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
Paul A. DeCouto Jr. CRPS® Paul A. DeCouto Jr. CRPS® Scottsdale, Arizona Details
Paul A. DeCouto Jr. CRPS®'s Putnam Investments Experience August 2002 - October 2004
Job Business Development Manager | Financial Reporting & Accounting Software Solutions
Industry Computer Software
Experience
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

Anjuvarshini Balaji Anjuvarshini Balaji Merrimack, New Hampshire Details
Anjuvarshini Balaji's Putnam Investments Experience December 2013 - April 2014
Job Junior Accountant Coop at John Hancock Financial Services
Industry Accounting
Experience
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

Courtney Weston Courtney Weston Greater Boston Area Details
Courtney Weston's Putnam Investments Experience December 2007 - May 2008
Job Client Services Manager at SavingStar, Inc.
Industry Human Resources
Experience
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

Danny Douangchith Danny Douangchith Waltham, Massachusetts Details
Danny Douangchith's Putnam Investments Experience December 2012 - Present
Job Client Service Representative at Putnam Investments
Industry Financial Services
Experience
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

Aaron Simonson Aaron Simonson Greater Boston Area Details
Aaron Simonson's Putnam Investments Experience November 2008 - April 2009
Job Senior Account Executive at Ipswitch, Inc.
Industry Computer Software
Experience
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

Anastasia Clark Anastasia Clark Greater Boston Area Details
Anastasia Clark's Putnam Investments Experience September 2015 - Present
Job Human Resources Intern Putnam Investments
Industry Financial Services
Experience
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

Caitlyn Camara Caitlyn Camara New York, New York Details
Caitlyn Camara's Putnam Investments Experience 2006 - 2007
Job Vice President, BlackRock, Institutional Client Business
Industry Investment Management
Experience
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

Brooke Donahue Brooke Donahue Methuen, Massachusetts Details
Brooke Donahue's Putnam Investments Experience December 2012 - December 2013
Job Municipal Auditor at Melanson Heath
Industry Accounting
Experience
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

Dean Serrentino Dean Serrentino Greater Boston Area Details
Dean Serrentino's Putnam Investments Experience January 2015 - Present
Job Sr. Developer, Analytical Services at Putnam Investments
Industry Information Services
Experience
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

Jason Wheeler Jason Wheeler Greater Denver Area Details
Jason Wheeler's Putnam Investments Experience March 2003 - November 2003
Job Business Intelligence Analyst/Developer
Industry Financial Services
Experience
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

Greg Pereira Greg Pereira Miami/Fort Lauderdale Area Details
Greg Pereira's Putnam Investments Experience March 2007 - September 2009
Job Real Estate Professional
Industry Real Estate
Experience
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

Eric Belmonte Eric Belmonte Greater Boston Area Details
Eric Belmonte's Putnam Investments Experience October 2007 - May 2008
Job Senior Customer Engineer at Vestmark
Industry Computer Software
Experience
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

Stephanie M Donohue Stephanie M Donohue North Andover, Massachusetts Details
Stephanie M Donohue's Putnam Investments Experience November 2010 - May 2011
Job Sales Representative at RMK Marketing Co.
Industry Supermarkets
Experience
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

Sara Carvalho Sara Carvalho Greater Boston Area Details
Sara Carvalho's Putnam Investments Experience December 2007 - October 2014
Job Retirement Plan Consultant at Marsh & McLennan Agency
Industry Financial Services
Experience
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

Jeff Boudro Jeff Boudro Greater Boston Area Details
Jeff Boudro's Putnam Investments Experience 1992 - 1994
Job AVP Talent Management at The Hanover Insurance Group
Industry Retail
Experience
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

Michael Mercauto, CFA Michael Mercauto, CFA Greater Boston Area Details
Michael Mercauto, CFA's Putnam Investments Experience December 2009 - June 2012
Job Equity AnalystEmerging Markets
Industry Financial Services
Experience
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

Erin Garvey Smith Erin Garvey Smith North Attleboro, Massachusetts Details
Erin Garvey Smith's Putnam Investments Experience June 1998 - November 2006
Job Full Service Real Estate Associate at DHD Real Estate Associates
Industry Real Estate
Experience
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

Jarrett Sylvester Jarrett Sylvester Greater Boston Area Details
Jarrett Sylvester's Putnam Investments Experience October 2007 - October 2009
Job Internal Business Consultant at John Hancock
Industry Financial Services
Experience
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

Brian X Murphy Brian X Murphy Greater Boston Area Details
Brian X Murphy's Putnam Investments Experience November 1997 - February 2009
Job Northeast Marketing Director at LAER Realty Partners
Industry Real Estate
Experience
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

Bunlong Heng Bunlong Heng Lowell, Massachusetts Details
Bunlong Heng's Putnam Investments Experience January 2014 - June 2014
Job Software Engineer at Aveniros
Industry Computer Software
Experience
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

Alicia Gallo Alicia Gallo Woburn, Massachusetts Details
Alicia Gallo's Putnam Investments Experience November 2012 - Present
Job Assistant Manager at Empower Retirement
Industry Financial Services
Experience
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

Erin Tucker Erin Tucker Greater Boston Area Details
Erin Tucker's Putnam Investments Experience April 2000 - April 2001
Job Customer Service Professional
Industry Internet
Experience
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

Emily Korba Emily Korba Greater Boston Area Details
Emily Korba's Putnam Investments Experience August 2010 - July 2011
Job Executive Assistant to Harry Manion at Manion Gaynor & Manning LLP
Industry Law Practice
Experience
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

Aamer Nizami Aamer Nizami Lowell, Massachusetts Details
Aamer Nizami's Putnam Investments Experience December 2013 - March 2014
Job Fundraiser at Ruffalo Noel Levitz
Industry Marketing and Advertising
Experience
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

Holly J. Butler Holly J. Butler Greater Boston Area Details
Holly J. Butler's Putnam Investments Experience December 2009 - May 2010
Job Entrepreneurial Initiatives Program Director at the University of Massachusetts Lowell
Industry Biotechnology
Experience
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

Miguel Oleaga Miguel Oleaga Boston, Massachusetts Details
Miguel Oleaga's Putnam Investments Experience August 2011 - June 2013
Job Equity Analyst
Industry Financial Services
Experience
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)

Jillian Ferrante Jillian Ferrante Charlotte, North Carolina Details
Jillian Ferrante's Putnam Investments Experience August 2011 - June 2013
Job Fidelity
Industry Accounting
Experience
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

Alam Nizami Alam Nizami Lowell, Massachusetts Details
Alam Nizami's Putnam Investments Experience October 2007 - May 2009
Job Video Technician at Comcast Cable
Industry Telecommunications
Experience
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

Jonathan A. Encalada Jonathan A. Encalada Greater Boston Area Details
Jonathan A. Encalada's Putnam Investments Experience December 2007 - May 2009
Job Associate Account Development Manager at Barton Associates Inc.
Industry Marketing and Advertising
Experience
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

Coreen Best Coreen Best Somerville, Massachusetts Details
Coreen Best's Putnam Investments Experience December 2007 - May 2008
Job Property Administrator at Liberty Mutual Insurance
Industry Retail
Experience
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

Colman McCormack Colman McCormack Greater Denver Area Details
Colman McCormack's Putnam Investments Experience September 2005 - March 2006
Job Senior Technical Recruiter at Mondo
Industry Staffing and Recruiting
Experience
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

Sokhorn Phy Sokhorn Phy Greater Boston Area Details
Sokhorn Phy's Putnam Investments Experience January 2008 - August 2011
Job Account Manager at BTS Asset Management
Industry Financial Services
Experience
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

Daniel Conklin, CFA Daniel Conklin, CFA Greater Boston Area Details
Daniel Conklin, CFA's Putnam Investments Experience September 2010 - January 2012
Job Investment Analyst at Loomis, Sayles & Company
Industry Investment Management
Experience
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

Sara Tilbian Kunicki Sara Tilbian Kunicki Greater Atlanta Area Details
Sara Tilbian Kunicki's Putnam Investments Experience August 1999 - March 2004
Job Business Administrator @ The Georgia Institute of Technology
Industry Higher Education
Experience
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

Kenneth Garofalo Kenneth Garofalo Greater Boston Area Details
Kenneth Garofalo's Putnam Investments Experience December 2008 - September 2009
Job Equity Trader at WTS Proprietary Trading Group Boston
Industry Financial Services
Experience
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

Sandy Marks Sandy Marks Providence, Rhode Island Area Details
Sandy Marks's Putnam Investments Experience November 1996 - April 2007
Job Director, Project Leader at Fidelity Investments
Industry Financial Services
Experience
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

Ashley Warcewicz Ashley Warcewicz Greater Nashville Area Details
Ashley Warcewicz's Putnam Investments Experience September 2006 - May 2007
Job Business Owner, Manager at The Wanted Saloon 2 Music and Moonshine
Industry Financial Services
Experience
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

Bridget Doyle Bridget Doyle Greater Boston Area Details
Bridget Doyle's Putnam Investments Experience March 1998 - December 1998
Job EHR Implementation Specialist at Beth Israel Deaconess Healthcare
Industry Information Technology and Services
Experience
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

Daniel Donaher Daniel Donaher Tyngsboro, Massachusetts Details
Daniel Donaher's Putnam Investments Experience October 2011 - Present
Job Client Service Representative at Putnam Investments
Industry Financial Services
Experience
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

Christian Elwood Christian Elwood Greater Boston Area Details
Christian Elwood's Putnam Investments Experience June 2011 - January 2012
Job Senior Financial Analyst & Accountant at M.Gemi
Industry Consumer Goods
Experience
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

Alex Corona Alex Corona Greater Boston Area Details
Alex Corona's Putnam Investments Experience June 2012 - December 2013
Job Brewer at Cambridge Brewing Company
Industry Food & Beverages
Experience
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

John Raposo John Raposo Greater Boston Area Details
John Raposo's Putnam Investments Experience June 1997 - February 2002
Job District Manager at Medline Industries
Industry Hospital & Health Care
Experience
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

Sulisy Beato Sulisy Beato Greater Boston Area Details
Sulisy Beato's Putnam Investments Experience June 2008 - February 2009
Job Direct Marketing and Sales
Industry Consumer Services
Experience
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.

Anthony Henriquez Anthony Henriquez Greater Boston Area Details
Anthony Henriquez's Putnam Investments Experience December 2014 - Present
Job Investor Services at Putnam Investments
Industry Financial Services
Experience
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

Amy Frasier Amy Frasier Dedham, Massachusetts Details
Amy Frasier's Putnam Investments Experience June 2011 - June 2012
Job Accounts Payable at Simpson Gumpertz & Heger Inc.
Industry Accounting
Experience
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

Bob Derrah Bob Derrah Greater Boston Area Details
Bob Derrah's Putnam Investments Experience June 2015 - Present
Job IT Analyst and Desktop Support, Putnam Investments
Industry Financial Services
Experience
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

Isaac Duodu Isaac Duodu Greater Boston Area Details
Isaac Duodu's Putnam Investments Experience January 2013 - June 2013
Job Build & Release Engineer at Eagle Investment Systems
Industry Investment Banking
Experience
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

Chris O'Hara Chris O'Hara Greater Boston Area Details
Chris O'Hara's Putnam Investments Experience September 2006 - December 2009
Job Customer Success Manager at Datto, Inc.
Industry Computer & Network Security
Experience
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

Bryan Donoghue Bryan Donoghue Greater Boston Area Details
Bryan Donoghue's Putnam Investments Experience November 2009 - March 2011
Job Customer Experience Strategist
Industry Marketing and Advertising
Experience
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

Caryn McGrath Caryn McGrath North Attleboro, Massachusetts Details
Caryn McGrath's Putnam Investments Experience November 1996 - April 2001
Job Marketing Support Specialist, Registered Representative at Baystate Financial Services
Industry Financial Services
Experience
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

Eric Tucci Eric Tucci Greater Boston Area Details
Eric Tucci's Putnam Investments Experience 2006 - 2007
Job Account Executive at FusionStorm
Industry Information Technology and Services
Experience
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

Michael Kilbride Michael Kilbride Greater Boston Area Details
Michael Kilbride's Putnam Investments Experience October 2014 - Present
Job Control Accountant at Putnam Investments
Industry Financial Services
Experience
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

Brian Wholley Brian Wholley Charlestown, Massachusetts Details
Brian Wholley's Putnam Investments Experience July 2006 - December 2006
Job Senior Associate at McGladrey
Industry Accounting
Experience
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

Andrew Mendonca, CPA Andrew Mendonca, CPA North Chelmsford, Massachusetts Details
Andrew Mendonca, CPA's Putnam Investments Experience November 2009 - April 2010
Job Assurance Senior Associate at McGladrey
Industry Accounting
Experience
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

Matt Benjamin Matt Benjamin Greater Boston Area Details
Matt Benjamin's Putnam Investments Experience September 2000 - May 2006
Job Principal, Practice Leader Participant Experience at Mercer
Industry Outsourcing/Offshoring
Experience
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

Karen Norton Karen Norton Greater Boston Area Details
Karen Norton's Putnam Investments Experience 1995 - 2005
Job Executive Director of Integrated Marketing and Communications at Bunker Hill Community College
Industry Education Management
Experience
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

Mark A Ludwig Mark A Ludwig Greater Boston Area Details
Mark A Ludwig's Putnam Investments Experience January 2001 - February 2003
Job Senior Sales Executive / Account Manager at Global American Staffing
Industry Staffing and Recruiting
Experience
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

Daniela DeLuca Daniela DeLuca Greater Boston Area Details
Daniela DeLuca's Putnam Investments Experience December 1994 - July 1996
Job Business Analyst at Eagle Investment Systems (ddeluca@eagleinvsys.com)
Industry Computer Software
Experience
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

Brian Mulley Brian Mulley Greater New York City Area Details
Brian Mulley's Putnam Investments Experience October 1999 - October 2001
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
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

Jeffrey Proulx Jeffrey Proulx Greater Boston Area Details
Jeffrey Proulx's Putnam Investments Experience January 2001 - April 2004
Job
Industry Computer Networking
Experience
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

Caitlin Nackley Caitlin Nackley Greater Boston Area Details
Caitlin Nackley's Putnam Investments Experience September 2007 - June 2008
Job Sales & Marketing Specialist at Energetiq Technology
Industry Semiconductors
Experience
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

Cassandra Copeland Cassandra Copeland Cincinnati Area Details
Cassandra Copeland's Putnam Investments Experience June 2003 - January 2006
Job QA Lead at Kroger
Industry Retail
Experience
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

Brandon Thomaszvic Brandon Thomaszvic Greater Boston Area Details
Brandon Thomaszvic's Putnam Investments Experience January 2010 - June 2011
Job Retirement Representative at Great West Life
Industry Financial Services
Experience
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

Eric Dusseault Eric Dusseault Taunton, Massachusetts Details
Eric Dusseault's Putnam Investments Experience December 2007 - Present
Job Account Representative III at Putnam Investments
Industry Financial Services
Experience
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

Stephen Aghiarian Stephen Aghiarian Medford, Massachusetts Details
Stephen Aghiarian's Putnam Investments Experience May 2015 - Present
Job Regional Marketing Associate at Putnam Investments
Industry
Experience
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

Joseph Dahlbeck Joseph Dahlbeck Greater Boston Area Details
Joseph Dahlbeck's Putnam Investments Experience 2004 - 2005
Job
Industry Telecommunications
Experience
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

Frank Sitnik Frank Sitnik Manchester, New Hampshire Details
Frank Sitnik's Putnam Investments Experience January 2006 - December 2009
Job Assistant Bank Manager at TD Bank
Industry Banking
Experience
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

Amy Lander Amy Lander Greater Boston Area Details
Amy Lander's Putnam Investments Experience October 2011 - Present
Job Sales Support Specialist at Putnam Investments
Industry Financial Services
Experience
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

Nicholas Pereira Nicholas Pereira Portsmouth, New Hampshire Details
Nicholas Pereira's Putnam Investments Experience February 2007 - October 2007
Job Lead, Business Systems Projects
Industry Insurance
Experience
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)

Jason Orlando Jason Orlando Greater Boston Area Details
Jason Orlando's Putnam Investments Experience January 2003 - January 2007
Job Account Manager at State Street Bank
Industry Investment Management
Experience
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

Alan Porfert Alan Porfert Greater Boston Area Details
Alan Porfert's Putnam Investments Experience 2004 - 2006
Job Financial Analyst IV at Kronos
Industry Accounting
Experience
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

Chris Gallant Chris Gallant Greater Boston Area Details
Chris Gallant's Putnam Investments Experience 1995 - 1999
Job Senior Manager, Client Relations at PROMETRIKA
Industry Pharmaceuticals
Experience
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

Allison Chambers, CPA Allison Chambers, CPA Greater Boston Area Details
Allison Chambers, CPA's Putnam Investments Experience November 2006 - June 2007
Job Senior Accountant at Keurig, Inc.
Industry Accounting
Experience
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

Krista Scharfenberger Krista Scharfenberger Greater Boston Area Details
Krista Scharfenberger's Putnam Investments Experience July 1998 - September 1999
Job Vice President at BNY Mellon
Industry Financial Services
Experience
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

Rebecca Cloutier Rebecca Cloutier Greater Boston Area Details
Rebecca Cloutier's Putnam Investments Experience 2002 - 2006
Job Associate, Private Account Services Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  January 2006 - Present
Putnam Investments   2002 - 2006

Education
University of Massachusetts Dartmouth   1999 — 2003

Steve Cristol Steve Cristol Greater Boston Area Details
Steve Cristol's Putnam Investments Experience January 1995 - August 2005
Job Officer at State Street Bank and Trust
Industry Banking
Experience
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

Aaron Rumack Aaron Rumack Dallas/Fort Worth Area Details
Aaron Rumack's Putnam Investments Experience 2000 - 2005
Job Implementations Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  March 2008 - December 2013
Fidelity Investments  April 2005 - March 2008
Putnam Investments   2000 - 2005

Skills
Mutual Funds

Education
University of Massachusetts Lowell

Arthur Moscufo Arthur Moscufo Greater Boston Area Details
Arthur Moscufo's Putnam Investments Experience 2000 - 2007
Job Owner at Handy Guy LLC
Industry Consumer Services
Experience
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

Jason Desautel Jason Desautel Miami/Fort Lauderdale Area Details
Jason Desautel's Putnam Investments Experience 2001 - 2004
Job Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments  August 2004 - Present
Putnam Investments   2001 - 2004
Putnam Investments   2001 - 2004
Putnam Investments   2001 - 2004

Education
University of Massachusetts Dartmouth
Finance

Jaqueline Mattos Jaqueline Mattos Greater Boston Area Details
Jaqueline Mattos's Putnam Investments Experience May 2009 - Present
Job Data Analyst, Putnam Investments
Industry Investment Management
Experience
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

Bill Leavitt Bill Leavitt Mansfield, Massachusetts Details
Bill Leavitt's Putnam Investments Experience December 2006 - August 2008
Job Underwriter at JPMorgan Chase Bank
Industry Financial Services
Experience
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

Danny Gabin Danny Gabin Andover, Massachusetts Details
Danny Gabin's Putnam Investments Experience 2002 - 2003
Job Accountant, Enel Green Power North America, Inc.
Industry Accounting
Experience
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

Andree Thorne Andree Thorne Greater Boston Area Details
Andree Thorne's Putnam Investments Experience October 1991 - March 1995
Job Senior Sales Representative, Small Commercial at The Hartford
Industry Insurance
Experience
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

Adam Genetti Adam Genetti Greater Boston Area Details
Adam Genetti's Putnam Investments Experience September 2007 - June 2008
Job General Manager at Infinity Fitness
Industry Health, Wellness and Fitness
Experience
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

John O'Connor John O'Connor Greater Boston Area Details
John O'Connor's Putnam Investments Experience October 1997 - August 1998
Job Technical Team Lead, Fixed Income at Charles River Development
Industry Financial Services
Experience
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

Amy Osgood Amy Osgood Denver, Colorado Details
Amy Osgood's Putnam Investments Experience September 2007 - October 2009
Job Marketing
Industry Financial Services
Experience
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

Michelle Clancy Michelle Clancy Greater Boston Area Details
Michelle Clancy's Putnam Investments Experience 2006 - 2008
Job Business analyst II
Industry Computer Software
Experience
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

James Brinley James Brinley Greater Boston Area Details
James Brinley's Putnam Investments Experience April 2008 - February 2009
Job Financial Services Professional
Industry Financial Services
Experience
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

Rick Hollis Rick Hollis Greater Boston Area Details
Rick Hollis's Putnam Investments Experience 2004 - 2007
Job Producer at C.L. Hollis Insurance Agency Inc.
Industry Insurance
Experience
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

Carolyn M. Dickey Carolyn M. Dickey Greater Boston Area Details
Carolyn M. Dickey's Putnam Investments Experience 1997 - December 2006
Job Client Service/DC Plan Services
Industry Financial Services
Experience
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

Jonathan Castagnozzi Jonathan Castagnozzi Greater Boston Area Details
Jonathan Castagnozzi's Putnam Investments Experience June 2008 - March 2009
Job Financial Services Professional
Industry Financial Services
Experience
Putnam Investments   June 2008 - March 2009

Education
University of Massachusetts Dartmouth   2005 — 2009
Bachelors, Finance

Katie (Noonan) Gifford, MBA Katie (Noonan) Gifford, MBA Greater Boston Area Details
Katie (Noonan) Gifford, MBA's Putnam Investments Experience April 2008 - December 2008
Job Senior Accountant at Nexamp
Industry Accounting
Experience
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

Brad Swinimer, CPA Brad Swinimer, CPA Holliston, Massachusetts Details
Brad Swinimer, CPA's Putnam Investments Experience 2005 - 2006
Job Senior Financial Analyst at Waters
Industry Accounting
Experience
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

Christine Daluz Christine Daluz Providence, Rhode Island Area Details
Christine Daluz's Putnam Investments Experience October 2004 - October 2007
Job Accounting Professional
Industry Accounting
Experience
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

Alexandra Bagni Alexandra Bagni Greater Boston Area Details
Alexandra Bagni's Putnam Investments Experience December 2009 - August 2010
Job Quality Systems Specialist at Corning Life Sciences
Industry Medical Devices
Experience
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

Danielle Richard Danielle Richard Greater Boston Area Details
Danielle Richard's Putnam Investments Experience September 2006 - December 2006
Job Senior Tax Associate at Stowe & Degon LLC
Industry Accounting
Experience
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

Bindiya Shah Bindiya Shah Greater Minneapolis-St. Paul Area Details
Bindiya Shah's Putnam Investments Experience September 2004 - December 2004
Job Assistant Vice President at Wells Fargo Global Fund Services
Industry Financial Services
Experience
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

Corey Bruneault Corey Bruneault North Attleboro, Massachusetts Details
Corey Bruneault's Putnam Investments Experience October 2005 - August 2006
Job Senior Associate at State Street
Industry Financial Services
Experience
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

Thearith Chhan Thearith Chhan Columbus, Ohio Area Details
Thearith Chhan's Putnam Investments Experience January 1999 - January 2000
Job IT Helpdesk at Goodwill Columbus
Industry Computer Networking
Experience
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

Laurence Whitely Laurence Whitely Greater Boston Area Details
Laurence Whitely's Putnam Investments Experience January 2009 - June 2009
Job Settlements Desk Senior Analyst Securities Lending
Industry Financial Services
Experience
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

Arthur Georgantas Arthur Georgantas Greater Boston Area Details
Arthur Georgantas's Putnam Investments Experience June 1987 - June 2009
Job Director, TaftHartley Services
Industry Financial Services
Experience
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

Arabyn Reid (A.J.) Arabyn Reid (A.J.) Andover, Massachusetts Details
Arabyn Reid (A.J.)'s Putnam Investments Experience November 2013 - Present
Job Middle Office Analyst at Putnam Investments
Industry Financial Services
Experience
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

James DeFilippo James DeFilippo Greater Boston Area Details
James DeFilippo's Putnam Investments Experience January 2014 - June 2014
Job Software Developer / Student
Industry Computer Software
Experience
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

Patricia Hibbard Patricia Hibbard Greater Boston Area Details
Patricia Hibbard's Putnam Investments Experience 1997 - 2009
Job Customer Service at 3 Ponds Campground
Industry Financial Services
Experience
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

April Turner April Turner Greater Boston Area Details
April Turner's Putnam Investments Experience January 2001 - May 2006
Job HRIS Analyst at GSI Group
Industry Computer Software
Experience
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

Bryan Galanos Bryan Galanos Salem, New Hampshire Details
Bryan Galanos's Putnam Investments Experience March 2013 - August 2014
Job 401K Call Center
Industry Financial Services
Experience
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

Sandra Ayotte Sandra Ayotte Greater Boston Area Details
Sandra Ayotte's Putnam Investments Experience September 2014 - Present
Job Sr. Operations Manager at Putnam Investments
Industry Financial Services
Experience
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

Sean Boisvert Sean Boisvert Greater Boston Area Details
Sean Boisvert's Putnam Investments Experience January 2004 - October 2004
Job Teacher at Durfee High School
Industry Civil Engineering
Experience
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

amy carbon amy carbon Bellingham, Massachusetts Details
amy carbon's Putnam Investments Experience December 2009 - August 2010
Job Client Service Representative at Fidelity Charitable
Industry Financial Services
Experience
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

Avni Shah Avni Shah Dracut, Massachusetts Details
Avni Shah's Putnam Investments Experience 1999 - 2000
Job Compliance Analyst at Lincoln Financial Group
Industry Investment Management
Experience
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

Julio Pilier Julio Pilier Boston, Massachusetts Details
Julio Pilier's Putnam Investments Experience September 2007 - April 2009
Job Multilingual Progam Assistant at City of Boston
Industry Government Administration
Experience
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

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