Putnam Investments
Description
Putnam Investments is a privately owned investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Parent organization: Great-West Lifeco Customer service: 00 1 617-292-1000 Number of employees: 1,700+ CEO: Robert L. Reynolds (1 Jul 2008–) Headquarters: Boston, Massachusetts, United States Subsidiaries: PanAgora Asset Management, Inc.,
Putnam Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Putnam Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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5,113 Putnam Investments employees in database. Find out everything there's to know about Putnam Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Putnam Investments Employees
Employee
Years
Job
Industry
Frank Hannon Frank Hannon's Putnam Investments Experience January 1998 - January 2006
Job Receiving Manager / Lead Sales Associate / Team Leader at K&G Fashion Superstore
Industry Retail
Experience
K&G Fashion Superstore January 1997 - Present
Putnam Investments January 1998 - January 2006
ExxonMobil January 1989 - December 1998
Skills
Leadership/Human..., Mail Management (USPS,..., Performance Management
Education
University of Massachusetts Boston
Bachelor of Science in Business Law & Justice
K&G Fashion Superstore January 1997 - Present
Putnam Investments January 1998 - January 2006
ExxonMobil January 1989 - December 1998
Skills
Leadership/Human..., Mail Management (USPS,..., Performance Management
Education
University of Massachusetts Boston
Bachelor of Science in Business Law & Justice
Amy Cueva Amy Cueva's Putnam Investments Experience October 2002 - August 2003
Job Founder, Chief Experience Officer, and Healthcare Principal at Mad*Pow
Industry Internet
Experience
Mad*Pow October 2002 - Present
Putnam Investments October 2002 - August 2003
MicroArts September 1998 - September 2002
Sapient 1998 - 2001
Sun Microsystems 1997 - 1998
Skills
Experience Design, Healthcare, User-centered Design, User Experience, Interaction Design, Information Architecture, User Interface Design, Usability Testing, E-commerce, Social Media, User Interface, Customer Experience, Healthcare Experience..., Digital Strategy, Usability, User Experience Design
Education
University of Hartford 1995 — 1997
Art, Calculus
Mad*Pow October 2002 - Present
Putnam Investments October 2002 - August 2003
MicroArts September 1998 - September 2002
Sapient 1998 - 2001
Sun Microsystems 1997 - 1998
Skills
Experience Design, Healthcare, User-centered Design, User Experience, Interaction Design, Information Architecture, User Interface Design, Usability Testing, E-commerce, Social Media, User Interface, Customer Experience, Healthcare Experience..., Digital Strategy, Usability, User Experience Design
Education
University of Hartford 1995 — 1997
Art, Calculus
Abraham Hailu Dejene Abraham Hailu Dejene's Putnam Investments Experience January 2007 - January 2009
Job Executive Board Member
Industry Nonprofit Organization Management
Experience
Haddis Girma Continuity Foundation January 2011 - Present
Target April 2013 - February 2014
GEARS INC January 2010 - December 2012
Campus Apartments January 2011 - November 2012
Putnam Investments January 2007 - January 2009
Skills
Data Analysis, SPSS, Financial Reporting, Research Projects, Marketing Research, Non-profit Program..., Customer Service..., Consulting, Organization Skills, Business Strategy, Recruiting, Program Management, Project Management, Management
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2012
Master of Business Administration, Business Analysis and Non-profit Management
Salem State University 2004 — 2009
Bachelor of Science, Business Administration and Management, Minor in Economics
Haddis Girma Continuity Foundation January 2011 - Present
Target April 2013 - February 2014
GEARS INC January 2010 - December 2012
Campus Apartments January 2011 - November 2012
Putnam Investments January 2007 - January 2009
Skills
Data Analysis, SPSS, Financial Reporting, Research Projects, Marketing Research, Non-profit Program..., Customer Service..., Consulting, Organization Skills, Business Strategy, Recruiting, Program Management, Project Management, Management
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2012
Master of Business Administration, Business Analysis and Non-profit Management
Salem State University 2004 — 2009
Bachelor of Science, Business Administration and Management, Minor in Economics
Barbara Purcell Forbes's Putnam Investments Experience January 2002 - February 2003
Job Manager, Quality Control Wealth Management Systems Inc.
Industry Financial Services
Experience
Wealth Management Systems Inc. June 2014 - Present
Forbes Editorial Services January 1990 - Present
Cambridge Associates February 2014 - April 2014
nSight, Inc. February 2010 - February 2014
Mullen April 2011 - March 2013
ALSAC/St. Jude Children's Research Hospital April 2005 - 2010
Mercer Outsourcing, Norwood, MA January 2005 - April 2009
Putnam Investments, Norwood, MA February 2003 - January 2005
Putnam Investments January 2002 - February 2003
DMW Worldwide January 1992 - December 2000
Skills
Copy Editing, Proofreading, Editing, AP Style, Publications, Copywriting, Editorial, Direct Mail, Layout, Fundraising, Writing, Newsletters, Content Management, Marketing Materials, Web Content, Corporate Communications, Marketing Communications, Internal Communications, Brochures, Non-profits, Proposal Writing, SEO, Freelance Writing, Journalism, Publishing, Marketing, Blogging, Feature Articles, Technical Writing, Social Media, Research, Nonprofits, Advertising, Management, Content Development
Education
University of Massachusetts Boston 1971 — 1975
BA, English, Art
Wealth Management Systems Inc. June 2014 - Present
Forbes Editorial Services January 1990 - Present
Cambridge Associates February 2014 - April 2014
nSight, Inc. February 2010 - February 2014
Mullen April 2011 - March 2013
ALSAC/St. Jude Children's Research Hospital April 2005 - 2010
Mercer Outsourcing, Norwood, MA January 2005 - April 2009
Putnam Investments, Norwood, MA February 2003 - January 2005
Putnam Investments January 2002 - February 2003
DMW Worldwide January 1992 - December 2000
Skills
Copy Editing, Proofreading, Editing, AP Style, Publications, Copywriting, Editorial, Direct Mail, Layout, Fundraising, Writing, Newsletters, Content Management, Marketing Materials, Web Content, Corporate Communications, Marketing Communications, Internal Communications, Brochures, Non-profits, Proposal Writing, SEO, Freelance Writing, Journalism, Publishing, Marketing, Blogging, Feature Articles, Technical Writing, Social Media, Research, Nonprofits, Advertising, Management, Content Development
Education
University of Massachusetts Boston 1971 — 1975
BA, English, Art
John Matthew Hill John Matthew Hill's Putnam Investments Experience January 1997 - September 2003
Job Sales Advisor at Premier Toyota of Newport
Industry Banking
Experience
Premier Toyota of Newport October 2013 - Present
Citizens Bank September 2003 - March 2013
Putnam Investments January 1997 - September 2003
Skills
Financial Analysis, Banking, Work-Out Facilitation, Process Improvement, Operations Management, Customer Service, Portfolio Management, Management, Financial Services, Leadership, Risk Management, Analysis, Business Analysis, Six Sigma, Project Planning, Recruiting, Training, Access, Business Process..., Vendor Management, Human Resources, Finance, Call Centers, Investments, Change Management, Forecasting, Relationship Management, Mutual Funds, Financial Risk, Cash Management, Retail Banking
Education
UMass Dartmouth
Bachelor of Arts (B.A.), Accounting
Duxbury High School
Premier Toyota of Newport October 2013 - Present
Citizens Bank September 2003 - March 2013
Putnam Investments January 1997 - September 2003
Skills
Financial Analysis, Banking, Work-Out Facilitation, Process Improvement, Operations Management, Customer Service, Portfolio Management, Management, Financial Services, Leadership, Risk Management, Analysis, Business Analysis, Six Sigma, Project Planning, Recruiting, Training, Access, Business Process..., Vendor Management, Human Resources, Finance, Call Centers, Investments, Change Management, Forecasting, Relationship Management, Mutual Funds, Financial Risk, Cash Management, Retail Banking
Education
UMass Dartmouth
Bachelor of Arts (B.A.), Accounting
Duxbury High School
Joseph Puleio Joseph Puleio's Putnam Investments Experience August 1987 - June 2005
Job Computer Print Operator
Industry Computer Software
Experience
Braintree Rehab. Hospital 2011 - 2014
Fiserv Output Solutions June 2005 - July 2009
Putnam Investments August 1987 - June 2005
Education
Computer Learning Center 1985 — 1986
Compter Operations Certificate, Computer Operations
University of Massachusetts Boston 1984 — 1985
English
Braintree Rehab. Hospital 2011 - 2014
Fiserv Output Solutions June 2005 - July 2009
Putnam Investments August 1987 - June 2005
Education
Computer Learning Center 1985 — 1986
Compter Operations Certificate, Computer Operations
University of Massachusetts Boston 1984 — 1985
English
Bryan Farrell's Putnam Investments Experience June 2015 - August 2015
Job Student at the University of Maryland
Industry Financial Services
Experience
Bretton Woods December 2011 - Present
Putnam Investments June 2015 - August 2015
A Wider Circle January 2014 - May 2014
Putnam Investments May 2013 - August 2013
Town of Andover June 2012 - August 2012
Skills
Social Media, First Responder, Microsoft Excel, Microsoft Word, Leadership
Education
University of Maryland College Park 2012 — 2016
Economics
Andover High School 2008 — 2012
Bretton Woods December 2011 - Present
Putnam Investments June 2015 - August 2015
A Wider Circle January 2014 - May 2014
Putnam Investments May 2013 - August 2013
Town of Andover June 2012 - August 2012
Skills
Social Media, First Responder, Microsoft Excel, Microsoft Word, Leadership
Education
University of Maryland College Park 2012 — 2016
Economics
Andover High School 2008 — 2012
Corey Clermont's Putnam Investments Experience September 2015 - Present
Job Investor Service Representative
Industry Financial Services
Experience
Putnam Investments September 2015 - Present
Putnam Investments August 2014 - August 2015
Lionbridge May 2014 - July 2014
Ahronian Landscape May 2012 - September 2013
The Meat House January 2012 - May 2012
Gillette Stadium May 2010 - August 2011
Skills
Customer Service, Sales, PowerPoint, Microsoft Excel, Crystal Ball, Time Management, Social Media, Networking, Social Networking, Salesforce.com, Sales Operations, Sales Management, Sales Presentations, Cold Calling
Education
University of Massachusetts Boston 2011 — 2015
Bachelor's degree, Marketing, Finance, 3.0
Universität Mannheim 2013 — 2013
Bachelor's Degree, Business, Pass
Franklin high school
Franklin high school
Putnam Investments September 2015 - Present
Putnam Investments August 2014 - August 2015
Lionbridge May 2014 - July 2014
Ahronian Landscape May 2012 - September 2013
The Meat House January 2012 - May 2012
Gillette Stadium May 2010 - August 2011
Skills
Customer Service, Sales, PowerPoint, Microsoft Excel, Crystal Ball, Time Management, Social Media, Networking, Social Networking, Salesforce.com, Sales Operations, Sales Management, Sales Presentations, Cold Calling
Education
University of Massachusetts Boston 2011 — 2015
Bachelor's degree, Marketing, Finance, 3.0
Universität Mannheim 2013 — 2013
Bachelor's Degree, Business, Pass
Franklin high school
Franklin high school
Sandra Korpalska Sandra Korpalska's Putnam Investments Experience August 2011 - January 2012
Job Human Resources Specialist at Guardsmark
Industry Security and Investigations
Experience
Guardsmark April 2014 - Present
Guardsmark September 2013 - April 2014
Guardsmark February 2012 - April 2014
Doggie Day March 2008 - February 2012
Putnam Investments August 2011 - January 2012
UMass Boston September 2009 - December 2009
CVS Pharmacy October 2006 - August 2007
Skills
Human Resources, Notary Public, Security Management, Leadership, Training, Customer Service, Foreign Languages, Research, Security, Information Security, Event Planning, Data Entry, CCure, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Access, QuickBooks, Cpr Certified, Retail, Social Media
Education
University of Massachusetts Boston 2007 — 2012
Bachelor of Arts (BA), Psychology
Guardsmark April 2014 - Present
Guardsmark September 2013 - April 2014
Guardsmark February 2012 - April 2014
Doggie Day March 2008 - February 2012
Putnam Investments August 2011 - January 2012
UMass Boston September 2009 - December 2009
CVS Pharmacy October 2006 - August 2007
Skills
Human Resources, Notary Public, Security Management, Leadership, Training, Customer Service, Foreign Languages, Research, Security, Information Security, Event Planning, Data Entry, CCure, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Access, QuickBooks, Cpr Certified, Retail, Social Media
Education
University of Massachusetts Boston 2007 — 2012
Bachelor of Arts (BA), Psychology
Jesse Bradley Jesse Bradley's Putnam Investments Experience 1999 - 2001
Job CDL Driver
Industry Logistics and Supply Chain
Experience
F.W. Webb Company 2014 - Present
Old Town Trolley of Boston 2010 - 2014
PEAK Adventure Travel 2007 - 2011
Samuel Cabot, Inc 2002 - 2004
Putnam Investments 1999 - 2001
Skills
Leadership, Tourism, Customer Satisfaction, Customer Service, Management, Marketing, Event Management, Hospitality, Research, Project Management, Training, Entertainment, Communication, Problem Solving, Team Building, PowerPoint
Education
University of Massachusetts Boston
Business Administration and Management
F.W. Webb Company 2014 - Present
Old Town Trolley of Boston 2010 - 2014
PEAK Adventure Travel 2007 - 2011
Samuel Cabot, Inc 2002 - 2004
Putnam Investments 1999 - 2001
Skills
Leadership, Tourism, Customer Satisfaction, Customer Service, Management, Marketing, Event Management, Hospitality, Research, Project Management, Training, Entertainment, Communication, Problem Solving, Team Building, PowerPoint
Education
University of Massachusetts Boston
Business Administration and Management
Scott Frantz's Putnam Investments Experience August 2008 - August 2010
Job Senior Financial Control Associate at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Partners September 2010 - Present
Putnam Investments August 2008 - August 2010
Scottrade July 2004 - September 2005
Education
University of New Hampshire 2006 — 2008
Bachelor of Science, Finance
University of Maryland College Park 2005 — 2006
Finance
Guggenheim Partners September 2010 - Present
Putnam Investments August 2008 - August 2010
Scottrade July 2004 - September 2005
Education
University of New Hampshire 2006 — 2008
Bachelor of Science, Finance
University of Maryland College Park 2005 — 2006
Finance
Jonathan Wydola Jonathan Wydola's Putnam Investments Experience January 2014 - December 2014
Job Umass Lowell Student
Industry Computer Software
Experience
Putnam Investments January 2014 - December 2014
University of Massachusetts Lowell September 2013 - December 2013
Haverhill Jade April 2013 - November 2013
University of Massachusetts Dartmouth September 2011 - May 2012
Skills
Python, C, C++, Oracle SQL Developer, Java, Microsoft Word, Microsoft Excel, LibreOffice, Discrete Mathematics
Education
University of Massachusetts Lowell 2013 — 2016
Bachelor of Science (BS), Computer Science, 3.28 / 2.9
University of Massachusetts Dartmouth 2011 — 2012
Bachelor of Science (BS), Computer Science
Putnam Investments January 2014 - December 2014
University of Massachusetts Lowell September 2013 - December 2013
Haverhill Jade April 2013 - November 2013
University of Massachusetts Dartmouth September 2011 - May 2012
Skills
Python, C, C++, Oracle SQL Developer, Java, Microsoft Word, Microsoft Excel, LibreOffice, Discrete Mathematics
Education
University of Massachusetts Lowell 2013 — 2016
Bachelor of Science (BS), Computer Science, 3.28 / 2.9
University of Massachusetts Dartmouth 2011 — 2012
Bachelor of Science (BS), Computer Science
Scott Kent Scott Kent's Putnam Investments Experience August 2012 - Present
Job Regional Investment Consultant RIA Advisory Group at Putnam Investments
Industry Financial Services
Experience
Putnam Investments August 2012 - Present
Putnam Investments December 2007 - August 2012
Northwestern Mutual Life January 2007 - December 2007
State Street April 2007 - June 2007
Investors Bank & Trust March 2005 - April 2007
Skills
Mutual Funds, Series 7, Series 6, FINRA, Series 63, Separately Managed..., Investments, Fixed Income, Securities, Alternative Investments, Asset Allocation, Wealth Management, 401k, Equities
Education
University of Maine 2001 — 2005
bachelor of science in business administration, Business Administration & International Business
Kent State University 2005 — 2005
bachelor of science in business administration, Minor in International Business
Duxbury High School 1997 — 2001
Putnam Investments August 2012 - Present
Putnam Investments December 2007 - August 2012
Northwestern Mutual Life January 2007 - December 2007
State Street April 2007 - June 2007
Investors Bank & Trust March 2005 - April 2007
Skills
Mutual Funds, Series 7, Series 6, FINRA, Series 63, Separately Managed..., Investments, Fixed Income, Securities, Alternative Investments, Asset Allocation, Wealth Management, 401k, Equities
Education
University of Maine 2001 — 2005
bachelor of science in business administration, Business Administration & International Business
Kent State University 2005 — 2005
bachelor of science in business administration, Minor in International Business
Duxbury High School 1997 — 2001
Chris Muha Chris Muha's Putnam Investments Experience August 1995 - November 1996
Job Business Solutions Consultant at Voya Financial
Industry Financial Services
Experience
Voya Financial August 2014 - Present
ING July 2008 - September 2014
CitiStreet August 2000 - July 2008
CitiStreet November 1996 - September 2000
Putnam Investments August 1995 - November 1996
Scudder Investments 1991 - 1995
Skills
Series 6, Registered..., Six Sigma, Green Belt..., Series 6, Retirement, Project Management, Asset Allocation, Insurance, Defined Benefit, 401k, Retirement Planning, Fixed Annuities, Financial Services, Defined Contribution, Securities, Mutual Funds, Wealth Management, Investments
Education
University of Massachusetts Boston 1987 — 1991
BA
Voya Financial August 2014 - Present
ING July 2008 - September 2014
CitiStreet August 2000 - July 2008
CitiStreet November 1996 - September 2000
Putnam Investments August 1995 - November 1996
Scudder Investments 1991 - 1995
Skills
Series 6, Registered..., Six Sigma, Green Belt..., Series 6, Retirement, Project Management, Asset Allocation, Insurance, Defined Benefit, 401k, Retirement Planning, Fixed Annuities, Financial Services, Defined Contribution, Securities, Mutual Funds, Wealth Management, Investments
Education
University of Massachusetts Boston 1987 — 1991
BA
Kim Hastry Kim Hastry's Putnam Investments Experience August 1997 - Present
Job Project Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments August 1997 - Present
Skills
Project Plans, SDLC, PMP, Business Analysis, Vendor Management, Agile Methodologies, Program Management, Software Project..., Visio, Microsoft Office
Education
UMass Boston
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
Putnam Investments August 1997 - Present
Skills
Project Plans, SDLC, PMP, Business Analysis, Vendor Management, Agile Methodologies, Program Management, Software Project..., Visio, Microsoft Office
Education
UMass Boston
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
John Xanthopoulos John Xanthopoulos's Putnam Investments Experience December 2005 - September 2007
Job Associate Vice President, Head of Web Operations at NASDAQ OMX
Industry Information Technology and Services
Experience
NASDAQ OMX October 2013 - Present
NASDAQ OMX June 2013 - October 2013
Thomson Reuters May 2011 - June 2013
Thomson Reuters September 2007 - May 2011
Putnam Investments December 2005 - September 2007
Putnam Investments 2003 - 2005
Putnam Investments 2001 - 2003
Putnam Investments 1999 - 2001
Putnam Investments 1997 - 1999
Putnam Investments 1995 - 1997
Skills
IT Operations, Project Managment, Infrastructure Planning, Applications Support, Customer Service, Server Architecture, Web Hosting, Budget Management, Innovative Problem..., Data Center Relocation, Data Center Architecture, Incident Management, Service Management, MCSE, ITIL, MBA, Offshore Resource..., Data Center, Technical Support, Project Management, Budgets, Business Analysis, IIS, Disaster Recovery, Information Technology, IT Service Management, Software Project..., SDLC, Servers, Windows Server, Vendor Management, Microsoft Certified..., Troubleshooting, Infrastructure, Unix, Enterprise Architecture, Active Directory, IT Strategy, Integration, Virtualization, SharePoint
Education
University of Massachusetts Boston 2004 — 2007
Master of Business Administration (MBA), Business School
University of Massachusetts Boston 1991 — 1995
Bachelors, Managment Information Systems
NASDAQ OMX October 2013 - Present
NASDAQ OMX June 2013 - October 2013
Thomson Reuters May 2011 - June 2013
Thomson Reuters September 2007 - May 2011
Putnam Investments December 2005 - September 2007
Putnam Investments 2003 - 2005
Putnam Investments 2001 - 2003
Putnam Investments 1999 - 2001
Putnam Investments 1997 - 1999
Putnam Investments 1995 - 1997
Skills
IT Operations, Project Managment, Infrastructure Planning, Applications Support, Customer Service, Server Architecture, Web Hosting, Budget Management, Innovative Problem..., Data Center Relocation, Data Center Architecture, Incident Management, Service Management, MCSE, ITIL, MBA, Offshore Resource..., Data Center, Technical Support, Project Management, Budgets, Business Analysis, IIS, Disaster Recovery, Information Technology, IT Service Management, Software Project..., SDLC, Servers, Windows Server, Vendor Management, Microsoft Certified..., Troubleshooting, Infrastructure, Unix, Enterprise Architecture, Active Directory, IT Strategy, Integration, Virtualization, SharePoint
Education
University of Massachusetts Boston 2004 — 2007
Master of Business Administration (MBA), Business School
University of Massachusetts Boston 1991 — 1995
Bachelors, Managment Information Systems
Lois O'Brien's Putnam Investments Experience March 1996 - April 2001
Job Organization Development Manager at CVS Caremark Corporation
Industry Human Resources
Experience
CVS Caremark Corporation April 2012 - Present
Mercer November 2010 - January 2012
Fidelity Investments July 2006 - May 2010
Ocean Spray Cranberries Inc. July 2001 - July 2006
Putnam Investments March 1996 - April 2001
Casual Male Retail Group (Formerly J. Baker, Inc.) 1991 - 1996
Talbots 1988 - 1991
Skills
Talent Management, Leadership Development, Performance Management, Organizational..., Organizational..., Career Development, Curriculum Design, Management Development, Executive Coaching, Employee Relations, Instructional Design, 360 Feedback, Coaching, Change Management, Organizational Design, Talent Acquisition, Onboarding, Talent Development, Organizational Change, MBTI, Team Building, Staff Development, Cross-functional Team..., Interviewing, Strategic Planning, Program Management, Team Leadership, Training Delivery, Change Leadership, Team Management, HR Consulting, Vendor Management
Education
University of Massachusetts Boston 1985 — 1989
Master's degree, Adult Learning, Instructional Design
CVS Caremark Corporation April 2012 - Present
Mercer November 2010 - January 2012
Fidelity Investments July 2006 - May 2010
Ocean Spray Cranberries Inc. July 2001 - July 2006
Putnam Investments March 1996 - April 2001
Casual Male Retail Group (Formerly J. Baker, Inc.) 1991 - 1996
Talbots 1988 - 1991
Skills
Talent Management, Leadership Development, Performance Management, Organizational..., Organizational..., Career Development, Curriculum Design, Management Development, Executive Coaching, Employee Relations, Instructional Design, 360 Feedback, Coaching, Change Management, Organizational Design, Talent Acquisition, Onboarding, Talent Development, Organizational Change, MBTI, Team Building, Staff Development, Cross-functional Team..., Interviewing, Strategic Planning, Program Management, Team Leadership, Training Delivery, Change Leadership, Team Management, HR Consulting, Vendor Management
Education
University of Massachusetts Boston 1985 — 1989
Master's degree, Adult Learning, Instructional Design
John Dyer, CFA John Dyer, CFA's Putnam Investments Experience 1996 - 1999
Job Research Analyst at Seix Advisors
Industry Financial Services
Experience
Dwight Asset Management July 2009 - May 2012
Lehman Brothers Asset Management May 2003 - June 2009
The Hanover Insurance Group 2001 - 2003
Putnam Investments 1996 - 1999
Skills
Risk Management, Credit, Banking, Credit Analysis, Credit Risk, Asset Management
Education
University of Maryland - Robert H. Smith School of Business 1999 — 2001
MBA, Finance, Finance GPA 3.9
Villanova University 1991 — 1995
BS, Finance, GPA 3.4
Dwight Asset Management July 2009 - May 2012
Lehman Brothers Asset Management May 2003 - June 2009
The Hanover Insurance Group 2001 - 2003
Putnam Investments 1996 - 1999
Skills
Risk Management, Credit, Banking, Credit Analysis, Credit Risk, Asset Management
Education
University of Maryland - Robert H. Smith School of Business 1999 — 2001
MBA, Finance, Finance GPA 3.9
Villanova University 1991 — 1995
BS, Finance, GPA 3.4
Allison Brown Allison Brown's Putnam Investments Experience June 2008 - March 2010
Job Assistant Vice President Branch Manager of Accountemps, OfficeTeam, Robert Half Accounting & Finance
Industry Staffing and Recruiting
Experience
Robert Half March 2014 - Present
Robert Half October 2011 - Present
Citizens Bank September 2010 - December 2013
Wells Fargo Financial March 2010 - September 2010
Putnam Investments June 2008 - March 2010
Skills
Temporary Staffing, Recruiting, Staffing Services, Temporary Placement, Training, Cold Calling, Applicant Tracking..., Onboarding, Talent Acquisition, Time Management, Management, Sourcing, Marketing, Internet Recruiting, College Recruiting, Sales, Interviews, Human Resources, Hiring, Resume Writing, Contract Recruitment, Employee Benefits, Building Relationships, Screening Resumes, Employee Relations
Education
University of Massachusetts Dartmouth 2005 — 2009
Bachelors Degree, Marketing & Finance
Robert Half March 2014 - Present
Robert Half October 2011 - Present
Citizens Bank September 2010 - December 2013
Wells Fargo Financial March 2010 - September 2010
Putnam Investments June 2008 - March 2010
Skills
Temporary Staffing, Recruiting, Staffing Services, Temporary Placement, Training, Cold Calling, Applicant Tracking..., Onboarding, Talent Acquisition, Time Management, Management, Sourcing, Marketing, Internet Recruiting, College Recruiting, Sales, Interviews, Human Resources, Hiring, Resume Writing, Contract Recruitment, Employee Benefits, Building Relationships, Screening Resumes, Employee Relations
Education
University of Massachusetts Dartmouth 2005 — 2009
Bachelors Degree, Marketing & Finance
Kara Anne Watkins Kara Anne Watkins's Putnam Investments Experience June 2004 - September 2004
Job Office Manager at Burke & Associates CPAs, Inc
Industry Accounting
Experience
Burke & Associates CPAs, Inc November 2013 - Present
Fidelity Investments March 2008 - November 2013
Fidelity Investments September 2004 - March 2007
Fidelity Investments September 2004 - March 2007
Putnam Investments June 2004 - September 2004
University of Massachusetts March 1999 - June 2004
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.), Psychology
Burke & Associates CPAs, Inc November 2013 - Present
Fidelity Investments March 2008 - November 2013
Fidelity Investments September 2004 - March 2007
Fidelity Investments September 2004 - March 2007
Putnam Investments June 2004 - September 2004
University of Massachusetts March 1999 - June 2004
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.), Psychology
Erin Wakefield Erin Wakefield's Putnam Investments Experience December 1999 - March 2005
Job Big Tent Administrator at The Mother Connection, Inc.
Industry Civic & Social Organization
Experience
Care.com August 2014 - Present
The Mother Connection, Inc. June 2014 - Present
The Mother Connection, Inc. August 2012 - June 2014
Care.com 2014 - 2014
The Mother Connection, Inc. August 2010 - November 2010
Putnam Investments December 1999 - March 2005
Talbots August 1998 - December 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Editing, Customer Service, English, Windows, Research, Photoshop, Budgets, Negotiation, Salesforce.com, Gmail, Google Chrome, Time Management, Social Media
Education
University of Maine 1992 — 1997
Psychology
Care.com August 2014 - Present
The Mother Connection, Inc. June 2014 - Present
The Mother Connection, Inc. August 2012 - June 2014
Care.com 2014 - 2014
The Mother Connection, Inc. August 2010 - November 2010
Putnam Investments December 1999 - March 2005
Talbots August 1998 - December 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Editing, Customer Service, English, Windows, Research, Photoshop, Budgets, Negotiation, Salesforce.com, Gmail, Google Chrome, Time Management, Social Media
Education
University of Maine 1992 — 1997
Psychology
Elizabeth (Paul) Daly's Putnam Investments Experience March 2003 - Present
Job Senior Marketing Communications Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments March 2003 - Present
Putnam Investments March 2003 - February 2007
Gearon Hoffman Advertising September 2001 - December 2002
Harpell, Inc December 2000 - September 2001
Stringer & Co June 1999 - December 2000
The Oak Group September 1998 - June 1999
Nationwide Advertising Service, Inc September 1996 - September 1998
Skills
Marketing Communications, Strategic Planning, Account Management, Product Marketing, Management, Advertising, Web Content, Marketing
Education
University of Hartford 1992 — 1996
Bachelor of Music, Music Management
Putnam Investments March 2003 - Present
Putnam Investments March 2003 - February 2007
Gearon Hoffman Advertising September 2001 - December 2002
Harpell, Inc December 2000 - September 2001
Stringer & Co June 1999 - December 2000
The Oak Group September 1998 - June 1999
Nationwide Advertising Service, Inc September 1996 - September 1998
Skills
Marketing Communications, Strategic Planning, Account Management, Product Marketing, Management, Advertising, Web Content, Marketing
Education
University of Hartford 1992 — 1996
Bachelor of Music, Music Management
Todd DiPietro Todd DiPietro's Putnam Investments Experience June 1999 - June 2004
Job Director of Performance Analysis at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments November 2009 - Present
Fidelity Investments June 2004 - August 2010
Putnam Investments June 1999 - June 2004
Skills
Mutual Funds, Analysis, Fund Accounting, Lean Manufacturing, Equities, Management
Education
University of Maine 1994 — 1999
Accounting
Fidelity Investments November 2009 - Present
Fidelity Investments June 2004 - August 2010
Putnam Investments June 1999 - June 2004
Skills
Mutual Funds, Analysis, Fund Accounting, Lean Manufacturing, Equities, Management
Education
University of Maine 1994 — 1999
Accounting
Gregory Barrett, CIMA®, CRPC ® Gregory Barrett, CIMA®, CRPC ®'s Putnam Investments Experience January 1996 - March 1999
Job Retirement Plan Sales at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) February 2012 - Present
Sun Life Financial February 2010 - May 2012
Sun Life Financial June 2005 - December 2009
Evergreen Investments September 2004 - June 2005
Columbia Management March 1999 - June 2004
Putnam Investments January 1996 - March 1999
Golf Professional January 1986 - January 1996
Skills
Series 6, Series 63, Mutual Funds, Retirement Planning, Insurance
Education
University of Massachusetts Dartmouth 1980 — 1985
Bachelor of Arts, Humanities and Social Sciences; Minor in Economics
John Hancock Life Insurance Company (U.S.A.) February 2012 - Present
Sun Life Financial February 2010 - May 2012
Sun Life Financial June 2005 - December 2009
Evergreen Investments September 2004 - June 2005
Columbia Management March 1999 - June 2004
Putnam Investments January 1996 - March 1999
Golf Professional January 1986 - January 1996
Skills
Series 6, Series 63, Mutual Funds, Retirement Planning, Insurance
Education
University of Massachusetts Dartmouth 1980 — 1985
Bachelor of Arts, Humanities and Social Sciences; Minor in Economics
Andrew Sussman, CFA Andrew Sussman, CFA's Putnam Investments Experience May 2009 - August 2009
Job Interest Rate Risk Management Associate at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities June 2014 - Present
Deutsche Bank May 2011 - June 2014
Standard & Poor's June 2010 - August 2010
Putnam Investments May 2009 - August 2009
Skills
Microsoft Excel, Bloomberg Software, Reuters 3000, DB Analytics, Interest Rate..., Financial Modeling, Trading, Valuation, Bloomberg, Derivatives, Investment Banking, Capital Markets, Financial Analysis, Financial Structuring, DCF, Fixed Income, Portfolio Management, Corporate Finance, Securities, Hedge Funds, Asset Management, Series 7, Securitization, Equities, Structured Finance, Mutual Funds, Investments, Financial Markets, Financial Services, Equity Trading, Due Diligence, Options
Education
University of Florida - Warrington College Of Business 2007 — 2011
BSBA, Finance, Statistics
Wells Fargo Securities June 2014 - Present
Deutsche Bank May 2011 - June 2014
Standard & Poor's June 2010 - August 2010
Putnam Investments May 2009 - August 2009
Skills
Microsoft Excel, Bloomberg Software, Reuters 3000, DB Analytics, Interest Rate..., Financial Modeling, Trading, Valuation, Bloomberg, Derivatives, Investment Banking, Capital Markets, Financial Analysis, Financial Structuring, DCF, Fixed Income, Portfolio Management, Corporate Finance, Securities, Hedge Funds, Asset Management, Series 7, Securitization, Equities, Structured Finance, Mutual Funds, Investments, Financial Markets, Financial Services, Equity Trading, Due Diligence, Options
Education
University of Florida - Warrington College Of Business 2007 — 2011
BSBA, Finance, Statistics
Ryan Pasquini Ryan Pasquini's Putnam Investments Experience March 1999 - September 2000
Job Data Center & Telecommunications Manager
Industry Information Technology and Services
Experience
Pasquini Consulting July 2012 - Present
Friendly Restaurant Corporation August 2003 - May 2012
Varius Communications May 2001 - August 2003
Outside The Classroom September 2000 - May 2001
WealthEffect, Inc March 1999 - September 2000
Putnam Investments March 1999 - September 2000
Dialogic Corporation October 1994 - May 1997
Digital Equipment Corporation May 1993 - October 1994
Skills
Virtualization, E-commerce, VoIP, Server Architecture, Team Leadership, Batch Processing, LAMP, E-business, Workload Automation, Linux, Windows, Cloud Computing, Disaster Recovery, IT Operations, System Administration, Data Center, Security, IT Management, Salesforce.com, Network Security, Telecommunications, Integration, Program Management, SharePoint, Software Documentation, Databases, Requirements Analysis
Education
University of Maryland University College 2005 — 2011
Master's Degree, E-Commerce
University of Massachusetts, Amherst 1990 — 1993
Bachelor of Arts in English, Concentration in Technical Communications
Pasquini Consulting July 2012 - Present
Friendly Restaurant Corporation August 2003 - May 2012
Varius Communications May 2001 - August 2003
Outside The Classroom September 2000 - May 2001
WealthEffect, Inc March 1999 - September 2000
Putnam Investments March 1999 - September 2000
Dialogic Corporation October 1994 - May 1997
Digital Equipment Corporation May 1993 - October 1994
Skills
Virtualization, E-commerce, VoIP, Server Architecture, Team Leadership, Batch Processing, LAMP, E-business, Workload Automation, Linux, Windows, Cloud Computing, Disaster Recovery, IT Operations, System Administration, Data Center, Security, IT Management, Salesforce.com, Network Security, Telecommunications, Integration, Program Management, SharePoint, Software Documentation, Databases, Requirements Analysis
Education
University of Maryland University College 2005 — 2011
Master's Degree, E-Commerce
University of Massachusetts, Amherst 1990 — 1993
Bachelor of Arts in English, Concentration in Technical Communications
David Jallits's Putnam Investments Experience March 1992 - January 1993
Job Chief Investment Officer at Signature An Independent Family Office
Industry Investment Management
Experience
Signature - An Independent Family Office September 2015 - Present
Cambridge Associates February 2014 - March 2015
Cambridge Associates October 2007 - February 2014
The Capital Fund May 1995 - March 2007
Teton Partners January 1993 - May 1995
Putnam Investments March 1992 - January 1993
Citibank N.A. January 1985 - February 1992
Huntington National Bank June 1983 - December 1984
Skills
Hedge Funds, Fixed Income, Derivatives, Portfolio Management, Global Macro, Alternative Investments, Asset Allocation, Valuation, Equities, Equity Research, Investment Advisory, Asset Management, Investment Strategies, Capital Markets, Due Diligence, Bloomberg, Investment Management, Financial Analysis, Management, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
Bachelor of Science, Finance
Signature - An Independent Family Office September 2015 - Present
Cambridge Associates February 2014 - March 2015
Cambridge Associates October 2007 - February 2014
The Capital Fund May 1995 - March 2007
Teton Partners January 1993 - May 1995
Putnam Investments March 1992 - January 1993
Citibank N.A. January 1985 - February 1992
Huntington National Bank June 1983 - December 1984
Skills
Hedge Funds, Fixed Income, Derivatives, Portfolio Management, Global Macro, Alternative Investments, Asset Allocation, Valuation, Equities, Equity Research, Investment Advisory, Asset Management, Investment Strategies, Capital Markets, Due Diligence, Bloomberg, Investment Management, Financial Analysis, Management, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
Bachelor of Science, Finance
David Veale David Veale's Putnam Investments Experience January 2000 - January 2005
Job Senior Vice President, Wholesaler Broker Dealer Division, AXA Distributors
Industry Financial Services
Experience
AXA January 2005 - Present
Putnam Investments January 2000 - January 2005
Putnam Investments June 1992 - January 2000
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Alternative Investments, Asset Allocation, Investments, Retirement Planning, Retirement, 401k, Series 6, Asset Management, Securities, Financial Services, Fixed Annuities, Finance
Education
University of Maine 1989 — 1993
Bachelor's Degree, Business Administration and Management, General
AXA January 2005 - Present
Putnam Investments January 2000 - January 2005
Putnam Investments June 1992 - January 2000
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Alternative Investments, Asset Allocation, Investments, Retirement Planning, Retirement, 401k, Series 6, Asset Management, Securities, Financial Services, Fixed Annuities, Finance
Education
University of Maine 1989 — 1993
Bachelor's Degree, Business Administration and Management, General
Howard Goldberg Howard Goldberg's Putnam Investments Experience 1993 - 2005
Job Director of Client Solutions at Plymouth Rock Assurance
Industry Financial Services
Experience
Plymouth Rock Assurance "2014 Boston Globe Best Places to Work" April 2014 - Present
Waste Management May 2013 - March 2014
Plymouth Rock Assurance August 2011 - April 2013
Esurance June 2010 - August 2011
Capgemini May 2010 - June 2010
Fidelity Investments January 2005 - January 2009
Putnam Investments 1993 - 2005
T. ROWE PRICE June 1990 - September 1992
Boston Financial Data Services 1985 - 1990
Skills
Call Center, Cross-functional Team..., Process Improvement, Insurance, Vendor Management, Financial Services, Business Analysis, Program Management, CRM, Call Centers, Leadership, Risk Management, Strategy, Management, SDLC, Training, Change Management, Business Process, Business Development, Analysis, Budgets, Strategic Planning, Mutual Funds, Business Process..., Operations Management, Customer Experience
Education
University of Massachusetts Boston
Bachelor of Science (BS)
Plymouth Rock Assurance "2014 Boston Globe Best Places to Work" April 2014 - Present
Waste Management May 2013 - March 2014
Plymouth Rock Assurance August 2011 - April 2013
Esurance June 2010 - August 2011
Capgemini May 2010 - June 2010
Fidelity Investments January 2005 - January 2009
Putnam Investments 1993 - 2005
T. ROWE PRICE June 1990 - September 1992
Boston Financial Data Services 1985 - 1990
Skills
Call Center, Cross-functional Team..., Process Improvement, Insurance, Vendor Management, Financial Services, Business Analysis, Program Management, CRM, Call Centers, Leadership, Risk Management, Strategy, Management, SDLC, Training, Change Management, Business Process, Business Development, Analysis, Budgets, Strategic Planning, Mutual Funds, Business Process..., Operations Management, Customer Experience
Education
University of Massachusetts Boston
Bachelor of Science (BS)
John Gentile's Putnam Investments Experience 2004 - 2005
Job 3D Visualization Specialist at Kleinfelder
Industry Architecture & Planning
Experience
Kleinfelder January 2014 - Present
JohnG3D 2011 - February 2014
Brown Brothers Harriman 2011 - January 2014
Brown Brothers Harriman 2010 - 2011
Brown Brothers Harriman 2007 - 2010
Brown Brothers Harriman 2005 - 2007
Putnam Investments 2004 - 2005
Skills
Photoshop, Project Management, 3D Modeling, Maya, Illustrator, Team Leadership, After Effects, Animation, Zbrush, 3D, PowerPoint, Lighting, 3D Studio Max, Premiere, Visio, Video Games, Rendering, HTML, Modeling
Education
Boston University - Center for Digital Imaging Arts 2011 — 2012
3D Animation & Interactive Media
University of Massachusetts Dartmouth 2000 — 2004
BS, Business Information Systems
Kleinfelder January 2014 - Present
JohnG3D 2011 - February 2014
Brown Brothers Harriman 2011 - January 2014
Brown Brothers Harriman 2010 - 2011
Brown Brothers Harriman 2007 - 2010
Brown Brothers Harriman 2005 - 2007
Putnam Investments 2004 - 2005
Skills
Photoshop, Project Management, 3D Modeling, Maya, Illustrator, Team Leadership, After Effects, Animation, Zbrush, 3D, PowerPoint, Lighting, 3D Studio Max, Premiere, Visio, Video Games, Rendering, HTML, Modeling
Education
Boston University - Center for Digital Imaging Arts 2011 — 2012
3D Animation & Interactive Media
University of Massachusetts Dartmouth 2000 — 2004
BS, Business Information Systems
Michael D. Urban Michael D. Urban's Putnam Investments Experience 2001 - 2004
Job Writer and Trial Attorney
Industry Writing and Editing
Experience
Michael D. Urban d/b/a IGTBA Enterprises November 2010 - Present
CNA Insurance February 2005 - November 2010
Putnam Investments 2001 - 2004
Kehr & Urban, LLP 1997 - 2001
Skills
Trial law; Fiction..., Fiction Writing, Litigation, Ebooks, Legal Research, Public Speaking, Editing, Publishing, Creative Writing, Legal Writing, Fiction, Books, Research, Press Releases, Blogging, Published Author
Education
Dartmouth College
BA, Government
University of Maine School of Law
JD, Law
Michael D. Urban d/b/a IGTBA Enterprises November 2010 - Present
CNA Insurance February 2005 - November 2010
Putnam Investments 2001 - 2004
Kehr & Urban, LLP 1997 - 2001
Skills
Trial law; Fiction..., Fiction Writing, Litigation, Ebooks, Legal Research, Public Speaking, Editing, Publishing, Creative Writing, Legal Writing, Fiction, Books, Research, Press Releases, Blogging, Published Author
Education
Dartmouth College
BA, Government
University of Maine School of Law
JD, Law
Aaron Kessler Aaron Kessler's Putnam Investments Experience July 2013 - Present
Job Senior Middle Office Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2013 - Present
Putnam Investments January 2011 - July 2013
Putnam Investments August 2008 - December 2010
Skills
Portfolio Management, Bloomberg, Securities, Fixed Income, Asset Management, Alternative Investments, Derivatives, Settlement, Bloomberg Terminal, Financial Risk, Collateral Management, Middle Office, Trading, Banking, Microsoft Excel
Education
University of Massachusetts Dartmouth 2004 — 2008
Bachelor of Science, Economics
Putnam Investments July 2013 - Present
Putnam Investments January 2011 - July 2013
Putnam Investments August 2008 - December 2010
Skills
Portfolio Management, Bloomberg, Securities, Fixed Income, Asset Management, Alternative Investments, Derivatives, Settlement, Bloomberg Terminal, Financial Risk, Collateral Management, Middle Office, Trading, Banking, Microsoft Excel
Education
University of Massachusetts Dartmouth 2004 — 2008
Bachelor of Science, Economics
Scott Busnach Scott Busnach's Putnam Investments Experience 1993 - 2005
Job
Industry Financial Services
Experience
Walnut Hill Apartment Management September 2008 - Present
Walnut Hill Apartment Management dba BF Realty September 2008 - Present
Cammack LaRhette Consulting June 2006 - August 2008
Putnam Investments 1993 - 2005
Skills
Retirement Planning, Financial Risk, Accounting, Asset Management, Employee Benefits, Finance, Financial Services, Health Insurance, Insurance, Investments, Management, Mutual Funds, Portfolio Management, Risk Management, Relationship Management, Retirement, Leadership, 401k
Education
University of Massachusetts Boston 1996 — 2000
University of Massachusetts Boston 1988 — 1991
Walnut Hill Apartment Management September 2008 - Present
Walnut Hill Apartment Management dba BF Realty September 2008 - Present
Cammack LaRhette Consulting June 2006 - August 2008
Putnam Investments 1993 - 2005
Skills
Retirement Planning, Financial Risk, Accounting, Asset Management, Employee Benefits, Finance, Financial Services, Health Insurance, Insurance, Investments, Management, Mutual Funds, Portfolio Management, Risk Management, Relationship Management, Retirement, Leadership, 401k
Education
University of Massachusetts Boston 1996 — 2000
University of Massachusetts Boston 1988 — 1991
Kevin Conboy's Putnam Investments Experience January 2001 - April 2004
Job Relationship Manager at MassMutual
Industry Financial Services
Experience
MassMutual 2004 - Present
Putnam Investments January 2001 - April 2004
Putnam Investments December 1996 - January 2001
Skills
401k, Series 63, Series 7, Retirement, Defined Benefit, Mutual Funds, Investments, Defined Contribution, ERISA, Asset Allocation, Pensions, Qualified Retirement..., Profit Sharing, Relationship Management, 403 b, Non-Qualified Deferred...
Education
University of Massachusetts at Lowell 1991 — 1994
Accounting
University of Massachusetts Dartmouth 1989 — 1991
MassMutual 2004 - Present
Putnam Investments January 2001 - April 2004
Putnam Investments December 1996 - January 2001
Skills
401k, Series 63, Series 7, Retirement, Defined Benefit, Mutual Funds, Investments, Defined Contribution, ERISA, Asset Allocation, Pensions, Qualified Retirement..., Profit Sharing, Relationship Management, 403 b, Non-Qualified Deferred...
Education
University of Massachusetts at Lowell 1991 — 1994
Accounting
University of Massachusetts Dartmouth 1989 — 1991
Paul Rapoza Paul Rapoza's Putnam Investments Experience 1996 - 1998
Job Web and Software Architecture
Industry Hospital & Health Care
Experience
NRS Global Partners November 2013 - Present
Synergis November 2012 - Present
Emory Healthcare 2012 - Present
Millstone Medical Outsourcing July 2012 - November 2012
Partners HealthCare System, Inc January 2005 - July 2012
Partners HealthCare 2005 - July 2012
Independent Consultant March 2004 - May 2005
Fidelity Investments May 1998 - June 2004
Fidelity Investments 1998 - 2004
Putnam Investments 1996 - 1998
Skills
Web Services, XML, Software Development, SharePoint, Java, .NET, SQL, Documentum, Enterprise Architecture, Enterprise Software, HTML, Visual Studio, Websphere, Knowledge Management, Architecture, Agile Methodologies, Integration, Databases, SOA, Visual Basic, Perl, Solaris, AIX, HP-UX, VBScript, Vignette, eRoom, Eclipse, JSP, Unix Shell Scripting, JavaScript, CMS, JBoss, XML Spy, NetBeans, TCL, Oracle, Microsoft SQL Server, Unix, Web Applications, Information Technology, SDLC, Consulting, C#, Cerner, Epic Systems, EHR, Java Enterprise Edition, UML
Education
University of Massachusetts Dartmouth 1987 — 1991
B. S., Computer Science/Engineering
Bishop Stang 1984 — 1987
University of Massachusetts Dartmouth
NRS Global Partners November 2013 - Present
Synergis November 2012 - Present
Emory Healthcare 2012 - Present
Millstone Medical Outsourcing July 2012 - November 2012
Partners HealthCare System, Inc January 2005 - July 2012
Partners HealthCare 2005 - July 2012
Independent Consultant March 2004 - May 2005
Fidelity Investments May 1998 - June 2004
Fidelity Investments 1998 - 2004
Putnam Investments 1996 - 1998
Skills
Web Services, XML, Software Development, SharePoint, Java, .NET, SQL, Documentum, Enterprise Architecture, Enterprise Software, HTML, Visual Studio, Websphere, Knowledge Management, Architecture, Agile Methodologies, Integration, Databases, SOA, Visual Basic, Perl, Solaris, AIX, HP-UX, VBScript, Vignette, eRoom, Eclipse, JSP, Unix Shell Scripting, JavaScript, CMS, JBoss, XML Spy, NetBeans, TCL, Oracle, Microsoft SQL Server, Unix, Web Applications, Information Technology, SDLC, Consulting, C#, Cerner, Epic Systems, EHR, Java Enterprise Edition, UML
Education
University of Massachusetts Dartmouth 1987 — 1991
B. S., Computer Science/Engineering
Bishop Stang 1984 — 1987
University of Massachusetts Dartmouth
Kris O'Brien Kris O'Brien's Putnam Investments Experience January 2008 - February 2009
Job Applications Specialist at MEDITECH
Industry Hospital & Health Care
Experience
MEDITECH August 2010 - Present
Symphony music shoppe jingle 2010 - 2010
Putnam Investments January 2008 - February 2009
Skills
Music, Recording, Project Management, Music Production, Songwriting, Singing, Sound Editing, Microsoft Office, Customer Service, Microsoft Excel, Social Media, Microsoft Word, PowerPoint, Social Networking
Education
University of Massachusetts Dartmouth 2004 — 2007
English - Writing/Communications, English
Dartmouth High 1999 — 2003
MEDITECH August 2010 - Present
Symphony music shoppe jingle 2010 - 2010
Putnam Investments January 2008 - February 2009
Skills
Music, Recording, Project Management, Music Production, Songwriting, Singing, Sound Editing, Microsoft Office, Customer Service, Microsoft Excel, Social Media, Microsoft Word, PowerPoint, Social Networking
Education
University of Massachusetts Dartmouth 2004 — 2007
English - Writing/Communications, English
Dartmouth High 1999 — 2003
Dennis Dennehy Dennis Dennehy's Putnam Investments Experience December 2000 - February 2003
Job Retired
Industry Financial Services
Experience
Fidelity Investments - FPCMS Systems Group July 2013 - Present
Fidelity Investments - FPCMS Systems Group September 2010 - July 2013
Fidelity Investments - FPCMS March 2003 - November 2008
Delaware Investments June 2002 - February 2003
Putnam Investments December 2000 - February 2003
First Data/PFPC June 1999 - December 2000
Colonial Management/Liberty Financial April 1996 - June 1999
Mellon Financial June 1995 - March 1996
Venture Financial Systems Group, Ltd. February 1995 - May 1995
The Boston Company March 1994 - January 1995
Skills
SDLC, Integration, Software Development, Testing, Unix, Databases, Program Management, Analysis, Management, COBOL, User Acceptance Testing, Access, Security, Team Leadership, Leadership, Financial Services, Troubleshooting, JCL, Mainframe, Requirements Analysis
Education
University of Massachusetts Boston 1978 — 1982
BS in Management, Concentrations in MIS and Public Policy Analysis
Fidelity Investments - FPCMS Systems Group July 2013 - Present
Fidelity Investments - FPCMS Systems Group September 2010 - July 2013
Fidelity Investments - FPCMS March 2003 - November 2008
Delaware Investments June 2002 - February 2003
Putnam Investments December 2000 - February 2003
First Data/PFPC June 1999 - December 2000
Colonial Management/Liberty Financial April 1996 - June 1999
Mellon Financial June 1995 - March 1996
Venture Financial Systems Group, Ltd. February 1995 - May 1995
The Boston Company March 1994 - January 1995
Skills
SDLC, Integration, Software Development, Testing, Unix, Databases, Program Management, Analysis, Management, COBOL, User Acceptance Testing, Access, Security, Team Leadership, Leadership, Financial Services, Troubleshooting, JCL, Mainframe, Requirements Analysis
Education
University of Massachusetts Boston 1978 — 1982
BS in Management, Concentrations in MIS and Public Policy Analysis
Nathaniel Bernardo's Putnam Investments Experience March 2005 - February 2008
Job Business Segment Controller
Industry Consumer Goods
Experience
Procter & Gamble September 2015 - Present
Procter & Gamble - NA Prestige Fine Fragrances January 2013 - August 2015
Procter & Gamble - Duracell Global Brand Franchise Org January 2011 - December 2012
Procter & Gamble - Duracell North America RBU January 2010 - December 2010
Procter & Gamble - Duracell Product Supply January 2009 - December 2009
Procter & Gamble - Duracell Product Supply March 2008 - December 2008
Putnam Investments March 2005 - February 2008
Skills
NPV, Financial Analysis, Financial Modeling, Financial Forecasting, Corporate Finance, Strategic Financial..., Financial Reporting, Forecasting, Income Statement, Analysis, Business Planning, Consumer Products, Strategy, Cost Accounting, SAP, Managerial Finance, P, Internal Controls, Financial Accounting, Pricing Analysis, US GAAP, Cross-functional Team..., Process Improvement, Budgets, Leadership, Finance, Pricing, Management, Financial Planning
Education
Suffolk University - Sawyer School of Management 2008 — 2014
MBA
University of Massachusetts Dartmouth 2003 — 2007
Bachelor's of Science, Finance
Procter & Gamble September 2015 - Present
Procter & Gamble - NA Prestige Fine Fragrances January 2013 - August 2015
Procter & Gamble - Duracell Global Brand Franchise Org January 2011 - December 2012
Procter & Gamble - Duracell North America RBU January 2010 - December 2010
Procter & Gamble - Duracell Product Supply January 2009 - December 2009
Procter & Gamble - Duracell Product Supply March 2008 - December 2008
Putnam Investments March 2005 - February 2008
Skills
NPV, Financial Analysis, Financial Modeling, Financial Forecasting, Corporate Finance, Strategic Financial..., Financial Reporting, Forecasting, Income Statement, Analysis, Business Planning, Consumer Products, Strategy, Cost Accounting, SAP, Managerial Finance, P, Internal Controls, Financial Accounting, Pricing Analysis, US GAAP, Cross-functional Team..., Process Improvement, Budgets, Leadership, Finance, Pricing, Management, Financial Planning
Education
Suffolk University - Sawyer School of Management 2008 — 2014
MBA
University of Massachusetts Dartmouth 2003 — 2007
Bachelor's of Science, Finance
Richard Diversi Richard Diversi's Putnam Investments Experience January 2001 - December 2006
Job Credit Analyst at The Bank of Maine
Industry Financial Services
Experience
State Street January 2007 - August 2014
Putnam Investments January 2001 - December 2006
Maine International Trade Center 2001 - 2001
J. Brown Agency/LMC Group 1995 - 1998
Powerforce Services International 1994 - 1997
Skills
Marketing, Marketing Management, Business Development, Marketing Communications, Financial Analysis, New Business Development, Investments, Community Development, Community Service, Portfolio Management, Trade Promotions, Corporate Finance, Equities, Finance, Financial Reporting, Community Organizing, Department for..., Economic Development, Import/Export Operations
Education
Husson University
Master of Business Administration (M.B.A.)
University of Maine 1987 — 1991
B.S Business Administration, Finance
State Street January 2007 - August 2014
Putnam Investments January 2001 - December 2006
Maine International Trade Center 2001 - 2001
J. Brown Agency/LMC Group 1995 - 1998
Powerforce Services International 1994 - 1997
Skills
Marketing, Marketing Management, Business Development, Marketing Communications, Financial Analysis, New Business Development, Investments, Community Development, Community Service, Portfolio Management, Trade Promotions, Corporate Finance, Equities, Finance, Financial Reporting, Community Organizing, Department for..., Economic Development, Import/Export Operations
Education
Husson University
Master of Business Administration (M.B.A.)
University of Maine 1987 — 1991
B.S Business Administration, Finance
Brianna Pesce's Putnam Investments Experience June 2012 - December 2012
Job Risk Data Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan July 2013 - July 2014
State Street January 2013 - July 2013
Putnam Investments June 2012 - December 2012
Putnam Investments October 2011 - June 2012
Nordstrom February 2011 - August 2011
Ganzo Cultural Association September 2010 - December 2010
Fashion Show Production Intern September 2010 - December 2010
Skills
Customer Service, PowerPoint, Marketing, Microsoft Excel, Outlook, SPSS, Mutual Funds, Sales Management, Risk Management, Financial Risk, Wealth Management
Education
University of Massachusetts Boston 2015 — 2017
Master of Business Administration (MBA)
Salem State University 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Florence University of the Arts 2010 — 2010
Business Administration, International Business
J.P. Morgan July 2014 - Present
J.P. Morgan July 2013 - July 2014
State Street January 2013 - July 2013
Putnam Investments June 2012 - December 2012
Putnam Investments October 2011 - June 2012
Nordstrom February 2011 - August 2011
Ganzo Cultural Association September 2010 - December 2010
Fashion Show Production Intern September 2010 - December 2010
Skills
Customer Service, PowerPoint, Marketing, Microsoft Excel, Outlook, SPSS, Mutual Funds, Sales Management, Risk Management, Financial Risk, Wealth Management
Education
University of Massachusetts Boston 2015 — 2017
Master of Business Administration (MBA)
Salem State University 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Florence University of the Arts 2010 — 2010
Business Administration, International Business
Hugh Scott Hamill Hugh Scott Hamill's Putnam Investments Experience January 1996 - August 1998
Job Head of Trade Operations, Geode Capital Management, LLC
Industry Financial Services
Experience
Geode Capital Management October 2007 - Present
Bank of America November 2002 - October 2007
BDC Financial June 2000 - October 2002
Fleet Bank August 1998 - June 2000
Putnam Investments January 1996 - August 1998
Skills
Fixed Income, Equities
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.), Economics
Geode Capital Management October 2007 - Present
Bank of America November 2002 - October 2007
BDC Financial June 2000 - October 2002
Fleet Bank August 1998 - June 2000
Putnam Investments January 1996 - August 1998
Skills
Fixed Income, Equities
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.), Economics
Adrian Goneau Adrian Goneau's Putnam Investments Experience March 2000 - Present
Job Senior Web Designer at Putnam Investments
Industry Information Technology and Services
Experience
Putnam Investments March 2000 - Present
Skills
Dreamweaver, CSS, Information Architecture, Photoshop, Content Management, HTML, Wordpress, Social Media, Project Management, Usability, Adobe Fireworks, CMS, Intranet Strategy, Intranet, Content Strategy, Web Content, Web Content Management, User Interface Design, User Experience, Web Design
Education
University of Massachusetts Dartmouth 1990 — 1994
Bachelors, Economics
Putnam Investments March 2000 - Present
Skills
Dreamweaver, CSS, Information Architecture, Photoshop, Content Management, HTML, Wordpress, Social Media, Project Management, Usability, Adobe Fireworks, CMS, Intranet Strategy, Intranet, Content Strategy, Web Content, Web Content Management, User Interface Design, User Experience, Web Design
Education
University of Massachusetts Dartmouth 1990 — 1994
Bachelors, Economics
Eric Deandrea Eric Deandrea's Putnam Investments Experience September 2002 - March 2011
Job Lead Solution Architect at TIAACREF
Industry Computer Software
Experience
TIAA-CREF September 2011 - Present
USA Hockey October 2009 - 2012
Charles River Development March 2011 - September 2011
Putnam Investments September 2002 - March 2011
Inforonics August 1999 - September 2002
Skills
Java, Android, Blackberry, Swing, Agile Methodologies, Web Services, SQL, Software Development, XML, JavaScript, SDLC, Databases, Mobile Applications, Unix, Spring, Maven, Gradle, Fatwire, Content Management, Web Content Management, HTML, HTML 5, Ant, Rational Team Concert, IBM Rational Tools, Groovy, Web Development, Java Enterprise Edition, Eclipse, AJAX, jQuery, UML, MySQL, CSS, Web Applications, Scrum, Database Design, Apache, Object Oriented Design, Subversion, Design Patterns, EJB, Architectures, Distributed Systems, Test Driven Development, REST, SOA, Mobile Devices, Tomcat, Software Engineering
Education
University of Massachusetts Lowell 2002 — 2003
Graduate Certificate, Business
University of Massachusetts Dartmouth 1995 — 1999
BS, Computer Science
TIAA-CREF September 2011 - Present
USA Hockey October 2009 - 2012
Charles River Development March 2011 - September 2011
Putnam Investments September 2002 - March 2011
Inforonics August 1999 - September 2002
Skills
Java, Android, Blackberry, Swing, Agile Methodologies, Web Services, SQL, Software Development, XML, JavaScript, SDLC, Databases, Mobile Applications, Unix, Spring, Maven, Gradle, Fatwire, Content Management, Web Content Management, HTML, HTML 5, Ant, Rational Team Concert, IBM Rational Tools, Groovy, Web Development, Java Enterprise Edition, Eclipse, AJAX, jQuery, UML, MySQL, CSS, Web Applications, Scrum, Database Design, Apache, Object Oriented Design, Subversion, Design Patterns, EJB, Architectures, Distributed Systems, Test Driven Development, REST, SOA, Mobile Devices, Tomcat, Software Engineering
Education
University of Massachusetts Lowell 2002 — 2003
Graduate Certificate, Business
University of Massachusetts Dartmouth 1995 — 1999
BS, Computer Science
John DeCamp John DeCamp's Putnam Investments Experience 1995 - 1996
Job Account Manager at EnterpriseDB
Industry Financial Services
Experience
EnterpriseDB 2015 - Present
Oracle 2013 - 2015
Commonwealth Financial Group 2011 - 2013
Northwestern Mutual Life 2009 - 2011
ING 2006 - 2009
Tofias PC 2004 - 2006
Manulife Financial 1997 - 2004
Putnam Investments 1995 - 1996
Skills
Retirement, Insurance, Securities, 401k, Disability Insurance, Series 7, Investments, Long Term Care Insurance, Series 63
Education
University of Maine 1993 — 1995
BS, Economics
University of Vermont 1991 — 1993
Northfield Mount Hermon 1989 — 1990
Swampscott High School 1986 — 1989
EnterpriseDB 2015 - Present
Oracle 2013 - 2015
Commonwealth Financial Group 2011 - 2013
Northwestern Mutual Life 2009 - 2011
ING 2006 - 2009
Tofias PC 2004 - 2006
Manulife Financial 1997 - 2004
Putnam Investments 1995 - 1996
Skills
Retirement, Insurance, Securities, 401k, Disability Insurance, Series 7, Investments, Long Term Care Insurance, Series 63
Education
University of Maine 1993 — 1995
BS, Economics
University of Vermont 1991 — 1993
Northfield Mount Hermon 1989 — 1990
Swampscott High School 1986 — 1989
Lynda Hughes Lynda Hughes's Putnam Investments Experience September 2002 - August 2005
Job Hawthorn Real Estate
Industry Real Estate
Experience
Hawthorn Real Estate April 2014 - Present
Carter Nursery School, Board Member September 2011 - Present
RE/MAX Home Team February 2013 - April 2014
Clough Capital Partners, L.P. August 2005 - May 2006
Putnam Investments September 2002 - August 2005
Skills
Sellers, New Home Sales, Real Estate, Real Estate Transactions, Property, Custom Remodeling, Investment Properties, Residential Homes, First Time Home Buyers
Education
UMass Boston 1998 — 2001
Bachelor of Arts (B.A.), Psychology
Hawthorn Real Estate April 2014 - Present
Carter Nursery School, Board Member September 2011 - Present
RE/MAX Home Team February 2013 - April 2014
Clough Capital Partners, L.P. August 2005 - May 2006
Putnam Investments September 2002 - August 2005
Skills
Sellers, New Home Sales, Real Estate, Real Estate Transactions, Property, Custom Remodeling, Investment Properties, Residential Homes, First Time Home Buyers
Education
UMass Boston 1998 — 2001
Bachelor of Arts (B.A.), Psychology
Shannon Toland Shannon Toland's Putnam Investments Experience December 1994 - May 1996
Job Realtor
Industry Real Estate
Experience
Keller Williams Realty January 2010 - Present
Red Hot Entertainment DJ Services September 1997 - Present
Red Hot Fitness April 2011 - March 2014
CENTURY 21® April 2000 - January 2010
State Street May 1996 - July 1999
Putnam Investments December 1994 - May 1996
The Computer Merchant September 1993 - December 1994
Optima Shipping March 1991 - September 1993
Skills
Real Estate, Short Sales, Real Estate Transactions, Investment Properties, Foreclosures, New Home Sales, REO, Selling, Buyer Representation, First Time Home Buyers, Relocation, Sellers, Negotiation, Marketing, Rentals, Condos, Customer Service, Residential Homes, Single Family Homes, Listings
Education
UMass Boston 1991 — 1996
Bachelor's degree, Finance, General
Weymouth High School 1986 — 1990
High School Diploma
Keller Williams Realty January 2010 - Present
Red Hot Entertainment DJ Services September 1997 - Present
Red Hot Fitness April 2011 - March 2014
CENTURY 21® April 2000 - January 2010
State Street May 1996 - July 1999
Putnam Investments December 1994 - May 1996
The Computer Merchant September 1993 - December 1994
Optima Shipping March 1991 - September 1993
Skills
Real Estate, Short Sales, Real Estate Transactions, Investment Properties, Foreclosures, New Home Sales, REO, Selling, Buyer Representation, First Time Home Buyers, Relocation, Sellers, Negotiation, Marketing, Rentals, Condos, Customer Service, Residential Homes, Single Family Homes, Listings
Education
UMass Boston 1991 — 1996
Bachelor's degree, Finance, General
Weymouth High School 1986 — 1990
High School Diploma
Margaret Chase's Putnam Investments Experience 1997 - 2008
Job Instructional Designer at Analog Devices
Industry E-Learning
Experience
Analog Devices August 2013 - Present
Bridge Technical Talent March 2013 - August 2013
Fidelity National Financial November 2010 - December 2012
CaseNET August 2010 - October 2010
Linedata Services February 2008 - May 2010
Putnam Investments 1997 - 2008
Skills
Training, Adult Education, Needs Analysis, Instructional Design, Captivate, Learning Management..., CRM, Instructor-led Training, Management, Coaching, Hands-on Training, Dance, E-Learning, ADDIE, Blended Learning, Learning Management, SnagIt
Education
University of Massachusetts Boston 1998 — 2002
M.Ed., Instructional Design
University of Massachusetts, Amherst 1973 — 1977
B.A., BDIC
Wayland Highschool 1969 — 1973
Analog Devices August 2013 - Present
Bridge Technical Talent March 2013 - August 2013
Fidelity National Financial November 2010 - December 2012
CaseNET August 2010 - October 2010
Linedata Services February 2008 - May 2010
Putnam Investments 1997 - 2008
Skills
Training, Adult Education, Needs Analysis, Instructional Design, Captivate, Learning Management..., CRM, Instructor-led Training, Management, Coaching, Hands-on Training, Dance, E-Learning, ADDIE, Blended Learning, Learning Management, SnagIt
Education
University of Massachusetts Boston 1998 — 2002
M.Ed., Instructional Design
University of Massachusetts, Amherst 1973 — 1977
B.A., BDIC
Wayland Highschool 1969 — 1973
Scott Upham Scott Upham's Putnam Investments Experience February 1999 - April 2002
Job Managing Director at Cribstone Capital Management
Industry Investment Management
Experience
Cribstone Capital Management, LLC February 2012 - Present
Russell Investments December 2005 - February 2012
Russell Investment Group December 2005 - February 2012
Maine Maritime Museum February 2009 - January 2012
Ameriprise Financial Services, Inc. March 2002 - December 2005
Putnam Investments February 1999 - April 2002
Fleet Investment Services January 1993 - March 1999
Education
University of Maine 1988 — 1992
BS, Finance
Cribstone Capital Management, LLC February 2012 - Present
Russell Investments December 2005 - February 2012
Russell Investment Group December 2005 - February 2012
Maine Maritime Museum February 2009 - January 2012
Ameriprise Financial Services, Inc. March 2002 - December 2005
Putnam Investments February 1999 - April 2002
Fleet Investment Services January 1993 - March 1999
Education
University of Maine 1988 — 1992
BS, Finance
Mark Stedman Mark Stedman's Putnam Investments Experience January 2001 - May 2004
Job Investment Risk Analyst/Reporting Developer
Industry Financial Services
Experience
NorthStar, Inc. January 2014 - Present
TIAA-CREF April 2004 - December 2013
Putnam Investments January 2001 - May 2004
ExecuTechs Services, Inc. 1989 - 2001
Remanco 1984 - 1989
United States Air Force 1980 - 1983
Skills
Risk Management, Market & Credit Risk, Predictive Analytics, Business Analysis, Data Warehousing & ETL, Microsoft SQL Server, Oracle, Visual Studio, Visual Basic & VBA, Microsoft Excel, Access, Microsoft Office, Software Development, Computer Hardware, Electronics
Education
University of Hartford
Electrical and Electronics Engineering (BSEE)
NorthStar, Inc. January 2014 - Present
TIAA-CREF April 2004 - December 2013
Putnam Investments January 2001 - May 2004
ExecuTechs Services, Inc. 1989 - 2001
Remanco 1984 - 1989
United States Air Force 1980 - 1983
Skills
Risk Management, Market & Credit Risk, Predictive Analytics, Business Analysis, Data Warehousing & ETL, Microsoft SQL Server, Oracle, Visual Studio, Visual Basic & VBA, Microsoft Excel, Access, Microsoft Office, Software Development, Computer Hardware, Electronics
Education
University of Hartford
Electrical and Electronics Engineering (BSEE)
Brittania Williams Brittania Williams's Putnam Investments Experience June 2007 - August 2007
Job Benefits Eligibility and Referral Social Worker at Department of Transitional Assistance
Industry Hospital & Health Care
Experience
Commonwealth of Massachusetts February 2014 - Present
Road To Responsibility, Inc. April 2009 - Present
Foot Locker January 2008 - December 2010
Newbury College October 2008 - May 2009
Putnam Investments June 2007 - August 2007
Citizens Schools January 2007 - June 2007
Home for Little Wonderers November 2005 - December 2006
Skills
Customer Service, PeopleSoft, PowerPoint, Employee Relations, Organizational..., Management, Psychology, Switchboard Operator, Microsoft Office, Email, Intranet, Citrix, Interpersonal..., Communication, Product Marketing, Loss Prevention, Athletics, Public Speaking, Microsoft Word, Microsoft Excel, Data Analysis, Data Entry, Event Management, Event Planning, Beacon, Organization Skills
Education
University of Massachusetts Boston 2009 — 2014
Bachelor's Degree, Criminal Justice
University of Massachusetts Boston 2009 — 2014
Bachelor's Degree, Psychology
Commonwealth of Massachusetts February 2014 - Present
Road To Responsibility, Inc. April 2009 - Present
Foot Locker January 2008 - December 2010
Newbury College October 2008 - May 2009
Putnam Investments June 2007 - August 2007
Citizens Schools January 2007 - June 2007
Home for Little Wonderers November 2005 - December 2006
Skills
Customer Service, PeopleSoft, PowerPoint, Employee Relations, Organizational..., Management, Psychology, Switchboard Operator, Microsoft Office, Email, Intranet, Citrix, Interpersonal..., Communication, Product Marketing, Loss Prevention, Athletics, Public Speaking, Microsoft Word, Microsoft Excel, Data Analysis, Data Entry, Event Management, Event Planning, Beacon, Organization Skills
Education
University of Massachusetts Boston 2009 — 2014
Bachelor's Degree, Criminal Justice
University of Massachusetts Boston 2009 — 2014
Bachelor's Degree, Psychology
Abigsadai Santos's Putnam Investments Experience December 2012 - November 2013
Job Finance, Marketing, and Accounting Experience
Industry Financial Services
Experience
Best Doctors 2015 - Present
Dream Imagine Studios January 2011 - Present
HITEC Sensor Solutions, Inc September 2014 - December 2014
D-One Multiservices January 2012 - May 2014
Putnam Investments December 2012 - November 2013
RuffaloCODY January 2013 - May 2013
CCS Companies February 2009 - September 2012
Wyndham Hotels & Resorts October 2005 - February 2009
University of Massachusetts January 2006 - May 2006
Skills
Financial Accounting, Financial Reporting, Microsoft Excel, Tax, Tax Preparation, Microsoft Word, Accounts Receivable, Income Tax, PowerPoint, General Ledger, Microsoft Office, Account Reconciliation, Inventory Management, Event Planning, Teamwork, Accounts Payable, Data Analysis, Sales, Access, Customer Service, Call Centers, Accounting, Time Management, Customer Satisfaction
Education
University of Massachusetts Lowell 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Greater Lawrence Technical High School
Greater Lawrence Technical High School
Harry S Truman
University of Massachusetts Boston
Bachelor's of Science, Business Administration Dual Concentration in Finance and Marketing
Best Doctors 2015 - Present
Dream Imagine Studios January 2011 - Present
HITEC Sensor Solutions, Inc September 2014 - December 2014
D-One Multiservices January 2012 - May 2014
Putnam Investments December 2012 - November 2013
RuffaloCODY January 2013 - May 2013
CCS Companies February 2009 - September 2012
Wyndham Hotels & Resorts October 2005 - February 2009
University of Massachusetts January 2006 - May 2006
Skills
Financial Accounting, Financial Reporting, Microsoft Excel, Tax, Tax Preparation, Microsoft Word, Accounts Receivable, Income Tax, PowerPoint, General Ledger, Microsoft Office, Account Reconciliation, Inventory Management, Event Planning, Teamwork, Accounts Payable, Data Analysis, Sales, Access, Customer Service, Call Centers, Accounting, Time Management, Customer Satisfaction
Education
University of Massachusetts Lowell 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Greater Lawrence Technical High School
Greater Lawrence Technical High School
Harry S Truman
University of Massachusetts Boston
Bachelor's of Science, Business Administration Dual Concentration in Finance and Marketing
Joe Kaplan Joe Kaplan's Putnam Investments Experience January 2012 - October 2014
Job Managing Partner at Southernmost Pool Service
Industry Recreational Facilities and Services
Experience
Southernmost Pool Service June 2015 - Present
EMPOWER Retirement (The combined DC businesses of Putnam, Great West & JP Morgan RPS) October 2014 - March 2015
Putnam Investments January 2012 - October 2014
RBC Wealth Managment July 2007 - January 2012
ADP April 2005 - July 2007
Communispond 2004 - 2005
Paychex October 1999 - May 2004
NJ Department of Environmental Protection 1997 - 1999
Skills
401k, Retirement, Series 63, Defined Benefit, Mutual Funds, Series 6, ERISA, Employee Benefits, Salesforce.com, Retirement Planning, Retirement Plan..., Pensions, Investments, Wealth Management, Sales, Sales Process, New Business Development, Cold Calling, Alternative Investments, Estate Planning, Financial Advisory, Insurance, Fixed Income
Education
University of Maryland College Park 1991 — 1996
BS, Natural Resources Management and Policy
University of Maryland College Park
Southernmost Pool Service June 2015 - Present
EMPOWER Retirement (The combined DC businesses of Putnam, Great West & JP Morgan RPS) October 2014 - March 2015
Putnam Investments January 2012 - October 2014
RBC Wealth Managment July 2007 - January 2012
ADP April 2005 - July 2007
Communispond 2004 - 2005
Paychex October 1999 - May 2004
NJ Department of Environmental Protection 1997 - 1999
Skills
401k, Retirement, Series 63, Defined Benefit, Mutual Funds, Series 6, ERISA, Employee Benefits, Salesforce.com, Retirement Planning, Retirement Plan..., Pensions, Investments, Wealth Management, Sales, Sales Process, New Business Development, Cold Calling, Alternative Investments, Estate Planning, Financial Advisory, Insurance, Fixed Income
Education
University of Maryland College Park 1991 — 1996
BS, Natural Resources Management and Policy
University of Maryland College Park
Brian Hickox Brian Hickox's Putnam Investments Experience May 2013 - October 2014
Job Financial Advisor, People's CU Financial Services
Industry Financial Services
Experience
CUNA Mutual Group March 2015 - Present
Putnam Investments May 2013 - October 2014
Bell Wealth Management September 2012 - May 2013
Brown, Lisle/Cummings October 2009 - September 2012
Merrill Lynch October 2007 - October 2009
Banc of America Investment Services October 2005 - October 2007
Merrill Lynch January 2003 - October 2005
Skills
Retirement Planning, Wealth Management, 401k, Investments, Financial Advisory, Securities, Series 7, FINRA, Retirement, Mutual Funds, Series 63, Asset Allocation, Investment Advisory, Investment Strategies, Fixed Annuities, Uniform Combined State..., Series 6, Insurance, Estate Planning, Series 65, Alternative Investments
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Finance, General
CUNA Mutual Group March 2015 - Present
Putnam Investments May 2013 - October 2014
Bell Wealth Management September 2012 - May 2013
Brown, Lisle/Cummings October 2009 - September 2012
Merrill Lynch October 2007 - October 2009
Banc of America Investment Services October 2005 - October 2007
Merrill Lynch January 2003 - October 2005
Skills
Retirement Planning, Wealth Management, 401k, Investments, Financial Advisory, Securities, Series 7, FINRA, Retirement, Mutual Funds, Series 63, Asset Allocation, Investment Advisory, Investment Strategies, Fixed Annuities, Uniform Combined State..., Series 6, Insurance, Estate Planning, Series 65, Alternative Investments
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Finance, General
Karen Flaherty Karen Flaherty's Putnam Investments Experience 1985 - 1997
Job Team Lead Implementation ConsultantIT Consulting/Product Delivery
Industry Investment Management
Experience
Mercer Investments September 2005 - Present
Mercer January 1997 - September 2005
Putnam Investments 1985 - 1997
Skills
HR Project Management, Solution Implementation, Website Development, Web Content, People Development, Team Leadership, Training, Project Management, Web Development, Business Analysis, Team Management, Investments, Process Improvement
Education
University of Massachusetts Boston 1991 — 1994
University of Massachusetts Boston 1990 — 1994
Mercer Investments September 2005 - Present
Mercer January 1997 - September 2005
Putnam Investments 1985 - 1997
Skills
HR Project Management, Solution Implementation, Website Development, Web Content, People Development, Team Leadership, Training, Project Management, Web Development, Business Analysis, Team Management, Investments, Process Improvement
Education
University of Massachusetts Boston 1991 — 1994
University of Massachusetts Boston 1990 — 1994
Robert Orleman Robert Orleman's Putnam Investments Experience May 2000 - November 2010
Job Technical Lead Online Data Delivery at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2013 - Present
TIAA-CREF July 2011 - February 2013
TIAA-CREF November 2010 - July 2011
Putnam Investments May 2000 - November 2010
Keane Inc January 1997 - May 2000
Harvey Industries April 1995 - January 1997
Skills
Data Warehousing, Business Intelligence, Software Project..., Requirements Analysis, Technical Leadership, Learner, OBIEE, Tableau, Informatica, SQL, Autosys, Unix Shell Scripting, COBOL, JCL, IBM Mainframe, Oracle, Teradata, DB2
Education
University of Georgia - Terry College of Business
BBA, Management Information Systems
TIAA-CREF February 2013 - Present
TIAA-CREF July 2011 - February 2013
TIAA-CREF November 2010 - July 2011
Putnam Investments May 2000 - November 2010
Keane Inc January 1997 - May 2000
Harvey Industries April 1995 - January 1997
Skills
Data Warehousing, Business Intelligence, Software Project..., Requirements Analysis, Technical Leadership, Learner, OBIEE, Tableau, Informatica, SQL, Autosys, Unix Shell Scripting, COBOL, JCL, IBM Mainframe, Oracle, Teradata, DB2
Education
University of Georgia - Terry College of Business
BBA, Management Information Systems
Comer Brooks Woodruff Jr. Comer Brooks Woodruff Jr.'s Putnam Investments Experience November 2009 - December 2011
Job Financial Sales Professional
Industry Financial Services
Experience
Atlanta, GA Financial AdvisorUBS Financial Services, Inc.February 2012 - February 2013
Putnam Investments November 2009 - December 2011
Putnam Investments January 2008 - October 2009
Skills
Mutual Funds
Education
University of Georgia - Terry College of Business
Bachelor's degree, Marketing
Atlanta, GA Financial AdvisorUBS Financial Services, Inc.February 2012 - February 2013
Putnam Investments November 2009 - December 2011
Putnam Investments January 2008 - October 2009
Skills
Mutual Funds
Education
University of Georgia - Terry College of Business
Bachelor's degree, Marketing
Andrea Blaszka's Putnam Investments Experience October 2011 - January 2013
Job HR Assistant at Putnam Investments
Industry Financial Services
Experience
Putnam Investments October 2011 - January 2013
Putnam Investments October 2007 - October 2011
Putnam Investments October 2006 - October 2007
Skills
Interview Preparation, New Hire Processes, Human Resources, PeopleSoft, Administrative..., Financial Services, College Recruiting, Team Management, Process Improvement, Performance Management, Non-profit Volunteer, Leadership, PowerPoint, Microsoft Office, Interviews, Lotus Notes, Management, Customer Service
Education
University of Massachusetts Dartmouth
Bachelor of Arts (B.A.), Sociology
Putnam Investments October 2011 - January 2013
Putnam Investments October 2007 - October 2011
Putnam Investments October 2006 - October 2007
Skills
Interview Preparation, New Hire Processes, Human Resources, PeopleSoft, Administrative..., Financial Services, College Recruiting, Team Management, Process Improvement, Performance Management, Non-profit Volunteer, Leadership, PowerPoint, Microsoft Office, Interviews, Lotus Notes, Management, Customer Service
Education
University of Massachusetts Dartmouth
Bachelor of Arts (B.A.), Sociology
Frank Jordan Roberts Jr Jody Frank Jordan Roberts Jr Jody's Putnam Investments Experience January 2000 - January 2002
Job Specialty Sales Professional at Sanofi
Industry Hospital & Health Care
Experience
Sanofi June 2013 - July 2013
inVentiv Health February 2012 - June 2013
First MRI Associates October 2011 - February 2012
UPS 2011 - 2012
athenahealth July 2010 - October 2011
athenahealth July 2010 - August 2011
Takeda Pharmaceuticals North America, Inc May 2005 - January 2010
American Red Cross May 2004 - May 2005
Bar Harbor Banking and Trust May 2002 - May 2004
Putnam Investments January 2000 - January 2002
Skills
Training, Endocrinology, Cardiology, Data Analysis, Nephrology, Clinical Research, Hospitals, Rheumatology, Sales, Sales Presentations, Sales Operations, Project Management, Type 2 Diabetes, Diabetes Management, Type 1 Diabetes, Diabetes Care, Diabetes, EMR, Teamwork, Dependable Team Player, Pharmaceutical Sales, Managed Care, Management, Urology, Cold Calling, Healthcare, Medical Devices, Customer Service, Selling, Psychiatry, Internal Medicine, Human Resources, Leadership, Sales Effectiveness, HIPAA, Gastroenterology, Selling Skills, Neurology, Pharmaceutical Industry, Hospital Sales, Pulmonology, Product Launch
Education
University of Maine 1991 — 1995
Bachelor of Arts, Psychology
John bapst memorial HS
Sanofi June 2013 - July 2013
inVentiv Health February 2012 - June 2013
First MRI Associates October 2011 - February 2012
UPS 2011 - 2012
athenahealth July 2010 - October 2011
athenahealth July 2010 - August 2011
Takeda Pharmaceuticals North America, Inc May 2005 - January 2010
American Red Cross May 2004 - May 2005
Bar Harbor Banking and Trust May 2002 - May 2004
Putnam Investments January 2000 - January 2002
Skills
Training, Endocrinology, Cardiology, Data Analysis, Nephrology, Clinical Research, Hospitals, Rheumatology, Sales, Sales Presentations, Sales Operations, Project Management, Type 2 Diabetes, Diabetes Management, Type 1 Diabetes, Diabetes Care, Diabetes, EMR, Teamwork, Dependable Team Player, Pharmaceutical Sales, Managed Care, Management, Urology, Cold Calling, Healthcare, Medical Devices, Customer Service, Selling, Psychiatry, Internal Medicine, Human Resources, Leadership, Sales Effectiveness, HIPAA, Gastroenterology, Selling Skills, Neurology, Pharmaceutical Industry, Hospital Sales, Pulmonology, Product Launch
Education
University of Maine 1991 — 1995
Bachelor of Arts, Psychology
John bapst memorial HS
Tresa Adair Tresa Adair's Putnam Investments Experience April 1995 - June 2001
Job Vice President Operations
Industry Management Consulting
Experience
Harbor Environmental Safety Engineering October 2013 - Present
Eli Lilly November 2011 - January 2013
Sallis Ranch Large Animal Rescue, Inc. February 2011 - December 2012
Harbor Environmental and Safety October 2009 - November 2011
McMaster Physical Therapy August 2005 - April 2008
BioLab, now a Chemtura Corporation 2002 - 2005
Putnam Investments April 1995 - June 2001
Skills
Marketing, Strategic Planning, Marketing Strategy, Business Strategy, Cross-functional Team..., Public Speaking, Process Improvement, Leadership Development, Business Analysis, Negotiation, Event Management, Training, Organizational..., Team Leadership, Program Management, Advertising, Project Management, Integrated Marketing, Customer Service, Direct Mail, Vendor Management, Marketing Communications, Management, Start-ups, Strategy, Business Planning, Team Building, Business Development
Education
University of Massachusetts Boston 1994 — 2000
BS, Finance
Harbor Environmental Safety Engineering October 2013 - Present
Eli Lilly November 2011 - January 2013
Sallis Ranch Large Animal Rescue, Inc. February 2011 - December 2012
Harbor Environmental and Safety October 2009 - November 2011
McMaster Physical Therapy August 2005 - April 2008
BioLab, now a Chemtura Corporation 2002 - 2005
Putnam Investments April 1995 - June 2001
Skills
Marketing, Strategic Planning, Marketing Strategy, Business Strategy, Cross-functional Team..., Public Speaking, Process Improvement, Leadership Development, Business Analysis, Negotiation, Event Management, Training, Organizational..., Team Leadership, Program Management, Advertising, Project Management, Integrated Marketing, Customer Service, Direct Mail, Vendor Management, Marketing Communications, Management, Start-ups, Strategy, Business Planning, Team Building, Business Development
Education
University of Massachusetts Boston 1994 — 2000
BS, Finance
Curt Siddall Curt Siddall's Putnam Investments Experience 1994 - 1999
Job IT Professional
Industry Information Technology and Services
Experience
IT Professional January 2015 - Present
WEX Inc. September 2012 - January 2015
DeLorme Publishing 2007 - 2012
Maine Dept. of Labor 2006 - 2007
Fidelity Investments 1999 - 2006
Putnam Investments 1994 - 1999
Skills
PL/SQL, SQL, T-SQL, Bash, Databases, SQL Tuning, Ksh, Csh, Oracle Application..., Sh, BI Publisher, Unix, Oracle E-Business Suite, Sybase, Shell Scripting, Oracle SQL, C, Oracle, Unix Shell Scripting, Perl, C++, Microsoft SQL Server, Linux, Solaris
Education
University of Massachusetts Boston 1989 — 1994
B.S., Computer Science and Mathematics, B.A. in Physics
Amherst Regional High
IT Professional January 2015 - Present
WEX Inc. September 2012 - January 2015
DeLorme Publishing 2007 - 2012
Maine Dept. of Labor 2006 - 2007
Fidelity Investments 1999 - 2006
Putnam Investments 1994 - 1999
Skills
PL/SQL, SQL, T-SQL, Bash, Databases, SQL Tuning, Ksh, Csh, Oracle Application..., Sh, BI Publisher, Unix, Oracle E-Business Suite, Sybase, Shell Scripting, Oracle SQL, C, Oracle, Unix Shell Scripting, Perl, C++, Microsoft SQL Server, Linux, Solaris
Education
University of Massachusetts Boston 1989 — 1994
B.S., Computer Science and Mathematics, B.A. in Physics
Amherst Regional High
Shavani Lahiri Shavani Lahiri's Putnam Investments Experience August 2001 - April 2004
Job Principal Database Administrator at at Oracle America Inc
Industry Information Technology and Services
Experience
Oracle America Inc August 2011 - Present
Visa January 2010 - August 2011
Smith Micro Software February 2008 - February 2011
Dresdner Kleinwort 2005 - 2007
Putnam Investments August 2001 - April 2004
Wipro Technologies 2000 - 2001
Skills
SQL, Oracle RAC, Data Guard, OCP, High Availability, Cloud Computing, Database Design, Data Modeling, Troubleshooting, Weblogic, Oracle Enterprise..., Shell Scripting, Oracle, Scalability, Databases, Performance Tuning, Enterprise Architecture, Unix, RMAN, Database Administration, Exadata, Data Architecture, Solaris, Unix Shell Scripting, SQL Tuning, Sybase Adaptive Server, Scripting, Architecture, Red Hat Linux, Data Warehousing, Microsoft SQL Server
Education
University of Madras 1987 — 1991
B.E, Electronics and Communications
Oracle America Inc August 2011 - Present
Visa January 2010 - August 2011
Smith Micro Software February 2008 - February 2011
Dresdner Kleinwort 2005 - 2007
Putnam Investments August 2001 - April 2004
Wipro Technologies 2000 - 2001
Skills
SQL, Oracle RAC, Data Guard, OCP, High Availability, Cloud Computing, Database Design, Data Modeling, Troubleshooting, Weblogic, Oracle Enterprise..., Shell Scripting, Oracle, Scalability, Databases, Performance Tuning, Enterprise Architecture, Unix, RMAN, Database Administration, Exadata, Data Architecture, Solaris, Unix Shell Scripting, SQL Tuning, Sybase Adaptive Server, Scripting, Architecture, Red Hat Linux, Data Warehousing, Microsoft SQL Server
Education
University of Madras 1987 — 1991
B.E, Electronics and Communications
Thomas Rowley Thomas Rowley's Putnam Investments Experience 1992 - 1996
Job Executive Director at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. 1996 - Present
Van Kampen Investments 1996 - 2010
Putnam Investments 1992 - 1996
Kemper Securities 1989 - 1992
Kemper Financial 1986 - 1989
Skills
401k, Mutual Funds, Alternative Investments, Series 7, Separately Managed..., Series 63, Retirement, Investments
Education
University of Illinois at Urbana-Champaign
Invesco Ltd. 1996 - Present
Van Kampen Investments 1996 - 2010
Putnam Investments 1992 - 1996
Kemper Securities 1989 - 1992
Kemper Financial 1986 - 1989
Skills
401k, Mutual Funds, Alternative Investments, Series 7, Separately Managed..., Series 63, Retirement, Investments
Education
University of Illinois at Urbana-Champaign
Steven Ciano's Putnam Investments Experience September 2007 - December 2007
Job Controller
Industry Food Production
Experience
Channel Fish Processing Co Inc September 2015 - Present
Philips July 2014 - Present
Philips July 2013 - Present
Channel Fish Processing Co. Inc. June 2012 - July 2013
Enterprise Rent-A-Car June 2008 - August 2010
Putnam Investments September 2007 - December 2007
Skills
Accounts Payable, Variance Analysis, SAP, Forecasting, Budgets, Accounts Receivable, Account Reconciliation, Analysis, Payroll, Financial Statements, Internal Controls, Management, Cost Accounting, Accounting
Education
University of Massachusetts Dartmouth 2011 — 2012
Certificate, Sustainability Management
University of Lowell Massachusetts, College of Management 2010 — 2011
Masters, Business Administration
Salem State University 2004 — 2008
Business Administration, Finanace, Economics
University of Massachusetts Boston
Channel Fish Processing Co Inc September 2015 - Present
Philips July 2014 - Present
Philips July 2013 - Present
Channel Fish Processing Co. Inc. June 2012 - July 2013
Enterprise Rent-A-Car June 2008 - August 2010
Putnam Investments September 2007 - December 2007
Skills
Accounts Payable, Variance Analysis, SAP, Forecasting, Budgets, Accounts Receivable, Account Reconciliation, Analysis, Payroll, Financial Statements, Internal Controls, Management, Cost Accounting, Accounting
Education
University of Massachusetts Dartmouth 2011 — 2012
Certificate, Sustainability Management
University of Lowell Massachusetts, College of Management 2010 — 2011
Masters, Business Administration
Salem State University 2004 — 2008
Business Administration, Finanace, Economics
University of Massachusetts Boston
Stephanie Fisher's Putnam Investments Experience February 2002 - January 2004
Job Director of Business Administration at Benchmark Senior Living
Industry Human Resources
Experience
Benchmark Senior Living March 2013 - Present
Needham Council on Aging March 2013 - July 2013
Career Collaborative January 2013 - March 2013
WinnCompanies November 2011 - January 2013
Little Hearts September 2011 - October 2011
The MENTOR Network October 2009 - September 2011
Air Products Healthcare January 2004 - August 2009
Putnam Investments February 2002 - January 2004
Asher Benjamin Studio September 2001 - January 2002
Wyeth-Ayerst June 2001 - August 2001
Skills
Employee Relations, Performance Management, Management Coaching, Onboarding, Talent Management, HRIS, Talent Acquisition, Human Resources, Benefits Administration, Personnel Management, Management, New Hire Orientations, Workforce Planning, Payroll, Employee Benefits, PeopleSoft, College Recruiting, Taleo, Employee Engagement, Interviews, Training, Organizational..., Leadership, System Administration, Policy, Applicant Tracking..., Hiring, FMLA, Leadership Development, Employee Training, Resume Writing, Labor Relations, Temporary Placement, Compensation & Benefit, Job Descriptions, Career Development, HR Consulting, HR Policies, Internet Recruiting, Conflict Resolution, Time Management, Employment Law, Coaching, Career Counseling, Employer Branding, Behavioral Interviewing, Job Analysis, Administration, Job Fairs, Organizational...
Education
Villanova University 1999 — 2001
MS, Human Resource Development
University of Massachusetts Dartmouth 1995 — 1999
BA, Psychology, Business minor
Melrose 1991 — 1995
Benchmark Senior Living March 2013 - Present
Needham Council on Aging March 2013 - July 2013
Career Collaborative January 2013 - March 2013
WinnCompanies November 2011 - January 2013
Little Hearts September 2011 - October 2011
The MENTOR Network October 2009 - September 2011
Air Products Healthcare January 2004 - August 2009
Putnam Investments February 2002 - January 2004
Asher Benjamin Studio September 2001 - January 2002
Wyeth-Ayerst June 2001 - August 2001
Skills
Employee Relations, Performance Management, Management Coaching, Onboarding, Talent Management, HRIS, Talent Acquisition, Human Resources, Benefits Administration, Personnel Management, Management, New Hire Orientations, Workforce Planning, Payroll, Employee Benefits, PeopleSoft, College Recruiting, Taleo, Employee Engagement, Interviews, Training, Organizational..., Leadership, System Administration, Policy, Applicant Tracking..., Hiring, FMLA, Leadership Development, Employee Training, Resume Writing, Labor Relations, Temporary Placement, Compensation & Benefit, Job Descriptions, Career Development, HR Consulting, HR Policies, Internet Recruiting, Conflict Resolution, Time Management, Employment Law, Coaching, Career Counseling, Employer Branding, Behavioral Interviewing, Job Analysis, Administration, Job Fairs, Organizational...
Education
Villanova University 1999 — 2001
MS, Human Resource Development
University of Massachusetts Dartmouth 1995 — 1999
BA, Psychology, Business minor
Melrose 1991 — 1995
Mark F. Binnion, CFA Mark F. Binnion, CFA's Putnam Investments Experience October 1997 - February 1999
Job Senior Client Relationship Manager Senior Vice President
Industry Financial Services
Experience
Franklin Templeton June 2000 - June 2014
Private Family Office February 1999 - June 2000
Putnam Investments October 1997 - February 1999
Delaware Investments January 1990 - December 1997
Skills
Fixed Income, Institutional, Client Service, Equities, Asset Management, Investments, Investment Advisory, Alternative Investments, Derivatives, Hedge Funds, Mutual Funds, Emerging Markets, Series 7, Series 63, Portfolio Management, Investment Strategies, Institutional..., Relationship Management, High Net Worth..., Institutional Sales, Commodity, Bonds, 401k, Asset Allocation, Investment Management, Client Services, Securities, Private Equity
Education
CFA Institute 1992 — 1995
CFA
University of Maryland College Park 1987 — 1990
BA, Economics
FINRA
Investments, Series 3, Series 6, Series 63 and Series 7
Franklin Templeton June 2000 - June 2014
Private Family Office February 1999 - June 2000
Putnam Investments October 1997 - February 1999
Delaware Investments January 1990 - December 1997
Skills
Fixed Income, Institutional, Client Service, Equities, Asset Management, Investments, Investment Advisory, Alternative Investments, Derivatives, Hedge Funds, Mutual Funds, Emerging Markets, Series 7, Series 63, Portfolio Management, Investment Strategies, Institutional..., Relationship Management, High Net Worth..., Institutional Sales, Commodity, Bonds, 401k, Asset Allocation, Investment Management, Client Services, Securities, Private Equity
Education
CFA Institute 1992 — 1995
CFA
University of Maryland College Park 1987 — 1990
BA, Economics
FINRA
Investments, Series 3, Series 6, Series 63 and Series 7
Michael Bench Michael Bench's Putnam Investments Experience January 2004 - December 2004
Job Officer Performance and Analytics Manager at State Street
Industry Financial Services
Experience
State Street October 2012 - Present
State Street Global Services August 2011 - October 2012
State Street December 2010 - August 2011
BlackRock March 2009 - September 2010
BlackRock January 2008 - March 2009
BlackRock November 2006 - January 2008
Investors Bank & Trust December 2004 - November 2006
Putnam Investments January 2004 - December 2004
Skills
Fixed Income, Portfolio Management, Equities, Mutual Funds, Securities, Bloomberg, Corporate Actions, Finance, Financial Services, Analysis, Trading, Middle Office, Investments
Education
University of Hartford 1998 — 2003
BS, Marketing
State Street October 2012 - Present
State Street Global Services August 2011 - October 2012
State Street December 2010 - August 2011
BlackRock March 2009 - September 2010
BlackRock January 2008 - March 2009
BlackRock November 2006 - January 2008
Investors Bank & Trust December 2004 - November 2006
Putnam Investments January 2004 - December 2004
Skills
Fixed Income, Portfolio Management, Equities, Mutual Funds, Securities, Bloomberg, Corporate Actions, Finance, Financial Services, Analysis, Trading, Middle Office, Investments
Education
University of Hartford 1998 — 2003
BS, Marketing
Kathleen Griffin's Putnam Investments Experience April 2004 - December 2008
Job Chief Compliance Officer at US Securities and Exchange Commission
Industry Investment Management
Experience
US Securities and Exchange Commission March 2010 - Present
Putnam Investments April 2004 - December 2008
AMVESCAP, PLC/Atlantic Trust Company, N.A. January 2001 - January 2003
STATE STREET CORPORATION January 1994 - January 2001
SHAWMUT NATIONAL CORPORATION January 1988 - January 1994
ONE FEDERAL ASSET MANAGEMENT, INC January 1988 - January 1992
Skills
Strategy, Trading, Policy, Risk Management, Leadership, Training, Program Management, Securities, Asset Management, Mutual Funds, Series 7, FINRA, Project Management, Internal Audit, Executive Management, Management, Corporate Governance, Investments, Regulations, Finance, Process Improvement, Financial Services, Internal Controls, Investment Management, Testing, Corporate Law, AML, Enterprise Risk..., Asset Managment, Insurance, Alternative Investments
Education
University of Massachusetts Boston 1970 — 1974
Bachelor of Arts, sociology
US Securities and Exchange Commission March 2010 - Present
Putnam Investments April 2004 - December 2008
AMVESCAP, PLC/Atlantic Trust Company, N.A. January 2001 - January 2003
STATE STREET CORPORATION January 1994 - January 2001
SHAWMUT NATIONAL CORPORATION January 1988 - January 1994
ONE FEDERAL ASSET MANAGEMENT, INC January 1988 - January 1992
Skills
Strategy, Trading, Policy, Risk Management, Leadership, Training, Program Management, Securities, Asset Management, Mutual Funds, Series 7, FINRA, Project Management, Internal Audit, Executive Management, Management, Corporate Governance, Investments, Regulations, Finance, Process Improvement, Financial Services, Internal Controls, Investment Management, Testing, Corporate Law, AML, Enterprise Risk..., Asset Managment, Insurance, Alternative Investments
Education
University of Massachusetts Boston 1970 — 1974
Bachelor of Arts, sociology
Nagesh Sarangapani's Putnam Investments Experience 1997 - 2002
Job Lead Software engineer at wellington Management
Industry Financial Services
Experience
Wellington Management April 2004 - Present
Putnam Investments 1997 - 2002
Skills
Agile Methodologies, Market Data, SDLC, UML, Oracle, Software Project..., SOA, Enterprise Architecture, Unix, Spring, Data Modeling, Unix Shell Scripting, Data Warehousing, Java Enterprise Edition, PL/SQL
Education
University of Madras
Wellington Management April 2004 - Present
Putnam Investments 1997 - 2002
Skills
Agile Methodologies, Market Data, SDLC, UML, Oracle, Software Project..., SOA, Enterprise Architecture, Unix, Spring, Data Modeling, Unix Shell Scripting, Data Warehousing, Java Enterprise Edition, PL/SQL
Education
University of Madras
Andy Ziergiebel's Putnam Investments Experience April 2010 - May 2013
Job Consultant | Retirement Services at Marsh & McLennan Agency New England known locally as Bostonian Group
Industry Financial Services
Experience
Marsh & McLennan Agency - New England known locally as Bostonian Group November 2014 - Present
DailyAccess Corporation May 2013 - November 2014
Putnam Investments April 2010 - May 2013
The Hartford 2008 - April 2010
MFS Investment Management 2004 - 2008
Skills
FINRA Series 6, Series 63, IRA's, 401k, Retirement, FINRA, ERISA, Plan Design, Mutual Funds, Investment Products, Client Service, Brokers, Defined Benefit, Deferred Compensation, Investment Advisory, Pensions, Wealth Management, Retirement Planning, Employee Benefits, Financial Services, Financial Analysis, Defined Contribution, Benefits Administration, Series 6, Fixed Annuities, Asset Allocation, Investments, Alternative Investments, Securities, Relationship Management
Education
University of Massachusetts Dartmouth 2000 — 2004
BS, Marketing
Gloucester High School 1996 — 2000
Marsh & McLennan Agency - New England known locally as Bostonian Group November 2014 - Present
DailyAccess Corporation May 2013 - November 2014
Putnam Investments April 2010 - May 2013
The Hartford 2008 - April 2010
MFS Investment Management 2004 - 2008
Skills
FINRA Series 6, Series 63, IRA's, 401k, Retirement, FINRA, ERISA, Plan Design, Mutual Funds, Investment Products, Client Service, Brokers, Defined Benefit, Deferred Compensation, Investment Advisory, Pensions, Wealth Management, Retirement Planning, Employee Benefits, Financial Services, Financial Analysis, Defined Contribution, Benefits Administration, Series 6, Fixed Annuities, Asset Allocation, Investments, Alternative Investments, Securities, Relationship Management
Education
University of Massachusetts Dartmouth 2000 — 2004
BS, Marketing
Gloucester High School 1996 — 2000
Tim Hartmann's Putnam Investments Experience 1990 - 1996
Job Senior Project Manager Contract at John Hancock Financial Services
Industry Computer Hardware
Experience
John Hancock Financial Services March 2015 - Present
Wu Dao Kung Fu and Tai Chi June 2007 - Present
John Hancock Financial Services March 2009 - March 2011
John Hancock Financial September 2007 - March 2009
John Hancock Financial Services August 2005 - September 2007
Towerstream August 2004 - August 2005
Zipglobal 2003 - 2004
Navisite 2000 - 2002
Franklin Templeton Investments 1996 - 2000
Putnam Investments 1990 - 1996
Skills
Management, Program Management, Team Management, Situational Leadership, Project Portfolio..., SDLC, Vendor Management, Disaster Recovery, Requirements Gathering, Business Analysis, Enterprise Architecture, Business Process..., IT Strategy, Business Requirements, Financial Services, Process Improvement, AML, Integration, Visio, IT Management, IT Infrastructure...
Education
University of Massachusetts Boston
John Hancock Financial Services March 2015 - Present
Wu Dao Kung Fu and Tai Chi June 2007 - Present
John Hancock Financial Services March 2009 - March 2011
John Hancock Financial September 2007 - March 2009
John Hancock Financial Services August 2005 - September 2007
Towerstream August 2004 - August 2005
Zipglobal 2003 - 2004
Navisite 2000 - 2002
Franklin Templeton Investments 1996 - 2000
Putnam Investments 1990 - 1996
Skills
Management, Program Management, Team Management, Situational Leadership, Project Portfolio..., SDLC, Vendor Management, Disaster Recovery, Requirements Gathering, Business Analysis, Enterprise Architecture, Business Process..., IT Strategy, Business Requirements, Financial Services, Process Improvement, AML, Integration, Visio, IT Management, IT Infrastructure...
Education
University of Massachusetts Boston
Christina Harakal's Putnam Investments Experience January 2009 - Present
Job Communications Project Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2009 - Present
Putnam Investments November 1999 - January 2009
Skills
Social Media, Series 7, Leadership, Lotus Notes, Mutual Funds, PowerPoint, Creative Direction, Relationship Management, Internal Communications, Financial Services
Education
University of Mary Washington 1994 — 1998
Putnam Investments January 2009 - Present
Putnam Investments November 1999 - January 2009
Skills
Social Media, Series 7, Leadership, Lotus Notes, Mutual Funds, PowerPoint, Creative Direction, Relationship Management, Internal Communications, Financial Services
Education
University of Mary Washington 1994 — 1998
Tracy A MacLeod's Putnam Investments Experience 1995 - 1997
Job Technology Operations Specialist at Town of Franklin/Franklin Public Schools
Industry Information Technology and Services
Experience
Town of Franklin/Franklin Public Schools 2000 - Present
Villari's International 1995 - 2003
Putnam Investments 1995 - 1997
Skills
Customer Service, Customer Relations, Program Management, Problem Solving, Analysis, Public Speaking, Team Building, Management Consulting, Leadership, Process Scheduler, Strategic Planning, Change Management, Process Improvement, Strategy, Coaching, Business Analysis, Organizational..., Product Management, Vendor Management, Management, Operations Management, Training, Sales, Account Management, Team Leadership, Project Management
Education
University of Hartford 1980 — 1984
BFA, Fine Art/Art Education
Plainedge
Town of Franklin/Franklin Public Schools 2000 - Present
Villari's International 1995 - 2003
Putnam Investments 1995 - 1997
Skills
Customer Service, Customer Relations, Program Management, Problem Solving, Analysis, Public Speaking, Team Building, Management Consulting, Leadership, Process Scheduler, Strategic Planning, Change Management, Process Improvement, Strategy, Coaching, Business Analysis, Organizational..., Product Management, Vendor Management, Management, Operations Management, Training, Sales, Account Management, Team Leadership, Project Management
Education
University of Hartford 1980 — 1984
BFA, Fine Art/Art Education
Plainedge
Alan Wensink's Putnam Investments Experience August 2010 - Present
Job Project Manager
Industry Financial Services
Experience
Putnam Investments August 2010 - Present
The Hartford April 2006 - August 2009
MFS Investment Management October 2005 - April 2006
MFS Investment Management September 2004 - October 2005
Skills
Retirement, Mutual Funds, Investments, Series 7, Series 63, Financial Services, Securities, Retirement Planning, Asset Allocation, Pensions, 401k, Wealth Management, Series 6, Financial Analysis, Employee Benefits, Alternative Investments
Education
University of Maine 2000 — 2004
BS, Finance, Economics
Putnam Investments August 2010 - Present
The Hartford April 2006 - August 2009
MFS Investment Management October 2005 - April 2006
MFS Investment Management September 2004 - October 2005
Skills
Retirement, Mutual Funds, Investments, Series 7, Series 63, Financial Services, Securities, Retirement Planning, Asset Allocation, Pensions, 401k, Wealth Management, Series 6, Financial Analysis, Employee Benefits, Alternative Investments
Education
University of Maine 2000 — 2004
BS, Finance, Economics
Michele Whalen's Putnam Investments Experience 1986 - 1996
Job Wealth Risk Manager at TD Bank, N.A.
Industry Financial Services
Experience
TD Bank February 2009 - Present
John Hancock Financial Services, Inc. 1996 - 2008
Putnam Investments 1986 - 1996
Skills
AML, Risk Management, Internal Controls, Due Diligence, Securities, Mutual Funds, Banking, Leadership, Business Process..., Financial Risk
Education
University of Massachusetts Boston 1978 — 1982
TD Bank February 2009 - Present
John Hancock Financial Services, Inc. 1996 - 2008
Putnam Investments 1986 - 1996
Skills
AML, Risk Management, Internal Controls, Due Diligence, Securities, Mutual Funds, Banking, Leadership, Business Process..., Financial Risk
Education
University of Massachusetts Boston 1978 — 1982
Dennis Healy's Putnam Investments Experience April 1991 - September 1992
Job Principal Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Fidelity Investments April 2009 - July 2011
Numeric Investors, LLC September 2007 - November 2008
Numeric Investors May 1997 - September 2007
The Macgregor Group September 1992 - May 1997
Putnam Investments April 1991 - September 1992
CRIMSON TRAVELS PVT. LTD. March 1989 - April 1991
Teledyne Philbrick May 1986 - March 1989
Skills
Unix, Perl, Software Development, Databases, Java, Testing, JavaScript, C++, MySQL, Sybase, Electronic Trading, Disaster Recovery, Requirements Gathering, C
Education
University of Massachusetts Boston 1983 — 1989
BS, Applied Mathematics
Fidelity Investments June 2011 - Present
Fidelity Investments April 2009 - July 2011
Numeric Investors, LLC September 2007 - November 2008
Numeric Investors May 1997 - September 2007
The Macgregor Group September 1992 - May 1997
Putnam Investments April 1991 - September 1992
CRIMSON TRAVELS PVT. LTD. March 1989 - April 1991
Teledyne Philbrick May 1986 - March 1989
Skills
Unix, Perl, Software Development, Databases, Java, Testing, JavaScript, C++, MySQL, Sybase, Electronic Trading, Disaster Recovery, Requirements Gathering, C
Education
University of Massachusetts Boston 1983 — 1989
BS, Applied Mathematics
Gene Mainen's Putnam Investments Experience February 1998 - September 2001
Job Experienced Risk Managerment Consultant
Industry Information Technology and Services
Experience
Marketing Unlimited May 2012 - Present
Complaince/Risk Manager BNP Paribas Inv. Partners October 2003 - 2011
FundQuest October 2003 - April 2009
PFPC Call center October 2001 - September 2003
Putnam Investments February 1998 - September 2001
Skills
Risk Management, Financial Services, Mutual Funds, Asset Managment, Software Documentation, Internal Controls, IT Audit, Auditing, Internal Audit, Finance, Change Management, Asset Management, Process Improvement, Disaster Recovery, Financial Risk, Analysis, Business Analysis, Portfolio Management, Quality Assurance, Financial Modeling, Investments, Financial Analysis, Strategic Financial..., Equities, Due Diligence, Hedge Funds, Trading, Fixed Income, Asset Allocation, Securities, Alternative Investments, Bloomberg, Investment Management, Capital Markets, Valuation, Series 7, Derivatives, Relationship Management
Education
University of Iowa 1962 — 1968
Doctor of Philosophy (PhD), Polymer Chemistry
University of MD 1958 — 1962
Bachelor of Science (BS), Physical Sciences, 3.4/4.0
Marketing Unlimited May 2012 - Present
Complaince/Risk Manager BNP Paribas Inv. Partners October 2003 - 2011
FundQuest October 2003 - April 2009
PFPC Call center October 2001 - September 2003
Putnam Investments February 1998 - September 2001
Skills
Risk Management, Financial Services, Mutual Funds, Asset Managment, Software Documentation, Internal Controls, IT Audit, Auditing, Internal Audit, Finance, Change Management, Asset Management, Process Improvement, Disaster Recovery, Financial Risk, Analysis, Business Analysis, Portfolio Management, Quality Assurance, Financial Modeling, Investments, Financial Analysis, Strategic Financial..., Equities, Due Diligence, Hedge Funds, Trading, Fixed Income, Asset Allocation, Securities, Alternative Investments, Bloomberg, Investment Management, Capital Markets, Valuation, Series 7, Derivatives, Relationship Management
Education
University of Iowa 1962 — 1968
Doctor of Philosophy (PhD), Polymer Chemistry
University of MD 1958 — 1962
Bachelor of Science (BS), Physical Sciences, 3.4/4.0
J. Kenneth O'Connell PMP's Putnam Investments Experience July 2004 - December 2004
Job Project Management Consultant
Industry Information Technology and Services
Experience
Brown Brothers Harriman October 2013 - December 2013
PC Connection April 2012 - October 2012
Fidelity Investments October 2011 - December 2011
Bain Capital February 2011 - September 2011
State Street December 2008 - June 2010
State Street January 2008 - October 2008
Fidelity Investments August 2007 - December 2007
Fidelity Investments May 2006 - July 2007
State Street January 2005 - April 2006
Putnam Investments July 2004 - December 2004
Skills
Vendor Management, Process Improvement, Financial Services, PMP, Project Management, Corporate Actions, Marketing, Defined Benefit, Defined Contribution, SDLC, Agile Methodologies, Software Project..., Cross Functional Team..., Mutual Funds, 401k, E-commerce, Business Analysis, Integration, Software Development, Data Warehousing, Business Process..., Requirements Gathering, Management, Networking, Leadership, Business Requirements, PMO, SharePoint, Software Documentation, Testing, Project Portfolio..., Project Planning, Requirements Analysis, Disaster Recovery, Relational Databases, Business Intelligence, Consulting, IT Strategy, Business Process, Visio, Agile Project Management, IT Management, Systems Analysis, Program Management, Resource Management, Information Technology, Enterprise Architecture, User Acceptance Testing, Cross-functional Team...
Education
University of Massachusetts Boston
BA, Math
Brown Brothers Harriman October 2013 - December 2013
PC Connection April 2012 - October 2012
Fidelity Investments October 2011 - December 2011
Bain Capital February 2011 - September 2011
State Street December 2008 - June 2010
State Street January 2008 - October 2008
Fidelity Investments August 2007 - December 2007
Fidelity Investments May 2006 - July 2007
State Street January 2005 - April 2006
Putnam Investments July 2004 - December 2004
Skills
Vendor Management, Process Improvement, Financial Services, PMP, Project Management, Corporate Actions, Marketing, Defined Benefit, Defined Contribution, SDLC, Agile Methodologies, Software Project..., Cross Functional Team..., Mutual Funds, 401k, E-commerce, Business Analysis, Integration, Software Development, Data Warehousing, Business Process..., Requirements Gathering, Management, Networking, Leadership, Business Requirements, PMO, SharePoint, Software Documentation, Testing, Project Portfolio..., Project Planning, Requirements Analysis, Disaster Recovery, Relational Databases, Business Intelligence, Consulting, IT Strategy, Business Process, Visio, Agile Project Management, IT Management, Systems Analysis, Program Management, Resource Management, Information Technology, Enterprise Architecture, User Acceptance Testing, Cross-functional Team...
Education
University of Massachusetts Boston
BA, Math
Eric Winterhalter's Putnam Investments Experience 1993 - 2003
Job Lateef Investment Management
Industry Financial Services
Experience
Lateef Investment Management February 2014 - Present
Tensile Capital Management/Blum Capital July 2011 - January 2014
Crosslink Capital 2009 - 2011
Fuller & Thaler Asset Management 2006 - 2009
Pyramis Global Advisors 2003 - 2006
Putnam Investments 1993 - 2003
Education
University of Maine
Bachelor of Science (B.S.), Finance
Lateef Investment Management February 2014 - Present
Tensile Capital Management/Blum Capital July 2011 - January 2014
Crosslink Capital 2009 - 2011
Fuller & Thaler Asset Management 2006 - 2009
Pyramis Global Advisors 2003 - 2006
Putnam Investments 1993 - 2003
Education
University of Maine
Bachelor of Science (B.S.), Finance
David Aliski's Putnam Investments Experience May 2010 - May 2013
Job Customer Engineer at Vestmark
Industry Financial Services
Experience
Vestmark May 2013 - Present
Putnam Investments May 2010 - May 2013
Putnam Investments October 2006 - May 2010
Thomson Reuters 2004 - 2006
Skills
Financial Services, Business Analysis, Competitive Analysis, Portfolio Management, SDLC, Financial Markets, Financial Analysis, Market Data, Equities, Analysis, Vendor Management, Management, Software Documentation, Fixed Income, Requirements Gathering, Risk Management
Education
University of Hartford 1996 — 2000
Vestmark May 2013 - Present
Putnam Investments May 2010 - May 2013
Putnam Investments October 2006 - May 2010
Thomson Reuters 2004 - 2006
Skills
Financial Services, Business Analysis, Competitive Analysis, Portfolio Management, SDLC, Financial Markets, Financial Analysis, Market Data, Equities, Analysis, Vendor Management, Management, Software Documentation, Fixed Income, Requirements Gathering, Risk Management
Education
University of Hartford 1996 — 2000
Al Marrone's Putnam Investments Experience April 1997 - February 2009
Job Owner & President at AJM Consulting Services
Industry Facilities Services
Experience
AJM Consulting Services February 2009 - Present
Putnam Investments April 1997 - February 2009
Education
University of Massachusetts Boston
AJM Consulting Services February 2009 - Present
Putnam Investments April 1997 - February 2009
Education
University of Massachusetts Boston
Laura Nardone's Putnam Investments Experience 2000 - 2006
Job Vice President, Regional Consultant at Prudential Financial
Industry Financial Services
Experience
Prudential Financial June 2013 - Present
Goldman Sachs Asset Management December 2009 - June 2013
RiverSource Asset Management 2006 - December 2009
Putnam Investments 2000 - 2006
Fidelity Investments 1993 - 1998
Education
University of Massachusetts Boston
Prudential Financial June 2013 - Present
Goldman Sachs Asset Management December 2009 - June 2013
RiverSource Asset Management 2006 - December 2009
Putnam Investments 2000 - 2006
Fidelity Investments 1993 - 1998
Education
University of Massachusetts Boston
Nichola Clay's Putnam Investments Experience March 1995 - October 1997
Job Business Analyst
Industry Telecommunications
Experience
Sprint June 2003 - Present
Sprint Nextel March 2007 - May 2008
Sprint March 2006 - March 2007
Sprint June 2005 - March 2006
Sprint June 2003 - June 2005
General Electric July 2002 - June 2003
Asurant Technologies, Inc. May 2000 - July 2002
Scudder Investments October 1997 - January 2000
Putnam Investments March 1995 - October 1997
Putnam Investments August 1994 - March 1996
Education
University of Massachusetts Boston 1989 — 1993
Sprint June 2003 - Present
Sprint Nextel March 2007 - May 2008
Sprint March 2006 - March 2007
Sprint June 2005 - March 2006
Sprint June 2003 - June 2005
General Electric July 2002 - June 2003
Asurant Technologies, Inc. May 2000 - July 2002
Scudder Investments October 1997 - January 2000
Putnam Investments March 1995 - October 1997
Putnam Investments August 1994 - March 1996
Education
University of Massachusetts Boston 1989 — 1993
Ira Krolick's Putnam Investments Experience September 1997 - February 1999
Job Senior Vice President Business Development at Financial Recovery Technologies
Industry Investment Management
Experience
Financial Recovery Technologies October 2014 - Present
J.P. Morgan March 2011 - August 2014
JP Morgan February 2009 - March 2010
Deutsche Asset Management March 2007 - August 2009
Deutsche Asset Management July 2006 - March 2007
Independent Consultant May 2005 - July 2006
MFS Investment Management February 1999 - December 2004
Putnam Investments September 1997 - February 1999
SBC WARBURG DILLON READ, INC June 1997 - September 1997
MORGAN STANLEY ASSET MANAGEMENT INC June 1990 - June 1997
Skills
Portfolio Management, Asset Management, Investments, Asset Managment, Equities, Hedge Funds, Banking, Financial Services, Fixed Income, Securities, Mutual Funds, Product Management, Alternative Investments, CRM, Mergers & Acquisitions
Education
University of Hartford 1982 — 1985
Bachelor of Science in Business Administration, International Finance & Economics
Financial Recovery Technologies October 2014 - Present
J.P. Morgan March 2011 - August 2014
JP Morgan February 2009 - March 2010
Deutsche Asset Management March 2007 - August 2009
Deutsche Asset Management July 2006 - March 2007
Independent Consultant May 2005 - July 2006
MFS Investment Management February 1999 - December 2004
Putnam Investments September 1997 - February 1999
SBC WARBURG DILLON READ, INC June 1997 - September 1997
MORGAN STANLEY ASSET MANAGEMENT INC June 1990 - June 1997
Skills
Portfolio Management, Asset Management, Investments, Asset Managment, Equities, Hedge Funds, Banking, Financial Services, Fixed Income, Securities, Mutual Funds, Product Management, Alternative Investments, CRM, Mergers & Acquisitions
Education
University of Hartford 1982 — 1985
Bachelor of Science in Business Administration, International Finance & Economics
Bill Bellew's Putnam Investments Experience February 2002 - March 2005
Job Partner, Operations Solutions Leader at Mercer
Industry Health, Wellness and Fitness
Experience
Mercer August 2014 - Present
Mercer Health & Benefits December 2012 - August 2014
Mercer Outsourcing December 2010 - November 2012
Mercer Outsourcing April 2007 - December 2010
Mercer HR Services April 2005 - March 2007
Putnam Investments February 2002 - March 2005
Skills
Employee Benefits, 401k, Benefits Administration, Vendor Management, Pensions, Retirement, Outsourcing, Process Improvement, CRM, BPO, Performance Management, Financial Services, Leadership, Relationship Management, Change Management
Education
University of Massachusetts Boston 1991 — 1994
Business, Marketing
Mercer August 2014 - Present
Mercer Health & Benefits December 2012 - August 2014
Mercer Outsourcing December 2010 - November 2012
Mercer Outsourcing April 2007 - December 2010
Mercer HR Services April 2005 - March 2007
Putnam Investments February 2002 - March 2005
Skills
Employee Benefits, 401k, Benefits Administration, Vendor Management, Pensions, Retirement, Outsourcing, Process Improvement, CRM, BPO, Performance Management, Financial Services, Leadership, Relationship Management, Change Management
Education
University of Massachusetts Boston 1991 — 1994
Business, Marketing
Bob Parise's Putnam Investments Experience December 1993 - January 2002
Job Leader of Trust Services and Vendor Management at Mercer
Industry Outsourcing/Offshoring
Experience
Mercer January 2015 - Present
Mercer June 2012 - December 2014
Mercer Outsourcing February 2002 - May 2012
Putnam Investments December 1993 - January 2002
Skills
Retirement, Deferred Compensation, Outsourcing, Financial Services, Pensions, Defined Benefit, Defined Contribution, 401k, Leadership, Executive Pay, Process Improvement, Vendor Management
Education
University of Massachusetts Boston
Mercer January 2015 - Present
Mercer June 2012 - December 2014
Mercer Outsourcing February 2002 - May 2012
Putnam Investments December 1993 - January 2002
Skills
Retirement, Deferred Compensation, Outsourcing, Financial Services, Pensions, Defined Benefit, Defined Contribution, 401k, Leadership, Executive Pay, Process Improvement, Vendor Management
Education
University of Massachusetts Boston
Hank Kuczynski's Putnam Investments Experience May 1997 - July 1997
Job Enterprise Engineer at Compuware
Industry Information Technology and Services
Experience
Acadian Asset Management January 2015 - Present
Compuware May 2012 - January 2015
Eagle Investment Systems February 2012 - May 2012
Harvard Vanguard Medical Associates November 2011 - February 2012
General Dynamics Information Technology July 2011 - November 2011
Arrowstreet Capital August 2008 - July 2011
GMO August 2007 - August 2008
SRJ Technologies May 2005 - August 2007
Fidelity Investments October 1994 - May 2005
Putnam Investments May 1997 - July 1997
Skills
Active Directory, VMware, Windows Server, Servers, Disaster Recovery, Microsoft Exchange, VMware ESX, Cisco Technologies, Network Administration, Troubleshooting, XP, VPN, Group Policy, Firewalls, Vendor Management, System Administration, Microsoft SQL Server, SAN, Technical Support, HP, Hardware, Software Documentation, Enterprise Software, IT Operations, Networking, Virtualization, Security
Education
University of Massachusetts Boston 1985 — 1988
Arlington Catholic High School 1981 — 1985
Diploma
Acadian Asset Management January 2015 - Present
Compuware May 2012 - January 2015
Eagle Investment Systems February 2012 - May 2012
Harvard Vanguard Medical Associates November 2011 - February 2012
General Dynamics Information Technology July 2011 - November 2011
Arrowstreet Capital August 2008 - July 2011
GMO August 2007 - August 2008
SRJ Technologies May 2005 - August 2007
Fidelity Investments October 1994 - May 2005
Putnam Investments May 1997 - July 1997
Skills
Active Directory, VMware, Windows Server, Servers, Disaster Recovery, Microsoft Exchange, VMware ESX, Cisco Technologies, Network Administration, Troubleshooting, XP, VPN, Group Policy, Firewalls, Vendor Management, System Administration, Microsoft SQL Server, SAN, Technical Support, HP, Hardware, Software Documentation, Enterprise Software, IT Operations, Networking, Virtualization, Security
Education
University of Massachusetts Boston 1985 — 1988
Arlington Catholic High School 1981 — 1985
Diploma
Raja Krishnamoorthy's Putnam Investments Experience February 1997 - October 1997
Job Project Manager at Accenture
Industry Information Technology and Services
Experience
Accenture September 2014 - Present
Accenture December 2010 - August 2014
Accenture September 2006 - November 2010
Bristol-Myers Squibb October 1998 - September 2006
The Boston Group October 1997 - April 2005
Thompson Global Market October 1997 - October 1998
Putnam Investments February 1997 - October 1997
Wipro Technologies January 1997 - October 1997
Institute for Plasma Research (Dept of Atomic Energy) August 1994 - January 1997
Skills
Program Management, Integration, CRM, IT Strategy, Project Management, Process Improvement, Software Development, Outsourcing, Oracle, SDLC, Business Intelligence, Business Analysis, Strategy, Software Project..., Requirements Analysis, Java, PMP, Vendor Management, Change Management, Business Process..., Management Consulting, Enterprise Architecture, ERP, Cross-functional Team..., Databases, Project Portfolio..., Business Process, Business Transformation, Solution Architecture, Requirements Gathering, Business Process Design, Consulting, Project Delivery, IT Management, PMO, ITIL, Resource Management, Data Warehousing, Global Delivery, Agile Project Management, Agile Methodologies, IT Service Management, Master Data Management, SharePoint, Governance, Offshoring, Management, Service Delivery
Education
University of Madras 1990 — 1994
BE, Electronics and Communications
Accenture September 2014 - Present
Accenture December 2010 - August 2014
Accenture September 2006 - November 2010
Bristol-Myers Squibb October 1998 - September 2006
The Boston Group October 1997 - April 2005
Thompson Global Market October 1997 - October 1998
Putnam Investments February 1997 - October 1997
Wipro Technologies January 1997 - October 1997
Institute for Plasma Research (Dept of Atomic Energy) August 1994 - January 1997
Skills
Program Management, Integration, CRM, IT Strategy, Project Management, Process Improvement, Software Development, Outsourcing, Oracle, SDLC, Business Intelligence, Business Analysis, Strategy, Software Project..., Requirements Analysis, Java, PMP, Vendor Management, Change Management, Business Process..., Management Consulting, Enterprise Architecture, ERP, Cross-functional Team..., Databases, Project Portfolio..., Business Process, Business Transformation, Solution Architecture, Requirements Gathering, Business Process Design, Consulting, Project Delivery, IT Management, PMO, ITIL, Resource Management, Data Warehousing, Global Delivery, Agile Project Management, Agile Methodologies, IT Service Management, Master Data Management, SharePoint, Governance, Offshoring, Management, Service Delivery
Education
University of Madras 1990 — 1994
BE, Electronics and Communications
Sara Knowles's Putnam Investments Experience May 1991 - September 1996
Job Director, Total Rewards and People Service Delivery at IDEXX Laboratories
Industry Insurance
Experience
IDEXX Laboratories March 2015 - Present
IDEXX Laboratories June 2014 - Present
Unum March 2012 - June 2014
Fairchild Semiconductor October 1996 - March 2012
Putnam Investments May 1991 - September 1996
Skills
Employee Benefits, Human Resources, Succession Planning, Performance Management, Talent Management, Deferred Compensation, Employee Relations, Onboarding, Benefits Administration, Talent Acquisition, HRIS, Organizational...
Education
University of Maine 1987 — 1991
Bachelor of Science (BS), Public Administration
IDEXX Laboratories March 2015 - Present
IDEXX Laboratories June 2014 - Present
Unum March 2012 - June 2014
Fairchild Semiconductor October 1996 - March 2012
Putnam Investments May 1991 - September 1996
Skills
Employee Benefits, Human Resources, Succession Planning, Performance Management, Talent Management, Deferred Compensation, Employee Relations, Onboarding, Benefits Administration, Talent Acquisition, HRIS, Organizational...
Education
University of Maine 1987 — 1991
Bachelor of Science (BS), Public Administration
David Greenlaw's Putnam Investments Experience September 1990 - October 2005
Job Bookkeeper at RhodeOne Technology Solutions
Industry Apparel & Fashion
Experience
Galvin Development January 2010 - Present
Virtual Bus/Bookkeeping Services September 2009 - Present
RhodeOne Technology Solutions September 2009 - June 2015
Green Friendly Golf April 2007 - September 2009
Putnam Investments September 1990 - October 2005
Mercer 2000 - 2005
Education
University of Massachusetts Boston 1986 — 1990
Wentworth Institute of Technology 1984 — 1986
ASCH, Computer Hardware Technology
Galvin Development January 2010 - Present
Virtual Bus/Bookkeeping Services September 2009 - Present
RhodeOne Technology Solutions September 2009 - June 2015
Green Friendly Golf April 2007 - September 2009
Putnam Investments September 1990 - October 2005
Mercer 2000 - 2005
Education
University of Massachusetts Boston 1986 — 1990
Wentworth Institute of Technology 1984 — 1986
ASCH, Computer Hardware Technology
Tony Hunter's Putnam Investments Experience 1996 - 2001
Job Regional Vice President at Prudential Financial
Industry Financial Services
Experience
Prudential Financial June 2006 - Present
Army National Guard 2004 - January 2010
Allstate Financial June 2001 - June 2006
Putnam Investments 1996 - 2001
Skills
Mutual Funds, Series 63, Investments, Series 7, Retirement Planning, Wealth Management, Asset Allocation, Financial Services, Securities, Retirement
Education
University of Illinois at Urbana-Champaign 1991 — 1995
BS, Psychology
Prudential Financial June 2006 - Present
Army National Guard 2004 - January 2010
Allstate Financial June 2001 - June 2006
Putnam Investments 1996 - 2001
Skills
Mutual Funds, Series 63, Investments, Series 7, Retirement Planning, Wealth Management, Asset Allocation, Financial Services, Securities, Retirement
Education
University of Illinois at Urbana-Champaign 1991 — 1995
BS, Psychology
Nella Hogarth's Putnam Investments Experience November 1995 - October 2004
Job Licensed Assistant
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Ames Financial Services April 2014 - July 2015
Commonwealth Financial Network January 2005 - January 2014
Putnam Investments November 1995 - October 2004
Brockton Hospital 1984 - 1987
Skills
Mutual Funds, Series 7, Securities, Investments, Risk Management, Customer Service, Relationship Management, Wealth Management, Process Improvement, Microsoft Excel, Training, Data Analysis, Leadership, Series 63, Business Analysis, Project Management
Education
University of Houston
BA, Psychology
Morgan Stanley July 2015 - Present
Ames Financial Services April 2014 - July 2015
Commonwealth Financial Network January 2005 - January 2014
Putnam Investments November 1995 - October 2004
Brockton Hospital 1984 - 1987
Skills
Mutual Funds, Series 7, Securities, Investments, Risk Management, Customer Service, Relationship Management, Wealth Management, Process Improvement, Microsoft Excel, Training, Data Analysis, Leadership, Series 63, Business Analysis, Project Management
Education
University of Houston
BA, Psychology
Scott Verrill's Putnam Investments Experience 1996 - 1997
Job Vice President Investment Analytics
Industry Financial Services
Experience
State Street Bank May 1997 - Present
Putnam Investments 1996 - 1997
Skills
Investments, Pensions, Performance Measurement, Performance Attribution, Client Service, Securities, Attribution, Hedge Funds, Fixed Income, Equities, Mutual Funds, Financial Markets, Private Equity, Excel, Alternative Investments, Compliance
Education
University of Massachusetts Boston
BS - Finance
State Street Bank May 1997 - Present
Putnam Investments 1996 - 1997
Skills
Investments, Pensions, Performance Measurement, Performance Attribution, Client Service, Securities, Attribution, Hedge Funds, Fixed Income, Equities, Mutual Funds, Financial Markets, Private Equity, Excel, Alternative Investments, Compliance
Education
University of Massachusetts Boston
BS - Finance
Warren Rockmacher's Putnam Investments Experience August 1999 - June 2001
Job CEO/PRESIDENT at Fairfield Investment Services
Industry Investment Management
Experience
Fairfield Investment Services. April 2012 - Present
Chase Investment Services Corp. November 2007 - March 2012
Chase Investment Services Corp October 2007 - March 2012
Citi Smith Barney October 2006 - October 2007
Banc of America Investment Services, Inc February 2005 - October 2006
Citizens Investment Services Corp November 2002 - February 2005
Sunlife of Canada June 2001 - September 2002
Putnam Investments August 1999 - June 2001
Scudder Financial Services October 1996 - August 1999
Connecticut Mutual/Mass Mutual June 1995 - October 1996
Skills
Retirement Planning, Investments, Asset Allocation, Wealth Management, Term Life Insurance, Life Insurance planning, Registered Investment..., Financial Planning, Mutual Funds, Fixed Annuities, Strategic Financial..., Financial Advisory, Life Insurance, Trusts, FINRA, Financial Services, Insurance, Securities, Finance, Investment Advisory, Disability Insurance, Series 63
Education
University of Hartford 1985 — 1989
Bachelor of Arts (B.A.), Politics & Government
Horace Greeley High School
Fairfield Investment Services. April 2012 - Present
Chase Investment Services Corp. November 2007 - March 2012
Chase Investment Services Corp October 2007 - March 2012
Citi Smith Barney October 2006 - October 2007
Banc of America Investment Services, Inc February 2005 - October 2006
Citizens Investment Services Corp November 2002 - February 2005
Sunlife of Canada June 2001 - September 2002
Putnam Investments August 1999 - June 2001
Scudder Financial Services October 1996 - August 1999
Connecticut Mutual/Mass Mutual June 1995 - October 1996
Skills
Retirement Planning, Investments, Asset Allocation, Wealth Management, Term Life Insurance, Life Insurance planning, Registered Investment..., Financial Planning, Mutual Funds, Fixed Annuities, Strategic Financial..., Financial Advisory, Life Insurance, Trusts, FINRA, Financial Services, Insurance, Securities, Finance, Investment Advisory, Disability Insurance, Series 63
Education
University of Hartford 1985 — 1989
Bachelor of Arts (B.A.), Politics & Government
Horace Greeley High School
Viraphong Douangmany's Putnam Investments Experience September 2008 - February 2009
Job Complex Accounting and Administration Analyst at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon April 2010 - Present
Putnam Investments September 2008 - February 2009
Bank of New York Mellon April 2006 - August 2008
State Street February 2002 - April 2006
Education
University of Massachusetts Boston 1998 — 2001
BS, Management Science Information Systems
Bank of New York Mellon April 2010 - Present
Putnam Investments September 2008 - February 2009
Bank of New York Mellon April 2006 - August 2008
State Street February 2002 - April 2006
Education
University of Massachusetts Boston 1998 — 2001
BS, Management Science Information Systems
Maryellen Cartwright's Putnam Investments Experience April 1998 - February 2009
Job Insurance Professional
Industry Insurance
Experience
Twinbrook Insurance Brokerage January 2010 - Present
Putnam Investments April 1998 - February 2009
Putnam Investments January 1994 - March 1998
Education
University of Massachusetts Dartmouth 1984 — 1985
Twinbrook Insurance Brokerage January 2010 - Present
Putnam Investments April 1998 - February 2009
Putnam Investments January 1994 - March 1998
Education
University of Massachusetts Dartmouth 1984 — 1985
Marty Hamblen's Putnam Investments Experience July 2001 - August 2004
Job Marketing Rep and Front line underwriter at Maine Lobsterman's Insurance Group
Industry Insurance
Experience
International Special Risks July 2009 - Present
Maine Lobsterman's Insurance Group July 2009 - Present
royal alliance August 2004 - September 2006
Putnam Investments July 2001 - August 2004
Ellsworth Builder Supply April 1999 - July 2001
Education
University of Maine 2002 — 2004
BS, business, finance, sociology
International Special Risks July 2009 - Present
Maine Lobsterman's Insurance Group July 2009 - Present
royal alliance August 2004 - September 2006
Putnam Investments July 2001 - August 2004
Ellsworth Builder Supply April 1999 - July 2001
Education
University of Maine 2002 — 2004
BS, business, finance, sociology
Anne Marie Rouse's Putnam Investments Experience March 1999 - Present
Job Oracle DBA at Putnam Investments
Industry Information Technology and Services
Experience
Putnam Investments March 1999 - Present
Putnam Investments May 1991 - Present
Putnam Investments 1989 - 1991
Skills
Unix, Disaster Recovery, Oracle, Unix Shell Scripting, High Availability, SQL, PL/SQL, Databases, Cluster, Management, Database Design, Change Management, VMware, Linux
Education
University of Massachusetts Dartmouth 1983 — 1989
BS, Computer Engineering
Putnam Investments March 1999 - Present
Putnam Investments May 1991 - Present
Putnam Investments 1989 - 1991
Skills
Unix, Disaster Recovery, Oracle, Unix Shell Scripting, High Availability, SQL, PL/SQL, Databases, Cluster, Management, Database Design, Change Management, VMware, Linux
Education
University of Massachusetts Dartmouth 1983 — 1989
BS, Computer Engineering
James Wiess's Putnam Investments Experience April 2000 - November 2008
Job Math Teacher/Tutor
Industry Primary/Secondary Education
Experience
James Wiess January 2012 - Present
Charlestown High School September 2011 - November 2011
Boston Teacher Residency July 2010 - July 2011
Putnam Investments April 2000 - November 2008
JP Morgan Investment Management July 1992 - March 2000
Oppenheimer & Co. September 1984 - November 1991
Data Resorces Inc. June 1982 - August 1984
Education
UMass Boston 2010 — 2011
Masters, Education
University of Pennsylvania - The Wharton School 1978 — 1982
BSE, Finance, Economics
James Wiess January 2012 - Present
Charlestown High School September 2011 - November 2011
Boston Teacher Residency July 2010 - July 2011
Putnam Investments April 2000 - November 2008
JP Morgan Investment Management July 1992 - March 2000
Oppenheimer & Co. September 1984 - November 1991
Data Resorces Inc. June 1982 - August 1984
Education
UMass Boston 2010 — 2011
Masters, Education
University of Pennsylvania - The Wharton School 1978 — 1982
BSE, Finance, Economics
Jennifer Xiao's Putnam Investments Experience 1993 - 1995
Job Senior Vice President, Tax at Digital Realty Trust
Industry Real Estate
Experience
Digital Realty Trust January 2007 - Present
AMB Property Corporation October 2001 - December 2006
PricewaterhouseCoopers 1998 - 2001
Putnam Investments 1993 - 1995
Marsh & McLennan Companies, Inc. 1992 - 1993
Skills
Tax, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Portfolio Management, Financial Reporting, SEC Filings, Mergers & Acquisitions, Accounting, Sarbanes-Oxley Act, US GAAP, Tax Accounting, Financial Accounting, CPA, Real Estate, Disposition
Education
University of Southern California - Marshall School of Business
Master of Science (MS), Taxation
University of Massachusetts Boston
Bachelor of Science, Management/Accounting
Digital Realty Trust January 2007 - Present
AMB Property Corporation October 2001 - December 2006
PricewaterhouseCoopers 1998 - 2001
Putnam Investments 1993 - 1995
Marsh & McLennan Companies, Inc. 1992 - 1993
Skills
Tax, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Portfolio Management, Financial Reporting, SEC Filings, Mergers & Acquisitions, Accounting, Sarbanes-Oxley Act, US GAAP, Tax Accounting, Financial Accounting, CPA, Real Estate, Disposition
Education
University of Southern California - Marshall School of Business
Master of Science (MS), Taxation
University of Massachusetts Boston
Bachelor of Science, Management/Accounting
Joe Melia's Putnam Investments Experience 1995 - 2005
Job Vice President, Managing Director Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2005 - Present
Putnam Investments 1995 - 2005
Skills
Mutual Funds, Series 6, Series 63, 401k, Retirement, Retirement Planning
Education
University of Massachusetts Boston
Fidelity Investments January 2005 - Present
Putnam Investments 1995 - 2005
Skills
Mutual Funds, Series 6, Series 63, 401k, Retirement, Retirement Planning
Education
University of Massachusetts Boston
Alex Glushchenko's Putnam Investments Experience 1996 - 1997
Job Senior Software Engineer at Yardi Resident Screening
Industry Information Technology and Services
Experience
Yardi Resident Screening January 2014 - Present
Ixxus September 2013 - December 2013
Yardi September 2009 - September 2013
Fidelity Investments 2004 - 2009
John Hancock Financial Services 2001 - 2004
John Hancock Financial Services 2000 - 2001
DST International 1999 - 2000
Liberty Mutual 1997 - 1999
Putnam Investments 1996 - 1997
Education
University of Massachusetts Boston 2000 — 2004
MS, Computer Science
Worcester Polytechnic Institute 1998 — 1998
Certificate, Unix/C/C++
University of Massachusetts Boston 1994 — 1997
BS in Management, Accounting
MongoDB University
M101J: MongoDB for Java Developers
Yardi Resident Screening January 2014 - Present
Ixxus September 2013 - December 2013
Yardi September 2009 - September 2013
Fidelity Investments 2004 - 2009
John Hancock Financial Services 2001 - 2004
John Hancock Financial Services 2000 - 2001
DST International 1999 - 2000
Liberty Mutual 1997 - 1999
Putnam Investments 1996 - 1997
Education
University of Massachusetts Boston 2000 — 2004
MS, Computer Science
Worcester Polytechnic Institute 1998 — 1998
Certificate, Unix/C/C++
University of Massachusetts Boston 1994 — 1997
BS in Management, Accounting
MongoDB University
M101J: MongoDB for Java Developers
Mark Feeney's Putnam Investments Experience November 2010 - November 2013
Job Retirement Plan Consultant at The Standard
Industry Financial Services
Experience
The Standard June 2014 - Present
Putnam Investments November 2010 - November 2013
Transamerica Retirement Services August 2008 - November 2010
MFS Investment Management/The Hartford February 2006 - August 2008
Education
University of Massachusetts Boston 2001 — 2005
BA, Psychology
The Standard June 2014 - Present
Putnam Investments November 2010 - November 2013
Transamerica Retirement Services August 2008 - November 2010
MFS Investment Management/The Hartford February 2006 - August 2008
Education
University of Massachusetts Boston 2001 — 2005
BA, Psychology
Brandon Gorham's Putnam Investments Experience 2000 - 2002
Job Sales Operations Administrator at New Balance
Industry Consumer Services
Experience
New Balance December 2012 - Present
New Balance November 2009 - November 2012
MIT Media Lab 2008 - 2009
Novartis Vaccines and Diagnostics 2007 - 2008
Harvard Management Company 2007 - 2007
UMASS Boston 2003 - 2007
Putnam Investments 2000 - 2002
Auto Europe 1997 - 2000
Skills
Event Planning, Social Networking, Customer Service, Outlook, Social Media, Microsoft Excel, Microsoft Word, Research, Microsoft Office, Event Management, Administrative..., Editing, PowerPoint, Administrative..., Facebook, Non-profits, Business Process Mapping, Project Management, Visio, Microsoft Project
Education
University of Massachusetts Boston 2002 — 2007
English, Women's Studies
New Balance December 2012 - Present
New Balance November 2009 - November 2012
MIT Media Lab 2008 - 2009
Novartis Vaccines and Diagnostics 2007 - 2008
Harvard Management Company 2007 - 2007
UMASS Boston 2003 - 2007
Putnam Investments 2000 - 2002
Auto Europe 1997 - 2000
Skills
Event Planning, Social Networking, Customer Service, Outlook, Social Media, Microsoft Excel, Microsoft Word, Research, Microsoft Office, Event Management, Administrative..., Editing, PowerPoint, Administrative..., Facebook, Non-profits, Business Process Mapping, Project Management, Visio, Microsoft Project
Education
University of Massachusetts Boston 2002 — 2007
English, Women's Studies
Justin Jeffrey's Putnam Investments Experience June 1996 - September 2004
Job Benefits Specialist & Retirement Plans Manager at Samsonite
Industry Wholesale
Experience
Samsonite LLC May 2007 - Present
Mercer (MHRS) - formerly Putnam Investments September 2004 - November 2006
Putnam Investments June 1996 - September 2004
Skills
CEBS Certification in..., The Plan Sponsor..., Microsoft Office, ADP HRB, ADP PayExpert, SAP, Consumer Products, Microsoft Excel, Forecasting, Process Improvement, Finance, Analysis, Management, Budgets, Leadership, Financial Analysis, Customer Service, Retail, Auditing, Lotus Notes, Sales Operations, Employee Benefits, ADP Payroll
Education
University of Massachusetts Boston 1999 — 2002
Master of Business Administration (MBA), Finance, General
University of Massachusetts Dartmouth 1989 — 1993
Bachelor of Science (B.S.), Marketing
Samsonite LLC May 2007 - Present
Mercer (MHRS) - formerly Putnam Investments September 2004 - November 2006
Putnam Investments June 1996 - September 2004
Skills
CEBS Certification in..., The Plan Sponsor..., Microsoft Office, ADP HRB, ADP PayExpert, SAP, Consumer Products, Microsoft Excel, Forecasting, Process Improvement, Finance, Analysis, Management, Budgets, Leadership, Financial Analysis, Customer Service, Retail, Auditing, Lotus Notes, Sales Operations, Employee Benefits, ADP Payroll
Education
University of Massachusetts Boston 1999 — 2002
Master of Business Administration (MBA), Finance, General
University of Massachusetts Dartmouth 1989 — 1993
Bachelor of Science (B.S.), Marketing
Dean Beresford's Putnam Investments Experience September 1997 - June 1998
Job Senior Vice President at State Street Corporation
Industry Investment Management
Experience
State Street Corporation 2009 - Present
Wellington Management January 2009 - June 2009
Wellington Management July 2007 - January 2009
Wellington Management April 2005 - July 2007
Wellington Management January 2000 - April 2005
Wellington Management June 1998 - January 2000
Putnam Investments September 1997 - June 1998
Putnam Investments April 1995 - September 1997
Putnam Investments October 1993 - April 1995
Putnam Investments August 1992 - October 1993
Education
University of Massachusetts Boston
BS, Business
State Street Corporation 2009 - Present
Wellington Management January 2009 - June 2009
Wellington Management July 2007 - January 2009
Wellington Management April 2005 - July 2007
Wellington Management January 2000 - April 2005
Wellington Management June 1998 - January 2000
Putnam Investments September 1997 - June 1998
Putnam Investments April 1995 - September 1997
Putnam Investments October 1993 - April 1995
Putnam Investments August 1992 - October 1993
Education
University of Massachusetts Boston
BS, Business
Joe Melia's Putnam Investments Experience 1996 - 2005
Job Vice President Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2005 - Present
Putnam Investments 1996 - 2005
Skills
Risk Management, Mutual Funds, Investments, 401k, Series 63, Series 7, Defined Benefit, Retirement, Retirement Planning, Financial Services, Series 6, Alternative Investments, Securities, Wealth Management
Education
University of Massachusetts Boston 1984 — 1988
Political Science, Public Policy
Fidelity Investments January 2005 - Present
Putnam Investments 1996 - 2005
Skills
Risk Management, Mutual Funds, Investments, 401k, Series 63, Series 7, Defined Benefit, Retirement, Retirement Planning, Financial Services, Series 6, Alternative Investments, Securities, Wealth Management
Education
University of Massachusetts Boston 1984 — 1988
Political Science, Public Policy
Anil Rasamsetti's Putnam Investments Experience June 2010 - July 2010
Job Principal Engineer at Fidelity Investments
Industry Financial Services
Experience
MetLife September 2014 - Present
Fidelity Investments August 2012 - September 2014
Putnam Investments June 2010 - July 2010
Shaw's Supermarkets July 2001 - June 2010
Skills
Agile Methodologies, SQL, Oracle, Unix, Web Services, SDLC, Spring Framework, JUnit, Core Java, PL/SQL
Education
University of Massachusetts Dartmouth 2010 — 2012
Master of Business Administration (MBA), International Business, 3.5
MetLife September 2014 - Present
Fidelity Investments August 2012 - September 2014
Putnam Investments June 2010 - July 2010
Shaw's Supermarkets July 2001 - June 2010
Skills
Agile Methodologies, SQL, Oracle, Unix, Web Services, SDLC, Spring Framework, JUnit, Core Java, PL/SQL
Education
University of Massachusetts Dartmouth 2010 — 2012
Master of Business Administration (MBA), International Business, 3.5
Subramanian Kumar's Putnam Investments Experience July 2012 - Present
Job Sr. Oracle DBA at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2012 - Present
Fidelity Investments February 2011 - June 2012
State Street Global Advisors (SSgA) May 2001 - February 2011
Wipro Infotech Ltd May 1999 - May 2001
Mascon Global May 1997 - May 1999
Skills
Data Modeling, TimesTen, Disaster Recovery, Data Warehousing, Databases, High Availability, Clustering, PL/SQL, Oracle SQL, Unix, Business Intelligence, Performance Tuning, Database Design, Unix Shell Scripting, Solaris, AIX, Oracle RAC, Troubleshooting, Database Administration, Agile, Creative Strategy, Critical Thinking, Database Security, Oracle, Data Architecture, SQL Tuning, Microsoft SQL Server, Integration, Enterprise Architecture, Agile Methodologies, SQL, ETL, SDLC
Education
University of Madras 1994 — 1997
Master of Computer Applications, IT
University of Madras 1991 — 1994
Bachelor of Science, Mathematics
Putnam Investments July 2012 - Present
Fidelity Investments February 2011 - June 2012
State Street Global Advisors (SSgA) May 2001 - February 2011
Wipro Infotech Ltd May 1999 - May 2001
Mascon Global May 1997 - May 1999
Skills
Data Modeling, TimesTen, Disaster Recovery, Data Warehousing, Databases, High Availability, Clustering, PL/SQL, Oracle SQL, Unix, Business Intelligence, Performance Tuning, Database Design, Unix Shell Scripting, Solaris, AIX, Oracle RAC, Troubleshooting, Database Administration, Agile, Creative Strategy, Critical Thinking, Database Security, Oracle, Data Architecture, SQL Tuning, Microsoft SQL Server, Integration, Enterprise Architecture, Agile Methodologies, SQL, ETL, SDLC
Education
University of Madras 1994 — 1997
Master of Computer Applications, IT
University of Madras 1991 — 1994
Bachelor of Science, Mathematics
Meagan Quinlan's Putnam Investments Experience March 2001 - March 2002
Job Financial Services Professional
Industry Financial Services
Experience
Evergreen Investments September 2004 - January 2010
Evergreen Investments March 2002 - September 2004
Putnam Investments March 2001 - March 2002
Putnam Investments May 2000 - March 2001
J. C July 1998 - May 2000
Skills
Investments, Mutual Funds
Education
University of Kentucky 1994 — 1998
Bachelor of Science, Marketing
Evergreen Investments September 2004 - January 2010
Evergreen Investments March 2002 - September 2004
Putnam Investments March 2001 - March 2002
Putnam Investments May 2000 - March 2001
J. C July 1998 - May 2000
Skills
Investments, Mutual Funds
Education
University of Kentucky 1994 — 1998
Bachelor of Science, Marketing
Jessica L. Danner's Putnam Investments Experience 2000 - 2004
Job Regional Vice President at Voya Financial
Industry Financial Services
Experience
Voya Financial 2009 - Present
New York Life Insurance Company 2008 - 2009
CitiStreet 2004 - 2008
Putnam Investments 2000 - 2004
Skills
Series 63, Series 7
Education
University of Massachusetts Boston 2000 — 2002
MBA
University of Massachusetts Boston 1996 — 2000
BA, English
Voya Financial 2009 - Present
New York Life Insurance Company 2008 - 2009
CitiStreet 2004 - 2008
Putnam Investments 2000 - 2004
Skills
Series 63, Series 7
Education
University of Massachusetts Boston 2000 — 2002
MBA
University of Massachusetts Boston 1996 — 2000
BA, English
Maureen Henley's Putnam Investments Experience May 1998 - August 2008
Job Manager of Quality Assurance at EOS CCA
Industry Outsourcing/Offshoring
Experience
EOS CCA May 2013 - Present
TSL Marketing February 2011 - May 2013
Mercer Human Resource Consulting August 2008 - July 2010
Putnam Investments May 1998 - August 2008
Skills
Lead Generation, Business Analysis, Program Management, Process Improvement, CRM, New Business Development, Business Intelligence, Business Development, Customer Service, Sales Management, Team Building, Account Management, ERP, Management, Salesforce.com, Strategic Partnerships, SAP, Call Centers, Outsourcing, Project Management, Organized Multi-tasker
Education
University of Massachusetts Boston 1990 — 1993
Master of Business Administration Degree, Finance and Marketing
University of Massachusetts Boston 1982 — 1986
Bachelor of Science (B.S.), Management and Sociology
EOS CCA May 2013 - Present
TSL Marketing February 2011 - May 2013
Mercer Human Resource Consulting August 2008 - July 2010
Putnam Investments May 1998 - August 2008
Skills
Lead Generation, Business Analysis, Program Management, Process Improvement, CRM, New Business Development, Business Intelligence, Business Development, Customer Service, Sales Management, Team Building, Account Management, ERP, Management, Salesforce.com, Strategic Partnerships, SAP, Call Centers, Outsourcing, Project Management, Organized Multi-tasker
Education
University of Massachusetts Boston 1990 — 1993
Master of Business Administration Degree, Finance and Marketing
University of Massachusetts Boston 1982 — 1986
Bachelor of Science (B.S.), Management and Sociology
Waemen Lung's Putnam Investments Experience March 2006 - December 2006
Job Account Manager
Industry Financial Services
Experience
State Street January 2007 - Present
Putnam Investments March 2006 - December 2006
Citizens Bank June 2005 - March 2006
Skills
Mutual Funds, Alternative Investments, Fixed Income, Financial Analysis, Derivatives, Bloomberg, Securities
Education
University of Massachusetts Boston 2001 — 2004
Bachelor, Finance
State Street January 2007 - Present
Putnam Investments March 2006 - December 2006
Citizens Bank June 2005 - March 2006
Skills
Mutual Funds, Alternative Investments, Fixed Income, Financial Analysis, Derivatives, Bloomberg, Securities
Education
University of Massachusetts Boston 2001 — 2004
Bachelor, Finance
Richard Clifford's Putnam Investments Experience January 1987 - July 1988
Job Administration Assistant at RSM McGladrey, Inc
Industry Accounting
Experience
RSM McGladrey, Inc February 1989 - Present
Putnam Investments January 1987 - July 1988
Children's Hospital Boston February 1986 - October 1986
Skills
Financial Reporting, Writing, Blogging, Auditing, Accounting, GAAP, Financial Accounting, Training, Internal Controls, Tax, QuickBooks, Event Management, Tax Preparation, Financial Statements, US GAAP
Education
University of Massachusetts Boston 1980 — 1985
B.A., English, Spanish
Charles River Academy, Cambridge, Mass. 1977 — 1980
RSM McGladrey, Inc February 1989 - Present
Putnam Investments January 1987 - July 1988
Children's Hospital Boston February 1986 - October 1986
Skills
Financial Reporting, Writing, Blogging, Auditing, Accounting, GAAP, Financial Accounting, Training, Internal Controls, Tax, QuickBooks, Event Management, Tax Preparation, Financial Statements, US GAAP
Education
University of Massachusetts Boston 1980 — 1985
B.A., English, Spanish
Charles River Academy, Cambridge, Mass. 1977 — 1980
Pamela Marini`'s Putnam Investments Experience
Job Account Service Representative II at Putnam Investments
Industry Financial Services
Experience
Putnam Investments
Skills
Equities, Microsoft Excel, Banking, Finance, Investments, Mutual Funds, Financial Services
Education
University of Massachusetts Boston 1988 — 1995
Bachelor of Arts (B.A.), Computer Science & English
Putnam Investments
Skills
Equities, Microsoft Excel, Banking, Finance, Investments, Mutual Funds, Financial Services
Education
University of Massachusetts Boston 1988 — 1995
Bachelor of Arts (B.A.), Computer Science & English
Sandra Viteri's Putnam Investments Experience 2000 - 2007
Job Senior Associate at State Street
Industry Financial Services
Experience
State Street 2008 - Present
Putnam Investments 2000 - 2007
Education
University of Massachusetts Boston
State Street 2008 - Present
Putnam Investments 2000 - 2007
Education
University of Massachusetts Boston
Chris Linskey's Putnam Investments Experience March 2007 - September 2009
Job Contracting Officer at Air Force
Industry Defense & Space
Experience
United States Air Force February 2014 - Present
Department of Defense September 2009 - February 2014
United States Air Force September 2009 - February 2014
Putnam Investments March 2007 - September 2009
Skills
Security Clearance, Government, Program Management, Team Leadership, Process Improvement, Information Assurance, Microsoft Office, Customer Service, DoD, Access, Software Documentation, Troubleshooting, Government Contracting, Contract Negotiation, Contract Management
Education
Salem State University 2005 — 2007
Bachelor of Business Administration (B.B.A.)
Rivier University
Master of Business Administration (MBA)
Defense Acquisition University
APDP Contracting Level II Certified, Purchasing, Procurement/Acquisitions and Contracts Management
Defense Acquisition University
APDP Program Management Level I Certified, Purchasing, Procurement/Acquisitions and Contracts Management
University of Massachusetts Boston
United States Air Force February 2014 - Present
Department of Defense September 2009 - February 2014
United States Air Force September 2009 - February 2014
Putnam Investments March 2007 - September 2009
Skills
Security Clearance, Government, Program Management, Team Leadership, Process Improvement, Information Assurance, Microsoft Office, Customer Service, DoD, Access, Software Documentation, Troubleshooting, Government Contracting, Contract Negotiation, Contract Management
Education
Salem State University 2005 — 2007
Bachelor of Business Administration (B.B.A.)
Rivier University
Master of Business Administration (MBA)
Defense Acquisition University
APDP Contracting Level II Certified, Purchasing, Procurement/Acquisitions and Contracts Management
Defense Acquisition University
APDP Program Management Level I Certified, Purchasing, Procurement/Acquisitions and Contracts Management
University of Massachusetts Boston
Alyson Lai's Putnam Investments Experience April 2013 - Present
Job Portfolio Tax Analyst at Putnam Investments
Industry Accounting
Experience
Putnam Investments April 2013 - Present
Citizens Bank July 2012 - June 2013
The Olive Garden December 2009 - July 2012
Harbor One February 2012 - April 2012
Skills
Microsoft Excel, Microsoft Word, Accounting, Microsoft Office, PowerPoint, Financial Analysis, Financial Accounting, Financial Reporting, Tax, Customer Service, Teamwork, Bloomberg Certified, IRS Certified, Bloomberg
Education
University of Massachusetts Boston
Bachelor of Science, Management; Accounting and Finance
Putnam Investments April 2013 - Present
Citizens Bank July 2012 - June 2013
The Olive Garden December 2009 - July 2012
Harbor One February 2012 - April 2012
Skills
Microsoft Excel, Microsoft Word, Accounting, Microsoft Office, PowerPoint, Financial Analysis, Financial Accounting, Financial Reporting, Tax, Customer Service, Teamwork, Bloomberg Certified, IRS Certified, Bloomberg
Education
University of Massachusetts Boston
Bachelor of Science, Management; Accounting and Finance
Daniel Bakeberg's Putnam Investments Experience October 1999 - February 2007
Job Investment Specialist at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America - Merrill Lynch October 2011 - Present
Wells Fargo Advisors February 2007 - March 2011
Putnam Investments October 1999 - February 2007
Education
University of Massachusetts Boston
B.S., Accounting concentration
Bank of America - Merrill Lynch October 2011 - Present
Wells Fargo Advisors February 2007 - March 2011
Putnam Investments October 1999 - February 2007
Education
University of Massachusetts Boston
B.S., Accounting concentration
David Lourie's Putnam Investments Experience April 1990 - July 1990
Job Hospital & Health Care Professional (IT)
Industry Hospital & Health Care
Experience
Medco Health Solutions 1996 - 2012
Health Insurance Plan of New York (HIP) August 1990 - May 1996
Putnam Investments April 1990 - July 1990
Bank of Boston July 1989 - March 1990
Skills
30+ years experience on..., Cobol II, DB2 SQL, DB2..., CICS is my specialty!, VSAM, SPUFI, Expediter,..., Microsoft Word, Microsoft Excel, Microsoft Office 2007
Education
University of Maine 1971 — 1975
Mathematics
Medco Health Solutions 1996 - 2012
Health Insurance Plan of New York (HIP) August 1990 - May 1996
Putnam Investments April 1990 - July 1990
Bank of Boston July 1989 - March 1990
Skills
30+ years experience on..., Cobol II, DB2 SQL, DB2..., CICS is my specialty!, VSAM, SPUFI, Expediter,..., Microsoft Word, Microsoft Excel, Microsoft Office 2007
Education
University of Maine 1971 — 1975
Mathematics
Stephen Alessi's Putnam Investments Experience August 2012 - December 2014
Job
Industry Financial Services
Experience
EMPOWER Retirement January 2015 - Present
Putnam Investments August 2012 - December 2014
Putnam Investments February 2010 - July 2012
ADP May 2005 - January 2010
DWS Scudder/ Deutsche Bank February 2001 - May 2005
Scudder Kemper Investments January 2000 - January 2001
Scudder Stevens & Clark April 1997 - December 1999
Scudder Stevens & Clark March 1995 - March 1997
Putnam Investments September 1992 - February 1995
Skills
Management, CRM, Project Management, Analytics, Retirement Planning, Retirement, Process Improvement, Microsoft Office, Microsoft Excel, Business Analysis
Education
University of Maine 1988 — 1992
Bachelor's degree, Business Administration and Management, General
EMPOWER Retirement January 2015 - Present
Putnam Investments August 2012 - December 2014
Putnam Investments February 2010 - July 2012
ADP May 2005 - January 2010
DWS Scudder/ Deutsche Bank February 2001 - May 2005
Scudder Kemper Investments January 2000 - January 2001
Scudder Stevens & Clark April 1997 - December 1999
Scudder Stevens & Clark March 1995 - March 1997
Putnam Investments September 1992 - February 1995
Skills
Management, CRM, Project Management, Analytics, Retirement Planning, Retirement, Process Improvement, Microsoft Office, Microsoft Excel, Business Analysis
Education
University of Maine 1988 — 1992
Bachelor's degree, Business Administration and Management, General
Kathleen Moynihan's Putnam Investments Experience August 1999 - March 2003
Job New York
Industry Financial Services
Experience
Guardian Life April 2003 - Present
Putnam Investments August 1999 - March 2003
Education
University of Illinois College of Law
Doctor of Law (J.D.)
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), English
Guardian Life April 2003 - Present
Putnam Investments August 1999 - March 2003
Education
University of Illinois College of Law
Doctor of Law (J.D.)
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), English