Putnam Investments, Boston, MA
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
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
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
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
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
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
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
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
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
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
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
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
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
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