Josh Putnam

Josh Putnam

Securities Analyst

Followers of Josh Putnam551 followers
location of Josh PutnamPacific, Washington, Amerika Serikat

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  • Timeline

  • About me

    Marketing Account Manager - Farmers Creative Shop at Farmers Insurance Group of Companies

  • Education

    • St Joseph's ET High School, Valsad, So. Gujarat, India

      1984 - 1985
      High School Rotary International exchange student

      Aktivitas dan Kegiatan Sosial:Rotary International Youth Exchange study abroad with extensive travel and public speaking Exchange student through Rotary International.

    • Vashon Island High School

      1982 - 1985
      High School HIGH SCHOOL/SECONDARY DIPLOMAS AND CERTIFICATES

      Aktivitas dan Kegiatan Sosial:French club, Knowledge Bowl team

    • Claremont McKenna College

      1985 - 1989
      B.A., Magna Cum Laude International Relations & Economics

      Aktivitas dan Kegiatan Sosial:Phi Beta Kappa, Claremont Colleges Cycling Team

    • The American College

      2009 -
      LUTCF Life Insurance
  • Experience

    • I. S. Wolfe & Partners

      Jan 1990 - Jan 2001
      Securities Analyst

      Analysis of financial statements of publicly traded corporations for a private securities investment partnership. Started as junior analyst, progressed to senior analyst and daily trader. The partnership invested using a value-oriented analysis focusing on long-term earnings growth, using proprietary investment valuation models.Also wrote for investment newsletter, Solid Value, published by an affiliated company, and provided financial analysis for the general partner, Irving Wolfe, during the startup of Wolfenet.com/Wolfe Internet Access, LLC. Lihat lebih sedikit

    • Wolfe Internet

      Jan 1995 - Jan 2000
      Financial Analyst

      Provide timely financial analysis to support CEO decision-making at rapidly-growing internet service provider.

    • Joshua Putnam Insurance Agency

      Jan 2002 - Jan 2007
      Owner

      Grew a scratch multi-line insurance agency to consistent, profitable growth in customers, policies in force, and revenue. Sold and serviced Auto, Home, Life, and Business insurance for clients throughout King County and greater Western Washington. Managed agency producers and staff for effective customer service.

    • City of Pacific, Washington

      Jan 2008 - Jan 2015
      City Council Member, Position 6

      After two terms, I decided in 2015 not to run for reelection as a City Council Member for the City of Pacific, http://www.cityofpacific.com/, a small city in south King County and north Pierce County, Washington. My eight years on the Council saw the City through very troubled waters, culminating in a rare successful recall of an elected Mayor, but the City is now back on course, financially sound, and growing again. It seems an appropriate time to bring on new crew who can get up to speed in calmer waters to be ready for the next storm.NOTE: To ease public records compliance and preserve transparency, please use only my City of Pacific email address to contact me about City of Pacific issues: jputnam @ ci.pacific.wa.us Lihat lebih sedikit

    • Farmers Insurance Group of Companies

      Jan 2008 - now

      Drive consistent, coordinated, compelling communications about ongoing corporate strategies and initiatives to multiple audiences, both within the corporate organization and to field distribution leadership. Translate a variety of internal vocabularies and acronyms to clear messaging accessible to more-general audiences. Synthesize information flows from multiple departments and workstreams to produce a single, coherent corporate voice while maintaining technical accuracy and compliance. During a period of rapid company transformation, maintain employees' sense of continuity by positioning initiatives and restructurings in the context of the company's 100-year history of innovation. Lihat lebih sedikit

      • Account Manager - Farmers Creative Shop

        Sept 2020 - now
      • Life Marketing Manager

        Jan 2017 - Sept 2020
      • Manager, Life Distribution Corporate Communications

        Apr 2010 - Jan 2017
      • Marketing Consultant / Writer

        Jan 2008 - Apr 2010
    • City of Pacific, Washington

      Jan 2019 - now
      City Council Member, Position 3

      After a four year hiatus that went by much too fast, I'm once again honored to have been elected to serve the residents of Pacific, Washington as a member of our City Council. NOTE: To ease public records compliance and preserve transparency, please use only my City of Pacific email address to contact me about City of Pacific issues: jputnam @ ci.pacific.wa.us

  • Licenses & Certifications

    • FINRA Series 63

      FINRA
      Jan 2002
    • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities

      Washington State Office of the Insurance Commissioner
      Jan 2001
    • FINRA Series 6

      FINRA
      Jan 2002
    • FINRA Series 26

      FINRA
      Jan 2010
    • Financial Services Certified Professional (FSCP®)

      The American College of Financial Services
      Sept 2015
    • Life Underwriter Training Council Fellow

      NAIFA
      Jan 2010
  • Volunteer Experience

    • Volunthero

      Issued by Costumed Characters for Causes on Jan 2015
      Costumed Characters for CausesAssociated with Josh Putnam
    • Park Board Member

      Issued by City of Pacific, Washington on Jan 2018
      City of Pacific, WashingtonAssociated with Josh Putnam
    • Planning Commissioner

      Issued by City of Pacific, Washington on Jan 2005
      City of Pacific, WashingtonAssociated with Josh Putnam
    • Park Board Member

      Issued by City of Pacific, Washington on Jan 2005
      City of Pacific, WashingtonAssociated with Josh Putnam
    • Board Member

      Issued by Vashon-Maury Island Community Council on Jan 1994
      Vashon-Maury Island Community CouncilAssociated with Josh Putnam
    • Member of Parent Advisory Council

      Issued by University of Washington Medical Center - Neonatal Intensive Care Unit on Jan 2002
      University of Washington Medical Center - Neonatal Intensive Care UnitAssociated with Josh Putnam
    • Photography Instructor

      Issued by Kent Mountain View Academy on Jan 2002
      Kent Mountain View AcademyAssociated with Josh Putnam