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.
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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 2007 - Present
Investors Bank & Trust 1996 - 2007
Skills
Financial Services, Fixed Income, Mutual Funds, Securities, Equities, Business Analysis, Vendor Management, SDLC, Investments, Hedge Funds, Program Management, Alternative Investments, Derivatives, Asset Management, IT Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2006
Master of Business Administration (MBA), Finance, General
University of Sussex 1988 — 1991
Bachelor of Arts (B.A.), Philosophy and Politics
City of Kansas City, MO June 2015 - Present
AFFORDABLE HOME PRODUCTS August 2014 - May 2015
Bolings February 2012 - August 2014
State Street June 2012 - November 2012
Lucky International Trading September 2010 - December 2011
DST Systems August 2007 - February 2010
Skills
Mutual Funds, Sales, Sales Operations
Education
Baker University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Missouri-Kansas City 2001 — 2006
Bachelor of Arts (BA)
Barstow School 1997 — 2001
High School Diploma
State Street August 2014 - Present
State Street May 2014 - August 2014
Naartjie Kids Clothing June 2011 - June 2014
AICPA 2014 - 2014
KU Religious Studies Department August 2011 - May 2013
KPMG US 2012 - 2012
University of Kansas August 2010 - May 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, Financial Accounting, Customer Service, Teamwork, Research, Access, Outlook, Public Relations, Data Entry, Data Analysis, Management, Financial Analysis, Public Speaking
Education
Baker University 2014 — 2016
Master of Business Administration (MBA), Accounting and Business/Management
University of Kansas 2009 — 2014
Bachelor of Science (BS), Accounting
McGladrey July 2010 - Present
The Leukemia & Lymphoma Society July 2012 - Present
H&R Block August 2008 - July 2010
RSM McGladrey April 2007 - August 2008
State Street 1999 - 2007
Wells Fargo September 1997 - April 1999
Skills
Program Management, Product Management, Business Process..., Strategic Planning, Process Improvement, Financial Analysis, Business Analysis, Risk Management, Financial Services, Vendor Management, Project Management, Portfolio Management, Finance, Business Process, Business Development
Education
Carleton College 1993 — 1997
BS
Baker University 2001 — 2002
MBA
Watertown-Mayer High School 1989 — 1993
Mammotome, a Division of Devicor Medical Products, Inc. May 2015 - Present
Smiths Medical August 2013 - May 2015
ADP May 2011 - August 2013
Envoy Mortgage January 2010 - May 2011
Bank Midwest April 2009 - January 2010
State Street May 2006 - April 2009
Skills
Sales, Human Resources, ADP Payroll, Payroll, Employee Benefits, Customer Service, Small Business, Salesforce.com, Talent Management, HRIS, Sales Operations, Networking, Management, Training, Medical Devices, Capital Equipment
Education
Baker University 2002 — 2006
Bachelor of Science, Business Management
J.P. Morgan October 2012 - Present
State Street April 2012 - October 2012
Charles Schwab December 2007 - March 2012
Skills
Financial Services, PeopleSoft, Outlook, Administrative..., Retirement, Employee Benefits, Microsoft Office, 10 Key, Account Reconciliation, Accounts Payable, Accounts Receivable, Billing Process, Client Service Oriented, Bookkeeping, Time Management, Critical Thinking, Organization, Multi Tasking, Team Building, Payroll
Education
Baker University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.8
University of Missouri-Kansas City 2007 — 2010
BLA, Economics, 3.0
Longview Community College 2005 — 2007
Associate of Arts (A.A.), Business Administration and Management, General, 3.0
State Street July 2013 - Present
the Deluxe Corporation April 2012 - July 2013
T-Mobile January 2007 - June 2012
DST Systems October 1998 - November 2005
Skills
Financial Services, Avaya, Windows, Active Directory, Telephone Skills, Lotus Notes, SharePoint, Project Management, Microsoft Word, Help Desk Support, Business Analysis, Direct Sales, CRM, Windows Server, PowerPoint, Wireless Networking
Education
Baker University 2012 — 2014
Bachelor of Business Administration (BBA), Business Administration, Management and Operations, 3.88
Johnson County Community College 2008 — 2012
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Kearney High School 1991 — 1994
AXIS Capital February 2013 - Present
Axis Capital September 2010 - February 2013
Chubb May 2007 - September 2010
State Street March 2006 - May 2007
State Street June 2005 - March 2006
Wells Fargo May 2004 - June 2005
Skills
Underwriting, Professional Liability, Property, Insurance, Liability, General Insurance, Excess, Inland Marine, Financial Analysis, Microsoft Excel, E, New Business Development, Business Strategy, Marketing, Errors, Homeowners, Risk Analysis, Liability Analysis, Commercial Lines, Property & Casualty..., Legal Liability, Commercial Insurance
Education
Baker University 2006 — 2008
MBA, International Business
University of Central Missouri 2000 — 2004
BSBA, Finance
Littler Mendelson May 2015 - Present
YRC Worldwide, Inc. February 2012 - May 2015
YRC Worldwide, Inc. February 2012 - January 2013
Commerce Bank October 2010 - February 2012
Commerce Bank August 2008 - October 2010
Kansas City Life May 2006 - August 2008
Security Benefit Life December 2004 - May 2006
State Street August 2003 - December 2004
Skills
Account Reconciliation, Cash Management, Sarbanes-Oxley Act, General Ledger, Auditing, Banking, Process Improvement, Internal Audit, Budgets, Financial Statements, Cash Flow Forecasting, Investments, Journal Entries, Corporate Finance, Accounting, Risk Management, Financial Analysis, Financial Reporting, Finance, Management
Education
Baker University 2007 — 2009
Graduate; Masters; B.S, Studies; Business Administration; Business Management
University of Missouri-Columbia, College of Business 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Tortoise Capital Advisors October 2012 - Present
Waddell & Reed June 2011 - October 2012
State Street June 2008 - June 2011
American Century Investments February 2007 - May 2008
American Century Investments July 2005 - February 2007
American Century Investments July 2003 - July 2005
American Century Investments April 2001 - July 2003
Skills
Investments, Mutual Funds, Equities, Investment Management, Investment Strategies, Bloomberg, Account Reconciliation, Marketing Communications, Product Marketing
Education
Baker University 2009 — 2011
MBA
The University of Kansas 1995 — 2000
Communications, Interpersonal and Organizational
AIG August 2015 - Present
UnitedLex Corporation August 2014 - July 2015
State Street August 2012 - August 2014
Pioneer Services February 2012 - August 2012
Pioneer Services May 2009 - February 2012
Commerce Bank March 2007 - May 2009
Skills
Microsoft Office 2007, Access, Oracle SQL, Toad, MS Project, Microsoft Excel, Retail Banking, Financial Analysis, Ad Hoc Reporting, Outlook, Data Analysis, SQL, Team Leadership, Highly detail oriented, Process Improvement, Mutual Funds, Portfolio Management, Financial Services, Securities, Investments, Finance, Banking, Financial Reporting, Business Process..., Project Management, Strategic Financial..., Bonds, Fund Administration, Management, Leadership, Forecasting, Accounting, Auditing, Microsoft Office, Customer Service, Analysis, Information Technology, Strategic Planning
Education
Baker University 2012 — 2014
Master of Business Administration (MBA), Information Systems
Baker University 2010 — 2012
Bachelors, Business Administration and Finance, 3.93
Longview Community College 2007 — 2009
Associates, Arts
Lee's Summit North High School 2003 — 2007
High School
UMB Fund Services, a division of UMB Bank, n.a. May 2010 - Present
State Street September 2005 - May 2010
U.S. Department of Commerce February 2003 - July 2003
Skills
Account Management, Customer Service, Analysis, Financial Services, Banking, Treasury Services, Global Custody, Automation, Financial Accounting, Collections, Derivatives, Pricing, Cash Flow Forecasting, Margin, FX trading, Visual Basic, Revolving Lines of..., Bank Loans, Hedge Funds, Mutual Funds, Money Market Funds, Bonds, Trading, CRM, Financial Analysis, Finance, Alternative Investments
Education
Baker University 2007 — 2009
MBA, Finance
University of Kansas 2004 — 2007
MA, Communications
Black & Veatch 2012 - Present
State Street 2007 - 2012
Skills
Budgets, Microsoft Excel, Project Planning
Education
University of Central Missouri 2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Baker University
Master's degree, Business Administration and Management, General
State Street December 2014 - Present
Pita Pit August 2014 - November 2014
Midway USA January 2014 - August 2014
Missouri Auto Auction May 2013 - November 2013
Missouri Auto Auction September 2012 - May 2013
Doug Cox Farms June 2006 - August 2012
Skills
Insurance, Leadership, Microsoft Excel, Public Speaking, Microsoft Word, Microsoft Office, Teamwork, Customer Service, Marketing, PowerPoint, Social Media, Time Management, Sales Management, Team Building, Team Leadership, Sales, Inventory Management, Strategic Planning, Process Improvement, Outlook, Financial Analysis, Communication, Logistics, Customer Satisfaction, Retail
Education
University of Missouri-Columbia 2012 — 2014
Bachelor of Arts in Economics, Economics
Baker University 2010 — 2012
Economics
Diamond Bar Investments June 2012 - Present
State Street June 2015 - September 2015
Bank Midwest November 2014 - June 2015
Pony Express Community Bank June 2013 - August 2013
Finish Line January 2013 - May 2013
Armstrong Construction March 2011 - March 2012
Skills
Energetic Leader, Collaborative Team..., Management, Teamwork, High Analytical Skills, Goal Oriented, Outstanding..., Close Attention to..., Extrovert, Microsoft Word, Public Speaking, Customer Service, PowerPoint, Sales, Leadership, Team Building, Time Management, Event Planning, Finance, Higher Education, Social Networking, Financial Analysis, Microsoft Office, Social Media, Microsoft Excel, Marketing, Analysis, Communication, Research
Education
Rockhurst University 2014 — 2015
Master of Business Administration (M.B.A.), Management, Entrepreneurship, Finance, 3.7 GPA
Kansas State University 2011 — 2014
Bachelor's degree, Business Administration and Management, General, 3.0 GPA
Baker University 2010 — 2011
Business Administration and Management, General
Coffeyville Community College 2009 — 2010
Business Administration and Management, General
Jefferson West High School 2005 — 2009
High School Diploma
State Street June 2000 - Present
DST Systems April 1998 - June 2000
Sprint October 1997 - April 1998
Bartlett and Company December 1996 - October 1997
Skills
Accounting, Fund Accounting, Pension Funds, Equities, Financial Services, Valuation, Financial Risk, Private Equity, Mutual Funds, Fixed Income, Bloomberg, Alternative Investments
Education
Baker University
Bachelor of Science (BS), Business Administration and Management, General
Louis Berger November 2009 - Present
TranSystems July 2008 - November 2009
State Street March 1998 - July 2007
Skills
Microsoft Excel, Budgets, Analysis, Microsoft Office, Customer Service, Microsoft Word, Program Management, Accounts Receivable, Project Planning, PowerPoint, Outlook, Invoicing, Account Reconciliation, Auditing, Financial Reporting, Process Improvement
Education
Baker University 2006 — 2008
MBA
Park University 2003 — 2006
Bachelor's degree
Polsinelli March 2014 - Present
Goodman Networks October 2012 - March 2014
State Street June 2006 - October 2012
Mercury Gymnastics, Inc. August 2000 - September 2012
North Kansas City Schools February 2004 - May 2006
Skills
Microsoft Excel, Financial Analysis, Corporate Budgeting, Revenue Forecasting, Invoicing, Financial Reporting, Financial Accounting, PowerPoint, Access Database, Editing, Persuasive Writing, Strategic Leadership, Performance Measurement, Organization &..., Building Relationships, Accounting, Budgets, Coaching, Forecasting, Fundraising, Investments, Leadership, Mutual Funds, Project Planning, SEC filings, Finance, Program Management, Analysis, Access
Education
Baker University 2007 — 2009
Master's degree, Business Administration and Management, General
Park University 2004 — 2006
Bachelor of Arts (B.A.), Business Administration/Finance
University of Missouri-Kansas City 2002 — 2004
Associate's degree, General Studies
American Century Investments February 2012 - Present
State Street May 2008 - February 2012
Skills
Excel, Outlook, Word, Trade Settlements, Financial Accounting, Lotus Notes, 10 Key, Settlement, Microsoft Word, Microsoft Excel, Portfolio Management, Financial Analysis
Education
Baker University 2010 — 2012
MBA
Northwest Missouri State University 2004 — 2008
Bachelors of Science, Business Marketing and Management
U.S. Department of Housing and Urban Development September 2014 - Present
Social Security Administration April 2010 - September 2014
State Street July 2008 - April 2010
State Street July 2007 - July 2008
State Street November 2005 - July 2007
Skills
Government, Business Analysis, International Project..., Event Planning, Legal Administration, Superior Client Service, Microsoft Excel, Microsoft Word, PowerPoint, Research, Budgets, Administrative Law, Analysis, Customer Service
Education
Baker University 2007 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Kansas State University 1999 — 2004
Bachelors of Science, Apparel and Textiles
Burns & McDonnell February 2014 - Present
Burns & McDonnell January 2013 - February 2014
State Street April 2012 - January 2013
State Street July 2010 - April 2012
State Street April 2010 - June 2011
State Street May 2009 - June 2010
State Street June 2008 - April 2009
Walgreens May 2007 - August 2007
Skills
Fund Accounting, Bloomberg, Account Reconciliation, Corporate Actions, Accounting, Financial Analysis, General Ledger, Microsoft Excel, Bloomberg Terminal, Access, Customer Service, Process Improvement, Outlook, Microsoft Word, Mutual Funds, Cash Management, Financial Accounting, Accounts Payable, Accounts Receivable
Education
Baker University 2008 — 2010
Master of Business Administration
University of Central Missouri 2004 — 2008
Bachelor of Science in Business Administration, Accounting
Gurtam Inc. July 2013 - Present
State Street February 2013 - June 2013
State Street October 2010 - February 2013
State Street November 2009 - September 2010
State Street April 2008 - October 2009
State Street September 2007 - March 2008
Skills
Business Analysis, Risk Management, Project Management, Equities, Change Management, Business Process..., Financial Analysis, Business Intelligence, Entrepreneurship, CRM, Vendor Management, Management, Finance, Requirements Analysis, Access, Requirements Gathering, Budgets, SharePoint, Financial Services, Analysis, Banking, Basel II, Credit Risk, Process Improvement, Financial Modeling, Strategy, Business Strategy, International Business..., SaaS
Education
Boston University 2009 — 2009
Certificate, Project Management
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA
U.S. Bank February 2013 - Present
U.S. Bank September 2011 - February 2013
State Street January 2008 - December 2008
Skills
Banking, Consumer Lending, Loans, Small Business Lending, Credit, Management, Branch Banking, Risk Management, Sales, Retail Banking, Lines Of Credit, Cross Selling, Branch Management, Deposits, Relationship Management, Credit Cards, Credit Risk, Loan Origination, Home Equity Lines of..., Home Equity Loans, Operational Risk..., Operational Risk
Education
Baker University 2002 — 2006
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Church of the Resurrection April 2015 - Present
State Street September 2005 - April 2015
Education
Baker University 2008 — 2010
Master of Business Administration (MBA)
Kansas State University 2000 — 2004
BS, History
Saint Paul's School of Theology
Master of Divinity (MDiv)
Benefit Trust Company October 2008 - Present
State Street October 2005 - October 2008
COMMERCE BANK January 2005 - October 2005
Commerce Bank June 1999 - January 2005
Skills
Mutual Funds, Cash, Employee Benefits, Trading, Client Service, Wealth Management, Investments, Funding, Brokers, Asset, Servicing, Customer Service, Retirement, Pensions, Reconciliation, Bonds, Money, 401k, Excel, Access, Account Reconciliation, Securities
Education
Baker University 2006 — 2008
MBA, Business
The University of Kansas 2002 — 2004
Bachelor, Psychology
Goldman Sachs August 2015 - Present
Waddell & Reed June 2013 - July 2015
State Street June 2012 - August 2012
State Street June 2011 - August 2011
Education
Baker University 2009 — 2013
Bachelor's Degree, Accounting and Finance
State Street July 2014 - Present
Fidelity Investments January 2007 - November 2013
Accenture 2004 - 2006
Cabot Corporation 2003 - 2005
Avid Technology 2000 - 2003
Procter & Gamble 1998 - 2000
EMD Millipore 1995 - 1998
Timberland 1993 - 1995
Banyan Systems 1990 - 1993
Skills
Strategy, Management Consulting, Business Process..., Strategic Leadership, Change Management, Program Management, Strategic Thinking, Financial Modeling, Forecasting, Business Strategy, Process Improvement, Business Analysis, Mergers, Finance, Financial Analysis, Asset Managment, Analytics, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2000
MBA
Merrimack College 1984 — 1989
Finance
Chelmsford High
Wells Fargo September 2014 - Present
State Street September 2013 - September 2014
CareCentrix October 2009 - November 2010
Critical Care Systems Inc. June 2008 - October 2009
Skills
Training, Management, Software Documentation, Auditing, Accounting, Invoicing, Policy, Healthcare, Insurance, Interviews, Coaching
Education
Kaplan University-Des Moines Campus 2012 — 2014
Master of Science in Accounting, Accounting - Audit, 3.4
Baker University 2005 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Baker University 1996 — 1998
Bachelor of Business Administration (BBA), Business Administration and Management, General
CCH, a Wolters Kluwer company August 2006 - Present
RH Donnelley October 2004 - July 2006
Fidelity Bank December 2003 - July 2004
U.S. AgBank April 2002 - December 2003
State Street May 2000 - April 2002
Skills
Financial Analysis, Financial Reporting, Accounting, Forecasting, Financial Modeling, Budgets, Variance Analysis, Process Improvement, Finance, General Ledger, Financial Accounting, Business Analysis, Account Reconciliation
Education
Baker University 2002 — 2004
MBA
The University of Kansas 1996 — 2000
BS, Business Admin and Finance
State Street April 2004 - Present
State Street November 1999 - April 2004
Skills
Bloomberg, Fund Administration, Global Custody
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1999
MBA, General Business Administration
University of Rhode Island - College of Business Administration 1987 — 1991
BS, Business Adminsitration
Swiss Re May 2013 - Present
State Street June 2010 - May 2013
State Street Bank May 2010 - June 2010
State Street July 2007 - May 2010
State Street July 2006 - July 2007
Skills
PAM for Securities, Microsoft Excel, Access, Microsoft Word, MBS, ABS, Corporate Finance, Bonds, Bond Pricing, NAV, Investments, Fund Accounting, Bond Funds, Muni, Bloomberg, Bloomberg Terminal, IDCAMS, Market Data, VBA, MSQuery, Vlookup, Sumif, MS Excel Pivot Tables, V Lookups, Agency MBS, SEC filings, SEC Financial Reporting, Swaps, Total Return Swaps, Currency Futures, Access Database, Conditional Formatting, 10 Key, Outlook
Education
Baker University 2009 — 2011
MBA, Business
University of Missouri-Columbia 2002 — 2005
Finance/Banking, Business
BofA Global Capital Management 2008 - Present
State Street 2001 - 2008
Fleet Bank 1998 - 2001
Fitch Ratings 1996 - 1998
Skills
ABS, Fixed Income, Credit Analysis, Portfolio Management, MBS, Capital Markets, Structured Finance, Asset Management, Bonds, Mutual Funds, Trading, Investments, Structured Products, Securitization, CMBS, Alternative Investments, Credit, Valuation, Risk Management, Bloomberg
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2003
MBA, Finance
Bentley University 1991 — 1995
BS, Finance
Custom Content Services January 2009 - Present
State Street August 1995 - March 2013
American Century Investments 1993 - 1995
Skills
Mutual Funds, Investments, Alternative Investments, Equities, Financial Services, Bloomberg, Fixed Income, Leadership, Portfolio Management, Strategic Planning, Series 7, Asset Allocation, Process Improvement, Finance, Derivatives, Risk Management, Securities, Management, Financial Analysis
Education
Baker University 1995 — 1997
MBA, Business Administration
William Jewell College 1989 — 1993
BS, Business Administration
SME
SME
Central Berkshire Habitat for Humanity 2014 - Present
Berkshire Bank 2014 - 2015
The Guardian Life Insurance Company of America 2003 - 2013
State Street 1996 - 2003
Skills
Financial Services, Securities, Mutual Funds, Fixed Income, Investments, Defined Contribution, Process Improvement, Retirement, 401k, ERISA, Compliance, Fund Accounting, Management, Project Management, Microsoft Excel, Microsoft Word, Microsoft Office, Access Database, Adobe Acrobat, Lotus Notes, Employee Benefits, Relationship Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Boston University 1991 — 1995
BS, Business Administration/Finance
State Street June 2013 - Present
Business and Finance Tutor January 2009 - Present
State Street February 2013 - June 2013
State Street February 2012 - February 2013
State Street February 2011 - February 2012
State Street August 2008 - February 2011
Boston Financial Data Services 2007 - 2008
University of Kansas Dining Services August 2003 - July 2007
Skills
Financial Analysis, Financial Reporting, Budgeting, Financial Accounting, Investments, Reconciliation, Bloomberg, Securities, Mutual Funds, Accounting, Cash Flow, SEC reporting, Compliance, Banking, Budgets, Internal Audit, Financial Statements, Analysis, Account Reconciliation, Finance, Fixed Income, Derivatives
Education
Baker University 2010 — 2012
MBA, Finance, Accounting
The University of Kansas 2003 — 2007
Bachelors of Science, Finance, Accounting, Business Administration
Maize High School 2000 — 2003
State Street October 2010 - Present
State Street 2000 - 2014
State Street 2000 - 2014
Skills
Mutual Funds, Bloomberg, Fixed Income, Equities, Fund Accounting, Derivatives, Securities, Hedge Funds, Investments, Fund Administration, Asset Managment, Portfolio Management, Corporate Actions, Global Custody, FX Options, Bloomberg Terminal, Financial Analysis
Education
Baker University
Master of Business Administration (MBA), 4.0
Missouri Western State University
Bachelor of Science (B.S.), Accounting and Finance
Barkley October 2014 - Present
RedStone Logistics July 2012 - October 2014
State Street May 2011 - July 2012
Cochran Head Vick & Co Certified Public Accountants December 2010 - January 2011
Jefferson's Restaurant September 2008 - December 2010
Cool Springs Animal Hospital June 2010 - August 2010
Dylan Corporate Services January 2009 - January 2009
Skills
Accounting, Leadership, Accounts Receivable, Accounts Payable, QuickBooks, Payroll, Invoicing, Tax
Education
Baker University 2007 — 2011
Bachelor's, Accounting
Mill Valley High School 2003 — 2007
Hollywood Casino at Kansas Speedway July 2014 - Present
Hollywood Casino at Kansas Speedway December 2011 - June 2014
State Street December 2005 - December 2010
State Street May 1999 - May 2005
State Street June 1987 - May 1999
Skills
Account Management, Bloomberg, Internal Controls, Process Improvement, Accounting, Analysis, General Ledger, Account Reconciliation, Training, Financial Analysis, Financial Accounting
Education
Baker University 1983 — 1987
Bachelor of Science, Accounting
Honeywell FM&T February 2013 - Present
State Street November 2012 - February 2013
US Bank September 2010 - November 2012
Union Bank September 2005 - January 2011
Kmart Corporation October 1999 - March 2006
Skills
Software Documentation, Credit Analysis, Branch Banking, Commercial Banking, Mortgage Lending, Process Improvement, Auditing, Small Business Lending, Policy, Training, Cross Selling, Credit Cards, Retail Banking, Credit, Financial Risk, Customer Service, AML, Cash Management, Credit Risk, Loans, Banking
Education
2002-2005Longview CollegeLee's
Associate's Degree, Arts
Baker University
Bachelors, Business Administration
State Street August 2014 - Present
Ong & Company CPA's May 2013 - August 2013
H & T Stop 2 Shop January 2004 - January 2013
H&R Block January 2012 - April 2012
Barton County Community College January 2008 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, English, QuickBooks, Outlook
Education
Baker University 2012 — 2014
Bachelor of Science (B.S.), Accounting and Business/Marketing, Senior
Barton County Community College 2008 — 2010
Associate's degree, Accounting, Sophomore
State Street Global Advisors March 2015 - Present
Simple Alternatives July 2014 - March 2015
John Hancock Investments January 2014 - June 2014
John Hancock Investments 2012 - December 2013
John Hancock Financial Services January 2011 - December 2012
John Hancock Investments May 2007 - December 2010
Columbia Management October 2006 - January 2007
State Street September 2005 - October 2006
Skills
Series 63, Series 7, Series 6, Mutual Funds, Series 65, FINRA, Uniform Combined State..., Retirement, Asset Allocation, Retirement Planning, 401k, Separately Managed..., Alternative Investments, Investment Advisory, Fixed Annuities, Investments, Securities, Wealth Management, Life Insurance
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Rollins College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Prism Financial Group, L.L.C. June 2015 - Present
Smart401k July 2012 - June 2015
Smart401k March 2011 - June 2012
State Street April 2009 - March 2011
Searcy Financial Services, Inc. July 2005 - December 2008
Skills
Retirement, 401k, Portfolio Management, Investments, Mutual Funds, Retirement Planning, Morningstar, Strategic Financial..., Asset Allocation, Financial Services, Wealth Management, Investment Advisory, Securities, Investment Strategies, Financial Advisory, Financial Planning
Education
Baker University
Bachelors of Business Administration, Business Administration
State Street June 2008 - Present
Kamins Real Estate April 2007 - September 2007
Skills
Microsoft Excel, Microsoft Word, Outlook, Bloomberg, HTML, PHP, CSS, Finance, Access, PowerPoint, Real Estate, Microsoft Office, VBA, Business Analysis
Education
Stanford University
Project Management
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
MBA
Fitchburg State University 2004 — 2008
BS, Business Administration
Global Financial Private Capital September 2009 - Present
Watson Wyatt Worldwide August 2008 - September 2009
Chestnut Hill Financial Group LLC May 2005 - August 2008
Fidelity Investments September 1998 - May 2005
Fidelity Investments September 1994 - September 1998
State Street September 1992 - September 1994
Bank of Boston 1986 - 1992
PepsiCo - Pepsi Beverages Company January 1983 - January 1986
Harris Corporation January 1981 - December 1982
Skills
Strategic Financial..., Investments, Asset Management, Mutual Funds, Retirement Planning, Portfolio Management, Financial Analysis, Asset Allocation, Series 7, Retirement, Wealth Management, Securities, Insurance, Fixed Annuities, Investment Strategies
Education
Babson College - Franklin W. Olin Graduate School of Business 1979 — 1980
MBA, Finance
Boston College 1975 — 1979
BA
Cigna August 2015 - Present
MetLife October 2014 - August 2015
MetLife October 2009 - October 2014
State Street July 2000 - July 2009
Skills
Underwriting, Employee Benefits, Customer Service, Microsoft Excel, Financial Risk, Health, Interviews, 10 Key, Microsoft Office, Microsoft Word, Negotiation, Organization, Office Administration, PowerPoint, Proofreading, Promotions, Profit, Risk Assessment, Valuation, Risk Management, Insurance, Finance, Life Insurance, Analysis, Leadership, Financial Analysis, Disability Insurance, Financial Services, Public Speaking, Team Building
Education
Baker University 2006 — 2007
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Bethany College 1996 — 2000
Bachelor of Arts (B.A.), Economics/Business and Communications
State Street May 2008 - Present
First National Bank of Olathe June 2007 - April 2008
Peoples Bank July 2006 - August 2006
Skills
Banking, Accounting, Microsoft Excel, Data Analysis, Finance, Outlook, Client Relations Skills, Financial Services, Marketing, Strategic Planning, Team Building, Investments
Education
Baker University 2002 — 2007
BA, Business: Finance and Economics
Baker University
Keller Williams Realty Diamond Partners March 2015 - Present
ServiceLink 2012 - 2015
Trimus Financial Services, LLC August 2009 - 2011
State Street May 2008 - August 2009
JPMorgan Chase July 1997 - May 2008
Skills
Financial Reporting, Accounts Receivable, Banking, Customer Service, Internal Audit, Management, Negotiation, Portfolio Management, Process Improvement, Risk Management, Business Analysis, Leadership, Investments, Vendor Management, Strategic Planning, Credit, Finance, Financial Analysis
Education
Baker University 2007 — 2009
Associates of Arts, Business Administration
Drake Anthony August 2004 - Present
Sherwin-Williams Paints April 2008 - February 2014
State Street May 1999 - May 2004
Transamerica Financial Life Insurance Company 1995 - 1999
Education
Johnson County Community College 1995 — 2009
AAS, Interior Design
Baker University 1999 — 2001
MSM, Management
University of Central Missouri 1990 — 1995
BSBA, Management
Commerce Bank June 2015 - Present
Commerce Bank July 2014 - June 2015
Commerce Bank July 2012 - July 2014
Commerce Bank September 2008 - July 2012
Commerce Bank September 2007 - September 2008
State Street July 2006 - September 2007
Skills
Commercial Banking, Credit Analysis, Commercial Lending, Credit, Loans, Banking, Credit Risk, Portfolio Management, Financial Analysis
Education
Baker University 2009 — 2011
MBA, Business Administration
University of Nebraska-Lincoln 2001 — 2006
Bachelor of Science, Business Administration
Metropolitan Community College-Kansas City June 2012 - Present
State Street August 2005 - May 2012
Skills
Fund Accounting, Mutual Funds, Fund Administration, Bloomberg, Global Custody, Managerial, Organizing, Planning, International Relations, Budget Monitoring, Department Budgeting, Budget Forecasts, Investments, Project Planning, Financial Analysis, Financial Reporting, Account Reconciliation, Fixed Income, Financial Services, Finance, Accounting, Facilities Operations, Financial Accounting, Financial Risk, Asset Management, Financial Modeling, Analysis, Risk Management, Securities, Customer Service, Microsoft Excel
Education
Baker University 2009 — 2010
Masters, Business Administration
Northwest Missouri State University 2003 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Moorhead Patterson & Company, P.C. May 2007 - Present
State Street 2004 - 2007
State Street March 2002 - June 2004
State Street 2000 - 2002
Skills
Individual Income Tax, Business Income Tax, Auditing, Reconciliation, General Ledger, Financial Reporting, Accounting, Tax, Financial Accounting, Financial Analysis, Account Reconciliation, Internal Controls, Finance, Budgets, Income Tax, Management, Customer Service, Strategic Planning
Education
Baker University 2002 — 2004
MBA
University of Iowa 1996 — 2000
BBA, Finance
Westfield Capital Management September 2011 - Present
State Street February 2009 - September 2011
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2017
Master of Business Administration (MBA)
Suffolk University - Sawyer Business School 2004 — 2008
BS/BA, Finance
Malden Catholic High School 2000 — 2004
State Street December 2013 - Present
State Street July 2011 - December 2013
State Street May 2010 - July 2011
State Street January 2009 - May 2010
State Street July 2007 - January 2009
American Cancer Society May 2007 - July 2007
Skills
Financial Analysis, Accounting, Financial Reporting, Finance, Risk Management, PowerPoint, Internal Audit, Customer Service, Team Building, Public Speaking, Research, Marketing, Coaching, Financial Accounting, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Training, Internal Controls, Mutual Funds, Fund Accounting, Fund Administration
Education
Baker University 2008 — 2010
MBA, Business Administration and Management, General
University of Pittsburgh 2002 — 2007
B.S. and B.A., Business with Finance concentration; Economics with Psychology minor
Citizens Bank June 2014 - Present
Grace Episcopal Church, Newton, MA April 2012 - May 2014
State Street April 2012 - November 2012
JRD 2009 - 2011
State Street Bank 2008 - 2009
State Street Bank 2004 - 2008
State Street 1994 - 2004
Skills
Risk Management, Risk, Credit, Credit Analysis, Credit Risk, Mutual Funds, Basel II, Financial Analysis, Financial Institutions, Compliance, Enterprise Risk..., CVA, Counterparty Risk, Data Analysis, Business Requirements, Requirements Gathering, Requirements Analysis, Problem Solving, Basel III, Financial Services, Risk Assessment, Capital Markets, SharePoint, Financial Risk
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1994
MBA, Finance
McGill University 1982 — 1986
BA, Geography
Central Bank Of Kansas City August 2015 - Present
Great Southern Bank May 2014 - July 2015
State Street August 2013 - April 2014
State Street October 2012 - April 2014
State Street Bank December 2010 - October 2012
State Street February 2009 - June 2010
State Street July 2008 - January 2009
New Theater Restaurant June 2007 - December 2007
Abercrombie and Fitch May 2004 - August 2004
Skills
Microsoft Excel, Management, Training, Accounting, Fundraising, Time Management, Financial Analysis, Financial Modeling, Investments, Banking, Trading, PowerPoint, Microsoft Office, Mutual Funds
Education
Baker University 2010 — 2012
MBA, Business
William Jewell College 2004 — 2008
•Bachelor of Science in Business Administration •Bachelor of Science in Psychology, •Emphasis in Business: Entrepreneurial Leadership
Harlaxton College 2007 — 2007
Business, Psychology
St. Thomas Aquinas
Cognizant Technology Solutions October 2014 - Present
UBS Investment Bank October 2014 - Present
State Street August 2010 - May 2013
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2014
Master of Business Administration (MBA)
Providence College 2006 — 2010
State Street April 2015 - Present
State Street Corporation December 2004 - Present
Computershare June 2004 - December 2004
Skills
Equities, Fixed Income, Mutual Funds, Fund Accounting, Management, Financial Services, ETFs, Fund Administration, Investments, Asset Management, Client Services, Securities, Bloomberg
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2011
MBA
University of Massachusetts Dartmouth 2000 — 2004
Bachelor, Business Information Systems
MidCountry Financial Corp March 2014 - Present
HNTB August 2011 - December 2013
State Street July 2008 - August 2011
UMB Bank July 2006 - June 2008
The Walt Disney Company January 2006 - May 2006
Skills
Microsoft Office, Oracle E-Business Suite, iCIMS, Human Resources, Training, Management, Process Improvement, Analysis, Customer Service, Program Management, Interviews, Employee Relations, HRIS, Performance Management, Applicant Tracking..., Onboarding, Recruiting, Customer Satisfaction, Personnel Management, College Recruiting
Education
Baker University 2009 — 2011
MBA, Business and Human Resources
University of Missouri-Kansas City 2005 — 2007
Bachelor's degree, Business Administration
Missouri State University 2003 — 2004
aPriori September 2011 - Present
aPriori July 2009 - May 2011
aPriori January 2006 - July 2009
Oracle June 2005 - January 2006
ProfitLogic August 2002 - June 2005
ProfitLogic January 1999 - August 2002
ProfitLogic April 1998 - January 1999
State Street June 1994 - April 1998
Skills
Product Management, Marketing Strategy, Enterprise Software, SaaS, Leadership, Product Lifecycle..., Strategy, Professional Services, Start-ups
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Worcester Polytechnic Institute
BS
State Street September 2011 - Present
Skills
Requirements Gathering, Functional..., Testing, Excel, Word, PowerPoint, Business Analysis, Telecommunications, Requirements Analysis, Requirements Management, Software Requirements, System Testing, Systems Analysis, Requirements..., Usability Testing, User Acceptance Testing, Test Management, Manual Testing, SWIFT messaging, Mainframe, Documentation, Document Management, Access, Data Analysis, Bug Tracking, Microsoft Office, Outlook, Lotus Notes, Change Management, Project Implementation, Requirements..., Problem Solving, Process Improvement, Microsoft Word, Software Documentation, SDLC, Business Requirements, Business Process, Visio, Analysis, Business Process..., Corporate Actions, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1993
MBA, General
College of the Holy Cross 1980 — 1984
BA, Economics
Boston College High School 1976 — 1980
English
Roxbury Latin School
State Street June 2008 - Present
Projsoft, LLC 2007 - 2008
OpenPages 2005 - 2007
OpenPages, Inc. 2003 - 2005
Bonaire Software Solutions, LLC 2000 - 2003
Parametric Technology Corporation (PTC) 1998 - 2000
Parametric Technology Corporation (PTC) 1994 - 1998
Parametric Technology Corporation (PTC) 1990 - 1994
Skills
Enterprise Risk..., Product Management, Technical Leadership, Start-ups, Business Analysis, Project Management, Team Leadership, Management, Cross-functional Team..., Consulting, SDLC, Business Process, Software Development, Risk Management, Requirements Gathering, IT Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Cumballa Hill High School
Hyderabad Public School Ramanthapur
Jawaharlal Nehru Technological University
B.Tech., Mechanical Engineering
University of Massachusetts, Amherst
M.S., Manufacturing Engineering
Raytheon March 2000 - Present
State Street May 1998 - March 2000
UMass Lowell December 1995 - March 1998
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2007
MBA
Springfield College 1992 — 1996
Bachelor of Science (B.S.), Sports Management
Fidelity Investments April 2010 - Present
Fidelity Investments April 2009 - April 2010
State Street Global Markets June 2006 - April 2009
JPMorgan Chase September 2004 - June 2006
Penson Financial Services February 1999 - August 2004
Berry, Dunn, McNeil & Parker July 1998 - January 1999
SunGard Financial Systems 1996 - 1998
SunGard Financial Systems 1994 - 1996
State Street 1991 - 1994
Skills
FINRA Licences Series..., Strategy, Risk Management, Start-ups, Management, Leadership, Process Improvement, Outsourcing, Portfolio Management, Financial Services, Finance, Banking, Investments, Equities, Strategic Planning, Fixed Income, Securities, Hedge Funds, Trading, Investment Banking
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1998
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Merrimack College 1986 — 1991
Bachelor of Science(B.S.) - Business Administration, Finance and Financial Management Services
Boston College High School 1982 — 1986
State Street May 2012 - Present
State Street May 2007 - May 2012
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance, General
University of Massachusetts, Amherst
Bachelor of Arts (BA), Economics
Fidelity Investments October 2007 - Present
State Street 2006 - 2007
Fidelity Investments June 1998 - September 2006
Boston Financial Data Services 1996 - 1997
Skills
SDLC
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2005
MBA
Syracuse University 1994 — 1998
BS, MIS and Marketing
Syracuse University - Martin J. Whitman School of Management 1994 — 1998
Duxbury High School
State Street April 2008 - Present
Bank of New York Mellon January 1998 - November 2007
Mellon Financial Corporation July 1990 - January 1998
The Boston Company March 1988 - July 1990
Skills
Global Custody, Mutual Funds, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Bentley University
BS, General Business
KPMG US April 2015 - Present
KPMG US February 2014 - March 2015
KPMG LLP November 2006 - January 2014
Rasky Baerlein Strategic Communications May 2000 - November 2006
The Stop & Shop Supermarket Co. July 1999 - May 2000
American Heart Association August 1998 - December 1998
State Street May 1996 - August 1998
Skills
Marketing Communications, Marketing Strategy, Market Research, Public Relations, Business Strategy, Corporate Communications, Business Development, Project Management, Competitive Analysis, Marketing, Marketing Management, Integrated Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2014
MBA, Global Management
Marist College
Bachelor of Arts (B.A.), Political Science
Office Depot July 2015 - Present
Office Depot February 2014 - June 2015
Roosevelt University September 2007 - May 2014
OfficeMax November 2008 - February 2014
OfficeMax May 2006 - November 2008
Click Commerce 2005 - 2006
Prairie Business Credit 2003 - 2005
Grant Thornton April 2002 - April 2003
State Street 1992 - 2002
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Treasury Services, Treasury, Management Accounting, Financial Operations, Business Analysis, credit card fraud, Fraud Detection, Payments, Credit Cards, Gift Cards, Mobile Payments, Financial Modeling, International Accounting, Fixed Assets, Accounts Receivable, Accounts Payable, Retail, Mutual Funds, Banking, Financial Services, Tax, Forecasting, Access, Finance, Internal Controls, Internal Audit, General Ledger, Sarbanes-Oxley Act, Cash Management, Account Reconciliation, GAAP, Sarbanes-Oxley, CPA, SEC filings, US GAAP, Cost Accounting, Credit Card Fraud, Leadership, Mergers, Cross-functional Team...
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2001
Master of Business Administration (MBA), Finance, General
University of Massachusetts Lowell 1988 — 1992
BS, Accounting
Marian High School
Wells Fargo 2014 - Present
State Street 2010 - 2014
Deutsche Asset Management 2000 - 2010
Fidelity Management & Research Company May 1999 - August 1999
Pell Rudman 1996 - 1998
BayBank 1995 - 1996
Boston Financial Data Services 1994 - 1995
Skills
Fixed Income, Middle Office, Equities, Bloomberg, Derivatives, Mutual Funds, Project Management, Business Analysis, Management, Vendor Management, Asset Management, Process Improvement, Demand Management, Program Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA
Colgate University 1990 — 1994
CenturyLink November 2014 - Present
CenturyLink December 2011 - Present
SRS - State of Kansas June 2010 - December 2011
Citi December 2009 - June 2010
State Street February 2009 - December 2009
First Group October 2008 - December 2008
Sprint June 2007 - March 2008
Embarq May 2005 - June 2007
Sprint March 2002 - May 2005
Sprint April 1997 - February 2002
Skills
Forecasting, Leadership, Analysis, Budgets, Variance Analysis, Finance, Financial Modeling, Accounting, Program Management, Financial Analysis, Strategy, Financial Reporting, Management, Account Reconciliation, Auditing, Accounts Receivable, Pricing, Process Improvement
Education
Baker University 2004 — 2005
Iowa State University 1994 — 1996
BS, Accounting
Iowa State University - College of Business 1994 — 1996
B.S., Accounting
University of Iowa
Forge Investment Capital December 2013 - Present
PDDC Corporation January 2011 - Present
Merrill Lynch November 2009 - December 2010
PDDC Corporation June 2007 - December 2010
State Street 2008 - 2009
Skills
Financial Modeling, Bloomberg, Corporate Finance, Alternative Investments, Valuation, Fixed Income, Mergers & Acquisitions, Investments, Finance, Strategic Financial..., Business Strategy, Equity Valuation, Financial Forecasting, Economic Forecasting, Microsoft Excel, Capital IQ, Wealth Management, Fixed Income Analysis, M&A Modeling, Risk Management, Credit Risk, Mergers, Cash Management, Investment Banking, Private Equity, Due Diligence, Capital Markets, Financial Analysis, Financial Reporting
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2013
Master of Business Administration (M.B.A.)
University of Massachusetts at Lowell 2004 — 2007
Finance, Economics
State Street June 1989 - Present
Skills
Mutual Funds, Asset Management, Securities, Fixed Income, Fund Accounting, Equities, Financial Services, Bloomberg, Alternative Investments, Hedge Funds, Corporate Actions, Global Custody, Derivatives, Fund Administration, Investments, Capital Markets, Investment Management, Middle Office
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1998
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1985 — 1989
BS, Business Administration
Fairchild May 2015 - Present
Excelitas Technologies April 2014 - May 2015
Stream Global Services June 2013 - April 2014
Lionbridge May 2012 - May 2013
Lionbridge July 2010 - May 2012
State Street July 2007 - July 2010
State Street October 2005 - July 2007
State Street July 2003 - October 2005
Skills
Investments, Financial Analysis, Certified Treasury..., Debt Management, Global Cash Management, Equities, Derivatives, Financial Services, Budgets, Training, Banking, Cash Management, Bloomberg, Finance, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2008
MBA
Stonehill College 1999 — 2003
BS, Business Management
State Street March 1995 - Present
Skills
Fund Administration, Mutual Funds, Fund Accounting, Fixed Income, Bloomberg
Education
Baker University 2007 — 2009
MBA, Business Administration
Missouri Western State University 1990 — 1994
B.S.B.A., Accounting/Management
EASE for You April 2012 - Present
State Street 1992 - 2010
Federated Investors 1990 - 1992
NEM Re-Insurance 1989 - 1990
Madison Hotel 1987 - 1989
Skills
Process Scheduler, Financial Analysis, Negotiation, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
Fairleigh Dickinson University-College at Florham
Bachelor of Science (B.S.), Accounting
Duquesne University 1983 — 1984
Accounting
State Street June 2014 - Present
Chugani Ventures, Inc. March 2013 - Present
RBS Citizens Group 2012 - 2013
RBS Citizens Financial Group 2011 - 2012
Chugani Ventures, Inc. 2009 - 2011
Fidelity Investments 2002 - 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2002 - 2005
Variant Technologies/Aegis Global Partners 2000 - 2002
Skills
Risk Management, Vendor Management, Process Improvement, Program Management, Project Portfolio..., Requirements Analysis, Project Management, Business Process..., Change Management, Management, Business Strategy, Strategic Planning, Product Management, IT Strategy, Offshoring, Leadership, Relationship Management, Executive Leadership, Multi-Site/Global..., Process Engineering, Business Plan..., Mobile & Online Product..., Product Roadmap..., Financial Services &..., Applications Software..., Waterfall Development..., Agile Methodology, Program/Project..., KPI Development &..., Software Development, Client Relations Skills, Technology..., Information Security, Business Analysis, Strategy, Business Development
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
Boston University
Bachelor of Arts (BA)
Cornell University - Johnson Graduate School of Management
Business Strategy
Waddell & Reed January 2013 - Present
Waddell & Reed October 2011 - Present
Waddell & Reed January 2010 - October 2011
State Street January 1999 - September 2003
Skills
Mutual Funds, Series 7, Learning Management, Learning Management..., Content Development, Training, Training Delivery, Management, Series 66, Life & Health Insurance..., Business Analysis, Customer Service, Financial Services, Process Improvement, Leadership, Strategic Planning
Education
Baker University 2009 — 2011
Master of Business Administration (MBA), 4.0
Central Missouri State University 1996 — 1998
Bachelor of Science (B.S.), Economics
University of Missouri-Columbia 1995 — 1996
Viracor-IBT Laboratories, Inc. December 2013 - Present
Viracor-IBT Laboratories January 2013 - December 2013
The University of Kansas Cancer Center July 2012 - January 2013
PRA International September 2010 - July 2012
PRA International September 2008 - September 2010
PRA International December 2007 - August 2008
State Street December 2005 - December 2007
Skills
Biotechnology, Budgets, CRO, Clinical Development, CTMS, Clinical Research, GCP, Clinical Trials, Microsoft Excel, ICH-GCP, Oncology, Microsoft Word, Pharmaceutical Industry, Proposal Writing
Education
Baker University 2008 — 2009
MBA
Pittsburg State University 2002 — 2005
BBA, Business Administration
Santander Holdings USA June 2015 - Present
Santander Bank, N.A. March 2014 - Present
J.P. Morgan February 2010 - March 2014
J.P. Morgan February 2008 - February 2010
J.P. Morgan August 2007 - February 2008
State Street May 2006 - August 2007
PricewaterhouseCoopers May 2005 - July 2005
The Gillette Company 2003 - 2003
The Gillette Company 2003 - 2003
The Gillette Company 2002 - 2003
Skills
Fund Accounting, Mutual Funds, Bloomberg, Fixed Income, Securities, Equities, Derivatives, Swaps, Investments, Valuation, Financial Services, Microsoft Excel
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2015
Master of Business Administration (MBA), Investments and Securities, Business Analytics
Northeastern University 2001 — 2006
Bachelor of Science, International Business Administration; International Business and Finance Spanish Language Track
Wilton High School 1998 — 2001
Manulife Asset Management May 2013 - Present
State Street January 2007 - May 2013
Skills
Financial Services, Mutual Funds, Fixed Income, Equities, Bloomberg, Corporate Actions, Securities, Investments, Asset Management, Alternative Investments, Derivatives, Investment Management, Portfolio Management, Hedge Funds, Fund Accounting
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2006
Master of Business Administration (M.B.A.)
University of Vermont 1990 — 1995
Bachelor of Science (BS), Business Administration and Management, General
State Street November 2011 - Present
State Street September 2010 - October 2011
State Street March 2007 - September 2010
State Street March 2005 - March 2007
State Street March 2004 - March 2005
DST Systems October 2002 - March 2004
Education
Baker University 2007 — 2009
MBA, Masters of Business Administation
Emporia State University 1998 — 2002
Bachelors, Bachelors of Science in Business
Wellington Management 2004 - Present
State Street 1997 - 2004
Skills
Asset Management, Bloomberg, Process Improvement, Securities, Financial Services, Investments, Derivatives, Fixed Income, Equities, Alternative Investments, Analysis, Risk Management, Portfolio Management, Investment Management, Hedge Funds, Financial Analysis, Asset Allocation, Capital Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2002
MBA
Bentley University 1993 — 1997
BS, Management
Ashby Elementary
School name:
State Street April 2014 - Present
TripAdvisor September 2013 - March 2014
Babson College June 2012 - August 2012
Bright Horizons January 2012 - May 2012
Wannado City January 2010 - January 2011
Walt Disney World January 2008 - December 2008
Skills
Event Planning, Event Management, Marketing, Team Leadership, Microsoft Office, Marketing Communications, Facebook, Marketing Research, Microsoft Excel, Marketing Strategy, Social Media, Entrepreneurship, Market Research, Blogging, SEO, Online Marketing, Email Marketing, Brand Development, Business Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2013
MBA
Florida International University - College of Business Administration 2003 — 2007
Bachelor of Business Administration (BBA), Marketing and International Business
Instituto Andes de Caracas 1994 — 2003
State Street September 2011 - Present
State Street December 2006 - September 2011
Education
Baker University
Master of Business Administration (MBA)
State Street
Skills
Bloomberg, Mutual Funds, Global Custody, Equities, Investments, Fixed Income
Education
Baker University
The University of Kansas
State Street October 2012 - Present
State Street October 2010 - October 2012
State Street September 2003 - October 2010
State Street April 1999 - September 2003
Commercial Federal Bank November 1996 - April 1999
Skills
Mutual Funds, Financial Analysis, Banking, Corporate Actions, Finance, Equities, Financial Services, Securities, Fixed Income, Insurance
Education
Baker University 2006 — 2008
Master of Business Administration (M.B.A.)
Missouri State University 1991 — 1998
Bachelor of Science (BS), Finance
Keurig Green Mountain, Inc. October 2014 - Present
Olympus 2012 - 2014
New England Pension Consultants 2007 - 2010
State Street 2006 - 2007
Skills
Market Research, Entrepreneurship, Marketing Strategy, Competitive Analysis, Strategy, Forecasting, Business Development, Business Strategy, Marketing, E-commerce, Product Management, Portfolio Management, Finance, Product Marketing, Market Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
MBA, Marketing & Corporate Entrepreneurship
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Arts, Communications & Economics (Minor)
Income Research + Management October 2014 - Present
Income Research + Management May 2013 - October 2014
State Street Global Advisors July 2011 - May 2013
FinArc Investment Management September 2010 - December 2010
State Street June 2008 - May 2010
Skills
VBA, SQL
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
MBA, Concentration in Finance and Investments
University of Massachusetts Dartmouth 2004 — 2008
Bachelor of Science, Business Management
Bond University
Semester Abroad
State Street May 2006 - Present
Statestreet Corporation May 2006 - December 2011
Skills
Fund Accounting, Investment Operations, Fund Administration, Financial Analysis, Fund Of Funds, Account Reconciliation, Hedge Funds, Bloomberg, Transfer Agency, Mutual Funds, Financial Statements, Axys, Financial Reporting, Accruals, Corporate Actions, Accounting, Global Custody, Financial Accounting, General Ledger, Cash, Risk Management
Education
Baker University 2009 — 2011
MBA, Accounting, 4.0
Park University 2001 — 2006
BA in Management, Accountant, 4.0
Lakewood Ranch Insurance, Inc. December 2005 - Present
State Street October 1990 - July 2000
Bank of New England/Investors Bank and Trust 1988 - 1990
EF Hutton/ Shearson 1984 - 1988
Skills
Sales, Strategic Planning, Commercial Insurance, Investments, Property & Casualty..., Insurance, Public Speaking, Marketing, Mutual Funds, New Business Development, Risk Management, Retirement Planning, Financial Services, Financial Analysis, Sales Management, Business Analysis, Strategic Financial..., Portfolio Management, Executive Management, Team Building, Leadership, Banking
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Simmons College
BA, Management, Psychology
Winchester High School
Coventry Health Care, an Aetna Company July 2013 - Present
State Street June 2011 - July 2013
State Street October 2006 - June 2011
State Street August 2005 - October 2006
Americo Financial Life and Annuity August 2004 - July 2005
Bankers Life and Casualty June 2003 - August 2004
Education
Baker University 2009 — 2011
Master, Business Administration
Kansas State University 1999 — 2003
B.S., Finance
Imperial PFS March 2014 - Present
Louis Dreyfus Commodities December 2012 - March 2014
Digital Ally Inc. January 2011 - November 2012
State Street March 2008 - January 2011
UPS June 2007 - February 2008
Skills
Process Improvement, Accounting, Auditing, Microsoft Excel, Financial Analysis, Forecasting, General Ledger, Financial Reporting, Financial Accounting, Accounts Payable, Account Management, Budgets, Account Reconciliation, SEC filings, Sarbanes-Oxley Act, Internal Controls
Education
Baker University 2003 — 2007
Bachelor of Science, Business Management
State Street May 2006 - Present
Education
Baker University 2009 — 2011
MBA, Accounting
State Street January 1999 - July 2015
Education
Baker University 2006 — 2008
Master of Business Administration (MBA)
Central Missouri State University 1994 — 1998
BS, Business Administration and Management, General
Cerner Corporation May 2011 - Present
State Street October 2009 - May 2011
State Street May 2006 - October 2009
State Street October 2003 - May 2006
State Street October 2002 - October 2003
State Street July 2001 - October 2002
DST Systems May 2001 - July 2001
DST Systems April 1998 - May 2001
DST Systems February 1997 - April 1998
DST Systems May 1995 - February 1997
Skills
Business Analysis, Requirements Analysis, Integration, Business Intelligence, Requirements Gathering, IT Strategy, Agile Methodologies, Data Warehousing, Business Process, Healthcare Information...
Education
Baker University
Master of Business Administration (M.B.A.)
Kansas State University
Bachelor of Science in Business Administration, Accounting and Finance
KeyBank Real Estate Capital October 2013 - Present
KeyBank Real Estate Capital December 2010 - Present
State Street January 2005 - December 2010
Education
Baker University 2006 — 2008
Master of Business Administration (M.B.A.)
Emporia State University 1999 — 2001
Bachelor's degree, Accounting
State Street August 2000 - July 2011
Education
Baker University 2007 — 2009
Master of Business Administration (MBA)
Kansas State University 1995 — 2000
Bachelor of Science (BS), Accounting
Toys R Us June 2014 - Present
Toys R Us November 2013 - June 2014
Toys R Us September 2012 - November 2013
Toys R Us August 2011 - September 2012
State Street January 2008 - May 2011
State Street May 2005 - January 2008
Skills
Analytics, Business Strategy, Forecasting, Financial Analysis, Cross-functional Team..., Strategy, Budgets, Management, Leadership, Retail, Data Analysis, Financial Modeling, Competitive Analysis, Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2011
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science (BS), Mathematics and Economics
Andover High School