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.
Putnam Investments Salaries. You can even request information on how much does Putnam Investments pay if you want to. Learn about salaries, pros and cons of working for Putnam Investments directly from the past employees.
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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
Marc Colizzi Marc Colizzi's Putnam Investments Experience 1998 - 1999
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2005 - Present
ReMax Preferred January 2004 - December 2006
ADP/Scudder Retirement Services January 2000 - October 2005
ADP Retirement Services 2000 - 2005
Putnam Investments 1998 - 1999
Skills
ERISA, Employee Benefits, 401k, Relationship Management, Retirement, Financial Services, Mutual Funds, Pensions
Education
University of Massachusetts at Lowell 1993 — 1996
Bachelor of Science (B.S.), Marketing
University of Massachusetts, Amherst 1992 — 1993
Fidelity Investments November 2005 - Present
ReMax Preferred January 2004 - December 2006
ADP/Scudder Retirement Services January 2000 - October 2005
ADP Retirement Services 2000 - 2005
Putnam Investments 1998 - 1999
Skills
ERISA, Employee Benefits, 401k, Relationship Management, Retirement, Financial Services, Mutual Funds, Pensions
Education
University of Massachusetts at Lowell 1993 — 1996
Bachelor of Science (B.S.), Marketing
University of Massachusetts, Amherst 1992 — 1993
Sarah O'Brien Sarah O'Brien's Putnam Investments Experience May 2001 - October 2004
Job People Manager at Livongo Health
Industry Consumer Electronics
Experience
Livongo Health May 2015 - Present
Livongo Health January 2015 - May 2015
General Catalyst Partners May 2008 - August 2014
Wellington Management April 2007 - May 2008
Boston Trust & Investment Management Company October 2004 - April 2007
Putnam Investments May 2001 - October 2004
Skills
Management, Investments, Accounting, Mutual Funds, Auditing, Cash Flow, Process Scheduler, Venture Capital, Outlook, Start-ups, Administrative..., Office Management, Microsoft Excel, PowerPoint, Financial Modeling
Education
University of Massachusetts Lowell 1999 — 2001
Bachelor of Business Administration (BBA), Finance and Management Information Systems, A
Livongo Health May 2015 - Present
Livongo Health January 2015 - May 2015
General Catalyst Partners May 2008 - August 2014
Wellington Management April 2007 - May 2008
Boston Trust & Investment Management Company October 2004 - April 2007
Putnam Investments May 2001 - October 2004
Skills
Management, Investments, Accounting, Mutual Funds, Auditing, Cash Flow, Process Scheduler, Venture Capital, Outlook, Start-ups, Administrative..., Office Management, Microsoft Excel, PowerPoint, Financial Modeling
Education
University of Massachusetts Lowell 1999 — 2001
Bachelor of Business Administration (BBA), Finance and Management Information Systems, A
Julia Hersee's Putnam Investments Experience June 2012 - May 2013
Job Receptionist at Avnet
Industry Higher Education
Experience
Avnet September 2014 - Present
Ivy's Fine Cakes and Pastry August 2013 - August 2014
Putnam Investments June 2012 - May 2013
Skills
QuickBooks, Google Apps, Microsoft Office, Microsoft Excel, PowerPoint, Data Entry, Outlook, Microsoft Word, Customer Service, Teamwork, Administrative..., Telephone Skills, Public Speaking, Finance
Education
University of Massachusetts at Lowell 2009 — 2014
Bachelor of Business Administration (BBA), Business Management
Avnet September 2014 - Present
Ivy's Fine Cakes and Pastry August 2013 - August 2014
Putnam Investments June 2012 - May 2013
Skills
QuickBooks, Google Apps, Microsoft Office, Microsoft Excel, PowerPoint, Data Entry, Outlook, Microsoft Word, Customer Service, Teamwork, Administrative..., Telephone Skills, Public Speaking, Finance
Education
University of Massachusetts at Lowell 2009 — 2014
Bachelor of Business Administration (BBA), Business Management
Peter Israni Peter Israni's Putnam Investments Experience June 2005 - May 2006
Job Treasury Analyst at Enel Green Power North America
Industry Renewables & Environment
Experience
Enel Green Power North America October 2012 - Present
Brown Brothers Harriman April 2008 - October 2012
State Street Bank May 2006 - April 2008
Putnam Investments June 2005 - May 2006
Education
University of Massachusetts Lowell
Bachelors Degree, Business Administration: Finance
Enel Green Power North America October 2012 - Present
Brown Brothers Harriman April 2008 - October 2012
State Street Bank May 2006 - April 2008
Putnam Investments June 2005 - May 2006
Education
University of Massachusetts Lowell
Bachelors Degree, Business Administration: Finance
Michael Earley Michael Earley's Putnam Investments Experience September 2006 - July 2007
Job Owner at New England Professional Tent and Event LLC
Industry Events Services
Experience
New England Professional Tent and Event LLC April 2014 - Present
Raytheon April 2013 - April 2014
BAE Systems October 2012 - December 2012
Baystate Tent and Party April 2005 - October 2012
Raytheon Integrated Defense Systems September 2009 - March 2011
Tewksbury Memorial High School November 2007 - September 2009
Putnam Investments September 2006 - July 2007
Skills
Leadership, Cross-functional Team..., Time Management, Project Planning, PowerPoint, Microsoft Office, Microsoft Excel, Event Planning, Customer Service, Procurement, Inventory Management, Marketing, Cross Functional Team..., Networking, Able to learn and..., Resourceful in..., Creative and flexible..., Natural talent for..., Strong written and..., Strong leadership,..., Enhanced knowledge of..., Trained on systems such..., Prism, Planning Management, MRP (Material..., Plannning, Planning, Event Production, Corporate Events
Education
University of Massachusetts at Lowell 2005 — 2009
Bachelor of Science in Business Administration, Marketing
New England Professional Tent and Event LLC April 2014 - Present
Raytheon April 2013 - April 2014
BAE Systems October 2012 - December 2012
Baystate Tent and Party April 2005 - October 2012
Raytheon Integrated Defense Systems September 2009 - March 2011
Tewksbury Memorial High School November 2007 - September 2009
Putnam Investments September 2006 - July 2007
Skills
Leadership, Cross-functional Team..., Time Management, Project Planning, PowerPoint, Microsoft Office, Microsoft Excel, Event Planning, Customer Service, Procurement, Inventory Management, Marketing, Cross Functional Team..., Networking, Able to learn and..., Resourceful in..., Creative and flexible..., Natural talent for..., Strong written and..., Strong leadership,..., Enhanced knowledge of..., Trained on systems such..., Prism, Planning Management, MRP (Material..., Plannning, Planning, Event Production, Corporate Events
Education
University of Massachusetts at Lowell 2005 — 2009
Bachelor of Science in Business Administration, Marketing
Jennifer Fortier's Putnam Investments Experience November 2009 - April 2010
Job Staff Accountant at PJA Advertising + Marketing
Industry Financial Services
Experience
LehmanMillet July 2015 - Present
PJA Advertising + Marketing October 2014 - July 2015
PJA Advertising + Marketing March 2014 - July 2015
BG Medicine January 2013 - February 2014
Knome Inc August 2011 - December 2012
State Street Bank July 2010 - August 2011
Putnam Investments November 2009 - April 2010
Skills
Office Management, Accounting, QuickBooks, Invoicing, Budgets, Intacct, PowerPoint, Customer Service, Accounts Receivable, Microsoft Excel, Finance, Management, Accounts Payable, Bank Reconciliation, Financial Analysis
Education
University of Massachusetts Lowell 2006 — 2010
Bachelor of Science in Business Administration, Management and Finance
Tewksbury Memorial High School 2002 — 2006
Diploma
LehmanMillet July 2015 - Present
PJA Advertising + Marketing October 2014 - July 2015
PJA Advertising + Marketing March 2014 - July 2015
BG Medicine January 2013 - February 2014
Knome Inc August 2011 - December 2012
State Street Bank July 2010 - August 2011
Putnam Investments November 2009 - April 2010
Skills
Office Management, Accounting, QuickBooks, Invoicing, Budgets, Intacct, PowerPoint, Customer Service, Accounts Receivable, Microsoft Excel, Finance, Management, Accounts Payable, Bank Reconciliation, Financial Analysis
Education
University of Massachusetts Lowell 2006 — 2010
Bachelor of Science in Business Administration, Management and Finance
Tewksbury Memorial High School 2002 — 2006
Diploma
Wallas Vieira Wallas Vieira's Putnam Investments Experience December 2008 - November 2010
Job Manufacturing Senior Technician at Genzyme
Industry Pharmaceuticals
Experience
Genzyme - Sanofi 2013 - Present
Comcast 2012 - 2013
Putnam Investments December 2008 - November 2010
Century Typography, Inc December 2004 - September 2007
Skills
HTML + CSS, Microsoft Office, Brazilian Portuguese, Customer Service, PowerPoint, Excel, Word, Customer Relations, Social Media, Social Media Marketing, Microsoft Excel, Accounting, Financial Analysis, Process Improvement, Budgets, HTML, QuickBooks, Outlook, Data Analysis, Microsoft Word, Access
Education
University of Massachusetts at Lowell 2007 — 2011
BS, Finance & International Business
Genzyme - Sanofi 2013 - Present
Comcast 2012 - 2013
Putnam Investments December 2008 - November 2010
Century Typography, Inc December 2004 - September 2007
Skills
HTML + CSS, Microsoft Office, Brazilian Portuguese, Customer Service, PowerPoint, Excel, Word, Customer Relations, Social Media, Social Media Marketing, Microsoft Excel, Accounting, Financial Analysis, Process Improvement, Budgets, HTML, QuickBooks, Outlook, Data Analysis, Microsoft Word, Access
Education
University of Massachusetts at Lowell 2007 — 2011
BS, Finance & International Business
Jason M. Williams, CIMA® Jason M. Williams, CIMA®'s Putnam Investments Experience October 1995 - May 2007
Job Vice President, Regional Sales Director at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers February 2010 - Present
WisdomTree Asset Management, Inc. May 2007 - February 2010
Putnam Investments October 1995 - May 2007
Education
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Arts (BA)
Melrose High School 1988 — 1991
Cohen & Steers February 2010 - Present
WisdomTree Asset Management, Inc. May 2007 - February 2010
Putnam Investments October 1995 - May 2007
Education
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Arts (BA)
Melrose High School 1988 — 1991
Jim Cronin Jim Cronin's Putnam Investments Experience 1994 - 1998
Job Chief of Business Operations at Unitedhealthcare
Industry Insurance
Experience
Unitedhealthcare July 2014 - Present
UnitedHealthcare of the Mid-Atlantic November 2008 - September 2014
UnitedHealthcare June 2006 - November 2008
UnitedHealthcare June 2005 - June 2006
Oxford 1999 - 2004
Boston Crusaders 1997 - 2000
Putnam Investments 1994 - 1998
Skills
Health Insurance, Managed Care, Employee Benefits, Brokers, Strategic Planning, Process Improvement, Call Center, Account Management, Team Building, Sales, Customer Service, CRM, Coaching, New Business Development
Education
Dartmouth College 2013 — 2015
Masters of Health Care Delivery Science (MHCDS), Health/Health Care Administration/Management
UMass Lowell 1986 — 1990
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Unitedhealthcare July 2014 - Present
UnitedHealthcare of the Mid-Atlantic November 2008 - September 2014
UnitedHealthcare June 2006 - November 2008
UnitedHealthcare June 2005 - June 2006
Oxford 1999 - 2004
Boston Crusaders 1997 - 2000
Putnam Investments 1994 - 1998
Skills
Health Insurance, Managed Care, Employee Benefits, Brokers, Strategic Planning, Process Improvement, Call Center, Account Management, Team Building, Sales, Customer Service, CRM, Coaching, New Business Development
Education
Dartmouth College 2013 — 2015
Masters of Health Care Delivery Science (MHCDS), Health/Health Care Administration/Management
UMass Lowell 1986 — 1990
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Lindsey Evans's Putnam Investments Experience September 2007 - May 2010
Job Senior Accountant at Meteorix
Industry Computer Software
Experience
Meteorix February 2015 - Present
EssexTel January 2014 - February 2015
EssexTel May 2012 - January 2014
Group 1 Automotive September 2010 - May 2012
Financial Services June 2010 - September 2010
Putnam Investments September 2007 - May 2010
Skills
Accounts Receivable, Customer Satisfaction, Problem Solving, Financial Reporting, Microsoft Excel, Customer Service, Management, Negotiation, Financial Analysis, Accounts Payable, Accounting, Sales, General Ledger, Access, Account Reconciliation, Process Improvement, Time Management, Forecasting, Finance, Budgets, QuickBooks
Education
University of Massachusetts Lowell 2005 — 2009
Bachelor's degree, Finance, General
Meteorix February 2015 - Present
EssexTel January 2014 - February 2015
EssexTel May 2012 - January 2014
Group 1 Automotive September 2010 - May 2012
Financial Services June 2010 - September 2010
Putnam Investments September 2007 - May 2010
Skills
Accounts Receivable, Customer Satisfaction, Problem Solving, Financial Reporting, Microsoft Excel, Customer Service, Management, Negotiation, Financial Analysis, Accounts Payable, Accounting, Sales, General Ledger, Access, Account Reconciliation, Process Improvement, Time Management, Forecasting, Finance, Budgets, QuickBooks
Education
University of Massachusetts Lowell 2005 — 2009
Bachelor's degree, Finance, General
Reza Taksokhan's Putnam Investments Experience September 2007 - September 2008
Job Senior Technical Project Associate
Industry Information Technology and Services
Experience
athenahealth February 2013 - Present
athenahealth May 2010 - August 2011
Copanion, Inc. February 2010 - April 2010
Putnam Investments September 2007 - September 2008
Accutest Laboratories December 2001 - August 2007
Skills
SQL, Corporate Finance, Healthcare Management, Technical Documentation, Technical Writing, Technical Support, Product Management, HTML, IT Operations, Healthcare Information..., Network Administration, Network Security, Access, Microsoft Excel, Microsoft Office, Process Improvement, Data Analysis, Software Installation, Windows Server, Visual Basic, Hardware Support, Hardware Diagnostics, Hardware Installation, Team-oriented, SharePoint, Troubleshooting, Healthcare, Leadership, PowerPoint, Project Management
Education
University of Massachusetts at Lowell 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
athenahealth February 2013 - Present
athenahealth May 2010 - August 2011
Copanion, Inc. February 2010 - April 2010
Putnam Investments September 2007 - September 2008
Accutest Laboratories December 2001 - August 2007
Skills
SQL, Corporate Finance, Healthcare Management, Technical Documentation, Technical Writing, Technical Support, Product Management, HTML, IT Operations, Healthcare Information..., Network Administration, Network Security, Access, Microsoft Excel, Microsoft Office, Process Improvement, Data Analysis, Software Installation, Windows Server, Visual Basic, Hardware Support, Hardware Diagnostics, Hardware Installation, Team-oriented, SharePoint, Troubleshooting, Healthcare, Leadership, PowerPoint, Project Management
Education
University of Massachusetts at Lowell 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Holly Sullivan Holly Sullivan's Putnam Investments Experience October 2003 - August 2005
Job QA Engineer at EBSCO Information Services
Industry Information Services
Experience
EBSCO Information Services July 2014 - Present
EBSCO Information Services January 2007 - June 2014
EBSCO Information Services August 2005 - January 2007
Putnam Investments October 2003 - August 2005
Skills
Agile Methodologies, JIRA, Appworx, Linux, Batch Files, SQL, Test Planning, Scrum, Software Documentation, Training, SDLC
Education
University of Massachusetts Lowell 1999 — 2003
Bachelor's Degree, Marketing/Marketing Management, General
EBSCO Information Services July 2014 - Present
EBSCO Information Services January 2007 - June 2014
EBSCO Information Services August 2005 - January 2007
Putnam Investments October 2003 - August 2005
Skills
Agile Methodologies, JIRA, Appworx, Linux, Batch Files, SQL, Test Planning, Scrum, Software Documentation, Training, SDLC
Education
University of Massachusetts Lowell 1999 — 2003
Bachelor's Degree, Marketing/Marketing Management, General
Scott Whalen's Putnam Investments Experience August 2014 - December 2014
Job Enterprise Sales Associate at Dynatrace
Industry Computer Software
Experience
Dynatrace May 2015 - Present
Rivergate Marketing May 2014 - May 2015
Putnam Investments August 2014 - December 2014
Self Employed Landscaping 2005 - 2013
Skills
Public Speaking, Microsoft Word, PowerPoint, Teamwork, Microsoft Office, Microsoft Excel, Customer Service, Sales, Social Networking
Education
University of Massachusetts Lowell 2010 — 2015
Marketing and Management
Dynatrace May 2015 - Present
Rivergate Marketing May 2014 - May 2015
Putnam Investments August 2014 - December 2014
Self Employed Landscaping 2005 - 2013
Skills
Public Speaking, Microsoft Word, PowerPoint, Teamwork, Microsoft Office, Microsoft Excel, Customer Service, Sales, Social Networking
Education
University of Massachusetts Lowell 2010 — 2015
Marketing and Management
Jeffrey LeClair Jeffrey LeClair's Putnam Investments Experience 1999 - 2002
Job Senior Vice President, Marketing
Industry Financial Services
Experience
Direxion Investments 2006 - Present
A.G. Edwards April 2002 - July 2006
Putnam Investments 1999 - 2002
Skills
Alternative Investments, Investments, Marketing Communications, Hedge Funds, Asset Management, Series 7, Series 63, Series 65, Eloqua, Salesforce.com, Marketing Automation, Trading, Investment Management, Retirement Planning, Mutual Funds
Education
University of Massachusetts at Lowell 1998 — 2002
Business Administration, Finance/Marketing
Direxion Investments 2006 - Present
A.G. Edwards April 2002 - July 2006
Putnam Investments 1999 - 2002
Skills
Alternative Investments, Investments, Marketing Communications, Hedge Funds, Asset Management, Series 7, Series 63, Series 65, Eloqua, Salesforce.com, Marketing Automation, Trading, Investment Management, Retirement Planning, Mutual Funds
Education
University of Massachusetts at Lowell 1998 — 2002
Business Administration, Finance/Marketing
Rebecca Burke Rebecca Burke's Putnam Investments Experience December 2003 - April 2005
Job Director ETF Sales at Lattice Strategies, LLC
Industry Financial Services
Experience
Lattice Strategies, LLC June 2015 - Present
F-Squared Investments December 2013 - June 2015
Eaton Vance June 2010 - December 2013
Eaton Vance Distributors April 2005 - June 2010
Putnam Investments December 2003 - April 2005
Essex Museum January 2002 - January 2003
Skills
Series 7, Series 65, Series 63, Series 6, Mutual Funds, Asset Management, Alternative Investments, Investments, Asset Allocation, Wealth Management, Fixed Income, Equities, Securities, Financial Services, Investment Strategies
Education
University of Massachusetts Lowell 1998 — 2003
Bachelor of Arts, History
Lattice Strategies, LLC June 2015 - Present
F-Squared Investments December 2013 - June 2015
Eaton Vance June 2010 - December 2013
Eaton Vance Distributors April 2005 - June 2010
Putnam Investments December 2003 - April 2005
Essex Museum January 2002 - January 2003
Skills
Series 7, Series 65, Series 63, Series 6, Mutual Funds, Asset Management, Alternative Investments, Investments, Asset Allocation, Wealth Management, Fixed Income, Equities, Securities, Financial Services, Investment Strategies
Education
University of Massachusetts Lowell 1998 — 2003
Bachelor of Arts, History
Ellis Percy Ellis Percy's Putnam Investments Experience December 2012 - Present
Job Client Service Representative Intern at Putnam Investments
Industry Business Supplies and Equipment
Experience
Putnam Investments December 2012 - Present
RuffaloCODY June 2011 - Present
UMass Lowell September 2009 - Present
UPS May 2011 - July 2011
Skills
PowerPoint, Microsoft Word, Research, Microsoft Office, SPSS, Microsoft Excel, Public Speaking, TA2000, Fundraising
Education
UMass Lowell 2009 — 2014
Business Administration and Management, General
Putnam Investments December 2012 - Present
RuffaloCODY June 2011 - Present
UMass Lowell September 2009 - Present
UPS May 2011 - July 2011
Skills
PowerPoint, Microsoft Word, Research, Microsoft Office, SPSS, Microsoft Excel, Public Speaking, TA2000, Fundraising
Education
UMass Lowell 2009 — 2014
Business Administration and Management, General
Deborah M. Cooper's Putnam Investments Experience 2010 - 2012
Job Bridging the Gap between Business Strategy and Enterprise Data Science
Industry Information Services
Experience
deborahmcooper.com 2009 - Present
Putnam Investments 2010 - 2012
IMCNE 2009 - 2010
Liberty Mutual 2006 - 2010
MS Cure Fund 2007 - 2008
Boston Women in Finance 2006 - 2008
Fidelity Investments 1999 - 2006
Interim & contracting assignments 1997 - 1999
The Jackson Laboratory 1993 - 1996
Skills
Analytics, Marketing Strategy, Market Analysis, Customer Intelligence, Customer Data..., Business Intelligence, Data Mining, Statistics, Segmentation, Competitive Intelligence, SAS, SQL, Conceptual Modeling, Contract Negotiation, Financial Analysis, Customer Profitability, Research, Innovation, Process Optimization, Direct Marketing, Campaign Management, Predictive Analytics, Leadership, Customer Analysis, Distributed Team..., 3D visualization, Applied Analytics, Business Development, Market Research, Analysis, Go-to-market Strategy, Distribution Management, Customer Analytics, Business Process..., Management Consulting, E-commerce, Mergers & Acquisitions, Forecasting, Business Analytics, Management, Consulting, Risk Management, Product Development, Financial Services, Strategy, CRM, Entrepreneurship
Education
Bentley University - Elkin B. McCallum Graduate School of Business 1999 — 2003
Master's Degree, Finance
University of Massachusetts, Amherst 1988 — 1993
BS, Biochemistry & Molecular Biology
MIT Enterprise Forum of Cambridge
Start Smart Program
Innovation Associates
Entrepreneurial Thought and Action
deborahmcooper.com 2009 - Present
Putnam Investments 2010 - 2012
IMCNE 2009 - 2010
Liberty Mutual 2006 - 2010
MS Cure Fund 2007 - 2008
Boston Women in Finance 2006 - 2008
Fidelity Investments 1999 - 2006
Interim & contracting assignments 1997 - 1999
The Jackson Laboratory 1993 - 1996
Skills
Analytics, Marketing Strategy, Market Analysis, Customer Intelligence, Customer Data..., Business Intelligence, Data Mining, Statistics, Segmentation, Competitive Intelligence, SAS, SQL, Conceptual Modeling, Contract Negotiation, Financial Analysis, Customer Profitability, Research, Innovation, Process Optimization, Direct Marketing, Campaign Management, Predictive Analytics, Leadership, Customer Analysis, Distributed Team..., 3D visualization, Applied Analytics, Business Development, Market Research, Analysis, Go-to-market Strategy, Distribution Management, Customer Analytics, Business Process..., Management Consulting, E-commerce, Mergers & Acquisitions, Forecasting, Business Analytics, Management, Consulting, Risk Management, Product Development, Financial Services, Strategy, CRM, Entrepreneurship
Education
Bentley University - Elkin B. McCallum Graduate School of Business 1999 — 2003
Master's Degree, Finance
University of Massachusetts, Amherst 1988 — 1993
BS, Biochemistry & Molecular Biology
MIT Enterprise Forum of Cambridge
Start Smart Program
Innovation Associates
Entrepreneurial Thought and Action
Justin Torname's Putnam Investments Experience March 2015 - Present
Job Pricing Supervisor at Putnam Investments
Industry Financial Services
Experience
Putnam Investments March 2015 - Present
Putnam Investments April 2012 - Present
Putnam Investments November 2011 - April 2012
Putnam Investments November 2010 - November 2011
Putnam Investments November 2010 - November 2011
Putnam September 2010 - November 2010
Skills
Bloomberg, Excel, Mutual Funds, Investments, Financial Analysis, Strategic Financial..., Finance, Pricing, Equities, Financial Modeling, Derivatives, Analysis, Fixed Income, Accounting, Financial Services, Securities, Microsoft Excel
Education
University of Massachusetts Lowell 2014 — 2017
Master of Business Administration (MBA), Finance, General
University of Massachusetts at Lowell 2008 — 2012
Bachelor of Science, Business Administration (Finance concentration)
Putnam Investments March 2015 - Present
Putnam Investments April 2012 - Present
Putnam Investments November 2011 - April 2012
Putnam Investments November 2010 - November 2011
Putnam Investments November 2010 - November 2011
Putnam September 2010 - November 2010
Skills
Bloomberg, Excel, Mutual Funds, Investments, Financial Analysis, Strategic Financial..., Finance, Pricing, Equities, Financial Modeling, Derivatives, Analysis, Fixed Income, Accounting, Financial Services, Securities, Microsoft Excel
Education
University of Massachusetts Lowell 2014 — 2017
Master of Business Administration (MBA), Finance, General
University of Massachusetts at Lowell 2008 — 2012
Bachelor of Science, Business Administration (Finance concentration)
Jillian Flynn Jillian Flynn's Putnam Investments Experience December 2013 - May 2014
Job
Industry Marketing and Advertising
Experience
Arbor Networks May 2015 - Present
Putnam Investments December 2013 - May 2014
White House Black Market June 2012 - November 2013
Skills
•Marketing•Team...
Education
University of Massachusetts Lowell 2013 — 2015
Bachelor of Business Administration (BBA), Duel concentration: Marketing & Management, Class of 2015
University of Rhode Island 2011 — 2013
Nursing
Arbor Networks May 2015 - Present
Putnam Investments December 2013 - May 2014
White House Black Market June 2012 - November 2013
Skills
•Marketing•Team...
Education
University of Massachusetts Lowell 2013 — 2015
Bachelor of Business Administration (BBA), Duel concentration: Marketing & Management, Class of 2015
University of Rhode Island 2011 — 2013
Nursing
Joe Resendes Joe Resendes's Putnam Investments Experience December 1999 - December 2001
Job IT Project Manager at Children's Hospital Boston
Industry Hospital & Health Care
Experience
Boston Children's Hospital May 2011 - Present
Boston Children's Hospital March 2003 - May 2011
Boston Children's Hospital April 2002 - March 2003
Putnam Investments December 1999 - December 2001
Skills
Healthcare Information..., Software Documentation, Process Improvement, Vendor Management, Project Management, Visio, Information Technology, Business Analysis, SDLC, Healthcare, Program Management, Troubleshooting, SharePoint, EHR, Strategic Planning, Disaster Recovery, Business Intelligence, Software Project..., IT Management, HL7, Agile Methodologies, Change Management, EMR, Operations Management, Windows Server, Team Leadership, Team Building, Training, Product Development, Software Installation, Software Implementation, Workflow Management, Staff Management, Microsoft Office, Microsoft Project, Microsoft Technologies, Cerner, Epic Systems
Education
Brandeis University 2013 — 2017
Attaining a Masters, Project Management
UMass Lowell 1998 — 2001
Bachelor of Science (BS), MIS
Medford High School 1994 — 1998
Boston Children's Hospital May 2011 - Present
Boston Children's Hospital March 2003 - May 2011
Boston Children's Hospital April 2002 - March 2003
Putnam Investments December 1999 - December 2001
Skills
Healthcare Information..., Software Documentation, Process Improvement, Vendor Management, Project Management, Visio, Information Technology, Business Analysis, SDLC, Healthcare, Program Management, Troubleshooting, SharePoint, EHR, Strategic Planning, Disaster Recovery, Business Intelligence, Software Project..., IT Management, HL7, Agile Methodologies, Change Management, EMR, Operations Management, Windows Server, Team Leadership, Team Building, Training, Product Development, Software Installation, Software Implementation, Workflow Management, Staff Management, Microsoft Office, Microsoft Project, Microsoft Technologies, Cerner, Epic Systems
Education
Brandeis University 2013 — 2017
Attaining a Masters, Project Management
UMass Lowell 1998 — 2001
Bachelor of Science (BS), MIS
Medford High School 1994 — 1998
Zachary Koch, AIF® Zachary Koch, AIF®'s Putnam Investments Experience March 2014 - November 2014
Job Regional Consultant at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs December 2014 - Present
Putnam Investments March 2014 - November 2014
Putnam Investments December 2012 - March 2014
Putnam Investments November 2009 - December 2012
Skills
Mutual Funds, Finance, IRAs, CRM, Asset Allocation, Investments, Series 63, Financial Services, Alternative Investments, Marketing Communications, Financial Analysis, Strategic Financial..., 401k, Series 7, Financial Planning, Relationship Management, Management, Retirement
Education
University of Massachusetts at Lowell 2007 — 2012
Economics
Westfield High School 2006 — 2007
Hernando High School
Goldman Sachs December 2014 - Present
Putnam Investments March 2014 - November 2014
Putnam Investments December 2012 - March 2014
Putnam Investments November 2009 - December 2012
Skills
Mutual Funds, Finance, IRAs, CRM, Asset Allocation, Investments, Series 63, Financial Services, Alternative Investments, Marketing Communications, Financial Analysis, Strategic Financial..., 401k, Series 7, Financial Planning, Relationship Management, Management, Retirement
Education
University of Massachusetts at Lowell 2007 — 2012
Economics
Westfield High School 2006 — 2007
Hernando High School
Joseph R. Schults Joseph R. Schults's Putnam Investments Experience November 2006 - December 2007
Job Fixed Income
Industry Financial Services
Experience
StormHarbour Securities 2013 - Present
Sidoti & Company, LLC 2012 - 2013
Dominion Capital 2011 - 2012
SAMUEL A RAMIREZ & CO., INC 2010 - 2011
Olympia Capital Markets Group 2008 - 2010
Putnam Investments November 2006 - December 2007
Skills
Trading, Equities, Bloomberg Terminal, Capital Markets, Corporate Finance, Structured Products, Mutual Funds, Fixed Income, Investment Banking, Portfolio Management, Investments, Lead Generation, Equity Trading, Boxing, Wealth Management, Relationship Management, MBS, Financial Services, Securities, Hedge Funds, Options, Commodity
Education
University of Massachusetts at Lowell 2006 — 2008
Manning School of Business, Bachelor's of Science
University of Tennessee-Knoxville 2003 — 2006
Finance, General
St. John's Prep
StormHarbour Securities 2013 - Present
Sidoti & Company, LLC 2012 - 2013
Dominion Capital 2011 - 2012
SAMUEL A RAMIREZ & CO., INC 2010 - 2011
Olympia Capital Markets Group 2008 - 2010
Putnam Investments November 2006 - December 2007
Skills
Trading, Equities, Bloomberg Terminal, Capital Markets, Corporate Finance, Structured Products, Mutual Funds, Fixed Income, Investment Banking, Portfolio Management, Investments, Lead Generation, Equity Trading, Boxing, Wealth Management, Relationship Management, MBS, Financial Services, Securities, Hedge Funds, Options, Commodity
Education
University of Massachusetts at Lowell 2006 — 2008
Manning School of Business, Bachelor's of Science
University of Tennessee-Knoxville 2003 — 2006
Finance, General
St. John's Prep
Michael Blais Michael Blais's Putnam Investments Experience November 2014 - Present
Job Technical Coordinator at Putnam Investments
Industry Financial Services
Experience
Putnam Investments November 2014 - Present
Putnam Investments September 2014 - November 2014
Putnam Investments December 2012 - September 2014
Washington Savings Bank October 2010 - January 2013
Skills
Banking, Customer Service, Management, Inventory Management, Retail
Education
University of Massachusetts at Lowell 2009 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Putnam Investments November 2014 - Present
Putnam Investments September 2014 - November 2014
Putnam Investments December 2012 - September 2014
Washington Savings Bank October 2010 - January 2013
Skills
Banking, Customer Service, Management, Inventory Management, Retail
Education
University of Massachusetts at Lowell 2009 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Kevin Sheerin Kevin Sheerin's Putnam Investments Experience September 2006 - September 2007
Job Operations Finance Manager at Raytheon Integrated Defense Systems
Industry Defense & Space
Experience
Raytheon August 2011 - Present
Raytheon Company - Integrated Defense Systems December 2009 - July 2011
Raytheon Company - Integrated Defense Systems August 2008 - November 2009
Raytheon Company - Integrated Defense Systems October 2007 - July 2008
Putnam Investments September 2006 - September 2007
Skills
Six Sigma Certified, EVMS Certified, Advanced in Microsoft..., SAP - APEX, PRISM, BW, ROIC, Front Line Leadership, Lean Management, Kaizen Leadership, Six Sigma, Budgets, Financial Reporting, Manufacturing, Forecasting, Program Management, Security Clearance
Education
University of Massachusetts at Lowell 2003 — 2007
Bachelor's degree, Double Concentration - Finance, Business Management
Raytheon August 2011 - Present
Raytheon Company - Integrated Defense Systems December 2009 - July 2011
Raytheon Company - Integrated Defense Systems August 2008 - November 2009
Raytheon Company - Integrated Defense Systems October 2007 - July 2008
Putnam Investments September 2006 - September 2007
Skills
Six Sigma Certified, EVMS Certified, Advanced in Microsoft..., SAP - APEX, PRISM, BW, ROIC, Front Line Leadership, Lean Management, Kaizen Leadership, Six Sigma, Budgets, Financial Reporting, Manufacturing, Forecasting, Program Management, Security Clearance
Education
University of Massachusetts at Lowell 2003 — 2007
Bachelor's degree, Double Concentration - Finance, Business Management
Daniel Shea Daniel Shea's Putnam Investments Experience 1985 - 1993
Job Senior Consultant at Robert Half Management Resources
Industry Financial Services
Experience
Robert Half Management Resources October 2014 - May 2015
State Street Bank 2007 - 2013
Investors Bank & Trust 1996 - 2007
Signature Financial Group 1993 - 1996
Putnam Investments 1985 - 1993
Skills
Fund Administration, Treasury Services, Financial Reporting, Fund Accounting, Mutual Funds, Hedge Funds, Financial Services, Alternative Investments, Due Diligence, Business Development..., Investment Compliance, SOX Compliance, Project Management, Sarbanes-Oxley Act, Internal Controls, Fixed Income, Equities, Asset Management, Investments, Securities, Portfolio Management
Education
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA), Accounting
Robert Half Management Resources October 2014 - May 2015
State Street Bank 2007 - 2013
Investors Bank & Trust 1996 - 2007
Signature Financial Group 1993 - 1996
Putnam Investments 1985 - 1993
Skills
Fund Administration, Treasury Services, Financial Reporting, Fund Accounting, Mutual Funds, Hedge Funds, Financial Services, Alternative Investments, Due Diligence, Business Development..., Investment Compliance, SOX Compliance, Project Management, Sarbanes-Oxley Act, Internal Controls, Fixed Income, Equities, Asset Management, Investments, Securities, Portfolio Management
Education
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA), Accounting
Kevin Hart Kevin Hart's Putnam Investments Experience September 2013 - January 2014
Job Client Relationship Manager at Boston Common Asset Management; Vice President of Net Impact Boston
Industry Financial Services
Experience
Boston Common Asset Management January 2014 - Present
Putnam Investments September 2013 - January 2014
Putnam Investments November 2011 - September 2013
Putnam Investments November 2010 - November 2011
Putnam Investments October 2007 - November 2010
Skills
Client Relations, Project Management, Sustainability, Leadership, Financial Analysis, Training, Research, Nonprofits, Marketing, Consulting, Training Delivery, Training &..., Staff Training, Analysis, Project Delivery, Research Project..., Securities, Financial Services
Education
University of South Australia
MA, International Studies
University of Massachusetts, Amherst
BA, Communications, Cum Laude
Boston Common Asset Management January 2014 - Present
Putnam Investments September 2013 - January 2014
Putnam Investments November 2011 - September 2013
Putnam Investments November 2010 - November 2011
Putnam Investments October 2007 - November 2010
Skills
Client Relations, Project Management, Sustainability, Leadership, Financial Analysis, Training, Research, Nonprofits, Marketing, Consulting, Training Delivery, Training &..., Staff Training, Analysis, Project Delivery, Research Project..., Securities, Financial Services
Education
University of South Australia
MA, International Studies
University of Massachusetts, Amherst
BA, Communications, Cum Laude
Jaime DeGaspe Jaime DeGaspe's Putnam Investments Experience November 2006 - October 2007
Job Senior Accountant at United Capital Financial Advisers, LLC
Industry Financial Services
Experience
United Capital Financial Advisers, LLC December 2012 - Present
Deutsche Bank July 2011 - March 2012
Deutsche Bank January 2008 - March 2012
Putnam Investments November 2006 - October 2007
Putnam Investments December 2005 - November 2006
Putnam Investments January 2005 - December 2005
Skills
Microsoft Excel, Advent Geneva, Sungard Investier, Lotus Notes, Certified Anti-Money..., World Check, Microsoft Word, Windows, Mac OS X, Koger NTAS (beg), Great Plains Software, Axys, OS X, Portfolio Management, Fund Administration, Valuation, Account Reconciliation
Education
University of Massachusetts at Lowell 2001 — 2005
Bachelor of Science (B.S.), Business Administration - Marketing and Management
United Capital Financial Advisers, LLC December 2012 - Present
Deutsche Bank July 2011 - March 2012
Deutsche Bank January 2008 - March 2012
Putnam Investments November 2006 - October 2007
Putnam Investments December 2005 - November 2006
Putnam Investments January 2005 - December 2005
Skills
Microsoft Excel, Advent Geneva, Sungard Investier, Lotus Notes, Certified Anti-Money..., World Check, Microsoft Word, Windows, Mac OS X, Koger NTAS (beg), Great Plains Software, Axys, OS X, Portfolio Management, Fund Administration, Valuation, Account Reconciliation
Education
University of Massachusetts at Lowell 2001 — 2005
Bachelor of Science (B.S.), Business Administration - Marketing and Management
Nana Bonsu Nana Bonsu's Putnam Investments Experience November 2009 - October 2010
Job Marketing Officer at Navitas USA
Industry Higher Education
Experience
African Youth Excellence January 2015 - Present
Navitas USA April 2014 - Present
African Youth Excellence September 2012 - January 2015
Navitas November 2011 - April 2014
Enterprise Rent-A-Car October 2010 - November 2011
Putnam Investments November 2009 - October 2010
UMass Lowell May 2009 - May 2010
XOS Digital September 2009 - December 2009
Intel Corporation May 2005 - August 2009
Skills
Microsoft Excel, Event Planning, Microsoft Word, Microsoft Office, PowerPoint, Community Outreach, Leadership, Management, Marketing, Customer Service, Program Management, Time Management, Project Planning, Recruiting, Budgets, Research, Public Speaking, Higher Education
Education
University of Massachusetts Lowell
Master of Education (M.Ed.), Higher Education/Higher Education Administration
University of Massachusetts at Lowell 2006 — 2010
Bachelor of Science, Business Administration- General Finance
African Youth Excellence January 2015 - Present
Navitas USA April 2014 - Present
African Youth Excellence September 2012 - January 2015
Navitas November 2011 - April 2014
Enterprise Rent-A-Car October 2010 - November 2011
Putnam Investments November 2009 - October 2010
UMass Lowell May 2009 - May 2010
XOS Digital September 2009 - December 2009
Intel Corporation May 2005 - August 2009
Skills
Microsoft Excel, Event Planning, Microsoft Word, Microsoft Office, PowerPoint, Community Outreach, Leadership, Management, Marketing, Customer Service, Program Management, Time Management, Project Planning, Recruiting, Budgets, Research, Public Speaking, Higher Education
Education
University of Massachusetts Lowell
Master of Education (M.Ed.), Higher Education/Higher Education Administration
University of Massachusetts at Lowell 2006 — 2010
Bachelor of Science, Business Administration- General Finance
Caleb Lyons Caleb Lyons's Putnam Investments Experience March 2015 - Present
Job Interaction Designer
Industry Computer Software
Experience
Putnam Investments March 2015 - Present
Bank of America September 2014 - February 2015
Aquent April 2013 - July 2014
Staples January 2013 - March 2013
Kronos September 2012 - January 2013
CIDC 2008 - September 2012
MassLive.com June 2007 - August 2008
Skills
User Experience, Wire Framing, Wireframes, Agile Methodologies, Heuristic Evaluation, Usability, Usability Testing, Interaction Design, Information Architecture, User Interface, Accessibility, User Interface Design, Axure, Mobile Design, Contextual Inquiry, Rapid Prototyping, Online Gaming, Visual Design, User Experience Design, User-centered Design, Iterative Design, Information Design, Persona, Task Analysis, User Research, Scrum, Content Strategy, Content Management, Responsive Web Design, Web Design
Education
University of Massachusetts, Amherst 2005 — 2008
Bachelor's, Journalism, minor in Information Technology
Putnam Investments March 2015 - Present
Bank of America September 2014 - February 2015
Aquent April 2013 - July 2014
Staples January 2013 - March 2013
Kronos September 2012 - January 2013
CIDC 2008 - September 2012
MassLive.com June 2007 - August 2008
Skills
User Experience, Wire Framing, Wireframes, Agile Methodologies, Heuristic Evaluation, Usability, Usability Testing, Interaction Design, Information Architecture, User Interface, Accessibility, User Interface Design, Axure, Mobile Design, Contextual Inquiry, Rapid Prototyping, Online Gaming, Visual Design, User Experience Design, User-centered Design, Iterative Design, Information Design, Persona, Task Analysis, User Research, Scrum, Content Strategy, Content Management, Responsive Web Design, Web Design
Education
University of Massachusetts, Amherst 2005 — 2008
Bachelor's, Journalism, minor in Information Technology
Harrison Kelly Harrison Kelly's Putnam Investments Experience July 2013 - March 2014
Job Student at University of Massachusetts at Lowell
Industry Computer Software
Experience
Plexxi Inc. March 2014 - Present
Freelance Web / Graphic Designer March 2007 - Present
Putnam Investments July 2013 - March 2014
Computing II Grader February 2013 - May 2013
Dunkin Donuts June 2009 - February 2013
Market Basket February 2007 - June 2009
Skills
Python, Photoshop, SQL, HTML, CSS, C++, PHP, C, JQuery, Microsoft Word, Java, JavaScript, Customer Service, Organization Skills, Problem Solving, Teamwork, Team Leadership
Education
University of Massachusetts Lowell 2011 — 2015
Bachelor's Degree, Computer Science
Plexxi Inc. March 2014 - Present
Freelance Web / Graphic Designer March 2007 - Present
Putnam Investments July 2013 - March 2014
Computing II Grader February 2013 - May 2013
Dunkin Donuts June 2009 - February 2013
Market Basket February 2007 - June 2009
Skills
Python, Photoshop, SQL, HTML, CSS, C++, PHP, C, JQuery, Microsoft Word, Java, JavaScript, Customer Service, Organization Skills, Problem Solving, Teamwork, Team Leadership
Education
University of Massachusetts Lowell 2011 — 2015
Bachelor's Degree, Computer Science
Scott Hogaboom Scott Hogaboom's Putnam Investments Experience March 2010 - January 2013
Job Senior Business Analyst at Akamai Technologies
Industry Consumer Electronics
Experience
Akamai Technologies March 2015 - Present
Bose Corporation January 2013 - March 2015
Putnam Investments March 2010 - January 2013
Putnam Investments May 2008 - March 2010
Putnam Investments May 2007 - May 2008
Skills
VBA, SQL, Oracle SQL, PL/SQL, HTML, JavaScript, PHP, Microsoft Access 2003, Crystal Reports, APEX, Ubuntu, Linux, PC building, Software Installation, Operating System..., Tableau, Access, Databases
Education
UMass Lowell 2003 — 2008
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Akamai Technologies March 2015 - Present
Bose Corporation January 2013 - March 2015
Putnam Investments March 2010 - January 2013
Putnam Investments May 2008 - March 2010
Putnam Investments May 2007 - May 2008
Skills
VBA, SQL, Oracle SQL, PL/SQL, HTML, JavaScript, PHP, Microsoft Access 2003, Crystal Reports, APEX, Ubuntu, Linux, PC building, Software Installation, Operating System..., Tableau, Access, Databases
Education
UMass Lowell 2003 — 2008
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
lisa prezzano lisa prezzano's Putnam Investments Experience January 1997 - January 1998
Job Senior Program Manager at AARP Services
Industry Financial Services
Experience
AARP Services November 2010 - Present
AARP Financial2005-2009 November 2009 - Present
AARP Services January 2009 - Present
AARP Financial November 2005 - August 2009
Fidelity Investments April 2000 - March 2005
Fidelity Investments January 2000 - January 2005
Scudder Investor Services, Inc January 1998 - January 1999
Putnam Investments January 1997 - January 1998
Eastpak July 1995 - September 1997
CPM July 1993 - July 1995
Education
Univeristy of Massachusetts Lowell 1984 — 1987
BA, History
University of Massachusetts Lowell
B.A, History
AARP Services November 2010 - Present
AARP Financial2005-2009 November 2009 - Present
AARP Services January 2009 - Present
AARP Financial November 2005 - August 2009
Fidelity Investments April 2000 - March 2005
Fidelity Investments January 2000 - January 2005
Scudder Investor Services, Inc January 1998 - January 1999
Putnam Investments January 1997 - January 1998
Eastpak July 1995 - September 1997
CPM July 1993 - July 1995
Education
Univeristy of Massachusetts Lowell 1984 — 1987
BA, History
University of Massachusetts Lowell
B.A, History
Vanessa Aukshunas Vanessa Aukshunas's Putnam Investments Experience December 2013 - April 2014
Job Recent Marketing/Management Grad Ready for New Challenge!
Industry Marketing and Advertising
Experience
Moonstones Restaurant January 2012 - Present
The Kraft Group December 2014 - May 2015
EMC May 2014 - January 2015
Budget Buddies December 2013 - December 2014
Putnam Investments December 2013 - April 2014
The Improper Bostonian Magazine August 2013 - October 2013
Skills
Marketing, Customer Satisfaction, Interpersonal..., Sales, Enthusiasm to learn, Social Networking, Team Leadership, Learning Quickly, Microsoft Office, Social Media, Critical Thinking, Adaptability, Close Attention to..., Organization &..., Timely Execution, High Level Of Accuracy, Cross-functional..., Customer Service, Social Media Marketing, Microsoft Excel, PowerPoint, Leadership, Event Planning, Management, Public Speaking, Time Management
Education
University of Massachusetts Lowell 2012 — 2014
Bachelor of Science in Business Administration, Concentrations in Marketing and Management, 3.7
Moonstones Restaurant January 2012 - Present
The Kraft Group December 2014 - May 2015
EMC May 2014 - January 2015
Budget Buddies December 2013 - December 2014
Putnam Investments December 2013 - April 2014
The Improper Bostonian Magazine August 2013 - October 2013
Skills
Marketing, Customer Satisfaction, Interpersonal..., Sales, Enthusiasm to learn, Social Networking, Team Leadership, Learning Quickly, Microsoft Office, Social Media, Critical Thinking, Adaptability, Close Attention to..., Organization &..., Timely Execution, High Level Of Accuracy, Cross-functional..., Customer Service, Social Media Marketing, Microsoft Excel, PowerPoint, Leadership, Event Planning, Management, Public Speaking, Time Management
Education
University of Massachusetts Lowell 2012 — 2014
Bachelor of Science in Business Administration, Concentrations in Marketing and Management, 3.7
Brian Rattigan's Putnam Investments Experience October 2010 - September 2012
Job Manager, Digital Technology at Biogen
Industry Internet
Experience
Biogen April 2015 - Present
UX Consultant January 2006 - Present
Fidelity Investments May 2013 - January 2015
Putnam Investments October 2010 - September 2012
SapientNitro February 2008 - October 2010
Consultant January 2006 - January 2008
AT&T Broadband January 2001 - June 2002
Rhythms NetConnections January 2000 - December 2000
Skills
Mobile Development, Rapid Prototyping, Project Estimation, Requirements Analysis, Web Project Management, HTML5, CSS, JavaScript, jQuery, Usability, Interaction Design, User Experience Design, Content Strategy, Mobile Architecture, Content Management, User Experience, Mobile Applications, HTML 5, User Interface
Education
University of Massachusetts, Amherst
BA, English
Biogen April 2015 - Present
UX Consultant January 2006 - Present
Fidelity Investments May 2013 - January 2015
Putnam Investments October 2010 - September 2012
SapientNitro February 2008 - October 2010
Consultant January 2006 - January 2008
AT&T Broadband January 2001 - June 2002
Rhythms NetConnections January 2000 - December 2000
Skills
Mobile Development, Rapid Prototyping, Project Estimation, Requirements Analysis, Web Project Management, HTML5, CSS, JavaScript, jQuery, Usability, Interaction Design, User Experience Design, Content Strategy, Mobile Architecture, Content Management, User Experience, Mobile Applications, HTML 5, User Interface
Education
University of Massachusetts, Amherst
BA, English
Mark V. Tringale Mark V. Tringale's Putnam Investments Experience January 2006 - January 2008
Job Fund Account Manager, Senior Associate at State Street Bank
Industry Financial Services
Experience
State Street Bank & Trust June 2008 - Present
State Street Bank & Trust April 2010 - July 2011
State Street Bank & Trust June 2008 - April 2010
Putnam Investments January 2006 - January 2008
Skills
Fund Accounting, Bloomberg, Mutual Funds, Fund Administration, Swaps, Account Reconciliation, Fixed Income, Investments, Securities, Equities, Financial Analysis, Financial Reporting, Corporate Actions, Derivatives, Bloomberg Terminal
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
University of Massachusetts Lowell 2004 — 2008
Bachelors, Finance
State Street Bank & Trust June 2008 - Present
State Street Bank & Trust April 2010 - July 2011
State Street Bank & Trust June 2008 - April 2010
Putnam Investments January 2006 - January 2008
Skills
Fund Accounting, Bloomberg, Mutual Funds, Fund Administration, Swaps, Account Reconciliation, Fixed Income, Investments, Securities, Equities, Financial Analysis, Financial Reporting, Corporate Actions, Derivatives, Bloomberg Terminal
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
University of Massachusetts Lowell 2004 — 2008
Bachelors, Finance
Ian Moriarty's Putnam Investments Experience June 2011 - Present
Job Software Developer at Putnam Investments
Industry Computer Software
Experience
Putnam Investments June 2011 - Present
Dream Machine May 2007 - June 2011
Massachusetts Institute of Technology / iD Tech Camps July 2010 - August 2010
Skills
Java, Unix, SQL, Computer Science, Python, Subversion, C++, Git, Unix Shell Scripting, Linux, Oracle, Django, Matlab, JavaScript, Databases, Agile Methodologies, jQuery, Object Oriented Design
Education
University of Massachusetts, Amherst 2007 — 2011
BS, Computer Science, Mathematics
Putnam Investments June 2011 - Present
Dream Machine May 2007 - June 2011
Massachusetts Institute of Technology / iD Tech Camps July 2010 - August 2010
Skills
Java, Unix, SQL, Computer Science, Python, Subversion, C++, Git, Unix Shell Scripting, Linux, Oracle, Django, Matlab, JavaScript, Databases, Agile Methodologies, jQuery, Object Oriented Design
Education
University of Massachusetts, Amherst 2007 — 2011
BS, Computer Science, Mathematics
Vasilios Piskopanis Vasilios Piskopanis's Putnam Investments Experience September 2006 - December 2006
Job at Market Basket Food Stores
Industry Retail
Experience
Market Basket Food Stores June 2001 - Present
Putnam Investments September 2006 - December 2006
Education
University of Massachusetts Lowell 2003 — 2007
Bachelor's, Business Administration
Market Basket Food Stores June 2001 - Present
Putnam Investments September 2006 - December 2006
Education
University of Massachusetts Lowell 2003 — 2007
Bachelor's, Business Administration
Renee Balfour Renee Balfour's Putnam Investments Experience November 2010 - May 2014
Job AVP, Premier Relationship Manager
Industry Financial Services
Experience
Citizens Financial Group, Inc. April 2015 - Present
Putnam Investments November 2010 - May 2014
Putnam Investments June 2002 - November 2010
Putnam Investments September 2001 - June 2002
Skills
Mutual Funds, Series 7, Series 63
Education
University of Massachusetts Lowell 1993 — 1997
BS, Finance
Andover High School 1989 — 1993
Citizens Financial Group, Inc. April 2015 - Present
Putnam Investments November 2010 - May 2014
Putnam Investments June 2002 - November 2010
Putnam Investments September 2001 - June 2002
Skills
Mutual Funds, Series 7, Series 63
Education
University of Massachusetts Lowell 1993 — 1997
BS, Finance
Andover High School 1989 — 1993
Andre Arsenault's Putnam Investments Experience November 2011 - November 2012
Job Customer Service Manager at Cabot Heritage Corporation
Industry Financial Services
Experience
Cabot Heritage Corporation November 2012 - Present
Putnam Investments November 2011 - November 2012
Putnam Investments April 2007 - November 2011
Putnam Investments September 2006 - April 2007
Skills
Customer Service, Management, Supervising, Technology, Motivation, Client Rapport, Manage Client..., Salesforce.com, Mutual Funds, Operations Management, Customer Satisfaction, Call Centers, Relationship Management, Financial Services, Securities, Process Improvement, Sales, Telemarketing, Investments, Microsoft Office, Microsoft Excel
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Arts
Cabot Heritage Corporation November 2012 - Present
Putnam Investments November 2011 - November 2012
Putnam Investments April 2007 - November 2011
Putnam Investments September 2006 - April 2007
Skills
Customer Service, Management, Supervising, Technology, Motivation, Client Rapport, Manage Client..., Salesforce.com, Mutual Funds, Operations Management, Customer Satisfaction, Call Centers, Relationship Management, Financial Services, Securities, Process Improvement, Sales, Telemarketing, Investments, Microsoft Office, Microsoft Excel
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Arts
Kaitlin Keegan's Putnam Investments Experience January 2007 - February 2009
Job Senior Development Training Specialist at MEDITECH
Industry Hospital & Health Care
Experience
MEDITECH December 2013 - Present
MEDITECH April 2011 - Present
MEDITECH April 2011 - December 2011
Putnam Investments January 2007 - February 2009
Skills
Meditech, Software Documentation, Training, HTML, Project Management, Programming, Microsoft Office, CPOE, EHR, Website Development, C++, Google Analytics, Training Needs Analysis, Curriculum Design, Captivate, GIMP, Eclipse, TextPad, Web Design, Google Webmaster Tools, Curriculum Development, Staff Development, HL7, Healthcare Information..., Access, Visio, Java, C, Visual Basic, Dreamweaver, Camtasia, Data Analysis, Testing, EMR, Informatics, Adobe Software, Certified Scrum Master
Education
University of Massachusetts at Lowell 2009 — 2010
Master of Science, Health Management & Policy; Informatics
University of Massachusetts Lowell
Bachelor of Science, Information Technology
KP
MEDITECH December 2013 - Present
MEDITECH April 2011 - Present
MEDITECH April 2011 - December 2011
Putnam Investments January 2007 - February 2009
Skills
Meditech, Software Documentation, Training, HTML, Project Management, Programming, Microsoft Office, CPOE, EHR, Website Development, C++, Google Analytics, Training Needs Analysis, Curriculum Design, Captivate, GIMP, Eclipse, TextPad, Web Design, Google Webmaster Tools, Curriculum Development, Staff Development, HL7, Healthcare Information..., Access, Visio, Java, C, Visual Basic, Dreamweaver, Camtasia, Data Analysis, Testing, EMR, Informatics, Adobe Software, Certified Scrum Master
Education
University of Massachusetts at Lowell 2009 — 2010
Master of Science, Health Management & Policy; Informatics
University of Massachusetts Lowell
Bachelor of Science, Information Technology
KP
Tom Rankin Tom Rankin's Putnam Investments Experience July 2012 - Present
Job Pricing Supervisor at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2012 - Present
Putnam Investments January 2009 - July 2012
Putnam Investments January 2009 - June 2010
Bonkers Funhouse and Happy Hampton Arcade October 2006 - May 2009
Putnam Investments June 2008 - December 2008
Skills
Pricing
Education
University of Massachusetts Lowell 2006 — 2010
BOA, Finance with Financial Markets Concentration
Putnam Investments July 2012 - Present
Putnam Investments January 2009 - July 2012
Putnam Investments January 2009 - June 2010
Bonkers Funhouse and Happy Hampton Arcade October 2006 - May 2009
Putnam Investments June 2008 - December 2008
Skills
Pricing
Education
University of Massachusetts Lowell 2006 — 2010
BOA, Finance with Financial Markets Concentration
Steve Durant Steve Durant's Putnam Investments Experience May 2012 - Present
Job Middle Office Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments May 2012 - Present
Putnam Investments November 2009 - May 2012
Putnam Investments August 2008 - November 2009
Skills
Middle Office, Financial Services, Investments, Securities, Mutual Funds, Microsoft Excel, Finance, Bloomberg, Equities, Foreign Exchange, CTM, Fixed Income, Derivatives
Education
University of Massachusetts Lowell 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Putnam Investments May 2012 - Present
Putnam Investments November 2009 - May 2012
Putnam Investments August 2008 - November 2009
Skills
Middle Office, Financial Services, Investments, Securities, Mutual Funds, Microsoft Excel, Finance, Bloomberg, Equities, Foreign Exchange, CTM, Fixed Income, Derivatives
Education
University of Massachusetts Lowell 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Matthew D. Cain Matthew D. Cain's Putnam Investments Experience December 2011 - December 2014
Job Investment Analyst at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial January 2015 - Present
Putnam Investments December 2011 - December 2014
Putnam Investments January 2009 - December 2011
Putnam Investments January 2007 - December 2008
Skills
Investments, Retirement, Mutual Funds, Financial Services, Finance, Series 7, Securities
Education
University of Massachusetts Lowell 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Great-West Financial January 2015 - Present
Putnam Investments December 2011 - December 2014
Putnam Investments January 2009 - December 2011
Putnam Investments January 2007 - December 2008
Skills
Investments, Retirement, Mutual Funds, Financial Services, Finance, Series 7, Securities
Education
University of Massachusetts Lowell 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Demetrius Armstrong's Putnam Investments Experience December 2012 - May 2014
Job Home Equity Coordinator at USAlliance Federal Credit Union
Industry Financial Services
Experience
USAlliance Federal Credit Union June 2014 - Present
Putnam Investments December 2012 - May 2014
University of Massachusetts Lowell September 2011 - May 2014
UMass Lowell Parking Services October 2011 - December 2012
University of Massachusetts Lowell September 2010 - September 2011
University of Massachusetts Lowell January 2011 - August 2011
Quincy College September 2009 - January 2010
The City School July 2008 - August 2009
Skills
Leadership, Training, Management, Microsoft Excel, Public Speaking, Call Centers, Finance, Microsoft Office, Information Technology, PowerPoint, Microsoft Word, Customer Service, Time Management, Research, Data Analysis
Education
University of Massachusetts at Lowell 2010 — 2014
Business Administration-Finance
USAlliance Federal Credit Union June 2014 - Present
Putnam Investments December 2012 - May 2014
University of Massachusetts Lowell September 2011 - May 2014
UMass Lowell Parking Services October 2011 - December 2012
University of Massachusetts Lowell September 2010 - September 2011
University of Massachusetts Lowell January 2011 - August 2011
Quincy College September 2009 - January 2010
The City School July 2008 - August 2009
Skills
Leadership, Training, Management, Microsoft Excel, Public Speaking, Call Centers, Finance, Microsoft Office, Information Technology, PowerPoint, Microsoft Word, Customer Service, Time Management, Research, Data Analysis
Education
University of Massachusetts at Lowell 2010 — 2014
Business Administration-Finance
Philip Garrigan's Putnam Investments Experience December 2012 - July 2013
Job Assurance Intern at EY
Industry Accounting
Experience
EY June 2015 - Present
MFA - Moody, Famiglietti & Andronico January 2014 - May 2015
University of Massachusetts Lowell July 2013 - January 2015
Putnam Investments December 2012 - July 2013
Middlesex Community College May 2007 - September 2012
Skills
Microsoft Excel, Outlook, Microsoft Office, Time Management, Microsoft Word, Customer Service, Financial Reporting, Leadership, Accounting
Education
University of Massachusetts at Lowell 2011 — 2015
Bachelor of Business Administration (BBA), Accounting, GPA: 3.69/4.0
EY June 2015 - Present
MFA - Moody, Famiglietti & Andronico January 2014 - May 2015
University of Massachusetts Lowell July 2013 - January 2015
Putnam Investments December 2012 - July 2013
Middlesex Community College May 2007 - September 2012
Skills
Microsoft Excel, Outlook, Microsoft Office, Time Management, Microsoft Word, Customer Service, Financial Reporting, Leadership, Accounting
Education
University of Massachusetts at Lowell 2011 — 2015
Bachelor of Business Administration (BBA), Accounting, GPA: 3.69/4.0
Grace Poirier Grace Poirier's Putnam Investments Experience June 1985 - September 1993
Job LPN at Cambridge Health Alliance
Industry Financial Services
Experience
Cambridge Health Alliance- Malden Family Health Care July 2014 - Present
Bear Hill Nursing Center October 2013 - June 2014
Shawsheen Valley Technical HS June 2012 - June 2013
Merrill Lynch October 1993 - July 2003
Putnam Investments June 1985 - September 1993
Skills
Microsoft Office, Healthcare, Customer Service, Team Building, Hospitals, Pediatrics, Patient Education, Microsoft Word, Sales, Microsoft Excel, BLS, Acute Care, Wound Care, Medication..., Public Speaking, Word Perfect, Excel, Subsitite Teacher..., AHA Healthcare Provider, Vaccine Management
Education
Shawsheen Valley Technical School of PN 2012 — 2013
LPN, Practical Nursing, Vocational Nursing and Nursing Assistants
UMass Lowell 1986 — 1989
Liberal Arts
Cambridge Health Alliance- Malden Family Health Care July 2014 - Present
Bear Hill Nursing Center October 2013 - June 2014
Shawsheen Valley Technical HS June 2012 - June 2013
Merrill Lynch October 1993 - July 2003
Putnam Investments June 1985 - September 1993
Skills
Microsoft Office, Healthcare, Customer Service, Team Building, Hospitals, Pediatrics, Patient Education, Microsoft Word, Sales, Microsoft Excel, BLS, Acute Care, Wound Care, Medication..., Public Speaking, Word Perfect, Excel, Subsitite Teacher..., AHA Healthcare Provider, Vaccine Management
Education
Shawsheen Valley Technical School of PN 2012 — 2013
LPN, Practical Nursing, Vocational Nursing and Nursing Assistants
UMass Lowell 1986 — 1989
Liberal Arts
Jamey Whitney Jamey Whitney's Putnam Investments Experience February 1995 - January 1998
Job Business DevelopmentBusiness Operations
Industry Construction
Experience
Merrimac Tile Company LLC June 2013 - Present
Wachovia Securities Financial Network November 2003 - June 2004
State Street November 2000 - November 2003
Boston Financial Data Services January 1998 - November 2000
Putnam Investments February 1995 - January 1998
Skills
Finance, Management, Sales, Team Leadership, Accounting, Project Management
Education
University of Massachusetts Lowell 1992 — 1996
Liberal Arts and Sciences/Liberal Studies
Merrimac Tile Company LLC June 2013 - Present
Wachovia Securities Financial Network November 2003 - June 2004
State Street November 2000 - November 2003
Boston Financial Data Services January 1998 - November 2000
Putnam Investments February 1995 - January 1998
Skills
Finance, Management, Sales, Team Leadership, Accounting, Project Management
Education
University of Massachusetts Lowell 1992 — 1996
Liberal Arts and Sciences/Liberal Studies
Bob Gancarz Bob Gancarz's Putnam Investments Experience 2000 - 2009
Job Independent Software Engineer
Industry Information Technology and Services
Experience
State Street Bank November 1991 - Present
Gancarz Software Consultants, Inc. 1989 - Present
Putnam Investments 2000 - 2009
Fidelity Investments January 2005 - June 2007
EyeTraction.com January 2000 - December 2001
BBN Technologies 1997 - 2000
Ontologics February 1991 - November 1991
Citizens Bank August 1990 - February 1991
Digital Equipment Corporation March 1989 - June 1990
Bank of New England 1985 - 1989
Skills
Software Development, Project Management, Java Enterprise Edition, Database Design, Oracle Applications
Education
University of Massachusetts, Amherst 1976 — 1980
BA, History
State Street Bank November 1991 - Present
Gancarz Software Consultants, Inc. 1989 - Present
Putnam Investments 2000 - 2009
Fidelity Investments January 2005 - June 2007
EyeTraction.com January 2000 - December 2001
BBN Technologies 1997 - 2000
Ontologics February 1991 - November 1991
Citizens Bank August 1990 - February 1991
Digital Equipment Corporation March 1989 - June 1990
Bank of New England 1985 - 1989
Skills
Software Development, Project Management, Java Enterprise Edition, Database Design, Oracle Applications
Education
University of Massachusetts, Amherst 1976 — 1980
BA, History
Ryan Downing Ryan Downing's Putnam Investments Experience June 2014 - Present
Job Client Service Representative at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2014 - Present
US Environmental Protection Agency (EPA) June 2011 - June 2013
Shaws Supermarkets July 2007 - January 2010
Skills
Microsoft Office, Google Apps, Microsoft Word, Microsoft Excel, Customer Service, Time Management, PowerPoint, Teamwork, Social Media, Leadership, Social Networking, Public Speaking, Social Media Marketing
Education
University of Massachusetts Lowell 2011 — 2014
Bachelor of Science (B.S.), Business Administration, Management and Marketing
Putnam Investments June 2014 - Present
US Environmental Protection Agency (EPA) June 2011 - June 2013
Shaws Supermarkets July 2007 - January 2010
Skills
Microsoft Office, Google Apps, Microsoft Word, Microsoft Excel, Customer Service, Time Management, PowerPoint, Teamwork, Social Media, Leadership, Social Networking, Public Speaking, Social Media Marketing
Education
University of Massachusetts Lowell 2011 — 2014
Bachelor of Science (B.S.), Business Administration, Management and Marketing
Erin Rainwater Erin Rainwater's Putnam Investments Experience 2005 - 2007
Job Manager, Practice Management Operations at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network December 2011 - Present
Commonwealth Financial Network November 2010 - December 2011
Commonwealth Financial Network November 2009 - November 2010
Commonwealth Financial Network November 2007 - November 2009
Putnam Investments 2005 - 2007
Skills
FINRA, Series 7, Series 63, Investments, Mutual Funds, Financial Services
Education
University of Massachusetts, Amherst 1999 — 2003
BA, History
Commonwealth Financial Network December 2011 - Present
Commonwealth Financial Network November 2010 - December 2011
Commonwealth Financial Network November 2009 - November 2010
Commonwealth Financial Network November 2007 - November 2009
Putnam Investments 2005 - 2007
Skills
FINRA, Series 7, Series 63, Investments, Mutual Funds, Financial Services
Education
University of Massachusetts, Amherst 1999 — 2003
BA, History
Vincent Bordini Vincent Bordini's Putnam Investments Experience November 2009 - April 2010
Job Financial Analyst at VCE
Industry Information Technology and Services
Experience
VCE February 2015 - Present
VCE January 2014 - February 2015
iBasis July 2013 - December 2013
iBasis January 2013 - June 2013
iBasis April 2012 - December 2012
iBasis August 2011 - April 2012
Cambridge Financial Services January 2011 - June 2011
Martha's Vineyard Land Bank May 2010 - August 2010
Putnam Investments November 2009 - April 2010
Skills
Management, Investments, Analysis, Data Analysis, Budgets, Sales, Leadership
Education
University of Massachusetts Lowell 2007 — 2011
BSBA, Finance and Management
VCE February 2015 - Present
VCE January 2014 - February 2015
iBasis July 2013 - December 2013
iBasis January 2013 - June 2013
iBasis April 2012 - December 2012
iBasis August 2011 - April 2012
Cambridge Financial Services January 2011 - June 2011
Martha's Vineyard Land Bank May 2010 - August 2010
Putnam Investments November 2009 - April 2010
Skills
Management, Investments, Analysis, Data Analysis, Budgets, Sales, Leadership
Education
University of Massachusetts Lowell 2007 — 2011
BSBA, Finance and Management
Robert Verrico Robert Verrico's Putnam Investments Experience January 2005 - December 2005
Job Financial Reporting Manager Stone Coast Fund Services, LLC
Industry Financial Services
Experience
Stone Coast Fund Services January 2014 - Present
JPMorgan Chase January 2013 - December 2013
State Street January 2010 - December 2012
State Street January 2007 - December 2009
Fidelity Investments January 2006 - December 2006
Putnam Investments January 2005 - December 2005
Skills
Hedge Funds, Alternative Investments, Project Management, Strategic Planning, GAAP, Financial Reporting, Management, US GAAP, Private Equity, Microsoft Excel, Fund Accounting
Education
University of Massachusetts at Lowell
Bachelor's degree, Marketing and Finance
North Reading High School
Stone Coast Fund Services January 2014 - Present
JPMorgan Chase January 2013 - December 2013
State Street January 2010 - December 2012
State Street January 2007 - December 2009
Fidelity Investments January 2006 - December 2006
Putnam Investments January 2005 - December 2005
Skills
Hedge Funds, Alternative Investments, Project Management, Strategic Planning, GAAP, Financial Reporting, Management, US GAAP, Private Equity, Microsoft Excel, Fund Accounting
Education
University of Massachusetts at Lowell
Bachelor's degree, Marketing and Finance
North Reading High School
Adam Needel Adam Needel's Putnam Investments Experience January 1995 - June 1996
Job Immediate Payment Initiative
Industry Banking
Experience
ACI Worldwide August 2015 - Present
ACI Worldwide - Wholesale Banking April 2007 - August 2015
ACI Worldwide - Wholesale Banking May 2000 - April 2007
LIBERTY FUNDS GROUP, INC./Colonial Management Associates June 1996 - May 2000
Putnam Investments January 1995 - June 1996
Scudder Investments December 1991 - December 1994
Skills
SDLC, Transaction Processing, Management, Electronic Payments, Business Analysis, Program Management, Banking, Quality Assurance, SEPA, Project Management, Product Management, Testing, Payment Systems, Payments, Software Documentation, Requirements Gathering, Business Requirements, Base24, EMV, Debit Cards, SWIFT payments, ISO8583, Leadership, Training
Education
University of Massachusetts, Amherst 1987 — 1991
BBA
Randolph High 1984 — 1987
Bachelors of Business Admin
ACI Worldwide August 2015 - Present
ACI Worldwide - Wholesale Banking April 2007 - August 2015
ACI Worldwide - Wholesale Banking May 2000 - April 2007
LIBERTY FUNDS GROUP, INC./Colonial Management Associates June 1996 - May 2000
Putnam Investments January 1995 - June 1996
Scudder Investments December 1991 - December 1994
Skills
SDLC, Transaction Processing, Management, Electronic Payments, Business Analysis, Program Management, Banking, Quality Assurance, SEPA, Project Management, Product Management, Testing, Payment Systems, Payments, Software Documentation, Requirements Gathering, Business Requirements, Base24, EMV, Debit Cards, SWIFT payments, ISO8583, Leadership, Training
Education
University of Massachusetts, Amherst 1987 — 1991
BBA
Randolph High 1984 — 1987
Bachelors of Business Admin
Jeffrey Jackman Jeffrey Jackman's Putnam Investments Experience September 2007 - April 2009
Job Portfolio Accountant at AlphaSimplex Group
Industry Financial Services
Experience
AlphaSimplex Group, LLC April 2015 - Present
JPMorgan Chase December 2013 - April 2015
State Street Alternative Investment Solutions March 2011 - August 2013
International Fund Services (Ireland) Ltd, A State Street Company January 2010 - March 2011
Putnam Investments September 2007 - April 2009
Skills
Hedge Funds, Financial Analysis, Microsoft Excel, Mutual Funds, Interpersonal Skill, Investor Relations, Financial Reporting, Financial Accounting, Hedge Accounting, Corporate Finance, Customer Service, Alternative Investments, Microsoft Office, Ad Hoc Reporting, Relationship Management, Performance Analysis, Analytics, Banking, Finance, ERISA, Interpersonal..., Asset Managment, Account Reconciliation, Trading, Investments, Financial Statements, Valuation, Securities, Bloomberg, Bloomberg Terminal, Equities, Fixed Income, Fund Of Funds, Fund Administration, Accounting, Reconciliation, Statements, Monthly Reporting, Trade Processing, Advent, Swaps, Repos
Education
University of Massachusetts 2005 — 2009
Bachelor of Science, Business Administration; Finance and Marketing
University of Massachusetts Lowell 2005 — 2009
Bachelor's degree, Finance and Marketing
AlphaSimplex Group, LLC April 2015 - Present
JPMorgan Chase December 2013 - April 2015
State Street Alternative Investment Solutions March 2011 - August 2013
International Fund Services (Ireland) Ltd, A State Street Company January 2010 - March 2011
Putnam Investments September 2007 - April 2009
Skills
Hedge Funds, Financial Analysis, Microsoft Excel, Mutual Funds, Interpersonal Skill, Investor Relations, Financial Reporting, Financial Accounting, Hedge Accounting, Corporate Finance, Customer Service, Alternative Investments, Microsoft Office, Ad Hoc Reporting, Relationship Management, Performance Analysis, Analytics, Banking, Finance, ERISA, Interpersonal..., Asset Managment, Account Reconciliation, Trading, Investments, Financial Statements, Valuation, Securities, Bloomberg, Bloomberg Terminal, Equities, Fixed Income, Fund Of Funds, Fund Administration, Accounting, Reconciliation, Statements, Monthly Reporting, Trade Processing, Advent, Swaps, Repos
Education
University of Massachusetts 2005 — 2009
Bachelor of Science, Business Administration; Finance and Marketing
University of Massachusetts Lowell 2005 — 2009
Bachelor's degree, Finance and Marketing
Matthew Fehmel Matthew Fehmel's Putnam Investments Experience January 2015 - Present
Job Sales and Marketing Coop at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2015 - Present
Putnam Investments January 2014 - January 2015
Market Basket Foods November 2011 - May 2014
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Management, Investments, PowerPoint, Teamwork, Access, Trading
Education
University of Massachusetts Lowell 2012 — 2016
Financial Markets
Putnam Investments January 2015 - Present
Putnam Investments January 2014 - January 2015
Market Basket Foods November 2011 - May 2014
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Management, Investments, PowerPoint, Teamwork, Access, Trading
Education
University of Massachusetts Lowell 2012 — 2016
Financial Markets
Edward Humphries Edward Humphries's Putnam Investments Experience August 1994 - April 2001
Job Product Analyst, BNY Mellon Asset Servicing
Industry Financial Services
Experience
PNC Financial Services Group August 2001 - June 2009
Putnam Investments August 1994 - April 2001
Education
University of Massachusetts, Amherst 1990 — 1994
BA, Journalism
PNC Financial Services Group August 2001 - June 2009
Putnam Investments August 1994 - April 2001
Education
University of Massachusetts, Amherst 1990 — 1994
BA, Journalism
Justin Loranger Justin Loranger's Putnam Investments Experience December 2014 — October 2015
Job Inside Sales Account Executive at RSA
Industry Software Sales & Cybersecurity
Experience
Putnam Investments December 2014 — October 2015
Elemental Productions March 2008 — Present
MASS Electronic Dance Music Community (MASS EDMC) November 2009 — December 2014
Steez Promo November 2012 — 2014
Entercom October 2009 — April 2010
Nuance Communications October 2015 — September 2017
RSA October 2017 — Present
Skills
Facebook, Cooking, Social Networking, DJ, Time Management, Social Media Marketing, Blogging, Social Media, Press Releases, Event Planning, Music, Event Management, Entertainment, Marketing, Music Industry, Public Relations, Sales, Advertising
Education
UMass Lowell 2008 — 2014
Bachelor's Degree, English Journalism
Wilmington High School 2004 — 2008
General Diploma
Putnam Investments December 2014 — October 2015
Elemental Productions March 2008 — Present
MASS Electronic Dance Music Community (MASS EDMC) November 2009 — December 2014
Steez Promo November 2012 — 2014
Entercom October 2009 — April 2010
Nuance Communications October 2015 — September 2017
RSA October 2017 — Present
Skills
Facebook, Cooking, Social Networking, DJ, Time Management, Social Media Marketing, Blogging, Social Media, Press Releases, Event Planning, Music, Event Management, Entertainment, Marketing, Music Industry, Public Relations, Sales, Advertising
Education
UMass Lowell 2008 — 2014
Bachelor's Degree, English Journalism
Wilmington High School 2004 — 2008
General Diploma
John Newcomer's Putnam Investments Experience December 2005 - July 2013
Job Network Architect at McCracken Financial Software
Industry Information Technology and Services
Experience
McCracken Financial Software July 2013 - Present
self June 1984 - Present
Putnam Investments December 2005 - July 2013
PetEdge June 2004 - December 2005
Sideband Systems October 2003 - April 2004
Appraisals Unlimited December 2002 - October 2003
Lightbridge March 1999 - June 2002
Shake January 1998 - August 2000
UNIFI Communications August 1995 - February 1999
Fax International August 1995 - February 1999
Skills
Project Management, Enterprise Network..., Network Administration, Telecommunications, VoIP, WiFi, Power Systems, Linux, Integration, Troubleshooting, Cloud Computing, Vendor Management, Networking, Wireless Networking, Information Technology, Unix, Active Directory, IT Operations, SDLC, Windows, Technical Support, Software Documentation, Mobile Devices, Windows Server
Education
University of Phoenix 2006 — 2009
MBA, Masters in Business Administration - Technology Management
University of Massachusetts 1987 — 1993
BS, Electrical Engineering
Concord Academy 1984 — 1987
HS, Math, Science, and Music
The Fenn School
McCracken Financial Software July 2013 - Present
self June 1984 - Present
Putnam Investments December 2005 - July 2013
PetEdge June 2004 - December 2005
Sideband Systems October 2003 - April 2004
Appraisals Unlimited December 2002 - October 2003
Lightbridge March 1999 - June 2002
Shake January 1998 - August 2000
UNIFI Communications August 1995 - February 1999
Fax International August 1995 - February 1999
Skills
Project Management, Enterprise Network..., Network Administration, Telecommunications, VoIP, WiFi, Power Systems, Linux, Integration, Troubleshooting, Cloud Computing, Vendor Management, Networking, Wireless Networking, Information Technology, Unix, Active Directory, IT Operations, SDLC, Windows, Technical Support, Software Documentation, Mobile Devices, Windows Server
Education
University of Phoenix 2006 — 2009
MBA, Masters in Business Administration - Technology Management
University of Massachusetts 1987 — 1993
BS, Electrical Engineering
Concord Academy 1984 — 1987
HS, Math, Science, and Music
The Fenn School
Jonathan Dickson's Putnam Investments Experience June 1998 - February 2000
Job Sr. Director, Technology
Industry Information Technology and Services
Experience
Novation February 2011 - Present
Blockbuster August 2008 - February 2011
Blockbuster June 2006 - August 2008
Capital One Auto Finance December 2005 - May 2006
Totality (now Verizon Business) February 2004 - December 2005
edocs February 2000 - January 2004
Putnam Investments June 1998 - February 2000
Skills
ITIL, Compliance, Service Delivery, Strategic Technology..., Vendor, SDLC, Vendors, Data Center, Project Management, Service Level Management, Cloud Computing, Agile Methodologies, Management, Program Management, Enterprise Software, Business Process, Business Intelligence, E-commerce, Change Management, Oracle, Requirements Analysis, Enterprise Architecture, Product Management, Process Improvement, Project Planning, Databases, Vendor Management, Data Warehousing, Visio, System Administration, Business Analysis, CRM, Analytics, Leadership, Outsourcing, Integration, Start-ups, Consulting, IT Management, Cross-functional Team..., Professional Services, SharePoint, Software Development, PMP, Information Technology, Solution Architecture, Project Portfolio..., Software Project..., SaaS, SOA
Education
University of Massachusetts at Lowell 1990 — 1999
Bachelor of Science (B.S.)
Novation February 2011 - Present
Blockbuster August 2008 - February 2011
Blockbuster June 2006 - August 2008
Capital One Auto Finance December 2005 - May 2006
Totality (now Verizon Business) February 2004 - December 2005
edocs February 2000 - January 2004
Putnam Investments June 1998 - February 2000
Skills
ITIL, Compliance, Service Delivery, Strategic Technology..., Vendor, SDLC, Vendors, Data Center, Project Management, Service Level Management, Cloud Computing, Agile Methodologies, Management, Program Management, Enterprise Software, Business Process, Business Intelligence, E-commerce, Change Management, Oracle, Requirements Analysis, Enterprise Architecture, Product Management, Process Improvement, Project Planning, Databases, Vendor Management, Data Warehousing, Visio, System Administration, Business Analysis, CRM, Analytics, Leadership, Outsourcing, Integration, Start-ups, Consulting, IT Management, Cross-functional Team..., Professional Services, SharePoint, Software Development, PMP, Information Technology, Solution Architecture, Project Portfolio..., Software Project..., SaaS, SOA
Education
University of Massachusetts at Lowell 1990 — 1999
Bachelor of Science (B.S.)
Leo Laskin's Putnam Investments Experience October 2003 - October 2005
Job QA Manager at Spredfast
Industry Computer Software
Experience
Spredfast April 2015 - Present
Spredfast December 2013 - April 2015
Nanigans September 2011 - December 2013
Vivaki May 2010 - September 2011
Kofax November 2009 - May 2010
CrunchTime! Information Systems August 2008 - November 2009
Pivot Solutions May 2007 - August 2008
Citrix Systems June 2006 - May 2007
Putnam Investments October 2003 - October 2005
Skills
Selenium, Ruby, Automation, SDLC, Agile Methodologies, Test Automation, Test Planning, Test Management, Usability Testing, Regression Testing, User Acceptance Testing, JavaScript, E-commerce SEO, SEM, Firebug, Internet Technologies, Manual Testing, Software Quality..., SQL, Scrum, Testing, Unix, Subversion, Linux, JIRA, Quality Assurance, Software Engineering, Waterfall, Watir, MySQL, WebDriver, Test Cases, System Testing, Web Applications, Java, Software Development, Management
Education
University of Massachusetts Lowell 2001 — 2006
B.Sc., Computer Science
Spredfast April 2015 - Present
Spredfast December 2013 - April 2015
Nanigans September 2011 - December 2013
Vivaki May 2010 - September 2011
Kofax November 2009 - May 2010
CrunchTime! Information Systems August 2008 - November 2009
Pivot Solutions May 2007 - August 2008
Citrix Systems June 2006 - May 2007
Putnam Investments October 2003 - October 2005
Skills
Selenium, Ruby, Automation, SDLC, Agile Methodologies, Test Automation, Test Planning, Test Management, Usability Testing, Regression Testing, User Acceptance Testing, JavaScript, E-commerce SEO, SEM, Firebug, Internet Technologies, Manual Testing, Software Quality..., SQL, Scrum, Testing, Unix, Subversion, Linux, JIRA, Quality Assurance, Software Engineering, Waterfall, Watir, MySQL, WebDriver, Test Cases, System Testing, Web Applications, Java, Software Development, Management
Education
University of Massachusetts Lowell 2001 — 2006
B.Sc., Computer Science
Garrick Young's Putnam Investments Experience June 2013 - December 2013
Job MIS Business Analyst at Santander Group
Industry Financial Services
Experience
Santander Bank, N.A. February 2014 - Present
Putnam Investments June 2013 - December 2013
Fidelity Investments February 2011 - December 2012
JP Morgan Chase July 2006 - May 2010
Investors Bank & Trust March 2006 - July 2006
Skills
Finance, Bloomberg, Financial Analysis, Mutual Funds, Financial Services, Financial Modeling
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science (BS), International Finance
Santander Bank, N.A. February 2014 - Present
Putnam Investments June 2013 - December 2013
Fidelity Investments February 2011 - December 2012
JP Morgan Chase July 2006 - May 2010
Investors Bank & Trust March 2006 - July 2006
Skills
Finance, Bloomberg, Financial Analysis, Mutual Funds, Financial Services, Financial Modeling
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science (BS), International Finance
Michael Cannata's Putnam Investments Experience December 2003 - September 2005
Job Auditor at VA Office of Inspector General
Industry Government Administration
Experience
VA Office of Inspector General September 2005 - Present
Putnam Investments December 2003 - September 2005
Skills
Microsoft Excel, Budgets, Customer Service, Financial Reporting, Microsoft Office, Outlook, PowerPoint, Team Leadership, Investments, Microsoft Word, Analysis, Financial Analysis, Access, Management, Leadership, Process Improvement, Data Analysis, Team Building, Strategic Planning, Finance
Education
University of Massachusetts Lowell 2007 — 2010
MBA
University of Massachusetts Lowell 2000 — 2004
BS, Accounting
Westford Academy
VA Office of Inspector General September 2005 - Present
Putnam Investments December 2003 - September 2005
Skills
Microsoft Excel, Budgets, Customer Service, Financial Reporting, Microsoft Office, Outlook, PowerPoint, Team Leadership, Investments, Microsoft Word, Analysis, Financial Analysis, Access, Management, Leadership, Process Improvement, Data Analysis, Team Building, Strategic Planning, Finance
Education
University of Massachusetts Lowell 2007 — 2010
MBA
University of Massachusetts Lowell 2000 — 2004
BS, Accounting
Westford Academy
Ralph Boisvert's Putnam Investments Experience 2012 - Present
Job Specialist at Putnam Investments
Industry Financial Services
Experience
Putnam Investments 2012 - Present
Putnam Investments 2009 - 2012
Putnam Investments April 2007 - 2009
Education
University of Massachusetts Lowell
Associate of Science (AS), Information Technology
Putnam Investments 2012 - Present
Putnam Investments 2009 - 2012
Putnam Investments April 2007 - 2009
Education
University of Massachusetts Lowell
Associate of Science (AS), Information Technology
Mark Coneeny's Putnam Investments Experience June 1987 - Present
Job Head of Relationship Management
Industry Financial Services
Experience
Putnam Investments June 1987 - Present
Education
University of Massachusetts at Lowell
Bachelor of Science (BS)
Putnam Investments June 1987 - Present
Education
University of Massachusetts at Lowell
Bachelor of Science (BS)
Scott Gramstorff's Putnam Investments Experience 1995 - 1996
Job Director, RIA Operations, John Hancock Financial Network
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) May 2010 - Present
John Hancock Life Insurance Company (U.S.A.) January 2007 - June 2008
Fidelity Investments April 2002 - October 2004
Fidelity Investments October 1999 - April 2002
Putnam Investments 1995 - 1996
Skills
Series 7, Asset Allocation, Wealth Management, 401k, Retirement, Retirement Planning, Series 63, Investment Advisory, Investment Strategies, Asset Management, Portfolio Management, Investment Management, Investments, Series 24, Series 6, FINRA, Securities, Financial Services, Mutual Funds, Series 65, Uniform Combined State..., Life Insurance, Alternative Investments, ETFs, Fixed Annuities, Relationship Management, Equities
Education
University of Massachusetts at Lowell 1991 — 1994
Batchelor of Science, Business Administration, Management and Operations
North Reading High 1986 — 1989
John Hancock Life Insurance Company (U.S.A.) May 2010 - Present
John Hancock Life Insurance Company (U.S.A.) January 2007 - June 2008
Fidelity Investments April 2002 - October 2004
Fidelity Investments October 1999 - April 2002
Putnam Investments 1995 - 1996
Skills
Series 7, Asset Allocation, Wealth Management, 401k, Retirement, Retirement Planning, Series 63, Investment Advisory, Investment Strategies, Asset Management, Portfolio Management, Investment Management, Investments, Series 24, Series 6, FINRA, Securities, Financial Services, Mutual Funds, Series 65, Uniform Combined State..., Life Insurance, Alternative Investments, ETFs, Fixed Annuities, Relationship Management, Equities
Education
University of Massachusetts at Lowell 1991 — 1994
Batchelor of Science, Business Administration, Management and Operations
North Reading High 1986 — 1989
Shawn Knightly's Putnam Investments Experience November 1998 - July 2003
Job Commercial/Industrial Roofing Professional
Industry Construction
Experience
CentiMark Corporation August 2011 - Present
LeClair Roofing & Weatherproofing, Inc. October 2010 - August 2011
Channel Building Company, Inc. April 2007 - October 2010
LeClair Roofing & Weatherproofing, Inc. July 2004 - April 2007
Direct Capital Corporation July 2003 - June 2004
Putnam Investments November 1998 - July 2003
Skills
Project Management, Contract Management, Contract Negotiation, Budgets, Construction, Construction Management, Contractors, Business Development, Strategic Planning, Negotiation, Value Engineering, Project Planning
Education
University of Massachusetts at Lowell 2009 — 2009
University of New Hampshire 1994 — 1998
BA
CentiMark Corporation August 2011 - Present
LeClair Roofing & Weatherproofing, Inc. October 2010 - August 2011
Channel Building Company, Inc. April 2007 - October 2010
LeClair Roofing & Weatherproofing, Inc. July 2004 - April 2007
Direct Capital Corporation July 2003 - June 2004
Putnam Investments November 1998 - July 2003
Skills
Project Management, Contract Management, Contract Negotiation, Budgets, Construction, Construction Management, Contractors, Business Development, Strategic Planning, Negotiation, Value Engineering, Project Planning
Education
University of Massachusetts at Lowell 2009 — 2009
University of New Hampshire 1994 — 1998
BA
Ellen Neary's Putnam Investments Experience 2010 - Present
Job Head of Human Resources at Putnam Investments
Industry Financial Services
Experience
Putnam Investments 2010 - Present
Putnam Investments 2007 - 2010
Putnam Investments 2000 - 2007
Putnam Investments 1997 - 2000
ITT Sheraton Corporation (purchased by Starwood Hotels in 1998) 1995 - 1997
ITT Sheraton Corporation (purchased by Starwood Hotels in 1998) 1995 - 1995
Putnam Investments 1992 - 1995
ITT Sheraton Corporation (purchased by Starwood Hotels in 1998) 1988 - 1992
ITT Sheraton Corporation (purchased by Starwood Hotels in 1998) 1986 - 1988
Education
University of Massachusetts, Amherst
Putnam Investments 2010 - Present
Putnam Investments 2007 - 2010
Putnam Investments 2000 - 2007
Putnam Investments 1997 - 2000
ITT Sheraton Corporation (purchased by Starwood Hotels in 1998) 1995 - 1997
ITT Sheraton Corporation (purchased by Starwood Hotels in 1998) 1995 - 1995
Putnam Investments 1992 - 1995
ITT Sheraton Corporation (purchased by Starwood Hotels in 1998) 1988 - 1992
ITT Sheraton Corporation (purchased by Starwood Hotels in 1998) 1986 - 1988
Education
University of Massachusetts, Amherst
James McIsaac's Putnam Investments Experience July 2006 - November 2007
Job Business Analyst
Industry Financial Services
Experience
J.P. Morgan January 2008 - Present
Putnam Investments July 2006 - November 2007
U.S. Department of Treasury September 2005 - December 2005
Skills
Fund Services, Mutual Funds, Visual Basic, InvestOne, Transfer Pricing, Fund Accounting, Outsourcing, Migration Projects
Education
University of Massachusetts at Lowell 2004 — 2007
Bachelor of Science, Finance, Summa Cum Laude
J.P. Morgan January 2008 - Present
Putnam Investments July 2006 - November 2007
U.S. Department of Treasury September 2005 - December 2005
Skills
Fund Services, Mutual Funds, Visual Basic, InvestOne, Transfer Pricing, Fund Accounting, Outsourcing, Migration Projects
Education
University of Massachusetts at Lowell 2004 — 2007
Bachelor of Science, Finance, Summa Cum Laude
Erica Paradis's Putnam Investments Experience December 2005 - January 2007
Job AssociateBusiness Analyst
Industry Accounting
Experience
Brown Brothers Harriman March 2011 - Present
Brown Brothers Harriman June 2007 - March 2011
State Street Bank January 2007 - June 2007
Putnam Investments December 2005 - January 2007
Skills
Account Reconciliation, Financial Analysis, Accounting, Financial Reporting, Fixed Income, Hedge Funds, Investments, Mutual Funds
Education
University of Massachusetts Lowell 1997 — 2001
Accounting
Brown Brothers Harriman March 2011 - Present
Brown Brothers Harriman June 2007 - March 2011
State Street Bank January 2007 - June 2007
Putnam Investments December 2005 - January 2007
Skills
Account Reconciliation, Financial Analysis, Accounting, Financial Reporting, Fixed Income, Hedge Funds, Investments, Mutual Funds
Education
University of Massachusetts Lowell 1997 — 2001
Accounting
Mark Ricketson's Putnam Investments Experience January 2002 - March 2003
Job Vice President, Charitable Planning Consultant at Fidelity Investments, Fidelity Charitable
Industry Financial Services
Experience
Fidelity Charitable March 2004 - Present
Quick & Reilly March 2003 - March 2004
Putnam Investments January 2002 - March 2003
Putnam Investments February 2001 - January 2002
Skills
Wealth Management, Series 63, Investments, Strategic Financial..., Asset Managment, Series 7, Estate Planning
Education
University of Massachusetts Lowell 1998 — 2000
BS, Finance
Fidelity Charitable March 2004 - Present
Quick & Reilly March 2003 - March 2004
Putnam Investments January 2002 - March 2003
Putnam Investments February 2001 - January 2002
Skills
Wealth Management, Series 63, Investments, Strategic Financial..., Asset Managment, Series 7, Estate Planning
Education
University of Massachusetts Lowell 1998 — 2000
BS, Finance
George W Bugler III's Putnam Investments Experience September 2010 - Present
Job Schedule Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments September 2010 - Present
Putnam Investments September 2008 - September 2010
Putnam Investments December 2006 - October 2008
Skills
Lotus Notes, Series 7, Series 24, Microsoft Excel, Mutual Funds, Call Center, Series 6, Analysis, Access, Risk Management, Fixed Income, Financial Analysis, Financial Services, Series 63, Asset Allocation, Process Improvement, Securities, Investments, Vendor Management, 401k, Management, Leadership, Bloomberg, Asset Managment, Call Centers, VBA, Operations Management, Portfolio Management, Equities, Finance, Software Documentation, Series 65, Alternative Investments, FINRA, Financial Modeling, Employee Benefits, Outlook, Data Analysis, Relationship Management, Credit, Forecasting, Fixed Annuities, Insurance, Retirement, Time Management, Wealth Management, Sales, Business Analysis, Quality Assurance, Strategic Financial...
Education
University of Massachusetts Lowell 2002 — 2004
MBA, Managenment
University of Massachusetts Lowell 1998 — 2001
Buiness Administration, Finance
Putnam Investments September 2010 - Present
Putnam Investments September 2008 - September 2010
Putnam Investments December 2006 - October 2008
Skills
Lotus Notes, Series 7, Series 24, Microsoft Excel, Mutual Funds, Call Center, Series 6, Analysis, Access, Risk Management, Fixed Income, Financial Analysis, Financial Services, Series 63, Asset Allocation, Process Improvement, Securities, Investments, Vendor Management, 401k, Management, Leadership, Bloomberg, Asset Managment, Call Centers, VBA, Operations Management, Portfolio Management, Equities, Finance, Software Documentation, Series 65, Alternative Investments, FINRA, Financial Modeling, Employee Benefits, Outlook, Data Analysis, Relationship Management, Credit, Forecasting, Fixed Annuities, Insurance, Retirement, Time Management, Wealth Management, Sales, Business Analysis, Quality Assurance, Strategic Financial...
Education
University of Massachusetts Lowell 2002 — 2004
MBA, Managenment
University of Massachusetts Lowell 1998 — 2001
Buiness Administration, Finance
Ryan Wilkie's Putnam Investments Experience October 2006 - August 2011
Job Program Director Client Partnerships
Industry Hospital & Health Care
Experience
Beacon Health Options August 2015 - Present
Beacon Health Options August 2013 - July 2015
Beacon Health Strategies May 2013 - August 2013
Beacon Health Strategies August 2011 - May 2013
Putnam Investments October 2006 - August 2011
Putnam Investments December 2003 - October 2006
Skills
Mutual Funds, Call Center, Process Improvement, Team Management, Call Centers, Training, Leadership, Management, Recruiting, Employee Benefits, Business Process..., Insurance, Microsoft Excel, Customer Retention, Policy, Business Analysis, Finance, Analysis, Data Analysis, Customer Service, Operations Management, Project Management, Forecasting, Relationship Management, HIPAA, Access, Microsoft Office, Software Documentation, Team Building
Education
University of Massachusetts Lowell 2003 — 2006
Bachelors, Finance and Management
Beacon Health Options August 2015 - Present
Beacon Health Options August 2013 - July 2015
Beacon Health Strategies May 2013 - August 2013
Beacon Health Strategies August 2011 - May 2013
Putnam Investments October 2006 - August 2011
Putnam Investments December 2003 - October 2006
Skills
Mutual Funds, Call Center, Process Improvement, Team Management, Call Centers, Training, Leadership, Management, Recruiting, Employee Benefits, Business Process..., Insurance, Microsoft Excel, Customer Retention, Policy, Business Analysis, Finance, Analysis, Data Analysis, Customer Service, Operations Management, Project Management, Forecasting, Relationship Management, HIPAA, Access, Microsoft Office, Software Documentation, Team Building
Education
University of Massachusetts Lowell 2003 — 2006
Bachelors, Finance and Management
Rebecca Ruvido's Putnam Investments Experience January 1997 - January 2003
Job Experienced executive assistant & Mary Kay Consultant
Industry Publishing
Experience
Pearson February 2005 - February 2010
Pearson February 2005 - February 2010
Fidelity Investments October 2003 - February 2005
Putnam Investments January 1997 - January 2003
Education
University of Massachusetts Lowell 1990 — 1994
BS Accounting, Accounting & Economics
UMass
B.S, Business Administration
Pearson February 2005 - February 2010
Pearson February 2005 - February 2010
Fidelity Investments October 2003 - February 2005
Putnam Investments January 1997 - January 2003
Education
University of Massachusetts Lowell 1990 — 1994
BS Accounting, Accounting & Economics
UMass
B.S, Business Administration
Lisa Wolowacki's Putnam Investments Experience August 1996 - December 2009
Job Senior Director, North America Shared Services
Industry Medical Devices
Experience
Medtronic January 2013 - Present
Covidien July 2011 - December 2012
Covidien January 2010 - July 2011
Putnam Investments August 1996 - December 2009
The New England (Metropolitan) June 1987 - August 1996
New England Financial 1987 - 1996
Skills
Cross-functional Team..., Operational Excellence, Vendor Management, Operations Management, Process Improvement, Leadership, Performance Management, Customer Service, Six Sigma, Call Centers, Contract Negotiation, Training, Strategy, Management, Project Management, Change Management, Strategic Planning
Education
University of Massachusetts Lowell
BS, Business Administration
Medtronic January 2013 - Present
Covidien July 2011 - December 2012
Covidien January 2010 - July 2011
Putnam Investments August 1996 - December 2009
The New England (Metropolitan) June 1987 - August 1996
New England Financial 1987 - 1996
Skills
Cross-functional Team..., Operational Excellence, Vendor Management, Operations Management, Process Improvement, Leadership, Performance Management, Customer Service, Six Sigma, Call Centers, Contract Negotiation, Training, Strategy, Management, Project Management, Change Management, Strategic Planning
Education
University of Massachusetts Lowell
BS, Business Administration
Elizabeth Boudreau's Putnam Investments Experience November 2009 - May 2010
Job CEO & Founder at Elysian Inc.
Industry Marketing and Advertising
Experience
Elysian Inc. August 2015 - Present
NAI Global July 2014 - August 2015
Weatherby Healthcare September 2012 - January 2014
Enterprise Bank (Enterprise Bancorp) August 2010 - March 2013
UMass Lowell Finance Society February 2009 - May 2012
Putnam Investments November 2009 - May 2010
Aciron Consulting LLC May 2009 - August 2009
Skills
Excel, PowerPoint, Word, Microsoft Office, Leadership, Microsoft Excel, Fundraising, Sales, Microsoft Word, Marketing, Process Improvement, Outlook, Banking, Financial Analysis, Public Speaking, Finance, Customer Service, Investments, Training, Management
Education
University of Massachusetts at Lowell 2007 — 2010
Bachelor of Science, Business Administration: Concentration in Finance, Finance, General
Elysian Inc. August 2015 - Present
NAI Global July 2014 - August 2015
Weatherby Healthcare September 2012 - January 2014
Enterprise Bank (Enterprise Bancorp) August 2010 - March 2013
UMass Lowell Finance Society February 2009 - May 2012
Putnam Investments November 2009 - May 2010
Aciron Consulting LLC May 2009 - August 2009
Skills
Excel, PowerPoint, Word, Microsoft Office, Leadership, Microsoft Excel, Fundraising, Sales, Microsoft Word, Marketing, Process Improvement, Outlook, Banking, Financial Analysis, Public Speaking, Finance, Customer Service, Investments, Training, Management
Education
University of Massachusetts at Lowell 2007 — 2010
Bachelor of Science, Business Administration: Concentration in Finance, Finance, General
Mary Beth Johnson's Putnam Investments Experience December 2010 - July 2011
Job Program Manager at Harvard University
Industry Higher Education
Experience
Harvard University March 2014 - Present
Royal Bank of Scotland June 2013 - January 2014
Covidien October 2012 - March 2013
Mipro Consulting April 2012 - November 2012
Covidien 2011 - 2012
Putnam Investments December 2010 - July 2011
STATE STREET CORPORATION July 2008 - December 2010
Beacon Application Services January 2006 - July 2008
PARTNERS HEALTHCARE SYSTEM, INC2004 to 2005 January 2004 - January 2006
Beacon Application Services January 2000 - January 2004
Skills
Benefits Administration, Talent Management, HRIS, Business Analysis, Payroll, SQL*Plus, Competency Management, System Configuration, Oranizational..., Project Management, SDLC, PeopleTools, PeopleSoft, Software Documentation, Process Improvement, Oracle, Business Process, Human Resources, Requirements Gathering, User Acceptance Testing, Testing
Education
University of Massachusetts Lowell 1988 — 1990
BS, Management Science, Cum Laude
Groton-Dunstable Regional High School 1980 — 1984
Harvard University March 2014 - Present
Royal Bank of Scotland June 2013 - January 2014
Covidien October 2012 - March 2013
Mipro Consulting April 2012 - November 2012
Covidien 2011 - 2012
Putnam Investments December 2010 - July 2011
STATE STREET CORPORATION July 2008 - December 2010
Beacon Application Services January 2006 - July 2008
PARTNERS HEALTHCARE SYSTEM, INC2004 to 2005 January 2004 - January 2006
Beacon Application Services January 2000 - January 2004
Skills
Benefits Administration, Talent Management, HRIS, Business Analysis, Payroll, SQL*Plus, Competency Management, System Configuration, Oranizational..., Project Management, SDLC, PeopleTools, PeopleSoft, Software Documentation, Process Improvement, Oracle, Business Process, Human Resources, Requirements Gathering, User Acceptance Testing, Testing
Education
University of Massachusetts Lowell 1988 — 1990
BS, Management Science, Cum Laude
Groton-Dunstable Regional High School 1980 — 1984
Washington Morisset's Putnam Investments Experience September 2007 - April 2008
Job Cash Applications & AR Analyst at Morpho Detection, Inc.
Industry Financial Services
Experience
Morpho Detection, Inc. August 2012 - Present
MicroFinancial, Inc. September 2009 - December 2011
Premium Financing Specialists May 2008 - November 2008
Putnam Investments September 2007 - April 2008
UMass Lowell O'Leary Library September 2006 - May 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Customer Service, Accounts Receivable, Accounting, Account Reconciliation, Access, Budgets, Financial Analysis, Finance, Analysis, General Ledger
Education
University of Massachusetts Lowell 2006 — 2010
Bachelor of Science, Business Administration: Concentration in Finance
Benjamin Franklin Institute of Technology
Associates, Architectural Design
Morpho Detection, Inc. August 2012 - Present
MicroFinancial, Inc. September 2009 - December 2011
Premium Financing Specialists May 2008 - November 2008
Putnam Investments September 2007 - April 2008
UMass Lowell O'Leary Library September 2006 - May 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Customer Service, Accounts Receivable, Accounting, Account Reconciliation, Access, Budgets, Financial Analysis, Finance, Analysis, General Ledger
Education
University of Massachusetts Lowell 2006 — 2010
Bachelor of Science, Business Administration: Concentration in Finance
Benjamin Franklin Institute of Technology
Associates, Architectural Design
Dennis Beausoleil's Putnam Investments Experience October 2013 - Present
Job Project Manager at Putnam Investments
Industry Logistics and Supply Chain
Experience
Putnam Investments October 2013 - Present
ModusLink Global Solutions April 2004 - October 2013
Putnam Investments 1997 - 2003
SOTAS 1984 - 1998
Skills
SAP, ERP, SAP R/3, Process Improvement, Sarbanes-Oxley Act, Project Management, Change Management, Business Process..., Security, Vendor Management, Team Building, IT Audit, Program Management, SQL, Strategic Planning
Education
UMass Lowell 1971 — 1975
BS, BA
Putnam Investments October 2013 - Present
ModusLink Global Solutions April 2004 - October 2013
Putnam Investments 1997 - 2003
SOTAS 1984 - 1998
Skills
SAP, ERP, SAP R/3, Process Improvement, Sarbanes-Oxley Act, Project Management, Change Management, Business Process..., Security, Vendor Management, Team Building, IT Audit, Program Management, SQL, Strategic Planning
Education
UMass Lowell 1971 — 1975
BS, BA
Jonathan Pedi's Putnam Investments Experience December 2008 - August 2009
Job AVP / Commercial Banking Officer at The Savings Bank TSB
Industry Financial Services
Experience
The Savings Bank - TSB September 2014 - Present
The Savings Bank - TSB January 2013 - September 2014
The Savings Bank - TSB January 2012 - January 2013
The Savings Bank - TSB August 2010 - January 2012
The Savings Bank - TSB September 2009 - August 2010
The Savings Bank - TSB June 2007 - September 2009
Putnam Investments December 2008 - August 2009
Skills
Credit, Commercial Lending, Banking, Portfolio Management, Investments, Financial Analysis, Risk Management, Credit Analysis, Small Business Lending, Credit Risk, Commercial Banking, Loans, Lines Of Credit, Risk Assessment, Connecting People, Commercial Mortgages, Exceptional People..., Networking, Negotiation, Real Estate
Education
University of Massachusetts at Lowell 2005 — 2009
Bachelor of Business Administration (BBA), Finance
The Savings Bank - TSB September 2014 - Present
The Savings Bank - TSB January 2013 - September 2014
The Savings Bank - TSB January 2012 - January 2013
The Savings Bank - TSB August 2010 - January 2012
The Savings Bank - TSB September 2009 - August 2010
The Savings Bank - TSB June 2007 - September 2009
Putnam Investments December 2008 - August 2009
Skills
Credit, Commercial Lending, Banking, Portfolio Management, Investments, Financial Analysis, Risk Management, Credit Analysis, Small Business Lending, Credit Risk, Commercial Banking, Loans, Lines Of Credit, Risk Assessment, Connecting People, Commercial Mortgages, Exceptional People..., Networking, Negotiation, Real Estate
Education
University of Massachusetts at Lowell 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Jennifer Veras's Putnam Investments Experience November 1997 - September 2001
Job GCW, Inc.
Industry Civil Engineering
Experience
G. C. Wallace, Inc. March 2014 - Present
Atkins 2001 - 2014
Putnam Investments November 1997 - September 2001
Skills
Marketing Communications, Proposal Writing, Project Management, Marketing Strategy, Project Planning, Customer Service, Quality Assurance, Client Relations Skills, Contract Management, Project Coordination, Analysis, Strategic Planning, Program Management, Public Relations, Management, Event Management, Business Development, Microsoft Office, Marketing
Education
University of Massachusetts at Lowell 1989 — 1992
B.S., Marketing
G. C. Wallace, Inc. March 2014 - Present
Atkins 2001 - 2014
Putnam Investments November 1997 - September 2001
Skills
Marketing Communications, Proposal Writing, Project Management, Marketing Strategy, Project Planning, Customer Service, Quality Assurance, Client Relations Skills, Contract Management, Project Coordination, Analysis, Strategic Planning, Program Management, Public Relations, Management, Event Management, Business Development, Microsoft Office, Marketing
Education
University of Massachusetts at Lowell 1989 — 1992
B.S., Marketing
Dawn Veras's Putnam Investments Experience July 2010 - Present
Job Employee Development Specialist at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2010 - Present
Putnam Investments 2007 - 2012
Putnam Investments January 2008 - July 2010
Stephens & Michaels LLC March 2006 - December 2007
Nelson Watson & Associates September 2003 - March 2006
Holland's Flowers September 1999 - January 2006
Skills
Series 6, Sales, Marketing, Negotiation, Call Center, Customer Service, Microsoft Excel, Microsoft Word, Call Centers, Investments, Sales Operations, Entrepreneurship, Finance, Public Relations, Series 63, Time Management
Education
University of Massachusetts Lowell 2003 — 2005
Bachelors, Major : Marketing & Finance
Haverhill High School 1998 — 2001
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Putnam Investments July 2010 - Present
Putnam Investments 2007 - 2012
Putnam Investments January 2008 - July 2010
Stephens & Michaels LLC March 2006 - December 2007
Nelson Watson & Associates September 2003 - March 2006
Holland's Flowers September 1999 - January 2006
Skills
Series 6, Sales, Marketing, Negotiation, Call Center, Customer Service, Microsoft Excel, Microsoft Word, Call Centers, Investments, Sales Operations, Entrepreneurship, Finance, Public Relations, Series 63, Time Management
Education
University of Massachusetts Lowell 2003 — 2005
Bachelors, Major : Marketing & Finance
Haverhill High School 1998 — 2001
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Eugene Rubin's Putnam Investments Experience July 2006 - January 2008
Job Business Analyst / Program Manager at Microsoft
Industry Information Technology and Services
Experience
Microsoft October 2012 - Present
Microsoft ( Red Dog Interactive) 2012 - October 2012
Microsoft (ACT1) October 2010 - October 2011
Microsoft (ACT1) September 2009 - June 2010
Microsoft (ACT1) June 2009 - September 2009
Cartus October 2008 - April 2009
Rising Minds February 2008 - August 2008
Putnam Investments July 2006 - January 2008
Skills
SharePoint, Accounting, Access, Financial Analysis, Process Improvement, Vendor Management, Business Analysis
Education
University of Massachusetts Lowell 2003 — 2008
BSBA, Finance
Microsoft October 2012 - Present
Microsoft ( Red Dog Interactive) 2012 - October 2012
Microsoft (ACT1) October 2010 - October 2011
Microsoft (ACT1) September 2009 - June 2010
Microsoft (ACT1) June 2009 - September 2009
Cartus October 2008 - April 2009
Rising Minds February 2008 - August 2008
Putnam Investments July 2006 - January 2008
Skills
SharePoint, Accounting, Access, Financial Analysis, Process Improvement, Vendor Management, Business Analysis
Education
University of Massachusetts Lowell 2003 — 2008
BSBA, Finance
Sannan Nizami's Putnam Investments Experience February 2007 - January 2012
Job Management Information Systems Student at UMass Lowell
Industry Information Technology and Services
Experience
Harmon Law Offices, P.C. June 2014 - June 2015
Zwicker & Associates, P.C. April 2014 - June 2014
Immunotrex Biologics April 2012 - July 2013
BNY Mellon October 2012 - January 2013
Putnam Investments February 2007 - January 2012
Best Buy March 2005 - April 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, Customer Satisfaction, PowerPoint, Outlook, Sales, Microsoft Word, Investments, Cold Calling, Financial Analysis, Data Analysis, Leadership, Marketing, Project Management, Public Speaking, Time Management
Education
University of Massachusetts at Lowell 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Management Information Systems
Lowell High School 2002 — 2006
High School Diploma, General Studies
Harmon Law Offices, P.C. June 2014 - June 2015
Zwicker & Associates, P.C. April 2014 - June 2014
Immunotrex Biologics April 2012 - July 2013
BNY Mellon October 2012 - January 2013
Putnam Investments February 2007 - January 2012
Best Buy March 2005 - April 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, Customer Satisfaction, PowerPoint, Outlook, Sales, Microsoft Word, Investments, Cold Calling, Financial Analysis, Data Analysis, Leadership, Marketing, Project Management, Public Speaking, Time Management
Education
University of Massachusetts at Lowell 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Management Information Systems
Lowell High School 2002 — 2006
High School Diploma, General Studies
Tammy Lataille's Putnam Investments Experience February 2007 - Present
Job
Industry Financial Services
Experience
Putnam Investments February 2007 - Present
Putnam Investments 1999 - 2011
Putnam Investments December 2000 - February 2007
Putnam Investments 1999 - 2001
American Cord and Webbing June 1997 - September 1999
Skills
Bloomberg, Mutual Funds, Visual Basic, Financial Services, Lotus Notes, Accounting
Education
UMass Lowell 2013 — 2016
Bachelor's degree, Information Technology
Dean College 2003 — 2012
Associate's degree, Business Technology
Putnam Investments February 2007 - Present
Putnam Investments 1999 - 2011
Putnam Investments December 2000 - February 2007
Putnam Investments 1999 - 2001
American Cord and Webbing June 1997 - September 1999
Skills
Bloomberg, Mutual Funds, Visual Basic, Financial Services, Lotus Notes, Accounting
Education
UMass Lowell 2013 — 2016
Bachelor's degree, Information Technology
Dean College 2003 — 2012
Associate's degree, Business Technology
Holli Amenkowicz's Putnam Investments Experience March 2002 - June 2009
Job Marketing Consultant at Bank of America/Merrill Edge
Industry Marketing and Advertising
Experience
Bank of America, Merrill Edge July 2014 - Present
Fidelity Investments March 2014 - July 2014
Fidelity Investments January 2012 - March 2014
Northeast Transit Planning & Management Corporation May 2010 - December 2011
Mercer July 2009 - January 2010
Putnam Investments March 2002 - June 2009
Digitas Classic February 2000 - October 2001
Gradient Environmental Services June 1994 - January 2000
DATAQUEST Inc., A Gartner Group Company December 1993 - January 1994
Skills
Integrated Marketing, Strategy, Marketing, Market Research, Program Management, Project Management, Account Management, Budgets, Project Planning, Press Releases, Editing, Direct Mail, Analysis, Newsletters, Retirement, Marketing Communications, Retirement Planning, Standards Compliance, Agency Relations, Investment Banking, Collateral Materials..., Presentation Skills, Web Development, Email Marketing, Creative Campaign...
Education
University of Massachusetts, Amherst 1990 — 1994
B.A., Communications
Bank of America, Merrill Edge July 2014 - Present
Fidelity Investments March 2014 - July 2014
Fidelity Investments January 2012 - March 2014
Northeast Transit Planning & Management Corporation May 2010 - December 2011
Mercer July 2009 - January 2010
Putnam Investments March 2002 - June 2009
Digitas Classic February 2000 - October 2001
Gradient Environmental Services June 1994 - January 2000
DATAQUEST Inc., A Gartner Group Company December 1993 - January 1994
Skills
Integrated Marketing, Strategy, Marketing, Market Research, Program Management, Project Management, Account Management, Budgets, Project Planning, Press Releases, Editing, Direct Mail, Analysis, Newsletters, Retirement, Marketing Communications, Retirement Planning, Standards Compliance, Agency Relations, Investment Banking, Collateral Materials..., Presentation Skills, Web Development, Email Marketing, Creative Campaign...
Education
University of Massachusetts, Amherst 1990 — 1994
B.A., Communications
Nicholas R. Belmont's Putnam Investments Experience December 2009 - Present
Job Student at University of Massachusetts Lowell
Industry Financial Services
Experience
Putnam Investments December 2009 - Present
Precision Data Industries November 2008 - Present
Bedford Department of Public Works May 2005 - August 2009
Egg and I Restaurant July 2003 - February 2008
DeWolfe Real Estate June 2001 - October 2001
Education
University of Massachusetts Lowell 2005 — 2009
Putnam Investments December 2009 - Present
Precision Data Industries November 2008 - Present
Bedford Department of Public Works May 2005 - August 2009
Egg and I Restaurant July 2003 - February 2008
DeWolfe Real Estate June 2001 - October 2001
Education
University of Massachusetts Lowell 2005 — 2009
Dineen Corey's Putnam Investments Experience 2000 - 2005
Job Senior Corporate Actions Analyst
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments April 2012 - February 2015
Fidelity Investments March 2010 - April 2012
State Street March 2007 - January 2010
State Street November 2005 - March 2007
Putnam Investments 2000 - 2005
Skills
Bloomberg, Financial Analysis, Finance, Accounting, Financial Services
Education
University of Massachusetts Lowell 1999 — 2003
Bachelors, Finance
Fidelity Investments February 2015 - Present
Fidelity Investments April 2012 - February 2015
Fidelity Investments March 2010 - April 2012
State Street March 2007 - January 2010
State Street November 2005 - March 2007
Putnam Investments 2000 - 2005
Skills
Bloomberg, Financial Analysis, Finance, Accounting, Financial Services
Education
University of Massachusetts Lowell 1999 — 2003
Bachelors, Finance
Tanya Vecchi's Putnam Investments Experience November 1996 - August 2000
Job Financial Services Professional
Industry Financial Services
Experience
Putnam Investments November 1996 - August 2000
First Data June 1995 - August 1996
The Boston Company November 1992 - June 1995
Education
University of Massachusetts Lowell
Putnam Investments November 1996 - August 2000
First Data June 1995 - August 1996
The Boston Company November 1992 - June 1995
Education
University of Massachusetts Lowell
Jim Coleman's Putnam Investments Experience 2002 - 2004
Job Principal, Relationship Management at Mercer
Industry Outsourcing/Offshoring
Experience
Mercer October 2014 - Present
Highmark September 2013 - October 2014
Mercer January 2004 - August 2013
Putnam Investments 2002 - 2004
Skills
Defined Benefit, Relationship Management, Employee Benefits, 401k, Pensions, Retirement, Benefits Administration, ERISA, Defined Contribution, Pension Administration, Executive Pay, Deferred Compensation, Mutual Funds, Financial Services, Retirement Planning, Insurance, Mergers & Acquisitions, Investments, Health Insurance, Outsourcing
Education
Arch Bishop Williams
University of Massachusetts Lowell
Mercer October 2014 - Present
Highmark September 2013 - October 2014
Mercer January 2004 - August 2013
Putnam Investments 2002 - 2004
Skills
Defined Benefit, Relationship Management, Employee Benefits, 401k, Pensions, Retirement, Benefits Administration, ERISA, Defined Contribution, Pension Administration, Executive Pay, Deferred Compensation, Mutual Funds, Financial Services, Retirement Planning, Insurance, Mergers & Acquisitions, Investments, Health Insurance, Outsourcing
Education
Arch Bishop Williams
University of Massachusetts Lowell
Janine T. Der Ananian's Putnam Investments Experience September 2012 - November 2014
Job Tenant Coordinator at Transwestern
Industry Commercial Real Estate
Experience
Transwestern June 2015 - Present
Oxford Properties Group November 2014 - April 2015
Putnam Investments September 2012 - November 2014
Putnam Investments March 2011 - September 2012
Putnam Investments November 2010 - March 2011
First Investors June 2010 - September 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Financial Reporting, Data Analysis, Sales, Teamwork, Finance, Mutual Funds, Accounting, Financial Services, Investments, Bloomberg, Financial Accounting
Education
University of Massachusetts at Lowell
BSBA, Finance and Management
Transwestern June 2015 - Present
Oxford Properties Group November 2014 - April 2015
Putnam Investments September 2012 - November 2014
Putnam Investments March 2011 - September 2012
Putnam Investments November 2010 - March 2011
First Investors June 2010 - September 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Financial Reporting, Data Analysis, Sales, Teamwork, Finance, Mutual Funds, Accounting, Financial Services, Investments, Bloomberg, Financial Accounting
Education
University of Massachusetts at Lowell
BSBA, Finance and Management
Laura Molina's Putnam Investments Experience February 2008 - June 2010
Job Senior Teller Manager II at Citizens Bank
Industry Banking
Experience
Citizens Bank December 2013 - Present
Citizens Bank June 2013 - December 2013
Foot Locker July 2012 - June 2013
Sovereign Bank December 2011 - August 2012
Sovereign Bank August 2010 - December 2011
Putnam Investments February 2008 - June 2010
Skills
Retail Banking, Commercial Banking, Financial Analysis, Investigative Research, Investigative Reporting, Highly detail oriented, Motivated self-starter, Customer Service, Organized Multi-tasker, Deadline Driven, Call Centers, Financial Services, Mutual Funds, Process Improvement, Analysis, Interviews, Time Management, Securities, Banking
Education
University of Massachusetts at Lowell 2003 — 2007
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Citizens Bank December 2013 - Present
Citizens Bank June 2013 - December 2013
Foot Locker July 2012 - June 2013
Sovereign Bank December 2011 - August 2012
Sovereign Bank August 2010 - December 2011
Putnam Investments February 2008 - June 2010
Skills
Retail Banking, Commercial Banking, Financial Analysis, Investigative Research, Investigative Reporting, Highly detail oriented, Motivated self-starter, Customer Service, Organized Multi-tasker, Deadline Driven, Call Centers, Financial Services, Mutual Funds, Process Improvement, Analysis, Interviews, Time Management, Securities, Banking
Education
University of Massachusetts at Lowell 2003 — 2007
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Victor Chhoeum's Putnam Investments Experience November 2010 - March 2011
Job at ARMY
Industry Financial Services
Experience
ARMY March 2011 - Present
Putnam Investments November 2010 - March 2011
Skills
Microsoft Excel, Financial Analysis, Strategic Planning, Process Improvement, Risk Management, Finance, Team Leadership, PowerPoint, Investments, Team Building
Education
University of Massachusetts Lowell 2007 — 2011
Business, Finance
ARMY March 2011 - Present
Putnam Investments November 2010 - March 2011
Skills
Microsoft Excel, Financial Analysis, Strategic Planning, Process Improvement, Risk Management, Finance, Team Leadership, PowerPoint, Investments, Team Building
Education
University of Massachusetts Lowell 2007 — 2011
Business, Finance
Tanya Vecchi's Putnam Investments Experience November 1996 - August 2000
Job Client Service at Resolute Financial Llc
Industry Financial Services
Experience
Michael Capo, CPA, P.C. February 2014 - April 2014
RQMIS Inc. March 2012 - April 2013
Emerge Leadership Group January 2011 - March 2012
Putnam Investments November 1996 - August 2000
First Data Investor Services Group June 1995 - August 1996
The Boston Company January 1993 - June 1995
The Boston Company November 1992 - January 1993
The Boston Company February 1990 - November 1992
Bain and Company September 1989 - January 1990
Skills
CRM, New Business Development, Lead Generation, Sales, Marketing Strategy, Marketing, Product Launch, Medical Devices, Strategic Partnerships, Sales Presentations, Market Development, Sales Process, Direct Sales, Account Management, Selling, Program Management, Strategy, Training, Event Planning, QuickBooks, Financial Audits, Fund Accounting, Form 5500 preparation, System Conversion, Operations Management, B2B, Cold Calling, Microsoft Excel, Microsoft Word, Microsoft Office, Lacerte, Salesforce.com, Mac OS, Mutual Funds, 401k, Pricing, Fitness Instruction, Spinning, Project Management, Defined Contribution
Education
University of Massachusetts at Lowell 1985 — 1989
Bachelor of Science in Business Administration, Finance
Michael Capo, CPA, P.C. February 2014 - April 2014
RQMIS Inc. March 2012 - April 2013
Emerge Leadership Group January 2011 - March 2012
Putnam Investments November 1996 - August 2000
First Data Investor Services Group June 1995 - August 1996
The Boston Company January 1993 - June 1995
The Boston Company November 1992 - January 1993
The Boston Company February 1990 - November 1992
Bain and Company September 1989 - January 1990
Skills
CRM, New Business Development, Lead Generation, Sales, Marketing Strategy, Marketing, Product Launch, Medical Devices, Strategic Partnerships, Sales Presentations, Market Development, Sales Process, Direct Sales, Account Management, Selling, Program Management, Strategy, Training, Event Planning, QuickBooks, Financial Audits, Fund Accounting, Form 5500 preparation, System Conversion, Operations Management, B2B, Cold Calling, Microsoft Excel, Microsoft Word, Microsoft Office, Lacerte, Salesforce.com, Mac OS, Mutual Funds, 401k, Pricing, Fitness Instruction, Spinning, Project Management, Defined Contribution
Education
University of Massachusetts at Lowell 1985 — 1989
Bachelor of Science in Business Administration, Finance
Nary Po's Putnam Investments Experience July 2003 - November 2005
Job Experienced Financial Analyst, Accounting Coordinator, and Fund Accountant
Industry Financial Services
Experience
Penn Mutual February 2013 - September 2013
Vanguard June 2012 - November 2012
NRAI Corporate Services, Inc. September 2006 - December 2011
Metropolitan West Asset Management January 2006 - September 2006
Putnam Investments July 2003 - November 2005
Skills
Finance, Accounting, Budgets, Financial Analysis, Forecasting, Microsoft Excel, Account Reconciliation, Variance Analysis, Accruals, Financial Reporting, QuickBooks, Microsoft Office, Accounts Payable, Accounts Receivable, PowerPoint, Analysis, Customer Service, Internal Controls, Financial Modeling, Risk Management, Strategic Planning, Business Strategy, Business Analysis, Business Development, Word, Outlook, Microsoft Word
Education
University of Massachusetts at Lowell 1998 — 2003
Bachelor of Science in Business Adminstration, Finance and Management
Penn Mutual February 2013 - September 2013
Vanguard June 2012 - November 2012
NRAI Corporate Services, Inc. September 2006 - December 2011
Metropolitan West Asset Management January 2006 - September 2006
Putnam Investments July 2003 - November 2005
Skills
Finance, Accounting, Budgets, Financial Analysis, Forecasting, Microsoft Excel, Account Reconciliation, Variance Analysis, Accruals, Financial Reporting, QuickBooks, Microsoft Office, Accounts Payable, Accounts Receivable, PowerPoint, Analysis, Customer Service, Internal Controls, Financial Modeling, Risk Management, Strategic Planning, Business Strategy, Business Analysis, Business Development, Word, Outlook, Microsoft Word
Education
University of Massachusetts at Lowell 1998 — 2003
Bachelor of Science in Business Adminstration, Finance and Management
Dan Savoie's Putnam Investments Experience July 2009 - March 2011
Job Internal Wholesaler at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities March 2015 - Present
John Hancock Investments 2012 - February 2015
Northwestern Mutual March 2011 - November 2011
Putnam Investments July 2009 - March 2011
Putnam Investments July 2009 - March 2011
Putnam Investments November 2008 - July 2009
Putnam Investments October 2007 - November 2008
Skills
Series 7, Series 63, series 66
Education
University of Massachusetts at Lowell 2005 — 2008
Bachelor degree, Business Finance
Realty Capital Securities March 2015 - Present
John Hancock Investments 2012 - February 2015
Northwestern Mutual March 2011 - November 2011
Putnam Investments July 2009 - March 2011
Putnam Investments July 2009 - March 2011
Putnam Investments November 2008 - July 2009
Putnam Investments October 2007 - November 2008
Skills
Series 7, Series 63, series 66
Education
University of Massachusetts at Lowell 2005 — 2008
Bachelor degree, Business Finance
Pamela Fremont's Putnam Investments Experience March 2004 - April 2005
Job Manager Participant Call Center at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services April 2009 - Present
Putnam Investments March 2004 - April 2005
Education
University of Massachusetts at Lowell 1989 — 1993
Bachelors, Sociology, Minor psychology
ADP Retirement Services April 2009 - Present
Putnam Investments March 2004 - April 2005
Education
University of Massachusetts at Lowell 1989 — 1993
Bachelors, Sociology, Minor psychology
Gary Guillemette's Putnam Investments Experience February 1988 - December 2009
Job Development Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2010 - Present
Putnam Investments February 1988 - December 2009
Education
University of Massachusetts at Lowell 1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General
TIAA-CREF April 2010 - Present
Putnam Investments February 1988 - December 2009
Education
University of Massachusetts at Lowell 1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General
Jon Coiteux's Putnam Investments Experience February 2011 - December 2011
Job Staff Accountant at Rapid7
Industry Computer & Network Security
Experience
Rapid7 December 2011 - Present
Putnam Investments February 2011 - December 2011
Putnam Investments January 2010 - January 2011
Putnam Investments December 2007 - December 2009
Skills
Process Improvement, Microsoft Excel
Education
UMass Lowell 2005 — 2010
Bachelor of Science (BS), Accounting
Rapid7 December 2011 - Present
Putnam Investments February 2011 - December 2011
Putnam Investments January 2010 - January 2011
Putnam Investments December 2007 - December 2009
Skills
Process Improvement, Microsoft Excel
Education
UMass Lowell 2005 — 2010
Bachelor of Science (BS), Accounting
Sarah Curll's Putnam Investments Experience March 2013 - Present
Job Control Accountant I at Putnam Investments
Industry Financial Services
Experience
Putnam Investments March 2013 - Present
Skills
Coaching, Mutual Funds, Quality Control, Microsoft Excel, Financial Accounting, Invoice Processing, Lotus Notes, DST, Microsoft Office, Investments, Customer Service, Data Entry, Time Management, Call Centers, Strategic Planning, Administrative..., PowerPoint, Human Resources, PeopleSoft, Leadership, Microsoft Word
Education
University of Massachusetts at Lowell 2002 — 2006
Bachelor of Arts (BA)
Putnam Investments March 2013 - Present
Skills
Coaching, Mutual Funds, Quality Control, Microsoft Excel, Financial Accounting, Invoice Processing, Lotus Notes, DST, Microsoft Office, Investments, Customer Service, Data Entry, Time Management, Call Centers, Strategic Planning, Administrative..., PowerPoint, Human Resources, PeopleSoft, Leadership, Microsoft Word
Education
University of Massachusetts at Lowell 2002 — 2006
Bachelor of Arts (BA)
Kenneth Dobbins, CIPM's Putnam Investments Experience April 2000 - Present
Job Business Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments April 2000 - Present
Skills
Business Requirements, Requirements Gathering, Business Analysis, User Acceptance Testing, Requirements Analysis, Visio, Fixed Income, Financial Services, Equities, Functional..., Derivatives, Mutual Funds, Business Process..., Performance Attribution, Data Warehousing, Data Analysis, Manage Client..., Data Management, Reporting & Analysis, Bloomberg, Reuters 3000, Kondor+, Vermilion Reporting..., Performance Measurement
Education
University of Massachusetts Lowell
Bachelor of Arts (B.A.), English Language and Literature/Letters
Putnam Investments April 2000 - Present
Skills
Business Requirements, Requirements Gathering, Business Analysis, User Acceptance Testing, Requirements Analysis, Visio, Fixed Income, Financial Services, Equities, Functional..., Derivatives, Mutual Funds, Business Process..., Performance Attribution, Data Warehousing, Data Analysis, Manage Client..., Data Management, Reporting & Analysis, Bloomberg, Reuters 3000, Kondor+, Vermilion Reporting..., Performance Measurement
Education
University of Massachusetts Lowell
Bachelor of Arts (B.A.), English Language and Literature/Letters
Timothy Desrosiers's Putnam Investments Experience 2008 - 2010
Job Florida Institute of Technology Women's Rowing
Industry Health, Wellness and Fitness
Experience
Florida Institute of Technology Varsity Women's Rowing CoachSpace Coast CrewSeptember 2013 - January 2015
Greater Lawrence Rowing September 2009 - August 2013
Merrimack College March 2011 - May 2013
Putnam Investments 2008 - 2010
University of Massachusetts Lowell September 2002 - June 2007
Brooks Eckerd Pharmacy 1996 - 2006
Skills
Coaching, Social Media, Rowing, Teaching, Public Speaking, Sports
Education
University of Massachusetts Lowell 1998 — 2002
Graphic Design
Florida Institute of Technology Varsity Women's Rowing CoachSpace Coast CrewSeptember 2013 - January 2015
Greater Lawrence Rowing September 2009 - August 2013
Merrimack College March 2011 - May 2013
Putnam Investments 2008 - 2010
University of Massachusetts Lowell September 2002 - June 2007
Brooks Eckerd Pharmacy 1996 - 2006
Skills
Coaching, Social Media, Rowing, Teaching, Public Speaking, Sports
Education
University of Massachusetts Lowell 1998 — 2002
Graphic Design