Putnam Investments
Description
Putnam Investments is a privately owned investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Parent organization: Great-West Lifeco Customer service: 00 1 617-292-1000 Number of employees: 1,700+ CEO: Robert L. Reynolds (1 Jul 2008–) Headquarters: Boston, Massachusetts, United States Subsidiaries: PanAgora Asset Management, Inc.,
Putnam Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Putnam Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Putnam Investments Employees
Employee
Years
Job
Industry
Richard Goodman Richard Goodman's Putnam Investments Experience 1994 - 2000
Job Operations Administrator at State Street
Industry Financial Services
Experience
State Street May 2014 - November 2014
Waste Management November 2013 - March 2014
Mercer 2007 - 2013
Fidelity Investments 2000 - 2007
Putnam Investments 1994 - 2000
Higgins Associates, Pension Consultants 1992 - 1994
Skills
Portfolio Management, Investments, Data Analysis, Fund Accounting, Trading, Bloomberg Terminal, Financial Reporting, Microsoft Office, Management, Morningstar, Data Quality Control, ETFs, DST Hi-Performance, Performance Attribution, Mutual Funds, Performance Reporting, Advent Investment..., Factset, GIPS Compliance, Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Business Administration (MBA), Finance and Economics
Stonehill College
Bachelor's Degree, Marketing
State Street May 2014 - November 2014
Waste Management November 2013 - March 2014
Mercer 2007 - 2013
Fidelity Investments 2000 - 2007
Putnam Investments 1994 - 2000
Higgins Associates, Pension Consultants 1992 - 1994
Skills
Portfolio Management, Investments, Data Analysis, Fund Accounting, Trading, Bloomberg Terminal, Financial Reporting, Microsoft Office, Management, Morningstar, Data Quality Control, ETFs, DST Hi-Performance, Performance Attribution, Mutual Funds, Performance Reporting, Advent Investment..., Factset, GIPS Compliance, Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Business Administration (MBA), Finance and Economics
Stonehill College
Bachelor's Degree, Marketing
Anthony R. Lahout's Putnam Investments Experience May 2009 - August 2009
Job Athlete and Media Relations Manager at Spyder Active Sports
Industry Public Relations and Communications
Experience
Spyder Active Sports March 2014 - Present
Smith Sport Optics May 2013 - February 2014
Guthy-Renker September 2012 - February 2013
Guthy-Renker October 2011 - September 2012
True Religion Brand Jeans August 2011 - October 2011
Putnam Investments May 2009 - August 2009
BNY Mellon May 2008 - August 2008
Skills
Digital Marketing, Public Relations, Project Planning, Social Media Marketing, Digital Strategy, Action Sports, Retail Marketing
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Entrepreneurship
Bentley University
BA, Finance
Scuola Lorenzo de' Medici
University College Dublin
Spyder Active Sports March 2014 - Present
Smith Sport Optics May 2013 - February 2014
Guthy-Renker September 2012 - February 2013
Guthy-Renker October 2011 - September 2012
True Religion Brand Jeans August 2011 - October 2011
Putnam Investments May 2009 - August 2009
BNY Mellon May 2008 - August 2008
Skills
Digital Marketing, Public Relations, Project Planning, Social Media Marketing, Digital Strategy, Action Sports, Retail Marketing
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Entrepreneurship
Bentley University
BA, Finance
Scuola Lorenzo de' Medici
University College Dublin
David McGlinchey's Putnam Investments Experience September 1994 - June 1996
Job VP/Chief Merchant Grocery at Sears Holdings Corporation
Industry Retail
Experience
Sears Holdings Corporation September 2013 - Present
Bottom Line 2009 - Present
SUPERVALU March 2010 - April 2013
Stop & Shop January 2007 - March 2010
Stop & Shop January 2004 - March 2007
Stop & Shop January 2002 - January 2004
Stop & Shop January 2001 - January 2002
Stop & Shop June 1996 - February 1998
Putnam Investments September 1994 - June 1996
Skills
Pricing Strategy, Grocery, CRM, Business Strategy, Process Improvement, Pricing, Retail, Analytics, Merchandising, Strategy, Management, Strategic Planning, Sales, Profit, Assortment, Performance Management, Planograms, IT Strategy, Inventory Management, Competitive Analysis, Cross-functional Team..., Customer Insight, Product Development, Segmentation, Marketing Strategy, Brand Management, Retail Category..., Consumer Products, Shopper Marketing, Inventory Control, Supermarkets, Marketing Management, Team Building, Visual Merchandising, New Business Development, Cost Control, Specialty Retail, Competitive Intelligence, Food Service, Promotional Analysis, Fresh Produce, Bakery, Meat, Direct Store Delivery, Seafood, Sustainability, Dairy, Strategic Leadership, Thought Leadership, Building Relationships
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1997
MBA, Finance
Bentley University 1990 — 1994
BS, Economics and Finance
BC High 1986 — 1990
Sears Holdings Corporation September 2013 - Present
Bottom Line 2009 - Present
SUPERVALU March 2010 - April 2013
Stop & Shop January 2007 - March 2010
Stop & Shop January 2004 - March 2007
Stop & Shop January 2002 - January 2004
Stop & Shop January 2001 - January 2002
Stop & Shop June 1996 - February 1998
Putnam Investments September 1994 - June 1996
Skills
Pricing Strategy, Grocery, CRM, Business Strategy, Process Improvement, Pricing, Retail, Analytics, Merchandising, Strategy, Management, Strategic Planning, Sales, Profit, Assortment, Performance Management, Planograms, IT Strategy, Inventory Management, Competitive Analysis, Cross-functional Team..., Customer Insight, Product Development, Segmentation, Marketing Strategy, Brand Management, Retail Category..., Consumer Products, Shopper Marketing, Inventory Control, Supermarkets, Marketing Management, Team Building, Visual Merchandising, New Business Development, Cost Control, Specialty Retail, Competitive Intelligence, Food Service, Promotional Analysis, Fresh Produce, Bakery, Meat, Direct Store Delivery, Seafood, Sustainability, Dairy, Strategic Leadership, Thought Leadership, Building Relationships
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1997
MBA, Finance
Bentley University 1990 — 1994
BS, Economics and Finance
BC High 1986 — 1990
Ross Milne's Putnam Investments Experience April 2014 - Present
Job Investment Associate at Putnam Investments
Industry Financial Services
Experience
Putnam Investments April 2014 - Present
Duff & Phelps July 2012 - April 2014
Strategic Risk Solutions May 2010 - May 2012
Bentley Investment Group September 2008 - April 2012
Liberty Mutual Insurance June 2011 - August 2011
Skills
Bloomberg, Valuation, Financial Analysis, Financial Modeling, Microsoft Office, Microsoft Excel, Bloomberg Terminal, Morningstar, Accounting, Financial Reporting, Business Valuation
Education
Bentley University 2008 — 2012
B.S., Economics-Finance, Quantitative Perspectives
Bentley University 2008 — 2012
Bachelor of Science, Economics-Finance and Liberal Studies; Quantitative Perspectives
Terryville High School
Putnam Investments April 2014 - Present
Duff & Phelps July 2012 - April 2014
Strategic Risk Solutions May 2010 - May 2012
Bentley Investment Group September 2008 - April 2012
Liberty Mutual Insurance June 2011 - August 2011
Skills
Bloomberg, Valuation, Financial Analysis, Financial Modeling, Microsoft Office, Microsoft Excel, Bloomberg Terminal, Morningstar, Accounting, Financial Reporting, Business Valuation
Education
Bentley University 2008 — 2012
B.S., Economics-Finance, Quantitative Perspectives
Bentley University 2008 — 2012
Bachelor of Science, Economics-Finance and Liberal Studies; Quantitative Perspectives
Terryville High School
Troy Wilson's Putnam Investments Experience December 2000 - August 2013
Job Sr. Manager
Industry Information Technology and Services
Experience
EnerNOC July 2014 - Present
Putnam Investments December 2000 - August 2013
Siemens Itron Business Services September 1999 - December 2000
The Computer Merchant April 1999 - September 1999
United States Marine Corps January 1995 - January 1999
Skills
Project Management, Customer Service, Vendor Management, Program Management, Management, Strategic Planning, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Identity Management, User Provisioning, Password Management, ITIL v3 Foundations..., IT Service Management, ServiceNow, Access, Security, Risk Management, Process Improvement, Business Analysis, Consulting, Technical Support, Leadership
Education
Bentley University 2015 — 2017
Masters of Information Technology
Bentley University
Bachelor of Science (B.S.), Economics-Finance
EnerNOC July 2014 - Present
Putnam Investments December 2000 - August 2013
Siemens Itron Business Services September 1999 - December 2000
The Computer Merchant April 1999 - September 1999
United States Marine Corps January 1995 - January 1999
Skills
Project Management, Customer Service, Vendor Management, Program Management, Management, Strategic Planning, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Identity Management, User Provisioning, Password Management, ITIL v3 Foundations..., IT Service Management, ServiceNow, Access, Security, Risk Management, Process Improvement, Business Analysis, Consulting, Technical Support, Leadership
Education
Bentley University 2015 — 2017
Masters of Information Technology
Bentley University
Bachelor of Science (B.S.), Economics-Finance
AJ Quigley's Putnam Investments Experience September 2001 - April 2011
Job Director, Portfolio Advisory Group at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management April 2011 - Present
Putnam Investments September 2001 - April 2011
Citigroup Asset Management June 2000 - June 2001
Education
Bentley University 1996 — 2000
Bachelor of Science, Finance
Manulife Asset Management April 2011 - Present
Putnam Investments September 2001 - April 2011
Citigroup Asset Management June 2000 - June 2001
Education
Bentley University 1996 — 2000
Bachelor of Science, Finance
Jill Janasiewicz Jill Janasiewicz's Putnam Investments Experience January 2000 - January 2006
Job Senior Interior Designer at Eric M. Haydel Design, Inc
Industry Design
Experience
Eric M. Haydel Design, Inc September 2013 - Present
J&S Interiors - Elements of Design, LLC September 2012 - August 2013
Ethan Allen November 2011 - September 2012
Sladen Feinstein Integrated Lighting November 2010 - June 2011
Suffolk University 2006 - May 2011
Putnam Investments January 2000 - January 2006
Skills
Hand Drafting, Revit, Interior Design, Model Making, Rendering, AutoCAD, Sketching, InDesign, Furniture, Adobe Creative Suite, Photoshop, Interior Architecture, Illustrator, Design Research, Submittals, CAD, Lighting, Layout, Concept Design, Sustainable Design
Education
New England School of Art & Design at Suffolk University 2007 — 2011
Master’s Degree, Interior Design
Bentley University
Bachelor’s Degree, Finance
Northeastern University
Master’s Degree, Business Administration
Eric M. Haydel Design, Inc September 2013 - Present
J&S Interiors - Elements of Design, LLC September 2012 - August 2013
Ethan Allen November 2011 - September 2012
Sladen Feinstein Integrated Lighting November 2010 - June 2011
Suffolk University 2006 - May 2011
Putnam Investments January 2000 - January 2006
Skills
Hand Drafting, Revit, Interior Design, Model Making, Rendering, AutoCAD, Sketching, InDesign, Furniture, Adobe Creative Suite, Photoshop, Interior Architecture, Illustrator, Design Research, Submittals, CAD, Lighting, Layout, Concept Design, Sustainable Design
Education
New England School of Art & Design at Suffolk University 2007 — 2011
Master’s Degree, Interior Design
Bentley University
Bachelor’s Degree, Finance
Northeastern University
Master’s Degree, Business Administration
John Desmond John Desmond's Putnam Investments Experience February 1987 - May 1991
Job Financial Service Executive, Global Operations & Technology Leader
Industry Financial Services
Experience
Harris Associates L.P. June 2007 - June 2013
Nuveen Investments January 2005 - June 2007
Deutsche Asset Management July 2003 - September 2004
Scudder Investments - Japan December 1999 - June 2003
Scudder Investments June 1995 - December 1999
440 Financial Services / First Data Investor Services July 1993 - June 1995
440 Financial Group / First Data Investor Services May 1991 - July 1993
Putnam Investments February 1987 - May 1991
Bank of Boston April 1980 - February 1987
Skills
Equities, Portfolio Management, Mutual Funds, Securities, Investments, Fixed Income, Risk Management, Vendor Management, Financial Services, Hedge Funds, Asset Management, Fund Accounting, Alternative Investments, Business Development, Strategy, Operations Management, Business Strategy, Team Leadership, Operational Excellence, Management, Business Process..., Trading, Project Management, Trading Systems, Investment Management, Outsourcing, Start-ups, Options, IT Strategy, CRM
Education
Bentley University 1988 — 1994
MS, Computer Information Systems
University of Massachusetts at Boston 1982 — 1986
Bachelor of Science (BS), Financial Management & (BS), Management Information Systems
Harris Associates L.P. June 2007 - June 2013
Nuveen Investments January 2005 - June 2007
Deutsche Asset Management July 2003 - September 2004
Scudder Investments - Japan December 1999 - June 2003
Scudder Investments June 1995 - December 1999
440 Financial Services / First Data Investor Services July 1993 - June 1995
440 Financial Group / First Data Investor Services May 1991 - July 1993
Putnam Investments February 1987 - May 1991
Bank of Boston April 1980 - February 1987
Skills
Equities, Portfolio Management, Mutual Funds, Securities, Investments, Fixed Income, Risk Management, Vendor Management, Financial Services, Hedge Funds, Asset Management, Fund Accounting, Alternative Investments, Business Development, Strategy, Operations Management, Business Strategy, Team Leadership, Operational Excellence, Management, Business Process..., Trading, Project Management, Trading Systems, Investment Management, Outsourcing, Start-ups, Options, IT Strategy, CRM
Education
Bentley University 1988 — 1994
MS, Computer Information Systems
University of Massachusetts at Boston 1982 — 1986
Bachelor of Science (BS), Financial Management & (BS), Management Information Systems
Nicholas Bopf's Putnam Investments Experience January 2011 - Present
Job Senior Portfolio Reporting Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2011 - Present
Putnam Investments December 2005 - January 2011
Investors Bank and Trust July 2004 - July 2005
Skills
Mutual Funds, Hedge Funds, Bloomberg, Accounting, Morningstar, SEC filings, Portfolio Management, Microsoft Excel, Forecasting, Compliance Testing, Database Development, Financial Analysis, Equities, Investment Management, Prospectus, Due Diligence, Fixed Income, Asset Allocation, Alternative Investments, Investments, Asset Managment, Performance Attribution, Fund Accounting
Education
Bentley University 2000 — 2004
Bachelor of Science, Finance
Putnam Investments January 2011 - Present
Putnam Investments December 2005 - January 2011
Investors Bank and Trust July 2004 - July 2005
Skills
Mutual Funds, Hedge Funds, Bloomberg, Accounting, Morningstar, SEC filings, Portfolio Management, Microsoft Excel, Forecasting, Compliance Testing, Database Development, Financial Analysis, Equities, Investment Management, Prospectus, Due Diligence, Fixed Income, Asset Allocation, Alternative Investments, Investments, Asset Managment, Performance Attribution, Fund Accounting
Education
Bentley University 2000 — 2004
Bachelor of Science, Finance
Adam Edmond's Putnam Investments Experience January 1997 - January 1999
Job Financial Services Professional
Industry Financial Services
Experience
Baystate Financial May 2014 - Present
INVESTMENT GROUP, Bentley University January 2012 - Present
ING January 2008 - January 2010
Processed Boeing Corporation January 2005 - January 2008
ING January 1999 - January 2005
Putnam Investments January 1997 - January 1999
US Army January 1995 - January 1997
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Finance
Baystate Financial May 2014 - Present
INVESTMENT GROUP, Bentley University January 2012 - Present
ING January 2008 - January 2010
Processed Boeing Corporation January 2005 - January 2008
ING January 1999 - January 2005
Putnam Investments January 1997 - January 1999
US Army January 1995 - January 1997
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Finance
Andrew Coombs, CPA, MST's Putnam Investments Experience June 2007 - August 2007
Job Financial Reporting at Starwood Capital Group
Industry Accounting
Experience
Starwood Capital Group September 2015 - Present
EY October 2013 - September 2015
Deloitte July 2012 - October 2013
Deloitte & Touche October 2010 - July 2012
Siemens June 2008 - August 2008
Putnam Investments June 2007 - August 2007
Skills
Tax Accounting, Tax, Forensic Accounting, Corporate Finance, Forecasting, Corporate Tax, Financial Accounting, Accounts Payable, Accounting, Auditing, Finance, Due Diligence, GAAP, SAP, Sarbanes-Oxley Act, US GAAP, Financial Reporting, SEC filings, Internal Controls, Tax Research, CPA, Income Tax, Big 4, Tax Advisory, Internal Audit, External Audit, IFRS, Financial Statements, Transfer Pricing, International Tax, SEC Filings
Education
Bentley University 2009 — 2010
Masters, Masters in Taxation, Graduated: 3.5 GPA
Loyola University of Chicago 2006 — 2009
BBA, Accounting
Portsmouth Abbey School(high school)
Starwood Capital Group September 2015 - Present
EY October 2013 - September 2015
Deloitte July 2012 - October 2013
Deloitte & Touche October 2010 - July 2012
Siemens June 2008 - August 2008
Putnam Investments June 2007 - August 2007
Skills
Tax Accounting, Tax, Forensic Accounting, Corporate Finance, Forecasting, Corporate Tax, Financial Accounting, Accounts Payable, Accounting, Auditing, Finance, Due Diligence, GAAP, SAP, Sarbanes-Oxley Act, US GAAP, Financial Reporting, SEC filings, Internal Controls, Tax Research, CPA, Income Tax, Big 4, Tax Advisory, Internal Audit, External Audit, IFRS, Financial Statements, Transfer Pricing, International Tax, SEC Filings
Education
Bentley University 2009 — 2010
Masters, Masters in Taxation, Graduated: 3.5 GPA
Loyola University of Chicago 2006 — 2009
BBA, Accounting
Portsmouth Abbey School(high school)
Matthew Abrams, MBA Matthew Abrams, MBA's Putnam Investments Experience August 2011 - Present
Job Senior Portfolio Analytics & Attribution Analyst (Equity/Hedge Funds) at Putnam Investments
Industry Financial Services
Experience
Putnam Investments August 2011 - Present
North Reading A's Baseball Club (not-for-profit Baseball Team) January 2012 - August 2014
Prime, Buchholz & Associates June 2010 - August 2011
Centerpoint Advisors January 2009 - June 2010
The Colony Group May 2007 - October 2008
CampusCareerCenter.com December 2006 - May 2007
Commonwealth Financial Network July 2004 - September 2006
Skills
Bloomberg, Asset Management, Investments, Asset Allocation, Investment Strategies, Investment Advisory, Business Analysis, Financial Analysis, Analytics, Financial Modeling, Portfolio Management, Team Leadership, Finance, Mutual Funds, Excel, Hedge Funds, Long/Short Equity, Factset, Advent, Financial Planning, Word, Performance Attribution, Alternative Investments, Community Outreach, PowerPoint, Tax Preparation, Estate Tax Planning, SQL, Access, Morningstar, Retirement Planning, Retirement Savings, IRA's, Data Analysis, Market Analysis, MBA Finance, Financial Reporting, Financial Accounting, Project Finance, International Finance, Personal Finance, Investment Properties, Proposal Preparation, Capital Allocation, Cost Allocation, Expense Budgeting, Lipper, Derivatives, Performance Management, Equity Capital Markets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
MBA, Finance
Bentley University 2002 — 2006
Bachelor of Science (BS), Finance
Royal Melbourne Institute of Technology 2004 — 2004
Study Abroad Program, Study Abroad Program, Finance
Putnam Investments August 2011 - Present
North Reading A's Baseball Club (not-for-profit Baseball Team) January 2012 - August 2014
Prime, Buchholz & Associates June 2010 - August 2011
Centerpoint Advisors January 2009 - June 2010
The Colony Group May 2007 - October 2008
CampusCareerCenter.com December 2006 - May 2007
Commonwealth Financial Network July 2004 - September 2006
Skills
Bloomberg, Asset Management, Investments, Asset Allocation, Investment Strategies, Investment Advisory, Business Analysis, Financial Analysis, Analytics, Financial Modeling, Portfolio Management, Team Leadership, Finance, Mutual Funds, Excel, Hedge Funds, Long/Short Equity, Factset, Advent, Financial Planning, Word, Performance Attribution, Alternative Investments, Community Outreach, PowerPoint, Tax Preparation, Estate Tax Planning, SQL, Access, Morningstar, Retirement Planning, Retirement Savings, IRA's, Data Analysis, Market Analysis, MBA Finance, Financial Reporting, Financial Accounting, Project Finance, International Finance, Personal Finance, Investment Properties, Proposal Preparation, Capital Allocation, Cost Allocation, Expense Budgeting, Lipper, Derivatives, Performance Management, Equity Capital Markets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
MBA, Finance
Bentley University 2002 — 2006
Bachelor of Science (BS), Finance
Royal Melbourne Institute of Technology 2004 — 2004
Study Abroad Program, Study Abroad Program, Finance
Ted Gramer's Putnam Investments Experience 1993 - 1996
Job Executive Vice President, Liberty International at Liberty Mutual Group
Industry Insurance
Experience
Liberty Mutual Group January 2014 - Present
Liberty Mutual Group April 2006 - December 2013
Liberty Mutual Group August 2004 - April 2006
Liberty Mutual Group February 2002 - August 2004
Mercer Management Consulting August 1998 - June 2000
Putnam Investments 1993 - 1996
Skills
Financial Modeling, Insurance
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1998
MBA, Finance
Bentley University 1989 — 1993
BS Management
Liberty Mutual Group January 2014 - Present
Liberty Mutual Group April 2006 - December 2013
Liberty Mutual Group August 2004 - April 2006
Liberty Mutual Group February 2002 - August 2004
Mercer Management Consulting August 1998 - June 2000
Putnam Investments 1993 - 1996
Skills
Financial Modeling, Insurance
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1998
MBA, Finance
Bentley University 1989 — 1993
BS Management
Brian Leary Brian Leary's Putnam Investments Experience 1996 - 1998
Job Director of SaaS Operations at Brainshark, Inc.
Industry Information Technology and Services
Experience
Brainshark, Inc. January 2015 - Present
Brainshark April 2013 - Present
Deloitte Consulting - Recombinant by Deloitte October 2012 - April 2013
Recombinant Data Corp August 2012 - October 2012
Peoplefluent August 2011 - August 2012
Peopleclick Authoria / Peoplefluent 2005 - 2011
Concentra 2003 - 2005
Authoria 2000 - 2003
ManagedComp 1998 - 2000
Putnam Investments 1996 - 1998
Skills
Technical Support, SaaS, Software Implementation, Enterprise Software, Professional Services, Agile Methodologies, Scrum, Microsoft SQL Server, Software Project..., Crystal Reports, Software Quality..., Requirements Analysis, Salesforce.com, Apache, Web Applications
Education
Bentley College 2000 — 2001
web development certificate, web development
Salem State College 1988 — 1992
Bachelor of Business Administration (BBA), Finance / Economics
Brainshark, Inc. January 2015 - Present
Brainshark April 2013 - Present
Deloitte Consulting - Recombinant by Deloitte October 2012 - April 2013
Recombinant Data Corp August 2012 - October 2012
Peoplefluent August 2011 - August 2012
Peopleclick Authoria / Peoplefluent 2005 - 2011
Concentra 2003 - 2005
Authoria 2000 - 2003
ManagedComp 1998 - 2000
Putnam Investments 1996 - 1998
Skills
Technical Support, SaaS, Software Implementation, Enterprise Software, Professional Services, Agile Methodologies, Scrum, Microsoft SQL Server, Software Project..., Crystal Reports, Software Quality..., Requirements Analysis, Salesforce.com, Apache, Web Applications
Education
Bentley College 2000 — 2001
web development certificate, web development
Salem State College 1988 — 1992
Bachelor of Business Administration (BBA), Finance / Economics
Robert Marceau's Putnam Investments Experience September 1995 - June 1999
Job Senior Learning and Performance Professional
Industry E-Learning
Experience
Murata Power Solutions June 2012 - May 2014
Mzinga June 1999 - April 2012
Putnam Investments September 1995 - June 1999
Skills
E-Learning, Change Management, Performance Support..., LMS Integration, Knowledge Management, Performance Management, Social Technologies, Budget Planning, Project Management, Blended Learning, Team Building, Management, Learning Management..., Employee Training, Talent Management
Education
Bentley University
Master of Business Administration (M.B.A.)
Rhode Island College
Bachelor's degree, Accounting
Murata Power Solutions June 2012 - May 2014
Mzinga June 1999 - April 2012
Putnam Investments September 1995 - June 1999
Skills
E-Learning, Change Management, Performance Support..., LMS Integration, Knowledge Management, Performance Management, Social Technologies, Budget Planning, Project Management, Blended Learning, Team Building, Management, Learning Management..., Employee Training, Talent Management
Education
Bentley University
Master of Business Administration (M.B.A.)
Rhode Island College
Bachelor's degree, Accounting
Jay Vinson Jay Vinson's Putnam Investments Experience 2003 - 2005
Job Strategic Relationship Manager at ING
Industry Financial Services
Experience
ING April 2013 - Present
Xerox Corporation August 2012 - April 2013
Mercer 2007 - July 2012
Mercer 2005 - 2007
Putnam Investments 2003 - 2005
Putnam Investments 1995 - 2003
Coopers & Lybrand Consulting 1997 - 1998
Skills
Defined Benefit, Benefits Administration, Employee Benefits, 401k, Defined Contribution, Retirement Planning, Outsourcing, System Administration, Investments, Mergers & Acquisitions, Human Resources, Leadership, Management, Retirement, CRM
Education
Stonehill College 1990 — 1994
Bachelor of Science (BS), Business Administration, with a concentration in Accounting, Finance and Human Resource Management
Bentley University
Certificate of Pension Analysis
ING April 2013 - Present
Xerox Corporation August 2012 - April 2013
Mercer 2007 - July 2012
Mercer 2005 - 2007
Putnam Investments 2003 - 2005
Putnam Investments 1995 - 2003
Coopers & Lybrand Consulting 1997 - 1998
Skills
Defined Benefit, Benefits Administration, Employee Benefits, 401k, Defined Contribution, Retirement Planning, Outsourcing, System Administration, Investments, Mergers & Acquisitions, Human Resources, Leadership, Management, Retirement, CRM
Education
Stonehill College 1990 — 1994
Bachelor of Science (BS), Business Administration, with a concentration in Accounting, Finance and Human Resource Management
Bentley University
Certificate of Pension Analysis
John Wetnicka's Putnam Investments Experience November 1997 - June 2006
Job Implementation Analyst at Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting 2006 - Present
Putnam Investments November 1997 - June 2006
New York Life Insurance Company September 1990 - November 1997
Skills
Finance, Asset Management, Project Management, Defined Benefit, Business Requirements, Financial Analysis, Hedge Funds, Requirements Analysis, Bloomberg, Pensions, Analysis, Securities, Business Analysis, Benefits Administration, Change Management, Fixed Income, Investments, Employee Benefits, Strategic Planning, Microsoft Office, Relationship Management, Management, Mutual Funds, 401k, SQL, Valuation, CRM, Equities, Financial Services, Retirement, Business Development, Microsoft Excel, Vendor Management, SaaS, Risk Management, Business Process..., Process Improvement
Education
Bentley College 1985 — 1989
Finance
Mercer Investment Consulting 2006 - Present
Putnam Investments November 1997 - June 2006
New York Life Insurance Company September 1990 - November 1997
Skills
Finance, Asset Management, Project Management, Defined Benefit, Business Requirements, Financial Analysis, Hedge Funds, Requirements Analysis, Bloomberg, Pensions, Analysis, Securities, Business Analysis, Benefits Administration, Change Management, Fixed Income, Investments, Employee Benefits, Strategic Planning, Microsoft Office, Relationship Management, Management, Mutual Funds, 401k, SQL, Valuation, CRM, Equities, Financial Services, Retirement, Business Development, Microsoft Excel, Vendor Management, SaaS, Risk Management, Business Process..., Process Improvement
Education
Bentley College 1985 — 1989
Finance
Peter Koopman Peter Koopman's Putnam Investments Experience September 2015 - Present
Job Dealer Marketing Services at Putnam Investments
Industry Financial Services
Experience
Putnam Investments September 2015 - Present
UBS September 2014 - May 2015
The Hanover Insurance Group June 2014 - August 2014
Rand-Whitney Group June 2013 - January 2014
Koopman Lumber and Hardware June 2006 - June 2013
Skills
Financial Reporting, Internal Controls, Financial Statements, Microsoft Excel, Analysis, Sarbanes-Oxley, Variance Analysis, Sarbanes-Oxley Act, Essbase, Financial Forecasting, US GAAP, Cost Accounting, Pivot Tables, Consolidation, Financial Audits, Finance, Auditing, Customer Service, Financial Analysis, Public Speaking
Education
Bentley University 2011 — 2015
Bachelor's degree, Corporate Finance and Accounting
Universitat Autònoma de Barcelona
Putnam Investments September 2015 - Present
UBS September 2014 - May 2015
The Hanover Insurance Group June 2014 - August 2014
Rand-Whitney Group June 2013 - January 2014
Koopman Lumber and Hardware June 2006 - June 2013
Skills
Financial Reporting, Internal Controls, Financial Statements, Microsoft Excel, Analysis, Sarbanes-Oxley, Variance Analysis, Sarbanes-Oxley Act, Essbase, Financial Forecasting, US GAAP, Cost Accounting, Pivot Tables, Consolidation, Financial Audits, Finance, Auditing, Customer Service, Financial Analysis, Public Speaking
Education
Bentley University 2011 — 2015
Bachelor's degree, Corporate Finance and Accounting
Universitat Autònoma de Barcelona
Joshua Witmer, CTS's Putnam Investments Experience August 2003 - September 2005
Job Audio Visual Support Specialist at HB Communications
Industry Events Services
Experience
HB Communications June 2014 - Present
Freelance Audio Engineer January 2003 - Present
Freelance Musician/Composer 1984 - Present
PTC March 2012 - June 2014
Advanced AV November 2010 - March 2012
Ropes & Gray LLP September 2008 - July 2010
State Street September 2005 - September 2008
Putnam Investments August 2003 - September 2005
Cramer September 2000 - January 2003
Skills
Audio, Video, Video Conferencing, AV, Audio Engineering, Video Production, Sound, Entertainment, Troubleshooting, Audio Conferencing, Telepresence, Post Production, Crestron, Multimedia, Live Events, Tandberg, Streaming Media, Audio Post Production, Live Sound, Avid, Music, Sound Design, Corporate Events, Guitarist, Video Editing, Professional Audio, Projection, Extron, OS X, Sound Reinforcement, Audio Editing, Theatre, Production Managment, Concerts, Lighting, Pro Tools, Recording, Sound Editing, Logic Pro, Digital Video, Networking, Music Production, Studio Recording, Final Cut Pro, HD Video, Web Video, MIDI, Broadcast, Media Production, Voice Over
Education
Full Sail University 1999 — 2000
Associates Degree, Show Production and Touring
Berklee College of Music 1995 — 1997
Music Synthesis, Guitar
HB Communications June 2014 - Present
Freelance Audio Engineer January 2003 - Present
Freelance Musician/Composer 1984 - Present
PTC March 2012 - June 2014
Advanced AV November 2010 - March 2012
Ropes & Gray LLP September 2008 - July 2010
State Street September 2005 - September 2008
Putnam Investments August 2003 - September 2005
Cramer September 2000 - January 2003
Skills
Audio, Video, Video Conferencing, AV, Audio Engineering, Video Production, Sound, Entertainment, Troubleshooting, Audio Conferencing, Telepresence, Post Production, Crestron, Multimedia, Live Events, Tandberg, Streaming Media, Audio Post Production, Live Sound, Avid, Music, Sound Design, Corporate Events, Guitarist, Video Editing, Professional Audio, Projection, Extron, OS X, Sound Reinforcement, Audio Editing, Theatre, Production Managment, Concerts, Lighting, Pro Tools, Recording, Sound Editing, Logic Pro, Digital Video, Networking, Music Production, Studio Recording, Final Cut Pro, HD Video, Web Video, MIDI, Broadcast, Media Production, Voice Over
Education
Full Sail University 1999 — 2000
Associates Degree, Show Production and Touring
Berklee College of Music 1995 — 1997
Music Synthesis, Guitar
Daniel Carey Daniel Carey's Putnam Investments Experience August 2014 - December 2014
Job Client Service Manager at Empower Retirement (same position, new company name)
Industry Financial Services
Experience
EMPOWER Retirement January 2015 - Present
Putnam Investments August 2014 - December 2014
Based in the greater Boston, north shore, metro-west and southern NH areas. Will travel for company. January 2014 - August 2014
Mercer July 2005 - December 2013
Putnam Investments May 1997 - June 2005
Fidelity Investments April 1995 - May 1997
Equifax March 1992 - April 1995
Calvin Klein January 1990 - February 1992
Skills
401k, Defined Contribution, Defined Benefit, Microsoft Excel, Team Leadership, Community Service, MS Access, MS Word, CRM, Alternative Investments, ERISA, Account Reconciliation, Microsoft Word, Mutual Funds, Data Analysis, Series 7, Series 6, Finance, Series 63, Human Resources, Strategic Financial..., Internal Controls, Pensions, Recruiting, Benefits Administration, Databases, Administration, Retirement, Process Improvement, Variance Analysis, Investments, Securities, Access, Internal Audit, Employee Benefits, Relationship Management, Budgets, Investment Management, Retirement Plan..., Financial Services, Asset Management, Risk Management, Fundraising, Financial Modeling, Business Analysis, Pension Administration, Financial Analysis, Financial Planning
Education
Bentley University
Pension and Employee Benefits Certificate, Benefits, 3.0
University of Massachusetts, Amherst
BS, Math Actuarial Science
EMPOWER Retirement January 2015 - Present
Putnam Investments August 2014 - December 2014
Based in the greater Boston, north shore, metro-west and southern NH areas. Will travel for company. January 2014 - August 2014
Mercer July 2005 - December 2013
Putnam Investments May 1997 - June 2005
Fidelity Investments April 1995 - May 1997
Equifax March 1992 - April 1995
Calvin Klein January 1990 - February 1992
Skills
401k, Defined Contribution, Defined Benefit, Microsoft Excel, Team Leadership, Community Service, MS Access, MS Word, CRM, Alternative Investments, ERISA, Account Reconciliation, Microsoft Word, Mutual Funds, Data Analysis, Series 7, Series 6, Finance, Series 63, Human Resources, Strategic Financial..., Internal Controls, Pensions, Recruiting, Benefits Administration, Databases, Administration, Retirement, Process Improvement, Variance Analysis, Investments, Securities, Access, Internal Audit, Employee Benefits, Relationship Management, Budgets, Investment Management, Retirement Plan..., Financial Services, Asset Management, Risk Management, Fundraising, Financial Modeling, Business Analysis, Pension Administration, Financial Analysis, Financial Planning
Education
Bentley University
Pension and Employee Benefits Certificate, Benefits, 3.0
University of Massachusetts, Amherst
BS, Math Actuarial Science
Nina Miller-Browne's Putnam Investments Experience January 1999 - June 2000
Job Associate Director, Financial Reporting and Analysis at Northeastern University
Industry Higher Education
Experience
Boston Ski Party November 2013 - Present
Northeastern University July 2011 - Present
Action for Boston Community Development April 2011 - July 2011
State Street March 2008 - December 2010
Bank of America June 2005 - March 2008
Bank of America March 2002 - May 2005
Bank of America July 2000 - February 2002
Putnam Investments January 1999 - June 2000
Skills
Financial Analysis, Risk Management, Analysis, Teamwork, Management, Forecasting, Financial Modeling, Change Management, Data Analysis, Hyperion Enterprise, Finance, Managerial Finance, Access, Investments, Project Planning, Corporate Finance, Business Analysis, Budgets, Strategic Financial..., Financial Reporting, Accounting, Internal Controls, Financial Planning
Education
Boston University
Master of Science, Finance/Economics
Bentley University
Bachelor of Science, Finance/Management
Boston Ski Party November 2013 - Present
Northeastern University July 2011 - Present
Action for Boston Community Development April 2011 - July 2011
State Street March 2008 - December 2010
Bank of America June 2005 - March 2008
Bank of America March 2002 - May 2005
Bank of America July 2000 - February 2002
Putnam Investments January 1999 - June 2000
Skills
Financial Analysis, Risk Management, Analysis, Teamwork, Management, Forecasting, Financial Modeling, Change Management, Data Analysis, Hyperion Enterprise, Finance, Managerial Finance, Access, Investments, Project Planning, Corporate Finance, Business Analysis, Budgets, Strategic Financial..., Financial Reporting, Accounting, Internal Controls, Financial Planning
Education
Boston University
Master of Science, Finance/Economics
Bentley University
Bachelor of Science, Finance/Management
Mark E. Bradley Mark E. Bradley's Putnam Investments Experience 1994 - 1997
Job VP & Treasurer at Pioneer Investment Management
Industry Investment Management
Experience
Pioneer Investment Management May 2004 - Present
CDC IXIS Asset Management 2002 - 2003
MFS Investment Management 1997 - 2002
Putnam Investments 1994 - 1997
Ernst & Young 1985 - 1994
Skills
Asset Management, Valuation, Accounting, Tax, Mutual Funds, Due Diligence, Financial Reporting, SEC reporting, SOX, Audit, Fund Accounting, Pricing, Investment Management, SEC filings, Sarbanes-Oxley Act, Auditing, Closed-End Funds, Investments, Finance, Financial Services, Securities, Closed-end Funds, Risk Management
Education
Boston University School of Law 1987 — 1991
LLM, Tax Law
Suffolk University Law School 1982 — 1985
JD, Law
Bentley University 1978 — 1982
BS, Accountancy
Monadnock Regional High School (MRHS) 1972 — 1978
Diploma, College Prep
Pioneer Investment Management May 2004 - Present
CDC IXIS Asset Management 2002 - 2003
MFS Investment Management 1997 - 2002
Putnam Investments 1994 - 1997
Ernst & Young 1985 - 1994
Skills
Asset Management, Valuation, Accounting, Tax, Mutual Funds, Due Diligence, Financial Reporting, SEC reporting, SOX, Audit, Fund Accounting, Pricing, Investment Management, SEC filings, Sarbanes-Oxley Act, Auditing, Closed-End Funds, Investments, Finance, Financial Services, Securities, Closed-end Funds, Risk Management
Education
Boston University School of Law 1987 — 1991
LLM, Tax Law
Suffolk University Law School 1982 — 1985
JD, Law
Bentley University 1978 — 1982
BS, Accountancy
Monadnock Regional High School (MRHS) 1972 — 1978
Diploma, College Prep
Anthony Tomaselli Anthony Tomaselli's Putnam Investments Experience November 2007 - January 2009
Job Market Manager: Ultrasound at Philips Healthcare
Industry Hospital & Health Care
Experience
Philips Healthcare October 2013 - Present
Philips Healthcare June 2010 - October 2013
Putnam Investments November 2007 - January 2009
Skills
Financial Analysis, Lead Generation, Process Improvement, Cross-functional Team..., Leadership, Marketing Strategy, Product Management, Salesforce.com, Marketing, Product Marketing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2010
MBA, Financial Markets/ Global Markets
University of Massachusetts Lowell 2003 — 2007
BA, Business Management/ Marketing
Philips Healthcare October 2013 - Present
Philips Healthcare June 2010 - October 2013
Putnam Investments November 2007 - January 2009
Skills
Financial Analysis, Lead Generation, Process Improvement, Cross-functional Team..., Leadership, Marketing Strategy, Product Management, Salesforce.com, Marketing, Product Marketing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2010
MBA, Financial Markets/ Global Markets
University of Massachusetts Lowell 2003 — 2007
BA, Business Management/ Marketing
Jaime Petricca's Putnam Investments Experience May 2014 - January 2015
Job Regional Consultant at Congress Asset Management
Industry Financial Services
Experience
Congress Asset Management July 2015 - Present
EMPOWER Retirement January 2015 - July 2015
Putnam Investments May 2014 - January 2015
Vendini January 2013 - April 2014
Vendini February 2012 - January 2013
The Space Music & Arts Venue June 2011 - September 2011
Soundwave Management June 2011 - September 2011
Skills
Retirement, Salesforce.com, Cold Calling, Series 7, Series 63, Market Research, PowerPoint, Financial Services, Life Insurance, Microsoft Excel, Microsoft Office, Marketing, Account Management, Finance, Outlook, Business Development, Press Releases, Social Media Marketing
Education
Bentley University 2008 — 2012
Bachelor of Science, Economics-Finance
Farmington High School 2004 — 2008
Congress Asset Management July 2015 - Present
EMPOWER Retirement January 2015 - July 2015
Putnam Investments May 2014 - January 2015
Vendini January 2013 - April 2014
Vendini February 2012 - January 2013
The Space Music & Arts Venue June 2011 - September 2011
Soundwave Management June 2011 - September 2011
Skills
Retirement, Salesforce.com, Cold Calling, Series 7, Series 63, Market Research, PowerPoint, Financial Services, Life Insurance, Microsoft Excel, Microsoft Office, Marketing, Account Management, Finance, Outlook, Business Development, Press Releases, Social Media Marketing
Education
Bentley University 2008 — 2012
Bachelor of Science, Economics-Finance
Farmington High School 2004 — 2008
Chris Arseneault's Putnam Investments Experience January 1997 - August 2005
Job Financial Services Professional
Industry Financial Services
Experience
First Financial Bank October 2011 - Present
OneAmerica October 2005 - October 2010
Putnam Investments January 1997 - August 2005
Skills
Organizational Behavior, Attention To Detail, Retirement Planning
Education
Bentley College 1991 — 1995
Bachelor of Science, Management
First Financial Bank October 2011 - Present
OneAmerica October 2005 - October 2010
Putnam Investments January 1997 - August 2005
Skills
Organizational Behavior, Attention To Detail, Retirement Planning
Education
Bentley College 1991 — 1995
Bachelor of Science, Management
Gordon Breidenbach's Putnam Investments Experience April 2008 - December 2009
Job Vice President Portfolio Solutions Group | BlockCross ATS at State Street
Industry Financial Services
Experience
State Street November 2011 - Present
Pulse Trading June 2010 - November 2011
Putnam Investments April 2008 - December 2009
State Street October 2007 - April 2008
MFS Investment Management 2006 - 2006
Skills
Equities, Trading, Bloomberg, Trading Systems, Investments, Hedge Funds, Golf, Mutual Funds, Capital Markets, Electronic Trading, Securities, Asset Management, Asset Managment, SQL
Education
Bentley University 2003 — 2007
B.S., Economics and Finance
St. John's Prep High School 1999 — 2003
State Street November 2011 - Present
Pulse Trading June 2010 - November 2011
Putnam Investments April 2008 - December 2009
State Street October 2007 - April 2008
MFS Investment Management 2006 - 2006
Skills
Equities, Trading, Bloomberg, Trading Systems, Investments, Hedge Funds, Golf, Mutual Funds, Capital Markets, Electronic Trading, Securities, Asset Management, Asset Managment, SQL
Education
Bentley University 2003 — 2007
B.S., Economics and Finance
St. John's Prep High School 1999 — 2003
Stephen Cantino's Putnam Investments Experience August 2010 - February 2011
Job Data Analyst III at Interactive Data
Industry Financial Services
Experience
Interactive Data November 2013 - Present
Wicked Marionette Games LLC April 2013 - Present
Interactive Data August 2011 - October 2013
UMass Lowell Student Managed Fund September 2010 - June 2011
UMass - Lowell Finance Society September 2010 - June 2011
Putnam Investments August 2010 - February 2011
Northern Bank & Trust Company October 2006 - August 2010
Skills
Microsoft Excel, PowerPoint, Bloomberg, QuickBooks, Turbo Tax, Financial Analysis, Access, Analysis, Research, Microsoft Word, Financial Modeling, Investments, Financial Markets, Mutual Funds, Fixed Income, Thompson One, Reuters, Outlook, Dia, Unity3D, C#, Lotus Notes, SQL, JavaScript, Capital Markets, Options, Alternative Investments, Financial Services, Risk Management, Ventriloquism, Eviews, ADRs
Education
Bentley University 2012 — 2016
Master's of Science in Finance, Finance, Capital Markets
University of Massachusetts at Lowell 2007 — 2011
BSBA, General Finance & Financial Markets
Littleton High School 1999 — 2003
Massachusetts High School Diploma, General Studies
Interactive Data November 2013 - Present
Wicked Marionette Games LLC April 2013 - Present
Interactive Data August 2011 - October 2013
UMass Lowell Student Managed Fund September 2010 - June 2011
UMass - Lowell Finance Society September 2010 - June 2011
Putnam Investments August 2010 - February 2011
Northern Bank & Trust Company October 2006 - August 2010
Skills
Microsoft Excel, PowerPoint, Bloomberg, QuickBooks, Turbo Tax, Financial Analysis, Access, Analysis, Research, Microsoft Word, Financial Modeling, Investments, Financial Markets, Mutual Funds, Fixed Income, Thompson One, Reuters, Outlook, Dia, Unity3D, C#, Lotus Notes, SQL, JavaScript, Capital Markets, Options, Alternative Investments, Financial Services, Risk Management, Ventriloquism, Eviews, ADRs
Education
Bentley University 2012 — 2016
Master's of Science in Finance, Finance, Capital Markets
University of Massachusetts at Lowell 2007 — 2011
BSBA, General Finance & Financial Markets
Littleton High School 1999 — 2003
Massachusetts High School Diploma, General Studies
Stanley Fevrier Stanley Fevrier's Putnam Investments Experience 1998 - 2000
Job Sales and Service Specialist at Bank of America
Industry Financial Services
Experience
Bank of America March 2014 - Present
Fevrier Insurance September 2011 - February 2014
The Herb Chambers Companies June 2013 - November 2013
New York Life Insurance Company April 2009 - December 2010
State Street January 2000 - February 2009
Putnam Investments 1998 - 2000
Skills
Talent Acquisition, Recruiting, Life Insurance, Sales, Cold Calling Experience, Screening Resumes, Call Center, Customer Service, Mentoring, Series 6, Series 63, Retirement, Call Centers, Human Resources, Analysis, Retirement Planning, Business Planning, Insurance, Securities, Employee Benefits, Training, Marketing, Small Business, Mortgage Lending, Negotiation, Financial Services, Finance, Loans, Fixed Annuities, Investments
Education
Bentley University 2007 — 2009
Bachelor of Science (BS), Management minor eco-finance
Bentley University 2004 — 2009
BS, Management Minor: Economics and Finance
Bunker Hill Community College 1999 — 2000
Bank of America March 2014 - Present
Fevrier Insurance September 2011 - February 2014
The Herb Chambers Companies June 2013 - November 2013
New York Life Insurance Company April 2009 - December 2010
State Street January 2000 - February 2009
Putnam Investments 1998 - 2000
Skills
Talent Acquisition, Recruiting, Life Insurance, Sales, Cold Calling Experience, Screening Resumes, Call Center, Customer Service, Mentoring, Series 6, Series 63, Retirement, Call Centers, Human Resources, Analysis, Retirement Planning, Business Planning, Insurance, Securities, Employee Benefits, Training, Marketing, Small Business, Mortgage Lending, Negotiation, Financial Services, Finance, Loans, Fixed Annuities, Investments
Education
Bentley University 2007 — 2009
Bachelor of Science (BS), Management minor eco-finance
Bentley University 2004 — 2009
BS, Management Minor: Economics and Finance
Bunker Hill Community College 1999 — 2000
Christopher Volante's Putnam Investments Experience January 2011 - August 2014
Job Senior Implementation Project Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group August 2014 - Present
Volante Running 2007 - Present
Putnam Investments January 2011 - August 2014
Fidelity Investments January 2006 - January 2011
Fidelity Human Resource Services July 2004 - December 2005
Fidelity Institutional Retirement Services Company April 2000 - June 2004
New York Life Benefit Services, Inc July 1997 - March 2000
Putnam Investments November 1995 - June 1997
Skills
Customer Relations, Investments, Process Improvement, Mentoring, Team Building, Customer Service, Leadership, Project Management, Management, Project Planning, Human Resources, Marketing, Mergers & Acquisitions, Sales, Relationship Management, CRM, Financial Services
Education
Bentley University 1991 — 1995
BS, Marketing
The Newport Group August 2014 - Present
Volante Running 2007 - Present
Putnam Investments January 2011 - August 2014
Fidelity Investments January 2006 - January 2011
Fidelity Human Resource Services July 2004 - December 2005
Fidelity Institutional Retirement Services Company April 2000 - June 2004
New York Life Benefit Services, Inc July 1997 - March 2000
Putnam Investments November 1995 - June 1997
Skills
Customer Relations, Investments, Process Improvement, Mentoring, Team Building, Customer Service, Leadership, Project Management, Management, Project Planning, Human Resources, Marketing, Mergers & Acquisitions, Sales, Relationship Management, CRM, Financial Services
Education
Bentley University 1991 — 1995
BS, Marketing
Ron Woodlock Ron Woodlock's Putnam Investments Experience April 2001 - May 2002
Job Architect and Manager at Performance Architects, Inc.
Industry Information Technology and Services
Experience
Performance Architects, Inc. February 2012 - Present
Accounthink Solutions January 2009 - February 2012
JPMorgan Chase (Washington Mutual) July 2005 - February 2010
JP Morgan Chase (Washington Mutual) November 2003 - July 2005
Putnam Investments April 2001 - May 2002
Putnam Investments October 1997 - April 2001
Global Knowledge Network October 1996 - October 1997
Putnam Investments August 1994 - October 1996
MITRE April 1992 - August 1994
Deloitte & Touche 1988 - 1992
Skills
Data Warehousing, Business Intelligence, Project Management, Data Governance, Sarbanes-Oxley Act, Performance Management, Business Analysis, Essbase, Financial Analysis, Process Improvement, Portfolio Management, IT Strategy, Business Strategy, Analysis, Management, Program Management, Enterprise Software, SDLC, Management Consulting, Business Process, Integration, Outsourcing, Risk Management, Data Modeling, Vendor Management, Finance, Consulting, Leadership, Strategic Financial..., Requirements Gathering
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1998
MBA, Finance
University of Massachusetts Lowell 1984 — 1988
BS, Accounting
Performance Architects, Inc. February 2012 - Present
Accounthink Solutions January 2009 - February 2012
JPMorgan Chase (Washington Mutual) July 2005 - February 2010
JP Morgan Chase (Washington Mutual) November 2003 - July 2005
Putnam Investments April 2001 - May 2002
Putnam Investments October 1997 - April 2001
Global Knowledge Network October 1996 - October 1997
Putnam Investments August 1994 - October 1996
MITRE April 1992 - August 1994
Deloitte & Touche 1988 - 1992
Skills
Data Warehousing, Business Intelligence, Project Management, Data Governance, Sarbanes-Oxley Act, Performance Management, Business Analysis, Essbase, Financial Analysis, Process Improvement, Portfolio Management, IT Strategy, Business Strategy, Analysis, Management, Program Management, Enterprise Software, SDLC, Management Consulting, Business Process, Integration, Outsourcing, Risk Management, Data Modeling, Vendor Management, Finance, Consulting, Leadership, Strategic Financial..., Requirements Gathering
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1998
MBA, Finance
University of Massachusetts Lowell 1984 — 1988
BS, Accounting
Paul Scleparis's Putnam Investments Experience June 2012 - March 2013
Job Research Analyst, Meketa Investment Group
Industry Investment Management
Experience
Meketa Investment Group July 2014 - Present
Meketa Investment Group March 2013 - June 2014
Putnam Investments June 2012 - March 2013
Ameriprise Financial Services, Inc. April 2012 - June 2012
Skills
Bloomberg Terminal, Reuters, Data Analysis, Research, Client Service Oriented, Investments, Fixed Income, Equities, Access, Finance, Investment Strategies, Microsoft Excel, Financial Analysis, Portfolio Management, Asset Management
Education
Bentley University 2008 — 2012
Bachelor's, Economics and Finance
Meketa Investment Group July 2014 - Present
Meketa Investment Group March 2013 - June 2014
Putnam Investments June 2012 - March 2013
Ameriprise Financial Services, Inc. April 2012 - June 2012
Skills
Bloomberg Terminal, Reuters, Data Analysis, Research, Client Service Oriented, Investments, Fixed Income, Equities, Access, Finance, Investment Strategies, Microsoft Excel, Financial Analysis, Portfolio Management, Asset Management
Education
Bentley University 2008 — 2012
Bachelor's, Economics and Finance
Louis Galanis Louis Galanis's Putnam Investments Experience June 2015 - Present
Job Student at Bentley University
Industry Financial Services
Experience
Putnam Investments June 2015 - Present
Route One Liquors September 2011 - Present
Institution for Savings May 2014 - August 2014
Skills
Microsoft Office, Bloomberg Software
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.), Finance, General, 3.6 GPA; Deans List
John Cabot University
Study Abroad - Rome, Italy.
Putnam Investments June 2015 - Present
Route One Liquors September 2011 - Present
Institution for Savings May 2014 - August 2014
Skills
Microsoft Office, Bloomberg Software
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.), Finance, General, 3.6 GPA; Deans List
John Cabot University
Study Abroad - Rome, Italy.
Michael Judge Jr.'s Putnam Investments Experience June 2007 - September 2007
Job Senior Accountant at LoJack Corporation
Industry Security and Investigations
Experience
LoJack Corporation January 2013 - Present
Inbound Real Estate August 2011 - Present
The TJX Companies, Inc. September 2009 - July 2011
Waldron H. Rand & Company January 2007 - June 2009
Putnam Investments June 2007 - September 2007
University Painters June 2006 - September 2006
Skills
Inter-personal, Social Skills, Analytics, People-oriented, Market Research, Market Analysis, Communication, Team-oriented, Microsoft Office, QuickBooks, Leadership, Lease Negotiations, Fast Learner, Solid computer skills, Social Networking, Organization, Sales Skills, People Skills, Contract Negotiation, Sales, Marketing, Customer Service, Accounting, Microsoft Excel, Teamwork, Budgets, PowerPoint
Education
Bentley University 2008 — 2011
Master of Business Administration (M.B.A.), Accounting/Finance/Management
Bentley University 2004 — 2008
Bachelor of Science (BS), Corporate Finance and Accounting
LoJack Corporation January 2013 - Present
Inbound Real Estate August 2011 - Present
The TJX Companies, Inc. September 2009 - July 2011
Waldron H. Rand & Company January 2007 - June 2009
Putnam Investments June 2007 - September 2007
University Painters June 2006 - September 2006
Skills
Inter-personal, Social Skills, Analytics, People-oriented, Market Research, Market Analysis, Communication, Team-oriented, Microsoft Office, QuickBooks, Leadership, Lease Negotiations, Fast Learner, Solid computer skills, Social Networking, Organization, Sales Skills, People Skills, Contract Negotiation, Sales, Marketing, Customer Service, Accounting, Microsoft Excel, Teamwork, Budgets, PowerPoint
Education
Bentley University 2008 — 2011
Master of Business Administration (M.B.A.), Accounting/Finance/Management
Bentley University 2004 — 2008
Bachelor of Science (BS), Corporate Finance and Accounting
Linda Brady's Putnam Investments Experience October 1991 - May 1998
Job Senior Leader, Learning & Organizational Development
Industry Professional Training & Coaching
Experience
Linda M. Brady - Performance Solutions August 2013 - Present
Aspen Technology March 2015 - June 2015
Tandem Training & Consulting, LLC October 2014 - March 2015
National Grid August 2011 - July 2013
Neponset Valley Consulting Group, LLC June 2011 - July 2011
UMass Memorial Health Care November 2008 - June 2010
Dunkin' Brands, Inc April 2005 - October 2007
3Com Corporation November 1999 - August 2003
NSTAR, now Eversource Energy May 1998 - October 1999
Putnam Investments October 1991 - May 1998
Skills
Succession Planning, Change Management, Talent Management, Executive Coaching, Leadership Development, Organizational..., Performance Management, Team Building, Onboarding, Training, Employee Training, Recruiting, Organizational..., Strategy, Organizational Design, Culture Change, MBTI, Personnel Management, Human Resources, Coaching, Career Development, Workshop Facilitation, 360 Feedback, Leadership, Strategic Planning, Management, HR Consulting, Emotional Intelligence, Instructional Design, Executive Development, Consulting, Employee Engagement, Executive Management, Start-ups, Program Management, Performance Improvement, Mergers & Acquisitions, Training Delivery
Education
Bentley University 1979 — 1983
BS, Business Management
Boston College
Human Resources Certificate
Linda M. Brady - Performance Solutions August 2013 - Present
Aspen Technology March 2015 - June 2015
Tandem Training & Consulting, LLC October 2014 - March 2015
National Grid August 2011 - July 2013
Neponset Valley Consulting Group, LLC June 2011 - July 2011
UMass Memorial Health Care November 2008 - June 2010
Dunkin' Brands, Inc April 2005 - October 2007
3Com Corporation November 1999 - August 2003
NSTAR, now Eversource Energy May 1998 - October 1999
Putnam Investments October 1991 - May 1998
Skills
Succession Planning, Change Management, Talent Management, Executive Coaching, Leadership Development, Organizational..., Performance Management, Team Building, Onboarding, Training, Employee Training, Recruiting, Organizational..., Strategy, Organizational Design, Culture Change, MBTI, Personnel Management, Human Resources, Coaching, Career Development, Workshop Facilitation, 360 Feedback, Leadership, Strategic Planning, Management, HR Consulting, Emotional Intelligence, Instructional Design, Executive Development, Consulting, Employee Engagement, Executive Management, Start-ups, Program Management, Performance Improvement, Mergers & Acquisitions, Training Delivery
Education
Bentley University 1979 — 1983
BS, Business Management
Boston College
Human Resources Certificate
Brian Olson, QKA Brian Olson, QKA's Putnam Investments Experience December 1994 - December 2004
Job Vice President at DST Retirement Solutions
Industry Financial Services
Experience
ASPPA Benefits Council of New England January 2013 - Present
DST Retirement Solutions April 2006 - Present
DST Retirement Solutions March 2009 - January 2011
Boston Financial Data Services April 2006 - March 2009
Mercer HR Services January 2005 - April 2006
Putnam Investments December 1994 - December 2004
Skills
401k, Mutual Funds, Retirement, Financial Services, ERISA, Defined Contribution, Investments, Employee Benefits, Securities, Process Improvement, Relationship Management, Vendor Management, Risk Management, Business Analysis, Insurance, Retirement Plan..., Business Process..., Pensions, Mergers & Acquisitions, Defined Benefit, Asset Management, Business Planning, Retirement Planning, SDLC, Visio
Education
Lesley University 1997 — 1999
BS, Business Management
Bentley University 1995 — 1997
none, Pension and Employee Benefits
Bryant University 1989 — 1991
none, Marketing
Dean College 1987 — 1989
Associates, Business Management
ASPPA Benefits Council of New England January 2013 - Present
DST Retirement Solutions April 2006 - Present
DST Retirement Solutions March 2009 - January 2011
Boston Financial Data Services April 2006 - March 2009
Mercer HR Services January 2005 - April 2006
Putnam Investments December 1994 - December 2004
Skills
401k, Mutual Funds, Retirement, Financial Services, ERISA, Defined Contribution, Investments, Employee Benefits, Securities, Process Improvement, Relationship Management, Vendor Management, Risk Management, Business Analysis, Insurance, Retirement Plan..., Business Process..., Pensions, Mergers & Acquisitions, Defined Benefit, Asset Management, Business Planning, Retirement Planning, SDLC, Visio
Education
Lesley University 1997 — 1999
BS, Business Management
Bentley University 1995 — 1997
none, Pension and Employee Benefits
Bryant University 1989 — 1991
none, Marketing
Dean College 1987 — 1989
Associates, Business Management
Joe Palombo Joe Palombo's Putnam Investments Experience January 1994 - December 1999
Job Director Financial Services Tax Advisory at McGladrey
Industry Financial Services
Experience
McGladrey September 2011 - Present
Feeley & Driscoll, P.C. January 2010 - September 2011
Brown Brothers Harriman August 2005 - December 2008
Columbia Management March 2000 - April 2004
Putnam Investments January 1994 - December 1999
Coopers & Lybrand October 1983 - December 1993
PricewaterhouseCoopers 1983 - 1993
Digital Equipment Corporation October 1979 - December 1983
Arthur Young July 1975 - October 1979
Arthur Young 1975 - 1979
Skills
Financial Services, Tax, Mergers, Mutual Funds, Accounting, Auditing, Corporate Governance, Finance, Financial Advisory, Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1989 — 1989
Executive Program
Bentley University 1977 — 1980
MS, Taxation
College of the Holy Cross 1971 — 1975
BA, Economics/Accounting
McGladrey September 2011 - Present
Feeley & Driscoll, P.C. January 2010 - September 2011
Brown Brothers Harriman August 2005 - December 2008
Columbia Management March 2000 - April 2004
Putnam Investments January 1994 - December 1999
Coopers & Lybrand October 1983 - December 1993
PricewaterhouseCoopers 1983 - 1993
Digital Equipment Corporation October 1979 - December 1983
Arthur Young July 1975 - October 1979
Arthur Young 1975 - 1979
Skills
Financial Services, Tax, Mergers, Mutual Funds, Accounting, Auditing, Corporate Governance, Finance, Financial Advisory, Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1989 — 1989
Executive Program
Bentley University 1977 — 1980
MS, Taxation
College of the Holy Cross 1971 — 1975
BA, Economics/Accounting
Marc Peredna's Putnam Investments Experience September 1995 - March 1997
Job Strategic Relationship Manager at Voya Financial
Industry Financial Services
Experience
Voya Financial October 2011 - Present
Voya Financial December 2008 - October 2011
Voya Financial April 2005 - December 2008
Voya Financial December 2002 - April 2005
Voya Financial February 2001 - December 2002
Voya Financial April 1999 - February 2001
Voya Financial March 1997 - April 1999
Putnam Investments September 1995 - March 1997
UPS January 1990 - March 1995
Skills
Process Improvement, Financial Services, 401k, Retirement, Management, Risk Management, Investments, Mutual Funds, CRM, Relationship Management
Education
Bentley University 1994 — 1997
BS, Finance
Voya Financial October 2011 - Present
Voya Financial December 2008 - October 2011
Voya Financial April 2005 - December 2008
Voya Financial December 2002 - April 2005
Voya Financial February 2001 - December 2002
Voya Financial April 1999 - February 2001
Voya Financial March 1997 - April 1999
Putnam Investments September 1995 - March 1997
UPS January 1990 - March 1995
Skills
Process Improvement, Financial Services, 401k, Retirement, Management, Risk Management, Investments, Mutual Funds, CRM, Relationship Management
Education
Bentley University 1994 — 1997
BS, Finance
Lien Ho, PSMI's Putnam Investments Experience June 2003 - October 2004
Job Agile Coach at State Street
Industry Financial Services
Experience
State Street June 2015 - Present
Manulife Financial December 2014 - June 2015
SunGard July 2014 - December 2014
Commonwealth Financial Network August 2013 - June 2014
TIAA-CREF February 2012 - August 2013
Enterprise Iron Financial Industry Solutions, Inc. January 2012 - August 2013
ING USA June 2010 - January 2012
ING (Formerly CitiStreet) January 2005 - December 2011
CitiStreet November 2004 - January 2005
Putnam Investments June 2003 - October 2004
Skills
Certified Scrum Master..., Project Management, Agile Project Management, Requirements Analysis, Business Requirements, Business Analysis, Process Improvement, Risk Management, SharePoint, MS Project, Microsoft Word, Leadership, Microsoft Excel, Quality Assurance, PMO, SunGuard OmniPlus..., Strategic Planning, SDLC, Team Leadership, Business Process..., Visio, Vendor Management, Banking, Software Project..., TFS, JIRA, IBM Rational Tools, Clarity, Compliance, PowerPoint, Power Image, SPARK System, Data Conversion, Vendor, Agile Methodologies, Agile coach
Education
Scrum.org 2013 — 2013
Certificate
Boston University 2008 — 2008
Certificate
Bentley University 1997 — 1999
Certificate
New England Banking Institute 1988 — 1990
Certificate
State Street June 2015 - Present
Manulife Financial December 2014 - June 2015
SunGard July 2014 - December 2014
Commonwealth Financial Network August 2013 - June 2014
TIAA-CREF February 2012 - August 2013
Enterprise Iron Financial Industry Solutions, Inc. January 2012 - August 2013
ING USA June 2010 - January 2012
ING (Formerly CitiStreet) January 2005 - December 2011
CitiStreet November 2004 - January 2005
Putnam Investments June 2003 - October 2004
Skills
Certified Scrum Master..., Project Management, Agile Project Management, Requirements Analysis, Business Requirements, Business Analysis, Process Improvement, Risk Management, SharePoint, MS Project, Microsoft Word, Leadership, Microsoft Excel, Quality Assurance, PMO, SunGuard OmniPlus..., Strategic Planning, SDLC, Team Leadership, Business Process..., Visio, Vendor Management, Banking, Software Project..., TFS, JIRA, IBM Rational Tools, Clarity, Compliance, PowerPoint, Power Image, SPARK System, Data Conversion, Vendor, Agile Methodologies, Agile coach
Education
Scrum.org 2013 — 2013
Certificate
Boston University 2008 — 2008
Certificate
Bentley University 1997 — 1999
Certificate
New England Banking Institute 1988 — 1990
Certificate
James Lacouture's Putnam Investments Experience August 2006 - December 2006
Job Customer / Employee Experience | Cloud | Knowledge Management | Contact Center Optimization | Social Media Management
Industry Computer Software
Experience
Oracle June 2015 - Present
Oracle May 2013 - June 2015
Brown Brothers Harriman August 2007 - January 2013
Reebok January 2007 - July 2007
Putnam Investments August 2006 - December 2006
Skills
Customer Experience, Social Media, Business Strategy, Enterprise Software, New Business Development, SaaS, Business Intelligence, Strategic Planning, Team Leadership, Vendor Management, Cloud Computing, Solution Selling, Contract Negotiation, Cross-functional Team..., Business Analysis, Account Management, Strategy, Management, Marketing
Education
Bentley University
Marketing
Oracle June 2015 - Present
Oracle May 2013 - June 2015
Brown Brothers Harriman August 2007 - January 2013
Reebok January 2007 - July 2007
Putnam Investments August 2006 - December 2006
Skills
Customer Experience, Social Media, Business Strategy, Enterprise Software, New Business Development, SaaS, Business Intelligence, Strategic Planning, Team Leadership, Vendor Management, Cloud Computing, Solution Selling, Contract Negotiation, Cross-functional Team..., Business Analysis, Account Management, Strategy, Management, Marketing
Education
Bentley University
Marketing
Christina Ung, MSA's Putnam Investments Experience November 2010 - March 2011
Job Staff Accountant at Novogradac & Company LLP
Industry Accounting
Experience
ISO Crowe Paradis June 2013 - December 2013
Putnam Investments November 2010 - March 2011
Philips Healthcare September 2008 - January 2009
Skills
Microsoft Excel, Financial Analysis, Account Reconciliation, Management, Leadership, PowerPoint, Accounts Payable, General Ledger, SAP, PeopleSoft, Pivot Tables, Visio, Auditing, Tax Preparation, ProSystem fx Engagement, ProSystem fx Tax, TA2000, OnBase, Microsoft Visio, Microsoft Powerpoint, Professional..., Organization, Financial Statements, GAAP, Internal Controls
Education
University of Massachusetts at Lowell 2013 — 2014
Master of Science (M.S.), Accounting, 3.5
University of Massachusetts at Lowell 2008 — 2012
Bachelor's degree, Accounting, 3.1
Bentley University
ISO Crowe Paradis June 2013 - December 2013
Putnam Investments November 2010 - March 2011
Philips Healthcare September 2008 - January 2009
Skills
Microsoft Excel, Financial Analysis, Account Reconciliation, Management, Leadership, PowerPoint, Accounts Payable, General Ledger, SAP, PeopleSoft, Pivot Tables, Visio, Auditing, Tax Preparation, ProSystem fx Engagement, ProSystem fx Tax, TA2000, OnBase, Microsoft Visio, Microsoft Powerpoint, Professional..., Organization, Financial Statements, GAAP, Internal Controls
Education
University of Massachusetts at Lowell 2013 — 2014
Master of Science (M.S.), Accounting, 3.5
University of Massachusetts at Lowell 2008 — 2012
Bachelor's degree, Accounting, 3.1
Bentley University
Brian Boyden Brian Boyden's Putnam Investments Experience February 1996 - August 1999
Job Equity Research Analyst at Robeco Boston Partners
Industry Investment Management
Experience
Robeco Boston Partners May 2010 - Present
Eaton Vance March 2006 - May 2010
Meketa Investment Group April 2005 - March 2006
Pegasus Investments June 2004 - December 2004
The Boston Company Asset Management, LLC August 1999 - June 2004
Putnam Investments February 1996 - August 1999
Skills
Equities, Investments, Equity Research, Trading, Portfolio Management, Bloomberg, Hedge Funds, Investment Management, Mutual Funds, Options, Emerging Markets, Asset Allocation, Structured Finance, Mergers & Acquisitions, Alternative Investments, Chartered Financial..., Fixed Income, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2003
Masters of Science
Stonehill College 1994 — 1998
BA
Stonehill College 1994 — 1998
BS
Oliver Ames
Robeco Boston Partners May 2010 - Present
Eaton Vance March 2006 - May 2010
Meketa Investment Group April 2005 - March 2006
Pegasus Investments June 2004 - December 2004
The Boston Company Asset Management, LLC August 1999 - June 2004
Putnam Investments February 1996 - August 1999
Skills
Equities, Investments, Equity Research, Trading, Portfolio Management, Bloomberg, Hedge Funds, Investment Management, Mutual Funds, Options, Emerging Markets, Asset Allocation, Structured Finance, Mergers & Acquisitions, Alternative Investments, Chartered Financial..., Fixed Income, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2003
Masters of Science
Stonehill College 1994 — 1998
BA
Stonehill College 1994 — 1998
BS
Oliver Ames
Paul D Keith Jr.'s Putnam Investments Experience September 1995 - April 1997
Job Accomplished Director of Product ManagementDedicated to automating financial services back office
Industry Financial Services
Experience
Wolters Kluwer Financial Services September 2014 - Present
Wolters Kluwer Financial Services July 2008 - September 2014
Wolters Kluwer Financial Services April 2005 - July 2008
State Street February 2003 - April 2005
State Street February 2001 - February 2003
State Street February 2000 - February 2001
State Street March 1998 - February 2000
State Street April 1997 - March 1998
Putnam Investments September 1995 - April 1997
Putnam Investments March 1994 - September 1995
Skills
Product Management, Product Development, Mutual Funds, Securities, Hedge Funds, Investments, Finance, Financial Services, Financial Analysis, Accounting, Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, 3.7 GPA
Framingham State University
Bachelor of Business Administration (B.B.A.), 3.2
Wolters Kluwer Financial Services September 2014 - Present
Wolters Kluwer Financial Services July 2008 - September 2014
Wolters Kluwer Financial Services April 2005 - July 2008
State Street February 2003 - April 2005
State Street February 2001 - February 2003
State Street February 2000 - February 2001
State Street March 1998 - February 2000
State Street April 1997 - March 1998
Putnam Investments September 1995 - April 1997
Putnam Investments March 1994 - September 1995
Skills
Product Management, Product Development, Mutual Funds, Securities, Hedge Funds, Investments, Finance, Financial Services, Financial Analysis, Accounting, Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, 3.7 GPA
Framingham State University
Bachelor of Business Administration (B.B.A.), 3.2
Kimberly Benevides, CPA, MST's Putnam Investments Experience 2006 - 2007
Job Supervisor KLR
Industry Accounting
Experience
KLR September 2015 - Present
KAF Financial Group September 2011 - September 2015
Piccerelli, Gilstein, & Co. January 2008 - September 2011
James A. George, P.C. June 2007 - December 2007
Putnam Investments 2006 - 2007
Windmill Cycles 2000 - 2006
Skills
Financial Analysis, Auditing, US GAAP, Accounting, Financial Reporting, Corporate Tax Planning, Corporate Tax, Income Tax, Nonprofit Consulting, Business Management, Customer Relations, Microsoft Office, Internal Controls, Tax Research, Financial Accounting, Tax Preparation, CPA, GAAP, Customer Service, Financial Statements, Tax, Tax Accounting, Tax Returns, SEC filings, Nonprofits
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
Masters, Taxation
University of Massachusetts Dartmouth 2003 — 2007
Bachelor of Science, Accounting
KLR September 2015 - Present
KAF Financial Group September 2011 - September 2015
Piccerelli, Gilstein, & Co. January 2008 - September 2011
James A. George, P.C. June 2007 - December 2007
Putnam Investments 2006 - 2007
Windmill Cycles 2000 - 2006
Skills
Financial Analysis, Auditing, US GAAP, Accounting, Financial Reporting, Corporate Tax Planning, Corporate Tax, Income Tax, Nonprofit Consulting, Business Management, Customer Relations, Microsoft Office, Internal Controls, Tax Research, Financial Accounting, Tax Preparation, CPA, GAAP, Customer Service, Financial Statements, Tax, Tax Accounting, Tax Returns, SEC filings, Nonprofits
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
Masters, Taxation
University of Massachusetts Dartmouth 2003 — 2007
Bachelor of Science, Accounting
Karen (McDonnell) Drakos's Putnam Investments Experience 1984 - 1996
Job Career Coach ~ Executive Coach
Industry Financial Services
Experience
Transition Solutions November 2011 - Present
Grantham, Mayo & Van Otterloo & Co. LLC (GMO) 2006 - March 2011
Wachovia (Wells Fargo) - Evergreen Investments 2002 - 2006
State Street Global Advisors 2000 - 2002
State Street Global Advisors 1998 - 2000
Putnam Investments 1984 - 1996
Skills
Marketing Communications, Brand Management, RFP, Advertising, Web Marketing, Career Development..., Salary Negotiation, Interviewing Skills, Project Management, Mock Interviews, Leadership Development
Education
Bentley University
BS Marketing, Marketing and Computer Information Systems
Archbishop Wood High School for Girls 1970 — 1974
Transition Solutions November 2011 - Present
Grantham, Mayo & Van Otterloo & Co. LLC (GMO) 2006 - March 2011
Wachovia (Wells Fargo) - Evergreen Investments 2002 - 2006
State Street Global Advisors 2000 - 2002
State Street Global Advisors 1998 - 2000
Putnam Investments 1984 - 1996
Skills
Marketing Communications, Brand Management, RFP, Advertising, Web Marketing, Career Development..., Salary Negotiation, Interviewing Skills, Project Management, Mock Interviews, Leadership Development
Education
Bentley University
BS Marketing, Marketing and Computer Information Systems
Archbishop Wood High School for Girls 1970 — 1974
Hugh Carter's Putnam Investments Experience October 1992 - November 1995
Job VP Client Oversight at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan November 2010 - Present
State Street 2005 - 2010
PFPC, Inc. 1997 - 2006
Putnam Investments October 1992 - November 1995
BBH 1980 - 1992
Skills
Mutual Funds, Financial Reporting, Hedge Funds, Securities, Equities, Fixed Income, Bloomberg, Fund Administration, Fund Accounting, Fund Of Funds, Derivatives, Global Custody, Middle Office, Asset Management, Corporate Actions, Swaps, Investment Management, Alternative Investments, Financial Services, ETFs
Education
Bentley University
Associate of Science (A.S.), Accounting
J.P. Morgan November 2010 - Present
State Street 2005 - 2010
PFPC, Inc. 1997 - 2006
Putnam Investments October 1992 - November 1995
BBH 1980 - 1992
Skills
Mutual Funds, Financial Reporting, Hedge Funds, Securities, Equities, Fixed Income, Bloomberg, Fund Administration, Fund Accounting, Fund Of Funds, Derivatives, Global Custody, Middle Office, Asset Management, Corporate Actions, Swaps, Investment Management, Alternative Investments, Financial Services, ETFs
Education
Bentley University
Associate of Science (A.S.), Accounting
Elizabeth Fitzgerald's Putnam Investments Experience 2005 - 2007
Job Account Manager at CA Technologies
Industry Computer Software
Experience
CA Technologies August 2012 - Present
Bristol-Myers Squibb December 2007 - September 2012
Putnam Investments 2005 - 2007
Skills
Account Management, Salesforce.com, Pharmaceutical Sales, Sales, New Business Development, Forecasting, Market Research, Strategic Planning, Business Development, Marketing, Business Analysis
Education
Bentley University 2000 — 2004
Bachelor of Science (BS), Finance, General
CA Technologies August 2012 - Present
Bristol-Myers Squibb December 2007 - September 2012
Putnam Investments 2005 - 2007
Skills
Account Management, Salesforce.com, Pharmaceutical Sales, Sales, New Business Development, Forecasting, Market Research, Strategic Planning, Business Development, Marketing, Business Analysis
Education
Bentley University 2000 — 2004
Bachelor of Science (BS), Finance, General
Jackie Lessard's Putnam Investments Experience February 1996 - March 2004
Job Implementation Requirements Lead at Mercer
Industry Financial Services
Phil Fontana, CFA's Putnam Investments Experience 1998 - 2000
Job Vice President, Head of Product Development
Industry Investment Management
Experience
John Hancock Investment Management Services March 2009 - September 2011
Wellington Management August 2000 - March 2009
Wellington Management International Ltd July 2006 - December 2008
Putnam Investments 1998 - 2000
Skills
Chartered Financial..., Chartered Alternative..., Series 3
Education
Boston University Questrom School of Business 2001 — 2004
Graduate
Bentley University 1994 — 1998
Bachelors of Science, Finance
Bentley University 1994 — 1998
BS, Finance
John Hancock Investment Management Services March 2009 - September 2011
Wellington Management August 2000 - March 2009
Wellington Management International Ltd July 2006 - December 2008
Putnam Investments 1998 - 2000
Skills
Chartered Financial..., Chartered Alternative..., Series 3
Education
Boston University Questrom School of Business 2001 — 2004
Graduate
Bentley University 1994 — 1998
Bachelors of Science, Finance
Bentley University 1994 — 1998
BS, Finance
Kevin Molesky, CIMA®'s Putnam Investments Experience June 2011 - Present
Job Sr Regional Marketing Director/Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2011 - Present
Putnam Investments May 1995 - June 2011
Skills
Wealth Management, Series 63, Series 7, Mutual Funds, Asset Allocation, Series 6, 529 Plans, Investments, Practice Management, Series 65, Separately Managed..., 401k, Retirement
Education
Bentley University 1994 — 1997
BS, Finance
Putnam Investments June 2011 - Present
Putnam Investments May 1995 - June 2011
Skills
Wealth Management, Series 63, Series 7, Mutual Funds, Asset Allocation, Series 6, 529 Plans, Investments, Practice Management, Series 65, Separately Managed..., 401k, Retirement
Education
Bentley University 1994 — 1997
BS, Finance
Karen Melo, CFP®, ADPA's Putnam Investments Experience September 1999 - April 2001
Job Financial Services Professional
Industry Financial Services
Experience
Baystate Financial September 2009 - Present
Independence Financial Partners March 2007 - September 2009
State Street Bank June 2001 - February 2007
Putnam Investments September 1999 - April 2001
Education
College for Financial Planning 2014 — 2017
Master of Science in Financial Planning (MSFP)
Bentley University 2005 — 2008
Financial Planning Program
University of Massachusetts Dartmouth 1997 — 2001
B.S., Finance
Baystate Financial September 2009 - Present
Independence Financial Partners March 2007 - September 2009
State Street Bank June 2001 - February 2007
Putnam Investments September 1999 - April 2001
Education
College for Financial Planning 2014 — 2017
Master of Science in Financial Planning (MSFP)
Bentley University 2005 — 2008
Financial Planning Program
University of Massachusetts Dartmouth 1997 — 2001
B.S., Finance
Michael Haggerty's Putnam Investments Experience January 2006 - March 2012
Job Senior Business Analyst at Wipro Technologies
Industry Investment Management
Experience
Wipro Technologies at State Street Corp March 2012 - Present
Putnam Investments January 2006 - March 2012
Independence Investments January 1997 - January 2006
Skills
Equities, Bloomberg, Investments, Mutual Funds, Business Analysis, Microsoft Office, Analytics, Fixed Income, Derivatives, Excel, Access, Competitive Analysis, Financial Reporting, Securities, Data Analysis, Client Service, Process Improvement, SQL, Morningstar, Lipper, Corporate Actions, Portfolio Management, Analysis, Mergers & Acquisitions
Education
Bentley University 1995 — 2000
BS, Finance
Bridgton Academy 1993 — 1994
Wipro Technologies at State Street Corp March 2012 - Present
Putnam Investments January 2006 - March 2012
Independence Investments January 1997 - January 2006
Skills
Equities, Bloomberg, Investments, Mutual Funds, Business Analysis, Microsoft Office, Analytics, Fixed Income, Derivatives, Excel, Access, Competitive Analysis, Financial Reporting, Securities, Data Analysis, Client Service, Process Improvement, SQL, Morningstar, Lipper, Corporate Actions, Portfolio Management, Analysis, Mergers & Acquisitions
Education
Bentley University 1995 — 2000
BS, Finance
Bridgton Academy 1993 — 1994
Chetan Aras Chetan Aras's Putnam Investments Experience 2002 - 2005
Job Counsel at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors October 2014 - Present
Ropes & Gray LLP January 2010 - September 2014
Sapient 2005 - 2006
Putnam Investments 2002 - 2005
Skills
Hedge Funds, Mutual Funds, Investment Management, Financial Reporting, Financial Planning, Accounting, Strategic Financial..., Finance, Private Equity, Due Diligence, Corporate Governance, Acquisition Integration, Mergers & Acquisitions, SEC filings, Equities, Corporate Finance, Capital Markets, Restructuring, Corporate Law, Venture Capital, Legal Writing, Securities, Securities Regulation, Alternative Investments, Litigation, Legal Research, Estate Planning, Analysis
Education
The University of Chicago 2006 — 2009
JD, Law
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2005
MSA, Accountancy
Tufts University 1998 — 2002
BA, Economics, International Relations
Dimensional Fund Advisors October 2014 - Present
Ropes & Gray LLP January 2010 - September 2014
Sapient 2005 - 2006
Putnam Investments 2002 - 2005
Skills
Hedge Funds, Mutual Funds, Investment Management, Financial Reporting, Financial Planning, Accounting, Strategic Financial..., Finance, Private Equity, Due Diligence, Corporate Governance, Acquisition Integration, Mergers & Acquisitions, SEC filings, Equities, Corporate Finance, Capital Markets, Restructuring, Corporate Law, Venture Capital, Legal Writing, Securities, Securities Regulation, Alternative Investments, Litigation, Legal Research, Estate Planning, Analysis
Education
The University of Chicago 2006 — 2009
JD, Law
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2005
MSA, Accountancy
Tufts University 1998 — 2002
BA, Economics, International Relations
Marianne Randall's Putnam Investments Experience October 1995 - August 2000
Job Account Coordinator at Analog Devices
Industry Semiconductors
Experience
Analog Devices, Inc April 2008 - Present
Bed Bath & Beyond April 2010 - September 2012
Dean Foods March 2006 - April 2008
CVS November 2002 - December 2006
Printworks October 2000 - February 2002
Putnam Investments October 1995 - August 2000
BayBank Systems, Inc January 1992 - January 1995
Skills
SAP, Customer Service, Account Reconciliation, Accounts Receivable, Invoicing, Merchandising, Microsoft Excel, Inventory Management, Microsoft Word, Microsoft Office, Sarbanes-Oxley Act, Project Management, Sales Management, Sales Operations, Sales, Leadership
Education
Bentley University
B.S, Management
Analog Devices, Inc April 2008 - Present
Bed Bath & Beyond April 2010 - September 2012
Dean Foods March 2006 - April 2008
CVS November 2002 - December 2006
Printworks October 2000 - February 2002
Putnam Investments October 1995 - August 2000
BayBank Systems, Inc January 1992 - January 1995
Skills
SAP, Customer Service, Account Reconciliation, Accounts Receivable, Invoicing, Merchandising, Microsoft Excel, Inventory Management, Microsoft Word, Microsoft Office, Sarbanes-Oxley Act, Project Management, Sales Management, Sales Operations, Sales, Leadership
Education
Bentley University
B.S, Management
Travis Kessock, AAMS®'s Putnam Investments Experience October 2001 - March 2003
Job Financial Advisor, Partner at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2003 - Present
Putnam Investments October 2001 - March 2003
Skills
Mutual Funds, Series 7, Wealth Management, Investments, Retirement Planning, 401k, Pensions, Equity Research, Asset Managment, Portfolio Management, Retirement, Financial Analysis, Investment Strategies, Series 63, Securities, Strategic Financial..., Uniform Combined State..., Investment Advisory, Asset Management, Financial Planning
Education
College for Financial Planning 2006 — 2007
AAMS®
Bentley University 1997 — 2001
Undergradaute Degree B.S.
Cushing Academy 1993 — 1997
Edward Jones March 2003 - Present
Putnam Investments October 2001 - March 2003
Skills
Mutual Funds, Series 7, Wealth Management, Investments, Retirement Planning, 401k, Pensions, Equity Research, Asset Managment, Portfolio Management, Retirement, Financial Analysis, Investment Strategies, Series 63, Securities, Strategic Financial..., Uniform Combined State..., Investment Advisory, Asset Management, Financial Planning
Education
College for Financial Planning 2006 — 2007
AAMS®
Bentley University 1997 — 2001
Undergradaute Degree B.S.
Cushing Academy 1993 — 1997
Sara Eldemery's Putnam Investments Experience May 2015 - Present
Job Administrative Assistant Conference Planning/Travel at Putnam Investments
Industry Events Services
Experience
Putnam Investments May 2015 - Present
FM&A Events (Faith Moore & Associates, LTD) May 2014 - May 2015
FM&A Events (Faith Moore & Associates, LTD) January 2014 - April 2014
Morrissey Goodale LLC September 2013 - January 2014
MFS Investment Management June 2013 - August 2013
MFS Investment Management June 2012 - August 2012
Skills
Outlook, Microsoft Word, Microsoft Excel, PowerPoint, English, Teamwork, Microsoft Office, Recruiting, Executive Search, Salesforce.com, PeopleSoft, Negotiation, SharePoint, Changepoint, Event Planning, Event Management, Customer Service, Corporate Events, Social Media, Vendor Relationship..., Team Building
Education
Bentley University 2010 — 2014
Business Management
Oliver Ames High School 2006 — 2010
Putnam Investments May 2015 - Present
FM&A Events (Faith Moore & Associates, LTD) May 2014 - May 2015
FM&A Events (Faith Moore & Associates, LTD) January 2014 - April 2014
Morrissey Goodale LLC September 2013 - January 2014
MFS Investment Management June 2013 - August 2013
MFS Investment Management June 2012 - August 2012
Skills
Outlook, Microsoft Word, Microsoft Excel, PowerPoint, English, Teamwork, Microsoft Office, Recruiting, Executive Search, Salesforce.com, PeopleSoft, Negotiation, SharePoint, Changepoint, Event Planning, Event Management, Customer Service, Corporate Events, Social Media, Vendor Relationship..., Team Building
Education
Bentley University 2010 — 2014
Business Management
Oliver Ames High School 2006 — 2010
Thomas Atwood, CFA's Putnam Investments Experience April 1994 - October 1995
Job Director, Process Engineering and Program Management at Ingenico Group
Industry Information Technology and Services
Experience
Ingenico Mobile Solutions (formerly ROAM) August 2013 - Present
Pentucket Research May 2012 - May 2015
Ingenico Mobile Solutions (formerly ROAM Data, Inc.) May 2012 - August 2013
Pentucket Capital Management, LLC April 2008 - May 2012
Stark Investments November 2006 - April 2008
Whitebridge Management Company, LLC January 2005 - November 2006
Wellington Management Company, LLP July 1998 - December 2004
Wellington Management Company, LLP October 1995 - July 1998
Putnam Investments April 1994 - October 1995
Bankers Trust Company April 1993 - March 1994
Skills
Hedge Funds, Equities, Portfolio Management, Equity Research, Investments, Valuation, Bloomberg, Mutual Funds, Alternative Investments, Asset Management, Finance, Company Valuation, Venture Capital, Investment Management, Asset Allocation, Fixed Income, Financial Modeling, Investment Strategies, Securities, Corporate Finance, Competitive Analysis, Capital Markets, ETFs, Options, Risk Management, Equity Valuation, Fund Of Funds, Financial Markets, Trading, Trading Strategies, Comparable Analysis, Enterprise Valuation, Global Asset Management, Industry Analysis, Stock Picking, Valuation Modeling, FactSet, C#, F#, R
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Boston College 1994 — 1996
MS, Finance, 3.28
Bentley University 1988 — 1992
BS, Economics-Finance, 3.43
Pentucket Regional High School 1984 — 1988
High School Diploma
Ingenico Mobile Solutions (formerly ROAM) August 2013 - Present
Pentucket Research May 2012 - May 2015
Ingenico Mobile Solutions (formerly ROAM Data, Inc.) May 2012 - August 2013
Pentucket Capital Management, LLC April 2008 - May 2012
Stark Investments November 2006 - April 2008
Whitebridge Management Company, LLC January 2005 - November 2006
Wellington Management Company, LLP July 1998 - December 2004
Wellington Management Company, LLP October 1995 - July 1998
Putnam Investments April 1994 - October 1995
Bankers Trust Company April 1993 - March 1994
Skills
Hedge Funds, Equities, Portfolio Management, Equity Research, Investments, Valuation, Bloomberg, Mutual Funds, Alternative Investments, Asset Management, Finance, Company Valuation, Venture Capital, Investment Management, Asset Allocation, Fixed Income, Financial Modeling, Investment Strategies, Securities, Corporate Finance, Competitive Analysis, Capital Markets, ETFs, Options, Risk Management, Equity Valuation, Fund Of Funds, Financial Markets, Trading, Trading Strategies, Comparable Analysis, Enterprise Valuation, Global Asset Management, Industry Analysis, Stock Picking, Valuation Modeling, FactSet, C#, F#, R
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Boston College 1994 — 1996
MS, Finance, 3.28
Bentley University 1988 — 1992
BS, Economics-Finance, 3.43
Pentucket Regional High School 1984 — 1988
High School Diploma
Anne Mamaghani's Putnam Investments Experience September 2003 - January 2005
Job Senior Manager, User Experience Research/Human Factors at eBay Inc
Industry Internet
Experience
eBay Inc January 2013 - Present
eBay October 2010 - January 2013
Yahoo! January 2005 - September 2010
Putnam Investments September 2003 - January 2005
Fidelity Investments August 2003 - August 2003
Bentley University Design and Usability Testing Center August 2002 - May 2003
NerveWire May 2000 - February 2003
Staples June 2002 - August 2002
Kenan Systems/Lucent Technologies 1999 - 2000
Student.Com 1998 - 1999
Skills
Task Analysis, Card Sorting, Contextual Inquiry, Participatory Design, Diary Studies, Paper Prototype..., Usability Evaluation, Ethnography, Personas, Concept Testing, Focus Group Facilitation, Cognitive Walkthroughs, Eye-Tracking, Remote Usability..., Surveys, Team Leadership, Data Triangulation, Content Management, Presentation..., Mentorship, Project Management, Information Design, Writing, Editing, Usability Testing, Presentations, Persona, Interaction Design, Usability, User-centered Design, Heuristic Evaluation, User Experience, Content Strategy, Accessibility, Analytics, Information Architecture, User Interface Design, Agile Methodologies, User Interface, Web Analytics, User Research, Strategy, Management, Wireframes, Product Management, Leadership, Mobile Devices, Mobile Applications, E-commerce
Education
Bentley University 2002 — 2003
Master of Science, Human Factors in Information Design, Human Factors, Information Design, Cognitive Psychology
Indiana University 1992 — 1996
Bachelor of Arts, Journalism, Journalism
eBay Inc January 2013 - Present
eBay October 2010 - January 2013
Yahoo! January 2005 - September 2010
Putnam Investments September 2003 - January 2005
Fidelity Investments August 2003 - August 2003
Bentley University Design and Usability Testing Center August 2002 - May 2003
NerveWire May 2000 - February 2003
Staples June 2002 - August 2002
Kenan Systems/Lucent Technologies 1999 - 2000
Student.Com 1998 - 1999
Skills
Task Analysis, Card Sorting, Contextual Inquiry, Participatory Design, Diary Studies, Paper Prototype..., Usability Evaluation, Ethnography, Personas, Concept Testing, Focus Group Facilitation, Cognitive Walkthroughs, Eye-Tracking, Remote Usability..., Surveys, Team Leadership, Data Triangulation, Content Management, Presentation..., Mentorship, Project Management, Information Design, Writing, Editing, Usability Testing, Presentations, Persona, Interaction Design, Usability, User-centered Design, Heuristic Evaluation, User Experience, Content Strategy, Accessibility, Analytics, Information Architecture, User Interface Design, Agile Methodologies, User Interface, Web Analytics, User Research, Strategy, Management, Wireframes, Product Management, Leadership, Mobile Devices, Mobile Applications, E-commerce
Education
Bentley University 2002 — 2003
Master of Science, Human Factors in Information Design, Human Factors, Information Design, Cognitive Psychology
Indiana University 1992 — 1996
Bachelor of Arts, Journalism, Journalism
Deborah Goodman's Putnam Investments Experience September 2000 - March 2004
Job Principal Information Architect at Fidelity Investments
Industry Internet
Experience
Fidelity Investments September 2010 - Present
Nokia June 2008 - March 2010
Fidelity Investments May 2007 - March 2008
BlueCross BlueShield of Massachusetts August 2006 - 2007
The MathWorks July 2004 - March 2005
Putnam Investments September 2000 - March 2004
Education
Bentley University 2004 — 2005
Master of Science in Human Factors in Information Design
University of Massachusetts, Amherst 1994 — 1995
Master of Science, Interior Architecture
Boston University 1984 — 1988
Bachelor of Arts, Art History
Fidelity Investments September 2010 - Present
Nokia June 2008 - March 2010
Fidelity Investments May 2007 - March 2008
BlueCross BlueShield of Massachusetts August 2006 - 2007
The MathWorks July 2004 - March 2005
Putnam Investments September 2000 - March 2004
Education
Bentley University 2004 — 2005
Master of Science in Human Factors in Information Design
University of Massachusetts, Amherst 1994 — 1995
Master of Science, Interior Architecture
Boston University 1984 — 1988
Bachelor of Arts, Art History
Joe Micale's Putnam Investments Experience April 1996 - November 1998
Job Team Lead Principal Technical Product Specialist at Charles River Development
Industry Computer Software
Experience
Charles River Development November 1999 - Present
Putnam Investments April 1996 - November 1998
Putnam Investments 1991 - 1996
Skills
Charles River IMS, Order Management, Market Data, Trading Systems, Eagle PACE, Software Implementation, Electronic Trading, Sybase, Straight Through..., Options, Fixed Income, Derivatives, FX Options, Portfolio Management, Market Risk, Equities, Financial Markets, Trading, Oracle
Education
Bentley University 1987 — 1991
Bachelor of Science (BS), Accounting
Charles River Development November 1999 - Present
Putnam Investments April 1996 - November 1998
Putnam Investments 1991 - 1996
Skills
Charles River IMS, Order Management, Market Data, Trading Systems, Eagle PACE, Software Implementation, Electronic Trading, Sybase, Straight Through..., Options, Fixed Income, Derivatives, FX Options, Portfolio Management, Market Risk, Equities, Financial Markets, Trading, Oracle
Education
Bentley University 1987 — 1991
Bachelor of Science (BS), Accounting
Robert Shapiro, CFA, CAIA's Putnam Investments Experience 1998 - 2004
Job Portfolio Manager at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors September 2005 - Present
Putnam Investments 1998 - 2004
Investors Bank & Trust October 1992 - May 1996
Skills
Asset Management, Equities, Portfolio Management, Bloomberg, Tactical Asset..., Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments
Education
Brandeis University 1988 — 1992
Bachelor's degree, Economics
Bentley University
Master of Business Administration (MBA), Finance, General
State Street Global Advisors September 2005 - Present
Putnam Investments 1998 - 2004
Investors Bank & Trust October 1992 - May 1996
Skills
Asset Management, Equities, Portfolio Management, Bloomberg, Tactical Asset..., Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments
Education
Brandeis University 1988 — 1992
Bachelor's degree, Economics
Bentley University
Master of Business Administration (MBA), Finance, General
Fredric Levine's Putnam Investments Experience 1998 - 2001
Job Director, IS Audit
Industry Information Technology and Services
Experience
John Hancock Financial Services July 2007 - January 2010
Cognos 2004 - 2007
BNY Mellon 2003 - 2006
Putnam Investments 1998 - 2001
Skills
Risk Management, Business Intelligence, Business Analysis, Sarbanes-Oxley Act, Process Improvement, Auditing, Analytics, Enterprise Risk...
Education
Bentley University 1994 — 1998
John Hancock Financial Services July 2007 - January 2010
Cognos 2004 - 2007
BNY Mellon 2003 - 2006
Putnam Investments 1998 - 2001
Skills
Risk Management, Business Intelligence, Business Analysis, Sarbanes-Oxley Act, Process Improvement, Auditing, Analytics, Enterprise Risk...
Education
Bentley University 1994 — 1998
Joe Berardi's Putnam Investments Experience August 2000 - October 2002
Job Business Systems Analyst (QA Analyst) at BNY Standish Mellon
Industry Information Technology and Services
Experience
BNY - Standish Mellon June 2012 - Present
Linedata Services September 2007 - June 2012
Evergreen Investments June 2007 - August 2007
Fidelity Investments August 2005 - April 2007
CitiStreet October 2004 - June 2005
Mercer March 2002 - September 2004
Putnam Investments August 2000 - October 2002
Putnam Investments 1995 - 1997
Skills
SQL, Agile, Testing, SDLC, Quality Assurance, User Acceptance Testing, Excel
Education
Bentley University 1997 — 2001
MBA, Finance
Providence College 1991 — 1995
Bachelor of Science (B.S.), Marketing
BNY - Standish Mellon June 2012 - Present
Linedata Services September 2007 - June 2012
Evergreen Investments June 2007 - August 2007
Fidelity Investments August 2005 - April 2007
CitiStreet October 2004 - June 2005
Mercer March 2002 - September 2004
Putnam Investments August 2000 - October 2002
Putnam Investments 1995 - 1997
Skills
SQL, Agile, Testing, SDLC, Quality Assurance, User Acceptance Testing, Excel
Education
Bentley University 1997 — 2001
MBA, Finance
Providence College 1991 — 1995
Bachelor of Science (B.S.), Marketing
KellyAnn Brevde's Putnam Investments Experience July 2007 - Present
Job Senior Performance & Analytics Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2007 - Present
State Street 2005 - 2007
Skills
Equities, Mutual Funds, Bloomberg
Education
Bentley University 1995 — 1999
Putnam Investments July 2007 - Present
State Street 2005 - 2007
Skills
Equities, Mutual Funds, Bloomberg
Education
Bentley University 1995 — 1999
Mike Masse, PMP's Putnam Investments Experience April 2000 - January 2005
Job Benefits Outsourcing Project Manager at Towers Watson
Industry Outsourcing/Offshoring
Experience
Towers Watson December 2014 - Present
Mercer January 2005 - November 2014
Putnam Investments April 2000 - January 2005
Putnam Investments February 1996 - April 2000
Skills
Employee Benefits, Project Management, Process Improvement, Outsourcing, Management, Vendor Management, Budgets, Change Management, Performance Management, Risk Management, Leadership, Business Process..., Customer Service, Business Planning, Access
Education
Providence College
MBA, Business Management
Bentley College 1996 — 1997
Certificate in Pension Law & Administration
Providence College 1984 — 1988
Bachelor of Science (BS), Business Management
Towers Watson December 2014 - Present
Mercer January 2005 - November 2014
Putnam Investments April 2000 - January 2005
Putnam Investments February 1996 - April 2000
Skills
Employee Benefits, Project Management, Process Improvement, Outsourcing, Management, Vendor Management, Budgets, Change Management, Performance Management, Risk Management, Leadership, Business Process..., Customer Service, Business Planning, Access
Education
Providence College
MBA, Business Management
Bentley College 1996 — 1997
Certificate in Pension Law & Administration
Providence College 1984 — 1988
Bachelor of Science (BS), Business Management
Bob Linskey's Putnam Investments Experience May 2015 - Present
Job External Wholesaler Regional Investment Consultant RIA Advisory Group at Putnam Investments
Industry Financial Services
Experience
Putnam Investments May 2015 - Present
Putnam Investments July 2014 - April 2015
Putnam Investments June 2011 - April 2015
Skills
Series 63, Mutual Funds, Series 7, Series 6, Series 65
Education
Bentley University 2007 — 2011
Finance, Corporate Communications
Governor Dummer Academy 2004 — 2007
Putnam Investments May 2015 - Present
Putnam Investments July 2014 - April 2015
Putnam Investments June 2011 - April 2015
Skills
Series 63, Mutual Funds, Series 7, Series 6, Series 65
Education
Bentley University 2007 — 2011
Finance, Corporate Communications
Governor Dummer Academy 2004 — 2007
Steve Kotsiras's Putnam Investments Experience 2004 - Present
Job Alternative Investments Product Manager at Putnam Investments
Industry Investment Management
Experience
Putnam Investments 2004 - Present
Putnam Investments 1998 - 2004
Skills
Private Equity, Alternative Investments, Investor Relations, Financial Reporting, Institutional..., Product Management, Mutual Funds, Equities, Series 7, Fixed Income, Investments, Hedge Funds, Investment Management
Education
Clark University 1987 — 1991
BA
Bentley College - Elkin B. McCallum Graduate School of Business
MBA
Putnam Investments 2004 - Present
Putnam Investments 1998 - 2004
Skills
Private Equity, Alternative Investments, Investor Relations, Financial Reporting, Institutional..., Product Management, Mutual Funds, Equities, Series 7, Fixed Income, Investments, Hedge Funds, Investment Management
Education
Clark University 1987 — 1991
BA
Bentley College - Elkin B. McCallum Graduate School of Business
MBA
James O'Shaughnessy's Putnam Investments Experience 2002 - 2005
Job Database Development and Analytics Manager at Blackbaud
Industry Computer Software
Experience
Blackbaud September 2014 - Present
Blackbaud October 2007 - August 2014
Target Analysis Group March 2005 - October 2007
Putnam Investments 2002 - 2005
Teradyne Inc 1997 - 2002
Ionics Inc 1987 - 1997
Skills
Databases, Agile Methodologies, SaaS, SQL, Business Analysis, Analytics, Microsoft SQL Server, SQL Server Management..., CRM, PL/SQL, Data Warehousing, Enterprise Software, SDLC, Software Project..., Business Intelligence, Software Development, Program Management, Data Analysis, Management
Education
Bentley University 2014 — 2018
Master's Degree, Business Analytics
Bentley University 1994 — 1997
Masters of Science, Computer Information Systems, Cum Laude
Boston College 1988 — 1993
Bachelor of Arts (BA), Business Administration and Management, General, Summa Cum Laude
Blackbaud September 2014 - Present
Blackbaud October 2007 - August 2014
Target Analysis Group March 2005 - October 2007
Putnam Investments 2002 - 2005
Teradyne Inc 1997 - 2002
Ionics Inc 1987 - 1997
Skills
Databases, Agile Methodologies, SaaS, SQL, Business Analysis, Analytics, Microsoft SQL Server, SQL Server Management..., CRM, PL/SQL, Data Warehousing, Enterprise Software, SDLC, Software Project..., Business Intelligence, Software Development, Program Management, Data Analysis, Management
Education
Bentley University 2014 — 2018
Master's Degree, Business Analytics
Bentley University 1994 — 1997
Masters of Science, Computer Information Systems, Cum Laude
Boston College 1988 — 1993
Bachelor of Arts (BA), Business Administration and Management, General, Summa Cum Laude
Joshua Folsom's Putnam Investments Experience October 1998 - February 2000
Job Director of Information Systems at Columbia Construction Company
Industry Construction
Experience
Columbia Construction Company March 2000 - Present
Putnam Investments October 1998 - February 2000
Education
Bentley University 1994 — 1998
Bachelor's Degree, Finance
Columbia Construction Company March 2000 - Present
Putnam Investments October 1998 - February 2000
Education
Bentley University 1994 — 1998
Bachelor's Degree, Finance
Ariane Croft's Putnam Investments Experience 2001 - 2008
Job Senior Relationship Manager, Investment Only
Industry Investment Management
Experience
Principal Global Investors May 2008 - Present
Putnam Investments 2001 - 2008
Putnam Investments 2000 - 2001
Putnam Investments 1996 - 2000
Putnam Investments 1994 - 1996
Skills
Mutual Funds, Investments, FINRA, Portfolio Management, Retirement Planning, Series 7, Investment Management, Strategy, Morningstar, Retirement, Capital Markets, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Masters of Science, Global Financial Analysis
Boston College
Bachellor of Arts, Economics & Mathematics
Principal Global Investors May 2008 - Present
Putnam Investments 2001 - 2008
Putnam Investments 2000 - 2001
Putnam Investments 1996 - 2000
Putnam Investments 1994 - 1996
Skills
Mutual Funds, Investments, FINRA, Portfolio Management, Retirement Planning, Series 7, Investment Management, Strategy, Morningstar, Retirement, Capital Markets, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Masters of Science, Global Financial Analysis
Boston College
Bachellor of Arts, Economics & Mathematics
Julie Novio's Putnam Investments Experience November 1994 - October 1996
Job Cofounder, Finance and Operations at Roots & Wings, Training and Consultation
Industry Financial Services
Experience
Roots & Wings, Training and Consultation December 2013 - Present
Patriot Pension Advisors November 2013 - Present
Youth LEAD, Inc October 2009 - Present
New York Life Retirement Plan Services November 2007 - April 2009
New York Life Retirement Plan Services January 2000 - June 2004
New York Life Retirement Plan Services October 1997 - January 2000
New York Life Retirement Plan Services October 1996 - October 1997
Putnam Investments November 1994 - October 1996
Skills
Business Analysis, Payroll, Accounting, Human Resources, Coaching, Training, Customer Service, Interviews, Employee Benefits, Management, Insurance, Retirement Planning, Finance, 401k, Mutual Funds
Education
Bentley College 1997 — 1998
Pension Administration
Bridgewater State College 1990 — 1994
Bachelor of Science, Psychology
Roots & Wings, Training and Consultation December 2013 - Present
Patriot Pension Advisors November 2013 - Present
Youth LEAD, Inc October 2009 - Present
New York Life Retirement Plan Services November 2007 - April 2009
New York Life Retirement Plan Services January 2000 - June 2004
New York Life Retirement Plan Services October 1997 - January 2000
New York Life Retirement Plan Services October 1996 - October 1997
Putnam Investments November 1994 - October 1996
Skills
Business Analysis, Payroll, Accounting, Human Resources, Coaching, Training, Customer Service, Interviews, Employee Benefits, Management, Insurance, Retirement Planning, Finance, 401k, Mutual Funds
Education
Bentley College 1997 — 1998
Pension Administration
Bridgewater State College 1990 — 1994
Bachelor of Science, Psychology
Jody Kurczy's Putnam Investments Experience March 2008 - December 2009
Job Project Manager at Isobar
Industry Marketing and Advertising
Experience
Isobar March 2013 - Present
Roundarch Isobar July 2012 - March 2013
Roundarch Isobar January 2011 - July 2012
Putnam Investments March 2008 - December 2009
Putnam Investments January 2005 - March 2008
Putnam Investments September 2003 - January 2005
Putnam Investments March 2002 - September 2003
Putnam Investments August 2000 - March 2002
Skills
Analytics, Business Analysis, Call Centers, Change Management, Digital Strategy, E-commerce, Financial Services, Mutual Funds, Series 63, Strategy, User Experience, Vendor Management, Project Management, Program Management, Process Improvement
Education
Bentley University 1996 — 2000
bs, Finance, General
Isobar March 2013 - Present
Roundarch Isobar July 2012 - March 2013
Roundarch Isobar January 2011 - July 2012
Putnam Investments March 2008 - December 2009
Putnam Investments January 2005 - March 2008
Putnam Investments September 2003 - January 2005
Putnam Investments March 2002 - September 2003
Putnam Investments August 2000 - March 2002
Skills
Analytics, Business Analysis, Call Centers, Change Management, Digital Strategy, E-commerce, Financial Services, Mutual Funds, Series 63, Strategy, User Experience, Vendor Management, Project Management, Program Management, Process Improvement
Education
Bentley University 1996 — 2000
bs, Finance, General
Harry Cohen's Putnam Investments Experience July 1999 - May 2000
Job AVP at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management March 2010 - Present
MFS Investment Management September 2005 - March 2010
MFS Investment Management December 2003 - September 2005
MFS Investment Management May 2000 - December 2003
Putnam Investments July 1999 - May 2000
New England Financial September 1993 - July 1999
Skills
Electronic Trading, Asset Managment, Investment Management, SDLC, Business Analysis, Fixed Income, IT Strategy, Building Relationships, Application Lifecycle..., Mutual Funds, Business Process..., Trading, Middle Office, Investments, Portfolio Management, Asset Management, Information Management, Systems Analysis, Financial Services
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2001
MBA, Finance
Trinity College-Hartford 1989 — 1993
BA, Mathematics, Economics
Longmeadow High School 1985 — 1989
MFS Investment Management March 2010 - Present
MFS Investment Management September 2005 - March 2010
MFS Investment Management December 2003 - September 2005
MFS Investment Management May 2000 - December 2003
Putnam Investments July 1999 - May 2000
New England Financial September 1993 - July 1999
Skills
Electronic Trading, Asset Managment, Investment Management, SDLC, Business Analysis, Fixed Income, IT Strategy, Building Relationships, Application Lifecycle..., Mutual Funds, Business Process..., Trading, Middle Office, Investments, Portfolio Management, Asset Management, Information Management, Systems Analysis, Financial Services
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2001
MBA, Finance
Trinity College-Hartford 1989 — 1993
BA, Mathematics, Economics
Longmeadow High School 1985 — 1989
Diane Colucci (Mangan)'s Putnam Investments Experience 1997 - 1997
Job Accounting Professional
Industry Accounting
Experience
Allegiance Hospice Group, Inc. May 2005 - February 2010
Commonwealth Communities LLC. May 2002 - May 2005
Olympus Healthcare January 1998 - May 2002
Putnam Investments 1997 - 1997
DMR Group, Inc. 1993 - 1996
Bull HN Information Systems June 1991 - June 1993
Skills
Accounting, Budgeting, Cash Flow, Cash Management, Payroll, Supervisory Skills, General Ledger, Accounts Payable, Financial Analysis, GAAP, Accounts Receivable, Variance Analysis, Internal Controls, Journal Entries, Financial Reporting, Fixed Assets, Forecasting, Account Reconciliation, Reconciliation, Great Plains, Accruals, Financial Accounting, Excel, Expenses, Cash Flow Management, Executive Management, Financial Statements
Education
Bentley University 1987 — 1991
Bachelor's degree, Finance, General
Allegiance Hospice Group, Inc. May 2005 - February 2010
Commonwealth Communities LLC. May 2002 - May 2005
Olympus Healthcare January 1998 - May 2002
Putnam Investments 1997 - 1997
DMR Group, Inc. 1993 - 1996
Bull HN Information Systems June 1991 - June 1993
Skills
Accounting, Budgeting, Cash Flow, Cash Management, Payroll, Supervisory Skills, General Ledger, Accounts Payable, Financial Analysis, GAAP, Accounts Receivable, Variance Analysis, Internal Controls, Journal Entries, Financial Reporting, Fixed Assets, Forecasting, Account Reconciliation, Reconciliation, Great Plains, Accruals, Financial Accounting, Excel, Expenses, Cash Flow Management, Executive Management, Financial Statements
Education
Bentley University 1987 — 1991
Bachelor's degree, Finance, General
Liam McMakin's Putnam Investments Experience 1993 - 2003
Job Senior Manager at Stone Coast Fund Services
Industry Financial Services
Experience
Stone Coast Fund Services December 2014 - Present
Citi Hedge Fund Services August 2003 - November 2014
Putnam Investments 1993 - 2003
Education
College of Financial Planning 2009 — 2012
Master of Science, Financial Planning
Bentley University 1995 — 1996
Certificate Program, Pension and Employee Benefits Program
New England College 1985 — 1989
Bachelor of Arts, Marketing
Stone Coast Fund Services December 2014 - Present
Citi Hedge Fund Services August 2003 - November 2014
Putnam Investments 1993 - 2003
Education
College of Financial Planning 2009 — 2012
Master of Science, Financial Planning
Bentley University 1995 — 1996
Certificate Program, Pension and Employee Benefits Program
New England College 1985 — 1989
Bachelor of Arts, Marketing
Pamela Penna's Putnam Investments Experience October 1989 - May 1995
Job Senior Quality Assurance Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2010 - Present
Fidelity Family Office Services January 2005 - August 2009
Fidelity Investments February 2001 - January 2005
Fidelity Investments January 2000 - February 2001
Fidelity Investments May 1995 - January 2000
Putnam Investments October 1989 - May 1995
COMPUTER TASK GROUP, INC June 1987 - October 1989
Education
Bentley University
BS;AS, Computer Information Systems; Accountancy
Fidelity Investments September 2010 - Present
Fidelity Family Office Services January 2005 - August 2009
Fidelity Investments February 2001 - January 2005
Fidelity Investments January 2000 - February 2001
Fidelity Investments May 1995 - January 2000
Putnam Investments October 1989 - May 1995
COMPUTER TASK GROUP, INC June 1987 - October 1989
Education
Bentley University
BS;AS, Computer Information Systems; Accountancy
Heather Klein-Litwin's Putnam Investments Experience 1995 - 1997
Job CFO at ConnectedView
Industry Computer Software
Experience
ConnectedView 2012 - Present
State Street Bank 2011 - 2012
TheNextRound, Inc. 2005 - 2010
VIMAC Ventures 2003 - 2005
State Street Bank 1998 - 2003
JP Morgan Chase 1997 - 1998
Putnam Investments 1995 - 1997
Skills
Financial Modeling, Financial Reporting, Venture Capital, Financial Analysis, Private Equity, QuickBooks, Accounting, General Ledger, Software Implementation..., Financial Software..., Mutual Funds, Partnership Taxation, Tax, Partnership Accounting, Partnership Tax Returns, Email Marketing Software, Survey Software
Education
Suffolk University - Sawyer Business School 1998 — 2003
MST, Taxation
Bentley University 1991 — 1995
Bachelor's degree, Accounting
Lancaster University 1994 — 1994
Study Abroad, Accounting
Algonquin Regional High School 1988 — 1991
ConnectedView 2012 - Present
State Street Bank 2011 - 2012
TheNextRound, Inc. 2005 - 2010
VIMAC Ventures 2003 - 2005
State Street Bank 1998 - 2003
JP Morgan Chase 1997 - 1998
Putnam Investments 1995 - 1997
Skills
Financial Modeling, Financial Reporting, Venture Capital, Financial Analysis, Private Equity, QuickBooks, Accounting, General Ledger, Software Implementation..., Financial Software..., Mutual Funds, Partnership Taxation, Tax, Partnership Accounting, Partnership Tax Returns, Email Marketing Software, Survey Software
Education
Suffolk University - Sawyer Business School 1998 — 2003
MST, Taxation
Bentley University 1991 — 1995
Bachelor's degree, Accounting
Lancaster University 1994 — 1994
Study Abroad, Accounting
Algonquin Regional High School 1988 — 1991
Raymond Davidian's Putnam Investments Experience August 2007 - Present
Job Manager, Retail Contracts at Putnam Investments
Industry Financial Services
Experience
Putnam Investments August 2007 - Present
Putnam Investments September 1999 - August 2007
Putnam Investments September 1996 - September 1999
Putnam Investments December 1995 - September 1996
Putnam Investments November 1993 - December 1995
Education
Bentley University 1988 — 1992
Major in Marketing, Minor in Philosophy
Putnam Investments August 2007 - Present
Putnam Investments September 1999 - August 2007
Putnam Investments September 1996 - September 1999
Putnam Investments December 1995 - September 1996
Putnam Investments November 1993 - December 1995
Education
Bentley University 1988 — 1992
Major in Marketing, Minor in Philosophy
Nanci Crossman's Putnam Investments Experience October 2013 - Present
Job Manager of Marketing Technology at Putnam Investments
Industry Financial Services
Experience
Putnam Investments October 2013 - Present
Putnam Investments March 2000 - October 2013
Skills
Business Analysis, Salesforce.com, Business Intelligence, CRM, Financial Reporting, Program Management, Siebel, Strategy, Requirements Gathering, Process Improvement, Analytics, Business Process..., Financial Services, Vendor Management
Education
Bentley University 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Putnam Investments October 2013 - Present
Putnam Investments March 2000 - October 2013
Skills
Business Analysis, Salesforce.com, Business Intelligence, CRM, Financial Reporting, Program Management, Siebel, Strategy, Requirements Gathering, Process Improvement, Analytics, Business Process..., Financial Services, Vendor Management
Education
Bentley University 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
David Caruso, CPA's Putnam Investments Experience August 2005 - January 2007
Job Associate, Operations and Reporting at Arrowstreet Capital
Industry Accounting
Experience
Arrowstreet Capital June 2013 - Present
Walsh, Jastrem & Browne, LLP January 2012 - June 2013
Walsh, Jastrem & Browne, LLP February 2007 - January 2012
Putnam Investments August 2005 - January 2007
Skills
CPA, Tax, Partnership Taxation, Auditing, Hedge Funds, Fund Of Funds, ProSystem fx Tax, Financial Statements
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Masters, Accountancy
Bridgewater State College 2003 — 2007
Bachelors, Accounting
Arrowstreet Capital June 2013 - Present
Walsh, Jastrem & Browne, LLP January 2012 - June 2013
Walsh, Jastrem & Browne, LLP February 2007 - January 2012
Putnam Investments August 2005 - January 2007
Skills
CPA, Tax, Partnership Taxation, Auditing, Hedge Funds, Fund Of Funds, ProSystem fx Tax, Financial Statements
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Masters, Accountancy
Bridgewater State College 2003 — 2007
Bachelors, Accounting
Richard Hendl, CFA, CFP's Putnam Investments Experience May 2002 - February 2009
Job ALPS, A DST Company
Industry Investment Management
Experience
ALPS, A DST Company May 2013 - Present
Russell Investments June 2011 - August 2012
Grail Advisors, LLC April 2009 - March 2011
Putnam Investments May 2002 - February 2009
Scudder Investments 1993 - 2002
John Hancock Financial Services January 1990 - April 1992
Skills
Investments, Institutional Sales, Mutual Funds, Alternative Investments, Asset Allocation, Series 7, Equities, Asset Management, Investment Strategies, Fixed Income, Portfolio Management, Investment Management, Series 63, ETFs
Education
Suffolk University - Sawyer Business School 1996 — 1998
MSF, Finance
Bentley University 1986 — 1990
Bachelor of Science (B.S.), Finance
ALPS, A DST Company May 2013 - Present
Russell Investments June 2011 - August 2012
Grail Advisors, LLC April 2009 - March 2011
Putnam Investments May 2002 - February 2009
Scudder Investments 1993 - 2002
John Hancock Financial Services January 1990 - April 1992
Skills
Investments, Institutional Sales, Mutual Funds, Alternative Investments, Asset Allocation, Series 7, Equities, Asset Management, Investment Strategies, Fixed Income, Portfolio Management, Investment Management, Series 63, ETFs
Education
Suffolk University - Sawyer Business School 1996 — 1998
MSF, Finance
Bentley University 1986 — 1990
Bachelor of Science (B.S.), Finance
Robbie Gonsalves's Putnam Investments Experience January 2008 - February 2009
Job Executive Inside Sales Representative (EISR) at By Appointment Only, Inc.
Industry Information Technology and Services
Experience
By Appointment Only, Inc. July 2009 - Present
Putnam Investments January 2008 - February 2009
Ameriprise Financial Services, Inc. 2006 - 2007
Skills
Cold Calling, Demand Generation, Lead Generation, Telephone Skills, B2B, Inside Sales, Phone Skills, Sales, Value Propositions, Marketing, Salesforce.com, CRM, Sales Process, Enterprise Software, Marketing Research, Social Media Marketing, Solution Selling, New Business Development, Sales Operations, Online Advertising, Sales Presentations, Marketing Strategy, Selling, Account Management, Channel Partners, Direct Sales, Sales Management, Training, Customer Retention, SaaS, Market Research, Email Marketing, Business Development, Building Relationships, Cross Functional Team..., Team Leadership
Education
Bentley University 2001 — 2005
Bachelor's Degree, Corporate Finance & Accounting
Woburn High School 1997 — 2001
High School Diploma
By Appointment Only, Inc. July 2009 - Present
Putnam Investments January 2008 - February 2009
Ameriprise Financial Services, Inc. 2006 - 2007
Skills
Cold Calling, Demand Generation, Lead Generation, Telephone Skills, B2B, Inside Sales, Phone Skills, Sales, Value Propositions, Marketing, Salesforce.com, CRM, Sales Process, Enterprise Software, Marketing Research, Social Media Marketing, Solution Selling, New Business Development, Sales Operations, Online Advertising, Sales Presentations, Marketing Strategy, Selling, Account Management, Channel Partners, Direct Sales, Sales Management, Training, Customer Retention, SaaS, Market Research, Email Marketing, Business Development, Building Relationships, Cross Functional Team..., Team Leadership
Education
Bentley University 2001 — 2005
Bachelor's Degree, Corporate Finance & Accounting
Woburn High School 1997 — 2001
High School Diploma
Jeff McNeil's Putnam Investments Experience May 1997 - Present
Job AVP Senior Financial Analyst
Industry Financial Services
Experience
Putnam Investments May 1997 - Present
Blue Cross Blue Shield of Massachusetts May 1991 - April 1997
Skills
Financial Modeling, Data Analysis, Business Analysis, Competitive Analysis, Coaching, Business Strategy, Business Planning, Budgeting, Team Building, Team Leadership, Financial Reporting, Financial Analysis, Budget Allocation, Cost Allocation, Process Improvement, Analysis, Budgets, Corporate Finance, Management, Financial Services
Education
Bentley College 1988 — 1991
Bachelors, Finance
Putnam Investments May 1997 - Present
Blue Cross Blue Shield of Massachusetts May 1991 - April 1997
Skills
Financial Modeling, Data Analysis, Business Analysis, Competitive Analysis, Coaching, Business Strategy, Business Planning, Budgeting, Team Building, Team Leadership, Financial Reporting, Financial Analysis, Budget Allocation, Cost Allocation, Process Improvement, Analysis, Budgets, Corporate Finance, Management, Financial Services
Education
Bentley College 1988 — 1991
Bachelors, Finance
Monique de Escobar's Putnam Investments Experience May 1995 - May 1996
Job Account Executive at Grossman Marketing Group
Industry Marketing and Advertising
Experience
Grossman Marketing Group March 2015 - Present
Stran & Company August 1999 - February 2015
Oppenheimer & Co. Inc. November 2012 - December 2014
Stran Beverage August 2010 - April 2012
Advest, Inc. June 1998 - August 1999
Morgan Stanley Smith Barney May 1996 - June 1998
Putnam Investments May 1995 - May 1996
Skills
Fluent in Spanish, Advertising, Marketing, Marketing Strategy, Sales, Sales Management, Account Management, New Business Development, Customer Service, Online Marketing, Management, Social Media, Merchandising, Social Media Marketing, Retail
Education
Bentley University 1990 — 1994
Bachelor of Science (B.S.), Accounting and Finance
Colegio de Espana 1992 — 1993
Minor in Spanish
Holy Cross High School 1986 — 1990
Grossman Marketing Group March 2015 - Present
Stran & Company August 1999 - February 2015
Oppenheimer & Co. Inc. November 2012 - December 2014
Stran Beverage August 2010 - April 2012
Advest, Inc. June 1998 - August 1999
Morgan Stanley Smith Barney May 1996 - June 1998
Putnam Investments May 1995 - May 1996
Skills
Fluent in Spanish, Advertising, Marketing, Marketing Strategy, Sales, Sales Management, Account Management, New Business Development, Customer Service, Online Marketing, Management, Social Media, Merchandising, Social Media Marketing, Retail
Education
Bentley University 1990 — 1994
Bachelor of Science (B.S.), Accounting and Finance
Colegio de Espana 1992 — 1993
Minor in Spanish
Holy Cross High School 1986 — 1990
Kevin Parnell's Putnam Investments Experience July 2007 - August 2013
Job Operations Specialist at The Crosby Company of New Hampshire
Industry Financial Services
Experience
The Crosby Company of New Hampshire August 2013 - Present
Putnam Investments July 2007 - August 2013
Fidelity Investments May 2006 - July 2007
Fidelity Investments October 2005 - May 2006
Fidelity Investments August 2003 - October 2005
Fidelity Investments October 2001 - August 2003
Education
Boston University - School of Management 2009 — 2013
MBA, Finance
Bentley University 1997 — 2001
Bachelors, Finance
The Crosby Company of New Hampshire August 2013 - Present
Putnam Investments July 2007 - August 2013
Fidelity Investments May 2006 - July 2007
Fidelity Investments October 2005 - May 2006
Fidelity Investments August 2003 - October 2005
Fidelity Investments October 2001 - August 2003
Education
Boston University - School of Management 2009 — 2013
MBA, Finance
Bentley University 1997 — 2001
Bachelors, Finance
Andy Hanlon's Putnam Investments Experience January 1996 - March 2006
Job Regional Sales Director
Industry Financial Services
Experience
MassMutual Retirement Services July 2011 - Present
MassMutual Retirement Services March 2006 - July 2011
Putnam Investments January 1996 - March 2006
Skills
Retirement, 401k, Series 7, Series 63, Mutual Funds, Retirement Planning, Fixed Annuities, Asset Allocation, Investment Advisory, Wealth Management, Employee Benefits
Education
Bentley University
BS, Finance
MassMutual Retirement Services July 2011 - Present
MassMutual Retirement Services March 2006 - July 2011
Putnam Investments January 1996 - March 2006
Skills
Retirement, 401k, Series 7, Series 63, Mutual Funds, Retirement Planning, Fixed Annuities, Asset Allocation, Investment Advisory, Wealth Management, Employee Benefits
Education
Bentley University
BS, Finance
John Neville's Putnam Investments Experience 1987 - 1990
Job Senior Vice president at Fidelity Investments
Industry Outsourcing/Offshoring
Experience
Fidelity Investments March 1990 - Present
Putnam Investments 1987 - 1990
Skills
Retirement, Risk Management, Investments, Vendor Management, Mutual Funds, 401k, Process Improvement, Business Analysis, Financial Services, Program Management, Relationship Management, Leadership, Management, Series 63, Series 7
Education
University of Massachusetts, Amherst 1982 — 1984
MS, Hotel, Restaurant, & Tourism
Bentley University 1978 — 1982
BS, Management
Fidelity Investments March 1990 - Present
Putnam Investments 1987 - 1990
Skills
Retirement, Risk Management, Investments, Vendor Management, Mutual Funds, 401k, Process Improvement, Business Analysis, Financial Services, Program Management, Relationship Management, Leadership, Management, Series 63, Series 7
Education
University of Massachusetts, Amherst 1982 — 1984
MS, Hotel, Restaurant, & Tourism
Bentley University 1978 — 1982
BS, Management
Paula Higgins's Putnam Investments Experience May 1993 - April 1997
Job Program Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group October 2009 - Present
Homesite Insurance March 2007 - October 2009
Lincoln Financial Group January 2005 - March 2007
Fidelity Investments November 2003 - December 2004
Self-Employed May 2001 - November 2003
BearingPoint April 1997 - May 2001
Merrill Lynch 1998 - 1999
Putnam Investments May 1993 - April 1997
Computervision (formerly Prime Computer) August 1985 - May 1993
NEC Electronics 1984 - 1985
Skills
MS Project, Process Improvement, SDLC, Program Management, Management, Strategy, Business Intelligence, Software Development, Project Management, Vendor Management, Financial Services, Leadership, CRM, Portfolio Management, Business Analysis, PMO, Analysis, Strategic Planning, Business Process..., Microsoft Project
Education
Bentley University 1985 — 1993
BS/BA, Business Management
MassMutual Financial Group October 2009 - Present
Homesite Insurance March 2007 - October 2009
Lincoln Financial Group January 2005 - March 2007
Fidelity Investments November 2003 - December 2004
Self-Employed May 2001 - November 2003
BearingPoint April 1997 - May 2001
Merrill Lynch 1998 - 1999
Putnam Investments May 1993 - April 1997
Computervision (formerly Prime Computer) August 1985 - May 1993
NEC Electronics 1984 - 1985
Skills
MS Project, Process Improvement, SDLC, Program Management, Management, Strategy, Business Intelligence, Software Development, Project Management, Vendor Management, Financial Services, Leadership, CRM, Portfolio Management, Business Analysis, PMO, Analysis, Strategic Planning, Business Process..., Microsoft Project
Education
Bentley University 1985 — 1993
BS/BA, Business Management
Robert Waltz's Putnam Investments Experience June 2000 - August 2004
Job Senior Business Consultant at Meteorix
Industry Financial Services
Experience
Meteorix March 2014 - Present
FRS Global/Wolters Kluwer Financial Services February 2008 - January 2014
New York Life Investment Management August 2006 - January 2008
New York Life Investment Management August 2004 - August 2006
Putnam Investments June 2000 - August 2004
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2007
MBA, Finance
University of Maine 1993 — 1997
BA, Sociology/Business Administration
Meteorix March 2014 - Present
FRS Global/Wolters Kluwer Financial Services February 2008 - January 2014
New York Life Investment Management August 2006 - January 2008
New York Life Investment Management August 2004 - August 2006
Putnam Investments June 2000 - August 2004
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2007
MBA, Finance
University of Maine 1993 — 1997
BA, Sociology/Business Administration
Christopher Ricco's Putnam Investments Experience March 1997 - 2004
Job Senior QA Analyst
Industry Information Technology and Services
Experience
Mercer October 2011 - Present
Mercer 2005 - December 2008
Putnam Investments March 1997 - 2004
First Data Corporation June 1990 - March 1997
Skills
Quality Assurance, Testing, Program Management, Requirements Analysis, Software Development, User Acceptance Testing, Agile Methodologies, Quality Center, Version One, SDLC, Business Analysis, Requirements Gathering, Software Quality..., Visio
Education
University of Massachusetts, Amherst 1984 — 1989
BA, Communications
Berklee College of Music 1983 — 1984
Guitar
Mercer October 2011 - Present
Mercer 2005 - December 2008
Putnam Investments March 1997 - 2004
First Data Corporation June 1990 - March 1997
Skills
Quality Assurance, Testing, Program Management, Requirements Analysis, Software Development, User Acceptance Testing, Agile Methodologies, Quality Center, Version One, SDLC, Business Analysis, Requirements Gathering, Software Quality..., Visio
Education
University of Massachusetts, Amherst 1984 — 1989
BA, Communications
Berklee College of Music 1983 — 1984
Guitar
Matthew Good's Putnam Investments Experience March 1997 - October 2003
Job Project Manager/Vice President at State Street Corp.
Industry Financial Services
Experience
State Street Corp. December 2007 - Present
Brown Brothers Harriman September 2006 - December 2007
State Steet Global Advisors 2004 - 2005
Putnam Investments March 1997 - October 2003
State Street October 1989 - March 1997
Skills
Portfolio Management, Fixed Income, Securities, Financial Services, Business Analysis, Equities, Mutual Funds, Back Office, Bloomberg, Asset Management, SDLC, Business Requirements, Derivatives, Fund Accounting, Vendor Management, Corporate Actions, Risk Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
MBA, Business
Bentley University 1985 — 1989
B.S., Finance
State Street Corp. December 2007 - Present
Brown Brothers Harriman September 2006 - December 2007
State Steet Global Advisors 2004 - 2005
Putnam Investments March 1997 - October 2003
State Street October 1989 - March 1997
Skills
Portfolio Management, Fixed Income, Securities, Financial Services, Business Analysis, Equities, Mutual Funds, Back Office, Bloomberg, Asset Management, SDLC, Business Requirements, Derivatives, Fund Accounting, Vendor Management, Corporate Actions, Risk Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
MBA, Business
Bentley University 1985 — 1989
B.S., Finance
David LeBel's Putnam Investments Experience 1979 - 1986
Job Project Manager at Liberty Mutual
Industry Investment Management
Experience
Liberty Mutual IT Manager and Vice PresidentDavid L. Babson
Colonial Mutual Funds 1986 - 1987
Putnam Investments 1979 - 1986
Education
Bentley University 1977 — 1979
Bachelor of Science, Computer Systems
.Net certification
Liberty Mutual IT Manager and Vice PresidentDavid L. Babson
Colonial Mutual Funds 1986 - 1987
Putnam Investments 1979 - 1986
Education
Bentley University 1977 — 1979
Bachelor of Science, Computer Systems
.Net certification
David Dubreuil's Putnam Investments Experience April 1997 - July 1998
Job Senior Business Analysts at Voya Financial
Industry Financial Services
Experience
Voya Financial (ING, CitiStreet) July 2005 - Present
CitiStreet July 2004 - July 2005
State Street May 2003 - July 2004
Emplanet May 2002 - January 2003
Fidelity Investments April 2001 - May 2002
Fleet Retirement Plan Services July 1998 - April 2001
Putnam Investments April 1997 - July 1998
Putnam Investments April 1996 - April 1997
Skills
Business Analysis, Software Documentation
Education
Bentley University 1995 — 1998
Business
Bristol Community College 1991 — 1994
Business Administration
Voya Financial (ING, CitiStreet) July 2005 - Present
CitiStreet July 2004 - July 2005
State Street May 2003 - July 2004
Emplanet May 2002 - January 2003
Fidelity Investments April 2001 - May 2002
Fleet Retirement Plan Services July 1998 - April 2001
Putnam Investments April 1997 - July 1998
Putnam Investments April 1996 - April 1997
Skills
Business Analysis, Software Documentation
Education
Bentley University 1995 — 1998
Business
Bristol Community College 1991 — 1994
Business Administration
Stephen Signorello's Putnam Investments Experience July 2008 - January 2012
Job Retirement Associate at GreatWest Financial
Industry Financial Services
Experience
EMPOWER Retirement April 2015 - Present
Great-West Financial September 2012 - March 2015
Putnam Investments July 2008 - January 2012
Fidelity Investments August 2006 - July 2008
Putnam Investments/Mercer September 2002 - August 2006
Putnam Investments December 1996 - September 2002
Mellon Bank June 1993 - December 1996
Skills
FINRA Series 7 & 63, 401(k) Plan Design, 401(k)Communication..., Staffing, Mentoring, Project Management, 401k, FINRA, Mutual Funds, Producer Licensing, Retirement, Finance, Pensions, Defined Benefit, Investments, Retirement Planning, Financial Services, ERISA, Series 63, Temporary Placement, Leadership, Series 7, Defined Contribution, Investment Management, Portfolio Management
Education
Bentley University 1989 — 1993
BS, Finance
EMPOWER Retirement April 2015 - Present
Great-West Financial September 2012 - March 2015
Putnam Investments July 2008 - January 2012
Fidelity Investments August 2006 - July 2008
Putnam Investments/Mercer September 2002 - August 2006
Putnam Investments December 1996 - September 2002
Mellon Bank June 1993 - December 1996
Skills
FINRA Series 7 & 63, 401(k) Plan Design, 401(k)Communication..., Staffing, Mentoring, Project Management, 401k, FINRA, Mutual Funds, Producer Licensing, Retirement, Finance, Pensions, Defined Benefit, Investments, Retirement Planning, Financial Services, ERISA, Series 63, Temporary Placement, Leadership, Series 7, Defined Contribution, Investment Management, Portfolio Management
Education
Bentley University 1989 — 1993
BS, Finance
Jeremy H. Elias's Putnam Investments Experience October 2003 - January 2005
Job Attorney | Entrepreneur | Mediator
Industry Law Practice
Experience
The Law Office of J.H.Elias June 2015 - Present
California Department of Business Oversight June 2014 - July 2014
TJSL Small Business Law Center January 2013 - May 2013
Ramey and Perry Associates May 2012 - August 2012
Thomas Jefferson School of Law January 2012 - May 2012
Merrill Edge November 2010 - August 2011
Banc of America Investments June 2006 - March 2009
Banc of America Investments March 2005 - June 2006
Putnam Investments October 2003 - January 2005
Skills
Investments, Mediation, Entrepreneurship, Entrepreneurship..., Entrepreneurial Finance, Finance, Economics, Business Analysis, Business Planning, Small Business, Business Development, Analysis, Management, Legal Writing, Securities, Mutual Funds, Strategic Financial..., Financial Planning, Public Speaking, Research, Legal Research, Securities Litigation, General Practice of Law, SEC Filings, Business Strategy, Corporate Law, Contract Law, Securities Regulation, Transactional Law
Education
Thomas Jefferson School of Law 2011 — 2014
Doctor of Law (J.D.), Business Law, Top 15%
Bentley University 2007 — 2010
MBA, Entrepreneurship and Management
Bryant University 2000 — 2003
BS, Finance and Economics
The Law Office of J.H.Elias June 2015 - Present
California Department of Business Oversight June 2014 - July 2014
TJSL Small Business Law Center January 2013 - May 2013
Ramey and Perry Associates May 2012 - August 2012
Thomas Jefferson School of Law January 2012 - May 2012
Merrill Edge November 2010 - August 2011
Banc of America Investments June 2006 - March 2009
Banc of America Investments March 2005 - June 2006
Putnam Investments October 2003 - January 2005
Skills
Investments, Mediation, Entrepreneurship, Entrepreneurship..., Entrepreneurial Finance, Finance, Economics, Business Analysis, Business Planning, Small Business, Business Development, Analysis, Management, Legal Writing, Securities, Mutual Funds, Strategic Financial..., Financial Planning, Public Speaking, Research, Legal Research, Securities Litigation, General Practice of Law, SEC Filings, Business Strategy, Corporate Law, Contract Law, Securities Regulation, Transactional Law
Education
Thomas Jefferson School of Law 2011 — 2014
Doctor of Law (J.D.), Business Law, Top 15%
Bentley University 2007 — 2010
MBA, Entrepreneurship and Management
Bryant University 2000 — 2003
BS, Finance and Economics
Ina Chien's Putnam Investments Experience September 1993 - February 2006
Job Senior Middleware Engineer in Greater Boston Area
Industry Financial Services
Experience
Mercer February 2006 - June 2009
Putnam Investments September 1993 - February 2006
First Data Corporation 1989 - 1993
Bank of Boston 1986 - 1989
Education
Bentley University
M.S., Computer Information Systems
Mercer February 2006 - June 2009
Putnam Investments September 1993 - February 2006
First Data Corporation 1989 - 1993
Bank of Boston 1986 - 1989
Education
Bentley University
M.S., Computer Information Systems
Susan Corcoran's Putnam Investments Experience 2006 - 2009
Job Senior IT Manager
Industry Information Technology and Services
Experience
Affinion Group April 2015 - Present
University of New Hampshire September 2010 - February 2015
Affinion Group 2015 - 2015
St Charles Childrens' Home 2009 - 2011
Randstad November 2009 - September 2010
Portsmouth High School 2009 - 2010
Putnam Investments 2006 - 2009
Putnam Investments 2005 - 2006
Putnam Investments 2004 - 2005
Putnam Investments 2002 - 2004
Skills
Project Management, Change Management, Auditing, Process Analysis, Operational Support, Vendor Management, Business Analysis, Program Management, SDLC, Process Improvement, Visio, Software Documentation, Financial Services, Active Directory, Unix, MS Project, Telecommunications, CRM
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1998
MBA, Information Systems
University of Maine 1984 — 1988
BS, Business Administration
Lewiston High School
pmp training
Affinion Group April 2015 - Present
University of New Hampshire September 2010 - February 2015
Affinion Group 2015 - 2015
St Charles Childrens' Home 2009 - 2011
Randstad November 2009 - September 2010
Portsmouth High School 2009 - 2010
Putnam Investments 2006 - 2009
Putnam Investments 2005 - 2006
Putnam Investments 2004 - 2005
Putnam Investments 2002 - 2004
Skills
Project Management, Change Management, Auditing, Process Analysis, Operational Support, Vendor Management, Business Analysis, Program Management, SDLC, Process Improvement, Visio, Software Documentation, Financial Services, Active Directory, Unix, MS Project, Telecommunications, CRM
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1998
MBA, Information Systems
University of Maine 1984 — 1988
BS, Business Administration
Lewiston High School
pmp training
Howie Kreutzberg's Putnam Investments Experience December 1983 - December 2007
Job Independent Maritime Consulting Professional
Industry Maritime
Experience
Scituate Waterways Commission 2004 - Present
Putnam Investments December 1983 - December 2007
Skills
Business Strategy, Investments, Negotiation, New Business Development, Strategic Planning
Education
Bentley University 1970 — 1974
BS, Management
Scituate Waterways Commission 2004 - Present
Putnam Investments December 1983 - December 2007
Skills
Business Strategy, Investments, Negotiation, New Business Development, Strategic Planning
Education
Bentley University 1970 — 1974
BS, Management
Jeff Mosco's Putnam Investments Experience May 1993 - 1995
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions February 2013 - Present
MassMutual Financial Group January 2013 - February 2013
The Hartford March 2004 - December 2012
AllianceBernstein 1998 - 2004
Trust Consultants, Inc. 1995 - 1998
Putnam Investments May 1993 - 1995
Education
Bentley University 1990 — 1994
Finance
St. Johns Prep 1986 — 1990
Transamerica Retirement Solutions February 2013 - Present
MassMutual Financial Group January 2013 - February 2013
The Hartford March 2004 - December 2012
AllianceBernstein 1998 - 2004
Trust Consultants, Inc. 1995 - 1998
Putnam Investments May 1993 - 1995
Education
Bentley University 1990 — 1994
Finance
St. Johns Prep 1986 — 1990
Tammy Ditman's Putnam Investments Experience April 1999 - May 2002
Job Retired from Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments April 2012 - November 2014
Fidelity Investments March 2004 - January 2011
Lee Certified Coins, Ltd September 2002 - February 2004
Putnam Investments April 1999 - May 2002
Chalet Susse International, Inc December 1991 - March 1999
Digital Equipment July 1984 - October 1987
Seabrook Materials Project, PSNH June 1982 - July 1984
Skills
Testing, DB2, COBOL, Program Management, Requirements Analysis, Systems Analysis, Software Project..., Programming, Mainframe, Requirements Gathering, Business Analysis, Software Development, Databases, Vendor Management, Process Improvement, Agile Methodologies
Education
Daniel Webster
Bentley University 1978 — 1982
BS, Computer Information Systems
Bentley University 1978 — 1982
Bachelor of Science (BS), Computer Information Systems
Boston University, Corporate Education
Fidelity Investments April 2012 - November 2014
Fidelity Investments March 2004 - January 2011
Lee Certified Coins, Ltd September 2002 - February 2004
Putnam Investments April 1999 - May 2002
Chalet Susse International, Inc December 1991 - March 1999
Digital Equipment July 1984 - October 1987
Seabrook Materials Project, PSNH June 1982 - July 1984
Skills
Testing, DB2, COBOL, Program Management, Requirements Analysis, Systems Analysis, Software Project..., Programming, Mainframe, Requirements Gathering, Business Analysis, Software Development, Databases, Vendor Management, Process Improvement, Agile Methodologies
Education
Daniel Webster
Bentley University 1978 — 1982
BS, Computer Information Systems
Bentley University 1978 — 1982
Bachelor of Science (BS), Computer Information Systems
Boston University, Corporate Education
Tracie Walsh's Putnam Investments Experience February 1997 - Present
Job ManagerAccounting Operations at Putnam Investments
Industry Financial Services
Experience
Putnam Investments February 1997 - Present
Education
Bentley University
Accounting
Putnam Investments February 1997 - Present
Education
Bentley University
Accounting
Lauren Silk's Putnam Investments Experience December 2009 - August 2013
Job Aug 13 – PresentSenior Consultant Relations Associate at Putnam Investments, Putnam Global Institutional Management
Industry Financial Services
Experience
Putnam Investments, Putnam Global Institutional Management August 2013 - Present
Putnam Investments December 2009 - August 2013
Global Operating Services February 2005 - December 2009
Putnam Investments March 2000 - February 2005
Brown Brothers Harriman December 1995 - March 2000
Brown Brothers Harriman June 1995 - December 1995
Brown Brothers Harriman August 1992 - June 1995
Phoenix Investments, Trading April 1994 - December 1994
State Street Bank & Trust February 1990 - August 1992
Vantage Computers June 1989 - January 1990
Skills
Financial Services, Investments, Equities, Fixed Income, Portfolio Management, Securities, Management, Bloomberg, Asset Management
Education
Bentley University 1988 — 1990
BS, Marketing
Bentley University
Putnam Investments, Putnam Global Institutional Management August 2013 - Present
Putnam Investments December 2009 - August 2013
Global Operating Services February 2005 - December 2009
Putnam Investments March 2000 - February 2005
Brown Brothers Harriman December 1995 - March 2000
Brown Brothers Harriman June 1995 - December 1995
Brown Brothers Harriman August 1992 - June 1995
Phoenix Investments, Trading April 1994 - December 1994
State Street Bank & Trust February 1990 - August 1992
Vantage Computers June 1989 - January 1990
Skills
Financial Services, Investments, Equities, Fixed Income, Portfolio Management, Securities, Management, Bloomberg, Asset Management
Education
Bentley University 1988 — 1990
BS, Marketing
Bentley University
Shain Andrews's Putnam Investments Experience September 1997 - March 1999
Job Senior Account Executive at IHS
Industry Information Technology and Services
Experience
IHS June 2015 - Present
United Realty Advisors LP April 2013 - October 2014
1st Liberty Capital Group January 2012 - March 2013
W. P. Carey & Co. LLC September 2008 - January 2012
Realty Capital Securities January 2008 - August 2008
Boston Capital March 1999 - May 2007
Putnam Investments September 1997 - March 1999
Skills
Investments, Series 7, Alternative Investments, Series 63, Real Estate, Securities, Wholesaling, Series 24, Investment Properties, Wholesale, Selling, Financial Advisory, Asset Allocation, Start-ups, Management, Wealth Management, Financial Services, Sales
Education
Bentley University 1994 — 1997
Bachelor's Degree, Finance
IHS June 2015 - Present
United Realty Advisors LP April 2013 - October 2014
1st Liberty Capital Group January 2012 - March 2013
W. P. Carey & Co. LLC September 2008 - January 2012
Realty Capital Securities January 2008 - August 2008
Boston Capital March 1999 - May 2007
Putnam Investments September 1997 - March 1999
Skills
Investments, Series 7, Alternative Investments, Series 63, Real Estate, Securities, Wholesaling, Series 24, Investment Properties, Wholesale, Selling, Financial Advisory, Asset Allocation, Start-ups, Management, Wealth Management, Financial Services, Sales
Education
Bentley University 1994 — 1997
Bachelor's Degree, Finance
Gerard Boggio's Putnam Investments Experience December 1996 - Present
Job Sr. Software Developer at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 1996 - Present
Skills
Agile Methodologies, Software Project..., Business Analysis, Software Development, SQL, SDLC, Visio, Requirements Gathering, Requirements Analysis, Business Intelligence, Data Warehousing, Financial Services, Equities, Unix, Vendor Management, Lotus Notes
Education
Bentley University
BS, Accounting
Boston University
MS, Computer Information Systems
Putnam Investments December 1996 - Present
Skills
Agile Methodologies, Software Project..., Business Analysis, Software Development, SQL, SDLC, Visio, Requirements Gathering, Requirements Analysis, Business Intelligence, Data Warehousing, Financial Services, Equities, Unix, Vendor Management, Lotus Notes
Education
Bentley University
BS, Accounting
Boston University
MS, Computer Information Systems
Vanessa Drysdale, PMP's Putnam Investments Experience August 1988 - September 1993
Job Senior Business Systems Analyst at Federated Investors
Industry Financial Services
Experience
Federated Investors March 2010 - Present
Brown Brothers Harriman 2005 - 2009
JP Morgan Chase 1993 - 2005
Putnam Investments August 1988 - September 1993
Education
Bentley University 1992 — 1997
MBA, Finance
Bethany College 1984 — 1988
BA, Economics and Business
Federated Investors March 2010 - Present
Brown Brothers Harriman 2005 - 2009
JP Morgan Chase 1993 - 2005
Putnam Investments August 1988 - September 1993
Education
Bentley University 1992 — 1997
MBA, Finance
Bethany College 1984 — 1988
BA, Economics and Business
Caroline DeCoste's Putnam Investments Experience September 2013 - Present
Job Sr. Middle Office Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments September 2013 - Present
Enterprise Bank (Enterprise Bancorp) May 2013 - September 2013
State Street Bank 2007 - May 2013
Putnam Investments 1999 - 2006
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MS, Finance
University of Lowell
BS, Accounting
Putnam Investments September 2013 - Present
Enterprise Bank (Enterprise Bancorp) May 2013 - September 2013
State Street Bank 2007 - May 2013
Putnam Investments 1999 - 2006
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MS, Finance
University of Lowell
BS, Accounting
John Mattucci's Putnam Investments Experience January 2008 - September 2014
Job Director, DC Relationship Management at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement October 2014 - Present
Putnam Investments January 2008 - September 2014
Putnam Investments 2002 - 2008
Putnam investments 1999 - 2005
Putnam Investments 2000 - 2002
Putnam Investments 1999 - 2000
Skills
401k, Series 63, Series 7, Retirement Services, FINRA, Client Service, Superior Client Service, Series 6, Mutual Funds, Retirement, Relationship Management, Securities, Financial Services
Education
Suffolk University - Sawyer School of Management 1994 — 1997
MBA
Ithaca College 1984 — 1988
B.S., Business Management
Bentley University
Administering 401k Plans
EMPOWER Retirement October 2014 - Present
Putnam Investments January 2008 - September 2014
Putnam Investments 2002 - 2008
Putnam investments 1999 - 2005
Putnam Investments 2000 - 2002
Putnam Investments 1999 - 2000
Skills
401k, Series 63, Series 7, Retirement Services, FINRA, Client Service, Superior Client Service, Series 6, Mutual Funds, Retirement, Relationship Management, Securities, Financial Services
Education
Suffolk University - Sawyer School of Management 1994 — 1997
MBA
Ithaca College 1984 — 1988
B.S., Business Management
Bentley University
Administering 401k Plans
Donna Keane's Putnam Investments Experience January 2003 - December 2009
Job Senior Administrative Assistant at BofA Global Capital Management
Industry Investment Management
Experience
BofA Global Capital Management April 2010 - Present
Putnam Investments January 2003 - December 2009
Putnam Investments February 1981 - December 2009
PUTNAM TAX EXEMPT BOND GROUP January 1991 - January 2003
PUTNAM DERIVATIVE AND OPTION EQUITY GROUP January 1982 - January 1988
PUTNAM ADVISORY ACCOUNTING January 1981 - January 1982
KEYSTONE FUNDS January 1980 - January 1981
Education
Bentley University 1977 — 1980
Bachelor's, Marketing Mgmt, with Assocs in Accounting
BENTLEY COLLEGE
Bachelors; Associates Degree, Marketing Management; Accounting
BofA Global Capital Management April 2010 - Present
Putnam Investments January 2003 - December 2009
Putnam Investments February 1981 - December 2009
PUTNAM TAX EXEMPT BOND GROUP January 1991 - January 2003
PUTNAM DERIVATIVE AND OPTION EQUITY GROUP January 1982 - January 1988
PUTNAM ADVISORY ACCOUNTING January 1981 - January 1982
KEYSTONE FUNDS January 1980 - January 1981
Education
Bentley University 1977 — 1980
Bachelor's, Marketing Mgmt, with Assocs in Accounting
BENTLEY COLLEGE
Bachelors; Associates Degree, Marketing Management; Accounting
Jean (Kenney) Johnson's Putnam Investments Experience February 2001 - December 2004
Job Global Director Sourcing & Procurement
Industry Consumer Goods
Experience
Staples Inc. August 2014 - Present
Marsh & McLennan Companies, Inc. July 2007 - July 2014
Mercer January 2005 - June 2007
Putnam Investments February 2001 - December 2004
The Hartford 1988 - January 2001
Skills
Strategic Leadership, People Management, Change Management, Global Management, Vendor Management, Global Strategy, Strategic Sourcing, Procurement, Business Process..., Spend Analysis, Contract Negotiation, Project Management, Coaching & Mentoring
Education
Bentley University
Master of Business Administration (M.B.A.), International Management
Northeastern University
Bachelor Science Business Administration, Accounting and Business/Management
Boston College
Management Program Certification, Project Management
Staples Inc. August 2014 - Present
Marsh & McLennan Companies, Inc. July 2007 - July 2014
Mercer January 2005 - June 2007
Putnam Investments February 2001 - December 2004
The Hartford 1988 - January 2001
Skills
Strategic Leadership, People Management, Change Management, Global Management, Vendor Management, Global Strategy, Strategic Sourcing, Procurement, Business Process..., Spend Analysis, Contract Negotiation, Project Management, Coaching & Mentoring
Education
Bentley University
Master of Business Administration (M.B.A.), International Management
Northeastern University
Bachelor Science Business Administration, Accounting and Business/Management
Boston College
Management Program Certification, Project Management
Kathy Frey's Putnam Investments Experience 1986 - 1989
Job EPMO Project Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management November 2013 - Present
PanAgora Asset Management April 2012 - November 2013
State Street Bank September 2011 - November 2011
BNY Mellon July 1996 - January 2011
Supervised Service Co (Kemper) / MAS 1990 - 1996
Putnam Investments 1986 - 1989
Harvard Cooperative Society / "The Harvard Coop" 1980 - 1986
Skills
Business Analysis, Vendor Management, Portfolio Management, Risk Management, Software Documentation, Asset Managment, Training, Project Management, Management, Financial Services, SDLC, Banking, Analysis, Asset Management, Account Management, Consulting, Process Improvement, Requirements Gathering, Auditing, Change Management, Business Process..., Visio, Leadership, Testing
Education
Bentley University 1978 — 1980
BA, Management / Behavioral Sciences
Westfield State University 1976 — 1978
Liberal Arts
MFS Investment Management November 2013 - Present
PanAgora Asset Management April 2012 - November 2013
State Street Bank September 2011 - November 2011
BNY Mellon July 1996 - January 2011
Supervised Service Co (Kemper) / MAS 1990 - 1996
Putnam Investments 1986 - 1989
Harvard Cooperative Society / "The Harvard Coop" 1980 - 1986
Skills
Business Analysis, Vendor Management, Portfolio Management, Risk Management, Software Documentation, Asset Managment, Training, Project Management, Management, Financial Services, SDLC, Banking, Analysis, Asset Management, Account Management, Consulting, Process Improvement, Requirements Gathering, Auditing, Change Management, Business Process..., Visio, Leadership, Testing
Education
Bentley University 1978 — 1980
BA, Management / Behavioral Sciences
Westfield State University 1976 — 1978
Liberal Arts
Vivian Haydar's Putnam Investments Experience January 2001 - January 2006
Job Treasurer/Tax Collector
Industry Government Administration
Experience
Raffles World Academy November 2012 - November 2014
State Street Corporation January 2007 - January 2011
Putnam Investments January 2001 - January 2006
Putnam Investments January 1999 - January 2001
Fidelity Investments January 1997 - January 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java, Access, Equities, Analysis
Education
Bentley University 1993 — 1997
Bachelor of Science
Raffles World Academy November 2012 - November 2014
State Street Corporation January 2007 - January 2011
Putnam Investments January 2001 - January 2006
Putnam Investments January 1999 - January 2001
Fidelity Investments January 1997 - January 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java, Access, Equities, Analysis
Education
Bentley University 1993 — 1997
Bachelor of Science
Karen Salvatelli's Putnam Investments Experience February 1992 - February 1995
Job Corporate Tax Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management February 1995 - Present
Putnam Investments February 1992 - February 1995
Skills
Accounting, Corporate Tax
Education
Bryant College 1987 — 1991
Bachelor of Science (B.S.), Accounting
Bentley University
Master of Science (M.S.), Taxation
MFS Investment Management February 1995 - Present
Putnam Investments February 1992 - February 1995
Skills
Accounting, Corporate Tax
Education
Bryant College 1987 — 1991
Bachelor of Science (B.S.), Accounting
Bentley University
Master of Science (M.S.), Taxation