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.,
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Putnam Investments Employees
Employee
Years
Job
Industry
Lauren Eilberg Lauren Eilberg's Putnam Investments Experience August 2007 - March 2011
Job Senior Relationship Manager, Strategic Business Development at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2014 - Present
Cerulli Associates March 2011 - Present
Putnam Investments August 2007 - March 2011
Skills
Sales, Sales Presentations, Relationship Management, Salesforce.com, Marketing Strategy, Marketing, Account Management, Market Research, Mutual Funds, Investments, Finance, Time Management, Financial Services, Series 63, Asset Management, Alternative Investments, Series 7, Wealth Management, Asset Allocation, Fixed Income, Portfolio Management, Hedge Funds, Financial Markets, Investment Management, Microsoft Office, Project Management, Bloomberg, 401k, Equities
Education
Needham High School
Union College
B.A., Economics
Charles Schwab October 2014 - Present
Cerulli Associates March 2011 - Present
Putnam Investments August 2007 - March 2011
Skills
Sales, Sales Presentations, Relationship Management, Salesforce.com, Marketing Strategy, Marketing, Account Management, Market Research, Mutual Funds, Investments, Finance, Time Management, Financial Services, Series 63, Asset Management, Alternative Investments, Series 7, Wealth Management, Asset Allocation, Fixed Income, Portfolio Management, Hedge Funds, Financial Markets, Investment Management, Microsoft Office, Project Management, Bloomberg, 401k, Equities
Education
Needham High School
Union College
B.A., Economics
Dan Phipps Dan Phipps's Putnam Investments Experience January 1997 - December 2002
Job Investment Operations Professional
Industry Investment Management
Experience
Self-employed Investment Operations Consultant 2013 - Present
F-Squared Investments February 2013 - August 2013
Knott Asset Management (formerly Vedette Asset Management) July 2009 - February 2013
Sonar Capital Management April 2008 - February 2009
Morgan Stanley Investment Management June 2006 - May 2007
Oxhead Capital Management LLC June 2003 - May 2007
Putnam Investments January 1997 - December 2002
Skills
Hedge Funds, Equities, Capital Markets, Bloomberg, Equity Trading, Alternative Investments, Trading Systems, GIPS, Electronic Trading, Separately Managed..., Buy-side, Prime Brokerage, Foreign Exchange, Investment Operations, Global Operations, International Equities, Advent Axys, APX, Excel, SEC compliance, Compliance, Acquisition Integration, Advent, Client Service, Best Execution, Vendor Management, Counterparty Risk
Education
The University of Connecticut
B.A.
Marian High School
Self-employed Investment Operations Consultant 2013 - Present
F-Squared Investments February 2013 - August 2013
Knott Asset Management (formerly Vedette Asset Management) July 2009 - February 2013
Sonar Capital Management April 2008 - February 2009
Morgan Stanley Investment Management June 2006 - May 2007
Oxhead Capital Management LLC June 2003 - May 2007
Putnam Investments January 1997 - December 2002
Skills
Hedge Funds, Equities, Capital Markets, Bloomberg, Equity Trading, Alternative Investments, Trading Systems, GIPS, Electronic Trading, Separately Managed..., Buy-side, Prime Brokerage, Foreign Exchange, Investment Operations, Global Operations, International Equities, Advent Axys, APX, Excel, SEC compliance, Compliance, Acquisition Integration, Advent, Client Service, Best Execution, Vendor Management, Counterparty Risk
Education
The University of Connecticut
B.A.
Marian High School
Deepti Patel Deepti Patel's Putnam Investments Experience June 2014 - Present
Job Senior Consultant at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2014 - Present
Exari Systems May 2013 - January 2014
Fidelity Investments June 2012 - October 2012
State Street Bank February 2008 - August 2012
Putnam Investments January 2006 - December 2007
Wellington Management May 2004 - May 2006
Fidelity Investments August 1997 - October 2002
Southern Company 1994 - 1997
Skills
Business Analysis, SDLC, Software Project..., Fixed Income, Derivatives, Agile Methodologies, Vendor Management, Financial Services, Equities, Project Management, Databases, Data Analysis, SQL, Requirements Analysis, Requirements Gathering
Education
University of Florida
BS, Computer Science
Putnam Investments June 2014 - Present
Exari Systems May 2013 - January 2014
Fidelity Investments June 2012 - October 2012
State Street Bank February 2008 - August 2012
Putnam Investments January 2006 - December 2007
Wellington Management May 2004 - May 2006
Fidelity Investments August 1997 - October 2002
Southern Company 1994 - 1997
Skills
Business Analysis, SDLC, Software Project..., Fixed Income, Derivatives, Agile Methodologies, Vendor Management, Financial Services, Equities, Project Management, Databases, Data Analysis, SQL, Requirements Analysis, Requirements Gathering
Education
University of Florida
BS, Computer Science
Sandra Boyle Sandra Boyle's Putnam Investments Experience December 2003 - March 2005
Job Executive Assistant
Industry Financial Services
Experience
Diane Romanowski Interior Designs August 2014 - Present
Compliance Management International November 2011 - August 2012
Putnam Investments December 2003 - March 2005
Maidenform 2002 - 2003
Continental Airlines November 1996 - March 2002
Continental Airlines January 1996 - January 2002
Education
University of Florida 1989 — 1993
BS, Health Science Education
Diane Romanowski Interior Designs August 2014 - Present
Compliance Management International November 2011 - August 2012
Putnam Investments December 2003 - March 2005
Maidenform 2002 - 2003
Continental Airlines November 1996 - March 2002
Continental Airlines January 1996 - January 2002
Education
University of Florida 1989 — 1993
BS, Health Science Education
Matthew Steed Matthew Steed's Putnam Investments Experience October 2003 - March 2006
Job Foreign Service Officer at U.S. Department of State
Industry International Affairs
Experience
U.S. Department of State October 2009 - Present
Lockheed Martin Space Systems Company March 2006 - October 2009
Putnam Investments October 2003 - March 2006
Skills
Economics, International, Climate Change, Aerospace, Investments, Energy Policy, Energy Efficiency, Diplomacy, Crisis Management, Policy Analysis, Program Management, International Relations, Foreign Policy, Policy, Foreign Affairs, International...
Education
Tufts University 1999 — 2003
Bachelor of Arts (BA), Economics
U.S. Department of State October 2009 - Present
Lockheed Martin Space Systems Company March 2006 - October 2009
Putnam Investments October 2003 - March 2006
Skills
Economics, International, Climate Change, Aerospace, Investments, Energy Policy, Energy Efficiency, Diplomacy, Crisis Management, Policy Analysis, Program Management, International Relations, Foreign Policy, Policy, Foreign Affairs, International...
Education
Tufts University 1999 — 2003
Bachelor of Arts (BA), Economics
Dana Kelman's Putnam Investments Experience August 1994 - September 1996
Job CFO / Entreprenuer at Growth and Startup Companies
Industry Executive Office
Experience
The Medical Group of South Florida / Abacoa Physical Medicine & Orthopedics November 2014 - Present
Fenway Xperience - Fenway Group November 2013 - Present
Blessue LLC September 2008 - Present
Centego Marketing January 2004 - September 2008
Bear Stearns October 2002 - December 2002
Morgan Stanley - MSCI June 2002 - August 2002
Segue Software September 1998 - August 2001
Endless Video - Blockbuster September 1996 - September 1998
Putnam Investments August 1994 - September 1996
Skills
Financial Analysis, Budgeting, Forecasting, Accounting, Financial Modeling, Excel, Start-ups, Negotiation, Financial Reporting, Pricing, Word, Contract Negotiation, Process Improvement, Corporate Finance, Analysis, Planning, Business Analysis, SOX, Microsoft Office, Internal Controls, PowerPoint, Business Intelligence, Competitive Analysis, Microsoft Excel, Budgets, Project Planning, Business Planning, Mergers & Acquisitions, Finance
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance
University of Melbourne - Melbourne Business School
MBA - Finance
University of Florida 1990 — 1994
BS Bus Admin, Finance
Stoughton High 1986 — 1990
HS Diploma
The Medical Group of South Florida / Abacoa Physical Medicine & Orthopedics November 2014 - Present
Fenway Xperience - Fenway Group November 2013 - Present
Blessue LLC September 2008 - Present
Centego Marketing January 2004 - September 2008
Bear Stearns October 2002 - December 2002
Morgan Stanley - MSCI June 2002 - August 2002
Segue Software September 1998 - August 2001
Endless Video - Blockbuster September 1996 - September 1998
Putnam Investments August 1994 - September 1996
Skills
Financial Analysis, Budgeting, Forecasting, Accounting, Financial Modeling, Excel, Start-ups, Negotiation, Financial Reporting, Pricing, Word, Contract Negotiation, Process Improvement, Corporate Finance, Analysis, Planning, Business Analysis, SOX, Microsoft Office, Internal Controls, PowerPoint, Business Intelligence, Competitive Analysis, Microsoft Excel, Budgets, Project Planning, Business Planning, Mergers & Acquisitions, Finance
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance
University of Melbourne - Melbourne Business School
MBA - Finance
University of Florida 1990 — 1994
BS Bus Admin, Finance
Stoughton High 1986 — 1990
HS Diploma
Alexandre Bibi Alexandre Bibi's Putnam Investments Experience June 2007 - August 2007
Job Credit Research MBA Intern at Western Asset Management
Industry Capital Markets
Experience
Western Asset Management June 2015 - Present
Thomson Reuters Financial & Risk October 2013 - May 2014
Thomson Reuters Financial & Risk January 2012 - October 2013
Thomson Reuters Financial & Risk January 2011 - January 2012
Trinity College - Hartford September 2009 - December 2009
State Street Global Markets June 2009 - August 2009
Putnam Investments June 2007 - August 2007
Gottex Fund Management June 2005 - August 2005
Skills
Economics, Bloomberg Terminal, Fixed Income Analysis, Microsoft Excel, Financial Economics, Salesforce.com, Credit Derivatives, Econometric Modeling, Financial Statements, Sales Presentations, Mortgage Banking, Exotic Derivatives, Interest Rate Swaps, Reuters 3000, Fixed Income Technology, Problem Solving, Financial Markets, Java, Financial Calculations, Neuroscience, Statistical Software, Valuation, Trading, Portfolio Performance...
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Trinity College, Hartford CT 2006 — 2010
Bachelor of Arts, Economics
Western Asset Management June 2015 - Present
Thomson Reuters Financial & Risk October 2013 - May 2014
Thomson Reuters Financial & Risk January 2012 - October 2013
Thomson Reuters Financial & Risk January 2011 - January 2012
Trinity College - Hartford September 2009 - December 2009
State Street Global Markets June 2009 - August 2009
Putnam Investments June 2007 - August 2007
Gottex Fund Management June 2005 - August 2005
Skills
Economics, Bloomberg Terminal, Fixed Income Analysis, Microsoft Excel, Financial Economics, Salesforce.com, Credit Derivatives, Econometric Modeling, Financial Statements, Sales Presentations, Mortgage Banking, Exotic Derivatives, Interest Rate Swaps, Reuters 3000, Fixed Income Technology, Problem Solving, Financial Markets, Java, Financial Calculations, Neuroscience, Statistical Software, Valuation, Trading, Portfolio Performance...
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Trinity College, Hartford CT 2006 — 2010
Bachelor of Arts, Economics
Lori Salvati Lori Salvati's Putnam Investments Experience April 2005 - March 2014
Job Solutions Consultant at BRG
Industry Commercial Real Estate
Experience
BRG March 2014 - Present
Putnam Investments April 2005 - March 2014
Putnam Investments October 2003 - April 2005
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
University of Delaware 1997 — 2001
BFA, Visual Communications
BRG March 2014 - Present
Putnam Investments April 2005 - March 2014
Putnam Investments October 2003 - April 2005
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
University of Delaware 1997 — 2001
BFA, Visual Communications
Brandon Dewji Brandon Dewji's Putnam Investments Experience June 2012 - August 2012
Job Credit Research Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs June 2014 - Present
Aurora Investment Managers, LLC February 2008 - April 2014
York Finance Club December 2011 - December 2013
CPP Investment Board April 2013 - August 2013
Investors of Tomorrow May 2012 - May 2013
Putnam Investments June 2012 - August 2012
York Finance Club January 2011 - January 2012
Fidelity Investments June 2011 - August 2011
Taco Bell May 2007 - February 2008
Skills
Bloomberg, Equity Research, Valuation, Economics, Microsoft Excel, Financial Modeling, Microsoft Word, Financial Services, Basic VBA & VB.net, Business Development, Lotus Notes, Capital IQ, FactSet, Grammar & Syntax, Microsoft PowerPoint, Microsoft Outlook
Education
York University - Schulich School of Business 2010 — 2014
Bachelor of Business Administration with Honours, Finance, Accounting & Economics
University of Economics in Prague 2012 — 2012
Sharon High School 2006 — 2010
Goldman Sachs June 2014 - Present
Aurora Investment Managers, LLC February 2008 - April 2014
York Finance Club December 2011 - December 2013
CPP Investment Board April 2013 - August 2013
Investors of Tomorrow May 2012 - May 2013
Putnam Investments June 2012 - August 2012
York Finance Club January 2011 - January 2012
Fidelity Investments June 2011 - August 2011
Taco Bell May 2007 - February 2008
Skills
Bloomberg, Equity Research, Valuation, Economics, Microsoft Excel, Financial Modeling, Microsoft Word, Financial Services, Basic VBA & VB.net, Business Development, Lotus Notes, Capital IQ, FactSet, Grammar & Syntax, Microsoft PowerPoint, Microsoft Outlook
Education
York University - Schulich School of Business 2010 — 2014
Bachelor of Business Administration with Honours, Finance, Accounting & Economics
University of Economics in Prague 2012 — 2012
Sharon High School 2006 — 2010
Ari Ramasubban Ari Ramasubban's Putnam Investments Experience May 2011 - July 2011
Job Information Management Business System Analyst, Adobe
Industry Information Technology and Services
Experience
Adobe May 2014 - February 2015
BI/BW/DW Project Management - at a major International IT Corporation March 2006 - November 2013
Kohl's Department Stores September 2012 - August 2013
Ericsson April 2012 - August 2012
Cardinal Health September 2011 - February 2012
Putnam Investments May 2011 - July 2011
FPL November 2010 - March 2011
Apple Inc. March 2010 - October 2010
Nike February 2007 - March 2010
Cardindal Health 2006 - 2006
Skills
Business Process, Business Intelligence, SAP, Requirements Analysis, Integration, Visio, Business Analysis, Data Warehousing, SAP R/3, Testing, Business Objects, Databases, CRM, SAP BI, ABAP, Data Migration, Software Project..., SAP ERP
Education
University California Berkeley - Extension 2001 — 2002
Certification (1 year program), Business Intelligence and Datawarehousing
University of Bridgeport 1989 — 1991
MBA, Finance
Institute of Chartered Accountants of India
Chartered Accountant, - Accounting, Auditing, Management Accounting, Operation Research, Mathematics, Statistics, Corp Law
University of Madras
Bachelor's Degree, Science - Chemistry, Mathematics and Physics
Adobe May 2014 - February 2015
BI/BW/DW Project Management - at a major International IT Corporation March 2006 - November 2013
Kohl's Department Stores September 2012 - August 2013
Ericsson April 2012 - August 2012
Cardinal Health September 2011 - February 2012
Putnam Investments May 2011 - July 2011
FPL November 2010 - March 2011
Apple Inc. March 2010 - October 2010
Nike February 2007 - March 2010
Cardindal Health 2006 - 2006
Skills
Business Process, Business Intelligence, SAP, Requirements Analysis, Integration, Visio, Business Analysis, Data Warehousing, SAP R/3, Testing, Business Objects, Databases, CRM, SAP BI, ABAP, Data Migration, Software Project..., SAP ERP
Education
University California Berkeley - Extension 2001 — 2002
Certification (1 year program), Business Intelligence and Datawarehousing
University of Bridgeport 1989 — 1991
MBA, Finance
Institute of Chartered Accountants of India
Chartered Accountant, - Accounting, Auditing, Management Accounting, Operation Research, Mathematics, Statistics, Corp Law
University of Madras
Bachelor's Degree, Science - Chemistry, Mathematics and Physics
Adelaide Kattman Adelaide Kattman's Putnam Investments Experience August 2013 - February 2014
Job Research Associate at Vulcan Value Partners
Industry Financial Services
Experience
Vulcan Value Partners March 2014 - Present
Putnam Investments August 2013 - February 2014
Jewish Community Center of the North Shore June 2007 - July 2012
Jewish Community Center of the North Shore September 2007 - June 2009
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Investment Management, Communications Audits, Financial Derivatives, Financial Markets, Economics, Algorithms, Programming Languages, Binary, 401k, Defined Contribution, Customer Service, Retirement Planning, Retirement Plan...
Education
University of Alabama 2009 — 2013
Bachelor of Science (BS), Finance, Computer Tech and Applications
Marblehead High School 2005 — 2009
High School
Vulcan Value Partners March 2014 - Present
Putnam Investments August 2013 - February 2014
Jewish Community Center of the North Shore June 2007 - July 2012
Jewish Community Center of the North Shore September 2007 - June 2009
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Investment Management, Communications Audits, Financial Derivatives, Financial Markets, Economics, Algorithms, Programming Languages, Binary, 401k, Defined Contribution, Customer Service, Retirement Planning, Retirement Plan...
Education
University of Alabama 2009 — 2013
Bachelor of Science (BS), Finance, Computer Tech and Applications
Marblehead High School 2005 — 2009
High School
Hannah Barnard's Putnam Investments Experience December 2012 - April 2014
Job Easterly Capital
Industry Investment Management
Experience
Easterly Capital April 2014 - Present
Putnam Investments December 2012 - April 2014
Rue La La October 2012 - November 2012
Town of Dennis Beach Department May 2009 - September 2012
Howard Schaffer Media Marketing January 2012 - May 2012
Skills
CPR Certified, First Aid, Microsoft Office, PowerPoint, Word, Excel, Customer Relations, Social Media, Media Relations, Public Relations, Problem Solving, Social Media..., Web Development, Teamwork, Social Networking, Microsoft Word, Microsoft Excel, Digital Marketing, Editing, Data Entry, Customer Service
Education
State University of New York at Albany 2008 — 2012
Bachelor of Arts (B.A.), Communications Major
Universita Cattolica del Sacro Cuore 2011 — 2011
Study Abroad
Watertown High School 2004 — 2008
Easterly Capital April 2014 - Present
Putnam Investments December 2012 - April 2014
Rue La La October 2012 - November 2012
Town of Dennis Beach Department May 2009 - September 2012
Howard Schaffer Media Marketing January 2012 - May 2012
Skills
CPR Certified, First Aid, Microsoft Office, PowerPoint, Word, Excel, Customer Relations, Social Media, Media Relations, Public Relations, Problem Solving, Social Media..., Web Development, Teamwork, Social Networking, Microsoft Word, Microsoft Excel, Digital Marketing, Editing, Data Entry, Customer Service
Education
State University of New York at Albany 2008 — 2012
Bachelor of Arts (B.A.), Communications Major
Universita Cattolica del Sacro Cuore 2011 — 2011
Study Abroad
Watertown High School 2004 — 2008
Jonathan McGee, CFA, CIPM Jonathan McGee, CFA, CIPM's Putnam Investments Experience December 2010 - Present
Job SVP/Senior Manager, Investment Performance & Client Reporting at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 2010 - Present
State Street Corporation July 2007 - December 2010
Investors Bank & Trust July 2006 - July 2007
State Street December 2005 - July 2006
State Street March 2003 - December 2005
State Street February 2001 - March 2003
State Street February 2000 - February 2001
State Street January 1999 - February 2000
State Street January 1998 - January 1999
Skills
Performance Measurement, Fixed Income, Equities, Portfolio Management, Analytics, Performance Attribution, Mutual Funds, Leadership, GIPS Compliance, CRM, Strategic Planning, Strategy, Analysis, Business Analysis, Alternative Investments, Hedge Funds, Market Data, Asset Management
Education
University of California, Berkeley, Haas School of Business 2013 — 2013
Executive Education
University of Massachusetts, Amherst 1992 — 1997
Bachelor of Science (B.Sc.)
Putnam Investments December 2010 - Present
State Street Corporation July 2007 - December 2010
Investors Bank & Trust July 2006 - July 2007
State Street December 2005 - July 2006
State Street March 2003 - December 2005
State Street February 2001 - March 2003
State Street February 2000 - February 2001
State Street January 1999 - February 2000
State Street January 1998 - January 1999
Skills
Performance Measurement, Fixed Income, Equities, Portfolio Management, Analytics, Performance Attribution, Mutual Funds, Leadership, GIPS Compliance, CRM, Strategic Planning, Strategy, Analysis, Business Analysis, Alternative Investments, Hedge Funds, Market Data, Asset Management
Education
University of California, Berkeley, Haas School of Business 2013 — 2013
Executive Education
University of Massachusetts, Amherst 1992 — 1997
Bachelor of Science (B.Sc.)
Eugene Hsieh Eugene Hsieh's Putnam Investments Experience June 2011 - March 2013
Job Investment Consultant at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management April 2013 - Present
Putnam Investments June 2011 - March 2013
Putnam Investments January 2011 - June 2011
Move Collective LLC June 2010 - August 2010
GNC November 2007 - December 2008
Vector Marketing May 2007 - August 2007
Skills
Series 7, Series 6, Series 63, Mutual Funds, 401k, Equities, Fixed Income, Investments, Consultative Selling, Sales Presentations, Salesforce.com, Morningstar, Microsoft Office, Strategy
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Arts, Economics, Marketing
Tufts University 2009 — 2009
Summer Program, Economics
Natixis Global Asset Management April 2013 - Present
Putnam Investments June 2011 - March 2013
Putnam Investments January 2011 - June 2011
Move Collective LLC June 2010 - August 2010
GNC November 2007 - December 2008
Vector Marketing May 2007 - August 2007
Skills
Series 7, Series 6, Series 63, Mutual Funds, 401k, Equities, Fixed Income, Investments, Consultative Selling, Sales Presentations, Salesforce.com, Morningstar, Microsoft Office, Strategy
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Arts, Economics, Marketing
Tufts University 2009 — 2009
Summer Program, Economics
Joseph Cosentino, AIF® Joseph Cosentino, AIF®'s Putnam Investments Experience April 2006 - February 2009
Job Vice President at CAPTRUST Financial Advisors
Industry Financial Services
Experience
CAPTRUST Financial Advisors February 2012 - Present
The Newport Group February 2010 - January 2012
RSA June 2009 - December 2009
Putnam Investments April 2006 - February 2009
Putnam Investments May 1995 - April 2006
United States Air Force 1987 - 1990
Skills
401k, Defined Benefit, Retirement, Retirement Plan..., Financial Services, Qualified Retirement..., Asset Allocation, Pensions, Investment Advisory, 403 b, Non-Qualified Deferred..., Investments, Retirement Planning, Mutual Funds, ERISA, Relationship Management, Risk Management, Fiduciary Services, Mergers & Acquisitions, Vendor Management
Education
University of Connecticut 1990 — 1993
BA, Political Science/Economics
Norwich Free Academy
CAPTRUST Financial Advisors February 2012 - Present
The Newport Group February 2010 - January 2012
RSA June 2009 - December 2009
Putnam Investments April 2006 - February 2009
Putnam Investments May 1995 - April 2006
United States Air Force 1987 - 1990
Skills
401k, Defined Benefit, Retirement, Retirement Plan..., Financial Services, Qualified Retirement..., Asset Allocation, Pensions, Investment Advisory, 403 b, Non-Qualified Deferred..., Investments, Retirement Planning, Mutual Funds, ERISA, Relationship Management, Risk Management, Fiduciary Services, Mergers & Acquisitions, Vendor Management
Education
University of Connecticut 1990 — 1993
BA, Political Science/Economics
Norwich Free Academy
Sydney Cushing's Putnam Investments Experience October 2014 - Present
Job Regional Marketing Associate Internal Wholesaler
Industry Financial Services
Experience
Putnam Investments October 2014 - Present
Putnam Investments June 2014 - October 2014
French American Chamber of Commerce New England May 2013 - October 2013
International Economic Alliance (IEA) May 2012 - September 2012
Office of Congressman James P. McGovern September 2009 - July 2011
Immigration Law Office of Randy Feldman May 2010 - August 2010
Skills
Salesforce.com, Constant Contact, French, Social Media, Social Media Marketing, Event Planning, Facebook, PowerPoint, Microsoft Office, Social Networking, Event Management, Microsoft Excel, Data Analysis, Research, Google Analytics, Public Speaking, Leadership, Microsoft Word, Customer Service, Product Knowledge
Education
Tufts University 2011 — 2014
Bachelor of Arts (B.A.), International Relations, Concentration in International Economic Development, 2014
Worcester Academy 2004 — 2010
Putnam Investments October 2014 - Present
Putnam Investments June 2014 - October 2014
French American Chamber of Commerce New England May 2013 - October 2013
International Economic Alliance (IEA) May 2012 - September 2012
Office of Congressman James P. McGovern September 2009 - July 2011
Immigration Law Office of Randy Feldman May 2010 - August 2010
Skills
Salesforce.com, Constant Contact, French, Social Media, Social Media Marketing, Event Planning, Facebook, PowerPoint, Microsoft Office, Social Networking, Event Management, Microsoft Excel, Data Analysis, Research, Google Analytics, Public Speaking, Leadership, Microsoft Word, Customer Service, Product Knowledge
Education
Tufts University 2011 — 2014
Bachelor of Arts (B.A.), International Relations, Concentration in International Economic Development, 2014
Worcester Academy 2004 — 2010
Jason Hefter's Putnam Investments Experience June 2015 - Present
Job Dealer Market Service Representative at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2015 - Present
RBC Global Asset Management May 2014 - August 2014
Blue Hen Investment Club September 2013 - May 2014
Cafe gelato January 2013 - January 2014
Camp Avoda June 2013 - August 2013
Skills
Microsoft Excel, Time Management, Access, Public Speaking, Research, Big Brother, Knowledge Sharing, Morningstar Direct, Series 6, Series 63, Leadership, Teamwork
Education
University of Delaware 2011 — 2015
Putnam Investments June 2015 - Present
RBC Global Asset Management May 2014 - August 2014
Blue Hen Investment Club September 2013 - May 2014
Cafe gelato January 2013 - January 2014
Camp Avoda June 2013 - August 2013
Skills
Microsoft Excel, Time Management, Access, Public Speaking, Research, Big Brother, Knowledge Sharing, Morningstar Direct, Series 6, Series 63, Leadership, Teamwork
Education
University of Delaware 2011 — 2015
Katy C. Young's Putnam Investments Experience September 2002 - March 2004
Job Alternative Investments Financial Consultant
Industry Venture Capital & Private Equity
Experience
Private Equity Firm October 2009 - Present
Venture Capital Firm August 2009 - November 2011
Venture Capital Firm June 2008 - May 2009
Champlain Capital Management September 2004 - March 2008
Putnam Investments September 2002 - March 2004
Lazard Asset Management June 2001 - August 2001
ARCO - BP/Amoco 1998 - 2000
Deloitte & Touche August 1996 - July 1998
Price Waterhouse September 1994 - August 1996
Skills
Private Equity, Financial Analysis, Venture Capital, Financial Modeling, Accounting, Portfolio Management, Mergers & Acquisitions, Due Diligence, Valuation, Alternative Assets, Asset Allocation, Emerging Markets, Equity Research, Start-ups, Investments, Finance, Fixed Income, Asset Management, Executive Management, Investment Strategies, Financial Services, Investment Management, Strategy, Equity Valuation, Bloomberg, Mutual Funds, Investor Relations, Investment Banking, Capital Markets, Equities, Securities, Acquisition Integration, Alternative Investments, Entrepreneurship, Analysis, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
University of California, Los Angeles 1990 — 1994
BA, History
Private Equity Firm October 2009 - Present
Venture Capital Firm August 2009 - November 2011
Venture Capital Firm June 2008 - May 2009
Champlain Capital Management September 2004 - March 2008
Putnam Investments September 2002 - March 2004
Lazard Asset Management June 2001 - August 2001
ARCO - BP/Amoco 1998 - 2000
Deloitte & Touche August 1996 - July 1998
Price Waterhouse September 1994 - August 1996
Skills
Private Equity, Financial Analysis, Venture Capital, Financial Modeling, Accounting, Portfolio Management, Mergers & Acquisitions, Due Diligence, Valuation, Alternative Assets, Asset Allocation, Emerging Markets, Equity Research, Start-ups, Investments, Finance, Fixed Income, Asset Management, Executive Management, Investment Strategies, Financial Services, Investment Management, Strategy, Equity Valuation, Bloomberg, Mutual Funds, Investor Relations, Investment Banking, Capital Markets, Equities, Securities, Acquisition Integration, Alternative Investments, Entrepreneurship, Analysis, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
University of California, Los Angeles 1990 — 1994
BA, History
Chandra Davis Chandra Davis's Putnam Investments Experience September 1996 - February 2009
Job Culinary
Industry Restaurants
Experience
Winchester, ABC September 2011 - Present
Putnam Investments September 1996 - February 2009
Education
Le Cordon Bleu 2009 — 2010
AS, Culinary
Tuskegee University
BS, Biology
Winchester, ABC September 2011 - Present
Putnam Investments September 1996 - February 2009
Education
Le Cordon Bleu 2009 — 2010
AS, Culinary
Tuskegee University
BS, Biology
Michael Stefaniak Michael Stefaniak's Putnam Investments Experience July 2009 - June 2011
Job Senior Software Engineer at ChoiceStream
Industry Information Technology and Services
Experience
ChoiceStream June 2011 - Present
Putnam Investments July 2009 - June 2011
Integrated Design Group Inc June 2008 - August 2008
Skills
Python, Java, JavaScript, Django, Linux, XML, MySQL, HTML, Windows, CSS, PHP
Education
Tufts University 2005 — 2009
Mechanical Engineering
Xaverian Brothers High School 2001 — 2005
ChoiceStream June 2011 - Present
Putnam Investments July 2009 - June 2011
Integrated Design Group Inc June 2008 - August 2008
Skills
Python, Java, JavaScript, Django, Linux, XML, MySQL, HTML, Windows, CSS, PHP
Education
Tufts University 2005 — 2009
Mechanical Engineering
Xaverian Brothers High School 2001 — 2005
Cheryl Lamphere Cheryl Lamphere's Putnam Investments Experience 1997 - 2001
Job Senior Business Analyst, Louisiana Pacific Corporation
Industry Marketing and Advertising
Experience
Louisiana Pacific Corporation August 2012 - Present
Custom Living Inc. January 2004 - June 2012
Putnam Investments 1997 - 2001
U.S. Army 1992 - 1997
Education
United States Military Academy at West Point 1988 — 1992
Louisiana Pacific Corporation August 2012 - Present
Custom Living Inc. January 2004 - June 2012
Putnam Investments 1997 - 2001
U.S. Army 1992 - 1997
Education
United States Military Academy at West Point 1988 — 1992
JD Kuchinski Jr. JD Kuchinski Jr.'s Putnam Investments Experience December 1996 - December 2000
Job Director, FP&A at MobileIron
Industry Information Technology and Services
Experience
MobileIron March 2015 - Present
Financial Engines April 2014 - March 2015
Financial Engines April 2011 - March 2014
Financial Engines July 2008 - March 2011
GE Commercial Finance May 2007 - August 2007
Fidelity Investments 2005 - 2006
Bel Air Investment Advisers 2002 - 2003
American Financial Network February 2001 - March 2002
Putnam Investments December 1996 - December 2000
Skills
Financial Analysis, Accounting, Financial Planning, Strategic Planning, Investments, Portfolio Management, Finance, Financial Modeling, Corporate Finance, Forecasting, Risk Management, Process Improvement, Financial Reporting, Valuation, Analysis, Financial Services, Business Process..., Strategy, Business Strategy, Business Analysis, Asset Management, Start-ups, Budgets, Data Analysis, Competitive Analysis, Strategic Financial...
Education
University of Notre Dame - Mendoza College of Business 2006 — 2008
MBA
United States Military Academy at West Point 1992 — 1996
St. John's Preparatory School 1988 — 1992
MobileIron March 2015 - Present
Financial Engines April 2014 - March 2015
Financial Engines April 2011 - March 2014
Financial Engines July 2008 - March 2011
GE Commercial Finance May 2007 - August 2007
Fidelity Investments 2005 - 2006
Bel Air Investment Advisers 2002 - 2003
American Financial Network February 2001 - March 2002
Putnam Investments December 1996 - December 2000
Skills
Financial Analysis, Accounting, Financial Planning, Strategic Planning, Investments, Portfolio Management, Finance, Financial Modeling, Corporate Finance, Forecasting, Risk Management, Process Improvement, Financial Reporting, Valuation, Analysis, Financial Services, Business Process..., Strategy, Business Strategy, Business Analysis, Asset Management, Start-ups, Budgets, Data Analysis, Competitive Analysis, Strategic Financial...
Education
University of Notre Dame - Mendoza College of Business 2006 — 2008
MBA
United States Military Academy at West Point 1992 — 1996
St. John's Preparatory School 1988 — 1992
Iris (Tanner) Zinck Iris (Tanner) Zinck's Putnam Investments Experience November 1986 - August 2007
Job Resource Strategist
Industry Consumer Services
Experience
Self-employed November 1986 - Present
Ameriprise Financial July 2008 - September 2011
Putnam Investments November 1986 - August 2007
Education
Tufts University 1973 — 1977
Self-employed November 1986 - Present
Ameriprise Financial July 2008 - September 2011
Putnam Investments November 1986 - August 2007
Education
Tufts University 1973 — 1977
Donald Hill Donald Hill's Putnam Investments Experience 1994 - 2004
Job Treasurer FWP
Industry Investment Management
Experience
FWP 2006 - Present
BNY Mellon 2012 - 2014
Dwight Asset Management 2007 - 2012
Babson Capital Management 2004 - 2007
Putnam Investments 1994 - 2004
First Boston Corporation 1992 - 1994
Chancellor Capital Management/CitiCorp Investment Management 1986 - 1992
Skills
Investments, Asset Allocation, Fixed Income, Asset Management, Equity, Alternative Investments
Education
The University of Connecticut
BA, Political Science - Political Survey Research/Political Behaviorism
FWP 2006 - Present
BNY Mellon 2012 - 2014
Dwight Asset Management 2007 - 2012
Babson Capital Management 2004 - 2007
Putnam Investments 1994 - 2004
First Boston Corporation 1992 - 1994
Chancellor Capital Management/CitiCorp Investment Management 1986 - 1992
Skills
Investments, Asset Allocation, Fixed Income, Asset Management, Equity, Alternative Investments
Education
The University of Connecticut
BA, Political Science - Political Survey Research/Political Behaviorism
Matt Perry's Putnam Investments Experience June 2011 - May 2012
Job Account Executive at Akamai Technologies
Industry Computer Software
Experience
Akamai Technologies June 2014 - Present
VMTurbo June 2013 - May 2014
VMTurbo June 2012 - May 2013
Putnam Investments June 2011 - May 2012
Skills
Sales, Strategic Sourcing, Cold Calling, Salesforce.com, Virtualization, Long-term Customer..., Customer Service, Mutual Funds, Real Estate, Business Development, Start-ups
Education
University of Massachusetts at Lowell 2008 — 2012
Bachelor of Science in Business Administration; Criminal Justice
Universitat Autònoma de Barcelona 2010 — 2010
Spanish, International Economics, & Poitical Science
Andover High School 2004 — 2008
High School Diploma
Akamai Technologies June 2014 - Present
VMTurbo June 2013 - May 2014
VMTurbo June 2012 - May 2013
Putnam Investments June 2011 - May 2012
Skills
Sales, Strategic Sourcing, Cold Calling, Salesforce.com, Virtualization, Long-term Customer..., Customer Service, Mutual Funds, Real Estate, Business Development, Start-ups
Education
University of Massachusetts at Lowell 2008 — 2012
Bachelor of Science in Business Administration; Criminal Justice
Universitat Autònoma de Barcelona 2010 — 2010
Spanish, International Economics, & Poitical Science
Andover High School 2004 — 2008
High School Diploma
Ron Mintz, CFA's Putnam Investments Experience 1999 - 2001
Job Principal and Senior Credit Analyst at Vanguard
Industry Financial Services
Experience
Vanguard October 2002 - Present
Putnam Investments 1999 - 2001
Stone & Youngberg 1994 - 1999
Xerox 1983 - 1985
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
UCLA 1977 — 1982
BA, Political Science
Université de Bordeaux III 1979 — 1980
Certificat, Sciences politiques, Langues étrangères
Vanguard October 2002 - Present
Putnam Investments 1999 - 2001
Stone & Youngberg 1994 - 1999
Xerox 1983 - 1985
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
UCLA 1977 — 1982
BA, Political Science
Université de Bordeaux III 1979 — 1980
Certificat, Sciences politiques, Langues étrangères
Adam Klimek Adam Klimek's Putnam Investments Experience 2002 - 2003
Job at C&W
Industry Real Estate
Experience
Cushman & Wakefield April 2015 - Present
Cushman & Wakefield November 2012 - Present
Cushman & Wakefield September 2003 - November 2012
Putnam Investments 2002 - 2003
Skills
Brokerage, Real Estate, Corporate Real Estate, Investment Properties, Real Estate Transactions
Education
The University of Connecticut 1999 — 2002
Bachelor of Science (BS), Finance, General
Simsbury High School 1993 — 1997
Cushman & Wakefield April 2015 - Present
Cushman & Wakefield November 2012 - Present
Cushman & Wakefield September 2003 - November 2012
Putnam Investments 2002 - 2003
Skills
Brokerage, Real Estate, Corporate Real Estate, Investment Properties, Real Estate Transactions
Education
The University of Connecticut 1999 — 2002
Bachelor of Science (BS), Finance, General
Simsbury High School 1993 — 1997
Chris Steward's Putnam Investments Experience 1997 - 2000
Job Advisory Board at Lazarus House Ministries, Inc.
Industry Financial Services
Experience
Lazarus House Ministries, Inc. October 2011 - Present
Fidelity Investments May 2006 - Present
Pyramis Global Advisors 2006 - Present
Pyramis Global Advisors, a Fidelity Investments Company 2006 - Present
Wellington Management 2000 - 2006
Putnam Investments 1997 - 2000
Zurich Scudder Investments May 1992 - August 1997
Federal Reserve Bank of New York 1987 - 1991
Education
University of Cambridge 1982 — 1984
MA, Economics
Vassar College 1977 — 1981
BA, Eonomics
Roper City and Country 1966 — 1977
High School Diploma
Lazarus House Ministries, Inc. October 2011 - Present
Fidelity Investments May 2006 - Present
Pyramis Global Advisors 2006 - Present
Pyramis Global Advisors, a Fidelity Investments Company 2006 - Present
Wellington Management 2000 - 2006
Putnam Investments 1997 - 2000
Zurich Scudder Investments May 1992 - August 1997
Federal Reserve Bank of New York 1987 - 1991
Education
University of Cambridge 1982 — 1984
MA, Economics
Vassar College 1977 — 1981
BA, Eonomics
Roper City and Country 1966 — 1977
High School Diploma
Seth Navin Seth Navin's Putnam Investments Experience June 2015 - Present
Job Tufts University Alum c/o '15 starting my career in financial services.
Industry Financial Services
Experience
Putnam Investments June 2015 - Present
The First Tee May 2010 - September 2014
Skills
Econometrics, Economics, Sports, Writing, Microsoft Excel, Philosophy, Social Media, Organization, Microsoft Word, Schedules, Multi Tasking, Sabermetrics, Ethics, Game Theory, Cooperative, Independent Thinking, Communication, Team Leadership, Customer Service
Education
Tufts University 2011 — 2015
Bachelor's degree, Economics
Tufts University 2011 — 2015
Bachelor's degree, Philosophy
Willam Nottingham High School 2007 — 2011
Class of 2011 Valedictorian
Putnam Investments June 2015 - Present
The First Tee May 2010 - September 2014
Skills
Econometrics, Economics, Sports, Writing, Microsoft Excel, Philosophy, Social Media, Organization, Microsoft Word, Schedules, Multi Tasking, Sabermetrics, Ethics, Game Theory, Cooperative, Independent Thinking, Communication, Team Leadership, Customer Service
Education
Tufts University 2011 — 2015
Bachelor's degree, Economics
Tufts University 2011 — 2015
Bachelor's degree, Philosophy
Willam Nottingham High School 2007 — 2011
Class of 2011 Valedictorian
Valerie Bonaldo Valerie Bonaldo's Putnam Investments Experience November 1997 - August 1998
Job Senior Marketing Manager
Industry Marketing and Advertising
Experience
AML Systems March 2014 - July 2015
Bose Corporation September 2002 - June 2006
Bose Corporation August 1999 - September 2002
Bose Corporation August 1998 - August 1999
Putnam Investments November 1997 - August 1998
SUISSA MILLER ADVERTISING December 1996 - September 1997
Ketchum Advertising September 1995 - December 1996
Ketchum Advertising December 1994 - September 1995
Ketchum Advertising August 1993 - December 1994
Palko Advertising September 1991 - August 1993
Skills
Market Research, Competitive Analysis, Marketing, Advertising, Market Planning, Corporate Communications, Direct Mail, Budgets, Strategy, Management, Pricing, Customer Satisfaction, Marketing Strategy, Cross-functional Team..., Brand Management, Marketing Communications, Product Marketing, Public Relations
Education
University of California, Los Angeles 1996 — 1997
Certificate, Marketing
University of California, Los Angeles 1996 — 1997
Certificate, Advertising
University of California, Los Angeles 1985 — 1988
Bachelor of Arts, History
AML Systems March 2014 - July 2015
Bose Corporation September 2002 - June 2006
Bose Corporation August 1999 - September 2002
Bose Corporation August 1998 - August 1999
Putnam Investments November 1997 - August 1998
SUISSA MILLER ADVERTISING December 1996 - September 1997
Ketchum Advertising September 1995 - December 1996
Ketchum Advertising December 1994 - September 1995
Ketchum Advertising August 1993 - December 1994
Palko Advertising September 1991 - August 1993
Skills
Market Research, Competitive Analysis, Marketing, Advertising, Market Planning, Corporate Communications, Direct Mail, Budgets, Strategy, Management, Pricing, Customer Satisfaction, Marketing Strategy, Cross-functional Team..., Brand Management, Marketing Communications, Product Marketing, Public Relations
Education
University of California, Los Angeles 1996 — 1997
Certificate, Marketing
University of California, Los Angeles 1996 — 1997
Certificate, Advertising
University of California, Los Angeles 1985 — 1988
Bachelor of Arts, History
Beth Taylor Beth Taylor's Putnam Investments Experience 2014 - Present
Job
Industry Marketing and Advertising
Experience
Putnam Investments 2014 - Present
Digitas 2000 - 2013
Bose 1994 - 2000
Hill Holliday 1986 - 1993
Skills
Digital Media, Relationship Management, Team Leadership, Analytics, Marketing Strategy, Digital Strategy, Integrated Marketing, Media Planning, Interactive Marketing, Digital Marketing, Media Buying, Market Research, Direct Response, Media Strategy, SEM, Mobile Advertising, Online Advertising, Direct Marketing, Advertising, Social Media Marketing, Email Marketing, Customer Insight, Multi-channel Marketing, Interactive Advertising, Marketing Research, Web Analytics, Marketing
Education
Hanover High School (Hanover, NH)
Tufts University
Bachelor of Arts (B.A.), Political Science/UEP
Putnam Investments 2014 - Present
Digitas 2000 - 2013
Bose 1994 - 2000
Hill Holliday 1986 - 1993
Skills
Digital Media, Relationship Management, Team Leadership, Analytics, Marketing Strategy, Digital Strategy, Integrated Marketing, Media Planning, Interactive Marketing, Digital Marketing, Media Buying, Market Research, Direct Response, Media Strategy, SEM, Mobile Advertising, Online Advertising, Direct Marketing, Advertising, Social Media Marketing, Email Marketing, Customer Insight, Multi-channel Marketing, Interactive Advertising, Marketing Research, Web Analytics, Marketing
Education
Hanover High School (Hanover, NH)
Tufts University
Bachelor of Arts (B.A.), Political Science/UEP
Debasish Ghosh-Dastidar's Putnam Investments Experience January 2001 - December 2004
Job Benefit service representative at Mercer
Industry Human Resources
Experience
Mercer January 2005 - Present
Putnam Investments January 2001 - December 2004
BankBoston January 1999 - December 2001
Skills
Defined Contribution, Benefits Administration, Pensions, Defined Benefit, Health & Welfare..., Employee Benefits, Series 7, Series 63, Series 6, Customer Service, Sales, 401k, Financial Services, Investments, Call Centers, Retirement, Human Resources, Microsoft Office, Insurance, Microsoft Excel, Training
Education
University of Calcutta 1995 — 1997
bachelors of commerce, business
Calcutta University 1985 — 1987
Bachelor in commercer, Business/Commerce, General
Mercer January 2005 - Present
Putnam Investments January 2001 - December 2004
BankBoston January 1999 - December 2001
Skills
Defined Contribution, Benefits Administration, Pensions, Defined Benefit, Health & Welfare..., Employee Benefits, Series 7, Series 63, Series 6, Customer Service, Sales, 401k, Financial Services, Investments, Call Centers, Retirement, Human Resources, Microsoft Office, Insurance, Microsoft Excel, Training
Education
University of Calcutta 1995 — 1997
bachelors of commerce, business
Calcutta University 1985 — 1987
Bachelor in commercer, Business/Commerce, General
Anna Gross's Putnam Investments Experience June 2015 - September 2015
Job Student at Tulane University
Industry Marketing and Advertising
Experience
Putnam Investments June 2015 - September 2015
Big Brothers Big Sisters of Massachusetts Bay May 2014 - November 2014
Successful Channels, Inc. May 2014 - September 2014
Skills
Microsoft Office, Social Networking, Facebook, Marketing, Social Media Marketing
Education
Tulane University 2012 — 2016
Bachelor of Science in Management, Marketing
Concord Carlisle Regional High School 2008 — 2012
Putnam Investments June 2015 - September 2015
Big Brothers Big Sisters of Massachusetts Bay May 2014 - November 2014
Successful Channels, Inc. May 2014 - September 2014
Skills
Microsoft Office, Social Networking, Facebook, Marketing, Social Media Marketing
Education
Tulane University 2012 — 2016
Bachelor of Science in Management, Marketing
Concord Carlisle Regional High School 2008 — 2012
Chase Heiden Chase Heiden's Putnam Investments Experience September 2011 - July 2014
Job Financial Advisor at Webush Securities
Industry Financial Services
Experience
Financial Advisor at Webush Securities January 2015 - Present
Putnam Investments September 2011 - July 2014
Lumber Liquidators June 2006 - September 2010
Tesco Technologies November 2005 - June 2006
Skills
Series 6, Series 63, Microsoft Excel, PowerPoint, Mutual Funds, Asset Allocation, Sales, Salesforce.com, Sales Presentations, Investments, Marketing, Customer Service, Microsoft Word
Education
University of Arizona 2000 — 2004
Bachelor's degree, Communication, General
Dana Hills High School 1996 — 2000
Communication, General
Financial Advisor at Webush Securities January 2015 - Present
Putnam Investments September 2011 - July 2014
Lumber Liquidators June 2006 - September 2010
Tesco Technologies November 2005 - June 2006
Skills
Series 6, Series 63, Microsoft Excel, PowerPoint, Mutual Funds, Asset Allocation, Sales, Salesforce.com, Sales Presentations, Investments, Marketing, Customer Service, Microsoft Word
Education
University of Arizona 2000 — 2004
Bachelor's degree, Communication, General
Dana Hills High School 1996 — 2000
Communication, General
Liam Moy Liam Moy's Putnam Investments Experience June 2002 - February 2005
Job Associate Director, Product Launch Excellence at Biogen Idec
Industry Biotechnology
Experience
Biogen Idec August 2014 - Present
Biogen Idec April 2012 - August 2014
Biogen Idec June 2008 - April 2012
Biogen Idec January 2008 - May 2008
Biogen Idec March 2007 - January 2008
Biogen Idec February 2005 - March 2007
Putnam Investments June 2002 - February 2005
Corporate Alumni Inc May 2000 - February 2002
NRTW June 1998 - August 1999
Skills
Business Analysis, Financial Analysis, Financial Modeling, Project Management, Regulatory Reporting, Supply Chain Management, Profit & Loss Management, Market Research, Launching New Brands, Contract Negotiation, Product Management, Leadership, Pharmaceutical Industry, Specialty Pharmaceutical, Start-ups, Business Intelligence, Forecasting, Program Management, Analysis, Management, Team Leadership, Budgets, PMP, P&L Management, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance Concentration
Tufts University
B.S. - Engineering, Computer Science
Gonzaga College High School
Biogen Idec August 2014 - Present
Biogen Idec April 2012 - August 2014
Biogen Idec June 2008 - April 2012
Biogen Idec January 2008 - May 2008
Biogen Idec March 2007 - January 2008
Biogen Idec February 2005 - March 2007
Putnam Investments June 2002 - February 2005
Corporate Alumni Inc May 2000 - February 2002
NRTW June 1998 - August 1999
Skills
Business Analysis, Financial Analysis, Financial Modeling, Project Management, Regulatory Reporting, Supply Chain Management, Profit & Loss Management, Market Research, Launching New Brands, Contract Negotiation, Product Management, Leadership, Pharmaceutical Industry, Specialty Pharmaceutical, Start-ups, Business Intelligence, Forecasting, Program Management, Analysis, Management, Team Leadership, Budgets, PMP, P&L Management, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance Concentration
Tufts University
B.S. - Engineering, Computer Science
Gonzaga College High School
Suresh Ashara Suresh Ashara's Putnam Investments Experience 2000 - 2002
Job Data Integration Expert
Industry Information Technology and Services
Experience
Akamai Technologies May 2014 - Present
Harvard Management Company February 2013 - January 2014
Fresenius Medical Care September 2010 - February 2013
Fidelity Investments March 2010 - September 2010
General Dynamics 2009 - 2009
Accenture 2004 - 2008
EMC 2002 - 2004
Putnam Investments 2000 - 2002
Wellington Management 1997 - 2000
GE 1990 - 1996
Skills
Data Warehousing, Oracle, SOA, Informatica, Business Objects, Agile Methodologies, Business Intelligence, ETL, Integration, Software Development, Web Services, Software Documentation, Java, Enterprise Software, SDLC
Education
Tufts University 2010 — 2012
M S Engineering Management, Business Administration and Management, General
University of Mumbai 1981 — 1985
B. Engineering, Mechanical
Akamai Technologies May 2014 - Present
Harvard Management Company February 2013 - January 2014
Fresenius Medical Care September 2010 - February 2013
Fidelity Investments March 2010 - September 2010
General Dynamics 2009 - 2009
Accenture 2004 - 2008
EMC 2002 - 2004
Putnam Investments 2000 - 2002
Wellington Management 1997 - 2000
GE 1990 - 1996
Skills
Data Warehousing, Oracle, SOA, Informatica, Business Objects, Agile Methodologies, Business Intelligence, ETL, Integration, Software Development, Web Services, Software Documentation, Java, Enterprise Software, SDLC
Education
Tufts University 2010 — 2012
M S Engineering Management, Business Administration and Management, General
University of Mumbai 1981 — 1985
B. Engineering, Mechanical
Santosh Joshi's Putnam Investments Experience September 1995 - November 1996
Job Delivery Manager at Mitchell International
Industry Program Development
Experience
Mitchell International April 2011 - Present
Mitchell International August 2009 - March 2011
Miro Technologies (formerly Spirent Systems) February 1998 - June 2009
MIRO Technologies December 1996 - January 1998
Putnam Investments September 1995 - November 1996
Silverline Technologies Ltd 1993 - 1995
Skills
Agile Methodologies, Program Management, Software Project..., SDLC, Software Development, Integration, Distributed Team..., Project Management, Cross-functional Team..., Visio, Software Implementation, Waterfall, Technical Leadership, Java, SQL, Databases, Certified Project..., Offshore Software..., .NET, J2EE Application..., XML, Project Planning, Software Quality..., Unix, Enterprise Software, Microsoft SQL Server, IT Strategy, Oracle, Release Management, Testing, PMO, SharePoint, Java Enterprise Edition, Vendor Management, Requirements Gathering, Web Services, SOA, Software Engineering, ERP, Project Portfolio..., MS Project, Software Design, Enterprise Architecture, Resource Management, Requirements Analysis, Scrum, Management, Leadership
Education
University of California, San Diego - The Rady School of Management 2008 — 2010
MBA, General Management
University of Mumbai
BE, Computer Science
Mitchell International April 2011 - Present
Mitchell International August 2009 - March 2011
Miro Technologies (formerly Spirent Systems) February 1998 - June 2009
MIRO Technologies December 1996 - January 1998
Putnam Investments September 1995 - November 1996
Silverline Technologies Ltd 1993 - 1995
Skills
Agile Methodologies, Program Management, Software Project..., SDLC, Software Development, Integration, Distributed Team..., Project Management, Cross-functional Team..., Visio, Software Implementation, Waterfall, Technical Leadership, Java, SQL, Databases, Certified Project..., Offshore Software..., .NET, J2EE Application..., XML, Project Planning, Software Quality..., Unix, Enterprise Software, Microsoft SQL Server, IT Strategy, Oracle, Release Management, Testing, PMO, SharePoint, Java Enterprise Edition, Vendor Management, Requirements Gathering, Web Services, SOA, Software Engineering, ERP, Project Portfolio..., MS Project, Software Design, Enterprise Architecture, Resource Management, Requirements Analysis, Scrum, Management, Leadership
Education
University of California, San Diego - The Rady School of Management 2008 — 2010
MBA, General Management
University of Mumbai
BE, Computer Science
Mary Clermont Mary Clermont's Putnam Investments Experience May 1995 - June 2011
Job Vice President at Fidelity
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Putnam Investments May 1995 - June 2011
Pizza Hut, Inc (a division of PepsiCo) June 1990 - April 1995
United States Army June 1985 - June 1990
Skills
Talent Management, Human Resources, Employee Relations, Talent Acquisition, Onboarding, Deferred Compensation, Training, Organizational Design, Management, Coaching, Temporary Placement, Strategic Planning, Staff Development, Administration, Financial Services, Succession Planning, Performance Management, Employee Benefits
Education
United States Military Academy at West Point 1981 — 1985
Bachelors, Chemistry
Fidelity Investments June 2011 - Present
Putnam Investments May 1995 - June 2011
Pizza Hut, Inc (a division of PepsiCo) June 1990 - April 1995
United States Army June 1985 - June 1990
Skills
Talent Management, Human Resources, Employee Relations, Talent Acquisition, Onboarding, Deferred Compensation, Training, Organizational Design, Management, Coaching, Temporary Placement, Strategic Planning, Staff Development, Administration, Financial Services, Succession Planning, Performance Management, Employee Benefits
Education
United States Military Academy at West Point 1981 — 1985
Bachelors, Chemistry
Mark Stromberg Mark Stromberg's Putnam Investments Experience 1987 - 1992
Job Independent Sales Director at McGibbon Asset Management
Industry Investment Management
Experience
McGibbon Asset Management January 2010 - Present
CBIZ Financial Solutions 2003 - 2009
Atlantic Trust Company June 2002 - November 2003
INVESCO Funds Group 1994 - 2000
Wellington Management 1992 - 1993
Putnam Investments 1987 - 1992
Skills
Investment Strategies, Financial Planning, Portfolio Management, Asset Management, Wealth Management, Mutual Funds, New Business Development, Due Diligence, Strategic Financial..., Equities, Series 63, Asset Allocation, Financial Analysis, Investments, Bloomberg, Alternative Investments, Banking, Investment Advisory, Investor Relations, Asset Managment, Valuation, Hedge Funds, Options, Mergers, Investment Banking, 401k, Retirement, Financial Services, Securities, Derivatives, Fixed Income, Investment Management, Management, Private Equity, Accounting, Financial Modeling, Wealth Management..., Risk Management, Relationship Management, Retirement Planning, Finance, Estate Planning, Cash Flow, Budgets
Education
University of Colorado at Boulder - Leeds School of Business 1982 — 1987
BS, Finance
McGibbon Asset Management January 2010 - Present
CBIZ Financial Solutions 2003 - 2009
Atlantic Trust Company June 2002 - November 2003
INVESCO Funds Group 1994 - 2000
Wellington Management 1992 - 1993
Putnam Investments 1987 - 1992
Skills
Investment Strategies, Financial Planning, Portfolio Management, Asset Management, Wealth Management, Mutual Funds, New Business Development, Due Diligence, Strategic Financial..., Equities, Series 63, Asset Allocation, Financial Analysis, Investments, Bloomberg, Alternative Investments, Banking, Investment Advisory, Investor Relations, Asset Managment, Valuation, Hedge Funds, Options, Mergers, Investment Banking, 401k, Retirement, Financial Services, Securities, Derivatives, Fixed Income, Investment Management, Management, Private Equity, Accounting, Financial Modeling, Wealth Management..., Risk Management, Relationship Management, Retirement Planning, Finance, Estate Planning, Cash Flow, Budgets
Education
University of Colorado at Boulder - Leeds School of Business 1982 — 1987
BS, Finance
Dea Sloan Dea Sloan's Putnam Investments Experience October 1990 - October 1992
Job Market Specialist at Dairy Farmers of America
Industry Marketing and Advertising
Experience
Dairy Farmers of America October 2012 - Present
Boulder County June 2011 - May 2012
Cambium Learning Group August 2008 - January 2012
New Hope Natural Media July 2006 - April 2008
Cambium Learning Group July 2005 - July 2006
Hildebrand Design July 1997 - February 1999
Hull Creative Group April 1996 - May 1997
Mercer, Inc. December 1994 - January 1996
Putnam Investments October 1990 - October 1992
Skills
Strategy, Leadership, Strategic Communications, Marketing Communications, Creative Direction, Copywriting, Integrated Marketing, Marketing Strategy, Email Marketing, Marketing, Publishing
Education
University of Denver
Dairy Farmers of America October 2012 - Present
Boulder County June 2011 - May 2012
Cambium Learning Group August 2008 - January 2012
New Hope Natural Media July 2006 - April 2008
Cambium Learning Group July 2005 - July 2006
Hildebrand Design July 1997 - February 1999
Hull Creative Group April 1996 - May 1997
Mercer, Inc. December 1994 - January 1996
Putnam Investments October 1990 - October 1992
Skills
Strategy, Leadership, Strategic Communications, Marketing Communications, Creative Direction, Copywriting, Integrated Marketing, Marketing Strategy, Email Marketing, Marketing, Publishing
Education
University of Denver
Scott Apelgren Scott Apelgren's Putnam Investments Experience October 2006 - January 2007
Job Income Services Associate at State Street Bank
Industry Financial Services
Experience
State Street Bank January 2007 - Present
Putnam Investments October 2006 - January 2007
Skills
Fixed Income, Fixed Income Analysis, Fixed Income Portfolio..., Amortization, Trading, Account Portfolio..., Pricing, Mutual Funds, Equities, Bloomberg, Portfolio Management
Education
University of Connecticut 2002 — 2006
Bachelor's degree, Economics
State Street Bank January 2007 - Present
Putnam Investments October 2006 - January 2007
Skills
Fixed Income, Fixed Income Analysis, Fixed Income Portfolio..., Amortization, Trading, Account Portfolio..., Pricing, Mutual Funds, Equities, Bloomberg, Portfolio Management
Education
University of Connecticut 2002 — 2006
Bachelor's degree, Economics
Clia Goodwin Clia Goodwin's Putnam Investments Experience 1998 - 2004
Job Freelance Editor/Writer
Industry Writing and Editing
Experience
Self Employed 1995 - Present
New Hampshire Humanities Council 1984 - Present
American Geophysical Union 2005 - 2010
University of New Hampshire 1981 - 2005
Putnam Investments 1998 - 2004
Skills
Copy Editing, Editing, Books, Literature, Management, Newsletters, Music, Copywriting, Research, Public Speaking, Editorial, Teaching
Education
University of Illinois at Urbana-Champaign
Ph.D., Comparative Medieval Literature
University of Arkansas at Fayetteville
B.A., M.A., English, Humanities
Self Employed 1995 - Present
New Hampshire Humanities Council 1984 - Present
American Geophysical Union 2005 - 2010
University of New Hampshire 1981 - 2005
Putnam Investments 1998 - 2004
Skills
Copy Editing, Editing, Books, Literature, Management, Newsletters, Music, Copywriting, Research, Public Speaking, Editorial, Teaching
Education
University of Illinois at Urbana-Champaign
Ph.D., Comparative Medieval Literature
University of Arkansas at Fayetteville
B.A., M.A., English, Humanities
David Depew David Depew's Putnam Investments Experience February 2001 - August 2010
Job Vice President at Sapient Consulting
Industry Financial Services
Experience
Sapient Global Markets September 2010 - Present
Putnam Investments February 2001 - August 2010
Wellington Management February 1997 - February 2001
Morgan Stanley 1996 - 1997
TSA Capital Mgt 1986 - 1997
Skills
Risk, Investments, Portfolio Optimization, Hedge Funds, Derivatives, Financial Risk, Securities, Financial Markets, Trading, Alternative Investments, Fixed Income, Investment Management, Risk Management, Financial Modeling, Market Risk, Options, Equities, Valuation, Portfolio Management, Asset Managment, Capital Markets, Equity Research, Bloomberg, Bonds, Investment Strategies, Private Equity, Asset Management, Credit Derivatives, Asset Allocation, Swaps, Emerging Markets, Mutual Funds, Trading Systems, Equity Derivatives, Structured Products, Performance Attribution, ETFs, Series 63, Interest Rate..., Wealth Management, Equity Valuation, Hedging, Investment Banking, Analytics, Commodity, Equity Trading, Electronic Trading, Market Data, Credit Risk, Quantitative Finance
Education
University of California, Los Angeles 1992 — 1996
ABD, Statistics
University of California, Berkeley 1983 — 1985
MBA, FInance
University of Washington 1977 — 1981
BA, Accounting
Sapient Global Markets September 2010 - Present
Putnam Investments February 2001 - August 2010
Wellington Management February 1997 - February 2001
Morgan Stanley 1996 - 1997
TSA Capital Mgt 1986 - 1997
Skills
Risk, Investments, Portfolio Optimization, Hedge Funds, Derivatives, Financial Risk, Securities, Financial Markets, Trading, Alternative Investments, Fixed Income, Investment Management, Risk Management, Financial Modeling, Market Risk, Options, Equities, Valuation, Portfolio Management, Asset Managment, Capital Markets, Equity Research, Bloomberg, Bonds, Investment Strategies, Private Equity, Asset Management, Credit Derivatives, Asset Allocation, Swaps, Emerging Markets, Mutual Funds, Trading Systems, Equity Derivatives, Structured Products, Performance Attribution, ETFs, Series 63, Interest Rate..., Wealth Management, Equity Valuation, Hedging, Investment Banking, Analytics, Commodity, Equity Trading, Electronic Trading, Market Data, Credit Risk, Quantitative Finance
Education
University of California, Los Angeles 1992 — 1996
ABD, Statistics
University of California, Berkeley 1983 — 1985
MBA, FInance
University of Washington 1977 — 1981
BA, Accounting
Kori Brooks Kori Brooks's Putnam Investments Experience December 1999 - May 2001
Job Product Manager at Ivy Funds Distributor, Inc.
Industry Financial Services
Experience
Ivy Funds Distributor, Inc. March 2015 - Present
Ivy Funds Distributor, Inc. October 2010 - Present
ALPS, A DST Company December 2005 - July 2010
Putnam Investments December 1999 - May 2001
Skills
Account Management, Series 7, Mutual Funds, Investments, Asset Allocation, Series 63, Asset Management, Wealth Management, Retirement Planning, Alternative Investments, Financial Services, 401k, Series 6, Equities, Retirement, Portfolio Management
Education
University of Colorado at Boulder 1994 — 1998
Ivy Funds Distributor, Inc. March 2015 - Present
Ivy Funds Distributor, Inc. October 2010 - Present
ALPS, A DST Company December 2005 - July 2010
Putnam Investments December 1999 - May 2001
Skills
Account Management, Series 7, Mutual Funds, Investments, Asset Allocation, Series 63, Asset Management, Wealth Management, Retirement Planning, Alternative Investments, Financial Services, 401k, Series 6, Equities, Retirement, Portfolio Management
Education
University of Colorado at Boulder 1994 — 1998
Greg Lindsey's Putnam Investments Experience July 2013 - Present
Job Director, Global Institutional Management
Industry Investment Management
Experience
Putnam Investments July 2013 - Present
Mellon Capital April 2002 - July 2013
Standish Mellon Asset Management December 1999 - March 2002
BNY Mellon April 1995 - November 1999
BNY Mellon June 1988 - March 1995
Skills
Institutional..., Alternative Investments, Business Development, Asset Allocation, Fixed Income, Equities, Hedge Funds, Financial Analysis, Asset Management, Commodity, CRM, Investment Management, Investment Strategies, Investments, Mutual Funds, Securities, Competitive Marketing..., Sales Operations, Management
Education
State University of New York at Albany
Putnam Investments July 2013 - Present
Mellon Capital April 2002 - July 2013
Standish Mellon Asset Management December 1999 - March 2002
BNY Mellon April 1995 - November 1999
BNY Mellon June 1988 - March 1995
Skills
Institutional..., Alternative Investments, Business Development, Asset Allocation, Fixed Income, Equities, Hedge Funds, Financial Analysis, Asset Management, Commodity, CRM, Investment Management, Investment Strategies, Investments, Mutual Funds, Securities, Competitive Marketing..., Sales Operations, Management
Education
State University of New York at Albany
Mandy Ott's Putnam Investments Experience February 2015 - Present
Job Senior Corporate Tax Analyst at Putnam Investments
Industry Accounting
Experience
Putnam Investments February 2015 - Present
BMC Software June 2013 - February 2015
Grant Thornton LLP February 2011 - May 2013
Triad Resources September 2009 - January 2011
Skills
Tax Preparation, Corporate Tax, Accounting, Partnership Taxation, CorpTax, Microsoft Excel, Tax Provision, GoSystems, Microsoft Office, Microsoft Word, Account Reconciliation, Customer Service, OneSource, Financial Reporting, General Ledger, SEC filings, US GAAP
Education
University of Houston 2010 — 2012
MS, Accountancy
University at Albany, SUNY 2005 — 2009
BS, Accounting, Buisness Administration
Putnam Investments February 2015 - Present
BMC Software June 2013 - February 2015
Grant Thornton LLP February 2011 - May 2013
Triad Resources September 2009 - January 2011
Skills
Tax Preparation, Corporate Tax, Accounting, Partnership Taxation, CorpTax, Microsoft Excel, Tax Provision, GoSystems, Microsoft Office, Microsoft Word, Account Reconciliation, Customer Service, OneSource, Financial Reporting, General Ledger, SEC filings, US GAAP
Education
University of Houston 2010 — 2012
MS, Accountancy
University at Albany, SUNY 2005 — 2009
BS, Accounting, Buisness Administration
Judith Hlavac's Putnam Investments Experience September 1996 - October 1998
Job Senior Trader at John Hancock Investments
Industry Banking
Experience
John Hancock Investments November 2013 - Present
Bank of America September 2004 - April 2012
Wachovia, A Wells Fargo Company November 1998 - September 2004
Putnam Investments September 1996 - October 1998
Skills
Fixed Income, Derivatives, Bloomberg, Emerging Markets, Series 63, Asset Management, Capital Markets, Financial Risk, ABS, Credit, Analysis, Options, Wealth Management, Mutual Funds, Valuation, Banking, Investments, Series 7, Securities, Forecasting, Financial Analysis, Trading, Equities, Management, Hedge Funds, Portfolio Management, Finance, CDS
Education
University of Arizona 1992 — 1996
BS, 4.0 (major)
John Hancock Investments November 2013 - Present
Bank of America September 2004 - April 2012
Wachovia, A Wells Fargo Company November 1998 - September 2004
Putnam Investments September 1996 - October 1998
Skills
Fixed Income, Derivatives, Bloomberg, Emerging Markets, Series 63, Asset Management, Capital Markets, Financial Risk, ABS, Credit, Analysis, Options, Wealth Management, Mutual Funds, Valuation, Banking, Investments, Series 7, Securities, Forecasting, Financial Analysis, Trading, Equities, Management, Hedge Funds, Portfolio Management, Finance, CDS
Education
University of Arizona 1992 — 1996
BS, 4.0 (major)
Brian Schwartz Brian Schwartz's Putnam Investments Experience February 1998 - May 2006
Job Head of Client Development, Americas at CQS
Industry Financial Services
Experience
CQS October 2014 - Present
One William Street Capital April 2013 - October 2014
The Blackstone Group June 2006 - March 2013
Putnam Investments February 1998 - May 2006
Skills
Hedge Funds, Asset Management, Alternative Investments, Equities, Private Equity
Education
The University of Connecticut
CQS October 2014 - Present
One William Street Capital April 2013 - October 2014
The Blackstone Group June 2006 - March 2013
Putnam Investments February 1998 - May 2006
Skills
Hedge Funds, Asset Management, Alternative Investments, Equities, Private Equity
Education
The University of Connecticut
Janyce Conklin Janyce Conklin's Putnam Investments Experience 2008 - 2011
Job
Industry Arts and Crafts
Experience
Putnam Investments 2008 - 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Photoshop, Windows, Time Management, Outlook, Software Documentation, Access, English, Lotus Notes
Education
University of Colorado Denver
Putnam Investments 2008 - 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Photoshop, Windows, Time Management, Outlook, Software Documentation, Access, English, Lotus Notes
Education
University of Colorado Denver
Donald Hill Donald Hill's Putnam Investments Experience 1994 - 2004
Job Treasurer FWP
Industry Investment Management
Experience
FWP 2006 - Present
BNY Mellon 2012 - 2014
Dwight Asset Management 2007 - 2012
Babson Capital Management 2004 - 2007
Putnam Investments 1994 - 2004
First Boston Corporation 1992 - 1994
Chancellor Capital Management/CitiCorp Investment Management 1986 - 1992
Skills
Fixed Income, Asset Allocation, Investment Strategies, Bonds, Investments, Equities, Series 7, Series 63, Private Equity, Investment Banking, Insurance, Investment Management, Capital Markets, Alternative Investments
Education
The University of Connecticut
Bachelor of Arts (BA), Political Science - Political Survey Research/Political Behaviorism
FWP 2006 - Present
BNY Mellon 2012 - 2014
Dwight Asset Management 2007 - 2012
Babson Capital Management 2004 - 2007
Putnam Investments 1994 - 2004
First Boston Corporation 1992 - 1994
Chancellor Capital Management/CitiCorp Investment Management 1986 - 1992
Skills
Fixed Income, Asset Allocation, Investment Strategies, Bonds, Investments, Equities, Series 7, Series 63, Private Equity, Investment Banking, Insurance, Investment Management, Capital Markets, Alternative Investments
Education
The University of Connecticut
Bachelor of Arts (BA), Political Science - Political Survey Research/Political Behaviorism
Jonathan Cooley, CIMA ® Jonathan Cooley, CIMA ®'s Putnam Investments Experience October 2000 - Present
Job Senior Relationship Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments October 2000 - Present
Putnam Investments September 1998 - October 2000
John Hancock Life Insurance Company (U.S.A.) September 1994 - August 1998
Skills
Financial Advisory, Series 65, Separately Managed..., Management, New Business Development, Insurance, Finance, Fixed Income, Fixed Annuities, Strategic Financial..., Series 24, FINRA, Capital Markets, Investment Management, ETFs, Accounting, Financial Modeling, Salesforce.com, Bloomberg, Financial Analysis
Education
Tufts University 1990 — 1994
BA, Economics
Putnam Investments October 2000 - Present
Putnam Investments September 1998 - October 2000
John Hancock Life Insurance Company (U.S.A.) September 1994 - August 1998
Skills
Financial Advisory, Series 65, Separately Managed..., Management, New Business Development, Insurance, Finance, Fixed Income, Fixed Annuities, Strategic Financial..., Series 24, FINRA, Capital Markets, Investment Management, ETFs, Accounting, Financial Modeling, Salesforce.com, Bloomberg, Financial Analysis
Education
Tufts University 1990 — 1994
BA, Economics
Bill DeRoche Bill DeRoche's Putnam Investments Experience June 1995 - March 2003
Job Chief Investment Officer at FFCM LLC
Industry Investment Management
Experience
FFCM, LLC April 2010 - Present
State Street Global Advisors March 2003 - March 2010
Putnam Investments June 1995 - March 2003
US Navy May 1984 - September 1993
Skills
Hedge Funds, Alternative Investments, Fixed Income, Asset Managment, Equities, Investment Banking, Bloomberg, Investments, Portfolio Management, Risk Management, Financial Risk, ETFs, Securities, Asset Allocation, Investment Strategies, Asset Management, Derivatives, Mutual Funds, Capital Markets, Private Equity, Valuation, Investment Management, Equity Research
Education
The Amos Tuck School of Business Administration,Dartmouth College
Distinction; Master of Business Administration
United States Naval Academy
Bachelor of Science degree, Electrical Engineering
FFCM, LLC April 2010 - Present
State Street Global Advisors March 2003 - March 2010
Putnam Investments June 1995 - March 2003
US Navy May 1984 - September 1993
Skills
Hedge Funds, Alternative Investments, Fixed Income, Asset Managment, Equities, Investment Banking, Bloomberg, Investments, Portfolio Management, Risk Management, Financial Risk, ETFs, Securities, Asset Allocation, Investment Strategies, Asset Management, Derivatives, Mutual Funds, Capital Markets, Private Equity, Valuation, Investment Management, Equity Research
Education
The Amos Tuck School of Business Administration,Dartmouth College
Distinction; Master of Business Administration
United States Naval Academy
Bachelor of Science degree, Electrical Engineering
Benjamin Ferris's Putnam Investments Experience August 2015 - Present
Job High Yield Investment Associate at Putnam Investments
Industry Financial Services
Experience
Putnam Investments August 2015 - Present
Goldman Sachs June 2014 - August 2014
Coastal Medical May 2013 - August 2013
Trust Company of Vermont May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Research, Leadership, Statistics, Sports, Financial Modeling, Financial Analysis, Equities, Valuation, PowerPoint, Investments, Finance, Data Analysis, Portfolio Management, Equity Research
Education
Tufts University 2011 — 2015
Bachelor of Science (B.S.), Econometrics and Quantitative Economics, Summa Cum Laude, 3.82 GPA
Essex High School 2007 — 2011
Diploma
Putnam Investments August 2015 - Present
Goldman Sachs June 2014 - August 2014
Coastal Medical May 2013 - August 2013
Trust Company of Vermont May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Research, Leadership, Statistics, Sports, Financial Modeling, Financial Analysis, Equities, Valuation, PowerPoint, Investments, Finance, Data Analysis, Portfolio Management, Equity Research
Education
Tufts University 2011 — 2015
Bachelor of Science (B.S.), Econometrics and Quantitative Economics, Summa Cum Laude, 3.82 GPA
Essex High School 2007 — 2011
Diploma
Andrew Tsiropinas, CIMA® Andrew Tsiropinas, CIMA®'s Putnam Investments Experience September 2002 - September 2003
Job Regional Director NY/NJ Metro at WisdomTree Asset Management
Industry Investment Management
Experience
WisdomTree Asset Management October 2010 - Present
WisdomTree Asset Management February 2009 - October 2010
WisdomTree Asset Management June 2008 - February 2009
Bank of New York Mellon January 2007 - June 2008
Markit February 2006 - December 2006
Bank of America October 2003 - February 2005
Putnam Investments September 2002 - September 2003
Skills
Asset Allocation, Portfolio Management, ETFs, Series 7, Alternative Investments, Mutual Funds, Financial Advisory, Investment Strategies, Wealth Management, Securities, Equities, Fixed Income, Managing Accounts, Asset Managment, Financial Markets
Education
Union College 1997 — 2001
BA, Political Science
Scarsdale High School 1993 — 1997
High School Diploma, General Studies
The University of Chicago - Booth School of Business
WisdomTree Asset Management October 2010 - Present
WisdomTree Asset Management February 2009 - October 2010
WisdomTree Asset Management June 2008 - February 2009
Bank of New York Mellon January 2007 - June 2008
Markit February 2006 - December 2006
Bank of America October 2003 - February 2005
Putnam Investments September 2002 - September 2003
Skills
Asset Allocation, Portfolio Management, ETFs, Series 7, Alternative Investments, Mutual Funds, Financial Advisory, Investment Strategies, Wealth Management, Securities, Equities, Fixed Income, Managing Accounts, Asset Managment, Financial Markets
Education
Union College 1997 — 2001
BA, Political Science
Scarsdale High School 1993 — 1997
High School Diploma, General Studies
The University of Chicago - Booth School of Business
David Hinckley's Putnam Investments Experience November 1999 - May 2007
Job Operations Specialist at SunGard Availability Services
Industry Information Technology and Services
Experience
SunGard Availability Services April 2011 - Present
C E Communication Services May 2007 - April 2011
Marsh McClennan December 2006 - May 2007
Putnam Investments November 1999 - May 2007
MemorexTelex 1994 - 1999
Connecticut Bank and Trust/Bank of New England 1980 - 1992
Skills
Vendor Management, Data Center, Cisco Technologies, Troubleshooting, Networking, Servers, IT Service Management, Switches, Network Design, Software Documentation, Hardware, Technical Support, Virtualization, Infrastructure, Disaster Recovery, Cisco Routers, Project Management, Integration
Education
University of Connecticut
SunGard Availability Services April 2011 - Present
C E Communication Services May 2007 - April 2011
Marsh McClennan December 2006 - May 2007
Putnam Investments November 1999 - May 2007
MemorexTelex 1994 - 1999
Connecticut Bank and Trust/Bank of New England 1980 - 1992
Skills
Vendor Management, Data Center, Cisco Technologies, Troubleshooting, Networking, Servers, IT Service Management, Switches, Network Design, Software Documentation, Hardware, Technical Support, Virtualization, Infrastructure, Disaster Recovery, Cisco Routers, Project Management, Integration
Education
University of Connecticut
Rodger Mattlage Rodger Mattlage's Putnam Investments Experience April 1994 - March 1998
Job Chief Retiree Officer (CRO) at Retired
Industry Nonprofit Organization Management
Experience
Retired February 2010 - Present
UU Partner Church Council April 2008 - Present
UU Partner Church Council 2009 - 2012
Fidelity Investments September 2006 - February 2008
NetNumber September 2001 - December 2002
eCredit.com November 2000 - September 2001
Cambridge Technology Partners March 1999 - November 2000
UNIFI Communications March 1998 - February 1999
Putnam Investments April 1994 - March 1998
DMR Group, Inc October 1988 - April 1994
Skills
Software Development, SDLC, Integration, Business Analysis, Photoshop, Data Modeling, Quality Assurance, Databases, Enterprise Architecture, Enterprise Software, Cross-functional Team..., Product Management, Management, Leadership, Analysis
Education
Tufts University 1963 — 1968
BS, Civil Engineering
Miscellaneous
Retired February 2010 - Present
UU Partner Church Council April 2008 - Present
UU Partner Church Council 2009 - 2012
Fidelity Investments September 2006 - February 2008
NetNumber September 2001 - December 2002
eCredit.com November 2000 - September 2001
Cambridge Technology Partners March 1999 - November 2000
UNIFI Communications March 1998 - February 1999
Putnam Investments April 1994 - March 1998
DMR Group, Inc October 1988 - April 1994
Skills
Software Development, SDLC, Integration, Business Analysis, Photoshop, Data Modeling, Quality Assurance, Databases, Enterprise Architecture, Enterprise Software, Cross-functional Team..., Product Management, Management, Leadership, Analysis
Education
Tufts University 1963 — 1968
BS, Civil Engineering
Miscellaneous
Josh Ouellette Josh Ouellette's Putnam Investments Experience October 2014 - Present
Job Regional Marketing Associate, Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments October 2014 - Present
Putnam Investments June 2014 - October 2014
Union College 2010 - 2014
Amesbury Skate and Sport 2005 - 2014
Eagle Bank May 2012 - September 2012
UPS 2011 - 2012
Skills
Microsoft Excel, Eviews, Salesforce.com, Sales, PowerPoint, Facebook, Microsoft Word
Education
Union College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Putnam Investments October 2014 - Present
Putnam Investments June 2014 - October 2014
Union College 2010 - 2014
Amesbury Skate and Sport 2005 - 2014
Eagle Bank May 2012 - September 2012
UPS 2011 - 2012
Skills
Microsoft Excel, Eviews, Salesforce.com, Sales, PowerPoint, Facebook, Microsoft Word
Education
Union College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Tim Stidham Tim Stidham's Putnam Investments Experience 2007 - 2011
Job Institutional Business Development at American Century Investments
Industry Investment Management
Experience
American Century Investments July 2014 - Present
Mellon Capital Management/OFI July 2011 - July 2014
Putnam Investments 2007 - 2011
RCM 2004 - 2007
Skills
Asset Allocation, Alternative Investments, Series 7, Asset Managment, Investments, Hedge Funds, Investment Strategies, Fixed Income, Equities, Portfolio Management, Series 63, Investment Management, Investment Advisory, Institutional..., Equity Research
Education
University of California, Los Angeles 1979 — 1982
BA, Business Economics
American Century Investments July 2014 - Present
Mellon Capital Management/OFI July 2011 - July 2014
Putnam Investments 2007 - 2011
RCM 2004 - 2007
Skills
Asset Allocation, Alternative Investments, Series 7, Asset Managment, Investments, Hedge Funds, Investment Strategies, Fixed Income, Equities, Portfolio Management, Series 63, Investment Management, Investment Advisory, Institutional..., Equity Research
Education
University of California, Los Angeles 1979 — 1982
BA, Business Economics
Katherine Larrabee Katherine Larrabee's Putnam Investments Experience September 1997 - June 1998
Job Financial Operations
Industry Financial Services
Experience
Bank of America July 2009 - December 2010
Bank of America January 2008 - June 2009
Bank of America December 2005 - January 2008
John Hancock April 2003 - December 2005
Atlantic Trust Pell Rudman January 2001 - April 2003
Pell Rudman June 1998 - January 2001
Putnam Investments September 1997 - June 1998
Skills
Business Process..., Analysis, Investments, Access, Portfolio Management
Education
University of Delaware 1993 — 1997
Bachelor of Science, Finance, Economics, US History
Joel Barlow High School 1989 — 1993
Bank of America July 2009 - December 2010
Bank of America January 2008 - June 2009
Bank of America December 2005 - January 2008
John Hancock April 2003 - December 2005
Atlantic Trust Pell Rudman January 2001 - April 2003
Pell Rudman June 1998 - January 2001
Putnam Investments September 1997 - June 1998
Skills
Business Process..., Analysis, Investments, Access, Portfolio Management
Education
University of Delaware 1993 — 1997
Bachelor of Science, Finance, Economics, US History
Joel Barlow High School 1989 — 1993
Jack Sharry Jack Sharry's Putnam Investments Experience December 1992 - November 1995
Job Executive Vice President at LifeYield, LLC
Industry Financial Services
Experience
MMI October 2014 - Present
LifeYield LLC November 2008 - Present
Becket-Chimney Corners YMCA Camps 2005 - July 2013
The Phoenix Companies November 2004 - August 2008
Phoenix Life Insurance Company 1995 - 2008
Phoenix Investment Partners 1995 - 2004
Putnam Investments December 1992 - November 1995
Morgan Stanley September 1985 - December 1992
Dean Witter 1985 - 1992
The Holden Group 1983 - 1985
Skills
Wealth Management, Series 7, Asset Managment, Alternative Investments, Asset Allocation, Series 63, Investments, Mutual Funds, Fixed Annuities, Retirement, Business Strategy, Financial Services, ETFs, Asset Management, Securities, Financial Advisory, Retirement Planning, Investment Management, 401k, Portfolio Management, Insurance, Strategy, Investment Advisory, Hedge Funds, Series 24, Estate Planning, FINRA, Investment Strategies, Personal Finance, Series 6, Separately Managed..., Series 65, Equities, Strategic Financial..., Product Marketing, Product Management, Bonds, Leadership, Relationship Management, Wealth, Investor Relations, Financial Planning
Education
The University of Connecticut 1970 — 1974
BA, English
MMI October 2014 - Present
LifeYield LLC November 2008 - Present
Becket-Chimney Corners YMCA Camps 2005 - July 2013
The Phoenix Companies November 2004 - August 2008
Phoenix Life Insurance Company 1995 - 2008
Phoenix Investment Partners 1995 - 2004
Putnam Investments December 1992 - November 1995
Morgan Stanley September 1985 - December 1992
Dean Witter 1985 - 1992
The Holden Group 1983 - 1985
Skills
Wealth Management, Series 7, Asset Managment, Alternative Investments, Asset Allocation, Series 63, Investments, Mutual Funds, Fixed Annuities, Retirement, Business Strategy, Financial Services, ETFs, Asset Management, Securities, Financial Advisory, Retirement Planning, Investment Management, 401k, Portfolio Management, Insurance, Strategy, Investment Advisory, Hedge Funds, Series 24, Estate Planning, FINRA, Investment Strategies, Personal Finance, Series 6, Separately Managed..., Series 65, Equities, Strategic Financial..., Product Marketing, Product Management, Bonds, Leadership, Relationship Management, Wealth, Investor Relations, Financial Planning
Education
The University of Connecticut 1970 — 1974
BA, English
Robert St. Germain Robert St. Germain's Putnam Investments Experience September 2000 - December 2004
Job Client Services Analyst II Health & Benefits at Mercer
Industry Financial Services
Experience
Mercer August 2015 - Present
Liberty Christian Academy February 2015 - June 2015
Mercer July 2011 - April 2014
Mercer August 2008 - July 2011
Mercer January 2005 - August 2008
Putnam Investments September 2000 - December 2004
Putnam Investments May 1999 - September 2000
Peace Corps January 1997 - April 1999
Skills
Financial Services, Retirement, 401k, Employee Benefits, Project Management, Human Resources, Benefits Administration, Microsoft Office, OmniPlan, OmniPlus, Siebel, Appian
Education
Peace Corps Training 1997 — 1997
Unity College 1992 — 1995
Bachelor's Degree, Environment Science/Wildlife
University of Massachusetts Lowell 1989 — 1991
Environmental Science
Mercer August 2015 - Present
Liberty Christian Academy February 2015 - June 2015
Mercer July 2011 - April 2014
Mercer August 2008 - July 2011
Mercer January 2005 - August 2008
Putnam Investments September 2000 - December 2004
Putnam Investments May 1999 - September 2000
Peace Corps January 1997 - April 1999
Skills
Financial Services, Retirement, 401k, Employee Benefits, Project Management, Human Resources, Benefits Administration, Microsoft Office, OmniPlan, OmniPlus, Siebel, Appian
Education
Peace Corps Training 1997 — 1997
Unity College 1992 — 1995
Bachelor's Degree, Environment Science/Wildlife
University of Massachusetts Lowell 1989 — 1991
Environmental Science
Kevin Foote Kevin Foote's Putnam Investments Experience May 2000 - July 2001
Job AVP Platform Solutions & Management
Industry Financial Services
Experience
LPL Financial September 2014 - Present
Girard Securities September 2011 - May 2013
Girard Securities January 2007 - September 2011
Asset Planning Solutions April 2006 - January 2007
Commonwealth Financial Network July 2001 - April 2006
Putnam Investments May 2000 - July 2001
Skills
Investment Advisory..., Product Management, Relationship Management, Product Marketing, Sales, Management, Retirement Planning, Alternative Investments, Investment Advisory, Asset Allocation, Securities, Asset Management
Education
University of Arizona 1993 — 1997
BS, Regional Development
LPL Financial September 2014 - Present
Girard Securities September 2011 - May 2013
Girard Securities January 2007 - September 2011
Asset Planning Solutions April 2006 - January 2007
Commonwealth Financial Network July 2001 - April 2006
Putnam Investments May 2000 - July 2001
Skills
Investment Advisory..., Product Management, Relationship Management, Product Marketing, Sales, Management, Retirement Planning, Alternative Investments, Investment Advisory, Asset Allocation, Securities, Asset Management
Education
University of Arizona 1993 — 1997
BS, Regional Development
Bianca Micheletti's Putnam Investments Experience October 2013 - Present
Job Marketing Assistant at Putnam Investments
Industry Marketing and Advertising
Experience
Putnam Investments October 2013 - Present
Feminine Fancies September 2011 - October 2012
Parfums Christian Dior June 2012 - August 2012
University of Connecticut September 2009 - May 2010
Skills
Marketing, Market Research, Sales, Public Speaking, Sports Marketing, Microsoft Office, Retail, Social Media Marketing, Advertising, Social Media, Marketing Communications, Data Analysis, Social Networking, Microsoft Excel, Facebook
Education
University of Rhode Island 2011 — 2013
Bachelor of Science in Business Administration, Marketing
The University of Connecticut 2009 — 2011
Transferred
Putnam Investments October 2013 - Present
Feminine Fancies September 2011 - October 2012
Parfums Christian Dior June 2012 - August 2012
University of Connecticut September 2009 - May 2010
Skills
Marketing, Market Research, Sales, Public Speaking, Sports Marketing, Microsoft Office, Retail, Social Media Marketing, Advertising, Social Media, Marketing Communications, Data Analysis, Social Networking, Microsoft Excel, Facebook
Education
University of Rhode Island 2011 — 2013
Bachelor of Science in Business Administration, Marketing
The University of Connecticut 2009 — 2011
Transferred
Christian Ryan Christian Ryan's Putnam Investments Experience September 1996 - June 1998
Job Experienced Director with proven leadership skills in fastpaced, dynamic, global environments.
Industry Financial Services
Experience
Fidelity Investments July 2009 - January 2015
Fidelity Investments August 2005 - July 2009
Fidelity Investments July 2003 - August 2005
The Orion Group November 2001 - July 2003
WorldStreet Corporation September 2000 - October 2001
Thomson Financial June 1998 - September 2000
Putnam Investments September 1996 - June 1998
Skills
Leadership, Project Management, Process Improvement, Financial Services, Strategy, Strategic Leadership, Thought Leadership, People Skills, Customer Insight, Consumer Insight, Strategic Communications, Corporate Communications, Process Management, Performance Management, Creative Writing, Technical Writing, Strategic Planning, Team Building, Microsoft Office, Customer Service
Education
University of Connecticut 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature, General
Fidelity Investments July 2009 - January 2015
Fidelity Investments August 2005 - July 2009
Fidelity Investments July 2003 - August 2005
The Orion Group November 2001 - July 2003
WorldStreet Corporation September 2000 - October 2001
Thomson Financial June 1998 - September 2000
Putnam Investments September 1996 - June 1998
Skills
Leadership, Project Management, Process Improvement, Financial Services, Strategy, Strategic Leadership, Thought Leadership, People Skills, Customer Insight, Consumer Insight, Strategic Communications, Corporate Communications, Process Management, Performance Management, Creative Writing, Technical Writing, Strategic Planning, Team Building, Microsoft Office, Customer Service
Education
University of Connecticut 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature, General
Richard Cleveland's Putnam Investments Experience 2003 - 2004
Job Vice President, Digital Gaming at Hasbro
Industry Marketing and Advertising
Experience
Hasbro 2009 - Present
Mercer 2005 - 2008
Putnam Investments 2003 - 2004
Bluestreak 2000 - 2003
Hasbro, Inc 1991 - 2000
Hasbro 1994 - 1998
Skills
Marketing Communications, Integrated Marketing, Product Development, Brand Development, Strategic Partnerships, Product Marketing, Marketing Strategy
Education
Tufts University
BA
Hasbro 2009 - Present
Mercer 2005 - 2008
Putnam Investments 2003 - 2004
Bluestreak 2000 - 2003
Hasbro, Inc 1991 - 2000
Hasbro 1994 - 1998
Skills
Marketing Communications, Integrated Marketing, Product Development, Brand Development, Strategic Partnerships, Product Marketing, Marketing Strategy
Education
Tufts University
BA
David Shapira's Putnam Investments Experience October 1998 - February 1999
Job Senior Editor, StratComm, Inc. | Professional content marketing and development, copywriting, and editing
Industry Publishing
Experience
Strategic Communications, Inc. (Strat Comm Inc.) June 2011 - Present
Harvard University April 2011 - June 2011
Patch.com October 2010 - February 2011
The Coupon Book March 2009 - December 2010
IDC March 2000 - September 2008
WCAC - Waltham Community Access TV April 2008 - August 2008
Banta Integrated Media February 1999 - March 2000
Putnam Investments October 1998 - February 1999
CNC June 1997 - July 1998
Skills
Operations, Editorial Project..., Production Coordinator, Traffic Coordinator, Customer Service, Quality Control, Writing, Copy Editing, Microsoft Office, Adobe Creative Suite, Advertising, Proofreading, Copywriting, Corporate Communications, Marketing, Editing, Editorial, Publishing
Education
The University of Connecticut 1990 — 1994
BA, English
Strategic Communications, Inc. (Strat Comm Inc.) June 2011 - Present
Harvard University April 2011 - June 2011
Patch.com October 2010 - February 2011
The Coupon Book March 2009 - December 2010
IDC March 2000 - September 2008
WCAC - Waltham Community Access TV April 2008 - August 2008
Banta Integrated Media February 1999 - March 2000
Putnam Investments October 1998 - February 1999
CNC June 1997 - July 1998
Skills
Operations, Editorial Project..., Production Coordinator, Traffic Coordinator, Customer Service, Quality Control, Writing, Copy Editing, Microsoft Office, Adobe Creative Suite, Advertising, Proofreading, Copywriting, Corporate Communications, Marketing, Editing, Editorial, Publishing
Education
The University of Connecticut 1990 — 1994
BA, English
Carolyn (Herzog) Niner's Putnam Investments Experience August 2002 - April 2005
Job Financial Analysis, Investment Management
Industry Investment Management
Experience
California Polytechnic State University March 2015 - June 2015
Capital Research August 2007 - December 2014
Putnam Investments August 2002 - April 2005
Putnam Investments March 2001 - August 2002
Skills
Fixed Income, Alternative Investments, Asset Management, Bloomberg, Business Strategy, Capital Markets, Emerging Markets, Equities, Financial Analysis, Financial Modeling, High Yield, Investments, Portfolio Management, Private Equity, Risk Management, Valuation, Bonds
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2007
MBA
Tufts University 1994 — 1998
BA, Philosophy, Economics
California Polytechnic State University March 2015 - June 2015
Capital Research August 2007 - December 2014
Putnam Investments August 2002 - April 2005
Putnam Investments March 2001 - August 2002
Skills
Fixed Income, Alternative Investments, Asset Management, Bloomberg, Business Strategy, Capital Markets, Emerging Markets, Equities, Financial Analysis, Financial Modeling, High Yield, Investments, Portfolio Management, Private Equity, Risk Management, Valuation, Bonds
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2007
MBA
Tufts University 1994 — 1998
BA, Philosophy, Economics
H. David Shea, CFA's Putnam Investments Experience May 2006 - October 2008
Job Senior Portfolio Manager Partner at Copper Rock Capital Partners LLC
Industry Investment Management
Experience
Copper Rock Capital Partners LLC November 2008 - Present
Putnam Investments May 2006 - October 2008
Citigroup Asset Management April 2000 - December 2005
Independence Investment Associates, Inc. August 1997 - April 2000
Boston International Advisors, Inc. March 1993 - August 1997
Massachusetts Financial Services Company May 1989 - March 1993
Oracle Corporation July 1987 - May 1989
Massachusetts Institute of Technology June 1985 - July 1987
Raytheon Company May 1984 - August 1985
Skills
Global Equity Portfolio..., Quantitative Modeling, Fundamental Research, Equity Research, Equities, Bloomberg, Portfolio Management, Asset Managment, Mutual Funds, Investments, Capital Markets, Fundamental Analysis, Investment Management, Emerging Markets, Financial Modeling, Asset Management, Quantitative Analytics, Research, Valuation, Financial Risk, Securities, Equity Valuation, Financial Markets, Financial Analysis, Financial Services, Due Diligence, Economics, Investment Strategies, Quantitative Finance
Education
Tufts University 1980 — 1984
BS
Saint Charles Preparatory High School 1976 — 1980
Copper Rock Capital Partners LLC November 2008 - Present
Putnam Investments May 2006 - October 2008
Citigroup Asset Management April 2000 - December 2005
Independence Investment Associates, Inc. August 1997 - April 2000
Boston International Advisors, Inc. March 1993 - August 1997
Massachusetts Financial Services Company May 1989 - March 1993
Oracle Corporation July 1987 - May 1989
Massachusetts Institute of Technology June 1985 - July 1987
Raytheon Company May 1984 - August 1985
Skills
Global Equity Portfolio..., Quantitative Modeling, Fundamental Research, Equity Research, Equities, Bloomberg, Portfolio Management, Asset Managment, Mutual Funds, Investments, Capital Markets, Fundamental Analysis, Investment Management, Emerging Markets, Financial Modeling, Asset Management, Quantitative Analytics, Research, Valuation, Financial Risk, Securities, Equity Valuation, Financial Markets, Financial Analysis, Financial Services, Due Diligence, Economics, Investment Strategies, Quantitative Finance
Education
Tufts University 1980 — 1984
BS
Saint Charles Preparatory High School 1976 — 1980
Andrew Forman's Putnam Investments Experience 1994 - May 1999
Job
Industry Financial Services
Experience
Lipper September 1995 - Present
Schonfeld Securities November 1999 - September 2004
Putnam Investments 1994 - May 1999
Putnam Investments June 1996 - April 1998
Education
Tulane University - A.B. Freeman School of Business 1991 — 1995
BSM, Marketing & Finance
East Greenwich High School
Lipper September 1995 - Present
Schonfeld Securities November 1999 - September 2004
Putnam Investments 1994 - May 1999
Putnam Investments June 1996 - April 1998
Education
Tulane University - A.B. Freeman School of Business 1991 — 1995
BSM, Marketing & Finance
East Greenwich High School
Timothy Havern's Putnam Investments Experience August 2003 - August 2005
Job Wealth Management Business Development
Industry Financial Services
Experience
Bolvin Wealth Management Group November 2014 - Present
LPL Financial November 2012 - November 2014
RS Funds February 2010 - November 2012
AG Edwards August 2005 - February 2010
G. Edwards & Sons, Inc August 2005 - February 2010
AG Edwards August 2005 - October 2009
Bob Havern State Senate September 2006 - November 2006
Putnam Investments August 2003 - August 2005
Putnam Investments August 2003 - August 2005
Putnam Investments 2003 - 2005
Skills
Sales, Strategic Financial..., Financial Services, Series 7, Series 63, Wealth Management, Market Research, Asset Managment, Mutual Funds, Marketing, Relationship Management, Email Marketing, Investments, Retirement Planning, Direct Marketing, Business Development, Financial Analysis, Salesforce.com, Fixed Annuities, Social Media Marketing, Fixed Income, Asset Management
Education
Tufts University 1999 — 2003
Bachelor's degree
Tufts University 1999 — 2003
Bachelor of Arts
Tufts University 1999 — 2003
Bachelor of Arts
Arlington High 1996 — 1999
Bolvin Wealth Management Group November 2014 - Present
LPL Financial November 2012 - November 2014
RS Funds February 2010 - November 2012
AG Edwards August 2005 - February 2010
G. Edwards & Sons, Inc August 2005 - February 2010
AG Edwards August 2005 - October 2009
Bob Havern State Senate September 2006 - November 2006
Putnam Investments August 2003 - August 2005
Putnam Investments August 2003 - August 2005
Putnam Investments 2003 - 2005
Skills
Sales, Strategic Financial..., Financial Services, Series 7, Series 63, Wealth Management, Market Research, Asset Managment, Mutual Funds, Marketing, Relationship Management, Email Marketing, Investments, Retirement Planning, Direct Marketing, Business Development, Financial Analysis, Salesforce.com, Fixed Annuities, Social Media Marketing, Fixed Income, Asset Management
Education
Tufts University 1999 — 2003
Bachelor's degree
Tufts University 1999 — 2003
Bachelor of Arts
Tufts University 1999 — 2003
Bachelor of Arts
Arlington High 1996 — 1999
Colleen Standish's Putnam Investments Experience November 2007 - February 2009
Job Senior Fixed Income Marketing Associate at Jennison Associates
Industry Financial Services
Experience
Jennison Associates January 2012 - Present
Jennison Associates May 2009 - January 2012
Putnam Investments November 2007 - February 2009
Putnam Investments August 2007 - November 2007
Nuance Communications June 2006 - September 2006
Education
Union College 2003 — 2007
Bachelor's Degree, History, Economics, Psychology
Jennison Associates January 2012 - Present
Jennison Associates May 2009 - January 2012
Putnam Investments November 2007 - February 2009
Putnam Investments August 2007 - November 2007
Nuance Communications June 2006 - September 2006
Education
Union College 2003 — 2007
Bachelor's Degree, History, Economics, Psychology
Marcia Bock's Putnam Investments Experience 2001 - 2002
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Affymetrix 2011 - Present
Affymetrix 2008 - 2011
The David Project 2004 - 2006
The Boston Institute for Arts Therapy 2003 - 2003
Putnam Investments 2001 - 2002
The Boston Group 1998 - 2001
Skills
Marketing Communications, Advertising, Creative Services, Integrated Marketing, Marketing, Traffic Management, Print Production Process, Print Management, Marketing Strategy, Online Advertising, Media Planning, Media Buying, Product Marketing, Collateral, Creative Writing
Education
University of California, Berkeley
Bachelor's degree, English
Affymetrix 2011 - Present
Affymetrix 2008 - 2011
The David Project 2004 - 2006
The Boston Institute for Arts Therapy 2003 - 2003
Putnam Investments 2001 - 2002
The Boston Group 1998 - 2001
Skills
Marketing Communications, Advertising, Creative Services, Integrated Marketing, Marketing, Traffic Management, Print Production Process, Print Management, Marketing Strategy, Online Advertising, Media Planning, Media Buying, Product Marketing, Collateral, Creative Writing
Education
University of California, Berkeley
Bachelor's degree, English
Kevin Mac Dermott's Putnam Investments Experience 2001 - 2004
Job Lead Systems Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management November 2014 - Present
Fidelity Investments October 2011 - September 2014
GMO January 2006 - October 2011
Ajilon August 2001 - January 2006
Wellington Management 2004 - 2006
Putnam Investments 2001 - 2004
Skills
Product Management, Agile Project Management, Agile Methodologies, Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Business Requirements, SQL, IT Strategy, Process Improvement, Analysis, Project Management, Databases, Software Project..., Vendor Management, Financial Services, Scrum, Team Building, Equities, Data Analysis, Business Intelligence, Risk Management, Agile, Visio, Program Management, Business Process..., User Acceptance Testing, Quality Assurance, Integration, PMO
Education
University College Dublin
B.Comm, Banking and Finance
Gonzaga College Dublin 1975 — 1985
Wellington Management November 2014 - Present
Fidelity Investments October 2011 - September 2014
GMO January 2006 - October 2011
Ajilon August 2001 - January 2006
Wellington Management 2004 - 2006
Putnam Investments 2001 - 2004
Skills
Product Management, Agile Project Management, Agile Methodologies, Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Business Requirements, SQL, IT Strategy, Process Improvement, Analysis, Project Management, Databases, Software Project..., Vendor Management, Financial Services, Scrum, Team Building, Equities, Data Analysis, Business Intelligence, Risk Management, Agile, Visio, Program Management, Business Process..., User Acceptance Testing, Quality Assurance, Integration, PMO
Education
University College Dublin
B.Comm, Banking and Finance
Gonzaga College Dublin 1975 — 1985
Margaret Buckley's Putnam Investments Experience September 1992 - January 2005
Job Finance Director at Mercer
Industry Financial Services
Experience
Mercer April 2009 - Present
Putnam Investments September 1992 - January 2005
Skills
401k
Education
University of California, Santa Barbara 1982 — 1986
Mercer April 2009 - Present
Putnam Investments September 1992 - January 2005
Skills
401k
Education
University of California, Santa Barbara 1982 — 1986
Francisco Hernandez's Putnam Investments Experience September 1990 - Present
Job Director of Database, Storage Engineering
Industry Financial Services
Experience
Putnam Investments September 1990 - Present
Putnam Investments 1990 - 2010
Skills
SDLC, Data Warehousing, Business Analysis, Financial Services, Vendor Management, Business Intelligence, Analytics, Fixed Income, Mutual Funds, Equities, Unix, SQL, Software Development, CRM, Disaster Recovery
Education
University of Massachusetts Boston 1982 — 1987
BS College of Management
Universidad Central de Venezuela 1979 — 1981
Statistics
Putnam Investments September 1990 - Present
Putnam Investments 1990 - 2010
Skills
SDLC, Data Warehousing, Business Analysis, Financial Services, Vendor Management, Business Intelligence, Analytics, Fixed Income, Mutual Funds, Equities, Unix, SQL, Software Development, CRM, Disaster Recovery
Education
University of Massachusetts Boston 1982 — 1987
BS College of Management
Universidad Central de Venezuela 1979 — 1981
Statistics
Sarah Joines's Putnam Investments Experience April 2010 - June 2010
Job Senior Marketing Analyst at Loomis Sayles & Company, L.P.
Industry Investment Management
Experience
Loomis, Sayles & Company December 2012 - Present
Loomis, Sayles & Company June 2010 - November 2012
Putnam Investments April 2010 - June 2010
Putnam Investments November 2007 - April 2010
Putnam Investments June 2006 - November 2007
Education
Union College 1998 — 2002
Loomis, Sayles & Company December 2012 - Present
Loomis, Sayles & Company June 2010 - November 2012
Putnam Investments April 2010 - June 2010
Putnam Investments November 2007 - April 2010
Putnam Investments June 2006 - November 2007
Education
Union College 1998 — 2002
Tara Mangam, PHR's Putnam Investments Experience December 2003 - August 2005
Job Director, Campus Recruiting at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2014 - Present
Deutsche Bank October 2009 - August 2014
Merrill Lynch July 2007 - March 2009
UBS Investment Bank May 2006 - July 2007
Brown Brothers Harriman September 2005 - June 2006
Putnam Investments December 2003 - August 2005
Education
University of Colorado Boulder 1997 — 2001
Guggenheim Partners August 2014 - Present
Deutsche Bank October 2009 - August 2014
Merrill Lynch July 2007 - March 2009
UBS Investment Bank May 2006 - July 2007
Brown Brothers Harriman September 2005 - June 2006
Putnam Investments December 2003 - August 2005
Education
University of Colorado Boulder 1997 — 2001
David Elwell, CFA's Putnam Investments Experience November 1994 - November 1998
Job Senior Director at Sun Life Capital Advisers
Industry Investment Management
Experience
Sun Life Capital Advisers November 2007 - Present
Columbia Management November 1998 - November 2007
Putnam Investments November 1994 - November 1998
Skills
Alternative Investments, Fixed Income, Mining, Mutual Funds, Investments, Bloomberg, Investment Management, Hedge Funds, Asset Allocation, Investment Strategies, Bonds, Portfolio Management, Asset Management, Equity Research, Fixed Income Analysis, Credit Derivatives, Capital Markets, Equities
Education
University of Denver 1990 — 1994
Holderness 1986 — 1990
Sun Life Capital Advisers November 2007 - Present
Columbia Management November 1998 - November 2007
Putnam Investments November 1994 - November 1998
Skills
Alternative Investments, Fixed Income, Mining, Mutual Funds, Investments, Bloomberg, Investment Management, Hedge Funds, Asset Allocation, Investment Strategies, Bonds, Portfolio Management, Asset Management, Equity Research, Fixed Income Analysis, Credit Derivatives, Capital Markets, Equities
Education
University of Denver 1990 — 1994
Holderness 1986 — 1990
Dvir Levy's Putnam Investments Experience March 2013 - Present
Job Senior Regional Marketing Director at Putnam Investments
Industry Financial Services
Experience
Putnam Investments March 2013 - Present
Wells Real Estate Funds January 2011 - March 2013
The Hartford November 2003 - December 2010
Education
University of Arizona 1993 — 1997
Putnam Investments March 2013 - Present
Wells Real Estate Funds January 2011 - March 2013
The Hartford November 2003 - December 2010
Education
University of Arizona 1993 — 1997
Suzanne Donahue's Putnam Investments Experience 2000 - 2004
Job Sr. Comm. Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines 2004 - Present
Putnam Investments 2000 - 2004
State Street Bank 1998 - 2000
Brown Brothers Harriman 1994 - 1998
Education
Union College 1990 — 1994
Financial Engines 2004 - Present
Putnam Investments 2000 - 2004
State Street Bank 1998 - 2000
Brown Brothers Harriman 1994 - 1998
Education
Union College 1990 — 1994
Corey Suchocki's Putnam Investments Experience May 2011 - Present
Job Regional Marketing Director
Industry Financial Services
Experience
Putnam Investments May 2011 - Present
Putnam Investments August 2005 - May 2011
University of Dayton October 2001 - May 2006
Skills
Series 63, Series 6, Series 7, Mutual Funds, Series 65, Separately Managed..., Alternative Investments, Asset Allocation, Investments, FINRA, Retirement Planning, Wealth Management, Retirement, 401k
Education
University of Dayton 2001 — 2005
BS, Finance
Nouvel Catholic Central
Putnam Investments May 2011 - Present
Putnam Investments August 2005 - May 2011
University of Dayton October 2001 - May 2006
Skills
Series 63, Series 6, Series 7, Mutual Funds, Series 65, Separately Managed..., Alternative Investments, Asset Allocation, Investments, FINRA, Retirement Planning, Wealth Management, Retirement, 401k
Education
University of Dayton 2001 — 2005
BS, Finance
Nouvel Catholic Central
Sean Howley's Putnam Investments Experience 2001 - 2007
Job Partner
Industry Investment Management
Experience
Artisan Partners March 2007 - Present
Putnam Investments 2001 - 2007
Pioneer Investments March 1999 - April 2001
Irish Life Investment Managers July 1995 - March 1999
Bank of Ireland 1985 - 1994
Skills
Alternative Investments, Equities, Hedge Funds, Portfolio Management, Business Development, Investment Management, Asset Management, Asset Allocation, Mutual Funds, Investment Strategies, Investments, Fixed Income, Equity Research, Bloomberg, Capital Markets, Management, Securities
Education
University of California, Berkeley - Walter A. Haas School of Business 1992 — 1994
MBA
University College Dublin 1982 — 1985
BComm
Blackrock College
Artisan Partners March 2007 - Present
Putnam Investments 2001 - 2007
Pioneer Investments March 1999 - April 2001
Irish Life Investment Managers July 1995 - March 1999
Bank of Ireland 1985 - 1994
Skills
Alternative Investments, Equities, Hedge Funds, Portfolio Management, Business Development, Investment Management, Asset Management, Asset Allocation, Mutual Funds, Investment Strategies, Investments, Fixed Income, Equity Research, Bloomberg, Capital Markets, Management, Securities
Education
University of California, Berkeley - Walter A. Haas School of Business 1992 — 1994
MBA
University College Dublin 1982 — 1985
BComm
Blackrock College
Amy Brauner's Putnam Investments Experience January 2001 - March 2003
Job Officer, Major Gifts Program at American Red Cross
Industry Nonprofit Organization Management
Experience
American Red Cross October 2013 - Present
International Relief and Development October 2010 - October 2013
Strategic Fixed Income March 2008 - August 2010
American Astronomical Society October 2006 - January 2008
Robert Half International May 2005 - January 2006
Raymond James Financial August 2003 - April 2005
Putnam Investments January 2001 - March 2003
Skills
Fundraising, Event Planning, Marketing Communications, Budgets, Social Media, Community Outreach, Proposal Writing, Marketing, Nonprofits, Donor Engagement, Corporate Events, Donor Research, Donor Development, Volunteer Management, Newsletters, Management, International Relations, Community Development, Grants, Policy
Education
University of Florida 1995 — 1999
Bachelor's of Science, Health & Human Performance
American Red Cross October 2013 - Present
International Relief and Development October 2010 - October 2013
Strategic Fixed Income March 2008 - August 2010
American Astronomical Society October 2006 - January 2008
Robert Half International May 2005 - January 2006
Raymond James Financial August 2003 - April 2005
Putnam Investments January 2001 - March 2003
Skills
Fundraising, Event Planning, Marketing Communications, Budgets, Social Media, Community Outreach, Proposal Writing, Marketing, Nonprofits, Donor Engagement, Corporate Events, Donor Research, Donor Development, Volunteer Management, Newsletters, Management, International Relations, Community Development, Grants, Policy
Education
University of Florida 1995 — 1999
Bachelor's of Science, Health & Human Performance
Paula McDougall's Putnam Investments Experience December 2000 - February 2009
Job Senior Operations/Service Manager
Industry Financial Services
Experience
Putnam Investments December 2000 - February 2009
Scudder Kemper Investments 1993 - 1999
Scudder Investments 1993 - 1999
Skills
Sales, Mutual Funds, Series 63, Relationship Management, Financial Services, Series 7, Securities, Customer Service, Asset Managment, Asset Allocation, Investments, Equities, Risk Management, Asset Management, Fixed Income, Wealth Management
Education
Tufts University 1977 — 1981
Putnam Investments December 2000 - February 2009
Scudder Kemper Investments 1993 - 1999
Scudder Investments 1993 - 1999
Skills
Sales, Mutual Funds, Series 63, Relationship Management, Financial Services, Series 7, Securities, Customer Service, Asset Managment, Asset Allocation, Investments, Equities, Risk Management, Asset Management, Fixed Income, Wealth Management
Education
Tufts University 1977 — 1981
Robert Madore's Putnam Investments Experience 1992 - 2001
Job VP and Portfolio Manager at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price July 2001 - Present
Putnam Investments 1992 - 2001
Fiduciary Capital Management 1987 - 1992
Skills
Mutual Funds, Investments, Asset Managment, Fixed Income, 401k, Investment Strategies, Retirement, Portfolio Management, Investment Management, Institutional Investors, Institutional..., Investment Advisory, Trading, Asset Management, Funding, Equities, Securities, Financial Markets, Pensions, Retirement Planning, Bloomberg, Asset Allocation, Capital Markets, Wealth Management, Bonds
Education
The University of Connecticut 1976 — 1980
Bachelor of Arts (B.A.)
T. Rowe Price July 2001 - Present
Putnam Investments 1992 - 2001
Fiduciary Capital Management 1987 - 1992
Skills
Mutual Funds, Investments, Asset Managment, Fixed Income, 401k, Investment Strategies, Retirement, Portfolio Management, Investment Management, Institutional Investors, Institutional..., Investment Advisory, Trading, Asset Management, Funding, Equities, Securities, Financial Markets, Pensions, Retirement Planning, Bloomberg, Asset Allocation, Capital Markets, Wealth Management, Bonds
Education
The University of Connecticut 1976 — 1980
Bachelor of Arts (B.A.)
Chad Borden CIMA®'s Putnam Investments Experience March 2003 - Present
Job Sr. Regional Marketing Director at Putnam Investments
Industry Financial Services
Experience
Putnam Investments March 2003 - Present
Putnam Investments March 2001 - March 2003
Putnam Investments September 1997 - March 2001
Pioneer Investments September 1995 - September 1997
Skills
Series 6, Series 7, Mutual Funds, Series 63, Series 65, Asset Allocation, Alternative Investments, Retirement, FINRA, Wealth Management, Investments, Retirement Planning
Education
Union College 1991 — 1995
BA, History Economics
Duxbury High School 1987 — 1991
NA
Putnam Investments March 2003 - Present
Putnam Investments March 2001 - March 2003
Putnam Investments September 1997 - March 2001
Pioneer Investments September 1995 - September 1997
Skills
Series 6, Series 7, Mutual Funds, Series 63, Series 65, Asset Allocation, Alternative Investments, Retirement, FINRA, Wealth Management, Investments, Retirement Planning
Education
Union College 1991 — 1995
BA, History Economics
Duxbury High School 1987 — 1991
NA
Brook Dane's Putnam Investments Experience 1995 - March 2010
Job Goldman Sachs Asset Management, Value team
Industry Financial Services
Experience
Goldman Sachs Asset Management April 2010 - Present
Putnam Investments 1995 - March 2010
Education
University of California, Berkeley, Haas School of Business 1998 — 2000
Tufts University 1987 — 1991
BA, History
Goldman Sachs Asset Management April 2010 - Present
Putnam Investments 1995 - March 2010
Education
University of California, Berkeley, Haas School of Business 1998 — 2000
Tufts University 1987 — 1991
BA, History
Arthur B. Laffer Jr.'s Putnam Investments Experience January 1992 - July 1997
Job President at Laffer Investments
Industry Financial Services
Experience
Laffer Investments January 1999 - Present
Laffer Associates 1998 - Present
Nicholas Applegate 1997 - 1998
Putnam Investments January 1992 - July 1997
Skills
Investments, Asset Managment, Portfolio Management, Equities, Wealth Management, Alternative Investments, Asset Allocation, Hedge Funds, Mutual Funds, Investment Strategies, Securities, Investment Advisory, Series 63, Equity Research, Investment Management, Bonds, Bloomberg, Series 24, Private Equity, ETFs, Capital Markets, Retirement Planning, Financial Advisory, Trading Systems, Financial Services, Valuation, Venture Capital, Trading, Wealth Management..., Investor Relations, Due Diligence, Retirement, Investment Banking, Emerging Markets, Asset Management, Financial Markets, Options
Education
University of Arizona 1985 — 1989
The Webb School of California 1983 — 1985
Laffer Investments January 1999 - Present
Laffer Associates 1998 - Present
Nicholas Applegate 1997 - 1998
Putnam Investments January 1992 - July 1997
Skills
Investments, Asset Managment, Portfolio Management, Equities, Wealth Management, Alternative Investments, Asset Allocation, Hedge Funds, Mutual Funds, Investment Strategies, Securities, Investment Advisory, Series 63, Equity Research, Investment Management, Bonds, Bloomberg, Series 24, Private Equity, ETFs, Capital Markets, Retirement Planning, Financial Advisory, Trading Systems, Financial Services, Valuation, Venture Capital, Trading, Wealth Management..., Investor Relations, Due Diligence, Retirement, Investment Banking, Emerging Markets, Asset Management, Financial Markets, Options
Education
University of Arizona 1985 — 1989
The Webb School of California 1983 — 1985
John Peetz's Putnam Investments Experience 1999 - 2003
Job Investment professional
Industry Investment Management
Experience
Bel Air Investment Advisors 2013 - 2014
First Pacific Advisors 2007 - 2012
Kayne Anderson Rudnick 2006 - 2007
Wells Capital Management 2004 - 2006
Putnam Investments 1999 - 2003
Skills
Hedge Funds, Investments, Equities, Alternative Investments
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
Yale University 1995 — 1999
BA, Economics
Bel Air Investment Advisors 2013 - 2014
First Pacific Advisors 2007 - 2012
Kayne Anderson Rudnick 2006 - 2007
Wells Capital Management 2004 - 2006
Putnam Investments 1999 - 2003
Skills
Hedge Funds, Investments, Equities, Alternative Investments
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
Yale University 1995 — 1999
BA, Economics
Brian Curtin's Putnam Investments Experience August 1996 - June 2011
Job Senior Relationship Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group June 2011 - Present
Putnam Investments August 1996 - June 2011
Education
Tufts University 2000 — 2004
BA
MassMutual Financial Group June 2011 - Present
Putnam Investments August 1996 - June 2011
Education
Tufts University 2000 — 2004
BA
Jeremy Crean's Putnam Investments Experience June 2011 - Present
Job Senior Financial Editor at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2011 - Present
Wellington Management November 2007 - June 2011
Putnam Investments 2001 - 2007
Skills
Mutual Funds, White Papers, Investor Relations, Content Management, Editing, Marketing Communications, Financial Services, Thought Leadership, Corporate Communications, Social Media, Blogging, Investments, Internal Communications, Strategic Communications, Social Media Marketing, Proofreading
Education
University of California, Berkeley 1994 — 2001
PhD, English
University of Rochester 1989 — 1993
BA, English and Russian
Putnam Investments June 2011 - Present
Wellington Management November 2007 - June 2011
Putnam Investments 2001 - 2007
Skills
Mutual Funds, White Papers, Investor Relations, Content Management, Editing, Marketing Communications, Financial Services, Thought Leadership, Corporate Communications, Social Media, Blogging, Investments, Internal Communications, Strategic Communications, Social Media Marketing, Proofreading
Education
University of California, Berkeley 1994 — 2001
PhD, English
University of Rochester 1989 — 1993
BA, English and Russian
Daphne Luna's Putnam Investments Experience January 1997 - December 2009
Job AVP Operations at Putnam Investments
Industry Investment Management
Experience
Putnam Investments January 1997 - December 2009
Education
University of California, Berkeley
BA, Social Sciences
Putnam Investments January 1997 - December 2009
Education
University of California, Berkeley
BA, Social Sciences
Andrew Bois's Putnam Investments Experience September 2010 - June 2012
Job Investment Consultant at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management June 2012 - Present
Putnam Investments September 2010 - June 2012
Carpe Diem Sales & Marketing August 2008 - September 2010
New England Patriots 2007 - 2008
Skills
Marketing Strategy, Salesforce.com, Sales, Customer Service, Marketing, PowerPoint, Email Marketing, Social Media Marketing, Account Management, Direct Marketing, Microsoft Excel, Social Media, Microsoft Word
Education
University of Central Florida - College of Business Administration 2004 — 2008
BSBA, Marketing
Kennebunk High School 2000 — 2004
Natixis Global Asset Management June 2012 - Present
Putnam Investments September 2010 - June 2012
Carpe Diem Sales & Marketing August 2008 - September 2010
New England Patriots 2007 - 2008
Skills
Marketing Strategy, Salesforce.com, Sales, Customer Service, Marketing, PowerPoint, Email Marketing, Social Media Marketing, Account Management, Direct Marketing, Microsoft Excel, Social Media, Microsoft Word
Education
University of Central Florida - College of Business Administration 2004 — 2008
BSBA, Marketing
Kennebunk High School 2000 — 2004
David Mullin's Putnam Investments Experience 1996 - 1998
Job Co Founder at Wunderverse Interactive, LLC.
Industry Computer Games
Experience
Wunderverse Interactive, LLC. May 2014 - Present
Blue Rocket Inc. July 2013 - Present
David Mullin Photography August 2012 - August 2014
Sequence September 2011 - June 2012
iCrossing October 2006 - March 2012
Proxicom February 1999 - November 2001
Arensmeyer Communications Inc. August 1998 - February 1999
Putnam Investments 1996 - 1998
Mercer Management Consulting 1993 - 1994
Skills
Information Architecture, User Experience, SEO, jQuery, HTML 5, Github, CSS3, JavaScript, Front-end, CSS, HTML5, CMS, Website Development, E-commerce
Education
University of California, Davis 1987 — 1991
B.A., Psychology and History
Monte Vista High School 1982 — 1986
Wunderverse Interactive, LLC. May 2014 - Present
Blue Rocket Inc. July 2013 - Present
David Mullin Photography August 2012 - August 2014
Sequence September 2011 - June 2012
iCrossing October 2006 - March 2012
Proxicom February 1999 - November 2001
Arensmeyer Communications Inc. August 1998 - February 1999
Putnam Investments 1996 - 1998
Mercer Management Consulting 1993 - 1994
Skills
Information Architecture, User Experience, SEO, jQuery, HTML 5, Github, CSS3, JavaScript, Front-end, CSS, HTML5, CMS, Website Development, E-commerce
Education
University of California, Davis 1987 — 1991
B.A., Psychology and History
Monte Vista High School 1982 — 1986
Emilie Leahy's Putnam Investments Experience 2001 - 2004
Job Presentations Manager at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles 2007 - Present
Natixis Global Associates 2004 - 2006
Putnam Investments 2001 - 2004
Education
University of Arizona 1996 — 2000
MHS
Loomis Sayles 2007 - Present
Natixis Global Associates 2004 - 2006
Putnam Investments 2001 - 2004
Education
University of Arizona 1996 — 2000
MHS
Jason Alicea's Putnam Investments Experience February 2000 - December 2002
Job Regional Vice President, Divisional Sales DirectorExternal Wholesaler Annuities at Protective Life
Industry Financial Services
Experience
Protective Life November 2010 - Present
Ohio National Financial Services October 2007 - October 2010
SunAmerica Financial Group April 2005 - September 2007
The Hartford December 2002 - December 2004
Putnam Investments February 2000 - December 2002
Bee & Associates, Inc. August 1997 - February 2000
Skills
Variable Annuities, Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, Public Seminars, Public Speaking, Series 7, Series 63, Series 6, Life & Health Insurance..., CRC Designation..., Multi-State Territory...
Education
University of Colorado Denver 1994 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance, General, 3.2
Protective Life November 2010 - Present
Ohio National Financial Services October 2007 - October 2010
SunAmerica Financial Group April 2005 - September 2007
The Hartford December 2002 - December 2004
Putnam Investments February 2000 - December 2002
Bee & Associates, Inc. August 1997 - February 2000
Skills
Variable Annuities, Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, Public Seminars, Public Speaking, Series 7, Series 63, Series 6, Life & Health Insurance..., CRC Designation..., Multi-State Territory...
Education
University of Colorado Denver 1994 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance, General, 3.2
DJ Caristi's Putnam Investments Experience 1990 - 1998
Job Vice President Head of Business Integration at Wells Fargo Funds Management, LLC
Industry Financial Services
Experience
Wells Fargo Funds Management, LLC July 2009 - Present
Evergreen Investments September 2007 - August 2010
Evergreen Investments November 2005 - September 2007
Pioneer Investments December 1999 - November 2005
Chase Global Funds Services 1998 - 1999
Putnam Investments 1990 - 1998
Education
Union College 1986 — 1990
BA, Managerial Economics
Wells Fargo Funds Management, LLC July 2009 - Present
Evergreen Investments September 2007 - August 2010
Evergreen Investments November 2005 - September 2007
Pioneer Investments December 1999 - November 2005
Chase Global Funds Services 1998 - 1999
Putnam Investments 1990 - 1998
Education
Union College 1986 — 1990
BA, Managerial Economics
Chris Olson, CIMA's Putnam Investments Experience January 2000 - November 2004
Job Executive Director at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management 2005 - Present
Putnam Investments January 2000 - November 2004
Education
University of California, Berkeley - Walter A. Haas School of Business
CIMA
Regents College
Bachelor of Science (B.S.)
University of Minnesota-Twin Cities
Bachelor of Science (B.S.)
J.P. Morgan Asset Management 2005 - Present
Putnam Investments January 2000 - November 2004
Education
University of California, Berkeley - Walter A. Haas School of Business
CIMA
Regents College
Bachelor of Science (B.S.)
University of Minnesota-Twin Cities
Bachelor of Science (B.S.)
Rob Schoen's Putnam Investments Experience June 1997 - Present
Job CoHead of Global Asset Allocation at Putnam Investments
Industry Investment Management
Experience
Putnam Investments June 1997 - Present
Schoen Timing Strategies 1992 - 1996
Signalert Corporation 1989 - 1992
Skills
Portfolio Management, Trading Strategies, Global Macro, Risk Analysis, Institutional Marketing, Product Design, Risk Parity, Low Volatility Equity, Quantitative Equity, Thematic Investing, Matlab, Risk Models, Machine Learning, Data Mining
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
M.B.A., Finance & Statistics
Tufts University 1985 — 1989
B.A., Psychology / Philosophy / Cognitive Science
Putnam Investments June 1997 - Present
Schoen Timing Strategies 1992 - 1996
Signalert Corporation 1989 - 1992
Skills
Portfolio Management, Trading Strategies, Global Macro, Risk Analysis, Institutional Marketing, Product Design, Risk Parity, Low Volatility Equity, Quantitative Equity, Thematic Investing, Matlab, Risk Models, Machine Learning, Data Mining
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
M.B.A., Finance & Statistics
Tufts University 1985 — 1989
B.A., Psychology / Philosophy / Cognitive Science
Bill Landes's Putnam Investments Experience December 1985 - January 2004
Job Deputy Head Of Global MultiAsset Investment Solutions at Columbia Management
Industry Investment Management
Experience
Columbia Management June 2014 - Present
Gottex Fund Management June 2012 - Present
Gottex Fund Management 2004 - 2008
Putnam Investments December 1985 - January 2004
Skills
Asset Allocation, Management, Alternative Investments, Hedge Funds, Equities, Fixed Income, Portfolio Management, Asset Management, Investments, Currency, Securities, Mutual Funds
Education
University of Cincinnati College of Business 1976 — 1981
Ph.D., Finance
Columbia Management June 2014 - Present
Gottex Fund Management June 2012 - Present
Gottex Fund Management 2004 - 2008
Putnam Investments December 1985 - January 2004
Skills
Asset Allocation, Management, Alternative Investments, Hedge Funds, Equities, Fixed Income, Portfolio Management, Asset Management, Investments, Currency, Securities, Mutual Funds
Education
University of Cincinnati College of Business 1976 — 1981
Ph.D., Finance
Jeanne Mockard, CFA's Putnam Investments Experience 1985 - 2008
Job Director at JLM Capital and Consulting
Industry Financial Services
Experience
Gottex Fund Management May 2010 - Present
JLM Capital and Consulting January 2010 - Present
Silent Spring Institute September 2009 - Present
The Bryn Mawr School January 2006 - Present
Greenplum 2012 - 2013
Putnam Investments 1985 - 2008
Putnam Investments, Boston, MA 1985 - 2008
Skills
Mutual Funds, Equities, Investments, Portfolio Management, Management, Alternative Investments, Asset Management, Valuation, Hedge Funds, Private Equity, Fixed Income, Asset Allocation, Strategy, Risk Management, Due Diligence, Financial Modeling, Strategic Planning
Education
University of Virginia - Darden Graduate School of Business Administration 1988 — 1990
MBA, FInance
Tufts University 1981 — 1985
BS, cum laude, Math and Latin
Gottex Fund Management May 2010 - Present
JLM Capital and Consulting January 2010 - Present
Silent Spring Institute September 2009 - Present
The Bryn Mawr School January 2006 - Present
Greenplum 2012 - 2013
Putnam Investments 1985 - 2008
Putnam Investments, Boston, MA 1985 - 2008
Skills
Mutual Funds, Equities, Investments, Portfolio Management, Management, Alternative Investments, Asset Management, Valuation, Hedge Funds, Private Equity, Fixed Income, Asset Allocation, Strategy, Risk Management, Due Diligence, Financial Modeling, Strategic Planning
Education
University of Virginia - Darden Graduate School of Business Administration 1988 — 1990
MBA, FInance
Tufts University 1981 — 1985
BS, cum laude, Math and Latin
Maria DiMare's Putnam Investments Experience 2003 - 2005
Job Senior Trust Accountant at Northeast Retirement Services
Industry Financial Services
Experience
Northeast Retirement Services 2011 - Present
Tufts University 2009 - 2010
BNY Mellon Asset Servicing 2005 - 2009
Putnam Investments 2003 - 2005
Putnam Investments 1998 - 2003
Skills
Microsoft Office, Accounting, Investments
Education
Tufts University
Bachelor of Science, Mathematics
Northeast Retirement Services 2011 - Present
Tufts University 2009 - 2010
BNY Mellon Asset Servicing 2005 - 2009
Putnam Investments 2003 - 2005
Putnam Investments 1998 - 2003
Skills
Microsoft Office, Accounting, Investments
Education
Tufts University
Bachelor of Science, Mathematics
Michele Knowlton's Putnam Investments Experience May 1994 - March 2004
Job Portfolio Data Manager at StillPoint Holdings
Industry Financial Services
Experience
StillPoint Holdings January 2013 - Present
FamilyViewed.com January 2011 - December 2012
Open Finance Network November 2004 - March 2012
Putnam Investments May 1994 - March 2004
The Boston Company 1987 - 1994
State Street 1984 - 1987
Skills
Mutual Funds, Alternative Investments, Asset Managment, Investments, Portfolio Management, Investment Strategies, Management, Securities, Bloomberg, Accounting, Leadership, Entrepreneurship, Asset Management, Equities, Financial Services, Series 7, Financial Analysis
Education
University of Arizona 1977 — 1984
BS, Finance
University of Arizona 1977 — 1983
StillPoint Holdings January 2013 - Present
FamilyViewed.com January 2011 - December 2012
Open Finance Network November 2004 - March 2012
Putnam Investments May 1994 - March 2004
The Boston Company 1987 - 1994
State Street 1984 - 1987
Skills
Mutual Funds, Alternative Investments, Asset Managment, Investments, Portfolio Management, Investment Strategies, Management, Securities, Bloomberg, Accounting, Leadership, Entrepreneurship, Asset Management, Equities, Financial Services, Series 7, Financial Analysis
Education
University of Arizona 1977 — 1984
BS, Finance
University of Arizona 1977 — 1983
Lauren B. Steinberg's Putnam Investments Experience 1993 - 2000
Job Communications Strategist, Mega Market, Retirement Plan Services
Industry Financial Services
Experience
EMPOWER Retirement (formerly J.P. Morgan Retirement Plan Services) October 2012 - Present
J.P. Morgan October 2012 - September 2014
State Street Global Advisors 2010 - 2011
Citizens Financial Group 2009 - 2010
Bank of America 2003 - 2009
Charles Schwab 2000 - 2002
Putnam Investments 1993 - 2000
Skills
Series 6, Series 63, Series 7, Relationship Management, Strategic Communications, 401k, Wealth Management..., Public Speaking, Retirement, Financial Services, Mutual Funds, Banking, Retirement Planning, Wealth Management
Education
Danvers High School
Tufts University
Bachelor of Arts (BA)
EMPOWER Retirement (formerly J.P. Morgan Retirement Plan Services) October 2012 - Present
J.P. Morgan October 2012 - September 2014
State Street Global Advisors 2010 - 2011
Citizens Financial Group 2009 - 2010
Bank of America 2003 - 2009
Charles Schwab 2000 - 2002
Putnam Investments 1993 - 2000
Skills
Series 6, Series 63, Series 7, Relationship Management, Strategic Communications, 401k, Wealth Management..., Public Speaking, Retirement, Financial Services, Mutual Funds, Banking, Retirement Planning, Wealth Management
Education
Danvers High School
Tufts University
Bachelor of Arts (BA)
Sue Rim, CFA's Putnam Investments Experience July 2007 - May 2010
Job Senior Portfolio Analyst at Google
Industry Investment Management
Experience
Google June 2010 - Present
Putnam Investments July 2007 - May 2010
Morningstar June 2006 - August 2006
Skills
Fixed Income, Investments, Portfolio Management, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Asset Management, Capital Markets
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
Wellesley College 2003 — 2007
B.A. degree
University College London, U. of London 2006 — 2006
Affiliate Student
Google June 2010 - Present
Putnam Investments July 2007 - May 2010
Morningstar June 2006 - August 2006
Skills
Fixed Income, Investments, Portfolio Management, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Asset Management, Capital Markets
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
Wellesley College 2003 — 2007
B.A. degree
University College London, U. of London 2006 — 2006
Affiliate Student
Joanne Mcintosh's Putnam Investments Experience September 1994 - August 1999
Job Senior Analyst at Loomis Sayles LP
Industry Investment Management
Experience
Loomis Sayles September 1999 - Present
Loomis Sayles LP September 1999 - Present
Putnam Investments September 1994 - August 1999
Mark IV Industries September 1991 - July 1993
Marine Midland Bank July 1990 - September 1991
Education
State University of New York at Buffalo 1986 — 1990
BS, Business Administration/Concentration in Finance
Boston University
MBA, Finance
Boston University
Masters in Business Administration, Finance
Loomis Sayles September 1999 - Present
Loomis Sayles LP September 1999 - Present
Putnam Investments September 1994 - August 1999
Mark IV Industries September 1991 - July 1993
Marine Midland Bank July 1990 - September 1991
Education
State University of New York at Buffalo 1986 — 1990
BS, Business Administration/Concentration in Finance
Boston University
MBA, Finance
Boston University
Masters in Business Administration, Finance
Sanjay Ramamurthy's Putnam Investments Experience UNIX Systems ProgrammerRensselaer Polytechnic Institute1991 - 1996
Job Assistant Vice President at Putnam Investments
Industry Financial Services
Experience
Putnam Investments UNIX Systems ProgrammerRensselaer Polytechnic Institute1991 - 1996
Rensselaer Polytechnic Institute 1991 - 1996
Education
The University of Connecticut
Putnam Investments UNIX Systems ProgrammerRensselaer Polytechnic Institute1991 - 1996
Rensselaer Polytechnic Institute 1991 - 1996
Education
The University of Connecticut
Ashley Chan's Putnam Investments Experience November 2007 - April 2014
Job Associate, Executive Office at Goldman Sachs
Industry Writing and Editing
Experience
Goldman Sachs April 2014 - Present
Putnam Investments November 2007 - April 2014
Putnam Investments June 2006 - November 2007
Skills
Editing, Marketing Strategy, Social Media, Blogging, Copy Editing
Education
Tufts University 2002 — 2006
B.A., International Relations
Goldman Sachs April 2014 - Present
Putnam Investments November 2007 - April 2014
Putnam Investments June 2006 - November 2007
Skills
Editing, Marketing Strategy, Social Media, Blogging, Copy Editing
Education
Tufts University 2002 — 2006
B.A., International Relations
Don Rumery's Putnam Investments Experience August 1980 - February 1990
Job Treasurer/CFO of AMG Funds
Industry Financial Services
Experience
AMG Funds December 1994 - Present
The Managers Funds December 1994 - April 2014
Signature Financial Group 1990 - 1994
Putnam Investments August 1980 - February 1990
Skills
Mutual Funds, Investments, Asset Management, Fund Accounting, Hedge Funds, Separately Managed..., Securities, Series 7, Portfolio Management, Alternative Investments, Equities, Asset Managment, Financial Services, Financial Analysis, Investment Management, ETFs, Asset Allocation, Fixed Income
Education
The University of Connecticut 1976 — 1980
BS, Accounting
AMG Funds December 1994 - Present
The Managers Funds December 1994 - April 2014
Signature Financial Group 1990 - 1994
Putnam Investments August 1980 - February 1990
Skills
Mutual Funds, Investments, Asset Management, Fund Accounting, Hedge Funds, Separately Managed..., Securities, Series 7, Portfolio Management, Alternative Investments, Equities, Asset Managment, Financial Services, Financial Analysis, Investment Management, ETFs, Asset Allocation, Fixed Income
Education
The University of Connecticut 1976 — 1980
BS, Accounting
Nigel Hart's Putnam Investments Experience 1997 - 2000
Job Investment Fund
Industry Financial Services
Experience
BlackRock June 2012 - December 2014
ReachCapital LP September 2000 - June 2012
Putnam Investments 1997 - 2000
Hill Samuel Investment Adviser 1991 - 1997
Commercial Union Asset Management 1989 - 1991
Skills
Alternative Investments, Hedge Funds, Equities, Investments, Asset Management, Portfolio Management, Asset Managment, Valuation, Mutual Funds, Capital Markets, Trading, Bloomberg, Fixed Income, Investment Banking, Financial Modeling, Equity Research, Financial Markets, Private Equity, Securities, Emerging Markets, Investment Strategies, Investment Management
Education
Chartered Financial Analyst 1994 — 1994
University of East Anglia 1986 — 1989
BA (hons), Economics
BlackRock June 2012 - December 2014
ReachCapital LP September 2000 - June 2012
Putnam Investments 1997 - 2000
Hill Samuel Investment Adviser 1991 - 1997
Commercial Union Asset Management 1989 - 1991
Skills
Alternative Investments, Hedge Funds, Equities, Investments, Asset Management, Portfolio Management, Asset Managment, Valuation, Mutual Funds, Capital Markets, Trading, Bloomberg, Fixed Income, Investment Banking, Financial Modeling, Equity Research, Financial Markets, Private Equity, Securities, Emerging Markets, Investment Strategies, Investment Management
Education
Chartered Financial Analyst 1994 — 1994
University of East Anglia 1986 — 1989
BA (hons), Economics
Erin Plows Doyle's Putnam Investments Experience May 1997 - January 1998
Job ERISA Attorney
Industry Financial Services
Experience
ADP April 2012 - Present
Sentinel Benefits & Financial Group July 2011 - April 2012
Bank of Ireland Securities Services May 2001 - December 2004
Zurich Scudder Investments April 2000 - April 2001
John Hancock Signature Services June 1999 - April 2000
ARTHUR ANDERSEN LLP January 1998 - June 1999
Putnam Investments May 1997 - January 1998
Putnam Investments September 1995 - May 1997
Skills
ERISA, Financial Services, 401k, Mutual Funds, Retirement, Program Management, Securities, Asset Management, Employee Benefits, Retirement Planning, Pensions, Series 63, Equities
Education
Widener University School of Law 1992 — 1995
JD, Law
University of Delaware 1988 — 1992
BS, Criminal Justice
ADP April 2012 - Present
Sentinel Benefits & Financial Group July 2011 - April 2012
Bank of Ireland Securities Services May 2001 - December 2004
Zurich Scudder Investments April 2000 - April 2001
John Hancock Signature Services June 1999 - April 2000
ARTHUR ANDERSEN LLP January 1998 - June 1999
Putnam Investments May 1997 - January 1998
Putnam Investments September 1995 - May 1997
Skills
ERISA, Financial Services, 401k, Mutual Funds, Retirement, Program Management, Securities, Asset Management, Employee Benefits, Retirement Planning, Pensions, Series 63, Equities
Education
Widener University School of Law 1992 — 1995
JD, Law
University of Delaware 1988 — 1992
BS, Criminal Justice
Jeffrey Lees's Putnam Investments Experience November 2005 - January 2007
Job Foreign Exchange & Global Operations Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Fidelity Investments August 2010 - October 2013
State Street January 2007 - August 2010
Putnam Investments November 2005 - January 2007
TD Bank June 2004 - November 2005
Skills
Equities, Mutual Funds, Securities, Asset Managment, Financial Services, Bloomberg, Process Improvement, Banking, Relationship Management, Bonds, Derivatives, Investments, Trading
Education
University of Connecticut 2000 — 2004
BA, Economics
LHS
Fidelity Investments October 2013 - Present
Fidelity Investments August 2010 - October 2013
State Street January 2007 - August 2010
Putnam Investments November 2005 - January 2007
TD Bank June 2004 - November 2005
Skills
Equities, Mutual Funds, Securities, Asset Managment, Financial Services, Bloomberg, Process Improvement, Banking, Relationship Management, Bonds, Derivatives, Investments, Trading
Education
University of Connecticut 2000 — 2004
BA, Economics
LHS
Anna Varvak's Putnam Investments Experience July 2000 - September 2003
Job Lead Business Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management June 2004 - Present
Putnam Investments July 2000 - September 2003
BARRA October 1998 - June 2000
Leading Market Technologies May 1995 - October 1998
Skills
Fixed Income, Risk Management, Derivatives, Quantitative Analytics, Structured Products, Software Project..., Business Analysis, SDLC, PL/SQL, Intex, Barclays Point
Education
Tufts University 1994 — 1996
Master’s Degree, Economics
Kiev State University 1989 — 1993
Bachelor’s Degree, Mathematics
Wellington Management June 2004 - Present
Putnam Investments July 2000 - September 2003
BARRA October 1998 - June 2000
Leading Market Technologies May 1995 - October 1998
Skills
Fixed Income, Risk Management, Derivatives, Quantitative Analytics, Structured Products, Software Project..., Business Analysis, SDLC, PL/SQL, Intex, Barclays Point
Education
Tufts University 1994 — 1996
Master’s Degree, Economics
Kiev State University 1989 — 1993
Bachelor’s Degree, Mathematics
Brittany Trenchard's Putnam Investments Experience January 2015 - Present
Job Administrative Supervisor and Executive Assistant, Putnam Global Institutional Management
Industry Investment Management
Experience
Putnam Investments January 2015 - Present
Putnam Investments September 2013 - January 2015
Putnam Investments September 2012 - September 2013
Putnam Investments October 2011 - September 2012
Bricco Trattoria June 2010 - August 2011
The Pita Group May 2010 - August 2010
Easter Seals Connecticut, Inc. May 2009 - August 2009
Education
University of Connecticut 2007 — 2011
Bachelor’s Degree, Communications
RHAM High School 2003 — 2007
Putnam Investments January 2015 - Present
Putnam Investments September 2013 - January 2015
Putnam Investments September 2012 - September 2013
Putnam Investments October 2011 - September 2012
Bricco Trattoria June 2010 - August 2011
The Pita Group May 2010 - August 2010
Easter Seals Connecticut, Inc. May 2009 - August 2009
Education
University of Connecticut 2007 — 2011
Bachelor’s Degree, Communications
RHAM High School 2003 — 2007
Nina Pajak's Putnam Investments Experience 2004 - 2006
Job Freelance book marketing and editing
Industry Publishing
Experience
Self-employed October 2013 - Present
CBS Local March 2011 - Present
Simon & Schuster May 2006 - October 2013
Putnam Investments 2004 - 2006
Skills
Marketing, Content Development, Editing, Publishing, Social Media, Copy Editing, Blogging, Creative Writing, Digital Media, Storytelling, Editorial, Online Publishing, Copywriting
Education
Tufts University 2000 — 2004
BA, English, French
Self-employed October 2013 - Present
CBS Local March 2011 - Present
Simon & Schuster May 2006 - October 2013
Putnam Investments 2004 - 2006
Skills
Marketing, Content Development, Editing, Publishing, Social Media, Copy Editing, Blogging, Creative Writing, Digital Media, Storytelling, Editorial, Online Publishing, Copywriting
Education
Tufts University 2000 — 2004
BA, English, French
Dan Nadler's Putnam Investments Experience November 2013 - Present
Job Quantitative Investment Associate at Putnam Investments
Industry Investment Management
Experience
Putnam Investments November 2013 - Present
Family Fund March 2013 - October 2013
Marsico Fund September 2012 - March 2013
CQA Investment Challenge September 2012 - March 2013
University of Denver September 2011 - March 2013
Madison Park Group July 2012 - August 2012
SurveyGizmo September 2011 - June 2012
SurveyGizmo June 2010 - September 2011
Maier/Watkins Neuroscience Laboratroy December 2008 - May 2010
Skills
Financial Analysis, Portfolio Management, Quantitative Analytics, VBA, Microsoft Excel, Machine Learning, .NET, Python, C++, Matlab, Oracle SQL Developer, Derivatives, Equity Research, Bloomberg Terminal, Equities, PHP, JavaScript, Capital IQ, SQL, Groovy, JQuery, MySQL, Analysis, Financial Modeling, Management
Education
University of Denver - Daniels College of Business 2011 — 2013
MS, Finance
University of Colorado at Boulder 2005 — 2010
B.A., Astronomy (Astrophysics), B.A., Psychology (Neuroscience)
Putnam Investments November 2013 - Present
Family Fund March 2013 - October 2013
Marsico Fund September 2012 - March 2013
CQA Investment Challenge September 2012 - March 2013
University of Denver September 2011 - March 2013
Madison Park Group July 2012 - August 2012
SurveyGizmo September 2011 - June 2012
SurveyGizmo June 2010 - September 2011
Maier/Watkins Neuroscience Laboratroy December 2008 - May 2010
Skills
Financial Analysis, Portfolio Management, Quantitative Analytics, VBA, Microsoft Excel, Machine Learning, .NET, Python, C++, Matlab, Oracle SQL Developer, Derivatives, Equity Research, Bloomberg Terminal, Equities, PHP, JavaScript, Capital IQ, SQL, Groovy, JQuery, MySQL, Analysis, Financial Modeling, Management
Education
University of Denver - Daniels College of Business 2011 — 2013
MS, Finance
University of Colorado at Boulder 2005 — 2010
B.A., Astronomy (Astrophysics), B.A., Psychology (Neuroscience)
Stephen Oler's Putnam Investments Experience August 1996 - June 2005
Job Portfolio Manager, Retired
Industry Financial Services
Experience
Self Employed January 2015 - Present
Pyramis Global Advisors September 2005 - December 2014
Putnam Investments August 1996 - June 2005
Franklin Templeton Investments September 1995 - June 1996
Baring Asset Management September 1985 - June 1995
Skills
Portfolio Management, Asset Managment, Hedge Funds, Equities, Asset Management, Alternative Investments, Equity Research, Financial Statement..., Emerging Markets, Valuation, Investment Management, Asset Allocation, Investment Strategies, Due Diligence, Fixed Income, Mutual Funds, Securities
Education
University of Cambridge 1983 — 1985
MPhil, International Relations
University of Pennsylvania 1979 — 1983
BA, History
Self Employed January 2015 - Present
Pyramis Global Advisors September 2005 - December 2014
Putnam Investments August 1996 - June 2005
Franklin Templeton Investments September 1995 - June 1996
Baring Asset Management September 1985 - June 1995
Skills
Portfolio Management, Asset Managment, Hedge Funds, Equities, Asset Management, Alternative Investments, Equity Research, Financial Statement..., Emerging Markets, Valuation, Investment Management, Asset Allocation, Investment Strategies, Due Diligence, Fixed Income, Mutual Funds, Securities
Education
University of Cambridge 1983 — 1985
MPhil, International Relations
University of Pennsylvania 1979 — 1983
BA, History
Jeff Christiansen's Putnam Investments Experience September 2011 - June 2014
Job Internal Sales at Russell Investments
Industry Financial Services
Experience
Russell Investments June 2014 - Present
Putnam Investments September 2011 - June 2014
Northwestern Mutual Financial Network July 2010 - 2011
Waukesha State Bank June 2009 - August 2009
BE Fitness June 2006 - September 2008
Skills
Adobe, Microsoft Office, Series 63, Series 7, Mutual Funds, Investments, Wealth Management, Alternative Investments, Asset Allocation, Equities, 401k, Financial Analysis, Bloomberg, Fixed Income, Strategic Financial..., Asset Managment, Series 6, Microsoft Excel, Salesforce.com, PowerPoint, Securities, Portfolio Management
Education
Union College 2006 — 2010
BA, Economics
University School of Milwaukee 2000 — 2004
Economics
Russell Investments June 2014 - Present
Putnam Investments September 2011 - June 2014
Northwestern Mutual Financial Network July 2010 - 2011
Waukesha State Bank June 2009 - August 2009
BE Fitness June 2006 - September 2008
Skills
Adobe, Microsoft Office, Series 63, Series 7, Mutual Funds, Investments, Wealth Management, Alternative Investments, Asset Allocation, Equities, 401k, Financial Analysis, Bloomberg, Fixed Income, Strategic Financial..., Asset Managment, Series 6, Microsoft Excel, Salesforce.com, PowerPoint, Securities, Portfolio Management
Education
Union College 2006 — 2010
BA, Economics
University School of Milwaukee 2000 — 2004
Economics
Jess Berube's Putnam Investments Experience December 2003 - May 2005
Job Accounting Manager
Industry Financial Services
Experience
Fidelity Investments July 2007 - Present
Fidelity Investments May 2005 - Present
Putnam Investments December 2003 - May 2005
Skills
Mutual Funds, Securities, Fixed Income, Bloomberg, Valuation, Financial Services
Education
Union College 1993 — 1997
BA, German Language & Literature
Fidelity Investments July 2007 - Present
Fidelity Investments May 2005 - Present
Putnam Investments December 2003 - May 2005
Skills
Mutual Funds, Securities, Fixed Income, Bloomberg, Valuation, Financial Services
Education
Union College 1993 — 1997
BA, German Language & Literature
Greg Lundberg's Putnam Investments Experience June 2003 - December 2010
Job Presentation Consultant
Industry Design
Experience
Beyond PPT December 2010 - Present
Putnam Investments June 2003 - December 2010
Mercer January 2005 - April 2009
Hyland Software (formerly Liberty Information Management Systems) November 2000 - February 2003
Skills
Presentations, PowerPoint, Prezi, Keynote, Video Production, Voice Over, Graphic Design, Graphics, Photoshop, Management, Training, Business Development
Education
University of California, Irvine 1997 — 2000
N/A, Computer Science
Beyond PPT December 2010 - Present
Putnam Investments June 2003 - December 2010
Mercer January 2005 - April 2009
Hyland Software (formerly Liberty Information Management Systems) November 2000 - February 2003
Skills
Presentations, PowerPoint, Prezi, Keynote, Video Production, Voice Over, Graphic Design, Graphics, Photoshop, Management, Training, Business Development
Education
University of California, Irvine 1997 — 2000
N/A, Computer Science
rhonda crosson's Putnam Investments Experience January 1998 - January 2007
Job executive account representative at Allstate
Industry Insurance
Experience
Allstate June 2010 - Present
State Street January 2007 - March 2009
Putnam Investments January 1998 - January 2007
Skills
Insurance, Sales, Account Management, Customer Service, Cold Calling, Sales Management, Salesforce.com, Direct Sales, Sales Process, New Business Development, Sales Operations, Management, Selling, Strategic Planning, Team Building
Education
Tufts University
Bachelor of Science (BS)
Allstate June 2010 - Present
State Street January 2007 - March 2009
Putnam Investments January 1998 - January 2007
Skills
Insurance, Sales, Account Management, Customer Service, Cold Calling, Sales Management, Salesforce.com, Direct Sales, Sales Process, New Business Development, Sales Operations, Management, Selling, Strategic Planning, Team Building
Education
Tufts University
Bachelor of Science (BS)
Erin Lefkowitz's Putnam Investments Experience June 2006 - Present
Job Portfolio Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2006 - Present
Northwestern Mutual June 2003 - August 2004
Skills
Analysis, Asset Management, Finance, Fixed Income, Investments, Portfolio Management
Education
Union College 1999 — 2003
Bachelor of Arts (B.A.), Economics
Putnam Investments June 2006 - Present
Northwestern Mutual June 2003 - August 2004
Skills
Analysis, Asset Management, Finance, Fixed Income, Investments, Portfolio Management
Education
Union College 1999 — 2003
Bachelor of Arts (B.A.), Economics
Meredith Sokolowski's Putnam Investments Experience July 2012 - Present
Job Marketing Information Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2012 - Present
Education
The University of Connecticut 2000 — 2004
Bachelor of Arts (B.A.), Psychology, Spanish
Putnam Investments July 2012 - Present
Education
The University of Connecticut 2000 — 2004
Bachelor of Arts (B.A.), Psychology, Spanish
Lori Talman's Putnam Investments Experience January 2000 - January 2005
Job IT Project Manager at Northeast Utilities
Industry Electrical/Electronic Manufacturing
Experience
Northeast Utilities April 2013 - Present
Schneider Electric June 2005 - Present
Citizens Bank January 2005 - June 2005
Putnam Investments January 2000 - January 2005
Skills
Integration, Disaster Recovery, Program Management, SharePoint, Cloud Computing, VoIP, MS Project, Project Management, Enterprise Software, Testing, Management, Technical Support, Networking, Analysis, Salesforce.com
Education
SUNY Albany
SUNY Oneonta
Northeast Utilities April 2013 - Present
Schneider Electric June 2005 - Present
Citizens Bank January 2005 - June 2005
Putnam Investments January 2000 - January 2005
Skills
Integration, Disaster Recovery, Program Management, SharePoint, Cloud Computing, VoIP, MS Project, Project Management, Enterprise Software, Testing, Management, Technical Support, Networking, Analysis, Salesforce.com
Education
SUNY Albany
SUNY Oneonta