Sean C Healy, Cfa Email & Phone Number

Boston, Ma, Us

Boston, Ma

• Client Relationship Management: Established and maintained relationships with portfolio managers, investment analysts, c-level executives, and investment strategists at financial institutions, representing and winning client business across a full line up of asset management capabilities including Equity, Fixed Income (taxable and tax-free), multi-asset, liquid alternatives, and hedge funds• Investment Analysis: Researched investment strategies across all asset classes with a focus on team, process, philosophy, investment performance, holdings, and attribution, using Morningstar Direct, among other investment analysis tools• Investment Vehicles: Represented investment capabilities in Mutual Funds, ETFs, Separately Managed Accounts, and UCITs• Enterprise Sales: Increased Putnam Assets Under Management through communication and collaboration with clients throughout the firms I cover, including manager research analysts, portfolio managers, C-level executives, and other home office based individuals• Strategic Business Planning: Worked with Product Management teams to help develop new go-to market strategies, helped to develop the investment strategies, as well as the strategy and timeline for integration and adoption by clients • Corporate Communication: Collaborated with internal stakeholders across business units at Putnam and at client firms (Investments, Operations, Trading, Compliance/Legal, IT, Senior Management) to facilitate a deeply connected relationship between Putnam and its clients• Public Speaking/Presentations: Delivered presentations to clients both on-site and over zoom to review asset management strategies and earn recommended status and allocations to firm investment models• Business Travel: Traveled extensively across the US to educate clients about Putnam investment strategies and develop client relationships• Awards: Leadership Council - Relationship Manager of the Year in 2021

Boston, Ma

• Increased Putnam Assets Under Management at major Broker-Dealer firms, with similar responsibilities to Senior Strategic RM, but with some time spent as supporting role providing investment analysis for Senior team members

Andover, Ma

• Internal wholesaler for Putnam Retail Management, working in partnership with two external wholesalers based in Pacific Northwest, focused on investment analysis, and building client relationships

• Fielded inbound phone calls from Financial Advisers• Administrative work for wholesalers in the field.• Performed this role during the 2008-2009 Financial Crisis, a challenging time, but incredible learning experience for a first job in the industry

Cape Cod, Ma

• Umpired games in the prestigious Cape Cod Baseball League • Weekends during the Summer

Rochester, Mn

• Made high profile decisions under pressure• Traveled extensively, among 14 cities across five US states and Canada• Officiated games for elite-level baseball players many of whom went on to play Major League Baseball

Sociology

Activities and Societies: Residential Assistant

Mba, Finance

Activities and Societies: - Global Travel Seminar - London Financial Markets - March 2011- Completed the full core MBA curriculem.