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Bob Fleming, Cfp® Email & Phone Number

Senior Manager, Investment Compliance Manager at Putnam Investments
Location: Melrose, Massachusetts, United States 2 work roles 3 schools
2 work emails found @putnam.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 2 work emails

Work email b****@putnam.com
LinkedIn Profile matched
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Current company
Putnam Investments
Role
Senior Manager, Investment Compliance Manager
Location
Melrose, Massachusetts, United States
Company size
1730 employees

Who is Bob Fleming, Cfp®? Overview

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Quick answer

Bob Fleming, Cfp® is listed as Senior Manager, Investment Compliance Manager at Putnam Investments, a company with 1730 employees, based in Melrose, Massachusetts, United States. AeroLeads shows a work email signal at putnam.com and a matched LinkedIn profile for Bob Fleming, Cfp®.

Bob Fleming, Cfp® previously worked as Supervisor, Fund Accounting at Putnam Investments. Bob Fleming, Cfp® holds Bachelor'S Degree, Business Administration, Management And Operations, 3.4 from Rensselaer Polytechnic Institute - The Lally School Of Management.

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Email format at Putnam Investments

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*@putnam.com
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AeroLeads found 2 current-domain work email signals for Bob Fleming, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Bob Fleming, Cfp®

Over 20 years managing a Legal and Investment Compliance Team at Putnam Investments. Proven track record managing and implementing compliance programs. Extensive knowledge of US and International regulatory regimes, ESG investing, compliance system implementations/conversions. Uses past experience in Fund Accounting and Personal Financial Planning to maximize efficiency within the Team that he oversees.

Current workplace

Bob Fleming, Cfp®'s current company

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Putnam Investments
Putnam Investments
Senior Manager, Investment Compliance Manager
boston, massachusetts, united states
Website
putnam.com
Employees
1730
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Company profile
View company profile Email format
2 roles

Bob Fleming, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Manager, Investment Compliance Manager

Current
Putnam Investments

Andover, Massachusetts

  • Manage day-to-day operations of Investment Compliance Department.
  • Extensive knowledge of the Investment Company Act of 1940, SEC and FINRA regulations, mutual fund operations
  • Primary contact for Investment Management compliance related questions and expertise
  • Respond to Investment Team inquiries to review potential trades versus the client’s investment contract
  • Establish and review compliance procedures for Putnam Fund Trustees, SEC, and outside audit firms
  • Interpret client/fund investment guidelines and accurately code to compliance system
Apr 2001 - Present

Supervisor, Fund Accounting

Putnam Investments
  • Supervised, trained, developed and evaluated a staff of thirteen portfolio accountants
  • Oversaw cash, position, market value and performance reconciliations on a daily basis for ~180 Institutional accounts.
  • Worked closely with Putnam’s quality assurance team to identify and resolve operational issues found within the daily workflow of the portfolio accounting system
Aug 1996 - Mar 2001
Team & coworkers

Colleagues at Putnam Investments

Other employees you can reach at putnam.com. View company contacts for 1730 employees →

TN Tien Nguyen Tien Nguyen Colleague at Putnam InvestmentsBoston, Massachusetts, United States, United States View → SG Stephanie Gabin Stephanie Gabin Colleague at Putnam InvestmentsLawrence, Massachusetts, United States, United States View → JB Jodelle Balestra Jodelle Balestra Colleague at Putnam InvestmentsNorth Easton, Massachusetts, United States, United States View → PM Paula Mckenna Paula Mckenna Colleague at Putnam InvestmentsNorth Andover, Massachusetts, United States, United States View → AT Ann Tobin Ann Tobin Colleague at Putnam InvestmentsFranklin, Massachusetts, United States, United States View → NM Nengi Miraa Nengi Miraa Colleague at Putnam InvestmentsBoston, Massachusetts, United States, United States View → MB Maya Barnard Maya Barnard Colleague at Putnam InvestmentsGreater Boston, United States View → GS Gintaras Subatis Gintaras Subatis Colleague at Putnam InvestmentsMassachusetts, United States, United States View → JP John Palmer John Palmer Colleague at Putnam InvestmentsWinnetka, Illinois, United States, United States View → JS John Seivart John Seivart Colleague at Putnam InvestmentsOakland, California, United States, United States View →
3 education records

Bob Fleming, Cfp® education

FAQ

Frequently asked questions about Bob Fleming, Cfp®

Quick answers generated from the profile data available on this page.

What company does Bob Fleming, Cfp® work for?

Bob Fleming, Cfp® works for Putnam Investments.

What is Bob Fleming, Cfp®'s role at Putnam Investments?

Bob Fleming, Cfp® is listed as Senior Manager, Investment Compliance Manager at Putnam Investments.

What is Bob Fleming, Cfp®'s email address?

AeroLeads has found 2 work email signals at @putnam.com for Bob Fleming, Cfp® at Putnam Investments.

Where is Bob Fleming, Cfp® based?

Bob Fleming, Cfp® is based in Melrose, Massachusetts, United States while working with Putnam Investments.

What companies has Bob Fleming, Cfp® worked for?

Bob Fleming, Cfp® has worked for Putnam Investments.

Who are Bob Fleming, Cfp®'s colleagues at Putnam Investments?

Bob Fleming, Cfp®'s colleagues at Putnam Investments include Tien Nguyen, Stephanie Gabin, Jodelle Balestra, Paula Mckenna, and Ann Tobin.

How can I contact Bob Fleming, Cfp®?

You can use AeroLeads to view verified contact signals for Bob Fleming, Cfp® at Putnam Investments, including work email, phone, and LinkedIn data when available.

What schools did Bob Fleming, Cfp® attend?

Bob Fleming, Cfp® holds Bachelor'S Degree, Business Administration, Management And Operations, 3.4 from Rensselaer Polytechnic Institute - The Lally School Of Management.

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