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.,
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Putnam Investments Employees
Employee
Years
Job
Industry
Steven Cheshire, CFA Steven Cheshire, CFA's Putnam Investments Experience January 1994 - April 1997
Job Equity Investment Consultant at Affinity Wealth Management, Inc.
Industry Investment Management
Experience
Affinity Wealth Management, Inc. Equity Investment ConsultantAffinity Wealth Management, Inc.November 2014 - Present
United Alpha May 2003 - December 2004
Gartmore Investments June 2002 - May 2003
State Street Global Advisors April 1997 - June 2002
Putnam Investments January 1994 - April 1997
Wellington Management September 1990 - January 1993
Skills
Portfolio Management, Equities, Hedge Funds, Fixed Income, Asset Management, Investments, Alternative Investments, Bloomberg, Asset Allocation, Equity Research, Valuation, Financial Modeling, Investment Strategies, Derivatives, Mutual Funds
Education
Boston University - School of Management 1990 — 1993
MBA, Finance
Virginia Polytechnic Institute and State University 1983 — 1988
BS, Finance
Affinity Wealth Management, Inc. Equity Investment ConsultantAffinity Wealth Management, Inc.November 2014 - Present
United Alpha May 2003 - December 2004
Gartmore Investments June 2002 - May 2003
State Street Global Advisors April 1997 - June 2002
Putnam Investments January 1994 - April 1997
Wellington Management September 1990 - January 1993
Skills
Portfolio Management, Equities, Hedge Funds, Fixed Income, Asset Management, Investments, Alternative Investments, Bloomberg, Asset Allocation, Equity Research, Valuation, Financial Modeling, Investment Strategies, Derivatives, Mutual Funds
Education
Boston University - School of Management 1990 — 1993
MBA, Finance
Virginia Polytechnic Institute and State University 1983 — 1988
BS, Finance
Connie Mayo Connie Mayo's Putnam Investments Experience 1994 - 1995
Job Business Analyst at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services 1995 - Present
Putnam Investments 1994 - 1995
American Management Systems (now CGI) 1993 - 1994
Bain & Company 1987 - 1992
Skills
System Testing, System Integration..., Technical Documentation, Data Analysis, Functional..., Requirements Gathering
Education
Boston University Graduate School of Management 1992 — 1993
Master's degree, Management Information Systems, General
Tufts University 1982 — 1986
Bachelor of Arts (B.A.), Literature
John Hancock Financial Services 1995 - Present
Putnam Investments 1994 - 1995
American Management Systems (now CGI) 1993 - 1994
Bain & Company 1987 - 1992
Skills
System Testing, System Integration..., Technical Documentation, Data Analysis, Functional..., Requirements Gathering
Education
Boston University Graduate School of Management 1992 — 1993
Master's degree, Management Information Systems, General
Tufts University 1982 — 1986
Bachelor of Arts (B.A.), Literature
Charlie Legg Charlie Legg's Putnam Investments Experience July 2007 - April 2011
Job Private Equity at Fortress Investment Group
Industry Venture Capital & Private Equity
Experience
Fortress Investment Group July 2015 - Present
Wolfe Research, LLC April 2011 - April 2013
Putnam Investments July 2007 - April 2011
Education
University of Virginia Darden School of Business 2013 — 2015
Master of Business Administration (MBA)
Bowdoin College 2003 — 2007
BA, History, Economics
Fortress Investment Group July 2015 - Present
Wolfe Research, LLC April 2011 - April 2013
Putnam Investments July 2007 - April 2011
Education
University of Virginia Darden School of Business 2013 — 2015
Master of Business Administration (MBA)
Bowdoin College 2003 — 2007
BA, History, Economics
Robert Keegan Robert Keegan's Putnam Investments Experience 2000 - 2005
Job Benefits Analyst, CEBS candidate
Industry Human Resources
Experience
Ahold 2014 - Present
Human Resources Benefits Analytics 2013 - Present
Ahold 2012 - 2013
Fidelity Investments December 2011 - February 2012
The Vierra Group 2011 - 2011
New York Life Insurance Company 2006 - 2008
Mercer 2005 - 2006
Putnam Investments 2000 - 2005
Skills
Human Resources, Employee Benefits, Management, Leadership, Project Management, HTML, Employee Relations, Investments, CRM, Finance, CSS, Program Management, Analysis, Mutual Funds, Access, Benefits Administration, HRIS, JavaScript, Training, Pensions, New Business Development, Business Planning, Vendor Management, Mergers & Acquisitions, Onboarding, Deferred Compensation, employee benefit..., health plan design and..., Employee Wellness..., Workers Compensation, Taxation of Group..., Achieving Employee..., Performance Appraisal, International Human..., Compensation Management..., Establishing Internal..., Job Analysis in Job..., Person Based Pay Systems, Attracting and..., Managing the...
Education
University of Pennsylvania - The Wharton School 2013 — 2016
Certified Employee Benefits Specialist Program
Xaverian Brothers High School
Stonehill College
Bachelor of Science, Finance
Bridgewater State College
Certificate in building web pages, Web Development
Ahold 2014 - Present
Human Resources Benefits Analytics 2013 - Present
Ahold 2012 - 2013
Fidelity Investments December 2011 - February 2012
The Vierra Group 2011 - 2011
New York Life Insurance Company 2006 - 2008
Mercer 2005 - 2006
Putnam Investments 2000 - 2005
Skills
Human Resources, Employee Benefits, Management, Leadership, Project Management, HTML, Employee Relations, Investments, CRM, Finance, CSS, Program Management, Analysis, Mutual Funds, Access, Benefits Administration, HRIS, JavaScript, Training, Pensions, New Business Development, Business Planning, Vendor Management, Mergers & Acquisitions, Onboarding, Deferred Compensation, employee benefit..., health plan design and..., Employee Wellness..., Workers Compensation, Taxation of Group..., Achieving Employee..., Performance Appraisal, International Human..., Compensation Management..., Establishing Internal..., Job Analysis in Job..., Person Based Pay Systems, Attracting and..., Managing the...
Education
University of Pennsylvania - The Wharton School 2013 — 2016
Certified Employee Benefits Specialist Program
Xaverian Brothers High School
Stonehill College
Bachelor of Science, Finance
Bridgewater State College
Certificate in building web pages, Web Development
Suzanne Ward Suzanne Ward's Putnam Investments Experience September 1998 - September 2000
Job VP of Product Management
Industry Information Technology and Services
Experience
Salesfusion October 2014 - Present
Social123 February 2014 - September 2014
Equifax November 2011 - February 2014
Blackbaud July 2010 - August 2011
Thomson Reuters June 2007 - January 2010
Thomson Financial July 2005 - June 2007
Thomson Financial October 2004 - July 2005
Thomson Financial May 2003 - October 2004
Putnam Investments September 1998 - September 2000
Skills
Product Management, Strategy, SaaS, Product Marketing, Competitive Analysis, CRM, Analytics, Strategic Partnerships, Lead Generation, Integrated Marketing, Start-ups, Cloud Computing, Business Development, Demand Generation, Solution Selling
Education
Brandeis International Business School 2001 — 2003
MBA, International Business, Economics and Finance
Wheaton College (MA) 1991 — 1995
MA, Anthropology, Psychology
Salesfusion October 2014 - Present
Social123 February 2014 - September 2014
Equifax November 2011 - February 2014
Blackbaud July 2010 - August 2011
Thomson Reuters June 2007 - January 2010
Thomson Financial July 2005 - June 2007
Thomson Financial October 2004 - July 2005
Thomson Financial May 2003 - October 2004
Putnam Investments September 1998 - September 2000
Skills
Product Management, Strategy, SaaS, Product Marketing, Competitive Analysis, CRM, Analytics, Strategic Partnerships, Lead Generation, Integrated Marketing, Start-ups, Cloud Computing, Business Development, Demand Generation, Solution Selling
Education
Brandeis International Business School 2001 — 2003
MBA, International Business, Economics and Finance
Wheaton College (MA) 1991 — 1995
MA, Anthropology, Psychology
Wendy Price, CFA Wendy Price, CFA's Putnam Investments Experience October 2003 - June 2005
Job Vice President, Client Portfolio Manager at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US January 2007 - Present
Eaton Vance Management June 2005 - December 2006
Putnam Investments October 2003 - June 2005
Skills
Fixed Income, Series 7, Series 63, Series 3, High Yield, Product Development, Product Management, New Business Development, Institutional Sales, Presentation Development, Sales Presentations, Chartered Financial..., Portfolio Management, Equities, Bonds, Marketing Strategy, Institutional..., Investments, Investment Strategies, Alternative Investments, Asset Management
Education
Bowdoin College 1999 — 2003
BA, Economics & English
MICDS 1991 — 1999
Columbia Threadneedle Investments, US January 2007 - Present
Eaton Vance Management June 2005 - December 2006
Putnam Investments October 2003 - June 2005
Skills
Fixed Income, Series 7, Series 63, Series 3, High Yield, Product Development, Product Management, New Business Development, Institutional Sales, Presentation Development, Sales Presentations, Chartered Financial..., Portfolio Management, Equities, Bonds, Marketing Strategy, Institutional..., Investments, Investment Strategies, Alternative Investments, Asset Management
Education
Bowdoin College 1999 — 2003
BA, Economics & English
MICDS 1991 — 1999
James Friedman, PMP James Friedman, PMP's Putnam Investments Experience July 1994 - February 2005
Job Principal Consultant and Project Manager
Industry Financial Services
Experience
Systems Evolution, Inc January 2008 - Present
Veritude March 2007 - December 2007
CitiStreet March 2005 - March 2007
Putnam Investments July 1994 - February 2005
State Street Bank December 1991 - July 1994
Skills
Program Management, Project Management, HR Project Management, Business Analysis, Outsourcing, PMO, Requirements Analysis, Business Requirements, Strategy, Strategic Consulting, Management Consulting, Project Planning, Cross-functional Team...
Education
Brandeis University 1986 — 1990
Bachelor of Arts, Economics
Systems Evolution, Inc January 2008 - Present
Veritude March 2007 - December 2007
CitiStreet March 2005 - March 2007
Putnam Investments July 1994 - February 2005
State Street Bank December 1991 - July 1994
Skills
Program Management, Project Management, HR Project Management, Business Analysis, Outsourcing, PMO, Requirements Analysis, Business Requirements, Strategy, Strategic Consulting, Management Consulting, Project Planning, Cross-functional Team...
Education
Brandeis University 1986 — 1990
Bachelor of Arts, Economics
James Stolberg's Putnam Investments Experience November 2008 - August 2009
Job Supervisor, Premium Accounting Operations at MAPFRE Insurance
Industry Insurance
Experience
MAPFRE Insurance July 2014 - Present
MAPFRE Insurance May 2013 - July 2014
Blue Cod Technologies November 2011 - May 2013
Blue Cod Technologies February 2010 - November 2011
The Hanover Insurance Group August 2009 - February 2010
Putnam Investments November 2008 - August 2009
Skills
Strategic Planning, Process Improvement, Financial Services, Insurance, Customer Service, Microsoft Office, Accounting, Marketing, Sales Operations, Public Relations, Outsourcing, Managed Services, Mutual Funds, Retirement Savings, Strategy, Business Analysis, CRM
Education
Bridgewater State University 2005 — 2009
Bachelor, Accounting and Finance
MAPFRE Insurance July 2014 - Present
MAPFRE Insurance May 2013 - July 2014
Blue Cod Technologies November 2011 - May 2013
Blue Cod Technologies February 2010 - November 2011
The Hanover Insurance Group August 2009 - February 2010
Putnam Investments November 2008 - August 2009
Skills
Strategic Planning, Process Improvement, Financial Services, Insurance, Customer Service, Microsoft Office, Accounting, Marketing, Sales Operations, Public Relations, Outsourcing, Managed Services, Mutual Funds, Retirement Savings, Strategy, Business Analysis, CRM
Education
Bridgewater State University 2005 — 2009
Bachelor, Accounting and Finance
Sarah Al-Obaidi Sarah Al-Obaidi's Putnam Investments Experience 2003 - 2005
Job Senior Financial Analyst at Dunkin' Brands
Industry Food & Beverages
Experience
Dunkin' Brands February 2014 - Present
BNY Mellon December 2012 - February 2014
BNY Mellon January 2008 - January 2013
Investor’s Bank & Trust June 2005 - October 2005
Putnam Investments 2003 - 2005
Skills
Bloomberg, Microsoft Office, Analysis, Problem Solving, Process Development, Fund Accounting, Process Simulation, Financial Analysis, Accounting, Account Reconciliation, Mutual Funds, Fixed Income, Financial Reporting, Auditing, Portfolio Management, Risk Management, Securities, Microsoft Excel, Finance, Investments
Education
Suffolk University - Sawyer Business School 2007 — 2009
MBA, Entrepreneurship and Public Administration, 4.0
Bridgewater State University 2001 — 2005
BS in Finance, Accounting & Finance, 3.6
Dunkin' Brands February 2014 - Present
BNY Mellon December 2012 - February 2014
BNY Mellon January 2008 - January 2013
Investor’s Bank & Trust June 2005 - October 2005
Putnam Investments 2003 - 2005
Skills
Bloomberg, Microsoft Office, Analysis, Problem Solving, Process Development, Fund Accounting, Process Simulation, Financial Analysis, Accounting, Account Reconciliation, Mutual Funds, Fixed Income, Financial Reporting, Auditing, Portfolio Management, Risk Management, Securities, Microsoft Excel, Finance, Investments
Education
Suffolk University - Sawyer Business School 2007 — 2009
MBA, Entrepreneurship and Public Administration, 4.0
Bridgewater State University 2001 — 2005
BS in Finance, Accounting & Finance, 3.6
Joseph Byrne, CFA Joseph Byrne, CFA's Putnam Investments Experience July 2004 - August 2008
Job AVP, Alternative Investment Due Diligence at LPL Financial
Industry Investment Management
Experience
LPL Financial July 2014 - Present
LPL Financial January 2014 - July 2014
LPL Financial August 2011 - January 2014
Putnam Investments July 2004 - August 2008
Brown Brothers Harriman December 2003 - July 2004
Skills
Alternative Investments, Hedge Funds, Financial Services, Operations Management, Equity Valuation, Equity Research, Asset Management, Equities, Mutual Funds, Financial Modeling, Financial Markets, Finance, Strategy, Bloomberg, Private Equity, Fixed Income, Investments, Financial Analysis, Due Diligence, Business Analysis, Corporate Finance, Portfolio Management, Valuation, Investment Management, Mergers & Acquisitions
Education
Boston University - School of Management 2009 — 2011
MBA in General Management, Finance Concentration
College of the Holy Cross 1999 — 2003
BA, Economics
Delbarton 1995 — 1999
LPL Financial July 2014 - Present
LPL Financial January 2014 - July 2014
LPL Financial August 2011 - January 2014
Putnam Investments July 2004 - August 2008
Brown Brothers Harriman December 2003 - July 2004
Skills
Alternative Investments, Hedge Funds, Financial Services, Operations Management, Equity Valuation, Equity Research, Asset Management, Equities, Mutual Funds, Financial Modeling, Financial Markets, Finance, Strategy, Bloomberg, Private Equity, Fixed Income, Investments, Financial Analysis, Due Diligence, Business Analysis, Corporate Finance, Portfolio Management, Valuation, Investment Management, Mergers & Acquisitions
Education
Boston University - School of Management 2009 — 2011
MBA in General Management, Finance Concentration
College of the Holy Cross 1999 — 2003
BA, Economics
Delbarton 1995 — 1999
Renee Maloof's Putnam Investments Experience 2007 - 2012
Job Finance and Accounting Professional
Industry Financial Services
Experience
The Boston Consulting Group 2013 - Present
Putnam Investments 2007 - 2012
Putnam Investments 2005 - 2007
Putnam Investments 2003 - 2005
Putnam Investments 2000 - 2003
Putnam Investments 1996 - 1999
Putnam Investments 1988 - 1995
Putnam Investments 1983 - 1987
Skills
Financial Analysis, Financial Reporting, Financial Project..., Budgeting & Planning, Corporate Accounting, Accounts Receivable /..., Audit & Control, Fund Accounting, Payroll Operations, Staff Management &..., Accounts Receivable, Corporate Finance, Project Management, Mutual Funds, Finance, Forecasting, Auditing, Internal Controls, Strategic Financial..., General Ledger, Analysis, Variance Analysis, SAP, Budgets, Investments, Financial Services, Account Reconciliation, Management
Education
Boston University - School of Management
Bachelor of Science (BS), Concentration in Finance
The Boston Consulting Group 2013 - Present
Putnam Investments 2007 - 2012
Putnam Investments 2005 - 2007
Putnam Investments 2003 - 2005
Putnam Investments 2000 - 2003
Putnam Investments 1996 - 1999
Putnam Investments 1988 - 1995
Putnam Investments 1983 - 1987
Skills
Financial Analysis, Financial Reporting, Financial Project..., Budgeting & Planning, Corporate Accounting, Accounts Receivable /..., Audit & Control, Fund Accounting, Payroll Operations, Staff Management &..., Accounts Receivable, Corporate Finance, Project Management, Mutual Funds, Finance, Forecasting, Auditing, Internal Controls, Strategic Financial..., General Ledger, Analysis, Variance Analysis, SAP, Budgets, Investments, Financial Services, Account Reconciliation, Management
Education
Boston University - School of Management
Bachelor of Science (BS), Concentration in Finance
Christine Tolisano's Putnam Investments Experience June 2004 - December 2006
Job Operations Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management November 2012 - Present
State Street January 2007 - November 2012
Putnam Investments June 2004 - December 2006
Putnam Investments February 2003 - June 2004
Putnam Investments January 2001 - February 2003
Pioneer Investments June 1999 - December 2000
Skills
Mutual Funds, Bloomberg, Corporate Actions, Fixed Income, Equities, Microsoft Excel, Microsoft Word, Communication Skills, Financial Reporting, Financial Analysis, Fund Accounting, Cash Flow Forecasting, Cash Management, Account Reconciliation, Bank Reconciliation, General Ledger, Derivatives, Financial Statements, Financial Audits
Education
Bridgewater State College
BS, Marketing and Finance
North Attleboro High School
Wellington Management November 2012 - Present
State Street January 2007 - November 2012
Putnam Investments June 2004 - December 2006
Putnam Investments February 2003 - June 2004
Putnam Investments January 2001 - February 2003
Pioneer Investments June 1999 - December 2000
Skills
Mutual Funds, Bloomberg, Corporate Actions, Fixed Income, Equities, Microsoft Excel, Microsoft Word, Communication Skills, Financial Reporting, Financial Analysis, Fund Accounting, Cash Flow Forecasting, Cash Management, Account Reconciliation, Bank Reconciliation, General Ledger, Derivatives, Financial Statements, Financial Audits
Education
Bridgewater State College
BS, Marketing and Finance
North Attleboro High School
Eric Levy's Putnam Investments Experience July 1995 - November 2004
Job Executive Vice President, Group Retirement at AIG
Industry Financial Services
Experience
AIG June 2015 - Present
Lincoln Financial Group January 2010 - Present
Aviv Centers For Living September 2012 - November 2014
Mercer Outsourcing January 2006 - January 2010
New England Hot Dog Company March 2005 - December 2006
Winthrop Consulting November 2004 - December 2005
Putnam Investments July 1995 - November 2004
Allmerica Financial September 1991 - June 1995
Fidelity Investments June 1987 - September 1991
Skills
Mutual Funds, Investment Management, Insurance, Outsourcing, Brokerage, Franchising, Retirement, 401k, Series 7, Defined Benefit, Corporate Benefits, Pensions, Series 63, Investments, Asset Managment, Asset Allocation, ERISA, Financial Services, Retirement Planning, Alternative Investments, Investment Advisory, Investment Strategies, Asset Management, Financial Advisory, Employee Benefits, Wealth Management, CRM, Relationship Management, Securities, Fixed Annuities, Series 6, Equities, Finance, Portfolio Management, ETFs, Leadership, Business Strategy, Hedge Funds, Strategic Financial...
Education
Boston University Questrom School of Business 1988 — 1991
MBA, Marketing
University of Massachusetts, Amherst 1983 — 1987
Bachelor of Business Administration (BBA), Finance
AIG June 2015 - Present
Lincoln Financial Group January 2010 - Present
Aviv Centers For Living September 2012 - November 2014
Mercer Outsourcing January 2006 - January 2010
New England Hot Dog Company March 2005 - December 2006
Winthrop Consulting November 2004 - December 2005
Putnam Investments July 1995 - November 2004
Allmerica Financial September 1991 - June 1995
Fidelity Investments June 1987 - September 1991
Skills
Mutual Funds, Investment Management, Insurance, Outsourcing, Brokerage, Franchising, Retirement, 401k, Series 7, Defined Benefit, Corporate Benefits, Pensions, Series 63, Investments, Asset Managment, Asset Allocation, ERISA, Financial Services, Retirement Planning, Alternative Investments, Investment Advisory, Investment Strategies, Asset Management, Financial Advisory, Employee Benefits, Wealth Management, CRM, Relationship Management, Securities, Fixed Annuities, Series 6, Equities, Finance, Portfolio Management, ETFs, Leadership, Business Strategy, Hedge Funds, Strategic Financial...
Education
Boston University Questrom School of Business 1988 — 1991
MBA, Marketing
University of Massachusetts, Amherst 1983 — 1987
Bachelor of Business Administration (BBA), Finance
Brian Guglielmi's Putnam Investments Experience May 2007 - August 2007
Job Bus Operator at MBTA
Industry Transportation/Trucking/Railroad
Experience
MBTA October 2011 - Present
Department of Conservation and Recreation May 2010 - October 2011
Boston Generating December 2009 - January 2010
Putnam Investments May 2007 - August 2007
Skills
Customer Service, Access, Microsoft Excel, Microsoft Office, Microsoft Word, Data Entry, Outlook, Inventory Management, PowerPoint, Process Scheduler, Team Building, Data Analysis, Program Management, Management, Supervisory Skills, Administration, Analysis, Time Management, Transportation
Education
Bridgewater State College 2008 — 2011
Bachelors of Science, Management
Endicott College 2006 — 2008
Bachelors of Science, Business Administration
MBTA October 2011 - Present
Department of Conservation and Recreation May 2010 - October 2011
Boston Generating December 2009 - January 2010
Putnam Investments May 2007 - August 2007
Skills
Customer Service, Access, Microsoft Excel, Microsoft Office, Microsoft Word, Data Entry, Outlook, Inventory Management, PowerPoint, Process Scheduler, Team Building, Data Analysis, Program Management, Management, Supervisory Skills, Administration, Analysis, Time Management, Transportation
Education
Bridgewater State College 2008 — 2011
Bachelors of Science, Management
Endicott College 2006 — 2008
Bachelors of Science, Business Administration
Dan Sauer Dan Sauer's Putnam Investments Experience 1999 - 2001
Job Client Service & Operations Leader in Financial Services Seeking New Opportunity
Industry Financial Services
Experience
State Street March 2015 - Present
Brown Brothers Harriman 2001 - 2013
Putnam Investments 1999 - 2001
First Data Investor Svc Group 1998 - 1999
Brown Brothers Harriman 1990 - 1998
Skills
Equities, Fixed Income, Securities, Mutual Funds, Hedge Funds, Bloomberg, Financial Services, Investments, Derivatives, Alternative Investments, Asset Management, Capital Markets, Banking, Bonds
Education
Boston University - School of Management 1995 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
Northeastern University 1987 — 1990
Bachelor of Science (BS), Finance, General
State University of New York at Albany 1985 — 1987
State Street March 2015 - Present
Brown Brothers Harriman 2001 - 2013
Putnam Investments 1999 - 2001
First Data Investor Svc Group 1998 - 1999
Brown Brothers Harriman 1990 - 1998
Skills
Equities, Fixed Income, Securities, Mutual Funds, Hedge Funds, Bloomberg, Financial Services, Investments, Derivatives, Alternative Investments, Asset Management, Capital Markets, Banking, Bonds
Education
Boston University - School of Management 1995 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
Northeastern University 1987 — 1990
Bachelor of Science (BS), Finance, General
State University of New York at Albany 1985 — 1987
Becky Berube Becky Berube's Putnam Investments Experience June 1990 - May 1994
Job President at United Catalyst Corporation
Industry Mining & Metals
Experience
United Catalyst Corporation November 2012 - Present
Umicore January 2011 - September 2012
Oakbrook Preparatory School October 2010 - January 2011
Oakbrook Preparatory School August 2005 - October 2010
United Catalyst Corporation December 1991 - June 2003
Putnam Investments June 1990 - May 1994
Skills
Strategic Planning, Public Speaking, Marketing Strategy, Program Management, Sales Management, Fundraising, Organizational..., Marketing, Project Management, Management, Microsoft Office, Business Development, Budgets, Coaching, Negotiation, Nonprofits, Leadership Development, New Business Development, Leadership, Team Leadership, Change Management, Business Strategy, Process Improvement, Team Building, Training, Manufacturing, Strategy, Start-ups, Business Planning, Contract Negotiation, Product Development, Management Consulting, Operations Management, Purchasing, Entrepreneurship, Sales, Logistics, Market Research, Forecasting, Account Management, International Business, Automotive, Cross-functional Team..., Supply Chain Management, Competitive Analysis, Mergers & Acquisitions, B2B, Analysis, International Sales, Continuous Improvement
Education
University of San Diego 2007 — 2009
Master of Science, Executive Leadership
Evangel University 1986 — 1990
B.S., Government
Brandeis University 1988 — 1989
Bachelor of Science (BS), Economics
Oakbrook Preparatory School
University of South Carolina Upstate
United Catalyst Corporation November 2012 - Present
Umicore January 2011 - September 2012
Oakbrook Preparatory School October 2010 - January 2011
Oakbrook Preparatory School August 2005 - October 2010
United Catalyst Corporation December 1991 - June 2003
Putnam Investments June 1990 - May 1994
Skills
Strategic Planning, Public Speaking, Marketing Strategy, Program Management, Sales Management, Fundraising, Organizational..., Marketing, Project Management, Management, Microsoft Office, Business Development, Budgets, Coaching, Negotiation, Nonprofits, Leadership Development, New Business Development, Leadership, Team Leadership, Change Management, Business Strategy, Process Improvement, Team Building, Training, Manufacturing, Strategy, Start-ups, Business Planning, Contract Negotiation, Product Development, Management Consulting, Operations Management, Purchasing, Entrepreneurship, Sales, Logistics, Market Research, Forecasting, Account Management, International Business, Automotive, Cross-functional Team..., Supply Chain Management, Competitive Analysis, Mergers & Acquisitions, B2B, Analysis, International Sales, Continuous Improvement
Education
University of San Diego 2007 — 2009
Master of Science, Executive Leadership
Evangel University 1986 — 1990
B.S., Government
Brandeis University 1988 — 1989
Bachelor of Science (BS), Economics
Oakbrook Preparatory School
University of South Carolina Upstate
Stephanie Gray's Putnam Investments Experience 1995 - September 1998
Job Business Development Manager
Industry Internet
Experience
MA State PTA April 2014 - Present
SMH Electronics July 2010 - Present
Gray Consulting Associates May 2004 - Present
MA State PTA Board of Directors 2009 - 2010
Loretta LaRoche Productions October 2007 - November 2009
Interex - Association of HP Users June 2000 - June 2005
Putnam Investments 1995 - September 1998
Mayflower Nursing and Rehabilitation Center March 1992 - September 1996
Skills
Social Media Marketing, Public Relations, Social Media, Event Planning, Social Networking, Email Marketing, Public Speaking, Customer Service, Press Releases, Corporate Events, Motivational Speaking, Coaching, Management, Advertising, Marketing Strategy, Small Business, SEO, Lead Generation, Creative Writing, Trade Shows, Sales, Facebook, Marketing, Newsletters, Strategy, Training, Budgets, Leadership, Time Management, Recruiting, Online Marketing
Education
Bridgewater State College 1984 — 1989
Bachelor of Science (BS)
Plymouth Carver Regional HS
MA State PTA April 2014 - Present
SMH Electronics July 2010 - Present
Gray Consulting Associates May 2004 - Present
MA State PTA Board of Directors 2009 - 2010
Loretta LaRoche Productions October 2007 - November 2009
Interex - Association of HP Users June 2000 - June 2005
Putnam Investments 1995 - September 1998
Mayflower Nursing and Rehabilitation Center March 1992 - September 1996
Skills
Social Media Marketing, Public Relations, Social Media, Event Planning, Social Networking, Email Marketing, Public Speaking, Customer Service, Press Releases, Corporate Events, Motivational Speaking, Coaching, Management, Advertising, Marketing Strategy, Small Business, SEO, Lead Generation, Creative Writing, Trade Shows, Sales, Facebook, Marketing, Newsletters, Strategy, Training, Budgets, Leadership, Time Management, Recruiting, Online Marketing
Education
Bridgewater State College 1984 — 1989
Bachelor of Science (BS)
Plymouth Carver Regional HS
Bridget Blaney Sullivan Bridget Blaney Sullivan's Putnam Investments Experience August 1998 - April 2000
Job Principal Business Systems Analyst / Developer at American Student Assistance
Industry Financial Services
Experience
American Student Assistance March 2006 - Present
bcgi July 2004 - March 2006
Edgewater Technology 2000 - 2004
Putnam Investments August 1998 - April 2000
O'Connor & Grace October 1997 - June 1998
National Technical Center of Harvard Medical School July 1997 - October 1997
Eastern Pennsylvania Psychiatric Institute June 1995 - June 1997
Skills
Requirements Gathering, Requirements Analysis, SDLC, SQL, Databases, Business Requirements, SharePoint, Systems Analysis, Data Warehousing, Software Documentation, Agile Methodologies, XML, Business Process, SOA, Business Analysis, Web Services, Functional..., User Stories, Testing, Documentation, Agile, Visio, SQL Server, Scrum, XSLT, CSS, JavaScript, High Level Design, Technical Design, IBM BPM, Stored Procedures, Code Review, SSRS, HTML, JIRA, Test Planning
Education
University of Pennsylvania 1991 — 1995
BA, Psychology & French, 3.5 GPA (cum laude)
Brandeis University 2001 — 2005
MS, Software Engineering, 3.9 GPA
American Student Assistance March 2006 - Present
bcgi July 2004 - March 2006
Edgewater Technology 2000 - 2004
Putnam Investments August 1998 - April 2000
O'Connor & Grace October 1997 - June 1998
National Technical Center of Harvard Medical School July 1997 - October 1997
Eastern Pennsylvania Psychiatric Institute June 1995 - June 1997
Skills
Requirements Gathering, Requirements Analysis, SDLC, SQL, Databases, Business Requirements, SharePoint, Systems Analysis, Data Warehousing, Software Documentation, Agile Methodologies, XML, Business Process, SOA, Business Analysis, Web Services, Functional..., User Stories, Testing, Documentation, Agile, Visio, SQL Server, Scrum, XSLT, CSS, JavaScript, High Level Design, Technical Design, IBM BPM, Stored Procedures, Code Review, SSRS, HTML, JIRA, Test Planning
Education
University of Pennsylvania 1991 — 1995
BA, Psychology & French, 3.5 GPA (cum laude)
Brandeis University 2001 — 2005
MS, Software Engineering, 3.9 GPA
Lawrence Enegren Lawrence Enegren's Putnam Investments Experience January 1996 - March 2000
Job Retired Due To Disability at Bank of America
Industry Banking
Experience
Bank of America 2000 - Present
Keller Williams Realty, Inc. October 2007 - February 2014
Franklin Pop Warner Football August 2003 - November 2003
Good Times DJ's April 1996 - December 2001
Putnam Investments January 1996 - March 2000
King Philip Company 1987 - 1993
King Philip Regional High School (Wrentham, MA) August 1980 - November 1980
Skills
Wealth Management, Fixed Income, Mutual Funds, Bloomberg, Capital Markets, Mergers, Asset Managment, Real Estate, Brokerage, Asset Management, Mergers & Acquisitions, Program Management, Financial Services, Alternative Investments, Real Estate Financing, Retirement Planning, Strategic Financial..., Investment Properties, Public Speaking, Budgets
Education
Bowdoin College 1976 — 1980
B.A., Government, Sociology
Suffield Academy 1975 — 1976
Bank of America 2000 - Present
Keller Williams Realty, Inc. October 2007 - February 2014
Franklin Pop Warner Football August 2003 - November 2003
Good Times DJ's April 1996 - December 2001
Putnam Investments January 1996 - March 2000
King Philip Company 1987 - 1993
King Philip Regional High School (Wrentham, MA) August 1980 - November 1980
Skills
Wealth Management, Fixed Income, Mutual Funds, Bloomberg, Capital Markets, Mergers, Asset Managment, Real Estate, Brokerage, Asset Management, Mergers & Acquisitions, Program Management, Financial Services, Alternative Investments, Real Estate Financing, Retirement Planning, Strategic Financial..., Investment Properties, Public Speaking, Budgets
Education
Bowdoin College 1976 — 1980
B.A., Government, Sociology
Suffield Academy 1975 — 1976
Kimberly Delgado's Putnam Investments Experience December 1996 - July 1997
Job Process Manager at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance May 2012 - Present
MassMutual Financial Group February 2000 - May 2012
MassMutual Financial Group July 1997 - February 2000
Putnam Investments December 1996 - July 1997
Skills
Call Center, Six Sigma, Business Process..., Process Improvement, Continuous Improvement, Customer Satisfaction, Change Management, Insurance, Quality Assurance, Coaching, Customer Relations, Customer Service, Problem Solving, Performance Management, Team Building, Personnel Recruiting, Customer Retention, Cost Reduction, Strategic Planning, Project Execution, Performance Metrics, Leadership, Employee Training, Team Leadership, Call Centers, Financial Services, Personnel Selection, Risk Management, Vendor Management
Education
Bridgewater State College 1992 — 2015
Business Administration and Management, General
State Farm Insurance May 2012 - Present
MassMutual Financial Group February 2000 - May 2012
MassMutual Financial Group July 1997 - February 2000
Putnam Investments December 1996 - July 1997
Skills
Call Center, Six Sigma, Business Process..., Process Improvement, Continuous Improvement, Customer Satisfaction, Change Management, Insurance, Quality Assurance, Coaching, Customer Relations, Customer Service, Problem Solving, Performance Management, Team Building, Personnel Recruiting, Customer Retention, Cost Reduction, Strategic Planning, Project Execution, Performance Metrics, Leadership, Employee Training, Team Leadership, Call Centers, Financial Services, Personnel Selection, Risk Management, Vendor Management
Education
Bridgewater State College 1992 — 2015
Business Administration and Management, General
Page deGregorio Page deGregorio's Putnam Investments Experience June 1995 - February 1997
Job VP at BBH
Industry Investment Management
Experience
Brown Brothers Harriman January 2012 - Present
Brown Brothers Harriman January 2009 - December 2011
Brown Brothers Harriman January 1999 - December 2008
Brown Brothers Harriman August 1997 - December 1998
Putnam Investments June 1995 - February 1997
Putnam Investments June 1992 - August 1994
Skills
Investments, Equities, Fixed Income, Securities, Bloomberg, Asset Management, Series 7, Portfolio Management, Financial Services, Valuation, Financial Modeling, Series 63, Private Equity, Fund Accounting, Risk Management, Corporate Actions, Investment Management, Mutual Funds, Management, Relationship Management, Financial Analysis, Finance, Internal Communications, Employee Engagement, Asset Allocation, Wealth Management, Leadership, Due Diligence, Investment Strategies, CRM, Business Analysis, Microsoft Excel, Strategy, Client Services
Education
Boston University Questrom School of Business 2003 — 2005
MSIM, Investment Management
Wellesley College 1993 — 1997
Bachelor of Arts (BA), Economics & Medieval Renaissance Studies
Winsor School 1986 — 1993
High School
Brown Brothers Harriman January 2012 - Present
Brown Brothers Harriman January 2009 - December 2011
Brown Brothers Harriman January 1999 - December 2008
Brown Brothers Harriman August 1997 - December 1998
Putnam Investments June 1995 - February 1997
Putnam Investments June 1992 - August 1994
Skills
Investments, Equities, Fixed Income, Securities, Bloomberg, Asset Management, Series 7, Portfolio Management, Financial Services, Valuation, Financial Modeling, Series 63, Private Equity, Fund Accounting, Risk Management, Corporate Actions, Investment Management, Mutual Funds, Management, Relationship Management, Financial Analysis, Finance, Internal Communications, Employee Engagement, Asset Allocation, Wealth Management, Leadership, Due Diligence, Investment Strategies, CRM, Business Analysis, Microsoft Excel, Strategy, Client Services
Education
Boston University Questrom School of Business 2003 — 2005
MSIM, Investment Management
Wellesley College 1993 — 1997
Bachelor of Arts (BA), Economics & Medieval Renaissance Studies
Winsor School 1986 — 1993
High School
Sarah Kanwal's Putnam Investments Experience July 2005 - October 2006
Job Investment Analyst at CT Mason Inc.
Industry Investment Management
Experience
CT Mason Inc. January 2015 - Present
Essex Investment Management October 2006 - January 2012
Putnam Investments July 2005 - October 2006
Putnam Investments October 2001 - July 2005
Renaissance Worldwide July 1999 - September 2001
Skills
Investments, Equity Research, Equities, Alternative Investments, Financial Modeling
Education
Brandeis University
Master of Science (M.S.), International Finance
College of the Holy Cross
Bachelor of Science (BS), History
CT Mason Inc. January 2015 - Present
Essex Investment Management October 2006 - January 2012
Putnam Investments July 2005 - October 2006
Putnam Investments October 2001 - July 2005
Renaissance Worldwide July 1999 - September 2001
Skills
Investments, Equity Research, Equities, Alternative Investments, Financial Modeling
Education
Brandeis University
Master of Science (M.S.), International Finance
College of the Holy Cross
Bachelor of Science (BS), History
Katherine Suitor Katherine Suitor's Putnam Investments Experience July 2013 - Present
Job Associate Business Development at Raizlabs
Industry Events Services
Experience
City of Cambridge August 2015 - Present
Putnam Investments July 2013 - Present
Raizlabs October 2014 - July 2015
Bowdoin College- McKeen Center September 2012 - May 2013
Bowdoin College Northern Bites September 2010 - May 2013
East/West Foundation June 2012 - July 2012
Private Family September 2009 - May 2012
Fur Cultural Revival May 2011 - October 2011
Camp Timanous June 2011 - August 2011
Skills
Public Speaking, Public Relations, Event Planning, Event Management, Microsoft Office, iMovie, French to English, English to French, French literature, Fundraising, International Relations, Nonprofits
Education
Bowdoin College 2009 — 2013
Bachelor's degree, Political Science and Government
St. Mark's School 2005 — 2009
City of Cambridge August 2015 - Present
Putnam Investments July 2013 - Present
Raizlabs October 2014 - July 2015
Bowdoin College- McKeen Center September 2012 - May 2013
Bowdoin College Northern Bites September 2010 - May 2013
East/West Foundation June 2012 - July 2012
Private Family September 2009 - May 2012
Fur Cultural Revival May 2011 - October 2011
Camp Timanous June 2011 - August 2011
Skills
Public Speaking, Public Relations, Event Planning, Event Management, Microsoft Office, iMovie, French to English, English to French, French literature, Fundraising, International Relations, Nonprofits
Education
Bowdoin College 2009 — 2013
Bachelor's degree, Political Science and Government
St. Mark's School 2005 — 2009
Brian Barrett's Putnam Investments Experience 1993 - 2008
Job AVP Client Relationship Management at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2008 - Present
Putnam Investments 1993 - 2008
Mercer 2005 - 2006
Skills
Series 7, 401k, Retirement, Relationship Management, Management, Retirement Planning, Mutual Funds, Series 63, Defined Contribution, Series 6, Asset Allocation, Employee Benefits, Insurance, Pensions
Education
Bridgewater State University 1991 — 1995
Bachelor’s Degree, Business Administration and Management, General
MassMutual Financial Group May 2008 - Present
Putnam Investments 1993 - 2008
Mercer 2005 - 2006
Skills
Series 7, 401k, Retirement, Relationship Management, Management, Retirement Planning, Mutual Funds, Series 63, Defined Contribution, Series 6, Asset Allocation, Employee Benefits, Insurance, Pensions
Education
Bridgewater State University 1991 — 1995
Bachelor’s Degree, Business Administration and Management, General
Francisco Heredia's Putnam Investments Experience May 1992 - November 1997
Job Managing Director, CoFounder at Molten Markets, Inc.
Industry Financial Services
Experience
Molten Markets Inc October 2011 - Present
UBS Investment Bank January 2011 - September 2011
UBS Investment Bank September 2009 - December 2010
FX Startup April 2009 - September 2009
Boston Global Associates January 2009 - September 2009
State Street Global Markets - Global Link February 1999 - January 2009
Putnam Investments May 1992 - November 1997
Bankers Trust 1990 - 1992
Harvard Management Company 1989 - 1990
Skills
FX, Fixed Income, Currency, Derivatives, Hedge Funds, Commodities, Financial Markets, Capital Markets, Asset Management, Trading Systems, Electronic Trading, Emerging Markets, Investment Banking
Education
Brandeis University, Lemberg - International Business School
MS, International Finance
Northeastern University
Bachelor of Science, Finance and International Business
Colegio Hispano Americano
Colegio Hispano Americano
Molten Markets Inc October 2011 - Present
UBS Investment Bank January 2011 - September 2011
UBS Investment Bank September 2009 - December 2010
FX Startup April 2009 - September 2009
Boston Global Associates January 2009 - September 2009
State Street Global Markets - Global Link February 1999 - January 2009
Putnam Investments May 1992 - November 1997
Bankers Trust 1990 - 1992
Harvard Management Company 1989 - 1990
Skills
FX, Fixed Income, Currency, Derivatives, Hedge Funds, Commodities, Financial Markets, Capital Markets, Asset Management, Trading Systems, Electronic Trading, Emerging Markets, Investment Banking
Education
Brandeis University, Lemberg - International Business School
MS, International Finance
Northeastern University
Bachelor of Science, Finance and International Business
Colegio Hispano Americano
Colegio Hispano Americano
Brian Melvin's Putnam Investments Experience 2000 - 2004
Job Regional Director at Ohio National Financial
Industry Financial Services
Experience
Ohio National Financial Services 2006 - 2015
Sun Life Financial 2003 - 2004
Putnam Investments 2000 - 2004
Skills
Series 6, Series 7, 401k, Series 63, Mutual Funds, Variable Annuities, Fixed Annuities, Videographer
Education
Emerson College 1995 — 1997
Master's Degree, Communications
Bridgewater State College 1985 — 1989
Bachelor's Degree, Management
Ohio National Financial Services 2006 - 2015
Sun Life Financial 2003 - 2004
Putnam Investments 2000 - 2004
Skills
Series 6, Series 7, 401k, Series 63, Mutual Funds, Variable Annuities, Fixed Annuities, Videographer
Education
Emerson College 1995 — 1997
Master's Degree, Communications
Bridgewater State College 1985 — 1989
Bachelor's Degree, Management
Kathryn Cadigan Kathryn Cadigan's Putnam Investments Experience 1982 - 1985
Job Financial & Communications Professional
Industry Financial Services
Experience
Town of Barrington November 2006 - December 2013
various 2006 - 2010
Collaborative Communications 2000 - 2003
American Superconductor July 1997 - September 1998
Computervision November 1996 - July 1997
CMGI January 1996 - November 1996
Cabot Corporation 1989 - 1995
Union Mutual Insurance Co. 1986 - 1987
Putnam Investments 1982 - 1985
Skills
Investments, Strategy, Finance, Analysis, Business Planning, Investor Relations, Public Relations, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Management
Bowdoin College 1978 — 1982
B.A., Economics, cum laude
Town of Barrington November 2006 - December 2013
various 2006 - 2010
Collaborative Communications 2000 - 2003
American Superconductor July 1997 - September 1998
Computervision November 1996 - July 1997
CMGI January 1996 - November 1996
Cabot Corporation 1989 - 1995
Union Mutual Insurance Co. 1986 - 1987
Putnam Investments 1982 - 1985
Skills
Investments, Strategy, Finance, Analysis, Business Planning, Investor Relations, Public Relations, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Management
Bowdoin College 1978 — 1982
B.A., Economics, cum laude
Shirish Jamthe Shirish Jamthe's Putnam Investments Experience August 2001 - September 2007
Job Product Development & Product Management Executive
Industry Computer Software
Experience
Google May 2015 - Present
HGST, a Western Digital company October 2013 - May 2015
Virident Systems October 2007 - September 2013
Putnam Investments August 2001 - September 2007
Coola Inc August 1999 - August 2001
Keane Inc August 1994 - June 2000
ICIM, Sequoia Systems April 1992 - July 1994
Sequoia Systems, Inc. 1992 - 1994
Tata Motors June 1990 - March 1992
Skills
Leadership, Cross-functional Team..., Product Management, Start-ups, Databases, Mobile Devices, Strategy, Entrepreneurship, Business Development, Management, Program Management, Product Development, Business Process, Operating Systems, Software Development, Wireless, Storage, SSD, Product Marketing, Integration, System Architecture, Go-to-market Strategy, Business Intelligence, Architecture, Vendor Management, Strategic Partnerships, Architectures, Analytics, Software Design, Team Mentoring, Pre-sales, Lateral Thinking, Friendly Personality, Persuasive Speaker, Energetic Leader, Can Do Approach, Systematic Approach, Distributed Systems, Enterprise Software, Big Data
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2007
Executive Certificate, Management Strategy and Innovation
Boston University Questrom School of Business 1995 — 1997
MBA, Management, Honors
Visvesvaraya National Institute of Technology 1986 — 1990
BE, Mechanical, Merit Student (Top 5% of the class)
Kendriya Vidyalaya 1978 — 1986
Google May 2015 - Present
HGST, a Western Digital company October 2013 - May 2015
Virident Systems October 2007 - September 2013
Putnam Investments August 2001 - September 2007
Coola Inc August 1999 - August 2001
Keane Inc August 1994 - June 2000
ICIM, Sequoia Systems April 1992 - July 1994
Sequoia Systems, Inc. 1992 - 1994
Tata Motors June 1990 - March 1992
Skills
Leadership, Cross-functional Team..., Product Management, Start-ups, Databases, Mobile Devices, Strategy, Entrepreneurship, Business Development, Management, Program Management, Product Development, Business Process, Operating Systems, Software Development, Wireless, Storage, SSD, Product Marketing, Integration, System Architecture, Go-to-market Strategy, Business Intelligence, Architecture, Vendor Management, Strategic Partnerships, Architectures, Analytics, Software Design, Team Mentoring, Pre-sales, Lateral Thinking, Friendly Personality, Persuasive Speaker, Energetic Leader, Can Do Approach, Systematic Approach, Distributed Systems, Enterprise Software, Big Data
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2007
Executive Certificate, Management Strategy and Innovation
Boston University Questrom School of Business 1995 — 1997
MBA, Management, Honors
Visvesvaraya National Institute of Technology 1986 — 1990
BE, Mechanical, Merit Student (Top 5% of the class)
Kendriya Vidyalaya 1978 — 1986
Kayla Perro, MBA's Putnam Investments Experience December 2007 - November 2009
Job Marketing Program Manager at Staples
Industry Marketing and Advertising
Experience
Staples May 2014 - Present
Staples May 2013 - May 2014
Staples September 2011 - May 2013
Staples November 2009 - September 2011
Putnam Investments December 2007 - November 2009
Skills
Project Management, Cross-functional Team..., Integrated Marketing, Sales, Competitive Analysis, Retail, Email Marketing, Digital Marketing, SEO, Strategic Planning, Team-oriented, Motivated self-starter, Marketing Strategy, Online Marketing, Distribution Deals, Budgets, Creative Briefs, Management, Online Advertising, Omniture, WebTrends Analytics, Problem Solving, Marketing Communications, User Experience, APIs, Vendor Relationships, E-commerce, Marketing
Education
Nichols College 2010 — 2012
Master of Business Administration (M.B.A.), Marketing, 3.9
Bridgewater State University 2005 — 2009
Bachelor's Degree, Business Administration and Management, General
Staples May 2014 - Present
Staples May 2013 - May 2014
Staples September 2011 - May 2013
Staples November 2009 - September 2011
Putnam Investments December 2007 - November 2009
Skills
Project Management, Cross-functional Team..., Integrated Marketing, Sales, Competitive Analysis, Retail, Email Marketing, Digital Marketing, SEO, Strategic Planning, Team-oriented, Motivated self-starter, Marketing Strategy, Online Marketing, Distribution Deals, Budgets, Creative Briefs, Management, Online Advertising, Omniture, WebTrends Analytics, Problem Solving, Marketing Communications, User Experience, APIs, Vendor Relationships, E-commerce, Marketing
Education
Nichols College 2010 — 2012
Master of Business Administration (M.B.A.), Marketing, 3.9
Bridgewater State University 2005 — 2009
Bachelor's Degree, Business Administration and Management, General
Jana Wolfova Jana Wolfova's Putnam Investments Experience July 2000 - August 2004
Job Research Associate at Wellington Management
Industry Investment Management
Experience
WELLINGTON MANAGEMENT COMPANY July 2005 - Present
Putnam Investments July 2000 - August 2004
Putnam Investments January 2000 - July 2004
Human Resources October 1998 - July 2000
TECHNOLOGY CENTER October 1997 - July 1998
Skills
Asset Management, Financial Modeling, Investments
Education
Brandeis International Business School 2006 — 2009
MSF, Finance
Brandeis International Business School
Master of Science, Finance
Wellesley College
BA, Economics and Psychology
Wellesley College, Brandeis University
WELLINGTON MANAGEMENT COMPANY July 2005 - Present
Putnam Investments July 2000 - August 2004
Putnam Investments January 2000 - July 2004
Human Resources October 1998 - July 2000
TECHNOLOGY CENTER October 1997 - July 1998
Skills
Asset Management, Financial Modeling, Investments
Education
Brandeis International Business School 2006 — 2009
MSF, Finance
Brandeis International Business School
Master of Science, Finance
Wellesley College
BA, Economics and Psychology
Wellesley College, Brandeis University
Andre Baynes Andre Baynes's Putnam Investments Experience 1995 - 1997
Job Senior Legal Counsel at Fidelity Investments
Industry Legal Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments 2010 - January 2014
Fidelity Investments 2006 - 2010
Fidelity Investments 2003 - 2006
Fidelity Investments 2001 - 2003
OneCore Financial Services 2000 - 2001
MFS Investment Management 1997 - 2000
Putnam Investments 1995 - 1997
Gruntal & Company 1991 - 1994
Skills
ERISA, Financial Services, IRAs, Contract Negotiation, Retirement Planning, Finance, Retirement, Qualified Retirement..., Legal Advice, Public Speaking, 401k, Traditional IRA, Non-Qualified Deferred..., Mutual Funds, Securities, Roth IRA, SEP IRA, 409A, Client Issue Resolution, Regulatory Analysis, Legislative Issues, State & Federal Laws, ETFs, DOL, IRS, Simple IRA, Internal Revenue Code, Defined Contribution, Employee Benefits, Client Training, Insurance, 1940 Act, SEC
Education
Suffolk University Law School 2003 — 2007
J.D, Law
Boston University Questrom School of Business 2000 — 2003
MBA, Business Administration
Tufts University 1987 — 1991
Bachelor of Science, Psychology
Ramapo Senior High School 1983 — 1987
Fidelity Investments January 2014 - Present
Fidelity Investments 2010 - January 2014
Fidelity Investments 2006 - 2010
Fidelity Investments 2003 - 2006
Fidelity Investments 2001 - 2003
OneCore Financial Services 2000 - 2001
MFS Investment Management 1997 - 2000
Putnam Investments 1995 - 1997
Gruntal & Company 1991 - 1994
Skills
ERISA, Financial Services, IRAs, Contract Negotiation, Retirement Planning, Finance, Retirement, Qualified Retirement..., Legal Advice, Public Speaking, 401k, Traditional IRA, Non-Qualified Deferred..., Mutual Funds, Securities, Roth IRA, SEP IRA, 409A, Client Issue Resolution, Regulatory Analysis, Legislative Issues, State & Federal Laws, ETFs, DOL, IRS, Simple IRA, Internal Revenue Code, Defined Contribution, Employee Benefits, Client Training, Insurance, 1940 Act, SEC
Education
Suffolk University Law School 2003 — 2007
J.D, Law
Boston University Questrom School of Business 2000 — 2003
MBA, Business Administration
Tufts University 1987 — 1991
Bachelor of Science, Psychology
Ramapo Senior High School 1983 — 1987
Elaine Sullivan's Putnam Investments Experience 1991 - September 2012
Job Director of Retail Marketing
Industry Financial Services
Experience
Eaton Vance September 2012 - Present
Putnam Investments 1991 - September 2012
Citizens Investment Services July 1994 - July 1995
Colonial Investments April 1993 - June 1994
Education
Brandeis University 1984 — 1988
Bachelor of Arts, English Literature and American Studies
Eaton Vance September 2012 - Present
Putnam Investments 1991 - September 2012
Citizens Investment Services July 1994 - July 1995
Colonial Investments April 1993 - June 1994
Education
Brandeis University 1984 — 1988
Bachelor of Arts, English Literature and American Studies
Rob Masabny's Putnam Investments Experience 1993 - 1997
Job Senior Collections Manager at HubSpot
Industry Marketing and Advertising
Experience
HubSpot April 2013 - Present
HubSpot January 2011 - April 2013
Verizon Wireless June 2010 - December 2010
The Mortgage Group August 2007 - March 2010
United Prestige Mortgage October 2006 - 2008
United Prestige Mortgage March 2004 - September 2006
Fidelity Investments 1997 - 2002
Putnam Investments 1993 - 1997
Skills
Strategic Negotiations, Leadership, Negotiation, Social Media, Account Management, Competitive Analysis, Social Media Marketing, Online Marketing, Marketing, SEO, Customer Service, Customer Relations, Salesforce.com, Customer Satisfaction, Email Marketing, Web Analytics, NetSuite, Sales Management, Social Networking, Lead Generation, Customer Retention, SaaS, Inbound Marketing, Google Analytics, E-commerce, Marketing Communications, Microsoft Office, MS Office Suite, Written Skills, Consultative Selling
Education
Inbound Marketing University 2009 — 2009
Certificate Program, SEO, SEM, Blogs, Email, Social Media
New York University 2009 — 2009
Certificate, Digital Media Marketing
Boston University Questrom School of Business 1994 — 1998
MBA, Business Management
North Adams State College (MCLA) 1989 — 1993
BA, Philosophy
North Adams State College (MCLA) 1989 — 1993
BS, Business Administration
HubSpot April 2013 - Present
HubSpot January 2011 - April 2013
Verizon Wireless June 2010 - December 2010
The Mortgage Group August 2007 - March 2010
United Prestige Mortgage October 2006 - 2008
United Prestige Mortgage March 2004 - September 2006
Fidelity Investments 1997 - 2002
Putnam Investments 1993 - 1997
Skills
Strategic Negotiations, Leadership, Negotiation, Social Media, Account Management, Competitive Analysis, Social Media Marketing, Online Marketing, Marketing, SEO, Customer Service, Customer Relations, Salesforce.com, Customer Satisfaction, Email Marketing, Web Analytics, NetSuite, Sales Management, Social Networking, Lead Generation, Customer Retention, SaaS, Inbound Marketing, Google Analytics, E-commerce, Marketing Communications, Microsoft Office, MS Office Suite, Written Skills, Consultative Selling
Education
Inbound Marketing University 2009 — 2009
Certificate Program, SEO, SEM, Blogs, Email, Social Media
New York University 2009 — 2009
Certificate, Digital Media Marketing
Boston University Questrom School of Business 1994 — 1998
MBA, Business Management
North Adams State College (MCLA) 1989 — 1993
BA, Philosophy
North Adams State College (MCLA) 1989 — 1993
BS, Business Administration
Donna Saati Donna Saati's Putnam Investments Experience February 2000 - June 2001
Job Regulatory ComplianceBanking
Industry Law Practice
Experience
Enterprise Bank (Enterprise Bancorp) August 2014 - Present
Bankers Advisory - a CliftonLarsonAllen LLP Affiliate May 2012 - June 2014
The Najjar Employment Law Group, PC December 2011 - April 2012
Foley Hoag LLP via Beacon Hill Staffing April 2011 - November 2011
McDermott Will & Emery via Counsel on Call January 2011 - February 2011
NYL RPS August 2005 - August 2009
MA House of Representatives February 2002 - August 2005
Massachusetts Extended Care Federation September 2001 - February 2002
Putnam Investments February 2000 - June 2001
Skills
Nonprofits, ERISA, Legal Writing, Research, Defined Contribution, Legislative Relations, Securities Regulation, Employee Benefits, Government, Litigation, Legal Research, Mutual Funds, Legislation, Corporate Law, Corporate Governance, Legal Compliance, Privacy Law, Administrative Law, Banking Law
Education
Boston University School of Law 2009 — 2010
LL.M, Banking and Financial Law
New England School of Law 2003 — 2007
Juris Doctor, Banking, Corporate, Finance, and Securities Law
University of Massachusetts at Lowell 1997 — 2001
Bachelor of Arts, Political Science
Enterprise Bank (Enterprise Bancorp) August 2014 - Present
Bankers Advisory - a CliftonLarsonAllen LLP Affiliate May 2012 - June 2014
The Najjar Employment Law Group, PC December 2011 - April 2012
Foley Hoag LLP via Beacon Hill Staffing April 2011 - November 2011
McDermott Will & Emery via Counsel on Call January 2011 - February 2011
NYL RPS August 2005 - August 2009
MA House of Representatives February 2002 - August 2005
Massachusetts Extended Care Federation September 2001 - February 2002
Putnam Investments February 2000 - June 2001
Skills
Nonprofits, ERISA, Legal Writing, Research, Defined Contribution, Legislative Relations, Securities Regulation, Employee Benefits, Government, Litigation, Legal Research, Mutual Funds, Legislation, Corporate Law, Corporate Governance, Legal Compliance, Privacy Law, Administrative Law, Banking Law
Education
Boston University School of Law 2009 — 2010
LL.M, Banking and Financial Law
New England School of Law 2003 — 2007
Juris Doctor, Banking, Corporate, Finance, and Securities Law
University of Massachusetts at Lowell 1997 — 2001
Bachelor of Arts, Political Science
David Bournival, MBA, AAMS®, AWMA® David Bournival, MBA, AAMS®, AWMA®'s Putnam Investments Experience January 1997 - July 1999
Job Senior Financial Services Representative, Princor Registered Representative, Investment Adviser Representative
Industry Financial Services
Experience
Principal Financial Group October 2010 - Present
RBC Wealth Management March 2003 - October 2010
National Quality Review July 2000 - March 2003
Grantham, Mayo, Van Otterloo and Co. November 1999 - January 2000
Putnam Investments January 1997 - July 1999
Bournival Chevrolet-Mazda June 1987 - August 1996
Skills
Asset Allocation, 401 (k), 403 (b), SEP &..., Annuities (Variable &..., Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Estate Palnning, Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6, 7, 63, 66..., Spilt Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance
Education
The Boston Institute of Finance 2007 — 2008
CFP® certification education., Financial Planning
Boston University Questrom School of Business 1997 — 2000
MBA, Investment Management
Merrimack College 1981 — 1985
BS, Management
Austin Preparatory School 1978 — 1981
The Pike School 1976 — 1978
Principal Financial Group October 2010 - Present
RBC Wealth Management March 2003 - October 2010
National Quality Review July 2000 - March 2003
Grantham, Mayo, Van Otterloo and Co. November 1999 - January 2000
Putnam Investments January 1997 - July 1999
Bournival Chevrolet-Mazda June 1987 - August 1996
Skills
Asset Allocation, 401 (k), 403 (b), SEP &..., Annuities (Variable &..., Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Estate Palnning, Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6, 7, 63, 66..., Spilt Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance
Education
The Boston Institute of Finance 2007 — 2008
CFP® certification education., Financial Planning
Boston University Questrom School of Business 1997 — 2000
MBA, Investment Management
Merrimack College 1981 — 1985
BS, Management
Austin Preparatory School 1978 — 1981
The Pike School 1976 — 1978
Erin Defoyd's Putnam Investments Experience June 2002 - January 2005
Job Director of When Women Thrive
Industry Marketing and Advertising
Experience
Mercer March 2015 - Present
Mercer May 2012 - March 2015
Mercer January 2005 - May 2012
Putnam Investments June 2002 - January 2005
Skills
Integrated Marketing, Leadership, Marketing, Program Management, Marketing Communications
Education
Brandeis University 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Mercer March 2015 - Present
Mercer May 2012 - March 2015
Mercer January 2005 - May 2012
Putnam Investments June 2002 - January 2005
Skills
Integrated Marketing, Leadership, Marketing, Program Management, Marketing Communications
Education
Brandeis University 1998 — 2002
Bachelor of Arts (B.A.), Political Science and Government
Tom Pfeifle's Putnam Investments Experience 1997 - 2004
Job Regulatory Support Manager at Mercer
Industry Legal Services
Experience
Mercer November 1997 - Present
Putnam Investments 1997 - 2004
Maule-McNally & Pfeifle January 1993 - January 1997
Rich, May, Bilodeau & Flaherty, PC January 1987 - January 1993
Skills
401k, Retirement, Financial Services, PeopleSoft, Relationship Management, Asset Management, Mutual Funds, Defined Benefit, Employee Benefits, Benefits Administration, Retirement Planning, Insurance, Human Resources, Pensions, Investments, Series 63, Securities, Deferred Compensation
Education
Boston University School of Law 1984 — 1987
Juris Doctor, Taxation
The University of North Dakota 1979 — 1983
BA, Accounting
Bismarck High School
Mercer November 1997 - Present
Putnam Investments 1997 - 2004
Maule-McNally & Pfeifle January 1993 - January 1997
Rich, May, Bilodeau & Flaherty, PC January 1987 - January 1993
Skills
401k, Retirement, Financial Services, PeopleSoft, Relationship Management, Asset Management, Mutual Funds, Defined Benefit, Employee Benefits, Benefits Administration, Retirement Planning, Insurance, Human Resources, Pensions, Investments, Series 63, Securities, Deferred Compensation
Education
Boston University School of Law 1984 — 1987
Juris Doctor, Taxation
The University of North Dakota 1979 — 1983
BA, Accounting
Bismarck High School
Joshua Corriveau's Putnam Investments Experience September 2007 - November 2008
Job Staff Sergeant (E5) at United States Air Force
Industry Defense & Space
Experience
United States Air Force February 2010 - Present
Lahey Clinic Hospital December 2008 - January 2010
Putnam Investments September 2007 - November 2008
Gap Inc./Old Navy June 2003 - November 2007
Skills
Team Building, Leadership, Customer Service, Microsoft Office, Security Clearance, Process Improvement, DoD, Military
Education
Brandman University, Part of the Chapman University System 2015 — 2017
Master of Arts (M.A.), Organizational Leadership
Brandman University 2011 — 2014
Bachelor of Arts (BA), Organizational Leadership
Community College of the Air Force 2010 — 2014
Associate of Applied Science, Aerospace Maintenance Technology
United States Air Force February 2010 - Present
Lahey Clinic Hospital December 2008 - January 2010
Putnam Investments September 2007 - November 2008
Gap Inc./Old Navy June 2003 - November 2007
Skills
Team Building, Leadership, Customer Service, Microsoft Office, Security Clearance, Process Improvement, DoD, Military
Education
Brandman University, Part of the Chapman University System 2015 — 2017
Master of Arts (M.A.), Organizational Leadership
Brandman University 2011 — 2014
Bachelor of Arts (BA), Organizational Leadership
Community College of the Air Force 2010 — 2014
Associate of Applied Science, Aerospace Maintenance Technology
Amanda L. Foulds's Putnam Investments Experience September 2006 - April 2007
Job Enthusiastic administrative professional seeking opportunities in a fastpaced, creative environment
Industry Higher Education
Experience
Legoland Discovery Center Boston May 2014 - Present
Social Media, Marketing, Data Entry April 2014 - Present
Reading Community Television April 1998 - Present
Circles August 2012 - January 2014
Arbour Counseling Services April 2011 - December 2011
EF Educational Tours December 2007 - March 2010
Berklee College of Music October 2007 - December 2007
Simmons College April 2007 - October 2007
Putnam Investments September 2006 - April 2007
Bridgewater State College, Admissions Department January 2005 - May 2006
Skills
Social Media, Newsletters, Leadership, Research, Data Entry, Constant Contact, Higher Education, Email Marketing, Marketing, Editing, Microsoft Office, Volunteer Management, Nonprofits, Final Cut Pro, PC, Mac OS, Blogging, Raiser's Edge, Sales Support, Project Planning, HTML, HIPAA, Writing, Event Planning, Higher Education..., Public Access Televison, Software QA and User..., CRM, Facebook, Facebook Fan Page..., Twitter, Google Docs, Google Analytics, Pivot Tables
Education
Bridgewater State College 2002 — 2006
BA, Sociology
Reading Memorial High School 1998 — 2002
High School Diploma
Legoland Discovery Center Boston May 2014 - Present
Social Media, Marketing, Data Entry April 2014 - Present
Reading Community Television April 1998 - Present
Circles August 2012 - January 2014
Arbour Counseling Services April 2011 - December 2011
EF Educational Tours December 2007 - March 2010
Berklee College of Music October 2007 - December 2007
Simmons College April 2007 - October 2007
Putnam Investments September 2006 - April 2007
Bridgewater State College, Admissions Department January 2005 - May 2006
Skills
Social Media, Newsletters, Leadership, Research, Data Entry, Constant Contact, Higher Education, Email Marketing, Marketing, Editing, Microsoft Office, Volunteer Management, Nonprofits, Final Cut Pro, PC, Mac OS, Blogging, Raiser's Edge, Sales Support, Project Planning, HTML, HIPAA, Writing, Event Planning, Higher Education..., Public Access Televison, Software QA and User..., CRM, Facebook, Facebook Fan Page..., Twitter, Google Docs, Google Analytics, Pivot Tables
Education
Bridgewater State College 2002 — 2006
BA, Sociology
Reading Memorial High School 1998 — 2002
High School Diploma
Andrew Labrecque's Putnam Investments Experience December 2007 - March 2009
Job
Industry Financial Services
Experience
Putnam Investments December 2007 - March 2009
Education
Bridgewater State College 2008 — 2012
Bachelors Degree, Business Administration-Finance
Putnam Investments December 2007 - March 2009
Education
Bridgewater State College 2008 — 2012
Bachelors Degree, Business Administration-Finance
Sonia Sharigian's Putnam Investments Experience November 2004 - May 2007
Job Senior Product Manager, Cogent Reports at Market Strategies
Industry Marketing and Advertising
Experience
Market Strategies January 2011 - Present
Staples September 2010 - January 2011
Communispace June 2007 - November 2009
Putnam Investments November 2004 - May 2007
American Diabetes Association January 2006 - December 2006
Putnam Investments August 2003 - October 2004
Community Newspaper Company May 2001 - August 2003
Skills
Qualitative Research, Quantitative Research, Marketing, Brand Management, Social Media, Customer Insight, Market Research, Syndicated Research, Project Management, Brand Equity, Brand Loyalty, Competitive Intelligence, Public Relations, Journalism, Corporate Social..., Online Marketing, Press Releases, Marketing Research, Integrated Marketing
Education
Boston University Questrom School of Business 2006 — 2009
MBA
Simmons College 1997 — 2001
BA
Market Strategies January 2011 - Present
Staples September 2010 - January 2011
Communispace June 2007 - November 2009
Putnam Investments November 2004 - May 2007
American Diabetes Association January 2006 - December 2006
Putnam Investments August 2003 - October 2004
Community Newspaper Company May 2001 - August 2003
Skills
Qualitative Research, Quantitative Research, Marketing, Brand Management, Social Media, Customer Insight, Market Research, Syndicated Research, Project Management, Brand Equity, Brand Loyalty, Competitive Intelligence, Public Relations, Journalism, Corporate Social..., Online Marketing, Press Releases, Marketing Research, Integrated Marketing
Education
Boston University Questrom School of Business 2006 — 2009
MBA
Simmons College 1997 — 2001
BA
Eric Bullock, ChFEBC ℠ Eric Bullock, ChFEBC ℠'s Putnam Investments Experience August 2000 - February 2004
Job Partner at Altus Retirement Services LLC.
Industry Financial Services
Experience
Altus Retirement Services LLC. March 2006 - Present
Fidelity Investments February 2004 - August 2005
The Chase Manhattan Bank August 2004 - November 2004
Putnam Investments August 2000 - February 2004
Skills
Business Analysis, Investments, Asset Managment, Fixed Annuities, Insurance, Process Improvement, Federal Benefits, Military Benefits, US Postal Service..., Mutual Funds, Finance, Retirement Planning, Leadership
Education
Bridgewater State University 2004 — 2004
None, Managerial Finance
Utah State University 2001 — 2004
Economics, Finance
Utah Valley University 1996 — 1997
Generals
Altus Retirement Services LLC. March 2006 - Present
Fidelity Investments February 2004 - August 2005
The Chase Manhattan Bank August 2004 - November 2004
Putnam Investments August 2000 - February 2004
Skills
Business Analysis, Investments, Asset Managment, Fixed Annuities, Insurance, Process Improvement, Federal Benefits, Military Benefits, US Postal Service..., Mutual Funds, Finance, Retirement Planning, Leadership
Education
Bridgewater State University 2004 — 2004
None, Managerial Finance
Utah State University 2001 — 2004
Economics, Finance
Utah Valley University 1996 — 1997
Generals
John Canders John Canders's Putnam Investments Experience 1998 - 1998
Job Vice President Special Assets at Bangor Savings Bank
Industry Law Practice
Experience
Bangor Savings Bank April 2015 - Present
Eaton Peabody August 2004 - April 2015
Sprague Energy December 1998 - August 2004
Putnam Investments 1998 - 1998
State of Maine, Office of the Governor 1996 - 1998
Skills
Leases, Investment Properties, Conservation Easements, Real Estate, Land Use, Litigation, Easements, Courts, Foreclosures, Economic Development, Mergers, Legal Writing, Civil Litigation, Mediation, Legal Research, Commercial Litigation, Mergers & Acquisitions
Education
Suffolk University Law School 2000 — 2004
J.D., Law
Bowdoin College 1992 — 1996
B.A., Economics
Bangor Savings Bank April 2015 - Present
Eaton Peabody August 2004 - April 2015
Sprague Energy December 1998 - August 2004
Putnam Investments 1998 - 1998
State of Maine, Office of the Governor 1996 - 1998
Skills
Leases, Investment Properties, Conservation Easements, Real Estate, Land Use, Litigation, Easements, Courts, Foreclosures, Economic Development, Mergers, Legal Writing, Civil Litigation, Mediation, Legal Research, Commercial Litigation, Mergers & Acquisitions
Education
Suffolk University Law School 2000 — 2004
J.D., Law
Bowdoin College 1992 — 1996
B.A., Economics
Stephen Dacosta Jr.'s Putnam Investments Experience 2003 - 2006
Job Regional Human Resources Generalist
Industry Retail
Experience
TJX Companies July 2008 - Present
MEDITECH February 2008 - June 2008
Christmas Tree Shops December 2007 - February 2008
Accountemps June 2006 - January 2007
Putnam Investments 2003 - 2006
Whitehall Jewellers 2002 - 2005
Skills
Employee Relations, Interviewing, Talent Acquisition, Recruitment/Retention, Hiring, Coaching, Talent Management, Performance Management, Full-cycle Recruiting, HRIS, Cold Calling, Sourcing, Word, Team Building, Applicant Tracking..., Customer Service, Microsoft Office, Recruiting, Succession Planning, Internet Recruiting, Human Resources, Staffing Services, Leadership Development, Negotiation, Personnel Management, Temporary Placement
Education
Bridgewater State University 2001 — 2005
Bachelors, Management Science HR Concentration
TJX Companies July 2008 - Present
MEDITECH February 2008 - June 2008
Christmas Tree Shops December 2007 - February 2008
Accountemps June 2006 - January 2007
Putnam Investments 2003 - 2006
Whitehall Jewellers 2002 - 2005
Skills
Employee Relations, Interviewing, Talent Acquisition, Recruitment/Retention, Hiring, Coaching, Talent Management, Performance Management, Full-cycle Recruiting, HRIS, Cold Calling, Sourcing, Word, Team Building, Applicant Tracking..., Customer Service, Microsoft Office, Recruiting, Succession Planning, Internet Recruiting, Human Resources, Staffing Services, Leadership Development, Negotiation, Personnel Management, Temporary Placement
Education
Bridgewater State University 2001 — 2005
Bachelors, Management Science HR Concentration
Rick Taussig's Putnam Investments Experience July 2005 - June 2007
Job Sales Director at Wall Street Horizon
Industry Financial Services
Experience
Wall Street Horizon June 2015 - Present
Roubini Global Economics June 2014 - June 2015
Ned Davis Research, Inc. January 2012 - June 2014
Congress Asset Management August 2007 - January 2012
Putnam Investments July 2005 - June 2007
Morgan Stanley August 2004 - December 2004
Skills
Relationship Management, Sales Operations, Mutual Funds, Sales, CRM, Marketing, Salesforce.com, Business Development, Alternative Investments, Investments
Education
Boston University Questrom School of Business 2008 — 2009
COMMUNITY VOLUNTEER Boston Partners in Education 2007 — 2009
Hobart and William Smith Colleges 2000 — 2004
Exeter High School 1996 — 2000
Wall Street Horizon June 2015 - Present
Roubini Global Economics June 2014 - June 2015
Ned Davis Research, Inc. January 2012 - June 2014
Congress Asset Management August 2007 - January 2012
Putnam Investments July 2005 - June 2007
Morgan Stanley August 2004 - December 2004
Skills
Relationship Management, Sales Operations, Mutual Funds, Sales, CRM, Marketing, Salesforce.com, Business Development, Alternative Investments, Investments
Education
Boston University Questrom School of Business 2008 — 2009
COMMUNITY VOLUNTEER Boston Partners in Education 2007 — 2009
Hobart and William Smith Colleges 2000 — 2004
Exeter High School 1996 — 2000
Amy Zbinski's Putnam Investments Experience 2002 - 2006
Job Senior Fund Accountant at SS&C Technologies
Industry
Experience
SS&C Technologies April 2013 - Present
State Street January 2007 - April 2013
Putnam Investments 2002 - 2006
Skills
Mutual Funds, Financial Services, Bloomberg, Fund Accounting, Equities, Hedge Funds, Microsoft Excel, Securities
Education
Bridgewater State College 1999 — 2004
Business, Marketing
SS&C Technologies April 2013 - Present
State Street January 2007 - April 2013
Putnam Investments 2002 - 2006
Skills
Mutual Funds, Financial Services, Bloomberg, Fund Accounting, Equities, Hedge Funds, Microsoft Excel, Securities
Education
Bridgewater State College 1999 — 2004
Business, Marketing
Simon McKay Simon McKay's Putnam Investments Experience February 2005 - August 2008
Job VP, Product Director Global Multi Asset Strategies at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds May 2015 - Present
Horizons for Homeless Children 2010 - Present
Columbia Management November 2012 - May 2015
Columbia Management October 2010 - November 2012
Bain Capital May 2009 - August 2009
Putnam Investments February 2005 - August 2008
Putnam Investments June 2002 - February 2005
Skills
Series 7, Equities, Valuation, Investments, Equity Research, Mutual Funds, Hedge Funds, Alternative Investments, Investor Relations, Asset Management, Securities, Marketing, Portfolio Management, Private Equity, Analysis, Fixed Income, Data Analysis, Marketing Strategy, Strategy, Financial Modeling, Fundraising, Retirement, Financial Advisory, Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
MBA, General Management
Bowdoin College 1998 — 2002
AB, History, Economics Minor
St Mark's School 1995 — 1998
Fenn 1989 — 1994
OppenheimerFunds May 2015 - Present
Horizons for Homeless Children 2010 - Present
Columbia Management November 2012 - May 2015
Columbia Management October 2010 - November 2012
Bain Capital May 2009 - August 2009
Putnam Investments February 2005 - August 2008
Putnam Investments June 2002 - February 2005
Skills
Series 7, Equities, Valuation, Investments, Equity Research, Mutual Funds, Hedge Funds, Alternative Investments, Investor Relations, Asset Management, Securities, Marketing, Portfolio Management, Private Equity, Analysis, Fixed Income, Data Analysis, Marketing Strategy, Strategy, Financial Modeling, Fundraising, Retirement, Financial Advisory, Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
MBA, General Management
Bowdoin College 1998 — 2002
AB, History, Economics Minor
St Mark's School 1995 — 1998
Fenn 1989 — 1994
Stacey Zelno's Putnam Investments Experience June 2008 - July 2011
Job Investment Reporting Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management August 2011 - Present
Putnam Investments June 2008 - July 2011
VWR International July 2007 - August 2007
Eaton Vance June 2007 - August 2007
Jarvinian Venture Fund September 2006 - May 2007
Pala Casino Spa and Resort June 2005 - August 2005
Pala Casino Spa and Resort June 2005 - August 2005
Education
Boston University Questrom School of Business 2004 — 2008
B.S., Business Administration
Wellington Management August 2011 - Present
Putnam Investments June 2008 - July 2011
VWR International July 2007 - August 2007
Eaton Vance June 2007 - August 2007
Jarvinian Venture Fund September 2006 - May 2007
Pala Casino Spa and Resort June 2005 - August 2005
Pala Casino Spa and Resort June 2005 - August 2005
Education
Boston University Questrom School of Business 2004 — 2008
B.S., Business Administration
Michelle Desrosiers's Putnam Investments Experience August 1997 - February 2008
Job Business Intelligence Supervisor at Amica Mutual Insurance
Industry Insurance
Experience
Amica Mutual Insurance September 2014 - Present
Amica Mutual Insurance February 2013 - September 2014
Amica Mutual Insurance Co. November 2011 - February 2013
Amica Mutual Insurance February 2008 - November 2011
Putnam Investments August 1997 - February 2008
Skills
Data Warehousing, Microstrategy, Data Analysis, Access, Business Objects, SQL, ETL, DB2, Business Intelligence, Business Analysis, Systems Analysis
Education
Bridgewater State College 1995 — 2000
Bachelor of Science, Management Science
Amica Mutual Insurance September 2014 - Present
Amica Mutual Insurance February 2013 - September 2014
Amica Mutual Insurance Co. November 2011 - February 2013
Amica Mutual Insurance February 2008 - November 2011
Putnam Investments August 1997 - February 2008
Skills
Data Warehousing, Microstrategy, Data Analysis, Access, Business Objects, SQL, ETL, DB2, Business Intelligence, Business Analysis, Systems Analysis
Education
Bridgewater State College 1995 — 2000
Bachelor of Science, Management Science
Ashley Thibeault's Putnam Investments Experience December 2008 - April 2009
Job Executive Assistant at DigitasLBi_US
Industry Marketing and Advertising
Experience
DigitasLBi_US July 2014 - Present
DigitasLBi_US February 2012 - Present
Digitas September 2010 - February 2012
Greater Attleboro-Taunton Regional Transit Authority July 2009 - October 2010
Putnam Investments December 2008 - April 2009
Putnam Investments June 2008 - December 2008
Skills
Marketing, Advertising
Education
Bridgewater State University 2005 — 2009
B.S., General Management
DigitasLBi_US July 2014 - Present
DigitasLBi_US February 2012 - Present
Digitas September 2010 - February 2012
Greater Attleboro-Taunton Regional Transit Authority July 2009 - October 2010
Putnam Investments December 2008 - April 2009
Putnam Investments June 2008 - December 2008
Skills
Marketing, Advertising
Education
Bridgewater State University 2005 — 2009
B.S., General Management
Jessie Small Jessie Small's Putnam Investments Experience December 2012 - October 2013
Job Business Development Representative at EverTrue
Industry Primary/Secondary Education
Experience
EverTrue April 2014 - Present
EverTrue January 2014 - Present
Putnam Investments December 2012 - October 2013
Putnam Investments June 2012 - December 2012
EF Education First August 2011 - July 2012
Skills
Series 63, Series 6, Mutual Funds, Salesforce.com, Fixed Income, Equities, Alternative Investments, Asset Allocation, Event Planning, Social Media, Research
Education
Bowdoin College 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Episcopal Academy 2004 — 2007
The Baldwin School
EverTrue April 2014 - Present
EverTrue January 2014 - Present
Putnam Investments December 2012 - October 2013
Putnam Investments June 2012 - December 2012
EF Education First August 2011 - July 2012
Skills
Series 63, Series 6, Mutual Funds, Salesforce.com, Fixed Income, Equities, Alternative Investments, Asset Allocation, Event Planning, Social Media, Research
Education
Bowdoin College 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Episcopal Academy 2004 — 2007
The Baldwin School
Aimee Bonneau, CPA, MSA's Putnam Investments Experience December 2007 - August 2009
Job Instructor at Bridgewater State University
Industry Accounting
Experience
Bridgewater State University September 2015 - Present
Metro South Chamber of Commerce June 2015 - Present
R.C. Melville Construction, LLC December 2011 - Present
Cranberry Country Bogs, LLC December 2011 - Present
Girl Scouts of Eastern Massachusetts October 2004 - Present
Bay State College May 2015 - August 2015
Amichetti, DeLuca & Co., P.C. December 2010 - April 2015
Contracting Specialists, Inc. August 2009 - December 2010
Putnam Investments December 2007 - August 2009
Naval Postgraduate School October 2006 - May 2007
Skills
Payroll, Databases, Retail, Outlook, Fax, Accounting, QuickBooks, Microsoft Excel, Microsoft Word, Data Entry, Workshop Facilitation, Camping, Hiking, Rock Climbing, children's programming, Accounts Payable, Accounts Receivable, Personal Income Tax..., corporate tax returns, Training, Volunteering, Volunteer Training, Outdoors, Leadership
Education
Bridgewater State University 2011 — 2013
Master's degree, Accounting
Bridgewater State University 2004 — 2008
Bachelors, Accounting
Bridgewater State University September 2015 - Present
Metro South Chamber of Commerce June 2015 - Present
R.C. Melville Construction, LLC December 2011 - Present
Cranberry Country Bogs, LLC December 2011 - Present
Girl Scouts of Eastern Massachusetts October 2004 - Present
Bay State College May 2015 - August 2015
Amichetti, DeLuca & Co., P.C. December 2010 - April 2015
Contracting Specialists, Inc. August 2009 - December 2010
Putnam Investments December 2007 - August 2009
Naval Postgraduate School October 2006 - May 2007
Skills
Payroll, Databases, Retail, Outlook, Fax, Accounting, QuickBooks, Microsoft Excel, Microsoft Word, Data Entry, Workshop Facilitation, Camping, Hiking, Rock Climbing, children's programming, Accounts Payable, Accounts Receivable, Personal Income Tax..., corporate tax returns, Training, Volunteering, Volunteer Training, Outdoors, Leadership
Education
Bridgewater State University 2011 — 2013
Master's degree, Accounting
Bridgewater State University 2004 — 2008
Bachelors, Accounting
Bradford Charpentier's Putnam Investments Experience June 2008 - June 2009
Job Financial Analyst, Corvias Group
Industry Financial Services
Experience
Corvias Group December 2014 - Present
Siemens Healthcare Diagnostics March 2013 - November 2014
TJX July 2012 - March 2013
Siemens Healthcare Diagnostics June 2009 - June 2012
Putnam Investments June 2008 - June 2009
Skills
Financial Analysis, Microsoft Excel, Oracle Reports, SAP, Access, Forecasting, Outlook, Data Analysis, Financial Reporting, Competitive Analysis, PowerPoint, Business Analysis, Accounting, Process Improvement, Microsoft Word, Strategic Planning, Business Strategy, Financial Modeling, Project Management, Budget, Microsoft Office, Lotus Notes, Budgets, Finance, Business Planning, Sales, Auditing, Risk Management
Education
Endicott College 2010 — 2012
Master's Degree, Master of Business Administration
Bridgewater State College 2005 — 2009
Bachelor's Degree, Accounting & Finance
Corvias Group December 2014 - Present
Siemens Healthcare Diagnostics March 2013 - November 2014
TJX July 2012 - March 2013
Siemens Healthcare Diagnostics June 2009 - June 2012
Putnam Investments June 2008 - June 2009
Skills
Financial Analysis, Microsoft Excel, Oracle Reports, SAP, Access, Forecasting, Outlook, Data Analysis, Financial Reporting, Competitive Analysis, PowerPoint, Business Analysis, Accounting, Process Improvement, Microsoft Word, Strategic Planning, Business Strategy, Financial Modeling, Project Management, Budget, Microsoft Office, Lotus Notes, Budgets, Finance, Business Planning, Sales, Auditing, Risk Management
Education
Endicott College 2010 — 2012
Master's Degree, Master of Business Administration
Bridgewater State College 2005 — 2009
Bachelor's Degree, Accounting & Finance
Irina Kozorez Irina Kozorez's Putnam Investments Experience February 2009 - January 2010
Job
Industry Financial Services
Experience
Shyft Analytics October 2012 - Present
Genzyme January 2010 - October 2012
Putnam Investments February 2009 - January 2010
Putnam Investments June 2006 - February 2009
State Street September 2004 - June 2006
HarbourVest Partners 2003 - 2004
Wellington Management 2001 - 2003
Skills
Hyperion Planning, Hyperion Reports, Hyperion HFM, Essbase, Smartview, SQL
Education
Boston University - School of Management 2007 — 2010
MBA, Strategy
Northeastern University 1998 — 2003
BSBA, Finance/MIS
Shyft Analytics October 2012 - Present
Genzyme January 2010 - October 2012
Putnam Investments February 2009 - January 2010
Putnam Investments June 2006 - February 2009
State Street September 2004 - June 2006
HarbourVest Partners 2003 - 2004
Wellington Management 2001 - 2003
Skills
Hyperion Planning, Hyperion Reports, Hyperion HFM, Essbase, Smartview, SQL
Education
Boston University - School of Management 2007 — 2010
MBA, Strategy
Northeastern University 1998 — 2003
BSBA, Finance/MIS
Timothy Alexson's Putnam Investments Experience December 2007 - February 2009
Job Senior Accountant at Alta Communications
Industry Accounting
Experience
Alta Communications May 2010 - Present
Potomac Realty Capital February 2009 - June 2010
Putnam Investments December 2007 - February 2009
Skills
Investments, Accounting, Financial Analysis, Microsoft Office, Mutual Funds, Lotus Notes, Access, Process Improvement, 401k, Microsoft Excel, Financial Services, Outlook, Payroll
Education
Bridgewater State University 2004 — 2009
Bachelors, Accounting
Dighton-Rehoboth Regional High School 2000 — 2004
Alta Communications May 2010 - Present
Potomac Realty Capital February 2009 - June 2010
Putnam Investments December 2007 - February 2009
Skills
Investments, Accounting, Financial Analysis, Microsoft Office, Mutual Funds, Lotus Notes, Access, Process Improvement, 401k, Microsoft Excel, Financial Services, Outlook, Payroll
Education
Bridgewater State University 2004 — 2009
Bachelors, Accounting
Dighton-Rehoboth Regional High School 2000 — 2004
Meghan (Foley) Doyle Meghan (Foley) Doyle's Putnam Investments Experience 2003 - 2004
Job Division Manager, Beacon Hill Human Resources at Beacon Hill Staffing Group
Industry Staffing and Recruiting
Experience
Beacon Hill Staffing Group October 2004 - July 2010
Putnam Investments 2003 - 2004
Education
Bowdoin College 1997 — 2001
BA, English Literature
Beacon Hill Staffing Group October 2004 - July 2010
Putnam Investments 2003 - 2004
Education
Bowdoin College 1997 — 2001
BA, English Literature
Frederick Horton's Putnam Investments Experience December 1987 - November 1991
Job Managing Partner at Crayhill Capital Management, LP
Industry Investment Management
Experience
LyonRoss Capital Management, LLC July 2014 - February 2015
Strategos Capital Management. LLC June 2007 - May 2013
GSC Group March 2005 - February 2007
The TCW Group November 1993 - February 2005
Putnam Investments December 1987 - November 1991
Drexel Burnham Lambert October 1985 - November 1987
State Street Bank December 1983 - September 1985
Skills
Hedge Funds, Capital Markets, Management, Investments, Alternative Investments, Investment Banking, Asset Management, Fixed Income, Structured Finance, Portfolio Management, Private Equity, Securities, Financial Structuring, Structured Products, Risk Management, Funding, Banking
Education
Boston University Questrom School of Business 1981 — 1983
MBA, Finance
Brown University 1976 — 1980
AB, Environmental Studies
Portland High School 1973 — 1976
LyonRoss Capital Management, LLC July 2014 - February 2015
Strategos Capital Management. LLC June 2007 - May 2013
GSC Group March 2005 - February 2007
The TCW Group November 1993 - February 2005
Putnam Investments December 1987 - November 1991
Drexel Burnham Lambert October 1985 - November 1987
State Street Bank December 1983 - September 1985
Skills
Hedge Funds, Capital Markets, Management, Investments, Alternative Investments, Investment Banking, Asset Management, Fixed Income, Structured Finance, Portfolio Management, Private Equity, Securities, Financial Structuring, Structured Products, Risk Management, Funding, Banking
Education
Boston University Questrom School of Business 1981 — 1983
MBA, Finance
Brown University 1976 — 1980
AB, Environmental Studies
Portland High School 1973 — 1976
Scott Roman's Putnam Investments Experience 2003 - 2005
Job Vice President at Sherbrooke Capital
Industry Venture Capital & Private Equity
Experience
Ciao Bella Gelato August 2014 - Present
Boathouse Sports January 2008 - Present
Sherbrooke Capital July 2007 - Present
Booz Allen Hamilton 2006 - 2006
Putnam Investments 2003 - 2005
Lehman Brothers 2000 - 2002
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
MBA
Bowdoin College 1996 — 2000
BA
Ciao Bella Gelato August 2014 - Present
Boathouse Sports January 2008 - Present
Sherbrooke Capital July 2007 - Present
Booz Allen Hamilton 2006 - 2006
Putnam Investments 2003 - 2005
Lehman Brothers 2000 - 2002
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
MBA
Bowdoin College 1996 — 2000
BA
Stephen Gulick's Putnam Investments Experience May 2003 - January 2004
Job Bookkeeper/Staff Accountant
Industry Accounting
Experience
Aaron T. White, CPA PFS May 2013 - Present
EOS CCA October 2012 - April 2013
State Street May 2011 - November 2011
State Street April 2008 - May 2011
State Street June 2005 - April 2008
Investors Bank & Trust January 2004 - June 2005
Putnam Investments May 2003 - January 2004
Putnam Investments September 2001 - May 2003
Primix Inc. April 1998 - May 2001
Primix, Inc. December 1997 - April 1998
Skills
Fund Accounting, Alternative Investments, Risk Management, Portfolio Management, Finance, Mutual Funds, Analysis, Securities, Business Analysis, Accounting, Financial Services, Strategy, Private Equity, Management, Financial Risk, Financial Analysis
Education
Boston University - School of Management 2009 — 2010
Business Administration
Merrimack College 1986 — 1990
BS, Computer Science
Aaron T. White, CPA PFS May 2013 - Present
EOS CCA October 2012 - April 2013
State Street May 2011 - November 2011
State Street April 2008 - May 2011
State Street June 2005 - April 2008
Investors Bank & Trust January 2004 - June 2005
Putnam Investments May 2003 - January 2004
Putnam Investments September 2001 - May 2003
Primix Inc. April 1998 - May 2001
Primix, Inc. December 1997 - April 1998
Skills
Fund Accounting, Alternative Investments, Risk Management, Portfolio Management, Finance, Mutual Funds, Analysis, Securities, Business Analysis, Accounting, Financial Services, Strategy, Private Equity, Management, Financial Risk, Financial Analysis
Education
Boston University - School of Management 2009 — 2010
Business Administration
Merrimack College 1986 — 1990
BS, Computer Science
David Root's Putnam Investments Experience February 2005 - May 2006
Job Director Institutional Sales at Quartz Partners Investment Management
Industry Financial Services
Experience
Quartz Partners Investment Management February 2015 - Present
PageOne Financial June 2012 - February 2015
Direxion Funds January 2011 - July 2011
Direxion Shares January 2009 - January 2011
John Hancock Funds June 2006 - October 2008
Putnam Investments February 2005 - May 2006
Ameriprise Financial Services, Inc. February 2001 - February 2005
Skills
Morningstar, Zephyr, Bloomberg, Excel, ETFs, SMA Sales, Marketing, Business Development
Education
Brandeis University 1998 — 2002
BA, Econ
Cheshire Academy
Quartz Partners Investment Management February 2015 - Present
PageOne Financial June 2012 - February 2015
Direxion Funds January 2011 - July 2011
Direxion Shares January 2009 - January 2011
John Hancock Funds June 2006 - October 2008
Putnam Investments February 2005 - May 2006
Ameriprise Financial Services, Inc. February 2001 - February 2005
Skills
Morningstar, Zephyr, Bloomberg, Excel, ETFs, SMA Sales, Marketing, Business Development
Education
Brandeis University 1998 — 2002
BA, Econ
Cheshire Academy
Reyza Yawoga, CFA's Putnam Investments Experience 2010 - Present
Job Investment Product Resarch & Development
Industry Investment Management
Experience
Putnam Investments 2010 - Present
Putnam Investments 2006 - 2010
Interactive Data 2000 - 2006
Skills
Product Launches, Asset Management, Asset Managment, Product Launch, Competitive Analysis, Management, Cross-functional Team..., Strategy
Education
Boston University Questrom School of Business
Putnam Investments 2010 - Present
Putnam Investments 2006 - 2010
Interactive Data 2000 - 2006
Skills
Product Launches, Asset Management, Asset Managment, Product Launch, Competitive Analysis, Management, Cross-functional Team..., Strategy
Education
Boston University Questrom School of Business
Kevin Thomson's Putnam Investments Experience 1999 - 2005
Job Analyst at MFP Investors
Industry Investment Management
Experience
MFP Investors, LLC April 2008 - Present
033 Asset Management January 2005 - March 2008
Putnam Investments 1999 - 2005
Prudential Securities 1993 - 1997
Education
The Tuck School of Business at Dartmouth 1997 — 1999
MBA
Bowdoin College 1989 — 1993
MFP Investors, LLC April 2008 - Present
033 Asset Management January 2005 - March 2008
Putnam Investments 1999 - 2005
Prudential Securities 1993 - 1997
Education
The Tuck School of Business at Dartmouth 1997 — 1999
MBA
Bowdoin College 1989 — 1993
David Lilien's Putnam Investments Experience 1995 - 2002
Job Producer Manager at LTCI Partners
Industry Financial Services
Experience
LTCI Partners May 2012 - Present
LTCI Partners March 2012 - May 2012
USAA Financial 2006 - February 2012
USAA 2007 - 2012
Jackson National 2002 - 2004
Putnam Investments 1995 - 2002
Fortis Investments March 1988 - September 1995
Colonial Investors 1984 - 1988
Skills
Product Development, Fixed Annuities, Series 6, Life Insurance, Marketing Strategy, Series 63, Strategic Planning, Product Management, Business Planning, Insurance, Asset Allocation, Series 7, Financial Services, Strategic Financial..., Customer Retention, Training, Series 24, Retirement, Series 65, Retirement Planning, Marketing, Mutual Funds, Sales, Financial Planners
Education
Boston University - School of Management 1974 — 1978
Bachelor of Science, Business Administration
LTCI Partners May 2012 - Present
LTCI Partners March 2012 - May 2012
USAA Financial 2006 - February 2012
USAA 2007 - 2012
Jackson National 2002 - 2004
Putnam Investments 1995 - 2002
Fortis Investments March 1988 - September 1995
Colonial Investors 1984 - 1988
Skills
Product Development, Fixed Annuities, Series 6, Life Insurance, Marketing Strategy, Series 63, Strategic Planning, Product Management, Business Planning, Insurance, Asset Allocation, Series 7, Financial Services, Strategic Financial..., Customer Retention, Training, Series 24, Retirement, Series 65, Retirement Planning, Marketing, Mutual Funds, Sales, Financial Planners
Education
Boston University - School of Management 1974 — 1978
Bachelor of Science, Business Administration
Spencer Morgan, CFA's Putnam Investments Experience May 2013 - Present
Job Equity Analyst at Putnam Investments
Industry Investment Management
Experience
Putnam Investments May 2013 - Present
Putnam Investments February 2010 - May 2013
CH Boston Private Equity May 2009 - February 2010
Coburn and Meredith May 2008 - August 2008
Education
Boston University - School of Management 2005 — 2009
Bachelor of Science, Business Administration
Putnam Investments May 2013 - Present
Putnam Investments February 2010 - May 2013
CH Boston Private Equity May 2009 - February 2010
Coburn and Meredith May 2008 - August 2008
Education
Boston University - School of Management 2005 — 2009
Bachelor of Science, Business Administration
Jason Kritzer, CFA's Putnam Investments Experience February 1999 - June 2006
Job Vice President at Eaton Vance Corporation
Industry Investment Management
Experience
Eaton Vance May 2012 - Present
BlackRock, Inc. June 2006 - May 2012
Putnam Investments February 1999 - June 2006
Putnam Investments 1999 - 2006
Skills
Equity Research, Bloomberg, Equity Valuation, Equities, Mutual Funds, Investment Management
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Boston University - School of Management 1988 — 1992
BSBA, Finance
Eaton Vance May 2012 - Present
BlackRock, Inc. June 2006 - May 2012
Putnam Investments February 1999 - June 2006
Putnam Investments 1999 - 2006
Skills
Equity Research, Bloomberg, Equity Valuation, Equities, Mutual Funds, Investment Management
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Boston University - School of Management 1988 — 1992
BSBA, Finance
Jason Daniels's Putnam Investments Experience December 2012 - March 2015
Job Data Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management March 2015 - Present
Putnam Investments December 2012 - March 2015
Putnam Investments August 2007 - December 2012
Bank of New York Mellon September 2005 - August 2007
Skills
Fixed Income, VBA, Access, Excel, Bloomberg, Barclays Point, Vision, SQL, Data Analysis, Investments, Analytics, Microsoft Excel, Financial Analysis
Education
Brandeis International Business School 2010 — 2011
Masters of Science, Finance
University of Rhode Island 2000 — 2004
BS & BA, Economics & Psychology
Wellington Management March 2015 - Present
Putnam Investments December 2012 - March 2015
Putnam Investments August 2007 - December 2012
Bank of New York Mellon September 2005 - August 2007
Skills
Fixed Income, VBA, Access, Excel, Bloomberg, Barclays Point, Vision, SQL, Data Analysis, Investments, Analytics, Microsoft Excel, Financial Analysis
Education
Brandeis International Business School 2010 — 2011
Masters of Science, Finance
University of Rhode Island 2000 — 2004
BS & BA, Economics & Psychology
Amy Loughran-Dolan's Putnam Investments Experience October 1999 - April 2014
Job Director of Operations at Bitcoin Foundation
Industry Financial Services
Experience
Bitcoin Foundation April 2015 - Present
Atlantic Financial Asset Management - Boston Gulf Advisors Group April 2014 - Present
Putnam Investments October 1999 - April 2014
MHI Shipuilding May 1998 - September 1999
Massachusetts Heavy Industries 1994 - 1995
Skills
Administrative..., Leadership, Process Scheduler, Investments, Lotus Notes, Investment Management, PowerPoint, Bloomberg, Office Management, Administration, Administrative...
Education
Bridgewater State University 1995 — 1999
B.Sc., Political Science
Bitcoin Foundation April 2015 - Present
Atlantic Financial Asset Management - Boston Gulf Advisors Group April 2014 - Present
Putnam Investments October 1999 - April 2014
MHI Shipuilding May 1998 - September 1999
Massachusetts Heavy Industries 1994 - 1995
Skills
Administrative..., Leadership, Process Scheduler, Investments, Lotus Notes, Investment Management, PowerPoint, Bloomberg, Office Management, Administration, Administrative...
Education
Bridgewater State University 1995 — 1999
B.Sc., Political Science
Jon Sharkey's Putnam Investments Experience February 2002 - September 2006
Job Portfolio Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments September 2006 - Present
Putnam Investments February 2002 - September 2006
Cypress Tree Investments September 1999 - February 2002
Bank Boston August 1994 - September 1999
Bank of New England 1987 - 1992
Education
University of Notre Dame - Mendoza College of Business 1992 — 1994
MBA, Marketing and Finance
Bowdoin College 1983 — 1987
BA, Economics and Government
Pioneer Investments September 2006 - Present
Putnam Investments February 2002 - September 2006
Cypress Tree Investments September 1999 - February 2002
Bank Boston August 1994 - September 1999
Bank of New England 1987 - 1992
Education
University of Notre Dame - Mendoza College of Business 1992 — 1994
MBA, Marketing and Finance
Bowdoin College 1983 — 1987
BA, Economics and Government
Hilary (Snyder) O'Connor's Putnam Investments Experience 1999 - 2000
Job Product manager, digital media creator, experienced board member.
Industry Online Media
Experience
The River Valley Charter School July 2011 - June 2014
Mahalo.com August 2010 - March 2011
Apple, Inc. September 2009 - March 2010
Putnam Investments 1999 - 2000
State Street Corporation 1997 - 1999
JPMorgan Chase December 1991 - November 1997
Skills
Non-profit Leadership, Content Strategy, Strategic Planning, Financial Services, Management, Training, Social Media, Blogging, Fundraising, Event Planning, Web Content Creation
Education
Bowdoin College 1984 — 1988
B.A.
The University of Stirling 1986 — 1986
Foreign Semester
Holderness School 1980 — 1984
The River Valley Charter School July 2011 - June 2014
Mahalo.com August 2010 - March 2011
Apple, Inc. September 2009 - March 2010
Putnam Investments 1999 - 2000
State Street Corporation 1997 - 1999
JPMorgan Chase December 1991 - November 1997
Skills
Non-profit Leadership, Content Strategy, Strategic Planning, Financial Services, Management, Training, Social Media, Blogging, Fundraising, Event Planning, Web Content Creation
Education
Bowdoin College 1984 — 1988
B.A.
The University of Stirling 1986 — 1986
Foreign Semester
Holderness School 1980 — 1984
Matt Antle's Putnam Investments Experience May 2008 - Present
Job Fundamental Research Investment Analyst at Putnam Investments
Industry Investment Management
Experience
Putnam Investments May 2008 - Present
Fidelity Investments May 2007 - August 2007
Millipore May 2006 - August 2006
Education
Boston University - School of Management 2004 — 2008
3.97
Putnam Investments May 2008 - Present
Fidelity Investments May 2007 - August 2007
Millipore May 2006 - August 2006
Education
Boston University - School of Management 2004 — 2008
3.97
Christina Messuri's Putnam Investments Experience 2001 - 2006
Job Vendor Manager, Off Shore Operations, Sprint Pre Paid (Virgin Mobile USA)
Industry Wireless
Experience
Sprint (Pre Paid Group - Virgin Mobile USA) 2008 - Present
Helio, LLC November 2006 - March 2008
Putnam Investments 2001 - 2006
Skills
Vendor Management, Call Center, Cross-functional Team..., Customer Experience, Workforce Management, Call Centers, Account Management, Analysis, Analytics, BPO, Business Process, Business Process..., Call Center Development, Change Management, Contact Centers, Customer Retention, Customer Satisfaction, Leadership, Management, Mobile Devices, Operations Management, Outsourcing, Performance Management, Business Analysis, Business Development, CRM, E-commerce, Executive Management, Forecasting, P, Process Improvement, Product Management, Program Management, Project Management, Quality Assurance, Service Delivery, Start-ups, Strategic Partnerships, Strategy, Team Building, Team Leadership, Team Management, Telecommunications, Training, Wireless
Education
Suffolk University - Sawyer Business School 2004 — 2007
Masters, Business Administration: Marketing
Bridgewater State University 1997 — 2001
Bachelors, English
Sprint (Pre Paid Group - Virgin Mobile USA) 2008 - Present
Helio, LLC November 2006 - March 2008
Putnam Investments 2001 - 2006
Skills
Vendor Management, Call Center, Cross-functional Team..., Customer Experience, Workforce Management, Call Centers, Account Management, Analysis, Analytics, BPO, Business Process, Business Process..., Call Center Development, Change Management, Contact Centers, Customer Retention, Customer Satisfaction, Leadership, Management, Mobile Devices, Operations Management, Outsourcing, Performance Management, Business Analysis, Business Development, CRM, E-commerce, Executive Management, Forecasting, P, Process Improvement, Product Management, Program Management, Project Management, Quality Assurance, Service Delivery, Start-ups, Strategic Partnerships, Strategy, Team Building, Team Leadership, Team Management, Telecommunications, Training, Wireless
Education
Suffolk University - Sawyer Business School 2004 — 2007
Masters, Business Administration: Marketing
Bridgewater State University 1997 — 2001
Bachelors, English
Jennifer Waden's Putnam Investments Experience July 1997 - May 2001
Job Contractor at Ektron, Part of the new EPiServer
Industry Computer Software
Experience
Ektron, Part of the new EPiServer January 2014 - Present
TIBCO Software Inc. June 2013 - January 2015
TIBCO Software Inc. June 2010 - June 2013
IBM January 2010 - June 2010
IBM April 2008 - April 2010
Cognos October 2007 - April 2008
Applix, Inc May 2006 - October 2007
Digimarc May 2003 - May 2006
Wyeth May 2001 - May 2003
Putnam Investments July 1997 - May 2001
Skills
Management, Enterprise Software, Analytics, Business Intelligence, Cognos, SaaS, Business Analysis, Salesforce.com, Strategy, CRM
Education
Simmons College - Simmons School of Management 1999 — 2002
MBA, Business Administration
Boston University - School of Management 1993 — 1997
Bachelor of Business Administration (BBA), Finance, General
Ektron, Part of the new EPiServer January 2014 - Present
TIBCO Software Inc. June 2013 - January 2015
TIBCO Software Inc. June 2010 - June 2013
IBM January 2010 - June 2010
IBM April 2008 - April 2010
Cognos October 2007 - April 2008
Applix, Inc May 2006 - October 2007
Digimarc May 2003 - May 2006
Wyeth May 2001 - May 2003
Putnam Investments July 1997 - May 2001
Skills
Management, Enterprise Software, Analytics, Business Intelligence, Cognos, SaaS, Business Analysis, Salesforce.com, Strategy, CRM
Education
Simmons College - Simmons School of Management 1999 — 2002
MBA, Business Administration
Boston University - School of Management 1993 — 1997
Bachelor of Business Administration (BBA), Finance, General
Deborah Glickman's Putnam Investments Experience 1983 - 1987
Job Director of Operations and Finance at Understanding Our Differences
Industry Nonprofit Organization Management
Experience
Understanding Our Differences June 2011 - Present
Hotel and Home Recovery June 2006 - December 2008
D&B Software 1990 - 1992
Nielsen Company 1988 - 1990
Zacks Investment Research 1987 - 1988
Putnam Investments 1983 - 1987
Skills
Strategic Planning, Public Speaking, Team Building, Business Development, Community Outreach, Leadership, Nonprofits, Marketing, Event Planning, Program Management, Marketing Strategy, Social Media, Strategy, Volunteer Management, Budgets, Fundraising, Management, New Business Development, Process Improvement
Education
Boston University Questrom School of Business 1984 — 1987
MBA, Finance
Union College 1979 — 1983
BA, Economics & Computer Science
Understanding Our Differences June 2011 - Present
Hotel and Home Recovery June 2006 - December 2008
D&B Software 1990 - 1992
Nielsen Company 1988 - 1990
Zacks Investment Research 1987 - 1988
Putnam Investments 1983 - 1987
Skills
Strategic Planning, Public Speaking, Team Building, Business Development, Community Outreach, Leadership, Nonprofits, Marketing, Event Planning, Program Management, Marketing Strategy, Social Media, Strategy, Volunteer Management, Budgets, Fundraising, Management, New Business Development, Process Improvement
Education
Boston University Questrom School of Business 1984 — 1987
MBA, Finance
Union College 1979 — 1983
BA, Economics & Computer Science
Jim Galambos's Putnam Investments Experience 2006 - 2008
Job Risk Analyst
Industry Financial Services
Experience
State Street Corporation 2008 - Present
Putnam Investments 2006 - 2008
DST International 2003 - 2006
Askari (State Street Corporation) 2000 - 2003
Skills
Fixed Income, Requirements Analysis, Bloomberg, Portfolio Optimization, Financial Risk, Market Risk, Risk Management, SDLC, Derivatives, Hedge Funds, Quantitative Finance, Equities, Equity Derivatives, Credit Derivatives
Education
Boston University - School of Management
MBA
State University of New York College at Potsdam
BA, Physics
State Street Corporation 2008 - Present
Putnam Investments 2006 - 2008
DST International 2003 - 2006
Askari (State Street Corporation) 2000 - 2003
Skills
Fixed Income, Requirements Analysis, Bloomberg, Portfolio Optimization, Financial Risk, Market Risk, Risk Management, SDLC, Derivatives, Hedge Funds, Quantitative Finance, Equities, Equity Derivatives, Credit Derivatives
Education
Boston University - School of Management
MBA
State University of New York College at Potsdam
BA, Physics
Jim DiPetrillo, CFA's Putnam Investments Experience December 2011 - Present
Job Municipal Bond Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 2011 - Present
Boston University April 2008 - December 2011
Boston University January 2005 - March 2008
Investors Bank & Trust June 2000 - December 2004
Fleet Bank January 2000 - May 2000
Education
CFA Institute 2007 — 2010
Chartered Financial Analyst
Boston University Questrom School of Business 2005 — 2008
MBA, finance
Stonehill College 1996 — 2000
BS, Accounting
Johnston High School 1993 — 1996
HS Diploma
Putnam Investments December 2011 - Present
Boston University April 2008 - December 2011
Boston University January 2005 - March 2008
Investors Bank & Trust June 2000 - December 2004
Fleet Bank January 2000 - May 2000
Education
CFA Institute 2007 — 2010
Chartered Financial Analyst
Boston University Questrom School of Business 2005 — 2008
MBA, finance
Stonehill College 1996 — 2000
BS, Accounting
Johnston High School 1993 — 1996
HS Diploma
Salvatore Guerra, CFA's Putnam Investments Experience October 1995 - May 2005
Job SVP, Managing Director at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments May 2007 - Present
State Street Global Advisors 2006 - 2007
Putnam Investments October 1995 - May 2005
Education
Brandeis University 1986 — 1990
Fidelity Investments May 2007 - Present
State Street Global Advisors 2006 - 2007
Putnam Investments October 1995 - May 2005
Education
Brandeis University 1986 — 1990
Bilal Nasreddine's Putnam Investments Experience February 2006 - Present
Job Vice President at Putnam Investments
Industry Financial Services
Experience
Putnam Investments February 2006 - Present
Putnam Investments January 2002 - February 2006
Putnam Investments February 1998 - January 2002
Putnam Investments October 1995 - February 1998
Skills
Mutual Funds, Series 7, Series 65, Alternative Investments, Series 63, Financial Services, Trading, 401k, Retirement, Relationship Management, Investment Management, Strategy, Back Office, Banking, Private Equity, Mergers & Acquisitions, Hedge Funds, Finance, Fund Accounting, Securities, Equities, Financial Advisory, Fixed Income, Asset Management, ETFs, Asset Allocation, Series 24, Financial Risk, Investments, Separately Managed..., FINRA, Bloomberg, Wealth Management, Investment Strategies, Portfolio Management, Fund Of Funds
Education
Boston University Questrom School of Business 1985 — 1988
BA, Finance
Putnam Investments February 2006 - Present
Putnam Investments January 2002 - February 2006
Putnam Investments February 1998 - January 2002
Putnam Investments October 1995 - February 1998
Skills
Mutual Funds, Series 7, Series 65, Alternative Investments, Series 63, Financial Services, Trading, 401k, Retirement, Relationship Management, Investment Management, Strategy, Back Office, Banking, Private Equity, Mergers & Acquisitions, Hedge Funds, Finance, Fund Accounting, Securities, Equities, Financial Advisory, Fixed Income, Asset Management, ETFs, Asset Allocation, Series 24, Financial Risk, Investments, Separately Managed..., FINRA, Bloomberg, Wealth Management, Investment Strategies, Portfolio Management, Fund Of Funds
Education
Boston University Questrom School of Business 1985 — 1988
BA, Finance
Jarid Henley's Putnam Investments Experience June 2003 - June 2005
Job Associate at Tiger Group, LLC
Industry Banking
Experience
Tiger Group, LLC September 2013 - Present
Brown Brothers Harriman April 2010 - September 2013
Brown Brothers Harriman June 2009 - April 2010
Brown Brothers Harriman November 2006 - June 2009
State Street June 2005 - November 2006
Putnam Investments June 2003 - June 2005
Massachusetts State Representative Jeffrey Davis Perry January 2003 - June 2005
Skills
Bloomberg, Mutual Funds, Fixed Income, Fund Accounting, Derivatives, FX Options, Securities, Investments, Financial Modeling, ETFs, Corporate Actions, Risk Management, Banking, Bloomberg Terminal, Portfolio Management, Equities, Valuation, Financial Analysis, Financial Reporting, Presentations, Customer Service, Client Development, Hedge Funds, Wealth Management, Analysis, Bonds, Financial Services, Alternative Investments
Education
Boston University - School of Management 2010 — 2013
Master of Business Administration (MBA), Finance Concentration
Roger Williams University 1998 — 2002
Bachelor's in Finance, Minor: Economics, Concentration: Political Science, 3.6
John Cabot University 2001 — 2001
Finance, International Business
Tiger Group, LLC September 2013 - Present
Brown Brothers Harriman April 2010 - September 2013
Brown Brothers Harriman June 2009 - April 2010
Brown Brothers Harriman November 2006 - June 2009
State Street June 2005 - November 2006
Putnam Investments June 2003 - June 2005
Massachusetts State Representative Jeffrey Davis Perry January 2003 - June 2005
Skills
Bloomberg, Mutual Funds, Fixed Income, Fund Accounting, Derivatives, FX Options, Securities, Investments, Financial Modeling, ETFs, Corporate Actions, Risk Management, Banking, Bloomberg Terminal, Portfolio Management, Equities, Valuation, Financial Analysis, Financial Reporting, Presentations, Customer Service, Client Development, Hedge Funds, Wealth Management, Analysis, Bonds, Financial Services, Alternative Investments
Education
Boston University - School of Management 2010 — 2013
Master of Business Administration (MBA), Finance Concentration
Roger Williams University 1998 — 2002
Bachelor's in Finance, Minor: Economics, Concentration: Political Science, 3.6
John Cabot University 2001 — 2001
Finance, International Business
Charlie Pohl's Putnam Investments Experience January 1991 - 2001
Job Senior Vice President and Partner, Anchor Capital Advisors, LLC
Industry Investment Management
Experience
Anchor Capital Advisors LLC 2002 - Present
Putnam Investments January 1991 - 2001
Putnam Investments 1991 - 2001
Putnam Investments 1983 - 1991
Allen and Company 1983 - 1983
Skills
Asset Managment, Equities, Alternative Investments, Portfolio Management, Mutual Funds, Investment Management, Investments, Wealth Management, Financial Services, Asset Allocation, Asset Management, Bonds, Financial Structuring, Financial Risk, Analysis, Finance, Institutional..., Buy-side
Education
Bowdoin College 1979 — 1983
AB
Anchor Capital Advisors LLC 2002 - Present
Putnam Investments January 1991 - 2001
Putnam Investments 1991 - 2001
Putnam Investments 1983 - 1991
Allen and Company 1983 - 1983
Skills
Asset Managment, Equities, Alternative Investments, Portfolio Management, Mutual Funds, Investment Management, Investments, Wealth Management, Financial Services, Asset Allocation, Asset Management, Bonds, Financial Structuring, Financial Risk, Analysis, Finance, Institutional..., Buy-side
Education
Bowdoin College 1979 — 1983
AB
David M. Gaudet's Putnam Investments Experience December 2007 - June 2008
Job Officer State Street Global Markets
Industry Financial Services
Experience
State Street October 2013 - Present
State Street February 2013 - October 2013
State Street February 2009 - February 2013
Putnam Investments December 2007 - June 2008
Skills
Fund Accounting, ETFs, Corporate Actions, Bloomberg, Fixed Income, Equities, General Ledger, Microsoft Office, Business Development, Accounting, Investments, Access, Valuation, Mutual Funds, Securities, Microsoft Excel
Education
Boston University - School of Management
Master of Business Administration (M.B.A.)
University of Massachusetts Dartmouth
BS, Finance
State Street October 2013 - Present
State Street February 2013 - October 2013
State Street February 2009 - February 2013
Putnam Investments December 2007 - June 2008
Skills
Fund Accounting, ETFs, Corporate Actions, Bloomberg, Fixed Income, Equities, General Ledger, Microsoft Office, Business Development, Accounting, Investments, Access, Valuation, Mutual Funds, Securities, Microsoft Excel
Education
Boston University - School of Management
Master of Business Administration (M.B.A.)
University of Massachusetts Dartmouth
BS, Finance
Kaitlin Tracey's Putnam Investments Experience January 2004 - August 2004
Job Special Assistant Attorney General at State of Rhode Island Office of the Attorney General
Industry Law Practice
Experience
Rhode Island Department of the Attorney General 2009 - Present
RI Public Defender's Office June 2007 - August 2007
RI Dept of Business Regulation May 2006 - August 2006
State Street Bank August 2004 - August 2005
Putnam Investments January 2004 - August 2004
Education
Boston University School of Law 2005 — 2008
Brown University 2000 — 2003
BA Business Economics
University College Dublin 2002 — 2002
University of Massachusetts, Amherst 1999 — 2000
Saint R 1995 — 1999
Rhode Island Department of the Attorney General 2009 - Present
RI Public Defender's Office June 2007 - August 2007
RI Dept of Business Regulation May 2006 - August 2006
State Street Bank August 2004 - August 2005
Putnam Investments January 2004 - August 2004
Education
Boston University School of Law 2005 — 2008
Brown University 2000 — 2003
BA Business Economics
University College Dublin 2002 — 2002
University of Massachusetts, Amherst 1999 — 2000
Saint R 1995 — 1999
David Burnham's Putnam Investments Experience 1998 - 2000
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
Fidelity Investments 2005 - 2011
Fidelity Investments 2000 - 2005
Putnam Investments 1998 - 2000
Fidelity Investments 1996 - 1998
Arthur Andersen, LLP 1992 - 1996
Skills
Accounting, Mutual Funds, Financial Analysis, Financial Modeling, Fund Accounting, Strategic Financial..., Financial Reporting, Performance Management, Cash Management, Project Management, Resource Allocation, Operational Control, Planning Budgeting &..., Presentation Design, Lean Operations, SSAE 16, Access, Corporate Finance, Finance, Data Analysis, Risk Management, Valuation, Due Diligence, Financial Services, Forecasting, Financial Accounting, Financial Planning
Education
Bowdoin College
Bachelor of Arts (BA), Psychology
Northeastern University - Graduate School of Business Administration
MSA/MBA, Accounting
Fidelity Investments 2012 - Present
Fidelity Investments 2005 - 2011
Fidelity Investments 2000 - 2005
Putnam Investments 1998 - 2000
Fidelity Investments 1996 - 1998
Arthur Andersen, LLP 1992 - 1996
Skills
Accounting, Mutual Funds, Financial Analysis, Financial Modeling, Fund Accounting, Strategic Financial..., Financial Reporting, Performance Management, Cash Management, Project Management, Resource Allocation, Operational Control, Planning Budgeting &..., Presentation Design, Lean Operations, SSAE 16, Access, Corporate Finance, Finance, Data Analysis, Risk Management, Valuation, Due Diligence, Financial Services, Forecasting, Financial Accounting, Financial Planning
Education
Bowdoin College
Bachelor of Arts (BA), Psychology
Northeastern University - Graduate School of Business Administration
MSA/MBA, Accounting
Bonnie Troped Blacker's Putnam Investments Experience May 1993 - Present
Job Head of Conference Planning and Travel at Putnam Investments
Industry Financial Services
Experience
Putnam Investments May 1993 - Present
Skills
Alternative Investments, Series 65, Mutual Funds, Series 7, Management, Investments, Series 63, Business Strategy
Education
Bridgewater State University
Putnam Investments May 1993 - Present
Skills
Alternative Investments, Series 65, Mutual Funds, Series 7, Management, Investments, Series 63, Business Strategy
Education
Bridgewater State University
Sean Starke's Putnam Investments Experience September 2008 - December 2009
Job Sales Development Rep. Manager at eSignLive by Silanis
Industry Information Technology and Services
Experience
e-SignLive by Silanis August 2015 - Present
Plastixx FFS Technologies Inc. October 2012 - April 2015
National Financial Partners January 2010 - October 2012
Alterity Group January 2010 - October 2012
Putnam Investments September 2008 - December 2009
Skills
Manufacturing, Business Development, Business Strategy, Strategy, Strategic Planning, Cross-functional Team..., Competitive Analysis, Start-ups, New Business Development, Strategic Partnerships
Education
University of New England (AU) 2009 — 2011
MBA, International Business
Bowdoin College 1999 — 2003
BA, Economics
Deerfield Academy 1997 — 1999
Lower Canada College 1990 — 1997
High School
e-SignLive by Silanis August 2015 - Present
Plastixx FFS Technologies Inc. October 2012 - April 2015
National Financial Partners January 2010 - October 2012
Alterity Group January 2010 - October 2012
Putnam Investments September 2008 - December 2009
Skills
Manufacturing, Business Development, Business Strategy, Strategy, Strategic Planning, Cross-functional Team..., Competitive Analysis, Start-ups, New Business Development, Strategic Partnerships
Education
University of New England (AU) 2009 — 2011
MBA, International Business
Bowdoin College 1999 — 2003
BA, Economics
Deerfield Academy 1997 — 1999
Lower Canada College 1990 — 1997
High School
Shayne P. King's Putnam Investments Experience June 1998 - June 2003
Job Sr. Vendor Regulatory Compliance OnSite Specialist
Industry Information Technology and Services
Experience
Citizens Bank June 2014 - Present
Citizens Bank August 2013 - June 2014
Citizens Bank October 2011 - June 2014
ING (Formerly CitiStreet) September 2007 - January 2011
CS Investments, Inc. May 2004 - December 2010
Chapel Hill Property Mgt. LLC November 2005 - October 2010
Bay Mortgage Services/Sunset Mortgage/Gateway Funding July 2003 - September 2007
Putnam Investments June 1998 - June 2003
Skills
Risk Management, Risk Compliance, Risk Assessment, Risk Governance, Experienced Business..., Business Analysis, Project Management, OMNI, 401k, Defined Contribution, Defined Benefit, Life Cycle Assessment, Pension Administration, Mortgage Marketing, Mortgage Lending, Reverse Mortgages, Second Mortgages, Fixed Rate Mortgages, Mortgage Brokers, Residential Re-Sale, Rentals, Residential Mortgages, Rent Collection, Rent Manager, Rent to Own, Landlord, Real Estate Financing, Real Estate Investor, Real Estate Websites, Real Estate Negotiating, Vendor Management, Investment Properties, Strategy, Software Documentation, Sales, Residential Homes, Real Estate, Process Improvement, Portfolio Management, Management, Loans, Landlords, Financial Services, Financial Risk, Business Requirements, Banking, Analysis
Education
Bridgewater State University 1995 — 2000
BA, Business Management
Wareham High School 1990 — 1994
Citizens Bank June 2014 - Present
Citizens Bank August 2013 - June 2014
Citizens Bank October 2011 - June 2014
ING (Formerly CitiStreet) September 2007 - January 2011
CS Investments, Inc. May 2004 - December 2010
Chapel Hill Property Mgt. LLC November 2005 - October 2010
Bay Mortgage Services/Sunset Mortgage/Gateway Funding July 2003 - September 2007
Putnam Investments June 1998 - June 2003
Skills
Risk Management, Risk Compliance, Risk Assessment, Risk Governance, Experienced Business..., Business Analysis, Project Management, OMNI, 401k, Defined Contribution, Defined Benefit, Life Cycle Assessment, Pension Administration, Mortgage Marketing, Mortgage Lending, Reverse Mortgages, Second Mortgages, Fixed Rate Mortgages, Mortgage Brokers, Residential Re-Sale, Rentals, Residential Mortgages, Rent Collection, Rent Manager, Rent to Own, Landlord, Real Estate Financing, Real Estate Investor, Real Estate Websites, Real Estate Negotiating, Vendor Management, Investment Properties, Strategy, Software Documentation, Sales, Residential Homes, Real Estate, Process Improvement, Portfolio Management, Management, Loans, Landlords, Financial Services, Financial Risk, Business Requirements, Banking, Analysis
Education
Bridgewater State University 1995 — 2000
BA, Business Management
Wareham High School 1990 — 1994
Justine Celentano's Putnam Investments Experience 1987 - 2005
Job Director, Client Services at Mercer
Industry Financial Services
Experience
Mercer October 1998 - Present
Putnam Investments 1987 - 2005
Allmerica Financial 1984 - 1998
Skills
Defined Benefit, 401k, ERISA, Pension Administration, Defined Contribution, Pensions
Education
Bowdoin College 1978 — 1982
Bachelor of Science (BS), Physiological Psychology/Psychobiology
Mercer October 1998 - Present
Putnam Investments 1987 - 2005
Allmerica Financial 1984 - 1998
Skills
Defined Benefit, 401k, ERISA, Pension Administration, Defined Contribution, Pensions
Education
Bowdoin College 1978 — 1982
Bachelor of Science (BS), Physiological Psychology/Psychobiology
Ann Battista's Putnam Investments Experience 2000 - 2005
Job Manager, Application Development at Mercer
Industry Outsourcing/Offshoring
Experience
Mercer 2005 - Present
Putnam Investments 2000 - 2005
Education
Bridgewater State University
Mercer 2005 - Present
Putnam Investments 2000 - 2005
Education
Bridgewater State University
Ed Tribble's Putnam Investments Experience November 2002 - May 2004
Job Partner, NAV Capital Partners
Industry Financial Services
Experience
NAVCAP NAV Capital Partners, LLC October 2011 - Present
JennisonDryden - Prudential Investments July 2008 - July 2010
John Hancock Funds December 2006 - July 2008
Pioneer Investments June 2004 - December 2006
Putnam Investments November 2002 - May 2004
Skills
Earned Series..., Earned Chartered...
Education
Brandeis University 1999 — 2002
BA, Economics, American Studies
Buckingham Browne and Nichols School 1996 — 1998
NAVCAP NAV Capital Partners, LLC October 2011 - Present
JennisonDryden - Prudential Investments July 2008 - July 2010
John Hancock Funds December 2006 - July 2008
Pioneer Investments June 2004 - December 2006
Putnam Investments November 2002 - May 2004
Skills
Earned Series..., Earned Chartered...
Education
Brandeis University 1999 — 2002
BA, Economics, American Studies
Buckingham Browne and Nichols School 1996 — 1998
Craig McCarthy's Putnam Investments Experience August 1998 - October 2004
Job Banking/Customer Service & Sales
Industry Banking
Experience
Lacerta Group, Inc. April 2011 - April 2015
Bank of America January 2006 - August 2008
Putnam Investments August 1998 - October 2004
Skills
Microsoft Word, Team Building, Process Improvement, Sales Management, Microsoft Office, Customer Service, Management, Team Leadership, Sales, Training, Product Development, Recruiting, Leadership Development, Banking, Account Management, Marketing, Leadership, Public Speaking, New Business Development, Call Centers, Customer Satisfaction, Negotiation, Salesforce.com, Program Management, Project Planning, Operations Management, Cross-functional Team..., Team Management, Retail, Human Resources, Coaching, Project Management
Education
Brandeis University 1994 — 1998
Bachelor's degree, American Studies
King Philip Regional High School, Wrentham MA 1992 — 1994
Xaverian Brothers High School, Westwood MA 1990 — 1992
Lacerta Group, Inc. April 2011 - April 2015
Bank of America January 2006 - August 2008
Putnam Investments August 1998 - October 2004
Skills
Microsoft Word, Team Building, Process Improvement, Sales Management, Microsoft Office, Customer Service, Management, Team Leadership, Sales, Training, Product Development, Recruiting, Leadership Development, Banking, Account Management, Marketing, Leadership, Public Speaking, New Business Development, Call Centers, Customer Satisfaction, Negotiation, Salesforce.com, Program Management, Project Planning, Operations Management, Cross-functional Team..., Team Management, Retail, Human Resources, Coaching, Project Management
Education
Brandeis University 1994 — 1998
Bachelor's degree, American Studies
King Philip Regional High School, Wrentham MA 1992 — 1994
Xaverian Brothers High School, Westwood MA 1990 — 1992
John Matteoli's Putnam Investments Experience February 1987 - September 1996
Job Principal Software Developer
Industry Financial Services
Experience
Fidelity Investments July 2004 - December 2012
Fidelity Investments September 1996 - July 2004
Putnam Investments February 1987 - September 1996
Skills
SQL, JavaScript, XSLT, XML, ClearCase, Visual Studio, Fileaid, Endeavor, IBM Utilities, VSAM, SPUFI, CICS, ISPF, MVS, TSO, JCL, IBM Mainframe, DB2, COBOL, HTML, RAD, Websphere, ASP.NET, Microsoft SQL Server, Platinum
Education
Bridgewater State College 1982 — 1986
Bachelor of Science (BS), Computer Science
Fidelity Investments July 2004 - December 2012
Fidelity Investments September 1996 - July 2004
Putnam Investments February 1987 - September 1996
Skills
SQL, JavaScript, XSLT, XML, ClearCase, Visual Studio, Fileaid, Endeavor, IBM Utilities, VSAM, SPUFI, CICS, ISPF, MVS, TSO, JCL, IBM Mainframe, DB2, COBOL, HTML, RAD, Websphere, ASP.NET, Microsoft SQL Server, Platinum
Education
Bridgewater State College 1982 — 1986
Bachelor of Science (BS), Computer Science
Lynda Schweitzer's Putnam Investments Experience 1994 - 2001
Job Global Bond Portfolio Manager at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles 2007 - Present
Loomis, Sayles & Company 2003 - 2006
Loomis, Sayles & Company 2001 - 2004
Putnam Investments 1994 - 2001
Putnam Investments 1993 - 1994
Putnam Investments 1991 - 1992
State Street Corporation 1986 - 1990
Education
Boston University Graduate School of Management
MBA
University of Rochester
BA, Economics
Loomis Sayles 2007 - Present
Loomis, Sayles & Company 2003 - 2006
Loomis, Sayles & Company 2001 - 2004
Putnam Investments 1994 - 2001
Putnam Investments 1993 - 1994
Putnam Investments 1991 - 1992
State Street Corporation 1986 - 1990
Education
Boston University Graduate School of Management
MBA
University of Rochester
BA, Economics
John Viveiros's Putnam Investments Experience June 2008 - Present
Job Qualified Plans
Industry Financial Services
Experience
Putnam Investments June 2008 - Present
Education
Bridgewater State University 2005 — 2007
Bachelors, Finance
Putnam Investments June 2008 - Present
Education
Bridgewater State University 2005 — 2007
Bachelors, Finance
Brandon Buckingham's Putnam Investments Experience March 1997 - November 2002
Job Vice President and National Director of Advanced Planning at Prudential Annuities
Industry Financial Services
Experience
Prudential Financial May 2012 - Present
John Hancock November 2002 - May 2012
Putnam Investments March 1997 - November 2002
Marone, Messina and Seifel, PC September 1995 - March 1997
Stephen G Friedler Law Offices August 1991 - September 1995
Skills
Estate Planning, Retirement Planning, IRA's, Tax, Insurance, Annuities, Financial Planning, Retirement, Strategic Financial..., IRAs, Fixed Annuities, Financial Planners, Series 6, Pensions, Series 63, Financial Advisory, Mutual Funds, Asset Allocation, Investments, Long-term Care, 401k, Securities, Wealth Management, Life Insurance, Employee Benefits, Variable Annuities, ERISA, Qualified Retirement..., Series 7, Financial Services, Alternative Investments, Investment Advisory, FINRA, Investment Strategies, Defined Benefit, Tax Advisory
Education
Boston University School of Law 1993 — 1995
LLM, Tax Law
New England School of Law 1988 — 1991
JD
University of Arizona 1984 — 1988
BA, Political Science
Prudential Financial May 2012 - Present
John Hancock November 2002 - May 2012
Putnam Investments March 1997 - November 2002
Marone, Messina and Seifel, PC September 1995 - March 1997
Stephen G Friedler Law Offices August 1991 - September 1995
Skills
Estate Planning, Retirement Planning, IRA's, Tax, Insurance, Annuities, Financial Planning, Retirement, Strategic Financial..., IRAs, Fixed Annuities, Financial Planners, Series 6, Pensions, Series 63, Financial Advisory, Mutual Funds, Asset Allocation, Investments, Long-term Care, 401k, Securities, Wealth Management, Life Insurance, Employee Benefits, Variable Annuities, ERISA, Qualified Retirement..., Series 7, Financial Services, Alternative Investments, Investment Advisory, FINRA, Investment Strategies, Defined Benefit, Tax Advisory
Education
Boston University School of Law 1993 — 1995
LLM, Tax Law
New England School of Law 1988 — 1991
JD
University of Arizona 1984 — 1988
BA, Political Science
Bert Priddle's Putnam Investments Experience 2007 - 2008
Job Hearing Instrument Specialist at MiracleEar
Industry Marketing and Advertising
Experience
Miracle-Ear January 2010 - Present
Narragansett Brewing Company April 2009 - Present
Pepperell Summer Basketball League (PSBL) May 2009 - May 2012
Stateline Irrigation Supply May 2007 - August 2009
Putnam Investments 2007 - 2008
Skills
Event Management, Social Media Marketing, Marketing, Event Planning, Social Media
Education
Bridgewater State University 2005 — 2009
BS, Marketing
Miracle-Ear January 2010 - Present
Narragansett Brewing Company April 2009 - Present
Pepperell Summer Basketball League (PSBL) May 2009 - May 2012
Stateline Irrigation Supply May 2007 - August 2009
Putnam Investments 2007 - 2008
Skills
Event Management, Social Media Marketing, Marketing, Event Planning, Social Media
Education
Bridgewater State University 2005 — 2009
BS, Marketing
Sonja Formato's Putnam Investments Experience 2006 - 2007
Job National Account Manager at Foreside Financial Group, LLC
Industry Financial Services
Experience
Foreside Financial Group, LLC November 2014 - Present
Fidelity Investments 2007 - October 2014
Putnam Investments 2006 - 2007
Wellington Management June 1997 - June 2005
Skills
Mutual Funds, Investments, Equities, Asset Management, Series 63, Series 7, Securities, Financial Services, Alternative Investments
Education
Boston University Questrom School of Business 1995 — 1998
MBA, Management/Marketing
Foreside Financial Group, LLC November 2014 - Present
Fidelity Investments 2007 - October 2014
Putnam Investments 2006 - 2007
Wellington Management June 1997 - June 2005
Skills
Mutual Funds, Investments, Equities, Asset Management, Series 63, Series 7, Securities, Financial Services, Alternative Investments
Education
Boston University Questrom School of Business 1995 — 1998
MBA, Management/Marketing
Louis Miano's Putnam Investments Experience 1998 - 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Mercer January 2012 - Present
Mercer July 2011 - December 2011
Fiserv January 2007 - January 2010
Putnam Investments 1998 - 2007
Skills
SDLC, Requirements Gathering, Testing, Software Documentation, Project Management, Analysis, Requirements Analysis, Visio, Systems Analysis, Management, Business Analysis, Software Project..., Integration, Software Development
Education
Bridgewater State College 1988 — 1992
Bachelor of Science (BS), Geography
Mercer January 2012 - Present
Mercer July 2011 - December 2011
Fiserv January 2007 - January 2010
Putnam Investments 1998 - 2007
Skills
SDLC, Requirements Gathering, Testing, Software Documentation, Project Management, Analysis, Requirements Analysis, Visio, Systems Analysis, Management, Business Analysis, Software Project..., Integration, Software Development
Education
Bridgewater State College 1988 — 1992
Bachelor of Science (BS), Geography
George Mokhiber's Putnam Investments Experience June 1987 - May 1988
Job Principal Partner at Gencap Advisors LLC
Industry Management Consulting
Experience
Gencap Advisors LLC August 2005 - Present
Prince Holdings LLC January 1997 - August 2005
General Electric July 1988 - January 1997
Putnam Investments June 1987 - May 1988
Skills
Due Diligence, Mergers, Private Equity, Program Management, Strategy, Mergers & Acquisitions, Leadership, Risk Management, Venture Capital, Strategic Planning, Strategic Financial..., Restructuring, Finance, Management, Business Process..., Business Strategy, Managerial Finance, Equities
Education
Boston University Questrom School of Business 1983 — 1987
BS in Business Administration, Finance
Gencap Advisors LLC August 2005 - Present
Prince Holdings LLC January 1997 - August 2005
General Electric July 1988 - January 1997
Putnam Investments June 1987 - May 1988
Skills
Due Diligence, Mergers, Private Equity, Program Management, Strategy, Mergers & Acquisitions, Leadership, Risk Management, Venture Capital, Strategic Planning, Strategic Financial..., Restructuring, Finance, Management, Business Process..., Business Strategy, Managerial Finance, Equities
Education
Boston University Questrom School of Business 1983 — 1987
BS in Business Administration, Finance
Eric R. Olander, CFA, CMT's Putnam Investments Experience June 1995 - April 1998
Job Previously Portfolio Manager at Wellington Management
Industry
Experience
Wellington Management March 2012 - December 2013
Millennium Partners 2008 - April 2011
TUDOR INVESTMENT CORPORATION 2000 - 2007
Putnam Investments June 1995 - April 1998
Skills
Equities, Alternative Investments, Asset Management, Investments, Hedge Funds, Strategic Financial..., Portfolio Management
Education
Harvard Business School 1999 — 2000
Master of Business Administration (MBA)
Boston University - School of Management 1991 — 1995
Bachelor's degree, Accounting and Finance
Wellington Management March 2012 - December 2013
Millennium Partners 2008 - April 2011
TUDOR INVESTMENT CORPORATION 2000 - 2007
Putnam Investments June 1995 - April 1998
Skills
Equities, Alternative Investments, Asset Management, Investments, Hedge Funds, Strategic Financial..., Portfolio Management
Education
Harvard Business School 1999 — 2000
Master of Business Administration (MBA)
Boston University - School of Management 1991 — 1995
Bachelor's degree, Accounting and Finance
Kyle Quinn, CFA's Putnam Investments Experience November 2001 - Present
Job Senior Regional Marketing Director, Southeast Florida, Putnam Investments
Industry Financial Services
Experience
Putnam Investments November 2001 - Present
Skills
Retail Sales, International Sales, Direct Sales, Sales Process, Sales Presentations, Investments, Investment Strategies, Mutual Funds, Separately Managed..., Separate Accounts, Hedge Funds, Financial Analysis, Competitive Analysis, Financial Planning, Financial Markets, Financial Statements, Relationship Management, Relationship Building, Fixed Income Strategies, Series 7, Series 63, Alternative Investments, Asset Allocation, Asset Management, Equities, Securities, Portfolio Management, 401k, Retirement
Education
Bowdoin College 1997 — 2001
BA, Economics and History
Milton Academy 1991 — 1997
High School
Putnam Investments November 2001 - Present
Skills
Retail Sales, International Sales, Direct Sales, Sales Process, Sales Presentations, Investments, Investment Strategies, Mutual Funds, Separately Managed..., Separate Accounts, Hedge Funds, Financial Analysis, Competitive Analysis, Financial Planning, Financial Markets, Financial Statements, Relationship Management, Relationship Building, Fixed Income Strategies, Series 7, Series 63, Alternative Investments, Asset Allocation, Asset Management, Equities, Securities, Portfolio Management, 401k, Retirement
Education
Bowdoin College 1997 — 2001
BA, Economics and History
Milton Academy 1991 — 1997
High School
Abby Tottenham's Putnam Investments Experience 2000 - 2010
Job Independent Design Professional
Industry Design
Experience
Putnam Investments 2000 - 2010
Education
The University of Connecticut 1992 — 1995
BFA, Graphic Design
Brandeis University 1990 — 1992
Fine Arts
Putnam Investments 2000 - 2010
Education
The University of Connecticut 1992 — 1995
BFA, Graphic Design
Brandeis University 1990 — 1992
Fine Arts
Beth Baldwin's Putnam Investments Experience July 1997 - April 1998
Job Manager Financial Reporting at State Street Bank
Industry Financial Services
Experience
State Street Bank & Trust September 2006 - Present
RR Donnelley 2006 - 2006
Deutsche Bank 2006 - 2006
John Hancock through KNF&T 2006 - 2006
DDJ Capital Management April 1998 - 2005
Putnam Investments July 1997 - April 1998
Scudder Investments September 1995 - July 1997
Skills
Financial Reporting, Account Reconciliation, Accounting, Accounts Payable, Finance, Management, Bloomberg, Financial Services, Investments, Mutual Funds, Securities
Education
Bridgewater State University 1993 — 1997
B.S., Finance
State Street Bank & Trust September 2006 - Present
RR Donnelley 2006 - 2006
Deutsche Bank 2006 - 2006
John Hancock through KNF&T 2006 - 2006
DDJ Capital Management April 1998 - 2005
Putnam Investments July 1997 - April 1998
Scudder Investments September 1995 - July 1997
Skills
Financial Reporting, Account Reconciliation, Accounting, Accounts Payable, Finance, Management, Bloomberg, Financial Services, Investments, Mutual Funds, Securities
Education
Bridgewater State University 1993 — 1997
B.S., Finance
Liz Rosenberg's Putnam Investments Experience 1986 - 1987
Job Reader/Interviewer, Evening/Weekend MBA Program at UC Berkeley
Industry
Experience
Independent August 2013 - Present
University of California, Berkeley, Haas School of Business November 2011 - Present
JDRF 2012 - 2013
Insight Resource Group January 2011 - July 2011
Marketing Business Advantage September 2010 - January 2011
Gymboree 1996 - 1999
Gap Inc. 1991 - 1996
Colonial Group, Inc. 1987 - 1989
Putnam Investments 1986 - 1987
Jordan Marsh Company, Inc. 1985 - 1986
Education
Boston University Graduate School of Management 1989 — 1991
MBA, Business
Colgate University 1981 — 1985
BA, International Relations/Political Science
Independent August 2013 - Present
University of California, Berkeley, Haas School of Business November 2011 - Present
JDRF 2012 - 2013
Insight Resource Group January 2011 - July 2011
Marketing Business Advantage September 2010 - January 2011
Gymboree 1996 - 1999
Gap Inc. 1991 - 1996
Colonial Group, Inc. 1987 - 1989
Putnam Investments 1986 - 1987
Jordan Marsh Company, Inc. 1985 - 1986
Education
Boston University Graduate School of Management 1989 — 1991
MBA, Business
Colgate University 1981 — 1985
BA, International Relations/Political Science
Brian Fosco's Putnam Investments Experience 1998 - 2006
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock 2006 - Present
Putnam Investments 1998 - 2006
Skills
Equities, Middle Office, Fixed Income, Mutual Funds, Investments, Derivatives, Financial Services, Relationship Management, Back Office, Corporate Actions, Bloomberg, Alternative Investments, Securities, Asset Management, Hedge Funds
Education
Brandeis University 1994 — 1998
Bachelor of Science (BS), Economics
BlackRock 2006 - Present
Putnam Investments 1998 - 2006
Skills
Equities, Middle Office, Fixed Income, Mutual Funds, Investments, Derivatives, Financial Services, Relationship Management, Back Office, Corporate Actions, Bloomberg, Alternative Investments, Securities, Asset Management, Hedge Funds
Education
Brandeis University 1994 — 1998
Bachelor of Science (BS), Economics
Albert Wheeler's Putnam Investments Experience July 2001 - July 2008
Job Financial Services Professional
Industry Financial Services
Experience
Putnam Investments July 2001 - July 2008
Education
Bridgewater State University 2000 — 2002
BS, Accounting & Finance
Putnam Investments July 2001 - July 2008
Education
Bridgewater State University 2000 — 2002
BS, Accounting & Finance
Marcy Loomis's Putnam Investments Experience 1999 - 2004
Job Account Supervisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
ING July 2005 - September 2012
Putnam Investments 1999 - 2004
Liberty Funds Group 1998 - 2000
Education
Boston University Questrom School of Business 1998 — 2001
MBA, Marketing
University of Vermont 1990 — 1994
BS, Marketing
Fidelity Investments September 2012 - Present
ING July 2005 - September 2012
Putnam Investments 1999 - 2004
Liberty Funds Group 1998 - 2000
Education
Boston University Questrom School of Business 1998 — 2001
MBA, Marketing
University of Vermont 1990 — 1994
BS, Marketing
Erin Spatz's Putnam Investments Experience 1996 - 2002
Job SVP Equity Analyst at Standard Life
Industry Financial Services
Experience
Standard Life Investments (Edinburgh) May 2002 - Present
Putnam Investments 1996 - 2002
Pioneer Investments 1989 - 1996
JP Morgan 1987 - 1989
Education
Boston University Graduate School of Management 1989 — 1993
MBA, Finance
University of Notre Dame 1983 — 1987
BBA, Finance
Standard Life Investments (Edinburgh) May 2002 - Present
Putnam Investments 1996 - 2002
Pioneer Investments 1989 - 1996
JP Morgan 1987 - 1989
Education
Boston University Graduate School of Management 1989 — 1993
MBA, Finance
University of Notre Dame 1983 — 1987
BBA, Finance
Alexis Conley's Putnam Investments Experience April 2001 - June 2004
Job Event Coordinator at Bridgewater State University
Industry Higher Education
Experience
Bridgewater State University January 2008 - Present
Bella Flora August 2004 - Present
State Street January 2006 - December 2007
Putnam Investments April 2001 - June 2004
Skills
Event Planning, Customer Service, Floral Design, PowerPoint, Time Management, Public Speaking, Event Management, Microsoft Office, Social Media, Microsoft Excel, Leadership, Microsoft Word, Public Relations, Research, Team Leadership
Education
Bridgewater State University 2011 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bridgewater State College 1995 — 2000
Bachelor of Arts, English minor in Management Science
Brockton High School 1991 — 1995
Bridgewater State University January 2008 - Present
Bella Flora August 2004 - Present
State Street January 2006 - December 2007
Putnam Investments April 2001 - June 2004
Skills
Event Planning, Customer Service, Floral Design, PowerPoint, Time Management, Public Speaking, Event Management, Microsoft Office, Social Media, Microsoft Excel, Leadership, Microsoft Word, Public Relations, Research, Team Leadership
Education
Bridgewater State University 2011 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bridgewater State College 1995 — 2000
Bachelor of Arts, English minor in Management Science
Brockton High School 1991 — 1995
Christine Dennehy's Putnam Investments Experience 1993 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Putnam Investments 1993 - 2010
Skills
Company Secretarial, Microsoft Office
Education
Bridgewater State College 1987 — 1991
BS, Business
Putnam Investments 1993 - 2010
Skills
Company Secretarial, Microsoft Office
Education
Bridgewater State College 1987 — 1991
BS, Business
Lester Kuhl's Putnam Investments Experience February 1996 - August 1996
Job Supply Chain Configurator at OSRAM/Sylvania
Industry Consumer Goods
Experience
OSRAM/Sylvania January 2001 - Present
Gillette Corporation September 1999 - January 2001
Osram Sylvania September 1997 - July 1998
Polaroid August 1996 - September 1997
Putnam Investments February 1996 - August 1996
Polaroid March 1995 - January 1996
Polaroid November 1994 - March 1995
Fleet Community Banking August 1994 - November 1994
Great American Brands 1993 - 1994
Warner Lambert 1992 - 1993
Skills
APICS, SAP R/3, SAP WM, SAP Configuration, SAP CRM, Business Analysis, Supply Chain Management, Production Planning, Production Management, Manufacturing, Service Management, Materials Management, MRP, SAP ERP, Business Process, Logistics, ERP, SAP, Supply Chain, Process Improvement, Management, Cross-functional Team..., SAP Implementation
Education
Boston University - School of Management 1981 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General
OSRAM/Sylvania January 2001 - Present
Gillette Corporation September 1999 - January 2001
Osram Sylvania September 1997 - July 1998
Polaroid August 1996 - September 1997
Putnam Investments February 1996 - August 1996
Polaroid March 1995 - January 1996
Polaroid November 1994 - March 1995
Fleet Community Banking August 1994 - November 1994
Great American Brands 1993 - 1994
Warner Lambert 1992 - 1993
Skills
APICS, SAP R/3, SAP WM, SAP Configuration, SAP CRM, Business Analysis, Supply Chain Management, Production Planning, Production Management, Manufacturing, Service Management, Materials Management, MRP, SAP ERP, Business Process, Logistics, ERP, SAP, Supply Chain, Process Improvement, Management, Cross-functional Team..., SAP Implementation
Education
Boston University - School of Management 1981 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General
Colin Hamilton's Putnam Investments Experience 2002 - 2005
Job AVP, Retirement Benefits Director at TJX
Industry Human Resources
Experience
The TJX Companies November 2013 - Present
Mercer 2005 - November 2013
Putnam Investments 2002 - 2005
Putnam Investments 2000 - 2002
Putnam Investments 1996 - 2000
Skills
401k, Employee Benefits, ERISA, Retirement, Pension Administration, Defined Benefit, Mutual Funds, Benefits Administration, Operations Management, Business Relationship..., Defined Contribution, Health & Welfare..., Outsourcing, Pensions, Executive Pay, Retirement Plan..., Risk Management
Education
Bowdoin College 1990 — 1995
Bachelor of Arts, Government & Legal Studies
The Lawrenceville School 1988 — 1990
Watchung Hills Regional High School 1986 — 1988
The TJX Companies November 2013 - Present
Mercer 2005 - November 2013
Putnam Investments 2002 - 2005
Putnam Investments 2000 - 2002
Putnam Investments 1996 - 2000
Skills
401k, Employee Benefits, ERISA, Retirement, Pension Administration, Defined Benefit, Mutual Funds, Benefits Administration, Operations Management, Business Relationship..., Defined Contribution, Health & Welfare..., Outsourcing, Pensions, Executive Pay, Retirement Plan..., Risk Management
Education
Bowdoin College 1990 — 1995
Bachelor of Arts, Government & Legal Studies
The Lawrenceville School 1988 — 1990
Watchung Hills Regional High School 1986 — 1988
Annmarie Quin's Putnam Investments Experience January 2000 - June 2002
Job Senior Customer Service Specialist at NestleWaters NA
Industry Consumer Services
Experience
NestleWaters NA September 2005 - Present
Putnam Investments January 2000 - June 2002
Putnam Investments June 1993 - November 1998
Skills
Customer Service, Call Center, Customer Relations, Microsoft Office, Excel, Spreadsheets, Customer Experience, Banking
Education
Bridgewater State College 1991 — 1995
Bachelor's degree, Finance, General
NestleWaters NA September 2005 - Present
Putnam Investments January 2000 - June 2002
Putnam Investments June 1993 - November 1998
Skills
Customer Service, Call Center, Customer Relations, Microsoft Office, Excel, Spreadsheets, Customer Experience, Banking
Education
Bridgewater State College 1991 — 1995
Bachelor's degree, Finance, General
Amanda Tramontozzi's Putnam Investments Experience August 2004 - July 2006
Job Sr.HR Conultant at Vertex Pharmaceuticals
Industry Pharmaceuticals
Experience
Vertex Pharmaceuticals July 2006 - Present
Putnam Investments August 2004 - July 2006
American Tower Corporation August 2002 - August 2004
Education
Bridgewater State College 1998 — 2002
Bachelor of Arts (B.A.), Counseling Psychology
Vertex Pharmaceuticals July 2006 - Present
Putnam Investments August 2004 - July 2006
American Tower Corporation August 2002 - August 2004
Education
Bridgewater State College 1998 — 2002
Bachelor of Arts (B.A.), Counseling Psychology
Chris Loew's Putnam Investments Experience 1999 - 2001
Job FINANCIAL SERVICES LEADERSHIP
Industry Financial Services
Experience
Santander Investment Services March 2013 - Present
BlackRock January 2005 - December 2012
BlackRock 2001 - December 2005
Putnam Investments 1999 - 2001
Putnam Investments 1997 - 1999
Putnam Investments 1995 - 1997
Dean Witter Reynolds 1993 - 1994
Proven Corporation 1988 - 1992
Data General Corporation 1984 - 1988
Skills
Leadership, Cross-functional Team..., Strategy, Process Improvement, Financial Services, Competitive Analysis, Financial Analysis, Business Analysis, Strategic Financial..., Transfer Agency
Education
Boston University Graduate School of Management
Master of Business Administration (M.B.A.), Business Management
University of Vermont
Bachelor of Arts (B.A.), Economics
Santander Investment Services March 2013 - Present
BlackRock January 2005 - December 2012
BlackRock 2001 - December 2005
Putnam Investments 1999 - 2001
Putnam Investments 1997 - 1999
Putnam Investments 1995 - 1997
Dean Witter Reynolds 1993 - 1994
Proven Corporation 1988 - 1992
Data General Corporation 1984 - 1988
Skills
Leadership, Cross-functional Team..., Strategy, Process Improvement, Financial Services, Competitive Analysis, Financial Analysis, Business Analysis, Strategic Financial..., Transfer Agency
Education
Boston University Graduate School of Management
Master of Business Administration (M.B.A.), Business Management
University of Vermont
Bachelor of Arts (B.A.), Economics
Elyse Salberg's Putnam Investments Experience November 2013 - Present
Job Senior Technical Expert, Unix Engineering at Putnam Investments
Industry Higher Education
Experience
Putnam Investments November 2013 - Present
Tufts University May 2011 - October 2013
Tufts University July 2005 - May 2011
CA Technologies April 2004 - July 2005
Netegrity May 2000 - April 2004
Skills
Apache, Unix, Linux, Java, Perl, Solaris, VMware, System Administration, RedHat, Cfengine, Icinga, Virtualization, Bash, Servers, Troubleshooting
Education
Brandeis University 1996 — 2000
Bachelor of Arts (B.A.), General Science
Putnam Investments November 2013 - Present
Tufts University May 2011 - October 2013
Tufts University July 2005 - May 2011
CA Technologies April 2004 - July 2005
Netegrity May 2000 - April 2004
Skills
Apache, Unix, Linux, Java, Perl, Solaris, VMware, System Administration, RedHat, Cfengine, Icinga, Virtualization, Bash, Servers, Troubleshooting
Education
Brandeis University 1996 — 2000
Bachelor of Arts (B.A.), General Science
James Bayard's Putnam Investments Experience 1998 - 2005
Job Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions 2013 - Present
New York Life Retirement Plan Services 2010 - 2013
U.S. Trust, Bank of America Private Wealth Management 2008 - 2010
Bank of America, Premier Banking & Investments 2005 - 2008
Putnam Investments 1998 - 2005
Skills
Financial Services, Investments, Retirement Planning, Retirement, Series 7, Series 63, 401k, Series 6, Mutual Funds, Employee Benefits, Securities
Education
Boston University School of Law
Juris Doctor, Law
University of California, Davis
Bachelor of Arts (B.A.), International Relations and German
Transamerica Retirement Solutions 2013 - Present
New York Life Retirement Plan Services 2010 - 2013
U.S. Trust, Bank of America Private Wealth Management 2008 - 2010
Bank of America, Premier Banking & Investments 2005 - 2008
Putnam Investments 1998 - 2005
Skills
Financial Services, Investments, Retirement Planning, Retirement, Series 7, Series 63, 401k, Series 6, Mutual Funds, Employee Benefits, Securities
Education
Boston University School of Law
Juris Doctor, Law
University of California, Davis
Bachelor of Arts (B.A.), International Relations and German
Joshua Clancy's Putnam Investments Experience June 2005 - May 2006
Job Account Executive at EquipNet
Industry Pharmaceuticals
Experience
EquipNet July 2015 - Present
Broadridge Financial Solutions September 2013 - June 2015
AssuriCare November 2012 - September 2013
Genworth Financial February 2010 - October 2012
MG Financial May 2007 - January 2010
Putnam Investments June 2005 - May 2006
Skills
Accounting, Health Insurance, Financial Services, Customer Service, Salesforce.com
Education
Bridgewater State University 2003 — 2007
Bachelor of Science, Business Administration and Management
EquipNet July 2015 - Present
Broadridge Financial Solutions September 2013 - June 2015
AssuriCare November 2012 - September 2013
Genworth Financial February 2010 - October 2012
MG Financial May 2007 - January 2010
Putnam Investments June 2005 - May 2006
Skills
Accounting, Health Insurance, Financial Services, Customer Service, Salesforce.com
Education
Bridgewater State University 2003 — 2007
Bachelor of Science, Business Administration and Management
Jed Doherty's Putnam Investments Experience 1990 - 1993
Job
Industry
Experience
St. Sebastian's School 1993 - Present
Putnam Investments 1990 - 1993
Education
Bowdoin College 1986 — 1990
Bachelor of Arts (BA), History and Government
Tufts University
Master of Arts (M.A.), History
St. Sebastian's School 1993 - Present
Putnam Investments 1990 - 1993
Education
Bowdoin College 1986 — 1990
Bachelor of Arts (BA), History and Government
Tufts University
Master of Arts (M.A.), History
Bill Fitzgibbon's Putnam Investments Experience May 1994 - April 2001
Job Compliance Fund Administrator Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services 2014 - Present
Boston Financial Data Services October 2013 - November 2014
Mercer July 2007 - December 2008
Mercer September 2005 - June 2007
Putnam Investments May 1994 - April 2001
Skills
Client Service Oriented, Operational Excellence, Project Management, Accurate Record Keeping, Quality Control, Sense Of Urgency, Pay Close Attention to..., Managing Deadlines, Technical Ability, Adaptability
Education
Bridgewater State University 1988 — 1992
Bachelor of Science (BS), Political Science and Government
Weymouth South High School 1984 — 1988
College Prep
Boston Financial Data Services 2014 - Present
Boston Financial Data Services October 2013 - November 2014
Mercer July 2007 - December 2008
Mercer September 2005 - June 2007
Putnam Investments May 1994 - April 2001
Skills
Client Service Oriented, Operational Excellence, Project Management, Accurate Record Keeping, Quality Control, Sense Of Urgency, Pay Close Attention to..., Managing Deadlines, Technical Ability, Adaptability
Education
Bridgewater State University 1988 — 1992
Bachelor of Science (BS), Political Science and Government
Weymouth South High School 1984 — 1988
College Prep