Niko Cunha, Cepa®, Aams™ Email & Phone Number

Plaistow, New Hampshire, United States

Serving Long Term Investors | Tailored Solutions | Financial & Risk Assessment

Boston, Massachusetts, United States

As a Regional Consultant, I am responsible for Putnam mutual fund sales, developing new relationships and building on existing relationships with Broker Dealers and Registered Investment Advisors in Texas, Oklahoma, Kansas, Colorado, New Mexico, Arizona, Utah, Nevada and California.

Greater Boston Area

As a Senior Associate Advisor Consultant, I am responsible for Putnam mutual fund sales, developing new relationships and building on existing relationships with Broker/Dealers and Registered Investment Advisors in Los Angeles, Orange County, San Diego, Las Vegas and Hawaii.

Andover, Ma

As an Associate Advisor Consultant, I am responsible for Putnam mutual fund sales, developing new relationships and building on existing relationships with Broker/Dealers and Investment Firms in the Los Angeles area as well as Hawaii. I partner with a Senior Regional Advisor Consultant and use consultative selling to identify the best solution for advisors' clients. We analyze market events and communicate Putnam’s perspectives to aide clients' portfolio construction.

Andover, Ma

Listen, probe and analyze needs of financial advisors for opportunities to leverage Putnam's mutual fund products.

Andover Ma

Putnam Investments Andover, MACo-op to the Sales & Marketing Center - Create mutual fund hypothetical reports for over 40 Internal Wholesalers and 10 Dealer Marketing Service Representatives to be sent to financial advisors and used as sales tools showing past performance to promote future investments.- Prepare presentation and marketing materials for Regional Marketing Directors to increase the exposure, recognition, and understanding of Putnam’s retail mutual funds in their respective territories.- Complete various projects for all levels of management involving Salesforce, Microsoft Excel and Word on a daily basis.

Greater Boston Area

- Assist the head equipment manager with on and off ice responsibilites on both game and practice days.- Keeping player's extra equipment, sticks and jerseys organized in inventory. - Sharpening skates, repairing broken or ripped equipment and washing both equipment and jerseys. - Packing up player's bags, extra sticks, skate sharpeners, glove dryers, tools, tape and other accessories and jerseys for away games. - Setting up lockers on game days and providing any assistance to players when needed.

Westborough Massachusetts

- Submit shopping carts using SAP to replenish both Canadian and United States warehouse inventory.- Reconcile invoices and create goods confirmations in order for accounts payable to pay invoices. - Run, analyze, organize and update both weekly and monthly reports to reconcile projects. - Worked on a team for a lage project involved with unifying the process for creating over 4,000 individual parts and organizing the collected data for uploading. Worked with numerous vendors and attended weekly meetings in order to do so. - Organized a system of creating commercial invoices in order for international shipments to get through customs properly and in a timely manner. Created close to 200 individual commercial invoice templates.

Bachelor Of Business Administration (Bba), Business Administration

Activities and Societies: President of the Club Roller Hockey Team- Candidate for Bachelor of Science Degree in Business Administration..

High School Diploma, General Business And Engineering, 9-12

Activities and Societies: Soccer, Hockey, Lacrosse and DECA- Courses: Computer Applications Course (Microsoft Office), Business Management.