Putnam Investments

Description

Putnam Investments is a privately owned investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Parent organization: Great-West Lifeco Customer service: 00 1 617-292-1000 Number of employees: 1,700+ CEO: Robert L. Reynolds (1 Jul 2008–) Headquarters: Boston, Massachusetts, United States Subsidiaries: PanAgora Asset Management, Inc.,

Putnam Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Putnam Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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5,113 Putnam Investments employees in database. Find out everything there's to know about Putnam Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Putnam Investments Employees

Employee
Years
Job
Industry
Levi Jahner Levi Jahner Houston, Texas Area Details
Levi Jahner's Putnam Investments Experience September 2002 - July 2005
Job Regional Director at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  July 2005 - Present
Putnam Investments   September 2002 - July 2005

Skills
Sales, Series 63, Mutual Funds, Series 7, Fixed Annuities, Retirement Planning, 401k, Retirement, Insurance, Series 6, Management, Leadership, Microsoft Excel, Customer Service, PowerPoint, Research, Project Management, Marketing, Team Building, Series 65, Life Insurance, Life & Health Insurance..., Variable Annuities, Equity Indexed Annuities

Education
Cameron University   1998 — 2002
Bachelor's Degree, Business/Economics

Amiel Vargas Amiel Vargas Miami/Fort Lauderdale Area Details
Amiel Vargas's Putnam Investments Experience November 1999 - December 2000
Job President at Enviro Staffing Solutions
Industry Staffing and Recruiting
Experience
Enviro Staffing Solutions   April 2007 - Present
UPS  May 2006 - March 2007
Cambridge College  September 2003 - May 2006
UPS  December 2000 - September 2003
Putnam Investments   November 1999 - December 2000

Skills
Coaching, Recruiting, Community Outreach, Public Relations, Team Building

Education
Cambridge College   2004 — 2007
Bachelor, Management

Middlesex Community College   2000 — 2002
Associate, Buiness Administration

Paulette Dawson Paulette Dawson Andover, Massachusetts Details
Paulette Dawson's Putnam Investments Experience April 2006 - Present
Job Graphic Designer at Putnam Investments
Industry Financial Services
Experience
Putnam Investments   April 2006 - Present
Hill Holliday  November 1991 - January 1999

Education
Carnegie Mellon University
bachelor of Fine Arts, art

Robert Patton Robert Patton San Francisco Bay Area Details
Robert Patton's Putnam Investments Experience 1999 - 2005
Job Managing Director for SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group  May 2009 - Present
A.G. Edwards   July 2006 - May 2009
JPMorgan  2005 - 2006
Putnam Investments   1999 - 2005

Skills
Retirement, 401k, Mutual Funds, Pensions, Investments, Asset Allocation, ERISA, Employee Benefits, Defined Benefit, Plan Design, Asset Management, Securities, Investment Advisory

Education
California State University-Chico   1988 — 1993

Joe Emhof Joe Emhof San Francisco Bay Area Details
Joe Emhof's Putnam Investments Experience 1999 - 2006
Job Regional Director at Davis Advisors
Industry Investment Management
Experience
Davis Advisors  May 2006 - Present
Putnam Investments   1999 - 2006
Nationwide Financial  1995 - 1999

Skills
Mutual Funds, Pensions, Series 7, Public Speaking, Seminars, Separately Managed..., Value Investing, Investment Management

Education
Canisius College   1983 — 1987
BA

Don Connelly Don Connelly Sarasota, Florida Area Details
Don Connelly's Putnam Investments Experience 1988 - 2006
Job Owner, Don Connelly & Associates LLC
Industry Financial Services
Experience
Don Connelly & Associates   June 2006 - Present
Putnam Investments   1988 - 2006

Skills
Investments, Series 7, Series 63, 401k, Mutual Funds, Storytelling, Use of Analogies, Keeping it Simple, Securities, Wealth Management, Retirement, Estate Planning, Asset Allocation, Finance, Life Insurance, Fixed Annuities, IRAs, Financial Advisory, Investment Advisory, Financial Services, Retirement Planning, Investment Strategies, Alternative Investments

Education
Bucknell University   1963 — 1967
BA, Languages

Ted Corea Ted Corea Pelham, New Hampshire Details
Ted Corea's Putnam Investments Experience September 1997 - August 1999
Job Educator at Lowell Public Schools
Industry Education Management
Experience
Lowell Public Schools  August 2002 - Present
Lowell Public Schools  August 2001 - August 2002
Lawrence Public Schools  August 1999 - August 2001
Putnam Investments   September 1997 - August 1999
Scudder, Kemper Investments  February 1997 - August 1997
Putnam Investments   January 1996 - February 1997

Education
University of Massachusetts Lowell   1991 — 1996
Bachelor's of Science in Business Administration (B.S.B.A.), Finance, 3.0

Cambridge College   1997 — 1999
Master's degree, Education, 3.5

Kerry He Kerry He New York, New York Details
Kerry He's Putnam Investments Experience June 2010 - August 2010
Job Senior Consultant
Industry Management Consulting
Experience
PwC  August 2011 - Present
Putnam Investments   June 2010 - August 2010
State Street  June 2009 - August 2009

Skills
Investments, Auditing, Portfolio Management, Data Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Public Speaking, Financial Services, Microsoft Word, Research, Finance, Financial Modeling

Education
Bucknell University   2007 — 2011
BSBA, Management

Jennifer Alvord Jennifer Alvord Springfield, Massachusetts Area Details
Jennifer Alvord's Putnam Investments Experience 2000 - 2003
Job Special Education Teacher
Industry Individual & Family Services
Experience
Agawam Public Schools  September 2011 - Present
Nerium International  January 2014 - January 2014
Springfield Public Schools  January 2011 - August 2011
Northeast Center for Youth and Families  September 2007 - January 2011
MassMutual Financial Group  2003 - 2007
Putnam Investments   2000 - 2003

Skills
Community Outreach, Non-profits, Nonprofits, Public Speaking, Special Education

Education
Cambridge College   2004 — 2007
Masters, Elementary Education

Bryant University   1996 — 2000
Bachelors, Management

Longmeadow High School   1993 — 1996

Lisa Daley, GMS-T Lisa Daley, GMS-T Greater Boston Area Details
Lisa Daley, GMS-T's Putnam Investments Experience September 2003 - October 2004
Job Global Mobility Manager
Industry Biotechnology
Experience
Shire  July 2015 - Present
EMC  January 2014 - July 2015
EMC  March 2012 - December 2013
EMC  January 2011 - March 2012
EMC  October 2004 - January 2011
Putnam Investments   September 2003 - October 2004

Skills
Editing, Writing, Research, HTML, Dreamweaver, Content Management, Training & Development, Leadership, Classroom Instruction, Team Building, Human Resources, Project Management, Program Management, Classroom, Customer Service, Global Mobility, Management, Strategic Planning, Microsoft Excel, Training, CRM, Vendor Management, Employee Training, Employee Relations, Strategy

Education
Bryant University
Bachelor of Science, Business Administration; Business Management; Legal Studies

David Pease David Pease Arlington, Virginia Details
David Pease's Putnam Investments Experience September 1996 - April 1997
Job IT Project Management Professional
Industry Information Technology and Services
Experience
Self-employed  October 2011 - Present
Healthy Directions, LLC  March 2001 - September 2011
State Street  June 2000 - January 2001
ICMA-RC  September 1998 - June 2000
State Street  April 1997 - September 1998
Putnam Investments   September 1996 - April 1997
Scudder Investments  September 1993 - September 1996

Education
California State University-Long Beach   1987 — 1992
Bachelor of Science (BS), Finance-Business Administration

Paul Gendron Paul Gendron Greater Boston Area Details
Paul Gendron's Putnam Investments Experience December 2008 - September 2009
Job Account Executive / Stop Loss Specialist at AIG
Industry Insurance
Experience
AIG  January 2014 - Present
Sun Life Financial  July 2012 - January 2014
AmWINS Group  September 2010 - July 2012
Putnam Investments   December 2008 - September 2009

Skills
Stop Loss, Health Insurance, Analytics, Financial Analysis, Financial Modeling, Financial Reporting, Sales Operations, Sales Process, New Business Development

Education
Bryant University   2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance

Leona Rianhard Leona Rianhard Westbrook, Connecticut Details
Leona Rianhard's Putnam Investments Experience 1997 - 1999
Job Treasurer/Owner Dunkin' Donuts
Industry Food & Beverages
Experience
Old Saybrook Donut's Inc.   June 2010 - Present
The Garden Continuum, Inc.   2007 - 2009
Putnam Investments   1997 - 1999
Messimer Associates   1986 - 1988
Employee Communications Services   1984 - 1986

Skills
Location Intelligence, Food Service, Sales, Forecasting, Customer Service, Restaurants, Retail, Negotiation, Financial Analysis, Franchising, Accounting, Budgets, Marketing Strategy, Strategic Planning, Microsoft Office, Real Estate, Microsoft Excel, Microsoft Word

Education
University of Massachusetts, Amherst   1978 — 1981
Bachelor's Degree, Industrial and Organizational Psychology

Middlesex Community College
Software Technical Writing Progam XXII

Bryant University
Accounting

Keefe Technical School
Computer Programming

Jeff Simes Jeff Simes Greater Boston Area Details
Jeff Simes's Putnam Investments Experience November 1992 - December 1995
Job Regional Vice President, CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions  November 2013 - Present
MassMutual Financial Group  January 2013 - October 2013
The Hartford  March 2008 - December 2012
Principal Financial Group  August 2004 - March 2008
Fidelity Investments  December 1995 - August 2004
Putnam Investments   November 1992 - December 1995

Skills
Retirement Plan..., Profit Sharing, Defined Contribution, ERISA, FINRA

Education
Bryant University   2003 — 2005
MBA

University of Massachusetts Boston   1989 — 1990
BA, Economics

University of Massachusetts, Amherst   1984 — 1988
BA, Economics

Acton Boxboro Regional High School   1980 — 1984
High School Diploma

Darren Wan Darren Wan New York, New York Details
Darren Wan's Putnam Investments Experience September 1997 - August 2000
Job CEO and CoFounder at Easy Pairings
Industry Staffing and Recruiting
Experience
Filipino American Museum (FAM)   August 2013 - Present
Easy Pairings  September 2012 - Present
Red Egg   June 2008 - July 2012
Apical Services   March 2004 - May 2008
Mommy Chic   November 2002 - March 2004
Putnam Investments   September 1997 - August 2000
JP Morgan  July 1996 - July 1997

Skills
Business Strategy, Product Development, Project Management, Financial Modeling, Strategic Planning, Project Planning, Business Modeling, Business Development, Strategic Partnerships, Market Analysis, Negotiation, Financial Analysis, Networking, Outsourcing, Investment Management, Equity Research

Education
The University of Chicago Booth School of Business   2000 — 2002
MBA

Carnegie Mellon University   1992 — 1996
BS

Horace Mann

Jamion Brown Jamion Brown Greater Boston Area Details
Jamion Brown's Putnam Investments Experience June 2005 - September 2005
Job Independent Business Owner
Industry Health, Wellness and Fitness
Experience
Genzyme Corporation  January 2010 - Present
Partners Health Care  August 2011 - February 2012
Goulston & Storrs  2012 - 2012
Year Up  2011 - 2012
Seaport/WTCB   October 2006 - August 2009
Boys and Girls Club  June 2002 - September 2006
Boys and Girls Club of Boston  2002 - 2006
New Mission   2002 - 2006
Putnam Investments   June 2005 - September 2005

Skills
Outlook, Excel, PowerPoint, PC building, Troubleshooting, Microsoft Excel, Budgets, Leadership, Security, Computer Hardware, Networking, Analysis, Time Management, Software Installation, Operating Systems, Training, Microsoft Office

Education
Cambridge College   2010 — 2012

TECHNICAL   2010 — 2012

Newbury College   2008 — 2012
A.A, General Studies

Anna Head-Kogut Anna Head-Kogut Greater Boston Area Details
Anna Head-Kogut's Putnam Investments Experience January 1996 - March 2004
Job Sr. Information Architect at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  May 2011 - Present
Fidelity Investments - Veritude  February 2007 - Present
Putnam Investments   January 1996 - March 2004

Skills
Interviews, Lotus Notes, PowerPoint, Microsoft Excel, Workshop Facilitation, Layout, Online Help, SharePoint, Requirements Gathering, Information Architecture, Business Analysis, Financial Services, Internal Audit, Technical Documentation, Adobe Acrobat, User Experience, Agile Methodologies, Web Content Management, User Acceptance Testing, Content Development, Microsoft Office, Strategic Planning

Education
Cape Cod Community College
Liberal Arts

Carl D. Bell, CFA Carl D. Bell, CFA Washington, District Of Columbia Details
Carl D. Bell, CFA's Putnam Investments Experience January 1998 - August 2011
Job CoHead of Investments at Invictus Capital Partners
Industry Investment Management
Experience
Invictus Capital Partners   May 2015 - Present
Amundi Smith Breeden  March 2013 - May 2015
Five Ten Capital   September 2011 - March 2013
Putnam Investments   January 1998 - August 2011
Smith Breeden Associates  June 1991 - December 1997

Skills
Fixed Income, Alternative Investments, Hedge Funds, Asset Managment, Mutual Funds, Investments, Portfolio Management, Asset Allocation, Mortgage Lending, Real Estate

Education
Fuqua School of Business, Duke University   1990 — 1992
MBA, Finance

Carnegie Mellon University   1984 — 1988
Bachelor of Science, Mathematics

Jerry O'leary Jerry O'leary Bedford, Massachusetts Details
Jerry O'leary's Putnam Investments Experience 1993 - 1995
Job (IT,CS,Facilities Manager
Industry Information Technology and Services
Experience
Thermacell Repellents, Inc.   June 2005 - Present
Zaiq Technology   November 2001 - June 2005
Zaiq Technologies  January 2000 - November 2001
Washdepot holdings inc.   1999 - 2001
Town and Country FJG   1996 - 1999
Fishery Products International  1995 - 1996
Putnam investments   1993 - 1995
Bank of Boston, inc.   September 1989 - May 1993
Mellon Financial Services  1987 - 1989

Skills
Computer Security, Security, Data Center, Network Administration, Project Management, VPN, Hardware, Infrastructure, Team Building, Leadership, Cisco Technologies, Remote Access, Microsoft Exchange, iPhone Support, Novell ECNE, Linux System..., Unix Operating Systems, HP Server Hardware, Remote Administration, Terminal Server, Apple Support, Windows Sharepoint..., Disaster Recovery, IP VPN, VLAN, iOS, Windows 7, Communigate Pro., Windows 8, Microsoft Windows DNS, Video Conferencing, Internet Video..., UPS systems, APC UPS, Cloud Computing, Cloud Storage, Microsoft skydrive, QuickBooks, Integrated Management..., Netgear, Microsoft Office..., Linksys, Contract Negotiation, Network Design, Antivirus, Web Conferences, Purchase Management, Business Intelligence, Mobile Social Networking, VoIP

Education
Northeastern University   1986 — 1993
Bachelor's degree

Community College of the USAF   1978 — 1980

Bunker Hill Community College   1977 — 1978
Bachelor of Science (BS)

Everett High school   1974 — 1976

Kimberly Santos Kimberly Santos Boston, Massachusetts Details
Kimberly Santos's Putnam Investments Experience July 1998 - Present
Job at
Industry Accounting
Experience
Nel & Kim's Craft Fair/Fundraisers   August 2005 - Present
Putnam Investments   July 1998 - Present
H&R Block  November 2005 - April 2009
Silpada Designs  November 2005 - August 2008
First federal savings Bank  September 1995 - June 1998
Betor Foods Inc   November 1992 - June 1998

Skills
Accounting, Financial Reporting, Tax Preparation, Sarbanes-Oxley Act, Microsoft Excel, Tax Accounting, Tax

Education
Bryant University   1994 — 1998
B.S., Accounting - Financial

B.M.C Durfee HS   1990 — 1994
Diploma

William Gould William Gould Gloucester, Massachusetts Details
William Gould's Putnam Investments Experience June 2015 - August 2015
Job Global Distribution Intern at Putnam Investments
Industry Financial Services
Experience
Putnam Investments   June 2015 - August 2015
PanAgora Asset Management  June 2014 - August 2014
O'Neil's Fitness   June 2012 - August 2012
Athletic Shoe Factory  February 2008 - January 2010

Skills
PowerPoint, Microsoft Word, Leadership, Microsoft Excel, Teamwork, Social Media, Time Management, Financial Analysis, Microsoft Office, Public Speaking, Business Intelligence, Team Leadership, Coaching, Business Strategy, Customer Service, Market Research, Social Networking, Sales, Data Analysis, Research, Continuous Improvement, Knowledge Management, Marketing, Finance, Management, Investments, Communication, Financial Modeling, Facebook, Social Media Marketing, Financial Services, Analysis, Advertising, Salesforce.com, Mutual Funds, Outlook, Retail, Marketing Communications

Education
Bryant University   2012 — 2016
Financial Planning and Services

Westminster School   2011 — 2012

New Canaan High School

Elvis Batiz Elvis Batiz Greater New York City Area Details
Elvis Batiz's Putnam Investments Experience July 2008 - September 2008
Job Video Production
Industry Online Media
Experience
n/a  May 2013 - Present
Citizen Schools  January 2012 - May 2013
BELL (Building Educated Leaders for Life)   November 2010 - January 2012
Google  February 2010 - July 2010
Putnam Investments   July 2008 - September 2008

Skills
CSS, Linux, Unix, Windows, OS X, TCP/IP, HTML, Operating Systems, DNS, PHP, MySQL, Technical Support, Web Development, Python, Computer Hardware, Servers, Web Design, Integration, Security, Access, Windows 7, Salesforce.com, Hardware, Databases, Strategic Planning

Education
Cambridge College   2009 — 2010
Technical Certificate; B.S, Information Technology; Business Management

TechBoston Academy   2006 — 2009
High School

Katie LaFleur McKay Katie LaFleur McKay Greater Boston Area Details
Katie LaFleur McKay's Putnam Investments Experience 1998 - 2002
Job National Sales Manager, Inside Sales at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments  December 2011 - Present
John Hancock Annuities  October 2008 - November 2011
Lincoln Financial  2004 - 2005
John Hancock  2002 - 2004
Putnam Investments   1998 - 2002

Skills
Mutual Funds, Series 63, Series 6, Series 7, Fixed Annuities, Retirement Planning, Financial Services, Wealth Management, Alternative Investments, Separately Managed..., Series 24, Variable Annuities, Sales, Sales Management, Investment Strategies, IRAs, Relationship Management, Brand Management, Retirement, Asset Allocation, Securities, Series 65

Education
Calvin College   1989 — 1993
BA, Political Science

Jennifer Haylor Milacci Jennifer Haylor Milacci Greater New York City Area Details
Jennifer Haylor Milacci's Putnam Investments Experience October 1995 - April 2002
Job Managing Director at Renaissance Technologies
Industry Financial Services
Experience
Renaissance Technologies  August 2005 - Present
Banc of America Securities  March 2005 - August 2005
Morgan Stanley Investment Management  June 2003 - August 2003
Putnam Investments   October 1995 - April 2002

Education
New York University - Leonard N. Stern School of Business   2002 — 2004
MBA, Finance, International Business

Carnegie Mellon University   1991 — 1995
BS

Bexley High School   1987 — 1991

Montrose

Kevin McMahon Kevin McMahon Quincy, Massachusetts Details
Kevin McMahon's Putnam Investments Experience 1996 - 2001
Job Senior Project Manager at National Fire Protection Association
Industry Nonprofit Organization Management
Experience
NFPA  April 2014 - Present
LPL Financial Institution Services   March 2008 - April 2014
Independent Financial Marketing Group (Broker/Dealer for Sun Life Financial)   2005 - 2008
Sun Life Financial  2001 - 2005
Putnam Investments   1996 - 2001

Skills
Needs Analysis, Instructional Design, E-Learning, Captivate, Learning Management, Project Management, Training Delivery, Vendor Management, Lectora, Presentation Coaching, Mergers, Process Improvement, Change Management, Student Financial Aid, Financial Services, Alumni Relations, Mergers & Acquisitions, Planned Giving, Risk Management, Strategic Planning, Instructor-led Training, Call Centers, Learning Management..., Performance Management, ADDIE, Training, Series 7, Leadership, Blended Learning, FINRA, Leadership Development, Organizational..., Onboarding, ROI Management, FINRA Series 7, Series 6, Series 63, Mutual Funds, 401k, Series 24, Employee Benefits, Insurance, Relationship Management

Education
Lesley University   1999 — 2003
Master of Science, Organizational Development

Butler University - College of Business Administration   1995 — 1996
MBA

University of New England   1987 — 1990
B.S., Business

Peabody Veterans Memorial High School   1981 — 1985

Christopher Logel Christopher Logel Norfolk, Virginia Details
Christopher Logel's Putnam Investments Experience February 2012 - July 2012
Job Application Developer at Physician Software Systems
Industry Computer Software
Experience
Physician Software Systems   June 2014 - Present
WellPoint -- CONTRACTOR   August 2013 - December 2013
Self  January 2013 - August 2013
Dominion Enterprises  November 2012 - January 2013
Self-Employed  April 2012 - August 2012
Putnam Investments   February 2012 - July 2012
Earth2Me   September 2011 - December 2011
RetroSophic Games   February 2011 - September 2011
Digital Bungalow  September 2010 - December 2010
Carleton College  March 2010 - June 2010

Skills
jQuery, JavaScript, C#, Java, Photoshop, AJAX, HTML, Highly Analytical, Fast Learner, Web Development, HTML + CSS, ActionScript, Windows, Linux, Visual Studio, Algorithm Design, Programming, Python, Computer Hardware, Mac, HTML 5, WordPress, XNA, Flash, Illustrator, Dreamweaver, Eclipse, Analytical Skills, HTML5, CSS, User Interface, Microsoft Office, OOP

Education
Carleton College   2006 — 2010
BA, Philosophy

Carleton College
Bachelor's degree

Kim Thomson Kim Thomson Greater Boston Area Details
Kim Thomson's Putnam Investments Experience December 1999 - July 2001
Job Application Systems Analyst at Enterprise Bank & Trust
Industry Banking
Experience
Enterprise Bank (Enterprise Bancorp)   December 2003 - Present
First Essex   July 2001 - December 2003
Putnam Investments   December 1999 - July 2001

Skills
Business Analysis, Process Improvement, Project Management, Customer Service, SharePoint, Microsoft Excel, User Acceptance Testing, Banking, Credit, Risk Management, Outlook, Commercial Lending, Commercial Banking, Small Business Lending, Loans, Retail Banking

Education
Cambridge College   2003 — 2005
Masters, Managment

University of Massachusetts Lowell   1997 — 2001
Bachelors, Business Administration

Michael deMarco Michael deMarco Greater Boston Area Details
Michael deMarco's Putnam Investments Experience 1997 - 2002
Job Investment Strategy & Risk Advisor
Industry Investment Management
Experience
Fidelity Investments  2013 - Present
MetLife  2009 - 2012
Goldman Sachs / Global Manager Strategies   2006 - 2008
Wellington Management  2002 - 2005
Putnam Investments   1997 - 2002
GTE - Investment Management Corporation   1991 - 1997
Citi Group  1980 - 1991

Skills
@Risk, Alternative Investments, Leadership, Portfolio Management, Risk Management, Investments, Equities, Financial Modeling, Mutual Funds, Capital Markets, Financial Risk, Derivatives, Securities, Asset Allocation, Investment Strategies, Financial Services, Investment Management, Board of Directors

Education
Carnegie Mellon University
B.S., Engineering & Finance

Massachusetts Institute of Technology - Sloan School of Management
S.M., Finance

Peter Krengel Peter Krengel Seattle, Washington Details
Peter Krengel's Putnam Investments Experience July 2012 - November 2013
Job Manager, SEO and Analytics at RealSelf
Industry Online Media
Experience
RealSelf  April 2015 - Present
RealSelf  November 2013 - April 2015
Putnam Investments   July 2012 - November 2013
Carnegie Mellon University  August 2011 - December 2011
JPMorgan Chase  June 2011 - August 2011
Carnegie Mellon University  January 2011 - May 2011
Omeros Corporation  June 2009 - August 2009
Omeros Corporation  June 2008 - August 2008

Skills
SQL, Tableau, Databases, Plastic Surgery..., SEO, Quantitative Finance, Fixed Income, VBA, SharePoint, Portfolio Management, Strategic Planning, Bloomberg, Programming, Software Development, Oracle SQL Developer, Microsoft Excel, C, Performance Attribution, Java, JDBC, PL/SQL, Fortran, Eclipse, Mathematica, Matlab, Mathematical Analysis, Financial Analysis, Financial Risk..., Financial Modeling, Mathematical Modeling, Monte Carlo Simulation, Black-Scholes, Coaching, Lacrosse, Sailing, Portfolio Optimization, Optimization, Project Management, Software Project..., Computational Physics, Physics, Equity Research, Microsoft Word, Data Analysis

Education
Carnegie Mellon University   2008 — 2012
Bachelor of Science, Computational Physics

Lakeside School   2000 — 2008
High School Diploma

Craig Weiner Craig Weiner Greater New York City Area Details
Craig Weiner's Putnam Investments Experience March 2004 - November 2008
Job Portfolio Administration at Spectrum Asset Management
Industry Investment Management
Experience
Spectrum Asset Management   April 2012 - Present
Putnam Investments   March 2004 - November 2008
Putnam Investments   July 1998 - May 2001

Skills
Fixed Income, Investments, Asset Management, Bloomberg, Asset Managment, Portfolio Management, Derivatives, Asset Allocation, Statistics, Trading, Risk Management, Bonds, Risk, VBA, Mutual Funds, Quantitative Analysis, Data Analysis

Education
Stanford University Graduate School of Business   2001 — 2003
MBA

Carnegie Mellon University   1994 — 1998
BS with Honors, Applied Mathematics

Stuyvesant High School   1990 — 1994

Amiel Vargas Amiel Vargas Miami/Fort Lauderdale Area Details
Amiel Vargas's Putnam Investments Experience November 1999 - December 2000
Job Labor on Site
Industry Staffing and Recruiting
Experience
Labor on Site   October 2013 - Present
Enviro Staffing Solutions, Corp   2007 - 2013
UPS  May 2006 - March 2007
Cambridge College  September 2003 - May 2006
UPS  December 2000 - September 2003
Putnam Investments   November 1999 - December 2000

Skills
Coaching, Community Outreach, Public Relations, Recruiting, Team Building, Microsoft Word, Program Management

Education
Cambridge College   2004 — 2007
Bachelor Management

Middlesex Community College   2000 — 2002
Associate Business Administration

Lawrence High School

kevon stamper kevon stamper Greater Boston Area Details
kevon stamper's Putnam Investments Experience June 2009 - August 2009
Job seasonal groundskeeper at Corcoran Management Company
Industry Retail
Experience
K & G superstore   October 2010 - Present
Corcoran Management Company  May 2010 - Present
Citizens Schools   2004 - 2011
Citizens Schools   2004 - 2011
Putnam Investments   June 2009 - August 2009

Education
Bunker Hill Community College   2010 — 2012
business

Nichols College   2008 — 2010
n/a, accounting

Sepehr Hamidzade Sepehr Hamidzade Philadelphia, Pennsylvania Details
Sepehr Hamidzade's Putnam Investments Experience June 2010 - August 2010
Job Engineer at Maser Consulting
Industry Civil Engineering
Experience
Maser Consulting  January 2014 - Present
The Pelsa Company   2011 - December 2013
Bucknell University Office of Residential Life   January 2010 - May 2011
Putnam Investments   June 2010 - August 2010

Skills
Carlson Survey, Civil 3D, Primavera P6, Revit, Matlab, Microsoft Office, AutoCAD, Civil Engineering, Stormwater Management, Structural Engineering, MathCAD, Microsoft Excel, Data Analysis, Surveying, PowerPoint, Microsoft Word, Engineering Training, Research, Revit, Drainage, Engineering, Structural Analysis, Teamwork

Education
Villanova University   2012 — 2015
Master's degree, Civil Engineering

Bucknell University   2007 — 2011
Bachelor of Science, Civil Engineering

Malden High School   2003 — 2007

Jeff Daigle Jeff Daigle Greater Boston Area Details
Jeff Daigle's Putnam Investments Experience September 1995 - December 1996
Job Director of Project Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  March 2015 - Present
Fidelity Investments  June 2011 - Present
Fidelity Investments  March 2008 - June 2011
Fidelity Investments  July 2003 - March 2008
Fidelity Investments  July 2000 - July 2003
Fidelity Investments  September 1998 - July 2000
Fidelity Investments  December 1996 - September 1998
Putnam Investments   September 1995 - December 1996

Skills
ITIL Certified, Project Management, Resource Management, Release Management, SDLC, Vendor Management, Integration, Software Project..., Software Development, Requirements Gathering, PMP, Enterprise Architecture, Business Analysis, IT Strategy, Solution Architecture, Project Portfolio..., SharePoint, Data Warehousing, PMO, IT Management, Enterprise Software

Education
Bryant University   1991 — 1995
Bachelor of Science, Finance

Peter Chiappinelli, CFA CAIA Peter Chiappinelli, CFA CAIA Greater Boston Area Details
Peter Chiappinelli, CFA CAIA's Putnam Investments Experience June 2000 - June 2006
Job Portfolio Strategist, GMO Asset Allocation Team
Industry Investment Management
Experience
GMO, LLC (Grantham, Mayo, Van Otterloo & Company)   January 2010 - Present
Carleton College  August 2009 - Present
CAIA Boston   March 2009 - March 2013
BSAS (Boston Security Analyst Society)   July 2010 - July 2012
Pyramis Global Advisors, a Fidelity Investments Co.   June 2006 - January 2010
Putnam Investments   June 2000 - June 2006
GE Asset Management  1998 - 2000
Unilever  1996 - 1998
The Learning Company (MECC)   1993 - 1996

Skills
Hedge Funds, Asset Allocation, Investment Strategies, Portfolio Management, Investments, Investment Management, Mutual Funds, Alternative Investments, Equities, Fixed Income, Series 7, Strategy, Derivatives

Education
University of Pennsylvania - The Wharton School   1991 — 1993
MBA, Finance

Université de Bourgogne   1990 — 1991
Certificate of French studies

Carleton College   1983 — 1987
BA, Religion, Science Technology & Public Policy

John Jay HS
HS diploma

Douglas Vander Linde Douglas Vander Linde Greater Chicago Area Details
Douglas Vander Linde's Putnam Investments Experience 1990 - 2001
Job Head of Global Development and Distribution
Industry Investment Management
Experience
Towers Watson  July 2012 - Present
Mercer  2005 - June 2012
Mercer HR Services  2004 - 2005
Mercer Investment Consulting  2003 - 2004
Northern Trust Global Investments  2001 - 2003
Putnam Investments   1990 - 2001
Metropolitan Life  1984 - 1990

Skills
Executive Management, Institutional, Asset Management, Investment Strategies, Fund Of Funds, Defined Benefit, 401k, Equities, Fixed Income, Pensions, ALM, Emerging Markets, Alternative Investments, Private Equity, Real Estate, Hedge Funds, Mutual Funds, Asset Allocation, Investments, Business Strategy, Strategic Planning, New Business Development, Market Penetration, Competitive Analysis, Marketing Strategy, Sales Management, Investment Advisory, Fortune 1000, Hedging, Change Management, Asset, Retirement, Financial Markets, Client Service, Capital Markets, Institutional Investors, Client Retention, Series 7, Series 63, Business Development, Client Services

Education
Keller Graduate School of Management, Chicago, IL   1986 — 1990
MBA, Finance

Calvin College   1977 — 1981
BA, Business/Economics

Susannah Chinoy Susannah Chinoy Greater Boston Area Details
Susannah Chinoy's Putnam Investments Experience January 2007 - January 2009
Job Experienced Executive Assistant to Clevel Suite Executives
Industry Insurance
Experience
Etex Corporation  August 2012 - January 2014
Albert Risk Management Consultants  March 2012 - July 2012
The Commonwealth of Massachusetts EHS Division of Health Care Finance and Policy   February 2011 - July 2011
Fresenius Medical Care  May 2010 - August 2010
Putnam Investments   January 2007 - January 2009
GlaxoSmithKline Biologicals  August 2002 - November 2006
Harvard Business School  1991 - 1997
Rensselaer Polytechnic Institute  1982 - 1991

Skills
PeopleSoft, Business Development, Microsoft Excel, PowerPoint, Salesforce.com, Kronos, Payroll, Microsoft Word, Oracle Reports, DocuShare, Captiva, Hoovers, SAP HR, eRoom, SAP R/3, LogMeIn, Splunk, Ariba, XML, Concur, XML Tools, CCENT, Management, Onboarding, Access, Time Management, Communication, Customer Service, Strategic Planning, Training, Leadership

Education
Cambridge College   2011 — 2015
MM, Business Negotiation & Conflict Resolution Concentration

University of Massachusetts at Lowell
Bacholors of Science, Psychology

Nick Colongeli Nick Colongeli Greater Boston Area Details
Nick Colongeli's Putnam Investments Experience December 2008 - May 2009
Job Strategy and Business Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  November 2012 - Present
Fidelity Investments  July 2010 - October 2012
Fidelity Investments  September 2009 - May 2010
Pyramis Global Advisors  June 2009 - August 2009
Putnam Investments   December 2008 - May 2009

Skills
Strategic Financial..., Investments, Financial Analysis, Financial Risk, Financial Reporting, Business Analysis, Strategy, Finance, Financial Modeling, Process Improvement, Financial Forecasting, Essbase, Risk Analysis, Internal Audit, Auditing, Business Development, Asset Management, Strategy Alignment, Strategy Execution, New Business Development, Oracle Discoverer, Control Testing, Executive Reporting, Project Management, Management Consulting, Business Strategy, Reverse Mergers, Business Planning, Competitive Analysis, Strategic Partnerships, Strategic Thinking, Financial Planning, Microsoft Excel, Microsoft Office

Education
Bryant University   2006 — 2010
BSBA, Finance, Legal Studies, Economics

Profile High School   2002 — 2006

Ajamu Senghor Ajamu Senghor Cambridge, Massachusetts Details
Ajamu Senghor's Putnam Investments Experience January 2008 - July 2008
Job Technical Support Engineer at Harvard University
Industry Information Technology and Services
Experience
Harvard University  November 2012 - Present
Harvard University  November 2010 - November 2012
Harvard University  July 2010 - November 2010
Joslin Diabetes Center  April 2009 - June 2010
Wyeth  November 2008 - December 2008
Year Up  August 2008 - November 2008
Putnam Investments   January 2008 - July 2008
Lowe's Home Improvement  February 2005 - February 2007

Skills
Hardware, System Deployment, Help Desk Support, Lotus Notes, Operating Systems, BMC Remedy, Technical Support, Windows Vista, VMware, Virtualization, Hardware Support, Norton Ghost, Software Documentation, Microsoft Exchange, Outlook, Hardware Installation, DNS, System Administration, Network Administration, Networking, Cisco Technologies, DHCP, Windows, Mac OS, Servers, Linux, iPad, Information Technology, Software, Windows Server, TCP/IP, VPN, Disaster Recovery, Workstations, Active Directory, Dell Computers, ITIL v3 Foundations...

Education
Cambridge College   2007 — 2008
N\A, Business Management

Brandeis University TYP   2003 — 2004
Certificate, Forensic Science, American History

Bunker Hill Community College
Computer Support Specialist

Ryan Covington Ryan Covington Greater Chicago Area Details
Ryan Covington's Putnam Investments Experience 2001 - 2008
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones  April 2013 - Present
Protective Life  2011 - March 2013
Turner Investments  2009 - 2011
Lincoln Financial Distributors  2008 - 2009
Putnam Investments   2001 - 2008
The Hartford  1997 - 2001

Education
Butler University   1993 — 1997
BS, Finance

Homestead   1989 — 1993

Michael Botaish, C.P.A Michael Botaish, C.P.A Westwood, Massachusetts Details
Michael Botaish, C.P.A's Putnam Investments Experience June 2005 - August 2005
Job International Tax Manager at TripAdvisor
Industry Internet
Experience
TripAdvisor  March 2015 - Present
TripAdvisor  October 2013 - February 2015
PwC  July 2009 - September 2013
PwC  June 2008 - August 2008
Bank Rhode Island  September 2007 - December 2007
PwC  June 2007 - August 2007
PwC  June 2006 - August 2006
Putnam Investments   June 2005 - August 2005

Skills
Tax, Valuation, Corporate Tax, Transfer Pricing, Big 4, Accounting, Auditing, International Tax, Analysis, Tax Accounting, Financial Analysis, Financial Accounting, Financial Modeling, Financial Reporting, Due Diligence, Consulting, Business Analysis, Management Consulting, Forecasting, Microsoft Excel, Intellectual Property..., Transfer Pricing..., Litigation Support, International Tax..., IP, Corporate Development, M&A analysis, International M&A, Provision

Education
Bryant University   2008 — 2009
Masters of Professional Accountancy, Accounting, 3.55

Bryant University   2005 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Economics, 3.85

Loren Starr Loren Starr Atlanta, Georgia Details
Loren Starr's Putnam Investments Experience January 1998 - January 2001
Job Chief Financial Officer at Invesco
Industry Investment Management
Experience
Invesco  October 2005 - Present
Janus Capital Group  January 2001 - August 2005
Putnam Investments   January 1998 - January 2001
Lehman Brothers  January 1996 - January 1998
Morgan Stanley  January 1991 - January 1996

Skills
Corporate Finance, Business Strategy, Treasury Management, Investor Relations, Global Management, Continuous Improvement, Corporate Services, Investments, Capital Markets, Hedge Funds, Asset Managment, Alternative Investments, Fixed Income, Financial Modeling, Asset Management, Equities, Treasury, Private Equity, Asset Allocation, Investment Management, Securities, Investment Strategies, Mutual Funds, Equity Research, Valuation

Education
Carnegie Mellon University - Tepper School of Business   1990 — 1991
Master's degree, Operations Research

Columbia Business School   1985 — 1987
Master of Business Administration (MBA), Finance, General

Columbia University - Fu Foundation School of Engineering and Applied Science   1983 — 1984
Bachelor of Science (BS), Industrial Engineering

Columbia College (NY)   1979 — 1983
Bachelor of Arts (B.A.), Chemistry

UNIS

UNIS

Elizabeth MacElwee Jones Elizabeth MacElwee Jones Greater Seattle Area Details
Elizabeth MacElwee Jones's Putnam Investments Experience January 1998 - January 2004
Job Principal and Founder, Blakely Harbor Advisors, LLC
Industry Investment Management
Experience
Blakely Harbor Advisors, LLC   January 2008 - Present
Putnam Investments   January 1998 - January 2004
Morgan Stanley  April 1995 - October 1997
Goldman Sachs  April 1991 - April 1995

Skills
Asset Allocation, Equities, Asset Managment, Investments, Fixed Income, Portfolio Management

Education
New York University, Stern School of Business   1990 — 1991
MBA, Finance

Carnegie Mellon University
BS, Public Policy

Stephen Tinkham Stephen Tinkham Greater Boston Area Details
Stephen Tinkham's Putnam Investments Experience November 1998 - December 2008
Job
Industry Health, Wellness and Fitness
Experience
Unicity International  September 2011 - Present
Mercer  December 2008 - Present
Putnam Investments   November 1998 - December 2008

Education
University of Massachusetts Dartmouth   1984 — 1985

Bryant College   1983 — 1984
Accounting/Finance

Sonja Strzoda Sonja Strzoda Greater Los Angeles Area Details
Sonja Strzoda's Putnam Investments Experience December 2008 - June 2011
Job Director, Consultant Relations at Columbia Management
Industry Financial Services
Experience
Columbia Management  July 2011 - Present
State Association of County Retirement Systems   2005 - November 2011
Kinecta Federal Credit Union  2009 - September 2011
Putnam Investments   December 2008 - June 2011
Robeco  May 2007 - December 2008
Bradford & Marzec  January 1998 - May 2007
PIMCO  April 1994 - December 1997
Dean Witter  January 1993 - April 1994

Skills
Client Service, Investments, Asset Management, Institutional Investors, Hedge Funds, Financial Services, Series 7, Investment Management, Institutional..., Pensions, Relationship Management, Asset Managment, Fixed Income, Pension Funds, Asset Allocation, Mutual Funds, Investment Strategies, Portfolio Management, Equities, Alternative Investments, Marketing, Wealth Management, 401k, Fund Of Funds, Bloomberg, Series 63, Investment Advisory, Client Services

Education
California State University-Long Beach
MBA, Finance

University of California, Irvine
BS, Economics

Jeff Stought Jeff Stought Greater Boston Area Details
Jeff Stought's Putnam Investments Experience 2004 - 2009
Job Head of Trading at Copper Rock Capital Partners
Industry Investment Management
Experience
Copper Rock Capital Partners, LLC   2010 - Present
Putnam Investments   2004 - 2009
Goldman Sachs International  1998 - 2004
Accenture  1990 - 1996

Education
University of Pennsylvania - The Wharton School   1996 — 1998
MBA, Finance

California Polytechnic State University-San Luis Obispo   1986 — 1989
BS, Business Finance, Cum Laude

Gina Szymanski Gina Szymanski Greater Boston Area Details
Gina Szymanski's Putnam Investments Experience August 2001 - Present
Job Senior Equity Research Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments   August 2001 - Present
CIBC World Markets  January 1998 - August 1999
Matson Driscoll & Damico Ltd.   January 1996 - December 1997

Skills
Mutual Funds, Financial Modeling, Bloomberg, Equities, Equity Research, Asset Management, Investments, Portfolio Management, Financial Analysis, Hedge Funds, Valuation, Investment Management, Alternative Investments

Education
Carnegie Mellon University - Tepper School of Business   2000 — 2001
Master of Science (MSc), Accounting and Finance

University of Waterloo   1995 — 2000
Bachelor of Mathematics, Business Administration and Economics

Andrew J. Guyll Andrew J. Guyll Greater Boston Area Details
Andrew J. Guyll's Putnam Investments Experience September 2003 - December 2004
Job General Manager/Certified Personal Trainer at Fitness Together
Industry Health, Wellness and Fitness
Experience
Fitness Together  January 2014 - Present
Fitness Together  November 2009 - Present
The National Personal Training Institute  March 2011 - October 2013
Mike Boyle Strength & Conditioning  2010 - 2010
Putnam Investments   September 2003 - December 2004

Skills
Exercise Physiology, Personal Training, Nutrition, Strength Training, Sports, Fitness Training, Fitness, Sports Nutrition, Strength & Conditioning, Functional Training, Weight Training, Injury Prevention, Athletics, Wellness Coaching, Kettlebells, Rehabilitation, Corrective Exercise, Performance Enhancement, Circuit Training, Cardio, Exercise Prescription

Education
Northeastern University   2013 — 2015
Master’s Degree

The National Personal Training Institute
Diploma

California State University-Chico   2005 — 2008
Bachelor's Degree

Dean College   2003 — 2004
Associate's Degree

Jeff Ngo Jeff Ngo Greater Boston Area Details
Jeff Ngo's Putnam Investments Experience June 2012 - Present
Job Mac Engineer at Putnam Investments
Industry Retail
Experience
Putnam Investments   June 2012 - Present
RokWar Interactive   February 2011 - Present
Loomis, Sayles & Company   March 2011 - June 2012
OnForce  December 2010 - March 2011
Apple Inc  July 2007 - November 2010
Apple Inc  June 2007 - July 2007
Albertsons  February 2002 - June 2007

Skills
Mac OS X, Customer Service, Troubleshooting, CSS, HTML, Windows, Microsoft Office, Web Development, Operating Systems, Problem Solving, Social Media, Web Design, OS X, iWork

Education
Everett High School   2002 — 2006
High School Diploma

Bunker Hill Community College
Computer Science

New England Institute of Art
degree, graphic design

Jim Ofria Jim Ofria Greater Chicago Area Details
Jim Ofria's Putnam Investments Experience June 1997 - May 2002
Job Senior Product Manager, Reporting Solutions at Morningstar
Industry Information Technology and Services
Experience
Morningstar  March 2015 - Present
Morningstar  December 2012 - February 2015
Morningstar  June 2008 - November 2012
Fidelity Investments  April 2006 - May 2008
Fidelity Investments  June 2002 - March 2006
Putnam Investments   June 1997 - May 2002

Skills
Customer Relations, Business Requirements, Cross-functional Team..., Team Leadership, Wealth Management, Customer Service, Portfolio Management, Management, Project Management, Product Management, Business Analysis, Product Development, Software Project..., Competitive Analysis, Strategy, Business Development, Analytics, Product Marketing, SaaS, Agile Methodologies, Vendor Management, Enterprise Software

Education
Bucknell University
Bachelor of Science, Engineering

Giuseppe Giardina Giuseppe Giardina Peabody, Massachusetts Details
Giuseppe Giardina's Putnam Investments Experience March 2007 - Present
Job Desktop support Specialist at Putnam Investments
Industry Financial Services
Experience
Putnam Investments   March 2007 - Present
Bank of America  January 2006 - January 2007
Year Up  January 2005 - January 2006

Skills
Process Improvement, Vendor Management, SQL, Access, Team Leadership, Visio, Strategic Planning, Call Centers, Disaster Recovery

Education
Cambridge College   2006 — 2008
Computer and Information Sciences and Support Services

Everett High school   1998 — 2002
High School

Keith Walonis Keith Walonis Greater Boston Area Details
Keith Walonis's Putnam Investments Experience February 1994 - July 2001
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  July 2001 - Present
Putnam Investments   February 1994 - July 2001

Skills
Mutual Funds, Financial Services, Relationship Management, Business Intelligence, Employee Benefits, Investments, Management, Outsourcing, Quality Assurance, Retirement, Strategic Planning, Defined Benefit, 401k

Education
Bryant University   1990 — 1994
Bachelor of Science degree, Business Management

Kris Robin Kris Robin Providence, Rhode Island Area Details
Kris Robin's Putnam Investments Experience January 2006 - January 2007
Job Senior Consultant, Medicare Part D Accounting at CVS Health
Industry Financial Services
Experience
CVS Health  June 2014 - Present
State Street  October 2013 - June 2014
State Street  November 2012 - October 2013
State Street  January 2007 - October 2012
Putnam Investments   January 2006 - January 2007

Skills
Equities, Fixed Income, Bloomberg Terminal, Fund Accounting, Account Reconciliation, Monthly Close Process, Derivatives, Microsoft Excel, Data Analysis, Variance Analysis, Fund Of Funds, Corporate Actions, Accruals, Sarbanes-Oxley Act, Accounting, Financial Analysis, Management, Process Improvement

Education
Bryant University
Bachelor's degree (BSBA), Accounting

Karen Laplante Karen Laplante Greater Boston Area Details
Karen Laplante's Putnam Investments Experience 2007 - February 2009
Job Brad Hutchinson Real Estate, Realtor®
Industry Real Estate
Experience
Brad Hutchinson Real Estate   February 2011 - Present
Putnam Investments   2007 - February 2009
Putnam Investments   2004 - 2007
Putnam Investments   February 2002 - 2004
Bastion Capital   1995 - 1996
Davis Companies  1994 - 1995
Bank of New Hampshire  1993 - 1994
Bank of New Hampshire  1991 - 1993
Bank of New Hampshire  1989 - 1991
Bank of New Hampshire  1986 - 1989

Skills
Series 63, Mutual Funds, Management, Investment Properties, Marketing, Investments, Sales, Analysis, Sellers, Real Estate, Salesforce.com

Education
California State University-Long Beach
BS, International Business / International Economics

Merrimack High School

Matthew Jillson Matthew Jillson Providence, Rhode Island Area Details
Matthew Jillson's Putnam Investments Experience January 2008 - October 2009
Job Network Manager at Wellesley School Department
Industry Information Technology and Services
Experience
Wellesley School Department   September 2013 - Present
Verivo  February 2011 - September 2015
Verivo  February 2011 - September 2015
ActionLink  June 2006 - August 2014
Putnam Investments   January 2008 - October 2009

Skills
Cisco IOS, Windows Server, Mac OS X, Barracuda Backup, Symantec Backup, Active Directory, Microsoft Exchange, Postini, VMware, Microsoft SQL Server, Disaster Recovery, IIS, Contract Negotiation, Mobile Applications, Enterprise Software, Mobile Devices, Cloud Computing, Blackberry, OS X, Servers, SQL, Databases

Education
Bryant University   2005 — 2008
BS, Finance

Jeff Dudeck, CIPM Jeff Dudeck, CIPM Denver, Colorado Details
Jeff Dudeck, CIPM's Putnam Investments Experience 1999 - 2002
Job Manager Research & Competitive Analysis Performance Reporting and Research
Industry Investment Management
Experience
Charles Schwab Investment Management  June 2014 - Present
Ashland Partners  June 2013 - May 2014
Janus Capital Group  October 2008 - June 2013
Janus Capital Group  October 2007 - October 2008
Putnam Investments   1999 - 2002

Skills
Performance Measurement, Performance Verification, GIPS, CIPM, Portfolio Performance..., Performance Analysis, Performance Attribution, Finance, Accounting, Performance Consulting, Derivatives, Microsoft Office, Banking, Leadership, Training, Retirement Planning, Performance Testing, Performance Auditing

Education
Bryant University   1995 — 1999
Bachelor of Science (BS), Finance and Financial Management Services

West Morris Central

Lisa Sall, CRPC® Lisa Sall, CRPC® Somerville, Massachusetts Details
Lisa Sall, CRPC®'s Putnam Investments Experience January 2008 - September 2009
Job at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  June 2013 - Present
John Hancock Funds  February 2011 - June 2013
AXA Equitable  September 2009 - February 2011
Putnam Investments   January 2008 - September 2009

Skills
Series 7, Series 66, CRPC, Life & Health Insurance..., Uniform Combined State..., Mutual Funds, Retirement Planning, IRAs, 401k, Alternative Investments, FINRA, Financial Advisory, Financial Analysis, Fixed Annuities, Insurance, Investment Advisory, Investment Management, Retirement, Securities, Strategic Financial..., Variable Annuities, Asset Allocation

Education
Bryant University   2005 — 2009
Bachelor of Science in Business Administration, Marketing

Alicia Alcantara Alicia Alcantara Tracy, California Details
Alicia Alcantara's Putnam Investments Experience December 1997 - February 2008
Job Executive Admin
Industry Wholesale
Experience
Lifestyle Solutions Inc.   April 2013 - Present
Brown Brothers Harriman  February 2008 - September 2009
Putnam Investments   December 1997 - February 2008
Equitrac Corporation  June 1995 - December 1997

Skills
Ceridian, windows 7, Microsoft Office 2007, Bloomberg, Typing, Fax, Phone Etiquette, Travel Planning, Excel, PowerPoint, Filing, Organizing Meetings, ordering office supplies, Facilitate computer..., expense reports, web research, Executive Support, Calendars, Travel Arrangements, Spreadsheets, Office Management, Concur, Heavy Calendaring, File Management, Microsoft Office, Mail Merge, Office Equipment, Executive Level..., Organization, Office Administration, Calendaring, Confidentiality, Equities, Visio, Lotus Notes, Access, Microsoft Word, Expense Management, Telephone Skills, Data Entry, Time Management, Document Management, Payroll, Outlook, Records Management

Education
University of Phoenix   2002 — 2015
Bachelor of Business Administration

Burdett School   1994 — 1995
Certified, Executive Secretarial Program

Cape Cod Community College   1990 — 1991
Legal Administrative Assistant/Secretary

Melissa Milling Melissa Milling Greater Boston Area Details
Melissa Milling's Putnam Investments Experience April 2011 - November 2011
Job Health and Wellness Professional, Health Coach and Motivational Wellness Leader
Industry Health, Wellness and Fitness
Experience
Sano Nutrition & Wellness, LLC   September 2012 - Present
Cambridge Athletic Club  November 2013 - July 2015
Boston Body Pilates  March 2012 - November 2013
Faulkner Hospital  November 2011 - March 2012
Putnam Investments   April 2011 - November 2011
Pure Pilates, Commonwealth Sports Club   August 2009 - April 2011
Boston Dance Company   October 1998 - December 2008
Hollister, Inc  April 2007 - June 2008
Acceleron Pharma  2006 - 2007

Skills
Health, Fitness, Dance, Customer Service, Nutrition Education, Nutritional Counseling, System Administration, Nutrition, Lifestyle, Yoga, Wellness Coaching, Pilates, Fitness Training, Wellness, Holistic Health, Meditation, Therapeutic Massage, Reiki, Wellbeing, Strength Training, Rehabilitation, Weight Training, Administration, Program Management, Project Management, Exercise Physiology, Sports Nutrition, Weight, Health Education, Personal Training, Event Planning, Public Speaking, Management, Coaching, Marketing

Education
University of Massachusetts, Amherst   2013 — 2015
Master's degree, Public Health

Mercyhurst College   2002 — 2006
BA, Dance

Institute for Integrative Nutrition   2012 — 2013
Certificate in Health Coaching, Foods, Nutrition, and Wellness Studies, General

Bunker Hill Community College   2011 — 2011
Continuing Education, Nutrition Sciences

Pamela Shedd Pamela Shedd Greater Boston Area Details
Pamela Shedd's Putnam Investments Experience June 1996 - June 2003
Job Education
Industry Staffing and Recruiting
Experience
Pentucket Regional School District  February 2014 - Present
Pentucket Regional School District  September 2008 - February 2014
Zimmerman Associates, a gssi company   April 2010 - February 2011
Market 4 Business   March 2004 - April 2009
Putnam Investments   June 1996 - June 2003

Skills
Contract Recruitment, Customer Service, Leadership, Management, Microsoft Office, Microsoft Word, Research, Sales, Sourcing, Training

Education
Cambridge College   2011 — 2013
Masters Education, Elementary Education and Teaching

Salem State University   1988 — 1993
BA, Psychology

Stephanie Olson, CPA Stephanie Olson, CPA Greater Boston Area Details
Stephanie Olson, CPA's Putnam Investments Experience 2006 - 2008
Job Senior Accountant at MC10 Inc.
Industry Accounting
Experience
MC10 Inc.  May 2015 - Present
HarbourVest Partners  April 2012 - May 2015
PricewaterhouseCoopers  January 2011 - April 2012
Bryant University  March 2007 - May 2010
PricewaterhouseCoopers  June 2009 - August 2009
Putnam Investments   2006 - 2008

Skills
Financial Reporting, Financial Analysis, Asset Management, Accounting, Private Equity, Leadership, Finance, Auditing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Project, Salesforce.com, Financial Accounting

Education
Bryant University   2009 — 2010
MPAc, Masters of Professional Accountancy

Bryant University   2006 — 2010
BS - Business Administration, Accounting

Margaret Pelton (JDUSA) Margaret Pelton (JDUSA) Greater Boston Area Details
Margaret Pelton (JDUSA)'s Putnam Investments Experience February 1999 - July 2003
Job Freelance Print Production Manager
Industry Marketing and Advertising
Experience
MC Productions  August 2008 - Present
Brookstone  June 2007 - August 2008
Consultant (Self-employed)   August 2004 - July 2007
PartyLite  July 2003 - August 2004
Putnam Investments   February 1999 - July 2003
Consultant  December 1995 - February 1999
Liberty Mutual Insurance Company  October 1988 - November 1995

Skills
Marketing Communications, Advertising, Marketing, Print, Adobe Creative Suite, Creative Direction, Purchasing, Integrated Marketing, Social Media, Direct Marketing, Social Networking, Graphic Design, Management, QuarkXPress, Budgets, Account Management, Online Advertising, Direct Mail, Social Media Marketing, Leadership, Brand Development, Catalogs, Copywriting, Email Marketing, Trade Shows, Packaging, Adobe Acrobat, Creative Strategy, Interactive Marketing, Newsletters

Education
Northeastern University   2009 — 2009
Certificate, Paralegal

Cambridge College   2001 — 2004
Master's degree (M. Ed.), Psychology

Emerson College   1984 — 1986
Bachelor's degree, Communications

BunkerHill Community College   1981 — 1984
Associate's degree, Media Technology

Michael Gill Michael Gill Greater Boston Area Details
Michael Gill's Putnam Investments Experience January 2011 - May 2012
Job Senior Project Manager | Web Agile Team| Information Technology Group at Harvard Business School
Industry Marketing and Advertising
Experience
Harvard Business School  March 2013 - Present
SapientNitro  February 2012 - February 2013
Putnam Investments   January 2011 - May 2012
CWD - Creative With Direction   March 2009 - January 2011
Digitas  2007 - 2009
Eddleston Gill & Co. Relocation   January 2005 - March 2007
Extraprise  2000 - 2001
Holland Mark  1998 - 2000
Aja Productions   1996 - 1998
Convergent Media Systems  1991 - 1997

Skills
Integrated Marketing, Project Management, Direct Marketing, Proposal Writing, Digital Marketing, CRM, Digital Media, Strategy, Cross-functional Team..., Marketing, Leadership, Management, Program Management, Marketing Strategy, Creative Direction, Advertising, Team Leadership, Online Advertising, Web Analytics, Interactive Marketing, Social Media Marketing, Digital Strategy, Social Media, Consulting, Email Marketing, Mobile Devices, Online Marketing, Interactive Advertising

Education
State University of New York College at Cortland   1985 — 1990
BS

California State University-Hayward   1987 — 1989

Tom Sherman Tom Sherman Greater Boston Area Details
Tom Sherman's Putnam Investments Experience September 2007 - January 2012
Job
Industry Telecommunications
Experience
Comcast  May 2012 - Present
Putnam Investments   September 2007 - January 2012
Comtel Group  September 2006 - September 2007
One Communications  May 2005 - September 2006
Comtel Group  February 2003 - May 2005
CTC Communications Corporation  September 2001 - October 2002
US Data Centers   January 2000 - January 2001
Digital Broadband  1999 - 2000
Fry's Electronics  1997 - 1999

Skills
VoIP, Cisco Technologies, Telecommunications, Switches, Troubleshooting, Customer Service, Avaya, Cisco Call Manager, Microsoft Office, Windows, Inventory Management, Wireless, Network Engineering, Networking, Video Conferencing, Customer Relations, Account Management, Change Management, Software Documentation, Computer Network..., Data Center, ISDN, Blackberry Enterprise..., WAN, NICE, IEX, Avaya Site..., Avaya Communication..., Avaya Aura, Modular Messaging, Aspect ACD, Avaya IP Telephony, Integration, T1, Call Center, Microsoft Excel, Network Administration, DSL, Telephony, MPLS, Unified Communications, Cisco, Excel, Verint, Tangoe CMP, Symon Enterprise..., SIP, SIP Trunking, VPN, Call Centers

Education
California State University-Sacramento   1995 — 1998
Bachelor of Science (BS), Criminal Justice

Administration of Justice, Yuba College   1991 — 1994
Associates of Science, Administration of Justice

Bedford High School   1986 — 1990

Mike Klarman Mike Klarman Orlando, Florida Area Details
Mike Klarman's Putnam Investments Experience June 2005 - June 2006
Job Regional Operations Manager at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Group  November 2010 - Present
Liberty Mutual Group  August 2010 - November 2010
Liberty Mutual Group  June 2008 - August 2010
Vanderbilt University Owen Graduate School of Management  August 2006 - May 2008
Liberty Mutual  May 2007 - August 2007
Putnam Investments   June 2005 - June 2006
Putnam Investments   September 2004 - June 2005
Putnam Investments   February 2004 - September 2004
Putnam Investments   October 2003 - February 2004

Education
Vanderbilt University - Owen Graduate School of Management   2006 — 2008
MBA, Strategy & Marketing

Indiana University Bloomington   2001 — 2003
B.A., Economics

Carnegie Mellon University   1996 — 1998
N/A, Computer Science

Marian High School   1992 — 1996
HS Diploma, n/a

Meghan Lasbury-Casey Meghan Lasbury-Casey Greater Boston Area Details
Meghan Lasbury-Casey's Putnam Investments Experience May 1996 - December 2000
Job Application Development at Mercer
Industry Human Resources
Experience
Mercer  January 2001 - Present
Putnam Investments   May 1996 - December 2000
Early, Cloud & Co   June 1992 - May 1996

Skills
401k Administration, Absence Management, Agile Project Management, Appian, Business Process..., Cordys, Data Warehousing, Health and Benefits..., Business Analysis, Software Development, CRM, Requirements Gathering, Software Project...

Education
Bryant University   1997 — 2000
Master of Business Administration (MBA), Management Information Systems and Services

Bryant University   1988 — 1992
Bachelor of Science (BS), Management Information Systems and Services

Timothy Hawkes Timothy Hawkes Greater Boston Area Details
Timothy Hawkes's Putnam Investments Experience 2001 - April 2007
Job Director of Application Development at SS&C Technologies
Industry Information Technology and Services
Experience
SS&C Technologies  June 2014 - Present
American Student Assistance  June 2012 - June 2014
State Street  March 2011 - May 2012
Wellington Management  April 2007 - March 2011
Putnam Investments   2001 - April 2007
KPMG International  1999 - 2001
Thomson Financial  1998 - 1999
Putnam Investments   1995 - 1998

Skills
Vendor Management, Software Development, Microsoft SQL Server, Agile Methodologies, Business Intelligence, Enterprise Architecture, SDLC, Market Data, SharePoint, Access, Analytics, Product Management, Analysis, Agile Project Management, IIS, Knowledge Management, Business Analysis, Application Architecture, Test Automation, IT Management, .NET, CRM, Factiva, Team Leadership, Financial Services, Mobile Applications, Social Networking, Budgets, Investment Research, SQL Server, Visual Studio, Portal design, Application Delivery, Systems Monitoring, Budget management, IT Operations, Collaboration tools, Application Development, Offshore software..., Investment Management, Performance Management, Usability Testing, Build Automation, Strategic IT Management, Rapid Prototyping, Management, Cloud Applications

Education
Bryant University   1992 — 1996
Bachelor of Business Administration, Finance

Ellis Eckland Ellis Eckland Sacramento, California Area Details
Ellis Eckland's Putnam Investments Experience August 2001 - February 2005
Job Energy Investor
Industry Investment Management
Experience
Eckland Capital   2008 - Present
Frontpoint Partners  2005 - 2007
Putnam Investments   August 2001 - February 2005

Education
The University of Chicago Booth School of Business   1999 — 2001
MBA, Analytical Finance

Cornell University College of Arts and Sciences   1992 — 1995
Economics

Caltech   1990 — 1992
Chemical Engineering

Cindy Hull Cindy Hull Greater New York City Area Details
Cindy Hull's Putnam Investments Experience 2001 - 2004
Job Senior Trader Analyst at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York  June 2006 - Present
Putnam Investments   2001 - 2004
Pfizer Inc  2000 - 2000

Skills
Fixed Income, Bloomberg, Capital Markets, Hedge Funds, Portfolio Management, Economics, Financial Analysis

Education
Columbia University - School of International and Public Affairs   2004 — 2006
M.A., International Economic Policy

Carnegie Mellon University   1997 — 2001
B.S., Chemical Engineering

Kathleen Krason Reagan Kathleen Krason Reagan Greater Boston Area Details
Kathleen Krason Reagan's Putnam Investments Experience November 2009 - January 2010
Job Digital Marketing Professional
Industry Marketing and Advertising
Experience
Talbots  February 2015 - Present
Catalyst online, a WPP Agency   September 2012 - February 2015
Catalyst online, a WPP Agency   November 2010 - September 2012
Catalyst Online  April 2010 - November 2010
Putnam Investments   November 2009 - January 2010
Dolabany Communications Group   July 2007 - March 2009
Hearts On Fire  June 2005 - March 2007
Tiffany & Company  October 2003 - June 2005
Tiffany & Company  November 2001 - October 2003
Affinity Marketing Group  August 1999 - April 2003

Skills
Advertising, Retail, Partnership Marketing, Luxury Goods, Franchising, Email Marketing, Marketing, Marketing Communications, Strategy, SEO, E-commerce, Analytics, Web Analytics

Education
Bryant University
Bachelor of Science, Marketing and Management

Emilie Chang Emilie Chang Greater Boston Area Details
Emilie Chang's Putnam Investments Experience April 2010 - Present
Job Sr. Business Systems Consultant at Putnam Investments
Industry Information Technology and Services
Experience
Putnam Investments   April 2010 - Present
Putnam Investments   February 2006 - March 2010
Putnam Investments   July 2003 - January 2006
Salomon Smith Barney  June 2002 - August 2002

Skills
Testing, SDLC, Management, Project Management, SQL, Leadership, Quality Assurance

Education
Carnegie Mellon University   1999 — 2003
B.S., Business Administration, Concentration in Management Information Systems

Peter Brewster Peter Brewster San Francisco Bay Area Details
Peter Brewster's Putnam Investments Experience December 1999 - January 2001
Job President at Pendulum Consulting Group
Industry Legal Services
Experience
Pendulum Consulting Group   May 2001 - Present
Putnam Investments   December 1999 - January 2001
Franklin Templeton Group  1990 - 1999

Skills
Mutual Funds, Investments, Series 63, Fixed Annuities, Series 7, Sales, Financial Advisory, Insurance, Finance, Due Diligence

Education
California State University-Sacramento
Bachelor of Science, Business Management

California State University-Sacramento

Mihai Ticsa Mihai Ticsa Greater New York City Area Details
Mihai Ticsa's Putnam Investments Experience 2006 - 2007
Job Finance
Industry Financial Services
Experience
eKapital Investments   2013 - Present
eKapital Investments   2009 - 2012
Lehman Brothers  2007 - 2009
Putnam Investments   2006 - 2007
Select Energy  2003 - 2006
Williams Energy  2002 - 2003

Education
Carnegie Mellon University - Tepper School of Business
MSc, Computational Finance

University of Warwick, United Kingdom
MSc, Economics

James Howorth James Howorth Austin, Texas Area Details
James Howorth's Putnam Investments Experience July 2011 - January 2013
Job Application Development Manager
Industry Insurance
Experience
Cigna  April 2014 - Present
FASCORE  February 2013 - April 2014
Howorth llc   January 2006 - April 2014
Putnam Investments   July 2011 - January 2013
MassMutual Financial Group  September 2010 - March 2011
One West Bank  July 2009 - September 2010
Enterprise Iron  2007 - January 2009
TG  2007 - 2007
JPMorgan Chase  2006 - 2007
CitiStreet  2000 - 2006

Skills
SQL, Leadership, SharePoint, Business Analysis, Unix, Microsoft SQL Server, Databases, Oracle, Business Process, Analysis, Enterprise Software, Project Management, Quality Assurance, Access, Management

Education
Cardiff University / Prifysgol Caerdydd   1988 — 1992
Bsc Hone, Maritime Studies

Jefferson Deangelis, CFA Jefferson Deangelis, CFA Milwaukee, Wisconsin Details
Jefferson Deangelis, CFA's Putnam Investments Experience April 1987 - April 1992
Job President and Chief Investment Officer at Northwest Passage Capital Advisors
Industry Investment Management
Experience
Northwest Passage Capital Advisors   January 2014 - Present
Northwestern Wealth Management   December 2012 - Present
Mason Street Advisors  April 2008 - December 2013
Northwestern Mutual  April 1992 - December 2013
Putnam Investments   April 1987 - April 1992
Van Kempen Merritt   April 1986 - March 1987
Northwestern Mutual  January 1983 - March 1986

Skills
Asset Allocation, Investments, Asset Managment, Portfolio Management, Investment Advisory, Mutual Funds, Fixed Income, Wealth Management, Equities, Bonds, Asset Management, Financial Advisory, Securities, Series 7, Alternative Investments, Hedge Funds, Investment Management, Investment Strategies

Education
Marquette University   1980 — 1982
Master of Business Administration (MBA), Finance, General

Carroll College   1977 — 1979
Bachelor of Arts (BA), Political Science and Business

Deerfield High School

Nate Roberts Nate Roberts Greater Boston Area Details
Nate Roberts's Putnam Investments Experience 2000 - 2003
Job Sr. Equity Analyst Small Cap Growth at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles  August 2007 - Present
J.L. Kaplan Associates, LLC   2005 - 2007
Putnam Investments   2000 - 2003
Cantor Fitzgerald  1999 - 2000

Skills
Equities, Investments, Asset Management, Financial Modeling, Portfolio Management, Valuation

Education
Massachusetts Institute of Technology - Sloan School of Management   2003 — 2005
MBA

Bucknell University   1995 — 1999
BA, Economics

Robert Tulipani Robert Tulipani Greater Boston Area Details
Robert Tulipani's Putnam Investments Experience September 2013 - Present
Job Middle Office Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments   September 2013 - Present
State Street  January 2007 - September 2013
Putnam Investments   January 2006 - January 2007
Putnam Investments   August 2003 - January 2006
Putnam Investments   August 2002 - August 2003
Putnam Investments   July 1998 - August 2002
Putnam Investments   October 1997 - July 1998
Putnam Investments   January 1997 - October 1997

Skills
Mutual Funds, Settlement, Financial Services, Corporate Actions, Bloomberg, Financial Risk, Equities, Fund Accounting, Fixed Income, Securities, Back Office, Middle Office, Asset Management, Investments, Hedge Funds

Education
Bryant University   1993 — 1997
BS, Business Management

Beverley Greenfield Beverley Greenfield Marlborough, Massachusetts Details
Beverley Greenfield's Putnam Investments Experience 2002 - 2004
Job Executive Assistant at VCE
Industry Information Technology and Services
Experience
VCE, the Virtual Computing Environment Company  May 2012 - Present
Bain Capital  March 2007 - April 2012
Loring, Wolcott & Coolidge   April 2004 - April 2007
Putnam Investments   2002 - 2004

Skills
Salesforce.com, Event Planning, Outlook, Program Management, Management, Strategy, Project Management, Business Development, Strategic Planning, Leadership, Fundraising, Analysis, Data Analysis, Team Leadership, Vendor Management, Enterprise Software, Microsoft Excel, Microsoft Office, Budgets, PowerPoint

Education
Cambridge College   2003 — 2010
BS, Business Management

Kimberly Thurston Kimberly Thurston Greater Boston Area Details
Kimberly Thurston's Putnam Investments Experience August 1995 - October 2005
Job Director, Finance at Fiserv Output Solutions
Industry Printing
Experience
Fiserv Output Solutions  2005 - Present
Putnam Investments   August 1995 - October 2005

Education
Bryant University

Medway High School   1983 — 1989

Joseph Eveler Joseph Eveler Greater Boston Area Details
Joseph Eveler's Putnam Investments Experience 1997 - 2007
Job Director, Project Management at Hasbro
Industry Information Technology and Services
Experience
Hasbro  July 2015 - Present
Hasbro  April 2014 - July 2015
Hasbro  July 2012 - March 2014
38 Studios  February 2012 - May 2012
Warner Bros. Games (Turbine Studios)   July 2007 - February 2012
Putnam Investments   1997 - 2007

Skills
Video Games, Networking, Online Gaming, Social Games, MMO, Mobile Games, Casual Games, Project Management, Game Development, Monetization, Management, Agile Project Management, Leadership, Social Networking, Mobile Devices, Localization, Scrum, Software Documentation, Digital Distribution, Agile Methodologies, Product Management, Software Project..., E-commerce, Waterfall, Cross-functional Team..., Digital Media, Vendor Management, Visio, Process Improvement, Lean Business Processes, Six Sigma, ITIL, Quality Assurance, Game Design, Computer Games, User Experience, JIRA, Mobile Applications, Xbox 360

Education
Bryant University
MBA, Master of Business Administration

Peter Gosselin, AIF® Peter Gosselin, AIF® Greater Boston Area Details
Peter Gosselin, AIF®'s Putnam Investments Experience October 1995 - December 2004
Job Managing Partner & CoFounder: Gosselin Consulting Group LLC
Industry Financial Services
Experience
Gosselin Consulting Group LLC   May 2010 - Present
Mercer Outsourcing  January 2005 - June 2010
Putnam Investments   October 1995 - December 2004
Putnam Investments   July 1994 - October 1995

Skills
Defined Contribution, DC Investment Plan..., Investments, Investment Strategies, Investment Policy..., 401k, Asset Allocation, Fiduciary Management, Strategic Consulting, Problem Solving, Creative Solutions, Detail Oriented

Education
Bryant University   1990 — 1994
Bachelor of Science (BS), Finance, General

Trinity High School   1986 — 1990

Jason Lan, CFA, FRM Jason Lan, CFA, FRM Greater Boston Area Details
Jason Lan, CFA, FRM's Putnam Investments Experience 2004 - 2006
Job Vice President at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors  2011 - Present
OppenheimerFunds  2009 - 2011
MFS Investment Management  2006 - 2008
Putnam Investments   2004 - 2006

Education
New York University
MS, Mathematical Finance

Carleton University
MS, Mathematics

Tongji University
B. Eng.

Andy Holtz Andy Holtz Greater New York City Area Details
Andy Holtz's Putnam Investments Experience October 2000 - October 2004
Job Major Gifts Officer at CIty College Fund, CCNY
Industry Fund-Raising
Experience
City College Fund   December 2014 - Present
Sustainable America  April 2013 - July 2014
Pittsburgh Zoo and PPG Aquarium  June 2011 - August 2012
AFP Western PA Chapter   January 2009 - December 2011
Penn State University (Greater Allegheny Campus)   March 2009 - June 2011
Allegheny Conference on Community Development  October 2004 - March 2009
Putnam Investments   October 2000 - October 2004
Hewlett-Packard  February 1996 - October 2000
Commonwealth of Pennsylvania  July 1991 - October 1995

Skills
Grant Writing, Grant Management, Grant Research, Grant Applications, Grants Administration, Individual Giving, Corporate Gifts, Process Development, Process Management, Business Analysis, Project Planning, Project Execution, Proposal Writing, Program Management, Event Management, Contract Management, Contract Negotiation, Contract Writing, Government Relations, Policy Analysis, Budget Preparation, Budget Management, Public Speaking, Public Administration, Report Writing, conversational French, Philanthropy, Process Simulation, Project Management, Budgets, Leadership, Event Planning, Annual Giving, Community Outreach, Public Policy, Analysis, Economic Development, Volunteer Management, Nonprofits, Community Development, Stewardship, Board Development, Program Development, Alumni Relations, Non-profit..., Planned Giving, Fundraising, Grants

Education
Carnegie Mellon University   1988 — 1990
MS, Policy Analysis, Public Administration

Earlham College   1983 — 1987
BA, Political Science, Chemistry

Karen Nee Karen Nee Greater Boston Area Details
Karen Nee's Putnam Investments Experience 1993 - 1997
Job SVP, Sr. Project Manager, Bank of America
Industry Banking
Experience
Bank of America  December 2011 - Present
Merrill Lynch  December 1997 - December 2011
Bank of America  2005 - 2006
Bank of America  2003 - 2005
Bank of America  2001 - 2003
Bank of America  1999 - 2001
Bank of America  1997 - 1999
Putnam Investments   1993 - 1997
Putnam Investments   1993 - 1997

Skills
Banking, Business Analysis, Financial Services, Investment Management, Marketing, Portfolio Management, Process Improvement, Project Management, Relationship Management, Risk Management, Vendor Management, Wealth

Education
Bryant University
Bachelor's degree, Marketing

Jessica (Ham) Sheehan Jessica (Ham) Sheehan Greater Boston Area Details
Jessica (Ham) Sheehan's Putnam Investments Experience January 1996 - March 2000
Job Sr. Business Analyst at Voya Financial
Industry Financial Services
Experience
Voya Financial  2011 - Present
ING  July 2008 - December 2010
CitiStreet  November 2003 - June 2008
Putnam Investments   January 1996 - March 2000
Putnam Investments   September 1993 - December 1996

Skills
Business Analysis, Process Improvement, 401k, Risk Management

Education
Bryant University   1985 — 1989
Bachelors, Finance

John Khayali John Khayali Greater Boston Area Details
John Khayali's Putnam Investments Experience June 1996 - September 1998
Job Construction Professional at Suffolk Construction
Industry Construction
Experience
Suffolk Construction  July 2004 - Present
KPMG  October 1998 - April 2002
Putnam Investments   June 1996 - September 1998

Skills
Contract Management, Pre-construction, CPM Scheduling, Construction Management, Subcontracting, Change Orders, Constructability, Construction, Contractors, Process Scheduler, Project Estimation, Submittals, RFI, Design-Build, Value Engineering, Project Bidding, Primavera P6

Education
Bryant University

Torrence Jennette Torrence Jennette Greater Boston Area Details
Torrence Jennette's Putnam Investments Experience December 2008 - May 2009
Job Pricing Analyst at GMO
Industry Investment Management
Experience
GMO  May 2015 - Present
PwC  June 2014 - May 2015
NEPC, LLC  February 2014 - June 2014
NEPC, LLC  January 2012 - February 2014
NEPC, LLC  September 2010 - December 2011
Putnam Investments   December 2008 - May 2009
PricewaterhouseCoopers, LLP  May 2007 - August 2007

Skills
Financial Analysis, Research, Microsoft Office, Mutual Funds, Accounting, Finance, Bloomberg, Asset Allocation, Due Diligence, Investments, Equities, Valuation

Education
Bryant University   2006 — 2010
Dual Bachelors of Science, Finance/Economics

Ed Lewandowski, CFP® Ed Lewandowski, CFP® Orange County, California Area Details
Ed Lewandowski, CFP®'s Putnam Investments Experience 1992 - 2004
Job Vice President, RIA at Franklin Square Capital Partners
Industry Investment Management
Experience
Franklin Square Capital Partners  April 2014 - Present
Invesco Ltd.  February 2012 - April 2014
Credit Suisse Group  February 2005 - September 2011
Putnam Investments   1992 - 2004
AT&T  April 1989 - March 1992

Skills
Alternative Investments, Mutual Funds, Asset Management, Structured Products, Series 7, Series 63, Investments, ETFs, Separately Managed..., Hedge Funds, Portfolio Management, Financial Planning, Relationship Management, Fixed Income, Private Equity, Retirement Planning, Private Banking, Commodity, Asset Allocation

Education
California State University-Long Beach - College of Business Administration   1987 — 1989
MBA, Finance

Rensselaer Polytechnic Institute   1982 — 1986
B.S, Industrial and Management Engineering

David Sprague David Sprague Greater Denver Area Details
David Sprague's Putnam Investments Experience January 1996 - January 2000
Job Managing Director Annuity & Life Insurance Sales
Industry Financial Services
Experience
Charles Schwab  December 2012 - Present
Red Rocks Capital, LLC   November 2009 - August 2012
Jackson National Life  October 2008 - December 2009
Curian Capital/Subsidiary Jackson National   December 2007 - December 2008
Jackson National Life  August 2003 - December 2007
SunAmerica Retirement Markets  January 2000 - January 2002
Putnam Investments   January 1996 - January 2000

Skills
Wealth Management, Strategy, Series 7, CRM, New Business Development, Sales Management, Separately Managed..., Retirement, Series 6

Education
California State University-Sacramento
Double Bachelors, Finance/Communications Studies

Jill Ceppetelli-Spano Jill Ceppetelli-Spano Greater Boston Area Details
Jill Ceppetelli-Spano's Putnam Investments Experience 1995 - 1997
Job Technical Consultant at NASCO
Industry Information Technology and Services
Experience
NASCO  January 2014 - Present
IBM  July 2006 - January 2014
Electronic Data Systems  May 1997 - March 2003
Putnam Investments   1995 - 1997
MEDITECH  1990 - 1995

Skills
Business Analysis, Project Management, Analysis, Strategy, Solution Selling, Healthcare, SDLC, Databases, Requirements Analysis, Process Improvement, Business Intelligence, Software Project..., Healthcare Information..., IT Strategy, Requirements Gathering, Integration

Education
Bryant University   1986 — 1990
BS, Business Administration

Richmond College, London, England

Michelle Parenteau Michelle Parenteau Greater Boston Area Details
Michelle Parenteau's Putnam Investments Experience 1995 - 2009
Job Account Manager at The SchedulePros
Industry Financial Services
Experience
The SchedulePros   May 2011 - Present
Covidien  August 2010 - May 2011
Putnam Investments   1995 - 2009

Skills
Financial Services, Talent Management, Coaching, Recruiting, Performance Management, Cross-functional Team..., Process Improvement, Vendor Management, Change Management, Strategic Planning, Business Analysis, Business Process..., Leadership, CRM, Retirement, Investments, Mutual Funds, Insurance, Retirement Planning, Sales, Fixed Annuities, Asset Allocation, Wealth Management

Education
Providence College   2000 — 2002
MBA, Marketing and International Business

Bryant University   1991 — 1995
BS, Marketing

Paul Bosinger Paul Bosinger Greater Boston Area Details
Paul Bosinger's Putnam Investments Experience August 1994 - Present
Job Manager at Putnam Investments
Industry Financial Services
Experience
Putnam Investments   August 1994 - Present

Education
Bryant University   1997 — 2001
Masters, Business

Fitchburg State University   1991 — 1994
Bachelor, Business

Jeff Gervais Jeff Gervais North Providence, Rhode Island Details
Jeff Gervais's Putnam Investments Experience November 1997 - July 2011
Job Sr. Business Analyst
Industry Financial Services
Experience
TIAA-CREF  July 2011 - Present
Putnam Investments   November 1997 - July 2011

Skills
Business Intelligence, Business Objects, OBIEE, Excel, Word, PowerPoint, Business Analysis, Project Management, Analysis, Business Requirements, Data Warehousing, Leadership, Microsoft Excel, Microsoft Word, Process Improvement

Education
Rhode Island College   1995 — 1998
BS, Management / Computer Information Systems

Bryant College   1993 — 1995
Finance

Rene Ninesling Rene Ninesling Greater Boston Area Details
Rene Ninesling's Putnam Investments Experience December 1990 - December 2006
Job VP at State Street
Industry Information Technology and Services
Experience
State Street Bank  January 2007 - Present
Putnam Investments   December 1990 - December 2006
Hills Department Stores  June 1988 - December 1990

Skills
Fixed Income, Corporate Actions, Mutual Funds, Equities, Project Management, SDLC, Business Analysis, Back Office

Education
Bryant University   1984 — 1988
BS in BA, Computer Information Systems

BR

Linda Campbell, EA Linda Campbell, EA Providence, Rhode Island Area Details
Linda Campbell, EA's Putnam Investments Experience March 1997 - August 1997
Job Tax Preparer at January 2 April, LLC
Industry Accounting
Experience
January 2 April, LLC   January 2009 - Present
K Force Placement Agency   June 2008 - November 2008
Accountemps  July 2007 - June 2008
PARI Independent Living Center   May 1998 - April 2007
Metropolitan Life Insurance Company  August 1997 - April 1998
Putnam Investments   March 1997 - August 1997
Tillinghast Collins & Graham   1987 - 1997

Education
Bryant University
Bachelor of Science in Business Administration, Accounting

Raman Srivastava, CFA Raman Srivastava, CFA Greater Boston Area Details
Raman Srivastava, CFA's Putnam Investments Experience July 1999 - October 2012
Job Deputy CIO, Managing Director Global Fixed Income at Standish Mellon
Industry Financial Services
Experience
Standish Mellon Asset Management  October 2012 - Present
Putnam Investments   July 1999 - October 2012

Skills
Portfolio Management, Fixed Income, Risk Management, Equities, Asset Allocation, Asset Management, Derivatives, Alternative Investments, Mutual Funds, Bloomberg, Investment Management, Investments, Investment Strategies, Securities, Bonds, Capital Markets

Education
Carnegie Mellon University - Tepper School of Business   1998 — 1999
MSCF, Finance

University of Waterloo   1993 — 1998

Michael Ofcharsky Michael Ofcharsky Greater Boston Area Details
Michael Ofcharsky's Putnam Investments Experience January 1999 - June 2005
Job Account Consultant at ISO Claims Partners (formerly Crowe Paradis)
Industry Financial Services
Experience
ISO Claims Partners (formerly Crowe Paradis)   August 2014 - Present
ISO Claims Partners (formerly Crowe Paradis)   September 2013 - August 2014
Sentinel Benefits  June 2008 - September 2013
Sentinel Benefits & Financial Group  June 2005 - June 2008
Putnam Investments   January 1999 - June 2005
Putnam Investments   August 1994 - January 1999

Skills
Employee Benefits, 401k, Financial Transactions, Outlook, SFTP, 401k Rollovers, SalesLogix, Microsoft Excel, Microsoft Word, Inside Sales, Claim, Sales, Customer Service, Insurance, Retirement Planning, Leadership, Mutual Funds, Management, Process Improvement, Investments, Retirement, Time Management, Financial Services, Medicare, Finance, Team Building, PowerPoint, Risk Management, Strategic Planning, Financial Analysis, Salesforce.com, Pensions

Education
Bryant University   1989 — 1993
Bachelor of Business Administration (BBA), Marketing

Jennifer Sahady Jennifer Sahady Greater Boston Area Details
Jennifer Sahady's Putnam Investments Experience July 2014 - Present
Job Retirement Education at Empower Retirement
Industry Education Management
Experience
Putnam Investments   July 2014 - Present
Min Byeong Chuls Language School   April 2012 - June 2014
Small Business Consulting  January 2012 - August 2012
Northeastern University  June 2011 - January 2012
Gukjae Foreign Language School   March 2010 - June 2011
Rapid7  October 2008 - February 2009
TheNextRound, Inc.   2008 - 2008
Mercer  2007 - 2008
Mercer Human Resource Consulting  2005 - 2007
Bryant University - Writing Center   2002 - 2005

Skills
Customer Service, Investments, Instructional Design, Public Speaking, Technical Writing, PowerPoint, Writing, Microsoft Office, Business Analysis, Teaching, Employee Training, E-Learning, Sarbanes-Oxley Act, Social Networking, Leadership

Education
Bryant University   2001 — 2005
BS, Management and Communication

National College of Ireland

Raj Popat Raj Popat Providence, Rhode Island Area Details
Raj Popat's Putnam Investments Experience November 2000 - December 2006
Job Accountant at State Street
Industry Financial Services
Experience
State Street  January 2007 - Present
Putnam Investments   November 2000 - December 2006
Putnamr Investments   1996 - 2006

Skills
Investments, Microsoft Word, SAP, Change Management, Visio, Data Analysis, Business Analysis, Financial Modeling, Access, Bloomberg, Financial Accounting, General Ledger, Internal Controls, Risk Management

Education
Bryant University   1992 — 1995
M.B.A., Accounting

Nicholas Shakan Nicholas Shakan Boston, Massachusetts Details
Nicholas Shakan's Putnam Investments Experience June 2008 - May 2009
Job Performance Analyst at Columbia Management
Industry Financial Services
Experience
Columbia Management  June 2012 - Present
Columbia Management  September 2009 - June 2012
Bryant University  January 2009 - June 2009
Putnam Investments   June 2008 - May 2009

Skills
Investments, Financial Modeling, Mutual Funds, Portfolio Management, Analysis

Education
Providence College   2011 — 2013
Master of Business Administration (MBA), Finance, General

Bryant University   2007 — 2009
Bachelor's degree, Finance

Sandy Rushton Sandy Rushton York, Pennsylvania Area Details
Sandy Rushton's Putnam Investments Experience 1998 - 2009
Job Clerk Typist III York Housing Authority
Industry Government Administration
Experience
York Housing Authority   March 2014 - Present
Lincoln Intermediate Unit #12  April 2011 - April 2014
Utz Quality Foods  June 2013 - March 2014
Lincoln Intermediate Unit #12  February 2012 - August 2013
H & R Block  September 2009 - July 2012
Putnam Investments   1998 - 2009
Caremark  1989 - 1996
Data General  1985 - 1989
Sansiveri, Kimball & McNamee, LLP   1983 - 1985

Skills
Donations, Work Well Independently, Research, Training, Customer Service, Microsoft Office, Teaching, Individual Assessment, Goal Setting, Adult Literacy, Adult Education, Public Speaking, Microsoft Excel, Microsoft Word, Team Building, Networking, Multi-channel Marketing, Strategic Planning, Teamwork, Handle Confidential..., Highly responsible, Establish & Maintain..., Quality Assurance, Quality Auditing, Customer Retention, Dependable Team Player, Notary Public, Retirement, College Savings Plans, Variable Annuities

Education
Bryant University
B.S.B.A.

Nichols College

Northeastern University
Paralegal Studies Certificate

Laurie Pelletier Laurie Pelletier Greater Boston Area Details
Laurie Pelletier's Putnam Investments Experience 2008 - Present
Job Senior Financial Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments   2008 - Present
Putnam Investments   2006 - 2008
Putnam Investments   2004 - 2006
Putnam Investments   2003 - 2004
Putnam Investments   2001 - 2003

Skills
Financial Analysis, Financial Reporting, Variance Analysis, General Ledger, Corporate Finance, Accruals, Journal Entries, SAP, Excel models, Invoice Processing, Budgets, Forecasting, G/L Reconciliations, Trend Analysis, PeopleSoft, SAP BPC, FITS, Finance, Account Reconciliation, Financial Statement..., Internal Controls, Analytics, Ad Hoc Reporting, Due Diligence, Financial Forecasting, Financial Services, Financial Modeling, Financial Statements

Education
Northeastern University   2005 — 2011
MBA, Business

Bucknell University   1997 — 2001
BSBA, Management

Emily Kemp Emily Kemp Tampa/St. Petersburg, Florida Area Details
Emily Kemp's Putnam Investments Experience January 2006 - June 2009
Job Principal, Phase Three Star LLC
Industry Restaurants
Experience
Phase Three Star, LLC   June 2013 - Present
Caliber Imaging & Diagnostics, Inc. (formerly Lucid, Inc.)   May 2012 - May 2013
Ocean Gate Capital Management, LP   August 2009 - December 2011
Putnam Investments   January 2006 - June 2009
US Army  June 1999 - May 2004

Skills
Leadership, Cross-functional Team..., Strategic Planning, Process Improvement, Product Management, Sales, Program Management, Operations Management, Strategy, Team Leadership, Analysis

Education
Cameron University   2001 — 2002
MBA

United States Military Academy at West Point   1995 — 1999
B.S., Engineering Management

Mahwah High School   1991 — 1995

Jerome Bento Jerome Bento Greater Boston Area Details
Jerome Bento's Putnam Investments Experience January 1998 - April 2012
Job Senior Advisory Consultant at SMS Systems Maintenance Services
Industry Information Technology and Services
Experience
SMS Systems Maintenance Services  January 2013 - Present
Putnam Investments   January 1998 - April 2012
Avery Dennison  April 1992 - January 1998
Amoskeag Information Services   1988 - April 1992

Skills
Vendor Management, Salesforce.com, Business Process..., Operations Management, Strategic Planning, Cross-functional Team..., Team Leadership, Business Development, Management, Budgets, Project Planning, Leadership, Management Consulting, Unix, Outsourcing, Account Management, Software Development, Competitive Analysis, Troubleshooting, Contract Negotiation, Security, Technical Support, Windows, Financial Services, Access, Business Intelligence, Training, Servers, Analysis, CRM, Software Documentation, Visio, Cloud Computing, Linux, Team Management, Business Planning, Infrastructure

Education
Bryant University
Business Administration, Management and Operations

Roger Williams University
Liberal Arts and Sciences/Liberal Studies

De La Salle Academy
College Preparatory

Jon Archambault Jon Archambault Greater Boston Area Details
Jon Archambault's Putnam Investments Experience January 1995 - May 1999
Job Sr. Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  May 1999 - Present
Putnam Investments   January 1995 - May 1999

Education
Bryant University   1992 — 1994
BA, Finance

Rosemary O'Dea Rosemary O'Dea Greater Boston Area Details
Rosemary O'Dea's Putnam Investments Experience April 1999 - August 2000
Job at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management  2011 - Present
New York Life Investment Management  August 2010 - March 2011
State Street  June 2003 - April 2010
Brown Brothers Harriman  April 2001 - November 2002
Putnam Investments   April 1999 - August 2000
BankBoston  August 1998 - March 1999

Skills
User Acceptance Testing, Oracle, Risk Management, Management, Portfolio Management, Data Warehousing, Banking, SWIFT payments, Derivatives, Data Analysis, Capital Markets

Education
University of Massachusetts Boston   2010 — 2010

Case Western Reserve University
M.A.

Emmanuel College
B.A.

Marc Seiler Marc Seiler Greater Boston Area Details
Marc Seiler's Putnam Investments Experience October 1998 - January 1999
Job District Sales Manager at Suzuki Marine
Industry Consumer Goods
Experience
Suzuki Motor of America, Inc.   October 2008 - Present
MarineMax, Inc  September 2004 - October 2008
C & S Package Systems Inc   February 1999 - July 2004
Putnam Investments   October 1998 - January 1999
Putnam Investments   February 1998 - October 1998
Putnam Investments   June 1996 - February 1998

Skills
Consultative Selling..., Business Development, Profit Maximization, Customer Service, Territory Management, Retail Marketing, Inventory Management, Strategic Planning, Account Management, Brand Development, Key Account Development, Project Management, New Business Development, Sales Force Development, Advertising, Sales, Sales Process, Sales Management, CRM, Marketing, Marketing Strategy, Direct Sales, Consultative Selling

Education
Bryant University   1990 — 1994
B.S, Business Administration; Marketing

Greg Pelletier, CFP®, CLU, CHFC Greg Pelletier, CFP®, CLU, CHFC Charlotte, North Carolina Details
Greg Pelletier, CFP®, CLU, CHFC's Putnam Investments Experience September 1998 - August 2003
Job Insurance Territory Manager at LPL Financial
Industry Insurance
Experience
LPL Financial  May 2007 - Present
Sun Life Financial  April 2006 - May 2007
Ameriprise Financial Advisors  June 2003 - May 2006
Putnam Investments   September 1998 - August 2003

Skills
Series 7, Long-term Care, Estate Planning, Insurance, High Net Worth..., Certified Financial..., 401k, Asset Allocation, Fixed Annuities, Investment Advisory, Life Insurance, Mutual Funds, Investments, Retirement, Retirement Planning, Securities, Strategic Financial..., Series 63, Series 6, Wealth Management

Education
Bryn Mawr College   2003 — 2010
CFP (R), CLU, ChFC, Finance

Stonehill College   2001 — 2003
BS, Management

Dean College   1998 — 2001
Associates, Management

Matthew St.Peter Matthew St.Peter Boston, Massachusetts Details
Matthew St.Peter's Putnam Investments Experience December 2008 - May 2009
Job Operations Manager Sourcing at Travelers
Industry Insurance
Experience
Travelers  September 2014 - Present
Travelers Insurance Company  July 2009 - Present
Travelers  June 2009 - Present
Bryant University  September 2007 - June 2010
Bryant University  September 2006 - May 2010
Travelers Insurance Company  June 2009 - August 2009
Putnam Investments   December 2008 - May 2009

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Access, Insurance, Customer Service, Outlook, Research, Social Media, Financial Analysis, Public Speaking, Time Management, Data Analysis, Teamwork, Event Planning, Accounting, Analysis, Spanish, Leadership Development

Education
University of Massachusetts at Amherst - Isenberg School of Management   2012 — 2014
Master of Business Administration (MBA)

Bryant University   2006 — 2010
Bachelor of Science (BS), Finance and Management

Bryant University   2006 — 2010
Bachelor of Science, Business Administration; Management/Finance; Spanish

St. Mary High School

St. Mary High School

Kelley Piggott Kelley Piggott Smithfield, Rhode Island Details
Kelley Piggott's Putnam Investments Experience December 2003 - August 2008
Job Citizens Financial Group
Industry Financial Services
Experience
Citizens Financial Group  September 2008 - Present
Putnam Investments   December 2003 - August 2008
Putnam Investments   June 2000 - December 2003
Putnam Investments   August 1996 - June 2000

Skills
Leadership, Cross-functional Team..., Management

Education
Bryant College   1998 — 2002
Master of Business Administration (M.B.A.), Finance

Rhode Island College   1984 — 1990
Bachelor of Science (BS), Marketing

Mary (White) Waltuch Mary (White) Waltuch Greater Boston Area Details
Mary (White) Waltuch's Putnam Investments Experience 1987 - 2001
Job Senior Training Manager at Support.com
Industry Computer Software
Experience
support.com  March 2010 - Present
Putnam Investments   1987 - 2001

Skills
Training, E-Learning, Leadership Development, Executive Facilitation, Strategic Planning, Quality Management, Continuous Improvement, Project Management, Operations Management, Change Management, Technical Support, Call Centers, Putting the Customer..., Collaborative Problem..., Team Building, Cross Functional Team..., Virtual Teams, Communication Skills, Suggestion Programs, Sales Rep Training

Education
Bunker Hill Community College
Accounting

Quincy College
Accounting

Michael Dow Michael Dow Charleston, South Carolina Area Details
Michael Dow's Putnam Investments Experience April 1997 - May 1999
Job Information Technology Leader at Quest Specialty Chemicals
Industry Information Technology and Services
Experience
Quest Specialty Chemicals  June 2014 - Present
Benefitfocus  June 2013 - June 2014
Monroe Technical Associates / JRG   January 2009 - June 2013
New Horizons Computer Learning Centers of Western New York   May 1999 - January 2009
Putnam Investments   April 1997 - May 1999

Skills
Investments, Financial Modeling, Fixed Income, Trading Systems, Portfolio Management, VBA, Risk Management, Asset Management, Capital Markets, IT Management, Financial Analysis, Project Management, Financial Risk, Hyperion Planning, Hyperion, Hyperion HFM, Hyperion Reports, Hyperion Financial..., Hyperion EPM, Hyperion Interactive..., Hyperion Performance..., IT Business Strategy, IT & Business Strategy..., Quantitative Analytics, Oracle SQL Developer, Oracle BIEE, Oracle E-Business Suite, Software Development, Data Analysis, Database Administration, Database Design, IT Business Management, Financial Data..., Financial Databases, Financial Reporting, Financial Planning, Performance Management, Enterprise Reporting..., Enterprise Planning, ERP Implementations, ERP Software, Baan ERP, Sage ERP X3, QlikView Development, QlikView, SharePoint Designer, SharePoint..., Strategy, Private Equity, Venture Capital

Education
Bryant University
Bachelor of Applied Science (B.A.Sc.), Finance

Jennifer Jester Jennifer Jester Greater Philadelphia Area Details
Jennifer Jester's Putnam Investments Experience 1997 - 1999
Job Chiropractor at Jester Family Chiropractic
Industry Health, Wellness and Fitness
Experience
Jester Family Chiropractic   August 2004 - Present
Putnam Investments   1997 - 1999

Skills
Chiropractic, Neck Pain, Wellness, Back Pain, Headaches, Sciatica, Nutritional Counseling, Low Back Pain, Pain Management, Extremity Adjusting, Whiplash, Sports Injuries

Education
Life University   1999 — 2004
Doctor of Chiropractic

Bucknell University   1993 — 1997
BA Economics

David Pavan David Pavan Greater San Diego Area Details
David Pavan's Putnam Investments Experience 1998 - 1999
Job Portfolio Manager at ClariVest Asset Management
Industry Financial Services
Experience
ClariVest Asset Management   2006 - Present
Nicholas Applegate  1999 - 2006
Putnam Investments   1998 - 1999
Genus Capital Management  1993 - 1997

Skills
Equities, Portfolio Management, Asset Management, Hedge Funds, Trading, Mutual Funds, Investment Management

Education
Carnegie Mellon University   1997 — 1998
MScience, Computational Finance

Queen's University   1991 — 1993
MBA, Finance

University of Waterloo   1986 — 1991
BMath, Computer Science

Lindsey Kahler Lindsey Kahler Greater Boston Area Details
Lindsey Kahler's Putnam Investments Experience December 2008 - May 2009
Job Report Analyst
Industry Banking
Experience
Blue Hills Bank  April 2015 - Present
Brookline Bancorp  October 2010 - April 2015
Bridgewater Savings Bank  February 2010 - June 2010
Putnam Investments   December 2008 - May 2009

Skills
Banking, Retail Banking, Data Analysis, Time Management, Finance

Education
Bryant University   2005 — 2009
Bachelor of Science in Business Administration, Economics and Finance

Bryant University   2005 — 2009
economics, finance

Timothy Pariseau, QKA Timothy Pariseau, QKA Greater Boston Area Details
Timothy Pariseau, QKA's Putnam Investments Experience 1996 - 2000
Job Operations Manager at DST Retirement Solutions
Industry Financial Services
Experience
DST Retirement Solutions  May 2013 - Present
DST Retirement Solutions  January 2011 - April 2013
Boston Financial Data Services  2000 - 2010
Putnam Investments   1996 - 2000

Skills
Retirement, Mutual Funds, Financial Services, 401k, Process Improvement, Employee Benefits, Pensions, Asset Managment, Defined Benefit, Financial Analysis, Project Management, CRM, Outlook, Fixed Annuities, Asset Management

Education
Bryant University
Bachelor of Science in Business Administration, Management and Operations

Jonathan Gauthier Jonathan Gauthier Providence, Rhode Island Area Details
Jonathan Gauthier's Putnam Investments Experience June 2008 - July 2009
Job Staff Accountant at Nortek
Industry Financial Services
Experience
Nortek  January 2014 - Present
Bright Horizons  October 2012 - July 2013
Inskip Automall   February 2012 - October 2012
JPMorgan Chase  February 2010 - February 2012
CVS Caremark Corporation  July 2009 - February 2010
Putnam Investments   June 2008 - July 2009

Skills
Bloomberg Application, Microsoft Office 2007, Financial Analysis, Accounting, Fund Accounting, Microsoft Excel, Outlook, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Inventory Management, Management, Access, PeopleSoft, Analysis

Education
Bryant University   2006 — 2009
Bachelor of Science in Business Administration, Concentration: Accounting, Finance Minor: Applied Statistics, GPA: 3.13, Dean’s List

Neumann University   2004 — 2006

Michaela Murray Michaela Murray Greater Boston Area Details
Michaela Murray's Putnam Investments Experience 2006 - 2008
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  December 2013 - Present
Goldman Sachs  November 2011 - November 2013
Brown Brothers Harriman  June 2008 - December 2011
Putnam Investments   2006 - 2008

Skills
Equities, Microsoft Office, Mutual Funds, Fixed Income, Hedge Funds, Derivatives, Securities, Fund Accounting, Bloomberg, Financial Services, Investments, Corporate Actions, Asset Management, Series 7, Settlement, Bloomberg Terminal

Education
Bryant University   2004 — 2008
Finance

Norma Beaudry Norma Beaudry Greater Boston Area Details
Norma Beaudry's Putnam Investments Experience
Job Administrative Supervisor at Putnam Investments
Industry Financial Services
Experience
Putnam Investments  

Skills
Lotus Notes, Administrative..., Microsoft Excel, Expense Management, Access, PeopleSoft, PowerPoint, Calendaring, Office Management, Microsoft Word, Spreadsheets, Microsoft Office, Travel Arrangements

Education
Bryant University
Associate's degree, Administrative Assistant and Secretarial Science, General

Northeastern University
Associate's degree, Finance, General

carla esposito carla esposito Danvers, Massachusetts Details
carla esposito's Putnam Investments Experience May 1985 - October 2006
Job Financial Services Professional
Industry Financial Services
Experience
Affiliated Computer Services (ACS)   2007 - 2009
Putnam Investments   May 1985 - October 2006

Education
Northeastern University   1986 — 1989
Criminal Justice

Bunker Hill Community College   1983 — 1986
Associate Degree, Criminal Justice

Tracy DeGirolamo Tracy DeGirolamo Taunton, Massachusetts Details
Tracy DeGirolamo's Putnam Investments Experience October 1997 - September 2005
Job Sales Analyst at Covidien
Industry Medical Devices
Experience
Covidien  March 2010 - May 2012
Putnam Investments   October 1997 - September 2005

Skills
Excel, Word, PowerPoint

Education
Bryant College
BA, Marketing

Franklin High School

Kirstin Salmela Kirstin Salmela Boston, Massachusetts Details
Kirstin Salmela's Putnam Investments Experience January 1997 - October 1997
Job Executive Assistant to Chairman at Boston Medical Center
Industry Hospital & Health Care
Experience
BOSTON MEDICAL CENTER/ BOSTON UNIVERSITY MEDICAL SCHOOL   November 2009 - Present
Blue Cross Blue Shield of Massachusetts  November 2004 - May 2009
A.K.S ASSOCIATES   July 2003 - November 2004
JP MORGAN CHASE INVESTMENT SERVICES COMPANY   April 1998 - July 2003
Putnam Investments   January 1997 - October 1997

Education
Bryant University
Bachelor of Science, Business Administration; Business Communications

MAQUARIE UNIVERSITY

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