Bob McDermott

Experience

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  Putnam Investments

  May 1995 - Apr 2011

  Responsible for the distribution of Putnam's investment solutions to clients in all retail channels and RIA's in the New England Territory. Producer and manager of a team of 8 sales professionals responsible for Sub-Advisory and Investment Only business development through insurance distribution partners. Additional responsibilites also included various national speaking engagements, and traveling with & training of new wholesalers. External Retail Mutual Fund Wholesaler responsible for distribution of Mutual Funds, SMAs, Variable Annuities and 529 Plans to Financial Advisors. Internal Retail Mutual Fund Wholesaler

  • Senior Vice President, Senior Regional Marketing Director

    Apr 2006 - Apr 2011

  • Senior Vice President, Marketing Director, Investment Only Sales

    Aug 2003 - Apr 2006

  • Vice President, Regional Marketing Director

    Sept 1998 - Aug 2003

  • Senior Regional Marketing Associate

    Mar 1996 - Sept 1998

  • Dealer Marketing Representative

    May 1995 - Mar 1996
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  Orinda Asset Management

  Apr 2011 - Jan 2013

  Principal, Capital Markets Group

  Partner at a start-up asset management firm focused on bringing experienced hedge fund managers to retail financial intermediaries through multi-managed '40 Act funds.

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  F-Squared Investment Advisors

  Jan 2013 - Sept 2015

  Head Of Relationship Management

  Member of the Global Distribution Management Team. Lead a team of Relationship Management and Sales professionals and was responsible for National Key-Account Management, Platform Sales and Global Client Service. Bob and his team had responsibility for more than 150 RIA, Broker Dealer, & Sub-Advisory clients representing over $20B in assets and more than $75M in annual revenue.

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  The Company Theatre for the Arts

  Jan 2015 - Dec 2019

  Trustee, Board of Directors, Non-Profit Organization

  The Company Theatre entertains and energizes audiences with high quality productions; and through the Academy, it inspires students of all ages through the power of the performing arts.Each year, thousands of theatre-goers across Southeastern Massachusetts are dazzled by the excellence of the shows staged by the award-winning Company Theatre.As a non-profit entity, The Company Theatre is committed to:-Entertaining with accessible, high-quality theatre at affordable prices…-Educating students of diverse cultural and financial backgrounds in all aspects of the performing and visual arts through an apprenticeship program and the Academy of the Company Theatre…-And Enriching the cultural scene by giving people of all social and ethnic origins the opportunity to experience and participate in new and established theatrical works. Show less

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  InspereX

  Feb 2016 - now

  Managing Director, National Sales Manager | Market Linked Products

  Responsible for leading the InspereX wholesalers in distribution of structured investments to financial professionals.