Stephen Putnam

Stephen Putnam possesses extensive experience in business development and financial services, currently serving as a Manager, Account Executive, and Business Development Manager at Preqin since March 2022. Previously, Stephen held the position of Assistant Vice President, Business Development at Bank of America Private Bank from March 2018 to February 2022, focusing on research and data concerning high-net-worth individuals in the DCMV market. Prior roles include Portfolio Management Officer and Commercial Credit Analyst at Bank of America Merrill Lynch, managing credit portfolios and underwriting for middle-market companies. Stephen began their career as a Finance Intern at VCE and holds a Bachelor's degree in Finance from the University of Maryland, complemented by coursework from Harvard Business School Online.