Experience

WhaleRock Point Partners LLC

• United States
• Financial Services
• 1 - 100 Employee

• Retirement Plan Specialist

  • Sep 2017 - Present

  Providence, Rhode Island Area



Putnam Investments

• United States
• Financial Services
• 700 & Above Employee

• DCIO - Internal Investment Specialist

  • Nov 2015 - Sep 2017

  Boston, MA - DCIO Internal Wholesaler covering the South Central region - Work in partnership with an external DC Investment Specialist to establish new relationships and maintain existing relationships with financial advisors, consultants and platform wholesalers - Focus on mid and large market retirement plan opportunities, with total plan assets ranging from $5m-$500m

• Dealer Marketing Services Representative

  • Jun 2015 - Oct 2015

  Andover, MA • Completed six week intensive mutual fund and product training program • Worked in partnership with five wholesaling teams to further enhance the sales process • Managed inbound calls and requests from brokers and financial advisers concerning Putnam products

• Defined Contribution Sales Intern

  • Jun 2014 - Aug 2014

  Boston, Massachusetts • Assisted the Outbound Sales Representatives and Regional 401(k) Directors with various requests in support of the sales process • Operate and maintain the Intranet site for all Putnam’s Defined Contribution division • Coordination, assembly, and mailing of proposals and enrollment kits to clients and brokers • Maintain and organize Defined Contribution literature inventory