Putnam Investments
Putnam Investments is a privately owned investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Parent organization: Great-West Lifeco Customer service: 00 1 617-292-1000 Number of employees: 1,700+ CEO: Robert L. Reynolds (1 Jul 2008–) Headquarters: Boston, Massachusetts, United States Subsidiaries: PanAgora Asset Management, Inc.,
Putnam Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Putnam Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Putnam Investments Salaries. You can even request information on how much does Putnam Investments pay if you want to. Learn about salaries, pros and cons of working for Putnam Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
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
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
Putnam Investments April 2006 - Present
Hill Holliday November 1991 - January 1999
Education
Carnegie Mellon University
bachelor of Fine Arts, art
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
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 & 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Fiserv Output Solutions 2005 - Present
Putnam Investments August 1995 - October 2005
Education
Bryant University
Medway High School 1983 — 1989
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
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
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.
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
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
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
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
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
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
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
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
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
Putnam Investments August 1994 - Present
Education
Bryant University 1997 — 2001
Masters, Business
Fitchburg State University 1991 — 1994
Bachelor, Business
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
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
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
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
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
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
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
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
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
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
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
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
Fidelity Investments May 1999 - Present
Putnam Investments January 1995 - May 1999
Education
Bryant University 1992 — 1994
BA, Finance
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Covidien March 2010 - May 2012
Putnam Investments October 1997 - September 2005
Skills
Excel, Word, PowerPoint
Education
Bryant College
BA, Marketing
Franklin High School
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