Putnam Investments
Description
Putnam Investments is a privately owned investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Parent organization: Great-West Lifeco Customer service: 00 1 617-292-1000 Number of employees: 1,700+ CEO: Robert L. Reynolds (1 Jul 2008–) Headquarters: Boston, Massachusetts, United States Subsidiaries: PanAgora Asset Management, Inc.,
Putnam Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Putnam Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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5,113 Putnam Investments employees in database. Find out everything there's to know about Putnam Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Putnam Investments Employees
Employee
Years
Job
Industry
Jon (JD) Sylvester Jon (JD) Sylvester's Putnam Investments Experience May 2000 - June 2001
Job landscape constructor at Butt's Landscaping
Industry Restaurants
Experience
Butt's Landscaping March 2013 - Present
Riccardos Ristorante January 2005 - October 2006
Putnam Investments May 2000 - June 2001
Skills
Customer Service, Microsoft Office, Microsoft Excel, Management, Microsoft Word, Sales, Leadership, PowerPoint, Social Media, Marketing
Education
Peterson School 2014 — 2014
Basic Electricity
Suffolk University 1995 — 2000
Bachelor of Science (B.S.), Communications and Journalism
Butt's Landscaping March 2013 - Present
Riccardos Ristorante January 2005 - October 2006
Putnam Investments May 2000 - June 2001
Skills
Customer Service, Microsoft Office, Microsoft Excel, Management, Microsoft Word, Sales, Leadership, PowerPoint, Social Media, Marketing
Education
Peterson School 2014 — 2014
Basic Electricity
Suffolk University 1995 — 2000
Bachelor of Science (B.S.), Communications and Journalism
Brandon Mahler Brandon Mahler's Putnam Investments Experience December 2009 - May 2010
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2014 - Present
KPMG July 2014 - November 2014
KPMG March 2014 - September 2014
KPMG August 2012 - June 2014
Grand Circle Corporation April 2011 - August 2012
KPMG Audit January 2011 - April 2011
Salem State University July 2009 - February 2011
Putnam Investments December 2009 - May 2010
Salem State University January 2009 - August 2009
Putnam Investments January 2009 - July 2009
Education
Salem State University 2012 — 2012
Masters of Business Administration, Financial Planning
Salem State University 2008 — 2010
2010 Bachelor of Science, Business Administration; Accounting, Cum Laude
SUNY Canton 2007 — 2008
Business Administration and Management, General
Ameriprise Financial Services, Inc. 2014 - Present
KPMG July 2014 - November 2014
KPMG March 2014 - September 2014
KPMG August 2012 - June 2014
Grand Circle Corporation April 2011 - August 2012
KPMG Audit January 2011 - April 2011
Salem State University July 2009 - February 2011
Putnam Investments December 2009 - May 2010
Salem State University January 2009 - August 2009
Putnam Investments January 2009 - July 2009
Education
Salem State University 2012 — 2012
Masters of Business Administration, Financial Planning
Salem State University 2008 — 2010
2010 Bachelor of Science, Business Administration; Accounting, Cum Laude
SUNY Canton 2007 — 2008
Business Administration and Management, General
John Puzzangara John Puzzangara's Putnam Investments Experience 2009 - Present
Job Senior Regional Marketing Director, Wholesaler for Putnam Investments
Industry Financial Services
Experience
Putnam Investments 2009 - Present
Putnam Investments 2000 - 2009
Putnam Investments 1995 - 2000
Education
Stonehill College
Bachelor of Science (BS), Business/Psychology
Putnam Investments 2009 - Present
Putnam Investments 2000 - 2009
Putnam Investments 1995 - 2000
Education
Stonehill College
Bachelor of Science (BS), Business/Psychology
Jane Mancini Jane Mancini's Putnam Investments Experience 1999 - 2002
Job SVP, Asset Manager Sector Head
Industry Financial Services
Experience
State Street Bank January 2014 - Present
I-Pension LLC January 2006 - January 2014
Rydex Investments 2003 - 2005
Putnam Investments 1999 - 2002
Sun Life Financial (US) Distributors 1997 - 1999
MFS Investment Management 1988 - 1997
Education
Suffolk University 1977 — 1981
BS, Journalism, PR
State Street Bank January 2014 - Present
I-Pension LLC January 2006 - January 2014
Rydex Investments 2003 - 2005
Putnam Investments 1999 - 2002
Sun Life Financial (US) Distributors 1997 - 1999
MFS Investment Management 1988 - 1997
Education
Suffolk University 1977 — 1981
BS, Journalism, PR
Conor Barry Conor Barry's Putnam Investments Experience December 2014 - Present
Job Investor Service Representative at Putnam Investments
Industry Higher Education
Experience
Putnam Investments December 2014 - Present
Doherty Insurance, Inc May 2014 - December 2014
Enterprise Rent-A-Car April 2013 - August 2013
Peter Sanborn Place June 2011 - August 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Outlook, Research, English, Public Speaking, Windows, Strategic Planning, Time Management, Teamwork, Access, Negotiation
Education
Suffolk University - Sawyer Business School 2010 — 2014
Bachelor's Degree, BSBA/Marketing & Management double major.
Putnam Investments December 2014 - Present
Doherty Insurance, Inc May 2014 - December 2014
Enterprise Rent-A-Car April 2013 - August 2013
Peter Sanborn Place June 2011 - August 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Outlook, Research, English, Public Speaking, Windows, Strategic Planning, Time Management, Teamwork, Access, Negotiation
Education
Suffolk University - Sawyer Business School 2010 — 2014
Bachelor's Degree, BSBA/Marketing & Management double major.
Peter D. Tedeschi Peter D. Tedeschi's Putnam Investments Experience March 1997 - June 2008
Job President & CEO at Tedeschi Food Shops
Industry Retail
Experience
Tedeschi Food Shops July 2008 - Present
Putnam Investments March 1997 - June 2008
Wellington Management March 1992 - March 1997
Skills
Merchandising, Team Building, Operations Management, Retail, Strategic Planning, Budgets, Sales, Sales Management, P&L Management, Management, Marketing Strategy, Forecasting, Income Statement, Profit, Leadership, Inventory Management, Vendor Management, Team Leadership, Account Management, Marketing, Contract Negotiation, Business Planning, Negotiation, Pricing, Cross-functional Team..., Customer Service, P&L, New Business Development, Purchasing, Strategy, Inventory Control
Education
Stonehill College 1978 — 1982
BA, Political Science/Computer Science
Thayer Academy 1974 — 1978
Tedeschi Food Shops July 2008 - Present
Putnam Investments March 1997 - June 2008
Wellington Management March 1992 - March 1997
Skills
Merchandising, Team Building, Operations Management, Retail, Strategic Planning, Budgets, Sales, Sales Management, P&L Management, Management, Marketing Strategy, Forecasting, Income Statement, Profit, Leadership, Inventory Management, Vendor Management, Team Leadership, Account Management, Marketing, Contract Negotiation, Business Planning, Negotiation, Pricing, Cross-functional Team..., Customer Service, P&L, New Business Development, Purchasing, Strategy, Inventory Control
Education
Stonehill College 1978 — 1982
BA, Political Science/Computer Science
Thayer Academy 1974 — 1978
Stephen Boudreau Stephen Boudreau's Putnam Investments Experience May 1994 - May 2000
Job Retirement Plan Consultant at Marsh McLennan Agency
Industry Investment Management
Experience
Marsh & McLennan Agency January 2013 - Present
Deutsche Asset Management July 2007 - January 2013
DWS Investments July 2007 - January 2013
CitiStreet June 2001 - July 2007
John Hancock May 2000 - May 2001
Putnam Investments May 1994 - May 2000
Putnam May 1994 - May 2000
Skills
Mutual Funds, Retirement, Investments, Defined Benefit, Asset Allocation, Retirement Planning, CRM, Business Planning, Product Management, Defined Contribution, Series 63, Series 7, Recruiting, Sales, Series 6, Asset Managment, Securities, Fixed Income, 401k, Equities, ETFs, Investment Management, Investment Advisory, Asset Management
Education
Bentley College
Certificate, Pension Administration
Stonehill College 1990 — 1994
Bachelor of Arts, International Relations and Affairs
Marsh & McLennan Agency January 2013 - Present
Deutsche Asset Management July 2007 - January 2013
DWS Investments July 2007 - January 2013
CitiStreet June 2001 - July 2007
John Hancock May 2000 - May 2001
Putnam Investments May 1994 - May 2000
Putnam May 1994 - May 2000
Skills
Mutual Funds, Retirement, Investments, Defined Benefit, Asset Allocation, Retirement Planning, CRM, Business Planning, Product Management, Defined Contribution, Series 63, Series 7, Recruiting, Sales, Series 6, Asset Managment, Securities, Fixed Income, 401k, Equities, ETFs, Investment Management, Investment Advisory, Asset Management
Education
Bentley College
Certificate, Pension Administration
Stonehill College 1990 — 1994
Bachelor of Arts, International Relations and Affairs
Michael Vantine Michael Vantine's Putnam Investments Experience November 2009 - May 2012
Job External Consultant Business Analyst at Dodge & Cox
Industry Investment Management
Experience
Dodge & Cox November 2012 - Present
Mellon Capital Management May 2012 - October 2012
Putnam Investments November 2009 - May 2012
Putnam Investments November 2006 - October 2009
Investors Bank & Trust October 2005 - October 2006
Investors Bank & Trust October 2004 - September 2005
Skills
Bloomberg Terminal, SQL, Access, Excel, Quicken, Equities, Derivatives, Securities, Bloomberg, Investments, Corporate Actions, Bonds, Business Analysis, Fixed Income, Microsoft Excel, Financial Services, Fund Accounting, Market Data, Requirements Gathering, Trading, Investment Management, Trading Systems
Education
Stonehill College 2000 — 2004
Bachelors, Economics
Dodge & Cox November 2012 - Present
Mellon Capital Management May 2012 - October 2012
Putnam Investments November 2009 - May 2012
Putnam Investments November 2006 - October 2009
Investors Bank & Trust October 2005 - October 2006
Investors Bank & Trust October 2004 - September 2005
Skills
Bloomberg Terminal, SQL, Access, Excel, Quicken, Equities, Derivatives, Securities, Bloomberg, Investments, Corporate Actions, Bonds, Business Analysis, Fixed Income, Microsoft Excel, Financial Services, Fund Accounting, Market Data, Requirements Gathering, Trading, Investment Management, Trading Systems
Education
Stonehill College 2000 — 2004
Bachelors, Economics
Linda Grace Linda Grace's Putnam Investments Experience January 1987 - May 2007
Job Human Resources Professional
Industry Financial Services
Experience
State Street October 2010 - September 2015
Old Mutual Asset Management May 2007 - March 2009
Putnam Investments January 1987 - May 2007
Skills
Change Management, Performance Management, Talent Management, Talent Acquisition, Succession Planning, Development Planning, HR Business Partner
Education
Stonehill College 1982 — 1986
Bachelor of Science (BS), BS Management
Queensbury High School 1978 — 1982
State Street October 2010 - September 2015
Old Mutual Asset Management May 2007 - March 2009
Putnam Investments January 1987 - May 2007
Skills
Change Management, Performance Management, Talent Management, Talent Acquisition, Succession Planning, Development Planning, HR Business Partner
Education
Stonehill College 1982 — 1986
Bachelor of Science (BS), BS Management
Queensbury High School 1978 — 1982
Arielle McElhinney Arielle McElhinney's Putnam Investments Experience June 2011 - September 2011
Job Talent Acquisition Specialist at Shawmut Design and Construction
Industry Human Resources
Experience
Shawmut Design and Construction August 2014 - Present
Seven Step Recruiting December 2012 - 2014
Putnam Investments June 2011 - September 2011
Skills
Sourcing, Social Media, Microsoft Excel, Salesforce.com, PowerPoint, Microsoft Office, Research, SPSS
Education
Suffolk University - Sawyer Business School 2008 — 2012
BSBA, Global Business and Marketing
Bridgewater-Raynham Regional High School 2004 — 2008
Diploma
Shawmut Design and Construction August 2014 - Present
Seven Step Recruiting December 2012 - 2014
Putnam Investments June 2011 - September 2011
Skills
Sourcing, Social Media, Microsoft Excel, Salesforce.com, PowerPoint, Microsoft Office, Research, SPSS
Education
Suffolk University - Sawyer Business School 2008 — 2012
BSBA, Global Business and Marketing
Bridgewater-Raynham Regional High School 2004 — 2008
Diploma
Timothy M. McDonough Timothy M. McDonough's Putnam Investments Experience September 1998 - July 2004
Job IT / Account Manager at CPS (Correctional Psychiatric Services)
Industry Investment Management
Experience
CPS (Correctional Psychiatric Services) January 2013 - Present
McDonough Build, llc April 2009 - January 2013
NEPC April 2008 - April 2009
Wellington Management Company, LLP July 2005 - March 2008
Putnam Investments September 1998 - July 2004
Skills
Portfolio Management, Retirement, Relationship Management, Investments, Fixed Income, Defined Benefit
Education
Suffolk University 1990 — 1995
BS, Socialogy & Law
CPS (Correctional Psychiatric Services) January 2013 - Present
McDonough Build, llc April 2009 - January 2013
NEPC April 2008 - April 2009
Wellington Management Company, LLP July 2005 - March 2008
Putnam Investments September 1998 - July 2004
Skills
Portfolio Management, Retirement, Relationship Management, Investments, Fixed Income, Defined Benefit
Education
Suffolk University 1990 — 1995
BS, Socialogy & Law
Sean Elliott Sean Elliott's Putnam Investments Experience May 1999 - December 2004
Job Client Services Team Lead at Mercer
Industry Human Resources
Experience
Mercer June 2011 - Present
Mercer January 2005 - June 2011
Putnam Investments May 1999 - December 2004
Putnam Investments May 1998 - May 1999
Skills
Leadership, Client Services, Account Management, Call Centers, Performance Management, CRM, Employee Benefits, Human Resources, Pension Administration, Benefits Administration
Education
Stonehill College 1990 — 1994
American Studies
Mercer June 2011 - Present
Mercer January 2005 - June 2011
Putnam Investments May 1999 - December 2004
Putnam Investments May 1998 - May 1999
Skills
Leadership, Client Services, Account Management, Call Centers, Performance Management, CRM, Employee Benefits, Human Resources, Pension Administration, Benefits Administration
Education
Stonehill College 1990 — 1994
American Studies
Maureen Minahan Maureen Minahan's Putnam Investments Experience 1998 - 2004
Job Senior Technical Support Manager at Hologic, Inc.
Industry Medical Devices
Experience
Hologic, Inc. November 2013 - Present
Hologic, Inc. September 2008 - Present
Hewlett-Packard September 2007 - September 2008
HP Enterprise Services May 2005 - September 2007
Putnam Investments 1998 - 2004
Skills
Management, Performance Management, Leadership, Service Delivery, Customer Service, Training, Technical Support, Human Resources, Call Centers, FDA, Software Documentation, Medical Devices, Cross-functional Team..., Process Improvement, Vendor Management, Troubleshooting, Product Launch, Product Development, Project Management, Business Analysis, Capital Equipment
Education
Suffolk University - Sawyer School of Management 1978 — 1983
Bachelors of Science, Business Management
Hologic, Inc. November 2013 - Present
Hologic, Inc. September 2008 - Present
Hewlett-Packard September 2007 - September 2008
HP Enterprise Services May 2005 - September 2007
Putnam Investments 1998 - 2004
Skills
Management, Performance Management, Leadership, Service Delivery, Customer Service, Training, Technical Support, Human Resources, Call Centers, FDA, Software Documentation, Medical Devices, Cross-functional Team..., Process Improvement, Vendor Management, Troubleshooting, Product Launch, Product Development, Project Management, Business Analysis, Capital Equipment
Education
Suffolk University - Sawyer School of Management 1978 — 1983
Bachelors of Science, Business Management
Ken Crompton's Putnam Investments Experience 1991 - 1994
Job Senior Portfolio Manager at Blue Hills Bank
Industry Banking
Experience
Blue Hills Bank July 2014 - Present
Citizens Bank July 2010 - July 2014
Sovereign Bank August 2006 - July 2010
Citizens Bank October 1999 - August 2006
State Street Bank September 1997 - October 1999
State Street 1994 - 1997
Putnam Investments 1991 - 1994
Skills
Commercial Banking, Loans, Credit, Cash Flow, Debt, Portfolio Management, Commercial Lending, Analysis, Management, Credit Analysis, Lines Of Credit, Credit Risk, Small Business Lending, Consumer Lending, Commercial Mortgages, Banking
Education
Suffolk University 1994 — 1997
MS, Finance
Stonehill College 1987 — 1991
BS, Management
Silver Lake Regional High School 1984 — 1987
High School
Blue Hills Bank July 2014 - Present
Citizens Bank July 2010 - July 2014
Sovereign Bank August 2006 - July 2010
Citizens Bank October 1999 - August 2006
State Street Bank September 1997 - October 1999
State Street 1994 - 1997
Putnam Investments 1991 - 1994
Skills
Commercial Banking, Loans, Credit, Cash Flow, Debt, Portfolio Management, Commercial Lending, Analysis, Management, Credit Analysis, Lines Of Credit, Credit Risk, Small Business Lending, Consumer Lending, Commercial Mortgages, Banking
Education
Suffolk University 1994 — 1997
MS, Finance
Stonehill College 1987 — 1991
BS, Management
Silver Lake Regional High School 1984 — 1987
High School
Alessandro Tenaglia Alessandro Tenaglia's Putnam Investments Experience January 2009 - May 2010
Job Marketing Professional
Industry Marketing and Advertising
Experience
Wild Duck Wine & Spirits May 2011 - Present
Putnam Investments January 2009 - May 2010
Merrimack College September 2008 - May 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Statistics, Customer Service, Problem Solving, Mathematics, Data Analysis, Outlook, Vendor Management, Market Research, Analytics, Android, Lotus Notes
Education
Suffolk University
Bachelor of Science in Business Administration (BSBA), Marketing
Wild Duck Wine & Spirits May 2011 - Present
Putnam Investments January 2009 - May 2010
Merrimack College September 2008 - May 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Statistics, Customer Service, Problem Solving, Mathematics, Data Analysis, Outlook, Vendor Management, Market Research, Analytics, Android, Lotus Notes
Education
Suffolk University
Bachelor of Science in Business Administration (BSBA), Marketing
Carol Bohmbach's Putnam Investments Experience January 1995 - November 2004
Job Relationship Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2014 - Present
Morgan Stanley Wealth Management March 2012 - June 2014
Merrill Lynch December 2006 - March 2012
Mercer May 2005 - December 2006
Putnam Investments January 1995 - November 2004
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Uniform Combined State..., Investments, Securities, Equities, Strategic Financial..., FINRA, Portfolio Management, Fixed Income, Investment Advisory
Education
Suffolk University 1988 — 1992
Bachelor's Degree, Business Adminstration and Finance, Cum Laude
Credit Suisse June 2014 - Present
Morgan Stanley Wealth Management March 2012 - June 2014
Merrill Lynch December 2006 - March 2012
Mercer May 2005 - December 2006
Putnam Investments January 1995 - November 2004
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Uniform Combined State..., Investments, Securities, Equities, Strategic Financial..., FINRA, Portfolio Management, Fixed Income, Investment Advisory
Education
Suffolk University 1988 — 1992
Bachelor's Degree, Business Adminstration and Finance, Cum Laude
Jennifer Battiata's Putnam Investments Experience August 2014 - Present
Job Technical Coordinator at Putnam Investments
Industry Financial Services
Experience
Putnam Investments August 2014 - Present
Putnam Investments December 2012 - Present
Sovereign Bank August 2010 - December 2012
Road Scholar July 2011 - September 2011
Skills
Trilingual, English,..., Interpersonal Skill, Microsoft Office, Finance, Financial Analysis, Teamwork, Competitive Analysis, Access, Analysis, Call Centers, Customer Service, Financial Modeling, Leadership, PowerPoint, Risk Management, Social Media, Time Management, Sales, Microsoft Word
Education
Suffolk University 2009 — 2012
BSBA, Finance, General, 3.35
Methuen High School 2004 — 2008
High School Diploma
Putnam Investments August 2014 - Present
Putnam Investments December 2012 - Present
Sovereign Bank August 2010 - December 2012
Road Scholar July 2011 - September 2011
Skills
Trilingual, English,..., Interpersonal Skill, Microsoft Office, Finance, Financial Analysis, Teamwork, Competitive Analysis, Access, Analysis, Call Centers, Customer Service, Financial Modeling, Leadership, PowerPoint, Risk Management, Social Media, Time Management, Sales, Microsoft Word
Education
Suffolk University 2009 — 2012
BSBA, Finance, General, 3.35
Methuen High School 2004 — 2008
High School Diploma
Katherine Tziachris Katherine Tziachris's Putnam Investments Experience January 1995 - January 1999
Job Director of Relocation Services
Industry Information Technology and Services
Experience
Location, Inc. / NeighborhoodScout April 2005 - Present
Putnam Investments January 1995 - January 1999
Putnam Investments January 1993 - January 1995
Putnam Investments December 1991 - January 1993
Skills
Referrals, Employee Relations, Relocation, Real Estate, Contract Negotiation, Selling, Negotiation, Marketing, Investment Properties, Management, Sales Management, Sales, Investments, New Business Development, Budgets, First Time Home Buyers, Sellers
Education
Stonehill College 1987 — 1991
Bachelor of Arts, Economics
Southeastern College in Athens, Greece
Location, Inc. / NeighborhoodScout April 2005 - Present
Putnam Investments January 1995 - January 1999
Putnam Investments January 1993 - January 1995
Putnam Investments December 1991 - January 1993
Skills
Referrals, Employee Relations, Relocation, Real Estate, Contract Negotiation, Selling, Negotiation, Marketing, Investment Properties, Management, Sales Management, Sales, Investments, New Business Development, Budgets, First Time Home Buyers, Sellers
Education
Stonehill College 1987 — 1991
Bachelor of Arts, Economics
Southeastern College in Athens, Greece
Margaret Spatcher-Leblanc's Putnam Investments Experience 2006 - 2007
Job Sr. Director, NA Sales Operations at Monster
Industry Financial Services
Experience
Monster August 2011 - Present
Monster March 2007 - August 2011
Putnam Investments 2006 - 2007
Putnam Investments 2000 - 2006
Skills
Analytics, Sales Operations, Process Improvement, Cross-functional Team..., Salesforce.com, Siebel, CRM, Strategy, Management, Leadership, Sales Management, Data Mining, Team Management, Business Process, Data Analysis, Financial Reporting, Analysis, Marketing, Sales
Education
Suffolk University - Sawyer Business School 2004 — 2006
MBA, Finance, Organizational Behavior
Monster August 2011 - Present
Monster March 2007 - August 2011
Putnam Investments 2006 - 2007
Putnam Investments 2000 - 2006
Skills
Analytics, Sales Operations, Process Improvement, Cross-functional Team..., Salesforce.com, Siebel, CRM, Strategy, Management, Leadership, Sales Management, Data Mining, Team Management, Business Process, Data Analysis, Financial Reporting, Analysis, Marketing, Sales
Education
Suffolk University - Sawyer Business School 2004 — 2006
MBA, Finance, Organizational Behavior
Lisa Bulcao Lisa Bulcao's Putnam Investments Experience November 2004 - July 2012
Job Continuous Improvement Manager at Nestle Waters
Industry Food & Beverages
Experience
Nestlé Waters North America January 2014 - Present
Dunkin' Donuts National DCP, LLC July 2012 - December 2013
Putnam Investments November 2004 - July 2012
Putnam Investments January 2003 - November 2004
Putnam Investments July 2000 - January 2003
Putnam Investments September 1999 - July 2000
Skills
Operations Management, Call Center, Process Improvement, Customer Service, Vendor Management, Strategic Planning, Change Management, Team Building, Performance Management, Customer Satisfaction, Risk Management, Business Analysis, Coaching, Retail, Customer Relations, Workforce Management, Problem Solving, People Management, Continuous Improvement, Business Process..., Planning, Financial Analysis, Employee Relations, Logistics, Business Strategy, Cross-functional Team..., Service Quality, Employee Training, Mutual Funds, Financial Services, Cost Saving Projects, Microsoft Office, Word, Excel, Call Centers, Management, Leadership, Microsoft Excel, Project Planning, Quality Assurance, Time Management, Human Resources, Recruiting, Analysis, Interviews
Education
Suffolk University 2003 — 2003
Masters of Business Administration, Degree on Hold
University of Massachusetts Dartmouth 1994 — 1999
Bachelor of Arts, English (Writing and Communication)
Nestlé Waters North America January 2014 - Present
Dunkin' Donuts National DCP, LLC July 2012 - December 2013
Putnam Investments November 2004 - July 2012
Putnam Investments January 2003 - November 2004
Putnam Investments July 2000 - January 2003
Putnam Investments September 1999 - July 2000
Skills
Operations Management, Call Center, Process Improvement, Customer Service, Vendor Management, Strategic Planning, Change Management, Team Building, Performance Management, Customer Satisfaction, Risk Management, Business Analysis, Coaching, Retail, Customer Relations, Workforce Management, Problem Solving, People Management, Continuous Improvement, Business Process..., Planning, Financial Analysis, Employee Relations, Logistics, Business Strategy, Cross-functional Team..., Service Quality, Employee Training, Mutual Funds, Financial Services, Cost Saving Projects, Microsoft Office, Word, Excel, Call Centers, Management, Leadership, Microsoft Excel, Project Planning, Quality Assurance, Time Management, Human Resources, Recruiting, Analysis, Interviews
Education
Suffolk University 2003 — 2003
Masters of Business Administration, Degree on Hold
University of Massachusetts Dartmouth 1994 — 1999
Bachelor of Arts, English (Writing and Communication)
Bruce Landers, C.P.M. Bruce Landers, C.P.M.'s Putnam Investments Experience 2004 - 2007
Job Procurement Consultant at Blue Cross Blueshield of Massachusetts
Industry Biotechnology
Experience
EMD Serono 2007 - 2011
PUTNAM INVESTMENTS 2004 - 2007
Putnam Investments 1993 - 2004
Vicor Corporation 1990 - 1993
Avery Dennison 1986 - 1990
Skills
Strategic Sourcing, Sourcing, Supply Management
Education
Suffolk University
Bachelor of Science, Psychology
EMD Serono 2007 - 2011
PUTNAM INVESTMENTS 2004 - 2007
Putnam Investments 1993 - 2004
Vicor Corporation 1990 - 1993
Avery Dennison 1986 - 1990
Skills
Strategic Sourcing, Sourcing, Supply Management
Education
Suffolk University
Bachelor of Science, Psychology
Paul Buzzell Paul Buzzell's Putnam Investments Experience October 1986 - February 2009
Job Compliance Control Manager
Industry Financial Services
Experience
Santander Bank, N.A. May 2015 - Present
JPMorgan Chase 2013 - 2015
Putnam Investments October 1986 - February 2009
Putnam Investments 2004 - 2008
State Street September 1983 - October 1986
Skills
Compliance, Teamwork, Mutual Funds, Risk Management, Financial Analysis, Pricing, Accounting, Risk, Bloomberg, Due Diligence, Back Office, Trading Systems, Operational Risk..., SOX, Client Services, Audit, Financial Reporting, Investments, Financial Risk, Sarbanes-Oxley Act, Financial Services, Management, Valuation, Strategy, Securities, Alternative Investments, Leadership, Asset Management
Education
Stonehill College 1979 — 1983
Bachelor of Science in Business Administration, Accounting, 3.5
Don Bosco Technical High School 1974 — 1978
High School, College/University Preparatory and Building Technology/Woodworking, 9-12
Santander Bank, N.A. May 2015 - Present
JPMorgan Chase 2013 - 2015
Putnam Investments October 1986 - February 2009
Putnam Investments 2004 - 2008
State Street September 1983 - October 1986
Skills
Compliance, Teamwork, Mutual Funds, Risk Management, Financial Analysis, Pricing, Accounting, Risk, Bloomberg, Due Diligence, Back Office, Trading Systems, Operational Risk..., SOX, Client Services, Audit, Financial Reporting, Investments, Financial Risk, Sarbanes-Oxley Act, Financial Services, Management, Valuation, Strategy, Securities, Alternative Investments, Leadership, Asset Management
Education
Stonehill College 1979 — 1983
Bachelor of Science in Business Administration, Accounting, 3.5
Don Bosco Technical High School 1974 — 1978
High School, College/University Preparatory and Building Technology/Woodworking, 9-12
Janet Pultz's Putnam Investments Experience March 1998 - December 2001
Job Chief Operations Officer
Industry Financial Services
Experience
Byrne Financial Freedom, LLC February 2013 - Present
Tremendous Hearts January 2009 - Present
OnProcess Technology December 2009 - December 2012
Outside The Classroom February 2005 - January 2009
The Ozer Group December 2001 - February 2005
Putnam Investments March 1998 - December 2001
Putnam Investments August 1995 - March 1998
Marketers Fulfillment Services March 1993 - August 1995
Skills
Project Management, Product Development, Account Management, Professional Services, Business Process..., Customer Retention, Strategic Planning, Financial Services, Program Management, CRM, Management, Leadership, Business Development, Strategy, Analysis, Vendor Management, Sales, Change Management, Business Planning, Customer Satisfaction, Call Centers, Operations Management, Process Improvement, Team Building, New Business Development, Supply Chain, Business Strategy, Cross-functional Team..., Start-ups, Executive Management, Strategic Partnerships, Forecasting, Business Process..., Customer Experience, Product Management, Outsourcing, P&L Management
Education
Suffolk University - Sawyer Business School 2007 — 2011
MBA
University of Massachusetts Dartmouth 1977 — 1981
Bachelor of Science
Plymouth-Whitemarsh
Byrne Financial Freedom, LLC February 2013 - Present
Tremendous Hearts January 2009 - Present
OnProcess Technology December 2009 - December 2012
Outside The Classroom February 2005 - January 2009
The Ozer Group December 2001 - February 2005
Putnam Investments March 1998 - December 2001
Putnam Investments August 1995 - March 1998
Marketers Fulfillment Services March 1993 - August 1995
Skills
Project Management, Product Development, Account Management, Professional Services, Business Process..., Customer Retention, Strategic Planning, Financial Services, Program Management, CRM, Management, Leadership, Business Development, Strategy, Analysis, Vendor Management, Sales, Change Management, Business Planning, Customer Satisfaction, Call Centers, Operations Management, Process Improvement, Team Building, New Business Development, Supply Chain, Business Strategy, Cross-functional Team..., Start-ups, Executive Management, Strategic Partnerships, Forecasting, Business Process..., Customer Experience, Product Management, Outsourcing, P&L Management
Education
Suffolk University - Sawyer Business School 2007 — 2011
MBA
University of Massachusetts Dartmouth 1977 — 1981
Bachelor of Science
Plymouth-Whitemarsh
Jason Ferraro Jason Ferraro's Putnam Investments Experience January 2009 - May 2009
Job Sales Representative at Buckeye International
Industry Chemicals
Experience
Buckeye International April 2010 - Present
Szczechowicz Landscaping Services, INC May 2007 - October 2009
Putnam Investments January 2009 - May 2009
Skills
Sales, Outside Sales, Sales Presentations, Sales Management, Client Development, Manage Client..., Customer Service, Customer Retention, New Business Development, Business Strategy, Distribution Strategies, International Sales, International Relations, International..., Advertising, Marketing, Account Management, Cold Calling, Training, Trade Shows
Education
Stonehill College 2005 — 2009
Bachelor's Degree, Marketing, 3.0
UNIVERSITY OF LORENZO DE’ MEDICI 2008 — 2008
International Marketing
St. John's Preparatory School 2001 — 2005
High School
Buckeye International April 2010 - Present
Szczechowicz Landscaping Services, INC May 2007 - October 2009
Putnam Investments January 2009 - May 2009
Skills
Sales, Outside Sales, Sales Presentations, Sales Management, Client Development, Manage Client..., Customer Service, Customer Retention, New Business Development, Business Strategy, Distribution Strategies, International Sales, International Relations, International..., Advertising, Marketing, Account Management, Cold Calling, Training, Trade Shows
Education
Stonehill College 2005 — 2009
Bachelor's Degree, Marketing, 3.0
UNIVERSITY OF LORENZO DE’ MEDICI 2008 — 2008
International Marketing
St. John's Preparatory School 2001 — 2005
High School
Amanda Weber, MSHR's Putnam Investments Experience September 2010 - July 2012
Job Undergraduate Recruiter at L.E.K. Consulting
Industry Human Resources
Experience
L.E.K. Consulting July 2014 - Present
L.E.K. Consulting July 2013 - July 2014
L.E.K. Consulting July 2012 - July 2013
Putnam Investments September 2010 - July 2012
United Staffing Systems September 2009 - January 2010
NYC Alliance Against Sexual Assault September 2008 - May 2009
Skills
Benefits, Talent Acquisition, Employee Relations, Onboarding, HRIS, Recruiting, Interviews, Applicant Tracking..., Temporary Placement, New Hire Orientations, Employee Benefits, Talent Management, Sourcing
Education
Stony Brook University 2012 — 2014
Master of Science (M.S.), Human Resource Management
The George Washington University 2004 — 2008
Bachelor of Arts, Psychology
Packer Collegiate Institute 2000 — 2004
Diploma
L.E.K. Consulting July 2014 - Present
L.E.K. Consulting July 2013 - July 2014
L.E.K. Consulting July 2012 - July 2013
Putnam Investments September 2010 - July 2012
United Staffing Systems September 2009 - January 2010
NYC Alliance Against Sexual Assault September 2008 - May 2009
Skills
Benefits, Talent Acquisition, Employee Relations, Onboarding, HRIS, Recruiting, Interviews, Applicant Tracking..., Temporary Placement, New Hire Orientations, Employee Benefits, Talent Management, Sourcing
Education
Stony Brook University 2012 — 2014
Master of Science (M.S.), Human Resource Management
The George Washington University 2004 — 2008
Bachelor of Arts, Psychology
Packer Collegiate Institute 2000 — 2004
Diploma
Stephen McMahon, QKA Stephen McMahon, QKA's Putnam Investments Experience 1991 - 1993
Job Pension Consultant/Pension Consultants, Inc.
Industry Financial Services
Experience
Pension Consultants, Inc. August 2014 - Present
Milliman December 2010 - May 2014
Enterprise Iron Financial Industry Solutions, Inc. October 2006 - December 2009
Wells Fargo December 2005 - June 2006
CitiStreet (now ING) October 2003 - November 2005
CitiStreet April 2002 - October 2003
State Street/Citistreet March 1995 - April 2002
State Street Research/Met life 1993 - 1995
Putnam Investments 1991 - 1993
Skills
401k, Retirement, Payroll, Training, Process Improvement, Mutual Funds, Call Centers, Nondiscrimination..., Account Reconciliation, Leadership, ERISA, Investments, Defined Benefit, Employee Benefits, Retirement Planning, Defined Contribution, Customer Service, Financial Services, Pensions, Form 5500, Business Analysis, Data Analysis, Project Management
Education
Suffolk University 1988 — 1990
Bachelors, Finance
Pension Consultants, Inc. August 2014 - Present
Milliman December 2010 - May 2014
Enterprise Iron Financial Industry Solutions, Inc. October 2006 - December 2009
Wells Fargo December 2005 - June 2006
CitiStreet (now ING) October 2003 - November 2005
CitiStreet April 2002 - October 2003
State Street/Citistreet March 1995 - April 2002
State Street Research/Met life 1993 - 1995
Putnam Investments 1991 - 1993
Skills
401k, Retirement, Payroll, Training, Process Improvement, Mutual Funds, Call Centers, Nondiscrimination..., Account Reconciliation, Leadership, ERISA, Investments, Defined Benefit, Employee Benefits, Retirement Planning, Defined Contribution, Customer Service, Financial Services, Pensions, Form 5500, Business Analysis, Data Analysis, Project Management
Education
Suffolk University 1988 — 1990
Bachelors, Finance
Tracy Tierney-Clifford Tracy Tierney-Clifford's Putnam Investments Experience August 2000 - November 2007
Job Relationship Manager at Empower Retirement
Industry Financial Services
Experience
Empower Retirement September 2015 - Present
New York Life Retirement Services May 2009 - September 2015
MassMutual November 2007 - April 2009
Putnam Investments August 2000 - November 2007
Skills
401k, Insurance, Relationship Management, Retirement, Mutual Funds, Series 63, Series 7, Retirement Planning, Series 6, Defined Benefit, Fixed Annuities, Investments, CRM, Pensions, ERISA, Financial Services, Employee Benefits, FINRA
Education
Suffolk University 1990 — 1994
BA, criminal justice
Empower Retirement September 2015 - Present
New York Life Retirement Services May 2009 - September 2015
MassMutual November 2007 - April 2009
Putnam Investments August 2000 - November 2007
Skills
401k, Insurance, Relationship Management, Retirement, Mutual Funds, Series 63, Series 7, Retirement Planning, Series 6, Defined Benefit, Fixed Annuities, Investments, CRM, Pensions, ERISA, Financial Services, Employee Benefits, FINRA
Education
Suffolk University 1990 — 1994
BA, criminal justice
Melissa Sheehy Melissa Sheehy's Putnam Investments Experience September 2014 - Present
Job Controls Business Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments September 2014 - Present
Putnam Investments December 2012 - September 2014
Putnam Investments August 2012 - December 2012
Skills
Microsoft Excel, Business Analysis, Finance, Financial Reporting, Leadership, Financial Analysis, Time Management, Control Reporting, Presentation, Oral/Written..., Customer Service
Education
Suffolk University 2011 — 2013
Bachelor of Science in Business Administration, Finance, 3.945 GPA on 4.0 scale
Sacred Heart High School 2005 — 2009
High School Diploma, 3.85
Putnam Investments September 2014 - Present
Putnam Investments December 2012 - September 2014
Putnam Investments August 2012 - December 2012
Skills
Microsoft Excel, Business Analysis, Finance, Financial Reporting, Leadership, Financial Analysis, Time Management, Control Reporting, Presentation, Oral/Written..., Customer Service
Education
Suffolk University 2011 — 2013
Bachelor of Science in Business Administration, Finance, 3.945 GPA on 4.0 scale
Sacred Heart High School 2005 — 2009
High School Diploma, 3.85
Amanda Harold Amanda Harold's Putnam Investments Experience March 2014 - June 2015
Job Compliance Associate at Highfields Capital
Industry Higher Education
Experience
Highfields Capital June 2015 - Present
Putnam Investments March 2014 - June 2015
U.S. Securities and Exchange Commission May 2012 - March 2014
Citizens Financial Group May 2011 - September 2011
America's Growth Capital May 2011 - June 2011
Suffolk University September 2009 - May 2011
US Securities and Exchange Commission June 2010 - August 2010
Skills
Auditing, Finance, Financial Analysis, Accounting, Investments, Data Analysis, Management, Microsoft Excel, Analysis, Securities, Corporate Finance, Banking, Training, Internal Controls, Risk Management
Education
Suffolk University - Sawyer Business School 2014 — 2016
Masters in Finance, MSF
Suffolk University - Sawyer School of Management 2008 — 2012
Bachelor of Science in Business Administration
Peabody Veterans Memorial High School 2004 — 2008
High School Diploma
Highfields Capital June 2015 - Present
Putnam Investments March 2014 - June 2015
U.S. Securities and Exchange Commission May 2012 - March 2014
Citizens Financial Group May 2011 - September 2011
America's Growth Capital May 2011 - June 2011
Suffolk University September 2009 - May 2011
US Securities and Exchange Commission June 2010 - August 2010
Skills
Auditing, Finance, Financial Analysis, Accounting, Investments, Data Analysis, Management, Microsoft Excel, Analysis, Securities, Corporate Finance, Banking, Training, Internal Controls, Risk Management
Education
Suffolk University - Sawyer Business School 2014 — 2016
Masters in Finance, MSF
Suffolk University - Sawyer School of Management 2008 — 2012
Bachelor of Science in Business Administration
Peabody Veterans Memorial High School 2004 — 2008
High School Diploma
Gregory Spector Gregory Spector's Putnam Investments Experience November 1996 - December 1997
Job Client Reporting Supervisor at Barclays Wealth
Industry Financial Services
Experience
LEHMAN BROTHERS/BARCLAYS WEALTH December 2005 - Present
BEAUMONT FINANCIAL PARTNERS April 2004 - May 2005
BOSTON PRIVATE BANK & TRUST COMPANY June 2000 - December 2003
PNC BANK December 1997 - September 1999
Putnam Investments November 1996 - December 1997
Skills
Equities, Financial Services, Trading, Account Reconciliation, Investments, Portfolio Management, Equity Trading, Management, Accounting, Fixed Income
Education
Suffolk University 2001 — 2003
MBA, Business Administration
University of Arizona 1992 — 1996
BA in Business and Public Administration, Business
LEHMAN BROTHERS/BARCLAYS WEALTH December 2005 - Present
BEAUMONT FINANCIAL PARTNERS April 2004 - May 2005
BOSTON PRIVATE BANK & TRUST COMPANY June 2000 - December 2003
PNC BANK December 1997 - September 1999
Putnam Investments November 1996 - December 1997
Skills
Equities, Financial Services, Trading, Account Reconciliation, Investments, Portfolio Management, Equity Trading, Management, Accounting, Fixed Income
Education
Suffolk University 2001 — 2003
MBA, Business Administration
University of Arizona 1992 — 1996
BA in Business and Public Administration, Business
Eric Silva's Putnam Investments Experience 1996 - 1998
Job Team Leader, SaaS Software Marketing, IBM Cloud FOLLOW ME @skiingmadman Helping the world collaborate views are mine
Industry Information Technology and Services
Experience
IBM 2013 - Present
Sepaton (acquired by Hitachi Data Systems) 2011 - 2013
EMC 2004 - 2011
EMC 1998 - 2002
Putnam Investments 1996 - 1998
Fidelity Investments 1992 - 1996
Skills
Go-to-market Strategy, Sales Enablement, Enterprise Software, Demand Generation, Cloud Computing, Pre-sales, Product Marketing, Strategy, Storage, CRM, SaaS, Storage Virtualization, Sales Operations, Channel Partners, Strategic Partnerships, Marketing Strategy, Customer Communication, Messaging, Sales Process, Business Alliances, Partner Management, Data Center, Solution Selling, Product Management, Salesforce.com, Enterprise Storage, Virtualization, Selling, Professional Services, Multi-channel Marketing, Management, Channel, Business Continuity, Storage Solutions, Product Launch, Market Analysis, Program Management, Integration, Product Lifecycle..., Executive Management, Marketing, Business Development, Cross-functional Team..., Lead Generation, SAN, Leadership, Start-ups, Disaster Recovery, Product Development, Entrepreneurship
Education
Suffolk University - Sawyer School of Management
MBA, Marketing
University of Vermont
BA, Economics
Stowe High School
High School Diploma, College Prep
IBM 2013 - Present
Sepaton (acquired by Hitachi Data Systems) 2011 - 2013
EMC 2004 - 2011
EMC 1998 - 2002
Putnam Investments 1996 - 1998
Fidelity Investments 1992 - 1996
Skills
Go-to-market Strategy, Sales Enablement, Enterprise Software, Demand Generation, Cloud Computing, Pre-sales, Product Marketing, Strategy, Storage, CRM, SaaS, Storage Virtualization, Sales Operations, Channel Partners, Strategic Partnerships, Marketing Strategy, Customer Communication, Messaging, Sales Process, Business Alliances, Partner Management, Data Center, Solution Selling, Product Management, Salesforce.com, Enterprise Storage, Virtualization, Selling, Professional Services, Multi-channel Marketing, Management, Channel, Business Continuity, Storage Solutions, Product Launch, Market Analysis, Program Management, Integration, Product Lifecycle..., Executive Management, Marketing, Business Development, Cross-functional Team..., Lead Generation, SAN, Leadership, Start-ups, Disaster Recovery, Product Development, Entrepreneurship
Education
Suffolk University - Sawyer School of Management
MBA, Marketing
University of Vermont
BA, Economics
Stowe High School
High School Diploma, College Prep
James Cobis's Putnam Investments Experience June 1999 - December 2007
Job Investment Operations Manager Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management August 2015 - Present
State Street January 2007 - August 2015
Putnam Investments June 1999 - December 2007
Skills
Equities, Mutual Funds, Fund Accounting, Fixed Income, Bloomberg, Client Relations Skills, Financial Audits, Management, Account Reconciliation, Accounting, Auditing
Education
Stonehill College 1995 — 1999
Bachelor's degree, Accounting
Manulife Asset Management August 2015 - Present
State Street January 2007 - August 2015
Putnam Investments June 1999 - December 2007
Skills
Equities, Mutual Funds, Fund Accounting, Fixed Income, Bloomberg, Client Relations Skills, Financial Audits, Management, Account Reconciliation, Accounting, Auditing
Education
Stonehill College 1995 — 1999
Bachelor's degree, Accounting
Richard Leung Richard Leung's Putnam Investments Experience March 2007 - February 2009
Job Experienced Financial Business Professional
Industry Financial Services
Experience
Putnam Investments March 2007 - February 2009
Fidelity Investments August 2005 - October 2006
Fidelity Investments September 2000 - July 2005
Fidelity Investments October 1994 - August 2000
Skills
Financial Modeling, Bloomberg, Customer Service, Access, Financial Analysis, Investments, Valuation, Fixed Income, Mutual Funds, Management, Data Analysis, Portfolio Management, Corporate Finance, Finance, Securities
Education
Suffolk University - Sawyer Business School
MSF, Finance
Suffolk University - Sawyer Business School
BSBA, Major: Finance, Minors: Economics & CIS
Putnam Investments March 2007 - February 2009
Fidelity Investments August 2005 - October 2006
Fidelity Investments September 2000 - July 2005
Fidelity Investments October 1994 - August 2000
Skills
Financial Modeling, Bloomberg, Customer Service, Access, Financial Analysis, Investments, Valuation, Fixed Income, Mutual Funds, Management, Data Analysis, Portfolio Management, Corporate Finance, Finance, Securities
Education
Suffolk University - Sawyer Business School
MSF, Finance
Suffolk University - Sawyer Business School
BSBA, Major: Finance, Minors: Economics & CIS
Alyssa McNeil's Putnam Investments Experience 1999 - 2000
Job Marketing Technology Specialist at Goodwin Procter LLP
Industry Financial Services
Experience
Goodwin Procter LLP October 2012 - Present
State Street Global Advisors (SSgA) June 2006 - September 2012
State Street Global Advisors August 2000 - May 2006
Putnam Investments 1999 - 2000
Stop & Shop 1995 - 2000
Skills
Analysis, CRM, Data Analysis, Business Analysis, Management, Microsoft Office, Teamwork, Portfolio Management, Finance, Software Documentation, Training, Google Analytics, Invoicing, SharePoint, Social Networking, CRM software, Reference Data, Billing, InterAction CRM, Web Analytics, Email Marketing, Project Management, Microsoft Excel
Education
Suffolk University - Sawyer Business School 2002 — 2005
MBA, Business w/Marketing Concentration
University of Massachusetts, Amherst 1995 — 1999
BA, Psychology
Goodwin Procter LLP October 2012 - Present
State Street Global Advisors (SSgA) June 2006 - September 2012
State Street Global Advisors August 2000 - May 2006
Putnam Investments 1999 - 2000
Stop & Shop 1995 - 2000
Skills
Analysis, CRM, Data Analysis, Business Analysis, Management, Microsoft Office, Teamwork, Portfolio Management, Finance, Software Documentation, Training, Google Analytics, Invoicing, SharePoint, Social Networking, CRM software, Reference Data, Billing, InterAction CRM, Web Analytics, Email Marketing, Project Management, Microsoft Excel
Education
Suffolk University - Sawyer Business School 2002 — 2005
MBA, Business w/Marketing Concentration
University of Massachusetts, Amherst 1995 — 1999
BA, Psychology
Mark Bugbee Mark Bugbee's Putnam Investments Experience January 1996 - January 1997
Job Education
Industry Education Management
Experience
Quinsigamond Elementary School December 2011 - Present
Beacon ABA Services January 2011 - January 2011
Leicester Middle School January 2008 - January 2011
PFPC Worldwide/First Data ISG June 2001 - August 2002
PFPC Worldwide/First Data ISG October 2000 - June 2001
PFPC Worldwide/First Data ISG June 1999 - October 2000
First Data ISG February 1998 - June 1999
First Data ISG February 1997 - February 1998
Putnam Investments January 1996 - January 1997
Skills
Curriculum Design, Customer Service, Sales, Salesforce.com, Public Speaking, Team Building
Education
Worcester State College 2005 — 2006
Non-Degree Initial Licensure Program, Elementary Education
Stonehill College 1989 — 1993
Bachelor of Arts, Psychology
Quinsigamond Elementary School December 2011 - Present
Beacon ABA Services January 2011 - January 2011
Leicester Middle School January 2008 - January 2011
PFPC Worldwide/First Data ISG June 2001 - August 2002
PFPC Worldwide/First Data ISG October 2000 - June 2001
PFPC Worldwide/First Data ISG June 1999 - October 2000
First Data ISG February 1998 - June 1999
First Data ISG February 1997 - February 1998
Putnam Investments January 1996 - January 1997
Skills
Curriculum Design, Customer Service, Sales, Salesforce.com, Public Speaking, Team Building
Education
Worcester State College 2005 — 2006
Non-Degree Initial Licensure Program, Elementary Education
Stonehill College 1989 — 1993
Bachelor of Arts, Psychology
Adam Mattson, CRPC® Adam Mattson, CRPC®'s Putnam Investments Experience October 2002 - October 2004
Job Lead Business Analyst at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US April 2015 - Present
Columbia Management January 2008 - March 2015
Columbia Management January 2006 - December 2007
Putnam Investments October 2002 - October 2004
Skills
Mutual Funds, Investments, Asset Management, Equities, Fixed Income, Portfolio Management, Series 7, Asset Allocation, Series 63, Wealth Management, Securities, Financial Services, Trading, Investment Strategies, Capital Markets, Retirement Planning
Education
Suffolk University 1999 — 2002
Bachelor of Science (B.S.), Finance, General
Columbia Threadneedle Investments, US April 2015 - Present
Columbia Management January 2008 - March 2015
Columbia Management January 2006 - December 2007
Putnam Investments October 2002 - October 2004
Skills
Mutual Funds, Investments, Asset Management, Equities, Fixed Income, Portfolio Management, Series 7, Asset Allocation, Series 63, Wealth Management, Securities, Financial Services, Trading, Investment Strategies, Capital Markets, Retirement Planning
Education
Suffolk University 1999 — 2002
Bachelor of Science (B.S.), Finance, General
Livia Quan Aber's Putnam Investments Experience 1996 - 1998
Job Of Counsel at Parker Brown Macaulay & Sheerin, P.C.
Industry Law Practice
Experience
Parker Brown Macaulay & Sheerin, P.C. 2014 - Present
Parker Brown Macaulay & Sheerin, P.C. 2005 - 2013
Mercer 1998 - 2005
Putnam Investments 1996 - 1998
U.S. Department of Labor 1995 - 1996
Skills
ERISA
Education
Suffolk University Law School 1993 — 1996
Juris Doctor
University of Rochester 1988 — 1992
B.A.
Parker Brown Macaulay & Sheerin, P.C. 2014 - Present
Parker Brown Macaulay & Sheerin, P.C. 2005 - 2013
Mercer 1998 - 2005
Putnam Investments 1996 - 1998
U.S. Department of Labor 1995 - 1996
Skills
ERISA
Education
Suffolk University Law School 1993 — 1996
Juris Doctor
University of Rochester 1988 — 1992
B.A.
Joshua Carroll Joshua Carroll's Putnam Investments Experience June 2005 - August 2006
Job Consultant Distribution Insights at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance April 2015 - Present
MFS Investment Management April 2011 - April 2015
MFS Investment Management January 2008 - May 2011
MFS Investment Management August 2006 - January 2008
Putnam Investments June 2005 - August 2006
Putnam Investments December 2004 - June 2005
Skills
Mutual Funds, Financial Services, Financial Analysis, Equities, Fixed Income, Investments, Data Analysis, Business Analysis, Business Planning, Forecasting, Finance, Strategic Financial..., Capital Budgeting, Operating Budgets, Process Improvement, Pricing Analysis, Strategic Alliances, International Sales, Project Management, Risk Management, Financial Planning, Management, Microsoft Excel
Education
Suffolk University - Sawyer School of Management 2010 — 2013
MBA, Finance
University of Massachusetts Lowell 2000 — 2004
BSA, Business Administration, M.I.S/Marketing
Liberty Mutual Insurance April 2015 - Present
MFS Investment Management April 2011 - April 2015
MFS Investment Management January 2008 - May 2011
MFS Investment Management August 2006 - January 2008
Putnam Investments June 2005 - August 2006
Putnam Investments December 2004 - June 2005
Skills
Mutual Funds, Financial Services, Financial Analysis, Equities, Fixed Income, Investments, Data Analysis, Business Analysis, Business Planning, Forecasting, Finance, Strategic Financial..., Capital Budgeting, Operating Budgets, Process Improvement, Pricing Analysis, Strategic Alliances, International Sales, Project Management, Risk Management, Financial Planning, Management, Microsoft Excel
Education
Suffolk University - Sawyer School of Management 2010 — 2013
MBA, Finance
University of Massachusetts Lowell 2000 — 2004
BSA, Business Administration, M.I.S/Marketing
Glen Goland Glen Goland's Putnam Investments Experience May 2000 - June 2002
Job Financial Advisor at Confluence Wealth Management
Industry Law Practice
Experience
Confluence Wealth Management January 2015 - Present
Samuels Yoelin Kantor LLP November 2010 - December 2014
Squillace & Associates, P.C. March 2008 - December 2009
Guardian Investor Services/RS Funds July 2002 - March 2008
Suffolk University Law School May 2007 - August 2007
Focusin Music August 2001 - December 2004
Putnam Investments May 2000 - June 2002
Citizens Bank December 1999 - May 2000
Pioneer Investments April 1999 - November 1999
Fleet Bank 1998 - 1999
Education
Suffolk University Law School 2006 — 2009
JD
University of Massachusetts 1992 — 1996
Bachelor of Arts, Sports Management
Armstrong
Confluence Wealth Management January 2015 - Present
Samuels Yoelin Kantor LLP November 2010 - December 2014
Squillace & Associates, P.C. March 2008 - December 2009
Guardian Investor Services/RS Funds July 2002 - March 2008
Suffolk University Law School May 2007 - August 2007
Focusin Music August 2001 - December 2004
Putnam Investments May 2000 - June 2002
Citizens Bank December 1999 - May 2000
Pioneer Investments April 1999 - November 1999
Fleet Bank 1998 - 1999
Education
Suffolk University Law School 2006 — 2009
JD
University of Massachusetts 1992 — 1996
Bachelor of Arts, Sports Management
Armstrong
James Matt James Matt's Putnam Investments Experience August 1994 - July 1999
Job Owner / Portfolio Manager at Pogson & Matt Wealth Management Group
Industry Financial Services
Experience
Pogson & Matt Wealth Management Group June 2008 - Present
Fidelity Investments August 1999 - June 2008
Putnam Investments August 1994 - July 1999
Skills
Retirement Planning
Education
Suffolk University 1996 — 1999
Finance
Pogson & Matt Wealth Management Group June 2008 - Present
Fidelity Investments August 1999 - June 2008
Putnam Investments August 1994 - July 1999
Skills
Retirement Planning
Education
Suffolk University 1996 — 1999
Finance
Shah Nizami Shah Nizami's Putnam Investments Experience November 2006 - August 2007
Job Associate at Morgan, Lewis & Bockius LLP
Industry Law Practice
Experience
Morgan, Lewis & Bockius LLP September 2011 - Present
Morgan, Lewis & Bockius, LLP December 2009 - May 2011
Chelsea District Court May 2009 - July 2009
NEPC (New England Pension Consultants) September 2007 - August 2008
Putnam Investments November 2006 - August 2007
Lowell Superior Court Probation Department June 2006 - August 2006
Skills
Westlaw, Legal Writing, Legal Research, Corporate Law, Securities, Due Diligence
Education
Suffolk University Law School 2008 — 2011
Juris Doctor
University of Massachusetts 2002 — 2007
Bachelor, Science Business Administration; Financial Markets
Morgan, Lewis & Bockius LLP September 2011 - Present
Morgan, Lewis & Bockius, LLP December 2009 - May 2011
Chelsea District Court May 2009 - July 2009
NEPC (New England Pension Consultants) September 2007 - August 2008
Putnam Investments November 2006 - August 2007
Lowell Superior Court Probation Department June 2006 - August 2006
Skills
Westlaw, Legal Writing, Legal Research, Corporate Law, Securities, Due Diligence
Education
Suffolk University Law School 2008 — 2011
Juris Doctor
University of Massachusetts 2002 — 2007
Bachelor, Science Business Administration; Financial Markets
Jennifer MacLean's Putnam Investments Experience June 2000 - May 2002
Job Business Architect at Mercer
Industry Financial Services
Experience
Mercer May 2012 - Present
Mercer June 2007 - May 2012
Mercer December 2002 - June 2007
Putnam Investments June 2000 - May 2002
Putnam Investments December 1998 - June 2000
Skills
Risk Management, Project Management, Business Development, Research, PMO, Business Process..., Requirements Analysis, Analysis, Business Analysis, Leadership, Management, Training, Agile Methodologies, Budgets, Process Improvement, Change Management
Education
Suffolk University 1993 — 1997
BS, Finance/Business Management
Mercer May 2012 - Present
Mercer June 2007 - May 2012
Mercer December 2002 - June 2007
Putnam Investments June 2000 - May 2002
Putnam Investments December 1998 - June 2000
Skills
Risk Management, Project Management, Business Development, Research, PMO, Business Process..., Requirements Analysis, Analysis, Business Analysis, Leadership, Management, Training, Agile Methodologies, Budgets, Process Improvement, Change Management
Education
Suffolk University 1993 — 1997
BS, Finance/Business Management
Jennifer Korn's Putnam Investments Experience August 2006 - September 2010
Job Director, Acquisition Marketing at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2012 - Present
Conning Asset Management April 2011 - January 2012
Putnam Investments August 2006 - September 2010
Loomis, Sayles & Company, LLC September 2005 - August 2006
Babson Capital Management, LLC May 2004 - August 2005
Putnam Investments September 2001 - May 2004
Putnam Investments December 1999 - September 2001
Education
Stonehill College 1995 — 1999
BS, Marketing
TIAA-CREF January 2012 - Present
Conning Asset Management April 2011 - January 2012
Putnam Investments August 2006 - September 2010
Loomis, Sayles & Company, LLC September 2005 - August 2006
Babson Capital Management, LLC May 2004 - August 2005
Putnam Investments September 2001 - May 2004
Putnam Investments December 1999 - September 2001
Education
Stonehill College 1995 — 1999
BS, Marketing
Joseph Cianciolo's Putnam Investments Experience September 2005 - January 2007
Job Financial Analyst at Beth Israel Deaconess Medical Center
Industry Financial Services
Experience
Beth Israel Deaconess Medical Center August 2008 - Present
Putnam Investments September 2005 - January 2007
Skills
Financial Analysis, Mutual Funds, Investments, Financial Modeling, Finance, Financial Services, Access, Forecasting, Microsoft Excel, Process Improvement, Financial Reporting, Customer Service, Analysis, PeopleSoft, Business Analysis, Budgets, Data Analysis
Education
Suffolk University - Sawyer Business School 2007 — 2008
MBA, International Business
University of Massachusetts Lowell 2002 — 2006
Bachelors, Finance and Marketing
Beth Israel Deaconess Medical Center August 2008 - Present
Putnam Investments September 2005 - January 2007
Skills
Financial Analysis, Mutual Funds, Investments, Financial Modeling, Finance, Financial Services, Access, Forecasting, Microsoft Excel, Process Improvement, Financial Reporting, Customer Service, Analysis, PeopleSoft, Business Analysis, Budgets, Data Analysis
Education
Suffolk University - Sawyer Business School 2007 — 2008
MBA, International Business
University of Massachusetts Lowell 2002 — 2006
Bachelors, Finance and Marketing
Thomas St. Pierre's Putnam Investments Experience July 1999 - September 2000
Job Help Desk Manager at Wolf Greenfield
Industry Information Technology and Services
Experience
Wolf Greenfield November 2001 - Present
Wolf, Greenfield & Sacks, P.C. 2001 - Present
Agency.com September 2000 - September 2001
Putnam Investments July 1999 - September 2000
Bank of Boston September 1997 - July 1999
Skills
Patent Prosecution, Microsoft Exchange, Hardware, Laptops, Networking, Software Installation, Troubleshooting
Education
Stonehill College 1991 — 1995
BA, Psychology, Sociology
Wolf Greenfield November 2001 - Present
Wolf, Greenfield & Sacks, P.C. 2001 - Present
Agency.com September 2000 - September 2001
Putnam Investments July 1999 - September 2000
Bank of Boston September 1997 - July 1999
Skills
Patent Prosecution, Microsoft Exchange, Hardware, Laptops, Networking, Software Installation, Troubleshooting
Education
Stonehill College 1991 — 1995
BA, Psychology, Sociology
Antonella Muscarella's Putnam Investments Experience December 1999 - December 2009
Job Sr. Business Systems Consultant at Putnam Investments
Industry Investment Management
Experience
Putnam Investments December 1999 - December 2009
Skills
Financial Services, Bloomberg, Series 7, Asset Managment, Portfolio Management, Business Analysis, Vendor Management, Lotus Notes, SDLC, Asset Management, Mutual Funds, Fixed Income, Equities, Securities, Derivatives, Trading Systems
Education
Suffolk University 1997 — 1999
Putnam Investments December 1999 - December 2009
Skills
Financial Services, Bloomberg, Series 7, Asset Managment, Portfolio Management, Business Analysis, Vendor Management, Lotus Notes, SDLC, Asset Management, Mutual Funds, Fixed Income, Equities, Securities, Derivatives, Trading Systems
Education
Suffolk University 1997 — 1999
Nicole Morlé's Putnam Investments Experience November 2009 - April 2011
Job AVP, Senior RFP Writer at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management April 2011 - Present
Putnam Investments November 2009 - April 2011
Meketa Investment Group October 2006 - July 2009
Skills
Marketing, Equities
Education
Suffolk University - Sawyer School of Management
BA, Marketing, Finance
Acadian Asset Management April 2011 - Present
Putnam Investments November 2009 - April 2011
Meketa Investment Group October 2006 - July 2009
Skills
Marketing, Equities
Education
Suffolk University - Sawyer School of Management
BA, Marketing, Finance
Jamson Lam's Putnam Investments Experience January 2003 - Present
Job VP at Putnam Investment
Industry Financial Services
Experience
Putnam Investments January 2003 - Present
VikTech System Inc 1999 - 2002
GTE Internetworking May 1997 - November 1999
CVS Pharmacy March 1993 - March 1997
Comtec Information System 1990 - 1993
Comtec Information System 1988 - 1990
Skills
Business Intelligence
Education
Stony Brook University 1986 — 1988
Master, Computer Engineering
Stony Brook University 1983 — 1986
Bachelor, Electrical Engineering
Putnam Investments January 2003 - Present
VikTech System Inc 1999 - 2002
GTE Internetworking May 1997 - November 1999
CVS Pharmacy March 1993 - March 1997
Comtec Information System 1990 - 1993
Comtec Information System 1988 - 1990
Skills
Business Intelligence
Education
Stony Brook University 1986 — 1988
Master, Computer Engineering
Stony Brook University 1983 — 1986
Bachelor, Electrical Engineering
Stephen Dehner's Putnam Investments Experience September 1997 - September 1999
Job Controller at GMO Renewable Resources
Industry Accounting
Experience
GMO Renewable Resources July 2012 - Present
GMO September 2010 - September 2012
KPMG August 2004 - 2010
John Hancock Funds LLC August 2000 - August 2004
Putnam Investments September 1997 - September 1999
Skills
Accounting, Mutual Funds, LLC, Financial Reporting, Audit, Auditing, Financial Services, CPA, US GAAP, Investments, Fund Accounting, Financial Accounting, Internal Controls
Education
Suffolk University - Sawyer School of Management 2002 — 2005
Master of Science, Accounting
University of Wisconsin-Madison 1995 — 1997
Master of Science, Atmospheric & Oceanic Science
Tufts University 1991 — 1995
Bachelor of Arts, History
Dartmouth High School
GMO Renewable Resources July 2012 - Present
GMO September 2010 - September 2012
KPMG August 2004 - 2010
John Hancock Funds LLC August 2000 - August 2004
Putnam Investments September 1997 - September 1999
Skills
Accounting, Mutual Funds, LLC, Financial Reporting, Audit, Auditing, Financial Services, CPA, US GAAP, Investments, Fund Accounting, Financial Accounting, Internal Controls
Education
Suffolk University - Sawyer School of Management 2002 — 2005
Master of Science, Accounting
University of Wisconsin-Madison 1995 — 1997
Master of Science, Atmospheric & Oceanic Science
Tufts University 1991 — 1995
Bachelor of Arts, History
Dartmouth High School
Kathy Lovell's Putnam Investments Experience 1984 - 2007
Job Risk Analyst
Industry Financial Services
Experience
CitiStreet 2007 - Present
ING 2007 - Present
MetLife May 1997 - March 2007
Metropolitan Life 1997 - 2007
Putnam Investments 1984 - 2007
Skills
Retirement, Financial Services, Investments, Process Improvement, Mutual Funds, 401k, Risk Management, Business Analysis, Securities, Relationship Management, SDLC, Alternative Investments
Education
Suffolk University
CitiStreet 2007 - Present
ING 2007 - Present
MetLife May 1997 - March 2007
Metropolitan Life 1997 - 2007
Putnam Investments 1984 - 2007
Skills
Retirement, Financial Services, Investments, Process Improvement, Mutual Funds, 401k, Risk Management, Business Analysis, Securities, Relationship Management, SDLC, Alternative Investments
Education
Suffolk University
John Mazaka's Putnam Investments Experience September 2001 - May 2003
Job Localsearch Massachusetts
Industry Investment Management
Experience
Localsearch Massachusetts January 2008 - Present
Putnam Investments September 2001 - May 2003
Fidelity Investments September 1993 - March 1999
Hewlett Packard 1979 - 1993
Education
Suffolk University 2005 — 2007
Accounting, Accounting
Localsearch Massachusetts January 2008 - Present
Putnam Investments September 2001 - May 2003
Fidelity Investments September 1993 - March 1999
Hewlett Packard 1979 - 1993
Education
Suffolk University 2005 — 2007
Accounting, Accounting
Bethany Roy's Putnam Investments Experience August 2003 - August 2005
Job Sr. Business Analyst at University System of New Hampshire
Industry Information Technology and Services
Experience
University System of New Hampshire September 2005 - Present
Putnam Investments August 2003 - August 2005
Putnam Investments November 2000 - July 2003
Putnam Investments May 2000 - November 2000
Putnam Investments December 1998 - May 2000
State Steet Bank April 1998 - December 1998
State Street June 1996 - April 1998
Millbrook Distribution Services April 1995 - June 1996
Osram Sylvania May 1994 - April 1995
Skills
Business Analysis, Process Improvement, Financial Services, Requirements Gathering, SQL, Fixed Income, Visio, SDLC, Vendor Management, Data Analysis, Business Requirements, Requirements Analysis, Project Management, Customer Service, Software Project...
Education
Suffolk University - Sawyer Business School 2001 — 2004
Master of Science in Finance, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1994
Business Administration
University System of New Hampshire September 2005 - Present
Putnam Investments August 2003 - August 2005
Putnam Investments November 2000 - July 2003
Putnam Investments May 2000 - November 2000
Putnam Investments December 1998 - May 2000
State Steet Bank April 1998 - December 1998
State Street June 1996 - April 1998
Millbrook Distribution Services April 1995 - June 1996
Osram Sylvania May 1994 - April 1995
Skills
Business Analysis, Process Improvement, Financial Services, Requirements Gathering, SQL, Fixed Income, Visio, SDLC, Vendor Management, Data Analysis, Business Requirements, Requirements Analysis, Project Management, Customer Service, Software Project...
Education
Suffolk University - Sawyer Business School 2001 — 2004
Master of Science in Finance, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1994
Business Administration
Eric Ryan's Putnam Investments Experience 1999 - 2000
Job Senior Manager of Solutions Consulting, Insurance at Pegasystems
Industry Computer Software
Experience
Pegasystems January 2015 - Present
Pegasystems January 2012 - December 2014
Pegasystems July 2010 - December 2011
Oracle July 2000 - June 2010
Oracle USA, Inc. July 2000 - June 2010
Putnam Investments 1999 - 2000
Massachusetts Department of Employment & Training December 1989 - August 1999
Putnam Investments 1997 - 1998
Coopers & Lybrand March 1996 - February 1997
Satuit Technologies May 1995 - March 1996
Skills
CRM, SFA, Contact Centers, Customer Service Systems, Business Process Design, Case Management Software, SaaS, SOA, Sales Management, Predictive Analytics, Business Intelligence, Data Warehousing, ERP, Software Development, Project Management, DBMS, Databases, Security, Enterprise Software, Pre-sales, Enterprise Architecture, Process Optimization, Property & Casualty..., Life Insurance, Insurance Claims Systems, Business Process..., Middleware, Business Process, Management, Cloud Computing
Education
Suffolk University - Sawyer Business School 1989 — 1994
BSBA, Computer Information Systems
Pegasystems January 2015 - Present
Pegasystems January 2012 - December 2014
Pegasystems July 2010 - December 2011
Oracle July 2000 - June 2010
Oracle USA, Inc. July 2000 - June 2010
Putnam Investments 1999 - 2000
Massachusetts Department of Employment & Training December 1989 - August 1999
Putnam Investments 1997 - 1998
Coopers & Lybrand March 1996 - February 1997
Satuit Technologies May 1995 - March 1996
Skills
CRM, SFA, Contact Centers, Customer Service Systems, Business Process Design, Case Management Software, SaaS, SOA, Sales Management, Predictive Analytics, Business Intelligence, Data Warehousing, ERP, Software Development, Project Management, DBMS, Databases, Security, Enterprise Software, Pre-sales, Enterprise Architecture, Process Optimization, Property & Casualty..., Life Insurance, Insurance Claims Systems, Business Process..., Middleware, Business Process, Management, Cloud Computing
Education
Suffolk University - Sawyer Business School 1989 — 1994
BSBA, Computer Information Systems
Melanie Schrems's Putnam Investments Experience May 1996 - July 2008
Job Recognition Strategist at Globoforce
Industry Consumer Goods
Experience
Globoforce August 2013 - Present
Swarovski December 2011 - July 2013
PwC May 2011 - December 2011
MFS Investment Management August 2008 - May 2011
Putnam Investments May 1996 - July 2008
Skills
Corporate Communications, Strategic Communications, Project Management, Human Resources, Intranet, Research, Public Relations, Social Media, Marketing, Internal Communications, Organizational..., Newsletters, Event Planning, Press Releases
Education
Suffolk University
BS, Communications/Public Relations
Globoforce August 2013 - Present
Swarovski December 2011 - July 2013
PwC May 2011 - December 2011
MFS Investment Management August 2008 - May 2011
Putnam Investments May 1996 - July 2008
Skills
Corporate Communications, Strategic Communications, Project Management, Human Resources, Intranet, Research, Public Relations, Social Media, Marketing, Internal Communications, Organizational..., Newsletters, Event Planning, Press Releases
Education
Suffolk University
BS, Communications/Public Relations
Richard Lerman's Putnam Investments Experience July 1997 - December 1999
Job Vice President, Brown Brothers Harriman
Industry Information Technology and Services
Experience
Brown Brothers Harriman April 2001 - Present
Independence Investments December 1999 - March 2001
Putnam Investments July 1997 - December 1999
BTM Capital Corporation August 1995 - June 1997
BTM Capital Corporation June 1993 - August 1995
State Street Bank January 1990 - June 1993
The Boston Company March 1988 - January 1990
Skills
Derivatives, FX, SWIFT, Fixed Income Trading, Equity Trading, Transfer Agency, Trading, Securities, Back Office, Portfolio Management, Reconciliation, Accounting, Mutual Funds, Pricing, Fixed Income, Equities, Bonds, Financial Reporting, Middle Office, Trading Systems, Options
Education
Suffolk University - Sawyer Business School 1992 — 1994
Masters of Science, Finance
University of Massachusetts Lowell 1982 — 1987
B.S., Finance
Malden High School
Brown Brothers Harriman April 2001 - Present
Independence Investments December 1999 - March 2001
Putnam Investments July 1997 - December 1999
BTM Capital Corporation August 1995 - June 1997
BTM Capital Corporation June 1993 - August 1995
State Street Bank January 1990 - June 1993
The Boston Company March 1988 - January 1990
Skills
Derivatives, FX, SWIFT, Fixed Income Trading, Equity Trading, Transfer Agency, Trading, Securities, Back Office, Portfolio Management, Reconciliation, Accounting, Mutual Funds, Pricing, Fixed Income, Equities, Bonds, Financial Reporting, Middle Office, Trading Systems, Options
Education
Suffolk University - Sawyer Business School 1992 — 1994
Masters of Science, Finance
University of Massachusetts Lowell 1982 — 1987
B.S., Finance
Malden High School
Eleana Ricci's Putnam Investments Experience March 2006 - Present
Job Administrative Assistant at Putnam Investments
Industry Hospitality
Experience
Putnam Investments March 2006 - Present
Marriott International March 1999 - March 2006
Education
Suffolk University
Putnam Investments March 2006 - Present
Marriott International March 1999 - March 2006
Education
Suffolk University
Sonia Medina's Putnam Investments Experience June 2003 - Present
Job Quantitative Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2003 - Present
Putnam Investments September 2000 - June 2003
Education
Suffolk University
Bachelor's Degree, Finance
Putnam Investments June 2003 - Present
Putnam Investments September 2000 - June 2003
Education
Suffolk University
Bachelor's Degree, Finance
Pamela Trenholm's Putnam Investments Experience 1994 - 2004
Job Director, Product Management, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments November 2005 - September 2012
State Street Bank March 2005 - November 2005
Putnam Investments 1994 - 2004
Boston Financial Data Services 1990 - 1994
Skills
SDLC, Vendor Management, Business Requirements, Systems Analysis, Agile Methodologies, Visio, Business Analysis
Education
Suffolk University 1994 — 1999
Masters, Business Administration
Suffolk University 1990 — 1994
Bachelors, Accounting
Fidelity Investments September 2012 - Present
Fidelity Investments November 2005 - September 2012
State Street Bank March 2005 - November 2005
Putnam Investments 1994 - 2004
Boston Financial Data Services 1990 - 1994
Skills
SDLC, Vendor Management, Business Requirements, Systems Analysis, Agile Methodologies, Visio, Business Analysis
Education
Suffolk University 1994 — 1999
Masters, Business Administration
Suffolk University 1990 — 1994
Bachelors, Accounting
Rick Alberts's Putnam Investments Experience December 1995 - July 2007
Job National Director, Payroll and Corporate Services at United Natural Foods, Inc.
Industry Food & Beverages
Experience
United Natural Foods, Inc. May 2010 - Present
Citizens Bank July 2007 - May 2010
Putnam Investments December 1995 - July 2007
Avery Dennison October 1994 - December 1995
First Security Services August 1986 - October 1994
Skills
Payroll, Pay, General Ledger, PeopleSoft, Special Projects, Account Reconciliation, Compliance, SOX, Accounts Payable, Accounting, Shared Services, Process Improvement, ADP, Change Management, Internal Controls, Budgets, Ceridian, Microsoft Excel, Financial Accounting, Succession Planning, Payroll Taxes, Kronos, Multi-State Sales Tax, Management, Microsoft Office, Vendor Management, Team Building, Business Process..., Multi-state Payroll..., Payroll Analysis, Leadership, Deferred Compensation, Accounts Receivable, Human Resources, Financial Reporting, ADP Payroll, Sarbanes-Oxley Act, Employee Relations, Onboarding, Performance Management, HRIS, FMLA, Mergers & Acquisitions, Hiring, Applicant Tracking..., Personnel Management, Workforce Planning, New Hire Orientations, College Recruiting, ADP ReportSmith
Education
Suffolk University
BSBA, Accounting
United Natural Foods, Inc. May 2010 - Present
Citizens Bank July 2007 - May 2010
Putnam Investments December 1995 - July 2007
Avery Dennison October 1994 - December 1995
First Security Services August 1986 - October 1994
Skills
Payroll, Pay, General Ledger, PeopleSoft, Special Projects, Account Reconciliation, Compliance, SOX, Accounts Payable, Accounting, Shared Services, Process Improvement, ADP, Change Management, Internal Controls, Budgets, Ceridian, Microsoft Excel, Financial Accounting, Succession Planning, Payroll Taxes, Kronos, Multi-State Sales Tax, Management, Microsoft Office, Vendor Management, Team Building, Business Process..., Multi-state Payroll..., Payroll Analysis, Leadership, Deferred Compensation, Accounts Receivable, Human Resources, Financial Reporting, ADP Payroll, Sarbanes-Oxley Act, Employee Relations, Onboarding, Performance Management, HRIS, FMLA, Mergers & Acquisitions, Hiring, Applicant Tracking..., Personnel Management, Workforce Planning, New Hire Orientations, College Recruiting, ADP ReportSmith
Education
Suffolk University
BSBA, Accounting
Robert DiVito's Putnam Investments Experience September 1999 - January 2012
Job Vice PresidentIT & Operations Transformation PMO Finance at State Street
Industry Financial Services
Experience
State Street January 2012 - Present
Putnam Investments September 1999 - January 2012
Putnam Investments 1999 - June 2004
Bingham McCutchen 1996 - 1999
Watson & Napoli, CPA's February 1996 - November 1996
State Street Bank 1994 - 1996
Skills
Finance, Business Analysis, Financial Reporting, Budgets, Analysis, Financial Modeling, Access, PeopleSoft, Forecasting, Strategic Financial..., Financial Analysis, Accounting, Corporate Finance, General Ledger, Leadership, Portfolio Management, Microsoft Excel, SAP, Strategic Planning, Mutual Funds, Financial Services, Team Leadership, Budget Forecasts, Team Management, SDLC, Management, Risk Management, Bloomberg, Training, Fixed Income, Equities, Securities, Asset Management, Alternative Investments, Investments, 401k, Banking, Word, Excel, PowerPoint, Business Objects, Essbase, Process Improvement, Law Firm Administration
Education
Suffolk University - Sawyer School of Management
MBA, Finance
Stonehill College
Bachelor of Science, Accounting
State Street January 2012 - Present
Putnam Investments September 1999 - January 2012
Putnam Investments 1999 - June 2004
Bingham McCutchen 1996 - 1999
Watson & Napoli, CPA's February 1996 - November 1996
State Street Bank 1994 - 1996
Skills
Finance, Business Analysis, Financial Reporting, Budgets, Analysis, Financial Modeling, Access, PeopleSoft, Forecasting, Strategic Financial..., Financial Analysis, Accounting, Corporate Finance, General Ledger, Leadership, Portfolio Management, Microsoft Excel, SAP, Strategic Planning, Mutual Funds, Financial Services, Team Leadership, Budget Forecasts, Team Management, SDLC, Management, Risk Management, Bloomberg, Training, Fixed Income, Equities, Securities, Asset Management, Alternative Investments, Investments, 401k, Banking, Word, Excel, PowerPoint, Business Objects, Essbase, Process Improvement, Law Firm Administration
Education
Suffolk University - Sawyer School of Management
MBA, Finance
Stonehill College
Bachelor of Science, Accounting
Keith Gokey's Putnam Investments Experience 1999 - 2004
Job Consultant Benefits Advisory & Compliance at Towers Watson
Industry Legal Services
Experience
Towers Watson March 2014 - Present
Mercer 2005 - March 2014
Putnam Investments 1999 - 2004
Skills
ERISA, 401k, Defined Contribution, Pensions, Risk Management, Defined Benefit, Employee Benefits, Executive Pay, Investments, Pension Administration, Profit Sharing, Retirement, Benefits Administration, Financial Services, Deferred Compensation, Retirement Planning, Mutual Funds
Education
Suffolk University Law School 1995 — 1998
Juris Doctorate, Law
Stonehill College 1990 — 1994
BA, Psychology, Education
Towers Watson March 2014 - Present
Mercer 2005 - March 2014
Putnam Investments 1999 - 2004
Skills
ERISA, 401k, Defined Contribution, Pensions, Risk Management, Defined Benefit, Employee Benefits, Executive Pay, Investments, Pension Administration, Profit Sharing, Retirement, Benefits Administration, Financial Services, Deferred Compensation, Retirement Planning, Mutual Funds
Education
Suffolk University Law School 1995 — 1998
Juris Doctorate, Law
Stonehill College 1990 — 1994
BA, Psychology, Education
Jonathan Kondracki CLTC's Putnam Investments Experience 1994 - 2002
Job Associate Director, Group Marketing, Worksite Long Term Care Insurance
Industry Insurance
Experience
Advanced Resources Marketing October 2010 - Present
Employee Family Protection January 2007 - October 2010
AFLAC January 2005 - January 2007
Fleet Bank 2002 - 2005
Putnam Investments 1994 - 2002
Skills
Disability Insurance, Health Insurance, Insurance, Sales, Employee Benefits, Life Insurance, Brokers, Marketing, Fixed Annuities, Account Management, Cold Calling, Long-term Care, Business Planning, Health Savings Accounts, Healthcare, Term Life Insurance
Education
Stonehill College 1995 — 1999
Masconomet
Masconomet
Advanced Resources Marketing October 2010 - Present
Employee Family Protection January 2007 - October 2010
AFLAC January 2005 - January 2007
Fleet Bank 2002 - 2005
Putnam Investments 1994 - 2002
Skills
Disability Insurance, Health Insurance, Insurance, Sales, Employee Benefits, Life Insurance, Brokers, Marketing, Fixed Annuities, Account Management, Cold Calling, Long-term Care, Business Planning, Health Savings Accounts, Healthcare, Term Life Insurance
Education
Stonehill College 1995 — 1999
Masconomet
Masconomet
James Fenter's Putnam Investments Experience 1998 - 2000
Job Technical Development Manager at NEPS
Industry Information Technology and Services
Experience
Fidelity Information Systems October 2010 - July 2011
NEPS, LLC August 2009 - October 2010
NEPS, LLC September 2008 - 2009
Art Plus Technology 2000 - September 2008
Putnam Investments 1998 - 2000
Skills
Enterprise Software, Process Improvement, Software Documentation, Requirements Analysis, Document Management, Databases, RFP, Project Planning, Enterprise Content..., Visio, SharePoint, Windows, HTML, Team Building, Product Management, Disaster Recovery, Quality Assurance, Test Management, Agile Methodologies, Business Analysis, Management, Project Management, SDLC, SQL
Education
Suffolk University - Sawyer Business School 1993 — 1997
MBA, Finance
Fidelity Information Systems October 2010 - July 2011
NEPS, LLC August 2009 - October 2010
NEPS, LLC September 2008 - 2009
Art Plus Technology 2000 - September 2008
Putnam Investments 1998 - 2000
Skills
Enterprise Software, Process Improvement, Software Documentation, Requirements Analysis, Document Management, Databases, RFP, Project Planning, Enterprise Content..., Visio, SharePoint, Windows, HTML, Team Building, Product Management, Disaster Recovery, Quality Assurance, Test Management, Agile Methodologies, Business Analysis, Management, Project Management, SDLC, SQL
Education
Suffolk University - Sawyer Business School 1993 — 1997
MBA, Finance
Dan Goldsbury's Putnam Investments Experience 2003 - 2005
Job High School Placement Counselor at UP Education Network
Industry Education Management
Experience
UP Education Network August 2011 - Present
Citizen Schools June 2009 - June 2011
Citizen Schools October 2008 - June 2009
Citizen Schools August 2006 - September 2008
Bird Street Community Center August 2005 - June 2007
Putnam Investments 2003 - 2005
Education
Suffolk University 2009 — 2011
Masters in Education,, School Counseling Program
University of Vermont 1998 — 2003
Bachelor's, Business Administration
UP Education Network August 2011 - Present
Citizen Schools June 2009 - June 2011
Citizen Schools October 2008 - June 2009
Citizen Schools August 2006 - September 2008
Bird Street Community Center August 2005 - June 2007
Putnam Investments 2003 - 2005
Education
Suffolk University 2009 — 2011
Masters in Education,, School Counseling Program
University of Vermont 1998 — 2003
Bachelor's, Business Administration
Derek Elliot, PMP's Putnam Investments Experience 2000 - November 2011
Job Project Manager at VantagePoint Business Solutions
Industry Financial Services
Experience
VantagePoint Business Solutions April 2011 - Present
Putnam Investments 2000 - November 2011
Putnam Investments 1998 - 2000
Bingham McCutchen 1996 - 1998
PNC Bank 1994 - 1996
Skills
Management, Project Management, Analysis, Business Objects, SAP, Finance, Financial Reporting, Business Analysis, Business Process..., Team Leadership, Business Intelligence, Enterprise Software, Financial Analysis, ERP, Accounting, Business Process
Education
Suffolk University - Sawyer Business School 1998 — 2000
MBA, Computer Information Systems
University of Massachusetts Boston 1990 — 1993
Bachelor of Science, Accounting
VantagePoint Business Solutions April 2011 - Present
Putnam Investments 2000 - November 2011
Putnam Investments 1998 - 2000
Bingham McCutchen 1996 - 1998
PNC Bank 1994 - 1996
Skills
Management, Project Management, Analysis, Business Objects, SAP, Finance, Financial Reporting, Business Analysis, Business Process..., Team Leadership, Business Intelligence, Enterprise Software, Financial Analysis, ERP, Accounting, Business Process
Education
Suffolk University - Sawyer Business School 1998 — 2000
MBA, Computer Information Systems
University of Massachusetts Boston 1990 — 1993
Bachelor of Science, Accounting
Michael F. Conley's Putnam Investments Experience May 1999 - November 2004
Job QA Business Analyst at Wellington Management Company, LLP
Industry Financial Services
Experience
Wellington Management Company, LLP December 2004 - Present
Putnam Investments May 1999 - November 2004
Education
Stonehill College 1980 — 1984
Boston College High School 1976 — 1980
Wellington Management Company, LLP December 2004 - Present
Putnam Investments May 1999 - November 2004
Education
Stonehill College 1980 — 1984
Boston College High School 1976 — 1980
Genzy Davis, CISA, CISSP's Putnam Investments Experience 2008 - Present
Job IT Audit Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments 2008 - Present
PricewaterhouseCoopers 2005 - 2008
PricewaterhouseCoopers 2003 - 2005
Skills
Internal Controls, SOX, Internal Audit, IT Audit, Risk, Sarbanes-Oxley Act, Enterprise Risk..., Financial Risk, SAS70, Auditing, Risk Management
Education
Suffolk University 2000 — 2002
MBA, Finance
Putnam Investments 2008 - Present
PricewaterhouseCoopers 2005 - 2008
PricewaterhouseCoopers 2003 - 2005
Skills
Internal Controls, SOX, Internal Audit, IT Audit, Risk, Sarbanes-Oxley Act, Enterprise Risk..., Financial Risk, SAS70, Auditing, Risk Management
Education
Suffolk University 2000 — 2002
MBA, Finance
Anne Noga's Putnam Investments Experience June 2001 - December 2003
Job Sr. Business Systems Analyst at Epsilon
Industry Information Technology and Services
Experience
Epsilon July 2013 - Present
State Street Global Advisors September 2010 - July 2013
VENTURE FINANCIAL SYSTEMS GROUP February 2001 - March 2010
Wellington Management Company February 2005 - February 2010
Fidelity Investments January 2004 - January 2005
Putnam Investments June 2001 - December 2003
Brown Brothers Harriman & Co February 2001 - June 2001
DST SYSTEMS INC January 1998 - January 2001
Putnam Investments June 1992 - October 1998
Skills
Financial Services, SDLC, Business Analysis, Business Requirements, User Acceptance Testing, Systems Analysis, Process Improvement, Project Management, Reference Data, Corporate Actions, Business Process..., Visio, Mutual Funds, Fixed Income, Swaps and Derivatives, Equities, XML, SoapUI
Education
Suffolk University
MBA
Worcester Polytechnic Institute
BSME
Epsilon July 2013 - Present
State Street Global Advisors September 2010 - July 2013
VENTURE FINANCIAL SYSTEMS GROUP February 2001 - March 2010
Wellington Management Company February 2005 - February 2010
Fidelity Investments January 2004 - January 2005
Putnam Investments June 2001 - December 2003
Brown Brothers Harriman & Co February 2001 - June 2001
DST SYSTEMS INC January 1998 - January 2001
Putnam Investments June 1992 - October 1998
Skills
Financial Services, SDLC, Business Analysis, Business Requirements, User Acceptance Testing, Systems Analysis, Process Improvement, Project Management, Reference Data, Corporate Actions, Business Process..., Visio, Mutual Funds, Fixed Income, Swaps and Derivatives, Equities, XML, SoapUI
Education
Suffolk University
MBA
Worcester Polytechnic Institute
BSME
Stacy Moriarty's Putnam Investments Experience October 1994 - September 1998
Job Compliance Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity 2005 - Present
Fidelity Investments Instutional Services Retirement Co. (FIIS) 2005 - Present
Fidelity Investments December 2004 - Present
Putnam Investments October 1994 - September 1998
Education
Suffolk University 1989 — 2003
Fidelity 2005 - Present
Fidelity Investments Instutional Services Retirement Co. (FIIS) 2005 - Present
Fidelity Investments December 2004 - Present
Putnam Investments October 1994 - September 1998
Education
Suffolk University 1989 — 2003
Christopher McFarland's Putnam Investments Experience 1996 - 1999
Job Regional Sales Consultant, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
John Hancock Financial Services 2006 - 2011
Fidelity 1999 - 2003
Putnam Investments 1996 - 1999
Education
Syracuse University 1991 — 1995
Suffolk University
Master of Business Administration (MBA)
Fidelity Investments November 2011 - Present
John Hancock Financial Services 2006 - 2011
Fidelity 1999 - 2003
Putnam Investments 1996 - 1999
Education
Syracuse University 1991 — 1995
Suffolk University
Master of Business Administration (MBA)
Erin (Jansen) Berger's Putnam Investments Experience 1999 - 2004
Job Supervision, Enforcement, and Fair Lending at Consumer Financial Protection Bureau
Industry Financial Services
Experience
Consumer Financial Protection Bureau 2011 - Present
Massachusetts Division of Banks April 2005 - 2011
Commonwealth of Massachusetts June 2004 - April 2008
Putnam Investments 1999 - 2004
Skills
Risk Management, Mutual Funds, Banking, Credit, Financial Analysis, Financial Services, Loans, Investments, Analysis, Securities, Fixed Income, Equities, Finance, Financial Modeling, Corporate Finance, Asset Managment, Credit Risk, Policy, Financial Risk, Economics, Fraud, Data Analysis, Due Diligence, Team Leadership, Bloomberg, Financial Institutions, Auditing, Relationship Management, Internal Audit
Education
Suffolk University - Sawyer Business School 2002 — 2005
MBA, Marketing
University of Massachusetts Lowell 1993 — 1999
Masters Certificate in Business Management, BS Health Education, Minor Psychology, Athletic Training
Consumer Financial Protection Bureau 2011 - Present
Massachusetts Division of Banks April 2005 - 2011
Commonwealth of Massachusetts June 2004 - April 2008
Putnam Investments 1999 - 2004
Skills
Risk Management, Mutual Funds, Banking, Credit, Financial Analysis, Financial Services, Loans, Investments, Analysis, Securities, Fixed Income, Equities, Finance, Financial Modeling, Corporate Finance, Asset Managment, Credit Risk, Policy, Financial Risk, Economics, Fraud, Data Analysis, Due Diligence, Team Leadership, Bloomberg, Financial Institutions, Auditing, Relationship Management, Internal Audit
Education
Suffolk University - Sawyer Business School 2002 — 2005
MBA, Marketing
University of Massachusetts Lowell 1993 — 1999
Masters Certificate in Business Management, BS Health Education, Minor Psychology, Athletic Training
Susan Eldracher's Putnam Investments Experience November 2003 - July 2010
Job Client ServicesPutnam Investments
Industry Financial Services
Experience
Putnam Investments November 2003 - July 2010
Microcom April 1984 - April 1993
Skills
Microsoft Word 2007..., Microsoft Excel..., Microsoft Outlook..., Microsoft Access, Microsoft PowerPoint, Microsoft Excel, Lotus Notes, Customer Service
Education
Sullivan and Cogliano Training Center 2012 — 2012
Microsoft Office Specialist
University of Massachusetts, Amherst 1979 — 1983
Bachelor of Business Administration (B.B.A.), Marketing
Putnam Investments November 2003 - July 2010
Microcom April 1984 - April 1993
Skills
Microsoft Word 2007..., Microsoft Excel..., Microsoft Outlook..., Microsoft Access, Microsoft PowerPoint, Microsoft Excel, Lotus Notes, Customer Service
Education
Sullivan and Cogliano Training Center 2012 — 2012
Microsoft Office Specialist
University of Massachusetts, Amherst 1979 — 1983
Bachelor of Business Administration (B.B.A.), Marketing
Bob Ahern's Putnam Investments Experience 1998 - 2007
Job Director of Business Intelligence & Analytics
Industry Financial Services
Experience
TIAA-CREF January 2011 - Present
TIAA-CREF July 2010 - January 2011
COMSYS 2010 - July 2010
Fidelity Investments 2007 - December 2009
Putnam Investments 1998 - 2007
MFS Investment Management 1997 - 1998
Fidelity Investments 1994 - 1997
Boston Edison 1983 - 1987
Boston Edison 1983 - 1987
Bank of Boston 1981 - 1983
Education
University of Massachusetts Boston 1974 — 1977
College Prep
University of Massachusetts Boston 1973 — 1977
BA
Boston College High School
Suffolk University - Sawyer Business School
MBA
TIAA-CREF January 2011 - Present
TIAA-CREF July 2010 - January 2011
COMSYS 2010 - July 2010
Fidelity Investments 2007 - December 2009
Putnam Investments 1998 - 2007
MFS Investment Management 1997 - 1998
Fidelity Investments 1994 - 1997
Boston Edison 1983 - 1987
Boston Edison 1983 - 1987
Bank of Boston 1981 - 1983
Education
University of Massachusetts Boston 1974 — 1977
College Prep
University of Massachusetts Boston 1973 — 1977
BA
Boston College High School
Suffolk University - Sawyer Business School
MBA
Erik Tyler's Putnam Investments Experience February 2007 - January 2015
Job Senior Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2015 - Present
Putnam Investments February 2007 - January 2015
Putnam Investments October 2004 - January 2007
Putnam Investments August 2001 - October 2004
Putnam Investments July 2000 - July 2001
Putnam Investments June 1999 - July 2000
Skills
Fixed Income, Mutual Funds, Equities, Bloomberg, Investment Management, Finance, Financial Analysis, Fund Accounting, Microsoft Excel, Alternative Investments, Lipper, FactSet, Morningstar Direct, eVestment Alliance, Performance Measurement, Performance Attribution, Performance Reporting, Team Management, Competitive Analysis, Data Analysis, Microsoft Office, PowerPoint, Orcale PL/SQL, Investments, Management, Financial Services, Asset Management, Portfolio Management
Education
Suffolk University - Sawyer School of Management 2009 — 2012
MBA, Finance
University of Massachusetts, Amherst 1995 — 1999
BA, Economics
LPL Financial February 2015 - Present
Putnam Investments February 2007 - January 2015
Putnam Investments October 2004 - January 2007
Putnam Investments August 2001 - October 2004
Putnam Investments July 2000 - July 2001
Putnam Investments June 1999 - July 2000
Skills
Fixed Income, Mutual Funds, Equities, Bloomberg, Investment Management, Finance, Financial Analysis, Fund Accounting, Microsoft Excel, Alternative Investments, Lipper, FactSet, Morningstar Direct, eVestment Alliance, Performance Measurement, Performance Attribution, Performance Reporting, Team Management, Competitive Analysis, Data Analysis, Microsoft Office, PowerPoint, Orcale PL/SQL, Investments, Management, Financial Services, Asset Management, Portfolio Management
Education
Suffolk University - Sawyer School of Management 2009 — 2012
MBA, Finance
University of Massachusetts, Amherst 1995 — 1999
BA, Economics
Carrie Gifford's Putnam Investments Experience May 1999 - April 2002
Job Project Manager at CVS Health Corporation
Industry Architecture & Planning
Experience
CVS Health Corporation April 2014 - Present
Phase 5 Interiors LLC March 2010 - Present
Sheehans Office Interiors December 2008 - January 2010
a i designs ltd December 2003 - June 2008
Putnam Investments May 1999 - April 2002
Delorey Interiors March 1996 - April 1999
Skills
AutoCAD, Space Planning, Corporate Interiors, Space-planning, Furniture, Interior Design, Design Research, Space planning, Submittals, Corporations, FF&E
Education
Suffolk University 1996 — 2002
BA, Interior Design
University of Massachusetts Dartmouth 1990 — 1993
BA, Art History
CVS Health Corporation April 2014 - Present
Phase 5 Interiors LLC March 2010 - Present
Sheehans Office Interiors December 2008 - January 2010
a i designs ltd December 2003 - June 2008
Putnam Investments May 1999 - April 2002
Delorey Interiors March 1996 - April 1999
Skills
AutoCAD, Space Planning, Corporate Interiors, Space-planning, Furniture, Interior Design, Design Research, Space planning, Submittals, Corporations, FF&E
Education
Suffolk University 1996 — 2002
BA, Interior Design
University of Massachusetts Dartmouth 1990 — 1993
BA, Art History
Mike McGrane's Putnam Investments Experience June 1998 - June 2000
Job Manager, Account Management at Ullink
Industry Financial Services
Experience
Ullink September 2014 - Present
NYSE Euronext November 2009 - August 2014
NYFIX January 2004 - December 2009
The Macgregor Group April 2004 - December 2004
Pioneer Investments July 2000 - March 2004
Putnam Investments June 1998 - June 2000
Skills
Order Management, Options, Market Data, Strategy, Equities, Electronic Trading, Trading, Vendor Management, Account Management, Management, Trading Systems, Networking, Capital Markets, Bloomberg, Series 7
Education
Suffolk University - Sawyer School of Management 2001 — 2003
MBA, Finance
University of Massachusetts, Amherst 1997 — 2000
Bachelors, Law
Ullink September 2014 - Present
NYSE Euronext November 2009 - August 2014
NYFIX January 2004 - December 2009
The Macgregor Group April 2004 - December 2004
Pioneer Investments July 2000 - March 2004
Putnam Investments June 1998 - June 2000
Skills
Order Management, Options, Market Data, Strategy, Equities, Electronic Trading, Trading, Vendor Management, Account Management, Management, Trading Systems, Networking, Capital Markets, Bloomberg, Series 7
Education
Suffolk University - Sawyer School of Management 2001 — 2003
MBA, Finance
University of Massachusetts, Amherst 1997 — 2000
Bachelors, Law
Gretchen Cupples's Putnam Investments Experience 1998 - 2003
Job Owner, Gretchen's Home Services, Inc.
Industry Design
Experience
Gretchen's Home Services, Inc. 2005 - Present
Putnam Investments 1998 - 2003
Putnam Investments 1998 - 2003
Education
Stonehill College
Business Administration
Gretchen's Home Services, Inc. 2005 - Present
Putnam Investments 1998 - 2003
Putnam Investments 1998 - 2003
Education
Stonehill College
Business Administration
Anthony DiPhilippo's Putnam Investments Experience August 1993 - July 1994
Job Vice President, IWS Client Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2010 - Present
Fidelity Investments March 2008 - January 2010
Fidelity Investments January 2007 - February 2008
Fidelity Investments April 2003 - December 2006
Fidelity Investments January 2002 - August 2003
Fidelity Investments April 2001 - June 2003
Fidelity Investments October 1999 - March 2001
Fidelity Investments August 1996 - September 1999
Fidelity Investments August 1994 - July 1996
Putnam Investments August 1993 - July 1994
Skills
Series 7, Series 24, Business Process..., Financial Services, Program Management, Risk Management, CRM, Mergers & Acquisitions, Strategy, Defined Benefit, Employee Benefits
Education
Suffolk University
Bachelor of Science in Business Administration, Accounting
Fidelity Investments January 2010 - Present
Fidelity Investments March 2008 - January 2010
Fidelity Investments January 2007 - February 2008
Fidelity Investments April 2003 - December 2006
Fidelity Investments January 2002 - August 2003
Fidelity Investments April 2001 - June 2003
Fidelity Investments October 1999 - March 2001
Fidelity Investments August 1996 - September 1999
Fidelity Investments August 1994 - July 1996
Putnam Investments August 1993 - July 1994
Skills
Series 7, Series 24, Business Process..., Financial Services, Program Management, Risk Management, CRM, Mergers & Acquisitions, Strategy, Defined Benefit, Employee Benefits
Education
Suffolk University
Bachelor of Science in Business Administration, Accounting
Issam Chleuh's Putnam Investments Experience January 2008 - May 2008
Job Impact Investor & Advisor Africa
Industry Financial Services
Experience
Africa Impact Group 2012 - Present
Impact Hub Network May 2015 - Present
Islamic Development Bank (IDB) January 2014 - Present
Ernst & Young May 2009 - April 2012
HarbourVest Partners 2008 - 2009
Ernst & Young June 2008 - August 2008
Putnam Investments January 2008 - May 2008
AZALAÏ HOTELS June 2006 - August 2006
Skills
Social and..., Impact Reporting and..., Valuation, Financial Reporting, Business Development, Creative Strategy, Innovation, Auditing, Private Equity Funding, Impact Investing, Carbon Accounting, Carbon Footprinting, Leadership, Entrepreneurship, Start-ups, Venture Capital, Corporate Finance, Due Diligence
Education
University of Notre Dame 2009 — 2010
MSc, Accounting for Impact Investing
Suffolk University 2005 — 2009
BSc, Finance
Africa Impact Group 2012 - Present
Impact Hub Network May 2015 - Present
Islamic Development Bank (IDB) January 2014 - Present
Ernst & Young May 2009 - April 2012
HarbourVest Partners 2008 - 2009
Ernst & Young June 2008 - August 2008
Putnam Investments January 2008 - May 2008
AZALAÏ HOTELS June 2006 - August 2006
Skills
Social and..., Impact Reporting and..., Valuation, Financial Reporting, Business Development, Creative Strategy, Innovation, Auditing, Private Equity Funding, Impact Investing, Carbon Accounting, Carbon Footprinting, Leadership, Entrepreneurship, Start-ups, Venture Capital, Corporate Finance, Due Diligence
Education
University of Notre Dame 2009 — 2010
MSc, Accounting for Impact Investing
Suffolk University 2005 — 2009
BSc, Finance
Mark Weddleton's Putnam Investments Experience June 2008 - May 2009
Job Senior Analyst at Medtronic
Industry Medical Devices
Experience
Medtronic February 2015 - Present
Covidien January 2014 - February 2015
Covidien January 2012 - December 2013
Siemens Healthcare Diagnostics May 2010 - December 2011
Medical Specialties Distributors, LLC May 2009 - May 2010
Real Estate - Massachusetts May 2007 - March 2010
Putnam Investments June 2008 - May 2009
Skills
Healthcare, Forecasting, Financial Modeling, Microsoft Excel, Business Analysis, Salesforce.com, Strategic Planning, Project Management, Project Delivery, Cognos, Valuation, Real Estate, Team Building, Management, Leadership, Customer Service, Portfolio Management
Education
Bentley University - Elkin B. McCallum Graduate School of Business 2009 — 2011
Master of Science, Finance
Stonehill College 2005 — 2009
Bachelor of Science in Business Administration, Finance
Medtronic February 2015 - Present
Covidien January 2014 - February 2015
Covidien January 2012 - December 2013
Siemens Healthcare Diagnostics May 2010 - December 2011
Medical Specialties Distributors, LLC May 2009 - May 2010
Real Estate - Massachusetts May 2007 - March 2010
Putnam Investments June 2008 - May 2009
Skills
Healthcare, Forecasting, Financial Modeling, Microsoft Excel, Business Analysis, Salesforce.com, Strategic Planning, Project Management, Project Delivery, Cognos, Valuation, Real Estate, Team Building, Management, Leadership, Customer Service, Portfolio Management
Education
Bentley University - Elkin B. McCallum Graduate School of Business 2009 — 2011
Master of Science, Finance
Stonehill College 2005 — 2009
Bachelor of Science in Business Administration, Finance
Stacy Mills's Putnam Investments Experience April 1999 - September 2008
Job Global Controller, Risk and Insurance Services at Marsh & McLennan Companies, Inc.
Industry Accounting
Experience
Marsh & McLennan Companies, Inc. November 2010 - Present
Marsh September 2008 - November 2010
Putnam Investments April 1999 - September 2008
State Street January 1995 - April 1999
Skills
Financial Reporting, Sarbanes-Oxley Act, Insurance, Financial Analysis, Financial Risk, Financial Modeling, Accounting, Corporate Finance, US GAAP, Internal Controls, Managerial Finance, SEC filings, Auditing, Enterprise Risk..., Finance, Hyperion Enterprise, Risk Management, SEC Filings
Education
Suffolk University 1983 — 1987
BSBA, Accounting
Marsh & McLennan Companies, Inc. November 2010 - Present
Marsh September 2008 - November 2010
Putnam Investments April 1999 - September 2008
State Street January 1995 - April 1999
Skills
Financial Reporting, Sarbanes-Oxley Act, Insurance, Financial Analysis, Financial Risk, Financial Modeling, Accounting, Corporate Finance, US GAAP, Internal Controls, Managerial Finance, SEC filings, Auditing, Enterprise Risk..., Finance, Hyperion Enterprise, Risk Management, SEC Filings
Education
Suffolk University 1983 — 1987
BSBA, Accounting
Donna Skuncik's Putnam Investments Experience January 2006 - October 2007
Job Series 7, 63, Life & Health Insurance licenses
Industry Financial Services
Experience
Damon Financial, LLC March 2015 - Present
AspenCross Financial Group, member of John Hancock Financial Network February 2013 - February 2015
BNY Mellon March 2011 - February 2013
BNY Mellon October 2010 - March 2011
Putnam Investments, Inc October 2007 - October 2010
Putnam Investments January 2006 - October 2007
Skills
Call Center, Vendor Management, Business Analysis, Process Improvement, Cross-functional Team..., Workforce Management, Customer Service, Customer Retention, Customer Satisfaction, Team Leadership, Account Management, Marketing Strategy, Marketing, Team Building, Coaching, Leadership, Analysis
Education
Suffolk University 1984 — 1988
BSBA, Marketing and Management
The Newman School 1981 — 1984
HS diploma
Damon Financial, LLC March 2015 - Present
AspenCross Financial Group, member of John Hancock Financial Network February 2013 - February 2015
BNY Mellon March 2011 - February 2013
BNY Mellon October 2010 - March 2011
Putnam Investments, Inc October 2007 - October 2010
Putnam Investments January 2006 - October 2007
Skills
Call Center, Vendor Management, Business Analysis, Process Improvement, Cross-functional Team..., Workforce Management, Customer Service, Customer Retention, Customer Satisfaction, Team Leadership, Account Management, Marketing Strategy, Marketing, Team Building, Coaching, Leadership, Analysis
Education
Suffolk University 1984 — 1988
BSBA, Marketing and Management
The Newman School 1981 — 1984
HS diploma
Donald Perault's Putnam Investments Experience 1991 - 2004
Job Managing Director Account Manager at BlackRock
Industry Financial Services
Experience
BlackRock 2004 - Present
Putnam Investments 1991 - 2004
Skills
Alternative Investments, Fixed Income, Mutual Funds, Asset Management, Asset Allocation, Equities, Series 7, Investment Management, Investment Strategies, Series 63, Bloomberg, Investments, Securities
Education
Suffolk University - Sawyer Business School
BSBA
BlackRock 2004 - Present
Putnam Investments 1991 - 2004
Skills
Alternative Investments, Fixed Income, Mutual Funds, Asset Management, Asset Allocation, Equities, Series 7, Investment Management, Investment Strategies, Series 63, Bloomberg, Investments, Securities
Education
Suffolk University - Sawyer Business School
BSBA
Michael Melanson's Putnam Investments Experience 2001 - 2003
Job Radiation Therapist at North Shore Cancer Center
Industry Hospital & Health Care
Experience
North Shore Cancer Center 2003 - Present
Putnam Investments 2001 - 2003
Education
Suffolk University 2003 — 2005
Cerification, Radiation Therapy
Suffolk University - Sawyer Business School 1997 — 2001
BSBA, Finance and Marketing
North Shore Cancer Center 2003 - Present
Putnam Investments 2001 - 2003
Education
Suffolk University 2003 — 2005
Cerification, Radiation Therapy
Suffolk University - Sawyer Business School 1997 — 2001
BSBA, Finance and Marketing
Rita Patriarca's Putnam Investments Experience 1987 - 1994
Job REALTOR at RE/MAX Encore
Industry Real Estate
Experience
RE/MAX Encore January 2013 - Present
RE/MAX Heritage January 2009 - December 2012
Carlson GMAC Real Estate 2007 - 2009
Fidelity Investments 1995 - 1998
Putnam Investments 1987 - 1994
Skills
Sellers, CBR, Property, CDPE, Residential Homes, Real Estate, ABR, Buyer Representation, Seniors, Buyers, Listings, New Home Sales, Single Family Homes, Relocation, Condos, Short Sales, Foreclosures, Referrals, First Time Home Buyers, Investment Properties, REO, Real Estate Transactions, Investors, Investments
Education
Medford High School
Suffolk University - Sawyer Business School
BS, Finance
RE/MAX Encore January 2013 - Present
RE/MAX Heritage January 2009 - December 2012
Carlson GMAC Real Estate 2007 - 2009
Fidelity Investments 1995 - 1998
Putnam Investments 1987 - 1994
Skills
Sellers, CBR, Property, CDPE, Residential Homes, Real Estate, ABR, Buyer Representation, Seniors, Buyers, Listings, New Home Sales, Single Family Homes, Relocation, Condos, Short Sales, Foreclosures, Referrals, First Time Home Buyers, Investment Properties, REO, Real Estate Transactions, Investors, Investments
Education
Medford High School
Suffolk University - Sawyer Business School
BS, Finance
Steve Olsen's Putnam Investments Experience January 2015 - Present
Job Relationship Manager at Putnam Investments
Industry Marketing and Advertising
Experience
Putnam Investments January 2015 - Present
Putnam Investments April 2012 - Present
Solutek Corporation March 2011 - March 2012
Robert Half International October 2009 - March 2011
Putnam Investments September 1997 - February 2009
Putnam Investments March 2001 - December 2002
Putman Investments September 1999 - March 2001
Putman Investments September 1997 - September 1999
Colonial Management, Boston, MA May 1996 - September 1997
New England Funds, Boston, MA September 1995 - May 1996
Skills
Mutual Funds, Financial Services, Investments, Strategic Partnerships, Series 63, Series 6, Sales, 401k, Marketing, Selling, Finance, Salesforce.com, Sales Operations, Leadership, Licensing, Alternative Investments, Asset Allocation, Sales Process, Marketing Strategy, Relationship Management, Financial Advisory, Business Planning, Investment Strategies, Fixed Annuities, Retirement, FINRA, Social Media Marketing, B2B, Asset Management, Asset Managment, Sales and Marketing, Series 7
Education
Suffolk University 1988 — 1992
BS-Political Science, Government and History
Putnam Investments January 2015 - Present
Putnam Investments April 2012 - Present
Solutek Corporation March 2011 - March 2012
Robert Half International October 2009 - March 2011
Putnam Investments September 1997 - February 2009
Putnam Investments March 2001 - December 2002
Putman Investments September 1999 - March 2001
Putman Investments September 1997 - September 1999
Colonial Management, Boston, MA May 1996 - September 1997
New England Funds, Boston, MA September 1995 - May 1996
Skills
Mutual Funds, Financial Services, Investments, Strategic Partnerships, Series 63, Series 6, Sales, 401k, Marketing, Selling, Finance, Salesforce.com, Sales Operations, Leadership, Licensing, Alternative Investments, Asset Allocation, Sales Process, Marketing Strategy, Relationship Management, Financial Advisory, Business Planning, Investment Strategies, Fixed Annuities, Retirement, FINRA, Social Media Marketing, B2B, Asset Management, Asset Managment, Sales and Marketing, Series 7
Education
Suffolk University 1988 — 1992
BS-Political Science, Government and History
Phil Lussier's Putnam Investments Experience January 1992 - January 1995
Job Principal at Crow Point Partners
Industry Financial Services
Experience
Crow Point Partners December 2012 - Present
Investment Guidance Solutions, LLC August 2011 - December 2012
CitiStreet 2005 - November 2008
CitiStreet 2007 - 2008
State Street 1995 - 2008
CitiStreet April 2000 - March 2005
State Street January 1995 - April 2000
Putnam Investments January 1992 - January 1995
Skills
Investments, Retirement, Management, Mutual Funds, Financial Services, Asset Management, Alternative Investments, Equities, Portfolio Management, Strategic Planning, Asset Allocation, Strategy, Leadership, Mergers & Acquisitions, Wealth Management, Risk Management, Business Strategy
Education
Suffolk University 1972 — 1976
BS, Sociology
Crow Point Partners December 2012 - Present
Investment Guidance Solutions, LLC August 2011 - December 2012
CitiStreet 2005 - November 2008
CitiStreet 2007 - 2008
State Street 1995 - 2008
CitiStreet April 2000 - March 2005
State Street January 1995 - April 2000
Putnam Investments January 1992 - January 1995
Skills
Investments, Retirement, Management, Mutual Funds, Financial Services, Asset Management, Alternative Investments, Equities, Portfolio Management, Strategic Planning, Asset Allocation, Strategy, Leadership, Mergers & Acquisitions, Wealth Management, Risk Management, Business Strategy
Education
Suffolk University 1972 — 1976
BS, Sociology
steven caranfa's Putnam Investments Experience August 1997 - June 1998
Job Business Analyst at Voya
Industry Financial Services
Experience
Voya Financial January 2007 - Present
ACS June 1998 - November 2006
Putnam Investments August 1997 - June 1998
Skills
401k, Vendor Management, SDLC, Risk Management, Financial Services, Project Management, PowerPoint, Requirements Gathering, Mutual Funds, Business Analysis, Business Requirements, Retirement, Requirements Analysis, Process Improvement
Education
Suffolk University - Sawyer Business School 1991 — 1995
BSBA, Management
Voya Financial January 2007 - Present
ACS June 1998 - November 2006
Putnam Investments August 1997 - June 1998
Skills
401k, Vendor Management, SDLC, Risk Management, Financial Services, Project Management, PowerPoint, Requirements Gathering, Mutual Funds, Business Analysis, Business Requirements, Retirement, Requirements Analysis, Process Improvement
Education
Suffolk University - Sawyer Business School 1991 — 1995
BSBA, Management
Elaine Petrocelli's Putnam Investments Experience October 1999 - February 2009
Job Adjunct Math Instructor
Industry Education Management
Experience
North Shore Community College September 2010 - Present
Marian Court College January 2012 - May 2012
Endicott College September 2011 - December 2011
Nathaniel Bowditch School November 2010 - October 2011
Salem Public Schools December 2009 - March 2010
Putnam Investments October 1999 - February 2009
Wellington Management November 1987 - October 1999
wellington management 1987 - 1999
Skills
Portfolio Management, Requirements Analysis, Equities, Databases, Investments, Testing, Management, Integration, Analysis, Data Analysis, Business Analysis, Derivatives, Program Management
Education
Suffolk University - Sawyer School of Management 1994 — 1996
MSF, Finance
Suffolk University - Sawyer Business School 1984 — 1988
BSBA, Management/Finance
Mount St. Joseph Academy
North Shore Community College September 2010 - Present
Marian Court College January 2012 - May 2012
Endicott College September 2011 - December 2011
Nathaniel Bowditch School November 2010 - October 2011
Salem Public Schools December 2009 - March 2010
Putnam Investments October 1999 - February 2009
Wellington Management November 1987 - October 1999
wellington management 1987 - 1999
Skills
Portfolio Management, Requirements Analysis, Equities, Databases, Investments, Testing, Management, Integration, Analysis, Data Analysis, Business Analysis, Derivatives, Program Management
Education
Suffolk University - Sawyer School of Management 1994 — 1996
MSF, Finance
Suffolk University - Sawyer Business School 1984 — 1988
BSBA, Management/Finance
Mount St. Joseph Academy
Brett Risser's Putnam Investments Experience July 2015 - Present
Job Portfolio Manager at Putnam Investments
Industry Investment Management
Experience
Putnam Investments July 2015 - Present
Putnam Investments November 2008 - Present
Putnam Investments September 2007 - November 2008
Putnam Investments April 2005 - September 2007
Putnam Investments June 2003 - April 2005
State Street Research & Managment Co. November 2001 - November 2002
State Street Research & Managment Co. August 1999 - October 2001
Skills
Investments, Equities, Portfolio Management, Asset Allocation, Financial Modeling, Investment Strategies
Education
Suffolk University - Sawyer Business School 1995 — 1999
Computer Information Systems
Putnam Investments July 2015 - Present
Putnam Investments November 2008 - Present
Putnam Investments September 2007 - November 2008
Putnam Investments April 2005 - September 2007
Putnam Investments June 2003 - April 2005
State Street Research & Managment Co. November 2001 - November 2002
State Street Research & Managment Co. August 1999 - October 2001
Skills
Investments, Equities, Portfolio Management, Asset Allocation, Financial Modeling, Investment Strategies
Education
Suffolk University - Sawyer Business School 1995 — 1999
Computer Information Systems
Brian J. Condon's Putnam Investments Experience September 1992 - February 1995
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2013 - Present
J.P. Morgan January 2008 - December 2012
J.P. Morgan January 2004 - December 2007
J.P. Morgan July 2000 - December 2003
Chase March 1995 - June 2000
Putnam Investments September 1992 - February 1995
State Street June 1989 - August 1992
Skills
Global Custody, Securities Lending, Hedge Funds, Fixed Income, Investment Banking, Derivatives, Equities, Securities, Investment Management
Education
Suffolk University
Bachelor of Business Administration (BBA), Finance, General
J.P. Morgan January 2013 - Present
J.P. Morgan January 2008 - December 2012
J.P. Morgan January 2004 - December 2007
J.P. Morgan July 2000 - December 2003
Chase March 1995 - June 2000
Putnam Investments September 1992 - February 1995
State Street June 1989 - August 1992
Skills
Global Custody, Securities Lending, Hedge Funds, Fixed Income, Investment Banking, Derivatives, Equities, Securities, Investment Management
Education
Suffolk University
Bachelor of Business Administration (BBA), Finance, General
Kristen Fanarakis's Putnam Investments Experience 2001 - 2005
Job
Industry Financial Services
Experience
Morgan Stanley 2009 - 2011
Citibank 2007 - 2009
Merrill Lynch 2005 - 2007
Putnam Investments 2001 - 2005
Standish, Ayer & Wood 1998 - 2001
Skills
FX, Investments, Capital Markets, Foreign Exchange..., Bloomberg, Financial Markets, Key Account..., Strategic Communications, Highly detail oriented, Analysis, Multi Tasking, Investment Management, Sales, Financial Services, Research, Global Macro, Project Management, Client Development, International Economics, MBA, New Business Development, Institutional Investors, Writing, FX Options, Hedge Funds
Education
Kenan-Flagler Business School 2011 — 2013
MBA
Suffolk University 2001 — 2002
Masters of Science, International Economics
University of North Carolina at Chapel Hill 1994 — 1998
BA, Economics, Political Science
Morgan Stanley 2009 - 2011
Citibank 2007 - 2009
Merrill Lynch 2005 - 2007
Putnam Investments 2001 - 2005
Standish, Ayer & Wood 1998 - 2001
Skills
FX, Investments, Capital Markets, Foreign Exchange..., Bloomberg, Financial Markets, Key Account..., Strategic Communications, Highly detail oriented, Analysis, Multi Tasking, Investment Management, Sales, Financial Services, Research, Global Macro, Project Management, Client Development, International Economics, MBA, New Business Development, Institutional Investors, Writing, FX Options, Hedge Funds
Education
Kenan-Flagler Business School 2011 — 2013
MBA
Suffolk University 2001 — 2002
Masters of Science, International Economics
University of North Carolina at Chapel Hill 1994 — 1998
BA, Economics, Political Science
Bob Spang's Putnam Investments Experience 1995 - 2006
Job Manager Network Systems Programming at MMC
Industry Insurance
Experience
Marsh & McLennan May 1995 - Present
Putnam Investments 1995 - 2006
Stone & Webster May 1982 - May 1995
Skills
Disaster Recovery, SDLC, VMware, Systems Engineering, Virtualization, Vendor Management, Business Analysis, IT Strategy, Data Center, IT Management, Program Management, DB2, Unix, Mainframe
Education
Suffolk University 1979 — 1985
BS, Computer Info Systems
Marsh & McLennan May 1995 - Present
Putnam Investments 1995 - 2006
Stone & Webster May 1982 - May 1995
Skills
Disaster Recovery, SDLC, VMware, Systems Engineering, Virtualization, Vendor Management, Business Analysis, IT Strategy, Data Center, IT Management, Program Management, DB2, Unix, Mainframe
Education
Suffolk University 1979 — 1985
BS, Computer Info Systems
Nicholas Persico's Putnam Investments Experience September 2006 - May 2008
Job Staff Accountant at Rapid7
Industry Computer & Network Security
Experience
Rapid7 September 2014 - Present
Bank of America November 2010 - August 2014
State Street June 2008 - November 2010
Putnam Investments September 2006 - May 2008
Wyeth Biotech (Currently Pfizer) June 2006 - August 2007
Skills
Fund Administration, Financial Accounting, Financial Reporting, Financial Statements, Financial Analysis, Pricing, Pricing Analysis, Valuation, Budget Forecasts, Budget Reconciliation, Portfolio Performance..., Performance Analysis, SOX Compliancy, Compliance, Mutual Funds, Money Market Funds, Finance, Accounting, Management, Customer Service, Inventory Management, Bloomberg, Microsoft Excel, Microsoft Office, Charles River IMS, Fund Services, SharePoint
Education
Suffolk University 2013 — 2015
Master of Science (MS), Accounting
University of Massachusetts at Lowell 2004 — 2008
Bachelor of Science (BS), Finance and Management
Central Catholic High School 2000 — 2004
Rapid7 September 2014 - Present
Bank of America November 2010 - August 2014
State Street June 2008 - November 2010
Putnam Investments September 2006 - May 2008
Wyeth Biotech (Currently Pfizer) June 2006 - August 2007
Skills
Fund Administration, Financial Accounting, Financial Reporting, Financial Statements, Financial Analysis, Pricing, Pricing Analysis, Valuation, Budget Forecasts, Budget Reconciliation, Portfolio Performance..., Performance Analysis, SOX Compliancy, Compliance, Mutual Funds, Money Market Funds, Finance, Accounting, Management, Customer Service, Inventory Management, Bloomberg, Microsoft Excel, Microsoft Office, Charles River IMS, Fund Services, SharePoint
Education
Suffolk University 2013 — 2015
Master of Science (MS), Accounting
University of Massachusetts at Lowell 2004 — 2008
Bachelor of Science (BS), Finance and Management
Central Catholic High School 2000 — 2004
Michael Zaccaria's Putnam Investments Experience June 2013 - January 2015
Job Investment Consultant at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management January 2015 - Present
Putnam Investments June 2013 - January 2015
Putnam Investments January 2013 - June 2013
Morgan Stanley Smith Barney March 2012 - November 2012
Suffolk University September 2011 - March 2012
Skills
SQL, Microsoft Office, SAP BI/BW, Data Mining, SPSS, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Data Analysis, Financial Analysis, Access, Financial Modeling, Marketing Research, Statistics, Stata
Education
Suffolk University - Sawyer School of Management 2009 — 2012
BSBA, Finance
Revere High School 2005 — 2009
Natixis Global Asset Management January 2015 - Present
Putnam Investments June 2013 - January 2015
Putnam Investments January 2013 - June 2013
Morgan Stanley Smith Barney March 2012 - November 2012
Suffolk University September 2011 - March 2012
Skills
SQL, Microsoft Office, SAP BI/BW, Data Mining, SPSS, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Data Analysis, Financial Analysis, Access, Financial Modeling, Marketing Research, Statistics, Stata
Education
Suffolk University - Sawyer School of Management 2009 — 2012
BSBA, Finance
Revere High School 2005 — 2009
Maureen Hartigan's Putnam Investments Experience September 1999 - Present
Job Communications Director, Putnam Investments, Board Member at InHouse Agency Forum
Industry Financial Services
Experience
In-House Agency Forum April 2007 - Present
Putnam Investments September 1999 - Present
Allied Domecq August 1988 - August 1999
Skills
Strategic Planning, Marketing, Marketing Strategy, Marketing Communications, Mergers & Acquisitions, Management, Integrated Marketing, Finance, Financial Services, Vendor Management, Direct Marketing, Operations Management, Sales
Education
Suffolk University - Sawyer Business School
MBA, concentration : Marketing
University of Notre Dame - Mendoza College of Business
BS, Accounting
In-House Agency Forum April 2007 - Present
Putnam Investments September 1999 - Present
Allied Domecq August 1988 - August 1999
Skills
Strategic Planning, Marketing, Marketing Strategy, Marketing Communications, Mergers & Acquisitions, Management, Integrated Marketing, Finance, Financial Services, Vendor Management, Direct Marketing, Operations Management, Sales
Education
Suffolk University - Sawyer Business School
MBA, concentration : Marketing
University of Notre Dame - Mendoza College of Business
BS, Accounting
Pat Cangiano's Putnam Investments Experience August 1997 - December 2004
Job Principal, Relationship Manager at Mercer
Industry Insurance
Experience
Mercer January 2005 - Present
Putnam Investments August 1997 - December 2004
John Hancock Life Insurance Company (U.S.A.) June 1990 - July 1997
Skills
401k, Employee Benefits, Outsourcing, Pensions, Financial Services, Mutual Funds, Investments, Retirement Planning, Relationship Management, ERISA, Retirement, Defined Contribution, Insurance, Wealth Management, Defined Benefit, Management, Series 63
Education
Suffolk University 1991 — 1994
MA, Organizational Development
Suffolk University 1975 — 1980
BS, Sociology / Communications
Mercer January 2005 - Present
Putnam Investments August 1997 - December 2004
John Hancock Life Insurance Company (U.S.A.) June 1990 - July 1997
Skills
401k, Employee Benefits, Outsourcing, Pensions, Financial Services, Mutual Funds, Investments, Retirement Planning, Relationship Management, ERISA, Retirement, Defined Contribution, Insurance, Wealth Management, Defined Benefit, Management, Series 63
Education
Suffolk University 1991 — 1994
MA, Organizational Development
Suffolk University 1975 — 1980
BS, Sociology / Communications
Kurt T MacLellan's Putnam Investments Experience January 1995 - September 1996
Job Software Developer at State Street
Industry Financial Services
Experience
State Street October 1996 - Present
Putnam Investments January 1995 - September 1996
Skills
Programming, LANSA, Software Development, VBA, XML, Requirements Analysis, IBM AS/400
Education
University of Massachusetts Boston 1990 — 1993
BA, Economics, Magna Cum Laude
Suffolk University 1987 — 1989
Mathematics
Boston Latin School 1980 — 1987
High School Diploma
State Street October 1996 - Present
Putnam Investments January 1995 - September 1996
Skills
Programming, LANSA, Software Development, VBA, XML, Requirements Analysis, IBM AS/400
Education
University of Massachusetts Boston 1990 — 1993
BA, Economics, Magna Cum Laude
Suffolk University 1987 — 1989
Mathematics
Boston Latin School 1980 — 1987
High School Diploma
Michael Niccoli, MBA's Putnam Investments Experience September 2000 - December 2004
Job Director Business Operations
Industry Oil & Energy
Experience
Niccoli Oil & Energy 2004 - Present
Putnam Investments September 2000 - December 2004
New England Financial September 1999 - September 2000
E.M. Winston September 1997 - September 1999
Skills
Risk Management, Mergers & Acquisitions, Strategic Planning, Business Development, Management, Customer Service, Sales, Process Improvement, Benefits Administration, Business Planning, Employee Benefits, Leadership, Business Strategy, Finance, Strategy, Operations Management
Education
Suffolk University - Sawyer School of Management 2010 — 2013
Master of Business Administration (M.B.A.)
Stonehill College 2005 — 2005
Human Resources and the Law
University of Massachusetts Lowell 1994 — 1998
Business
Niccoli Oil & Energy 2004 - Present
Putnam Investments September 2000 - December 2004
New England Financial September 1999 - September 2000
E.M. Winston September 1997 - September 1999
Skills
Risk Management, Mergers & Acquisitions, Strategic Planning, Business Development, Management, Customer Service, Sales, Process Improvement, Benefits Administration, Business Planning, Employee Benefits, Leadership, Business Strategy, Finance, Strategy, Operations Management
Education
Suffolk University - Sawyer School of Management 2010 — 2013
Master of Business Administration (M.B.A.)
Stonehill College 2005 — 2005
Human Resources and the Law
University of Massachusetts Lowell 1994 — 1998
Business
David Operach's Putnam Investments Experience May 1997 - September 2007
Job Experienced Information Technology Leader
Industry Information Services
Experience
Missouri Gas Energy February 2011 - September 2013
DST Systems September 2007 - July 2010
Putnam Investments May 1997 - September 2007
Keane January 1991 - May 1997
Skills
Project Management, Business Intelligence, Leadership, Product Development, Management, IT Management, Financial Services, Databases, Software Development, IT Strategy, Business Analysis, SDLC, Change Management, Vendor Management, Strategic Planning, DB2, Call Center, Requirements Gathering, Budgets, Business Strategy, Quality Assurance, Program Management, Call Centers, Strategy, Integration, Team Building, Disaster Recovery, Requirements Analysis, Systems Analysis, Process Improvement, Mobile Devices, Business Process..., Business Requirements, Risk Management, Project Portfolio..., Business Process, Software Project..., Executive Management, Team Management, Analysis, Agile Methodologies, Information Technology, CRM, Data Warehousing, SQL, Agile Project Management
Education
Suffolk University 1986 — 1991
Bachelors
Missouri Gas Energy February 2011 - September 2013
DST Systems September 2007 - July 2010
Putnam Investments May 1997 - September 2007
Keane January 1991 - May 1997
Skills
Project Management, Business Intelligence, Leadership, Product Development, Management, IT Management, Financial Services, Databases, Software Development, IT Strategy, Business Analysis, SDLC, Change Management, Vendor Management, Strategic Planning, DB2, Call Center, Requirements Gathering, Budgets, Business Strategy, Quality Assurance, Program Management, Call Centers, Strategy, Integration, Team Building, Disaster Recovery, Requirements Analysis, Systems Analysis, Process Improvement, Mobile Devices, Business Process..., Business Requirements, Risk Management, Project Portfolio..., Business Process, Software Project..., Executive Management, Team Management, Analysis, Agile Methodologies, Information Technology, CRM, Data Warehousing, SQL, Agile Project Management
Education
Suffolk University 1986 — 1991
Bachelors
Declan Regan's Putnam Investments Experience December 2004 - March 2007
Job Category Sourcing ManagerCapital Equipment at EMD Affiliates of Merck KGaA, Darmstadt, Germany
Industry Biotechnology
Experience
EMD - Affiliates of Merck KGaA, Darmstadt, Germany November 2014 - Present
EMD - Affiliates of Merck KGaA, Darmstadt, Germany October 2011 - November 2014
EMD Millipore June 2009 - October 2011
Enterprise Rent-A-Car March 2008 - June 2009
Enterprise Rent-A-Car March 2007 - March 2008
Putnam Investments December 2004 - March 2007
Skills
Sales, Sarbanes-Oxley Act, Financial Reporting, Procurement, Pricing, Analysis, Management, Manufacturing, Purchasing, Strategic Planning, Six Sigma, Supply Chain Management, ERP, Supply Management, Supply Chain, Strategic Sourcing, Team Leadership, Project Management, Team Building, Process Improvement, Cross-functional Team..., Microsoft Excel
Education
Suffolk University 2014 — 2017
Master of Business Administration (M.B.A.)
University of Massachusetts at Lowell 2002 — 2006
Bachelors, Accounting and Finance
EMD - Affiliates of Merck KGaA, Darmstadt, Germany November 2014 - Present
EMD - Affiliates of Merck KGaA, Darmstadt, Germany October 2011 - November 2014
EMD Millipore June 2009 - October 2011
Enterprise Rent-A-Car March 2008 - June 2009
Enterprise Rent-A-Car March 2007 - March 2008
Putnam Investments December 2004 - March 2007
Skills
Sales, Sarbanes-Oxley Act, Financial Reporting, Procurement, Pricing, Analysis, Management, Manufacturing, Purchasing, Strategic Planning, Six Sigma, Supply Chain Management, ERP, Supply Management, Supply Chain, Strategic Sourcing, Team Leadership, Project Management, Team Building, Process Improvement, Cross-functional Team..., Microsoft Excel
Education
Suffolk University 2014 — 2017
Master of Business Administration (M.B.A.)
University of Massachusetts at Lowell 2002 — 2006
Bachelors, Accounting and Finance
NAGA KARANGULA's Putnam Investments Experience January 2009 - April 2011
Job Salesforce Developer/Admin/Analyst with TEGNA
Industry Newspapers
Experience
TEGNA (formerly Gannett) July 2015 - Present
TEKsystems December 2014 - June 2015
DaVita Rx July 2014 - October 2014
Dex Media May 2011 - June 2014
Putnam Investments January 2009 - April 2011
Fannie Mae March 2008 - December 2008
Skills
Scrum, Salesforce.com..., Salesforce.com..., Salesforce.com..., Certified...
Education
JNTU - Hyderabad, INDIA 2003 — 2006
Bachelor's Degree, Computer Science
Stratford University
TEGNA (formerly Gannett) July 2015 - Present
TEKsystems December 2014 - June 2015
DaVita Rx July 2014 - October 2014
Dex Media May 2011 - June 2014
Putnam Investments January 2009 - April 2011
Fannie Mae March 2008 - December 2008
Skills
Scrum, Salesforce.com..., Salesforce.com..., Salesforce.com..., Certified...
Education
JNTU - Hyderabad, INDIA 2003 — 2006
Bachelor's Degree, Computer Science
Stratford University
Thomas O'Leary's Putnam Investments Experience May 2000 - December 2004
Job Vendor Manager, Benefits Administration at Mercer
Industry Financial Services
Experience
Mercer October 2012 - Present
Mercer January 2005 - September 2012
Putnam Investments May 2000 - December 2004
Putnam Investments January 1996 - April 2000
Skills
Employee Benefits, Benefits Administration, Management, Outsourcing, Leadership, CRM, Software Documentation, Defined Benefit, Product Management, Business Planning, Pensions, Customer Satisfaction, Retirement, Administration, Defined Contribution, Client Services, Performance Management, Human Resources
Education
Boston University
Certificate in Financial Planning
Suffolk University
Masters Degree, Business Administration
University of Massachusetts Boston
Bachelor of Science (B.S.), Public Administration
Mercer October 2012 - Present
Mercer January 2005 - September 2012
Putnam Investments May 2000 - December 2004
Putnam Investments January 1996 - April 2000
Skills
Employee Benefits, Benefits Administration, Management, Outsourcing, Leadership, CRM, Software Documentation, Defined Benefit, Product Management, Business Planning, Pensions, Customer Satisfaction, Retirement, Administration, Defined Contribution, Client Services, Performance Management, Human Resources
Education
Boston University
Certificate in Financial Planning
Suffolk University
Masters Degree, Business Administration
University of Massachusetts Boston
Bachelor of Science (B.S.), Public Administration
Craig A Miller's Putnam Investments Experience March 2008 - September 2010
Job Professional
Industry Accounting
Experience
BDO USA, LLP February 2011 - November 2011
Putnam Investments March 2008 - September 2010
UHY Advisors February 2007 - February 2008
PwC August 2005 - January 2007
Ernst & Young January 2005 - July 2005
PwC June 2004 - August 2004
Education
Suffolk University 2004 — 2005
Master of Science (M.S.), Taxation
Suffolk University 1998 — 2002
BSBA, Accounting and Finance
BDO USA, LLP February 2011 - November 2011
Putnam Investments March 2008 - September 2010
UHY Advisors February 2007 - February 2008
PwC August 2005 - January 2007
Ernst & Young January 2005 - July 2005
PwC June 2004 - August 2004
Education
Suffolk University 2004 — 2005
Master of Science (M.S.), Taxation
Suffolk University 1998 — 2002
BSBA, Accounting and Finance
Ellen Walker's Putnam Investments Experience October 1996 - October 1998
Job Senior Benefits Analyst at Waters Corporation
Industry Human Resources
Experience
Waters Corporation September 2003 - May 2008
Watson Wyatt October 1998 - November 2002
Putnam Investments October 1996 - October 1998
Blue Cross Blue Shield of Massachusett April 1994 - August 1996
Blue Cross Blue Shield of Massachusetts November 1988 - April 1994
Skills
Leadership, Payroll
Education
Suffolk University 1984 — 1988
Bachelor of Science in Business Administration, Accounting
Waters Corporation September 2003 - May 2008
Watson Wyatt October 1998 - November 2002
Putnam Investments October 1996 - October 1998
Blue Cross Blue Shield of Massachusett April 1994 - August 1996
Blue Cross Blue Shield of Massachusetts November 1988 - April 1994
Skills
Leadership, Payroll
Education
Suffolk University 1984 — 1988
Bachelor of Science in Business Administration, Accounting
Kelli Hampton's Putnam Investments Experience 2002 - 2006
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch September 2013 - Present
The Cooperative Bank of Cape Cod January 2013 - August 2013
Mercer 2006 - 2012
Putnam Investments 2002 - 2006
John Hancock Life Insurance Company (U.S.A.) 1997 - 2002
FAO Schwarz 1993 - 1997
Skills
Investments
Education
Suffolk University
Merrill Lynch September 2013 - Present
The Cooperative Bank of Cape Cod January 2013 - August 2013
Mercer 2006 - 2012
Putnam Investments 2002 - 2006
John Hancock Life Insurance Company (U.S.A.) 1997 - 2002
FAO Schwarz 1993 - 1997
Skills
Investments
Education
Suffolk University
Carol Holt-Salvi, QKA's Putnam Investments Experience 1999 - 2005
Job Project Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement 2010 - Present
Mercer 2005 - 2010
Putnam Investments 1999 - 2005
Skills
Business Analysis, Vendor Management, Project Management, Requirements Gathering, Business Requirements, Process Improvement, Visio, Requirements Analysis, Change Management, PMO, Financial Services
Education
Suffolk University
Master of Business Administration (MBA)
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA)
EMPOWER Retirement 2010 - Present
Mercer 2005 - 2010
Putnam Investments 1999 - 2005
Skills
Business Analysis, Vendor Management, Project Management, Requirements Gathering, Business Requirements, Process Improvement, Visio, Requirements Analysis, Change Management, PMO, Financial Services
Education
Suffolk University
Master of Business Administration (MBA)
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA)
Achilles Pnevmatikos's Putnam Investments Experience 2013 - Present
Job Senior Hedge Fund Accountant at Putnam Investments
Industry Financial Services
Experience
Putnam Investments 2013 - Present
Kaufman Rossin Fund Services 2011 - 2012
BNY Mellon 2007 - 2011
Skills
Trade Operations, Fund Accounting, Fund Administration, Relationship Management, Bloomberg, Microsoft Excel, SQL, Middle Office, Back Office, Client Facing Skills
Education
Suffolk University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Putnam Investments 2013 - Present
Kaufman Rossin Fund Services 2011 - 2012
BNY Mellon 2007 - 2011
Skills
Trade Operations, Fund Accounting, Fund Administration, Relationship Management, Bloomberg, Microsoft Excel, SQL, Middle Office, Back Office, Client Facing Skills
Education
Suffolk University 2003 — 2007
Bachelor of Science (B.S.), Finance, General