Meet Renee Putman

National Accounts Senior Data Analyst

Title:
National Accounts Senior Data Analyst
Team:
Distribution & Advisor Services, National Accounts
Experience at CCMG:
7 Years
Industry Experience:
23 Years

Renee Putman is the National Accounts Senior Data Analyst for Clark Capital Management Group. Renee’s duties include responding to requests for investment proposals and maintaining due diligence documents to support Clark Capital’s separate account and mutual fund business. In this role, she is responsible for compiling and maintaining firm and portfolio data used in processing requests as well as ensuring that firm-wide data is accurately maintained in third party consultant and institutional databases.

Renee joined Clark Capital in 2017 bringing more than 15 years of experience in the financial services industry, having worked in similar capacities at Perella Weinberg Partners, Marsico Funds and Janus Funds. She earned a B.A. from the University of North Texas and an M.A. from the University of Northern Colorado.

A Subject You're an Expert In
I am a certified CrossFit, olympic weightlifting, and powerlifting coach.
Hobbies and Passions
I recently started teaching myself how to play the ukelele.
Hidden Talents
Prior to starting my career in the financial services industry, I was a high school art teacher and owned a pottery studio

Insights by Renee

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