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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Putnam Investments Employees
Employee
Years
Job
Industry
Joseph Tierney Joseph Tierney's Putnam Investments Experience June 2015 - Present
Job Regional Marketing Director External Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2015 - Present
Putnam Investments May 2013 - May 2015
Putnam Investments October 2012 - April 2013
Great Harbor Yacht Club May 2011 - August 2011
Concord Country Club May 2003 - August 2010
Skills
Series 7, Series 63, Mutual Funds, Investments, PowerPoint, Microsoft Excel, Marketing Communications
Education
Trinity College-Hartford 2008 — 2012
Bachelor of Science, Economics
Belmont Hill School 2002 — 2008
Putnam Investments June 2015 - Present
Putnam Investments May 2013 - May 2015
Putnam Investments October 2012 - April 2013
Great Harbor Yacht Club May 2011 - August 2011
Concord Country Club May 2003 - August 2010
Skills
Series 7, Series 63, Mutual Funds, Investments, PowerPoint, Microsoft Excel, Marketing Communications
Education
Trinity College-Hartford 2008 — 2012
Bachelor of Science, Economics
Belmont Hill School 2002 — 2008
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 O'Callaghan, CFA John O'Callaghan, CFA's Putnam Investments Experience July 1998 - June 2004
Job Institutional Portfolio Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2014 - Present
GMO March 2009 - December 2013
Oechsle International Advisors LLC July 2004 - March 2009
Putnam Investments July 1998 - June 2004
Hotchkis and Wiley Capital Management October 1997 - July 1998
Bank of Ireland Asset Management September 1987 - September 1997
Skills
Hedge Funds, Equities, Management, Fixed Income, Portfolio Management, Bloomberg, Marketing, Product Marketing, Investment Management, Investments, Mutual Funds, Alternative Investments, Investment Strategies
Education
Trinity College, Dublin
BAI, MA, Computer Engineering
Fidelity Investments July 2014 - Present
GMO March 2009 - December 2013
Oechsle International Advisors LLC July 2004 - March 2009
Putnam Investments July 1998 - June 2004
Hotchkis and Wiley Capital Management October 1997 - July 1998
Bank of Ireland Asset Management September 1987 - September 1997
Skills
Hedge Funds, Equities, Management, Fixed Income, Portfolio Management, Bloomberg, Marketing, Product Marketing, Investment Management, Investments, Mutual Funds, Alternative Investments, Investment Strategies
Education
Trinity College, Dublin
BAI, MA, Computer Engineering
Anne (Spellman) Lundberg, CAIA Anne (Spellman) Lundberg, CAIA's Putnam Investments Experience December 2010 - March 2013
Job Managing Director, Head of North America Consultant Relations at Man
Industry Investment Management
Experience
Man March 2013 - Present
Putnam Investments December 2010 - March 2013
Putnam Investments November 2008 - December 2009
William Blair and Company May 2007 - September 2008
Capital Guardian Trust Company January 1993 - April 2007
Skills
Equities, Fixed Income, Hedge Funds, Defined Benefit, Institutional Investors, Long/Short Equity, Managed Futures, Volatility, Distressed Debt, Currency
Education
The University of Chicago - Booth School of Business 2000 — 2002
MBA, Finance
University of Northern Iowa 1985 — 1989
BA, English Literature, Journalism Minor
Man March 2013 - Present
Putnam Investments December 2010 - March 2013
Putnam Investments November 2008 - December 2009
William Blair and Company May 2007 - September 2008
Capital Guardian Trust Company January 1993 - April 2007
Skills
Equities, Fixed Income, Hedge Funds, Defined Benefit, Institutional Investors, Long/Short Equity, Managed Futures, Volatility, Distressed Debt, Currency
Education
The University of Chicago - Booth School of Business 2000 — 2002
MBA, Finance
University of Northern Iowa 1985 — 1989
BA, English Literature, Journalism Minor
Mahati Mukkamala Mahati Mukkamala's Putnam Investments Experience September 2007 - January 2008
Job Lead Financial Analyst MBA Candidate
Industry Accounting
Experience
C&W Services May 2015 - Present
Jack Morton Worldwide April 2014 - May 2015
Genuine Interactive December 2012 - May 2015
Advanced Practice Strategies (APS) February 2012 - December 2012
Axeda Corporation October 2010 - February 2012
APICS October 2009 - 2012
American Consumer Credit Counseling August 2009 - October 2010
Putnam Investments September 2007 - January 2008
Skills
Accounts Receivable, Account Reconciliation, QuickBooks, Financial Analysis, Accounts Payable, Accounting, Microsoft Excel, Leadership, Payroll, Salesforce.com, Budgets, Analysis, Corporate Finance, Revenue Recognition, Access, Time Management, Cash Flow, Financial Reporting, NetSuite, ADP Payroll, PeopleSoft, Cash Management, Bank Reconciliation, Forecasting, Internal Controls, Variance Analysis, Strategic Financial..., US GAAP, GAAP, Financial Accounting, ERP, Great Plains Software, Paychex, Fixed Assets, General Ledger, Quicken, Software Implementation, Royalties, Hyperion Planning, Month End Close, Monthly Reporting, Budget Tracking, Budget Preparation, Workamajig, SAP ERP, PID, JD Edwards, Insight Reporting, Concur, Financial Planning
Education
Syracuse University - Martin J. Whitman School of Management
Master of Business Administration (M.B.A.), Accounting and Finance
University of Massachusetts at Lowell 2005 — 2009
Bachelors of Science, Business Administration : Finance and Management Information Systems
Woburn high school 2001 — 2005
C&W Services May 2015 - Present
Jack Morton Worldwide April 2014 - May 2015
Genuine Interactive December 2012 - May 2015
Advanced Practice Strategies (APS) February 2012 - December 2012
Axeda Corporation October 2010 - February 2012
APICS October 2009 - 2012
American Consumer Credit Counseling August 2009 - October 2010
Putnam Investments September 2007 - January 2008
Skills
Accounts Receivable, Account Reconciliation, QuickBooks, Financial Analysis, Accounts Payable, Accounting, Microsoft Excel, Leadership, Payroll, Salesforce.com, Budgets, Analysis, Corporate Finance, Revenue Recognition, Access, Time Management, Cash Flow, Financial Reporting, NetSuite, ADP Payroll, PeopleSoft, Cash Management, Bank Reconciliation, Forecasting, Internal Controls, Variance Analysis, Strategic Financial..., US GAAP, GAAP, Financial Accounting, ERP, Great Plains Software, Paychex, Fixed Assets, General Ledger, Quicken, Software Implementation, Royalties, Hyperion Planning, Month End Close, Monthly Reporting, Budget Tracking, Budget Preparation, Workamajig, SAP ERP, PID, JD Edwards, Insight Reporting, Concur, Financial Planning
Education
Syracuse University - Martin J. Whitman School of Management
Master of Business Administration (M.B.A.), Accounting and Finance
University of Massachusetts at Lowell 2005 — 2009
Bachelors of Science, Business Administration : Finance and Management Information Systems
Woburn high school 2001 — 2005
Carroll Cadden's Putnam Investments Experience August 2009 - February 2010
Job Senior Desktop Support Specialist: Vertex Pharmaceuticals
Industry Information Technology and Services
Experience
Vertex Pharmaceuticals November 2010 - Present
Hebrew SeniorLife NewBridge on the Charles July 2010 - November 2010
Harvard Business School Publishing February 2010 - April 2010
Putnam Investments August 2009 - February 2010
Harvard University Faculty of Arts and Sciences September 1999 - July 2009
University of Chicago Graduate School of Business September 1995 - August 1999
Skills
Apple Macintosh, Microsoft Office, Windows XP Professional, Windows Vista, Windows 7, Mac OS X, Mac OS X Server, PC, Mac OS 9, printer support, iPhone/iPad, Linux, Blackberry/Palm/Windows..., hardware support, networking, RSA token administration, iPhone, Blackberry, XP, Blackberry Enterprise..., Mac, Computer Hardware, Windows Mobile, Windows, Mobile, Operating Systems, Android, Unix, Troubleshooting, Active Directory, Laptops, Outlook, Microsoft Office 2003, Lotus Notes, Hardware, Desktop Support, VPN, Printers, Imaging, ITIL, Deployment, Documentation, VMware, Citrix, Problem Solving, Customer Service, Software Installation, Networking, SharePoint, Microsoft Exchange
Education
University of Southern Mississippi 1988 — 1990
MBA, management
The University of Southern Mississippi 1986 — 1987
pre-med, chemistry minor
The University of Southern Mississippi 1982 — 1987
BM, percussion performance/pedagogy
Biloxi High School 1980 — 1982
college preparatory
Vertex Pharmaceuticals November 2010 - Present
Hebrew SeniorLife NewBridge on the Charles July 2010 - November 2010
Harvard Business School Publishing February 2010 - April 2010
Putnam Investments August 2009 - February 2010
Harvard University Faculty of Arts and Sciences September 1999 - July 2009
University of Chicago Graduate School of Business September 1995 - August 1999
Skills
Apple Macintosh, Microsoft Office, Windows XP Professional, Windows Vista, Windows 7, Mac OS X, Mac OS X Server, PC, Mac OS 9, printer support, iPhone/iPad, Linux, Blackberry/Palm/Windows..., hardware support, networking, RSA token administration, iPhone, Blackberry, XP, Blackberry Enterprise..., Mac, Computer Hardware, Windows Mobile, Windows, Mobile, Operating Systems, Android, Unix, Troubleshooting, Active Directory, Laptops, Outlook, Microsoft Office 2003, Lotus Notes, Hardware, Desktop Support, VPN, Printers, Imaging, ITIL, Deployment, Documentation, VMware, Citrix, Problem Solving, Customer Service, Software Installation, Networking, SharePoint, Microsoft Exchange
Education
University of Southern Mississippi 1988 — 1990
MBA, management
The University of Southern Mississippi 1986 — 1987
pre-med, chemistry minor
The University of Southern Mississippi 1982 — 1987
BM, percussion performance/pedagogy
Biloxi High School 1980 — 1982
college preparatory
Dwight Jacobsen Dwight Jacobsen's Putnam Investments Experience 1992 - 2002
Job Managing Director Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management October 2013 - Present
BNY Mellon/Dreyfus 2008 - 2013
Pioneer Investments 2006 - 2007
DWS Investments 2002 - 2006
Putnam Investments 1992 - 2002
Van Kampen Merritt 1983 - 1992
Skills
Asset Management, Financial Services, Investment Management, Mutual Funds, Separately Managed..., Business Development, Relationship Management, Strategic Leadership, Sales Management, Strategic Planning
Education
Taylor University 1977 — 1981
BS, Business/Systems
Lazard Asset Management October 2013 - Present
BNY Mellon/Dreyfus 2008 - 2013
Pioneer Investments 2006 - 2007
DWS Investments 2002 - 2006
Putnam Investments 1992 - 2002
Van Kampen Merritt 1983 - 1992
Skills
Asset Management, Financial Services, Investment Management, Mutual Funds, Separately Managed..., Business Development, Relationship Management, Strategic Leadership, Sales Management, Strategic Planning
Education
Taylor University 1977 — 1981
BS, Business/Systems
Joe Milane Joe Milane's Putnam Investments Experience March 1999 - March 2000
Job Solutions Engineer at SnapLogic
Industry Computer Software
Experience
SnapLogic June 2015 - Present
Upwork July 2013 - Present
OneView Commerce February 2012 - May 2015
Compuware December 2010 - February 2012
L-1 Identity Solutions May 2008 - December 2010
Parasoft February 2007 - May 2008
Data Technology Group December 2005 - February 2007
DeskNet Inc. March 2005 - December 2005
FactSet February 2001 - June 2004
Putnam Investments March 1999 - March 2000
Skills
Java, MongoDB, SOAP, REST, C#, C++, XML, XML Schema, XSLT, SQL, Perl, JSON, Linux, Unix, OS X, Windows, Eclipse, Microsoft Technologies, SOA, Tomcat, WebSphere Application..., JBoss Application Server, Glassfish, Jetty, Selenium, SoapUI, Maven, Git, Subversion, JMeter, Swing, JDBC, Win CVS, Silk Performer, InstallBuilder, SWT
Education
The Johns Hopkins University 1994 — 1997
Bachelor of Arts (B.A.), Economics and International Relations
SnapLogic June 2015 - Present
Upwork July 2013 - Present
OneView Commerce February 2012 - May 2015
Compuware December 2010 - February 2012
L-1 Identity Solutions May 2008 - December 2010
Parasoft February 2007 - May 2008
Data Technology Group December 2005 - February 2007
DeskNet Inc. March 2005 - December 2005
FactSet February 2001 - June 2004
Putnam Investments March 1999 - March 2000
Skills
Java, MongoDB, SOAP, REST, C#, C++, XML, XML Schema, XSLT, SQL, Perl, JSON, Linux, Unix, OS X, Windows, Eclipse, Microsoft Technologies, SOA, Tomcat, WebSphere Application..., JBoss Application Server, Glassfish, Jetty, Selenium, SoapUI, Maven, Git, Subversion, JMeter, Swing, JDBC, Win CVS, Silk Performer, InstallBuilder, SWT
Education
The Johns Hopkins University 1994 — 1997
Bachelor of Arts (B.A.), Economics and International Relations
Bryan Bertucci Bryan Bertucci's Putnam Investments Experience November 1997 - July 1998
Job Financial Advisor, Assistant Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James March 2011 - Present
Scottsdale Area Chamber of Commerce July 2012 - Present
Trinity University July 2012 - June 2014
Lord Abbett February 2007 - February 2011
SunAmerica July 1998 - February 2007
Putnam Investments November 1997 - July 1998
Skills
Series 6, Series 7, Series 9/10, Series 63, Series 65, Licensed Life Insurance..., Personal Financial..., Financial Advisory, Wealth Management, Risk Management, Retirement Planning, Social Security, College Education..., Portfolio Management, Financial Services, Securities, Municipal Bonds, Mutual Funds
Education
Trinity University 1991 — 1995
Bachelor of Science (BS), Finance & International Business
Dover-Sherborn High School 1987 — 1991
Raymond James March 2011 - Present
Scottsdale Area Chamber of Commerce July 2012 - Present
Trinity University July 2012 - June 2014
Lord Abbett February 2007 - February 2011
SunAmerica July 1998 - February 2007
Putnam Investments November 1997 - July 1998
Skills
Series 6, Series 7, Series 9/10, Series 63, Series 65, Licensed Life Insurance..., Personal Financial..., Financial Advisory, Wealth Management, Risk Management, Retirement Planning, Social Security, College Education..., Portfolio Management, Financial Services, Securities, Municipal Bonds, Mutual Funds
Education
Trinity University 1991 — 1995
Bachelor of Science (BS), Finance & International Business
Dover-Sherborn High School 1987 — 1991
Hadley Gallagher Hadley Gallagher's Putnam Investments Experience May 2004 - July 2004
Job National Account Manager at PIMCO
Industry Financial Services
Experience
PIMCO January 2011 - Present
Allianz Global Investors July 2006 - February 2011
Cadence Capital Management 2004 - 2006
Putnam Investments May 2004 - July 2004
Education
Syracuse University 2002 — 2006
BA, Communications, Marketing
PIMCO January 2011 - Present
Allianz Global Investors July 2006 - February 2011
Cadence Capital Management 2004 - 2006
Putnam Investments May 2004 - July 2004
Education
Syracuse University 2002 — 2006
BA, Communications, Marketing
Gerald Moore Gerald Moore's Putnam Investments Experience 1997 - 2010
Job President, CEO at Nido Surgical
Industry Medical Devices
Experience
Nido Surgical, LLC 2014 - Present
Launchpad Venture Group 2014 - Present
CommonAngels Ventures 2010 - Present
Eaton Vance Management 2010 - 2013
EndoPhlebex Technologies 2010 - 2010
Putnam Investments 1997 - 2010
MuseumShop.com 1998 - 2001
The Boston Company Asset Management 1995 - 1997
Cowen and Company 1993 - 1995
Texas Instruments 1986 - 1990
Skills
Equities, Investments, Portfolio Management, Due Diligence, Business Planning, Mutual Funds, Investment Banking, Asset Management, Start-ups, Business Development, Equity Research, Financial Analysis, Financial Modeling, Valuation, Angel Investing, Entrepreneurial..., Business Strategy, Strategic Planning, Corporate Development, Board of Directors, Audit Committee, Nonprofits
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1990 — 1992
MBA, Business Administration and General Management
University of Wisconsin-Madison 1981 — 1985
BS, Electrical & Computer Engineering
Ecolint
Nido Surgical, LLC 2014 - Present
Launchpad Venture Group 2014 - Present
CommonAngels Ventures 2010 - Present
Eaton Vance Management 2010 - 2013
EndoPhlebex Technologies 2010 - 2010
Putnam Investments 1997 - 2010
MuseumShop.com 1998 - 2001
The Boston Company Asset Management 1995 - 1997
Cowen and Company 1993 - 1995
Texas Instruments 1986 - 1990
Skills
Equities, Investments, Portfolio Management, Due Diligence, Business Planning, Mutual Funds, Investment Banking, Asset Management, Start-ups, Business Development, Equity Research, Financial Analysis, Financial Modeling, Valuation, Angel Investing, Entrepreneurial..., Business Strategy, Strategic Planning, Corporate Development, Board of Directors, Audit Committee, Nonprofits
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1990 — 1992
MBA, Business Administration and General Management
University of Wisconsin-Madison 1981 — 1985
BS, Electrical & Computer Engineering
Ecolint
Gilbert Oriol Gilbert Oriol's Putnam Investments Experience 2006 - 2007
Job Business Intermediary at NH Business Sales, Inc. Experienced Public Relations and Business Development Professional
Industry Public Relations and Communications
Experience
NH Business Sales, Inc. 2012 - Present
LifeShare Management Group Inc. 2011 - 2012
LifeShare Management Group Inc. 2007 - 2011
Putnam Investments 2006 - 2007
Putnam Investments 2004 - 2006
Putnam Investments 2001 - 2004
Alaska Sports Medicine Clinic 1998 - 2001
United States Air Force 1990 - 1994
Skills
Commercial Real Estate, Fluent Oral and Written..., Marketing, Network Development, Public Relations, Building Relationships, Business Networking, Provider Relations, Strategic Planning, Team Building, Community Outreach, Non-profits, Negotiation, Provider Network..., Recruiting, Healthcare Industry, HIPAA, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel
Education
University of Alaska Anchorage 1997 — 2000
Bachelor of Business Administration (BBA), Marketing/Management/Finance
The University of New Mexico 1994 — 1996
Political Science and Government
Syracuse University 1991 — 1992
Design and Visual Communications, General
Pinkerton Academy
NH Business Sales, Inc. 2012 - Present
LifeShare Management Group Inc. 2011 - 2012
LifeShare Management Group Inc. 2007 - 2011
Putnam Investments 2006 - 2007
Putnam Investments 2004 - 2006
Putnam Investments 2001 - 2004
Alaska Sports Medicine Clinic 1998 - 2001
United States Air Force 1990 - 1994
Skills
Commercial Real Estate, Fluent Oral and Written..., Marketing, Network Development, Public Relations, Building Relationships, Business Networking, Provider Relations, Strategic Planning, Team Building, Community Outreach, Non-profits, Negotiation, Provider Network..., Recruiting, Healthcare Industry, HIPAA, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel
Education
University of Alaska Anchorage 1997 — 2000
Bachelor of Business Administration (BBA), Marketing/Management/Finance
The University of New Mexico 1994 — 1996
Political Science and Government
Syracuse University 1991 — 1992
Design and Visual Communications, General
Pinkerton Academy
Rich Erickson, CFP® Rich Erickson, CFP®'s Putnam Investments Experience 1987 - 1988
Job Vice President, Financial Advisor at Century Bank
Industry Financial Services
Experience
Century Bank April 2015 - Present
MITFCU Financial & Retirement Services December 2009 - April 2015
Merrill Lynch May 2007 - December 2009
Smith Barney 2005 - 2007
Bank of America 2003 - 2004
Fleet 2000 - 2003
John Hancock 1988 - 2000
Putnam Investments 1987 - 1988
Travelers 1983 - 1987
Education
The National Graduate School of Quality Management (NGS) 1998 — 2000
MS, Quality Systems
University of Massachusetts, Amherst 1974 — 1979
B.S. Psychology
Wachusett Regional High School 1970 — 1974
Century Bank April 2015 - Present
MITFCU Financial & Retirement Services December 2009 - April 2015
Merrill Lynch May 2007 - December 2009
Smith Barney 2005 - 2007
Bank of America 2003 - 2004
Fleet 2000 - 2003
John Hancock 1988 - 2000
Putnam Investments 1987 - 1988
Travelers 1983 - 1987
Education
The National Graduate School of Quality Management (NGS) 1998 — 2000
MS, Quality Systems
University of Massachusetts, Amherst 1974 — 1979
B.S. Psychology
Wachusett Regional High School 1970 — 1974
Andrew Dudley, CFA Andrew Dudley, CFA's Putnam Investments Experience August 2010 - February 2013
Job Managing Director at Context Asset Management
Industry Investment Management
Experience
Putnam Investments August 2010 - February 2013
Fidelity Investments 1996 - 2008
Putnam Investments 1991 - 1996
Skills
Asset Allocation, Fixed Income, Investments, Bonds, Investment Management, Hedge Funds, Equities, Asset Managment, Portfolio Management, Alternative Investments, Investment Strategies, Asset Management, Risk Management, Institutional..., Bloomberg, Mutual Funds
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA
Yale University 1983 — 1987
B.A.
CFA, Series 7, Series 24, Series 3
Putnam Investments August 2010 - February 2013
Fidelity Investments 1996 - 2008
Putnam Investments 1991 - 1996
Skills
Asset Allocation, Fixed Income, Investments, Bonds, Investment Management, Hedge Funds, Equities, Asset Managment, Portfolio Management, Alternative Investments, Investment Strategies, Asset Management, Risk Management, Institutional..., Bloomberg, Mutual Funds
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA
Yale University 1983 — 1987
B.A.
CFA, Series 7, Series 24, Series 3
Angelo M. Lobosco, CFA Angelo M. Lobosco, CFA's Putnam Investments Experience 2000 - 2001
Job Quantitative Investment Analyst
Industry Investment Management
Experience
State Street Global Advisors 2001 - 2013
Putnam Investments 2000 - 2001
Fidelity Investments 1994 - 2000
Buck Consultants 1989 - 1994
Education
The Johns Hopkins University 1972 — 1976
Bachelor of Science (BS), Mathematical Sciences, cum laude
State Street Global Advisors 2001 - 2013
Putnam Investments 2000 - 2001
Fidelity Investments 1994 - 2000
Buck Consultants 1989 - 1994
Education
The Johns Hopkins University 1972 — 1976
Bachelor of Science (BS), Mathematical Sciences, cum laude
Katinka Domotorffy, CFA Katinka Domotorffy, CFA's Putnam Investments Experience September 2012 - Present
Job Independent Investment Management Professional
Industry Investment Management
Experience
Putnam Investments September 2012 - Present
Margaret A. Cargill Philanthropies January 2012 - Present
Reach Out and Read of Greater New York June 2006 - Present
Goldman Sachs Asset Management (GSAM) July 1998 - December 2011
Education
London School of Economics and Political Science 1997 — 1998
Master of Science (M.Sc.), Accounting and Finance
University of Pennsylvania 1993 — 1997
Bachelor of Science (BSc), Finance, Minors in Mathematics and English Literature
Lakewood High School 1989 — 1993
Putnam Investments September 2012 - Present
Margaret A. Cargill Philanthropies January 2012 - Present
Reach Out and Read of Greater New York June 2006 - Present
Goldman Sachs Asset Management (GSAM) July 1998 - December 2011
Education
London School of Economics and Political Science 1997 — 1998
Master of Science (M.Sc.), Accounting and Finance
University of Pennsylvania 1993 — 1997
Bachelor of Science (BSc), Finance, Minors in Mathematics and English Literature
Lakewood High School 1989 — 1993
Robert W. Rae II Robert W. Rae II's Putnam Investments Experience 1987 - 1991
Job President, Autumn Star Corporation
Industry Import and Export
Experience
Autumn Star Corporation 2012 - Present
Language Line Services 2006 - 2010
Pebble Beach Company 2002 - 2005
Federal Home Loan Bank of San Francisco 1997 - 2001
Wellington Management 1991 - 1997
Putnam Investments 1987 - 1991
Skills
Global Business..., New Business Development, Project Management, Global Sourcing, International Trade, Negotiation, Language Services, Client Liaison, Customer Service, Sales Operations, Derivatives, Investment Management, Back Office, Start-ups, Salesforce.com, Microsoft Excel, Microsoft Office, Report Writing, Teamwork, Customer Satisfaction, Contract Negotiation, Financial Services, Globalization, Sales, International Sales, Market Research, International Business, CRM, Business Development, Business Strategy, Sales Management, Operations Management, Competitive Analysis, Direct Sales, Multilingual, Management, Portfolio Management, Account Management, Logistics, Sales Process, Sales Presentations, B2B, Training, Investments, Foreign Languages, Strategic Partnerships, Trade Compliance, USDA, FDA, CFIA
Education
University of Southern California
Bachelor of Arts (B.A.), International Relations and Economics
London School of Economics and Political Science
Graduate Studies, International Relations
St. Paul's School
Autumn Star Corporation 2012 - Present
Language Line Services 2006 - 2010
Pebble Beach Company 2002 - 2005
Federal Home Loan Bank of San Francisco 1997 - 2001
Wellington Management 1991 - 1997
Putnam Investments 1987 - 1991
Skills
Global Business..., New Business Development, Project Management, Global Sourcing, International Trade, Negotiation, Language Services, Client Liaison, Customer Service, Sales Operations, Derivatives, Investment Management, Back Office, Start-ups, Salesforce.com, Microsoft Excel, Microsoft Office, Report Writing, Teamwork, Customer Satisfaction, Contract Negotiation, Financial Services, Globalization, Sales, International Sales, Market Research, International Business, CRM, Business Development, Business Strategy, Sales Management, Operations Management, Competitive Analysis, Direct Sales, Multilingual, Management, Portfolio Management, Account Management, Logistics, Sales Process, Sales Presentations, B2B, Training, Investments, Foreign Languages, Strategic Partnerships, Trade Compliance, USDA, FDA, CFIA
Education
University of Southern California
Bachelor of Arts (B.A.), International Relations and Economics
London School of Economics and Political Science
Graduate Studies, International Relations
St. Paul's School
David Capodilupo David Capodilupo's Putnam Investments Experience 1984 - 2001
Job Executive Director Office of International Programs at MIT Sloan School of Management
Industry Education Management
Experience
MIT Sloan School of Management April 2010 - Present
The MIT Sloan School of Management 2009 - April 2010
TribeHive, LLC November 2008 - 2009
Fidelity Investments July 2005 - 2008
MIT Sloan School of Management October 2002 - July 2005
Aspen Concepts, LLC 2001 - 2003
Putnam Investments 1984 - 2001
The College of Wooster 1980 - 1983
Skills
Investments, Management, Project Management, Team Leadership, Strategic Planning, Business Strategy, Management Consulting, Fundraising, Process Improvement, Financial Services, Strategy, Entrepreneurship, Higher Education, Executive Management, Public Speaking, Leadership Development, Community Outreach, Business Planning
Education
The College of Wooster 1981 — 1983
BA, English
Greens Farms Academy
MIT Sloan School of Management April 2010 - Present
The MIT Sloan School of Management 2009 - April 2010
TribeHive, LLC November 2008 - 2009
Fidelity Investments July 2005 - 2008
MIT Sloan School of Management October 2002 - July 2005
Aspen Concepts, LLC 2001 - 2003
Putnam Investments 1984 - 2001
The College of Wooster 1980 - 1983
Skills
Investments, Management, Project Management, Team Leadership, Strategic Planning, Business Strategy, Management Consulting, Fundraising, Process Improvement, Financial Services, Strategy, Entrepreneurship, Higher Education, Executive Management, Public Speaking, Leadership Development, Community Outreach, Business Planning
Education
The College of Wooster 1981 — 1983
BA, English
Greens Farms Academy
Ann Shaughnessy Ann Shaughnessy's Putnam Investments Experience 1996 - 1999
Job Owner, The Big Dipper
Industry Restaurants
Experience
The Big Dipper EMC DirectorRensselaer County LegislatureMarch 2007 - Present
New York Institute of Finance/FT Knowledge 2000 - 2002
Putnam Investments 1996 - 1999
Skills
Public Speaking, Organizational..., Social Media, Strategic Planning, Event Management, Public Relations, Business Strategy, Event Planning, Leadership, Fundraising, Customer Service, Social Networking, Management, Entrepreneurship, Marketing
Education
Thunderbird School of Global Management 1999 — 2000
MBA, Business Administration
SUNY Albany 1984 — 1996
MA, History
Washington and Lee University 1988 — 1992
BA, Political Science
The Big Dipper EMC DirectorRensselaer County LegislatureMarch 2007 - Present
New York Institute of Finance/FT Knowledge 2000 - 2002
Putnam Investments 1996 - 1999
Skills
Public Speaking, Organizational..., Social Media, Strategic Planning, Event Management, Public Relations, Business Strategy, Event Planning, Leadership, Fundraising, Customer Service, Social Networking, Management, Entrepreneurship, Marketing
Education
Thunderbird School of Global Management 1999 — 2000
MBA, Business Administration
SUNY Albany 1984 — 1996
MA, History
Washington and Lee University 1988 — 1992
BA, Political Science
Andrew Donaghy's Putnam Investments Experience June 2012 - Present
Job Web Producer at Putnam Investments
Industry Internet
Experience
Putnam Investments June 2012 - Present
Eye Health Vision Centers 2011 - July 2012
Gadget Go Round September 2011 - January 2012
Skills
Website Development, Web Design, Web Analytics, Usability Design, Information Architecture, HTML, Usability Testing, CSS, Web Development, User Interface Design, ActionScript
Education
The New England Institute of Art 2007 — 2011
Bachelors, Web Design and Interactive Media, 3.5
Putnam Investments June 2012 - Present
Eye Health Vision Centers 2011 - July 2012
Gadget Go Round September 2011 - January 2012
Skills
Website Development, Web Design, Web Analytics, Usability Design, Information Architecture, HTML, Usability Testing, CSS, Web Development, User Interface Design, ActionScript
Education
The New England Institute of Art 2007 — 2011
Bachelors, Web Design and Interactive Media, 3.5
Allison (Nyce) Sahin Allison (Nyce) Sahin's Putnam Investments Experience March 2005 - June 2007
Job Self Employed
Industry Executive Office
Experience
Self Employed May 2012 - Present
The Peterson Companies September 2010 - May 2012
The Peterson Companies October 2007 - March 2011
Putnam Investments March 2005 - June 2007
Prudential Financial October 2001 - March 2004
Prudential Financial October 1999 - October 2001
Education
Temple University 1991 — 2001
BSBA, Human Resource Management
Self Employed May 2012 - Present
The Peterson Companies September 2010 - May 2012
The Peterson Companies October 2007 - March 2011
Putnam Investments March 2005 - June 2007
Prudential Financial October 2001 - March 2004
Prudential Financial October 1999 - October 2001
Education
Temple University 1991 — 2001
BSBA, Human Resource Management
Desirea Chase Desirea Chase's Putnam Investments Experience October 2003 - March 2005
Job Consumer Assistant Specialist
Industry Utilities
Experience
Maine Recruitment Center March 2005 - January 2015
The Kennebec Journal January 2006 - May 2006
Boys' and Girls' Club & YMCA May 2004 - May 2005
Putnam Investments October 2003 - March 2005
Skills
Marketing, Recruitment Advertising, Publication Design, Recruitment, Web Marketing, Online Advertising, Photoshop, Basic HTML, Online Social Networking, Recruiting, Customer Service, Social Networking, Newsletters, WordPress, Online Marketing, Email Marketing, Advertising
Education
Thomas College 2003 — 2006
Bachelor of Science (B.S.), Communication with Concentration in Public Relations and Marketing
University of Maine 2001 — 2003
Mass Communication/Media Studies
Mount View High School 1997 — 2001
High School Diploma
Maine Recruitment Center March 2005 - January 2015
The Kennebec Journal January 2006 - May 2006
Boys' and Girls' Club & YMCA May 2004 - May 2005
Putnam Investments October 2003 - March 2005
Skills
Marketing, Recruitment Advertising, Publication Design, Recruitment, Web Marketing, Online Advertising, Photoshop, Basic HTML, Online Social Networking, Recruiting, Customer Service, Social Networking, Newsletters, WordPress, Online Marketing, Email Marketing, Advertising
Education
Thomas College 2003 — 2006
Bachelor of Science (B.S.), Communication with Concentration in Public Relations and Marketing
University of Maine 2001 — 2003
Mass Communication/Media Studies
Mount View High School 1997 — 2001
High School Diploma
Matthew Ouellette, CFP® Matthew Ouellette, CFP®'s Putnam Investments Experience June 1999 - February 2000
Job CERTIFIED FINANCIAL PLANNER™ at SIS Investment Services
Industry Financial Services
Experience
SIS Investment Services April 2008 - Present
Habitat for Humanity of York County 2012 - 2013
Integrity Mutual Funds January 2007 - April 2008
TexIns Solutions January 2005 - January 2007
Jackson National Life February 2004 - January 2005
Guardian Life Insurance March 2001 - January 2004
Orbitex Funds February 2000 - January 2001
Putnam Investments June 1999 - February 2000
Thermo Fisher Scientific January 1996 - June 1999
Skills
Retirement Planning, Investments, Risk Management, 401k, Mutual Funds, Separately Managed..., Variable Annuities, Series 7, Series 63, Series 6, Due Diligence, Insurance, Financial Advisory, Investment Advisory, Retirement, Fixed Annuities, FINRA, Estate Planning, Wealth Management, Strategic Financial..., Alternative Investments, Investment Strategies, Finance, Financial Services, Asset Allocation, Asset Management
Education
The American College 2006 — 2007
CFP® Certification Curriculum, Financial Planning and Services
University of Southern Maine 1986 — 1994
BA, Economics, Business, Political Science
SIS Investment Services April 2008 - Present
Habitat for Humanity of York County 2012 - 2013
Integrity Mutual Funds January 2007 - April 2008
TexIns Solutions January 2005 - January 2007
Jackson National Life February 2004 - January 2005
Guardian Life Insurance March 2001 - January 2004
Orbitex Funds February 2000 - January 2001
Putnam Investments June 1999 - February 2000
Thermo Fisher Scientific January 1996 - June 1999
Skills
Retirement Planning, Investments, Risk Management, 401k, Mutual Funds, Separately Managed..., Variable Annuities, Series 7, Series 63, Series 6, Due Diligence, Insurance, Financial Advisory, Investment Advisory, Retirement, Fixed Annuities, FINRA, Estate Planning, Wealth Management, Strategic Financial..., Alternative Investments, Investment Strategies, Finance, Financial Services, Asset Allocation, Asset Management
Education
The American College 2006 — 2007
CFP® Certification Curriculum, Financial Planning and Services
University of Southern Maine 1986 — 1994
BA, Economics, Business, Political Science
Jayna Cole-Spigelmeyer Jayna Cole-Spigelmeyer's Putnam Investments Experience August 1999 - February 2001
Job Owner, Letterpress Communications, LLC
Industry Printing
Experience
Letterpress Communications, LLC November 2012 - Present
Friends of Music at Holy Trinity 2007 - 2012
The Record-Argus newspaper April 2004 - March 2005
Marsh, Inc. Design and Photography September 2001 - July 2002
Putnam Investments August 1999 - February 2001
Putnam Investments July 1997 - August 1999
Putnam Investments November 1996 - July 1997
Skills
Proofreading, Calligraphy, Paper Craft, Craft Beer, College Recruiting, Project Management, Graphic Design, Grant Writing, Career Development..., Management, Brochures, Leadership, Leadership Development, Social Media, Public Speaking, Advertising, Photography, Sales, Marketing, Event Planning, Strategic Planning, Team Building, Public Relations
Education
The Pennsylvania State University 1990 — 1994
Bachelor of Arts (B.A.), Communications
The University of Manchester 1994 — 1994
Certificate, European Media Studies
Warren Area High School 1987 — 1990
GO DRAGONS!
Letterpress Communications, LLC November 2012 - Present
Friends of Music at Holy Trinity 2007 - 2012
The Record-Argus newspaper April 2004 - March 2005
Marsh, Inc. Design and Photography September 2001 - July 2002
Putnam Investments August 1999 - February 2001
Putnam Investments July 1997 - August 1999
Putnam Investments November 1996 - July 1997
Skills
Proofreading, Calligraphy, Paper Craft, Craft Beer, College Recruiting, Project Management, Graphic Design, Grant Writing, Career Development..., Management, Brochures, Leadership, Leadership Development, Social Media, Public Speaking, Advertising, Photography, Sales, Marketing, Event Planning, Strategic Planning, Team Building, Public Relations
Education
The Pennsylvania State University 1990 — 1994
Bachelor of Arts (B.A.), Communications
The University of Manchester 1994 — 1994
Certificate, European Media Studies
Warren Area High School 1987 — 1990
GO DRAGONS!
Danielle Simaan-Fujioka Danielle Simaan-Fujioka's Putnam Investments Experience November 1999 - November 2002
Job Financial Services Professional
Industry Financial Services
Experience
UBS Financial Services November 2013 - October 2014
PIMCO February 2011 - February 2012
Allianz Global Investors September 2007 - February 2011
Smith Barney September 2003 - August 2007
Putnam Investments November 1999 - November 2002
Morgan Stanley July 1991 - October 1999
Skills
Mutual Funds, Wealth Management, Series 7, Alternative Investments, Investments, Series 63, Financial Services, Asset Management, Asset Allocation, Equities, Fixed Income, Financial Operations, Risk Management, Relationship Management, PWM Branch Operations, Investment Strategies
Education
The King's College
Bachelor's Degree, BS, Business Administration & Economics
UBS Financial Services November 2013 - October 2014
PIMCO February 2011 - February 2012
Allianz Global Investors September 2007 - February 2011
Smith Barney September 2003 - August 2007
Putnam Investments November 1999 - November 2002
Morgan Stanley July 1991 - October 1999
Skills
Mutual Funds, Wealth Management, Series 7, Alternative Investments, Investments, Series 63, Financial Services, Asset Management, Asset Allocation, Equities, Fixed Income, Financial Operations, Risk Management, Relationship Management, PWM Branch Operations, Investment Strategies
Education
The King's College
Bachelor's Degree, BS, Business Administration & Economics
Jim Augusto Jim Augusto's Putnam Investments Experience February 1996 - November 1997
Job Art Director at Palm Springs Life
Industry Graphic Design
Experience
Palm Springs Life January 2014 - Present
Crystal Bridges Museum of American Art February 2011 - December 2013
James Augusto Art Direction July 2009 - February 2011
EF Educational Tours December 1997 - July 2009
Putnam Investments February 1996 - November 1997
WGBH July 1994 - September 1995
Skills
Art Direction, Creative Direction, Graphic Design, Digital Photography, Adobe Creative Suite, Brand Management, Branding & Identity, Travel Photography, Illustration, Copywriting, Marketing, Graphics
Education
Corcoran College of Art and Design 1990 — 1994
BFA, Graphic Design
The George Washington University 1984 — 1988
BA, International Affairs
Palm Springs Life January 2014 - Present
Crystal Bridges Museum of American Art February 2011 - December 2013
James Augusto Art Direction July 2009 - February 2011
EF Educational Tours December 1997 - July 2009
Putnam Investments February 1996 - November 1997
WGBH July 1994 - September 1995
Skills
Art Direction, Creative Direction, Graphic Design, Digital Photography, Adobe Creative Suite, Brand Management, Branding & Identity, Travel Photography, Illustration, Copywriting, Marketing, Graphics
Education
Corcoran College of Art and Design 1990 — 1994
BFA, Graphic Design
The George Washington University 1984 — 1988
BA, International Affairs
Andrew Benson Andrew Benson's Putnam Investments Experience January 2013 - Present
Job Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2013 - Present
Putnam Investments December 2011 - January 2013
Putnam Investments July 2008 - December 2011
Boston Corporate Finance October 2007 - January 2008
Global Insight June 2007 - August 2007
Education
Tufts University 2004 — 2008
B.A. Magna Cum Laude, Economics, Entrepreneurial Leadership
Putnam Investments January 2013 - Present
Putnam Investments December 2011 - January 2013
Putnam Investments July 2008 - December 2011
Boston Corporate Finance October 2007 - January 2008
Global Insight June 2007 - August 2007
Education
Tufts University 2004 — 2008
B.A. Magna Cum Laude, Economics, Entrepreneurial Leadership
Lisa Moss Lisa Moss's Putnam Investments Experience 1992 - 1994
Job Marketing Consultant, Cape Cod Broadcasting
Industry Marketing and Advertising
Experience
Cape Cod Broadcasting Media October 2014 - Present
Koko FitClub, LLC January 2011 - September 2014
Saltwater Grille October 2003 - February 2012
Harrah's Entertainment April 2001 - August 2003
Putnam Investments 1992 - 1994
Putnam Investments 1992 - 1994
Skills
Small Business, Event Management, Customer Service, Event Planning, Franchising, Franchise Consulting, Strategic Planning, Sales, Social Media, Team Building, Marketing, New Business Development, Entrepreneurship, Advertising, CRM, Management, Sales Management, Start-ups, Business Planning, Marketing Strategy, Retail
Education
Syracuse University
Bachelor of Science (BS)
West Orange High School
Cape Cod Broadcasting Media October 2014 - Present
Koko FitClub, LLC January 2011 - September 2014
Saltwater Grille October 2003 - February 2012
Harrah's Entertainment April 2001 - August 2003
Putnam Investments 1992 - 1994
Putnam Investments 1992 - 1994
Skills
Small Business, Event Management, Customer Service, Event Planning, Franchising, Franchise Consulting, Strategic Planning, Sales, Social Media, Team Building, Marketing, New Business Development, Entrepreneurship, Advertising, CRM, Management, Sales Management, Start-ups, Business Planning, Marketing Strategy, Retail
Education
Syracuse University
Bachelor of Science (BS)
West Orange High School
Konstantin Nikolaev Konstantin Nikolaev's Putnam Investments Experience June 2014 - August 2014
Job MBA Development Program, Investment Track at Vanguard
Industry Investment Management
Experience
Vanguard July 2015 - Present
Putnam Investments June 2014 - August 2014
CIGNA June 2012 - June 2013
The Hartford November 2011 - June 2012
The Hartford July 2010 - November 2011
The Hartford July 2008 - July 2010
Project-Space June 2007 - August 2007
Ashworth University June 2006 - August 2006
Skills
PowerPoint, SharePoint, SharePoint Designer, Microsoft Excel, Market Research, Competitive Intelligence, Quantitative Research, Data Analysis, Team Leadership, Stakeholder Management, Property & Casualty..., Life Insurance, Financial Markets, Health Insurance, Service Operations, Strategic Planning, Marketing Strategy, Cross-functional Team...
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.)
Yale University 2004 — 2008
BA, Architecture
Vanguard July 2015 - Present
Putnam Investments June 2014 - August 2014
CIGNA June 2012 - June 2013
The Hartford November 2011 - June 2012
The Hartford July 2010 - November 2011
The Hartford July 2008 - July 2010
Project-Space June 2007 - August 2007
Ashworth University June 2006 - August 2006
Skills
PowerPoint, SharePoint, SharePoint Designer, Microsoft Excel, Market Research, Competitive Intelligence, Quantitative Research, Data Analysis, Team Leadership, Stakeholder Management, Property & Casualty..., Life Insurance, Financial Markets, Health Insurance, Service Operations, Strategic Planning, Marketing Strategy, Cross-functional Team...
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.)
Yale University 2004 — 2008
BA, Architecture
Tim Bui, CFA Tim Bui, CFA's Putnam Investments Experience August 2001 - June 2006
Job Portfolio Manager at Third Avenue Management
Industry Investment Management
Experience
Third Avenue Management June 2012 - Present
Passiko Investments September 2008 - June 2012
Stark Investments July 2006 - September 2008
Putnam Investments August 2001 - June 2006
PPM America December 1996 - July 2001
Ariel Investments June 1994 - December 1996
USAA 1991 - 1994
Skills
Equities, Investments, Portfolio Management, Valuation, Mutual Funds, Asset Management, Hedge Funds, Financial Modeling, Alternative Investments
Education
The University of Texas at Austin 1987 — 1989
MBA, Finance
The University of Texas at Austin 1980 — 1982
BBA, Finance
Third Avenue Management June 2012 - Present
Passiko Investments September 2008 - June 2012
Stark Investments July 2006 - September 2008
Putnam Investments August 2001 - June 2006
PPM America December 1996 - July 2001
Ariel Investments June 1994 - December 1996
USAA 1991 - 1994
Skills
Equities, Investments, Portfolio Management, Valuation, Mutual Funds, Asset Management, Hedge Funds, Financial Modeling, Alternative Investments
Education
The University of Texas at Austin 1987 — 1989
MBA, Finance
The University of Texas at Austin 1980 — 1982
BBA, Finance
Matthew Beagle Matthew Beagle's Putnam Investments Experience March 2002 - January 2010
Job Senior Credit Analyst at Hartford Investment Management
Industry Investment Management
Experience
Hartford Investment Management May 2010 - Present
Putnam Investments March 2002 - January 2010
DiamondCluster Intl September 1999 - December 2001
Deustche Bank April 1996 - August 1997
US Army August 1993 - April 1996
Skills
Asset Management, Investments, Leveraged Finance, Financial Modeling, Fixed Income, Financial Analysis, Due Diligence, Credit, Bloomberg, Asset Allocation, Excel, Competitive Analysis, Research, Economics, Mutual Funds, High Yield, Loans
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance
University of Pennsylvania 1991 — 1993
BA, Economics
Hartford Investment Management May 2010 - Present
Putnam Investments March 2002 - January 2010
DiamondCluster Intl September 1999 - December 2001
Deustche Bank April 1996 - August 1997
US Army August 1993 - April 1996
Skills
Asset Management, Investments, Leveraged Finance, Financial Modeling, Fixed Income, Financial Analysis, Due Diligence, Credit, Bloomberg, Asset Allocation, Excel, Competitive Analysis, Research, Economics, Mutual Funds, High Yield, Loans
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance
University of Pennsylvania 1991 — 1993
BA, Economics
Marta Stewart Marta Stewart's Putnam Investments Experience March 2000 - August 2000
Job Senior Software Developer at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance May 2013 - Present
Globalware Solutions November 2009 - August 2012
Globalware Solutions November 2005 - May 2009
Massachusetts Department of Education September 2000 - September 2002
Putnam Investments March 2000 - August 2000
Fidelity Investments December 1998 - March 2000
Sun Microsystems 1997 - 1998
Bit Group August 1996 - January 1997
Motorola Semiconductor May 1993 - June 1994
Digital Equipment Corporation November 1989 - May 1993
Skills
Microsoft SQL Server, Oracle, Integration, Software Development, JavaScript, Linux, Requirements Analysis, E-commerce, Subversion, SQL, PHP, Unix, SaaS, jQuery, CSS, Web Development, Java, AJAX, Java Enterprise Edition, Perl, Supply Chain, Web Services, Web Applications, SDLC, XML, Database Design, Apache, Databases, RESTful WebServices, Web 2.0 Development, Dojo, Ubuntu, REST, Agile Methodologies, Distributed Systems, Software Engineering
Education
The University of Texas at Austin
BA, Computer Science
Liberty Mutual Insurance May 2013 - Present
Globalware Solutions November 2009 - August 2012
Globalware Solutions November 2005 - May 2009
Massachusetts Department of Education September 2000 - September 2002
Putnam Investments March 2000 - August 2000
Fidelity Investments December 1998 - March 2000
Sun Microsystems 1997 - 1998
Bit Group August 1996 - January 1997
Motorola Semiconductor May 1993 - June 1994
Digital Equipment Corporation November 1989 - May 1993
Skills
Microsoft SQL Server, Oracle, Integration, Software Development, JavaScript, Linux, Requirements Analysis, E-commerce, Subversion, SQL, PHP, Unix, SaaS, jQuery, CSS, Web Development, Java, AJAX, Java Enterprise Edition, Perl, Supply Chain, Web Services, Web Applications, SDLC, XML, Database Design, Apache, Databases, RESTful WebServices, Web 2.0 Development, Dojo, Ubuntu, REST, Agile Methodologies, Distributed Systems, Software Engineering
Education
The University of Texas at Austin
BA, Computer Science
Sandra Madden Sandra Madden's Putnam Investments Experience March 1997 - August 2006
Job Photographer/Author, "Hearts All Around Us"
Industry Hospital & Health Care
Experience
Brain Injury Association of Massachusetts May 2015 - Present
Photographer/Author October 2014 - Present
Chicken Soup for the Soul June 2014 - Present
Alzheimer's Association, Rhode Island Chapter December 2011 - July 2012
Brain Injury Association of MA 2009 - 2012
Putnam Investments March 1997 - August 2006
BankBoston March 1990 - February 1997
Skills
Social Media, Nonprofits, Media Relations, Management, Community Outreach, Public Relations, Fundraising, Event Planning, Marketing Communications, Non-profits, Program Management, Writing
Education
Syracuse University 1980 — 1984
BS, Photojournalism
Taconic High 1977 — 1980
Brain Injury Association of Massachusetts May 2015 - Present
Photographer/Author October 2014 - Present
Chicken Soup for the Soul June 2014 - Present
Alzheimer's Association, Rhode Island Chapter December 2011 - July 2012
Brain Injury Association of MA 2009 - 2012
Putnam Investments March 1997 - August 2006
BankBoston March 1990 - February 1997
Skills
Social Media, Nonprofits, Media Relations, Management, Community Outreach, Public Relations, Fundraising, Event Planning, Marketing Communications, Non-profits, Program Management, Writing
Education
Syracuse University 1980 — 1984
BS, Photojournalism
Taconic High 1977 — 1980
Kelly Sheridan, SPHR, SHRM-SCP's Putnam Investments Experience September 1994 - September 1997
Job Vice President, Human Resources at SharkNinja
Industry Consumer Goods
Experience
SharkNinja April 2013 - Present
Grant Thornton LLP (acquired CCR LLP on 12/1/11) December 2011 - April 2013
CCR LLP (acquired by Grant Thornton on 12/1/11) June 2005 - November 2011
Computerworld September 2002 - February 2004
Thomson Financial December 1998 - August 2002
PTC October 1997 - December 1998
Putnam Investments September 1994 - September 1997
Education
Syracuse University 1988 — 1992
BA
SharkNinja April 2013 - Present
Grant Thornton LLP (acquired CCR LLP on 12/1/11) December 2011 - April 2013
CCR LLP (acquired by Grant Thornton on 12/1/11) June 2005 - November 2011
Computerworld September 2002 - February 2004
Thomson Financial December 1998 - August 2002
PTC October 1997 - December 1998
Putnam Investments September 1994 - September 1997
Education
Syracuse University 1988 — 1992
BA
Dana Kelley Dana Kelley's Putnam Investments Experience July 2008 - September 2011
Job Analyst at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US December 2013 - Present
Columbia Management September 2011 - December 2013
Putnam Investments July 2008 - September 2011
UBS Investment Bank June 2007 - August 2007
ING Investment Management May 2006 - August 2006
Skills
Accounting, Analysis, Banking, Bloomberg, Capital Markets, Due Diligence, Equities, Equity Research, Equity Valuation, Finance, Financial Modeling, Financial Services, Hedge Funds, Investment Management, Investments, Management, Portfolio Management, Valuation
Education
The University of Connecticut School of Business 2004 — 2008
B.S., Finance, Mathematics Minor
Columbia Threadneedle Investments, US December 2013 - Present
Columbia Management September 2011 - December 2013
Putnam Investments July 2008 - September 2011
UBS Investment Bank June 2007 - August 2007
ING Investment Management May 2006 - August 2006
Skills
Accounting, Analysis, Banking, Bloomberg, Capital Markets, Due Diligence, Equities, Equity Research, Equity Valuation, Finance, Financial Modeling, Financial Services, Hedge Funds, Investment Management, Investments, Management, Portfolio Management, Valuation
Education
The University of Connecticut School of Business 2004 — 2008
B.S., Finance, Mathematics Minor
Nicolle Pillartz Nicolle Pillartz's Putnam Investments Experience 1998 - 2003
Job Head of Industry, Automotive at Google
Industry Marketing and Advertising
Paul Quistberg Paul Quistberg's Putnam Investments Experience 2002 - 2008
Job Chief Investment Officer at BofA Global Capital Managemnt
Industry Investment Management
Experience
BofA Global Capital Management June 2010 - Present
BofA Global Capital Management 2008 - 2010
Putnam Investments 2002 - 2008
Putnam Investments 1997 - 2002
Putnam Investments 1995 - 1997
Travelers Insurance 1990 - 1995
KPMG Peat Marwick 1984 - 1988
Skills
Fixed Income, Mutual Funds, Capital Markets, Portfolio Management, Money Market, Trading Systems, Asset Allocation, High Yield, Valuation, Banking, Bonds, Investments, Investment Strategies, Financial Risk, Asset Managment, Hedge Funds, Alternative Investments, Equities, Bloomberg
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA, Finance
University of Connecticut 1980 — 1984
BS, Accounting
BofA Global Capital Management June 2010 - Present
BofA Global Capital Management 2008 - 2010
Putnam Investments 2002 - 2008
Putnam Investments 1997 - 2002
Putnam Investments 1995 - 1997
Travelers Insurance 1990 - 1995
KPMG Peat Marwick 1984 - 1988
Skills
Fixed Income, Mutual Funds, Capital Markets, Portfolio Management, Money Market, Trading Systems, Asset Allocation, High Yield, Valuation, Banking, Bonds, Investments, Investment Strategies, Financial Risk, Asset Managment, Hedge Funds, Alternative Investments, Equities, Bloomberg
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA, Finance
University of Connecticut 1980 — 1984
BS, Accounting
Ryan Beaulieu Ryan Beaulieu's Putnam Investments Experience November 2004 - May 2005
Job Production Manager at UniFirst
Industry Textiles
Experience
UniFirst Corporation November 2014 - Present
Westin Portland Harborview Hotel October 2013 - November 2014
Portland Harbor Hotel May 2007 - November 2014
Thomas College November 2004 - May 2007
TGI Fridays June 2001 - March 2007
Ryan's Lawn Care April 2005 - August 2006
Putnam Investments November 2004 - May 2005
Skills
Hotel Management, Revenue Management, Front Office, Hotel Reservations, Hotels, Operations Management, Operating Systems, POS, Revenue Analysis, Hotel Booking, Hospitality, Coaching, Hospitality Industry, Leadership, Food & Beverage, Restaurants, Customer Satisfaction, Tourism, Training, Yield Management, Budgets, Customer Service, Hiring, Sales
Education
Thomas College 2003 — 2007
Bachelor of Science, Entrepreneurship/Small Business Management
Bonny Eagle High School 1999 — 2003
Diploma, Entrepreneurial and Small Business Operations
UniFirst Corporation November 2014 - Present
Westin Portland Harborview Hotel October 2013 - November 2014
Portland Harbor Hotel May 2007 - November 2014
Thomas College November 2004 - May 2007
TGI Fridays June 2001 - March 2007
Ryan's Lawn Care April 2005 - August 2006
Putnam Investments November 2004 - May 2005
Skills
Hotel Management, Revenue Management, Front Office, Hotel Reservations, Hotels, Operations Management, Operating Systems, POS, Revenue Analysis, Hotel Booking, Hospitality, Coaching, Hospitality Industry, Leadership, Food & Beverage, Restaurants, Customer Satisfaction, Tourism, Training, Yield Management, Budgets, Customer Service, Hiring, Sales
Education
Thomas College 2003 — 2007
Bachelor of Science, Entrepreneurship/Small Business Management
Bonny Eagle High School 1999 — 2003
Diploma, Entrepreneurial and Small Business Operations
Bill Cass, CFP® Bill Cass, CFP®'s Putnam Investments Experience January 2008 - Present
Job Director of Wealth Management Programs
Industry Financial Services
Experience
Putnam Investments January 2008 - Present
Putnam Investments 2002 - 2008
Putnam Investments 2000 - 2002
Putnam Investments 1998 - 2000
Putnam Investments 1993 - 1998
Putnam Investments 1990 - 1993
Skills
Series 7, Series 63, Mutual Funds, Series 6, Asset Allocation, 529 Plans, 401k, Retirement, Investments, Strategic Financial..., Wealth Management
Education
Tufts University 1985 — 1989
Bachelor of Arts (B.A.), Economics, Political Science
Putnam Investments January 2008 - Present
Putnam Investments 2002 - 2008
Putnam Investments 2000 - 2002
Putnam Investments 1998 - 2000
Putnam Investments 1993 - 1998
Putnam Investments 1990 - 1993
Skills
Series 7, Series 63, Mutual Funds, Series 6, Asset Allocation, 529 Plans, 401k, Retirement, Investments, Strategic Financial..., Wealth Management
Education
Tufts University 1985 — 1989
Bachelor of Arts (B.A.), Economics, Political Science
Kara Gilman Kara Gilman's Putnam Investments Experience 2001 - 2003
Job Senior Vice President at Income Research & Management
Industry Financial Services
Experience
Income Research & Management February 2007 - Present
McKinley Capital Management 2005 - 2006
State Street Research 2003 - 2004
Putnam Investments 2001 - 2003
JP Morgan 1996 - 2001
Phoenix Life Insurance Company 1993 - 1995
Skills
Fixed Income, Asset Managment
Education
The American International University in London 1999 — 2000
MBA
University of Maine 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Tilburg University 1990 — 1991
Income Research & Management February 2007 - Present
McKinley Capital Management 2005 - 2006
State Street Research 2003 - 2004
Putnam Investments 2001 - 2003
JP Morgan 1996 - 2001
Phoenix Life Insurance Company 1993 - 1995
Skills
Fixed Income, Asset Managment
Education
The American International University in London 1999 — 2000
MBA
University of Maine 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Tilburg University 1990 — 1991
Alan Liggett Alan Liggett's Putnam Investments Experience 1996 - 2001
Job Principal at Reflective Solutions
Industry Information Technology and Services
Experience
Reflective Solutions 2009 - Present
Wall Street Horizon January 2009 - April 2010
Questcon Technologies 2005 - December 2008
Computer Horizons 2001 - 2004
Putnam Investments 1996 - 2001
Fidelity Investments 1981 - 1995
Education
The University of Manchester 1967 — 1970
BA Honours, History, Economics, Politics
Quarry Bank HS 1961 — 1967
Reflective Solutions 2009 - Present
Wall Street Horizon January 2009 - April 2010
Questcon Technologies 2005 - December 2008
Computer Horizons 2001 - 2004
Putnam Investments 1996 - 2001
Fidelity Investments 1981 - 1995
Education
The University of Manchester 1967 — 1970
BA Honours, History, Economics, Politics
Quarry Bank HS 1961 — 1967
Triet Nguyen Triet Nguyen's Putnam Investments Experience January 1988 - March 1998
Job Managing Director at NewOak Capital
Industry Financial Services
Experience
NewOak Capital September 2014 - Present
Axios Advisors LLC April 2011 - September 2014
ZIEGLER CAPITAL MARKETS January 2008 - December 2010
SAYBROOK CAPITAL, LLC January 2004 - December 2008
AXIOS ADVISORS, LLC March 2002 - January 2004
eBondUSA.com May 2000 - March 2001
JOHN HANCOCK ADVISORS June 1998 - May 2000
Putnam Investments January 1988 - March 1998
Putnam Investments January 1985 - January 1988
CIGNA INVESTMENTS January 1983 - January 1985
Skills
French, Excel, Writing, Municipal, Separately Managed..., Closed-end Funds, Bonds, Fixed Income, Hedge Funds, Credit, High Yield, Asset Management, Series 7, Portfolio Management, Bloomberg, Alternative Investments, Municipalities, Financial Markets, Wealth Management, Securities, Investment Advisory, Financial Modeling, Credit Analysis, Trading, Mutual Funds, Municipal Bonds, Series 63, Private Equity, Capital Markets, Asset Managment, Investments, Financial Advisory, Financial Risk, Electronic Trading, Equities, Investment Banking
Education
The University of Chicago - Booth School of Business 1977 — 1979
BS, Finance & Accounting
The University of Chicago 1974 — 1977
Bachelor of Arts, Economics
Lycee Marie-Curie 1970 — 1974
Baccalaureat, Economics
NewOak Capital September 2014 - Present
Axios Advisors LLC April 2011 - September 2014
ZIEGLER CAPITAL MARKETS January 2008 - December 2010
SAYBROOK CAPITAL, LLC January 2004 - December 2008
AXIOS ADVISORS, LLC March 2002 - January 2004
eBondUSA.com May 2000 - March 2001
JOHN HANCOCK ADVISORS June 1998 - May 2000
Putnam Investments January 1988 - March 1998
Putnam Investments January 1985 - January 1988
CIGNA INVESTMENTS January 1983 - January 1985
Skills
French, Excel, Writing, Municipal, Separately Managed..., Closed-end Funds, Bonds, Fixed Income, Hedge Funds, Credit, High Yield, Asset Management, Series 7, Portfolio Management, Bloomberg, Alternative Investments, Municipalities, Financial Markets, Wealth Management, Securities, Investment Advisory, Financial Modeling, Credit Analysis, Trading, Mutual Funds, Municipal Bonds, Series 63, Private Equity, Capital Markets, Asset Managment, Investments, Financial Advisory, Financial Risk, Electronic Trading, Equities, Investment Banking
Education
The University of Chicago - Booth School of Business 1977 — 1979
BS, Finance & Accounting
The University of Chicago 1974 — 1977
Bachelor of Arts, Economics
Lycee Marie-Curie 1970 — 1974
Baccalaureat, Economics
J. Phillip Camp J. Phillip Camp's Putnam Investments Experience July 2012 - March 2015
Job Director Software Systems Engineering, Web & Mobile at Financial Services
Industry Information Technology and Services
Experience
Financial Services March 2015 - Present
Putnam Investments July 2012 - March 2015
Putnam Investments October 2010 - July 2012
IBM June 2010 - October 2010
IBM September 2007 - October 2010
IBM June 2008 - June 2010
IBM July 2006 - June 2008
IBM July 2006 - September 2007
E Space Communications October 2000 - July 2006
Self Employed September 1997 - February 2004
Skills
Technical Leadership, IT Strategy, Collaborative Innovation, Process Improvement, Web Applications, Mobile Web Applications, Vendor Management, Technical Communication, Innovation Management, Program Management, Cloud Computing, Software Project..., Solution Architecture, Version Control, Architecture, Enterprise Architecture, Organizational..., Business Transformation, IT Outsourcing, Integration, Object Oriented Software, Agile Methodologies, Governance, Design Patterns, Web Services, Data Services, SOA, User Experience, Responsive Design, User Interface, Information Architecture, Front-end Development, Interaction Design, User Interface Design, Middleware, Databases, Business Analysis, RIA, HTML, CSS, JavaScript, jQuery, AJAX, JSON, XML, Java, MySQL, Flex, ActionScript, Mobile Applications
Education
The Ohio State University 2001 — 2006
BS, Computer Science and Engineering
Financial Services March 2015 - Present
Putnam Investments July 2012 - March 2015
Putnam Investments October 2010 - July 2012
IBM June 2010 - October 2010
IBM September 2007 - October 2010
IBM June 2008 - June 2010
IBM July 2006 - June 2008
IBM July 2006 - September 2007
E Space Communications October 2000 - July 2006
Self Employed September 1997 - February 2004
Skills
Technical Leadership, IT Strategy, Collaborative Innovation, Process Improvement, Web Applications, Mobile Web Applications, Vendor Management, Technical Communication, Innovation Management, Program Management, Cloud Computing, Software Project..., Solution Architecture, Version Control, Architecture, Enterprise Architecture, Organizational..., Business Transformation, IT Outsourcing, Integration, Object Oriented Software, Agile Methodologies, Governance, Design Patterns, Web Services, Data Services, SOA, User Experience, Responsive Design, User Interface, Information Architecture, Front-end Development, Interaction Design, User Interface Design, Middleware, Databases, Business Analysis, RIA, HTML, CSS, JavaScript, jQuery, AJAX, JSON, XML, Java, MySQL, Flex, ActionScript, Mobile Applications
Education
The Ohio State University 2001 — 2006
BS, Computer Science and Engineering
Gerard Donahue's Putnam Investments Experience September 1997 - Present
Job Insurance Products Representative at Putnam Investments
Industry Financial Services
Experience
Putnam Investments September 1997 - Present
Justice Federal Credit Union August 1993 - May 1997
BNY Mellon September 1988 - July 1993
Skills
Mutual Funds, Call Centers, Customer Service, Financial Services, Time Management, Finance, Microsoft Excel, Insurance, Relationship Management, Investments, Employee Benefits, Sales, Outlook, Process Improvement, Teamwork, 401k, Loans, Securities, Series 6, Microsoft Office, Lotus Notes, Access, Call Center, Team Building, Microsoft Word, Risk Management, Retirement, Analysis, PowerPoint, Asset Allocation, Customer Satisfaction, Social Media, Account Management, Administrative..., Data Analysis, Strategic Financial..., Fixed Annuities, Coaching, Compliance, Business Analysis, Vendor Management, Client Service, Annuities, Customer Relations, Financial Planning, Excel, Word, Problem Solving, Mentoring, Administrative Support
Education
University of Maryland University College 1992 — 1997
MGA, financial management, 3.0
The George Washington University 1990 — 1992
Master's degree, Public Administration, 3.00(Did not finish)
University of Maryland College Park 1983 — 1988
B.A, Government & Politics, 2.74
ELEANOR ROOSEVELT SR HIGH SCHOOL 1980 — 1983
High School Diploma, none
Putnam Investments September 1997 - Present
Justice Federal Credit Union August 1993 - May 1997
BNY Mellon September 1988 - July 1993
Skills
Mutual Funds, Call Centers, Customer Service, Financial Services, Time Management, Finance, Microsoft Excel, Insurance, Relationship Management, Investments, Employee Benefits, Sales, Outlook, Process Improvement, Teamwork, 401k, Loans, Securities, Series 6, Microsoft Office, Lotus Notes, Access, Call Center, Team Building, Microsoft Word, Risk Management, Retirement, Analysis, PowerPoint, Asset Allocation, Customer Satisfaction, Social Media, Account Management, Administrative..., Data Analysis, Strategic Financial..., Fixed Annuities, Coaching, Compliance, Business Analysis, Vendor Management, Client Service, Annuities, Customer Relations, Financial Planning, Excel, Word, Problem Solving, Mentoring, Administrative Support
Education
University of Maryland University College 1992 — 1997
MGA, financial management, 3.0
The George Washington University 1990 — 1992
Master's degree, Public Administration, 3.00(Did not finish)
University of Maryland College Park 1983 — 1988
B.A, Government & Politics, 2.74
ELEANOR ROOSEVELT SR HIGH SCHOOL 1980 — 1983
High School Diploma, none
Kevin Cangemi, CFA Kevin Cangemi, CFA's Putnam Investments Experience 2002 - 2006
Job Senior Manager, Corporate Development at Cimpress
Industry Internet
Experience
Cimpress 2012 - Present
Harvest Power May 2011 - August 2011
athenahealth May 2010 - August 2010
Evergreen Investments (now Wells Capital Management) 2006 - 2009
Putnam Investments 2002 - 2006
Skills
Market Analysis, Business Strategy, Competitive Analysis, Financial Analysis, Business Valuation, M&A due diligence, Acquisitions, Financial Modeling, Leveraged Finance, Project Finance, Product Strategy, Operations Improvement, Due Diligence, Product Management, Investments, Equity Research, Valuation, Venture Capital, Corporate Development, Mergers & Acquisitions, Emerging Markets, Strategy
Education
Tuck School of Business at Dartmouth
Master of Business Administration (MBA)
University of Massachusetts
Bachelor of Arts (B.A.), Economics
Cimpress 2012 - Present
Harvest Power May 2011 - August 2011
athenahealth May 2010 - August 2010
Evergreen Investments (now Wells Capital Management) 2006 - 2009
Putnam Investments 2002 - 2006
Skills
Market Analysis, Business Strategy, Competitive Analysis, Financial Analysis, Business Valuation, M&A due diligence, Acquisitions, Financial Modeling, Leveraged Finance, Project Finance, Product Strategy, Operations Improvement, Due Diligence, Product Management, Investments, Equity Research, Valuation, Venture Capital, Corporate Development, Mergers & Acquisitions, Emerging Markets, Strategy
Education
Tuck School of Business at Dartmouth
Master of Business Administration (MBA)
University of Massachusetts
Bachelor of Arts (B.A.), Economics
Christian Paquette Christian Paquette's Putnam Investments Experience January 1994 - January 1995
Job Global Account Manager at Brainshark
Industry Market Research
Experience
Brainshark April 2011 - July 2015
Thomson Reuters December 2003 - April 2011
CitiStreet April 2003 - November 2003
UBS Wealth Management February 2002 - March 2003
Fidelity Investments January 1997 - January 2002
Putnam Investments January 1994 - January 1995
Skills
Strategic Partnerships, Key Account..., Financial Markets, Forecasting, Sales Process, CRM, B2B, Enterprise Software, Lead Generation, Negotiation, SaaS, Marketing Strategy, Finance, Selling, Product Management, Channel Partners, Sales Management, Market Research, Salesforce.com, Solution Selling, Sales, Sales Presentations
Education
Temple University 1989 — 1993
BACHELOR OF BUSINESS ADMINISTRATION, MARKETING
Brainshark April 2011 - July 2015
Thomson Reuters December 2003 - April 2011
CitiStreet April 2003 - November 2003
UBS Wealth Management February 2002 - March 2003
Fidelity Investments January 1997 - January 2002
Putnam Investments January 1994 - January 1995
Skills
Strategic Partnerships, Key Account..., Financial Markets, Forecasting, Sales Process, CRM, B2B, Enterprise Software, Lead Generation, Negotiation, SaaS, Marketing Strategy, Finance, Selling, Product Management, Channel Partners, Sales Management, Market Research, Salesforce.com, Solution Selling, Sales, Sales Presentations
Education
Temple University 1989 — 1993
BACHELOR OF BUSINESS ADMINISTRATION, MARKETING
Fernando Migliassi's Putnam Investments Experience 1998 - 2000
Job Chief Marketing Officer at The Biochar Company
Industry Renewables & Environment
Experience
The Biochar Company May 2014 - Present
Daniale 2010 - Present
The Biochar Company January 2013 - April 2014
EcoTechnologies Group 2008 - 2009
BridgePoint Ventures LLC 2008 - 2008
BridgePoint Ventures LLC 2006 - 2007
Fidelity Investments 2005 - 2005
Fidelity Investments 2000 - 2004
Putnam Investments 1998 - 2000
Putnam Investments 1997 - 1998
Skills
Leadership, Marketing, Strategy, Entrepreneurship, Business Development, Sustainability, Equities, Management, Business Strategy, Strategic Partnerships, Investments, Product Management, Sales, Project Management, Portfolio Management, Analysis, Corporate Communications, Public Relations, Social Media
Education
Thunderbird School of Global Management 1994 — 1996
MBA, International Management
University of Massachusetts, Amherst 1984 — 1989
BA, Economics
The Aji Network 1999 — 2003
Leadership, Entreprenuership, Innovation and Power
The Biochar Company May 2014 - Present
Daniale 2010 - Present
The Biochar Company January 2013 - April 2014
EcoTechnologies Group 2008 - 2009
BridgePoint Ventures LLC 2008 - 2008
BridgePoint Ventures LLC 2006 - 2007
Fidelity Investments 2005 - 2005
Fidelity Investments 2000 - 2004
Putnam Investments 1998 - 2000
Putnam Investments 1997 - 1998
Skills
Leadership, Marketing, Strategy, Entrepreneurship, Business Development, Sustainability, Equities, Management, Business Strategy, Strategic Partnerships, Investments, Product Management, Sales, Project Management, Portfolio Management, Analysis, Corporate Communications, Public Relations, Social Media
Education
Thunderbird School of Global Management 1994 — 1996
MBA, International Management
University of Massachusetts, Amherst 1984 — 1989
BA, Economics
The Aji Network 1999 — 2003
Leadership, Entreprenuership, Innovation and Power
Elke Urban Elke Urban's Putnam Investments Experience January 2001 - August 2008
Job EVP, Chief Market Advisory Officer at Amundi Smith Breeden
Industry Financial Services
Experience
Amundi Smith Breeden December 2014 - Present
Amundi Smith Breeden September 2014 - December 2014
MFS Investment Management August 2008 - August 2014
Putnam Investments January 2001 - August 2008
Pioneer Investments 1997 - 2000
Skills
Financial Advisory, Marketing, Strategy, Marketing Strategy, Marketing Communications, Integrated Marketing
Education
Johann Wolfgang Goethe-Universität Frankfurt am Main 1983 — 1985
MA, Linguistics
JWG University Frankfurt am Main 1980 — 1983
BA, Modern Languages, Psychology
Amundi Smith Breeden December 2014 - Present
Amundi Smith Breeden September 2014 - December 2014
MFS Investment Management August 2008 - August 2014
Putnam Investments January 2001 - August 2008
Pioneer Investments 1997 - 2000
Skills
Financial Advisory, Marketing, Strategy, Marketing Strategy, Marketing Communications, Integrated Marketing
Education
Johann Wolfgang Goethe-Universität Frankfurt am Main 1983 — 1985
MA, Linguistics
JWG University Frankfurt am Main 1980 — 1983
BA, Modern Languages, Psychology
David Matuszak David Matuszak's Putnam Investments Experience 1987 - 1990
Job Executive Vice President Portfolio Manager at Pathlight Investors
Industry Investment Management
Experience
Pathlight Investors July 2014 - Present
DJM Wealth Strategies, LLC January 2001 - July 2014
Putnam Investments 1987 - 1990
Education
Syracuse University 1984 — 1987
BA, Economics
Pathlight Investors July 2014 - Present
DJM Wealth Strategies, LLC January 2001 - July 2014
Putnam Investments 1987 - 1990
Education
Syracuse University 1984 — 1987
BA, Economics
Don Gross Don Gross's Putnam Investments Experience January 1991 - May 1992
Job United Nations Federal Credit Union
Industry Financial Services
Experience
UNFCU December 2014 - Present
Wakefield Advisors February 2014 - December 2014
Nationwide Financial October 2007 - August 2012
Allstate January 1999 - May 2004
KeyCorp May 1992 - June 1998
Putnam Investments January 1991 - May 1992
Edward Jones December 1988 - December 1990
Education
The University of South Dakota 1985 — 1988
Bachelor of Science (B.S.), Economics
UNFCU December 2014 - Present
Wakefield Advisors February 2014 - December 2014
Nationwide Financial October 2007 - August 2012
Allstate January 1999 - May 2004
KeyCorp May 1992 - June 1998
Putnam Investments January 1991 - May 1992
Edward Jones December 1988 - December 1990
Education
The University of South Dakota 1985 — 1988
Bachelor of Science (B.S.), Economics
Dylan Olmsted Dylan Olmsted's Putnam Investments Experience June 2007 - August 2007
Job Business and Planning Analyst II at M&T Bank
Industry Financial Services
Experience
M&T Bank July 2015 - Present
Eze Software Group September 2009 - March 2013
The Conference Board April 2008 - May 2008
Putnam Investments June 2007 - August 2007
Putnam Investments June 2006 - August 2006
Skills
Trading, Electronic Trading, Banner Finance, Electronic Trading..., Databases
Education
Western Illinois University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
BS, Finance and Marketing
M&T Bank July 2015 - Present
Eze Software Group September 2009 - March 2013
The Conference Board April 2008 - May 2008
Putnam Investments June 2007 - August 2007
Putnam Investments June 2006 - August 2006
Skills
Trading, Electronic Trading, Banner Finance, Electronic Trading..., Databases
Education
Western Illinois University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
BS, Finance and Marketing
David Galvin's Putnam Investments Experience December 2000 - March 2012
Job Director of Data Analytics & SEM at CarGurus
Industry Computer Software
Experience
CarGurus May 2012 - Present
Putnam Investments December 2000 - March 2012
University of Louisville 1997 - 1999
Skills
Java, Algorithms, Mathematics, Combinatorics, Graph Theory, Ruby on Rails, Data Science, Analysis, Awk, Trading, Data Mining, Portfolio Management, Python, Perl, Management, Data Analysis, Software Development, VBA, SQL
Education
Harvard Extension School 2011 — 2015
coursework towards MA, Computer Software Engineering, 4.0
University of Louisville 1997 — 1999
MA, Mathematics, 3.9
The University of Kansas
The University of Kansas
BS, Mathematics
CarGurus May 2012 - Present
Putnam Investments December 2000 - March 2012
University of Louisville 1997 - 1999
Skills
Java, Algorithms, Mathematics, Combinatorics, Graph Theory, Ruby on Rails, Data Science, Analysis, Awk, Trading, Data Mining, Portfolio Management, Python, Perl, Management, Data Analysis, Software Development, VBA, SQL
Education
Harvard Extension School 2011 — 2015
coursework towards MA, Computer Software Engineering, 4.0
University of Louisville 1997 — 1999
MA, Mathematics, 3.9
The University of Kansas
The University of Kansas
BS, Mathematics
Chloe Koines Chloe Koines's Putnam Investments Experience March 2015 - Present
Job Putnam Investments
Industry Public Policy
Experience
Putnam Investments March 2015 - Present
Barton Gilman LLP September 2013 - February 2015
The Law Office of David H. Farrag, P.C. May 2012 - August 2013
Trinity College Library September 2008 - May 2012
Connecticut Association for Human Services September 2011 - December 2011
Cohasset Golf Club May 2009 - August 2010
Skills
Microsoft Office, PeopleSoft, SPSS, Research, Organization, Event Planning, PowerPoint, Microsoft Excel, Public Speaking, Non-profits, Customer Service, Social Media, Data Entry, Microsoft Word, Outlook, Community Outreach, Fundraising, Leadership, Nonprofits
Education
Trinity College-Hartford 2008 — 2012
Public Policy & Law, Health Policy Analysis
Cohasset High School 2004 — 2008
Putnam Investments March 2015 - Present
Barton Gilman LLP September 2013 - February 2015
The Law Office of David H. Farrag, P.C. May 2012 - August 2013
Trinity College Library September 2008 - May 2012
Connecticut Association for Human Services September 2011 - December 2011
Cohasset Golf Club May 2009 - August 2010
Skills
Microsoft Office, PeopleSoft, SPSS, Research, Organization, Event Planning, PowerPoint, Microsoft Excel, Public Speaking, Non-profits, Customer Service, Social Media, Data Entry, Microsoft Word, Outlook, Community Outreach, Fundraising, Leadership, Nonprofits
Education
Trinity College-Hartford 2008 — 2012
Public Policy & Law, Health Policy Analysis
Cohasset High School 2004 — 2008
Adam Katz Adam Katz's Putnam Investments Experience October 2006 - April 2010
Job Director, Account Development at Windstream Communications
Industry Telecommunications
Experience
Windstream Communications March 2013 - Present
Windstream Communications April 2010 - March 2013
Putnam Investments October 2006 - April 2010
State Street October 2003 - October 2006
FMC Arenas 2000 - 2002
Skills
Salesforce.com
Education
Temple University 1998 — 2002
Bachelor of Science, Sport and Recreation Management, Business Administration
Windstream Communications March 2013 - Present
Windstream Communications April 2010 - March 2013
Putnam Investments October 2006 - April 2010
State Street October 2003 - October 2006
FMC Arenas 2000 - 2002
Skills
Salesforce.com
Education
Temple University 1998 — 2002
Bachelor of Science, Sport and Recreation Management, Business Administration
Laura Stewart Laura Stewart's Putnam Investments Experience August 2015 - Present
Job Senior Account Executive at Putnam Investments
Industry Marketing and Advertising
Experience
Putnam Investments August 2015 - Present
DigitasLBi July 2015 - August 2015
DigitasLBi March 2014 - June 2015
4A's New England January 2014 - April 2014
DigitasLBi September 2012 - March 2014
Saratoga Performing Arts Center May 2012 - August 2012
Saratoga Performing Arts Center May 2011 - August 2011
Six Flags The Great Escape May 2011 - August 2011
Skills
Advertising, Event Planning, Integrated Marketing, Events Coordination, Sponsorship Relations, Community Management, Press Releases, Public Relations, Social Media Marketing, Leadership, Facebook, Digital Marketing, Digital Strategy, Social Media, Media Planning, Marketing Communications
Education
Syracuse University
Bachelor of Science, Advertising
Putnam Investments August 2015 - Present
DigitasLBi July 2015 - August 2015
DigitasLBi March 2014 - June 2015
4A's New England January 2014 - April 2014
DigitasLBi September 2012 - March 2014
Saratoga Performing Arts Center May 2012 - August 2012
Saratoga Performing Arts Center May 2011 - August 2011
Six Flags The Great Escape May 2011 - August 2011
Skills
Advertising, Event Planning, Integrated Marketing, Events Coordination, Sponsorship Relations, Community Management, Press Releases, Public Relations, Social Media Marketing, Leadership, Facebook, Digital Marketing, Digital Strategy, Social Media, Media Planning, Marketing Communications
Education
Syracuse University
Bachelor of Science, Advertising
Max Kirschenbaum Max Kirschenbaum's Putnam Investments Experience July 2006 - August 2006
Job Director of Operations at Fundrise
Industry Real Estate
Experience
Fundrise August 2013 - Present
WestMill Capital January 2012 - Present
Popularise January 2012 - Present
Fundrise January 2012 - July 2013
Northwestern Mutual October 2011 - January 2012
Bank of America Merrill Lynch January 2011 - April 2011
Office of Congressman Patrick Kennedy July 2008 - August 2008
Putnam Investments July 2006 - August 2006
Putnam Lovell NBF July 2005 - August 2005
Skills
Investments, Portfolio Management, Equities, Microsoft Excel, Finance, Economics, Investment Banking, Creative Real Estate..., Real Estate, Real Estate Development, Localization, Crowdfunding, Alternative Investments, Securities Regulation, Securities, Securities Offerings, Series 7, Series 63, Investment Properties, Investment Management, Financial Modeling, Financial Reporting, Corporate Finance, Accounting, Compliance, Due Diligence, Market Research, Start-ups, Operations Management, Commercial Leasing, Property Management, Process Engineering, Process Management, Process Optimization, Local Economic...
Education
Vanderbilt University 2007 — 2011
Bachelor of Arts, Economics, Finance, Mathematics
The University of Queensland 2010 — 2010
Economics, Mathematics
Fundrise August 2013 - Present
WestMill Capital January 2012 - Present
Popularise January 2012 - Present
Fundrise January 2012 - July 2013
Northwestern Mutual October 2011 - January 2012
Bank of America Merrill Lynch January 2011 - April 2011
Office of Congressman Patrick Kennedy July 2008 - August 2008
Putnam Investments July 2006 - August 2006
Putnam Lovell NBF July 2005 - August 2005
Skills
Investments, Portfolio Management, Equities, Microsoft Excel, Finance, Economics, Investment Banking, Creative Real Estate..., Real Estate, Real Estate Development, Localization, Crowdfunding, Alternative Investments, Securities Regulation, Securities, Securities Offerings, Series 7, Series 63, Investment Properties, Investment Management, Financial Modeling, Financial Reporting, Corporate Finance, Accounting, Compliance, Due Diligence, Market Research, Start-ups, Operations Management, Commercial Leasing, Property Management, Process Engineering, Process Management, Process Optimization, Local Economic...
Education
Vanderbilt University 2007 — 2011
Bachelor of Arts, Economics, Finance, Mathematics
The University of Queensland 2010 — 2010
Economics, Mathematics
Susan Downing Susan Downing's Putnam Investments Experience 1994 - 2008
Job REALTOR at Century 21Annex Realty
Industry Real Estate
Experience
Century 21Annex Realty July 2010 - Present
Putnam Investments 1994 - 2008
Skills
Real Estate, Sellers, First Time Home Buyers, Real Estate Transactions, Selling, Property, Sales, Investment Properties, Buyers, Residential Homes, Short Sales, Relocation, Buyer Representation, Foreclosures, Single Family Homes
Education
Trinity University-Washington 1966 — 1970
BA, Political Science
Century 21Annex Realty July 2010 - Present
Putnam Investments 1994 - 2008
Skills
Real Estate, Sellers, First Time Home Buyers, Real Estate Transactions, Selling, Property, Sales, Investment Properties, Buyers, Residential Homes, Short Sales, Relocation, Buyer Representation, Foreclosures, Single Family Homes
Education
Trinity University-Washington 1966 — 1970
BA, Political Science
C.J. MacDonald's Putnam Investments Experience February 1990 - January 1991
Job at Westwood Management
Industry Financial Services
Experience
Westwood Management April 2008 - Present
Westwood Management April 1994 - Present
Putnam Investments February 1990 - January 1991
Education
Syracuse University 1985 — 1989
MS, Finance
Westwood Management April 2008 - Present
Westwood Management April 1994 - Present
Putnam Investments February 1990 - January 1991
Education
Syracuse University 1985 — 1989
MS, Finance
Bill Bunting Bill Bunting's Putnam Investments Experience June 2003 - September 2004
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
Fidelity Investments January 2011 - January 2014
UMB Fund Services July 2008 - December 2010
Fidelity Investments April 2005 - June 2008
Putnam Investments June 2003 - September 2004
Putnam Investments October 2001 - May 2003
Skills
Accounting, Training, Leadership, Management, Time Management, Investments, Customer Service, General Ledger, Public Speaking, Mutual Funds, Employee Training, GAAP, Process Improvement, Teamwork, Financial Statements, Risk Management, Finance, Analysis
Education
Syracuse University 1997 — 2001
Bachelor's of Science, Speech Communications
J.P. Morgan January 2014 - Present
Fidelity Investments January 2011 - January 2014
UMB Fund Services July 2008 - December 2010
Fidelity Investments April 2005 - June 2008
Putnam Investments June 2003 - September 2004
Putnam Investments October 2001 - May 2003
Skills
Accounting, Training, Leadership, Management, Time Management, Investments, Customer Service, General Ledger, Public Speaking, Mutual Funds, Employee Training, GAAP, Process Improvement, Teamwork, Financial Statements, Risk Management, Finance, Analysis
Education
Syracuse University 1997 — 2001
Bachelor's of Science, Speech Communications
Rachel Savoie, CFA Rachel Savoie, CFA's Putnam Investments Experience August 1996 - December 1997
Job Owner of Home Again Health Care, LLC & Home Again Private Care
Industry Hospital & Health Care
Experience
Home Again Health Care September 2010 - Present
Home Again Private Care 2010 - Present
Boston Private Value Investors June 2003 - March 2009
Fidelity Investments June 2002 - August 2002
Wellington Management December 1997 - April 2001
Putnam Investments August 1996 - December 1997
Skills
Financial Modeling, Equities, Investments, Business Strategy, Securities, Private Equity, Valuation, Mergers & Acquisitions, Due Diligence, Insurance, Venture Capital, Corporate Finance, Mergers, Healthcare, Financial Analysis, Asset Management, Entrepreneurship, Corporate Development, Start-ups, Strategy, Portfolio Management, Finance, Risk Management, Competitive Analysis, Strategic Planning, Management Consulting, Real Estate, Business Relationship..., Forecasting, Financial Forecasting, Sales, Marketing, Healthcare Management, Home Care, Talent Acquisition, Collaboration, Corporate Structure, Home Health Agencies, Private Duty, Private Duty Nursing
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance, Accounting
University of Pennsylvania 1992 — 1996
BA, Economics
Home Again Health Care September 2010 - Present
Home Again Private Care 2010 - Present
Boston Private Value Investors June 2003 - March 2009
Fidelity Investments June 2002 - August 2002
Wellington Management December 1997 - April 2001
Putnam Investments August 1996 - December 1997
Skills
Financial Modeling, Equities, Investments, Business Strategy, Securities, Private Equity, Valuation, Mergers & Acquisitions, Due Diligence, Insurance, Venture Capital, Corporate Finance, Mergers, Healthcare, Financial Analysis, Asset Management, Entrepreneurship, Corporate Development, Start-ups, Strategy, Portfolio Management, Finance, Risk Management, Competitive Analysis, Strategic Planning, Management Consulting, Real Estate, Business Relationship..., Forecasting, Financial Forecasting, Sales, Marketing, Healthcare Management, Home Care, Talent Acquisition, Collaboration, Corporate Structure, Home Health Agencies, Private Duty, Private Duty Nursing
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance, Accounting
University of Pennsylvania 1992 — 1996
BA, Economics
Christina Choi Christina Choi's Putnam Investments Experience March 2013 - Present
Job Human Resources Representative at Putnam Investments
Industry Financial Services
Experience
Putnam Investments March 2013 - Present
Northwestern Mutual February 2010 - March 2013
Equality California May 2009 - October 2009
Foyer Federation April 2008 - August 2008
Skills
Recruiting, Entrepreneurship, Public Relations, Internships, Interviewing Skills, Sales, Marketing, Project Management
Education
Syracuse University 2005 — 2009
B.A., Public Relations, Political Philosophy, Art History
Kaiser High School 2001 — 2005
Putnam Investments March 2013 - Present
Northwestern Mutual February 2010 - March 2013
Equality California May 2009 - October 2009
Foyer Federation April 2008 - August 2008
Skills
Recruiting, Entrepreneurship, Public Relations, Internships, Interviewing Skills, Sales, Marketing, Project Management
Education
Syracuse University 2005 — 2009
B.A., Public Relations, Political Philosophy, Art History
Kaiser High School 2001 — 2005
Raman Guglani Raman Guglani's Putnam Investments Experience 2013 - Present
Job Analyst at Putnam Investments
Industry Investment Management
Experience
Putnam Investments 2013 - Present
Wellington Management June 2012 - August 2012
Ocwen Financial Corporation April 2010 - July 2011
Ocwen Financial Corporation September 2008 - March 2010
Inductis August 2007 - August 2008
Skills
Quantitative Modeling, Predictive Analytics, Financial Modeling, Analytics, Data Analysis, SAS, Valuation, Portfolio Management, Time Series Analysis, Matlab, Analysis, Quantitative Analytics, Finance, VBA, Economics, Predictive Modeling, Investments, Bonds
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA (Honors), Analytic Finance, Economics
Thapar Institute of Engineering and Technology 2003 — 2007
BE, Electrical
Putnam Investments 2013 - Present
Wellington Management June 2012 - August 2012
Ocwen Financial Corporation April 2010 - July 2011
Ocwen Financial Corporation September 2008 - March 2010
Inductis August 2007 - August 2008
Skills
Quantitative Modeling, Predictive Analytics, Financial Modeling, Analytics, Data Analysis, SAS, Valuation, Portfolio Management, Time Series Analysis, Matlab, Analysis, Quantitative Analytics, Finance, VBA, Economics, Predictive Modeling, Investments, Bonds
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA (Honors), Analytic Finance, Economics
Thapar Institute of Engineering and Technology 2003 — 2007
BE, Electrical
Katie Green Katie Green's Putnam Investments Experience June 2007 - August 2010
Job Investments Manager for the State of Vermont
Industry Investment Management
Experience
State of Vermont February 2012 - Present
Dwight Asset Management August 2010 - February 2012
Putnam Investments June 2007 - August 2010
Putnam Investments May 2006 - August 2006
The Council of Europe October 2005 - December 2005
Skills
VBA, SQL, Microsoft Office, Structured Products, CMBS, Bloomberg, Bonds, Equities, Mutual Funds, Intex, Investments, Trading, Asset Allocation, Investment Management, Analysis, Analytics, Derivatives, Financial Risk, Asset Management, Investment Strategies, Fixed Income, Alternative Investments, Hedge Funds, Loans, Financial Modeling, Portfolio Management, Valuation
Education
Syracuse University 2003 — 2007
BA, Economics, International Relations
Spaulding High School 1999 — 2003
Mt. Mansfield Winter Academy 1999 — 2002
State of Vermont February 2012 - Present
Dwight Asset Management August 2010 - February 2012
Putnam Investments June 2007 - August 2010
Putnam Investments May 2006 - August 2006
The Council of Europe October 2005 - December 2005
Skills
VBA, SQL, Microsoft Office, Structured Products, CMBS, Bloomberg, Bonds, Equities, Mutual Funds, Intex, Investments, Trading, Asset Allocation, Investment Management, Analysis, Analytics, Derivatives, Financial Risk, Asset Management, Investment Strategies, Fixed Income, Alternative Investments, Hedge Funds, Loans, Financial Modeling, Portfolio Management, Valuation
Education
Syracuse University 2003 — 2007
BA, Economics, International Relations
Spaulding High School 1999 — 2003
Mt. Mansfield Winter Academy 1999 — 2002
Nancy Sinclair's Putnam Investments Experience October 2010 - March 2011
Job Business Systems Analyst
Industry Information Technology and Services
Experience
Tufts Health Plan – Network Health March 2015 - Present
Sabre Hospitality Solutions August 2014 - February 2015
Fidelity Investments April 2014 - August 2014
Massachusetts Health Connector April 2013 - March 2014
Fidelity Investments June 2012 - March 2013
Women's Lunch Place May 2012 - June 2012
Brown Brothers Harriman October 2011 - March 2012
Fidelity Investments May 2011 - October 2011
Putnam Investments October 2010 - March 2011
FundQuest June 2008 - July 2010
Skills
Requirements Gathering, Microsoft SQL Server, Quality Assurance, Visio, Crystal Reports, Functional..., User Acceptance Testing, Data Modeling, SQL, XML, Affordable Care Act, Business Specifications, Process Flow, Data Analysis, Healthcare Information..., Use Case Analysis, Data Mapping, Requirement..., Technical Specifications, Flow Charts, Flow Diagrams, Dependable Team Player, Concensus Builder, HIPAA, Test Cases, Test Planning, System Testing, Production Support, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Salesforce.com, HTML, VBScript, Microsoft Access, Back Office, Middle Office, Front Office, Front Office Trading..., Security Master Data, Portfolio Performance..., Full SDLC, Agile Methodolgy, OBIEE, Netezza, Analysis, Systems Analysis, Agile Methodologies, SDLC
Education
The University of Georgia 1990 — 1992
Master of Applied Mathematical Sciences, Applied Mathematics
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Science, Mathematics
Tufts Health Plan – Network Health March 2015 - Present
Sabre Hospitality Solutions August 2014 - February 2015
Fidelity Investments April 2014 - August 2014
Massachusetts Health Connector April 2013 - March 2014
Fidelity Investments June 2012 - March 2013
Women's Lunch Place May 2012 - June 2012
Brown Brothers Harriman October 2011 - March 2012
Fidelity Investments May 2011 - October 2011
Putnam Investments October 2010 - March 2011
FundQuest June 2008 - July 2010
Skills
Requirements Gathering, Microsoft SQL Server, Quality Assurance, Visio, Crystal Reports, Functional..., User Acceptance Testing, Data Modeling, SQL, XML, Affordable Care Act, Business Specifications, Process Flow, Data Analysis, Healthcare Information..., Use Case Analysis, Data Mapping, Requirement..., Technical Specifications, Flow Charts, Flow Diagrams, Dependable Team Player, Concensus Builder, HIPAA, Test Cases, Test Planning, System Testing, Production Support, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Salesforce.com, HTML, VBScript, Microsoft Access, Back Office, Middle Office, Front Office, Front Office Trading..., Security Master Data, Portfolio Performance..., Full SDLC, Agile Methodolgy, OBIEE, Netezza, Analysis, Systems Analysis, Agile Methodologies, SDLC
Education
The University of Georgia 1990 — 1992
Master of Applied Mathematical Sciences, Applied Mathematics
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Science, Mathematics
Jaime Taylor's Putnam Investments Experience November 2004 - September 2005
Job
Industry Insurance
Experience
Liberty Mutual Insurance August 2012 - Present
Peerless Insurance August 2008 - August 2012
Edward Jones April 2007 - August 2008
MFS Investment Management February 2006 - April 2007
Putnam Investments November 2004 - September 2005
Education
Thomas College 2002 — 2006
Marketing Management
Liberty Mutual Insurance August 2012 - Present
Peerless Insurance August 2008 - August 2012
Edward Jones April 2007 - August 2008
MFS Investment Management February 2006 - April 2007
Putnam Investments November 2004 - September 2005
Education
Thomas College 2002 — 2006
Marketing Management
Jennifer Newell, CFA, CAIA's Putnam Investments Experience July 1987 - June 1992
Job Managing Senior Consultant at Alan D. Biller & Associates
Industry Investment Management
Experience
ALAN BILLER AND ASSOCIATES January 2009 - Present
WELLS CAPITAL MANAGEMENT October 2003 - April 2008
NEWELL ASSOCIATES July 1992 - October 2003
PUTNAM INVESTMENTS July 1987 - June 1992
MASSACHUSETTS FINANCAL SERVICES June 1986 - June 1987
Education
London School of Economics and Political Science
Economics
Palo Alto High School
University of California, Berkeley - Walter A. Haas School of Business
MBA, Finance
Wheaton College (MA)
BA, Economics, Magna Cum Laude, Phi Beta Kappa, Dean's List
ALAN BILLER AND ASSOCIATES January 2009 - Present
WELLS CAPITAL MANAGEMENT October 2003 - April 2008
NEWELL ASSOCIATES July 1992 - October 2003
PUTNAM INVESTMENTS July 1987 - June 1992
MASSACHUSETTS FINANCAL SERVICES June 1986 - June 1987
Education
London School of Economics and Political Science
Economics
Palo Alto High School
University of California, Berkeley - Walter A. Haas School of Business
MBA, Finance
Wheaton College (MA)
BA, Economics, Magna Cum Laude, Phi Beta Kappa, Dean's List
Allison Espinosa's Putnam Investments Experience November 2003 - October 2005
Job Marketing Consultant at IMN
Industry Marketing and Advertising
Experience
IMN February 2013 - Present
Monster Worldwide May 2009 - December 2012
Monster October 2005 - May 2009
Monster Worldwide October 2005 - May 2009
Putnam Investments November 2003 - October 2005
Skills
Account Management, Cold Calling, CRM, Online Advertising, Sales, Customer Satisfaction, Customer Service, Customer Retention, Recruiting, Process Improvement, Coaching, Performance Management, Enterprise Software
Education
Syracuse University 1999 — 2003
IMN February 2013 - Present
Monster Worldwide May 2009 - December 2012
Monster October 2005 - May 2009
Monster Worldwide October 2005 - May 2009
Putnam Investments November 2003 - October 2005
Skills
Account Management, Cold Calling, CRM, Online Advertising, Sales, Customer Satisfaction, Customer Service, Customer Retention, Recruiting, Process Improvement, Coaching, Performance Management, Enterprise Software
Education
Syracuse University 1999 — 2003
Alain Hauvuy's Putnam Investments Experience February 1997 - March 2003
Job President and CEO at N.A.R.H.Inc
Industry Wine and Spirits
Experience
Wine, Beer, and More January 2002 - Present
Wellesley Information Services October 2006 - June 2008
Boston Financial Data Systems March 2003 - March 2006
Putnam Investments February 1997 - March 2003
Skills
Negotiation, Budgeting, Purchasing, Payroll, Strategic Planning, Mergers, Budgets, Sales, Leadership, Management, Business Development, Sales Operations, Business Planning, Team Building, Marketing Strategy, Account Management, Training, Strategy, New Business Development, Marketing, Sales Process, Sales Management
Education
The Citadel 1987 — 1991
BS, Business Administration
Avon High School 1983 — 1987
Wine, Beer, and More January 2002 - Present
Wellesley Information Services October 2006 - June 2008
Boston Financial Data Systems March 2003 - March 2006
Putnam Investments February 1997 - March 2003
Skills
Negotiation, Budgeting, Purchasing, Payroll, Strategic Planning, Mergers, Budgets, Sales, Leadership, Management, Business Development, Sales Operations, Business Planning, Team Building, Marketing Strategy, Account Management, Training, Strategy, New Business Development, Marketing, Sales Process, Sales Management
Education
The Citadel 1987 — 1991
BS, Business Administration
Avon High School 1983 — 1987
Arun Manoharan's Putnam Investments Experience May 1998 - September 1998
Job Analyst at US Securities and Exchange Commission
Industry Financial Services
Experience
US Securities and Exchange Commission June 2013 - Present
Turner Investments, L.P. 2012 - 2013
Stevens Capital Management LP November 2006 - November 2011
Nomura Securities 2001 - 2006
Morgan Stanley 1999 - 2001
Putnam Investments May 1998 - September 1998
Gnossos Software June 1994 - June 1997
Horizon Software 1994 - 1994
Skills
Hedge Funds, Equities, Valuation, Portfolio Management, Bloomberg, Trading Systems, Hedging, Arbitrage, Equity Trading, Electronic Trading, Trading Strategies, Statistical Arbitrage, Proprietary Trading, Trading, Options, Investments, Quant, Asset Management, Analysis, Financial Markets, Financial Analysis, Quantitative Analysis, Quantitative Finance, VBA, Mergers, Market Data, Risk, Research, Time Series Analysis, Financial Modeling, Excel, Analytics, Alternative Investments, Derivatives, Investment Management, ETFs
Education
The University of Chicago 1997 — 1999
MBA, Finance And Accounting
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Account
Washington University in St. Louis 1989 — 1993
BS, Systems Science and Engineering
CQF
Upper St. Clair High School
US Securities and Exchange Commission June 2013 - Present
Turner Investments, L.P. 2012 - 2013
Stevens Capital Management LP November 2006 - November 2011
Nomura Securities 2001 - 2006
Morgan Stanley 1999 - 2001
Putnam Investments May 1998 - September 1998
Gnossos Software June 1994 - June 1997
Horizon Software 1994 - 1994
Skills
Hedge Funds, Equities, Valuation, Portfolio Management, Bloomberg, Trading Systems, Hedging, Arbitrage, Equity Trading, Electronic Trading, Trading Strategies, Statistical Arbitrage, Proprietary Trading, Trading, Options, Investments, Quant, Asset Management, Analysis, Financial Markets, Financial Analysis, Quantitative Analysis, Quantitative Finance, VBA, Mergers, Market Data, Risk, Research, Time Series Analysis, Financial Modeling, Excel, Analytics, Alternative Investments, Derivatives, Investment Management, ETFs
Education
The University of Chicago 1997 — 1999
MBA, Finance And Accounting
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Account
Washington University in St. Louis 1989 — 1993
BS, Systems Science and Engineering
CQF
Upper St. Clair High School
Caroline Trickey, PMP's Putnam Investments Experience 1997 - 1999
Job Senior Project Manager at Carousel Industries
Industry Telecommunications
Experience
Carousel Industries September 2013 - Present
Contact Solutions May 2011 - May 2013
IVR Architect 2010 - June 2011
Self Employed Consultant 2009 - 2010
NetVersant 2007 - 2009
Teradyne 2001 - 2006
Cerida 2000 - 2001
Putnam Investments 1997 - 1999
Skills
IVR, Vendor Management, Call Center, Telecommunications, Telephony, Call Centers, Unified Communications, CTI, Wireless, Business Analysis, Cisco Technologies, Visio, VoIP, PMP, Program Management, Process Improvement, Strategy, Leadership, IP, Customer Experience, Cross-functional Team..., Integration, ACD, Managed Services, Project Management, Avaya, Change Management, Contact Centers, Professional Services, Management, Data Center, SaaS, Cloud Computing, Training
Education
The College of Wooster 1985 — 1989
Bachelor's degree, Sociology and Anthropology
Carousel Industries September 2013 - Present
Contact Solutions May 2011 - May 2013
IVR Architect 2010 - June 2011
Self Employed Consultant 2009 - 2010
NetVersant 2007 - 2009
Teradyne 2001 - 2006
Cerida 2000 - 2001
Putnam Investments 1997 - 1999
Skills
IVR, Vendor Management, Call Center, Telecommunications, Telephony, Call Centers, Unified Communications, CTI, Wireless, Business Analysis, Cisco Technologies, Visio, VoIP, PMP, Program Management, Process Improvement, Strategy, Leadership, IP, Customer Experience, Cross-functional Team..., Integration, ACD, Managed Services, Project Management, Avaya, Change Management, Contact Centers, Professional Services, Management, Data Center, SaaS, Cloud Computing, Training
Education
The College of Wooster 1985 — 1989
Bachelor's degree, Sociology and Anthropology
Diana Damyanova's Putnam Investments Experience April 2008 - July 2012
Job Associate at A.T. Kearney
Industry Management Consulting
Experience
A.T. Kearney September 2014 - Present
A.T. Kearney June 2013 - August 2013
Putnam Investments April 2008 - July 2012
CIGNA May 2007 - August 2007
Skills
Microsoft Excel, Financial Analysis, System Dynamics, Analysis, Valuation, Equities, Financial Modeling, VBA, Data Analysis, Quantitative Analytics, Economics, Derivatives, Risk Management, Investments, Hedge Funds, Corporate Finance, Capital Markets, Fixed Income, Bloomberg, Portfolio Management, Equity Research, Alternative Investments, Equity Valuation, Private Equity, Strategy
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Worcester Polytechnic Institute 2008 — 2010
M.S., System Dynamics
Worcester Polytechnic Institute 2004 — 2008
B.S., Economics
A.T. Kearney September 2014 - Present
A.T. Kearney June 2013 - August 2013
Putnam Investments April 2008 - July 2012
CIGNA May 2007 - August 2007
Skills
Microsoft Excel, Financial Analysis, System Dynamics, Analysis, Valuation, Equities, Financial Modeling, VBA, Data Analysis, Quantitative Analytics, Economics, Derivatives, Risk Management, Investments, Hedge Funds, Corporate Finance, Capital Markets, Fixed Income, Bloomberg, Portfolio Management, Equity Research, Alternative Investments, Equity Valuation, Private Equity, Strategy
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Worcester Polytechnic Institute 2008 — 2010
M.S., System Dynamics
Worcester Polytechnic Institute 2004 — 2008
B.S., Economics
Christian Eio's Putnam Investments Experience May 2013 - Present
Job Director of User Experience at Putnam Investments
Industry Internet
Experience
Putnam Investments May 2013 - Present
Ceio 2001 - Present
Avenue A Razorfish 2000 - 2001
Brodeur Partners 1998 - 2000
Park Place Inc. 1998 - 1999
Skills
Interaction Design, User Experience, User Interface Design, Information Architecture, User-centered Design, Creative Direction, Mobile Applications, HTML, CSS, JavaScript, PHP, User Experience Design, Front-end, User Interface, Experience Design, Web Design, Digital Strategy, Web Development
Education
Syracuse University 1993 — 1998
Bachelor, Architecture
Suffield Academy 1989 — 1993
Prep School
Putnam Investments May 2013 - Present
Ceio 2001 - Present
Avenue A Razorfish 2000 - 2001
Brodeur Partners 1998 - 2000
Park Place Inc. 1998 - 1999
Skills
Interaction Design, User Experience, User Interface Design, Information Architecture, User-centered Design, Creative Direction, Mobile Applications, HTML, CSS, JavaScript, PHP, User Experience Design, Front-end, User Interface, Experience Design, Web Design, Digital Strategy, Web Development
Education
Syracuse University 1993 — 1998
Bachelor, Architecture
Suffield Academy 1989 — 1993
Prep School
Christopher Blasdel's Putnam Investments Experience November 2013 - Present
Job Dynamic instructor/instructional designer
Industry Financial Services
Experience
Putnam Investments November 2013 - Present
Commonwealth Financial Network February 2008 - December 2012
Putnam Investments March 2001 - February 2008
Skills
Uniform Combined State..., Financial Services, Series 63, Mutual Funds, Series 7, Investments, Training, Retirement Planning, FINRA, Risk Management, Securities, Retirement, Relationship Management, Succession Planning, Performance Management, Captivate, Coaching, Onboarding, Employee Training, Investment Advisory, Financial Advisory, 401k, Call Centers
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
The University of Georgia 1994 — 1998
Timberlane Regional High School
Putnam Investments November 2013 - Present
Commonwealth Financial Network February 2008 - December 2012
Putnam Investments March 2001 - February 2008
Skills
Uniform Combined State..., Financial Services, Series 63, Mutual Funds, Series 7, Investments, Training, Retirement Planning, FINRA, Risk Management, Securities, Retirement, Relationship Management, Succession Planning, Performance Management, Captivate, Coaching, Onboarding, Employee Training, Investment Advisory, Financial Advisory, 401k, Call Centers
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
The University of Georgia 1994 — 1998
Timberlane Regional High School
Susie Kish Estella's Putnam Investments Experience 1997 - 1998
Job Independent Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
PARTNERS & Simons, Inc. October 1999 - April 2002
Donovan Group June 1998 - October 1999
Putnam Investments 1997 - 1998
Arnold Worldwide 1990 - 1997
Skills
Integrated Marketing, Digital Marketing, Strategic Planning, Advertising, Brand Development, Email Marketing, Direct Marketing, Online Advertising, Management
Education
Syracuse University - Martin J. Whitman School of Management 1985 — 1989
Bachelor of Science (B.S.)
Syracuse University - S.I. Newhouse School of Public Communications 1985 — 1989
Bachelor of Science (B.S.)
PARTNERS & Simons, Inc. October 1999 - April 2002
Donovan Group June 1998 - October 1999
Putnam Investments 1997 - 1998
Arnold Worldwide 1990 - 1997
Skills
Integrated Marketing, Digital Marketing, Strategic Planning, Advertising, Brand Development, Email Marketing, Direct Marketing, Online Advertising, Management
Education
Syracuse University - Martin J. Whitman School of Management 1985 — 1989
Bachelor of Science (B.S.)
Syracuse University - S.I. Newhouse School of Public Communications 1985 — 1989
Bachelor of Science (B.S.)
Kristina O'Gannon's Putnam Investments Experience 2002 - 2004
Job Vice President, Business Development Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2015 - Present
Wellington Management October 2011 - July 2015
Brooke Private Equity Associates January 2010 - October 2011
Wellington Management October 2004 - January 2010
Putnam Investments 2002 - 2004
SSgA June 1999 - April 2002
Skills
Asset Management
Education
Syracuse University 1994 — 1998
BA, International Relations, Minor in Finance
Wellington Management July 2015 - Present
Wellington Management October 2011 - July 2015
Brooke Private Equity Associates January 2010 - October 2011
Wellington Management October 2004 - January 2010
Putnam Investments 2002 - 2004
SSgA June 1999 - April 2002
Skills
Asset Management
Education
Syracuse University 1994 — 1998
BA, International Relations, Minor in Finance
Matt Krummell's Putnam Investments Experience September 1996 - September 1998
Job Portfolio Manager at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management July 2001 - Present
Pioneer Investments September 1998 - July 2001
Putnam Investments September 1996 - September 1998
Mellon Capital Management March 1991 - August 1994
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
University of California, Berkeley 1986 — 1990
BA, Economics
MFS Investment Management July 2001 - Present
Pioneer Investments September 1998 - July 2001
Putnam Investments September 1996 - September 1998
Mellon Capital Management March 1991 - August 1994
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
University of California, Berkeley 1986 — 1990
BA, Economics
Gary Horby's Putnam Investments Experience May 2005 - January 2010
Job Managing Director DC IO Specialist at John Hancock Funds
Industry Investment Management
Experience
John Hancock Investments April 2011 - Present
Milliman April 2010 - April 2011
Putnam Investments May 2005 - January 2010
ABN AMRO Asset Management 2000 - 2005
ABN AMRO Trust Services 2000 - 2005
Fidelity Investments Institutional Services Company September 1984 - February 1995
RepublicBank Dallas (Bank of America) 1980 - 1984
Skills
Sales, Management, Sales Operations, New Business Development, Sales Process, Retirement Planning, Employee Benefits, Retirement, Financial Advisory, Investment Management, Mutual Funds, Series 7, Series 63, 401k, Asset Allocation
Education
University of Michigan - Stephen M. Ross School of Business
Executive Sales Management
Texas Tech University 1975 — 1980
BBA Finance
W. T. White High School 1972 — 1975
Diploma General Studies
John Hancock Investments April 2011 - Present
Milliman April 2010 - April 2011
Putnam Investments May 2005 - January 2010
ABN AMRO Asset Management 2000 - 2005
ABN AMRO Trust Services 2000 - 2005
Fidelity Investments Institutional Services Company September 1984 - February 1995
RepublicBank Dallas (Bank of America) 1980 - 1984
Skills
Sales, Management, Sales Operations, New Business Development, Sales Process, Retirement Planning, Employee Benefits, Retirement, Financial Advisory, Investment Management, Mutual Funds, Series 7, Series 63, 401k, Asset Allocation
Education
University of Michigan - Stephen M. Ross School of Business
Executive Sales Management
Texas Tech University 1975 — 1980
BBA Finance
W. T. White High School 1972 — 1975
Diploma General Studies
Matthew Halperin,CFA's Putnam Investments Experience 1996 - 2003
Job Independent Global Risk Officer / Senior Vice President at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management October 2014 - Present
TIAA-CREF January 2005 - September 2014
Spyglass Capital July 2003 - December 2004
Putnam Investments 1996 - 2003
Allstate 1990 - 1996
Skills
Derivatives, Risk Management, Insurance, Bonds, Asset Liability..., Portfolio Management, Retirement Savings, Qualified Retirement..., 403 b, Product Lifecycle..., Mutual Funds, Alternative Investments, ALM, Fixed Income, Options, Investment Strategies, Equities, Fund Due Diligence, Life Insurance, Asset Allocation, Alternative Assets, Variable Annuities, Endowment Funds, Commodity, Private Equity, Investments
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
University of Chicago 1980 — 1984
BA, History of Science
Ransom-Everglades 1977 — 1980
MFS Investment Management October 2014 - Present
TIAA-CREF January 2005 - September 2014
Spyglass Capital July 2003 - December 2004
Putnam Investments 1996 - 2003
Allstate 1990 - 1996
Skills
Derivatives, Risk Management, Insurance, Bonds, Asset Liability..., Portfolio Management, Retirement Savings, Qualified Retirement..., 403 b, Product Lifecycle..., Mutual Funds, Alternative Investments, ALM, Fixed Income, Options, Investment Strategies, Equities, Fund Due Diligence, Life Insurance, Asset Allocation, Alternative Assets, Variable Annuities, Endowment Funds, Commodity, Private Equity, Investments
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
University of Chicago 1980 — 1984
BA, History of Science
Ransom-Everglades 1977 — 1980
Steve Curbow's Putnam Investments Experience November 2008 - December 2014
Job Partner at Castle Light Investment Management
Industry Investment Management
Experience
Castle Light Investment Management January 2015 - Present
Putnam Investments November 2008 - December 2014
Independence Investments 1999 - 2008
Putnam Investments 1996 - 1999
Shell 1986 - 1994
Skills
Equities, Hedge Funds, Equity Research, Asset Managment, Portfolio Management, Investments, Asset Management, Asset Allocation, Mutual Funds, Investment Management, Bloomberg, Strategy, Financial Analysis
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Analytical finance
University of Southern California 1982 — 1986
Bachelor of Science (BS), Petroleum Engineering
Castle Light Investment Management January 2015 - Present
Putnam Investments November 2008 - December 2014
Independence Investments 1999 - 2008
Putnam Investments 1996 - 1999
Shell 1986 - 1994
Skills
Equities, Hedge Funds, Equity Research, Asset Managment, Portfolio Management, Investments, Asset Management, Asset Allocation, Mutual Funds, Investment Management, Bloomberg, Strategy, Financial Analysis
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Analytical finance
University of Southern California 1982 — 1986
Bachelor of Science (BS), Petroleum Engineering
Tom Kurey's Putnam Investments Experience August 1997 - March 2000
Job Managing Member; Portfolio Manager at Clearwater Advisors, LLC
Industry Investment Management
Experience
Clearwater Advisors, LLC November 2011 - Present
Gardner Lewis Asset Management June 2006 - October 2011
Lincoln Capital Management/Lincoln Equity Management April 2000 - May 2006
Putnam Investments August 1997 - March 2000
EVEREN Securities 1995 - 1997
Duff & Phelps 1994 - 1995
Coopers & Lybrand 1988 - 1992
Skills
Hedge Funds, Equity Research, Alternative Investments, Equities, Asset Managment, Valuation, Investments, Bloomberg, Investment Strategies, Mutual Funds, Financial Modeling, Investment Advisory, Financial Analysis, Investment Management, Portfolio Management, Institutional..., Fixed Income, Asset Management
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance and Business Policy/Strategy
University of Wisconsin-Madison 1984 — 1988
BBA, Accounting
Clearwater Advisors, LLC November 2011 - Present
Gardner Lewis Asset Management June 2006 - October 2011
Lincoln Capital Management/Lincoln Equity Management April 2000 - May 2006
Putnam Investments August 1997 - March 2000
EVEREN Securities 1995 - 1997
Duff & Phelps 1994 - 1995
Coopers & Lybrand 1988 - 1992
Skills
Hedge Funds, Equity Research, Alternative Investments, Equities, Asset Managment, Valuation, Investments, Bloomberg, Investment Strategies, Mutual Funds, Financial Modeling, Investment Advisory, Financial Analysis, Investment Management, Portfolio Management, Institutional..., Fixed Income, Asset Management
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance and Business Policy/Strategy
University of Wisconsin-Madison 1984 — 1988
BBA, Accounting
Maura Lockwood's Putnam Investments Experience May 1992 - November 2003
Job Managing Editor at Cabot Heritage Corp.
Industry Financial Services
Experience
Cabot Heritage Corp. July 2007 - Present
HCPro, Inc. March 2006 - July 2007
Putnam Investments May 1992 - November 2003
The Beacon Companies 1986 - 1992
Skills
Email Marketing, Editing, Publishing, Strategic Planning, Photography, Video, Program Management, Content Development, Newsletters, Marketing Communications, Marketing, Brand Development, Digital Marketing, Marketing Strategy, Social Media, Direct Mail, Event Management, Management, Social Media Marketing, Blogging, Online Marketing, Press Releases, Content Strategy, Web Content
Education
The College of New Rochelle
BFA, Applied Design
Cabot Heritage Corp. July 2007 - Present
HCPro, Inc. March 2006 - July 2007
Putnam Investments May 1992 - November 2003
The Beacon Companies 1986 - 1992
Skills
Email Marketing, Editing, Publishing, Strategic Planning, Photography, Video, Program Management, Content Development, Newsletters, Marketing Communications, Marketing, Brand Development, Digital Marketing, Marketing Strategy, Social Media, Direct Mail, Event Management, Management, Social Media Marketing, Blogging, Online Marketing, Press Releases, Content Strategy, Web Content
Education
The College of New Rochelle
BFA, Applied Design
Manjit Bakshi's Putnam Investments Experience 1995 - 2002
Job VP, Associate Partner
Industry Investment Management
Experience
Wellington Management August 2004 - December 2008
TIAA-CREF 2003 - 2004
The RISConsulting Group 2002 - 2003
Putnam Investments 1995 - 2002
Fidelity Investments 1992 - 1995
Salomon Brothers 1986 - 1991
Skills
Derivatives, Fixed Income, Hedge Funds, Investment Banking, Equities, Valuation, Portfolio Management, Asset Managment, Equity Research, Investments
Education
University of Michigan 1985 — 1986
The George Washington University 1980 — 1984
bs, ee
Wellington Management August 2004 - December 2008
TIAA-CREF 2003 - 2004
The RISConsulting Group 2002 - 2003
Putnam Investments 1995 - 2002
Fidelity Investments 1992 - 1995
Salomon Brothers 1986 - 1991
Skills
Derivatives, Fixed Income, Hedge Funds, Investment Banking, Equities, Valuation, Portfolio Management, Asset Managment, Equity Research, Investments
Education
University of Michigan 1985 — 1986
The George Washington University 1980 — 1984
bs, ee
James Fetch's Putnam Investments Experience January 2013 - Present
Job CoHead of Global Asset Allocation at Putnam Investments
Industry Investment Management
Experience
Putnam Investments January 2013 - Present
Putnam Investments August 2000 - Present
Putnam Investments 1996 - 1998
Education
University of Notre Dame 1989 — 2004
BS, Mathematics
The University of Chicago Booth School of Business 1998 — 2000
MBA, Analytic Finance and Statistics
Putnam Investments January 2013 - Present
Putnam Investments August 2000 - Present
Putnam Investments 1996 - 1998
Education
University of Notre Dame 1989 — 2004
BS, Mathematics
The University of Chicago Booth School of Business 1998 — 2000
MBA, Analytic Finance and Statistics
Sherman Francis's Putnam Investments Experience April 2007 - July 2010
Job Research Associate
Industry Financial Services
Experience
Wellington Management July 2010 - Present
Putnam Investments April 2007 - July 2010
Putnam Investments May 2004 - April 2007
Skills
Bloomberg, Equities, Investments, Mutual Funds, Hedge Funds, Asset Management, Financial Modeling, Portfolio Management, Equity Research, Valuation, Capital Markets, Asset Allocation, Securities, Investment Management
Education
Trinity College-Hartford 1995 — 1999
Economics
Boston Latin Academy 1989 — 1995
Wellington Management July 2010 - Present
Putnam Investments April 2007 - July 2010
Putnam Investments May 2004 - April 2007
Skills
Bloomberg, Equities, Investments, Mutual Funds, Hedge Funds, Asset Management, Financial Modeling, Portfolio Management, Equity Research, Valuation, Capital Markets, Asset Allocation, Securities, Investment Management
Education
Trinity College-Hartford 1995 — 1999
Economics
Boston Latin Academy 1989 — 1995
Chris McLeavey's Putnam Investments Experience March 2006 - December 2007
Job Manager, Market Data Vendor Management
Industry Financial Services
Experience
Manulife Financial January 2014 - Present
State Street June 2008 - January 2014
Putnam Investments March 2006 - December 2007
The Roberts Group July 2001 - February 2006
New Horizons CLC June 1999 - January 2001
Skills
Vendor Management, Business Analysis, Market Data, Data Analysis, Trading Systems, Financial Markets, Capital Markets, Access, Financial Services, Order Management, Process Improvement, Cost Allocation, Budget Process, Contract Negotiation, Contract Management, FITS, Index data, Vendor Relationships, Middle Office, Data Management, Bloomberg, Asset Management, Equities, Management, Fixed Income
Education
Syracuse University - Martin J. Whitman School of Management 1995 — 1999
Bachelor of Science (B.S.), Supply Chain Management
Manulife Financial January 2014 - Present
State Street June 2008 - January 2014
Putnam Investments March 2006 - December 2007
The Roberts Group July 2001 - February 2006
New Horizons CLC June 1999 - January 2001
Skills
Vendor Management, Business Analysis, Market Data, Data Analysis, Trading Systems, Financial Markets, Capital Markets, Access, Financial Services, Order Management, Process Improvement, Cost Allocation, Budget Process, Contract Negotiation, Contract Management, FITS, Index data, Vendor Relationships, Middle Office, Data Management, Bloomberg, Asset Management, Equities, Management, Fixed Income
Education
Syracuse University - Martin J. Whitman School of Management 1995 — 1999
Bachelor of Science (B.S.), Supply Chain Management
Alexander Curchin's Putnam Investments Experience October 1999 - April 2000
Job Chief of Staff, Office of the Majority Leader of the Missouri House of Representatives
Industry Legal Services
Experience
Missouri House of Representatives December 2013 - Present
Missouri House of Representatives January 2015 - July 2015
Missouri Chamber of Commerce and Industry February 2013 - December 2013
Missouri House of Representatives February 2010 - February 2013
Missouri House of Representatives December 2008 - February 2010
Missouri House of Representatives October 2005 - December 2008
Sole Practioner-Alexander Curchin June 2004 - October 2005
AIG SunAmerica May 2001 - April 2002
American General April 2000 - May 2001
Putnam Investments October 1999 - April 2000
Skills
Legislative Relations, Public Policy, Legislation, Government, State Government, Policy Analysis, Politics, Political Campaigns, Policy, Litigation, Political Consulting, Economic Development, Grassroots Organizing, Legal Research, Legal Writing, Public Speaking, Non-profits, Fundraising, Civil Litigation, Commercial Litigation, Courts, Administrative Law, Nonprofits, Trials
Education
University of Missouri-Columbia 2002 — 2004
MBA, Business, Finance, Marketing
CIMBA (Consortium Institute of Management and Business Analysis) 2003 — 2003
Master of Business Administration (MBA)
University of Missouri-Columbia School of Law 1996 — 1999
Juris Doctorate, Law, Business, Economics
Trinity University 1992 — 1996
Bachelor of Arts, Economics
Missouri House of Representatives December 2013 - Present
Missouri House of Representatives January 2015 - July 2015
Missouri Chamber of Commerce and Industry February 2013 - December 2013
Missouri House of Representatives February 2010 - February 2013
Missouri House of Representatives December 2008 - February 2010
Missouri House of Representatives October 2005 - December 2008
Sole Practioner-Alexander Curchin June 2004 - October 2005
AIG SunAmerica May 2001 - April 2002
American General April 2000 - May 2001
Putnam Investments October 1999 - April 2000
Skills
Legislative Relations, Public Policy, Legislation, Government, State Government, Policy Analysis, Politics, Political Campaigns, Policy, Litigation, Political Consulting, Economic Development, Grassroots Organizing, Legal Research, Legal Writing, Public Speaking, Non-profits, Fundraising, Civil Litigation, Commercial Litigation, Courts, Administrative Law, Nonprofits, Trials
Education
University of Missouri-Columbia 2002 — 2004
MBA, Business, Finance, Marketing
CIMBA (Consortium Institute of Management and Business Analysis) 2003 — 2003
Master of Business Administration (MBA)
University of Missouri-Columbia School of Law 1996 — 1999
Juris Doctorate, Law, Business, Economics
Trinity University 1992 — 1996
Bachelor of Arts, Economics
Coleman Lannum, CFA's Putnam Investments Experience 1997 - 2004
Job Investor Relations Officer, Covidien
Industry Medical Devices
Experience
Covidien 2006 - Present
Ameriprise (formerly American Express Financial Advisors & IDS) 2005 - 2005
Putnam Investments 1997 - 2004
Mallinckrodt 1994 - 1997
Banc of America Capital Management (Boatmen's Trust Company) 1989 - 1994
Skills
Investor Relations, Financial Analysis, Equities, Healthcare, Financial Modeling, Asset Management, Portfolio Management, Securities, Strategy, Investments, Valuation, Due Diligence, Emerging Markets, Finance, Private Equity, Mergers & Acquisitions, Business Strategy, Corporate Finance, Corporate Development
Education
Texas A&M University - Mays Business School 1987 — 1988
MBA, Finance/Accounting
Washington University in St. Louis - Olin Business School 1983 — 1987
BSBA, Finance/Accounting
Covidien 2006 - Present
Ameriprise (formerly American Express Financial Advisors & IDS) 2005 - 2005
Putnam Investments 1997 - 2004
Mallinckrodt 1994 - 1997
Banc of America Capital Management (Boatmen's Trust Company) 1989 - 1994
Skills
Investor Relations, Financial Analysis, Equities, Healthcare, Financial Modeling, Asset Management, Portfolio Management, Securities, Strategy, Investments, Valuation, Due Diligence, Emerging Markets, Finance, Private Equity, Mergers & Acquisitions, Business Strategy, Corporate Finance, Corporate Development
Education
Texas A&M University - Mays Business School 1987 — 1988
MBA, Finance/Accounting
Washington University in St. Louis - Olin Business School 1983 — 1987
BSBA, Finance/Accounting
Victoria Dorsey's Putnam Investments Experience September 1999 - April 2000
Job Director of Alumni and Corporate Engagement at University of Georgia
Industry Education Management
Experience
University of Georgia August 2014 - Present
PartyLite August 2003 - Present
St. Pius X Catholic High School December 2008 - July 2014
Dimensions Education Group January 2004 - June 2009
Documentum (formerly eRoom Technology) January 2003 - August 2003
eRoom Technology May 2000 - January 2003
Putnam Investments September 1999 - April 2000
SmartRoute Systems January 1999 - June 1999
Hills Department Stores May 1987 - December 1998
Skills
Fundraising, Training & Development, Team Leadership, Program Management, Leadership, Organizational..., Instructional Design, Project Management, Public Speaking, Team Building, Strategic Planning, Customer Service, Sales, Process Improvement, Coaching, Microsoft Office, Training, Event Planning, Technical Writing, SharePoint, Marketing Strategy, Editing, Social Media, Public Relations, Social Networking, Educational Leadership, Employee Training, Marketing, Management, Staff Development, Leadership Development
Education
University of Massachusetts Boston 1997 — 2000
MEd, Adult Education/Instructional Design
The University of Georgia 1981 — 1985
BSHE, Merchandisng
St. Pius X High School
High School Diploma
University of Georgia August 2014 - Present
PartyLite August 2003 - Present
St. Pius X Catholic High School December 2008 - July 2014
Dimensions Education Group January 2004 - June 2009
Documentum (formerly eRoom Technology) January 2003 - August 2003
eRoom Technology May 2000 - January 2003
Putnam Investments September 1999 - April 2000
SmartRoute Systems January 1999 - June 1999
Hills Department Stores May 1987 - December 1998
Skills
Fundraising, Training & Development, Team Leadership, Program Management, Leadership, Organizational..., Instructional Design, Project Management, Public Speaking, Team Building, Strategic Planning, Customer Service, Sales, Process Improvement, Coaching, Microsoft Office, Training, Event Planning, Technical Writing, SharePoint, Marketing Strategy, Editing, Social Media, Public Relations, Social Networking, Educational Leadership, Employee Training, Marketing, Management, Staff Development, Leadership Development
Education
University of Massachusetts Boston 1997 — 2000
MEd, Adult Education/Instructional Design
The University of Georgia 1981 — 1985
BSHE, Merchandisng
St. Pius X High School
High School Diploma
Rebecca Glynn's Putnam Investments Experience May 2008 - September 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Aramark Uniform & Career Apparel October 2008 - April 2009
Putnam Investments May 2008 - September 2008
Putnam Investments October 2004 - September 2008
Putnam Investments October 2002 - October 2004
Putnam Investments October 1998 - October 2002
EBSCO 1997 - 1998
NECX, Inc 1996 - 1997
Tsoi/Kobus & Associates 1994 - 1996
The Boston Company 1994 - 1994
Tsoi/Kobus & Associates 1991 - 1994
Skills
Virtualization, Linux, Unix, Leadership, Process Improvement, Solaris, System Administration, Management, IT Management
Education
The Ohio State University 1985 — 1990
BS Aviation, Engineering, Aeronautical Engineering, Aviation, CIS
Aramark Uniform & Career Apparel October 2008 - April 2009
Putnam Investments May 2008 - September 2008
Putnam Investments October 2004 - September 2008
Putnam Investments October 2002 - October 2004
Putnam Investments October 1998 - October 2002
EBSCO 1997 - 1998
NECX, Inc 1996 - 1997
Tsoi/Kobus & Associates 1994 - 1996
The Boston Company 1994 - 1994
Tsoi/Kobus & Associates 1991 - 1994
Skills
Virtualization, Linux, Unix, Leadership, Process Improvement, Solaris, System Administration, Management, IT Management
Education
The Ohio State University 1985 — 1990
BS Aviation, Engineering, Aeronautical Engineering, Aviation, CIS
Jill Tsukuda-Boudreau, CFA's Putnam Investments Experience 1996 - 1997
Job Vice President, Advisory Resources Liaison at Capital Group
Industry Financial Services
Experience
Capital Group June 2012 - Present
Columbia Management January 1998 - May 2012
Putnam Investments 1996 - 1997
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Investments, Mutual Funds, Series 7
Education
Syracuse University - Martin J. Whitman School of Management 1992 — 1996
Capital Group June 2012 - Present
Columbia Management January 1998 - May 2012
Putnam Investments 1996 - 1997
Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Investments, Mutual Funds, Series 7
Education
Syracuse University - Martin J. Whitman School of Management 1992 — 1996
Dorothy Jarry's Putnam Investments Experience February 1997 - May 1998
Job Business System Architect
Industry Information Technology and Services
Experience
Westell March 2009 - Present
AWH January 2009 - April 2011
United Healthcare November 2008 - January 2009
Comsys May 2007 - October 2008
State Auto Insurance 2007 - 2008
AWH 2007 - 2008
Absolutely Virtual, Inc September 2001 - May 2007
Putnam Investments February 1997 - May 1998
Skills
Microsoft SQL Server, .NET, ASP.NET, Visual Studio, SharePoint, C#, Microsoft CRM, XML, ASP, TFS, IIS, AJAX, Windows, SQL, JavaScript, Crystal Reports, Integration, Visio, Requirements Analysis, Software Development, LINQ, SSRS, T-SQL, jQuery
Education
Towson University 1990 — 1994
BA
Westell March 2009 - Present
AWH January 2009 - April 2011
United Healthcare November 2008 - January 2009
Comsys May 2007 - October 2008
State Auto Insurance 2007 - 2008
AWH 2007 - 2008
Absolutely Virtual, Inc September 2001 - May 2007
Putnam Investments February 1997 - May 1998
Skills
Microsoft SQL Server, .NET, ASP.NET, Visual Studio, SharePoint, C#, Microsoft CRM, XML, ASP, TFS, IIS, AJAX, Windows, SQL, JavaScript, Crystal Reports, Integration, Visio, Requirements Analysis, Software Development, LINQ, SSRS, T-SQL, jQuery
Education
Towson University 1990 — 1994
BA
Kenneth D'Silva's Putnam Investments Experience October 2002 - May 2004
Job President at Opturo, Inc.
Industry Information Technology and Services
Experience
Opturo August 2008 - Present
Fidelity Investments 2004 - August 2008
Putnam Investments October 2002 - May 2004
Enron 1997 - 2002
Skills
Equities, Fixed Income, Financial Modeling, Risk Management, Performance Attribution, Financial Risk, Portfolio Management, Investment Management, Finance, Investments, Business Strategy, Analysis, Business Intelligence, Management, Hedge Funds, Asset Management, Investment Banking
Education
The University of Texas at Arlington 1996 — 1997
Masters, Information Systems and Finance
Opturo August 2008 - Present
Fidelity Investments 2004 - August 2008
Putnam Investments October 2002 - May 2004
Enron 1997 - 2002
Skills
Equities, Fixed Income, Financial Modeling, Risk Management, Performance Attribution, Financial Risk, Portfolio Management, Investment Management, Finance, Investments, Business Strategy, Analysis, Business Intelligence, Management, Hedge Funds, Asset Management, Investment Banking
Education
The University of Texas at Arlington 1996 — 1997
Masters, Information Systems and Finance
Gordon Lawrence, CFA's Putnam Investments Experience July 1999 - February 2006
Job Partner and Derivatives Strategist at Wellington Management
Industry Investment Management
Experience
Wellington Management February 2006 - Present
Putnam Investments July 1999 - February 2006
Lehman Brothers January 1993 - July 1997
Skills
Alternative Investments, Capital Markets, Derivatives, Equities, Fixed Income, Investment Management, Investments, Asset Allocation, Portfolio Management, Bloomberg, Mutual Funds
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Analytic Finance, Economics
Williams College 1988 — 1992
BA, Psychology
Wellington Management February 2006 - Present
Putnam Investments July 1999 - February 2006
Lehman Brothers January 1993 - July 1997
Skills
Alternative Investments, Capital Markets, Derivatives, Equities, Fixed Income, Investment Management, Investments, Asset Allocation, Portfolio Management, Bloomberg, Mutual Funds
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Analytic Finance, Economics
Williams College 1988 — 1992
BA, Psychology
Anthony Riccio's Putnam Investments Experience October 2007 - August 2008
Job Owner/Attorney at Law Office of Anthony R Riccio
Industry Law Practice
Experience
Law Office of Anthony R Riccio January 2015 - Present
Boyle, Shaughnessy & Campo August 2014 - October 2014
Bristol County District Attorney's Office February 2012 - August 2014
Beecher Carlson September 2011 - February 2012
Putnam Investments October 2007 - August 2008
Skills
Trials, Legal Research, Legal Writing, Westlaw, Litigation, Motions, Hearings, Negotiation, Lexis, Criminal Law, Trial Practice, Jury Trials, Securities Regulation, Securities, Criminal Justice, Legal Compliance, Legal Issues, Legal Documents, Prosecution, Oral Arguments, Document Drafting, Interrogatories, Civil Litigation, Courts, Criminal Defense
Education
Syracuse University College of Law 2008 — 2011
Doctor of Law (J.D.), Law
University of Massachusetts, Amherst 2003 — 2007
Bachelor of Arts (B.A.), English / History
Law Office of Anthony R Riccio January 2015 - Present
Boyle, Shaughnessy & Campo August 2014 - October 2014
Bristol County District Attorney's Office February 2012 - August 2014
Beecher Carlson September 2011 - February 2012
Putnam Investments October 2007 - August 2008
Skills
Trials, Legal Research, Legal Writing, Westlaw, Litigation, Motions, Hearings, Negotiation, Lexis, Criminal Law, Trial Practice, Jury Trials, Securities Regulation, Securities, Criminal Justice, Legal Compliance, Legal Issues, Legal Documents, Prosecution, Oral Arguments, Document Drafting, Interrogatories, Civil Litigation, Courts, Criminal Defense
Education
Syracuse University College of Law 2008 — 2011
Doctor of Law (J.D.), Law
University of Massachusetts, Amherst 2003 — 2007
Bachelor of Arts (B.A.), English / History
Brian Kearney's Putnam Investments Experience 1999 - 2005
Job Regional Retirement Sales at Guardian Life
Industry Financial Services
Experience
Guardian Life 2015 - Present
The Entrust Group 2012 - 2015
DailyAccess Corporation 2007 - 2011
Columbia Management 2005 - 2007
Putnam Investments 1999 - 2005
Skills
401k, Mutual Funds, Retirement, Series 7, Series 63, Series 6, Financial Advisory, Asset Management, Defined Benefit, Business Development, Investment Strategies, AIF, PPC, Self Directed IRA, Cash Balance, 403 b, TPA, Variable Annuities, Uniform Combined State..., Investment Advisory, Investments, Fixed Annuities, Wealth Management, ETFs, Pensions, series 66, Private Equity Funding, Hedge Funds, Alternative Investments, Retirement Planning
Education
The Catholic University of America 1995 — 1999
Financial Management
Guardian Life 2015 - Present
The Entrust Group 2012 - 2015
DailyAccess Corporation 2007 - 2011
Columbia Management 2005 - 2007
Putnam Investments 1999 - 2005
Skills
401k, Mutual Funds, Retirement, Series 7, Series 63, Series 6, Financial Advisory, Asset Management, Defined Benefit, Business Development, Investment Strategies, AIF, PPC, Self Directed IRA, Cash Balance, 403 b, TPA, Variable Annuities, Uniform Combined State..., Investment Advisory, Investments, Fixed Annuities, Wealth Management, ETFs, Pensions, series 66, Private Equity Funding, Hedge Funds, Alternative Investments, Retirement Planning
Education
The Catholic University of America 1995 — 1999
Financial Management
Walter Scully's Putnam Investments Experience SVPPutnam Investment Management1996 - Present
Job Senior Vice President and Equity Analyst at Putnam Investments
Industry Investment Management
Experience
Putnam Investments SVPPutnam Investment Management1996 - Present
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance and Strategy
Putnam Investments SVPPutnam Investment Management1996 - Present
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance and Strategy
Kerri Stark's Putnam Investments Experience April 1995 - October 2012
Job Enterprise Data Consultant at SSGA
Industry Financial Services
Experience
GMO August 2013 - May 2014
Putnam Investments April 1995 - October 2012
Putnam Investments 1995 - 2012
Skills
Management, SDLC, Trading Systems, Data Warehousing, Access, Financial Risk, Change Management, Program Management, IT Strategy, SaaS, Equity Research, Visio, Trading, Lotus Notes, Data Analysis, Strategic Planning, Analytics, Oracle, IT Management, Mergers & Acquisitions
Education
Syracuse University
Bachelor of Applied Science (B.A.Sc.)
winchester high school
GMO August 2013 - May 2014
Putnam Investments April 1995 - October 2012
Putnam Investments 1995 - 2012
Skills
Management, SDLC, Trading Systems, Data Warehousing, Access, Financial Risk, Change Management, Program Management, IT Strategy, SaaS, Equity Research, Visio, Trading, Lotus Notes, Data Analysis, Strategic Planning, Analytics, Oracle, IT Management, Mergers & Acquisitions
Education
Syracuse University
Bachelor of Applied Science (B.A.Sc.)
winchester high school
Laura Thomae (Perkins)'s Putnam Investments Experience July 2006 - February 2009
Job Associate Manager, Sales Planning and Operations at Wolverine Worldwide
Industry Marketing and Advertising
Experience
Wolverine Worldwide August 2014 - Present
Wolverine Worldwide April 2009 - Present
Putnam Investments July 2006 - February 2009
Knapp Schenck & Company 2005 - 2006
John Hancock 2004 - 2005
Hearthstone Realty 2000 - 2003
Skills
Outlook, Public Relations, Sales, Retail, Marketing, Microsoft Excel, Teamwork, Merchandising, Time Management, Marketing Strategy, Visual Merchandising, Inventory Management, Social Media Marketing, Market Research, Fashion
Education
Taylor University 1999 — 2004
BA, International Business
Wolverine Worldwide August 2014 - Present
Wolverine Worldwide April 2009 - Present
Putnam Investments July 2006 - February 2009
Knapp Schenck & Company 2005 - 2006
John Hancock 2004 - 2005
Hearthstone Realty 2000 - 2003
Skills
Outlook, Public Relations, Sales, Retail, Marketing, Microsoft Excel, Teamwork, Merchandising, Time Management, Marketing Strategy, Visual Merchandising, Inventory Management, Social Media Marketing, Market Research, Fashion
Education
Taylor University 1999 — 2004
BA, International Business
Kerry O'Connell's Putnam Investments Experience 1998 - 2001
Job VP, Business Support and Change Management at Bank of America
Industry Financial Services
Experience
Bank of America March 2004 - Present
Putnam Investments 1998 - 2001
Scudder Investments 1984 - 1997
Education
Trinity University-Washington
Bachelor's degree, Psychology
Bank of America March 2004 - Present
Putnam Investments 1998 - 2001
Scudder Investments 1984 - 1997
Education
Trinity University-Washington
Bachelor's degree, Psychology
Kevin Sullivan, CFA, CAIA's Putnam Investments Experience 1994 - 2004
Job Vice President at BNY Mellon Investment Management
Industry Investment Management
Experience
BNY Mellon Investment Management September 2013 - Present
State Street Global Advisors August 2004 - August 2013
Putnam Investments 1994 - 2004
The Travelers 1985 - 1989
The Travelers 1985 - 1989
The Travelers 1985 - 1989
The Travelers 1985 - 1989
Skills
Alternative Investments, Hedge Funds, Strategic Financial..., Mutual Funds, Fixed Income, Series 63, Investments, Equities, Retirement Planning, Asset Allocation, Asset Management, Portfolio Management, Series 7, Investment Management, Bloomberg, Retirement
Education
Trinity College-Hartford 1979 — 1983
BA
BNY Mellon Investment Management September 2013 - Present
State Street Global Advisors August 2004 - August 2013
Putnam Investments 1994 - 2004
The Travelers 1985 - 1989
The Travelers 1985 - 1989
The Travelers 1985 - 1989
The Travelers 1985 - 1989
Skills
Alternative Investments, Hedge Funds, Strategic Financial..., Mutual Funds, Fixed Income, Series 63, Investments, Equities, Retirement Planning, Asset Allocation, Asset Management, Portfolio Management, Series 7, Investment Management, Bloomberg, Retirement
Education
Trinity College-Hartford 1979 — 1983
BA
Keith VanOrden's Putnam Investments Experience 1995 - 1998
Job Managing Director, BlackRock
Industry Financial Services
Experience
BlackRock September 2010 - Present
Delaware Investments August 2004 - August 2010
Delaware Investments, a member of the Macquarie Group August 2004 - August 2010
Lincoln Financial Distributors August 2004 - August 2010
Fidelity Investments August 1998 - August 2004
Putnam Investments 1995 - 1998
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, ETFs, Wealth Management, Investments, Asset Managment, Securities, Hedge Funds, Retirement Planning, Fixed Income, Investment Advisory, Portfolio Management, Asset Management, Financial Services, Retirement, Relationship Management, Investment Strategies
Education
University of Rochester - Simon Business School 2001 — 2004
MBA, Marketing
Syracuse University 1991 — 1995
BA, Psychology
New Hampton School 1989 — 1991
BlackRock September 2010 - Present
Delaware Investments August 2004 - August 2010
Delaware Investments, a member of the Macquarie Group August 2004 - August 2010
Lincoln Financial Distributors August 2004 - August 2010
Fidelity Investments August 1998 - August 2004
Putnam Investments 1995 - 1998
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, ETFs, Wealth Management, Investments, Asset Managment, Securities, Hedge Funds, Retirement Planning, Fixed Income, Investment Advisory, Portfolio Management, Asset Management, Financial Services, Retirement, Relationship Management, Investment Strategies
Education
University of Rochester - Simon Business School 2001 — 2004
MBA, Marketing
Syracuse University 1991 — 1995
BA, Psychology
New Hampton School 1989 — 1991
Philip Andrew Sjogren's Putnam Investments Experience May 2010 - Present
Job Sr. Marketing Information Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments May 2010 - Present
Putnam Investments January 2008 - June 2010
Mittleman Brothers LLC March 2007 - October 2007
Skills
Equities, Alternative Investments, Mutual Funds, Investments, Securities, Asset Allocation, Hedge Funds, Capital Markets, Asset Managment, Investment Strategies, Financial Services
Education
Trinity College-Hartford 2002 — 2006
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Putnam Investments May 2010 - Present
Putnam Investments January 2008 - June 2010
Mittleman Brothers LLC March 2007 - October 2007
Skills
Equities, Alternative Investments, Mutual Funds, Investments, Securities, Asset Allocation, Hedge Funds, Capital Markets, Asset Managment, Investment Strategies, Financial Services
Education
Trinity College-Hartford 2002 — 2006
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Brennan Jones, CFA's Putnam Investments Experience August 2012 - October 2014
Job Equity Research Associate at Aureus Asset Management
Industry Financial Services
Experience
Aureus Asset Management November 2014 - Present
Putnam Investments August 2012 - October 2014
Commonwealth Financial Network September 2010 - August 2012
Merrill Lynch & Co July 2008 - August 2008
Education
University of Massachusetts 2005 — 2009
Bachelor of Science (BS), Major in Finance, Minor in IT
The University of Queensland 2008 — 2008
Study Abroad
Aureus Asset Management November 2014 - Present
Putnam Investments August 2012 - October 2014
Commonwealth Financial Network September 2010 - August 2012
Merrill Lynch & Co July 2008 - August 2008
Education
University of Massachusetts 2005 — 2009
Bachelor of Science (BS), Major in Finance, Minor in IT
The University of Queensland 2008 — 2008
Study Abroad
Jennifer Leichter's Putnam Investments Experience April 1999 - March 2001
Job Financial Services Professional
Industry Financial Services
Experience
Vermont home 2001 - 2012
Putnam Investments April 1999 - March 2001
Education
New York University - Leonard N. Stern School of Business 1984 — 1987
Business
Swarthmore College 1979 — 1983
BA (Honors), Economics major, History & Political Science minors
Vermont home 2001 - 2012
Putnam Investments April 1999 - March 2001
Education
New York University - Leonard N. Stern School of Business 1984 — 1987
Business
Swarthmore College 1979 — 1983
BA (Honors), Economics major, History & Political Science minors
Pauline Ju, CFA's Putnam Investments Experience 2002 - 2002
Job Director of Quantitative Strategies
Industry Investment Management
Experience
Sentinel Asset Management November 2013 - Present
Shanghai Yikang Investment Management, Ltd October 2012 - October 2013
JT Capital Management September 2010 - July 2012
State Street Global Advisors June 2008 - September 2010
MFS Investment Management June 2003 - June 2008
Putnam Investments 2002 - 2002
Skills
Equities, Hedge Funds, Bloomberg, Portfolio Optimization, Derivatives, Alternative Investments, Equity Research, Investment Strategies, Tactical Asset..., Asset Managment, Global Macro, Emerging Markets, Asset Allocation, Valuation, Portfolio Management, Asset Management, Financial Modeling, Investments
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA, Analytic Finance, Accounting, International Business, Economics
University of Notre Dame 1998 — 2001
Master of Science (M.S.), Political Economy
Sentinel Asset Management November 2013 - Present
Shanghai Yikang Investment Management, Ltd October 2012 - October 2013
JT Capital Management September 2010 - July 2012
State Street Global Advisors June 2008 - September 2010
MFS Investment Management June 2003 - June 2008
Putnam Investments 2002 - 2002
Skills
Equities, Hedge Funds, Bloomberg, Portfolio Optimization, Derivatives, Alternative Investments, Equity Research, Investment Strategies, Tactical Asset..., Asset Managment, Global Macro, Emerging Markets, Asset Allocation, Valuation, Portfolio Management, Asset Management, Financial Modeling, Investments
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA, Analytic Finance, Accounting, International Business, Economics
University of Notre Dame 1998 — 2001
Master of Science (M.S.), Political Economy
Vikram Dhindsa's Putnam Investments Experience 2008 - 2009
Job Research Analyst at Axel Johnson Inc.
Industry Financial Services
Experience
Los Alamos National Laboratory 2015 - 2015
Axel Johnson Inc. 2010 - 2014
Putnam Investments 2008 - 2009
Viathon Capital 2007 - 2007
Eli Lilly and Company 2006 - 2006
NYSE Euronext 2005 - 2005
Wharton Business School 2005 - 2005
Skills
Financial Modeling, Investments, Corporate Finance, High Yield, Fixed Income Analysis, Portfolio Management, Strategy, Research, Due Diligence, Data Analysis, Bloomberg, Equities, Financial Analysis, Valuation, Private Equity, Finance, Management
Education
The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania 2004 — 2008
B.A., Philosophy, Politics and Economics
University of Oxford 2006 — 2007
Philosophy, Politics and Economics
Park Tudor 2000 — 2004
Los Alamos National Laboratory 2015 - 2015
Axel Johnson Inc. 2010 - 2014
Putnam Investments 2008 - 2009
Viathon Capital 2007 - 2007
Eli Lilly and Company 2006 - 2006
NYSE Euronext 2005 - 2005
Wharton Business School 2005 - 2005
Skills
Financial Modeling, Investments, Corporate Finance, High Yield, Fixed Income Analysis, Portfolio Management, Strategy, Research, Due Diligence, Data Analysis, Bloomberg, Equities, Financial Analysis, Valuation, Private Equity, Finance, Management
Education
The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania 2004 — 2008
B.A., Philosophy, Politics and Economics
University of Oxford 2006 — 2007
Philosophy, Politics and Economics
Park Tudor 2000 — 2004
Stacy Koehler, CPA, CIA's Putnam Investments Experience July 2001 - October 2003
Job Director, Internal Audit at Princeton University
Industry Higher Education
Experience
Princeton University May 2013 - Present
Mohegan Sun October 2008 - April 2013
Mohegan Sun October 2007 - October 2008
Ernst & Young January 2006 - October 2007
Ernst & Young October 2003 - January 2006
Putnam Investments July 2001 - October 2003
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley Act, Auditing, Financial Reporting, Accounting, Financial Analysis, Process Improvement, Budgets, Microsoft Excel, Analysis, Data Analysis, Financial Accounting, Strategic Planning, Microsoft Office, Project Management, Casino, Enterprise Risk..., Team Building
Education
The University of Connecticut School of Business 2007 — 2008
MS, Accounting
Wellesley College 1997 — 2001
BA, Economics & Psychology
Princeton University May 2013 - Present
Mohegan Sun October 2008 - April 2013
Mohegan Sun October 2007 - October 2008
Ernst & Young January 2006 - October 2007
Ernst & Young October 2003 - January 2006
Putnam Investments July 2001 - October 2003
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley Act, Auditing, Financial Reporting, Accounting, Financial Analysis, Process Improvement, Budgets, Microsoft Excel, Analysis, Data Analysis, Financial Accounting, Strategic Planning, Microsoft Office, Project Management, Casino, Enterprise Risk..., Team Building
Education
The University of Connecticut School of Business 2007 — 2008
MS, Accounting
Wellesley College 1997 — 2001
BA, Economics & Psychology
Marcos Bonfante's Putnam Investments Experience September 2010 - July 2011
Job Sr. Retirement Consultant at Empower Retirement
Industry Investment Management
Experience
Empower Retirement July 2015 - Present
EMPOWER Retirement March 2015 - June 2015
EMPOWER Retirement August 2014 - February 2015
Great-West Financial September 2013 - July 2014
Great-West Financial July 2011 - September 2013
Putnam Investments September 2010 - July 2011
Skills
FINRA Series 6, FINRA Series 63, Series 6, Mutual Funds, Financial Services, 401k, Securities, Investments, Retirement Planning, Retirement, IRAs, Series 7, Series 63, FINRA, Wealth Management, Alternative Investments, Fixed Income, Asset Allocation, Strategic Financial..., Relationship Management, Life Insurance, Fixed Annuities, Variable Annuities, Defined Contribution
Education
Texas A&M University-Commerce 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Salem State University 2007 — 2010
B.S. Business Administration, International Business
Empower Retirement July 2015 - Present
EMPOWER Retirement March 2015 - June 2015
EMPOWER Retirement August 2014 - February 2015
Great-West Financial September 2013 - July 2014
Great-West Financial July 2011 - September 2013
Putnam Investments September 2010 - July 2011
Skills
FINRA Series 6, FINRA Series 63, Series 6, Mutual Funds, Financial Services, 401k, Securities, Investments, Retirement Planning, Retirement, IRAs, Series 7, Series 63, FINRA, Wealth Management, Alternative Investments, Fixed Income, Asset Allocation, Strategic Financial..., Relationship Management, Life Insurance, Fixed Annuities, Variable Annuities, Defined Contribution
Education
Texas A&M University-Commerce 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Salem State University 2007 — 2010
B.S. Business Administration, International Business
Corey Stein's Putnam Investments Experience July 2008 - Present
Job Sr. Product Support Administrator at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2008 - Present
Putnam Investments June 2007 - July 2008
Putnam Investments February 2007 - June 2007
Skills
New Business Development, Customer Relations, RFP, Contract Negotiations, Financial Markets, Customer Service, Mutual Funds, Investments, Salesforce.com, Team Building
Education
University of Massachusetts, Amherst 2010 — 2013
Master of Business Administration (M.B.A.)
The University of Dallas 2002 — 2006
Bachelor of Arts (B.A.), Economics and Finance
Putnam Investments July 2008 - Present
Putnam Investments June 2007 - July 2008
Putnam Investments February 2007 - June 2007
Skills
New Business Development, Customer Relations, RFP, Contract Negotiations, Financial Markets, Customer Service, Mutual Funds, Investments, Salesforce.com, Team Building
Education
University of Massachusetts, Amherst 2010 — 2013
Master of Business Administration (M.B.A.)
The University of Dallas 2002 — 2006
Bachelor of Arts (B.A.), Economics and Finance
Jaclyn Caraviello's Putnam Investments Experience January 2005 - December 2007
Job
Industry
Experience
Whittier Street Health Center January 2010 - February 2010
Putnam Investments January 2005 - December 2007
Preventive Medicine June 2004 - December 2004
TGI Friday's January 2004 - June 2004
Skills
•Ability to organize,..., •Self-sufficient,..., •Good use of judgment..., •Strong verbal and..., Microsoft Office, Word..., Windows, internet, and...
Education
The Salter School-Malden Campus 2009 — 2010
Health Claims Certificate, Medical Billing & Coding
Middesex Community College 2002 — 2003
Human Services, General
Whittier Street Health Center January 2010 - February 2010
Putnam Investments January 2005 - December 2007
Preventive Medicine June 2004 - December 2004
TGI Friday's January 2004 - June 2004
Skills
•Ability to organize,..., •Self-sufficient,..., •Good use of judgment..., •Strong verbal and..., Microsoft Office, Word..., Windows, internet, and...
Education
The Salter School-Malden Campus 2009 — 2010
Health Claims Certificate, Medical Billing & Coding
Middesex Community College 2002 — 2003
Human Services, General
Michelle Repp's Putnam Investments Experience 1988 - March 2003
Job Business Strategy Consultant
Industry Management Consulting
Experience
MLR Consulting 2012 - Present
Hollis Social Library 2006 - 2013
Putnam Investments 1988 - March 2003
Skills
Certified Financial..., Mutual Funds, Investments
Education
Syracuse University
BA and BS, Advertising and Marketing
MLR Consulting 2012 - Present
Hollis Social Library 2006 - 2013
Putnam Investments 1988 - March 2003
Skills
Certified Financial..., Mutual Funds, Investments
Education
Syracuse University
BA and BS, Advertising and Marketing
james pappas's Putnam Investments Experience 2004 - Present
Job Director at Putnam Investments
Industry Financial Services
Experience
Putnam Investments 2004 - Present
UAM Funds 1998 - 2001
UAM Investment Services 1995 - 2001
CS First Boston Investment Management Corporation 1993 - 1995
Equitable Capital Management Corporation 1986 - 1992
Shearman & Sterling LLP 1978 - 1985
Education
Syracuse University College of Law 1975 — 1978
Doctor of Law (JD)
University of Massachusetts, Amherst 1971 — 1975
Bachelor of Arts (B.A.), Political Science and Government
Putnam Investments 2004 - Present
UAM Funds 1998 - 2001
UAM Investment Services 1995 - 2001
CS First Boston Investment Management Corporation 1993 - 1995
Equitable Capital Management Corporation 1986 - 1992
Shearman & Sterling LLP 1978 - 1985
Education
Syracuse University College of Law 1975 — 1978
Doctor of Law (JD)
University of Massachusetts, Amherst 1971 — 1975
Bachelor of Arts (B.A.), Political Science and Government