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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5,113 Putnam Investments employees in database. Find out everything there's to know about Putnam Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Putnam Investments Employees
Employee
Years
Job
Industry
Cora Nucci Cora Nucci's Putnam Investments Experience 1990 - 1994
Job Editorial Strategist, Project Manager, Content Developer
Industry Online Media
Experience
HealthLeaders Media June 2010 - Present
United Business Media May 2004 - June 2010
Independent 2000 - 2004
iParty.com 1999 - 2000
The Big Party Corp. 1994 - 1999
Putnam Investments 1990 - 1994
Education
Boston University 1981 — 1985
BA
HealthLeaders Media June 2010 - Present
United Business Media May 2004 - June 2010
Independent 2000 - 2004
iParty.com 1999 - 2000
The Big Party Corp. 1994 - 1999
Putnam Investments 1990 - 1994
Education
Boston University 1981 — 1985
BA
David Raine's Putnam Investments Experience 1999 - 2003
Job Director, Advisor & Branch Acquisition at Investors Capital
Industry Financial Services
Experience
Investors Capital 2011 - Present
Investors Capital 2006 - Present
Investors Capital 2003 - 2006
Putnam Investments 1999 - 2003
Skills
Recruiting, Transition Management, Series 7, Series 65, Customer Acquisition, Customer Retention, Customer Experience, Strategic Planning, Relationship Management, Risk Management, Financial Advisory, Retirement, Retirement Planning, Series 63, Wealth Management, Securities, IRAs
Education
Boston University 1995 — 1999
B.S.
Investors Capital 2011 - Present
Investors Capital 2006 - Present
Investors Capital 2003 - 2006
Putnam Investments 1999 - 2003
Skills
Recruiting, Transition Management, Series 7, Series 65, Customer Acquisition, Customer Retention, Customer Experience, Strategic Planning, Relationship Management, Risk Management, Financial Advisory, Retirement, Retirement Planning, Series 63, Wealth Management, Securities, IRAs
Education
Boston University 1995 — 1999
B.S.
Patricia Maguire's Putnam Investments Experience May 2002 - August 2005
Job Senior Program Manager, Building Economic Opportunity at Jobs for the Future (JFF)
Industry Nonprofit Organization Management
Experience
Jobs for the Future May 2014 - Present
Community Economic Development Assistance Corporation (CEDAC) September 2012 - May 2014
Groundwork Somerville April 2012 - August 2013
The Boston Foundation September 2011 - September 2012
The Boston Foundation June 2009 - September 2011
TJX February 2007 - January 2009
Boston College Center September 2008 - 2009
Massachusetts Clubhouse Coalition (MCC) August 2007 - May 2008
Options, Inc February 2006 - February 2007
Putnam Investments May 2002 - August 2005
Skills
Community Outreach, Non-profits, Program Management, Recruiting, Fundraising, Public Speaking, Nonprofits, Research, Grant Writing, Training, Leadership, Program Development, Management, Government, Marketing, Volunteer Management
Education
Boston College 2006 — 2009
MSW, Macro (Community Organizing, Policy, Planning, & Administration)
College of the Holy Cross 1997 — 2001
BA, English/Sociology/Women's Studies
Fontbonne Academy 1993 — 1997
Jobs for the Future May 2014 - Present
Community Economic Development Assistance Corporation (CEDAC) September 2012 - May 2014
Groundwork Somerville April 2012 - August 2013
The Boston Foundation September 2011 - September 2012
The Boston Foundation June 2009 - September 2011
TJX February 2007 - January 2009
Boston College Center September 2008 - 2009
Massachusetts Clubhouse Coalition (MCC) August 2007 - May 2008
Options, Inc February 2006 - February 2007
Putnam Investments May 2002 - August 2005
Skills
Community Outreach, Non-profits, Program Management, Recruiting, Fundraising, Public Speaking, Nonprofits, Research, Grant Writing, Training, Leadership, Program Development, Management, Government, Marketing, Volunteer Management
Education
Boston College 2006 — 2009
MSW, Macro (Community Organizing, Policy, Planning, & Administration)
College of the Holy Cross 1997 — 2001
BA, English/Sociology/Women's Studies
Fontbonne Academy 1993 — 1997
Marc Bedard Marc Bedard's Putnam Investments Experience October 1994 - September 2005
Job Vice President at State Street
Industry Financial Services
Experience
State Street September 2005 - Present
Putnam Investments October 1994 - September 2005
Skills
Fixed Income, MBS
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1999
Master of Business Administration (MBA), Finance, General
Fairfield University 1989 — 1993
Bachelor of Science (BS), Mathematics
State Street September 2005 - Present
Putnam Investments October 1994 - September 2005
Skills
Fixed Income, MBS
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1999
Master of Business Administration (MBA), Finance, General
Fairfield University 1989 — 1993
Bachelor of Science (BS), Mathematics
Michael Robinson Insurance Services Marketing & Coach Michael Robinson Insurance Services Marketing & Coach's Putnam Investments Experience February 1993 - 2000
Job Managing Partner at ISN Premier
Industry Financial Services
Experience
ISN Premier October 2014 - Present
Robinson Consulting, LLC March 2010 - Present
ISN Network December 2007 - March 2010
Asset Marketing Systems 2005 - 2007
Sun Life Financial 2000 - 2005
Putnam Investments February 1993 - 2000
Skills
Wealth Transfer, Long Term Care, Fixed Annuities, Annuity, Retirement, Retirement Planning, Annuities, Training, Coaching, Insurance, Product Marketing, Salesforce Training, 401k, Long-term Care, Variable Annuities, Investments, Life Insurance, Wealth, Securities, Strategic Financial..., Financial Planners, Mutual Funds, Universal Life, Whole Life, Estate Planning, Financial Advisory, Marketing, Asset Management, Term Life Insurance, Disability Insurance, Bonds, Finance, Series 63, Investment Advisory, Wealth Management, Investment Strategies, Series 7, Financial Services, Asset Allocation, Wealth Management..., Fixed Income, IRAs, Pensions, Series 6, Alternative Investments, Personal Finance, Long Term Care Insurance, Small Business, Investment Management, Indexed Annuities
Education
Boston University 1990 — 1992
Business Management
North Shore Community College 1988 — 1990
Business
ISN Premier October 2014 - Present
Robinson Consulting, LLC March 2010 - Present
ISN Network December 2007 - March 2010
Asset Marketing Systems 2005 - 2007
Sun Life Financial 2000 - 2005
Putnam Investments February 1993 - 2000
Skills
Wealth Transfer, Long Term Care, Fixed Annuities, Annuity, Retirement, Retirement Planning, Annuities, Training, Coaching, Insurance, Product Marketing, Salesforce Training, 401k, Long-term Care, Variable Annuities, Investments, Life Insurance, Wealth, Securities, Strategic Financial..., Financial Planners, Mutual Funds, Universal Life, Whole Life, Estate Planning, Financial Advisory, Marketing, Asset Management, Term Life Insurance, Disability Insurance, Bonds, Finance, Series 63, Investment Advisory, Wealth Management, Investment Strategies, Series 7, Financial Services, Asset Allocation, Wealth Management..., Fixed Income, IRAs, Pensions, Series 6, Alternative Investments, Personal Finance, Long Term Care Insurance, Small Business, Investment Management, Indexed Annuities
Education
Boston University 1990 — 1992
Business Management
North Shore Community College 1988 — 1990
Business
Joann (Sobchuk) Yates Joann (Sobchuk) Yates's Putnam Investments Experience 1987 - 1992
Job Trust Operations Manager
Industry Investment Management
Experience
Morley Financial Services 2004 - Present
Standard & Poor's 1994 - 2001
Wyatt Software 1992 - 1994
Putnam Investments 1987 - 1992
Skills
Investments, Portfolio Management, Wealth Management, Asset Management, Mutual Funds, Fixed Income, Securities, Equities, Financial Services, Asset Allocation, Investment Management, Investment Strategies, Collective Investment...
Education
Boston University 1979 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
Boston Latin School 1973 — 1979
Morley Financial Services 2004 - Present
Standard & Poor's 1994 - 2001
Wyatt Software 1992 - 1994
Putnam Investments 1987 - 1992
Skills
Investments, Portfolio Management, Wealth Management, Asset Management, Mutual Funds, Fixed Income, Securities, Equities, Financial Services, Asset Allocation, Investment Management, Investment Strategies, Collective Investment...
Education
Boston University 1979 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
Boston Latin School 1973 — 1979
William Christo William Christo's Putnam Investments Experience December 2009 - April 2010
Job Control Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2014 - Present
BNY Mellon November 2011 - Present
Outback Steakhouse September 2007 - November 2012
University of Massachusetts September 2008 - May 2011
Putnam Investments December 2009 - April 2010
Office of U.S October 2006 - December 2006
Skills
Microsoft Office, Public Speaking, Photoshop, Finance, Customer Satisfaction, Financial Accounting, Bloomberg, Outlook, PowerPoint, Microsoft Excel, Time Management, Microsoft Word, Lotus Notes, Mutual Funds, Customer Service, File Management, Teamwork, Financial Analysis, Management, Research, Account Reconciliation, Insurance, Inventory Management, Corporate Finance, Event Planning, Marketing, Team Leadership, Market Research, Financial Reporting, Sales, Access, Program Management, Leadership, Accounting, Social Media, Training, Spreadsheets, Invoicing, Data Analysis, Budgets, Accounts Receivable, Analysis, Social Networking, PeopleSoft, Process Improvement, Investments, Risk Management, Accounts Payable, Spanish
Education
Boston College - Carroll School of Management 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Boston College - Carroll School of Management 2013 — 2016
Masters of Finance, Management, Finance
University of Massachusetts Lowell 2006 — 2011
Bachelors, Corporate Finance, Management, Marketing
BNY Mellon September 2014 - Present
BNY Mellon November 2011 - Present
Outback Steakhouse September 2007 - November 2012
University of Massachusetts September 2008 - May 2011
Putnam Investments December 2009 - April 2010
Office of U.S October 2006 - December 2006
Skills
Microsoft Office, Public Speaking, Photoshop, Finance, Customer Satisfaction, Financial Accounting, Bloomberg, Outlook, PowerPoint, Microsoft Excel, Time Management, Microsoft Word, Lotus Notes, Mutual Funds, Customer Service, File Management, Teamwork, Financial Analysis, Management, Research, Account Reconciliation, Insurance, Inventory Management, Corporate Finance, Event Planning, Marketing, Team Leadership, Market Research, Financial Reporting, Sales, Access, Program Management, Leadership, Accounting, Social Media, Training, Spreadsheets, Invoicing, Data Analysis, Budgets, Accounts Receivable, Analysis, Social Networking, PeopleSoft, Process Improvement, Investments, Risk Management, Accounts Payable, Spanish
Education
Boston College - Carroll School of Management 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Boston College - Carroll School of Management 2013 — 2016
Masters of Finance, Management, Finance
University of Massachusetts Lowell 2006 — 2011
Bachelors, Corporate Finance, Management, Marketing
Derek Pratt Derek Pratt's Putnam Investments Experience 2001 - 2004
Job
Industry Financial Services
Experience
Citisoft July 2011 - Present
XL Capital January 2005 - June 2011
Putnam Investments 2001 - 2004
Thomson Financial 1997 - 2001
Brown Brothers Harriman 1994 - 1997
Skills
Investments, Management, Fixed Income, Leadership, Data Management, Investment Management, Finance, Asset Management, Financial Services, Equities, Hedge Funds, Portfolio Management, Strategy, Risk Management, Trading Systems, Financial Markets, Program Management, Business Analysis, Data Governance, Securities, Trading, Banking, Project Management, Derivatives, Mutual Funds, Change Management, Capital Markets, Alternative Investments, Market Data, Fund Accounting, SDLC, Bloomberg, Insurance, Reporting & Analysis, Executive Reporting, Financial Reporting, Performance Reporting, Reporting Systems, ETF
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Saint Michael's College
Citisoft July 2011 - Present
XL Capital January 2005 - June 2011
Putnam Investments 2001 - 2004
Thomson Financial 1997 - 2001
Brown Brothers Harriman 1994 - 1997
Skills
Investments, Management, Fixed Income, Leadership, Data Management, Investment Management, Finance, Asset Management, Financial Services, Equities, Hedge Funds, Portfolio Management, Strategy, Risk Management, Trading Systems, Financial Markets, Program Management, Business Analysis, Data Governance, Securities, Trading, Banking, Project Management, Derivatives, Mutual Funds, Change Management, Capital Markets, Alternative Investments, Market Data, Fund Accounting, SDLC, Bloomberg, Insurance, Reporting & Analysis, Executive Reporting, Financial Reporting, Performance Reporting, Reporting Systems, ETF
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Saint Michael's College
Sarah Bajjaly Sarah Bajjaly's Putnam Investments Experience 2002 - 2005
Job Director, MultiPlan
Industry Hospital & Health Care
Experience
MultiPlan October 2010 - Present
Mercer January 2006 - December 2009
Putnam Investments 2002 - 2005
Putnam Investments 1998 - 2002
Putnam Investments 1994 - 1998
Putnam Investments 1992 - 1994
Putnam Investments 1989 - 1992
Skills
Proposal Writing, Product Development, Process Improvement, Employee Benefits, Program Management, Mutual Funds, Business Analysis, Retirement, Vendor Management, Financial Services, Strategic Planning, Risk Management, Cross-functional Team..., Operations Management, Business Development, Relationship Management, CRM, Leadership, Strategy, Sales, Outsourcing, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1990
MSF, Finance
St. Lawrence University 1980 — 1984
BA, Economics
MultiPlan October 2010 - Present
Mercer January 2006 - December 2009
Putnam Investments 2002 - 2005
Putnam Investments 1998 - 2002
Putnam Investments 1994 - 1998
Putnam Investments 1992 - 1994
Putnam Investments 1989 - 1992
Skills
Proposal Writing, Product Development, Process Improvement, Employee Benefits, Program Management, Mutual Funds, Business Analysis, Retirement, Vendor Management, Financial Services, Strategic Planning, Risk Management, Cross-functional Team..., Operations Management, Business Development, Relationship Management, CRM, Leadership, Strategy, Sales, Outsourcing, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1990
MSF, Finance
St. Lawrence University 1980 — 1984
BA, Economics
Jim Corning Jim Corning's Putnam Investments Experience 1996 - 2001
Job Director Stable Value Product Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2012 - Present
John Hancock Life Insurance Company (U.S.A.) 2005 - 2010
John Hancock Life Insurance Company (U.S.A.) 2003 - 2005
John Hancock Life Insurance Company (U.S.A.) 2001 - 2003
Putnam Investments 1996 - 2001
State Street 1991 - 1996
State Street 1989 - 1990
State Street 1988 - 1989
Skills
Investments, Investment Management, Mutual Funds, Investment Strategies, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MBA, Finance
University of Vermont 1981 — 1985
BS, Accounting
Spaulding High School 1978 — 1981
diploma
TIAA-CREF February 2012 - Present
John Hancock Life Insurance Company (U.S.A.) 2005 - 2010
John Hancock Life Insurance Company (U.S.A.) 2003 - 2005
John Hancock Life Insurance Company (U.S.A.) 2001 - 2003
Putnam Investments 1996 - 2001
State Street 1991 - 1996
State Street 1989 - 1990
State Street 1988 - 1989
Skills
Investments, Investment Management, Mutual Funds, Investment Strategies, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MBA, Finance
University of Vermont 1981 — 1985
BS, Accounting
Spaulding High School 1978 — 1981
diploma
Rene McLaughlin's Putnam Investments Experience 1996 - 1998
Job Sr. Compliance Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2013 - Present
Babson College April 2012 - September 2012
Sun Life Financial 2009 - April 2012
Sun Life Financial 2006 - 2009
Sun Life Financial 2005 - 2006
Sun Life Financial 2004 - 2005
Sun Life Financial 2001 - 2004
Keyport 1998 - 2001
Putnam Investments 1996 - 1998
Skills
FINRA, Compliance, Insurance, Annuities, Research, Mutual Funds, Fixed Annuities, Securities, Management, Financial Services, Business Analysis, Life Insurance, Risk Management, Series 6, Series 63, Investments
Education
Boston College 2002 — 2005
Master of Science, Business Administration
Boston College
B.S., Business Administration
Sun Life Financial September 2013 - Present
Babson College April 2012 - September 2012
Sun Life Financial 2009 - April 2012
Sun Life Financial 2006 - 2009
Sun Life Financial 2005 - 2006
Sun Life Financial 2004 - 2005
Sun Life Financial 2001 - 2004
Keyport 1998 - 2001
Putnam Investments 1996 - 1998
Skills
FINRA, Compliance, Insurance, Annuities, Research, Mutual Funds, Fixed Annuities, Securities, Management, Financial Services, Business Analysis, Life Insurance, Risk Management, Series 6, Series 63, Investments
Education
Boston College 2002 — 2005
Master of Science, Business Administration
Boston College
B.S., Business Administration
Doug Francis's Putnam Investments Experience January 1987 - March 1990
Job Realtor at TTR Sotheby’s International Realty
Industry Real Estate
Experience
TTR Sotheby’s International Realty January 2015 - Present
RE/MAX Presidential November 1994 - December 2014
Town & Country Realtors August 1991 - November 1994
Putnam Investments January 1987 - March 1990
Skills
Sellers, Real Estate, Investment Properties, New Home Sales, Relocation, Referrals, Buyer Representation, Condos
Education
Boston University 1983 — 1986
Bachelor of Arts (B.A.), History
The Gunnery School 1979 — 1982
TTR Sotheby’s International Realty January 2015 - Present
RE/MAX Presidential November 1994 - December 2014
Town & Country Realtors August 1991 - November 1994
Putnam Investments January 1987 - March 1990
Skills
Sellers, Real Estate, Investment Properties, New Home Sales, Relocation, Referrals, Buyer Representation, Condos
Education
Boston University 1983 — 1986
Bachelor of Arts (B.A.), History
The Gunnery School 1979 — 1982
Keith Chachkes's Putnam Investments Experience November 2005 - August 2009
Job Digital Marketing Specialist seeking fulltime and consulting opportunities
Industry Marketing and Advertising
Experience
Vantage Deluxe World Travel August 2013 - January 2014
The Lionheart Foundation September 2012 - September 2013
Professional Writer/Freelance Journalist January 1990 - 2013
Putnam Investments November 2005 - August 2009
CommercialARTS, Inc. January 2001 - October 2005
Editor and Publisher Yearbooks, Inc. January 2000 - September 2000
Skills
Marketing Communications, Copywriting, Social Media, Advertising, Writing, Editing, Social Media Marketing, Integrated Marketing, Digital Strategy, SEO, Blogging, Social Networking, Google Analytics, SEM, Google Adwords, Wordpress, Online Marketing, Written & Oral..., Persuasive Presentations, Social Media Coaching &..., Editorial/Content..., HubSpot Partner, Hootsuite Partner, light Graphic Design, Social Media Channel..., Quality Assurance for..., Online Advertising, Hootsuite, Music Industry, Graphic Design, Word Press, Google Adwords..., Adobe Creative Suite, Photography, Photo Retouching, Eventbrite, Slideshare, Quora, Social Media Best..., Social Media Coach, Social Media ROI, Social Analytics, Digital Media, Marketing, Facebook, Web Design, Publicity, Non-profits..., Vimeo, Content Strategy
Education
Boston University 2010 — 2012
MS in Advertising, Advertising
Boston University 2007 — 2010
Bachelor’s Degree, Business Management
Bronx Community College 1990 — 1993
Associates Degree, Liberal Arts, Broadcast Communications
Fiorello H. Laguardia High School For The Performing Arts 1987 — 1990
Vocal Music, Vocal Music
Vantage Deluxe World Travel August 2013 - January 2014
The Lionheart Foundation September 2012 - September 2013
Professional Writer/Freelance Journalist January 1990 - 2013
Putnam Investments November 2005 - August 2009
CommercialARTS, Inc. January 2001 - October 2005
Editor and Publisher Yearbooks, Inc. January 2000 - September 2000
Skills
Marketing Communications, Copywriting, Social Media, Advertising, Writing, Editing, Social Media Marketing, Integrated Marketing, Digital Strategy, SEO, Blogging, Social Networking, Google Analytics, SEM, Google Adwords, Wordpress, Online Marketing, Written & Oral..., Persuasive Presentations, Social Media Coaching &..., Editorial/Content..., HubSpot Partner, Hootsuite Partner, light Graphic Design, Social Media Channel..., Quality Assurance for..., Online Advertising, Hootsuite, Music Industry, Graphic Design, Word Press, Google Adwords..., Adobe Creative Suite, Photography, Photo Retouching, Eventbrite, Slideshare, Quora, Social Media Best..., Social Media Coach, Social Media ROI, Social Analytics, Digital Media, Marketing, Facebook, Web Design, Publicity, Non-profits..., Vimeo, Content Strategy
Education
Boston University 2010 — 2012
MS in Advertising, Advertising
Boston University 2007 — 2010
Bachelor’s Degree, Business Management
Bronx Community College 1990 — 1993
Associates Degree, Liberal Arts, Broadcast Communications
Fiorello H. Laguardia High School For The Performing Arts 1987 — 1990
Vocal Music, Vocal Music
Ligia Morales's Putnam Investments Experience 2004 - 2006
Job Sr. Financial Analyst at EMC
Industry Information Technology and Services
Experience
EMC July 2009 - Present
TechTarget April 2008 - December 2008
Covidien September 2006 - April 2008
Putnam Investments 2004 - 2006
Skills
Microsoft Office, Financial Analysis, SQL, Multitasker, Bilingual-Spanish, Meeting Deadlines, Oracle Reports, Report Generation, Training & Development, Fast Learner, Essbase, Hyperion, Bloomberg, Reuters, Process Automation, ADI, Meet Deadlines, SAP, ERP Implementations, Analysis, Budgets, Data Analysis, Employee Training, Finance, Hyperion Enterprise, Leadership, Management, Project Management, Revenue Recognition, PeopleSoft, Cross-functional Team..., Business Process..., Team Leadership, OBIEE, Variance Analysis, Disability Management, Brand Loyalty, Etiquette, Event Planning, Team Building, Internal Communications, Business Development, Business Intelligence, Employee Relations, Professional..., Discipline, Brand Development, Integrity, Professional Experience, Respect
Education
Boston College - Carroll School of Management 1993 — 1997
Bachelor, Business management
EMC July 2009 - Present
TechTarget April 2008 - December 2008
Covidien September 2006 - April 2008
Putnam Investments 2004 - 2006
Skills
Microsoft Office, Financial Analysis, SQL, Multitasker, Bilingual-Spanish, Meeting Deadlines, Oracle Reports, Report Generation, Training & Development, Fast Learner, Essbase, Hyperion, Bloomberg, Reuters, Process Automation, ADI, Meet Deadlines, SAP, ERP Implementations, Analysis, Budgets, Data Analysis, Employee Training, Finance, Hyperion Enterprise, Leadership, Management, Project Management, Revenue Recognition, PeopleSoft, Cross-functional Team..., Business Process..., Team Leadership, OBIEE, Variance Analysis, Disability Management, Brand Loyalty, Etiquette, Event Planning, Team Building, Internal Communications, Business Development, Business Intelligence, Employee Relations, Professional..., Discipline, Brand Development, Integrity, Professional Experience, Respect
Education
Boston College - Carroll School of Management 1993 — 1997
Bachelor, Business management
Tim Strakosch's Putnam Investments Experience October 2014 - Present
Job Regional Marketing AssociateInternal Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments October 2014 - Present
Putnam Investments June 2014 - October 2014
Welsh, Carson, Anderson & Stowe June 2013 - August 2013
Chart Room June 2007 - August 2013
TechTarget December 2010 - February 2011
Skills
Valuation, Financial Modeling, Portfolio Management, CRM, Management, Analysis, Microsoft Excel, Finance, Marketing, Data Analysis, Forecasting, Microsoft Office, PowerPoint, Public Speaking
Education
Boston College 2010 — 2014
Bachelor's degree, Finance, Philosophy
Belmont Hill School 2004 — 2010
Putnam Investments October 2014 - Present
Putnam Investments June 2014 - October 2014
Welsh, Carson, Anderson & Stowe June 2013 - August 2013
Chart Room June 2007 - August 2013
TechTarget December 2010 - February 2011
Skills
Valuation, Financial Modeling, Portfolio Management, CRM, Management, Analysis, Microsoft Excel, Finance, Marketing, Data Analysis, Forecasting, Microsoft Office, PowerPoint, Public Speaking
Education
Boston College 2010 — 2014
Bachelor's degree, Finance, Philosophy
Belmont Hill School 2004 — 2010
Paul A. Riccardella, CFA Paul A. Riccardella, CFA's Putnam Investments Experience July 2007 - December 2011
Job Executive Director, Wealth Advisory Channel at MSCI Inc.
Industry Investment Management
Experience
MSCI Inc. May 2014 - Present
MSCI Inc. December 2011 - May 2014
Putnam Investments July 2007 - December 2011
Putnam Investments August 2003 - June 2006
Skills
Investments, Asset Allocation, Mutual Funds, Alternative Investments, Fixed Income, Separately Managed..., Asset Managment, Equities
Education
Northwestern University - Kellogg School of Management 2006 — 2007
MBA, Analytical Finance, Management & Strategy
Boston College - Carroll School of Management 1999 — 2003
BS, Finance
MSCI Inc. May 2014 - Present
MSCI Inc. December 2011 - May 2014
Putnam Investments July 2007 - December 2011
Putnam Investments August 2003 - June 2006
Skills
Investments, Asset Allocation, Mutual Funds, Alternative Investments, Fixed Income, Separately Managed..., Asset Managment, Equities
Education
Northwestern University - Kellogg School of Management 2006 — 2007
MBA, Analytical Finance, Management & Strategy
Boston College - Carroll School of Management 1999 — 2003
BS, Finance
Irene Lisavich, PMP Irene Lisavich, PMP's Putnam Investments Experience April 1997 - January 2005
Job
Industry Financial Services
Experience
Philips March 2012 - Present
Philips/ Adecco Contractor September 2011 - March 2012
Fidelity Investments July 2005 - January 2010
Putnam Investments April 1997 - January 2005
Wang Laboratories 1986 - October 1996
Skills
Business Process..., Project Management, Management, Training, Analysis, Risk Management, PMP, Budgets, User Acceptance Testing, Negotiation, Customer Satisfaction, Process Improvement, Business Analysis, Vendor Management, Program Management, Six Sigma
Education
Boston University 2006 — 2006
Project Manager Professsional Certificate
Merrimack College 2005 — 2005
HR Management Certification
Philips March 2012 - Present
Philips/ Adecco Contractor September 2011 - March 2012
Fidelity Investments July 2005 - January 2010
Putnam Investments April 1997 - January 2005
Wang Laboratories 1986 - October 1996
Skills
Business Process..., Project Management, Management, Training, Analysis, Risk Management, PMP, Budgets, User Acceptance Testing, Negotiation, Customer Satisfaction, Process Improvement, Business Analysis, Vendor Management, Program Management, Six Sigma
Education
Boston University 2006 — 2006
Project Manager Professsional Certificate
Merrimack College 2005 — 2005
HR Management Certification
Fabian Mora Fabian Mora's Putnam Investments Experience May 2011 - April 2014
Job Business Systems Analyst at Cengage Learning
Industry Information Technology and Services
Experience
Cengage Learning April 2014 - Present
Putnam Investments May 2011 - April 2014
Putnam Investments May 2007 - May 2011
Putnam Investments May 2006 - May 2007
Summit Partners November 2005 - May 2006
Skills
Financial Services, Bloomberg, Visio, Lotus Notes, Relationship Management, Software Project..., Asset Managment, Access, Business Intelligence, Requirements Gathering, User Acceptance Testing, Oracle, SQL, Vendor Management, Business Analysis, Integration, SDLC, Databases, Project Management, Agile Methodologies, Business Process, Systems Analysis, Analysis, Quality Assurance, Requirements Analysis, Process Improvement, Business Requirements
Education
Northeastern University 2002 — 2006
BS-Management Information Systems, Information Technology
Boston Latin School
Cengage Learning April 2014 - Present
Putnam Investments May 2011 - April 2014
Putnam Investments May 2007 - May 2011
Putnam Investments May 2006 - May 2007
Summit Partners November 2005 - May 2006
Skills
Financial Services, Bloomberg, Visio, Lotus Notes, Relationship Management, Software Project..., Asset Managment, Access, Business Intelligence, Requirements Gathering, User Acceptance Testing, Oracle, SQL, Vendor Management, Business Analysis, Integration, SDLC, Databases, Project Management, Agile Methodologies, Business Process, Systems Analysis, Analysis, Quality Assurance, Requirements Analysis, Process Improvement, Business Requirements
Education
Northeastern University 2002 — 2006
BS-Management Information Systems, Information Technology
Boston Latin School
Kevin Calabro Kevin Calabro's Putnam Investments Experience July 2015 - Present
Job Investment Product Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2015 - Present
Putnam Investments June 2012 - June 2015
Putnam Investments January 2012 - June 2012
Brown Brothers Harriman August 2011 - January 2012
Putnam Investments June 2010 - August 2010
Riversource Financial June 2008 - August 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2016
Wheaton College 2007 — 2011
Bachelor of Arts, Economics
Putnam Investments July 2015 - Present
Putnam Investments June 2012 - June 2015
Putnam Investments January 2012 - June 2012
Brown Brothers Harriman August 2011 - January 2012
Putnam Investments June 2010 - August 2010
Riversource Financial June 2008 - August 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2016
Wheaton College 2007 — 2011
Bachelor of Arts, Economics
John Wildfire's Putnam Investments Experience April 2003 - November 2004
Job Sales Manager & Account Executive With Over 15 Years of Experience in the Financial Services Industry
Industry Financial Services
Experience
Brighton House Associates June 2015 - Present
Fidelity Investments November 2013 - May 2015
Fidelity Investments February 2006 - November 2013
Fidelity Investments March 2005 - January 2006
Putnam Investments April 2003 - November 2004
Putnam Investments August 2000 - April 2003
Putnam Investments January 2000 - August 2000
Skills
Sales Management, Registered Investment..., Series 24, Series 7, Series 63, Series 51, Business Consulting, Business Development, Practice Managemet, Inside Sales, 401k, Mutual Funds, Retirement, Rollovers, Sales
Education
Boston College - Carroll School of Management 1995 — 1999
Bachelor of Science (BS), Marketing and Information Systems
Brighton House Associates June 2015 - Present
Fidelity Investments November 2013 - May 2015
Fidelity Investments February 2006 - November 2013
Fidelity Investments March 2005 - January 2006
Putnam Investments April 2003 - November 2004
Putnam Investments August 2000 - April 2003
Putnam Investments January 2000 - August 2000
Skills
Sales Management, Registered Investment..., Series 24, Series 7, Series 63, Series 51, Business Consulting, Business Development, Practice Managemet, Inside Sales, 401k, Mutual Funds, Retirement, Rollovers, Sales
Education
Boston College - Carroll School of Management 1995 — 1999
Bachelor of Science (BS), Marketing and Information Systems
Anthony Shufflebotham, CFA Anthony Shufflebotham, CFA's Putnam Investments Experience 1996 - 1998
Job Consultant New Business Opportunity at Cadence Capital Management
Industry Investment Management
Experience
Cadence Capital Management 2013 - Present
The Innovation Institute 2012 - 2013
Invesco 1998 - 2011
Putnam Investments 1996 - 1998
Sungard Financial Systems 1994 - 1996
COLONIAL MANAGEMENT 1989 - 1994
Skills
Portfolio Management, Equities, Asset Allocation, Quantitative Analytics, Investment Strategies, Investments, Investment Banking, Equity Research, Bonds, Investment Management, ETFs, Mergers & Acquisitions, Alternative Investments, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1998
MS, Finance
Oxford Brookes University 1982 — 1986
BSc, Economics, Accounting and Finance
Harvard Extension School 1997 — 2011
Cadence Capital Management 2013 - Present
The Innovation Institute 2012 - 2013
Invesco 1998 - 2011
Putnam Investments 1996 - 1998
Sungard Financial Systems 1994 - 1996
COLONIAL MANAGEMENT 1989 - 1994
Skills
Portfolio Management, Equities, Asset Allocation, Quantitative Analytics, Investment Strategies, Investments, Investment Banking, Equity Research, Bonds, Investment Management, ETFs, Mergers & Acquisitions, Alternative Investments, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1998
MS, Finance
Oxford Brookes University 1982 — 1986
BSc, Economics, Accounting and Finance
Harvard Extension School 1997 — 2011
Vincent Pucillo Vincent Pucillo's Putnam Investments Experience January 1996 - November 1998
Job Learning Design Manager at Dunkin' Brands
Industry Retail
Experience
Dunkin' Brands April 2012 - Present
BJ's Wholesale Club January 2001 - January 2011
J. Baker June 2000 - January 2001
State Street Research November 1998 - June 2000
Putnam Investments January 1996 - November 1998
Education
University of Miami - School of Business 1993 — 1994
MBA, Finance
Boston College - Carroll School of Management 1987 — 1991
BS, Finance
Dunkin' Brands April 2012 - Present
BJ's Wholesale Club January 2001 - January 2011
J. Baker June 2000 - January 2001
State Street Research November 1998 - June 2000
Putnam Investments January 1996 - November 1998
Education
University of Miami - School of Business 1993 — 1994
MBA, Finance
Boston College - Carroll School of Management 1987 — 1991
BS, Finance
Charles Stier, CFP®, QPFC's Putnam Investments Experience April 1997 - May 2000
Job Vice President Client Relations at Voya Financial
Industry Financial Services
Experience
Voya Financial March 2015 - Present
Voya Financial March 2005 - February 2015
Voya Financial June 2000 - March 2005
Putnam Investments April 1997 - May 2000
Skills
Retirement Plan..., Strategic Consulting, Relationship Management, Leadership, Team Management, Employee Management, Continuous Improvement, Qualified Retirement..., Retirement, Defined Benefit, Financial Services, Business Development, New Business Development, Certified Financial..., Sales Presentations, 401k, Investments, Strategic Planning, Retirement Planning, Fiduciary Management, ERISA, Mutual Funds, FINRA, Strategy, Retirement Benefits, Non-Qualified, Non-Qualified Deferred..., Investment Policy..., Wealth Management, Asset Allocation, Employee Benefits, Equities, Risk Management, Investment Management, Lean Management, Change Management, Series 63, Series 7, Series 24, Securities
Education
Boston University 2003 — 2004
Certificate
University Of Rochester 1992 — 1996
BA
Voya Financial March 2015 - Present
Voya Financial March 2005 - February 2015
Voya Financial June 2000 - March 2005
Putnam Investments April 1997 - May 2000
Skills
Retirement Plan..., Strategic Consulting, Relationship Management, Leadership, Team Management, Employee Management, Continuous Improvement, Qualified Retirement..., Retirement, Defined Benefit, Financial Services, Business Development, New Business Development, Certified Financial..., Sales Presentations, 401k, Investments, Strategic Planning, Retirement Planning, Fiduciary Management, ERISA, Mutual Funds, FINRA, Strategy, Retirement Benefits, Non-Qualified, Non-Qualified Deferred..., Investment Policy..., Wealth Management, Asset Allocation, Employee Benefits, Equities, Risk Management, Investment Management, Lean Management, Change Management, Series 63, Series 7, Series 24, Securities
Education
Boston University 2003 — 2004
Certificate
University Of Rochester 1992 — 1996
BA
Kevin Malley Kevin Malley's Putnam Investments Experience 1999 - 2005
Job Principal, Client Services
Industry Financial Services
Experience
Mercer 2005 - Present
Putnam Investments 1999 - 2005
Putnam Investments December 1996 - January 1999
Putnam Investments 1992 - 1996
Skills
401k, Defined Benefit, Retirement, Employee Benefits, Mutual Funds, Defined Contribution, Pensions, Benefits Administration, Relationship Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1999
MBA, business
College of the Holy Cross 1988 — 1992
Bachelor of Arts (B.A.), Economics
Roxbury Latin 1982 — 1988
Mercer 2005 - Present
Putnam Investments 1999 - 2005
Putnam Investments December 1996 - January 1999
Putnam Investments 1992 - 1996
Skills
401k, Defined Benefit, Retirement, Employee Benefits, Mutual Funds, Defined Contribution, Pensions, Benefits Administration, Relationship Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1999
MBA, business
College of the Holy Cross 1988 — 1992
Bachelor of Arts (B.A.), Economics
Roxbury Latin 1982 — 1988
Robert Davis, CFA Robert Davis, CFA's Putnam Investments Experience August 1999 - Present
Job Portfolio Manager Global Fixed Income at Putnam Investments
Industry Investment Management
Experience
Putnam Investments August 1999 - Present
Skills
Investments, FX, Bloomberg, Portfolio Management, Asset Management, Financial Modeling, Capital Markets, Excel, Access, Research, Analysis, Matlab, VBA, SQL, Fixed Income, FX Options, Hedge Funds, Foreign Exchange, Microsoft Excel, Asset Managment, Currency, Alternative Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2009
MSF, Finance
The Graduate College of Union University 1997 — 1999
MBA, Business Management
Union College 1995 — 1998
BA, History
Putnam Investments August 1999 - Present
Skills
Investments, FX, Bloomberg, Portfolio Management, Asset Management, Financial Modeling, Capital Markets, Excel, Access, Research, Analysis, Matlab, VBA, SQL, Fixed Income, FX Options, Hedge Funds, Foreign Exchange, Microsoft Excel, Asset Managment, Currency, Alternative Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2009
MSF, Finance
The Graduate College of Union University 1997 — 1999
MBA, Business Management
Union College 1995 — 1998
BA, History
Jonathan Lonian, SHRM-SCP's Putnam Investments Experience November 2003 - September 2007
Job Senior HR Business Partner at BMC HealthNet Plan
Industry Human Resources
Experience
BMC HealthNet Plan/Well Sense Health Plan September 2012 - Present
WGBH March 2011 - January 2012
WGBH March 2010 - March 2011
TransUnion LLC January 2008 - August 2009
Putnam Investments November 2003 - September 2007
Professional Staffing Group January 2003 - November 2003
Independent Press Association July 2002 - January 2003
MTV Networks January 2000 - January 2002
Court TV May 1999 - January 2000
Skills
Performance Management, Employee Relations, Organizational..., Onboarding, Talent Acquisition, Recruitment/Retention, Exit Interviews, Interviews, College Recruiting, Training, Recruiting, Applicant Tracking..., Human Resources, New Hire Orientations, Personnel Management, HRIS, Exceptional People..., Hiring, Talent Management, Employee Engagement, Conflict Resolution, Leadership, Career Development, Management, Liasoning
Education
Boston University 1997 — 1999
B.S., Television & Film
Syracuse University 1995 — 1997
None, TV, Radio & Film Management
BMC HealthNet Plan/Well Sense Health Plan September 2012 - Present
WGBH March 2011 - January 2012
WGBH March 2010 - March 2011
TransUnion LLC January 2008 - August 2009
Putnam Investments November 2003 - September 2007
Professional Staffing Group January 2003 - November 2003
Independent Press Association July 2002 - January 2003
MTV Networks January 2000 - January 2002
Court TV May 1999 - January 2000
Skills
Performance Management, Employee Relations, Organizational..., Onboarding, Talent Acquisition, Recruitment/Retention, Exit Interviews, Interviews, College Recruiting, Training, Recruiting, Applicant Tracking..., Human Resources, New Hire Orientations, Personnel Management, HRIS, Exceptional People..., Hiring, Talent Management, Employee Engagement, Conflict Resolution, Leadership, Career Development, Management, Liasoning
Education
Boston University 1997 — 1999
B.S., Television & Film
Syracuse University 1995 — 1997
None, TV, Radio & Film Management
Steve Fiedler's Putnam Investments Experience August 2007 - August 2010
Job Strategic Product Management at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US August 2015 - Present
F-Squared Investments June 2014 - March 2015
State Street Global Advisors August 2010 - June 2014
Putnam Investments August 2007 - August 2010
Putnam Investments January 2003 - August 2007
Putnam Investments April 1999 - January 2003
Skills
Mutual Funds, Equities, Fixed Income, Financial Services, Product Management, Hedge Funds, Alternative Investments, Product Development, Marketing Strategy, Product Marketing, FINRA, Securities, Product Launch, Hedge Fund Marketing, Institutional Marketing, Alternatives, Closed-end Funds, ETFs, Marketing, Asset Management, Investment Management, Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
MBA, Finance
Hobart and William Smith Colleges 1989 — 1993
B.A, Economics, French
Columbia Threadneedle Investments, US August 2015 - Present
F-Squared Investments June 2014 - March 2015
State Street Global Advisors August 2010 - June 2014
Putnam Investments August 2007 - August 2010
Putnam Investments January 2003 - August 2007
Putnam Investments April 1999 - January 2003
Skills
Mutual Funds, Equities, Fixed Income, Financial Services, Product Management, Hedge Funds, Alternative Investments, Product Development, Marketing Strategy, Product Marketing, FINRA, Securities, Product Launch, Hedge Fund Marketing, Institutional Marketing, Alternatives, Closed-end Funds, ETFs, Marketing, Asset Management, Investment Management, Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
MBA, Finance
Hobart and William Smith Colleges 1989 — 1993
B.A, Economics, French
Neil McCoy Neil McCoy's Putnam Investments Experience January 1997 - January 2001
Job Communications Systems Analyst at Citizens Bank
Industry Information Technology and Services
Experience
Citizens Bank July 2009 - Present
Comdata Tech November 2004 - January 2009
RS information systems April 2004 - October 2004
District of Columia September 2003 - March 2004
American Management Systems (AMS) March 2003 - August 2003
McCoy Associates January 2002 - March 2003
Spherion March 2001 - December 2001
Putnam Investments January 1997 - January 2001
Stop & Shop January 1988 - January 1997
Skills
VTAM, Netview, TCP/IP, Mainframe, z/OS, Disaster Recovery, MVS, IBM Mainframe, TSO, Unix, ISPF, SDLC, FTP, Documentation, OS/390
Education
Computer Learning Center 1983 — 1983
Northeastern University 1978 — 1980
Boston Latin Academy 1972 — 1978
Boston Latin School 1972 — 1978
Citizens Bank July 2009 - Present
Comdata Tech November 2004 - January 2009
RS information systems April 2004 - October 2004
District of Columia September 2003 - March 2004
American Management Systems (AMS) March 2003 - August 2003
McCoy Associates January 2002 - March 2003
Spherion March 2001 - December 2001
Putnam Investments January 1997 - January 2001
Stop & Shop January 1988 - January 1997
Skills
VTAM, Netview, TCP/IP, Mainframe, z/OS, Disaster Recovery, MVS, IBM Mainframe, TSO, Unix, ISPF, SDLC, FTP, Documentation, OS/390
Education
Computer Learning Center 1983 — 1983
Northeastern University 1978 — 1980
Boston Latin Academy 1972 — 1978
Boston Latin School 1972 — 1978
Timothy Flynn Timothy Flynn's Putnam Investments Experience April 2013 - February 2014
Job Retirement Plan Client Relations Manager at Baystate Financial
Industry Financial Services
Experience
Baystate Financial June 2015 - Present
EMPOWER Retirement February 2014 - April 2015
Putnam Investments April 2013 - February 2014
Pioneer Investments June 2011 - April 2013
Skills
Mutual Funds, Financial Services, Wealth Management, Customer Service, Outlook, Microsoft Excel, Asset Allocation, Fixed Income, Series 63, Relationship Management, Equities, Retirement Planning, Investments, Series 7, Strategic Financial..., Bloomberg, Finance, Asset Management, Alternative Investments, 401k
Education
University of Massachusetts, Amherst
Bachelor of Science (BS) Business Studies
Boston College 2007 — 2012
Finishing Degree at UMass
Lawrence Academy 2003 — 2007
Diploma, Honors 2nd and 3rd Trimester Junior Year 1st and 2nd Trimester Senior Year
arlington catholic
arlington catholic
Baystate Financial June 2015 - Present
EMPOWER Retirement February 2014 - April 2015
Putnam Investments April 2013 - February 2014
Pioneer Investments June 2011 - April 2013
Skills
Mutual Funds, Financial Services, Wealth Management, Customer Service, Outlook, Microsoft Excel, Asset Allocation, Fixed Income, Series 63, Relationship Management, Equities, Retirement Planning, Investments, Series 7, Strategic Financial..., Bloomberg, Finance, Asset Management, Alternative Investments, 401k
Education
University of Massachusetts, Amherst
Bachelor of Science (BS) Business Studies
Boston College 2007 — 2012
Finishing Degree at UMass
Lawrence Academy 2003 — 2007
Diploma, Honors 2nd and 3rd Trimester Junior Year 1st and 2nd Trimester Senior Year
arlington catholic
arlington catholic
Kevin Schaeffer's Putnam Investments Experience January 2015 - Present
Job Regional Marketing Director Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2015 - Present
Putnam Investments September 2014 - December 2014
Putnam Investments July 2012 - September 2014
Putnam Investments January 2012 - July 2012
Micro Ice Training Centers of America May 2011 - January 2012
American Hockey League September 2007 - April 2011
Skills
Mutual Funds, Salesforce.com, Series 6, Series 63, Social Media, Sports
Education
Boston University 2003 — 2007
BA
Putnam Investments January 2015 - Present
Putnam Investments September 2014 - December 2014
Putnam Investments July 2012 - September 2014
Putnam Investments January 2012 - July 2012
Micro Ice Training Centers of America May 2011 - January 2012
American Hockey League September 2007 - April 2011
Skills
Mutual Funds, Salesforce.com, Series 6, Series 63, Social Media, Sports
Education
Boston University 2003 — 2007
BA
Paul Flessas's Putnam Investments Experience October 2001 - August 2002
Job Contracts Negotiator at Oracle
Industry Financial Services
Experience
Oracle September 2014 - Present
Oracle September 2011 - September 2014
Oracle March 2006 - September 2011
District Court Department, Lynn Division June 2004 - August 2004
Putnam Investments October 2001 - August 2002
Skills
Contract Negotiation, Negotiation, Contract Management, Compliance, Management, Process Improvement, Training, Sales, Project Planning, Coaching, CRM, Leadership, Business Intelligence
Education
New England Law 2002 — 2005
J.D., Real Property, Civil Rights and Land Use Law
Boston College 1997 — 2001
BA, Economics and Biology
Oracle September 2014 - Present
Oracle September 2011 - September 2014
Oracle March 2006 - September 2011
District Court Department, Lynn Division June 2004 - August 2004
Putnam Investments October 2001 - August 2002
Skills
Contract Negotiation, Negotiation, Contract Management, Compliance, Management, Process Improvement, Training, Sales, Project Planning, Coaching, CRM, Leadership, Business Intelligence
Education
New England Law 2002 — 2005
J.D., Real Property, Civil Rights and Land Use Law
Boston College 1997 — 2001
BA, Economics and Biology
Kelvin Juarbe Kelvin Juarbe's Putnam Investments Experience 2002 - 2006
Job Presales Consultant at Siemens PLM SES
Industry Mechanical or Industrial Engineering
Experience
Siemens PLM Software June 2011 - Present
VISTAGY January 2007 - June 2011
Putnam Investments 2002 - 2006
Skills
Engineering, Software Development, Product Development, Testing, Product Management, CAD, Product Lifecycle..., Leadership, Enterprise Software, Pre-sales, Program Management, PDM, Microsoft Excel
Education
UMass Lowell 2010 — 2014
MBA, Business Administration
University of Massachusetts at Lowell 2001 — 2006
Bachelor of Science (BS), Mechanical Engineering
Boston Latin School 1994 — 2001
Siemens PLM Software June 2011 - Present
VISTAGY January 2007 - June 2011
Putnam Investments 2002 - 2006
Skills
Engineering, Software Development, Product Development, Testing, Product Management, CAD, Product Lifecycle..., Leadership, Enterprise Software, Pre-sales, Program Management, PDM, Microsoft Excel
Education
UMass Lowell 2010 — 2014
MBA, Business Administration
University of Massachusetts at Lowell 2001 — 2006
Bachelor of Science (BS), Mechanical Engineering
Boston Latin School 1994 — 2001
Eric Tempesta Eric Tempesta's Putnam Investments Experience 1998 - 2000
Job Principal Product Specialist at Charles River Development
Industry Computer Software
Experience
Charles River Development July 2006 - Present
State Street Global Advisors 2004 - 2006
State Street Global Advisors 2000 - 2003
Putnam Investments 1998 - 2000
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1999
MSF, Masters of Science in Finance
University of Massachusetts, Amherst 1991 — 1995
BA, Political Science
Charles River Development July 2006 - Present
State Street Global Advisors 2004 - 2006
State Street Global Advisors 2000 - 2003
Putnam Investments 1998 - 2000
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1999
MSF, Masters of Science in Finance
University of Massachusetts, Amherst 1991 — 1995
BA, Political Science
Nicholas Marsceill Nicholas Marsceill's Putnam Investments Experience December 2006 - August 2014
Job Senior Data Analyst at Epsilon
Industry Financial Services
Experience
Epsilon August 2014 - Present
Putnam Investments December 2006 - August 2014
Skills
Tableau, Databases, SQL, Visual Basic, Data Analysis, Analytics, Oracle, DB2, Access, Crystal Reports, SAS Programming, Agile Methodologies, Business Intelligence, Business Analysis, JavaScript, PHP, Management, Microsoft Excel, HTML, Visio
Education
Bridgewater State University 2002 — 2007
B.S. Business, Management Information Systems
Boston Latin School 1998 — 2002
Highschool Diploma, 2002
Epsilon August 2014 - Present
Putnam Investments December 2006 - August 2014
Skills
Tableau, Databases, SQL, Visual Basic, Data Analysis, Analytics, Oracle, DB2, Access, Crystal Reports, SAS Programming, Agile Methodologies, Business Intelligence, Business Analysis, JavaScript, PHP, Management, Microsoft Excel, HTML, Visio
Education
Bridgewater State University 2002 — 2007
B.S. Business, Management Information Systems
Boston Latin School 1998 — 2002
Highschool Diploma, 2002
Robert Dufresne Robert Dufresne's Putnam Investments Experience 1991 - 1992
Job Manager, Equity Mutual Funds & Asset Allocation Products at TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF April 2014 - Present
Tamarack Advisors, LLC March 2009 - April 2014
Concept Communications, Inc. July 2008 - March 2009
bGG Advertising, Inc. 2002 - July 2008
CDC IXIS Asset Management 2000 - 2002
Evergreen Investments 1999 - 2001
Fidelity Investments 1994 - 1999
Putnam Investments 1991 - 1992
Skills
Mutual Funds, Marketing, Account Management, Change Management, Marketing Communications, Advertising, Series 6, Series 63, Social Media Marketing, Wealth Management, Alternative Investments, Marketing Strategy, Asset Managment, Digital Marketing, Investments, Product Management, Business Strategy, New Business Development, Project Management, Management, Sales, Financial Services, Analysis, CRM, Business Development, Integrated Marketing, Asset Management, Direct Marketing, Leadership, Strategy
Education
Boston University 1994 — 1996
MBA, Business
Plymouth State University 1987 — 1991
BS, Business Administration
Bishop Guertin H.S. 1983 — 1987
TIAA-CREF April 2014 - Present
Tamarack Advisors, LLC March 2009 - April 2014
Concept Communications, Inc. July 2008 - March 2009
bGG Advertising, Inc. 2002 - July 2008
CDC IXIS Asset Management 2000 - 2002
Evergreen Investments 1999 - 2001
Fidelity Investments 1994 - 1999
Putnam Investments 1991 - 1992
Skills
Mutual Funds, Marketing, Account Management, Change Management, Marketing Communications, Advertising, Series 6, Series 63, Social Media Marketing, Wealth Management, Alternative Investments, Marketing Strategy, Asset Managment, Digital Marketing, Investments, Product Management, Business Strategy, New Business Development, Project Management, Management, Sales, Financial Services, Analysis, CRM, Business Development, Integrated Marketing, Asset Management, Direct Marketing, Leadership, Strategy
Education
Boston University 1994 — 1996
MBA, Business
Plymouth State University 1987 — 1991
BS, Business Administration
Bishop Guertin H.S. 1983 — 1987
Lisa Whipp's Putnam Investments Experience 1997 - Present
Job Marketing Communications Professional
Industry Financial Services
Experience
Putnam Investments 1997 - Present
Byrom Consultants Ltd. (UK) March 1993 - May 1997
Education
Boston University
Bachelor of Arts, Business/Hotel Administration
Putnam Investments 1997 - Present
Byrom Consultants Ltd. (UK) March 1993 - May 1997
Education
Boston University
Bachelor of Arts, Business/Hotel Administration
Sebastian Paquette, CFA's Putnam Investments Experience 2005 - 2006
Job Principal and CoFounder, Healthcare at Solid Rock Advisors
Industry Hospital & Health Care
Experience
Solid Rock Advisors March 2013 - Present
YouSurgical June 2012 - Present
Goldman Sachs February 2006 - June 2012
Putnam Investments 2005 - 2006
Skills
Equity Research, Valuation, Financial Modeling, Bloomberg, Equities, Equity Valuation, Financial Analysis, DCF, Capital Markets, Due Diligence, Corporate Finance, Investor marketing, Broad healthcare..., Investor Relations, Asset Management, Portfolio Management, Hedge Funds, Venture Capital, Medical Devices
Education
Boston College 2001 — 2005
Solid Rock Advisors March 2013 - Present
YouSurgical June 2012 - Present
Goldman Sachs February 2006 - June 2012
Putnam Investments 2005 - 2006
Skills
Equity Research, Valuation, Financial Modeling, Bloomberg, Equities, Equity Valuation, Financial Analysis, DCF, Capital Markets, Due Diligence, Corporate Finance, Investor marketing, Broad healthcare..., Investor Relations, Asset Management, Portfolio Management, Hedge Funds, Venture Capital, Medical Devices
Education
Boston College 2001 — 2005
Andrew Washburn's Putnam Investments Experience April 1996 - December 2000
Job Senior Vice President Chief Marketing Officer
Industry Financial Services
Experience
MFS Investment Management March 2013 - Present
State Street Global Advisors (SSgA) January 2012 - March 2013
State Street Global Advisors (SSgA) June 2008 - January 2012
RiverSource Investments January 2001 - April 2007
Putnam Investments April 1996 - December 2000
Skills
Marketing Strategy, Brand Management, Marketing Communications, Product Marketing
Education
Boston College - Carroll School of Management
Master of Science (MS), Finance, General
Ithaca College
Bachelor of Science (BS), Finance, General
MFS Investment Management March 2013 - Present
State Street Global Advisors (SSgA) January 2012 - March 2013
State Street Global Advisors (SSgA) June 2008 - January 2012
RiverSource Investments January 2001 - April 2007
Putnam Investments April 1996 - December 2000
Skills
Marketing Strategy, Brand Management, Marketing Communications, Product Marketing
Education
Boston College - Carroll School of Management
Master of Science (MS), Finance, General
Ithaca College
Bachelor of Science (BS), Finance, General
Nick Skrine's Putnam Investments Experience January 2005 - December 2009
Job Senior Software Engineer at UMass Medical School
Industry Hospital & Health Care
Experience
UMass Medical School February 2015 - Present
New England Quality Care Alliance March 2014 - December 2014
Wall Street Prep April 2013 - February 2014
Vistaprint November 2010 - April 2013
Putnam Investments January 2005 - December 2009
HarbourVest Partners October 2002 - May 2005
Deutsche Asset Management May 2001 - October 2002
Skills
Software Design, Microsoft SQL Server, Visual Basic, .NET, VB.NET, Programming, Financial Modeling, Business Analysis, Data Analysis, SQL, Agile Methodologies, Software Development, Analytics, Software Integrations, System Design, Statistical Modeling, FX Derivatives, Equity Capital Markets, Capital Markets, Requirements Analysis, Databases, Requirements Gathering, Project Management, Business Intelligence, Software Project..., Management, VBA, SAP BPC, C#, Enterprise Architecture, Global Marketing, Manage Client..., Integration, Oracle, Analysis, CRM, Data Warehousing, Database Design, Business Process, Enterprise Software, Scrum, SSIS, Agile Project Management, Software Engineering, SOAP, Project Planning, OLAP, User Acceptance Testing, Information Technology, HTML
Education
Boston University 2014 — 2016
Master's degree, Computer Information Systems
Boston College 1997 — 2001
BS, Computer Science and Mathematics
UMass Medical School February 2015 - Present
New England Quality Care Alliance March 2014 - December 2014
Wall Street Prep April 2013 - February 2014
Vistaprint November 2010 - April 2013
Putnam Investments January 2005 - December 2009
HarbourVest Partners October 2002 - May 2005
Deutsche Asset Management May 2001 - October 2002
Skills
Software Design, Microsoft SQL Server, Visual Basic, .NET, VB.NET, Programming, Financial Modeling, Business Analysis, Data Analysis, SQL, Agile Methodologies, Software Development, Analytics, Software Integrations, System Design, Statistical Modeling, FX Derivatives, Equity Capital Markets, Capital Markets, Requirements Analysis, Databases, Requirements Gathering, Project Management, Business Intelligence, Software Project..., Management, VBA, SAP BPC, C#, Enterprise Architecture, Global Marketing, Manage Client..., Integration, Oracle, Analysis, CRM, Data Warehousing, Database Design, Business Process, Enterprise Software, Scrum, SSIS, Agile Project Management, Software Engineering, SOAP, Project Planning, OLAP, User Acceptance Testing, Information Technology, HTML
Education
Boston University 2014 — 2016
Master's degree, Computer Information Systems
Boston College 1997 — 2001
BS, Computer Science and Mathematics
Paul Dewey's Putnam Investments Experience June 2012 - December 2014
Job DC Services at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement January 2015 - Present
Putnam Investments June 2012 - December 2014
Putnam Investments January 2010 - June 2012
Putnam Investments 2002 - January 2010
Putnam Investments 1994 - 2002
First Data Corporation 1992 - 1994
Putnam Investments 1987 - 1992
E F Hutton 1983 - 1987
Skills
401k, Defined Contribution, Portfolio Management, Relationship Management, Management, Investment Management, Business Planning, Retirement, Fixed Income, Vendor Management, Wealth Management, Employee Benefits, Risk Management, Series 7, Equities, Mutual Funds
Education
Boston College 1979 — 1983
EMPOWER Retirement January 2015 - Present
Putnam Investments June 2012 - December 2014
Putnam Investments January 2010 - June 2012
Putnam Investments 2002 - January 2010
Putnam Investments 1994 - 2002
First Data Corporation 1992 - 1994
Putnam Investments 1987 - 1992
E F Hutton 1983 - 1987
Skills
401k, Defined Contribution, Portfolio Management, Relationship Management, Management, Investment Management, Business Planning, Retirement, Fixed Income, Vendor Management, Wealth Management, Employee Benefits, Risk Management, Series 7, Equities, Mutual Funds
Education
Boston College 1979 — 1983
John M. Donaghey, CFA, CAIA's Putnam Investments Experience April 1993 - January 2003
Job Head of N.A. Institutional Distribution
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
BNY Mellon August 2014 - Present
BNY Mellon Asset Management March 2006 - Present
Goldman Sachs Asset Management February 2003 - January 2006
Putnam Investments April 1993 - January 2003
Skills
Alternative Investments, Hedge Funds, Equities, Mutual Funds, Investments, Fixed Income, Management, Investment Management, Asset Management, Asset Allocation, Bonds, Capital Markets, Derivatives, FINRA, Financial Analysis, Financial Services, Fund Of Funds, Investment Advisory, Investment Strategies, Marketing, Portfolio Management, Relationship Management, Risk Management, Sales, Securities, Series 63, Series 7, Trading, Wealth Management, Private Equity
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
MBA
BNY Mellon October 2012 - Present
BNY Mellon August 2014 - Present
BNY Mellon Asset Management March 2006 - Present
Goldman Sachs Asset Management February 2003 - January 2006
Putnam Investments April 1993 - January 2003
Skills
Alternative Investments, Hedge Funds, Equities, Mutual Funds, Investments, Fixed Income, Management, Investment Management, Asset Management, Asset Allocation, Bonds, Capital Markets, Derivatives, FINRA, Financial Analysis, Financial Services, Fund Of Funds, Investment Advisory, Investment Strategies, Marketing, Portfolio Management, Relationship Management, Risk Management, Sales, Securities, Series 63, Series 7, Trading, Wealth Management, Private Equity
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
MBA
Page Hamilton's Putnam Investments Experience September 2014 - January 2015
Job Office Manager and Marketing Coordinator, Viber USA
Industry Marketing and Advertising
Experience
Viber May 2015 - Present
Putnam Investments September 2014 - January 2015
Eaton Vance May 2013 - September 2013
Rent The Runway September 2011 - September 2012
Rasky Baerlein Strategic Communications June 2012 - August 2012
Skills
Sales, Public Speaking, Customer Satisfaction, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Microsoft Office, Social Networking, Facebook, Media Relations, Customer Service, Social Media Marketing, Spanish, Leadership
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Political Science, Communications
Dover Sherborn High School '10 2006 — 2010
Georgetown University 2009 — 2009
School of Continuing Studies, American Politics and Public Affairs
Viber May 2015 - Present
Putnam Investments September 2014 - January 2015
Eaton Vance May 2013 - September 2013
Rent The Runway September 2011 - September 2012
Rasky Baerlein Strategic Communications June 2012 - August 2012
Skills
Sales, Public Speaking, Customer Satisfaction, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Microsoft Office, Social Networking, Facebook, Media Relations, Customer Service, Social Media Marketing, Spanish, Leadership
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Political Science, Communications
Dover Sherborn High School '10 2006 — 2010
Georgetown University 2009 — 2009
School of Continuing Studies, American Politics and Public Affairs
Diana Angelini's Putnam Investments Experience June 2015 - Present
Job DMS Representative at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2015 - Present
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Marketing
Università degli Studi di Firenze 2013 — 2013
Fenwick High School 2007 — 2011
Putnam Investments June 2015 - Present
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Marketing
Università degli Studi di Firenze 2013 — 2013
Fenwick High School 2007 — 2011
Nicholas J. Paul, CFA Nicholas J. Paul, CFA's Putnam Investments Experience 2001 - March 2010
Job Director, Investment Product Specialist at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 2010 - Present
Putnam Investments 2001 - March 2010
Charles Schwab 2000 - 2001
Skills
Alternative Investments, Asset Management, Fixed Income, Investments, Mutual Funds, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
M.B.A., Finance
West Virginia University 1992 — 1996
B.A.
MFS Investment Management March 2010 - Present
Putnam Investments 2001 - March 2010
Charles Schwab 2000 - 2001
Skills
Alternative Investments, Asset Management, Fixed Income, Investments, Mutual Funds, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
M.B.A., Finance
West Virginia University 1992 — 1996
B.A.
Kieth Tong, CFP®, AIF® Kieth Tong, CFP®, AIF®'s Putnam Investments Experience October 2001 - December 2003
Job Financial Consultant Assistant Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2015 - Present
Treloar & Heisel August 2014 - November 2014
RBS Citizens Financial Group October 2013 - July 2014
Financial Services February 2013 - September 2013
Commonwealth Financial Network April 2010 - November 2012
Fidelity Investments October 2004 - April 2010
Putnam Investments October 2001 - December 2003
American Express Financial Advisors October 1999 - September 2001
Skills
Employee Benefits, Pensions, Wealth Management, Financial Planning, Estate Planning, Retirement Planning, Public Speaking, Direct Sales, Fiduciary Services, Investment Advisory, Retirement, 401k, Investments, Financial Services, Insurance, Defined Benefit, Strategic Financial..., Succession Planning, Management, Portfolio Management, Securities
Education
Merrimack College
CFP, Advanced Studies in Financial Planning
University of New Hampshire - Whittemore School of Business and Economics
Business Administration, Bachelor of Science, Economics and Finance
Manchester Central High School
Boston Latin School
Latin
Merrill Edge January 2015 - Present
Treloar & Heisel August 2014 - November 2014
RBS Citizens Financial Group October 2013 - July 2014
Financial Services February 2013 - September 2013
Commonwealth Financial Network April 2010 - November 2012
Fidelity Investments October 2004 - April 2010
Putnam Investments October 2001 - December 2003
American Express Financial Advisors October 1999 - September 2001
Skills
Employee Benefits, Pensions, Wealth Management, Financial Planning, Estate Planning, Retirement Planning, Public Speaking, Direct Sales, Fiduciary Services, Investment Advisory, Retirement, 401k, Investments, Financial Services, Insurance, Defined Benefit, Strategic Financial..., Succession Planning, Management, Portfolio Management, Securities
Education
Merrimack College
CFP, Advanced Studies in Financial Planning
University of New Hampshire - Whittemore School of Business and Economics
Business Administration, Bachelor of Science, Economics and Finance
Manchester Central High School
Boston Latin School
Latin
Justin Ferguson's Putnam Investments Experience January 2006 - August 2011
Job Vice President, Workplace Managed Accounts at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments August 2011 - December 2014
Putnam Investments January 2006 - August 2011
Putnam Investments August 2003 - January 2006
Putnam Investments August 2002 - August 2004
Putnam Investments October 2001 - August 2002
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Gordon College
BA, Communication Arts
Fidelity Investments December 2014 - Present
Fidelity Investments August 2011 - December 2014
Putnam Investments January 2006 - August 2011
Putnam Investments August 2003 - January 2006
Putnam Investments August 2002 - August 2004
Putnam Investments October 2001 - August 2002
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Gordon College
BA, Communication Arts
Suzanne Picher's Putnam Investments Experience January 1988 - January 1997
Job Co Founder at SPSK Solutions
Industry Marketing and Advertising
Experience
SPSK Solutions October 2014 - Present
Babson College December 2010 - July 2014
SUZANNE PICHER CONSULTING January 2003 - December 2010
Putnam Investments January 1988 - January 1997
Fidelity Investments January 1985 - January 1988
Skills
Leadership, Nonprofits, Strategic Planning, Fundraising, Event Planning, Marketing, Social Media, Business Development, Program Management, Entrepreneurship, Management, Public Speaking, Community Outreach, Strategy, Program Development, Event Management, Social Media Marketing, Marketing Strategy, Volunteer Management, Leadership Development, Sales, Sales Management
Education
Boston College
Bachelor of Arts, Economics; French
IAU
SPSK Solutions October 2014 - Present
Babson College December 2010 - July 2014
SUZANNE PICHER CONSULTING January 2003 - December 2010
Putnam Investments January 1988 - January 1997
Fidelity Investments January 1985 - January 1988
Skills
Leadership, Nonprofits, Strategic Planning, Fundraising, Event Planning, Marketing, Social Media, Business Development, Program Management, Entrepreneurship, Management, Public Speaking, Community Outreach, Strategy, Program Development, Event Management, Social Media Marketing, Marketing Strategy, Volunteer Management, Leadership Development, Sales, Sales Management
Education
Boston College
Bachelor of Arts, Economics; French
IAU
Lois Kresien's Putnam Investments Experience 2000 - 2001
Job IT Specialist at Mercury Computer Systems
Industry Computer Hardware
Experience
Mercury Computer Systems October 2005 - Present
Mercury Computer Systems 2005 - 2012
Mercury Computer Systems 2005 - 2007
Signarama, Manchester, NH 2002 - 2005
Putnam Investments 2000 - 2001
Putnam Investments 1996 - 2000
Skills
SharePoint, Cross-functional Team..., MS Project, Project Management, Hardware, Software Installation, Project Planning, Windows 7, XP, Budgets, Visio, Program Management, Laptops, Salesforce.com, Embedded Systems, High Performance..., Process Improvement, Software Development, Troubleshooting, Start-ups, Help Desk Support, Integration, Telecommunications
Education
Boston University 1995 — 1999
Master's degree, Computer Information Systems
Westfield State University 1969 — 1974
Bachelor's degree, Elementary Education and Teaching
Control Data Institute
Certificate in Programming and Operations, Programming and Operations
Mercury Computer Systems October 2005 - Present
Mercury Computer Systems 2005 - 2012
Mercury Computer Systems 2005 - 2007
Signarama, Manchester, NH 2002 - 2005
Putnam Investments 2000 - 2001
Putnam Investments 1996 - 2000
Skills
SharePoint, Cross-functional Team..., MS Project, Project Management, Hardware, Software Installation, Project Planning, Windows 7, XP, Budgets, Visio, Program Management, Laptops, Salesforce.com, Embedded Systems, High Performance..., Process Improvement, Software Development, Troubleshooting, Start-ups, Help Desk Support, Integration, Telecommunications
Education
Boston University 1995 — 1999
Master's degree, Computer Information Systems
Westfield State University 1969 — 1974
Bachelor's degree, Elementary Education and Teaching
Control Data Institute
Certificate in Programming and Operations, Programming and Operations
Paul Mahan's Putnam Investments Experience June 2000 - November 2004
Job SVP at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network November 2010 - Present
Pioneer Investments November 2004 - August 2010
Putnam Investments June 2000 - November 2004
Fidelity Investments October 1999 - June 2000
DWS Investments November 1989 - October 1999
Skills
Series 7, Mutual Funds, Series 63, Retirement Planning, Investments, Wealth Management, Retirement, Financial Services, Investment Advisory, 401k, Financial Advisory, Relationship Management, Defined Contribution, Employee Benefits, Retirement Plan..., Pensions, FINRA, Fixed Annuities, Investment Strategies, Series 6, Qualified Retirement..., Defined Benefit, Series 65, Uniform Combined State..., Series 24
Education
Boston College
Commonwealth Financial Network November 2010 - Present
Pioneer Investments November 2004 - August 2010
Putnam Investments June 2000 - November 2004
Fidelity Investments October 1999 - June 2000
DWS Investments November 1989 - October 1999
Skills
Series 7, Mutual Funds, Series 63, Retirement Planning, Investments, Wealth Management, Retirement, Financial Services, Investment Advisory, 401k, Financial Advisory, Relationship Management, Defined Contribution, Employee Benefits, Retirement Plan..., Pensions, FINRA, Fixed Annuities, Investment Strategies, Series 6, Qualified Retirement..., Defined Benefit, Series 65, Uniform Combined State..., Series 24
Education
Boston College
Jonathan Splaine Jonathan Splaine's Putnam Investments Experience January 2012 - Present
Job Regional Marketing Director External Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments January 2012 - Present
Putnam Investments January 2011 - December 2011
Putnam Investments January 2006 - December 2010
Putnam Investments June 2005 - December 2005
Putnam Investments December 2003 - June 2005
Skills
Investment Strategies, Financial Advisory, Sales, Asset Allocation, Retirement, Retirement Planning, Wealth Management, Financial Services, Social Media, Asset Managment, Fixed Income, Salesforce.com, Asset Management
Education
Boston University 2009 — 2011
Financial Planning
Southern New Hampshire University 1999 — 2003
Bachelor's degree
Putnam Investments January 2012 - Present
Putnam Investments January 2011 - December 2011
Putnam Investments January 2006 - December 2010
Putnam Investments June 2005 - December 2005
Putnam Investments December 2003 - June 2005
Skills
Investment Strategies, Financial Advisory, Sales, Asset Allocation, Retirement, Retirement Planning, Wealth Management, Financial Services, Social Media, Asset Managment, Fixed Income, Salesforce.com, Asset Management
Education
Boston University 2009 — 2011
Financial Planning
Southern New Hampshire University 1999 — 2003
Bachelor's degree
Brian Lockwood Brian Lockwood's Putnam Investments Experience August 1994 - July 1997
Job Founder & CEO, ApexSQL
Industry Computer Software
Experience
ApexSQL November 2001 - Present
Lockwood Technical Svc Inc June 1997 - November 2001
Putnam Investments August 1994 - July 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MS, Finance
US Army Infantry School, Ft. Benning, GA 1990 — 1990
Infantry Officer Basic Course, Infantry
Cornell University 1986 — 1990
BS, Applied Economics
ApexSQL November 2001 - Present
Lockwood Technical Svc Inc June 1997 - November 2001
Putnam Investments August 1994 - July 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MS, Finance
US Army Infantry School, Ft. Benning, GA 1990 — 1990
Infantry Officer Basic Course, Infantry
Cornell University 1986 — 1990
BS, Applied Economics
Darren Palmer, CFP® Darren Palmer, CFP®'s Putnam Investments Experience 2001 - 2004
Job Vice President, Regional Sales Director, External Wholesaler Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US July 2005 - Present
Columbia Threadneedle Investments, US January 2007 - April 2008
BlackRock 2004 - 2005
Putnam Investments 2001 - 2004
Bear Stearns 1998 - 1999
Skills
Mutual Funds, Separately Managed..., Retirement Planning, Relationship Management, Marketing Strategy, Sales, Sales Management, Salesforce.com, Zephyr Style Advisor, Morningstar, Fusion, Presenter, Sequoia, Series 7, Series 63, Series 24, Certified Financial..., Series 6, RIA, Broker-Dealer, Independent Financial..., Sales Presentations, Sales Process, Competitive Analysis, People Skills, Phone Skills, Selling Skills
Education
Boston University 2009 — 2011
Certified Financial Planner Program
Northeastern University 2003 — 2004
Graduate Certificate, Marketing Technologies
University of Massachusetts, Amherst 1994 — 1998
Woburn High School 1990 — 1994
Columbia Threadneedle Investments, US July 2005 - Present
Columbia Threadneedle Investments, US January 2007 - April 2008
BlackRock 2004 - 2005
Putnam Investments 2001 - 2004
Bear Stearns 1998 - 1999
Skills
Mutual Funds, Separately Managed..., Retirement Planning, Relationship Management, Marketing Strategy, Sales, Sales Management, Salesforce.com, Zephyr Style Advisor, Morningstar, Fusion, Presenter, Sequoia, Series 7, Series 63, Series 24, Certified Financial..., Series 6, RIA, Broker-Dealer, Independent Financial..., Sales Presentations, Sales Process, Competitive Analysis, People Skills, Phone Skills, Selling Skills
Education
Boston University 2009 — 2011
Certified Financial Planner Program
Northeastern University 2003 — 2004
Graduate Certificate, Marketing Technologies
University of Massachusetts, Amherst 1994 — 1998
Woburn High School 1990 — 1994
Jeff Bellavance, CFA Jeff Bellavance, CFA's Putnam Investments Experience September 1996 - September 2000
Job Manager Performance and Analytics at PanAgora Asset Management
Industry Investment Management
Experience
PanAgora Asset Management June 2015 - Present
State Street Global Advisors September 2000 - June 2015
Putnam Investments September 1996 - September 2000
Skills
Attribution, Performance Analysis, Performance Attribution, Derivatives, Performance Measurement, Bloomberg, Mutual Funds, Alternative Investments, Hedge Funds, Investment Management, Fund Accounting, Asset Allocation, ETFs, Fixed Income
Education
Boston College - Wallace E. Carroll Graduate School of Management
Masters, Business/Finance
University of Massachusetts Dartmouth
Bachelors, Management
PanAgora Asset Management June 2015 - Present
State Street Global Advisors September 2000 - June 2015
Putnam Investments September 1996 - September 2000
Skills
Attribution, Performance Analysis, Performance Attribution, Derivatives, Performance Measurement, Bloomberg, Mutual Funds, Alternative Investments, Hedge Funds, Investment Management, Fund Accounting, Asset Allocation, ETFs, Fixed Income
Education
Boston College - Wallace E. Carroll Graduate School of Management
Masters, Business/Finance
University of Massachusetts Dartmouth
Bachelors, Management
Nancy O'Brien's Putnam Investments Experience January 1997 - October 2001
Job Leadership Giving Officer at MIT
Industry Philanthropy
Experience
MIT January 2013 - Present
Boston University February 2012 - January 2013
Boston University May 2011 - February 2012
Institute of Cancer Research, London UK February 2009 - April 2011
Brown University Medical School July 2007 - December 2008
Putnam Investments January 1997 - October 2001
Fidelity Investments November 1991 - January 1997
Education
Boston College
B.A., English
MIT January 2013 - Present
Boston University February 2012 - January 2013
Boston University May 2011 - February 2012
Institute of Cancer Research, London UK February 2009 - April 2011
Brown University Medical School July 2007 - December 2008
Putnam Investments January 1997 - October 2001
Fidelity Investments November 1991 - January 1997
Education
Boston College
B.A., English
Patrick Beksha Patrick Beksha's Putnam Investments Experience July 2013 - Present
Job Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2013 - Present
Education
Boston College 2009 — 2013
Bachelor's degree, Economics
New York University 2012 — 2012
NYU London campus - Economics
Putnam Investments July 2013 - Present
Education
Boston College 2009 — 2013
Bachelor's degree, Economics
New York University 2012 — 2012
NYU London campus - Economics
Eric Stevens's Putnam Investments Experience April 2015 - Present
Job Internal Wholesaler Regional Marketing Associate at Putnam Investments
Industry Financial Services
Experience
Putnam Investments April 2015 - Present
Skills
Microsoft Excel, Social Media, PowerPoint, Leadership, Microsoft Word
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
Bachelor of Science (BS), Finance & Marketing
Don Bosco Prep 2006 — 2010
Putnam Investments April 2015 - Present
Skills
Microsoft Excel, Social Media, PowerPoint, Leadership, Microsoft Word
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
Bachelor of Science (BS), Finance & Marketing
Don Bosco Prep 2006 — 2010
Alex Logan Alex Logan's Putnam Investments Experience March 1995 - February 1997
Job Manager at Accenture
Industry Information Technology and Services
Experience
Accenture April 2015 - Present
MLG April 2007 - December 2014
MARTA Holding July 2005 - April 2007
Omgeo 2004 - 2005
Standard & Poor's 2003 - 2004
TERRA LYCOS October 2001 - November 2003
Fidelity Investments 1997 - 2001
Putnam Investments March 1995 - February 1997
JOHN HANCOCK FINANCIAL SERVICES June 1994 - March 1995
Skills
Program Management, Investment Management, Business Strategy, Risk Management, Change Management, Marketing Strategy, Brand Management, Management, Management Consulting, Investments, Leadership, Mergers & Acquisitions, E-commerce, Entrepreneurship, Start-ups, Strategy
Education
Nyenrode Business University 2004 — 2005
MBA, International Business
Boston University 1991 — 1994
Bachelor of Science in Business Administration, Finance, Management
ST. PETERSBURG STATE POLYTECHNIC UNIVERSITY - St 1988 — 1991
Bachelor's degree, Computer Science
356
Accenture April 2015 - Present
MLG April 2007 - December 2014
MARTA Holding July 2005 - April 2007
Omgeo 2004 - 2005
Standard & Poor's 2003 - 2004
TERRA LYCOS October 2001 - November 2003
Fidelity Investments 1997 - 2001
Putnam Investments March 1995 - February 1997
JOHN HANCOCK FINANCIAL SERVICES June 1994 - March 1995
Skills
Program Management, Investment Management, Business Strategy, Risk Management, Change Management, Marketing Strategy, Brand Management, Management, Management Consulting, Investments, Leadership, Mergers & Acquisitions, E-commerce, Entrepreneurship, Start-ups, Strategy
Education
Nyenrode Business University 2004 — 2005
MBA, International Business
Boston University 1991 — 1994
Bachelor of Science in Business Administration, Finance, Management
ST. PETERSBURG STATE POLYTECHNIC UNIVERSITY - St 1988 — 1991
Bachelor's degree, Computer Science
356
Adam Bashe's Putnam Investments Experience 1985 - 1989
Job Managing Principal at Strategic Affinity
Industry Oil & Energy
Experience
Strategic Affinity 2010 - Present
Town Square Energy 2015 - Present
Billaway 2014 - Present
Direct Energy (subsidiary of Centrica Plc.) 2012 - 2014
Destination Maternity Corporation 2002 - 2010
Upromise 2000 - 2001
The Kessler Group June 1989 - 2000
Putnam Investments 1985 - 1989
Skills
Strategy, Strategic Partnerships, E-commerce, Business Strategy, New Business Development, Loyalty Programs, Product Development, Sales Management, Credit Cards, Cross-functional Team..., Retail, Start-ups, Partnership Development, Loyalty Marketing, Payments, Brand Loyalty, Product Marketing, Customer Service, Customer Retention, Insurance, Customer Relations, Cross Selling, Sales Strategy..., Strategy Development, Strategic Planning, Cards, Customer Loyalty, Partnership Marketing, Business Development, Partnership Management
Education
Boston University
Bachelor of Science
Strategic Affinity 2010 - Present
Town Square Energy 2015 - Present
Billaway 2014 - Present
Direct Energy (subsidiary of Centrica Plc.) 2012 - 2014
Destination Maternity Corporation 2002 - 2010
Upromise 2000 - 2001
The Kessler Group June 1989 - 2000
Putnam Investments 1985 - 1989
Skills
Strategy, Strategic Partnerships, E-commerce, Business Strategy, New Business Development, Loyalty Programs, Product Development, Sales Management, Credit Cards, Cross-functional Team..., Retail, Start-ups, Partnership Development, Loyalty Marketing, Payments, Brand Loyalty, Product Marketing, Customer Service, Customer Retention, Insurance, Customer Relations, Cross Selling, Sales Strategy..., Strategy Development, Strategic Planning, Cards, Customer Loyalty, Partnership Marketing, Business Development, Partnership Management
Education
Boston University
Bachelor of Science
Gerry Corbin's Putnam Investments Experience November 1997 - November 1998
Job Senior Consultant at CGI
Industry Information Technology and Services
Experience
CGI March 2013 - Present
Eliassen Group 2012 - March 2013
Eliassen Group 2011 - 2012
iRobot January 2010 - December 2010
Parametric Technology Corporation March 2005 - November 2009
Parametric Technology Corporation May 2003 - May 2005
Parametric Technology Corporation January 1999 - May 2003
Putnam Investments November 1997 - November 1998
BBN Technologies 1994 - 1997
Mitre Corporation 1991 - 1994
Skills
Project Management, Disaster Recovery, TQM, Integration, Business Continuity, Business Intelligence, Program Management, SharePoint, Enterprise Software, Cross-functional Team..., ERP, Business Process, Management, Information Technology, Testing, PMP
Education
Boston University
MS Computer Science
Boston University - School of Management
MBA
Northeastern University
BA Mathematics
University of Vermont
MS Applied Mathematics
CGI March 2013 - Present
Eliassen Group 2012 - March 2013
Eliassen Group 2011 - 2012
iRobot January 2010 - December 2010
Parametric Technology Corporation March 2005 - November 2009
Parametric Technology Corporation May 2003 - May 2005
Parametric Technology Corporation January 1999 - May 2003
Putnam Investments November 1997 - November 1998
BBN Technologies 1994 - 1997
Mitre Corporation 1991 - 1994
Skills
Project Management, Disaster Recovery, TQM, Integration, Business Continuity, Business Intelligence, Program Management, SharePoint, Enterprise Software, Cross-functional Team..., ERP, Business Process, Management, Information Technology, Testing, PMP
Education
Boston University
MS Computer Science
Boston University - School of Management
MBA
Northeastern University
BA Mathematics
University of Vermont
MS Applied Mathematics
Rich Lutch's Putnam Investments Experience 1993 - 1996
Job VP of Finance & Partnership Development
Industry Financial Services
Experience
Workforce Resource, LLC October 2013 - Present
Atlanta BeltLine, Inc. January 2008 - December 2012
Revenew Partner November 2006 - January 2008
HomeBanc Mortgage Corp November 1996 - October 2006
Putnam Investments 1993 - 1996
Skills
Mortgage Lending, Financial Analysis, Loans, Finance, Financial Modeling, Financial Reporting, Banking, Forecasting, Business Strategy, Budgets, Analysis, Strategy, Leadership, Strategic Financial..., Mergers, Management, Due Diligence, Strategic Planning, Accounting, Risk Management, Vendor Management, Process Improvement, Budgeting, Executive Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
Masters, Finance
University of Massachusetts 1981 — 1982
Bachelors, Finance
Workforce Resource, LLC October 2013 - Present
Atlanta BeltLine, Inc. January 2008 - December 2012
Revenew Partner November 2006 - January 2008
HomeBanc Mortgage Corp November 1996 - October 2006
Putnam Investments 1993 - 1996
Skills
Mortgage Lending, Financial Analysis, Loans, Finance, Financial Modeling, Financial Reporting, Banking, Forecasting, Business Strategy, Budgets, Analysis, Strategy, Leadership, Strategic Financial..., Mergers, Management, Due Diligence, Strategic Planning, Accounting, Risk Management, Vendor Management, Process Improvement, Budgeting, Executive Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
Masters, Finance
University of Massachusetts 1981 — 1982
Bachelors, Finance
Keith Baccki's Putnam Investments Experience February 2003 - October 2003
Job Contract Senior Software Engineer at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch November 2013 - Present
TechLok August 2013 - November 2013
Merrill Lynch September 2010 - August 2013
Fidelity Investments 1999 - 2009
Putnam Investments February 2003 - October 2003
GTE Internetworking July 1997 - June 1999
BBN Planet Corporation July 1996 - June 1997
BBN Systems and Technologies July 1995 - July 1996
Art Technology Group January 1994 - June 1995
Boston Dynamics August 1993 - December 1993
Skills
Mobile Devices, iOS, Architecture, Android, Web Services, Java, Web Applications, Java Enterprise Edition, Objective-C, Android Development, XML, Spring, Architectures, Agile Methodologies
Education
Boston University
Merrill Lynch November 2013 - Present
TechLok August 2013 - November 2013
Merrill Lynch September 2010 - August 2013
Fidelity Investments 1999 - 2009
Putnam Investments February 2003 - October 2003
GTE Internetworking July 1997 - June 1999
BBN Planet Corporation July 1996 - June 1997
BBN Systems and Technologies July 1995 - July 1996
Art Technology Group January 1994 - June 1995
Boston Dynamics August 1993 - December 1993
Skills
Mobile Devices, iOS, Architecture, Android, Web Services, Java, Web Applications, Java Enterprise Edition, Objective-C, Android Development, XML, Spring, Architectures, Agile Methodologies
Education
Boston University
Tom Muscarella's Putnam Investments Experience 1990 - 1994
Job CFO at Sanderling Ventures
Industry Venture Capital & Private Equity
Experience
Sanderling Ventures April 2006 - Present
Nicholas-Applegate Capital Management September 1998 - March 2006
State Street Bank 1995 - 1998
Putnam Investments 1990 - 1994
PriceWaterhouseCoopers 1986 - 1990
KPMG 1981 - 1985
Tufts University 1978 - 1981
Skills
Private Equity, Venture Capital, Auditing, Finance, Investments, Accounting, Due Diligence, Financial Modeling, Corporate Development, Financial Analysis, Investor Relations, Valuation, SEC filings, Financial Reporting, Mergers & Acquisitions, SEC Filings, Management, Asset Management
Education
Boston College 1974 — 1978
BS, Accounting
Sanderling Ventures April 2006 - Present
Nicholas-Applegate Capital Management September 1998 - March 2006
State Street Bank 1995 - 1998
Putnam Investments 1990 - 1994
PriceWaterhouseCoopers 1986 - 1990
KPMG 1981 - 1985
Tufts University 1978 - 1981
Skills
Private Equity, Venture Capital, Auditing, Finance, Investments, Accounting, Due Diligence, Financial Modeling, Corporate Development, Financial Analysis, Investor Relations, Valuation, SEC filings, Financial Reporting, Mergers & Acquisitions, SEC Filings, Management, Asset Management
Education
Boston College 1974 — 1978
BS, Accounting
Michael Dirstine, CFA, CAIA's Putnam Investments Experience 1991 - 2003
Job Senior Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2015 - Present
Eaton Vance June 2012 - May 2015
State Street Global Advisors January 2005 - May 2012
State Street Research 2003 - 2005
Putnam Investments 1991 - 2003
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Fixed Income, Series 7, Institutional Sales, Investments, Investment Management, Financial Modeling, Equities, Investment Strategies, Series 63, Corporate Finance, Mutual Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MS, Finance
University of Massachusetts Boston 1987 — 1991
BS, Management
Pioneer Investments June 2015 - Present
Eaton Vance June 2012 - May 2015
State Street Global Advisors January 2005 - May 2012
State Street Research 2003 - 2005
Putnam Investments 1991 - 2003
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Fixed Income, Series 7, Institutional Sales, Investments, Investment Management, Financial Modeling, Equities, Investment Strategies, Series 63, Corporate Finance, Mutual Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1996
MS, Finance
University of Massachusetts Boston 1987 — 1991
BS, Management
Elizabeth Huntley Seidman's Putnam Investments Experience October 2000 - July 2005
Job Director, Innovation, Personal Insurance at Liberty Mutual Insurance
Industry Investment Management
Experience
Liberty Mutual Insurance May 2015 - Present
Liberty Mutual Insurance January 2013 - May 2015
Fidelity Investments May 2008 - January 2013
Diamond Management & Technology Consultants, Inc. 2007 - 2008
Putnam Investments October 2000 - July 2005
Skills
Business Strategy, Strategy, Management Consulting, Business Planning, Competitive Analysis, Market Research, Marketing, Business Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
Master of Business Administration (MBA)
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
BS, Finance
Darien High School
Liberty Mutual Insurance May 2015 - Present
Liberty Mutual Insurance January 2013 - May 2015
Fidelity Investments May 2008 - January 2013
Diamond Management & Technology Consultants, Inc. 2007 - 2008
Putnam Investments October 2000 - July 2005
Skills
Business Strategy, Strategy, Management Consulting, Business Planning, Competitive Analysis, Market Research, Marketing, Business Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
Master of Business Administration (MBA)
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
BS, Finance
Darien High School
Greg Spino CFA's Putnam Investments Experience November 1999 - March 2002
Job Senior Program Manager at Health and Human Services Data Warehousing specialist
Industry Information Technology and Services
Experience
Metropolitan Consulting Corp. March 2002 - Present
Putnam Investments November 1999 - March 2002
Fidelity Investments 1993 - 1997
Skills
Analytics, Budgets, Business Analysis, Business Intelligence, Business Requirements, Data Analysis, Data Warehousing, Leadership, Management, Process Improvement, Program Management, Project Management, Strategic Planning
Education
Boston University 1986 — 1990
BA, Economics
Association for Investment Management and Research
CFA - Charted Financial Analyst, Finance
Metropolitan Consulting Corp. March 2002 - Present
Putnam Investments November 1999 - March 2002
Fidelity Investments 1993 - 1997
Skills
Analytics, Budgets, Business Analysis, Business Intelligence, Business Requirements, Data Analysis, Data Warehousing, Leadership, Management, Process Improvement, Program Management, Project Management, Strategic Planning
Education
Boston University 1986 — 1990
BA, Economics
Association for Investment Management and Research
CFA - Charted Financial Analyst, Finance
Bob Zwolinski's Putnam Investments Experience July 1997 - February 1998
Job Software Engineer at Google
Industry Computer Software
Experience
Google 2011 - Present
ITA Software December 2007 - 2011
Compuware July 2003 - October 2007
Pegasystems December 2001 - October 2002
Equisoft June 2000 - November 2001
Infinium Software June 1998 - June 2000
Sportscape.com February 1998 - May 1998
Putnam Investments July 1997 - February 1998
Fidelity Investments November 1996 - July 1997
Programart Corporation 1988 - 1996
Skills
Agile Methodologies, Software Development, Java, XML, Software Engineering, Java Enterprise Edition, C, Integration, Subversion, C++, Scrum, Object Oriented Design, Testing, Requirements Analysis, Distributed Systems, Linux, Programming, SDLC, Python, Software Design, Perl, Unix, Enterprise Software, Web Services, Eclipse, Web Applications, Test Automation, Ruby, Spring, Shell Scripting, JUnit, Ant, REST, Scalability, SOA, JavaScript, OOP, Git, Bash, Apache
Education
University at Buffalo 1978 — 1983
B.A., Computer Science
Boston University
Computer Science/Statistics
IBM
WebSphere Application Developer; DB2 9 XML for Developers
Oracle Corporation (Sun Microsystems)
Java Programming
SpringSource
Spring 3.0 Training
Google 2011 - Present
ITA Software December 2007 - 2011
Compuware July 2003 - October 2007
Pegasystems December 2001 - October 2002
Equisoft June 2000 - November 2001
Infinium Software June 1998 - June 2000
Sportscape.com February 1998 - May 1998
Putnam Investments July 1997 - February 1998
Fidelity Investments November 1996 - July 1997
Programart Corporation 1988 - 1996
Skills
Agile Methodologies, Software Development, Java, XML, Software Engineering, Java Enterprise Edition, C, Integration, Subversion, C++, Scrum, Object Oriented Design, Testing, Requirements Analysis, Distributed Systems, Linux, Programming, SDLC, Python, Software Design, Perl, Unix, Enterprise Software, Web Services, Eclipse, Web Applications, Test Automation, Ruby, Spring, Shell Scripting, JUnit, Ant, REST, Scalability, SOA, JavaScript, OOP, Git, Bash, Apache
Education
University at Buffalo 1978 — 1983
B.A., Computer Science
Boston University
Computer Science/Statistics
IBM
WebSphere Application Developer; DB2 9 XML for Developers
Oracle Corporation (Sun Microsystems)
Java Programming
SpringSource
Spring 3.0 Training
Chuck Turgeon, CFA's Putnam Investments Experience 1993 - 1996
Job Vice President, Institutional Business Development at Eaton Vance
Industry Investment Management
Experience
Eaton Vance March 2011 - Present
Mellon Capital Management May 2007 - February 2011
Mellon Analytical Solutions 2006 - 2007
Russell/Mellon Analytical Services 1997 - 2007
Mellon Financial Corporation 1997 - 2007
Putnam Investments 1993 - 1996
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MBA, Finance and Investments
Kenyon College 1989 — 1993
BA, Political Science
Eaton Vance March 2011 - Present
Mellon Capital Management May 2007 - February 2011
Mellon Analytical Solutions 2006 - 2007
Russell/Mellon Analytical Services 1997 - 2007
Mellon Financial Corporation 1997 - 2007
Putnam Investments 1993 - 1996
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MBA, Finance and Investments
Kenyon College 1989 — 1993
BA, Political Science
Ann Ayala-Macey's Putnam Investments Experience August 1999 - December 2009
Job STEM, Girls Inc. Lynn
Industry Market Research
Experience
Swampscott Education Foundation April 2012 - Present
Girls, Inc. March 2011 - Present
Boston World Partnerships October 2009 - Present
East Boston Ecumenical Community Council 2008 - Present
PanAgora Asset Management 2008 - December 2009
Putnam Investments August 1999 - December 2009
Teach for America 1991 - 1993
Skills
Strategic Planning, Management, Fundraising, CRM, Business Development, Public Speaking, Marketing Strategy, Business Strategy
Education
Tufts University - The Fletcher School of Law and Diplomacy 1994 — 1996
MALD, Development Economics and International Business Relations
Harvard University, John F. Kennedy School of Government 1995 — 1995
Specialized coursework toward MALD
University of Rochester 1987 — 1991
BA, Political Science/Psychology
Boston Latin School 1983 — 1987
Institute of European Studies
Swampscott Education Foundation April 2012 - Present
Girls, Inc. March 2011 - Present
Boston World Partnerships October 2009 - Present
East Boston Ecumenical Community Council 2008 - Present
PanAgora Asset Management 2008 - December 2009
Putnam Investments August 1999 - December 2009
Teach for America 1991 - 1993
Skills
Strategic Planning, Management, Fundraising, CRM, Business Development, Public Speaking, Marketing Strategy, Business Strategy
Education
Tufts University - The Fletcher School of Law and Diplomacy 1994 — 1996
MALD, Development Economics and International Business Relations
Harvard University, John F. Kennedy School of Government 1995 — 1995
Specialized coursework toward MALD
University of Rochester 1987 — 1991
BA, Political Science/Psychology
Boston Latin School 1983 — 1987
Institute of European Studies
Leslie (Carty) Checkman's Putnam Investments Experience June 1994 - December 1995
Job Senior Vice President, Account Management at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management June 2013 - Present
Natixis Global Asset Management March 2011 - June 2013
Natixis Global Associates May 2006 - March 2011
FundQuest November 2004 - May 2006
Fidelity Investments January 1996 - November 2004
Putnam Investments June 1994 - December 1995
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2004
MBA, Marketing
College of the Holy Cross 1990 — 1994
Natixis Global Asset Management June 2013 - Present
Natixis Global Asset Management March 2011 - June 2013
Natixis Global Associates May 2006 - March 2011
FundQuest November 2004 - May 2006
Fidelity Investments January 1996 - November 2004
Putnam Investments June 1994 - December 1995
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2004
MBA, Marketing
College of the Holy Cross 1990 — 1994
Courtney Sweeney's Putnam Investments Experience 2003 - 2007
Job Regional Director at Wells Fargo Advantage Funds
Industry Financial Services
Experience
Wells Fargo Advantage Funds July 2007 - Present
Putnam Investments 2003 - 2007
PepsiCo June 2002 - June 2003
Bloomberg 2000 - 2002
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2006
Rutgers University-New Brunswick 1997 — 2000
BA, Economics
The Catholic University of America
Wells Fargo Advantage Funds July 2007 - Present
Putnam Investments 2003 - 2007
PepsiCo June 2002 - June 2003
Bloomberg 2000 - 2002
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2006
Rutgers University-New Brunswick 1997 — 2000
BA, Economics
The Catholic University of America
Ted Pirrera's Putnam Investments Experience 2000 - 2003
Job Director Senior ERISA Consultant at John Hancock Retirement Plan Services
Industry Legal Services
Experience
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services January 2010 - April 2015
Wagner Law Group October 2008 - January 2010
Deloitte Consulting January 2008 - September 2008
Mercer HR Services January 2004 - January 2008
Mercer 2000 - 2007
Putnam Investments 2000 - 2003
Putnam Investments 1994 - 1997
Skills
ERISA, Plan Design, 401k, Retirement, Pensions, Defined Benefit, Employee Benefits, Defined Contribution, Executive Pay, Retirement Planning, General Securities..., Attorneys, Deferred Compensation, Mergers & Acquisitions, Business Planning, Profit Sharing, FINRA, Series 6, Financial Advisory, Qualified Retirement..., Financial Services, Retirement Plan..., Mutual Funds
Education
Suffolk University Law School 1997 — 2000
JD, Law
Boston College 1990 — 1994
BA, History
John Hancock Retirement Plan Services April 2015 - Present
New York Life Retirement Plan Services January 2010 - April 2015
Wagner Law Group October 2008 - January 2010
Deloitte Consulting January 2008 - September 2008
Mercer HR Services January 2004 - January 2008
Mercer 2000 - 2007
Putnam Investments 2000 - 2003
Putnam Investments 1994 - 1997
Skills
ERISA, Plan Design, 401k, Retirement, Pensions, Defined Benefit, Employee Benefits, Defined Contribution, Executive Pay, Retirement Planning, General Securities..., Attorneys, Deferred Compensation, Mergers & Acquisitions, Business Planning, Profit Sharing, FINRA, Series 6, Financial Advisory, Qualified Retirement..., Financial Services, Retirement Plan..., Mutual Funds
Education
Suffolk University Law School 1997 — 2000
JD, Law
Boston College 1990 — 1994
BA, History
Darren Headley's Putnam Investments Experience February 2001 - January 2004
Job Investment Consultant
Industry Financial Services
Experience
Towers Watson Investment Services January 2010 - Present
Watson Wyatt Worldwide February 2004 - December 2009
Putnam Investments February 2001 - January 2004
Northern Trust January 1997 - December 1999
Skills
Investments, Financial Modeling, Asset Managment, Valuation, Portfolio Management, Asset Allocation, Equities, Risk Management, Financial Analysis, Fixed Income, Pensions, Investment Strategies, Due Diligence, Alternative Investments, Hedge Funds, Corporate Finance, Investment Management, Financial Services, Strategic Financial..., Retirement, Defined Benefit, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2000
MSF, Finance
Western Illinois University 1992 — 1996
B.B., Finance
Towers Watson Investment Services January 2010 - Present
Watson Wyatt Worldwide February 2004 - December 2009
Putnam Investments February 2001 - January 2004
Northern Trust January 1997 - December 1999
Skills
Investments, Financial Modeling, Asset Managment, Valuation, Portfolio Management, Asset Allocation, Equities, Risk Management, Financial Analysis, Fixed Income, Pensions, Investment Strategies, Due Diligence, Alternative Investments, Hedge Funds, Corporate Finance, Investment Management, Financial Services, Strategic Financial..., Retirement, Defined Benefit, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2000
MSF, Finance
Western Illinois University 1992 — 1996
B.B., Finance
Russell Curtis's Putnam Investments Experience June 1999 - May 2000
Job Financial Services Executive
Industry Financial Services
Experience
Eaton Vance Management May 2000 - December 2014
Putnam Investments June 1999 - May 2000
Putnam Investments January 1996 - June 1999
Putnam Investments July 1992 - December 1995
Skills
FINRA Series 26, 6 and..., Financial Services, Mutual Funds, Management, Transfer Agency, Operations Management, Leadership, Relationship Management, Offshore Operations, Investments, Securities, Project Management, Client Services, Business Process..., Change Management, Business Strategy, Executive Management
Education
Boston College 1998 — 2001
Master of Business Administration (MBA)
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Business Administration (BBA), Management
Eaton Vance Management May 2000 - December 2014
Putnam Investments June 1999 - May 2000
Putnam Investments January 1996 - June 1999
Putnam Investments July 1992 - December 1995
Skills
FINRA Series 26, 6 and..., Financial Services, Mutual Funds, Management, Transfer Agency, Operations Management, Leadership, Relationship Management, Offshore Operations, Investments, Securities, Project Management, Client Services, Business Process..., Change Management, Business Strategy, Executive Management
Education
Boston College 1998 — 2001
Master of Business Administration (MBA)
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Business Administration (BBA), Management
Christopher Thome's Putnam Investments Experience September 2011 - July 2013
Job Assistant General Counsel & Vice President at Bank of America
Industry Law Practice
Experience
Bank of America July 2013 - Present
Putnam Investments September 2011 - July 2013
eSecLending December 2007 - January 2011
State Street Global Advisors July 2000 - August 2007
Goodwin Procter LLP July 1995 - June 2000
Harter Secrest & Emery LLP September 1993 - June 1995
United States Marine Corps May 1986 - September 1990
Skills
Securities, Risk Management, Securities Regulation, Corporate Governance, Alternative Investments, Mutual Funds, Due Diligence, Mergers & Acquisitions, Asset Management, Hedge Funds, Investments, Financial Services, Capital Markets
Education
Boston College Law School 1990 — 1993
JD
University of Rochester 1982 — 1986
BA, Anthropology and History
Bank of America July 2013 - Present
Putnam Investments September 2011 - July 2013
eSecLending December 2007 - January 2011
State Street Global Advisors July 2000 - August 2007
Goodwin Procter LLP July 1995 - June 2000
Harter Secrest & Emery LLP September 1993 - June 1995
United States Marine Corps May 1986 - September 1990
Skills
Securities, Risk Management, Securities Regulation, Corporate Governance, Alternative Investments, Mutual Funds, Due Diligence, Mergers & Acquisitions, Asset Management, Hedge Funds, Investments, Financial Services, Capital Markets
Education
Boston College Law School 1990 — 1993
JD
University of Rochester 1982 — 1986
BA, Anthropology and History
Stephen Herrera's Putnam Investments Experience July 1997 - May 1998
Job Sr Associate Principal Applications Developer at Harvard Management Company
Industry Financial Services
Experience
Harvard Management Company December 2012 - Present
State Street Global Advisors July 2000 - December 2012
Boston College June 1999 - July 2000
Putnam Investments July 1997 - May 1998
Skills
Asset Managment, Market Data, Financial Services, Portfolio Management, Business Analysis, Risk Management, SDLC, Leadership, Equities, Asset Management, Software Project..., Alternative Investments, Bloomberg, Fund Accounting, Hedge Funds, Mutual Funds, Fixed Income, Securities, Trading Systems, Asset Allocation, Investment Management
Education
Boston College 1993 — 1997
BS, Accounting, Computer Science
Harvard Management Company December 2012 - Present
State Street Global Advisors July 2000 - December 2012
Boston College June 1999 - July 2000
Putnam Investments July 1997 - May 1998
Skills
Asset Managment, Market Data, Financial Services, Portfolio Management, Business Analysis, Risk Management, SDLC, Leadership, Equities, Asset Management, Software Project..., Alternative Investments, Bloomberg, Fund Accounting, Hedge Funds, Mutual Funds, Fixed Income, Securities, Trading Systems, Asset Allocation, Investment Management
Education
Boston College 1993 — 1997
BS, Accounting, Computer Science
Ridgley Ficks's Putnam Investments Experience Vice PresidentPutnam Investments1991 - 2008
Job Vice President at Putnam Investments
Industry Financial Services
Experience
Putnam Investments Vice PresidentPutnam Investments1991 - 2008
Education
Boston College 1983 — 1987
Walnut Hills High School 1977 — 1983
High School, General
Putnam Investments Vice PresidentPutnam Investments1991 - 2008
Education
Boston College 1983 — 1987
Walnut Hills High School 1977 — 1983
High School, General
Carlo Forcione's Putnam Investments Experience January 2015 - Present
Job Director of Product Strategy & Development at Putnam Investments
Industry Investment Management
Experience
Putnam Investments January 2015 - Present
Putnam Investments November 2007 - December 2014
Ropes & Gray LLP September 2002 - November 2007
Skills
Securities Regulation
Education
Boston College Law School
J.D.
Harvard University
A.B., Economics
Malden Catholic High School
Putnam Investments January 2015 - Present
Putnam Investments November 2007 - December 2014
Ropes & Gray LLP September 2002 - November 2007
Skills
Securities Regulation
Education
Boston College Law School
J.D.
Harvard University
A.B., Economics
Malden Catholic High School
Leslie Carty Checkman's Putnam Investments Experience May 1994 - December 1995
Job AVP, Marketing at Natixis Global Associates
Industry Financial Services
Experience
Natixis Global Associates Marketing ManagerFidelity InvestmentsJanuary 1996 - November 2005
Putnam Investments May 1994 - December 1995
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2004
MBA, Marketing
College of the Holy Cross 1990 — 1994
Natixis Global Associates Marketing ManagerFidelity InvestmentsJanuary 1996 - November 2005
Putnam Investments May 1994 - December 1995
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2004
MBA, Marketing
College of the Holy Cross 1990 — 1994
Ravi Shastri's Putnam Investments Experience 2000 - 2004
Job Asset Allocation Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management April 2011 - Present
Wellington Management March 2010 - March 2011
Kamakshi Consulting March 2008 - March 2010
2100 Capital Group 2004 - 2008
Putnam Investments 2000 - 2004
Essential.com 1999 - 2000
Harvard Management Co 1994 - 1998
Fidelity Investments 1994 - 1996
Skills
Leadership, Equities, Fixed Income, Hedge Funds, Bloomberg, Asset Management, Portfolio Management, Asset Allocation, Trading Systems, Derivatives, Investment Management, Investments, Mutual Funds, Capital Markets, Market Data, SDLC, Electronic Trading, Trading, Financial Services, Business Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2003
MS, Finance
University of Massachusetts Boston 1987 — 1989
Master of Science (M.S.), Computer Science
Wellington Management April 2011 - Present
Wellington Management March 2010 - March 2011
Kamakshi Consulting March 2008 - March 2010
2100 Capital Group 2004 - 2008
Putnam Investments 2000 - 2004
Essential.com 1999 - 2000
Harvard Management Co 1994 - 1998
Fidelity Investments 1994 - 1996
Skills
Leadership, Equities, Fixed Income, Hedge Funds, Bloomberg, Asset Management, Portfolio Management, Asset Allocation, Trading Systems, Derivatives, Investment Management, Investments, Mutual Funds, Capital Markets, Market Data, SDLC, Electronic Trading, Trading, Financial Services, Business Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2003
MS, Finance
University of Massachusetts Boston 1987 — 1989
Master of Science (M.S.), Computer Science
Arvinder Oberoi's Putnam Investments Experience June 1999 - Present
Job Data Architecture. Sr. Vice President, Director Applications
Industry Financial Services
Experience
Putnam Investments June 1999 - Present
Softsolv Solutions, Inc. January 1992 - June 1999
Keane 1997 - 1998
Bose Corporation June 1992 - June 1997
Boston University 1989 - 1992
Skills
Business Intelligence, Data Warehousing, IT Strategy, Project Management, Integration, Financial Services, SOA, Enterprise Architecture, Data Integration, Asset Managment, Solution Architecture, Master Data Management, Technical Leadership, SDLC, Vendor Management, Business Analysis, Requirements Analysis
Education
Boston University
M.S., Engineering
Thapar Institute of Engineering and Technology
B.E., Engineering
Putnam Investments June 1999 - Present
Softsolv Solutions, Inc. January 1992 - June 1999
Keane 1997 - 1998
Bose Corporation June 1992 - June 1997
Boston University 1989 - 1992
Skills
Business Intelligence, Data Warehousing, IT Strategy, Project Management, Integration, Financial Services, SOA, Enterprise Architecture, Data Integration, Asset Managment, Solution Architecture, Master Data Management, Technical Leadership, SDLC, Vendor Management, Business Analysis, Requirements Analysis
Education
Boston University
M.S., Engineering
Thapar Institute of Engineering and Technology
B.E., Engineering
Kristin Corbett Curtin's Putnam Investments Experience July 2000 - January 2005
Job Head of Deal Management
Industry Financial Services
Experience
Lincoln Financial Group 2010 - Present
Mercer 2005 - 2010
Putnam Investments July 2000 - January 2005
Putnam Investments 1994 - 2005
Skills
Pricing, Business Development, Sales Operations, 401k, Retirement, Employee Benefits, Defined Benefit, Pensions, Benefits Administration, Outsourcing, Process Improvement
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA
University of Southern Maine 1990 — 1993
Bachelor of Arts, Biology
Lincoln Financial Group 2010 - Present
Mercer 2005 - 2010
Putnam Investments July 2000 - January 2005
Putnam Investments 1994 - 2005
Skills
Pricing, Business Development, Sales Operations, 401k, Retirement, Employee Benefits, Defined Benefit, Pensions, Benefits Administration, Outsourcing, Process Improvement
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA
University of Southern Maine 1990 — 1993
Bachelor of Arts, Biology
Mike Szto's Putnam Investments Experience 1996 - 1997
Job Assistant Treasurer at JP Morgan Chase
Industry Financial Services
Experience
Tri Zen Massage and Reflexology 2011 - Present
JP Morgan Chase 2007 - Present
T & M Dependable Travel 2007 - 2010
Nantucket Nectars 1997 - 2001
Putnam Investments 1996 - 1997
Education
Boston Latin School
Boston University
Tri Zen Massage and Reflexology 2011 - Present
JP Morgan Chase 2007 - Present
T & M Dependable Travel 2007 - 2010
Nantucket Nectars 1997 - 2001
Putnam Investments 1996 - 1997
Education
Boston Latin School
Boston University
Charley Kersten's Putnam Investments Experience January 2006 - August 2013
Job Head of Institutional Marketing, State Street Global Advisors
Industry Financial Services
Experience
State Street August 2013 - Present
Putnam Investments January 2006 - August 2013
Putnam Investments January 1998 - January 2006
Skills
Investor Relations, Marketing Communications, Integrated Marketing, Corporate Communications, Mutual Funds, Social Media, Internal Communications, Thought Leadership, Social Media Marketing, Crisis Communications, Marketing Strategy, Advertising, Message Development, Direct Marketing
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2001
MBA, Marketing
Fairfield University 1989 — 1993
BA, English, Economics
Marquette University High School 1985 — 1989
State Street August 2013 - Present
Putnam Investments January 2006 - August 2013
Putnam Investments January 1998 - January 2006
Skills
Investor Relations, Marketing Communications, Integrated Marketing, Corporate Communications, Mutual Funds, Social Media, Internal Communications, Thought Leadership, Social Media Marketing, Crisis Communications, Marketing Strategy, Advertising, Message Development, Direct Marketing
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2001
MBA, Marketing
Fairfield University 1989 — 1993
BA, English, Economics
Marquette University High School 1985 — 1989
Brendan McCarthy's Putnam Investments Experience 1994 - 2009
Job Director, National Accounts at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2015 - Present
F-Squared Investments July 2010 - July 2015
Putnam Investments 1994 - 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2009
Masters of Business Administration
Saint Joseph's College 1991 — 1995
Bachelors of Science, Business Administration
Boston College High Scool
TIAA-CREF July 2015 - Present
F-Squared Investments July 2010 - July 2015
Putnam Investments 1994 - 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2009
Masters of Business Administration
Saint Joseph's College 1991 — 1995
Bachelors of Science, Business Administration
Boston College High Scool
Robert Canham's Putnam Investments Experience December 2008 - April 2011
Job USCG
Industry Military
Experience
United States Coast Guard Reserves September 2008 - Present
JAS Realty September 2012 - June 2013
Tapco LLC March 2012 - June 2013
Putnam Investments December 2008 - April 2011
Putnam Investments October 2007 - December 2008
Skills
Microsoft Excel, Customer Service, Customer Satisfaction, Financial Analysis, Microsoft Office, Analysis, Research, Team Building, Budget, Policy Analysis, Social Media, Operations Management, Account Management, Market Research, Valuation, Investments, Program Management
Education
Boston College 2002 — 2006
BA Political Science, Environmental Studies minor
United States Coast Guard Reserves September 2008 - Present
JAS Realty September 2012 - June 2013
Tapco LLC March 2012 - June 2013
Putnam Investments December 2008 - April 2011
Putnam Investments October 2007 - December 2008
Skills
Microsoft Excel, Customer Service, Customer Satisfaction, Financial Analysis, Microsoft Office, Analysis, Research, Team Building, Budget, Policy Analysis, Social Media, Operations Management, Account Management, Market Research, Valuation, Investments, Program Management
Education
Boston College 2002 — 2006
BA Political Science, Environmental Studies minor
Sophie Giontzis's Putnam Investments Experience August 2003 - August 2015
Job Vice President/Client Solutions Senior Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2015 - Present
Putnam Investments August 2003 - August 2015
Putnam Investments August 2001 - July 2003
Putnam Investments October 1998 - July 2001
Putnam Investments September 1996 - September 1998
Education
Salve Regina University 1991 — 1995
Bachelor of Science (B.S.)
Boston Latin School 1985 — 1991
High School
BNY Mellon September 2015 - Present
Putnam Investments August 2003 - August 2015
Putnam Investments August 2001 - July 2003
Putnam Investments October 1998 - July 2001
Putnam Investments September 1996 - September 1998
Education
Salve Regina University 1991 — 1995
Bachelor of Science (B.S.)
Boston Latin School 1985 — 1991
High School
Roger Antonellis's Putnam Investments Experience September 2002 - Present
Job Technical Expert at Putnam Investments
Industry Financial Services
Experience
Putnam Investments September 2002 - Present
Lucent Technologies January 1996 - April 2000
AT&T March 1984 - January 1996
Skills
SDLC, Vendor Management, Disaster Recovery, Data Center, Business Analysis, Bloomberg, Avaya, IT Service Management, Visio, Troubleshooting, IT Strategy, Cloud Computing, IT Management, Integration, Telecommunications, Technical Support, Cisco Technologies, Networking
Education
Boston College
BS, Business Administration/Marketing
Putnam Investments September 2002 - Present
Lucent Technologies January 1996 - April 2000
AT&T March 1984 - January 1996
Skills
SDLC, Vendor Management, Disaster Recovery, Data Center, Business Analysis, Bloomberg, Avaya, IT Service Management, Visio, Troubleshooting, IT Strategy, Cloud Computing, IT Management, Integration, Telecommunications, Technical Support, Cisco Technologies, Networking
Education
Boston College
BS, Business Administration/Marketing
Michele Hsu's Putnam Investments Experience July 2008 - Present
Job Manager, Accounting Oversight at Putnam Investments
Industry Financial Services
Experience
Putnam Investments July 2008 - Present
Putnam Investments January 2007 - June 2008
Putnam Investments 2004 - 2007
Putnam Investments June 1999 - June 2004
Lustig, Glaser & Wilson 1993 - 1999
Skills
401k, Mutual Funds, Financial Services
Education
Boston College 1989 — 1993
BA, English
Putnam Investments July 2008 - Present
Putnam Investments January 2007 - June 2008
Putnam Investments 2004 - 2007
Putnam Investments June 1999 - June 2004
Lustig, Glaser & Wilson 1993 - 1999
Skills
401k, Mutual Funds, Financial Services
Education
Boston College 1989 — 1993
BA, English
Ann Geary's Putnam Investments Experience 1999 - 2005
Job Vice President of Human Resources at Virtual, Inc.
Industry Human Resources
Experience
Virtual, Inc. July 2010 - Present
Insperity April 2007 - June 2010
Boston Center for Adult Education 2005 - 2007
Putnam Investments 1999 - 2005
Skills
Human Resources, Employee Benefits, Employee Relations, Performance Management, Recruiting, Onboarding, Talent Acquisition, HRIS, Organizational..., Benefits Administration, Succession Planning, Talent Management, Coaching, Deferred Compensation, PeopleSoft, Applicant Tracking..., FMLA, College Recruiting, Payroll, New Hire Orientations, Employee Engagement
Education
Boston Latin School 1972 — 1976
Bachelor's degree, Human Resources Management/Personnel Administration, General
Northeastern
BS, Business, HR Management
Virtual, Inc. July 2010 - Present
Insperity April 2007 - June 2010
Boston Center for Adult Education 2005 - 2007
Putnam Investments 1999 - 2005
Skills
Human Resources, Employee Benefits, Employee Relations, Performance Management, Recruiting, Onboarding, Talent Acquisition, HRIS, Organizational..., Benefits Administration, Succession Planning, Talent Management, Coaching, Deferred Compensation, PeopleSoft, Applicant Tracking..., FMLA, College Recruiting, Payroll, New Hire Orientations, Employee Engagement
Education
Boston Latin School 1972 — 1976
Bachelor's degree, Human Resources Management/Personnel Administration, General
Northeastern
BS, Business, HR Management
Randy Farina's Putnam Investments Experience 2004 - Present
Job Portfolio Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments 2004 - Present
Putnam Investments 1999 - 2004
Education
Boston College 1997 — 1998
Master of Science (MS) in Finance
UMass Lowell 1990 — 1994
Bachelor of Science (B.S.), Finance and Economics
Putnam Investments 2004 - Present
Putnam Investments 1999 - 2004
Education
Boston College 1997 — 1998
Master of Science (MS) in Finance
UMass Lowell 1990 — 1994
Bachelor of Science (B.S.), Finance and Economics
Patty Fisher's Putnam Investments Experience January 2006 - May 2007
Job Managing Director, Head of AST Eagle Application Development at BNY Mellon
Industry Computer Software
Experience
BNY Mellon September 2013 - Present
Eagle Investment Systems May 2007 - August 2013
Eagle Investment Systems May 2007 - October 2008
Putnam Investments January 2006 - May 2007
Wellington Management February 2005 - December 2005
Putnam Investments June 2000 - February 2005
Wellington Management July 1999 - June 2000
Putnam Investments June 1998 - July 1999
Putnam Investments October 1995 - May 1998
State Street Bank October 1993 - September 1995
Skills
Fixed Income, Applications..., Systems Development, Financial Services, Systems Analysis, Security Reference, Trading Systems, Derivatives, Foreign Exchange, Fund Accounting Systems, Project Management, Staff Management, Applications Software..., SDLC
Education
Boston College - Wallace E. Carroll Graduate School of Management
MS, Finance
Boston University - School of Management
BS, Business Administration
BNY Mellon September 2013 - Present
Eagle Investment Systems May 2007 - August 2013
Eagle Investment Systems May 2007 - October 2008
Putnam Investments January 2006 - May 2007
Wellington Management February 2005 - December 2005
Putnam Investments June 2000 - February 2005
Wellington Management July 1999 - June 2000
Putnam Investments June 1998 - July 1999
Putnam Investments October 1995 - May 1998
State Street Bank October 1993 - September 1995
Skills
Fixed Income, Applications..., Systems Development, Financial Services, Systems Analysis, Security Reference, Trading Systems, Derivatives, Foreign Exchange, Fund Accounting Systems, Project Management, Staff Management, Applications Software..., SDLC
Education
Boston College - Wallace E. Carroll Graduate School of Management
MS, Finance
Boston University - School of Management
BS, Business Administration
C. Nancy Fisher's Putnam Investments Experience 1991 - 2008
Job at Fisher Communication Consulting
Industry Public Relations and Communications
Experience
Fisher Communication Consulting 2009 - Present
Putnam Investments 1991 - 2008
Prime Motor Inns 1986 - 1991
Howard Johnson Company 1982 - 1986
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Marketing
Massachusetts General Hospital, Boston
Dietetic Internship
The Ohio State University
B.S., Food and Nutrition
Fisher Communication Consulting 2009 - Present
Putnam Investments 1991 - 2008
Prime Motor Inns 1986 - 1991
Howard Johnson Company 1982 - 1986
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Marketing
Massachusetts General Hospital, Boston
Dietetic Internship
The Ohio State University
B.S., Food and Nutrition
Maggie Bourassa's Putnam Investments Experience November 2007 - Present
Job Senior Internal Auditor at Putnam Investments, CIA, CPA
Industry Financial Services
Experience
Putnam Investments November 2007 - Present
Putnam Investments March 2006 - November 2007
Deloitte & Touche LLP October 2002 - March 2006
Skills
Financial Reporting, Accounting, Auditing, Internal Audit, Internal Controls, Audit, Sarbanes-Oxley Act
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2005
MSA, Accounting
Franklin & Marshall College 1998 — 2002
BA, Accounting
Putnam Investments November 2007 - Present
Putnam Investments March 2006 - November 2007
Deloitte & Touche LLP October 2002 - March 2006
Skills
Financial Reporting, Accounting, Auditing, Internal Audit, Internal Controls, Audit, Sarbanes-Oxley Act
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2005
MSA, Accounting
Franklin & Marshall College 1998 — 2002
BA, Accounting
Diane Amoroso-O'Connor's Putnam Investments Experience September 2002 - April 2003
Job Lecturer at Ursinus College, Ph.D. Candidate at Bryn Mawr College
Industry Higher Education
Experience
Ursinus College August 2013 - Present
Bryn Mawr College April 2011 - Present
Bryn Mawr College September 2009 - August 2010
Bryn Mawr College September 2007 - May 2009
Bryn Mawr College January 2007 - May 2007
University of Pennsylvania Museum of Art June 2006 - December 2006
Pearson Custom Publishing April 2003 - December 2003
Putnam Investments September 2002 - April 2003
Pforzheimer Learning and Teaching Center, Wellesley College September 2001 - May 2002
Mellon Residential Life Group, Wellesley College June 2001 - December 2001
Skills
Art, Latin, Ancient Greek, Museum Collections, Egyptology, Ancient History, Academic Writing, Archaeology, Tutoring, French, Lecturing, Teaching, University Teaching, Museums, Higher Education, Editing, Microsoft Office
Education
Bryn Mawr College 2004 — 2012
M.A., Ph.D
Wellesley College 1998 — 2002
B.A.
Boston Latin School 1992 — 1998
Ursinus College August 2013 - Present
Bryn Mawr College April 2011 - Present
Bryn Mawr College September 2009 - August 2010
Bryn Mawr College September 2007 - May 2009
Bryn Mawr College January 2007 - May 2007
University of Pennsylvania Museum of Art June 2006 - December 2006
Pearson Custom Publishing April 2003 - December 2003
Putnam Investments September 2002 - April 2003
Pforzheimer Learning and Teaching Center, Wellesley College September 2001 - May 2002
Mellon Residential Life Group, Wellesley College June 2001 - December 2001
Skills
Art, Latin, Ancient Greek, Museum Collections, Egyptology, Ancient History, Academic Writing, Archaeology, Tutoring, French, Lecturing, Teaching, University Teaching, Museums, Higher Education, Editing, Microsoft Office
Education
Bryn Mawr College 2004 — 2012
M.A., Ph.D
Wellesley College 1998 — 2002
B.A.
Boston Latin School 1992 — 1998
Jaime Kiehn, CFA's Putnam Investments Experience June 2006 - August 2010
Job Senior Client Portfolio Manager at Edge Asset Management, Inc.
Industry Financial Services
Experience
Edge Asset Management March 2015 - Present
Edge Asset Management, Inc. August 2010 - Present
Putnam Investments June 2006 - August 2010
Loomis, Sayles & Company October 2004 - June 2006
Putnam Investments 2002 - 2004
Skills
Series 7, Series 63, Mutual Funds, Equities, Asset Managment, Alternative Investments, Fixed Income, Investments, Asset Allocation, Portfolio Management, Investment Strategies
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Leadership and Change
Tulane University - A.B. Freeman School of Business 1998 — 2002
BSM, Finance and Economics
Edge Asset Management March 2015 - Present
Edge Asset Management, Inc. August 2010 - Present
Putnam Investments June 2006 - August 2010
Loomis, Sayles & Company October 2004 - June 2006
Putnam Investments 2002 - 2004
Skills
Series 7, Series 63, Mutual Funds, Equities, Asset Managment, Alternative Investments, Fixed Income, Investments, Asset Allocation, Portfolio Management, Investment Strategies
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Leadership and Change
Tulane University - A.B. Freeman School of Business 1998 — 2002
BSM, Finance and Economics
Stephen Remley's Putnam Investments Experience 1993 - 2000
Job Director, Relationship Management at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group August 2003 - Present
Diversified Investment Advisors 2000 - 2002
Putnam Investments 1993 - 2000
Skills
Relationship Management, 401k, Series 7, Series 63
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2002
MBA
The College of Wooster 1988 — 1992
BA, Business Economics
MassMutual Financial Group August 2003 - Present
Diversified Investment Advisors 2000 - 2002
Putnam Investments 1993 - 2000
Skills
Relationship Management, 401k, Series 7, Series 63
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2002
MBA
The College of Wooster 1988 — 1992
BA, Business Economics
Ryan Mullins's Putnam Investments Experience July 2013 - Present
Job Putnam Investments
Industry Investment Management
Experience
Putnam Investments July 2013 - Present
GR-NEAM June 2012 - August 2012
Education
Boston College 2009 — 2013
Moses Brown School 2005 — 2009
Putnam Investments July 2013 - Present
GR-NEAM June 2012 - August 2012
Education
Boston College 2009 — 2013
Moses Brown School 2005 — 2009
Gloria Sherman's Putnam Investments Experience April 1992 - January 2001
Job AVP/ Fund Operations Manager in the Investment / Retirement Services Industry
Industry Financial Services
Experience
ING March 2007 - May 2013
Putnam Investments April 1992 - January 2001
William M. Mercer June 1989 - April 1992
New York Life Insurance Company July 1986 - December 1988
Skills
Risk Management, Management, Investments, Fixed Income, Leadership, Financial Risk, Retail Banking, Insurance, Process Improvement, Accounting, Banking, Portfolio Management, Pensions, Operations Management, Financial Services, Mutual Funds
Education
Boston University 1988 — 1989
Master of Business Administration (MBA), Investments/Finance
Clark University 1982 — 1986
Bachelor's degree, Math/Business
ING March 2007 - May 2013
Putnam Investments April 1992 - January 2001
William M. Mercer June 1989 - April 1992
New York Life Insurance Company July 1986 - December 1988
Skills
Risk Management, Management, Investments, Fixed Income, Leadership, Financial Risk, Retail Banking, Insurance, Process Improvement, Accounting, Banking, Portfolio Management, Pensions, Operations Management, Financial Services, Mutual Funds
Education
Boston University 1988 — 1989
Master of Business Administration (MBA), Investments/Finance
Clark University 1982 — 1986
Bachelor's degree, Math/Business
Stavros Iatridis's Putnam Investments Experience 1985 - 1986
Job Managing Principal at Vestmo Global Research, Inc
Industry Investment Management
Experience
Self-employed Founder, Chief Investment OfficerDelos Capital, LLC2005 - Present
Vestmo Global Research, Inc 1999 - Present
Apogee Global Advisers, LLC 2001 - 2005
Noble Partners, LLC 1998 - 2001
Ulysses International Advisors 1995 - 1998
Odyssey Partners 1993 - 1995
Oechsle International Advisors 1986 - 1992
Putnam Investments 1985 - 1986
Skills
Hedge Funds, Emerging Markets, Equities, Investments, Portfolio Management, Alternative Investments, Capital Markets, Investment Management, Mutual Funds
Education
The George Washington University 1983 — 1985
Master of Business Administration (MBA), International Business
Boston College 1978 — 1982
Bachelor's degree, Economics & Philosophy
Self-employed Founder, Chief Investment OfficerDelos Capital, LLC2005 - Present
Vestmo Global Research, Inc 1999 - Present
Apogee Global Advisers, LLC 2001 - 2005
Noble Partners, LLC 1998 - 2001
Ulysses International Advisors 1995 - 1998
Odyssey Partners 1993 - 1995
Oechsle International Advisors 1986 - 1992
Putnam Investments 1985 - 1986
Skills
Hedge Funds, Emerging Markets, Equities, Investments, Portfolio Management, Alternative Investments, Capital Markets, Investment Management, Mutual Funds
Education
The George Washington University 1983 — 1985
Master of Business Administration (MBA), International Business
Boston College 1978 — 1982
Bachelor's degree, Economics & Philosophy
Brian Rose's Putnam Investments Experience 2000 - 2002
Job Portfolio Manager at Surveyor Capital/Citadel
Industry Investment Management
Experience
Surveyor Capital/Citadel June 2014 - Present
Adage Capital Management 2006 - June 2014
American Express 2002 - 2006
Putnam Investments 2000 - 2002
Loomis, Sayles & Company 1996 - 2000
Skills
Investments, Portfolio Management, Risk Management, Financial Modeling, Equities, Equity Research, Valuation, Finance, Financial Analysis, Asset Management, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1999
MBA, Finance, Economics
Marist College 1990 — 1994
Bachelor's degree, Finance, Economics
Surveyor Capital/Citadel June 2014 - Present
Adage Capital Management 2006 - June 2014
American Express 2002 - 2006
Putnam Investments 2000 - 2002
Loomis, Sayles & Company 1996 - 2000
Skills
Investments, Portfolio Management, Risk Management, Financial Modeling, Equities, Equity Research, Valuation, Finance, Financial Analysis, Asset Management, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1999
MBA, Finance, Economics
Marist College 1990 — 1994
Bachelor's degree, Finance, Economics