Putnam Investments
Senior Investor Service Associate
Putnam Investments Sep 1997 - Dec 2012
Client Service Representative
Putnam Investments Sep 1997 - Dec 2012
Senior Investor Services Associate
Justice Federal Credit Union Aug 1993 - May 1997
Customer Service Representative
Bny Mellon Sep 1988 - Jul 1993
Teller
Education:
University of Maryland Global Campus 1992 - 1997
The George Washington University 1990 - 1992
Masters, Public Administration
University of Maryland 1983 - 1988
Bachelors, Bachelor of Arts, Politics, Government
Eleanor Roosevelt Sr High School 1980 - 1983
Skills:
Mutual Funds Customer Service Call Centers Financial Services Time Management Microsoft Excel Finance Insurance Investments Relationship Management Microsoft Office Sales Teamwork Employee Benefits Powerpoint Process Improvement Outlook 401K Securities Lotus Notes Microsoft Word Loans Series 6 Team Building Access Risk Management Analysis Customer Satisfaction Call Center Retirement Asset Allocation Social Media Account Management Administrative Assistants Data Analysis Strategic Financial Planning Fixed Annuities Coaching Compliance Business Analysis Vendor Management Client Service Annuities Customer Relations Financial Planning Excel Word Problem Solving Mentoring Administrative Support
Interests:
Social Services Children Family Activities Economic Empowerment Politics Education Watching Movies Reading Anything Outdoors Poverty Alleviation Exercising Volunteering at Non Profit Organizations Active Church Goer Disaster and Humanitarian Relief Arts and Culture Health
Languages:
English
Certifications:
Certified In First Aid By the American Heart Association Veritus Trained By St Monica's In Methuen Ma Mentoring Completion Program Methuen Police Department April 2014 Archdiocese of Boston Via St Monica's Parish Putnam Investments
Gerard Donahue 1981 graduate of Roxbury High School in Succasunna, NJ is on Classmates.com. See pictures, plan your class reunion and get caught up with Gerard and other high ...
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