
Josh Putnam
Securities Analyst

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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 - 1985High School Rotary International exchange studentAktivitas 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 - 1985High School HIGH SCHOOL/SECONDARY DIPLOMAS AND CERTIFICATESAktivitas dan Kegiatan Sosial:French club, Knowledge Bowl team

Claremont McKenna College
1985 - 1989B.A., Magna Cum Laude International Relations & EconomicsAktivitas 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 2001Securities AnalystAnalysis 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 2000Financial AnalystProvide timely financial analysis to support CEO decision-making at rapidly-growing internet service provider.

Joshua Putnam Insurance Agency
Jan 2002 - Jan 2007OwnerGrew 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 2015City Council Member, Position 6After 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 - nowDrive 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 - nowLife Marketing Manager
Jan 2017 - Sept 2020Manager, Life Distribution Corporate Communications
Apr 2010 - Jan 2017Marketing Consultant / Writer
Jan 2008 - Apr 2010

City of Pacific, Washington
Jan 2019 - nowCity Council Member, Position 3After 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
FINRAJan 2002
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Washington State Office of the Insurance CommissionerJan 2001
FINRA Series 6
FINRAJan 2002
FINRA Series 26
FINRAJan 2010
Financial Services Certified Professional (FSCP®)
The American College of Financial ServicesSept 2015
Life Underwriter Training Council Fellow
NAIFAJan 2010
Volunteer Experience
Volunthero
Issued by Costumed Characters for Causes on Jan 2015
Associated with Josh PutnamPark Board Member
Issued by City of Pacific, Washington on Jan 2018
Associated with Josh PutnamPlanning Commissioner
Issued by City of Pacific, Washington on Jan 2005
Associated with Josh PutnamPark Board Member
Issued by City of Pacific, Washington on Jan 2005
Associated with Josh PutnamBoard Member
Issued by Vashon-Maury Island Community Council on Jan 1994
Associated with Josh PutnamMember of Parent Advisory Council
Issued by University of Washington Medical Center - Neonatal Intensive Care Unit on Jan 2002
Associated with Josh PutnamPhotography Instructor
Issued by Kent Mountain View Academy on Jan 2002
Associated with Josh Putnam
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