Cole Carpenter, Cfa Email & Phone Number

Remote First, US

Remote First, US

Remote First, US

Boston, Massachusetts, US

• Responsible for investment-process-related inquiries, such as RFPs, RFIs, and DDQs, for Putnam’s Institutional, Retail, and Investment-Only business lines with specific coverage responsibilities for Putnam’s Global.
• Work closely with Global Asset Allocation and 37 Capital product management teams to develop investment product message
• Deadline-oriented project management has emphasized the importance of building relationships with senior member across all business units of the firm and developing a deep institutional knowledge
• Management of approximately 40 cases per quarter covering 12 unique investment products
• Quarterly reporting updates for Putnam clients regarding performance, holdings, and material changes to Putnam’s business

New York, NY, US

• Member of an eight person client service team dedicated to the bank’s largest custody client
• Solely responsible for communicating and developing the relationship with our client’s external money manager division, a group of 70 independently managed pension funds
• Advisor on all custody related matters for the client’s growing private equity and debt holdings
• Responsible for understanding and supporting the client’s goals through the account opening, maintenance, and closure
• Cash and securities reconciliation support across all of our client’s accounts

New York, NY, US

• Mosaic Research Management ("Mosaic") is a New York City-based provider of technology, customized recruiting services, and proprietary data subscriptions to fund managers who value proprietary research.
• Mapped out each industry for a given investment target by identifying the key competitors, suppliers, and customers
• Recruited and sold industry experts and c-level executives of multibillion-dollar corporations on participating in equity research projects
• Supplied primary research for both passive and active investors managing between $1 billion and $45 billion

• Sunfish Beach In Charge, which entailed overseeing a fleet of 50 Sunfish and organizing the daily assignments of other Sailing counselors
• Supervised the safety concerns while in charge, leading to a summer without a single injury on the beach

• Plotted a two week trip through the Outer Banks that included stops in Norfolk, Manteo, and Ocracoke aboard a 72 foot schooner
• Taught a crew of ten high school students how to plot a course using a chart board, sailing maneuvers of a 40 ton vessel, and boat maintenance duties, while observing a Naval watch system

San Antonio, Texas, US

• Researched financial information and business practices of several potential clients daily and made recommendations on how to proceed, which led to several deals involving loans ranging in size from $500M to $10MM
• Calculated loan facility size using financial models in Excel
• Created a catalog of furniture items for the successful liquidation sale of a large manufacturer
• Conducted inventory checks at the warehouses of a paddle board company, a shoe designer, and a construction company

San Antonio, Texas, US

• Researched financial information and business practices of several potential clients daily and made recommendations on how to proceed, which led to several deals involving loans ranging in size from $500M to $10MM
• Calculated loan facility size using financial models in Excel
• Created a catalog of furniture items for the successful liquidation sale of a large manufacturer
• Conducted inventory checks at the warehouses of a paddle board company, a shoe designer, and a construction company

Raleigh, North Carolina, US

Sailing Instructor

Raleigh, North Carolina, US

Sailing Instructor

Economics Bachelor Of Science (B.S.), Economics

Education record

Education record