Geoffrey Putman

I spearheaded an ongoing project to introduce a new product targeted toward engaging Millennial and Gen Z customers. My regular duties included macroeconomic, market, and individual equity research with Bloomberg Terminal and Morningstar; preparing materials for and participating in weekly investment meetings; and constructing model portfolios in accordance with different client objectives under the SRI umbrella.

I previously served as the principal Historical Archivist and during this period I designed, initiated, and executed a comprehensive organizational update for the entire archive. I was responsible for researching and implementing improved preservation methods for numerous historical artifacts.

I began my finance career as a floating teller in 2013, where I was commended for excellent customer service and developed a talent for discretion and tact when dealing with sensitive financial discussions.