Putnam Investments
Description
Putnam Investments is a privately owned investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Parent organization: Great-West Lifeco Customer service: 00 1 617-292-1000 Number of employees: 1,700+ CEO: Robert L. Reynolds (1 Jul 2008–) Headquarters: Boston, Massachusetts, United States Subsidiaries: PanAgora Asset Management, Inc.,
Putnam Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Putnam Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Putnam Investments Salaries. You can even request information on how much does Putnam Investments pay if you want to. Learn about salaries, pros and cons of working for Putnam Investments directly from the past employees.
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Putnam Investments Employees
Employee
Years
Job
Industry
Corey West Corey West's Putnam Investments Experience January 2008 - January 2009
Job Financial Analyst at American Dental Partners
Industry Financial Services
Experience
American Dental Partners May 2013 - Present
Covidien January 2013 - May 2013
Monster July 2012 - January 2013
Wolters Kluwer April 2012 - July 2012
State Street September 2010 - April 2012
State Street November 2009 - September 2010
Putnam Investments January 2008 - January 2009
Skills
Analysis, Accounting, Portfolio Management, Microsoft Excel, Bloomberg, Investments, Fixed Income, Business Analysis, Financial Services, CRM, Financial Accounting, Management, Financial Analysis, Account Reconciliation, Finance, Data Analysis, Financial Reporting, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Leadership
Education
Bridgewater State University 2005 — 2009
Bachelor's degree, Accounting and Finance
American Dental Partners May 2013 - Present
Covidien January 2013 - May 2013
Monster July 2012 - January 2013
Wolters Kluwer April 2012 - July 2012
State Street September 2010 - April 2012
State Street November 2009 - September 2010
Putnam Investments January 2008 - January 2009
Skills
Analysis, Accounting, Portfolio Management, Microsoft Excel, Bloomberg, Investments, Fixed Income, Business Analysis, Financial Services, CRM, Financial Accounting, Management, Financial Analysis, Account Reconciliation, Finance, Data Analysis, Financial Reporting, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Leadership
Education
Bridgewater State University 2005 — 2009
Bachelor's degree, Accounting and Finance
Kevin Concannon Kevin Concannon's Putnam Investments Experience December 2008 - May 2009
Job Real Estate Salesperson
Industry Real Estate
Experience
The Steven Cohen Team at Keller Williams May 2008 - Present
Mix1 Beverage Company December 2009 - 2010
Putnam Investments December 2008 - May 2009
Skills
Social Networking, Advertising, Sales, Customer Service, Marketing, Social Media, PowerPoint, Social Media Marketing, Microsoft Excel, Microsoft Office, Salesforce.com, Microsoft Word, Event Planning, Outlook, Marketing Communications, Marketing Strategy, Facebook, Market Research, Selling, Account Management, Real Estate, Negotiation, Property Management, Listings, Buyer Representation, Real Estate Development, Investments, Income Properties
Education
Bryant University 2006 — 2010
Bachelor of Science, Business Administration; Marketing
Beverly High School 2002 — 2006
The Steven Cohen Team at Keller Williams May 2008 - Present
Mix1 Beverage Company December 2009 - 2010
Putnam Investments December 2008 - May 2009
Skills
Social Networking, Advertising, Sales, Customer Service, Marketing, Social Media, PowerPoint, Social Media Marketing, Microsoft Excel, Microsoft Office, Salesforce.com, Microsoft Word, Event Planning, Outlook, Marketing Communications, Marketing Strategy, Facebook, Market Research, Selling, Account Management, Real Estate, Negotiation, Property Management, Listings, Buyer Representation, Real Estate Development, Investments, Income Properties
Education
Bryant University 2006 — 2010
Bachelor of Science, Business Administration; Marketing
Beverly High School 2002 — 2006
thomas mitchell's Putnam Investments Experience 1993 - 2009
Job Strategic Relationship Manager at CUNA Mutual Retirement Services
Industry Investment Management
Experience
CUNA Mutual Retirement Services 2015 - Present
Marsh & McLennan Agency 2013 - 2014
New York Life Retirement Plan Services 2009 - 2013
Putnam Investments 1993 - 2009
Skills
Series 7, Series 6, Series 63, Life Insurance License, Health & Accident..., Retirement, Pensions
Education
Bridgewater State University 1989 — 1993
Bachelor of Arts (BA), History/Business Administration
CUNA Mutual Retirement Services 2015 - Present
Marsh & McLennan Agency 2013 - 2014
New York Life Retirement Plan Services 2009 - 2013
Putnam Investments 1993 - 2009
Skills
Series 7, Series 6, Series 63, Life Insurance License, Health & Accident..., Retirement, Pensions
Education
Bridgewater State University 1989 — 1993
Bachelor of Arts (BA), History/Business Administration
Patrick Murphy Patrick Murphy's Putnam Investments Experience February 1994 - December 2000
Job President, John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Financial Services April 2015 - Present
New York Life Retirement Plan Services October 2013 - Present
New York Life Retirement Plan Services August 2011 - October 2013
New York Life Retirement Plan Services January 2004 - August 2011
American Express Retirement Plan Services January 2001 - December 2003
Putnam Investments February 1994 - December 2000
Diversified Investment Advisors April 1989 - February 1994
Skills
Pensions, Retirement, Series 7, Retirement Planning, Leadership, Management, Sales, Strategy, Defined Contribution
Education
Brown University 1984 — 1988
BA, Organizational Behavior/Management
John Hancock Financial Services April 2015 - Present
New York Life Retirement Plan Services October 2013 - Present
New York Life Retirement Plan Services August 2011 - October 2013
New York Life Retirement Plan Services January 2004 - August 2011
American Express Retirement Plan Services January 2001 - December 2003
Putnam Investments February 1994 - December 2000
Diversified Investment Advisors April 1989 - February 1994
Skills
Pensions, Retirement, Series 7, Retirement Planning, Leadership, Management, Sales, Strategy, Defined Contribution
Education
Brown University 1984 — 1988
BA, Organizational Behavior/Management
Sandy Santos Kenny's Putnam Investments Experience July 2000 - January 2014
Job Senior Manager, Workforce Management at Constant Contact
Industry Computer Software
Experience
Constant Contact February 2014 - Present
Putnam Investments July 2000 - January 2014
Skills
Workforce Management, Call Center..., Business Continuity..., Contact Center..., Contact Center..., Mutual Funds, Financial Services, IEX, Contact Centers, Customer Service, Process Improvement, Project Management, Team Management
Education
Bridgewater State University
Bachelor of Science (BS), Accounting and Finance
Constant Contact February 2014 - Present
Putnam Investments July 2000 - January 2014
Skills
Workforce Management, Call Center..., Business Continuity..., Contact Center..., Contact Center..., Mutual Funds, Financial Services, IEX, Contact Centers, Customer Service, Process Improvement, Project Management, Team Management
Education
Bridgewater State University
Bachelor of Science (BS), Accounting and Finance
Matthew Monroe Matthew Monroe's Putnam Investments Experience October 2011 - January 2015
Job Retirement Plan Sales; Owner/President Two Story Homes, Inc.
Industry Real Estate
Experience
EMPOWER Retirement January 2015 - Present
HomeVestors - Two Story Homes, Inc. January 2015 - Present
Proactive Realty March 2015 - Present
Putnam Investments October 2011 - January 2015
Sovereign Bank March 2011 - October 2011
Sun Life Financial September 2008 - March 2011
Sun Life Financial September 2005 - September 2008
Skills
Retirement Planning, Series 63, Series 7, Mutual Funds, Fixed Annuities, Investments, Series 6, 401k, Retirement, Securities, Sales, Real Estate, Real Estate Investor, Real Estate Transactions, Real Estate Financing, Real Estate Development, Single Family Homes, Condos, Multi Family Properties, Investment Properties, HUD, Landlords, Buyers, Sellers, First Time Home Buyers
Education
Bryant University 2001 — 2005
Bachelor of Science, Finance
EMPOWER Retirement January 2015 - Present
HomeVestors - Two Story Homes, Inc. January 2015 - Present
Proactive Realty March 2015 - Present
Putnam Investments October 2011 - January 2015
Sovereign Bank March 2011 - October 2011
Sun Life Financial September 2008 - March 2011
Sun Life Financial September 2005 - September 2008
Skills
Retirement Planning, Series 63, Series 7, Mutual Funds, Fixed Annuities, Investments, Series 6, 401k, Retirement, Securities, Sales, Real Estate, Real Estate Investor, Real Estate Transactions, Real Estate Financing, Real Estate Development, Single Family Homes, Condos, Multi Family Properties, Investment Properties, HUD, Landlords, Buyers, Sellers, First Time Home Buyers
Education
Bryant University 2001 — 2005
Bachelor of Science, Finance
Leon Nowicki Leon Nowicki's Putnam Investments Experience July 2008 - August 2009
Job Associate Attorney at Law Offices of John B. Flemming
Industry Legal Services
Experience
Law Offices of John B. Flemming November 2012 - Present
Law Offices of John B. Flemming February 2012 - November 2012
New Hampshire Office of the Attorney General May 2011 - August 2011
Massachusetts Superior Court September 2010 - December 2010
New Hampshire District Court, Concord Family Division May 2010 - August 2010
Putnam Investments July 2008 - August 2009
Skills
Westlaw, Legal Research, Legal Writing, Civil Litigation, Securities, Research, Courts, Litigation, Public Speaking, Editing, Microsoft Office, Estate Planning, PowerPoint, Microsoft Word, Microsoft Excel, Corporate Law
Education
Suffolk University Law School 2009 — 2012
Juris Doctor
Bridgewater State College 2004 — 2008
BA, History & Political Science
Law Offices of John B. Flemming November 2012 - Present
Law Offices of John B. Flemming February 2012 - November 2012
New Hampshire Office of the Attorney General May 2011 - August 2011
Massachusetts Superior Court September 2010 - December 2010
New Hampshire District Court, Concord Family Division May 2010 - August 2010
Putnam Investments July 2008 - August 2009
Skills
Westlaw, Legal Research, Legal Writing, Civil Litigation, Securities, Research, Courts, Litigation, Public Speaking, Editing, Microsoft Office, Estate Planning, PowerPoint, Microsoft Word, Microsoft Excel, Corporate Law
Education
Suffolk University Law School 2009 — 2012
Juris Doctor
Bridgewater State College 2004 — 2008
BA, History & Political Science
Stephanie Rezendes Stephanie Rezendes's Putnam Investments Experience June 2010 - October 2011
Job Manager, Training & Development at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
Signator Investors, Inc. October 2011 - Present
Putnam Investments June 2010 - October 2011
Putnam Investments December 2008 - June 2010
Skills
Mutual Funds, Financial Services, Training, Leadership, Series 7, Customer Service, Microsoft Excel, PowerPoint, Process Improvement, Public Speaking, Marketing Communications, Curriculum Design, E-Learning, Camtasia, Articulate Studio, Time Management, Financial Analysis, Instructional Design, Management
Education
Daniel Webster College 2010 — 2012
M.B.A., Management
Bridgewater State University 2004 — 2008
B.S., Management
Signator Investors, Inc. October 2011 - Present
Putnam Investments June 2010 - October 2011
Putnam Investments December 2008 - June 2010
Skills
Mutual Funds, Financial Services, Training, Leadership, Series 7, Customer Service, Microsoft Excel, PowerPoint, Process Improvement, Public Speaking, Marketing Communications, Curriculum Design, E-Learning, Camtasia, Articulate Studio, Time Management, Financial Analysis, Instructional Design, Management
Education
Daniel Webster College 2010 — 2012
M.B.A., Management
Bridgewater State University 2004 — 2008
B.S., Management
Rachel Ramos's Putnam Investments Experience April 2013 - August 2014
Job Asset Control Specialist II
Industry Investment Management
Experience
MFS Investment Management September 2014 - Present
Putnam Investments April 2013 - August 2014
East Boston Savings Bank May 2012 - April 2013
East Boston Savings Bank January 2012 - May 2012
TD Bank August 2011 - December 2011
TD Bank October 2010 - August 2011
TD Bank June 2009 - October 2010
Sovereign Bank January 2009 - May 2009
Bank of America June 2006 - May 2009
Skills
Networking, Staff Development, Operational Excellence, Community Outreach, Branch Banking, Retail Banking, Banking, Consumer Lending, Cross Selling, Underwriting, Leadership, Management, Sales, Coaching, Commercial Banking, Credit, Business Development, Loans, Customer Service, Financial Services
Education
Bridgewater State University 2006 — 2009
Bachelor of Arts (B.A.), Communication and Media Studies
Roger Williams University 2004 — 2005
Sandwich High
MFS Investment Management September 2014 - Present
Putnam Investments April 2013 - August 2014
East Boston Savings Bank May 2012 - April 2013
East Boston Savings Bank January 2012 - May 2012
TD Bank August 2011 - December 2011
TD Bank October 2010 - August 2011
TD Bank June 2009 - October 2010
Sovereign Bank January 2009 - May 2009
Bank of America June 2006 - May 2009
Skills
Networking, Staff Development, Operational Excellence, Community Outreach, Branch Banking, Retail Banking, Banking, Consumer Lending, Cross Selling, Underwriting, Leadership, Management, Sales, Coaching, Commercial Banking, Credit, Business Development, Loans, Customer Service, Financial Services
Education
Bridgewater State University 2006 — 2009
Bachelor of Arts (B.A.), Communication and Media Studies
Roger Williams University 2004 — 2005
Sandwich High
Ashley O'Connor Ashley O'Connor's Putnam Investments Experience June 2008 - September 2009
Job Financial Analyst at Waters Corporation
Industry Financial Services
Experience
Waters July 2013 - Present
GTECH Corporation May 2011 - July 2013
Computer Sciences Corporation February 2010 - May 2011
Putnam Investments June 2008 - September 2009
Skills
Budget, Forecasting, Data Analysis, Data Entry, Financial Analysis, Financial Reporting, Financial Modeling, Account Management, Account Reconciliation, Invoice Processing, Six Sigma, Customer Service, SAP ERP, Microsoft Office, Communication, Budgets, Accounting, Business Analysis, Finance, Analysis, Risk Management, Strategic Financial..., Microsoft Excel, Financial Accounting, QuickBooks, Process Improvement, Access
Education
Framingham State College 2010 — 2012
Master's in Business Administration, Summa Cum Laude
Bryant University 2006 — 2009
Bachelor of Science in Business Administration, Finance, International Business, Spanish
Waters July 2013 - Present
GTECH Corporation May 2011 - July 2013
Computer Sciences Corporation February 2010 - May 2011
Putnam Investments June 2008 - September 2009
Skills
Budget, Forecasting, Data Analysis, Data Entry, Financial Analysis, Financial Reporting, Financial Modeling, Account Management, Account Reconciliation, Invoice Processing, Six Sigma, Customer Service, SAP ERP, Microsoft Office, Communication, Budgets, Accounting, Business Analysis, Finance, Analysis, Risk Management, Strategic Financial..., Microsoft Excel, Financial Accounting, QuickBooks, Process Improvement, Access
Education
Framingham State College 2010 — 2012
Master's in Business Administration, Summa Cum Laude
Bryant University 2006 — 2009
Bachelor of Science in Business Administration, Finance, International Business, Spanish
Jacqueline (Comeau) Stone's Putnam Investments Experience November 2013 - Present
Job Senior Financial Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments November 2013 - Present
Putnam Investments January 2012 - November 2013
Putnam Investments July 2008 - January 2012
Putnam Investments August 2005 - July 2008
Education
Bridgewater State College 1998 — 2002
Accounting and Business/Management
Putnam Investments November 2013 - Present
Putnam Investments January 2012 - November 2013
Putnam Investments July 2008 - January 2012
Putnam Investments August 2005 - July 2008
Education
Bridgewater State College 1998 — 2002
Accounting and Business/Management
Christopher Thibeault Christopher Thibeault's Putnam Investments Experience September 2008 - March 2009
Job Loan Officer NMLS# 368152
Industry Financial Services
Experience
Embrace Home Loans September 2010 - Present
Windmill Cycles, Inc. May 2005 - September 2010
Putnam Investments September 2008 - March 2009
Skills
FHA, Direct Sales, Loans, Residential Mortgages, VA loans, USDA, Mortgage Banking, Refinance, Loan Origination, Credit, Mortgage Lending, Certified Mortgage..., Government Loans, Reverse Mortgages, FHA financing, VA Loans, Credit Analysis, FHA Financing, Investment Properties
Education
University of Massachusetts Dartmouth 2007 — 2009
Bachelor of Science (BS), Finance
Bristol Community College 2005 — 2007
Associate's degree, Business Administration and Management
Embrace Home Loans September 2010 - Present
Windmill Cycles, Inc. May 2005 - September 2010
Putnam Investments September 2008 - March 2009
Skills
FHA, Direct Sales, Loans, Residential Mortgages, VA loans, USDA, Mortgage Banking, Refinance, Loan Origination, Credit, Mortgage Lending, Certified Mortgage..., Government Loans, Reverse Mortgages, FHA financing, VA Loans, Credit Analysis, FHA Financing, Investment Properties
Education
University of Massachusetts Dartmouth 2007 — 2009
Bachelor of Science (BS), Finance
Bristol Community College 2005 — 2007
Associate's degree, Business Administration and Management
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
David Cozzens, PMP David Cozzens, PMP's Putnam Investments Experience April 2006 - April 2010
Job Vice President at Citizens Bank Consumer Banking Web and Mobility
Industry Information Technology and Services
Experience
Citizens Bank May 2012 - Present
NTT Data Corporation April 2010 - May 2012
Putnam Investments April 2006 - April 2010
Putnam Investments April 2003 - April 2006
Putnam Investments January 1998 - April 2003
Skills
Integration, Team Building, Business Intelligence..., DB2, Conversions, SDLC, Databases, Waterfall, Content Management, Data Conversion, IT Management, Team Management, Unix, Vendor Management, Program Management, Web Development, SQL, Project Management, E-commerce, Leadership, Business Process, Oracle, Project Portfolio..., IT Strategy, Management, Requirements Gathering, Business Intelligence
Education
Bryant University Executive Development Center 2014 — 2014
Project Management Certificate Program
Providence College 1990 — 1995
MBA
Bryant University 1983 — 1987
BS In Business Administration, Computer Information Systems
Middletown High School
Citizens Bank May 2012 - Present
NTT Data Corporation April 2010 - May 2012
Putnam Investments April 2006 - April 2010
Putnam Investments April 2003 - April 2006
Putnam Investments January 1998 - April 2003
Skills
Integration, Team Building, Business Intelligence..., DB2, Conversions, SDLC, Databases, Waterfall, Content Management, Data Conversion, IT Management, Team Management, Unix, Vendor Management, Program Management, Web Development, SQL, Project Management, E-commerce, Leadership, Business Process, Oracle, Project Portfolio..., IT Strategy, Management, Requirements Gathering, Business Intelligence
Education
Bryant University Executive Development Center 2014 — 2014
Project Management Certificate Program
Providence College 1990 — 1995
MBA
Bryant University 1983 — 1987
BS In Business Administration, Computer Information Systems
Middletown High School
Suzanne Nolan Suzanne Nolan's Putnam Investments Experience August 2002 - January 2005
Job Partner, Global Brand Management Leader at Mercer
Industry Marketing and Advertising
Experience
Mercer March 2015 - Present
Mercer September 2013 - March 2015
Mercer January 2005 - September 2013
Putnam Investments August 2002 - January 2005
Arnold Worldwide August 1995 - August 2002
Education
Brown University 1991 — 1995
B.A., Honors, French Literature
Mercer March 2015 - Present
Mercer September 2013 - March 2015
Mercer January 2005 - September 2013
Putnam Investments August 2002 - January 2005
Arnold Worldwide August 1995 - August 2002
Education
Brown University 1991 — 1995
B.A., Honors, French Literature
Chad Whitman Chad Whitman's Putnam Investments Experience October 2001 - August 2002
Job Sales Consultant at Horizon Beverage Co
Industry Food & Beverages
Experience
Horizon Beverage Co August 2002 - Present
Putnam Investments October 2001 - August 2002
Skills
Merchandising, Negotiation, Customer Service, Microsoft Office, Microsoft Excel, New Business Development, Sales, Strategic Planning, Account Management, Microsoft Word, Marketing Strategy, PowerPoint, Marketing, Team Building, Retail, Social Media, Inventory Management, Project Management, Budget
Education
Bryant College 1997 — 2001
Bachelor of Science (BS), Marketing
Cohasset 1993 — 1997
Horizon Beverage Co August 2002 - Present
Putnam Investments October 2001 - August 2002
Skills
Merchandising, Negotiation, Customer Service, Microsoft Office, Microsoft Excel, New Business Development, Sales, Strategic Planning, Account Management, Microsoft Word, Marketing Strategy, PowerPoint, Marketing, Team Building, Retail, Social Media, Inventory Management, Project Management, Budget
Education
Bryant College 1997 — 2001
Bachelor of Science (BS), Marketing
Cohasset 1993 — 1997
Lars Pluss Lars Pluss's Putnam Investments Experience January 1995 - April 1998
Job Strategic Account Manager at SS&C PORTIA
Industry Information Technology and Services
Experience
SS&C PORTIA June 2014 - Present
Oracle May 2013 - June 2014
Interactive Data Corporation May 2009 - January 2012
Fidelity ActionsXchange June 2007 - April 2009
Interactive Data January 2000 - June 2007
Interactive Data April 1998 - January 2000
Putnam Investments January 1995 - April 1998
John Hancock Life Insurance Company (U.S.A.) 1993 - 1995
Union Bank of Switzerland 1986 - 1989
Skills
Market Data, Reference Data, Corporate Actions, Dividends, Fixed Income, Money Market, Bonds, Salesforce.com, Account Management, Relationship Management, Customer Retention, Customer Service, Long-term Customer..., Problem Solving, Outlook, SaaS, Financial Services, Business Relationship..., Strategic Partnerships, Sales Management, Financial Markets, Strategy, CRM, Product Management, Analytics, Sales, Finance, Management, Mutual Funds, Investments, Forecasting, Securities, Equities, Marketing, Business Analysis, Business Development
Education
Northeastern University - Graduate School of Business Administration 1996 — 1999
MBA
Bryant University 1989 — 1993
BS, Finance
SS&C PORTIA June 2014 - Present
Oracle May 2013 - June 2014
Interactive Data Corporation May 2009 - January 2012
Fidelity ActionsXchange June 2007 - April 2009
Interactive Data January 2000 - June 2007
Interactive Data April 1998 - January 2000
Putnam Investments January 1995 - April 1998
John Hancock Life Insurance Company (U.S.A.) 1993 - 1995
Union Bank of Switzerland 1986 - 1989
Skills
Market Data, Reference Data, Corporate Actions, Dividends, Fixed Income, Money Market, Bonds, Salesforce.com, Account Management, Relationship Management, Customer Retention, Customer Service, Long-term Customer..., Problem Solving, Outlook, SaaS, Financial Services, Business Relationship..., Strategic Partnerships, Sales Management, Financial Markets, Strategy, CRM, Product Management, Analytics, Sales, Finance, Management, Mutual Funds, Investments, Forecasting, Securities, Equities, Marketing, Business Analysis, Business Development
Education
Northeastern University - Graduate School of Business Administration 1996 — 1999
MBA
Bryant University 1989 — 1993
BS, Finance
Matthew Milone, PMP, MBA, CISSP Matthew Milone, PMP, MBA, CISSP's Putnam Investments Experience 1999 - 2000
Job Principal Security Architect at Dell SecureWorks
Industry Information Technology and Services
Experience
Dell SecureWorks October 2014 - Present
Dell SecureWorks October 2012 - October 2014
Dell SecureWorks March 2010 - October 2012
Quali-Craft, Inc. April 2009 - November 2011
Insight September 2006 - April 2009
Software Spectrum 2002 - 2006
Corporate Software June 2000 - June 2002
Putnam Investments 1999 - 2000
CompuCom 1996 - 1999
Skills
Management, SDLC, CRM, Project Management, Competitive Analysis, Business Process..., SIEM, Sales, Intrusion Detection, Information Security, E-commerce, PMP, Strategy, Pre-sales, Cross-functional Team..., Program Management, Leadership, Managed Security..., Task Force Management, Network Security
Education
Bryant University 1998 — 2001
MBA
University of Rhode Island 1989 — 1994
BA
Toll Gate High School 1985 — 1989
High school diploma
Dell SecureWorks October 2014 - Present
Dell SecureWorks October 2012 - October 2014
Dell SecureWorks March 2010 - October 2012
Quali-Craft, Inc. April 2009 - November 2011
Insight September 2006 - April 2009
Software Spectrum 2002 - 2006
Corporate Software June 2000 - June 2002
Putnam Investments 1999 - 2000
CompuCom 1996 - 1999
Skills
Management, SDLC, CRM, Project Management, Competitive Analysis, Business Process..., SIEM, Sales, Intrusion Detection, Information Security, E-commerce, PMP, Strategy, Pre-sales, Cross-functional Team..., Program Management, Leadership, Managed Security..., Task Force Management, Network Security
Education
Bryant University 1998 — 2001
MBA
University of Rhode Island 1989 — 1994
BA
Toll Gate High School 1985 — 1989
High school diploma
Kimberly Sharp's Putnam Investments Experience 2008 - 2009
Job Merchandising Lead SAP Implementation Team at BJ's Wholesale Club
Industry Retail
Experience
BJ's Wholesale Club November 2014 - Present
BJ's Wholesale Club 2014 - Present
BJ's Wholesale Club 2013 - 2013
BJ's Wholesale Club 2010 - 2013
BJ's Wholesale Club 2009 - 2010
Putnam Investments 2008 - 2009
Putnam Investments 2005 - 2007
Putnam Investments 2005 - 2005
Putnam Investments 2003 - 2005
Skills
Merchandising, Sales Trend Analysis, Marketing Strategy, Trend Analysis, Retail, Product Development, Competitive Analysis, Pricing, Forecasting, Budgets, Inventory Management, Marketing, Assortment, Time Management, Private Label, Planograms, Team Building, Leadership, Retail Sales, Market Research, Negotiation, Big Box, Merchandise Planning, Retail Buying, Grocery, Sales, Customer Service, Logistics, Inventory Control, Visual Merchandising, Profit
Education
Bridgewater State College 2002 — 2004
B.S., Business
American University
International/Global Studies
BJ's Wholesale Club November 2014 - Present
BJ's Wholesale Club 2014 - Present
BJ's Wholesale Club 2013 - 2013
BJ's Wholesale Club 2010 - 2013
BJ's Wholesale Club 2009 - 2010
Putnam Investments 2008 - 2009
Putnam Investments 2005 - 2007
Putnam Investments 2005 - 2005
Putnam Investments 2003 - 2005
Skills
Merchandising, Sales Trend Analysis, Marketing Strategy, Trend Analysis, Retail, Product Development, Competitive Analysis, Pricing, Forecasting, Budgets, Inventory Management, Marketing, Assortment, Time Management, Private Label, Planograms, Team Building, Leadership, Retail Sales, Market Research, Negotiation, Big Box, Merchandise Planning, Retail Buying, Grocery, Sales, Customer Service, Logistics, Inventory Control, Visual Merchandising, Profit
Education
Bridgewater State College 2002 — 2004
B.S., Business
American University
International/Global Studies
Karen Ganz's Putnam Investments Experience 1996 - 2001
Job at Sharon Public Schools
Industry Primary/Secondary Education
Experience
Sharon Public Schools September 2005 - Present
Putnam Investments 1996 - 2001
Chubb 1988 - 1995
Eden Financial 1987 - 1988
C E Holt & Co 1984 - 1986
Education
Bridgewater State University 1983 — 1987
BA, English
Bishop Feehan High School 1979 — 1983
Sharon Public Schools September 2005 - Present
Putnam Investments 1996 - 2001
Chubb 1988 - 1995
Eden Financial 1987 - 1988
C E Holt & Co 1984 - 1986
Education
Bridgewater State University 1983 — 1987
BA, English
Bishop Feehan High School 1979 — 1983
Mark Drozeck Mark Drozeck's Putnam Investments Experience 1992 - 1994
Job Business Systems Analyst/Mainframe Application Developer
Industry Information Technology and Services
Experience
Sun Life Financial 2014 - Present
DST Systems 2003 - 2012
DST Technologies 2002 - 2003
PFPC 1996 - 2002
Analog Devices 1994 - 1996
Putnam Investments 1992 - 1994
CSC 1987 - 1991
Skills
Project Management, Analysis, Management, Software Project..., Software Development, Software Documentation, SAP, Programming, Systems Analysis, Process Improvement, Business Requirements, ISPF, Vendor Management, New Business Development, Business Analysis
Education
Bryant University 1982 — 1986
Bachelor of Science (B.S.), Dual Major: Computer and Information Sciences, Actuarial Mathematics
Sun Life Financial 2014 - Present
DST Systems 2003 - 2012
DST Technologies 2002 - 2003
PFPC 1996 - 2002
Analog Devices 1994 - 1996
Putnam Investments 1992 - 1994
CSC 1987 - 1991
Skills
Project Management, Analysis, Management, Software Project..., Software Development, Software Documentation, SAP, Programming, Systems Analysis, Process Improvement, Business Requirements, ISPF, Vendor Management, New Business Development, Business Analysis
Education
Bryant University 1982 — 1986
Bachelor of Science (B.S.), Dual Major: Computer and Information Sciences, Actuarial Mathematics
Henry Acacia's Putnam Investments Experience February 1998 - November 1998
Job Customer Service at Eversource
Industry Utilities
Experience
NSTAR, now Eversource Energy June 2001 - Present
Techmar December 2000 - February 2001
Blue Cross Blue Shield of Massachusetts July 2000 - November 2000
Consumer Credit Counseling Service of Southern New England January 1999 - July 2000
Putnam Investments February 1998 - November 1998
Skills
Customer Service, Business Development, CRM, Training, Leadership, Management
Education
Clark University 2002 — 2003
Master Certificate, PC Service and Support
Xintra Institute of Technology 2001 — 2002
Web Design Certificate, Macromedia Web Design
Bridgewater State University 1991 — 1997
BS, Psychology, Fine Arts
NSTAR, now Eversource Energy June 2001 - Present
Techmar December 2000 - February 2001
Blue Cross Blue Shield of Massachusetts July 2000 - November 2000
Consumer Credit Counseling Service of Southern New England January 1999 - July 2000
Putnam Investments February 1998 - November 1998
Skills
Customer Service, Business Development, CRM, Training, Leadership, Management
Education
Clark University 2002 — 2003
Master Certificate, PC Service and Support
Xintra Institute of Technology 2001 — 2002
Web Design Certificate, Macromedia Web Design
Bridgewater State University 1991 — 1997
BS, Psychology, Fine Arts
Lori Gorman Lori Gorman's Putnam Investments Experience January 2002 - March 2005
Job Sales Agent at ReMax Right Choice
Industry Real Estate
Experience
RE/MAX RIGHT CHOICE November 2014 - Present
GE Healthcare October 2011 - Present
Highland Real Estate June 2003 - November 2014
PAA Laboratories GmbH January 2009 - October 2011
Putnam Investments January 2002 - March 2005
Skills
QuickBooks, Notary Public, Real Estate, Property Management, Sales, Bookkeeping, Office Management, Customer Service, Event Planning, Accounts Payable, Accounting, Accounts Receivable, Customer Satisfaction, Finance, Insurance, Invoicing, Outlook, Sales Management, Training
Education
University of Massachusetts Dartmouth 2000 — 2003
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
Bristol Community College 1998 — 2000
Associate of Arts (AA), Business Administration and Management, General
RE/MAX RIGHT CHOICE November 2014 - Present
GE Healthcare October 2011 - Present
Highland Real Estate June 2003 - November 2014
PAA Laboratories GmbH January 2009 - October 2011
Putnam Investments January 2002 - March 2005
Skills
QuickBooks, Notary Public, Real Estate, Property Management, Sales, Bookkeeping, Office Management, Customer Service, Event Planning, Accounts Payable, Accounting, Accounts Receivable, Customer Satisfaction, Finance, Insurance, Invoicing, Outlook, Sales Management, Training
Education
University of Massachusetts Dartmouth 2000 — 2003
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
Bristol Community College 1998 — 2000
Associate of Arts (AA), Business Administration and Management, General
Amanda Rix's Putnam Investments Experience January 2014 - Present
Job Compliance Analyst at Putnam Investments
Industry Marketing and Advertising
Experience
Putnam Investments January 2014 - Present
Hasbro August 2013 - December 2013
University Directories May 2013 - August 2013
University of New Hampshire September 2010 - May 2013
Skills
Outstanding..., Sales Management, Marketing Communications, News Writing, Sales, Microsoft Excel, Internal Communications, Sales Process, Microsoft Office, Microsoft Word, Time Management, Outlook, Teamwork, Data Entry, PowerPoint, Social Networking, Customer Service
Education
University of New Hampshire 2009 — 2013
Bachelor of Arts (B.A.), Communication, General
Regents College London 2012 — 2012
International and Intercultural Communication
Bryant University 2011 — 2012
Putnam Investments January 2014 - Present
Hasbro August 2013 - December 2013
University Directories May 2013 - August 2013
University of New Hampshire September 2010 - May 2013
Skills
Outstanding..., Sales Management, Marketing Communications, News Writing, Sales, Microsoft Excel, Internal Communications, Sales Process, Microsoft Office, Microsoft Word, Time Management, Outlook, Teamwork, Data Entry, PowerPoint, Social Networking, Customer Service
Education
University of New Hampshire 2009 — 2013
Bachelor of Arts (B.A.), Communication, General
Regents College London 2012 — 2012
International and Intercultural Communication
Bryant University 2011 — 2012
Paul Stickney Paul Stickney's Putnam Investments Experience December 2013 - Present
Job Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 2013 - Present
Dividend Capital August 2005 - December 2013
Putnam Investments August 1995 - July 2005
OppenheimerFunds March 1989 - August 1995
Pilgrim Distributors September 1987 - February 1989
Colonial Investment Services May 1986 - August 1987
Thomson McKinnon Securties December 1981 - May 1986
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Investments, Asset Management, Real Estate, Golf, Asset Allocation
Education
Brown University 1977 — 1981
Bachelor's degree, Biology, General
Putnam Investments December 2013 - Present
Dividend Capital August 2005 - December 2013
Putnam Investments August 1995 - July 2005
OppenheimerFunds March 1989 - August 1995
Pilgrim Distributors September 1987 - February 1989
Colonial Investment Services May 1986 - August 1987
Thomson McKinnon Securties December 1981 - May 1986
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Investments, Asset Management, Real Estate, Golf, Asset Allocation
Education
Brown University 1977 — 1981
Bachelor's degree, Biology, General
Britney Curtin's Putnam Investments Experience November 2013 - Present
Job Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments November 2013 - Present
Putnam Investments July 2013 - November 2013
Education
Bryant University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Griffith University
Putnam Investments November 2013 - Present
Putnam Investments July 2013 - November 2013
Education
Bryant University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Griffith University
Jerry Cross's Putnam Investments Experience December 1996 - August 1997
Job AVP, Marketing Fulfillment
Industry Financial Services
Experience
Natixis Global Asset Management 2012 - Present
Corporation Service Company August 2006 - August 2012
Merrill Communications 2000 - 2006
CPSDirect January 2000 - November 2000
Liberty Funds Distributor 1997 - 2000
White Hen Pantry August 1987 - September 1997
Putnam Investments December 1996 - August 1997
Edward Jones Investments April 1995 - May 1996
One Price Dry Cleaning 1991 - 1994
White Hen Pantry 1986 - 1987
Skills
Branch Management, Team Building, Project Implementation, Customer Service, Team Management, Team Leadership, Training & Development, Operations Management, Vendor Relations, Customer Relations, Account Management, Print Production, Inventory Management, Presentations, Sales, Profit Center Management, Entrepreneurship, Management, Leadership
Education
University of Massachusetts Boston
Bachelors, Business Management, Finance
Bryant University
Business
Somerville High School
Natixis Global Asset Management 2012 - Present
Corporation Service Company August 2006 - August 2012
Merrill Communications 2000 - 2006
CPSDirect January 2000 - November 2000
Liberty Funds Distributor 1997 - 2000
White Hen Pantry August 1987 - September 1997
Putnam Investments December 1996 - August 1997
Edward Jones Investments April 1995 - May 1996
One Price Dry Cleaning 1991 - 1994
White Hen Pantry 1986 - 1987
Skills
Branch Management, Team Building, Project Implementation, Customer Service, Team Management, Team Leadership, Training & Development, Operations Management, Vendor Relations, Customer Relations, Account Management, Print Production, Inventory Management, Presentations, Sales, Profit Center Management, Entrepreneurship, Management, Leadership
Education
University of Massachusetts Boston
Bachelors, Business Management, Finance
Bryant University
Business
Somerville High School
Heather Andrews (Axner) Heather Andrews (Axner)'s Putnam Investments Experience June 2008 - December 2008
Job Business Planning Manager
Industry Retail
Experience
The TJX Companies, Inc. April 2015 - Present
The TJX Companies, Inc. June 2014 - April 2015
The TJX Companies, Inc. May 2013 - June 2014
Dana-Farber Cancer Institute June 2012 - May 2013
The Hanover Insurance Group April 2012 - June 2012
The Hanover Insurance Group June 2010 - April 2012
FM Global September 2009 - April 2010
Aetna June 2009 - January 2010
Putnam Investments June 2008 - December 2008
Skills
Analytics, Financial Modeling, Compensation, Executive Compensation, Equity Compensation, Market Analysis, Business Analytics, Microsoft Office, Excel, PowerPoint, Access, Budget Analysis, Budget Development, Forecasting
Education
Bryant University 2006 — 2010
Bachelor of Science in Business Administration, Double Concentration in Finance & Management, Minor in Legal Studies
The George Washington University - School of Business
Associate’s Certificate in Business Analysis (C.B.A.)
The TJX Companies, Inc. April 2015 - Present
The TJX Companies, Inc. June 2014 - April 2015
The TJX Companies, Inc. May 2013 - June 2014
Dana-Farber Cancer Institute June 2012 - May 2013
The Hanover Insurance Group April 2012 - June 2012
The Hanover Insurance Group June 2010 - April 2012
FM Global September 2009 - April 2010
Aetna June 2009 - January 2010
Putnam Investments June 2008 - December 2008
Skills
Analytics, Financial Modeling, Compensation, Executive Compensation, Equity Compensation, Market Analysis, Business Analytics, Microsoft Office, Excel, PowerPoint, Access, Budget Analysis, Budget Development, Forecasting
Education
Bryant University 2006 — 2010
Bachelor of Science in Business Administration, Double Concentration in Finance & Management, Minor in Legal Studies
The George Washington University - School of Business
Associate’s Certificate in Business Analysis (C.B.A.)
Katie Tracy's Putnam Investments Experience December 2007 - December 2009
Job Pricing Analyst at BJ's Wholesale Club
Industry Wholesale
Experience
BJ's Wholesale Club September 2015 - Present
BJ's Wholesale Club November 2014 - September 2015
The Clarks Companies, N.A. May 2012 - November 2014
The Clarks Companies, N.A. January 2011 - May 2012
Putnam Investments December 2007 - December 2009
Putnam Investments July 2006 - December 2007
The Dodge Company June 2005 - June 2006
Ion Track Instruments June 2002 - August 2003
Skills
Microsoft Excel, Customer Satisfaction, Customer Service, Microsoft Office, Accounts Payable, Sales, Outlook, Accounting, Accounts Receivable, Time Management, Purchasing, Management, Access, PowerPoint, Inventory Management, Leadership
Education
Bridgewater State College 2003 — 2007
Bachelor's of Science with a concentration in, Human Resources
BJ's Wholesale Club September 2015 - Present
BJ's Wholesale Club November 2014 - September 2015
The Clarks Companies, N.A. May 2012 - November 2014
The Clarks Companies, N.A. January 2011 - May 2012
Putnam Investments December 2007 - December 2009
Putnam Investments July 2006 - December 2007
The Dodge Company June 2005 - June 2006
Ion Track Instruments June 2002 - August 2003
Skills
Microsoft Excel, Customer Satisfaction, Customer Service, Microsoft Office, Accounts Payable, Sales, Outlook, Accounting, Accounts Receivable, Time Management, Purchasing, Management, Access, PowerPoint, Inventory Management, Leadership
Education
Bridgewater State College 2003 — 2007
Bachelor's of Science with a concentration in, Human Resources
Jonathan Petty's Putnam Investments Experience 2000 - 2001
Job Institutional Client Services at Stone Harbor Investment Partners LP
Industry Investment Management
Experience
Stone Harbor Investment Partners LP 2011 - Present
Knight Capital Markets LLC 2010 - 2010
Lehman Brothers Asset Management LLC 2006 - 2010
Loomis, Sayles & Co., L.P. 2001 - 2006
Putnam Investments 2000 - 2001
Loomis, Sayles & Co., L.P. 1998 - 2000
Brown Brothers Harriman & Co. 1995 - 1998
Chemical Securities Inc. 1994 - 1995
Kidder, Peabody & Co., Inc. 1994 - 1994
Donaldson, Lufkin & Jenrette Securities Corp. 1993 - 1993
Skills
Fixed Income, High Yield, Emerging Markets, Relationship Management, Consultant Relations, Portfolio Analysis, Bloomberg, Equities, Alternative Investments, Investment Grade, Investments, Mutual Funds, Trading, Due Diligence, Investment Management, Portfolio Management, Asset Management
Education
Brown University 1990 — 1994
B.A., History
Deerfield Academy 1987 — 1990
Stone Harbor Investment Partners LP 2011 - Present
Knight Capital Markets LLC 2010 - 2010
Lehman Brothers Asset Management LLC 2006 - 2010
Loomis, Sayles & Co., L.P. 2001 - 2006
Putnam Investments 2000 - 2001
Loomis, Sayles & Co., L.P. 1998 - 2000
Brown Brothers Harriman & Co. 1995 - 1998
Chemical Securities Inc. 1994 - 1995
Kidder, Peabody & Co., Inc. 1994 - 1994
Donaldson, Lufkin & Jenrette Securities Corp. 1993 - 1993
Skills
Fixed Income, High Yield, Emerging Markets, Relationship Management, Consultant Relations, Portfolio Analysis, Bloomberg, Equities, Alternative Investments, Investment Grade, Investments, Mutual Funds, Trading, Due Diligence, Investment Management, Portfolio Management, Asset Management
Education
Brown University 1990 — 1994
B.A., History
Deerfield Academy 1987 — 1990
John Cunningham, CBCP's Putnam Investments Experience July 2003 - December 2004
Job Business Resiliency Management Lead at Marsh & McLennan Companies, Inc.
Industry Insurance
Experience
Marsh & McLennan Companies, Inc. January 2014 - Present
Mercer November 2012 - December 2013
Mercer February 2011 - November 2012
Mercer February 2007 - February 2011
Mercer HRS December 2004 - February 2007
Putnam Investments July 2003 - December 2004
Putnam Investments January 2001 - July 2003
Fidelity Investments 2000 - 2001
Skills
Defined Benefit, Employee Benefits, 401k, ERISA, Deferred Compensation, Benefits Administration, Mutual Funds, Retirement, Pensions, Management, Defined Contribution, Insurance, Financial Services, Series 63, Outsourcing, Pension Administration, Retirement Planning, Series 7, Securities, Process Improvement, Relationship Management, Health Insurance, Wealth Management, Human Resources, Executive Pay, Series 6, Vendor Management, BPO, Performance Management, Leadership, Employee Engagement, HRIS, Succession Planning, Talent Management, PeopleSoft, Mergers & Acquisitions, Onboarding, Employee Relations, Workforce Planning, HR Consulting, Call Centers, Talent Acquisition, COBRA, Organizational Design, Personnel Management, Business Process, Job Evaluation, College Recruiting, Risk Management
Education
Bryant University
CFP Certification Program
Merrimack College
BA, Political Science
Providence Country Day
College Prep
University of Salzburg
Marsh & McLennan Companies, Inc. January 2014 - Present
Mercer November 2012 - December 2013
Mercer February 2011 - November 2012
Mercer February 2007 - February 2011
Mercer HRS December 2004 - February 2007
Putnam Investments July 2003 - December 2004
Putnam Investments January 2001 - July 2003
Fidelity Investments 2000 - 2001
Skills
Defined Benefit, Employee Benefits, 401k, ERISA, Deferred Compensation, Benefits Administration, Mutual Funds, Retirement, Pensions, Management, Defined Contribution, Insurance, Financial Services, Series 63, Outsourcing, Pension Administration, Retirement Planning, Series 7, Securities, Process Improvement, Relationship Management, Health Insurance, Wealth Management, Human Resources, Executive Pay, Series 6, Vendor Management, BPO, Performance Management, Leadership, Employee Engagement, HRIS, Succession Planning, Talent Management, PeopleSoft, Mergers & Acquisitions, Onboarding, Employee Relations, Workforce Planning, HR Consulting, Call Centers, Talent Acquisition, COBRA, Organizational Design, Personnel Management, Business Process, Job Evaluation, College Recruiting, Risk Management
Education
Bryant University
CFP Certification Program
Merrimack College
BA, Political Science
Providence Country Day
College Prep
University of Salzburg
Jack H Singleton Jack H Singleton's Putnam Investments Experience 1997 - 1999
Job Domain Partner at Wipro Technologies
Industry Financial Services
Experience
Wipro Technologies January 2011 - December 2011
Nexperient, LLC April 2009 - December 2010
State Street 2006 - 2008
State Street 1999 - 2006
Putnam Investments 1997 - 1999
MFS Investment Management 1993 - 1997
Skills
Mutual Funds, Equities, Fixed Income, Asset Managment, Relationship Management, Securities, Financial Services, Strategy, Financial Risk, Business Analysis, Market Risk, Banking, Portfolio Management, Alternative Investments, Asset Management, Business Process..., Risk Management, Management, Business Intelligence, Valuation
Education
Bryant University 1971 — 1975
B.S., Finance
Wipro Technologies January 2011 - December 2011
Nexperient, LLC April 2009 - December 2010
State Street 2006 - 2008
State Street 1999 - 2006
Putnam Investments 1997 - 1999
MFS Investment Management 1993 - 1997
Skills
Mutual Funds, Equities, Fixed Income, Asset Managment, Relationship Management, Securities, Financial Services, Strategy, Financial Risk, Business Analysis, Market Risk, Banking, Portfolio Management, Alternative Investments, Asset Management, Business Process..., Risk Management, Management, Business Intelligence, Valuation
Education
Bryant University 1971 — 1975
B.S., Finance
Aisha Whichard Aisha Whichard's Putnam Investments Experience December 2008 - May 2009
Job Inventory Coordinator at Quickcomm
Industry Wireless
Experience
Quickcomm January 2012 - Present
Outback Steakhouse September 2010 - May 2012
Verizon Wireless June 2009 - January 2012
Putnam Investments December 2008 - May 2009
Putnam Investments December 2008 - May 2009
Bryant University September 2006 - December 2008
GE Capital Solutions June 2008 - September 2008
GE Commercial Finance June 2008 - August 2008
West Haven Parks and Recreation January 2002 - January 2006
Skills
Training, Program Management, Management, Marketing Communications
Education
Bryant University 2005 — 2009
Bachelor of Science in Business Administration, Marketing, Finance and Actuarial Mathematics
Bryant University 2005 — 2009
Bachelor of Science, Business Administration
Quickcomm January 2012 - Present
Outback Steakhouse September 2010 - May 2012
Verizon Wireless June 2009 - January 2012
Putnam Investments December 2008 - May 2009
Putnam Investments December 2008 - May 2009
Bryant University September 2006 - December 2008
GE Capital Solutions June 2008 - September 2008
GE Commercial Finance June 2008 - August 2008
West Haven Parks and Recreation January 2002 - January 2006
Skills
Training, Program Management, Management, Marketing Communications
Education
Bryant University 2005 — 2009
Bachelor of Science in Business Administration, Marketing, Finance and Actuarial Mathematics
Bryant University 2005 — 2009
Bachelor of Science, Business Administration
Brian Hutter, CFA Brian Hutter, CFA's Putnam Investments Experience March 2010 - Present
Job Quantitative Analyst at Putnam Investments
Industry Investment Management
Experience
Putnam Investments March 2010 - Present
Putnam Investments January 2006 - February 2010
LECG August 2003 - January 2006
Skills
Equities, Valuation, Portfolio Management, Financial Modeling, Quantitative Analytics, Econometrics, Investment Strategies, VBA, Alternative Investments, Financial Analysis, Quantitative Research, Investments
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Brown University 1999 — 2003
B.A., Mathematical-Economics
Putnam Investments March 2010 - Present
Putnam Investments January 2006 - February 2010
LECG August 2003 - January 2006
Skills
Equities, Valuation, Portfolio Management, Financial Modeling, Quantitative Analytics, Econometrics, Investment Strategies, VBA, Alternative Investments, Financial Analysis, Quantitative Research, Investments
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Brown University 1999 — 2003
B.A., Mathematical-Economics
Andrew Piatelli Andrew Piatelli's Putnam Investments Experience June 2014 - Present
Job Regional Marketing Associate Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2014 - Present
Putnam Investments November 2013 - Present
Aite Group May 2011 - August 2011
Wakefield Moving and May 2010 - August 2010
Skills
Market Research, Business Strategy, Marketing, Spanish, Investments, Financial Analysis, Microsoft Excel, Marketing Strategy, Business Development, Analysis, Competitive Analysis
Education
Bryant University 2009 — 2013
Bachelor of Science in International Business, Finance, Spanish
St. John's Preparatory School
Universidad de Sevilla
Putnam Investments June 2014 - Present
Putnam Investments November 2013 - Present
Aite Group May 2011 - August 2011
Wakefield Moving and May 2010 - August 2010
Skills
Market Research, Business Strategy, Marketing, Spanish, Investments, Financial Analysis, Microsoft Excel, Marketing Strategy, Business Development, Analysis, Competitive Analysis
Education
Bryant University 2009 — 2013
Bachelor of Science in International Business, Finance, Spanish
St. John's Preparatory School
Universidad de Sevilla
Kim DelVecchio's Putnam Investments Experience 2007 - Present
Job Executive Assistant, Global Distribution at Putnam Investments
Industry Financial Services
Experience
Putnam Investments 2007 - Present
Putnam Investments 2000 - 2006
Putnam Investments 1999 - 2000
Putnam Investments 1997 - 1998
Haemonetics 1994 - 1997
Skills
Outlook, Lotus Notes, Administrative...
Education
Bridgewater State University 1978 — 1982
Bachelor's Degree, Political Science
Putnam Investments 2007 - Present
Putnam Investments 2000 - 2006
Putnam Investments 1999 - 2000
Putnam Investments 1997 - 1998
Haemonetics 1994 - 1997
Skills
Outlook, Lotus Notes, Administrative...
Education
Bridgewater State University 1978 — 1982
Bachelor's Degree, Political Science
Lorri Schaaf's Putnam Investments Experience 1994 - 1996
Job Operations Team Lead at Mercer
Industry Financial Services
Experience
Mercer July 2007 - Present
Merrill Lynch \ Princeton Retirement Group September 2001 - June 2007
Fleet Bank 1996 - September 2001
Putnam Investments 1994 - 1996
Skills
Employee Benefits, HR Consulting, Performance Management, Talent Management, Employee Engagement, Benefits Administration, Employee Relations, Deferred Compensation, Personnel Management, Change Management, Vendor Management, HR Policies
Education
Bridgewater State University 1987 — 1991
BA Communication
Mercer July 2007 - Present
Merrill Lynch \ Princeton Retirement Group September 2001 - June 2007
Fleet Bank 1996 - September 2001
Putnam Investments 1994 - 1996
Skills
Employee Benefits, HR Consulting, Performance Management, Talent Management, Employee Engagement, Benefits Administration, Employee Relations, Deferred Compensation, Personnel Management, Change Management, Vendor Management, HR Policies
Education
Bridgewater State University 1987 — 1991
BA Communication
Jennifer Ellert Trzepacz's Putnam Investments Experience 1993 - 1998
Job
Industry Human Resources
Experience
Rocket Fuel Inc. January 2015 - Present
Lithium Technologies January 2013 - January 2015
LivingSocial May 2011 - December 2012
Salesforce.com 2009 - May 2011
Electronic Arts 2007 - 2009
Yahoo January 2004 - September 2007
CNET Networks 2000 - 2003
BankBoston 1998 - 2000
Putnam Investments 1993 - 1998
Skills
Onboarding, Talent Acquisition, Performance Management, Talent Management, Recruiting, Start-ups, Strategic Partnerships, Human Resources, Employee Relations, Employee Engagement, Applicant Tracking..., Leadership, Organizational..., CRM, Workforce Planning, Leadership Development, Internet Recruiting
Education
Simmons College - Simmons School of Management 1998 — 2000
MBA
Bryant University
BA
Rocket Fuel Inc. January 2015 - Present
Lithium Technologies January 2013 - January 2015
LivingSocial May 2011 - December 2012
Salesforce.com 2009 - May 2011
Electronic Arts 2007 - 2009
Yahoo January 2004 - September 2007
CNET Networks 2000 - 2003
BankBoston 1998 - 2000
Putnam Investments 1993 - 1998
Skills
Onboarding, Talent Acquisition, Performance Management, Talent Management, Recruiting, Start-ups, Strategic Partnerships, Human Resources, Employee Relations, Employee Engagement, Applicant Tracking..., Leadership, Organizational..., CRM, Workforce Planning, Leadership Development, Internet Recruiting
Education
Simmons College - Simmons School of Management 1998 — 2000
MBA
Bryant University
BA
Jon Adani Jon Adani's Putnam Investments Experience 2001 - 2003
Job Helping Small Businesses to Operate More Efficiently
Industry Human Resources
Experience
TriNet April 2013 - Present
Philips Lifeline May 2009 - April 2013
Acoustic Magic January 2009 - May 2009
Jobfox, Inc July 2008 - December 2008
Eliassen Group February 2007 - June 2008
CareerBuilder.com July 2003 - December 2006
Putnam Investments 2001 - 2003
Skills
Solution Selling, Consultative Selling, Cold Calling, Customer Satisfaction, Outside Sales, Sales Presentations, New Business Development, Selling, Account Management, Healthcare, Medical Devices, C-Level Sales, Contract Negotiation, Human Resources, SaaS, Benefits Negotiation, Sales, Sales Process, Strategy, Lead Generation, Strategic Partnerships, Business Development, CRM, Sales Management, Leadership, Management, Training, Recruiting, Talent Acquisition, Employee Benefits, Employee Retention, Networking, Marketing, Salesforce.com, Building Relationships, Sales Operations, Direct Sales, Entrepreneurship, B2B, Cross-functional Team..., Product Launch, Professional Services, Key Account Management, Product Marketing, Competitive Analysis, Market Planning, Selling Skills, Executive Management, Start-ups
Education
Bryant University 1994 — 1998
Bachelors in Business Administration, Marketing
Wilbur Cross High School 1990 — 1994
TriNet April 2013 - Present
Philips Lifeline May 2009 - April 2013
Acoustic Magic January 2009 - May 2009
Jobfox, Inc July 2008 - December 2008
Eliassen Group February 2007 - June 2008
CareerBuilder.com July 2003 - December 2006
Putnam Investments 2001 - 2003
Skills
Solution Selling, Consultative Selling, Cold Calling, Customer Satisfaction, Outside Sales, Sales Presentations, New Business Development, Selling, Account Management, Healthcare, Medical Devices, C-Level Sales, Contract Negotiation, Human Resources, SaaS, Benefits Negotiation, Sales, Sales Process, Strategy, Lead Generation, Strategic Partnerships, Business Development, CRM, Sales Management, Leadership, Management, Training, Recruiting, Talent Acquisition, Employee Benefits, Employee Retention, Networking, Marketing, Salesforce.com, Building Relationships, Sales Operations, Direct Sales, Entrepreneurship, B2B, Cross-functional Team..., Product Launch, Professional Services, Key Account Management, Product Marketing, Competitive Analysis, Market Planning, Selling Skills, Executive Management, Start-ups
Education
Bryant University 1994 — 1998
Bachelors in Business Administration, Marketing
Wilbur Cross High School 1990 — 1994
Krista Thomas Krista Thomas's Putnam Investments Experience September 2007 - April 2008
Job Manager, Global Business Planning at Reebok International
Industry Marketing and Advertising
Experience
Reebok April 2015 - Present
Providence Children's Museum April 2014 - Present
Anheuser-Busch InBev April 2014 - April 2015
GTECH S.p.A. April 2011 - April 2014
GTECH S.p.A. April 2010 - April 2011
Consigli Construction May 2008 - April 2010
Putnam Investments September 2007 - April 2008
Skills
Business Strategy, Business Analysis, Competitive Analysis, Project Management, International Business..., Proposal Writing, Leadership, Management, Business Development, Project Planning, Sales, Marketing Strategy, Market Research, Team Leadership, Process Improvement, Forecasting, Analysis, Contract Negotiation, Account Management, Start-ups, New Business Development, Product Marketing
Education
Bryant University
Bachelor of Science in Business Administration, Finance and Communications
Reebok April 2015 - Present
Providence Children's Museum April 2014 - Present
Anheuser-Busch InBev April 2014 - April 2015
GTECH S.p.A. April 2011 - April 2014
GTECH S.p.A. April 2010 - April 2011
Consigli Construction May 2008 - April 2010
Putnam Investments September 2007 - April 2008
Skills
Business Strategy, Business Analysis, Competitive Analysis, Project Management, International Business..., Proposal Writing, Leadership, Management, Business Development, Project Planning, Sales, Marketing Strategy, Market Research, Team Leadership, Process Improvement, Forecasting, Analysis, Contract Negotiation, Account Management, Start-ups, New Business Development, Product Marketing
Education
Bryant University
Bachelor of Science in Business Administration, Finance and Communications
Corrie Ferguson's Putnam Investments Experience October 2009 - July 2011
Job Staff Accountant at QRGA, LLP
Industry Financial Services
Experience
QRGA, LLP October 2014 - Present
Rodman & Rodman, P.C. August 2013 - September 2014
John Hancock Life Insurance Company (U.S.A.) July 2011 - June 2013
Putnam Investments October 2009 - July 2011
Putnam Investments July 2008 - October 2009
Skills
Financial Reporting, Accounting, Financial Analysis, Account Reconciliation, Tax, Auditing, Internal Controls, Corporate Tax, Sarbanes-Oxley Act, Finance, Microsoft Excel, Mutual Funds, QuickBooks, Financial Services, Tax Preparation, Financial Accounting, Income Tax, Financial Statements, Tax Returns, Tax Accounting, GAAP
Education
Suffolk University 2012 — 2014
Master's Degree, Accounting
Bridgewater State College 2005 — 2008
Bachelor's degree, Accounting and Finance, Magna Cum Laude
QRGA, LLP October 2014 - Present
Rodman & Rodman, P.C. August 2013 - September 2014
John Hancock Life Insurance Company (U.S.A.) July 2011 - June 2013
Putnam Investments October 2009 - July 2011
Putnam Investments July 2008 - October 2009
Skills
Financial Reporting, Accounting, Financial Analysis, Account Reconciliation, Tax, Auditing, Internal Controls, Corporate Tax, Sarbanes-Oxley Act, Finance, Microsoft Excel, Mutual Funds, QuickBooks, Financial Services, Tax Preparation, Financial Accounting, Income Tax, Financial Statements, Tax Returns, Tax Accounting, GAAP
Education
Suffolk University 2012 — 2014
Master's Degree, Accounting
Bridgewater State College 2005 — 2008
Bachelor's degree, Accounting and Finance, Magna Cum Laude
Victoria Matos Victoria Matos's Putnam Investments Experience November 2000 - December 2006
Job Financial Services Professional
Industry Accounting
Experience
State Street January 2007 - July 2012
Putnam Investments November 2000 - December 2006
Harbor Tool Supply 1997 - 2000
Skills
Financial Analysis, Fund Accounting, Account Reconciliation, Mutual Funds, Financial Services, Bloomberg, Financial Reporting, General Ledger, Cash Management, Corporate Actions, Securities, Fixed Income, Microsoft Excel, Financial Statements, Accounting, Business Analysis, Accounts Payable, Finance, Settlement, Cash, Accounts Receivable
Education
Bridgewater State College
Bachelor of Science (BS)
Newbury College
A.S., Management
State Street January 2007 - July 2012
Putnam Investments November 2000 - December 2006
Harbor Tool Supply 1997 - 2000
Skills
Financial Analysis, Fund Accounting, Account Reconciliation, Mutual Funds, Financial Services, Bloomberg, Financial Reporting, General Ledger, Cash Management, Corporate Actions, Securities, Fixed Income, Microsoft Excel, Financial Statements, Accounting, Business Analysis, Accounts Payable, Finance, Settlement, Cash, Accounts Receivable
Education
Bridgewater State College
Bachelor of Science (BS)
Newbury College
A.S., Management
Emily Love's Putnam Investments Experience December 2008 - May 2009
Job Account Manager at MC2 Events Exhibits Environments
Industry Publishing
Experience
MC2 Events Exhibits Environments June 2015 - Present
Wellesley Information Services September 2010 - June 2015
Merchant Warehouse September 2009 - September 2010
Putnam Investments December 2008 - May 2009
Education
Bryant University 2005 — 2009
Bachelor of Science in Business Administration, Communication, Marketing
MC2 Events Exhibits Environments June 2015 - Present
Wellesley Information Services September 2010 - June 2015
Merchant Warehouse September 2009 - September 2010
Putnam Investments December 2008 - May 2009
Education
Bryant University 2005 — 2009
Bachelor of Science in Business Administration, Communication, Marketing
Jackie Cavanaugh Jackie Cavanaugh's Putnam Investments Experience December 2011 - Present
Job Research Analyst / PM Global Financials at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 2011 - Present
Janus Capital Group January 2005 - December 2011
Goldman Sachs November 2002 - January 2005
DLJ August 2000 - June 2002
Goldman Sachs August 1995 - July 1998
Skills
Equity Research, Equity Valuation, Hedge Funds, Equities, DCF, Mutual Funds, Valuation, Financial Modeling, Series 7, Asset Managment, Investments, Portfolio Management, Capital Markets, Investor Relations, Financial Analysis, Credit Analysis, Corporate Finance, Due Diligence, Financial Services, Securities Regulation
Education
Harvard Business School 1998 — 2000
MBA, Corporate Finance
Brown University 1991 — 1995
BA, Economics, Public Policy
Putnam Investments December 2011 - Present
Janus Capital Group January 2005 - December 2011
Goldman Sachs November 2002 - January 2005
DLJ August 2000 - June 2002
Goldman Sachs August 1995 - July 1998
Skills
Equity Research, Equity Valuation, Hedge Funds, Equities, DCF, Mutual Funds, Valuation, Financial Modeling, Series 7, Asset Managment, Investments, Portfolio Management, Capital Markets, Investor Relations, Financial Analysis, Credit Analysis, Corporate Finance, Due Diligence, Financial Services, Securities Regulation
Education
Harvard Business School 1998 — 2000
MBA, Corporate Finance
Brown University 1991 — 1995
BA, Economics, Public Policy
Dan Sowa Dan Sowa's Putnam Investments Experience November 2008 - April 2010
Job Business Banker II at Citizens Financial Group
Industry Financial Services
Experience
Citizens Financial Group April 2010 - Present
Putnam Investments November 2008 - April 2010
Education
Bryant University 2008 — 2010
MBA, Strategic Management
Citizens Financial Group April 2010 - Present
Putnam Investments November 2008 - April 2010
Education
Bryant University 2008 — 2010
MBA, Strategic Management
Joseph Senato's Putnam Investments Experience January 2007 - Present
Job Derivatives Portfolio Accounting Supervisor
Industry Financial Services
Experience
Putnam Investments January 2007 - Present
John Hancock September 2006 - January 2007
Investors Bank and Trust September 2004 - February 2006
JP Morgan FCS 2004 - 2004
State Street Corporation June 1995 - August 2003
Skills
Mutual Funds, Fixed Income, Equities, Investments, Portfolio Management, Hedge Funds, Derivatives, Financial Services, Alternative Investments, Corporate Actions, Trading, Fund Accounting, Bloomberg, Asset Management
Education
Bridgewater State College 1995 — 1999
Bachelor of Science (B.S.), Managment Science & Finance
Putnam Investments January 2007 - Present
John Hancock September 2006 - January 2007
Investors Bank and Trust September 2004 - February 2006
JP Morgan FCS 2004 - 2004
State Street Corporation June 1995 - August 2003
Skills
Mutual Funds, Fixed Income, Equities, Investments, Portfolio Management, Hedge Funds, Derivatives, Financial Services, Alternative Investments, Corporate Actions, Trading, Fund Accounting, Bloomberg, Asset Management
Education
Bridgewater State College 1995 — 1999
Bachelor of Science (B.S.), Managment Science & Finance
Paul Michaud Paul Michaud's Putnam Investments Experience 1997 - 1999
Job Partner Regional Head of Canada at Capital Markets Advisors
Industry Financial Services
Experience
Capital Markets Advisors June 2012 - Present
Nebility September 2010 - Present
IBM 2004 - October 2010
Duke Energy 2002 - 2004
PricewaterhouseCoopers 2001 - 2002
Putnam Investments 1997 - 1999
UBS Investment Bank 1995 - 1997
Skills
Trading, Trading Systems, Electronic Trading, Risk Management, Energy Trading, Energy Risk Management, IT Strategy, Systems Architecture, High Performance..., Operational Risk, Transaction Processing, Quantitative Finance, Financial Economics, Enterprise Architecture, Derivatives, Business Analysis, Business Process..., SaaS, High Availability, System Architecture, Project Management, Financial Markets, Econometrics, SOA, Finance, Economics, Commodity Markets, Business Transformation, Management Consulting, Big Data, Cloud Computing, Distributed Systems, Distributed Development, Distributed Applications, Asset Management, Investment Banking, Enterprise Software, Financial Services, Analytics, Banking, Equities, Investments, Fixed Income, Valuation, Enterprise Risk..., Portfolio Management, Strategy, Financial Risk, Analysis
Education
University of Reading 1995 — 1996
Masters of Science, International Securities Investments and Banking
Queen's University 1994 — 1995
Masters of Arts, Economics
Brock University
Bachelor of Arts, Mathematics and Economics
Capital Markets Advisors June 2012 - Present
Nebility September 2010 - Present
IBM 2004 - October 2010
Duke Energy 2002 - 2004
PricewaterhouseCoopers 2001 - 2002
Putnam Investments 1997 - 1999
UBS Investment Bank 1995 - 1997
Skills
Trading, Trading Systems, Electronic Trading, Risk Management, Energy Trading, Energy Risk Management, IT Strategy, Systems Architecture, High Performance..., Operational Risk, Transaction Processing, Quantitative Finance, Financial Economics, Enterprise Architecture, Derivatives, Business Analysis, Business Process..., SaaS, High Availability, System Architecture, Project Management, Financial Markets, Econometrics, SOA, Finance, Economics, Commodity Markets, Business Transformation, Management Consulting, Big Data, Cloud Computing, Distributed Systems, Distributed Development, Distributed Applications, Asset Management, Investment Banking, Enterprise Software, Financial Services, Analytics, Banking, Equities, Investments, Fixed Income, Valuation, Enterprise Risk..., Portfolio Management, Strategy, Financial Risk, Analysis
Education
University of Reading 1995 — 1996
Masters of Science, International Securities Investments and Banking
Queen's University 1994 — 1995
Masters of Arts, Economics
Brock University
Bachelor of Arts, Mathematics and Economics
Don Alden Don Alden's Putnam Investments Experience January 1998 - 2003
Job
Industry Marketing and Advertising
Experience
Alden Marketing Group Inc. 2006 - Present
Alden Marketing Group Inc. 2006 - Present
Alden Marketing Group Inc. December 2003 - Present
Stephens Investment Management 2009 - 2015
Grimes & Company 2011 - 2012
Goodwin Procter LLP 2011 - 2012
State Street 2010 - 2011
Boston Scientific December 2005 - March 2008
Putnam Investments January 1998 - 2003
Putnam Investments 1998 - 2003
Skills
SEO, Brand Development, Marketing Strategy, E-commerce, Marketing Communications, Social Media Marketing, Creative Strategy, Digital Marketing, Digital Media, Business Development, CRM, Strategic Partnerships, Creative Direction, Digital Strategy, Marketing, Entrepreneurship, Financial Services, Management, Product Management, Start-ups, Advertising, User Experience, Salesforce.com, Strategy, B2B, Social Media, PPC, Interactive Marketing, New Business Development, Content Strategy, Mobile Devices, Web Marketing, Web Design, Leadership, Email Marketing, B2B Marketing, Integrated Marketing, Analytics, Web Analytics, Lead Generation, Online Marketing
Education
Rhode Island School of Design 1979 — 1983
BFA, Semiotics, Graphic design, marketing
Brown University 1979 — 1983
Courses as part of RISD degree, Business, linguistics
Alden Marketing Group Inc. 2006 - Present
Alden Marketing Group Inc. 2006 - Present
Alden Marketing Group Inc. December 2003 - Present
Stephens Investment Management 2009 - 2015
Grimes & Company 2011 - 2012
Goodwin Procter LLP 2011 - 2012
State Street 2010 - 2011
Boston Scientific December 2005 - March 2008
Putnam Investments January 1998 - 2003
Putnam Investments 1998 - 2003
Skills
SEO, Brand Development, Marketing Strategy, E-commerce, Marketing Communications, Social Media Marketing, Creative Strategy, Digital Marketing, Digital Media, Business Development, CRM, Strategic Partnerships, Creative Direction, Digital Strategy, Marketing, Entrepreneurship, Financial Services, Management, Product Management, Start-ups, Advertising, User Experience, Salesforce.com, Strategy, B2B, Social Media, PPC, Interactive Marketing, New Business Development, Content Strategy, Mobile Devices, Web Marketing, Web Design, Leadership, Email Marketing, B2B Marketing, Integrated Marketing, Analytics, Web Analytics, Lead Generation, Online Marketing
Education
Rhode Island School of Design 1979 — 1983
BFA, Semiotics, Graphic design, marketing
Brown University 1979 — 1983
Courses as part of RISD degree, Business, linguistics
Mike Balzarini's Putnam Investments Experience November 2010 - March 2011
Job Workforce Planning Manager II at Wayfair.com
Industry Internet
Experience
Wayfair September 2015 - Present
Wayfair March 2011 - September 2015
Putnam Investments November 2010 - March 2011
Putnam Investments March 2010 - November 2010
Putnam Investments January 2009 - March 2010
Skills
IEX Total View, Pipkins, Monet, Microsoft Excel, Microsoft SQL Server, Microsoft Office, Outlook, Lotus Notes, Mindalign, Spark, ADP Payroll, Management, Forecasting, Customer Service, Performance Management, Call Centers, Time Management, Leadership, Process Improvement, Analysis
Education
Bridgewater State College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Wayfair September 2015 - Present
Wayfair March 2011 - September 2015
Putnam Investments November 2010 - March 2011
Putnam Investments March 2010 - November 2010
Putnam Investments January 2009 - March 2010
Skills
IEX Total View, Pipkins, Monet, Microsoft Excel, Microsoft SQL Server, Microsoft Office, Outlook, Lotus Notes, Mindalign, Spark, ADP Payroll, Management, Forecasting, Customer Service, Performance Management, Call Centers, Time Management, Leadership, Process Improvement, Analysis
Education
Bridgewater State College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Victor Colon's Putnam Investments Experience December 2008 - September 2009
Job Senior Associate Data Analyst at State Street
Industry Financial Services
Experience
State Street January 2015 - Present
State Street December 2013 - January 2015
State Street February 2012 - December 2013
State Street June 2010 - February 2012
State Street Bank January 2010 - June 2010
Putnam Investments December 2008 - September 2009
M.B.C. Recovery January 2006 - January 2008
Skills
Mutual Funds, Investments, Relationship Management, Finance, Risk Management, Business Analysis, Asset Managment, Financial Services, Portfolio Management, Financial Analysis, Equities, Bloomberg, Banking, Fixed Income, Sales, Vendor Management, Customer Service, Pricing, Process Improvement, Data Analysis, Market Data, Microsoft Excel, Microsoft Office
Education
Bridgewater State University
Bachelors; Accounting and Finance
State Street January 2015 - Present
State Street December 2013 - January 2015
State Street February 2012 - December 2013
State Street June 2010 - February 2012
State Street Bank January 2010 - June 2010
Putnam Investments December 2008 - September 2009
M.B.C. Recovery January 2006 - January 2008
Skills
Mutual Funds, Investments, Relationship Management, Finance, Risk Management, Business Analysis, Asset Managment, Financial Services, Portfolio Management, Financial Analysis, Equities, Bloomberg, Banking, Fixed Income, Sales, Vendor Management, Customer Service, Pricing, Process Improvement, Data Analysis, Market Data, Microsoft Excel, Microsoft Office
Education
Bridgewater State University
Bachelors; Accounting and Finance
Jessica Simpson's Putnam Investments Experience August 2013 - March 2015
Job Client Development Representative at Seismic Software
Industry Computer Software
Experience
Seismic Software March 2015 - Present
Putnam Investments August 2013 - March 2015
Brown Brothers Harriman March 2013 - August 2013
Brown Brothers Harriman September 2011 - March 2013
California First Leasing Corporation September 2010 - May 2011
Skills
Salesforce.com, Reporting & Analysis, Microsoft Office, Financial Services, Finance, Account Reconciliation, Microsoft Excel, Derivatives, Fund Accounting, Teamwork, Bloomberg Terminal, Swaps, VRS, Client Services, Fixed Income, Investments, Management, Public Relations, Event Planning, Marketing, Social Media, Financial Analysis, CRM, Equities, Sales, Analysis, Payroll, Recruiting, Portfolio Management, Mutual Funds
Education
Bryant University 2006 — 2010
Bachelor of Science, Business Administration; Marketing
King Philip
Seismic Software March 2015 - Present
Putnam Investments August 2013 - March 2015
Brown Brothers Harriman March 2013 - August 2013
Brown Brothers Harriman September 2011 - March 2013
California First Leasing Corporation September 2010 - May 2011
Skills
Salesforce.com, Reporting & Analysis, Microsoft Office, Financial Services, Finance, Account Reconciliation, Microsoft Excel, Derivatives, Fund Accounting, Teamwork, Bloomberg Terminal, Swaps, VRS, Client Services, Fixed Income, Investments, Management, Public Relations, Event Planning, Marketing, Social Media, Financial Analysis, CRM, Equities, Sales, Analysis, Payroll, Recruiting, Portfolio Management, Mutual Funds
Education
Bryant University 2006 — 2010
Bachelor of Science, Business Administration; Marketing
King Philip
Christina Aurilio Christina Aurilio's Putnam Investments Experience December 2008 - April 2009
Job Stylist
Industry Consumer Services
Experience
G Aveda Salon & Spa July 2015 - Present
Salon K August 2013 - March 2014
Amica Mutual Insurance Co. June 2009 - July 2013
Putnam Investments December 2008 - April 2009
Skills
Account Management, Management, Customer Service, Insurance Sales, Sales, PowerPoint, Microsoft Office, Marketing, Microsoft Excel, Time Management, Microsoft Word, Leadership, Social Media, Team Building, Sales Management
Education
Aveda Institute Las Vegas 2014 — 2015
Cosmetology
Bryant University 2005 — 2009
G Aveda Salon & Spa July 2015 - Present
Salon K August 2013 - March 2014
Amica Mutual Insurance Co. June 2009 - July 2013
Putnam Investments December 2008 - April 2009
Skills
Account Management, Management, Customer Service, Insurance Sales, Sales, PowerPoint, Microsoft Office, Marketing, Microsoft Excel, Time Management, Microsoft Word, Leadership, Social Media, Team Building, Sales Management
Education
Aveda Institute Las Vegas 2014 — 2015
Cosmetology
Bryant University 2005 — 2009
Douglas Burns Douglas Burns's Putnam Investments Experience November 2003 - February 2007
Job Senior Financial Analyst / Strategic Planning / Collaboration / Decision Support
Industry Financial Services
Experience
Fidelity Investments December 2010 - Present
Fidelity Investments February 2007 - November 2010
Putnam Investments November 2003 - February 2007
Skills
Financial Analysis, Forecasting, Financial Reporting, Financial Modeling, Strategic Planning, Finance, Microsoft Excel, Essbase, Salesforce.com, Department Budgeting, Advanced Spreadsheet..., Revenue Analysis, Management Reporting, Portfolio Management, Valuation, Equities, Financial Services, Mutual Funds, Analytics, People Skills, Investments, Financial Planning
Education
Bryant University
Master of Business Administration (MBA)
Providence College 1999 — 2003
Bachelor of Science, Finance
Fidelity Investments December 2010 - Present
Fidelity Investments February 2007 - November 2010
Putnam Investments November 2003 - February 2007
Skills
Financial Analysis, Forecasting, Financial Reporting, Financial Modeling, Strategic Planning, Finance, Microsoft Excel, Essbase, Salesforce.com, Department Budgeting, Advanced Spreadsheet..., Revenue Analysis, Management Reporting, Portfolio Management, Valuation, Equities, Financial Services, Mutual Funds, Analytics, People Skills, Investments, Financial Planning
Education
Bryant University
Master of Business Administration (MBA)
Providence College 1999 — 2003
Bachelor of Science, Finance
Jeff Steacie's Putnam Investments Experience June 2006 - August 2006
Job Experienced Business Professional with background in Service Operations Management and Analytics
Industry Insurance
Experience
European & US Travel May 2015 - August 2015
James Cook Languages, Freelance October 2014 - April 2015
Liberty Mutual Insurance October 2013 - August 2014
The Hanover Insurance Group April 2012 - October 2013
The Hanover Insurance Group March 2012 - March 2013
Hanover Insurance June 2010 - April 2012
Bryant University February 2007 - May 2010
The Hanover Insurance Group June 2009 - August 2009
Fastenal June 2008 - August 2008
Putnam Investments June 2006 - August 2006
Skills
Leadership, Process Improvement, Analysis, Business Analysis, Microsoft Excel, Access, Public Speaking, Data Analysis, Risk Management, Financial Analysis, Operations Management, Time Management, Outlook, Sales, Accounting, Project Management, Strategic Planning, Team Management, Underwriting, Business Process, Marketing, Commercial Insurance, Relationship Management, Volunteering, Property & Casualty...
Education
Bryant University 2006 — 2010
BSBA, Finance, Magna cum laude with honors program distinction
European & US Travel May 2015 - August 2015
James Cook Languages, Freelance October 2014 - April 2015
Liberty Mutual Insurance October 2013 - August 2014
The Hanover Insurance Group April 2012 - October 2013
The Hanover Insurance Group March 2012 - March 2013
Hanover Insurance June 2010 - April 2012
Bryant University February 2007 - May 2010
The Hanover Insurance Group June 2009 - August 2009
Fastenal June 2008 - August 2008
Putnam Investments June 2006 - August 2006
Skills
Leadership, Process Improvement, Analysis, Business Analysis, Microsoft Excel, Access, Public Speaking, Data Analysis, Risk Management, Financial Analysis, Operations Management, Time Management, Outlook, Sales, Accounting, Project Management, Strategic Planning, Team Management, Underwriting, Business Process, Marketing, Commercial Insurance, Relationship Management, Volunteering, Property & Casualty...
Education
Bryant University 2006 — 2010
BSBA, Finance, Magna cum laude with honors program distinction
tina Albrecht's Putnam Investments Experience June 1998 - February 2006
Job Instructional Assistant at Town of Sharon
Industry Education Management
Experience
Town of Sharon November 2014 - Present
ABACUS August 2005 - November 2014
Putnam Investments June 1998 - February 2006
Skills
Microsoft Office, Customer Service, Public Speaking, Teaching, Microsoft Word, Microsoft Excel, PowerPoint, Event Planning, Coaching, Nonprofits
Education
Bristol Community College 2011 — 2015
none, Early Childhood Education and Teaching
Town of Sharon November 2014 - Present
ABACUS August 2005 - November 2014
Putnam Investments June 1998 - February 2006
Skills
Microsoft Office, Customer Service, Public Speaking, Teaching, Microsoft Word, Microsoft Excel, PowerPoint, Event Planning, Coaching, Nonprofits
Education
Bristol Community College 2011 — 2015
none, Early Childhood Education and Teaching
A. Joseph Collette A. Joseph Collette's Putnam Investments Experience February 1996 - April 2005
Job Head of HR Solutions, Senior Vice President at Citizens Bank
Industry Financial Services
Experience
Citizens Bank January 2013 - Present
Royal Bank of Scotland November 2008 - January 2013
Citizens Bank September 2007 - November 2008
Citizens Bank April 2005 - July 2007
Putnam Investments February 1996 - April 2005
CSC Consulting May 1995 - February 1996
MPM September 1994 - May 1995
Great Woods Center for the Performing Arts September 1992 - September 1994
GTE September 1987 - September 1992
Skills
PeopleSoft, Business Process..., Business Analysis, Project Management, PMP, Six Sigma, HRIS, System Development, Change Management, Vendor Management, Process Improvement, SDLC, Business Requirements, Program Management, Performance Management, Leadership, Management, Software Project..., PMO, Business Intelligence, Service Delivery, Analysis, Business Process, Business Strategy, Human Resources, Strategy, IT Strategy, Business Process...
Education
Bryant University 1995 — 2000
MBA
Stonehill College 1989 — 1995
BA
Coyle Cassidy 1983 — 1987
Citizens Bank January 2013 - Present
Royal Bank of Scotland November 2008 - January 2013
Citizens Bank September 2007 - November 2008
Citizens Bank April 2005 - July 2007
Putnam Investments February 1996 - April 2005
CSC Consulting May 1995 - February 1996
MPM September 1994 - May 1995
Great Woods Center for the Performing Arts September 1992 - September 1994
GTE September 1987 - September 1992
Skills
PeopleSoft, Business Process..., Business Analysis, Project Management, PMP, Six Sigma, HRIS, System Development, Change Management, Vendor Management, Process Improvement, SDLC, Business Requirements, Program Management, Performance Management, Leadership, Management, Software Project..., PMO, Business Intelligence, Service Delivery, Analysis, Business Process, Business Strategy, Human Resources, Strategy, IT Strategy, Business Process...
Education
Bryant University 1995 — 2000
MBA
Stonehill College 1989 — 1995
BA
Coyle Cassidy 1983 — 1987
Ben Fisher Ben Fisher's Putnam Investments Experience June 1999 - December 2011
Job Director at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance March 2015 - Present
Medtronic (formerly Covidien) December 2011 - March 2015
Putnam Investments June 1999 - December 2011
Skills
Vendor Management, Process Improvement, Financial Services, Cross-functional Team..., Risk Management, Forecasting, Continuous Improvement, Operations Management, Mutual Funds, Access, Business Analysis, Call Centers, Customer Service, Financial Analysis, Six Sigma, Business Process..., Analysis, Leadership
Education
Bryant University 1995 — 1999
BS BA, Finance
Liberty Mutual Insurance March 2015 - Present
Medtronic (formerly Covidien) December 2011 - March 2015
Putnam Investments June 1999 - December 2011
Skills
Vendor Management, Process Improvement, Financial Services, Cross-functional Team..., Risk Management, Forecasting, Continuous Improvement, Operations Management, Mutual Funds, Access, Business Analysis, Call Centers, Customer Service, Financial Analysis, Six Sigma, Business Process..., Analysis, Leadership
Education
Bryant University 1995 — 1999
BS BA, Finance
Jacqueline Brock Jacqueline Brock's Putnam Investments Experience August 2004 - April 2005
Job Senior Business Analyst
Industry Financial Services
Experience
ING U.S. April 2010 - Present
ING North America formerly Citistreet Legacy April 2005 - 2007
Putnam Investments August 2004 - April 2005
MFS Investment Management March 1999 - June 2001
Skills
Payroll, Cash Management, Mutual Funds, Account Reconciliation, CRM
Education
Bristol Community College 1993 — 1994
certificate, business
ING U.S. April 2010 - Present
ING North America formerly Citistreet Legacy April 2005 - 2007
Putnam Investments August 2004 - April 2005
MFS Investment Management March 1999 - June 2001
Skills
Payroll, Cash Management, Mutual Funds, Account Reconciliation, CRM
Education
Bristol Community College 1993 — 1994
certificate, business
Jessica Desfosses Jessica Desfosses's Putnam Investments Experience January 2008 - January 2010
Job Accounts Payable Accountant at FusionStorm
Industry Accounting
Experience
FusionStorm July 2014 - Present
Constitution Properties, HomeVestors February 2013 - July 2014
Putnam Investments January 2008 - January 2010
Putnam Investments July 2006 - January 2008
Boston University Eye Associates September 2003 - June 2004
WebMD June 2003 - September 2003
Chainstore Maintenance September 2002 - June 2003
Skills
QuickBooks, Microsoft Excel, Accounts Payable, Microsoft Office, Communication Skills, Organizational..., Sage ACT!, Accounts Receivable, Financial Statements, Bank Reconciliation, NetSuite, Salesforce.com, Vendor Relations, Credit Card Transaction..., Payments, Accounting
Education
Southern New Hampshire University 2015 — 2017
Master of Business Administration (M.B.A.), Accounting
Bridgewater State College 2004 — 2008
Bachelor's degree, Accounting and Finance
FusionStorm July 2014 - Present
Constitution Properties, HomeVestors February 2013 - July 2014
Putnam Investments January 2008 - January 2010
Putnam Investments July 2006 - January 2008
Boston University Eye Associates September 2003 - June 2004
WebMD June 2003 - September 2003
Chainstore Maintenance September 2002 - June 2003
Skills
QuickBooks, Microsoft Excel, Accounts Payable, Microsoft Office, Communication Skills, Organizational..., Sage ACT!, Accounts Receivable, Financial Statements, Bank Reconciliation, NetSuite, Salesforce.com, Vendor Relations, Credit Card Transaction..., Payments, Accounting
Education
Southern New Hampshire University 2015 — 2017
Master of Business Administration (M.B.A.), Accounting
Bridgewater State College 2004 — 2008
Bachelor's degree, Accounting and Finance
Lauren Drummond's Putnam Investments Experience 2008 - 2009
Job Private Nurse at Home Health Mates
Industry Computer Software
Experience
Home Health Mates March 2011 - Present
Thermo Fisher Scientific 2011 - January 2011
TMC Services, Inc. 2010 - 2010
Putnam Investments 2008 - 2009
Education
Bridgewater State University 2003 — 2008
Business Management and Marketing
Lincoln High School 1999 — 2003
Home Health Mates March 2011 - Present
Thermo Fisher Scientific 2011 - January 2011
TMC Services, Inc. 2010 - 2010
Putnam Investments 2008 - 2009
Education
Bridgewater State University 2003 — 2008
Business Management and Marketing
Lincoln High School 1999 — 2003
Daniel Connors Daniel Connors's Putnam Investments Experience 1994 - 2005
Job Lead Program Integrator at GE Healthcare
Industry Information Technology and Services
Experience
GE Healthcare June 2008 - Present
GE Healthcare May 2007 - June 2008
BCBSVT April 2005 - April 2007
Putnam Investments 1994 - 2005
Skills
Cross-functional Team..., Product Development, Program Management, Project Management, Quality Assurance, Leadership, Strategy
Education
Champlain College 2009 — 2012
MBA, Performance Management
Bridgewater State College 1990 — 1993
Bachelor of Science
GE Healthcare June 2008 - Present
GE Healthcare May 2007 - June 2008
BCBSVT April 2005 - April 2007
Putnam Investments 1994 - 2005
Skills
Cross-functional Team..., Product Development, Program Management, Project Management, Quality Assurance, Leadership, Strategy
Education
Champlain College 2009 — 2012
MBA, Performance Management
Bridgewater State College 1990 — 1993
Bachelor of Science
Dione Eaton Dione Eaton's Putnam Investments Experience June 2005 - October 2009
Job Staff Assistant
Industry Higher Education
Experience
Massachusetts Maritime Academy April 2010 - Present
Putnam Investments June 2005 - October 2009
Skills
Public Speaking
Education
University of Massachusetts Dartmouth 2003 — 2007
Bachelor of Science, Finance
Bristol Community College 1999 — 2002
Associate's Degree, Liberal Arts
Massachusetts Maritime Academy April 2010 - Present
Putnam Investments June 2005 - October 2009
Skills
Public Speaking
Education
University of Massachusetts Dartmouth 2003 — 2007
Bachelor of Science, Finance
Bristol Community College 1999 — 2002
Associate's Degree, Liberal Arts
Jonathan Pitts, CPA, CFE's Putnam Investments Experience December 2003 - April 2004
Job Senior Forensic Auditor at Thacher Associates
Industry Accounting
Experience
Thacher Associates October 2013 - Present
Thacher Associates October 2011 - October 2013
MFA Cornerstone Consulting, LLC July 2010 - March 2011
MFA Cornerstone Consulting, LLC October 2008 - June 2010
Pepsi Bottling Group 2006 - 2008
Drug Enforcement Administration August 2005 - December 2005
Putnam Investments December 2003 - April 2004
Skills
GAAP, Internal Controls, Sarbanes-Oxley, General Ledger, Auditing, Business Process, Assurance, Account Reconciliation, SAS70, Financial Reporting, SOX 404, Accounting, Sarbanes-Oxley Act, CPA, US GAAP
Education
Bridgewater State University 2002 — 2006
Bachelor of Science, Accounting
The Washington Center 2005 — 2005
Thacher Associates October 2013 - Present
Thacher Associates October 2011 - October 2013
MFA Cornerstone Consulting, LLC July 2010 - March 2011
MFA Cornerstone Consulting, LLC October 2008 - June 2010
Pepsi Bottling Group 2006 - 2008
Drug Enforcement Administration August 2005 - December 2005
Putnam Investments December 2003 - April 2004
Skills
GAAP, Internal Controls, Sarbanes-Oxley, General Ledger, Auditing, Business Process, Assurance, Account Reconciliation, SAS70, Financial Reporting, SOX 404, Accounting, Sarbanes-Oxley Act, CPA, US GAAP
Education
Bridgewater State University 2002 — 2006
Bachelor of Science, Accounting
The Washington Center 2005 — 2005
Jenny Knuth Jenny Knuth's Putnam Investments Experience March 1996 - September 1997
Job FullStack Web Developer | All About UX
Industry Computer Software
Experience
Galvanize Inc April 2015 - Present
TrueJune Design August 2008 - Present
Labat Environmental, Inc. 2006 - Present
Freelance Designer / Self Employed 2012 - 2014
Freelance Editor 1996 - 2014
Jenny Knuth 2005 - 2010
UK Cochrane Centre 2000 - 2003
Putnam Investments March 1996 - September 1997
3:16, An Exhibit of Calligraphy 1989 - 1995
Skills
User Experience, Information Architecture, Web Design, Newsletters, Product Design, Editing, Content Strategy, Data Visualization, JavaScript, Web Development, CSS, HTML5, MongoDB, Public Speaking, Logo Design, User Interface Design, Technical Writing, D3.js, iOS Design, Branding & Identity, Writing, Proofreading, Data Analysis, Rapid Prototyping, User Stories, User Research, Content Management, Content Development, Wire Framing, Heuristic Evaluation, C++, Node.js, AngularJS, SASS, Python, Web Applications, JavaScriptMVC, Photography, Software Engineering, User Interface
Education
Galvanize Inc. 2015 — 2015
Full-Stack Web Development
University of Colorado Boulder 2015 — 2015
Computer Science, A
Harvard University 1997 — 1997
Landscape Ecology
University of Pennsylvania 1991 — 1992
Master's degree, Material Culture
Brown University 1985 — 1989
Bachelor of Arts (BA), Anthropology
coursera
Galvanize Inc April 2015 - Present
TrueJune Design August 2008 - Present
Labat Environmental, Inc. 2006 - Present
Freelance Designer / Self Employed 2012 - 2014
Freelance Editor 1996 - 2014
Jenny Knuth 2005 - 2010
UK Cochrane Centre 2000 - 2003
Putnam Investments March 1996 - September 1997
3:16, An Exhibit of Calligraphy 1989 - 1995
Skills
User Experience, Information Architecture, Web Design, Newsletters, Product Design, Editing, Content Strategy, Data Visualization, JavaScript, Web Development, CSS, HTML5, MongoDB, Public Speaking, Logo Design, User Interface Design, Technical Writing, D3.js, iOS Design, Branding & Identity, Writing, Proofreading, Data Analysis, Rapid Prototyping, User Stories, User Research, Content Management, Content Development, Wire Framing, Heuristic Evaluation, C++, Node.js, AngularJS, SASS, Python, Web Applications, JavaScriptMVC, Photography, Software Engineering, User Interface
Education
Galvanize Inc. 2015 — 2015
Full-Stack Web Development
University of Colorado Boulder 2015 — 2015
Computer Science, A
Harvard University 1997 — 1997
Landscape Ecology
University of Pennsylvania 1991 — 1992
Master's degree, Material Culture
Brown University 1985 — 1989
Bachelor of Arts (BA), Anthropology
coursera
Matt Deininger's Putnam Investments Experience November 2007 - March 2008
Job Retail IT Systems Administrator at PUMA North America
Industry Information Technology and Services
Experience
PUMA North America August 2011 - Present
PUMA North America January 2010 - August 2011
PUMA North America June 2009 - January 2010
Game Creek Video December 2003 - March 2009
Putnam Investments November 2007 - March 2008
Skills
Lotus Notes, Troubleshooting, Blackberry, Windows 7, Help Desk Support, Windows Server, ESXi, VMware
Education
University of Massachusetts Dartmouth 2006 — 2009
Bachelor's degree, Management Information Systems
Bridgewater State College 2004 — 2006
Computer Science
PUMA North America August 2011 - Present
PUMA North America January 2010 - August 2011
PUMA North America June 2009 - January 2010
Game Creek Video December 2003 - March 2009
Putnam Investments November 2007 - March 2008
Skills
Lotus Notes, Troubleshooting, Blackberry, Windows 7, Help Desk Support, Windows Server, ESXi, VMware
Education
University of Massachusetts Dartmouth 2006 — 2009
Bachelor's degree, Management Information Systems
Bridgewater State College 2004 — 2006
Computer Science
Bill Perry Bill Perry's Putnam Investments Experience September 1997 - December 2002
Job CEO at Standard Life Investments USA
Industry Financial Services
Experience
Standard Life Investments USA June 2008 - Present
Putnam Investments September 1997 - December 2002
Fidelity Investments 1994 - 1997
Ashland Management 1992 - 1994
Skills
Equities, Investments, Asset Managment, Capital Markets, Trading, Investment Management, Securities, Bonds, Fixed Income, Portfolio Management, Equity Trading, Trading Systems, Financial Markets, Bloomberg, Asset Management, Investment Advisory, Alternative Investments, Risk Management, Equity Research, Trading Strategies, Series 63, Hedge Funds, Series 7, Private Equity, Financial Services, Investment Banking, Electronic Trading, Strategic Financial..., ETFs, Options
Education
Brown University 1983 — 1988
Bachelor's degree, Organizational Behavior and Management
Brown University 1983 — 1988
Bachelor's degree, Organizational Behavior Studies
Standard Life Investments USA June 2008 - Present
Putnam Investments September 1997 - December 2002
Fidelity Investments 1994 - 1997
Ashland Management 1992 - 1994
Skills
Equities, Investments, Asset Managment, Capital Markets, Trading, Investment Management, Securities, Bonds, Fixed Income, Portfolio Management, Equity Trading, Trading Systems, Financial Markets, Bloomberg, Asset Management, Investment Advisory, Alternative Investments, Risk Management, Equity Research, Trading Strategies, Series 63, Hedge Funds, Series 7, Private Equity, Financial Services, Investment Banking, Electronic Trading, Strategic Financial..., ETFs, Options
Education
Brown University 1983 — 1988
Bachelor's degree, Organizational Behavior and Management
Brown University 1983 — 1988
Bachelor's degree, Organizational Behavior Studies
Greg Kearsley's Putnam Investments Experience 1997 - 1998
Job Manager, Consolidation Services at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2014 - Present
Student Nurse Journey December 2011 - January 2014
Hartford Life 2002 - January 2012
The Hartford 2000 - 2002
John Hancock Signature Services 1999 - 2000
John Hancock Signature Services 1998 - 1999
Putnam Investments 1997 - 1998
Fortis Investors / DFC 1994 - 1997
Skills
Sales Management, Direct Sales, Financial Planning, Coaching, New Business Development, Leadership, Training, Strategic Financial..., Team Building, Management, Budgets, Sales, Sales Process, Fundraising, Team Management, Finance, Customer Retention, Advertising, Onboarding
Education
Lesley University 2005 — 2006
Masters, Management Science
Bridgewater State University 1988 — 1990
BS, Business Management
Mass Bay Community 1985 — 1987
AD, Computer Information Systems
John Hancock Financial Services January 2014 - Present
Student Nurse Journey December 2011 - January 2014
Hartford Life 2002 - January 2012
The Hartford 2000 - 2002
John Hancock Signature Services 1999 - 2000
John Hancock Signature Services 1998 - 1999
Putnam Investments 1997 - 1998
Fortis Investors / DFC 1994 - 1997
Skills
Sales Management, Direct Sales, Financial Planning, Coaching, New Business Development, Leadership, Training, Strategic Financial..., Team Building, Management, Budgets, Sales, Sales Process, Fundraising, Team Management, Finance, Customer Retention, Advertising, Onboarding
Education
Lesley University 2005 — 2006
Masters, Management Science
Bridgewater State University 1988 — 1990
BS, Business Management
Mass Bay Community 1985 — 1987
AD, Computer Information Systems
Anthony Leo Anthony Leo's Putnam Investments Experience May 2000 - February 2001
Job Supervisor at Amazon
Industry Consumer Services
Experience
Amazon April 2015 - Present
Stellae International Inc. September 2014 - November 2014
Brown Brothers Harriman February 2001 - August 2014
Putnam Investments May 2000 - February 2001
Fidelity Investments August 1998 - May 2000
US Postal Service September 1985 - August 1998
Skills
Securities, Vendor Management, Mutual Funds, Financial Services, Bloomberg, Process Improvement, Fixed Income, Corporate Actions, Hedge Funds, Asset Management, Series 7, Equities, Human Resources, Leadership, Management, Training, Analysis, Employee Relations, Software Documentation, Team Leadership, Team Building, Succession Planning, Project Planning, Time Management, Finance, Change Management, Customer Service, Program Management, Business Development, Operations Management, Budgets
Education
Kingsborough Community College 2006 — 2008
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Bryant and Stratton College
Accounting
Newbury College
Business Management
Amazon April 2015 - Present
Stellae International Inc. September 2014 - November 2014
Brown Brothers Harriman February 2001 - August 2014
Putnam Investments May 2000 - February 2001
Fidelity Investments August 1998 - May 2000
US Postal Service September 1985 - August 1998
Skills
Securities, Vendor Management, Mutual Funds, Financial Services, Bloomberg, Process Improvement, Fixed Income, Corporate Actions, Hedge Funds, Asset Management, Series 7, Equities, Human Resources, Leadership, Management, Training, Analysis, Employee Relations, Software Documentation, Team Leadership, Team Building, Succession Planning, Project Planning, Time Management, Finance, Change Management, Customer Service, Program Management, Business Development, Operations Management, Budgets
Education
Kingsborough Community College 2006 — 2008
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Bryant and Stratton College
Accounting
Newbury College
Business Management
Sean Bourgeois's Putnam Investments Experience 1993 - 1995
Job Director at Millennial Media
Industry Internet
Experience
Millennial Media 2014 - Present
Sky Yield, S.L. 2009 - 2014
The Kessler Group 2007 - 2009
Yahoo! 2005 - 2007
Euroweb 1999 - 2003
AIG 1997 - 1999
EXOR SPA 1995 - 1997
Putnam Investments 1993 - 1995
Education
The University of Chicago - Booth School of Business 2003 — 2005
Master of Business Administration (M.B.A.)
Brown University 1989 — 1993
BA
Millennial Media 2014 - Present
Sky Yield, S.L. 2009 - 2014
The Kessler Group 2007 - 2009
Yahoo! 2005 - 2007
Euroweb 1999 - 2003
AIG 1997 - 1999
EXOR SPA 1995 - 1997
Putnam Investments 1993 - 1995
Education
The University of Chicago - Booth School of Business 2003 — 2005
Master of Business Administration (M.B.A.)
Brown University 1989 — 1993
BA
Daniel Ko's Putnam Investments Experience August 2009 - May 2012
Job Equity Analyst, Emerging Markets
Industry Investment Management
Experience
Delaware Investments June 2012 - Present
Putnam Investments August 2009 - May 2012
JP Morgan August 2002 - April 2007
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Brown University 1997 — 2001
A.B., Economics
Delaware Investments June 2012 - Present
Putnam Investments August 2009 - May 2012
JP Morgan August 2002 - April 2007
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Brown University 1997 — 2001
A.B., Economics
Peony Keve's Putnam Investments Experience 2002 - April 2010
Job Investment Officer at Massachusetts Pension Reserves Investment Management
Industry Investment Management
Experience
Massachusetts Pension Reserves Investment Management July 2008 - Present
Putnam Investments 2002 - April 2010
Renaissance Capital 1998 - 2001
Fleet Financial 1996 - 1998
Education
Brown University 1992 — 1996
Massachusetts Pension Reserves Investment Management July 2008 - Present
Putnam Investments 2002 - April 2010
Renaissance Capital 1998 - 2001
Fleet Financial 1996 - 1998
Education
Brown University 1992 — 1996
Jeannine Salcedo's Putnam Investments Experience 1992 - 1999
Job Marketing Professional
Industry Financial Services
Experience
Bank of America March 2011 - June 2015
The Hartford 2008 - 2011
MFS Investment Management 2007 - 2008
Fidelity 2006 - 2007
Wachovia Retirement Services 2002 - 2006
Capital Search Group 2000 - 2001
Liberty Funds Group 1999 - 2000
Putnam Investments 1992 - 1999
Skills
Financial Services, Marketing Communications, Corporate Branding, Project Management, Marketing, Direct Mail, Marketing Strategy, CRM, Marketing Management, Digital Marketing, Product Marketing, Social Media Marketing, Integrated Marketing, Market Research, Email Marketing
Education
Bridgewater State University 1984 — 1988
Bank of America March 2011 - June 2015
The Hartford 2008 - 2011
MFS Investment Management 2007 - 2008
Fidelity 2006 - 2007
Wachovia Retirement Services 2002 - 2006
Capital Search Group 2000 - 2001
Liberty Funds Group 1999 - 2000
Putnam Investments 1992 - 1999
Skills
Financial Services, Marketing Communications, Corporate Branding, Project Management, Marketing, Direct Mail, Marketing Strategy, CRM, Marketing Management, Digital Marketing, Product Marketing, Social Media Marketing, Integrated Marketing, Market Research, Email Marketing
Education
Bridgewater State University 1984 — 1988
Ed Martin, PMP's Putnam Investments Experience 2007 - 2007
Job Project Manager at Bank of America
Industry Computer Software
Experience
Bank of America September 2011 - Present
Fidelity Investments September 2007 - September 2011
Putnam Investments 2007 - 2007
Citizens Bank 2004 - 2005
Fleet Bank 2000 - 2004
Skills
MS Project, Oracle, Microsoft SQL Server, SQL, Project Management, Requirements Gathering, Program Management, PL/SQL, Enterprise Software, Software Documentation, Access, Testing, User Acceptance Testing, Microsoft Project
Education
Northeastern University 2001 — 2002
Graduate Certificate, Computer and Information Sciences and Support Services
Bridgewater State College 1984 — 1988
Business Administration and Management, General
Bank of America September 2011 - Present
Fidelity Investments September 2007 - September 2011
Putnam Investments 2007 - 2007
Citizens Bank 2004 - 2005
Fleet Bank 2000 - 2004
Skills
MS Project, Oracle, Microsoft SQL Server, SQL, Project Management, Requirements Gathering, Program Management, PL/SQL, Enterprise Software, Software Documentation, Access, Testing, User Acceptance Testing, Microsoft Project
Education
Northeastern University 2001 — 2002
Graduate Certificate, Computer and Information Sciences and Support Services
Bridgewater State College 1984 — 1988
Business Administration and Management, General
Tonya Melillo's Putnam Investments Experience 1997 - 2000
Job Local Childcare Coordinator at Cultural Care Au Pair
Industry Financial Services
Experience
Cultural Care Au Pair November 2013 - Present
Mercer June 2012 - June 2015
Fidelity Investments November 2007 - February 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2003 - 2005
State Street Research 2000 - 2003
Putnam Investments 1997 - 2000
Skills
Training, Management, Operations Management, Six Sigma, Retirement, Defined Contribution, Pensions, Defined Benefit, Benefits Administration
Education
Bryant University 2005 — 2007
MBA, Business
Bryant University 1993 — 1997
BS Business Administration, Finance
Cultural Care Au Pair November 2013 - Present
Mercer June 2012 - June 2015
Fidelity Investments November 2007 - February 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2003 - 2005
State Street Research 2000 - 2003
Putnam Investments 1997 - 2000
Skills
Training, Management, Operations Management, Six Sigma, Retirement, Defined Contribution, Pensions, Defined Benefit, Benefits Administration
Education
Bryant University 2005 — 2007
MBA, Business
Bryant University 1993 — 1997
BS Business Administration, Finance
Kristin Faulkner Ewald's Putnam Investments Experience June 1990 - January 2004
Job Experienced Business Analyst and Project Management Professional
Industry Financial Services
Experience
Contract Assignments May 2009 - Present
Mercer January 2004 - April 2009
Putnam Investments June 1990 - January 2004
Skills
Business Analysis, Mutual Funds, Benefits Administration, Project Management, Office Management, Meeting Scheduling, Financial Services, Vendor Management, Process Improvement, Management, Marketing
Education
Bridgewater State University
Contract Assignments May 2009 - Present
Mercer January 2004 - April 2009
Putnam Investments June 1990 - January 2004
Skills
Business Analysis, Mutual Funds, Benefits Administration, Project Management, Office Management, Meeting Scheduling, Financial Services, Vendor Management, Process Improvement, Management, Marketing
Education
Bridgewater State University
Doug Eckelkamp's Putnam Investments Experience November 2010 - January 2015
Job Director of Account Services at Stackpole
Industry Marketing and Advertising
Experience
Stackpole January 2015 - June 2015
Putnam Investments November 2010 - January 2015
Epsilon March 2008 - August 2010
Mullen November 1999 - March 2008
Direct Results Group 1997 - 1999
BBK Worldwide 1991 - 1993
Skills
Direct Marketing, Marketing Communications, Digital Marketing, Email Marketing, Interactive Marketing, Advertising, Social Media Marketing, Marketing Strategy, Direct Mail, Digital Strategy, Online Advertising, Customer Acquisition, Social Media, Account Management, Lead Generation, Online Marketing, Strategy, Management, Relationship Marketing, Creative Direction, CRM, Marketing, Analytics, Strategic Planning, Salesforce.com, Strategic Partnerships, Digital Media, Brand Development, Integrated Marketing
Education
Bridgewater State College
Bachelor of Arts, Communications
Stackpole January 2015 - June 2015
Putnam Investments November 2010 - January 2015
Epsilon March 2008 - August 2010
Mullen November 1999 - March 2008
Direct Results Group 1997 - 1999
BBK Worldwide 1991 - 1993
Skills
Direct Marketing, Marketing Communications, Digital Marketing, Email Marketing, Interactive Marketing, Advertising, Social Media Marketing, Marketing Strategy, Direct Mail, Digital Strategy, Online Advertising, Customer Acquisition, Social Media, Account Management, Lead Generation, Online Marketing, Strategy, Management, Relationship Marketing, Creative Direction, CRM, Marketing, Analytics, Strategic Planning, Salesforce.com, Strategic Partnerships, Digital Media, Brand Development, Integrated Marketing
Education
Bridgewater State College
Bachelor of Arts, Communications
Marli Piccolo's Putnam Investments Experience October 2012 - December 2014
Job Lead Plan Service Account Manager with Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement January 2015 - Present
Putnam Investments October 2012 - December 2014
The Hartford March 2008 - October 2012
Sun Life Financial January 2006 - March 2008
MFS Investment Management January 1996 - January 2006
Skills
Pensions, Employee Benefits, New Business Development, CRM, Management, Customer Service, Finance, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 6, Vendor Management, Relationship Management, 401k, FINRA, Defined Contribution, Networking, Financial Services, Business Planning, Credit, Training, Series 7, Human Resources, Securities, Customer Retention, Salesforce.com, Sales, Insurance, Fixed Annuities, ERISA, Wealth Management, Asset Allocation, Marathon
Education
University of Massachusetts Lowell 2003 — 2008
Liberal Arts, Sociology and Psychology
Massasoit Community College 1993 — 2000
AD, Business Administration
Bridgewater State University 1987 — 1988
Physical Education
Bishop Feehan High School 1983 — 1987
Mansfield Public Schools
EMPOWER Retirement January 2015 - Present
Putnam Investments October 2012 - December 2014
The Hartford March 2008 - October 2012
Sun Life Financial January 2006 - March 2008
MFS Investment Management January 1996 - January 2006
Skills
Pensions, Employee Benefits, New Business Development, CRM, Management, Customer Service, Finance, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 6, Vendor Management, Relationship Management, 401k, FINRA, Defined Contribution, Networking, Financial Services, Business Planning, Credit, Training, Series 7, Human Resources, Securities, Customer Retention, Salesforce.com, Sales, Insurance, Fixed Annuities, ERISA, Wealth Management, Asset Allocation, Marathon
Education
University of Massachusetts Lowell 2003 — 2008
Liberal Arts, Sociology and Psychology
Massasoit Community College 1993 — 2000
AD, Business Administration
Bridgewater State University 1987 — 1988
Physical Education
Bishop Feehan High School 1983 — 1987
Mansfield Public Schools
Catherine Ozioli Knight's Putnam Investments Experience September 2008 - Present
Job at Putnam Investments
Industry Financial Services
Experience
Putnam Investments September 2008 - Present
Romney for President, Inc. August 2007 - February 2008
Education
Brigham Young University 2004 — 2007
Putnam Investments September 2008 - Present
Romney for President, Inc. August 2007 - February 2008
Education
Brigham Young University 2004 — 2007
Connie Wright's Putnam Investments Experience 1995 - 2003
Job Senior Release and Problem Manager at Scholastic
Industry Information Technology and Services
Experience
Scholastic May 2012 - Present
Bank of America Merrill Lynch June 2010 - May 2012
Fidelity Investments May 2008 - February 2010
Fidelity Investments May 2006 - April 2008
Putnam Investments 1995 - 2003
Education
Brown University
ScB, Mathematics
Scholastic May 2012 - Present
Bank of America Merrill Lynch June 2010 - May 2012
Fidelity Investments May 2008 - February 2010
Fidelity Investments May 2006 - April 2008
Putnam Investments 1995 - 2003
Education
Brown University
ScB, Mathematics
James Cremins's Putnam Investments Experience September 1996 - January 1998
Job Sr. Business Systems Analyst at ING
Industry Financial Services
Experience
ING January 2010 - Present
ING February 1998 - Present
Putnam Investments September 1996 - January 1998
Skills
Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, Leadership, Business Requirements, SharePoint, Business Process..., Vendor Management
Education
Bryant University 1992 — 1996
B.S. in Business Administration, Finance with a minor in CIS
Xaverian 1988 — 1992
ING January 2010 - Present
ING February 1998 - Present
Putnam Investments September 1996 - January 1998
Skills
Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, Leadership, Business Requirements, SharePoint, Business Process..., Vendor Management
Education
Bryant University 1992 — 1996
B.S. in Business Administration, Finance with a minor in CIS
Xaverian 1988 — 1992
Kim Fiore's Putnam Investments Experience 1998 - 2007
Job Data Management Coordinator at Rhode Island College
Industry Higher Education
Experience
Rhode Island College October 2007 - Present
Putnam Investments 1998 - 2007
Skills
Higher Education
Education
Bryant University 2000 — 2004
MBA, Computer Information Systems
Rhode Island College 1991 — 1995
BA, Mathematics
Rhode Island College October 2007 - Present
Putnam Investments 1998 - 2007
Skills
Higher Education
Education
Bryant University 2000 — 2004
MBA, Computer Information Systems
Rhode Island College 1991 — 1995
BA, Mathematics
Eric Seasholtz's Putnam Investments Experience June 1991 - June 1993
Job Managing Director at Bonwick Capital Partners
Industry Financial Services
Experience
Bonwick Capital Partners October 2014 - Present
Providence Investment Management September 2013 - June 2014
Carillon Capital, LLC December 2012 - September 2013
E*TRADE Financial August 2001 - August 2012
GMAC ResCap February 2000 - August 2001
Redwood Trust 1999 - 2000
Ocwen 1993 - 1999
Putnam Investments June 1991 - June 1993
Skills
MBS, Fixed Income, Capital Markets, Structured Finance, ABS, Portfolio Management, Derivatives, Loans, Mortgage Servicing, Asset Managment, Residential Mortgages, Investment Valuation, Financial Modeling, Hedging, CMOS, Credit Risk, Credit Analysis, Interest Rate Risk..., Mortgage Lending, Asset Management, Banking, Financial Risk, Risk Management, Loan Origination, Trading
Education
Brown University 1987 — 1991
Bachelor of Arts (BA), Business/Managerial Economics
Bonwick Capital Partners October 2014 - Present
Providence Investment Management September 2013 - June 2014
Carillon Capital, LLC December 2012 - September 2013
E*TRADE Financial August 2001 - August 2012
GMAC ResCap February 2000 - August 2001
Redwood Trust 1999 - 2000
Ocwen 1993 - 1999
Putnam Investments June 1991 - June 1993
Skills
MBS, Fixed Income, Capital Markets, Structured Finance, ABS, Portfolio Management, Derivatives, Loans, Mortgage Servicing, Asset Managment, Residential Mortgages, Investment Valuation, Financial Modeling, Hedging, CMOS, Credit Risk, Credit Analysis, Interest Rate Risk..., Mortgage Lending, Asset Management, Banking, Financial Risk, Risk Management, Loan Origination, Trading
Education
Brown University 1987 — 1991
Bachelor of Arts (BA), Business/Managerial Economics
Lauren Towle's Putnam Investments Experience 1994 - 1999
Job Business Analyst at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust March 2005 - Present
Atlantic Trust June 2002 - Present
Evergreen Investments 1999 - 2001
Evergreen Investments 1999 - 2001
Putnam Investments 1994 - 1999
Skills
Mutual Funds, Equities
Education
Bridgewater State University
Atlantic Trust March 2005 - Present
Atlantic Trust June 2002 - Present
Evergreen Investments 1999 - 2001
Evergreen Investments 1999 - 2001
Putnam Investments 1994 - 1999
Skills
Mutual Funds, Equities
Education
Bridgewater State University
Cheryl Spillane's Putnam Investments Experience 1992 - Present
Job Director of Applications at Putnam Investments
Industry Information Technology and Services
Experience
Putnam Investments 1992 - Present
Skills
Vendor Management, SDLC, Business Analysis, Financial Services, Fixed Income, Business Requirements, CRM, Software Project..., IT Strategy, Business Intelligence, Data Warehousing, Requirements Gathering, PMO
Education
Bryant University 1988 — 1992
Putnam Investments 1992 - Present
Skills
Vendor Management, SDLC, Business Analysis, Financial Services, Fixed Income, Business Requirements, CRM, Software Project..., IT Strategy, Business Intelligence, Data Warehousing, Requirements Gathering, PMO
Education
Bryant University 1988 — 1992
Jeff DeBaggis's Putnam Investments Experience 1995 - 1998
Job Senior Operational Risk ConsultantAsset Management Risk and Compliance at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2014 - Present
Wells Fargo 2005 - Present
NatIxis Asset Management Services 1999 - 2005
Boston Financial Data Services 1998 - 1999
Putnam Investments 1995 - 1998
Skills
Mutual Funds, Financial Services, Back Office, Relationship Management, Risk Management, Trading, Wealth Management, Business Analysis
Education
Bridgewater State University 1991 — 1994
Franklin High
Wells Fargo 2014 - Present
Wells Fargo 2005 - Present
NatIxis Asset Management Services 1999 - 2005
Boston Financial Data Services 1998 - 1999
Putnam Investments 1995 - 1998
Skills
Mutual Funds, Financial Services, Back Office, Relationship Management, Risk Management, Trading, Wealth Management, Business Analysis
Education
Bridgewater State University 1991 — 1994
Franklin High
Nate St Gelais's Putnam Investments Experience April 2007 - Present
Job Finance
Industry Retail
Experience
The TJX Companies, Inc. March 2015 - Present
The TJX Companies, Inc. June 2012 - Present
Putnam Investments April 2007 - Present
Putnam Investments October 2005 - March 2007
Putnam Investments June 2005 - October 2005
Putnam Investments October 2003 - June 2005
Education
Suffolk University - Sawyer Business School 2005 — 2008
MBA, MBA - Finance
Bridgewater State College 1999 — 2004
Bachelor's, Accounting
The TJX Companies, Inc. March 2015 - Present
The TJX Companies, Inc. June 2012 - Present
Putnam Investments April 2007 - Present
Putnam Investments October 2005 - March 2007
Putnam Investments June 2005 - October 2005
Putnam Investments October 2003 - June 2005
Education
Suffolk University - Sawyer Business School 2005 — 2008
MBA, MBA - Finance
Bridgewater State College 1999 — 2004
Bachelor's, Accounting
Peony Keve, CFA, CAIA's Putnam Investments Experience January 2006 - July 2008
Job Investment Officer at Massachusetts Pension Reserves Investment Management
Industry Investment Management
Experience
Massachusetts Pension Reserves Investment Management July 2008 - Present
Putnam Investments January 2006 - July 2008
Skills
Asset Allocation, Due Diligence, Investment Management, Alternative Investments, Hedge Funds, Investments, Mutual Funds, Private Equity, Fixed Income, Asset Management, Investment Strategies, Equities, Corporate Development, Valuation, Financial Modeling
Education
Brown University
Massachusetts Pension Reserves Investment Management July 2008 - Present
Putnam Investments January 2006 - July 2008
Skills
Asset Allocation, Due Diligence, Investment Management, Alternative Investments, Hedge Funds, Investments, Mutual Funds, Private Equity, Fixed Income, Asset Management, Investment Strategies, Equities, Corporate Development, Valuation, Financial Modeling
Education
Brown University
Erin DeRoche's Putnam Investments Experience 2001 - 2007
Job Senior Vice President, Enterprise Compensation at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments October 2007 - December 2014
Putnam Investments 2001 - 2007
Partners HealthCare March 1998 - December 2001
Brigham and Women's Hospital May 1992 - March 1998
Skills
Performance Management, Employee Benefits, Onboarding, Executive Pay, Succession Planning, Talent Acquisition, Benefits Administration, Employee Engagement, Human Resources, Recruiting, Process Improvement
Education
Northeastern University 2011 — 2015
Master of Business Administration (MBA)
Lesley University 1995 — 2002
MS, HR Management
Bridgewater State University 1988 — 1992
BS, Industrial Psychology
Fidelity Investments January 2015 - Present
Fidelity Investments October 2007 - December 2014
Putnam Investments 2001 - 2007
Partners HealthCare March 1998 - December 2001
Brigham and Women's Hospital May 1992 - March 1998
Skills
Performance Management, Employee Benefits, Onboarding, Executive Pay, Succession Planning, Talent Acquisition, Benefits Administration, Employee Engagement, Human Resources, Recruiting, Process Improvement
Education
Northeastern University 2011 — 2015
Master of Business Administration (MBA)
Lesley University 1995 — 2002
MS, HR Management
Bridgewater State University 1988 — 1992
BS, Industrial Psychology
Jefferson Matkin, CFA's Putnam Investments Experience 2002 - 2008
Job Senior Product Manager
Industry Financial Services
Experience
Pioneer Investments October 2014 - Present
AIG Advisor Group July 2012 - October 2014
SunTrust Bank July 2010 - June 2012
Edward Jones March 2009 - June 2010
FRPL Finance Ltd. January 2008 - February 2009
Putnam Investments 2002 - 2008
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Wealth Management, Retirement Planning, Asset Managment, Fixed Income, Series 6, Investment Strategies, Equities, Retirement, Portfolio Management, Investment Advisory, Investment Management, Securities, FINRA, Financial Services, Uniform Combined State..., Asset Management, ETFs, Finance
Education
Georgia Institute of Technology 2011 — 2013
MBA, Finance, Accounting
Brigham Young University 1998 — 2002
Bachelor of Science, GIS, Minor in Business Management
Pioneer Investments October 2014 - Present
AIG Advisor Group July 2012 - October 2014
SunTrust Bank July 2010 - June 2012
Edward Jones March 2009 - June 2010
FRPL Finance Ltd. January 2008 - February 2009
Putnam Investments 2002 - 2008
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Wealth Management, Retirement Planning, Asset Managment, Fixed Income, Series 6, Investment Strategies, Equities, Retirement, Portfolio Management, Investment Advisory, Investment Management, Securities, FINRA, Financial Services, Uniform Combined State..., Asset Management, ETFs, Finance
Education
Georgia Institute of Technology 2011 — 2013
MBA, Finance, Accounting
Brigham Young University 1998 — 2002
Bachelor of Science, GIS, Minor in Business Management
Rob Hutchins's Putnam Investments Experience 1998 - 2002
Job Agent Recruitment/Activation at Connexion Point (Aetna)
Industry Financial Services
Experience
Connexion Point (cXp) August 2013 - Present
WealthVest Marketing October 2012 - March 2014
Investools/ TD Ameritrade August 2011 - September 2012
Onset Financial March 2011 - July 2011
Onset Financial August 2009 - July 2010
Keystone National Group May 2008 - July 2009
Sandera Resorts April 2005 - April 2007
Deutsche Asset Management September 2003 - March 2005
Putnam Investments 1998 - 2002
Skills
Account Management, Investments, Coaching, Mutual Funds, Financial Services, Banking, Sales, Training, Equities, Series 7, Financial Advisory, Private Equity, Series 63, Management, Alternative Investments, Marketing, Investment Advisory
Education
Brigham Young University 1983 — 1989
BS, Political Science
Connexion Point (cXp) August 2013 - Present
WealthVest Marketing October 2012 - March 2014
Investools/ TD Ameritrade August 2011 - September 2012
Onset Financial March 2011 - July 2011
Onset Financial August 2009 - July 2010
Keystone National Group May 2008 - July 2009
Sandera Resorts April 2005 - April 2007
Deutsche Asset Management September 2003 - March 2005
Putnam Investments 1998 - 2002
Skills
Account Management, Investments, Coaching, Mutual Funds, Financial Services, Banking, Sales, Training, Equities, Series 7, Financial Advisory, Private Equity, Series 63, Management, Alternative Investments, Marketing, Investment Advisory
Education
Brigham Young University 1983 — 1989
BS, Political Science
Deborah Muther's Putnam Investments Experience February 1997 - April 1999
Job 4th Grade Classroom Teacher at Providence Public Schools
Industry Higher Education
Experience
Providence Public Schools August 2012 - Present
Brown University June 2011 - August 2012
Textron December 2008 - August 2010
Textron March 2007 - December 2008
Textron June 2005 - March 2007
KVH Industries April 2003 - June 2005
ACT Electronics April 1999 - December 2001
Putnam Investments February 1997 - April 1999
Stride Rite May 1996 - February 1997
Texas Instruments March 1994 - May 1996
Skills
Six Sigma, Financial Analysis, Accounting, Process Improvement, Financial Reporting, Sarbanes-Oxley Act, SAP, Internal Controls, Hyperion Enterprise, Forecasting, Auditing, Budgets, Mergers, Microsoft Excel, Program Management
Education
Brown University 2011 — 2012
Master of Arts in Teaching (MAT), Elementary Education
Bryant University 1986 — 1990
Bachelor of Science (BS), Accounting
Providence Public Schools August 2012 - Present
Brown University June 2011 - August 2012
Textron December 2008 - August 2010
Textron March 2007 - December 2008
Textron June 2005 - March 2007
KVH Industries April 2003 - June 2005
ACT Electronics April 1999 - December 2001
Putnam Investments February 1997 - April 1999
Stride Rite May 1996 - February 1997
Texas Instruments March 1994 - May 1996
Skills
Six Sigma, Financial Analysis, Accounting, Process Improvement, Financial Reporting, Sarbanes-Oxley Act, SAP, Internal Controls, Hyperion Enterprise, Forecasting, Auditing, Budgets, Mergers, Microsoft Excel, Program Management
Education
Brown University 2011 — 2012
Master of Arts in Teaching (MAT), Elementary Education
Bryant University 1986 — 1990
Bachelor of Science (BS), Accounting
Rachel Eaton's Putnam Investments Experience December 2003 - April 2004
Job PHIAS
Industry Financial Services
Experience
Medical Mutual Insurance Company of North Carolina March 2012 - Present
John Hancock October 2010 - August 2011
John Hancock April 2010 - October 2010
John Hancock Life Insurance Company (U.S.A.) June 2008 - April 2010
John Hancock February 2007 - June 2008
State Street Bank and Trust August 2005 - February 2007
Putnam Investments December 2003 - April 2004
Skills
Process Improvement, Leadership
Education
Bridgewater State University 2001 — 2005
Bachelor's Degree, Management; International Relations
Bridgewater State University
Bachelor's Degree, Management; International Relations
Medical Mutual Insurance Company of North Carolina March 2012 - Present
John Hancock October 2010 - August 2011
John Hancock April 2010 - October 2010
John Hancock Life Insurance Company (U.S.A.) June 2008 - April 2010
John Hancock February 2007 - June 2008
State Street Bank and Trust August 2005 - February 2007
Putnam Investments December 2003 - April 2004
Skills
Process Improvement, Leadership
Education
Bridgewater State University 2001 — 2005
Bachelor's Degree, Management; International Relations
Bridgewater State University
Bachelor's Degree, Management; International Relations
Philippe Bibi's Putnam Investments Experience August 2001 - June 2008
Job Investor
Industry Investment Management
Experience
CIO Squared September 2010 - December 2012
Putnam Investments August 2001 - June 2008
Enron April 1995 - June 2001
Lehman Brothers 1992 - 1995
Bankers Trust June 1988 - July 1992
Skills
Venture Capital, Management, Equity Derivatives, IT Strategy, Hedge Funds, Management Consulting, Start-ups, Risk Management, Strategy, Asset Management, Investments, IT Management, Equities, Business Analysis, Vendor Management, Strategic Planning, Business Intelligence, Mergers & Acquisitions, SDLC, Trading, Fixed Income, Private Equity
Education
The London School of Economics and Political Science (LSE) 1984 — 1985
MSc, Systems Analysis & Finance
Brunel University London 1979 — 1983
BSc, Computer Science
CIO Squared September 2010 - December 2012
Putnam Investments August 2001 - June 2008
Enron April 1995 - June 2001
Lehman Brothers 1992 - 1995
Bankers Trust June 1988 - July 1992
Skills
Venture Capital, Management, Equity Derivatives, IT Strategy, Hedge Funds, Management Consulting, Start-ups, Risk Management, Strategy, Asset Management, Investments, IT Management, Equities, Business Analysis, Vendor Management, Strategic Planning, Business Intelligence, Mergers & Acquisitions, SDLC, Trading, Fixed Income, Private Equity
Education
The London School of Economics and Political Science (LSE) 1984 — 1985
MSc, Systems Analysis & Finance
Brunel University London 1979 — 1983
BSc, Computer Science
Judi Swirbalus's Putnam Investments Experience January 1998 - February 2011
Job Retired Managing Director at Putnam Investments
Industry Investment Management
Experience
Putnam Investments January 1998 - February 2011
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA, Finance and Accounting
Brown University 1982 — 1986
AB, Biology
Putnam Investments January 1998 - February 2011
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA, Finance and Accounting
Brown University 1982 — 1986
AB, Biology
Joseph Carmignani's Putnam Investments Experience August 1994 - October 1999
Job Assistant VicePresident, TaftHartley Client Management at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group October 2008 - Present
Fidelity Investments April 2007 - September 2008
New York Life Investment Management LLC November 1999 - March 2007
Putnam Investments August 1994 - October 1999
Education
Bridgewater State University 1990 — 1994
BS, Management Science
MassMutual Financial Group October 2008 - Present
Fidelity Investments April 2007 - September 2008
New York Life Investment Management LLC November 1999 - March 2007
Putnam Investments August 1994 - October 1999
Education
Bridgewater State University 1990 — 1994
BS, Management Science
Leah Dahlin's Putnam Investments Experience November 2008 - May 2009
Job Math Teacher at Rockland Public Schools
Industry Education Management
Experience
Rockland Public Schools September 2011 - Present
West End Creamery May 2003 - October 2009
Putnam Investments November 2008 - May 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Marketing, Microsoft Word, Social Media, Data Analysis, Access, Series 63, Time Management
Education
Lesley University 2012 — 2013
Master of Education (MEd), Mathematics, 4.0
Worcester State College 2009 — 2011
Teacher Licensure, Mathematics- Middle School Education, 3.91
Bryant University 2005 — 2009
Bachelor of Science, Marketing
Rockland Public Schools September 2011 - Present
West End Creamery May 2003 - October 2009
Putnam Investments November 2008 - May 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Marketing, Microsoft Word, Social Media, Data Analysis, Access, Series 63, Time Management
Education
Lesley University 2012 — 2013
Master of Education (MEd), Mathematics, 4.0
Worcester State College 2009 — 2011
Teacher Licensure, Mathematics- Middle School Education, 3.91
Bryant University 2005 — 2009
Bachelor of Science, Marketing
John Missirlis's Putnam Investments Experience September 1996 - April 1998
Job Program Director in Financial Services
Industry Financial Services
Experience
Fidelity Investments - Enterprise Records Management March 2009 - Present
Fidelity Investments November 2006 - November 2008
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Fidelity Investments 1998 - 2000
Putnam Investments September 1996 - April 1998
Skills
Financial Services, Vendor Management, Risk Management, Program Management, Change Management, Relationship Management, Project Management, Business Analysis, Business Process..., Management, Investments, Mutual Funds, SharePoint
Education
Bryant University 2000 — 2002
Masters, Finance
Bryant University 1992 — 1996
BS in Business Admin., Marketing
Fidelity Investments - Enterprise Records Management March 2009 - Present
Fidelity Investments November 2006 - November 2008
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Fidelity Investments 1998 - 2000
Putnam Investments September 1996 - April 1998
Skills
Financial Services, Vendor Management, Risk Management, Program Management, Change Management, Relationship Management, Project Management, Business Analysis, Business Process..., Management, Investments, Mutual Funds, SharePoint
Education
Bryant University 2000 — 2002
Masters, Finance
Bryant University 1992 — 1996
BS in Business Admin., Marketing
Jill Korchin's Putnam Investments Experience July 2000 - Present
Job Client Service Manager
Industry Financial Services
Experience
Putnam Investments July 2000 - Present
Skills
New Business Development
Education
Bridgewater State College 1998 — 2002
Bachelor of Business Administration (BBA), Accounting and Finance
Stoughton High School 1994 — 1998
Putnam Investments July 2000 - Present
Skills
New Business Development
Education
Bridgewater State College 1998 — 2002
Bachelor of Business Administration (BBA), Accounting and Finance
Stoughton High School 1994 — 1998
Dan Benedetti's Putnam Investments Experience 1997 - 2004
Job Independent Travel Agent at B Anywhere Travel
Industry Hospitality
Experience
B Anywhere Travel April 2014 - Present
Citizens Securities June 2015 - Present
Merrill Edge December 2013 - June 2015
B Outdoors LLC September 2012 - December 2013
Columbia Management April 2007 - September 2012
Banc of America Investments January 2005 - April 2007
Putnam Investments 1997 - 2004
Skills
Retail, Cross-functional Team..., Marketing, Sales Management, Management, Marketing Strategy, Sales, Account Management, Leadership, Finance, Training, Business Development, Sales Operations, Direct Sales, Forecasting, Customer Service, Financial Services, Call Centers, Banking, Process Improvement
Education
Bryant University 1983 — 1986
BS, Marketing
B Anywhere Travel April 2014 - Present
Citizens Securities June 2015 - Present
Merrill Edge December 2013 - June 2015
B Outdoors LLC September 2012 - December 2013
Columbia Management April 2007 - September 2012
Banc of America Investments January 2005 - April 2007
Putnam Investments 1997 - 2004
Skills
Retail, Cross-functional Team..., Marketing, Sales Management, Management, Marketing Strategy, Sales, Account Management, Leadership, Finance, Training, Business Development, Sales Operations, Direct Sales, Forecasting, Customer Service, Financial Services, Call Centers, Banking, Process Improvement
Education
Bryant University 1983 — 1986
BS, Marketing
Jennifer Corr's Putnam Investments Experience November 2000 - July 2001
Job Registered Nurse at RADIUS SPECIALTY HOSPITAL
Industry Financial Services
Experience
RADIUS SPECIALTY HOSPITAL September 2013 - Present
Clubex Fitness & Nutrition October 2011 - August 2013
ING U.S. Retirement Services 2001 - August 2011
ING (formerly CitiStreet) July 2001 - July 2008
Putnam Investments November 2000 - July 2001
Skincare Physicians of Chestnut Hill January 2000 - November 2000
Skills
Databases, Analysis, 401k, Retirement, Management, Project Planning, Call Centers, Marketing, Investments, Sales, Human Resources
Education
Signature Healthcare / Brockton Hospital School of Nursing 2011 — 2013
RN Diploma, Nursing
Bridgewater State College 1996 — 1999
Bachelor of Arts, Communications & Theatre Arts
Massasoit Community College 1994 — 1996
Associates in Science, Criminal Justice
RADIUS SPECIALTY HOSPITAL September 2013 - Present
Clubex Fitness & Nutrition October 2011 - August 2013
ING U.S. Retirement Services 2001 - August 2011
ING (formerly CitiStreet) July 2001 - July 2008
Putnam Investments November 2000 - July 2001
Skincare Physicians of Chestnut Hill January 2000 - November 2000
Skills
Databases, Analysis, 401k, Retirement, Management, Project Planning, Call Centers, Marketing, Investments, Sales, Human Resources
Education
Signature Healthcare / Brockton Hospital School of Nursing 2011 — 2013
RN Diploma, Nursing
Bridgewater State College 1996 — 1999
Bachelor of Arts, Communications & Theatre Arts
Massasoit Community College 1994 — 1996
Associates in Science, Criminal Justice
Christian Stone's Putnam Investments Experience 1997 - 2002
Job Vice President, Complex Service Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Associate DirectorUBS2003 - 2007
Putnam Investments 1997 - 2002
Education
Nichols College 1999 — 2002
MBA, Finance
Bryant University 1989 — 1993
BS
Mahar Regional
Morgan Stanley Associate DirectorUBS2003 - 2007
Putnam Investments 1997 - 2002
Education
Nichols College 1999 — 2002
MBA, Finance
Bryant University 1989 — 1993
BS
Mahar Regional
Matthew Denning's Putnam Investments Experience January 2000 - June 2000
Job Managing Director at Gottex Fund Management
Industry Investment Management
Experience
Gottex Fund Management February 2014 - Present
PineBridge Investments September 2002 - December 2013
Sanford C. Bernstein May 2001 - September 2002
Putnam Investments January 2000 - June 2000
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Emerging Markets, Portfolio Management, Risk Management, Investments, Asset Management, Securities, Fixed Income, Equities
Education
Brigham Young University 1995 — 2001
Bachelor of Science (B.S.), International Finance
Gottex Fund Management February 2014 - Present
PineBridge Investments September 2002 - December 2013
Sanford C. Bernstein May 2001 - September 2002
Putnam Investments January 2000 - June 2000
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Emerging Markets, Portfolio Management, Risk Management, Investments, Asset Management, Securities, Fixed Income, Equities
Education
Brigham Young University 1995 — 2001
Bachelor of Science (B.S.), International Finance
Celene Klimas, CFA's Putnam Investments Experience November 2000 - October 2002
Job Portfolio Communications Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management August 2010 - Present
OppenheimerFunds August 2003 - March 2009
Standard & Poor's October 2002 - August 2003
Putnam Investments November 2000 - October 2002
Skills
Fixed Income
Education
Bryant University 1991 — 1995
BS, Accounting
Wellington Management August 2010 - Present
OppenheimerFunds August 2003 - March 2009
Standard & Poor's October 2002 - August 2003
Putnam Investments November 2000 - October 2002
Skills
Fixed Income
Education
Bryant University 1991 — 1995
BS, Accounting
Stacey Antinarella's Putnam Investments Experience October 1997 - November 2003
Job Owner, Vivian's Day Spa
Industry Consumer Services
Experience
Vivian's Day Spa April 2004 - Present
Putnam Investments October 1997 - November 2003
Skills
Series 7
Education
Bridgewater State University 1991 — 1995
BS, Medical Psychology
Vivian's Day Spa April 2004 - Present
Putnam Investments October 1997 - November 2003
Skills
Series 7
Education
Bridgewater State University 1991 — 1995
BS, Medical Psychology
Daniel DeMarco's Putnam Investments Experience November 2009 - August 2010
Job Retirement Services District Manager at ADP
Industry Financial Services
Experience
ADP August 2010 - Present
Putnam Investments November 2009 - August 2010
Fidelity Investments August 2004 - May 2009
Putnam Investments 1996 - 2004
Skills
401k, ERISA, Retirement, Investments, Retirement Planning, Financial Advisory, CRM, Defined Contribution, Management, Sales, Financial Services, Employee Benefits, Series 63, Series 7, Mutual Funds
Education
Bryant University 2004 — 2006
Masters, Business Administration
Rhode Island College 1992 — 1996
BS, Economics
ADP August 2010 - Present
Putnam Investments November 2009 - August 2010
Fidelity Investments August 2004 - May 2009
Putnam Investments 1996 - 2004
Skills
401k, ERISA, Retirement, Investments, Retirement Planning, Financial Advisory, CRM, Defined Contribution, Management, Sales, Financial Services, Employee Benefits, Series 63, Series 7, Mutual Funds
Education
Bryant University 2004 — 2006
Masters, Business Administration
Rhode Island College 1992 — 1996
BS, Economics
Arlyn E Whitelaw's Putnam Investments Experience April 1999 - April 2000
Job Vice President, Compliance at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors June 2015 - Present
Ameriprise Financial, Inc. May 2010 - June 2015
Bank of America September 2007 - May 2010
Massachusetts Mutual Life Insurance Company June 2001 - September 2007
Babson Capital Management 2001 - 2007
Investors Bank & Trust Company April 2000 - May 2001
Putnam Investments April 1999 - April 2000
Skills
Securities, FINRA, Mutual Funds, Hedge Funds, Investments, Series 7, Series 24, Corporate Governance, Estate Planning, Alternative Investments, Private Equity, Fixed Income, Equities, Investment Management, Finance, Portfolio Management
Education
Suffolk University Law School 1990 — 1994
JD, Law
Brown University 1980 — 1984
BA, Liberal Arts
State Street Global Advisors June 2015 - Present
Ameriprise Financial, Inc. May 2010 - June 2015
Bank of America September 2007 - May 2010
Massachusetts Mutual Life Insurance Company June 2001 - September 2007
Babson Capital Management 2001 - 2007
Investors Bank & Trust Company April 2000 - May 2001
Putnam Investments April 1999 - April 2000
Skills
Securities, FINRA, Mutual Funds, Hedge Funds, Investments, Series 7, Series 24, Corporate Governance, Estate Planning, Alternative Investments, Private Equity, Fixed Income, Equities, Investment Management, Finance, Portfolio Management
Education
Suffolk University Law School 1990 — 1994
JD, Law
Brown University 1980 — 1984
BA, Liberal Arts
Sterling Horne's Putnam Investments Experience July 2015 - Present
Job Economist
Industry Investment Management
Experience
Putnam Investments July 2015 - Present
The Wharton School, University of Pennsylvania June 2011 - June 2015
Goldman Sachs June 2009 - August 2009
U.S. Department of Energy May 2008 - August 2008
The Church of Jesus Christ of Latter-day Saints June 2005 - July 2007
Education
University of Pennsylvania - The Wharton School
Master's Degree, Economics
Brigham Young University
Bachelor's Degree, Economics
Middlesex School
Putnam Investments July 2015 - Present
The Wharton School, University of Pennsylvania June 2011 - June 2015
Goldman Sachs June 2009 - August 2009
U.S. Department of Energy May 2008 - August 2008
The Church of Jesus Christ of Latter-day Saints June 2005 - July 2007
Education
University of Pennsylvania - The Wharton School
Master's Degree, Economics
Brigham Young University
Bachelor's Degree, Economics
Middlesex School
Megan Sinkus's Putnam Investments Experience April 1995 - September 1996
Job VP, Risk Manager
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2009 - Present
Bank of America Merrill Lynch January 2009 - October 2009
Merrill Lynch November 2004 - December 2008
Merrill Lynch February 2003 - November 2004
Merrill Lynch April 2001 - February 2003
Merrill Lynch November 1999 - April 2001
Merrill Lynch March 1999 - November 1999
Merrill Lynch September 1997 - March 1999
John Hancock Funds September 1996 - July 1997
Putnam Investments April 1995 - September 1996
Skills
Risk Management, Financial Risk, Auditing, Risk Assessment, Internal Controls, Equities, Capital Markets, Fixed Income, Investments, Portfolio Management, Asset Managment, Derivatives, Wealth Management, Securities, Financial Services, Series 7, Mutual Funds
Education
Bryant University 1990 — 1994
BS, Finance
Seton Hall University
MBA, Finance
Bank of America Merrill Lynch November 2009 - Present
Bank of America Merrill Lynch January 2009 - October 2009
Merrill Lynch November 2004 - December 2008
Merrill Lynch February 2003 - November 2004
Merrill Lynch April 2001 - February 2003
Merrill Lynch November 1999 - April 2001
Merrill Lynch March 1999 - November 1999
Merrill Lynch September 1997 - March 1999
John Hancock Funds September 1996 - July 1997
Putnam Investments April 1995 - September 1996
Skills
Risk Management, Financial Risk, Auditing, Risk Assessment, Internal Controls, Equities, Capital Markets, Fixed Income, Investments, Portfolio Management, Asset Managment, Derivatives, Wealth Management, Securities, Financial Services, Series 7, Mutual Funds
Education
Bryant University 1990 — 1994
BS, Finance
Seton Hall University
MBA, Finance
Cindy Mota's Putnam Investments Experience December 2005 - April 2006
Job Reinsurance Accounting Analyst at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial September 2010 - Present
Sun Life Financial October 2009 - September 2010
New York Life Retirement Plan Services June 2007 - October 2009
Mayflower Cooperative Bank October 2003 - June 2007
Putnam Investments December 2005 - April 2006
Skills
Access, Microsoft Excel
Education
Bridgewater State University 2003 — 2007
Finance, Actuarial Science
Sun Life Financial September 2010 - Present
Sun Life Financial October 2009 - September 2010
New York Life Retirement Plan Services June 2007 - October 2009
Mayflower Cooperative Bank October 2003 - June 2007
Putnam Investments December 2005 - April 2006
Skills
Access, Microsoft Excel
Education
Bridgewater State University 2003 — 2007
Finance, Actuarial Science
Heidi Ekstrom's Putnam Investments Experience August 2007 - January 2008
Job Commodities Analyst at Barclays Capital
Industry Financial Services
Experience
Barclays September 2013 - Present
Morgan Stanley Smith Barney March 2011 - September 2013
Rocaton Investment Advisors May 2008 - March 2011
Merrill Lynch January 2008 - May 2008
Putnam Investments August 2007 - January 2008
New England Patriots September 2005 - December 2005
Skills
Bloomberg, Investments, Equities, Alternative Investments, Fixed Income, Asset Allocation, Portfolio Management, Hedge Funds, Series 7, Asset Managment, Mutual Funds, Capital Markets
Education
Bryant University 2004 — 2008
Bachelor of Science (BS), Finance, Legal Studies, Psychology
Barclays September 2013 - Present
Morgan Stanley Smith Barney March 2011 - September 2013
Rocaton Investment Advisors May 2008 - March 2011
Merrill Lynch January 2008 - May 2008
Putnam Investments August 2007 - January 2008
New England Patriots September 2005 - December 2005
Skills
Bloomberg, Investments, Equities, Alternative Investments, Fixed Income, Asset Allocation, Portfolio Management, Hedge Funds, Series 7, Asset Managment, Mutual Funds, Capital Markets
Education
Bryant University 2004 — 2008
Bachelor of Science (BS), Finance, Legal Studies, Psychology
David Granfors's Putnam Investments Experience August 1998 - April 2005
Job Business Analyst at CoStar Investment Analysis
Industry Real Estate
Experience
CoStar Investment Analysis March 2012 - Present
Boston Financial Investment Management April 2005 - March 2012
Putnam Investments August 1998 - April 2005
Skills
Real Estate, Asset Management, Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Microsoft Office, Access, Excel, Analysis, Investments, Negotiation, Compliance, Mutual Funds, Process Improvement, Bloomberg, Word, Loans, PowerPoint, Asset Managment, Microsoft Excel, LIHTC
Education
Suffolk University - Sawyer School of Management 2004 — 2006
MBA
Bryant University 1994 — 1998
BS, Finance
CoStar Investment Analysis March 2012 - Present
Boston Financial Investment Management April 2005 - March 2012
Putnam Investments August 1998 - April 2005
Skills
Real Estate, Asset Management, Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Microsoft Office, Access, Excel, Analysis, Investments, Negotiation, Compliance, Mutual Funds, Process Improvement, Bloomberg, Word, Loans, PowerPoint, Asset Managment, Microsoft Excel, LIHTC
Education
Suffolk University - Sawyer School of Management 2004 — 2006
MBA
Bryant University 1994 — 1998
BS, Finance
Robert Zukowski's Putnam Investments Experience September 2002 - October 2004
Job Assistant Vice President at State Street Bank Alternate Investment Solutions (AIS)
Industry Financial Services
Experience
State Street Bank February 2013 - Present
State Street Bank December 2010 - Present
State Street September 2008 - May 2011
Investors Bank & Trust July 2005 - August 2008
Investors Bank & Trust November 2004 - June 2005
Putnam Investments September 2002 - October 2004
Education
Bridgewater State University 1994 — 1998
Bachelor of Science, Finance & Marketing
State Street Bank February 2013 - Present
State Street Bank December 2010 - Present
State Street September 2008 - May 2011
Investors Bank & Trust July 2005 - August 2008
Investors Bank & Trust November 2004 - June 2005
Putnam Investments September 2002 - October 2004
Education
Bridgewater State University 1994 — 1998
Bachelor of Science, Finance & Marketing
Eric Johndrow's Putnam Investments Experience 2011 - Present
Job Senior Portfolio Tax Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments 2011 - Present
Skills
Mutual Funds, Tax, 1120 RIC, PTIN, Equities, Microsoft Excel, XP, Windows 7, Mac OS, Derivatives
Education
Bridgewater State College
Bachelor of Science (B.S.), Economics
Putnam Investments 2011 - Present
Skills
Mutual Funds, Tax, 1120 RIC, PTIN, Equities, Microsoft Excel, XP, Windows 7, Mac OS, Derivatives
Education
Bridgewater State College
Bachelor of Science (B.S.), Economics
Lynne Driscoll's Putnam Investments Experience 1999 - 2006
Job Sr. Operations Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2006 - Present
Putnam Investments 1999 - 2006
Skills
Process Improvement, Business Process..., Operations Management, Business Analysis, Program Management, Management, Change Management, Vendor Management, Risk Management, Financial Services, Investments, Securities, Mutual Funds, Project Management, Equities, Microsoft Excel, Finance, Customer Service
Education
Bridgewater State University
Bachelor of Science - Finance
Fidelity Investments July 2006 - Present
Putnam Investments 1999 - 2006
Skills
Process Improvement, Business Process..., Operations Management, Business Analysis, Program Management, Management, Change Management, Vendor Management, Risk Management, Financial Services, Investments, Securities, Mutual Funds, Project Management, Equities, Microsoft Excel, Finance, Customer Service
Education
Bridgewater State University
Bachelor of Science - Finance
Christine Barlow's Putnam Investments Experience March 2007 - September 2010
Job Senior Financial Reporting Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2014 - Present
JPMorgan Chase March 2013 - May 2014
J.P. Morgan September 2010 - March 2013
Putnam Investments March 2007 - September 2010
PNC Global Investment Servicing 2004 - 2007
Shoplink 2000 - 2000
Skills
Fund Accounting, Financial Analysis, Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Planners, Tax, Corporate Tax, Mutual Funds, Account Reconciliation, Tax Accounting, Auditing, Equities
Education
Bryant University 2003 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Bridgewater State College 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
KP
BNY Mellon May 2014 - Present
JPMorgan Chase March 2013 - May 2014
J.P. Morgan September 2010 - March 2013
Putnam Investments March 2007 - September 2010
PNC Global Investment Servicing 2004 - 2007
Shoplink 2000 - 2000
Skills
Fund Accounting, Financial Analysis, Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Planners, Tax, Corporate Tax, Mutual Funds, Account Reconciliation, Tax Accounting, Auditing, Equities
Education
Bryant University 2003 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Bridgewater State College 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
KP
patricia whitney's Putnam Investments Experience September 1987 - September 1988
Job
Industry Government Relations
Experience
Commonwealth of Massachusetts, Department of Children and Families November 1990 - Present
Pembroke Hospital December 1988 - November 1990
Putnam Investments September 1987 - September 1988
Skills
Case Management, Social Services, Community Outreach, Counseling, Mediation, Communication Skills, Team-oriented, Building Relationships, Case Managment, Conflict Resolution
Education
Smith College 1983 — 1987
BA
Bridgewater State College
MA candidate
Commonwealth of Massachusetts, Department of Children and Families November 1990 - Present
Pembroke Hospital December 1988 - November 1990
Putnam Investments September 1987 - September 1988
Skills
Case Management, Social Services, Community Outreach, Counseling, Mediation, Communication Skills, Team-oriented, Building Relationships, Case Managment, Conflict Resolution
Education
Smith College 1983 — 1987
BA
Bridgewater State College
MA candidate
Greg Kearsley's Putnam Investments Experience 1996 - 1997
Job Director / National Manager of the Corporate Education Specialist at The Hartford
Industry Financial Services
Experience
The Hartford May 2000 - Present
John Hancock Signature Services 1998 - May 2000
Putnam Investments 1996 - 1997
Fortis Investors / DFC 1994 - 1997
Education
Bridgewater State College
B.S., Business Management
Lesley University
Masters, Management Science
Mass Bay Community College
A.S., Computer Information Systems
The Hartford May 2000 - Present
John Hancock Signature Services 1998 - May 2000
Putnam Investments 1996 - 1997
Fortis Investors / DFC 1994 - 1997
Education
Bridgewater State College
B.S., Business Management
Lesley University
Masters, Management Science
Mass Bay Community College
A.S., Computer Information Systems
Dianna Bell's Putnam Investments Experience October 2003 - May 2004
Job Operations Manager at Yale Electric
Industry Building Materials
Experience
Yale Electric November 2005 - Present
Sovereign Bank May 2004 - August 2005
Putnam Investments October 2003 - May 2004
Skills
Process Improvement, Customer Service, Vendor Management, Customer Satisfaction, Operations Management, Relationship Management, Outlook, Team Building, Banking, Mutual Funds, Sales
Education
Bridgewater State College 2002 — 2005
Bachelor of Science, Business Management
Yale Electric November 2005 - Present
Sovereign Bank May 2004 - August 2005
Putnam Investments October 2003 - May 2004
Skills
Process Improvement, Customer Service, Vendor Management, Customer Satisfaction, Operations Management, Relationship Management, Outlook, Team Building, Banking, Mutual Funds, Sales
Education
Bridgewater State College 2002 — 2005
Bachelor of Science, Business Management
Kevin Gildea's Putnam Investments Experience June 1992 - May 1997
Job Backup Analyst III at John Hancock Financial Services
Industry Financial Services
Experience
JOHN HANCOCK FINANCIAL SERVICES March 2008 - Present
Fidelity Investments May 1997 - March 2008
Putnam Investments June 1992 - May 1997
AGFA Compugraphic Corp May 1989 - June 1992
Policy Management Systems September 1984 - May 1989
Boston Financial Data Services September 1981 - May 1984
Skills
EMC NetWorker
Education
Bridgewater State University
time, Management Science program; MIS concentration
CONTROL DATA INSTITUTE
Northeastern University
JOHN HANCOCK FINANCIAL SERVICES March 2008 - Present
Fidelity Investments May 1997 - March 2008
Putnam Investments June 1992 - May 1997
AGFA Compugraphic Corp May 1989 - June 1992
Policy Management Systems September 1984 - May 1989
Boston Financial Data Services September 1981 - May 1984
Skills
EMC NetWorker
Education
Bridgewater State University
time, Management Science program; MIS concentration
CONTROL DATA INSTITUTE
Northeastern University
Aprille Dembsky's Putnam Investments Experience August 1999 - September 2001
Job Client Services Analyst at Mercer
Industry Health, Wellness and Fitness
Experience
Mercer March 2014 - Present
Self-employed February 2012 - Present
Mercer September 2001 - September 2007
Putnam Investments August 1999 - September 2001
Skills
Fitness, Strength Training, Social Media, Research, Program Development, Microsoft Excel, Microsoft Office
Education
Brown University 1995 — 1999
Bachelor's degree, Business Economics
Mercer March 2014 - Present
Self-employed February 2012 - Present
Mercer September 2001 - September 2007
Putnam Investments August 1999 - September 2001
Skills
Fitness, Strength Training, Social Media, Research, Program Development, Microsoft Excel, Microsoft Office
Education
Brown University 1995 — 1999
Bachelor's degree, Business Economics
Cynthia De Medeiros's Putnam Investments Experience March 2000 - Present
Job Tax Supervisor at Putnam Investments
Industry Financial Services
Experience
Putnam Investments March 2000 - Present
Bank of America 2009 - 2012
Skills
Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Tax, Mutual Funds, Internal Controls, Account Reconciliation, GAAP, Fiduciary Tax, Estates and Trusts, Generation Skipping Tax, Regulated Investment..., Tax Accounting
Education
Bryant University 1994 — 1998
Bachelor's degree, Financial Accounting
Putnam Investments March 2000 - Present
Bank of America 2009 - 2012
Skills
Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Tax, Mutual Funds, Internal Controls, Account Reconciliation, GAAP, Fiduciary Tax, Estates and Trusts, Generation Skipping Tax, Regulated Investment..., Tax Accounting
Education
Bryant University 1994 — 1998
Bachelor's degree, Financial Accounting
Shirley Nessralla's Putnam Investments Experience November 1996 - June 1997
Job Client Manager at Computershare
Industry Financial Services
Experience
Computershare April 1999 - Present
First Data Corporation June 1997 - April 1999
Putnam Investments November 1996 - June 1997
Shawmut Bank May 1988 - July 1996
Education
Bridgewater State University 1981 — 1988
Bachelor of Arts (BA), Speech Communication and Rhetoric
Emerson College 1982 — 1983
Communication and Media Studies
Computershare April 1999 - Present
First Data Corporation June 1997 - April 1999
Putnam Investments November 1996 - June 1997
Shawmut Bank May 1988 - July 1996
Education
Bridgewater State University 1981 — 1988
Bachelor of Arts (BA), Speech Communication and Rhetoric
Emerson College 1982 — 1983
Communication and Media Studies