Caroline Edwards

Caroline Edwards, CFA has over 15 years of work experience in the financial industry. Caroline began their career in 2004 as a Research Assistant at Susquehanna International Group. In 2005, they moved to Wachovia Securities where they worked as a Sr Research Assistant for a year. In 2006, they joined FTN Midwest Securities as a Research Associate. Caroline'sroles in these positions involved conducting research and analysis in the investment field.

In 2008, Caroline joined Putnam Investments as an Investment Director, specializing in equities. Caroline was responsible for product messaging, new product development, and marketing support across Putnam Global Distribution. Additionally, they managed the Equity Investment Strategies group, leading a team of 6 members. In 2014, they were promoted to the role of Senior Investment Director, further solidifying their expertise in the equity market.

Throughout their career, Caroline has consistently demonstrated their knowledge and skills in the finance industry, specifically in equity investments. Caroline'sextensive experience and leadership make their a valuable asset to any financial institution.

Caroline Edwards, CFA, holds an MBA in Investments and Securities from the D'Amore-McKim School of Business at Northeastern University, which they completed from 2002 to 2004. Caroline also obtained a Bachelor of Science degree in Chemistry from Boston College, where they studied from 1997 to 2001. In addition to their academic accomplishments, Caroline has obtained various certifications, including the Series 65 from FINRA in 2018 and the Series 24 from FINRA in 2014. Caroline is also a certified CFA, with their certification obtained from the CFA Institute. Furthermore, Caroline holds certifications in Series 63 and Series 7 from FINRA.