FLP
Daniel DePetro is a portfolio analyst at F.L. Putnam Investment Management Company since November 2021, bringing a strong background in investment consulting from Merrill Edge, where roles included Investment Consultant II, Investment Specialist, and Financial Services Representative from September 2019 to November 2021. Earlier experience includes management positions at Fire and Water and DAC CAESAR LLC, responsible for operations, employee training, customer satisfaction, and crisis management. Daniel served as a URI 101 Mentor at the University of Rhode Island's College of Business Administration, focusing on improving retention rates and supporting new students from September 2016 to November 2018. Educational qualifications include a Bachelor's degree in Finance from the University of Rhode Island and a high school diploma from East Greenwich High School.
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FLP
F.L.Putnam Investment Management Company provides a comprehensive range of investment advisory, investment management, and financial planning services to a nationally diversified clientele that includes endowments and foundations, as well as individual...