STATE STREET CORPORATION
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. Assets under management: 2.782 trillion USD (2017) Headquarters: Boston, Massachusetts, United States Subsidiaries: State Street Global Advisors, Executives: Ronald P. O'Hanley (CEO, President),
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STATE STREET CORPORATION Employees
BHA June 2013 - Present
BHA May 2011 - June 2013
BHA April 2010 - May 2011
State Street Corporation May 2009 - April 2010
State Street Corporation August 2007 - May 2009
Skills
Alternative Investments, Hedge Funds, Relationship Management, Private Equity, Investment Management, Lead Generation, Marketing Research, Fund Of Funds, CRM, Real Estate Funds, Business Development, Research, Marketing, Fund Accounting, Institutional Research, Institutional Investors, Asset Management, Investment Strategies, Capital, Investments
Education
Stonehill College 2003 — 2007
Business Administration, Finance
State of California May 2015 - Present
Department of Business Oversight February 2012 - May 2015
Gryphon Investors August 2011 - February 2012
Folsom Lake College July 2011 - August 2011
Dow Jones July 2010 - July 2011
Gallo Center for the Arts January 2008 - July 2010
State Street Corporation August 2007 - November 2007
Ernie Reyes' West Coast Martial Arts Association, Inc July 2006 - July 2007
University of the Pacific August 2005 - May 2007
Richard and Associates May 2006 - September 2006
Skills
Accounting, Payroll, Financial Analysis, Customer Service, Microsoft Office, Non-profits, Investments, Public Speaking, Microsoft Excel, Account Reconciliation, Human Resources, General Ledger, Financial Modeling, Event Planning, QuickBooks, Accounts Payable, Strategic Planning, Fundraising, Auditing, Management, Analysis, Employee Benefits
Education
University of the Pacific 2003 — 2005
Bachelor of Science, Business Administration; Accounting; Management Information Systems
San Joaquin Delta College 1989 — 2003
Associate of Science (A.S.), Bachelor of Science
Franklin Templeton Investments September 2012 - Present
State Street Corporation February 2008 - July 2011
Skills
Investment Research, Value Investing, Fixed Income, Equities, Bloomberg, Financial Analysis, Client Service, Microsoft Excel, Microsoft Office, Trade Operations, Investment Accounting
Education
San Francisco State University 2005 — 2007
Bachelor of Science (B.S.), Business Administration
Besito July 2014 - Present
State Street Corporation September 2011 - April 2013
Saugus Bank January 2011 - September 2011
Skills
•MS Word, Excel,..., Customer Service, Fund Accounting
Education
Suffolk University 2006 — 2010
Bachelor of Science, Business Administration
Virtus Investment Partners, Inc. September 2014 - Present
PIMCO June 2012 - September 2014
State Street Corporation November 2007 - May 2012
Deutsche Asset Management April 2003 - October 2006
Deutsche Asset Management April 2001 - April 2003
State Street Corporation September 1999 - April 2001
Skills
Financial Statements, Mutual Funds, Bloomberg, Investments, Financial Reporting, Financial Analysis, Fixed Income, Internal Controls, Accounting, General Ledger, Equities
Education
Suffolk University 2008 — 2011
Masters of Science Taxation, Accounting and Taxation
Suffolk University 2008 — 2011
Masters, Business Administration
State Street Corporation 2005 - Present
State Street Corporation 1999 - 2005
State Street Corporation 1989 - 1998
Skills
Risk Management, Relationship Management, Business Analysis, Financial Services, Banking, Financial Risk, Manage Client..., Client Relations Skills, Process Improvement, Leadership, Management, Team Management, Delivering Results, Project Management, Defined Contribution, Defined Benefit, Retirement, Vendor Management, CRM, Customer Service, Strategic Planning, Analysis
Education
Suffolk University 1983 — 1985
Business Management
HubSpot July 2015 - Present
HubSpot May 2014 - July 2015
HubSpot Inc January 2013 - May 2014
HubSpot January 2012 - January 2013
PUMA North America Inc June 2010 - December 2011
State Street Corporation July 2008 - June 2010
2008 Executive Auto Group December 2007 - April 2008
Skills
Analysis, Budgets, Sales, Marketing, Accounting, Email Marketing, Customer Satisfaction, Customer Service, Market Research, Microsoft Office, PowerPoint, Sales Operations, Finance, Microsoft Word, Insurance, Account Reconciliation, Account Management, Salesforce.com, Leadership, Social Networking, Lead Generation, Social Media Marketing
Education
Salve Regina University 2003 — 2007
Business Administration, Business, Marketing, Economics, History
Commonwealth Care Alliance August 2014 - Present
Commonwealth Care Alliance April 2013 - August 2014
Brown Brothers Harriman November 2011 - March 2013
State Street Corporation December 2001 - December 2010
Investors Bank & Trust April 1997 - April 2001
The Faxon Company 1994 - 1998
Skills
Business Objects, Securities, Financial Services, Microsoft Office, Crystal Reports, Business Analysis, Equities, Management, Process Improvement, SDLC, Securities Lending, Vendor Management, Business Process, Testing, Analysis, Requirements Gathering, Finance, Risk Management, Requirements Analysis, Fixed Income
Education
State University of New York College at Plattsburgh 1988 — 1992
BA
TIAA-CREF June 2013 - Present
Accrue Partners March 2011 - May 2013
Wells Fargo Advisors/First Clearing LLC April 2010 - March 2011
National Association of Black Accountants (NABA) 2009 - 2010
Wachovia Bank, A Wells Fargo Company October 2006 - April 2009
Sherpa LLC December 2005 - October 2006
Deloitte & Touche August 2000 - November 2002
State Street Corporation June 1998 - August 2000
Skills
Technical Recruiting, Strategic Sourcing, Team Leadership, Leadership, Sales, Recruiting, Executive Search, Temporary Staffing, Financial Services, Recruiters, Internet Recruiting, Applicant Tracking..., Benefits Negotiation, Candidate Generation, College Recruiting, Contract Recruitment, Screening, Talent Acquisition, Accounting, Building Relationships, Vendor Management, Talent Management, Payroll, Interviews, Sourcing, Resume Writing, Networking, PeopleSoft, Human Resources, Information Technology, Temporary Placement, Strategy, Staffing Services, Management, Screening Resumes, Permanent Placement, Onboarding
Education
Stonehill College 1994 — 1998
BSBA
Marsh Supermarkets July 2007 - July 2015
Le Gourmet Chef May 2004 - March 2005
State Street Corporation August 2000 - November 2002
GAB Robins North America February 1999 - April 2000
Great Clips Incorporated September 1997 - April 1998
Skills
Sales, Customer Service, Administrative..., Data Entry, Time Management, Telephone Skills, Inventory Management, Microsoft Word, Retail, Process Scheduler, Customer Satisfaction
Education
St. Catherine University
Bachelor of Arts (BA), Family, Consumer and Nutrition
St. Catherine University
Dimensional Fund Advisors January 2013 - Present
Dimensional Fund Advisors April 2012 - December 2012
State Street Corporation November 2009 - March 2012
State Street Corporation January 2008 - October 2009
Education
San Diego State University-California State University
B.S., Mathematics, Mathematical Finance, Economics, Quantitative Analysis
Citizens Bank March 2014 - Present
National Black MBA Association, Boston Chapter January 2014 - January 2015
John Hancock Funds, LLC December 2011 - March 2013
John Hancock Funds, LLC December 2010 - December 2011
John Hancock Funds, LLC August 2005 - December 2010
State Street Corporation May 2003 - August 2005
Skills
Chartered Retirement..., Licenses: Series 6 &..., Excellent..., CRM, Management, Investments, Mutual Funds, Project Management, Securities, Business Development, Sales, Training, Financial Advisory, Sales Operations, Project Planning, Series 63, Financial Services, Series 6, Wealth Management, Marketing, Account Management, Program Management, New Business Development, Human Resources, Talent Management, Change Management, Coaching, Product Management, Sales Management, Relationship Management, Insurance, Portfolio Management, Strategy, Leadership, Team Leadership, Analysis, Business Process...
Education
Simmons College - Simmons School of Management 2010 — 2013
Master of Business Administration (M.B.A.), Organizational Leadership
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Arts (B.A.), Economics
Catterton January 2013 - Present
Ford Foundation April 2012 - December 2012
State Street Corporation July 2007 - July 2011
Hampshire Hotels and Resorts LLC July 2006 - August 2006
Associated Students of University of CA Riverside September 2005 - June 2006
Skills
Bloomberg, Accounting, Equities, Portfolio Management, Investments, Bloomberg, Great..., Hedge Funds, Alta Return, Financial Services, Financial Analysis, Finance, Account Reconciliation
Education
Santa Clara University 2010 — 2011
Advanced Accounting, Accounting
University of California, Riverside 2003 — 2007
B.A, Economics
State Street March 2011 - Present
State Street Corporation December 2007 - February 2011
State Street August 2003 - May 2006
Mellon HR Solutions August 2001 - August 2003
Education
Suffolk University 2004 — 2007
Masters of Science
Susquehanna University 1997 — 2001
Bachelor of Arts
Loomis, Sayles & Company August 2011 - Present
Wellington Management Company, LLP April 2008 - November 2010
Wellington Management Company, LLP September 2007 - April 2008
Wellington Management Company, LLP March 2007 - September 2007
State Street Corporation November 2005 - March 2007
State Street Corporation August 2004 - November 2005
Education
Springfield College 1999 — 2003
BS- Business Management
Goldman Sachs October 2013 - Present
Allianz Global Investors June 2012 - October 2013
Allianz Global Investors September 2011 - June 2012
ING Investment Management January 2010 - September 2011
Natixis Global Associates November 2004 - December 2009
State Street Corporation April 2002 - November 2004
PrimeLook, Inc. September 2001 - March 2002
Citigroup/Smith Barney November 1999 - September 2001
William M. Mercer July 1997 - September 1999
Education
Savannah College of Art and Design 1990 — 1994
BFA
Long Island Power Authority July 2010 - Present
Hudson River Solutions January 2004 - Present
ePromos Promotional Products August 2008 - January 2010
IDP Consulting, LLC June 2006 - August 2008
ABA, Inc. May 1999 - August 2006
State Street Corporation May 1992 - June 1999
Skills
Software Development, Architecture, SharePoint, Problem Solving, Program Management
Education
State University of New York College at Buffalo 1991 — 1992
Pearson 2012 - Present
Omgeo 2009 - 2012
State Street Corporation 2008 - 2009
State Street - Investors Bank & Trust 2005 - 2008
Safety Insurance 2004 - 2005
Brown Brothers Harriman 2001 - 2003
Epsilon 2000 - 2001
Polaroid Corporation 1994 - 1999
Skills
Business Analysis, Project Management, Cross-functional Team..., Analysis, SDLC, Risk Management, Change Management, Requirements Analysis, Requirements Gathering, Leadership, PMP, Software Project..., Scrum, Business Development, Visio, User Acceptance Testing, Business Requirements, Program Management, Team Management, Resource Management, Business Process..., SharePoint, Waterfall, Vendor Management, Agile Project Management, Business Process, Software Documentation, MS Project, Functional..., Agile Methodologies, SQL, Project Portfolio..., IT Strategy, Systems Analysis, Project Planning, Information Technology, Project Delivery, Quality Assurance, Team Leadership, Project Coordination, Requirement..., Communications..., Agile & Waterfall..., Executive Reporting, Team Building, Management, Relationship Building, IT Infrastructure..., Kanban
Education
Simmons College
M.S.
Simmons College
B.S.
State Street Corporation August 2011 - May 2012
Morgan Stanley & Co Inc September 2006 - June 2008
UBS Financial Services November 2001 - September 2006
Skills
Previously held Series..., Mutual Funds, Fund Administration, Equities, Fixed Income, Securities, Corporate Actions, Global Custody, Middle Office, Investments, Hedge Funds, Bloomberg Terminal
Education
University of Massachusetts Boston 2009 — 2012
Bachelor of Science (BS), Management with a concentration in Finance
Suffolk University 2004 — 2006
Accounting and Business/Management
SENIOR TRADE PROCESSOR, STATE STREET CORPORATION March 2003 - November 2013
STATE STREET CORPORATION June 2000 - March 2003
Skills
Outlook, Netscape Navigator, Internet Explorer, LAN, Printers, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, WordPerfect, QuickBooks, Bloomberg, Serv Safe
Education
Stonehill College 1999 — 2003
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services, Gradeuated
Liberty Mutual Insurance January 2012 - Present
Edge Technology Services March 2010 - December 2011
Port Technology, LLC March 2006 - February 2010
Ajilon Consulting February 2006 - September 2006
State Street Corporation February 1984 - March 2005
Skills
Mobile Applications QA, Website QA, Selenium IDE script..., HTML, CSS, Adobe Omniture, Adobe Photoshop, Adobe Illustrator, Adobe Acrobat, Adobe Director, Flash ActionScript, Quality Assurance, Testing, Photoshop, Visio, User Interface Design, ActionScript, Black Box Testing, User Acceptance Testing, Software Quality..., Illustrator, Omniture, SDLC, XML, SharePoint, Quality Center, Business Requirements, Test Planning, Usability Testing, Test Automation, Agile Methodologies, SQL, Analysis, Manual Testing, Flash, Web Applications, Test Cases, Requirements Analysis, Web Development, Databases, Regression Testing, Mobile Devices, Scrum, Microsoft SQL Server, Software Documentation, Software Project..., Software Development, HP Quality Center
Education
New Hampshire Community Technical College 2005 — 2008
Certificate, Digital Design and Animation
Stonehill College 1991 — 1998
Certificate, Accounting
Smith College 1976 — 1980
B.A., Studio Art
State Street June 2015 - Present
Xyster Consulting May 2013 - 2015
Starbucks August 2009 - May 2013
State Street Corporation October 2011 - June 2012
Skills
Sustainability, Public Relations, Procurement, Environmental Awareness, GIS, Team Leadership, Marketing, Customer Service, Inventory Management, Time Management, Cashiering, Microsoft Office, Retail, PowerPoint, Microsoft Word, Oracle
Education
Suffolk University 2008 — 2012
Bachelor of Science, Environmental Studies; Environmental Science
State Street Corporation July 2014 - Present
State Street Corporation October 2013 - July 2014
National Association of Black Accountants (NABA) April 2012 - April 2014
State Street Corporation October 2012 - October 2013
State Street Corporation July 2011 - October 2012
State Street Corporation May 2010 - July 2011
State Street Corporation June 2009 - August 2009
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Audit, Auditing, Leadership, Bloomberg, ETFs, Fund Accounting, Mutual Funds, Fixed Income, System Conversion, Pricing, Credit Rating, Derivatives, Futures, Dividends, investment portfolio..., multi class ETFs, Conference Coordination, Community Outreach, Stress Testing, Stress Analysis, Modeling, CCAR, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Suffolk University - Sawyer Business School 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Overall 3.5, Major 3.83
Boston Latin Academy 2000 — 2006
High School Dipolma
State Street Global Advisors March 2015 - Present
John Hancock/Manulife Asset Management October 2011 - September 2014
State Street Corporation October 2010 - October 2011
Bank of America U.S. Trust Private Wealth Management 2006 - 2009
Ameriprise Financial Services/Columbia Management 2002 - 2006
Emerson Investment Management 2000 - 2001
China Changchun Pepsi-Cola Beverage Company January 1995 - October 1998
Skills
Mutual Funds, Fixed Income, Portfolio Management, Investments, Asset Management, Equities, Asset Allocation, Bloomberg, Alternative Investments, Wealth Management, Hedge Funds, Investment Strategies, Investment Management
Education
Suffolk University - Sawyer Business School 2000 — 2002
Master, Business Administration; Finance
DcN Human Resources Consulting March 2010 - Present
Associated Industries of Massachusetts July 2006 - March 2010
Brigham and Women's Hospital April 2003 - July 2006
State Street Corporation June 2001 - April 2003
Harvard Vanguard Medical Associates October 1997 - June 2001
Harvard Pilgrim Health Care April 1990 - April 1997
Skills
Performance Management, Onboarding, Employee Relations, HRIS, Deferred Compensation, Benefits Administration, Talent Management, Human Resources, Personnel Management, HR Consulting, Salary, Organizational..., Organizational..., Employee Benefits, Employee Engagement, Leadership, Succession Planning, Program Management, Workforce Planning, Training, Applicant Tracking...
Education
Simmons College - Simmons School of Management 1987 — 1988
MBA, Business
University of Vermont 1974 — 1979
BS, Design
Visiting Nurses of Newport and Bristol Counties November 2012 - Present
Aquidneck Employment Services July 2011 - Present
Bayada Nurses February 2010 - November 2010
SEACORP February 2008 - December 2008
State Street Corporation 1992 - 1999
Skills
Customer Service, Customer Relations, Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, eClinical Works, Medical Terminology, Sales Support, Internet, Reception Areas, Quickbooks, Scheduling, Calendaring, MS Project, Access, Billing, Payroll Processing, Financial Reporting, Report Generation, Process Scheduler, Training, Payroll, QuickBooks
Education
Stonehill College 1982 — 1986
Bachelors, Economics/Computer Science/Math Minor
Quincy High School, Quincy,MA
North Charles, Inc May 2007 - April 2012
State Street Corporation September 2005 - May 2007
Lazard Freres & Co. September 1999 - July 2004
Skills
Personnel Management, Human Resources, Employee Relations, Onboarding, Benefits Administration, Recruiting, Employee Benefits, Training
Education
Suffolk University 2009 — 2013
State Street Corporation October 2009 - Present
Greylock Federal Credit Union June 2007 - January 2009
Merrill Lynch June 2008 - August 2008
NovaCare Rehabilitation January 2003 - August 2003
Skills
Banking, Bloomberg, Investments, Mutual Funds, Securities
Education
Stonehill College 2005 — 2009
Bachelor of Science, Business Administration; Finance
UMBRA Institute 2007 — 2007
Business
Available July 2015 - Present
Corporate Housing for Furnished 4 bedroom Home in New Haven County, CT April 2010 - Present
HealthEdge January 2014 - June 2015
RGI Informatics, LLC April 2012 - August 2013
TriCore Solutions May 2011 - August 2011
Commonwealth of Massachusetts January 2011 - July 2011
TJX April 2010 - September 2010
State Street Corporation November 1993 - February 2009
State Street Corporation November 1993 - March 2001
The Barton Group, Inc. August 1992 - November 1993
Skills
Command Line, Linux development, Unix Shell Scripting, Data Warehousing, ETL, Netezza, Application Development, SFTP, SSH, C, Bash, Autosys, FTP, Toad, PL/SQL, SQL, Critical Thinking, Decision Making, Solution Design, Greenplum, Generalist, Automation, Linux, Unix, Shell Scripting, Perl, Databases, SDLC, Software Development, Solaris, Integration, Oracle, Solution Architecture, CLI, Visio, Requirements Analysis, Software Documentation, High Availability, Agile Methodologies, Web Applications, UML, Data Migration, MySQL, Data Integration, Software Design, Java, Performance Tuning, DB2
Education
San Diego State University-California State University
Bachelor of Science
Northeastern University January 2010 - Present
TD BankNorth Garden Security February 1988 - Present
State Street Corporation May 2006 - January 2008
State Street October 1999 - May 2006
State Street October 1997 - October 1999
Skills
Customer Relations, Budgeting, Microsoft Office, Strategic Planning, Fundraising, Management, Project Management, Analysis, Budgets, CRM, Customer Service, Human Resources, Leadership, Marketing, Operations Management, Program Management, Security, Training, Strategic Partnerships, Social Media, Event Planning
Education
Stonehill College 1987 — 1991
Bachelors, Accounting
Xaverian Brothers High School 1983 — 1987
Niagara County, New York September 2004 - Present
State Street Corporation July 2000 - September 2004
Cap Gemini January 2000 - June 2000
Ernst & Young January 1997 - January 2000
UNICCO Service Company July 1992 - January 1997
Education
State University of New York College at Buffalo 2005 — 2007
MBA
University of Massachusetts Dartmouth 1989 — 1992
BS, Human Resources Management
MFS Investment Management November 2012 - Present
State Street Corporation July 2007 - June 2012
Investors Bank & Trust 2006 - 2007
Investors Bank & Trust 2000 - 2003
Investors Bank & Trust 2000 - 2003
Investors Bank & Trust 1995 - 1999
Investors Bank & Trust 1990 - 1994
Brown Brothers Harriman 1988 - 1990
State Street 1987 - 1988
Skills
Project Management, Program Management, Team Management, Leadership, Resource Management, Business Solutions..., Budget Planning &..., Team Building, Strategic Planning, Vendor Management, System Development..., Client Relations Skills, Data Warehousing, Data Conversion, 3rd Party Integrations, ASP (SaaS) Solutions, Project Planning, Budgets
Education
Suffolk University - Sawyer School of Management
MBA, Concentration in Computer Science
University of Rhode Island
BS, Marketing
American Civil Liberties Union of Massachusetts June 2015 - Present
State Street Corporation September 2014 - December 2014
Hurley, O’Neil & Company January 2014 - June 2014
Handel and Haydn Society October 2006 - February 2007
Daejeon Philharmonic Orchestra (Fully Funded by City Government) 2002 - 2004
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Research, Financial Analysis, Financial Accounting, Financial Reporting, Customer Service
Education
Suffolk University
Master of Science in Accounting
PARTNERS+simons March 2012 - Present
PAREXEL March 2011 - September 2011
Parexel International March 2011 - September 2011
First Marblehead Corporation May 2007 - September 2010
First Marblehead Corporation May 2007 - September 2010
TA Realty Associates October 2005 - February 2007
State Street Corporation March 2003 - October 2005
State Street Corporation January 1999 - October 2005
State Street Corporation October 2001 - March 2003
State Street Corporation November 2000 - October 2001
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, General Ledger
Education
Suffolk University - Sawyer Business School 2003 — 2005
Masters of Business Administration
Sufolk University 2003 — 2005
Masters of Business Administration, International Finance
Suffolk University (Boston)
Masters, Business Administration
University of Vermont
Bachelor of Science, Business Administration; International Finance
Fidelity Investments March 2012 - Present
ICEX, Inc. January 2012 - Present
Volition Capital LLC December 2009 - December 2011
Fidelity Investments - Fidelity Ventures/Fidelity Equity Partners March 2004 - December 2009
Fidelity Investments September 1996 - March 2004
State Street Corporation 1980 - 1996
Skills
New Business Development, Key Account Management, Strategic Partnerships, Technology..., Disruptive Technologies, Emerging Technologies, Business Intelligence, Business Strategy, Change Management, Outsourcing
Education
Simmons School of Management 1994 — 1999
Master of Business Administration
University of Hartford
English Literature
State Street Corporation January 1997 - February 2009
State Street Corporation June 1986 - January 1997
Skills
Testing, Analysis
Education
Stonehill College 1983 — 1986
Bachelor of Science Degree in Business Administration, Accounting, Computer Information Systems
Hale House 2012 - 2014
eMusic June 2007 - November 2008
Condé Nast Publications 2006 - 2007
Condé Nast Publications 2003 - 2006
Goldman Sachs 2001 - 2002
State Street Corporation 1995 - 2001
Skills
Publishing, Social Media, Marketing, Digital Marketing, Strategic Communications, Management, Magazines, Photography, Direct Marketing, Project Management, New Business Development, Corporate Communications, Digital Strategy, Online Marketing, Creative Direction, Digital Media, Integrated Marketing, Advertising
Education
Simmons College
M.S., Communications Management & B.A., Communications
Bureau of Labor Statistics October 2015 - Present
Coverys May 2015 - September 2015
State Street Corporation July 2014 - May 2015
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Microsoft Office
Education
Suffolk University 2010 — 2014
Bachelor's degree, Economics
JPMorgan Chase & Co. September 2015 - Present
State Street July 2013 - September 2015
State Street Corporation May 2010 - July 2013
State Street Corporation May 2008 - May 2010
Citigroup June 2007 - May 2008
Skills
Fund Accounting, Funding, Corporate Actions, Money Market, Financial Services, Swaps, Bonds, Auditing, Trading, Mutual Funds, Fixed Income, Equities, Fund Of Funds, Options, Fund Administration, Account Reconciliation, Bloomberg, Microsoft Excel, Accounting
Education
Susquehanna University 2003 — 2007
Bachelor of Science, Accounting
Danvers High School 1999 — 2003
State Street August 2015 - Present
State Street Corporation May 2014 - Present
Melrose and Saugus YMCA April 2011 - September 2014
Lifeguard for Outdoor Swim Club, Winchester Country Club May 2012 - September 2012
SNHU Fitness Center September 2011 - May 2012
DeMoulas Market Basket October 2007 - May 2010
Skills
Accounting, Management, Microsoft Excel, Financial Reporting, Microsoft Office, Financial Analysis, Leadership, Internal Controls, Financial Accounting, Bloomberg, Bookkeeping, Managerial Finance, Tax, Negotiation, Interpersonal..., Organizational..., Organizational..., Analytical Skills, Pricing, Teamwork, Strategic Planning, Marketing, Business Strategy, Business Process...
Education
University of Massachusetts Boston 2012 — 2015
Bachelor's Degree, Accounting
Southern New Hampshire University 2011 — 2012
Accounting
State Street May 2013 - Present
State Street Corporation March 2012 - May 2013
New Seabury Corporation 2006 - 2011
Skills
Attention to detail, Finance, Pricing, Teamwork, Customer Service, Organization Skills, Microsoft Excel, Microsoft Office, Skilled Multi-tasker, Relationship Building, Tenacious Work Ethic
Education
Suffolk University 2007 — 2011
Bachelors, Finance, 3.5
Mashpee High School 2002 — 2007
High School
State Street Corporation March 2013 - Present
Plexus Management May 2012 - September 2012
Nizhoni Health Systems December 2009 - March 2012
Skills
Data Entry, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research
Education
Northeastern University 2009 — 2012
Bachelor of Science (B.S.), Mathematics
Smith College
State Street Corporation June 2015 - August 2015
Santander Bank July 2011 - August 2014
Skills
Teamwork, Microsoft Excel, Microsoft Word, Accounting, Time Management, Management, Creative Problem Solving, Critical Thinking, Analytical Skills, Goal Oriented, Building Relationships, Team-oriented, Strategic Thinking, Microsoft Office, Project Management, PowerPoint, Team Leadership, Community Outreach, Leadership, Public Speaking, Event Planning, Customer Service, Research
Education
Suffolk University - Sawyer Business School 2013 — 2017
Candidate for Bachelor in Business Administration, Corporate Finance
Community Academy of Science and Health 2010 — 2013
High School Diploma, General Studies, Honor Roll and Perfect Attendance Awards
State street corporation 2013 - 2013
Education
Stratford University 2009 — 2011
Master of Business Administration (M.B.A.), International Business
ObjectFrontier Inc March 2010 - Present
NJTC -- New Jersey Technology Council 2006 - Present
Holy Spirit Radio Foundation 2004 - Present
Voxware 2008 - 2010
EdgeTrade 2005 - 2008
Alliance Consulting 2006 - 2007
Fusion Technologies, Inc January 2005 - December 2006
State Street Corporation 2000 - 2005
Legatus 2002 - 2004
Princeton Financial Systems, Inc. 1995 - 2000
Skills
Financial Services, Strategic Planning, Sales, Start-ups, CRM, Enterprise Software, SaaS, Mergers, Mergers & Acquisitions, Team Building, Business Development, Cloud Computing, Software Development, Management, Project Management, Strategy, IT Strategy, Mobile Applications, Outsourcing, Entrepreneurship, Process Improvement, Leadership, Integration, Program Management, Business Analysis, Product Development, New Business Development, Management Consulting, Strategic Partnerships, Team Management, Business Intelligence, Marketing Strategy, Telecommunications, Professional Services, Consulting, Product Management, Business Strategy, Venture Capital, Analytics, Executive Management, Networking, Vendor Management, Enterprise Architecture, Cross-functional Team..., Mobile Devices, E-commerce, Software Project...
Education
New York University - Leonard N. Stern School of Business 1985 — 1988
MBA, Finance
State University of New York at Stony Brook 1974 — 1978
BS, Computer Science
Wharton Executive Dev. Program
St. Charles Borromeo Seminary 2005 — 2011
Ordained Catholic Deacon for the Archdiocese of Philadelphia
Holy Cross High School 1970 — 1974
Avid Technology June 2015 - Present
State Street Corporation November 2012 - June 2015
Jennifer Wong April 2012 - July 2014
Jimmy Leung and Company October 2011 - November 2012
Skills
Microsoft Office, Teamwork, Microsoft Excel, Business Intelligence, Work Ethic, Bookkeeping, Payroll, Managing Database, Professional..., Microsoft Word, Microsoft Outlook, Global Plus, PowerPoint, Customer Service, MYOB, Visual Basic, Java, Analytical Skills, Helping Clients Succeed, Bilingual, Money Management, Microsoft Powerpoint, SEI, Microsoft Access, Communication, Adobe Photoshop, Skilled Multi-tasker, Time Management, SEI Trust 3000, Interpersonal Skills
Education
Suffolk University 2008 — 2012
Bachelor of Science (BS), Accounting
State Street Corporation April 2014 - Present
John Hancock Financial Services September 2006 - July 2013
Skills
End User Services, Mobile Services, Team Management, Mobile Strategy, Mobile Device Management, Remote Services, Executive Services, Process Improvement, Management, IT Service Management, Blackberry, Mobile Devices, Vendor Management, Managed Services, Mobile Applications, Blackberry Enterprise..., CRM, Business Process..., Disaster Recovery, IT Management
Education
Papa Juan XXIII 1984 — 1988
Southern New Hampshire University
BS Business Administration
State Street Corporation January 2015 - Present
The Travelers Companies August 2007 - January 2015
ISACA Greater Hartford 2007 - 2011
Ernst and Young February 2004 - July 2007
Harcourt Group Ltd of New England (Now Sheshunoff) February 2002 - February 2004
Raining Data Corporation (Formerly Pick Systems) August 1995 - July 2001
Skills
IT Audit, Security, Business Process, Risk Assessment, CISA, Sarbanes-Oxley Act, Governance, Information Security, COBIT, SAS70, ISO 27001, External Audit, Strategy, SOX, Assurance, IT Risk, Compliance Management, ITIL, ITIL v3 Foundations..., Disaster Recovery, Compliance, Information Technology, Internal Audit, Enterprise Risk..., PCI DSS, Auditing
Education
Southern Connecticut State University 1977 — 1981
BS, Economics
First Citizens Bank April 2015 - Present
First Citizens Bank September 2014 - April 2015
BB&T May 2013 - September 2014
SilverSky July 2012 - May 2013
State Street Corporation July 2008 - July 2012
John Hancock Financial Services March 2008 - June 2008
Hanover Insurance Group July 2006 - March 2008
Sun Life Financial June 2004 - July 2006
Boston Financial Data Services May 2003 - June 2004
Boston Financial Data Services May 2000 - May 2003
Skills
Internal Audit, Financial Risk, Auditing, Sarbanes-Oxley, IT Audit, Sarbanes-Oxley Act, Risk Management, Risk Assessment, Insurance, Information Security, Process Improvement, CISA, Financial Planners, Internal Controls, Access, Business Analysis, Information Technology, Assurance, External Audit
Education
Suffolk University 2000 — 2002
Master, Business Administration; Management Information Systems
University of Massachusetts 1994 — 1998
B.A, Economics
Santander Bank, N.A. June 2015 - Present
State Street Corporation April 2008 - Present
Stone Technologies January 2007 - April 2008
Northern Marble and Granite August 2006 - January 2007
Skills
Analysis, Finance, Financial Modeling, Financial Analysis, Process Improvement, Microsoft Excel, Analytics, Management, Asset Management, Financial Services, Sales, Financial Reporting, Forecasting, PowerPoint, Data Analysis, FX trading, Presentations, Electronic Trading, Futures Trading, Balance Sheet Review, Financial Forecasting, Project Management, Marketing Communications, Business Intelligence..., Spotfire, VBA, SQL, Market Research, Data Mining, Business Objects
Education
Suffolk University - Sawyer School of Business 2011 — 2013
Master of Business Administration, International Business, 3.83/4.0
Suffolk University 1997 — 2000
Bachelor of Arts, American History, 3.85/4.0
University of Massachusetts, Amherst 1994 — 1996
Chinese Institute of Language and Arts
Mandarin language
Barnstable SeaFarms June 2012 - Present
Sekolah Global Indo-Asia February 2009 - June 2012
REAL Education May 2008 - January 2009
EF English First March 2007 - April 2008
The Home Depot February 2006 - March 2007
The Home Depot May 2005 - January 2006
State Street Corporation August 2003 - June 2005
Boater's World June 2001 - August 2003
Skills
Bahasa Indonesia, Language Teaching, International Education, Business Education, Teaching, Teaching English as a..., English, Staff Development, Curriculum Development, Educational Leadership, Classroom, Intercultural..., Recruiting, Budgets, Team Building, Microsoft Office, Foreign Languages, Customer Service, Translation
Education
Stonehill College 1999 — 2003
Bachelor of Science, Business Administration; Management
Stonehill College 1999 — 2003
Bachelor's degree, Business Administration and Management, General
State Street April 2011 - Present
Russell Investments September 2006 - November 2010
Fidelity Investments February 2005 - September 2006
WM Group of Funds December 2002 - February 2005
State Street Corporation August 1996 - October 2002
Skills
Mutual Funds, Fixed Income, Equities, Investments, Asset Management, Securities, Bloomberg, Financial Services, Derivatives, Financial Analysis, Investment Strategies, Fund Administration, Corporate Actions, Relationship Management
Education
Salve Regina University 1991 — 1995
Bachelor of Science (BS)
Merganser Capital Management November 2010 - March 2015
State Street Corporation July 2008 - November 2010
Eaton Vance Management June 2007 - August 2008
Stonehill College August 2007 - May 2008
Skills
Fixed Income, Securitized Products, Commercial Mortgage..., Credit Analysis, Trading, Bloomberg, Point, Charles River IMS, Equities, Securitization, Alternative Investments, Hedge Funds
Education
Stonehill College 2004 — 2008
Bachelors, Economics, International Studies
University College Cork 2006 — 2006
UpperEdge, LLC January 2010 - Present
AMR Research September 2007 - December 2009
SkillSoft Corporation February 2006 - September 2007
Pollack & Flanders, LLP November 2004 - February 2006
Hugo & Pollack, LLP July 2002 - November 2004
State Street Corporation September 2000 - August 2001
Skills
IT Procurement, IT contract negotiation, Vendor Management, Strategic Sourcing, Outsourcing, Cloud Computing, Strategy, SAP, Enterprise Software, Contract Negotiation, Procurement, Oracle Implementations, Software License..., Software Contracts, Enterprise Agreements, Microsoft Licensing, Maintenance Agreements, IT Outsourcing, IT Cost Optimization, ERP, SaaS, Fun, Negotiation, IT Service Management, Learning Quickly, Sourcing, Data Center, Management
Education
Suffolk University - Sawyer School of Management 2002 — 2005
MBA
Suffolk University Law School 2001 — 2005
JD
University of New Hampshire 1996 — 2000
BA
Merrimack High School
Merrimack High School
Quartet Systems November 2011 - Present
Charles Schwab November 2010 - October 2011
State Street Corporation July 2007 - April 2010
Investors Bank & Trust August 2001 - March 2007
Investors Bank & Trust July 1994 - August 2001
Barclays Global Investors 1994 - 2001
Skills
Application Development, SQL Server, .NET, Trading, Trading Systems, Equities, Requirements Analysis, Databases, IT Management, Customer Relations, Software Engineering, SQL, SDLC, Microsoft SQL Server, Unix, Customer Service, Software Development, Business Analysis, Derivatives, Back Office, Software Project..., Visual Basic, Architecture, Disaster Recovery, Data Center, Financial Services, Enterprise Architecture, XML, MS Project, Enterprise Software, Perl, Systems Analysis, VB.NET, Business Process, Outsourcing, Requirements Gathering, Management, Analysis, IT Strategy, Servers, Data Modeling, Architectures, Integration, Solution Architecture, Agile Project Management, Data Warehousing, ETL, Oracle
Education
University of Phoenix 2006 — 2008
MBA, Business Administration
Southern Nazarene University 1978 — 1983
BS, Computer Science (Business
Wells Fargo Capital Finance September 2015 - Present
Wells Fargo Capital Finance September 2013 - September 2015
Wells Fargo Capital Finance March 2013 - September 2013
Wells Fargo August 2011 - March 2013
State Street Corporation March 2010 - September 2011
State Street Mutual Fund Services June 2008 - March 2010
Investors Bank & Trust August 2007 - June 2008
Legacy Investors Bank & Trust August 2006 - August 2007
Skills
Relationship Management, Distressed Debt, Underwriting, Credit Analysis, Business Analysis, Capital Markets, Credit Risk, Investment Management, Bloomberg, Portfolio Management, Banking, Microsoft Excel, Financial Analysis, Budgets, Corporate Finance, Financial Modeling, Fixed Income, Outlook, Essbase, Finance, Credit, Analyst, PowerPoint, Access, Budget, Microsoft Office, Valuation
Education
Suffolk University - Sawyer School of Management 2009 — 2011
MBA, Finance, 3.9
The University of Connecticut 2002 — 2006
Bachelor of Science, Business Administration; Finance
BlueSnap July 2013 - Present
ACI Worldwide April 2011 - July 2013
ACI Worldwide October 2006 - April 2011
P&H Solutions April 2003 - October 2006
State Street Corporation June 2000 - April 2003
Women Express, Inc January 2000 - May 2000
Tucker Anthony Incorporated February 1997 - December 1999
Skills
Project Management, Team Management, Budgets, Theme Development, Salesforce.com, Product Management, Marketing Strategy, Payments, Email Marketing, Marketing Communications, Product Marketing, Payment Systems, Marketing, Lead Generation, Strategic Planning, Event Planning, Event Management, Corporate Events, Meeting Planning, Trade Shows, Management, Newsletters, Advertising, CRM, E-commerce, Online Marketing
Education
Simmons College 1997 — 2000
BA, Marketing Communications
BDO USA, LLP June 2013 - Present
State Street Corporation March 2012 - June 2013
GLOW Boston & Illumina Live June 2010 - February 2013
Suffolk University Accounts Payable/Purchasing September 2008 - May 2012
Law Office of Diane Modica August 2011 - March 2012
Massachusetts House of Representatives - State Representative Aaron Michlewitz September 2009 - June 2010
Skills
Microsoft Office, Event Management, Pivot Tables, Access, Communication, Social Networking, Event Planning, OneSource Tax Provision, GoSystems, Go File Room, Sage Accounts, OneSource Income Tax, Datatel
Education
Suffolk University Graduate School 2012 — 2013
Masters of Science in Taxation, Taxation
Suffolk University 2008 — 2012
BSBA, Accounting
Bishop Hendricken High School 2004 — 2008
HS Diploma
Hill Holliday October 2011 - Present
The Talbots Inc. April 2009 - October 2011
Talbots December 2004 - March 2009
Bright Horizons Family Solutions 1998 - 2004
State Street Corporation 1994 - 1997
Kao Corporation 1992 - 1994
Skills
Onboarding, Employee Relations, Talent Management, Succession Planning, Training, Human Resources, Retail, Leadership Development, Recruiting, Employer Branding, Performance Management, Employee Benefits, Applicant Tracking..., Employee Engagement, Organizational Design, Organizational..., Coaching, Talent Acquisition, Deferred Compensation, Organizational..., Benefits Administration, Career Development, New Hire Orientations, College Recruiting, HRIS, Executive Coaching, Interviews, FMLA, Employee Training, Compensation & Benefit, Hiring, Workforce Planning, Sourcing, Conflict Resolution, PeopleSoft, HR Policies, Executive Pay, Personnel Management, Performance Appraisal
Education
Salem State College 1978 — 1982
Bachelor of Science, Business Education
State Street Corporation April 2015 - Present
State Street Corporation February 2007 - April 2015
Cuisine Chez Vous December 2000 - February 2007
Harvard Business School August 2006 - January 2007
Paper Source June 2004 - June 2005
The Boston Globe March 2000 - August 2003
Brown Brothers Harriman & Co September 1998 - July 1999
Skills
Knowledge Management, SDLC, CRM, Business Process, Process Improvement, Analysis, Project Management, Software Documentation, Leadership, Quality Assurance, Training, Requirements Gathering, Databases, Business Analysis
Education
Simmons College - Simmons School of Management 2005 — 2006
MBA
University of Massachusetts Boston 1996 — 2003
BA
State Street Corporation November 2003 - June 2006
General Cable Corporation August 2001 - November 2003
Jabil Circuit, Inc. June 2000 - March 2001
Education
Southern New Hampshire University 1991 — 1995
MBA, Business Administration
State Street Corporation March 2013 - Present
State Street Corporation July 2007 - March 2013
Investors Bank & Trust April 2000 - June 2007
Fidelity Investments (Veritude) 1996 - 2000
Fidelity Investments 1993 - 1996
Skills
Talent Management, Human Resources, Talent Acquisition, Onboarding, Performance Management, Workforce Planning, Leadership, Change Management, Employee Relations
Education
Simmons College
State Street Corporation 2005 - Present
JP Morgan Chase February 2002 - October 2005
PFPC 1995 - 2002
Skills
CRM, Training, Team Leadership, Leadership, Financial Reporting, Internal Audit, Sales, New Business Development, Finance, Six Sigma, Financial Services, Financial Analysis
Education
Simmons College - Simmons School of Management 2005 — 2008
MBA, Business
State Street Corporation July 2007 - Present
Investors Financial Service Corporation 1990 - 2007
Education
Suffolk University - Sawyer School of Management
Master of Business Administration (MBA), Finance
University of Miami - School of Business
Bachelor of Business Administration (BBA), Finance
Deloitte & Touche Business Continuity MangerState Street CorporationMarch 2001 - July 2004
State Street Corporation March 2001 - July 2004
State Street Corporation March 2001 - July 2004
Education
Suffolk University - Sawyer Business School 1978 — 1982
State Street Corporation January 2007 - Present
Deloitte & Touché LLP June 2004 - February 2007
State Street Corporation January 2001 - January 2004
Equiserve January 2000 - January 2001
Skills
Financial Reporting, Accounting, Managerial Finance, Auditing, Internal Controls, Investments, Leadership, Management, Securities, Financial Services, Financial Accounting, Finance
Education
Suffolk University 2005 — 2008
MBA, Accounting
Southeastern Technical Institute 2000 — 2001
Associate, Computerized Office Technology
Lagos State Polytechnics 1997 — 1998
Bachelor of Science, Accounting/Finance
IHS May 2012 - Present
IHS Global Insight February 2011 - April 2012
State Street Corporation July 2006 - February 2011
Thomson Financial 2000 - 2005
Skills
Relationship Management, Financial Services, Sales Management, Management, Business Development, Strategy, Sales, CRM, Equities, Salesforce.com, Leadership, Strategic Planning, Sales Organization..., Team Leadership, Global Client Management, Team Building, Relationship Building, Consultative Selling, Mentoring, Miller-Heiman Strategic..., Product Knowledge, Contract Negotiation, Renegotiations, Sales Presentations
Education
Siena College 1995 — 1999
Bachelor, Marketing/Management, Finance
NFA
DSN, Inc. October 2000 - Present
DSN, Inc. 2000 - 2015
DSN, Inc. 2000 - 2015
NY Life 2013 - 2013
NY Life 2013 - 2013
Fidelity Investments 2009 - 2011
WellPoint 2006 - 2007
BOA 2004 - 2005
State Street Corporation March 1998 - February 2001
OTI 1990 - 1995
Skills
Transformer, Requirements Analysis, Banking, Document Management, Analysis, Management Consulting, Customer Relations, Automation, Account Management, Outsourcing, Integration, Consultancy, Strategic Planning, Solution Selling, Architecture, Solution Design, Insurance, Problem Solving, Quality Assurance, Microsoft Office, Business Analysis, Testing, Windows, Software Development, Operating Systems, Product Development, Dialogue, Software Project..., SDLC, Enterprise Software, Requirements Gathering, Customer Service, Process Improvement, Solution Architecture, Visio, Business Process..., Business Intelligence, IT Strategy, Consulting
Education
West Alleghney HS 1980 — 1984
Diploma, Academic
Stonehill College
Information Technology, Management
State Street Corporation Vice PresidentState Street Corporation - Boston, MA1990 - Present
Skills
Middle Office, Mutual Funds, Fund Accounting, Global Custody, Equities, Financial Services, Vendor Management, Fixed Income, PMP, Bloomberg, Risk Management, Securities, Portfolio Management, Corporate Actions
Education
Simmons College - Simmons School of Management 1989 — 1992
State Street Corporation April 1990 - Present
Skills
SWIFT messaging, Client Service, SWIFT, Business Analysis, SWIFT payments, Financial Services, Process Improvement, Securities, Risk Management, Banking, Bloomberg, Fund Administration, Mutual Funds, Portfolio Management, Hedge Funds, Asset Management, Fixed Income, Corporate Actions, Equities, Client Services, Global Custody, Back Office, Fund Accounting, Derivatives, Investments, Middle Office
Education
Suffolk University 1985 — 1989
State Street May 2014 - Present
State Street October 2012 - May 2014
State Street Corporation February 2006 - October 2012
Investors Bank & Trust December 2004 - February 2006
State Street March 2004 - December 2004
Skills
Securities, Mutual Funds, Equities, Fixed Income, Management, Budgets, Client Relations, Client Services, Team Building, Customer Service, Data Analysis, Project Management, Financial Services, Bloomberg, Financial Analysis, Portfolio Management, Analysis, Investments, Asset Management
Education
Suffolk University - Sawyer Business School 2006 — 2008
MBA, Concentration in Organizational Behavior
Vassar College 1999 — 2003
B.A., Political Science
Holmdel High School 1995 — 1999
State Street Corporation August 2007 - Present
State Street Bank 1996 - Present
Brown Brothers Harriman & Co. 2003 - 2007
Mellon Financial 1984 - 1997
Mellon Financial 1984 - 1997
Skills
Global Custody, Securities Lending, Mutual Funds, Fixed Income, Equities, Securities, Hedge Funds, Alternative Investments, Asset Managment, Financial Services, Fund Accounting, Fund Administration, Investments, Corporate Actions, Asset Management, Derivatives, Investment Management, Capital Markets, Bloomberg, Bonds, Financial Markets, Middle Office, ETFs, Asset Allocation, FX Options, Real Estate, Sales
Education
Simmons College
Bachelor's degree, Business Administration and Management, General
State Street Corporation April 2008 - Present
Fidelity Investments 2007 - 2008
Fidelity Investments 2004 - 2007
Fidelity Investments 2001 - 2004
Skills
Requirements Analysis
Education
Suffolk University 2002 — 2004
Master of Science, Adult and Organizational Learning
Massachusetts Department of Revenue December 2012 - Present
Massachusetts Executive Office of Labor and Workforce Development August 2009 - December 2012
State Street Global Markets December 2006 - December 2008
State Street Corporation 2001 - 2006
Cadmus Communications 1996 - 1997
Marblehead Communications 1992 - 1995
Skills
Financial Analysis, Accounting, Asset Managment, Financial Reporting, Corporate Finance, General Ledger, Essbase, Cash Management, Financial Statements, US GAAP, Account Reconciliation, Variance Analysis, Internal Controls, Sarbanes-Oxley Act, Finance, Financial Modeling, SEC filings, Analysis, Asset Management, Financial Services, Fund Accounting, Hyperion Enterprise
Education
Suffolk University - Sawyer Business School 2006 — 2007
MS Finance, Finance
Suffolk University - Sawyer Business School 1994 — 1999
BSBA, Accounting
BC High
State Street June 2015 - Present
State Street Corporation October 1991 - June 2015
Skills
SDLC, Fund Accounting, Middle Office, Mutual Funds, Fixed Income, Back Office, Vendor Management, Corporate Actions, Equities, Securities, Financial Services
Education
Suffolk University - Sawyer School of Management 1986 — 1991
Business Administration, Management and Operations
Thayer Academy 1982 — 1986
High School
Sun Life Financial Marketing ConsultantSun Life Financial2007 - Present
State Street Corporation 2001 - Present
Education
Simmons College 2001 — 2003
Haemonetics Corporation March 2012 - Present
3Com Corporation (sold to HP) April 2010 - December 2010
3Com January 2009 - April 2010
State Street Corporation April 2008 - December 2008
Bose Corporation November 1999 - April 2008
Papa Gino's Inc. 1996 - 1999
Skills
Financial Analysis
Education
Stonehill College
Bachelor's degree, Finance
State Street Corporation November 2013 - Present
State Street Corporation January 2008 - Present
2005-2008State Street Corporation January 2005 - January 2008
State Street Corporation January 2000 - January 2005
Putnam Investments January 1999 - January 2000
Skills
Internal Controls, Financial Risk, Analysis, Accounting, Auditing, Risk Management
Education
Salve Regina University 1995 — 1999
Bachelor's degree, Psychology
Ninety Nine Restaurants March 2013 - Present
Ninety Nine Restaurants November 2007 - February 2013
Gillette December 2003 - June 2006
State Street Corporation June 1998 - June 2003
Education
Suffolk University - Sawyer School of Management 2001 — 2004
Master of Business Administration (MBA)
Universtity of New Hampshire 1994 — 1998
Bachelor's degree, Communications and Business Administration
State Street Corporation CAS ManagerCoopers & LybrandJuly 1995 - May 1998
Lotus Development 1983 - 1995
Education
Suffolk University - Sawyer Business School 1979 — 1983
Sandanter Holdings USA, Inc. May 2015 - Present
Santander Bank, N.A. February 2014 - May 2015
CEAS 2008 - May 2015
State Street Corporation November 1997 - February 2014
NEDRIX February 2006 - December 2012
State Street Corporation 2003 - 2004
State Street Corporation December 1999 - December 2003
State Street Corporation 1997 - 1999
Testa, Hurwitz & Thibeault, LLP 1994 - 1997
Skills
Business Continuity..., Project Management, Disaster Recovery, Business Process..., Process Improvement, Business Analysis, Leadership, Business Continuity, Training, Process Engineering, Risk Management, Crisis Management, Incident Management, Vendor Management, Program Management, Management
Education
Suffolk University - Sawyer Business School 1999 — 2001
MBA, Organizational Behavior
Syracuse University
Paralegal Studies: Concentration Corporate Law
State Street Corporation July 2015 - Present
GE Capital January 2012 - July 2015
GE Global Research February 2000 - January 2012
Fusion Software 1997 - 2000
Matthew Bender 1996 - 1997
Citizens Telecom 1995 - 1996
Integrated Book Technology 1995 - 1996
Empire Data Group 1993 - 1995
NYS Office of Mental Health 1990 - 1993
Policy Research Associates 1989 - 1990
Skills
Big Data / Large scale..., Analytics / Anomaly..., Collaboration..., Data Scientist, Predictive Modeling, R-project, SAS, SQL, Java, Hadoop, Spotfire, Big Data, R, Machine Learning, Software Development, Databases, Business Analytics, Predictive Analytics, Distributed Systems, Statistical Modeling, Algorithms, Computer Science, Optimization
Education
State University of New York College at Potsdam 1985 — 1989
M.A., Mathematics
Deloitte December 2012 - Present
State Street Corporation June 2006 - December 2012
PricewaterhouseCoopers March 2002 - June 2006
Columbia Management (Formerly Liberty Funds Group) 1999 - 2002
Education
Suffolk University - Sawyer School of Management 1988 — 1992
Finance, General
New Balance April 2015 - Present
New Balance April 2014 - April 2015
Hasbro February 2011 - April 2014
Adidas Group June 2007 - February 2011
Reebok International April 2006 - June 2007
Reebok International September 2004 - April 2006
State Street Corporation July 2003 - September 2004
Skills
Financial Analysis, Accounting, Financial Reporting, Forecasting, Pricing, Operational Planning, Project Management, Management, Report Writing, Reporting & Analysis, Financial Modeling, Process Improvement, Strategic Financial..., Strategic Planning, SAP, Analysis, Finance
Education
Suffolk University - Sawyer School of Management 2008 — 2010
MBA
Bentley College School of Business 1999 — 2003
Bachelor of Science, Economics-Finance
State Street Corporation 1993 - 2003
Education
Salem State University 1985 — 1989
BS Business Administration, Management
George Washington University March 2012 - Present
NIRI Capital Area Chapter 2012 - Present
Intelsat April 2011 - Present
Torbay Advisory Group, LLC 2008 - Present
USAG Walter Reed 2009 - 2011
NIRI Capital Area Chapter 2007 - 2010
SAVVIS, Inc. 2004 - 2008
State Street Corporation 1995 - 2003
State Street Global Advisors 1990 - 1995
Skills
Strategy, Investor Relations, Strategic Communications, Strategic Planning, Leadership, Financial Analysis, Management, Event Planning, Event Management, Internal Communications, Program Management, Budgets, Project Planning, Training, Marketing, Corporate Communications, Editing, Social Media, Coaching
Education
Trinity College Dublin 1989 — 1992
M.Phil, Anglo-Irish Literature
Simon's Rock College 1980 — 1985
A.A., liberal arts
Simmons College
B.A., Communications & English
State Street Corporation September 2013 - Present
University of Massachusetts – Boston September 2006 - Present
Columbia Management July 2002 - August 2013
JPMorgan Investor Services Company March 1999 - July 2002
MELLON GLOBAL SECURITIES SERVICES June 1997 - March 1999
Fidelity Investments July 1995 - June 1997
Skills
Investments, Strategy, Financial Reporting, Forecasting, Budgets, Process Improvement, Fixed Income, Mergers & Acquisitions, Auditing, Mutual Funds, Hedge Funds, Management, Leadership, Derivatives, Fund Accounting, Bloomberg
Education
Suffolk University - Sawyer Business School 2000 — 2002
MBA, Finance
University of Massachusetts – Boston 1993 — 1997
Bachelor of Science, Accounting
Level II Candidate - in CFA program
Sun Life Financial April 2007 - April 2012
State Street Corporation October 2001 - April 2007
Education
Suffolk University
Bachelor of Science Degree, Accounting and Finance
Maria Latimore Group July 2015 - Present
Young People's Success Series (YPSS) February 2015 - Present
The Dignity Institute February 2015 - Present
State Street Corporation May 2011 - January 2015
State Street Corporation October 2006 - May 2011
InfoImage 2000 - 2001
Latimore Systems Consulting March 1997 - July 2000
Simmons College June 1993 - August 1999
Delta Dental of Massachusetts January 1995 - December 1996
Blue Cross Blue Shield of MA February 1990 - December 1994
Skills
Program Management, Project Management, Process Improvement, Team Leadership, Information Technology, Management, Exceptional project..., Business Process..., Information Security..., Strategic Planning, Decision Making, Information Security, Business Requirements, PMO, Virtual Teams, IT Transformation, SDLC, Financial Services, Vendor Management, Business Transformation, Financial Risk, Data Analysis, Operational Excellence, International Relations, Healthcare Information..., Lean IT, Lean Transformation
Education
Simmons College 1979 — 1982
Bachelor of Arts, Business Administration
McGladrey June 2012 - September 2012
The Siegfried Group, LLP December 2010 - March 2012
Ernst and Young, LLP March 2011 - June 2011
State Street Corporation January 2011 - March 2011
Deloitte & Touche LLP September 2006 - December 2010
Deloitte & Touché, LLP September 2006 - November 2010
Begley, Associates, LLC January 2006 - August 2006
Skills
Audit, Financial Reporting, Internal Audit, Accounting, Corporate Finance, SEC Reporting 10K, GAAP Standards, Internal Controls, Design & Implementation..., Investment Compliance, Statutory Accounting
Education
Barney School of Business, University of Hartford
Bachelor of Science, Business; Accounting
St. Andrew's College
Business Foundation
The University of Manchester
Accounting and Business Management
University of Hartford
RBC Capital Markets June 2010 - Present
Fidelity Investments March 2009 - June 2010
UBS July 2008 - January 2009
Thomson Reuters April 2006 - May 2008
State Street Corporation June 2004 - April 2006
Skills
Options, Perl, Shell Scripting, Equities, Sybase, C++, Market Data, Solaris, Multithreading, Oracle, Fixed Income, Linux, Databases, Trading
Education
Sardar Patel University 1997 — 2001
B.E., Electronics & Communication
Alembic Vidyalaya
State Street 2007 - Present
State Street Corporation 2002 - 2007
State Street Corporation 1995 - 2002
State Street Corporation 1991 - 1995
MEDITECH 1990 - 1991
Skills
Bloomberg, Securities, Quality Assurance, Fund Accounting, Business Analysis, Software Quality..., Fixed Income, SDLC, Software Development, Project Management, Testing, Process Improvement, Financial Services, Requirements Analysis, Strategy, Management, Analysis, User Acceptance Testing, Manual Testing, Business Requirements, Leadership, Derivatives, Corporate Actions, Requirements Gathering
Education
Stonehill College 1986 — 1990
Bachelor of Science (B.S.), Mathematics-Computer Science
Inn at Ellis River September 2014 - Present
State Street Corporation 2008 - June 2014
State Street Bank 1988 - 2013
JPMorgan Chase October 2004 - March 2008
Skills
Accounting, Microsoft Excel, Analysis, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Management, Account Reconciliation, Investments, Risk Management, Outlook, Strategic Planning, Business Analysis, Business Planning, Auditing, Mutual Funds, Financial Analysis, Securities, Fixed Income, Equities, Financial Reporting, Financial Services, Bloomberg
Education
Suffolk University - Sawyer School of Management 1987 — 2004
BSBA, Accounting
Suffolk University
Bachelor's degree, Accounting
Brown Brothers Harriman August 2007 - Present
Brown Brothers Harriman January 2006 - August 2007
State Street Corporation August 2005 - January 2006
State Street Corporation November 1998 - August 2005
State Street Corporation July 1995 - November 1998
State Street Corporation October 1992 - July 1995
Skills
Process Improvement, Vendor Management, Mutual Funds, Strategic Planning, Client Service, Fund Accounting, Change Management, Financial Services, Risk Management, Business Analysis, CRM, Securities, Equities, Bonds, Corporate Actions, Relationship Management, Market Data, Training, Global Custody, Investment Management, Bloomberg, Fixed Income, Fund Administration, Alternative Investments, Hedge Funds
Education
Stonehill College 1986 — 1989
BA, Economics, Business
St. Joseph's High School 1982 — 1986
State Street Bank 2007 - 2008
State Street Corporation 1978 - 2008
State Street Bank 1990 - 2007
State Street Bank 1983 - 1990
State Street Bank 1978 - 1983
Finast Supermarkets 1973 - 1978
Education
Stonehill College 1974 — 1978
B.S., Accounting
STATE STREET CORPORATION January 2007 - Present
Putnam Investments December 2000 - January 2007
STATE STREET CORPORATION May 1998 - December 2000
public school district May 1993 - April 1998
public school district May 1993 - April 1998
Skills
Settlement, Microsoft Money, Equities, Financial Planners, Data Conversion, Funding, Accounting, Contact Management, Quality Control, Business Intelligence, Customer Service, Mutual Funds
Education
Salem State College 1987 — 1993
Bachelor of Science
Salem State College 1987 — 1993
Bachelor of Science, Physical Education Teaching and Coaching
Gordon & Rees LLP June 2015 - Present
LeClairRyan April 2014 - June 2015
Rindler Morgan, P.C. July 2013 - April 2014
State Street Corporation December 2011 - July 2013
Federal Emergency Management Agency 2010 - 2011
Pure Boutique January 2010 - July 2010
Express Fashion Inc. October 2008 - December 2009
The Acquisition Group June 2009 - September 2009
Center for Community and Learning September 2007 - May 2008
Skills
Research, Sales, Microsoft Office, Time Management, Customer Service, Mutual Funds, Legal Research, Legal Writing, Meeting Scheduling, Manage Client..., PCLaw, PowerPoint, Process Scheduler, Westlaw, Microsoft Word, Civil Litigation
Education
Suffolk University Law School 2012 — 2016
Doctor of Law (JD)
Wentworth Institute of Technology 2007 — 2011
BSM, Business Management, 3.47 GPA
PSG Enterprises November 2005 - Present
State Street Corporation February 1998 - November 2005
Skills
SCCM, Windows 7, Business Analysis, VMware, XP, Computer Hardware, Windows, Disaster Recovery, Visio, IT Management, SharePoint, Security, Active Directory, Operating Systems, Windows Server, Servers, Software Documentation, Information Technology, System Administration, Network Administration, ITIL, Integration, Vendor Management, Network Security, Information Security, IT Service Management, Windows XP
Education
Skidmore College 1972 — 1976
B.S. Business, Marketing & Accounting
State Street Corporation June 2011 - June 2015
State Street Corporation February 2009 - June 2011
State Street Bank July 2007 - February 2009
Investors Bank & Trust 2004 - 2007
The Switzer Group March 2003 - March 2004
John Langenbacher Co Inc July 2001 - March 2003
Skills
Accounts Payable, Fixed Assets, Financial Services, Cash Management, Accruals, Accounting, Corporate Finance, Staff Management, Pivot Tables, PeopleSoft, SOX Compliancy, Program Management, Business Analysis, Process Improvement, Oracle E-Business Suite, SWIFT payments, 1042 Reporting, 1099 Reporting, SOP 98-1, Non-Resident Alien Tax..., SharePoint, Employee Training, Microsoft Office
Education
Skidmore College 1997 — 2001
BA
KPMG September 2011 - Present
At A Glance Software September 2010 - June 2011
Siena College September 2006 - May 2011
Leon Halpert September 2008 - May 2010
State Street Bank June 2009 - August 2009
State Street Corporation June 2009 - August 2009
Danversport Yacht Club May 2007 - August 2007
Skills
Management, Access, Training, Accounting, Microsoft Excel, Accounts Payable, PowerPoint, Customer Service, Bloomberg, Microsoft Word, Portfolio Management, Mutual Funds, Trading
Education
Siena College 2010 — 2011
Master's, Accounting
Siena College 2007 — 2011
Master of Science (M.S.), Accounting
Siena College 2006 — 2010
B.S., Accounting, Spanish
SAVA Workforce Solutions December 2011 - Present
Vie de France Yamazaki Inc January 2011 - December 2011
Loudoun County Public Schools November 2010 - May 2011
State Street Corporation November 2008 - March 2010
Skills
English, Editing, Microsoft Office, Research, Microsoft Excel, Analysis, PowerPoint, Customer Service, Microsoft Word, Leadership, Management, Change Management, Project Planning, Financial Analysis, Team Building, Security, Cisco Technologies, Training, Firewalls, Program Management, Data Analysis
Education
Susquehanna University 2004 — 2008
Bachelor of Arts, Philosophy
Susquehanna University
Bachelor of Arts (B.A.), Philosophy
Bank of America August 2011 - Present
State Street Corporation 2007 - 2010
Investors Bank & Trust 2002 - 2007
Tucker Anthony 1995 - 2002
Skills
Dedicated to meeting..., Decision Making and..., Process Improvement, Regulatory Analysis, Familiar with..., Financial Services, Financial Risk, Analysis, Banking
Education
American Institute for Paralegal Studies 1984 — 1985
Certificate, Law
Suffolk University 1978 — 1982
Bachelor of Arts, Political Science, minor in Spanish
BNY Mellon September 2015 - Present
BNY Mellon October 2011 - September 2015
State Street Corporation January 2006 - October 2011
State Street Corporation March 2000 - January 2006
Merrill Lynch & Co., Inc. March 1998 - March 2000
Skills
Microsoft Excel, Financial Services, Rating Agency Relations, Fund Accounting, Internal Controls, Investments, S&P, Financial Reporting, Account Reconciliation, Mutual Funds, Data Management, Accounting, Bloomberg, Valuation, Regulatory Filings, International Business..., SEC filings, Internal Control..., Internal Audit, Portfolio Management, Trading, Financial Statements, Equities, Financial Analysis, Moody, Data Integrity, SEC Filings, Fixed Income, Securities, Derivatives
Education
Stockton University 1989 — 1993
Bachelor of Arts, Business Management
State Street Corporation January 2001 - Present
Merrill Lynch November 1996 - January 2001
Fund Resources September 1994 - November 1996
PNC Bank October 1993 - September 1994
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Customer Service, Microsoft Word, Banking, Investments, Business Analysis, Change Management, Accounting, SQL, Account Reconciliation, Auditing, Equities, Financial Services, Securities
Education
Spring Garden College
BS, Accounting; Management
Wissahickon High School 1982 — 1985
State Street Bank May 2013 - Present
State Street Bank October 2012 - May 2013
JPMorgan Chase July 2011 - October 2012
State Street Corporation July 2008 - July 2011
Investors Bank & Trust Co October 2007 - September 2008
Investors Banks and Trust Co. September 2006 - October 2007
Investor Bank and Trust May 2005 - September 2006
Sovereign Bank November 2003 - May 2005
Skills
Financial Reporting, General Ledger, Accounting, Finance
Education
Boston University of Massachusetts
Bachelor of Science, Finance
John D O'Bryant
Suffolk University
MS, Accounting
Sheshunoff Consulting + Solutions October 2008 - Present
State Street Corporation January 2006 - September 2008
Healy and Healy June 2000 - January 2006
Education
Stonehill College 1995 — 2000
Masters of Science in Accountancy
American Tower April 2015 - Present
American Tower August 2013 - April 2015
State Street Global Advisors February 2010 - August 2013
State Street Global Advisors August 2005 - February 2010
Guardian Life Insurance Company March 2004 - May 2005
SSgA / CitiStreet May 1999 - August 2003
State Street Corporation September 1997 - May 1999
Education
Suffolk University
MBA, Marketing
University of Alabama
Bachelors, Marketing
Bank of New York Mellon June 2004 - April 2011
State Street Corporation March 1998 - November 2003
Chase Manhattan Bank November 1996 - March 1998
Education
State University of New York at Stony Brook 1994 — 1996
Bachelor of Arts, Economics
Saint John's University 1992 — 1994
Associates of Science, Business
ISO Claims Partners (formerly Crowe Paradis) October 2014 - Present
ISO Claims Partners (formerly Crowe Paradis) July 2010 - October 2014
Massachusetts Business Roundtable November 2008 - August 2009
MetLife May 2008 - August 2008
State Street Corporation April 2004 - August 2005
Skills
Financial Analysis, Legal Research, Legal Writing, Litigation, Medicare, Workers Compensation, Claim, Insurance, Product Liability
Education
Suffolk University Law School 2006 — 2009
Juris Doctor, Cum Laude
University of Connecticut 1999 — 2003
Bachelor of Arts (B.A.), Economics
Wipro Technologies - (Acquired State Street Corp. in 2012) May 2012 - July 2013
State Street Corporation January 2007 - May 2012
State Street Corporation January 2003 - January 2007
State Street Corporation January 2000 - January 2003
State Street Corporation January 1998 - January 2000
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Project Management, Banking, Investments, Business Analysis, Change Management, Business Strategy, Lean Thinking, Team Management, Offshore Management, Use Case Analysis, Team Leadership, Team Training, Risk Mitigation, Agile Methodologies, Six Sigma, Team Building, Access 2007, SDLC, ALM, Requirements Analysis, Testing
Education
Stonehill College 1986 — 1991
Bachelor of Science (BS), Marketing
JPMorgan Chase & Co August 2008 - April 2012
State Street Corporation September 2007 - August 2008
Investors Bank & Trust Co. June 2005 - August 2007
Investors Bank & Trust Co. June 2002 - May 2005
Investors Bank & Trust Co. September 2001 - May 2002
Education
SUNY New Paltz 1996 — 2000
Bachelor's degree, Business Administration, Finance
State Street Corporation
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Stonehill College
BSBA, Accounting
Marsh & McLennan Companies, Inc. April 2007 - Present
GMO February 2004 - March 2007
Sungard Phase3 April 1999 - March 2004
State Street Corporation June 1983 - April 1999
US Navy November 1977 - October 1982
Education
Southern New Hampshire University 1984 — 1991
Bachelor of Science (B.S.), Business, Concentration Computer Information Systems