Putnam Investments
Putnam Investments is a privately owned investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Parent organization: Great-West Lifeco Customer service: 00 1 617-292-1000 Number of employees: 1,700+ CEO: Robert L. Reynolds (1 Jul 2008–) Headquarters: Boston, Massachusetts, United States Subsidiaries: PanAgora Asset Management, Inc.,
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Putnam Investments Employees
Runbook November 2014 - Present
Professional Distinction January 2011 - Present
Mutual of America January 2012 - April 2013
Transamerica Life Insurance Company October 2008 - January 2011
Ameriprise Financial January 2007 - October 2008
The Guardian Life Insurance Company of America October 2004 - January 2007
Putnam Investments August 2002 - October 2004
Skills
Series 7, Series 63, Retirement Plan..., Annuities, Life, Accident, Health,..., Financial Planning, Wholesaling, Business Management, Marketing Strategy, Direct Sales, Mutual Funds, Retirement Income..., Sales Presentations, Business Consulting, Group Retirement Plans, Series 6, 401k, 403 b, Retirement, Fixed Annuities, Insurance, Retirement Planning, Strategic Financial..., Financial Services, Financial Advisory, Variable Annuities, Business Development, Investments, Leadership, Sales, Marketing, Sales Management, Training, Life Insurance, Management, Finance, CRM, Strategy, Consulting, Employee Benefits, Wealth Management, Business Strategy, Customer Service, Solution Selling, Professional Services, Relationship Management, Asset Management
Education
University of Massachusetts Dartmouth
Bachelors of Science, Business Management- Marketing
Coach June 2015 - Present
John Hancock Financial Services July 2014 - December 2014
Putnam Investments December 2013 - April 2014
University of Massachusetts Lowell February 2014 - March 2014
Aloha Mind Math December 2012 - May 2013
Dunkin Donuts January 2011 - March 2011
Kumon 2008 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, C++, English, Java, Windows, Event Planning, Time Management, Accounting, Teaching
Education
University of Massachusetts at Lowell 2012 — 2016
Bachelor of Science (BS), Accounting and Finance
University of Massachusetts, Amherst 2011 — 2012
Merrimack High School 2007 — 2011
SavingStar, Inc. February 2015 - Present
SavingStar, Inc. February 2014 - February 2015
Circles May 2012 - January 2014
Circles September 2010 - May 2012
Circles July 2010 - September 2010
Putnam Investments December 2007 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Sales, Event Management, Outlook, Client Development, Event Planning, Recruiting, Human Resources, Customer Service, Teamwork
Education
University of Massachusetts Dartmouth 2006 — 2010
Bachelor of Science (B.S.), Human Resources Management
Chelmsford High School
Putnam Investments December 2012 - Present
Skills
Microsoft Office, Google Power Search, Call Centers, Lotus Notes, Customer Service
Education
University of Massachusetts at Lowell
Bachelor's of Science Business Administration (B.S.B.A.), Management, Senior
Ipswitch, Inc. January 2015 - Present
Ipswitch, Inc. July 2013 - January 2015
Acquia November 2012 - July 2013
Ipswitch, Inc. March 2012 - November 2012
Acronis August 2010 - March 2012
InfluxHost May 2009 - August 2010
Putnam Investments November 2008 - April 2009
Education
University of Massachusetts Lowell
Bachelor of Science, Dual Concentration in Marketing and Management
Putnam Investments September 2015 - Present
Marshalls May 2013 - Present
EMPOWER Retirement December 2014 - June 2015
Party City June 2014 - November 2014
Atlanta Rocks May 2010 - September 2011
Skills
Sales, Customer Service, Retail, Microsoft Excel
Education
University of Massachusetts Lowell 2013 — 2017
Bachelor of Science (BS), Business Administration and Management
BlackRock September 2010 - Present
New York Life Investment Management 2008 - August 2010
New York Life Investment Management 2007 - 2008
Putnam Investments 2006 - 2007
Skills
Mutual Funds, Investments, Hedge Funds, Bloomberg, Morningstar Direct, Private Foundations, Endowments, Strategic Partnerships, Client Service Oriented, Key Account..., Financial Modeling, Financial Statement..., Quantitative Analytics, Economics, Analytic Problem Solving, Pension Funds, Fixed Income, Equities, Alternative Investments, High Yield, ETFs, Relationship Management, Public Speaking, Problem Solving, FINRA, US GAAP reporting, Corporate Finance, Real Estate, Series 7, Investment Strategies, Asset Management, Series 63, Securities, Bloomberg Terminal, Equity Research
Education
University of Massachusetts Dartmouth 2003 — 2007
Bachelor of Science, Finance
FINRA Licensed Representative- Series 6, 63, 7
Melanson Heath January 2015 - Present
Triton Systems, Inc. April 2014 - December 2014
Cowan Bolduc Doherty, CPA's January 2014 - April 2014
Putnam Investments December 2012 - December 2013
Fulfillment, Print & Mail Solutions, Inc. February 2012 - September 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Adobe Acrobat, ProSystem fx Tax, QuickBooks, GCS Premier, Management
Education
University of Massachusetts at Lowell
Bachelor of Business Administration (B.B.A.), Accounting
Putnam Investments January 2015 - Present
Brigham and Women's Hospital November 2013 - December 2014
Dana-Farber Cancer Institute June 2012 - November 2013
City of Lowell September 2009 - June 2012
Independent June 2011 - May 2012
City of Lowell September 2011 - January 2012
Skills
Data Analysis, Statistics, Business Intelligence, Databases, SQL, Microstrategy, SAS programming, Regression Analysis, Business Objects, Stata, Data Warehouse..., Research, Minitab, Business Analysis, Hadoop, Experimental Design, KPI Dashboards, Data Quality Assurance, MapReduce, R
Education
University of Massachusetts at Lowell
Bachelor of Science (B.S.), Mathematics, Cum Laude
Transamerica December 2014 - Present
Transamerica November 2012 - Present
Curian Capital November 2008 - November 2012
Jackson National Life September 2006 - November 2008
BankFive September 2003 - August 2006
Putnam Investments March 2003 - November 2003
Putnam Investments September 2002 - February 2003
Putnam Investments September 2001 - September 2002
Skills
Sales, Management, Finance, Series 7, Customer Service, Customer Satisfaction, Series 63, Leadership, Asset Managment, Problem Solving
Education
University of Massachusetts Dartmouth 1999 — 2001
The Keyes Company May 2015 - Present
OSHEN, LLC February 2014 - Present
Crisp Marketing January 2012 - June 2014
Union Health Marketing May 2010 - December 2011
Putnam Investments March 2007 - September 2009
Skills
Lead Generation, Real Estate Transactions, Real Estate, Real Estate Marketing, Marketing Strategy, Digital Marketing, Online Advertising, Direct Marketing, Marketing Research, B2B, Account Management, Affiliate Marketing, Digital Strategy, E-commerce, Real Estate License
Education
University of Massachusetts Dartmouth 2002 — 2007
Bachelor's Degree, Finance, General
Vestmark June 2015 - Present
Vantiv June 2014 - May 2015
Vantiv April 2011 - May 2015
DST Global Solutions March 2010 - March 2011
DST Global Solutions June 2008 - March 2011
Putnam Investments October 2007 - May 2008
Saints Medical Center June 2005 - October 2007
IFX Markets June 2007 - August 2007
Wilmington Pet Shop June 2003 - July 2007
Skills
SQL, Unix, HTML + CSS, PHP, SEO
Education
University of Massachusetts at Lowell 2004 — 2008
Bachelors, Corporate Finance
Tewksbury High 2000 — 2004
RMK Marketing Co. November 2012 - Present
Preferred Distributors January 2012 - September 2012
Amphenol PCD August 2012 - 2012
Putnam Investments November 2010 - May 2011
Constructon Monitoring Services April 2009 - 2010
Small Bears Pre-School September 2008 - 2010
Brooks School September 2006 - August 2009
Anton's Cleaners October 2004 - August 2006
Skills
Investments, PowerPoint, Microsoft Office, Customer Service, Word, Quickbooks, Excel
Education
University of Massachusetts at Lowell 2006 — 2011
Bachelor's degree, Business Management
Marsh & McLennan Agency August 2015 - Present
EMPOWER Retirement October 2014 - July 2015
Putnam Investments December 2007 - October 2014
Mercer October 2000 - December 2007
New England Financial May 1998 - October 2000
Skills
Series 7, Series 63, Defined Benefit, 401k, Series 6, Retirement Plan..., Retirement, ERISA, Pensions, Mutual Funds, IRAs, Retirement Planning, Investment Advisory, Wealth Management, Relationship Management, Investments, Insurance, Product Development, Customer Retention, Customer Service, Financial Services, Asset Allocation
Education
University of Massachusetts at Lowell 1994 — 1998
BS, Psychology
The Hanover Insurance Group April 2014 - Present
CVS Caremark Corporation October 2013 - March 2014
Staples September 2011 - September 2013
Staples May 2007 - September 2011
Staples May 2006 - May 2007
Staples August 2004 - April 2006
Staples August 1999 - July 2004
Staples June 1997 - July 1999
BankBoston 1994 - 1997
Putnam Investments 1992 - 1994
Skills
Talent Management, Organizational..., Succession Planning, Training, Performance Management, Leadership Development, Leadership, Management, Team Building, Strategy, Executive Coaching, Human Resources, Change Management, Employee Relations, Recruiting, Hiring, Coaching, Organizational Design, Career Development, Employee Training, Management Development, Sourcing, Employee Engagement, Staff Development, Public Speaking, Organizational...
Education
University of Massachusetts Dartmouth 1980 — 1984
Boston-based asset manager December 2013 - Present
LPL Financial June 2013 - December 2013
Putnam Investments December 2009 - June 2012
Putnam Investments June 2006 - December 2009
Putnam Investments February 2006 - June 2006
Putnam Investments December 2001 - February 2006
Skills
Equity Research, Equities, Equity Valuation, Bloomberg, Investments, Hedge Funds, Chartered Financial..., Financial Modeling, Emerging Markets, Series 7, Portfolio Management, Valuation, Alternative Investments, Capital Markets, Investment Management, Mergers & Acquisitions
Education
University of Massachusetts at Lowell
Bachelors, Economics
Winchester High School
DHD Real Estate Associates 2012 - Present
Keller Williams Realty, Franklin, MA October 2006 - January 2012
Putnam Investments June 1998 - November 2006
Ma Raffa's Italian Restaurant May 1996 - October 1998
Skills
First Time Home Buyers, Real Estate, Customer Service, Sellers, Real Estate Transactions, New Homes, Buyers, Investment Properties, Property, Buyer Representation, Single Family Homes, Condos, Sales, Referrals, Short Sales, Foreclosures, Relocation
Education
University of Massachusetts Dartmouth 1994 — 1998
Finance
John Hancock Investments October 2012 - Present
John Hancock Life Insurance Company (U.S.A.) January 2011 - Present
Wells Fargo May 2010 - February 2011
Putnam Investments October 2007 - October 2009
Skills
Series 7, Series 63, Series 65, Mutual Funds, Investments, Retirement Planning, Asset Allocation, 401k, Wealth Management
Education
University of Massachusetts Dartmouth 2004 — 2008
BA, Management Information Systems
LAER Realty Partners August 2014 - Present
Massachusetts and New Hampshire February 2009 - Present
Putnam Investments November 1997 - February 2009
City Printing January 1969 - November 1992
Education
University of Massachusetts Lowell 2001 — 2007
Bachelor, Business Administration
Aveniros March 2015 - Present
Bioss USA Antibodies June 2014 - March 2015
Putnam Investments January 2014 - June 2014
Mutualink August 2013 - November 2013
Empirix January 2013 - September 2013
University of Massachusetts Lowell January 2012 - September 2012
Skills
Programming, Databases, Graphic Design, Linux, HTML, CSS, JavaScript, jQuery, SQL, PHP, Laravel, Software Design, Servers, Testing
Education
University of Massachusetts at Lowell 2009 — 2014
Bachelor's degree, Computer Science, Senior
EMPOWER Retirement December 2014 - Present
Putnam Investments November 2012 - Present
Putnam Investments October 2011 - November 2012
Putnam Investments November 2009 - October 2011
Skills
Bloomberg, Call Centers, Customer Service, Equities, Financial Services, Fixed Income, Investments, Mutual Funds, Relationship Management, Securities, Series 6, Series 63, Series 7, Time Management, 401k
Education
University of Massachusetts at Lowell 2007 — 2011
BSBA, Finance
RISI January 2014 - Present
Monster Worldwide March 2009 - December 2012
Monster Worldwide (Monster.com) November 2006 - March 2009
Monster Worldwide January 2006 - November 2006
Monster June 2005 - January 2006
NewRiver April 2001 - June 2004
Putnam Investments April 2000 - April 2001
Skills
Account Management, Salesforce.com, Customer Retention, Call Center, E-commerce, Recruitment Advertising, Product Management, Analytics, Customer Satisfaction, Sales Process, Siebel, Sales, Management, Call Centers, Managing Partner..., CRM, Project Management, Cross-functional Team..., Customer Service, Program Management, SaaS, Customer Experience, Business Process, Enterprise Software, Marketing
Education
UMass Lowell 2013 — 2014
Web Design / Development, Information Technology
Manion Gaynor & Manning LLP September 2013 - Present
Cooley Manion Jones LLP August 2011 - September 2013
Putnam Investments August 2010 - July 2011
Free People July 2008 - August 2010
Skills
Social Media, Customer Service, Event Planning, Management, Training, Microsoft Office, Call Centers, Time Management, Microsoft Word, CRM, Finance, Negotiation, Account Management, Access, Microsoft Excel, Customer Satisfaction, Teamwork, Leadership, Data Analysis, Outlook, Salesforce.com, PowerPoint
Education
University of Massachusetts Lowell 2007 — 2010
BSBA, Management and Marketing
University of Miami - School of Business 2005 — 2007
BSBA, Business Management
Ruffalo Noel Levitz February 2015 - Present
Executive Office Suites December 2014 - January 2015
Best Fitness June 2014 - December 2014
Putnam Investments December 2013 - March 2014
Serengetee LLC September 2013 - December 2013
Immunotrex Biologics June 2013 - September 2013
Skills
Microsoft Excel, Video Production, Video Editing, Social Networking, Research, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Customer Service
Education
University of Massachusetts at Lowell 2012 — 2016
Bachelor of Business Administration (B.B.A.), Marketing/Management
University of Massachusetts, Amherst 2011 — 2012
Talk Sweet Deals January 2015 - Present
University of Massachusetts Lowell September 2014 - Present
University of Massachusetts Lowell September 2014 - Present
University of Massachusetts Lowell April 2013 - August 2014
Massachusetts Medical Device Development Center December 2011 - April 2013
University of Massachusetts Lowell September 2011 - April 2013
Immunotrex Biologics May 2012 - September 2012
5G Medical March 2011 - September 2011
Putnam Investments December 2009 - May 2010
Skills
Market Research, Business Planning, Entrepreneurship, Marketing, Research, Microsoft Office, Start-ups, Data Analysis, Project Management, Market Analysis, Time Management, Advertising, Enterprise Software, Leadership, Social Media Marketing, Microsoft Word, Microsoft Excel
Education
University of Massachusetts at Lowell 2011 — 2012
Master's degree, Innovation and Technological Entrepreneurship, 3.9
University of Massachusetts at Lowell 2007 — 2011
Finance and Marketing, Business
Putnam Investments August 2011 - June 2013
Putnam Investments July 2010 - July 2011
Putnam Investments July 2007 - July 2010
Skills
Equities, Equity Research, Bloomberg, Investments, Financial Modeling, Mutual Funds, Valuation, Series 7, Portfolio Management, Asset Managment, Capital Markets, Series 63, Financial Analysis, Equity Valuation, Due Diligence, Investment Banking, Alternative Investments
Education
UMass Lowell 2001 — 2005
Bachelor of Science (B.S.), Business Administration, (Finance & Management concentrations)
Fidelity Investments September 2014 - Present
VMTurbo April 2014 - September 2014
VMTurbo November 2013 - April 2014
Oracle June 2013 - November 2013
Putnam Investments August 2011 - June 2013
Skills
VMTurbo, Business Development, Time Management, Management, PeopleSoft, Customer Service, Leadership, CRM, Recruiting, Account Management, Sales Operations, Cold Calling, Strategy, Social Media
Education
University of Massachusetts Dartmouth
Bachelor of Science (BS), Accounting
Comcast Cable April 2011 - June 2014
The CCS Companies October 2010 - April 2011
ADP May 2010 - October 2010
Putnam Investments October 2007 - May 2009
CVS Caremark Corporation June 2004 - October 2007
Skills
PowerPoint, Microsoft Excel, Photoshop, Microsoft Word, Illustrator, HTML, iMovie, GIMP, Outlook, Cocos2d, Microsoft Publisher, SharePoint, Creative Writing, Newsletters, Social Networking, Team Leadership, Troubleshooting, OS X, Adobe Acrobat, Customer Service, Access, Analysis, Technical Support, Microsoft Office, Leadership
Education
University of Massachusetts at Lowell 2010 — 2014
Bachelor of Business Administration (B.B.A.), Management Information Systems/Entrepreneurship
Barton Associates Inc. July 2015 - Present
Enterprise Rent-A-Car October 2012 - April 2015
Enterprise Rent-A-Car May 2012 - October 2012
Enterprise Rent-A-Car June 2011 - May 2012
Putnam Investments December 2007 - May 2009
Skills
Management, Leadership, Sales, Online Marketing, Customer Service, Marketing, Microsoft Office, Microsoft Excel, Time Management, PowerPoint, Social Networking, Training, Account Management
Education
University of Massachusetts at Lowell
Bachelor of Science (B.S.), Business Administration - Marketing & Management Concentration
Liberty Mutual Insurance March 2014 - Present
Enterprise Rent-A-Car July 2010 - December 2013
Putnam Investments December 2007 - May 2008
EXPRESS May 2006 - November 2007
Skills
Microsoft Office, Customer Service, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Accounting, Customer Satisfaction, Time Management, Sales, Data Entry, Access, Marketing, Management, Accounts Receivable, Leadership, Account Management, Training
Education
University of Massachusetts Lowell 2006 — 2010
Bachelor of Science Business Administration;, Marketing and Management
Mondo IT Resourcing April 2013 - Present
Bluewolf May 2012 - Present
Aerotek Commercial June 2010 - May 2012
Daniel J. Flynn & Co. February 2007 - January 2009
Putnam Investments September 2005 - March 2006
Quarry Hills Association May 2004 - September 2005
Skills
Temporary Placement, Contract Recruitment, Technical Recruiting, Cold Calling, Applicant Tracking..., Talent Acquisition, Recruiting, Sourcing, PeopleSoft, Human Resources, Employee Relations, Account Management, Talent Management, Internet Recruiting, Sales, Contract Negotiation, Screening Resumes, Business Development, New Business Development, Customer Service, Salesforce.com, Staff Augmentation, Executive Search, Onboarding, Permanent Placement, Vendor Management, Lead Generation, Consulting, Management, Leadership, SaaS
Education
University of Massachusetts Dartmouth 2002 — 2006
Operations Management, Business
Boston College High School 1999 — 2002
BTS Asset Management January 2014 - Present
BTS Asset Management August 2011 - January 2014
Putnam Investments January 2008 - August 2011
Skills
Teamwork, Microsoft Excel, Account Management, Customer Service, Financial Analysis, Microsoft Office, Sales, Outlook, Data Analysis, Time Management, Financial Services, Mutual Funds, Operations Management, Team Building, Series 63, Investments, Securities, Investment Advisory, Process Improvement, Call Centers, Series 6, Asset Allocation, Series 7, Relationship Management, Asset Management, Analysis, Finance, Management, Leadership
Education
University of Massachusetts Dartmouth 2003 — 2007
Finance, Business
Loomis, Sayles & Company June 2014 - Present
Loomis, Sayles & Company January 2012 - June 2014
Putnam Investments September 2010 - January 2012
Putnam Investments June 2010 - September 2010
Putnam Investments December 2007 - June 2010
Skills
Fixed Income
Education
University of Massachusetts Lowell 2006 — 2010
BS, Finance
Georgia Institute of Technology March 2014 - Present
Kennesaw State University September 2011 - March 2014
Kennesaw State University October 2008 - September 2011
Kennesaw State University July 2005 - October 2008
Putnam Investments August 1999 - March 2004
Skills
Data Entry, PowerPoint, Student Affairs, Event Planning, Higher Education, Training, Budgets, Management, Payroll, Leadership, Community Outreach, Microsoft Office, Program Development, Nonprofits
Education
University of Massachusetts Dartmouth 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
WTS Proprietary Trading Group - Boston June 2013 - Present
State Street Bank April 2012 - June 2013
State Street Bank May 2011 - April 2012
UMass Dartmouth September 2007 - May 2011
The Massachusetts Office of International Trade and Investment May 2010 - August 2010
Putnam Investments December 2008 - September 2009
Skills
Customer Relations, Customer Acquisition, Entrepreneurship, Microsoft Office, Accounting, Research, Funding, Financial Analysis, Financial Reporting, Financial Accounting, Financial Risk, Financial Audits, Finance, Sales Operations, Customer Service, Client Development, Product Development
Education
University of Massachusetts Dartmouth 2007 — 2011
BS, Finance
Lorenzo de' Medici - Roma 2009 — 2010
Yes, Global Economics, International Marketing, Italian Language
Fidelity Investments April 2007 - Present
Putnam Investments November 1996 - April 2007
Morale, Welfare & Recreation - Officers' Club - US Navy July 1991 - March 2002
Skills
Investments, Mutual Funds, Financial Services, Financial Analysis, Customer Service, Communication Skills, Presentations, Project Management, Leadership, Business Analysis
Education
University of Massachusetts Dartmouth 1992 — 1996
BS, Finance
BMC Durfee High School
The Wanted Saloon 2 Music and Moonshine August 2014 - Present
The Wanted Saloon Inc. November 2012 - Present
Self Employed July 2012 - Present
VBrightstar Economic Development September 2012 - September 2014
United States Air Force May 2011 - July 2012
United States Air Force February 2008 - May 2011
United States Air Force March 2010 - August 2010
H&R Block December 2007 - March 2008
MCW Construction February 2006 - August 2007
Putnam Investments September 2006 - May 2007
Skills
PowerPoint, Contract Management, Customer Service, New Business Development, Management, Analysis, Business Development, Entrepreneurship, Proposal Writing, Program Management, Budgets, Project Management, Strategy, Procurement, Government, Microsoft Word, Financial Accounting, Financial Planning, Team Building, Leadership
Education
University of Massachusetts at Lowell 2004 — 2009
Bachelor of Science (B.S.), Accounting and Finance
Beth Israel Deaconess Healthcare March 2015 - Present
athenahealth May 2010 - January 2015
Fidelity Investments March 2007 - February 2009
Fidelity Investments July 2005 - March 2007
Broadridge (Formerly ADP) December 2000 - July 2005
John Hancock December 1998 - December 2000
Putnam Investments March 1998 - December 1998
Putnam Investments May 1997 - March 1998
Investors Bank & Trust October 1996 - May 1997
Skills
Healthcare Information..., Project Management, Clinical Systems..., PMIS Implementation, EMR Training, System Optimization, Meaningful Use, Software Implementation, Patient Engagement..., Population Health, Ambulatory Revenue..., Clinical System..., Patient Portal, Process Improvement, Business Development, Outsourcing, Contract Negotiation, Strategy, Financial Services, 401k Implementation
Education
University of Massachusetts Lowell
Putnam Investments October 2011 - Present
Market Basket May 2009 - December 2012
Skills
Microsoft Office, Google APPS, TA 2000, DST Vision
Education
University of Massachusetts Lowell 2010 — 2014
Bachelor of Science in Business Administration, Dual Concentration in Finance and Management
M.Gemi August 2015 - Present
OYO Sports April 2014 - August 2015
Raytheon Integrated Defense Systems June 2012 - April 2014
Tiger Group, LLC February 2012 - June 2012
Putnam Investments June 2011 - January 2012
University of Massachusetts Lowell 2008 - December 2011
Raytheon Integrated Defense Systems June 2008 - September 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Access, Financial Analysis, Outlook, Finance, Data Analysis, Data Mining, Manufacturing Processes, Manufacturing Operations, Financial Modeling, Sales, Management, Account Reconciliation, Teamwork, Marketing, Analysis, Supply Chain, Leadership, Procurement, Manufacturing, Process Improvement, Earned Value Management, Budgets, Operations Management, Project Management, Requirements Management, Financial Reporting, Accounting, SAP, Business Analysis, Inventory Management, Continuous Improvement, Six Sigma, Business Planning, Value Stream Mapping, Root Cause Analysis, Financial Accounting, Kaizen, Analytics
Education
University of Massachusetts at Lowell 2008 — 2011
Bachelors, Business Administration - Finance
Cambridge Brewing Company March 2015 - Present
Cambridge Brewing Company December 2013 - March 2015
Putnam Investments June 2012 - December 2013
Putnam Investments January 2010 - June 2012
Putnam Investments July 2008 - December 2009
Putnam Investments December 2006 - June 2008
Skills
Tomcat, Java, Ant, Struts, JSP, JBoss Application Server, Maven, Shell Scripting, PL/SQL, Microsoft Excel
Education
University of Massachusetts at Lowell 2003 — 2008
BS, Management Information Systems
Medline Industries June 2012 - Present
Medline Industries February 2010 - June 2012
Winter Wyman February 2007 - February 2010
The UPS Store February 2002 - January 2007
Putnam Investments June 1997 - February 2002
Skills
Durable Medical..., Recruiting, Cold Calling, Account Management, Customer Service, Management, Applicant Tracking..., Marketing, Sales Operations, Healthcare, Sales Process, Selling, Time Management, Medical Devices, Temporary Staffing, Leadership, Sales, Strategic Planning, Internet Recruiting, Talent Acquisition, Sales Management, Sourcing, Team Building, Process Improvement, New Business Development, Contract Negotiation, Training, Cross-functional Team..., Marketing Strategy, Managed Care
Education
University of Massachusetts at Lowell 1998 — 2002
Bachelor of Science (BS), Business Administration, Management and Operations
COMSOL, Inc. May 2009 - Present
Putnam Investments June 2008 - February 2009
Clivus Multrum, Inc. October 2006 - June 2008
BAS, Inc. June 2001 - June 2008
Skills
Marketing Communications, Marketing, Sales, Email Marketing, Salesforce.com, Event Planning, Lead Generation, Customer Retention, Trade Shows, Marketing Management, Event Management, CRM, Distributor Relations, Distributors, Management, Marketing Strategy, Social Media, Direct Marketing, Customer Service, Loyalty Programs, Subscriptions, Subscription Sales
Education
University of Massachusetts Lowell 2004 — 2007
B.S.
Putnam Investments December 2014 - Present
Comcast Co. March 2012 - May 2014
RadioShack January 2010 - February 2012
Skills
Sales, Customer Service, Customer Satisfaction, Marketing, Sales Management, Time Management, Leadership, Management, Account Management, Sales Operations, Social Media, Team Leadership
Education
University of Massachusetts Lowell 2009 — 2014
Bachelor’s Degree, B.S Business Administration and Finance
Xcerra Corporation August 2015 - Present
Simpson Gumpertz & Heger Inc. October 2013 - July 2015
Simpson Gumpertz & Heger Inc. June 2012 - September 2013
Shaw's Supermarkets July 2005 - September 2012
Putnam Investments June 2011 - June 2012
Skills
Accounting, Microsoft Excel, Financial Reporting, Outlook, Accounts Payable, QuickBooks, Financial Analysis, Accounts Receivable
Education
University of Massachusetts Lowell 2009 — 2012
Putnam Investments June 2015 - Present
Hewlett-Packard Financial Services February 2012 - September 2014
United Parcel Service November 2011 - December 2011
Skills
Business Analysis, Process Improvement, Project Management, Vendor Management, Leadership, Change Management, Team Leadership, Business Process..., Management, SDLC, Marketing Strategy, Outsourcing, Project Planning
Education
University of Massachusetts Lowell 1984 — 1989
Bachelor of Science-Business Administration, Business Administration, Management and Operations
University of Massachusetts Lowell 1984 — 1989
Bachelor's degree, Business Administration and Management, General
Eagle Investment Systems October 2013 - Present
Putnam Investments January 2013 - June 2013
UMass Lowell Lydon Library September 2008 - December 2012
RuffaloCODY August 2010 - December 2011
Polar Beverages May 2009 - August 2011
Skills
Microsoft Office, R, Python, Oracle Applications, Computer Language, SAS programming, Tableau, sas, C#, SAS, Research, SQL, Public Speaking, Teamwork, Databases, Data Mining, Analysis, Programming, Oracle, Microsoft Excel
Education
University of Massachusetts Lowell 2015 — 2016
Master’s Degree, Information Technology
University of Massachusetts at Lowell 2008 — 2012
Bachelor of Science (B.S.), Mathematics with Computer Science concentration
Datto, Inc. January 2015 - Present
Datto, Inc. December 2014 - January 2015
Backupify (Acquired by Datto 12/14) January 2014 - December 2014
Backupify September 2013 - January 2014
Putnam Investments September 2006 - December 2009
Skills
Customer Engagement, SaaS, Management, Cloud Computing, Customer Service, Sales Process, New Business Development, Training, Call Centers, Superior Client Service, Cloud Applications, Cloud Storage, Press Releases, Small Business, Network Security, Customer Satisfaction, Backup Solutions, Google Apps, Salesforce.com
Education
University of Massachusetts Lowell
Bachelor’s Degree, Business Administration; Marketing and Management
Uxbridge High School
Oracle August 2015 - Present
Fitness Together March 2012 - Present
"Tyler's Night" (Cystic Fibrosis Foundation) September 2006 - Present
Epsilon December 2014 - May 2015
Steward Health Care September 2012 - December 2014
Eversave March 2011 - November 2011
Putnam Investments November 2009 - March 2011
Skills
Social Media Marketing, Account Management, Salesforce.com, Marketing Strategy, Networking, Selling, Coaching, Customer Relations, Event Management, Social Media, Online Marketing, Promotions, Client Aquisition, Advertising Sales, Time Management, Event Planning, Writing, Cold Calling, Public Speaking, Training, Lead Generation, Microsoft Office, Word, Outlook, PowerPoint, Windows, Excel, Customer Service, Facebook, Marketing, Marketing Communications, Microsoft Excel, Sales
Education
University of Massachusetts at Lowell
B.S.B.A, Double Concentration; Marketing and Management
Baystate Financial Services January 2012 - Present
BNY Mellon April 2001 - January 2012
Putnam Investments November 1996 - April 2001
Skills
Financial Services, Fixed Income, Relationship Management, Account Reconciliation, Bloomberg, Back Office, Series 7
Education
University of Massachusetts Dartmouth 1992 — 1996
Bachelor of Arts, Finance
FusionStorm May 2013 - Present
Toshiba Business Solutions October 2007 - April 2013
Putnam Investments 2006 - 2007
Skills
Salesforce.com, Direct Sales, Document Management, Sales, Data Center, SaaS, Virtualization, Professional Services, Storage, Cloud Computing, Enterprise Software, Managed Services
Education
University of Massachusetts Dartmouth 2003 — 2007
Bachelors, Finanace
Medford High School
Putnam Investments October 2014 - Present
Putnam Investments October 2012 - Present
Putnam Investments June 2011 - October 2012
Pure Hockey July 2009 - June 2011
Melissa's October 2006 - January 2008
Skills
Customer Service, Sales, Mutual Funds, PowerPoint, Microsoft Excel, Microsoft Word, Finance, Microsoft Office, Investments, Outlook, Banking, Social Networking
Education
University of Massachusetts Lowell 2008 — 2012
Business Administration, Finance
McGladrey July 2010 - June 2013
Caturano and Company (Acquired by McGladrey) January 2007 - July 2010
Putnam Investments July 2006 - December 2006
Putnam Investments September 2005 - July 2006
United States Marine Corps June 2004 - June 2005
United States Marine Corps September 1998 - September 2002
Skills
GAAP, SEC filings, Accounting, US GAAP, Construction Accounting, Revenue Recognition, Financial Accounting, Auditing, Financial Statements, Employee Benefits, Internal Controls, Employee Benefit Plan..., SEC reporting, External Audit, Software Revenue..., SOP 97-2, VSOE
Education
University of Massachusetts Lowell 2012 — 2014
Master of Business Administration (MBA), Finance, General, 3.8
University of Massachusetts at Lowell 2002 — 2006
Bachelor of Science (BS), Accounting, 3.5
McGladrey LLP November 2011 - Present
M/A-COM Technology Solutions April 2010 - October 2011
Putnam Investments November 2009 - April 2010
Skills
US GAAP, CPA, Financial Reporting, GAAP, Financial Analysis, Internal Controls
Education
University of Massachusetts at Lowell 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Mercer Benefits Administration January 2015 - Present
Mercer Benefits Administration May 2013 - December 2014
Mercer Benefits Administration July 2009 - April 2013
Mercer Benefits Administration May 2006 - June 2009
Putnam Investments September 2000 - May 2006
Skills
Financial Services, Business Development, Outsourcing, Business Strategy, Product Strategy, Product Design, Product Development, Product Launch, Product Marketing, Product Management, Strategic Partnerships, Vendor Management, Relationship Management, Team Leadership, Program Management, Agile & Waterfall..., User Experience, Mobile Technology, Retirement, Defined Contribution, Qualified Retirement..., 401k, Retirement Plan Design, IRAs, 401k Rollovers, Investment Advisory..., Retirement Income, Guaranteed Lifetime..., Brokerage, Investments, Mutual Funds, Personal Financial..., Financial Education, Pensions, Cross-functional Team..., Leadership, Competitive Analysis
Education
University of Massachusetts Lowell 1999 — 2003
Bachelor of Science in Business Administration, Management, Finance
Bunker Hill Community College September 2012 - Present
Bunker Hill Community College April 2011 - September 2012
Balanced Webs June 2005 - August 2011
Worcester Public Schools November 2008 - April 2011
United Chamber of Commerce 2003 - 2007
Putnam Investments 1995 - 2005
Skills
Marketing, Process Improvement, Web Development, CMS, SEO, Training, Web Analytics, Web Content Management, Newsletters, Wordpress, Social Networking, Software Documentation, Web Design, Content Management, Website Development, WordPress
Education
University of Massachusetts at Lowell 1985 — 1989
BSBA, Marketing
Global American Staffing September 2008 - Present
Hoffman Recruiters March 2003 - August 2008
Bankers Residential Appraisal Servives January 2003 - March 2007
Putnam Investments January 2001 - February 2003
Skills
Technical Recruiting, Contract Recruitment, Talent Acquisition, Internet Recruiting, Staffing Services, Applicant Tracking..., Sourcing, Cold Calling, Recruiting, College Recruiting, Benefits Negotiation, Executive Search, Temporary Placement, Interviews, Talent Management, Screening, Coaching, Management, Temporary Staffing, Networking, Permanent Placement, CRM, Leadership, Hiring, Sales, Screening Resumes, Human Resources, Contract Negotiation, Building Relationships, Staff Augmentation, Recruitment Advertising, Consulting, Business Networking, Client Development, Resume Writing, Employee Relations, Information Technology, Onboarding, Negotiation, Account Management, Engineering, Business Development, Training, Program Management, Project Management, Project Planning, Microsoft Office, Customer Service, Team Building
Education
Foxborough High School 1991 — 1995
University of Massachusetts at Lowell
Dual Bachelor's of Science, Criminal Justice and Psychology
Eagle Investment Systems September 2000 - Present
State Street Bank July 1996 - September 2000
Putnam Investments December 1994 - July 1996
State Street Bank August 1992 - December 1994
Skills
Mutual Funds, Fixed Income, Equities, Business Analysis
Education
University of Massachusetts Dartmouth 1988 — 1992
Finance
Morgan Stanley November 2005 - Present
State Street 2004 - 2005
Pioneer Investments October 2001 - October 2004
Putnam Investments October 1999 - October 2001
Skills
Series 7, Series 63, Fixed Income, Equities, Alternative Investments, Hedge Funds, Bloomberg, Asset Allocation, Capital Markets, Mutual Funds, Securities, Asset Management, Derivatives, Investments, Portfolio Management, Investment Strategies, Wealth Management, FINRA, Investment Management, Investment Banking, ETFs, Valuation, Series 24
Education
University of Massachusetts Lowell 1997 — 2001
BS, Finance
Putnam Investments January 2001 - April 2004
aaiPharma January 1996 - January 2001
Skills
Cisco Technologies, Disaster Recovery, VPN, Network Security, Windows Server, VMware, Troubleshooting, Active Directory, TCP/IP, Network Architecture, Virtualization, SQL, Firewalls, Team Leadership, Security, Servers, VoIP, Unix, Solaris, Project Management, WAN, Integration, Data Center, Networking, System Administration, Network Administration, Linux, Switches, IT Management
Education
University of Massachusetts Lowell 1998 — 2006
BSIT, Information Technology
Worcester Polytechnic Institute 1991 — 1994
Electrical Engineering
Energetiq Technology, Inc. April 2015 - Present
Standard Electric November 2014 - April 2015
Standard Electric October 2014 - November 2014
Energetiq Technology, Inc. March 2013 - October 2014
Energetiq Technology, Inc. March 2010 - March 2013
Student Activities and Multicultural Affairs September 2005 - June 2009
Putnam Investments September 2007 - June 2008
Skills
Event Planning, Marketing, Microsoft Office, PowerPoint, Facebook, Customer Service, Microsoft Excel, Training, Microsoft Word, Outlook, Management, Social Media, Trade Shows, Vendor Relationships, Budgets, Software Documentation, Corporate Events, Internal Communications, Purchasing, Accounting, Public Speaking, Direct Sales, Project Management, Account Management
Education
University of Massachusetts at Lowell 2005 — 2009
Bachelors, Finance/Management
Kroger February 2009 - Present
First Marblehead March 2008 - February 2009
First Marblehead Corporation January 2006 - March 2008
Putnam Investments June 2003 - January 2006
Putnam Investments October 2002 - June 2003
Skills
Test Automation, SDLC, Quality Center, Quality Assurance, Testing, Regression Testing, QTP, iTKO LISA, Software Quality..., Software Development, Visio, Test Planning, User Acceptance Testing, Performance Testing, Test Cases, System Testing, Test Management, Waterfall, Manual Testing, JIRA
Education
University of Massachusetts Lowell 2000 — 2004
BSBA, Management Information Systems
Great West Life July 2011 - Present
Putnam Investments January 2010 - June 2011
Market Basket Food Store April 2002 - December 2010
Putnam Investments December 2008 - December 2009
Education
University of Massachusetts Lowell 2006 — 2010
Bachelor of Science in Business Administration, Concentrations in Management and Finance
Putnam Investments December 2007 - Present
Skills
Management, Finance, Auditing, Internal Audit, Research, Equities, Mutual Funds, Investments, Financial Services, Securities, Financial Analysis, 401k, Financial Modeling
Education
University of Massachusetts Dartmouth 2004 — 2009
Bachelor of Finance, Finance, General
University of Massachusetts Dartmouth 2004 — 2008
Bachelor's degree, Finance, General
Putnam Investments May 2015 - Present
Putnam Investments December 2014 - Present
MFS Investment Management December 2013 - July 2014
Arbor Networks July 2012 - December 2013
Golf Town June 2010 - June 2012
Skills
Sales Operations, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Investments, Sales
Education
UMass Lowell 2010 — 2014
Finance
Medford High School
iBasis May 2007 - Present
iBasis May 2006 - May 2007
Concentra May 2005 - May 2006
Putnam Investments 2004 - 2005
Skills
Business Strategy, Team Leadership, Project Management, Microsoft Office, Process Improvement, Microsoft Excel, Financial Analysis
Education
University of Massachusetts Lowell 2001 — 2005
BA
TD Bank February 2012 - Present
TD Bank October 2010 - February 2012
Putnam Investments January 2006 - December 2009
Putnam Investments October 2002 - May 2006
Putnam Investments May 2004 - January 2006
Heritage Farm March 2002 - October 2004
Skills
Call Center, FINRA, Mutual Funds, Telephone Skills, Customer Service, Finance, Loans, Lotus Notes, Call Centers, Time Management, Sales, Investments, Customer Satisfaction, Software Documentation, Performance Management, Financial Services, Outlook, Retail Banking, Leadership, Securities, Financial Analysis, Relationship Management, Access, Series 6, Series 24, Microsoft Office, Employee Benefits, Risk Management, Internal Audit, Banking, Series 63, Credit, Interviews, Internal Controls, Auditing, Microsoft Word, Customer Retention, Microsoft Excel, Insurance, Data Entry
Education
University of Massachusetts at Lowell 1997 — 2005
Accounting
Putnam Investments October 2011 - Present
The 442 Studio November 2010 - Present
Putnam Investments March 2008 - October 2011
Putnam Investments 2004 - March 2008
Skills
Testing, Cross-functional Team..., Lotus Notes, User Acceptance Testing, Business Objects, Mutual Funds, Finance, Financial Analysis, Access, Process Improvement, Relationship Management, Project Management, Analysis, Marketing, Vendor Management, Business Analysis
Education
University of Massachusetts at Lowell 2003 — 2006
BSBA, Marketing
Liberty Mutual Insurance December 2013 - Present
Liberty Mutual Insurance April 2012 - December 2013
Liberty Mutual Insurance April 2011 - April 2012
Liberty Mutual Insurance April 2010 - April 2011
Liberty Mutual Insurance July 2009 - April 2010
Hasbro Inc. October 2007 - April 2009
Putnam Investments February 2007 - October 2007
Skills
Business Intelligence, Integration, Software Documentation, Analysis, Visual Basic, SDLC, Project Management, Strategy, Business Requirements, Business Process..., Technology Integration, SAP ERP, Microsoft Office, Visio, User Acceptance Testing, Sales, Customer Service, Marketing Strategy, Sales Operations
Education
University of Massachusetts Dartmouth 2005 — 2009
Bachelor of Science, Management Information Systems (MIS)
City of New Bedford February 2013 - Present
State Street Bank July 2011 - Present
Putnam Investments January 2003 - January 2007
Putnam Investments 2003 - 2004
Education
Gloucester High School 1989 — 2004
University of Massachusetts Dartmouth 1998 — 2003
Kronos June 2015 - Present
Kronos October 2011 - June 2015
Kronos September 2008 - October 2011
Enterprise Rent -A-Car February 2007 - August 2008
Putnam Investments 2004 - 2006
Skills
Accounting, Excel, Great Plains, Financial Reporting, Financial Analysis, General Ledger, Finance, Great Plains Software, Account Reconciliation, Microsoft Excel, Forecasting, Revenue Recognition, Budgets, Management, Financial Accounting, Business Analysis, Process Improvement
Education
University of Massachusetts at Lowell 2002 — 2006
BSBA, Accounting
PROMETRIKA January 2012 - Present
PROMETRIKA 2005 - December 2011
MURO Pharmaceuticals 1999 - 2003
Muro / Asta Medica 1999 - 2003
Putnam Investments 1995 - 1999
Education
University of Massachusetts Lowell 1990 — 1995
Smith & Nephew August 2015 - Present
Enel Green Power North America, Inc. June 2015 - August 2015
Enel Green Power North America, Inc. September 2014 - June 2015
Keurig, Inc. January 2012 - September 2014
Keurig Green Mountain, Inc. June 2009 - January 2012
Cowan, Bolduc, Doherty, & Co. August 2007 - April 2009
Putnam Investments November 2006 - June 2007
Skills
Financial Reporting, Auditing, Accruals, Journal Entries, Inventory Reconciliation, PeopleSoft, Great Plains, Financial Accounting, Financial Statements
Education
University of Massachusetts at Lowell 2008 — 2012
Masters, Business Administration
University of Massachusetts Lowell 2003 — 2007
Bachelors, Accounting
Bank of New York Mellon September 1999 - Present
Putnam Investments July 1998 - September 1999
Prudential Preferred Financial Services June 1997 - February 1998
Skills
Corporate Actions, Risk Management, Fixed Income, Customer Service, Fund Accounting, Equities, SWIFT payments, Global Custody, Bloomberg, Banking, Back Office, Investments, Business Analysis, Mutual Funds, Financial Services, Settlement, Securities, Sales, Trading Systems, FX Options, Insurance, Derivatives, Middle Office, Account Reconciliation, Hedge Funds, Asset Management, SDLC, Relationship Management, Payments, Securities Lending, Capital Markets, Financial Markets, Financial Risk, Trading, Alternative Investments, Bonds, SWIFT Payments
Education
University of Massachusetts Lowell 1995 — 1997
MBA, General Management
University of Massachusetts, Amherst 1990 — 1995
BS, Plant & Soil Science
Pingree School 1988 — 1990
High School
Brown Brothers Harriman January 2006 - Present
Putnam Investments 2002 - 2006
Education
University of Massachusetts Dartmouth 1999 — 2003
State Street November 2014 - Present
Spencer Bank July 2013 - July 2014
Bank of America August 2011 - July 2013
Six Flags February 2007 - September 2010
Bank of America August 2005 - February 2007
Putnam Investments January 1995 - August 2005
Eastern Airlines August 1980 - August 1985
Skills
Coaching
Education
University of Massachusetts Dartmouth 1978 — 1980
Fidelity Investments March 2008 - December 2013
Fidelity Investments April 2005 - March 2008
Putnam Investments 2000 - 2005
Skills
Mutual Funds
Education
University of Massachusetts Lowell
Handy Guy LLC June 2014 - Present
Gannett Welsh & Kotler April 2007 - June 2014
Putnam Investments 2000 - 2007
Skills
Series 63, Series 6, Mutual Funds, Fixed Income, Bloomberg, Asset Allocation, Securities, Asset Management, Equities, Investments, Portfolio Management, Wealth Management, Alternative Investments, Financial Services, Hedge Funds, Relationship Management
Education
University of Massachusetts Lowell 1998 — 2002
Wilmington High School 1994 — 1998
Franklin Templeton Investments August 2004 - Present
Putnam Investments 2001 - 2004
Putnam Investments 2001 - 2004
Putnam Investments 2001 - 2004
Education
University of Massachusetts Dartmouth
Finance
Putnam Investments May 2009 - Present
Putnam Investments May 2008 - May 2009
Education
University of Massachusetts Dartmouth 2004 — 2008
Bachelors, Finance
Scituate High School 2003 — 2004
Vermont Academy
JPMorgan Chase & Co. September 2010 - Present
Plymouth South High School September 2009 - June 2010
Putnam Investments December 2006 - August 2008
Skills
Financial Services, Finance, Financial Analysis, Investments, Portfolio Management, Risk Management, Credit, Credit Analysis, Equities, Financial Modeling, Mortgage Lending, Relationship Management, Customer Service, Microsoft Excel, Microsoft Office
Education
University of Massachusetts Dartmouth 2003 — 2007
BA, Finance
Enel Green Power North America, Inc. July 2014 - Present
Chase Paymentech July 2011 - January 2014
JPMorgan Chase July 2010 - December 2010
JPMorgan Chase January 2010 - June 2010
MFS November 2008 - July 2009
Fidelity Investments 2005 - 2008
Putnam investments 2002 - 2003
Skills
Excel, PeopleSoft, Reconciliation, Cash, Accounting, Fund Accounting, Equities, Funding, Account Reconciliation, SAP, Settlement, Financial Services, Financial Analysis, Financial Reporting, Fund Administration, Microsoft Excel
Education
University of Massachusetts Lowell 1998 — 2002
Business Administration, Finance
The Hartford August 2015 - Present
Spirit Airlines February 2015 - August 2015
Appleby & Wyman Insurance Agency, Inc. June 2013 - January 2015
Ipswich Bay Advisors August 2011 - June 2013
Thomas Gregory Associates October 2000 - August 2011
Putnam Investments October 1991 - March 1995
ATA Airlines February 1989 - January 1991
Skills
Employee Benefits, Insurance
Education
University of Massachusetts Lowell 1982 — 1986
Management Information Systems
Infinity Fitness September 2014 - Present
Fitness Together July 2009 - June 2014
Putnam Investments September 2007 - June 2008
Skills
Coaching, Customer Service, Healthcare, Microsoft Excel, Microsoft Office, Team Building, PowerPoint, Process Improvement
Education
University of Massachusetts Lowell 2003 — 2007
Bachelors, Economics
Charles River Development February 2011 - Present
Charles River Development December 2004 - May 2011
Fidelity Investments September 2000 - July 2004
ScanSoft January 2000 - January 2001
Fidelity Investments August 1998 - December 1999
Putnam Investments October 1997 - August 1998
Art Technology Group September 1996 - October 1997
Pro CD December 1995 - September 1996
National Tribology Services July 1993 - August 1995
Skills
Options, Fixed Income, Derivatives, Equities, Trading, Swaps, Order Management, Portfolio Management, Compliance, Software Engineering, Trading Systems, Electronic Trading, Market Data, Equity Derivatives, Trading Strategies, Financial Markets, FX trading, Equity Trading, Interest Rate..., Hedge Funds, Bloomberg, Asset Management, Market Risk, Credit Risk, Credit Derivatives, Fixed Income Trading, Java, C#, Technical Leadership, FX Options, Asset Managment, SQL, Risk Management, Oracle, Back Office, Microsoft SQL Server, Software Development, Databases, .NET, Perl, Exchange Connectivity, Quantitative Finance, Integration, Middle Office, Web Applications, Multithreading
Education
University of Massachusetts Lowell 1988 — 1993
BS, Physics
Peabody High School
Imbibe! Denver / Denver off the Wagon / Denver Passport September 2013 - Present
Illegal Pete's June 2013 - Present
Anthropologie October 2013 - April 2014
The Owl Mag May 2013 - February 2014
Fidelity Investments July 2012 - March 2013
Fidelity Investments October 2011 - July 2012
Fidelity Investments October 2009 - October 2011
Putnam Investments September 2007 - October 2009
Skills
Investments, Mutual Funds, Financial Analysis, Access, Outlook, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Finance, Project Management, Spreadsheets, Account Reconciliation, Financial Reporting, Process Improvement, Analysis
Education
University of Massachusetts at Lowell 2005 — 2009
BS, Finance
Charles River Analytics April 2014 - Present
McGraw Hill Financial April 2013 - April 2014
McGraw-Hill Construction June 2011 - April 2013
Monitor Group June 2010 - June 2011
Capital One February 2008 - October 2008
Putnam Investments 2006 - 2008
Skills
Salesforce.com, Strategy, Business Development, Data Analysis, Analysis, Financial Modeling, Forecasting, Microsoft Excel, Analytics, Business Analysis, Competitive Analysis, Market Research, Financial Analysis, Management, Business Strategy, Finance, CRM, Project Management, Management Consulting, Cross-functional Team..., Process Improvement, Marketing Strategy
Education
Framingham State University 2011 — 2013
Master of Business Administration (MBA)
University of Massachusetts Dartmouth 2003 — 2007
Bachelor of Science (BS), Finance/Economics
Waltham High School
John Hancock 2010 - Present
John Hancock Life Insurance Company (U.S.A.) June 2010 - November 2011
Putnam Investments April 2008 - February 2009
Skills
529 Plans, 401k, FINRA, Fixed Annuities, Bloomberg, Series 6, Series 63, Variable Annuities, Mutual Funds, Series 7
Education
University of Massachusetts Dartmouth 2001 — 2006
Bachelors, Finance
C.L. Hollis Insurance Agency Inc. January 2007 - Present
Putnam Investments 2004 - 2007
Skills
Insurance, Workers Compensation, Property & Casualty..., Homeowners, Auto, Liability, Commercial Insurance, Underwriting
Education
University of Massachusetts Dartmouth 1999 — 2003
finance
One Beacon Producer Class
Fidelity Investments February 2007 - Present
Mercer HR Services 2006 - 2007
Putnam Investments 1997 - December 2006
Skills
Mutual Funds, Financial Services, Investments, Relationship Management, Process Improvement, Securities, Series 63, Risk Management, 401k, Series 7, Equities, Call Centers
Education
UMass Lowell 1991 — 1994
Accounting/Finance
UMass Lowell 1982 — 1984
MSN, Gerontological Nursing
UMass - Lowell 1978 — 1982
BS, Nursing
Putnam Investments June 2008 - March 2009
Education
University of Massachusetts Dartmouth 2005 — 2009
Bachelors, Finance
Nexamp March 2014 - Present
Eze Castle Integration September 2013 - March 2014
Eze Castle Integration June 2009 - September 2013
Massachusetts Dental Society December 2005 - June 2009
The MENTOR Network January 2009 - April 2009
Putnam Investments April 2008 - December 2008
The Cambridge School of Weston May 2007 - September 2007
Skills
Financial Reporting, Financial Analysis, Invoicing, Revenue Recognition, Public Speaking, Accounts Receivable, Financial Statements, Account Reconciliation, Journal Entries, Salesforce.com, ConnectWise, Microsoft Office
Education
Suffolk University - Sawyer School of Management 2011 — 2012
Master of Business Administration (MBA), International Finance
University of Massachusetts Dartmouth 2005 — 2009
Bachelors of Science, Accounting
Roehampton University 2007 — 2008
Semester Abroad, International Business
Waters May 2013 - Present
Waters April 2011 - May 2013
H&R Block December 2009 - May 2011
EMC December 2007 - August 2009
Putnam Investments 2005 - 2006
Putnam Investments 2003 - 2005
Skills
Financial Analysis, Accounting, Forecasting, Tax, Analysis, Budgeting, Excel, Variance Analysis, Account Reconciliation, SAP, Microsoft Excel, Financial Reporting, Finance, Microsoft Office, Budgets, Financial Modeling, SAP BW, Oracle, Essbase, Journal Entries, Headcount, Monthly Close, Ad Hoc Reporting, Highly Adaptable, Attention To Detail, Trend Analysis, Access, Written & Oral..., Financial Mode, Customer Service, Hyperion, PeopleSoft Financial, Process Improvement
Education
University of Massachusetts Dartmouth 2004 — 2007
MBA, Business
University of Massachusetts Dartmouth 2001 — 2004
Bachelors of Science, Finance
Metalor Technologies SA November 2009 - Present
LGC&D) LEFKOWITZ April 2008 - June 2009
BANK RHODE ISLAND February 2007 - April 2008
Putnam Investments October 2004 - October 2007
Putnam Investments October 2000 - October 2004
Skills
Financial Statements, Account Reconciliation, General Ledger, Auditing, Accounting, Journal Entries, GAAP, Budgets
Education
University of Massachusetts Dartmouth 1997 — 2001
BS, Accounting
Corning Life Sciences November 2012 - Present
BD January 2011 - November 2012
TJX August 2010 - November 2010
Putnam Investments December 2009 - August 2010
BD Biosciences June 2007 - February 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Quality Assurance, SAP, Time Management, Lotus Notes, Quality System, Medical Devices, 21 CFR Part 11, CAPA, Design Control, FDA, Validation, Life Sciences, Six Sigma, GMP, Cross-functional Team..., Process Improvement, Biotechnology
Education
University of Massachusetts at Lowell 2006 — 2010
Bachelor of Science in Business Administration, Finance and Marketing
Stowe & Degon LLC August 2010 - Present
PricewaterhouseCoopers July 2007 - August 2010
Putnam Investments September 2006 - December 2006
Education
University of Massachusetts Lowell 2003 — 2007
Bachelors, Accounting
Wells Fargo Global Fund Services March 2006 - Present
Wells Fargo Global Fund Services ( LaCrosse GFS) August 2008 - September 2012
Wells Fargo Global Fund Services (LaCrosse GFS) March 2006 - August 2008
UMass Lowell Career Services January 2003 - May 2005
Putnam Investments September 2004 - December 2004
Skills
Team Leadership, Data Analysis, Hedge Funds, Financial Analysis, Financial Reporting, Fund Accounting, Investor Accounting, Accounting, Fund Administration, Valuation, Equities, Fixed Income
Education
University of Massachusetts at Lowell 2003 — 2005
BSBA, Finance
Middlesex Community College 1999 — 2002
Associate's, Business Administration
State Street June 2012 - Present
Hasbro 2015 - 2015
Hasbro 2015 - 2015
State Street August 2007 - May 2012
Sears Holding Corporation September 2003 - May 2007
Putnam Investments October 2005 - August 2006
Skills
Fixed Income, Investments, Mutual Funds, Equities, Accounting, Fund Accounting, Financial Services, Bloomberg, Finance
Education
University of Massachusetts Dartmouth 2003 — 2007
Baceholor's, Finance
Goodwill Columbus January 2012 - Present
Teleperformance March 2010 - December 2011
Honda of America May 2002 - October 2009
H&R Block September 2005 - April 2006
United Parcels Service January 2000 - January 2004
Sovereign Bank March 2003 - September 2003
Putnam Investments January 1999 - January 2000
Skills
Call Center, Data Entry, Outlook, PeopleSoft, File Management, Customer Service, Credit, Accounts Payable, Access, Teamwork
Education
ITT Technical Institute-Hilliard 2008 — 2010
Associate of Applied Science, Information Technology- Computer Network Systems
Rochester Community and Technical College
Liberal Arts
University of Massachusetts Lowell
BS, Business Administration
Brown Brothers Harriman June 2011 - June 2014
Public Consulting Group December 2010 - June 2011
Mercer Consulting July 2010 - December 2010
Leominster Public Schools June 2009 - August 2009
Putnam Investments January 2009 - June 2009
Digital Federal Credit Union May 2008 - August 2008
Skills
Financial Analysis, Access, Budgets, Equities, Management, Bloomberg, Process Improvement, Financial Risk, Financial Modeling, Risk Management, Databases, Banking, Microsoft Word, Public Speaking, Leadership, Customer Service, Analysis, Microsoft Excel, Finance, Sales, Program Management, Asset Management, PowerPoint, Data Analysis, Fixed Income, Software Documentation, Research, Microsoft Office
Education
University of Massachusetts Dartmouth 2006 — 2010
Bachelors, Finance
Shrewsbury High School
John Hancock Retirement Plan Services May 2012 - Present
Mercer July 2009 - April 2012
Putnam Investments June 1987 - June 2009
Education
University of Massachusetts Dartmouth 1982 — 1986
BS in Business
Putnam Investments November 2013 - Present
Putnam Investments November 2012 - November 2013
Putnam Investments May 2011 - November 2012
Putnam Investments November 2010 - May 2011
Skills
Investments, Employee Benefits, Insurance, Business Analysis, Lotus Notes, Mutual Funds, Financial Services, Customer Service, Call Centers, Microsoft Excel, Salesforce.com, Finance
Education
University of Massachusetts at Lowell 2006 — 2010
Bachelor of Business Administration (BBA), Management Information Systems, General
Peabody High 2002 — 2006
IBM June 2014 - August 2014
Putnam Investments January 2014 - June 2014
University of Massachusetts at Lowell September 2012 - December 2013
UMass Lowell May 2012 - December 2013
Skills
C, Python, Linux, JavaScript, App Inventor, Automated Assessment..., Algorithms, Mathematica, C++, LaTeX, Mathematical Modeling, Git, Programming, Technology Education, Jazz Piano, Musical Improvisation, Music Theory, Qooxdoo, Combinatorics, Theoretical Computer..., Linear Algebra, Differential Equations, Number Theory, Mathematical Logic, Software Engineering, Applied Mathematics, Computer Science
Education
University of Massachusetts at Lowell 2012 — 2015
B.S., Mathematics, 3.81
3 Ponds Campground May 1984 - Present
Putnam Investments 1997 - 2009
Skills
Financial Services, Training, Mutual Funds, Series 7, Securities
Education
University of Massachusetts Lowell 1977 — 1979
bachelors, Management
GSI Group September 2013 - Present
Aspen Technology May 2007 - April 2013
Citizens Bank October 2006 - March 2007
Putnam Investments January 2001 - May 2006
Fidelity Investments September 1998 - December 2000
Fidelity Investments March 1996 - September 1998
Veritude February 1994 - March 1996
Skills
HRIS
Education
Boston Latin Academy
College Prep
University of Massachusetts Lowell
School of Liberal Arts
ADP October 2014 - Present
Putnam Investments March 2013 - August 2014
Northwestern Mutual May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Java, Financial Analysis, Teamwork, HTML, Research, Accounting, Access, Windows, Social Media, Public Speaking, Outlook, Business Analysis
Education
University of Massachusetts at Lowell 2010 — 2012
Bachelor of Business Administration (BBA), Finance, GPA: 3.77
Putnam Investments September 2014 - Present
Putnam Investments July 2008 - September 2014
Putnam Investments November 2005 - July 2008
Putnam Investments May 2004 - November 2005
Putnam Investments October 2003 - May 2004
Putnam Investments October 2002 - October 2003
Walt Disney World September 1998 - January 1999
Education
University of Massachusetts Dartmouth 1997 — 2002
BA, English Literature
Durfee High School May 2012 - Present
Cigar Masters September 2010 - August 2011
Learning Magic December 2008 - February 2009
Johnson & Wales University October 2004 - January 2007
Putnam Investments January 2004 - October 2004
Education
UMass Dartmouth 2007 — 2011
Bachelors of Science, Civil and Envrionmental Engineering
UMass Dartmouth 1998 — 2003
Bachelors of Science, Finance
Fidelity Investments July 2011 - Present
Putnam Investments December 2009 - August 2010
Guess? June 2009 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Data Analysis
Education
University of Massachusetts at Lowell 2007 — 2011
Bachelor of Business Administration (BBA), Finance and Marketing
Lincoln Financial Group January 2015 - April 2015
Fidelity Investments December 2006 - July 2013
Manulife Financial August 2002 - November 2006
John Hancock Financial Services October 2000 - August 2002
Putnam Investments 1999 - 2000
Skills
Finance, Bloomberg, SharePoint, Investments, Portfolio and Security..., Financial Services, Charles River IMS, Business Objects Data..., Data Analysis, Microsoft Office, Disaster Recovery, Fixed Income, Equities, Trading, Analysis, Portfolio Management, Data Management, Project Management, Asset Management, Business Analysis, Compliance Management
Education
University of Massachusetts at Lowell
Bachelor of Science, Finance
City of Boston, Department of Neighborhood Development October 2013 - Present
Putnam Investments September 2007 - April 2009
Skills
Bilingual-English/Spanis..., Great Motivator, Team Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Project Management, Friendly Personality, Photography, Creative Problem Solving, Quality Assurance, SPSS Statistics
Education
University of Massachusetts Dartmouth 2009 — 2013
Bachelor of Science (BS), Political Science and Government
Methuen High School 2002 — 2006