Todd Hart Email & Phone Number

Waltham, Massachusetts

Burlington, Massachusetts

I am part of a financial planning team, responsible for assisting the planner in on-boarding clients. I am also the point of contact for any operational requests such as withdrawal requests, transfers of assets and account deposits.

• Interact with Putnam’s plan participants over the phone by responding to questions and helping participants reach their retirement goals
• Support incoming calls from participants who are no longer employed by the plan sponsor to determine their distribution and/or stay-in-plan options
• Partner with Putnam’s Retirement Consultant team to assist with outgoing call efforts
• Lead correspondence team responsible for generating participant communications on an individual basis
• Participate in various individual and team-based projects to further improve participant knowledge and streamline operational procedures

• Served as liaison between shareholders and brokers and the firm to resolve service issues
• Communicated with financial advisors concerning new fund launches as well as updates to Putnam procedures
• Provided transactions requirements to both advisors and shareholders regarding correct Putnam procedures
• Built and maintained knowledge of Putnam’s products, services and requirements
• Accurately and efficiently process financial and clerical requests taken over the phone as well as via incoming mail
• Handle product, procedural and operational inquiries from shareholders, brokers and third parties

Windham, New Hampshire

• Attend and write about community events and local high school sports
• Taking pictures at local events for publishing in weekly news

• Served as liaison between the customer and firm to resolve service issues
• Transacted on clients accounts accurately and efficiently
• Communicated in depth information regarding funds and products

Salem, New Hampshire

• Generated and researched story ideas
• Interviewed various subjects for feature stories
• Wrote and edited general content, as well as entire sports section
• Photographed community and sports events

Bachelor'S Degree, Communication/Journalism

Associate'S Degree, Journalism