DCIO Expert and Industry Veteran
Putnam offers actively-managed mutual funds and Institutional strategies across equities, fixed income, absolute return, and alternatives.
Expertise in two key areas affecting asset managers today: Differentiating the unique benefits of investment strategies and, communicating how investors should evaluate, select, and monitor different investment products. Firm understanding of consultants, RIA's and, financial advisor's due diligence processes. Equally sound knowledge of portfolio and investment analysis. A powerful consultative sales approach with a winning track record; as well as strong academics, communication and technical skills. Outstanding presentation skills combined with excellent listening skills. Ability to make inroads into multiple channels of business. A creative business mind and experience managing a territory effectively as needed. Capacity to travel and fully FINRA licensed. Product expertise includes target date funds, equities, fixed income, international products, ETF’s, CIT’s and stable value investment options.