Joe Phoenix - Immersion

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Joe Phoenix

Head of International Business
Putnam Investments
Chicago, Boston, and London

(The majority of the coaching with Joe occurred while he was in Chicago.)


Putnam provides investment services across a range of equity, fixed income, absolute return, and alternative strategies. A global asset manager serving individuals, institutions, and retirement plan sponsors, Putnam distributes its services largely through intermediaries via offices and strategic alliances in North America, Europe, and Asia.

Putnam Investments° is the registered trademark of the Putnam Investments Limited Liability Company, Boston Massachusetts.
Finding Opportunity in A Period of Uncertainty

Like many investment companies in the past 5 years, Putnam has made a number of evolving internal changes to reestablish its position in the market place. With increasing external uncertainty and stepwise expectations for the performance of my sales group, I found myself in a defensive and reactive mode. Gary helped me review recent events, shift from a reactive to a proactive model, and consider more effective ways to influence senior management and my direct reports during a very fluid period. With Gary’s help, I successfully positioned myself for an emerging international assignment within Putnam with broader accountabilities that I would not have previously considered. Gary’s coaching was invaluable to me as I managed these multiple transitions. 

###   2006   ###

After the coaching was completed in the US, Joe relocated to Europe and eventually advanced to become the Head of Global Institutional Management for Putnam Investments- institutional, retail and sub-advisory businesses in the US, EMEA and Asia.

Wiznami Corp. is an a senior executive coaching service based in Naples, Florida.