State Street
Industry: Financial services company
DescriptionState Street Corporation is an American financial services and bank holding company headquartered at One Lincoln Street in Boston with operations worldwide. It is the 2nd United States bank on the list of oldest banks in continuous operation; its predecessor, Union Bank, was founded in 1792. Headquarters: Boston, Massachusetts, United States Assets under management: 2.782 trillion USD (2017) Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
State Street List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at State Street. You can filter them based on skills, years of employment, job, education, department, and prior employment.
State Street Salaries. You can even request information on how much does State Street pay if you want to. Learn about salaries, pros and cons of working for State Street directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
14,131 State Street employees in database. Find out everything there's to know about State Street employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
State Street Employees
State Street June 2015 - Present
Mildred F. Sawyer Library October 2012 - May 2015
Cambridge Systematics June 2013 - June 2014
Shelter Harbor Golf Club May 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, PowerPoint, Teamwork, Economics, Research, Time Management, English, Accounting, International Relations, Organization, Writing, Data Entry, General Ledger, Accounts Payable
Education
Suffolk University 2011 — 2015
BSBA, Global Business/Accounting
City University of Hong Kong
Study Abroad
State Street June 2013 - Present
Tradeweb July 2011 - June 2013
Fidessa July 2010 - July 2011
Fidessa June 2006 - July 2010
RTR Technologies, LLC October 2004 - June 2006
Education
City University of New York-College of Staten Island 2001 — 2004
Bachelor of Science (BS), Computer Science
J.P. Morgan July 2014 - Present
Third Avenue Management February 2014 - June 2014
State Street January 2013 - May 2013
SkyBridge Capital January 2012 - February 2012
Education
Stonehill College 2009 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Finance
Stonehill College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Charles University in Prague 2012 — 2012
Economics
Chaminade High School 2005 — 2009
(Freelance) January 2001 - Present
Boku, Inc. May 2014 - June 2015
Boku, Inc. November 2013 - June 2015
Google April 2012 - September 2012
Campbell Soup Company April 2010 - December 2010
(Freelance) April 2003 - December 2010
Lash Group June 2008 - May 2009
State Street Bank June 2007 - February 2008
State Street June 2007 - February 2008
UC Davis ~ Institute Of Governmental Affairs (IGA) June 2006 - September 2006
Skills
Troubleshooting, CSS, Linux, Hardware Installation, Technical Support, Networking, Python, Software installation, JavaScript, jQuery, Desktop Troubleshooting, Computer hardware..., Computer Repair, Active Directory, MySQL, IT Specialist, Remote Access, Windows, Photoshop, Microsoft Office, Computer Hardware, Ubuntu, Troubleshooting hardware, Ubuntu Server 12.04, Shell Scripting, Matlab, Installation, STATA, Hardware Diagnostics, Acronis, RMA, Router Configuration, Software Configuration..., Adobe Creative Suite, Lightroom, Vim
Education
Free Code Camp 2015 — 2015
Full Stack Web Development, Computer Software Engineering
University of California, Davis 2004 — 2006
Bachelor's, Economics, Geography/Geographic Information Systems
City College Of San Francisco 2009 — 2010
classes in Java, Ruby, Perl, Discrete Math, and Physics (Classical Mechanics and Electromagnetism)
City College of San Francisco 2001 — 2004
transfer requirements for UC Davis
Middlebury College September 2011 - May 2015
ERM: Environmental Resources Management June 2014 - August 2014
Activision June 2013 - August 2013
State Street June 2012 - July 2012
Skills
Python, HTML, Microsoft Excel, Microsoft Office, iMovie, Communication
Education
Middlebury College 2011 — 2015
Bachelor of Arts (B.A.), Environmental Economics
Charles University in Prague 2013 — 2013
Economics
Wayland High School 2007 — 2011
Capital Group April 2015 - Present
Robert Half and Accountemps June 2014 - March 2015
State Street February 2013 - April 2014
State Street July 2011 - February 2013
Skills
Fund Accounting, Fund Administration, Bloomberg, Corporate Actions, Mutual Funds, Bloomberg Terminal, NAV, Fund Of Funds, Fixed Income, Securities, Global Custody, Microsoft Excel, Accounting
Education
Centenary College of Louisiana 2005 — 2009
BS, Finance and Business
LSMSA 2003 — 2005
Large Financial Services Company February 2015 - Present
Bank of America May 2013 - September 2014
Bank of America October 2006 - May 2013
State Street February 2004 - October 2006
Skills
Office 2010, Accounting, Multi-state Payroll..., Data Analysis, Vendor Management, Forecasting, Systems Integration, SharePoint, BMC Remedy, Databases, Microsoft Excel, Microsoft Office, Microsoft Word, Integration, Unix
Education
Chattahoochee Technical College
Associate of Science (A.S.), Information Systems, 3.5
Florida State College at Jacksonville
Associate of Arts (AA), Accounting and Finance, 3.5
Jones College-Jacksonville
Bachelor of Science (BS), Business Administration and Management, General, 3.9
Central Christian College of the Bible April 2014 - Present
State Street May 2013 - April 2014
State Street January 2013 - May 2013
Parkview Christian Church July 2007 - January 2012
Northside Christian Church August 2003 - July 2007
Skills
Accounting, Financial Analysis, Investments, Microsoft Office, Office Management, Budgets, Data Entry, Financial Reporting, Time Management, Auditing, Outlook, Management, Project Management, Financial Statements
Education
University of Missouri-Kansas City 2013 — 2016
Master of Science in Accounting (MSA), Taxation
Missouri Western State University 2012 — 2013
BSBA - Accounting, 3.94 GPA, Summa Cum Laude
Central Christian College of the Bible 1996 — 2000
Bachelor of Science (B.S.), Christian Ministry
State Street July 2007 - June 2014
Investors Bank & Trust March 2003 - June 2007
Barclays Global Investors/BlackRock January 1999 - February 2003
Barclays Global Investors/BlackRock July 1995 - December 1998
Wells Fargo Investment Advisors January 1989 - June 1995
Lockheed Martin June 1984 - December 1988
Skills
Software Development, Visual Studio, Visual Basic, VB.NET, Windows, Microsoft Office, SDLC, Databases, Microsoft SQL Server, Testing, SQL, ASP.NET, Crystal Reports, SWIFT messaging, Trading, Financial Applications, XML, TSO/ISPF, IMS DB/DC, DTC, BMP, NDM, JCL, CA7, COBOL, COBOLII
Education
San Francisco State University
Bachelor's Degree, Computer Science
City College of San Francisco
Associate's Degree, Computer and Information Science
State Street August 2011 - Present
RSM McGladrey October 2000 - October 2011
Edward Isaacs and Company March 1997 - October 2000
ASAP Computer Maintenance September 1995 - March 1997
Skills
Risk Management, Sarbanes-Oxley Act, IT Audit, Sarbanes-Oxley, CISA, Enterprise Risk..., Accounting, Internal Audit, ISO 27001, Financial Analysis, Financial Risk, Financial Accounting, Financial Reporting, Security, Management, Auditing, Information Security, Business Continuity, CISSP, Management Consulting, Governance, SAS70, Internal Controls, Risk Assessment, Information Security..., COBIT, PCI DSS, Business Process..., Information Technology, IT Strategy, Operational Risk...
Education
Queensborough Community College 1990 — 1994
Computer Engineering and Technology
FINRA General Securities Representative Examination
Series 7, Series 63
Charter Oak State College
Business Administration
National Bank Financial - Wealth Management August 2012 - August 2014
AIESEC Canada 2011 - 2012
State Street May 2011 - August 2011
Standard Life May 2010 - August 2010
National Bank Financial - Wealth Management September 2009 - April 2010
Skills
Mutual Funds, Derivatives, Financial Reporting, Securities, Accounting, Finance, Banking, Microsoft Office, Analytical Skills, Problem Solving, Works well in a team, Leadership, Teamwork
Education
Université de Montréal 2014 — 2017
Bachelor of Laws (LL.B.)
McGill University 2013 — 2014
Comprehensive Project Management Course
John Molson School of Business (Concordia University) 2008 — 2012
Bachelor of Commerce (BCom), Finance - Member of Institute for Co-operative Education
CEGEP - John Abbott College 2006 — 2008
Diplôme d'Études Collégiales, Commerce (Social Science), Academic Honour Roll Distinction
State Street June 2015 - Present
The Hanover Insurance Group June 2014 - August 2014
College of the Holy Cross May 2012 - May 2014
USEPA August 2013 - November 2013
Skills
Teamwork, Critical Thinking, Analysis, Public Speaking, Writing, Quantitative Research, Qualitative Research, Microsoft Excel, Microsoft Word, Visio, Customer Service, Civil Litigation, Environmental Awareness, Federal Government, Local Government, State Government, Data Analysis, Creative Problem Solving, Sales
Education
College of the Holy Cross 2011 — 2015
Bachelor's degree, Mathematics, Political Science, Magna Cum Laude, Phi Beta Kappa
Choate Rosemary Hall 2008 — 2011
State Street Bank April 2013 - Present
State Street April 2011 - April 2013
Skills
Account Reconciliation, Microsoft Excel, Fund Administration, Hedge Funds, Alternative Investments, Sarbanes-Oxley Act, Financial Analysis, Fund Accounting, Access, Financial Reporting, Outlook, Accounting, US GAAP, Financial Accounting
Education
Hunter College
Bachelor's degree, Accounting
Beveridge Family Foundation November 2009 - Present
ARGUS Software February 2013 - October 2015
ARGUS Software 2011 - February 2013
State Street February 2010 - June 2011
W.S.C. Inc. March 2009 - February 2010
Colliers International January 2008 - March 2009
Landmark Real Estate Advisors 2009 - 2009
CB Richard Ellis January 2003 - December 2007
CBRE / Torto Wheaton Research February 1998 - January 2003
Torto Wheaton Research/CB Richard Ellis 1998 - 2002
Skills
Real Estate Economics, Politics, Analysis, Real Estate, Asset Managment, Asset Management, Business Development, Strategy, Leases, Budgets, Business Strategy, Management, Investments, Leadership, Market Research, Commercial Real Estate, New Business Development, Strategic Planning, Location Intelligence, Marketing, Market Analysis, Corporate Real Estate, Contract Negotiation, CRM, Negotiation, Analytics, E-commerce, Forecasting, Program Management, Integrated Marketing, Project Planning, Integration, Sales Operations, Sales
Education
Tufts University 1984 — 1988
BS, Electrical Engineering
Choate Rosemary Hall 1982 — 1984
State Street September 2008 - Present
Bank of New York Mellon March 2004 - September 2008
McKinsey & Company January 1996 - March 2004
Price Waterhouse Coopers 1994 - 1996
Skills
Investments, Equities, Financial Modeling, Mergers & Acquisitions, Private Equity, Valuation, Derivatives, Strategy, Capital Markets, Due Diligence, Financial Services, Management Consulting, Risk Management, Hedge Funds, Alternative Investments, Business Strategy
Education
Carnegie Mellon University - Tepper School of Business 1992 — 1994
MBA, Finance
Delhi College of Engineering 1988 — 1992
BS Engineering, Electrical and Electronics Engineering
State Street August 2014 - Present
MYD Market January 2010 - April 2014
Utendahl Capital Partners January 2007 - February 2010
Utendahl Capital Partners June 2001 - January 2007
Skills
Bloomberg, Equities, Fixed Income, Options, Securities, Bonds, Finance, Settlement, Alternative Investments, Spanish, Microsoft Excel, Back Office, PowerPoint, FINRA, Investment Banking, Outlook, Microsoft Word, Trading, Windows, Internet Explorer, Corporate Actions, Capital Markets, RFP, RFI, Oasys, Series 99, KYC, Derivatives, Hedge Funds, Management
Education
City University of New York-Herbert H. Lehman College
B.B.A, Finance
EY August 2015 - Present
State Street August 2012 - January 2015
State Street Corporation November 2010 - July 2012
State Street Corporation July 2008 - December 2010
Mid-Atlantic Financial Services May 2007 - June 2008
Skills
Mutual Funds, Financial Services, Fund Accounting, Corporate Actions, Investment Management, Bloomberg, Fixed Income, Securities, Equities, Derivatives, FX Options, Investments, Account Reconciliation, Financial Analysis, Financial Reporting, Accounting, Asset Managment, Business Analysis, Project Management
Education
Clark Atlanta University 2002 — 2006
Dual, Marketing, and Supply Chain Management
Milton High School 1998 — 2002
Milton High School
State Street February 2012 - June 2014
Sri Lanka Unites June 2012 - November 2013
Sri Lankans Without Borders January 2011 - July 2013
State Street April 2010 - February 2012
The Mosaic Institute - Member of the Young Canadians Peace Dialogue February 2010 - March 2011
Hearts for Harmony January 2009 - December 2009
Laurentian Bank December 2005 - September 2006
Sinhala Youth Association of Canada April 2004 - April 2006
Ribbons for Rescure April 2004 - March 2006
CIBC May 1999 - June 2002
Skills
Leadership, Teamwork, Management, Timely Decision Making, Quality Control, Time Management, Strategy, Fundraising, Networking, Project Management, Outstanding..., Problem Solving, Training, Process Improvement, Entrepreneurship, Social Networking, Analysis, Customer Service, Microsoft Office, Access, Team Leadership, Business Analysis, Flexibility, Quality Assurance, Research, Committed to personal..., Specialized ..., Strong problem solving..., Financial Services, Financial Analysis, Sales, Strong team player;..., Excellent time..., Excellent analytical..., Demonstrated, acute..., Self-motivated,..., Social Media, Strategic Planning, Data Analysis, Bloomberg
Education
Centennial College 2001 — 2004
Associate's degree, Computer Technology/Computer Systems Technology
Jean Vanier Secondary School 1996 — 2001
S. Thomas' College Mount Lavinia 1988 — 1996
State Street December 2014 - Present
State Street November 2013 - November 2014
Skills
Accounting, Accounts Payable, QuickBooks, Microsoft Office, English, Financial Statements, vba macro programming, Chinese, Microsoft SQL Server, Python, HTML
Education
Central Connecticut State University 2012 — 2013
B.S., Accounting, GPA 3.56 Dean’s list 2013
Asnuntuck Community College 2011 — 2012
Accounting Assistant Certificate, GPA3.8 Dean’s list 2012, 2011
State Street May 2012 - Present
Washington State University August 2011 - May 2012
Statistic Bureau August 2009 - August 2010
Motorola (China) Electronics Ltd July 2008 - April 2009
Shanghai BoLv Co. Ltd July 2006 - August 2006
Skills
Certified Scrum Master..., Foreign Exchange, Financial Analysis, Oracle SQL Developer, VBA, Financial Risk, Crystal Reports, microsoft visio, Accounting, Microsoft Excel, Cucumber, Agile Project Management
Education
Washington State University 2010 — 2012
Master, Accounting
Peking University 2007 — 2009
Master, Software Engineering
China University of Political Science and Law 2003 — 2007
Bachelor, Economics
State Street August 2010 - Present
State Street February 2009 - August 2010
State Street June 2002 - January 2009
State Street January 2001 - May 2002
Skills
Bloomberg, Reuters 3000, Valuation, Investment Valuation, Equities, Private Equity, Bonds, Derivatives, Equity Derivatives, Management, Project Management, Microsoft Excel, Access, Fair Market Value, Internal Audit, External Audit, Internal Controls, Internal Control..., NAV, Fixed Income, Mutual Funds, Hedge Funds, Investments, Financial Analysis, Securities, Analysis, Financial Services, Swaps, Options, Currency, Financial Risk, Accounting, Team Leadership, Risk Management, Business Analysis, Corporate Actions, Finance, Banking, Portfolio Management
Education
Centennial College
Scotiabank October 2014 - Present
UOB Kay Hian November 2013 - September 2014
Nomura Securities November 2007 - August 2011
Lehman Brothers November 2007 - August 2011
State Street July 2006 - November 2007
Electronic Data Systems July 2005 - June 2006
Standard Chartered Bank January 2005 - July 2005
Intelenet Global Services July 2003 - July 2004
Skills
Efficiency Management, Risk Management, Middle Office, Fund Accounting, Corporate Actions, Financial Analysis, Derivatives, FX Options, Structured Products, Operations Management, Asset Managment, Capital Markets, Analytical Skills, Investment Banking, Financial Markets, Trading, Hedge Funds, Project Management, Options, Portfolio Management, Securities, Credit Risk, Financial Risk, Back Office, Fixed Income, Mutual Funds, Bloomberg, Currency, Foreign Exchange, Settlement, Equities, Investment Management, Swaps, Equity Derivatives, Interest Rate..., Asset Management
Education
Canadian Securities Institute 2014 — 2014
Canadian Securities Course (CSC), Investments and Securities
Centennial College 2011 — 2013
Post Graduate, Business Administration, Management and Operations
AMIMR 2002 — 2004
PG (MBA), Finance and Financial Management Services
University of Mumbai 1999 — 2002
Bachelor of Commerce (B.Com.), Accounting and Finance
State Street May 2015 - Present
JPMorgan Chase February 2013 - May 2015
JPMorgan Chase August 2012 - February 2013
Brown Brothers Harriman February 2011 - August 2012
Skills
Financial Analysis, Microsoft Office, Lotus Notes, Dreamweaver, Customer Service, Databases, Financial Services, Tax Research, Securities, Corporate Actions, Mutual Funds, Microsoft Excel, PowerPoint, Withholding Tax, Tax Preparation, OLE, Partnership Taxation, RIC Taxation
Education
Emmanuel College 2007 — 2010
Bachelor of Arts, Management
Chaminade University of Honolulu 2006 — 2007
Bachelor of Arts, International Studies
State Street May 2014 - Present
State Street January 2013 - Present
Student at Year up February 2012 - Present
H&M Downtown Boston June 2009 - Present
Year Up 2012 - 2012
Blue Cross Blue Shield July 2008 - August 2008
Skills
Positive Personality, Great with Microsoft..., Fluent in Spanish, Teamwork, Workshop Facilitation, Positive Work..., Positive Can-do Attitude, Leadership Skills, Community Outreach, Customer Service, Fundraising, PowerPoint, Critical Thinking, Microsoft Office, Nonprofits, Leadership, Data Entry, Time Management
Education
Year Up 2012 — 2013
Brighton High School
High School Diploma
Brighton High School
Cheonggang Academy
EMC 2010 - Present
Syntel 2009 - 2010
State Street 2007 - 2009
Investors Bank & Trust 2004 - 2007
Investors Bank & Trust 2001 - 2004
Investors Bank & Trust 1999 - 2001
Investors Bank & Trust 1996 - 1999
Signature Financial Group 1995 - 1996
State Street Bank 1994 - 1995
Skills
SDLC, Program Management, Project Management, Software Project..., Vendor Management, Business Analysis, PMP, Software Development, Business Process, Enterprise Architecture, IT Strategy, Requirements Analysis, Management, Team Management, PMO, Project Planning, Integration, Analysis, Leadership, Security, Strategic Planning, Project Portfolio..., IT Operations, Information Technology, IT Management, Risk Management, Disaster Recovery, ITIL, Business Application..., Applications Software..., Resource Management, Project Delivery, Mutual Funds, Business Intelligence, Data Center, Mitigation, Mentoring, Financial Reporting
Education
Clark University 2011 — 2016
Master of Business Administration
University of Massachusetts at Amherst - Isenberg School of Management 1990 — 1994
Bachelor of Business Administration
Beverly High School 1986 — 1990
Numeric Investors LLC December 2014 - Present
Numeric Investors March 2012 - November 2014
State Street February 2011 - March 2012
National Institutes of Health May 2006 - August 2006
Skills
Statistics, R, Quantitative Research, SAS programming, Matlab, LaTeX, Equity Research, Mathematics, Unix, Microsoft Office, Python, SQL, Data Analysis, Options
Education
Harvard University 2007 — 2010
Doctor of Philosophy (Ph.D.), Biostatistics
Harvard University 2005 — 2007
Master of Arts (M.A.), Biostatistics
Castleton State College 2001 — 2005
Bachelor's degree, Mathematics
Boston Medical Center (BMC) May 2015 - Present
Boston Medical Center (BMC) November 2013 - May 2015
Signature Healthcare, MA January 2012 - November 2013
Signature Healthcare, MA April 2011 - October 2013
Brigham and Women's Hospital March 2010 - March 2011
South Shore Hospital September 2009 - March 2011
State Street April 1994 - June 2010
RE/MAX Realty Advisors 2003 - 2010
Skills
Nursing, Healthcare Management, Clinical Research, EMR, Hospitals, Healthcare Information..., Inpatient, Healthcare, Patient Safety, Cpr Certified, Meditech, Nursing Education, Quality Improvement, Epic Systems, Patient Education, Emergency Medicine, Healthcare Consulting, Healthcare Industry, ICD-9, Emergency Room, Health Information..., Health Education, Medical Coding, ACLS, Critical Care, BLS, Acute Care, CPR Certified
Education
Chamberlain School of Nursing 2011 — 2012
Bachelors of Nursing, Nursin
Quincy College 2007 — 2011
Associates, Nursing
Chamberlain College of Nursing
Master's degree, Registered Nursing/Registered Nurse
Western Governors University
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
State Street February 2014 - Present
Coastal Trade Securities April 2012 - September 2013
Barclays Investment Bank January 2006 - August 2011
Prudential Financial August 2000 - January 2002
Skills
Bloomberg Terminal, Sophis, Delta One, VBA, Microsoft Excel, SQL, Hedge Funds, Bloomberg, Equity Derivatives, Options, Securities, Financial Markets, Trading Systems, Series 7, Trading, Valuation, Derivatives, Financial Analysis, Middle Office, Financial Modeling, Capital Markets, Equities, Electronic Trading, Fixed Income
Education
City University of New York-Brooklyn College 2003 — 2004
Bachelor's degree, Accounting
City University of New York-Brooklyn College 1996 — 2000
Bachelor's degree, Finance and Financial Management Services
State Street April 2013 - Present
Banca IMI June 2008 - August 2012
Barclays March 2005 - June 2007
Barclays November 2002 - March 2005
Barclays September 2001 - November 2002
Skills
Corporate Finance, Leveraged Finance, Credit Analysis, Private Equity, Portfolio Management, Structured Finance, Leveraged loans, Credit Risk, LBO modelling, Debt Restructuring, High Yield, Fixed Income, Legal Documentation, Structuring, Buy-side, Credit research, Capital Markets, Banking, Credit, Loans
Education
University of Warwick - Warwick Business School 1998 — 2001
BSc (Honours)
Chartered Institute of Marketing 2002 — 2003
DipM ACIM, Postgraduate Diploma
Massachusetts Attorney General's Office May 2014 - Present
State Street December 2013 - May 2014
Millennium Pharmaceuticals June 2012 - August 2012
The Public Health Advocacy Institute May 2011 - August 2011
The Honorable George O' Toole: U. S. District Court for the District of Massachusetts March 2011 - May 2011
Miami-Dade State Attorney's Office June 2010 - August 2010
Asian Legal Resource Centre / Asian Human Rights Commission October 2008 - December 2008
Senator Charles E. Schumer's Regional Office May 2008 - July 2008
Onondaga County District Attorney's Office September 2007 - December 2007
Skills
Legal Research, Health Law, Health Policy, Litigation, Trials, Microsoft Excel, Litigation Support
Education
Northeastern University School of Law 2010 — 2012
Juris Doctor
Tufts University School of Medicine 2011 — 2012
Master of Public Health, Cumulative GPA of 3.57 on a 4.0 scale.
Suffolk University Law School 2009 — 2010
Juris Doctor
Syracuse University 2005 — 2009
Bachelor of Art, Political Science, Economics, Cumulative GPA of 3.44 on a 4.0 scale
City University of Hong Kong 2008 — 2008
Bachelor of Art, Political Science
DeVry Inc. April 2010 - Present
Southeastern Institute May 2009 - April 2010
Olivia Mullin Company 2005 - 2008
State Street January 2002 - August 2004
Deutsche Bank Securities January 2000 - January 2002
Bankers Trust March 1993 - January 2000
SPS Transaction Services November 1986 - March 1993
Skills
Employee Relations, Talent Acquisition, Customer Service, Coaching, Organizational..., Team Building, Policy, Hiring, Process Improvement, Public Speaking, Performance Management, Event Planning, Staff Development, Change Management, Resume Writing, Compliance, Budgets, Recruiting, Training, Career Development, Interviews, Leadership Development, College Recruiting, Career Counseling, Employee Benefits, Student Affairs, Project Planning, Human Resources, Employee Training, Leadership, Higher Education, Management, Time Management, Onboarding
Education
Keller Graduate School of Management of DeVry University 2013 — 2014
Graduate Certificate
Keller Graduate School of Management 2010 — 2013
MBA
East Tennessee State University 1983 — 1987
Carson-Newman University 1978 — 1982
BA
BNY Mellon May 2014 - Present
State Street April 2013 - April 2014
Beazley June 2011 - September 2012
CIGNA November 2010 - May 2011
XL Insurance June 2009 - December 2009
Skills
Insurance, Financial Analysis, Underwriting, Finance, Analysis, Financial Reporting, Business Analysis, Process Improvement, Data Analysis, Customer Service, Accounting, Outlook, Creation of Quote and..., Microsoft Office, Corporate Systems, Communication, Highly detail oriented, True Team Player, Meet Deadlines, Multi-tasked, JobTraq, Beazley Pro, Document Generation Tool, New Business Development, Microsoft Excel, PowerPoint, Microsoft Word, General Insurance, Teamwork, Program Management, Negotiation, Claim
Education
Southern New Hampshire University 2013 — 2016
Master in Business Administration (MBA), Finance
Central Connecticut State University 2005 — 2010
Bachelor of Science (B.S.), International Business
State Street November 2014 - Present
State Street October 2010 - January 2014
Deutsche Asset Management April 2002 - October 2010
Zurich Scudder Investments March 2000 - April 2002
Scudder Kemper Investments March 1998 - March 2000
Standard & Poor's DRI (previously DRI/McGraw-Hill, now IHS Global Insight) May 1982 - February 1998
Access Technology, Inc. (now CA Technologies) June 1985 - June 1987
Education Development Center October 1981 - May 1982
Abt Associates Inc. August 1975 - August 1981
Skills
Unix, Disaster Recovery, Oracle, Unix Shell Scripting, Software Development, SQL, Testing, Operating Systems, Performance Tuning, Market Data, Software Documentation, Software Project..., PL/SQL, Requirements Analysis, Infrastructure, Reference Data, Software Configuration..., C, C++, Autosys, Version Control, UNIX utilities, Middle Office, Job Scheduling, Software Design, System Architecture, Enterprise Architecture, Database Design, SQL*Plus, T-SQL Stored Procedures, Query Optimization, SimCorp Dimension, ClearCase, SOX Compliancy, SAS70, T-SQL, Sybase, Information Security, Solaris, Project Management, Change Management, Business Continuity, SDLC, Asset Management, C#, Java, Microsoft SQL Server
Education
Case Western Reserve University 1973 — 1975
Doctor of Philosophy (Ph.D.), Systems & Control Engineering
Case Western Reserve University 1970 — 1973
Master of Science (MS), Systems & Control Engineering
Case Western Reserve University 1966 — 1970
Bachelor of Science (BS), Engineering -- Computer & Systems Science, With Honors
City University of New York August 2011 - Present
MediaCrossing Inc. June 2013 - December 2013
Insigma HengTian Software Ltd. July 2009 - June 2011
State Street September 2007 - June 2009
Skills
Python, Algorithms, Java, Statistics, R, Objective-C, Data Analysis, Machine Learning, C++, Requirements Analysis, Linux, PL/SQL, Databases, XML, SQL, C, C#, Git, Data Mining, Weka, SciPy, Optimization, Unix
Education
City University of New York 2011 — 2016
Doctor of Philosophy (Ph.D.), Data Mining, Machine Learning, Mobile Sensors
Zhejiang University 2007 — 2010
Master's degree, Computer Engineering
Shanghai Jiao Tong University 2003 — 2007
Bachelor's degree, Computer Science
LogMeIn January 2015 - Present
EMC June 2014 - December 2014
Eagle Investment Systems January 2011 - September 2011
Chat Sports, Inc. September 2009 - June 2011
State Street October 2003 - January 2011
Skills
Financial Analysis, Analytics, Analysis, Teamwork, Team Leadership, Leadership, Organizational..., Quality Control, Process Improvement, Problem Solving, Social Media, Communication
Education
D'Amore-McKim School of Business 2013 — 2015
Master of Business Administration (MBA)
Case Western Reserve University 1998 — 2003
BS, Management
JES Holdings, LLC February 2015 - Present
West Georgia Health System June 2013 - February 2015
Central Methodist University January 2010 - May 2013
State Street May 2012 - August 2012
ABC Laboratories May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Outlook, Leadership, Project Planning, Microsoft Office, QuickBooks, Accounting, Time Management, Account Reconciliation, Data Entry, Social Media
Education
Central Methodist University-College of Liberal Arts & Sciences 2009 — 2013
Bachelor's degree, Accounting
State Street 2012 - 2012
Skills for Change 2011 - 2011
AXA Banque 2006 - 2006
Education
Université catholique de Louvain 1998 — 2006
Centennial College
Centennial College
Centennial College
Skills for Change
State Street May 2015 - Present
Theradynamics Rehab Management LLC. January 2014 - December 2014
FlyCleaners October 2013 - January 2014
KyLin Global Network July 2012 - October 2013
Skills
Management, Recruiting, Business Development, Leadership, Microsoft Excel, Project Management, Strategic Planning, Marketing, Research, Financial Analysis, Microsoft Office, Training, Strategy
Education
Rockhurst University 2015 — 2015
Master of Business Administration (M.B.A.), Finance
City University of New York 2008 — 2012
Bachelor's Degree, Business Administration
Ensure exceptional troubleshooting and first call resolution July 2015 - Present
UGL Services January 2012 - July 2015
State Street June 2008 - December 2011
Staples September 2006 - February 2008
The TJX Companies, Inc. October 2007 - December 2007
Skills
Windows 7, Lotus Notes, Microsoft Office 2007, Symantec Endpoint..., Altiris Console, Service-Now, BMC Remedy, Peregrine, Active Directory, SMS, Norton Ghost, MS Office 2003, 2007,..., Printer support, Windows XP, Technical Support, Call Centers
Education
Clark University 1998 — 1999
NT Administration Certificate, A+ Certification, Computer Science, A
Framingham State College
State Street June 2015 - Present
Boston Women's Workforce Council June 2015 - Present
Whole Foods Market January 2014 - June 2015
Gap Inc./Old Navy May 2013 - December 2013
Skills
Microsoft Office, Management, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
Centre College 2014 — 2018
Bachelor of Arts (B.A.), English Language and Literature, General
Centre College 2014 — 2018
History
Mulligan Holdings LLC 2012 - 2014
HMS 2009 - 2011
HMS 2008 - 2009
Public Consulting Group 2004 - 2008
Public Consulting Group 2001 - 2004
Public Consulting Group 2000 - 2001
State Street 1999 - 2000
State Street 1998 - 1999
Skills
Leadership, Strategic Planning, Strategic Partnerships, Management, Strategy, CRM, Account Management, Training, Budgets, Proposal Writing, Human Resources, P&L Management, Program Management, Process Improvement, Business Analysis, Revenue Cycle Management, Corporate Communications, Strategic Communications, Coordination of Benefits, Healthcare Information..., Healthcare, Project Management
Education
Clark University 2004 — 2006
Master of Business Administration (MBA)
University of Massachusetts Boston 1994 — 1998
Bachelor of Arts (BA), Economics
State Street July 2015 - Present
Armory Square Ventures January 2015 - May 2015
New York State Science and Technology Commercialization Initiative January 2015 - May 2015
Syracuse University August 2012 - May 2015
Syracuse University August 2011 - May 2015
Syracuse University April 2012 - April 2015
Phi Delta Theta–New York Epsilon December 2013 - January 2015
Entrepreneurship Club of Syracuse University December 2013 - January 2015
Gnarus Advisors LLC June 2014 - August 2014
Glaser Weil Fink Jacobs Howard Avchen & Shapiro LLP December 2012 - August 2013
Skills
Leadership, Event Planning, Public Speaking, Management, Microsoft Excel, Customer Service, Public Relations, Team Building, Research, Financial Analysis, Leadership Development, Business, Spanish, Operations Management, Intrapreneurship, Operational Strategy, Mandarin, Negotiation, Marketing, Salesforce.com, Corporate..., Strategic Planning, Marketing Strategy, Business Strategy, Team Leadership, Legal Writing, Contract Negotiation, Operational Streamlining, Bloomberg Terminal, Elite Enterprise, ADP HRB, Prezi, Time Management, Event Management, Management Consulting, Strategic Consulting, Capital IQ, Venture Capital, Private Equity, Start-ups, Corporate Development, Venture Financing, Entrepreneurship
Education
Syracuse University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Entrepreneurship & Emerging Enterprises • Business Management • Marketing Management
Syracuse University 2011 — 2015
Bachelor's of Science Degree, Entrepreneurship & Emerging Enterprises • Business Management • Marketing Management
City University of Hong Kong 2013 — 2013
William Howard Taft High School 2007 — 2011
Woodland Hills, CA
Federal Reserve Bank of Kansas City November 2014 - Present
State Street December 2013 - November 2014
Taco Bell July 2012 - November 2013
Volcom February 2010 - May 2010
Skills
PowerPoint, Customer Service, Microsoft Excel, Event Planning, Microsoft Office, Time Management, Process Scheduler, Marketing, Inventory Management, Social Media, Team Building, Event Management, Access, Team Leadership, Employee Relations, Microsoft Word, Management, Hospitality, Teamwork, Outlook, Leadership, Public Speaking, Training, Budgets, Project Management, Social Networking, Human Resources, Customer Satisfaction, Retail, Food, Sales, Administrative..., Operations Management, Food & Beverage
Education
Chapman University, The George L. Argyros School of Business and Economics
Bachelor of Science (B.S.), Business Administration and Management
Rockhurst University
International Business and French
State Street July 2015 - Present
Law Offices of Joseph P. McGovern May 2012 - August 2013
Schuyler Meadows Club Inc May 2010 - August 2011
CAP COM Federal Credit Union February 2011 - May 2011
Skills
Social Networking, Microsoft Excel, PowerPoint, Analysis, Teamwork, Microsoft Word, Microsoft Office, Research, Public Speaking, Social Media, Facebook, Customer Service, Leadership, Data Analysis, Fund Administration
Education
Trinity College-Hartford 2012 — 2015
Bachelor of Arts (B.A.), Regional Economics & Development
Charles University in Prague 2013 — 2013
Economics and History
St. Gregory's School
State Street March 2015 - Present
Johns Hopkins University October 2014 - Present
Morgan Stanley October 2014 - March 2015
Johns Hopkins University Carey Business School June 2014 - August 2014
Johns Hopkins University August 2013 - May 2014
Essence Securities Co., Ltd July 2013 - August 2013
Bank of Communications Limited May 2013 - July 2013
Case Western Reserve University August 2012 - May 2013
Skills
Stata, Microsoft Excel, Research, Econometrics, Minitab, Microsoft Office, Economic Data Analysis, Microsoft Word, Start-ups, Bilingual-Chinese, Teamwork, Matlab, Bloomberg Terminal, Morningstar Direct, Financial Modeling, Equity Research, Corporate Finance, Economics, Data Analysis, Financial Analysis, PowerPoint, Public Speaking, SPSS, Statistics, Time Management
Education
The Johns Hopkins University - Carey Business School 2013 — 2014
Master of Science (M.S.), Finance, 3.54
Case Western Reserve University 2010 — 2013
Bachelor of Arts (B.A.), Economics, 3.86
Suzhou High School-A-Level Centre 2007 — 2010
State Street April 2015 - September 2015
State Street November 2013 - March 2015
State Street December 2012 - November 2013
Woodland Joint Unified School District August 2011 - January 2013
Self Employed September 2007 - September 2010
InTouch Wireless March 2010 - August 2010
Skills
Financial Reporting, Tutoring, Bloomberg Terminal, Financial Analysis, Pivot Tables, Microsoft Excel, Account Reconciliation, Financial Accounting, Calculus, Microeconomics, Social Media, Statistics, Linear Models, Managerial Economics, Investment Theory, Mutual Funds, Customer Service, Data Analysis, Teamwork
Education
University of California, Davis 2010 — 2012
Managerial Economics, Microeconomics, Finance, Econometrics
Chabot College 2007 — 2010
Biological Sciences, Pre-Medicine
People's United Bank July 2015 - Present
Commonwealth of Massachusetts May 1999 - Present
State Street September 2014 - July 2015
State Street November 2013 - August 2014
Citi April 2012 - September 2013
Citizens Bank June 2008 - March 2012
TD March 2006 - February 2008
TD November 2001 - March 2006
MetroWest Bank September 2000 - November 2001
MetroWest Bank June 1999 - September 2000
Skills
Credit Analysis, Loans, Financial Analysis, Banking, Credit, Underwriting, Mutual Funds, Commercial Lending, Commercial Banking, Relationship Management, Portfolio Management, Event Management, Customer Service, Management, Finance, Risk Management, Loan Servicing, Microsoft Office, Project Coordination, Event Planning, Program Management, Public Speaking, Retail Banking, Workshop Facilitation, Office Administration, Salesforce.com, Sales Operations, Calendar Management, Travel Planning, Administrative Support, Travel Arrangements, Office Management, Administrative..., Bookkeeping, Non-profit..., Operations Management, Volunteer Management, Volunteering, Community Outreach
Education
New England College of Business and Finance
Business Administration, Concentration in Banking and Finance
American Bankers Association/Risk Management Association
Certificate, The Lending Decision Process
American Bankers Association/Risk Management Association
Certificate, The Commercial Real Estate Decision Process
Citizens Bank Credit Analysis Training Program
New England College of Finance
Business Administration, Concentration in Accounting and Finance
Hunter College
Brooklyn Technical High School
Auxilio November 2014 - Present
iTEK Services, Inc. June 2014 - October 2014
ReadyCap Commercial, LLC February 2013 - February 2014
State Street July 2012 - January 2013
Strategic Human Resources Consultancy April 2010 - June 2012
Acquity Group, Accenture Interactive Services August 2008 - April 2010
Global Crossing North America August 1995 - April 2008
Skills
Talent Management, Applicant Tracking..., Organizational..., Onboarding, Talent Acquisition, Performance Management, Employee Relations, Recruiting, Succession Planning, HRIS, Employee Engagement, Leadership Development, Human Resources, Cross-functional Team..., Interviews, Employee Training, Coaching, Personnel Management, Screening, Executive Search, Team Building, Sourcing, Technical Recruiting, Training, Employee Benefits, Deferred Compensation, Strategy, Workforce Planning, Change Management, Leadership, Organizational Design, Management, Hiring, Career Development, College Recruiting, HR Policies, Consulting, FMLA
Education
Chapman University 2004 — 2010
Bachelor Degree, Organizational Leadership, 3.5
Metro Realty Corp. April 2014 - Present
State Street October 2013 - May 2014
Self Employed June 2005 - November 2013
Saint Joseph's College of Maine January 2013 - May 2013
Maine Lobsterman's Association September 2012 - December 2012
Skills
Team Leadership, Microsoft Excel, Entrepreneurial Finance, Entrepreneurship, Highly motivated..., Microsoft Office, Social Media, Small Business, Customer Service, Training, Accounting, Mutual Funds, Fixed Income, Fund Accounting
Education
St. Joseph's College (ME) 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance, General
Central Maine Community College 2009 — 2011
Finance, General
State Street November 2014 - Present
FDO Partners June 2014 - November 2014
State Street February 2012 - June 2014
Standard Chartered Bank June 2011 - August 2011
Defense Research and Development Organization, Government of India June 2009 - July 2009
National Stock Exchange of India Limited February 2009 - March 2009
IBM December 2008 - January 2009
INDIAN INSTITUTE OF TECHNOLOGY (IIT) / ALL INDIA INSTITUTE OF MEDICAL SCIENCES June 2008 - July 2008
Skills
Time Series Analysis, Market Risk, Financial Markets, Statistical Modeling, Statistical Arbitrage, Quantitative Finance, Financial Engineering, Portfolio Optimization, Stochastic Calculus, High Frequency Trading, Trading Strategies, Quantitative Investing, Trading Systems, Monte Carlo Simulation, Electronic Trading, VBA, Equities, VAR, Derivatives, Trading, Fixed Income
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2011
Master of Science, Computational Finance
Massachusetts Institute of Technology
Data and Models in Engineering, Science and Business
Manipal Institute of Technology 2006 — 2010
Bachelor of Engineering, Computer Science and Engineering
Somerset Fire & Rescue Co. No.1 January 2014 - Present
Somerset Fire & Rescue Co. No.1 October 2012 - January 2014
State Street Corporation February 2005 - July 2011
State Street March 2004 - February 2005
Skills
Microsoft Excel, Operations Management, Process Improvement, Fund Accounting, Financial Reporting, Fixed Income, Account Reconciliation, Auditing, Teamwork, Customer Service, Data Analysis, Multi Tasking, Data Entry, 10 Key, Fire Inspections, Firefighting, Vehicle Extrication, Notary Public, Hazardous Materials
Education
Centenary College 1998 — 2002
Bachelor's degree, Business Administration and Management, General
Centenary College
Bachelor of Science; minor, Business Administration
State Street February 2014 - Present
City Bicycle Works August 2010 - Present
Apple June 2009 - March 2010
T-Mobile August 2006 - September 2008
Skills
Customer Service, Marketing, Sales, Leadership, Communication, Team Building, Time Management, Process Efficiency, Retail, Merchandising, Sales Management, Microsoft Excel, Social Media Marketing, Inventory Management, Bicycle Fit, Pricing, Forecasting, Photoshop, Economics, PowerPoint, Management, Social Media, Team Leadership, Team Management
Education
University of California, Davis 2008 — 2010
Bachelor's degree, Managerial Economics
Central New Mexico Community College 2006 — 2008
Associate's Degree, Pre-Management, Liberal Arts
EMC August 2013 - Present
EMC August 2011 - August 2013
State Street March 2010 - May 2011
FusionStorm February 2010 - February 2010
Skills
Analysis, Sales, Sales Operations, Customer Satisfaction, Customer Service, Fund Accounting, Fixed Income, Training, Competitive Analysis, Microsoft Excel, Microsoft Office, Cloud Computing, Marketing
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Central Michigan University 2005 — 2009
BSBA, Corporate Finance, Legal Studies
State Street May 2011 - Present
Playgroundboston.com February 2009 - July 2013
Donoghue Music Management June 2008 - June 2013
Horse To Water Marketing, LLC November 2011 - November 2012
Performance Plus / Boston Field & Focus, Inc. November 2005 - November 2008
MetroWest Chamber of Commerce October 2004 - June 2005
Skills
Employee Training, Marketing, Entrepreneurship, Project Management, Business Development, Marketing Communications, Music Industry, Music Management, Social Promotion, Team Management, Client Relations, Client Liaison, Client Rapport, Vendor Management, Vendor Relations, Small Business, Digital Media, New Media, Quality Control, Social Media, Social Networking
Education
Clark University 2003 — 2005
Master of Business Administration (M.B.A.), Marketing, GPA: 3.68
Clark University 2000 — 2004
Bachelor's Degree, History, Undergraduate GPA: 3.48
State Street June 2014 - August 2014
Skills
Public Speaking, PowerPoint, Strategic Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Windows, Outlook, Time Management, Sports, Fundraising, Financial Modeling
Education
Clark University 2012 — 2016
Major: Economics Minor: Management
The London School of Economics and Political Science (LSE) 2014 — 2015
General Course
Suncoast Community High School 2008 — 2012
Fidelity Investments July 2014 - Present
Fidelity Investments May 2013 - August 2013
BNY Mellon - ConvergEx Group November 2012 - December 2012
BNY Mellon - Wealth Management June 2012 - August 2012
BNY Mellon - The Boston Company June 2011 - August 2011
State Street July 2010 - August 2010
Blue Cross Blue Shield of Massachusetts July 2009 - August 2009
Boston Public Schools/Play-on July 2008 - August 2008
Skills
Troubleshooting, Microsoft Office, Bloomberg Terminal, Project Management, SDLC, Selenium, Quality Assurance, Training, Java, Outlook, Access, Testing
Education
Syracuse University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Information Management & Technology
City University of Hong Kong 2012 — 2012
Mayflower Virtual Assistants August 2013 - Present
Raynham Pack 11 Cub Scouts 2012 - Present
State Street January 1997 - June 2006
American Eagle Airlines August 2000 - July 2001
Business Express Airlines August 1994 - January 1997
Skills
Photography, Social Networking, Entrepreneurship, Social Media Marketing, Small Business, Marketing, Social Media, Event Planning, Customer Service, Event Management, Program Management, Microsoft Excel, Sales
Education
Chapman University 1989 — 1993
Bachelor of Arts (B.A.), Public Relations
Coyle Cassidy High School
College Prep
Fidelity Prime Services April 2005 - Present
State Street 2001 - 2005
Education
Central Connecticut State University 1999 — 2001
Finance
State Street October 2014 - Present
SimCorp September 2013 - October 2014
Princeton Financial Systems May 2007 - September 2013
Princeton Financial Systems October 2003 - May 2007
Princeton Financial Systems January 2001 - October 2003
Princeton Financial Systems July 1997 - January 2001
Ohio National Financial Services March 1990 - July 1997
Ohio National Financial Services March 1990 - November 1991
Skills
Business Analysis, Securities, Derivatives, Accounting, Bloomberg, Back Office, Financial Services, Product Management, Fixed Income, SDLC, Asset Managment, Business Intelligence, Mutual Funds, Project Management, Market Data, Portfolio Management, Middle Office, Banking, Insurance, Trading Systems, Relationship Management, Investments, SimCorp Dimension..., CRM, Management, Equities, Leadership, Requirements Gathering, Risk Management, Asset Management
Education
Wright State University 1986 — 1989
MASTER OF BUSINESS ADMINISTRATION, FINANCE
City University of New York-John Jay College of Criminal Justice 1977 — 1981
BA, Forensic Science
Brooklyn Tech 1973 — 1977
Chemistry
Cumulus Global July 2011 - Present
Epilepsy Foundation Massachusetts, Rhode Island, New Hampshire & Maine April 2011 - April 2012
Liberty Mutual April 2001 - November 2010
Westboro Youth Soccer Association November 2008 - April 2010
Congregation B'nai Shalom June 2007 - April 2009
Federated Investors 1995 - 2001
State Street June 1994 - August 1994
Skills
Investments, Capital Markets, Credit, Portfolio Management, Financial Analysis, Finance, Google Apps, Fixed Income, Mutual Funds, Management, Strategic Planning, Financial Modeling, Start-ups, Strategy, Asset Allocation, Equities, Leadership
Education
Carnegie Mellon University - Tepper School of Business 1993 — 1995
MBA, finance
University of Rochester 1985 — 1990
BA, Honors in History
Brooks School 1983 — 1986
Fay School 1979 — 1983
Freelance Digital Graphic Design Services Freelance Graphic DesignerContract and Freelance1992 - Present
Ebben Zall Group September 2009 - August 2015
KHJ Brand Activation August 2014 - January 2015
Assabet Valley Regional High School 2003 - 2012
Mercer Management Consulting August 2008 - May 2011
State Street August 2006 - June 2007
Staples Business Advantage September 2006 - January 2007
Monster.com June 2005 - September 2005
Earthwatch Institute September 2004 - April 2005
Digital People 2000 - 2005
Skills
QuarkXPress, Graphic Design, InDesign, Adobe Acrobat, Adobe Creative Suite, Art Direction, Illustrator, Photoshop, Logo Design, Corporate Identity, Layout, Creative Direction, Web Design, Direct Mail, Advertising, Brochures, Pre-press, Email Marketing, Catalogs, Mac, Graphics
Education
University of Massachusetts - Amherst 1985 — 1997
BBA
City University of New York-Brooklyn College 1991 — 1992
Certificate
State Street April 2015 - Present
State Street March 2012 - Present
State Street January 2010 - March 2012
State Street 2006 - June 2010
State Street 2005 - 2006
State Street Fund Services Toronto 2003 - 2005
State Street Fund Services Toronto 2001 - 2003
Skills
Product Management, Product Development, Strategic Leadership, Customer Relations, Performance Measurement, Compliance, Strategy, Equities, Fixed Income, Investments, Asset Management, Risk Management, Financial Services, Mutual Funds, Hedge Funds, Securities, Analytics, Asset Allocation, Alternative Investments, Asset Managment, Banking, Bloomberg, Business Analysis, Business Development, Business Process..., CRM, Capital Markets, Change Management, Client Services, Corporate Actions, Customer Service, Derivatives, Executive Management, Financial Analysis, Financial Risk, Fund Accounting, Leadership, Management, Global Custody, Mergers, Operations Management, P, Portfolio Management, Relationship Management, Start-ups, Team Building, Valuation, Strategic Planning, Vendor Management
Education
University of Toronto 1988 — 1991
Bachelor of Arts degree, Commerce / Management
Centennial College 1984 — 1988
Avionics Maintenance Specialist graduate with honours
CFA, Association for Investment Management and Research
Chartered Financial Analyst, CFA
CMA, The Society of Management Accountants of Ontario
Qualified as a Certified Management Accountant, CPA, CMA
Ultimate Software March 2015 - Present
Ultimate Software September 2014 - March 2015
Ultimate Software April 2011 - September 2014
State Street November 2007 - April 2011
State Street January 2007 - October 2007
State Street March 2000 - April 2003
Bank of America August 1997 - March 2000
Bank of America July 1994 - August 1997
Skills
Business Analysis, Requirements Gathering, SDLC, Business Requirements, Data Warehousing, Project Management, Software Project..., Systems Analysis, Requirements Analysis, Visio, Business Intelligence, Business Process, Scrum, Agile Methodologies, SQL, Data Analysis, MS Project, Financial Risk, AML, Program Management, Java, Agile, Kanban, Requirements Management, Software Requirements, System Requirements, Use Case Analysis, RUP, Waterfall
Education
Nova Southeastern University 2010 — 2014
Masters, Computer Information Systems
Clark University 2000 — 2001
Certificate, Client Server & Web Development
University of Massachusetts, Amherst 1990 — 1994
BA, Economics
Webster Bank August 2015 - Present
State Street November 2014 - August 2015
Bank of America October 2012 - November 2014
New London County Prosecutors Office June 2011 - August 2011
Skills
Microsoft Excel, Banking, Microsoft Word, Microsoft Office, SPSS, Anti Money Laundering
Education
Castleton University 2008 — 2011
Bachelor of Arts (BA)
Deloitte November 2014 - Present
State Street June 2011 - November 2014
Fidelity Investments July 2009 - March 2011
Fidelity Investments October 2007 - July 2009
Fidelity Employer Services Company (FESCo) May 2005 - 2007
Fidelity Investments February 2001 - May 2005
MotherNature.com May 1999 - November 2000
CSC Index December 1993 - August 1998
Nielsen Marketing Research March 1992 - November 1993
Deloitte & Touche October 1985 - March 1992
Skills
Strategic Planning, Change Management, Financial Services, Human Resource Planning, Organizational Design, Relationship Management, Vendor Management, Management Consulting, Analytics, Mergers, Process Improvement, Leadership, Program Management, Strategy, Oracle E-Business Suite, Cross-functional Team..., Oracle BI EE, Mergers & Acquisitions, OBIEE, Business Analytics, Management, Consulting
Education
Amos Tuck School of Business, Dartmouth College 1980 — 1982
MBA, Finance and Marketing Strategy
Clark University 1976 — 1980
BA, Economics & Sociology
HOOPP (Healthcare of Ontario Pension Plan) September 2013 - Present
CPP Investment Board March 2011 - September 2013
CPP Investment Board August 2009 - March 2011
RBC April 2009 - July 2009
RBC Dexia Investor Services January 2008 - January 2009
TD Waterhouse December 2005 - January 2008
State Street September 2005 - December 2005
State Street March 2004 - August 2005
State Street June 2002 - September 2002
State Street January 2001 - June 2002
Skills
MS Project, Microsoft Excel, PowerPoint, Microsoft Word, ERP, Bloomberg, Fixed Income, Derivatives, Equities, Financial Analysis, Capital Markets, Financial Modeling, Business Analysis, Portfolio Management, Hedge Funds, Management, Business Requirements, Valuation, Analysis
Education
Central Michigan University 2002 — 2003
MSA
McMaster University 1996 — 2000
BBA
OppenheimerFunds 2012 - 2015
AXA Investment Managers 2009 - 2012
AXA Investment Managers 2006 - 2009
Citi 2003 - 2006
ING Investment Management 2000 - 2003
JP Morgan Chase 1998 - 2000
State Street 1995 - 1998
Macquarie Group 1992 - 1994
Skills
Mutual Funds, AML, Asset Management, Investments, Securities, Fixed Income, Trading, Corporate Governance, Hedge Funds, Anti Money Laundering, Asset Managment, Alternative Investments, Compliance, Oversight, Investment Advisers Act, Financial Regulation, FINRA, Financial Services, Investment Advisory, Compliance Management, Investment Company Act, Investment Advisor..., Cross-cultural Teams, Company Secretarial Work
Education
University of Technology Sydney 1998 — 2000
M.Bus., Finance
Charles Sturt University 1987 — 1990
Bachelor of Business, Banking & Finance
Markit EDM October 2014 - Present
Linedata January 2013 - October 2014
DST Global Solutions September 2011 - January 2013
DST Global Solutions April 2005 - October 2011
State Street Corportation October 1998 - March 2005
State Street 1999 - 2005
Skills
SQL, Unix, Excel, Financial Reporting, Equities, Back Office, Fixed Income, Derivatives, Product Management, Vendor Management, Software Project..., Portfolio Management, Process Improvement, Mutual Funds, Program Management, Business Requirements, Asset Management, Solution Architecture, Requirements Gathering, Electronic Trading, Analytics, Risk Management
Education
Emmanuel College 2003 — 2005
Bachelors of Science, Business Administration
Champlain College 1996 — 1998
associates, ·Liberal Arts with concentration in Business
BHS 1992 — 1996
State Street June 2015 - Present
Santander Bank, N.A. March 2014 - June 2015
Citigroup September 2010 - March 2014
Morgan Stanley November 2009 - September 2010
Residual Value Insurance Group January 2008 - December 2008
Financial Security Assurance June 2004 - January 2008
AIG 2002 - 2004
NetRisk 2000 - 2002
Deloitte & Touche 1997 - 2000
Ford Motor Credit Company 1996 - 1997
Skills
Risk Management, Funding, Compliance, Portfolio Management, Financial Risk, Data Governance, Business Analysis, Trading Systems, Finance, Fixed Income, Credit Risk, Capital Markets, Enterprise Risk..., Derivatives, Cross-functional Team..., Operational Risk, Banking, Equities, Vendor Management, Analytics
Education
Carnegie Mellon University - Tepper School of Business 1994 — 1996
MBA, Finance, International Mgmt., Strategy
University of Minnesota-Twin Cities
Bachelor of Science (B.S.), Economics
Liberty Mutual Insurance October 2010 - October 2011
State Street October 2009 - July 2010
State Street Global Markets April 2008 - January 2009
State Street Global Markets June 2007 - April 2008
Skills
SharePoint, User Acceptance Testing, Software Documentation, Business Analysis, Visio, Requirements Gathering, SDLC, Delivering Technical..., UAT coordination, Leadership, Business Requirements, Project Management, Strategy, Training, Quality Assurance, Management, Financial Services, Analysis
Education
Clark Atlanta University 2003 — 2007
BA
SMI - Strategic Marketplace Initiative March 2015 - Present
CJ Huntington October 2014 - Present
State Street Corp 2010 - 2012
State Street 2007 - 2010
State Street 2005 - 2007
State Street 2001 - 2005
State Street 2000 - 2001
State Street 1998 - 2000
State Street 1996 - 1998
State Street 1994 - 1996
Skills
Highly Analytical, Attention To Detail, Website Development, Web Design, Web Analytics, Technical Writing, Procedure Analysis, Procedure Manuals, Procedure Review, Business Analysis, Photoshop, PowerPoint, Word, Excel, Process Engineering, Process Improvement, Customer Satisfaction, Project Management, Quality Assurance, Internet, Collaboration, Adobe Creative Suite, Visio, Technical Analysis, Microsoft Excel, SharePoint, CRM, Integration, Cross-functional Team..., Requirements Analysis, Strategy, Financial Services, Vendor Management, Training, Analysis, Microsoft Word, Fixed Income
Education
Clark University 1999 — 2000
Certificate, Web Master
Clark University 1998 — 1999
Certificate, Computer Graphics & Web Design
University of Massachusetts Dartmouth 1984 — 1988
Bachelor of Science, Finance
State Street January 2014 - Present
State Street August 2012 - January 2014
AllianceBernstein 2005 - 2012
AllianceBernstein 2004 - 2008
AllianceBernstein 1996 - 2004
AllianceBernstein 1989 - 1995
Skills
Equities, Equity Derivatives, Conversions, Fixed Income, Reconciliations, Performance Management, Corporate Actions, Business Process, Futures, Client Services, Settlements, Operational Due..., Operations Management, User Acceptance Testing, End User Training, End User Support, Detail Orientation, Customer Service, Team Leadership, Mentoring, Knowledge Sharing, Portfolio Accounting, Account Setup and..., Forwards, Big Picture Thinking, Creative Problem Solving, Settlement, CRM, Portfolio Management, Middle Office, Financial Services, Investment Management, Derivatives, Account Reconciliation, Asset Management, Securities, Bloomberg, Trading Systems, Investments, Technical Support, Data Conversion
Education
City University of New York-College of Staten Island
Bachelor's degree (BA)
Citizens Bank September 2015 - Present
RBS Citizens April 2014 - September 2015
State Street October 2012 - April 2014
State Street Global Markets April 2011 - January 2012
International Power America September 2008 - April 2011
Suez LNG NA (GDF SUEZ, SA) March 2007 - September 2008
Academy of Sciences of the Czech Republic July 2005 - December 2006
CERGE-EI, Prague 2004 - 2005
Skills
Risk Management, Fixed Income, Portfolio Management, Due Diligence, Bloomberg, Financial Structuring, Investments, Valuation, Econometrics, Enterprise Risk..., VBA, Financial Modeling, Structured Finance, Data Analysis, Trading, Market Risk, Derivatives, Economics
Education
Harvard University
Master's Degree
Charles University in Prague
Kansas State University
BMO Financial Group 2015 - Present
State Street 2008 - 2014
Green Delta Financial Services Ltd. (GDFS) 2004 - 2006
Green Delta Financial Services Ltd. (GDFS) 2003 - 2004
Skills
Financial Analysis, Valuation, Equities, Financial Services, Capital Markets, Management, Bloomberg, Fixed Income, Derivatives, Due Diligence, Investment Banking, Auditing, Analysis, Credit, Investment Strategies, VBA, Microsoft Excel, Financial Modeling, Risk Management, Portfolio Management, Banking, Market Risk, Asset Management, Time Series Analysis, Stochastic Methods, Monte Carlo Simulation
Education
City University of New York City College
Master's degree, Economics
Maple Leaf
The College of Staten Island
Bachelor's degree, Economics
Cambridge School of Culinary Arts 2005 - Present
Share Our Strength 2005 - Present
Privately Held Company February 2007 - April 2007
Equiserve January 1998 - December 2003
BankBoston 1995 - 2000
Putnam Investments January 1998 - October 1998
State Street January 1984 - December 1995
Education
City University of New York-Herbert H. Lehman College 1975 — 1977
Masters, Mathematics Education
Fordham University 1969 — 1973
State of Israel Bonds 2002 - January 2014
The Seminar Center 1998 - 2001
United Auto Club 1986 - 1993
State Street 1981 - 1984
Education
City University of New York-Brooklyn College 1990 — 1992
Bachelor of Arts (BA), Communications
State Street July 2007 - Present
Investors Bank & Trust 1990 - 2007
Bank of Boston 1986 - 1990
Skills
Mutual Funds, Fund Accounting, Strategic Partnerships, Equities, Financial Services, Securities, Fixed Income, Asset Management, Global Custody, Portfolio Management, Alternative Investments, Hedge Funds, Bloomberg, Corporate Actions, Fund Administration
Education
Central Connecticut State University 1976 — 1980
State of New Jersey Department of Community Affairs August 2014 - April 2015
State Street April 2012 - February 2014
Skills
Analysis, Auditing, Account Reconciliation, Accounting, Cash Management, Financial Statements, Forecasting, Fund Accounting, Financial Reporting, Financial Accounting, General Ledger, Equities, Fixed Income
Education
Cazenovia College 1986 — 1991
Bachelor's degree, Accounting
Cazenovia College 1986 — 1991
Bachelor of Science, Accounting
State Street June 2008 - Present
SEI September 2007 - June 2008
Verint August 2005 - August 2007
USA Mobility March 1998 - August 2005
Skills
Business Analysis, Change Management, Vendor Management, Process Improvement, Project Management, Program Management, Integration, Project Portfolio..., SDLC, CRM, Management, Software Project..., Cross-functional Team..., Consulting, Strategy
Education
Chaminade University of Honolulu 1987 — 1989
MBA
Northeastern University 1981 — 1985
BS, Finance and Accounting
Travelers May 2009 - Present
State Street April 2009 - May 2009
John Hancock May 2006 - March 2009
Toyota Motor Manufacturing North America March 2006 - May 2006
Merck & Co., Inc. April 2005 - January 2006
The Reader’s Digest Association July 2003 - March 2005
Skills
Cognos 8.4, Cognos 8.2, SQL Server 2005/2000, SSIS, Cognos, Oracle, Microsoft SQL Server, Business Intelligence, Data Warehousing, SDLC, Cognos ReportNet, Data Analysis, Access, Business Analysis, Business Intelligence..., Analysis
Education
City University of New York-Brooklyn College 2002 — 2004
MS, Information Systems
L.D. College of Engineering
Western Asset Management February 2008 - Present
Merrill Lynch September 2006 - February 2008
State Street 2004 - 2006
Skills
Derivatives, Mutual Funds, Fixed Income, Securities, Financial Services, Asset Management
Education
City University of New York-Brooklyn College 2000 — 2002
BS, Business Management and Finance
State Street October 2004 - Present
State Street August 2000 - October 2004
PIMCO May 1992 - July 2000
Citizens Mortgage December 1991 - May 1992
Bank of America May 1990 - December 1991
Culver's Construction Company May 1989 - May 1990
Skills
Fixed Income
Education
Chapman University, The George L. Argyros School of Business and Economics 1998 — 1999
MBA, Business Administration and Management, General
Westmont College 1985 — 1989
BA, Economics/Business
Osterweis Capital Management January 2014 - Present
Guidance Software October 2005 - January 2014
State Street November 2002 - August 2005
KPMG Consulting / Farrington Assoc. January 2002 - April 2002
Homeruns.com July 2000 - July 2001
Liberty Mutual Insurance May 1998 - July 2000
Digital Equipment Corporation 1995 - 1998
Skills
SQL, Oracle SQL, PL/SQL, C, C++, Python, VB.NET, ETL, Access, Litigation Support, Analytics, Microsoft SQL Server, Unix, Oracle, Databases, Business Intelligence, Software Documentation
Education
University of Massachusetts, Amherst 1994 — 1996
Master of Science, Electrical and Computer Engineering, 3.8
Central Connecticut State University 1987 — 1991
Bachelor of Science, Computer Science, 3.2
State of Connecticut December 2009 - Present
State Street February 2008 - November 2008
Education
Central Connecticut State University 2003 — 2006
Bach. Of Science, Finance
US Air Force Cyber /Netcentric Directorate May 2011 - Present
Accenture May 2010 - May 2011
Dextrys November 2006 - January 2009
... September 2004 - October 2006
State Street May 1996 - October 2003
First Data Corporation/Allmerica January 1994 - January 1996
Skills
SDLC
Education
Boston University 2009 — 2009
Business Process Improvement
Scrum Master certification training 2009 — 2009
Certified Scrum Master (CSM), Agile Project Management
University of Rhode Island 1985 — 1987
B.S.E.E, Electrical Engineering
University of Massachusetts Dartmouth 1976 — 1980
BFA
Clark University
Certification, Client/Server Technology
State Street November 2010 - August 2014
University of Massachusetts Boston October 2009 - August 2010
Chinese Students Scholars Association at University of Massachusetts Boston September 2009 - August 2010
University of Massachusetts Boston September 2009 - May 2010
Quincy Community Action Programs, Inc. January 2010 - April 2010
University of Massachusetts Boston September 2008 - May 2009
Skills
Valuation, Bloomberg, SQL, Fixed Income, Financial Reporting, Financial Modeling, Equities, VBA
Education
University of Massachusetts Boston 2010 — 2010
Master of Science, Finance
University of Massachusetts Boston 2008 — 2009
Master of Science, Accounting
Central South University 2002 — 2006
Bachelor of Business Administration, Management Information Systems
State Street October 2002 - December 2008
Skills
Trading, Mutual Funds, Options, Banking, Financial Services, Investments, Portfolio Management, Risk Management, Fixed Income, Equities, Asset Management, Securities, Capital Markets, Finance, Hedge Funds, Financial Markets, Wealth Management, Financial Analysis
Education
City University of New York-College of Staten Island
Economics
BMO Capital Markets March 2013 - Present
BMO Financial Group March 2010 - March 2013
State Street March 2008 - March 2009
State Street April 2003 - March 2008
State Street 2001 - 2003
State Street Bank 1998 - 2001
State Street Bank 1995 - 1998
First National Bank of Boston Canada 1994 - 1995
Skills
Financial Markets, CRM, Leadership, Equities, Foreign Exchange, Management, Asset-backed..., Business Process..., Electronic Trading
Education
McGill University 1990 — 1994
BCOMM, Accounting
CEGEP - John Abbott College 1987 — 1989
DEC in Commerce
State Street June 2014 - August 2014
UBS Investment Bank November 2009 - July 2013
Boston Analytics July 2008 - January 2009
Skills
Bloomberg, Equity Derivatives, Matlab, Microsoft Excel, Time Series Analysis, Alpha Generation, Backtesting, Optimization, Options, Options Strategies, Index Options, R, C++, Machine Learning, Statistics, Probability, Stochastic Calculus, Quantitative Research, Quantitative Investing, Asset Management, Asset Allocation, Monte Carlo Simulation, Structured Products, Financial Structuring, Statistical Data..., Data Analysis, Derivatives
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2014
MS, Computational Finance
Central Academy
Indian Institute of Technology, Roorkee
B.Tech, Metallurgy
Arena Capital Advisors May 2014 - Present
Ares Management August 2009 - April 2014
Deutsche Bank February 2007 - January 2009
State Street 2004 - 2007
PIMCO 2004 - 2007
Trilogy Financial Services 2003 - 2004
Education
Claremont McKenna College 1998 — 2002
BA, Economics
State Street April 2011 - Present
GAL Manufacturing Corp. June 2008 - April 2011
Skills
.NET, C#, Visual Studio, Windows, OOP, C, HTML
Education
City University of New York City College
Bachelor's degree, Computer Science
Johnson & Johnson May 2011 - Present
United Nations May 2010 - October 2010
K Technology, Inc. April 2004 - December 2009
State Street October 2001 - March 2004
State Street September 1999 - July 2000
Merrill Lynch February 1996 - July 1998
Skills
Finance, Financial Analysis, Financial Reporting, Forecasting, Mutual Funds, Analysis, Management, Process Improvement, Microsoft Excel, Portfolio Management, Business Analysis, Account Reconciliation, Accounting, Vendor Management, Project Management, General Ledger, Financial Statements, Investments, Managerial Finance
Education
City University of New York 1992 — 1995
BS, Accounting, Finance
Wellington Management 2011 - Present
New York Life Investment Management August 2010 - March 2011
State Street June 2003 - April 2010
Brown Brothers Harriman April 2001 - November 2002
Putnam Investments April 1999 - August 2000
BankBoston August 1998 - March 1999
Skills
User Acceptance Testing, Oracle, Risk Management, Management, Portfolio Management, Data Warehousing, Banking, SWIFT payments, Derivatives, Data Analysis, Capital Markets
Education
University of Massachusetts Boston 2010 — 2010
Case Western Reserve University
M.A.
Emmanuel College
B.A.
College Advising Corps July 2015 - Present
State Street August 2014 - July 2015
CVS Caremark Corporation June 2014 - August 2014
Plymouth Rock Assurance June 2013 - August 2013
Old Mutual Asset Management May 2012 - August 2012
Commonwealth Corporation March 2009 - August 2010
Brodeur Partners April 2010 - May 2010
Skills
Non-profits, Employee Relations, Organizational..., Team Building, Leadership Development, Microsoft Office, Nonprofits, Microsoft Excel, Research
Education
Centre College 2010 — 2014
Bachelor of Arts (B.A.), Government and Anthropology
Fenway High School 2008 — 2010
High School Diploma
State Street August 2006 - Present
Imagine Software February 1999 - August 2006
Education
Chalmers University of Technology 1992 — 1995
MScEE, Electrical Engineering
Cine Mosaic December 2010 - Present
State Street August 2010 - December 2010
State Street June 2007 - August 2009
Education
University of Richmond 2006 — 2010
BA, History, Film Studies
University of California, Los Angeles
Leiden University
Charles University in Prague
State Street April 2011 - Present
Currenex August 2010 - Present
Ballista Securities, LLC September 2008 - August 2010
Skills
Trading Systems, SQL, Equities, Data Center, Software Development
Education
City University of New York-Brooklyn College 2004 — 2008
B.S., Computer & Information Science
State Street 1996 - 2012
JPMorgan Chase 1995 - 1996
SEI 1990 - 1993
MIT 1980 - 1985
Barre Montpelier Times Argus 1973 - 1977
Education
Case Western Reserve University 1969 — 1973
BA - English Literature
Night Classes at Various schools
State Street April 2015 - Present
Citi August 2014 - April 2015
Barclays April 2014 - July 2014
Royal Bank of Scotland July 2013 - August 2013
American International Assurance June 2011 - August 2011
Haitong Securities August 2010 - September 2010
University of Illinois at Urbana Champaign Math department January 2010 - May 2010
Skills
VBA, R, Matlab, SQL, Python, Visual C++, Java, Microsoft Office, SAS Programming
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2013
Master of Science (M.S.), Finance
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science (B.S.), Applied Mathematics
State Street April 2011 - Present
State Street Bank October 2008 - April 2011
State Street March 2007 - November 2007
Perfect Touch Painting, LLC May 2005 - October 2007
Skills
Mutual Funds, Banking, Equities, Fixed Income, Financial Services, Bloomberg, Risk Management, Derivatives, Financial Analysis, Investments, Securities, Relationship Management, Business Analysis, Account Reconciliation, Accounting
Education
Central Connecticut State University 2005 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Keene State College 2001 — 2003
Bachelor of Science (B.S.), Biology, General
CIBC February 2014 - Present
TD Canada Trust February 2013 - February 2014
State Street February 2012 - October 2012
Cassels Brock & Blackwell LLP November 2011 - January 2012
CIBC June 2011 - November 2011
Celestica 2000 - 2009
Skills
Help Desk Support, System Deployment, Servers, Troubleshooting, SCCM, IT Management, Active Directory, DNS, Windows XP, SharePoint, Software Installation, Process Improvement, Citrix, LAN-WAN, Server Administration, Remote User Support, Network Services, VDI, Project Management, Product Development, Remote Administration, VMware, IT Operations, Windows 7, System Administration, TCP/IP, Infrastructure, Computer Hardware, vSphere, Altiris, Laptops, Hardware, Printers, Operating Systems, Network Administration, Technical Support, Blackberry Enterprise..., Group Policy, DHCP, VPN, Windows Server, Disaster Recovery, Blackberry, Microsoft Exchange
Education
Centennial College 2006 — 2008
System, Networking, and LAN/WAN Management, CCNA
CDI College 1996 — 1997
System / Network Administrator, Computer Systems Networking and Telecommunications
State Street April 2009 - Present
State Street January 2003 - April 2009
SunGard September 1999 - December 2002
Capital Group April 1994 - September 1999
Skills
Fixed Income, Derivatives, Equities, Securities, Bloomberg, Trading Systems, Financial Markets, Middle Office, Swaps, Experienced Business..., Project Management, Corporate Actions, Options, Bonds
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1995 — 1999
MBA
Iona College 1987 — 1991
Bachelors of Science, Computer Science & Mathematics
Canada Pension Plan Investment Board May 2008 - Present
State Street August 2005 - September 2007
Education
Concordia University
Bachelor, Economics
CEGEP - John Abbott College
Commerce
Wellington Management August 2012 - Present
State Street December 2011 - August 2012
State Street Investment Analytics August 2009 - November 2011
State Street Global Services June 2008 - August 2009
State Street Global Services January 2008 - June 2008
State Street Global Services August 2006 - January 2008
Education
Case Western Reserve University 2002 — 2006
Bachelor of Arts, Economics, Accounting, Finance
SS&C GlobeOp May 2015 - Present
Bank of New York Mellon 2011 - June 2015
State Street 2008 - 2011
Lehman Brothers 2007 - 2008
Citco Fund Services 2003 - 2007
Education
Brooklyn College 1997 — 2001
BS, Accounting
State Street 2007 - Present
Pre2Post 2003 - 2006
Info Solution Fuzion 2001 - 2003
Skills
End User Support, Computer Hardware, Windows Server, Desktop Management, Technical Support, Systems Management, Disaster Recovery, Active Directory, Data Center, System Administration, Servers, IT Service Management, Server Architecture
Education
Concordia University
B. Sc., Biology
John Abbott College
A.E.C., PC Technical Support
MFS Investment Management 2010 - 2015
MFS Investment Management 2008 - 2010
MFS Investment Management 2005 - 2008
State Street 2004 - 2005
State Street 2004 - 2004
State Street 2001 - 2004
EY 2000 - 2000
EY 1998 - 2000
Intel Corporation 1998 - 1998
Skills
Risk Management, Financial Services, Due Diligence, Business Strategy, Accounting, Internal Audit, Enterprise Risk..., Sarbanes-Oxley Act, Operational Risk, Financial Audits, Process Improvement, Auditing, Basel II, Financial Reporting
Education
Case Western Reserve University 1997 — 1998
Master of Business Administration (MBA), Banking and Finance
Northeastern University 1992 — 1997
BSBA, Accounting
Northeastern University 1992 — 1997
BSBA, Finance and Insurance
State Street April 2015 - Present
State Street July 2013 - April 2015
State Street August 2012 - July 2013
State Street August 2011 - August 2012
Skills
T-SQL, SQL, VBA, Visual Studio, .NET, HTML, CSS, C++, Perl, Unix, Performance Benchmarking, Benchmarking, IT Benchmarking, Microsoft Excel, Microsoft Word, Financial Analysis, Risk Management, Portfolio Management, Analysis, Financial Modeling
Education
Central Connecticut State University
Bachelor's Degree, Physics with Concentration in Mathematics