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
Vahid Atefi Aghayan Vahid Atefi Aghayan's Putnam Investments Experience 1995 - 2001
Job Senior Director, Data Architecture at Columbia Management
Industry Investment Management
Experience
Columbia Management January 2014 - Present
MFS Investment Management January 2013 - Present
Bio Dynamics LLC January 2011 - January 2013
Attivio November 2011 - January 2012
Verizon November 2009 - June 2010
Ameriprise Financial September 2002 - December 2009
Deutsche Asset Management (Scudder) 2001 - 2002
Putnam Investments 1995 - 2001
GTE labs March 1995 - October 1995
Time Warner Communication 1994 - 1995
Skills
Data Warehousing, Business Analysis, Data Analysis, Business Intelligence, Requirements Analysis, Business Relationship..., Data Modeling
Education
University of Minnesota-Twin Cities 1980 — 1987
BA, Compute Sience
Columbia Management January 2014 - Present
MFS Investment Management January 2013 - Present
Bio Dynamics LLC January 2011 - January 2013
Attivio November 2011 - January 2012
Verizon November 2009 - June 2010
Ameriprise Financial September 2002 - December 2009
Deutsche Asset Management (Scudder) 2001 - 2002
Putnam Investments 1995 - 2001
GTE labs March 1995 - October 1995
Time Warner Communication 1994 - 1995
Skills
Data Warehousing, Business Analysis, Data Analysis, Business Intelligence, Requirements Analysis, Business Relationship..., Data Modeling
Education
University of Minnesota-Twin Cities 1980 — 1987
BA, Compute Sience
Ed Manning Ed Manning's Putnam Investments Experience 1994 - 2003
Job Operations Manager at John Hancock Retirement Plan Services
Industry Investment Management
Experience
John Hancock Financial Services May 2014 - Present
Mercer Investments 2003 - Present
Putnam Investments 1994 - 2003
Skills
Defined Contribution, Health and Welfare..., Pensions, Defined Benefit, Mutual Funds, Financial Services, Management, Project Management, Change Management, Operations Management, Team Management, Data Analysis, Database Administration, Data Mining, Problem Solving, Creative Problem Solving, Employee Benefits, Employee Engagement, Health Insurance, Life Insurance, OMNI
Education
University of Massachusetts, Amherst 1987 — 1990
Bachelor's degree, Communications and Economics
John Hancock Financial Services May 2014 - Present
Mercer Investments 2003 - Present
Putnam Investments 1994 - 2003
Skills
Defined Contribution, Health and Welfare..., Pensions, Defined Benefit, Mutual Funds, Financial Services, Management, Project Management, Change Management, Operations Management, Team Management, Data Analysis, Database Administration, Data Mining, Problem Solving, Creative Problem Solving, Employee Benefits, Employee Engagement, Health Insurance, Life Insurance, OMNI
Education
University of Massachusetts, Amherst 1987 — 1990
Bachelor's degree, Communications and Economics
Robert Falvey Robert Falvey's Putnam Investments Experience January 1994 - December 2003
Job Partner, The Legacy Companies
Industry Financial Services
Experience
Legacy December 2003 - Present
Putnam Investments January 1994 - December 2003
Boston Financial Data Services June 1992 - January 1994
Skills
Coaching, Strategic Financial..., Wealth Management, Executive Coaching, Management Consulting, Entrepreneurship, Small Business, Business Coaching, Business Planning, Leadership Development, Strategy, Wealth, Estate Planning, Insurance
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Arts (B.A.), Economics
Legacy December 2003 - Present
Putnam Investments January 1994 - December 2003
Boston Financial Data Services June 1992 - January 1994
Skills
Coaching, Strategic Financial..., Wealth Management, Executive Coaching, Management Consulting, Entrepreneurship, Small Business, Business Coaching, Business Planning, Leadership Development, Strategy, Wealth, Estate Planning, Insurance
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Arts (B.A.), Economics
Brian Durkin's Putnam Investments Experience July 1992 - April 1994
Job Chief Compliance Officer at Braver Wealth Management, LLC
Industry Financial Services
Experience
Braver Wealth Management, LLC March 2015 - Present
SS&C PORTIA November 2013 - February 2015
Congress Asset Management March 2007 - July 2013
Cadence Capital Management February 2001 - May 2006
Thomson Financial February 1999 - January 2001
InterLynx Technology May 1994 - November 1999
Putnam Investments July 1992 - April 1994
Fidelity Investments July 1989 - June 1992
Education
University of Massachusetts, Amherst 1986 — 1989
Bachelor of Arts (B.A.), Economics
Cohasset High School 1982 — 1985
Braver Wealth Management, LLC March 2015 - Present
SS&C PORTIA November 2013 - February 2015
Congress Asset Management March 2007 - July 2013
Cadence Capital Management February 2001 - May 2006
Thomson Financial February 1999 - January 2001
InterLynx Technology May 1994 - November 1999
Putnam Investments July 1992 - April 1994
Fidelity Investments July 1989 - June 1992
Education
University of Massachusetts, Amherst 1986 — 1989
Bachelor of Arts (B.A.), Economics
Cohasset High School 1982 — 1985
Christopher Segalini Christopher Segalini's Putnam Investments Experience 2001 - 2004
Job Vice President at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management August 2004 - Present
Putnam Investments 2001 - 2004
Skills
Asset Managment
Education
University of New Hampshire 1996 — 2000
Lexington High School
Lexington High School
Natixis Global Asset Management August 2004 - Present
Putnam Investments 2001 - 2004
Skills
Asset Managment
Education
University of New Hampshire 1996 — 2000
Lexington High School
Lexington High School
Linda Baik Linda Baik's Putnam Investments Experience August 2003 - December 2004
Job Sr. Install/Conversion Analyst at Voya Financial
Industry Financial Services
Experience
Voya Financial October 2014 - Present
Voya Financial December 2004 - October 2014
Putnam Investments August 2003 - December 2004
Skills
Business Analysis, Business Requirements, User Acceptance Testing, Risk Management, Financial Risk, Business Process..., Vendor Management, Management, Analysis, Mutual Funds, Investments, Access
Education
University of Massachusetts, Amherst 2001 — 2003
Bachelor of Arts (BA), Sociology
Voya Financial October 2014 - Present
Voya Financial December 2004 - October 2014
Putnam Investments August 2003 - December 2004
Skills
Business Analysis, Business Requirements, User Acceptance Testing, Risk Management, Financial Risk, Business Process..., Vendor Management, Management, Analysis, Mutual Funds, Investments, Access
Education
University of Massachusetts, Amherst 2001 — 2003
Bachelor of Arts (BA), Sociology
David Leco David Leco's Putnam Investments Experience July 2003 - February 2005
Job QC Analyst II at Organogenesis Inc.
Industry Biotechnology
Experience
Organogenesis Inc. October 2011 - Present
Organogenesis Inc. December 2007 - October 2011
Amgen February 2006 - October 2007
Fitness Together March 2005 - February 2006
Putnam Investments July 2003 - February 2005
Putnam Investments October 2001 - July 2003
Skills
Quality Control, GMP, Sop, Teamwork, HTML, Biotechnology, CAPA, Editing, Social Media, Microsoft Office, Management, Finance, Sales, Materials Management, Sports Management, Inventory Management, Raw Material, Visual Inspection, Quality Auditing, Manufacturing Operations, Trending, FDA GMP, cGMP practices, Medical Devices, Aseptic Technique, Physical Testing, Document Review, SOP, Quality Assurance, Life Sciences, Validation, FDA, GLP, Pharmaceutical Industry
Education
University of New England 1998 — 2000
Bachelor's Degree, Sport and Fitness Administration/Management
Organogenesis Inc. October 2011 - Present
Organogenesis Inc. December 2007 - October 2011
Amgen February 2006 - October 2007
Fitness Together March 2005 - February 2006
Putnam Investments July 2003 - February 2005
Putnam Investments October 2001 - July 2003
Skills
Quality Control, GMP, Sop, Teamwork, HTML, Biotechnology, CAPA, Editing, Social Media, Microsoft Office, Management, Finance, Sales, Materials Management, Sports Management, Inventory Management, Raw Material, Visual Inspection, Quality Auditing, Manufacturing Operations, Trending, FDA GMP, cGMP practices, Medical Devices, Aseptic Technique, Physical Testing, Document Review, SOP, Quality Assurance, Life Sciences, Validation, FDA, GLP, Pharmaceutical Industry
Education
University of New England 1998 — 2000
Bachelor's Degree, Sport and Fitness Administration/Management
Alisha Panariti's Putnam Investments Experience October 2012 - August 2013
Job Associate Marketing Manager at Arnold Worldwide
Industry Marketing and Advertising
Experience
Arnold Worldwide February 2015 - Present
Matter Communications September 2013 - February 2015
Putnam Investments October 2012 - August 2013
The Center for Cross-Cultural Studies January 2012 - May 2012
Skills
Account Management, Project Management, Media Relations, Social Media Marketing, Microsoft Office, Cision, Sales, Advertising, Public Relations, Marketing
Education
University of Massachusetts, Amherst 2009 — 2012
B.A, Communication
University of Wollongong 2011 — 2011
University of Rhode Island 2008 — 2009
Arnold Worldwide February 2015 - Present
Matter Communications September 2013 - February 2015
Putnam Investments October 2012 - August 2013
The Center for Cross-Cultural Studies January 2012 - May 2012
Skills
Account Management, Project Management, Media Relations, Social Media Marketing, Microsoft Office, Cision, Sales, Advertising, Public Relations, Marketing
Education
University of Massachusetts, Amherst 2009 — 2012
B.A, Communication
University of Wollongong 2011 — 2011
University of Rhode Island 2008 — 2009
Daniel Ballou's Putnam Investments Experience June 2013 - Present
Job Internal Wholesaler at Putnam Investments
Industry Investment Management
Experience
Putnam Investments June 2013 - Present
Putnam Investments October 2012 - May 2013
Raymond James Financial Inc. November 2011 - May 2012
University of Miami October 2011 - May 2012
Enterprise Rent-A-Car Branch 1022 May 2011 - August 2011
Education
University of Miami 2008 — 2012
Bachelor of Business Administration, Finance
Barnstable High School 2004 — 2008
Putnam Investments June 2013 - Present
Putnam Investments October 2012 - May 2013
Raymond James Financial Inc. November 2011 - May 2012
University of Miami October 2011 - May 2012
Enterprise Rent-A-Car Branch 1022 May 2011 - August 2011
Education
University of Miami 2008 — 2012
Bachelor of Business Administration, Finance
Barnstable High School 2004 — 2008
Myron Tan Myron Tan's Putnam Investments Experience July 2013 - Present
Job Technical Associate at Putnam Investments
Industry Computer Software
Experience
Putnam Investments July 2013 - Present
L-3 Communications January 2013 - April 2013
L-3 Communications May 2012 - August 2012
Skills
Java, C++, C, Verilog, AutoCAD, HTML, SQL, Unix Shell Scripting, Ubuntu, Linux Kernel, G++, Gdb, Awk, Vi, Pspice, Viewlogic, PCB design, Visio, Oracle Agile PLM, JSP, extjs, Sencha, JavaScript, Java Enterprise Edition, Unix
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor's Degree, Computer Systems Engineering
Putnam Investments July 2013 - Present
L-3 Communications January 2013 - April 2013
L-3 Communications May 2012 - August 2012
Skills
Java, C++, C, Verilog, AutoCAD, HTML, SQL, Unix Shell Scripting, Ubuntu, Linux Kernel, G++, Gdb, Awk, Vi, Pspice, Viewlogic, PCB design, Visio, Oracle Agile PLM, JSP, extjs, Sencha, JavaScript, Java Enterprise Edition, Unix
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor's Degree, Computer Systems Engineering
Peter Cutone Peter Cutone's Putnam Investments Experience August 2012 - Present
Job Regional Marketing Director at Putnam Investments
Industry Financial Services
Experience
Putnam Investments August 2012 - Present
Putnam Investments January 2010 - September 2012
Putnam Investments February 2007 - January 2010
Stride Rite November 2004 - December 2006
Reebok International, Ltd. 2002 - 2004
Puma AG 1998 - 2002
Skills
Asset Allocation, Sales, Product Development, Product Management, Product Marketing, Marketing, Sales Presentations, Competitive Analysis, Relationship Management, Series 7, Mutual Funds
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Science, Sports Management
Holliston HS
Putnam Investments August 2012 - Present
Putnam Investments January 2010 - September 2012
Putnam Investments February 2007 - January 2010
Stride Rite November 2004 - December 2006
Reebok International, Ltd. 2002 - 2004
Puma AG 1998 - 2002
Skills
Asset Allocation, Sales, Product Development, Product Management, Product Marketing, Marketing, Sales Presentations, Competitive Analysis, Relationship Management, Series 7, Mutual Funds
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Science, Sports Management
Holliston HS
John C. Kuhn John C. Kuhn's Putnam Investments Experience 1995 - 1997
Job Account Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group 2012 - Present
The Talbots, Inc. 2008 - 2011
ACS Human Capital Management Solutions 2002 - 2008
ACS Human Capital Management Solutions 2000 - 2002
State Street Global Advisors 1997 - 1999
Putnam Investments 1995 - 1997
Putnam Investments 1993 - 1995
Fidelity Investments 1992 - 1993
Fidelity Investments 1989 - 1992
Skills
Employee Benefits, Management, Human Resources, Access, PowerPoint, Benefits Administration, 401k, Leadership
Education
University of Massachusetts, Amherst
BA, History
Lincoln Financial Group 2012 - Present
The Talbots, Inc. 2008 - 2011
ACS Human Capital Management Solutions 2002 - 2008
ACS Human Capital Management Solutions 2000 - 2002
State Street Global Advisors 1997 - 1999
Putnam Investments 1995 - 1997
Putnam Investments 1993 - 1995
Fidelity Investments 1992 - 1993
Fidelity Investments 1989 - 1992
Skills
Employee Benefits, Management, Human Resources, Access, PowerPoint, Benefits Administration, 401k, Leadership
Education
University of Massachusetts, Amherst
BA, History
Alexandra Popovici's Putnam Investments Experience September 2015 - Present
Job Dealer Marketing Services Representative at Putnam Investments
Industry Marketing and Advertising
Experience
Putnam Investments September 2015 - Present
Shirts For Greeks July 2014 - May 2015
Blount Fine Foods May 2014 - August 2014
Education
University of New Hampshire 2011 — 2015
Bachelor’s Degree, Business Administration, Marketing
Putnam Investments September 2015 - Present
Shirts For Greeks July 2014 - May 2015
Blount Fine Foods May 2014 - August 2014
Education
University of New Hampshire 2011 — 2015
Bachelor’s Degree, Business Administration, Marketing
Paul Silva, CIMA® Paul Silva, CIMA®'s Putnam Investments Experience March 1991 - June 2004
Job Vice President, Senior Advisor Consultant at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2004 - Present
Putnam Investments March 1991 - June 2004
Putnam Investments 1991 - 2004
Skills
Mutual Funds, Series 7, Alternative Investments, Series 63, Asset Allocation, Asset Management, Separately Managed..., Investments, Wealth Management, Equities, Portfolio Management, Series 6
Education
University of Massachusetts, Amherst 1986 — 1990
Bs, HRTA
Franklin Templeton Investments June 2004 - Present
Putnam Investments March 1991 - June 2004
Putnam Investments 1991 - 2004
Skills
Mutual Funds, Series 7, Alternative Investments, Series 63, Asset Allocation, Asset Management, Separately Managed..., Investments, Wealth Management, Equities, Portfolio Management, Series 6
Education
University of Massachusetts, Amherst 1986 — 1990
Bs, HRTA
Matt Severance Matt Severance's Putnam Investments Experience February 2004 - August 2007
Job Account Manager at Everbridge
Industry Computer Software
Experience
Everbridge February 2015 - Present
Dynatrace June 2014 - February 2015
Virgin Pulse September 2012 - June 2014
New York Life Retirement Plan Services November 2009 - September 2012
New York Life Retirement Plan Services February 2008 - November 2009
Putnam Investments February 2004 - August 2007
Skills
Employee Benefits, Training, Retirement, Account Management, Management, 401k, Financial Services, Selling, Series 7, Consultative Sales..., Mutual Funds, Program Management, Sales, Consultative Selling..., Series 63, Salesforce.com, Marketing, Human Resources, Retirement Planning, Strategic Planning, Adult Learning..., Consultative Selling
Education
University of Massachusetts at Amherst, Isenberg School of Management 1999 — 2003
Bachelor of Business Administration (BBA), Management
University of Massachusetts, Amherst
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Everbridge February 2015 - Present
Dynatrace June 2014 - February 2015
Virgin Pulse September 2012 - June 2014
New York Life Retirement Plan Services November 2009 - September 2012
New York Life Retirement Plan Services February 2008 - November 2009
Putnam Investments February 2004 - August 2007
Skills
Employee Benefits, Training, Retirement, Account Management, Management, 401k, Financial Services, Selling, Series 7, Consultative Sales..., Mutual Funds, Program Management, Sales, Consultative Selling..., Series 63, Salesforce.com, Marketing, Human Resources, Retirement Planning, Strategic Planning, Adult Learning..., Consultative Selling
Education
University of Massachusetts at Amherst, Isenberg School of Management 1999 — 2003
Bachelor of Business Administration (BBA), Management
University of Massachusetts, Amherst
Bachelor of Business Administration (B.B.A.), Business Administration and Management
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
Chad Kastner Chad Kastner's Putnam Investments Experience February 2012 - Present
Job Senior Regional Marketing Director Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments February 2012 - Present
Sun Life Financial September 2009 - February 2012
The Hartford - PLANCO June 1998 - September 2009
The Hartford - PLANCO July 1997 - June 1998
Skills
Mutual Funds, Series 7, Series 63, Series 65, Series 6, Consultative Selling..., Variable Annuities, 529 Plans
Education
University of Minnesota-Twin Cities 1993 — 1997
B.S., Economics
Putnam Investments February 2012 - Present
Sun Life Financial September 2009 - February 2012
The Hartford - PLANCO June 1998 - September 2009
The Hartford - PLANCO July 1997 - June 1998
Skills
Mutual Funds, Series 7, Series 63, Series 65, Series 6, Consultative Selling..., Variable Annuities, 529 Plans
Education
University of Minnesota-Twin Cities 1993 — 1997
B.S., Economics
Mac DeCaprio's Putnam Investments Experience January 2010 - March 2012
Job Eaton Vance
Industry Financial Services
Experience
Eaton Vance April 2012 - Present
Putnam Investments January 2010 - March 2012
Skills
Series 7, Salesforce.com, Series 63, Series 66, Uniform Combined State..., Investment Advisory, Relationship Management, Hedge Funds
Education
University of Miami 2005 — 2009
B.A., Political Science, Business Administration
Wellesley High School 2001 — 2005
Eaton Vance April 2012 - Present
Putnam Investments January 2010 - March 2012
Skills
Series 7, Salesforce.com, Series 63, Series 66, Uniform Combined State..., Investment Advisory, Relationship Management, Hedge Funds
Education
University of Miami 2005 — 2009
B.A., Political Science, Business Administration
Wellesley High School 2001 — 2005
Allen Canning Allen Canning's Putnam Investments Experience May 2007 - Present
Job Manager, Server Engineering at Putnam Investments
Industry Information Technology and Services
Experience
Putnam Investments May 2007 - Present
Fidelity Investments April 2006 - May 2007
Accenture August 2004 - March 2006
Collective Technologies 1996 - 2004
GTE Internetworking 1997 - 1999
Progress Software 1993 - 1996
EPM 1992 - 1993
Cabletron 1991 - 1992
Skills
Solaris, Unix, Perl, Shell Scripting, Databases, Servers, Operating Systems, DNS, Oracle, Red Hat Linux, VMware, Enterprise Software, System Administration, Cloud Computing, Windows, Enterprise Architecture, Python, Integration, PHP, Java, SAN, MySQL, Veritas Volume Manager, Veritas Cluster Server, NFS, NetApp, SQL, Storage Area Networks, Active Directory, Disaster Recovery, Architecture, Virtualization, XML, VMware ESX, JavaScript, Unix Shell Scripting, High Availability, Linux, Server Architecture, System Architecture, Requirements Analysis, Ubuntu, Architectures, EMC, Performance Tuning, Software Project..., TCP/IP, Apache, IT Strategy, Configuration Management
Education
University of New Hampshire 1987 — 1991
Bachelor, Computer Science
Putnam Investments May 2007 - Present
Fidelity Investments April 2006 - May 2007
Accenture August 2004 - March 2006
Collective Technologies 1996 - 2004
GTE Internetworking 1997 - 1999
Progress Software 1993 - 1996
EPM 1992 - 1993
Cabletron 1991 - 1992
Skills
Solaris, Unix, Perl, Shell Scripting, Databases, Servers, Operating Systems, DNS, Oracle, Red Hat Linux, VMware, Enterprise Software, System Administration, Cloud Computing, Windows, Enterprise Architecture, Python, Integration, PHP, Java, SAN, MySQL, Veritas Volume Manager, Veritas Cluster Server, NFS, NetApp, SQL, Storage Area Networks, Active Directory, Disaster Recovery, Architecture, Virtualization, XML, VMware ESX, JavaScript, Unix Shell Scripting, High Availability, Linux, Server Architecture, System Architecture, Requirements Analysis, Ubuntu, Architectures, EMC, Performance Tuning, Software Project..., TCP/IP, Apache, IT Strategy, Configuration Management
Education
University of New Hampshire 1987 — 1991
Bachelor, Computer Science
LeeAnn Powell LeeAnn Powell's Putnam Investments Experience 1989 - 1992
Job VP, Sr. Marketing Manager, Client Marketing & Communications, JPMorgan Chase
Industry Marketing and Advertising
Experience
JPMorgan Chase November 2012 - Present
Marketing Communications January 2012 - Present
WIT Strategy February 2011 - September 2011
TD Ameritrade June 2010 - March 2011
UBS Wealth Management March 2007 - May 2010
Wechsler Ross & Partners 2005 - 2007
Frank Russell Company 1992 - 1994
Putnam Investments 1989 - 1992
Skills
Editing, Marketing Communications, Writing, Marketing Strategy, Content Development, Digital Marketing, Email Marketing, Advertising, Integrated Marketing, Social Media, Social Media Marketing, Project Management, Web Content, Financial Services, Video, Content Strategy, Marketing, Corporate Communications, Adobe Creative Suite
Education
University of Massachusetts, Amherst 1983 — 1985
BA
marketing communications
JPMorgan Chase November 2012 - Present
Marketing Communications January 2012 - Present
WIT Strategy February 2011 - September 2011
TD Ameritrade June 2010 - March 2011
UBS Wealth Management March 2007 - May 2010
Wechsler Ross & Partners 2005 - 2007
Frank Russell Company 1992 - 1994
Putnam Investments 1989 - 1992
Skills
Editing, Marketing Communications, Writing, Marketing Strategy, Content Development, Digital Marketing, Email Marketing, Advertising, Integrated Marketing, Social Media, Social Media Marketing, Project Management, Web Content, Financial Services, Video, Content Strategy, Marketing, Corporate Communications, Adobe Creative Suite
Education
University of Massachusetts, Amherst 1983 — 1985
BA
marketing communications
Samir Randive, CFA Samir Randive, CFA's Putnam Investments Experience September 2004 - March 2006
Job at OTC Global Holdings
Industry Information Technology and Services
Experience
OTC Global Holdings LP March 2013 - Present
Knight Equity Markets October 2010 - February 2013
Bank of America Merrill Lynch April 2006 - October 2010
Putnam Investments September 2004 - March 2006
State Street Bank September 2002 - August 2004
Shaydes Systems LLC 2000 - 2002
Patni Computer Systems 1998 - 2000
Skills
Fixed Income, Trading Systems, Equities, Sybase
Education
CFA Institute
University of Mumbai
BE, Civil
OTC Global Holdings LP March 2013 - Present
Knight Equity Markets October 2010 - February 2013
Bank of America Merrill Lynch April 2006 - October 2010
Putnam Investments September 2004 - March 2006
State Street Bank September 2002 - August 2004
Shaydes Systems LLC 2000 - 2002
Patni Computer Systems 1998 - 2000
Skills
Fixed Income, Trading Systems, Equities, Sybase
Education
CFA Institute
University of Mumbai
BE, Civil
Brett Edminster Brett Edminster's Putnam Investments Experience November 2003 - February 2004
Job Software Architect at Copyright Clearance Center
Industry Computer Software
Experience
Copyright Clearance Center April 2015 - Present
Copyright Clearance Center November 2011 - Present
IDEXX Laboratories August 2011 - October 2011
Helium Inc. November 2010 - July 2011
Helium Inc. April 2010 - November 2010
Bottomline Technologies May 2007 - March 2010
Liberty Mutual March 2004 - May 2007
Putnam Investments November 2003 - February 2004
Keane Consulting August 2002 - October 2003
Gateway October 2000 - August 2002
Skills
Agile Methodologies
Education
University of New Hampshire
Copyright Clearance Center April 2015 - Present
Copyright Clearance Center November 2011 - Present
IDEXX Laboratories August 2011 - October 2011
Helium Inc. November 2010 - July 2011
Helium Inc. April 2010 - November 2010
Bottomline Technologies May 2007 - March 2010
Liberty Mutual March 2004 - May 2007
Putnam Investments November 2003 - February 2004
Keane Consulting August 2002 - October 2003
Gateway October 2000 - August 2002
Skills
Agile Methodologies
Education
University of New Hampshire
Allan Cain Allan Cain's Putnam Investments Experience 1985 - 1988
Job Senior Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity 2009 - Present
Fidelity Investments 2008 - Present
Fidelity Investments 1995 - 2008
Brown Brothers Harriman 1994 - 1995
Unisys 1989 - 1992
The Shareholders Services Group 1989 - 1991
Putnam Investments 1985 - 1988
Bradford Trust 1979 - 1981
Skills
Easytrieve, VSAM, Fileaid, MVS, IBM Utilities, CICS, IBM Mainframe, TSO, OS/390, JCL, ISPF, Vendor Management, Mainframe, COBOL, z/OS, Websphere, Systems Analysis, SDLC, Requirements Analysis, Endeavor, SPUFI, Requirements Gathering, DB2, Production Support, Visio, Business Requirements, Data Modeling, Quality Center, User Acceptance Testing, Sybase, Release Management
Education
University of Massachusetts, Amherst 1969 — 1974
BA, Psychology
Braintree High School 1965 — 1969
College Prep
Fidelity 2009 - Present
Fidelity Investments 2008 - Present
Fidelity Investments 1995 - 2008
Brown Brothers Harriman 1994 - 1995
Unisys 1989 - 1992
The Shareholders Services Group 1989 - 1991
Putnam Investments 1985 - 1988
Bradford Trust 1979 - 1981
Skills
Easytrieve, VSAM, Fileaid, MVS, IBM Utilities, CICS, IBM Mainframe, TSO, OS/390, JCL, ISPF, Vendor Management, Mainframe, COBOL, z/OS, Websphere, Systems Analysis, SDLC, Requirements Analysis, Endeavor, SPUFI, Requirements Gathering, DB2, Production Support, Visio, Business Requirements, Data Modeling, Quality Center, User Acceptance Testing, Sybase, Release Management
Education
University of Massachusetts, Amherst 1969 — 1974
BA, Psychology
Braintree High School 1965 — 1969
College Prep
Kelsey Sullivan Kelsey Sullivan's Putnam Investments Experience September 2012 - December 2012
Job HR Coordinator at Maxwell Health
Industry Health, Wellness and Fitness
Experience
Maxwell Health September 2013 - Present
Putnam Investments September 2012 - December 2012
B & G Outdoor Recreation March 2009 - September 2012
Hopkinton Drug June 2006 - 2010
Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Management, Teamwork, Retail, Event Planning, Organization, Social Media, Data Entry, Employee Benefits, Marketing
Education
University of Massachusetts, Amherst 2009 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
University of Wollongong 2011 — 2011
Communication, General
Maxwell Health September 2013 - Present
Putnam Investments September 2012 - December 2012
B & G Outdoor Recreation March 2009 - September 2012
Hopkinton Drug June 2006 - 2010
Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Management, Teamwork, Retail, Event Planning, Organization, Social Media, Data Entry, Employee Benefits, Marketing
Education
University of Massachusetts, Amherst 2009 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
University of Wollongong 2011 — 2011
Communication, General
Ken Monahan Ken Monahan's Putnam Investments Experience 2000 - 2001
Job Institutional Sales and Relationship Management Executive,Financial Services
Industry Financial Services
Experience
. January 2014 - Present
TIAA-CREF Boston 2011 - 2013
TIAA-CREF 2008 - January 2011
Fidelity Investments 2004 - 2008
Eastern Bank 2003 - 2004
State Street Research 2001 - 2002
Putnam Investments 2000 - 2001
Fidelity Investments 1995 - 2000
Fidelity Investments January 1993 - December 1995
Fidelity Investments January 1986 - December 1993
Skills
Strategy, Management, Retirement, Mergers & Acquisitions, Strategic Financial..., Relationship Management, New Business Development, Sales, Marketing Strategy, Sales Process, Integrated Marketing, Investment Management, Financial Services, Mutual Funds
Education
University of Massachusetts, Amherst 1973 — 1976
Buisness Adminstration
Archbishop Williams
Archbishop Williams
Archbishop Williams
Archbishop Williams
Northwood School
. January 2014 - Present
TIAA-CREF Boston 2011 - 2013
TIAA-CREF 2008 - January 2011
Fidelity Investments 2004 - 2008
Eastern Bank 2003 - 2004
State Street Research 2001 - 2002
Putnam Investments 2000 - 2001
Fidelity Investments 1995 - 2000
Fidelity Investments January 1993 - December 1995
Fidelity Investments January 1986 - December 1993
Skills
Strategy, Management, Retirement, Mergers & Acquisitions, Strategic Financial..., Relationship Management, New Business Development, Sales, Marketing Strategy, Sales Process, Integrated Marketing, Investment Management, Financial Services, Mutual Funds
Education
University of Massachusetts, Amherst 1973 — 1976
Buisness Adminstration
Archbishop Williams
Archbishop Williams
Archbishop Williams
Archbishop Williams
Northwood School
Francisco Muir Francisco Muir's Putnam Investments Experience June 2015 - Present
Job Application Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2015 - Present
Putnam Investments March 2012 - Present
Putnam Investments July 2004 - March 2012
Putnam Investments February 2001 - July 2004
Skills
SDLC, Vendor Management, Business Analysis, Project Management, Requirements Analysis, Software Project..., Agile Methodologies, Salesforce.com..., Salesforce.com..., Salesforce.com..., CRM, Requirements Gathering, SaaS, Agile Project Management, Business Requirements, Analytics, Enterprise Architecture, Management, SQL, Strategic Planning, Team Leadership, Process Improvement, Integration, Salesforce.com, Program Management
Education
University of Massachusetts, Amherst 1990 — 1994
BS, Psychology
Putnam Investments June 2015 - Present
Putnam Investments March 2012 - Present
Putnam Investments July 2004 - March 2012
Putnam Investments February 2001 - July 2004
Skills
SDLC, Vendor Management, Business Analysis, Project Management, Requirements Analysis, Software Project..., Agile Methodologies, Salesforce.com..., Salesforce.com..., Salesforce.com..., CRM, Requirements Gathering, SaaS, Agile Project Management, Business Requirements, Analytics, Enterprise Architecture, Management, SQL, Strategic Planning, Team Leadership, Process Improvement, Integration, Salesforce.com, Program Management
Education
University of Massachusetts, Amherst 1990 — 1994
BS, Psychology
Paul Roche Paul Roche's Putnam Investments Experience August 2012 - Present
Job Strategic Relationship Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments August 2012 - Present
Putnam Investments March 2006 - July 2012
New York Life Insurance Company August 2005 - February 2006
Pure Trading August 2004 - March 2005
Moors & Cabot 1991 - 2004
Skills
Series 7, Series 65, Series 55, Series 63, Trading, Strategy, FINRA, Finance, Portfolio Management, Asset Allocation, Investment Advisory, Competitive Analysis, Mutual Funds, Alternative Investments, Investments, Equities, Securities, Asset Management, Financial Services, Fixed Income, Wealth Management
Education
University of Massachusetts, Amherst 1988 — 1992
Putnam Investments August 2012 - Present
Putnam Investments March 2006 - July 2012
New York Life Insurance Company August 2005 - February 2006
Pure Trading August 2004 - March 2005
Moors & Cabot 1991 - 2004
Skills
Series 7, Series 65, Series 55, Series 63, Trading, Strategy, FINRA, Finance, Portfolio Management, Asset Allocation, Investment Advisory, Competitive Analysis, Mutual Funds, Alternative Investments, Investments, Equities, Securities, Asset Management, Financial Services, Fixed Income, Wealth Management
Education
University of Massachusetts, Amherst 1988 — 1992
Eric Slack Eric Slack's Putnam Investments Experience January 1998 - January 1999
Job Regional Vice President
Industry Financial Services
Experience
American Realty Capital October 2012 - Present
Cole Capital November 2011 - July 2012
Allianz February 2008 - November 2011
Allianz Life Financial Services, LLC January 2008 - January 2011
Jackson National Life November 1998 - February 2008
Jackson National Life Distributors January 1999 - January 2008
Putnam Investments January 1998 - January 1999
Putnam Investments January 1997 - January 1998
Skills
Sales Process, CRM, Marketing, Networking, Customer Requirements, Fixed Annuities, Series 63, Mutual Funds, Series 7, Retirement Planning, Series 6, Retirement, FINRA, Finance, REIT, Sales Operations, IRAs
Education
University of Massachusetts, Amherst 1992 — 1996
BA, Animal Sciences
American Realty Capital October 2012 - Present
Cole Capital November 2011 - July 2012
Allianz February 2008 - November 2011
Allianz Life Financial Services, LLC January 2008 - January 2011
Jackson National Life November 1998 - February 2008
Jackson National Life Distributors January 1999 - January 2008
Putnam Investments January 1998 - January 1999
Putnam Investments January 1997 - January 1998
Skills
Sales Process, CRM, Marketing, Networking, Customer Requirements, Fixed Annuities, Series 63, Mutual Funds, Series 7, Retirement Planning, Series 6, Retirement, FINRA, Finance, REIT, Sales Operations, IRAs
Education
University of Massachusetts, Amherst 1992 — 1996
BA, Animal Sciences
Brett Bergamini Brett Bergamini's Putnam Investments Experience August 2013 - Present
Job Data Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments August 2013 - Present
BNY Mellon April 2013 - August 2013
BNY Mellon April 2010 - April 2013
State Street September 2006 - April 2010
State Street July 2005 - September 2006
Skills
Auditing, Fund Accounting, Account Reconciliation, Bloomberg, Corporate Actions, Process Improvement, Microsoft Office, Portfolio Management, Internal Audit, Equities, Fixed Income, Microsoft Excel, Financial Analysis, Management, Financial Services, Investments, Data Analysis, Accounting, Financial Modeling, Finance, PowerPoint
Education
Univeristy of Massachusetts Amherst 2000 — 2005
University of Massachusetts, Amherst 2000 — 2005
Bachelors, Sports Management
Putnam Investments August 2013 - Present
BNY Mellon April 2013 - August 2013
BNY Mellon April 2010 - April 2013
State Street September 2006 - April 2010
State Street July 2005 - September 2006
Skills
Auditing, Fund Accounting, Account Reconciliation, Bloomberg, Corporate Actions, Process Improvement, Microsoft Office, Portfolio Management, Internal Audit, Equities, Fixed Income, Microsoft Excel, Financial Analysis, Management, Financial Services, Investments, Data Analysis, Accounting, Financial Modeling, Finance, PowerPoint
Education
Univeristy of Massachusetts Amherst 2000 — 2005
University of Massachusetts, Amherst 2000 — 2005
Bachelors, Sports Management
April Leclerc April Leclerc's Putnam Investments Experience August 2011 - Present
Job Manager Portolio Reporting
Industry Financial Services
Experience
Putnam Investments August 2011 - Present
Putnam Investments March 2002 - August 2011
Putnam Investments January 2000 - March 2002
Putnam Investments June 1998 - January 2002
Education
University of New Hampshire 1994 — 1998
BS, Business Administration, Accouting and Finance
Putnam Investments August 2011 - Present
Putnam Investments March 2002 - August 2011
Putnam Investments January 2000 - March 2002
Putnam Investments June 1998 - January 2002
Education
University of New Hampshire 1994 — 1998
BS, Business Administration, Accouting and Finance
Michelle (Friedman) Karle Michelle (Friedman) Karle's Putnam Investments Experience June 2003 - June 2004
Job Experienced Marketing Professional Delivering Actionable And Profitable Results
Industry Marketing and Advertising
Experience
Computershare January 2015 - Present
Citizens Financial Group June 2008 - 2014
First Marblehead May 2006 - May 2008
First Marblehead June 2004 - May 2006
Putnam Investments June 2003 - June 2004
Putnam Investments September 2000 - June 2003
Putnam Investments September 1998 - September 2000
Skills
Direct Marketing, Strategy, Marketing Strategy, Analytics, Marketing, Integrated Marketing, Management, SEO, Email Marketing, Segmentation, New Business Development, Business Process..., Digital Marketing, Analysis, Product Development, Strategic Planning, Budgets, Database Marketing, Business Intelligence, Customer Experience, Account Management, Performance Measurement, Marketing Research, Project Management, Campaign Management
Education
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Science (B.S.), Natural Resource Economics
Computershare January 2015 - Present
Citizens Financial Group June 2008 - 2014
First Marblehead May 2006 - May 2008
First Marblehead June 2004 - May 2006
Putnam Investments June 2003 - June 2004
Putnam Investments September 2000 - June 2003
Putnam Investments September 1998 - September 2000
Skills
Direct Marketing, Strategy, Marketing Strategy, Analytics, Marketing, Integrated Marketing, Management, SEO, Email Marketing, Segmentation, New Business Development, Business Process..., Digital Marketing, Analysis, Product Development, Strategic Planning, Budgets, Database Marketing, Business Intelligence, Customer Experience, Account Management, Performance Measurement, Marketing Research, Project Management, Campaign Management
Education
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Science (B.S.), Natural Resource Economics
Michelle Werth Michelle Werth's Putnam Investments Experience July 2014 - Present
Job Senior Relationship Manager at Putnam Investments
Industry Investment Management
Experience
Putnam Investments July 2014 - Present
Cadaret Grant April 2010 - July 2014
American Century Investments January 2004 - January 2009
American Century Investments January 2000 - December 2003
American Century Investments March 1998 - January 2000
Skills
FUSION Presentation, Mutual Funds, Client Relations, New Business Development, Innovative Marketing, Product Management, Exemplary Client...
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Arts (B.A.)
Cohasset High School
Putnam Investments July 2014 - Present
Cadaret Grant April 2010 - July 2014
American Century Investments January 2004 - January 2009
American Century Investments January 2000 - December 2003
American Century Investments March 1998 - January 2000
Skills
FUSION Presentation, Mutual Funds, Client Relations, New Business Development, Innovative Marketing, Product Management, Exemplary Client...
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Arts (B.A.)
Cohasset High School
Lynne Cote Joyce Lynne Cote Joyce's Putnam Investments Experience 1997 - 1999
Job Sales Manager/Associate Broker at Tate & Foss Sotheby's International Realty
Industry Real Estate
Experience
Tate & Foss Sotheby's International Realty January 2014 - Present
Tate & Foss Sotheby's International Realty 2005 - Present
Micro Arts 2004 - 2005
Independent Marketing Consulting 2002 - 2004
Tidewatch 2000 - 2002
Putnam Investments 1997 - 1999
Skills
Sellers, Real Estate, Condos, Luxury, Buyers, Selling, Real Property, Marketing, Property, Contract Negotiation, Project Management, First Time Home Buyers, Buyer Representation, Investment Properties, Online Marketing, Social Media Marketing, Sales, Retail, Email Marketing, Single Family Homes, Marketing Strategy, Relocation, Residential Homes, Referrals
Education
Northeastern University 1999 — 2001
MBA, Marketing Management
Northeastern University 1998 — 1999
Graduate Certificate, Human Resources Management
University of New Hampshire 1991 — 1995
BA, Psychology/Business Administration
Tate & Foss Sotheby's International Realty January 2014 - Present
Tate & Foss Sotheby's International Realty 2005 - Present
Micro Arts 2004 - 2005
Independent Marketing Consulting 2002 - 2004
Tidewatch 2000 - 2002
Putnam Investments 1997 - 1999
Skills
Sellers, Real Estate, Condos, Luxury, Buyers, Selling, Real Property, Marketing, Property, Contract Negotiation, Project Management, First Time Home Buyers, Buyer Representation, Investment Properties, Online Marketing, Social Media Marketing, Sales, Retail, Email Marketing, Single Family Homes, Marketing Strategy, Relocation, Residential Homes, Referrals
Education
Northeastern University 1999 — 2001
MBA, Marketing Management
Northeastern University 1998 — 1999
Graduate Certificate, Human Resources Management
University of New Hampshire 1991 — 1995
BA, Psychology/Business Administration
Jane Piercy Jane Piercy's Putnam Investments Experience 1985 - 1989
Job Independent Consultant
Industry Computer Software
Experience
Independent Consultant April 2013 - Present
Agencyport Software April 2005 - April 2013
John Hancock Life Insurance Company (U.S.A.) 1989 - 2004
Putnam Investments 1985 - 1989
Skills
Program Management, Project Management, Insurance, CRM, Analysis, Training, Software Project..., Business Analysis, Start-ups, Integration, Business Development, SDLC, Visio, Requirements Analysis, Requirements Gathering, Management, Agile Methodologies
Education
University of Michigan 1980 — 1984
Independent Consultant April 2013 - Present
Agencyport Software April 2005 - April 2013
John Hancock Life Insurance Company (U.S.A.) 1989 - 2004
Putnam Investments 1985 - 1989
Skills
Program Management, Project Management, Insurance, CRM, Analysis, Training, Software Project..., Business Analysis, Start-ups, Integration, Business Development, SDLC, Visio, Requirements Analysis, Requirements Gathering, Management, Agile Methodologies
Education
University of Michigan 1980 — 1984
Brittany Pinksten's Putnam Investments Experience May 2015 - Present
Job Technical Coordinator at Putnam Investments
Industry Investment Banking
Experience
Putnam Investments May 2015 - Present
Putnam Investments January 2015 - May 2015
Putnam Investments December 2012 - January 2015
Dorner Law & Title Services January 2012 - November 2012
Victoria's Secret November 2006 - November 2010
Victoria's Secret November 2009 - January 2010
Skills
Customer Service, Social Media, Microsoft Office, Microsoft Excel, Sales, PowerPoint, Time Management, Social Networking, Team Building, Social Media Marketing, Management
Education
University of New Hampshire 2007 — 2010
BA, Psychology
Putnam Investments May 2015 - Present
Putnam Investments January 2015 - May 2015
Putnam Investments December 2012 - January 2015
Dorner Law & Title Services January 2012 - November 2012
Victoria's Secret November 2006 - November 2010
Victoria's Secret November 2009 - January 2010
Skills
Customer Service, Social Media, Microsoft Office, Microsoft Excel, Sales, PowerPoint, Time Management, Social Networking, Team Building, Social Media Marketing, Management
Education
University of New Hampshire 2007 — 2010
BA, Psychology
Brian Lomax Brian Lomax's Putnam Investments Experience 1998 - 2000
Job Making great competitors, Speaker, Writer, M. Ed.
Industry Sports
Experience
PerformanceXtra June 2010 - Present
Connecticut College March 2012 - June 2014
TIAA-CREF March 2011 - January 2014
Fidelity Investments August 2003 - July 2010
Veridiem 2000 - 2003
Putnam Investments 1998 - 2000
Ajilon Consulting 1998 - 2000
Fleet Bank 1990 - 1998
Skills
Coaching, Mental Toughness, Writing, Public Speaking, Presentations, Process Engineering, Tennis, Program Management, Sports, Training, Quality Assurance, Teaching, Strategy, Management, Customer Service, Leadership, Analysis, Team Building, Leadership Development, Data Analysis, Project Management, Social Media, Entrepreneurship, Event Management, Marketing, Strategic Planning, Social Networking, Event Planning, Organizational..., Consulting, Mentoring, Athletics
Education
University of Missouri-Columbia 2014 — 2015
Master of Education (M.Ed.), Counseling Psychology - Positive Coaching
Vanderbilt University 1985 — 1989
BA, Spanish, Political Science
Barrington High School 1981 — 1985
PerformanceXtra June 2010 - Present
Connecticut College March 2012 - June 2014
TIAA-CREF March 2011 - January 2014
Fidelity Investments August 2003 - July 2010
Veridiem 2000 - 2003
Putnam Investments 1998 - 2000
Ajilon Consulting 1998 - 2000
Fleet Bank 1990 - 1998
Skills
Coaching, Mental Toughness, Writing, Public Speaking, Presentations, Process Engineering, Tennis, Program Management, Sports, Training, Quality Assurance, Teaching, Strategy, Management, Customer Service, Leadership, Analysis, Team Building, Leadership Development, Data Analysis, Project Management, Social Media, Entrepreneurship, Event Management, Marketing, Strategic Planning, Social Networking, Event Planning, Organizational..., Consulting, Mentoring, Athletics
Education
University of Missouri-Columbia 2014 — 2015
Master of Education (M.Ed.), Counseling Psychology - Positive Coaching
Vanderbilt University 1985 — 1989
BA, Spanish, Political Science
Barrington High School 1981 — 1985
William (Bill) Ford, CFP® William (Bill) Ford, CFP®'s Putnam Investments Experience 1994 - 1998
Job Vice President, National Accounts at American Century Investments
Industry Financial Services
Experience
American Century Investments July 2010 - Present
Summit Financial Corporation July 2009 - July 2010
Guardian Investor Services LLC March 2000 - December 2008
New England Financial 1998 - 2000
Putnam Investments 1994 - 1998
The Advisors Group 1993 - 1995
Ameriprise Financial 1991 - 1993
Skills
Mutual Funds, Asset Management
Education
University of New Hampshire 1985 — 1989
American Century Investments July 2010 - Present
Summit Financial Corporation July 2009 - July 2010
Guardian Investor Services LLC March 2000 - December 2008
New England Financial 1998 - 2000
Putnam Investments 1994 - 1998
The Advisors Group 1993 - 1995
Ameriprise Financial 1991 - 1993
Skills
Mutual Funds, Asset Management
Education
University of New Hampshire 1985 — 1989
Jeff Hardwick Jeff Hardwick's Putnam Investments Experience 1987 - 1990
Job Managing Director, Palmetto Advisory Group
Industry Financial Services
Experience
Palmetto Advisory Group August 2010 - Present
Sun Life January 2006 - May 2007
Safeco Life and Investments/Symetra 2002 - 2005
Jackson National Life Distributors 1995 - 2002
Jackson National Life 1995 - 2002
G.T. Capital Management 1990 - 1995
Putnam Investments 1987 - 1990
Education
University of New Hampshire 1981 — 1985
BS
University of New Hampshire -- Peter T. Paul College of Business and Economics 1981 — 1985
BS, Business Administration
Palmetto Advisory Group August 2010 - Present
Sun Life January 2006 - May 2007
Safeco Life and Investments/Symetra 2002 - 2005
Jackson National Life Distributors 1995 - 2002
Jackson National Life 1995 - 2002
G.T. Capital Management 1990 - 1995
Putnam Investments 1987 - 1990
Education
University of New Hampshire 1981 — 1985
BS
University of New Hampshire -- Peter T. Paul College of Business and Economics 1981 — 1985
BS, Business Administration
Paula Hoyt Paula Hoyt's Putnam Investments Experience April 1994 - Present
Job Senior Financial Writer/Editor at Putnam Investments
Industry Financial Services
Experience
Putnam Investments April 1994 - Present
Putnam Investments May 1990 - April 1994
Bank of New England Corporation July 1987 - May 1990
Sturdy Memorial Hospital October 1984 - July 1987
Skills
White Papers, Marketing Communications, Mutual Funds, Writing, Editing, Content Strategy
Education
University of Massachusetts, Amherst 1980 — 1984
Bachelor of Arts, Journalism
Putnam Investments April 1994 - Present
Putnam Investments May 1990 - April 1994
Bank of New England Corporation July 1987 - May 1990
Sturdy Memorial Hospital October 1984 - July 1987
Skills
White Papers, Marketing Communications, Mutual Funds, Writing, Editing, Content Strategy
Education
University of Massachusetts, Amherst 1980 — 1984
Bachelor of Arts, Journalism
Emily Gross Emily Gross's Putnam Investments Experience January 2004 - March 2006
Job West Coast Sales Consultant
Industry Financial Services
Experience
Beaumont Capital Management (BCM) June 2015 - Present
Braver Capital Management November 2013 - June 2015
Principal Financial Group March 2013 - November 2013
American Funds January 2008 - March 2013
Eaton Vance May 2006 - December 2007
Putnam Investments January 2004 - March 2006
Education
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Arts (B.A.), Psychology
Framingham High
Beaumont Capital Management (BCM) June 2015 - Present
Braver Capital Management November 2013 - June 2015
Principal Financial Group March 2013 - November 2013
American Funds January 2008 - March 2013
Eaton Vance May 2006 - December 2007
Putnam Investments January 2004 - March 2006
Education
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Arts (B.A.), Psychology
Framingham High
Pete Drummey Pete Drummey's Putnam Investments Experience April 1996 - August 1998
Job Data Aggregation
Industry Financial Services
Experience
SS&C Technologies November 2007 - April 2015
Sowood Capital Management November 2006 - October 2007
Evare, LLC April 2000 - November 2006
Evare, LLC October 1999 - April 2000
Evare, LLC August 1998 - October 1999
Putnam Investments April 1996 - August 1998
Skills
Management, Sales, Leadership, Microsoft Excel, Microsoft Office, Windows, Recruiting, Microsoft Word, Research, PowerPoint, Training, Investments, Financial Services, Sales Management, Equities, Salesforce.com, Customer Service
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor's Degree, Communications
SS&C Technologies November 2007 - April 2015
Sowood Capital Management November 2006 - October 2007
Evare, LLC April 2000 - November 2006
Evare, LLC October 1999 - April 2000
Evare, LLC August 1998 - October 1999
Putnam Investments April 1996 - August 1998
Skills
Management, Sales, Leadership, Microsoft Excel, Microsoft Office, Windows, Recruiting, Microsoft Word, Research, PowerPoint, Training, Investments, Financial Services, Sales Management, Equities, Salesforce.com, Customer Service
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor's Degree, Communications
Rebecca Hatch's Putnam Investments Experience January 1997 - March 2005
Job Client Service Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement April 2011 - Present
Mercer 2007 - April 2011
Financial Engines February 2007 - November 2007
ADP March 2005 - February 2007
Putnam Investments January 1997 - March 2005
Skills
401k, Salesforce.com, Defined Contribution, Account Management, Financial Services, Employee Benefits, Call Center, Retirement, Customer Service, Retirement Planning, Microsoft Excel, Management, Client Services
Education
University of Massachusetts, Amherst
Bachelor of Science (BS)
EMPOWER Retirement April 2011 - Present
Mercer 2007 - April 2011
Financial Engines February 2007 - November 2007
ADP March 2005 - February 2007
Putnam Investments January 1997 - March 2005
Skills
401k, Salesforce.com, Defined Contribution, Account Management, Financial Services, Employee Benefits, Call Center, Retirement, Customer Service, Retirement Planning, Microsoft Excel, Management, Client Services
Education
University of Massachusetts, Amherst
Bachelor of Science (BS)
Paul English's Putnam Investments Experience June 1994 - December 1995
Job Passionate, creative, energetic Brand & Marketing leader
Industry Consumer Goods
Experience
TaylorMade-adidas Golf May 2013 - September 2015
TaylorMade-adidas Golf January 2012 - May 2013
Callaway Golf August 2010 - September 2011
Callaway Golf September 2008 - August 2010
Callaway Golf May 2006 - September 2008
Unilever June 2004 - May 2006
Unilever August 2001 - June 2004
Invesco Ltd. January 1996 - July 1999
Putnam Investments June 1994 - December 1995
Skills
Copywriting, Editing, Social Media, Word, Excel, PowerPoint, Keynote, Outlook, Agency Relations, Agency RFPs, P&L Management, Media Planning, Market Research, Brand Development, Strategic Planning, Public Relations Skills, Website Management, Sponsorship Marketing, Merchandising Strategies, Product Development, Trade Promotions, Crisis Management, Formal Presentations, Talent Development, Team Building, Management, Marketing Strategy, Microsoft Excel, Microsoft Word, Golf, Sponsorship, Public Relations, Talent Management, Product Marketing, Webmaster Services, Integrated Marketing, Go-to-market Strategy, Strategy, Market Planning, Leadership, Creative Direction, Sales, CRM, Retail, Merchandising
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
MBA, Marketing
University of Notre Dame 1991 — 1994
BBA, Marketing
TaylorMade-adidas Golf May 2013 - September 2015
TaylorMade-adidas Golf January 2012 - May 2013
Callaway Golf August 2010 - September 2011
Callaway Golf September 2008 - August 2010
Callaway Golf May 2006 - September 2008
Unilever June 2004 - May 2006
Unilever August 2001 - June 2004
Invesco Ltd. January 1996 - July 1999
Putnam Investments June 1994 - December 1995
Skills
Copywriting, Editing, Social Media, Word, Excel, PowerPoint, Keynote, Outlook, Agency Relations, Agency RFPs, P&L Management, Media Planning, Market Research, Brand Development, Strategic Planning, Public Relations Skills, Website Management, Sponsorship Marketing, Merchandising Strategies, Product Development, Trade Promotions, Crisis Management, Formal Presentations, Talent Development, Team Building, Management, Marketing Strategy, Microsoft Excel, Microsoft Word, Golf, Sponsorship, Public Relations, Talent Management, Product Marketing, Webmaster Services, Integrated Marketing, Go-to-market Strategy, Strategy, Market Planning, Leadership, Creative Direction, Sales, CRM, Retail, Merchandising
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
MBA, Marketing
University of Notre Dame 1991 — 1994
BBA, Marketing
Jeremy Sala Jeremy Sala's Putnam Investments Experience July 1998 - Present
Job Correspondence Specialist at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 1998 - Present
Education
University of Massachusetts, Amherst 1993 — 1998
Bachelor of Arts (B.A.), History
Putnam Investments July 1998 - Present
Education
University of Massachusetts, Amherst 1993 — 1998
Bachelor of Arts (B.A.), History
Ray Tompkins Ray Tompkins's Putnam Investments Experience January 1990 - September 1996
Job Deskside, VPN and Telecommunications Contractor (PIE) at Blue Cross Blue Shield of MA
Industry Information Technology and Services
Experience
Open Systems Technologies January 2015 - Present
Artech Information Systems February 2011 - December 2014
Blue Cross Blue Shield June 2010 - October 2010
Blue Cross Blue Shield July 2009 - June 2010
Blue Cross Blue Shield October 2008 - June 2009
Monitor Group August 2007 - May 2008
PartyLite Worldwide June 2005 - February 2007
PartyLite Worldwide June 1998 - June 2005
PartyLite Gifts September 1996 - June 1998
Putnam Investments January 1990 - September 1996
Skills
Budget Process, Telecommunications, Active Directory, WAN, Asset Managment, Troubleshooting, Avaya
Education
University of Massachusetts, Amherst 1975 — 1979
Bachelor of Arts
Plymouth-Carver Regional High School 1972 — 1975
Open Systems Technologies January 2015 - Present
Artech Information Systems February 2011 - December 2014
Blue Cross Blue Shield June 2010 - October 2010
Blue Cross Blue Shield July 2009 - June 2010
Blue Cross Blue Shield October 2008 - June 2009
Monitor Group August 2007 - May 2008
PartyLite Worldwide June 2005 - February 2007
PartyLite Worldwide June 1998 - June 2005
PartyLite Gifts September 1996 - June 1998
Putnam Investments January 1990 - September 1996
Skills
Budget Process, Telecommunications, Active Directory, WAN, Asset Managment, Troubleshooting, Avaya
Education
University of Massachusetts, Amherst 1975 — 1979
Bachelor of Arts
Plymouth-Carver Regional High School 1972 — 1975
Maura Shephard Maura Shephard's Putnam Investments Experience May 1992 - September 1996
Job Senior Designer, LLBean
Industry Marketing and Advertising
Experience
LLBean, Inc. June 2010 - Present
Noble Street studio January 2009 - May 2010
McCabe, Duval + Associates May 2006 - January 2009
L.L.Bean, Inc. 2004 - 2005
Allen + Gerritsen 2003 - 2005
Toth Brand Imaging 1996 - 2003
Putnam Investments May 1992 - September 1996
Skills
Art Direction, Advertising, Graphics, Strategy, Art, Cross-functional Team..., Creative Direction, Adobe Creative Suite, Graphic Design, Typography, Illustrator, Web Design, InDesign, Brand Development, Logo Design, Interaction Design, Creative Strategy, Photoshop, User Experience, Photography, Corporate Identity, Social Media Marketing, Direct Marketing, Concept Development, Brochures, Layout, Catalogs, Branding, Email Marketing
Education
University of Massachusetts, Amherst 1988 — 1992
BFA, Sculpture
Shambhala School of Buddhist Studies
LLBean, Inc. June 2010 - Present
Noble Street studio January 2009 - May 2010
McCabe, Duval + Associates May 2006 - January 2009
L.L.Bean, Inc. 2004 - 2005
Allen + Gerritsen 2003 - 2005
Toth Brand Imaging 1996 - 2003
Putnam Investments May 1992 - September 1996
Skills
Art Direction, Advertising, Graphics, Strategy, Art, Cross-functional Team..., Creative Direction, Adobe Creative Suite, Graphic Design, Typography, Illustrator, Web Design, InDesign, Brand Development, Logo Design, Interaction Design, Creative Strategy, Photoshop, User Experience, Photography, Corporate Identity, Social Media Marketing, Direct Marketing, Concept Development, Brochures, Layout, Catalogs, Branding, Email Marketing
Education
University of Massachusetts, Amherst 1988 — 1992
BFA, Sculpture
Shambhala School of Buddhist Studies
Michael Fardy Michael Fardy's Putnam Investments Experience 1998 - 2004
Job FlexShares National Sales Manager
Industry Financial Services
Experience
Northern Trust Corporation June 2015 - Present
F-Squared Investments March 2014 - June 2015
Mirae Asset Global Investments Co., Ltd August 2013 - March 2014
iShares December 2009 - March 2013
Barclays 2005 - 2009
BNY Mellon 2004 - 2005
Putnam Investments 1998 - 2004
Morgan Stanley Wealth Management 1994 - 1998
State Street 1993 - 1994
Skills
ETFs, Mutual Funds, Separately Managed..., Variable Annuities, Fixed Income, Series 7, Asset Management, Alternative Investments, Financial Advisory, Asset Allocation, Hedge Funds, Strategic Financial...
Education
University of Michigan 1988 — 1992
BA in Economics, BA in Economics
Northern Trust Corporation June 2015 - Present
F-Squared Investments March 2014 - June 2015
Mirae Asset Global Investments Co., Ltd August 2013 - March 2014
iShares December 2009 - March 2013
Barclays 2005 - 2009
BNY Mellon 2004 - 2005
Putnam Investments 1998 - 2004
Morgan Stanley Wealth Management 1994 - 1998
State Street 1993 - 1994
Skills
ETFs, Mutual Funds, Separately Managed..., Variable Annuities, Fixed Income, Series 7, Asset Management, Alternative Investments, Financial Advisory, Asset Allocation, Hedge Funds, Strategic Financial...
Education
University of Michigan 1988 — 1992
BA in Economics, BA in Economics
Alicia Bogle Alicia Bogle's Putnam Investments Experience January 2004 - January 2007
Job SR Program Cost Schedule & Control Analyst at Raytheon
Industry Financial Services
Experience
Raytheon January 2013 - Present
State Street January 2007 - Present
US Concepts July 2005 - January 2013
State Street (Putnam Fund Group) January 2007 - January 2007
Putnam Investments January 2004 - January 2007
Putnam Investments January 2001 - January 2002
Verizon June 1998 - June 1999
Skills
Fund Accounting, Reconciliation, Derivatives, Fixed Income, Settlements, Beer, Brand Awareness, Nightlife, Wine Tasting, Event Management, Promotions, Process Scheduler
Education
University of New HampshireWhittemore School of Business
Bachelor of Science, Business Administration
University of New Hampshire
Raytheon January 2013 - Present
State Street January 2007 - Present
US Concepts July 2005 - January 2013
State Street (Putnam Fund Group) January 2007 - January 2007
Putnam Investments January 2004 - January 2007
Putnam Investments January 2001 - January 2002
Verizon June 1998 - June 1999
Skills
Fund Accounting, Reconciliation, Derivatives, Fixed Income, Settlements, Beer, Brand Awareness, Nightlife, Wine Tasting, Event Management, Promotions, Process Scheduler
Education
University of New HampshireWhittemore School of Business
Bachelor of Science, Business Administration
University of New Hampshire
Jamie DeNitto's Putnam Investments Experience April 1998 - May 2007
Job NFS National Sales Manager at WisdomTree Asset Management
Industry Financial Services
Experience
WisdomTree Asset Management June 2011 - Present
WisdomTree Asset Management May 2007 - June 2011
Putnam Investments April 1998 - May 2007
Putnam Investments 1998 - 2007
Skills
Series 24, Series 7, Series 63, Investments, Separately Managed..., ETFs, Mutual Funds, Asset Allocation, Alternative Investments, Series 6, Investment Strategies, FINRA, Wealth Management, 401k, Investment Advisory, Securities, Retirement, Asset Management
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Science
WisdomTree Asset Management June 2011 - Present
WisdomTree Asset Management May 2007 - June 2011
Putnam Investments April 1998 - May 2007
Putnam Investments 1998 - 2007
Skills
Series 24, Series 7, Series 63, Investments, Separately Managed..., ETFs, Mutual Funds, Asset Allocation, Alternative Investments, Series 6, Investment Strategies, FINRA, Wealth Management, 401k, Investment Advisory, Securities, Retirement, Asset Management
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Science
Helen Sharron Helen Sharron's Putnam Investments Experience 1996 - 2001
Job Executive Level Project Manager
Industry Information Technology and Services
Experience
Monster November 2013 - April 2014
TalentFusion August 2011 - 2014
Amazon May 2010 - September 2011
TalentFusion April 2001 - August 2011
Putnam Investments 1996 - 2001
Mellon Bank 1995 - 1997
State Street Bank 1990 - 1995
Education
University of Massachusetts, Amherst
BS, Business Administration
Monster November 2013 - April 2014
TalentFusion August 2011 - 2014
Amazon May 2010 - September 2011
TalentFusion April 2001 - August 2011
Putnam Investments 1996 - 2001
Mellon Bank 1995 - 1997
State Street Bank 1990 - 1995
Education
University of Massachusetts, Amherst
BS, Business Administration
Erin Denehy Erin Denehy's Putnam Investments Experience 2003 - 2004
Job Consultant at Beacon Hill Staffing Group
Industry
Experience
Beacon Hill Staffing Group September 2013 - Present
Get In Shape For Women September 2011 - August 2013
Get In Shape For Women May 2010 - August 2011
Gottex Fund Management 2008 - May 2010
Arrowstreet Capital 2008 - 2008
2100 Capital Group 2006 - 2008
2100 Capital Group 2004 - 2006
Putnam Investments 2003 - 2004
Skills
Business Development, Marketing, Recruiting, Staffing Services, Coaching, Time Management, Leadership
Education
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Science (BS), Human Nutrition
Beacon Hill Staffing Group September 2013 - Present
Get In Shape For Women September 2011 - August 2013
Get In Shape For Women May 2010 - August 2011
Gottex Fund Management 2008 - May 2010
Arrowstreet Capital 2008 - 2008
2100 Capital Group 2006 - 2008
2100 Capital Group 2004 - 2006
Putnam Investments 2003 - 2004
Skills
Business Development, Marketing, Recruiting, Staffing Services, Coaching, Time Management, Leadership
Education
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Science (BS), Human Nutrition
William Wanamaker William Wanamaker's Putnam Investments Experience July 2013 - Present
Job Software Developer at Putnam Investments
Industry Computer Software
Experience
Putnam Investments July 2013 - Present
Anetics December 2012 - January 2013
Carr Hardware May 2012 - August 2012
McDonald's Corporation March 2005 - January 2012
Skills
C#, Java, HTML 5, Microsoft SQL Server, Web Applications, Customer Service, CSS, Linux, Eclipse, Subversion, JavaScript, C++, SQL, Problem Solving, Git, Python, jQuery, HTML, Visual Studio, Mobile Applications, PHP, JSON, Databases, XML, Ubuntu, Forklift Operator, Database Design, C, GUI test automation, Mobile Security, Mobile Application...
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Science (BS), Computer Science
Putnam Investments July 2013 - Present
Anetics December 2012 - January 2013
Carr Hardware May 2012 - August 2012
McDonald's Corporation March 2005 - January 2012
Skills
C#, Java, HTML 5, Microsoft SQL Server, Web Applications, Customer Service, CSS, Linux, Eclipse, Subversion, JavaScript, C++, SQL, Problem Solving, Git, Python, jQuery, HTML, Visual Studio, Mobile Applications, PHP, JSON, Databases, XML, Ubuntu, Forklift Operator, Database Design, C, GUI test automation, Mobile Security, Mobile Application...
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Science (BS), Computer Science
Michael Ouanes's Putnam Investments Experience June 2015 - Present
Job Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2015 - Present
Putnam Investments February 2015 - May 2015
Citrix July 2014 - January 2015
University of Massachusetts Amherst March 2014 - May 2014
Peabody Public Schools December 2011 - May 2014
Skills
Microsoft Excel, Team..., Analysis, Investments, Leadership, Financial Modeling, Research, Economics, PowerPoint, Time Management, Microsoft Word, Social Media, Chess, Sports Coaching, Public Speaking, Customer Service
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.85
Putnam Investments June 2015 - Present
Putnam Investments February 2015 - May 2015
Citrix July 2014 - January 2015
University of Massachusetts Amherst March 2014 - May 2014
Peabody Public Schools December 2011 - May 2014
Skills
Microsoft Excel, Team..., Analysis, Investments, Leadership, Financial Modeling, Research, Economics, PowerPoint, Time Management, Microsoft Word, Social Media, Chess, Sports Coaching, Public Speaking, Customer Service
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.85
Maurizio Ferconi's Putnam Investments Experience March 2002 - March 2008
Job Managing Director, Global Head of Investment Risk Management at Barclays Global Investors
Industry Investment Management
Experience
Barclays Global Investors April 2008 - Present
Putnam Investments March 2002 - March 2008
Pioneer Investments February 2000 - March 2002
Citadel Investments January 1999 - February 2000
TechHackers February 1998 - January 1999
Vanderbil University August 1995 - January 1998
Indiana University, Bloomington, Indiana January 1995 - July 1995
Institute for Theoretical Physics, University of California, Santa Barbara July 1994 - January 1995
Skills
Financial Modeling, Quantitative Research, Credit Risk, Market Risk, Fixed Income, Derivatives, Equities, Capital Markets, Asset Management, Quantitative Finance, Financial Markets, Risk, Emerging Markets, Quantitative Analysis, Hedge Funds, Asset Allocation, Investments, Operational Risk..., Market Data, Bonds, Options, FX, Analytics, Portfolio Optimization, Alternative Investments, Insurance, Investment Strategies, Financial Engineering
Education
University of Missouri-Columbia 1991 — 1995
Ph.D., Theoretical and Computational Physics
Barclays Global Investors April 2008 - Present
Putnam Investments March 2002 - March 2008
Pioneer Investments February 2000 - March 2002
Citadel Investments January 1999 - February 2000
TechHackers February 1998 - January 1999
Vanderbil University August 1995 - January 1998
Indiana University, Bloomington, Indiana January 1995 - July 1995
Institute for Theoretical Physics, University of California, Santa Barbara July 1994 - January 1995
Skills
Financial Modeling, Quantitative Research, Credit Risk, Market Risk, Fixed Income, Derivatives, Equities, Capital Markets, Asset Management, Quantitative Finance, Financial Markets, Risk, Emerging Markets, Quantitative Analysis, Hedge Funds, Asset Allocation, Investments, Operational Risk..., Market Data, Bonds, Options, FX, Analytics, Portfolio Optimization, Alternative Investments, Insurance, Investment Strategies, Financial Engineering
Education
University of Missouri-Columbia 1991 — 1995
Ph.D., Theoretical and Computational Physics
Aspi Engineer's Putnam Investments Experience September 2002 - Present
Job Vice President (Information Systems), Putnam Investments, Boston
Industry Financial Services
Experience
Putnam Investments September 2002 - Present
Computer Sciences Corporation 1994 - 2002
CVS/Caremark 1993 - 1996
Logica 1993 - 1994
Skills
Enterprise Architecture..., J2EE Application..., Oracle Identity Manager, Oracle Access Manager, Middleware, Application Integration..., Application Architecture, IT Strategy, Unix/Linux/Solaris, Oracle, Agile Methodologies, Software Project..., JBoss Application Server, Weblogic Administration, Messaging, Redhat HornetQ (JMS), Sun Message Queue (JMS), Java, Web Services (SOAP,..., Systems Management and..., Unix, Tomcat, EAI, Integration
Education
University of South Carolina-Columbia 1991 — 1993
Master, Engineering
University of Mumbai 1986 — 1990
Bachelors in Engineering, Electrical Engineering
Putnam Investments September 2002 - Present
Computer Sciences Corporation 1994 - 2002
CVS/Caremark 1993 - 1996
Logica 1993 - 1994
Skills
Enterprise Architecture..., J2EE Application..., Oracle Identity Manager, Oracle Access Manager, Middleware, Application Integration..., Application Architecture, IT Strategy, Unix/Linux/Solaris, Oracle, Agile Methodologies, Software Project..., JBoss Application Server, Weblogic Administration, Messaging, Redhat HornetQ (JMS), Sun Message Queue (JMS), Java, Web Services (SOAP,..., Systems Management and..., Unix, Tomcat, EAI, Integration
Education
University of South Carolina-Columbia 1991 — 1993
Master, Engineering
University of Mumbai 1986 — 1990
Bachelors in Engineering, Electrical Engineering
Luke Antolini, CFA, CAIA's Putnam Investments Experience January 2002 - September 2004
Job VP, Head of Research Technology at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company July 2010 - Present
SCS Financial, LLC March 2006 - July 2010
GMO September 2004 - March 2006
Putnam Investments January 2002 - September 2004
Education
University of Massachusetts, Amherst 1997 — 2001
BBA, Finance and Economics
CAIA Association
CFA Institute
Loomis, Sayles & Company July 2010 - Present
SCS Financial, LLC March 2006 - July 2010
GMO September 2004 - March 2006
Putnam Investments January 2002 - September 2004
Education
University of Massachusetts, Amherst 1997 — 2001
BBA, Finance and Economics
CAIA Association
CFA Institute
Jenn Caron's Putnam Investments Experience November 1997 - June 1998
Job Sr. Benefits Specialist at Liberty Mutual Group
Industry Insurance
Experience
Liberty Mutual Group January 2000 - Present
Garber Travel June 1998 - December 1999
Putnam Investments November 1997 - June 1998
Skills
Employee Benefits, Deferred Compensation, Benefits Administration, Insurance, Health Insurance, HRIS, Life Insurance
Education
University of Massachusetts at Amherst 1992 — 1996
Bachelor of Science (B.S.), Communication Disorders Sciences and Services
University of Massachusetts, Amherst 1992 — 1996
Liberty Mutual Group January 2000 - Present
Garber Travel June 1998 - December 1999
Putnam Investments November 1997 - June 1998
Skills
Employee Benefits, Deferred Compensation, Benefits Administration, Insurance, Health Insurance, HRIS, Life Insurance
Education
University of Massachusetts at Amherst 1992 — 1996
Bachelor of Science (B.S.), Communication Disorders Sciences and Services
University of Massachusetts, Amherst 1992 — 1996
Richard Bodzy's Putnam Investments Experience June 2012 - Present
Job Equity Research Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2012 - Present
Putnam Investments January 2009 - May 2012
RiverSource Investments June 2008 - December 2008
Morningstar 2004 - 2006
Skills
Cross-functional Team..., Financial Modeling, Equity Research
Education
University of Virginia Darden School of Business 2006 — 2008
University of Michigan 1999 — 2003
Bachelors
Montgomery Bell Academy
Putnam Investments June 2012 - Present
Putnam Investments January 2009 - May 2012
RiverSource Investments June 2008 - December 2008
Morningstar 2004 - 2006
Skills
Cross-functional Team..., Financial Modeling, Equity Research
Education
University of Virginia Darden School of Business 2006 — 2008
University of Michigan 1999 — 2003
Bachelors
Montgomery Bell Academy
Corey Groves's Putnam Investments Experience 1999 - 2005
Job Client Manager at State Street
Industry Financial Services
Experience
State Street Bank 2008 - Present
Putnam Investments 1999 - 2005
Education
University of Miami - School of Business
State Street Bank 2008 - Present
Putnam Investments 1999 - 2005
Education
University of Miami - School of Business
Jason De Los Santos's Putnam Investments Experience
Job Securities Data Analyst at Putnam Investments
Industry Investment Management
Experience
Putnam Investments
Skills
Bloomberg, Fixed Income, Data Analysis, Mutual Funds, Equities, Microsoft Office, Hedge Funds
Education
University of Massachusetts, Amherst 1995 — 1999
Putnam Investments
Skills
Bloomberg, Fixed Income, Data Analysis, Mutual Funds, Equities, Microsoft Office, Hedge Funds
Education
University of Massachusetts, Amherst 1995 — 1999
Bruce Kirkland's Putnam Investments Experience April 2007 - Present
Job AVP Ecom/Information Delivery
Industry Investment Management
Experience
Putnam Investments April 2007 - Present
Putnam Investments January 2005 - March 2007
Putnam Investments January 2000 - December 2004
Skills
Call Center, Mutual Funds, Transfer Agency, Customer Relations, Testing, Problem Solving, Excel, Process Improvement, Microsoft Office, Forecasting, Access, Lotus Notes, Analysis, Word, PowerPoint, User Acceptance Testing, Quality Assurance, Vendor Management, Project Plans, Social Media, Risk Management, Workforce Management, Call Centers, Customer Service, Microsoft Excel, Financial Services, Microsoft Word
Education
University of Massachusetts, Amherst 1987 — 1991
BS, Education
Putnam Investments April 2007 - Present
Putnam Investments January 2005 - March 2007
Putnam Investments January 2000 - December 2004
Skills
Call Center, Mutual Funds, Transfer Agency, Customer Relations, Testing, Problem Solving, Excel, Process Improvement, Microsoft Office, Forecasting, Access, Lotus Notes, Analysis, Word, PowerPoint, User Acceptance Testing, Quality Assurance, Vendor Management, Project Plans, Social Media, Risk Management, Workforce Management, Call Centers, Customer Service, Microsoft Excel, Financial Services, Microsoft Word
Education
University of Massachusetts, Amherst 1987 — 1991
BS, Education
Steven Gendron's Putnam Investments Experience 1997 - 2002
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch OwnerLIghtStar Mortgage LLC2004 - 2007
Putnam Investments 1997 - 2002
Vitts 1999 - 2000
Education
University of Massachusetts, Amherst 1992 — 2006
BA, Legal Studies
University of Massachusetts, Amherst 1992 — 1997
Merrill Lynch OwnerLIghtStar Mortgage LLC2004 - 2007
Putnam Investments 1997 - 2002
Vitts 1999 - 2000
Education
University of Massachusetts, Amherst 1992 — 2006
BA, Legal Studies
University of Massachusetts, Amherst 1992 — 1997
Sara Tasker's Putnam Investments Experience May 1996 - February 2004
Job Trainer at Citizens Bank
Industry Education Management
Experience
Citizens Bank September 2012 - Present
kaplan July 2004 - September 2012
Putnam Investments May 1996 - February 2004
Skills
Test Preparation, Tutoring, Sat, Curriculum Development, Curriculum Design, Classroom, Teaching, Educational Leadership, Adult Education, Lesson Planning, Educational Technology, Teacher Training
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Arts (B.A.), History
Citizens Bank September 2012 - Present
kaplan July 2004 - September 2012
Putnam Investments May 1996 - February 2004
Skills
Test Preparation, Tutoring, Sat, Curriculum Development, Curriculum Design, Classroom, Teaching, Educational Leadership, Adult Education, Lesson Planning, Educational Technology, Teacher Training
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Arts (B.A.), History
Michael Hanus, CFA's Putnam Investments Experience November 2000 - November 2002
Job Founder and Portfolio Manager at North Peak Asset Management
Industry Investment Management
Experience
North Peak Asset Management January 2012 - Present
Wellington Management February 2008 - January 2012
Pyramis Global Advisors January 2006 - February 2008
Absolute Investment Advisers / Alternative Asset Mgmt November 2002 - December 2005
Putnam Investments November 2000 - November 2002
A.T. Kearney May 1998 - November 2000
CSC Index 1994 - 1998
Skills
Asset Managment, Investment Management, Portfolio Management, Alternative Investments, Investment Strategies, Hedge Funds, Equities, Investments, Mutual Funds, Financial Services, Strategy, Hedging, Commodity, Asset Allocation, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA
University of Richmond - Robins School of Business 1982 — 1986
B.S.B.A., Finance
North Peak Asset Management January 2012 - Present
Wellington Management February 2008 - January 2012
Pyramis Global Advisors January 2006 - February 2008
Absolute Investment Advisers / Alternative Asset Mgmt November 2002 - December 2005
Putnam Investments November 2000 - November 2002
A.T. Kearney May 1998 - November 2000
CSC Index 1994 - 1998
Skills
Asset Managment, Investment Management, Portfolio Management, Alternative Investments, Investment Strategies, Hedge Funds, Equities, Investments, Mutual Funds, Financial Services, Strategy, Hedging, Commodity, Asset Allocation, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA
University of Richmond - Robins School of Business 1982 — 1986
B.S.B.A., Finance
Michael Maguire, CFP®'s Putnam Investments Experience 2002 - 2003
Job Northeast Regional Director at Ashmore
Industry Financial Services
Experience
Ashmore April 2012 - Present
Eaton Vance 2003 - April 2012
Putnam Investments 2002 - 2003
UBS 1999 - 2002
Skills
Emerging Markets, Finance, Equities, Financial Services, Portfolio Management, Capital Markets, Strategy, Sales, Private Equity, Bloomberg, Bonds, Alternative Investments, Mutual Funds, Series 7, Asset Management, Asset Allocation
Education
Boston University Center for Professional Education 2005 — 2006
Financial Planning
University of Massachusetts, Amherst 1995 — 1999
Bachelors, History
Ashmore April 2012 - Present
Eaton Vance 2003 - April 2012
Putnam Investments 2002 - 2003
UBS 1999 - 2002
Skills
Emerging Markets, Finance, Equities, Financial Services, Portfolio Management, Capital Markets, Strategy, Sales, Private Equity, Bloomberg, Bonds, Alternative Investments, Mutual Funds, Series 7, Asset Management, Asset Allocation
Education
Boston University Center for Professional Education 2005 — 2006
Financial Planning
University of Massachusetts, Amherst 1995 — 1999
Bachelors, History
Hilary (Wilkins) Tyson's Putnam Investments Experience 1994 - 2004
Job Senior Director, Internal Control at Mercer US Outsourcing
Industry Financial Services
Experience
Mercer US Outsourcing March 2012 - Present
Mercer August 2005 - March 2012
Putnam Investments 1994 - 2004
State Street Bank 1992 - 1994
Skills
Defined Benefit, Pensions, Internal Controls, Retirement, Audit, 401k, Employee Benefits, Benefits Administration, Risk Management, Outsourcing, Business Process..., Defined Contribution, Internal Audit, Financial Services, ERISA, Leadership, Management
Education
University of Massachusetts, Amherst
BA, Psychology
Mercer US Outsourcing March 2012 - Present
Mercer August 2005 - March 2012
Putnam Investments 1994 - 2004
State Street Bank 1992 - 1994
Skills
Defined Benefit, Pensions, Internal Controls, Retirement, Audit, 401k, Employee Benefits, Benefits Administration, Risk Management, Outsourcing, Business Process..., Defined Contribution, Internal Audit, Financial Services, ERISA, Leadership, Management
Education
University of Massachusetts, Amherst
BA, Psychology
Daniel Feeley's Putnam Investments Experience 1994 - 2000
Job Vice President, Data Quality State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors March 2012 - Present
State Street Global Advisors August 2010 - March 2012
DST Global Solutions 2005 - 2010
BISYS 2000 - 2005
Putnam Investments 1994 - 2000
Skills
Business Analysis, Requirements Analysis, SDLC, Requirements Gathering, Project Management, Integration, Financial Services, Software Project..., Asset Management, Vendor Management, Risk Management, Equities, Process Improvement, Management, Portfolio Management
Education
University of Massachusetts, Amherst 1987 — 1992
State Street Global Advisors March 2012 - Present
State Street Global Advisors August 2010 - March 2012
DST Global Solutions 2005 - 2010
BISYS 2000 - 2005
Putnam Investments 1994 - 2000
Skills
Business Analysis, Requirements Analysis, SDLC, Requirements Gathering, Project Management, Integration, Financial Services, Software Project..., Asset Management, Vendor Management, Risk Management, Equities, Process Improvement, Management, Portfolio Management
Education
University of Massachusetts, Amherst 1987 — 1992
James Downie's Putnam Investments Experience 1998 - 2004
Job General Manager MonkeySports, Inc.
Industry Sports
Experience
MonkeySports, Inc. April 2012 - Present
Pure Hockey April 2011 - 2012
Breakaway Hockey August 2003 - April 2011
Putnam Investments 1998 - 2004
Skills
401k, Series 63, Mutual Funds, Microsoft Excel, Customer Service, Defined Benefit, Series 6, Outlook, PowerPoint, Microsoft Office, Investments, Microsoft Word, Financial Services, Retirement, Lotus Notes, Access
Education
University of Massachusetts, Amherst 1995 — 1998
Bachelor's degree, Sports Management
MonkeySports, Inc. April 2012 - Present
Pure Hockey April 2011 - 2012
Breakaway Hockey August 2003 - April 2011
Putnam Investments 1998 - 2004
Skills
401k, Series 63, Mutual Funds, Microsoft Excel, Customer Service, Defined Benefit, Series 6, Outlook, PowerPoint, Microsoft Office, Investments, Microsoft Word, Financial Services, Retirement, Lotus Notes, Access
Education
University of Massachusetts, Amherst 1995 — 1998
Bachelor's degree, Sports Management
Courtney Kloster's Putnam Investments Experience September 1999 - October 2000
Job Executive Assistant
Industry Executive Office
Experience
Mark Ross & Co. EA to President, CEO, GMPowderhouse Productions2008 - 2010
Advent Software 2000 - 2005
Putnam Investments September 1999 - October 2000
Education
University of Massachusetts, Amherst 1994 — 1999
Avon High School 1990 — 1994
Cardinal Spellman High School
Mark Ross & Co. EA to President, CEO, GMPowderhouse Productions2008 - 2010
Advent Software 2000 - 2005
Putnam Investments September 1999 - October 2000
Education
University of Massachusetts, Amherst 1994 — 1999
Avon High School 1990 — 1994
Cardinal Spellman High School
Mike Sigda's Putnam Investments Experience 2000 - 2004
Job Project Team Manager at Bank of America
Industry Investment Management
Experience
Bank of America Project ManagerBank of America/Columbia Management2004 - Present
Columbia Management 2004 - Present
Putnam Investments 2000 - 2004
Education
University of Massachusetts, Amherst 1988 — 1992
Bank of America Project ManagerBank of America/Columbia Management2004 - Present
Columbia Management 2004 - Present
Putnam Investments 2000 - 2004
Education
University of Massachusetts, Amherst 1988 — 1992
Ryan Cottreau's Putnam Investments Experience January 2000 - Present
Job Fixed Income Trading Assistant at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2000 - Present
Tweeter May 1995 - January 2007
Home Quarters Warehouse 1994 - 1995
Skills
Excel, Microsoft Excel, Investments, Financial Analysis, Financial Modeling, Risk Management, Finance, Financial Reporting, Business Analysis, Accounting, Data Analysis, Forecasting, Customer Service, Microsoft Office
Education
University of Massachusetts, Amherst 1995 — 1999
BA, Economics
Putnam Investments January 2000 - Present
Tweeter May 1995 - January 2007
Home Quarters Warehouse 1994 - 1995
Skills
Excel, Microsoft Excel, Investments, Financial Analysis, Financial Modeling, Risk Management, Finance, Financial Reporting, Business Analysis, Accounting, Data Analysis, Forecasting, Customer Service, Microsoft Office
Education
University of Massachusetts, Amherst 1995 — 1999
BA, Economics
Chris Watt's Putnam Investments Experience 1998 - 2000
Job Vice President, Finance at Tetraphase Pharmaceuticals
Industry Biotechnology
Experience
Tetraphase Pharmaceuticals July 2015 - Present
Biogen June 2011 - July 2015
Biogen July 2009 - June 2011
Biogen June 2006 - July 2009
Biogen November 2004 - June 2006
InterSystems 2000 - 2004
Putnam Investments 1998 - 2000
Procter & Gamble 1993 - 1998
Shawmut National Corporation 1987 - 1991
Education
Colby College
BA, Economics & German
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
Tetraphase Pharmaceuticals July 2015 - Present
Biogen June 2011 - July 2015
Biogen July 2009 - June 2011
Biogen June 2006 - July 2009
Biogen November 2004 - June 2006
InterSystems 2000 - 2004
Putnam Investments 1998 - 2000
Procter & Gamble 1993 - 1998
Shawmut National Corporation 1987 - 1991
Education
Colby College
BA, Economics & German
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
Kelly Cornwell's Putnam Investments Experience 1997 - 2000
Job Retirement Plan Consultant at Third Party Administrators
Industry Financial Services
Experience
Third Party Administrators September 2006 - Present
Baldwin & Clarke Retirement Services June 2004 - September 2006
Northeast Planning Services 2002 - 2004
Scudder Investments 2000 - 2002
Putnam Investments 1997 - 2000
Skills
401k, Retirement, Defined Contribution, Pensions, Defined Benefit, Retirement Planning, Investment Advisory, Qualified Retirement...
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelors, Communications
Third Party Administrators September 2006 - Present
Baldwin & Clarke Retirement Services June 2004 - September 2006
Northeast Planning Services 2002 - 2004
Scudder Investments 2000 - 2002
Putnam Investments 1997 - 2000
Skills
401k, Retirement, Defined Contribution, Pensions, Defined Benefit, Retirement Planning, Investment Advisory, Qualified Retirement...
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelors, Communications
Adam Clough's Putnam Investments Experience 1997 - 1999
Job General Manager
Industry Computer Software
Experience
SunGard December 2008 - Present
SunGard November 2007 - December 2008
Dataware Solutions November 2004 - March 2006
Sycamore Networks 2000 - 2001
Network Strategy Partners, LLC 1999 - 2000
network strategy partners 1998 - 2000
Putnam Investments 1997 - 1999
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1993 — 1997
University of New Hampshire 1990 — 1997
SunGard December 2008 - Present
SunGard November 2007 - December 2008
Dataware Solutions November 2004 - March 2006
Sycamore Networks 2000 - 2001
Network Strategy Partners, LLC 1999 - 2000
network strategy partners 1998 - 2000
Putnam Investments 1997 - 1999
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1993 — 1997
University of New Hampshire 1990 — 1997
John Lovett's Putnam Investments Experience January 1998 - December 2000
Job Principal Systems Service & Support Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments April 2003 - Present
Fidelity Investments December 2000 - April 2003
Putnam Investments January 1998 - December 2000
Skills
Endevor, NDM, SDSF, ISPF, IBM Utilities, IBM Mainframe, JCL, MVS, COBOL, Requirements Gathering, User Acceptance Testing, FTP, Business Analysis, SQL, Access, Requirements Analysis, IDMS, XML, Data Analysis, Testing, Data Management, Servers, Internet Explorer, Disaster Recovery, HTML, Outlook, Quality Assurance, Customer Relations, Process Improvement, Integration, Excel, Problem Solving, Network Security, Change Management, VSAM, Axway Synchrony Gateway..., Microsoft Excel
Education
University of Massachusetts, Amherst 1988 — 1993
Pure Mathematics
Fidelity Investments April 2003 - Present
Fidelity Investments December 2000 - April 2003
Putnam Investments January 1998 - December 2000
Skills
Endevor, NDM, SDSF, ISPF, IBM Utilities, IBM Mainframe, JCL, MVS, COBOL, Requirements Gathering, User Acceptance Testing, FTP, Business Analysis, SQL, Access, Requirements Analysis, IDMS, XML, Data Analysis, Testing, Data Management, Servers, Internet Explorer, Disaster Recovery, HTML, Outlook, Quality Assurance, Customer Relations, Process Improvement, Integration, Excel, Problem Solving, Network Security, Change Management, VSAM, Axway Synchrony Gateway..., Microsoft Excel
Education
University of Massachusetts, Amherst 1988 — 1993
Pure Mathematics
Judy Minsk's Putnam Investments Experience September 2001 - Present
Job Senior Manager, Investment Strategies
Industry Investment Management
Experience
Putnam Investments September 2001 - Present
Putnam Investments January 1997 - September 2001
Putnam Investments July 1995 - December 1996
Putnam Investments June 1994 - July 1995
Putnam Investments November 1993 - June 1994
Skills
Marketing, Relationship Management, Mutual Funds, Separately Managed..., Series 7, 529 Plans, Series 24, Series 63, Series 51, Building Relationships, Morningstar Direct, Alternative Investments, ETFs, Series 6
Education
University of Massachusetts, Amherst 1988 — 1992
Communications
Putnam Investments September 2001 - Present
Putnam Investments January 1997 - September 2001
Putnam Investments July 1995 - December 1996
Putnam Investments June 1994 - July 1995
Putnam Investments November 1993 - June 1994
Skills
Marketing, Relationship Management, Mutual Funds, Separately Managed..., Series 7, 529 Plans, Series 24, Series 63, Series 51, Building Relationships, Morningstar Direct, Alternative Investments, ETFs, Series 6
Education
University of Massachusetts, Amherst 1988 — 1992
Communications
Gabe Walle's Putnam Investments Experience January 1998 - July 2001
Job Research Analyst at ALM Media, LLC
Industry Financial Services
Experience
ALM Media, LLC January 2015 - Present
Kennedy Information, LLC (acquired) January 2013 - December 2014
Citizens Financial Group, Inc. September 2007 - April 2012
Kenneth D. Anderson Company, Inc. August 2002 - November 2006
Putnam Investments January 1998 - July 2001
United States Marine Corps December 1987 - December 1991
Education
University of New Hampshire 1995 — 1997
Bachelor of Arts (BA, Cum Laude), Political Science and Government
University of New Hampshire 1993 — 1995
Associate of Arts (AA, Cum Laude), General Studies
ALM Media, LLC January 2015 - Present
Kennedy Information, LLC (acquired) January 2013 - December 2014
Citizens Financial Group, Inc. September 2007 - April 2012
Kenneth D. Anderson Company, Inc. August 2002 - November 2006
Putnam Investments January 1998 - July 2001
United States Marine Corps December 1987 - December 1991
Education
University of New Hampshire 1995 — 1997
Bachelor of Arts (BA, Cum Laude), Political Science and Government
University of New Hampshire 1993 — 1995
Associate of Arts (AA, Cum Laude), General Studies
Christopher Choy's Putnam Investments Experience May 2008 - March 2010
Job Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Putnam Investments May 2008 - March 2010
Fidelity Investments November 2006 - May 2008
MEDITECH November 2004 - November 2006
Education
University of Massachusetts, Amherst
Putnam Investments May 2008 - March 2010
Fidelity Investments November 2006 - May 2008
MEDITECH November 2004 - November 2006
Education
University of Massachusetts, Amherst
Michele Brennan, CMP's Putnam Investments Experience 1999 - Present
Job Conference Planning & Travel at Putnam Investments
Industry Financial Services
Experience
Putnam Investments 1999 - Present
Four Seasons Hotel Boston 1991 - 1999
Skills
Asset Management, Contract Negotiations, Budget Management, Series 7, Series 63, Financial Services, Banquets, Hotels, Strategic Planning, Meeting Planning, Contract Negotiation, Budgets, Management, Customer Satisfaction, Sales, Event Planning, Relationship Management
Education
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Science (BS), Hotel, Restaurant and Travel Administration
Putnam Investments 1999 - Present
Four Seasons Hotel Boston 1991 - 1999
Skills
Asset Management, Contract Negotiations, Budget Management, Series 7, Series 63, Financial Services, Banquets, Hotels, Strategic Planning, Meeting Planning, Contract Negotiation, Budgets, Management, Customer Satisfaction, Sales, Event Planning, Relationship Management
Education
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Science (BS), Hotel, Restaurant and Travel Administration
Adrienne (Brandley) Bentz's Putnam Investments Experience 1992 - 2005
Job Director, Human Resources Business Partner at Ascensus Inc. College Savings Division
Industry Human Resources
Experience
Ascensus Inc. - College Savings Division December 2013 - Present
Old Mutual Asset Management November 2010 - January 2013
Pope John Paul II Catholic Academy 2010 - 2010
Fiserv Output Solutions September 2005 - November 2009
Putnam Investments 1992 - 2005
Skills
Succession Planning, Organizational..., HRIS, Organizational..., Applicant Tracking..., Organizational Design, Human Resources, Recruiting, Financial Services, PeopleSoft, Career Development, Process Improvement, Mergers, New Hire Orientations, Employee Relations, Performance Management, Talent Management, Employee Engagement
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Science, School of Public Health
Bishop Feehan High School 1984 — 1988
Ascensus Inc. - College Savings Division December 2013 - Present
Old Mutual Asset Management November 2010 - January 2013
Pope John Paul II Catholic Academy 2010 - 2010
Fiserv Output Solutions September 2005 - November 2009
Putnam Investments 1992 - 2005
Skills
Succession Planning, Organizational..., HRIS, Organizational..., Applicant Tracking..., Organizational Design, Human Resources, Recruiting, Financial Services, PeopleSoft, Career Development, Process Improvement, Mergers, New Hire Orientations, Employee Relations, Performance Management, Talent Management, Employee Engagement
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Science, School of Public Health
Bishop Feehan High School 1984 — 1988
Hugh Mullin's Putnam Investments Experience 1986 - 2006
Job Senior Portfolio Manager at Columbia Management
Industry Investment Management
Experience
Columbia Management July 2013 - Present
CLSA December 2009 - June 2013
Putnam Investments 1986 - 2006
Putnam Investments, Boston, MA 1986 - 2006
Skills
Portfolio Management, Equities, Hedge Funds, Equity Research, Capital Markets, Asset Management, Investments, Valuation, Fixed Income, Bloomberg, Alternative Investments, Financial Modeling, Investment Banking, Private Equity, Emerging Markets
Education
University of Massachusetts, Amherst 1981 — 1985
Bachelors, Business Administration
Columbia Management July 2013 - Present
CLSA December 2009 - June 2013
Putnam Investments 1986 - 2006
Putnam Investments, Boston, MA 1986 - 2006
Skills
Portfolio Management, Equities, Hedge Funds, Equity Research, Capital Markets, Asset Management, Investments, Valuation, Fixed Income, Bloomberg, Alternative Investments, Financial Modeling, Investment Banking, Private Equity, Emerging Markets
Education
University of Massachusetts, Amherst 1981 — 1985
Bachelors, Business Administration
Alison Lieberman Cornfeldt's Putnam Investments Experience June 2001 - Present
Job Conference Planning
Industry Investment Management
Experience
Putnam Investments June 2001 - Present
Education
University of Massachusetts, Amherst 1990 — 1994
Sociology
Putnam Investments June 2001 - Present
Education
University of Massachusetts, Amherst 1990 — 1994
Sociology
Ray Rosch's Putnam Investments Experience December 2000 - December 2001
Job Information Services Professional
Industry Information Services
Experience
Fidelity Investments December 2003 - June 2007
Putnam Investments December 2000 - December 2001
Digital Equipment 1983 - 2000
Education
Western New England University 1974 — 1975
MBA, Finance
University of Massachusetts, Amherst 1968 — 1970
BBA - FIN, Accounting, CompSci, CompLit
Fidelity Investments December 2003 - June 2007
Putnam Investments December 2000 - December 2001
Digital Equipment 1983 - 2000
Education
Western New England University 1974 — 1975
MBA, Finance
University of Massachusetts, Amherst 1968 — 1970
BBA - FIN, Accounting, CompSci, CompLit
Nicholas Manning's Putnam Investments Experience February 2012 - June 2013
Job Business Analyst, Global Oursourcing at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2015 - Present
Sun Life Financial June 2013 - July 2015
Putnam Investments February 2012 - June 2013
Putnam Investments January 2008 - February 2012
State Street Bank February 2006 - January 2008
Skills
Derivatives, Fixed Income, Portfolio Management, Bloomberg Terminal, Investments, Securities, Valuation, Finance, Trading, Mutual Funds, Equities, Financial Analysis, FX Options, Banking, Corporate Actions, Bloomberg, Middle Office, Financial Services, Back Office, Settlement, Analysis
Education
University of Massachusetts, Amherst
BA, Finance
University of Massachusetts, Amherst
Isenberg School of management MBA program, Finance, General
BNY Mellon July 2015 - Present
Sun Life Financial June 2013 - July 2015
Putnam Investments February 2012 - June 2013
Putnam Investments January 2008 - February 2012
State Street Bank February 2006 - January 2008
Skills
Derivatives, Fixed Income, Portfolio Management, Bloomberg Terminal, Investments, Securities, Valuation, Finance, Trading, Mutual Funds, Equities, Financial Analysis, FX Options, Banking, Corporate Actions, Bloomberg, Middle Office, Financial Services, Back Office, Settlement, Analysis
Education
University of Massachusetts, Amherst
BA, Finance
University of Massachusetts, Amherst
Isenberg School of management MBA program, Finance, General
Therese (Tracy) Malcolm's Putnam Investments Experience December 2004 - November 2005
Job Asset Management Analyst at Marsh & McLennan
Industry Financial Services
Experience
Marsh & McLennan Companies May 2008 - Present
Marsh & McLennan Companies May 2007 - May 2008
Putnam Investments December 2004 - November 2005
Putnam Investments 2001 - 2005
Putnam Investments 1999 - 2001
Putnam Investments 1998 - 1999
Putnam Investments 1997 - 1998
Putnam Investments February 1997 - June 1997
Skills
Business Analysis, Financial Modeling, Process Improvement, Financial Reporting, Risk Management, Vendor Management, Strategic Financial..., Budgets, Change Management, Leadership, Financial Analysis
Education
University of Massachusetts, Amherst
Bachelor of Sceince
Marsh & McLennan Companies May 2008 - Present
Marsh & McLennan Companies May 2007 - May 2008
Putnam Investments December 2004 - November 2005
Putnam Investments 2001 - 2005
Putnam Investments 1999 - 2001
Putnam Investments 1998 - 1999
Putnam Investments 1997 - 1998
Putnam Investments February 1997 - June 1997
Skills
Business Analysis, Financial Modeling, Process Improvement, Financial Reporting, Risk Management, Vendor Management, Strategic Financial..., Budgets, Change Management, Leadership, Financial Analysis
Education
University of Massachusetts, Amherst
Bachelor of Sceince
Ed Spillert's Putnam Investments Experience 1992 - 1994
Job Lead Technical Trainer at Bottomline Technologies
Industry Computer Software
Experience
HealthEdge April 2015 - Present
Bottomline Technologies October 2011 - January 2015
OneShield, Inc October 2010 - August 2011
Pearson Education April 2003 - May 2010
Putnam Investments 1992 - 1994
Wang Laboratories 1988 - 1990
Skills
XML, Hibernate, E-Learning, Ant, JavaScript, Java Enterprise Edition, Eclipse, Oracle, Subversion, Java, JSP, Web Applications, SQL, Scrum, Struts, CVS, JIRA, Enterprise Software, Training
Education
University of Massachusetts, Amherst
HealthEdge April 2015 - Present
Bottomline Technologies October 2011 - January 2015
OneShield, Inc October 2010 - August 2011
Pearson Education April 2003 - May 2010
Putnam Investments 1992 - 1994
Wang Laboratories 1988 - 1990
Skills
XML, Hibernate, E-Learning, Ant, JavaScript, Java Enterprise Edition, Eclipse, Oracle, Subversion, Java, JSP, Web Applications, SQL, Scrum, Struts, CVS, JIRA, Enterprise Software, Training
Education
University of Massachusetts, Amherst
Barry R. Allen's Putnam Investments Experience January 1998 - December 1999
Job Investment Professional, Investor, Business Manager
Industry Investment Management
Experience
Peace of Mind Home Care Services, LLC January 2011 - July 2014
Scottsdale Energy December 2008 - March 2012
State Street Global Advisors July 2005 - December 2008
Columbia Management 2000 - 2005
Putnam Investments January 1998 - December 1999
Harbor Capital Management Company, Inc May 1995 - December 1997
Harbor Capital Mgt. January 1991 - May 1995
MassMutual January 1983 - December 1990
Skills
Investment Advisory, Mergers & Acquisitions, Trading, Wealth Management, Corporate Finance, Investment Banking, Venture Capital, Emerging Markets, Finance, Series 63, Financial Services, Financial Markets, Risk Management, Corporate Development, Securities, Series 7, Investment Management, Investment Strategies, Fixed Income, Equity Valuation, Investments, Equities
Education
Columbia University Graduate School of Business 1980 — 1982
MBA, Business Administration - Investment Finance
University of Massachusetts, Amherst 1969 — 1980
BA, Economics, Business
Peace of Mind Home Care Services, LLC January 2011 - July 2014
Scottsdale Energy December 2008 - March 2012
State Street Global Advisors July 2005 - December 2008
Columbia Management 2000 - 2005
Putnam Investments January 1998 - December 1999
Harbor Capital Management Company, Inc May 1995 - December 1997
Harbor Capital Mgt. January 1991 - May 1995
MassMutual January 1983 - December 1990
Skills
Investment Advisory, Mergers & Acquisitions, Trading, Wealth Management, Corporate Finance, Investment Banking, Venture Capital, Emerging Markets, Finance, Series 63, Financial Services, Financial Markets, Risk Management, Corporate Development, Securities, Series 7, Investment Management, Investment Strategies, Fixed Income, Equity Valuation, Investments, Equities
Education
Columbia University Graduate School of Business 1980 — 1982
MBA, Business Administration - Investment Finance
University of Massachusetts, Amherst 1969 — 1980
BA, Economics, Business
Margaret Leipsitz's Putnam Investments Experience November 1993 - December 2008
Job Senior Consultant, Faciltator of the Youth Violence Prevention Funders Learning Collaborative at Root Cause
Industry Philanthropy
Experience
Root Cause April 2013 - Present
ML Consulting January 2012 - April 2013
BELL (Building Educated Leaders for Life) March 2010 - December 2011
Putnam Investments November 1993 - December 2008
The Boston Foundation January 1992 - January 1993
The John F. Kennedy Library Foundation January 1985 - January 1992
The Boston Children's Museum September 1983 - September 1985
Education
University of Michigan 1978 — 1982
BA
Oak Park High School 1975 — 1978
Root Cause April 2013 - Present
ML Consulting January 2012 - April 2013
BELL (Building Educated Leaders for Life) March 2010 - December 2011
Putnam Investments November 1993 - December 2008
The Boston Foundation January 1992 - January 1993
The John F. Kennedy Library Foundation January 1985 - January 1992
The Boston Children's Museum September 1983 - September 1985
Education
University of Michigan 1978 — 1982
BA
Oak Park High School 1975 — 1978
Genna Spear's Putnam Investments Experience 1985 - 2000
Job ERISA Consultant at New York Life
Industry Financial Services
Experience
New York Life May 2011 - Present
Putnam Investments 1985 - 2000
Education
University of Massachusetts, Amherst
B.A., History
New York Life May 2011 - Present
Putnam Investments 1985 - 2000
Education
University of Massachusetts, Amherst
B.A., History
Jennifer Wyman's Putnam Investments Experience 1993 - 1994
Job Center Sales Manager at The Crexent Business Centers
Industry Hospitality
Experience
NFIB March 2012 - Present
The Crexent Business Centers July 2009 - February 2012
BOCA POINTE CC REAL ESTATE DIRECT May 2007 - May 2009
Club Med January 1999 - January 2002
GRAND BAHAMA VACATIONS / PRINCESS HOTELS January 1998 - January 1999
SURF & SUN TOURS January 1997 - January 1998
TAKE A BREAK STUDENT TRAVEL January 1994 - January 1997
Putnam Investments 1993 - 1994
Skills
Revenue Analysis
Education
University of Massachusetts, Amherst 1989 — 1993
BA, Communications
University of Massachusetts, Amherst
B.A, Communications
NFIB March 2012 - Present
The Crexent Business Centers July 2009 - February 2012
BOCA POINTE CC REAL ESTATE DIRECT May 2007 - May 2009
Club Med January 1999 - January 2002
GRAND BAHAMA VACATIONS / PRINCESS HOTELS January 1998 - January 1999
SURF & SUN TOURS January 1997 - January 1998
TAKE A BREAK STUDENT TRAVEL January 1994 - January 1997
Putnam Investments 1993 - 1994
Skills
Revenue Analysis
Education
University of Massachusetts, Amherst 1989 — 1993
BA, Communications
University of Massachusetts, Amherst
B.A, Communications
Beth Segers's Putnam Investments Experience 1997 - 2009
Job Partner at Empirical Research
Industry Financial Services
Experience
Empirical Research May 2009 - Present
Putnam Investments 1997 - 2009
Fidelity Investments 1992 - 1997
Bank of New England 1983 - 1991
Skills
Competitive Analysis, Behavioral Finance, Mutual Funds, Industrial Sector, Financial Services, Finance, Alternative Investments, Retirement, Management, Asset Allocation, Market Research, Asset Managment, Investment Management, Hedge Funds, Equities, Asset Management
Education
University of Massachusetts, Amherst 1977 — 1981
B.A., Economics, English
Empirical Research May 2009 - Present
Putnam Investments 1997 - 2009
Fidelity Investments 1992 - 1997
Bank of New England 1983 - 1991
Skills
Competitive Analysis, Behavioral Finance, Mutual Funds, Industrial Sector, Financial Services, Finance, Alternative Investments, Retirement, Management, Asset Allocation, Market Research, Asset Managment, Investment Management, Hedge Funds, Equities, Asset Management
Education
University of Massachusetts, Amherst 1977 — 1981
B.A., Economics, English
Heather Mahan's Putnam Investments Experience 1998 - 2001
Job Manager, Retirement Plans Consulting Group at Portfolio Evaluations, Inc.
Industry Financial Services
Experience
Portfolio Evaluations, Inc. April 2011 - Present
Retirement Alliance, Inc. March 2010 - April 2011
Mahan Consulting April 2008 - March 2010
Charles Schwab December 2000 - March 2008
Putnam Investments 1998 - 2001
Skills
Investments
Education
University of New Hampshire 1989 — 1993
BS, Communication Disorders
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1993
BS, Communication Disorders
Portfolio Evaluations, Inc. April 2011 - Present
Retirement Alliance, Inc. March 2010 - April 2011
Mahan Consulting April 2008 - March 2010
Charles Schwab December 2000 - March 2008
Putnam Investments 1998 - 2001
Skills
Investments
Education
University of New Hampshire 1989 — 1993
BS, Communication Disorders
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1993
BS, Communication Disorders
Jessica Bush's Putnam Investments Experience October 2002 - February 2006
Job Senior Research Analyst at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group March 2014 - Present
Principal Financial Group July 2006 - March 2014
Putnam Investments October 2002 - February 2006
Banc One Capital Markets March 2001 - June 2002
Education
University of Michigan 1993 — 1997
BBA, Marketing and Accounting
Dover Sherborn High School 1989 — 1993
Principal Financial Group March 2014 - Present
Principal Financial Group July 2006 - March 2014
Putnam Investments October 2002 - February 2006
Banc One Capital Markets March 2001 - June 2002
Education
University of Michigan 1993 — 1997
BBA, Marketing and Accounting
Dover Sherborn High School 1989 — 1993
Alexi Lammi's Putnam Investments Experience August 2011 - Present
Job Investment Services Professional
Industry Financial Services
Experience
Putnam Investments August 2011 - Present
State Street Bank July 2008 - February 2009
State Street Bank August 2004 - July 2008
State Street Bank January 2001 - August 2004
Skills
Equities, Fund Accounting, Investments, Financial Analysis, Securities, Mutual Funds, Bloomberg, Fixed Income, Risk Management, Process Improvement, Accounting, Business Analysis, Financial Reporting, Valuation, Project Management, Leadership, Credit, PowerPoint, Microsoft Excel, Internal Controls, Global Custody, Financial Services
Education
University of Massachusetts, Amherst 1994 — 1999
Bachelor, Economics and Political Science
Putnam Investments August 2011 - Present
State Street Bank July 2008 - February 2009
State Street Bank August 2004 - July 2008
State Street Bank January 2001 - August 2004
Skills
Equities, Fund Accounting, Investments, Financial Analysis, Securities, Mutual Funds, Bloomberg, Fixed Income, Risk Management, Process Improvement, Accounting, Business Analysis, Financial Reporting, Valuation, Project Management, Leadership, Credit, PowerPoint, Microsoft Excel, Internal Controls, Global Custody, Financial Services
Education
University of Massachusetts, Amherst 1994 — 1999
Bachelor, Economics and Political Science
Shashi Puttaswamy , PMP's Putnam Investments Experience October 2001 - January 2002
Job Consultant at Frontier Commuincation
Industry Telecommunications
Experience
Frontier Communications October 2009 - Present
AT&T Mobility June 2001 - October 2009
Putnam Investments October 2001 - January 2002
Skills
SQL, SDLC, Requirements Analysis, Software Project..., Telecommunications, Unix, Business Analysis, DB2, Integration, Agile Methodologies, Oracle, Program Management, Software Development, Software Documentation, Solution Architecture, Testing, Vendor Management
Education
University of Mysore 1990 — 1994
Bachelor of Engineering, Electronics & Communications
Frontier Communications October 2009 - Present
AT&T Mobility June 2001 - October 2009
Putnam Investments October 2001 - January 2002
Skills
SQL, SDLC, Requirements Analysis, Software Project..., Telecommunications, Unix, Business Analysis, DB2, Integration, Agile Methodologies, Oracle, Program Management, Software Development, Software Documentation, Solution Architecture, Testing, Vendor Management
Education
University of Mysore 1990 — 1994
Bachelor of Engineering, Electronics & Communications
Derek Bourne's Putnam Investments Experience August 1996 - October 2009
Job Ecommerce Investment Specialist, Merrill Edge
Industry Financial Services
Experience
Merrill Lynch December 2013 - Present
Pershing November 2010 - November 2013
Putnam Investments August 1996 - October 2009
Skills
Operations Management, Customer Service, Equities, Financial Services, Account Reconciliation, Training, Process Improvement, Team Building, Management, Call Center, Call Centers, Finance, Strategic Planning, Financial Analysis, Change Management, Microsoft Office, Insurance, Microsoft Excel, Microsoft Word, Project Management, Vendor Management, Business Analysis, Mutual Funds, Banking, Access, Securities, Risk Management, Series 7, Series 63, Relationship Management, Investments
Education
Bay State College 1994 — 1996
Associate, Business Admin
University of Massachusetts, Amherst
Merrill Lynch December 2013 - Present
Pershing November 2010 - November 2013
Putnam Investments August 1996 - October 2009
Skills
Operations Management, Customer Service, Equities, Financial Services, Account Reconciliation, Training, Process Improvement, Team Building, Management, Call Center, Call Centers, Finance, Strategic Planning, Financial Analysis, Change Management, Microsoft Office, Insurance, Microsoft Excel, Microsoft Word, Project Management, Vendor Management, Business Analysis, Mutual Funds, Banking, Access, Securities, Risk Management, Series 7, Series 63, Relationship Management, Investments
Education
Bay State College 1994 — 1996
Associate, Business Admin
University of Massachusetts, Amherst
Cathy Powers's Putnam Investments Experience May 2008 - April 2010
Job Senior Training Specialist at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services April 2010 - April 2015
Putnam Investments May 2008 - April 2010
Putnam Investments January 2007 - May 2008
Putnam Investments June 2006 - January 2007
Skills
Training, Management, Project Management, Workforce Management, E-Learning, Staff Development, Retirement, Call Centers, Financial Services, Mutual Funds, 401k, Vendor Management
Education
University of Massachusetts, Amherst 1982 — 1986
Bachelors, Elementary Education
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services April 2010 - April 2015
Putnam Investments May 2008 - April 2010
Putnam Investments January 2007 - May 2008
Putnam Investments June 2006 - January 2007
Skills
Training, Management, Project Management, Workforce Management, E-Learning, Staff Development, Retirement, Call Centers, Financial Services, Mutual Funds, 401k, Vendor Management
Education
University of Massachusetts, Amherst 1982 — 1986
Bachelors, Elementary Education
Ian Gugger's Putnam Investments Experience November 2006 - April 2008
Job Analyst at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon April 2008 - Present
Putnam Investments November 2006 - April 2008
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelors, Sociology/ Criminal Justice/ German Studies
University of Massachusetts, Amherst 2002 — 2006
Bank of New York Mellon April 2008 - Present
Putnam Investments November 2006 - April 2008
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelors, Sociology/ Criminal Justice/ German Studies
University of Massachusetts, Amherst 2002 — 2006
Mark Schug's Putnam Investments Experience March 1992 - June 2007
Job Vice President, RIA Regional Director at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments June 2014 - Present
Natixis Global Asset Management January 2013 - August 2013
Natixis Global Asset Management January 2010 - December 2012
Natixis Global Asset Management June 2007 - December 2011
Putnam Investments March 1992 - June 2007
Skills
Alternative Investments, Mutual Funds, Series 63, Investments, Series 7, Asset Management, ETFs, Equities, Fixed Income, Retirement, Financial Advisory, Asset Allocation, Fixed Annuities, Portfolio Management, Investment Strategies
Education
University of Massachusetts, Amherst 1987 — 1991
BA, Philosophy and Legal Studies
Boston College High School 1983 — 1987
Franklin Templeton Investments June 2014 - Present
Natixis Global Asset Management January 2013 - August 2013
Natixis Global Asset Management January 2010 - December 2012
Natixis Global Asset Management June 2007 - December 2011
Putnam Investments March 1992 - June 2007
Skills
Alternative Investments, Mutual Funds, Series 63, Investments, Series 7, Asset Management, ETFs, Equities, Fixed Income, Retirement, Financial Advisory, Asset Allocation, Fixed Annuities, Portfolio Management, Investment Strategies
Education
University of Massachusetts, Amherst 1987 — 1991
BA, Philosophy and Legal Studies
Boston College High School 1983 — 1987
Erika Amaro's Putnam Investments Experience September 2012 - Present
Job Plan Services Account Coorinator at Empower Retirement
Industry Investment Management
Experience
Empower Retirement October 2014 - Present
Putnam Investments September 2012 - Present
Mass Mutual June 2010 - August 2012
University of Massachusetts October 2009 - May 2012
Skills
Customer Service, PowerPoint, Microsoft Office, Economics, Microsoft Word, Management, Quality Assurance
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor's degree, Economics
Lawrence High School 2002 — 2006
Empower Retirement October 2014 - Present
Putnam Investments September 2012 - Present
Mass Mutual June 2010 - August 2012
University of Massachusetts October 2009 - May 2012
Skills
Customer Service, PowerPoint, Microsoft Office, Economics, Microsoft Word, Management, Quality Assurance
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor's degree, Economics
Lawrence High School 2002 — 2006
Carlyn Powers; Real Estate Broker's Putnam Investments Experience September 1998 - June 2005
Job Real Estate Agent at Realty Executives Tri County
Industry Real Estate
Experience
Realty Executives April 2015 - Present
Keller Williams Realty, Inc. May 2011 - April 2015
Fidelity Investments June 2005 - June 2009
Putnam Investments September 1998 - June 2005
Skills
First Time Home Buyers, Real Estate, Foreclosures, Short Sales, Sellers, Customer Service, Investment Properties, Residential Homes, New Home Sales, Condos, Buyer Representation
Education
University of Massachusetts, Amherst 1992 — 1996
bachelor of business administration, Marketing
Realty Executives April 2015 - Present
Keller Williams Realty, Inc. May 2011 - April 2015
Fidelity Investments June 2005 - June 2009
Putnam Investments September 1998 - June 2005
Skills
First Time Home Buyers, Real Estate, Foreclosures, Short Sales, Sellers, Customer Service, Investment Properties, Residential Homes, New Home Sales, Condos, Buyer Representation
Education
University of Massachusetts, Amherst 1992 — 1996
bachelor of business administration, Marketing
Steven Rutter's Putnam Investments Experience 2010 - 2012
Job Vice President, Service Desk Manager
Industry Financial Services
Experience
Citizens Financial Group, Inc. October 2012 - Present
Putnam Investments 2010 - 2012
Putnam Investments February 2007 - October 2010
Putnam Investments March 2004 - February 2007
Putnam Investments March 2000 - February 2004
Putnam Investments 1997 - 2000
Putnam Investments 1993 - 1997
Skills
Project Management, Team Management, Windows 7, Business Continuity, Presentation Development, Offshore Management, Apple iOS, Apple Macintosh, Sales Support, International Management, Financial Planning, iOS, Management, Strategic Financial..., Mac, Technical Support, Troubleshooting, Vendor Management, Sales Operations, Lotus Notes, Networking, Software Documentation, Business Analysis, Information Technology, Disaster Recovery, Active Directory, IT Operations
Education
University of Massachusetts, Amherst
BA, Political Science and Government
Citizens Financial Group, Inc. October 2012 - Present
Putnam Investments 2010 - 2012
Putnam Investments February 2007 - October 2010
Putnam Investments March 2004 - February 2007
Putnam Investments March 2000 - February 2004
Putnam Investments 1997 - 2000
Putnam Investments 1993 - 1997
Skills
Project Management, Team Management, Windows 7, Business Continuity, Presentation Development, Offshore Management, Apple iOS, Apple Macintosh, Sales Support, International Management, Financial Planning, iOS, Management, Strategic Financial..., Mac, Technical Support, Troubleshooting, Vendor Management, Sales Operations, Lotus Notes, Networking, Software Documentation, Business Analysis, Information Technology, Disaster Recovery, Active Directory, IT Operations
Education
University of Massachusetts, Amherst
BA, Political Science and Government
Shannon Harrington's Putnam Investments Experience September 1994 - May 2001
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
TS Capital, LLC October 2011 - July 2014
Symetra Financial January 2009 - January 2011
Lincoln Financial Distributors January 2007 - January 2009
AIG SunAmerica May 2004 - February 2007
U.S. Bancorp Private Asset Management May 2002 - May 2004
A.G. Edwards & Sons, Inc. May 2001 - May 2002
Putnam Investments September 1994 - May 2001
Skills
Mutual Funds, Pensions, Annuities, Wholesaling, 401k, Fixed Annuities, Retirement Planning, Investments, Variable Annuities, Unit Investment Trusts, Asset Allocation, Separately Managed..., Portfolio Management, Financial Advisory, Wholesale, Series 63, ETFs
Education
University of Massachusetts, Amherst 1986 — 1988
Masters, Music
University of North Carolina School of the Arts 1982 — 1986
Bachelors, Music
TIAA-CREF July 2014 - Present
TS Capital, LLC October 2011 - July 2014
Symetra Financial January 2009 - January 2011
Lincoln Financial Distributors January 2007 - January 2009
AIG SunAmerica May 2004 - February 2007
U.S. Bancorp Private Asset Management May 2002 - May 2004
A.G. Edwards & Sons, Inc. May 2001 - May 2002
Putnam Investments September 1994 - May 2001
Skills
Mutual Funds, Pensions, Annuities, Wholesaling, 401k, Fixed Annuities, Retirement Planning, Investments, Variable Annuities, Unit Investment Trusts, Asset Allocation, Separately Managed..., Portfolio Management, Financial Advisory, Wholesale, Series 63, ETFs
Education
University of Massachusetts, Amherst 1986 — 1988
Masters, Music
University of North Carolina School of the Arts 1982 — 1986
Bachelors, Music
PJ McGinty's Putnam Investments Experience 1997 - 2000
Job Vice President/Regional Coordinator at Prudential Investments
Industry Financial Services
Experience
Prudential Investments April 2008 - Present
Dreyfus May 2005 - April 2008
Nationwide Insurance April 2004 - April 2005
Federated Investors January 2001 - March 2004
Putnam Investments 1997 - 2000
Skills
Asset Allocation, Series 63, Series 7, Asset Management, Mutual Funds, Alternative Investments, Investments, 401k, Equities, Financial Services, Fixed Income, Securities, Wealth Management
Education
Holyoke High School
University of Massachusetts, Amherst
Prudential Investments April 2008 - Present
Dreyfus May 2005 - April 2008
Nationwide Insurance April 2004 - April 2005
Federated Investors January 2001 - March 2004
Putnam Investments 1997 - 2000
Skills
Asset Allocation, Series 63, Series 7, Asset Management, Mutual Funds, Alternative Investments, Investments, 401k, Equities, Financial Services, Fixed Income, Securities, Wealth Management
Education
Holyoke High School
University of Massachusetts, Amherst
Winnie Kuo's Putnam Investments Experience June 2007 - August 2007
Job Process Engineer at Chevron
Industry Oil & Energy
Experience
Chevron July 2009 - Present
Dow Corning June 2008 - August 2008
Putnam Investments June 2007 - August 2007
Education
University of Michigan 2006 — 2009
Bachelor's degree, Chemical Engineering
Chevron July 2009 - Present
Dow Corning June 2008 - August 2008
Putnam Investments June 2007 - August 2007
Education
University of Michigan 2006 — 2009
Bachelor's degree, Chemical Engineering
Steve Kirson's Putnam Investments Experience September 1996 - February 2002
Job Senior Equity Research Analyst at Schroder Investment Management, N.A.
Industry Financial Services
Experience
Schroder Investment Management, N.A November 2005 - Present
Astral Securities Research, LLC January 2003 - November 2005
Putnam Investments September 1996 - February 2002
Putnam Investments November 1991 - September 1996
Putnam Investments August 1989 - November 1991
Equitable Bank, N.A. January 1986 - August 1987
Equitable Bank, N.A. January 1984 - January 1986
N/A January 1983 - January 1984
Education
The Wharton School 1987 — 1989
Master of Business Administration (M.B.A.), Finance
University of Miami 1979 — 1983
Bachelor's Degree, Business Administration; Finance
Schroder Investment Management, N.A November 2005 - Present
Astral Securities Research, LLC January 2003 - November 2005
Putnam Investments September 1996 - February 2002
Putnam Investments November 1991 - September 1996
Putnam Investments August 1989 - November 1991
Equitable Bank, N.A. January 1986 - August 1987
Equitable Bank, N.A. January 1984 - January 1986
N/A January 1983 - January 1984
Education
The Wharton School 1987 — 1989
Master of Business Administration (M.B.A.), Finance
University of Miami 1979 — 1983
Bachelor's Degree, Business Administration; Finance