Putnam Investments
Putnam Investments is a privately owned investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Parent organization: Great-West Lifeco Customer service: 00 1 617-292-1000 Number of employees: 1,700+ CEO: Robert L. Reynolds (1 Jul 2008–) Headquarters: Boston, Massachusetts, United States Subsidiaries: PanAgora Asset Management, Inc.,
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Putnam Investments Employees
BridgePoint Group, LLC 2013 - Present
Fidelity Investments 2011 - 2012
Fidelity Investments 2007 - 2010
Fidelity Investments 2006 - 2007
Fidelity Investments 2005 - 2005
Mercer 2005 - 2005
Putnam Investments 2002 - 2005
Putnam Investments 1999 - 2001
Putnam Investments 1997 - 1999
Putnam Investments 1994 - 1997
Skills
Mutual Funds, Retirement, Investments, Series 63, 401k, Financial Services, CRM, Management, Series 7, Retirement Planning, Relationship Management
Education
University of San Diego
Bachelor of Arts, Communications & Business
Amazon Robotics July 2015 - Present
iRobot May 2011 - June 2015
A123 Systems October 2010 - May 2011
Phase Forward, Inc. July 2006 - October 2010
Kenexa April 2004 - July 2006
E5 Systems April 2003 - March 2004
NerveWire July 2000 - March 2003
Putnam Investments June 1998 - June 2000
Education
University of San Francisco
Bachelor of Science (B.S.), Organization Behavior
J.P. Morgan Asset Management August 2015 - Present
Putnam Investments January 2014 - July 2015
Putnam Investments September 2013 - January 2014
Greek Store and More January 2010 - April 2013
Kronos June 2012 - August 2012
Martha's Exchange March 2009 - August 2012
Attunity 2012 - 2012
BAE Systems May 2011 - August 2011
Skills
Management, Customer Satisfaction, Business Development, Time Management, Analytics, Microsoft Office, Qualtrics, Finance, Salesforce.com, Satmetrix, Customer Experience, Customer Oriented
Education
University of South Carolina - The Moore School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Corporate Finance and Management, 3.65
University of Autonoma Barcelona 2012 — 2012
Business Administration and Management, General
Bishop Guertin High School 2005 — 2009
Putnam Investments June 2015 - Present
Putnam Investments February 2015 - Present
AXA Advisors June 2014 - February 2015
Skills
Microsoft Excel, Microsoft Office, investments, Finance, Economics, securities, Financial Services
Education
University of Southern California 2011 — 2013
Bachelor of Arts (B.A.), Economics
WestView Investment Advisors January 2013 - Present
Nostrand Financial Planning, LLC January 2008 - December 2012
Putnam Investments February 2000 - January 2008
Fidelity Investments October 1996 - February 2000
Putnam Investments October 1995 - October 1996
Putnam Investments July 1992 - October 1995
Skills
Mutual Funds, Asset Allocation, Retirement Planning, Investments, Portfolio Management, Wealth Management, ETFs, Personal Finance, Equities, Asset Management, Fixed Income, Financial Planning
Education
University of Rochester - Simon Business School 1991 — 1992
M.B.A, Finance
University of Vermont 1982 — 1986
B.A., Economics
Colonial Life July 2013 - Present
Mutual of Omaha August 2012 - May 2014
Sold on Sunday August 2011 - August 2012
Fidelity Investments September 2005 - July 2011
Fidelity Investments August 2005 - July 2011
Liberty Tax Services September 2003 - August 2005
Putnam Investments March 2000 - August 2003
Skills
Series 7, Uniform Combined State..., Mutual Funds, 401k, Retirement Planning, Wealth Management, Asset Allocation, Securities, Investments, Fixed Annuities, Financial Advisory, Investment Advisory, Investment Strategies
Education
University of Southern California 1990 — 1994
B.A, Political Science
Cushing Academy
University of Southern California
B.A., Political Science