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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Rene Dumont Rene Dumont's Putnam Investments Experience August 2010 - March 2011
Job Application Sales Manager Business Intelligence & Analytics at Oracle
Industry Information Technology and Services
Elizabeth Pinzon Elizabeth Pinzon's Putnam Investments Experience July 2000 - March 2001
Job Sales Specialist at RevChain Solutions
Industry Computer Software
Experience
RevChain Solutions (Formerly, FTS, Inc.) January 2011 - Present
FTS, Inc. (Formerly Viziqor Solutions) December 2005 - December 2010
Viziqor Solutions (Formerly Daleen Technologies, Inc.) May 2004 - November 2005
Daleen Technologies, Inc. August 2003 - May 2004
State Street Corporation March 2001 - June 2003
Putnam Investments July 2000 - March 2001
Putnam Investments June 1999 - July 2000
Putnam Investments December 1997 - June 1999
Skills
CRM, Telecommunications, Software Project..., Pre-sales, Billing Systems, Product Demonstration, Business Analysis, User Acceptance Testing, RFI, Databases, Software Development, Oracle, Troubleshooting, Team Leadership, Agile Methodologies, Quality Assurance, VoIP, Contract Negotiation, Social Skills, Email Marketing, Social Media Marketing, Business Development, Client Liaison, Technical Product...
Education
Miami Dade College
Associate's Degree, Translation/Interpretation Studies
University of Phoenix
BSBM, Business Management
RevChain Solutions (Formerly, FTS, Inc.) January 2011 - Present
FTS, Inc. (Formerly Viziqor Solutions) December 2005 - December 2010
Viziqor Solutions (Formerly Daleen Technologies, Inc.) May 2004 - November 2005
Daleen Technologies, Inc. August 2003 - May 2004
State Street Corporation March 2001 - June 2003
Putnam Investments July 2000 - March 2001
Putnam Investments June 1999 - July 2000
Putnam Investments December 1997 - June 1999
Skills
CRM, Telecommunications, Software Project..., Pre-sales, Billing Systems, Product Demonstration, Business Analysis, User Acceptance Testing, RFI, Databases, Software Development, Oracle, Troubleshooting, Team Leadership, Agile Methodologies, Quality Assurance, VoIP, Contract Negotiation, Social Skills, Email Marketing, Social Media Marketing, Business Development, Client Liaison, Technical Product...
Education
Miami Dade College
Associate's Degree, Translation/Interpretation Studies
University of Phoenix
BSBM, Business Management
Steven Krichmar Steven Krichmar's Putnam Investments Experience 2001 - Present
Job Chief of Operations at Putnam Investments
Industry Financial Services
Experience
Putnam Investments 2001 - Present
PwC 1981 - 2001
Education
University of North Carolina at Chapel Hill 1976 — 1980
Bachelor of Science (BS), Business Administration, Accounting
Putnam Investments 2001 - Present
PwC 1981 - 2001
Education
University of North Carolina at Chapel Hill 1976 — 1980
Bachelor of Science (BS), Business Administration, Accounting
Ken Carey Ken Carey's Putnam Investments Experience 1996 - 1999
Job Financial Industry Professional
Industry Financial Services
Experience
Boston Financial Data Services September 2008 - Present
Boston Financial Data Services 2008 - August 2013
Boston Financial Data Services 2004 - 2008
Boston Financial Data Services 2002 - 2004
Boston Financial Data Services 1999 - 2002
Putnam Investments 1996 - 1999
Skills
Management, Microsoft Office, Microsoft Excel, Employee Training, Multi Tasking, Client Liaison, Resourceful..., Highly detail oriented, Analytical Skills, Collaborative Problem...
Education
University of Phoenix
Business Management, Credits Earned - 47
Boston Financial Data Services September 2008 - Present
Boston Financial Data Services 2008 - August 2013
Boston Financial Data Services 2004 - 2008
Boston Financial Data Services 2002 - 2004
Boston Financial Data Services 1999 - 2002
Putnam Investments 1996 - 1999
Skills
Management, Microsoft Office, Microsoft Excel, Employee Training, Multi Tasking, Client Liaison, Resourceful..., Highly detail oriented, Analytical Skills, Collaborative Problem...
Education
University of Phoenix
Business Management, Credits Earned - 47
J. Matthew Strauchon's Putnam Investments Experience 1997 - 2002
Job Manager, Sales Engineering at InMoment
Industry Information Technology and Services
Experience
InMoment May 2014 - Present
Vovici a Verint Company March 2010 - May 2014
Vovici Corporation February 2006 - March 2010
Unified Federal Credit Union 2004 - 2006
Putnam Investments 1997 - 2002
Skills
SaaS, Sales Process, Salesforce.com, Enterprise Software, Sales, Management, CRM, Solution Selling, Professional Services, Analytics, Cloud Computing, Selling, Customer Experience, Strategic Partnerships, Sales Enablement, Business Development, Product Management, Market Research, Enterprise Feedback..., New Business Development, Competitive Analysis, Go-to-market Strategy, Demand Generation, Project Management, Sales Engineering
Education
University of New Hampshire - Whittemore School of Business and Economics 1995 — 1996
Economics
InMoment May 2014 - Present
Vovici a Verint Company March 2010 - May 2014
Vovici Corporation February 2006 - March 2010
Unified Federal Credit Union 2004 - 2006
Putnam Investments 1997 - 2002
Skills
SaaS, Sales Process, Salesforce.com, Enterprise Software, Sales, Management, CRM, Solution Selling, Professional Services, Analytics, Cloud Computing, Selling, Customer Experience, Strategic Partnerships, Sales Enablement, Business Development, Product Management, Market Research, Enterprise Feedback..., New Business Development, Competitive Analysis, Go-to-market Strategy, Demand Generation, Project Management, Sales Engineering
Education
University of New Hampshire - Whittemore School of Business and Economics 1995 — 1996
Economics
Neal Reiner's Putnam Investments Experience 2001 - 2006
Job Alternatives Business Development
Industry Investment Management
Experience
PIMCO 2012 - Present
Gottex Fund Management 2006 - 2012
Putnam Investments 2001 - 2006
Skills
Hedge Funds, Alternative Investments, Fixed Income, Asset Management, Portfolio Management, Derivatives, Asset Allocation, Private Equity, Capital Markets
Education
Wharton Business School
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign
Bachelor of Arts, Certified Public Accountant, Accounting and Finance, High Honors
PIMCO 2012 - Present
Gottex Fund Management 2006 - 2012
Putnam Investments 2001 - 2006
Skills
Hedge Funds, Alternative Investments, Fixed Income, Asset Management, Portfolio Management, Derivatives, Asset Allocation, Private Equity, Capital Markets
Education
Wharton Business School
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign
Bachelor of Arts, Certified Public Accountant, Accounting and Finance, High Honors
Michael Hough Michael Hough's Putnam Investments Experience September 2014 - Present
Job Compensation at Putnam Investments
Industry Hospital & Health Care
Experience
Putnam Investments September 2014 - Present
Forrester Research December 2012 - September 2014
Health Dialog August 2011 - November 2012
Best Buddies International December 2007 - July 2011
Aerotek Professional Services March 2007 - September 2007
Skills
Competitive Analysis, Compensation & Benefit, Report Writing, Analysis, Analytics, Benchmarking, Total Rewards, Process Improvement, HRIS, Multi-state Payroll..., Human Resources, Talent Acquisition, Microsoft Excel, Project Management, Guideline Development, Business Continuity, Training, Non-profit..., Cross-cultural..., Benefits Administration, Event Planning, Interviews
Education
University of New Hampshire 2002 — 2006
BA, Communication
University of New Hampshire 2002 — 2004
AAS, Business Management
Putnam Investments September 2014 - Present
Forrester Research December 2012 - September 2014
Health Dialog August 2011 - November 2012
Best Buddies International December 2007 - July 2011
Aerotek Professional Services March 2007 - September 2007
Skills
Competitive Analysis, Compensation & Benefit, Report Writing, Analysis, Analytics, Benchmarking, Total Rewards, Process Improvement, HRIS, Multi-state Payroll..., Human Resources, Talent Acquisition, Microsoft Excel, Project Management, Guideline Development, Business Continuity, Training, Non-profit..., Cross-cultural..., Benefits Administration, Event Planning, Interviews
Education
University of New Hampshire 2002 — 2006
BA, Communication
University of New Hampshire 2002 — 2004
AAS, Business Management
Wayne J. Taylor Wayne J. Taylor's Putnam Investments Experience 2011 - 2015
Job Principal at Taylor Communications, LLC
Industry Financial Services
Experience
Taylor Communications, LLC January 2012 - Present
Putnam Investments 2011 - 2015
Putnam Investments 2011 - 2015
Eaton Vance October 2009 - November 2011
Fidelity Investments 1995 - 2009
Bank of Boston 1978 - 1990
Liberty Mutual Insurance Company 1976 - 1978
Skills
Speech Writing, Ghostwriting, Executive Communications, Public Relations, Mutual Funds, Writing, Marketing Communications, Securities, Capital Markets, Web Content, Corporate Communications, Communication Training, Journalism, Media Relations, Investor Relations, Press Releases, Blogging, Internal Communications, Editing, Newsletters, Strategic Communications, Editorial, Crisis Communications
Education
University of New Hampshire 1966 — 1974
B.A., English Literature / Journalism / Philosophy
Taylor Communications, LLC January 2012 - Present
Putnam Investments 2011 - 2015
Putnam Investments 2011 - 2015
Eaton Vance October 2009 - November 2011
Fidelity Investments 1995 - 2009
Bank of Boston 1978 - 1990
Liberty Mutual Insurance Company 1976 - 1978
Skills
Speech Writing, Ghostwriting, Executive Communications, Public Relations, Mutual Funds, Writing, Marketing Communications, Securities, Capital Markets, Web Content, Corporate Communications, Communication Training, Journalism, Media Relations, Investor Relations, Press Releases, Blogging, Internal Communications, Editing, Newsletters, Strategic Communications, Editorial, Crisis Communications
Education
University of New Hampshire 1966 — 1974
B.A., English Literature / Journalism / Philosophy
John Nickodemus's Putnam Investments Experience May 2007 - Present
Job National Sales Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments May 2007 - Present
Putnam Investments 1988 - 2007
Education
University of Notre Dame 1983 — 1987
Bachelor of Business Administration (B.B.A.), Finance
Putnam Investments May 2007 - Present
Putnam Investments 1988 - 2007
Education
University of Notre Dame 1983 — 1987
Bachelor of Business Administration (B.B.A.), Finance
Nicole Spinosa Nicole Spinosa's Putnam Investments Experience May 2015 - Present
Job Search Marketing Associate at Putnam Investments
Industry Financial Services
Experience
Putnam Investments May 2015 - Present
Putnam Investments September 2013 - Present
Attunity June 2011 - August 2013
College Promo March 2012 - December 2012
Bedford Children's Center June 2008 - August 2012
Skills
Microsoft Office, Social Media, PowerPoint, Marketing, Market Research, Marketing Engineering, Management, Customer Service, Time Management
Education
University of New Hampshire 2009 — 2013
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Business Administration, option in Marketing and Management
Putnam Investments May 2015 - Present
Putnam Investments September 2013 - Present
Attunity June 2011 - August 2013
College Promo March 2012 - December 2012
Bedford Children's Center June 2008 - August 2012
Skills
Microsoft Office, Social Media, PowerPoint, Marketing, Market Research, Marketing Engineering, Management, Customer Service, Time Management
Education
University of New Hampshire 2009 — 2013
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Business Administration, option in Marketing and Management
Kalee Willard Kalee Willard's Putnam Investments Experience 1999 - 2009
Job Associate Risk Analyst at Sprague Energy
Industry Financial Services
Experience
Sprague Energy September 2014 - Present
Prime, Buchholz & Associates August 2009 - August 2014
Putnam Investments 1999 - 2009
Skills
Asset Management, Asset Allocation, Bloomberg, Mutual Funds, Equities, Hedge Funds, Alternative Investments, Fixed Income, Investments
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1998
BS, Business Administration
Sprague Energy September 2014 - Present
Prime, Buchholz & Associates August 2009 - August 2014
Putnam Investments 1999 - 2009
Skills
Asset Management, Asset Allocation, Bloomberg, Mutual Funds, Equities, Hedge Funds, Alternative Investments, Fixed Income, Investments
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1998
BS, Business Administration
Thomas Mannix Thomas Mannix's Putnam Investments Experience 1993 - November 1997
Job Sales Professional
Industry Financial Services
Experience
Mannix Technical Sales, Inc. 2009 - January 2014
PPM Media January 2006 - November 2008
Gartner February 2002 - January 2006
eRoom Technology 2000 - 2001
Standish Ayer & Wood December 1997 - January 2000
Putnam Investments 1993 - November 1997
Skills
Lead Generation, SaaS, Strategic Partnerships, Salesforce.com, Solution Selling, Public Speaking, New Business Development, Management, Sales, Business Development, Marketing Strategy, Strategy, Sales Management, Marketing Communications, Direct Sales, Account Management, Selling, Sales Process, Contract Negotiation, B2B, Sales Operations, CRM, Negotiation
Education
University of New Hampshire 1981 — 1985
BA
Belmont Hill School 1976 — 1981
Mannix Technical Sales, Inc. 2009 - January 2014
PPM Media January 2006 - November 2008
Gartner February 2002 - January 2006
eRoom Technology 2000 - 2001
Standish Ayer & Wood December 1997 - January 2000
Putnam Investments 1993 - November 1997
Skills
Lead Generation, SaaS, Strategic Partnerships, Salesforce.com, Solution Selling, Public Speaking, New Business Development, Management, Sales, Business Development, Marketing Strategy, Strategy, Sales Management, Marketing Communications, Direct Sales, Account Management, Selling, Sales Process, Contract Negotiation, B2B, Sales Operations, CRM, Negotiation
Education
University of New Hampshire 1981 — 1985
BA
Belmont Hill School 1976 — 1981
Spencer Kurn Spencer Kurn's Putnam Investments Experience July 2008 - June 2011
Job Partner at New Street Research
Industry Financial Services
Experience
New Street Research October 2012 - Present
Credit Suisse July 2011 - October 2012
Putnam Investments July 2008 - June 2011
Skills
Financial Modeling, Equity Research, Valuation, Bloomberg, Financial Analysis, Capital Markets, Due Diligence, Investments, Business Analysis, Equities, Quantitative Analytics, Economics, Fixed Income, Trading, Series 7, Mergers, Data Analysis
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts, Economics
Moses Brown School 2000 — 2004
New Street Research October 2012 - Present
Credit Suisse July 2011 - October 2012
Putnam Investments July 2008 - June 2011
Skills
Financial Modeling, Equity Research, Valuation, Bloomberg, Financial Analysis, Capital Markets, Due Diligence, Investments, Business Analysis, Equities, Quantitative Analytics, Economics, Fixed Income, Trading, Series 7, Mergers, Data Analysis
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts, Economics
Moses Brown School 2000 — 2004
Mark Paracer Mark Paracer's Putnam Investments Experience 1998 - 2000
Job Assistant Research Director, Retirement Plans at LIMRA
Industry Financial Services
Experience
LIMRA March 2015 - Present
LIMRA March 2012 - March 2015
ING April 2011 - March 2012
The Phoenix Companies 2006 - September 2009
Century Bank and Trust 2002 - 2006
North American Funds/American General August 2000 - November 2001
Putnam Investments 1998 - 2000
Skills
Fixed Annuities, Mutual Funds, Insurance, Retirement, Investments, Series 7, Series 63, Retirement Planning, Life Insurance, Strategic Financial..., Financial Services, Risk Management, Series 6, Wealth Management, Retirement Income, FINRA, 401k, Employee Benefits, Securities
Education
University of New Hampshire 1991 — 1995
BA, Economics
LIMRA March 2015 - Present
LIMRA March 2012 - March 2015
ING April 2011 - March 2012
The Phoenix Companies 2006 - September 2009
Century Bank and Trust 2002 - 2006
North American Funds/American General August 2000 - November 2001
Putnam Investments 1998 - 2000
Skills
Fixed Annuities, Mutual Funds, Insurance, Retirement, Investments, Series 7, Series 63, Retirement Planning, Life Insurance, Strategic Financial..., Financial Services, Risk Management, Series 6, Wealth Management, Retirement Income, FINRA, 401k, Employee Benefits, Securities
Education
University of New Hampshire 1991 — 1995
BA, Economics
Gregory Hyde Gregory Hyde's Putnam Investments Experience 1992 - 1996
Job kPurchase LLC, EVP & Principal
Industry Management Consulting
Experience
k-Purchase LLC July 2015 - Present
Calamos Investments October 2011 - November 2014
Regions Bank February 2008 - November 2010
ExpertPlan January 2007 - February 2008
AMVESCAP 1996 - 2006
Putnam Investments 1992 - 1996
MFS Investment Management May 1985 - June 1992
Kidder Peabody 1983 - 1986
Skills
Strategy, Series 7, Entrepreneurship, Financial Services, Start-ups, Creative Direction, Wealth Management, Competitive Analysis, Leadership, Strategic Planning, Business Development, Marketing, Mutual Funds, Enterprise Software, Business Strategy, Market Research, Alternative Investments, Management, Training, Mentoring, Team Building, Sales Operations, Investments, Asset Management, Sales, Separately Managed..., Coaching, Executive Management, Series 24, Portfolio Management, Asset Allocation, Series 6, Retirement, Series 63, Series 65, 401k, Investment Strategies, FINRA, Securities
Education
University of Phoenix 2000 — 2002
Master of Business Administration (M.B.A.), Marketing and Finance
k-Purchase LLC July 2015 - Present
Calamos Investments October 2011 - November 2014
Regions Bank February 2008 - November 2010
ExpertPlan January 2007 - February 2008
AMVESCAP 1996 - 2006
Putnam Investments 1992 - 1996
MFS Investment Management May 1985 - June 1992
Kidder Peabody 1983 - 1986
Skills
Strategy, Series 7, Entrepreneurship, Financial Services, Start-ups, Creative Direction, Wealth Management, Competitive Analysis, Leadership, Strategic Planning, Business Development, Marketing, Mutual Funds, Enterprise Software, Business Strategy, Market Research, Alternative Investments, Management, Training, Mentoring, Team Building, Sales Operations, Investments, Asset Management, Sales, Separately Managed..., Coaching, Executive Management, Series 24, Portfolio Management, Asset Allocation, Series 6, Retirement, Series 63, Series 65, 401k, Investment Strategies, FINRA, Securities
Education
University of Phoenix 2000 — 2002
Master of Business Administration (M.B.A.), Marketing and Finance
Ha Ngo's Putnam Investments Experience April 2014 - Present
Job Product Strategy and Development Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments April 2014 - Present
Putnam Investments August 2012 - Present
Allstate Insurance May 2011 - August 2011
Notre Dame Marketing Club 2010 - 2011
PGR Media May 2010 - July 2010
Banana Republic May 2008 - August 2009
Skills
Marketing, Internal Communications, Public Speaking, Research, Event Planning, Social Media, PowerPoint, Investments
Education
University of Notre Dame 2008 — 2012
Bachelor of Arts, Sociology, Psychology
Putnam Investments April 2014 - Present
Putnam Investments August 2012 - Present
Allstate Insurance May 2011 - August 2011
Notre Dame Marketing Club 2010 - 2011
PGR Media May 2010 - July 2010
Banana Republic May 2008 - August 2009
Skills
Marketing, Internal Communications, Public Speaking, Research, Event Planning, Social Media, PowerPoint, Investments
Education
University of Notre Dame 2008 — 2012
Bachelor of Arts, Sociology, Psychology
Elizabeth Hansen Elizabeth Hansen's Putnam Investments Experience August 2015 - Present
Job Equity Research Analyst at Putnam Investments
Industry Investment Management
Experience
Putnam Investments August 2015 - Present
Putnam Investments June 2014 - August 2014
Clarion Healthcare, LLC December 2012 - June 2013
Clarion Healthcare, LLC September 2010 - December 2012
Boston Biomedical Consultants June 2009 - August 2009
Skills
Business Development
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration with Majors in Finance and Healthcare Management
Williams College 2006 — 2010
B.A., Economics and Biology
The Latin School of Chicago
Putnam Investments August 2015 - Present
Putnam Investments June 2014 - August 2014
Clarion Healthcare, LLC December 2012 - June 2013
Clarion Healthcare, LLC September 2010 - December 2012
Boston Biomedical Consultants June 2009 - August 2009
Skills
Business Development
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration with Majors in Finance and Healthcare Management
Williams College 2006 — 2010
B.A., Economics and Biology
The Latin School of Chicago
Amy (Crandall) Kaser, CFP® Amy (Crandall) Kaser, CFP®'s Putnam Investments Experience 1995 - 1995
Job Boston Trust & Investment Management Company
Industry Investment Management
Experience
Boston Trust & Investment Management Company December 2011 - Present
Harvard Business School June 2011 - December 2011
New Generation Advisors December 2005 - December 2011
Loomis, Sayles & Company April 1999 - March 2004
MFS Investment Management December 1995 - April 1999
Putnam Investments 1995 - 1995
Skills
Financial Analysis, Financial Modeling, Valuation, Marketing Communications, People Skills, Investment Presentations, Investments, Risk Management, Investment Management, Equity Research, Bloomberg, Investment Strategies, Fixed Income, Portfolio Management, Asset Management, Equities
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
The College of William and Mary 1987 — 1991
Bachelor of Arts, Economics, Fine Arts
Dana Hall School 1983 — 1987
Boston Trust & Investment Management Company December 2011 - Present
Harvard Business School June 2011 - December 2011
New Generation Advisors December 2005 - December 2011
Loomis, Sayles & Company April 1999 - March 2004
MFS Investment Management December 1995 - April 1999
Putnam Investments 1995 - 1995
Skills
Financial Analysis, Financial Modeling, Valuation, Marketing Communications, People Skills, Investment Presentations, Investments, Risk Management, Investment Management, Equity Research, Bloomberg, Investment Strategies, Fixed Income, Portfolio Management, Asset Management, Equities
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
The College of William and Mary 1987 — 1991
Bachelor of Arts, Economics, Fine Arts
Dana Hall School 1983 — 1987
Do Young Ji Do Young Ji's Putnam Investments Experience November 1996 - December 1999
Job GE Energy Financial Services Risk (EFS)
Industry Financial Services
Experience
GE Capital EFS December 2014 - Present
RBS - Citizens Financial Group October 2012 - December 2014
RBS - Citizens Financial Group September 2011 - October 2012
RBS-Citizens Financial Group June 2008 - September 2011
RBS - Citizens Financial Group May 2006 - June 2008
Fidelity Investments & Brooks Pharmacy January 2005 - May 2006
Fleet Boston Financial Group December 1999 - June 2004
Putnam Investments November 1996 - December 1999
Spain Restaurant June 1989 - November 1996
Skills
Credit Risk, Financial Risk, Stress Testing, Loans, Portfolio Management, Risk Management
Education
Johnson & Wales University 2001 — 2004
MBA, Financial Management
University of Rhode Island 1991 — 1995
BA, Psychology & Theatre
GE Capital EFS December 2014 - Present
RBS - Citizens Financial Group October 2012 - December 2014
RBS - Citizens Financial Group September 2011 - October 2012
RBS-Citizens Financial Group June 2008 - September 2011
RBS - Citizens Financial Group May 2006 - June 2008
Fidelity Investments & Brooks Pharmacy January 2005 - May 2006
Fleet Boston Financial Group December 1999 - June 2004
Putnam Investments November 1996 - December 1999
Spain Restaurant June 1989 - November 1996
Skills
Credit Risk, Financial Risk, Stress Testing, Loans, Portfolio Management, Risk Management
Education
Johnson & Wales University 2001 — 2004
MBA, Financial Management
University of Rhode Island 1991 — 1995
BA, Psychology & Theatre
Christopher Bailey, ChFC Christopher Bailey, ChFC's Putnam Investments Experience 2001 - 2004
Job Executive Field Vice President, Eastern Region
Industry Financial Services
Experience
Mutual of America May 2015 - Present
Mutual of America February 2010 - May 2015
Mutual of America March 2005 - February 2010
Guardian Life Insurance 2004 - 2005
Putnam Investments 2001 - 2004
Skills
401k, Series 7, Investments, Retirement, Strategic Planning, Employee Benefits, Leadership, Nonprofits, Retirement Planning, Insurance, Mutual Funds, Series 63, Pensions, Fixed Annuities
Education
University of Rhode Island 1997 — 2001
Mutual of America May 2015 - Present
Mutual of America February 2010 - May 2015
Mutual of America March 2005 - February 2010
Guardian Life Insurance 2004 - 2005
Putnam Investments 2001 - 2004
Skills
401k, Series 7, Investments, Retirement, Strategic Planning, Employee Benefits, Leadership, Nonprofits, Retirement Planning, Insurance, Mutual Funds, Series 63, Pensions, Fixed Annuities
Education
University of Rhode Island 1997 — 2001
Jeff Boschen Jeff Boschen's Putnam Investments Experience 1993 - 2005
Job Vice President at Empower Retirement
Industry Financial Services
Experience
Empower Retirement September 2014 - Present
J.P. Morgan June 2013 - September 2014
Mercer Outsourcing 2005 - June 2013
Putnam Investments 1993 - 2005
Skills
Defined Benefit, Employee Benefits, Benefits Administration, Retirement, Pensions, 401k, Change Management, Deferred Compensation, ERISA, Executive Pay, HRIS, Outsourcing, Pension Administration, Vendor Management
Education
University of New Hampshire 1988 — 1992
Empower Retirement September 2014 - Present
J.P. Morgan June 2013 - September 2014
Mercer Outsourcing 2005 - June 2013
Putnam Investments 1993 - 2005
Skills
Defined Benefit, Employee Benefits, Benefits Administration, Retirement, Pensions, 401k, Change Management, Deferred Compensation, ERISA, Executive Pay, HRIS, Outsourcing, Pension Administration, Vendor Management
Education
University of New Hampshire 1988 — 1992
William Lavey, PMP's Putnam Investments Experience November 2004 - July 2006
Job Assistant Vice President of Provider Network Operations at Beacon Health Options
Industry Hospital & Health Care
Experience
Beacon Health Options July 2014 - Present
Beacon Health Strategies November 2012 - June 2014
Primax July 2006 - November 2012
Putnam Investments November 2004 - July 2006
Putnam Investments November 2001 - November 2004
Monster September 2000 - October 2001
Oxford Health Plans 1997 - 2000
Skills
Process Improvement, Leadership, Project Management, Cross-functional Team..., Risk Management, Strategic Planning, Operations Management, Budgets, Team Building, Vendor Management, Business Analysis, Customer Service, Business Strategy, Microsoft Office, Program Management, Forecasting, Call Centers, Management, Account Management, Team Leadership, Business Process..., Data Analysis, Performance Management
Education
University of New Hampshire
Bachelor of Science
Beacon Health Options July 2014 - Present
Beacon Health Strategies November 2012 - June 2014
Primax July 2006 - November 2012
Putnam Investments November 2004 - July 2006
Putnam Investments November 2001 - November 2004
Monster September 2000 - October 2001
Oxford Health Plans 1997 - 2000
Skills
Process Improvement, Leadership, Project Management, Cross-functional Team..., Risk Management, Strategic Planning, Operations Management, Budgets, Team Building, Vendor Management, Business Analysis, Customer Service, Business Strategy, Microsoft Office, Program Management, Forecasting, Call Centers, Management, Account Management, Team Leadership, Business Process..., Data Analysis, Performance Management
Education
University of New Hampshire
Bachelor of Science
Elizabeth Leighton Upton Elizabeth Leighton Upton's Putnam Investments Experience 2007 - May 2010
Job Graduate Student
Industry Primary/Secondary Education
Experience
Boston University September 2014 - Present
Dexter and Southfield Schools August 2011 - August 2014
Harvard Graduate School of Education May 2010 - October 2011
Putnam Investments 2007 - May 2010
Mercer Human Resource Consulting 2006 - 2007
Skills
Quantitative Analytics, Data Analysis, Stata, Statistics, R, SAS, Qualitative Research, Statistical Modeling, Policy Analysis, Economics, Public Policy, Analysis, Financial Modeling, Financial Analysis, Teaching, Matlab, Curriculum Design, Staff Development, Grant Writing, Market Research, Quantitative Research, SPSS, Program Management, Public Speaking, Higher Education, Research, Microsoft Office
Education
Harvard Graduate School of Education 2010 — 2011
Ed.M, Mathematics Education
University of New Hampshire 2004 — 2007
Bachelor of Science (BS), Mathematics and Statistics
Kearsarge High School
Boston University September 2014 - Present
Dexter and Southfield Schools August 2011 - August 2014
Harvard Graduate School of Education May 2010 - October 2011
Putnam Investments 2007 - May 2010
Mercer Human Resource Consulting 2006 - 2007
Skills
Quantitative Analytics, Data Analysis, Stata, Statistics, R, SAS, Qualitative Research, Statistical Modeling, Policy Analysis, Economics, Public Policy, Analysis, Financial Modeling, Financial Analysis, Teaching, Matlab, Curriculum Design, Staff Development, Grant Writing, Market Research, Quantitative Research, SPSS, Program Management, Public Speaking, Higher Education, Research, Microsoft Office
Education
Harvard Graduate School of Education 2010 — 2011
Ed.M, Mathematics Education
University of New Hampshire 2004 — 2007
Bachelor of Science (BS), Mathematics and Statistics
Kearsarge High School
Maria Veale Maria Veale's Putnam Investments Experience 1993 - 2001
Job CEO, CFO, educator, supplier, decorator, cleaner at Home
Industry Arts and Crafts
Experience
Home 2001 - Present
Putnam Investments 1993 - 2001
Education
University of New Hampshire 1989 — 1993
Home 2001 - Present
Putnam Investments 1993 - 2001
Education
University of New Hampshire 1989 — 1993
Randy Petralia Randy Petralia's Putnam Investments Experience 1998 - 2001
Job Executive Search Consultant at JJ Bergen & Associates,2122022962
Industry Staffing and Recruiting
Experience
JJ Bergen & Associates 2015 - Present
Experis 2014 - 2015
New Millennium Group 2004 - 2007
Deutsche Asset Management 2002 - 2002
Putnam Investments 1998 - 2001
PanAgora Asset Management 1996 - 1998
Lehman Brothers 1987 - 1998
Japan Society 1983 - 1987
Washington University in St. Louis 1981 - 1982
Skills
Executive Search
Education
Washington University in St. Louis
Doctor of Philosophy (Ph.D.), History
The Collegiate School
High School
University of Rochester
Bachelor's Degree, History, French Literature
JJ Bergen & Associates 2015 - Present
Experis 2014 - 2015
New Millennium Group 2004 - 2007
Deutsche Asset Management 2002 - 2002
Putnam Investments 1998 - 2001
PanAgora Asset Management 1996 - 1998
Lehman Brothers 1987 - 1998
Japan Society 1983 - 1987
Washington University in St. Louis 1981 - 1982
Skills
Executive Search
Education
Washington University in St. Louis
Doctor of Philosophy (Ph.D.), History
The Collegiate School
High School
University of Rochester
Bachelor's Degree, History, French Literature
Patrick Sloyan's Putnam Investments Experience October 2015 - Present
Job Regional Marketing Associate Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments October 2015 - Present
Putnam Investments June 2015 - October 2015
Atkins Investment Group July 2014 - May 2015
Eaton Vance May 2014 - August 2014
Atkins Investment Group September 2013 - June 2014
DHK Financial Advisors October 2013 - December 2013
Kronos June 2013 - August 2013
Skills
Microsoft Excel, Customer Service, Public Speaking, Blogging, PowerPoint, Microsoft Office, Teamwork, Team Leadership, Leadership, Microsoft Word, Access, Social Media, Facebook, Time Management, Analysis
Education
University of New Hampshire 2011 — 2015
Bachelor's Degree, Finance and Management, 3.63
Saint John's High School 2007 — 2011
Putnam Investments October 2015 - Present
Putnam Investments June 2015 - October 2015
Atkins Investment Group July 2014 - May 2015
Eaton Vance May 2014 - August 2014
Atkins Investment Group September 2013 - June 2014
DHK Financial Advisors October 2013 - December 2013
Kronos June 2013 - August 2013
Skills
Microsoft Excel, Customer Service, Public Speaking, Blogging, PowerPoint, Microsoft Office, Teamwork, Team Leadership, Leadership, Microsoft Word, Access, Social Media, Facebook, Time Management, Analysis
Education
University of New Hampshire 2011 — 2015
Bachelor's Degree, Finance and Management, 3.63
Saint John's High School 2007 — 2011
Stephanie Negrotti's Putnam Investments Experience July 2014 - Present
Job Compliance Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2014 - Present
Investors Capital July 2012 - July 2014
Enterprise Rent-A-Car May 2011 - August 2011
YMCA of the North Shore June 2006 - June 2009
Skills
Microsoft Excel, PowerPoint, Social Media, Microsoft Office, Microsoft Word, Series 7
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor of Science, Finance
Beverly High School 2004 — 2008
Putnam Investments July 2014 - Present
Investors Capital July 2012 - July 2014
Enterprise Rent-A-Car May 2011 - August 2011
YMCA of the North Shore June 2006 - June 2009
Skills
Microsoft Excel, PowerPoint, Social Media, Microsoft Office, Microsoft Word, Series 7
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor of Science, Finance
Beverly High School 2004 — 2008
Karen Frost's Putnam Investments Experience 1998 - 2001
Job Director of Finance and Administration at Boston Lyric Opera
Industry Nonprofit Organization Management
Experience
Boston Lyric Opera 2014 - Present
Independent 2013 - May 2014
Next Street Financial 2010 - 2012
Wellington Management 2006 - 2009
Citizens Bank / Royal Bank of Scotland 2004 - 2006
Putnam Investments 1998 - 2001
Morgan Stanley 1990 - 1998
Skills
Treasury, Risk Management, Corporate Development, Valuation, Audit & Internal..., Managerial Finance, Financial Statements, Private Equity, Management, Asset Management, Corporate Finance, Due Diligence, Hedge Funds, Investments, Finance, Financial Analysis, Analysis, Portfolio Management, Equities, Financial Reporting, Strategic Financial..., Capital Markets, Financial Modeling
Education
University of Pennsylvania - The Wharton School
MBA
Boston Lyric Opera 2014 - Present
Independent 2013 - May 2014
Next Street Financial 2010 - 2012
Wellington Management 2006 - 2009
Citizens Bank / Royal Bank of Scotland 2004 - 2006
Putnam Investments 1998 - 2001
Morgan Stanley 1990 - 1998
Skills
Treasury, Risk Management, Corporate Development, Valuation, Audit & Internal..., Managerial Finance, Financial Statements, Private Equity, Management, Asset Management, Corporate Finance, Due Diligence, Hedge Funds, Investments, Finance, Financial Analysis, Analysis, Portfolio Management, Equities, Financial Reporting, Strategic Financial..., Capital Markets, Financial Modeling
Education
University of Pennsylvania - The Wharton School
MBA
G. Edward Graves G. Edward Graves's Putnam Investments Experience December 1997 - June 2000
Job 17 year financial services professional
Industry Financial Services
Experience
Superfund USA, LLC July 2015 - Present
BNY Mellon May 2012 - November 2013
Sun Life Financial Distributors August 2004 - December 2011
Rydex Investments November 2002 - December 2003
State Street Research June 2000 - June 2002
Putnam Investments December 1997 - June 2000
Skills
Morningstar Advisor..., Morningstar Direct, Zephyr, Simplifying Complex..., Series 6, Series 63, Mutual Funds, Annuities, ETF's, Separate Accounts, Subadvisory, Tactical Asset..., Portfolio Construction, Competitive Analysis, Series 7, Portfolio Management, Investments, Fixed Annuities, Financial Advisory, ETFs, Asset Allocation, 401k, Capital Markets, Finance
Education
University of New Hampshire 1994 — 1997
Bachelor of Science, Microbiology
Superfund USA, LLC July 2015 - Present
BNY Mellon May 2012 - November 2013
Sun Life Financial Distributors August 2004 - December 2011
Rydex Investments November 2002 - December 2003
State Street Research June 2000 - June 2002
Putnam Investments December 1997 - June 2000
Skills
Morningstar Advisor..., Morningstar Direct, Zephyr, Simplifying Complex..., Series 6, Series 63, Mutual Funds, Annuities, ETF's, Separate Accounts, Subadvisory, Tactical Asset..., Portfolio Construction, Competitive Analysis, Series 7, Portfolio Management, Investments, Fixed Annuities, Financial Advisory, ETFs, Asset Allocation, 401k, Capital Markets, Finance
Education
University of New Hampshire 1994 — 1997
Bachelor of Science, Microbiology
Jim Halloran Jim Halloran's Putnam Investments Experience October 1994 - Present
Job Senior Regional Marketing Director, Massachusetts
Industry Financial Services
Experience
Putnam Investments October 1994 - Present
Putnam Investments October 1994 - November 1998
Putnam Investments April 1992 - October 1994
Education
University of New Haven 1988 — 1990
Business Administration
Putnam Investments October 1994 - Present
Putnam Investments October 1994 - November 1998
Putnam Investments April 1992 - October 1994
Education
University of New Haven 1988 — 1990
Business Administration
Michele van Rensburg Michele van Rensburg's Putnam Investments Experience 1999 - 2005
Job Senior Manager at Deloitte Consulting LLP
Industry Financial Services
Experience
Deloitte Consulting June 2006 - Present
Mercer 2005 - 2006
Putnam Investments 1999 - 2005
Education
University of Rochester 1995 — 1999
BA
University of Rochester - Simon Business School 1995 — 1999
Business Management Certificate
Deloitte Consulting June 2006 - Present
Mercer 2005 - 2006
Putnam Investments 1999 - 2005
Education
University of Rochester 1995 — 1999
BA
University of Rochester - Simon Business School 1995 — 1999
Business Management Certificate
Edward Longo Edward Longo's Putnam Investments Experience July 1996 - June 1999
Job Manager of Business Intelligence, Ropes & Gray
Industry Information Technology and Services
Experience
Ropes & Gray LLP July 2009 - Present
Longo Solutions, LLC January 2008 - July 2009
ING US Financial Services July 2003 - June 2007
Commonwealth Financial Network December 2000 - July 2003
Keane June 1999 - February 2000
Putnam Investments July 1996 - June 1999
Keane, Inc July 1989 - July 1996
Skills
Data Warehousing, Program Management, Business Intelligence, Project Management, CRM, Strategy, Business Process, Change Management, Strategic Partnerships, Analysis, Management, Leadership, Business Development, Consulting, Project Planning, Data Analysis, Management Consulting, Information Technology, SDLC, E-commerce, Business Analysis, Vendor Management
Education
University of Rhode Island - College of Business Administration 1986 — 1989
Bachelor of Science (B.S.), Management Information Systems
University of Rhode Island 1985 — 1989
B.S., Management Information Systems
Ropes & Gray LLP July 2009 - Present
Longo Solutions, LLC January 2008 - July 2009
ING US Financial Services July 2003 - June 2007
Commonwealth Financial Network December 2000 - July 2003
Keane June 1999 - February 2000
Putnam Investments July 1996 - June 1999
Keane, Inc July 1989 - July 1996
Skills
Data Warehousing, Program Management, Business Intelligence, Project Management, CRM, Strategy, Business Process, Change Management, Strategic Partnerships, Analysis, Management, Leadership, Business Development, Consulting, Project Planning, Data Analysis, Management Consulting, Information Technology, SDLC, E-commerce, Business Analysis, Vendor Management
Education
University of Rhode Island - College of Business Administration 1986 — 1989
Bachelor of Science (B.S.), Management Information Systems
University of Rhode Island 1985 — 1989
B.S., Management Information Systems
Jessica Flaherty Jessica Flaherty's Putnam Investments Experience August 2001 - July 2003
Job Advertising Sales Consultant
Industry Marketing and Advertising
Experience
Orange Barrel Media August 2011 - August 2012
Engauge (US) March 2009 - August 2011
McKinney September 2007 - March 2009
Modernista! March 2004 - September 2007
Shawmut Design and Construction July 2003 - February 2004
Putnam Investments August 2001 - July 2003
Fincannon and Associates May 2000 - July 2001
Skills
Public Relations, Experiential Events, Integrated Marketing, Sales, Marketing Communications, Strategic Brand..., Digital Marketing, Product Launch, Sponsorship Activation, Strategy, Online Advertising, Brand Development, Product Launches, Creative Strategy, Creative Direction
Education
University of North Carolina at Wilmington
Bachelor of Arts (B.A.)
Orange Barrel Media August 2011 - August 2012
Engauge (US) March 2009 - August 2011
McKinney September 2007 - March 2009
Modernista! March 2004 - September 2007
Shawmut Design and Construction July 2003 - February 2004
Putnam Investments August 2001 - July 2003
Fincannon and Associates May 2000 - July 2001
Skills
Public Relations, Experiential Events, Integrated Marketing, Sales, Marketing Communications, Strategic Brand..., Digital Marketing, Product Launch, Sponsorship Activation, Strategy, Online Advertising, Brand Development, Product Launches, Creative Strategy, Creative Direction
Education
University of North Carolina at Wilmington
Bachelor of Arts (B.A.)
Erik Gallant's Putnam Investments Experience December 2013 - March 2014
Job Sales Development Representative at Bit9 + Carbon Black
Industry Computer & Network Security
Experience
Bit9 + Carbon Black May 2015 - Present
Unified Solutions September 2014 - May 2015
UNH Campus Rec September 2012 - May 2015
Liberty Mutual Insurance June 2014 - August 2014
Putnam Investments December 2013 - March 2014
Enterprise Bank (Enterprise Bancorp) May 2013 - August 2013
Bloomingdale's May 2012 - August 2012
Granite Rock Construction May 2011 - August 2011
Skills
Sales, Customer Service, Close Attention to..., Leadership, Territory Development, Process Improvement, Public Speaking, Microsoft Excel, Salesforce.com, Communication, Management Skills, Sales Operations, Network Security, Endpoint Security, Cyber-security, Disaster Recovery
Education
University of New Hampshire 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Bishop Guertin High School 2007 — 2011
Bit9 + Carbon Black May 2015 - Present
Unified Solutions September 2014 - May 2015
UNH Campus Rec September 2012 - May 2015
Liberty Mutual Insurance June 2014 - August 2014
Putnam Investments December 2013 - March 2014
Enterprise Bank (Enterprise Bancorp) May 2013 - August 2013
Bloomingdale's May 2012 - August 2012
Granite Rock Construction May 2011 - August 2011
Skills
Sales, Customer Service, Close Attention to..., Leadership, Territory Development, Process Improvement, Public Speaking, Microsoft Excel, Salesforce.com, Communication, Management Skills, Sales Operations, Network Security, Endpoint Security, Cyber-security, Disaster Recovery
Education
University of New Hampshire 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Bishop Guertin High School 2007 — 2011
Doug Cataldo's Putnam Investments Experience December 2014 - Present
Job Regional Marketing Associate Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 2014 - Present
Putnam Investments June 2014 - December 2014
Atkins Investment Group May 2012 - June 2014
John Hancock Financial Services January 2014 - May 2014
Mortgage Network, Inc. July 2013 - August 2013
DHK Financial Advisors March 2013 - May 2013
Franklin American Mortgage Company June 2012 - August 2012
Skills
Investments, Financial Reporting, Financial Analysis, Microsoft Excel, Microsoft Office, Mortgage Compliance, Mortgage Servicing, PowerPoint, Fixed Annuities, Access, Portfolio Management, Variable Annuities, Customer Service, Financial Transactions, Mutual Funds, Teamwork, Microsoft Word, Social Media, Finance, Leadership
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2010 — 2014
Bachelor of Science- Business Administration, Minor-Economics, Finance and Management
Putnam Investments December 2014 - Present
Putnam Investments June 2014 - December 2014
Atkins Investment Group May 2012 - June 2014
John Hancock Financial Services January 2014 - May 2014
Mortgage Network, Inc. July 2013 - August 2013
DHK Financial Advisors March 2013 - May 2013
Franklin American Mortgage Company June 2012 - August 2012
Skills
Investments, Financial Reporting, Financial Analysis, Microsoft Excel, Microsoft Office, Mortgage Compliance, Mortgage Servicing, PowerPoint, Fixed Annuities, Access, Portfolio Management, Variable Annuities, Customer Service, Financial Transactions, Mutual Funds, Teamwork, Microsoft Word, Social Media, Finance, Leadership
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2010 — 2014
Bachelor of Science- Business Administration, Minor-Economics, Finance and Management
Shekhar Chiplunkar Shekhar Chiplunkar's Putnam Investments Experience February 2006 - April 2007
Job Consultant
Industry Computer Software
Experience
AIT Global Inc. May 2015 - Present
Tech Mahindra June 2008 - April 2015
Boston Symphony Orchestra February 2008 - May 2008
AIT Global, Inc 2004 - May 2008
Brown Brothers Harriman May 2007 - December 2007
Putnam Investments February 2006 - April 2007
Education Testing Services ETS January 2005 - January 2006
UCA Systems November 2004 - December 2004
Symphony Services 2004 - 2004
Iopsis Software 2002 - 2004
Skills
Java Enterprise Edition, Hibernate, Spring, Web Services, Java, Agile Methodologies, JSP, Core Java, EJB, Struts, Servlets, Requirements Analysis, Weblogic, PL/SQL, Software Project..., Spring Framework, WebLogic, Oracle, Design Patterns, Software Development, SOA
Education
CDAC 1998 — 1999
University of Pune 1994 — 1998
BS Equivalent, Electronics
Nutan Marathi Vidyalaya 1988 — 1991
Maharashtra Vidyalay
Pimpari Chinchwad Polytechnic
AIT Global Inc. May 2015 - Present
Tech Mahindra June 2008 - April 2015
Boston Symphony Orchestra February 2008 - May 2008
AIT Global, Inc 2004 - May 2008
Brown Brothers Harriman May 2007 - December 2007
Putnam Investments February 2006 - April 2007
Education Testing Services ETS January 2005 - January 2006
UCA Systems November 2004 - December 2004
Symphony Services 2004 - 2004
Iopsis Software 2002 - 2004
Skills
Java Enterprise Edition, Hibernate, Spring, Web Services, Java, Agile Methodologies, JSP, Core Java, EJB, Struts, Servlets, Requirements Analysis, Weblogic, PL/SQL, Software Project..., Spring Framework, WebLogic, Oracle, Design Patterns, Software Development, SOA
Education
CDAC 1998 — 1999
University of Pune 1994 — 1998
BS Equivalent, Electronics
Nutan Marathi Vidyalaya 1988 — 1991
Maharashtra Vidyalay
Pimpari Chinchwad Polytechnic
Robert Fitzpatrick's Putnam Investments Experience June 2000 - November 2004
Job Executive Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management February 2015 - Present
Harmonic Capital August 2013 - May 2014
First Quadrant October 2005 - December 2012
Putnam Investments June 2000 - November 2004
Fidelity Investments October 1995 - May 2000
IBM October 1984 - May 1995
Skills
Investment Management, Equities, Alternative Investments, Fixed Income, Investments, Investment Strategies, Portfolio Management, Capital Markets, Mutual Funds, Financial Modeling, Sales, Financial Services, Bloomberg, Financial Analysis, Valuation, Investment Advisory, Equity Research, Hedge Funds, Senior Business..., Managing Director, Global Consultant, Global Consultant..., Investments,..., Hedge Fund Management, Investment Specialist
Education
University of Notre Dame - Mendoza College of Business
Bachelor of Business Administration, Finance
Belmont Hill School
Cum Laude
UBS Global Asset Management February 2015 - Present
Harmonic Capital August 2013 - May 2014
First Quadrant October 2005 - December 2012
Putnam Investments June 2000 - November 2004
Fidelity Investments October 1995 - May 2000
IBM October 1984 - May 1995
Skills
Investment Management, Equities, Alternative Investments, Fixed Income, Investments, Investment Strategies, Portfolio Management, Capital Markets, Mutual Funds, Financial Modeling, Sales, Financial Services, Bloomberg, Financial Analysis, Valuation, Investment Advisory, Equity Research, Hedge Funds, Senior Business..., Managing Director, Global Consultant, Global Consultant..., Investments,..., Hedge Fund Management, Investment Specialist
Education
University of Notre Dame - Mendoza College of Business
Bachelor of Business Administration, Finance
Belmont Hill School
Cum Laude
Brian McInis Brian McInis's Putnam Investments Experience February 1997 - March 2006
Job Vice President External Sales with Federated Securities Corp
Industry Financial Services
Experience
Federated Investors July 2007 - Present
Evergreen Investments May 2006 - July 2007
Putnam Investments February 1997 - March 2006
Skills
Series 7, Mutual Funds, Alternative Investments, Annuities, Series 66, Wealth Management, Series 6, Asset Management, Asset Allocation, 401k, Financial Services, Investments, Series 63, Fixed Annuities, Uniform Combined State...
Education
University of Pennsylvania 2013 — 2015
Securities Industry Institute - SIFMA Program, Wharton Business School
Fitchburg State University 1992 — 1994
BS, Economics
Saint Anselm College 1989 — 1991
Engineering Major, Economics
Federated Investors July 2007 - Present
Evergreen Investments May 2006 - July 2007
Putnam Investments February 1997 - March 2006
Skills
Series 7, Mutual Funds, Alternative Investments, Annuities, Series 66, Wealth Management, Series 6, Asset Management, Asset Allocation, 401k, Financial Services, Investments, Series 63, Fixed Annuities, Uniform Combined State...
Education
University of Pennsylvania 2013 — 2015
Securities Industry Institute - SIFMA Program, Wharton Business School
Fitchburg State University 1992 — 1994
BS, Economics
Saint Anselm College 1989 — 1991
Engineering Major, Economics
Nick Driscoll's Putnam Investments Experience January 2015 - Present
Job Regional Marketing Director Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2015 - Present
Putnam Investments June 2014 - December 2014
Putnam Investments June 2012 - May 2014
Putnam Investments January 2012 - May 2012
Merrill Lynch October 2011 - December 2011
Skills
Series 6, Series 63, Mutual Funds, Alternative Investments, Financial Advisory, Series 7, Asset Allocation, Equities, Fixed Income, Absolute Return, Social Media, Social Networking
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2011
Economics, Finance
Boston College High School 2004 — 2008
Putnam Investments January 2015 - Present
Putnam Investments June 2014 - December 2014
Putnam Investments June 2012 - May 2014
Putnam Investments January 2012 - May 2012
Merrill Lynch October 2011 - December 2011
Skills
Series 6, Series 63, Mutual Funds, Alternative Investments, Financial Advisory, Series 7, Asset Allocation, Equities, Fixed Income, Absolute Return, Social Media, Social Networking
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2011
Economics, Finance
Boston College High School 2004 — 2008
Colin Fatti's Putnam Investments Experience January 2006 - December 2006
Job Managing Director Equity Research Sales at The Benchmark Company LLC
Industry Financial Services
Experience
The Benchmark Company October 2012 - Present
Wedbush Securities May 2009 - August 2012
Wells Fargo Private Bank May 2008 - September 2008
Putnam Investments January 2006 - December 2006
Skills
Series 7, Series 63, Financial Modeling, Equity Research, Investments, Valuation, Financial Analysis, Securities, Equities, Bloomberg, Uniform Combined State..., Portfolio Management, Asset Management, Financial Markets, Capital Markets, Hedge Funds, Mutual Funds
Education
Pepperdine University, Graziadio School of Business and Management 2007 — 2009
Master, Business Administration; Finance
University of Notre Dame - Mendoza College of Business 2001 — 2005
Bachelor, Business Administration, Management
The Benchmark Company October 2012 - Present
Wedbush Securities May 2009 - August 2012
Wells Fargo Private Bank May 2008 - September 2008
Putnam Investments January 2006 - December 2006
Skills
Series 7, Series 63, Financial Modeling, Equity Research, Investments, Valuation, Financial Analysis, Securities, Equities, Bloomberg, Uniform Combined State..., Portfolio Management, Asset Management, Financial Markets, Capital Markets, Hedge Funds, Mutual Funds
Education
Pepperdine University, Graziadio School of Business and Management 2007 — 2009
Master, Business Administration; Finance
University of Notre Dame - Mendoza College of Business 2001 — 2005
Bachelor, Business Administration, Management
David Kenney's Putnam Investments Experience August 2014 - Present
Job GDA at Putnam Investments
Industry Financial Services
Experience
Putnam Investments August 2014 - Present
Custom Elevation, LLC August 2012 - Present
Bank of America Merrill Lynch May 2013 - August 2013
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, SPSS, Statistics, English, Data Analysis, Teamwork, Market Research, Financial Analysis, Public Speaking, Non-profits, Qualitative Research, Financial Modeling, Product Development, Outlook, Accounting, Economics, International Business, Spanish, Capital Raising, Entrepreneurship
Education
University of Notre Dame 2010 — 2014
Bachelors, History, Economics
Saint Charles Preparatory School 2006 — 2010
Putnam Investments August 2014 - Present
Custom Elevation, LLC August 2012 - Present
Bank of America Merrill Lynch May 2013 - August 2013
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, SPSS, Statistics, English, Data Analysis, Teamwork, Market Research, Financial Analysis, Public Speaking, Non-profits, Qualitative Research, Financial Modeling, Product Development, Outlook, Accounting, Economics, International Business, Spanish, Capital Raising, Entrepreneurship
Education
University of Notre Dame 2010 — 2014
Bachelors, History, Economics
Saint Charles Preparatory School 2006 — 2010
Michael Alpert, CFA Michael Alpert, CFA's Putnam Investments Experience June 1996 - June 1998
Job
Industry Investment Management
Experience
ICONIQ Capital May 2013 - Present
Wetherby Asset Management November 2008 - April 2013
Goldman Sachs July 2004 - October 2008
CSI Capital Management July 2001 - July 2004
Putnam Investments June 1996 - June 1998
Lehman Brothers August 1994 - June 1996
Skills
Hedge Funds, Asset Management, Private Equity, Private Wealth..., Impact Investing, Family Office, Due Diligence, Valuation, Mutual Funds, Investments, Equities, Financial Modeling, Portfolio Management, Asset Allocation, Wealth Management..., Alternative Investments, High Net Worth..., Investment Management, Investment Banking, Equity Research, Wealth Management, Investment Advisory, Bloomberg, Securities, Investment Strategies, Fund Of Funds, Fixed Income, Capital Markets
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA
University of Virginia 1990 — 1994
BS
ICONIQ Capital May 2013 - Present
Wetherby Asset Management November 2008 - April 2013
Goldman Sachs July 2004 - October 2008
CSI Capital Management July 2001 - July 2004
Putnam Investments June 1996 - June 1998
Lehman Brothers August 1994 - June 1996
Skills
Hedge Funds, Asset Management, Private Equity, Private Wealth..., Impact Investing, Family Office, Due Diligence, Valuation, Mutual Funds, Investments, Equities, Financial Modeling, Portfolio Management, Asset Allocation, Wealth Management..., Alternative Investments, High Net Worth..., Investment Management, Investment Banking, Equity Research, Wealth Management, Investment Advisory, Bloomberg, Securities, Investment Strategies, Fund Of Funds, Fixed Income, Capital Markets
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA
University of Virginia 1990 — 1994
BS
Lara Crandall's Putnam Investments Experience November 1998 - April 2000
Job Certified Software Tester / Certified Agile Professional
Industry Hospital & Health Care
Experience
PointRight Inc. October 2012 - Present
Council for Logistics Research, Inc. April 2011 - October 2012
Scholastic April 2010 - April 2011
Sorriso Technologies February 2006 - April 2010
Siebel Systems January 2005 - February 2006
edocs Inc. April 2000 - January 2005
Putnam Investments November 1998 - April 2000
Skills
Testing, Quality Assurance, SaaS, Microsoft Office, E-commerce, Excel, Web Applications, Microsoft Excel, Test Cases, Databases, Software Quality..., Regression Testing, Manual Testing, Project Management, Software Documentation, Agile Methodologies, Enterprise Software, Requirements Analysis, SQL, Scrum, Software Development, Operating Systems, Software Project..., Test Planning, SDLC, XML, Unix, Test Automation, Quality Center, Oracle, Requirements Gathering, Web Services, Integration, QTP, Agile Project Management, User Acceptance Testing, Microsoft SQL Server
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1996
BS
SQE
PointRight Inc. October 2012 - Present
Council for Logistics Research, Inc. April 2011 - October 2012
Scholastic April 2010 - April 2011
Sorriso Technologies February 2006 - April 2010
Siebel Systems January 2005 - February 2006
edocs Inc. April 2000 - January 2005
Putnam Investments November 1998 - April 2000
Skills
Testing, Quality Assurance, SaaS, Microsoft Office, E-commerce, Excel, Web Applications, Microsoft Excel, Test Cases, Databases, Software Quality..., Regression Testing, Manual Testing, Project Management, Software Documentation, Agile Methodologies, Enterprise Software, Requirements Analysis, SQL, Scrum, Software Development, Operating Systems, Software Project..., Test Planning, SDLC, XML, Unix, Test Automation, Quality Center, Oracle, Requirements Gathering, Web Services, Integration, QTP, Agile Project Management, User Acceptance Testing, Microsoft SQL Server
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1996
BS
SQE
Marie E McNamara Marie E McNamara's Putnam Investments Experience 2007 - 2009
Job District Administrative Assistant at The TJX Companies, Inc.
Industry Retail
Experience
The TJX Companies, Inc. March 2015 - Present
TJX October 2005 - Present
Lifestyle Lift January 2014 - March 2015
Putnam Investments 2007 - 2009
Putnam Investments 2007 - 2009
Putnam Investments 2006 - 2009
Skills
First Aid, Cpr Certified, Customer Service, Money Management, Activity Coordination, Activities of Daily..., Translating Spanish, Translating Polish, Advertising, marketing, Sales Management, Time Management, Mutual Funds, PowerPoint, Call Centers, Process Improvement, Outlook, Marketing, Microsoft Word, Leadership, Microsoft Office, Microsoft Excel, Access, Financial Services, Management, Team Building, Investments, Team Leadership, Training, Coaching, Customer Satisfaction, Sales, Teamwork, Inventory Management
Education
DeSales University
BS Psychology, Psychology/Neuroscience
University of Richmond
Psychology
William Allen High School
Diploma, College Prepatory
The TJX Companies, Inc. March 2015 - Present
TJX October 2005 - Present
Lifestyle Lift January 2014 - March 2015
Putnam Investments 2007 - 2009
Putnam Investments 2007 - 2009
Putnam Investments 2006 - 2009
Skills
First Aid, Cpr Certified, Customer Service, Money Management, Activity Coordination, Activities of Daily..., Translating Spanish, Translating Polish, Advertising, marketing, Sales Management, Time Management, Mutual Funds, PowerPoint, Call Centers, Process Improvement, Outlook, Marketing, Microsoft Word, Leadership, Microsoft Office, Microsoft Excel, Access, Financial Services, Management, Team Building, Investments, Team Leadership, Training, Coaching, Customer Satisfaction, Sales, Teamwork, Inventory Management
Education
DeSales University
BS Psychology, Psychology/Neuroscience
University of Richmond
Psychology
William Allen High School
Diploma, College Prepatory
Kent Buschle's Putnam Investments Experience September 2013 - August 2014
Job Senior Valuation Analyst at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments August 2014 - Present
Putnam Investments September 2013 - August 2014
State Street December 2011 - September 2013
State Street July 2010 - December 2011
Skills
Bloomberg, Microsoft Excel, Mutual Funds, MCH, Securities, Financial Reporting, Derivatives, Bloomberg Terminal, Outlook, Time Management, Corporate Actions, Sales, Internal Controls, Options, Financial Analysis, Investments, Oracle SQL Developer, Team Building, Data Analysis, Business Analysis, Reuters
Education
University of New Hampshire 2005 — 2009
Bachelor's of Science, Business Administration Concentration Finance
Lorenzo De Medici 2008 — 2008
Bachelor of Science, Business Administration; Finance
John Hancock Investments August 2014 - Present
Putnam Investments September 2013 - August 2014
State Street December 2011 - September 2013
State Street July 2010 - December 2011
Skills
Bloomberg, Microsoft Excel, Mutual Funds, MCH, Securities, Financial Reporting, Derivatives, Bloomberg Terminal, Outlook, Time Management, Corporate Actions, Sales, Internal Controls, Options, Financial Analysis, Investments, Oracle SQL Developer, Team Building, Data Analysis, Business Analysis, Reuters
Education
University of New Hampshire 2005 — 2009
Bachelor's of Science, Business Administration Concentration Finance
Lorenzo De Medici 2008 — 2008
Bachelor of Science, Business Administration; Finance
Christopher Haynes Christopher Haynes's Putnam Investments Experience July 2015 - Present
Job Product Information Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2015 - Present
Old Mutual Asset Management October 2013 - January 2015
Brown Brothers Harriman June 2011 - October 2013
Brown Brothers Harriman May 2010 - August 2010
Wainwright Investment Counsel May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Finance, Investments, Microsoft Excel, Research, Microsoft Word, Microsoft Office, JavaScript, HTML, CSS, PHP, MySQL, Bloomberg, Matlab, Auditing, Portfolio Management, Data Analysis, Analysis
Education
University of Rochester 2007 — 2011
Bachelor of Arts, Financial Economics
Buckingham Brown & Nichols High School 2003 — 2007
Putnam Investments July 2015 - Present
Old Mutual Asset Management October 2013 - January 2015
Brown Brothers Harriman June 2011 - October 2013
Brown Brothers Harriman May 2010 - August 2010
Wainwright Investment Counsel May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Finance, Investments, Microsoft Excel, Research, Microsoft Word, Microsoft Office, JavaScript, HTML, CSS, PHP, MySQL, Bloomberg, Matlab, Auditing, Portfolio Management, Data Analysis, Analysis
Education
University of Rochester 2007 — 2011
Bachelor of Arts, Financial Economics
Buckingham Brown & Nichols High School 2003 — 2007
Alan Isherwood, PMP Alan Isherwood, PMP's Putnam Investments Experience 1996 - 1997
Job President/Owner, Spinnaker Consultants, Inc
Industry Computer Software
Experience
Spinnaker Consultants, Inc February 2006 - Present
Pinkerton Computer Consultants 2001 - 2006
EDS 2000 - 2001
EDS 1997 - 2000
Putnam Investments 1996 - 1997
Keane 1995 - 1996
Stone & Webster 1991 - 1995
Stone & Webster 1981 - 1991
Skills
Management, Software Development, Program Management, MS Project, Vendor Management, Business Intelligence, Business Analysis, PMP, Consulting, Business Development, Business Strategy
Education
University of Rhode Island
MSCE, Structures and Computer Science
University of Rhode Island
BS, Civil Engineering (Major: Structures)
Spinnaker Consultants, Inc February 2006 - Present
Pinkerton Computer Consultants 2001 - 2006
EDS 2000 - 2001
EDS 1997 - 2000
Putnam Investments 1996 - 1997
Keane 1995 - 1996
Stone & Webster 1991 - 1995
Stone & Webster 1981 - 1991
Skills
Management, Software Development, Program Management, MS Project, Vendor Management, Business Intelligence, Business Analysis, PMP, Consulting, Business Development, Business Strategy
Education
University of Rhode Island
MSCE, Structures and Computer Science
University of Rhode Island
BS, Civil Engineering (Major: Structures)
Manish Jariwala (MBA, PMP)'s Putnam Investments Experience 1997 - 1999
Job Director, IT Applications at Medtronic
Industry Medical Devices
Experience
Medtronic June 2011 - Present
Covidien (Formerly TYCO HealthCare) 2004 - June 2011
Covidien 2002 - 2004
KPMG Peat Marwick September 2000 - October 2002
C.W.Costello 1998 - 1999
Putnam Investments 1997 - 1999
Education
University of Rhode Island 1997 — 1999
MBA, MIS
University of Rhode Island - College of Business Administration 1997 — 1999
Master of Business Administration (M.B.A.)
Medtronic June 2011 - Present
Covidien (Formerly TYCO HealthCare) 2004 - June 2011
Covidien 2002 - 2004
KPMG Peat Marwick September 2000 - October 2002
C.W.Costello 1998 - 1999
Putnam Investments 1997 - 1999
Education
University of Rhode Island 1997 — 1999
MBA, MIS
University of Rhode Island - College of Business Administration 1997 — 1999
Master of Business Administration (M.B.A.)
Brie A. E. Steingarten's Putnam Investments Experience October 2004 - November 2013
Job Managing Counsel & Managing Director at BNY Mellon
Industry Law Practice
Experience
BNY Mellon December 2013 - Present
Putnam Investments October 2004 - November 2013
MINTZ, LEVIN, COHN, FERRIS, GLOVSKY & POPEO, P.C. 2000 - 2004
McCarthy Tetrault 1999 - 2000
Skills
Corporate Law, Private Equity, Legal Research, Securities, Mutual Funds, Broker-Dealer
Education
University of Ottawa 1996 — 1999
LL.B., Law
University of Toronto 1992 — 1996
B.A. (Honors), Economics, Criminology
WCI
BNY Mellon December 2013 - Present
Putnam Investments October 2004 - November 2013
MINTZ, LEVIN, COHN, FERRIS, GLOVSKY & POPEO, P.C. 2000 - 2004
McCarthy Tetrault 1999 - 2000
Skills
Corporate Law, Private Equity, Legal Research, Securities, Mutual Funds, Broker-Dealer
Education
University of Ottawa 1996 — 1999
LL.B., Law
University of Toronto 1992 — 1996
B.A. (Honors), Economics, Criminology
WCI
Cyril Malak's Putnam Investments Experience September 2002 - November 2008
Job
Industry Investment Management
Experience
Putnam Investments September 2002 - November 2008
JP Morgan 1999 - 2002
The MAC Group/Gemini Consulting 1992 - 1997
Energy Security Analysis, Inc. (ESAI) 1991 - 1992
Skills
Equities, Equity Research, Investments, Valuation, Financial Modeling, Fundamental Analysis, Business Strategy, Project Management, Market Research, Industrial Sector, Bloomberg, Investment Banking, Mergers & Acquisitions, Management Consulting, Hedge Funds, Due Diligence, Financial Analysis, Emerging Markets, Investment Management, Portfolio Management, Alternative Investments, Asset Management, Equity Valuation, Finance, Private Equity, Financial Services, Strategy, Mutual Funds, DCF, Asset Allocation, Fixed Income, Derivatives, Investment Strategies, Options, High Yield
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of Pennsylvania 1986 — 1990
BA, Economics and Political Science
Putnam Investments September 2002 - November 2008
JP Morgan 1999 - 2002
The MAC Group/Gemini Consulting 1992 - 1997
Energy Security Analysis, Inc. (ESAI) 1991 - 1992
Skills
Equities, Equity Research, Investments, Valuation, Financial Modeling, Fundamental Analysis, Business Strategy, Project Management, Market Research, Industrial Sector, Bloomberg, Investment Banking, Mergers & Acquisitions, Management Consulting, Hedge Funds, Due Diligence, Financial Analysis, Emerging Markets, Investment Management, Portfolio Management, Alternative Investments, Asset Management, Equity Valuation, Finance, Private Equity, Financial Services, Strategy, Mutual Funds, DCF, Asset Allocation, Fixed Income, Derivatives, Investment Strategies, Options, High Yield
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of Pennsylvania 1986 — 1990
BA, Economics and Political Science
Brian Fullerton's Putnam Investments Experience 1995 - 1999
Job Chief Investment Officer at Pacific Global Advisors LLC
Industry Investment Management
Experience
Pacific Global Advisors LLC 2012 - Present
HF Clarity and Unique Property Fund 2010 - 2012
Gottex Fund Management 2008 - 2009
Merrill Lynch Investment Managers 1999 - 2006
Putnam Investments 1995 - 1999
J P Morgan 1984 - 1995
Skills
Hedge Funds, Equities, Portfolio Management, Investments, Risk Management, Fixed Income, Alternative Investments, Derivatives, Asset Managment
Education
University of Pennsylvania - The Wharton School
MBA
University of Virginia
B.S., Commerce
Pacific Global Advisors LLC 2012 - Present
HF Clarity and Unique Property Fund 2010 - 2012
Gottex Fund Management 2008 - 2009
Merrill Lynch Investment Managers 1999 - 2006
Putnam Investments 1995 - 1999
J P Morgan 1984 - 1995
Skills
Hedge Funds, Equities, Portfolio Management, Investments, Risk Management, Fixed Income, Alternative Investments, Derivatives, Asset Managment
Education
University of Pennsylvania - The Wharton School
MBA
University of Virginia
B.S., Commerce
Betsy Cohen's Putnam Investments Experience September 1996 - September 2001
Job Professional Organizer
Industry Writing and Editing
Experience
OOPS 1998 - Present
Putnam Investments September 1996 - September 2001
Invisuals 1993 - 1996
Skills
Editing, Proofreading, Non-profits, Writing, Organization, Nonprofits, Press Releases, Newsletters, Copy Editing, Copywriting
Education
University of Rochester 1979 — 1983
B.A., English
OOPS 1998 - Present
Putnam Investments September 1996 - September 2001
Invisuals 1993 - 1996
Skills
Editing, Proofreading, Non-profits, Writing, Organization, Nonprofits, Press Releases, Newsletters, Copy Editing, Copywriting
Education
University of Rochester 1979 — 1983
B.A., English
James Ojemann's Putnam Investments Experience 2001 - July 2011
Job Sr Project Manager, Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance December 2013 - Present
Fidelity Investments July 2012 - December 2013
OmegaTech Solutions Inc July 2001 - June 2012
Putnam Investments 2001 - July 2011
Putnam Investments April 1997 - June 2001
Wellington Management September 1995 - April 1997
Thomson Financial June 1991 - September 1995
GTE Government Systems June 1989 - June 1991
John Hancock Life Insurance Company (U.S.A.) May 1987 - June 1989
Skills
Project Management, Software Development, Agile Methodologies, Integration, Bloomberg, Program Management, CRM, Equities, PMP, Cross-functional Team..., Databases, Process Improvement, Leadership, Management, Financial Services, Enterprise Software, Data Warehousing, XML, PHP, ASP, MySQL, Business Analysis, Market Data, SDLC, Requirements Analysis, Vendor Management, Software Project..., Risk Management, Consulting
Education
University of Pennsylvania 1978 — 1983
BA, International Relations/ Economics
Noble and Greenough 1973 — 1978
HS
Dexter 1967 — 1973
Liberty Mutual Insurance December 2013 - Present
Fidelity Investments July 2012 - December 2013
OmegaTech Solutions Inc July 2001 - June 2012
Putnam Investments 2001 - July 2011
Putnam Investments April 1997 - June 2001
Wellington Management September 1995 - April 1997
Thomson Financial June 1991 - September 1995
GTE Government Systems June 1989 - June 1991
John Hancock Life Insurance Company (U.S.A.) May 1987 - June 1989
Skills
Project Management, Software Development, Agile Methodologies, Integration, Bloomberg, Program Management, CRM, Equities, PMP, Cross-functional Team..., Databases, Process Improvement, Leadership, Management, Financial Services, Enterprise Software, Data Warehousing, XML, PHP, ASP, MySQL, Business Analysis, Market Data, SDLC, Requirements Analysis, Vendor Management, Software Project..., Risk Management, Consulting
Education
University of Pennsylvania 1978 — 1983
BA, International Relations/ Economics
Noble and Greenough 1973 — 1978
HS
Dexter 1967 — 1973
Rodney Lippold's Putnam Investments Experience 1987 - 2004
Job Director at UnitedHealthcare
Industry Health, Wellness and Fitness
Experience
UnitedHealthcare February 2005 - Present
Putnam investments 1987 - 2004
Skills
Health Insurance, Vendor Management, Process Improvement, Management, Financial Services, Risk Management, Leadership, Strategic Planning, Business Analysis, Managed Care, Project Management, Healthcare, Employee Benefits, Call Centers, Program Management, Change Management, Medicare, Customer Service, Insurance, Team Building, Mutual Funds
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1982 — 1986
Bachelor’s Degree, Business Administration and Management, General
UnitedHealthcare February 2005 - Present
Putnam investments 1987 - 2004
Skills
Health Insurance, Vendor Management, Process Improvement, Management, Financial Services, Risk Management, Leadership, Strategic Planning, Business Analysis, Managed Care, Project Management, Healthcare, Employee Benefits, Call Centers, Program Management, Change Management, Medicare, Customer Service, Insurance, Team Building, Mutual Funds
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1982 — 1986
Bachelor’s Degree, Business Administration and Management, General
Rick Gardella's Putnam Investments Experience October 2011 - December 2014
Job Assistant Director Client Compliance Services at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions December 2014 - Present
Putnam Investments October 2011 - December 2014
Diversified Retirement Corporation April 2004 - October 2011
Diversified Investment Advisors April 2004 - November 2005
Education
University of North Carolina at Wilmington 1999 — 2001
Transamerica Retirement Solutions December 2014 - Present
Putnam Investments October 2011 - December 2014
Diversified Retirement Corporation April 2004 - October 2011
Diversified Investment Advisors April 2004 - November 2005
Education
University of North Carolina at Wilmington 1999 — 2001
David Hearne's Putnam Investments Experience March 1986 - December 1989
Job Broker / Owner at Hearne Realty Group
Industry Real Estate
Experience
Hearne Realty Group April 2011 - Present
Ashburnham Wine andSpirits January 1990 - Present
Harvard Realty January 2004 - April 2011
Putnam Investments March 1986 - December 1989
Skills
Sellers, Condos, Investment Properties, Single Family Homes, Buyer Representation, Relocation, First Time Home Buyers, Short Sales, Residential Homes, REO, Foreclosures, Referrals, Listings, New Home Sales, Investors, Real Estate
Education
University of Rhode Island - College of Business Administration 1981 — 1986
Hearne Realty Group April 2011 - Present
Ashburnham Wine andSpirits January 1990 - Present
Harvard Realty January 2004 - April 2011
Putnam Investments March 1986 - December 1989
Skills
Sellers, Condos, Investment Properties, Single Family Homes, Buyer Representation, Relocation, First Time Home Buyers, Short Sales, Residential Homes, REO, Foreclosures, Referrals, Listings, New Home Sales, Investors, Real Estate
Education
University of Rhode Island - College of Business Administration 1981 — 1986
Tiffany Gauvin's Putnam Investments Experience September 2012 - May 2013
Job Marketing Manager
Industry Financial Services
Experience
Columbia Management February 2014 - Present
Putnam Investments September 2012 - May 2013
Putnam Investments March 2010 - September 2012
Putnam Investments September 2007 - March 2010
Putnam Investments September 2005 - September 2007
Putnam Investments October 2003 - September 2005
Skills
Management, Client Service Oriented, Business Information, Data Warehousing, Business Analysis, Access, SDLC, Data Analysis, Business Intelligence, Requirements Gathering, Requirements Analysis, Business Objects, Data Modeling, Databases, IT Strategy, Program Management, Analytics
Education
University of New Hampshire 1993 — 1998
Columbia Management February 2014 - Present
Putnam Investments September 2012 - May 2013
Putnam Investments March 2010 - September 2012
Putnam Investments September 2007 - March 2010
Putnam Investments September 2005 - September 2007
Putnam Investments October 2003 - September 2005
Skills
Management, Client Service Oriented, Business Information, Data Warehousing, Business Analysis, Access, SDLC, Data Analysis, Business Intelligence, Requirements Gathering, Requirements Analysis, Business Objects, Data Modeling, Databases, IT Strategy, Program Management, Analytics
Education
University of New Hampshire 1993 — 1998
Stephen Driscoll, CFA's Putnam Investments Experience 1999 - 2005
Job Equity Trader at Polen Capital
Industry Investment Management
Experience
Polen Capital June 2014 - Present
BNY Mellon June 2013 - June 2014
John W. Henry & Co. August 2005 - December 2012
Putnam Investments 1999 - 2005
State Street Corp 1992 - 1999
Skills
Bloomberg, Securities, Investments, Derivatives, Trading, FX
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 1991
Melrose High School 1985 — 1987
Polen Capital June 2014 - Present
BNY Mellon June 2013 - June 2014
John W. Henry & Co. August 2005 - December 2012
Putnam Investments 1999 - 2005
State Street Corp 1992 - 1999
Skills
Bloomberg, Securities, Investments, Derivatives, Trading, FX
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 1991
Melrose High School 1985 — 1987
Clint Frary's Putnam Investments Experience September 2000 - July 2001
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade September 2008 - Present
Fidelity Investments February 2004 - July 2007
Northwestern Mutual Investment Services July 2001 - September 2002
Putnam Investments September 2000 - July 2001
Lake Avenue Properties 1989 - 2001
Amica Mutual Insurance September 1985 - August 1998
Skills
Investments, Series 7, Retirement Planning, Retirement, Financial Advisory, Trading, 401k, Sales, Team Building, Mutual Funds, Financial Services, Series 63, Equities, Securities, Fixed Income
Education
University of Rochester 1981 — 1985
BA, Economics
Phillips Exeter Academy 1977 — 1980
Scottrade September 2008 - Present
Fidelity Investments February 2004 - July 2007
Northwestern Mutual Investment Services July 2001 - September 2002
Putnam Investments September 2000 - July 2001
Lake Avenue Properties 1989 - 2001
Amica Mutual Insurance September 1985 - August 1998
Skills
Investments, Series 7, Retirement Planning, Retirement, Financial Advisory, Trading, 401k, Sales, Team Building, Mutual Funds, Financial Services, Series 63, Equities, Securities, Fixed Income
Education
University of Rochester 1981 — 1985
BA, Economics
Phillips Exeter Academy 1977 — 1980
Clare Richer's Putnam Investments Experience December 2008 - Present
Job CFO at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 2008 - Present
Fidelity Investments October 1983 - July 2008
Education
University of Notre Dame 1976 — 1980
Putnam Investments December 2008 - Present
Fidelity Investments October 1983 - July 2008
Education
University of Notre Dame 1976 — 1980
Dola Stemberg's Putnam Investments Experience 1987 - 1993
Job Independent Marketing Professional
Industry Marketing and Advertising
Experience
Beacon Angels January 2007 - Present
Putnam Investments 1987 - 1993
Fidelity Investments 1986 - 1987
Stride Rite 1985 - 1986
Polaroid 1984 - 1985
Gillette 1978 - 1985
Education
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, Marketing
Vassar College 1970 — 1974
Beacon Angels January 2007 - Present
Putnam Investments 1987 - 1993
Fidelity Investments 1986 - 1987
Stride Rite 1985 - 1986
Polaroid 1984 - 1985
Gillette 1978 - 1985
Education
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, Marketing
Vassar College 1970 — 1974
Ami Joseph's Putnam Investments Experience March 2009 - July 2011
Job Global Technology Equity Research
Industry Financial Services
Experience
Joseph Capital Partners LLC August 2011 - Present
Putnam Investments March 2009 - July 2011
Fidelity Investments 2006 - January 2009
Thomas Weisel Partners 2003 - 2006
Skills
Equity Research, Equities, Investment Management, Hedge Funds, Investor Relations, Strategy, Valuation, Financial Modeling, Bloomberg, Alternative Investments, Investments, Equity Valuation, Asset Allocation, Mutual Funds, Emerging Markets, Asset Management, Portfolio Management, Capital Markets, Financial Analysis, Private Equity
Education
University of Pennsylvania 1994 — 1998
Joseph Capital Partners LLC August 2011 - Present
Putnam Investments March 2009 - July 2011
Fidelity Investments 2006 - January 2009
Thomas Weisel Partners 2003 - 2006
Skills
Equity Research, Equities, Investment Management, Hedge Funds, Investor Relations, Strategy, Valuation, Financial Modeling, Bloomberg, Alternative Investments, Investments, Equity Valuation, Asset Allocation, Mutual Funds, Emerging Markets, Asset Management, Portfolio Management, Capital Markets, Financial Analysis, Private Equity
Education
University of Pennsylvania 1994 — 1998
Courtney Thistle's Putnam Investments Experience September 2003 - December 2004
Job Client Liaison Senior Manager at BNY Mellon
Industry Consumer Services
Experience
BNY Mellon June 2012 - Present
RR Donnelley March 2011 - July 2012
Rivet Software April 2010 - February 2011
The Andover Companies April 2008 - July 2010
F & M Bank June 2006 - October 2006
Putnam Investments September 2003 - December 2004
JCK Pools 2001 - 2003
Skills
Financial Reporting, XBRL, SEC filings, Internal Audit, Auditing, General Ledger, Accounting, Training, GAAP
Education
University of Rhode Island - College of Business Administration 1999 — 2003
Bachelors
Andover High School
BNY Mellon June 2012 - Present
RR Donnelley March 2011 - July 2012
Rivet Software April 2010 - February 2011
The Andover Companies April 2008 - July 2010
F & M Bank June 2006 - October 2006
Putnam Investments September 2003 - December 2004
JCK Pools 2001 - 2003
Skills
Financial Reporting, XBRL, SEC filings, Internal Audit, Auditing, General Ledger, Accounting, Training, GAAP
Education
University of Rhode Island - College of Business Administration 1999 — 2003
Bachelors
Andover High School
Ryan Hale, CFP®'s Putnam Investments Experience 2000 - 2004
Job VP, Investment Consultant LPL/Kennebunk Savings Bank
Industry Investment Management
Experience
LPL Financial/Kennebunk Savings Bank January 2006 - Present
TD Bank 2005 - 2005
Putnam Investments 2000 - 2004
Wachovia Bank August 1998 - September 2000
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1995
LPL Financial/Kennebunk Savings Bank January 2006 - Present
TD Bank 2005 - 2005
Putnam Investments 2000 - 2004
Wachovia Bank August 1998 - September 2000
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1995
Carter Phipps's Putnam Investments Experience June 1997 - November 1997
Job Author, Writer and Content Strategist
Industry Writing and Editing
Experience
Self-Employed 2013 - Present
Institute for Cultural Evolution February 2012 - Present
Group SJR October 2014 - February 2015
Various January 2012 - January 2013
EnlightenNext June 2005 - September 2011
EnlightenNext 1999 - 2005
Liberty Mutual Insurance November 1997 - May 1999
Putnam Investments June 1997 - November 1997
Computer Access 1995 - 1997
Skills
Publishing, Editing, Content Marketing, Social Media, Personal Development, Public Speaking, Executive Coaching, Magazines, Research, Meditation, Entrepreneurship, Event Producing, Published Author, Leadership Development, Coaching, Workshop Facilitation, Social Networking, Leadership, Online Publishing, Management, Copywriting, Editorial, Online Marketing, Social Media Marketing, Public Relations, Media Relations, Training, Organizational..., Strategic Planning, Strategic Communications, Copy Editing, Nonprofits, Strategy, Blogging, Management Consulting, Journalism, Strategic Partnerships, Creative Writing, Event Management, Teaching, Content Development, Start-ups, Thought Leadership, Social Entrepreneurship, Sustainable Business, SEO, Emotional Intelligence, Social Innovation
Education
University of Oklahoma 1987 — 1991
Bachelor's degree, Business/Managerial Economics
University of Oklahoma - Price College of Business 1987 — 1990
BA, Economics
Self-Employed 2013 - Present
Institute for Cultural Evolution February 2012 - Present
Group SJR October 2014 - February 2015
Various January 2012 - January 2013
EnlightenNext June 2005 - September 2011
EnlightenNext 1999 - 2005
Liberty Mutual Insurance November 1997 - May 1999
Putnam Investments June 1997 - November 1997
Computer Access 1995 - 1997
Skills
Publishing, Editing, Content Marketing, Social Media, Personal Development, Public Speaking, Executive Coaching, Magazines, Research, Meditation, Entrepreneurship, Event Producing, Published Author, Leadership Development, Coaching, Workshop Facilitation, Social Networking, Leadership, Online Publishing, Management, Copywriting, Editorial, Online Marketing, Social Media Marketing, Public Relations, Media Relations, Training, Organizational..., Strategic Planning, Strategic Communications, Copy Editing, Nonprofits, Strategy, Blogging, Management Consulting, Journalism, Strategic Partnerships, Creative Writing, Event Management, Teaching, Content Development, Start-ups, Thought Leadership, Social Entrepreneurship, Sustainable Business, SEO, Emotional Intelligence, Social Innovation
Education
University of Oklahoma 1987 — 1991
Bachelor's degree, Business/Managerial Economics
University of Oklahoma - Price College of Business 1987 — 1990
BA, Economics
Jodi Hunt Bryant's Putnam Investments Experience 1993 - 2006
Job Senior Director, Head of Consultant Relations and Business Development at Aetna
Industry Outsourcing/Offshoring
Experience
Aetna May 2015 - Present
Mercer January 2014 - May 2015
Mercer January 2013 - December 2013
Mercer October 2007 - December 2012
Citistreet/ING 2006 - 2007
Putnam Investments 1993 - 2006
Putnam Investments 1993 - 2002
Skills
Employee Benefits, Defined Benefit, 401k, Pensions, Retirement, Benefits Administration, Outsourcing, Financial Services, Relationship Management, Vendor Management, CRM, Performance Management, Mutual Funds, Change Management, Investments, Process Improvement, Talent Management, Human Resources, Employee Engagement, HR Consulting
Education
University of Phoenix 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Aetna May 2015 - Present
Mercer January 2014 - May 2015
Mercer January 2013 - December 2013
Mercer October 2007 - December 2012
Citistreet/ING 2006 - 2007
Putnam Investments 1993 - 2006
Putnam Investments 1993 - 2002
Skills
Employee Benefits, Defined Benefit, 401k, Pensions, Retirement, Benefits Administration, Outsourcing, Financial Services, Relationship Management, Vendor Management, CRM, Performance Management, Mutual Funds, Change Management, Investments, Process Improvement, Talent Management, Human Resources, Employee Engagement, HR Consulting
Education
University of Phoenix 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Ryan McLaughlin, QPFC, AIF©'s Putnam Investments Experience January 2000 - April 2003
Job Pension Consultant at CGI Business Solutions
Industry Financial Services
Experience
CGI Retirement Services, LLC January 2012 - Present
CGI Business Solutions November 2003 - Present
Putnam Investments January 2000 - April 2003
Education
University of New Hampshire 1995 — 1999
BS, Sociology
University of New Hampshire 1995 — 1999
Bachelor's degree, Sociology
CGI Retirement Services, LLC January 2012 - Present
CGI Business Solutions November 2003 - Present
Putnam Investments January 2000 - April 2003
Education
University of New Hampshire 1995 — 1999
BS, Sociology
University of New Hampshire 1995 — 1999
Bachelor's degree, Sociology
Steven Kirson's Putnam Investments Experience July 1989 - February 2002
Job Equity Research Analyst at Schroder Investment Management, N.A.
Industry Investment Management
Experience
Schroder Investment Management, N.A. November 2005 - Present
Astral Securities January 2003 - November 2005
Putnam Investments July 1989 - February 2002
Equitable Bank September 1984 - August 1987
Skills
Equity Research, Alternative Investments, Equities, Hedge Funds, Portfolio Management, Chartered Financial..., Investments, Asset Management, Investment Management, Investment Strategies, Capital Markets, Equity Valuation, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
University of Miami 1980 — 1983
BBA, Business
Schroder Investment Management, N.A. November 2005 - Present
Astral Securities January 2003 - November 2005
Putnam Investments July 1989 - February 2002
Equitable Bank September 1984 - August 1987
Skills
Equity Research, Alternative Investments, Equities, Hedge Funds, Portfolio Management, Chartered Financial..., Investments, Asset Management, Investment Management, Investment Strategies, Capital Markets, Equity Valuation, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
University of Miami 1980 — 1983
BBA, Business
Brad Corbett's Putnam Investments Experience October 2002 - June 2005
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2013 - Present
Direxionfunds January 2009 - April 2013
Direxionfunds November 2006 - December 2008
Sun Life Financial Distributors June 2005 - November 2006
Putnam Investments October 2002 - June 2005
Putnam Investments November 2001 - October 2002
Putnam Investments November 1999 - November 2001
Skills
Series 63, ETFs, Series 7, Mutual Funds, Alternative Investments, Investments, Wholesaling, New Business Development, Annuities, Managed Futures, Separately Managed..., Series 65, Securities, Series 24, Series 6, Wealth Management, Fixed Annuities
Education
University of Rhode Island 1994 — 1998
Bachelor's degree, Communication and Media Studies
TD Ameritrade April 2013 - Present
Direxionfunds January 2009 - April 2013
Direxionfunds November 2006 - December 2008
Sun Life Financial Distributors June 2005 - November 2006
Putnam Investments October 2002 - June 2005
Putnam Investments November 2001 - October 2002
Putnam Investments November 1999 - November 2001
Skills
Series 63, ETFs, Series 7, Mutual Funds, Alternative Investments, Investments, Wholesaling, New Business Development, Annuities, Managed Futures, Separately Managed..., Series 65, Securities, Series 24, Series 6, Wealth Management, Fixed Annuities
Education
University of Rhode Island 1994 — 1998
Bachelor's degree, Communication and Media Studies
Debra Rothman's Putnam Investments Experience 1995 - 1999
Job Chair at 100 Women in Hedge Funds
Industry Investment Management
Experience
100 Women in Hedge Funds, Boston April 2014 - Present
100 Women in Hedge Funds, Boston March 2005 - Present
Gottex Fund Management April 2010 - December 2012
SCS Financial - Institutional Investment Management 2009 - April 2010
Robeco Investment Management 2004 - 2008
Independence Investments 2000 - 2004
Putnam Investments 1995 - 1999
Skills
Alternative Investments, Asset Management, Mutual Funds, Hedge Funds, Asset Allocation, Business Development, Investment Management, Institutional..., Fixed Income, Equities, Investments, Investment Strategies, Series 7, Fund Of Funds, Private Equity
Education
University of Oregon
University of Southern Maine
Magna Cum Laude
100 Women in Hedge Funds, Boston April 2014 - Present
100 Women in Hedge Funds, Boston March 2005 - Present
Gottex Fund Management April 2010 - December 2012
SCS Financial - Institutional Investment Management 2009 - April 2010
Robeco Investment Management 2004 - 2008
Independence Investments 2000 - 2004
Putnam Investments 1995 - 1999
Skills
Alternative Investments, Asset Management, Mutual Funds, Hedge Funds, Asset Allocation, Business Development, Investment Management, Institutional..., Fixed Income, Equities, Investments, Investment Strategies, Series 7, Fund Of Funds, Private Equity
Education
University of Oregon
University of Southern Maine
Magna Cum Laude
Jon Parisi's Putnam Investments Experience June 2002 - August 2003
Job Director Strategic Alliances at Interactive Data
Industry Financial Services
Experience
Interactive Data May 2015 - Present
Interactive Data April 2012 - April 2015
Interactive Data October 2011 - March 2012
Interactive Data April 2007 - October 2011
Interactive Data September 2003 - March 2007
Putnam Investments June 2002 - August 2003
Skills
Fixed Income, Mutual Funds, Market Data, Financial Markets, Corporate Actions, Equities, Financial Services, Bonds, Alternative Investments, Fund Accounting, Back Office, New Business Development, Fund Administration, Reference Data, Relationship Management
Education
University of New Hampshire 1998 — 2002
University of New Hampshire -- Peter T. Paul College of Business and Economics 1998 — 2002
Keene High School 1994 — 1998
Interactive Data May 2015 - Present
Interactive Data April 2012 - April 2015
Interactive Data October 2011 - March 2012
Interactive Data April 2007 - October 2011
Interactive Data September 2003 - March 2007
Putnam Investments June 2002 - August 2003
Skills
Fixed Income, Mutual Funds, Market Data, Financial Markets, Corporate Actions, Equities, Financial Services, Bonds, Alternative Investments, Fund Accounting, Back Office, New Business Development, Fund Administration, Reference Data, Relationship Management
Education
University of New Hampshire 1998 — 2002
University of New Hampshire -- Peter T. Paul College of Business and Economics 1998 — 2002
Keene High School 1994 — 1998
Jim Bumpus's Putnam Investments Experience February 1999 - July 2015
Job National Sales Manager
Industry Investment Management
Experience
Columbia Threadneedle Investments, US August 2015 - Present
Putnam Investments February 1999 - July 2015
Citizens Bank 1994 - 1999
Skills
Series 7, Series 63, Separately Managed..., Mutual Funds, Alternative Investments, Series 24, Asset Allocation, ETFs, Series 65, Investments, Asset Managment, Wealth Management, Fixed Income, Series 6, Hedge Funds, Equities, Securities, Investment Advisory, Investment Management, FINRA
Education
University of New Hampshire 1982 — 1986
BA, English
Columbia Threadneedle Investments, US August 2015 - Present
Putnam Investments February 1999 - July 2015
Citizens Bank 1994 - 1999
Skills
Series 7, Series 63, Separately Managed..., Mutual Funds, Alternative Investments, Series 24, Asset Allocation, ETFs, Series 65, Investments, Asset Managment, Wealth Management, Fixed Income, Series 6, Hedge Funds, Equities, Securities, Investment Advisory, Investment Management, FINRA
Education
University of New Hampshire 1982 — 1986
BA, English
Barry Olsen's Putnam Investments Experience 2003 - 2004
Job Rural Carrier Associate at United States Postal Service
Industry Retail
Experience
United States Postal Service January 2015 - Present
Astro-Med, Inc. December 2014 - Present
Retail Solutions April 2012 - December 2012
Hasbro Inc 2004 - 2012
Putnam Investments 2003 - 2004
DB Marketing Co 1992 - 2003
Skills
Microsoft Excel, Forecasting, Customer Service, Microsoft Office, Access, Outlook, Inventory Management, Data Analysis, Analysis, PowerPoint, Account Management, Operations Management, Microsoft Word, Market Research, Financial Analysis, Microsoft SQL Server
Education
University of Rhode Island - College of Business Administration 2001 — 2003
Bachelor of Science (BS), Business Administration
Community College of Rhode Island 1993 — 1995
Associate of Arts (AA), Liberal Arts
United States Postal Service January 2015 - Present
Astro-Med, Inc. December 2014 - Present
Retail Solutions April 2012 - December 2012
Hasbro Inc 2004 - 2012
Putnam Investments 2003 - 2004
DB Marketing Co 1992 - 2003
Skills
Microsoft Excel, Forecasting, Customer Service, Microsoft Office, Access, Outlook, Inventory Management, Data Analysis, Analysis, PowerPoint, Account Management, Operations Management, Microsoft Word, Market Research, Financial Analysis, Microsoft SQL Server
Education
University of Rhode Island - College of Business Administration 2001 — 2003
Bachelor of Science (BS), Business Administration
Community College of Rhode Island 1993 — 1995
Associate of Arts (AA), Liberal Arts
Heather Dollard's Putnam Investments Experience March 2006 - August 2008
Job Academic Administrative Assistant at Missouri State University
Industry Higher Education
Experience
Missouri State University December 2008 - Present
Putnam Investments March 2006 - August 2008
Education
University of New Hampshire 1999 — 2003
Bachelors, English, Sociology
Missouri State University December 2008 - Present
Putnam Investments March 2006 - August 2008
Education
University of New Hampshire 1999 — 2003
Bachelors, English, Sociology
Jay Terris's Putnam Investments Experience July 1989 - December 1994
Job Vice President Client Technology Management at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase August 2010 - Present
Fidelity Investments July 2004 - February 2009
Fidelity Investments November 1998 - June 2004
Fidelity Investments December 1994 - October 1998
Putnam Investments July 1989 - December 1994
State Street Bank 1987 - 1989
Skills
Requirements Analysis, Project Management, Integration, Banking, Financial Services, Business Analysis, Testing, Mutual Funds, Software Testing Life..., User Acceptance Testing, Manage Client..., Vendor Management, Technology Management, Finance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1983 — 1987
BA, Economics
JP Morgan Chase August 2010 - Present
Fidelity Investments July 2004 - February 2009
Fidelity Investments November 1998 - June 2004
Fidelity Investments December 1994 - October 1998
Putnam Investments July 1989 - December 1994
State Street Bank 1987 - 1989
Skills
Requirements Analysis, Project Management, Integration, Banking, Financial Services, Business Analysis, Testing, Mutual Funds, Software Testing Life..., User Acceptance Testing, Manage Client..., Vendor Management, Technology Management, Finance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1983 — 1987
BA, Economics
Derek Coppola's Putnam Investments Experience December 1999 - May 2001
Job Estimator/Project Manager at J.A. RUGGIERI MECHANICAL
Industry Financial Services
Experience
J.A. RUGGIERI MECHANICAL March 2006 - Present
SOVEREIGN BANK July 2004 - March 2006
THE JEWELERS BOARD OF TRADE May 2001 - July 2004
PUTNAM INVESTMENTS December 1999 - May 2001
Education
University of Rhode Island - College of Business Administration
J.A. RUGGIERI MECHANICAL March 2006 - Present
SOVEREIGN BANK July 2004 - March 2006
THE JEWELERS BOARD OF TRADE May 2001 - July 2004
PUTNAM INVESTMENTS December 1999 - May 2001
Education
University of Rhode Island - College of Business Administration
Keith Bruneau's Putnam Investments Experience June 2012 - December 2014
Job Regional Retirement Specialist at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement January 2015 - Present
Putnam Investments June 2012 - December 2014
Guardian Investor Services May 2006 - May 2011
Putnam Investments/Mercer HRS April 1999 - May 2006
Skills
Microsoft Office, Customer Relations, Excel, Customer Service, Strategic Planning
Education
University of Rhode Island
Bachelor of Science, Marketing
EMPOWER Retirement January 2015 - Present
Putnam Investments June 2012 - December 2014
Guardian Investor Services May 2006 - May 2011
Putnam Investments/Mercer HRS April 1999 - May 2006
Skills
Microsoft Office, Customer Relations, Excel, Customer Service, Strategic Planning
Education
University of Rhode Island
Bachelor of Science, Marketing
Anna Piralkova's Putnam Investments Experience July 2003 - July 2006
Job Quantitative Research Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments August 2008 - Present
Putnam Investments July 2003 - July 2006
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Williams College 1999 — 2003
B.A., Economics and Political Science
Fidelity Investments August 2008 - Present
Putnam Investments July 2003 - July 2006
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Williams College 1999 — 2003
B.A., Economics and Political Science
Colleen Quinn Scharpf's Putnam Investments Experience 1996 - 2002
Job President & COO at Cheswold Lane Asset Management, LLC
Industry Investment Management
Experience
Cheswold Lane Asset Management, LLC February 2006 - Present
The Board of Pensions of the Presbyterian Church (U.S.A.) 2003 - December 2005
Putnam Investments 1996 - 2002
Education
The Wharton School, University of Pennsylvania 1994 — 1996
Master of Business Administration (MBA), Investment Management
Cheswold Lane Asset Management, LLC February 2006 - Present
The Board of Pensions of the Presbyterian Church (U.S.A.) 2003 - December 2005
Putnam Investments 1996 - 2002
Education
The Wharton School, University of Pennsylvania 1994 — 1996
Master of Business Administration (MBA), Investment Management
Alicia M. Cass's Putnam Investments Experience November 2010 - March 2011
Job Sales Executive at Omada Health, Health & Wellness Consultant
Industry Health, Wellness and Fitness
Experience
Omada Health October 2014 - Present
Daily Fruition November 2013 - Present
Demandforce April 2012 - October 2014
North End Run Club September 2010 - March 2012
Putnam Investments November 2010 - March 2011
Spark! Wellness January 2010 - October 2010
Draftfcb May 2009 - July 2010
Fidelity Communications and Advertising July 2007 - February 2009
University System of New Hampshire January 2007 - May 2007
Chapdelaine & Co January 2006 - May 2006
Skills
Social Media Marketing, Consultative Selling..., Employee Wellness, Advertising, Account Management, Lead Generation, Client Relationship..., Sales Prospecting, Online Marketing, Blogging, Social Networking, PowerPoint, Teamwork, Team Building, Mindfulness, Active Lifestyle, Lifestyle Coaching, Personal Branding, Wordpress, Holistic Health, Wellness Coaching, inbound marketing, Marketing Communications, Client Services, Client Engagement, Creative Problem Solving, Creative Briefs, Creative Strategy, Social Marketing, Health, Microsoft Office, Excel, Team Management, Word, Employee Wellness..., Mindfulness Meditation, Nutrition, Salesforce.com, Sales, Sales Process, Pipeline Generation, Microsoft Word, Marketing, Entrepreneurship, CRM, SEO, Health Education, Motivational..., Direct Sales, Sales Presentations
Education
University of New Hampshire - Whittemore School of Business and Economics 2003 — 2007
B.S. Business Administration, Marketing, 3.8 GPA
Institute for Integrated Nutrition 2009 — 2010
Certified Holistic Health Coach, Health, Fitness, Nutrition, Wellness
Westerly High School 2000 — 2003
Omada Health October 2014 - Present
Daily Fruition November 2013 - Present
Demandforce April 2012 - October 2014
North End Run Club September 2010 - March 2012
Putnam Investments November 2010 - March 2011
Spark! Wellness January 2010 - October 2010
Draftfcb May 2009 - July 2010
Fidelity Communications and Advertising July 2007 - February 2009
University System of New Hampshire January 2007 - May 2007
Chapdelaine & Co January 2006 - May 2006
Skills
Social Media Marketing, Consultative Selling..., Employee Wellness, Advertising, Account Management, Lead Generation, Client Relationship..., Sales Prospecting, Online Marketing, Blogging, Social Networking, PowerPoint, Teamwork, Team Building, Mindfulness, Active Lifestyle, Lifestyle Coaching, Personal Branding, Wordpress, Holistic Health, Wellness Coaching, inbound marketing, Marketing Communications, Client Services, Client Engagement, Creative Problem Solving, Creative Briefs, Creative Strategy, Social Marketing, Health, Microsoft Office, Excel, Team Management, Word, Employee Wellness..., Mindfulness Meditation, Nutrition, Salesforce.com, Sales, Sales Process, Pipeline Generation, Microsoft Word, Marketing, Entrepreneurship, CRM, SEO, Health Education, Motivational..., Direct Sales, Sales Presentations
Education
University of New Hampshire - Whittemore School of Business and Economics 2003 — 2007
B.S. Business Administration, Marketing, 3.8 GPA
Institute for Integrated Nutrition 2009 — 2010
Certified Holistic Health Coach, Health, Fitness, Nutrition, Wellness
Westerly High School 2000 — 2003
Ed Leite's Putnam Investments Experience 1996 - 2000
Job Sr. Project Manager, VP at RBS Citizens
Industry Financial Services
Experience
RBS Citizens Group April 2013 - Present
Income Research & Management December 2010 - November 2012
MFS Investment Management August 2004 - December 2010
Brown Brothers Harriman & Co. (BBH) 2000 - 2004
Putnam Investments 1996 - 2000
First Data Corporation 1989 - 1996
Skills
Bloomberg, Mutual Funds, Asset Management, Excel, Vendor Management, Fixed Income, Market Data, Asset Managment, Equities, Securities, Hedge Funds, Financial Services, Portfolio Management
Education
University of Rhode Island - College of Business Administration 1984 — 1988
Business Management & Managerial Statistics, Business
Bishop Hendricken
RBS Citizens Group April 2013 - Present
Income Research & Management December 2010 - November 2012
MFS Investment Management August 2004 - December 2010
Brown Brothers Harriman & Co. (BBH) 2000 - 2004
Putnam Investments 1996 - 2000
First Data Corporation 1989 - 1996
Skills
Bloomberg, Mutual Funds, Asset Management, Excel, Vendor Management, Fixed Income, Market Data, Asset Managment, Equities, Securities, Hedge Funds, Financial Services, Portfolio Management
Education
University of Rhode Island - College of Business Administration 1984 — 1988
Business Management & Managerial Statistics, Business
Bishop Hendricken
David Costantiello's Putnam Investments Experience June 2011 - Present
Job Quantitative Analyst at Putnam Investments
Industry Investment Management
Experience
Putnam Investments June 2011 - Present
Putnam Investments January 2010 - June 2011
Putnam Investments July 2005 - January 2010
Putnam Investments December 2003 - July 2005
Skills
Bloomberg, Portfolio Management, Portfolio Optimization, Asset Managment, Securities, Investments, Capital Markets, Microsoft Office, Programming, S-Plus, R, SQL, VBA, Equity Research, Quantitative Research, Quantitative Finance
Education
University of Rhode Island 1999 — 2003
B.S., Computer Science
Putnam Investments June 2011 - Present
Putnam Investments January 2010 - June 2011
Putnam Investments July 2005 - January 2010
Putnam Investments December 2003 - July 2005
Skills
Bloomberg, Portfolio Management, Portfolio Optimization, Asset Managment, Securities, Investments, Capital Markets, Microsoft Office, Programming, S-Plus, R, SQL, VBA, Equity Research, Quantitative Research, Quantitative Finance
Education
University of Rhode Island 1999 — 2003
B.S., Computer Science
Linda Hinrichs's Putnam Investments Experience May 1993 - November 1999
Job Director Development Manager at William Blair and Company
Industry Investment Management
Experience
William Blair and Company November 1999 - Present
Putnam Investments May 1993 - November 1999
Andersen Consulting June 1988 - May 1993
Education
University of Notre Dame 1984 — 1988
BS, Electrical Engineering
William Blair and Company November 1999 - Present
Putnam Investments May 1993 - November 1999
Andersen Consulting June 1988 - May 1993
Education
University of Notre Dame 1984 — 1988
BS, Electrical Engineering
John Gernon's Putnam Investments Experience 2000 - 2002
Job Managing Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management 2004 - Present
Putnam Investments 2000 - 2002
Fidelity Investments 1991 - 2000
Bain & Company August 1985 - July 1989
Skills
Mutual Funds, Alternative Investments, Asset Managment, Fixed Income, Series 7, Investments, Asset Allocation, Portfolio Management, Capital Markets, Series 63, Investment Management, Equities, Separately Managed..., Hedge Funds, ETFs, Fund Of Funds, Investment Strategies, Asset Management
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Marketing
The University of Chicago 1981 — 1985
BA, Economics
Morgan Stanley Investment Management 2004 - Present
Putnam Investments 2000 - 2002
Fidelity Investments 1991 - 2000
Bain & Company August 1985 - July 1989
Skills
Mutual Funds, Alternative Investments, Asset Managment, Fixed Income, Series 7, Investments, Asset Allocation, Portfolio Management, Capital Markets, Series 63, Investment Management, Equities, Separately Managed..., Hedge Funds, ETFs, Fund Of Funds, Investment Strategies, Asset Management
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Marketing
The University of Chicago 1981 — 1985
BA, Economics
James Fette, PMP's Putnam Investments Experience 2000 - 2003
Job Recognized leader in strategic planning, program management and relationship management
Industry Financial Services
Experience
Fidelity Investments January 2010 - Present
Fidelity January 2003 - January 2010
Putnam Investments 2000 - 2003
Montgomery Asset Management 1998 - 2000
ERE Rosen Real Estate Securities 1997 - 1998
Wells Fargo 1994 - 1997
Skills
Program Management, Investments, Financial Services, Cross-functional Team..., Project Planning, Process Improvement, Strategy, Project Management, SDLC, Portfolio Management, Strategic Planning, Financial Analysis, Change Management, Leadership, Business Analysis, Vendor Management, Risk Management, Mutual Funds, Business Process...
Education
University of Rhode Island 1987 — 1991
BS, Accounting
Fidelity Investments January 2010 - Present
Fidelity January 2003 - January 2010
Putnam Investments 2000 - 2003
Montgomery Asset Management 1998 - 2000
ERE Rosen Real Estate Securities 1997 - 1998
Wells Fargo 1994 - 1997
Skills
Program Management, Investments, Financial Services, Cross-functional Team..., Project Planning, Process Improvement, Strategy, Project Management, SDLC, Portfolio Management, Strategic Planning, Financial Analysis, Change Management, Leadership, Business Analysis, Vendor Management, Risk Management, Mutual Funds, Business Process...
Education
University of Rhode Island 1987 — 1991
BS, Accounting
Maria Bertino's Putnam Investments Experience December 1996 - February 2014
Job at
Industry Telecommunications
Experience
Blue Cross Blue Shield of Massachusetts February 2014 - Present
Putnam Investments December 1996 - February 2014
Gap Inc. August 1992 - December 1996
Skills
Mutual Funds, Vendor Management, Financial Services, Call Centers, Process Improvement, Call Center, Relationship Management, Business Analysis, Risk Management, Analysis, Analytics
Education
University of Rhode Island 1992 — 1995
BA, Psychology
Blue Cross Blue Shield of Massachusetts February 2014 - Present
Putnam Investments December 1996 - February 2014
Gap Inc. August 1992 - December 1996
Skills
Mutual Funds, Vendor Management, Financial Services, Call Centers, Process Improvement, Call Center, Relationship Management, Business Analysis, Risk Management, Analysis, Analytics
Education
University of Rhode Island 1992 — 1995
BA, Psychology
Joseph Feeney's Putnam Investments Experience 1992 - 1995
Job CEO & Chief Investment Officer at Boston Partners
Industry Investment Management
Experience
Boston Partners / Robeco Investment Management 2007 - Present
Robeco Boston Partners 2004 - 2007
Boston Partners Asset Management 1995 - 2003
Putnam Investments 1992 - 1995
Bank of Boston 1985 - 1991
Skills
Asset Managment, Investment Management, Hedge Funds, Alternative Investments, Equities, Asset Allocation, Investments, Investment Strategies, Fixed Income, Portfolio Management, Fund Of Funds, Financial Markets
Education
The University of Chicago 1991 — 1993
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics
Business Admin & Economics
Boston Partners / Robeco Investment Management 2007 - Present
Robeco Boston Partners 2004 - 2007
Boston Partners Asset Management 1995 - 2003
Putnam Investments 1992 - 1995
Bank of Boston 1985 - 1991
Skills
Asset Managment, Investment Management, Hedge Funds, Alternative Investments, Equities, Asset Allocation, Investments, Investment Strategies, Fixed Income, Portfolio Management, Fund Of Funds, Financial Markets
Education
The University of Chicago 1991 — 1993
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics
Business Admin & Economics
Andrea Ignatoff's Putnam Investments Experience 1993 - 1998
Job Communications
Industry Marketing and Advertising
Experience
Ignatoff Communications January 1993 - Present
Fidelity Investments 1995 - 2009
Arthur D. Little May 2000 - June 2000
Putnam Investments 1993 - 1998
KPMG 1994 - 1997
Pioneering Services Corp. 1988 - 1992
Skills
Instructional Design, Technical Documentation, Marketing Communications, Writing, Events Organisation, ESL
Education
University of Wisconsin-Madison
MA, Anthropology
University of Pennsylvania
BA, Latin American Studies
Ignatoff Communications January 1993 - Present
Fidelity Investments 1995 - 2009
Arthur D. Little May 2000 - June 2000
Putnam Investments 1993 - 1998
KPMG 1994 - 1997
Pioneering Services Corp. 1988 - 1992
Skills
Instructional Design, Technical Documentation, Marketing Communications, Writing, Events Organisation, ESL
Education
University of Wisconsin-Madison
MA, Anthropology
University of Pennsylvania
BA, Latin American Studies
Christopher Stevo, CFA's Putnam Investments Experience June 1999 - March 2012
Job Healthcare Equity Analyst and Portfolio Manager
Industry Investment Management
Experience
Pioneer Investments October 2012 - Present
Putnam Investments June 1999 - March 2012
Enron September 1994 - August 1997
Skills
Equity Research, Equity Valuation, Financial Modeling, Asset Managment, Equities, Portfolio Management, Healthcare, International Investment, Global Investment..., Japanese market, European Markets, Emerging Markets, Pharmaceutical Industry, Biotechnology Industry, Medical Technology, Chartered Financial..., Investment Management, Generic Drugs, DCF Valuation, Biosimilars, Healthcare Reimbursement, Mutual Funds, Investments, Valuation, Asset Management, Bloomberg, Value Investing, Capital Markets, Hedge Funds
Education
University of Chicago 1997 — 1999
Master of Business Administration, Finance and Accounting
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelor of Science in Economics, Finance
Pioneer Investments October 2012 - Present
Putnam Investments June 1999 - March 2012
Enron September 1994 - August 1997
Skills
Equity Research, Equity Valuation, Financial Modeling, Asset Managment, Equities, Portfolio Management, Healthcare, International Investment, Global Investment..., Japanese market, European Markets, Emerging Markets, Pharmaceutical Industry, Biotechnology Industry, Medical Technology, Chartered Financial..., Investment Management, Generic Drugs, DCF Valuation, Biosimilars, Healthcare Reimbursement, Mutual Funds, Investments, Valuation, Asset Management, Bloomberg, Value Investing, Capital Markets, Hedge Funds
Education
University of Chicago 1997 — 1999
Master of Business Administration, Finance and Accounting
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelor of Science in Economics, Finance
Jeremy Lathrop's Putnam Investments Experience September 2000 - 2004
Job Financial Consultant at Citizens Investment Services
Industry Investment Management
Experience
Citizens Investment Services March 2010 - Present
TD Ameritrade March 2007 - September 2009
Citizens Investment Services 2004 - 2006
Putnam Investments September 2000 - 2004
Skills
Series 7, Mutual Funds, Retirement Planning, Asset Allocation, Wealth Management, Retirement, Series 6, Series 63, 401k, Fixed Annuities, Investments, Securities, Investment Advisory, Series 65, Strategic Financial..., Alternative Investments, Portfolio Management, FINRA, Variable Annuities, Financial Services, Separately Managed..., ETFs, Fixed Income, Insurance, Life Insurance, Relationship Management, Uniform Combined State..., 529 Plans, Financial Advisory, IRAs, Estate Planning, Investment Strategies
Education
University of New Hampshire
B.A., Business, Concentration in Finance
Citizens Investment Services March 2010 - Present
TD Ameritrade March 2007 - September 2009
Citizens Investment Services 2004 - 2006
Putnam Investments September 2000 - 2004
Skills
Series 7, Mutual Funds, Retirement Planning, Asset Allocation, Wealth Management, Retirement, Series 6, Series 63, 401k, Fixed Annuities, Investments, Securities, Investment Advisory, Series 65, Strategic Financial..., Alternative Investments, Portfolio Management, FINRA, Variable Annuities, Financial Services, Separately Managed..., ETFs, Fixed Income, Insurance, Life Insurance, Relationship Management, Uniform Combined State..., 529 Plans, Financial Advisory, IRAs, Estate Planning, Investment Strategies
Education
University of New Hampshire
B.A., Business, Concentration in Finance
Amanda Houle's Putnam Investments Experience November 2007 - October 2009
Job Client Manager III at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments November 2012 - Present
Fidelity Investments January 2012 - November 2012
Fidelity Investments January 2011 - January 2012
Fidelity Investments November 2009 - December 2010
Putnam Investments November 2007 - October 2009
Northwestern Mutual 2006 - 2006
Skills
Series 7, Securities, Retirement, Finance, Mutual Funds, Wealth Management, 401k, Retirement Planning
Education
University of Rhode Island - College of Business Administration 2004 — 2007
Bachelor of Science in Business Administration, Finance
Fidelity Investments November 2012 - Present
Fidelity Investments January 2012 - November 2012
Fidelity Investments January 2011 - January 2012
Fidelity Investments November 2009 - December 2010
Putnam Investments November 2007 - October 2009
Northwestern Mutual 2006 - 2006
Skills
Series 7, Securities, Retirement, Finance, Mutual Funds, Wealth Management, 401k, Retirement Planning
Education
University of Rhode Island - College of Business Administration 2004 — 2007
Bachelor of Science in Business Administration, Finance
Douglas Wooden's Putnam Investments Experience July 2009 - July 2012
Job Investment Analyst at Fort Warren Capital
Industry Financial Services
Experience
Fort Warren Capital May 2014 - Present
DDJ Capital Management September 2012 - May 2014
Putnam Investments July 2009 - July 2012
BBC Research & Consulting April 2005 - August 2005
Skills
Capital Markets, Economics, Equity Research, Fixed Income, Asset Allocation, Asset Management, Mutual Funds, High Yield, Investment Management, Alternative Investments, Hedge Funds, Value Investing, Equities, Valuation, Investments, Bloomberg
Education
University of Pennsylvania 2005 — 2009
BA, Mathematics, History
Fort Warren Capital May 2014 - Present
DDJ Capital Management September 2012 - May 2014
Putnam Investments July 2009 - July 2012
BBC Research & Consulting April 2005 - August 2005
Skills
Capital Markets, Economics, Equity Research, Fixed Income, Asset Allocation, Asset Management, Mutual Funds, High Yield, Investment Management, Alternative Investments, Hedge Funds, Value Investing, Equities, Valuation, Investments, Bloomberg
Education
University of Pennsylvania 2005 — 2009
BA, Mathematics, History
Jay Shoaie's Putnam Investments Experience April 2008 - July 2011
Job Derivative Valuations Analyst
Industry Financial Services
Experience
Wellington Management July 2011 - Present
Putnam Investments April 2008 - July 2011
Education
University of New Hampshire - Whittemore School of Business and Economics
B.S., Finance
Wellington Management July 2011 - Present
Putnam Investments April 2008 - July 2011
Education
University of New Hampshire - Whittemore School of Business and Economics
B.S., Finance
Jeff Plante's Putnam Investments Experience August 2012 - Present
Job Product Information Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments August 2012 - Present
Putnam Investments January 2010 - August 2012
Putnam Investments January 2005 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, English, Photoshop, Windows, Project Management, Mutual Funds, Business Analysis, Analytics
Education
University of New Hampshire 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Putnam Investments August 2012 - Present
Putnam Investments January 2010 - August 2012
Putnam Investments January 2005 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, English, Photoshop, Windows, Project Management, Mutual Funds, Business Analysis, Analytics
Education
University of New Hampshire 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Mandar Lipare's Putnam Investments Experience 2013 - 2014
Job JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. November 2014 - Present
MassMutual Financial Group December 2013 - October 2014
Putnam Investments 2013 - 2014
Cognizant Technology Solutions January 2010 - December 2013
Infosys Technologies Ltd 2006 - January 2010
Education
Pune University 2002 — 2006
Bachelor of Engineering (BE), Information Technology
JPMorgan Chase & Co. November 2014 - Present
MassMutual Financial Group December 2013 - October 2014
Putnam Investments 2013 - 2014
Cognizant Technology Solutions January 2010 - December 2013
Infosys Technologies Ltd 2006 - January 2010
Education
Pune University 2002 — 2006
Bachelor of Engineering (BE), Information Technology
Jay O'Brien's Putnam Investments Experience June 2014 - Present
Job Senior Regional Marketing Director, Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2014 - Present
J.P. Morgan Asset Management June 2010 - May 2014
Van Kampen Investments November 2005 - June 2010
Eaton Vance September 2004 - October 2005
Van Kampen Investments March 2000 - September 2004
OppenheimerFunds, Inc., Rochester Division January 1996 - February 2000
University of Rochester September 1993 - September 1998
Rochester Funds September 1994 - January 1996
Skills
Separately Managed..., Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Series 65, Series 7, Wealth Management, Investments, ETFs, Asset Management, Retirement Planning, Investment Strategies, Securities, Series 6, Equities, Investment Advisory, Fixed Income, Hedge Funds
Education
University of Rochester
The Albany Academy
Putnam Investments June 2014 - Present
J.P. Morgan Asset Management June 2010 - May 2014
Van Kampen Investments November 2005 - June 2010
Eaton Vance September 2004 - October 2005
Van Kampen Investments March 2000 - September 2004
OppenheimerFunds, Inc., Rochester Division January 1996 - February 2000
University of Rochester September 1993 - September 1998
Rochester Funds September 1994 - January 1996
Skills
Separately Managed..., Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Series 65, Series 7, Wealth Management, Investments, ETFs, Asset Management, Retirement Planning, Investment Strategies, Securities, Series 6, Equities, Investment Advisory, Fixed Income, Hedge Funds
Education
University of Rochester
The Albany Academy
John LeSaffre's Putnam Investments Experience November 2014 - Present
Job Manager FP&A at Putnam Investments
Industry Financial Services
Experience
Putnam Investments November 2014 - Present
Putnam Investments February 2012 - October 2014
East Boston Neighborhood Health Center March 2010 - February 2012
Skills
Financial Reporting, Financial Analysis, Microsoft Excel, Management, Financial Modeling, Process Improvement, Accounting, Budgets, Business Analysis, Finance, Financial Planning, Forecasting, Strategic Planning
Education
University of Richmond - Robins School of Business
BS/BA
Putnam Investments November 2014 - Present
Putnam Investments February 2012 - October 2014
East Boston Neighborhood Health Center March 2010 - February 2012
Skills
Financial Reporting, Financial Analysis, Microsoft Excel, Management, Financial Modeling, Process Improvement, Accounting, Budgets, Business Analysis, Finance, Financial Planning, Forecasting, Strategic Planning
Education
University of Richmond - Robins School of Business
BS/BA
Nancy Day's Putnam Investments Experience March 1994 - March 1996
Job BOKS Coordinator/ Lead Trainer for the East Greenwich School District BOKS Build Our Kids' Success (Reebok)
Industry Public Relations and Communications
Experience
BOKS- Build Our Kids' Success (Reebok) September 2012 - Present
Massachusetts Institute of Technology 1996 - 2000
Putnam Investments March 1994 - March 1996
Fidelity Investments January 1991 - March 1994
Dale Carnegie Training September 1992 - September 1993
Skills
Press Releases, Public Speaking, Public Relations, Media Relations, Marketing Strategy, Leadership, Nonprofits, Integrated Marketing, Strategic Communications, Coaching, Strategic Planning, Sales, Corporate Communications, New Business Development, Event Planning, Social Media, Teaching, Fundraising, Event Management, Community Outreach, Marketing, Strategy, Social Networking, Social Media Marketing
Education
University of Richmond
Bachelor of Arts (B.A.), Economics and French
University of Richmond
BOKS- Build Our Kids' Success (Reebok) September 2012 - Present
Massachusetts Institute of Technology 1996 - 2000
Putnam Investments March 1994 - March 1996
Fidelity Investments January 1991 - March 1994
Dale Carnegie Training September 1992 - September 1993
Skills
Press Releases, Public Speaking, Public Relations, Media Relations, Marketing Strategy, Leadership, Nonprofits, Integrated Marketing, Strategic Communications, Coaching, Strategic Planning, Sales, Corporate Communications, New Business Development, Event Planning, Social Media, Teaching, Fundraising, Event Management, Community Outreach, Marketing, Strategy, Social Networking, Social Media Marketing
Education
University of Richmond
Bachelor of Arts (B.A.), Economics and French
University of Richmond
Ryan Farrington's Putnam Investments Experience September 2005 - December 2006
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2014 - Present
State Street Bank January 2008 - Present
Brown Brothers Harriman March 2013 - February 2014
Brown Brothers Harriman July 2011 - March 2013
State Street January 2008 - June 2011
State Street Bank March 2007 - January 2008
State Street Bank March 2007 - January 2008
Putnam Investments September 2005 - December 2006
Skills
Mutual Funds, Fixed Income, Accounting, Finance, Financial Reporting, Equities, Portfolio Management, Investments
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2005
Bachelor's, Finance
University of New Hampshire
BA; Whittemore School, Business Administration - Finance; Business and Economics
Brown Brothers Harriman March 2014 - Present
State Street Bank January 2008 - Present
Brown Brothers Harriman March 2013 - February 2014
Brown Brothers Harriman July 2011 - March 2013
State Street January 2008 - June 2011
State Street Bank March 2007 - January 2008
State Street Bank March 2007 - January 2008
Putnam Investments September 2005 - December 2006
Skills
Mutual Funds, Fixed Income, Accounting, Finance, Financial Reporting, Equities, Portfolio Management, Investments
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2005
Bachelor's, Finance
University of New Hampshire
BA; Whittemore School, Business Administration - Finance; Business and Economics
Rob Mencunas's Putnam Investments Experience January 1999 - January 2000
Job IT Data Analayst at Polaris Medical Management, Inc.
Industry Health, Wellness and Fitness
Experience
Polaris Medical Management, Inc. November 2012 - Present
Meketa Investment Group January 2007 - November 2012
Meketa Investment Group January 2000 - November 2012
Meketa Investment Group January 2000 - November 2012
Meketa Investment Group January 2000 - November 2012
Putnam Investments January 1999 - January 2000
Skills
Portfolio Management, Financial Services, Equities, Investments, Leadership, Data Analysis, Fixed Income, Asset Managment, Strategy, Hedge Funds
Education
University of Rhode Island
Bachelor of Science, Human Development and Family Studies
Polaris Medical Management, Inc. November 2012 - Present
Meketa Investment Group January 2007 - November 2012
Meketa Investment Group January 2000 - November 2012
Meketa Investment Group January 2000 - November 2012
Meketa Investment Group January 2000 - November 2012
Putnam Investments January 1999 - January 2000
Skills
Portfolio Management, Financial Services, Equities, Investments, Leadership, Data Analysis, Fixed Income, Asset Managment, Strategy, Hedge Funds
Education
University of Rhode Island
Bachelor of Science, Human Development and Family Studies
Caitlin Baggeroer's Putnam Investments Experience January 2014 - Present
Job Dealer Marketing Services Supervisor at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2014 - Present
Putnam Investments January 2011 - December 2013
Ipswich Ale Brewery 2007 - December 2010
Skills
Salesforce.com, Account Management, Customer Relations, Outlook, Microsoft Office, QuickBooks, Solution Selling, Microsoft Excel, Public Speaking, Series 7, Series 63, Series 6
Education
University of Richmond 2003 — 2007
Bachelor of Arts, and Sciences; Rhetoric & Communication Studies
University of Richmond
Bachelor of Arts in Rhetoric and Communication Studies
Putnam Investments January 2014 - Present
Putnam Investments January 2011 - December 2013
Ipswich Ale Brewery 2007 - December 2010
Skills
Salesforce.com, Account Management, Customer Relations, Outlook, Microsoft Office, QuickBooks, Solution Selling, Microsoft Excel, Public Speaking, Series 7, Series 63, Series 6
Education
University of Richmond 2003 — 2007
Bachelor of Arts, and Sciences; Rhetoric & Communication Studies
University of Richmond
Bachelor of Arts in Rhetoric and Communication Studies
Jerry Jacobs's Putnam Investments Experience October 1996 - December 2005
Job Chief Investment Officer at Argent Wealth Management
Industry Financial Services
Experience
Argent Wealth Management January 2006 - Present
Putnam Investments October 1996 - December 2005
Skills
Hedge Funds, Fixed Income, Portfolio Management, Asset Allocation, Alternative Investments, Capital Markets, Investments, Asset Managment, Mutual Funds, Investment Advisory, Asset Management, Investment Strategies, Investment Management, ETFs, Securities, Series 7
Education
University of Pennsylvania - The Wharton School 1976 — 1980
BS, Economics
Argent Wealth Management January 2006 - Present
Putnam Investments October 1996 - December 2005
Skills
Hedge Funds, Fixed Income, Portfolio Management, Asset Allocation, Alternative Investments, Capital Markets, Investments, Asset Managment, Mutual Funds, Investment Advisory, Asset Management, Investment Strategies, Investment Management, ETFs, Securities, Series 7
Education
University of Pennsylvania - The Wharton School 1976 — 1980
BS, Economics
Jamie Swasey, QKA's Putnam Investments Experience August 2013 - January 2015
Job Senior Plan Services Account Manager at EMPOWER Retirement at Empower Retirement
Industry Financial Services
Experience
Empower Retirement January 2015 - Present
Putnam Investments August 2013 - January 2015
Putnam Investments January 2011 - August 2013
KAF Financial Advisors January 2007 - December 2010
Skills
Series 7, Series 63, QKA, 401k, Mutual Funds, Employee Training, Employee Benefits
Education
University of New Hampshire
Empower Retirement January 2015 - Present
Putnam Investments August 2013 - January 2015
Putnam Investments January 2011 - August 2013
KAF Financial Advisors January 2007 - December 2010
Skills
Series 7, Series 63, QKA, 401k, Mutual Funds, Employee Training, Employee Benefits
Education
University of New Hampshire
Steve Leveille's Putnam Investments Experience September 1999 - February 2001
Job Vice President of Eaton Vance Management
Industry Financial Services
Experience
Eaton Vance February 2001 - Present
Putnam Investments September 1999 - February 2001
Skills
SDLC, Fixed Income, Trading
Education
University of New Hampshire 1995 — 1999
Eaton Vance February 2001 - Present
Putnam Investments September 1999 - February 2001
Skills
SDLC, Fixed Income, Trading
Education
University of New Hampshire 1995 — 1999
Paul Rand's Putnam Investments Experience January 2004 - March 2005
Job Principal; Director of Project Management, Workflow, and Production Creative Resource Group
Industry Human Resources
Experience
Mercer Communication Practice July 2014 - Present
Mercer February 2013 - July 2014
Mercer July 2005 - February 2013
CitiStreet March 2005 - July 2005
Putnam Investments January 2004 - March 2005
Putnam Investments July 2002 - January 2004
Putnam Investments May 2000 - July 2002
Putnam Investments March 1999 - May 2000
Putnam Investments September 1997 - March 1999
Putnam Investments March 1997 - September 1997
Skills
Employee Benefits, 401k, Benefits Administration, Retirement, Mutual Funds, Defined Benefit, Employee Engagement, Retirement Planning, Leadership Development, New Hire Orientations, Pensions, Financial Services, Employee Training, Internal Communications, Marketing Communications, Employee Relations, Creative Strategy, Employer Branding, Integrated Marketing, Wealth Management, Securities, Time Management, Corporate Communications, Asset Allocation, Strategic Communications, Training, HRIS
Education
University of New Hampshire 1989 — 1993
Bachelor of Arts, Sociology
Mercer Communication Practice July 2014 - Present
Mercer February 2013 - July 2014
Mercer July 2005 - February 2013
CitiStreet March 2005 - July 2005
Putnam Investments January 2004 - March 2005
Putnam Investments July 2002 - January 2004
Putnam Investments May 2000 - July 2002
Putnam Investments March 1999 - May 2000
Putnam Investments September 1997 - March 1999
Putnam Investments March 1997 - September 1997
Skills
Employee Benefits, 401k, Benefits Administration, Retirement, Mutual Funds, Defined Benefit, Employee Engagement, Retirement Planning, Leadership Development, New Hire Orientations, Pensions, Financial Services, Employee Training, Internal Communications, Marketing Communications, Employee Relations, Creative Strategy, Employer Branding, Integrated Marketing, Wealth Management, Securities, Time Management, Corporate Communications, Asset Allocation, Strategic Communications, Training, HRIS
Education
University of New Hampshire 1989 — 1993
Bachelor of Arts, Sociology
Josh Byrne's Putnam Investments Experience 1993 - 2011
Job Portfolio Manager
Industry Financial Services
Experience
Investment Co. May 2012 - Present
Putnam Investments 1993 - 2011
Skills
Financial Modeling, Investment Strategies, Capital Markets, Series 63, Chartered Financial...
Education
The Wharton School, University of Pennsylvania 1991 — 1993
Master of Business Administration (MBA), Finance, General
University of Virginia 1982 — 1986
Bachelor of Arts (B.A.), Economics
Investment Co. May 2012 - Present
Putnam Investments 1993 - 2011
Skills
Financial Modeling, Investment Strategies, Capital Markets, Series 63, Chartered Financial...
Education
The Wharton School, University of Pennsylvania 1991 — 1993
Master of Business Administration (MBA), Finance, General
University of Virginia 1982 — 1986
Bachelor of Arts (B.A.), Economics
Danielle Eisenmann's Putnam Investments Experience September 2004 - January 2007
Job Senior Accounting Pricing Specialist at State Street
Industry Financial Services
Experience
State Street January 2007 - Present
Putnam Investments September 2004 - January 2007
Putnam Investments September 2000 - September 2004
Skills
Mutual Funds
Education
University of New Hampshire 1993 — 1997
Bachelor of Science (BS), Communication Sciences and Disorders, General
State Street January 2007 - Present
Putnam Investments September 2004 - January 2007
Putnam Investments September 2000 - September 2004
Skills
Mutual Funds
Education
University of New Hampshire 1993 — 1997
Bachelor of Science (BS), Communication Sciences and Disorders, General
Glenda Kay Sousa's Putnam Investments Experience 1995 - 2004
Job Sales Assistant at Elite Brands
Industry Food & Beverages
Experience
Elite Brands 2007 - Present
Zales Diamond Store Outlet 2005 - 2014
Putnam Investments 1995 - 2004
Skills
Management, Retail, PowerPoint, Customer Service, Sales, Inventory Management, Microsoft Office, Time Management, Merchandising, Teamwork, Retail Sales, Store Management
Education
University of Oklahoma
Bachelor of Business Administration (BBA), Finance, General, 3.0
Elite Brands 2007 - Present
Zales Diamond Store Outlet 2005 - 2014
Putnam Investments 1995 - 2004
Skills
Management, Retail, PowerPoint, Customer Service, Sales, Inventory Management, Microsoft Office, Time Management, Merchandising, Teamwork, Retail Sales, Store Management
Education
University of Oklahoma
Bachelor of Business Administration (BBA), Finance, General, 3.0
Elisa Black's Putnam Investments Experience August 1996 - January 2005
Job Client Service Analyst at Mercer
Industry
Experience
Mercer January 2005 - Present
Putnam Investments August 1996 - January 2005
Skills
401k, Retirement Benefits, Defined Contribution, Client Services, Retirement Planning, Customer Service
Education
University of Rhode Island
BA, Economics
Mercer January 2005 - Present
Putnam Investments August 1996 - January 2005
Skills
401k, Retirement Benefits, Defined Contribution, Client Services, Retirement Planning, Customer Service
Education
University of Rhode Island
BA, Economics
Philip Slevin's Putnam Investments Experience September 1995 - January 1998
Job Trader
Industry Financial Services
Experience
Self-employed May 2002 - Present
Parallax Fund, L.P. February 1998 - March 2002
Putnam Investments September 1995 - January 1998
Skills
Volatility, Proprietary Trading, Volatility Arbitrage, Trading Strategies, Market Making, Hedge Funds, Equity Derivatives, Trading, Options, Equities, Derivatives, Trading Systems, Alternative Investments, Investment Strategies, Portfolio Management, Mutual Funds, Investments, Asset Managment
Education
University of Notre Dame 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
Self-employed May 2002 - Present
Parallax Fund, L.P. February 1998 - March 2002
Putnam Investments September 1995 - January 1998
Skills
Volatility, Proprietary Trading, Volatility Arbitrage, Trading Strategies, Market Making, Hedge Funds, Equity Derivatives, Trading, Options, Equities, Derivatives, Trading Systems, Alternative Investments, Investment Strategies, Portfolio Management, Mutual Funds, Investments, Asset Managment
Education
University of Notre Dame 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
Barbara Goldman's Putnam Investments Experience June 1997 - June 2000
Job Client Services
Industry Financial Services
Experience
a Corporate Company February 2012 - Present
Computershare Inc January 2011 - December 2011
American Red Cross April 2011 - October 2011
Fine Art Productions January 2006 - January 2010
Kroll- Factual Data Inc July 2001 - November 2004
Putnam Investments June 1997 - June 2000
Skills
Series 6, Putnam..., Customer Service, Phone Skills, Event Planning, Call Center, Office Management, Superior Work Ethic, Microsoft Office, Technical Writing, CRM, Banking, Call Centers, Customer Retention, Finance, Management, Marketing, Problem Solving, Social Media Marketing, Sales
Education
University of Rochester
Bachelor of Arts (B.A.)
University of Rochester
Bachelor's degree
a Corporate Company February 2012 - Present
Computershare Inc January 2011 - December 2011
American Red Cross April 2011 - October 2011
Fine Art Productions January 2006 - January 2010
Kroll- Factual Data Inc July 2001 - November 2004
Putnam Investments June 1997 - June 2000
Skills
Series 6, Putnam..., Customer Service, Phone Skills, Event Planning, Call Center, Office Management, Superior Work Ethic, Microsoft Office, Technical Writing, CRM, Banking, Call Centers, Customer Retention, Finance, Management, Marketing, Problem Solving, Social Media Marketing, Sales
Education
University of Rochester
Bachelor of Arts (B.A.)
University of Rochester
Bachelor's degree