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
Pioneer Investments January 2015 - Present
State Street July 2013 - January 2015
Apex Systems November 2012 - June 2013
REI April 2012 - November 2012
REI July 2009 - November 2012
Recover Records April 2011 - September 2011
PBG Wireless January 2005 - January 2007
Skills
Customer Satisfaction, Customer Acquisition, Microsoft Office, Viral Marketing, Personal Development, Personal Training, Social Media Marketing, Leadership, Team Building, Teamwork, Business Strategy, Networking, Customer Service, Technical Recruiting, Requirements Analysis, Internet Recruiting, Staffing Services, Contract Negotiation, Contract Recruitment, Screening, Screening Resumes, Permanent Placement, Human Resources, Social Networking, Applicant Tracking..., Account Management, Entrepreneurship, Hiring, Information Technology, Management, Sales
Education
University of Massachusetts at Lowell
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Minutemen Equity Fund September 2014 - Present
Isenberg School of Management, UMass Amherst January 2014 - Present
Babson Capital Management June 2015 - August 2015
State Street August 2014 - November 2014
Liberty Mutual Insurance June 2014 - August 2014
Isenberg School of Management, UMass Amherst January 2014 - May 2014
TGI Fridays June 2013 - January 2014
Abercrombie & Fitch November 2010 - August 2013
Skills
Microsoft Excel, Access, PowerPoint, Teamwork, Microsoft Office, Investments, Valuation, Communication Skills, Data Analysis, Presentation Skills, Bloomberg
Education
University of Massachusetts, Amherst 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Economics Double Major, 3.8 GPA
NetSuite December 2012 - Present
Oracle February 2010 - December 2012
Thomson Reuters 2004 - 2009
State Street 2003 - 2004
Education
University of Massachusetts, Amherst 1999 — 2003
B.A., Economics
EZOPS Inc. April 2015 - Present
Brown Brothers Harriman August 2014 - April 2015
State Street March 2013 - July 2014
University of Massachusetts September 2011 - May 2014
BJ's Wholesale Club May 2012 - August 2012
AAMCO Transmissions and Total Car Care May 2011 - September 2011
Skills
Microsoft Excel, Financial Analysis, Leadership, Time Management, Accounting, Data Analysis, Training, Finance, Organizational Structure, Corporate Finance, Inventory Management, Management, Analysis, Budgets, Stock Market, Stock Trading, Accounts Receivable, Investments, Financial Modeling, Teamwork, Pay Close Attention to..., Critical Thinking, Think On My Feet, Economics, Creativity, Innovator, Equity Research, Equity Trading, Sales
Education
Isenberg School of Management 2010 — 2014
Bachelor Of Science, Finance; Corporate Finance & Risk Management
University Of Massachusetts 2010 — 2014
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law, Graduate
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Corporate Finace & Risk Management, Graduate
William Blair & Company June 2015 - Present
University of Massachusetts Amherst September 2013 - December 2014
State Street September 2012 - December 2014
Stifel Financial Corp. June 2014 - August 2014
Brook Venture Partners December 2013 - January 2014
Asset Management Resources, LLC May 2013 - September 2013
Duxbury Financial, LLC May 2013 - September 2013
Zolio Inc March 2013 - May 2013
The Cooperative Bank of Cape Cod May 2012 - September 2012
Skills
Bloomberg, Adobe Creative Suite, Pro Engineer, Autodesk Maya, Microsoft Excel, VBA, Foreign Currency, Derivatives, Financial Modeling, Point and Figure..., Finance, Maya, Investments, Portfolio Management, Venture Capital, Microsoft Office, PowerPoint, Microsoft Word, Equities, Customer Service, Public Speaking, Social Media, Investment Banking, Time Management, Financial Analysis, Teamwork, Mergers & Acquisitions, Private Equity, Economics
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor's Degree, Finance
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Arts (B.A.), African-American/Black Studies
State Street September 2015 - Present
UMass Campus Recreation September 2013 - May 2015
Highway One, LLC May 2014 - August 2014
Bottle & Cork May 2014 - August 2014
Rusty Rudder May 2013 - August 2013
Outlet Liquors May 2013 - August 2013
Maplewood Country Day Camp June 2011 - August 2012
Pires Landscaping April 2008 - August 2012
Skills
Microsoft Excel, Microsoft Word, Management, Microsoft Office
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor's Degree, Finance, Corporate Finance Concentration
Euro-Pro (creator of the Shark and Ninja brands) April 2015 - Present
State Street 2013 - April 2015
TD Bank July 2011 - 2013
AU Bon Pain September 2008 - November 2010
CVS Pharmacy July 2006 - November 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Banking, Windows, Social Media, Retail Banking, Social Networking, Sales, Data Entry, Time Management, Credit, Management
Education
University of Massachusetts at Lowell 2008 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Burlington high school
Burlington high school
State Street January 2015 - Present
University of Massachusetts Lowell May 2014 - December 2014
University of Massachusetts Lowell August 2012 - December 2014
Skills
Microsoft Office, Financial Analysis, Investment Strategies, Financial Reporting, Financial Calculations, Team Leadership, Advising People, Superior Work Ethic, Consistency, Microsoft Excel, Public Speaking, Finance
Education
University of Massachusetts Lowell 2011 — 2014
Bachelor's Degree, Finance and Management, 3.087
Eastern Mountain Sports October 2013 - Present
Student Conservation Association May 2015 - 2015
State Street March 2013 - August 2013
Gallatin Valley YMCA June 2012 - August 2012
UMass Lowell September 2008 - June 2012
Center for Student Coastal Research May 2011 - August 2011
The North and South Rivers Watershed Association 2011 - 2011
Skills
Community Outreach, Research, Public Speaking, Teaching, Microsoft Office, Program Development, Sustainability, SPSS, Higher Education, Grant Writing, Customer Service, Time Management, Statistics, Data Analysis, Matlab, Gel Electrophoresis, Program Evaluation, Qualitative Research, HAZWOPER, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Leadership, Environmental Science, Team Building, Environmental Awareness, Environmental Issues, Microbiology, Biology, Marine Biology, Invertebrate Zoology, Outdoor Education, Earth Science
Education
University of Massachusetts at Lowell 2008 — 2012
Bachelor of Science (B.S.), Environmental Science
State Street December 2014 - Present
State Street November 2013 - December 2014
State Street February 2013 - November 2013
Skills
Financial Analysis, Accounting, Corporate Finance, Banking, Financial Accounting, Account Reconciliation, Budgets, Finance, Investments, Business Analysis, Investment Banking, Microsoft Office, Microsoft Excel, Due Diligence, Bloomberg, Financial Services
Education
University of Massachusetts at Lowell 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
State Street September 2015 - Present
Unum - IDI Business Operations May 2014 - September 2015
State Street September 2012 - May 2014
Skills
Spanish, Collaborative Working, Disability Insurance, Microsoft Office, Microsoft Excel, Customer Service, Access, Underwriting, Collaborative..., Time Management, Microsoft Word, Organizing, PowerPoint, Research, Management, Economics, Social Media, Punctual, Partnerships
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Arts (B.A.), Economics Major & Spanish Minor
The Bromfield School 2007 — 2010
High School Diploma
State Street March 2015 - Present
State Street November 2013 - Present
Skills
Public Speaking, Microsoft Office, Strategic Planning, Organization, Leadership, Team Leadership, Money Management, Customer Service, Microsoft Excel, Finance, Customer Satisfaction, Time Management, Teamwork, Research, Data Analysis, Teaching, Project Management, Advertising, Access, Analysis, Outlook
Education
University of Massachusetts at Lowell 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.65/4.0 GPA
University of Massachusetts at Lowell 2006 — 2011
Bachelor of Business Administration (BBA), Finance, General
State Street July 2011 - Present
Donelan's Supermarkets Inc. - Acton September 2010 - September 2011
Donelan's Supermarket's Inc. June 2003 - September 2010
Merrimack Valley Venture Forum May 2008 - November 2008
University of Massachusetts, Lowell September 2007 - May 2008
Skills
Customer Service, Financial Services, Finance, Equities, Mutual Funds, Derivatives, Financial Futures, Options, Microsoft Excel, Account Management, Management
Education
University of Massachusetts at Lowell 2005 — 2010
BSBA, Marketing
State Street August 2015 - Present
Santander Bank, N.A. May 2012 - Present
Bank of America 2006 - 2012
3Com 2005 - 2006
John Hancock Financial Services 1999 - 2005
Skills
Compliance, AML, Investigations, Risk Management, Risk Assessment, Regulatory Compliance, Fraud, Internal Audit, Private Investigations, Due Diligence, Policy, Bank Secrecy Act, OFAC, Governance, USA PATRIOT Act, Auditing, KYC, Financial Risk, Anti Money Laundering, Investigation
Education
University of Massachusetts at Lowell
Bachelor of Science, Criminal Justice
LinkedIn 2015 - Present
J.P. Morgan June 2014 - August 2014
FX Helpers May 2013 - August 2013
Ramapo Country Day Camp May 2011 - August 2013
State Street January 2013 - May 2013
Greenberg, Walden & Grossman, LLC January 2008 - August 2012
Skills
Microsoft Office, Public Speaking, Time Management, Research, Microsoft Excel, PowerPoint, Teamwork, Outlook, Data Analysis, Critical Thinking, Customer Service, Social Media, Facebook, Microsoft Word, Social Networking
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Economics, Junior
Dwight Englewood School 2007 — 2011
City of Boston April 2009 - Present
State Street June 2014 - August 2015
Skills
Teamwork, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Public Speaking, Time Management, Access
Education
University of Massachusetts Lowell 2014 — 2016
Bachelor's Degree, Criminal Justice, Junior
Bryant University 2013 — 2013
Bachelor's Degree, Finance, General
Boston Latin Academy 2009 — 2013
High School
State Street November 2012 - June 2013
State Street January 2008 - November 2012
State Street 2006 - 2008
DiVito’s Restaurant January 1996 - April 2005
Skills
Communication, Long-term Customer..., troubleshooter, Hands-on Problem Solver, Project Management, Organizational..., Research, Analytical Background, Oral & Writing Skills, Organizational &..., Office 2010, Bloomberg Terminal, Microsoft Excel, Portfolio Management, Corporate Actions, Wealth Management..., Wealth Management, Fund Accounting, Mutual Funds, Fixed Income, Investments, Financial Reporting, Cash-handling, Securities, Bonds, Superior Client Service, International Exchange, International Transfers, Trading, Troubleshooting, Sales, Customer Service, Finance, Financial Services, Microsoft Office, Social Networking
Education
ITT TECHNICAL INSTITURE - WOBURN, MA 2001 — 2003
Associate's degree, Computer Systems Networking and Telecommunications
University of Massachusetts at Lowell 1999 — 2001
State Street May 2015 - Present
State Street September 2014 - May 2015
University Museum of Contemporary Art September 2013 - May 2014
Skills
Economic Modeling, Business Statistics, Microsoft Excel, Social Media, Microsoft Word, Access, Editing, Pricing Analysis, Economic Data Analysis, Economic Forecasting, Bookkeeping, Adobe Creative Suite, HTML, CSS, Expression Web, Microsoft Access, Report Writing, Solo Piano, Sight Reading
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Science (B.S.), Resource Economics
North Quincy High School 2007 — 2010
Akamai Technologies December 2014 - Present
Hayes Management Consulting June 2014 - December 2014
USDA February 2014 - May 2014
State Street January 2013 - February 2014
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Data Analysis, Leadership, Accounting, Financial Reporting, Analytics, Business Analysis, Budgets, Forecasting, Financial Modeling, Statistics, Organization
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Business Administration (BBA)
Mansfield High School 2006 — 2010
High School
State Street June 2013 - August 2013
The Children's Place November 2011 - August 2012
Skills
Financial Accounting, Financial Analysis, Microsoft Office, MS Project, Visio, Access, Financial Reporting, Accounting, Project Management, Customer Service, Entrepreneurship, Budgets, Finance, Start-ups
Education
University of Massachusetts at Lowell 2010 — 2014
Bachelor of Science (B.S.), Finance
Chelmsford High School 2006 — 2010
State Street 2007 - 2014
Investors Bank & Trust May 2006 - July 2007
Investors Bank & Trust April 2004 - May 2006
Investors Bank & Trust March 2002 - April 2004
Investors Bank & Trust January 2000 - March 2002
Skills
Compliance, Mutual Funds, ETFs, Analysis, Financial Services, Close Attention to..., Process Improvement, Fund Administration, Fund Accounting, Microsoft Excel, Securities, Equities, Fixed Income, Regulatory Filings, Investments, Financial Reporting, Data Analysis, Bloomberg
Education
University of Massachusetts Lowell
Bachelor's Degree, Business Administration Accounting
ClearBridge Technology Group October 2010 - Present
State Street August 2006 - October 2010
Skills
Cloud Computing, Virtualization, VMware, EMC Storage, Project Management, Microsoft Exchange, Recruiting, Technical Recruiting, Professional Services, Storage, System Administration, Enterprise Storage, Disaster Recovery, Account Management, SharePoint, High Availability, Networking, SAN, Windows Server, Staffing Services, Applicant Tracking..., Active Directory, Business Intelligence, Microsoft Technologies, VMware ESX, NAS, Storage Area Networks, Hardware, Infrastructure, Servers, Consulting, Information Security, Data Center
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Science (BS), Economics
Tewksbury Memorial High School 1998 — 2002
State Street July 2014 - Present
Boston University April 2008 - Present
New England Development February 2014 - April 2014
American Tower July 2012 - June 2013
American Tower January 2011 - September 2012
American Tower September 2006 - January 2011
American Tower May 2006 - September 2006
Dracut Public Schools September 2005 - May 2006
Prime Title Services, Inc May 2002 - January 2005
Coravos Real Estate July 2000 - May 2002
Skills
Contract Negotiation, Analysis, Telecommunications, Wireless, Process Improvement, Westlaw, Contract Management, Data Analysis, Vendor Management, Project Management, Leases, Microsoft Office, Real Estate, SharePoint, Asset Management, Auditing, Acquisitions, Data Entry, Legal Writing, Managing Workflow, Storage Virtualization, Document Integration, Oracle Applications, Performance Measurement, Straight Line, KPI Reports, Abstraction, Fas13, Supervision, Account Reconciliation, Metrics Reporting, OCR, Quality Auditing, Process Excellence, OASIS, National Naming..., CPI, Teacher Training, Paralegals, Eagle Scout 1981, Massachusetts Real..., Document Review, Legal Documents, Legal Research, Lexis, Commercial Real Estate, MRI Software, Lease-ups, Lease Audit, Negotiation
Education
University of Massachusetts at Lowell
Bachelor of Arts (BA), Political Science and Government/ Minor in Math
University of Massachusetts at Lowell 2001 — 2002
Certificate in Paralegal Studies, Paralegal Studies
Massachusetts School of Law 2004 — 2005
Law
Interactive Data January 2014 - Present
Interactive Data July 2008 - January 2014
State Street August 2007 - June 2008
State Street July 2006 - August 2007
Skills
Mutual Funds, Production Support, Trading Systems, Bloomberg, Securities, Requirements Gathering, Lotus Notes, Analysis, Visio, Corporate Actions, Requirements Analysis, Disaster Recovery, SharePoint, Incident Management, Microsoft Excel, Financial Services, Market Data, Electronic Trading, Equities, Financial Markets, Trading, Process Improvement, ITIL
Education
University of Massachusetts Lowell 2001 — 2006
Bachelor of Science (BS), Finance and Marketing
Takeda Oncology June 2013 - Present
Millennium Pharmaceuticals July 2009 - November 2013
Non Profit 1999 - 2009
State Street January 1987 - December 1999
Skills
Program Management, Oncology, Marketing, Process Improvement, Management, Fundraising, Pharmaceutical Industry, Biotechnology, Nonprofits, Cancer, Budgets, Team Building, Healthcare, Leadership, Event Planning, Clinical Trials, Drug Development, Public Relations, Grants, Patient Education, Patient Advocacy
Education
University of Massachusetts, Amherst 1982 — 1986
BS, Natural Resource Economics
Wells Fargo January 2015 - August 2015
Santander Bank, N.A. August 2014 - November 2014
Natick Green Condominium April 2014 - July 2014
JPMorgan Chase January 2014 - January 2014
State Street May 2013 - September 2013
State Street November 2012 - April 2013
State Street July 2011 - April 2012
The Boston Company Asset Management (Division of BNY/Mellon) February 2003 - January 2009
John Hancock 1999 - July 2002
Skills
Access, Fund Accounting, Bloomberg, Settlements, Excel, Microsoft Excel, Settlement, Investments, Fixed Income, Business Analysis, Mutual Funds, Financial Services, Strategic Financial..., Process Improvement, Equities, Securities, Portfolio Management, Derivatives, Trading, Analysis, Accounting, FX Options, Banking, Financial Modeling, Corporate Actions, Relationship Management, Account Reconciliation, Asset Management, Financial Reporting, Financial Planning, Data Analysis
Education
University of Massachusetts, Amherst
B.B.A., Business & Marketing
IBM July 2014 - Present
IBM June 2013 - January 2014
State Street January 2013 - June 2013
University of Massachusetts Amherst September 2012 - May 2013
University of Massachusetts Amherst January 2012 - May 2013
Insulet Corporation May 2011 - August 2011
Tufts Medical Center July 2009 - August 2011
Skills
Data Analysis, Microsoft Excel, Public Speaking, Research, PowerPoint, Teamwork, Leadership, Microsoft Office, Event Planning, Financial Analysis, Access, Outlook, Customer Service, Statistics, Financial Reporting, Analytics, Business Analysis, Business Transformation, Consulting
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Arts (B.A.)
Christ University 2012 — 2012
Study Abroad
Jumpstart September 2013 - May 2014
State Street July 2013 - August 2013
U.S. Securities and Exchange Commission July 2012 - August 2012
Save-A-Lot May 2011 - April 2012
Skills
Microsoft Office, Pay Close Attention to..., Organized Multi-tasker, Kindness, Motivated self-starter
Education
University of Massachusetts Lowell 2013 — 2017
Bachelor of Science Business Administration (BSBA), Accounting
State Street October 2014 - January 2015
Isenberg School of Management, UMass Amherst September 2014 - December 2014
AXA July 2014 - September 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Research, Teamwork, Data Analysis, Accounting, HTML, JavaScript, Stata
Education
University of Massachusetts, Amherst 2011 — 2016
Bachelor of Business Administration (BBA), Finance, 3.867
CyberGrants October 2014 - Present
Brown Brothers Harriman August 2007 - October 2014
Brown Brothers Harriman August 2004 - August 2007
State Street January 1999 - August 2004
Skills
Mutual Funds, Equities, Global Custody, Fixed Income, Securities, Financial Services, Fund Accounting, Derivatives, Investments, Business Analysis, Relationship Management
Education
University of Massachusetts Lowell 1993 — 1998
Bachelor of Science, Finance
Eagle Investment Systems 2015 - Present
Softrax February 2012 - October 2014
State Street June 2000 - February 2012
Vinny T's 2000 - 2010
Vinny T's 2000 - 2010
Skills
Business Analysis, Financial Reporting, Analysis, Customer Relations, Systems Analysis, Visio, Business Intelligence, SDLC, Data Analysis, SQL, Software Project..., Process Improvement, SharePoint, Requirements Analysis
Education
University of Massachusetts at Lowell 1995 — 2000
BS, Finance
Stoughton High 1992 — 1995
High School Diploma
John Wiley and Sons June 2011 - Present
John Wiley and Sons February 2006 - June 2011
State Street September 2004 - January 2006
Skills
Graphic Design, Client Communication, Sound Production, Adobe Creative Suite, Public Relations, New Media, Financial Accounting, Vendor Relations, Customer Relations, Advertising, Recording, Sound Mixing, Integrated Marketing, Content Development, Quality Assurance, Process Improvement, Negotiation, Direct Mail, Analytical Skills, Quality Control, CRM, Multimedia, Illustrator, Web Content Management, B2B, Inventory Management, Content Management, Digital Marketing, Press Releases, SEO, Retail, Photography, Product Marketing, Organization, Management, Publications, Digital Media, Copy Editing, Online Advertising, Copywriting, Magazines, Print Management, Publishing, Online Publishing
Education
University of Massachusetts Lowell 2006 — 2007
Multimedia Applications Certificate, Graphic Design
University of Massachusetts Lowell 2001 — 2004
Bachelor's Degree, Political Science
CDPHP May 2014 - Present
State Street October 2013 - March 2014
Carrier Corporation February 2011 - October 2013
PAREXEL August 2009 - November 2010
Tufts Health Plan June 2008 - August 2009
Boston College 2007 - 2008
ACI Worldwide 2005 - 2007
PFPC 2000 - 2005
Oracle 1998 - 2000
CPS Direct, Inc. 1996 - 1998
Skills
Data Warehouse..., Business Intelligence, Master Data Management, ETL Architecture, Enterprise Data..., Business Objects, Data Integration, Data Modeling, Data Quality, Data Warehousing, Databases, Dimensional Modeling, ETL, Enterprise Data, Oracle, Software Development
Education
UMass Lowell
Bachelor of Science (BS), Information Systems
EY July 2014 - Present
State Street September 2012 - May 2014
UMass Amherst Residence Life August 2012 - January 2013
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor's Degree, BBA - Accounting
University of Massachusetts, Amherst 2010 — 2014
Bachelor's Degree, BS - Resource Economics
Pioneer Investments March 2013 - Present
Boston Private Bank November 2009 - March 2013
State Street 2007 - 2009
Skills
Bloomberg, BondEdge, APX, SEI Trust 3000, Fixed Income, Barclays Point, BlackRock Aladdin, Asset Management, Securities, Investments
Education
Suffolk University - Sawyer School of Management 2010 — 2012
MSF, Finance
University of Massachusetts Lowell 2003 — 2007
Bachelor, Finance and Management
Comrex Corporation June 2014 - Present
Citrix December 2012 - May 2014
State Street June 2011 - July 2012
Skills
PHP, JavaScript, Web Development, HTML, C++, C Programming, Unix, Linux, Qt, Qt Creator
Education
University of Massachusetts at Lowell 2010 — 2014
Bachelor of Science (BS), Computer Science
State Street June 2014 - Present
State Street June 2013 - August 2013
Rose and Vickis June 2010 - May 2013
Whitbeck's Treescape June 2010 - August 2012
P.A. Landers Farm LLC June 2009 - August 2012
Lukes Liquors June 2008 - August 2008
Skills
Economics, Time Management, Microsoft Office, Critical Thinking, OS X, Dependable Team Player, Critical Analysis, Stata, Statistics
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Arts (B.A.), Economics
Moss Adams LLP February 2014 - Present
UCLA Health September 2013 - January 2014
Dana-Farber Cancer Institute December 2011 - August 2013
State Street October 2010 - December 2011
Skills
Microsoft Excel, Customer Service, Healthcare, Accounting, Microsoft Office, Microsoft Word, Management, PowerPoint, Finance, Leadership, Auditing, Financial Reporting, Community Outreach
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Arts, Economics, Marketing/Management, Chinese
HP Hood 2009 - Present
HP Hood 2003 - 2008
Charlton Group 1997 - 2003
State Street 1994 - 1997
Woodbury and Company 1990 - 1994
Skills
Networking, Windows Server, Disaster Recovery, Servers, VMware, SAN
Education
University of Massachusetts, Amherst 1985 — 1990
BS, Computer and Information Science
Oxford High School 1980 — 1985
Computer Programming
State Street July 1994 - Present
Nashoba Valley Ski Area November 2005 - February 2010
Killington December 2002 - June 2003
Skills
Internal Controls, Analysis, Financial Services, Internal Audit, Financial Risk, Auditing, Bloomberg, Portfolio Management, Risk Assessment, Banking, Fund Accounting, Mutual Funds, Securities, Leadership, Business Continuity..., Compliance
Education
University of Massachusetts at Lowell 1990 — 1994
Bachelor of Science in Business Administration, Accounting
Essence August 2015 - Present
MediaVest September 2014 - August 2015
MediaVest May 2013 - September 2014
Exclusive Concepts 2012 - 2013
Overdrive Interactive 2012 - 2012
State Street 2011 - 2012
Tollman Capital Partners 2010 - 2011
Commonwealth Creative Associates 2009 - 2010
Nowspeed 2009 - 2009
451 Marketing 2008 - 2008
Skills
Social Media Marketing, Lead Generation, PPC, Google Analytics, Online Advertising, SEM, Social Media, Email Marketing, Digital Marketing, SEO, Web Analytics, Integrated Marketing, Marketing Strategy, Google Adwords, Omniture, Facebook, Web Marketing, Marketing, Keyword Research, Strategy, Copywriting, Start-ups
Education
University of Massachusetts, Amherst
Bachelors, Marketing & Communication
The TJX Companies, Inc. August 2015 - Present
Nextgengolf, Inc December 2013 - August 2015
State Street August 2012 - May 2014
Minuteman Golf Association April 2012 - May 2014
'47 Brand August 2012 - September 2013
New England PGA April 2012 - September 2013
Skills
Team Leadership, Microsoft Office, Social Networking, Facebook, Google, Twitter, Final Cut Pro, Photoshop, Phone Sales, Telemarketing, Customer Service, Research, Budgets, Social Media, Microsoft Word, PowerPoint, Social Media Marketing
Education
University of Massachusetts, Amherst 2011 — 2015
Business
Isenberg School of Management 2010 — 2015
Bachelor of Business Science, Sport Management
Shrewsbury High School 2007 — 2011
EMC July 2015 - Present
Isenberg School of Management, UMass Amherst September 2014 - May 2015
UMass Ski 'N Board Club May 2014 - May 2015
State Street January 2014 - May 2015
Spotify September 2013 - December 2013
Bokx 109 American Prime May 2013 - August 2013
Falconi Energy September 2008 - August 2013
Southborough Recreation Dept. September 2009 - June 2012
Skills
Microsoft Office, Microsoft Excel, Teaching, Lesson Planning, Elementary Education, Critical Thinking, Financial Analysis
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Financial Analyst Concentration, 3.89
Bit9 + Carbon Black November 2014 - Present
ZeroTurnaround June 2014 - October 2014
State Street June 2013 - August 2013
Education
University of Massachusetts Lowell 2010 — 2014
Bachelor of Science in Business Administration, Management
EMC, Commonwealth, CIT 2009 - Present
Autodesk 2008 - 2009
State Street 2005 - 2008
EMC 2003 - 2004
Fidelity Investments 1999 - 2002
Skills
Strategy, Leadership, SaaS, Business Strategy, IT Strategy, Executive Management, Strategic Planning, Business Development, Management, Enterprise Software, Strategic Partnerships, Integration, Mergers & Acquisitions, Business Process..., Cloud Computing, Business Planning, Product Management, Business Analysis, CRM, Consulting, Marketing Strategy, Relationship Management, Mobile Applications, Marketing, Go-to-market Strategy, Thought Leadership, Start-ups, Leadership Development, Management Consulting
Education
Boston University
Master of Science (MS), Innovation and Technology
University of Massachusetts at Lowell
Bachelor of Science (BS), Computer Science
Neighborhood Health Plan February 2015 - Present
Senior Whole Health 2012 - January 2015
State Street November 2010 - October 2011
Northwestern Mutual June 2010 - May 2011
State Street June 2008 - August 2008
Skills
Bloomberg, Financial Analysis, Financial Modeling, Accounting, Fund Accounting, Strategic Financial..., Financial Reporting, Risk Management, Financial Accounting, Auditing, Microsoft Excel, Portfolio Management, Data Analysis, Access, Finance, Corporate Finance, Analysis, Budgets, Insurance, Valuation, Leadership, Private Equity, US GAAP, PowerPoint, Internal Controls, Process Improvement, Account Reconciliation, Business Analysis, Due Diligence, Internal Audit
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor's in Business Administration, Accounting
State Street February 2013 - Present
CVS Caremark Corporation 2008 - February 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Exchange, Mac OS, Windows, Computer Building, Financial Reporting
Education
UMass Lowell
Bachelor of Science in Business Administration, Finance, General
Breckinridge Capital Advisors January 2015 - Present
Breckinridge Capital Advisors October 2012 - January 2015
Breckinridge Capital Advisors November 2011 - October 2012
State Street October 2010 - November 2011
State Street May 2008 - October 2010
Boston Ultimate Disc Alliance June 2009 - August 2010
Skills
Customer Service, Microsoft Office, Account Reconciliation, Process Improvement, Microsoft Excel, Credit Analysis, Municipal Bonds, Client Service Oriented, Analysis, Finance, Client Management, Trade Support, Credit Research - Fixed..., Fixed Income, Bloomberg, Financial Analysis, Investments, Bonds, Mutual Funds, Equities, Trading
Education
University of Massachusetts, Amherst 2003 — 2007
BDIC, Business Management
State Street September 2013 - Present
Endicott College February 2013 - June 2014
Cassiopae January 2010 - February 2013
Submillimeter Wave Technology Labs May 2012 - August 2012
Skills
Desktop Computers, C, Microsoft Excel, Microsoft Office, PowerPoint, Research
Education
University of Massachusetts Lowell 2010 — 2013
Bachelor of Science (B.S.), Physics
State Street January 2015 - Present
Boston Moves Real Estate August 2014 - Present
Hotel Umass September 2013 - May 2014
Boston Sports Apparel April 2013 - 2014
Harvard University Libraries July 2011 - August 2013
East Boston Central Catholic School July 2012 - August 2012
Skills
Research, Microsoft Office, PowerPoint, Management, Access, Sales, Microsoft Word, Time Management, Social Media, Event Planning, Editing, Teamwork, Public Speaking, Microsoft Excel, Customer Service, Data Analysis, Leadership, Communication
Education
University of Massachusetts, Amherst 2013 — 2017
Natural Resource Economics
Boston Latin School 2007 — 2013
High School Diploma
Johnson & Johnson August 2015 - Present
State Street September 2013 - May 2015
Novartis June 2013 - August 2013
EXPRESS May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Photoshop, Social Media, Public Speaking, English, Retail, Time Management, Strategic Partnerships, Sales
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Science (BS)
Juliana's Italian Kitchen June 2012 - Present
State Street January 2013 - August 2014
Skills
Social Media, PowerPoint, Corporate Social..., Public Speaking, Finance, Fundraising, Public Relations, Marketing Communications, Event Management, Microsoft Office, Budgets, Microsoft Excel, Management, Analysis
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Finance
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Science (BS), Mathematics
General Dynamics Information Technology September 2013 - Present
United States Air Force April 2011 - Present
State Street March 2012 - September 2013
Global Spectrum; Mullins Center October 2007 - October 2010
Skills
SIGINT, Entertainment, Leadership, Risk Management, Military, Security Clearance, Strategic Planning, Microsoft Excel, Microsoft Office, Analysis, Visual Basic, Operations Management
Education
University of Massachusetts at Lowell 2013 — 2013
Bachelor of Science (B.S.), Information Technology
University of Massachusetts, Amherst 2006 — 2010
BBA, Finance
March of Dimes January 2015 - Present
March of Dimes July 2014 - January 2015
March of Dimes January 2014 - July 2014
Lia Sophia Jewelry February 2010 - January 2012
State Street February 2007 - April 2010
State Street February 2005 - February 2007
State Street June 2003 - February 2005
State Street 2000 - 2003
Brandon Hall School August 1998 - September 2000
Skills
Event Planning, Community Outreach, Customer Service, Fundraising, Management, Nonprofits, Public Speaking, Social Media
Education
University of Massachusetts, Amherst 1994 — 1998
BA, English
State Street April 2015 - Present
Cerebral Palsy of Massachusetts September 2014 - Present
University of Massachusetts Amherst September 2013 - September 2014
Skills
Project Management, Team Management, Microsoft Office, Employee Training, Report Writing, Organization Skills, Microsoft Word, PowerPoint, Microsoft Excel, Foreign Languages, Leadership
Education
University of Massachusetts, Amherst 2012 — 2016
Bachelor of Arts (B.A.), Dual Degrees: Economics and Legal Studies
State Street August 2014 - Present
Glossa Engineering June 2010 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Leadership, Strategic Planning, Project Management, Microsoft Word, PowerPoint, Finance, Teamwork
Education
University of Massachusetts, Amherst 2012 — 2016
Bachelor's Degree, Economics
Mansfield High School 2008 — 2012
High School Diploma
Merrimac Tile Company LLC June 2013 - Present
Wachovia Securities Financial Network November 2003 - June 2004
State Street November 2000 - November 2003
Boston Financial Data Services January 1998 - November 2000
Putnam Investments February 1995 - January 1998
Skills
Finance, Management, Sales, Team Leadership, Accounting, Project Management
Education
University of Massachusetts Lowell 1992 — 1996
Liberal Arts and Sciences/Liberal Studies
BNY Mellon April 2011 - Present
State Street December 2008 - April 2011
Skills
Financial Analysis, Fund Accounting, Mutual Funds, Fixed Income, Equities, Financial Reporting, Hedge Funds
Education
University of Massachusetts Lowell 2002 — 2007
Bachelor of Business Administration (BBA), Finance, General
State Street December 2014 - Present
Rue La La June 2014 - August 2014
The Golf Learning Center of New England June 2011 - August 2013
Skills
Leadership, E-commerce, Accounts Payable, Business Strategy, Online Retail, Landscaping, Mathematics, PeopleSoft, Statistics, Finance, Marketing, Public Speaking, Social Media, Social Networking
Education
University of Massachusetts, Amherst 2012 — 2016
Bachelor of Science (BS), Mathematics and Statistics, 3.81 Cumulative GPA
University of Massachusetts, Amherst 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
ClearBridge Technology Group June 2013 - Present
After Dark Boston January 2003 - Present
Robert Half Technology September 2011 - December 2012
Seven Step Recruiting April 2011 - August 2011
Logix, Inc 2010 - 2011
State Street March 2006 - February 2008
Circuit City January 2003 - February 2006
Skills
Customer Relations, Hiring, Teamwork, Technical Recruiting, Sourcing, Negotiation, Recruiting, Customer Service, CRM, Project Management, Account Management, Applicant Tracking..., Marketing, Event Planning, Internet Recruiting, Talent Acquisition, Analysis, Management, Contract Recruitment, Staffing Services, SDLC, Temporary Placement, College Recruiting, Screening Resumes, Staff Augmentation, Benefits Negotiation, Networking, Temporary Staffing, Screening, Training, Executive Search, Human Resources, Permanent Placement, Information Technology, Vendor Management, RPO, System Administration, Consulting, Talent Management, Search, IT Recruitment, Recruitment Advertising, Onboarding, Employee Relations, Employer Branding, Interviews, Candidate Generation, Cloud Computing, Enterprise Software
Education
University of Massachusetts at Lowell 2000 — 2004
Marketing
Burlington High School 1999 — 2000
Sir Padampat Singhania Education Center 1996 — 1999
Business, Management, Marketing, and Related Support Services
State Street October 2014 - Present
University of Massachusetts Amherst March 2014 - Present
Big Top Party Rental June 2014 - Present
T2 Biosystems May 2013 - January 2014
American Eagle Outfitters April 2012 - June 2013
Skills
Sales, Cashiering, Microsoft Word, Microsoft Excel, PowerPoint, Team Leadership
Education
University of Massachusetts, Amherst 2012 — 2016
Finance
Wilmington High School 2008 — 2012
Lockheed Martin December 2011 - Present
iRobot December 2010 - December 2011
Textron January 2006 - November 2010
State Street September 2005 - December 2005
Education
University of Massachusetts at Lowell 2001 — 2010
MBA
University of Massachusetts Lowell 2001 — 2005
BSBA, Mgmt/Mkting
Morgan Stanley November 2005 - Present
State Street 2004 - 2005
Pioneer Investments October 2001 - October 2004
Putnam Investments October 1999 - October 2001
Skills
Series 7, Series 63, Fixed Income, Equities, Alternative Investments, Hedge Funds, Bloomberg, Asset Allocation, Capital Markets, Mutual Funds, Securities, Asset Management, Derivatives, Investments, Portfolio Management, Investment Strategies, Wealth Management, FINRA, Investment Management, Investment Banking, ETFs, Valuation, Series 24
Education
University of Massachusetts Lowell 1997 — 2001
BS, Finance
State Street October 2013 - Present
Massachusetts General Hospital June 2015 - August 2015
Newman Center Cafe July 2012 - October 2013
Senior Care Villa of Loomis July 2011 - August 2012
Skills
Sales, Customer Service, Microsoft Office, Microsoft Word, Communication Skills, Strategic Planning, Public Speaking, Social Networking, Teamwork, Twitter, LinkedIn, Facebook, Problem Solving, Social Media Marketing, Communication, Microsoft Excel
Education
University of Massachusetts, Amherst 2012 — 2016
Bachelor's degree, Public Health
South Hadley High School 2008 — 2012
General
Linedata March 2013 - Present
State Street March 2010 - March 2013
State Street March 2008 - March 2010
State Street Corporation March 2008 - March 2010
State Street Corporation July 2007 - March 2008
University of Massachusetts January 2005 - May 2007
Skills
Access, Leadership, Accounting, Management, Microsoft Excel, Microsoft Office, PowerPoint, Financial Accounting, Fund Accounting, Customer Service, Team Building, Microsoft Word, Training, Equities, Finance, Mutual Funds, Securities, Employee Training, Human Resources, System Administration, Project Management, Banking, Financial Services
Education
University of Massachusetts 2003 — 2007
B.A, Economics
University of Massachusetts, Amherst 2003 — 2007
Economics
HHS 1999 — 2003
Stone Coast Fund Services January 2014 - Present
JPMorgan Chase January 2013 - December 2013
State Street January 2010 - December 2012
State Street January 2007 - December 2009
Fidelity Investments January 2006 - December 2006
Putnam Investments January 2005 - December 2005
Skills
Hedge Funds, Alternative Investments, Project Management, Strategic Planning, GAAP, Financial Reporting, Management, US GAAP, Private Equity, Microsoft Excel, Fund Accounting
Education
University of Massachusetts at Lowell
Bachelor's degree, Marketing and Finance
North Reading High School
State Street October 2012 - Present
State Street Global Advisors November 2010 - October 2012
State Street Global Advisors October 2008 - November 2010
State Street Global Advisors June 2003 - October 2008
Fidelity Investments July 1999 - June 2003
Bank of Boston February 1996 - June 1999
Bank of Boston June 1993 - January 1996
Bank of Boston July 1991 - June 1993
Bank of Boston April 1990 - July 1991
Bank of Boston July 1989 - April 1990
Skills
Financial Services, Information Technology, Project Management, Vendor Management, Cloud Computing, Outsourcing, Infrastructure, Technical Support, Disaster Recovery, Leadership, Enterprise Architecture, Software Documentation, Strategy, Data Center, Management, Program Management, IT Service Management, Business Intelligence, Risk Management, Budgets, Business Analysis, SDLC, Networking, IT Strategy, Servers, Process Improvement, Project Planning, Integration, IT Management, Operations Management, ITIL, Project Portfolio..., Business Continuity, PMO, Security, IT Operations, SharePoint, Governance, Enterprise Software, Visio, Business Process..., Operating Systems, PMP, Software Project...
Education
U.S. Army Non Commissioned Officer Academy 1988 — 1988
NA, Military leadership
University of Massachusetts, Amherst 1983 — 1987
BA, Economics
Hingham High School 1981 — 1983
Diploma, general
Logentries Log Management & Real-time Analytics August 2015 - Present
Startup Institute June 2015 - August 2015
Cantella & Co., Inc. April 2015 - June 2015
Cantella & Co., Inc. October 2014 - April 2015
State Street May 2013 - September 2014
State Street June 2012 - May 2013
Mirvac: Sebel Resort and Spa February 2012 - April 2012
Sylvan Snack Bar (Student Run Business) September 2010 - December 2011
Abercrombie & Fitch May 2011 - September 2011
Cheers Restaurant and Bar May 2010 - September 2011
Skills
Microsoft Excel, Time Management, Customer Service, Microsoft Office, Volunteering, Social Media, Finance, Team Leadership, QuickBooks, Management, Marketing, Technical Marketing, Bloomberg, Corporate Finance, Sales, Networking, Business Relationship..., Corporate Development, Relationship Management, WordPress, Accounting, Client Relationship..., SEO, SEM, Google Analytics, Google Adwords, HTML, CSS, Adobe Creative Suite, Lead Acquisition, Paid Placements, Analytics
Education
Startup Institute Boston 2015 — 2015
Technical Marketing
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Minor in Economics
CAPA International Education - Sydney, Australia 2012 — 2012
Medford High School 2005 — 2009
Aetna June 2015 - Present
Corporate Risk Management Honors Colloquium, FIN H406 September 2014 - May 2015
State Street March 2014 - May 2015
McCormack Future Industry Leaders Conference February 2015 - February 2015
Hart Industrial Unions May 2012 - August 2012
Skills
Sponsorship, Leadership, Teamwork, Microsoft Office, Marketing, Advertising, Google Analytics, Google Adwords, Sales, Sports Management, Customer Service, Event Planning, Sales Presentations
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Science (B.S.), Mark H. McCormack Sport Management Department, 3.63/4.0
University of Massachusetts- Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, 3.63/4.0
Thermo Fisher Scientific September 2013 - Present
Zwicker & Associates, P.C. July 2012 - September 2013
Zwicker & Associates, P.C. November 2011 - July 2012
State Street April 2011 - November 2011
Skills
Microsoft Office, Project Management, Time Management, Analytical Skills, Detail Oriented, Organizational Skills, Microsoft Excel, PowerPoint, Microsoft Word, Quality Control, Database Queries, Leadership, Customer Service, Analysis, Team Leadership, Management, Outlook, Data Analysis
Education
University of Massachusetts at Lowell 2006 — 2009
Bachelor of Business Administration (B.B.A.), Marketing and Management, GPA 3.5
University of Massachusetts, Amherst 2005 — 2006
Oracle April 2014 - Present
TJX January 2012 - April 2014
State Street April 2008 - January 2012
First Marblehead October 2006 - April 2008
State Street 2001 - 2006
Kronos 1998 - 2000
Skills
Disaster Recovery, SQL, Database Administration, Oracle, Database Admin, Microsoft SQL Server, Unix, Databases
Education
University of Massachusetts Lowell 1994 — 1996
University of Massachusetts, Amherst 1992 — 1994
State Street Global Advisors September 2013 - Present
State Street July 2012 - September 2013
RBS Citizens Financial Group 2010 - 2012
State Street Corporation August 2006 - October 2010
PricewaterhouseCoopers 2003 - 2005
Moody, Famiglietti & Andronico 2002 - 2003
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Reporting, Financial Analysis, Accounting, SEC filings, Internal Audit, GAAP, Financial Risk, Governance, Investments, Asset Management, Banking, Big 4, Risk Management, Financial Services, COSO, CPA, US GAAP, Enterprise Risk...
Education
University of Massachusetts Lowell 1997 — 2001
Bachelor of Science in Business Administration, Accounting
Burlington High School 1993 — 1997
State Street April 1996 - Present
Skills
Business Analysis, SDLC, Vendor Management, Financial Services, Management, Project Management, Process Improvement, Mutual Funds, Analysis, Risk Management
Education
University of Massachusetts at Lowell 1986 — 1991
Management Information Systems, General
State Street Corporation / Securities Finance June 1998 - Present
State Street 1998 - Present
Education
University of Massachusetts Lowell 1996 — 2000
JPMorgan Chase January 2013 - Present
State Street September 2011 - December 2012
Winters Company September 2009 - September 2011
Supplemental Health Care June 2004 - July 2009
Skills
Portuguese, Spanish, English, Team Leadership, Interviews, Compliance Operations, Accounts..., Payroll, Trilingual, Private Equity, Management Skills, QuickBooks, Accounting, Account Reconciliation, Finance, Financial Statements, Management
Education
University of Massachusetts at Lowell
Accounting
State Street April 2015 - Present
State Street Corporation July 2007 - Present
Investors Financial Services March 2000 - July 2007
United Data Services October 1994 - October 2000
Skills
CRM, Strategy, Management, Financial Services, Investments, Strategic Planning, Relationship Management, Product Development, Mutual Funds, Fixed Income, Equities, Securities, Hedge Funds, Alternative Investments, Derivatives
Education
University of Massachusetts, Amherst
BA
State Street December 2011 - Present
State Street February 2010 - December 2011
State Street October 2006 - February 2010
State Street October 2005 - October 2006
State Street August 2004 - October 2005
Skills
Mutual Funds, Fund Accounting, Fixed Income, Product Management, Mentoring, Back Office, Closed-end Funds, Account Reconciliation, Trading, Equities, Securities, Financial Services, Corporate Actions, Alternative Investments
Education
University of Massachusetts Lowell 2001 — 2004
BS Finance, Finance/Economics
DST Systems January 2014 - Present
Brown Brothers Harriman 2011 - 2013
Keane (now NTT Data) 2008 - 2010
Investors Bank & Trust 2006 - 2008
TriSixty Security 2004 - 2006
State Street 1997 - 2003
Malden Mills 1995 - 1997
Polaroid 1991 - 1995
Guest Quarters Suite Hotels 1989 - 1991
Hunneman & Company/Better Homes and Gardens 1987 - 1989
Education
University of Massachusetts, Amherst
B.A., English
Genzyme May 2014 - Present
Millennium Pharmaceuticals April 2013 - March 2014
Coviden July 2012 - March 2013
Equinox March 2011 - August 2012
Genzyme February 2009 - November 2010
State Street December 2006 - January 2009
PharmaCare December 2005 - December 2006
Bose Corporation March 2005 - December 2005
Randstad July 2004 - March 2005
Skills
Data Analysis, Sales, Outlook, Financial Analysis, Microsoft Excel, Strategic Planning, PowerPoint, Contract Negotiation, Forecasting, Access, Microsoft Office, Training, Healthcare, Analysis, Microsoft Word, Customer Service, Business Development, Sales Operations, Territory Optimization, Inventory Management, Order Processing, Business Relationship..., SAP, Oracle HR, PeopleSoft, GCom, Merrill, Minitab, Network Development, Problem Analysis, Sales Compensation, Data Reconciliation, Financial Reporting, Operating Budgets, Department Budgeting, Cognos, Managing Distribution..., SharePoint, Kaizen, Lean Business Processes, Salesforce.com, Budgets, Business Process..., Program Management, Management
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Science (BS), Natural Resource Economics
Fidelity Investments February 2012 - Present
TechTarget July 2011 - September 2011
Epsilon March 2011 - June 2011
State Street August 2006 - March 2011
State Street Corporation August 2004 - August 2006
Harvard Medical School May 2003 - August 2004
Wellington Management September 2001 - September 2002
State Street March 2001 - August 2001
Fidelity Investments September 2000 - January 2001
Harvard University September 1999 - September 2000
Education
University of Massachusetts Lowell
Bachelor’s Degree, Chemical Engineering
University of Massachusetts, Amherst
MS, Computer Systems Engineering
University of Massachusetts, Amherst
Master’s Degree, Chemical Engineering
Staples December 2012 - Present
State Street 2008 - November 2012
State Street 2005 - 2008
State Street 1999 - 2002
State Street 1997 - 1999
PTC June 1995 - August 1997
Skills
Unix Administration in..., Business Continuity..., ITIL Foundations..., Lean Sigma, IT Mentor, ITIL, Solaris, Six Sigma, Mentoring, Disaster Recovery, Unix
Education
University of Massachusetts at Lowell 1988 — 1992
Bachelor of Science, Marketing
State Street March 2012 - Present
State Street July 2006 - March 2012
Skills
Fund Accounting, Microsoft Excel, Bloomberg, Fixed Income, Equities, Mutual Funds, Securities, Microsoft Office, Financial Services, US GAAP, Accounting, Internal Audit
Education
University of Massachusetts at Lowell 2000 — 2004
Bachelor's degree, Mathematics
State Street April 2006 - Present
Skills
Financial Modeling, Bloomberg Terminal, Hedge Funds, Bloomberg, Equities, Valuation, Accounting, Alternative Investments, Fixed Income
Education
University of Massachusetts Lowell 2002 — 2006
BS, Finance, Management, Mathematics
Financial Analysis, Planning, Forecasting March 2014 - Present
CIBC June 2012 - August 2012
Bank of Montreal August 2009 - April 2011
BMO Capital Markets December 2008 - August 2009
State Street July 2007 - August 2008
State Street May 2006 - July 2007
Fidelity Investments 2005 - 2006
Skills
Financial Analysis, Accounting, Financial Reporting, Banking, Account Reconciliation, Mutual Funds, Equities, Investments, Fixed Income, Team Leadership, Budgeting, Forecasting, Financial Planning, Maintaining Strong..., CRM, Bloomberg, Internal Communications
Education
York University - Schulich School of Business 2012 — 2013
Master of Business Administration (MBA), Marketing Strategy Accounting
University of Massachusetts at Lowell 2002 — 2005
Bachelor of Science in Business Administration, Finance, Management Information Systems, 3.5/4.0
State Street February 2015 - Present
bassett services April 2004 - April 2008
Education
University of Massachusetts Lowell
Bachelor of Business Administration (B.B.A.), Finance, General. Marketing
Breckinridge Capital Advisors May 2010 - Present
Old Mutual Asset Management March 2008 - October 2009
State Street March 2007 - February 2008
Education
University of Massachusetts, Amherst 2002 — 2006
BA, Economics
Fresenius Medical Care December 2013 - September 2015
Covidien March 2008 - December 2013
State Street 2006 - 2008
MIT 2003 - 2006
Boston Scientific 2000 - 2003
Skills
Visio, SDLC, Business Analysis, Requirements Analysis, Systems Analysis, Process Improvement, SharePoint, Integration, Software Documentation, Databases, SQL, Data Analysis, Vendor Management, Testing, Business Process..., Technical Documentation, Cross-functional Team..., Functional..., Requirement..., Requirements Gathering, Test Planning, Training, Report Development, Business Intelligence, Superior written &..., Critical Thinking, Program Management, HRIS, Oracle, Business Process, PeopleSoft, Microsoft Office, Business Requirements, Microsoft SQL Server, ERP, Microsoft Excel, Project Management, Management, Employee Benefits, Human Resources, Software Project..., Analysis
Education
American Intercontinental University 2002 — 2003
MIT, Information Technology, 4.0
University of Massachusetts, Amherst 1990 — 1994
BFA, Photography, Sculpture
Everett High School
Frontier Systems Consulting January 2011 - December 2014
DePuy Spine through Sunrise Systems July 2009 - June 2010
State Street December 2002 - January 2009
Fidelity Investments August 2000 - November 2001
Fidelity Investments April 1999 - August 2000
Thermo Electron 1986 - 1996
Skills
Business Planning, Business Analysis, Change Management, Procurement, Hands-on Training, Training Delivery, Analysis, SharePoint, Management, Sourcing, Supply Chain, Training, Business Process..., Project Management
Education
University of Massachusetts at Lowell
Bachelors
State Street March 2006 - Present
state street 1988 - 2009
State Street April 1992 - April 2003
Skills
Business Analysis, Securities, Process Improvement, SDLC, Project Management, Analysis, Settlement, Visio, Global Custody, Business Requirements, Requirements Analysis, Requirements Gathering, Mutual Funds, Equities, Corporate Actions, Risk Management, Financial Services, Fixed Income, Back Office, Business Process..., Business Process, SWIFT payments, Bloomberg, Banking, Hedge Funds, Derivatives, Sports Coaching, Financial Markets, User Acceptance Testing, Investments, Collateral Management, Client Services, PMO, Operational Risk..., Cash Management, Access, Software Project..., Foreign Exchange, Software Documentation, Systems Analysis, Client Relations Skills, International..., Alternative Investments, Operational Risk, SWIFT messages, SWIFT messaging, Currency, Information Technology, Data Analysis, Treasury Management
Education
University of Massachusetts, Amherst 1984 — 1987
BS, Sports Management
University of Massachusetts Lowell 1982 — 1984
Chemical Engineering
Stoughton High School 1978 — 1982
State Street April 2014 - Present
Hewlette Packard August 2011 - March 2014
PAREXEL August 2009 - August 2011
Hewlett-Packard July 2006 - February 2009
Microsoft December 2004 - July 2006
Skills
Quality Center, Business Objects, Business Intelligence, Crystal Reports, Data Warehousing, Business Intelligence..., XML, Software Project..., PL/SQL, Requirements Analysis, SDLC, ETL, Business Analysis, Consulting, Requirements Gathering, Agile Methodologies, Vendor Management, Management, Oracle, Business Requirements, Data Migration, Testing
Education
UMass Lowell 2009 — 2016
Masters, MBA
Dr Ambedkar Institute OF Technology 2000 — 2004
Bachelors, Information Technology
State Street 2005 - Present
FleetBoston Financial 1990 - 2004
Skills
Liquidity Risk, Funding, Treasury Management, Capital Markets, Fixed Income
Education
University of Massachusetts at Lowell
BS, Finance
BNY Mellon September 2012 - Present
State Street February 2011 - September 2012
Skills
Process Improvement, Investments, Visio, Equities, Database Administration, Microsoft Excel, Private Equity, Finance, Fund Accounting, Asset Management, Strategic Financial..., Fixed Income, Bloomberg, Mutual Funds, Portfolio Management, Securities
Education
University of Massachusetts Lowell
Bachelors, Economics
RBC Investor Services April 2008 - Present
State Street Cayman & Alt. Investment Services April 2006 - April 2008
Consulting January 2004 - March 2006
State Street January 2003 - December 2003
State Street July 2000 - December 2002
Merrill Lynch August 1999 - June 2000
Skills
Fund Administration, Fund Accounting, Bloomberg, Banking, Mutual Funds, Securities, Global Custody, Back Office, Equities, Derivatives, Corporate Actions, Fixed Income, Portfolio Management, Investments, Management, Financial Services, Finance, Financial Analysis, Mergers & Acquisitions, Valuation, Financial Reporting, Hedge Funds, Accounting, Asset Management, Bonds
Education
University of Massachusetts at Lowell 1997 — 2000
Bachelor of Science, Finance and Management
State Street Plan Service Associate/Plan Service Rep IPutnam InvestmentsAugust 1997 - December 2006
Education
University of Massachusetts Lowell 1989 — 1991
B.S., Business Administration
State Street Alternative Investment Solutions September 2014 - Present
State Street Alternative Investment Solutions March 2013 - Present
State Street Bank September 2010 - March 2013
State Street June 2008 - September 2010
Skills
Data Analysis, Private Equity, Mutual Funds, Microsoft Office, Team Leadership, Customer Service, Communication Skills, Problem Solving, Research, Expense Budget...
Education
UMass Lowell 2004 — 2007
Bachelor of Science (BS), Finance, General
Westfield State College 2003 — 2004
North Reading High School 1999 — 2003
Fidelity Investments February 2015 - Present
Fidelity Investments April 2012 - February 2015
Fidelity Investments March 2010 - April 2012
State Street March 2007 - January 2010
State Street November 2005 - March 2007
Putnam Investments 2000 - 2005
Skills
Bloomberg, Financial Analysis, Finance, Accounting, Financial Services
Education
University of Massachusetts Lowell 1999 — 2003
Bachelors, Finance
Fidelity 2000 - 2001
Fleet Bank 1999 - 2000
State Street 1998 - 1999
BankBoston 1989 - 1998
Skills
Talent Acquisition, Performance Management, Talent Management, Employee Relations, Onboarding
Education
University of Massachusetts Lowell 2008 — 2011
BLA, English and History
State Street September 2000 - Present
Skills
Fund Accounting, Bloomberg, Financial Reporting
Education
University of Massachusetts Lowell 1995 — 1999
BA, Finance
Dedham High school
Mercer Investment Management 2011 - Present
State Street December 2008 - January 2011
Mercer Investment Management November 2007 - November 2008
State Street March 1999 - October 2007
Inmagic January 1998 - February 1999
Skills
Mutual Funds, Account Reconciliation, Budgets, Fund Administration, Bloomberg Terminal, Accruals, Microsoft Excel, Fund Accounting
Education
University of Massachusetts Lowell 1993 — 1997
BSBA, Finance
Lowell Catholic High School
College Prep
State Street Custody OperationsPutnam InvestmentsDecember 2003 - December 2006
Education
University of Massachusetts Lowell 2001 — 2004
Bachelors, Finance and marketing
BNY Mellon January 2008 - Present
PFPC March 1998 - January 2008
State Street June 1997 - November 1997
Skills
Banking, Equities, Financial Services, Fixed Income, Financial Analysis, Derivatives, Risk Management, Mutual Funds, Portfolio Management, Financial Modeling, Capital Markets, Investments, Asset Management, Business Analysis, Investment Banking, Hedge Funds, Securities, Valuation, Bloomberg, Financial Risk
Education
University of Massachusetts Lowell 1994 — 1997
Business Administration and Management, General
West Chester University of Pennsylvania 1991 — 1993
State Street October 2011 - Present
Education
UMass Lowell 1995 — 1996
B.A., International Economics
State Street January 2013 - Present
Education
University of Massachusetts, Amherst 2011 — 2015
North Quincy High School 2007 — 2011
State Street Corporation April 2009 - Present
State Street October 2006 - March 2009
State Street August 2004 - September 2006
Skills
Accounting, Mutual Funds, Microsoft, Project Coordination
Education
University of Massachusetts at Lowell 1989 — 1993
Bachelor of Science, Accounting
Broadridge 2007 - 2012
State Street 2005 - 2007
State Street 2003 - 2005
Skills
Mutual Funds, Equities, Hedge Funds, Risk Management, Financial Services, Back Office, Securities
Education
UMass Lowell 1997 — 2001
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
UniFirst Corporation 2012 - 2013
State Street September 2007 - September 2012
Fidelity Investments September 2005 - September 2007
Skills
French, Haitian Creole, Microsoft Excel, Microsoft Office, Problem Solving, Customer Service, Analysis, ISO, ADP Payroll, PowerPoint, Pivot Tables, Research, Financial Reporting, Financial Accounting, QuickBooks, Access, Oracle, PeopleSoft, Multi Tasking, Multilingual, Mutual Funds, Internal Audit
Education
University of Massachusetts at Lowell
Bachelor's degree, Finance and Management
State Street February 1999 - April 2015
Skills
Bloomberg, Equities, Financial Analysis, Financial Services, Fixed Income, Investments, Mutual Funds, Securities
Education
University of Massachusetts Lowell
State Street November 2009 - Present
State Street April 2006 - November 2009
State Street April 2000 - April 2006
State Street April 1996 - April 2000
Skills
Financial Analysis, Business Analysis, Agile Application..., Agile & Waterfall..., Agile Project Management, Investments, Financial Services, Fund Accounting, Banking, Microsoft Word, Requirements Analysis, Microsoft Excel, Financial Reporting, Requirements Gathering, Business Process..., Process Improvement
Education
University of Massachusetts Lowell 1987 — 1991
Bachelor of Arts (BA), Psychology
Computershare US January 2015 - Present
Computershare US February 2013 - December 2014
Wireless Advocates November 2011 - December 2012
State Street October 2006 - May 2010
Skills
Customer Service, Microsoft Excel, Financial Services, Microsoft Office, Call Centers, Vendor Management, Outlook, Stock Market, Team Leadership, Sales Management
Education
University of Massachusetts Lowell 2012 — 2016
Information Technology/Business
BNY Mellon March 2014 - Present
State Street 2007 - 2012
Education
University of Massachusetts Lowell 2012 — 2013
Bachelor of Technology (BTech), Information Technology
University of Rhode Island - College of Business Administration 2000 — 2005
Bachelor's degree, Finance
Commonwealth of Massachusetts 2000 - Present
State Street 1999 - 2000
Education
University of Massachusetts Lowell 1994 — 1999
Bachelor’s Degree, Criminal Justice/Police Science
GMO July 2012 - Present
GMO January 2010 - July 2012
GMO January 2004 - January 2010
GMO May 1998 - January 2004
State Street September 1996 - May 1998
Skills
Trading, Portfolio Management, Investments, Equities, Fixed Income, Bloomberg, Hedge Funds, Asset Management
Education
University of Massachusetts Lowell 1994 — 1996
Bachelor's Degree, Finance, General
University of Massachusetts, Amherst 1992 — 1994