Putnam Investments
Description
Putnam Investments is a privately owned investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Parent organization: Great-West Lifeco Customer service: 00 1 617-292-1000 Number of employees: 1,700+ CEO: Robert L. Reynolds (1 Jul 2008–) Headquarters: Boston, Massachusetts, United States Subsidiaries: PanAgora Asset Management, Inc.,
Putnam Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Putnam Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Putnam Investments Employees
Employee
Years
Job
Industry
Joseph Taveira Joseph Taveira's Putnam Investments Experience September 2006 - September 2007
Job Senior VP, Finance at Audax Group
Industry Investment Management
Experience
Audax Group September 2007 - Present
Putnam Investments September 2006 - September 2007
Navigant Consulting June 2000 - September 2006
Skills
Financial Planning &..., Financial Modeling, Valuation, Asset Management, Due Diligence, Portfolio Management, Fixed Income, Investments, Capital Markets, Private Equity, Financial Analysis, Financial Services, Investment Management, Corporate Finance, Hedge Funds, Mergers & Acquisitions, Management Consulting, Alternative Investments, Business Valuation, Asset Allocation, Bloomberg, System Implementations, Project Management
Education
Boston College 1996 — 2000
BS, Finance, Strategic Management & Operations
Audax Group September 2007 - Present
Putnam Investments September 2006 - September 2007
Navigant Consulting June 2000 - September 2006
Skills
Financial Planning &..., Financial Modeling, Valuation, Asset Management, Due Diligence, Portfolio Management, Fixed Income, Investments, Capital Markets, Private Equity, Financial Analysis, Financial Services, Investment Management, Corporate Finance, Hedge Funds, Mergers & Acquisitions, Management Consulting, Alternative Investments, Business Valuation, Asset Allocation, Bloomberg, System Implementations, Project Management
Education
Boston College 1996 — 2000
BS, Finance, Strategic Management & Operations
Calvin E. Schmid, Ph.D.'s Putnam Investments Experience July 2000 - February 2002
Job Principal at The Ronin Consulting Group
Industry Management Consulting
Experience
The Ronin Consulting Group September 2004 - Present
Nestle Infant Nutrition/Gerber Life Insurance December 2006 - May 2009
Wyeth February 2002 - September 2004
Putnam Investments July 2000 - February 2002
JP Morgan September 1995 - July 2000
AlliedSignal December 1993 - September 1995
Warner Lambert May 1989 - December 1993
Marion Laboratories, Inc. August 1987 - May 1989
General Motors May 1982 - July 1987
Skills
Talent Management, Organizational..., Leadership Development, Executive Coaching, Organizational..., Culture Change, Succession Planning, Management Development, 360 Feedback, Executive Development, Coaching, Change Management, Strategic Planning, Employee Engagement, Cross-functional Team..., Organizational Design, Team Building, Process Improvement, Mentoring, Business Strategy, Human Resources, Leadership, Performance Management, Management, Employee Training, Business Process..., Labor Relations, Start-ups, Program Management, HRIS, Instructional Design, Employee Relations, Onboarding, Executive Search, Management Consulting, Career Development, Strategy, Workforce Planning, Analysis, Workshop Facilitation, Business Analysis, Project Planning, MBTI, Recruiting, Interviews, Personnel Management, Employee Benefits, Deferred Compensation, HR Transformation, Talent Acquisition
Education
Boston College 1980 — 1987
Ph.D., Psychology
Boston College 1976 — 1980
MA Psychology, Social and Community Psychology
Boston University 1970 — 1976
Bachelor of Arts (B.A.), Psychology
x
The Ronin Consulting Group September 2004 - Present
Nestle Infant Nutrition/Gerber Life Insurance December 2006 - May 2009
Wyeth February 2002 - September 2004
Putnam Investments July 2000 - February 2002
JP Morgan September 1995 - July 2000
AlliedSignal December 1993 - September 1995
Warner Lambert May 1989 - December 1993
Marion Laboratories, Inc. August 1987 - May 1989
General Motors May 1982 - July 1987
Skills
Talent Management, Organizational..., Leadership Development, Executive Coaching, Organizational..., Culture Change, Succession Planning, Management Development, 360 Feedback, Executive Development, Coaching, Change Management, Strategic Planning, Employee Engagement, Cross-functional Team..., Organizational Design, Team Building, Process Improvement, Mentoring, Business Strategy, Human Resources, Leadership, Performance Management, Management, Employee Training, Business Process..., Labor Relations, Start-ups, Program Management, HRIS, Instructional Design, Employee Relations, Onboarding, Executive Search, Management Consulting, Career Development, Strategy, Workforce Planning, Analysis, Workshop Facilitation, Business Analysis, Project Planning, MBTI, Recruiting, Interviews, Personnel Management, Employee Benefits, Deferred Compensation, HR Transformation, Talent Acquisition
Education
Boston College 1980 — 1987
Ph.D., Psychology
Boston College 1976 — 1980
MA Psychology, Social and Community Psychology
Boston University 1970 — 1976
Bachelor of Arts (B.A.), Psychology
x
Jeffrey Caldwell Jeffrey Caldwell's Putnam Investments Experience 1991 - 2001
Job Senior Associate Secretary and Director of Administration, Harvard University
Industry Higher Education
Experience
Harvard University August 2012 - Present
Harvard Kennedy School of Government December 2011 - August 2012
Harvard University Kennedy School July 2007 - December 2011
John F. Kennedy School of Government at Harvard University May 2006 - July 2007
Coaltion for Equality in New Mexico 2002 - 2004
Putnam Investments 1991 - 2001
Skills
Program Management, Community Building, Higher Education, Program Development, Program Evaluation, Community Outreach, Public Policy, Policy, Training, Leadership
Education
Harvard University Graduate School of Education 2009 — 2011
EdM, Higher Education
Boston College 1985 — 1989
AB, Political Science
Harvard University August 2012 - Present
Harvard Kennedy School of Government December 2011 - August 2012
Harvard University Kennedy School July 2007 - December 2011
John F. Kennedy School of Government at Harvard University May 2006 - July 2007
Coaltion for Equality in New Mexico 2002 - 2004
Putnam Investments 1991 - 2001
Skills
Program Management, Community Building, Higher Education, Program Development, Program Evaluation, Community Outreach, Public Policy, Policy, Training, Leadership
Education
Harvard University Graduate School of Education 2009 — 2011
EdM, Higher Education
Boston College 1985 — 1989
AB, Political Science
Brian Whalen, CFP®, CIMA®'s Putnam Investments Experience August 1995 - March 2003
Job Principal at Stribling~Whalen Financial Group, an Independent firm affiliated with Raymond James Fin. Services
Industry Financial Services
Experience
Stribling~Whalen Financial Group, an Independent firm affiliated with Raymond James Fin. Services May 2015 - Present
Stribling~Whalen Financial Group of Wells Fargo Advisors, LLC March 2012 - April 2015
Capital Group June 2003 - March 2012
Putnam Investments August 1995 - March 2003
Van Kampen Merritt June 1994 - August 1995
Education
Boston College 1988 — 1990
BA, Economics, Magna Cum Laude
Stribling~Whalen Financial Group, an Independent firm affiliated with Raymond James Fin. Services May 2015 - Present
Stribling~Whalen Financial Group of Wells Fargo Advisors, LLC March 2012 - April 2015
Capital Group June 2003 - March 2012
Putnam Investments August 1995 - March 2003
Van Kampen Merritt June 1994 - August 1995
Education
Boston College 1988 — 1990
BA, Economics, Magna Cum Laude
Corinne (Gabelli) Fallon's Putnam Investments Experience January 2007 - May 2007
Job Senior Specialist, Executive Services at Marsh & McLennan Companies, Inc.
Industry Events Services
Experience
Marsh & McLennan Companies, Inc. June 2007 - Present
Putnam Investments January 2007 - May 2007
Nine West Group May 2005 - August 2005
Gabelli Asset Management 1998 - 2004
Irish America Magazine January 2003 - June 2003
Skills
Program Management, Marketing, Event Management, Event Planning, Negotiation, Social Media, Fundraising, Management, Public Relations, Customer Service, Sales
Education
Boston College 2003 — 2007
B.A., Communications & Theology
School of the Holy Child High School, Rye NY
Marsh & McLennan Companies, Inc. June 2007 - Present
Putnam Investments January 2007 - May 2007
Nine West Group May 2005 - August 2005
Gabelli Asset Management 1998 - 2004
Irish America Magazine January 2003 - June 2003
Skills
Program Management, Marketing, Event Management, Event Planning, Negotiation, Social Media, Fundraising, Management, Public Relations, Customer Service, Sales
Education
Boston College 2003 — 2007
B.A., Communications & Theology
School of the Holy Child High School, Rye NY
Lisa Quinn's Putnam Investments Experience 2000 - 2002
Job Marketing Channel Director
Industry Investment Management
Experience
F-Squared Investments September 2010 - August 2015
Putnam Investments 2000 - 2002
Putnam Investments 1997 - 2000
Putnam Investments 1994 - 1997
Skills
Mutual Funds, Alternative Investments, Finance, Budgets, Asset Allocation, Marketing, Retirement Planning, Series 7, Wealth Management
Education
Boston College 1990 — 1994
BS, Finance
Ursuline Academy 1990 — 1994
Diploma
F-Squared Investments September 2010 - August 2015
Putnam Investments 2000 - 2002
Putnam Investments 1997 - 2000
Putnam Investments 1994 - 1997
Skills
Mutual Funds, Alternative Investments, Finance, Budgets, Asset Allocation, Marketing, Retirement Planning, Series 7, Wealth Management
Education
Boston College 1990 — 1994
BS, Finance
Ursuline Academy 1990 — 1994
Diploma
Carl Hassett Carl Hassett's Putnam Investments Experience July 2007 - July 2008
Job President of Jibe Films, LLC
Industry Entertainment
Experience
Jibe Films, LLC July 2012 - Present
Eaton Vance August 2008 - July 2012
Putnam Investments July 2007 - July 2008
Putnam Investments February 2007 - July 2007
Northwestern Mutual October 2005 - May 2006
Skills
Investments, Asset Allocation, Alternative Investments, Mutual Funds, Solution Selling, Series 79, Series 7, Series 65, Series 63, Series 6, Limited Partnerships, Video Production, Directing, Videography, Film Editing, Marketing Strategy, Final Cut Pro, Canon DSLR, Video Camera, Photography, Wordpress, Website Design
Education
University of Massachusetts Dartmouth 2002 — 2006
Bachelor of Science (B.S.), Marketing
Bond University 2005 — 2006
Jibe Films, LLC July 2012 - Present
Eaton Vance August 2008 - July 2012
Putnam Investments July 2007 - July 2008
Putnam Investments February 2007 - July 2007
Northwestern Mutual October 2005 - May 2006
Skills
Investments, Asset Allocation, Alternative Investments, Mutual Funds, Solution Selling, Series 79, Series 7, Series 65, Series 63, Series 6, Limited Partnerships, Video Production, Directing, Videography, Film Editing, Marketing Strategy, Final Cut Pro, Canon DSLR, Video Camera, Photography, Wordpress, Website Design
Education
University of Massachusetts Dartmouth 2002 — 2006
Bachelor of Science (B.S.), Marketing
Bond University 2005 — 2006
Mark Foster, AIF® Mark Foster, AIF®'s Putnam Investments Experience May 1996 - April 2004
Job Retirement Plan Consultant at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group August 2012 - Present
CIGNA October 2007 - June 2012
The Hartford April 2004 - October 2007
Putnam Investments May 1996 - April 2004
Skills
Life & Health Insurance..., 401k, Defined Benefit, Employee Benefits, Retirement, Defined Contribution, Mutual Funds, ERISA, Pensions, Disability Insurance, Insurance, Retirement Planning, Underwriting, Relationship Management, Life Insurance, Financial Advisory, Wealth Management, Investment Strategies, Securities, Financial Services
Education
Boston College 1994 — 1996
Economics
Colby College 1992 — 1994
Economics
GDA
SageView Advisory Group August 2012 - Present
CIGNA October 2007 - June 2012
The Hartford April 2004 - October 2007
Putnam Investments May 1996 - April 2004
Skills
Life & Health Insurance..., 401k, Defined Benefit, Employee Benefits, Retirement, Defined Contribution, Mutual Funds, ERISA, Pensions, Disability Insurance, Insurance, Retirement Planning, Underwriting, Relationship Management, Life Insurance, Financial Advisory, Wealth Management, Investment Strategies, Securities, Financial Services
Education
Boston College 1994 — 1996
Economics
Colby College 1992 — 1994
Economics
GDA
Rebecca Mauzy's Putnam Investments Experience April 2000 - June 2003
Job VP Product Management at AdColony
Industry Marketing and Advertising
Experience
AdColony February 2012 - Present
AdColony September 2010 - February 2012
Loyola Marymount University November 2009 - September 2010
Boston College December 2006 - June 2009
Boston College August 2004 - November 2006
RAM Scientific, Inc. August 2003 - August 2004
Putnam Investments April 2000 - June 2003
Ames Safety Envelope Co. November 1999 - March 2000
Skills
People Management, Customer Relations, Advertising, Production, Excel, Product Management, Mobile Solutions, Mobile Technology, Mobile Advertising, Social Media, Solutions Marketing, Marketing, Mobile Games, Customer Service, Management, Mobile Devices, Direct Mail, Start-ups, Microsoft Excel, Digital Media, Mobile Marketing, iPhone, Facebook, Project Management, Product Marketing, Strategic Partnerships, Online Marketing, Product Development, Sales, Monetization
Education
Boston College 1993 — 1997
B.S.
Newton South High School 1989 — 1993
AdColony February 2012 - Present
AdColony September 2010 - February 2012
Loyola Marymount University November 2009 - September 2010
Boston College December 2006 - June 2009
Boston College August 2004 - November 2006
RAM Scientific, Inc. August 2003 - August 2004
Putnam Investments April 2000 - June 2003
Ames Safety Envelope Co. November 1999 - March 2000
Skills
People Management, Customer Relations, Advertising, Production, Excel, Product Management, Mobile Solutions, Mobile Technology, Mobile Advertising, Social Media, Solutions Marketing, Marketing, Mobile Games, Customer Service, Management, Mobile Devices, Direct Mail, Start-ups, Microsoft Excel, Digital Media, Mobile Marketing, iPhone, Facebook, Project Management, Product Marketing, Strategic Partnerships, Online Marketing, Product Development, Sales, Monetization
Education
Boston College 1993 — 1997
B.S.
Newton South High School 1989 — 1993
Michael Travaglini's Putnam Investments Experience June 2014 - Present
Job Regional Marketing Associate Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2014 - Present
Putnam Investments November 2013 - May 2014
State Street Bank February 2013 - October 2013
State Street July 2011 - February 2013
Wave Equity Partners June 2010 - September 2010
Education
Boston College 2007 — 2011
Bachelors, Finance and Marketing
St. John's Prep High School 2003 — 2007
Putnam Investments June 2014 - Present
Putnam Investments November 2013 - May 2014
State Street Bank February 2013 - October 2013
State Street July 2011 - February 2013
Wave Equity Partners June 2010 - September 2010
Education
Boston College 2007 — 2011
Bachelors, Finance and Marketing
St. John's Prep High School 2003 — 2007
Matthew Culley's Putnam Investments Experience August 2012 - Present
Job Equity Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments August 2012 - Present
Putnam Investments April 2012 - August 2012
Putnam Investments July 2008 - March 2012
Finish One May 2004 - July 2007
Skills
Equity Research, Technology, Fundamental Research, Financial Modeling, Industry Analysis, Investments, Gaming Industry, Technology Services, IT Outsourcing, Consumer Staples, Alcoholic Beverages, Food & Beverage, Tobacco Industry
Education
Boston College 2004 — 2008
BSc, Finance, Economics
Holliston High School 2000 — 2004
Putnam Investments August 2012 - Present
Putnam Investments April 2012 - August 2012
Putnam Investments July 2008 - March 2012
Finish One May 2004 - July 2007
Skills
Equity Research, Technology, Fundamental Research, Financial Modeling, Industry Analysis, Investments, Gaming Industry, Technology Services, IT Outsourcing, Consumer Staples, Alcoholic Beverages, Food & Beverage, Tobacco Industry
Education
Boston College 2004 — 2008
BSc, Finance, Economics
Holliston High School 2000 — 2004
Jason Statuta's Putnam Investments Experience 1996 - 2005
Job Vice President, Regional Director at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2005 - Present
Pioneer Investments 2003 - 2005
Putnam Investments 1996 - 2005
Skills
Financial Services, Asset Allocation, Portfolio Management, Sales, Client Relations Skills, 401k, Hedge Funds, Retirement Planning, Mutual Funds, Series 7, Series 63, Investments, Separately Managed..., Asset Management, Wealth Management
Education
Boston College 1990 — 1994
BA, Economics
St. John's High School 1986 — 1990
Goldman Sachs June 2005 - Present
Pioneer Investments 2003 - 2005
Putnam Investments 1996 - 2005
Skills
Financial Services, Asset Allocation, Portfolio Management, Sales, Client Relations Skills, 401k, Hedge Funds, Retirement Planning, Mutual Funds, Series 7, Series 63, Investments, Separately Managed..., Asset Management, Wealth Management
Education
Boston College 1990 — 1994
BA, Economics
St. John's High School 1986 — 1990
Abigail Harris Abigail Harris's Putnam Investments Experience June 2011 - November 2013
Job Private Wealth Management at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2014 - Present
Putnam Investments June 2011 - November 2013
Putnam Investments June 2011 - January 2012
Skills
PowerPoint, Excel, Social Media, Writing, Word, Microsoft Office
Education
Colby College 2007 — 2011
Bachelor of Arts (BA), English Language and Literature/Letters
Birkbeck College, University of London 2009 — 2010
Hingham High School
Goldman Sachs May 2014 - Present
Putnam Investments June 2011 - November 2013
Putnam Investments June 2011 - January 2012
Skills
PowerPoint, Excel, Social Media, Writing, Word, Microsoft Office
Education
Colby College 2007 — 2011
Bachelor of Arts (BA), English Language and Literature/Letters
Birkbeck College, University of London 2009 — 2010
Hingham High School
Janet Sweeney's Putnam Investments Experience November 2002 - July 2007
Job Senior Vice President at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management May 2014 - Present
Payden & Rygel Investment Management December 2011 - April 2014
Sun Life Financial September 2007 - January 2011
Putnam Investments November 2002 - July 2007
Putnam Investments November 1998 - November 2002
Putnam Investments January 1989 - November 1998
Putnam Investments July 1987 - January 1989
Tucker, Anthony & R. L. Day, Inc. May 1983 - May 1987
Skills
Sales Operations, Series 24, Series 63, Sales Management, Sales Process, Licensing, Strategy
Education
Boston College 1979 — 1983
Bachelor of Arts, Communications
Lazard Asset Management May 2014 - Present
Payden & Rygel Investment Management December 2011 - April 2014
Sun Life Financial September 2007 - January 2011
Putnam Investments November 2002 - July 2007
Putnam Investments November 1998 - November 2002
Putnam Investments January 1989 - November 1998
Putnam Investments July 1987 - January 1989
Tucker, Anthony & R. L. Day, Inc. May 1983 - May 1987
Skills
Sales Operations, Series 24, Series 63, Sales Management, Sales Process, Licensing, Strategy
Education
Boston College 1979 — 1983
Bachelor of Arts, Communications
Ann Marie Foran, CFA's Putnam Investments Experience 2002 - 2005
Job Investment Strategist at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management April 2014 - Present
The Boston Company Asset Management 2007 - 2013
Putnam Investments 2002 - 2005
UAM Investment Services 1997 - 2001
NatWest Investment Management / BRS Capital Management 1987 - 1996
Skills
Portfolio Management, Equities, Asset Allocation, Investment Strategies, Investments, Mutual Funds, Investment Management, Hedge Funds, Alternative Investments, Strategy, Capital Markets, Equity Research, Asset Management
Education
Boston College 1983 — 1987
Bachelor of Arts (B.A.), Economics
Natixis Global Asset Management April 2014 - Present
The Boston Company Asset Management 2007 - 2013
Putnam Investments 2002 - 2005
UAM Investment Services 1997 - 2001
NatWest Investment Management / BRS Capital Management 1987 - 1996
Skills
Portfolio Management, Equities, Asset Allocation, Investment Strategies, Investments, Mutual Funds, Investment Management, Hedge Funds, Alternative Investments, Strategy, Capital Markets, Equity Research, Asset Management
Education
Boston College 1983 — 1987
Bachelor of Arts (B.A.), Economics
Kathleen Yatsuhashi's Putnam Investments Experience 2001 - 2003
Job Associate Director Production Support at RGI Informatics, LLC
Industry Information Technology and Services
Experience
RGI Informatics, LLC August 2013 - Present
RGI Informatics LLC December 2011 - July 2013
Gurnet Consulting September 2010 - September 2011
Putnam Investments 2001 - 2003
Fleet Bank 2000 - 2000
Skills
Data Warehousing, Business Intelligence, Integration, ETL, Requirements Analysis, Data Modeling, SDLC, Database Design, Software Project..., Enterprise Architecture, Requirements Gathering, Unix, Oracle, Data Integration, DB2, Business Analysis
Education
Boston College 1987 — 1991
Bachelor of Arts (BA), Mathematics with a minor in Computer Science
RGI Informatics, LLC August 2013 - Present
RGI Informatics LLC December 2011 - July 2013
Gurnet Consulting September 2010 - September 2011
Putnam Investments 2001 - 2003
Fleet Bank 2000 - 2000
Skills
Data Warehousing, Business Intelligence, Integration, ETL, Requirements Analysis, Data Modeling, SDLC, Database Design, Software Project..., Enterprise Architecture, Requirements Gathering, Unix, Oracle, Data Integration, DB2, Business Analysis
Education
Boston College 1987 — 1991
Bachelor of Arts (BA), Mathematics with a minor in Computer Science
Edward Sheldon Edward Sheldon's Putnam Investments Experience January 1996 - January 1999
Job Pension Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2006 - Present
Fidelity Investments June 2002 - January 2006
Fidelity Investments June 1999 - July 2002
Putnam Investments January 1996 - January 1999
The New England September 1987 - January 1996
Education
Framingham State University 1983 — 1987
BA, Economics
Berkshire Community College 1981 — 1982
Fidelity Investments January 2006 - Present
Fidelity Investments June 2002 - January 2006
Fidelity Investments June 1999 - July 2002
Putnam Investments January 1996 - January 1999
The New England September 1987 - January 1996
Education
Framingham State University 1983 — 1987
BA, Economics
Berkshire Community College 1981 — 1982
Saikrishna Rao Saikrishna Rao's Putnam Investments Experience 2003 - August 2010
Job Senior Software Engineer Developer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments August 2010 - July 2012
Wipro Ltd 2003 - August 2010
Putnam Investments 2003 - August 2010
Skills
SOA, Web Services, Spring-Webservices, WebSphere Application..., Websphere MQ, Objective-C, iOS development, WebSphere MQ
Education
Birla Institute of Technology 2003 — 2007
MS, Software Engineering
Osmania University 2000 — 2003
BCA, Computer Applications
Fidelity Investments July 2012 - Present
Fidelity Investments August 2010 - July 2012
Wipro Ltd 2003 - August 2010
Putnam Investments 2003 - August 2010
Skills
SOA, Web Services, Spring-Webservices, WebSphere Application..., Websphere MQ, Objective-C, iOS development, WebSphere MQ
Education
Birla Institute of Technology 2003 — 2007
MS, Software Engineering
Osmania University 2000 — 2003
BCA, Computer Applications
Gabrielle Gosselin's Putnam Investments Experience December 2012 - September 2013
Job Executive Assistant at Fox News Channel
Industry Broadcast Media
Experience
Fox News Channel January 2015 - Present
National Beer Wholesalers Association September 2013 - January 2015
Putnam Investments December 2012 - September 2013
Morgan Stanley October 2012 - December 2012
Winthrop Community Access Television June 2012 - October 2012
WCVB-TV News January 2012 - May 2012
Boston College September 2009 - May 2012
Chronicle at WCVB-TV September 2011 - December 2011
Spanish Beisbol Network April 2010 - August 2011
Skills
Social Media, Broadcast, Social Media Marketing, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Baseball, ENPS, Spanish, Cpr Certified, First Aid, News Writing, Video Production, Television
Education
Boston College 2008 — 2012
Bachelor of Arts (BA), Communication and Media Studies
Universitat Pompeu Fabra 2011 — 2011
Bachelor's degree, Communication and Media Studies
Fox News Channel January 2015 - Present
National Beer Wholesalers Association September 2013 - January 2015
Putnam Investments December 2012 - September 2013
Morgan Stanley October 2012 - December 2012
Winthrop Community Access Television June 2012 - October 2012
WCVB-TV News January 2012 - May 2012
Boston College September 2009 - May 2012
Chronicle at WCVB-TV September 2011 - December 2011
Spanish Beisbol Network April 2010 - August 2011
Skills
Social Media, Broadcast, Social Media Marketing, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Baseball, ENPS, Spanish, Cpr Certified, First Aid, News Writing, Video Production, Television
Education
Boston College 2008 — 2012
Bachelor of Arts (BA), Communication and Media Studies
Universitat Pompeu Fabra 2011 — 2011
Bachelor's degree, Communication and Media Studies
Patrick Quinlivan's Putnam Investments Experience August 2014 - Present
Job Regional Marketing Director | Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments August 2014 - Present
Putnam Investments June 2012 - August 2014
Boston College Sports Radio January 2009 - May 2012
Boston Cannons May 2011 - September 2011
Skills
Series 63, Financial Services, Mutual Funds, Sales, Series 7, Series 6, Salesforce.com
Education
Boston College 2008 — 2012
Bachelor of Arts (BA), Economics, Communications
St. John’s High School 2004 — 2008
Putnam Investments August 2014 - Present
Putnam Investments June 2012 - August 2014
Boston College Sports Radio January 2009 - May 2012
Boston Cannons May 2011 - September 2011
Skills
Series 63, Financial Services, Mutual Funds, Sales, Series 7, Series 6, Salesforce.com
Education
Boston College 2008 — 2012
Bachelor of Arts (BA), Economics, Communications
St. John’s High School 2004 — 2008
Bill Holtham's Putnam Investments Experience September 1997 - March 2003
Job Senior Sales Executive
Industry Financial Services
Experience
ALPS Fund Distributors October 2014 - Present
Capital Plan Advisors May 2014 - September 2014
MassMutual Financial Group/The Hartford Retirement Plans Group March 2008 - May 2014
MFS Investment Management November 2005 - March 2008
MFS Investment Management October 2003 - November 2005
Putnam Investments September 1997 - March 2003
Skills
401k, Retirement, Mutual Funds, Retirement Planning, Series 7, Series 6, Series 63, Fixed Annuities, Investments, Wealth Management, Strategic Financial..., Life Insurance, Defined Contribution, Financial Advisory, Pensions
Education
Boston College 1991 — 1995
Bachelor of Science (BS), Accounting and Finance
Salzburg College, Salzburg, Austria
International Studies, Semester seminar focusing on Austrian politics and economics
ALPS Fund Distributors October 2014 - Present
Capital Plan Advisors May 2014 - September 2014
MassMutual Financial Group/The Hartford Retirement Plans Group March 2008 - May 2014
MFS Investment Management November 2005 - March 2008
MFS Investment Management October 2003 - November 2005
Putnam Investments September 1997 - March 2003
Skills
401k, Retirement, Mutual Funds, Retirement Planning, Series 7, Series 6, Series 63, Fixed Annuities, Investments, Wealth Management, Strategic Financial..., Life Insurance, Defined Contribution, Financial Advisory, Pensions
Education
Boston College 1991 — 1995
Bachelor of Science (BS), Accounting and Finance
Salzburg College, Salzburg, Austria
International Studies, Semester seminar focusing on Austrian politics and economics
Marilyn (Wrenn) Mitchell's Putnam Investments Experience 1998 - 1999
Job Business Development & Channel Relations Consultant at Voya Retirement Advisors, LLC
Industry Financial Services
Experience
Voya Retirement Advisors, LLC February 2013 - Present
ING Investment Advisors, LLC June 2010 - February 2013
ING April 2001 - July 2010
CitiStreet 2001 - 2008
Sharon Merrill Associates September 2000 - April 2001
Putnam Investments 1998 - 1999
Mercer 1998 - 1999
Skills
Registered..., Retirement, Financial Services, Business Development, Training, Relationship Management, Investments, Risk Management, Series 6, Retirement Planning, Mutual Funds, Business Analysis, Strategy, Process Improvement, Financial Advisory, Insurance, 401k, Leadership
Education
Boston College 1998 — 2000
M. Ed., Education
Dartmouth College 1992 — 1996
Bachelor of Arts, Geography
Voya Retirement Advisors, LLC February 2013 - Present
ING Investment Advisors, LLC June 2010 - February 2013
ING April 2001 - July 2010
CitiStreet 2001 - 2008
Sharon Merrill Associates September 2000 - April 2001
Putnam Investments 1998 - 1999
Mercer 1998 - 1999
Skills
Registered..., Retirement, Financial Services, Business Development, Training, Relationship Management, Investments, Risk Management, Series 6, Retirement Planning, Mutual Funds, Business Analysis, Strategy, Process Improvement, Financial Advisory, Insurance, 401k, Leadership
Education
Boston College 1998 — 2000
M. Ed., Education
Dartmouth College 1992 — 1996
Bachelor of Arts, Geography
Stephen DiCarlo Jr's Putnam Investments Experience June 2012 - October 2013
Job Finance Professional
Industry Financial Services
Experience
MFS Investment Management March 2014 - July 2015
AXA Advisors December 2013 - February 2014
Putnam Investments June 2012 - October 2013
State Street Global Advisors June 2011 - August 2011
Skills
Series 6, Series 63, Mutual Funds, Series 7, Financial Services
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics
St. John's Preparatory High School 2004 — 2008
MFS Investment Management March 2014 - July 2015
AXA Advisors December 2013 - February 2014
Putnam Investments June 2012 - October 2013
State Street Global Advisors June 2011 - August 2011
Skills
Series 6, Series 63, Mutual Funds, Series 7, Financial Services
Education
Boston College 2008 — 2012
Bachelor of Arts (B.A.), Economics
St. John's Preparatory High School 2004 — 2008
Rich Callinan, CIMA®'s Putnam Investments Experience 1995 - 2008
Job Vice President at PIMCO
Industry Financial Services
Experience
PIMCO 2011 - Present
Allianz Global Investors 2008 - 2011
Putnam Investments 1995 - 2008
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Separately Managed..., Alternative Investments, Series 65, ETFs, Series 6, Series 24, Investment Strategies, Wealth Management, Asset Management, Investment Advisory, FINRA, Uniform Combined State..., Fixed Income, 401k, Securities, Hedge Funds, Retirement Planning
Education
Bob Jones University 1991 — 1994
B S, Financial Management
PIMCO 2011 - Present
Allianz Global Investors 2008 - 2011
Putnam Investments 1995 - 2008
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Separately Managed..., Alternative Investments, Series 65, ETFs, Series 6, Series 24, Investment Strategies, Wealth Management, Asset Management, Investment Advisory, FINRA, Uniform Combined State..., Fixed Income, 401k, Securities, Hedge Funds, Retirement Planning
Education
Bob Jones University 1991 — 1994
B S, Financial Management
Matthew Buxton's Putnam Investments Experience March 1999 - December 2009
Job Director, Relationship Management at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management June 2010 - Present
Putnam Investments March 1999 - December 2009
Skills
Business Relationship..., Client Service, New Business Development, Investments, Institutional, Institutional Investors, Investment Management, Institutional..., CRM, Business Development, Mutual Funds, Alternative Investments, Relationship Management, Asset Allocation, Fixed Income, Financial Services, Client Services, Hedge Funds, Equities, Asset Management
Education
Boston College 2004 — 2007
Bachelor of Arts, History
Jacksonville University 1995 — 1998
North Middlesex Regional 1990 — 1994
Manulife Asset Management June 2010 - Present
Putnam Investments March 1999 - December 2009
Skills
Business Relationship..., Client Service, New Business Development, Investments, Institutional, Institutional Investors, Investment Management, Institutional..., CRM, Business Development, Mutual Funds, Alternative Investments, Relationship Management, Asset Allocation, Fixed Income, Financial Services, Client Services, Hedge Funds, Equities, Asset Management
Education
Boston College 2004 — 2007
Bachelor of Arts, History
Jacksonville University 1995 — 1998
North Middlesex Regional 1990 — 1994
Subrata Ghose Subrata Ghose's Putnam Investments Experience April 2008 - April 2011
Job Equity Research Analyst at Lord Abbett
Industry Financial Services
Experience
Lord Abbett April 2011 - Present
Putnam Investments April 2008 - April 2011
OppenheimerFunds 2000 - 2007
Fidelity Investments 1995 - 2000
Interleaf 1993 - 1994
Skills
Asset Managment, Investments, Financial Modeling, Capital Markets, Securities, Investment Management, Financial Analysis
Education
Northeastern University 1994 — 1996
MBA, Finance
University of Massachusetts, Amherst 1990 — 1993
MS, Computer Science
Birla Institute of Technology 1986 — 1990
B.E., Computer Science
Lord Abbett April 2011 - Present
Putnam Investments April 2008 - April 2011
OppenheimerFunds 2000 - 2007
Fidelity Investments 1995 - 2000
Interleaf 1993 - 1994
Skills
Asset Managment, Investments, Financial Modeling, Capital Markets, Securities, Investment Management, Financial Analysis
Education
Northeastern University 1994 — 1996
MBA, Finance
University of Massachusetts, Amherst 1990 — 1993
MS, Computer Science
Birla Institute of Technology 1986 — 1990
B.E., Computer Science
Dan Monahan's Putnam Investments Experience May 2010 - January 2011
Job Sales Team Lead at ZeroTurnaround
Industry Computer Software
Experience
ZeroTurnaround January 2015 - Present
ZeroTurnaround May 2013 - December 2014
John Hancock Financial Services May 2011 - January 2012
Putnam Investments May 2010 - January 2011
Skills
Java, Sales, Lead Generation, Java Enterprise Edition, Team Leadership, Web Applications, Salesforce.com, Sourcing, Business Development, Enterprise Software, SaaS, Management, CRM, Agile Methodologies, Leadership
Education
Northeastern University 2008 — 2013
D'Amore-Mckim School of Business (B.S.), Finance
Bond University 2012 — 2012
Study Abroad l Gold Coast, Australia
Newton North High School 2005 — 2008
ZeroTurnaround January 2015 - Present
ZeroTurnaround May 2013 - December 2014
John Hancock Financial Services May 2011 - January 2012
Putnam Investments May 2010 - January 2011
Skills
Java, Sales, Lead Generation, Java Enterprise Edition, Team Leadership, Web Applications, Salesforce.com, Sourcing, Business Development, Enterprise Software, SaaS, Management, CRM, Agile Methodologies, Leadership
Education
Northeastern University 2008 — 2013
D'Amore-Mckim School of Business (B.S.), Finance
Bond University 2012 — 2012
Study Abroad l Gold Coast, Australia
Newton North High School 2005 — 2008
Sean Healy Sean Healy's Putnam Investments Experience July 2012 - Present
Job Strategic Relationship Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2012 - Present
Putnam Investments January 2012 - August 2012
Putnam Investments January 2010 - December 2011
Putnam Investments January 2009 - December 2009
Northwoods League May 2008 - September 2008
Chatham Bars Inn May 2007 - December 2007
Skills
Series 6, Series 63, Series 7, Morningstar, Mutual Funds, Salesforce.com, Alternative Investments, Microsoft Excel, Financial Analysis, FINRA, Fixed Income, PowerPoint, Finance
Education
Suffolk University - Sawyer School of Management 2009 — 2013
MBA, Finance
Boston College 2003 — 2007
Sociology
Putnam Investments July 2012 - Present
Putnam Investments January 2012 - August 2012
Putnam Investments January 2010 - December 2011
Putnam Investments January 2009 - December 2009
Northwoods League May 2008 - September 2008
Chatham Bars Inn May 2007 - December 2007
Skills
Series 6, Series 63, Series 7, Morningstar, Mutual Funds, Salesforce.com, Alternative Investments, Microsoft Excel, Financial Analysis, FINRA, Fixed Income, PowerPoint, Finance
Education
Suffolk University - Sawyer School of Management 2009 — 2013
MBA, Finance
Boston College 2003 — 2007
Sociology
Barathwaj Ramamoorthy's Putnam Investments Experience July 2006 - December 2006
Job Sr. Ecommerce Web Developer at ShopRunner
Industry Health, Wellness and Fitness
Experience
ShopRunner February 2011 - Present
Biogen Idec November 2008 - January 2011
Aware, Inc. 2008 - 2008
First Marblehead Education Resources 2007 - 2008
Putnam Investments July 2006 - December 2006
SAS May 2005 - June 2006
Ivesia Solutions 2003 - 2005
Skills
Spring, Java Enterprise Edition, Web Services, JSON, Hibernate, jQuery, JSP, Tomcat, XML, JUnit, Maven, PL/SQL, JSF, Apache, Java, HTML, XSLT, Integration, SOA, Sun Certified Java..., E-commerce, Scrum
Education
Bharathidasan University 1995 — 1999
BE, Computer science and engineering
ShopRunner February 2011 - Present
Biogen Idec November 2008 - January 2011
Aware, Inc. 2008 - 2008
First Marblehead Education Resources 2007 - 2008
Putnam Investments July 2006 - December 2006
SAS May 2005 - June 2006
Ivesia Solutions 2003 - 2005
Skills
Spring, Java Enterprise Edition, Web Services, JSON, Hibernate, jQuery, JSP, Tomcat, XML, JUnit, Maven, PL/SQL, JSF, Apache, Java, HTML, XSLT, Integration, SOA, Sun Certified Java..., E-commerce, Scrum
Education
Bharathidasan University 1995 — 1999
BE, Computer science and engineering
Todd Drake Todd Drake's Putnam Investments Experience 1991 - 1995
Job Sr. Account Executive at Boomerang Commerce
Industry Online Media
Experience
Boomerang Commerce April 2015 - Present
Tealium December 2013 - August 2014
Demandware May 2012 - November 2013
Adobe January 2005 - April 2012
Rapt 2003 - 2005
SeeBeyond 2000 - 2003
Thomson Reuters 1995 - 2000
Putnam Investments 1991 - 1995
Skills
Thought Leadership, Web 2.0, Selling, E-commerce, Executive Management, SEO, Social Networking, Online Advertising, Webinars, SaaS, Digital Marketing, Digital Media, B2B, Online Marketing, Integrated Marketing, Cloud Computing, Multi-channel Marketing, Enterprise Software, User Experience, Lead Generation, Management, Salesforce.com, Strategic Partnerships, Web Analytics, Analytics, SEM, CRM, Omniture, Mobile Marketing, Email Marketing, Sales
Education
Boston Architectural Center 1988 — 1991
The University of Connecticut 1985 — 1987
Kent School 1982 — 1985
Boomerang Commerce April 2015 - Present
Tealium December 2013 - August 2014
Demandware May 2012 - November 2013
Adobe January 2005 - April 2012
Rapt 2003 - 2005
SeeBeyond 2000 - 2003
Thomson Reuters 1995 - 2000
Putnam Investments 1991 - 1995
Skills
Thought Leadership, Web 2.0, Selling, E-commerce, Executive Management, SEO, Social Networking, Online Advertising, Webinars, SaaS, Digital Marketing, Digital Media, B2B, Online Marketing, Integrated Marketing, Cloud Computing, Multi-channel Marketing, Enterprise Software, User Experience, Lead Generation, Management, Salesforce.com, Strategic Partnerships, Web Analytics, Analytics, SEM, CRM, Omniture, Mobile Marketing, Email Marketing, Sales
Education
Boston Architectural Center 1988 — 1991
The University of Connecticut 1985 — 1987
Kent School 1982 — 1985
John M. Mueller, AIF®, CIMA®'s Putnam Investments Experience September 2005 - April 2007
Job Director, Intermediary Distribution at TIAACREF
Industry Financial Services
Experience
TIAA-Cref May 2015 - Present
Wells Fargo May 2012 - April 2015
Pioneer Investments June 2010 - May 2012
Pioneer Investments April 2007 - June 2010
Putnam Investments September 2005 - April 2007
Skills
Relationship Management, Business Development, Account Management, Investments, Retirement Plan..., Defined Contribution, Employee Benefits, Series 63, Series 7, Series 6, Mutual Funds, Asset Allocation, Pensions, Retirement Planning, 401k, Financial Services, Morningstar
Education
Boston College 2001 — 2005
BA, International Politics
TIAA-Cref May 2015 - Present
Wells Fargo May 2012 - April 2015
Pioneer Investments June 2010 - May 2012
Pioneer Investments April 2007 - June 2010
Putnam Investments September 2005 - April 2007
Skills
Relationship Management, Business Development, Account Management, Investments, Retirement Plan..., Defined Contribution, Employee Benefits, Series 63, Series 7, Series 6, Mutual Funds, Asset Allocation, Pensions, Retirement Planning, 401k, Financial Services, Morningstar
Education
Boston College 2001 — 2005
BA, International Politics
Jamal Burke's Putnam Investments Experience April 2007 - July 2010
Job Camera Operator at Channel 7
Industry Financial Services
Experience
Channel 7 WHDH July 2012 - Present
New Balance April 2012 - June 2012
Putnam Investments April 2007 - July 2010
Computershare Fund Services October 2006 - March 2007
Energy Factory September 2005 - February 2006
Atlanta Falcons April 2003 - August 2003
Boston College 1999 - 2003
Education
Boston College 1998 — 2003
Bachelor, Communications
Channel 7 WHDH July 2012 - Present
New Balance April 2012 - June 2012
Putnam Investments April 2007 - July 2010
Computershare Fund Services October 2006 - March 2007
Energy Factory September 2005 - February 2006
Atlanta Falcons April 2003 - August 2003
Boston College 1999 - 2003
Education
Boston College 1998 — 2003
Bachelor, Communications
Prasad Kamat Prasad Kamat's Putnam Investments Experience November 2010 - Present
Job Project Manager at Wipro Technologies
Industry Information Technology and Services
Experience
Wipro Technologies January 2014 - Present
Putnam Investments November 2010 - Present
Wipro Technologies June 2011 - December 2013
Wipro Technologies December 2008 - May 2011
Wipro Technologies September 2004 - November 2008
Skills
Autosys, OOAD, Documentum, Java, J2EE, Oracle, Struts, UML, Unix Shell Scripting, Enterprise con, Project Planning, Project Management, DFS, DFC, CSSAP, Java Enterprise Edition, PL/SQL, Software Development
Education
Birla Institute of Technology and Science, Pilani 2004 — 2008
MS, Software Engineering
Karnatak University 2001 — 2004
Bachelor of Computer Applications, Computer Programming, Specific Applications
Wipro Technologies January 2014 - Present
Putnam Investments November 2010 - Present
Wipro Technologies June 2011 - December 2013
Wipro Technologies December 2008 - May 2011
Wipro Technologies September 2004 - November 2008
Skills
Autosys, OOAD, Documentum, Java, J2EE, Oracle, Struts, UML, Unix Shell Scripting, Enterprise con, Project Planning, Project Management, DFS, DFC, CSSAP, Java Enterprise Edition, PL/SQL, Software Development
Education
Birla Institute of Technology and Science, Pilani 2004 — 2008
MS, Software Engineering
Karnatak University 2001 — 2004
Bachelor of Computer Applications, Computer Programming, Specific Applications
James Clinton James Clinton's Putnam Investments Experience February 1987 - December 1998
Job Strategic and Tactical Communications Pro
Industry Financial Services
Experience
DG3 North America September 2004 - Present
MFS Investment Management January 1999 - May 2003
Putnam Investments February 1987 - December 1998
Skills
Direct Mail, Marketing Communications, Direct Marketing, Marketing Strategy, Account Management, Sales, Business Analysis, Print Management, Management, Budgets, B2B, Business Strategy, Analysis, Packaging, Variable Data Printing, Email Marketing, New Business Development, Brand Development, Contract Negotiation
Education
Suffolk University 1995 — 2000
MBA, Business Management, Marketing
Boston College 1979 — 1983
BA, Communications/Advertising
DG3 North America September 2004 - Present
MFS Investment Management January 1999 - May 2003
Putnam Investments February 1987 - December 1998
Skills
Direct Mail, Marketing Communications, Direct Marketing, Marketing Strategy, Account Management, Sales, Business Analysis, Print Management, Management, Budgets, B2B, Business Strategy, Analysis, Packaging, Variable Data Printing, Email Marketing, New Business Development, Brand Development, Contract Negotiation
Education
Suffolk University 1995 — 2000
MBA, Business Management, Marketing
Boston College 1979 — 1983
BA, Communications/Advertising
Anthony Weldon Anthony Weldon's Putnam Investments Experience February 2013 - July 2014
Job MBA Financial Planning and Analysis Intern at Disney Consumer Products
Industry Entertainment
Experience
Disney Consumer Products June 2015 - Present
FilmNation Entertainment January 2015 - Present
NYU Stern School of Business August 2014 - Present
Putnam Investments February 2013 - July 2014
Mercer Investment Consulting July 2009 - January 2013
Skills
Portfolio Management, Financial Modeling, Client Relations, Data Analysis, Finance, Management, Marketing Event Planning, Fixed Income, Microsoft Excel
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Entertainment, Media and Technology
Boston College 2005 — 2009
Bachelor of Science (BS), Finance, General
Disney Consumer Products June 2015 - Present
FilmNation Entertainment January 2015 - Present
NYU Stern School of Business August 2014 - Present
Putnam Investments February 2013 - July 2014
Mercer Investment Consulting July 2009 - January 2013
Skills
Portfolio Management, Financial Modeling, Client Relations, Data Analysis, Finance, Management, Marketing Event Planning, Fixed Income, Microsoft Excel
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Entertainment, Media and Technology
Boston College 2005 — 2009
Bachelor of Science (BS), Finance, General
Drew Mokas's Putnam Investments Experience September 2013 - January 2015
Job Associate at Cross Shore Capital Management, LLC
Industry Financial Services
Experience
Cross Shore Capital Management, LLC February 2015 - Present
Putnam Investments September 2013 - January 2015
BNY Mellon June 2012 - September 2012
Lonza June 2010 - August 2010
Granite Investment Advisors June 2009 - August 2009
Education
Boston College 2009 — 2013
Bachelor of Arts (BA), Economics
The Derryfield School 2005 — 2009
Cross Shore Capital Management, LLC February 2015 - Present
Putnam Investments September 2013 - January 2015
BNY Mellon June 2012 - September 2012
Lonza June 2010 - August 2010
Granite Investment Advisors June 2009 - August 2009
Education
Boston College 2009 — 2013
Bachelor of Arts (BA), Economics
The Derryfield School 2005 — 2009
Kerrie Carroll's Putnam Investments Experience December 2012 - October 2013
Job Portfolio Analyst at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management July 2015 - Present
BNY Mellon Wealth Management December 2013 - July 2015
BNY Mellon Wealth Management October 2013 - December 2013
Putnam Investments December 2012 - October 2013
MAX Ultimate Foods January 2009 - October 2013
Town Sports International April 2009 - August 2013
Independent Company June 2008 - November 2012
Skills
Management, Access, Research, Event Management, Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Microsoft Word, Customer Service, Social Networking, Business Valuation, Marketing, Customer Satisfaction, Strategic Communications, Team Building, Event Planning, Sales, Finance, Public Speaking
Education
Boston University
CFP
Boston College 2008 — 2012
Bachelor's degree, Management & Corporate Systems
Brookline High School 2004 — 2008
High School Diploma, High School/Secondary Diplomas and Certificates
BNY Mellon Wealth Management July 2015 - Present
BNY Mellon Wealth Management December 2013 - July 2015
BNY Mellon Wealth Management October 2013 - December 2013
Putnam Investments December 2012 - October 2013
MAX Ultimate Foods January 2009 - October 2013
Town Sports International April 2009 - August 2013
Independent Company June 2008 - November 2012
Skills
Management, Access, Research, Event Management, Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Microsoft Word, Customer Service, Social Networking, Business Valuation, Marketing, Customer Satisfaction, Strategic Communications, Team Building, Event Planning, Sales, Finance, Public Speaking
Education
Boston University
CFP
Boston College 2008 — 2012
Bachelor's degree, Management & Corporate Systems
Brookline High School 2004 — 2008
High School Diploma, High School/Secondary Diplomas and Certificates
Steven Burns Steven Burns's Putnam Investments Experience June 2003 - January 2004
Job BMW Client Advisor at The Herb Chambers Companies
Industry Automotive
Experience
The Herb Chambers Companies August 2015 - Present
City of Boston June 2015 - Present
Blue Hills Bank June 2013 - January 2014
Blue Hills Bank November 2012 - June 2013
Bethel African Methodist Church 1995 - November 2012
Iron Mountain Digital November 2009 - June 2011
Oracle Corp. June 2008 - June 2009
Access Capital Strategies, LLC February 2007 - July 2008
Sovereign Bank August 2004 - January 2007
Putnam Investments June 2003 - January 2004
Skills
Salesforce.com, Sales Management, Direct Sales, Inside Sales, Banking, Syndications, Negotiation, Customer Service, Credit, New Business Development, Consultative Selling, Healthcare, Customer Relations, Account Management, Sales Process, Solution Selling, Team Building, Coaching, Contract Negotiation, Strategic Planning, Key Account Management, Problem Solving, Capital Markets, Channel, Selling, Microsoft Office, Sales Presentations, Credit Analysis, Business Strategy, Forecasting, Recovery Coaching, Holistic Life Coaching, Group Facilitator, Crisis Counseling, SaaS, Business Development, CRM, Sales, Leadership, Management, Entrepreneurship, Finance, Strategy, Public Speaking, Nonprofits, Marketing, Program Management, Analysis, Crisis Intervention, Fundraising
Education
Boston College Graduate School of Social Work 2014 — 2016
Master's Degree, Clinical Social Work
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2011
MBA, Finance
Boston College 2001 — 2003
MBA, Finance
University of Massachusetts Boston 1986 — 2000
BA, Economics
Johnson C. Smith University - JCSU 1985 — 1986
n/a, Business
The Herb Chambers Companies August 2015 - Present
City of Boston June 2015 - Present
Blue Hills Bank June 2013 - January 2014
Blue Hills Bank November 2012 - June 2013
Bethel African Methodist Church 1995 - November 2012
Iron Mountain Digital November 2009 - June 2011
Oracle Corp. June 2008 - June 2009
Access Capital Strategies, LLC February 2007 - July 2008
Sovereign Bank August 2004 - January 2007
Putnam Investments June 2003 - January 2004
Skills
Salesforce.com, Sales Management, Direct Sales, Inside Sales, Banking, Syndications, Negotiation, Customer Service, Credit, New Business Development, Consultative Selling, Healthcare, Customer Relations, Account Management, Sales Process, Solution Selling, Team Building, Coaching, Contract Negotiation, Strategic Planning, Key Account Management, Problem Solving, Capital Markets, Channel, Selling, Microsoft Office, Sales Presentations, Credit Analysis, Business Strategy, Forecasting, Recovery Coaching, Holistic Life Coaching, Group Facilitator, Crisis Counseling, SaaS, Business Development, CRM, Sales, Leadership, Management, Entrepreneurship, Finance, Strategy, Public Speaking, Nonprofits, Marketing, Program Management, Analysis, Crisis Intervention, Fundraising
Education
Boston College Graduate School of Social Work 2014 — 2016
Master's Degree, Clinical Social Work
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2011
MBA, Finance
Boston College 2001 — 2003
MBA, Finance
University of Massachusetts Boston 1986 — 2000
BA, Economics
Johnson C. Smith University - JCSU 1985 — 1986
n/a, Business
Arun Sacheti's Putnam Investments Experience January 2001 - August 2002
Job VP Senior Manager
Industry Financial Services
Experience
Citigroup Inc, October 2002 - Present
Putnam Investments January 2001 - August 2002
Meijer August 1997 - January 2001
Johnson & Johnson Healthcare Systems 1995 - 1997
IBM January 1988 - December 1994
Tata Consultancy Services 1982 - 1987
Skills
Program Management, Outsourcing, SDLC, Business Analysis, Capital Markets, Investment Banking, Fixed Income, Vendor Management
Education
Birla Institute of Technology and Science, Pilani 1977 — 1982
Citigroup Inc, October 2002 - Present
Putnam Investments January 2001 - August 2002
Meijer August 1997 - January 2001
Johnson & Johnson Healthcare Systems 1995 - 1997
IBM January 1988 - December 1994
Tata Consultancy Services 1982 - 1987
Skills
Program Management, Outsourcing, SDLC, Business Analysis, Capital Markets, Investment Banking, Fixed Income, Vendor Management
Education
Birla Institute of Technology and Science, Pilani 1977 — 1982
VinodAnandan Thazhe Veettil VinodAnandan Thazhe Veettil's Putnam Investments Experience 1999 - 2000
Job Sr. Database Administrator
Industry Telecommunications
Experience
Vonage September 2011 - Present
Easylink Services June 2005 - August 2011
eCredit June 2004 - June 2005
Approva Corporation January 2003 - May 2004
Siemens (Formerly Dade Behring) June 1999 - November 2002
Putnam Investments 1999 - 2000
Chenab Info tech 1995 - 1998
Cement Corporation of India 1991 - 1995
Skills
Unix, Oracle, Enterprise Architecture, Linux, Disaster Recovery, Agile Methodologies, Perl, Shell Scripting, Requirements Analysis, MySQL, Data Migration, Java, SDLC, Database Administration, Telecommunications, Databases, Web Applications, Software Project..., Microsoft SQL Server, System Administration, XML, Solaris, Web Development, SQL, PL/SQL, Unix Shell Scripting, Software Development, .NET, Red Hat Linux, Integration, Cloud Computing
Education
Bharathidasan University 1985 — 1988
B.Sc
Vonage September 2011 - Present
Easylink Services June 2005 - August 2011
eCredit June 2004 - June 2005
Approva Corporation January 2003 - May 2004
Siemens (Formerly Dade Behring) June 1999 - November 2002
Putnam Investments 1999 - 2000
Chenab Info tech 1995 - 1998
Cement Corporation of India 1991 - 1995
Skills
Unix, Oracle, Enterprise Architecture, Linux, Disaster Recovery, Agile Methodologies, Perl, Shell Scripting, Requirements Analysis, MySQL, Data Migration, Java, SDLC, Database Administration, Telecommunications, Databases, Web Applications, Software Project..., Microsoft SQL Server, System Administration, XML, Solaris, Web Development, SQL, PL/SQL, Unix Shell Scripting, Software Development, .NET, Red Hat Linux, Integration, Cloud Computing
Education
Bharathidasan University 1985 — 1988
B.Sc
Jonathan Seeley, CPLP's Putnam Investments Experience 1999 - 2004
Job Instructional Designer at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments August 2014 - Present
Money Management International May 2005 - August 2014
Putnam Investments 1999 - 2004
Skills
Needs Analysis, Blended Learning, Instructor-led Training, Instructional Design, Workshop Facilitation, Training, Adult Education, ADDIE, E-learning
Education
Boston College 1997 — 1998
M.Ed
Gordon College 1991 — 1994
BA, History, Classics
Fidelity Investments August 2014 - Present
Money Management International May 2005 - August 2014
Putnam Investments 1999 - 2004
Skills
Needs Analysis, Blended Learning, Instructor-led Training, Instructional Design, Workshop Facilitation, Training, Adult Education, ADDIE, E-learning
Education
Boston College 1997 — 1998
M.Ed
Gordon College 1991 — 1994
BA, History, Classics
Bruce D. Harrington Bruce D. Harrington's Putnam Investments Experience March 1990 - August 1999
Job Innovative Retirement and Financial Services Executive seeking new opportunities.
Industry Financial Services
Experience
Harrington and Associates February 2013 - February 2015
John Hancock Financial Network October 2011 - January 2013
John Hancock Financial Network July 2010 - October 2011
LPL Financial September 2008 - January 2010
Cogent Research July 2007 - May 2008
MFS Investment Management August 1999 - July 2007
PUTNAM INVESTMENTS March 1990 - August 1999
Skills
Mutual Funds, Strategy, Financial Services, Product Management, 401k, Series 63, Retirement, Cross-functional Team..., Retirement Planning, Market Research, Investment Management, CRM, Strategic Partnerships, Investment Strategies, Series 6, Relationship Management, Investment Advisory, Wealth Management, Investments, Asset Allocation, Asset Management, Pensions, Financial Advisory, Variable Annuities, Morningstar Direct, FINRA, Separately Managed..., Leadership, Series 24, Alternative Investments, Series 7, Defined Contribution, Retirement Plan..., Securities, ETFs, Series 65, IRAs, Uniform Combined State..., Defined Benefit, Fixed Income, Wealth Management..., Mergers & Acquisitions, Hedge Funds, Fiduciary Management, Public Speaking, Cross Functional Team..., Team Management, Peer Mentoring, Sales Presentations, Institutional...
Education
Suffolk University - Sawyer School of Management 1996 — 2000
MBA
Boston College 1985 — 1989
Bachelor of Arts
Harrington and Associates February 2013 - February 2015
John Hancock Financial Network October 2011 - January 2013
John Hancock Financial Network July 2010 - October 2011
LPL Financial September 2008 - January 2010
Cogent Research July 2007 - May 2008
MFS Investment Management August 1999 - July 2007
PUTNAM INVESTMENTS March 1990 - August 1999
Skills
Mutual Funds, Strategy, Financial Services, Product Management, 401k, Series 63, Retirement, Cross-functional Team..., Retirement Planning, Market Research, Investment Management, CRM, Strategic Partnerships, Investment Strategies, Series 6, Relationship Management, Investment Advisory, Wealth Management, Investments, Asset Allocation, Asset Management, Pensions, Financial Advisory, Variable Annuities, Morningstar Direct, FINRA, Separately Managed..., Leadership, Series 24, Alternative Investments, Series 7, Defined Contribution, Retirement Plan..., Securities, ETFs, Series 65, IRAs, Uniform Combined State..., Defined Benefit, Fixed Income, Wealth Management..., Mergers & Acquisitions, Hedge Funds, Fiduciary Management, Public Speaking, Cross Functional Team..., Team Management, Peer Mentoring, Sales Presentations, Institutional...
Education
Suffolk University - Sawyer School of Management 1996 — 2000
MBA
Boston College 1985 — 1989
Bachelor of Arts
Michael Adair's Putnam Investments Experience August 2001 - October 2002
Job Founder CEO at Red's All Natural
Industry Consumer Goods
Experience
Red's All Natural June 2009 - Present
Pioneer Investments October 2004 - April 2007
J&W Seligman October 2002 - October 2004
Putnam Investments August 2001 - October 2002
Education
The Tuck School of Business at Dartmouth 2007 — 2009
Boston College 1997 — 2001
BA, History
Red's All Natural June 2009 - Present
Pioneer Investments October 2004 - April 2007
J&W Seligman October 2002 - October 2004
Putnam Investments August 2001 - October 2002
Education
The Tuck School of Business at Dartmouth 2007 — 2009
Boston College 1997 — 2001
BA, History
Albert Rocheteau's Putnam Investments Experience January 1988 - January 1993
Job
Industry Real Estate
Experience
A&S Realty Inc. May 2014 - January 2015
Coldwell Banker Residential Brokerage November 2013 - April 2014
Bank of America/Columbia Management Advisors November 2007 - May 2010
Standard & Poor's Financial Communications June 2007 - September 2007
Babson Capital Management May 2002 - October 2006
MFS Investment Management November 1999 - April 2002
State Street Research & Management Company January 1993 - January 1999
Putnam Investments January 1988 - January 1993
Skills
Marketing Communications, Strategy, Online Marketing, Marketing Strategy, Marketing, Advertising, Product Management, Business Development, Investments, Portfolio Management, Strategic Communications, Equities, Investor Relations, Presentation Development, Web Marketing, Project Management, Brand Development, Editing, New Business Development
Education
Boston College 1984 — 1988
Bachelor of Arts
Provincetown High School 1980 — 1984
Diploma
A&S Realty Inc. May 2014 - January 2015
Coldwell Banker Residential Brokerage November 2013 - April 2014
Bank of America/Columbia Management Advisors November 2007 - May 2010
Standard & Poor's Financial Communications June 2007 - September 2007
Babson Capital Management May 2002 - October 2006
MFS Investment Management November 1999 - April 2002
State Street Research & Management Company January 1993 - January 1999
Putnam Investments January 1988 - January 1993
Skills
Marketing Communications, Strategy, Online Marketing, Marketing Strategy, Marketing, Advertising, Product Management, Business Development, Investments, Portfolio Management, Strategic Communications, Equities, Investor Relations, Presentation Development, Web Marketing, Project Management, Brand Development, Editing, New Business Development
Education
Boston College 1984 — 1988
Bachelor of Arts
Provincetown High School 1980 — 1984
Diploma
Christine Burke's Putnam Investments Experience 1993 - 1996
Job Manager, Global Benefits at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation July 2014 - Present
Omgeo October 2008 - July 2014
South Shore Hospital 2000 - 2008
Thomson Financial 1997 - 1998
Putnam Investments 1993 - 1996
Boston Financial Data Services 1989 - January 1993
Boston Financial Data Services 1988 - 1989
Boston Financial Data Services 1987 - 1988
Skills
Benefits Administration, HRIS, Onboarding, Employee Benefits, Employee Relations, Payroll, Deferred Compensation, Human Resources, Employee Engagement, Employee Training, Applicant Tracking..., PeopleSoft, Talent Management, Workforce Planning, Vendor Management, Management, Compensation
Education
Boston College 1983 — 1987
BS, Marketing and Human Resources Mgt
Notre Dame Academy 1978 — 1983
High School
The Depository Trust & Clearing Corporation July 2014 - Present
Omgeo October 2008 - July 2014
South Shore Hospital 2000 - 2008
Thomson Financial 1997 - 1998
Putnam Investments 1993 - 1996
Boston Financial Data Services 1989 - January 1993
Boston Financial Data Services 1988 - 1989
Boston Financial Data Services 1987 - 1988
Skills
Benefits Administration, HRIS, Onboarding, Employee Benefits, Employee Relations, Payroll, Deferred Compensation, Human Resources, Employee Engagement, Employee Training, Applicant Tracking..., PeopleSoft, Talent Management, Workforce Planning, Vendor Management, Management, Compensation
Education
Boston College 1983 — 1987
BS, Marketing and Human Resources Mgt
Notre Dame Academy 1978 — 1983
High School
Dante Orlando's Putnam Investments Experience September 2014 - Present
Job Client Reporting Associate at Putnam Investments
Industry Financial Services
Experience
Putnam Investments September 2014 - Present
Putnam Investments May 2012 - September 2014
Putnam Investments October 2011 - May 2012
Boston College August 2008 - May 2011
Stanley Black & Decker , Inc. June 2010 - August 2010
Skills
Windows, Networking, Management, Mac, Microsoft Office, Financial Analysis, Finance, Microsoft Excel, PowerPoint, Social Media, Financial Modeling, Research, Salesforce.com
Education
Boston College 2007 — 2011
Bachelor of Science (BS), Finance and Marketing
Boston College
Putnam Investments September 2014 - Present
Putnam Investments May 2012 - September 2014
Putnam Investments October 2011 - May 2012
Boston College August 2008 - May 2011
Stanley Black & Decker , Inc. June 2010 - August 2010
Skills
Windows, Networking, Management, Mac, Microsoft Office, Financial Analysis, Finance, Microsoft Excel, PowerPoint, Social Media, Financial Modeling, Research, Salesforce.com
Education
Boston College 2007 — 2011
Bachelor of Science (BS), Finance and Marketing
Boston College
Kevin Cohane's Putnam Investments Experience November 1992 - January 1996
Job VP, Enterprise Sales at BrightScope
Industry Financial Services
Experience
BrightScope July 2015 - Present
Informa May 2013 - June 2015
JP Morgan Chase May 2011 - May 2013
eVestment Alliance, LLC February 2007 - April 2011
BNY Mellon February 1999 - February 2007
PanAgora Asset Management January 1996 - February 1999
Putnam Investments November 1992 - January 1996
Skills
Financial Risk, Mutual Funds, Alternative Investments, Hedge Funds, Asset Allocation, Investment Management, Asset Managment, Investment Strategies, Portfolio Management, Equities, Problem Solving, Process Improvement, Asset Management, CRM, Analysis, Banking, Financial Markets, Business Development, Morningstar, Financial Services, Financial Advisory, Data Analytics, Investment Banking, Fixed Income, Relationship Management, Wealth Management, Capital Markets
Education
Boston College
Bachelor's Degree
BrightScope July 2015 - Present
Informa May 2013 - June 2015
JP Morgan Chase May 2011 - May 2013
eVestment Alliance, LLC February 2007 - April 2011
BNY Mellon February 1999 - February 2007
PanAgora Asset Management January 1996 - February 1999
Putnam Investments November 1992 - January 1996
Skills
Financial Risk, Mutual Funds, Alternative Investments, Hedge Funds, Asset Allocation, Investment Management, Asset Managment, Investment Strategies, Portfolio Management, Equities, Problem Solving, Process Improvement, Asset Management, CRM, Analysis, Banking, Financial Markets, Business Development, Morningstar, Financial Services, Financial Advisory, Data Analytics, Investment Banking, Fixed Income, Relationship Management, Wealth Management, Capital Markets
Education
Boston College
Bachelor's Degree
Dean Ebozue Dean Ebozue's Putnam Investments Experience June 2014 - August 2015
Job Finance Professional
Industry Financial Services
Experience
Putnam Investments June 2014 - August 2015
General Electric May 2013 - August 2013
China DR Solutions September 2012 - December 2012
Office of Sponsored Progams November 2010 - November 2012
Camp Harbor View June 2011 - August 2012
Skills
Teamwork, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Microsoft Office, Relationship Management, Team Leadership, Public Speaking, Internal Controls, Sales, Bloomberg, Data Entry, Financial Analysis, Accounting, Social Media, Customer Service
Education
Boston College 2010 — 2014
Bachelor of Science (BS), Finance, General
Peking University 2012 — 2012
St. Sebastian's School 2004 — 2010
Putnam Investments June 2014 - August 2015
General Electric May 2013 - August 2013
China DR Solutions September 2012 - December 2012
Office of Sponsored Progams November 2010 - November 2012
Camp Harbor View June 2011 - August 2012
Skills
Teamwork, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Microsoft Office, Relationship Management, Team Leadership, Public Speaking, Internal Controls, Sales, Bloomberg, Data Entry, Financial Analysis, Accounting, Social Media, Customer Service
Education
Boston College 2010 — 2014
Bachelor of Science (BS), Finance, General
Peking University 2012 — 2012
St. Sebastian's School 2004 — 2010
Edmund F. Murphy III's Putnam Investments Experience January 2009 - October 2014
Job President of Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement September 2014 - Present
Putnam Investments January 2009 - October 2014
Fidelity Investments 2007 - 2008
Fidelity Investments July 2003 - August 2007
Fidelity Capital July 1999 - July 2003
Veritude LLC 2001 - 2003
Fidelity Investments 1991 - 1999
Merrill Lynch Investment Managers 1985 - 1991
Skills
Investments, 401k, Wealth Management, Retirement, Mutual Funds, Financial Services, Executive Management, Marketing, Series 7, Sales, Alternative Investments, Securities, Series 63, Asset Allocation, Asset Managment, P&L Management
Education
Boston College 1980 — 1984
BA, Political Science
EMPOWER Retirement September 2014 - Present
Putnam Investments January 2009 - October 2014
Fidelity Investments 2007 - 2008
Fidelity Investments July 2003 - August 2007
Fidelity Capital July 1999 - July 2003
Veritude LLC 2001 - 2003
Fidelity Investments 1991 - 1999
Merrill Lynch Investment Managers 1985 - 1991
Skills
Investments, 401k, Wealth Management, Retirement, Mutual Funds, Financial Services, Executive Management, Marketing, Series 7, Sales, Alternative Investments, Securities, Series 63, Asset Allocation, Asset Managment, P&L Management
Education
Boston College 1980 — 1984
BA, Political Science
Christopher Calmeyn's Putnam Investments Experience May 2004 - June 2007
Job CoFounder at Caliber
Industry Internet
Experience
Caliber.io 2013 - Present
Piictu 2011 - 2012
TechStars July 2011 - October 2011
Travelocity January 2009 - August 2009
createdby.cc 2007 - 2009
Putnam Investments May 2004 - June 2007
Skills
Mobile Devices, Product Management, User Experience, Usability, Product Design, Front-end, Agile Methodologies, Analytics, Mobile Applications, User Experience Design, Web Design, JavaScript, Product Strategy
Education
Parsons School of Design 2009 — 2011
MFA, Design & Technology
Boston College 1999 — 2003
BA, Economics
University of Melbourne 2001 — 2001
Study Abroad, Economics
Caliber.io 2013 - Present
Piictu 2011 - 2012
TechStars July 2011 - October 2011
Travelocity January 2009 - August 2009
createdby.cc 2007 - 2009
Putnam Investments May 2004 - June 2007
Skills
Mobile Devices, Product Management, User Experience, Usability, Product Design, Front-end, Agile Methodologies, Analytics, Mobile Applications, User Experience Design, Web Design, JavaScript, Product Strategy
Education
Parsons School of Design 2009 — 2011
MFA, Design & Technology
Boston College 1999 — 2003
BA, Economics
University of Melbourne 2001 — 2001
Study Abroad, Economics
Benjamin Bjork's Putnam Investments Experience September 2015 - Present
Job Finance Intern at Carlson Pet Products
Industry Financial Services
Experience
Putnam Investments September 2015 - Present
Regalo International LLC June 2014 - September 2014
Birch Cove Group, LTD. May 2013 - September 2013
Wayzata High School June 2012 - August 2012
Skills
Financial Analysis, Investments, Leadership, Wealth Management, Market Research, Strategic Planning, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Public Speaking, Budgets, Business Strategy, Forecasting
Education
Bethel University 2011 — 2015
Bachelor of Science (BS), Economics and Finance
Putnam Investments September 2015 - Present
Regalo International LLC June 2014 - September 2014
Birch Cove Group, LTD. May 2013 - September 2013
Wayzata High School June 2012 - August 2012
Skills
Financial Analysis, Investments, Leadership, Wealth Management, Market Research, Strategic Planning, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Public Speaking, Budgets, Business Strategy, Forecasting
Education
Bethel University 2011 — 2015
Bachelor of Science (BS), Economics and Finance
Johnstone Sandy Law Johnstone Sandy Law's Putnam Investments Experience 1994 - 1999
Job Sales/Marketing Professional
Industry Information Services
Experience
B2B Contact, Inc. 2013 - 2015
Viridian Energy 2012 - 2013
By Appointment Only, Inc. (BAO) 2005 - 2012
GlobalCerts, LLC 2004 - 2005
PFN, Inc. 2002 - 2004
Broadview Networks 2000 - 2002
Conversent Communications 1999 - 2000
Putnam Investments 1994 - 1999
Skills
Lead Generation, Leadership, Start-ups, Marketing, Business Development, Management, Strategic Planning, Sales, Project Management, Account Management, Direct Sales
Education
Bishop's University
Bachelor's degree, Economics/Business
B2B Contact, Inc. 2013 - 2015
Viridian Energy 2012 - 2013
By Appointment Only, Inc. (BAO) 2005 - 2012
GlobalCerts, LLC 2004 - 2005
PFN, Inc. 2002 - 2004
Broadview Networks 2000 - 2002
Conversent Communications 1999 - 2000
Putnam Investments 1994 - 1999
Skills
Lead Generation, Leadership, Start-ups, Marketing, Business Development, Management, Strategic Planning, Sales, Project Management, Account Management, Direct Sales
Education
Bishop's University
Bachelor's degree, Economics/Business
Caleb Bower's Putnam Investments Experience June 2013 - August 2013
Job Risk Advisory Staff at EY
Industry Financial Services
Experience
EY July 2015 - Present
Pegasystems June 2014 - August 2014
Putnam Investments June 2013 - August 2013
Salisbury Beach State Reservation Lifeguard May 2012 - August 2013
Skills
Teamwork, Leadership, PowerPoint, Team Leadership, Microsoft Office, Microsoft Word, Marketing
Education
Boston College 2011 — 2015
Bachelor's degree, Management and Finance, Senior
EY July 2015 - Present
Pegasystems June 2014 - August 2014
Putnam Investments June 2013 - August 2013
Salisbury Beach State Reservation Lifeguard May 2012 - August 2013
Skills
Teamwork, Leadership, PowerPoint, Team Leadership, Microsoft Office, Microsoft Word, Marketing
Education
Boston College 2011 — 2015
Bachelor's degree, Management and Finance, Senior
Deborah Beaudette Richard's Putnam Investments Experience October 1993 - August 1996
Job Marketing Communications Specialist
Industry Higher Education
Experience
Suffolk University January 2007 - June 2011
Suffolk University January 2001 - June 2005
Spire June 1999 - June 2000
Fidelity Investments August 1996 - June 1999
Putnam Investments October 1993 - August 1996
Lehman Brothers (in Administration) September 1989 - August 1993
Scudder Investments July 1988 - September 1989
Skills
Marketing Communications, Project Management, Presentations, Marketing, Editing, Management, Program Management, Product Marketing, Strategic Planning, Marketing Management, Sales, Financial Services, Public Relations
Education
Boston College 1984 — 1988
BS, Marketing
Suffolk University January 2007 - June 2011
Suffolk University January 2001 - June 2005
Spire June 1999 - June 2000
Fidelity Investments August 1996 - June 1999
Putnam Investments October 1993 - August 1996
Lehman Brothers (in Administration) September 1989 - August 1993
Scudder Investments July 1988 - September 1989
Skills
Marketing Communications, Project Management, Presentations, Marketing, Editing, Management, Program Management, Product Marketing, Strategic Planning, Marketing Management, Sales, Financial Services, Public Relations
Education
Boston College 1984 — 1988
BS, Marketing
Matthew Malloy's Putnam Investments Experience May 2015 - Present
Job Global Distribution Intern at Putnam Investments
Industry Financial Services
Experience
Putnam Investments May 2015 - Present
Boston College Athletics September 2014 - Present
Boston College May 2013 - September 2014
Canton High School Athletics April 2013 - November 2013
Skills
Leadership, Communication, Microsoft Office, Teamwork, Time Management, Public Speaking, Event Planning, Customer Service, Fundraising, Morningstar Office, Social Networking, Social Media, Microsoft Excel, Microsoft Word
Education
Boston College 2012 — 2016
Putnam Investments May 2015 - Present
Boston College Athletics September 2014 - Present
Boston College May 2013 - September 2014
Canton High School Athletics April 2013 - November 2013
Skills
Leadership, Communication, Microsoft Office, Teamwork, Time Management, Public Speaking, Event Planning, Customer Service, Fundraising, Morningstar Office, Social Networking, Social Media, Microsoft Excel, Microsoft Word
Education
Boston College 2012 — 2016
Casey Kokos Casey Kokos's Putnam Investments Experience 2003 - 2005
Job Experienced Business Development Leader
Industry Investment Management
Experience
Kokos Strategic Advisers 2012 - Present
Barrington Partners 2012 - Present
Old Mutual Asset Management 2009 - 2012
Oliver Wyman 2007 - 2009
Putnam Investments 2003 - 2005
HSBC Securities (USA) Inc. 1999 - 2003
Skills
Mergers & Acquisitions, Investments, Due Diligence, Private Equity, Asset Management, Financial Modeling, Investment Banking, Strategy, Corporate Finance, Finance, Mergers, Hedge Funds, Management Consulting, Valuation, Investment Management, Equities, Investment Strategies, Portfolio Management, Strategic Planning, Strategy Development, Succession Planning, Restructuring, Divestitures, Capital Budgeting, Compensation Plans, Executive Compensation, Recruitment/Retention, Integration, Distribution, Financial Analysis, Business Strategy, Corporate Development, Acquisition Integration, Venture Capital, Competitive Analysis, Capital Markets, Business Planning, Fixed Income, New Business Development, Financial Management, Start-ups, Negotiation, Business Analysis, Pricing, Wealth Management, Marketing Strategy, Series 63, Series 79, Business Development, Alternative Investments
Education
Yale University 2005 — 2007
MBA, Investment Management and Strategy
Boston College 1995 — 1999
BS, Finance
Kokos Strategic Advisers 2012 - Present
Barrington Partners 2012 - Present
Old Mutual Asset Management 2009 - 2012
Oliver Wyman 2007 - 2009
Putnam Investments 2003 - 2005
HSBC Securities (USA) Inc. 1999 - 2003
Skills
Mergers & Acquisitions, Investments, Due Diligence, Private Equity, Asset Management, Financial Modeling, Investment Banking, Strategy, Corporate Finance, Finance, Mergers, Hedge Funds, Management Consulting, Valuation, Investment Management, Equities, Investment Strategies, Portfolio Management, Strategic Planning, Strategy Development, Succession Planning, Restructuring, Divestitures, Capital Budgeting, Compensation Plans, Executive Compensation, Recruitment/Retention, Integration, Distribution, Financial Analysis, Business Strategy, Corporate Development, Acquisition Integration, Venture Capital, Competitive Analysis, Capital Markets, Business Planning, Fixed Income, New Business Development, Financial Management, Start-ups, Negotiation, Business Analysis, Pricing, Wealth Management, Marketing Strategy, Series 63, Series 79, Business Development, Alternative Investments
Education
Yale University 2005 — 2007
MBA, Investment Management and Strategy
Boston College 1995 — 1999
BS, Finance
Krishna Memani's Putnam Investments Experience September 1998 - June 2002
Job Chief Investment Officer at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds March 2009 - Present
Deutsche Bank June 2006 - January 2009
Credit Suisse July 2002 - March 2006
Putnam Investments September 1998 - June 2002
Morgan Stanley October 1987 - July 1998
Education
University of Florida - Warrington College Of Business 1981 — 1984
MA Economics, MBA
Birla Institute of Technology and Science, Pilani 1976 — 1981
B. Engg, Mech. engg.
OppenheimerFunds March 2009 - Present
Deutsche Bank June 2006 - January 2009
Credit Suisse July 2002 - March 2006
Putnam Investments September 1998 - June 2002
Morgan Stanley October 1987 - July 1998
Education
University of Florida - Warrington College Of Business 1981 — 1984
MA Economics, MBA
Birla Institute of Technology and Science, Pilani 1976 — 1981
B. Engg, Mech. engg.
Terri Milton Terri Milton's Putnam Investments Experience June 2000 - March 2001
Job Sr. Administrative Assistant
Industry Pharmaceuticals
Experience
Novartis Institutes for BioMedical Research (NIBR) February 2015 - Present
Novartis September 2014 - Present
Deloitte July 2012 - July 2014
Deloitte June 2006 - July 2012
Mercer January 2002 - May 2006
Putnam Investments June 2000 - March 2001
Skills
Curriculum Development, Human Resources, Recruiting, Talent Acquisition, Onboarding, Organizational..., Talent Management, Management, Interviews, Career Development, Applicant Tracking..., Taleo, Consulting, New Hire Orientations, Leadership Development, Organizational Design, Workforce Planning
Education
Lesley University 1999 — 2007
Masters, Elementary Education
Bob Jones University 1975 — 1979
BA, Early Childhood Education
Novartis Institutes for BioMedical Research (NIBR) February 2015 - Present
Novartis September 2014 - Present
Deloitte July 2012 - July 2014
Deloitte June 2006 - July 2012
Mercer January 2002 - May 2006
Putnam Investments June 2000 - March 2001
Skills
Curriculum Development, Human Resources, Recruiting, Talent Acquisition, Onboarding, Organizational..., Talent Management, Management, Interviews, Career Development, Applicant Tracking..., Taleo, Consulting, New Hire Orientations, Leadership Development, Organizational Design, Workforce Planning
Education
Lesley University 1999 — 2007
Masters, Elementary Education
Bob Jones University 1975 — 1979
BA, Early Childhood Education
Lyn Kardatzke's Putnam Investments Experience November 2000 - January 2006
Job Assistant Bookstore Manager at Unitarian Universalist Association
Industry Retail
Experience
Unitarian Universalist Association January 2013 - Present
Putnam Investments November 2000 - January 2006
Follett Higher Education Group October 1998 - May 2000
The Open Book 1989 - 1997
Skills
Outlook, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, English, Strategic Planning, Teaching, Windows, Mutual Funds, Budgets
Education
Boston College 1985 — 1989
BA, English
Franklin High School 1981 — 1985
Unitarian Universalist Association January 2013 - Present
Putnam Investments November 2000 - January 2006
Follett Higher Education Group October 1998 - May 2000
The Open Book 1989 - 1997
Skills
Outlook, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, English, Strategic Planning, Teaching, Windows, Mutual Funds, Budgets
Education
Boston College 1985 — 1989
BA, English
Franklin High School 1981 — 1985
Kerri Tierney Kerri Tierney's Putnam Investments Experience July 1999 - February 2005
Job Associate Director, Career Development Technology at MIT Sloan School of Management
Industry Staffing and Recruiting
Experience
MIT Sloan School of Management November 2012 - Present
MIT Sloan School of Management August 2009 - November 2012
Atlantic Associates July 2006 - August 2009
Professional Staffing Group March 2005 - June 2006
Putnam Investments July 1999 - February 2005
Skills
Recruiting, Human Resources, Management, Business Development, Temporary Placement, Career Development, Talent Acquisition, Project Management, Vendor Management, Leadership, Talent Management, Program Management, Social Media, Strategy, Consulting, College Recruiting, Resume Writing, SDLC, CRM, Process Improvement, Information Technology
Education
Boston College 2005 — 2007
Masters
Westfield State University 1997 — 2001
B.A.
MIT Sloan School of Management November 2012 - Present
MIT Sloan School of Management August 2009 - November 2012
Atlantic Associates July 2006 - August 2009
Professional Staffing Group March 2005 - June 2006
Putnam Investments July 1999 - February 2005
Skills
Recruiting, Human Resources, Management, Business Development, Temporary Placement, Career Development, Talent Acquisition, Project Management, Vendor Management, Leadership, Talent Management, Program Management, Social Media, Strategy, Consulting, College Recruiting, Resume Writing, SDLC, CRM, Process Improvement, Information Technology
Education
Boston College 2005 — 2007
Masters
Westfield State University 1997 — 2001
B.A.
Joe Kealty's Putnam Investments Experience October 2011 - Present
Job Regional Sales Manager at Putnam Investments
Industry Investment Management
Experience
Putnam Investments October 2011 - Present
Putnam Investments March 2007 - October 2011
Putnam Investments September 2004 - February 2007
Putnam Investments September 2003 - August 2004
Skills
Series 63, Series 7, Series 65, Series 24, Series 51, Mutual Funds, Asset Allocation, Retirement, Retirement Planning, Investment Advisory, Wealth Management, Investments, Asset Managment, Sales Management
Education
Boston College 1997 — 2001
Bachelor of Arts (BA), Communications
Putnam Investments October 2011 - Present
Putnam Investments March 2007 - October 2011
Putnam Investments September 2004 - February 2007
Putnam Investments September 2003 - August 2004
Skills
Series 63, Series 7, Series 65, Series 24, Series 51, Mutual Funds, Asset Allocation, Retirement, Retirement Planning, Investment Advisory, Wealth Management, Investments, Asset Managment, Sales Management
Education
Boston College 1997 — 2001
Bachelor of Arts (BA), Communications
Arijit Mitra's Putnam Investments Experience July 2011 - December 2011
Job Data EvangelistHealthcare Big Data & Analytics
Industry Hospital & Health Care
Experience
Optum Analytics (UnitedHealth Group) February 2014 - Present
Cognizant Technology Solutions February 2010 - January 2014
BNY Mellon January 2012 - December 2013
Putnam Investments July 2011 - December 2011
Blue Cross Blue Shield of Massachusetts February 2010 - April 2011
The Regence Group June 2008 - January 2010
Union Bank of California September 2007 - February 2008
Trinus Corporation May 2007 - August 2007
Wipro Technologies December 2006 - March 2007
Kanbay-CapGemini August 2004 - November 2006
Skills
SDLC, Business Intelligence, Business Analysis, Agile Methodologies, Requirements Analysis, Data Warehousing, EDI, Banking, Payments, User Acceptance Testing, Solution Architecture, MIS, Asset Managment, HIPAA, Global Delivery, Change Management, Software Project..., Data Mapping, SWIFT messaging, Test Planning, Derivatives, ETL, Middle Office, Healthcare Analytics, Equities, OTC, ETFs, FpML, PayPlus, Equity Valuation, Equity Research, RTGS, Digital Photography, Canon DSLR, EMR, Integration
Education
Birla Institute of Technology and Science, Pilani
Kendriya Vidyalaya
Optum Analytics (UnitedHealth Group) February 2014 - Present
Cognizant Technology Solutions February 2010 - January 2014
BNY Mellon January 2012 - December 2013
Putnam Investments July 2011 - December 2011
Blue Cross Blue Shield of Massachusetts February 2010 - April 2011
The Regence Group June 2008 - January 2010
Union Bank of California September 2007 - February 2008
Trinus Corporation May 2007 - August 2007
Wipro Technologies December 2006 - March 2007
Kanbay-CapGemini August 2004 - November 2006
Skills
SDLC, Business Intelligence, Business Analysis, Agile Methodologies, Requirements Analysis, Data Warehousing, EDI, Banking, Payments, User Acceptance Testing, Solution Architecture, MIS, Asset Managment, HIPAA, Global Delivery, Change Management, Software Project..., Data Mapping, SWIFT messaging, Test Planning, Derivatives, ETL, Middle Office, Healthcare Analytics, Equities, OTC, ETFs, FpML, PayPlus, Equity Valuation, Equity Research, RTGS, Digital Photography, Canon DSLR, EMR, Integration
Education
Birla Institute of Technology and Science, Pilani
Kendriya Vidyalaya
Lily (MacLean) Bennani's Putnam Investments Experience July 2006 - November 2008
Job
Industry Design
Experience
Lily Bennani Design January 2011 - Present
Curriculum Associates September 2009 - July 2010
Putnam Investments July 2006 - November 2008
Amazon.com 2005 - 2005
Putnam Investments July 2001 - May 2004
Education
Stanford University Graduate School of Business 2004 — 2006
Dartmouth College 1997 — 2001
BA
Boston Architectural College
Lily Bennani Design January 2011 - Present
Curriculum Associates September 2009 - July 2010
Putnam Investments July 2006 - November 2008
Amazon.com 2005 - 2005
Putnam Investments July 2001 - May 2004
Education
Stanford University Graduate School of Business 2004 — 2006
Dartmouth College 1997 — 2001
BA
Boston Architectural College
Tom Sawyer RPA,CEBS,CFEI's Putnam Investments Experience September 1997 - November 1998
Job Sales Consultant at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions September 2006 - Present
Principal Financial Group March 2005 - September 2006
Bank of America August 2003 - March 2005
Guardian Life Insurance October 2001 - August 2003
John Hancock June 2000 - September 2001
John Hancock November 1998 - June 2000
Putnam Investments September 1997 - November 1998
Skills
Series 6, Series 7, Series 63, Series 65, Mutual Funds, Banking, 401k, Retirement, Defined Benefit, Retirement Plan..., Defined Contribution, 403(b), NQDC, CEBS, RPA, Non-Qualified Deferred..., Financial Advisory, Investments, Relationship Management, Fixed Annuities, Retirement Planning, Financial Planning
Education
Boston College 1993 — 1997
BS, Business/Marketing
Bishop Feehan 1989 — 1993
HS
University of Pennsylvania - The Wharton School
CEBS Designation & RPA Designation
Transamerica Retirement Solutions September 2006 - Present
Principal Financial Group March 2005 - September 2006
Bank of America August 2003 - March 2005
Guardian Life Insurance October 2001 - August 2003
John Hancock June 2000 - September 2001
John Hancock November 1998 - June 2000
Putnam Investments September 1997 - November 1998
Skills
Series 6, Series 7, Series 63, Series 65, Mutual Funds, Banking, 401k, Retirement, Defined Benefit, Retirement Plan..., Defined Contribution, 403(b), NQDC, CEBS, RPA, Non-Qualified Deferred..., Financial Advisory, Investments, Relationship Management, Fixed Annuities, Retirement Planning, Financial Planning
Education
Boston College 1993 — 1997
BS, Business/Marketing
Bishop Feehan 1989 — 1993
HS
University of Pennsylvania - The Wharton School
CEBS Designation & RPA Designation
David Dwyer's Putnam Investments Experience 1998 - 2003
Job at Financial Services Professional
Industry Financial Services
Experience
Financial Services Professional January 2011 - Present
Saba Capital Management March 2010 - February 2011
Renaissance Technologies October 2005 - May 2009
Putnam 1998 - 2005
Putnam Investments 1998 - 2003
Morgan Stanley Investment Management 1994 - 1996
Skills
Portfolio Management
Education
University of South Carolina - Darla Moore School of Business 1992 — 1994
MIBS, International Business
Boston College 1985 — 1989
BA, Int'l Relations
Financial Services Professional January 2011 - Present
Saba Capital Management March 2010 - February 2011
Renaissance Technologies October 2005 - May 2009
Putnam 1998 - 2005
Putnam Investments 1998 - 2003
Morgan Stanley Investment Management 1994 - 1996
Skills
Portfolio Management
Education
University of South Carolina - Darla Moore School of Business 1992 — 1994
MIBS, International Business
Boston College 1985 — 1989
BA, Int'l Relations
Colleen Sweeney's Putnam Investments Experience August 1999 - January 2000
Job Senior Account Manager at Fidelity Investments
Industry Investment Banking
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments April 2010 - March 2014
Fidelity Investments September 2008 - April 2010
Fidelity Investments October 2006 - September 2008
Fidelity Investments April 2004 - October 2006
Fidelity Investments March 2001 - April 2004
Fidelity Investments January 2000 - March 2001
Putnam Investments August 1999 - January 2000
Fidelity Investments March 1999 - August 1999
Fidelity Investments August 1994 - March 1999
Skills
Portfolio Management, Mutual Funds, Securities, Equities, Investments, 401k, Fixed Income, Vendor Management, Pensions, Financial Services, Series 7
Education
Suffolk University - Sawyer School of Management 1995 — 1997
MBA
Boston College 1986 — 1990
Bachelor of Science (BS), Finance, General
Fidelity Investments March 2014 - Present
Fidelity Investments April 2010 - March 2014
Fidelity Investments September 2008 - April 2010
Fidelity Investments October 2006 - September 2008
Fidelity Investments April 2004 - October 2006
Fidelity Investments March 2001 - April 2004
Fidelity Investments January 2000 - March 2001
Putnam Investments August 1999 - January 2000
Fidelity Investments March 1999 - August 1999
Fidelity Investments August 1994 - March 1999
Skills
Portfolio Management, Mutual Funds, Securities, Equities, Investments, 401k, Fixed Income, Vendor Management, Pensions, Financial Services, Series 7
Education
Suffolk University - Sawyer School of Management 1995 — 1997
MBA
Boston College 1986 — 1990
Bachelor of Science (BS), Finance, General
Kevin Mullay's Putnam Investments Experience February 1995 - August 1996
Job Senior Sales Consultant at Oracle
Industry Computer Software
Experience
Oracle November 2012 - Present
Confluence July 2005 - November 2012
Confluence July 2004 - June 2005
State Street September 1996 - September 2004
Putnam Investments February 1995 - August 1996
Skills
Sales Management, SaaS, Enterprise Software, Sales Process, Leadership, Cloud Computing, CRM, Selling, Business Process..., Sales Operations, Pre-sales, Management, Sales, Product Management, Solution Selling, Strategy
Education
Boston College 1990 — 1994
BA, Economics
Boston College High School 1986 — 1990
Oracle November 2012 - Present
Confluence July 2005 - November 2012
Confluence July 2004 - June 2005
State Street September 1996 - September 2004
Putnam Investments February 1995 - August 1996
Skills
Sales Management, SaaS, Enterprise Software, Sales Process, Leadership, Cloud Computing, CRM, Selling, Business Process..., Sales Operations, Pre-sales, Management, Sales, Product Management, Solution Selling, Strategy
Education
Boston College 1990 — 1994
BA, Economics
Boston College High School 1986 — 1990
Joseph (Jay) Carlson's Putnam Investments Experience 1991 - 2001
Job Independent Travel Consultant
Industry Human Resources
Experience
Cruise Planners / American Express Travel January 2013 - Present
Mercer HR Services January 2000 - January 2012
Mercer 1991 - 2012
Putnam Investments 1991 - 2001
Skills
401k, Employee Benefits, Retirement, Defined Benefit, Pensions, Benefits Administration, Financial Services, Mutual Funds, Defined Contribution, Series 63, Investments, Relationship Management, ERISA, Series 7, Talent Management, Vendor Management, Deferred Compensation, Performance Management, Retirement Planning, Outsourcing
Education
Boston College 1968 — 1972
Bachelor of Science (BS)
Cruise Planners / American Express Travel January 2013 - Present
Mercer HR Services January 2000 - January 2012
Mercer 1991 - 2012
Putnam Investments 1991 - 2001
Skills
401k, Employee Benefits, Retirement, Defined Benefit, Pensions, Benefits Administration, Financial Services, Mutual Funds, Defined Contribution, Series 63, Investments, Relationship Management, ERISA, Series 7, Talent Management, Vendor Management, Deferred Compensation, Performance Management, Retirement Planning, Outsourcing
Education
Boston College 1968 — 1972
Bachelor of Science (BS)
Michael Omiccioli's Putnam Investments Experience September 2004 - January 2012
Job Systems Engineer at Violin Memory
Industry Computer Hardware
Experience
Violin Memory January 2012 - Present
Putnam Investments September 2004 - January 2012
Gillette/Procter & Gamble 1999 - 2004
Gillette 1986 - 2004
The Gillette Company September 1995 - May 1999
Skills
Virtualization, VMware, Cloud Computing, Disaster Recovery, Cross-functional Team..., Vendor Management, Storage, Management, Solaris, Operating Systems, Servers, Databases, Unix, Windows, System Deployment, Systems Engineering
Education
Boston College
Violin Memory January 2012 - Present
Putnam Investments September 2004 - January 2012
Gillette/Procter & Gamble 1999 - 2004
Gillette 1986 - 2004
The Gillette Company September 1995 - May 1999
Skills
Virtualization, VMware, Cloud Computing, Disaster Recovery, Cross-functional Team..., Vendor Management, Storage, Management, Solaris, Operating Systems, Servers, Databases, Unix, Windows, System Deployment, Systems Engineering
Education
Boston College
Dave Matteo's Putnam Investments Experience January 2004 - May 2007
Job Principal at Cedarwood Development
Industry Real Estate
Experience
Cedarwood Development January 2009 - Present
ICON Advisers May 2007 - January 2009
Putnam Investments January 2004 - May 2007
Northwestern Mutual June 2001 - December 2003
Skills
Sales, Sales Operations, Investments, CRM, Management, Residential Homes, Real Estate Development, Finance, Asset Management
Education
Boston College 1998 — 2002
BHS 1994 — 1998
Cedarwood Development January 2009 - Present
ICON Advisers May 2007 - January 2009
Putnam Investments January 2004 - May 2007
Northwestern Mutual June 2001 - December 2003
Skills
Sales, Sales Operations, Investments, CRM, Management, Residential Homes, Real Estate Development, Finance, Asset Management
Education
Boston College 1998 — 2002
BHS 1994 — 1998
Joe Nash's Putnam Investments Experience 1997 - 2001
Job SVP Residential Lending, East Boston Savings Bank & Mt. Washington Bank. a Division of East Boston Savings Bank
Industry Banking
Experience
Mt Washington Bank 2003 - Present
Putnam Investments 1997 - 2001
Education
Boston College 1978 — 1982
Mt Washington Bank 2003 - Present
Putnam Investments 1997 - 2001
Education
Boston College 1978 — 1982
Anne M O'Brien's Putnam Investments Experience May 1997 - August 1998
Job External Affairs Manager at The GroundTruth Project
Industry Writing and Editing
Experience
The GroundTruth Project January 2015 - Present
Martin Middlebrook Photography Workshops USA September 2013 - Present
Woods Hole Film Festival January 2005 - Present
Integrated Statistics at NOAA Northeast Fisheries Science Center November 2010 - January 2015
Fidelity Investments July 2006 - November 2010
Partners Healthcare/The Jimmy Fund March 2005 - June 2006
Workscape July 2000 - November 2004
The Learning Company August 1998 - June 2000
Putnam Investments May 1997 - August 1998
Mutual of America January 1990 - May 1997
Skills
Fundraising, Facebook, Editing, Event Planning, Event Management, Team Leadership, Customer Service, Public Relations, Human Resources, Project Management, Employee Benefits, Marketing Communications, Leadership, Community Outreach, Management, Nonprofits, Social Media, Program Management, Policy
Education
Boston College
BA, Political Science, English
Boston College
The GroundTruth Project January 2015 - Present
Martin Middlebrook Photography Workshops USA September 2013 - Present
Woods Hole Film Festival January 2005 - Present
Integrated Statistics at NOAA Northeast Fisheries Science Center November 2010 - January 2015
Fidelity Investments July 2006 - November 2010
Partners Healthcare/The Jimmy Fund March 2005 - June 2006
Workscape July 2000 - November 2004
The Learning Company August 1998 - June 2000
Putnam Investments May 1997 - August 1998
Mutual of America January 1990 - May 1997
Skills
Fundraising, Facebook, Editing, Event Planning, Event Management, Team Leadership, Customer Service, Public Relations, Human Resources, Project Management, Employee Benefits, Marketing Communications, Leadership, Community Outreach, Management, Nonprofits, Social Media, Program Management, Policy
Education
Boston College
BA, Political Science, English
Boston College
Chris Doucet's Putnam Investments Experience November 2009 - Present
Job Senior Relationship Manager, Intermediary Relations at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement October 2014 - Present
Putnam Investments November 2009 - Present
NAPA 401k Summit Steering Committee January 2013 - March 2015
The Hartford March 2008 - November 2009
Sun Life Retirement Services July 2006 - February 2008
MFS Investment Management 1990 - 2006
Skills
Series 63, 401k, Defined Contribution
Education
Boston College 1986 — 1990
EMPOWER Retirement October 2014 - Present
Putnam Investments November 2009 - Present
NAPA 401k Summit Steering Committee January 2013 - March 2015
The Hartford March 2008 - November 2009
Sun Life Retirement Services July 2006 - February 2008
MFS Investment Management 1990 - 2006
Skills
Series 63, 401k, Defined Contribution
Education
Boston College 1986 — 1990
Brendan Kirby's Putnam Investments Experience June 1991 - September 2010
Job at Plymouth Rock Assurance
Industry Insurance
Experience
Plymouth Rock Assurance September 2010 - Present
Putnam Investments June 1991 - September 2010
Education
Boston College 1986 — 1990
Plymouth Rock Assurance September 2010 - Present
Putnam Investments June 1991 - September 2010
Education
Boston College 1986 — 1990
Kara (McLucas) Tierney's Putnam Investments Experience 1998 - 2001
Job PMT
Industry Financial Services
Experience
Income Research + Management June 2014 - Present
State Street December 2013 - June 2014
Loomis, Sayles & Company September 2008 - September 2013
Wellington Management August 2005 - September 2008
Robeco June 2004 - July 2005
Boston Partners Asset Management August 2001 - June 2004
Boston Partners Asset Management April 2001 - August 2001
Putnam Investments 1998 - 2001
Putnam Investments 1998 - 1999
Putnam Investments 1997 - 1998
Skills
Mutual Funds, Financial Services, Marketing Communications, Equities, Relationship Management, Marketing Strategy, Marketing, Cross-functional Team..., Leadership, Project Management, Product Marketing, Management, Process Improvement, Business Development, CRM, Investments, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2013
MBA
Boston College 1990 — 1994
BA
Winchester High School 1986 — 1990
Income Research + Management June 2014 - Present
State Street December 2013 - June 2014
Loomis, Sayles & Company September 2008 - September 2013
Wellington Management August 2005 - September 2008
Robeco June 2004 - July 2005
Boston Partners Asset Management August 2001 - June 2004
Boston Partners Asset Management April 2001 - August 2001
Putnam Investments 1998 - 2001
Putnam Investments 1998 - 1999
Putnam Investments 1997 - 1998
Skills
Mutual Funds, Financial Services, Marketing Communications, Equities, Relationship Management, Marketing Strategy, Marketing, Cross-functional Team..., Leadership, Project Management, Product Marketing, Management, Process Improvement, Business Development, CRM, Investments, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2013
MBA
Boston College 1990 — 1994
BA
Winchester High School 1986 — 1990
Bob Doucette's Putnam Investments Experience December 2001 - September 2004
Job ETL/Data Migration and Infrastructure Architect and Technical Manager at major U.S. banking giant [name withheld]
Industry Computer Software
Experience
Conquest Data Solutions, LLC August 2006 - Present
Major U.S. banking giant [name withheld] through Affusion Consulting May 2014 - Present
EMC Corporation, Southboro, MA December 2010 - March 2014
Merkle Incorporated March 2010 - October 2011
Fidelity Investments Brokerage Company Technology - FIT DB Architecture Group May 2007 - December 2009
Fresenius Medical Care – North America September 2006 - May 2007
Axis Technology, LLC September 2004 - August 2006
Putnam Investments December 2001 - September 2004
Tessera Enterprise Systems/iXL August 1996 - November 2001
Epsilon Data Management - High Performance Computing Division 1993 - August 1996
Skills
Data Warehousing, ETL, Oracle, SDLC, Unix, PL/SQL, Database Design, Databases, Informatica, Enterprise Architecture, Unix Shell Scripting, SQL, Integration, DB2, Perl, Relational Database..., Data Migration Design..., Unix Systems Programming, VLDB, Systems Integration..., Business Intelligence..., Large Scale ETL systems..., Software Development, XML, Sybase, Testing, Data Migration, Netezza, Architecture, Performance Tuning, Linux, Business Intelligence
Education
Northeastern University School of Law 1985 — 1988
Juris Doctor, Law
Boston College 1980 — 1984
Bachelor of Arts (B.A.), Political Science and Psychology (double majored)
Conquest Data Solutions, LLC August 2006 - Present
Major U.S. banking giant [name withheld] through Affusion Consulting May 2014 - Present
EMC Corporation, Southboro, MA December 2010 - March 2014
Merkle Incorporated March 2010 - October 2011
Fidelity Investments Brokerage Company Technology - FIT DB Architecture Group May 2007 - December 2009
Fresenius Medical Care – North America September 2006 - May 2007
Axis Technology, LLC September 2004 - August 2006
Putnam Investments December 2001 - September 2004
Tessera Enterprise Systems/iXL August 1996 - November 2001
Epsilon Data Management - High Performance Computing Division 1993 - August 1996
Skills
Data Warehousing, ETL, Oracle, SDLC, Unix, PL/SQL, Database Design, Databases, Informatica, Enterprise Architecture, Unix Shell Scripting, SQL, Integration, DB2, Perl, Relational Database..., Data Migration Design..., Unix Systems Programming, VLDB, Systems Integration..., Business Intelligence..., Large Scale ETL systems..., Software Development, XML, Sybase, Testing, Data Migration, Netezza, Architecture, Performance Tuning, Linux, Business Intelligence
Education
Northeastern University School of Law 1985 — 1988
Juris Doctor, Law
Boston College 1980 — 1984
Bachelor of Arts (B.A.), Political Science and Psychology (double majored)
Bob Caruso, CIMA®, CRPC®'s Putnam Investments Experience November 2000 - January 2004
Job VP at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2007 - Present
Evergreen Investments January 2004 - January 2007
Putnam Investments November 2000 - January 2004
Skills
Series 7, Mutual Funds, Asset Management, Asset Allocation, Alternative Investments, Wealth Management, Series 63, Separately Managed..., Retirement Planning
Education
Boston College 1991 — 1995
Bachelor of Science, Finance
St. John's Prep, Danvers, MA 1987 — 1991
College Prep
OppenheimerFunds February 2007 - Present
Evergreen Investments January 2004 - January 2007
Putnam Investments November 2000 - January 2004
Skills
Series 7, Mutual Funds, Asset Management, Asset Allocation, Alternative Investments, Wealth Management, Series 63, Separately Managed..., Retirement Planning
Education
Boston College 1991 — 1995
Bachelor of Science, Finance
St. John's Prep, Danvers, MA 1987 — 1991
College Prep
Robert Ewing's Putnam Investments Experience November 2008 - Present
Job Putnam CoHead Large Cap US Equities
Industry Financial Services
Experience
Putnam Investments November 2008 - Present
RiverSource Investments 2002 - 2008
Fidelity Investments June 1990 - February 2002
Skills
Equities, Equity Research, Portfolio Management, Mutual Funds, Asset Managment, Hedge Funds, Investments, Equity Valuation, Investment Strategies, Investment Management, Financial Modeling, Valuation, Chartered Financial..., Trading
Education
Boston College 1986 — 1990
Bachelor of Science (BS), Finance and Economics
Putnam Investments November 2008 - Present
RiverSource Investments 2002 - 2008
Fidelity Investments June 1990 - February 2002
Skills
Equities, Equity Research, Portfolio Management, Mutual Funds, Asset Managment, Hedge Funds, Investments, Equity Valuation, Investment Strategies, Investment Management, Financial Modeling, Valuation, Chartered Financial..., Trading
Education
Boston College 1986 — 1990
Bachelor of Science (BS), Finance and Economics
Matthew Ferrelli's Putnam Investments Experience April 2011 - Present
Job Risk Analyst at Putnam Investments
Industry Investment Management
Experience
Putnam Investments April 2011 - Present
Putnam Investments December 2007 - April 2011
JPM 2005 - 2007
Skills
Financial Analysis, Equities, Alternative Investments, Hedge Funds, Bloomberg Terminal
Education
Suffolk University - Sawyer Business School 2005 — 2008
Master, Finance
Boston College
Putnam Investments April 2011 - Present
Putnam Investments December 2007 - April 2011
JPM 2005 - 2007
Skills
Financial Analysis, Equities, Alternative Investments, Hedge Funds, Bloomberg Terminal
Education
Suffolk University - Sawyer Business School 2005 — 2008
Master, Finance
Boston College
Tonya De Melo's Putnam Investments Experience 2002 - 2004
Job SVP, Risk Management at Bank of America
Industry Financial Services
Experience
Bank of America June 2009 - Present
Aspen Partners, Ltd. (Managed Futures Hedge Fund Company) 2005 - 2006
Winter, Wyman, & Company 2004 - 2005
Putnam Investments 2002 - 2004
Merrill Lynch 1997 - 2002
Skills
Corporate Finance, Financial Modeling, Risk Management, Portfolio Management, Strategy, Financial Analysis, Finance, Banking, Credit Analysis, Financial Services, Wealth Management, Investments, Asset Management, Relationship Management, Series 7, Securities, Mutual Funds, Business Analysis, Hedge Funds, Strategic Planning, Process Improvement, Vendor Management, Business Process..., Change Management, Retail Banking, Marketing
Education
University of Georgia - Terry College of Business 2007 — 2009
MBA
Boston College 1993 — 1997
BA, Economics
Universidad Complutense de Madrid 1995 — 1996
Economics
Bank of America June 2009 - Present
Aspen Partners, Ltd. (Managed Futures Hedge Fund Company) 2005 - 2006
Winter, Wyman, & Company 2004 - 2005
Putnam Investments 2002 - 2004
Merrill Lynch 1997 - 2002
Skills
Corporate Finance, Financial Modeling, Risk Management, Portfolio Management, Strategy, Financial Analysis, Finance, Banking, Credit Analysis, Financial Services, Wealth Management, Investments, Asset Management, Relationship Management, Series 7, Securities, Mutual Funds, Business Analysis, Hedge Funds, Strategic Planning, Process Improvement, Vendor Management, Business Process..., Change Management, Retail Banking, Marketing
Education
University of Georgia - Terry College of Business 2007 — 2009
MBA
Boston College 1993 — 1997
BA, Economics
Universidad Complutense de Madrid 1995 — 1996
Economics
Debra Berryman's Putnam Investments Experience 1992 - 1995
Job DB
Industry Individual & Family Services
Experience
Beekley Corporation 1996 - 1997
Putnam Investments 1992 - 1995
Skills
Customer Service, Leadership, Microsoft Office, Process Improvement, Public Speaking
Education
Boston College 1988 — 1992
Boston College Carroll School of Management 1988 — 1992
Millis High School 1984 — 1988
Beekley Corporation 1996 - 1997
Putnam Investments 1992 - 1995
Skills
Customer Service, Leadership, Microsoft Office, Process Improvement, Public Speaking
Education
Boston College 1988 — 1992
Boston College Carroll School of Management 1988 — 1992
Millis High School 1984 — 1988
Raja Sait, CFA's Putnam Investments Experience August 2002 - December 2009
Job Information Technology Executive
Industry Information Technology and Services
Experience
Provant Health Solutions September 2013 - Present
Fidelity Investments July 2012 - June 2013
Wellington Management February 2010 - June 2011
Putnam Investments August 2002 - December 2009
Crossbeam Systems December 2000 - March 2002
Objectlink Consulting Inc. 1997 - 2002
Sybase 1995 - 1996
Skills
Business Analysis, SDLC, Agile Methodologies, Enterprise Architecture, Fixed Income
Education
Birla Institute of Technology and Science
M.Sc(Tech)
Provant Health Solutions September 2013 - Present
Fidelity Investments July 2012 - June 2013
Wellington Management February 2010 - June 2011
Putnam Investments August 2002 - December 2009
Crossbeam Systems December 2000 - March 2002
Objectlink Consulting Inc. 1997 - 2002
Sybase 1995 - 1996
Skills
Business Analysis, SDLC, Agile Methodologies, Enterprise Architecture, Fixed Income
Education
Birla Institute of Technology and Science
M.Sc(Tech)
Christine Lange's Putnam Investments Experience October 2009 - June 2013
Job Head of Retirement Digital Strategy at Voya Financial
Industry Financial Services
Experience
Voya Financial April 2014 - Present
ING US June 2013 - April 2014
Putnam Investments October 2009 - June 2013
Fidelity Investments 1986 - January 2009
Fidelity Investments November 2005 - December 2008
Fidelity Investments January 2005 - November 2005
Fidelity Investments January 2000 - January 2005
Fidelity Investments May 1998 - January 2000
Fidelity Investments August 1986 - May 1998
Stone & Webster 1982 - 1986
Skills
Product Management, Pensions, Cross-functional Team..., Product Development, Retirement Services, Retirement, Business Process..., Leadership, Program Management, Strategy, Change Management, Enterprise Software, Management, Project Management
Education
Northeastern University 1981 — 1984
MS, Industrial Engineering/Engineering Management
Boston College 1977 — 1981
BS, Chemistry
Voya Financial April 2014 - Present
ING US June 2013 - April 2014
Putnam Investments October 2009 - June 2013
Fidelity Investments 1986 - January 2009
Fidelity Investments November 2005 - December 2008
Fidelity Investments January 2005 - November 2005
Fidelity Investments January 2000 - January 2005
Fidelity Investments May 1998 - January 2000
Fidelity Investments August 1986 - May 1998
Stone & Webster 1982 - 1986
Skills
Product Management, Pensions, Cross-functional Team..., Product Development, Retirement Services, Retirement, Business Process..., Leadership, Program Management, Strategy, Change Management, Enterprise Software, Management, Project Management
Education
Northeastern University 1981 — 1984
MS, Industrial Engineering/Engineering Management
Boston College 1977 — 1981
BS, Chemistry
Greg Fulginite's Putnam Investments Experience April 2004 - March 2008
Job Regional Director/ Business Development at Congress Asset Management
Industry Investment Management
Experience
Congress Asset Management January 2013 - Present
OppenheimerFunds Distributors Inc. March 2008 - November 2012
Putnam Investments April 2004 - March 2008
Skills
Investments, Alternative Investments, Asset Allocation, Asset Managment, Investment Strategies, Fixed Income, Investment Management, Wealth Management, Equities, Investment Advisory, Securities, Financial Services, Capital Markets, Mutual Funds, Financial Analysis, Finance, Series 65, Financial Modeling, Separately Managed..., Asset Management
Education
Boston College 1994 — 1998
B.A., Economics
Congress Asset Management January 2013 - Present
OppenheimerFunds Distributors Inc. March 2008 - November 2012
Putnam Investments April 2004 - March 2008
Skills
Investments, Alternative Investments, Asset Allocation, Asset Managment, Investment Strategies, Fixed Income, Investment Management, Wealth Management, Equities, Investment Advisory, Securities, Financial Services, Capital Markets, Mutual Funds, Financial Analysis, Finance, Series 65, Financial Modeling, Separately Managed..., Asset Management
Education
Boston College 1994 — 1998
B.A., Economics
Kyle Moran, CFA's Putnam Investments Experience May 1992 - February 1996
Job VP, Head of Finance at WaVe Life Sciences
Industry Pharmaceuticals
Experience
WaVe Life Sciences July 2014 - Present
Veroha, Inc October 2010 - June 2014
IMMP March 2006 - June 2014
Context Advisors March 2001 - February 2006
Zurich Scudder Investments November 1998 - March 2001
Chase Global Funds Services Company February 1996 - September 1997
Putnam Investments May 1992 - February 1996
Skills
Start-ups, Mergers, Venture Capital, Strategic Planning, Business Analysis, Business Strategy, Financial Analysis, Management Consulting, Business Process..., Finance, New Business Development
Education
Chartered Financial Analyst Program 2000 — 2002
CFA
Brandeis International Business School 1997 — 1998
Masters
Boston College 1988 — 1992
BA
WaVe Life Sciences July 2014 - Present
Veroha, Inc October 2010 - June 2014
IMMP March 2006 - June 2014
Context Advisors March 2001 - February 2006
Zurich Scudder Investments November 1998 - March 2001
Chase Global Funds Services Company February 1996 - September 1997
Putnam Investments May 1992 - February 1996
Skills
Start-ups, Mergers, Venture Capital, Strategic Planning, Business Analysis, Business Strategy, Financial Analysis, Management Consulting, Business Process..., Finance, New Business Development
Education
Chartered Financial Analyst Program 2000 — 2002
CFA
Brandeis International Business School 1997 — 1998
Masters
Boston College 1988 — 1992
BA
Bruce Caldwell's Putnam Investments Experience 1994 - 1996
Job Delivery Technician at National Seating & Mobility
Industry Financial Services
Experience
National Seating & Mobility 2011 - Present
CitiStreet 2001 - 2009
State Street Bank 1996 - 2001
Putnam Investments 1994 - 1996
Sun Life 1987 - 1994
Skills
Access, PeopleSoft, SDLC, Business Analysis, Customer Service, Team Building
Education
Boston College 1983 — 1987
BA, Business Administration
Scotia Glenville High School
National Seating & Mobility 2011 - Present
CitiStreet 2001 - 2009
State Street Bank 1996 - 2001
Putnam Investments 1994 - 1996
Sun Life 1987 - 1994
Skills
Access, PeopleSoft, SDLC, Business Analysis, Customer Service, Team Building
Education
Boston College 1983 — 1987
BA, Business Administration
Scotia Glenville High School
David Salera's Putnam Investments Experience 1987 - 1990
Job Programmer at Dell Services, Federal Government
Industry Computer Software
Experience
Dell Services, Federal Government May 2012 - Present
Bottomline Technologies April 2011 - April 2012
Bottomline Technologies June 2010 - April 2011
InSource Consulting February 2010 - May 2010
Russell/Mellon Analytical Services 1999 - 2008
Mellon Trust 1990 - 1999
Boston Company 1990 - 1993
Putnam Investments 1987 - 1990
Wang Laboratories 1986 - 1987
Itek Corporation 1979 - 1983
Skills
DB2, XML, Java, Java Enterprise Edition, JavaScript, Web Applications
Education
Boston College 1973 — 1977
Bachelor of Science, Computer Science, Accounting
Dell Services, Federal Government May 2012 - Present
Bottomline Technologies April 2011 - April 2012
Bottomline Technologies June 2010 - April 2011
InSource Consulting February 2010 - May 2010
Russell/Mellon Analytical Services 1999 - 2008
Mellon Trust 1990 - 1999
Boston Company 1990 - 1993
Putnam Investments 1987 - 1990
Wang Laboratories 1986 - 1987
Itek Corporation 1979 - 1983
Skills
DB2, XML, Java, Java Enterprise Edition, JavaScript, Web Applications
Education
Boston College 1973 — 1977
Bachelor of Science, Computer Science, Accounting
James Ranieri's Putnam Investments Experience September 2006 - June 2008
Job Analyst at SurgiCare
Industry Financial Services
Experience
Surgi-Care March 2013 - Present
Hearts On Fire April 2011 - September 2012
TJX May 2010 - April 2011
Putnam Investments September 2006 - June 2008
EMC 2003 - 2005
Skills
Management, Financial Modeling, Forecasting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
MBA/MSF, Finance
Boston College 2002 — 2006
BS, Finance, Marketing
Surgi-Care March 2013 - Present
Hearts On Fire April 2011 - September 2012
TJX May 2010 - April 2011
Putnam Investments September 2006 - June 2008
EMC 2003 - 2005
Skills
Management, Financial Modeling, Forecasting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
MBA/MSF, Finance
Boston College 2002 — 2006
BS, Finance, Marketing
Lauren Gentile's Putnam Investments Experience August 2010 - Present
Job Retail Product Analyst at Putnam Investments
Industry Investment Management
Experience
Putnam Investments August 2010 - Present
Putnam Investments October 2007 - August 2010
Putnam Investments March 2005 - October 2007
Putnam Investments September 2002 - March 2005
Putnam Investments September 2001 - September 2002
Skills
Marketing, Mutual Funds, Series 63, Series 7, Series 6, Asset Allocation, Alternative Investments, Investments, Equities, Fixed Income, Salesforce.com, 401k
Education
Boston College 1997 — 2001
Bachelor of Science, Marketing
Saint Joseph's High School 1993 — 1997
Putnam Investments August 2010 - Present
Putnam Investments October 2007 - August 2010
Putnam Investments March 2005 - October 2007
Putnam Investments September 2002 - March 2005
Putnam Investments September 2001 - September 2002
Skills
Marketing, Mutual Funds, Series 63, Series 7, Series 6, Asset Allocation, Alternative Investments, Investments, Equities, Fixed Income, Salesforce.com, 401k
Education
Boston College 1997 — 2001
Bachelor of Science, Marketing
Saint Joseph's High School 1993 — 1997
Patrick Hurley's Putnam Investments Experience 2003 - 2004
Job General Manager, Americas at Acronis
Industry Computer Software
Experience
Acronis January 2014 - Present
Acronis August 2012 - December 2013
Acronis January 2011 - August 2012
Acronis July 2009 - January 2011
Acronis September 2008 - July 2009
Indymac Bank October 2006 - March 2008
Nation-One Mortgage March 2004 - October 2006
Putnam Investments 2003 - 2004
Skills
Salesforce.com, Solution Selling, Cloud Computing, Virtualization, Disaster Recovery, Managed Services, Data Center, Business Development, Sales Management, Team Leadership, Enterprise Software, Sales Operations, Management, Sales Enablement, Strategic Partnerships, Sales Process, Storage, Go-to-market Strategy, Channel Partners, Professional Services, Leadership, SaaS, Sales, Demand Generation, Lead Generation, Business Alliances, Peanuts, Software Industry, Selling, CRM, Product Marketing, Direct Sales, Product Management, Multi-channel Marketing, Account Management, Pre-sales, Strategy, Partner Management, Sharks, Channel Sales, Cold Calling, Marketing Automation, Backup & Recovery...
Education
Boston College 1998 — 2002
Bachelor of Arts (BA), Political Science
Cohasset High School 1995 — 1998
Acronis January 2014 - Present
Acronis August 2012 - December 2013
Acronis January 2011 - August 2012
Acronis July 2009 - January 2011
Acronis September 2008 - July 2009
Indymac Bank October 2006 - March 2008
Nation-One Mortgage March 2004 - October 2006
Putnam Investments 2003 - 2004
Skills
Salesforce.com, Solution Selling, Cloud Computing, Virtualization, Disaster Recovery, Managed Services, Data Center, Business Development, Sales Management, Team Leadership, Enterprise Software, Sales Operations, Management, Sales Enablement, Strategic Partnerships, Sales Process, Storage, Go-to-market Strategy, Channel Partners, Professional Services, Leadership, SaaS, Sales, Demand Generation, Lead Generation, Business Alliances, Peanuts, Software Industry, Selling, CRM, Product Marketing, Direct Sales, Product Management, Multi-channel Marketing, Account Management, Pre-sales, Strategy, Partner Management, Sharks, Channel Sales, Cold Calling, Marketing Automation, Backup & Recovery...
Education
Boston College 1998 — 2002
Bachelor of Arts (BA), Political Science
Cohasset High School 1995 — 1998
Beth Flanagan's Putnam Investments Experience September 2011 - January 2015
Job Relationship Manager at Empower Retirement
Industry Financial Services
Experience
Empower Retirement January 2015 - Present
Putnam Investments September 2011 - January 2015
Fidelity Investments September 1997 - August 2011
Fidelity Investments 1993 - 1997
Fidelity Investments 1987 - 1993
Skills
401k, Mutual Funds, Relationship Management, Series 63, Financial Services, Series 7, Investments, Customer Experience
Education
Suffolk University - Sawyer Business School 1987 — 1992
MBA, Business
Boston College 1983 — 1987
MA, Mathematics
Empower Retirement January 2015 - Present
Putnam Investments September 2011 - January 2015
Fidelity Investments September 1997 - August 2011
Fidelity Investments 1993 - 1997
Fidelity Investments 1987 - 1993
Skills
401k, Mutual Funds, Relationship Management, Series 63, Financial Services, Series 7, Investments, Customer Experience
Education
Suffolk University - Sawyer Business School 1987 — 1992
MBA, Business
Boston College 1983 — 1987
MA, Mathematics
Adam Krajewski, CFA's Putnam Investments Experience April 2013 - Present
Job Industrials Sector Specialist at Putnam Investments
Industry Investment Management
Experience
Putnam Investments April 2013 - Present
Shapiro Research March 2012 - March 2013
Access 342 July 2009 - March 2012
Citi November 2005 - June 2009
Standard & Poor's August 2003 - October 2005
Skills
Valuation, Equity Research, Financial Modeling, Equities, Hedge Funds, Equity Valuation
Education
Boston College 1999 — 2003
Bachelor of Science (BS), Accounting and Finance
Putnam Investments April 2013 - Present
Shapiro Research March 2012 - March 2013
Access 342 July 2009 - March 2012
Citi November 2005 - June 2009
Standard & Poor's August 2003 - October 2005
Skills
Valuation, Equity Research, Financial Modeling, Equities, Hedge Funds, Equity Valuation
Education
Boston College 1999 — 2003
Bachelor of Science (BS), Accounting and Finance
Charles Haley, CFA's Putnam Investments Experience April 2008 - Present
Job Senior Vice President at Putnam Investments
Industry Investment Management
Experience
Putnam Investments April 2008 - Present
State Street Global Advisors January 2007 - March 2008
Boldwater Capital Management LP 2004 - 2007
Columbia Management June 1998 - April 2004
Skills
Fixed Income, Hedge Funds, High Yield, Equities, Alternative Investments, Capital Markets, Investment Management, Valuation, Mutual Funds, Asset Management, Portfolio Management, Bonds, Asset Allocation, Securities, Equity Research
Education
Boston College 1992 — 1996
BA, Classics, Mathematics
St. Sebastian's 1988 — 1992
Putnam Investments April 2008 - Present
State Street Global Advisors January 2007 - March 2008
Boldwater Capital Management LP 2004 - 2007
Columbia Management June 1998 - April 2004
Skills
Fixed Income, Hedge Funds, High Yield, Equities, Alternative Investments, Capital Markets, Investment Management, Valuation, Mutual Funds, Asset Management, Portfolio Management, Bonds, Asset Allocation, Securities, Equity Research
Education
Boston College 1992 — 1996
BA, Classics, Mathematics
St. Sebastian's 1988 — 1992
Alexander Theissen's Putnam Investments Experience November 2007 - March 2010
Job Vice President at Raymond James
Industry Investment Banking
Experience
Raymond James March 2010 - Present
Putnam Investments November 2007 - March 2010
RBC Capital Markets June 2006 - August 2006
Education
Boston College 2003 — 2007
B.S., Finance, Political Science
Raymond James March 2010 - Present
Putnam Investments November 2007 - March 2010
RBC Capital Markets June 2006 - August 2006
Education
Boston College 2003 — 2007
B.S., Finance, Political Science
Patricia McKelvey's Putnam Investments Experience August 1987 - December 2004
Job Partner, North America Oversight & Control Leader at Mercer
Industry Outsourcing/Offshoring
Experience
Mercer January 2015 - Present
Mercer April 2013 - January 2015
Mercer January 2005 - March 2013
Putnam Investments August 1987 - December 2004
Skills
401k, Defined Benefit, Financial Services, Internal Controls, ERISA, Mutual Funds, Employee Benefits, Vendor Management, Defined Contribution, Retirement, Microsoft Excel, Benefits Administration, Pensions, Investments, Executive Pay, Visio
Education
Boston College
Mercer January 2015 - Present
Mercer April 2013 - January 2015
Mercer January 2005 - March 2013
Putnam Investments August 1987 - December 2004
Skills
401k, Defined Benefit, Financial Services, Internal Controls, ERISA, Mutual Funds, Employee Benefits, Vendor Management, Defined Contribution, Retirement, Microsoft Excel, Benefits Administration, Pensions, Investments, Executive Pay, Visio
Education
Boston College
Caitlin Gildea Robinson's Putnam Investments Experience January 2015 - Present
Job Associate Counsel at Putnam Investments
Industry Law Practice
Experience
Putnam Investments January 2015 - Present
K&L Gates June 2011 - December 2014
Chapman and Cutler LLP September 2010 - June 2011
Skills
Legal Writing, Lexis, Legal Research, Securities Regulation
Education
University of Notre Dame Law School 2007 — 2010
JD
London School of Economics 2005 — 2006
MSc, Human Rights
Boston College 2001 — 2005
BA, History
Putnam Investments January 2015 - Present
K&L Gates June 2011 - December 2014
Chapman and Cutler LLP September 2010 - June 2011
Skills
Legal Writing, Lexis, Legal Research, Securities Regulation
Education
University of Notre Dame Law School 2007 — 2010
JD
London School of Economics 2005 — 2006
MSc, Human Rights
Boston College 2001 — 2005
BA, History
Andrew Fahey's Putnam Investments Experience June 2009 - January 2013
Job Senior Credit Analyst at Alcentra LLC
Industry Investment Management
Experience
Alcentra LLC January 2013 - Present
Putnam Investments June 2009 - January 2013
Putnam Investments July 2006 - June 2009
Education
Boston College 2002 — 2006
BA, Economics
Marquette University High School 1998 — 2002
Alcentra LLC January 2013 - Present
Putnam Investments June 2009 - January 2013
Putnam Investments July 2006 - June 2009
Education
Boston College 2002 — 2006
BA, Economics
Marquette University High School 1998 — 2002
Elizabeth (Lemoine) Peabody's Putnam Investments Experience
Job Administrative assistant at Putnam Investments
Industry Financial Services
Experience
Putnam Investments
Skills
Lotus Notes, Microsoft Excel, Access, Administrative..., Outlook, Financial Services
Education
Boston College 1973 — 1977
BS
Putnam Investments
Skills
Lotus Notes, Microsoft Excel, Access, Administrative..., Outlook, Financial Services
Education
Boston College 1973 — 1977
BS
Gregory Pickard's Putnam Investments Experience January 2000 - April 2001
Job Senior Vice President at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman November 2008 - Present
JP Morgan Chase July 2001 - October 2008
Putnam Investments January 2000 - April 2001
Kirkpatrick & Lockhart September 1998 - January 2000
Skills
Securities, Mutual Funds, Hedge Funds, Alternative Investments, Securities Law, Asset Management, Financial Services
Education
Suffolk University Law School 1994 — 1998
JD, law
Boston College 1987 — 1989
Master of Arts (M.A.), American History (United States)
Hartwick College 1983 — 1987
BA, History
Brown Brothers Harriman November 2008 - Present
JP Morgan Chase July 2001 - October 2008
Putnam Investments January 2000 - April 2001
Kirkpatrick & Lockhart September 1998 - January 2000
Skills
Securities, Mutual Funds, Hedge Funds, Alternative Investments, Securities Law, Asset Management, Financial Services
Education
Suffolk University Law School 1994 — 1998
JD, law
Boston College 1987 — 1989
Master of Arts (M.A.), American History (United States)
Hartwick College 1983 — 1987
BA, History
Dan Pastore's Putnam Investments Experience 1996 - 2000
Job Managing Director Institutional Research Sales at Potomac Research Group
Industry Financial Services
Experience
Potomac Research Group 2014 - Present
Capstone LLC 2013 - 2013
Potomac Research Group 2009 - 2013
Stanford Group Company 2004 - 2009
Schwab Soundview Capital Markets 2002 - 2004
ABN AMRO 2000 - 2002
Putnam Investments 1996 - 2000
Skills
Equities, Series 7, Capital Markets, Macro, Regulatory Analysis, Series 24, Series 65, Institutional Sales, New Business Development, Series 63, Series 6, Technical Analysis, Private Equity, Due Diligence, Asset Management, Financial Modeling, Mutual Funds, Fixed Income, Alternative Investments, Bloomberg, Hedge Funds
Education
University of Notre Dame - Mendoza College of Business 1995 — 1997
MBA, Finance
Boston College 1986 — 1990
BA, History
Noble and Greenough School
Potomac Research Group 2014 - Present
Capstone LLC 2013 - 2013
Potomac Research Group 2009 - 2013
Stanford Group Company 2004 - 2009
Schwab Soundview Capital Markets 2002 - 2004
ABN AMRO 2000 - 2002
Putnam Investments 1996 - 2000
Skills
Equities, Series 7, Capital Markets, Macro, Regulatory Analysis, Series 24, Series 65, Institutional Sales, New Business Development, Series 63, Series 6, Technical Analysis, Private Equity, Due Diligence, Asset Management, Financial Modeling, Mutual Funds, Fixed Income, Alternative Investments, Bloomberg, Hedge Funds
Education
University of Notre Dame - Mendoza College of Business 1995 — 1997
MBA, Finance
Boston College 1986 — 1990
BA, History
Noble and Greenough School
Brendan R. Murray's Putnam Investments Experience October 1992 - January 2003
Job Director, Global Business Development at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein March 2011 - Present
Cohen & Steers June 2010 - June 2011
American Century Investments November 2008 - June 2010
American Century Investments September 2007 - November 2008
American Century Investments January 2003 - September 2007
Putnam Investments October 1992 - January 2003
Skills
Mutual Funds, Series 7, Wealth Management, Alternative Investments, Series 63, Asset Allocation, Separately Managed..., Investments, Equities, Investment Strategies, Portfolio Management, Marketing, Sales, Series 24, Hedge Funds, Investment Management, Financial Services, Fixed Income, Relationship Management, Securities, Investment Advisory
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Management
Boston College 1986 — 1989
BS, Finance
AllianceBernstein March 2011 - Present
Cohen & Steers June 2010 - June 2011
American Century Investments November 2008 - June 2010
American Century Investments September 2007 - November 2008
American Century Investments January 2003 - September 2007
Putnam Investments October 1992 - January 2003
Skills
Mutual Funds, Series 7, Wealth Management, Alternative Investments, Series 63, Asset Allocation, Separately Managed..., Investments, Equities, Investment Strategies, Portfolio Management, Marketing, Sales, Series 24, Hedge Funds, Investment Management, Financial Services, Fixed Income, Relationship Management, Securities, Investment Advisory
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Management
Boston College 1986 — 1989
BS, Finance
Holly Chesnauskas's Putnam Investments Experience May 1996 - August 1997
Job Computer Software Professional
Industry Computer Software
Experience
Cape Cod May 2008 - July 2013
Bank of New York Mellon April 2000 - May 2008
Department of Medical Assistance/State of Massachusetts September 1997 - February 2000
Putnam Investments May 1996 - August 1997
Skills
DB2, COBOL, Requirements Analysis, Testing, Analysis, Fixed Income, Requirements Gathering, Mainframe, CICS, Quality Assurance, Leadership, MVS, SQL, Business Requirements, Systems Analysis, SDLC
Education
Boston College 1977 — 1981
BS, Computer Science and Business
Cape Cod May 2008 - July 2013
Bank of New York Mellon April 2000 - May 2008
Department of Medical Assistance/State of Massachusetts September 1997 - February 2000
Putnam Investments May 1996 - August 1997
Skills
DB2, COBOL, Requirements Analysis, Testing, Analysis, Fixed Income, Requirements Gathering, Mainframe, CICS, Quality Assurance, Leadership, MVS, SQL, Business Requirements, Systems Analysis, SDLC
Education
Boston College 1977 — 1981
BS, Computer Science and Business
Eddie Miller's Putnam Investments Experience 1997 - 2007
Job Director, Institutional Product and Strategy, Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Management December 2007 - Present
Putnam Investments 1997 - 2007
Education
Boston College
BA, English
Milton Academy
Columbia Management December 2007 - Present
Putnam Investments 1997 - 2007
Education
Boston College
BA, English
Milton Academy
Duncan Harvey Jr , CFA's Putnam Investments Experience September 2010 - Present
Job Risk Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments September 2010 - Present
Putnam Investments July 2000 - May 2011
Skills
Bloomberg, Fixed Income
Education
Boston College
Finance
Putnam Investments September 2010 - Present
Putnam Investments July 2000 - May 2011
Skills
Bloomberg, Fixed Income
Education
Boston College
Finance
Julie Malloy's Putnam Investments Experience
Job Director of Financial Planning & Analysis at Putnam Investments
Industry Financial Services
Experience
Putnam Investments
Skills
Financial Modeling, Financial Analysis, Financial Services, Mutual Funds, Equities, Fixed Income, Investments, Financial Reporting, Asset Management, Strategic Financial...
Education
Boston College 1978 — 1982
BS, Accounting
Putnam Investments
Skills
Financial Modeling, Financial Analysis, Financial Services, Mutual Funds, Equities, Fixed Income, Investments, Financial Reporting, Asset Management, Strategic Financial...
Education
Boston College 1978 — 1982
BS, Accounting
Megan Teague's Putnam Investments Experience August 1998 - December 2004
Job Implementation Analyst at Mercer
Industry Financial Services
Jennifer Patenaude's Putnam Investments Experience 1995 - 1997
Job Flexible Professional Open to New Opportunities in Data Gathering/Analysis, Acct Mgmt, Recruiting
Industry Market Research
Experience
PanelClaw, Inc. 2010 - 2011
Cogent Research 2006 - 2008
Market Metrics 1997 - 2005
Putnam Investments 1995 - 1997
Boston Marriott Copley 1994 - 1995
Skills
Market Research, Competitive Analysis, Sales, Project Management, College Recruiting, Segmentation, Account Management, Internet Recruiting, Strategic Sourcing, Strategic Planning, Interviews
Education
Boston College
Bachelor of Arts (B.A.), Sociology
Pomfret School
PanelClaw, Inc. 2010 - 2011
Cogent Research 2006 - 2008
Market Metrics 1997 - 2005
Putnam Investments 1995 - 1997
Boston Marriott Copley 1994 - 1995
Skills
Market Research, Competitive Analysis, Sales, Project Management, College Recruiting, Segmentation, Account Management, Internet Recruiting, Strategic Sourcing, Strategic Planning, Interviews
Education
Boston College
Bachelor of Arts (B.A.), Sociology
Pomfret School
Joe Petitti's Putnam Investments Experience 1998 - 2012
Job Experienced Finance Executive
Industry Financial Services
Experience
Atlantic Power Coproration January 2014 - February 2014
Putnam Investments 1998 - 2012
Liberty Mutual 1989 - 1998
Skills
Financial Analysis, Capital Markets, Treasury Management, Cash Management, Accounts Payable, Payroll, Treasury, Insurance, Financial Modeling, Portfolio Management, Asset Management, Management, Finance, Risk Management, Financial Reporting, Mutual Funds, Equities, Investments, Financial Services, Corporate Finance, Fixed Income, Strategic Financial..., Valuation, Derivatives, FX Options, Securities, Investment Management, Banking, Credit
Education
Boston College 1990 — 1992
Master of Science (MS), Finance
University of Massachusetts Boston 1986 — 1989
BS, Management, Finance Major
Atlantic Power Coproration January 2014 - February 2014
Putnam Investments 1998 - 2012
Liberty Mutual 1989 - 1998
Skills
Financial Analysis, Capital Markets, Treasury Management, Cash Management, Accounts Payable, Payroll, Treasury, Insurance, Financial Modeling, Portfolio Management, Asset Management, Management, Finance, Risk Management, Financial Reporting, Mutual Funds, Equities, Investments, Financial Services, Corporate Finance, Fixed Income, Strategic Financial..., Valuation, Derivatives, FX Options, Securities, Investment Management, Banking, Credit
Education
Boston College 1990 — 1992
Master of Science (MS), Finance
University of Massachusetts Boston 1986 — 1989
BS, Management, Finance Major
Amanda Giglio's Putnam Investments Experience July 2010 - January 2013
Job Program Manager
Industry Financial Services
Experience
Compass Working Capital September 2013 - Present
Compass Working Capital February 2013 - September 2013
Putnam Investments July 2010 - January 2013
The Boston Company Asset Management June 2009 - April 2010
Fidelity Investments 2007 - 2008
Skills
Credit Analysis, Fixed Income Research, Investments, Municipal Bonds, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College 2006 — 2010
BS
Bishop Guertin 2002 — 2006
High School Diploma
Compass Working Capital September 2013 - Present
Compass Working Capital February 2013 - September 2013
Putnam Investments July 2010 - January 2013
The Boston Company Asset Management June 2009 - April 2010
Fidelity Investments 2007 - 2008
Skills
Credit Analysis, Fixed Income Research, Investments, Municipal Bonds, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College 2006 — 2010
BS
Bishop Guertin 2002 — 2006
High School Diploma
Erika Panyard's Putnam Investments Experience October 1995 - July 1997
Job VP Senior Technical Advisor at US Bancorp Fund Services, LLC
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC November 2007 - Present
MFS Investment Management January 2003 - May 2006
MFS Investment Management July 1997 - January 2003
Putnam Investments October 1995 - July 1997
Stride Rite February 1995 - October 1995
PwC December 1991 - February 1995
Skills
Mutual Funds, Auditing, Lean Six Sigma, Fund Administration, Valuation, Fund Accounting, Compliance
Education
Northeastern University 1991 — 1992
MBA/MS Accounting, Accounting and Business Management
Binghamton University 1986 — 1990
BS, Economics
U.S. Bancorp Fund Services, LLC November 2007 - Present
MFS Investment Management January 2003 - May 2006
MFS Investment Management July 1997 - January 2003
Putnam Investments October 1995 - July 1997
Stride Rite February 1995 - October 1995
PwC December 1991 - February 1995
Skills
Mutual Funds, Auditing, Lean Six Sigma, Fund Administration, Valuation, Fund Accounting, Compliance
Education
Northeastern University 1991 — 1992
MBA/MS Accounting, Accounting and Business Management
Binghamton University 1986 — 1990
BS, Economics
Joseph Cleveland's Putnam Investments Experience November 2008 - June 2010
Job Regional Account Manager at Henry Schein
Industry Hospital & Health Care
Experience
Henry Schein September 2013 - Present
Philips Healthcare July 2012 - September 2013
Philips Healthcare December 2012 - August 2013
Winchester Hospital November 2010 - July 2012
Putnam Investments November 2008 - June 2010
Skills
Lead Generation, Sales, Marketing, CRM, Salesforce.com, Cold Calling, Account Management, Customer Service, Sales Operations, Leadership, Marketing Strategy, Social Media, Social Media Marketing, Email Marketing, Marketing Communications, Market Research, Social Networking, Sales Management, Training, Management, Business Development, Strategic Planning, Team Building, Direct Sales, Selling, Sales Process, Sales Presentations, B2B
Education
Merrimack College 2006 — 2010
Bachelor of Science
Bond University 2009 — 2009
Henry Schein September 2013 - Present
Philips Healthcare July 2012 - September 2013
Philips Healthcare December 2012 - August 2013
Winchester Hospital November 2010 - July 2012
Putnam Investments November 2008 - June 2010
Skills
Lead Generation, Sales, Marketing, CRM, Salesforce.com, Cold Calling, Account Management, Customer Service, Sales Operations, Leadership, Marketing Strategy, Social Media, Social Media Marketing, Email Marketing, Marketing Communications, Market Research, Social Networking, Sales Management, Training, Management, Business Development, Strategic Planning, Team Building, Direct Sales, Selling, Sales Process, Sales Presentations, B2B
Education
Merrimack College 2006 — 2010
Bachelor of Science
Bond University 2009 — 2009
Dawn D'Alelio's Putnam Investments Experience August 1995 - May 1996
Job Leader at B.I.G.
Industry Investment Management
Experience
B.I.G. May 2011 - June 2012
Putnam Investments August 1995 - May 1996
Keystone Group, Inc. February 1984 - March 1994
Skills
Leadership
Education
Boston College 1979 — 1983
Bachelor of Arts (B.A.), Psychology
B.I.G. May 2011 - June 2012
Putnam Investments August 1995 - May 1996
Keystone Group, Inc. February 1984 - March 1994
Skills
Leadership
Education
Boston College 1979 — 1983
Bachelor of Arts (B.A.), Psychology
Jon Schreiber's Putnam Investments Experience May 2013 - Present
Job Investment Product Analyst, Global Asset Allocation at Putnam Investments
Industry Financial Services
Experience
Putnam Investments May 2013 - Present
Putnam Investments December 2011 - May 2013
Putnam Investments July 2010 - December 2011
Education
Boston College 2006 — 2010
Bachelor of Science (BS), Finance & Information Systems
Putnam Investments May 2013 - Present
Putnam Investments December 2011 - May 2013
Putnam Investments July 2010 - December 2011
Education
Boston College 2006 — 2010
Bachelor of Science (BS), Finance & Information Systems
Jennifer Callinan's Putnam Investments Experience January 1998 - August 2000
Job Development Assistant at Carmel Christian School
Industry Education Management
Experience
Putnam Investments January 1998 - August 2000
Putnam Investments 1995 - 1998
Skills
Mutual Funds, Employee Benefits, Customer Service, Financial Services, 401k, Relationship Management, Team Building, Employee Training
Education
Liberty University 2011 — 2013
Bachelor's degree, Multi-/Interdisciplinary Studies, General
Bob Jones University 1992 — 1994
Putnam Investments January 1998 - August 2000
Putnam Investments 1995 - 1998
Skills
Mutual Funds, Employee Benefits, Customer Service, Financial Services, 401k, Relationship Management, Team Building, Employee Training
Education
Liberty University 2011 — 2013
Bachelor's degree, Multi-/Interdisciplinary Studies, General
Bob Jones University 1992 — 1994
Pamela A. McGrath's Putnam Investments Experience 1998 - 1999
Job
Industry Financial Services
Experience
Financial Services 2004 - Present
Griffin Builders, LLC 2000 - 2004
Liberty Funds Group (now Columbia Funds) 1999 - 2000
Putnam Investments 1998 - 1999
Scudder, Stevens & Clark 1984 - 1997
Skills
Mutual Funds, Global Inv. Management, Global Custody, Global Operations, Change Agent, Start-up Ventures, SEC compliance, Project Management, IT Management, Hedge Funds, Conflict Resolution, IRS compliance, Board of Directors..., Written communications, Change Management, M&A experience, Entrepreneurship, SEC reporting, Mentoring, Team Building, Risk Management, Vendor Management, Negotiating, SOX, Sarbanes-Oxley Act, Financial Reporting, Investment Management
Education
Boston College
Bachelor of Arts (B.A.), cum laude, Economics and English
Financial Services 2004 - Present
Griffin Builders, LLC 2000 - 2004
Liberty Funds Group (now Columbia Funds) 1999 - 2000
Putnam Investments 1998 - 1999
Scudder, Stevens & Clark 1984 - 1997
Skills
Mutual Funds, Global Inv. Management, Global Custody, Global Operations, Change Agent, Start-up Ventures, SEC compliance, Project Management, IT Management, Hedge Funds, Conflict Resolution, IRS compliance, Board of Directors..., Written communications, Change Management, M&A experience, Entrepreneurship, SEC reporting, Mentoring, Team Building, Risk Management, Vendor Management, Negotiating, SOX, Sarbanes-Oxley Act, Financial Reporting, Investment Management
Education
Boston College
Bachelor of Arts (B.A.), cum laude, Economics and English
Karen Doherty's Putnam Investments Experience 1995 - 2004
Job Marketing Support Specialist at FitLinxx
Industry Health, Wellness and Fitness
Experience
FitLinxx March 2013 - Present
Weight Watchers November 2009 - September 2011
Mercer 2004 - 2006
Putnam Investments 1995 - 2004
Education
Suffolk University Law School 1989 — 1992
Doctor of Law (J.D.)
Boston College 1984 — 1988
Bachelor's degree
FitLinxx March 2013 - Present
Weight Watchers November 2009 - September 2011
Mercer 2004 - 2006
Putnam Investments 1995 - 2004
Education
Suffolk University Law School 1989 — 1992
Doctor of Law (J.D.)
Boston College 1984 — 1988
Bachelor's degree
Kim Desjardins's Putnam Investments Experience November 2004 - Present
Job Compliance Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments November 2004 - Present
Putnam Investments February 1997 - November 2004
Education
Blackstone Valley Vocational Regional School District 1989 — 1992
Community College of Rhode Island
Associate's degree
Putnam Investments November 2004 - Present
Putnam Investments February 1997 - November 2004
Education
Blackstone Valley Vocational Regional School District 1989 — 1992
Community College of Rhode Island
Associate's degree