buffalo 1996 — 1999
Bachelor of Business Administration (BBA)
OppenheimerFunds September 2012 - Present
American Funds April 2012 - September 2012
Putnam Investments December 2005 - April 2012
Skills
Strategic Financial..., Separately Managed..., Series 63, Series 7
Education
State University of New York College at Buffalo 1996 — 1999
Bachelor of Business Administration (BBA)
Edward OHara's Putnam Investments Experience 1990 - 1993
Job Chief Financial Officer at Datapipe
Industry Telecommunications
Experience
Datapipe January 2014 - Present
Sidera Networks August 2010 - May 2013
RCN January 2008 - August 2010
RCN 2004 - 2008
RCN 2002 - 2004
Resources Global Professionals 1999 - 2002
Independent Consultant 1997 - 1998
Accenture 1995 - 1996
Putnam Investments 1990 - 1993
Arthur Andersen 1986 - 1990
Skills
Cross-functional Team..., Business Development, Finance, Mergers, Telecommunications, Vendor Management, Strategic Financial..., Strategic Planning, Contract Negotiation, Financial Analysis, Forecasting, Capital Markets, Debt & Equity Financing, Exit Process, Financial Reporting, Investor Relations, Turn Around Management, Cable Television, Business Process..., Cost Management, Managerial Finance, Financial Modeling, Mergers & Acquisitions, Financial Planning
Education
Stanford University Graduate School of Business 1993 — 1995
MBA, Business
University of Notre Dame 1982 — 1986
BBA, Business - Accounting
Datapipe January 2014 - Present
Sidera Networks August 2010 - May 2013
RCN January 2008 - August 2010
RCN 2004 - 2008
RCN 2002 - 2004
Resources Global Professionals 1999 - 2002
Independent Consultant 1997 - 1998
Accenture 1995 - 1996
Putnam Investments 1990 - 1993
Arthur Andersen 1986 - 1990
Skills
Cross-functional Team..., Business Development, Finance, Mergers, Telecommunications, Vendor Management, Strategic Financial..., Strategic Planning, Contract Negotiation, Financial Analysis, Forecasting, Capital Markets, Debt & Equity Financing, Exit Process, Financial Reporting, Investor Relations, Turn Around Management, Cable Television, Business Process..., Cost Management, Managerial Finance, Financial Modeling, Mergers & Acquisitions, Financial Planning
Education
Stanford University Graduate School of Business 1993 — 1995
MBA, Business
University of Notre Dame 1982 — 1986
BBA, Business - Accounting
Andrew Gurski's Putnam Investments Experience November 2005 - July 2007
Job Senior Investment Specialist
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Fidelity Investments April 2013 - November 2013
Fidelity Investments July 2012 - April 2013
Fidelity Investments April 2012 - July 2012
Fidelity Investments December 2009 - April 2012
Fidelity Investments July 2007 - December 2009
Putnam Investments November 2005 - July 2007
Education
Southern New Hampshire University 2010 — 2014
Economics/Finance
Fidelity Investments November 2013 - Present
Fidelity Investments April 2013 - November 2013
Fidelity Investments July 2012 - April 2013
Fidelity Investments April 2012 - July 2012
Fidelity Investments December 2009 - April 2012
Fidelity Investments July 2007 - December 2009
Putnam Investments November 2005 - July 2007
Education
Southern New Hampshire University 2010 — 2014
Economics/Finance
Glorivet Peralta's Putnam Investments Experience February 2007 - October 2010
Job Treasury Analyst at Fresenius Medical Care
Industry Financial Services
Experience
WinnCompanies February 2015 - Present
Fresenius Medical Care November 2012 - February 2015
State Street Bank January 2012 - November 2012
Putnam Investments February 2007 - October 2010
Skills
Mutual Funds, Customer Relations, Call Center, Sales Support, Microsoft Excel, Access, PowerPoint, Outlook, Microsoft Word, Investments, Banking, Process Improvement, Call Centers, Accounting, Customer Service, Financial Services, Finance, Cash Management, bank analysis, Forecasting, Treasury, Portfolio Management, Corporate Finance, Cash Flow, Account Reconciliation, Analysis, Loans, Management, Financial Analysis
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
University of Massachusetts at Lowell 2009 — 2011
BSBA, Corporate Finance
Methuen High School
WinnCompanies February 2015 - Present
Fresenius Medical Care November 2012 - February 2015
State Street Bank January 2012 - November 2012
Putnam Investments February 2007 - October 2010
Skills
Mutual Funds, Customer Relations, Call Center, Sales Support, Microsoft Excel, Access, PowerPoint, Outlook, Microsoft Word, Investments, Banking, Process Improvement, Call Centers, Accounting, Customer Service, Financial Services, Finance, Cash Management, bank analysis, Forecasting, Treasury, Portfolio Management, Corporate Finance, Cash Flow, Account Reconciliation, Analysis, Loans, Management, Financial Analysis
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
University of Massachusetts at Lowell 2009 — 2011
BSBA, Corporate Finance
Methuen High School
Jessica Piegorsch's Putnam Investments Experience September 2002 - July 2005
Job AVP: Sr. Analyst Telecom Analysis at Bank of America
Industry Banking
Experience
Bank of America July 2005 - Present
Putnam Investments September 2002 - July 2005
Skills
Data Analysis, Access, XP, Microsoft Excel, Unix, Hardware, Active Directory, Windows Server, Help Desk Support, Disaster Recovery, Security, Networking, Lotus Notes, Analysis, Visio, Windows XP
Education
Southern New Hampshire University 2011 — 2015
Master of Business Administration (M.B.A.), Information Technology Management
University of Massachusetts Lowell 1998 — 2003
BSBA, MIS & Management
Bank of America July 2005 - Present
Putnam Investments September 2002 - July 2005
Skills
Data Analysis, Access, XP, Microsoft Excel, Unix, Hardware, Active Directory, Windows Server, Help Desk Support, Disaster Recovery, Security, Networking, Lotus Notes, Analysis, Visio, Windows XP
Education
Southern New Hampshire University 2011 — 2015
Master of Business Administration (M.B.A.), Information Technology Management
University of Massachusetts Lowell 1998 — 2003
BSBA, MIS & Management
Sudhakar Reddy Mukkara's Putnam Investments Experience August 1998 - February 2000
Job SAP SD Sr Consultant at 3M
Industry Information Technology and Services
Experience
3M January 2012 - Present
York Solutions, LLC 2012 - 2013
T-Mobile September 2010 - December 2011
Hydro Aluminum North America Inc. June 2009 - July 2010
United Stationers June 2007 - May 2009
CNH February 2006 - March 2007
The Scotts Miracle-Gro Company August 2004 - November 2005
3M March 2002 - March 2004
GE March 2000 - March 2002
Putnam Investments August 1998 - February 2000
Skills
SAP Implementation, SAP ERP, SD, ABAP, SAP, SAP R/3, SAP SD, IDOC, Integration, Data Migration
Education
Sri Venkateswara University 1989 — 1993
Bachelor of Engineering
ZPH SCHOOL
3M January 2012 - Present
York Solutions, LLC 2012 - 2013
T-Mobile September 2010 - December 2011
Hydro Aluminum North America Inc. June 2009 - July 2010
United Stationers June 2007 - May 2009
CNH February 2006 - March 2007
The Scotts Miracle-Gro Company August 2004 - November 2005
3M March 2002 - March 2004
GE March 2000 - March 2002
Putnam Investments August 1998 - February 2000
Skills
SAP Implementation, SAP ERP, SD, ABAP, SAP, SAP R/3, SAP SD, IDOC, Integration, Data Migration
Education
Sri Venkateswara University 1989 — 1993
Bachelor of Engineering
ZPH SCHOOL
Kevin Keogh Jr.'s Putnam Investments Experience 2013 - 2014
Job Regional Sales Director at Empower Retirement
Industry Financial Services
Experience
Empower Retirement August 2015 - Present
Empower Retirement September 2014 - August 2015
Putnam Investments 2013 - 2014
Greater Media 2011 - 2013
Skills
Mutual Funds, Financial Services, Series 7, Series 63, Retirement, 401k, Defined Contribution, Sales Presentations
Education
Stetson University
B.S, Business Administration/Management
Empower Retirement August 2015 - Present
Empower Retirement September 2014 - August 2015
Putnam Investments 2013 - 2014
Greater Media 2011 - 2013
Skills
Mutual Funds, Financial Services, Series 7, Series 63, Retirement, 401k, Defined Contribution, Sales Presentations
Education
Stetson University
B.S, Business Administration/Management
Jared Cox's Putnam Investments Experience December 2009 - May 2010
Job Financial Analyst 2 at Comcast Cable
Industry Telecommunications
Experience
Comcast Cable September 2015 - Present
Bigelow & Company CPA, P.C. November 2014 - August 2015
Centrix Bank September 2012 - November 2014
Fidelity Investments April 2012 - September 2012
Fidelity Investments June 2010 - April 2012
Putnam Investments December 2009 - May 2010
Skills
Financial Analysis, Fund Accounting, Budget Process, Operating Budgets, General Ledger, Microsoft Office, VBA, Due Diligence, SQL, Visual Basic, SPSS, Bloomberg Terminal, Financial Reporting, GAAP, Accounting, Microsoft Word, Risk Management, Financial Accounting, Mutual Funds, Banking, Customer Service, Commercial Banking, Loans, Finance
Education
Southern New Hampshire University 2014 — 2017
Master’s Degree, Accounting and Finance
Southern New Hampshire University 2008 — 2012
Bachelor's Degree, Accounting and Finance
Comcast Cable September 2015 - Present
Bigelow & Company CPA, P.C. November 2014 - August 2015
Centrix Bank September 2012 - November 2014
Fidelity Investments April 2012 - September 2012
Fidelity Investments June 2010 - April 2012
Putnam Investments December 2009 - May 2010
Skills
Financial Analysis, Fund Accounting, Budget Process, Operating Budgets, General Ledger, Microsoft Office, VBA, Due Diligence, SQL, Visual Basic, SPSS, Bloomberg Terminal, Financial Reporting, GAAP, Accounting, Microsoft Word, Risk Management, Financial Accounting, Mutual Funds, Banking, Customer Service, Commercial Banking, Loans, Finance
Education
Southern New Hampshire University 2014 — 2017
Master’s Degree, Accounting and Finance
Southern New Hampshire University 2008 — 2012
Bachelor's Degree, Accounting and Finance
Christine Skaggs's Putnam Investments Experience 1998 - 2000
Job Realtor at Davidson Realty
Industry Real Estate
Experience
Davidson Realty November 2011 - Present
Putnam Investments 1998 - 2000
Bertucci's 1995 - 1998
Education
Lecanto High School 1985 — 1987
Diploma
St. Petersburg College
Davidson Realty November 2011 - Present
Putnam Investments 1998 - 2000
Bertucci's 1995 - 1998
Education
Lecanto High School 1985 — 1987
Diploma
St. Petersburg College
Christopher Bowker's Putnam Investments Experience May 1999 - August 2000
Job Equity Trader at Robeco Investment Management
Industry Investment Management
Experience
Robeco Investment Management August 2000 - Present
Putnam Investments May 1999 - August 2000
Education
Stonehill College 1995 — 1999
Economics
Boston College High School 1991 — 1995
Robeco Investment Management August 2000 - Present
Putnam Investments May 1999 - August 2000
Education
Stonehill College 1995 — 1999
Economics
Boston College High School 1991 — 1995
Brian R. Panessa's Putnam Investments Experience 1997 - 2000
Job Principal at Panessa Investments
Industry Investment Management
Experience
Panessa Investments 1995 - Present
The Newport Group February 2002 - February 2009
CIBC Oppenheimer 2000 - 2002
Putnam Investments 1997 - 2000
Prudential Investments 1991 - 1997
Prudential Securities 1991 - 1997
MetLife 1990 - 1991
The Futterman Organization 1989 - 1990
MetLife 1988 - 1989
Skills
Financial Analysis, Strategic Financial..., Private Equity, Investment Portfolios, Business Strategy, Strategic partner..., Intermediary..., Senior level client..., Recruiting, Real Estate Acquisitions, Distressed M&A, Executive Level...
Education
State University of New York College at Oneonta 1983 — 1988
B.S., Business Economics, Finance, General
Panessa Investments 1995 - Present
The Newport Group February 2002 - February 2009
CIBC Oppenheimer 2000 - 2002
Putnam Investments 1997 - 2000
Prudential Investments 1991 - 1997
Prudential Securities 1991 - 1997
MetLife 1990 - 1991
The Futterman Organization 1989 - 1990
MetLife 1988 - 1989
Skills
Financial Analysis, Strategic Financial..., Private Equity, Investment Portfolios, Business Strategy, Strategic partner..., Intermediary..., Senior level client..., Recruiting, Real Estate Acquisitions, Distressed M&A, Executive Level...
Education
State University of New York College at Oneonta 1983 — 1988
B.S., Business Economics, Finance, General
David Boon's Putnam Investments Experience July 2000 - September 2013
Job CFO at Cedar Capital
Industry Investment Management
Experience
Cedar Capital September 2013 - Present
Putnam Investments July 2000 - September 2013
State Street July 1997 - July 2000
Fidelity Investments August 1995 - July 1997
Oliver Wyman July 1993 - August 1995
Deutsche Bank June 1992 - August 1992
Balfour McLaine April 1990 - March 1991
Drexel Burnham Lambert May 1986 - April 1990
Bank of America June 1984 - May 1986
Bank of America July 1981 - May 1984
Education
University of Pennsylvania 1991 — 1993
Master of Arts (M.A.), International/Global Studies - German
Wharton Business School 1991 — 1993
Master of Business Administration (MBA), Finance and Decision Sciences, Palmer Scholar (Top 5% of Class)
Stanford University 1978 — 1981
Bachelor of Arts (B.A.), Economics, Honors (Completed studies in three years)
Cedar Capital September 2013 - Present
Putnam Investments July 2000 - September 2013
State Street July 1997 - July 2000
Fidelity Investments August 1995 - July 1997
Oliver Wyman July 1993 - August 1995
Deutsche Bank June 1992 - August 1992
Balfour McLaine April 1990 - March 1991
Drexel Burnham Lambert May 1986 - April 1990
Bank of America June 1984 - May 1986
Bank of America July 1981 - May 1984
Education
University of Pennsylvania 1991 — 1993
Master of Arts (M.A.), International/Global Studies - German
Wharton Business School 1991 — 1993
Master of Business Administration (MBA), Finance and Decision Sciences, Palmer Scholar (Top 5% of Class)
Stanford University 1978 — 1981
Bachelor of Arts (B.A.), Economics, Honors (Completed studies in three years)
Francesco Montefusco's Putnam Investments Experience 2009 - 2011
Job Fitness Professional
Industry Health, Wellness and Fitness
Experience
Equinox February 2015 - Present
BNY Mellon April 2014 - December 2014
Brown Brothers Harriman December 2013 - March 2014
Putnam Investments 2009 - 2011
NMTW June 2008 - December 2009
Skills
Customer Service, Quality Control, Team Leadership, Accurate Data Entry, Multi Tasking, Cash Handling Experience, Data Entry, Microsoft Excel, Banking, Access, Financial Analysis, Fund Accounting, Event Planning, Teamwork
Education
St. John's University 2011 — 2013
Master of Business Administration (MBA), Finance, General
Southern New Hampshire University 2006 — 2010
Bachelor's degree, Accounting and Finance
Bishop Fenwick 2002 — 2006
Equinox February 2015 - Present
BNY Mellon April 2014 - December 2014
Brown Brothers Harriman December 2013 - March 2014
Putnam Investments 2009 - 2011
NMTW June 2008 - December 2009
Skills
Customer Service, Quality Control, Team Leadership, Accurate Data Entry, Multi Tasking, Cash Handling Experience, Data Entry, Microsoft Excel, Banking, Access, Financial Analysis, Fund Accounting, Event Planning, Teamwork
Education
St. John's University 2011 — 2013
Master of Business Administration (MBA), Finance, General
Southern New Hampshire University 2006 — 2010
Bachelor's degree, Accounting and Finance
Bishop Fenwick 2002 — 2006