Putnam Lovell NBF

Industry: Company

Description

Founded: 1987 Parent organization: National Bank Of Canada Financial Group Inc.

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Putnam Lovell NBF Employees

Employee
Years
Job
Industry
Adam Hoffeld Adam Hoffeld San Francisco Bay Area Details
Adam Hoffeld's Putnam Lovell NBF Experience July 2002 - June 2005
Job Business Development, Corporate Development & Strategic Planning
Industry Computer Games
Experience
Tango Me  January 2015 - Present
Ubisoft  August 2011 - February 2014
Electronic Arts (EA)   May 2009 - March 2010
Jefferies LLC / Putnam Lovell   July 2007 - December 2008
Jefferies LLC / Putnam Lovell   July 2005 - July 2007
Putnam Lovell NBF   July 2002 - June 2005
HSBC Investment bank  2001 - 2001

Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Finance, Mergers, Financial Analysis, Asset Managment, Investments, Due Diligence, Corporate Development, Equities, Business Development, Finance, Mergers & Acquisitions, Strategic Financial..., Forecasting, Analysis, Management, Mobile Devices, Start-ups, Contract Negotiation, Strategy, Competitive Analysis, M&A experience, Strategic Partnerships, Project Management, Entrepreneurship, Analytics, Business Strategy, Negotiation, Process Improvement, Licensing, Market Analysis, Video Games, Market Research, Sales, Social Games, Mobile Games, Online Gaming, Business Valuation, Casual Games, Cross-functional Team..., Digital Distribution, Gaming, Relationship Management, Business Analysis, Digital Media, Sales Management, Game Development

Education
University of California, Berkeley   1996 — 2000
Economics, Finance minor

Todd Whitfield Todd Whitfield Greater Denver Area Details
Todd Whitfield's Putnam Lovell NBF Experience June 2005 - September 2006
Job Equity Research Analyst at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group  April 2011 - July 2014
Janus Capital Group  January 2010 - April 2011
Janus Capital Group  September 2008 - December 2009
Silvergate Capital Management   November 2006 - January 2008
Putnam Lovell NBF   June 2005 - September 2006

Skills
Equity Research, Equities, Equity Valuation, Investments, Investment Banking, Hedge Funds, Portfolio Management, International Business, Mutual Funds, International Investment, Asian Markets, Asian Business, Industrial Sector, Automotive, Transportation, Healthcare, Agriculture, Buy-side, Long/Short Equity, Financial Analysis, Financial Modeling

Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Science (BS) With Honors, Finance, 3.87 Overall GPA. 4.0 Major GPA

Danielle Flemm Danielle Flemm Greater New York City Area Details
Danielle Flemm's Putnam Lovell NBF Experience October 2000 - October 2002
Job Administrative Assistant to the VP for Student Affairs, Hofstra University
Industry Higher Education
Experience
Hofstra University  January 2013 - Present
glaceau, The Coca-Cola Company   November 2002 - December 2012
Putnam Lovell NBF   October 2000 - October 2002
LexisNexis  July 1998 - October 2000

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Research, Administrative..., Budgets, Spreadsheets, Lotus Notes, Outlook, Concur, Fundraising, Project Management, Calendaring, Market Research, Data Entry, Travel Arrangements, Expense Reports, Heavy Calendaring, Office Equipment, PowerPoint, Fax, Adobe Acrobat, Invoicing, Expenses, File Management, Office Administration, Calendars, Customer Service, Expense Management, Event Planning, Administrative...

Education
Nassau Community College   2008 — 2010
Paralegal Studies Certificate, Paralegal Studies

Gallaudet University   1997 — 1998
none, Masters in Social Work for the Deaf population

SUNY Geneseo   1994 — 1997
Bachelor of Science, Elementary & Special Education

Nassau Community College   1992 — 1994
Associates, Liberal Arts

Rob Jakacki Rob Jakacki Greater New York City Area Details
Rob Jakacki's Putnam Lovell NBF Experience December 1998 - October 2003
Job Chief Investment Officer at Kudu Investment Management
Industry Financial Services
Experience
Kudu Investment Management   April 2014 - Present
Alpha Strategic plc   January 2013 - March 2014
Asset Management Finance   October 2003 - November 2012
Putnam Lovell NBF   December 1998 - October 2003
First Union National Bank  July 1995 - December 1998
T. Rowe Price  1990 - 1993

Education
Thunderbird School of Global Management   1993 — 1995
Master of Business Administration (M.B.A.), Finance, General

Dickinson College   1985 — 1989
Bachelor of Arts (B.A.), International/Global Studies

Neel Kumar, CFA Neel Kumar, CFA New York, New York Details
Neel Kumar, CFA's Putnam Lovell NBF Experience June 2006 - November 2006
Job Equity Research Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley  July 2014 - Present
Credit Suisse  June 2013 - August 2013
Guggenheim Partners  July 2011 - April 2012
Guggenheim Partners  July 2009 - June 2011
Credit Suisse  July 2007 - December 2008
Putnam Lovell NBF   June 2006 - November 2006

Skills
Financial Analysis, Corporate Finance, Financial Modeling, Company Valuation, M&A analysis, M&A Modeling, LBO, Investment Banking, Valuation, Leveraged Finance, Derivatives, Mergers & Acquisitions, DCF, Investments, Fixed Income, Finance, Equity Research, Bloomberg, Capital Markets, Due Diligence, Financial Markets, Securities

Education
Tuck School of Business at Dartmouth   2012 — 2014
Master of Business Administration (MBA)

New York University - Leonard N. Stern School of Business   2003 — 2007
BS, Finance

Robert Fleisher Robert Fleisher Greater New York City Area Details
Robert Fleisher's Putnam Lovell NBF Experience 1996 - 2001
Job Investment Principal and Advisor
Industry Financial Services
Experience
Meso LLC   2010 - Present
The Generator Guys, LLC   2013 - Present
UniCredit Markets & Investment Banking  2006 - 2009
UniCredit Markets & Investment Banking  2004 - 2006
RTF Solutions LLC   2001 - 2004
Putnam Lovell NBF   1996 - 2001
Citi  1992 - 1996

Skills
Structured Finance, Capital Markets, Risk Management, Alternative Investments, Private Placements, Securitization, Credit, Fixed Income, Start-up Environments, Business Relationship..., ABS, Business Strategy, Start-ups, Portfolio Management, Derivatives, Finance, Credit Analysis, Banking, Due Diligence

Education
Columbia University - Columbia Business School   1990 — 1992
MBA, Finance

Brandeis University   1984 — 1988
BA, Economics

Patricia Ouimet Patricia Ouimet Pittsburgh, Pennsylvania Details
Patricia Ouimet's Putnam Lovell NBF Experience August 2000 - May 2004
Job Financial Specialist PNC Investments
Industry Financial Services
Experience
PNC  September 2013 - Present
Wells Fargo Advisors LLC Private Client Group   October 2011 - January 2013
Bell Rock Capital   February 2009 - October 2011
Putnam Lovell NBF   August 2000 - May 2004
John Hancock Funds  July 1994 - August 2000

Skills
Hedge Funds, Equities, Alternative Investments, Portfolio Management, Retirement Planning, Series 7, Financial Services, Options, Investments, Equity Research, Financial Modeling, Securities, Asset Allocation, Mutual Funds, Finance, Investment Strategies

Education
Franklin College

Simmons College
AS, Finance and Marketing

University of New Hampshire
Business

Jamie Lee Carmichael Jamie Lee Carmichael Charlotte, North Carolina Area Details
Jamie Lee Carmichael's Putnam Lovell NBF Experience August 2005 - October 2007
Job Executive Assistant to CFO
Industry Executive Office
Experience
United Technologies Aerospace Systems  December 2013 - Present
Jamie Lee Carmichael - Mobile Notary   April 2013 - December 2013
NTA/US NAVY   November 2010 - May 2013
EVELYNNE GRACE GROUP   January 2008 - December 2011
KPMG  April 2008 - October 2010
Putnam Lovell NBF   August 2005 - October 2007
Dynacast  April 2003 - May 2005
Mountain Funding LLC   April 2002 - March 2003
Wachovia  August 2001 - May 2002
Merrill Lynch  1997 - 2001

Skills
Administrative..., Training, Budgets, Outlook, Marketing, Customer Service, Microsoft Office, Sales, Team Building, Human Resources, Social Networking, Time Management, Event Planning, Event Management

Education
Pace University

Jackie Reeves Jackie Reeves West Palm Beach, Florida Area Details
Jackie Reeves's Putnam Lovell NBF Experience March 2000 - February 2003
Job Managing Director, 401k Advisor, Portfolio Manager
Industry Financial Services
Experience
Greater Boca Raton Chamber of Commerce  November 2011 - Present
Bell Rock Capital   April 2007 - Present
Junior League of Boca Raton  August 2002 - Present
Junior League of Boca Raton Endowment Fund   June 2009 - May 2014
Ryan Beck & Co.   May 2003 - March 2007
Ryan Beck & Co.   May 2003 - March 2007
Putnam Lovell NBF   March 2000 - February 2003
Salomon Smith Barney  April 1997 - June 1999
CS First Boston  1992 - 1995
Janney Montgomery Scott  1992 - 1993

Skills
Financial Modeling, Investments, Valuation, Asset Managment, Equities, Mergers, Investment Banking, Capital Markets, Portfolio Management, Financial Regulation, Buy-side, Equity Research, Non-profits, Hedge Funds, Executive Management, Strategic Financial..., Mutual Funds, Budgets, Insurance, Nonprofits, Mergers & Acquisitions, Management, Banking, Series 7, Securities, Alternative Investments, Strategic Planning, Leadership, Options, Asset Management, Financial Services, Investment Strategies, Fixed Income, Investment Advisory, Asset Allocation, Series 63, Bonds, Private Equity, Trading, Analysis, Financial Analysis, Investment Management, Wealth Management, FINRA, Wealth Management..., Financial Markets, Financial Advisory, Finance, Bloomberg, Investor Relations

Education
Cedar Crest College   1984 — 1988
BS, Finance, economics

Cedar Crest College   1984 — 1988
Bachelor of Science, Finance & Economics

Alexis Kalmanovitz Alexis Kalmanovitz Los Angeles, California Details
Alexis Kalmanovitz's Putnam Lovell NBF Experience 2003 - 2004
Job Fintech Strategic Advisor
Industry Financial Services
Experience
Zelig Associates   January 2010 - Present
Finantix   January 2010 - Present
Thomson Reuters  May 2008 - December 2009
Reuters  September 2004 - May 2008
Putnam Lovell NBF   2003 - 2004
ABN AMRO  1999 - 2003
Rabobank International  1998 - 1999
Tokyo-Mitsubishi International   1997 - 1998
OECD  1996 - 1996

Skills
Marketing Strategy, Capital Markets, Investment Banking, Banking, Financial Markets, Derivatives, FX, Equities, Asset Management, Portfolio Management, Private Equity, Fixed Income, Risk Management, Valuation, Wealth Management, Venture Capital, Trading Systems, Corporate Finance, Due Diligence, Business Strategy, Strategy Development, Business Management, Trading, Buy-side, Sell Side, Financial Technology, Entrepreneur, Hedge Funds, Electronic Trading, Securities, Bloomberg, Private Banking, Risk, Corporate Development, Debt, Equity Capital Markets, Market Data, Equity Research, Investment Strategies, Financial Institutions, Retail Banking, Economics, Business Analysis, Quantitative Analysis, Mergers & Acquisitions, Strategy, Financial Services, Finance, Investment Management, CRM

Education
McGill University   1994 — 1995
MA

American University of Paris   1990 — 1994
BA

St Louis Ste Clotilde   1976 — 1989
Baccalaureat C

Myra Bartalos Myra Bartalos Greater New York City Area Details
Myra Bartalos's Putnam Lovell NBF Experience 1999 - 2001
Job Marketing and Communications Pro | Head of Marketing at kasina
Industry Financial Services
Experience
kasina, a DST Company   April 2014 - Present
Marketing Communications Consultant  July 2013 - Present
AIG  September 2010 - June 2013
AIG  October 2007 - September 2010
Fox-Pitt, Kelton  April 2002 - June 2003
Swiss Re  May 2001 - April 2002
Putnam Lovell NBF   1999 - 2001

Skills
Marketing Communications, Digital Marketing, Content Marketing, Corporate Communications, Integrated Marketing, Content Management, Event Management, Strategic Communications, Public Relations, Marketing Strategy, Photoshop, Team Management, Organizational..., Result Oriented, Customer Satisfaction, B2B Marketing Strategy, Internal & External..., HTML, Change Communications, CSS

Education
Columbia University - School of International and Public Affairs
MIA, International Banking and Finance

Tufts University
BA, Political Science

Institut d'Etudes politiques de Paris
International Relations and Affairs

Daniel Kochav Daniel Kochav Greater New York City Area Details
Daniel Kochav's Putnam Lovell NBF Experience 2002 - 2005
Job Partner at Tenor Capital Management Company
Industry Financial Services
Experience
Tenor Capital Management Company   October 2005 - Present
Putnam Lovell NBF   2002 - 2005
TD Securities, Inc.   1991 - 2000
PaineWebber, Inc.   1985 - 1990

Education
Massachusetts Institute of Technology   1983 — 1985
MSc., Management

Concordia University   1980 — 1983
BComm, Economics

Hugim High School

Richard Chimberg Richard Chimberg Greater Boston Area Details
Richard Chimberg's Putnam Lovell NBF Experience 2003 - 2005
Job Principal at CLMedia Relations LLC and Owner
Industry Public Relations and Communications
Experience
CL-Media Relations LLC   2006 - Present
Putnam Lovell NBF   2003 - 2005
InvestorForce  2000 - 2002
Bloomberg News  1998 - 2000
Investment Management Weekly and ROI magazine   1988 - 1997
SEI  1986 - 1987
Institutional Investor  1983 - 1985

Education
City College of New York

New School University

Tel Aviv University

Yannick Maynard Yannick Maynard Montreal, Canada Area Details
Yannick Maynard's Putnam Lovell NBF Experience September 2002 - December 2002
Job project manager at Bombardier
Industry Information Technology and Services
Experience
Bombardier Aerospace  April 2014 - Present
Aeroplan  May 2011 - April 2014
IBM  August 2010 - May 2011
TD Insurance  May 2007 - July 2010
IBM Canada  2003 - 2007
IBM  March 2003 - July 2004
National Bank Financial  January 2000 - March 2003
Putnam Lovell NBF   September 2002 - December 2002

Skills
People Skills, PMP, Project Planning, Communication, Team Leadership, Outsourcing, ITIL, Business Process, PMI, PMO, Visio, Software Project..., IT Strategy, Process Improvement, Agile Methodologies, Integration, Networking, Project Delivery, Project Management, Databases, SDLC, Requirements Gathering, CRM, Security, SQL, Project Coordination, Business Intelligence, Vendor Management, Project Portfolio..., Infrastructure, Business Analysis, Leadership, Data Warehousing, Management, Storage Area Networks, Program Management, IT Management, MS Project, Software Development, Requirements Analysis, Business Process..., Solution Architecture, Software Documentation, IT Service Management, SharePoint, Change Management, Microsoft SQL Server, Governance, Team Management

Education
HEC Montréal   2000 — 2002
Certificate, Information System Management

Tom Sauve Tom Sauve Greater New York City Area Details
Tom Sauve's Putnam Lovell NBF Experience June 2001 - June 2003
Job Founder and Portfolio Manager, T Squared Partners and President and Director of Quest Energy Corporation
Industry Financial Services
Experience
T Squared Partners   April 2007 - Present
Quest Energy Corporation   February 2007 - Present
Proctor NBF   June 2002 - June 2004
Putnam Lovell NBF   June 2001 - June 2003
Putnam Lovell NBF Securities Inc.   2001 - 2003

Skills
Mergers & Acquisitions, Investments, Mutual Funds, Equities, Hedge Funds, Valuation, Capital Markets, Investment Banking, Private Equity, Asset Management, Financial Modeling, Alternative Investments

Education
University of Rochester   1997 — 2001
BA, Economics

Pierre-Olivier Lamoureux Pierre-Olivier Lamoureux Greater New York City Area Details
Pierre-Olivier Lamoureux's Putnam Lovell NBF Experience 2004 - 2006
Job Director of Strategic Accounting & Finance
Industry Financial Services
Experience
Golub Capital  September 2010 - Present
Proctor NBF Capital Partners   February 2006 - September 2010
Putnam Lovell NBF   2004 - 2006
Arthur Andersen  1998 - 2002

Skills
Financial Modeling, Hedge Funds, Valuation, Private Equity, Investment Banking, Equities, Capital Markets, Corporate Finance, Mergers, Investments, Due Diligence, Financial Analysis, Asset Managment, Alternative Investments, Venture Capital, Fixed Income, Portfolio Management, Corporate Development, LBO

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

HEC Montréal   1995 — 1999
BBA, MS, Accounting

CFA Institute
CFA, CFA Charterholder

Rodric O'Connor Rodric O'Connor San Francisco Bay Area Details
Rodric O'Connor's Putnam Lovell NBF Experience March 1999 - February 2003
Job
Industry Information Technology and Services
Experience
Halcyon Financial Technology, L.P.   July 2010 - Present
Blum Capital Partners  February 2003 - July 2010
Putnam Lovell NBF   March 1999 - February 2003
Silicon Wireless  September 1996 - March 1999
Madge Networks  October 1991 - September 1996
I.T. Consulting   September 1990 - October 1991
University of Manchester  August 1989 - October 1990
North Wales Computer Services   August 1982 - July 1986

Skills
Hedge Funds, Mergers, Private Equity, SaaS, Venture Capital, Equities, Due Diligence, Financial Modeling, Business Analysis, Cloud Computing, Start-ups, Asset Managment, Investment Banking, Corporate Development, Valuation, Business Strategy, Electronic Trading, Alternative Investments, Enterprise Software, Capital Markets, Investments, Project Management, M&A experience, Asset Management, Executive Management, Entrepreneurship, Mergers & Acquisitions, Consulting, Strategy, Leadership, Portfolio Management, Management, Emerging Markets, Fixed Income, Investment Management, Trading Systems, Securities, Restructuring, Market Data, Acquisition Integration, Corporate Finance, IT Strategy, Management Consulting, Strategic Partnerships, Analytics, Virtualization, Storage, CRM, Financial Services

Education
The University of Manchester   1986 — 1989
BSc (Joint Hons.)

Ani Rouskova Ani Rouskova San Francisco Bay Area Details
Ani Rouskova's Putnam Lovell NBF Experience July 2003 - April 2005
Job Cofounder and Managing Partner at EOS Capital Advisors LLC
Industry Banking
Experience
EOS Capital Advisors LLC   May 2015 - Present
Cleantech Open  April 2015 - Present
Marathon Capital, LLC   August 2012 - April 2015
Goldman Sachs  May 2005 - July 2012
Putnam Lovell NBF   July 2003 - April 2005
Haas School of Business  2001 - 2003
Hewlett-Packard  June 2002 - August 2002
Deloitte & Touche  July 1996 - July 2001

Skills
Mergers, Asset Management, Financial Institutions, Renewable Energy, Investment Banking, Capital Markets, Financings, Power & Utilities, Transaction Execution, Strong communications..., Strategic Advisory, Equities, Deal Structuring, Valuation, Financial Modeling, Corporate Finance, Deal Execution, Capital Structure, Financial Analysis, Strategy, Mergers & Acquisitions, Due Diligence, Finance, Negotiation, Private Equity, Venture Capital

Education
University of California, Berkeley, Haas School of Business   2001 — 2003
MBA, Finance

University of Humberside   1992 — 1996
Bachelor of Arts (B.A.), European Business Administration

Max Kirschenbaum Max Kirschenbaum Washington D.C. Metro Area Details
Max Kirschenbaum's Putnam Lovell NBF Experience July 2005 - August 2005
Job Director of Operations at Fundrise
Industry Real Estate
Experience
Fundrise  August 2013 - Present
WestMill Capital   January 2012 - Present
Popularise   January 2012 - Present
Fundrise  January 2012 - July 2013
Northwestern Mutual  October 2011 - January 2012
Bank of America Merrill Lynch  January 2011 - April 2011
Office of Congressman Patrick Kennedy  July 2008 - August 2008
Putnam Investments  July 2006 - August 2006
Putnam Lovell NBF   July 2005 - August 2005

Skills
Investments, Portfolio Management, Equities, Microsoft Excel, Finance, Economics, Investment Banking, Creative Real Estate..., Real Estate, Real Estate Development, Localization, Crowdfunding, Alternative Investments, Securities Regulation, Securities, Securities Offerings, Series 7, Series 63, Investment Properties, Investment Management, Financial Modeling, Financial Reporting, Corporate Finance, Accounting, Compliance, Due Diligence, Market Research, Start-ups, Operations Management, Commercial Leasing, Property Management, Process Engineering, Process Management, Process Optimization, Local Economic...

Education
Vanderbilt University   2007 — 2011
Bachelor of Arts, Economics, Finance, Mathematics

The University of Queensland   2010 — 2010
Economics, Mathematics

Ken Auspaker Ken Auspaker Greater New York City Area Details
Ken Auspaker's Putnam Lovell NBF Experience July 2004 - July 2007
Job Vice President at Evercore Partners
Industry Financial Services
Experience
Evercore Partners  August 2009 - Present
Evercore Partners  May 2008 - August 2008
Putnam Lovell NBF   July 2004 - July 2007
JP Morgan  June 2003 - August 2003

Skills
Financial Modeling, Mergers, Investment Banking, Asset Management, Mobile Payments, Payment Card Processing, Electronic Trading, Electronic Payments

Education
Harvard Business School   2007 — 2009
MBA

Cornell University   2000 — 2004
BS, Policy Analysis & Management

Kings Park High School   1996 — 2000
Regents Diploma

Stanley Fukuda Stanley Fukuda San Francisco Bay Area Details
Stanley Fukuda's Putnam Lovell NBF Experience 2004 - 2007
Job Manager, Systems and Technology, Mediasmith Inc
Industry Information Technology and Services
Experience
Mediasmith  February 2007 - Present
Putnam Lovell NBF   2004 - 2007
Langtech  January 1999 - July 2003

Skills
Microsoft Exchange, Active Directory, Windows, Project Management, Backup Exec, Mobile Devices, System Administration, Disaster Recovery, Windows Server, Microsoft Office, Integration, IT Strategy, Citrix, Network Administration, IT Management, E-commerce, Technical Support, Security, Troubleshooting

Education
CLC   1999 — 1999
Microsoft Certified Systems Engineer

City College of San Francisco

Rhonda Rosen Rhonda Rosen Greater New York City Area Details
Rhonda Rosen's Putnam Lovell NBF Experience January 1999 - January 2003
Job
Industry Financial Services
Experience
R-Pharm US, LLC   June 2015 - Present
RenovaCare, Inc.   June 2013 - Present
Tatum  March 2010 - Present
Vector Asset Management, Inc.   April 2013 - Present
Armada Oil, Inc.   May 2012 - March 2013
Tonix Pharmaceuticals, Inc.   August 2010 - February 2012
Validus Pharmaceuticals LLC   January 2008 - March 2010
Wood Creek Capital Management (affiliate of Mass Mutual Life Insurance Company)   November 2006 - December 2007
Liability Solutions   2004 - 2005
Putnam Lovell NBF   January 1999 - January 2003

Skills
Financial Operations, Private Equity, Investment Banking, SEC Financial Reporting, Early Stage Companies, Start-up Consulting, Due Diligence, Investor Relations, Investments, Finance, Venture Capital, Mergers & Acquisitions, Asset Management, Strategy, Financial Modeling, Executive Management, Valuation, Equities, Financial Services, Hedge Funds

Education
The Wharton School, University of Pennsylvania   1977 — 1979
MBA

The Wharton School, University of Pennsylvania   1974 — 1978
BS

Temple University - Fox School of Business and Management   1985 — 1987
MS

Lower Merion

Professional Designations and Activities
MBS/BS

Richard J. Kelly Richard J. Kelly New York, New York Details
Richard J. Kelly's Putnam Lovell NBF Experience December 2000 - March 2003
Job Managing Director Investment Banking The Concorde Group, Inc.
Industry Investment Banking
Experience
The Concorde Group, Inc.   February 2008 - Present
Sanders Morris Harris Group, Inc.   March 2006 - February 2008
Friedman Billings Ramsey & Co., Inc.   April 2003 - December 2004
Putnam Lovell NBF   December 2000 - March 2003
CIBC World Markets  January 1998 - November 2000
MA Schapiro & Co., Inc.   May 1991 - December 1997
Tucker Anthony, Inc.   April 1987 - December 1990
Keefe, Bruyette & Woods, Inc.   June 1982 - March 1987
First National Bank of Boston  June 1979 - May 1982

Skills
Investment Banking, Corporate Finance, Strategic Planning, Mergers & Acquisitions, Financial Institutions, Series 24, Series 7, Series 63, Mergers, Valuation, Due Diligence, Securities, Private Placements, Fixed Income, Capital Markets, Financial Services, Finance, Equities, Investments, Securitization, Bloomberg, Financial Modeling, Private Equity, Financial Markets, Portfolio Management, Bonds, Venture Capital, Equity Research, Alternative Investments, Structured Finance, LBO, Asset Allocation, Structured Products, Hedge Funds, Equity Capital Markets, IPO, Asset Management, Corporate Development, Capital, Trading, Financial Advisory, Investment Strategies, Financial Structuring, Capital Raising, Equity Trading, Emerging Markets, Acquisitions, FINRA, Investor Relations, Business Valuation

Education
Babson College - Franklin W. Olin Graduate School of Business   1981 — 1982
Finance

Amherst College   1975 — 1979
A.B., Anthropology, US History

Deerfield Academy   1971 — 1975

Joe Kwok Joe Kwok Greater New York City Area Details
Joe Kwok's Putnam Lovell NBF Experience 2000 - 2007
Job
Industry Investment Management
Experience
Murphy Capital Management   August 2010 - Present
Jefferies & Company  July 2007 - June 2009
Putnam Lovell NBF   2000 - 2007
First American International Bank  1999 - 2000

Education
New York University   1999 — 2000
MS

Stanford University   1994 — 1998
BS

Stuyvesant High School   1990 — 1994

Bill Poulin Bill Poulin Washington D.C. Metro Area Details
Bill Poulin's Putnam Lovell NBF Experience 1998 - 2000
Job Investment Product & Marketing Executive
Industry Investment Management
Experience
ProShare Advisors, LLC  May 2013 - June 2014
Columbia Management  March 2006 - August 2012
Fidelity Investments  June 2004 - March 2006
LifeHarbor   June 2001 - June 2004
Pioneer Investments  January 2001 - November 2001
Putnam Lovell NBF   1998 - 2000
John Hancock Financial Services  1990 - 1998

Skills
Asset Management, Mutual Funds, Mutual Fund Marketing, Institutional Investors, Product Management, Product Development, Product Launch, Product Rationalization, Fund Mergers, Separately Managed..., Variable Annuities, ETFs, UCITS, Hedge Funds, Pricing Strategy, Investment Strategies, Alternative Investments, Equity, Fixed Income, Asset Allocation, Process Improvement, Collateral Production, Sales Presentations, Presenter, Series 24, Series 7, Series 63, Board Relations, Board of Director..., Cross-functional Team..., Coaching, Thought Leadership, Value-add Marketing, Brand Developement, Advertising Management, Marketing, Brand Development, Equities, Asset Managment, Wealth Management, Strategy, Investment Management, Securities, Investment Banking, Fund Of Funds, Investments, Financial Services, Institutional, Investment Advisory

Education
Fordham Gabelli School of Business   1988 — 1990
MBA, International Finance

Keene State College   1978 — 1982
BS, Management

Juan Guzman Juan Guzman Greater New York City Area Details
Juan Guzman's Putnam Lovell NBF Experience June 2006 - September 2006
Job Senior Vice President at Houlihan Lokey
Industry Banking
Experience
Houlihan Lokey  February 2015 - Present
The Blackstone Group  September 2011 - January 2015
Prudential Financial  September 2008 - September 2011
Bear Stearns  July 2007 - June 2008
Putnam Lovell NBF   June 2006 - September 2006
Sony Corporation of America  May 2003 - August 2005
PricewaterhouseCoopers  January 2001 - May 2003

Skills
Investment Banking, Valuation, Mergers & Acquisitions, Capital Markets, Financial Modeling, Financial Advisory, Internal Audit

Education
New York University - Leonard N. Stern School of Business   2005 — 2007
Master of Business Administration (MBA), Corporate Finance, Law

University of California, Los Angeles   1996 — 2000
BA, Economics, Accounting

Avtar Vasu Avtar Vasu Greater Detroit Area Details
Avtar Vasu's Putnam Lovell NBF Experience 2004 - 2005
Job Senior Managing Director at UAW Trust
Industry Financial Services
Experience
UAW Retiree Medical Benefits Trust  September 2014 - Present
UAW Retiree Medical Benefits Trust  February 2013 - Present
Harvard Management Company  2008 - 2012
Wood Creek Capital Management  2005 - 2008
Putnam Lovell NBF   2004 - 2005
Stern Investment Management   2002 - 2003
Deutsche Bank  2000 - 2002
NYSDOT  1993 - 1998

Skills
Hedge Funds, Capital Markets, Asset Managment, Investment Management..., Derivatives, Private Equity, Valuation, Alternative Investments, Investments, Portfolio Management, Investment Strategies, Asset Management, Investment Management, Risk Management, Equities

Education
The University of Chicago - Booth School of Business   1998 — 2000
Master of Business Administration (MBA)

State University of New York College at Buffalo   1991 — 1993
MS

Delhi College of Engineering   1984 — 1988
BE

Matthew Starr, CRCP™ Matthew Starr, CRCP™ Greater New York City Area Details
Matthew Starr, CRCP™'s Putnam Lovell NBF Experience 2000 - 2004
Job Tenor Capital Mgmt
Industry Financial Services
Experience
Tenor Capital Mgmt   2004 - Present
Putnam Lovell NBF   2000 - 2004
Bankers Trust  1992 - 2000
Deutsche Bank  1992 - 2000
Bank of America  June 1991 - November 1992
JPMorgan Chase  July 1987 - June 1991

Education
Garden City High

Pace University - Lubin School of Business

Richard Aucoin Richard Aucoin Weehawken, New Jersey Details
Richard Aucoin's Putnam Lovell NBF Experience 2000 - 2003
Job Weichert Realtors Sales Representative
Industry Information Technology and Services
Experience
Weichert, Realtors  2013 - Present
Lynx Trading   August 2009 - May 2010
Tradeware Global  January 2007 - June 2009
Sungard Trading Systems  2004 - 2007
SunGard  2003 - 2007
putnam lovell securities   May 2000 - August 2003
Putnam Lovell NBF   2000 - 2003

Skills
Equities, Financial Markets, Business Analysis, Derivatives, SQL, Trading Systems, Electronic Trading, Trading, Data Center, Unix, Capital Markets, Fixed Income, Disaster Recovery, SDLC, Market Data, Options

Education
City University of New York-Brooklyn College

meadowlands school of real estate

Ken Kwan Ken Kwan San Francisco Bay Area Details
Ken Kwan's Putnam Lovell NBF Experience May 2000 - May 2003
Job Vice President & CTO at Blum Capital Partners
Industry Investment Management
Experience
Blum Capital Partners  August 2010 - Present
Blum Capital Partners  May 2003 - August 2010
Putnam Lovell NBF   May 2000 - May 2003
Fairmont Hotels & Resorts  May 1995 - May 2000

Skills
Active Directory, Cloud Computing, VDI, VMware, Infrastructure, Disaster Recovery, Business Analysis, Windows Server, Virtualization, Project Management, SaaS, IT Management, IT Strategy, Data Center, IT Operations, Management, Integration, Strategy, Leadership, Servers

Education
British Columbia Institute of Technology

The University of British Columbia

Jeremy Knox Jeremy Knox Greater New York City Area Details
Jeremy Knox's Putnam Lovell NBF Experience July 2006 - October 2008
Job Director at PartnerRe Principal Finance
Industry Venture Capital & Private Equity
Experience
PartnerRe Principal Finance   March 2014 - Present
PartnerRe Principal Finance   April 2011 - March 2014
PartnerRe Principal Finance   September 2009 - March 2011
Fox-Pitt, Kelton  October 2008 - September 2009
Putnam Lovell NBF   July 2006 - October 2008

Education
Franklin & Marshall College   2002 — 2006

Justin Hughes, CFA Justin Hughes, CFA San Francisco, California Details
Justin Hughes, CFA's Putnam Lovell NBF Experience 1996 - 1998
Job Investment Professional
Industry Investment Management
Experience
Philadelphia Financial  February 2004 - Present
Frontline Technologies Inc.  May 2008 - April 2012
Hovde Financial  July 2003 - January 2004
Jefferies & Company  September 2002 - July 2003
Robertson Stephens  February 1998 - July 2002
Putnam Lovell NBF   1996 - 1998
Russell Miller Inc.   September 1994 - 1996

Education
University of California, Irvine   1990 — 1994
BA, Economics

Shahriar Fotouhi Shahriar Fotouhi San Francisco Bay Area Details
Shahriar Fotouhi's Putnam Lovell NBF Experience June 2004 - October 2007
Job Finance Manager at CBRE
Industry Financial Services
Experience
CBRE  July 2012 - Present
Pacific Maritime Association  November 2008 - July 2012
Putnam Lovell NBF   June 2004 - October 2007
World Savings  June 2001 - June 2003
World Savings  June 1998 - June 2001
World Savings  June 1995 - June 1998

Skills
Finance, Financial Analysis, Valuation, Forecasting, Financial Modeling, Budgets, Analysis, Management, Microsoft Excel, Microsoft Office, Process Improvement, Financial Forecasting

Education
Saint Mary's College of California   1991 — 1995
B.S., Business Administration, Economics

Raphael Kertesz Raphael Kertesz Montreal, Canada Area Details
Raphael Kertesz's Putnam Lovell NBF Experience 1999 - 2001
Job President at Legacy 3 Inc.
Industry Financial Services
Experience
Legacy 3 Inc.   June 2010 - Present
Claridge  December 2007 - December 2009
XPL Advisors   August 2001 - December 2007
Putnam Lovell NBF   1999 - 2001

Skills
Strategic Planning, Customer Service, Mergers, Change Management, Hedge Funds, Alternative Investments, Equities, Business Planning, Business Strategy, Investment Banking, Mergers & Acquisitions, Asset Managment, Negotiation, Asset Management, Due Diligence, Portfolio Management, Private Equity, Valuation, Capital Markets, Investments

Education
University of Toronto   1992 — 1995
LLB

Ivey Business School at Western University   1989 — 1992
HBA

Apollo Khine Apollo Khine New York, New York Details
Apollo Khine's Putnam Lovell NBF Experience 1999 - 2007
Job Senior Vice President & Managing Director
Industry Banking
Experience
Synchrony Financial  July 2014 - Present
GE Capital  March 2014 - Present
JPMorgan Chase  2008 - 2014
JPMorgan  2007 - 2008
Putnam Lovell NBF   1999 - 2007
UBS Investment Bank  1997 - 1999
Goldman Sachs  1998 - 1998
PricewaterhouseCoopers  1991 - 1997

Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Capital Markets, Mergers, Private Equity, Equities, Due Diligence, Asset Management, Finance, Financial Services, Banking, Structured Finance, Strategic Financial..., Corporate Development, Series 7, M, Business Strategy, Financial Structuring, Financial Reporting, Strategy, Business Valuation, Series 63

Education
New York University - Leonard N. Stern School of Business   1991 — 1994
MBA, Finance/Accounting

Duke University   1987 — 1991
AB, Economics

Wilmington Friends School

Richard Repetto Richard Repetto Greater New York City Area Details
Richard Repetto's Putnam Lovell NBF Experience August 2000 - October 2003
Job Principal at Sandler O'Neill + Partners
Industry Financial Services
Experience
Sandler O'Neill + Partners   November 2003 - Present
Putnam Lovell NBF   August 2000 - October 2003
Lehman Brothers  August 1997 - 2000
Mobil  1985 - 2000

Skills
Asset Managment, Equities, Derivatives, Capital Markets, Investment Banking, Valuation, Strategic Planning, Hedge Funds, Fixed Income, Business Development

Education
Wharton School, University of Pennsylvania   1995 — 1997
MBA, Finance

United States Military Academy at West Point
BS, Mechanical Engineering

Peter Schibli Peter Schibli Greater Boston Area Details
Peter Schibli's Putnam Lovell NBF Experience 2003 - 2004
Job Managing Director at Sheffield Haworth
Industry Financial Services
Experience
Sheffield Haworth  September 2014 - Present
PFS Associates   August 2004 - September 2014
Putnam Lovell NBF   2003 - 2004
Merrill Lynch  2001 - 2003
HI Hunt & Company   1997 - 2001
Chase Manhattan Bank  1990 - 1994

Education
Saint Lawrence University   1986 — 1990
BA, Government

Frances Finch Frances Finch Greater New York City Area Details
Frances Finch's Putnam Lovell NBF Experience 2000 - 2003
Job Research Principal (Supervisory Analyst) / Editor at Frances Finch Consulting
Industry Financial Services
Experience
Frances Finch Consulting   August 2014 - Present
KCG Holdings, Inc  December 2010 - November 2013
Frances Finch Consulting   December 2007 - November 2010
Knight Equity Markets  December 2005 - November 2007
Fulcrum Global Partners  2004 - 2005
Soleil Securities  2003 - 2004
Putnam Lovell NBF   2000 - 2003

Skills
Series 7, Equities, Research, Series 24, Series 63, Series 87, Capital Markets

Education
Marshall University   1988 — 1993
Masters, English

Brooklyn College
Education

Pratt Institute
Graphics

Aesthetic Realism Foundation
Continuing Education

Wendy Murdock Wendy Murdock Greater New York City Area Details
Wendy Murdock's Putnam Lovell NBF Experience February 2004 - February 2005
Job Corporate Director. P&L and risk mgmt expertise, incl. in electronic payments and asset management.
Industry Financial Services
Experience
USAA Federal Savings Bank  December 2013 - Present
Recall Holdings   December 2013 - Present
MasterCard Worldwide  May 2012 - March 2013
MasterCard Worldwide  January 2009 - May 2012
Syniverse Technologies  May 2009 - December 2011
Mastercard Worldwide  February 2005 - January 2009
Putnam Lovell NBF   February 2004 - February 2005
Citigroup Asset Management  October 1998 - October 2002
Tullett & Tokyo Liberty   1996 - 2000
Salomon Smith Barney  September 1997 - October 1998

Skills
Mobile Payments, E-payments, Product Management, Payments, Credit Cards, Mobile Commerce, Cards, Payment Gateways, Transaction Processing, Mobile Banking, Product Marketing, Analytics, Product Development, E-commerce, Strategic Partnerships

Education
The University of Western Ontario   1980 — 1982
Master of Business Administration (MBA), Finance and Marketing

McGill University   1968 — 1972
Bachelor of Arts (B.A.), French Canadian Studies

Mark Scalzo Mark Scalzo Truckee, California Details
Mark Scalzo's Putnam Lovell NBF Experience 1991 - 2006
Job CEO, CIO at Validus Growth Investors LLC and CIO of Lucia Capital Management, LLC
Industry Investment Management
Experience
Lucia Capital Management, LLC an affiliate of Lucia Capital Group   June 2014 - Present
Validus Growth Investors LLC   November 2012 - Present
Aletheia Research and Management   November 2008 - October 2012
Fisher Investments  December 2006 - November 2008
Putnam Lovell NBF   1991 - 2006
Salomon Brothers  July 1989 - July 1991

Skills
Asset Managment, Equities, Hedge Funds, Investment Banking, Private Equity, Investments, Investment Management, Capital Markets, Valuation, Corporate Finance, Mergers, Financial Modeling, Securities, Portfolio Management, Due Diligence, Venture Capital, Corporate Development, Series 7, Financial Institutions, Fixed Income, Asset Allocation, Bloomberg, Derivatives, Mergers & Acquisitions, Financial Services, Investment Strategies, Strategy, Equity Research, Asset Management, Mutual Funds, Investment Advisory

Education
University of Pennsylvania - The Wharton School   1985 — 1989
B.S.E., Accounting, Finance, Management

Brad Southern Brad Southern Greater New York City Area Details
Brad Southern's Putnam Lovell NBF Experience 2001 - 2004
Job Kudu Advisors LLC
Industry Investment Banking
Experience
Kudu Advisors LLC   August 2010 - Present
Bentley Associates  March 2009 - December 2009
Freeman & Co. LLC   2004 - 2008
Putnam Lovell NBF   2001 - 2004

Skills
Venture Capital, Private Equity, Mergers & Acquisitions, Valuation, Equities, Corporate Finance, Investment Banking, Hedge Funds, Private Placements, Alternative Investments, Capital Markets

Education
Harvard Law School
JD

Rice University
BA, Economics

Rice University - Jesse H. Jones Graduate School of Management
MBA

Robert Sigman Robert Sigman Boston, Massachusetts Details
Robert Sigman's Putnam Lovell NBF Experience June 2004 - August 2004
Job Analyst at Highfields Capital Management
Industry Investment Management
Experience
Highfields Capital  August 2011 - August 2014
Morgan Stanley  June 2010 - June 2011
Lehman Brothers  May 2008 - August 2008
Coady Diemar Partners  June 2006 - August 2006
Putnam Lovell NBF   June 2004 - August 2004

Education
Harvard Business School   2014 — 2016
Master of Business Administration (M.B.A.)

Emory University - Goizueta Business School   2006 — 2010
BBA, Finance

Regine Harr Regine Harr San Francisco Bay Area Details
Regine Harr's Putnam Lovell NBF Experience September 2006 - July 2007
Job Head of Sales at Veodin
Industry Apparel & Fashion
Experience
Veodin   January 2014 - Present
nelou   2009 - Present
Jefferies & Company  September 2006 - January 2009
Putnam Lovell NBF   September 2006 - July 2007
Lehman Brothers  April 2006 - July 2006

Skills
Fashion, E-commerce, Microsoft Excel, Research, Teamwork, Finance, Valuation, Apparel, Trend, Styling, Textiles, Retail, Fashion Design, Market Research, Product Development, Entrepreneurship, Merchandising, Sourcing, Trend Analysis, Business Strategy

Education
University of California, Berkeley - School of Law   2005 — 2005
LLM, Law & Economics

Rotterdam School of Management, Erasmus University   2004 — 2005
LLM, Law & Economics

Università di Bologna   2004 — 2005
LLM, Law & Economics

Stellenbosch University/Universiteit Stellenbosch   2003 — 2004
BA, Philosphy & Economics

University of Bayreuth   2001 — 2004
BA, Philosphy & Economics

Barry Klayman Barry Klayman Greater New York City Area Details
Barry Klayman's Putnam Lovell NBF Experience 1999 - 2003
Job Partner, Chief Operating Officer at BBR Partners
Industry Financial Services
Experience
BBR Partners  May 2013 - Present
Asset Management Finance LLC   October 2003 - April 2013
Putnam Lovell NBF   1999 - 2003
Bankers Trust Company  1985 - 1999
Citibank  1983 - 1985

Skills
Corporate Finance, Investment Management, Management, Relationship Management, Operations Management, Project Management, Cash Management, Structured Investments, Principal Investments

Education
New York University, Stern School of Business   1985 — 1989
Master of Business Administration (M.B.A.), Finance, General

Wharton School, University of Pennsylvania   1979 — 1983
BS, Economics

Hull High School   1975 — 1979

Deborah Internicola Deborah Internicola Greater New York City Area Details
Deborah Internicola's Putnam Lovell NBF Experience 2003 - 2007
Job Executive Administrative Assistant at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank  October 2013 - Present
Credit Suisse Securities  January 2007 - October 2013
Putnam Lovell NBF   2003 - 2007
Paine Webber  1999 - 2001

Skills
Administrative..., Asset Management, Banking, Investment Banking, Financial Technology

Education
City University of New York-College of Staten Island

St. Joseph by the Sea

Thomas Sauve Thomas Sauve New York, New York Details
Thomas Sauve's Putnam Lovell NBF Experience July 2001 - June 2003
Job Chief Operating Officer at Avivo Health Corporation
Industry Health, Wellness and Fitness
Experience
Avivo Health Corporation   January 2013 - Present
T Squared Partners   January 2007 - Present
Proctor NBF   June 2003 - July 2004
Putnam Lovell NBF   July 2001 - June 2003

Education
University of Rochester   1997 — 2002
Bachelor of Arts (BA), Economics

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