Caroline Richards

Caroline Richards Email and Phone Number

Plymouth, MA, US
Caroline Richards's Location
Plymouth, Massachusetts, United States, United States
About Caroline Richards

As a finance major at Fairfield University, I have had both classroom and hands-on experience. At F.L. Putnam Investment Management Company, I supported private client portfolios by conducting mutual fund analysis and optimizing investment strategies, presenting my recommendations directly to advisors. I also assist trades and attended asset allocation meetings, deepening my understanding of portfolio management.In addition, my involvement with Fairfield’s Student Managed Investment Fund (SMIF) has allowed me to specialize in the Industrials sector. I lead comprehensive industry analysis , conduct in-depth stock research where we present investment recommendations to a panel of other analysts. We actively manage a $400,000 portfolio of equities, bonds, ETFs, and mutual funds. This experience has sharpened my skills in identifying market trends, evaluating company performance, and presenting investment recommendations to a panel of peers and advisors.Looking forward to applying my expertise in finance and investments to future opportunities, I aim to continue growing in asset management roles and driving value for both clients and organizations.

Caroline Richards's Current Company Details
F.L.Putnam Investment Management Company

F.L.Putnam Investment Management Company

View
Portfolio Analyst
Plymouth, MA, US
Website:
flputnam.com
Employees:
133
Caroline Richards Work Experience Details
  • F.L.Putnam Investment Management Company
    Portfolio Analyst
    F.L.Putnam Investment Management Company
    Plymouth, Ma, Us
  • Fairfield Student Managed Investment Fund
    Analyst
    Fairfield Student Managed Investment Fund Sep 2024 - Present
    Fairfield University
    • Actively manage a real-money portfolio of over $450,000 in stocks, bonds, and ETFs• Present sector evaluations, pitch stocks, and analyze weekly market updates to optimize returns and diversify portfolio
  • Fairfield Dolan - Fairfield University Charles F. Dolan School Of Business
    Deans Suite Associate
    Fairfield Dolan - Fairfield University Charles F. Dolan School Of Business Sep 2021 - Present
    Fairfield, Connecticut, United States
    In the Dolan School of Business at Fairfield University, I assist deans and professors with organizing Excel spreadsheets and bookkeeping duties such as scheduling meetings and event dates. I also support students with academic inquiries and direct them to appropriate sources. Also, I facilitate communication between deans and professors in a professional and timely manner.
  • F.L.Putnam Investment Management Company
    Investment Strategy Intern
    F.L.Putnam Investment Management Company Jun 2024 - Aug 2024
    Providence, Rhode Island, United States
  • Abi Global Health
    Finance Intern
    Abi Global Health Feb 2024 - May 2024
    Barcelona, Catalonia, Spain
    • Reconciling bank statements and other financial accounts• Organizing and maintaining financial documents while investigating creative opportunities to maximize profits• Supporting ongoing projects by performing financial tasks by creating and updating manuals, guides, and procedures
  • Cabbyshack
    Food Server
    Cabbyshack May 2017 - Sep 2023
    Plymouth, Massachusetts, United States
    I accommodate guests with food and beverage requests in a fast-paced, high-volume environment. Meanwhile, I assist other employees with tasks outside of designated requirements. I also communicate and collaborate in a precise manner the needs of staff to managers.
  • Shp Financial
    Finance Intern
    Shp Financial May 2023 - Aug 2023
    Plymouth, Massachusetts, United States
    - Worked alongside the Advisory Solutions team where I crafted and analyzed client's portfolio reports to evaluate performance.- Established diverse portfolios within Riskalyze, tailored to varying levels of risk tolerance.- Attended meetings such as annual reviews, life insurance sales, annuity sales and performance reviews where I learned vital client facing communication skills.

Caroline Richards Education Details

Frequently Asked Questions about Caroline Richards

What company does Caroline Richards work for?

Caroline Richards works for F.l.putnam Investment Management Company

What is Caroline Richards's role at the current company?

Caroline Richards's current role is Portfolio Analyst.

What schools did Caroline Richards attend?

Caroline Richards attended Fairfield University, Plymouth North High School.

Who are Caroline Richards's colleagues?

Caroline Richards's colleagues are Taylor Volz, Fpqp®, Benjamin O'connor, Nicole Tsafos, Patrick Mills, Caroline Lumnah, Kristen Madden, Nicholas Bozek.

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