Raymond Davidian

Experience

• 

  Putnam Investments

  Nov 1993 - Dec 2023

  Negotiate, manage, and monitor compliance for sales and marketing support agreements with external distributors, as well as transfer agent agreements, for Putnam’s retail mutual funds, insurance products, ETFs, and model SMA's. Ensure compliance with internal procedures and accurate reporting for marketing support payments. Provided ongoing analysis and recommendations regarding product pricing and policy and prepared recommendations in these areas to be considered for future implementation. Prepared senior management for business meetings with fund corporate trustees and other internal and external meetings. Acted as a liaison between the transfer agency, marketing, and the legal department on key initiatives. Contributed to the development and growth of Putnam’s sales reporting team. Provided sales and trend data for key relationships and Putnam and helped build standardized sales reporting. Met regularly with senior management in sales, marketing, and relationship management to ensure that all reporting needs were fulfilled. Managed groups responsible for ensuring inbound calls were answered in a timely manner, financial and non-financial processing transactions were completed on a nightly basis, and the adjustments department. Also prepared a monthly operations report that went to senior management. Responsible for ensuring all retirement processing transactions got processed correctly and at the end of each day’s close. Worked in various customer service roles responding to shareholder requests, including support of high net worth clients within institutional support services.

  • Manager, Retail Contracts

    Aug 2007 - Dec 2023

  • Senior Business Analyst

    Oct 2002 - Aug 2007

  • Manager, Putnam Retail Management

    Oct 1999 - Oct 2002

  • Operations Manager

    Sept 1996 - Sept 1999

  • Retirement Plan Processing Supervisor

    Dec 1995 - Sept 1996

  • Customer Service Representative

    Nov 1993 - Dec 1995
• 

  Harvard University

  Jan 2024 - now

  Contracts Manager

  Lead contract negotiations, strategic sourcing, supply chain management and other vendor engagement issues.