| Name | Title | Contact Details |
|---|---|---|
Edgard Negron |
Vice President Marketing | Profile |
Scott Stoddard |
VP, National Default Sales | Profile |
Lora Helt |
Vice President, Head of Sales, Marketing and Client Relationship Management | Profile |
Thomas Vaughn |
VP, National Sales | Profile |
Brett Parker |
VP of Origination Solution Sales | Profile |
Putnam Investments is a global money management firm with 75 years of investment experience. Our broad range of investment products includes advisor-sold mutual funds; 401(k)s, IRAs, and other retirement plans; variable annuities; and institutional portfolios. Putnam 529 for America is sponsored by the State of Nevada, acting through the Trustees of the College Savings Plans of Nevada and the Nevada College Savings Trust Fund. Anyone may invest in the plan and use the proceeds to attend school in any state. Before investing, consider whether your state`s plan or that of your beneficiary offers state tax and other benefits not available through Putnam 529 for America. If you withdraw money for something other than qualified higher education expenses, you will owe federal income tax and may face a 10% federal tax penalty on earnings. Consult your tax advisor. Putnam Retail Management, principal underwriter and distributor. Putnam Investment Management, investment manager.
Robert Moses, CFP is a Toronto, ON-based company in the Financial Services sector.
Sweatman Insur. & Retirement Services is a Winnipeg, MB-based company in the Financial Services sector.
TD Waterhouse Investment Advice - John Green is a Mississauga, ON-based company in the Financial Services sector.
KARP Financial Strategies is a Fort Lauderdale, FL-based company in the Financial Services sector.