Putnam Investments, Boston, MA

Description

Address: 100 Federal St, Boston, MA 02110 Phone: (617) 292-1000: Place name: : : Category: : : : Website: Hours: Website: https://www.putnam.com/?utm_source=google&utm_medium=organic&utm_campaign=googlemybusiness Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Putnam Investments Posting publicly on the Web Write a review Reviews 4 Google reviews

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Putnam Investments, Boston, MA Employees

Employee
Years
Job
Industry
Sridher Arumugham Sridher Arumugham Greater Minneapolis-St. Paul Area Details
Sridher Arumugham's Putnam Investments, Boston, MA Experience 1994 - 1994
Job Director, Enterprise Data Management at Medica
Industry Information Technology and Services
Experience
Medica  October 2013 - Present
Medica  April 2011 - October 2013
Travelers  2008 - April 2011
Wells Fargo Bank  2005 - 2008
Alliant Energy Corporation  2003 - 2005
State of Wisconsin - Department of Work Force Development   1997 - 2002
G E Medical Systems, Milwaukee, WI   June 1995 - March 1997
Putnam Investments, Boston, MA   1994 - 1994
GE Medical Systems ASIA, Singapore   1993 - 1993
Sequent  1992 - 1992

Skills
Business Intelligence, Integration, Architecture, Analytics, Warehousing, Master Data Management, Data Management, Insurance, Healthcare, Data Governance, Data Warehousing, ETL, Business Objects, SDLC, Data Modeling, Informatica, SQL Server, PL/SQL, Enterprise Architecture, SQL, Data Analysis, Agile, Cognos, Program Management, ERP, Performance Tuning, Databases, Requirements Analysis, Database Design, Vendor Management, Data Integration, Teradata, Business Analysis, Application Development, Visio, Requirements Gathering, SOA, Software Project..., Unix, Erwin, Data Quality, SharePoint, IT Management, Business Requirements, Data Mining, Systems Analysis, Leadership, IT Strategy, Management, Organizational...

Education
PSG College of Technology   1985 — 1988
Masters, Computer Applications

PSG College of Technology   1982 — 1985
Bachelors, Physics, Math and Chemistry

Kikani High School   1977 — 1982
Higher Secondary Education

Jeremiah Holly Sr., Jeremiah Holly Sr., Greater Boston Area Details
Jeremiah Holly Sr.,'s Putnam Investments, Boston, MA Experience 1996 - 2000
Job Relationship Manager | Investment Advisor | Client Advocate | Retention Specialist
Industry Financial Services
Experience
Financial Engines  March 2013 - June 2015
Retirement Educators, Inc   October 2011 - March 2013
The Boston Company Asset Management LLC  2006 - 2009
Rockland Trust Company  2003 - 2006
MetLife  2000 - 2002
PUTNAM INVESTMENTS, Boston, MA   1996 - 2000
State Street  1991 - 1996
State Street Bank  1987 - 1991
Lexington Insurance Company  1977 - 1987

Skills
Client Retention, Building Strategic..., Cross-functional Team..., P&L Management, MS Office Suite, Strategic Communications, Contract Negotiation, Problem Solving, Presentations, RFP, Pensions, Retirement, Financial Risk, Key Account Management, Knowledge Management, Leadership, Negotiation, New Business Development, Non-profits, Strategic Planning, Series 65, Alternative Investments, CRM, Customer Retention, Financial Services, Bloomberg, FINRA, Financial Modeling, Financial Advisory, Relationship Management, Retirement Planning, 401k, Investment Advisory, Investments, Portfolio Management, Strategic Partnerships, Mutual Funds, Strategy, Microsoft Office, Series 63, Asset Management, Management

Education
Harvard University   1987 — 1990
CSS

University of Massachusetts Boston
Bachelor's Degree

Dana Clark Dana Clark Greater Boston Area Details
Dana Clark's Putnam Investments, Boston, MA Experience 1987 - 2003
Job Managing Director at Boston Financial Management
Industry Investment Management
Experience
Boston Financial Management, Inc.   2009 - Present
Brown Brothers Harriman  2003 - 2009
PUTNAM INVESTMENTS, Boston, MA   1987 - 2003

Skills
Private Equity, Financial Analysis, Fixed Income

Education
D'Amore-McKim School of Business at Northeastern University   1989 — 1995

University of Maine

Jack McGowan Jack McGowan Baltimore, Maryland Area Details
Jack McGowan's Putnam Investments, Boston, MA Experience April 1999 - April 2004
Job Vice President Institutional Sales at T Rowe Price
Industry Financial Services
Experience
T. Rowe Price  May 2004 - Present
Putnam Investments, Boston, MA   April 1999 - April 2004
Putnam Investments  April 1997 - April 1999
General Motors Pension Fund   1991 - 1997

Education
University of Virginia Darden School of Business   1984 — 1986
MBA, Finance

Lehigh University - College of Business and Economics   1977 — 1981
BS, Accounting, Magna Cum Laude

David Wonn CFA David Wonn CFA Greater Boston Area Details
David Wonn CFA's Putnam Investments, Boston, MA Experience 1998 - 2002
Job Managing Director, Investment Strategy Innovation at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  September 2014 - Present
TIAA-CREF  September 2009 - August 2014
RiverSource/Threadneedle Investments, Boston, MA   2007 - 2009
Invesco Quantitative Strategies (IQS), Boston, MA   2002 - 2007
Putnam Investments, Boston, MA   1998 - 2002
MFS Institutional Advisors, Inc., Boston, MA   1997 - 1998
Strategic Investment Group, Arlington, VA   1992 - 1997
Evaluation Associates Incorporated, Norwalk, CT   1988 - 1991
United States Steel & Carnegie Pension Fund, New York, NY   1982 - 1988
United States Steel Corporation, Pittsburgh, PA   1977 - 1982

Skills
Asset Allocation, Valuation, Private Equity, Emerging Markets, Corporate Finance, Bonds, Investment Banking, Investment Management, Portfolio Management, Investments, Fixed Income, Equities, Mutual Funds, Finance, Financial Advisory

Education
University of Pittsburgh   1977 — 1981
MBA, Business

Duquesne University   1974 — 1977
B.S. Bus.Adm., Concentration in Finance and Accounting

South Hills Catholic

Amy Walls Amy Walls Greater Boston Area Details
Amy Walls's Putnam Investments, Boston, MA Experience 2001 - 2008
Job Senior Vice President Thought Leadership
Industry Financial Services
Experience
Fidelity Investments  January 2012 - Present
Dartmouth College  April 2008 - October 2011
PUTNAM INVESTMENTS, Boston, MA   2001 - 2008
Putnam Investments  January 2001 - September 2006
Mercer  1997 - 2001

Education
Nothwestern-Kellogg   1991 — 2001

Indiana University - Kelley School of Business   1991 — 1995
BS, Finance

Dominique Gnaman Dominique Gnaman Greater Boston Area Details
Dominique Gnaman's Putnam Investments, Boston, MA Experience April 2002 - October 2004
Job Financial Services Consultant and Contractor
Industry Financial Services
Experience
TIAA-CREF, Charlotte, NC.   September 2007 - June 2008
TIAA-CREF,New York, NY   August 2006 - March 2007
WELLS-FARGO, Roseville, MN.   February 2006 - July 2006
Putnam Investments, Boston, MA   April 2002 - October 2004
Strong Capital Management  1997 - 2002
Scudder, Stevens & Clark   1992 - 1997
Smart Ideas, Inc   1989 - 1992
BOSTON UNIVERSITY, Boston, MA   1988 - 1989
Manassa Systems, Inc   1986 - 1988

Education
Boston University   1987 — 1990
MS, Computer Information System

Boston University   1984 — 1986
MS, Computer Science

Abidjan University
BS, Physics

Hugh Mullin Hugh Mullin Greater Boston Area Details
Hugh Mullin's Putnam Investments, Boston, MA Experience 1986 - 2006
Job Senior Portfolio Manager at Columbia Management
Industry Investment Management
Experience
Columbia Management  July 2013 - Present
CLSA  December 2009 - June 2013
Putnam Investments  1986 - 2006
Putnam Investments, Boston, MA   1986 - 2006

Skills
Portfolio Management, Equities, Hedge Funds, Equity Research, Capital Markets, Asset Management, Investments, Valuation, Fixed Income, Bloomberg, Alternative Investments, Financial Modeling, Investment Banking, Private Equity, Emerging Markets

Education
University of Massachusetts, Amherst   1981 — 1985
Bachelors, Business Administration

Jeanne Mockard, CFA Jeanne Mockard, CFA Greater Boston Area Details
Jeanne Mockard, CFA's Putnam Investments, Boston, MA Experience 1985 - 2008
Job Director at JLM Capital and Consulting
Industry Financial Services
Experience
Gottex Fund Management  May 2010 - Present
JLM Capital and Consulting   January 2010 - Present
Silent Spring Institute  September 2009 - Present
The Bryn Mawr School  January 2006 - Present
Greenplum  2012 - 2013
Putnam Investments  1985 - 2008
Putnam Investments, Boston, MA   1985 - 2008

Skills
Mutual Funds, Equities, Investments, Portfolio Management, Management, Alternative Investments, Asset Management, Valuation, Hedge Funds, Private Equity, Fixed Income, Asset Allocation, Strategy, Risk Management, Due Diligence, Financial Modeling, Strategic Planning

Education
University of Virginia - Darden Graduate School of Business Administration   1988 — 1990
MBA, FInance

Tufts University   1981 — 1985
BS, cum laude, Math and Latin

Robert Capone Robert Capone Greenwich, Connecticut Details
Robert Capone's Putnam Investments, Boston, MA Experience 1995 - 2005
Job Managing Director, Head of Defined Contribution and Sub Advisory AQR Capital Management
Industry Investment Management
Experience
AQR Capital Management, LLC   June 2014 - Present
BNY Mellon Investment Management  January 2013 - May 2014
Dreyfus Investments  May 2009 - December 2012
BNY Mellon Asset Management  January 2006 - May 2009
PUTNAM INVESTMENTS, Boston, MA   1995 - 2005

Skills
Series 24, Series 7, Series 63, Mutual Funds, Series 6, Series 3, Financial Advisory, Investments, Retirement, FINRA, Alternative Investments, ERISA, 401k, Strategic Financial..., Securities, Investment Management

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1988 — 1990
MBA, General Management

Dartmouth College   1981 — 1984
AB, Economics

Steven Rusko Steven Rusko Greater Boston Area Details
Steven Rusko's Putnam Investments, Boston, MA Experience 2001 - 2006
Job Senior, Global IT Business Analyst at Marsh & McLennan Companies
Industry Financial Services
Experience
Marsh & McLennan Companies  2006 - Present
Putnam Investments, Boston, MA   2001 - 2006
Putnam Investments, Boston, MA   1998 - 2001
John Hancock Funds, Boston, MA   1996 - 1998
Putnam Investments, Boston, MA   1991 - 1996

Skills
Business Analytics, Financial Modeling, Budgeting, Performance Metrics, Forecasting, Expense Allocation, Variance Analysis, Fixed Assets, Management, Business Intelligence, Business Analysis, IT Strategy, Data Warehousing, SDLC, Process Improvement

Education
University of Massachusetts Boston   1987 — 1990
Bachelor of Arts (B.A.), Economics

RHS

Larry Carlson, CFP® Larry Carlson, CFP® Boston, Massachusetts Details
Larry Carlson, CFP®'s Putnam Investments, Boston, MA Experience 1998 - 2000
Job North American Relationship Management
Industry Investment Management
Experience
SSgA  July 2000 - Present
PUTNAM INVESTMENTS, Boston, MA   1998 - 2000
Fleet/Shawmut   1985 - 1998

Skills
Investments, Asset Managment, Alternative Investments, Mutual Funds, Securities, Fixed Income, Equities, Financial Services, FINRA, Asset Management, Hedge Funds, Series 7, Relationship Management, Finance, Asset Allocation, Investment Management

Education
Boston University   1976 — 1978
MEd, Human Services

Bowdoin College   1972 — 1976
BA, Gov/Leagl Studies

BC High

Charles H. Haner Charles H. Haner Greater Boston Area Details
Charles H. Haner's Putnam Investments, Boston, MA Experience 1994 - 1995
Job Financial Services Professional
Industry Financial Services
Experience
BlackRock  2004 - 2009
State Street Research and Management Co., Boston, MA   2003 - 2004
Putnam Investments, Norwood, MA   2001 - 2002
Dataware Solutions, Burlington, MA   1997 - 2001
Putnam Investments, Braintree, MA   1996 - 1997
Sun Life of Canada, Wellesley Hills, MA   1995 - 1996
Putnam Investments, Boston, MA   1994 - 1995
Putnam Investments, Boston, MA   1990 - 1994
State Street Bank and Trust Company, North Quincy, MA   1981 - 1990

Skills
Fixed Income, Equities, Hedge Funds, Trading, Mutual Funds, Asset Management, Securities, Corporate Actions, Portfolio Management, Investments, Financial Services, Finance, Banking, Valuation

Education
Northeastern University
BS, Accounting

PHS